Fillable Printable Basic Implementation Plan Template
Fillable Printable Basic Implementation Plan Template
Basic Implementation Plan Template
May 2014 1
Home Performance with ENERGY STAR Implementation Plan Template
for Prospective Program Sponsors
Home Performance with ENERGY STAR® (HPwES) is a public-private voluntary partnership program designed to turn building
science-based recommendations into solutions for improved, energy efficient homes. The U.S. Department of Energy (DOE), in
coordination with the U.S. Environmental Protection Agency (EPA), offers HPwES as a programmatic platform designed to
systematically enhance home performance for healthier and more comfortable living environments, enhanced durability of the
homes’ structures and systems, and improved energy savings for the homeowners.
Home Performance with ENERGY STAR, like all ENERGY STAR programs, facilitates market transformation by increasing the
availability and adoption of energy-efficient goods and services. HPwES is based on the nationally recognized ENERGY STAR brand
and is grounded in a building science driven approach to home improvement that promotes consumer confidence and results in
measurable energy savings. Through HPwES, Program Sponsors and stakeholders support an infrastructure of qualified contractors
who engage customers, deliver quality work, and drive the market forward for HPwES projects and related services.
Eligible organizations include: Utilities; national, regional, state, or local government entities; or other organizations involved in
coordinating and/or administering an energy-efficiency program or environmental education campaign that promotes or intends to
promote ENERGY STAR qualified products, homes, Home Performance with ENERGY STAR and/or buildings.
Interested organizations must use this Sponsor Implementation Plan Template
to outline your proposed Home Performance with
ENERGY STAR program. Review the Sponsor Guide and Reference Manual (v1.5) for detailed Program requirements that must be
incorporated into your program design. Use Appendix A—the Minimum Requirements Checklist Worksheet as a quick reference to
help complete Sponsor Implementation Plan Template.
Please allow HPwES two weeks to review your plan. Once reviewed, HPwES will contact you to discuss your plan with you. Once
your plan is approved you will be listed on the HPwES website and receive an email with My Energy Star Account (MESA) instructions
to access our in-kind supporting material. DOE reserves the right to decline sponsorship if there are inadequate resources and
planning to initiate a HPwES program, and will advise you as to what needs to be addressed.
I.
GENERAL PROGRAM AND CONTACT INFORMATION
Sponsor Candidate Organization Information: Fill information about your organization and support team.
Sponsor Candidate’s Official Organization Name(s)
Program Name (i.e., public name associated with HPwES
platform). Note: program name will be listed on the
energystar.com/hpwes “Connect” map.
Implementation Vendor Name(s) (If applicable)
Program Administrator Type (Identify the type of
organization that best describes your organization.)
Sponsor Candidate’s Mailing Address
Address Line 1
Address Line 2
City
State Zip
Implementation Vendor’s Mailing
Address (If applicable)
Implementation Vendor
Address Line 1
Address Line 2
Please complete and submit the Sponsor Implementation Plan Template to homeperfo[email protected].
May 2014 2
City
State Zip
Contact Information (list all that apply)
1st Administrative POC
First name Last name
Email Phone
2nd Administrative POC
First name Last name
Email Phone
Implementation POC
First name Last name
Email Phone
Reporting/Data POC
First name Last name
Email Phone
Marketing POC
First name Last name
Email Phone
Quality Assurance POC
First name Last name
Email Phone
In reference to the POCs listed above, please indicate the HPwES
program’s primary POC.
Program Background: Provide information about your proposed program.
1.
Provide a brief description of your HPwES program, its intent and value for your target market. DOE may use the
text you provide for publication in your Sponsor Profile on websites and presentations.
2.
Provide a list of your implementation partners, such as organizations affiliated and/or supporting the local program,
including co-marketing partners and organizations your program will authorize to use the HPwES logo.
Partner A:
Partner B:
Partner C:
Partner D:
3. What elements of the program will be implemented by the program sponsor or implementation partners
Partner A Partner B Partner C Partner D
Contractor Recruitment
Contractor Training
Contractor Certification
Contractor Mentoring
Consumer Incentives/ Financing
Consumer Awareness/ Marketing
Quality Assurance
Program Evaluation
Other:
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4. Provide a URL for your planned HPwES program website (Note: This URL will be listed on the energystar.gov/hpwes
“Connect” map) The URL can be provided during the onboarding process after Sponsorship approval.
5.
What geographical area(s) will be targeted by the HPwES program? (Indicate state, counties, cities, towns, and/or
zip codes)
6.
Provide information on the current and/or past residential energy efficiency programs that have been implemented
in this market, from which your program will be building. Please indicate whether the program(s) target electric, gas,
and/or oil savings.
7. What is the estimated number of targeted homeowners (i.e. potential customers) in your market?
II. HPwES PROGRAM BUDGET AND GOALS
For additional information, please reference Section 2 in the Sponsor Guide and Reference Manual (v1.5).
8. What is the estimated annual program budget planned for each of the following categories?
Year 1 Year 2 Year 3 Year 4 Year 5
Program Administration
Marketing, Outreach, and Customer
Acquisition
$ $ $ $ $
Program Administration $ $ $ $ $
Quality Assurance $ $ $ $ $
Research & Evaluation $ $ $ $ $
Customer Incentives
Costs of Direct Install Measures
$ $ $ $ $
Other Customer Incentives & Rebates $ $ $ $ $
Customer Financing Costs $ $ $ $ $
Contractor Incentives
Contractor Training & Certification $ $ $ $ $
Contractor Production/Reporting
Incentives
$ $ $ $ $
Contractor Equipment Incentives and
other Business Development Support
$ $ $ $ $
Total $ $ $ $ $
Goals
Number of participating contractors
Number of HPwES assessments
Number of completed HPwES projects
% energy saved per completed HPwES
project
Gross annual revenue ($)
Gross site energy savings (MMBtu)
May 2014 4
III.
HPwES PROGRAM DESIGN
For additional information and program requirements, please reference Section 2 in the Sponsor Guide and Reference
Manual (v1.5).
10. What is your schedule for implementing the program?
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
Execute marketing campaign
Implement quality assurance protocols
Implement project tracking
Explore program expansion
Program evaluation
11.
How will energy savings be estimated at the project level?
12.
Will your program track pre and post project-level energy
consumption data to verify energy savings?
13. Will your program focus on single family housing, multifamily
housing, or both?
14. What type of homeowner incentives will your program
offer? (Select all that apply. Hold down the control key to
select multiple options.)
9. What are your program’s top three funding sources?
(Hold down the control key to select multiple options.)
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15. If you offer financing, what type(s) of lending products will
be offered? Please provide information on rates and terms.
16.
What type of credit enhancements or financing buy downs
will your program offer to customers?
17.
What type of mid-stream (e.g., targeting contractors,
suppliers, etc.) incentives will your program offer? (Select all
that apply. Hold down the control key to select multiple
options.)
18.
What direct install measures will your program offer? (Select
all that apply. Hold down the control key to select multiple
options.)
19.
Will your program require fixed and/or capped measure
pricing for measures paid for by customers?
20. Is the program regulated by a public utility commission? If
so, how long is your program filing cycle? (Example: 1 year,
3 years or 5 years)
IV.
WORKFORCE
For additional information and program requirements, please reference Section 3 in the Sponsor Guide and Reference
Manual (v1.5).
Please attach these documents:
Copy of your contractor participation agreement
Process diagram showing how contractors that fail to meet program standards will be identified, monitored, re-
trained, sanctioned, or removed from the program
21.
Describe the qualifying criteria and enrollment process for participating contractors in your program. Please also
explain how you plan to recruit contractors to participate in the program.
May 2014 6
22. Which credentials will be required for participating contractors? Please include specialty credentials if your
program requires them for certain measure installations or working on certain building types.
23. Describe how the program will evaluate the performance of participating contractors in terms of QA results,
productivity, energy savings achieved, customer satisfaction, etc. Include a brief description of any contractor
rating or scoring system(s) the program plans to use.
24.
Describe how the program will provide feedback to contractors regarding their performance including both the
type and frequency of reporting to the contractors.
25. What type of training(s) will be provided or made accessible to your contractors? (Please explain if you plan to
offer home performance sales training)
V.
QUALITY ASSURANCE
For additional information and program requirements, please reference Section 6 in the Sponsor Guide and Reference
Manual (v1.5).
Please attach a copy of your plan for managing consumer inquiries about the program (e.g., workflow to handle calls and
emails).
Please attach a copy of your Quality Assurance Plan (Option 1 or Option 2)
26.
Which quality assurance system will you
administer? (Please refer to Section 6 of the
descriptions of options 1 and 2.)
Sponsor Guide and Reference Manual for
May 2014 7
VI.
MARKETING AND CUSTOMER OUTREACH
For additional information and program requirements, please reference Sections 1 and 2 in the Sponsor Guide and
Reference Manual (v1.5).
Attach examples you plan to use, if developed.
27. Describe how the Home Performance with ENERGY STAR name and mark will be used and monitored in your
program marketing efforts and strategies?
28.
Will the program offer Certificate of Efficiency
Improvements or Certificates of Performance
to homeowners upon completion of a HPwES
If yes, please explain:
THANK YOU!
Project? (Please see the Sponsor Guide and
Reference Manual for a definition.)
Please complete and submit the Sponsor Implementation Plan Template to homeper[email protected].
