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.

On Efficiency Maine’s "Find a Residential Registered Vendor" locator on its website, customers can see the services each contractor offers, sort the list by distance from the homeowner, and differentiate contractors based on number of projects completed and customer satisfaction. All contractors are added to the list when they meet the program's requirements.

This summary from a Better Buildings Residential Network peer exchange call focused on key challenges and opportunities to deploy neighborhood energy programs. Speakers include the City of Orlando, SEEDS, and Research Into Action, Inc.

This report provides a comprehensive review and analysis of home energy upgrade programs with proven track records, focusing on those with robustly verified savings and constituting good examples for replication. This meta-analysis describes program models and implementation strategies for direct install upgrades; heating, HVAC replacement and early retirement; and comprehensive, whole-home upgrades.

This summary from a Better Buildings Residential Network peer exchange call focused on how recent policy changes have impacted residential energy efficiency program implementation. Speakers include Efficiency Maine, Michigan Environmental Council, and Groundwork Center for Resilient Communities.

Year in review annual report which includes program data and success stories.

This report identifies opportunities for Connecticut's Home Energy Solutions program (HES) to increase savings related to air sealing, duct sealing, and insulation.

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.

This report presents the results from a comprehensive impact and process evaluation of Efficiency Maine's Low-Income Multifamily Weatherization Program.

This report presents the results of the evaluation of National Grid Rhode Island's 2014 EnergyWise program. EnergyWise is designed to achieve energy savings in single family (1-4 unit) residential homes by directly installing efficient lightbulbs and water heating measures, providing devices for homeowner use, and offering building shell retrofit rebates.

This report provides the electric and natural gas impacts from the suite of National Grid Multifamily Retrofit Programs as determined through a billing analysis.

This report summarizes the impact analyses of National Grid's and Eversource Energy's Home Energy Report (HER) programs. The evaluation team conducted three distinct impact analyses related to these HER programs: Cohort-Specific Impact Analysis; Mapping Analysis; and Dual Treatment Analysis.

This summary from a Better Buildings Residential Network peer exchange call focused on challenges and strategies for working in cold climates.

This Multifamily Technical Reference Manuals (TRMs) provide documentation for the Trust's calculation of energy and demand savings from energy efficiency measures.

This summary from a Better Buildings Residential Network peer exchange call focused on approaches to generate demand for energy efficiency upgrades at multifamily buildings.

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

This summary from a Better Buildings Residential Network peer exchange call focused on combining solar and home performance energy efficiency.

This U.S. Department of Energy Focus Series  highlights the BetterBuildings for Michigan program’s community readiness assessment tool.

This form is used to itemize energy conservation measures as an eligibility requirement under Efficiency Maine's Home Energy Savings Program.

Insights from Efficiency Maine related to Workforce Development.

This summary from a Better Buildings Residential Network peer exchange call focused on choosing and developing program evaluation.

Efficiency Maine developed this online portal, where many of its program forms are available for download (e.g., program overviews and manuals, participation agreements, and related application materials).

This report presents the results of ACEEE's third national review or utility-funded energy efficiency programs, completed in 2013. The report identifies and profiles 63 leading programs that span the wide array of program types offered to utility customers, and highlights key trends and observations that emerged from reviewing these programs.

This summary from a Better Buildings Residential Network peer exchange call focused on gathering and communicating loan performance data.

This peer exchange call summary focused on moving from assessments to upgrades in multifamily buildings.

This summary from a Better Buildings Residential Network peer exchange call focused on the features and eligibility of the PowerSaver Loan Program. 

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

This peer exchange call summary focused on sales training assistance programs for contractors.

Presentation on how Michigan Saves realigned its incentives to encourage more projects with significant energy savings potential.

Efficiency Maine created a code of conduct for contractors to follow when working in homes. The code is available for download on the Efficiency Maine website, and dictates guidelines for respecting homeowners' property and communicating with the homeowner about appropriate information. Users on the Efficiency Maine website can search a list of vendors that have agreed to follow the code.

This video explains how Efficiency Maine helped contractors gain sales and business skills through training, which helped the program improve assessment-to-upgrade conversion rates and homeowner satisfaction.

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.

This video explains how Better Buildings for Michigan's performance metrics and quality assurance enabled them to encourage high-performing contractors, to help underperforming contractors improve, and ultimately to dismiss some contractors.

This video provides an overview of Better Buildings for Michigan's mentoring program for contractors, and the high value that contractors and the program gain from mentoring.

This peer exchange call summary focused on how programs are devising plans for creating a contractor revenue stream and potential fee structures.

This case study explains how Efficiency Maine provided contractor sales training to boost upgrade conversions.

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.

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

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.

This Lawrence Berkeley National Laboratory Clean Energy Policy Brief describes how adding sales skills to contractors' existing technical expertise helps convert more assessments into comprehensive home energy upgrades. It profiles Efficiency Maine's contractor sales training and includes a list of resources.

Webcast on the DOE Residential Retrofit Program Design Guide, which focuses on the key elements and design characteristics of building and maintaining a successful residential upgrade program.

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

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

This guide describes a structure and several model approaches for calculating energy, demand, and emissions savings resulting from energy efficiency programs that are implemented by cities, states, utilities, companies, and similar entities.