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

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Author: U.S. Department of Energy
Publication Date: 2017

The Better Building Clean Energy for Low Income Communities Accelerator (CELICA) offers a list of federal funding and financing resources and technical assistance programs for low-to-moderate income community projects. It is a worksheet for program managers to map out relevant resources for their planning or program needs.

Author: Energy Circle, LLC
Publication Date: 2017

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

Author: Energy Circle, LLC
Publication Date: 2017

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

Author: Energy Circle, LLC
Publication Date: 2017

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

Author: U.S. Department of Energy
Publication Date: 2017

This presentation is a customizable tool for energy efficiency programs to convey the value of energy information to real estate professionals, and information on resources real estate professionals can use for further learning.

Author: U.S. Department of Energy
Publication Date: 2015

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).

Author: U.S. Department of Energy
Publication Date: 2015

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).

Author: U.S. Department of Energy
Publication Date: 2015

The Market Position & Business Model Implementation Plan Template will help you develop a strategy for planning, operating, and evaluating your business planning activities.

Author: U.S. Department of Energy
Publication Date: 2015

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

Author: U.S. Department of Energy
Publication Date: 2014

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

Author: U.S. Department of Energy
Publication Date: 2014

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

Author: Energy Impact Illinois
Publication Date: 2014

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

Author: U.S. Department of Energy
Publication Date: 2014

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

Author: Energy Efficiency Finance Corporation
Publication Date: 2014

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.

Author: U.S. Department of Energy
Publication Date: 2014

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

Author: U.S. Department of Energy
Publication Date: 2014

Template from the Better Buildings Neighborhood Program for collecting customer usage data from utilities.

Author: Efficiency Maine
Publication Date: 2013

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).

Author: Appraisal Institute
Publication Date: 2013

Form for appraisers intended to help analyze values of energy efficient home features.

Author: Colorado Public Utilities Commission
Publication Date: 2012

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

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

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

Author: Pacific Gas & Electric (PG&E)
Publication Date: 2012

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

Author: U.S. Department of Energy
Publication Date: 2011

This audience brainstorming and categorization worksheet assists programs in determining their target audiences and which audiences to prioritize.

Author: U.S. Department of Energy
Publication Date: 2011

Worksheet for program administrators to map out their programs' business model framework.

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

This template, used by Connecticut Neighbor to Neighbor Energy Challenge, standardizes volunteer data collection efforts at events.

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

Short survey for Connecticut's Neighbor to Neighbor Energy Challenge workshop participants. The workshop allowed the program to share its energy efficiency offerings with homeowners.

Author: U.S. Department of Energy
Publication Date: 2011

One-page template to use when developing a partnership agreement between an energy efficiency upgrade program and another organization.

Author: U.S. Department of Energy
Publication Date: 2011

This worksheet can help key program and marketing staff collaborate to develop a brand platform.

Author: Energy Upgrade California
Publication Date: 2011

Survey form used by Energy Upgrade California to assess open house tour attendee interest in obtaining further information about upgrade opportunities.

Author: U.S. Department of Energy
Publication Date: 2011

This sample phone survey template for program drop-outs, created by the Better Buildings Neighborhood Program, was designed for programs to find out why applicants that applied to participate in a program ultimately dropped out.

Author: U.S. Department of Energy
Publication Date: 2011

This sample phone survey template, created by the Better Buildings Neighborhood Program, was designed for programs to use with applicants who have been screened out from participating in a program.

Author: U.S. Department of Energy
Publication Date: 2011

This sample email survey template, created by the Better Buildings Neighborhood Program, was designed for programs to develop their own survey of successful program participants in order to assess customer experience.

Author: Energy Upgrade California
Publication Date: 2011

Example loan loss reserve fund agreement.

Author: U.S. Department of Energy
Publication Date: 2011

The U.S. Department of Energy's Message Map and Value Proposition Worksheet is designed to help programs determine the key messages to best communicate to priority audiences.

Author: U.S. Department of Energy
Publication Date: 2011

This document provides a menu of initial questions for a program administrator or implementer to build on and use in developing a real-time evaluation survey to collect qualitative data from contractors.

Author: U.S. Department of Energy
Publication Date: 2011

This document provides a menu of initial questions for a program administrator or implementer to build on and use in developing a real-time evaluation survey to collect qualitative data from program participants.

Author: U.S. Department of Energy
Publication Date: 2011

Sample business plan framework for a program seeking to build private sector capacity then phase out and stop operating.

Author: U.S. Department of Energy
Publication Date: 2011

Sample business plan framework for a program that establishes itself as a government entity, then operates using a fee-based structure.

Author: U.S. Department of Energy
Publication Date: 2011

Sample business plan framework for a program seeking to operate as a marketing contractor to a utility.

Author: U.S. Department of Energy
Publication Date: 2011

Sample business plan framework for a program seeking to operate as a not-for-profit entity.

Author: U.S. Department of Energy
Publication Date: 2010

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

Author: U.S. Department of Energy
Publication Date: 2010

A template agreement demonstrating how to address the deposit and use of loan loss reserve funds.

Author: Los Angeles County, California
Publication Date: 2010

Sample script Los Angeles County used to survey homeowners about energy issues.