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.

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

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

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

The Contractor Engagement & Workforce Development Implementation Plan Template will help you develop a strategy for planning, operating, and evaluating your workforce activities.

The Evaluation & Data Collection Implementation Plan Template will help you develop a strategy for planning, operating, and evaluating your data collection and evaluation activities.

The Financing Implementation Plan Template will help you develop a strategy for planning, operating, and evaluating your financing activities.

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

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

The Program Design & Customer Experience Implementation Plan Template will help you develop a strategy for planning, operating, and evaluating your program design activities.

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).

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).

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

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

A short, checklist-style form that contractors complete to participate in Efficiency Maine. The form allows contractors to verify whether they meet basic program requirements, identify their specialized service offerings and qualifications, and describe other information about their businesses.

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. 

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.

A sample for defining and elaborating on the specifics of a clean energy loan program.

This is an application form for contractors (trade allies) interested in participating in the RePower Program of Kitsap County, Washington. The form describes the benefits and requirements for participating contractors, and allows contractors to identify the specific services they offer.

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.

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

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.

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

Authorization form to obtain household energy information.

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.

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

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

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

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.

Template for program administrators to fill out to help determine the goals and design of financing activities.

An Excel-based example of a financing program model.

This simple paper-based dashboard template is a useful tool for developing internal and external reports for communicating on a regular basis key program activities and accomplishments.

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.

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 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.

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

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

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

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

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

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