The Better Building Clean Energy for Low Income Communities Accelerator (CELICA) offers a list of federal funding and financing resources and technical assistance programs for low-to-moderate income community projects. It is a worksheet for program managers to map out relevant resources for their planning or program needs.

This RFQ from Delaware Sustainable Energy Utility (DESEU) seeks an implementation firm that can deliver the Home Performance with ENERGY STAR (HPwES) Program cost-effectively for a three-year period.

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

This example home performance scorecard shows how a contractor compares to anonymized top and bottom scoring companies, based on their quality of measured installations, scope of work, customer satisfaction, and energy savings achieved.

Lists a number of resources related to Michigan Saves, including contractor application, home energy loan implementation guide, and training presentations for residential contractors.

Enhabit uses this 100-Point Performance Check to make recommendations to improve home performance.

The Evaluation & Data Collection Implementation Plan Template will help you develop a strategy for planning, operating, and evaluating your data collection and evaluation activities.

The Program Design & Customer Experience Implementation Plan Template will help you develop a strategy for planning, operating, and evaluating your program design activities.

The Better Building Residential Program Implementation Plan Template will help you develop a strategy for planning, operating, and evaluating a successful residential energy efficiency program. The template includes sections for all six program components (i.e., Market Position & Business Model, Program Design & Customer Experience, Evaluation & Data Collection, Marketing & Outreach, Financing, and Contractor Engagement & Workforce Development).

The Better Building Residential Program Implementation Plan Template will help you develop a strategy for planning, operating, and evaluating a successful residential energy efficiency program. The template includes sections for all six program components (i.e., Market Position & Business Model, Program Design & Customer Experience, Evaluation & Data Collection, Marketing & Outreach, Financing, and Contractor Engagement & Workforce Development).

The Community Power Works program in Seattle, WA uses a program dashboard to track progress against targets. This is an example dashboard from March 2015, which is updated on a monthly basis with progress toward goals for sign-ups, energy audits, home energy upgrades, and energy savings.

This page contains annual and monthly update reports of the Green Jobs-Green New York program.

This infographic illustrates program accomplishments between 2011 and 2014.

This worksheet can help you organize your ideas and methods for creating an effective evaluation plan.

The Model EM&V Methods Standardized Reporting Forms were prepared by the Regional Evaluation, Measurement and Verification Forum (‘the Forum’).  The Forum embarked to create a model template that supports greater transparency of program administrator/state EM&V practices used to calculate EE savings via a straightforward, standardized EM&V methods ‘check list.’  This type of document is intended to help energy and environmental policy and market players readily understand and compare EM&V approaches used to estimate reported EE program savings to inform their specific needs. 

Example of a program design flowchart showing key steps and relationships for the energy efficiency program in Greensboro, North Carolina.

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

Data release form that allows the Connecticut Clean Energy Finance and Investment Authority (CEFIA) to obtain customer utility account and actual energy usage data, energy costs, underwriting and loan repayment records, and data on energy savings measures installed.

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 resource is designed to help new users to ENERGY STAR Portfolio Manager get started with benchmarking.

Example survey about a homeowner's experience with a visit from an energy advisor as part of EnergySmart in Boulder County, Colorado.

The document provides best practices and guidance for conducting the energy analysis required for multifamily (MF) building energy improvement projects funded by the various programs of the Maryland Department of Housing and Community Development. The intended audience includes energy auditors, building owners and operators, contractors, designers, architects, engineers, and energy efficiency consultants and program staff.

The ultimate objective of the protocol is to develop a system that can be used to guide the production of readily usable dataset that can leverage project data from future meter-based measurement and evaluation studies, or metering studies to develop end-use load shapes. The protocol includes a "NEEP Residential Data Collection Protocol Report" template.

RePower helped consumers access aggregated information about financing and rebates by compiling a customer-friendly guide to all utility and non-utility incentives in its service area.

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

An example of a detailed and thorough implementation guide written for the Michigan Saves program.

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.

Homeowner data collection survey created by RePower.

This mid-program evaluation includes extensive analysis of program sectors, including results of surveys of participants, and summarizes lessons learned to date.

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.

Survey for Minnesota home owners participating in Community Energy Services pilot program about their experience at their home visit.

Authorization form to obtain household energy information.

Authorization form to obtain household energy information.

Describes program guidelines for EmPower Louisiana's Home Energy Rebate Option (HERO)-Existing Homes Program. Provides guidance to participants on how the EmPower Louisiana HERO Program will be implemented, and provides details on all aspects of the application and reporting process.

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.

Fayette County, Pennsylvania completed a county-wide housing market analysis in 2005. The Fayette County Better Buildings program used information contained in the analysis to help inform its program design. For example, the program drew on information about the county's "patch" communities, which are towns constructed in the early 1900s by coal companies to house workers--to ensure that the program would address the unique conditions within these communities.

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

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

Questionnaire for contractors participating in the Green Madison program about their overall experience, level of participation, training, and available resources.

Sample Request for Proposals (RFP) was issued by Lawrence Berkley National Laboratory for a process and impact evaluation for the U.S. Department of Energy's Better Buildings Neighborhood Program.

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

Example Me2 and Green Madison process evaluation plan to conduct an in-depth investigation and assessment of the major program areas.

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.

This document provides a menu of initial questions for a program administrator or implementer to build on and use in developing a real-time evaluation survey to collect qualitative data from contractors.

Example of an implementation plan developed by EnergySmart Colorado at the beginning of the implementation of its Better Buildings Neighborhood Program.

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

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

Example Request for Proposal (RFP) to provide Boulder County, Colorado with support services for its Retrofit Ramp Up Program including a social mobilization campaign, database management services, and marketing/public relations services for the both the residential and commercial parts of the Program.

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

This worksheet was designed to help building owners and managers collect data to benchmark buildings using EPA's ENERGY STAR Portfolio Manager. The information in this worksheet is used to establish a building's profile in Portfolio Manager, which is critical to calculating benchmarks of key metrics such as energy intensity and costs, water use, and carbon emissions.