This toolkit supplies evaluators doing energy efficiency evaluations in California with the latest versions of the key documents, rulings, and tools, that define, inform or control their evaluation efforts.

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.

The catalog is a compilation of state and local energy efficiency potential studies to serve as a resource for energy planners and as a baseline for future analyses.

This tool from Pacific Gas & Electric Company (PG&E) provides homeowners with a list of contractors, based on their location, to schedule an energy assessment or in-home consultation.  It also provides a direct link to state license information.

This tool provides Southern California Edison (SCE) and Southern California Gas (SoCalGas) customers with a list of Energy Upgrade California participating contractors, home performance skills, license information, and the languages spoken by the contractors.

This calendar provides Illinois Home Performance's participating contractors with information on upcoming residential energy efficiency trainings or events on topics such as HVAC quality installation and an introduction to building science.

This free hotline is provided by Illinois Home Performance to help homeowners and energy professionals find quick answers to building science questions.

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.

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 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).

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.

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

Better Buildings Energy Data Accelerator (BBEDA) partners Salt Lake City, the investor-owned electric utility Rocky Mountain Power (RMP), and the investor-owned natural gas utility Questar worked with community stakeholders throughout 2014 and 2015 to design and implement a data access solution. As a result, RMP created a data access portal for its customers in 2016, and Questar is working toward a data access solution that will be operational by 2017.

The key challenge with quantifying savings from end-use efficiency activities is the identification of an accurate baseline from which to determine the savings. Regardless of the protocol or procedure applied, all savings values are determined by estimating likely energy use in the absence of the program or project (the “counterfactual” scenario, or baseline). This webcast provides an introduction to considerations and common practices for defining baselines, the relationship between baselines and savings attribution, and examples of how different jurisdictions are addressing market baseline studies, setting baselines for retrofit measures, and market transformation program baselines.

This multifamily showcase project profiles the significant energy improvements as well as annual energy savings of 20 percent and cost savings of $68,000 at Los Robles Apartments located in Union City, CA. Los Robles was one of the first Low Income Housing Preservation and Residential Homeownership Act (LIHPRHA) projects in the country to leverage Low-income Housing Tax Credits (LIHTC) and private capital to finance comprehensive energy- and water-efficiency retrofits.

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 case study focuses on how the Community Home Energy Retrofit Project engaged the community in home energy upgrades.

This webcast covers a report that is a comparative analysis of utility-run behavior programs, which lays the groundwork for further program development by developing a classification scheme, or taxonomy, that sorts programs into discrete categories.

This webcast provides an introduction to cost-effectiveness testing for energy efficiency programs. It also covers key drivers in the cost-effectiveness results and cost-effectiveness tools developed for the U.S. Department of Energy.

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.

This plan outlines a brand and marketing strategy to establish Energy Upgrade California as California's central energy management brand and motivate residential and small business energy consumers to take action to better manage their energy use through the brand's comprehensive statewide marketing, education, and outreach campaigns.

This plan presents the marketing education and outreach plan for Energy Upgrade California's financing pilots.

This webcast provided an overview of on-bill financing programs, and presented three case studies: Manitoba Hydro, New York State Energy Research and Development Authority, and Pacific Gas & Electric (California).

Illinois Home Performance provides co-branding opportunities for participating contractors, including co-branding on program marketing materials.

This webcast discusses the background for U.S. Department of Energy’s Smart Grid Investment Grant (SGIG) consumer behavior study effort; the various utilities who are participating and what they each plan to include their respective studies; the quantitative results and qualitative lessons learned thus far from these studies; and the types of research will be undertaken by LBNL over the next several years.

This packet contains all the contractor reporting and verification forms required by Energy Impact Illinois.

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.

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 report highlights program and policy attributes that enable successful on-bill programs based on analysis of four program case studies.

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.

Energy Impact Illinois (EI2) conducted 1,600 phone surveys of mid- to high-income households. Its aim was to test program messaging and gauge attitudes toward home improvements and energy efficiency upgrades. The surveys provided a number of insights on the target audience's decision process.

This report contains information on the market for home performance upgrades and the opportunities that exist for new home performance contractors; start-up needs and costs for firms entering the home performance contracting industry; home performance business approaches; and how established home performance contractors attract customers. It also contains detailed profiles of eight successful home performance firms across the United States.

This toolkit provides information about including and using relevant green data fields in the MLS. This information can help buyers quickly find green homes; make it easy to promote the special features of a green home; and support comparisons when it is time to appraise a green home.

Story on how California homeowners are learning about energy efficiency by touring demonstration homes.

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

Homeowner survey created by the utility to inform their whole home upgrade program.

Mission, goals and objectives of the Regional Climate Protection Authority.

Case study highlighting San Diego's use of QECBs to finance a city lighting upgrade.

This policy brief describes how Austin Energy's Home Performance with ENERGY STAR program worked with its lending partner, Velocity Credit, to originate almost 1,800 loans, totaling approximately $12.5 million.

Survey form used by Energy Upgrade California to assess open house tour attendee interest in obtaining further information about upgrade opportunities.

This webcast discussed financial program management.

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

This webinar highlights the best practices of state and local benchmarking and disclosure policies. It discusses benchmarking and its place in the larger context of energy management planning and explores in detail some of the choices governments face when implementing these policies.

Example loan loss reserve fund agreement.

This webcast focused on advanced topics for local government-utility partnerships, with presentations from local governments and their partnering utilities that have well-developed, multi-year relationships and programs.

This case study describes Austin Energy's short-term, comprehensive rebate/financing offer to jump-start participation and valuable lessons learned along the way.

This case study discusses strategies that Austin Energy, a municipally owned utility, used to collaborate closely with building contractors to launch a new Best Offer Ever promotion quickly and effectively.

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

A project planning timetable template from Austin Energy that reflects all program planning activities, including marketing.

Sample script Los Angeles County used to survey homeowners about energy issues.

Webinar presenting methods for increasing communication within a marketing team. LA County and Oregon BBNP grantees also share their experiences regarding market research and outreach strategy development.

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

This one page form is used by Austin Energy to document Home Performance With Energy Star analysis results.

This case study describes the experience of HartmanBaldwin, an architecture and construction company in Pasadena, CA, in becoming Home Performance with ENERGY STAR certified contractors. It includes a detailed example of a home performance upgrade from start to finish based on building science and other principles of the Home Performance with ENERGY STAR training program

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

This webcast discussed program administration for PACE financing programs.

This webcast featured four presentations providing examples and best practices for revolving loan funds.