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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.

Publication Date
Organizations or Programs
Energy Upgrade California,
Pacific Gas & Electric Company (PG&E)

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.

Author(s)
Energy Upgrade California
Publication Date
Organizations or Programs
Energy Upgrade California,
Southern California Gas (SoCalGas),
Southern California Edison (SCE)

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.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Denver Energy Challenge,
Efficiency Nova Scotia,
Energize Delaware,
Watt Watchers,
Empower Chattanooga,
Energy Upgrade California

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.

Author(s)
Northwest Energy Efficiency Alliance
Publication Date
Organizations or Programs
Energy Upgrade California
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.
Author(s)
Northwest Energy Efficiency Alliance
Publication Date
Organizations or Programs
Energy Upgrade California

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.

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)
NMR Group, Inc.
Publication Date
Organizations or Programs
Eversource,
United Illuminating,
Connecticut Home Energy Solutions (HES),
Mass Save,
National Grid,
Efficiency Maine,
Efficiency Vermont,
New York State Energy Research and Development Authority (NYSERDA)

This report identifies opportunities for Connecticut's Home Energy Solutions program (HES) to increase savings related to air sealing, duct sealing, and insulation.

Author(s)
NMR Group, Inc.
Publication Date
Organizations or Programs
Eversource,
United Illuminating,
Connecticut Home Energy Solutions (HES),
Energize Connecticut

This report is the process evaluation of the Connecticut Multifamily (MF) Initiative, which leveraged the state's Home Energy Solutions (HES) and Home Energy Solutions-Income Eligible (HES-IE) programs. The objective of this process evaluation is to provide actionable recommendations about how to improve the design, delivery, and administration of the MF Initiative.

Author(s)
EMI Consulting
Publication Date
Organizations or Programs
Energy Upgrade California

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.

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)
Dale Hoffmeyer, U.S. Department of Energy,
Chris Baker, Arizona Public Service (APS),
Torsten Glidden, Build It Green
Publication Date
Organizations or Programs
Energy Upgrade California,
Arizona Home Performance with ENERGY STAR

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.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Baltimore Energy Challenge,
Energy Upgrade California

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

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Pacific Gas & Electric Company (PG&E),
New Jersey Clean Energy Program,
Energy Upgrade California

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.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
EnergySmart,
Bend Energy Challenge,
Energy Upgrade California

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.

Author(s)
UIL Holdings Corporation,
Eversource Energy
Publication Date
Organizations or Programs
Eversource,
United Illuminating,
Connecticut Home Energy Solutions (HES),
Energize Connecticut

This technical reference manual provides detailed, comprehensive documentation of resource and non-resource savings corresponding to the Energy Efficiency Fund program and individual Conservation and Load Management (C&LM) program technologies.

Author(s)
Multifamily Subcommittee of the California Home Energy Retrofit Coordinating Committee
Publication Date
Organizations or Programs
Energy Upgrade California

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.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Energize Phoenix,
Austin Energy,
Sacramento Municipal Utility District (SMUD)

This summary from a Better Buildings Residential Network peer exchange call focused on combining solar and home performance energy efficiency.

Author(s)
American Council for an Energy-Efficient Economy
Publication Date
Organizations or Programs
Energize Phoenix,
Efficiency Vermont,
Delmarva Energy Challenge

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.

Author(s)
NMR Group, Inc.
Publication Date
Organizations or Programs
Eversource,
United Illuminating,
Connecticut Home Energy Solutions (HES),
Energize Connecticut

The study involved on-site visits to 180 single-family homes across Connecticut. The team assessed compliance with the weatherization standard using both the prescriptive and performance paths and made recommendations to improve program quality.

Author(s)
Energize Phoenix
Publication Date
Organizations or Programs
Energize Phoenix

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.

Author(s)
Energy Upgrade California
Publication Date
Organizations or Programs
Energy Upgrade California

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.

Author(s)
Cynthia Adams, Local Energy Alliance Program,
Larry Earegood, Consumers Energy (MI),
John Schott, NYSERDA,
Gavin Hastings, Arizona Public Service,
Emily Salzberg, Washington State University Energy,
Adam Buick, Community Power Works (WA),
Bob Knight, BKi
Publication Date
Organizations or Programs
Arizona Public Service (APS),
Community Power Works,
Energy Upgrade California,
Local Energy Alliance Program (LEAP),
Michigan Home Performance with ENERGY STAR,
New York State Energy Research and Development Authority (NYSERDA),
RePower Kitsap

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

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
EnergySmart,
Energy Upgrade California,
Solar and Energy Loan Fund (SELF)

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

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)
UtilityExchange.org,
Building Performance Institute
Publication Date
Organizations or Programs
Atlanta SHINE,
DecaturWISE,
CharlestonWISE,
Enhabit,
Energy Upgrade California,
Help My House,
FirstEnergy,
Local Energy Alliance Program (LEAP),
NOLA WISE

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.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Energy Upgrade California

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.

Author(s)
U.S. Energy Information Administration
Publication Date
Organizations or Programs
AEP Ohio,
Alabama Power Company,
Alleghany Power,
Alliant-IPL,
Ameren Illinois Utilities,
Ameren Missouri,
Arkansas Oklahoma Gas Corporation,
Baltimore Gas & Electric Company,
Black Hills Energy,
Board of Public Utilities,
Bonneville Power Administration,
Centerpoint Energy Arkansas Gas,
Commonwealth Edison Company (ComED),
Consumers Energy Company,
Connecticut Energy Conservation Management Board,
Delaware Sustainable Energy Utility,
Delmarva Power & Light,
Detroit Edison Company,
Michigan Consolidated Gas Company,
Dominion North Carolina Power,
DP&L,
Duke Energy,
Duquesne Light,
Efficiency Maine,
Efficiency United,
Efficiency Vermont,
Empire District Electric Company,
Entergy Arkansas,
Entergy New Orleans,
Energy Trust of Oregon,
Eummot,
Florida Public Service Commission,
Hawaii Public Utilities Commission,
Idaho Power,
Kansas City Power & Light,
Long Island Power Authority (LIPA),
Louisiana Department of Natural Resources,
NSTAR,
National Grid,
Massachusetts Cape Light Compact,
Massachusetts Department Of Energy Resources,
Massachusetts Energy Efficiency Advisory Council,
Maryland Public Service Commission,
Metropolitan Edison Company,
Michigan Electric Cooperative Association,
Mid-American Energy,
Nevada Power Company,
New Hampshire Utilities,
Northwestern Energy,
New York State Energy Research and Development Authority (NYSERDA),
Oklahoma Corporation Commission,
Oklahoma Gas and Electric Company,
Pacific Power,
PacifiCorp,
Peco Energy Company,
Pennsylvania Electric Company,
Pepco,
PNM,
Potomac Edison,
PPL Electric Utilities,
Postal Regulatory Commission (PRC),
National Association of Regulatory Utility Commissioners (NARUC),
Progress Energy Carolinas,
Maryland Public Service Commission (PSC),
Pennsylvania Public Utility Commission,
Public Utilities Commission of Ohio (PUCO),
Puget Sound Energy,
Rhode Island Energy Efficiency and Resource Management,
RMP,
Rocky Mountain Power,
Salt River Project,
Sierra Pacific Power Company,
Southern Maryland Electric Cooperative (SMECO),
SourceGas Arkansas,
South Carolina Electric & Gas,
Southwestern Gas Corporation,
Southwestern Electric Power Company,
State Corporation Commission,
Tennessee Valley Authority (TVA),
Toledo Edison,
Ohio Edison,
United Illuminating,
West Pen Power Co,
Xcel Energy
For this inventory, EIA reviewed and catalogued 329 data sources containing state energy efficiency program evaluation results into an inventory. The focus of this inventory is to support the National Energy Modeling System (NEMS) and to research cost information in state-mandated energy efficiency program evaluations.
Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Atlanta SHINE,
Be SMART,
Beacon Communities Project,
BetterBuildings for Michigan,
BetterBuildings for Greensboro,
BetterBuildings Lowell Energy Upgrade,
Camden POWER - A Better Buildings Initiative,
CarrboroWISE,
City of Indianapolis Better Buildings Program,
Chapel Hill WISE,
CharlestonWISE,
Enhabit,
Community Alliance for Energy Efficiency (Cafe2),
Community Power Works,
Connecticut Neighbor to Neighbor Energy Challenge,
DecaturWISE,
Efficiency Maine,
emPowerSBC,
Energize Phoenix,
EnergyFit Nevada,
Energy Impact Illinois,
EnergySmart,
Energy Upgrade California,
EnergyWorks,
Fayette County Better Buildings Initiative,
Greater Cincinnati Energy Alliance (GCEA),
Huntsville WISE,
Local Energy Alliance Program (LEAP),
Michigan Saves,
Missouri Agricultural Energy Saving Team - A Revolutionary Opportunity (MAESTRO),
NeighborWorks H.E.A.T. Squad,
New York State Energy Research and Development Authority (NYSERDA),
reEnergize,
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton,
Richmond Regional Energy Alliance (RREA),
ShopSmart with JEA,
Solar and Energy Loan Fund (SELF),
Small Town Energy Program (STEP),
Wisconsin Energy Conservation Corporation (WECC),
Southeast Energy Efficiency Alliance (SEEA)

This publication summarizes some of the incentives offered by Better Buildings Neighborhood Program partners.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Energize Phoenix

In this video interview segment, Mick Dalrymple of Energize Phoenix shares how the program used information about its audience to create a fun and appealing brand.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Energize Phoenix,
Community Power Works

This peer exchange call summary focused on how to calculate and communicate program activities and results.

Author(s)
California Center for Sustainable Energy,
Home Performance Resource Center
Publication Date
Organizations or Programs
Energy Upgrade California

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.

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)
The Energy Foundation
Publication Date
Organizations or Programs
Enhabit,
Keystone Home Energy Loan Program (HELP),
Maryland Clean Energy Center Home Owner Loan Program,
Texas LoanSTAR,
Colorado ENERGY STAR Homes,
U.S. Department of Housing and Urban Development (HUD) Energy Efficient Mortgage Program,
U.S. Department of Housing and Urban Development (HUD) PowerSaver,
Community Preservation Corporation Green Financing Initiative,
New Resource Bank,
Sempra Utilities,
United Illuminating

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.

Author(s)
Steve Culbertson, BKi
Publication Date
Organizations or Programs
Energy Upgrade California
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.
Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Energy Upgrade California,
EnergySmart Colorado

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

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
New York State Energy Research and Development Authority (NYSERDA),
Energy Upgrade California

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

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Austin Energy,
BetterBuildings Lowell Energy Upgrade,
BetterBuildings for Michigan,
Connecticut Neighbor to Neighbor Energy Challenge,
Efficiency Maine,
EnergySmart Colorado,
Energy Upgrade California,
EnergyWorks,
EnergyWorks KC,
Fayette County Better Buildings Initiative,
Greater Cincinnati Energy Alliance (GCEA),
NeighborWorks H.E.A.T. Squad,
New York State Energy Research and Development Authority (NYSERDA)
This fact sheet provides promising approaches for Better Buildings programs seeking to accelerate workforce development to support building energy upgrades. These approaches are organized by estimated level of effort and include rough estimates of cost ranges for implementation.
Author(s)
Los Angeles County, California
Publication Date
Organizations or Programs
Energy Upgrade California
This final report for the Retrofit LA Program includes activities, metrics, accomplishments.
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.
Publication Date
Organizations or Programs
Milwaukee Energy Efficiency (Me2),
Energize Phoenix,
Greater Cincinnati Energy Alliance (GCEA),
Michigan Saves

This peer exchange call summary focused on the challenges and strategies for marketing commercial financial products and attracting financial institutions.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
BetterBuildings for Michigan,
CharlestonWISE,
Enhabit,
Community Power Works,
Connecticut Neighbor to Neighbor Energy Challenge,
Efficiency Maine,
emPowerSBC,
Energize Bedford,
Energize Phoenix,
EnergySmart Colorado,
Energy Upgrade California,
EnergyWorks,
Greater Cincinnati Energy Alliance (GCEA),
Green Madison,
BetterBuildings Lowell Energy Upgrade,
Milwaukee Energy Efficiency (Me2),
Missouri Agricultural Energy Saving Team - A Revolutionary Opportunity (MAESTRO),
NeighborWorks H.E.A.T. Squad,
New Hampshire BetterBuildings,
New York State Energy Research and Development Authority (NYSERDA),
reEnergize,
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton

This presentation includes the brands, website addresses, and images for most of the Better Buildings Neighborhood Program partners.

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)
Dimitrios Laloudakis, Energize Phoenix
Publication Date
Organizations or Programs
Energize Phoenix
This presentation outlines the techniques for collecting and evaluating energy efficiency program evaluation data, including data related to marketing efforts.
Author(s)
Southwest Energy Efficiency Project
Publication Date
Organizations or Programs
Arizona Public Service (APS),
Enhabit,
Georgia How$mart,
Hawaiian Electric Company,
Kansas How$mart,
How$martKY,
Mass Save,
Public Service of New Hampshire,
Rural Energy Savings Program,
Sempra Energy Utilities,
United Illuminating

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

Author(s)
Energy Upgrade California
Publication Date
Organizations or Programs
Energy Upgrade California
Survey form used by Energy Upgrade California to assess open house tour attendee interest in obtaining further information about upgrade opportunities.
Author(s)
Energy Upgrade California
Publication Date
Organizations or Programs
Energy Upgrade California
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.
Author(s)
Energy Upgrade California
Publication Date
Organizations or Programs
Energy Upgrade California
Example loan loss reserve fund agreement.
Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Energy Upgrade California

This peer exchange call summary focused on developing rebate/incentive programs to generate a demand for sustainable programs and products.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Energy Upgrade California

This peer exchange call summary focused on different tenant and resident education programs and how to make them complement larger programs.

Author(s)
Los Angeles County, California
Publication Date
Organizations or Programs
Energy Upgrade California
Sample script Los Angeles County used to survey homeowners about energy issues.
Author(s)
Fairbank, Maslin, Maullin, Metz & Associates
Publication Date
Organizations or Programs
Energy Upgrade California
This presentation describes California property owners' specific interest, awareness, and perceptions regarding energy use, energy efficiency, home energy upgrades, and related topics.
Author(s)
Los Angeles County, California
Publication Date
Organizations or Programs
Energy Upgrade California
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
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.

Marketing and Marketing & Outreach Collaborative Intro, November 2, 2010

Author(s)
Kerry O'Neill, Connecticut Neighbor to Neighbor Energy Challenge
Publication Date
Organizations or Programs
Enhabit,
Energy Upgrade California

Webinar presenting methods for increasing communication within a marketing team. LA County and Oregon BBNP grantees also share their experiences regarding market research and outreach strategy development.

Financing Program Support for ARRA Recipients - PACE Webinar

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Energy Upgrade California,
EnergySmart Colorado

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