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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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 tool from Pacific Gas & Electric Company (PG&E) provides homeowners with a list of contractors, based on their location, to schedule an energy assessment or in-home consultation. It also provides a direct link to state license information.
This tool provides Southern California Edison (SCE) and Southern California Gas (SoCalGas) customers with a list of Energy Upgrade California participating contractors, home performance skills, license information, and the languages spoken by the contractors.
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 summary from a Better Buildings Residential Network peer exchange call focused on innovative approaches to increase contractors' work quality through feedback reports and contractor ranking, decrease quality assurance costs through remote quality assurance, and improve contractor engagement. It features speakers from Consumers Energy, Enhabit, and DOE.
This presentation includes examples of 16 programs' creative marketing materials. The Better Buildings Residential Network held a March Madness tournament to find the most creative residential energy efficiency messages during March Peer Exchange Calls. Sixteen marketing campaigns were featured in a bracket challenge on the calls, and participants made their picks. Residential Network member the Fuel Fund of Maryland was chosen as the winning message for its Watt Watchers campaign.
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.
Achieving energy savings goals and improving customer and contractor satisfaction while staying cost-effective makes managing home energy upgrade programs challenging. DOE's Home Upgrade Program Accelerator is working with program administrators to identify strategies that overcome challenges and achieve better results. The Arizona Home Performance with ENERGY STAR program completed process improvements that improved contractor satisfaction and deceased quality assurance labor. Build It Green implemented software improvements to their utility program's online rebate applications portal to accelerate data processing.
This paper analyzes Bank of America's $55 million initiative to provide low-cost funding and grant support to advance energy efficiency investment in low- to moderate-income communities. The funding supported community development financial institutions (CDFIs) in developing and enhancing efficiency programs for residential, commercial, and multifamily buildings. We report on loan performance, energy savings, and the degree to which the savings offset the cost of the energy efficiency investment.
This summary from a Better Buildings Residential Network peer exchange call focused on how to assess, reassess, and initiate organization partnerships.
This summary from a Better Buildings Residential Network peer exchange call focused on strategies for scaling up and growing residential energy efficiency programs or contracting businesses. It covered PG&E's Residential Energy Efficiency Program's Pay for Performance (P4P) program. It also covered priority areas to consider when scaling up a program, such as contractor sales and marketing training and maintaining quality.
Enhabit uses this 100-Point Performance Check to make recommendations to improve home performance.
This Guide is designed to help state and local policymakers to take full advantage of new policy developments by providing them with a comprehensive set of tools to support launching or accelerating residential energy efficiency programs. The Guide focuses on four categories of policies that have proven particularly effective in providing a framework within which residential energy efficiency programs can thrive: incentives and financing, making the value of energy efficiency visible in the real estate market, data access and standardization, and supporting utility system procurement of energy efficiency.
This document summarizes top marketing and outreach takeaways shared by Better Buildings Residential Network members during spring 2015 Peer Exchange Calls.
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 standardization of effective practices across a program territory.
The MF HERCC Recommendations Report 2015 Update expands the 2011 publication, and delivers explicit and refined recommendations for multifamily energy efficiency program administrators and implementers.
This summary from a Better Buildings Residential Network peer exchange call focused on effective messaging.
This summary from a Better Buildings Residential Network peer exchange call focused on how residential energy efficiency programs can use smart home technologies to drive customer demand.
This summary from a Better Buildings Residential Network peer exchange call focused on changing an organization's home performance business model and expanding the services offered.
Among the many benefits ascribed to energy efficiency is the fact that it can help create jobs. Although this is often used to motivate investments in efficiency programs, verifying job creation benefits is more complicated than it might seem at first. This paper identifies some of the issues that contribute to a lack of consistency in attempts to verify efficiency-related job creation. It then proposes an analytically rigorous and tractable framework for program evaluators to use in future assessments.
This summary from a Better Buildings Residential Network peer exchange call focused on types of incentives.
This form is used to itemize energy conservation measures as an eligibility requirement under Efficiency Maine's Home Energy Savings Program.
This plan presents the marketing education and outreach plan for Energy Upgrade California's financing pilots.
Insights from Efficiency Maine related to Workforce Development.
This policy brief provides insight into the transaction of an on-bill energy efficiency loan portfolio between two mission-oriented lenders, Craft3 in Oregon and Self Help in North Carolina.
Quick summaries of strategies various programs have used to improve the efficiency of delivering efficiency.
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 peer exchange call summary focused on lender-based fees and sharing costs with lending partners.
This summary from a Better Buildings Residential Network peer exchange call focused on the strategies and challenges of using holidays and other seasonal events to market energy assessments and upgrades.
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 presentation from Clean Energy Works Oregon (now Enhabit) covers their "One-Stop Shop" Home Energy Remodel process where customers were guided through a four-step process: apply, assess, finance, and transform. This simple process gave customers access to a comprehensive package of services that included assistance from an independent energy advisor.
This case study highlights Clean Energy Works Oregon's (now Enhabit) low interest, on-bill financing and alternative underwriting practices which have achieved a low rejection rate while also maintaining a low loan default rate.
This publication summarizes some of the incentives offered by Better Buildings Neighborhood Program partners.
This document contains Clean Energy Works Oregon (now Enhabit) High Road standards for its statewide upgrade program; the standards are designed to ensure contractors do high-quality work, disadvantaged communities get new employment opportunities, and high-quality, family-supporting jobs are created.
This webcast includes slides and information on programs' use of concierge programs to support contractors. It highlights two program examples: Clean Energy Works Oregon (now Enhabit) and Vermont NeighborWorks.
Concierge Programs for Contractors - They're Not Just for Consumers Anymore
This webcast includes slides and information on programs' use of concierge programs to support contractors. It highlights two program examples: Clean Energy Works Oregon (now Enhabit) and Vermont NeighborWorks.
This guide shows HVAC contractors how to get started in the home improvement market. It explains the approach of treating a house like a system and provides step-by-step instructions on setting up a home performance contracting business.
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.
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.
This peer exchange call summary focused on how to engage, grow and identify challenges of small contractor businesses.
Many states have adopted policies intended to overcome the barriers that limit the more efficient use of electricity. Yet because such efforts have not addressed the lack of consumer information and motivation to improve efficiency, many opportunities for energy efficiency remain untapped. To help address that problem, states, utilities, and other energy efficiency service providers have begun to develop new approaches to informing and motivating customers based on behavioral economics and psychology research. This report describes three broad strategies that states can use to engage consumers' participation in energy efficiency programs: provide direct consumer information and feedback on energy use, influence social norms; and match messages and messengers to target audiences. Recommendations for actions that governors can take within the context of each of those three strategies are provided.
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.
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 article, part of a series sponsored by Home Performance with ENERGY STAR, details the successes and lessons learned of the Neil Kelly Company. Over the past 63 years, the Neil Kelly Company has successfully navigated several economic downturns and has revamped its home performance division to emerge as a leader of sustainable building practices.
This peer exchange call summary focused on multifamily information technology tools for project information, marketing, assessment, tracking and evaluation.
Keeping Up With Your Audience, So They Keep Up With Your Program
Presentation on the key programmatic elements of financing initiatives.
This case study explains how Efficiency Maine provided contractor sales training to boost upgrade conversions.
This case study discusses how Clean Energy Works Oregon (now Enhabit) used performance-based incentives, limited-time bonus rebates, early financing approvals, and seasonal advantages to broaden its program reach and increase home upgrade completions.
This presentation includes the brands, website addresses, and images for most of the Better Buildings Neighborhood Program partners.
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 data intake template spreadsheet provides a way to track home energy performance metrics.
This template, used by Clean Energy Works Oregon (now Enhabit), standardizes a number of forms that contractors fill out for the program.
Contractor Sales Training: Providing the Skills Necessary to Sell Comprehensive Home Energy Upgrades
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.
This report describes different approaches to energy efficiency finance taken by utilities.
Clean Energy Works Oregon's (now Enhabit's) experience implementing an on-bill financing program.
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).
This report presents results, recommendations, and case studies of energy efficiency financing programs.
Workforce Development and Sales Training for Energy Efficiency Contractors
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.
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.
Designing Effective Incentives to Drive Residential Retrofit Program Participation
This webcast covers information about designing effective incentives to drive residential retrofit program participation.
Clean Energy Works Oregon (now Enhabit) developed consumer profiles based on research the program conducted on its target audience.
Summary of the standards that support job quality, equitable access and quality assurance in several residential energy efficiency programs from different parts of the country.
Marketing and Marketing & Outreach Collaborative Intro, November 2, 2010
Webinar presenting methods for increasing communication within a marketing team. LA County and Oregon BBNP grantees also share their experiences regarding market research and outreach strategy development.
This is an example of an RFP for workforce development and other program elements. The RFP covers recruitment, outreach and marketing oriented to homeowners and workers, and service delivery of energy assessments and upgrades.