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 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.
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 summary from a Better Buildings Residential Network peer exchange call focused on innovative approaches to increase contractors' work quality through feedback reports and contractor ranking, decrease quality assurance costs through remote quality assurance, and improve contractor engagement. It features speakers from Consumers Energy, Enhabit, and DOE.
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 local governments have worked with trusted community organizations and their networks to drive demand. Speakers include the Natural Resources Defense Council and the Vermont Energy Investment Corporation.
This summary from a Better Buildings Residential Network peer exchange call focused on ensuring contractor networks work for both energy efficiency programs and participating contractors.
Energy efficiency savings have grown substantially in the past ten years, and national leaders in program administration have emerged as savings levels have increased. This report reviews annual program performance for 14 leading energy efficiency program administrators, with a focus on costs, electricity savings, cost effectiveness, and portfolio design.
This report details opportunities for scaling up program activity and increasing savings from programs reaching the people who need it most. It discussed best practices from existing programs for overcoming many of the key challenges that program administrators face, including how to address housing deficiencies that prevent energy efficiency upgrades, how to address cost effectiveness challenges, and how to serve hard-to-reach households.
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 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.
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 paper analyzes Bank of America's $55 million initiative to provide low-cost funding and grant support to advance energy efficiency investment in low- to moderate-income communities. The funding supported community development financial institutions (CDFIs) in developing and enhancing efficiency programs for residential, commercial, and multifamily buildings. We report on loan performance, energy savings, and the degree to which the savings offset the cost of the energy efficiency investment.
Better Buildings Home Upgrade Program Accelerator partners, Build It Green, Enhabit, and NeighborWorks of Western Vermont, discussed steps for streamlining program processes, and strategies to improve data management, contractor relationships, and customer experiences. Tools and resources were presented as examples of how these ideas can be implemented in programs across the country.
This presentation covers the strategies, objectives and metrics for Energy Upgrade California.
This report, informed by leading research and real-world examples, highlights practical online and in-person tactics that contractors can use to promote social interaction and social comparison among homeowners to make energy upgrades a "must-have" in U.S. homes.
This summary from a Better Buildings Residential Network peer exchange call focused on how to assess, reassess, and initiate organization partnerships.
The multifamily sector can be hard to reach when it comes to energy efficiency programs. Besides being diverse and complex, the sector presents a unique set of challenges to efficiency investments. The result is that multifamily customers are often underserved by energy efficiency programs. Drawing on data requests and interviews with program administrators, this report summarizes the challenges to program participation and identifies best practices that programs can use to reach and retain large numbers of multifamily participants.
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 Property-Assessed Clean Energy Programs (PACE) and its implementation in California and Vermont.
Home energy management systems (HEMS) continue to present a unique opportunity and challenge. While energy savings have been documented for many HEMS, some of the most promising opportunities from these devices and systems can be found in the internet of things (IoT) and smart home technologies. This report presents market updates, a regional goal, and strategies to drive market transformation and achieve the many benefits from HEMS and the Smart Energy Home.
The Better Buildings Neighborhood Program featured 41 competitively selected grantees that developed sustainable energy efficiency upgrade programs across the U.S. from 2010-14. This presentation covers what worked and what didn’t, and key success factors identified by an independent evaluation.
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 document summarizes top marketing and outreach takeaways shared by Better Buildings Residential Network members during spring 2015 Peer Exchange Calls.
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 generate energy upgrade customer leads and allocate those leads to contractors.
This summary from a Better Buildings Residential Network peer exchange call focused on standardization of effective practices across a program territory.
This summary from a Better Buildings Residential Network peer exchange call focused on how to leverage HVAC upgrades into deeper home upgrades.
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 effective messaging.
This summary from a Better Buildings Residential Network peer exchange call focused on how residential energy efficiency programs can use smart home technologies to drive customer demand.
This summary from a Better Buildings Residential Network peer exchange call focused on changing an organization's home performance business model and expanding the services offered.
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 resource provides best practices and highlights case studies for how utilities, policymakers, building managers, and community stakeholders can improve access to energy usage data while working towards the goal of improving efficiency in their communities.
This summary from a Better Buildings Residential Network peer exchange call focused on the advantages and challenges of data tracking systems.
This report was prepared to provide an overview and analysis of results and lessons learned under Efficiency Vermont’s program from 2011-2013. The aim was to explore the factors that motivate customers to initiate and complete retrofit projects, how have these factors influenced the growth and development of the program, and opportunities to update and evolve the program.
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 using social media for long-term branding and marketing.
This peer exchange call summary focused on using approved contractor lists and matching customers with contractors based on processes/criteria.
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 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 peer exchange call summary focused on lender-based fees and sharing costs with lending partners.
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 summary from a Better Buildings Residential Network peer exchange call focused on how to create and track program benchmarks.
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 summary from a Better Buildings Residential Network peer exchange call focused on working with the real estate sector to promote and drive demand for energy efficiency.
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.
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 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.
This webcast includes slides and information on programs' use of concierge programs to support contractors. It highlights two program examples: Clean Energy Works Oregon (now Enhabit) and Vermont NeighborWorks.
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 presentation provides lessons to ensure effective incentive structures.
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 how to engage, grow and identify challenges of small contractor businesses.
Many states have adopted policies intended to overcome the barriers that limit the more efficient use of electricity. Yet because such efforts have not addressed the lack of consumer information and motivation to improve efficiency, many opportunities for energy efficiency remain untapped. To help address that problem, states, utilities, and other energy efficiency service providers have begun to develop new approaches to informing and motivating customers based on behavioral economics and psychology research. This report describes three broad strategies that states can use to engage consumers' participation in energy efficiency programs: provide direct consumer information and feedback on energy use, influence social norms; and match messages and messengers to target audiences. Recommendations for actions that governors can take within the context of each of those three strategies are provided.
Presentation on five steps to building a profitable contractor base. The steps include sensible program design and administration, certification and credentialing, communicating with contractors, contractor requirements (business vs. trade), and training and sales support.
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 peer exchange call summary focused on how to receive and evaluate feedback from customers and contractors.
This peer exchange call summary focused on multifamily information technology tools for project information, marketing, assessment, tracking and evaluation.
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.
This peer exchange call summary focused on grant funding investments, program design and revenue streams in the post-grant period.
This peer exchange call summary focused on adapting and adjusting financing strategies after a program was implemented.
Presentation on the key programmatic elements of financing initiatives.
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 leveraging effective partnerships for multi-family and low-income outreach and service delivery.
Presentation describing how Clean Energy Works Oregon (now Enhabit) works with financial partners.
This peer exchange call summary focused on strategies, challenges and opportunities in working with condominium owners and associations.
This peer exchange call summary focused on the strategies, challenges and key interaction points with the real estate sector.
This presentation includes the brands, website addresses, and images for most of the Better Buildings Neighborhood Program partners.
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.
This template, used by Clean Energy Works Oregon (now Enhabit), standardizes a number of forms that contractors fill out for the program.
This peer exchange call summary focused on a general overview and implementation plan of the PACE program.
This report describes different approaches to energy efficiency finance taken by utilities.