This resource offers guidance for contractor companies on hiring staff and developing their own internal quality management plan and processes.

Because of its potential to reduce customers’ first costs and leverage private funds, financing has been increasing in importance as a strategy for facilitating energy upgrades as program administrators seek to meet ambitious goals in a shifting energy efficiency landscape. This paper evaluates the experience of BBNP grantees to identify how programs can most effectively integrate loan offerings into their broader efforts to promote energy efficiency upgrades. The paper also identifies best practices from grantees’ experience related to integrating financing into program outreach and trade ally interactions.

This presentation describes the financial data Michigan Saves tracks and how the program uses the data to inform program implementation.

This loan loss reserve fund agreement sets the terms and conditions of the loan loss reserve fund between Michigan Saves and partnering lenders.

Presentation describing NYSERDA's alternative underwriting approach for its target market.

This policy brief describes how NYSERDA's Assisted Home Performance with ENERGY STAR Program increases access to financing through tiered underwriting criteria.

Courtesy of Clean Energy Solutions. This presentation provides an overview of topics related to building the workforce for energy efficiency programs, including market characterization, stakeholder engagement, training and certification, and community workforce agreements. It includes information on the experience of Clean Energy Works Oregon (now Enhabit) in Portland, Oregon.

This presentation provides information on strategies to successfully recruit contractors. Topics include setting goals, identifying contractors, contacting contractors, and following up with contractors.

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.

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.