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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)
Energy Futures Group,
Lawrence Berkeley National Laboratory,
U.S. Department of Energy
Publication Date
Organizations or Programs
Efficiency Maine,
Connecticut Home Energy Savings Program. PSE&G's Home Performance Direct Program,
Kentucky Power's Modified Energy Fitness Program,
Efficiency Vermont,
Energize Connecticut,
Mass Save,
EmPOWER Maryland,
Focus on Energy,
Austin Energy

This report provides a comprehensive review and analysis of home energy upgrade programs with proven track records, focusing on those with robustly verified savings and constituting good examples for replication. This meta-analysis describes program models and implementation strategies for direct install upgrades; heating, HVAC replacement and early retirement; and comprehensive, whole-home upgrades.

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)
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)
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.

Author(s)
Lawrence Berkeley National Laboratory
Publication Date
Organizations or Programs
Keystone Home Energy Loan Program (HELP),
Kansas How$mart,
New York State Energy Research and Development Authority (NYSERDA),
Michigan Saves,
Texas LoanSTAR,
Sacramento Municipal Utility District (SMUD),
Nebraska Dollar and Energy Savings Program

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.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Energize Connecticut

This summary from a Better Buildings Residential Network peer exchange call focused on how organizations can diversify and grow new revenue streams and types of financing approaches used to make resources stretch further and help homeowners finance upgrades. Speakers include Connecticut Green Bank, Sealed, and Craft3.

Author(s)
DDB
Publication Date
Organizations or Programs
Energy Upgrade California

This presentation covers Energy Upgrade California marketing plan to educate and empower businesses and consumers across the state of California to promote energy efficient practices and product.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Baltimore Energy Challenge,
Energy Upgrade California

This summary from a Better Buildings Residential Network peer exchange call focused on how to assess, reassess, and initiate organization partnerships.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Pacific Gas & Electric Company (PG&E),
New Jersey Clean Energy Program,
Energy Upgrade California

This summary from a Better Buildings Residential Network peer exchange call focused on strategies for scaling up and growing residential energy efficiency programs or contracting businesses. It covered PG&E's Residential Energy Efficiency Program's Pay for Performance (P4P) program. It also covered priority areas to consider when scaling up a program, such as contractor sales and marketing training and maintaining quality.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
EnergySmart,
Bend Energy Challenge,
Energy Upgrade California

This summary from a Better Buildings Residential Network peer exchange call focused on community-based outreach and organizing strategies to market home energy assessments and upgrades.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Focus on Energy,
Sacramento Municipal Utility District (SMUD),
Mass Save

This summary from a Better Buildings Residential Network peer exchange call focused on approaches to generate demand for energy efficiency upgrades at multifamily buildings.

Author(s)
Multifamily Subcommittee of the California Home Energy Retrofit Coordinating Committee
Publication Date
Organizations or Programs
Energy Upgrade California

The MF HERCC Recommendations Report 2015 Update expands the 2011 publication, and delivers explicit and refined recommendations for multifamily energy efficiency program administrators and implementers.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Energize New York,
Energize Connecticut,
EnergySmart Colorado

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.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Energize Connecticut,
Iowa HVAC SAVE Program

This summary from a Better Buildings Residential Network peer exchange call focused on the challenges, requirements and opportunities to advance staged upgrades in the home upgrade market.

Author(s)
State and Local Energy Efficiency Action Network
Publication Date
Organizations or Programs
Energize Connecticut,
Michigan Saves,
Warehouse for Energy Efficiency Loans (WHEEL)
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.
Author(s)
RePower Bainbridge,
Conservation Services Group,
U.S. Department of Energy
Publication Date
Organizations or Programs
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton
This guide is designed to serve as a "how-to" reference for island communities (or small, similarly sized, more isolated communities) that want to develop and implement a residential energy-efficiency and conservation program. The purpose of this guide is to help communities chart a course for successful program development based on the lessons learned during implementation and operation of RePower Bainbridge, an energy-efficiency program on Bainbridge Island, Washington.
Author(s)
Energy Upgrade California
Publication Date
Organizations or Programs
Energy Upgrade California

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.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
EnergySmart,
Energy Upgrade California,
Solar and Energy Loan Fund (SELF)

This summary from a Better Buildings Residential Network peer exchange call focused on new and updated revenue strategies.

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

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.

Author(s)
Extractable
Publication Date
Organizations or Programs
Energy Upgrade California

This study reviews consumer-facing energy-focused websites and their related assets to provide a comprehensive roadmap for website development to transform and optimize the Energy Upgrade California web portal to better support the program efforts facilitating consumer and small business participation.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Energy Upgrade California

This summary from a Better Buildings Residential Network peer exchange call focused on the strategies and challenges of using holidays and other seasonal events to market energy assessments and upgrades.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
SustainableWorks,
Greater Cincinnati Energy Alliance (GCEA),
CharlestonWISE

This summary from a Better Buildings Residential Network peer exchange call focused on the challenges, strategies and advantages of  operating as a prime contractor.

Author(s)
RePower Program
Publication Date
Organizations or Programs
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton
This document details the procedures for identifying, documenting, and responding to performance problems associated with contractors in the RePower Program of Kitsap County, Washington. It includes example forms and a draft letter to contractors.
Author(s)
RePower Program
Publication Date
Organizations or Programs
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton
This is an application form for contractors (trade allies) interested in participating in the RePower Program of Kitsap County, Washington. The form describes the benefits and requirements for participating contractors, and allows contractors to identify the specific services they offer.
Author(s)
California Center for Sustainable Energy,
Home Performance Resource Center
Publication Date
Organizations or Programs
Energy Upgrade California

This guide shows HVAC contractors how to get started in the home improvement market. It explains the approach of treating a house like a system and provides step-by-step instructions on setting up a home performance contracting business.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Neighborworks H.E.A.T Squad,
RePower Bainbridge

This peer exchange call summary focused on the challenges, benefits, quality assurance methods and incorporation of do-it-yourself projects into programs.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
RePower Bainbridge

This peer exchange call summary focused on best practices, entry points, strategies and challenges of program integration and participation in utility planning efforts.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Energy Upgrade California,
EnergySmart Colorado

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

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton
In this video interview segment, Yvonne Kraus of Conservation Services Group in Bainbridge Island, Washington, discusses why the RePower program created multiple branding and messaging themes.
Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
New York State Energy Research and Development Authority (NYSERDA),
Energy Upgrade California

This peer exchange call summary focused on adapting and adjusting financing strategies after a program was implemented.

Part III: Keeping it Going: Financing Options for your Clean Energy Programs

Author(s)
Neelam Patel, U.S. Environmental Protection Agency,
Pat McGuckin, The Cadmus Group, Inc.,
Niko Dietsch, U.S. Environmental Protection Agency,
Keith Canfield, Clinton Climate Initiative,
James Christensen and Yvette Rincon, City of Sacramento, California
Publication Date
Organizations or Programs
Sacramento Municipal Utility District (SMUD),
Home Energy Affordability Loan (HEAL)
This webcast (Part III of a three-part series) covers how to choose and implement financing options that meet local needs.
Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton

In this video interview segment, Yvonne Kraus of Conservation Services Group describes how program and utility partnerships can co-benefit each other.

Author(s)
Climate Solutions
Publication Date
Organizations or Programs
Hailey's Community Climate Challenge,
EnergySmart,
Eugene Water and Electric Board,
Community Energy Challenge,
Hailey's Community Climate Challenge,
Jackson Hole Energy Sustainability Project,
Knoxville,
TN,
Oberlin Project,
Energize New York,
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton,
Burlington Sustainability Action Team,
Gainesville Regional Utilities,
Hillsboro Solar Advantage,
Issaquah,
WA,
MPower Madison Program,
Solarize Pendleton,
Clear the Air Challenge,
Santa Fe,
NM,
West Union,
IA,
Sustainable Williamson,
CharlestonWISE,
City of Aiken,
SC,
City Green Initiative,
Kilowatt Cruncher Challenge,
Smarter Sustainable Dubuque,
Small Cities Climate Action Partnership,
City of Grand Rapids,
MI,
Town of GreenÞeld,
MA,
City of Keene,
NH,
Home Energy Affordability Loan (HEAL),
Clean Local Energy Accessible Now,
RichmondBuild Pre-apprenticeship Construction Skills and Green Jobs Training Academy

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.

Author(s)
RePower Bainbridge
Publication Date
Organizations or Programs
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton
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.
Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton

In this video interview segment, Will Ranes of RePower Kitsap discusses the importance of understanding your market, including being able to speak the language of utilities and other key players.

Author(s)
Betsy Kleinfelder, The Sustainability Institute
Publication Date
Organizations or Programs
CharlestonWISE
As part of its "intentional learning" process, Charleston WISE collects information from homeowners that helps the program systematically test assumptions and implement continuous improvement.

Financing Programs: RFP & Contract Terms and Conditions

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
SustainableWorks,
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton,
Milwaukee Energy Efficiency (Me2),
City of San Diego Residential Energy Efficiency Loan Program

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

Author(s)
RePower Program
Publication Date
Organizations or Programs
RePower Kitsap,
RePower Bremerton,
RePower Bainbridge

This document details the procedures for identifying, documenting, and responding to performance problems associated with contractors in the RePower Program in Washington. It includes example forms and a draft letter to contractors.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Energy Upgrade California

This peer exchange call summary focused on developing rebate/incentive programs to generate a demand for sustainable programs and products.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Indianapolis Better Buildings Program,
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton

This peer exchange call summary focused on what energy efficiency programs are doing to target low- and moderate-income households.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Energy Upgrade California

This peer exchange call summary focused on different tenant and resident education programs and how to make them complement larger programs.

Author(s)
RePower Bainbridge
Publication Date
Organizations or Programs
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton
This presentation explores the community-based social marketing aspects of RePower Bainbridge and includes insights on knowing your audience, market barriers, and leverage opportunities.
Author(s)
American Council for an Energy-Efficient Economy
Publication Date
Organizations or Programs
Sacramento Municipal Utility District (SMUD),
Enhabit

This report presents results, recommendations, and case studies of energy efficiency financing programs.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Cambridge Energy Alliance,
Energy Impact Illinois,
Enhabit,
Energy Upgrade California

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

Financing Program Support for ARRA Recipients - PACE Webinar

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Energy Upgrade California,
EnergySmart Colorado

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

Author(s)
State of Washington Department of Commerce
Publication Date
Organizations or Programs
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton
A sample request for proposals from Washington state to develop an energy efficiency credit enhancement grant program.
Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
New York State Energy Research and Development Authority (NYSERDA),
Flex Your Power Program,
Sacramento Municipal Utility District (SMUD),
Focus on Energy,
Austin Energy
This report provides comprehensive information on state, federal, local, and utility incentives and policies that are in place to support renewable energy and energy efficiency.