OMB Control No. xxxx-xxxx

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*	Year1	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 31 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.

	

