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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)
Fort Collins Utilities
Publication Date
Organizations or Programs
City of Fort Collins Utilities

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.

Author(s)
Efficiency Vermont
Publication Date
Organizations or Programs
Efficiency Vermont

This report provides an annual savings claim summary and includes case studies and customer testimonials from homeowners, towns, and businesses that Efficiency Vermont served in 2016.

Author(s)
Efficiency Maine
Publication Date
Organizations or Programs
Efficiency Maine

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

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)
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)
Chris Baker, Arizona Public Service
Publication Date
Organizations or Programs
Arizona Public Service (APS)

This presentation discusses process management improvements that Arizona Public Service made to streamline their program and advance home energy upgrades.

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

Volume 3 of the Better Buildings Neighborhood Program Evaluation Report statistically identifies factors associated with successful residential energy upgrade programs using a survey sampling, cluster analysis, and multivariate regression approach.

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

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.

Author(s)
Research Into Action, Inc.,
Lawrence Berkeley National Laboratory
Publication Date
Organizations or Programs
New York State Energy Research and Development Authority (NYSERDA)

Because of its potential to reduce customers’ first costs and leverage private funds, financing has been increasing in importance as a strategy for facilitating energy upgrades as program administrators seek to meet ambitious goals in a shifting energy efficiency landscape. This paper evaluates the experience of BBNP grantees to identify how programs can most effectively integrate loan offerings into their broader efforts to promote energy efficiency upgrades. The paper also identifies best practices from grantees’ experience related to integrating financing into program outreach and trade ally interactions.

Author(s)
Weatherization Assistance Program
Publication Date
Organizations or Programs
Weatherization Assistance Program

The Recovery Act Evaluation was performed to provide information on the costs and benefits of WAP services in different parts of the country and for different types of housing. It was also performed to provide a comprehensive picture of the Program (including the characteristics of the clients, housing stock, and service providers), assess program administration, document experiences during the Recovery Act period, and conduct several special studies.

Author(s)
Weatherization Assistance Program
Publication Date
Organizations or Programs
Weatherization Assistance Program

The Retrospective Evaluation was performed to provide information on the costs and benefits of WAP services in different parts of the country and for different types of housing. It was also performed to provide a comprehensive picture of the Program (including the characteristics of the clients, housing stock, and service providers) and assess program administration.

Author(s)
Energize Phoenix
Publication Date
Organizations or Programs
Energize Phoenix

This summary report provides scientific results, lessons learned, and recommendations for driving energy efficiency in existing buildings on an urban scale. It includes program marketing lesson learned, such as: personal outreach and call to action events are critical marketing opportunities.

Author(s)
Opinion Dynamics Corporation
Publication Date

This report presents findings from the Energy Forward Consumer Messaging Study. The purpose of this study is to assess
whether Northwest Energy Efficiency Alliance can deploy the Energy Forward mark as a platform or parent brand for all of its
initiatives.

Author(s)
Danielle Sass Byrnett, U.S. Department of Energy
Publication Date

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.

Author(s)
Mary Templeton, Michigan Saves,
George Clark, Energy Efficiency Contractor
Publication Date
Organizations or Programs
Michigan Saves
Overview of Michigan Saves' employer outreach initiative to drive uptake of home energy upgrades.
Author(s)
Cynthia Adams, Local Energy Alliance Program,
Larry Earegood, Consumers Energy (MI),
John Schott, NYSERDA,
Gavin Hastings, Arizona Public Service,
Emily Salzberg, Washington State University Energy,
Adam Buick, Community Power Works (WA),
Bob Knight, BKi
Publication Date
Organizations or Programs
Arizona Public Service (APS),
Community Power Works,
Energy Upgrade California,
Local Energy Alliance Program (LEAP),
Michigan Home Performance with ENERGY STAR,
New York State Energy Research and Development Authority (NYSERDA),
RePower Kitsap

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

Author(s)
Dave Hatchimonji, EnergySmart
Publication Date
Organizations or Programs
EnergySmart Colorado

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

Author(s)
Southeast Energy Efficiency Alliance
Publication Date
Organizations or Programs
Southeast Energy Efficiency Alliance (SEEA)

This report demonstrates the results achieved to date by the Southeast Energy Efficiency Alliance. It highlights the experiences of Consortium programs, their successes driving further investments in energy efficiency improvements, and the challenges that hindered their progress. It also details the infrastructure, resources, and opportunities that support the deployment of energy efficiency programming, and the approaches that the Consortium has found best suited to the region.

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)
Local Energy Alliance Program
Publication Date
Organizations or Programs
Local Energy Alliance Program (LEAP)

This annual report summarizes the program's accomplishments in 2012, including the number of home upgrades, the cumulative amount of private investment leveraged for energy efficiency improvements, cumulative annual cost savings for building owners, and jobs created. It also includes testimonials from LEAP customers.

Author(s)
Rachael P Fredericks, PSE&G
Publication Date
Organizations or Programs
Public Service Electric & Gas Company (PSE&G)

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

Author(s)
The Town of University Park,,
Maryland
Publication Date
Organizations or Programs
Small Town Energy Program (STEP)

An assembly of all the key elements that went into the design and delivery of STEP -- formerly STEP-UP, a University Park, Maryland, Better Buildings Neighborhood Program partner.

Author(s)
Clean Energy Works Oregon (now Enhabit)
Publication Date
Organizations or Programs
Enhabit

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.

Author(s)
Local Energy Alliance Program
Publication Date
Organizations or Programs
Local Energy Alliance Program (LEAP)
This presentation explains the pro forma spreadsheet used by Virginia's Local Energy Alliance Program to evaluate program impact.
Author(s)
Christie Rodriguez, Sacramento Municipal Utility District
Publication Date
Organizations or Programs
Sacramento Municipal Utility District (SMUD)
This presentation describes Sacramento Utility District's program and Marketing & Outreach lessons learned.
Author(s)
Adrianna Masuko, City of San Jose, California
Publication Date
Organizations or Programs
Better Buildings Program San Jose

Presentation describing San Jose Better Building program and tactics, including strategic partnerships, for reaching moderate income residents.

Author(s)
JEA
Publication Date
Organizations or Programs
ShopSmart with JEA
This presentation describes JEA's program and lessons learned about designing custom messages for specific markets.
Author(s)
Energize Phoenix
Publication Date
Organizations or Programs
Energize Phoenix

This report provides results, lessons learned and recommendations for driving energy efficiency in existing building on an urban scale based on the second year of the Energize Phoenix energy efficiency program.

Author(s)
Steve Culbertson, BKi
Publication Date
Organizations or Programs
Energy Upgrade California
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.
Author(s)
Navigant, Inc. (Prepared for Boulder County)
Publication Date
Organizations or Programs
EnergySmart Colorado

This progress report provides community members and others interested in EnergySmart with a clear snapshot of its progress. The report also provides a timeline of energy efficiency policies and programs in Boulder County.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Connecticut Neighbor to Neighbor Energy Challenge
A list of tips from Connecticut's Neighbor to Neighbor Energy Challenge for working with utilities to access energy usage data.
Author(s)
Kellie Stickney, SustainableWorks
Publication Date
Organizations or Programs
SustainableWorks
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.
Author(s)
Will Baker, Midwest Energy Efficiency Alliance
Publication Date
Organizations or Programs
Illinois Home Performance with Energy Star
This presentation describes the Illinois Home Performance program and marketing strategy lessons learned.
Author(s)
Efficiency Maine
Publication Date
Organizations or Programs
Efficiency Maine
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.
Author(s)
Frank Rapley, Tennessee Valley Authority
Publication Date
This presentation describes the Kentucky Home Performance program and lessons learned on testing innovative approaches to engaging consumers.
Author(s)
Joni Zacharisen, CPS Energy,
Clint McKenzie, City of San Antonio, Texas
Publication Date
Presentation describing the San Antonio program and tactics used to drive demand and enhance service delivery to make the program simpler for customers.
Author(s)
Mary Templeton, BetterBuildings for Michigan
Publication Date
Organizations or Programs
BetterBuildings for Michigan,
Michigan Saves
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.
Author(s)
Emily Levin, Efficiency Vermont
Publication Date
Organizations or Programs
Efficiency Vermont
Presentation that shares Marketing & Outreach lessons learned from Vermont.
Author(s)
Clean Water Fund
Publication Date
Organizations or Programs
Connecticut Neighbor to Neighbor Energy Challenge
This presentation describes Connecticut Neighbor to Neighbor Energy Challenge program and lessons learned on community engagement as a driver of demand.
Author(s)
One Change
Publication Date
This presentation describes One Change's program and lessons learned about designing custom messages for specific markets.
Author(s)
Environmental Finance Center at The University of North Carolina at Chapel Hill
Publication Date

This market assessment for the Sarasota County (Florida) Energy Efficiency Upgrade Financing Program identifies the customers and potential demand for an energy efficiency upgrade financing program.

Author(s)
Washington State University Energy Program
Publication Date

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

Author(s)
Washington State University Energy Program
Publication Date
Organizations or Programs
Community Power Works
This mid-program evaluation includes extensive analysis of program sectors, including results of surveys of participants, and summarizes lessons learned to date.
Author(s)
Nikki Kuhn, Vermont Energy Investment Corporation
Publication Date
Organizations or Programs
Energize Phoenix,
Connecticut Neighbor to Neighbor Energy Challenge,
Local Energy Alliance Program (LEAP),
Long Island Power Authority (LIPA),
Efficiency Vermont
Presentation that focuses on grantee program-utility partnership models.
Author(s)
Chuck Wilson, Small Town Energy Program
Publication Date
Organizations or Programs
Small Town Energy Program (STEP)
This presentation describes STEP-UP Maryland's program and lessons learned about designing custom messages for specific markets.
Author(s)
Kat Donnelly, EMpowerDevices,
Kerry O'Neill, Earth Markets
Publication Date
Organizations or Programs
Connecticut Neighbor to Neighbor Energy Challenge

Connecticut's Neighbor to Neighbor Energy Challenge uses dashboards that display key project data for administrators and contractors to monitor progress over time. The program has evaluated performance at different steps in the process and identified strategies to improve performance where needed, such as sales training for contractors, energy advisors, monthly contractor scorecards, and multiple customer "touches." These improvements increased the close rate from 26 to 60 percent in one year.

Author(s)
Melissa Glickman, Boulder County, Colorado (now EnergySmart)
Publication Date
Organizations or Programs
EnergySmart Colorado

EnergySmart Colorado uses surveys and a customer database to get feedback from homeowners that helps fine-tune program services and operations.

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.
Author(s)
Booz and Company
Publication Date
Organizations or Programs
Energy Impact Illinois
This presentation provides the results of a 1,600-person survey of mid- to high-income households conducted by Energy Impact Illinois (EI2) to gauge attitudes toward home improvements and energy efficiency upgrades.
Author(s)
Aaron Milano, City of Durham, North Carolina
Publication Date
Organizations or Programs
City of Durham's Neighborhood Energy Retrofit Program
Presentation explaining how Durham, North Carolina, implemented a neighborhood home energy upgrade program that achieved significant energy savings.
Author(s)
Environmental Finance Center at The University of North Carolina at Chapel Hill
Publication Date
Organizations or Programs
BetterBuildings for Greensboro
This market assessment for the City of Greensboro, North Carolina identifies the customers and potential demand for an energy efficiency upgrade financing program.
Author(s)
Marlowe Kulley, Portland Bureau of Planning & Sustainability
Publication Date
This presentation is a tour of the project evaluation and data collection system that Clean Energy Works Portland uses to survey its participating residents.
Author(s)
Kerry O'Neill, Connecticut Neighbor to Neighbor Energy Challenge
Publication Date
Organizations or Programs
Connecticut Neighbor to Neighbor Energy Challenge

This presentation shares how the Neighbor to Neighbor Energy Challenge collected and evaluated data and used the results to improve its program.

Author(s)
Energize Phoenix
Publication Date
Organizations or Programs
Energize Phoenix

This report provides results, lessons learned and recommendations for driving energy efficiency in existing building on an urban scale based on the first year of the Energize Phoenix energy efficiency program.

Author(s)
Dimitrios Laloudakis, Energize Phoenix
Publication Date
Organizations or Programs
Energize Phoenix
This presentation outlines the techniques for collecting and evaluating energy efficiency program evaluation data, including data related to marketing efforts.
Author(s)
Energy Upgrade California
Publication Date
Organizations or Programs
Energy Upgrade California
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.
Author(s)
Indianapolis Neighborhood Housing Partnership
Publication Date
Organizations or Programs
Better Buildings Near Eastside Neighborhood Sweeps Program
This presentation shares the broad outreach efforts in Indianapolis.
Author(s)
Jerry Hanna, National Grid
Publication Date
Brief presentation on the experience of a Massachusetts energy utility, National Grid, with the Home Performance with ENERGY STAR program.
Author(s)
City of Omaha, Nebraska
Publication Date
Organizations or Programs
reEnergize
An overview of program design, achievements, and lessons learned for the reEnergize program in Omaha.
Author(s)
Environmental Finance Center at The University of North Carolina at Chapel Hill
Publication Date
Organizations or Programs
St. Louis County SAVES
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.
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)
Environmental Finance Center at The University of North Carolina at Chapel Hill
Publication Date
Organizations or Programs
Alabama Energy Revolving Loan Fund
This market assessment for the Alabama Energy Revolving Loan Fund identifies the customers and potential demand for an energy efficiency upgrade financing program.
Author(s)
Environmental Finance Center at The University of North Carolina at Chapel Hill
Publication Date

This market assessment for CharlestonSAVES identifies the customers and potential demand for an energy efficiency upgrade financing program.

Author(s)
Community Power Works
Publication Date
Organizations or Programs
Community Power Works
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.
Author(s)
Clean Energy Works Oregon (now Enhabit)
Publication Date
Organizations or Programs
Enhabit

Clean Energy Works Oregon (now Enhabit) developed consumer profiles based on research the program conducted on its target audience.

Author(s)
Kat Donnelly, Connecticut Neighbor to Neighbor Energy Challenge
Publication Date
Organizations or Programs
Connecticut Neighbor to Neighbor Energy Challenge
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.
Author(s)
Fairbank, Maslin, Maullin, Metz & Associates
Publication Date
Organizations or Programs
Energy Upgrade California
This presentation describes California property owners' specific interest, awareness, and perceptions regarding energy use, energy efficiency, home energy upgrades, and related topics.
Author(s)
Los Angeles County, California
Publication Date
Organizations or Programs
Energy Upgrade California
This report describes California property owners' specific interest, awareness, and perceptions regarding energy use, energy efficiency, home energy upgrades, and related topics. The study results were used for program design and to design and support marketing and outreach campaigns that encouraged energy upgrades
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.

Author(s)
Research Into Action, Inc.
Publication Date
Organizations or Programs
Enhabit

This report describes the process evaluation of a pilot project in Portland Oregon that informed the refinement and expansion of the program statewide into Clean Energy Works Oregon (now Enhabit).

Author(s)
Sustainable Home Initiative in a New Economy
Publication Date
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.