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Author: California Public Utilities Commission
Publication Date: 2017

The goal of the Marketing Education & Outreach (ME&O) Program is to motivate consumers to take action on energy efficiency/conservation measures and change their behavior. The program strives to both increase consumer awareness and facilitate the ability to act and incorporate technological advances or behavior change using all available resources to reduce energy and choose clean energy options. This Five-Year ME&O Strategic Roadmap includes two main sections: (1) the objectives, strategies, and metrics for customer engagement and how these strategies will lead greenhouse gas reduction and energy efficiency goals of the California Public Utilities Commission.

Author: U.S. Department of Energy
Publication Date: 2017

The City of Fort Collins, Colorado increased the number of homes that are energy efficient through the use of community-based social marketing. Strategies to maximize impact included identifying neighborhoods based on data analysis, simplifying the process for completing upgrades, and using trusted messengers for delivery of tailored messages on energy efficiency services.

Author: U.S. Department of Energy
Publication Date: 2017

This toolkit describes how to strengthen residential energy efficiency program outreach and marketing efforts through data-driven, tailored efforts to change behaviors. One of the greatest challenges facing the residential energy efficiency market is motivating people to take steps to save energy. This toolkit provides guidance, resources, and examples for applying community-based social marketing (CBSM) to increase the number of homes that are energy efficient.

Author: U.S. Department of Energy
Publication Date: 2017

This summary from a Better Buildings Residential Network peer exchange call focused on home energy reports to inform homeowners about their home energy use and use of customer research and segmentation to improve the results from these reports. Speakers include Opinion Dynamics and Pacific Gas & Electric.

How to Influence Utilities to Provide Actionable Energy Data to Multifamily Properties
Author: Institute for Market Transformation
Publication Date: 2017
Media

This webinar covers best practices for providing whole-building data, as well as options building owners and landlords have to influence this process. Multifamily property stakeholders need better information about their energy usage. Arming them with this information enables better benchmarking and energy management practices, and more reliable utility allowance models for affordable housing. Actionable energy usage information allows building owners to make improvements to not only save energy, but also reduce expenses, increase comfort, and lower vacancies.

Author: U.S. Department of Energy
Publication Date: 2017

This summary from a Better Buildings Residential Network peer exchange call focused on behavior change program design and design thinking to increase program reach. It features speakers from See Change Institute, Efficiency Vermont, and Navitas Partners, Inc.

Author: American Council for an Energy-Efficient Economy
Publication Date: 2016

Utilities and regulators increasingly rely on behavior change programs as essential parts of their demand side management (DSM) portfolios. This report evaluates the effectiveness of currently available programs, focusing on programs that have been assessed for energy savings. This report focuses on behavior change programs that primarily rely on social-science-based strategies instead of traditional approaches such as incentives, rebates, pricing, or legal and policy strategies. The objective is to help program administrators choose effective behavior change programs for their specific purposes.

Author: American Council for an Energy-Efficient Economy
Publication Date: 2016

Utilities and regulators increasingly rely on behavior change programs as essential parts of their demand side management (DSM) portfolios. This report evaluates the effectiveness of currently available programs, focusing on programs that have been assessed for energy savings. This report focuses on behavior change programs that primarily rely on social-science-based strategies instead of traditional approaches such as incentives, rebates, pricing, or legal and policy strategies. The objective is to help program administrators choose effective behavior change programs for their specific purposes.

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

This summary from a Better Buildings Residential Network peer exchange call focused on changing homeowner behaviors to reduce energy demands. It featured speakers from City of Fort Collins Utilities,  American Council for an Energy-Efficient Economy, and the Rocky Mountain Institute.

Author: California Central Coast Regional Energy Network
Publication Date: 2016

This business plan outlines California Central Coast Regional Energy Network's (3C-REN) core design elements - the crucial component of a phased implementation approach to overcome potential barriers, forecasted budget requirements - and shows how measuring success with a comprehensive set of metrics and tools will lead to the anticipated program improvement outcomes and market transformation goals.

Author: Institute for Market Transformation
Publication Date: 2016

This report explores how governments and energy efficiency implementers could help stakeholders better analyze and act upon building performance data to unlock savings.

Publication Date: 2016

Behavioral change programs are not necessarily a separate category of efficiency efforts; rather, behavioral approaches can be effectively integrated into all programs in residential, commercial, or industrial settings. As increased connectivity within homes and businesses expands opportunities to provide energy information, the role of behavior will likely become even more prominent. Consortium for Energy Efficiency, Inc. (CEE) provides this webpage dedicated to behavior change resources.

Author: Opinion Dynamics Corporation
Publication Date: 2016

This presentation covers Home Energy Reports (HER), a behavior change strategy, and conducting multilevel modeling to garner insights into which consumers drive energy savings.

Author: RTI International
Publication Date: 2016

This publication explores the behavioral factors behind individual homeowners' use of energy, and what might change those behaviors. The chapters cover: (1) Leverage Points for Achieving Sustainable Consumption in Homeowner Energy Use; (2) Evaluating the Theoretical Justification for Tailored Energy Interventions; (3) Quantifying the Value of Home Energy Improvements; (4) Considering the Effect of Incorporating Home Energy Performance Ratings Into Real Estate Listings; (5) Energy Efficiency 101: Improving Energy Knowledge in Neighborhoods; (6) Enhancing Home Energy Efficiency Through Natural Hazard Risk Reduction: Linking Climate Change Mitigation and Adaptation in the Home; (7) Leveraging the Employer-Employee Relationship to Reduce Greenhouse Gas Emissions at the Residential Level; and (8) Increasing the Effectiveness of Residential Energy Efficiency Programs.

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

Energy efficiency programs can communicate with jargon and technical terminology, which puts off homeowners. However, marketing best practices suggest wording based on improved consumer experience is more effective. This presentation covers seven proven communications strategies for causing behavior change.

Author: Northeast Energy Efficiency Partnerships, Inc.
Publication Date: 2016

Residential air-source heat pumps (ASHP) are a heating and air-conditioning technology that use electricity to provide a combination of space heating and cooling to homes. A new generation of ASHPs has come to market over the past five years. This report evaluates the key market barriers as well as potential opportunities to leverage. Based on an assessment of the regional ASHP market, it is clear that while ASHPs have established a viable and growing market, there remains a significant opportunity to further accelerate adoption of the technology and in the process achieve energy and cost savings to the Northeast and Mid-Atlantic region.

Setting Baselines for Planning and Evaluation of Efficiency Programs
Author: Robert G. Ozar, Michigan Public Service Commission; Carmen Best, California Public Utilities Commission; Jeff Harris, Northwest Energy Efficiency Alliance
Publication Date: 2016
Presentation, Media

The key challenge with quantifying savings from end-use efficiency activities is the identification of an accurate baseline from which to determine the savings. Regardless of the protocol or procedure applied, all savings values are determined by estimating likely energy use in the absence of the program or project (the “counterfactual” scenario, or baseline). This webcast provides an introduction to considerations and common practices for defining baselines, the relationship between baselines and savings attribution, and examples of how different jurisdictions are addressing market baseline studies, setting baselines for retrofit measures, and market transformation program baselines.

Author: Northeast Energy Efficiency Partnerships, Inc.
Publication Date: 2016

Home energy management systems (HEMS) continue to present a unique opportunity and challenge. While energy savings have been documented for many HEMS, some of the most promising opportunities from these devices and systems can be found in the internet of things (IoT) and smart home technologies. This report presents market updates, a regional goal, and strategies to drive market transformation and achieve the many benefits from HEMS and the Smart Energy Home.

Author: American Council for an Energy-Efficient Economy
Publication Date: 2016

This report explains the psychology of individual energy efficiency actions, and how large scale behavior change programs can use this research to reduce greenhouse gas emissions.

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

This presentation provides a broad overview of programmatic strategies to change behavior as a means to drive greater energy efficiency savings. Lessons learned, best practices, and examples are presented related to topics such as coordinated outreach across program partners and key product categories, as well as community based social marketing (CBSM).

Author: U.S. Environmental Protection Agency
Publication Date: 2015

This series of 19 tip sheets is based on the experience and expertise of EPA’s Climate Showcase Communities. The tip sheets cover a wide range of topics, such as marketing and communications (effective messaging, traditional media strategies, community-based social marketing, and testimonial videos) and working with specific types of stakeholders (institutional partners, contractors, experts, utilities, early adopters, volunteers).

Author: U.S. Environmental Protection Agency
Publication Date: 2015

This tip sheet was inspired by the experiences and expertise of EPA’s Climate Showcase Communities (CSCs). It focuses on community-based social marketing and highlights best practices and helpful resources and recommended resources for other communities interested in pursuing similar projects.

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

This summary from a Better Buildings Residential Network peer exchange call focused on fostering behavior change in the energy efficiency market.

Author: Institute for Market Transformation
Publication Date: 2015

This case study includes a baseline assessment of "green fields" that highlight the green and energy-efficient aspects of homes in the MLS and the market for high-performance homes (HPHs) in the District of Columbia. The report also sets the stage for the upcoming release of additional green fields in the Metropolitan Regional Information System (MRIS), the local MLS in the Washington metropolitan region.

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

Residential multi-family properties represent not only a significant share of the housing stock in the Northeast and Mid-Atlantic region, but a significant opportunity to capture energy efficiency savings through cost-effective retrofit measures. The nature of the multi-family housing stock Ð and, in particular, the small multi-family sector Ð creates a unique set of challenges. This overview page outlines the market barriers and challenges faced by small multi-family properties and offers recommendations for policymakers and other stakeholders to make the multi-family sector a key outreach sector target, both in terms of policies and program strategies.

Author: Institute for Market Transformation
Publication Date: 2015

Homebuyers are not only increasingly interested in high-performance homes, or homes incorporating green features, but they are also willing to pay more for them. This report finds that high-performance homes marketed with green features (such as a solar photovoltaic array or LEED certification) sell for a mean premium of 3.46 percent compared to homes without green features.

Community-Based Social Marketing
Author: State and Local Energy Efficiency Action Network
Publication Date: 2014
Presentation 1Presentation 2Presentation 3

This webcast provides an overview of community-based social marketing and provides examples from programs that have used it.

Communicate program results to contractor partners and workforce development stakeholders.

Establish objectives, targets, and timeframes for your program to support local contractors and the type and quality of service they provide to help meet your program’s goals.

Demonstrating Success and Sustaining Impact
Author: Kelly Lucci, Vermont Energy Investment Corporation
Publication Date: 2014
Presentation, Media

This webcast is part of a three-part series on communications strategies and methods. It focuses on how communities can effectively showcase the benefits and successes of a clean energy initiative to ensure additional funding opportunities, continued engagement, and sustained behavior change.

Identify the right questions to ask, appropriate metrics to collect, and the processes needed to initiate third-party impact and process evaluations.

Communicate the results of your financing activities to internal and external partners.

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

This summary from a Better Buildings Residential Network peer exchange call focused on how programs use behavior change strategies to reduce energy use.

Author: TecMarket Works
Publication Date: 2014

This evaluation plan for the New Hampshire Public Utilities Commission includes a market assessment framework which includes indicators of progress toward market transformation; evaluation recommendations for the 2015-2016 program implementation period; and a 6-year evaluation plan for each program or customer sector.

Improve your program’s efficiency and effectiveness through regular information collection, assessment, decision-making, adaptation, and communication.

Develop a strategy for communicating program impacts and benefits to key audiences to create and sustain support and engagement.

Establish relationships with organizations that can help deliver your program by enhancing your knowledge, resources, capabilities and access to customers and contractors.

Solidify your program strategy and decide which customers you will focus on; what products, services, and support you will provide; and how you will partner with contractors and others to deliver services to your customers.

Learn about the capabilities and services of existing contractors and training providers working in your market.

Develop evidence-based insights into your program’s performance through third-party process and impact evaluations. Learn how to develop effective data collection strategies and timely evaluations to identify important program achievements as well as opportunities for making program improvements.

Determine if enhancements to existing financing products or the development of new products are necessary to allow you to achieve your goals and objectives.

Author: University of North Carolina Center for Community Capital - Institute for Market Transformation
Publication Date: 2013

Study examining actual loan performance data to assess whether residential energy efficiency is associated with lower default and prepayment risks. Results show that default risks are on average 32 percent lower in energy-efficient homes, controlling for other loan determinants.

Author: Institute for Market Transformation
Publication Date: 2013

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

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

Over the past 30 years, program administrators have concentrated on investment behavior change -- that is getting their customers to install things like insulation and lighting systems using various behavior change tools such as marketing, education, rebates, and technical assistance to support the investment behavior change. Today, as program administrators move to expand the range of behavior change strategies in their portfolios, it is often difficult to know where to begin. The New York State Energy Research and Development Authority (NYSERDA) began by detailing the range of behavior change strategies and identifying strategic opportunities.

Author: New York State Energy Research and Development Authority (NYSERDA); Research Into Action, Inc.
Publication Date: 2013

This report from the New York State Energy Research and Development Authority (NYSERDA) details the range of behavior change strategies in the existing portfolio and identifies strategic opportunities in the area of behavior change.

Survey existing and potential demand for energy efficiency products and services based on an understanding of policies, housing and energy characteristics, demographics, related initiatives and other market actors.

Establish or update your organizational mission, vision, and goals to encompass energy efficiency programs.

Identify and prioritize potential target audiences based on their likely receptivity to your program's services.

Implement marketing and outreach activities in coordination with other program components to generate demand for your program's services.

Develop a marketing and outreach plan that details your strategies and tactics, workflows and timelines, staff roles and responsibilities, and budget.

Establish relationships with organizations that will assist with program marketing and outreach.

Decide on priority target audience segments, messages, and incentives that will motivate customers.

Spur consumer demand for your program's services by understanding your target audience and motivating them to act using effective messaging, marketing and outreach tactics, and attractive program offers.

Author: Patrick Roche, Conservation Services Group
Publication Date: 2012

Presentation describing how Conservation Services Group uses data to monitor market transformation and for internal QA/QC purposes.

Author: Institute for Market Transformation
Publication Date: 2012

This report is intended to serve as a guide for policymakers and multifamily stakeholders on benchmarking and disclosure rules and regulations. It provides an introduction to the multifamily housing sector, followed by a thorough review of existing benchmarking and disclosure policies and an assessment of continuing policy challenges and opportunities.

Author: 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: 2012

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: Jane Bugbee, The United Illuminating Company
Publication Date: 2012

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.

Author: American Council for an Energy-Efficient Economy
Publication Date: 2012

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.

Author: Melissa Glickman, Boulder County, Colorado (now EnergySmart)
Publication Date: 2012

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

Author: Betsy Kleinfelder, The Sustainability Institute
Publication Date: 2012

As part of its "intentional learning" process, Charleston WISE collects information from homeowners that helps the program systematically test assumptions and implement continuous improvement.

Author: Bonneville Power Administration
Publication Date: 2011

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: RePower Bainbridge
Publication Date: 2011

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: Kira Ashby, Consortium for Energy Efficiency; Monica Nevius, New York State Energy Research and Development Authority; Bruce Ceniceros, Sacramento Municipal Utility District
Publication Date: 2010

This paper describes a wide variety of behavior change insights potentially applicable to the energy efficiency program context, provides examples of efficiency programs that have applied these insights, and explores some untapped opportunities to achieve energy savings through behavior change.

Author: University of British Columbia
Publication Date: 2007

Research traditions across the social sciences have explored the drivers of individual behavior change and proposed different models of decision making. In this paper, four diverse perspectives are reviewed: conventional and behavioral economics, technology adoption theory and attitude-based decision making, social and environmental psychology, and sociology. This paper concludes with how to develop a more integrated approach to both behavioral change research and intervention design in a residential energy context.

Author: McKenzie-Mohr & Associates, Inc.
Publication Date: 2006

This website provides resources for those working to foster sustainable behaviors. Users can access to the book, Fostering Sustainable Behavior; search databases of articles, case studies, and turnkey strategies; and participate in discussion forums.

Some residential energy efficiency programs seek to raise credibility with their target audience, so they turn to “social modeling” techniques with satisfied customers. Social modeling is the process by which program participants demonstrate or indicate that they personally engage in a desired behavior. Using this approach, successful residential energy efficiency programs have found that encouraging word-of-mouth outreach by satisfied customers can help attract more homeowners to...