Document ID: EPA-HQ-OAR-2004-0500-0056
Agency: epa
Document Type: Supporting & Related Material
Title: 
Posted Date: 2013-02-22T05:00Z

OMB Control No. 2060-0586
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 provide guidance.  Consult our HPwES Sponsor Fact sheet and Sponsor Guide for detailed guidance. Fill out and submit your Program 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 access our in-kind supporting material. We reserve the right to decline sponsorship if we feel there is inadequate resources and planning to initiate a HPwES program, and will strategically advise you to what needs to be addressed.
 Program Sponsor

 Organization Type
                                       State
                                   Government
 City or county
  Government

  Public Utility
       Non-Profit Organization
            (chartered by state to implement energy efficiency programs)

                                         
                                         
                                         
                                             

                                                        Budget
    Source of funding
 System Benefit Charge
                                        Grant
    Rate Recovery
                                        Other

                                          
                                          
                                          
                                          
                               Provide background
                          information about the source

 Budget Category (in $)
 Pilot Phase*
  Year 1
  Year  2
  Year  3
  Year 4
  Year  5
                                                                     Management
 $
 $
 $
 $
 $
 $
               Program Development
 $
 $
 $
 $
 $
 $
               Contractor Recruitment
 $
 $
 $
 $
 $
 $
                Training/Certification
 $
 $
 $
 $
 $
 $
                                                                      Mentoring
 $
 $
 $
 $
 $
 $
                                                                      Marketing
 $
 $
 $
 $
 $
 $
              Contractor Job Incentives
 $
 $
 $
 $
 $
 $
               Homeowner Incentives
 $
 $
 $
 $
 $
 $
               Infield Inspections (QA)
 $
 $
 $
 $
 $
 $
                                                                     Evaluation
 $
 $
 $
 $
 $
 $
                                                                          Total
 $
 $
 $
 $
 $
 $
 What goals do you plan to achieve?
  Contractor Participation Goal (# contractors)

          Job Completion Goal (# of jobs)

            Electric Savings Goal (kWh)

         Peak Electric Savings Goal (kW)

        Natural Gas Savings Goal (therms)

 What metropolitan area or service territory will be served by the program?

 Why did you decide to partner with ENERGY STAR to sponsor a HPwES program?

 What current or past residential energy efficiency programs have been implemented in this market? By whom?

 What is the average electricity and natural gas rate?

 Electricity
     < 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 elements of the program will be implemented by the program sponsor or implementation partners?

  Implementing Partners
                                            Organization Name
            Group A

            Group B

            Group C

            Group D

   Program Elements

  Sponsor
                                      Implementation Partners
          Contractor Participation Recruitment Training Certification Mentoring

    Group A
   Group B
     Group C
     Group D

                                        
                                         
                                         
                                         
                                         

                                        
                                         
                                         
                                         
                                         

                                        
                                         
                                         
                                         
                                         

                                        
                                         
                                         
                                         
                                         
  Consumer Financing
                                        
                                         
                                         
                                         
                                         
  Consumer
  Awareness/Marketing
                                        
                                         
                                         
                                         
                                         
  Quality Assurance
                                        
                                         
                                         
                                         
                                         
  Program Evaluation
                                        
                                         
                                         
                                         
                                         

 What is your schedule for implementing the program?
                                                       Schedule

                                        Activity
    Year 1
    Year 2
    Year 3
    Year 4
    Year 5

    Quarter
    Quarter
    Quarter
    Quarter
    Quarter

                                       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 quality assurance protocols

 Implement results tracking

 Explore program expansion

 Program Evaluation

 Which contractor delivery model will you emphasize?
 Contractor  	Consultant  	Hybrid  	Other  (explain)

 What groups, if any will be targeted / excluded? (e.g. income qualified, utility customers, city residents)

 Please explain how you plan to recruit contractors to participate in the program.

 Attach a copy of the protocols contractors will follow to complete a comprehensive energy audit. This should include a description of any mandatory test-in and test-out procedures (e.g., blower door and combustion safety testing) as well as a summary of test-in and test-out forms, reports or other materials that are required to comply with your program's guidelines.
 Attach a copy of your contractor participation agreement.
 What software or other method will be used to estimate energy savings?

 QUALITY ASSURANCE
 Explain the steps you plan to take to ensure participating contractors deliver comprehensive energy audits and install quality improvements.
 How will contractors report their program activity?

 Will you offer an incentive for contractor reporting and if so, please explain?

 How will completed jobs be reviewed (file and in-field)?

 How will customer satisfaction be measured?

 How will you help contractors represent the Home Performance with ENERGY STAR program accurately (e.g., homes are not qualified ENERGY STAR homes, and contractors are not certified by EPA or DOE)? How will you evaluate their actions?

 Attach a process diagram showing how contractors that fail to meet program standards will be identified, monitored, re- trained, sanctioned, or removed from the program.

 MARKETING STRATEGY
 What is the name of the program?

 What is the proposed URL for the program web site?

 What marketing strategies will you employ to increase consumer awareness of HPwES?

 Attach examples you plan to use, if developed.
 Attach example of homeowner certificate, if planned.
 What incentives (including financing) will you offer to motivate consumers to participate?

 How will you measure consumer demand for the program (e.g., number of calls, number of website visitors, duration of website visits)?

 Please attach a copy of your plan for managing consumer inquiries about the program (e.g., workflow to handle 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.