DOE F 413.24 Partner Implementation Plan Template

OMB Control#:1910-5184
DOE HQ F 413.24
Exp Date: 7/31/2023

Home Energy Score
Partner Implementation Template
Version: 10/12/2019

Instructions:
1. Be as specific and detailed as possible in your responses.
2. Use this template to describe how you will deliver Home Energy Score over the next 12- 24
months
3. All fields should be completed.

PARTNER INFORMATION
Name of Organization:

Staff Lead for Home Energy Score: (Name, Organization, City, State, Phone, Email)

Partner Organization serves as:


Program Sponsor

Organization type:

Funding source:



Program Implementer



Other: __________



State government



Utility



Local government



Non-profit organization



Other: __________



System benefit charge



Grants



Rate recovery



Fiscal budget



Other: __________

Provide information about the length and source of funding for your proposed effort.

Implementation contractor (if applicable and different from Partner Organization):
(Name, Organization, City, State, Phone, Email)

OMB Control#:1910-5184
DOE HQ F 413.24
Exp Date: 7/31/2023

Provide numeric goals for the following (*1st quarter of implementation, not calendar year):

Home Energy Scores completed

Total for
12 months

1st
Quarter*

2nd
Quarter

3rd
Quarter

4th
Quarter

(e.g., 550)

(e.g., 75)

(e.g., 75)

(e.g., 150)

(e.g., 250)

Qualified Assessors trained
Conversions from Score to energy
improvement job
Energy savings (please provide units
e.g., kWh, BTU, % savings)
Other (please specify)

PARTNER’S EXISTING MARKET AND PROGRAMS
1. What is your organization’s current customer base and market area? (e.g., number of homes
served, locations served)

2. What do your current residential energy efficiency programs entail?

3. What software, if any, do you use to audit or assess homes today?

IMPLEMENTING HOME ENERGY SCORE
1. How do you plan to integrate the Home Energy Score into your existing programs?
(Please provide detailed information. For example, will Home Energy Score be offered to all existing
customers, some of them, on a first come/first served basis, etc.?)

2. Do you plan to utilize the Application Programming Interface (API) to integrate the Home Energy
Scoring Tool with the software tool you’re currently using or another tool?

3. Where do you plan to offer Home Energy Score? (e.g., Chicago metropolitan area, New York)

OMB Control#:1910-5184
DOE HQ F 413.24
Exp Date: 7/31/2023

4. Are there any specific groups you plan to target? Exclude? (e.g., income qualified, utility customers,
city residents, etc.)

5. When do you plan to begin providing the Home Energy Score?

6. How many certified contractors/auditors have you identified to provide the Home Energy Score? If
you need additional assessors, how will you recruit them?

7. What incentives, if any, will you offer to motivate contractors to provide Home Energy Scores?

8. Do you plan to set a price for providing the Home Energy Score or will this be contractor-driven?
If the former, what price do you plan to set?

9. How and when will you deliver the score and supplemental information? (e.g., at the home
assessment, by email, by mail, within 2 weeks of assessment)

10. What if any follow-up do you plan to do with customer after the home is scored?

MARKETING HOME ENERGY SCORE
1. How and how often will you market the Home Energy Score to homeowners?

2. Will you market the Home Energy Score to other stakeholders? (e.g., realtors, appraisers, home
inspectors, other) If so,how?

DATA TRACKING AND REPORTING
1. In addition to the Home Energy Score data points, are you interested in sharing other data with
DOE for analytical purposes? If yes, what types of data and in what format?

OMB Control#:1910-5184
DOE HQ F 413.24
Exp Date: 7/31/2023

2. Do you have access to utility bills for the homes scored? If yes, covering what time period? Are you
willing to share this data with DOE or its contractor?

QUALITY ASSURANCE & QUALIFIED ASSESSORS
1. How will you fulfill the program’s Quality Assurance requirements to re-score 5% of the homes by a
third party? Who will rescore those homes?

2. Will the homes being rescored be selected randomly? Please explain.

3. How do you plan to get homeowners to allow their homes to be rescored if they are selected for
quality assurance purposes?

4. Will you review the Home Energy Scores generated by your Qualified Assessors? If yes, how?

5. How and how frequently will you stay in contact with your Qualified Assessors?

6. Do you plan to check in on new Qualified Assessors after they have scored their first 1-5 homes? If
yes, how?

PROGRAM EVALUATION
1. How will you evaluate the program?

2. Will you evaluate customer satisfaction and/or the effect of Home Energy Score on homeowner
action? If yes, how?

OMB Control#:1910-5184
DOE HQ F 413.24
Exp Date: 7/31/2023

ADDITIONAL COMMENTS (optional)
Please provide any additional information you think would be useful.

NEXT STEPS: Submit your plan to [email protected] with your Partner name in the
subject line and file name with the date. E.g. Implementation Plan “Organization Name” 10-12-19

Paperwork Reduction Act Burden Disclosure Statement
This data is being collected to facilitate participation in U.S. Department of Energy’s Home Energy Score program. The data you
supply will be used for generating and managing Home Energy Scores and the Score’s associated data.
Public reporting burden for this collection of information is estimated to average twenty (20) hours per response, including the time
for reviewing instructions, searching existing data sources, gathering and maintaining the data needed, and completing and
reviewing the collection of information. Send comments regarding this burden estimate or any other aspect of this collection of
information, including suggestions for reducing this burden, to Office of the Chief Information Officer, Enterprise Policy Development
& Implementation Office, IM-22, Information Collection Management Program (1910-5184), U.S. Department of Energy, 1000
Independence Ave SW, Washington, DC 20585; and to the Office of Management and Budget (OMB), OIRA, Paperwork Reduction
Project (1910-5184), Washington, DC 20503.
Notwithstanding any other provision of the law, no person is required to respond to, nor shall any person be subject to a penalty for
failure to comply with a collection of information subject to the requirements of the Paperwork Reduction Act unless that collection of
information displays a currently valid OMB control number.
Submission of this data is required for applying to become a Home Energy Score program Partner.