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 resource offers guidance for contractor companies on hiring staff and developing their own internal quality management plan and processes.

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 manual was developed for participating New York Home Performance with ENERGY STAR (HPwES) contractors. It contains information regarding program rules, incentives, and forms. The purpose of this manual is to help contractors understand and navigate the HPwES program.

New York Home Performance with ENERGY STAR offers a series of training videos for new contractors covering topics such as creating processes and procedures to manage projects, consumer incentives and financing options, and Quality Assurance (QA) inspections.

This series of articles, created for New York Home Performance with ENERGY STAR contractors, covers eight proven steps to winning residential energy efficiency jobs.

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

This Participation Agreement establishes the terms and conditions for all contractors to participate in the NY Residential Existing Homes Program.

This presentation discusses how Energy Upgrade California streamlined its program through improvements in its HPXML and IT software.

This page contains annual and monthly update reports of the Green Jobs-Green New York program.

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.

Fact sheet that provides an overview of the Energy Impact Illinois Loan 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.

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

Matrix of participating lenders and associated loan information.

Flyer for contractors that explains the EI2 loan program and loan eligibility criteria.

Flyer for contractors that explains the steps needed to complete the EI2 loan process.

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 video highlights Steve G. of River Forest, IL sharing his experience of how Energy Impact Illinois helped him improve the comfort and value of his 107 year-old home.

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

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.

Presentation that provides an overview of the Energy Savers Program (Illinois), including services, benefits, and success stories.

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 policy brief describes how NYSERDA's Assisted Home Performance with ENERGY STAR Program increases access to financing through tiered underwriting criteria.

To deliver the most effective residential energy efficiency programs possible, NYSERDA implemented a quality assurance process to verify that projects meet all program requirements while maintaining healthy and safe conditions for the occupants.

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

Presentation that focuses on grantee program-utility partnership models.

An introduction to Austin Energy's workforce development program, which helps engage contractors in efforts to make homes more energy efficient.

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.

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.

This presentation outlines the techniques for collecting and evaluating energy efficiency program evaluation data, including data related to marketing efforts.

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.

An overview of ENERGY STAR remodeling options and the associated cost savings.

This report summarizes a home segmentation study conducted by New York State Energy Research and Development Authority (NYSERDA). The study looked at 1,012 homeowners across New York to evaluate how they view home energy consumption, the importance they place on energy saving solutions, and why they would consider taking advantage of programs that increase energy efficiency.

These award winning videos show the benefits of residential energy efficiency.

An overview of tools and approaches used to transform the energy efficiency market in Chicago.

A project planning timetable template from Austin Energy that reflects all program planning activities, including marketing.

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.

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

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 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

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

This is a sample request for proposals (RFP) from New York state for integrated marketing and communications support.

Two visual flow charts, one that illustrates the process starting with customer interest to final incentive payment, and another that illustrates the program's quality assurance process.

This sample RFP from Chicago can be used as an example when developing a communications strategy.