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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)
Portland State University,
Research Into Action, Inc.,
Earth Advantage Institute
Publication Date
Organizations or Programs
Seattle City Light

This study focused on homeowner decision-making in response to home energy assessments, combined with the quality of the recommendations, the home energy assessment, and home energy labels. This report analyzes what assessments provide and what homeowners seem to want. It presents the results of a study of an existing home energy audit program pilot offered by Seattle City Light. From mid-2010 to late 2011, approximately 1,350 home energy assessments were completed in Seattle as part of Seattle City Light's program.

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)
Lawrence Berkeley National Laboratory
Publication Date
Organizations or Programs
EnergySmart Colorado
In 2011 the City of Boulder, Colorado enacted its “SmartRegs” ordinances that require all single family and multifamily rental properties to meet a minimum energy efficiency standard by January 2019. The SmartRegs initiative is designed to help the city achieve its ambitious carbon emissions reduction goals and to improve the quality, safety, and marketability of Boulder’s rental housing stock.
Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Energize Phoenix,
Community Power Works

This peer exchange call summary focused on how to calculate and communicate program activities and results.

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)
Andrea Petzel, Community Power Works
Publication Date
Organizations or Programs
Community Power Works
This presentation discusses the new approach to training that Seattle's Community Power Works program is using to support its high-road workforce agreement.
Author(s)
Colorado Public Utilities Commission
Publication Date

Form used by the Colorado Public Utilities Commission for consent to disclose utility customer data.

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)
U.S. Department of Energy
Publication Date
Organizations or Programs
Neighborworks H.E.A.T Squad,
RePower Bainbridge

This peer exchange call summary focused on the challenges, benefits, quality assurance methods and incorporation of do-it-yourself projects into programs.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
RePower Bainbridge

This peer exchange call summary focused on best practices, entry points, strategies and challenges of program integration and participation in utility planning efforts.

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)
Navigant, Inc. (Prepared for Boulder County)
Publication Date
Organizations or Programs
EnergySmart Colorado

This progress report provides community members and others interested in EnergySmart with a clear snapshot of its progress. The report also provides a timeline of energy efficiency policies and programs in Boulder County.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton

This video describes how RePower benefited from coordinating with contractors from the very beginning.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Enhabit,
Community PowerWorks

This peer exchange call summary focused on how to engage, grow and identify challenges of small contractor businesses.

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)
Kellie Stickney, SustainableWorks
Publication Date
Organizations or Programs
SustainableWorks
Presentation on the SustainableWorks non-profit general contractor model for supporting energy upgrades in Washington state and lessons learned for implementing a whole house approach.
Author(s)
National Association of REALTORS®
Publication Date

This toolkit provides information about including and using relevant green data fields in the MLS. This information can help buyers quickly find green homes; make it easy to promote the special features of a green home; and support comparisons when it is time to appraise a green home.

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
Enhabit,
EnergySmart

This peer exchange call summary focused on how to receive and evaluate feedback from customers and contractors.

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
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton
In this video interview segment, Yvonne Kraus of Conservation Services Group in Bainbridge Island, Washington, discusses why the RePower program created multiple branding and messaging themes.
Author(s)
U.S. Department of Energy
Publication Date

In this video interview segment, Yvonne Kraus of Conservation Services Group in Bainbridge Island, Washington,  discusses why the RePower program created multiple branding and messaging themes.

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)
The Cadmus Group, Inc.
Publication Date

Pacific Power contracted with The Cadmus Group, Inc., to conduct impact and process evaluations of its Washington low-income weatherization program for the program period extending from March 2009 through February 2011. The impact evaluation assessed energy savings and cost-effectiveness associated with the program, and in doing so quantified select non-energy benefits. The process evaluation assessed program delivery and efficacy, potential bottlenecks, opportunities for improvements, and participants’ experiences and satisfaction with the program.

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)
U.S. Department of Energy
Publication Date
Organizations or Programs
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton

In this video interview segment, Yvonne Kraus of Conservation Services Group describes how program and utility partnerships can co-benefit each other.

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)
RePower Bainbridge
Publication Date
Organizations or Programs
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton
The RePower programs in Washington State convened local community leaders, organizations, contractors, and program partners for a planning summit to consider the benefits and challenges of different business models for the post-grant period. Participants considered four models: non-profit organization, utility, county or city government, and private sector.
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)
Washington State University Energy Program
Publication Date
Organizations or Programs
Seattle Community Power Works

Evaluation reports from the Seattle Community Power Works program. The city of Seattle worked to encourage efficiency upgrades for single-family and multi-family residences, small businesses, hospitals, and large commercial and municipal buildings.

Author(s)
Washington State University Energy Program
Publication Date

This mid-program evaluation includes extensive analysis of program sectors, including results of surveys of participants, and summarizes lessons learned to date.

Author(s)
Washington State University Energy Program
Publication Date
Organizations or Programs
Community Power Works
This mid-program evaluation includes extensive analysis of program sectors, including results of surveys of participants, and summarizes lessons learned to date.
Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
RePower Bremerton

This peer exchange call summary focused on strategies and challenges of working with rental property owners and tenants on multifamily upgrades.

Author(s)
Natural Resources Defense Council
Publication Date
Improving energy efficiency significantly lowers energy bills, creates jobs, and reduces pollution – benefits which all utility customers enjoy. The benefits of efficiency may be greatest in California’s low income communities, however, where poorly weatherized homes, high unemployment rates, and proximity to fossil-fuel fired power plants are too often the norm.
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)
U.S. Department of Energy
Publication Date
Organizations or Programs
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton

In this video interview segment, Will Ranes of RePower Kitsap discusses the importance of understanding your market, including being able to speak the language of utilities and other key players.

Author(s)
Melissa Glickman, Boulder County, Colorado (now EnergySmart)
Publication Date
Organizations or Programs
EnergySmart Colorado

EnergySmart Colorado uses surveys and a customer database to get feedback from homeowners that helps fine-tune program services and operations.

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.

Communicating Success: Measuring Improvements, Sharing Results

Author(s)
U.S. Department of Energy
Publication Date
This webcast teaches attendees how to leverage program results to promote energy efficiency campaigns.
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.

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

Clean Energy Works Oregon's (now Enhabit's) experience implementing an on-bill financing program.

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.
Publication Date
Organizations or Programs
Low Income Energy Efficiency (LIEE) Program

This document constitutes the final report for the 2009-2010 process evaluation of the Low Income Energy Efficiency (LIEE) program operated by the four investor-owned utilities (IOU) of California for the California Public Utilities Commission (CPUC). The IOUs include: Pacific Gas and Electric Company (PG&E), Southern California Edison (SCE), Southern California Gas (SCG), and San Diego Gas and Electric (SDG&E). Although the program is now referred to as Energy Savings Assistance Program (ESAP), this report will employ the nomenclature used for the 2009-2010 program cycle.

Author(s)
Home Energy Magazine
Publication Date

Article on how one company added a for-profit weatherization business to its nonprofit organization -- and how they now work successfully together.

Author(s)
Environmental Finance Center at The University of North Carolina at Chapel Hill
Publication Date
Organizations or Programs
EnergySmart,
Keystone Home Energy Loan Program (HELP),
Manitoba Hydro Power Smart Residential Loan Program,
Michigan Saves,
New York State Energy Research and Development Authority (NYSERDA),
Tennessee Valley Authority (TVA)

This publication outlines capital leveraging models and examples from across the country in which public funds were used to influence energy loan program capital.

Author(s)
Oak Ridge National Laboratory
Publication Date
Organizations or Programs
Cambridge Energy Alliance,
Greater Cincinnati Energy Alliance (GCEA),
Neighborhood Energy Action Partnership,
WeatherizeDC
This report shares strategies for marketing local energy efficiency programs, particularly through focused messaging, leveraging partnerships, and social media.

Partnering with Utilities Part 1 -- Successful Partnerships and Lessons from the Field

Author(s)
Jennifer Clymer, ICF International,
Philip LaMay, Allegheny County, Pennsylvania,
Christian Williss, Denver, Colorado,
Sharon Procopio, Denver, Colorado
Publication Date
Organizations or Programs
Denver Energy Challenge
This webcast served as a roundtable for communities to describe successful partnerships between local governments and utilities that enabled the local governments to implement new clean energy programs or enhance existing ones.

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)
EnergySmart Colorado
Publication Date
Organizations or Programs
EnergySmart Colorado
Example of a program design flowchart showing key steps and relationships for the energy efficiency program in Eagle County, Colorado.
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)
EnergySmart
Publication Date
Organizations or Programs
EnergySmart Colorado

Example of an implementation plan developed by EnergySmart Colorado at the beginning of the implementation of its Better Buildings Neighborhood Program.

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)
Community Power Works
Publication Date
Organizations or Programs
Community Power Works
Example of an implementation plan developed by Seattle's Community Power Works at the beginning of the implementation of its Better Buildings Neighborhood Program.
Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
EnergySmart Colorado

This presentation provides a list of resources and tips for running a social media campaign.

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
Indianapolis Better Buildings Program,
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton

This peer exchange call summary focused on what energy efficiency programs are doing to target low- and moderate-income households.

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)
Gary R. Myers, Poudre Valley Rural Electric Association
Publication Date
Organizations or Programs
EnergySmart Colorado
This presentation explains how to engage and motivate contractors and utility companies through the use of commitments, creating a dynamic program that they can become involved with, and the setting of standards for contractors.
Author(s)
RePower Bainbridge
Publication Date
Organizations or Programs
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton
This presentation explores the community-based social marketing aspects of RePower Bainbridge and includes insights on knowing your audience, market barriers, and leverage opportunities.
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)
Boulder County, Colorado
Publication Date
Organizations or Programs
EnergySmart Colorado

Example Request for Proposal (RFP) to provide Boulder County, Colorado with support services for its Retrofit Ramp Up Program including a social mobilization campaign, database management services, and marketing/public relations services for the both the residential and commercial parts of the Program.

Author(s)
Community Power Works
Publication Date
Organizations or Programs
Community Power Works

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.

Author(s)
Community Power Works
Publication Date
Organizations or Programs
Community Power Works
This planning document from Community Power Works of Seattle, Washington, includes flow charts and tables designed to help guide both the initial launch of the program, which includes setting goals, and its ongoing development.
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.

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.