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 conversion rate spreadsheet was developed to assist Home Performance with ENERGY STAR (HPwES) participating contractors.

This marketing plan template was developed to assist Home Performance with ENERGY STAR (HPwES) participating contractors develop their marketing plans.

This marketing tactics spreadsheet was developed to assist Home Performance with ENERGY STAR (HPwES) participating contractors.

This presentation provides an overview of the Energy Savers program for affordable rental housing, its loan structure, and lessons learned.

This report reviews Ouachita Electric Cooperative's transition to its HELP PAYS® tariffed on-bill investment program. This analysis uses data for the first nine months of the program launched in 2016. Some of those benefits are being validated immediately by the market response in the service area compared to the same period of the prior year with HELP, the on-bill financing program that HELP PAYS replaced.

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 Energy Upgrade California marketing plan to educate and empower businesses and consumers across the state of California to promote energy efficient practices and product.

Take you on a tour of the U.S. Department of Energy’s Better Buildings Residential Program Solution Center content and functionality and explore how you can use the Solution Center to help design, implement, and evaluate residential energy efficiency programs. Program examples focus on contractor engagement and workforce development. Learn how to support and partner with the workforce who will deliver your program’s energy efficiency services by understanding their capacity, recruiting contractor partners, enabling technical training and business development support, and refining program processes over time.

This presentation covers the strategies, objectives and metrics for Energy Upgrade California.

The Financing Implementation Plan Template will help you develop a strategy for planning, operating, and evaluating your financing activities.

The Marketing & Outreach Implementation Plan Template will help you develop a strategy for planning, operating, and evaluating your marketing and outreach activities.

The Better Building Residential Program Implementation Plan Template will help you develop a strategy for planning, operating, and evaluating a successful residential energy efficiency program. The template includes sections for all six program components (i.e., Market Position & Business Model, Program Design & Customer Experience, Evaluation & Data Collection, Marketing & Outreach, Financing, and Contractor Engagement & Workforce Development).

The Better Building Residential Program Implementation Plan Template will help you develop a strategy for planning, operating, and evaluating a successful residential energy efficiency program. The template includes sections for all six program components (i.e., Market Position & Business Model, Program Design & Customer Experience, Evaluation & Data Collection, Marketing & Outreach, Financing, and Contractor Engagement & Workforce Development).

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 presentation includes a series of case studies to highlight effective efforts by state and local agencies, non-profits, and utilities to bring energy efficiency and renewable energy (EE/RE) to low-income households. It explores the topic of linking and leveraging EE/RE programs for limited-income households, including the need to coordinate with other energy assistance programs.

This webcast covers DOE's new white paper, Capturing Energy Efficiency in Residential Real Estate Transactions, which highlights how residential energy efficiency programs can help make homes' energy efficiency visible to appraisers, real estate agents, mortgage lenders, homebuyers and sellers. The webcast provides examples of programs around the U.S. that are successfully engaging the real estate community and overcoming barriers to valuing energy efficiency in the home resale process.

This webinar is the sixth (in a series of six) hosted by USDA Rural Utility Service (RUS) and focusing on the Energy Efficiency and Conservation Loan Program (EECLP). This webinar provides an overview of Solar Photovoltaic (PV) Opportunities and the Energy Efficiency and Conservation Loan Program. It features the New Hampshire Electric Co-op's Solar PV Program and SunShot Solar Outreach Partnership (SolarOPs). SolarOPs is a U.S. Department of Energy program designed to increase the use and integration of solar energy in communities across the US.

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.

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 details findings from the evaluation of the Colorado energy efficiency financing program.

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.

This webcast explores residential behavior-based energy efficiency programs and provides data to support issues and recommendations.

A one-page template that helps program administrators visualize activities and associated timelines for their marketing efforts.

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.

This webcast provides an overview of community-based social marketing and provides examples from programs that have used it.

This worksheet can help you organize your ideas and methods for creating an effective evaluation plan.

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.

This webinar is the first (in a series of six) hosted by USDA Rural Utility Service (RUS) and focusing on the Energy Efficiency and Conservation Loan Program (EECLP). This webinar provides an overview of the Energy Efficiency and Conservation Loan Program. It covers the requirements and benefits of the program and also discusses steps you can take to evaluate the cost effectiveness of energy program options.

This webinar is the third (in a series of six) hosted by USDA Rural Utility Service (RUS) and focusing on the Energy Efficiency and Conservation Loan Program (EECLP). The first in a two-part series, this webinar shares best practices from the more than 40 competitively selected state and local governments who participated in the U.S. Department of Energy’s Better Buildings Neighborhood Program, including market position and business model, program design and customer experience, evaluation and data collection, marketing and outreach, financing, and contractor engagement and workforce development.

This webinar is the fourth (in a series of six) hosted by USDA Rural Utility Service (RUS) and focusing on the Energy Efficiency and Conservation Loan Program (EECLP). The second in a two-part series, this webinar shares best practices from the more than 40 competitively selected state and local governments who participated in the U.S. Department of Energy’s Better Buildings Neighborhood Program. This webinar focuses on data collection and continuous improvement, partnering with financial institutions, community-based outreach, and quality assurance of contractor work. It also features a case study from Jackson Electric Member Corporation about their audit tools, rebates and loans, tracking and reporting, and marketing and advertising strategies.

This webinar is the fifth (in a series of six) hosted by USDA Rural Utility Service (RUS) and focusing on the Energy Efficiency and Conservation Loan Program (EECLP). This webinar focuses on financing energy improvements on utility bills and features case studies about Roanoke Electric Cooperative's Upgrade to Save program and North Arkansas Electric Cooperative. It also provides information for programs seeking on-bill financing project assistance.

This webcast provides a market update and key program design considerations for on-bill financing programs.

This packet contains all the contractor reporting and verification forms required by Energy Impact Illinois.

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 instructional template offers instructions on how to write a press release.

This webcast discusses the savings and cost-effectiveness of home energy reports programs.

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.

Energy Trust of Oregon analyzes customer perceptions about energy efficiency.

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 webcast provided an overview to the PowerSaver Loan; described the role of financing in home energy efficiency projects and examples of program's experience; introduced how DOE program sponsors and partners can utilize PowerSaver to offer affordable energy efficiency loans to homeowners; and discussed options, strategies and next steps for interested programs to partner with participating PowerSaver lender(s).

Provides a sample or preliminary term sheet for single family residential energy efficiency loans that can provide a basis for discussions and negotiations with prospective lending partners.

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.

Example proposal evaluation scoring sheet to rank qualifications of financial institution bidders for energy efficiency upgrade loan programs.

A sample for defining and elaborating on the specifics of a clean energy loan program.

Overview of Michigan Saves' employer outreach initiative to drive uptake of home energy upgrades.

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

Overview of lessons learned from EnergySmart Colorado's energy advisor model.

This webcast discusses policy and planning considerations for incorporating behavior programs into efficiency portfolios.

Efficiency Maine developed this online portal, where many of its program forms are available for download (e.g., program overviews and manuals, participation agreements, and related application materials).

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 report presents the results of an independent evaluation of Efficiency Maine Trust's Residential Direct Install Program for Fiscal Year 2013.

This webcast provided an overview of the preliminary process and market evaluation completed for the Better Buildings Neighborhood Program.

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

This webcast provided a broad picture of possibilities for providing energy efficiency financing, and presented guidance on working with financial institutions.

Rather than selecting from two or three fixed models, a successful clean energy finance program will require a sponsor to make a number of design decisions, based on resources available and the needs of the community served. This webinar outlines these key areas for consideration (including potential program sponsors, institutional structure, and potential sources of program revenue) and examples of how organizations across the country have blended design decisions into successful programs.

Presentation describing AFC First's (a lender's) aggressive underwriting and smart product delivery as part of the Keystone HELP program.

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

This presentation explains the pro forma spreadsheet used by Virginia's Local Energy Alliance Program to evaluate program impact.

This presentation describes Sacramento Utility District's program and Marketing & Outreach lessons learned.

Presentation describing San Jose Better Building program and tactics, including strategic partnerships, for reaching moderate income residents.

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 presentation discusses how Clean Energy Durham focuses on getting neighbors to talk to neighbors about energy efficiency to drive demand.

This presentation describes JEA's program and lessons learned about designing custom messages for specific markets.

This presentation describes the Global Green New Orleans program and lessons learned about designing custom messages for specific markets.

A template agreement that addresses the full energy efficiency or renewable energy loan origination cycle.

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

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

Presentation that provides an overview of the Energy Savers Program (Illinois), including services, benefits, and success stories.

This progress report provides community members and others interested in EnergySmart with a clear snapshot of its progress. The report also provides a timeline of energy efficiency policies and programs in Boulder County.

This webcast provides information for energy efficiency programs on the opportunities and challenges associated with participating in forward capacity markets and reliability pricing models as potential revenue streams.

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

A list of tips from Connecticut's Neighbor to Neighbor Energy Challenge for working with utilities to access energy usage data.

Presentation on the SustainableWorks non-profit general contractor model for supporting energy upgrades in Washington state and lessons learned for implementing a whole house approach.

Presentation describing the Clinton Foundation's Home Energy Affordability Loan program.

This presentation describes the Illinois Home Performance program and marketing strategy lessons learned.

This presentation from Efficiency Maine shows early adopters and higher income residents tend to take advantage of large incentives, but smaller incentives may be a way to engage a broader range of income levels.

This presentation describes the Kentucky Home Performance program and lessons learned on testing innovative approaches to engaging consumers.

This webcast discussed how market research can help spur demand for home energy efficiency programs.

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 shares Marketing & Outreach lessons learned from Vermont.

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

This presentation describes Connecticut Neighbor to Neighbor Energy Challenge program and lessons learned on community engagement as a driver of demand.

This presentation describes the New Jersey Clean Energy program and lessons learned on community engagement as a driver of demand.

This presentation describes One Change's program and lessons learned about designing custom messages for specific markets.

Homeowner survey created by the utility to inform their whole home upgrade program.

This presentation describes Washington's RePower program and lessons learned on community engagement as a driver of demand.

This market assessment for the Sarasota County (Florida) Energy Efficiency Upgrade Financing Program identifies the customers and potential demand for an energy efficiency upgrade financing program.

This mid-program evaluation includes extensive analysis of program sectors, including results of surveys of participants, and summarizes lessons learned to date.

This mid-program evaluation includes extensive analysis of program sectors, including results of surveys of participants, and summarizes lessons learned to date.

Connecticut's Neighbor to Neighbor Energy Challenge's perspective on their partnership with Northeast Utilities.