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

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

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

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

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

Template from the Better Buildings Neighborhood Program for collecting customer usage data from utilities.

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).

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.

Form for appraisers intended to help analyze values of energy efficient home features.

Form used by the Colorado Public Utilities Commission for consent to disclose utility customer data.

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

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.

This template, used by Clean Energy Works Oregon (now Enhabit), standardizes a number of forms that contractors fill out for the program.

Authorization form to obtain household energy information.

This template, used by Connecticut Neighbor to Neighbor Energy Challenge, standardizes volunteer data collection efforts at events.

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.

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

Sample phone survey template for program contractors.

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.

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

Example loan loss reserve fund agreement.

This matrix includes specific questions for applicants, participants, and program drop outs related to topics such as awareness, barriers, contractor interactions, paperwork, and finances.

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.

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

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.

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

Sample script Los Angeles County used to survey homeowners about energy issues.

This one page form is used by Austin Energy to document Home Performance With Energy Star analysis results.