This data intake template spreadsheet provides a way to track home energy performance metrics.

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

This guide from Boulder County's EnergySmart service is an example of expectations and guidelines for contractor operations.

This is an example of an RFP for workforce development and other program elements. The RFP covers recruitment, outreach and marketing oriented to homeowners and workers, and service delivery of energy assessments and upgrades.