Cost-effectiveness evaluations compare energy efficiency's benefits and costs to judge whether to expand, retain, revise, or eliminate efficiency programs or specific measures. This presentation discusses the basics of cost-effectiveness assessments for utility customer-funded efficiency portfolios as well as issues and options that should be considered when assessing cost-effectiveness, selecting which test(s) to use, and quantifying the components of tests (e.g., non-energy impacts, measure costs).

This report consists of a literature review and in-depth interviews with subject matter experts in the Home Performance with ENERGY STAR (HPwES) program area. The goal was to compare Delaware Sustainable Energy Utility (DESEU) HPwES Programs with peer-programs across the United States. The report also identifies key metrics and emerging trends regarding program design.

This presentation provides an overview of energy efficiency financing for low- and moderate-income households, including a sector overview, consumer protections, financing products, and lessons learned.

The catalog is a compilation of state and local energy efficiency potential studies to serve as a resource for energy planners and as a baseline for future analyses.

This presentation provides an overview of the Energy Savers program for affordable rental housing, its loan structure, and lessons learned.

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.

This paper is a baseline assessment of electric and natural gas energy efficiency programs that target low-income households in the largest metropolitan areas in the country. ACEEE surveyed over 70 electric and natural gas utilities on their 2015 low-income program spending, energy savings, customer participation, and best practices.

This report reviews Ouachita Electric Cooperative's transition to its HELP PAYS® tariffed on-bill investment program. This analysis uses data for the first nine months of the program launched in 2016. Some of those benefits are being validated immediately by the market response in the service area compared to the same period of the prior year with HELP, the on-bill financing program that HELP PAYS replaced.

This guide supports the development, maintenance, and use of accurate and reliable Technical Reference Manuals (TRMs). TRMs provide information to estimate the energy and demand savings of end-use energy efficiency measures associated with utility customer-funded efficiency programs. This guide describes existing TRMs in the United States and provides recommendations for TRM best practices. It also offers related background information on energy efficiency; evaluation, measurement, and verification; and TRM basics.

SWEPCO's Authorization to Release Information Form is used to release a customer's historical electric usage to a gridSMART Network Contractor.

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.

This paper analyzes Bank of America's $55 million initiative to provide low-cost funding and grant support to advance energy efficiency investment in low- to moderate-income communities. The funding supported community development financial institutions (CDFIs) in developing and enhancing efficiency programs for residential, commercial, and multifamily buildings. We report on loan performance, energy savings, and the degree to which the savings offset the cost of the energy efficiency investment.

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.

This presentation covers the New York On-Bill recovery financing, Home Energy Lending Program's (H.E.L.P.) loan program, and California energy efficiency financing products.

This summary from a Better Buildings Residential Network peer exchange call focused on standardization of effective practices across a program territory.

This report lays the groundwork for a dialogue to explore regulatory and policy mechanisms for ensuring that efficiency financing initiatives provide value for society and protection for consumers. Through case studies of Connecticut, New York, Massachusetts, California, and Maryland, it explores emerging issues that jurisdictions will need to tackle when considering an increased reliance on financing.

A number of states are beginning to recognize Demand Reduction Induced Price Effects (DRIPE) as a real, quantifiable benefit of energy efficiency and demand response programs. DRIPE is a measurement of the value of demand reductions in terms of the decrease in wholesale energy prices, resulting in lower total expenditures on electricity or natural gas across a given grid. This paper reviews the existing knowledge and experience from select U.S. states regarding DRIPE (including New York and Ohio), and the potential for expanded application of the concept of DRIPE by regulators.

Among the many benefits ascribed to energy efficiency is the fact that it can help create jobs. Although this is often used to motivate investments in efficiency programs, verifying job creation benefits is more complicated than it might seem at first. This paper identifies some of the issues that contribute to a lack of consistency in attempts to verify efficiency-related job creation. It then proposes an analytically rigorous and tractable framework for program evaluators to use in future assessments.

This paper describes existing barriers to integrating energy efficiency data into real estate markets, and illustrates recent efforts to address them. National cross-industry collaborations have resulted in standard data collection and transfer tools that allow home performance data to be shared across industries. Real estate markets in some regions have begun including these data into multiple listing services (MLS), making them visible during real estate transactions.

This case study presents information about the AlabamaWISE program. It includes background information, approaches the program took to enhance home energy efficiency, and results achieved by the program.

Presents the loan loss reserve guidelines for the Arkansas Residential Energy Efficiency Loan Loss Reserve Program.

This summary from a Better Buildings Residential Network peer exchange call focused on the advantages and challenges of data tracking systems.

This presentation covers lesson learned for PACE from the Toledo Port Authority, innovative real estate finance solutions from the Ygrene Energy Fund, and financing energy improvements on utility bills.

Fact sheet that provides an overview of the Energy Impact Illinois Loan Program.

This packet contains all the contractor reporting and verification forms required by Energy Impact Illinois.

This report builds and expands off of previous research by collecting and evaluating data from 800 Illinois Home Performance (IHP) retrofits. This study investigates homeowner measure package choices in the Illinois Home Performance with ENERGY STAR® (IHP) program compared to cost-optimal choices determined through Building Energy Optimization (BEopt™) modeling software.

There are more than 17 million multifamily households nationwide, yet they remain a significant and mostly untapped opportunity for energy efficiency gains. Many cities and states that have embraced energy retrofitting as a job creator and boon to both the environment and economy have yet to address potential savings in multifamily properties, primarily because of obstacles not faced by single family and commercial properties. This paper discusses two barriers -- a lack of information and financing -- that stand in the way of multifamily energy retrofits.

This report provides an overview of the current state of on-bill programs and provides actionable insights on key program design considerations for on-bill lending programs.

The Multi-State Residential Retrofit Project is a residential energy-efficiency pilot program, funded by a competitive U.S. State Energy Program (SEP) award through the U.S. Department of Energy. The Multi-State Project operates in four states: Alabama, Massachusetts, Virginia, and Washington. During the course of this three-year process evaluation, Cadmus worked closely with NASEO and the four states to collect information about the programs from many perspectives, including: State Energy Office staff, program implementers, homeowners, auditors/contractors, real estate professionals, appraisers, lenders, and utility staff. This report discusses: the project’s context; its goals; the evaluation approach and methods; cross-cutting evaluation results; and results specific to each of the four states.

This packet contains all the contractor reporting and verification forms required by Energy Impact Illinois.

This report presents the impact evaluation conducted of the 13 programs in the Southeast Consortium Better Buildings Neighborhood Program (BBNP).

This report presents the phase 1 process evaluation conducted of the 13 programs in the Southeast Consortium Better Buildings Neighborhood Program (BBNP).

This report presents the phase 2 process evaluation conducted of the 13 programs in the Southeast Consortium Better Buildings Neighborhood Program (BBNP).

Matrix of participating lenders and associated loan information.

Flyer for contractors that explains the EI2 loan program and loan eligibility criteria.

Flyer for contractors that explains the steps needed to complete the EI2 loan process.

This report provides an independent analysis of the job creation impact of DOE's investment in energy efficiency programs, from 2010 to 2013. The analysis calculates the job creation results that would have occurred in the Southeast, based on the prevailing economic conditions from 2010 to 2013, had DOE invested in sectors other than energy efficiency.

This report demonstrates the results achieved to date by the Southeast Energy Efficiency Alliance. It highlights the experiences of Consortium programs, their successes driving further investments in energy efficiency improvements, and the challenges that hindered their progress. It also details the infrastructure, resources, and opportunities that support the deployment of energy efficiency programming, and the approaches that the Consortium has found best suited to the region.

This report presents impact evaluation results for the Energy Savers program for large multi-family buildings. The Energy Savers program is run by CNT Energy and Community Investment Corporation. Initiated in January 2008 and now in its fifth year of existence, the Energy Savers program involves a variety of services to promote energy efficiency improvements for multi-family residential buildings of 5-50 units in the affordable housing market segment.

This interim evaluation report examines the design, delivery, and market effects of each of the Southeast Energy Efficiency Alliance's (SEEA) thirteen sub-grantee programs and identifies opportunities to increase each program's success, and quantifies and verifies the energy savings achieved through the programs' funded home energy improvements and the cost-effectiveness of those savings.

This report summarizes ongoing and recent policy developments that support utility investments in energy efficiency, including program cost recovery, fixed cost recovery, and performance incentives for electric utilities on a state-by-state basis.

Energy Impact Illinois (EI2) conducted 1,600 phone surveys of mid- to high-income households. Its aim was to test program messaging and gauge attitudes toward home improvements and energy efficiency upgrades. The surveys provided a number of insights on the target audience's decision process.

This report provides information on how supporting access to building benchmarking data can help utilities increase efficiency and drive down energy demand.

Presentation that provides an overview of the Energy Savers Program (Illinois), including services, benefits, and success stories.

This paper explores ways in which program administrators are using social norms to spur behavior change and, as a result, curb energy use. In recent years, home energy reports (HER) programs have applied the concept of social norms to the energy efficiency context. These feedback programs inform customers of how their energy consumption compares to their neighbors' and provide other information about their usage, with the goal of enticing customers to change their energy use behavior to improve their relative neighborhood ranking.

This peer exchange call summary focused on how programs are devising plans for creating a contractor revenue stream and potential fee structures.

This policy brief describes the energy efficiency financing options programs can use to help financial institutions make energy upgrades affordable and accessible to homeowners.

This presentation provides the results of a 1,600-person survey of mid- to high-income households conducted by Energy Impact Illinois (EI2) to gauge attitudes toward home improvements and energy efficiency upgrades.

This report provides state and local policymakers with information on successful approaches to the design and implementation of residential efficiency programs for households ineligible for low-income programs.

This report identifies issues associated with developing a national evaluation, measurement, and verification (EM&V) standard for end-use, non-transportation, energy efficiency activities.

This report helps policymakers understand how electric and natural gas utilities can achieve greater efficiency by establishing numeric energy savings targets and goals for energy efficiency programs.

This market assessment for the Alabama Energy Revolving Loan Fund identifies the customers and potential demand for an energy efficiency upgrade financing program.

This report provides an overview of evaluation, measurement, and verification approaches used to estimate the load impacts and effectiveness of energy efficiency programs.

This report provides information for states intending to set up a new revolving loan fund for state energy programs.

This brief focuses on loan programs in 30 states that are currently providing low- to no-interest loans to finance energy efficiency improvements--from energy-efficient windows to replacement HVAC systems--in the residential, business, and public sectors.