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 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 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 flyer provides information about the program's upgrade process, financing, benefits of the program and of home energy upgrades, and eligibility requirements.

This presentation provides an overview of energy efficiency financing for low- and moderate-income households, including a sector overview, consumer protections, financing products, and lessons learned.

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

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.

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.

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.

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.

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 summary from a Better Buildings Residential Network peer exchange call focused on how organizations can diversify and grow new revenue streams and types of financing approaches used to make resources stretch further and help homeowners finance upgrades. Speakers include Connecticut Green Bank, Sealed, and Craft3.

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 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.

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

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

This summary from a Better Buildings Residential Network peer exchange call focused on developing messaging and branding strategies.

This summary from a Better Buildings Residential Network peer exchange call focused on changes and trends in the market for 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 the benefits and challenges of local programs connecting to national campaigns.

This summary from a Better Buildings Residential Network peer exchange call focused on marketing techniques for lower income and other underrepresented populations.

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.

Presents the loan loss reserve guidelines for the Arkansas Residential Energy Efficiency Loan Loss Reserve Program.

This infographic illustrates program accomplishments between 2011 and 2014.

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.

Fact sheet that provides an overview of the Energy Impact Illinois Loan Program.

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.

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).

Illinois Home Performance provides co-branding opportunities for participating contractors, including co-branding on program marketing materials.

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

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

This summary from a Better Buildings Residential Network peer exchange call focused on using social media for long-term branding and marketing.

Matrix of participating lenders and associated loan information.

Flyer for contractors that explains the EI2 loan program and loan eligibility criteria.

Flyer for contractors that explains the steps needed to complete the EI2 loan process.

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 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 infographic summarizes the results of RePower Bainbridge's Final Boarding Call event, providing an effective, engaging way to share program results with partners and other stakeholders.

This video highlights Steve G. of River Forest, IL sharing his experience of how Energy Impact Illinois helped him improve the comfort and value of his 107 year-old home.

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.

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

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.

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

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

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

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.

This presentation provides the results of a 1,600-person survey of mid- to high-income households conducted by Energy Impact Illinois (EI2) to gauge attitudes toward home improvements and energy efficiency upgrades.

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.

This webcast discussed financial program management.

This webcast discusses financing program RFPs and contract terms and conditions.

This webcast shares useful and effective strategies for getting local leaders to support local government's energy efficiency goals.

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.

This presentation explores the community-based social marketing aspects of RePower Bainbridge and includes insights on knowing your audience, market barriers, and leverage opportunities.

These award winning videos show the benefits of residential energy efficiency.

This planning document from Community Power Works of Seattle, Washington, includes flow charts and tables designed to help guide both the initial launch of the program, which includes setting goals, and its ongoing development.

Presentation describing on-bill repayment programs and providing financing lessons learned.

This webcast highlights lessons learned from programs that have used loan loss reserve funds.

This presentation describes California property owners' specific interest, awareness, and perceptions regarding energy use, energy efficiency, home energy upgrades, and related topics.

Los Angeles County presented its market research analysis.

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

This presentation summarizes the market research that was performed by various Better Buildings Neighborhood Program partners.

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 sample RFP from Chicago can be used as an example when developing a communications strategy.

A sample request for proposals from Bainbridge Island, Washington, related to establishing a revolving loan fund and loan loss reserve.

This presentation shares the findings of research conducted to determine a customer base for energy efficiency improvements developed by the California Public Utilities Commission.

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

This webcast discussed program administration for PACE financing programs.

A sample request for proposals from Washington state to develop an energy efficiency credit enhancement grant program.