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Author(s)
U.S. Department of Energy
Publication Date

The Better Buildings Financing Navigator is a web-based tool designed to help private and public sector organizations discover financing solutions for energy efficiency projects that meet their unique needs. Through the Financing Navigator, multi-family building owners, facility and energy managers, and other decision-makers can connect with financiers, including banks and financial institutions, to pursue energy-saving measures.

Author(s)
California Public Utilities Commission
Publication Date
Organizations or Programs
Energy Upgrade California

The goal of the Marketing Education & Outreach (ME&O) Program is to motivate consumers to take action on energy efficiency/conservation measures and change their behavior. The program strives to both increase consumer awareness and facilitate the ability to act and incorporate technological advances or behavior change using all available resources to reduce energy and choose clean energy options. This Five-Year ME&O Strategic Roadmap includes two main sections: (1) the objectives, strategies, and metrics for customer engagement and how these strategies will lead greenhouse gas reduction and energy efficiency goals of the California Public Utilities Commission.

Author(s)
California Public Utilities Commission
Publication Date
Organizations or Programs
Energy Upgrade California

This document reflects what the California Public Utilities Commission’s customer engagement campaign will accomplish from April 1, 2017 through March 31, 2018. It also includes goals and objectives, target audiences, high-level approaches and strategies, metrics, and implementation roles and responsibilities for each strategy.

Author(s)
U.S. Department of Energy
Publication Date

This summary from a Better Buildings Residential Network peer exchange call focused on using tailored messaging and approaches to meet the unique needs of families. Building Doctors is the featured speaker.

Author(s)
Nexus Energy Center
Publication Date

This organization's community outreach YouTube channel includes more than 40 videos about energy efficiency topics and the services the program provides to homeowners.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
City of Fort Collins Utilities

The City of Fort Collins, Colorado increased the number of homes that are energy efficient through the use of community-based social marketing. Strategies to maximize impact included identifying neighborhoods based on data analysis, simplifying the process for completing upgrades, and using trusted messengers for delivery of tailored messages on energy efficiency services.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Small Town Energy Program (STEP),
Baltimore Energy Challenge,
Efficiency Maine,
Energy Impact Illinois,
Efficiency Nova Scotia,
CoMo Energy Challenge,
Empower Chattanooga,
Somerville Energy Efficiency Now!,
PG&E,
Seattle City Light,
City of Fort Collins

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.

Author(s)
Energy Circle, LLC
Publication Date

This conversion rate spreadsheet was developed to assist Home Performance with ENERGY STAR (HPwES) participating contractors.

Author(s)
Energy Circle, LLC
Publication Date

This marketing plan template was developed to assist Home Performance with ENERGY STAR (HPwES) participating contractors develop their marketing plans.

Author(s)
Noah Proser, Pacific Gas and Electric Company
Publication Date
Organizations or Programs
Pacific Gas & Electric Company (PG&E)

This presentation describes how PG&E is using advanced metering infrastructure (AMI) to enhance their advanced home upgrade whole-house retrofit program, on-bill financing, and residential pay for performance (P4P) program.

Author(s)
Elevate Energy
Publication Date
Organizations or Programs
Elevate Energy

This flyer provides information about the program's upgrade process, financing, benefits of the program and of home energy upgrades, and eligibility requirements.

Author(s)
Energize New York
Publication Date
Organizations or Programs
Energize New York,
New York State Energy Research and Development Authority (NYSERDA)

With project funding from Energize NY PACE and incentives from NYSERDA's Multifamily program, Natlew Corporation was able to make energy efficiency upgrades to their multifamily affordable housing complex in Mount Vernon, NY.

Author(s)
Greg Leventis,,
Lawrence Berkeley National Laboratory
Publication Date

This presentation provides an overview of energy efficiency financing for low- and moderate-income households, including a sector overview, consumer protections, financing products, and lessons learned.

Author(s)
State and Local Energy Efficiency Action Network
Publication Date
This SEE Action report offers state and local policymakers, state utility regulators, program administrators, financial institutions, consumer advocates and other low- and moderate-income (LMI) household stakeholders an understanding of the relationship between LMI communities and energy efficiency; lessons learned from existing energy efficiency financing programs serving LMI households; and the financing products these programs use and their relative advantages and disadvantages.
Author(s)
Community Investment Corporation,
Elevate Energy
Publication Date
Organizations or Programs
Elevate Energy

This presentation provides an overview of the Energy Savers program for affordable rental housing, its loan structure, and lessons learned.

Author(s)
Greg Leventis, Lawrence Berkeley National Laboratory,
Bruce Schlein, Citi,
Curtis Wynn, Roanoke Electric Cooperative,
Karyn Sper, Fannie Mae,
Philip Henderson, Natural Resources Defense Council
Publication Date

This presentation provides an overview energy efficiency financing products and opportunities for consumer protections and program expansion for low and moderate income customers in the single- and multifamily residential market sectors.

Author(s)
PACE Equity
Publication Date

PACE Equity worked closely with CRE Investment Financing to develop and fund a new construction, micro-apartment project in the Sloans Lake area of Denver. This project is the first new construction PACE project in Colorado, as well as the first PACE project completed in Denver.

Author(s)
Becky Schaaf, Stewards of Affordable Housing for the Future,
Dick Santangelo, Apollo Engineering Solutions,
Stefen Samarripas, American Council for an Energy-Efficient Economy
Publication Date

This presentation provides an overview of ACEEE's nationwide study of utility provider incentives for the multifamily buildings sector, as well as a broad overview of other sources of funds for energy and water conservation. This session covered the latest news regarding state energy programs, local green banks, weatherization funds, tax credits, and more.

Author(s)
U.S. Department of Energy
Publication Date

Home Energy Score is an online tool used by assessors to rate a home’s energy efficiency on a scale of 1 to 10, with a score of 10 indicating that the home has excellent energy performance and a score of 1 indicating that the home needs extensive energy improvements. Once a home is scored, homeowners receive recommendations on how to improve their score.

Author(s)
American Council for an Energy-Efficient Economy
Publication Date
This report includes practical recommendations for framing home energy upgrade messages that can be used by assessors and programs.
Author(s)
American Council for an Energy-Efficient Economy
Publication Date
This report summarizes the results of an experiment with nearly 2,000 American homeowners and explores the latest research on motivators and barriers to energy efficiency upgrade investments. The report reveals that financial motivators are part of the equation, but not the only part. The report delves into the art of message framing for home energy upgrades and includes several practical recommendations for assessors.
Author(s)
American Council for an Energy-Efficient Economy
Publication Date
This resource includes tips on how to talk about home energy upgrades with homeowners. It is based on research of what works and what does not when conducting a home energy audit.
Author(s)
U.S. Department of Energy
Publication Date

This summary from a Better Buildings Residential Network peer exchange call focused on types of financing used to support home energy upgrades, including Warehouse for Energy Efficiency Loans (WHEEL) and on-bill financing (OBF) through rural electric cooperatives. It featured speakers from the Energy Programs Consortium and The Electric Cooperatives of South Carolina, Inc.

Author(s)
California Delivers
Publication Date
As California moves forward with implementation of new energy efficiency targets in the residential sector, California Delivers offers this background resource for journalists. It includes: an overview of CaliforniaÕs energy efficiency targets and state/federal efficiency programs; a review of barriers to efficiency investments in low-income multifamily housing and strategies to overcome them; relevant facts, figures, and definitions; and a list of experts available for interview.
Author(s)
U.S. Department of Energy
Publication Date

This summary from a Better Buildings Residential Network peer exchange call emphasizes the health benefits of upgrades to make your program relevant to potential partners and audiences. Speakers include the City of Fort Collins, Colorado and  Green & Healthy Homes Initiative Greater Syracuse, Home Headquarters.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Denver Energy Challenge,
Efficiency Nova Scotia,
Energize Delaware,
Watt Watchers,
Empower Chattanooga,
Energy Upgrade California

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.

Author(s)
Northwest Energy Efficiency Alliance
Publication Date
Organizations or Programs
Energy Upgrade California
This presentation covers details of an in-store market test for Super-Efficient Dryer (SED) marketing collateral. Five different marketing message concepts were created based on previous consumer research. The concepts include: an image, a headline of the key benefit, and a brief product description to drive credibility.
Author(s)
Northwest Energy Efficiency Alliance
Publication Date
Organizations or Programs
Energy Upgrade California

This presentation covers details of an in-store market test for Super-Efficient Dryer (SED) marketing collateral. Five different marketing message concepts were created based on previous consumer research. The concepts include: an image, a headline of the key benefit, and a brief product description to drive credibility.

Author(s)
Ouachita Electric Cooperative,
Eetility
Publication Date
Organizations or Programs
HELP PAYS

This report reviews Ouachita Electric Cooperative's transition to its HELP PAYS® tariffed on-bill investment program. This analysis uses data for the first nine months of the program launched in 2016. Some of those benefits are being validated immediately by the market response in the service area compared to the same period of the prior year with HELP, the on-bill financing program that HELP PAYS replaced.

Author(s)
California Statewide Communities Development Authority
Publication Date

This document defines consumer protection policies for California's statewide Open PACE program, which is implemented at the local level for residential and commercial property owners. Property assessed clean energy (PACE) programs enable homeowners to finance energy efficiency, renewable energy, and water efficiency improvements. These recommended consumer protection policies can help guide PACE Program implementation to ensure homeowners realize maximum benefit.

Author(s)
Energy Programs Consortium
Publication Date
This report on clean energy finance programs provides state and local government officials with a comprehensive resource on residential PACE history, legal and financing structures, terms and administrators. The report described how the program works, how local governments can set up their own programs and how they are financed. The report further describes PACE's growth, the legal challenges it has faced thus far, and consumer protection concerns that have been raised by consumer advocates.
Author(s)
Diana Duva, State of Connecticut,
Benjamin Healey, Connecticut Green Bank,
Joe Pereira, State of Colorado,
Jennifer Gremmert, Energy Outreach Colorado,
Michael DiRamio, U.S. Department of Energy
Publication Date
Organizations or Programs
Energize Connecticut,
Energy Outreach California,
Energy Outreach Colorado

In this presentation, state and nonprofit leaders in Colorado and Connecticut discuss their policy and program efforts to offer rooftop and community solar and weatherization services and how they are scaling their programs to meet the needs of the underserved income-eligible market.

Author(s)
Energy Circle, LLC
Publication Date

This white paper covers the very basics of social media for home performance businesses. It describes how to set up a Home Performance profile on Facebook, Twitter, LinkedIn and Home Energy Pros; content creation ideas for social media accounts; and advanced strategies for improving reach in social media.

Author(s)
U.S. Department of Energy
Publication Date

This summary from a Better Buildings Residential Network peer exchange call focused on working with the real estate sector, including NAR Green designation for realtors. Speakers include Sustainable Real Estate Consulting Services, Renewablue, and National Association of REALTORS.

Author(s)
Brian Stickles, American Council for an Energy-Efficient Economy,
Anmol Vanamali, Vermont Energy Investment Corporation,
Joe Indvik, JDM Associates
Publication Date

This presentation covers the state of the efficiency financing industry and topics including trends in both new and old financing products, key policy changes affecting the industry, and the market outlook for 2018 and beyond.

Author(s)
U.S. Department of Energy
Publication Date

This summary from a Better Buildings Residential Network peer exchange call focused on best practices on upgrades for zero energy ready homes. Speakers include  Florida Solar Energy Center and BIRAenergy.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Consumers Energy Smart Energy Challenge,
Focus on Energy

This summary from a Better Buildings Residential Network peer exchange call focused on key challenges and opportunities to deploy interactive engagement strategies including customer segmentation, loyalty and reward programs, and gamification. It features speakers from Fiveworx, ICF International, and Cool Choices.

Author(s)
Consumer Federation of America
Publication Date

This marketing press release describes 12 tips for consumers to save energy and money in celebration of the first Energy Efficiency Day.

Author(s)
American Council for an Energy-Efficient Economy
Publication Date
This report uses program and marketing/outreach data collected from utility programs to identify best practices for achieving high participation in multifamily energy efficiency programs. Through program data and interviews, this research compares costs, savings, and participation across programs and provides a more in-depth overview of the marketing and outreach strategies being implemented to reach multifamily customers
Author(s)
U.S. Department of Energy
Publication Date

This document provides updated best practice guidelines to help implement the Policy Framework for PACE Financing Programs, initially announced on October 18, 2009. DOE has developed these revisions to the original “Guidelines for Pilot PACE Financing Programs,” initially issued on May 7, 2010, to reflect the evolving structure of the PACE market and incorporate lessons learned from various PACE programs that have been successfully implemented. The revised and updated guidelines focus specifically on best practices and guidelines for residential PACE financing programs.

Author(s)
California Energy Commission
Publication Date

This study focused on barriers to, and opportunities for, solar photovoltaic energy generation; opportunities for, access to other renewable energy by low-income customers; contracting opportunities for local small businesses in disadvantaged communities; low-income customers to energy efficiency and weatherization investments, including those in disadvantaged communities. It also provides recommendations on how to increase access to energy efficiency and weatherization investments to low-income customers.

Author(s)
Opinion Dynamics Corporation
Publication Date
Organizations or Programs
Energy Upgrade California

This report presents findings from the Cross-Cutting Process Study of California’s 2013-2015 Marketing, Education and Outreach (ME&O) efforts. This study has three overarching goals: to assess how well coordination occurs between the Statewide ME&O administrator and the Investor Owned Utility (IOU) and Regional Energy Network (REN) Program Administrators (PAs); to document ME&O design and implementation activities, and to document how consumers engage with ME&O.

Author(s)
Opinion Dynamics Corporation
Publication Date
Organizations or Programs
Energy Upgrade California

The purpose of this study is to document the effects of California’s Statewide Marketing, Education and Outreach (SW ME&O) program. The primary objective of this study is to assess the effectiveness of SW ME&O efforts overall, as well as against established performance metrics.