Resources

Showing results 1 - 69 of 69

Author(s)
Noah Proser, Pacific Gas and Electric Company
Publication Date
Organizations or Programs
Pacific Gas & Electric Company (PG&E)

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.

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)
Becky Schaaf, Stewards of Affordable Housing for the Future,
Dick Santangelo, Apollo Engineering Solutions,
Stefen Samarripas, American Council for an Energy-Efficient Economy
Publication Date

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.

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

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.

Author(s)
Brian Stickles, American Council for an Energy-Efficient Economy,
Anmol Vanamali, Vermont Energy Investment Corporation,
Joe Indvik, JDM Associates
Publication Date

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.

Author(s)
California Alternative Energy and Advanced Transportation Financing Authority
Publication Date

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.

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)
U.S. Department of Energy
Publication Date

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. 

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
Organizations or Programs
How$martKY,
Solar and Energy Loan Fund (SELF)

This summary from a Better Buildings Residential Network peer exchange call focused on innovative financing approaches programs are using to support residential energy efficiency.

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
Michigan Saves

This summary from a Better Buildings Residential Network peer exchange call focused on how to market energy efficiency upgrades in the multifamily housing sector.

Author(s)
Kevin Moyer, Toledo Port Authority,
Ben Taube, Ygrene Energy Fund,
Greg Leventis,,
Lawrence Berkeley National Laboratory
Publication Date
Organizations or Programs
BetterBuildings Northwest Ohio

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.

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

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.

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)
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

This peer exchange call summary focused on bond funding.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Michigan Saves

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

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

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

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

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

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Efficiency Maine

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

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

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

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

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

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
Greater Cincinnati Energy Alliance (GCEA)

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

Author(s)
Mark Zimring, Lawrence Berkeley National Laboratory,
Matthew Brown and Dave Carey, Harcourt Brown & Carey
Publication Date

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.

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)
Megan Billingsley, Lawrence Berkeley National Laboratory
Publication Date
Organizations or Programs
Enhabit

This presentation provides lessons to ensure effective incentive structures.

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

This peer exchange call summary focused on adapting and adjusting financing strategies after a program was implemented.

Author(s)
Chris Kramer, Energy Futures Group
Publication Date
Organizations or Programs
Enhabit,
Southern California Gas (SoCalGas),
Keystone Home Energy Loan Program (HELP),
Minnesota Center for Energy and Environment,
New York State Energy Research and Development Authority (NYSERDA),
Energize Delaware

Presentation on the key programmatic elements of financing initiatives.

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.

Publication Date
Organizations or Programs
Milwaukee Energy Efficiency (Me2),
Energize Phoenix,
Greater Cincinnati Energy Alliance (GCEA),
Michigan Saves

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

Author(s)
Jonathan Doochin, U.S. Green Data Inc.
Publication Date

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.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Milwaukee Energy Efficiency (Me2)

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

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.

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

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

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

An Excel-based example of a financing program model.

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

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

Author(s)
Energy Upgrade California
Publication Date
Organizations or Programs
Energy Upgrade California
Example loan loss reserve fund agreement.
Author(s)
Jeff Hughes, Environmental Finance Center at The University of North Carolina at Chapel Hill
Publication Date

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

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

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.

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

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

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)
Matthew Brown, Harcourt Brown & Carey,
John MacLean, Energy Efficiency Finance Corporation
Publication Date

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

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.