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Author(s)
Mass Save
Publication Date
Organizations or Programs
Mass Save

Summary of minimum standards and requirements for the Massachusetts HEAT Loan program.

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
Organizations or Programs
Efficiency Maine

This summary from a Better Buildings Residential Network peer exchange call focused on choosing and developing program evaluation.

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

This summary from a Better Buildings Residential Network peer exchange call focused on targeted workforce training and recruitment.

Author(s)
Energy Center of Wisconsin (now Seventhwave)
Publication Date

As part of its Smart Grid Investment Grant, Minnesota Power conducted a Consumer Behavior Study Plan (CBSP) designed to answer research questions about residential customers' interest in, use of, and benefits derived from higher resolution feedback on electricity consumption (such as usage data for each individual day or hour). The study also explored the customer experience with the tools that provide this information. These questions are of interest because the advanced metering infrastructure associated with a smart grid enables higher resolution usage information for utility customers, which has the potential to better inform them about their energy consumption and help them refine their usage choices. The CBSP began in the spring of 2012 and was implemented in the Duluth/Hermantown area of Minnesota.

Author(s)
National Association of State Energy Officials
Publication Date
Organizations or Programs
National Association of State Energy Officials

The Multi-State Residential Retrofit Project is a residential energy-efficiency pilot program, funded by a competitive U.S. State Energy Program (SEP) award through the U.S. Department of Energy. The Multi-State Project operates in four states: Alabama, Massachusetts, Virginia, and Washington. During the course of this three-year process evaluation, Cadmus worked closely with NASEO and the four states to collect information about the programs from many perspectives, including: State Energy Office staff, program implementers, homeowners, auditors/contractors, real estate professionals, appraisers, lenders, and utility staff. This report discusses: the project’s context; its goals; the evaluation approach and methods; cross-cutting evaluation results; and results specific to each of the four states.

Author(s)
New Jersey Clean Energy
Publication Date
Organizations or Programs
New Jersey Home Performance with ENERGY STAR

This presentation provides an overview of New Jersey Clean Energy's approach to contractor engagement, including contractor participation requirements, procedures for quality assurance and quality control, production incentives, training procedures, and an online contractor portal.

Author(s)
Opinion Dynamics Corporation
Publication Date

This report presents findings from the Energy Forward Consumer Messaging Study. The purpose of this study is to assess
whether Northwest Energy Efficiency Alliance can deploy the Energy Forward mark as a platform or parent brand for all of its
initiatives.

Author(s)
Northwest Energy Efficiency Alliance
Publication Date

This report is a comprehensive research study of energy efficiency in Northwest residential buildings. It includes a metering study, a single-family report, a manufactured homes report, and a multi-family report. In addition, it includes state-by-state energy use reports, as well as end-use consumption data.

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

This summary from a Better Buildings Residential Network peer exchange call focused on programs and outreach for faith-based organizations.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Clean Energy Durham,
Austin Energy

This summary from a Better Buildings Residential Network peer exchange call focused on ways to reach out to landlords.

Overview and Preliminary Results of ARRA-Funded SGIG Consumer Behavior Studies

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

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.

Author(s)
iSpring
Publication Date
Organizations or Programs
Philadelphia Energy Works

The purpose of this report, prepared by sustainability consulting firm iSpring, is to provide the results of the EnergyWorks program to the contractors and auditors who participated, along with information on lessons learned over the course of the program that might prove helpful in their future work.

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
This fact sheet describes the PowerSaver loan program, including benefits, eligible improvements, and requirements.
Author(s)
BetterBuildings for Greensboro
Publication Date
Organizations or Programs
BetterBuildings for Greensboro

Example of a program design flowchart showing key steps and relationships for the energy efficiency program in Greensboro, North Carolina.

Author(s)
Danielle Sass Byrnett, U.S. Department of Energy
Publication Date

This presentation provides an overview of the results and lessons learned from 41 community partners that participated in the Better Buildings Neighborhood Program. It also provides an overview of the Better Buildings Residential Program Solution Center.

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
Organizations or Programs
New York State Energy Research and Development Authority (NYSERDA),
Community Energy Challenge,
Community Power Works

This summary from a Better Buildings Residential Network peer exchange call focused on quality assurance and control, standardization of upgrades and workforce expectations.

Author(s)
Energy Impact Illinois
Publication Date

This packet contains all the contractor reporting and verification forms required by Energy Impact Illinois.

Author(s)
National Association of State Energy Officials
Publication Date

Given the many priorities state and local governments and residents face following a disaster, integrating energy efficiency and resiliency into residential rebuilding can be a challenge. Fortunately, research into state experience with energy-efficient and resilient rebuilding in the residential sector has revealed several key strategies that other state and local communities can employ to mitigate the impacts of a natural disaster and plan for coordinated and effective disaster recovery. This report focuses on the experiences of State and Territory Energy Offices as leaders and key players in the rebuilding process.

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)
BetterBuildings for Greensboro
Publication Date
Organizations or Programs
BetterBuildings for Greensboro

A sample RFP from Greensboro, North Carolina, for energy efficiency loan products.

Author(s)
Energize Connecticut
Publication Date
Organizations or Programs
Energize Connecticut

Data release form that allows the Connecticut Clean Energy Finance and Investment Authority (CEFIA) to obtain customer utility account and actual energy usage data, energy costs, underwriting and loan repayment records, and data on energy savings measures installed.

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

The Standard Energy Efficiency Data (SEED)™ Platform is a software application that helps organizations easily manage data on the energy performance of large groups of buildings. Users can combine data from multiple sources, clean and validate it, and share the information with others. The software application provides an easy, flexible, and cost-effective method to improve the quality and availability of data to help demonstrate the economic and environmental benefits of energy efficiency, to implement programs, and to target investment activity.

Author(s)
U.S. Energy Information Administration
Publication Date

The State Energy Data System (SEDS) is the source of the U.S. Energy Information Administration’s (EIA) comprehensive state energy statistics. EIA’s goal in maintaining SEDS is to create historical time series of energy production, consumption, prices, and expenditures by state that are defined as consistently as possible over time and across sectors for analysis and forecasting purposes.

Author(s)
Mary Templeton, Michigan Saves,
George Clark, Energy Efficiency Contractor
Publication Date
Organizations or Programs
Michigan Saves
Overview of Michigan Saves' employer outreach initiative to drive uptake of home energy upgrades.
Author(s)
Cynthia Adams, Local Energy Alliance Program,
Larry Earegood, Consumers Energy (MI),
John Schott, NYSERDA,
Gavin Hastings, Arizona Public Service,
Emily Salzberg, Washington State University Energy,
Adam Buick, Community Power Works (WA),
Bob Knight, BKi
Publication Date
Organizations or Programs
Arizona Public Service (APS),
Community Power Works,
Energy Upgrade California,
Local Energy Alliance Program (LEAP),
Michigan Home Performance with ENERGY STAR,
New York State Energy Research and Development Authority (NYSERDA),
RePower Kitsap

Quick summaries of strategies various programs have used to improve the efficiency of delivering efficiency.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Cambridge Energy Alliance

This summary from a Better Buildings Residential Network peer exchange call focused on challenges and strategies related to split incentives for tenants and landlords.

Author(s)
U.S. Department of Energy,
North Carolina Solar Center
Publication Date

This database provides comprehensive information on state, federal, local, and utility incentives and policies that are in place to support renewable energy and energy efficiency.

Author(s)
Dave Hatchimonji, EnergySmart
Publication Date
Organizations or Programs
EnergySmart Colorado

Overview of lessons learned from EnergySmart Colorado's energy advisor model.

Author(s)
The Demand Institute
Publication Date

Research reveals a whole range of unmet housing-related desires in America -- gaps between what Americans have and what they say they need or want. The Demand Institute surveyed more than 10,000 households about their current living situation and what’s important to them in a home. The survey represents all U.S. households: renters and owners; movers and non-movers; young and old and finds that unsatisfied needs and desires cut across the entire population.

Author(s)
U.S. Energy Information Administration
Publication Date

This website provides information on U.S. housing characteristics, including energy consumption data.

Author(s)
National Efficiency Screening Project
Publication Date

This document provides an overview of the National Efficiency Screening Project's recommendations for using the Resource Value Framework (RVF) to improve cost-effectiveness testing. The RVF is a collection of principles and recommendations to provide guidance for states to develop and implement tests that are consistent with sound principles and best practices.

Author(s)
National Grid
Publication Date

As part of the Rhode Island Energy Challenge, National Grid called on its Rhode Island residential electric and gas customers to take a pledge to “Find Your Four” as part of a statewide community initiative to encourage homeowners to find four ways to save energy at home. A participant survey revealed that Rhode Island residential customers liked hearing energy conservation/efficiency information via the Challenge; the Challenge had them thinking and acting differently; and the Challenge had customers participating more actively in energy efficiency programs. This report provides more information on the campaign’s major impact in helping National Grid accomplish important goals, including those related to portfolio savings and customer-centric program outreach and engagement.

The Role of Behavioral Programs in Portfolios

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

This webcast discusses policy and planning considerations for incorporating behavior programs into efficiency portfolios.

Author(s)
Amanda Hatherly, Santa Fe Community College
Publication Date

This article discusses alternative formats for training students on building science, energy assessments, and energy efficiency upgrade installation. These include using videos instead of class lectures, maximizing hands-on activities, using social learning, and learning from games.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Austin Energy,
MPower Oregon

This summary from a Better Buildings Residential Network peer exchange call focused on introducing and building interest in multi-family energy efficiency.

Author(s)
Opower
Publication Date

With so much to gain, how can we optimize low-income energy efficiency programs to maximize the benefits for financially vulnerable citizens, as well as program implementers and the broader population of ratepayers? This paper shares four important lessons for engaging low-income customers based on Opower’s experience in partnering with utilities to serve the low-income population.

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
Organizations or Programs
Michigan Saves,
BeSmart Maryland

This summary from a Better Buildings Residential Network peer exchange call focused on how loan performance data is tracked and analyzed, and what the data shows.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Denver Energy Challenge,
Energy Impact Illinois

This summary from a Better Buildings Residential Network peer exchange call focused on using social media for long-term branding and marketing.

Author(s)
U.S. Department of Energy
Publication Date
Template from the Better Buildings Neighborhood Program for collecting customer usage data from utilities.
Author(s)
National Public Radio
Publication Date
Organizations or Programs
NeighborWorks H.E.A.T. Squad

This radio interview highlights how the NeighborWorks program in Vermont is raising awareness of home energy efficiency measures among residents through neighbor-to-neighbor outreach.

Author(s)
Oak Ridge National Laboratory
Publication Date

This report summarizes findings from a national field study of indoor air quality in homes treated under the Weatherization Assistance Program (WAP). The study tested and monitored 514 single-family homes in 35 states and served by 88 local weatherization agencies. The study focused on five indoor environmental quality parameters: carbon monoxide, radon, formaldehyde, indoor temperature and humidity, and indoor moisture.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Local Energy Alliance Program (LEAP)

This summary from a Better Buildings Residential Network peer exchange call focused on bringing energy efficiency programs to schools.

Author(s)
Home Energy Magazine
Publication Date
Organizations or Programs
Energy Impact Illinois
This article provides 10 tips home energy contractors can use to update their marketing outreach and improve their customer service.
Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Community Energy Challenge,
SustainableWorks,
Enhabit

This peer exchange call summary focused on using approved contractor lists and matching customers with contractors based on processes/criteria.

Author(s)
Bonneville Power Administration,
Snohomish County Public Utility District,
Puget Sound Energy,
Clark County Utilities
Publication Date

This presentation describes behavior-based energy efficiency programs and the results of the implementation of pilots from the Snohomish County PUD, Puget Sound Energy, and Clark Public Utilities. These program design features included home energy reports, web portals, and social media platforms.

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

This tool, developed in Excel, supports the development and analysis of residential energy efficiency programs using standard cost-effectiveness analysis methods. Policy makers, utilities, energy efficiency program managers, architects and engineers may find the tool useful for supporting and scaling up residential energy efficiency programs. The tool estimates cost-effectiveness, using industry standard approaches, of both deep-home energy efficiency retrofits and individual measures. The user can build up a program based on up to 5 different ‘project types’ (or measures implemented) and identify the number of homes to be targeted for retrofits over the program cycle. The tool reports cost-effectiveness metrics of the program, including program budgets, and allows the user to conduct sensitivity analysis against key inputs.

Author(s)
BetterBuildings for Michigan
Publication Date
Organizations or Programs
BetterBuildings for Michigan
These outreach materials from BetterBuildings for Michigan include a photograph and quote from credible members of the Grand Valley State University (GSVU) community that served as early adopters for the program.
Author(s)
U.S. Department of Energy
Publication Date

This peer exchange call summary focused on bond funding.

Author(s)
New Hampshire Better Buildings Program
Publication Date
Organizations or Programs
New Hampshire Better Buildings Program
Collection of case studies from New Hampshire that highlight successful energy efficiency upgrades.
Author(s)
Chapel Hill WISE
Publication Date
Organizations or Programs
Chapel Hill WISE

Chapel Hill WISE created this policy to establish a standard procedure for corrective action and dismissal for contractors. The policy lists standards that contractors are expected to meet, and procedures that the program follows to review concerns, place contractors on probation, and dismiss those who are unable to resolve identified issues.

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 the benefits of community assessments and strategies for gathering information.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
NeighborWorks H.E.A.T. Squad,
Energy Fit Nevada

This summary from a Better Buildings Residential Network peer exchange call focused on state policies that help promote energy efficiency.

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
Community Power Works
This case study explains how Community Power Works segmented its primary audience by focusing on owners of oil-heated homes with great results. This case study shares the program's outreach strategy and tactics for recruiting owners of oil-heated homes.
Author(s)
University of North Carolina Environmental Finance Center
Publication Date

This database (in development) contains information about existing energy efficiency loan programs in the United States. For each loan program the following data is presented: financing mechanism (e.g., credit enhancement, on-bill financing), market (e.g., city, state), sector (e.g., residential single family, residential multi-family), and program sponsorship (e.g., DOE programs, ARRA, private lenders).

Author(s)
U.S. Department of Energy
Publication Date
An interactive website that provides residential building professionals with access to expert information on hundreds of high-performance design and construction topics, including air sealing and insulation, HVAC components, windows, indoor air quality, and much more.
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

This summary from a Better Buildings Residential Network peer exchange call focused on energy advising and concierge services without American Recovery and Reinvestment Act grants.

Author(s)
Lawrence Berkeley National Laboratory
Publication Date
This policy brief presents a program typology and standardized data metrics for assessing energy efficiency program characteristics, costs, and impacts. Based on a review of nationwide regulatory filings, the research serves as part of an effort to analyze the cost per unit of savings for utility customer-funded energy efficiency programs. The paper discusses the program categories and definitions, which are based primarily on review of several years of annual energy efficiency reports from 108 program administrators in 31 states for approximately 1,900 unique programs.
Author(s)
Energy Impact Illinois
Publication Date
Organizations or Programs
Energy Impact Illinois
Matrix of participating lenders and associated loan information.
Author(s)
Energy Impact Illinois
Publication Date
Organizations or Programs
Energy Impact Illinois
Flyer for contractors that explains the EI2 loan program and loan eligibility criteria.
Author(s)
Energy Impact Illinois
Publication Date
Organizations or Programs
Energy Impact Illinois
Flyer for contractors that explains the steps needed to complete the EI2 loan process.
Author(s)
Southeast Energy Efficiency Alliance
Publication Date
Organizations or Programs
Southeast Energy Efficiency Alliance (SEEA)

This report demonstrates the results achieved to date by the Southeast Energy Efficiency Alliance. It highlights the experiences of Consortium programs, their successes driving further investments in energy efficiency improvements, and the challenges that hindered their progress. It also details the infrastructure, resources, and opportunities that support the deployment of energy efficiency programming, and the approaches that the Consortium has found best suited to the region.

Author(s)
U.S. Environmental Protection Agency
Publication Date

This resource is designed to help new users to ENERGY STAR Portfolio Manager get started with benchmarking.

Author(s)
Opinion Dynamics Corporation
Publication Date
Organizations or Programs
Energy Upgrade California

This study of Energy Upgrade California aims to: establish baseline consumer brand awareness; understand consumer associations with the brand; and understand consumer awareness of energy management and bill savings opportunities and barriers to taking action on those opportunities.

Author(s)
Extractable
Publication Date
Organizations or Programs
Energy Upgrade California

This study reviews consumer-facing energy-focused websites and their related assets to provide a comprehensive roadmap for website development to transform and optimize the Energy Upgrade California web portal to better support the program efforts facilitating consumer and small business participation.

Author(s)
EnergySmart
Publication Date
Organizations or Programs
EnergySmart Colorado

Example survey about a homeowner's experience with a visit from an energy advisor as part of EnergySmart in Boulder County, Colorado.

Author(s)
U.S. Department of Energy
Publication Date
This guide provides a snapshot of the federal finance facilities available for energy efficiency upgrades and clean energy deployment. The guide is organized by market segment, and also includes a table that presents each finance facility by type of instrument along with the federal agency that administers the program.
Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Energy Impact Illinois
This case study discusses Energy Impact Illinois' marketing evolution from a broad outreach campaign to a Òhouse partyÓ approach that brought Chicago homeowners, neighbors, and friends together to learn about energy efficiency opportunities, while increasing demand for home energy assessments and upgrades.
Author(s)
Lawrence Berkeley National Laboratory
Publication Date
This report provides an overview of the fundamentals of energy efficiency financing program planning and design and provides tools for deciding the objectives and mechanics of EE financing initiatives. The report walks policymakers and program administrators through key questions that must be resolved to better understand what efficiency financing can be reasonably expected to achieve, and for whom.
Author(s)
Sustainable Endowments Institute,
Association for the Advancement of Sustainability in Higher Education
Publication Date

This guide provides practical guidance for designing, implementing, and managing a green revolving fund (GRF) at a college, university, or other institution.

Author(s)
U.S. Department of Energy
Publication Date
This guide introduces the Community Energy Strategic Plan (CESP) approach, a step-by-step process for creating a robust strategic energyÊ plan. The guide offers tools and tips to complete each step and highlights examples from successful planning efforts around the country.
Author(s)
University of North Carolina Center for Community Capital - Institute for Market Transformation
Publication Date
Study examining actual loan performance data to assess whether residential energy efficiency is associated with lower default and prepayment risks. Results show that default risks are on average 32 percent lower in energy-efficient homes, controlling for other loan determinants.
Author(s)
Institute for Market Transformation
Publication Date

This study examines actual loan performance data obtained from CoreLogic, the lending industry’s leading source of such data. To assess whether residential energy efficiency is associated with lower default and prepayment risks, a national sample of about 71,000 ENERGY STAR and non-ENERGY STAR-rated single-family home mortgages was carefully constructed, accounting for loan, household, and neighborhood characteristics. The study finds that default risks are on average 32 percent lower in energy-efficient homes, controlling for other loan determinants.

Author(s)
Home Energy Magazine
Publication Date

This web-based database, created by Home Energy home performance magazine, enables users to search for training programs nationwide. Users can filter training programs by weatherization training areas, BPI certifications, and more.

Author(s)
Michigan Saves
Publication Date
Organizations or Programs
Michigan Saves
This loan loss reserve fund agreement sets the terms and conditions of the loan loss reserve fund between Michigan Saves and partnering lenders.
Author(s)
Mike Rogers, OmStout Consulting, LLC
Publication Date
This blog post summarizes key elements of program design that relate to encouraging contractor participation and facilitating contractor and program success.
Author(s)
Navigant, Inc.
Publication Date

This report presents impact evaluation results for the Energy Savers program for large multi-family buildings. The Energy Savers program is run by CNT Energy and Community Investment Corporation. Initiated in January 2008 and now in its fifth year of existence, the Energy Savers program involves a variety of services to promote energy efficiency improvements for multi-family residential buildings of 5-50 units in the affordable housing market segment.