Enhabit uses this 100-Point Performance Check to make recommendations to improve home performance.
Presents the loan loss reserve guidelines for the Arkansas Residential Energy Efficiency Loan Loss Reserve Program.
This one page form is used by Austin Energy to document Home Performance With Energy Star analysis results.
A project planning timetable template from Austin Energy that reflects all program planning activities, including marketing.
The AZ Home Performance with ENERGY STAR program (AZHPwES) requires that participating contractors demonstrate a high level of building science knowledge and maintain the highest standards of technical performance and customer service as described in the contractor requirements.
These outreach materials from BetterBuildings for Michigan include a photograph and quote from credible members of the Grand Valley State University (GSVU) community that served as early adopters for the program.
These BetterBuildings for Michigan mailers show satisfied program customers claiming they have the power to make changes and bring results by increasing the efficiency of their homes.
This marketing plan and implementation guide includes the marketing goals and objectives for Boulder County, Colorado (now EnergySmart).
Example Request for Proposal (RFP) to provide Boulder County, Colorado with support services for its Retrofit Ramp Up Program including a social mobilization campaign, database management services, and marketing/public relations services for the both the residential and commercial parts of the Program.
This branding guide was developed for BetterBuildings for Michigan staff so they can consistently use the program's look and feel, messages, and tone in marketing and outreach materials.
Example business plan to serve as an illustration of a functional and realistic business plan.
Chapel Hill WISE created this policy to establish a standard procedure for corrective action and dismissal for contractors. The policy lists standards that contractors are expected to meet, and procedures that the program follows to review concerns, place contractors on probation, and dismiss those who are unable to resolve identified issues.
Example Request for Proposal (RFP) to provide The City of Greensboro with an estimate for the work required to create a Business Process Management Information Technology Tool (BPM IT Tool) for a municipal energy efficiency project.
This data intake template spreadsheet provides a way to track home energy performance metrics.
A marketing and communications plan from Clean Energy Works Oregon (now Enhabit) outlines the program's marketing vision and objectives, as well as the strategies the program planned to undertake to meet these goals.
The business model of Clean Energy Works Oregon (CEWO), a non-profit established to reduce energy waste by encouraging homeowners to take direct action. Advertising the triple-bottom-line benefits of energy retrofits, CEWO guides homeowners throughout the entire retrofit process and provides them easy, no-money down financing options.
Survey for Minnesota home owners participating in Community Energy Services pilot program about their experience at their home visit.
This agreement outlines the goals, contractor standards, hiring standards, training program standards, and procedures for contractor participation in Seattle's Community Power Works program. As a "high-road" agreement, the employment and contracting standards are designed to ensure broad access to economic opportunities for all types of businesses and workers, support training on sustainable career paths, and ensure high-quality work.
This infographic illustrates program accomplishments between 2011 and 2014.
The Community Power Works program in Seattle, WA uses a program dashboard to track progress against targets. This is an example dashboard from March 2015, which is updated on a monthly basis with progress toward goals for sign-ups, energy audits, home energy upgrades, and energy savings.
This is a community workforce agreement between the City of Milwaukee and the Wisconsin Energy Conservation Corporation.
Authorization form to obtain household energy information.
The Energy Efficiency Learning Center offers a selection of trainings and resources to enhance participation in utility energy efficiency programs. It allows users to undertake trainings on the latest home performance standards and best practices on their own schedule.
This guide from Boulder County's EnergySmart service is an example of expectations and guidelines for contractor operations.
Efficiency Maine created a code of conduct for contractors to follow when working in homes. The code is available for download on the Efficiency Maine website, and dictates guidelines for respecting homeowners' property and communicating with the homeowner about appropriate information. Users on the Efficiency Maine website can search a list of vendors that have agreed to follow the code.
This form is used to itemize energy conservation measures as an eligibility requirement under Efficiency Maine's Home Energy Savings Program.
On Efficiency Maine’s "Find a Residential Registered Vendor" locator on its website, customers can see the services each contractor offers, sort the list by distance from the homeowner, and differentiate contractors based on number of projects completed and customer satisfaction. All contractors are added to the list when they meet the program's requirements.
Describes program guidelines for EmPower Louisiana's Home Energy Rebate Option (HERO)-Existing Homes Program. Provides guidance to participants on how the EmPower Louisiana HERO Program will be implemented, and provides details on all aspects of the application and reporting process.
This calendar provides Energize Connecticut's participating contractors with information on upcoming energy efficiency and renewable energy, classes, seminars and conferences.
Flier that summarizes energy efficiency financing offered by Xcel Energy's financing partners.
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.
Fact sheet that provides an overview of the Energy Impact Illinois Loan Program.
This worksheet was designed to help building owners and managers collect data to benchmark buildings using EPA's ENERGY STAR Portfolio Manager. The information in this worksheet is used to establish a building's profile in Portfolio Manager, which is critical to calculating benchmarks of key metrics such as energy intensity and costs, water use, and carbon emissions.
This resource is designed to help new users to ENERGY STAR Portfolio Manager get started with benchmarking.
This marketing and communications plan from Energy Upgrade California includes a goal to reduce aggregate greenhouse gas emissions through energy and resource-saving upgrades of existing building stock. The plan also outlines several objectives the program developed to help them meet this goal.
This plan presents the marketing education and outreach plan for Energy Upgrade California's financing pilots.
This contractor process flowchart from EnergySmart Colorado includes the phases of contractor qualifications review and preparation, site work, and follow up.
Example survey about a homeowner's experience with a visit from an energy advisor as part of EnergySmart in Boulder County, Colorado.
EnergyWorks' phased marketing campaign appeals to Philadelphia homeowners based on the current weather conditions.
This marketing plan from EnergyWorks Kansas City includes a strategic focus for the program's outreach activities, as well as three core marketing objectives Kansas City set out to meet.
This example home performance scorecard shows how a contractor compares to anonymized top and bottom scoring companies, based on their quality of measured installations, scope of work, customer satisfaction, and energy savings achieved.
Example credit application from Fayette County Better Buildings.
This lease agreement is an example of an equipment lease from the Fayette County equipment loan program for contractors.
Fayette County, Pennsylvania completed a county-wide housing market analysis in 2005. The Fayette County Better Buildings program used information contained in the analysis to help inform its program design. For example, the program drew on information about the county's "patch" communities, which are towns constructed in the early 1900s by coal companies to house workers--to ensure that the program would address the unique conditions within these communities.
Table summarizing financing options for Colorado residents in EnergySmart Colorado territory.
This calendar provides Focus on Energy's participating contractors with information on upcoming technical training opportunities, such as conferences, lighting demonstrations, and home efficiency sales and marketing workshops.
The Trade Ally Code of Conduct outlines the expectations and guidelines related to participation as a registered Trade Ally in the Focus on Energy Program.
This article promotes the Greater Cincinnati Energy Alliance's 2012 U.S. Green Building Council /Business Courier Green Business Award for Education/Outreach Ð Nonprofit. The award celebrated the program's outreach approach of reaching out to homeowners directly through community engagement and neighborhood canvassing.
This guide from the Greater Cincinnati Energy Alliance provides an example of protocols for home energy assessments and upgrades.
This strategic plan describes the goals, objectives, market, and business model for the Greater Cincinnati Energy Alliance's energy efficiency program and service offerings.
Questionnaire for contractors participating in the Green Madison program about their overall experience, level of participation, training, and available resources.
Survey for consultants participating in Green Madison and Me2 programs about their experiences with the programs.
This loan loss reserve fund agreement sets the terms and conditions of the loan loss reserve fund between Michigan Saves and partnering lenders.
This calendar provides Illinois Home Performance's participating contractors with information on upcoming residential energy efficiency trainings or events on topics such as HVAC quality installation and an introduction to building science.
This free hotline is provided by Illinois Home Performance to help homeowners and energy professionals find quick answers to building science questions.
Bill insert used by JEA to advertise their energy efficiency program.
Sample Request for Proposals (RFP) was issued by Lawrence Berkley National Laboratory for a process and impact evaluation for the U.S. Department of Energy's Better Buildings Neighborhood Program.
Example loan loss reserve fund agreement.
Summary of minimum standards and requirements for the Massachusetts HEAT Loan program.
On Maryland's Home Performance with ENERGY STAR website, homeowners can review their contractor and experience. These customer reviews, along with contractors' accreditations and services, are published on the website as part of each contractor's information page. Users of the website can search for contractors and sort the results based on homeowner ratings and by geographical location.
A comparative list of lenders participating in the Mass Save HEAT Loan Program and the terms and conditions of the loans that they offer.
Example Me2 and Green Madison process evaluation plan to conduct an in-depth investigation and assessment of the major program areas.
Survey for people who signed up to participate in the Me2 program for home performance assessments, but ultimately decided not to participate. The goal of the survey is to help improve services for future participants.
Participant survey sent to Me2 customers that have completed at least the initial Energy Advocate visit.
An example of a detailed and thorough implementation guide written for the Michigan Saves program.
A brief overview of Michigan Saves' program design that features a diagram of the program process and cash flows.
Lists a number of resources related to Michigan Saves, including contractor application, home energy loan implementation guide, and training presentations for residential contractors.
The document provides best practices and guidance for conducting the energy analysis required for multifamily (MF) building energy improvement projects funded by the various programs of the Maryland Department of Housing andCommunity Development. The intended audience includes energy auditors, building owners and operators, contractors, designers, architects, engineers, and energy efficiency consultants and program staff.
This presentation provides an overview of New Jersey Clean Energy's approach to contractor engagement, including contractor participation requirements, procedures for quality assurance and quality control, production incentives, training procedures, and an online contractor portal.
This is a sample request for proposals (RFP) from New York state for integrated marketing and communications support.
This page contains annual and monthly update reports of the Green Jobs-Green New York program.
This section of NYSERDA's Home Performance Contractor Resource Guide describes quality control procedures for initial review, field inspection, and administrative review of projects. Supporting worksheets are available to assist with compliance and verification.
Two visual flow charts, one that illustrates the process starting with customer interest to final incentive payment, and another that illustrates the program's quality assurance process.
Example of a program design flowchart showing key steps and relationships for the energy efficiency program in Eagle County, Colorado.
Example of a program design flowchart showing key steps and relationships for the energy efficiency program in Greensboro, North Carolina.
Example of an implementation plan developed by EnergySmart Colorado at the beginning of the implementation of its Better Buildings Neighborhood Program.
Boulder, Colorado's EnergySmart program produced a detailed implementation plan with activities, deliverables, and timelines by phase and task.
Mission, goals and objectives of the Regional Climate Protection Authority.
This packet contains all the contractor reporting and verification forms required by Energy Impact Illinois.
Homeowner data collection survey created by RePower.
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 document details the procedures for identifying, documenting, and responding to performance problems associated with contractors in the RePower Program of Kitsap County, Washington. It includes example forms and a draft letter to contractors.
This document details the procedures for identifying, documenting, and responding to performance problems associated with contractors in the RePower Program in Washington. It includes example forms and a draft letter to contractors.
RePower in Bainbridge Island and Bremerton, Washington developed this manual as a set of rules and requirements for acceptable materials and installation procedures for energy efficiency measures installed in existing homes.
This request for proposal from the Southeast Energy Efficiency Alliance is for branding and communications support.
This is a sample request for proposals (RFP) from Philadelphia, Pennsylvania, for public information and marketing support.
This is an example of an RFP for workforce development and other program elements. The RFP covers recruitment, outreach and marketing oriented to homeowners and workers, and service delivery of energy assessments and upgrades.
This sample RFP from Chicago can be used as an example when developing a communications strategy.
Sample energy reduction plan that details specific steps to be taken by the ownership and management at 1234 Any Street to achieve estimated energy savings based on an energy assessment.
A sample request for proposals from Bainbridge Island, Washington, related to establishing a revolving loan fund and loan loss reserve.
A sample competitive procurement procedure to award loan loss reserve funds to a financial institution partner.
A sample request for proposals from Washington state to develop an energy efficiency credit enhancement grant program.
A sample request for proposals from Boulder County, Colorado, to develop an energy efficiency and renewable energy rebate program.
A sample RFP from Greensboro, North Carolina, for energy efficiency loan products.
Sample RFP from Michigan Saves for a third-party to conduct an evaluability assessment and process evaluation for the program during the first phase of implementation.
Flyer summarizing the San Antonio CPS Energy Savers program's financing options.
This mid-program evaluation includes extensive analysis of program sectors, including results of surveys of participants, and summarizes lessons learned to date.
Example of an implementation plan developed by Seattle's Community Power Works at the beginning of the implementation of its Better Buildings Neighborhood Program.