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## Home **Performance with**  **ENERGY STAR** 

**Program Plan Template** Use this Program Plan Template to develop an implementation plan. EPA and DOE are available to help answer questions and p rov i de guidance. Consult our HPwES Sponsor Fact sheet and Sponsor Guide for detailed guidance. Fill out and submit your Progra m Plan with a signed HPwES Partnership Agreement. Please allow HPwES two weeks to review your plan. Once your plan is approved you will be listed on our website and receive an email with My Energy Star Account (MESA) instructions to a ccess our in
- ki n d supporting material. We reserve the right to decline spo n sorship if we feel there is inadeq u ate resources and planning to ini t iate a HPwES program, and will strategically advise you to what needs to be addressed. **Program S p**  **on s**  **or Org**  **a nizati**  **o n**  **T ype**  

### State Gove r n m ent City or co unty

Gove rn m ent Public Uti l ity No n - Profit Org a niz a tion ( c hartered by s ta te to i m pl e m e n t en e rgy ef fi c iency prog rams) **Budget** Source of funding System Benefit Charge Grant Rate Recovery Other Provide backgro und information about the source **Budget Cat** **e gory (in $)**  Pilot Phas e * Year 1 Year 2 Year 3 Year 4 Year 5 Management $ $ $ $ $ $ Program Devel o pment $ $ $ $ $ $ Contractor Re c r uitment $ $ $ $ $ $ Training/Certification $ $ $ $ $ $

Mentoring $ $ $ $ $ $ Marketing $ $ $ $ $ $ Contractor Job I ncentives $ $ $ $ $ $ Homeowner In centives $ $ $ $ $ $ Infield Inspect i o ns (QA) $ $ $ $ $ $

Evaluation $ $ $ $ $ $ Total $ $ $ $ $ $ **What goals**  **do you**  **plan to a**  **c hieve?**  Contractor Part i c ipation Goal (# contractors)

Job Completion Goal (# of jobs) Electric S a vings Goal (kWh) Peak Electric S a vings Goal (kW) Natural Gas Savings Goal (ther ms )

**What metropol**  **i t**  **an area or ser v**  **ice territ o**  **ry will**  **be served by the program?**  **Why d i**  **d y o**  **u d e**  **cide t**  **o par t**  **ner wi**  **t h ENE**  **R GY STAR**  **to s**  **p o**  **ns o**  **r a HPwES pr o**  **gram?** OMB Control No. 2060
- 05865/26/09 Page 2 of 5

**What c**  **urrent or**  **past resid e**  **nti a**  **l energy effici e**  **ncy pro g**  **rams have been**  **i mp**  **l emented**  **i n this**  **market? By whom?** 

**What is the av** **e rage**  **electricity and natural**  **gas rate?** Electrici ty < 8 cents/kWh 8
- 10 cents/kWh >10 cents/kWh Natural Gas < 1.25 $/therm 1.2 5

– 1.75 $/therm >1.75 $/therm 

### PROGRAM **DELIVERY What el**  **e ments**  **of the**  **progr a**  **m will be**  **i mpl**  **e m**  **e nt** **e d**  **by the**  **program spon s**  **or or**  **impl e**  **mentat i**  **on partner** **s ?**  **Impl e**  **me n**  **ti n**  **g Partners Org**  **a nizati**  **o n**  **N ame** 

Group A Group B Group C Group D **Program Elements Spon**  **s or**  **Impl e**  **me n**  **tat i**  **on Partners**  **Contractor Participat i**  **on**

Recruitment Training Certification Mentoring Group A Group B Group C Group D

**Con s**  **umer Fin**  **a nci**  **n g**  **Con s**  **umer Awareness/Ma**  **r keting**  **Qual i**  **t y As**  **s urance**  **Program Evaluation What is**  **y our s**  **c hedule for imp**  **l ementing the program?**  **Schedule**

Activity Year 1 Year 2 Year 3 Year 4 Year 5 Quarte r Quarte r Quarte r Quarte r Quarte r 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 1 2 3 4 Identify/recruit contractors Train/equip contractors Launch marketing campaign Implement quali ty assurance protocols Imp l ement re s u l ts tra cki ng Explore program expansion Program E va l uat i on5/26/09 Page 3 of 5

**Which c**  **ontractor delivery model will you emphasize?**  

### C o ntractor Consultant Hybrid Other (explain)

**What groups, if any will**  **be ta r** **get e**  **d / exclud e**  **d? (e.g.**  **i n**  **come qual**  **i fied,**  **util i**  **ty customers, c i**  **ty residents)**

**Please explain how you pl**  **a n to recruit**  **c ontr** **a ctors to pa**  **r t**  **ic i**  **pate i**  **n the program.**

**Atta c**  **h a copy of the proto c**  **ols contractors**  **will fol**  **l ow**  **to c**  **omplete a comprehens i**  **ve energy aud**  **i t. This should**  **i nclude a**  **descript i**  **on of**  **a ny m**  **a nd**  **a tory test** **- i**  **n and t es**  **t -**  **out proc e**  **dures (e.g.,**  **blower door and combustion saf e** **t y te**  **s t**  **ing) as well as**  **a su**  **m mary of**  **te s**  **t -**  **i n a**  **n d te**  **s t** **- o**  **u t**  **f orms, re**  **p orts**  **or o t**  **her m a**  **ter i**  **als th a**  **t are required to comply**  **with your program’s gu i**  **delin e**  **s. Atta**  **c h a copy of your contractor partic**  **i pat**  **i on agreement.**  **What s**  **oftware or other m**  **e thod will**  **be us e**  **d to est i**  **mate ene r** **gy saving s**  **?**



### QUALITY **A SS**  **UR A**  **N C**  **E** Explain the ste p s you plan to take to ensure participating contractors deliver com p rehensive energy audits and i n s tall quali ty improvements. **How will c**  **ontr a**  **ctors report th e**  **ir progr a**  **m act i**  **vity?**5/26/09 Page 4 of 5

**Will you offer an inc**  **e ntive**  **for contrac** **t or r** **e porting**  **a nd**  **i f**  **so, please explain?** 

**How will c**  **omp l**  **eted j**  **obs be reviewed**  **(file a**  **nd in -** **field)?**

**How will c**  **ustomer satisfa c** **t ion be**  **measured?**

**How will y**  **ou help**  **contractors represent**  **the Home Pe**  **r form**  **a nce w**  **i th EN**  **E R**  **GY S T** **AR prog r** **am accurately (e.g., homes are**  **n o**  **t qual**  **i fied ENERGY STAR hom**  **e s, and contractors are**  **n o**  **t certified**  **by EPA or DOE)?**  **How wi**  **l l you evalu**  **a te their actions?** 

**Atta c**  **h a p r** **oc e**  **ss diagram s**  **howing how c**  **ont r** **actors that fail to me**  **e t pr** **o gr** **a m st**  **a ndards**  **w i**  **ll be ide n**  **t i**  **fied, m**  **o ni**  **t ored, re**  **** **trained, s a**  **nct io**  **ned, or remov** **e d fr** **o m**  **t he p**  **r o**  **g ram.** 5/26/09 Page 5 of 5



### MARKETING **STRATEGY What is**  **the n**  **a me of the prog**  **r am?**  **What is the**  **pr o**  **pos e**  **d U R**  **L f** **or the**  **progr a**  **m w e**  **b sit e**  **? What**  **marketing strat e**  **gies wi l**  **l you emp l**  **oy to increase con s**  **umer awar e**  **ne s**  **s of H P** **wES?**

**Atta c**  **h exampl e**  **s you plan**  **to use, if develop**  **e d.**  **Atta c**  **h example of**  **homeowner certificate,**  **i f p**  **l ann**  **e d.**  **What i**  **ncentiv e**  **s (inc l**  **ud i**  **ng financing)**  **will you offer to moti**  **v ate consumers to**  **particip a**  **t e?** 

**How will y**  **ou measure con**  **s umer demand for the program**  **(e**
**. g.,**  **number of c**  **alls, number of webs**  **i t** **e visitors, durat i**  **on of**  **webs i**  **te visit s**  **)?**

**Please attach a copy**  **of y** **our p l**  **an for man a**  **ging consumer i n**  **quiries about the**  **progr a**  **m (e**
**. g.,**  **wor k** **flow to h a**  **ndle calls and emails).** 
EPA Form 5900
- 186 The government estimates the average time needed to fill out this form is 11 hours and welcomes suggestions for reducing this effort. Send comments (referencing OMB Control Number) to the Director, Collection Strategies Division, U.S. EPA (2822T), 1200 Pennsylvania Ave., NW, Washington, D.C. 20460.