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 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 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.

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 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.

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 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 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 summary from a Better Buildings Residential Network peer exchange call focused on approaches organizations can use to improve the efficiency and effectiveness of home upgrade programs, including strategies to streamline data entry and make continuous process improvements.

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.

The benefits of energy efficiency upgrades beyond money and energy savings include non-energy benefits that are often not communicated well. Multiple non-energy benefits include lower home maintenance costs, improved air quality and less sick days for adults and children, greater resiliency, and lower emissions. This presentation covers examples of how your program can fully realize the potential from all of these multiple non-energy benefits.

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.

This summary from a Better Buildings Residential Network peer exchange call focused on integrating health and home performance and discussed connecting energy efficiency and health.

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.

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 approaches to generate demand for energy efficiency upgrades at multifamily buildings.

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 approaches to improve and sustain quality customer service for residential energy efficiency work.

This summary from a Better Buildings Residential Network peer exchange call focused on three programs that would engage homeowners in energy efficiency programs.

This summary from a Better Buildings Residential Network peer exchange call focused on how to involve homeowners in staged energy efficiency upgrades and what information is appropriate to share with them at each stage.

This summary from a Better Buildings Residential Network peer exchange call focused on how pet-based marketing can promote residential energy efficiency.

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

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 combining solar and home performance energy efficiency.

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 summary from a Better Buildings Residential Network peer exchange call focused on evaluating and demonstrating the cost-effectiveness of energy upgrades to programs.

This marketing plan describes a social mobilization approach that leverages social networking, including social media, and word-of-mouth marketing to raise awareness and drive customers to program services. It provides strategies and tactics to target audiences most likely to participate, building on market research and audience segmentation to develop a message platform specifically designed to address their key motivating factors and barriers.

This contractor process flowchart from EnergySmart Colorado includes the phases of contractor qualifications review and preparation, site work, and follow up.

Example credit application from Fayette County Better Buildings.

There are more than 17 million multifamily households nationwide, yet they remain a significant and mostly untapped opportunity for energy efficiency gains. Many cities and states that have embraced energy retrofitting as a job creator and boon to both the environment and economy have yet to address potential savings in multifamily properties, primarily because of obstacles not faced by single family and commercial properties. This paper discusses two barriers -- a lack of information and financing -- that stand in the way of multifamily energy retrofits.

Table summarizing financing options for Colorado residents in EnergySmart Colorado territory.

In this video interview segment, Ludy Biddle with Neighborworks of Western Vermont describes the benefits of one-on-one communications between customers and the Neighborhood H.E.A.T. Squad program's energy advisors.

Overview of lessons learned from EnergySmart Colorado's energy advisor model.

This radio interview highlights how the NeighborWorks program in Vermont is raising awareness of home energy efficiency measures among residents through neighbor-to-neighbor outreach.

This summary from a Better Buildings Residential Network peer exchange call focused on state policies that help promote energy efficiency.

Example survey about a homeowner's experience with a visit from an energy advisor as part of EnergySmart in Boulder County, Colorado.

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 summary from a Better Buildings Residential Network peer exchange call focused on trends in contractor conversion rates.

This peer exchange call summary focused on leveraging home inspectors and others in the real estate transaction processes.

In this video interview segment, Marty Treadway of Energy Smart Colorado discusses how to avoid contractor frustration by testing data collection tools before deployment.

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

This presentation describes Sacramento Utility District's program and Marketing & Outreach lessons learned.

In 2011 the City of Boulder, Colorado enacted its “SmartRegs” ordinances that require all single family and multifamily rental properties to meet a minimum energy efficiency standard by January 2019. The SmartRegs initiative is designed to help the city achieve its ambitious carbon emissions reduction goals and to improve the quality, safety, and marketability of Boulder’s rental housing stock.

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 progress report provides community members and others interested in EnergySmart with a clear snapshot of its progress. The report also provides a timeline of energy efficiency policies and programs in Boulder County.

NeighborWorks of Western Vermont (NWWVT) contracted with The Cadmus Group, Inc., to evaluate its H.E.A.T. Squad program. The evaluation activities informed two main areas of interest: program and market effects, and impact and cost-effectiveness. To inform the evaluation, Cadmus surveyed participant and non-participant homeowners and interviewed program stakeholders.

Presentation on five steps to building a profitable contractor base. The steps include sensible program design and administration, certification and credentialing, communicating with contractors, contractor requirements (business vs. trade), and training and sales support.

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 peer exchange call summary focused on multifamily information technology tools for project information, marketing, assessment, tracking and evaluation.

LaborWorks@NeighborWorks is a nonprofit temporary labor pool developed by NeighborWorks of Western Vermont (NWWVT) to assist professional contractors involved with the NeighborWorks Home Energy Assistance Team (HEAT). In the first of this Focus Series, DOE interviews Melanie Paskevich, HEAT Squad coordinator, to get details on why NeighborWorks set up the temporary labor pool, how workers are recruited, and lessons learned for other programs to consider.

This webcast (Part III of a three-part series) covers how to choose and implement financing options that meet local needs.

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 case study discusses strategies that Fayette County, Pennsylvania used to provide Building Performance Institute (BPI) certification and business skills training to aspiring energy efficiency contractors.

This peer exchange call summary focused on timing program demand with seasonal fluctuation (e.g., contractor schedules, seasonal lulls).

EnergySmart Colorado uses surveys and a customer database to get feedback from homeowners that helps fine-tune program services and operations.

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

This market assessment for the Boulder County EnergySmart and City and County of Denver energy efficiency loan program identifies the potential loan customers and demand for an energy efficiency upgrade financing program.

This guide from Boulder County's EnergySmart service is an example of expectations and guidelines for contractor operations.

This lease agreement is an example of an equipment lease from the Fayette County equipment loan program for contractors.

This webcast discussed financial program management.

Clean Energy Works Oregon's (now Enhabit's) experience implementing an on-bill financing program.

Example of a program design flowchart showing key steps and relationships for the energy efficiency program in Eagle County, Colorado.

Presentation providing an overview of financing programs, a strategy for continuous improvement, tools for program management, a risk management strategy, and common risks associated with financing programs.

Example of an implementation plan developed by EnergySmart Colorado at the beginning of the implementation of its Better Buildings Neighborhood Program.

This presentation provides a list of resources and tips for running a social media campaign.

Building on its understanding of homeowners in Rutland County, Vermont, NeighborWorks of Western Vermont (NWWVT) enlisted respected local citizens and organizations to spread the word about home energy efficiency upgrade opportunities, an effort that helped drive demand for nearly 200 home upgrades in just six months

This presentation explains how to engage and motivate contractors and utility companies through the use of commitments, creating a dynamic program that they can become involved with, and the setting of standards for contractors.

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

Example Request for Proposal (RFP) to provide Boulder County, Colorado with support services for its Retrofit Ramp Up Program including a social mobilization campaign, database management services, and marketing/public relations services for the both the residential and commercial parts of the Program.

A sample request for proposals from Boulder County, Colorado, to develop an energy efficiency and renewable energy rebate program.

This is a sample request for proposals (RFP) from Eagle County, Colorado, for marketing services.

Webcast with information on financing structure design for four energy efficiency upgrade programs, including methods used to conduct market evaluations.

This report provides comprehensive information on state, federal, local, and utility incentives and policies that are in place to support renewable energy and energy efficiency.