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.
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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 toolkit describes how to strengthen residential energy efficiency program outreach and marketing efforts through data-driven, tailored efforts to change behaviors. One of the greatest challenges facing the residential energy efficiency market is motivating people to take steps to save energy. This toolkit provides guidance, resources, and examples for applying community-based social marketing (CBSM) to increase the number of homes that are energy efficient.
On Efficiency Maine’s "Find a Residential Registered Vendor" locator on its website, customers can see the services each contractor offers, sort the list by distance from the homeowner, and differentiate contractors based on number of projects completed and customer satisfaction. All contractors are added to the list when they meet the program's requirements.
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 summary from a Better Buildings Residential Network peer exchange call focused on key challenges and opportunities to deploy neighborhood energy programs. Speakers include the City of Orlando, SEEDS, and Research Into Action, Inc.
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.
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 summary from a Better Buildings Residential Network peer exchange call focused on how recent policy changes have impacted residential energy efficiency program implementation. Speakers include Efficiency Maine, Michigan Environmental Council, and Groundwork Center for Resilient Communities.
Year in review annual report which includes program data and success stories.
Utilities and regulators increasingly rely on behavior change programs as essential parts of their demand side management (DSM) portfolios. This report evaluates the effectiveness of currently available programs, focusing on programs that have been assessed for energy savings. This report focuses on behavior change programs that primarily rely on social-science-based strategies instead of traditional approaches such as incentives, rebates, pricing, or legal and policy strategies. The objective is to help program administrators choose effective behavior change programs for their specific purposes.
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 identifies opportunities for Connecticut's Home Energy Solutions program (HES) to increase savings related to air sealing, duct sealing, and insulation.
This report presents the results from a comprehensive impact and process evaluation of Efficiency Maine's Low-Income Multifamily Weatherization Program.
This report presents the process evaluation results on the statewide Home Upgrade Program and includes findings on program operations, participant engagement, non-energy impacts, contractor characteristics, and contractor-customer interactions.
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 summary from a Better Buildings Residential Network peer exchange call focused on the intersection between solar and residential energy efficiency. Speakers include Ecolibrium3 and Local Energy Alliance Program (LEAP).
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.
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 presentation discusses how Energy Upgrade California streamlined its program through improvements in its HPXML and IT software.
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 summary from a Better Buildings Residential Network peer exchange call focused on strategies for contractor training.
This summary from a Better Buildings Residential Network peer exchange call focused on challenges and strategies for working in cold climates.
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.
The Community Power Works program in Seattle, WA uses a program dashboard to track progress against targets. This is an example dashboard from March 2015, which is updated on a monthly basis with progress toward goals for sign-ups, energy audits, home energy upgrades, and energy savings.
This Multifamily Technical Reference Manuals (TRMs) provide documentation for the Trust's calculation of energy and demand savings from energy efficiency measures.
This summary from a Better Buildings Residential Network peer exchange call focused on the advantages, challenges, and effective creation and management of statewide energy efficiency alliances.
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 how to use web and mobile applications to generate and increase customer demand.
Among the many benefits ascribed to energy efficiency is the fact that it can help create jobs. Although this is often used to motivate investments in efficiency programs, verifying job creation benefits is more complicated than it might seem at first. This paper identifies some of the issues that contribute to a lack of consistency in attempts to verify efficiency-related job creation. It then proposes an analytically rigorous and tractable framework for program evaluators to use in future assessments.
This summary from a Better Buildings Residential Network peer exchange call focused on types of incentives.
This U.S. Department of Energy Focus Series highlights the BetterBuildings for Michigan program’s community readiness assessment tool.
This summary from a Better Buildings Residential Network peer exchange call focused on how a residential energy efficiency program can work with, for or as utilities.
This infographic illustrates program accomplishments between 2011 and 2014.
This form is used to itemize energy conservation measures as an eligibility requirement under Efficiency Maine's Home Energy Savings Program.
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.
Insights from Efficiency Maine related to Workforce Development.
This summary from a Better Buildings Residential Network peer exchange call focused on choosing and developing program evaluation.
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 new and updated revenue strategies.
This summary from a Better Buildings Residential Network peer exchange call focused on bringing energy efficiency programs to schools.
Efficiency Maine developed this online portal, where many of its program forms are available for download (e.g., program overviews and manuals, participation agreements, and related application materials).
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.
Evaluation of the Efficiency Maine Trust Residential Direct Install Program: Final Evaluation Report
This paper first details industry best practices for contest administration, including tips for developing an overall contest plan and timeline, product sponsor recruitment, building a dynamic informational website, maximizing customer participation, selecting the winning home, seamless installation management, capturing and documenting project results, conducting a high profile media open house and facilitating customer workshops that educate homeowners and strengthen trade ally relationships. This paper then presents results and key lessons learned from more than 20 contests supported with funds from local community sustainability programs, utility energy efficiency programs, and U.S. Recovery and Reinvestment Act funds between 2008 and 2012.
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.
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 gathering and communicating loan performance data.
This peer exchange call summary focused on moving from assessments to upgrades in multifamily buildings.
This summary from a Better Buildings Residential Network peer exchange call focused on the features and eligibility of the PowerSaver Loan Program.
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 the challenges, advantages and disadvantages of using a home scoring system.
The lack of documented value of retrofit measures is a barrier to many homeowners doing upgrades - as most appraisals do not include energy improvements in their comparables, and the home’s future sale can prevent the homeowner from earning a return on their investment via lower energy costs. Once the industry develops a process for valuing the energy improvements, it can unlock the significant potential for retrofit work through market pricing signals (energy efficient homes are worth more) and enhanced access to capital for those purchasing a more efficient home (energy efficient homes improve borrowers’ cashflow because they cost less to operate).
This peer exchange call summary focused on assessing potential revenue streams.
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.
This peer exchange call summary focused on how to calculate and communicate program activities and results.
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.
Presentation on how Michigan Saves realigned its incentives to encourage more projects with significant energy savings potential.
Efficiency Maine created a code of conduct for contractors to follow when working in homes. The code is available for download on the Efficiency Maine website, and dictates guidelines for respecting homeowners' property and communicating with the homeowner about appropriate information. Users on the Efficiency Maine website can search a list of vendors that have agreed to follow the code.
This video explains how Efficiency Maine helped contractors gain sales and business skills through training, which helped the program improve assessment-to-upgrade conversion rates and homeowner satisfaction.
This practitioner-focused Toolkit for Residential Energy Efficiency Upgrade Programs was created by Green For All to assist new, established, and future energy efficiency programs launch and scale initiatives that can deliver the full promise of the green economy. It is intended as a practical resource that offers examples, tools, and templates that a program manager can deploy to implement a variety of aspects of their program including best practice briefs and summary documents, RFPs, contracts, and other program design and implementation templates that communities nationwide have used to create their own efficiency programs.
This report covers how to create high road standards and use the momentum of energy sector projects to create safe, well-paying, long-term careers for a diverse group of people. It includes case studies on Community Power Works in Seattle, Washington, and Clean Energy Works Oregon's (now Enhabit's) efforts to use community high road agreements.
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.
Keeping Up With Your Audience, So They Keep Up With Your Program
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 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.