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.

This document profiles the Chicago-area non-profit Elevate Energy, which offers a full-service energy efficiency retrofit program for owners of and tenants in affordable multifamily buildings in eleven states.

This flyer provides information about the program's upgrade process, financing, benefits of the program and of home energy upgrades, and eligibility requirements.

This presentation provides an overview of the Energy Savers program for affordable rental housing, its loan structure, and lessons learned.

This summary from a Better Buildings Residential Network peer exchange call focused on unique challenges for energy efficiency and weatherization programs serving lower income residents in single-family and multifamily housing. Speakers include American Council for an Energy-Efficient Economy, Elevate Energy, and Energy Outreach Colorado.

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 summary from a Better Buildings Residential Network peer exchange call summary focused on leveraging smart tech, health and/or utility data to increase participation in multifamily energy efficiency programs. It featured speakers from The Network for Energy, Water and Health in
Affordable Buildings, New Ecology, Northwest Bronx Community and Clergy Coalition, and Emerald Cities Collaborative.

Elevate Energy constructed a database of 143,000 Chicago multifamily buildings and segmented them based on age, size, and other traits in order to better understand the Chicago multifamily sector. The segmentation findings point to opportunities to improve ChicagoÕs energy efficiency programs. The size of the unsubsidized lower-cost multifamily market in Chicago, added benefits of improved health outcomes for low-income residents, and greater investment in disadvantaged neighborhoods strengthen the case for prioritizing multifamily market for energy efficiency. The report is organized into three parts. The first part describes the datasets used to build a database of ChicagoÕs multifamily buildings. The second reviews key findings from the analysis. The third section provides recommended improvements to efficiency programs based on the segmentation.

This summary from a Better Buildings Residential Network peer exchange call focused on how home energy upgrade programs can interact and connect with the real estate market.

This summary from a Better Buildings Residential Network peer exchange call focused on ensuring contractor networks work for both energy efficiency programs and participating contractors.

This webcast in a multi-part series highlighting efforts by state and local agencies, non-profits, and utilities to bring energy efficiency and renewable energy (EE/RE) to low-income communities.

When shopping for a new home, homebuyers look to real estate agents for advice on everything from the best school districts to the name of a good local plumber. Because new owners make many home improvements after purchase, real estate agents have the opportunity to continue as trusted messengers after the closing date. Nonprofit organization Build It Green (BIG) saw an opening: if real estate professionals understand the importance and benefits of energy efficiency, then they can advise clients on how to incorporate efficiency into their home improvements.

This case study features Better Buildings Residential Network members Elevate Energy and the International Center for Appropriate and Sustainable Technology (ICAST), nonprofit members that develop energy efficiency solutions for multifamily and affordable housing communities.

This report explores how governments and energy efficiency implementers could help stakeholders better analyze and act upon building performance data to unlock savings.

This summary from a Better Buildings Residential Network peer exchange call focused on communicating non-energy benefits that homeowners and building owners are most interested in. Speakers include Elevate Energy, Green & Healthy Homes Initiative, and Skumatz Economic Research Associates, Inc.

This paper examines the current state of energy efficiency financing, highlighting segments of strength such as cars, green buildings, and energy service companies, and offering areas that are underserved, including residential low-income and moderate-income households and multifamily housing

This paper examines the current state of energy efficiency financing, highlighting segments of strength such as cars, green buildings, and energy service companies, and offering areas that are underserved, including residential low-income and moderate-income households and multifamily housing.

This case study addresses multifamily energy upgrade experiences by two members of the Better Buildings Residential Network—Elevate Energy and the International Center for Appropriate and Sustainable Technology (ICAST).

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.

Better Buildings Home Upgrade Program Accelerator partners, Build It Green, Enhabit, and NeighborWorks of Western Vermont, discussed steps for streamlining program processes, and strategies to improve data management, contractor relationships, and customer experiences. Tools and resources were presented as examples of how these ideas can be implemented in programs across the country.

The Better Buildings Home Energy Information Accelerator aims to make energy data more accessible to home buyers, realtors and others. This presentation covers how Colorado launched a statewide residential labeling initiative that made home energy data available at point of sale, and how partnerships in the Northeast are incorporating energy efficiency into the Multiple Listing Service (MLS), with Vermont pioneering the regional effort.

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.

In this project, the U.S. Department of Energy Building America team Partnership for Advanced Residential Retrofit (PARR) worked with Elevate Energy on three tasks: to conduct pre- and post-retrofit analysis on the income and expense data of 13 Chicago-area multifamily buildings, to compare Chicago income and expense data to two national samples, and to explore the ramifications that energy-efficiency retrofits have on nine Chicago-area neighborhoods.

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.

The Better Buildings Neighborhood Program featured 41 competitively selected grantees that developed sustainable energy efficiency upgrade programs across the U.S. from 2010-14. This presentation covers what worked and what didn’t, and key success factors identified by an independent evaluation.

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 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 standardization of effective practices across a program territory.

This guide identifies 12 best practices for policymakers, regulators, and program administrators to help building owners invest to increase the energy efficiency of multifamily affordable housing.

This summary from a Better Buildings Residential Network peer exchange call focused on how to create and maintain relationships with contractors and auditors.

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 focuses on how mentoring on sales skills and business management helped one contractor increase sales and become more profitable. The call also covered top tips for supporting contractors, such as helping contractors develop systems to be more efficient in completing projects and creating a service plan with customers for additional improvements in the future.

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.

This summary from a Better Buildings Residential Network peer exchange call focused on how energy efficiency initiatives relate to real estate marketing.

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 paper describes existing barriers to integrating energy efficiency data into real estate markets, and illustrates recent efforts to address them. National cross-industry collaborations have resulted in standard data collection and transfer tools that allow home performance data to be shared across industries. Real estate markets in some regions have begun including these data into multiple listing services (MLS), making them visible during real estate transactions.

This paper describes existing barriers to integrating energy efficiency data into real estate markets, and illustrates recent efforts to address them. National cross-industry collaborations have resulted in standard data collection and transfer tools that allow home performance data to be shared across industries. Real estate markets in some regions have begun including these data into multiple listing services (MLS), making them visible during real estate transactions.

This presentation discusses Build It Green's new model for contractor engagement that provides more support to higher performing contractors and strategies the organization is using to address issues with contractor data reporting and tracking.

This summary from a Better Buildings Residential Network peer exchange call focused on the advantages and challenges of data tracking systems.

The report makes the case for establishment of common data collection practices for energy efficiency lending. The report reviews existing practices for the collection of four categories of data from energy efficiency financing programs: (1) customer data; (2) financial product and performance data; (3) facility-level data; and (4) energy efficiency project data. The report then identifies high-priority needs, characterizes potential uses for finance program data, and identifies use cases that describe how stakeholders use data for key objectives and actions.

This report provides an overview of considerations for designing and implementing successful energy efficiency financing programs for existing buildings in the residential and commercial sectors. Information on key issues related to energy efficiency financing programs, guidance to existing resources that provide more in-depth financing program design and implementation information, and strategies for delivering broad customer access to attractive financing products that enhance customer capacity and willingness to invest in energy efficiency to address "first cost" barriers are included.

Fact sheet that provides an overview of the Energy Impact Illinois Loan Program.

This packet contains all the contractor reporting and verification forms required by Energy Impact Illinois.

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.

This summary from a Better Buildings Residential Network peer exchange call focused on using social media for long-term branding and marketing.

This article provides 10 tips home energy contractors can use to update their marketing outreach and improve their customer service.

This peer exchange call summary focused on using approved contractor lists and matching customers with contractors based on processes/criteria.

Matrix of participating lenders and associated loan information.

Flyer for contractors that explains the EI2 loan program and loan eligibility criteria.

Flyer for contractors that explains the steps needed to complete the EI2 loan process.

This case study discusses Energy Impact Illinois' marketing evolution from a broad outreach campaign to a Òhouse partyÓ approach that brought Chicago homeowners, neighbors, and friends together to learn about energy efficiency opportunities, while increasing demand for home energy assessments and upgrades.

This paper first details industry best practices for contest administration, including tips for developing an overall contest plan and timeline, product sponsor recruitment, building a dynamic informational website, maximizing customer participation, selecting the winning home, seamless installation management, capturing and documenting project results, conducting a high profile media open house and facilitating customer workshops that educate homeowners and strengthen trade ally relationships. This paper then presents results and key lessons learned from more than 20 contests supported with funds from local community sustainability programs, utility energy efficiency programs, and U.S. Recovery and Reinvestment Act funds between 2008 and 2012.

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 gathering and communicating loan performance data.

This summary from a Better Buildings Residential Network peer exchange call focused on how to create and track program benchmarks.

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 video highlights Steve G. of River Forest, IL sharing his experience of how Energy Impact Illinois helped him improve the comfort and value of his 107 year-old home.

Energy Impact Illinois (EI2) conducted 1,600 phone surveys of mid- to high-income households. Its aim was to test program messaging and gauge attitudes toward home improvements and energy efficiency upgrades. The surveys provided a number of insights on the target audience's decision process.

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.

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 presentation provides lessons to ensure effective incentive structures.

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 that provides an overview of the Energy Savers Program (Illinois), including services, benefits, and success stories.

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 how to receive and evaluate feedback from customers and contractors.

This document provides an overview for incorporating workforce development principles into projects.

This report presents key findings and recommendations from the process evaluation of Clean Energy Works Oregon's (now Enhabit's) energy efficiency financing program. Table 1 provides a good list of key process evaluation research questions which may help others scope comprehensive process evaluations.

Presentation on the key programmatic elements of financing initiatives.

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 peer exchange call summary focused on leveraging effective partnerships for multi-family and low-income outreach and service delivery.

Presentation describing how Clean Energy Works Oregon (now Enhabit) works with financial partners.

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 presentation provides the results of a 1,600-person survey of mid- to high-income households conducted by Energy Impact Illinois (EI2) to gauge attitudes toward home improvements and energy efficiency upgrades.

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.

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 report highlights the impact of investment for Portland, Oregon in terms of high-quality job creation, equitable hiring, inclusive business opportunities, standardized training, and energy conservation.

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).

These award winning videos show the benefits of residential energy efficiency.

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

This peer exchange call summary focused on available program interest rates and how to lower those rates.

An overview of tools and approaches used to transform the energy efficiency market in Chicago.

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.