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

This RFQ from Delaware Sustainable Energy Utility (DESEU) seeks an implementation firm that can deliver the Home Performance with ENERGY STAR (HPwES) Program cost-effectively for a three-year period.

Author(s)
Southwestern Electric Power Company (SWEPCO)
Publication Date
Organizations or Programs
Southwestern Electric Power Company (SWEPCO)

SWEPCO's Authorization to Release Information Form is used to release a customer's historical electric usage to a gridSMART Network Contractor.

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

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

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(s)
NYSERDA Green Jobs-Green New York
Publication Date
Organizations or Programs
New York State Energy Research and Development Authority (NYSERDA)

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

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

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

Author(s)
Northeast Energy Efficiency Partnerships, Inc.
Publication Date

The Model EM&V Methods Standardized Reporting Forms were prepared by the Regional Evaluation, Measurement and Verification Forum (‘the Forum’).  The Forum embarked to create a model template that supports greater transparency of program administrator/state EM&V practices used to calculate EE savings via a straightforward, standardized EM&V methods ‘check list.’  This type of document is intended to help energy and environmental policy and market players readily understand and compare EM&V approaches used to estimate reported EE program savings to inform their specific needs. 

Author(s)
Energize Connecticut
Publication Date
Organizations or Programs
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(s)
U.S. Department of Energy
Publication Date
Template from the Better Buildings Neighborhood Program for collecting customer usage data from utilities.
Author(s)
U.S. Environmental Protection Agency
Publication Date

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

Author(s)
EnergySmart
Publication Date
Organizations or Programs
EnergySmart Colorado

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

Author(s)
Maryland Department of Housing and Community Development
Publication Date
Organizations or Programs
BeSmart Maryland

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 and Community Development. The intended audience includes energy auditors, building owners and operators, contractors, designers, architects, engineers, and energy efficiency consultants and program staff.

Author(s)
Northeast Energy Efficiency Partnerships, Inc.
Publication Date

The ultimate objective of the protocol is to develop a system that can be used to guide the production of readily usable dataset that can leverage project data from future meter-based measurement and evaluation studies, or metering studies to develop end-use load shapes. The protocol includes a "NEEP Residential Data Collection Protocol Report" template.

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

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

Author(s)
Research Into Action, Inc.,
NMR Group Inc.
Publication Date

This report presents the preliminary process and market evaluation of the Better Buildings Neighborhood Program. As part of the evaluation, the report identifies the factors most strongly correlated with the 10 most successful grantees' performance and offers recommendations to the Energy Department and grant recipients for the final program year.

Author(s)
Washington State University Energy Program
Publication Date

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

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

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

Author(s)
Connecticut Neighbor to Neighbor Energy Challenge
Publication Date
Organizations or Programs
Connecticut Neighbor to Neighbor Energy Challenge
This template, used by Connecticut Neighbor to Neighbor Energy Challenge, standardizes volunteer data collection efforts at events.
Author(s)
Connecticut Neighbor to Neighbor Energy Challenge
Publication Date
Organizations or Programs
Connecticut Neighbor to Neighbor Energy Challenge
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(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)
U.S. Department of Energy
Publication Date

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

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

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(s)
Green Madison,
Me2
Publication Date
Organizations or Programs
Green Madison,
Milwaukee Energy Efficiency (Me2)

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

Author(s)
Green Madison,
Me2
Publication Date

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

Author(s)
Green Madison
Publication Date

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

Author(s)
Wisconsin Energy Conservation Corporation
Publication Date

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

Author(s)
Me2
Publication Date
Organizations or Programs
Green Madison,
Milwaukee Energy Efficiency (Me2)
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(s)
Me2
Publication Date

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(s)
Me2
Publication Date
Organizations or Programs
Green Madison,
Milwaukee Energy Efficiency (Me2)
Participant survey sent to Me2 customers that have completed at least the initial Energy Advocate visit.
Author(s)
Me2
Publication Date

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

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

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(s)
U.S. Department of Energy
Publication Date
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(s)
Connecticut Neighbor to Neighbor Energy Challenge
Publication Date
Organizations or Programs
Connecticut Neighbor to Neighbor Energy Challenge

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

Author(s)
Connecticut Neighbor to Neighbor Energy Challenge
Publication Date

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

Author(s)
Boulder County, Colorado
Publication Date
Organizations or Programs
EnergySmart Colorado

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(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)
New York State Energy Research and Development Authority (NYSERDA)
Publication Date
Organizations or Programs
New York State Energy Research and Development Authority (NYSERDA)
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(s)
Michigan Saves
Publication Date
Organizations or Programs
Michigan Saves
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(s)
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.