This presentation describes how PG&E is using advanced metering infrastructure (AMI) to enhance their advanced home upgrade whole-house retrofit program, on-bill financing, and residential pay for performance (P4P) program.

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.

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.

This presentation provides an overview of ACEEE's nationwide study of utility provider incentives for the multifamily buildings sector, as well as a broad overview of other sources of funds for energy and water conservation. This session covered the latest news regarding state energy programs, local green banks, weatherization funds, tax credits, and more.

This summary from a Better Buildings Residential Network peer exchange call focused on types of financing used to support home energy upgrades, including Warehouse for Energy Efficiency Loans (WHEEL) and on-bill financing (OBF) through rural electric cooperatives. It featured speakers from the Energy Programs Consortium and The Electric Cooperatives of South Carolina, Inc.

This presentation introduces the Energy Programs Consortium report, Residential Property Assessed Clean Energy (R-PACE) - A Primer for State and Local Energy Officials. It also covers R-PACE statistics, program details, comparisons with other financing options, and consumer protections.

This presentation covers the state of the efficiency financing industry and topics including trends in both new and old financing products, key policy changes affecting the industry, and the market outlook for 2018 and beyond.

This presentation covers the public process to encourage stakeholder participation and input in developing the criteria  for a comparative assessment of energy efficiency financing programs.

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.

This summary from a Better Buildings Residential Network peer exchange call focused on using international energy trends to inform programs in the United States.

This presentation covers the Maryland Department of Housing and Community Development's Multi-family Energy Efficiency and Housing Affordability (MEEHA) programs.

This presentation covers the features of well-designed energy efficiency programs for multifamily affordable housing.

This Better Buildings Residential Program Solution Center presentation covers how you can use the Solution Center to help design, implement, and evaluate your residential energy efficiency program. In this presentation you will learn how programs have successfully used financing to complete more upgrades and strategies for you to consider for your own program. 

This presentation covers Elevate Energy's full service comprehensive approach for improving low income multifamily housing.

The Financing Implementation Plan Template will help you develop a strategy for planning, operating, and evaluating your financing activities.

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).

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).

This summary from a Better Buildings Residential Network peer exchange call focused on innovative financing approaches programs are using to support residential 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 how to market energy efficiency upgrades in the multifamily housing sector.

This summary from a Better Buildings Residential Network peer exchange call focused on strategies and challenges of on-bill financing programs.

This summary from a Better Buildings Residential Network peer exchange call focused on integrating contractors with the loan process.

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.

This summary from a Better Buildings Residential Network peer exchange call focused on strategies in building interest in and introducing energy efficiency to affordable housing.

Provides a sample or preliminary term sheet for single family residential energy efficiency loans that can provide a basis for discussions and negotiations with prospective lending partners.

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

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

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

This peer exchange call summary focused on bond funding.

This summary from a Better Buildings Residential Network peer exchange call focused on shared funding arrangements with contractors.

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).

This peer exchange call summary focused on lender-based fees and sharing costs with lending partners.

This summary from a Better Buildings Residential Network peer exchange call focused on the performance of on-bill financing compared to other financing programs.

This summary from a Better Buildings Residential Network peer exchange call focused on the features and eligibility of the PowerSaver Loan Program. 

This summary from a Better Buildings Residential Network peer exchange call focused on how to market energy efficiency as a socially responsible investment. 

This summary from a Better Buildings Residential Network peer exchange call focused on implementing and generating revenue from employer-based programs.

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

This peer exchange call summary focused on unique fee-for-service revenues as related to program sustainability.

This presentation provides background information on energy efficiency financing barriers and opportunities. These barriers may include lack of confidence in energy savings, renter/owner split incentives, long paybacks, and high up-front costs. The presentation also includes five areas of opportunity for SEE Action Financing Solutions Working Group activities.

This peer exchange call summary focused on assessing potential revenue streams.

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

This presentation provides lessons to ensure effective incentive structures.

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.

This peer exchange call summary focused on the challenges and strategies for marketing commercial financial products and attracting financial institutions.

This presentation highlights research from U.S. Green Data showing that it is important to pique consumers' interest with incentives, but that their effectiveness can be maximized by making them simple, focusing on people "ready to purchase," and educating consumers about the value of energy efficiency.

This peer exchange call summary focused on a general overview and implementation plan of the PACE program.

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.

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.

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.

This peer exchange call summary focused on establishing the strategies, challenges and key topics related to financing for future peer exchange calls.

An Excel-based example of a financing program model.

Provides a framework for designing a financial program that accounts for market needs and barriers to success.

Outlines potential partnership structures for energy efficiency program administrators and financial institutions, and discusses strategies for negotiation and communication with financial partners.

Presentation that provides a summary of the role financing plays within energy efficiency programs.

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.

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.

This peer exchange call summary focused on developing rebate/incentive programs to generate a demand for sustainable programs and products.

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

Tips for recruiting and procuring financial partners and developing and negotiating financial partner agreements.

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

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

Presentation describing on-bill repayment programs and providing financing lessons learned.