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Program Evaluation Home Page Contacts What, Why and When to Evaluate Planning, Conducting and Using Evaluations Information Resources Glossary Checklists, Forms and Guides Examples and Reports Non-EERE Publications Evaluation Data Systems Related Links

Checklists, Forms and Guides

This section of the site provides for you in one place and ready to print current EERE evaluation guides, checklists for doing an evaluation, and forms to collect such things as statements of Conflict of Interest of external reviewers and feedback after your peer review. These are organized by the type of evaluation. The following documents are available as Adobe Acrobat PDFs. Download Adobe Reader.

Useful EERE Evaluation Resource Documents

  • EERE Peer Reviews Guide, August 2004 (PDF 2.2 MB)
  • Guide for Managing General Program Evaluation. 2006 (PDF 1.6 MB)
  • Overview of Evaluation Methods for R&D Programs. 2007 (PDF 3.0 MB)
  • Impact Evaluation Framework for Technology Deployment Programs: An approach for quantifying retrospective energy savings, clean energy advances, and market effects. 2007. (Main Report). (PDF 4.4 MB)
  • Impact Evaluation Framework for Technology Deployment Programs: An approach for quantifying retrospective energy savings, clean energy advances, and market effects. 2007. (An Overview and Example). 2007. (PDF 1.0 MB)
  • Stage Gate Review Guides:
    • Industrial Technologies Program's Stage-Gate Innovation Management Guidelines. 2007. Prepared by The National Renewable Energy Laboratory (NREL). (PDF 813 KB)
    • Stage Gate Management in the Biomass Program. 2005. Revision 2. Prepared by The National Renewable Energy Laboratory (NREL). (PDF 285 KB)

EERE Evaluation Standard Operating Procedures (SOP)

EERE Peer Reviews

  • DOE/EERE Conflict-of-Interest Form (PDF 255 KB)
  • Peer Review Nondisclosure Agreement (PDF 143 KB)
  • Peer Reviewer Project/Program Evaluation Form (PDF 199 KB)
  • Post-Review Feedback Questionnaire for Evaluating the Peer Review Process (MS Word 208 KB)
  • Sample Rating Summary Sheet for Peer Reviews (PDF 206 KB)

General Evaluation Studies

  • Checklist for Managing a General Program Evaluation Study (PDF 110 KB)
  • EERE Quality Assurance Guidance for General Program Evaluation Studies (PDF 109 KB)