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Financing Programs: RFP & Contract Terms and Conditions

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
SustainableWorks,
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton,
Milwaukee Energy Efficiency (Me2),
City of San Diego Residential Energy Efficiency Loan Program

This webcast discusses financing program RFPs and contract terms and conditions.

Furthering Your Local Governments' Energy Efficiency Goals: Part 1 - Getting Support From Local Leaders

Author(s)
Chuck Clinton, National Association of State Energy Officials,
Jay Fisette, Arlington County, Virginia,
Michael Yambrach, Washington, D.C.,
Kaci Radcliffe, Skagit County, Washington,
Jennifer Clymer, ICF International
Publication Date

This webcast shares useful and effective strategies for getting local leaders to support local government's energy efficiency goals.

Author(s)
U.S. Department of Energy
Publication Date
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.
Author(s)
Greater Cincinnati Energy Alliance
Publication Date
Organizations or Programs
Greater Cincinnati Energy Alliance (GCEA)
This strategic plan describes the goals, objectives, market, and business model for the Greater Cincinnati Energy Alliance's energy efficiency program and service offerings.
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.

How to Design and Market Energy Efficiency Programs to Specific Neighborhoods

Author(s)
Michelle Leigh, County of Volusia, Florida,
Andrea Petzel, City of Seattle, Washington,
Lilah Glick, Greater Cincinnati Energy Alliance
Publication Date
Organizations or Programs
Community Power Works,
Volusia County,
FL,
Greater Cincinnati Energy Alliance (GCEA)

This webcast offers information on successful marketing strategies, as well as design considerations and market research insights for creating and marketing successful projects in specific neighborhoods.

How to Work with the Media

Author(s)
U.S. Department of Energy
Publication Date
This webcast offers a preview of tools and proven techniques to work with local media to increase program visibility. The webcast also features a discussion where participants shared what is working with their program's media efforts.

Integrating Experimental Design Into Your Program

Author(s)
Annika Todd, Lawrence Berkeley National Lab
Publication Date
Organizations or Programs
Connecticut Neighbor to Neighbor Energy Challenge,
Michigan's Weatherization Assistance Program
Experimental design is often used to increase certainty about the actual impacts of a program and what strategies are worth repeating going forward. This webcast reviewed some experimental design techniques and gave examples of how they might fit into your programs.

Leveraging EPA's Portfolio Manager in Benchmarking and Disclosure Policy

Author(s)
U.S. Department of Energy
Publication Date
This webinar highlights the best practices of state and local benchmarking and disclosure policies. It discusses benchmarking and its place in the larger context of energy management planning and explores in detail some of the choices governments face when implementing these policies.

Leveraging Partnerships with Faith-Based Organizations

Author(s)
Rev. Fletcher Harper, GreenFaith,
Paul C. Raver, Jr., Green Market Solutions,
Alexis Chase, Georgia Interfaith Power & Light
Publication Date
Organizations or Programs
Georgia Interfaith Power & Light's Power Wise,
GreenFaith,
Maryland Home Performance with ENERGY STAR,
New Jersey Home Performance with ENERGY STAR,
PSE&G Whole House Energy Efficiency Program
This webcast explores how faith-based organizations and their partners have used energy efficiency as an organizing motivator to upgrade the institutional building and then members' homes.
Author(s)
Energy Upgrade California
Publication Date
Organizations or Programs
Energy Upgrade California
Example loan loss reserve fund agreement.

Managing Financing Programs: Spreadsheet Models

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Montana Alternative Energy Revolving Loan Program,
Texas LoanSTAR
This webcast provides an overview of spreadsheet models available to help manage financing programs.
Author(s)
Maryland's Home Performance with ENERGY STAR
Publication Date
Organizations or Programs
Maryland Home Performance with ENERGY STAR

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.

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

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.

Partnering with Utilities Part 1 -- Successful Partnerships and Lessons from the Field

Author(s)
Jennifer Clymer, ICF International,
Philip LaMay, Allegheny County, Pennsylvania,
Christian Williss, Denver, Colorado,
Sharon Procopio, Denver, Colorado
Publication Date
Organizations or Programs
Denver Energy Challenge
This webcast served as a roundtable for communities to describe successful partnerships between local governments and utilities that enabled the local governments to implement new clean energy programs or enhance existing ones.

Partnering with Utilities Part 2-Topics for Local Governments-Creating Successful Partnerships with Utilities to Deliver Energy Efficiency Programs

Author(s)
Jennifer Clymer, ICF International,
Neal De Snoo, Berkeley, California,
Dan Schoenholz, Fremont, California,
Catherine Squire and Gina Blus, Pacific Gas and Electric Company,
Jon Ippel, Orlando, Florida,
Cameron Saulsby, Orlando Utilities Commission
Publication Date
Organizations or Programs
East Bay Partnership,
Green Works Orlando

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.

Author(s)
EnergySmart Colorado
Publication Date
Organizations or Programs
EnergySmart Colorado
Example of a program design flowchart showing key steps and relationships for the energy efficiency program in Eagle County, Colorado.
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)
EnergySmart
Publication Date
Organizations or Programs
EnergySmart Colorado

Example of an implementation plan developed by EnergySmart Colorado at the beginning of the implementation of its Better Buildings Neighborhood Program.

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

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.

Residential Retrofit Program Design Guide Overview

Author(s)
Richard Faesy, Energy Futures Group,
Andy Meyer, Efficiency Maine,
Nikki Kuhn, Vermont Energy Investment Corporation
Publication Date
Organizations or Programs
Efficiency Maine

Webcast on the DOE Residential Retrofit Program Design Guide, which focuses on the key elements and design characteristics of building and maintaining a successful residential upgrade program.

Author(s)
Community Power Works
Publication Date
Organizations or Programs
Community Power Works
Example of an implementation plan developed by Seattle's Community Power Works at the beginning of the implementation of its Better Buildings Neighborhood Program.
Author(s)
Energy Impact Illinois
Publication Date
Organizations or Programs
Energy Impact Illinois
These award winning videos show the benefits of residential energy efficiency.

Workforce Development and Sales Training for Energy Efficiency Contractors

Author(s)
Elizabeth Stuart, Lawrence Berkeley National Laboratory
Publication Date
Organizations or Programs
Efficiency Maine,
Efficiency Vermont
This webcast reports on the energy efficiency services sector workforce size, expectations for growth, and training needs and features a case studies from Efficiency Vermont and Efficiency Maine.
Author(s)
Austin Energy
Publication Date
Organizations or Programs
Austin Energy
A project planning timetable template from Austin Energy that reflects all program planning activities, including marketing.
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)
Arizona Home Performance with ENERGY STAR
Publication Date
Organizations or Programs
Arizona Home Performance with ENERGY STAR,
Southwest Gas,
Arizona Public Service (APS),
Salt River Project (SRP)

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.

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)
BetterBuildings for Michigan
Publication Date
Organizations or Programs
BetterBuildings for Michigan
This branding guide was developed for BetterBuildings for Michigan staff so they can consistently use the program's look and feel, messages, and tone in marketing and outreach materials.
Author(s)
Clean Energy Works Oregon (now Enhabit)
Publication Date
Organizations or Programs
Enhabit

A marketing and communications plan from Clean Energy Works Oregon (now Enhabit) outlines the program's marketing vision and objectives, as well as the strategies the program planned to undertake to meet these goals.

Author(s)
Community Power Works
Publication Date
Organizations or Programs
Community Power Works

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.

Creating Liquidity for Energy Efficiency Loans in Secondary Markets

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

This webcast discusses secondary markets as a means for private investors to participate in and fund energy efficiency loan programs.

Designing Effective Incentives to Drive Residential Retrofit Program Participation

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Austin Energy,
Efficiency Maine,
New Jersey Home Performance with ENERGY STAR,
New York State Energy Research and Development Authority (NYSERDA),
Efficiency Vermont

This webcast covers information about designing effective incentives to drive residential retrofit program participation.

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

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

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

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

Door-to-Door Outreach and Tracking Impacts

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Efficiency Vermont

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

EM&V Basics, Tools and Resources to Assist EECBG and SEP Grantees

Author(s)
Julie Michals, Northeast Energy Efficiency Partnerships, Inc.,
Phil Sieper, The Cadmus Group, Inc.,
Mark Stetz, Stetz Consulting
Publication Date

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

Finance Planning

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Michigan Saves
This webcast discussed the broad spectrum of needs financing mechanisms must address within integrated energy efficiency programs.

Guidelines for Retrieving Customer Usage Data from Utilities

Author(s)
U.S. Department of Energy
Publication Date
This webcast presents the guidelines for retrieving customer usage data from utilities.

How to Design a Community Energy Alliance

Author(s)
Ben Taube and Jolyn Newton, Southeast Energy Efficiency Alliance,
Eric Mackres, American Council for an Energy-Efficient Economy
Publication Date
Organizations or Programs
City of Decatur Kilowatt Crackdown,
Community Energy Challenge,
Go Green Nashville,
Local Energy Alliance Program (LEAP)
Webcast on how to design a community energy alliance.

Loan Loss Reserves: Lessons from the Field

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

This webcast highlights lessons learned from programs that have used loan loss reserve funds.

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.

Marketing & Outreach: Working with and Learning from Contractors

Author(s)
Karen Villeneuve, NYSERDA,
Peter Krajsa, AFC First Financial Corporation,
Michael Rogers, GreenHomes America,
Matt Golden, Recurve
Publication Date
Organizations or Programs
Keystone Home Energy Loan Program (HELP),
New York State Energy Research and Development Authority (NYSERDA),
Connecticut Solar Lease,
Connecticut Energy Efficiency Fund,
Kentucky Home Performance,
AFC First's EnergyLoan Program

This webcast highlights programs that actively engage the contractor community in program design and implementation. Several contractors share their views on best practices for Marketing & Outreach.

Marketing and Marketing & Outreach Collaborative Intro, November 2, 2010

Author(s)
Kerry O'Neill, Connecticut Neighbor to Neighbor Energy Challenge
Publication Date
Organizations or Programs
Enhabit,
Energy Upgrade California

Webinar presenting methods for increasing communication within a marketing team. LA County and Oregon BBNP grantees also share their experiences regarding market research and outreach strategy development.

Marketing, Communication, and Outreach: Lessons Learned In and Outside Energy Efficiency

Author(s)
U.S. Department of Energy,
Lawrence Berkeley National Laboratory,
Booz Allen Hamilton, Inc.,
Clean Energy Solutions, Inc.,
Local Energy Alliance Program
Publication Date
Organizations or Programs
Greater Cincinnati Energy Alliance (GCEA),
Local Energy Alliance Program (LEAP),
Southeast Energy Efficiency Alliance (SEEA)

This webcast presents lessons learned in marketing, communication, and outreach, including lessons related to marketing plans.

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)
This is a sample request for proposals (RFP) from New York state for integrated marketing and communications support.
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.

Pennsylvania's Keystone HELP Program

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Keystone Home Energy Loan Program (HELP)
This webcast presents Pennsylvania's Keystone HELP program as a case study for successful public/private partnerships for consumer energy efficiency financing.

Quality Assurance for Residential Retrofit Programs

Author(s)
Jim Grevatt, Vermont Energy Investment Corporation
Publication Date

This DOE Technical Assistance Program webcast covers why quality assurance is important for residential upgrade programs, how to define realistic goals, and the key elements of a QA program.

Author(s)
Southeast Energy Efficiency Alliance
Publication Date
Organizations or Programs
Southeast Energy Efficiency Alliance (SEEA)
This request for proposal from the Southeast Energy Efficiency Alliance is for branding and communications support.
Author(s)
City of Independence, Missouri
Publication Date

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

Author(s)
Eagle County, Colorado
Publication Date
Organizations or Programs
EnergySmart Colorado
This is a sample request for proposals (RFP) from Eagle County, Colorado, for marketing services.

Tips and Tools for Promoting Your Energy Efficiency Project

Author(s)
Jim Arwood, National Association of State Energy Officials,
Nancy Raca, ICF International
Publication Date

This webcast provides information on why outreach is important for program success and how programs can promote their efforts.

Financing Program Support for ARRA Recipients - PACE Webinar

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Energy Upgrade California,
EnergySmart Colorado

Webcast with information on financing structure design for four energy efficiency upgrade programs, including methods used to conduct market evaluations.

PACE Legal Authority & Administration: Financing Program Support for ARRA Recipients

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
EnergySmart,
CaliforniaFIRST,
Sustainable Energy Trust Program,
Long Island Green Homes

This webcast discussed program administration for PACE financing programs.

PACE Legal Issues: Financing Program Support for ARRA Recipients

Author(s)
U.S. Department of Energy
Publication Date
This webcast discussed legal issues for PACE financing programs.

Revolving Loan Fund Basics and Best Practices

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Texas LoanSTAR,
Montana Alternative Energy Revolving Loan Program
This webcast featured four presentations providing examples and best practices for revolving loan funds.

Revolving Loan Funds: An Introduction

Author(s)
U.S. Department of Energy
Publication Date
This webcast provides an introduction to revolving loans funds, highlighting basics and best practices.
Author(s)
State of Washington Department of Commerce
Publication Date
Organizations or Programs
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton
A sample request for proposals from Washington state to develop an energy efficiency credit enhancement grant program.
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)
Clean Energy Works Oregon (now Enhabit)

The business model of Clean Energy Works Oregon (CEWO), a non-profit established to reduce energy waste by encouraging homeowners to take direct action. Advertising the triple-bottom-line benefits of energy retrofits, CEWO guides homeowners throughout the entire retrofit process and provides them easy, no-money down financing options.

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.