This presentation from Clean Energy Works Oregon (now Enhabit) covers their "One-Stop Shop" Home Energy Remodel process where customers were guided through a four-step process: apply, assess, finance, and transform. This simple process gave customers access to a comprehensive package of services that included assistance from an independent energy advisor.
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This document contains Clean Energy Works Oregon (now Enhabit) High Road standards for its statewide upgrade program; the standards are designed to ensure contractors do high-quality work, disadvantaged communities get new employment opportunities, and high-quality, family-supporting jobs are created.
This data intake template spreadsheet provides a way to track home energy performance metrics.
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.