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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)
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
Southeast Energy Efficiency Alliance (SEEA),
Austin Energy

This summary from a Better Buildings Residential Network peer exchange call focused on opportunities and challenges in the Southeast and holistic, whole house approaches for working in hot and humid climates.

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)
Southeast Energy Efficiency Alliance,
North Carolina Justice Center
Publication Date
Organizations or Programs
Southeast Energy Efficiency Alliance (SEEA)
Improving energy efficiency can make energy more affordable, transform unhealthy buildings into comfortable homes, and create thousands of jobs. While there are opportunities across the residential, commercial, and industrial sectors, some of the greatest need and most profound gains can be made in low- and moderate-income housing. This report outlines why focusing on energy efficiency programs to serve North Carolinians of modest means can return benefits to everyone across the state, and discusses many of the steps that can be taken to increase the adoption of energy efficiency in North Carolina.
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)
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)
Southeast Energy Efficiency Alliance
Publication Date
Organizations or Programs
Southeast Energy Efficiency Alliance (SEEA)

SEEA created this document to inform the planning, design and delivery of early-stage energy efficiency programs in the Southeast. This document captures general concepts essential to the successful development and implementation of robust program portfolios, as well as lessons learned from prior experience on the regional and national levels.

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)
Timothy Block, Southeast Energy Efficiency Alliance,
Ian Fischer, Clean Energy Solutions, Inc.,
Steve Morgan, Clean Energy Solutions, Inc.,
Jennifer Weiss, Environmental Finance Center at UNC-Chapel Hill
Publication Date
Organizations or Programs
Southeast Energy Efficiency Alliance (SEEA)

This report presents the underlying barriers and drivers of successful efficiency programs, deliberates upon what financing roles are most appropriate for SEEA involvement going forward, and quantifies the opportunity for energy efficiency financing in the Southeast going forward.

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)
Southeast Energy Efficiency Alliance
Publication Date
Organizations or Programs
Southeast Energy Efficiency Alliance (SEEA)

This report presents the impact evaluation conducted of the 13 programs in the Southeast Consortium Better Buildings Neighborhood Program (BBNP).

Author(s)
Southeast Energy Efficiency Alliance
Publication Date
Organizations or Programs
Southeast Energy Efficiency Alliance (SEEA)

This report provides an independent analysis of the job creation impact of DOE's investment in energy efficiency programs, from 2010 to 2013. The analysis calculates the job creation results that would have occurred in the Southeast, based on the prevailing economic conditions from 2010 to 2013, had DOE invested in sectors other than energy efficiency.

Author(s)
Southeast Energy Efficiency Alliance
Publication Date
Organizations or Programs
Southeast Energy Efficiency Alliance (SEEA)

This report demonstrates the results achieved to date by the Southeast Energy Efficiency Alliance. It highlights the experiences of Consortium programs, their successes driving further investments in energy efficiency improvements, and the challenges that hindered their progress. It also details the infrastructure, resources, and opportunities that support the deployment of energy efficiency programming, and the approaches that the Consortium has found best suited to the region.

Author(s)
Southeast Energy Efficiency Alliance
Publication Date
Organizations or Programs
Southeast Energy Efficiency Alliance (SEEA)

This report provides an independent analysis of the economic performance of SEEA's 13-city, U.S. Department of Energy-funded energy efficiency upgrade consortium from 2010 to 2013. It estimates the net impacts of SEEA's energy efficiency programs on the economy of the southeast region as a whole, and on the economies of the states with participating programs.

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)
Southeast Energy Efficiency Alliance
Publication Date
Organizations or Programs
Southeast Energy Efficiency Alliance (SEEA)

This interim evaluation report examines the design, delivery, and market effects of each of the Southeast Energy Efficiency Alliance's (SEEA) thirteen sub-grantee programs and identifies opportunities to increase each program's success, and quantifies and verifies the energy savings achieved through the programs' funded home energy improvements and the cost-effectiveness of those savings.

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)
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)
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)
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)
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)
Environmental Finance Center at The University of North Carolina at Chapel Hill
Publication Date
Organizations or Programs
BetterBuildings for Greensboro,
Charlotte NC,
CarrboroWISE,
Chapel Hill WISE,
Southeast Energy Efficiency Alliance (SEEA),
Raleigh NC,
Asheville NC

This market assessment evaluates lending options for funding energy efficiency upgrades in North Carolina.

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.

Marketing, Communication, and Outreach: Lessons Learned In and Outside Energy Efficiency

Author(s)
U.S. Department of Energy,
Lawrence Berkeley National Laboratory,
Booz Allen Hamilton, Inc.,
Clean Energy Solutions, Inc.,
Local Energy Alliance Program
Publication Date
Organizations or Programs
Greater Cincinnati Energy Alliance (GCEA),
Local Energy Alliance Program (LEAP),
Southeast Energy Efficiency Alliance (SEEA)

This webcast presents lessons learned in marketing, communication, and outreach, including lessons related to marketing plans.

Author(s)
Southeast Energy Efficiency Alliance
Publication Date
Organizations or Programs
Southeast Energy Efficiency Alliance (SEEA)
This request for proposal from the Southeast Energy Efficiency Alliance is for branding and communications support.

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.