This contractor process flowchart from EnergySmart Colorado includes the phases of contractor qualifications review and preparation, site work, and follow up.

This summary from a Better Buildings Residential Network peer exchange call focused on trends in contractor conversion rates.

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

This presentation explains how to engage and motivate contractors and utility companies through the use of commitments, creating a dynamic program that they can become involved with, and the setting of standards for contractors.