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.

The Contractor Engagement & Workforce Development Implementation Plan Template will help you develop a strategy for planning, operating, and evaluating your workforce activities.

The Financing Implementation Plan Template will help you develop a strategy for planning, operating, and evaluating your financing 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).

A short, checklist-style form that contractors complete to participate in Efficiency Maine. The form allows contractors to verify whether they meet basic program requirements, identify their specialized service offerings and qualifications, and describe other information about their businesses.

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

This tool from Home Performance with ENERGY STAR provides a template to develop an implementation plan for your program.

Provides a sample or preliminary term sheet for single family residential energy efficiency loans that can provide a basis for discussions and negotiations with prospective lending partners.

Example proposal evaluation scoring sheet to rank qualifications of financial institution bidders for energy efficiency upgrade loan programs.

A sample for defining and elaborating on the specifics of a clean energy loan program.

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 is an application form for contractors (trade allies) interested in participating in the RePower Program of Kitsap County, Washington. The form describes the benefits and requirements for participating contractors, and allows contractors to identify the specific services they offer.

Form for appraisers intended to help analyze values of energy efficient home features.

A template agreement that addresses the full energy efficiency or renewable energy loan origination cycle.

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

One-page template to use when developing a partnership agreement between an energy efficiency upgrade program and another organization.

Survey form used by Energy Upgrade California to assess open house tour attendee interest in obtaining further information about upgrade opportunities.

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.

Template for program administrators to fill out to help determine the goals and design of financing activities.

An Excel-based example of a financing program model.

This simple paper-based dashboard template is a useful tool for developing internal and external reports for communicating on a regular basis key program activities and accomplishments.

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

Example loan loss reserve fund agreement.

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

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.

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 program participants.

A template competitive procurement procedure to award loan loss reserve funds to a financial institution partner.

A template agreement demonstrating how to address the deposit and use of loan loss reserve funds.