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First Quarterly

 Midwest Home
Performance Call

     April 27, 2011
Welcome!
Call goals:
– better facilitate communications across state
  lines and amongst programs in our region
– Share lessons learned & best practices
– Help HP programs take off in the Midwest!
Midwest Energy Efficiency
            Alliance
MEEA is a collaborative
network whose purpose is
to advance energy
efficiency to support
sustainable economic
development and
environmental preservation.
Today’s Call
• Welcome from US EPA and overview of national
  program changes
• Introductions from each call participant w/
  update on their local program (2-3 min each)
• Kentucky Home Performance presentation
• Discussion around software, data collection and
  reporting best practices & challenges
Call Logistics
• Please mute your lines during the KHP
  presentation
• Press *6
• Don’t put the line on hold!
Midwest Home Performance Calls Contact
                 Info
     Midwest Energy Efficiency Alliance

      Jamie Peters, Program Manager
       312-784-7261 / jpeters@mwalliance.org


       Will Baker, Program Associate
       312-673-2489/ wbaker@mwalliance.org
SAVING ENERGY AND IMPROVING
        COMFORT THROUGH ENERGY EFFICIENCY
               HOME IMPROVEMENTS
APRIL 27TH 2011         WWW.KYHOMEPERFORMANCE.ORG
Kentucky Homes and Energy
   Kentucky’s 1,747,512 occupied-housing units make up the residential sector
    of the state’s energy consumption.
   The residential sector represents 17% of Kentucky’s 2006 energy end-use
    consumption and the Btu amount ranks 25th in the nation (344.6 trillion Btu).
   Total energy consumption per capita is among the highest in the nation
    (ranked 6th in 2006).                     East South Central - Household Energy
                                                            Expenditures By End Use
   1,122,143 (59%) of homes were
                                                                                    Space Heating
    built before 1980.                               Other
                                                   Appliances
                                                                                         26%

                                                  and Lighting
   The Kentucky average residential                  34%

    electricity price of electricity has
    steadily climbed since 2000,
    increasing 25% from 2000 to 2007.
                                                                                          Air-

   Carbon legislation on the horizon.              Refrigerators
                                                                                      Conditioning
                                                                                         16%
                                                         7%
                                                                    Water Heating
                                                                        17%
KY Home Performance




                 +36.78%
              (136 Trillion BTU)
What is KY Home Performance


   $6.1 million in funding
   Estimated leverage $17.5 million
   1-4 leverage ratio for subsidy
   Will provide rebates or below-market rate loans
   Can be used with utility or manufacturer rebates
   State and federal tax credits may apply
   Other rebates and subsidy may apply
What is KY Home Performance


   Designed to generate energy efficiencies
   Designed to create jobs
   Provides training
   Provides quality assurance
   Provides detailed program tracking
   Provides statewide measurable outcomes
Minimum Requirements

• Air tightness of envelope -- .40 nACH or
  prescriptive list must be followed
• Duct tightness – 10% rated fan flow or
  prescriptive list must be followed
• Insulation levels – attics, floors, rim joists
• BPI combustion safety protocol, including
  CO monitors
• See Best Practices webinar for further
  details
Eligible Measures for KHP
           incentives

• Any work toward Minimum Requirements
• Additional air-sealing and insulation work
• Energy Star rated HVAC equipment,
  windows, doors
• Energy Star can lights (insulated)
• 15% possible for related or “precursor”
  items
Quality Assurance

                     QA Criteria
   Quality of measures installed
   Data collection adherence to KHP and BPI requirements
   Installations comply with KHP and BPI requirements
   Appropriate testing and diagnostic procedures
   No health and safety concerns
Vendor Partners & Roles



   Performance Systems Development (PSD)
   AFC First
   Conservation Services Group (CSG)
Utility Partners
   Atmos Energy
   Blue Grass Energy
   Bowling Green Municipals Utilities
   Delta Natural Gas Company, Inc.
   Duke Energy
   Clark Energy
   Columbia Gas
   East Kentucky Power Cooperative
   Hopkinsville Electric System
Utility Partners
   Jackson Purchase Energy Corporation
   Kenergy Corporation
   Kentucky Utilities
   Louisville Gas and Electric - LG&E
   Meade County Rural Electric
   Pennyrile Rural Electric Cooperative
   Tennessee Valley Authority
   Warren Rural Electric
   Utility partners to be added – Cooperatives and Municipals
Program Results To Date
Pipeline Numbers
 Leads - 124
 Evaluations Submitted - 184
 Evaluations Approved - 165
 Jobs Submitted - 70
 Jobs Approved - 54
 Evaluations Completed 372

Website Visits
 Sept - 3,278
 Oct - 1,976
 Nov -12, 608
 Dec - 300,531
 Jan - 539,123
 Feb - 290,333
 March -148,239
Financial Incentives

Contractors                      Homeowners
  90% of training and              $150 Rebate for Home Energy
   certification costs for BPI       Evaluation
   Training through KCTCS – KY
   Wins                             Free Quality Assurance
                                     Inspection of home energy
  KHP Sponsored Trainings           improvements by Independent
     KHP 101 & Best Practices       Third Party.
     Financing / Rebate
      Training                      Rebates up to $2,000 1-4
     Software Training              match required.
                                       - OR -

      Marketing Support            6.99% loan up to $20,000 max
                                     for up to10 years.
Program Results To Date

• 85 Contractors/Firms Signed up to Date

• Serving 120 KY Counties

• Training to Contractors
    •   Best Practices = 117 Contractors
    •   KHP 101 = 121 Contractors
    •   Software Training = 55 Contractors
    •   Rebate and Loan Training = 40 Contractors

• Equipment Rebates - 50 Paid

• BPI Training Rebates Processed - 73 paid

• Completed Jobs - 51 Rebates Funded, 50 additional in process

• Loans 3 Funded, 3 in Process
What Happens Next
 Market and Work with Utilities

 Continue Training and Contractor Recruitment

 Quality Assurance

 Identify and Bring Delivery Channels on Line

 Market to Consumers

 Track Program Results

 Long Term Program Sustainability Planning
for Programs

Kentucky Home Performance Software
           AA
Roles
PROGRAM MANAGER           SERVICE PROVIDERS




  HOME OWNER                     QA
Web Portal
Portal
• Interactive & informative Web
  portal
• Designed to educate & engage
  homeowner
• Steps homeowner through
  process
• Supports questionnaire & web
  form
• Access to reports &
  recommendations
• Cloud based datahub
• Houses and Manages Data
• Job Tracking & Lead Management
• Accurate savings predictions &
  verification
• Supports workflow
• Field audit tool
• Internet-Aware
• Native automatic sync with
  Compass
• Designed for residential in-home
  audits
• Powerful model simulation &
  calculation engine
• In-home customer report
Summary

 Strong Customer interactive & integrated Web portal
 Smooth workflow management for process automation
 Tools for contractor to interact with homeowner
 Tools to increase homeowner participation
 Integrated Residential audit tool
 Industry leading saving predictions & verification
 Program tracking and reporting
 PSD credentials, experience & industry position

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Midwest Home Performance: Overview

  • 1. First Quarterly Midwest Home Performance Call April 27, 2011
  • 2. Welcome! Call goals: – better facilitate communications across state lines and amongst programs in our region – Share lessons learned & best practices – Help HP programs take off in the Midwest!
  • 3. Midwest Energy Efficiency Alliance MEEA is a collaborative network whose purpose is to advance energy efficiency to support sustainable economic development and environmental preservation.
  • 4. Today’s Call • Welcome from US EPA and overview of national program changes • Introductions from each call participant w/ update on their local program (2-3 min each) • Kentucky Home Performance presentation • Discussion around software, data collection and reporting best practices & challenges
  • 5. Call Logistics • Please mute your lines during the KHP presentation • Press *6 • Don’t put the line on hold!
  • 6. Midwest Home Performance Calls Contact Info Midwest Energy Efficiency Alliance Jamie Peters, Program Manager 312-784-7261 / jpeters@mwalliance.org Will Baker, Program Associate 312-673-2489/ wbaker@mwalliance.org
  • 7. SAVING ENERGY AND IMPROVING COMFORT THROUGH ENERGY EFFICIENCY HOME IMPROVEMENTS APRIL 27TH 2011 WWW.KYHOMEPERFORMANCE.ORG
  • 8. Kentucky Homes and Energy  Kentucky’s 1,747,512 occupied-housing units make up the residential sector of the state’s energy consumption.  The residential sector represents 17% of Kentucky’s 2006 energy end-use consumption and the Btu amount ranks 25th in the nation (344.6 trillion Btu).  Total energy consumption per capita is among the highest in the nation (ranked 6th in 2006). East South Central - Household Energy Expenditures By End Use  1,122,143 (59%) of homes were Space Heating built before 1980. Other Appliances 26% and Lighting  The Kentucky average residential 34% electricity price of electricity has steadily climbed since 2000, increasing 25% from 2000 to 2007. Air-  Carbon legislation on the horizon. Refrigerators Conditioning 16% 7% Water Heating 17%
  • 9. KY Home Performance +36.78% (136 Trillion BTU)
  • 10. What is KY Home Performance  $6.1 million in funding  Estimated leverage $17.5 million  1-4 leverage ratio for subsidy  Will provide rebates or below-market rate loans  Can be used with utility or manufacturer rebates  State and federal tax credits may apply  Other rebates and subsidy may apply
  • 11. What is KY Home Performance  Designed to generate energy efficiencies  Designed to create jobs  Provides training  Provides quality assurance  Provides detailed program tracking  Provides statewide measurable outcomes
  • 12.
  • 13. Minimum Requirements • Air tightness of envelope -- .40 nACH or prescriptive list must be followed • Duct tightness – 10% rated fan flow or prescriptive list must be followed • Insulation levels – attics, floors, rim joists • BPI combustion safety protocol, including CO monitors • See Best Practices webinar for further details
  • 14. Eligible Measures for KHP incentives • Any work toward Minimum Requirements • Additional air-sealing and insulation work • Energy Star rated HVAC equipment, windows, doors • Energy Star can lights (insulated) • 15% possible for related or “precursor” items
  • 15. Quality Assurance QA Criteria  Quality of measures installed  Data collection adherence to KHP and BPI requirements  Installations comply with KHP and BPI requirements  Appropriate testing and diagnostic procedures  No health and safety concerns
  • 16. Vendor Partners & Roles  Performance Systems Development (PSD)  AFC First  Conservation Services Group (CSG)
  • 17. Utility Partners  Atmos Energy  Blue Grass Energy  Bowling Green Municipals Utilities  Delta Natural Gas Company, Inc.  Duke Energy  Clark Energy  Columbia Gas  East Kentucky Power Cooperative  Hopkinsville Electric System
  • 18. Utility Partners  Jackson Purchase Energy Corporation  Kenergy Corporation  Kentucky Utilities  Louisville Gas and Electric - LG&E  Meade County Rural Electric  Pennyrile Rural Electric Cooperative  Tennessee Valley Authority  Warren Rural Electric  Utility partners to be added – Cooperatives and Municipals
  • 19. Program Results To Date Pipeline Numbers  Leads - 124  Evaluations Submitted - 184  Evaluations Approved - 165  Jobs Submitted - 70  Jobs Approved - 54  Evaluations Completed 372 Website Visits  Sept - 3,278  Oct - 1,976  Nov -12, 608  Dec - 300,531  Jan - 539,123  Feb - 290,333  March -148,239
  • 20. Financial Incentives Contractors Homeowners  90% of training and  $150 Rebate for Home Energy certification costs for BPI Evaluation Training through KCTCS – KY Wins  Free Quality Assurance Inspection of home energy  KHP Sponsored Trainings improvements by Independent  KHP 101 & Best Practices Third Party.  Financing / Rebate Training  Rebates up to $2,000 1-4  Software Training match required. - OR -  Marketing Support  6.99% loan up to $20,000 max for up to10 years.
  • 21. Program Results To Date • 85 Contractors/Firms Signed up to Date • Serving 120 KY Counties • Training to Contractors • Best Practices = 117 Contractors • KHP 101 = 121 Contractors • Software Training = 55 Contractors • Rebate and Loan Training = 40 Contractors • Equipment Rebates - 50 Paid • BPI Training Rebates Processed - 73 paid • Completed Jobs - 51 Rebates Funded, 50 additional in process • Loans 3 Funded, 3 in Process
  • 22. What Happens Next  Market and Work with Utilities  Continue Training and Contractor Recruitment  Quality Assurance  Identify and Bring Delivery Channels on Line  Market to Consumers  Track Program Results  Long Term Program Sustainability Planning
  • 23. for Programs Kentucky Home Performance Software AA
  • 24. Roles PROGRAM MANAGER SERVICE PROVIDERS HOME OWNER QA
  • 25.
  • 27. Portal • Interactive & informative Web portal • Designed to educate & engage homeowner • Steps homeowner through process • Supports questionnaire & web form • Access to reports & recommendations
  • 28.
  • 29. • Cloud based datahub • Houses and Manages Data • Job Tracking & Lead Management • Accurate savings predictions & verification • Supports workflow
  • 30.
  • 31. • Field audit tool • Internet-Aware • Native automatic sync with Compass • Designed for residential in-home audits • Powerful model simulation & calculation engine • In-home customer report
  • 32. Summary  Strong Customer interactive & integrated Web portal  Smooth workflow management for process automation  Tools for contractor to interact with homeowner  Tools to increase homeowner participation  Integrated Residential audit tool  Industry leading saving predictions & verification  Program tracking and reporting  PSD credentials, experience & industry position