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Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Connecticut Neighbor to Neighbor Energy Challenge
A list of tips from Connecticut's Neighbor to Neighbor Energy Challenge for working with utilities to access energy usage data.
Author(s)
Kellie Stickney, SustainableWorks
Publication Date
Organizations or Programs
SustainableWorks
Presentation on the SustainableWorks non-profit general contractor model for supporting energy upgrades in Washington state and lessons learned for implementing a whole house approach.
Author(s)
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
Organizations or Programs
National Grid,
Southern California Edison,
Puget Sound Energy,
Sacramento Municipal Utility District (SMUD),
Commonwealth Edison Company (ComED)

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(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Greater Cincinnati Energy Alliance (GCEA)

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.

Author(s)
Will Baker, Midwest Energy Efficiency Alliance
Publication Date
Organizations or Programs
Illinois Home Performance with Energy Star
This presentation describes the Illinois Home Performance program and marketing strategy lessons learned.
Author(s)
Efficiency Maine
Publication Date
Organizations or Programs
Efficiency Maine
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(s)
Frank Rapley, Tennessee Valley Authority
Publication Date
This presentation describes the Kentucky Home Performance program and lessons learned on testing innovative approaches to engaging consumers.

Keeping Up With Your Audience, So They Keep Up With Your Program

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Efficiency Maine,
U.S. Department of Housing and Urban Development (HUD) PowerSaver
This webcast discussed how market research can help spur demand for home energy efficiency programs.
Author(s)
U.S. Department of Energy
Publication Date

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.

Author(s)
Emily Levin, Efficiency Vermont
Publication Date
Organizations or Programs
Efficiency Vermont
Presentation that shares Marketing & Outreach lessons learned from Vermont.
Author(s)
Elise Avers, Massachusetts Department of Energy Resources
Publication Date
Organizations or Programs
Mass Save
Presentation that describes the successful elements of the Massachusetts HEAT loan program, including how it is funded and who is eligible.
Author(s)
Mass Save
Publication Date
Organizations or Programs
Mass Save
A comparative list of lenders participating in the Mass Save HEAT Loan Program and the terms and conditions of the loans that they offer.
Author(s)
Clean Water Fund
Publication Date
Organizations or Programs
Connecticut Neighbor to Neighbor Energy Challenge
This presentation describes Connecticut Neighbor to Neighbor Energy Challenge program and lessons learned on community engagement as a driver of demand.
Author(s)
One Change
Publication Date
This presentation describes One Change's program and lessons learned about designing custom messages for specific markets.
Author(s)
Pacific Gas & Electric (PG&E)
Publication Date

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

Author(s)
Climate Solutions
Publication Date

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.

Author(s)
American Council for an Energy-Efficient Economy
Publication Date
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(s)
Chris Kramer, Energy Futures Group
Publication Date
Organizations or Programs
Enhabit,
Southern California Gas (SoCalGas),
Keystone Home Energy Loan Program (HELP),
Minnesota Center for Energy and Environment,
New York State Energy Research and Development Authority (NYSERDA),
Energize Delaware

Presentation on the key programmatic elements of financing initiatives.

Author(s)
Lawrence Berkeley National Laboratory
Publication Date
Organizations or Programs
Camden POWER - A Better Buildings Initiative,
Wisconsin Energy Conservation Corporation (WECC),
Better Buildings Near Eastside Neighborhood Sweeps Program,
Home Energy Affordability Loan (HEAL),
Keystone Home Energy Loan Program (HELP),
Midwest Energy,
New York State Energy Research and Development Authority (NYSERDA),
Opportunity Council,
Wyoming Energy Savers
This policy brief describes the energy efficiency financing options programs can use to help financial institutions make energy upgrades affordable and accessible to homeowners.
Author(s)
Chuck Wilson, Small Town Energy Program
Publication Date
Organizations or Programs
Small Town Energy Program (STEP)
This presentation describes STEP-UP Maryland's program and lessons learned about designing custom messages for specific markets.
Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Efficiency Maine
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(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
BetterBuildings for Michigan

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(s)
Jonathan Doochin, U.S. Green Data Inc.
Publication Date

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(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)
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.

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.
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)
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)
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)
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.

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.

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.

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.

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)
Energy Upgrade California
Publication Date
Organizations or Programs
Energy Upgrade California
Example loan loss reserve fund agreement.

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)
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)
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)
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)
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)
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)
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 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)
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)
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.

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.
Author(s)
Austin Energy
Publication Date
Organizations or Programs
Austin Energy
A project planning timetable template from Austin Energy that reflects all program planning activities, including marketing.
Author(s)
Kira Ashby, Consortium for Energy Efficiency,
Monica Nevius, New York State Energy Research and Development Authority,
Bruce Ceniceros, Sacramento Municipal Utility District
Publication Date
Organizations or Programs
Pepco Holdings' Home Performance with Energy Audits Program,
Energy Trust of Oregon,
Public Service of New Hampshire,
PSE&G Whole House Energy Efficiency Program,
FortisBC’s 20/20 Challenge Program,
Focus on Energy

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

Flowcharts showing the key program elements (financing; workforce development; marketing and outreach; and data, evaluation; and reporting).

Author(s)
Clean Energy Works Oregon (now Enhabit)
Publication Date
Organizations or Programs
Enhabit

A marketing and communications plan from Clean Energy Works Oregon (now Enhabit) outlines the program's marketing vision and objectives, as well as the strategies the program planned to undertake to meet these goals.

Author(s)
National Action Plan for Energy Efficiency
Publication Date

This fact sheet provides information about energy efficiency, explains how utility and state investment in energy efficiency helps consumers, and describes what to expect from utility or state efficiency programs.

Creating Liquidity for Energy Efficiency Loans in Secondary Markets

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

This webcast discusses secondary markets as a means for private investors to participate in and fund energy efficiency loan programs.

Author(s)
National Action Plan for Energy Efficiency
Publication Date

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(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Austin Energy,
Efficiency Maine,
New Jersey Home Performance with ENERGY STAR,
New York State Energy Research and Development Authority (NYSERDA),
Efficiency Vermont

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

Door-to-Door Outreach and Tracking Impacts

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

This webcast discusses door-to-door campaigns and how to track the impacts of these campaigns.

Author(s)
Lawrence Berkeley National Laboratory
Publication Date
Organizations or Programs
City of Houston's Residential Energy Efficiency Program,
Energy Smackdown,
Hood River Conservation Project,
City of Houston's Residential Energy Efficiency Program,
Jasper Energy Efficiency Project,
Keystone Home Energy Loan Program (HELP),
Long Island Green Homes,
Marshfield Energy Challenge,
New London Resource Project,
New York State Energy Research and Development Authority (NYSERDA),
Take Charge Challenge,
Twin Cities One Stop Program,
Efficiency Vermont,
WeatherizeDC

This guide provides an assessment of various approaches to Marketing & Outreach for home energy efficiency improvements.

Author(s)
National Action Plan for Energy Efficiency
Publication Date

This report presents best practices for operating successful portfolio-level efficiency programs, including assessing efficiency potential, cost-effectiveness screening, and developing a portfolio of approaches.