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Author(s)
Bay Area Regional Energy Network
Publication Date
Organizations or Programs
Bay Area Regional Energy Network

This business plan outlines the Bay Area Regional Energy Network's (BayREN) ten-year vision, with goals, strategies, and tactics to increase the access and availability of energy efficiency services to a broad range of ratepayers and sectors, including moderate income residents, multifamily property owners, small and medium commercial businesses, and local government municipalities.

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)
Pacific Gas and Electric Company
Publication Date
Organizations or Programs
Pacific Gas & Electric Company (PG&E)

This business plan outlines Pacific Gas and Electric Company's (PG&E's) high-level approach to achieving state energy efficiency policy goals through 2025.

Author(s)
Southern California Edison Company
Publication Date
Organizations or Programs
Southern California Edison Company

This business plan is organized into nine chapters. Chapter I provides background on the business plan concept and describes the organization of Southern California Edison Company's (SCE's) plan. Chapter II presents SCE's vision of EE in California, including discussion of important policy issues. Chapter III provides a summary of SCE's proposed EE portfolio including: SCE's vision and goals; drivers of EE; high-level strategies to achieve its vision; how SCE will comply with the requirements for statewide administration and third-party solicitations; key portfolio data such as budget, forecast energy and demand savings, cost-effectiveness; and proposed metrics.

Author(s)
Southern California Gas Company
Publication Date
Organizations or Programs
Southern California Gas Company

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.

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)
California Central Coast Regional Energy Network
Publication Date
Organizations or Programs
California Central Coast Regional Energy Network

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.

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)
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)
Maryland Clean Energy Center
Publication Date

During the 2014 legislative session, the Maryland General Assembly passed Senate Bill 985 (Chapter 365 of the 2014 Laws of Maryland) entitled “Maryland Clean Energy Center—Green Banks & Clean Bank Financing Study,” which directed MCEC to study the feasibility of developing a green bank for the State of Maryland. This study focuses primarily on the role of green banks in financing renewable energy and energy efficiency and on the potential need for a green bank in Maryland.

Author(s)
Harcourt Brown & Carey
Publication Date

This report proposes a set of data elements that should be collected for each residential and non-residential project, including borrower, property, project, and financing information at the time of the installation.  The data set also includes post-installation information on the performance of both the financing and the project.  These data elements were selected based on an assessment of various data “users” (financial institutions, policy makers, vendors, program administrators, etc.) and their “uses” for the data (what questions would the users want the data to answer). The report also sets out the sources of the data and a methodology for collecting, managing and providing access to the data, and addresses privacy issues and the use of data anonymization and aggregation.

Author(s)
DNV KEMA Energy & Sustainability
Publication Date

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.

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)
iSpring
Publication Date
Organizations or Programs
Philadelphia Energy Works

The purpose of this report, prepared by sustainability consulting firm iSpring, is to provide the results of the EnergyWorks program to the contractors and auditors who participated, along with information on lessons learned over the course of the program that might prove helpful in their future work.

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)
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)
Research Into Action, Inc.
Publication Date
This document presents the findings from the preliminary impact evaluation of the U.S. Department of Energy's (DOE) Better Buildings Neighborhood Program (BBNP). The overall objective of the preliminary impact evaluation was to develop independent, quantitative estimates of BBNP's economic impacts and energy savings for projects completed from the onset of programmatic activities through 2012.
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)
Jeff Pitkin, New York State Energy Research and Development Authority
Publication Date
Organizations or Programs
New York State Energy Research and Development Authority (NYSERDA)

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

Author(s)
California Public Utilities Commission
Publication Date
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.
Author(s)
Clean Energy Works Oregon (now Enhabit)
Publication Date
Organizations or Programs
Enhabit

This document contains Clean Energy Works Oregon (now Enhabit) High Road standards for its statewide upgrade program; the standards are designed to ensure contractors do high-quality work, disadvantaged communities get new employment opportunities, and high-quality, family-supporting jobs are created.

Author(s)
Andrea Petzel, Community Power Works
Publication Date
Organizations or Programs
Community Power Works
This presentation discusses the new approach to training that Seattle's Community Power Works program is using to support its high-road workforce agreement.
Author(s)
Mary Templeton, BetterBuildings for Michigan
Publication Date
Organizations or Programs
BetterBuildings for Michigan

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

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)
Energy Trust Oregon (Prepared by Johnson Consulting Group)
Publication Date
Organizations or Programs
Enhabit

This report presents key findings and recommendations from the process evaluation of Clean Energy Works Oregon's (now Enhabit's) energy efficiency financing program. Table 1 provides a good list of key process evaluation research questions which may help others scope comprehensive process evaluations.

Author(s)
Elise Avers, Massachusetts Department of Energy Resources
Publication Date
Organizations or Programs
Mass Save
Presentation that describes the successful elements of the Massachusetts HEAT loan program, including how it is funded and who is eligible.
Author(s)
Liz Robinson, Energy Coordinating Agency
Publication Date
This presentation discusses Philadelphia's Energy Coordinating Agency Apprenticeship Program in energy conservation and building science, including programs for journeyman credentials and BPI certification.
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)
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)
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)
Jill Maness, Austin Energy
Publication Date
Organizations or Programs
Austin Energy
An introduction to Austin Energy's workforce development program, which helps engage contractors in efforts to make homes more energy efficient.
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)
Stacy Ho and Jeremy Hays, Green For All
Publication Date
Organizations or Programs
Enhabit

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.

Author(s)
Lilah Glick, Greater Cincinnati Energy Alliance
Publication Date
Organizations or Programs
Greater Cincinnati Energy Alliance (GCEA)
Presentation from the Greater Cincinnati Energy Alliance on how to conduct a real-time evaluation of programs and services.
Author(s)
Dan Curry, BetterBuildings for Greensboro
Publication Date
Organizations or Programs
BetterBuildings for Greensboro

This presentation provides an overview of the lending RFP issued by the city of Greensboro's Better Buildings Program, including a description of the roles and responsibilities for the city and its financial partners.

Author(s)
Gary R. Myers, Poudre Valley Rural Electric Association
Publication Date
Organizations or Programs
EnergySmart Colorado
This presentation explains how to engage and motivate contractors and utility companies through the use of commitments, creating a dynamic program that they can become involved with, and the setting of standards for contractors.
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)
Steve Morgan, Clean Energy Solutions, Inc.
Publication Date
Organizations or Programs
Enhabit,
New York State Energy Research and Development Authority (NYSERDA)

Courtesy of Clean Energy Solutions. This presentation provides an overview of topics related to building the workforce for energy efficiency programs, including market characterization, stakeholder engagement, training and certification, and community workforce agreements. It includes information on the experience of Clean Energy Works Oregon (now Enhabit) in Portland, Oregon.

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)
Lee Butler, New York State Energy Research and Development Authority
Publication Date
Organizations or Programs
New York State Energy Research and Development Authority (NYSERDA)

This presentation provides information on strategies to successfully recruit contractors. Topics include setting goals, identifying contractors, contacting contractors, and following up with contractors.

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)
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.
Author(s)
National Action Plan for Energy Efficiency
Publication Date

Report describing a goal of achieving all cost-effective energy efficiency by 2025; presents ten implementation goals for states, utilities, and other stakeholders to consider to achieve this goal, and describes what 2025 might look like if the goal is achieved.