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 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 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 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.

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.

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

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 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.

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

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.

Achieving energy savings goals and improving customer and contractor satisfaction while staying cost-effective makes managing home energy upgrade programs challenging. DOE's Home Upgrade Program Accelerator is working with program administrators to identify strategies that overcome challenges and achieve better results. The Arizona Home Performance with ENERGY STAR program completed process improvements that improved contractor satisfaction and deceased quality assurance labor.  Build It Green implemented software improvements to their utility program's online rebate applications portal to accelerate data processing.

Ivy Knoll Senior Retirement Community used PACE financing to make significant building improvements of systems that were outdated or energy inefficient. Through PACE financing, Ivy Knoll management was able to select improvements that had the highest energy savings but also came with higher upfront costs for the 7-story, all-electric building.

This presentation covers the strategies, objectives and metrics for Energy Upgrade California.

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

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.

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 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.

This summary from a Better Buildings Residential Network peer exchange call focused on how to generate energy upgrade customer leads and allocate those leads to contractors.

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.

This U.S. Department of Energy Focus Series  highlights the BetterBuildings for Michigan program’s community readiness assessment tool.

The report makes the case for establishment of common data collection practices for energy efficiency lending. The report reviews existing practices for the collection of four categories of data from energy efficiency financing programs: (1) customer data; (2) financial product and performance data; (3) facility-level data; and (4) energy efficiency project data. The report then identifies high-priority needs, characterizes potential uses for finance program data, and identifies use cases that describe how stakeholders use data for key objectives and actions.

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.

In this Focus Series interview, Greater Cincinnati Energy Alliance (GCEA) leaders describe how GCEA helped jump-start the region's home performance contracting market by removing a common barrier to entry for contractors -- investing in new equipment.

This summary from a Better Buildings Residential Network peer exchange call focused on driving demand for energy efficiency by leveraging service calls and emergency repairs.

This summary from a Better Buildings Residential Network peer exchange call focused on quality assurance and control, standardization of upgrades and workforce expectations.

Quick summaries of strategies various programs have used to improve the efficiency of delivering efficiency.

This summary from a Better Buildings Residential Network peer exchange call focused on challenges and strategies related to split incentives for tenants and landlords.

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

This peer exchange call summary focused on using approved contractor lists and matching customers with contractors based on processes/criteria.

These outreach materials from BetterBuildings for Michigan include a photograph and quote from credible members of the Grand Valley State University (GSVU) community that served as early adopters for the program.

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 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.

This Focus Series interview discusses the semester-long, employer-assisted partnership between BetterBuildings for Michigan and Grand Valley State University (GVSU). This successful partnership involved an early adopter outreach campaign and served as a model for other program partnerships.

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.

This summary from a Better Buildings Residential Network peer exchange call focused on the benefits and challenges of program automation.

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

This report explores the approaches and research needs identified in the Building Retrofit Industry and Market (BRIM) Initiative through in-depth discussion with residential energy upgrade experts including a discussion of Marketing & Outreach and the program/contractor interface.

This peer exchange call summary focused on unique fee-for-service revenues as related to program sustainability.

This publication summarizes some of the incentives offered by Better Buildings Neighborhood Program partners.

This peer exchange call summary focused on raising awareness and integrating the value of energy efficiency into transactions with the real estate sector.

Three-part webinar series. Part I discusses how to design and implement funding programs, line up partners, and gain support for clean energy programs through both conventional and non-conventional methods. Part II discusses how to locate available sources of funding. Part III explains how to leverage existing funds and make clean energy investments more affordable for clean energy program audiences.

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.

This peer exchange call summary focused on sales training assistance programs for contractors.

In this video interview segment, Andy Holzhauser of Greater Cincinnati Energy Alliance discusses the importance of making early investments in infrastructure (i.e., staff and technology).

Presentation on how Michigan Saves realigned its incentives to encourage more projects with significant energy savings potential.

In this video interview segment, Andy Holzhauser of the Greater Cincinnati Energy Alliance discusses the importance of programs empowering contractors to sell upgrades and loans.

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 guide from the Greater Cincinnati Energy Alliance provides an example of protocols for home energy assessments and upgrades.

In this video interview segment, Andy Holzhauser of the Greater Cincinnati Energy Alliance discusses how programs can create more effective loan products by first identifying existing loan products and then working to make them better for homeowners and contractors.

This video explains how Better Buildings for Michigan's performance metrics and quality assurance enabled them to encourage high-performing contractors, to help underperforming contractors improve, and ultimately to dismiss some contractors.

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

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.

Presentation describing the State of Michigan and Michigan Saves programs and tactics used to drive demand and enhance service delivery to make the program simpler for customers.

This video provides an overview of Better Buildings for Michigan's mentoring program for contractors, and the high value that contractors and the program gain from mentoring.

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

This webcast (Part I of a three-part series) covers the big picture questions that local governments should consider for funding clean energy programs. What resources are available? What are the program priorities? How can these programs pay for themselves? What funding is available? The webinar guides local governments through these and other questions in the context of their own unique circumstances and illustrates the concepts through case studies that explore how local governments have used both conventional and unconventional methods to gain support, line up partners, and design and implement their funding programs.

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.

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

This peer exchange call summary focused on how programs are devising plans for creating a contractor revenue stream and potential fee structures.

This case study discusses BetterBuildings for Michigan's targeted outreach campaigns which applied varying incentives and outreach strategies to neighborhoods with a goal to understand which rebates and strategies work best in the target communities.

This peer exchange call summary focused on the challenges and strategies for marketing commercial financial products and attracting financial institutions.

This peer exchange call summary focused on activities to streamline service delivery to customers.

This presentation includes the brands, website addresses, and images for most of the Better Buildings Neighborhood Program partners.

These BetterBuildings for Michigan mailers show satisfied program customers claiming they have the power to make changes and bring results by increasing the efficiency of their homes.

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

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 webcast provides guidance about the financial stakeholder engagement process and offers lessons from the field.

This strategic plan describes the goals, objectives, market, and business model for the Greater Cincinnati Energy Alliance's energy efficiency program and service offerings.

Presentation from the Greater Cincinnati Energy Alliance on how to conduct a real-time evaluation of programs and services.

This webcast offers information on successful marketing strategies, as well as design considerations and market research insights for creating and marketing successful projects in specific neighborhoods.

Example loan loss reserve fund agreement.

This report shares strategies for marketing local energy efficiency programs, particularly through focused messaging, leveraging partnerships, and social media.

This peer exchange call summary focused on the challenges and effective combinations of quality assurance strategies.

This case study describes an innovative program design used by BetterBuildings for Michigan to "sweep" neighborhoods in order to effectively reach its residential audience and achieve an 80% participation rate among those canvassed.

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

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

This webinar presented ways various programs use social media tools to enhance and promote their energy programs among their communities.

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

This branding guide was developed for BetterBuildings for Michigan staff so they can consistently use the program's look and feel, messages, and tone in marketing and outreach materials.

Webcast on how to design a community energy alliance.

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

This presentation describes California property owners' specific interest, awareness, and perceptions regarding energy use, energy efficiency, home energy upgrades, and related topics.

Los Angeles County presented its market research analysis.

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

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 webcast presents lessons learned in marketing, communication, and outreach, including lessons related to marketing plans.

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

This marketing strategy includes the goals and objectives the Cambridge (Massachusetts) Energy Alliance set out to meet.