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.

Energy Trust of Oregon’s contractor selection tips provide several considerations for choosing an energy efficiency contractor.

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 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.

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.

Energy efficiency savings have grown substantially in the past ten years, and national leaders in program administration have emerged as savings levels have increased. This report reviews annual program performance for 14 leading energy efficiency program administrators, with a focus on costs, electricity savings, cost effectiveness, and portfolio design.

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 summary from a Better Buildings Residential Network peer exchange call focused on quality assurance of energy efficiency services.

Lists a number of resources related to Michigan Saves, including contractor application, home energy loan implementation guide, and training presentations for residential contractors.

This report was developed to help inform national stakeholders about the strategies that have been used to achieve deep energy savings in the multifamily housing sector through energy efficiency upgrades. These strategies could be used as models in areas where utility program administrators and policymakers seek to achieve deep energy savings in the multifamily building stock for the purposes of reducing energy costs, creating comfortable and healthy homes, meeting regulatory requirements, or reducing the environmental impacts of energy consumption. This report includes a national multifamily market characterization, barriers and opportunities for program and policy efforts, and eight exemplary case studies from across the country.

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.

This webinar covers the Multifamily Energy Efficiency Retrofits: Barriers and Opportunities for Deep Energy Savings report published in 2016.n

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 study documents the market valuation associated with the predominant green and energy efficiency home certifications used in the Northwest. Regional markets with a track record of including green building and energy efficiency information in MLS databases have lacked a recent, thorough, locally relevant analysis of the potential value of “higher performing” homes in current market conditions. Real property appraisers require a reliable, localized, granular analysis they can use in their home valuation calculations. The analysis contained in this report addresses this identified market need.

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 how a residential energy efficiency program can work with, for or as utilities.

This report provides an overview of credit enhancements available, such as loan loss reserves, loan guarantees, debt service reserve funds, and subordinated capital. It also discusses key issues related to credit enhancement, examples of how others have successfully implemented credit enhancements as part of their energy efficiency financing programs, and additional information on existing resources that provide further information on credit enhancement design and implementation.

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 presentation describes the financial data Michigan Saves tracks and how the program uses the data to inform program implementation.

Overview of Michigan Saves' employer outreach initiative to drive uptake of home energy upgrades.

This case study highlights a 20-unit apartment building that gained energy savings and comfort through Efficiency Maine.

This case study highlights the first project completed under Efficiency Maine's Multifamily Efficiency Program.

This summary from a Better Buildings Residential Network peer exchange call focused on the benefits of community assessments and strategies for gathering information.

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).

Philadelphia EnergyWorks helped sustain future programs by sharing marketing insights and program data with a local utility partner.

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. 

Sample energy reduction plan that details specific steps to be taken by the ownership and management at 1234 Any Street to achieve estimated energy savings based on an energy assessment.

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

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.

EnergyWorks' phased marketing campaign appeals to Philadelphia homeowners based on the current weather conditions.

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 presentation from Efficiency Maine shows early adopters and higher income residents tend to take advantage of large incentives, but smaller incentives may be a way to engage a broader range of income levels.

Presentation describing the State of Michigan and Michigan Saves programs and tactics used to drive demand and enhance service delivery to make the program simpler for customers.

This webcast discussed how market research can help spur demand for home energy efficiency programs.

An example of a detailed and thorough implementation guide written for the Michigan Saves program.

This video describes the partnerships that EnergyWorks in Philadelphia established to offer classroom, lab, and in-field training to technicians to help them enter the home performance market.

This fact sheet provides promising approaches for Better Buildings programs seeking to accelerate workforce development to support building energy upgrades. These approaches are organized by estimated level of effort and include rough estimates of cost ranges for implementation.

This policy brief describes the energy efficiency financing options programs can use to help financial institutions make energy upgrades affordable and accessible to homeowners.

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

This case study describes Efficiency Maine's Home Energy Savings Program (HESP), one of the few large residential energy efficiency programs that has attempted to navigate the transition from rebate-focused offerings to financing focused offerings that better align with its limited budget.

This video provides an overview of training a local workforce to meet program needs, including meeting the needs of local contractors for new hires.

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

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 presentation shares the broad outreach efforts in Indianapolis.

This webcast reports on the energy efficiency services sector workforce size, expectations for growth, and training needs and features a case studies from Efficiency Vermont and Efficiency Maine.

This peer exchange call summary focused on integrating income-qualified programs into neighborhood sweeps.

This paper describes a wide variety of behavior change insights potentially applicable to the energy efficiency program context, provides examples of efficiency programs that have applied these insights, and explores some untapped opportunities to achieve energy savings through behavior change.

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

This is a sample request for proposals (RFP) from Philadelphia, Pennsylvania, for public information and marketing support.