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Author(s)
Nexus Energy Center
Publication Date

This organization's community outreach YouTube channel includes more than 40 videos about energy efficiency topics and the services the program provides to homeowners.

Author(s)
Consumers Energy
Publication Date
Organizations or Programs
Consumers Energy

The Energy Efficiency Learning Center offers a selection of trainings and resources to enhance participation in utility energy efficiency programs. It allows users to undertake trainings on the latest home performance standards and best practices on their own schedule.

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)
Efficiency Maine
Publication Date
Organizations or Programs
Efficiency Maine

On Efficiency Maine’s "Find a Residential Registered Vendor" locator on its website, customers can see the services each contractor offers, sort the list by distance from the homeowner, and differentiate contractors based on number of projects completed and customer satisfaction. All contractors are added to the list when they meet the program's requirements.

Author(s)
Elevate Energy
Publication Date
Organizations or Programs
Elevate Energy

This flyer provides information about the program's upgrade process, financing, benefits of the program and of home energy upgrades, and eligibility requirements.

Author(s)
Energize Connecticut
Publication Date
Organizations or Programs
Energize Connecticut

This calendar provides Energize Connecticut's participating contractors with information on upcoming energy efficiency and renewable energy, classes, seminars and conferences.

Author(s)
Focus on Energy
Publication Date
Organizations or Programs
Focus on Energy

This calendar provides Focus on Energy's participating contractors with information on upcoming technical training opportunities, such as conferences, lighting demonstrations, and home efficiency sales and marketing workshops.

Author(s)
Focus on Energy
Publication Date
Organizations or Programs
Focus on Energy

The Trade Ally Code of Conduct outlines the expectations and guidelines related to participation as a registered Trade Ally in the Focus on Energy Program.

Author(s)
Illinois Home Performance
Publication Date
Organizations or Programs
Illinois Home Performance with Energy Star

This calendar provides Illinois Home Performance's participating contractors with information on upcoming residential energy efficiency trainings or events on topics such as HVAC quality installation and an introduction to building science.

Author(s)
Illinois Home Performance
Publication Date
Organizations or Programs
Illinois Home Performance with Energy Star

This free hotline is provided by Illinois Home Performance to help homeowners and energy professionals find quick answers to building science questions.

Author(s)
U.S. Department of Energy
Publication Date
Organizations or Programs
Denver Energy Challenge,
Efficiency Nova Scotia,
Energize Delaware,
Watt Watchers,
Empower Chattanooga,
Energy Upgrade California

This presentation includes examples of 16 programs' creative marketing materials.  The Better Buildings Residential Network held a March Madness tournament to find the most creative residential energy efficiency messages during March Peer Exchange Calls. Sixteen marketing campaigns were featured in a bracket challenge on the calls, and participants made their picks. Residential Network member the Fuel Fund of Maryland was chosen as the winning message for its Watt Watchers campaign.

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

This manual was developed for participating New York Home Performance with ENERGY STAR (HPwES) contractors. It contains information regarding program rules, incentives, and forms. The purpose of this manual is to help contractors understand and navigate the HPwES program.

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

New York Home Performance with ENERGY STAR offers a series of training videos for new contractors covering topics such as creating processes and procedures to manage projects, consumer incentives and financing options, and Quality Assurance (QA) inspections.

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

This series of articles, created for New York Home Performance with ENERGY STAR contractors, covers eight proven steps to winning residential energy efficiency jobs.

Author(s)
California Statewide Communities Development Authority
Publication Date

This document defines consumer protection policies for California's statewide Open PACE program, which is implemented at the local level for residential and commercial property owners. Property assessed clean energy (PACE) programs enable homeowners to finance energy efficiency, renewable energy, and water efficiency improvements. These recommended consumer protection policies can help guide PACE Program implementation to ensure homeowners realize maximum benefit.

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)
Consumer Federation of America
Publication Date

This marketing press release describes 12 tips for consumers to save energy and money in celebration of the first Energy Efficiency Day.

Author(s)
Arizona Public Service (APS) Company
Publication Date
Organizations or Programs
Arizona Public Service (APS)

This example home performance scorecard shows how a contractor compares to anonymized top and bottom scoring companies, based on their quality of measured installations, scope of work, customer satisfaction, and energy savings achieved.

Author(s)
Focus on Energy
Publication Date
Organizations or Programs
Focus on Energy

Focus on Energy created these co-branding and logo requirements that trade allies, or participating contractors, must adhere to when creating marketing materials related to the program.

Author(s)
Michigan Saves
Publication Date
Organizations or Programs
Michigan Saves

Lists a number of resources related to Michigan Saves, including contractor application, home energy loan implementation guide, and training presentations for residential contractors.

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

This Participation Agreement establishes the terms and conditions for all contractors to participate in the NY Residential Existing Homes Program.

Author(s)
Clean Energy Works Oregon (now Enhabit)
Publication Date
Organizations or Programs
Enhabit

Enhabit uses this 100-Point Performance Check to make recommendations to improve home performance.

Author(s)
U.S. Department of Energy,
U.S. Environmental Protection Agency
Publication Date

This tool from Home Performance with ENERGY STAR provides a template to develop an implementation plan for your program.

Author(s)
Fayette County Better Buildings Initiative
Publication Date
Organizations or Programs
Fayette County Better Buildings Initiative

Example credit application from Fayette County Better Buildings.

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

Table summarizing financing options for Colorado residents in EnergySmart Colorado territory.

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

This instructional template offers instructions on how to write a press release.

Author(s)
Illinois Home Performance
Publication Date
Organizations or Programs
Illinois Home Performance with Energy Star

Illinois Home Performance provides co-branding opportunities for participating contractors, including co-branding on program marketing materials.

Author(s)
JEA
Publication Date
Organizations or Programs
ShopSmart with JEA

Bill insert used by JEA to advertise their energy efficiency program.

Author(s)
Mass Save
Publication Date
Organizations or Programs
Mass Save

Summary of minimum standards and requirements for the Massachusetts HEAT Loan program.

Author(s)
New Jersey Clean Energy
Publication Date
Organizations or Programs
New Jersey Home Performance with ENERGY STAR

This presentation provides an overview of New Jersey Clean Energy's approach to contractor engagement, including contractor participation requirements, procedures for quality assurance and quality control, production incentives, training procedures, and an online contractor portal.

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)
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.

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)
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)
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.
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.
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.

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)
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.

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)
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.
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)
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.

Author(s)
U.S. Department of Energy
Publication Date
Worksheet for program administrators to map out their programs' business model framework.
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)
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)
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)
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)
U.S. Department of Energy
Publication Date

An Excel-based example of a financing program model.

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)
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)
Energy Upgrade California
Publication Date
Organizations or Programs
Energy Upgrade California
Example loan loss reserve fund agreement.
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)
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.