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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)
Greg Leventis, Lawrence Berkeley National Laboratory,
Bruce Schlein, Citi,
Curtis Wynn, Roanoke Electric Cooperative,
Karyn Sper, Fannie Mae,
Philip Henderson, Natural Resources Defense Council
Publication Date

This presentation provides an overview energy efficiency financing products and opportunities for consumer protections and program expansion for low and moderate income customers in the single- and multifamily residential market sectors.

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.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Energy Trust of Oregon

This summary from a Better Buildings Residential Network peer exchange call focused on key challenges and opportunities for working with HVAC contractors to shift toward high-impact energy-efficient HVAC solutions. Speakers include DOE and the Energy Trust of Oregon.

Author(s)
Ouachita Electric Cooperative,
Eetility
Publication Date
Organizations or Programs
HELP PAYS

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.

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)
U.S. Department of Energy
Publication Date
Organizations or Programs
Energize Connecticut

This summary from a Better Buildings Residential Network peer exchange call focused on how organizations can diversify and grow new revenue streams and types of financing approaches used to make resources stretch further and help homeowners finance upgrades. Speakers include Connecticut Green Bank, Sealed, and Craft3.

Author(s)
E4TheFuture,
Environmental Entrepreneurs (E2)
Publication Date

The report, based on U.S. Bureau of Labor Statistics data and a survey of tens of thousands of businesses across the country, provides detailed breakdowns of clean energy jobs not available previously, and it was developed and released in connection with a major U.S. Department of Energy study of all energy jobs in America.

Author(s)
American Council for an Energy-Efficient Economy
Publication Date
Organizations or Programs
Elevate Energy,
Enhabit

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.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Bridging the Gap,
Nexus Energy Center,
Knoxville Extreme Energy Makeover

This document features lessons learned shared by Better Buildings Residential Network members during Peer Exchange Calls held during Fall 2015.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Bridging the Gap,
Nexus Energy Center,
Knoxville Extreme Energy Makeover

This document features lessons learned shared by Better Buildings Residential Network members during Peer Exchange Calls held in Winter 2016.

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

This peer exchange call summary focused on best practices for building and maintaining a robust contractor network.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
New Mexico Energy$mart,
Energy Trust of Oregon,
Community Power Works

This summary from a Better Buildings Residential Network peer exchange call focused on strategies for contractor training.

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)
Jeffrey Pitkin, NYSERDA,
Tammy Agard, EEtility,
Frank Spasaro, Southern California Gas Company
Publication Date

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.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Greater Cincinnati Energy Alliance (GCEA),
Enhabit

This summary from a Better Buildings Residential Network peer exchange call focused on how to generate energy upgrade customer leads and allocate those leads to contractors.

Author(s)
Community Power Works
Publication Date
Organizations or Programs
Community Power Works

This infographic illustrates program accomplishments between 2011 and 2014.

Author(s)
RePower Bainbridge,
Conservation Services Group,
U.S. Department of Energy
Publication Date
Organizations or Programs
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton
This guide is designed to serve as a "how-to" reference for island communities (or small, similarly sized, more isolated communities) that want to develop and implement a residential energy-efficiency and conservation program. The purpose of this guide is to help communities chart a course for successful program development based on the lessons learned during implementation and operation of RePower Bainbridge, an energy-efficiency program on Bainbridge Island, Washington.
Author(s)
EnergySmart Colorado
Publication Date
Organizations or Programs
EnergySmart Colorado

This contractor process flowchart from EnergySmart Colorado includes the phases of contractor qualifications review and preparation, site work, and follow up.

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)
New Jersey Clean Energy
Publication Date
Organizations or Programs
New Jersey Home Performance with ENERGY STAR

This presentation provides an overview of New Jersey Clean Energy's approach to contractor engagement, including contractor participation requirements, procedures for quality assurance and quality control, production incentives, training procedures, and an online contractor portal.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
New York State Energy Research and Development Authority (NYSERDA),
Community Energy Challenge,
Community Power Works

This summary from a Better Buildings Residential Network peer exchange call focused on quality assurance and control, standardization of upgrades and workforce expectations.

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)
U.S. Department of Energy
Publication Date
Organizations or Programs
Community Energy Challenge,
SustainableWorks,
Enhabit

This peer exchange call summary focused on using approved contractor lists and matching customers with contractors based on processes/criteria.

Author(s)
Southeast Energy Efficiency Alliance
Publication Date
Organizations or Programs
Southeast Energy Efficiency Alliance (SEEA)

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.

Author(s)
Southeast Energy Efficiency Alliance
Publication Date
Organizations or Programs
Southeast Energy Efficiency Alliance (SEEA)

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.

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)
RePower Program
Publication Date
Organizations or Programs
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton
This document details the procedures for identifying, documenting, and responding to performance problems associated with contractors in the RePower Program of Kitsap County, Washington. It includes example forms and a draft letter to contractors.
Author(s)
RePower Program
Publication Date
Organizations or Programs
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton
This is an application form for contractors (trade allies) interested in participating in the RePower Program of Kitsap County, Washington. The form describes the benefits and requirements for participating contractors, and allows contractors to identify the specific services they offer.
Author(s)
RePower Kitsap
Publication Date
Organizations or Programs
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton
RePower in Bainbridge Island and Bremerton, Washington developed this manual as a set of rules and requirements for acceptable materials and installation procedures for energy efficiency measures installed in existing homes.
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)
U.S. Department of Energy
Publication Date
Organizations or Programs
EnergySmart,
NeighborWorks H.E.A.T. Squad

This summary from a Better Buildings Residential Network peer exchange call focused on trends in contractor conversion rates.

Author(s)
Andrea Petzel, Community Power Works
Publication Date
Organizations or Programs
Community Power Works
This presentation discusses the new approach to training that Seattle's Community Power Works program is using to support its high-road workforce agreement.
Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton

This video describes how RePower benefited from coordinating with contractors from the very beginning.

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

This peer exchange call summary focused on how to engage, grow and identify challenges of small contractor businesses.

Author(s)
Kellie Stickney, SustainableWorks
Publication Date
Organizations or Programs
SustainableWorks
Presentation on the SustainableWorks non-profit general contractor model for supporting energy upgrades in Washington state and lessons learned for implementing a whole house approach.
Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Local Energy Alliance Program (LEAP),
BetterBuildings for Michigan

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

Author(s)
Lawrence Berkeley National Laboratory
Publication Date
Organizations or Programs
Camden POWER - A Better Buildings Initiative,
Wisconsin Energy Conservation Corporation (WECC),
Better Buildings Near Eastside Neighborhood Sweeps Program,
Home Energy Affordability Loan (HEAL),
Keystone Home Energy Loan Program (HELP),
Midwest Energy,
New York State Energy Research and Development Authority (NYSERDA),
Opportunity Council,
Wyoming Energy Savers
This policy brief describes the energy efficiency financing options programs can use to help financial institutions make energy upgrades affordable and accessible to homeowners.
Author(s)
Washington State University Energy Program
Publication Date

This mid-program evaluation includes extensive analysis of program sectors, including results of surveys of participants, and summarizes lessons learned to date.

Author(s)
Washington State University Energy Program
Publication Date
Organizations or Programs
Community Power Works
This mid-program evaluation includes extensive analysis of program sectors, including results of surveys of participants, and summarizes lessons learned to date.
Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Local Energy Alliance Program (LEAP)
This video shows how Better Buildings Neighborhood Program partners are training and expanding their local contractor workforce and supporting professional jobs in communities across the country.
Author(s)
Cynthia Adams, Local Energy Alliance Program
Publication Date
Organizations or Programs
Local Energy Alliance Program (LEAP)
This presentation provides an overview of the process and tools the Local Energy Alliance Program (LEAP) of Charlottesville, Virginia uses to collect and report customer and contractor data on projects.
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.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Local Energy Alliance Program (LEAP)

This peer exchange call summary focused on the background and features of the PowerSaver loan program.

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)
Gary R. Myers, Poudre Valley Rural Electric Association
Publication Date
Organizations or Programs
EnergySmart Colorado
This presentation explains how to engage and motivate contractors and utility companies through the use of commitments, creating a dynamic program that they can become involved with, and the setting of standards for contractors.
Author(s)
Community Power Works
Publication Date
Organizations or Programs
Community Power Works

This agreement outlines the goals, contractor standards, hiring standards, training program standards, and procedures for contractor participation in Seattle's Community Power Works program. As a "high-road" agreement, the employment and contracting standards are designed to ensure broad access to economic opportunities for all types of businesses and workers, support training on sustainable career paths, and ensure high-quality work.

Author(s)
Community Power Works
Publication Date
Organizations or Programs
Community Power Works
This planning document from Community Power Works of Seattle, Washington, includes flow charts and tables designed to help guide both the initial launch of the program, which includes setting goals, and its ongoing development.

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.

Loan Loss Reserves: Lessons from the Field

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

This webcast highlights lessons learned from programs that have used loan loss reserve funds.

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.

Author(s)
National Renewable Energy Laboratory
Publication Date
Organizations or Programs
Texas LoanSTAR,
Utah Revolving Loan Fund for Schools,
Rhode Island Energy Revolving Loan Fund,
Ohio Energy Efficiency Revolving Loan Fund,
Montana Alternative Energy Revolving Loan Program,
Arizona Energy Loan Program,
Florida Conversion Revolving Loan Program,
Efficiency Kansas Revolving Loan Program,
North Carolina Energy Program
This report provides information for states intending to set up a new revolving loan fund for state energy programs.
Author(s)
State of Washington Department of Commerce
Publication Date
Organizations or Programs
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton
A sample request for proposals from Washington state to develop an energy efficiency credit enhancement grant program.
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.