This document defines consumer protection policies for California's statewide Open PACE program, which is implemented at the local level for residential and commercial property owners. Property assessed clean energy (PACE) programs enable homeowners to finance energy efficiency, renewable energy, and water efficiency improvements. These recommended consumer protection policies can help guide PACE Program implementation to ensure homeowners realize maximum benefit.

This presentation discusses the energy efficiency reporting tool for public power utilities. The tool is an Excel-based template is designed to produce consistent, useful metrics on program investments and performance for small to medium-sized administrators of public power efficiency programs.

The key challenge with quantifying savings from end-use efficiency activities is the identification of an accurate baseline from which to determine the savings. Regardless of the protocol or procedure applied, all savings values are determined by estimating likely energy use in the absence of the program or project (the “counterfactual” scenario, or baseline). This webcast provides an introduction to considerations and common practices for defining baselines, the relationship between baselines and savings attribution, and examples of how different jurisdictions are addressing market baseline studies, setting baselines for retrofit measures, and market transformation program baselines.

Applying well documented stipulated (deemed) values is a common practice for determining the savings from energy efficiency projects and programs and the databases where such deemed values are cataloged are called Technical Reference Manuals (TRMs). This webcast introduces the use of deemed savings, information on setting up and updating TRMs, lessons learned, and resources for state officials. As examples, speakers discuss the content and development processes used for the Northwest regional TRM and the Iowa state TRM.

The Community Power Works program in Seattle, WA uses a program dashboard to track progress against targets. This is an example dashboard from March 2015, which is updated on a monthly basis with progress toward goals for sign-ups, energy audits, home energy upgrades, and energy savings.

This webcast covers a report that is a comparative analysis of utility-run behavior programs, which lays the groundwork for further program development by developing a classification scheme, or taxonomy, that sorts programs into discrete categories.

This infographic illustrates program accomplishments between 2011 and 2014.

This webcast is part of a three-part series on communications strategies and methods. It focuses on how communities can effectively showcase the benefits and successes of a clean energy initiative to ensure additional funding opportunities, continued engagement, and sustained behavior change.

This webcast provides an introduction to cost-effectiveness testing for energy efficiency programs. It also covers key drivers in the cost-effectiveness results and cost-effectiveness tools developed for the U.S. Department of Energy.

This plan presents the marketing education and outreach plan for Energy Upgrade California's financing pilots.

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).

This webcast discusses the background for U.S. Department of Energy’s Smart Grid Investment Grant (SGIG) consumer behavior study effort; the various utilities who are participating and what they each plan to include their respective studies; the quantitative results and qualitative lessons learned thus far from these studies; and the types of research will be undertaken by LBNL over the next several years.

Instructional step-by-step guide for visiting a home to discuss and install energy efficiency measures.

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.

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.

RePower helped consumers access aggregated information about financing and rebates by compiling a customer-friendly guide to all utility and non-utility incentives in its service area.

Homeowner data collection survey created by RePower.

This webcast discussed financial program management.

This webinar highlights the best practices of state and local benchmarking and disclosure policies. It discusses benchmarking and its place in the larger context of energy management planning and explores in detail some of the choices governments face when implementing these policies.

This webcast focused on advanced topics for local government-utility partnerships, with presentations from local governments and their partnering utilities that have well-developed, multi-year relationships and programs.

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.

This webcast discusses door-to-door campaigns and how to track the impacts of these campaigns.

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

Webinar presenting methods for increasing communication within a marketing team. LA County and Oregon BBNP grantees also share their experiences regarding market research and outreach strategy development.

A sample request for proposals from Bainbridge Island, Washington, related to establishing a revolving loan fund and loan loss reserve.

This webcast discussed program administration for PACE financing programs.

A sample request for proposals from Washington state to develop an energy efficiency credit enhancement grant program.