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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With project funding from Energize NY PACE and incentives from NYSERDA's Multifamily program, Natlew Corporation was able to make energy efficiency upgrades to their multifamily affordable housing complex in Mount Vernon, NY.
This report examines how State Energy Offices and state-level partners are supporting growth and uptake of Commercial Property Assessed Clean Energy (C-PACE) financing around the country. The report offers examples, insights, and strategies for State Energy Offices, green banks, state financing agencies, and other public and private entities to catalyze, accelerate, organize, and expand C-PACE markets.
Ivy Knoll Senior Retirement Community used PACE financing to make significant building improvements of systems that were outdated or energy inefficient. Through PACE financing, Ivy Knoll management was able to select improvements that had the highest energy savings but also came with higher upfront costs for the 7-story, all-electric building.
This publication summarizes program design, marketing, workforce development, and other key takeaways learned during Peer Exchange Calls.
This report, informed by leading research and real-world examples, highlights practical online and in-person tactics that contractors can use to promote social interaction and social comparison among homeowners to make energy upgrades a "must-have" in U.S. homes.
The Better Buildings Residential Network Social Media toolkit can be used to help residential energy efficiency programs learn to engage potential customers through social media. Social media can build brand awareness concerning home energy upgrades and the entities working on them, which can lead to more energy upgrade projects taking place in the long run. This toolkit will help program managers and their staff with decisions like what social media works best for various program needs. When aligned with other marketing and outreach efforts, social media can be a useful tool in attracting home energy upgrade customers. Note that social media changes constantly, so users of this toolkit need to regularly reassess their methods and review results to ensure goals are being met.
This summary from a Better Buildings Residential Network peer exchange call focused on how to generate energy upgrade customer leads and allocate those leads to contractors.
This summary from a Better Buildings Residential Network peer exchange call focused on approaches to improve and sustain quality customer service for residential energy efficiency work.
This summary from a Better Buildings Residential Network peer exchange call focused on how to involve homeowners in staged energy efficiency upgrades and what information is appropriate to share with them at each stage.
This summary from a Better Buildings Residential Network peer exchange call focused on how pet-based marketing can promote residential energy efficiency.
This summary from a Better Buildings Residential Network peer exchange call focused on methods, reactions and legal considerations of contractor rating and feedback systems.
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.
Fact sheet that provides an overview of the Energy Impact Illinois Loan Program.
This marketing plan describes a social mobilization approach that leverages social networking, including social media, and word-of-mouth marketing to raise awareness and drive customers to program services. It provides strategies and tactics to target audiences most likely to participate, building on market research and audience segmentation to develop a message platform specifically designed to address their key motivating factors and barriers.
This contractor process flowchart from EnergySmart Colorado includes the phases of contractor qualifications review and preparation, site work, and follow up.
Table summarizing financing options for Colorado residents in EnergySmart Colorado territory.
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 driving demand for energy efficiency by leveraging service calls and emergency repairs.
Overview of lessons learned from EnergySmart Colorado's energy advisor model.
This summary from a Better Buildings Residential Network peer exchange call focused on using social media for long-term branding and marketing.
Example survey about a homeowner's experience with a visit from an energy advisor as part of EnergySmart in Boulder County, Colorado.
This summary from a Better Buildings Residential Network peer exchange call focused on the benefits and challenges of program automation.
This summary from a Better Buildings Residential Network peer exchange call focused on the challenges, strategies and advantages of operating as a prime contractor.
This report explores the approaches and research needs identified in the Building Retrofit Industry and Market (BRIM) Initiative through in-depth discussion with residential energy upgrade experts including a discussion of Marketing & Outreach and the program/contractor interface.
This peer exchange call summary focused on unique fee-for-service revenues as related to program sustainability.
This peer exchange call summary focused on leveraging home inspectors and others in the real estate transaction processes.
In this video interview segment, Marty Treadway of Energy Smart Colorado discusses how to avoid contractor frustration by testing data collection tools before deployment.
This publication summarizes some of the incentives offered by Better Buildings Neighborhood Program partners.
In this video interview segment, Andy Holzhauser of Greater Cincinnati Energy Alliance discusses the importance of making early investments in infrastructure (i.e., staff and technology).
In this video interview segment, Andy Holzhauser of the Greater Cincinnati Energy Alliance discusses the importance of programs empowering contractors to sell upgrades and loans.
In this video interview segment, Tom Bregman of Energize New York, Energy Smart discusses how to overcoming Difficulties Collecting Non-Utility Fuel Data (e.g., fuel oil, propane).
This progress report provides community members and others interested in EnergySmart with a clear snapshot of its progress. The report also provides a timeline of energy efficiency policies and programs in Boulder County.
This practitioner-focused Toolkit for Residential Energy Efficiency Upgrade Programs was created by Green For All to assist new, established, and future energy efficiency programs launch and scale initiatives that can deliver the full promise of the green economy. It is intended as a practical resource that offers examples, tools, and templates that a program manager can deploy to implement a variety of aspects of their program including best practice briefs and summary documents, RFPs, contracts, and other program design and implementation templates that communities nationwide have used to create their own efficiency programs.
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.
This peer exchange call summary focused on multifamily information technology tools for project information, marketing, assessment, tracking and evaluation.
This report from Climate Solutions analyzes small- to medium-sized American cities that are using successful methods to further clean energy economic development. Better Buildings Neighborhood Program partners that are featured in the report include Bainbridge Island and Bremerton, Washington; Boulder, Colorado; Bedford, New York; Madison, Wisconsin; and Grand Rapids, Michigan. The report includes details on the how the featured cities funded their projects, found successful models to reach their goals, and to see which new projects are off to a promising start.
This peer exchange call summary focused on effective program evaluation and incorporating changes into programs based off evaluation insight.
This peer exchange call summary focused on the challenges and strategies for marketing commercial financial products and attracting financial institutions.
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.
EnergySmart Colorado uses surveys and a customer database to get feedback from homeowners that helps fine-tune program services and operations.
This peer exchange call summary focused on leveraging effective partnerships for multi-family and low-income outreach and service delivery.
This peer exchange call summary focused on strategies, challenges and opportunities in working with condominium owners and associations.
This peer exchange call summary focused on the strategies, challenges and key interaction points with the real estate sector.
This presentation includes the brands, website addresses, and images for most of the Better Buildings Neighborhood Program partners.
This market assessment for the Boulder County EnergySmart and City and County of Denver energy efficiency loan program identifies the potential loan customers and demand for an energy efficiency upgrade financing program.
This presentation shares how the Neighbor to Neighbor Energy Challenge collected and evaluated data and used the results to improve its program.
Authorization form to obtain household energy information.
This guide from Boulder County's EnergySmart service is an example of expectations and guidelines for contractor operations.
Financial Program Management for Continuous Improvement
Clean Energy Works Oregon's (now Enhabit's) experience implementing an on-bill financing program.
How to Design and Market Energy Efficiency Programs to Specific Neighborhoods
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.
Integrating Experimental Design Into Your Program
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.
Example of an implementation plan developed by EnergySmart Colorado at the beginning of the implementation of its Better Buildings Neighborhood Program.
This peer exchange call summary focused on the challenges and effective combinations of quality assurance strategies.
This presentation provides a list of resources and tips for running a social media campaign.
This report analyzes the energy efficiency opportunity presented to the greater Cincinnati region. Analysis of the region and the Greater Cincinnati Energy Alliance (GCEA) programs shows potential energy cost savings, including positive cash flow from energy cost savings that consistently exceed loan payments, for both residential and nonprofit participants. Investment in energy efficiency could make counties more competitive, create jobs, reduce pollution, and help homeowners and nonprofits make cross-cutting building improvements.
What's Working in Residential Energy Efficiency Upgrade Programs: Greater Cincinnati Energy Alliance
The Connecticut Neighbor to Neighbor Energy Challenge developed this form for authorization to obtain household energy information.
Example Request for Proposal (RFP) to provide Boulder County, Colorado with support services for its Retrofit Ramp Up Program including a social mobilization campaign, database management services, and marketing/public relations services for the both the residential and commercial parts of the Program.
This presentation summarizes the market research that was performed by various Better Buildings Neighborhood Program partners.
Marketing, Communication, and Outreach: Lessons Learned In and Outside Energy Efficiency
This webcast presents lessons learned in marketing, communication, and outreach, including lessons related to marketing plans.
A sample request for proposals from Boulder County, Colorado, to develop an energy efficiency and renewable energy rebate program.