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Author(s)
Delaware Sustainable Energy Utility
Publication Date
Organizations or Programs
Energize Delaware

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.

Author(s)
Greg Leventis,,
Lawrence Berkeley National Laboratory
Publication Date

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.

Author(s)
U.S. Department of Energy
Publication Date

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.

Author(s)
PACE Equity
Publication Date

PACE Equity worked closely with CRE Investment Financing to develop and fund a new construction, micro-apartment project in the Sloans Lake area of Denver. This project is the first new construction PACE project in Colorado, as well as the first PACE project completed in Denver.

GUEP Community Spotlight: Columbia, MO goes deeper with energy data

Author(s)
Georgetown University Energy Prize
Publication Date
Organizations or Programs
CoMo Energy Challenge

This presentation covers how the City of Columbia, Missouri, is going deeper with their data to shape how all members of their community use energy. It also shows CoMO Energy Challenge's custom data mapping tool.

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)
American Council for an Energy-Efficient Economy
Publication Date

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.

Author(s)
State and Local Energy Efficiency Action Network
Publication Date

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.

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)
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.

Better Together: Linking and Leveraging Energy Programs for Low-Income Households

Author(s)
U.S. Environmental Protection Agency
Publication Date

This presentation includes a series of case studies to highlight effective efforts by state and local agencies, non-profits, and utilities to bring energy efficiency and renewable energy (EE/RE) to low-income households. It explores the topic of linking and leveraging EE/RE programs for limited-income households, including the need to coordinate with other energy assistance programs.

Author(s)
Honeywell
Publication Date
Organizations or Programs
New Jersey Clean Energy Program

This study examined consumer awareness and opinions concerning the New Jersey Clean Energy Program (NJCEP). Research areas included New Jersey homeowners' awareness of NJCEP, an assessment of attitudes towards energy efficiency, the main benefits associated with energy efficiency, key drivers associated with purchasing energy efficient products, the best methods for increasing consumers awareness of NJCEP, and obstacles to implementing energy efficiency measures in the home.

Author(s)
Elevate Energy
Publication Date
Organizations or Programs
Elevate Energy

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.

Author(s)
State and Local Energy Efficiency Action Network
Publication Date
Organizations or Programs
Enhabit,
New York State Energy Research and Development Authority (NYSERDA)
This report provides an overview of considerations for designing and implementing successful energy efficiency financing programs for existing buildings in the residential and commercial sectors. Information on key issues related to energy efficiency financing programs, guidance to existing resources that provide more in-depth financing program design and implementation information, and strategies for delivering broad customer access to attractive financing products that enhance customer capacity and willingness to invest in energy efficiency to address "first cost" barriers are included.
Author(s)
Community Development Department of the Federal Reserve Bank of San Francisco
Publication Date
Organizations or Programs
NeighborWorks H.E.A.T. Squad,
New York State Energy Research and Development Authority (NYSERDA),
Watt Watchers,
Neighborhood Energy,
Energy Savers,
Ratepayer Inte-grated On-Bill Payment Program,
I'M HOME initiative,
Multifamily Energy Efficiency and Housing Affordability,
Residential Multifamily Housing Program

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.

Author(s)
EnergySmart Colorado
Publication Date
Organizations or Programs
EnergySmart Colorado

Table summarizing financing options for Colorado residents in EnergySmart Colorado territory.

Author(s)
Center for Energy Economic and Environmental Policy
Publication Date
Organizations or Programs
New Jersey Clean Energy Program

This evaluation and research plan sets out a proposed process for establishing and executing a detailed evaluation and research plan for New Jersey's Clean Energy Program.

Author(s)
APPRISE Inc.
Publication Date
Organizations or Programs
New Jersey Clean Energy Program

This memo provides a review of the New Jersey Comfort Partners Energy Saving Protocols, recommends changes to the calculations and additional calculation protocols for measures not included, and calculates engineering estimates for those proposed energy savings formulas.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
EnergySmart,
Energy Upgrade California,
Solar and Energy Loan Fund (SELF)

This summary from a Better Buildings Residential Network peer exchange call focused on new and updated revenue strategies.

Author(s)
EnergySmart
Publication Date
Organizations or Programs
EnergySmart Colorado

Example survey about a homeowner's experience with a visit from an energy advisor as part of EnergySmart in Boulder County, Colorado.

Author(s)
Resources for the Future
Publication Date
Organizations or Programs
Austin Energy

This study looks at evidence of capitalization of energy efficiency features in home prices using data from real estate multiple listing services (MLS) in three metropolitan areas: the Research Triangle region of North Carolina; Austin, Texas; and Portland, Oregon. These home listings include information on Energy Star certification and, in Portland and Austin, local green certifications. Our results suggest that Energy Star certification increases the sales prices of homes built between 1995 and 2006 but has no statistically significant effect on sales prices for newer homes.

Author(s)
Rachael P Fredericks, PSE&G
Publication Date
Organizations or Programs
Public Service Electric & Gas Company (PSE&G)

This presentation provides an overview of PSE&G's Multifamily Housing Program, highlighting drivers, incentive structure, results, and lessons learned.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
EnergySmart,
Denver Energy Challenge

This peer exchange call summary focused on tracking and using data to support revenue streams.

Author(s)
Colorado Public Utilities Commission
Publication Date

Form used by the Colorado Public Utilities Commission for consent to disclose utility customer data.

Author(s)
State and Local Energy Efficiency Action Network
Publication Date

This report provides information on how access to energy use data can help local governments create policies for benchmarking and disclosing building energy performance for public and private sector buildings.

Author(s)
Navigant, Inc. (Prepared for Boulder County)
Publication Date
Organizations or Programs
EnergySmart Colorado

This progress report provides community members and others interested in EnergySmart with a clear snapshot of its progress. The report also provides a timeline of energy efficiency policies and programs in Boulder County.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Enhabit,
EnergySmart

This peer exchange call summary focused on how to receive and evaluate feedback from customers and contractors.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Energy Upgrade California,
EnergySmart Colorado

This peer exchange call summary focused on multifamily information technology tools for project information, marketing, assessment, tracking and evaluation.

Author(s)
Melissa Glickman, Boulder County, Colorado (now EnergySmart)
Publication Date
Organizations or Programs
EnergySmart Colorado

EnergySmart Colorado uses surveys and a customer database to get feedback from homeowners that helps fine-tune program services and operations.

Author(s)
Suzanne Russo, Pecan Street Project Inc.
Publication Date
Headquartered at The University of Texas at Austin, Pecan Street Inc. is a research and development organization focused on developing and testing advanced technology, business model and customer behavior surrounding advanced energy management systems. Their flagship effort is the Pecan Street Demonstration Project that began in an Austin community. This presentation discusses collecting and using data to assess and improve the Pecan Street Project.
Author(s)
Lawrence Berkeley National Laboratory
Publication Date

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.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Enhabit,
EnergySmart Colorado

Clean Energy Works Oregon's (now Enhabit's) experience implementing an on-bill financing program.

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.

Partnering with Utilities Part 1 -- Successful Partnerships and Lessons from the Field

Author(s)
Jennifer Clymer, ICF International,
Philip LaMay, Allegheny County, Pennsylvania,
Christian Williss, Denver, Colorado,
Sharon Procopio, Denver, Colorado
Publication Date
Organizations or Programs
Denver Energy Challenge
This webcast served as a roundtable for communities to describe successful partnerships between local governments and utilities that enabled the local governments to implement new clean energy programs or enhance existing ones.
Author(s)
Paul Cillo, Energy Efficiency Institute, Inc.
Publication Date
Organizations or Programs
Stratford,
NH,
Public Service of New Hampshire,
Kansas How$mart,
Hawaiian Electric Company

Presentation providing an overview of the PAYS financial model, including information on risks and how to manage them, and successful program examples using the PAYS model.

Author(s)
EnergySmart Colorado
Publication Date
Organizations or Programs
EnergySmart Colorado
Example of a program design flowchart showing key steps and relationships for the energy efficiency program in Eagle County, Colorado.
Author(s)
EnergySmart
Publication Date
Organizations or Programs
EnergySmart Colorado

Example of an implementation plan developed by EnergySmart Colorado at the beginning of the implementation of its Better Buildings Neighborhood Program.

Author(s)
State and Local Energy Efficiency Action Network
Publication Date

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.

Author(s)
Environmental Finance Center at The University of North Carolina at Chapel Hill
Publication Date
Organizations or Programs
St. Louis County SAVES
This market assessment for the St. Louis Residential Energy Efficiency Loan Program identifies the customers and potential demand for an energy efficiency upgrade financing program.
Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Enhabit,
Austin Energy

This peer exchange call summary focused on available program interest rates and how to lower those rates.

Author(s)
Austin Energy
Publication Date
Organizations or Programs
Austin Energy
A project planning timetable template from Austin Energy that reflects all program planning activities, including marketing.
Author(s)
Boulder County, Colorado
Publication Date
Organizations or Programs
EnergySmart Colorado

Example Request for Proposal (RFP) to provide Boulder County, Colorado with support services for its Retrofit Ramp Up Program including a social mobilization campaign, database management services, and marketing/public relations services for the both the residential and commercial parts of the Program.

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)
City of Independence, Missouri
Publication Date

A sample competitive procurement procedure to award loan loss reserve funds to a financial institution partner.

Financing Program Support for ARRA Recipients - PACE Webinar

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Energy Upgrade California,
EnergySmart Colorado

Webcast with information on financing structure design for four energy efficiency upgrade programs, including methods used to conduct market evaluations.

Revolving Loan Fund Basics and Best Practices

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Texas LoanSTAR,
Montana Alternative Energy Revolving Loan Program
This webcast featured four presentations providing examples and best practices for revolving loan funds.
Author(s)
National Action Plan for Energy Efficiency
Publication Date

This report describes the effects of utility spending on efficiency programs, how those effects could constitute barriers to investment in energy efficiency, and how policy mechanisms can reduce these barriers.