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Author: Jerry Hanna, National Grid
Publication Date: 2011

Brief presentation on the experience of a Massachusetts energy utility, National Grid, with the Home Performance with ENERGY STAR program.

Author: National Housing & Rehabilitation Association
Publication Date: 2016

National Housing & Rehabilitation Association has collected a number of energy efficiency factsheets and resources on their Preservation Through Energy Efficiency Initiative Library.

Author: Weatherization Assistance Program
Publication Date: 2015

The Recovery Act Evaluation was performed to provide information on the costs and benefits of WAP services in different parts of the country and for different types of housing. It was also performed to provide a comprehensive picture of the Program (including the characteristics of the clients, housing stock, and service providers), assess program administration, document experiences during the Recovery Act period, and conduct several special studies.

Author: Weatherization Assistance Program
Publication Date: 2015

The Retrospective Evaluation was performed to provide information on the costs and benefits of WAP services in different parts of the country and for different types of housing. It was also performed to provide a comprehensive picture of the Program (including the characteristics of the clients, housing stock, and service providers) and assess program administration.

Author: Northeast Energy Efficiency Partnerships, Inc.
Publication Date: 2012

The ultimate objective of the protocol is to develop a system that can be used to guide the production of readily usable dataset that can leverage project data from future meter-based measurement and evaluation studies, or metering studies to develop end-use load shapes. The protocol includes a "NEEP Residential Data Collection Protocol Report" template.

Author: Jeff Hughes, Environmental Finance Center at The University of North Carolina at Chapel Hill
Publication Date: 2011

Outlines potential partnership structures for energy efficiency program administrators and financial institutions, and discusses strategies for negotiation and communication with financial partners.

Author: Clean Water Fund
Publication Date: 2012

This presentation describes Connecticut Neighbor to Neighbor Energy Challenge program and lessons learned on community engagement as a driver of demand.

Author: Chris Badger, Vermont Energy Investment Corporation
Publication Date: 2012

This presentation describes the New Jersey Clean Energy program and lessons learned on community engagement as a driver of demand.

Author: New Jersey Clean Energy
Publication Date: 2014

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: New York State Energy Research and Development Authority
Publication Date: 2010

This is a sample request for proposals (RFP) from New York state for integrated marketing and communications support.

Author: New York State Energy Research and Development Authority
Publication Date: Revised 2015

The New York State Energy Research and Development Authority (NYSERDA) developed this manual for use by contractors participating in their New York Home Performance with ENERGY STAR (HPwES) program. The manual is intended to help contractors understand and navigate the HPwES program. It provides important information about HPwES program rules, opportunities, incentives, and forms. The manual is an example of a comprehensive contractor handbook in which programs will find many useful examples of forms, procedures, and other resources.

Author: Todd Nedwick, National Housing Trust
Publication Date: 2016

This presentation covers the features of well-designed energy efficiency programs for multifamily affordable housing.

Author: Northwest Energy Efficiency Alliance
Publication Date: 2014

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: U.S. Department of Energy
Publication Date: 2015

This summary from a Better Buildings Residential Network peer exchange call focused on introducing Better Buildings Residential Network members to each other.

Author: New York State Energy Research and Development Authority
Publication Date: 2011

This report summarizes a home segmentation study conducted by New York State Energy Research and Development Authority (NYSERDA). The study looked at 1,012 homeowners across New York to evaluate how they view home energy consumption, the importance they place on energy saving solutions, and why they would consider taking advantage of programs that increase energy efficiency.

Author: New York State Energy Research and Development Authority
Publication Date: 2011

This report summarizes a home segmentation study conducted by New York State Energy Research and Development Authority (NYSERDA). The study looked at 1,012 homeowners across New York to evaluate how they view home energy consumption, the importance they place on energy saving solutions, and why they would consider taking advantage of programs that increase energy efficiency.

Author: NYSERDA Green Jobs-Green New York
Publication Date: 2015

This page contains annual and monthly update reports of the Green Jobs-Green New York program.

Author: New York State Energy Research and Development Authority
Publication Date: 2013

Links to residential projects completed under NYSERDA's Green Jobs-Green New York (GJGNY) program.

Author: New York State Energy Research and Development Authority
Publication Date: 2013

Links to case studies of residential projects and contractors under the New York State Energy Research and Development Authority (NYSERDA)'s Home Performance with ENERGY STAR program.

Author: New York State Energy Research and Development Authority
Publication Date: 2012

This section of NYSERDA's Home Performance Contractor Resource Guide describes quality control procedures for initial review, field inspection, and administrative review of projects. Supporting worksheets are available to assist with compliance and verification.

Author: Lawrence Berkeley National Laboratory
Publication Date: 2011

Discusses innovative financing options designed to expand the accessibility of energy efficiency financing to households that typically do not qualify for traditional loans.

Author: New York State Energy Research and Development Authority
Publication Date: 2010

Two visual flow charts, one that illustrates the process starting with customer interest to final incentive payment, and another that illustrates the program's quality assurance process.

This is a Tip for Success

Author: City of Omaha, Nebraska
Publication Date: 2011

An overview of program design, achievements, and lessons learned for the reEnergize program in Omaha.

Author: U.S. Department of Energy
Publication Date: 2016

Energy efficiency data can inform real estate transactions – including underwriting and appraisal, but each sector relies on its own sets of tools, data and specifications. The Home Energy Information Accelerator addresses how reliable energy information can get into the hands of decision-makers, and what types of policy, technical, and other changes are needed to make energy information useful in the real estate transaction.

Author: American Council for an Energy-Efficient Economy
Publication Date: 2011

Provides review of on-bill financing programs implemented across the country, challenges to widespread adoption, and program and policy recommendations.

Author: U.S. Department of Energy
Publication Date: 2015

This summary from a Better Buildings Residential Network peer exchange call focused on strategies and challenges of on-bill financing programs.

Author: Green For All
Publication Date: 2013

This report highlights program and policy attributes that enable successful on-bill programs based on analysis of four program case studies.

Author: One Change
Publication Date: 2012

This presentation describes One Change's program and lessons learned about designing custom messages for specific markets.

Author: U.S. Department of Energy
Publication Date: 2014

In this video interview segment, Ludy Biddle with Neighborworks of Western Vermont describes the benefits of one-on-one communications between customers and the Neighborhood H.E.A.T. Squad program's energy advisors.

Author: U.S. Department of Energy
Publication Date: 2015

This summary from a Better Buildings Residential Network peer exchange call focused on an overview of the Building America Technology to Market Roadmaps.

Author: Northeast Energy Efficiency Partnerships, Inc.
Publication Date: 2015

The purpose of this report is to demonstrate the potential for HEMS as an evolving avenue to deeper residential energy savings, and it explains, in detail, the variations and characteristics of HEMS; what the market is and who the major market players are; what the major barriers to implementation look like; and finally, it attempts to outline potential program solutions with HEMS at the core of the strategy.

Author: U.S. Department of Energy
Publication Date: 2013

This summary from a Better Buildings Residential Network peer exchange call focused on the features and eligibility of the PowerSaver Loan Program. 

Author: Timothy Block, Southeast Energy Efficiency Alliance; Ian Fischer, Clean Energy Solutions, Inc.; Steve Morgan, Clean Energy Solutions, Inc.; Jennifer Weiss, Environmental Finance Center at UNC-Chapel Hill
Publication Date: 2014

This report presents the underlying barriers and drivers of successful efficiency programs, deliberates upon what financing roles are most appropriate for SEEA involvement going forward, and quantifies the opportunity for energy efficiency financing in the Southeast going forward.

Author: U.S. Department of Energy
Publication Date: 2013

This summary from a Better Buildings Residential Network peer exchange call focused on how to create and track program benchmarks.

Author: Environmental Finance Center at The University of North Carolina at Chapel Hill
Publication Date: 2011

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: Research Into Action, Inc.
Publication Date: 2009

Energy Trust of Oregon analyzes customer perceptions about energy efficiency.

Author: Northwest Energy Efficiency Alliance
Publication Date: 2014

Developed as part of the Residential Building Stock Assessment (RBSA), this report provides overall housing utility and energy statistics for Oregon, and details the type and efficiency of various components such as windows, insulation, appliances and type of heating fuel used in homes with each region of the state.

Author: U.S. Department of Energy
Publication Date: 2015

This summary from a Better Buildings Residential Network peer exchange call focused on what residential energy efficient programs and strategies worked well in rural populations.

Author: U.S. Department of Energy
Publication Date: 2014

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

Author: U.S. Department of Energy
Publication Date: 2014

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

Author: Dale Hoffmeyer, U.S. Department of Energy; Gavin Hastings, Tierra Resource Consultants; Julie Caracino, NYSERDA; Cynthia Adam, Pearl National Certification; Greg Thomas, Performance Systems Development
Publication Date: 2015

Home Performance (HP) XML is transforming the way home energy upgrade programs collect and transfer information from one software system to another, leading to improved contractor satisfaction, lower administrative costs, and technological advancements in the home performance industry. This presentation provides an overview of HPXML and its benefits, and discuss how the data standard is facilitating technological and process improvements among home energy upgrade programs and software developers in the United States.

Author: U.S. Department of Energy
Publication Date: 2011

This presentation is aimed at program administrators and describes business planning concepts such as program mission, vision, and goals.

Author: Oak Ridge National Laboratory
Publication Date: 2011

This report shares strategies for marketing local energy efficiency programs, particularly through focused messaging, leveraging partnerships, and social media.

Author: Energy and Environmental Economics
Publication Date: 2011

This report provides an overview of residential customer information and behavior efficiency programs, and identifies key challenges to and solutions for increasing the penetration of these programs nationwide.

Author: Chris Lohmann, U.S. Department of Energy
Publication Date: 2011

Presentation that provides a summary of the role financing plays within energy efficiency programs.

Overview and Preliminary Results of ARRA-Funded SGIG Consumer Behavior Studies
Presentation, Media
Author: State and Local Energy Efficiency Action Network
Publication Date: 2014

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.

PACE Legal Authority & Administration: Financing Program Support for ARRA Recipients
Presentation
Author: U.S. Department of Energy
Publication Date: 2009

This webcast discussed program administration for PACE financing programs.

PACE Legal Issues: Financing Program Support for ARRA Recipients
Presentation
Author: U.S. Department of Energy
Publication Date: 2009

This webcast discussed legal issues for PACE financing programs.

Author: The Cadmus Group, Inc.
Publication Date: 2012

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 I: Getting Started: Answering Big Picture Funding Questions
Presentation 1, Presentation 2, Presentation 3, Presentation 4, Transcript
Author: Neelam Patel, U.S. Environmental Protection Agency; Pat McGuckin, The Cadmus Group, Inc.; Richard Dooley, Arlington County, Virginia; Shawn Collins, Opportunity Council; Alex Ramel, Sustainable Connections
Publication Date: 2012

This webcast (Part I of a three-part series) covers the big picture questions that local governments should consider for funding clean energy programs. What resources are available? What are the program priorities? How can these programs pay for themselves? What funding is available? The webinar guides local governments through these and other questions in the context of their own unique circumstances and illustrates the concepts through case studies that explore how local governments have used both conventional and unconventional methods to gain support, line up partners, and design and implement their funding programs.

Part II: Getting it Funded: Finding Funding for your Clean Energy Programs
Presentation 1, Presentation 2, Presentation 3, Presentation 4, Presentation 5, Transcript
Author: Neelam Patel, U.S. Environmental Protection Agency; Pat McGuckin, The Cadmus Group, Inc.; Marvin Lee, School District of Philadelphia, Pennsylvania; Nate Boyd, City of Orlando, Florida
Publication Date: 2012

This webcast (Part II of a three-part series) discusses how climate and clean energy programs can find funding.

Part III: Keeping it Going: Financing Options for your Clean Energy Programs
Presentation 1, Presentation 2, Presentation 3, Presentation 4, Presentation 5, Presentation 6, Transcript
Author: 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: 2012

This webcast (Part III of a three-part series) covers how to choose and implement financing options that meet local needs.

Author: U.S. Department of Energy
Publication Date: 2012

This video describes the partnerships that EnergyWorks in Philadelphia established to offer classroom, lab, and in-field training to technicians to help them enter the home performance market.

Author: U.S. Department of Energy
Publication Date: 2013

The objective of this document is to help state and local governments understand the role of program administrators (PAs) and assist them in developing successful partnerships with utility and other energy efficiency PAs. The majority of this paper presents information on partnering and leveraging current energy efficiency activities. However, it also includes information for governments in areas without active PAs, as well as an appendix with a case study describing how state and local governments can fill gaps and administer programs in the absence of a PA.

Partnering with Utilities Part 1 -- Successful Partnerships and Lessons from the Field
Presentation, Media
(68 MB)
, Transcript
Author: Jennifer Clymer, ICF International; Philip LaMay, Allegheny County, Pennsylvania; Christian Williss, Denver, Colorado; Sharon Procopio, Denver, Colorado
Publication Date: 2011

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
Presentation, Media
(65 MB)
, Transcript
Author: 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: 2011

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: U.S. Department of Energy
Publication Date: 2011

Table showing business model frameworks, their relevance, key metrics, and questions for consideration.

Author: U.S. Department of Energy
Publication Date: 2012

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

Author: Paul Cillo, Energy Efficiency Institute, Inc.
Publication Date: 2011

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: Rocky Mountain Institute; Building Performance Institute
Publication Date: 2016

This report, informed by leading research and real-world examples, highlights practical online and in-person tactics that contractors can use to promote social interaction and social comparison among homeowners to make energy upgrades a "must-have" in U.S. homes.

Author: U.S. Department of Energy
Publication Date: 2015

This summary from a Better Buildings Residential Network peer exchange call focused on innovative financing approaches programs are using to support residential energy efficiency.

Pennsylvania's Keystone HELP Program
Presentation, Media, Transcript
Author: U.S. Department of Energy
Publication Date: 2010

This webcast presents Pennsylvania's Keystone HELP program as a case study for successful public/private partnerships for consumer energy efficiency financing.

Author: Pacific Gas and Electric Company
Publication Date: 2012

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

Author: iSpring
Publication Date: 2014

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.

Author: Liz Robinson, Energy Coordinating Agency
Publication Date: 2012

This presentation discusses Philadelphia's Energy Coordinating Agency Apprenticeship Program in energy conservation and building science, including programs for journeyman credentials and BPI certification.

Author: Research Into Action, Inc.
Publication Date: 2010

This report describes the process evaluation of a pilot project in Portland Oregon that informed the refinement and expansion of the program statewide into Clean Energy Works Oregon (now Enhabit).

Author: Climate Solutions
Publication Date: 2012

This report from Climate Solutions analyzes small- to medium-sized American cities that are using successful methods to further clean energy economic development. Better Buildings Neighborhood Program partners that are featured in the report include Bainbridge Island and Bremerton, Washington; Boulder, Colorado; Bedford, New York; Madison, Wisconsin; and Grand Rapids, Michigan. The report includes details on the how the featured cities funded their projects, found successful models to reach their goals, and to see which new projects are off to a promising start.

Author: Climate Solutions
Publication Date: 2012

This report profiles the early results of a diverse range of small- to medium-sized American cities with different economic and energy profiles that are pioneering the clean energy economy. Many communities used federal grants to jumpstart long-term strategies to test and refine various clean energy and energy efficiency solutions. Others developed innovative financing strategies in the absence of grant money. These city-led efforts to catalyze local clean energy economic development are important to watch as federal grants sunset, especially in the absence of a comprehensive national energy or climate policy.

PowerSaver Loan
Presentation
Author: U.S. Department of Energy
Publication Date: 2014

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: U.S. Department of Energy
Publication Date: 2011

This peer exchange call summary focused on the background and features of the PowerSaver loan program.

Author: U.S. Department of Energy
Publication Date: 2014

This fact sheet describes the PowerSaver loan program, including benefits, eligible improvements, and requirements.

Author: Research Into Action, Inc.
Publication Date: 2013

This document presents the findings from the preliminary impact evaluation of the U.S. Department of Energy's (DOE) Better Buildings Neighborhood Program (BBNP). The overall objective of the preliminary impact evaluation was to develop independent, quantitative estimates of BBNP's economic impacts and energy savings for projects completed from the onset of programmatic activities through 2012.

Preliminary Impact Evaluation of the U.S. Department of Energy's Better Buildings Neighborhood Program
Presentation
Author: Jeff Dowd, U.S. Department of Energy; Ed Vine, Lawrence Berkeley National Laboratory
Publication Date: 2013

This presentation discusses the preliminary impact evaluation of the U.S. Department of Energy's Better Buildings Neighborhood Program, including program processes and what program elements are most successful in inducing market changes that will result in sustainable savings.

Author: Research Into Action, Inc.; NMR Group Inc.
Publication Date: 2012

This report presents the preliminary process and market evaluation of the Better Buildings Neighborhood Program. As part of the evaluation, the report identifies the factors most strongly correlated with the 10 most successful grantees' performance and offers recommendations to the Energy Department and grant recipients for the final program year.

Preliminary Process and Market Evaluation: Better Buildings Neighborhood Program
Presentation, Media, Transcript
Author: Lawrence Berkeley National Laboratory
Publication Date: 2013

This webcast provided an overview of the preliminary process and market evaluation completed for the Better Buildings Neighborhood Program.

Author: Research Into Action, Inc.; NMR Group Inc.
Publication Date: 2012

This report presents the preliminary process and market evaluation of the Better Buildings Neighborhood Program. As part of the evaluation, the report identifies the factors most strongly correlated with the 10 most successful grantees' performance and offers recommendations to the Energy Department and grant recipients for the final program year.

Author: Research Into Action, Inc.; NMR Group Inc.
Publication Date: 2012

This report presents the preliminary process and market evaluation of the Better Buildings Neighborhood Program. As part of the evaluation, the report identifies the factors most strongly correlated with the 10 most successful grantees' performance and offers recommendations to the Energy Department and grant recipients for the final program year.

Author: Energy Efficiency Finance Corporation
Publication Date: 2014

Provides a sample or preliminary term sheet for single family residential energy efficiency loans that can provide a basis for discussions and negotiations with prospective lending partners.

Presentation on the Energy Efficiency Reporting Tool for Public Power Utilities
Presentation, Media
Author: Lawrence Berkeley National Laboratory; American Public Power Association
Publication Date: 2016

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.

Author: National Home Performance Council
Publication Date: 2012

A pro forma is a tool of forecasting the impact that adjustments to a business model can have on future financials, using a set of assumptions and inputs. In the residential energy efficiency industry, programs can use pro forma tools to forecast the impact that marketing campaigns, incentive re-structuring, or other program changes will have on the program budget and results.  Example assumptions include the number of homeowner registrations that a set of marketing activities generate in a year, average assessment to upgrade conversion rate, and average incentive per project. By applying assumptions such as these, a pro forma tool can also help your program determine how effective various strategies are at achieving program goals and objectives. Program administrators can help contractors by supporting them with their own business pro forma. To help you get started, here are a few useful resources: the National Home Performance Council developed a presentation on their Integrated Pro Forma Project; for an example program pro forma, see the presentation by Virginia’s Local Energy Alliance Program (LEAP-VA); the National Home Performance Council also developed the Contractor Pro Forma Tool.

Author: National Home Performance Council
Publication Date: 2012

Tool to evaluate contractor impacts on program revenue.

Author: Lawrence Berkeley National Laboratory
Publication Date: 2014

This report presents the cost of saving energy through efficiency programs funded by utility customers in the period 2009-2011 at the national and regional level for all sectors and the most prevalent program types.

Author: U.S. Department of Energy
Publication Date: 2013

This summary from a Better Buildings Residential Network peer exchange call focused on the benefits and challenges of program automation.

Author: U.S. Department of Energy
Publication Date: 2012

This peer exchange call summary focused on effective program evaluation and incorporating changes into programs based off evaluation insight.

Author: EnergySmart Colorado
Publication Date: 2011

Example of a program design flowchart showing key steps and relationships for the energy efficiency program in Eagle County, Colorado.

Author: BetterBuildings for Greensboro

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

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