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Author(s)
Energy Futures Group,
Lawrence Berkeley National Laboratory,
U.S. Department of Energy
Publication Date
Organizations or Programs
Efficiency Maine,
Connecticut Home Energy Savings Program. PSE&G's Home Performance Direct Program,
Kentucky Power's Modified Energy Fitness Program,
Efficiency Vermont,
Energize Connecticut,
Mass Save,
EmPOWER Maryland,
Focus on Energy,
Austin Energy

This report provides a comprehensive review and analysis of home energy upgrade programs with proven track records, focusing on those with robustly verified savings and constituting good examples for replication. This meta-analysis describes program models and implementation strategies for direct install upgrades; heating, HVAC replacement and early retirement; and comprehensive, whole-home upgrades.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Efficiency Maine,
Michigan Saves

This summary from a Better Buildings Residential Network peer exchange call focused on how recent policy changes have impacted residential energy efficiency program implementation. Speakers include Efficiency Maine, Michigan Environmental Council, and Groundwork Center for Resilient Communities.

Author(s)
National Association of State Energy Officials
Publication Date
Organizations or Programs
Lean and Green Michigan,
New York State Energy Research and Development Authority (NYSERDA),
Michigan Saves,
Keeping PACE in Texas,
Energize New York

This report examines how State Energy Offices and state-level partners are supporting growth and uptake of Commercial Property Assessed Clean Energy (C-PACE) financing around the country. The report offers examples, insights, and strategies for State Energy Offices, green banks, state financing agencies, and other public and private entities to catalyze, accelerate, organize, and expand C-PACE markets.

Author(s)
Institute for Market Transformation
Publication Date
Organizations or Programs
Elevate Energy,
Austin Energy,
New York State Energy Research and Development Authority (NYSERDA),
Mass Save,
City of New York’s Retrofit Accelerator,
Seattle RENEW Multi-Family Housing Program

This report explores how governments and energy efficiency implementers could help stakeholders better analyze and act upon building performance data to unlock savings.

Author(s)
NMR Group, Inc.
Publication Date
Organizations or Programs
Eversource,
United Illuminating,
Connecticut Home Energy Solutions (HES),
Mass Save,
National Grid,
Efficiency Maine,
Efficiency Vermont,
New York State Energy Research and Development Authority (NYSERDA)

This report identifies opportunities for Connecticut's Home Energy Solutions program (HES) to increase savings related to air sealing, duct sealing, and insulation.

Author(s)
NMR Group, Inc.
Publication Date
Organizations or Programs
Eversource,
United Illuminating,
Connecticut Home Energy Solutions (HES),
Energize Connecticut

This report is the process evaluation of the Connecticut Multifamily (MF) Initiative, which leveraged the state's Home Energy Solutions (HES) and Home Energy Solutions-Income Eligible (HES-IE) programs. The objective of this process evaluation is to provide actionable recommendations about how to improve the design, delivery, and administration of the MF Initiative.

Author(s)
Lawrence Berkeley National Laboratory
Publication Date
Organizations or Programs
Keystone Home Energy Loan Program (HELP),
Kansas How$mart,
New York State Energy Research and Development Authority (NYSERDA),
Michigan Saves,
Texas LoanSTAR,
Sacramento Municipal Utility District (SMUD),
Nebraska Dollar and Energy Savings Program

This report is a guide to all customer-facing financing products—products offered by a lender directly to a borrower—used to pay for energy efficiency. Intended for state and local governments that are deciding whether to start a new program, tune up and existing program, or create a Green Bank, it provides information on the full range of financing product options for target participants, the tradeoffs of various products, and potential advantages and disadvantages for different types of customers.

Author(s)
Michigan Saves
Publication Date
Organizations or Programs
Michigan Saves

Lists a number of resources related to Michigan Saves, including contractor application, home energy loan implementation guide, and training presentations for residential contractors.

Author(s)
Southeast Energy Efficiency Alliance,
Southwest Energy Efficiency Project,
Midwest Energy Efficiency Alliance,
South-central Partnership for Energy Efficiency as a Resource,
Northeast Energy Efficiency Partnerships, Inc.
Publication Date
Organizations or Programs
Michigan Saves,
ConEdison’s Brooklyn Queens Demand Management Program,
Florida's Multifamily Energy Retrofit Program,
Set the PACE St. Louis,
City of Chicago,
Energy Outreach Colorado,
Massachusetts Low-Income Multifamily Energy Retrofit Program

This report was developed to help inform national stakeholders about the strategies that have been used to achieve deep energy savings in the multifamily housing sector through energy efficiency upgrades. These strategies could be used as models in areas where utility program administrators and policymakers seek to achieve deep energy savings in the multifamily building stock for the purposes of reducing energy costs, creating comfortable and healthy homes, meeting regulatory requirements, or reducing the environmental impacts of energy consumption. This report includes a national multifamily market characterization, barriers and opportunities for program and policy efforts, and eight exemplary case studies from across the country.

REEO Multifamily Energy Efficiency Retrofits: Barriers and Opportunities Webinar

Author(s)
Southeast Energy Efficiency Alliance,
Southwest Energy Efficiency Project,
Midwest Energy Efficiency Alliance,
South-central Partnership for Energy Efficiency as a Resource,
Northeast Energy Efficiency Partnerships, Inc.
Publication Date
Organizations or Programs
Michigan Saves,
ConEdison’s Brooklyn Queens Demand Management Program,
Florida's Multifamily Energy Retrofit Program,
Set the PACE St. Louis,
City of Chicago,
Energy Outreach Colorado,
Massachusetts Low-Income Multifamily Energy Retrofit Program

This webinar covers the Multifamily Energy Efficiency Retrofits: Barriers and Opportunities for Deep Energy Savings report published in 2016.n

Author(s)
State and Local Energy Efficiency Action Network
Publication Date
Organizations or Programs
EnergySmart,
New York State Energy Research and Development Authority (NYSERDA),
Enhabit,
Mass Save,
Tennessee Valley Authority (TVA),
Manitoba Hydro,
Keystone Home Energy Loan Program (HELP),
Michigan Saves,
Warehouse for Energy Efficiency Loans,
Austin Energy,
Efficiency Vermot,
Midwest Energy Efficiency Alliance,
Illinois Home Performance with Energy Star,
Build It Green,
Earth Advantage,
Elevate Energy,
Arizona Public Service (APS),
Pacific Gas and Electric Company,
NeighborWorks H.E.A.T. Squad

This Guide is designed to help state and local policymakers to take full advantage of new policy developments by providing them with a comprehensive set of tools to support launching or accelerating residential energy efficiency programs. The Guide focuses on four categories of policies that have proven particularly effective in providing a framework within which residential energy efficiency programs can thrive: incentives and financing, making the value of energy efficiency visible in the real estate market, data access and standardization, and supporting utility system procurement of energy efficiency.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
EnergySmart,
Bend Energy Challenge,
Mass Save,
Focus on Energy,
Enhabit

This document summarizes top marketing and outreach takeaways shared by Better Buildings Residential Network members during spring 2015 Peer Exchange Calls.

Author(s)
UIL Holdings Corporation,
Eversource Energy
Publication Date
Organizations or Programs
Eversource,
United Illuminating,
Connecticut Home Energy Solutions (HES),
Energize Connecticut

This technical reference manual provides detailed, comprehensive documentation of resource and non-resource savings corresponding to the Energy Efficiency Fund program and individual Conservation and Load Management (C&LM) program technologies.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Michigan Saves

This summary from a Better Buildings Residential Network peer exchange call focused on how to market energy efficiency upgrades in the multifamily housing sector.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Focus on Energy,
Sacramento Municipal Utility District (SMUD),
Mass Save

This summary from a Better Buildings Residential Network peer exchange call focused on approaches to generate demand for energy efficiency upgrades at multifamily buildings.

Author(s)
American Council for an Energy-Efficient Economy
Publication Date
Organizations or Programs
Maryland Home Performance with ENERGY STAR,
Mass Save

The benefits of energy efficiency extend beyond energy savings. Homes, commercial buildings, and industrial facilities gain comfort, health, and safety benefits from energy efficiency programs. Additional benefits for businesses include savings on maintenance, materials, and the costs of regulatory compliance. On the supply side, electric utilities enjoy reduced system costs. Focusing on the residential, business, and utility sectors, this report examines each of these multiple benefits, their role in program marketing, and current best practices for including them in cost-effectiveness testing.

Author(s)
NMR Group, Inc.
Publication Date
Organizations or Programs
Eversource,
United Illuminating,
Connecticut Home Energy Solutions (HES),
Energize Connecticut

The study involved on-site visits to 180 single-family homes across Connecticut. The team assessed compliance with the weatherization standard using both the prescriptive and performance paths and made recommendations to improve program quality.

Author(s)
State and Local Energy Efficiency Action Network
Publication Date
Organizations or Programs
Energize Connecticut,
Michigan Saves,
Warehouse for Energy Efficiency Loans (WHEEL)
This report provides an overview of credit enhancements available, such as loan loss reserves, loan guarantees, debt service reserve funds, and subordinated capital. It also discusses key issues related to credit enhancement, examples of how others have successfully implemented credit enhancements as part of their energy efficiency financing programs, and additional information on existing resources that provide further information on credit enhancement design and implementation.
Author(s)
Mass Save
Publication Date
Organizations or Programs
Mass Save

Summary of minimum standards and requirements for the Massachusetts HEAT Loan program.

Author(s)
Mary Templeton, Michigan Saves,
George Clark, Energy Efficiency Contractor
Publication Date
Organizations or Programs
Michigan Saves
Overview of Michigan Saves' employer outreach initiative to drive uptake of home energy upgrades.
Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Michigan Saves,
BeSmart Maryland

This summary from a Better Buildings Residential Network peer exchange call focused on how loan performance data is tracked and analyzed, and what the data shows.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Michigan Saves

This summary from a Better Buildings Residential Network peer exchange call focused on the benefits of community assessments and strategies for gathering information.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Michigan Saves

This summary from a Better Buildings Residential Network peer exchange call focused on shared funding arrangements with contractors.

Author(s)
Michigan Saves
Publication Date
Organizations or Programs
Michigan Saves
This loan loss reserve fund agreement sets the terms and conditions of the loan loss reserve fund between Michigan Saves and partnering lenders.
Author(s)
Richard Faesy and Chris Kramer, Energy Futures Group (Prepared for the Energy Foundation)
Publication Date
Organizations or Programs
Enhabit,
Michigan Saves,
BetterBuildings for Michigan,
Local Energy Alliance Program (LEAP),
NeighborWorks H.E.A.T. Squad,
Energy Works,
Keystone Home Energy Loan Program (HELP),
Efficiency Maine,
Greater Cincinnati Energy Alliance (GCEA)

This report explores the approaches and research needs identified in the Building Retrofit Industry and Market (BRIM) Initiative through in-depth discussion with residential energy upgrade experts including a discussion of Marketing & Outreach and the program/contractor interface.

Author(s)
U.S. Energy Information Administration
Publication Date
Organizations or Programs
AEP Ohio,
Alabama Power Company,
Alleghany Power,
Alliant-IPL,
Ameren Illinois Utilities,
Ameren Missouri,
Arkansas Oklahoma Gas Corporation,
Baltimore Gas & Electric Company,
Black Hills Energy,
Board of Public Utilities,
Bonneville Power Administration,
Centerpoint Energy Arkansas Gas,
Commonwealth Edison Company (ComED),
Consumers Energy Company,
Connecticut Energy Conservation Management Board,
Delaware Sustainable Energy Utility,
Delmarva Power & Light,
Detroit Edison Company,
Michigan Consolidated Gas Company,
Dominion North Carolina Power,
DP&L,
Duke Energy,
Duquesne Light,
Efficiency Maine,
Efficiency United,
Efficiency Vermont,
Empire District Electric Company,
Entergy Arkansas,
Entergy New Orleans,
Energy Trust of Oregon,
Eummot,
Florida Public Service Commission,
Hawaii Public Utilities Commission,
Idaho Power,
Kansas City Power & Light,
Long Island Power Authority (LIPA),
Louisiana Department of Natural Resources,
NSTAR,
National Grid,
Massachusetts Cape Light Compact,
Massachusetts Department Of Energy Resources,
Massachusetts Energy Efficiency Advisory Council,
Maryland Public Service Commission,
Metropolitan Edison Company,
Michigan Electric Cooperative Association,
Mid-American Energy,
Nevada Power Company,
New Hampshire Utilities,
Northwestern Energy,
New York State Energy Research and Development Authority (NYSERDA),
Oklahoma Corporation Commission,
Oklahoma Gas and Electric Company,
Pacific Power,
PacifiCorp,
Peco Energy Company,
Pennsylvania Electric Company,
Pepco,
PNM,
Potomac Edison,
PPL Electric Utilities,
Postal Regulatory Commission (PRC),
National Association of Regulatory Utility Commissioners (NARUC),
Progress Energy Carolinas,
Maryland Public Service Commission (PSC),
Pennsylvania Public Utility Commission,
Public Utilities Commission of Ohio (PUCO),
Puget Sound Energy,
Rhode Island Energy Efficiency and Resource Management,
RMP,
Rocky Mountain Power,
Salt River Project,
Sierra Pacific Power Company,
Southern Maryland Electric Cooperative (SMECO),
SourceGas Arkansas,
South Carolina Electric & Gas,
Southwestern Gas Corporation,
Southwestern Electric Power Company,
State Corporation Commission,
Tennessee Valley Authority (TVA),
Toledo Edison,
Ohio Edison,
United Illuminating,
West Pen Power Co,
Xcel Energy
For this inventory, EIA reviewed and catalogued 329 data sources containing state energy efficiency program evaluation results into an inventory. The focus of this inventory is to support the National Energy Modeling System (NEMS) and to research cost information in state-mandated energy efficiency program evaluations.
Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Atlanta SHINE,
Be SMART,
Beacon Communities Project,
BetterBuildings for Michigan,
BetterBuildings for Greensboro,
BetterBuildings Lowell Energy Upgrade,
Camden POWER - A Better Buildings Initiative,
CarrboroWISE,
City of Indianapolis Better Buildings Program,
Chapel Hill WISE,
CharlestonWISE,
Enhabit,
Community Alliance for Energy Efficiency (Cafe2),
Community Power Works,
Connecticut Neighbor to Neighbor Energy Challenge,
DecaturWISE,
Efficiency Maine,
emPowerSBC,
Energize Phoenix,
EnergyFit Nevada,
Energy Impact Illinois,
EnergySmart,
Energy Upgrade California,
EnergyWorks,
Fayette County Better Buildings Initiative,
Greater Cincinnati Energy Alliance (GCEA),
Huntsville WISE,
Local Energy Alliance Program (LEAP),
Michigan Saves,
Missouri Agricultural Energy Saving Team - A Revolutionary Opportunity (MAESTRO),
NeighborWorks H.E.A.T. Squad,
New York State Energy Research and Development Authority (NYSERDA),
reEnergize,
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton,
Richmond Regional Energy Alliance (RREA),
ShopSmart with JEA,
Solar and Energy Loan Fund (SELF),
Small Town Energy Program (STEP),
Wisconsin Energy Conservation Corporation (WECC),
Southeast Energy Efficiency Alliance (SEEA)

This publication summarizes some of the incentives offered by Better Buildings Neighborhood Program partners.

Author(s)
The Energy Foundation
Publication Date
Organizations or Programs
Enhabit,
Keystone Home Energy Loan Program (HELP),
Maryland Clean Energy Center Home Owner Loan Program,
Texas LoanSTAR,
Colorado ENERGY STAR Homes,
U.S. Department of Housing and Urban Development (HUD) Energy Efficient Mortgage Program,
U.S. Department of Housing and Urban Development (HUD) PowerSaver,
Community Preservation Corporation Green Financing Initiative,
New Resource Bank,
Sempra Utilities,
United Illuminating

Reviews and summarize energy efficiency financing models and strategies. Models are analyzed according to funding sources, program structures, limits to scale, repayment vehicles, and project risks. Strategies consider applicable building sectors, models, levels of establishment, growth potential, advantages, and disadvantages.

Author(s)
Green For All
Publication Date
Organizations or Programs
Enhabit,
Wisconsin Energy Conservation Corporation (WECC),
EnergyWorks KC,
Baltimore Neighborhood Energy Challenge,
BetterBuildings for Greensboro,
Green and Healthy Homes Initiative,
Working Partnerships USA,
NYC Apollo Alliance,
Community Power Works,
New York State Energy Research and Development Authority (NYSERDA),
RePower Bremerton,
Local Energy Alliance Program (LEAP),
RePower Bainbridge,
Better Buildings Near Eastside Neighborhood Sweeps Program,
RePower Kitsap,
Michigan Saves,
Keystone Home Energy Loan Program (HELP),
EnergySmart,
Efficiency Vermont,
Long Island Green Homes,
Energy Impact Illinois,
Energize Bedford,
reEnergize

This practitioner-focused Toolkit for Residential Energy Efficiency Upgrade Programs was created by Green For All to assist new, established, and future energy efficiency programs launch and scale initiatives that can deliver the full promise of the green economy. It is intended as a practical resource that offers examples, tools, and templates that a program manager can deploy to implement a variety of aspects of their program including best practice briefs and summary documents, RFPs, contracts, and other program design and implementation templates that communities nationwide have used to create their own efficiency programs.

Author(s)
Southwest Energy Efficiency Project
Publication Date
Organizations or Programs
City of Tempe AZ,
City of Flagstaff Residential Energy Retrofit Program,
Silver City and Grant County Energy $ense,
City of Mesa AZ,
City of Reno Energy Efficiency and Renewable Energy Initiative,
EnergySmart,
City of Espanola NM,
Salt Lake County's Energy Smart Loan Program

Descriptions of eight county-level and city-level energy efficiency programs in the Southwest.

Author(s)
Mary Templeton, BetterBuildings for Michigan
Publication Date
Organizations or Programs
BetterBuildings for Michigan,
Michigan Saves
Presentation describing the State of Michigan and Michigan Saves programs and tactics used to drive demand and enhance service delivery to make the program simpler for customers.
Author(s)
Elise Avers, Massachusetts Department of Energy Resources
Publication Date
Organizations or Programs
Mass Save
Presentation that describes the successful elements of the Massachusetts HEAT loan program, including how it is funded and who is eligible.
Author(s)
Mass Save
Publication Date
Organizations or Programs
Mass Save
A comparative list of lenders participating in the Mass Save HEAT Loan Program and the terms and conditions of the loans that they offer.
Author(s)
Mass Save
Publication Date
Organizations or Programs
Mass Save
This plan was jointly developed by gas and electric companies in the state of Massachusetts to set aggressive goals for 2013-2015 through a sustained and integrated statewide energy efficiency effort in accordance with Green Communities Act.
Publication Date
Organizations or Programs
Milwaukee Energy Efficiency (Me2),
Energize Phoenix,
Greater Cincinnati Energy Alliance (GCEA),
Michigan Saves

This peer exchange call summary focused on the challenges and strategies for marketing commercial financial products and attracting financial institutions.

Author(s)
Southwest Energy Efficiency Project
Publication Date
Organizations or Programs
Arizona Public Service (APS),
Enhabit,
Georgia How$mart,
Hawaiian Electric Company,
Kansas How$mart,
How$martKY,
Mass Save,
Public Service of New Hampshire,
Rural Energy Savings Program,
Sempra Energy Utilities,
United Illuminating

This report describes different approaches to energy efficiency finance taken by utilities.

Engaging Financial Institution Partners

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Community Energy Challenge,
Michigan Saves
This webcast provides guidance about the financial stakeholder engagement process and offers lessons from the field.
Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Mass Save
This case study features a Massachusetts-based program that used an SUV-mounted thermal imaging camera to evaluate thermal leakage from homes.
Author(s)
Environmental Finance Center at The University of North Carolina at Chapel Hill
Publication Date
Organizations or Programs
EnergySmart,
Keystone Home Energy Loan Program (HELP),
Manitoba Hydro Power Smart Residential Loan Program,
Michigan Saves,
New York State Energy Research and Development Authority (NYSERDA),
Tennessee Valley Authority (TVA)

This publication outlines capital leveraging models and examples from across the country in which public funds were used to influence energy loan program capital.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Michigan Saves

This peer exchange call summary focused on integrating income-qualified programs into neighborhood sweeps.

Finance Planning

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Michigan Saves
This webcast discussed the broad spectrum of needs financing mechanisms must address within integrated energy efficiency programs.
Author(s)
Michigan Saves
Publication Date
Organizations or Programs
Michigan Saves
Sample RFP from Michigan Saves for a third-party to conduct an evaluability assessment and process evaluation for the program during the first phase of implementation.