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 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 report examines how State Energy Offices and state-level partners are supporting growth and uptake of Commercial Property Assessed Clean Energy (C-PACE) financing around the country. The report offers examples, insights, and strategies for State Energy Offices, green banks, state financing agencies, and other public and private entities to catalyze, accelerate, organize, and expand C-PACE markets.

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 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.

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

This peer exchange call summary focused on best practices for building and maintaining a robust contractor network.

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 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 pet-based marketing can promote residential energy efficiency.

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 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.

This case study discusses Denver Energy Challenge's adjustment from focusing on door-to-door outreach to an energy advisor model that allowed customers to receive one on one support throughout the home energy upgrade process.

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

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

Flier that summarizes energy efficiency financing offered by Xcel Energy's financing partners.

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

This peer exchange call summary focused on tracking and using data to support revenue streams.

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.

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

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 presentation highlights key plan elements that helped a Denver energy efficiency program reorient toward success.

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

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

This webcast discussed financial program management.

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

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

This webcast served as a roundtable for communities to describe successful partnerships between local governments and utilities that enabled the local governments to implement new clean energy programs or enhance existing ones.

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.

Outlines five public-private financing mechanism options for energy efficiency upgrades programs, including on-bill financing, PACE financing, and loan loss reserve funds.

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.

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 discussed the broad spectrum of needs financing mechanisms must address within integrated energy efficiency programs.

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.