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Author(s)
Pacific Northwest National Laboratory
Publication Date

This report contains information on the market for home performance upgrades and the opportunities that exist for new home performance contractors; start-up needs and costs for firms entering the home performance contracting industry; home performance business approaches; and how established home performance contractors attract customers. It also contains detailed profiles of eight successful home performance firms across the United States.

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

This report contains guidance on issues and policy options related to providing access to customer energy use information that can be used to support and enhance the provision of energy efficiency services while protecting customer privacy.

Author(s)
Christie Rodriguez, Sacramento Municipal Utility District
Publication Date
Organizations or Programs
Sacramento Municipal Utility District (SMUD)
This presentation describes Sacramento Utility District's program and Marketing & Outreach lessons learned.
Author(s)
Adrianna Masuko, City of San Jose, California
Publication Date
Organizations or Programs
Better Buildings Program San Jose

Presentation describing San Jose Better Building program and tactics, including strategic partnerships, for reaching moderate income residents.

Author(s)
California Public Utilities Commission
Publication Date
This report focuses on four utilities in California. The research for this report included reviewing program documents and tracking databases, conducting two rounds of interviews with four investor owned utility program managers, interviewing California Public Utility Commission staff members and an intervener, surveying 76 on-bill financing program participants and 29 vendors who helped deliver the program, interviewing 12 account executives, and conducting six focus groups across California with 46 energy audit participants who had not participated in on-bill financing.
Author(s)
California Center for Sustainable Energy,
Home Performance Resource Center
Publication Date
Organizations or Programs
Energy Upgrade California

This guide shows HVAC contractors how to get started in the home improvement market. It explains the approach of treating a house like a system and provides step-by-step instructions on setting up a home performance contracting business.

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

This report provides information on how access to energy use data can help local governments create policies for benchmarking and disclosing building energy performance for public and private sector buildings.

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

This report provides information on how energy use data access can help state governments lead by example through benchmarking and disclosing results and implement benchmarking policies for the private sector.

Author(s)
Steve Culbertson, BKi
Publication Date
Organizations or Programs
Energy Upgrade California
This presentation talks about Energy Upgrade California's Flex Path pilot program which offers a menu of upgrade options for homeowners to select. Its flexible approach has been popular with middle-income homeowners interested in upgrades.
Author(s)
National Governors Association
Publication Date
Organizations or Programs
TakeCharge! Challenge,
Enhabit,
New York State Energy Research and Development Authority (NYSERDA)

Many states have adopted policies intended to overcome the barriers that limit the more efficient use of electricity. Yet because such efforts have not addressed the lack of consumer information and motivation to improve efficiency, many opportunities for energy efficiency remain untapped. To help address that problem, states, utilities, and other energy efficiency service providers have begun to develop new approaches to informing and motivating customers based on behavioral economics and psychology research. This report describes three broad strategies that states can use to engage consumers' participation in energy efficiency programs: provide direct consumer information and feedback on energy use, influence social norms; and match messages and messengers to target audiences. Recommendations for actions that governors can take within the context of each of those three strategies are provided.

Author(s)
Kira Ashby and Hilary Forster, Consortium for Energy Efficiency,
Bruce Ceniceros, Sacramento Municipal Utility District,
Bobbi Wilhelm, Puget Sound Energy,
Kim Friebel, Commonwealth Edison,
Rachel Henschel, National Grid,
Shahana Samiullah, Southern California Edison
Publication Date
Organizations or Programs
National Grid,
Southern California Edison,
Puget Sound Energy,
Sacramento Municipal Utility District (SMUD),
Commonwealth Edison Company (ComED)

This paper explores ways in which program administrators are using social norms to spur behavior change and, as a result, curb energy use. In recent years, home energy reports (HER) programs have applied the concept of social norms to the energy efficiency context. These feedback programs inform customers of how their energy consumption compares to their neighbors' and provide other information about their usage, with the goal of enticing customers to change their energy use behavior to improve their relative neighborhood ranking.

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

This peer exchange call summary focused on multifamily information technology tools for project information, marketing, assessment, tracking and evaluation.

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.

Part III: Keeping it Going: Financing Options for your Clean Energy Programs

Author(s)
Neelam Patel, U.S. Environmental Protection Agency,
Pat McGuckin, The Cadmus Group, Inc.,
Niko Dietsch, U.S. Environmental Protection Agency,
Keith Canfield, Clinton Climate Initiative,
James Christensen and Yvette Rincon, City of Sacramento, California
Publication Date
Organizations or Programs
Sacramento Municipal Utility District (SMUD),
Home Energy Affordability Loan (HEAL)
This webcast (Part III of a three-part series) covers how to choose and implement financing options that meet local needs.
Author(s)
Pacific Gas & Electric (PG&E)
Publication Date

Homeowner survey created by the utility to inform their whole home upgrade program.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Austin Energy,
BetterBuildings Lowell Energy Upgrade,
BetterBuildings for Michigan,
Connecticut Neighbor to Neighbor Energy Challenge,
Efficiency Maine,
EnergySmart Colorado,
Energy Upgrade California,
EnergyWorks,
EnergyWorks KC,
Fayette County Better Buildings Initiative,
Greater Cincinnati Energy Alliance (GCEA),
NeighborWorks H.E.A.T. Squad,
New York State Energy Research and Development Authority (NYSERDA)
This fact sheet provides promising approaches for Better Buildings programs seeking to accelerate workforce development to support building energy upgrades. These approaches are organized by estimated level of effort and include rough estimates of cost ranges for implementation.
Author(s)
U.S. Department of Energy
Publication Date

This peer exchange call summary focused on the advantages, challenges, creation and management of regional networks.

Author(s)
Los Angeles County, California
Publication Date
Organizations or Programs
Energy Upgrade California
This final report for the Retrofit LA Program includes activities, metrics, accomplishments.
Author(s)
U.S. Green Building Council
Publication Date

This is the first study to provide statistical evidence that, holding other factors constant, a green label on a single-family home in California provides a market premium compared to a comparable home without the label. The research also indicates that the price premium is influenced by local climate and environmental ideology. To reach these conclusions, researchers conducted an economic analysis of 1.6 million homes sold in California between 2007 and 2012, controlling for other variables known to influence home prices in order to isolate the added value of green home labels.

Author(s)
Pacific Northwest National Laboratory
Publication Date

This paper explores the drivers of energy use behaviors and the behavior‐based programs adopted by utilities charged with reducing the energy consumption of their residential and small commercial customers. It also presents researchable recommendations on how utilities can improve the effectiveness of behavior‐based energy programs.

Author(s)
Betsy Kleinfelder, The Sustainability Institute
Publication Date
Organizations or Programs
CharlestonWISE
As part of its "intentional learning" process, Charleston WISE collects information from homeowners that helps the program systematically test assumptions and implement continuous improvement.
Author(s)
U.S. Environmental Protection Agency
Publication Date
Organizations or Programs
Austin Energy,
Bridgeport Housing Authority Energy Efficiency,
City of Pendleton,
OR,
Enhabit,
ClimateSmart Initiative,
Colorado ENERGY STAR Homes,
Connecticut Solar Lease,
Keystone Home Energy Loan Program (HELP),
Long Island Green Homes,
Montana Alternative Energy Revolving Loan Program,
Palm Desert Energy Independence Program,
Sonoma County Energy Independence Program,
Sustainable Connections: Energy Challenge,
Texas LoanSTAR

This U.S. Environmental Protection Agency resource is intended to help state and local governments design finance programs for their jurisdiction. It describes financing program options, key components of these programs, and factors to consider as they make decisions about getting started or updating their programs.

Author(s)
Lawrence Berkeley National Laboratory
Publication Date

This report provides state and local policymakers with information on successful approaches to the design and implementation of residential efficiency programs for households ineligible for low-income programs.

Author(s)
Energy Upgrade California
Publication Date
Organizations or Programs
Energy Upgrade California
Survey form used by Energy Upgrade California to assess open house tour attendee interest in obtaining further information about upgrade opportunities.
Author(s)
Energy Upgrade California
Publication Date
Organizations or Programs
Energy Upgrade California
This Los Angeles County, California, presentation shares how to build broad, positive awareness of and support for programs; gain the tools and resources to align and coordinate marketing efforts; and increase flexibility and responsiveness in messaging and scope.

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.

Leveraging EPA's Portfolio Manager in Benchmarking and Disclosure Policy

Author(s)
U.S. Department of Energy
Publication Date
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.
Author(s)
Energy Upgrade California
Publication Date
Organizations or Programs
Energy Upgrade California
Example loan loss reserve fund agreement.

Partnering with Utilities Part 2-Topics for Local Governments-Creating Successful Partnerships with Utilities to Deliver Energy Efficiency Programs

Author(s)
Jennifer Clymer, ICF International,
Neal De Snoo, Berkeley, California,
Dan Schoenholz, Fremont, California,
Catherine Squire and Gina Blus, Pacific Gas and Electric Company,
Jon Ippel, Orlando, Florida,
Cameron Saulsby, Orlando Utilities Commission
Publication Date
Organizations or Programs
East Bay Partnership,
Green Works Orlando

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.

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)
Bonneville Power Administration
Publication Date

This report summarizes research assessing national and regional residential behavior-based energy efficiency (BBEE) programs and activities to identify best practices. The report emphasizes that a basic foundation for behavior change is providing energy consumers with feedback on their energy consumption, with customer engagement strategies and tactics employed to get customers to take action and drive greater levels of energy savings.

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
Energy Upgrade California

This peer exchange call summary focused on different tenant and resident education programs and how to make them complement larger programs.

Author(s)
World Resources Institute
Publication Date
Organizations or Programs
ClimateSmart Initiative,
Efficiency Vermont,
Sonoma County Energy Independence Program

Outlines five public-private financing mechanism options for energy efficiency upgrades programs, including on-bill financing, PACE financing, and loan loss reserve funds.

Author(s)
American Council for an Energy-Efficient Economy
Publication Date
Organizations or Programs
Sacramento Municipal Utility District (SMUD),
Enhabit

This report presents results, recommendations, and case studies of energy efficiency financing programs.

Author(s)
National Action Plan for Energy Efficiency
Publication Date
Organizations or Programs
Austin Energy,
New York State Energy Research and Development Authority (NYSERDA)

This report summarizes existing research and discusses current practices, opportunities, and barriers to coordinating energy efficiency and demand response programs.

Author(s)
National Action Plan for Energy Efficiency
Publication Date

This report presents best practices for operating successful portfolio-level efficiency programs, including assessing efficiency potential, cost-effectiveness screening, and developing a portfolio of approaches.

Author(s)
Community Benefits Law Center
Publication Date
Organizations or Programs
Enhabit,
New Jersey Weatherization Assistance Program,
Delaware Weatherization Assistance Program,
Washington State Energy Program,
Community Power Works,
Santa Clara County AB811 Pilot Program

Summary of the standards that support job quality, equitable access and quality assurance in several residential energy efficiency programs from different parts of the country.

Author(s)
Los Angeles County, California
Publication Date
Organizations or Programs
Energy Upgrade California
Sample script Los Angeles County used to survey homeowners about energy issues.
Author(s)
Fairbank, Maslin, Maullin, Metz & Associates
Publication Date
Organizations or Programs
Energy Upgrade California
This presentation describes California property owners' specific interest, awareness, and perceptions regarding energy use, energy efficiency, home energy upgrades, and related topics.
Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Cambridge Energy Alliance,
Energy Impact Illinois,
Enhabit,
Energy Upgrade California

This presentation summarizes the market research that was performed by various Better Buildings Neighborhood Program partners.

Marketing and Marketing & Outreach Collaborative Intro, November 2, 2010

Author(s)
Kerry O'Neill, Connecticut Neighbor to Neighbor Energy Challenge
Publication Date
Organizations or Programs
Enhabit,
Energy Upgrade California

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.

Author(s)
U.S. Department of Energy
Publication Date
This case study describes the experience of HartmanBaldwin, an architecture and construction company in Pasadena, CA, in becoming Home Performance with ENERGY STAR certified contractors. It includes a detailed example of a home performance upgrade from start to finish based on building science and other principles of the Home Performance with ENERGY STAR training program
Author(s)
National Action Plan for Energy Efficiency
Publication Date

This report highlights road-tested strategies, resources, and tools states can use to adopt cost-effective energy efficiency and clean energy programs for their buildings, facilities, and operations.

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.

Author(s)
National Action Plan for Energy Efficiency
Publication Date

This report discusses the five standard tests used to assess the cost-effectiveness of energy efficiency, how states use the tests, and how the tests can determine the cost-effectiveness of efficiency measures.

Author(s)
National Action Plan for Energy Efficiency
Publication Date

This report provides guidance on determining the efficiency potential in a utility footprint, state, or region; evaluating efficiency as a supply-side resource; and developing detailed efficiency program plans.

Author(s)
National Action Plan for Energy Efficiency
Publication Date

This report describes the key issues, best practices, and main process steps for integrating energy efficiency into resource planning on an equal basis with other resources.

Author(s)
APPRISE Inc.
Publication Date

The purpose of this study is to furnish comprehensive information on ratepayer-funded low-income energy programs. This study includes information on and analysis of the energy needs of low-income households, the legal and regulatory framework supporting ratepayer-funded programs, program design options, and the findings from evaluations of program effectiveness.