The Small Town Energy Program (STEP) toolkit gives a complete overview of STEP from planning to implementation. It also includes access to a wide variety of materials developed by the program, including: local asset materials, partner materials, personnel materials, program administrative materials, outreach materials, and surveys. STEP has posted these toolkit documents with the hope that it will assist other small towns and communities in building and running more energy efficiency programs.

The State and Local Energy Efficiency Action Network (SEE Action) Evaluation, Measurement, and Verification (EM&V) Resource Portal serves as an EM&V resource one-stop shop for energy efficiency program administrators and project managers. The resources focus on tools and approaches that can be applied nationwide, address EM&V consistency, and are recognized by the industry.

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.

Primer for Clean Energy works Portland financial offering. Includes loan term and rates, transfer of ownership, and underwriting criteria to expand access to financing for low-income residents.

A tool that estimates the air quality, human health, and related economic co-benefits (such as energy efficiency) of initiatives that reduce air emissions.

Efficiency Maine created a code of conduct for contractors to follow when working in homes. The code is available for download on the Efficiency Maine website, and dictates guidelines for respecting homeowners' property and communicating with the homeowner about appropriate information. Users on the Efficiency Maine website can search a list of vendors that have agreed to follow the code.

A tool that provides information on the air emissions attributable to the electricity used in a home or business during one year, along with a description of what these numbers mean in everyday terms and information on how to be more energy efficient or buy green power.

This practitioner-focused Toolkit for Residential Energy Efficiency Upgrade Programs was created by Green For All to assist new, established, and future energy efficiency programs launch and scale initiatives that can deliver the full promise of the green economy. It is intended as a practical resource that offers examples, tools, and templates that a program manager can deploy to implement a variety of aspects of their program including best practice briefs and summary documents, RFPs, contracts, and other program design and implementation templates that communities nationwide have used to create their own efficiency programs.

This toolkit provides information about including and using relevant green data fields in the MLS. This information can help buyers quickly find green homes; make it easy to promote the special features of a green home; and support comparisons when it is time to appraise a green home.

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

To deliver the most effective residential energy efficiency programs possible, NYSERDA implemented a quality assurance process to verify that projects meet all program requirements while maintaining healthy and safe conditions for the occupants.

A pro forma is a tool of forecasting the impact that adjustments to a business model can have on future financials, using a set of assumptions and inputs. In the residential energy efficiency industry, programs can use pro forma tools to forecast the impact that marketing campaigns, incentive re-structuring, or other program changes will have on the program budget and results.  Example assumptions include the number of homeowner registrations that a set of marketing activities generate in a year, average assessment to upgrade conversion rate, and average incentive per project. By applying assumptions such as these, a pro forma tool can also help your program determine how effective various strategies are at achieving program goals and objectives. Program administrators can help contractors by supporting them with their own business pro forma. To help you get started, here are a few useful resources: the National Home Performance Council developed a presentation on their Integrated Pro Forma Project; for an example program pro forma, see the presentation by Virginia’s Local Energy Alliance Program (LEAP-VA); the National Home Performance Council also developed the Contractor Pro Forma Tool.

Tool to evaluate contractor impacts on program revenue.

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.

These BetterBuildings for Michigan mailers show satisfied program customers claiming they have the power to make changes and bring results by increasing the efficiency of their homes.

This data intake template spreadsheet provides a way to track home energy performance metrics.

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.

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

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.

This marketing plan from EnergyWorks Kansas City includes a strategic focus for the program's outreach activities, as well as three core marketing objectives Kansas City set out to meet.

This lease agreement is an example of an equipment lease from the Fayette County equipment loan program for contractors.

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.

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.

Example loan loss reserve fund agreement.

On Maryland's Home Performance with ENERGY STAR website, homeowners can review their contractor and experience. These customer reviews, along with contractors' accreditations and services, are published on the website as part of each contractor's information page. Users of the website can search for contractors and sort the results based on homeowner ratings and by geographical location.

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 tutorial of MY ENERGY STAR Account (MESA).  MESA is a Web portal that houses program marks for ENERGY STAR Sponsors and contractors as well as various marketing pieces.

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

Boulder, Colorado's EnergySmart program produced a detailed implementation plan with activities, deliverables, and timelines by phase and task.

REED serves as a dashboard for the consistent reporting of electric and natural gas energy efficiency program energy and demand savings and associated costs, avoided emissions and job impacts across the Northeast and Mid-Atlantic region. REED is a project of NEEP's Regional Evaluation, Measurement and Verification Forum (EM&V Forum) and is based on the EM&V Forum's Common Statewide Energy Efficiency Reporting Guidelines.

This document details the procedures for identifying, documenting, and responding to performance problems associated with contractors in the RePower Program in Washington. It includes example forms and a draft letter to contractors.

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

The AZ Home Performance with ENERGY STAR program (AZHPwES) requires that participating contractors demonstrate a high level of building science knowledge and maintain the highest standards of technical performance and customer service as described in the contractor requirements.

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.

A marketing and communications plan from Clean Energy Works Oregon (now Enhabit) outlines the program's marketing vision and objectives, as well as the strategies the program planned to undertake to meet these goals.

This agreement outlines the goals, contractor standards, hiring standards, training program standards, and procedures for contractor participation in Seattle's Community Power Works program. As a "high-road" agreement, the employment and contracting standards are designed to ensure broad access to economic opportunities for all types of businesses and workers, support training on sustainable career paths, and ensure high-quality work.

This is a community workforce agreement between the City of Milwaukee and the Wisconsin Energy Conservation Corporation.

This is an example of an RFP for workforce development and other program elements. The RFP covers recruitment, outreach and marketing oriented to homeowners and workers, and service delivery of energy assessments and upgrades.

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

A sample request for proposals from Boulder County, Colorado, to develop an energy efficiency and renewable energy rebate program.

These training materials include over 30 lesson plans for high school and college students, building and trade professionals, and clean energy employers. Topics include energy efficiency measure installation and best practices in developing train-the-trainer programs for construction trade programs at vocational schools, to programs for undergraduate and graduate students that address the engineering, business, and economics of clean energy.

This calculator provides a simplified tool to demonstrate the business case for energy efficiency from the perspective of the consumer, the utility, and society.

This website provides resources for those working to foster sustainable behaviors. Users can access to the book, Fostering Sustainable Behavior; search databases of articles, case studies, and turnkey strategies; and participate in discussion forums.

The Buildings Performance Database (BPD) is the largest national dataset of real building performance data, and enables users to perform statistical analysis on an anonymous dataset of hundreds of thousands of commercial and residential buildings from across the country. One of the most powerful applications of the tool is custom peer group analysis, in which users can examine specific building types and geographic areas, compare performance trends among similar buildings, identify and prioritize cost-saving energy efficiency improvements, and assess the range of likely savings from these improvements.

This table identifies several challenges and the strategies and tactics that can be used to overcome them.

The business model of Clean Energy Works Oregon (CEWO), a non-profit established to reduce energy waste by encouraging homeowners to take direct action. Advertising the triple-bottom-line benefits of energy retrofits, CEWO guides homeowners throughout the entire retrofit process and provides them easy, no-money down financing options.

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.

EnergyWorks' phased marketing campaign appeals to Philadelphia homeowners based on the current weather conditions.

The Center for Energy Efficiency and Building Science (CEEBS), a division of the Workforce Development Institute at Hudson Valley Community College, delivers energy efficiency and building science courses. The courses are designed to prepare students for the Building Performance Institute (BPI) certification examinations and are an excellent choice for contractors and remodelers.

Mission and goals of the county-wide program RePower Kitsap.

This website provides current data on a wide range of national housing and demographic characteristics.