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Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Efficiency Vermont

In this video interview segment, Emily Levin of Vermont Energy Investment Corporation shares the importance of market research.

Author(s)
U.S. Department of Energy
Publication Date
This audience brainstorming and categorization worksheet assists programs in determining their target audiences and which audiences to prioritize.
Author(s)
U.S. Department of Energy
Publication Date
This example guide was originally designed for grantees participating in U.S. DOE's Better Buildings program from 2010 - 2014 to ensure uniform, easily recognizable national identity of the Better Buildings brand. Pages 5-9 provide useful guidance for crafting messages. It also provides messaging examples.
Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
BetterBuildings for Michigan,
CharlestonWISE,
Enhabit,
Community Power Works,
Connecticut Neighbor to Neighbor Energy Challenge,
Efficiency Maine,
emPowerSBC,
Energize Bedford,
Energize Phoenix,
EnergySmart Colorado,
Energy Upgrade California,
EnergyWorks,
Greater Cincinnati Energy Alliance (GCEA),
Green Madison,
BetterBuildings Lowell Energy Upgrade,
Milwaukee Energy Efficiency (Me2),
Missouri Agricultural Energy Saving Team - A Revolutionary Opportunity (MAESTRO),
NeighborWorks H.E.A.T. Squad,
New Hampshire BetterBuildings,
New York State Energy Research and Development Authority (NYSERDA),
reEnergize,
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton

This presentation includes the brands, website addresses, and images for most of the Better Buildings Neighborhood Program partners.

Author(s)
BetterBuildings for Michigan
Publication Date
Organizations or Programs
BetterBuildings for Michigan

These BetterBuildings for Michigan mailers show satisfied program customers claiming they have the power to make changes and bring results by increasing the efficiency of their homes.

Build Your Better Buildings Brand

Author(s)
U.S. Department of Energy
Publication Date
This webcast discusses how to build the national Better Buildings brand into your program's marketing/branding to enhance public communications and outreach efforts.
Author(s)
Booz and Company
Publication Date
Organizations or Programs
Energy Impact Illinois
This presentation provides the results of a 1,600-person survey of mid- to high-income households conducted by Energy Impact Illinois (EI2) to gauge attitudes toward home improvements and energy efficiency upgrades.
Author(s)
Environmental Finance Center at The University of North Carolina at Chapel Hill
Publication Date
Organizations or Programs
BetterBuildings for Greensboro
This market assessment for the City of Greensboro, North Carolina identifies the customers and potential demand for an energy efficiency upgrade financing program.
Author(s)
U.S. Environmental Protection Agency
Publication Date
Organizations or Programs
Austin Energy,
Bridgeport Housing Authority Energy Efficiency,
City of Pendleton,
OR,
Enhabit,
ClimateSmart Initiative,
Colorado ENERGY STAR Homes,
Connecticut Solar Lease,
Keystone Home Energy Loan Program (HELP),
Long Island Green Homes,
Montana Alternative Energy Revolving Loan Program,
Palm Desert Energy Independence Program,
Sonoma County Energy Independence Program,
Sustainable Connections: Energy Challenge,
Texas LoanSTAR

This U.S. Environmental Protection Agency resource is intended to help state and local governments design finance programs for their jurisdiction. It describes financing program options, key components of these programs, and factors to consider as they make decisions about getting started or updating their programs.

Author(s)
Marlowe Kulley, Portland Bureau of Planning & Sustainability
Publication Date
This presentation is a tour of the project evaluation and data collection system that Clean Energy Works Portland uses to survey its participating residents.
Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Milwaukee Energy Efficiency (Me2)

This peer exchange call summary focused on a general overview and implementation plan of the PACE program.

Communicating Success: Measuring Improvements, Sharing Results

Author(s)
U.S. Department of Energy
Publication Date
This webcast teaches attendees how to leverage program results to promote energy efficiency campaigns.

Community Development Finance Institutions: Opportunities for Partnerships with Energy Efficiency Programs

Author(s)
U.S. Department of Energy
Publication Date
This webcast highlights opportunities for community development finance institutions to partner with energy efficiency programs.
Author(s)
Kerry O'Neill, Connecticut Neighbor to Neighbor Energy Challenge
Publication Date
Organizations or Programs
Connecticut Neighbor to Neighbor Energy Challenge

This presentation shares how the Neighbor to Neighbor Energy Challenge collected and evaluated data and used the results to improve its program.

Author(s)
Connecticut Neighbor to Neighbor Energy Challenge
Publication Date
Organizations or Programs
Connecticut Neighbor to Neighbor Energy Challenge
Short survey for Connecticut's Neighbor to Neighbor Energy Challenge workshop participants. The workshop allowed the program to share its energy efficiency offerings with homeowners.
Author(s)
U.S. Department of Energy
Publication Date
One-page template to use when developing a partnership agreement between an energy efficiency upgrade program and another organization.
Author(s)
U.S. Department of Energy
Publication Date
This worksheet can help key program and marketing staff collaborate to develop a brand platform.
Author(s)
State and Local Energy Efficiency Action Network
Publication Date

This document provides an overview of how state policymakers, utilities, and regulators can overcome barriers to deploying customer energy information and feedback strategies.

Author(s)
Lawrence Berkeley National Laboratory
Publication Date

This report provides state and local policymakers with information on successful approaches to the design and implementation of residential efficiency programs for households ineligible for low-income programs.

Author(s)
Dimitrios Laloudakis, Energize Phoenix
Publication Date
Organizations or Programs
Energize Phoenix
This presentation outlines the techniques for collecting and evaluating energy efficiency program evaluation data, including data related to marketing efforts.
Author(s)
American Council for an Energy-Efficient Economy
Publication Date
This report examines the different types of financiers and their specific strengths, weaknesses, and areas of focus. Specifically, the paper addresses the different types of financing partnerships in the marketplace and offers a guide to their individual interests, risk tolerances, and place in the financial services industry.
Author(s)
Southwest Energy Efficiency Project
Publication Date
Organizations or Programs
Arizona Public Service (APS),
Enhabit,
Georgia How$mart,
Hawaiian Electric Company,
Kansas How$mart,
How$martKY,
Mass Save,
Public Service of New Hampshire,
Rural Energy Savings Program,
Sempra Energy Utilities,
United Illuminating

This report describes different approaches to energy efficiency finance taken by utilities.

Author(s)
Energy Upgrade California
Publication Date
Organizations or Programs
Energy Upgrade California
Survey form used by Energy Upgrade California to assess open house tour attendee interest in obtaining further information about upgrade opportunities.
Author(s)
Energy Upgrade California
Publication Date
Organizations or Programs
Energy Upgrade California
This Los Angeles County, California, presentation shares how to build broad, positive awareness of and support for programs; gain the tools and resources to align and coordinate marketing efforts; and increase flexibility and responsiveness in messaging and scope.
Author(s)
EnergyWorks KC
Publication Date
Organizations or Programs
EnergyWorks Kansas City

This marketing plan from EnergyWorks Kansas City includes a strategic focus for the program's outreach activities, as well as three core marketing objectives Kansas City set out to meet.

Engaging Financial Institution Partners

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Community Energy Challenge,
Michigan Saves
This webcast provides guidance about the financial stakeholder engagement process and offers lessons from the field.
Author(s)
U.S. Department of Energy
Publication Date

This sample phone survey template for program drop-outs, created by the Better Buildings Neighborhood Program, was designed for programs to find out why applicants that applied to participate in a program ultimately dropped out.

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

This sample phone survey template, created by the Better Buildings Neighborhood Program, was designed for programs to use with applicants who have been screened out from participating in a program.

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

This sample email survey template, created by the Better Buildings Neighborhood Program, was designed for programs to develop their own survey of successful program participants in order to assess customer experience.

Exploring Power Purchase Agreements: The Basics, Part 1

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Salt Lake County's Energy Smart Loan Program,
Talbot County Project Sunburst
This webcast provides basic information about power purchase agreements.
Author(s)
U.S. Department of Energy
Publication Date

This peer exchange call summary focused on establishing the strategies, challenges and key topics related to financing for future peer exchange calls.

Financial Program Management for Continuous Improvement

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
EnergySmart Colorado,
emPowerSBC
This webcast discussed financial program management.
Author(s)
U.S. Department of Energy
Publication Date
An Excel-based example of a financing program model.
Author(s)
U.S. Department of Energy
Publication Date

An Excel-based example of a financing program model.

Financing Programs: RFP & Contract Terms and Conditions

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
SustainableWorks,
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton,
Milwaukee Energy Efficiency (Me2),
City of San Diego Residential Energy Efficiency Loan Program

This webcast discusses financing program RFPs and contract terms and conditions.

Author(s)
State and Local Energy Efficiency Action Network
Publication Date

Provides a framework for designing a financial program that accounts for market needs and barriers to success.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Enhabit,
EnergySmart Colorado

Clean Energy Works Oregon's (now Enhabit's) experience implementing an on-bill financing program.

Furthering Your Local Governments' Energy Efficiency Goals: Part 1 - Getting Support From Local Leaders

Author(s)
Chuck Clinton, National Association of State Energy Officials,
Jay Fisette, Arlington County, Virginia,
Michael Yambrach, Washington, D.C.,
Kaci Radcliffe, Skagit County, Washington,
Jennifer Clymer, ICF International
Publication Date

This webcast shares useful and effective strategies for getting local leaders to support local government's energy efficiency goals.

Author(s)
Indianapolis Neighborhood Housing Partnership
Publication Date
Organizations or Programs
Better Buildings Near Eastside Neighborhood Sweeps Program
This presentation shares the broad outreach efforts in Indianapolis.

How to Design and Market Energy Efficiency Programs to Specific Neighborhoods

Author(s)
Michelle Leigh, County of Volusia, Florida,
Andrea Petzel, City of Seattle, Washington,
Lilah Glick, Greater Cincinnati Energy Alliance
Publication Date
Organizations or Programs
Community Power Works,
Volusia County,
FL,
Greater Cincinnati Energy Alliance (GCEA)

This webcast offers information on successful marketing strategies, as well as design considerations and market research insights for creating and marketing successful projects in specific neighborhoods.

Author(s)
Jane Peters, Research Into Action, Inc.
Publication Date

This presentation describes steps programs can take to obtain useful feedback from customers regarding their programs.

How to Work with the Media

Author(s)
U.S. Department of Energy
Publication Date
This webcast offers a preview of tools and proven techniques to work with local media to increase program visibility. The webcast also features a discussion where participants shared what is working with their program's media efforts.
Author(s)
State and Local Energy Efficiency Action Network
Publication Date

This report provides data from nationwide utility customer satisfaction surveys and two case studies to encourage utilities to offer high-quality energy efficiency programs and services for their customers.

Leveraging Partnerships with Faith-Based Organizations

Author(s)
Rev. Fletcher Harper, GreenFaith,
Paul C. Raver, Jr., Green Market Solutions,
Alexis Chase, Georgia Interfaith Power & Light
Publication Date
Organizations or Programs
Georgia Interfaith Power & Light's Power Wise,
GreenFaith,
Maryland Home Performance with ENERGY STAR,
New Jersey Home Performance with ENERGY STAR,
PSE&G Whole House Energy Efficiency Program
This webcast explores how faith-based organizations and their partners have used energy efficiency as an organizing motivator to upgrade the institutional building and then members' homes.
Author(s)
Energy Upgrade California
Publication Date
Organizations or Programs
Energy Upgrade California
Example loan loss reserve fund agreement.
Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
EnergyWorks
Outlines Philadelphia's EnergyWorks program's use of low-interest loans to incentivize homeowners by tying the interest rate to the number of energy efficiency measures incorporated into the home.

Managing Financing Programs: Spreadsheet Models

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Montana Alternative Energy Revolving Loan Program,
Texas LoanSTAR
This webcast provides an overview of spreadsheet models available to help manage financing programs.
Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Mass Save
This case study features a Massachusetts-based program that used an SUV-mounted thermal imaging camera to evaluate thermal leakage from homes.
Author(s)
U.S. Department of Energy
Publication Date

The U.S. Department of Energy's Message Map and Value Proposition Worksheet is designed to help programs determine the key messages to best communicate to priority audiences.

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

This peer exchange call summary focused on messaging and delivery strategies of those messages to low-income program participants. 

Author(s)
ENERGY STAR
Publication Date

This document provides a tutorial of MY ENERGY STAR Account (MESA).  MESA is a Web portal that houses program marks for ENERGY STAR Sponsors and contractors as well as various marketing pieces.

Author(s)
Jeff Hughes, Environmental Finance Center at The University of North Carolina at Chapel Hill
Publication Date

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

Author(s)
City of Omaha, Nebraska
Publication Date
Organizations or Programs
reEnergize
An overview of program design, achievements, and lessons learned for the reEnergize program in Omaha.
Author(s)
Environmental Finance Center at The University of North Carolina at Chapel Hill
Publication Date
Organizations or Programs
EnergySmart,
Keystone Home Energy Loan Program (HELP),
Manitoba Hydro Power Smart Residential Loan Program,
Michigan Saves,
New York State Energy Research and Development Authority (NYSERDA),
Tennessee Valley Authority (TVA)

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(s)
Oak Ridge National Laboratory
Publication Date
Organizations or Programs
Cambridge Energy Alliance,
Greater Cincinnati Energy Alliance (GCEA),
Neighborhood Energy Action Partnership,
WeatherizeDC
This report shares strategies for marketing local energy efficiency programs, particularly through focused messaging, leveraging partnerships, and social media.
Author(s)
Paul Cillo, Energy Efficiency Institute, Inc.
Publication Date
Organizations or Programs
Stratford,
NH,
Public Service of New Hampshire,
Kansas How$mart,
Hawaiian Electric Company

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(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Local Energy Alliance Program (LEAP)

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

Author(s)
EnergySmart Colorado
Publication Date
Organizations or Programs
EnergySmart Colorado
Example of a program design flowchart showing key steps and relationships for the energy efficiency program in Eagle County, Colorado.
Author(s)
U.S. Department of Energy
Publication Date
This document provides a menu of initial questions for a program administrator or implementer to build on and use in developing a real-time evaluation survey to collect qualitative data from program participants.
Author(s)
Chris Lohmann, U.S. Department of Energy
Publication Date
Organizations or Programs
emPowerSBC,
EnergySmart Colorado

Presentation providing an overview of financing programs, a strategy for continuous improvement, tools for program management, a risk management strategy, and common risks associated with financing programs.

Author(s)
EnergySmart
Publication Date
Organizations or Programs
EnergySmart Colorado

Example of an implementation plan developed by EnergySmart Colorado at the beginning of the implementation of its Better Buildings Neighborhood Program.

Author(s)
Dan Curry, BetterBuildings for Greensboro
Publication Date
Organizations or Programs
BetterBuildings for Greensboro

This presentation provides an overview of the lending RFP issued by the city of Greensboro's Better Buildings Program, including a description of the roles and responsibilities for the city and its financial partners.

Author(s)
Oak Ridge National Laboratory
Publication Date

The Residential Retrofit Program Design Guide focuses on the key elements and design characteristics of building and maintaining a successful residential energy upgrade program. The material is presented as a guide for program design and planning from start to finish, laid out in chronological order of program development.

Author(s)
State and Local Energy Efficiency Action Network
Publication Date
This report lays out a national vision for overcoming many of the barriers to comprehensive home energy improvements. The authors review a range of energy efficiency policies and programs, then analyze three funding and policy scenarios to gauge their long-term impacts on the market for home energy upgrades.
Author(s)
State and Local Energy Efficiency Action Network
Publication Date

This report helps policymakers understand how electric and natural gas utilities can achieve greater efficiency by establishing numeric energy savings targets and goals for energy efficiency programs.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
EnergySmart Colorado

This presentation provides a list of resources and tips for running a social media campaign.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Austin Energy
This case study discusses strategies that Austin Energy, a municipally owned utility, used to collaborate closely with building contractors to launch a new Best Offer Ever promotion quickly and effectively.
Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Enhabit

This case study discusses the strategies Clean Energy Works Oregon's (now Enhabit's) used to actively engage contractors to make the program successful (e.g., balancing contractors' work priorities, enforcing quality standards).

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
NeighborWorks H.E.A.T. Squad
Building on its understanding of homeowners in Rutland County, Vermont, NeighborWorks of Western Vermont (NWWVT) enlisted respected local citizens and organizations to spread the word about home energy efficiency upgrade opportunities, an effort that helped drive demand for nearly 200 home upgrades in just six months
Author(s)
Environmental Finance Center at The University of North Carolina at Chapel Hill
Publication Date
Organizations or Programs
St. Louis County SAVES
This market assessment for the St. Louis Residential Energy Efficiency Loan Program identifies the customers and potential demand for an energy efficiency upgrade financing program.
Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Energy Upgrade California

This peer exchange call summary focused on developing rebate/incentive programs to generate a demand for sustainable programs and products.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Energy Upgrade California

This peer exchange call summary focused on different tenant and resident education programs and how to make them complement larger programs.

Author(s)
World Resources Institute
Publication Date
Organizations or Programs
ClimateSmart Initiative,
Efficiency Vermont,
Sonoma County Energy Independence Program

Outlines five public-private financing mechanism options for energy efficiency upgrades programs, including on-bill financing, PACE financing, and loan loss reserve funds.

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

Through its target audience research, Rutland, Vermont's NeighborWorks H.E.A.T. Squad learned that neighbors are the most trusted messengers of energy efficiency upgrade information, rather than governments or utilities.

Author(s)
RePower Bainbridge
Publication Date
Organizations or Programs
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton
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(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Cambridge Energy Alliance,
Energize Clackamas County,
Green Homes Challenge
This webinar presented ways various programs use social media tools to enhance and promote their energy programs among their communities.
Author(s)
U.S. Environmental Protection Agency
Publication Date

This ENERGY STAR presentation provides an overview of the power of social media to promote energy efficiency with programmatic examples offered by expert presenters.

Author(s)
Energy Impact Illinois
Publication Date
Organizations or Programs
Energy Impact Illinois
These award winning videos show the benefits of residential energy efficiency.
Author(s)
American Council for an Energy-Efficient Economy
Publication Date
Organizations or Programs
Sacramento Municipal Utility District (SMUD),
Enhabit

This report presents results, recommendations, and case studies of energy efficiency financing programs.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Enhabit,
Austin Energy

This peer exchange call summary focused on available program interest rates and how to lower those rates.

Workforce Development and Sales Training for Energy Efficiency Contractors

Author(s)
Elizabeth Stuart, Lawrence Berkeley National Laboratory
Publication Date
Organizations or Programs
Efficiency Maine,
Efficiency Vermont
This webcast reports on the energy efficiency services sector workforce size, expectations for growth, and training needs and features a case studies from Efficiency Vermont and Efficiency Maine.