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 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 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.

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.

This case study of Arizona Public Service (APS) and Arizona’s HPwES Sponsor, FSL Home Energy Solutions (FSL), focuses on their continuous improvements designed to elevate customer and contractor experience while boosting program cost-effectiveness.

This summary from a Better Buildings Residential Network peer exchange call focused on quality assurance of energy efficiency services.

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

This report was developed to help inform national stakeholders about the strategies that have been used to achieve deep energy savings in the multifamily housing sector through energy efficiency upgrades. These strategies could be used as models in areas where utility program administrators and policymakers seek to achieve deep energy savings in the multifamily building stock for the purposes of reducing energy costs, creating comfortable and healthy homes, meeting regulatory requirements, or reducing the environmental impacts of energy consumption. This report includes a national multifamily market characterization, barriers and opportunities for program and policy efforts, and eight exemplary case studies from across the country.

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

This webinar covers the Multifamily Energy Efficiency Retrofits: Barriers and Opportunities for Deep Energy Savings report published in 2016.n

This peer exchange call summary focused on best practices for building and maintaining a robust contractor network.

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.

This Guide is designed to help state and local policymakers to take full advantage of new policy developments by providing them with a comprehensive set of tools to support launching or accelerating residential energy efficiency programs. The Guide focuses on four categories of policies that have proven particularly effective in providing a framework within which residential energy efficiency programs can thrive: incentives and financing, making the value of energy efficiency visible in the real estate market, data access and standardization, and supporting utility system procurement of energy efficiency.

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 market energy efficiency upgrades in the multifamily housing sector.

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 summary from a Better Buildings Residential Network peer exchange call focused on the advantages and challenges of data tracking systems.

This summary from a Better Buildings Residential Network peer exchange call focused on evaluating and demonstrating the cost-effectiveness of energy upgrades to programs.

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.

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 case study discusses Denver Energy Challenge's adjustment from focusing on door-to-door outreach to an energy advisor model that allowed customers to receive one on one support throughout the home energy upgrade process.

This summary from a Better Buildings Residential Network peer exchange call focused on how programs use behavior change strategies to reduce energy use.

This presentation describes the financial data Michigan Saves tracks and how the program uses the data to inform program implementation.

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

This summary from a Better Buildings Residential Network peer exchange call focused on how loan performance data is tracked and analyzed, and what the data shows.

This summary from a Better Buildings Residential Network peer exchange call focused on using social media for long-term branding and marketing.

This summary from a Better Buildings Residential Network peer exchange call focused on the benefits of community assessments and strategies for gathering information.

This summary from a Better Buildings Residential Network peer exchange call focused on shared funding arrangements with contractors.

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 loan loss reserve fund agreement sets the terms and conditions of the loan loss reserve fund between Michigan Saves and partnering lenders.

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.

The objective of this document is to help state and local governments understand the role of program administrators (PAs) and assist them in developing successful partnerships with utility and other energy efficiency PAs. The majority of this paper presents information on partnering and leveraging current energy efficiency activities. However, it also includes information for governments in areas without active PAs, as well as an appendix with a case study describing how state and local governments can fill gaps and administer programs in the absence of a PA.

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 tracking and using data to support revenue streams.

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

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.

Reviews and summarize energy efficiency financing models and strategies. Models are analyzed according to funding sources, program structures, limits to scale, repayment vehicles, and project risks. Strategies consider applicable building sectors, models, levels of establishment, growth potential, advantages, and disadvantages.

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

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

This peer exchange call summary focused on effective program evaluation and incorporating changes into programs based off evaluation insight.

Presentation on the key programmatic elements of financing initiatives.

Connecticut's Neighbor to Neighbor Energy Challenge's perspective on their partnership with Northeast Utilities.

Presentation that focuses on grantee program-utility partnership models.

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.

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.

This U.S. Environmental Protection Agency resource is intended to help state and local governments design finance programs for their jurisdiction. It describes financing program options, key components of these programs, and factors to consider as they make decisions about getting started or updating their programs.

Short survey for Connecticut's Neighbor to Neighbor Energy Challenge workshop participants. The workshop allowed the program to share its energy efficiency offerings with homeowners.

This report describes different approaches to energy efficiency finance taken by utilities.

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

This publication outlines capital leveraging models and examples from across the country in which public funds were used to influence energy loan program capital.

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 peer exchange call summary focused on integrating income-qualified programs into neighborhood sweeps.

This guide provides an assessment of various approaches to Marketing & Outreach for home energy efficiency improvements.

This webcast discussed the broad spectrum of needs financing mechanisms must address within integrated energy efficiency programs.

Table showing challenges, needs, strategies, and resources related to financing.

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 webcast highlights programs that actively engage the contractor community in program design and implementation. Several contractors share their views on best practices for Marketing & Outreach.

This webcast presents Pennsylvania's Keystone HELP program as a case study for successful public/private partnerships for consumer energy efficiency financing.

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

Sample RFP from Michigan Saves for a third-party to conduct an evaluability assessment and process evaluation for the program during the first phase of implementation.

This brief focuses on loan programs in 30 states that are currently providing low- to no-interest loans to finance energy efficiency improvements--from energy-efficient windows to replacement HVAC systems--in the residential, business, and public sectors.