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 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.

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

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 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, 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.

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

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 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 how to use web and mobile applications to generate and increase customer demand.

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

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

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

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

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 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.

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.

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 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.

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 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 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 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 publication outlines capital leveraging models and examples from across the country in which public funds were used to influence energy loan program capital.

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

This guide provides an assessment of various approaches to Marketing & Outreach for home energy efficiency improvements.

This presentation summarizes the market research that was performed by various Better Buildings Neighborhood Program partners.

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.