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.
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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.
This report explores how governments and energy efficiency implementers could help stakeholders better analyze and act upon building performance data to unlock savings.
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.
The multifamily sector can be hard to reach when it comes to energy efficiency programs. Besides being diverse and complex, the sector presents a unique set of challenges to efficiency investments. The result is that multifamily customers are often underserved by energy efficiency programs. Drawing on data requests and interviews with program administrators, this report summarizes the challenges to program participation and identifies best practices that programs can use to reach and retain large numbers of multifamily participants.
This summary from a Better Buildings Residential Network peer exchange call focused on how to use web and mobile applications to generate and increase customer demand.
This summary from a Better Buildings Residential Network peer exchange call focused on the advantages and challenges of data tracking systems.
This summary from a Better Buildings Residential Network peer exchange call focused on evaluating and demonstrating the cost-effectiveness of energy upgrades to programs.
Financing Energy Improvements on Utility Bills: Case Studies from the Field
This webcast provided an overview of on-bill financing programs, and presented three case studies: Manitoba Hydro, New York State Energy Research and Development Authority, and Pacific Gas & Electric (California).
This summary from a Better Buildings Residential Network peer exchange call focused on how programs use behavior change strategies to reduce energy use.
This summary from a Better Buildings Residential Network peer exchange call focused on quality assurance and control, standardization of upgrades and workforce expectations.
Quick summaries of strategies various programs have used to improve the efficiency of delivering efficiency.
This summary from a Better Buildings Residential Network peer exchange call focused on the performance of on-bill financing compared to other financing programs.
Links to case studies of residential projects and contractors under the New York State Energy Research and Development Authority (NYSERDA)'s Home Performance with ENERGY STAR program.
Presentation describing NYSERDA's alternative underwriting approach for its target market.
Reviews and summarize energy efficiency financing models and strategies. Models are analyzed according to funding sources, program structures, limits to scale, repayment vehicles, and project risks. Strategies consider applicable building sectors, models, levels of establishment, growth potential, advantages, and disadvantages.
Presentation on five steps to building a profitable contractor base. The steps include sensible program design and administration, certification and credentialing, communicating with contractors, contractor requirements (business vs. trade), and training and sales support.
This report covers how to create high road standards and use the momentum of energy sector projects to create safe, well-paying, long-term careers for a diverse group of people. It includes case studies on Community Power Works in Seattle, Washington, and Clean Energy Works Oregon's (now Enhabit's) efforts to use community high road agreements.
This peer exchange call summary focused on adapting and adjusting financing strategies after a program was implemented.
This peer exchange call summary focused on effective program evaluation and incorporating changes into programs based off evaluation insight.
Presentation on the key programmatic elements of financing initiatives.
This peer exchange call summary focused on activities to streamline service delivery to customers.
Connecticut's Neighbor to Neighbor Energy Challenge uses dashboards that display key project data for administrators and contractors to monitor progress over time. The program has evaluated performance at different steps in the process and identified strategies to improve performance where needed, such as sales training for contractors, energy advisors, monthly contractor scorecards, and multiple customer "touches." These improvements increased the close rate from 26 to 60 percent in one year.
This peer exchange call summary focused on leveraging effective partnerships for multi-family and low-income outreach and service delivery.
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.
This report describes different approaches to energy efficiency finance taken by utilities.
Discusses innovative financing options designed to expand the accessibility of energy efficiency financing to households that typically do not qualify for traditional loans.
This publication outlines capital leveraging models and examples from across the country in which public funds were used to influence energy loan program capital.
This paper, which is based on detailed case studies of nine existing state and local programs, presents recommendations for energy upgrade programs to facilitate industry growth and support contractor business models.
Courtesy of Clean Energy Solutions. This presentation provides an overview of topics related to building the workforce for energy efficiency programs, including market characterization, stakeholder engagement, training and certification, and community workforce agreements. It includes information on the experience of Clean Energy Works Oregon (now Enhabit) in Portland, Oregon.
This presentation provides information on strategies to successfully recruit contractors. Topics include setting goals, identifying contractors, contacting contractors, and following up with contractors.
This report summarizes existing research and discusses current practices, opportunities, and barriers to coordinating energy efficiency and demand response programs.
This guide provides an assessment of various approaches to Marketing & Outreach for home energy efficiency improvements.
This guide provides background on the home improvement market in the U.S. and Canada and end users and systems in existing homes, as well as a description of energy efficiency program approaches and strategies.
Marketing & Outreach: Working with and Learning from Contractors
This webcast highlights programs that actively engage the contractor community in program design and implementation. Several contractors share their views on best practices for Marketing & Outreach.
Revolving Loan Fund Basics and Best Practices
These case studies highlight examples of participating contractors who have employed Home Performance with ENERGY STAR to help homeowners improve their home's comfort and lower their utility bills.