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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.

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.

This report consists of a literature review and in-depth interviews with subject matter experts in the Home Performance with ENERGY STAR (HPwES) program area. The goal was to compare Delaware Sustainable Energy Utility (DESEU) HPwES Programs with peer-programs across the United States. The report also identifies key metrics and emerging trends regarding program design.

Fort Collins Utilities and partners, Platte River Power Authority (PRPA) and CLEAResult, launched Efficiency Works-Home program, the Efficiency Works- Neighborhoods (EW-N) Pilot. The Pilot is a new model of Utility Energy Efficiency conservation program that is designed for the scale and comprehensiveness of EE and renewables needed to meet the City of Fort Collins Climate Action Plan in the existing home sector.

This report reviews the costs and benefits of EmPOWER Maryland through 2015 with a focus on statewide benefits.

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.

This report for the Connecticut Energy Efficiency Board provides a review of best practices in impact evaluation, recommendations for calculating oil and propane savings, and discusses the impact evaluation findings for the Home Energy Services (HES) and Home Energy Services-Income Eligible (HES-IE) Programs. This best practices review provides an overview of key evaluation protocol and guideline documents.

This business plan introduces Southern California Gas Company (SoCal Gas) and the company's vision and goals. It provides detailed strategies and approaches for achieving goals, as well as budgets for activities.

Year in review annual report which includes program data and success stories.

This business plan outlines California Central Coast Regional Energy Network's (3C-REN) core design elements - the crucial component of a phased implementation approach to overcome potential barriers, forecasted budget requirements - and shows how measuring success with a comprehensive set of metrics and tools will lead to the anticipated program improvement outcomes and market transformation goals.

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.

The presentation covers evaluation results and recommendations for California’s Statewide Marketing, Education and Outreach (SW ME&O) program.

The COOL SMART impact evaluation team conducted an in situ study of ductless mini‐split heat pumps (DMSHPs) in Massachusetts and Rhode Island. This report presents the consumption and savings analysis of the DMSHP study.

This report presents the process evaluation results on the statewide Home Upgrade Program and includes findings on program operations, participant engagement, non-energy impacts, contractor characteristics, and contractor-customer interactions.

This report presents findings of a process evaluation of Cape Light Compact's Creating Awareness for Power Efficiency Initiative, which included in-depth interviews with 27 customers of varying participation levels. It also includes the results of an impact evaluation using econometric analysis to estimate savings.

This report presents the results of the evaluation of National Grid Rhode Island's 2014 EnergyWise program. EnergyWise is designed to achieve energy savings in single family (1-4 unit) residential homes by directly installing efficient lightbulbs and water heating measures, providing devices for homeowner use, and offering building shell retrofit rebates.

This report provides the electric and natural gas impacts from the suite of National Grid Multifamily Retrofit Programs as determined through a billing analysis.

This presentation discusses how Energy Upgrade California streamlined its program through improvements in its HPXML and IT software.

This handout summarizes the key lessons learned regarding marketing and outreach contained in the Better Buildings Residential Program Solution Center.

Volume 2 of the Better Buildings Neighborhood Program Evaluation Report comprises a measurement and verification process, as well as billing regression analysis on projects with sufficient utility bill data, to determine gross verified savings.

Volume 4 of the Better Buildings Neighborhood Program Evaluation Report assesses the degree to which the Better Buildings Neighborhood Program met its process goals and objectives to identify the most effective program design and implementation approaches.

Volume 6 of the Better Buildings Neighborhood Program Evaluation Report provides findings from a comprehensive impact, process, and market effects evaluation of the program period, spanning from September 2010 through August 2013. This volume includes case studies that describe successful strategies that programs used during the evaluation period.

This Multifamily Technical Reference Manuals (TRMs) provide documentation for the Trust's calculation of energy and demand savings from energy efficiency measures.

This presentation describes how APS' decision to switch to flexible requirements for energy assessment and modeling software and data transfer using HPXML standards reduced administrative time and improved contractor satisfaction.

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

This report documents findings and recommendations from an impact evaluation of the California Energy Commission’s California Comprehensive Residential Retrofit program, a statewide energy upgrade program funded by the American Recovery and Reinvestment Act of 2009. The program funded local and regional subrecipients to develop and test initiatives aimed at transforming the residential energy upgrade market and building an infrastructure for whole-building energy upgrades. These local and regional governments collaborated with California’s major utilities to jointly conduct the statewide Energy Upgrade California program.

The Multi-State Residential Retrofit Project is a residential energy-efficiency pilot program, funded by a competitive U.S. State Energy Program (SEP) award through the U.S. Department of Energy. The Multi-State Project operates in four states: Alabama, Massachusetts, Virginia, and Washington. During the course of this three-year process evaluation, Cadmus worked closely with NASEO and the four states to collect information about the programs from many perspectives, including: State Energy Office staff, program implementers, homeowners, auditors/contractors, real estate professionals, appraisers, lenders, and utility staff. This report discusses: the project’s context; its goals; the evaluation approach and methods; cross-cutting evaluation results; and results specific to each of the four states.

This memo provides a review of the New Jersey Comfort Partners Energy Saving Protocols, recommends changes to the calculations and additional calculation protocols for measures not included, and calculates engineering estimates for those proposed energy savings formulas.

Energy Trust of Oregon analyzes customer perceptions about energy efficiency.

This presentation provides an overview of the results and lessons learned from 41 community partners that participated in the Better Buildings Neighborhood Program. It also provides an overview of the Better Buildings Residential Program Solution Center.

Overview of Michigan Saves' employer outreach initiative to drive uptake of home energy upgrades.

This report presents the impact evaluation conducted of the 13 programs in the Southeast Consortium Better Buildings Neighborhood Program (BBNP).

This report presents the phase 2 process evaluation conducted of the 13 programs in the Southeast Consortium Better Buildings Neighborhood Program (BBNP).

This report provides an independent analysis of the economic performance of SEEA's 13-city, U.S. Department of Energy-funded energy efficiency upgrade consortium from 2010 to 2013. It estimates the net impacts of SEEA's energy efficiency programs on the economy of the southeast region as a whole, and on the economies of the states with participating programs.

This study of Energy Upgrade California aims to: establish baseline consumer brand awareness; understand consumer associations with the brand; and understand consumer awareness of energy management and bill savings opportunities and barriers to taking action on those opportunities.

This report presents impact evaluation results for the Energy Savers program for large multi-family buildings. The Energy Savers program is run by CNT Energy and Community Investment Corporation. Initiated in January 2008 and now in its fifth year of existence, the Energy Savers program involves a variety of services to promote energy efficiency improvements for multi-family residential buildings of 5-50 units in the affordable housing market segment.

This presentation provides an overview of PSE&G's Multifamily Housing Program, highlighting drivers, incentive structure, results, and lessons learned.

This presentation from Clean Energy Works Oregon (now Enhabit) covers their "One-Stop Shop" Home Energy Remodel process where customers were guided through a four-step process: apply, assess, finance, and transform. This simple process gave customers access to a comprehensive package of services that included assistance from an independent energy advisor.

Presentation describing NYSERDA's alternative underwriting approach for its target market.

This presentation describes Sacramento Utility District's program and Marketing & Outreach lessons learned.

This report focuses on four utilities in California. The research for this report included reviewing program documents and tracking databases, conducting two rounds of interviews with four investor owned utility program managers, interviewing California Public Utility Commission staff members and an intervener, surveying 76 on-bill financing program participants and 29 vendors who helped deliver the program, interviewing 12 account executives, and conducting six focus groups across California with 46 energy audit participants who had not participated in on-bill financing.

Presentation on efforts of Cleveland to create a sustainable business model.

This presentation describes the Global Green New Orleans program and lessons learned about designing custom messages for specific markets.

This presentation describes the brand, messaging strategy, and campaign tactics used by Philadelphia EnergyWorks to reach its target audience.

This presentation talks about Energy Upgrade California's Flex Path pilot program which offers a menu of upgrade options for homeowners to select. Its flexible approach has been popular with middle-income homeowners interested in upgrades.

This policy brief describes how NYSERDA's Assisted Home Performance with ENERGY STAR Program increases access to financing through tiered underwriting criteria.

Presentation on the SustainableWorks non-profit general contractor model for supporting energy upgrades in Washington state and lessons learned for implementing a whole house approach.

This presentation from Efficiency Maine shows early adopters and higher income residents tend to take advantage of large incentives, but smaller incentives may be a way to engage a broader range of income levels.

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 presentation highlights the Connecticut Energy Efficiency Fund's efforts to integrate HVAC contractors, builders, and remodelers into its home performance program, which expanded its customer base and significantly scaled up the program. It includes lessons on outreach strategies for integrating these types of contractors into the program.

This presentation describes Connecticut Neighbor to Neighbor Energy Challenge program and lessons learned on community engagement as a driver of demand.

This presentation describes One Change's program and lessons learned about designing custom messages for specific markets.

The RePower programs in Washington State convened local community leaders, organizations, contractors, and program partners for a planning summit to consider the benefits and challenges of different business models for the post-grant period. Participants considered four models: non-profit organization, utility, county or city government, and private sector.

This final report for the Retrofit LA Program includes activities, metrics, accomplishments.

Evaluation reports from the Seattle Community Power Works program. The city of Seattle worked to encourage efficiency upgrades for single-family and multi-family residences, small businesses, hospitals, and large commercial and municipal buildings.

This mid-program evaluation includes extensive analysis of program sectors, including results of surveys of participants, and summarizes lessons learned to date.

Presentation that focuses on grantee program-utility partnership models from the programs perspective.

This presentation describes STEP-UP Maryland's program and lessons learned about designing custom messages for specific markets.

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

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 report summarizes the results of five neighborhood sweeps, covering more than 2,000 households in Michigan.

This market assessment for the City of Greensboro, North Carolina identifies the customers and potential demand for an energy efficiency upgrade financing program.

Headquartered at The University of Texas at Austin, Pecan Street Inc. is a research and development organization focused on developing and testing advanced technology, business model and customer behavior surrounding advanced energy management systems. Their flagship effort is the Pecan Street Demonstration Project that began in an Austin community. This presentation discusses collecting and using data to assess and improve the Pecan Street Project.

This presentation outlines the techniques for collecting and evaluating energy efficiency program evaluation data, including data related to marketing efforts.

This Los Angeles County, California, presentation shares how to build broad, positive awareness of and support for programs; gain the tools and resources to align and coordinate marketing efforts; and increase flexibility and responsiveness in messaging and scope.

This report highlights the impact of investment for Portland, Oregon in terms of high-quality job creation, equitable hiring, inclusive business opportunities, standardized training, and energy conservation.

Brief presentation on the experience of a Massachusetts energy utility, National Grid, with the Home Performance with ENERGY STAR program.

An overview of program design, achievements, and lessons learned for the reEnergize program in Omaha.

This market assessment for the St. Louis Residential Energy Efficiency Loan Program identifies the customers and potential demand for an energy efficiency upgrade financing program.

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

Presentation describing sustainable revenue sources for local energy alliances.

This planning document from Community Power Works of Seattle, Washington, includes flow charts and tables designed to help guide both the initial launch of the program, which includes setting goals, and its ongoing development.

This market assessment evaluates lending options for funding energy efficiency upgrades in North Carolina.

This presentation outlines the steps Connecticut's Neighbor to Neighbor Energy Challenge program took to obtain and sort useful feedback from surveys and volunteer observations.

Los Angeles County presented its market research analysis.

This presentation summarizes the market research that was performed by various Better Buildings Neighborhood Program partners.

This market research study identifies key stakeholders; builds and executes a survey to help determine the appropriate segmentation, targeting, and positioning (STP) strategy; and develops marketing tactics as part of an integrated marketing communications plan to help launch the program.