|
All major housing rehabilitation must be applied for through local city government. Due to demand and limited funding, there may be a waiting list for services. Measuring Results: No information provided Project Goal: No information provided.Estimated Value of Dollar Improvements From These Activities: No information provided. Key Vendors/Partners/AlliesTraining is provided by the Southwest Building Science Center Contractors are certified through BPI. All contractors must have at least one BPI certified auditor. Summit Blue Consulting working as Measurement and Verification inspector for APS. Reasons for Success/Failure: Too soon to tell Lessons Learned: Not applicable Best Way to Learn of New Developments: www.fsl.org
Key
Staff Individuals/ Primary Staff Contact California:Partner Information
|
|||||||||||||||||||||||||||||||||||
Partner
Information
Company
Name: 
Company
Name:
Partner
Information
The program provides
contractor incentives of up to $1,700 to defray the costs of training and
equipment. Currently, there are approximately 15 qualified contractors in
the program. 
Mailing Address:
|
Kansas City Home Performance Network |
History with HPwES
The Metropolitan Energy Center manages the Kansas City Home Performance Network, which is a program in Kansas City designed to help homeowners make the improvements that will really work to make their existing homes (whether old or new) more comfortable with lower energy bills. The center provides listings of trained home energy professionals and contractors, certified by the Building Performance Institute (BPI).
Year Program began: March 2003
Primary Drivers For Program Implementation
-
Reduce homeowners' high energy bills
-
Address comfort problems
-
Increase local awareness on cost-effective, energy-efficient home improvements
-
Stimulate the local economy and create jobs
-
Reduce air pollution and greenhouse gas emissions.
Program Implementation Strategy
Target Markets: Home owners for both new and existing homes
Delivery Methodology: Contractor
Five contractors are listed on the website. The center subcontracts its training to the Wisconsin Energy Efficiency Corporation (WECC).
KC Metro Energy Center is submitting plan to state of Missouri to participate as a provider of services: recruitment, training and intake/referral.
Measuring Results
· Energy savings
· Number of jobs completed
· Number of contractors trained
· Value of the home improvements
Project Goal: Not Available
Estimated Value of Dollar Improvements From These Activities: Not available
Key Vendors/Partners/Allies
KBSI, Heartland Utilities & MO Energy Office
Reasons for Success/Failure
Program Success
· 5 of 6 contractors are still in the program.
· There is now a go to place for KC homeowners to find Home Performance services.
Program Failure
· Not enough cash resources to run program as intended or to support contractors.
· Marketing is weak.
Lessons Learned
· Make sure resources are matched to program expectations.
· Build in incentives for contractors
Best Way to Learn of New Development: www.kcenergy.org
Key Staff Individuals/ Primary Staff
Contact
Bob
Housh, Phone: 816 531-7283, Email:
housh@kcenergy.org
New Jersey:
Partner Information
Company
Name: New
Jersey Bureau of Public Utilities, Office of Clean Energy
Mailing Address:
2
Gateway Center, Newark, NJ 07102
Telephone: 973-648-2891
Web site: www.njcleanenergy.com, www.njenergystar.com
History with HPwES
Home Performance with ENERGY STAR® is a market transformation
program that helps residential contractors offer comprehensive energy
improvement packages based on sound building science principles that produce
measurable energy savings to improve the energy efficiency, comfort, safety
and durability of customers’ homes. Home Performance with ENERGY STAR is
offered to New Jersey residents by New Jersey Board of Public Utilities,
Office of Clean Energy and New Jersey’s Clean Energy ProgramTM.
This program provides information and financial incentives to help New Jersey homeowners reduce their energy use by up to 30 percent, thereby lowering utility costs and helping to protect the environment. Specially trained contractors accredited by the Building Performance Institute (BPI) use a comprehensive, whole house approach to test and improve a home’s energy efficiency in order to deliver services that dramatically impact energy savings, comfort, and environmental protection.
Year Program Began: Pilot program 2005-2006, statewide program began 2007
Primary Drivers For Program Implementation
· Improve energy efficiency to reduce energy usage,
· Lower utility costs
· Provide climate change solutions to help protect the environment.
Program Implementation Strategy
The main goal is to position New Jersey at the forefront of the movement to reduce energy consumption by providing tangible home energy solutions that improve comfort, lower energy costs, and increase health and safety.
This goal will be accomplished in a two-pronged fashion by encouraging:
1. Remodeling, HVAC and insulation contractors to adopt a whole-house, systems approach to treating homes by becoming certified and accredited by the Building Performance Institute (BPI).
2. Consumers to look for and request “whole house” energy efficiency solutions as offered by certified BPI contractors participating in Home Performance with ENERGY STAR.
HVAC, insulation and remodeling contractors
The first prong of the Home Performance with ENERGY STAR program is to secure the participation of leading contractors throughout New Jersey to deliver performance-based improvements and repairs to energy-related systems in residential homes.
Strategies
One of the lynchpins of success is to reach contractors with the Home Performance with ENERGY STAR message and to demonstrate how BPI participation can help differentiate and expand their business. This is critical in order to build a strong network of approved contractors who are able to meet consumer demand with work that achieves the highest quality standards. Financial incentives, training and marketing are provided to establish contractor infrastructure.
Consumers
The second prong of the proposed Home Performance with ENERGY STAR program is to communicate directly with consumers in order to gain their awareness and adoption of energy saving home improvements. The goal is to promote the comprehensive installation of significant insulation/air sealing and/or HVAC equipment.
Strategies
A critical component of the program is to reach consumers and educate them about the benefits of Home Performance with ENERGY STAR, making Home Performance synonymous with smart energy savings and encourage consumers to look and ask for BPI Accredited contractors for their home repairs and renovations.
New Jersey’s marketing strategy for Home Performance with ENERGY STAR incorporates an integrated educational advertising, public relations, communications and online campaign to create awareness of whole house services to homeowners and contractors, while promoting Home Performance with ENERGY STAR as one of the New Jersey’s Clean Energy Program premiere solutions to help consumers reduce energy use and climate change, as well as enjoy a more comfortable, healthy and safe home.
In 2007, New Jersey’s Clean Energy Program promoted the program by building upon a strategy to provide “whole house, whole building, whole community” solutions to transform New Jersey’s energy market and support Governor Corzine’s plan to reduce New Jersey’s overall energy use 20% by 2020.
The program offers varying levels of financial incentives to customers who install qualifying improvements:
· Financing as low as 3.99% up to $20,000
· 50% subsidy for Income Qualified Participants, up to $5,000
· Up to 50% cash back depending upon comprehensiveness of jobs.
· The program also offers incentives to contractors who become BPI Accredited:
# Contractors receive a 50% subsidy to purchase the required diagnostic equipment and 75% subsidy to attend the training, which is fully reimbursed once they are BPI Accredited.
# What sets these contractors apart from the rest is the nationally recognized training, certification and accreditation they receive from the Building Performance Institute (BPI).
# To date, 34 contractors have been BPI Accredited.
Target Markets: Residential home owners of 1-4 family units
Delivery Methodology:
Participating Contractor and in a coordinated effort to support participating contractors, the program markets directly to consumers, encouraging them to undertake significant energy efficiency home improvements and connects consumers with these specially trained and accredited Home Performance contractors.
Measuring Results
-
Average Cost of home improvement packages: $7.390.00 (all completions to date)
-
Average estimated savings: $869.00/annually (all completions to date)
Project Goal: 20 completed projects in 2007; 1000 expected completions in 2008
Contractors: 34 BPI Accredited companies
Home Assessments to date: 244 home assessments
Completed Jobs to date: 26 projects completed (including 2007 completions)
Key Vendors/Partners/Allies
-
Honeywell/Conservation Services Group serves as implementation contractor.
-
BPI provides technician certification and contractor accreditation.
-
Environmental Protection Agency (EPA)
Reasons for Success/Failure
Program Success:
Building upon New Jersey’s Clean Energy Program strategy to provide “whole house, whole building, whole community” solutions, Home Performance with ENERGY STAR is being positioned as a major force in transforming the energy marketplace in New Jersey to use more energy-efficient technologies and renewable energy alternatives as climate change solutions. The program is an integral part of Governor Corzine’s plan to reduce New Jersey’s overall energy use 20% by 2020.
Lessons Learned
· Provide business development, sales and marketing training for contractors
· Increase consumer education and awareness to provide greater market “lift off”
· Develop community networks to increase word-of-mouth advertising and referrals
Best Way to Learn of New Developments: www.njcleanenergy.com or 1-866-NJSMART
Key Staff Individuals/ Primary Staff Contact
Michael Winka, Director of
NJ BPU, Office of Clean Energy, 609-777-3335,
michael.winka@bpu.state.nj.us
Mona Mosser, Chief of the Bureau of Energy Efficiency, NJ BPU, 973-648-2891,
mona.mosser@bpu.state.nj.us
Julie DeSeve, Program Manager,
Honeywell Market Manager, Conservation Services Group, 732-218-3402,
julie.deseve@csgrp.com
New York:
Partner Information
Company
Name:
Long Island Power Authority
Mailing Address: 131 S. Hoffman Lane, Islandia, NY11749
Telephone: 631-755-5313
Web site: www.lipower.org
History with HPwES
In May of 1998, the Long Island Power Authority (LIPA) became Long Island’s primary electric service provider. Operating as a non-profit entity, LIPA has continued to serve the Island’s growing population with a consistent commitment to cost-containment, efficiency, and service reliability.
In 2004, LIPA and the New York State Energy Research and Development Authority launched the ENERGY STAR® Labeled Homes Program on Long Island, which works with participating builders to increase the energy efficiency, safety and quality of homes. The program has allowed thousands of homeowners throughout New York to lower their energy bills, while protecting the environment. To further help Long Islanders save money, LIPA also offers the Cool Homes Program which offers rebates to homeowners who install properly sized, high-efficiency central air conditioning systems in their homes which are verified to be installed properly.
This program is funded as part of the Clean Energy Initiative and the funding level is projected to grow. Currently, funding is more than $3.6 million.
The current program relies on CSG to provide program administration and quality control. In September 2007, CSG took a more proactive selling role by participating in a Pilot Sales Program as a way to increase the level of completed projects.
Year Program Began: July 2006
Primary Drivers For Program Implementation: LIPA developed this program as a way to achieve the following objectives:
· Reduce homeowners' high energy bills
· Address comfort problems
· Increase local awareness on cost-effective, energy-efficient home improvements
· Do something beyond traditional rebate programs
· Stimulate the local economy and create jobs
· Improve public perception by being an advocate for energy efficiency and renewable energy
· Reduce air pollution and greenhouse gas emissions.
Program Implementation Strategy
Target Markets: Residential home owners and customers with solar photovoltaic (PV) systems.
Delivery Methodology: Contractor
CSG reviews 15% of the completed jobs and also helps facilitate BPI accreditation for contractors. Contractors receive incentives of up to 90 percent funding for training and pays for 50% of the equipment costs.
They currently have 20 active contractors.
For customers, LIPA offers 10% cash back or low-interest financing as a way to encourage customers to make home energy improvements. The utility also stresses energy efficiency education both through marketing materials and through a variety of tools on its Web site. Their marketing includes bill inserts and direct mail to targeted customer groups.
Measuring Results
LIPA tracks the following program benchmarks:
· Energy savings
· Number of jobs completed
· Number of contractors trained
Project Goal: 43 jobs were completed in 2007; anticipate completing 500 in 2007.
Estimated Value of Dollar Improvements From These Activities: Program results insufficient to determine
Key Vendors/Partners/Allies
CSG is the program administrator.
Reasons for Success/Failure
Program Success: Recruited top performers in the home efficiency business to be trained as HPwES contractors.
Lessons Learned: Recruiting large contractor is Key. Contractors who are not willing to change business model will not be successful.
Best Way to Learn of New Developments: www.lipower.org
Key Staff Individuals/ Primary Staff
Contact
Juliana Griffiths, 631 755-5359;
jgriffiths@service.lipower.org
return to list
Partner Information
Company
Name: New York State Energy Research and
Development Authority,
Home
Performance with ENERGY STAR® Program
Mailing Address:
17
Columbia Circle, Albany, NY 12203-6399
Web site: www.getenergysmart.org
History with HPwES
New York State Energy Research and Development Authority (NYSERDA) developed the first Home Performance with ENERGY STAR® Program. Given its state focus and mandate to serve all regions funded through its System Benefits Charge (SBC), NYSERDA became the single point of contact.
NYSERDA allocated an annual budget of approximately $5 million for implementation, training and quality assurance to support this program. The program’s mission is to transform New York’s trade contractor infrastructure by facilitating training and requiring mandatory contractor certification and accreditation by the Building Performance Institute (BPI).
Year Program Began: March 2001
The program was launched in six markets beginning in March 2001: Albany, Buffalo, Rochester, Syracuse, Binghamton, and the Hudson Valley. NYSERDA provided LIPA program support to expand the HPwES program into Long Island. The program launch was executed after completing focus groups with contractors from the targeted regions, as a way to better understand these regional differences, and also to identify the appropriate messages and themes. Due to the programs early success, this same approach is being replicated as program expands into Westchester County and New York City.
Primary Drivers For Program Implementation
· Create an infrastructure of properly trained and skilled Home Perfomance Contractors
· Identify and repair health and safety problems in homes
· Reduce homeowners' high energy bills
· Address comfort problems
· Increase local awareness on cost-effective, energy-efficient home improvements
· Do something beyond traditional rebate programs
· Create jobs that remain in, stimulate and support the local economy
· Improve public perception by being an advocate for energy efficiency and renewable energy
· Reduce air pollution and greenhouse gas emissions.
Program Implementation Strategy
Target Markets: The HPwES program targets existing one-to-four family homes within New York Energy $mart Programsm territory. However, the major target audience for this program is the home improvement and HVAC contractors.
The program staff would try to identify a local contractor who could “champion” this program in each regional area. These local champions may be the largest contractor serving the home improvement market, or an aggressive smaller contractor hungry to develop a successful business and set themselves apart and above.
The HPwES program also had to adapt to the unique market characteristics in each regional area to attract local home improvement and HVAC contractors. Therefore, NYSERDA staff would try to identify those resources used by local trades. For example, the adult training community, including community colleges and vocational centers, is where contractors would seek training for their trade. So NYSERDA developed materials and resources that would support building science education and develop the critical skills necessary for contractors to achieve BPI certification. NYSERDA provided this training to contractors in the targeted markets.
NYSERDA developed its marketing plan after establishing a solid understanding that the traditional drivers in the home improvement market are function and appearance for reasons of comfort, aesthetics, and increased home value. NYSERDA learned that most home owners consider home improvements as an added one-time cost paid for through savings or financing, and rarely consider the opportunity to make one-time improvements that are energy efficiency related that might reduce their monthly home operating costs. Further, they learned that most home improvement and HVAC contractors tend to focus along product lines and are not informed of the importance to take a comprehensive “whole house” approach.
The focus groups also identified the critical messages that NYSERDA incorporated in its marketing campaign:
-
Health/Safety/Comfort
-
Environmental Benefits
-
Energy Savings.
NYSERDA maintains an active website designed to promote its variety of energy programs to residential customers. This website (www.getenergysmart.org) focuses on providing information for residential customers.
For the HPwES program, the information provided includes:
· Education about the importance of making home repairs
· Case studies documenting energy savings and non-energy benefits
· Participation guidelines and requirements
· Loan information and forms
· Referrals to BPI-qualified contractors
Delivery Methodology: Contractor
Participating contractors are required to be BPI Accredited and to have relevant BPI certifications in disciplines such as Building Analyst, Envelope Professional, Heating Professional, and Cooling Professional. Although training is not required for BPI certification, it is strongly suggested for participation in the program.
Rather than focusing on the traditional rebate structure, NYSERDA focused on building sustainable and lasting changes in contractor behavior and to create market transformation by supporting the infrastrucutre. The program focused on providing incentives to the contractors for training, certification and equipment, and to customers through subsidized loans for energy improvements. The contractor incentives included subsidies for up to 75 percent of the cost of training and certification, partially forgivable equipment purchase loans, and a 5% total job cost incentive.
For consumers, NYSERDA arranged for and bought down the interest rate on financing to help pay for comprehensive jobs. Consumer incentives include unsecured Home Improvement loans (through Energy Finance Solutions) at a subsidized rate, and an unsecured New York Energy $martSM Loan (at the participating lenders option).
The program focuses on sales and marketing training to its participating contractors. NYSERDA sales training focuses specifically on how to sell home performance in a competitive market.
The program’s promotional methods had changed from an event orientation to a heavier emphasis on local TV spots. Some of the more savvy home improvement contractors leverage NYSERDA’s advertising activities by piggybacking onto the television spots. For example, these contractors will “book end,” that is, buy the spots immediately before and after the NYSERDA TV ads.
Some contractors also do targeted telemarketing in the neighborhoods where they are already performing home assessments and making home improvements. These contractors have learned how to successfully leverage a state-wide program and translate that into local lead generation.
Measuring Results
· NYSERDA has reported the results from its HPwES to date:
· Number and Size of Jobs: Over 16,000 jobs have been completed at an average job cost to date of over $7,300 per job. Customers have invested more than $119 million of their own money in home energy improvements. Of these NYSERDA has subsidized over 3,500 income-eligible households for installation of eligible measures under the New York Assisted HPwES Program.
· Average Electricity and Gas Savings: Estimates of the per home average annual savings are as high as 800 kWh and 33 MMBtus (gas or oil) over the life of the program, with trends over the past two years showing higher average savings.
· Program is Cost-Effective: The benefit-cost ratio is greater than one, based on energy-savings alone. When non-energy benefits are added, the ratio is as high as 5.
· Contractor Participation: More than 400 technicians have been BPI certified and more than 140 contracting firms have been accredited by BPI.
· To date, this program has achieved a total of 1.3 MW of savings and 2 Megawatts of demand reductions.
Project Goal: 55,000 homes by 2011
Estimated Value of Dollar Improvements From These Activities: $119 million
As Figure 1 illustrates, savings for home owners participating in the HPwES program have seen a steady increase in the savings achieved. The loan buy-downs have proven to be an effective way to encourage home owners to invest in cost-effective improvements using their own funds, rather than relying on traditional rebate programs, which cover nearly the entire incremental premium associated with these energy efficiency improvements.
Figure 1. Comparison of System Benefit Charges vs Customer Savings
Key Vendors/Partners/Allies
To date, NYSERDA’s program has more than 400 BPI-certified technicians and 143 BPI- accredited firms throughout New York State.
The program staff also identified trade associations and training associations as a way to identify and cultivate these home improvement contractors.
Performance Systems Development is the developer of TREAT, the modeling software used in the program. Other contractors that implement, provide third party quality assurance and training for the program include Conservation Services Group, (CSG), Honeywell, and Hudson Valley Community College and it’s network of learning centers across NYS.
Reasons for Success/Failure
Program Success
This program is focused on developing a strong network of third-party contractors to provide comprehensive home assessments including energy efficiency testing and then to install the recommended measures.
ts affiliation with ENERGY STAR creates immediate awareness and provides additional credibility to both contractors and customers.
Program Challenges
The programs’ focus on developing a strong network of third-party contractors to provide comprehensive home assessments and then to install the recommended measures sometimes required cross-participation between trades.
In an effort to provide multiple incentives and opportunities to consumers, program policies and procedures became confusing and hard to implement. A restructuring of offerings mitigated the problem.
In the early stages of the program contractor training was not standardized leaving content to the discretion of the trainer. NYSERDA contracted with Onondaga-Cortland-Madison Board of Cooperative Educational Services to develop standardized training for all BPI disciplines.
Lessons Learned
The most important lesson that NYSERDA learned for creating demand was that “Marketing works – it grabs people’s attention, so the staff must be prepared to develop the infrastructure to support this type of state-wide activity.”
-
Start at a level where you can provide market-by-market focus. Rather than diluting funds across the entire state, NYSERDA launched this program successively in discrete markets. This allowed them to quickly reach a critical mass of contractors, and to strategically create awareness and demand
-
Significant spending on marketing and advertising can stimulate demand for whole-house services. A robust marketing campaign was crucial to the success of their program. The program demonstrated that they could stimulate demand beyond what contractors could provide, and had to strike a balance between consumer demand and contractor infrastructure. Their marketing campaign also demonstrated the serious program commitment, which helps recruit contractors.
-
Quality Assurance, Quality Control. Quality assurance systems are important in delivering results to homeowners and to build consumer confidence. It will be necessary to provide a strong, market-based QA system for consumer protection, such as a strong BPI accreditation program and a strong M&V component, to continue to deliver the program message of quality and results.
-
There is a market for home performance contracting. Consumers are willing to pay for a comprehensive whole-house approach to improving the performance of their homes. Contractors use building science to differentiate themselves based on added value, high quality, and solutions that deliver results. This increases homeowners’ trust and confidence in contractors, and leads to comprehensive job scopes.
-
Consumer marketing needs to address non-energy benefits. Although the primary program goals focus on energy savings, many consumers are more interested in—and willing to pay for—comfort, health and safety, building durability, and indoor air quality.
-
Home performance contracting is a sustainable business opportunity for contractors. Contractors report that using home performance can lead to higher closing rates, expanded jobs, and higher margins, all of which increase profitability.
-
Contractors need to “own” this innovation. Third party program support and marketing helps. However, to be successful, contractors must make this their business—not just mount a half-hearted attempt to pick up some government- or utility-subsidized work.
-
There is a variety of successful business models. From pure consultants to one-stop shop contractors, with many variations in between, different business models can succeed. The most important aspect is a consistent message in the marketplace. Programs should recognize this in their design.
-
Financing is important. With larger, more comprehensive job scopes, financing is necessary to ensure that a maximum number of homeowners can easily get the work done. Lower interest rates help, but more important are ease of access. Qualification should be simple, quick, and as hassle-free as possible.
-
Program support can speed adoption. Home performance contracting is happening—it is just a matter of how long it will take to be common practice. It is clear that funding programs can help to greatly accelerate this process by providing quality training and mentoring; serving as a trusted third party messenger to increase market awareness; helping secure preferred financing; and helping provide quality assurance. Conversely, increased interest and investment by the private sector that is already being observed should help speed future program deployment, and improve and reevaluate TRC and other benefit/cost tests for comprehensive programs such as Home Performance with ENERGY STAR® to include the value of non-energy benefits.
Best Way to Learn of New Developments: www.getenergysmart.org
Key Staff Individuals/ Primary Staff Contact
James Quirk, Sr. Project Manager, Phone: 518-862-1090 ext. 3300, Email: jmq@nyserda.org
John Jones, Sr. Project Manager, Phone: 518-862-1090 ext. 3365, Email: jcj@nyserda.org
Ohio:
First Energy - coming soon
Oregon:
Partner
Information
Company Name:
Energy Trust of Oregon
Mailing Address: 851 SW 6th Avenue, Portland, OR 97204
Web site: www.energytrust.org
History with HPwES
Energy
Trust of Oregon, Inc., began operation in March 2002, charged by the Oregon
Public Utility Commission (OPUC) with investing in cost-effective energy
conservation, helping to pay the above-market costs of renewable energy
resources, and encouraging energy market transformation in Oregon.
Energy
Trust funds come from
As part of its responsibility, it
developed and sponsors the Home Performance with ENERGY STAR on behalf of
Portland General Electric, Pacific Power and NW Natural. The program
provides extensive technical training, financial incentives and business
development support to participating contractors to help increase
opportunities for energy efficiency services for every home they serve. It
also offers a variety of financing incentives to home owners.
Primary Drivers For Program
Implementation:
No
information provided
Delivery Methodology:
Contractor
Contractors are recruited on the website promoting it as providing these trade allies with a competitive edge and a new business opportunity. It is promoted as a turn-key business development opportunity sponsored by Energy Trust of Oregon that includes sophisticated technical training in the building sciences, purchasing discounts on diagnostic testing equipment, access to low-interest financing and financial incentives for eligible energy efficiency measures for your customers, and cooperative advertising incentives to help reach new customers. The Energy Trust is also developing co-op advertising and marketing opportunities.
Customers receive the
following financial incentives:
·
Financial incentives
and low-interest financing are available to help pay for the improvements.
#
Up to $20,000
loan limit
#
Up to 10-year
term
·
24-hour
approval for eligible homeowners
·
· Cash Back for installing qualifying measures
Project Goal: No information provided.
Estimated Value of Dollar Improvements From These Activities: No information provided.
Key Vendors/Partners/Allies
Conservation Services Group (CSG): provides contractor recruitment and training.
EFS Financing for a wide range of energy efficiency measures.
Building Performance Institute (BPI) by establishing standards of performance for technicians and providing certifications for qualified contractors.
Reasons for Success/Failure: No
information provided.
Best Way to Learn of New Developments:
Key Staff Individuals/ Primary Staff Contact
Diane Ferington, 503-493-888, email:
diane.ferington@energytrust.org
Dave Hutchins,
Home Performance Account Manager, email:
david.hutchins@csgrp.com
Pennsylvania:
West Penn Power Sustainable Energy Fund (WPPSEF) - coming soon
Rhode Island: See Massachusetts, National Grid (RI)
Texas:
Partner Information
Com
pany
Name: Austin Energy
Mailing Address: 721 Barton Springs Rd, Austin, TX 78704
Telephone: 512-482-5387
Web site: www.austinenergy.com
History with HPwES
Austin Energy is the nation’s 10th largest community-owned electric utility serving 360,000 customers. The utility provides service to several communities including the City of Austin, Travis County and a small portion of Williamson County.
The company is also well-known for developing innovative and comprehensive residential and commercial energy efficiency and renewable programs. Its HPwES Program is a city-funded program relying on audits and low-interest loans to encourage customers to make needed improvements. Customers can qualify for up to $1,575.00 in rebates and/or receive additional financing in unsecured loans for installing a list of approved measures including:
· Installation of a new energy-efficient air conditioner or heat pump (14 SEER or greater)
· Additional attic insulation
· Repair of leaking AC ducts
· Caulking around plumbing under sinks
· Weather-stripping around doors
· Installation of solar shading or awnings
· Installation of attic radiant barrier reflective material
The utility also offers a bonus of an extra 20 percent rebate for installing both an air conditioner and a heat pump.
Year Program Began: May 2005
Primary Drivers For Program Implementation
· Address comfort problems
· Increase local awareness on cost-effective, energy-efficient home improvements
· Do something beyond traditional rebate programs
· Stimulate the local economy and create jobs
· Improve public perception by being an advocate for energy efficiency and renewable energy
· Reduce air pollution and greenhouse gas emissions.
Program Implementation Strategy
Target Markets: The program is designed for Austin Energy customers with older homes (i.e., 10 years or more) that are either:
· Single-family home, condominium or town home
· Duplex
·
Rental
property
Mobile homes and manufactured homes are not eligible for this loan.
The program is marketed extensively through bill stuffers and direct mail. Financing is provided through a local credit union.
Delivery Methodology: Contractor
Until recently, Austin Energy staff has been inspecting 100% of all completed projects, but as the program grows, they are looking at reducing that number. More than 70 certified contractors are working in the community and Austin Energy has developed a robust contractor recognitions program, including an awards banquet. They also provide training and some compensation for contractors’ diagnostic equipment.
Measuring Results
How do you measure program results?
-
Energy savings
-
Number of jobs completed
-
Number of contractors trained
-
Value of the home improvements
Project Goal: Austin Energy completed 1,300 in 2005, and is on pace to complete more than 1,700 jobs annually.
Estimated Value of Dollar Improvements From These Activities:
Key Vendors/Partners/Allies: Initially the company worked with CSG to provide contractor training. Moving forward, Austin Energy will conduct contractor training.
Reasons for Success/Failure
Program Success
They have built up a successful contractor network, and there is even developing interest among solar contractors. They won an EPA ENERGY STAR award in 2006 for their sustained commitment to energy efficiency.
Program Failure: Wet summer hurt 2007 numbers, so the program may not meet its 2007 goals.
Best Way to Learn of New Developments: www.austinenergy.com
Key Staff Individuals/
Primary Staff Contact
Jerrel Gustafason,
512-482-5387;
jerrel.gustafson@austinenergy.com
Vermont:
Partner Information
Company
Name: Efficiency Vermont
Mailing Address: 255 S. Champlain St., Ste. 7, Burlington, VT 05401-4894
Telephone: 802 860-4095
Web site: wwww.efficiencyvermont.com
History with HPwES
Efficiency Vermont is a statewide provider of energy efficiency services, operated by an independent, non-profit organization under contract to the Vermont Public Service Board. Efficiency Vermont provides technical assistance and financial incentives to Vermont households and businesses, to help them reduce their energy costs with energy-efficient equipment and lighting and with energy-efficient approaches to construction and renovation.
Efficiency Vermont was created in 2000 by the Vermont legislature and the Vermont Public Service Board to help all Vermonters save energy, reduce energy costs and protect Vermont's environment.
One way that Efficiency Vermont provides energy efficiency services to Vermont’s residential ratepayers is through the development and promotion of Home Performance with ENERGY STAR.
Year Program Began: Spring 2005
Primary Drivers For Program Implementation
· Reduce homeowners' high energy bills
· Address comfort problems
· Increase local awareness on cost-effective, energy-efficient home improvements
· Do something beyond traditional rebate programs
· Stimulate the local economy and create jobs
· Reduce air pollution and greenhouse gas emissions.
· Provide services to residential ratepayers that return benefits in line with their contributions to the Energy Efficiency Charge.
Program Implementation Strategy
Efficiency Vermont promotes this program to residential customers through its website, and through EPA-funded marketing campaigns in the Spring and Fall of 2007. These campaigns focused on radio spots, print media ads, and internet keyword search advertising to drive potential customers to the Efficiency Vermont Home Performance web page. Customers are able to send requests of contact directly to contractors via this web site. To encourage customer interest, they emphasize the following benefits:
· A home that is healthier, more comfortable and has fewer performance problems
· Up to 30% savings on energy bills
· Financial incentives for electrical energy-efficiency improvements
· Reduced cost financing options to help you pay for qualifying energy-efficiency improvements
· Expert home performance contractors
Target Markets: Vermont homes having four units or less.
Delivery Methodology: Contractor
Efficiency Vermont provides contractor training, mentoring, and BPI certification assistance, along with ongoing quality assurance inspections. It also provides Contractor support and incentives of $100 for each project that is reported to Efficiency Vermont. Currently, there are 28 certified contractors in Vermont, of which 5 actively report jobs to Efficiency Vermont.
The organization also provides co-op marketing and advertising support to each contractor up to $500 annually.
Efficiency Vermont also partners with four lending institutions to offer discounted loans for qualifying home improvements. Efficiency Vermont reduces the lenders’ market interest rates by 3.5% for loans of up to five years for qualifying Home Performance projects. This reduced interest rate financing is only available for home improvements completed or supervised by a participating Home Performance with ENERGY STAR® contractor (one who has signed a participation agreement with Efficiency Vermont).
Measuring Results
· Energy savings
· Number of jobs completed
· Number of contractors trained
Project Goal: Seven completed jobs were reported to Efficiency Vermont in 2005; approximately 50 completed jobs were reported in 2006. Current projections are for 100 reported jobs in 2007.
Estimated Value of Dollar Improvements From These Activities: $850,000
Key Vendors/Partners/Allies
Efficiency Vermont provides training through VEIC, a BPI affiliate.
Four local lenders provide reduced-interest financing.
Reasons for Success/Failure
Program Success
Efficiency Vermont has been reasonably successful at recruiting and training contractors, and, with marketing support of EPA, building awareness of Home Performance services. There seems to be strong demand for these services in the market.
Program Failure
Efficiency Vermont continues to be challenged to get contractors to report completed jobs. Some do, but may not report all jobs, others don’t report jobs at all. Because our funding source is a systems benefits charge on electric ratepayers, it is also critically important for us to get contractors to address electrical savings opportunities in homes, which has not happened to the desired extent.
Lessons Learned
With limited resources available for this service, identifying the leverage that will motivate contractors to not only participate in training, but to also report completed jobs to Efficiency Vermont is critical. We do not feel that we have found the answer yet, and we have stepped back from aggressive contractor training efforts to focus on developing solutions to this critical point.
Financing is cumbersome, and while it may address some first cost barriers, it may create barriers in the form of administrative hassles.
It is critical to screen contractors for training sessions, so that they understand Efficiency Vermont’s expectations for participation, and don’t just view the training as good information with no obligation to follow through and get certified and then report jobs.
Many, many people in the energy efficiency community still speak in terms of energy audits, and we have had a number of contractors go through the training with the idea that they will sell audits rather than installations. We feel that this actually detracts from the development of models where the installation is the focal point. Having enough qualified installation contractors has consistently been a primary barrier to successful residential energy efficiency retrofits in Vermont. Adding more auditing capacity does nothing to address that shortfall.
It is challenging to get contractors to really push comprehensive jobs, rather than offer the menu approach where the customer decides which aspects of a job they want to do.
Best Way to Learn of New Developments: wwww.efficiencyvermont.com
Key Staff Individuals/ Primary Staff
Contact
Emily Levin,
elevin@veic.org, Bethanny Banghart,
bbanghart@veic.org
Wisconsin:
Partner Information
Company
Name: Wisconsin Energy Conservation Corporation, Focus on Energy
Mailing Address: 431 Charmany Drive, Madison, WI 53719
Telephone: 608.249.1271
Web site: www.focusonenergy.com
History with HPwES
Wisconsin Energy Conservation Corporation is a nonprofit organization based in Madison, WI. Established in 1980, WECC is a national leader in designing and implementing energy efficiency and renewable energy programs that partner with private businesses to deliver value to consumers. It champions innovative energy initiatives that deliver short- and long-term economic and environmental benefits to consumers, businesses, and policymakers.
Focus on Energy is administered by WECC and works with eligible Wisconsin residents and businesses to install cost effective energy efficiency and renewable energy projects. Focus information, resources, and cash-back rewards help to implement projects that otherwise would not get completed, or to complete projects sooner than scheduled. Its efforts help Wisconsin residents and businesses manage rising energy costs, promote in-state economic development, protect our environment and control the state's growing demand for electricity and natural gas.
The primary organizations that make up the Focus on Energy Program include:
-
Wisconsin Energy Conservation Corporation: Residential, Business, and Renewable Energy Programs
-
Public Service Commission of Wisconsin
-
Statewide Energy Efficiency and Renewable Administration
-
Energy Center of Wisconsin: Environmental Research, Education, and Training Programs
-
PA Consulting Group: Independent Evaluation
-
Hoffman York: Program Marketing
The HPwES program is administered through WECC with funding from the utilities. The funding for the 2007-2008 program year has been increased substantially.
Year Program Began
WECC began operating a whole-house rating program in 1997. This was the beginning of the “Consultant” model. Shortly thereafter this program began offering services in Wisconsin, and the “HouseWorks” program was established. HouseWorks was designed as a whole-house contracting service along the lines of current contractor models.
In October of 2001, upon passage of Public Benefits legislation creating Focus on Energy, both programs combined into the current Home Performance with ENERGY STAR Program, adopting the consultant model while allowing whole-house contractors to operate.
Primary Drivers For Program Implementation
1. Address mandates of Public Benefits legislation:
-
Reduce state’s reliance on imported energy
-
Improve reliability of enrgy delivery to state residents
-
Improve air and water quality
-
reate jobs and business opportunities, especially in the rural areas
2. In recent years the focus has moved towards:
-
Delay or eliminate construction of power plants and transmission lines
-
Reduce greenhouse gases
-
Energy security visavi global politics
3. For the end-user/customer it has always been:
-
Reduce energy bills
-
Safe, durable operation of their home
-
Comfortable living, year-round
Program Implementation Strategy
Target Markets: Renters and owners who live in Focus eligible territories across the state are eligible for cash-back rewards, but any unit can be served by our providers. Single family units, duplexes, and triplexes are eligible.
Delivery Methodology: Consultant
This program relies on an independent consultant to conduct all inspections and post-tests after the work has been completed. Focus staff inspects 10 percent of all jobs completed, as an additional way to provide quality control.
The participating qualified contractors receive subsidies to offset the training costs. To date, four have been fully trained and each contractor must complete at least seven jobs annually to stay active in the program.
Customers do receive some cash-back rewards for installing qualified equipment through this program.
The Program is marketed through a variety of channels, including various media, home shows, and via the Web site. The Web site includes information on both energy and non-energy benefits of this program and emphasizes the following key messages:
· Comfort, with appropriate levels of insulation and air sealing that eliminate drafty rooms and give you more control over indoor air quality and temperature
· Safety, by identifying and eliminating potentially dangerous carbon monoxide levels due to inadequate venting of your heating system and water heater
· Durability, by preventing warm, moist air from the inside, as well as rain and external moisture from entering walls and attic spaces and causing structural damage
· Greater energy efficiency, reducing monthly space heating and cooling costs
· Resale value, because of the high-performance systems and changes you can implement to improve your home's overall quality
Measuring Results
· Energy savings (therms, kW, and kWh)
· Number of jobs completed
· Number of consultants and qualified contractors trained
· Percent of completions (pre-inspections vs post installation inspections)
Project Goal: 1,145 completed jobs for Program Year 2006-2007 (12 month target); 2,025 completed jobs for Program Year 2007-2008 (18 month target)
Estimated Value of Dollar Improvements From These Activities: Not available
Key Vendors/Partners/Allies: Energy Finance Solutions (EFS) is a service operated through WECC.
Reasons for Success/Failure
Success
· Strong consultant and qualified contractor training / mentoring
· In-house access to financing
· Strong utility and PSC support
· Funding from the System Benefits Charge
Challenges
· Consultant / Trade Ally relationships
· Not enough staff to promote / educate adequately across the state to consumers
· Recruiting strong Program Allies
· Marketing
Lessons Learned
Critical to Program success is:
· Consultant and Qualified Contractor verification
· Consultants developing relationships with Program Allies
Best Way to Learn of New Developments: www.focusonenergy.com:
Key Staff Individuals/ Primary Staff
Contact
Sue Hanson, Single Family Homes Program Manager, Phone: 608.249.1271 x106,
Email:
sueh@weccusa.org
Bob Pfeiffer, Project Manager, Phone: 608.249.1271 x168, Email:
bobp@weccusa.org
Wyoming:
Partner Information
Company
Name:
Wyoming
Energy Council, Inc.
Mailing Address: 1482 Commerce Drive, Unit D, Laramie, WY 82070
Telephone: 307 742-0313
Web site: www.wyoec.org
History with HPwES
Wyoming Home Performance with ENERGY STAR is sponsored locally by Wyoming Energy Council, offers a comprehensive approach to home improvement that provides comfort and both energy and cost savings for Wyoming homeowners.
Wyoming Energy Council, Inc. (WEC) is a non-profit organization incorporated under the laws of the State of Wyoming. The former Albany County Energy Council, Inc. was incorporated in 1980 and changed its name to Wyoming Energy Council, Inc. in 1996.
Headquartered in Laramie, Wyoming, WEC also has a branch office in Cheyenne, Wyoming and serves all of Albany, Laramie, and Carbon Counties as well as the Eastern Shoshone portion of the Wind River Reservation.
The program received $309,000 for three years from the State. The program receives support from Black Hills Corp. & Cheyene Power and Fuel
Year Program Began: May 2006
Primary Drivers For Program Implementation: No information provided.
Program Implementation Strategy
Target Markets: Residential home owners.
Delivery Methodology: Contractor
The contractor must pay for all training, and equipment. Staff inspects the completed jobs.
The website was redesigned in 2007 to incorporate EPA’s materials. The website promotes the following benefits to home owners:
· Utility bill savings
# Homes that have been upgraded with Home Performance with ENERGY STAR reduce their utility bills because they cost significantly less to heat and cool
# Home energy savings range from 25-30%, but can be as high as 50-60%.
· Fewer drafts and consistent temperatures across rooms
# Foaming, caulking and weatherstripping, adding insulation, or replacing windows can help to eliminate uncomfortable cold spots and overheated rooms
# Many homeowners also report reduced dust in their homes after completing Home Performance with ENERGY STAR projects
· Better ventilation and humidity control
# Sealing air leaks and installing right-sized, energy-efficient heating and cooling equipment can dramatically increase the feeling of comfort in your home and can help to control the development of mold
· Environmental Benefits of Saving Energy
# Most energy in our homes comes from the burning of fossil fuels (coal, natural gas) that produce greenhouse gases
# By saving energy you're helping make the most of our nation’s energy resources and reduce emissions of greenhouse gases
The program will also be advertised through more media buys in the fall. Other outreach efforts include using the home shows, which has proven to be an effective strategy, as well.
Measuring Results: No information provided.
Project Goal: 5 completed jobs in 2005; 50 completed jobs in 2006.
Estimated Value of Dollar Improvements From These Activities: No information provided.
Reasons for Success/Failure
Program Success: WY HPwES has motivated largest state HVAC contractor to take on duct sealing
Program Failure:
Lessons Learned: No information provided
Best Way to Learn of New Developments: www.wyominghomeperformance.com
Key Staff Individuals/
Primary Staff Contact
Coordinator, Wyoming Energy
Council,
(307)742-9924,
whpes@wyoec.org
Industry Ally Profiles
Company Name: Building Performance Institute, Inc.
Mailing Address: 10 Hermes Road, Suite 200, Malta, N.Y. 12020
Telephone: 877-274-1274; Fax: 866-777-1274
Web site: www.bpi.org
Company Locations: 10 Hermes Road, Suite 200, Malta, NY 12020
Description of services offered to support HPwES programs::building
· Certification of individuals in evaluation, mechanical, envelope and multi-family designations
· Accreditation of organizations committed to using a quality management system
· Quality assurance to verify a bpi accredited organizations conformance and provide feedback
· Affiliation of organizations capable of providing localized delivery of BPI services
· Consensus developed technical standards based on sound building science
Program Sponsor References:
NYSERDA (John Jones, 518-862-1090, x 3365)
EPA (Chandler von Schrader, 202-343-9096)
Best Way to Learn of New Developments: BPI national expansion news at www.bpi.org
Key Staff Individuals/ Primary Staff Contact:
Certification & Accreditation:
Mathew Anderson, Director of certification & accreditation, 877-274-1bpi x105; manderson@bpi.orgQuality Assurance & Affiliate Liasion:
Vikki Murphy, Director of operations, 877-274-1bpi x106; vmurphy@bpi.orgNational Development:
Larry Zarker, Director of National Development, 301-270-4906; lzarker@bpi.orgNational Standards:
Joe Kuonen, Director of National Standards, 518-596-3781; joek@bpi.orgAdministration:
Sally Larmon, Director of Administration, 877-274-1bpi x103; slarmon@bpi.org
Ally Information
Company Name:
Conservation Services Group
Mailing Address: 40 Washington Street, Westborough, MA 01581
Telephone: 508-836-9500; Fax: 508-836-3181
Web site: www.csgrp.com
Company Locations:
Albany, NY; Cedar Rapids, IA; El Segundo, CA; Eugene, OR; Fall River, MA; Iselin, NJ; New York, NY; Portland, OR; Ronkonkoma, NY; Syracuse, NY; Tampa, FL; Victorville, CA; Westborough, MADescription of Services offered to support HPwES Programs:
Utilities and public agencies operating or starting residential retrofit programs turn to CSG for full service program implementation, including program design, marketing, training, field implementation, quality assurance and technical support. Homeowners and home buyers turn to CSG for home performance enhancements as we work with local utilities and energy program administrators to bring expert residential services to the front lines of energy efficiency. In some regions we provide home performance assessments, home energy ratings, and residential program design assistance, and in other regions we train contractors to provide the same services. Directly and through contractor networks, we follow through with the field services homeowners need to improve their homes such as airflow testing, HVAC system efficiency evaluation, insulation and air sealing, air conditioner upgrades and early retirement programs, and lighting retrofits. We help ensure that projects pay off for years to come with lower costs and higher comfort. And we help people take advantage of all available programs, incentives, and rebates offered by utilities and energy program administrators.
Program Sponsor References
Energy Trust
of Oregon
Kansas City Power & Light
KeySpan Energy Delivery
Long Island Power Authority
National Grid
New Jersey Board of Public Utilities, Office of Clean Energy
New York State
Energy Research and Development (NYSERDA)
NSTAR Electric
NSTAR Gas
Southern California Edison
San Diego Gas & Electric
Best Way to Learn of New Developments: www.csgrp.com
Key Staff Individuals/
Primary Staff Contact:
Kathleen DeVito,
Director of Corp. Communications, (508) 365-3497
Mary Eddy Stewart, Senior Vice President,
508-365-3277,
617-834-1665, cell, 802-482-2967, VT office
Ally
Information
Company Name:
Edison Electric Institute
Mailing Address:
701
Pennsylvania
Avenue, N.W.
Washington ,
D.C. 20004-2696
Telephone: 202-508-5000
Web site: www.eei.org
The Edison Electric Institute (EEI) is the association of U.S. shareholder-owned electric companies. Our members serve 95 percent of the ultimate customers in the shareholder-owned segment of the industry, and represent approximately 70 percent of the U.S. electric power industry. We also have more than 65 International electric companies as Affiliate members, and more than 170 industry suppliers and related organizations as Associate members.
Organized in 1933, EEI works closely with all of its members, representing their interests and advocating equitable policies in legislative and regulatory arenas. In its leadership role, EEI provides advocacy, authoritative analysis, and critical industry data to its members, Congress, government agencies, the financial community and other opinion-leader audiences. EEI provides forums for member company representatives to discuss issues and strategies to advance the industry and to ensure a competitive position in a changing marketplace.
Key
Staff Individuals/ Primary Staff Contact
Becky Harsh, Manager, Consumer Retail Policy, (202) 508-5563
B, (202) 508-5038 F,
bharsh@eei.org
Steve Rosenstock, Manager, Energy Solutions, (202) 508- 5465,
srosenstock@eei.org
Ally Information
Company Name:
Electric & Gas Industries Association
Mailing Address: 3800 Watt Ave., Sacramento, CA 95821
Telephone: 866-367-3442 Fax: 800-506-9073
Web site: www.egia.org
Company Locations: EGIA is a nationwide non-profit organization with headquarters in Sacramento, California
Description of Services offered to support HPwES Programs
EGIA works with utility companies and state/ local agencies to support of the design, implementation and administration of energy efficiency, home performance and renewable energy programs. EGIA utility services include; rebate program administration and rebate processing, contractor sales training and utility/ state sponsored energy efficiency and solar financing. EGIA’s GEOSmart Sustainable Financing Solutions was developed with Home Performance in mind. With flexible unsecured installment financing, terms up to 20 years and industry low rates, whole house home performance projects become affordable for homeowners and cost effective for the utility.
Program Sponsor References
Anaheim Public Utilities HPwES
Maine HPwES
Maryland HPwES
Arizona HPwES
Southern California Edison HPwES
Southern California Edison A/C Quality
San Diego Gas & Electric Premium Efficiency
City of Santa Monica (Solar Santa Monica)
TXU Energy Authorized Dealer Network
IID Energy
Roseville Electric
Modesto Irrigation District
Best way to learn of New Developments
For general information regarding EGIA services: www.egia.org
For information regarding EGIA’s energy efficiency and solar financing program: www.egia.org/GEOSmart
Key Staff Individuals/
Primary Staff Contact
Bruce Matulich, Executive
Director, 866-367-3442 x 314;
bmatulich@egia.org
Eric Howarth, National Director, Assoc. Development, 209-423-6795;
ehowarth@egia.org
Ally
Information
Company
Name:
Energy Finance Solutions
Mailing Address: 431 Charmany Drive, Madison, WI 53719
Telephone: (608) 249-9322, ext. 237 Fax: (608) 249-5788
Web site: www.energyfinancesolutions.com
Company Locations: Madison, WI
Description of Services offered to support HPwES Programs
EFS partners with Sponsors to provide and administer financing products for HPwES Programs. Sponsors may elect to “buy-down” interest rates, enabling contractors to offer an attractive, easy to use financing tool to close sales and help customers to install their desired comprehensive improvements.
Program Sponsor References
Andrew Fisk, New York State Energy Research and Development Authority, (518)862-1090, ext. 3351, ajf@nyserda.org
Kevin Harrison, Long Island Power Authority, (631) 436-4230, kharrison@keyspanenergy.com
Diane Ferington, Energy Trust of Oregon, (503) 445-7621, diane@energytrust.org
Best Way to Learn of New Developments: www.energyfinancesolutions.com
Key Staff Individuals/
Primary Staff Contact
Nancy O’Brien, Program
Manager – nancyo@weccusa.org
Dan Streit, Program Coordinator –
dans@weccusa.org
Ally Information
Company Name: GreenHomes America
Mailing Address: 8 Hughes, Irvine, CA 92618
Telephone: 877-867-2833
Website: www.greenhomesamerica.com
Company Locations: Irvine, CA and Syracuse, NY
Description of Services offered to support HPwES Programs
GreenHomes is the largest industry-accredited, single-source provider of home performance contracting (HPC) in New York. GreenHomes offers an award-winning home improvement service that significantly enhances the comfort, energy efficiency, and air quality of existing single-family homes. GreenHomes performs all comfort and energy efficiency improvements in-house, which include:
· Comprehensive home assessments
· Air sealing and insulation
· Windows and Doors
· High efficiency air conditioning, furnaces, and boilers
· Tank and tankless water heating
· Indoor air quality solutions
· Solar Thermal
· Solar Photovoltaics
GreenHomes America has helped more than 10,000 homeowners save money, energy, and be safer and more comfortable in their home. GreenHomes also helps homeowners reduce carbon emissions to help them do their part to protect the environment and reduce the country’s dependence on foreign oil. GreenHomes is a Building Performance Institute (BPI) accredited organization with industry-leading quality management systems. GreenHomes has won NYSERDA’s biennial “Outstanding Achievement” award for the fourth consecutive time in February 2008 for its performance in the New York’s Home Performance with ENERGY STAR Program. GreenHomes is beginning its nationwide expansion and will include a franchise offering later in 2008.
Program Sponsor References
NYSERDA (Andrew Fisk)
Anaheim Public Utilities (Phil Hayes)
EPA (David Lee and Chandler von Schrader)
DOE (ed Pollock)
CSG (Stephen Cowell)
Bevilacqua-Knight,Inc. (Bob Knight)
BPI (Larry Zarker)
Best Way to Learn of New Developments: www.greenhomesamerica.com
Key
Staff Individuals/ Primary Staff Contact
Brett Knox, President,
brett.knox@greenhomesamerica.com
Mike Rogers, Sr. VP, Market Development,
mike.rogers@greenhomesamerica.com
Ally Information
Hudson Valley Community College
- coming soon
Ally
Information
Company Name: ICF International
Mailing Address: 9300 Lee Highway, Fairfax, VA 22031
Telephone: 703.934.3000 Fax: 703.934.3740
Web site: www.icfi.com
Company Locations
United States: Akron,
OH; Albany, NY; Baton Rouge, LA; Charleston, SC; Dallas, TX; Dayton, OH;
Fairfax, VA; Houston, TX; Lexington, MA; Los Angeles, CA; Middletown, PA;
Ogden, UT; Oklahoma City, OK; Orange County, CA; Research Triangle Park, NC;
San Francisco, CA; Seattle, WA; Washington, DC
Abroad: London, England; Toronto, Canada; Moscow, Russian Federation;
Rio de Janeiro, Brazil; New Delhi, India
Description of Services offered to support HPwES Programs
ICF offers a full range of turnkey program implementation services, including market research; resource planning; measure evaluation and program design; contractor recruitment and infrastructure development; training; program incentive administration; project oversight and quality assurance; program database management and reporting.
Program Sponsor References
First Energy Ohio – program is ramping up for market roll-out in Fall 2007
Maryland Energy Administration – ICF is on SENTECH implementation team
Best Way to Learn of New Developments: Through key staff
Key Staff
Individuals/ Primary Staff Contact
Michael L’Ecuyer, (518) 754-6258,
MLEcuyer@icfi.com
Marc Milin, (703) 934-3153,
MMilin@icfi.com
Rick Holmes, (330) 865-3661,
RHolmes@icfi.com
Ally Information
Company Name: Lockheed Martin
Business Process Solutions
Mailing Address:
2277 Research Blvd, Rockville,Md 20874
Telephone: (contact) 518 429 0121
Website:
wwww.lockheedmartin.com/bps/
Company Locations:
Multiple national and international offices
Description of Services offered to support HPwES Programs
Lockheed Martin (LM) has over 30 years experience managing and implementing
public and utility energy efficiency programs through its legacy company,
Aspen Systems. LM has
specialized in delivering energy savings through performance and market
intervention strategies. This year , LM
is building a first class capacity and staff to implement and support
HPwES nationally through the provision of implementation, training and
financing strategies and services.
Program Sponsor References
US EPA, US DOE and numerous
state and utility sponsors recognize the leadership LM is bringing to the
HPwES arena.
Best Way to Learn of New Developments:
Contact
the primary staff contact listed below
Key Staff Individuals/ Primary Staff Contact
Rick Gerardi,
Senior Manager, Residential Building Performance,
518 429 0121,
richard.e.gerardi@lmco.com
return to list
Ally Information
Company Name: Market Development Group
Mailing Address: P.O.
Box 3281 ,
Montrose , CO
81402-3281
Telephone: 970-209-8347
Fax: 702-442-5990
Web site: www.marketdevelop.com
Company Locations:
Montrose , CO ;
Frederick , MD ;
Tigard ,
OR
Description of Services offered to support HPwES Programs
Market Development Group offers both strategic and tactical consulting to
assist program sponsors and partners in designing, implementing, and
evaluating Home Performance with ENERGY STAR®. We work with:
· Stakeholders – program managers, utilities, government officials, community/economic development advocates and other key decision-makers and influencers
· Channel Partners- trade allies that also serve the residential, commercial and specialized industrial customer markets that program providers are trying to reach and influence. These partners may include HVAC contractors, plumbers, builders/developers, retailers, landlords, community non-profit organizations, etc.
· Energy End-Users- customers who pay their utility bill directly and make energy-related decisions for themselves as well as those who use energy that is purchased by others (such as renters, college dorm residents, office workers, etc.)
We develop a variety of marketing communications materials to support program planning and implementation including:
· Best Practices and Literature Reviews – compendium of relevant and salient points from conference proceeding scans, Internet searches and personal interviews with market leaders to document past program efforts by others and lessons learned. Examples include: Light Bulb Fundraiser and Home Energy Makeover Contest.
· Program Implementation Handbooks - step-by-step guide that may include templates customizable marketing materials (i.e. bill inserts, point-of-purchase displays, web pages) as well as internal administration forms designed to facilitate program tracking and evaluation; standards, participation requirements, program “rules,” case study testimonials and “best practices.” Examples include: Light Bulb Fundraiser.
· Marketing Communications Campaign Planning and Execution. Articulate and document the multiple tactical steps and interactions with milestones and timelines for overarching strategic activities aimed at numerous audiences through various channels and mediums. Examples include: Maine Home Performance.
· Websites and web applications/tools. Outline site map and create static content as well as dynamic interactions. Examples include: www.homeenergymakeover.org, www.cflfundraiser.org, www.marketdevelop.com
· Printed Materials. Create point-of-purchase flyers, mailers, brochures and newspaper inserts to promote program as well as internal administrative forms and agreements. Examples include: DMEA Home Energy Guide, Home Energy Makeover and Light Bulb Fundraiser
·
Broadcast Materials.
Create and produce audio and visual scripts and programs for paid and
public service radio, television, point-of-purchase and web media. Examples include
· Media Relations. Identify and outreach to key media “gatekeepers;” draft news releases, media advisories, feature articles and editorials; coordinate distribute with program partners; and publish regionally or nationally through recognized news bureaus. Examples include: Maine Home Performance with ENERGY STAR program at www.mainehomeperformance.org.
· Workshops - sessions from ½ day to multi-day with online registrations, handout binders and online proceedings. Examples include:
# “Marketing Home Performance with ENERGY STAR” workshop for home improvement contractors and/or program designers
# “Home Energy Savings” for home owners
# Intro to DSM and/or Demand Response” for energy services professionals
· Event Participation - Plan, negotiate and implement all aspect of your event participation (i.e. community fairs, home shows, industry shows, etc) to include sponsorship and exhibit benefit negotiation, exhibit display design and building, group registrations, pre- and post-event promotion to attendees, on-site set-up and tear down, organization of customer dinners and other hospitality functions, cross-promotions with trade allies, media relations, etc. All you do is show up and accept the accolades for your professionally managed participation that maximizes your marketing opportunities. Examples include: www.hpwes.org and www.cuexchange.org
· Teleconference/Webinars – Conceptualize, organize and facilitate “distance learning” with low-tech (conference call) and high-tech (Webex) alternatives. We have the capability to produce your webinar ourselves under your brand name or our own, to include the handling of online registrations with or without credit card payments. Examples include Western Area Power Administration's “Intro to Demand Response” at www.wapa.gov/es and various Peak Load Management Alliance topics at www.peakma.com.
Program
Sponsor References
David Lee, Dale
Hoffmeyer,
Patricia Plympton,
Navigant Consulting (program liaison for U.S. DOE)
Greg Thomas, PSD;
(program administrator for Maine Home Performance and PA Home Energy)
Bruce Matulich, EGIA
(finance administrator for numerous Home Performance programs)
Best Way
to Learn of New Developments:
www.markedevelop.com where you
can view past issues and subscribe to our email newsletter, Market
Developments
www.marketdevelop.com/2007newsletter.htm
Key
Staff Individuals/ Primary Staff Contact
Ed Thomas,
Managing Partner, (970) 209-8347,
ethomas@marketdevelop.com
Katherine Johnson, Partner, (301) 461-4865,
kjohnson@marketdevelop.com
Ally Informatio
n
Company Name: Performance Systems Development
Mailing Address: 124 Brindley Street, Suite 4, Ithaca, NY 14850
Telephone: 607-277-6240 Fax: 607-277-6224
Web site: psdinfo@psdconsulting.com
Company Locations: Ithaca, New York
Description of Services offered to support HPwES Programs
Performance Systems Development (PSD) partners with local, regional and national organizations to provide consulting, software development and training services that transform the marketplace for energy-efficiency and building performance services.
· Home Performance program design and implementation
· TREAT modeling software to calculate savings and carbon reduction
· Tracking software for aggregating energy savings data and reporting results
· BPI and HERS technical training that includes building science and HP business development
· Home energy makeover events to stimulate consumer demand for HP services
· Legislative change support
· Accredited provider for both BPI and RESNET
Program Sponsor References
· The California Energy Commission
· The California Public Utilities Commission
· New York State Energy Research and Development Authority (NYSERDA)
· New Hampshire electric utilities (PSNH)
· US Green Building Council
· The State of Washington Weatherization Program
· The State of Maine Office of Energy Independence and Security
· The New York State Weatherization Directors Association
· The National Association of Home Builders Research Center
· The Enterprise Foundation
· The Western Pennsylvania Power Sustainable Energy Fund
· Wisconsin Energy Conservation Corp.
· US Housing and Urban Development
Best way to learn of New Developments: www.psdconsulting.com, www.treatsoftware.com, www.pscontracting.com
Key Staff Individuals/
Primary Staff Contact
Greg Thomas, President, 607-277-6240 x201;
gthomas@psdconsulting.com
Conrad Metcalfe, VP Operations and Training, 607-277-6240 x202;
cmetcalfe@psdconsulting.com
Technical Report NREL/TP- 640-41903, July 2007: "Home Performance with ENERGY STAR: Utility Bill Analysis on Homes Participating in Austin Energy’s Program", given by D. Belzer, Pacific Northwest National Laboratory; G. Mosey, P. Plympton and L. Dagher, National Renewable Energy Laboratory
Home Performance with ENERGY STAR (HPwES) is a jointly managed program of the U.S. Department of Energy (DOE) and the U.S. Environmental Protection Agency (EPA). This program focuses on improving energy efficiency in existing homes via a whole-house approach to assessing and improving a home’s energy performance, and helping to protect the environment.
ACEEE Summer Study on Energy Efficiency in Buildings, 2006: "Home Performance with Energy Star®:Delivering Savings with a Whole-House Approach", given by Michael Rogers, GreenHomes America; Megan Edmunds, E-Star Colorado; Robert Knight, Bevilacqua-Knight, Inc.
"Home Performance with ENERGY STAR" Agenda, Doubletree Hotel, Scott Circle, Washington, DC,This panel will discuss why and how the home performance contracting approach works, emphasizing program design considerations and results from programs with up to 5 years experience. The results reported in this paper’s case studies provide evidence of growing momentum in home performance contracting, achieving continuing growth and success in long-term energy savings.
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Identify and summarize barriers to adopting home performance contracting for large, national companies
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Solicit industry feedback on proposed DOE research to address technical barriers
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Identify and summarize strategies to overcome barriers
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Identify what infrastructure is needed for companies to adopt home performance contracting and potentially partner with Home Performance with ENERGY STAR
ENERGY STAR Training Presentation, 7/26/2007: "
WORKING WITH ENERGY STAR: Residential New Construction & Home Retrofits", given by David Lee, Chief, ENERGY STAR Residential Branch, (excerpt from)· Over 65% of Americans recognize the ENERGY STAR.
· Most consumers associate ENERGY STAR most often with appliances, office equipment, and other consumer products.
· In 2006, Americans, with the help of ENERGY STAR
# prevented the release of greenhouse gas emissions equivalent to those from 25 million vehicles
# saved more than $14 billion on energy bills
# But did you know . . .
ENERGY STAR publication, 7/18/06: "The Consultant and Contractor Models For Home Performance with ENERGY STAR", (excerpt from)
There are two fundamental business models being implemented under Home Performance with ENERGY STAR programs – the “home performance consultant” and “home performance contractor” models. These two models are different in many ways especially with regards to who completes the work. However, these models are not mutually exclusive and hybrid models should be considered by a program sponsor.
ENERGY STAR publication, 7/18/06: "Description of Quality Assurance Procedures", (excerpt from)
"Effective quality assurance procedures are an essential component of a Home Performance with ENERGY STAR program. This requirement reassures homeowners and program sponsors that contractors are performing high quality work and delivering value. Quality assurance also protects the message and maintains the credibility of the ENERGY STAR brand.
Home Performance with ENERGY STAR requires quality assurance through either: (1) a rigorous certification and accreditation process; or (2) oversight and inspection by a qualified third party. These two quality assurance options are described below..."
ENERGY STAR publication, 4/11/07: "Home Performance with
ENERGY STAR® - A Cost-effective Strategy for Improving Efficiency in Existing Homes"An introduction to what the program strategy known as ENERGY STAR® really involves such as Design and Implementation, Measurement and Verification, and Program Cost-Effectiveness.
NYSERDA Presentation " Implementing Home Performance with ENERGY STAR® in New York State The NYSERDA Model", given by John Jones, (excerpt from)
"More and more homeowners are committed to saving energy and reducing their utility bills.
The NY Home Performance with ENERGY STAR® (HPwES) Program provides low-cost training to contractors so that they can become an Accredited Home Performance with ENERGY STAR contractor.
Participation in the HPwES program helps generate more business, improve quality and service to current customers, and includes the contractor in a select group in the marketplace."
Electric & Gas Industries Association presentation, 9/20/07: "Tools That Drive Successful Home Performance Programs, Helping Contractor’s Sell Home Performance", given by Bruce Matulich, (excerpt from)
"EGIA brings all facets of the home improvement market together towards one common goal... saving energy!
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Utility Sponsored Programs: Rebate & Financing Program Administration, Training, Strategic Planning, Industry Advocacy, 3rd Party Validation
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Manufacturer / Distributor: National Program Development, Joint Marketing, Sales Training
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Solar & Renewable Energy: Industry Advocacy, Contractor Training, Market Development, 3rd Party Validation
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Contractor Direct Programs: Buying Group Financing, Insurance Programs & Other Value Added Services, Sales Training, Approved Contractor Marketing Program
“Guide to Training Programs for Home Performance Professionals", University of Central Florida
Event Proceedings
National Symposium, Cleveland, May 2007
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