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Author(s)
Delaware Sustainable Energy Utility
Publication Date
Organizations or Programs
Energize Delaware

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.

Author(s)
California Statewide Communities Development Authority
Publication Date

This document defines consumer protection policies for California's statewide Open PACE program, which is implemented at the local level for residential and commercial property owners. Property assessed clean energy (PACE) programs enable homeowners to finance energy efficiency, renewable energy, and water efficiency improvements. These recommended consumer protection policies can help guide PACE Program implementation to ensure homeowners realize maximum benefit.

Author(s)
Southwestern Electric Power Company (SWEPCO)
Publication Date
Organizations or Programs
Southwestern Electric Power Company (SWEPCO)

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

Author(s)
Michigan Saves
Publication Date
Organizations or Programs
Michigan Saves

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

Author(s)
Fayette County Better Buildings Initiative
Publication Date
Organizations or Programs
Fayette County Better Buildings Initiative

Example credit application from Fayette County Better Buildings.

Author(s)
EnergySmart Colorado
Publication Date
Organizations or Programs
EnergySmart Colorado

Table summarizing financing options for Colorado residents in EnergySmart Colorado territory.

Author(s)
Mass Save
Publication Date
Organizations or Programs
Mass Save

Summary of minimum standards and requirements for the Massachusetts HEAT Loan program.

Author(s)
BetterBuildings for Greensboro
Publication Date
Organizations or Programs
BetterBuildings for Greensboro

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

Author(s)
U.S. Department of Energy
Publication Date

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

Author(s)
Energy Impact Illinois
Publication Date

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

Author(s)
BetterBuildings for Greensboro
Publication Date
Organizations or Programs
BetterBuildings for Greensboro

A sample RFP from Greensboro, North Carolina, for energy efficiency loan products.

Author(s)
Energize Connecticut
Publication Date
Organizations or Programs
Energize Connecticut

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.

Author(s)
U.S. Department of Energy
Publication Date
Template from the Better Buildings Neighborhood Program for collecting customer usage data from utilities.
Author(s)
Efficiency Maine
Publication Date
Organizations or Programs
Efficiency Maine

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).

Author(s)
Energy Impact Illinois
Publication Date
Organizations or Programs
Energy Impact Illinois
Matrix of participating lenders and associated loan information.
Author(s)
Energy Impact Illinois
Publication Date
Organizations or Programs
Energy Impact Illinois
Flyer for contractors that explains the EI2 loan program and loan eligibility criteria.
Author(s)
Energy Impact Illinois
Publication Date
Organizations or Programs
Energy Impact Illinois
Flyer for contractors that explains the steps needed to complete the EI2 loan process.
Author(s)
U.S. Environmental Protection Agency
Publication Date

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

Author(s)
EnergySmart
Publication Date
Organizations or Programs
EnergySmart Colorado

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

Author(s)
Colorado Public Utilities Commission
Publication Date

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

Author(s)
Mass Save
Publication Date
Organizations or Programs
Mass Save
A comparative list of lenders participating in the Mass Save HEAT Loan Program and the terms and conditions of the loans that they offer.
Author(s)
Pacific Gas & Electric (PG&E)
Publication Date

Homeowner survey created by the utility to inform their whole home upgrade program.

Author(s)
Research Into Action, Inc.,
NMR Group Inc.
Publication Date

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.

Author(s)
U.S. Department of Energy
Publication Date
This document provides supplemental instructions for requesting, processing, and delivering electric and natural gas usage histories as required by the Better Buildings Neighborhood Program.
Author(s)
Community Energy Services
Publication Date

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

Author(s)
Connecticut Neighbor to Neighbor Energy Challenge
Publication Date
Organizations or Programs
Connecticut Neighbor to Neighbor Energy Challenge
This template, used by Connecticut Neighbor to Neighbor Energy Challenge, standardizes volunteer data collection efforts at events.
Author(s)
Connecticut Neighbor to Neighbor Energy Challenge
Publication Date
Organizations or Programs
Connecticut Neighbor to Neighbor Energy Challenge
Short survey for Connecticut's Neighbor to Neighbor Energy Challenge workshop participants. The workshop allowed the program to share its energy efficiency offerings with homeowners.
Author(s)
Energy Upgrade California
Publication Date
Organizations or Programs
Energy Upgrade California
Survey form used by Energy Upgrade California to assess open house tour attendee interest in obtaining further information about upgrade opportunities.
Author(s)
U.S. Department of Energy
Publication Date

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.

Author(s)
U.S. Department of Energy
Publication Date

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.

Author(s)
U.S. Department of Energy
Publication Date

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.

Author(s)
U.S. Department of Energy
Publication Date

An Excel-based example of a financing program model.

Author(s)
Green Madison,
Me2
Publication Date
Organizations or Programs
Green Madison,
Milwaukee Energy Efficiency (Me2)

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

Author(s)
Green Madison,
Me2
Publication Date

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

Author(s)
Green Madison
Publication Date

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

Author(s)
Energy Upgrade California
Publication Date
Organizations or Programs
Energy Upgrade California
Example loan loss reserve fund agreement.
Author(s)
Me2
Publication Date
Organizations or Programs
Green Madison,
Milwaukee Energy Efficiency (Me2)
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.
Author(s)
Me2
Publication Date

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.

Author(s)
Me2
Publication Date
Organizations or Programs
Green Madison,
Milwaukee Energy Efficiency (Me2)
Participant survey sent to Me2 customers that have completed at least the initial Energy Advocate visit.
Author(s)
Me2
Publication Date

Participant survey sent to Me2 customers that have completed at least the initial Energy Advocate visit.

Author(s)
EnergySmart Colorado
Publication Date
Organizations or Programs
EnergySmart Colorado
Example of a program design flowchart showing key steps and relationships for the energy efficiency program in Eagle County, Colorado.
Author(s)
Austin Energy
Publication Date
Organizations or Programs
Austin Energy
A project planning timetable template from Austin Energy that reflects all program planning activities, including marketing.
Author(s)
Connecticut Neighbor to Neighbor Energy Challenge
Publication Date
Organizations or Programs
Connecticut Neighbor to Neighbor Energy Challenge

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

Author(s)
Connecticut Neighbor to Neighbor Energy Challenge
Publication Date

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

Author(s)
Boulder County, Colorado
Publication Date
Organizations or Programs
EnergySmart Colorado

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.

Author(s)
Los Angeles County, California
Publication Date
Organizations or Programs
Energy Upgrade California
Sample script Los Angeles County used to survey homeowners about energy issues.
Author(s)
New York State Energy Research and Development Authority (NYSERDA)
Publication Date
Organizations or Programs
New York State Energy Research and Development Authority (NYSERDA)
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.
Author(s)
State of Washington Department of Commerce
Publication Date
Organizations or Programs
RePower Kitsap,
RePower Bainbridge,
RePower Bremerton
A sample request for proposals from Washington state to develop an energy efficiency credit enhancement grant program.
Author(s)
U.S. Environmental Protection Agency

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.