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.

Ivy Knoll Senior Retirement Community used PACE financing to make significant building improvements of systems that were outdated or energy inefficient. Through PACE financing, Ivy Knoll management was able to select improvements that had the highest energy savings but also came with higher upfront costs for the 7-story, all-electric building.

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.

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 involve homeowners in staged energy efficiency upgrades and what information is appropriate to share with them at each stage.

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.

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.

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

In this Focus Series interview, Greater Cincinnati Energy Alliance (GCEA) leaders describe how GCEA helped jump-start the region's home performance contracting market by removing a common barrier to entry for contractors -- investing in new equipment.

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

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

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.

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

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 summary from a Better Buildings Residential Network peer exchange call focused on the challenges, strategies and advantages of  operating as a prime contractor.

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.

This peer exchange call summary focused on unique fee-for-service revenues as related to program sustainability.

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.

In this video interview segment, Andy Holzhauser of Greater Cincinnati Energy Alliance discusses the importance of making early investments in infrastructure (i.e., staff and technology).

In this video interview segment, Andy Holzhauser of the Greater Cincinnati Energy Alliance discusses the importance of programs empowering contractors to sell upgrades and loans.

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

This guide from the Greater Cincinnati Energy Alliance provides an example of protocols for home energy assessments and upgrades.

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.

In this video interview segment, Andy Holzhauser of the Greater Cincinnati Energy Alliance discusses how programs can create more effective loan products by first identifying existing loan products and then working to make them better for homeowners and contractors.

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

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

Presentation describing the Greater Cincinnati Energy Alliance program and tactics used to drive demand and enhance service delivery to make the program simpler for customers.

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 peer exchange call summary focused on activities to streamline service delivery to customers.

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

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

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

This webcast offers information on successful marketing strategies, as well as design considerations and market research insights for creating and marketing successful projects in specific neighborhoods.

This report shares strategies for marketing local energy efficiency programs, particularly through focused messaging, leveraging partnerships, and social media.

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.

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

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.

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

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

Presentation on the organization, funding structure, and market focus of the Greater Cincinnati Energy Alliance.

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.

This webcast presents lessons learned in marketing, communication, and outreach, including lessons related to marketing plans.

This sample RFP from Chicago can be used as an example when developing a communications strategy.

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.