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Knoll Senior Retirement Community used PACE financing to make significant building improvements of systems that were outdated or energy inefficient.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 publication summarizes program design, marketing, workforce development, and other key takeaways learned during Peer Exchange Calls.

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.

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 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 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.

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 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.

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.

This summary from a Better Buildings Residential Network peer exchange call focused on driving demand for energy efficiency by leveraging service calls and emergency repairs.

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

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

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 summary from a Better Buildings Residential Network peer exchange call focused on the benefits and challenges of program automation.

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 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 working with the real estate sector to promote and drive demand for energy efficiency.

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 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 case study focuses on the workforce training needs of upgrading historic homes in Charleston, SC.

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.

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.

This article promotes the Greater Cincinnati Energy Alliance's 2012 U.S. Green Building Council /Business Courier Green Business Award for Education/Outreach Ð Nonprofit. The award celebrated the program's outreach approach of reaching out to homeowners directly through community engagement and neighborhood canvassing.

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

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.

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 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 peer exchange call summary focused on grant funding investments, program design and revenue streams in the post-grant period.

This report from Climate Solutions analyzes small- to medium-sized American cities that are using successful methods to further clean energy economic development. Better Buildings Neighborhood Program partners that are featured in the report include Bainbridge Island and Bremerton, Washington; Boulder, Colorado; Bedford, New York; Madison, Wisconsin; and Grand Rapids, Michigan. The report includes details on the how the featured cities funded their projects, found successful models to reach their goals, and to see which new projects are off to a promising start.

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 the challenges and strategies for marketing commercial financial products and attracting financial institutions.

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.

As part of its "intentional learning" process, Charleston WISE collects information from homeowners that helps the program systematically test assumptions and implement continuous improvement.

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 peer exchange call summary focused on a general overview and implementation plan of the PACE program.

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

This webcast discussed financial program management.

This webcast discusses financing program RFPs and contract terms and conditions.

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

This strategic plan describes the goals, objectives, market, and business model for the Greater Cincinnati Energy Alliance's energy efficiency program and service offerings.

Survey for consultants participating in Green Madison and Me2 programs about their experiences with the programs.

Presentation from the Greater Cincinnati Energy Alliance on how to conduct a real-time evaluation of programs and services.

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.

Example Me2 and Green Madison process evaluation plan to conduct an in-depth investigation and assessment of the major program areas.

Survey for people who signed up to participate in the Me2 program for home performance assessments, but ultimately decided not to participate. The goal of the survey is to help improve services for future participants.

Participant survey sent to Me2 customers that have completed at least the initial Energy Advocate visit.

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.

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

This peer exchange call summary focused on the challenges and effective combinations of quality assurance strategies.

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

This report analyzes the energy efficiency opportunity presented to the greater Cincinnati region. Analysis of the region and the Greater Cincinnati Energy Alliance (GCEA) programs shows potential energy cost savings, including positive cash flow from energy cost savings that consistently exceed loan payments, for both residential and nonprofit participants. Investment in energy efficiency could make counties more competitive, create jobs, reduce pollution, and help homeowners and nonprofits make cross-cutting building improvements.

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.

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

This peer exchange call summary focused on the different types of evaluation methods for residential and commercial 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.

This is a community workforce agreement between the City of Milwaukee and the Wisconsin Energy Conservation Corporation.

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

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.