Document Library - Bonneville Power Administration
Document Library
Documents referenced in the Implementation Manual are provided here in the Document Library. Additional resources are provided on the
BEETS templates and tools page
Please note: Fillable forms must be saved to your local drive before making edits. Click on the linked PDF and then click the floppy disk (save) icon in the upper right corner of your screen.
Customization of tools and documents are available upon request. Ask your Energy Conservation Account Executive (ECAE).
Implementation Budget Transfer Request and Attestation Form
(Updated 5/21/2025)
Unassigned Account Request Form
(Updated 06/21/2021)
UES Cost Documentation FAQ
Box File Upload Tool
Box Bulk File Upload User Guide
Training Video: Signing Up For Box File Upload Tool
Training Video: Uploading Cost Documents Into Box
Option 1 Custom Project Calculator | Current Version 5.14 |
Release Date April 4, 2022
| Download
xlsx
| Instructions
xls
ds
Option 2 Custom Project Enrollment Request Form
BPA Custom Project Cost Documentation Guide
BPA M&V Protocol Selection Guide and Example M&V Plan
(Updated May 2024)
BPA Sampling for M&V: Reference Guide
(Updated May 2024)
BPA Verification by Equipment or End-Use Metering Protocol
(Updated May 2024)
BPA Engineering Calculations with Verification Protocol
(Updated May 2024)
BPA Verification by Energy Modeling Protocol
(Updated May. 2024)
BPA Existing Building Commissioning: An M&V Protocol Application Guide
(Updated May 2024)
BPA Glossary for M&V: Reference Guide
(Updated May 2024)
BPA Regression for M&V: Reference Guide
(Updated May 2024)
BPA M&V Peak Demand Impacts Application Guide
(Updated May 2024)
Potential Analytics for Non Routine Adjustments
(Effective April 30, 2018)
Custom Program Calculator (click here to be taken to the IS 2.0 webpage)
Detailed Instructions: Custom Program Calculator
Optional Data Collection Tool - Custom Program Completion Report
Optional Data Collection Tool - Custom Program Proposal
Performing On-farm Energy Audit Standard ANSI/ASABE S612 JUL2009
BPA On-farm Agricultural Energy Audit Measure Guidance
ASABE 2022 Guide to Consultants
2021 ASABE Irrigation System Management Reference Manual
BPA Ag Energy Audit Screening Tool
BPA Agricultural Energy Audit Resources
Oregon Department of Energy Rural and Agricultural Energy Assistance Program
VFD for Existing Agricultural Centrifugal or Turbine Pump Energy Savings and Incentive Calculator
VFD for New Agricultural Turbine Centrifugal or Turbine Pump Energy Savings and Incentive Calculator
VFD for Existing Pump Incentive Application Form - Brandable
Agricultural New Irrigation Pump Efficiency Upgrade Project Information Form
Irrigation System Conversion and Hardware Upgrades Incentive Application Form - Brandable
Freeze-Resistant Stock Water Tanks or Fountains - RTF Specifications
Irrigation Pump Testing and System Analysis BPA Screening Tool
Dairy Milking Machine Vacuum Pump VFD System Energy Savings and Incentive Calculator
Transformer De-energization Energy Savings and Incentive Calculator
Additional UES Offerings
Commercial Water Heaters V2.0 (New)
Heat Pump Water Heater Qualified Products List
Connected Thermostats
Connected Thermostats Qualified Products List
(Revised Date April 14, 2026)
Energy Project Manager
Energy Project Manager Comprehensive Site Plan Template
(Revised Date Oct. 01, 2023)
HVAC
Advanced Rooftop Control Qualified Products List
(Revised Date April 09, 2026)
Ductless Heat Pump Qualified Applications List
Lighting
Online Lighting Calculator Program Offerings
Pumps
Efficient Pumps Calculator V1.0
(Effective Date Oct. 01, 2023)
Refrigeration
Refrigeration Controls Calculator V1.3
(Effective Date Oct. 01, 2023)
Strategic Energy Management
Annual SEM Report Template V10 | Download
docm
| Sample
pdf
(Effective Date April 01, 2022)
SEM M&V Reference Guide
(Click
here
to be taken to the BPA M&V Reference Guides page)
Performance Tracking System Calculator V3.0
(Revised Date Oct. 01, 2025)
Energy Project Manager
Energy Project Manager Comprehensive Site Plan Template
(Revised Date Oct. 01, 2023)
Small Compressed Air Systems
Compressed Air Calculator V5.1
(Revised Date Nov. 08, 2023)
Strategic Energy Management
Annual SEM Report Template | Download
docm
Sample pdf
(Effective Date April 01, 2022)
SEM M&V Reference Guide
(Click
here
to be taken to the BPA M&V Reference Guides page)
Performance Tracking System Calculator V3.0
(Revised Date Oct. 01, 2025)
Strategic Energy Management Calculator V8.3
(Revised Date Oct. 01, 2023)
Other Measures
Adjustable Speed Drive Calculator
for Fans and Pumps
(Revised Date March 28. 2017)
Efficient Pumps Calculator V1.0
(Effective Date Oct. 01, 2023)
Leak Abatement Tool V2.5
(Revised Date Oct. 01, 2023)
Expired Calculators from Rate Period 2022/2023
Battery Charger Calculator V2.0
(Expired Date Sept. 30, 2023)
Welder Upgrade Calculator V1.1
(Expired Date Sept. 30, 2023)
HVAC
Ductless Heat Pumps
Best Practices for Installing Ductless Heat Pumps
Optional Ductless Heat Pump Project Information Form
Ducted Heat Pumps (ASHP and VSHP)
ASHP and VSHP Specifications and Installation Best Practices
Optional Ducted Air-Source Heat Pump Data Collection Tool
Identifying Variable Speed Heat Pumps: Quick Guide
Ducted VSHP Reference List
(for reference only; not a qualified product list)
Ground Source Heat Pumps (GSHP)
Optional GSHP Date Collection Tool
International Ground Source Heat Pump Association (IGSHPA)
Prescriptive Duct Sealing
Prescriptive Duct Sealing Specifications and Best Practices
Prescriptive Duct Sealing Data Collection Tool
Advanced Smart Thermostats
Optional Smart Thermostat Project Information Form
Smart Thermostat Qualified Products List
Heat Pump Thermostat Support Sheets
(for reference only; not a qualified product list)
Additional HVAC Reference Information
NEEP Cold Climate List for Heat Pumps that are More Efficient Below 20 Degrees Fahrenheit
BetterBuiltNW HVAC Sizing Tool
Performance Tested Comfort Systems (PTCS) training information
(program expired Sept. 30, 2023)
Current Federal Minimum Efficiency Standards for HSPF2/SEER2 and HSPF/SEER
Water Heating
Heat Pump Water Heater Qualified Products List
Appliances and Consumer Products
Clothes Washers and Dryers
Webpage for ENERGY STAR Certified Residential Clothes Washers QPL
BPA Clothes Dryers Qualified Products List
Webpage for ENERGY STAR Certified Residential Clothes Dyers
EV Chargers
ENERGY STAR-Certified Electric Vehicle Chargers Qualified Products List
New Construction
New Multifamily Construction Project Information Form
New Multifamily Construction Qualified Programs
Requirements for Inclusion on Multifamily
Manufactured Home Replacement Documentation Form Combined
Weatherization
Optional Weatherization Data Collection Tool
Optional Windows Calculator
BPA Residential Weatherization Specifications & Best Practices Guide
Income Qualified
Income Qualified
Project Information Form + Income Verification (Optional – Customizable Word Document)
Income Qualified
Project Information Form + Income Verification (Optional – Fillable PDF)
Income Qualified Eligibility Form (Optional)
Repair Cost Reference Table
Tribal Energy Efficiency Grant Funding Announcement
(FY 2026)
Tribal Energy Efficiency Income Qualified Grant
(FY 2026)
Tribal Energy Efficiency Grant
Budget Worksheet
(FY 2026)
Behavior Home Energy Reports
Behavioral Home Energy Report QPL
Re-conductor and Transformer Calculator V2.0
(Revised Date 10/1/2023)
Re-conductor and Transformer Calculator V1.11
(Release Date 4/1/2022)
Simplified Voltage Optimization (VO) Measurement and Verification Protocol
Option 2 Custom Project Enrollment Request Form
Option 1 Custom Project Proposal
Measure Distribution Log
(Residential)
Hemp and Marijuana
Hemp in the Energy Efficiency program
(Updated Feb 2022)
Hemp Frequently Asked Questions
(Feb 2022)
Clarification on BPA's EE Programs and Marijuana
(August 2020)
US