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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.

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

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. 

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)
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.

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)
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.

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).

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.

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
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)
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. 

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.
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. 

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.
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.

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

This presentation provides lessons to ensure effective incentive structures.

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
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.

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.

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.
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.

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.

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)
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.

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)
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)
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.

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.

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.