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Author(s)
BetterBuildings for Greensboro
Publication Date
Organizations or Programs
BetterBuildings for Greensboro

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

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

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

Author(s)
Energy Impact Illinois
Publication Date

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

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

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

Author(s)
BetterBuildings for Greensboro
Publication Date
Organizations or Programs
BetterBuildings for Greensboro

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

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.

The Role of Behavioral Programs in Portfolios

Author(s)
State and Local Energy Efficiency Action Network
Publication Date

This webcast discusses policy and planning considerations for incorporating behavior programs into efficiency portfolios.

Author(s)
U.S. Department of Energy
Publication Date
Template from the Better Buildings Neighborhood Program for collecting customer usage data from utilities.

Analyzing and Managing Bill Impacts on Energy Efficiency Programs

Author(s)
State and Local Energy Efficiency Action Network
Publication Date

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

Author(s)
BetterBuildings for Michigan
Publication Date
Organizations or Programs
BetterBuildings for Michigan
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(s)
Chapel Hill WISE
Publication Date
Organizations or Programs
Chapel Hill WISE

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(s)
Efficiency Maine
Publication Date
Organizations or Programs
Efficiency Maine

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(s)
Energy Impact Illinois
Publication Date
Organizations or Programs
Energy Impact Illinois
Matrix of participating lenders and associated loan information.
Author(s)
Energy Impact Illinois
Publication Date
Organizations or Programs
Energy Impact Illinois
Flyer for contractors that explains the EI2 loan program and loan eligibility criteria.
Author(s)
Energy Impact Illinois
Publication Date
Organizations or Programs
Energy Impact Illinois
Flyer for contractors that explains the steps needed to complete the EI2 loan process.
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)
Michigan Saves
Publication Date
Organizations or Programs
Michigan Saves
This loan loss reserve fund agreement sets the terms and conditions of the loan loss reserve fund between Michigan Saves and partnering lenders.

Lessons Learned: Measuring Program Outcomes and Using Benchmarks

Author(s)
U.S. Department of Energy
Publication Date
This webcast discusses how to measuring program outcomes and use benchmarks.
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.

Preliminary Impact Evaluation of the U.S. Department of Energy's Better Buildings Neighborhood Program

Author(s)
Jeff Dowd, U.S. Department of Energy,
Ed Vine, Lawrence Berkeley National Laboratory
Publication Date
This presentation discusses the preliminary impact evaluation of the U.S. Department of Energy's Better Buildings Neighborhood Program, including program processes and what program elements are most successful in inducing market changes that will result in sustainable savings.

Preliminary Process and Market Evaluation: Better Buildings Neighborhood Program

Author(s)
Lawrence Berkeley National Laboratory
Publication Date
This webcast provided an overview of the preliminary process and market evaluation completed for the Better Buildings Neighborhood Program.

Raising Investment Funds for Clean Energy Programs & Working with Financial Institutions

Author(s)
Peter Meyer, The E.P. Systems Group, Inc.,
Glenn Barnes and Jennifer Weiss, Environmental Finance Center at The University of North Carolina at Chapel Hill
Publication Date
This webcast provided a broad picture of possibilities for providing energy efficiency financing, and presented guidance on working with financial institutions.
Author(s)
Conservation Services Group
Publication Date
Organizations or Programs
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton
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(s)
RePower Program
Publication Date
Organizations or Programs
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton
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(s)
RePower Program
Publication Date
Organizations or Programs
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton
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.
Author(s)
RePower Kitsap
Publication Date
Organizations or Programs
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton
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(s)
Efficiency Maine
Publication Date
Organizations or Programs
Efficiency Maine
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.

Sources of Energy Efficiency Program Savings for Air Regulators

Author(s)
Steven Schiller, Schiller Consulting, Inc.,
John Shenot, Regulatory Assistance Project,
Cecily McChalicher, Northeast Energy Efficiency Partnerships, Inc.
Publication Date

This presentation cover how and where air quality regulators and others can find information to support the use of energy efficiency to achieve emissions reductions and other co-benefits. Resources covered include a report by the Regulatory Assistance Project (RAP) on energy efficiency data sources for air regulators and the Regional Energy Efficiency Database (REED).

State, Regional and National Energy Efficiency Forecasting

Author(s)
State and Local Energy Efficiency Action Network
Publication Date

This webcast provides approaches for projecting, analyzing and representing end-use energy efficiency potential and its impacts on state, regional and national energy use.

Author(s)
Energy Impact Illinois
Publication Date
Organizations or Programs
Energy Impact Illinois
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.

Tools for Designing & Implementing Better Finance Programs

Author(s)
U.S. Department of Energy
Publication Date
Rather than selecting from two or three fixed models, a successful clean energy finance program will require a sponsor to make a number of design decisions, based on resources available and the needs of the community served. This webinar outlines these key areas for consideration (including potential program sponsors, institutional structure, and potential sources of program revenue) and examples of how organizations across the country have blended design decisions into successful programs.

Using Integrated Resource Planning to Encourage Investment in Cost-Effective Energy Efficiency Measures

Author(s)
State and Local Energy Efficiency Action Network
Publication Date

This webcast reviews the SEE Action report that describes how utility planning processes that allow demand-side resources to compete with supply-side resources can promote cost-effective energy efficiency.

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)
RePower Program
Publication Date
Organizations or Programs
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton

RePower helped consumers access aggregated information about financing and rebates by compiling a customer-friendly guide to all utility and non-utility incentives in its service area.

Clean Energy Program Funding: EPA Local Climate and Webcast Series

Author(s)
U.S. Environmental Protection Agency
Publication Date
Organizations or Programs
Green Works Orlando,
Community Energy Challenge,
Home Energy Affordability Loan (HEAL)

Three-part webinar series. Part I discusses how to design and implement funding programs, line up partners, and gain support for clean energy programs through both conventional and non-conventional methods. Part II discusses how to locate available sources of funding. Part III explains how to leverage existing funds and make clean energy investments more affordable for clean energy program audiences.

Publication Date

Primer for Clean Energy works Portland financial offering. Includes loan term and rates, transfer of ownership, and underwriting criteria to expand access to financing for low-income residents.

Concierge Programs for Contractors - They're Not Just for Consumers Anymore

Author(s)
Jonathan Cohen, U.S. Department of Energy,
Ryan Clemmer, Clean Energy Works Oregon (now Enhabit),
Melanie Paskevich, NeighborWorks,
Jay Karwoski, ICF International
Publication Date
Organizations or Programs
Enhabit,
NeighborWorks H.E.A.T. Squad

This webcast includes slides and information on programs' use of concierge programs to support contractors. It highlights two program examples: Clean Energy Works Oregon (now Enhabit) and Vermont NeighborWorks.

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)
U.S. Department of Energy
Publication Date

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

Author(s)
Efficiency Maine
Publication Date
Organizations or Programs
Efficiency Maine

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.

Exploring Opportunities for Energy Efficiency as a Revenue Stream in the Forward Capacity Markets

Author(s)
Terri Esterly, PJM Capacity Market Operations,
Doug Hurley, Synapse Energy Economics Inc.
Publication Date
Webcast on utility forward capacity markets and how energy efficiency programs may access these markets as a potential source of revenues.

Exploring Opportunities for Energy Efficiency as a Revenue Stream in the Forward Capacity Markets

Author(s)
U.S. Department of Energy
Publication Date
This webcast provides information for energy efficiency programs on the opportunities and challenges associated with participating in forward capacity markets and reliability pricing models as potential revenue streams.
Author(s)
Greater Cincinnati Energy Alliance
Publication Date
Organizations or Programs
Greater Cincinnati Energy Alliance (GCEA)
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.

Keeping Up With Your Audience, So They Keep Up With Your Program

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Efficiency Maine,
U.S. Department of Housing and Urban Development (HUD) PowerSaver
This webcast discussed how market research can help spur demand for home energy efficiency programs.
Author(s)
Mass Save
Publication Date
Organizations or Programs
Mass Save
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(s)
New York State Energy Research and Development Authority (NYSERDA)
Publication Date
Organizations or Programs
New York State Energy Research and Development Authority (NYSERDA)

To deliver the most effective residential energy efficiency programs possible, NYSERDA implemented a quality assurance process to verify that projects meet all program requirements while maintaining healthy and safe conditions for the occupants.

Part I: Getting Started: Answering Big Picture Funding Questions

Author(s)
Neelam Patel, U.S. Environmental Protection Agency,
Pat McGuckin, The Cadmus Group, Inc.,
Richard Dooley, Arlington County, Virginia,
Shawn Collins, Opportunity Council,
Alex Ramel, Sustainable Connections
Publication Date
Organizations or Programs
Community Energy Challenge,
Green Works Orlando

This webcast (Part I of a three-part series) covers the big picture questions that local governments should consider for funding clean energy programs. What resources are available? What are the program priorities? How can these programs pay for themselves? What funding is available? The webinar guides local governments through these and other questions in the context of their own unique circumstances and illustrates the concepts through case studies that explore how local governments have used both conventional and unconventional methods to gain support, line up partners, and design and implement their funding programs.

Part II: Getting it Funded: Finding Funding for your Clean Energy Programs

Author(s)
Neelam Patel, U.S. Environmental Protection Agency,
Pat McGuckin, The Cadmus Group, Inc.,
Marvin Lee, School District of Philadelphia, Pennsylvania,
Nate Boyd, City of Orlando, Florida
Publication Date

This webcast (Part II of a three-part series) discusses how climate and clean energy programs can find funding.

Part III: Keeping it Going: Financing Options for your Clean Energy Programs

Author(s)
Neelam Patel, U.S. Environmental Protection Agency,
Pat McGuckin, The Cadmus Group, Inc.,
Niko Dietsch, U.S. Environmental Protection Agency,
Keith Canfield, Clinton Climate Initiative,
James Christensen and Yvette Rincon, City of Sacramento, California
Publication Date
Organizations or Programs
Sacramento Municipal Utility District (SMUD),
Home Energy Affordability Loan (HEAL)
This webcast (Part III of a three-part series) covers how to choose and implement financing options that meet local needs.
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
Organizations or Programs
Local Energy Alliance Program (LEAP)
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.

Tracking Household Perceptions and Actions

Author(s)
Energy Center of Wisconsin (now Seventhwave)
Publication Date

This on-demand webinar discusses what residential customers in Wisconsin, the Midwest, and the nation have to say about energy topics.  Learn about the Energy Center of Wisconsin's (now Seventhwave's) research on consumer perceptions and actions concerning their energy use at home based on the 2011 Midwest Energy Survey.

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.

A Guide to Using AmeriCorps National Civilian Community Corps Teams to Execute Your Mission

Author(s)
Corporation for National and Community Service
Publication Date
This webcast describes how energy efficiency programs can use AmeriCorps National Civilian Community Corps Teams to help their missions.
Author(s)
U.S. Department of Energy
Publication Date
This audience brainstorming and categorization worksheet assists programs in determining their target audiences and which audiences to prioritize.
Author(s)
BetterBuildings for Michigan
Publication Date
Organizations or Programs
BetterBuildings for Michigan

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.

Build Your Better Buildings Brand

Author(s)
U.S. Department of Energy
Publication Date
This webcast discusses how to build the national Better Buildings brand into your program's marketing/branding to enhance public communications and outreach efforts.
Author(s)
U.S. Department of Energy
Publication Date
Worksheet for program administrators to map out their programs' business model framework.

Collaboration and Consensus Building in States to Support Energy Efficiency as a Resource

Author(s)
Wally Nixon and Eddy Moore, Arkansas Public Service Commission
Publication Date
This webinar presented the story of the successful stakeholder process in Arkansas which led to the state's 2007 "Quick Start" utility-administered energy efficiency programs, the expansion of Quick Start programs to comprehensive programs in 2009, and the adoption in 2010 of increasing annual energy efficiency goals for 2011-2013. General principles of a successful collaborative process by utilities, utility regulators, customers and customer groups, state agencies, energy efficiency and consumer advocates, and others was discussed.

Communicating Success: Measuring Improvements, Sharing Results

Author(s)
U.S. Department of Energy
Publication Date
This webcast teaches attendees how to leverage program results to promote energy efficiency campaigns.

Community Development Finance Institutions: Opportunities for Partnerships with Energy Efficiency Programs

Author(s)
U.S. Department of Energy
Publication Date
This webcast highlights opportunities for community development finance institutions to partner with energy efficiency programs.
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)
U.S. Department of Energy
Publication Date
One-page template to use when developing a partnership agreement between an energy efficiency upgrade program and another organization.
Author(s)
U.S. Department of Energy
Publication Date
This worksheet can help key program and marketing staff collaborate to develop a brand platform.

Developing an Evaluation Measurement and Verification Plan for Your Energy Efficiency Project/Program

Author(s)
Julie Michals, Northeast Energy Efficiency Partnerships, Inc.,
Jonathan Kleinman, CLEAResult
Publication Date

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

Developing an Evaluation, Measurement and Verification Plan For Residential Retrofit Programs

Author(s)
Julie Michals, Northeast Energy Efficiency Partnerships, Inc.,
Chris Neme, Energy Futures Group
Publication Date
This webcast defines Evaluation Measurement and Verification (EM&V), provides DOE guidance on EM&V and reporting, and discussed how to develop a plan for Residential Retrofit Energy Efficient programs.
Author(s)
Louisiana Department of Natural Resources
Publication Date

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(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)
EnergyWorks KC
Publication Date
Organizations or Programs
EnergyWorks Kansas City

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.

Engaging Financial Institution Partners

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Community Energy Challenge,
Michigan Saves
This webcast provides guidance about the financial stakeholder engagement process and offers lessons from the field.
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.

Exploring Power Purchase Agreements: The Basics, Part 1

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Salt Lake County's Energy Smart Loan Program,
Talbot County Project Sunburst
This webcast provides basic information about power purchase agreements.
Author(s)
Fayette County Better Buildings Initiative
Publication Date
Organizations or Programs
Fayette County Better Buildings Initiative

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

Author(s)
Mullin and Lonergan Associates Inc.
Publication Date

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.

Financial Program Management for Continuous Improvement

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
EnergySmart Colorado,
emPowerSBC
This webcast discussed financial program management.
Author(s)
U.S. Department of Energy
Publication Date

An Excel-based example of a financing program model.