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Author(s)
Energize New York
Publication Date
Organizations or Programs
Energize New York,
New York State Energy Research and Development Authority (NYSERDA)

With project funding from Energize NY PACE and incentives from NYSERDA's Multifamily program, Natlew Corporation was able to make energy efficiency upgrades to their multifamily affordable housing complex in Mount Vernon, NY.

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

This case study features New York City Energy Efficiency Corporation (NYCEEC), a member that focuses on financing energy efficiency and clean energy upgrades for multifamily buildings in the city and surrounding communities.

Author(s)
Greater Cincinnati Energy Alliance
Publication Date
Organizations or Programs
Greater Cincinnati Energy Alliance (GCEA)

Ivy Knoll Senior Retirement Community used PACE financing to make significant building improvements of systems that were outdated or energy inefficient. Through PACE financing, Ivy Knoll management was able to select improvements that had the highest energy savings but also came with higher upfront costs for the 7-story, all-electric building.

Lessons Learned and the Better Buildings Residential Program Solution Center

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

Take you on a tour of the U.S. Department of Energy’s Better Buildings Residential Program Solution Center content and functionality and explore how you can use the Solution Center to help design, implement, and evaluate residential energy efficiency programs. Program examples focus on contractor engagement and workforce development. Learn how to support and partner with the workforce who will deliver your program’s energy efficiency services by understanding their capacity, recruiting contractor partners, enabling technical training and business development support, and refining program processes over time.

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

The Better Building Residential Program Implementation Plan Template will help you develop a strategy for planning, operating, and evaluating a successful residential energy efficiency program. The template includes sections for all six program components (i.e., Market Position & Business Model, Program Design & Customer Experience, Evaluation & Data Collection, Marketing & Outreach, Financing, and Contractor Engagement & Workforce Development).

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

The Better Building Residential Program Implementation Plan Template will help you develop a strategy for planning, operating, and evaluating a successful residential energy efficiency program. The template includes sections for all six program components (i.e., Market Position & Business Model, Program Design & Customer Experience, Evaluation & Data Collection, Marketing & Outreach, Financing, and Contractor Engagement & Workforce Development).

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

This case study interview shares how GTECH (Growth Through Energy and Community Health) Strategies, a Better Buildings Residential Network member, developed and maintains strong strategic partnerships with trusted local companies and organizations to meet a shared goal of completing 100 home energy upgrade projects.

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.

Energy Efficiency and Conservation Loan Program Webinar Series: #6 Solar

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

This webinar is the sixth (in a series of six) hosted by USDA Rural Utility Service (RUS) and focusing on the Energy Efficiency and Conservation Loan Program (EECLP). This webinar provides an overview of Solar Photovoltaic (PV) Opportunities and the Energy Efficiency and Conservation Loan Program. It features the New Hampshire Electric Co-op's Solar PV Program and SunShot Solar Outreach Partnership (SolarOPs). SolarOPs is a U.S. Department of Energy program designed to increase the use and integration of solar energy in communities across the US.

Author(s)
National Association of State Energy Officials,
Alabama Department of Economic and Community Affairs
Publication Date
Organizations or Programs
AlabamaWISE

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.

Energy Efficiency and Conservation Loan Program Webinar Series: #1 Overview and Cost Effectiveness

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

This webinar is the first (in a series of six) hosted by USDA Rural Utility Service (RUS) and focusing on the Energy Efficiency and Conservation Loan Program (EECLP). This webinar provides an overview of the Energy Efficiency and Conservation Loan Program. It covers the requirements and benefits of the program and also discusses steps you can take to evaluate the cost effectiveness of energy program options.

Energy Efficiency and Conservation Loan Program Webinar Series: #3 Residential Energy Efficiency Deep Dive, Part One

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

This webinar is the third (in a series of six) hosted by USDA Rural Utility Service (RUS) and focusing on the Energy Efficiency and Conservation Loan Program (EECLP). The first in a two-part series, this webinar shares best practices from the more than 40 competitively selected state and local governments who participated in the U.S. Department of Energy’s Better Buildings Neighborhood Program, including market position and business model, program design and customer experience, evaluation and data collection, marketing and outreach, financing, and contractor engagement and workforce development.

Energy Efficiency and Conservation Loan Program Webinar Series: #4 Residential Energy Efficiency Deep Dive, Part Two

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

This webinar is the fourth (in a series of six) hosted by USDA Rural Utility Service (RUS) and focusing on the Energy Efficiency and Conservation Loan Program (EECLP). The second in a two-part series, this webinar shares best practices from the more than 40 competitively selected state and local governments who participated in the U.S. Department of Energy’s Better Buildings Neighborhood Program. This webinar focuses on data collection and continuous improvement, partnering with financial institutions, community-based outreach, and quality assurance of contractor work. It also features a case study from Jackson Electric Member Corporation about their audit tools, rebates and loans, tracking and reporting, and marketing and advertising strategies.

Energy Efficiency and Conservation Loan Program Webinar Series: #5 On-Bill Financing

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

This webinar is the fifth (in a series of six) hosted by USDA Rural Utility Service (RUS) and focusing on the Energy Efficiency and Conservation Loan Program (EECLP). This webinar focuses on financing energy improvements on utility bills and features case studies about Roanoke Electric Cooperative's Upgrade to Save program and North Arkansas Electric Cooperative. It also provides information for programs seeking on-bill financing project assistance.

Energy Efficiency Financing Programs: Financing Energy Improvements on Utility Bills

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

This webcast provides a market update and key program design considerations for on-bill financing programs.

Financing Energy Improvements on Utility Bills: Case Studies from the Field

Author(s)
Eleni Pelican, U.S. Department of Energy,
Mark Zimring, Lawrence Berkeley National Laboratory,
Greg Leventis, Lawrence Berkeley National Laboratory,
Merrian Borgeson, Lawrence Berkeley National Laboratory,
Charles Goldman, Lawrence Berkeley National Laboratory,
Peter Thompson, Lawrence Berkeley National Laboratory,
Ian Hoffman, Lawrence Berkeley National Laboratory
Publication Date
Organizations or Programs
Power Smart,
New York State Energy Research and Development Authority (NYSERDA),
Pacific Gas and Electric Company (PG&E)

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).

PowerSaver Loan

Author(s)
U.S. Department of Energy
Publication Date
This webcast provided an overview to the PowerSaver Loan; described the role of financing in home energy efficiency projects and examples of program's experience; introduced how DOE program sponsors and partners can utilize PowerSaver to offer affordable energy efficiency loans to homeowners; and discussed options, strategies and next steps for interested programs to partner with participating PowerSaver lender(s).
Author(s)
U.S. Department of Energy
Publication Date

Example proposal evaluation scoring sheet to rank qualifications of financial institution bidders for energy efficiency upgrade loan programs.

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

A sample for defining and elaborating on the specifics of a clean energy loan program.

Author(s)
Efficiency Maine
Publication Date
Organizations or Programs
Efficiency Maine

Efficiency Maine developed this online portal, where many of its program forms are available for download (e.g., program overviews and manuals, participation agreements, and related application materials).

Author(s)
Green For All
Publication Date
Organizations or Programs
MPower Oregon,
Kansas How$mart,
PSE&G New Jersey Multifamily Program,
Windsor Efficiency PAYS

This report highlights program and policy attributes that enable successful on-bill programs based on analysis of four program case studies.

Preliminary Process and Market Evaluation: Better Buildings Neighborhood Program

Author(s)
Lawrence Berkeley National Laboratory
Publication Date
This webcast provided an overview of the preliminary process and market evaluation completed for the Better Buildings Neighborhood Program.

Raising Investment Funds for Clean Energy Programs & Working with Financial Institutions

Author(s)
Peter Meyer, The E.P. Systems Group, Inc.,
Glenn Barnes and Jennifer Weiss, Environmental Finance Center at The University of North Carolina at Chapel Hill
Publication Date
This webcast provided a broad picture of possibilities for providing energy efficiency financing, and presented guidance on working with financial institutions.

Tools for Designing & Implementing Better Finance Programs

Author(s)
U.S. Department of Energy
Publication Date
Rather than selecting from two or three fixed models, a successful clean energy finance program will require a sponsor to make a number of design decisions, based on resources available and the needs of the community served. This webinar outlines these key areas for consideration (including potential program sponsors, institutional structure, and potential sources of program revenue) and examples of how organizations across the country have blended design decisions into successful programs.
Author(s)
U.S. Department of Energy
Publication Date

A template agreement that addresses the full energy efficiency or renewable energy loan origination cycle.

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

In this video interview segment, Andy Holzhauser of the Greater Cincinnati Energy Alliance discusses the importance of programs empowering contractors to sell upgrades and loans.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
ShopSmart with JEA
Case study highlighting the home performance lending program spearheaded by local utility JEA and JaxMetro Credit Union in Jacksonville, Florida. This program is one of the most successful in the Southeast Energy Efficiency Alliance's Community Consortium.

Exploring Opportunities for Energy Efficiency as a Revenue Stream in the Forward Capacity Markets

Author(s)
U.S. Department of Energy
Publication Date
This webcast provides information for energy efficiency programs on the opportunities and challenges associated with participating in forward capacity markets and reliability pricing models as potential revenue streams.
Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Greater Cincinnati Energy Alliance (GCEA)

In this video interview segment, Andy Holzhauser of the Greater Cincinnati Energy Alliance discusses how programs can create more effective loan products by first identifying existing loan products and then working to make them better for homeowners and contractors.

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

In this video interview segment, Tessa Shin of AFC First discusses the importance of making the loan application process simple for both homeowners and contractors.

Community Development Finance Institutions: Opportunities for Partnerships with Energy Efficiency Programs

Author(s)
U.S. Department of Energy
Publication Date
This webcast highlights opportunities for community development finance institutions to partner with energy efficiency programs.

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

This sample phone survey template for program drop-outs, created by the Better Buildings Neighborhood Program, was designed for programs to find out why applicants that applied to participate in a program ultimately dropped out.

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

This sample phone survey template, created by the Better Buildings Neighborhood Program, was designed for programs to use with applicants who have been screened out from participating in a program.

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

This sample email survey template, created by the Better Buildings Neighborhood Program, was designed for programs to develop their own survey of successful program participants in order to assess customer experience.

Exploring Power Purchase Agreements: The Basics, Part 1

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Salt Lake County's Energy Smart Loan Program,
Talbot County Project Sunburst
This webcast provides basic information about power purchase agreements.

Financial Program Management for Continuous Improvement

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
EnergySmart Colorado,
emPowerSBC
This webcast discussed financial program management.
Author(s)
U.S. Department of Energy
Publication Date

An Excel-based example of a financing program model.

Financing Programs: RFP & Contract Terms and Conditions

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
SustainableWorks,
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton,
Milwaukee Energy Efficiency (Me2),
City of San Diego Residential Energy Efficiency Loan Program

This webcast discusses financing program RFPs and contract terms and conditions.

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)
Energy Upgrade California
Publication Date
Organizations or Programs
Energy Upgrade California
Example loan loss reserve fund agreement.
Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
EnergyWorks
Outlines Philadelphia's EnergyWorks program's use of low-interest loans to incentivize homeowners by tying the interest rate to the number of energy efficiency measures incorporated into the home.

Managing Financing Programs: Spreadsheet Models

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Montana Alternative Energy Revolving Loan Program,
Texas LoanSTAR
This webcast provides an overview of spreadsheet models available to help manage financing programs.
Author(s)
U.S. Department of Energy
Publication Date
This document provides a menu of initial questions for a program administrator or implementer to build on and use in developing a real-time evaluation survey to collect qualitative data from program participants.

Creating Liquidity for Energy Efficiency Loans in Secondary Markets

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

This webcast discusses secondary markets as a means for private investors to participate in and fund energy efficiency loan programs.

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

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

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

A template agreement demonstrating how to address the deposit and use of loan loss reserve funds.

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.

Pennsylvania's Keystone HELP Program

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Keystone Home Energy Loan Program (HELP)
This webcast presents Pennsylvania's Keystone HELP program as a case study for successful public/private partnerships for consumer energy efficiency financing.

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.

PACE Legal Authority & Administration: Financing Program Support for ARRA Recipients

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
EnergySmart,
CaliforniaFIRST,
Sustainable Energy Trust Program,
Long Island Green Homes

This webcast discussed program administration for PACE financing programs.

PACE Legal Issues: Financing Program Support for ARRA Recipients

Author(s)
U.S. Department of Energy
Publication Date
This webcast discussed legal issues for PACE financing programs.

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.

Revolving Loan Funds: An Introduction

Author(s)
U.S. Department of Energy
Publication Date
This webcast provides an introduction to revolving loans funds, highlighting basics and best practices.
Author(s)
Alliance to Save Energy
Publication Date
Organizations or Programs
Texas LoanSTAR,
Kansas Energy Efficiency Program,
Keystone Home Energy Loan Program (HELP)
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.