Program Materials

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

These outreach materials from BetterBuildings for Michigan include a photograph and quote from credible members of the Grand Valley State University (GSVU) community that served as early adopters for the program.

This marketing plan and implementation guide includes the marketing goals and objectives for Boulder County, Colorado (now EnergySmart).

This branding guide was developed for BetterBuildings for Michigan staff so they can consistently use the program's look and feel, messages, and tone in marketing and outreach materials.

Chapel Hill WISE created this policy to establish a standard procedure for corrective action and dismissal for contractors. The policy lists standards that contractors are expected to meet, and procedures that the program follows to review concerns, place contractors on probation, and dismiss those who are unable to resolve identified issues.

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

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 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.

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.

Authorization form to obtain household energy information.

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.

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.

Matrix of participating lenders and associated loan information.

Flyer for contractors that explains the steps needed to complete the EI2 loan process.

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.

This marketing and communications plan from Energy Upgrade California includes a goal to reduce aggregate greenhouse gas emissions through energy and resource-saving upgrades of existing building stock. The plan also outlines several objectives the program developed to help them meet this goal.

This contractor process flowchart from EnergySmart Colorado includes the phases of contractor qualifications review and preparation, site work, and follow up.

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

Example credit application from Fayette County Better Buildings.

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.

This article promotes the Greater Cincinnati Energy Alliance's 2012 U.S. Green Building Council /Business Courier Green Business Award for Education/Outreach Ð Nonprofit. The award celebrated the program's outreach approach of reaching out to homeowners directly through community engagement and neighborhood canvassing.

This strategic plan describes the goals, objectives, market, and business model for the Greater Cincinnati Energy Alliance's energy efficiency program and service offerings.

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

Bill insert used by JEA to advertise their energy efficiency program.

Example loan loss reserve fund agreement.

This is a contractor participation agreement used by the Local Energy Alliance Program in Charlottesville, Virginia.

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

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

A brief overview of Michigan Saves' program design that features a diagram of the program process and cash flows.

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 andCommunity Development. The intended audience includes energy auditors, building owners and operators, contractors, designers, architects, engineers, and energy efficiency consultants and program staff. 

This is a sample request for proposals (RFP) from New York state for integrated marketing and communications support.

This section of NYSERDA's Home Performance Contractor Resource Guide describes quality control procedures for initial review, field inspection, and administrative review of projects. Supporting worksheets are available to assist with compliance and verification.

Example of a program design flowchart showing key steps and relationships for the energy efficiency program in Eagle County, Colorado.

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

Mission, goals and objectives of the Regional Climate Protection Authority.

Homeowner data collection survey created by RePower.

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

This request for proposal from the Southeast Energy Efficiency Alliance is for branding and communications support.

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.

Sample energy reduction plan that details specific steps to be taken by the ownership and management at 1234 Any Street to achieve estimated energy savings based on an energy assessment.

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.

Sample RFP from Michigan Saves for a third-party to conduct an evaluability assessment and process evaluation for the program during the first phase of implementation.

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

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.

This is a sample request for proposals (RFP) from Eagle County, Colorado, for marketing services.

Better Buildings Neighborhood Program's suggestions for how to handle paper copies of utility bills.

Instructional step-by-step guide for visiting a home to discuss and install energy efficiency measures.