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 SEE Action report offers state and local policymakers, state utility regulators, program administrators, financial institutions, consumer advocates and other low- and moderate-income (LMI) household stakeholders an understanding of the relationship between LMI communities and energy efficiency; lessons learned from existing energy efficiency financing programs serving LMI households; and the financing products these programs use and their relative advantages and disadvantages.

This report summarizes the results of an experiment with nearly 2,000 American homeowners and explores the latest research on motivators and barriers to energy efficiency upgrade investments. The report reveals that financial motivators are part of the equation, but not the only part. The report delves into the art of message framing for home energy upgrades and includes several practical recommendations for assessors.

The population of HVAC and home performance buyers is largely made up of baby boomers. The goal of this guide is to explain why programs should consider the baby boomer audience and outline the best ways to market to this audience.

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 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 white paper covers a few of the business-to-business marketing goals including social media strategies critical for an energy auditing business in today's world, while providing insights into how to make the most of these efforts.

This white paper covers the very basics of social media for home performance businesses. It describes how to set up a Home Performance profile on Facebook, Twitter, LinkedIn and Home Energy Pros; content creation ideas for social media accounts; and advanced strategies for improving reach in social media.

This white paper focuses on when to consider paid Facebook ads for building brand awareness and conversion on your organization’s website. It also reviews the most effective tactics for ad creation, targeting, and implementation.

This document provides updated best practice guidelines to help implement the Policy Framework for PACE Financing Programs, initially announced on October 18, 2009. DOE has developed these revisions to the original “Guidelines for Pilot PACE Financing Programs,” initially issued on May 7, 2010, to reflect the evolving structure of the PACE market and incorporate lessons learned from various PACE programs that have been successfully implemented. The revised and updated guidelines focus specifically on best practices and guidelines for residential PACE financing programs.

This study focused on barriers to, and opportunities for, solar photovoltaic energy generation; opportunities for, access to other renewable energy by low-income customers; contracting opportunities for local small businesses in disadvantaged communities; low-income customers to energy efficiency and weatherization investments, including those in disadvantaged communities. It also provides recommendations on how to increase access to energy efficiency and weatherization investments to low-income customers.

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 paper defines customer engagement, illustrates how engagement platforms can be used in energy efficiency programs, and presents guidelines to help program administrators plan, design, implement, and evaluate a modern, integrated, and efficient customer engagement platform. It also covers how advances in big data and tracking systems can support platforms that are technology-enabled, center on customer needs, leverage psychosocial drivers and data analytics, and employ mechanisms to foster long-term trust and loyalty. Effective customer engagement can also lead to higher satisfaction levels, greater energy savings, and more persistence of savings.

Behavioral change programs are not necessarily a separate category of efficiency efforts; rather, behavioral approaches can be effectively integrated into all programs in residential, commercial, or industrial settings. As increased connectivity within homes and businesses expands opportunities to provide energy information, the role of behavior will likely become even more prominent. Consortium for Energy Efficiency, Inc. (CEE) provides this webpage dedicated to behavior change resources.

This report is a guide to all customer-facing financing products—products offered by a lender directly to a borrower—used to pay for energy efficiency. Intended for state and local governments that are deciding whether to start a new program, tune up and existing program, or create a Green Bank, it provides information on the full range of financing product options for target participants, the tradeoffs of various products, and potential advantages and disadvantages for different types of customers.

This paper examines the current state of energy efficiency financing, highlighting segments of strength such as cars, green buildings, and energy service companies, and offering areas that are underserved, including residential low-income and moderate-income households and multifamily housing.

This paper describes the current state of energy efficiency financing, highlighting what is and isn’t working, while offering a look at the future of the industry.

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.

A recent cost vs. value report compared the average cost for popular remodeling projects with the value those projects retain at resale value in 100 different U.S. markets. This Home Energy article discusses how one of the most valuable remodeling options is one you can’t see--energy efficiency.

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.

This document features lessons learned shared by Better Buildings Residential Network members during Peer Exchange Calls held during Autumn 2016.

This document features lessons learned shared by Better Buildings Residential Network members during Peer Exchange Calls held during Fall 2015.

This document features lessons learned shared by Better Buildings Residential Network members during Peer Exchange Calls held in Winter 2016.

This document features lessons learned shared by Better Buidlings Residential Network members during Peer Exchange Calls held during Spring 2016.

Energy burden is the percentage of household income spent on home energy bills. In this report, ACEEE, along with the Energy Efficiency for All coalition, measures the energy burden of households in 48 of the largest American cities. The report finds that low-income, African-American, Latino, low-income multifamily, and renter households all spend a greater proportion of their income on utilities than the average family. The report also identifies energy efficiency as an underutilized strategy that can help reduce high energy burdens by as much as 30%. Given this potential, the report goes on to describe policies and programs to ramp up energy efficiency investments in low-income and underserved communities.

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.

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.

Energy efficiency is good for you--and for the air you breathe, the water you drink, and the community in which you live. This fact sheet shows how saving energy reduces air and water pollution and conserves natural resources, which in turn creates a healthier living environment for people everywhere. It includes the stories of a family in Pennsylvania and a hospital in Florida.

This report explains the psychology of individual energy efficiency actions, and how large scale behavior change programs can use this research to reduce greenhouse gas emissions.

Building on the strategy of creating a sustainable workplace, many companies have been focusing their efforts on developing a sustainable workforce. This approach to combining sustainability initiatives and employee engagement creates a value chain that has positive impacts for employers and employees alike and the communities they live in.

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 report is targeted at both policymakers and program administrators who are less familiar with secondary markets and their significance in the energy efficiency context, as well as those that are more familiar with these concepts and may be actively considering secondary market strategies. It covers how efficient access to capital from secondary markets -- reselling energy loans to investors to replenish program funds -- is being advanced as an important enabler of the energy efficiency industry “at scale.”

This handout summarizes the key lessons learned regarding financing contained in the Better Buildings Residential Program Solution Center.

This handout summarizes the key lessons learned regarding marketing and outreach contained in the Better Buildings Residential Program Solution Center.

This document summarizes top marketing and outreach takeaways shared by Better Buildings Residential Network members during spring 2015 Peer Exchange Calls.

Real estate professionals are increasingly aware that today’s homebuyers consider heating and cooling costs, efficient appliances, and efficient lighting to be important factors in home purchase decisions. Residential energy efficiency and real estate stakeholders, however, agree that the home resale process frequently fails to account for the value of high-performance home features. If investments in energy efficiency were more accurately reflected in home resale prices, homeowners could have greater confidence that these investments would be recouped at resale, and they might make more investments in efficiency.

This website provides an overview of financing as it pertains to state, local, and tribal governments who are designing and implementing clean energy financing programs. Residential financing tools include residential PACE (R-PACE), on-bill financing and repayment, loan loss reserves and other credit enhancements, revolving loan funds, and energy efficient mortgages.

This report lays the groundwork for a dialogue to explore regulatory and policy mechanisms for ensuring that efficiency financing initiatives provide value for society and protection for consumers. Through case studies of Connecticut, New York, Massachusetts, California, and Maryland, it explores emerging issues that jurisdictions will need to tackle when considering an increased reliance on financing.

This report summarizes the legal framework, need for, and viability of establishing a Residential Property Assessed Clean Energy (R-PACE) program in Connecticut.

This report shares the results of a multiyear energy consumer research program. The findings and analysis point to important shifts and highlight growing opportunities for forward-thinking energy providers. Above all, they reinforce the importance of the digitally engaged consumer and the need for energy providers to stake their claims in the digital energy ecosystem.

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.

Homebuyers are not only increasingly interested in high-performance homes, or homes incorporating green features, but they are also willing to pay more for them. This report finds that high-performance homes marketed with green features (such as a solar photovoltaic array or LEED certification) sell for a mean premium of 3.46 percent compared to homes without green features.

This document summarizes top takeaways shared by Better Buildings Residential Network members on Peer Exchange Calls, from tips to collaborating with utilities to cost-effective rebate models.

This Better Buildings Residential Network Partnerships Toolkit includes templates, tools, guides, and examples to help energy efficiency organizations engage in partnerships that leverage resources and strengthen their programs.

During the 2014 legislative session, the Maryland General Assembly passed Senate Bill 985 (Chapter 365 of the 2014 Laws of Maryland) entitled “Maryland Clean Energy Center—Green Banks & Clean Bank Financing Study,” which directed MCEC to study the feasibility of developing a green bank for the State of Maryland. This study focuses primarily on the role of green banks in financing renewable energy and energy efficiency and on the potential need for a green bank in Maryland.

This report proposes a set of data elements that should be collected for each residential and non-residential project, including borrower, property, project, and financing information at the time of the installation.  The data set also includes post-installation information on the performance of both the financing and the project.  These data elements were selected based on an assessment of various data “users” (financial institutions, policy makers, vendors, program administrators, etc.) and their “uses” for the data (what questions would the users want the data to answer). The report also sets out the sources of the data and a methodology for collecting, managing and providing access to the data, and addresses privacy issues and the use of data anonymization and aggregation.

The California investor-owned utilities -- Pacific Gas and Electric (PG&E), Southern California Edison (SCE), Southern California Gas (SoCalGas), and San Diego Gas & Electric (SDG&E), referred to collectively as the IOUs or Joint Utilities -- are designing seven energy efficiency financing pilot programs at the California Public Utilities Commission’s (CPUC's) direction. To help inform the pilot design process and subsequent evaluation efforts, this report summarizes a comprehensive review of 15 existing financing programs representing noteworthy program models across the United States and around the globe.

This publication advances the growth of energy efficiency finance and renewable energy finance markets in the United States by providing industry news, building professional dialogue, and fostering innovation. The forum includes: original feature articles covering cutting-edge topics and conferences; a biweekly newsletter of curated and original content; online conversations among experts in the field; and opportunities to register for webinars and other events

This blog provides six tips the home performance communications professionals can use to create a new or update an existing marketing plan.

This report provides an overview of credit enhancements available, such as loan loss reserves, loan guarantees, debt service reserve funds, and subordinated capital. It also discusses key issues related to credit enhancement, examples of how others have successfully implemented credit enhancements as part of their energy efficiency financing programs, and additional information on existing resources that provide further information on credit enhancement design and implementation.

The report makes the case for establishment of common data collection practices for energy efficiency lending. The report reviews existing practices for the collection of four categories of data from energy efficiency financing programs: (1) customer data; (2) financial product and performance data; (3) facility-level data; and (4) energy efficiency project data. The report then identifies high-priority needs, characterizes potential uses for finance program data, and identifies use cases that describe how stakeholders use data for key objectives and actions.

This report provides an overview of considerations for designing and implementing successful energy efficiency financing programs for existing buildings in the residential and commercial sectors. Information on key issues related to energy efficiency financing programs, guidance to existing resources that provide more in-depth financing program design and implementation information, and strategies for delivering broad customer access to attractive financing products that enhance customer capacity and willingness to invest in energy efficiency to address "first cost" barriers are included.

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.

This guide is designed to serve as a "how-to" reference for island communities (or small, similarly sized, more isolated communities) that want to develop and implement a residential energy-efficiency and conservation program. The purpose of this guide is to help communities chart a course for successful program development based on the lessons learned during implementation and operation of RePower Bainbridge, an energy-efficiency program on Bainbridge Island, Washington.

This report analyzes ten categories of utility-sector energy efficiency programs that have achieved high participation among targeted customer markets. Despite issues with the nature and availability of participation data, the study draws on published data sources and interviews with program contacts and industry experts to identify many examples of programs that have achieved high participation.

There are more than 17 million multifamily households nationwide, yet they remain a significant and mostly untapped opportunity for energy efficiency gains. Many cities and states that have embraced energy retrofitting as a job creator and boon to both the environment and economy have yet to address potential savings in multifamily properties, primarily because of obstacles not faced by single family and commercial properties. This paper discusses two barriers -- a lack of information and financing -- that stand in the way of multifamily energy retrofits.

This report provides an overview of the current state of on-bill programs and provides actionable insights on key program design considerations for on-bill lending programs.

This blog summarizes how BetterBuildings for Michigan, a U.S. Department of Energy (DOE) Better Buildings Neighborhood Program partner, developed a "readiness scale" to help target communities by determining the factors that indicate whether homeowners in a particular area are really ready to commit to energy efficiency upgrades.

Defines key financing terms programs are likely to encounter when designing financing activities.

The test referenced in this article found that the pronoun used in a call-to-action button can make a big difference in whether people click on the button or not.

This presentation describes the financial data Michigan Saves tracks and how the program uses the data to inform program implementation.

This report presents findings from the Energy Forward Consumer Messaging Study. The purpose of this study is to assess
whether Northwest Energy Efficiency Alliance can deploy the Energy Forward mark as a platform or parent brand for all of its
initiatives.

This report is a comprehensive research study of energy efficiency in Northwest residential buildings. It includes a metering study, a single-family report, a manufactured homes report, and a multi-family report. In addition, it includes state-by-state energy use reports, as well as end-use consumption data.

Energy Trust of Oregon analyzes customer perceptions about energy efficiency.

This fact sheet describes the PowerSaver loan program, including benefits, eligible improvements, and requirements.

This presentation provides an overview of the results and lessons learned from 41 community partners that participated in the Better Buildings Neighborhood Program. It also provides an overview of the Better Buildings Residential Program Solution Center.

Research reveals a whole range of unmet housing-related desires in America -- gaps between what Americans have and what they say they need or want. The Demand Institute surveyed more than 10,000 households about their current living situation and what’s important to them in a home. The survey represents all U.S. households: renters and owners; movers and non-movers; young and old and finds that unsatisfied needs and desires cut across the entire population.

As part of the Rhode Island Energy Challenge, National Grid called on its Rhode Island residential electric and gas customers to take a pledge to “Find Your Four” as part of a statewide community initiative to encourage homeowners to find four ways to save energy at home. A participant survey revealed that Rhode Island residential customers liked hearing energy conservation/efficiency information via the Challenge; the Challenge had them thinking and acting differently; and the Challenge had customers participating more actively in energy efficiency programs. This report provides more information on the campaign’s major impact in helping National Grid accomplish important goals, including those related to portfolio savings and customer-centric program outreach and engagement.

With so much to gain, how can we optimize low-income energy efficiency programs to maximize the benefits for financially vulnerable citizens, as well as program implementers and the broader population of ratepayers? This paper shares four important lessons for engaging low-income customers based on Opower’s experience in partnering with utilities to serve the low-income population.

This article provides 10 tips home energy contractors can use to update their marketing outreach and improve their customer service.

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.

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 guide provides a snapshot of the federal finance facilities available for energy efficiency upgrades and clean energy deployment. The guide is organized by market segment, and also includes a table that presents each finance facility by type of instrument along with the federal agency that administers the program.

This report provides an overview of the fundamentals of energy efficiency financing program planning and design and provides tools for deciding the objectives and mechanics of EE financing initiatives. The report walks policymakers and program administrators through key questions that must be resolved to better understand what efficiency financing can be reasonably expected to achieve, and for whom.

This guide provides practical guidance for designing, implementing, and managing a green revolving fund (GRF) at a college, university, or other institution.

Study examining actual loan performance data to assess whether residential energy efficiency is associated with lower default and prepayment risks. Results show that default risks are on average 32 percent lower in energy-efficient homes, controlling for other loan determinants.

Over the past 30 years, program administrators have concentrated on investment behavior change -- that is getting their customers to install things like insulation and lighting systems using various behavior change tools such as marketing, education, rebates, and technical assistance to support the investment behavior change. Today, as program administrators move to expand the range of behavior change strategies in their portfolios, it is often difficult to know where to begin. The New York State Energy Research and Development Authority (NYSERDA) began by detailing the range of behavior change strategies and identifying strategic opportunities.

This presentation provides an overview of PSE&G's Multifamily Housing Program, highlighting drivers, incentive structure, results, and lessons learned.

These 16 state-specific fact sheets report on the results of the Residential Energy Consumption Survey. The fact sheets highlight: overall energy use, electricity use, and expenditures; residential consumption by end use (air conditioning, heating, appliances); main heating fuel; use of cooling equipment; housing types and year of construction; and numbers of televisions and refrigerators.

This report describes ACEEE's Deep South Ethnographic Project, which aimed to answer an overarching question: are end-users of energy in the Southeastern states interested in energy efficiency? This report includes the demographics of ACEEE's informants and responses to a set of questions about energy usage, bills, and money. The report also includes individual case studies from five different sites.

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

This report focuses on four utilities in California. The research for this report included reviewing program documents and tracking databases, conducting two rounds of interviews with four investor owned utility program managers, interviewing California Public Utility Commission staff members and an intervener, surveying 76 on-bill financing program participants and 29 vendors who helped deliver the program, interviewing 12 account executives, and conducting six focus groups across California with 46 energy audit participants who had not participated in on-bill financing.

This fact sheet provides an overview of how state policymakers, utilities, and regulators can overcome barriers to deploying customer energy information and feedback strategies.

Presentation on how Michigan Saves realigned its incentives to encourage more projects with significant energy savings potential.

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 presentation describes the brand, messaging strategy, and campaign tactics used by Philadelphia EnergyWorks to reach its target audience.

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

This document summarizes discussions and recommendations from a forum for practitioners and policymakers aiming to strengthen residential energy efficiency program design and delivery for middle income households.

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.

Presentation that describes the successful elements of the Massachusetts HEAT loan program, including how it is funded and who is eligible.

This plan was jointly developed by gas and electric companies in the state of Massachusetts to set aggressive goals for 2013-2015 through a sustained and integrated statewide energy efficiency effort in accordance with Green Communities Act.

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.

This report profiles the early results of a diverse range of small- to medium-sized American cities with different economic and energy profiles that are pioneering the clean energy economy. Many communities used federal grants to jumpstart long-term strategies to test and refine various clean energy and energy efficiency solutions. Others developed innovative financing strategies in the absence of grant money. These city-led efforts to catalyze local clean energy economic development are important to watch as federal grants sunset, especially in the absence of a comprehensive national energy or climate policy.

Policy brief explaining what constitutes a qualified project under the QECB program.