U.S. Department of Energy Energy Efficiency & Renewable Energy U.S. Department of Energy Energy Efficiency & Renewable Energy

Program Materials

Author: Clean Energy Works Oregon (now Enhabit)
Publication Date: 2015

Enhabit uses this 100-Point Performance Check to make recommendations to improve home performance.

Author: Arkansas Economic Development Commission
Publication Date: 2014

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

Author: Austin Energy
Publication Date: 2009

This one page form is used by Austin Energy to document Home Performance With Energy Star analysis results.

Author: Austin Energy
Publication Date: 2010

A project planning timetable template from Austin Energy that reflects all program planning activities, including marketing.

Author: BetterBuildings for Michigan
Publication Date: 2013

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.

Author: BetterBuildings for Michigan
Publication Date: 2011

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.

Author: The Cadmus Group, Inc.
Publication Date: 2011

This marketing plan and implementation guide includes the marketing goals and objectives for Boulder County, Colorado (now EnergySmart).

Author: Boulder County, Colorado
Publication Date: 2010

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.

Author: BetterBuildings for Michigan
Publication Date: 2010

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.

Author: Bplans
Publication Date: 2011

Example business plan to serve as an illustration of a functional and realistic business plan.

Author: Chapel Hill WISE
Publication Date: 2013

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.

Author: BetterBuildings for Greensboro
Publication Date: 2012

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.

Author: Conservation Services Group
Publication Date: 2011

This data intake template spreadsheet provides a way to track home energy performance metrics.

Author: Clean Energy Works Oregon (now Enhabit)
Publication Date: 2010

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.

Author: Clean Energy Works Oregon (now Enhabit)

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.

Author: Community Energy Services
Publication Date: 2011

Survey for Minnesota home owners participating in Community Energy Services pilot program about their experience at their home visit.

Author: Community Power Works
Publication Date: 2010

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.

Author: Community Power Works
Publication Date: 2014

This infographic illustrates program accomplishments between 2011 and 2014.

Author: Community Power Works
Publication Date: 2015

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.

Author: City of Milwaukee, Wisconsin; Wisconsin Energy Conservation Corporation
Publication Date: 2010

This is a community workforce agreement between the City of Milwaukee and the Wisconsin Energy Conservation Corporation.

Author: Connecticut Neighbor to Neighbor Energy Challenge
Publication Date: 2011

Authorization form to obtain household energy information.

Author: Populus Sustainable Design Consulting, LLC
Publication Date: 2011

This guide from Boulder County's EnergySmart service is an example of expectations and guidelines for contractor operations.

Author: Efficiency Maine
Publication Date: 2012

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.

Author: Efficiency Maine

This form is used to itemize energy conservation measures as an eligibility requirement under Efficiency Maine's Home Energy Savings Program.

Author: Louisiana Department of Natural Resources
Publication Date: 2011

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.

Author: Xcel Energy
Publication Date: 2013

Flier that summarizes energy efficiency financing offered by Xcel Energy's financing partners.

Author: Energy Impact Illinois
Publication Date: 2013

Matrix of participating lenders and associated loan information.

Author: Energy Impact Illinois
Publication Date: 2013

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

Author: Energy Impact Illinois
Publication Date: 2013

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

Author: Energy Impact Illinois

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

Author: U.S. Environmental Protection Agency

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.

Author: U.S. Environmental Protection Agency
Publication Date: 2013

This resource is designed to help new users to ENERGY STAR Portfolio Manager get started with benchmarking.

Author: Energy Upgrade California
Publication Date: 2010

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.

Author: Energy Upgrade California
Publication Date: 2014

This plan presents the marketing education and outreach plan for Energy Upgrade California's financing pilots.

Author: EnergySmart Colorado

This contractor process flowchart from EnergySmart Colorado includes the phases of contractor qualifications review and preparation, site work, and follow up.

Author: EnergySmart
Publication Date: 2013

Example survey about a homeowner's experience with a visit from an energy advisor as part of EnergySmart in Boulder County, Colorado.

Author: U.S. Department of Energy

EnergyWorks' phased marketing campaign appeals to Philadelphia homeowners based on the current weather conditions.

Author: EnergyWorks KC
Publication Date: 2011

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.

Author: Arizona Public Service (APS) Company
Publication Date: 2016

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.

Author: Fayette County Better Buildings Initiative

Example credit application from Fayette County Better Buildings.

Author: Fayette County Better Buildings Initiative
Publication Date: 2011

This lease agreement is an example of an equipment lease from the Fayette County equipment loan program for contractors.

Author: Mullin and Lonergan Associates Inc.
Publication Date: 2011

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.

Author: EnergySmart Colorado

Table summarizing financing options for Colorado residents in EnergySmart Colorado territory.

Author: Greater Cincinnati Energy Alliance
Publication Date: 2012

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.

Author: Greater Cincinnati Energy Alliance
Publication Date: 2012

This guide from the Greater Cincinnati Energy Alliance provides an example of protocols for home energy assessments and upgrades.

Author: Greater Cincinnati Energy Alliance
Publication Date: 2011

This strategic plan describes the goals, objectives, market, and business model for the Greater Cincinnati Energy Alliance's energy efficiency program and service offerings.

Author: Green Madison
Publication Date: 2011

Questionnaire for contractors participating in the Green Madison program about their overall experience, level of participation, training, and available resources.

Author: Green Madison; Me2
Publication Date: 2011

Survey for consultants participating in Green Madison and Me2 programs about their experiences with the programs.

Author: Michigan Saves
Publication Date: 2013

This loan loss reserve fund agreement sets the terms and conditions of the loan loss reserve fund between Michigan Saves and partnering lenders.

Author: JEA

Bill insert used by JEA to advertise their energy efficiency program.

Author: Lawrence Berkeley National Laboratory
Publication Date: 2011

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.

Author: Energy Upgrade California
Publication Date: 2011

Example loan loss reserve fund agreement.

Author: Mass Save

Summary of minimum standards and requirements for the Massachusetts HEAT Loan program.

Author: Local Energy Alliance Program
Publication Date: 2013

This is a contractor participation agreement used by the Local Energy Alliance Program in Charlottesville, Virginia.

Author: Mass Save
Publication Date: 2012

A comparative list of lenders participating in the Mass Save HEAT Loan Program and the terms and conditions of the loans that they offer.

Author: Wisconsin Energy Conservation Corporation
Publication Date: 2011

Example Me2 and Green Madison process evaluation plan to conduct an in-depth investigation and assessment of the major program areas.

Author: Me2
Publication Date: 2011

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.

Author: Me2
Publication Date: 2011

Participant survey sent to Me2 customers that have completed at least the initial Energy Advocate visit.

Author: Michigan Saves
Publication Date: 2012

An example of a detailed and thorough implementation guide written for the Michigan Saves program.

Author: Michigan Saves
Publication Date: 2010

A brief overview of Michigan Saves' program design that features a diagram of the program process and cash flows.

Author: Michigan Saves

Lists a number of resources related to Michigan Saves, including contractor application, home energy loan implementation guide, and training presentations for residential contractors.

Author: Maryland Department of Housing and Community Development
Publication Date: 2013

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. 

Author: New Jersey Clean Energy
Publication Date: 2014

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.

Author: New York State Energy Research and Development Authority
Publication Date: 2010

This is a sample request for proposals (RFP) from New York state for integrated marketing and communications support.

Author: NYSERDA Green Jobs-Green New York
Publication Date: 2015

This page contains annual and monthly update reports of the Green Jobs-Green New York program.

Author: New York State Energy Research and Development Authority
Publication Date: 2012

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.

Author: New York State Energy Research and Development Authority
Publication Date: 2010

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.

Author: EnergySmart Colorado
Publication Date: 2011

Example of a program design flowchart showing key steps and relationships for the energy efficiency program in Eagle County, Colorado.

Author: BetterBuildings for Greensboro

Example of a program design flowchart showing key steps and relationships for the energy efficiency program in Greensboro, North Carolina.

Author: EnergySmart
Publication Date: 2011

Example of an implementation plan developed by EnergySmart Colorado at the beginning of the implementation of its Better Buildings Neighborhood Program.

Author: EnergySmart Colorado
Publication Date: 2011

Boulder, Colorado's EnergySmart program produced a detailed implementation plan with activities, deliverables, and timelines by phase and task.

Author: Regional Climate Protection Authority
Publication Date: 2012

Mission, goals and objectives of the Regional Climate Protection Authority.

Author: Energy Impact Illinois
Publication Date: 2014

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

Author: RePower Bainbridge
Publication Date: 2012

Homeowner data collection survey created by RePower.

Author: Conservation Services Group
Publication Date: 2013

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.

Author: RePower Program
Publication Date: 2013

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.

Author: RePower Program
Publication Date: 2011

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.

Author: RePower Kitsap
Publication Date: 2013

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.

Author: Southeast Energy Efficiency Alliance
Publication Date: 2010

This request for proposal from the Southeast Energy Efficiency Alliance is for branding and communications support.

Author: City of Philadelphia, Pennsylvania
Publication Date: 2010

This is a sample request for proposals (RFP) from Philadelphia, Pennsylvania, for public information and marketing support.

Author: Clean Energy Works Oregon (now Enhabit)
Publication Date: 2010

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.

Author: Chicago Metropolitan Agency for Planning
Publication Date: 2010

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

Author: Efficiency Maine
Publication Date: 2013

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.

Author: City of Bainbridge Island, Washington
Publication Date: 2010

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

Author: City of Independence, Missouri
Publication Date: 2010

A sample competitive procurement procedure to award loan loss reserve funds to a financial institution partner.

Author: State of Washington Department of Commerce
Publication Date: 2009

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

Author: EnergySmart
Publication Date: 2010

A sample request for proposals from Boulder County, Colorado, to develop an energy efficiency and renewable energy rebate program.

Author: BetterBuildings for Greensboro

A sample RFP from Greensboro, North Carolina, for energy efficiency loan products.

Author: Michigan Saves
Publication Date: 2009

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.

Author: San Antonio Residential Green Building Program

Flyer summarizing the San Antonio CPS Energy Savers program's financing options.

Author: Washington State University Energy Program
Publication Date: 2012

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

Author: Community Power Works
Publication Date: 2011

Example of an implementation plan developed by Seattle's Community Power Works at the beginning of the implementation of its Better Buildings Neighborhood Program.

Author: Energize Connecticut

Data release form that allows the Connecticut Clean Energy Finance and Investment Authority (CEFIA) to obtain customer utility account and actual energy usage data, energy costs, underwriting and loan repayment records, and data on energy savings measures installed.

Author: Energy Impact Illinois
Publication Date: 2013

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.

Author: Eagle County, Colorado
Publication Date: 2010

This is a sample request for proposals (RFP) from Eagle County, Colorado, for marketing services.

Author: U.S. Department of Energy
Publication Date: 2012

This video shows how Better Buildings Neighborhood Program partners are training and expanding their local contractor workforce and supporting professional jobs in communities across the country.

Author: U.S. Department of Energy
Publication Date: 2012

Better Buildings Neighborhood Program's suggestions for how to handle paper copies of utility bills.

Author: U.S. Department of Energy
Publication Date: 2012

This document provides supplemental instructions for requesting, processing, and delivering electric and natural gas usage histories as required by the Better Buildings Neighborhood Program.

Author: Efficiency Vermont

Instructional step-by-step guide for visiting a home to discuss and install energy efficiency measures.

Author: Energy Impact Illinois
Publication Date: 2011

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