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Incentivize the action you want your customer to take

Successful programs know that it is not enough to get customers interested in their services. They know that homeowners that receive assessments but don’t undertake upgrades don’t receive the benefits of energy efficiency—and programs don’t get credit for energy savings. Instead of emphasizing...
Tips for Success

Make upgrade options clear and concise for customers

Programs in many regions of the U.S. find that the concept of home performance is new to homeowners. Homeowners may not know how energy efficiency measures compare (e.g., energy savings benefits of insulation versus new windows) or have not heard about some effective measures, such as air sealing...
Tips for Success

Hire staff with financing skills and knowledge

Financing can be a complicated topic for programs, and having staff with financing knowledge and expertise can be very valuable. Financing program administration involves working with lenders and understanding how they operate as well as understanding financial regulatory issues and loan product...
Tips for Success

Follow through with customers

Following up on leads that result from your marketing and outreach efforts quickly and consistently will help your program convert them from interested parties to satisfied customers. Many programs found a sizable drop-off in action if they or their contractors were not able to follow up within a...
Tips for Success

Foster “word of mouth” communication from satisfied customers

Programs found that encouraging word of mouth outreach by asking satisfied customers to promote their program experience to peers helped attract more homeowners who completed energy upgrades. Referrals from neighbors and friends who are happy with their energy improvements can provide a good source...
Tips for Success

Language matters – use words that resonate with your target audience

Words have power, so many programs decided to use language with positive associations. For example, the Better Buildings Neighborhood Program encouraged use of the term "assessment" instead of "audit" to avoid the negative connotation of a tax audit. "Home energy upgrade" sounds more positive than...
Tips for Success

Motivate action through financial incentives and time-limited offers

Incentives can be the easiest approach to overcome motivation barriers and attract customers’ and contractors’ attention, as long as the upgrade and reimbursement processes are kept simple and easy to follow. Successful programs have found incentives help entice customers to complete upgrades...
Tips for Success

REEO Multifamily Energy Efficiency Retrofits: Barriers and Opportunities Webinar

Author(s)
Southeast Energy Efficiency Alliance,
Southwest Energy Efficiency Project,
Midwest Energy Efficiency Alliance,
South-central Partnership for Energy Efficiency as a Resource,
Northeast Energy Efficiency Partnerships, Inc.
Publication Date
2016
Organizations or Programs
Michigan Saves,
ConEdison’s Brooklyn Queens Demand Management Program,
Florida's Multifamily Energy Retrofit Program,
Set the PACE St. Louis,
City of Chicago,
Energy Outreach Colorado,
Massachusetts Low-Income Multifamily Energy Retrofit Program

This webinar covers the Multifamily Energy Efficiency Retrofits: Barriers and Opportunities for Deep Energy Savings report published in 2016.n

Resource - Webcast

Finance Planning

Author(s)
U.S. Department of Energy
Publication Date
2010
Organizations or Programs
Michigan Saves
This webcast discussed the broad spectrum of needs financing mechanisms must address within integrated energy efficiency programs.
Resource - Webcast

State of the Union: Best Practices from 'Most Improved' Energy Efficient States in 2016

Author(s)
U.S. Department of Energy
Publication Date
2017
Organizations or Programs
Efficiency Maine,
Michigan Saves

This summary from a Better Buildings Residential Network peer exchange call focused on how recent policy changes have impacted residential energy efficiency program implementation. Speakers include Efficiency Maine, Michigan Environmental Council, and Groundwork Center for Resilient Communities.

Resource - Topical Presentations

Keys to Successful Quality Assurance and Quality Control Programs (101)

Author(s)
U.S. Department of Energy
Publication Date
2016
Organizations or Programs
Energize Connecticut,
Michigan Saves

This summary from a Better Buildings Residential Network peer exchange call focused on quality assurance of energy efficiency services.

Resource - Topical Presentations

Financing Multifamily Energy Efficiency Upgrades

Author(s)
U.S. Department of Energy
Publication Date
2015
Organizations or Programs
Michigan Saves

This summary from a Better Buildings Residential Network peer exchange call focused on how to market energy efficiency upgrades in the multifamily housing sector.

Resource - Topical Presentations

Working With Weatherization Assistance Programs

Author(s)
U.S. Department of Energy
Publication Date
2011
Organizations or Programs
Michigan Saves

This peer exchange call summary focused on integrating income-qualified programs into neighborhood sweeps.

Resource - Topical Presentations

Using Loan Performance Data to Inform Program Implementation

Author(s)
U.S. Department of Energy
Publication Date
2014
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.

Resource - Topical Presentations

Community Readiness Assessments

Author(s)
U.S. Department of Energy
Publication Date
2013
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.

Resource - Topical Presentations

Contractor-Funded Incentives

Author(s)
U.S. Department of Energy
Publication Date
2013
Organizations or Programs
Michigan Saves

This summary from a Better Buildings Residential Network peer exchange call focused on shared funding arrangements with contractors.

Resource - Topical Presentations

Green for All Energy Efficiency Toolkit

Author(s)
Green For All
Publication Date
2012
Organizations or Programs
Enhabit,
Wisconsin Energy Conservation Corporation (WECC),
EnergyWorks KC,
Baltimore Neighborhood Energy Challenge,
BetterBuildings for Greensboro,
Green and Healthy Homes Initiative,
Working Partnerships USA,
NYC Apollo Alliance,
Community Power Works,
New York State Energy Research and Development Authority (NYSERDA),
RePower Bremerton,
Local Energy Alliance Program (LEAP),
RePower Bainbridge,
Better Buildings Near Eastside Neighborhood Sweeps Program,
RePower Kitsap,
Michigan Saves,
Keystone Home Energy Loan Program (HELP),
EnergySmart,
Efficiency Vermont,
Long Island Green Homes,
Energy Impact Illinois,
Energize Bedford,
reEnergize

This practitioner-focused Toolkit for Residential Energy Efficiency Upgrade Programs was created by Green For All to assist new, established, and future energy efficiency programs launch and scale initiatives that can deliver the full promise of the green economy. It is intended as a practical resource that offers examples, tools, and templates that a program manager can deploy to implement a variety of aspects of their program including best practice briefs and summary documents, RFPs, contracts, and other program design and implementation templates that communities nationwide have used to create their own efficiency programs.

Resource - Tools & Calculators

Multifamily Energy Efficiency Retrofits: Barriers and Opportunities for Deep Energy Savings

Author(s)
Southeast Energy Efficiency Alliance,
Southwest Energy Efficiency Project,
Midwest Energy Efficiency Alliance,
South-central Partnership for Energy Efficiency as a Resource,
Northeast Energy Efficiency Partnerships, Inc.
Publication Date
2016
Organizations or Programs
Michigan Saves,
ConEdison’s Brooklyn Queens Demand Management Program,
Florida's Multifamily Energy Retrofit Program,
Set the PACE St. Louis,
City of Chicago,
Energy Outreach Colorado,
Massachusetts Low-Income Multifamily Energy Retrofit Program

This report was developed to help inform national stakeholders about the strategies that have been used to achieve deep energy savings in the multifamily housing sector through energy efficiency upgrades. These strategies could be used as models in areas where utility program administrators and policymakers seek to achieve deep energy savings in the multifamily building stock for the purposes of reducing energy costs, creating comfortable and healthy homes, meeting regulatory requirements, or reducing the environmental impacts of energy consumption. This report includes a national multifamily market characterization, barriers and opportunities for program and policy efforts, and eight exemplary case studies from across the country.

Resource - Publications

Current Practices in Efficiency Financing: An Overview for State and Local Governments

Author(s)
Lawrence Berkeley National Laboratory
Publication Date
2016
Organizations or Programs
Keystone Home Energy Loan Program (HELP),
Kansas How$mart,
New York State Energy Research and Development Authority (NYSERDA),
Michigan Saves,
Texas LoanSTAR,
Sacramento Municipal Utility District (SMUD),
Nebraska Dollar and Energy Savings Program

This report is a guide to all customer-facing financing products—products offered by a lender directly to a borrower—used to pay for energy efficiency. Intended for state and local governments that are deciding whether to start a new program, tune up and existing program, or create a Green Bank, it provides information on the full range of financing product options for target participants, the tradeoffs of various products, and potential advantages and disadvantages for different types of customers.

Resource - Publications

Accelerating the Commercial PACE Market: Statewide Programs and State Energy Office Participation in Property Assessed Clean Energy (PACE) Financing

Author(s)
National Association of State Energy Officials
Publication Date
2016
Organizations or Programs
Lean and Green Michigan,
New York State Energy Research and Development Authority (NYSERDA),
Michigan Saves,
Keeping PACE in Texas,
Energize New York

This report examines how State Energy Offices and state-level partners are supporting growth and uptake of Commercial Property Assessed Clean Energy (C-PACE) financing around the country. The report offers examples, insights, and strategies for State Energy Offices, green banks, state financing agencies, and other public and private entities to catalyze, accelerate, organize, and expand C-PACE markets.

Resource - Publications

A Policymaker’s Guide to Scaling Home Energy Upgrades

Author(s)
State and Local Energy Efficiency Action Network
Publication Date
2015
Organizations or Programs
EnergySmart,
New York State Energy Research and Development Authority (NYSERDA),
Enhabit,
Mass Save,
Tennessee Valley Authority (TVA),
Manitoba Hydro,
Keystone Home Energy Loan Program (HELP),
Michigan Saves,
Warehouse for Energy Efficiency Loans,
Austin Energy,
Efficiency Vermot,
Midwest Energy Efficiency Alliance,
Illinois Home Performance with Energy Star,
Build It Green,
Earth Advantage,
Elevate Energy,
Arizona Public Service (APS),
Pacific Gas and Electric Company,
NeighborWorks H.E.A.T. Squad

This Guide is designed to help state and local policymakers to take full advantage of new policy developments by providing them with a comprehensive set of tools to support launching or accelerating residential energy efficiency programs. The Guide focuses on four categories of policies that have proven particularly effective in providing a framework within which residential energy efficiency programs can thrive: incentives and financing, making the value of energy efficiency visible in the real estate market, data access and standardization, and supporting utility system procurement of energy efficiency.

Resource - Publications

Credit Enhancement Overview Guide

Author(s)
State and Local Energy Efficiency Action Network
Publication Date
2014
Organizations or Programs
Energize Connecticut,
Michigan Saves,
Warehouse for Energy Efficiency Loans (WHEEL)
This report provides an overview of credit enhancements available, such as loan loss reserves, loan guarantees, debt service reserve funds, and subordinated capital. It also discusses key issues related to credit enhancement, examples of how others have successfully implemented credit enhancements as part of their energy efficiency financing programs, and additional information on existing resources that provide further information on credit enhancement design and implementation.
Resource - Publications

Reactions to the Residential Retrofit Roundtable Recommendations

Author(s)
Richard Faesy and Chris Kramer, Energy Futures Group (Prepared for the Energy Foundation)
Publication Date
2013
Organizations or Programs
Enhabit,
Michigan Saves,
BetterBuildings for Michigan,
Local Energy Alliance Program (LEAP),
NeighborWorks H.E.A.T. Squad,
Energy Works,
Keystone Home Energy Loan Program (HELP),
Efficiency Maine,
Greater Cincinnati Energy Alliance (GCEA)

This report explores the approaches and research needs identified in the Building Retrofit Industry and Market (BRIM) Initiative through in-depth discussion with residential energy upgrade experts including a discussion of Marketing & Outreach and the program/contractor interface.

Resource - Publications

Better Buildings Neighborhood Program Grantee Incentives

Author(s)
U.S. Department of Energy
Publication Date
2012
Organizations or Programs
Atlanta SHINE,
Be SMART,
Beacon Communities Project,
BetterBuildings for Michigan,
BetterBuildings for Greensboro,
BetterBuildings Lowell Energy Upgrade,
Camden POWER - A Better Buildings Initiative,
CarrboroWISE,
City of Indianapolis Better Buildings Program,
Chapel Hill WISE,
CharlestonWISE,
Enhabit,
Community Alliance for Energy Efficiency (Cafe2),
Community Power Works,
Connecticut Neighbor to Neighbor Energy Challenge,
DecaturWISE,
Efficiency Maine,
emPowerSBC,
Energize Phoenix,
EnergyFit Nevada,
Energy Impact Illinois,
EnergySmart,
Energy Upgrade California,
EnergyWorks,
Fayette County Better Buildings Initiative,
Greater Cincinnati Energy Alliance (GCEA),
Huntsville WISE,
Local Energy Alliance Program (LEAP),
Michigan Saves,
Missouri Agricultural Energy Saving Team - A Revolutionary Opportunity (MAESTRO),
NeighborWorks H.E.A.T. Squad,
New York State Energy Research and Development Authority (NYSERDA),
reEnergize,
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton,
Richmond Regional Energy Alliance (RREA),
ShopSmart with JEA,
Solar and Energy Loan Fund (SELF),
Small Town Energy Program (STEP),
Wisconsin Energy Conservation Corporation (WECC),
Southeast Energy Efficiency Alliance (SEEA)

This publication summarizes some of the incentives offered by Better Buildings Neighborhood Program partners.

Resource - Publications

Strategies (th)at Work

Author(s)
Mary Templeton, Michigan Saves,
George Clark, Energy Efficiency Contractor
Publication Date
2014
Organizations or Programs
Michigan Saves
Overview of Michigan Saves' employer outreach initiative to drive uptake of home energy upgrades.
Resource - Program Presentations & Reports

Michigan Saves: Using Loan Performance Data to Inform Program Implementation

Author(s)
Mary Templeton, Michigan Saves
Publication Date
2014
Organizations or Programs
Michigan Saves
This presentation describes the financial data Michigan Saves tracks and how the program uses the data to inform program implementation.
Resource - Program Presentations & Reports

Home Energy Loan Program Loan Loss Reserve Fund Agreement

Author(s)
Michigan Saves
Publication Date
2013
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.
Resource - Program Materials

Sample RFP: Third-party Process Evaluator

Author(s)
Michigan Saves
Publication Date
2009
Organizations or Programs
Michigan Saves
Sample RFP from Michigan Saves for a third-party to conduct an evaluability assessment and process evaluation for the program during the first phase of implementation.
Resource - Program Materials

Content Type

  • Resource (21)
  • Tips for Success (7)

Resource Type

Program Components

  • Market Position & Business Model (5)
  • Program Design & Customer Experience (7)
  • Evaluation & Data Collection (3)
  • Marketing & Outreach (7)
  • Financing (9)
  • Contractor Engagement & Workforce Development (4)

Program Design Phases

  • Overview (5)
  • Strategy Development (19)
  • Planning (19)
  • Implementation (19)
  • Evaluation (7)

States or Territories

  • Alabama (2)
  • Alaska (1)
  • Arizona (1)
  • Arkansas (1)
  • California (5)
  • Colorado (7)
  • Connecticut (4)
  • Delaware (1)
  • Florida (4)
  • Georgia (2)
  • Hawaii (2)
  • Illinois (4)
  • Kansas (2)
  • Kentucky (1)
  • Maine (2)
  • Manitoba (1)
  • Maryland (4)
  • Massachusetts (4)
  • Michigan (22)
  • Minnesota (1)
  • Mississippi (1)
  • Missouri (3)
  • Montana (1)
  • Nebraska (1)
  • New Hampshire (2)
  • New Jersey (1)
  • New York (6)
  • Ohio (3)
  • Oklahoma (1)
  • Oregon (6)
  • Pennsylvania (3)
  • Rhode Island (1)
  • South Dakota (1)
  • Texas (8)
  • Utah (2)
  • Vermont (2)
  • Virginia (3)
  • Washington (1)
  • Washington DC (1)
  • Wisconsin (3)

Organizations or Programs

  • Enhabit (64)
  • Energy Upgrade California (49)
  • New York State Energy Research and Development Authority (NYSERDA) (45)
  • Efficiency Maine (37)
  • Austin Energy (34)
  • (-) Michigan Saves (28)
  • Local Energy Alliance Program (LEAP) (26)
  • RePower Bainbridge (25)
  • Efficiency Vermont (24)
  • Greater Cincinnati Energy Alliance (GCEA) (24)
  • Elevate Energy (23)
  • Energy Impact Illinois (23)
  • EnergySmart Colorado (23)
  • RePower Kitsap (22)
  • Community Power Works (21)
  • RePower Bremerton (21)
  • Connecticut Neighbor to Neighbor Energy Challenge (20)
  • EnergySmart (20)
  • EnergyWorks (20)
  • Southeast Energy Efficiency Alliance (SEEA) (16)
  • Keystone Home Energy Loan Program (HELP) (15)
  • NeighborWorks H.E.A.T. Squad (15)
  • BetterBuildings for Michigan (13)
  • Focus on Energy (12)
  • Energize Phoenix (11)
  • Energize Connecticut (9)
  • Energy Trust of Oregon (9)
  • Mass Save (9)
  • BetterBuildings for Greensboro (8)
  • Denver Energy Challenge (8)
  • NOLA WISE (8)
  • Sacramento Municipal Utility District (SMUD) (8)
  • ShopSmart with JEA (8)
  • Arizona Public Service (APS) (7)
  • Be SMART (7)
  • Long Island Green Homes (7)
  • Milwaukee Energy Efficiency (Me2) (7)
  • National Grid (7)
  • NeighborWorks of Western Vermont (7)
  • Texas LoanSTAR (7)
  • CharlestonWISE (6)
  • Efficiency Nova Scotia (6)
  • Energy Outreach Colorado (6)
  • New Jersey Home Performance with ENERGY STAR (6)
  • reEnergize (6)
  • Build It Green (5)
  • Cambridge Energy Alliance (5)
  • Community Energy Challenge (5)
  • emPowerSBC (5)
  • Energize New York (5)
Residential Program Guide is a resource of the U.S. Department of Energy's Building Technologies Office.
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