This article and recruiting presentation highlights reasons why it makes sense for an HVAC contractor to move into home performance, and provides program staff with key touch points to consider in considering potential contractor partners.

This peer exchange call summary focused on assisting contractors with working capital and the coordination of financing strategies.

This report provides policymakers with principles and recommendations to understand and manage concerns about bill and rate impacts resulting from requiring utilities to provide efficiency programs.

This resource is intended to help state energy, environmental, and policy makers identify and quantify the many benefits of clean energy to support the development and implementation of cost-effective clean energy initiatives. It also identified the multiple benefits of clean energy and explains why they should be quantified and considered along with costs.

This research report and slides provide a detailed segmentation of the building energy upgrade market and summarize market research on each segment. Market segments include single-family homes, multi-family homes, and several types of commercial and institutional buildings.

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

This template, used by Clean Energy Works Oregon (now Enhabit), standardizes a number of forms that contractors fill out for the program.

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

This presentation shares how the Neighbor to Neighbor Energy Challenge collected and evaluated data and used the results to improve its program.

Authorization form to obtain household energy information.

Authorization form to obtain household energy information.

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

This presentation describes strategies for outreach to energy contractors and auditors, including contractor incentives.

This Lawrence Berkeley National Laboratory Clean Energy Policy Brief describes how adding sales skills to contractors' existing technical expertise helps convert more assessments into comprehensive home energy upgrades. It profiles Efficiency Maine's contractor sales training and includes a list of resources.

This peer exchange call summary focused on how to gather data for evaluation and reporting.

This peer exchange call summary focused on aggregating, reporting and evaluating information.

This webcast discussed developing an Evaluation Measurement and Verification Plan for energy efficiency programs, including the collection of data and analysis of program performance.

This peer exchange call summary focused on the challenges, advantages and keys of working with partners to obtain and maintain an effective workforce.

This report provides results, lessons learned and recommendations for driving energy efficiency in existing building on an urban scale based on the first year of the Energize Phoenix energy efficiency program.

Sample phone survey template for program contractors.

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.

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.

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.

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

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

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

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

These protocols provide recommended minimum specifications and best practices for protection of occupant health associated with home energy upgrades.

This report highlights the impact of investment for Portland, Oregon in terms of high-quality job creation, equitable hiring, inclusive business opportunities, standardized training, and energy conservation.

This presentation introduces new users to ENERGY STAR Portfolio Manager and how to get started with benchmarking.

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.

This process guide includes information on capturing comments from open-ended survey questions and generating actionable items for program improvement.

This peer exchange call summary focused on creating a dialogue between contractors, trainers and jobseekers about program design/implementation and results of workforce feedback.

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.

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.

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.

This document provides a tutorial of MY ENERGY STAR Account (MESA).  MESA is a Web portal that houses program marks for ENERGY STAR Sponsors and contractors as well as various marketing pieces.

This report identifies issues associated with developing a national evaluation, measurement, and verification (EM&V) standard for end-use, non-transportation, energy efficiency activities.

This report summarizes a home segmentation study conducted by New York State Energy Research and Development Authority (NYSERDA). The study looked at 1,012 homeowners across New York to evaluate how they view home energy consumption, the importance they place on energy saving solutions, and why they would consider taking advantage of programs that increase energy efficiency.

This webcast focused on advanced topics for local government-utility partnerships, with presentations from local governments and their partnering utilities that have well-developed, multi-year relationships and programs.

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.

This publication includes best practices for how to create a quality assurance plan and the key components that these plans should include.

This peer exchange call summary focused on the challenges and effective combinations of quality assurance strategies.

This peer exchange call summary focused on the challenges and solutions to creating jobs, recruitment, training and retention of a workforce.

REED serves as a dashboard for the consistent reporting of electric and natural gas energy efficiency program energy and demand savings and associated costs, avoided emissions and job impacts across the Northeast and Mid-Atlantic region. REED is a project of NEEP's Regional Evaluation, Measurement and Verification Forum (EM&V Forum) and is based on the EM&V Forum's Common Statewide Energy Efficiency Reporting Guidelines.

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.

This report presents the results of a scoping study to assess the need for national databases that can support best practices in energy efficiency program evaluation, measurement, and verification (EM&V).

This report helps policymakers understand how electric and natural gas utilities can achieve greater efficiency by establishing numeric energy savings targets and goals for energy efficiency programs.

This case study discusses the strategies Clean Energy Works Oregon's (now Enhabit's) used to actively engage contractors to make the program successful (e.g., balancing contractors' work priorities, enforcing quality standards).

This report analyzes the energy efficiency opportunity presented to the greater Cincinnati region. Analysis of the region and the Greater Cincinnati Energy Alliance (GCEA) programs shows potential energy cost savings, including positive cash flow from energy cost savings that consistently exceed loan payments, for both residential and nonprofit participants. Investment in energy efficiency could make counties more competitive, create jobs, reduce pollution, and help homeowners and nonprofits make cross-cutting building improvements.

This peer exchange call summary focused on the different types of evaluation methods for residential and commercial programs.

This peer exchange call summary focused on establishing the challenges, strategies and key topics related to the workforce for future peer exchange calls.

The Connecticut Neighbor to Neighbor Energy Challenge developed this form for authorization to obtain household energy information.

The Connecticut Neighbor to Neighbor Energy Challenge developed this form for authorization to obtain household energy information.

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.

Flowcharts showing the key program elements (financing; workforce development; marketing and outreach; and data, evaluation; and reporting).

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.

Courtesy of Clean Energy Solutions. This presentation provides an overview of topics related to building the workforce for energy efficiency programs, including market characterization, stakeholder engagement, training and certification, and community workforce agreements. It includes information on the experience of Clean Energy Works Oregon (now Enhabit) in Portland, Oregon.

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

This presentation provides information on strategies to successfully recruit contractors. Topics include setting goals, identifying contractors, contacting contractors, and following up with contractors.

This webcast discusses door-to-door campaigns and how to track the impacts of these campaigns.

This webinar offers an introduction to EM&V basics, including data collection, tracking tools, M&V approaches, and reporting energy savings.

A report examining workforce certifications, skills benchmarks, and credentialing efforts in renewable energy and energy efficiency programs nationwide and offering recommendations.

Summary of the standards that support job quality, equitable access and quality assurance in several residential energy efficiency programs from different parts of the country.