APPENDIX 15-A. REGULATORY IMPACT ANALYSIS: SUPPORTING
 

MATERIAL
 

TABLE OF CONTENTS
 

15-A.1 MARKET SHARE ANNUAL INCREASES FOR REBATES, TAX 

CREDIT, AND VOLUNTARY EFFICIENCY TARGETS POLICIES.......... 15-A-2 

15-A.2 BACKGROUND ON XENERGY PENETRATION CURVES ...................... 15-A-8 

15-A.2.1 Introduction....................................................................................................... 15-A-8 

15-A.2.2 Adjustment of Xenergy Curves ........................................................................ 15-A-9 

15-A.3 UTILITY REBATE PROGRAMS ................................................................. 15-A-10 

15-A.3.1 Rebate Programs for Gas-Fired Water Heaters .............................................. 15-A-10 

15-A.3.2 Rebate Programs for Electric Water Heaters.................................................. 15-A-16 

15-A.3.3 Rebates for Gas Space Heaters ....................................................................... 15-A-27 

15-A.3.4 Rebates for Hearth Products ........................................................................... 15-A-28 

15-A.3.5 Rebates for Gas-Fired Pool Heaters................................................................ 15-A-29 

15-A.4 FEDERAL AND STATE TAX CREDITS .................................................... 15-A-31 

15-A.4.1 Federal Tax Credits for Residential Appliances ............................................. 15-A-31 

15-A.4.2 Federal Tax Credits for Manufacturers........................................................... 15-A-32 

15-A.4.3 State Tax Credits............................................................................................. 15-A-33 

LIST OF TABLES 

Table 15-A.1.1	 Annual Increases in Market Shares Attributable to a Rebate Policy for 

Water Heaters...........................................................................................15-A-3 

Table 15-A.1.2 Annual Increases in Market Shares Attributable to Consumer Tax 

Credits for Gas-Fired and Electric Storage Water Heaters......................15-A-4 

Table 15-A.1.3 Annual Increases in Market Shares Attributable to Manufacturer Tax 

Credits for Gas-Fired and Electric Storage Water Heaters......................15-A-5 

Table 15-A.1.4 Annual Increases in Market Shares Attributable to a Voluntary Energy 

Efficiency Targets Policy for Heating Products ......................................15-A-6 

Table 15-A.1.5 Annual Increases in Market Shares Attributable to Bulk Government 

Purchases for Gas-Fired and Electric Storage Water Heaters .................15-A-7
 

Table 15-A.3.1 Rebates for Gas-Fired Water Heaters ....................................................15-A-11
 

Table 15-A.3.2 Rebates for Electric Water Heaters........................................................15-A-16
 

Table 15-A.3.3 Rebates for Gas Space Heaters ..............................................................15-A-28
 

Table 15-A.3.4 Rebates for Hearth Products ..................................................................15-A-29
 

Table 15-A.3.5 Rebates for Gas-Fired Pool Heaters.......................................................15-A-30
 

Table 15-A.4.1 Federal Tax Credits for Residential Central Air Conditioners and Heat
 

Pumps.....................................................................................................15-A-32
 

LIST OF FIGURES 

Figure 15-A.2.1	 S-Curves Showing Effects of External and Internal Sources on 

Adoption of New Technologies...............................................................15-A-9 

15-A-i 

EE-2006-STD-0129 COMMENT 56.10
 

 

 

 

 

APPENDIX 15-A. REGULATORY IMPACT ANALYSIS: SUPPORTING MATERIALS 

15-A.1	 MARKET SHARE ANNUAL INCREASES FOR REBATES, TAX CREDIT, 

AND VOLUNTARY EFFICIENCY TARGETS POLICIES 

For the consumer rebates policy, Table 15-A.1.1 shows the annual increases in market 

shares for gas-fired and electric storage water heaters meeting target efficiency levels. 

15-A-2 

EE-2006-STD-0129 COMMENT 56.10
 

 

 

Table 15-A.1.1 Annual Increases in Market Shares Attributable to a Rebate Policy for 

Water Heaters 

Year 

of Program 

Gas-Fired 

Storage Water 

Heaters % 

Electric 

Storage Water 

Heaters % 

2015 32.7 39.9 

2016 32.5 39.5 

2017 32.3 39.1 

2018 32.2 38.6 

2019 32.0 38.2 

2020 31.9 37.8 

2021 31.7 37.3 

2022 31.6 36.9 

2023 31.4 36.5 

2024 31.3 36.0 

2025 31.1 35.6 

2026 30.9 35.2 

2027 30.8 34.7 

2028 30.6 34.3 

2029 30.5 33.9 

2030 30.3 33.4 

2031 30.2 33.0 

2032 30.0 32.6 

2033 29.9 32.1 

2034 29.7 31.7 

2035 29.5 31.3 

2036 29.4 30.8 

2037 29.2 30.4 

2038 29.1 30.0 

2039 28.9 29.5 

2040 28.8 29.1 

2041 28.6 28.7 

2042 28.5 28.2 

2043 28.3 27.8 

2044 28.1 27.4 

15-A-3 

EE-2006-STD-0129 COMMENT 56.10
 

 

 

 

 

 

For the consumer tax credits policy, Table 15-A.1.2 shows the annual increases in market 

shares for both gas-fired and electric storage water heaters that meet target efficiency levels. 

Table 15-A.1.2 Annual Increases in Market Shares Attributable to Consumer Tax 

Credits for Gas-Fired and Electric Storage Water Heaters 

Year 

of Program 

GasFired 

Storage 

Water 

Heaters % 

Electric 

Storage Water 

Heaters % 

2015 19.6 24.0 

2016 19.5 23.7 

2017 19.4 23.4 

2018 19.3 23.2 

2019 19.2 22.9 

2020 19.1 22.7 

2021 19.0 22.4 

2022 18.9 22.1 

2023 18.8 21.9 

2024 18.8 21.6 

2025 18.7 21.4 

2026 18.6 21.1 

2027 18.5 20.8 

2028 18.4 20.6 

2029 18.3 20.3 

2030 18.2 20.1 

2031 18.1 19.8 

2032 18.0 19.5 

2033 17.9 19.3 

2034 17.8 19.0 

2035 17.7 18.8 

2036 17.6 18.5 

2037 17.5 18.2 

2038 17.4 18.0 

2039 17.4 17.7 

2040 17.3 17.5 

2041 17.2 17.2 

2042 17.1 16.9 

2043 17.0 16.7 

2044 16.9 16.4 

15-A-4 

EE-2006-STD-0129 COMMENT 56.10
 

 

 

 

 

For the manufacturer tax credits policy, Table 15-A.1.3 shows the annual increases in 

market shares for both gas-fired and electric storage water heater that meet target efficiency 

levels. 

Table 15-A.1.3	 Annual Increases in Market Shares Attributable to Manufacturer Tax 

Credits for Gas-Fired and Electric Storage Water Heaters 

Year 

of Program 

GasFired 

Storage 

Water 

Heaters % 

Electric 

Storage Water 

Heaters % 

2015 9.8 12.0 

2016 9.7 11.8 

2017 9.7 11.7 

2018 9.7 11.6 

2019 9.6 11.5 

2020 9.6 11.3 

2021 9.5 11.2 

2022 9.5 11.1 

2023 9.4 10.9 

2024 9.4 10.8 

2025 9.3 10.7 

2026 9.3 10.5 

2027 9.2 10.4 

2028 9.2 10.3 

2029 9.1 10.2 

2030 9.1 10.0 

2031 9.0 9.9 

2032 9.0 9.8 

2033 9.0 9.6 

2034 8.9 9.5 

2035 8.9 9.4 

2036 8.8 9.2 

2037 8.8 9.1 

2038 8.7 9.0 

2039 8.7 8.9 

2040 8.6 8.7 

2041 8.6 8.6 

2042 8.5 8.5 

2043 8.5 8.3 

2044 8.4 8.2 

15-A-5 

EE-2006-STD-0129 COMMENT 56.10
 

 

 

 

 

 

 

 

Table 15-A.1.4 shows the annual increases in market shares for both gas-fired and 

electric storage water heater that meet target efficiency levels for the voluntary efficiency targets 

policy. 

Table 15-A.1.4	 Annual Increases in Market Shares Attributable to a Voluntary Energy 

Efficiency Targets Policy for Heating Products 

Year 

GasFired 

Storage 

Water 

Heaters % 

Electric 

Storage Water 

Heaters % 

Year 

Gas Wall 

Fan DHE 

% 

Hearth 

DHE % 

Pool 

Heaters % 

2015 6.9 0.3 2013 0.5 2.0 0.8 

2016 6.9 2.9 2014 0.8 3.1 1.3 

2017 7.3 5.0 2015 1.1 4.1 1.8 

2018 7.3 5.5 2016 1.4 5.1 2.2 

2019 8.1 7.0 2017 1.4 5.1 2.2 

2020 7.7 7.4 2018 1.4 5.1 2.2 

2021 7.7 7.8 2019 1.5 5.6 2.4 

2022 7.6 7.8 2020 1.6 6.1 2.6 

2023 7.6 8.2 2021 1.8 6.7 2.8 

2024 7.5 8.3 2022 2.0 7.3 3.1 

2025 7.5 9.5 2023 2.1 8.0 3.4 

2026 7.4 9.1 2024 2.3 8.8 3.7 

2027 7.4 9.2 2025 2.6 9.6 4.1 

2028 7.3 9.2 2026 2.8 10.5 4.5 

2029 7.2 9.2 2027 3.1 11.5 4.9 

2030 7.2 9.1 2028 3.4 12.6 5.3 

2031 7.1 9.1 2029 3.4 12.6 5.4 

2032 7.0 9.1 2030 3.4 12.7 5.4 

2033 7.0 9.1 2031 3.4 12.8 5.4 

2034 6.9 9.1 2032 3.4 12.8 5.4 

2035 6.9 9.1 2033 3.5 12.9 5.5 

2036 6.8 9.1 2034 3.5 13.0 5.5 

2037 6.7 9.1 2035 3.5 13.0 5.5 

2038 6.7 9.1 2036 3.5 13.1 5.5 

2039 6.7 9.0 2037 3.5 13.1 5.6 

2040 6.8 9.0 2038 3.5 13.2 5.6 

2041 6.9 9.0 2039 3.6 13.3 5.6 

2042 6.9 9.0 2040 3.6 13.3 5.7 

2043 7.0 9.0 2041 3.6 13.4 5.7 

2044 7.1 9.0 2042 3.6 13.5 5.7 

15-A-6 

EE-2006-STD-0129 COMMENT 56.10
 

 

 

Table 15-A.1.5 Annual Increases in Market Shares Attributable to Bulk Government 

Purchases for Gas-Fired and Electric Storage Water Heaters 

Year 

of Program 

GasFired 

Storage 

Water 

Heaters % 

Electric 

Storage Water 

Heaters % 

2015 0.03 0.02 

2016 0.07 0.04 

2017 0.10 0.05 

2018 0.14 0.07 

2019 0.17 0.09 

2020 0.20 0.11 

2021 0.24 0.13 

2022 0.27 0.14 

2023 0.30 0.16 

2024 0.34 0.18 

2025 0.34 0.18 

2026 0.34 0.18 

2027 0.34 0.18 

2028 0.34 0.18 

2029 0.34 0.18 

2030 0.34 0.18 

2031 0.34 0.18 

2032 0.34 0.18 

2033 0.34 0.18 

2034 0.34 0.18 

2035 0.34 0.18 

2036 0.34 0.18 

2037 0.34 0.18 

2038 0.34 0.18 

2039 0.34 0.18 

2040 0.34 0.18 

2041 0.34 0.18 

2042 0.34 0.18 

2043 0.34 0.18 

2044 0.34 0.18 

15-A-7 

EE-2006-STD-0129 COMMENT 56.10
 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

15-A.2 BACKGROUND ON XENERGY PENETRATION CURVES 

15-A.2.1 Introduction 

XENERGY, Inc., developed a re-parameterized, mixed-source information diffusion 

model to estimate market impacts induced by financial incentives for purchasing energy efficient 

appliances.a The basic premise of the mixed-source model is that information diffusion drives the 

adoption of technology. 

Extensive economic literature describes the diffusion of new products as technologies 

evolve. Some research focuses primarily on developing analytical models of diffusion patterns 

1, 2, 3 applicable to individual consumers or to technologies from competing firms. One study 

records researchers’ attempts to investigate the factors that drive diffusion processes.4 Because a 

new product generally has its own distinct characteristics, few studies have been able 

conclusively to develop a universally applicable model. Some key findings, however, generally 

are accepted in academia and industry. 

One accepted finding is that, regardless of their economic benefits and technological 

merits, new technologies are unlikely to be adopted by all potential users. For many products, a 

ceiling must be placed on the adoption rate. A second conclusion is that not all adopters purchase 

new products at the same time: some act quickly after a new product is introduced; others wait 

for the product to mature. Third, diffusion processes can be characterized approximately by 

asymmetric S-curves that depict three stages of diffusion: starting, accelerating, and decreasing 

(as the adoption ceiling is approached). 

A so-called epidemic model of diffusion is used widely in marketing and social studies. 

The epidemic model assumes that (1) all consumers place identical value on the benefits of a 

new product, and (2) the cost of a new product is constant or declines monotonically over time. 

What induces a consumer to purchase a new product is information about the availability and 

benefits of the product. In other words, information diffusion drives consumers’ adoption of a Error! Bookmark not defined. new product. The model incorporates information diffusion from both internal 

sources (spread by word of mouth from early adopters to prospective adopters) and external 

sources (the “announcement effect” produced by government agencies, institutions, or 

commercial advertising). The model incorporates both internal and external sources by 

combining a logistic function with an exponential function.5, 6 

The relative degree of influence from the internal and external sources determines the 

general shape of the diffusion curve for a specific product.5, 6 If adoption of a product is 

influenced primarily by external sources of information (the announcement effect), for instance, 

a high rate of diffusion occurs at the beginning of the process. In this scenario, external sources 

provide immediate information exposure to a significant number of prospective adopters. In 

contrast, internal sources (such as a network of prospective adopters) are relatively small in size 

a XENERGY is now owned by KEMA, Inc. (www.kema.com) 

15-A-8 

EE-2006-STD-0129 COMMENT 56.10
 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

and reach, producing a more gradual exposure to prospective adopters. Graphically speaking, 

information diffusion dominated by external sources is represented by a concave curve (the 

exponential curve in Figure 15-A.1.1). If adoption of a new product is influenced most strongly 

by internal sources of information, the number of adopters increases gradually, forming a convex 

curve (the logistic curve in Figure 15-A.1.1). 

0% 

10% 

20% 

30% 

40% 

50% 

60% 

70% 

80% 

90% 

100% 

0 5 10 15 20 25 30 

Year 

Market Penetration 

Logistic Function Modified Exponential Function 

External Influence 

Internal Influence 

Figure 15-A.2.1	 S-Curves Showing Effects of External and Internal Sources on 

Adoption of New Technologies 

15-A.2.2 Adjustment of Xenergy Curves 

After consulting with a primary author of the 2002 XENERGY study who later 

conducted similar California studies, DOE made some adjustments to XENERGY’s original 

penetration curves.5 The experiences of utility programs since the 2002 XENERGY study 

indicate that incentive programs have difficulty achieving penetration rates higher than 50 

percent. Rates are limited by barriers created by consumer utility issues and other non-economic 

factors. DOE therefore adjusted the maximum penetration parameters from 80 percent to 50 

percent for the XENERGY curves that represent moderate barriers, high barriers, and extremely 

high barriers. DOE also refrained from using what now is considered a theoretical curve that 

represents no barriers. Instead, DOE used a low barriers curve to analyze a product that faces 

few market barriers and/or has a high base-case-market share. 

15-A-9 

EE-2006-STD-0129 COMMENT 56.10
 

 

 

 

 

 

 

 

 

 

 

 

 

15-A.3 UTILITY REBATE PROGRAMS 

The following four tables summarize the values of rebates offered by programs 

nationwide for residential gas-fired and electric water heaters, gas space heaters, and gas pool 

heaters. 

15-A.3.1 Rebate Programs for Gas-Fired Water Heaters 

DOE found 47 organizations, comprising electric utilities, gas utilities, and municipal and 

regional agencies, that have rebate programs for gas water heaters. The organizations offer more 

than 100 rebates for models that meet various efficiency criteria. Table 15-A.3.1 provides the 

organizations’ names, states, efficiency levels, rebate amounts, and program websites. If there is 

more than one entry for an organization, that organization offers different rebate amounts 

depending on water heater capacity. The average rebate amount for a water heater having an 

energy factor (EF) of 0.62, given in 2008$ and 2009$ at the end of the table, are simple averages 

of the individual amounts (rather than being population-weighted). 

15-A-10 

EE-2006-STD-0129 COMMENT 56.10
Table 15-A.3.1 Rebates for Gas-Fired Water Heaters
 

Utility or Agency State Amount 

2009$ 

EF Website 

http://www.focusonenergy.com/Incentives/Resident

Cedarburg Light and Water Utility WI 250 0.59 Back_Rewards/waterheater.aspx 

http://www.focusonenergy.com/Incentives/Resident

Focus on Energy WI 250 0.59 Back_Rewards/waterheater.aspx 

https://www.avistautilities.com/savings/rebates/Page

Avista Utilities ID 50 0.6 WashingtonandIdahoCustomerRebates.aspx#high 

https://www.avistautilities.com/savings/rebates/Doc

Avista Utilities OR 50 0.6 EquipmentRebate04_09.pdf 

https://www.avistautilities.com/savings/rebates/Page

Avista Utilities WA 50 0.6 WashingtonandIdahoCustomerRebates.aspx#high City of Palo Alto Utilities CA 40 0.62 http://www.cpau.com/civica/filebank/blobdload.asp

City of Lompoc Utilities CA 100 0.62 http://www.cityoflompoc.com/utilities/conservation

http://www.pge.com/includes/docs/pdfs/shared/save

PG&E CA 30 0.62 rebates/08_residential_appliance.pdf 

San Diego Gas and Electric CA 30 0.62 http://www.sdge.com/residential/waterHeaters.shtm

Southern California Gas Company CA 30 0.62 http://www.socalgas.com/rebates/residential/waterh

http://www.conservationrebates.com/programs/col/_

Atmos Energy CO 50 0.62 Equipment%20Application20090225.pdf 

http://www.conservationrebates.com/programs/col/_

Colorado Natural Gas CO 50 0.62 Equipment%20Application20090225.pdf 

http://www.conservationrebates.com/programs/col/_

SourceGas CO 50 0.62 Equipment%20Application20090225.pdf 

http://www.xcelenergy.com/Residential/Programs_R

Xcel Energy CO 40 0.62 HeatingandCoolingRebates/Pages/WaterHeaterReba

https://www.avistautilities.com/savings/rebates/Page

Avista Utilities ID 50 0.62 WashingtonandIdahoCustomerRebates.aspx#high 

MidAmerican Energy Company - Illinois IL 50 0.62 http://www.midamericanenergy.com/pdf/il_res_equ

Citizens Gas of Indiana IN 100 0.62 http://www.citizensgas.com/forhomes/appliancereba

Northern Indiana Public Service Corporation IN 100 0.62 http://www.nipsco.com/energyprograms/ 

https://www.vectrenenergy.com/selectState.do;jsess

Vectren Energy Delivery IN 100 0.62 TGglLrbvvZghFHPT1NTvm2H4RDYF2W3gRkjpW

http://www.blackhillsenergy.com/services/programs

Black Hills Energy IA 75 0.62 homes-heateff-ia.php#appliance 

15-A-11 

EE-2006-STD-0129 COMMENT 56.10
Utility or Agency State Amount 

2009$ 

EF Website 

http://alliantenergy.com/UtilityServices/ForYourHo

Interstate Power and Light (Alliant Energy) MidAmerican Energy Residential Equipment 

IA 75 0.62 IowaIncentivePrograms/014675 

Rebate Program IA 50 0.62 http://www.midamericanenergy.com/pdf/ee_residenBerkshire Gas MA 50 0.62 http://www.berkshiregas.com/UsageAndSafety/ener

http://www.wakefield.ma.us/Public_Documents/Wa

Wakefield Municipal Gas and Light Department MA 100 0.62 rcsprogram.htm 

Hutchinson Utilities Commission MN 50 0.62 http://www.hutchinsonutilities.com/rebateresident.h

http://www.alliantenergy.com/UtilityServices/ForYo

Interstate Power and Light (Alliant Energy) MN 25 0.62 RewardsIncentives/MinnesotaIncentivePrograms/01

http://www.xcelenergy.com/Residential/Programs_R

Xcel Energy MN 40 0.62 lingRebates/Pages/HeatingandCoolingRebates.aspx Missouri Gas Energy MO 40 0.62 http://www.betterwaterheating.com/rebatequal.html 

http://www.northwesternenergy.com/documents/E+

NorthWestern Energy MT 100 0.62 E+NaturalGasRebate-Equipment.pdf 

http://www.njcleanenergy.com/residential/programs

New Jersey Board of Public Utilities NJ 25 0.62 warmadvantage/warmadvantage 

https://www.avistautilities.com/savings/rebates/Doc

Avista Utilities OR 50 0.62 04_09.pdf 

Energy Trust of Oregon OR 35 0.62 http://www.energytrust.org/residential/existinghome

http://www.exeloncorp.com/ourcompanies/peco/pec

PECO Natural Gas Energy Efficiency Rebates PA 50 0.62 efficiency_rebate_prog/default.htm 

Texas Gas Service TX 40 0.62 http://www.oneok.com/tgs/about/conservation/tgs_r

Questar Gas UT 50 0.62 http://www.thermwise.com/home/ApplianceRebates

HomeBase Programs VT 100 0.62 http://www.vermontgas.com/efficiency_programs/q

https://www.avistautilities.com/savings/rebates/Page

Avista Utilities WA 50 0.62 WashingtonandIdahoCustomerRebates.aspx#high 

http://www.cngc.com/conservation/WA_Program_I

Cascade Natural Gas WA 25 0.62 Homes_0209.pdf 

http://www.pse.com/solutions/foryourhome/Pages/ Puget Sound Energy WA 50 0.62 rebatesOnWaterHeating.aspx 

North Shore Gas (offered by Chicagoland Natural Gas Savings Program) Peoples Gas (offered by Chicagoland Natural 

IL 75 0.62 http://www.conservationrebates.com/programs/chi/C

Gas Savings Program) IL 75 0.62 http://www.conservationrebates.com/programs/chi/C

15-A-12 

EE-2006-STD-0129 COMMENT 56.10
Utility or Agency State Amount 

2009$ 

EF Website 

http://www.piedmontng.com/eprise/main/piedmontn

Piedmont Natural Gas NC 50 

20% of 

0.62 aboutNaturalGasSection/efficiencyPrograms1a 

Delaware Energy Office DE cost 0.63 http://www.delaware-energy.com/home-performancAustin Utilities MN 75 0.63 http://www.austinutilities.com/pages/residential_con

http://www.xcelenergy.com/Residential/Programs_R

Xcel Energy CO 60 0.64 HeatingandCoolingRebates/Pages/WaterHeaterReba

MidAmerican Energy Company - Illinois MidAmerican Energy Residential Equipment 

IL 50 0.64 http://www.midamericanenergy.com/pdf/il_res_equ

Rebate Program IA 50 0.64 http://www.midamericanenergy.com/pdf/ee_residen

Minnesota Energy Resources MN 45 0.64 http://www.minnesotaenergyresources.com/home/re

http://www.xcelenergy.com/Residential/Programs_R

Xcel Energy MN 60 0.64 HeatingandCoolingRebates/Pages/HeatingandCooli

http://www.focusonenergy.com/Incentives/Resident

Cedarburg Light and Water Utility WI 50 0.64 Back_Rewards/waterheater.aspx 

http://www.xcelenergy.com/Residential/Programs_R

Xcel Energy CO 80 0.65 HeatingandCoolingRebates/Pages/WaterHeaterReba

http://www.northwesternenergy.com/documents/E+

NorthWestern Energy MT 100 0.80 E+NaturalGasRebate-Equipment.pdf 

http://www.northwesternenergy.com/documents/E+

NorthWestern Energy North Shore Gas (offered by Chicagoland 

MT 80 0.80 E+NaturalGasRebate-Equipment.pdf 

Natural Gas Savings Program) Peoples Gas (offered by Chicagoland Natural 

IL 400 0.80 http://www.conservationrebates.com/programs/chi/C

Gas Savings Program) IL 400 0.80 http://www.conservationrebates.com/programs/chi/C

http://www.blackhillsenergy.com/services/programs

Black Hills Energy IA 300 0.80 homes-heateff-ia.php#appliance 

http://alliantenergy.com/UtilityServices/ForYourHo

Interstate Power and Light (Alliant Energy) IA 300 0.80 IowaIncentivePrograms/014675 

http://alliantenergy.com/UtilityServices/ForYourHo

Interstate Power and Light (Alliant Energy) IA 300 0.80 IowaIncentivePrograms/014675 

http://www.owatonnautilities.com/documents/Resid

Owatonna Public Utilities MN 200 0.80 pdf 

http://www.xcelenergy.com/Residential/Programs_R

Xcel Energy MN 100 0.80 HeatingandCoolingRebates/Pages/HeatingandCooliMissouri Gas Energy MO 200 0.80 http://www.betterwaterheating.com/rebatequal.html 

15-A-13 

EE-2006-STD-0129 COMMENT 56.10
Utility or Agency State Amount 

2009$ 

EF Website 

Energy Trust of Oregon OR 200 0.80 http://www.energytrust.org/residential/existinghomeHomeBase Programs VT 100 0.80 http://www.vermontgas.com/efficiency_programs/q

http://www.focusonenergy.com/Incentives/Resident

Cedarburg Light and Water Utility WI 100 0.80 Back_Rewards/waterheater.aspx 

http://www.focusonenergy.com/Incentives/Resident

Cedarburg Light and Water Utility WI 100 0.80 Back_Rewards/waterheater.aspx 

http://www.focusonenergy.com/Incentives/Resident

Focus on Energy WI 100 0.80 Back_Rewards/waterheater.aspx 

http://www.focusonenergy.com/Incentives/Resident

Focus on Energy WI 100 0.80 Back_Rewards/waterheater.aspx City of Palo Alto Utilities CA 300 0.80 http://www.cpau.com/civica/filebank/blobdload.asp

http://www.cngc.com/conservation/WA_Program_I

Cascade Natural Gas WA 200 0.81 Homes_0209.pdf 

http://www.xcelenergy.com/Residential/Programs_R

Xcel Energy CO 100 

20% of 

0.82 HeatingandCoolingRebates/Pages/WaterHeaterReba

Delaware Energy Office DE cost 0.82 http://www.delaware-energy.com/home-performanc

https://www.avistautilities.com/savings/rebates/Page

Avista Utilities ID 200 0.82 WashingtonandIdahoCustomerRebates.aspx#high Citizens Gas of Indiana IN 150 0.82 http://www.citizensgas.com/forhomes/appliancerebaNorthern Indiana Public Service Corporation IN 150 0.82 http://www.nipsco.com/energyprograms/ 

https://www.vectrenenergy.com/selectState.do;jsess

Vectren Energy Delivery IN 150 0.82 TGglLrbvvZghFHPT1NTvm2H4RDYF2W3gRkjpWCedar Falls Utilities IA 200 0.82 http://www.cfu.net/pdf/rebates_08.pdf Northern Utilities MA 300 0.82 http://www.northernutilities.com/forhome/MEeneraBerkshire Gas MA 300 0.82 http://www.berkshiregas.com/UsageAndSafety/enerHutchinson Utilities Commission MN 150 0.82 http://www.hutchinsonutilities.com/rebateresident.hNorthern Utilities NH 300 0.82 http://www.northernutilities.com/forhome/NHenera

http://www.njcleanenergy.com/residential/programs

New Jersey Board of Public Utilities NJ 300 0.82 warmadvantage/warmadvantage 

https://www.avistautilities.com/savings/rebates/Doc

Avista Utilities OR 200 0.82 04_09.pdf Texas Gas Service TX 300 0.82 http://www.oneok.com/tgs/about/conservation/tgs_rQuestar Gas UT 300 0.82 http://www.thermwise.com/home/ApplianceRebatesVirginia Natural Gas VA 250 0.82 http://vng.aglr.com/Universal/Promotions/GreenZon

15-A-14 

EE-2006-STD-0129 COMMENT 56.10
Utility or Agency State Amount 

2009$ 

EF Website 

https://www.avistautilities.com/savings/rebates/Page

Avista Utilities WA 200 0.82 WashingtonandIdahoCustomerRebates.aspx#high Puget Sound Energy WA 150 0.82 http://www.pse.com/solutions/foryourhome/Pages/rSouthern California Gas Company CA 150 0.82 http://www.socalgas.com/rebates/residential/tankles

http://www.conservationrebates.com/programs/col/_

Atmos Energy CO 100 0.82 Colorado%20Equipment%20Application20090225.

http://www.conservationrebates.com/programs/col/_

Colorado Natural Gas CO 100 0.82 Colorado%20Equipment%20Application20090225.

http://www.conservationrebates.com/programs/col/_

SourceGas North Shore Gas (offered by Chicagoland 

CO 100 0.82 Colorado%20Equipment%20Application20090225.

Natural Gas Savings Program) Peoples Gas (offered by Chicagoland Natural 

IL 400 0.82 http://www.conservationrebates.com/programs/chi/C

Gas Savings Program) IL 400 0.82 http://www.conservationrebates.com/programs/chi/C

http://www.piedmontng.com/eprise/main/piedmontn

Piedmont Natural Gas NC 250 0.82 aboutNaturalGasSection/efficiencyPrograms1a 

Minnesota Energy Resources MN 250 0.84 http://www.minnesotaenergyresources.com/home/reMidAmerican Energy Company - Illinois MidAmerican Energy Residential Equipment 

IL 50 0.85 http://www.midamericanenergy.com/pdf/il_res_equ

Rebate Program IA 50 0.85 http://www.midamericanenergy.com/pdf/ee_residenSouthern California Gas Company CA 200 0.90 http://www.socalgas.com/rebates/residential/tankles

Central Florida Gas FL 525 NA http://www.cfgas.com/index.cfm?fuseaction=reside

Central Florida Gas FL 350 NA http://www.cfgas.com/index.cfm?fuseaction=reside

Average Rebate Amount for EF = 0.62, 2009$ 57 Average Rebate Amount for EF = 0.62, 2008$ 56 NA = Not applicable/available.
 Websites were accessed most recently between March and June of 2009.
 

15-A-15 

EE-2006-STD-0129 COMMENT 56.10
15-A.3.2 Rebate Programs for Electric Water Heaters 

DOE found 101 organizations, comprising electric utilities and municipal and regional agencies that have 

electric water heaters. The organizations offer rebates for units that meet a range of efficiency criteria. Table 15-Aorganizations’ names, states, efficiency levels, rebate amounts, and program websites. If there is more than one eorganization, that organization offers different rebates based on water heater size. The average rebate amounts, g2009$ at the end of the table, are simple averages of the individual amounts (rather than being population-weightTable 15-A.3.2 Rebates for Electric Water Heaters Utility or Agency State Amount 

2009$ 

EF Website 

Carbon Power & Light, Inc. WY 286 0.78 http://www.carbonpower.com/rebates.htm 

Carbon Power & Light, Inc. WY 241 0.81 http://www.carbonpower.com/rebates.htm 

Carbon Power & Light, Inc. WY 196 0.83 http://www.carbonpower.com/rebates.htm 

Poudre Valley REA CO 70 0.84 http://www.pvrea.com/programs/rebates.htm Central New Mexico Electric Cooperative NM 70 0.84 http://www.cnmec.coop/water_heater_rebate_guideliCentral New Mexico Electric Cooperative NM 120 0.84 http://www.cnmec.coop/water_heater_rebate_guideliCarbon Power & Light, Inc. WY 350 0.84 http://www.carbonpower.com/rebates.htm 

Kootenai Electric Cooperative ID 100 0.85 http://www.kec.com/rebates.php 

http://www.forestgrove-or.gov/images/stories/service

Forest Grove Light & Power OR 40 0.85 march2009appliancerebateform.pdf Franklin County PUD WA 25 0.85 http://www.franklinpud.com/html/res_rebates.html 

Inland Power & Light Company WA 25 0.85 http://www.inlandpower.com/customer_carec.php?id

Orcas Power and Light Cooperative WA 40 0.85 http://www.opalco.com/energy-efficiency/rebates/ 

Orcas Power and Light Cooperative WA 25 0.85 http://www.opalco.com/energy-efficiency/rebates/ 

https://www.cityofpa.us/PDFs/Conservation/2007/ Port Angeles Public Works and Utilities WA 25 0.85 APPLIANCEREBATESResident.pdf 

City of Richland WA 25 0.85 http://www.ci.richland.wa.us/RICHLAND/Electric/in

Carbon Power & Light, Inc. WY 167 0.85 http://www.carbonpower.com/rebates.htm 

Poudre Valley REA North Georgia Electric Membership 

CO 70 0.86 http://www.pvrea.com/programs/rebates.htm 

Corporation GA 25 0.86 http://www.ngemc.com/waterHeater.htm Central New Mexico Electric Cooperative NM 70 0.86 http://www.cnmec.coop/water_heater_rebate_guideli

15-A-16 

EE-2006-STD-0129 COMMENT 56.10
Utility or Agency State Amount 

2009$ 

EF Website 

Central New Mexico Electric Cooperative NM 120 0.86 http://www.cnmec.coop/water_heater_rebate_guideliCarbon Power & Light, Inc. WY 290 0.86 http://www.carbonpower.com/rebates.htm 

Carbon Power & Light, Inc. WY 163 0.86 http://www.carbonpower.com/rebates.htm 

Carbon Power & Light, Inc. WY 140 0.87 http://www.carbonpower.com/rebates.htm 

http://www.heco.com/portal/site/heco/menuitem.508

Hawaiian Electric Company, Inc. HI 70 0.88 c510b1ca/?vgnextoid 

=2cd95e658e0fc010VgnVCM1000008119fea9RCRD

Poudre Valley REA CO 70 

1 

0.89 http://www.pvrea.com/programs/rebates.htm 

Black Hills Power MT per gallon 0.89 http://www.blackhillspower.com/rebprog.htm Central New Mexico Electric Cooperative NM 70 0.89 http://www.cnmec.coop/water_heater_rebate_guideliCentral New Mexico Electric Cooperative NM 120 

1 

0.89 http://www.cnmec.coop/water_heater_rebate_guideli

Black Hills Power SD per gallon 0.89 http://www.blackhillspower.com/rebprog.htm Modern Electric Water Company WA 75 

1 

0.89 http://www.mewco.com/PDFs/Water%20Heater.pdf 

Black Hills Power MT per gallon 0.89 http://www.blackhillspower.com/rebprog.htm Carbon Power & Light, Inc. WY 230 0.89 http://www.carbonpower.com/rebates.htm 

Carbon Power & Light, Inc. Sulphur Springs Valley Electric 

WY 118 0.89 http://www.carbonpower.com/rebates.htm 

Cooperative AZ 150 0.90 http://www.ssvec.org/documents/Water_Heater_RebPoudre Valley REA CO 70 0.90 http://www.pvrea.com/programs/rebates.htm Poudre Valley REA North Georgia Electric Membership 

CO 70 0.90 http://www.pvrea.com/programs/rebates.htm 

Corporation Bartholomew County Rural Electric 

GA 50 0.90 http://www.ngemc.com/waterHeater.htm 

Membership Cooperative Bartholomew County Rural Electric 

IN 250 0.90 http://www.bcremc.com/heater.html 

Membership Cooperative IN 150 0.90 http://www.bcremc.com/heater.html 

Carroll County REMC IN 150 0.90 http://www.carrollcountyremc.com/index.php?page=

Clark County REMC IN 100 0.90 http://www.theremc.com/rebates.html#anchor1 

Clark County REMC IN 100 0.90 http://www.theremc.com/rebates.html#anchor1 

Clark County REMC IN 100 0.90 http://www.theremc.com/rebates.html#anchor1 

15-A-17 

EE-2006-STD-0129 COMMENT 56.10
Utility or Agency State Amount 

2009$ 

EF Website 

Clark County REMC IN 200 0.90 http://www.theremc.com/rebates.html#anchor1 

Dubois REC IN 50 0.90 http://www.duboisrec.com/rebates.html 

Dubois REC IN 150 0.90 http://www.duboisrec.com/rebates.html 

Rush Shelby Energy IN 150 0.90 http://www.rse.coop/waterheater.html 

Rush Shelby Energy Southern Indiana Rural Electric 

IN 50 0.90 http://www.rse.coop/waterheater.html 

Cooperative Southern Indiana Rural Electric 

IN 50 0.90 http://www.sirec.com/Forms/2009RebateTable_Form

Cooperative IN 150 0.90 http://www.sirec.com/Forms/2009RebateTable_Form

WIN Energy REMC IN 50 0.90 http://www.winenergyremc.com/rebates.html WIN Energy REMC Linn County Rural Electric Cooperative 

IN 150 0.90 http://www.winenergyremc.com/rebates.html 

http://www.linncountyrec.com/cgiAssociation IA 250 0.90 script/csarticles/articles/000003/000329.htm 

Owen Electric Cooperative, Inc Pearl River Valley Electric Power 

KY 100 0.90 http://www.owenelectric.com/pdfs/forms/Water%20

Association MS 150 0.90 http://www.prvepa.com/comfadv.html Independence Power & Light MO 75 0.90 http://www.ci.independence.mo.us/pl/pdf/rebate_ewhIndependence Power & Light MO 100 0.90 http://www.ci.independence.mo.us/pl/pdf/rebate_ewhIndependence Power & Light MO 125 0.90 http://www.ci.independence.mo.us/pl/pdf/rebate_ewhIndependence Power & Light MO 150 

2 

0.90 http://www.ci.independence.mo.us/pl/pdf/rebate_ewh

Black Hills Power MT per gallon 0.90 http://www.blackhillspower.com/rebprog.htm Central New Mexico Electric Cooperative NM 70 0.90 http://www.cnmec.coop/water_heater_rebate_guideliCentral New Mexico Electric Cooperative NM 120 

2 

0.90 http://www.cnmec.coop/water_heater_rebate_guideli

Black Hills Power SD per gallon 0.90 http://www.blackhillspower.com/rebprog.htm Tri-County Electric Cooperative TX 75 

2 

0.90 http://www.tcectexas.com/waterheaterrebate.htm 

Black Hills Power MT per gallon 0.90 http://www.blackhillspower.com/rebprog.htm Carbon Power & Light, Inc. WY 200 0.90 http://www.carbonpower.com/rebates.htm 

Ozark Border Electric Cooperative MO 75 0.90 http://www.ozarkborder.org/rebates.html Ozark Border Electric Cooperative MO 50 0.90 http://www.ozarkborder.org/rebates.html Truckee Donner Public Utility District CA 2 0.91 http://www.tdpud.org/pdf/Rebate%20program%20pa

15-A-18 

EE-2006-STD-0129 COMMENT 56.10
Utility or Agency State Amount 

2009$ 

EF Website 

per gallon 

http://www.grotonutilities.com/files/conservation_fo

Groton Utilities CT 60 0.91 Appliance_Rebate.pdf 

http://www.norwichpublicutilities.com/pdfs/ Norwich Public Utilities CT 60 0.91 2009%20Appliance%20Rebate%20Form.pdf 

http://www.brmemc.com/Products/EnergyRight Blue Ridge Mountain EMC and TVA GA 150 0.91 /EnergyRight.html#Requirements: http://www.heco.com/portal/site/heco/menuitem.508

Hawaiian Electric Company, Inc. HI 50 0.91 c510b1ca/?vgnextoid= 

2cd95e658e0fc010VgnVCM1000008119fea9RCRD

Kootenai Electric Cooperative ID 100 0.91 http://www.kec.com/rebates.php 

Kootenai Electric Cooperative ID 100 0.91 http://www.kec.com/rebates.php 

Kootenai Electric Cooperative Kansas City Board of Public Utilities 

ID 100 0.91 http://www.kec.com/rebates.php 

http://www.bpu.com/documents/ResidentialHPRebat

Energy Kansas City Board of Public Utilities 

KS 220 0.91 withIncentives.pdf 

http://www.bpu.com/documents/ResidentialHPRebat

Energy Kansas City Board of Public Utilities 

KS 225 0.91 withIncentives.pdf 

http://www.bpu.com/documents/ResidentialHPRebat

Energy KS 100 0.91 withIncentives.pdf 

http://www.co-mo.coop/Website%20Rebate%20App

Co-Mo Electric Cooperative MO 50 0.91 Home%20Appliances.pdf 

Flathead Electric Cooperative MT 60 0.91 http://www.flatheadelectric.com/energy/Rebates.htmCity of Ashland Conservation District OR 65 0.91 http://www.ashland.or.us/Files/waterheaterrebate_1.p

Central Electric Cooperative OR 25 0.91 http://www.cec-co.com/prodserv/residential/water_hDouglas Electric Cooperative OR 25 0.91 http://www.douglaselectric.com/programs/rebate_creEugene Water and Electric Board OR 25 0.91 http://www.eweb.org/content.aspx/34350f11-4e37-4Eugene Water and Electric Board OR 25 0.91 http://www.eweb.org/content.aspx/34350f11-4e37-4

http://www.forestgrove-or.gov/images/stories/service

Forest Grove Light & Power OR 40 0.91 march2009appliancerebateform.pdf 

http://www.forestgrove-or.gov/images/stories/service

Forest Grove Light & Power OR 45 0.91 march2009appliancerebateform.pdf 

http://www.midstateelectric.coop/ProductsAndServic

Midstate Electric Cooperative OR 50 0.91 ConservationPrograms/reswaterheater/default.aspx 

15-A-19 

EE-2006-STD-0129 COMMENT 56.10
Utility or Agency State Amount 

2009$ 

EF Website 

http://www.ci.monmouth.or.us/vertical/Sites/%7BCE

Monmouth Power & Light OR 25 0.91 BDB0-A9B3B0A8BB71 

%7D/uploads/%7B75B91CB0-E22B-4032-A232-C3http://www.ci.monmouth.or.us/vertical/Sites/%7BCE

Monmouth Power & Light OR 45 0.91 BDB0-A9B3B0A8BB71% 

7D/uploads/%7B75B91CB0-E22B-4032-A232-C3D

Salem Electric OR 60 0.91 http://www.salemelectric.com/PDFs/rebatebrochure.Tillamook County PUD OR 50 0.91 http://www.tpud.org/nrg_appliance.html Tillamook County PUD OR 200 0.91 http://www.tpud.org/nrg_appliance.html PUD #1 of Clallam County WA 50 0.91 http://www.clallampud.net/conservation/res_Water_H

Franklin County PUD WA 25 0.91 http://www.franklinpud.com/html/res_rebates.html 

Franklin County PUD WA 25 0.91 http://www.franklinpud.com/html/res_rebates.html 

Franklin County PUD WA 25 0.91 http://www.franklinpud.com/html/res_rebates.html 

https://www.ghpud.org/index.php?option=com_docm

Grays Harbor PUD WA 25 0.91 &gid=61&Itemid=121 

Inland Power & Light Company WA 25 0.91 http://www.inlandpower.com/customer_carec.php?id

Modern Electric Water Company WA 75 0.91 http://www.mewco.com/PDFs/Water%20Heater.pdf 

Orcas Power and Light Cooperative WA 40 0.91 http://www.opalco.com/energy-efficiency/rebates/ 

Orcas Power and Light Cooperative WA 25 0.91 http://www.opalco.com/energy-efficiency/rebates/ 

https://www.cityofpa.us/PDFs/Conservation/2007/ Port Angeles Public Works and Utilities WA 25 0.91 APPLIANCEREBATESResident.pdf 

https://www.cityofpa.us/PDFs/Conservation/2007/ Port Angeles Public Works and Utilities WA 25 0.91 APPLIANCEREBATESResident.pdf 

https://www.cityofpa.us/PDFs/Conservation/2007/ Port Angeles Public Works and Utilities WA 50 0.91 APPLIANCEREBATESResident.pdf 

City of Richland WA 25 0.91 http://www.ci.richland.wa.us/RICHLAND/Electric/in

City of Richland WA 25 0.91 http://www.ci.richland.wa.us/RICHLAND/Electric/in

Eau Claire Energy Cooperative WI 420 0.91 http://www.ecec.com/programs/incentives/index.cfm Orcas Power and Light Cooperative WA 100 0.91 http://www.opalco.com/wp-content/uploads/2009/03

Holy Cross Energy CO 75 0.92 http://www.holycross.com/ Poudre Valley REA CO 70 0.92 http://www.pvrea.com/programs/rebates.htm 

15-A-20 

EE-2006-STD-0129 COMMENT 56.10
Utility or Agency State Amount 

2009$ 

EF Website 

http://www.heco.com/portal/site/heco/menuitem.508

Hawaiian Electric Company, Inc. HI 50 0.92 c510b1ca/?vgnextoid= 

2cd95e658e0fc010VgnVCM1000008119fea9RCRD

Kootenai Electric Cooperative Linn County Rural Electric Cooperative 

ID 100 0.92 http://www.kec.com/rebates.php 

http://www.linncountyrec.com/cgiAssociation IA 250 0.92 script/csarticles/articles/000003/000329.htm 

Intercounty Electric Cooperative MO 50 0.92 http://www.ieca.coop/PROGRAMS/REBATES/tabidCentral New Mexico Electric Cooperative NM 70 0.92 http://www.cnmec.coop/water_heater_rebate_guideliCentral New Mexico Electric Cooperative NM 120 0.92 http://www.cnmec.coop/water_heater_rebate_guideliColumbia River PUD OR 250 0.92 http://www.crpud.net/residential/efficiency/water-heEugene Water and Electric Board OR 50 0.92 http://www.eweb.org/content.aspx/34350f11-4e37-4

http://www.forestgroveForest Grove Light & Power OR 65 0.92 or.gov/images/stories/services/lightandpower/pdf/maorm.pdf http://www.forestgroveForest Grove Light & Power OR 75 0.92 or.gov/images/stories/services/lightandpower/pdf/maorm.pdf http://www.forestgrove-or.gov/images/stories/service

Forest Grove Light & Power OR 100 0.92 march2009appliancerebateform.pdf 

http://www.ci.monmouth.or.us/vertical/Sites/%7BCE

Monmouth Power & Light OR 50 0.92 BDB0-A9B3B0A8BB71%7D/uploads/%7B75B91C

C3DC21796769%7D.PDF 

Tillamook County PUD OR 50 0.92 http://www.tpud.org/nrg_appliance.html Tillamook County PUD OR 50 0.92 http://www.tpud.org/nrg_appliance.html Tillamook County PUD OR 175 0.92 http://www.tpud.org/nrg_appliance.html Tillamook County PUD OR 180 0.92 http://www.tpud.org/nrg_appliance.html 

http://www.fecelectric.com/fecinternet2005/01-MyA

Farmers Electric Cooperative TX 100 0.92 Residential.asp United Cooperative Services TX 75 0.92 http://www.united-cs.com/rebates.htm 

http://www.columbiarea.com/programs/ Columbia REA WA 200 0.92 Res%20Rebate%20Application_updated_081001.pd

https://www.cityofpa.us/PDFs/Conservation/2007/ Port Angeles Public Works and Utilities WA 50 0.92 APPLIANCEREBATESResident.pdf 

Eau Claire Energy Cooperative WI 250 0.92 http://www.ecec.com/programs/incentives/index.cfm 

15-A-21 

EE-2006-STD-0129 COMMENT 56.10
Utility or Agency State Amount 

2009$ 

EF Website 

Carbon Power & Light, Inc. WY 170 0.92 http://www.carbonpower.com/rebates.htm 

Orcas Power and Light Cooperative WA 100 0.92 http://www.opalco.com/wp-content/uploads/2009/03

Orcas Power and Light Cooperative WA 100 0.92 http://www.opalco.com/wp-content/uploads/2009/03

Lassen Municipal Utility District CA 350 0.92 http://www.lmud.org/rebate.htm City of Palo Alto Utilities CA 40 0.93 http://www.cpau.com/civica/filebank/blobdload.asp?Modesto Irrigation District CA 25 0.93 http://www.mid.org/rebates/home/appliance.htm Pacific Power CA 40 0.93 http://homeenergysavingspp.net/california/waterheat

http://www.pge.com/includes/docs/pdfs/shared/savee

PG&E CA 30 0.93 residential_appliance.pdf 

http://www.sce.com/residential/rebates-savings/appli

Southern California Edison CA 30 0.93 heater.htm San Diego Gas and Electric CA 30 

2 

0.93 http://www.sdge.com/residential/waterHeaters.shtml 

Truckee Donner Public Utility District CA per gallon 0.93 http://www.tdpud.org/pdf/Rebate%20program%20paPoudre Valley REA CO 70 0.93 http://www.pvrea.com/programs/rebates.htm 

http://www.grotonutilities.com/files/conservation_fo

Groton Utilities CT 60 0.93 Appliance_Rebate.pdf 

http://www.norwichpublicutilities.com/pdfs/ Norwich Public Utilities CT 60 0.93 2009%20Appliance%20Rebate%20Form.pdf http://www.heco.com/portal/site/heco/menuitem.508

Hawaiian Electric Company, Inc. HI 40 0.93 c510b1ca/?vgnextoid= 

2cd95e658e0fc010VgnVCM1000008119fea9RCRDhttps://www.avistautilities.com/savings/rebates/Page

Avista Utilities ID 50 0.93 CustomerRebates.aspx#high 

Kootenai Electric Cooperative ID 100 0.93 http://www.kec.com/rebates.php 

Rocky Mountain Power Interstate Power and Light (Alliant 

ID 50 0.93 http://www.homeenergysavings.net/idaho/waterheate

http://alliantenergy.com/UtilityServices/ForYourHom

Energy) Kansas City Board of Public Utilities 

IA 50 0.93 IowaIncentivePrograms/014675 

http://www.bpu.com/documents/ResidentialHPRebat

Energy KS 175 0.93 withIncentives.pdf Flathead Electric Cooperative MT 60 0.93 http://www.flatheadelectric.com/energy/Rebates.htmCentral New Mexico Electric Cooperative NM 70 0.93 http://www.cnmec.coop/water_heater_rebate_guideliCentral New Mexico Electric Cooperative NM 120 0.93 http://www.cnmec.coop/water_heater_rebate_guideliCity of Ashland Conservation District OR 65 0.93 http://www.ashland.or.us/Files/waterheaterrebate_1.p

15-A-22 

EE-2006-STD-0129 COMMENT 56.10
Utility or Agency State Amount 

2009$ 

EF Website 

Central Electric Cooperative OR 25 0.93 http://www.cec-co.com/prodserv/residential/water_hDouglas Electric Cooperative OR 25 0.93 http://www.douglaselectric.com/programs/rebate_creEnergy Trust of Oregon OR 35 0.93 http://www.energytrust.org/residential/existinghomesEugene Water and Electric Board OR 25 0.93 http://www.eweb.org/content.aspx/34350f11-4e37-4

http://www.forestgrove-or.gov/images/stories/service

Forest Grove Light & Power OR 25 0.93 march2009appliancerebateform.pdf 

http://www.midstateelectric.coop/ProductsAndServic

Midstate Electric Cooperative OR 50 0.93 ConservationPrograms/reswaterheater/default.aspx 

http://www.ci.monmouth.or.us/vertical/Sites/%7BCE

Monmouth Power & Light OR 25 0.93 BDB0-A9B3B0A8BB71%7D/ 

uploads/%7B75B91CB0-E22B-4032-A232-C3DC21

Oregon Trail Electric Cooperative OR 100 0.93 http://www.otec.coop/waterHeater.aspx Salem Electric OR 60 0.93 http://www.salemelectric.com/PDFs/rebatebrochure.

http://www.subutil.com/files/static_page_files/B9F7D

Springfield Utility Board OR 25 0.93 AE0AD52296FE251E/RebateForm09.pdf Tillamook County PUD OR 50 0.93 http://www.tpud.org/nrg_appliance.html Tillamook County PUD OR 150 0.93 http://www.tpud.org/nrg_appliance.html Rocky Mountain Power UT 50 0.93 http://www.homeenergysavings.net/utah/waterheater

https://www.avistautilities.com/savings/rebates/Page

Avista Utilities WA 50 0.93 CustomerRebates.aspx#high 

Benton PUD WA 25 0.93 http://www.bentonpud.org/conservation/res_energy.p

PUD #1 of Clallam County WA 50 0.93 http://www.clallampud.net/conservation/res_Water_H

Franklin County PUD WA 25 0.93 http://www.franklinpud.com/html/res_rebates.html 

https://www.ghpud.org/index.php?option=com_docm

Grays Harbor PUD WA 25 0.93 &gid=61&Itemid=121 

Mason County PUD 3 WA 25 0.93 http://www.masonpud3.org/powerSupply/applianceR

Modern Electric Water Company WA 75 0.93 http://www.mewco.com/PDFs/Water%20Heater.pdf 

Orcas Power and Light Cooperative WA 40 0.93 http://www.opalco.com/energy-efficiency/rebates/ 

Orcas Power and Light Cooperative WA 25 0.93 http://www.opalco.com/energy-efficiency/rebates/ 

Pacific Power WA 50 0.93 http://www.homeenergysavingspp.net/washington/w

https://www.cityofpa.us/PDFs/Conservation/2007/ Port Angeles Public Works and Utilities WA 25 0.93 APPLIANCEREBATESResident.pdf 

City of Richland WA 25 0.93 http://www.ci.richland.wa.us/RICHLAND/Electric/in

15-A-23 

EE-2006-STD-0129 COMMENT 56.10
Utility or Agency State Amount 

2009$ 

EF Website 

Vera Conservation Department WA 100 0.93 http://www.verawaterandpower.com/Energy_Rebate

http://www.focusonenergy.com/Incentives/Residenti

Cedarburg Light and Water Utility WI 50 0.93 Back_Rewards/waterheater.aspx 

http://www.focusonenergy.com/Incentives/Residenti

Focus on Energy WI 50 0.93 Back_Rewards/waterheater.aspx Carbon Power & Light, Inc. WY 140 0.93 http://www.carbonpower.com/rebates.htm 

Rocky Mountain Power WY 50 0.93 http://www.homeenergysavings.net/utah/waterheater

Lassen Municipal Utility District CA 250 0.94 http://www.lmud.org/rebate.htm Redding Electric Utility CA 75 0.94 http://www.reupower.com/energysvc/documents/JanMuscatine Power and Water IA 200 0.94 http://www.mpw.org/pdf/2009ResRebateForm.pdf 

Columbia River PUD OR 250 0.94 http://www.crpud.net/residential/efficiency/water-heEnergy Trust of Oregon OR 75 0.94 http://www.energytrust.org/residential/existinghomesEugene Water and Electric Board OR 50 0.94 http://www.eweb.org/content.aspx/34350f11-4e37-4

http://www.forestgroveForest Grove Light & Power OR 50 0.94 or.gov/images/stories/services/lightandpower/pdf/maorm.pdf http://www.midstateelectric.coop/ProductsAndServic

Midstate Electric Cooperative OR 250 0.94 ConservationPrograms/reswaterheater/default.aspx 

http://www.ci.monmouth.or.us/vertical/Sites/%7BCE

Monmouth Power & Light OR 40 0.94 BDB0-A9B3B0A8BB71%7D/ 

uploads/%7B75B91CB0-E22B-4032-A232-C3DC21http://www.columbiarea.com/programs/Res%20Reba

Columbia REA WA 200 0.94 updated_081001.pdf 

Inland Power & Light Company WA 25 0.94 http://www.inlandpower.com/customer_carec.php?id

Orcas Power and Light Cooperative WA 50 0.94 http://www.opalco.com/energy-efficiency/rebates/ 

Orcas Power and Light Cooperative WA 100 0.94 http://www.opalco.com/wp-content/uploads/2009/03

Sevierville County Electric System TN 120 0.94 http://www.electric.seviervilletn.org/special.htm Plumas-Sierra REC CA 150 0.94 http://www.psrec.coop/energy_rebates.php?sec=enerConsumers Power, Inc. OR 100 0.94 http://www.cpi.coop/rebates/wh_electric.php 

15-A-24 

EE-2006-STD-0129 COMMENT 56.10
Utility or Agency State Amount 

2009$ 

EF Website 

http://www.fecelectric.com/fecinternet2005/01-MyA

Farmers Electric Cooperative TX 100 0.94 Residential.asp United Power CO 475b 0.94 http://www.unitedpower.com/rebate.aspx#h2o 

http://www.heco.com/portal/site/heco/menuitem.508

Hawaiian Electric Company, Inc. HI 40 0.94 c510b1ca/?vgnextoid= 

2cd95e658e0fc010VgnVCM1000008119fea9RCRD

Modern Electric Water Company WA 75 0.94 http://www.mewco.com/PDFs/Water%20Heater.pdf 

Orcas Power and Light Cooperative WA 40 0.94 http://www.opalco.com/energy-efficiency/rebates/ 

Orcas Power and Light Cooperative WA 25 0.94 http://www.opalco.com/energy-efficiency/rebates/ 

https://www.cityofpa.us/PDFs/Conservation/2007/ Port Angeles Public Works and Utilities WA 50 0.94 APPLIANCEREBATESResident.pdf 

Eugene Water and Electric Board OR 50 0.94 http://www.eweb.org/content.aspx/34350f11-4e37-4

http://www.forestgroveForest Grove Light & Power OR 75 0.94 or.gov/images/stories/services/lightandpower/pdf/ma

orm.pdf http://www.ci.monmouth.or.us/vertical/Sites/%7BCE

Monmouth Power & Light OR 50 0.94 BDB0-A9B3B0A8BB71%7D 

/uploads/%7B75B91CB0-E22B-4032-A232-C3DC2https://www.cityofpa.us/PDFs/Conservation/2007/ Port Angeles Public Works and Utilities WA 50 0.94 APPLIANCEREBATESResident.pdf 

http://www.austinenergy.com/Energy%20Efficiency/

Austin Energy TX 100 2.0 Residential/Air%20Conditioner/rebateLevels.htm Walton Electric Membership Corporation GA 150 2.0 http://www.waltonemc.com/residential/index.php?pa

http://www.heco.com/portal/site/heco/menuitem.205

Hawaiian Electric Company, Inc. HI 175 2.0 

Meet 

0c510b1ca/?vgnextoid= 6558f2b154da9010VgnVCM10000053011bacRCRD

United Power CO 70 current 

standards 

Meet 

http://www.unitedpower.com/rebate.aspx#h2o 

Electric Power Board of Chattanooga TN 50 current 

standards 

http://www01.epb.net/index.php?page=yourhome_pr

Lassen Municipal Utility District CA 150 NA http://www.lmud.org/rebate.htm 

b Outlier; not used. 

15-A-25 

EE-2006-STD-0129 COMMENT 56.10
Utility or Agency State Amount 

2009$ 

EF Website 

Central Alabama Electric Cooperative Central Alabama Electric Cooperative Central Alabama Electric Cooperative City of Florence Utilities Sheffield Utilities Diverse Power Energy Power Board Utilities District of Western Indiana REMC Pennyrile RECC Warren Rural Electric Cooperative Corporation City of Statesville Electric Utility Department Clinton Utilities Board Middle Tennessee Electric Membership Corporation Murfreesboro Electric Department Murfreesboro Electric Department Murfreesboro Electric Department Sevierville County Electric System Southwest Tennessee Electric Membership Corporation Upper Cumberland Electric Membership Corporation Volunteer Energy Cooperative Winchester Utilities 

AL AL AL AL AL 

GA GA 

IN 

KY KY 

NC 

TN TN TN TN TN TN TN TN TN TN 

120 

or 240 

118 

or 235 

188 

or 375 

50 50 75 50 50 50 50 

150 

50 50 25 50 25 

100 100 100 

20 

100 

NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA NA 

http://www.caec.coop/cms/content/view/48/ http://www.caec.coop/cms/content/view/48/ http://www.caec.coop/cms/content/view/48/ http://www.florenceutilities.com/Utilities_DepartmenEnergy_Right/index.html http://www.sheffieldutilities.org/PWCusService.htm http://www.diversepower.com/rebates_incentives.phhttp://www01.epb.net/index.php?page=yourhome_prhttp://www.udwiremc.com/inquiryhome_udi.nsf/paghttp://www.precc.com/precc/res_existing_home.htm http://www.wrecc.com/resid.aspx http://www.ci.statesville.nc.us/index.php/content/?cgbin=0&session_id=c9d782b865c54ab96ef46c 4b69020e34&id=161 http://www.clintonutilities.com/ Water%20Heater%20Rebate%20Application.pdf http://www.mtemc.com/pages.cfm/name/r08_waterhhttp://www.murfreesboroelectric.com/eright/waterhehttp://www.murfreesboroelectric.com/eright/waterhehttp://www.murfreesboroelectric.com/eright/waterhehttp://www.electric.seviervilletn.org/PEnergyRight.hhttp://www.stemc.com/FORMS/waterheater.pdf http://www.ucemc.com/pdf%20files/ WATER%20HEATER%20REBATE.pdf http://www.vec.org/article.aspx?categID=6&articleIDhttp://www.winchesterutilities.com/Services_files/ Energy%20Right%20Program_files/image006.PDF 

15-A-26 

EE-2006-STD-0129 COMMENT 56.10
Utility or Agency State Amount EF Website 

2009$ 

50 

Carbon Power & Light, Inc. WY ( + 1.50/ NA http://www.carbonpower.com/rebates.htm 

gallon) 

Kirkwood Electric MO 100 NA http://www.ci.kirkwood.mo.us/electric/rebateprogram

Cowlitz County Public Utility District WA 25 NA http://www.cowlitzpud.org/pdf/EnergySharePlusBro

http://www.cwlp.com/energy_services/ESO_services

City Water, Light and Power IL 200 NA _reb.htm 

Average Rebate Amount for EF=0.94, 2009$ 123 Average Rebate Amount for EF=0.94, 2008$ 122 NA = Not available
 Websites were accessed most recently from March through June 2009.
 

15-A.3.3 Rebates for Gas Space Heaters 

DOE found five organizations (gas utilities and municipal and state agencies) that have rebate programs f

DOE used those amounts in the regulatory impact analysis to represent rebate amounts for gas wall fan direct heaorganizations offer rebates for natural gas or propane space heaters. Table 15-A.3.3 lists the organizations’ namelevels, rebate amounts, and program websites. The average rebate amounts, given in 2008$ and 2009$ at the end simple averages of the individual amounts (rather than being population-weighted). 

15-A-27 

EE-2006-STD-0129 COMMENT 56.10
Table 15-A.3.3 Rebates for Gas Space Heaters
 

Utility or Agency State AFUE 

% 

Amount 

2009$ 

Website 

Avista Utilities Town of Smyrna Georgia Cities Gas (Thomasville) Blue Star Gas Railroad Commission of Texas, Alternative Fuel Research Education Division (AFRED) Average Rebate Amount 2009$ Average Rebate Amount 2008$ 

OR 

TN 

GA 

OR 

TX 

80 

NA NA NA NA 

150 

50 50 

100 100 

90 89 

http://www.avistautilities.com/savings/rebates/Documents/ EquipmentRebate04_09.pdf http://www.townofsmyrna.org/utilities/pdf/Natural-Gas-Systhttp://georgiacitiesnaturalgas.com/cms/Contact+Your+Provihttp://bluestargas.com/rebate.html http://www.directpropaneservices.com/faqs/; http://www.propane.tx.gov/rebate_program/consumer.php 

NA = Not applicable/available. 

Websites were accessed most recently in June 2009. 

15-A.3.4 Rebates for Hearth Products 

DOE found six organizations (gas utilities and municipal and state agencies) that have rebate programs fo

The organizations offer rebates for natural gas or propane logs. Table 15-A.3.4 lists the organizations’ names, starebate amounts, and program websites. The average rebate amounts, given in 2008$ and 2009$ at the end of the taverages of the individual amounts (rather than being population-weighted). 

15-A-28 

EE-2006-STD-0129 COMMENT 56.10
Table 15-A.3.4 Rebates for Hearth Products
 

Utility or Agency State AFUE 

% 

Amount 

2009$ 

Website 

Cascade Natural Gas City of Tallahassee Town of Smyrna Georgia Cities Gas Blue Star Gas Railroad Commission of Texas, Alternative Fuel Research Education Division (AFRED) Average Rebate Amount 2009$ Average Rebate Amount 2008$ 

WA 

FL 

TN 

GA 

OR 

TX 

80 

NA 

NA NA NA NA 

70 50 

50 50 

100 100 

70 70 

http://www.sullivanheating.com/Rebate_Programs.phtml http://www.talgov.com/you/gas/gas_rebates.cfm http://www.townofsmyrna.org/utilities/pdf/Natural-Gas-System%20http://georgiacitiesnaturalgas.com/cms/Contact+Your+Provider/5.h

http://bluestargas.com/rebate.html http://www.directpropaneservices.com/faqs/; http://www.propane.tx.gov/rebate_program/consumer.php 

NA = Not applicable/available. 

Websites were accessed most recently in June 2009. 

15-A.3.5 Rebates for Gas-Fired Pool Heaters 

DOE found five organizations (gas utilities and municipal agencies) that have rebate programs for gas-fir

15-A.3.5 lists the organizations’ names, states, rebate amounts, and program websites. The average rebate amounand 2009$ at the end of the table, are simple averages of the individual amounts (rather than being population-we

15-A-29 

EE-2006-STD-0129 COMMENT 56.10
Table 15-A.3.5 Rebates for Gas-Fired Pool Heaters
 

Utility or Agency State Amount 

2009$ 

Website 

Metropolitan Utilities District KeySpan Energy Delivery City of Tallahassee Town of Smyrna NSTAR Average Rebate Amount 2009$ Average Rebate Amount 2008$ 

NE 

NY 

FL 

TN 

MA 

100 100 450 100 250 200 199 

http://www.livegreenthinkblue.com/rebate_forms/forms/pool.heat.rebate.phttp://www.bnl.gov/bera/linkable_files/poolheateroffer7.14.04.pdf http://www.talgov.com/you/gas/gas_rebates.cfm http://www.townofsmyrna.org/utilities/pdf/Natural-Gas-System%20-Rebahttp://www.nstar.com/nstaronline3_search/ 

Websites were accessed most recently in June 2009. 

15-A-30 

EE-2006-STD-0129 COMMENT 56.10
 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

15-A.4 FEDERAL AND STATE TAX CREDITS 

This section summarizes the Federal and State tax credits available to consumers who 

purchase energy efficient appliances. This section also describes tax credits available to 

manufacturers who produce certain energy efficient appliances. 

15-A.4.1 Federal Tax Credits for Residential Appliances 

EPACT 2005 included Federal tax credits for consumers who installed efficient air 

conditioners or heat pumps; gas or oil furnaces; furnace fans; and/or gas, oil, or electric heat 

pump water heaters in new or existing homes.6, 7Those tax credits were in effect in 2006 and 

2007, expired in 2008, and were reinstated for 2009–2010 by ARRA.8 

Residential appliances must meet the following specifications, as applicable, to qualify 

6 for Federal tax credits.

•	 Furnaces and boilers: Natural gas and propane furnaces must provide an Annual Fuel 

Utilization Efficiency (AFUE) of 95 or higher; oil furnaces and gas, oil, and propane 

boilers must provide an AFUE of 90 or higher. 

•	 Central air conditioning units and air-source heat pumps must meet the highest tier 

(III) standards set by the Consortium for Energy Efficiency as of January 1, 2009. 

Table 15-A.4.1 below shows the requirements for those equipment types.9 

•	 Fans for heating and cooling systems may consume no more than 2 percent of total 

heating system energy, as defined by the DOE test procedure (may be revised because 

of the 2009 Federal stimulus legislation). 

•	 Water heaters 

o	 Gas- or propane-fired water heaters: EF of at least 0.82 or a thermal efficiency 

of at least 90 percent. 

o	 Heat pump water heaters: EF of at least 2.0. 

15-A-31 

EE-2006-STD-0129 COMMENT 56.10
 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Table 15-A.4.1 Federal Tax Credits for Residential Central Air Conditioners and 

Heat Pumps 

Product EER* 

Required 

SEER† 

Required 

HSPF‡ 

Required 

Available Tax Credit 

Central Air 

Conditioner–Split 

System 

≥ 13.0 ≥16.0 N/A 30% of cost, up to 

$1,500 

Central Air 

Conditioner–Single 

Package 

≥12.0 ≥ 14.0 N/A 30% of cost, up to 

$1,500 

Air Source Heat 

Pump–Split System 

≥ 12.5 ≥15.0 ≥ 8.5 30% of cost, up to 

$1,500 

Air Source Heat 

Pump–Single Package 

≥ 12.0 ≥14.0 ≥8.0 30% of cost, up to 

$1,500 

* EER = energy efficiency rating. 

† SEER = seasonal energy efficiency rating. 

‡ HSPF = heating season performance factor. 

15-A.4.2 Federal Tax Credits for Manufacturers 

EPACT 2005 provided Federal Energy Efficient Appliance Credits to manufacturers that 

produced high-efficiency refrigerators, clothes washers, and dishwashers in 2006 and 2007. The 

10, 11 Emergency Economic Stabilization Act of 2008 amended the credits and extended them 

through 2010. Manufacturers receive the credits for increasing their production of qualifying 

appliances relative to a two-year rolling baseline. Each manufacturer is limited to a certain 

amount for all credits. Manufacturers are eligible for Energy Efficient Appliance Credits for 

qualifying models of residential and commercial clothes washers, residential refrigerators, and 

residential dishwashers. The credits are available for models produced in 2008, 2009, and 2010. 

The following credit amounts and criteria apply to manufacturers who produce these 

appliances.12 The credit amounts listed below are for each unit manufactured. However, the 

maximum credit that a manufacturer can receive for qualifying equipment is $75 million for 

2008–2010, with the exceptions that the most efficient refrigerator (30 percent) and clothes 

washer (2.2 MEF/4.5 wcf) models are not subject to the cap. 

Clothes Washers 

•	 $75 for residential top-loading models manufactured in 2008 that meet/exceed a 1.72 

modified energy factor (MEF) and do not exceed a 8.0 water consumption factor 

(wcf). 

•	 $125 for residential top-loading models manufactured in 2008 or 2009 that 

meet/exceed a 1.8 MEF and do not exceed a 7.5 wcf. 

•	 $150 for residential or commercial clothes washers manufactured in 2008, 2009, or 

2010 that meet/exceed a 2.0 MEF and do not exceed a 6.0 wcf. 

•	 $250 each for residential or commercial models manufactured in 2008, 2009, or 2010 

that meet/exceed a 2.2 MEF and do not exceed a 4.5 wcf. 

15-A-32 

EE-2006-STD-0129 COMMENT 56.10
 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Refrigerators 

•	 $50 for models manufactured in 2008 that consume at least 20 percent but not more 

than 22.9 percent fewer kilowatt hours per year than the 2001 energy conservation 

standards. 

•	 $75 for models manufactured in 2008 or 2009 that consume at least 23 percent but no 

more than 24.9 percent fewer kilowatt hours per year than the 2001 energy 

conservation standards. 

•	 $100 for models manufactured in 2008, 2009, or 2010 that consume at least 25 

percent but not more than 29.9 percent fewer kilowatt hours per year than the 2001 

energy conservation standards. 

•	 $200 for models manufactured in 2008, 2009, or 2010 that consume at least 30 

percent less energy than the 2001 energy conservation standards. 

Dishwashers 

•	 $45 for models manufactured in 2008 or 2009 that consume no more than 324 

kilowatt hours per year and 5.8 gallons of water per cycle. 

•	 $ 75 for models manufactured in 2008, 2009, or 2010 that consume no more than 307 

kilowatt hours per year and 5.0 gallons of water per cycle (5.5 gallons per cycle for 

models designed for more than 12 place settings). 

15-A.4.3 State Tax Credits 

Oregon’s Residential Energy Tax Credit (RETC) was created in 1977. After the Oregon 

legislature expanded the RETC program in 1997 to include residential refrigerators, clothes 

washers, and dishwashers, participation in the program increased significantly. The program 

subsequently added credits for high-efficiency heat pump systems, air conditioners, and water 

heaters (2001); furnaces and boilers (2002); and duct/air sealing, fuel cells, heat recovery, and 

renewable energy equipment. For heating, ventilating, and air conditioning equipment; 

residential appliances; and water heaters, the credit is $0.40 per kilowatt saved in the first year, 

or 25 percent of the net purchase price, whichever is less. The credit limit for energy efficient 

appliances and heating and cooling systems is $1,000 per calendar year; excess credit may be 

carried forward for 5 years.13 

Montana has had an Energy Conservation Tax Credit for residential measures since 

14, 15 1998. The tax credit covers various residential energy and water efficient products, including 

ENERGY STAR heating/cooling equipment, water heaters, low-flow showerheads and faucets, 

and light fixtures and controls. In 2002 the amount of the credit was increased from 5 percent of 

product costs (up to $150) to 25 percent (up to $500) per taxpayer. The credit can be used for 

products installed in new construction or remodeling projects. The tax credit covers only that 

part of the cost and materials that exceed established standards of construction. 

Beginning in 2009 Indiana offers a tax credit to individuals and small businesses for costs 

associated with purchasing ENERGY STAR-qualified central air conditioners, room air 

15-A-33 

EE-2006-STD-0129 COMMENT 56.10
 

 

 

 

 

 

 

 

 

 

 

 

conditioners, furnaces, programmable thermostats, and water heaters. The credit may be claimed 

against state income tax, insurance premium tax, or financial institutions tax. The amount of the 

credit is 20 percent of the expenditure for qualified heating and cooling equipment, to a 

maximum of $100 per taxable year. The credit applies to expenditures made in 2009 and 2010; 

16, 17 there is no carryover.

Beginning in 2009 Kentucky offers a 30 percent state income tax credit for taxpayers 

who install certain energy efficiency measures in their principal residence or residential rental 

property. The qualifying products include water heaters, heat pumps, central air conditioners, and 

advanced main air circulating fans. A product must meet the same energy efficiency guidelines 

as specified for the Federal tax credit for that residential product. The tax credit may not exceed 

$250. The credit, which applies to products purchased in taxable years 2009–2015, may be 

18, 19 carried forward for 1 year.

15-A-34 

EE-2006-STD-0129 COMMENT 56.10
 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

REFERENCES 

1.	 Hall, B. H. and B. Khan, Adoption of New Technology. Working Paper No. E03-330, 

2003. Department of Economics, University of California, Berkeley, CA. 

2.	 Lekvall. P and C. Wahlbin, "A Study of Some Assumptions Underlying Innovation 

Diffusion Functions". Swedish Journal of Economics, 1973 

3.	 Geroski, P. A., Models of Technology Diffusion. Research Policy, 2000. 29: pp. 603-625 

4.	 Van den Bulte, C., "Want to Know How Diffusion Speed Varies Across Countries and 

Products? Try a Bass Model". Product Development & Management Association, 2002. 

XXVI(4) 

5.	 Rufo, M., Personal communication. Telephone conversations with Barbara Atkinson, 

LBNL. Itron, Inc. Oakland, CA. January 2008 and March 2009. 

6.	 Tax Incentives Assistance Project, Consumer Tax Incentives: Home Heating & Cooling 

Equipment., 2009. (Last accessed October 12, 2009.) 

<www.energytaxincentives.org/consumers/heating-cooling.php> 

7.	 Energy Policy Act of 2005, 119 STAT. 594 Public Law 109–58. Section 1333, 26 USC 

25C note, August 8, 2005. <http://frwebgate3.access.gpo.gov/cgibin/getdoc.cgi?dbname=109_cong_public_laws&docid=f:publ058.109.pdf> 

8.	 Tax Incentives Assistance Project, General Information: Legislative Language & 

Pending Updates, 2009. (Last accessed October 12, 2009.) 

<http://energytaxincentives.org/general/legislative.php> 

9.	 Consortium for Energy Efficiency (CEE), CEE High-Efficiency Specification: Central 

Air Conditioners and Air Source Heat Pumps, (Last accessed July 14, 2009.) 

<http://www.cee1.org/resid/rs-ac/res-ac_specs.pdf> 

10.	 U.S. Department of the Treasury–Internal Revenue Service, Form 8909, (Last accessed 

July 10, 2009.) <www.irs.gov/pub/irs-pdf/f8909.pdf> 

11.	 Emergency Economic Stabilization Act of 2008, (Last accessed July 12, 2009.) 

<http://frwebgate.access.gpo.gov/cgibin/getdoc.cgi?dbname=110_cong_bills&docid=f:h1424enr.txt.pdf> 

12.	 Tax Incentives Assistance Project, Builders & Manufacturer Incentives, (Last accessed 

July 14, 2009.) <http://energytaxincentives.org/builders/appliances.php> 

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EE-2006-STD-0129 COMMENT 56.10
 

 

 

 

 

 

 

 

 

 

 

 

13.	 Oregon Department of Energy–Conservation Division, Residential Energy Tax Credits, 

(Last accessed July 8, 2009.) 

<http://egov.oregon.gov/ENERGY/CONS/RES/RETC.shtml> 

14.	 Montana Department of Environmental Quality, Tax Incentives, (Last accessed July 8, 

2009.) <www.deq.state.mt.us/Energy/EEHome/TaxIncentHome.asp> 

15.	 Montana Department of Revenue, Energy Related Tax Relief, (Last accessed July 8, 

2009.) <http://mt.gov/REVENUE/energyconservation.asp> 

16.	 Indiana Department of Revenue, Information Bulletin #100: Income Tax, 2007. (Last 

accessed July 8, 2009.) <www.in.gov/dor/files/ib100.pdf> 

17.	 Database of State Incentives for Renewables and Efficiency (DSIRE), Indiana Incentives 

for Energy Efficiency, Energy Efficiency Tax Credits (Personal), (Last accessed July 8, 

2009.) 

<www.dsireusa.org/library/includes/incentive2.cfm?Incentive_Code=IN50F&state=IN& 

CurrentPageID=1&RE=0&EE=1> 

18.	 Kentucky Department of Revenue, 2009 Energy Efficiency Credits, (Last accessed July 

8, 2009.) <http://revenue.ky.gov/NR/rdonlyres/E2DAFC0B-4F18-4D76-91F8­

C6766A3843EE/0/2009EnergyEfficiencyCredits.pdf> 

19.	 DSIRE, Personal Income Tax Incentive: Kentucky, Energy Efficiency Tax Credits 

(Personal), (Last accessed July 8, 2009.) 

<www.dsireusa.org/incentives/incentive.cfm?Incentive_Code=KY29F&re=0&ee=1> 

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EE-2006-STD-0129 COMMENT 56.10