Templates & Forms
This audience brainstorming and categorization worksheet assists programs in determining their target audiences and which audiences to prioritize.
This one page form is used by Austin Energy to document Home Performance With Energy Star analysis results.
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 Contractor Engagement & Workforce Development Implementation Plan Template will help you develop a strategy for planning, operating, and evaluating your workforce activities.
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 Financing Implementation Plan Template will help you develop a strategy for planning, operating, and evaluating your financing activities.
The Market Position & Business Model Implementation Plan Template will help you develop a strategy for planning, operating, and evaluating your business planning activities.
The Marketing & Outreach Implementation Plan Template will help you develop a strategy for planning, operating, and evaluating your marketing and outreach activities.
The Program Design & Customer Experience Implementation Plan Template will help you develop a strategy for planning, operating, and evaluating your program design activities.
A one-page template that helps program administrators visualize activities and associated timelines for their marketing efforts.
Worksheet for program administrators to map out their programs' business model framework.
This template, used by Clean Energy Works Oregon (now Enhabit), standardizes a number of forms that contractors fill out for the program.
This template, used by Connecticut Neighbor to Neighbor Energy Challenge, standardizes volunteer data collection efforts at events.
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.
Form used by the Colorado Public Utilities Commission for consent to disclose utility customer data.
One-page template to use when developing a partnership agreement between an energy efficiency upgrade program and another organization.
This worksheet can help you organize your ideas and methods for creating an effective evaluation plan.
This worksheet can help key program and marketing staff collaborate to develop a brand platform.
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.
A template agreement that addresses the full energy efficiency or renewable energy loan origination cycle.
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).
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.
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.
Sample phone survey template for program drop-outs.
Sample phone survey for applicants who have been screened out from participating in the program.
Sample email survey template for successful program participants.
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.
This instructional template offers instructions on how to write a press release.
Example loan loss reserve fund agreement.
Sample script Los Angeles County used to survey homeowners about energy issues.
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 worksheet can help programs develop a value proposition statement for each audience and a message map to expand on those propositions.
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.
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.
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.
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.
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.
Example proposal evaluation scoring sheet to rank qualifications of financial institution bidders for energy efficiency upgrade loan programs.
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.
Sample business plan framework for a program seeking to build private sector capacity then phase out and stop operating.
Sample business plan framework for a program that establishes itself as a government entity, then operates using a fee-based structure.
Sample business plan framework for a program seeking to operate as a marketing contractor to a utility.
Sample business plan framework for a program seeking to operate as a not-for-profit entity.
A sample for defining and elaborating on the specifics of a clean energy loan program.
Template from the Better Buildings Neighborhood Program for collecting customer usage data from utilities.