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Author(s)
Bay Area Regional Energy Network
Publication Date
Organizations or Programs
Bay Area Regional Energy Network

This business plan outlines the Bay Area Regional Energy Network's (BayREN) ten-year vision, with goals, strategies, and tactics to increase the access and availability of energy efficiency services to a broad range of ratepayers and sectors, including moderate income residents, multifamily property owners, small and medium commercial businesses, and local government municipalities.

Author(s)
California Public Utilities Commission
Publication Date
Organizations or Programs
Energy Upgrade California

The goal of the Marketing Education & Outreach (ME&O) Program is to motivate consumers to take action on energy efficiency/conservation measures and change their behavior. The program strives to both increase consumer awareness and facilitate the ability to act and incorporate technological advances or behavior change using all available resources to reduce energy and choose clean energy options. This Five-Year ME&O Strategic Roadmap includes two main sections: (1) the objectives, strategies, and metrics for customer engagement and how these strategies will lead greenhouse gas reduction and energy efficiency goals of the California Public Utilities Commission.

Author(s)
California Public Utilities Commission
Publication Date
Organizations or Programs
Energy Upgrade California

This document reflects what the California Public Utilities Commission’s customer engagement campaign will accomplish from April 1, 2017 through March 31, 2018. It also includes goals and objectives, target audiences, high-level approaches and strategies, metrics, and implementation roles and responsibilities for each strategy.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
City of Fort Collins Utilities

The City of Fort Collins, Colorado increased the number of homes that are energy efficient through the use of community-based social marketing. Strategies to maximize impact included identifying neighborhoods based on data analysis, simplifying the process for completing upgrades, and using trusted messengers for delivery of tailored messages on energy efficiency services.

Author(s)
Delaware Sustainable Energy Utility
Publication Date
Organizations or Programs
Energize Delaware

This report consists of a literature review and in-depth interviews with subject matter experts in the Home Performance with ENERGY STAR (HPwES) program area. The goal was to compare Delaware Sustainable Energy Utility (DESEU) HPwES Programs with peer-programs across the United States. The report also identifies key metrics and emerging trends regarding program design.

Author(s)
Fort Collins Utilities
Publication Date
Organizations or Programs
City of Fort Collins Utilities

Fort Collins Utilities and partners, Platte River Power Authority (PRPA) and CLEAResult, launched Efficiency Works-Home program, the Efficiency Works- Neighborhoods (EW-N) Pilot. The Pilot is a new model of Utility Energy Efficiency conservation program that is designed for the scale and comprehensiveness of EE and renewables needed to meet the City of Fort Collins Climate Action Plan in the existing home sector.

Author(s)
U.S. Environmental Protection Agency
Publication Date
Organizations or Programs
Energy Outreach Colorado

Energy Outreach Colorado (EOC), an independent nonprofit organization created by the State of Colorado, is a one-stop shop for low-income energy services in the state, including programs for affordable multifamily housing. EOC developed partnerships with a variety of organizations across Colorado, leveraged multiple funding sources, and created new and expanded programs to address gaps in low-income energy assistance. This case study highlights EOC’s key features, approach, partners, funding sources, and achievements, as well as their keys to success and tips for replication and sustainability.

Author(s)
PACE Equity
Publication Date

PACE Equity worked closely with CRE Investment Financing to develop and fund a new construction, micro-apartment project in the Sloans Lake area of Denver. This project is the first new construction PACE project in Colorado, as well as the first PACE project completed in Denver.

Author(s)
Pacific Gas and Electric Company
Publication Date
Organizations or Programs
Pacific Gas & Electric Company (PG&E)

This business plan outlines Pacific Gas and Electric Company's (PG&E's) high-level approach to achieving state energy efficiency policy goals through 2025.

Author(s)
Southern California Edison Company
Publication Date
Organizations or Programs
Southern California Edison Company

This business plan is organized into nine chapters. Chapter I provides background on the business plan concept and describes the organization of Southern California Edison Company's (SCE's) plan. Chapter II presents SCE's vision of EE in California, including discussion of important policy issues. Chapter III provides a summary of SCE's proposed EE portfolio including: SCE's vision and goals; drivers of EE; high-level strategies to achieve its vision; how SCE will comply with the requirements for statewide administration and third-party solicitations; key portfolio data such as budget, forecast energy and demand savings, cost-effectiveness; and proposed metrics.

Author(s)
Southern California Gas Company
Publication Date
Organizations or Programs
Southern California Gas Company

This business plan introduces Southern California Gas Company (SoCal Gas) and the company's vision and goals. It provides detailed strategies and approaches for achieving goals, as well as budgets for activities.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
EnergyLogic,
Built Green Colorado

Focusing on Colorado Springs, Colorado, as a case study, the U.S. Department of Energy's Building America research team IBACOS suggests a win-win between a builder's investment in energy efficiency and that builder's ability to sell homes. Although this research did not ultimately determine why a correlation may exist, a builder's investment in voluntary energy-efficiency programs correlated with that builder's ability to survive the Great Recession of 2007 to 2009. This report explores the relationship between energy-efficiency ratings and the market performance of several builders in Colorado Springs.

Author(s)
California Central Coast Regional Energy Network
Publication Date
Organizations or Programs
California Central Coast Regional Energy Network

This business plan outlines California Central Coast Regional Energy Network's (3C-REN) core design elements - the crucial component of a phased implementation approach to overcome potential barriers, forecasted budget requirements - and shows how measuring success with a comprehensive set of metrics and tools will lead to the anticipated program improvement outcomes and market transformation goals.

Author(s)
Opinion Dynamics Corporation
Publication Date
Organizations or Programs
Energy Upgrade California

This report presents findings from the Cross-Cutting Process Study of California’s 2013-2015 Marketing, Education and Outreach (ME&O) efforts. This study has three overarching goals: to assess how well coordination occurs between the Statewide ME&O administrator and the Investor Owned Utility (IOU) and Regional Energy Network (REN) Program Administrators (PAs); to document ME&O design and implementation activities, and to document how consumers engage with ME&O.

Author(s)
Opinion Dynamics Corporation
Publication Date
Organizations or Programs
Energy Upgrade California

The purpose of this study is to document the effects of California’s Statewide Marketing, Education and Outreach (SW ME&O) program. The primary objective of this study is to assess the effectiveness of SW ME&O efforts overall, as well as against established performance metrics.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Elevate Energy,
ICAST’s ResourceSmart initiative

This case study addresses multifamily energy upgrade experiences by two members of the Better Buildings Residential Network—Elevate Energy and the International Center for Appropriate and Sustainable Technology (ICAST).

Author(s)
EMI Consulting
Publication Date
Organizations or Programs
Energy Upgrade California

This report presents the process evaluation results on the statewide Home Upgrade Program and includes findings on program operations, participant engagement, non-energy impacts, contractor characteristics, and contractor-customer interactions.

Author(s)
DDB
Publication Date
Organizations or Programs
Energy Upgrade California

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

Author(s)
U.S. Department of Energy
Publication Date

This multifamily showcase project profiles the significant energy improvements as well as annual energy savings of 20 percent and cost savings of $68,000 at Los Robles Apartments located in Union City, CA. Los Robles was one of the first Low Income Housing Preservation and Residential Homeownership Act (LIHPRHA) projects in the country to leverage Low-income Housing Tax Credits (LIHTC) and private capital to finance comprehensive energy- and water-efficiency retrofits.

Author(s)
U.S. Department of Energy
Publication Date

This case study focuses on how the Community Home Energy Retrofit Project engaged the community in home energy upgrades.

Author(s)
DNV KEMA Energy & Sustainability
Publication Date

This report documents findings and recommendations from an impact evaluation of the California Energy Commission’s California Comprehensive Residential Retrofit program, a statewide energy upgrade program funded by the American Recovery and Reinvestment Act of 2009. The program funded local and regional subrecipients to develop and test initiatives aimed at transforming the residential energy upgrade market and building an infrastructure for whole-building energy upgrades. These local and regional governments collaborated with California’s major utilities to jointly conduct the statewide Energy Upgrade California program.

Author(s)
Dave Hatchimonji, EnergySmart
Publication Date
Organizations or Programs
EnergySmart Colorado

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

Author(s)
Opinion Dynamics Corporation
Publication Date
Organizations or Programs
Energy Upgrade California

This study of Energy Upgrade California aims to: establish baseline consumer brand awareness; understand consumer associations with the brand; and understand consumer awareness of energy management and bill savings opportunities and barriers to taking action on those opportunities.

Author(s)
Extractable
Publication Date
Organizations or Programs
Energy Upgrade California

This study reviews consumer-facing energy-focused websites and their related assets to provide a comprehensive roadmap for website development to transform and optimize the Energy Upgrade California web portal to better support the program efforts facilitating consumer and small business participation.

Author(s)
Green For All
Publication Date
Organizations or Programs
MPower Oregon,
Kansas How$mart,
PSE&G New Jersey Multifamily Program,
Windsor Efficiency PAYS

This report highlights program and policy attributes that enable successful on-bill programs based on analysis of four program case studies.

Author(s)
Pacific Northwest National Laboratory
Publication Date

This report contains information on the market for home performance upgrades and the opportunities that exist for new home performance contractors; start-up needs and costs for firms entering the home performance contracting industry; home performance business approaches; and how established home performance contractors attract customers. It also contains detailed profiles of eight successful home performance firms across the United States.

Author(s)
Christie Rodriguez, Sacramento Municipal Utility District
Publication Date
Organizations or Programs
Sacramento Municipal Utility District (SMUD)
This presentation describes Sacramento Utility District's program and Marketing & Outreach lessons learned.
Author(s)
Adrianna Masuko, City of San Jose, California
Publication Date
Organizations or Programs
Better Buildings Program San Jose

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

Author(s)
California Public Utilities Commission
Publication Date
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.
Author(s)
Colorado Public Utilities Commission
Publication Date

Form used by the Colorado Public Utilities Commission for consent to disclose utility customer data.

Author(s)
Steve Culbertson, BKi
Publication Date
Organizations or Programs
Energy Upgrade California
This presentation talks about Energy Upgrade California's Flex Path pilot program which offers a menu of upgrade options for homeowners to select. Its flexible approach has been popular with middle-income homeowners interested in upgrades.
Author(s)
Navigant, Inc. (Prepared for Boulder County)
Publication Date
Organizations or Programs
EnergySmart Colorado

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.

Author(s)
Pacific Gas & Electric (PG&E)
Publication Date

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

Author(s)
Los Angeles County, California
Publication Date
Organizations or Programs
Energy Upgrade California
This final report for the Retrofit LA Program includes activities, metrics, accomplishments.
Author(s)
Melissa Glickman, Boulder County, Colorado (now EnergySmart)
Publication Date
Organizations or Programs
EnergySmart Colorado

EnergySmart Colorado uses surveys and a customer database to get feedback from homeowners that helps fine-tune program services and operations.

Author(s)
Energy Upgrade California
Publication Date
Organizations or Programs
Energy Upgrade California
Survey form used by Energy Upgrade California to assess open house tour attendee interest in obtaining further information about upgrade opportunities.
Author(s)
Energy Upgrade California
Publication Date
Organizations or Programs
Energy Upgrade California
This Los Angeles County, California, presentation shares how to build broad, positive awareness of and support for programs; gain the tools and resources to align and coordinate marketing efforts; and increase flexibility and responsiveness in messaging and scope.
Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Enhabit,
EnergySmart Colorado

Clean Energy Works Oregon's (now Enhabit's) experience implementing an on-bill financing program.

Author(s)
Energy Upgrade California
Publication Date
Organizations or Programs
Energy Upgrade California
Example loan loss reserve fund agreement.
Publication Date
Organizations or Programs
Low Income Energy Efficiency (LIEE) Program

This document constitutes the final report for the 2009-2010 process evaluation of the Low Income Energy Efficiency (LIEE) program operated by the four investor-owned utilities (IOU) of California for the California Public Utilities Commission (CPUC). The IOUs include: Pacific Gas and Electric Company (PG&E), Southern California Edison (SCE), Southern California Gas (SCG), and San Diego Gas and Electric (SDG&E). Although the program is now referred to as Energy Savings Assistance Program (ESAP), this report will employ the nomenclature used for the 2009-2010 program cycle.

Author(s)
Gary R. Myers, Poudre Valley Rural Electric Association
Publication Date
Organizations or Programs
EnergySmart Colorado
This presentation explains how to engage and motivate contractors and utility companies through the use of commitments, creating a dynamic program that they can become involved with, and the setting of standards for contractors.
Author(s)
Los Angeles County, California
Publication Date
Organizations or Programs
Energy Upgrade California
Sample script Los Angeles County used to survey homeowners about energy issues.
Author(s)
Fairbank, Maslin, Maullin, Metz & Associates
Publication Date
Organizations or Programs
Energy Upgrade California
This presentation describes California property owners' specific interest, awareness, and perceptions regarding energy use, energy efficiency, home energy upgrades, and related topics.
Author(s)
Los Angeles County, California
Publication Date
Organizations or Programs
Energy Upgrade California
This report describes California property owners' specific interest, awareness, and perceptions regarding energy use, energy efficiency, home energy upgrades, and related topics. The study results were used for program design and to design and support marketing and outreach campaigns that encouraged energy upgrades
Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Cambridge Energy Alliance,
Energy Impact Illinois,
Enhabit,
Energy Upgrade California

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

Author(s)
U.S. Department of Energy
Publication Date
This case study describes the experience of HartmanBaldwin, an architecture and construction company in Pasadena, CA, in becoming Home Performance with ENERGY STAR certified contractors. It includes a detailed example of a home performance upgrade from start to finish based on building science and other principles of the Home Performance with ENERGY STAR training program
Author(s)
KEMA Inc.
Publication Date
Organizations or Programs
California Alternate Rate for Energy (CARE) Program,
Low Income Energy Efficiency (LIEE) Program

This report presents the findings of Phase 2 of the California Public Utilities Commission Low Income Needs Assessment Study. The results of the needs assessment suggest that, over time, the programs have effectively targeted and provided services to low-income households that have the greatest need.