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Author: State and Local Energy Efficiency Action Network
Publication Date: 2015

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.

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

The Better Buildings Residential Network Designing Incentives Toolkit can help residential energy efficiency programs design incentives that motivate potential customers to act by lowering the risk, decreasing the cost, or offering additional benefits with home energy upgrades. This toolkit provides easy access to various case studies, presentations, and tips related to incentive design.

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

This summary from a Better Buildings Residential Network peer exchange call focused on types of incentives.

Author: U.S. Environmental Protection Agency
Publication Date: 2014

The Database for Incentives and Joint Marketing Exchange (DIME) is an online, searchable tool to help manufacturers and retailers identify incentive and marketing opportunities for promoting ENERGY STAR certified products, and to enable all partners to coordinate with the appropriate contact from other partner organizations on promotional opportunities.

Author: U.S. Department of Energy; North Carolina Solar Center
Publication Date: 2014

This database provides comprehensive information on state, federal, local, and utility incentives and policies that are in place to support renewable energy and energy efficiency.

Monitor the effectiveness of marketing and outreach strategies and adapt as needed.

Author: American Council for an Energy-Efficient Economy
Publication Date: 2013

This report is the first comparative analysis of utility-run behavior programs. It lays the groundwork for further program development by developing a classification scheme, or taxonomy, that sorts programs into discrete categories. This study counted 281 such programs, many with multiple iterations, offered by 114 energy providers and third parties between 2008 and 2013. After sorting programs by distinguishing features such as delivery channel and incentive type, the study arrived at 20 major program categories grouped in three large families: Cognition Programs, Calculus Programs, and Social Interaction Programs.

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

Communicate marketing and outreach results internally and to partners.

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

Develop a plan and metrics to evaluate the effectiveness of your marketing and outreach strategies. 

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

Create your program's branding guidelines and materials to elevate program visibility and support your marketing and outreach efforts.

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

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

Author: Megan Billingsley, Lawrence Berkeley National Laboratory
Publication Date: 2012

This presentation provides lessons to ensure effective incentive structures.

Author: Efficiency Maine
Publication Date: 2012

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.

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

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.

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

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.

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

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.

Author: Jonathan Doochin, U.S. Green Data Inc.
Publication Date: 2012

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.

Author: National Action Plan for Energy Efficiency
Publication Date: 2010

This report summarizes the approaches used by energy efficiency program administrators when assessing the range of financial and other incentives to be used in energy efficiency programs.

Designing Effective Incentives to Drive Residential Retrofit Program Participation
Author: U.S. Department of Energy
Publication Date: 2010
Presentation, Media, Transcript

This webcast covers information about designing effective incentives to drive residential retrofit program participation.

Author: National Action Plan for Energy Efficiency
Publication Date: 2009

This report summarizes the issues and approaches involved in motivating customers to reduce the total energy they consume through energy prices and rate design.

Author: National Action Plan for Energy Efficiency
Publication Date: 2007

This report describes the effects of utility spending on efficiency programs, how those effects could constitute barriers to investment in energy efficiency, and how policy mechanisms can reduce these barriers.

Author: U.S. Department of Energy

This summary from a Better Buildings Residential Network peer exchange call focused on working with multifamily and rental properties on energy efficiency programs. It features speakers from  American Council for an Energy-Efficient Economy, Community Housing Partners, and Northeast Energy Efficiency Partnerships.