This article, part of a series sponsored by Home Performance with ENERGY STAR, details the successes and lessons learned of the Neil Kelly Company. Over the past 63 years, the Neil Kelly Company has successfully navigated several economic downturns and has revamped its home performance division to emerge as a leader of sustainable building practices.

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

In this video interview segment, Andy Holzhauser of the Greater Cincinnati Energy Alliance discusses how programs can create more effective loan products by first identifying existing loan products and then working to make them better for homeowners and contractors.

This presentation describes the Illinois Home Performance program and marketing strategy lessons learned.

This video explains how Better Buildings for Michigan's performance metrics and quality assurance enabled them to encourage high-performing contractors, to help underperforming contractors improve, and ultimately to dismiss some contractors.

This article explores the opportunities for HVAC contractors to move into home performance and includes discussion from contractors and industry experts.

This document provides an overview for incorporating workforce development principles into projects.

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

Descriptions of eight county-level and city-level energy efficiency programs in the Southwest.

Story on how California homeowners are learning about energy efficiency by touring demonstration homes.

This presentation from Efficiency Maine shows early adopters and higher income residents tend to take advantage of large incentives, but smaller incentives may be a way to engage a broader range of income levels.

Presentation about the pro forma to evaluate the impact of program marketing on contractor revenue developed by the National Home Performance Council.

In this video interview segment, Tessa Shin of AFC First discusses the importance of low interest rates.

This presentation describes the Kentucky Home Performance program and lessons learned on testing innovative approaches to engaging consumers.

Presentation describing the San Antonio program and tactics used to drive demand and enhance service delivery to make the program simpler for customers.

Presentation describing the Greater Cincinnati Energy Alliance program and tactics used to drive demand and enhance service delivery to make the program simpler for customers.

Presentation describing the State of Michigan and Michigan Saves programs and tactics used to drive demand and enhance service delivery to make the program simpler for customers.

This webcast discussed how market research can help spur demand for home energy efficiency programs.

This report presents key findings and recommendations from the process evaluation of Clean Energy Works Oregon's (now Enhabit's) energy efficiency financing program. Table 1 provides a good list of key process evaluation research questions which may help others scope comprehensive process evaluations.

This peer exchange call summary focused on the challenges, opportunities and solutions of program sustainability.

LaborWorks@NeighborWorks is a nonprofit temporary labor pool developed by NeighborWorks of Western Vermont (NWWVT) to assist professional contractors involved with the NeighborWorks Home Energy Assistance Team (HEAT). In the first of this Focus Series, DOE interviews Melanie Paskevich, HEAT Squad coordinator, to get details on why NeighborWorks set up the temporary labor pool, how workers are recruited, and lessons learned for other programs to consider.

In this video interview segment, Tessa Shin of AFC First discusses the importance of including financing in the upgrade sales process.

In this video interview segment, Tessa Shin of AFC First discusses the importance of making the loan application process simple for both homeowners and contractors.

This presentation highlights the Connecticut Energy Efficiency Fund's efforts to integrate HVAC contractors, builders, and remodelers into its home performance program, which expanded its customer base and significantly scaled up the program. It includes lessons on outreach strategies for integrating these types of contractors into the program.

Presentation that shares Marketing & Outreach lessons learned from Vermont.

In this video interview segment, Liz Robinson with EnergyWorks in Philadelphia, Pennsylvania, talks about the faith-based partnerships EnergyWorks developed to help promote the program.

In this video interview segment, Liz Robinson with EnergyWorks in Philadelphia,  Pennsylvania, talks about the faith-based partnerships EnergyWorks developed to help promote the program.

Presentation that describes the successful elements of the Massachusetts HEAT loan program, including how it is funded and who is eligible.

A comparative list of lenders participating in the Mass Save HEAT Loan Program and the terms and conditions of the loans that they offer.

This plan was jointly developed by gas and electric companies in the state of Massachusetts to set aggressive goals for 2013-2015 through a sustained and integrated statewide energy efficiency effort in accordance with Green Communities Act.

This peer exchange call summary focused on grant funding investments, program design and revenue streams in the post-grant period.

This paper describes the problems and issues that arise for energy efficiency programs as a result of common cost-effectiveness test implementation practice. It also provides recommendations for how to address these challenges.

This peer exchange call summary focused on developing field training and mentoring programs for newly hired contractors.

This video provides an overview of Better Buildings for Michigan's mentoring program for contractors, and the high value that contractors and the program gain from mentoring.

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.

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.

An example of a detailed and thorough implementation guide written for the Michigan Saves program.

This peer exchange call summary focused on adapting and adjusting financing strategies after a program was implemented.

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

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

To deliver the most effective residential energy efficiency programs possible, NYSERDA implemented a quality assurance process to verify that projects meet all program requirements while maintaining healthy and safe conditions for the occupants.

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

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.

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.

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

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

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.

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

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

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

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.

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.

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.

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.

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.

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.

Tool to evaluate contractor impacts on program revenue.

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

This peer exchange call summary focused on planning and conducting evaluations.

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.

Policy brief explaining what constitutes a qualified project under the QECB program.

Community-based social marketing (CBSM) is a concept that has received a lot of attention lately, but may not be particularly well understood across the entire energy efficiency community. This white paper discusses insights drawn from the social and behavioral sciences in order to advance energy-efficient behavior and choices. This paper describes the core concepts and application of CBSM generally, citing specific and recent examples of its use within energy efficiency and demand-side management programs. It concludes with an illustration of how CBSM might be used to encourage uptake of home energy retrofits.

This report addresses a key bottleneck for private capital: lenders declining to underwrite energy efficiency loans for multifamily housing because they lack confidence in energy savings. It presents findings from an analysis of 230+ buildings, assesses total savings achieved and savings as a percentage of projections, and provides a starting point for an underwriting methodology.

Mission, goals and objectives of the Regional Climate Protection Authority.

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

Homeowner data collection survey created by RePower.

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.

This presentation describes Washington's RePower program and lessons learned on community engagement as a driver of demand.

Presentation on the key programmatic elements of financing initiatives.

This report describes how customer usage data can help promote the adoption of retro-commissioning polices for public and private commercial buildings.

This final report for the Retrofit LA Program includes activities, metrics, accomplishments.

This peer exchange call summary focused on how programs are devising plans for creating a contractor revenue stream and potential fee structures.

This market assessment for the Sarasota County (Florida) Energy Efficiency Upgrade Financing Program identifies the customers and potential demand for an energy efficiency upgrade financing program.

This policy brief describes the energy efficiency financing options programs can use to help financial institutions make energy upgrades affordable and accessible to homeowners.

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.

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

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

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

Connecticut's Neighbor to Neighbor Energy Challenge's perspective on their partnership with Northeast Utilities.

Presentation that focuses on grantee program-utility partnership models from the programs perspective.

Presentation that focuses on grantee program-utility partnership models.

This presentation describes STEP-UP Maryland's program and lessons learned about designing custom messages for specific markets.

This handbook is intended to assist electric utilities in overcoming barriers to using social media; provide a clear and simple stepwise approach to get started or enhance social media use; and provide a set of recommendations for using social media as an additional marketing tool to drive participation in energy efficiency and demand management programs.

This case study discusses strategies that Fayette County, Pennsylvania used to provide Building Performance Institute (BPI) certification and business skills training to aspiring energy efficiency contractors.

This case study explains how Efficiency Maine provided contractor sales training to boost upgrade conversions.

This case study describes Efficiency Maine's Home Energy Savings Program (HESP), one of the few large residential energy efficiency programs that has attempted to navigate the transition from rebate-focused offerings to financing focused offerings that better align with its limited budget.

This case study discusses BetterBuildings for Michigan's targeted outreach campaigns which applied varying incentives and outreach strategies to neighborhoods with a goal to understand which rebates and strategies work best in the target communities.

This case study discusses how Clean Energy Works Oregon (now Enhabit) used performance-based incentives, limited-time bonus rebates, early financing approvals, and seasonal advantages to broaden its program reach and increase home upgrade completions.

These standard work specifications define minimum requirements for upgrade work and can be used as an industry guide for workers, training instructors, and program administrators involved in the home performance industry.

Find out how JEA successfully increased interest in its low-interest loan program beyond a short-term incentive.

This peer exchange call summary focused on timing program demand with seasonal fluctuation (e.g., contractor schedules, seasonal lulls).

This peer exchange call summary focused on strategies and challenges of getting household energy data.

This peer exchange call summary focused on the challenges and strategies for marketing commercial financial products and attracting financial institutions.

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

This guide discusses the findings of research in moving existing companies, with a focus on HVAC, to deliver more comprehensive energy saving upgrade services. It also helps the industry understand the business processes and strategies for transitioning to such an approach.

This peer exchange call summary focused on activities to streamline service delivery to customers.

This video shows how Better Buildings Neighborhood Program partners are training and expanding their local contractor workforce and supporting professional jobs in communities across the country.

Better Buildings Neighborhood Program's suggestions for how to handle paper copies of utility bills.

This presentation highlights research from U.S. Green Data showing that it is important to pique consumers' interest with incentives, but that their effectiveness can be maximized by making them simple, focusing on people "ready to purchase," and educating consumers about the value of energy efficiency.

Connecticut's Neighbor to Neighbor Energy Challenge uses dashboards that display key project data for administrators and contractors to monitor progress over time. The program has evaluated performance at different steps in the process and identified strategies to improve performance where needed, such as sales training for contractors, energy advisors, monthly contractor scorecards, and multiple customer "touches." These improvements increased the close rate from 26 to 60 percent in one year.