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 summary from a Better Buildings Residential Network peer exchange call focused on using tailored messaging and approaches to meet the unique needs of families. Building Doctors is the featured speaker.
This toolkit describes how to strengthen residential energy efficiency program outreach and marketing efforts through data-driven, tailored efforts to change behaviors. One of the greatest challenges facing the residential energy efficiency market is motivating people to take steps to save energy. This toolkit provides guidance, resources, and examples for applying community-based social marketing (CBSM) to increase the number of homes that are energy efficient.
This presentation describes how PG&E is using advanced metering infrastructure (AMI) to enhance their advanced home upgrade whole-house retrofit program, on-bill financing, and residential pay for performance (P4P) program.
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 document defines consumer protection policies for California's statewide Open PACE program, which is implemented at the local level for residential and commercial property owners. Property assessed clean energy (PACE) programs enable homeowners to finance energy efficiency, renewable energy, and water efficiency improvements. These recommended consumer protection policies can help guide PACE Program implementation to ensure homeowners realize maximum benefit.
Residential Property Assessed Clean Energy (R-PACE) -- A Primer for State and Local Energy Officials
This presentation introduces the Energy Programs Consortium report, Residential Property Assessed Clean Energy (R-PACE) - A Primer for State and Local Energy Officials. It also covers R-PACE statistics, program details, comparisons with other financing options, and consumer protections.
This summary from a Better Buildings Residential Network peer exchange call focused on best practices on upgrades for zero energy ready homes. Speakers include Florida Solar Energy Center and BIRAenergy.
This summary from a Better Buildings Residential Network peer exchange call focused on key challenges and opportunities to deploy interactive engagement strategies including customer segmentation, loyalty and reward programs, and gamification. It features speakers from Fiveworx, ICF International, and Cool Choices.
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 presentation covers the public process to encourage stakeholder participation and input in developing the criteria for a comparative assessment of energy efficiency financing programs.
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 summary from a Better Buildings Residential Network peer exchange call focused on communicating non-energy benefits that homeowners and building owners are most interested in. Speakers include Elevate Energy, Green & Healthy Homes Initiative, and Skumatz Economic Research Associates, Inc.
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 summary from a Better Buildings Residential Network peer exchange call focused on demonstration project strategies, advantages and challenges.
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.
Focus on Energy created these co-branding and logo requirements that trade allies, or participating contractors, must adhere to when creating marketing materials related to the program.
This summary from a Better Buildings Residential Network peer exchange call focused on messaging strategies to capture the benefits of home upgrades and attract new customers to home performance.
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.
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.
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.
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 summary from a Better Buildings Residential Network peer exchange call focused on changes and trends in the market for home energy upgrades.
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 case study focuses on how the Community Home Energy Retrofit Project engaged the community in home energy upgrades.
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 presentation covers the New York On-Bill recovery financing, Home Energy Lending Program's (H.E.L.P.) loan program, and California energy efficiency financing products.
This summary from a Better Buildings Residential Network peer exchange call focused on approaches to generate demand for energy efficiency upgrades at multifamily buildings.
This summary from a Better Buildings Residential Network peer exchange call focused on marketing energy efficiency with season-specific marketing strategies and messages.
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.
Residential High Energy Users: Causes and Opportunities
High energy users in single-family homes present the greatest opportunities for energy and cost savings, yet relatively little is known about what is happening in these homes or how energy efficiency and utility programs can engage these consumers. In this on-demand webcast, hear the results of a groundbreaking field study of 100 high-consumption homes in Minnesota. The webcast will discuss possible causes and the technical and behavioral opportunities to reduce usage. Also, it will introduce the households studied to provide a holistic introduction to this utility customer group.
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.
A Field Guide to Utility-Run Behavior Programs: Making Sense of Variety
This webcast covers a report that is a comparative analysis of utility-run behavior programs, which lays the groundwork for further program development by developing a classification scheme, or taxonomy, that sorts programs into discrete categories.
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 presentation covers lesson learned for PACE from the Toledo Port Authority, innovative real estate finance solutions from the Ygrene Energy Fund, and financing energy improvements on utility bills.
This plan outlines a brand and marketing strategy to establish Energy Upgrade California as California's central energy management brand and motivate residential and small business energy consumers to take action to better manage their energy use through the brand's comprehensive statewide marketing, education, and outreach campaigns.
This plan presents the marketing education and outreach plan for Energy Upgrade California's financing pilots.
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.
Financing Energy Improvements on Utility Bills: Case Studies from the Field
This webcast provided an overview of on-bill financing programs, and presented three case studies: Manitoba Hydro, New York State Energy Research and Development Authority, and Pacific Gas & Electric (California).
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 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.
Overview and Preliminary Results of ARRA-Funded SGIG Consumer Behavior Studies
This webcast discusses the background for U.S. Department of Energy’s Smart Grid Investment Grant (SGIG) consumer behavior study effort; the various utilities who are participating and what they each plan to include their respective studies; the quantitative results and qualitative lessons learned thus far from these studies; and the types of research will be undertaken by LBNL over the next several years.
This summary from a Better Buildings Residential Network peer exchange call focused on new and updated revenue strategies.
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 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 report highlights program and policy attributes that enable successful on-bill programs based on analysis of four program case studies.
Presentation describing San Jose Better Building program and tactics, including strategic partnerships, for reaching moderate income residents.
This paper explores ways in which program administrators are using social norms to spur behavior change and, as a result, curb energy use. In recent years, home energy reports (HER) programs have applied the concept of social norms to the energy efficiency context. These feedback programs inform customers of how their energy consumption compares to their neighbors' and provide other information about their usage, with the goal of enticing customers to change their energy use behavior to improve their relative neighborhood ranking.
This peer exchange call summary focused on adapting and adjusting financing strategies after a program was implemented.
Homeowner survey created by the utility to inform their whole home upgrade program.
This peer exchange call summary focused on the challenges and strategies for marketing commercial financial products and attracting financial institutions.
Tracking Household Perceptions and Actions
This on-demand webinar discusses what residential customers in Wisconsin, the Midwest, and the nation have to say about energy topics. Learn about the Energy Center of Wisconsin's (now Seventhwave's) research on consumer perceptions and actions concerning their energy use at home based on the 2011 Midwest Energy Survey.
This paper establishes the size of the potential retrofit market in the United States, and examines the emergence of new financing models that offer the promise of overcoming historical barriers to energy efficiency.
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 peer exchange call summary focused on a general overview and implementation plan of the PACE program.
This report provides state and local policymakers with information on successful approaches to the design and implementation of residential efficiency programs for households ineligible for low-income programs.
Financial Program Management for Continuous Improvement
Financing Programs: RFP & Contract Terms and Conditions
This webcast discusses financing program RFPs and contract terms and conditions.
This report provides an overview of residential customer information and behavior efficiency programs, and identifies key challenges to and solutions for increasing the penetration of these programs nationwide.
Presentation providing an overview of financing programs, a strategy for continuous improvement, tools for program management, a risk management strategy, and common risks associated with financing programs.
This peer exchange call summary focused on developing rebate/incentive programs to generate a demand for sustainable programs and products.
This peer exchange call summary focused on different tenant and resident education programs and how to make them complement larger programs.
Outlines five public-private financing mechanism options for energy efficiency upgrades programs, including on-bill financing, PACE financing, and loan loss reserve funds.
This report presents results, recommendations, and case studies of energy efficiency financing programs.
This paper describes a wide variety of behavior change insights potentially applicable to the energy efficiency program context, provides examples of efficiency programs that have applied these insights, and explores some untapped opportunities to achieve energy savings through behavior change.
Presentation describing on-bill repayment programs and providing financing lessons learned.
This report presents best practices for operating successful portfolio-level efficiency programs, including assessing efficiency potential, cost-effectiveness screening, and developing a portfolio of approaches.
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
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.
This report summarizes the issues and approaches involved in motivating customers to reduce the total energy they consume through energy prices and rate design.
This report considers consumers' perspectives on policy and regulatory issues associated with the administration of energy efficiency investments funded by ratepayers of electric and natural gas utilities.
Financing Program Support for ARRA Recipients - PACE Webinar
Webcast with information on financing structure design for four energy efficiency upgrade programs, including methods used to conduct market evaluations.