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Evaluation Toolkit for Technical Assistance Programs

Across the United States, every home, business, industry, and government depends on abundant, reliable, and affordable electricity. Energy stakeholders have many options to improve how energy is generated, distributed, and used, but choosing the right path can be complex and challenging. To support more informed decision-making about local electricity systems, the U.S. Department of Energy (DOE) and its national laboratories provide customized technical assistance (TA) through several different programs. These TA programs are designed to support a wide range of stakeholders with a variety of needs. Technical assistance may include brief consultations with subject-matter experts, in-depth technical modeling and analysis, stakeholder engagement, and peer-to-peer exchange. Delivering effective TA is an iterative process that requires evaluation and adaptation. A comprehensive and robust evaluation framework provides the structure needed to ensure that TA programs and practitioners remain effective, responsive to industry trends, and aligned with local needs. This toolkit provides a framework—including a clear, structured process—that TA program staff can adapt to their program's goals to evaluate success.

29 ENERGY PLANNING, POLICY, AND ECONOMY↗

Defense Technical Assistance - Infographic 4/24/25

Defense Technical Assistance (TA) Infographic designed to inform potential pilot partnerships with military installation about the TA opportunities available. - Secure and reliable energy is crucial for the operational readiness and resilience of military installations. The Department of Energy’s Grid Deployment Office has funded a new initiative at Idaho National Laboratory to conduct technical, on-site assessments that aim to secure the power infrastructure of military bases reliant on civilian utilities for their operations, both CONUS and OCONUS. Including how the assessments work and INL capabilities, partnership model as well as outcomes.

21 - SPECIFIC NUCLEAR REACTORS AND ASSOCIATED PLAN↗

Technical Assistance for Rural Alaska Tribal Energy Solutions (Final Technical Report)

The original intent of this project was to provide technical assistance (TA) to rural Tribal communities across all regions of Alaska with a focus on public infrastructure. The Alaska Native Tribal Health Consortium (ANTHC) met this goal by providing more than 48 instances of energy-related technical assistance to rural Alaska Native communities, many of which led to them securing funding and implementing new projects that contributed to reducing the high cost of energy. Additionally, the Department of Energy (DOE) Office of Indian Energy staff saw the benefits of the energy technical assistance services being provided by ANTHC and, recognizing the value of having a trusted tribal non-profit entity providing technical support to its membership, amended the project to include standardization of TA services, internal capacity building, and regional outreach. This amended scope allowed ANTHC to streamline and standardize its technical assistance process, provide outreach to rural Alaska Native communities about DOE and ANTHC’s technical assistance program, and improve the ability of staff to provide even higher quality technical deliverables in support of energy projects. Overall, this project was successful in using technical assistance to empower both rural Alaska Native communities and the Alaska Native Tribal Health Consortium to develop and deploy energy efficiency and renewable energy solutions that will reduce the extremely high energy cost burdens facing Tribal communities in Alaska.

29 ENERGY PLANNING, POLICY, AND ECONOMY↗

Defense Resilience Technical Assistance Options - Initial Overview

The Defense Resilience Technical Assistance (TA) project, a collaboration between the DOE Grid Deployment Office and the DoD, aims to enhance energy infrastructure at military installations and utilities and the surrounding community. It focuses on improving energy system performance, addressing power infrastructure inadequacies, enhancing power quality, reducing cyber sabotage impacts, and strengthening digital supply chains. Defense Resilience Technical Assistance Options - Initial Overview. Intend to tailor to the pilot installation.

24 - POWER TRANSMISSION AND DISTRIBUTION↗

ES4SE Technical Assistance Program Evaluation

Technical assistance (TA) programs can provide organizations and communities with the information, tools, and resources needed to support their development and resilience goals. The Energy Storage for Social Equity (ES4SE) TA program sought to empower undeserved communities through co-development of energy storage pathways and solutions to address community-defined challenges and needs. Evaluating the design, implementation, and outcomes of TA programs like ES4SE is critical to understanding whether program and participant goals were accomplished and how to adjust the TA approach to better meet participant needs. This evaluation explores the experiences and perceptions of community participants in the ES4SE TA program.

25 ENERGY STORAGE↗

Estimating Return on Investment for Energy Technical Assistance Programs

The U.S. Department of Energy's Office of State and Community Energy Programs engaged the National Laboratory of the Rockies to assess the return on investment (ROI) of technical assistance (TA) programs that support state, local, and Tribal energy planning. Although TA delivers value through capacity building, stakeholder engagement, and knowledge transfer, these benefits are often intangible and challenging to monetize. This study reviews existing ROI frameworks and synthesizes the most relevant elements into a hybrid approach tailored to energy TA programs. The proposed framework integrates monetary and non-monetary outcomes through early logic model development, baseline data collection, and the use of proxies for intangible benefits. As a case study, this paper applies this approach to the Communities Local Energy Action Program (Communities LEAP), demonstrating how ROI can inform program design, data strategy, and performance assessment. Findings underscore that ROI should be applied selectively and planned from the outset to ensure data alignment and attribution accuracy. The framework offers TA practitioners a structured approach that can be leveraged for future programs to evaluate and communicate the multifaceted value of TA investments.

29 ENERGY PLANNING, POLICY, AND ECONOMY↗

U.S. Department of Energy Energy to Communities Program: Moore Street Seniors, Inc., Building Survey

Per U.S. Department of Energy (DOE) Energy to Communities (E2C) Expert Match Program, National Laboratory of the Rockies (NLR) staff provided Technical Assistance (TA) to Moore Street Seniors, Inc., in Fairbanks, Alaska. NLR provided, within the TA scope of work, a list of Recommendations and Best Practices, as well as Data Analysis and Final Deliverable Development. NLR staff have provided the results within this report and several Energy Efficiency Considerations for Moore Street Seniors Inc. Window replacement considerations and best practices are listed in section 3.8. Building ventilation considerations and best practices are listed in section 3.9. A full list of Energy Efficiency Considerations is listed in section 3.10 of this report.

29 ENERGY PLANNING, POLICY, AND ECONOMY↗

Community Resilience Indicator Analysis: Commonly Used Indicators from Peer-Reviewed Research (Updated for Research Published 2003-2021)

In 2017, FEMA’s National Integration Center (NIC) Technical Assistance (TA) Branch identified a need to establish a data-driven basis for prioritizing locations for TA investment and guiding local emergency management planning. To achieve this goal, FEMA tasked Argonne National Laboratory (Argonne) with identifying commonly used indicators of community resilience across the landscape of published peer-reviewed research. FEMA and Argonne completed the first Community Resilience Indicator Analysis (CRIA) in 2018 and repeated the process in 2022. The CRIA process begins with a literature review and cataloguing of published peer-reviewed assessment methodologies on social vulnerability and community resilience. The literature review findings are then filtered by inclusion criteria established by the CRIA research team to ensure the methodologies are: (1) Quantitative, (2) Data and methodology are publicly available, (3) Calculated at the county level or lower, (4) Examine generalized hazard risk (rather than a singular hazard), and (5) Focused on pre-disaster community conditions. After this, the research team identifies the commonly used indicators across these methodologies and selects the best data source for each indicator. Finally, the research team bins the data for visual display, conducts a correlation analysis and creates a composite index, the FEMA Community Resilience Index (FEMA CRI). In 2018, the CRIA identified eight resilience and vulnerability assessment methodologies and 20 commonly used indicators (indicators used in three or more of the eight methodologies). The FEMA CRI in 2018 was created from these 20 indicators and was produced for at the county level. The 2022 CRIA updated the literature review to expand the list of methodologies examined and followed the same process, resulting in an analysis of 14 methodologies published between 2003 and 2021 and 22 indicators identified as commonly used (indicators used in five or more of the 14 methodologies). In 2022, the research team produced the FEMA CRI at the county and the census tract levels. To make the CRIA data more accessible and more actionable, each individual indicator and the FEMA CRI is binned and included in FEMA’s Resilience Analysis and Planning Tool (RAPT). RAPT enables emergency managers and community partners to quickly visualize relative differences in potential resilience by county, tribe and census tract. By reviewing the data for each of these 22 indicators individually, emergency managers can gain insights for targeted outreach strategies, planning, mitigation investments and response and recovery operations. Communities, regional governments and others can use this data to better understand potential challenges to resilience. As the social science field of examining and validating indicators of resilience evolves, FEMA will update RAPT to provide emergency managers and community partners with additional data and tools to inform planning, mitigation, response and recovery. It is important to understand that the role of the emergency manager is not to change or to “improve” the data, but to plan appropriately for the community characteristics reflected in the data. These datasets are community characteristics that researchers have identified as important considerations for resilience. For example, people with disabilities may have greater challenges to be resilient to disasters. If a community has a high population of people with disabilities, the emergency manager(s) may need to create tailored preparedness outreach programs and strategies to ensure those residents have support if evacuation is necessary. Rather than label these indicators as an absolute measure of resilience, FEMA considers “potential challenges to resilience” a better frame to understand these indicators. Everyone is vulnerable to disasters. While scholars theorize that certain characteristics may make an individual or a household more socially vulnerable, the data does not reflect measures that individuals and/or communities have taken to address potential challenges, such as emergency management planning and outreach or household preparedness measures. To aid emergency managers in understanding how to use these indicators, calling them potential challenges to resilience supports a more positive and strategic application of the data in all phases of emergency management.

99 GENERAL AND MISCELLANEOUS↗

National Community Solar Partnership Technical Assistance: Together New Orleans [Slides]

This product is the outcome of a National Community Solar Partnership (NCSP) Technical Assistance (TA) request. TA is provided to NCSP members at no cost and upon request. Some TA, this project included, is later generalized and published to help educate the broader community, share findings, and provide best practices. Together New Orleans submitted a TA request to the NCSP aiming to obtain a third-party analysis on several rate compensation structures that could make project development more financially advantageous.

14 SOLAR ENERGY↗

Louisville Communities LEAP Engagement: Improving Energy Efficiency in Affordable Housing

This report is a comprehensive summary of the related workstreams pursued through the Communities Local Energy Action Program (Communities LEAP) pilot Technical Assistance (TA) program in Louisville, Kentucky. It begins with an analysis around energy efficiency technologies, focused on building envelope improvements, that explores the impact to individual residents as well as the impact to the community at-large if the upgrades were adopted city-wide. Community benchmarking ordinances and complementary policies are considered next, including comparisons of programs with peer communities. A workforce development section then covers the state of Louisville's workforce today and identifies programs in peer communities that Louisville could consider emulating to achieve a "right-sized" workforce. The document closes out with an overview of policies around energy efficiency in peer communities that Louisville could explore, with considerations for the City's unique policy context.

29 ENERGY PLANNING, POLICY, AND ECONOMY↗

Renewable Energy Integration in Remote Alaska Communities

This guide was developed through the U.S. Department of Energy (DOE) Energy Transitions Initiative Partnership Project (ETIPP) technical assistance (TA) projects for Nikolski and St. George. Both communities had wind turbine projects that failed due to integration and maintenance issues. Due to these failures, Nikolski and St. George sought help to investigate renewable energy alternatives and associated integration strategies, with a focus on technologies that could be easily maintained within the community. The primary objective of this guide was to interview subject matter experts and document lessons learned to address potential renewable energy and storage integration issues in remote Alaskan communities. This guide is intended to provide information to rural Alaskan communities considering renewables with the purpose of sharing best practices and case studies to facilitate the successful implementation of future renewable energy projects.

29 ENERGY PLANNING, POLICY, AND ECONOMY↗

Cost Benefit Analysis of Solar PV for the City of Oldsmar, FL

The City of Oldsmar is in the early stages of exploring renewable energy opportunities as a part of their initiative to reduce energy costs, improve backup power capacity, and begin the transition to more sustainable operations. The city is particularly interested in deploying a floating or ground-mounted solar PV system at its wastewater treatment plant. Currently, there are no solar PV installations in Oldsmar and there has been hesitancy to implement such a project due to the possible capital costs and limited technical capacity. Despite this the initiative has gained internal buy-in among staff working for the city. To assist with gaining more buy-in and making future decisions the city sought technical assistance (TA) from the Energy to Communities (E2C) Expert Match Program. Through the Expert Match Program, the city received TA provided by the Pacific Northwest National Lab (PNNL) to evaluate the cost effectiveness of several solar options. This report details the analysis and results of the work performed for TA.

14 SOLAR ENERGY↗

Applying Social Science Methods to Assess and Improve Program Outcomes: A Case Study on the Gap Region Outreach Project

This paper outlines a replicable framework for assessing gaps, reach, and the impact of technical assistance (TA) programs, using the Energy to Communities (E2C) Gap Region Outreach Project as a case study. By applying qualitative social science methods, this framework provides tools for effectively engaging with underrepresented regions, identifying barriers to participation, and tailoring solutions to local needs. The study highlights the importance of leveraging stakeholder insights to address disparities in program engagement and participation, offering actionable recommendations to enhance program responsiveness and optimize resource allocation. This approach serves as a guide for practitioners seeking to expand the reach and effectiveness of federally funded TA programs while ensuring alignment with community priorities and capacity needs.

99 GENERAL AND MISCELLANEOUS↗

Energy Resilience Options for the Koolauloa Community Resilience Hub – Energy Technology Innovation Partnership Project, Cohort 2: Summary of Findings and Assessment

Hui o Hau‘ula (HoH) is a community organization dedicated to the well-being of the population of the Ko‘olauloa district on the Hawaiian island of Oahu. In response to growing concerns about challenges related to extreme weather events or natural disasters, HoH formulated the concept of the Ko‘olauloa Community Resilience Hub, or KCRH. The KCRH facility would serve as a focal point for the community during normal conditions, while also providing essential services and acting as a safe space during emergencies, natural or man-made. The concept of the KCRH was initially developed in partnership with the Hawaii Natural Energy Institute, +Lab Architects, and the City and County of Honolulu. In the fall of 2023, the U.S. Department of Energy, under the Energy Technology Innovation Partnership Project Program (ETIPP), provided support to the KCRH project, in the form of technical assistance (TA) to be provided by its National Laboratory complex. In this case, the core TA was provided by Sandia National Laboratories, and it was directed to providing options for designing an energy system based at the KCRH that could support critical loads in the event of a 30- day grid outage. The National Renewable Energy Laboratory (NREL) provided communications and logistics support in the project.

29 ENERGY PLANNING, POLICY, AND ECONOMY↗

Leveraging T&TA Plans to Support State Workforce Development Needs

This presentation talks about how to maximize training and technical assistance (T&TA) budgets within the Weatherization Assistance Program (WAP). Grantees share creative ways they've used T&TA funds to support workforce recruitment and retention, staff training, work quality, monitoring, and more.

ENERGY CONSERVATION, CONSUMPTION, AND UTILIZATION,↗

Energy Technology Innovation Partnership Project

The U.S. Department of Energy's (DOE) Energy Technology Innovation Partnership Project (ETIPP) helps coastal, remote, and island communities increase the affordability, reliability, and security of their energy systems through energy planning and deep-dive technical assistance.

29 ENERGY PLANNING, POLICY, AND ECONOMY↗