This report explores how governments and energy efficiency implementers could help stakeholders better analyze and act upon building performance data to unlock savings.
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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.
The multifamily sector can be hard to reach when it comes to energy efficiency programs. Besides being diverse and complex, the sector presents a unique set of challenges to efficiency investments. The result is that multifamily customers are often underserved by energy efficiency programs. Drawing on data requests and interviews with program administrators, this report summarizes the challenges to program participation and identifies best practices that programs can use to reach and retain large numbers of multifamily participants.
This summary from a Better Buildings Residential Network peer exchange call focused on the advantages, challenges, and effective creation and management of statewide energy efficiency alliances.
This summary from a Better Buildings Residential Network peer exchange call focused on approaches to improve and sustain quality customer service for residential energy efficiency work.
This summary from a Better Buildings Residential Network peer exchange call focused on how to involve homeowners in staged energy efficiency upgrades and what information is appropriate to share with them at each stage.
This summary from a Better Buildings Residential Network peer exchange call focused on how pet-based marketing can promote residential energy efficiency.
This summary from a Better Buildings Residential Network peer exchange call focused on how a residential energy efficiency program can work with, for or as utilities.
This summary from a Better Buildings Residential Network peer exchange call focused on methods, reactions and legal considerations of contractor rating and feedback systems.
This contractor process flowchart from EnergySmart Colorado includes the phases of contractor qualifications review and preparation, site work, and follow up.
Financing Energy Improvements on Utility Bills: Case Studies from the Field
This webcast provided an overview of on-bill financing programs, and presented three case studies: Manitoba Hydro, New York State Energy Research and Development Authority, and Pacific Gas & Electric (California).
Example of a program design flowchart showing key steps and relationships for the energy efficiency program in Greensboro, North Carolina.
This summary from a Better Buildings Residential Network peer exchange call focused on quality assurance and control, standardization of upgrades and workforce expectations.
A sample RFP from Greensboro, North Carolina, for energy efficiency loan products.
Quick summaries of strategies various programs have used to improve the efficiency of delivering efficiency.
Overview of lessons learned from EnergySmart Colorado's energy advisor model.
This summary from a Better Buildings Residential Network peer exchange call focused on bringing energy efficiency programs to schools.
This paper first details industry best practices for contest administration, including tips for developing an overall contest plan and timeline, product sponsor recruitment, building a dynamic informational website, maximizing customer participation, selecting the winning home, seamless installation management, capturing and documenting project results, conducting a high profile media open house and facilitating customer workshops that educate homeowners and strengthen trade ally relationships. This paper then presents results and key lessons learned from more than 20 contests supported with funds from local community sustainability programs, utility energy efficiency programs, and U.S. Recovery and Reinvestment Act funds between 2008 and 2012.
This summary from a Better Buildings Residential Network peer exchange call focused on the performance of on-bill financing compared to other financing programs.
Links to case studies of residential projects and contractors under the New York State Energy Research and Development Authority (NYSERDA)'s Home Performance with ENERGY STAR program.
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.
This peer exchange call summary focused on leveraging home inspectors and others in the real estate transaction processes.
The lack of documented value of retrofit measures is a barrier to many homeowners doing upgrades - as most appraisals do not include energy improvements in their comparables, and the home’s future sale can prevent the homeowner from earning a return on their investment via lower energy costs. Once the industry develops a process for valuing the energy improvements, it can unlock the significant potential for retrofit work through market pricing signals (energy efficient homes are worth more) and enhanced access to capital for those purchasing a more efficient home (energy efficient homes improve borrowers’ cashflow because they cost less to operate).
Presentation describing NYSERDA's alternative underwriting approach for its target market.
This peer exchange call summary focused on assessing potential revenue streams.
Presentation on five steps to building a profitable contractor base. The steps include sensible program design and administration, certification and credentialing, communicating with contractors, contractor requirements (business vs. trade), and training and sales support.
This report covers how to create high road standards and use the momentum of energy sector projects to create safe, well-paying, long-term careers for a diverse group of people. It includes case studies on Community Power Works in Seattle, Washington, and Clean Energy Works Oregon's (now Enhabit's) efforts to use community high road agreements.
This peer exchange call summary focused on multifamily information technology tools for project information, marketing, assessment, tracking and evaluation.
This peer exchange call summary focused on adapting and adjusting financing strategies after a program was implemented.
Presentation on the key programmatic elements of financing initiatives.
This peer exchange call summary focused on how programs are devising plans for creating a contractor revenue stream and potential fee structures.
EnergySmart Colorado uses surveys and a customer database to get feedback from homeowners that helps fine-tune program services and operations.
This peer exchange call summary focused on leveraging effective partnerships for multi-family and low-income outreach and service delivery.
This peer exchange call summary focused on the strategies, challenges and key interaction points with the real estate sector.
This market assessment for the Boulder County EnergySmart and City and County of Denver energy efficiency loan program identifies the potential loan customers and demand for an energy efficiency upgrade financing program.
Discusses innovative financing options designed to expand the accessibility of energy efficiency financing to households that typically do not qualify for traditional loans.
This publication outlines capital leveraging models and examples from across the country in which public funds were used to influence energy loan program capital.
This peer exchange call summary focused on the background and features of the PowerSaver loan program.
Presentation providing an overview of financing programs, a strategy for continuous improvement, tools for program management, a risk management strategy, and common risks associated with financing programs.
Example of an implementation plan developed by EnergySmart Colorado at the beginning of the implementation of its Better Buildings Neighborhood Program.
This presentation provides an overview of the lending RFP issued by the city of Greensboro's Better Buildings Program, including a description of the roles and responsibilities for the city and its financial partners.
This paper, which is based on detailed case studies of nine existing state and local programs, presents recommendations for energy upgrade programs to facilitate industry growth and support contractor business models.
Courtesy of Clean Energy Solutions. This presentation provides an overview of topics related to building the workforce for energy efficiency programs, including market characterization, stakeholder engagement, training and certification, and community workforce agreements. It includes information on the experience of Clean Energy Works Oregon (now Enhabit) in Portland, Oregon.
This presentation provides information on strategies to successfully recruit contractors. Topics include setting goals, identifying contractors, contacting contractors, and following up with contractors.
This report summarizes existing research and discusses current practices, opportunities, and barriers to coordinating energy efficiency and demand response programs.
This guide provides an assessment of various approaches to Marketing & Outreach for home energy efficiency improvements.
This guide provides background on the home improvement market in the U.S. and Canada and end users and systems in existing homes, as well as a description of energy efficiency program approaches and strategies.
This market assessment evaluates lending options for funding energy efficiency upgrades in North Carolina.
Marketing & Outreach: Working with and Learning from Contractors
This webcast highlights programs that actively engage the contractor community in program design and implementation. Several contractors share their views on best practices for Marketing & Outreach.
A sample request for proposals from Boulder County, Colorado, to develop an energy efficiency and renewable energy rebate program.
Financing Program Support for ARRA Recipients - PACE Webinar
Webcast with information on financing structure design for four energy efficiency upgrade programs, including methods used to conduct market evaluations.
These case studies highlight examples of participating contractors who have employed Home Performance with ENERGY STAR to help homeowners improve their home's comfort and lower their utility bills.