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1 Promoting Geothermal Retrofits through Illinois Home Performance with ENERGY STAR and BPI Will Baker Brian Kumer Geothermal Alliance Conference 12 March 2013 (866)

2 Midwest Energy Efficiency Alliance MEEA is a collaborative network whose purpose is to advance energy efficiency to support sustainable economic development and environmental preservation.

3 Basics Illinois version of national Home Performance with ENERGY STAR program - currently 50 sponsors in 34 states A statewide platform for whole home retrofit programs throughout Illinois based on quality Existing, 1-4 unit homes throughout Illinois with no income eligibility criteria Provide support for existing whole home work Results in Illinois Home Performance with ENERGY STAR Silver and Gold certifications Funded through DCEO BITE grants and an SEP grant to cover non-iou territories

4 Make sure the envelope retains the conditioned air, while bringing in the correct amount of ventilation. Make tight, ventilate right. Know what that correct amount is. Contractors- Add service lines and products. Address homeowners issues. Geothermal? Work with home performance contractors. Make sure they know about geothermal, and better yet, that they know they can recommend you when a customer asks. Coordinate messages! Utilities- consider a whole home approach Illinois Home Performance Gold Certificate- Heating and Cooling equipment is ENERGY STAR at time of install Similar issues- first cost barrier, last house message?

5 Opportunity in Illinois 3,492,721 single family owner occupied homes in Illinois (DOE s goal = retrofitting 1,000,000 homes by end of 2013) Projected workforce needs of 1,000 energy auditors and 3,500 envelope specialists by 2015

6 Program Objectives Acknowledge programs, contractors, and homeowners that take the next step in increasing the safety, comfort, value and efficiency of Illinois homes Enable consistent messaging to homeowners and contractors throughout the state in whole home retrofit programs Provide resources to build demand for existing home energy upgrades Position Illinois as a leader in the whole home retrofit program field Leverage existing regional, local, and statewide resources to the greatest extent possible Encourage and facilitate careers in the high growth green sector- TIF

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8 Delivering a Statewide Program Locally National Home Performance with Energy Star Program U.S. DOE Statewide Coordination and Infrastructure Development - ONGOING DCEO & MEEA Local Implementation - Each provider will launch incrementally Energy Impact Illinois Ameren Illinois Peoples Gas & North Shore Gas Cooperatives -Program requirements -Guidance & support -Marketing templates -Contractor training -Homeowner education -Statewide coordination -Enrollment in base program -Program delivery -Rebates/financing -Local marketing -Quality assurance inspections

9 Sets national standards for Home Performance with ENERGY STAR Home Performance w ENERGY STAR v1.5 and 2.0 Shares best practices Provides programmatic resources Logo use Guidance and support US DOE

10 Statewide coordination Statewide Sponsor Sets minimum quality standards for program participation Verifies and issues IHP Silver and Gold certificates Enrolls qualified contractors and curates updated list Provides resources to facilitate industry growth Maintains a central website Coordinates data flow and reports to US DOE Raises awareness and consideration among homeowners

11 Program delivery Rebates, financing and/or other incentives Quality assurance- onsite inspections and file reviews Program rules Marketing Programmatic resources Sharing required data points Program Providers

12 Our success is owed to their success Maintain IHP quality Participate in trainings Understand the program IHP Participating Contractors Accurately represent relationship and program to homeowners

13 Statewide Approach Shared Contractor Requirements (BA+E, Gen Liab, etc ) Audit, retrofit, and test-out process QA tiers IHP certificates issued by the state Retrofit data Homeowner messaging (reduce market confusion) Contractor messaging (increase participation) Different Incentives (measures and magnitude) Models (open and closed) Timelines

14 What is an IHP job? From a drafty, inefficient home to one that s safe, comfortable, & saves energy! Assess the home s current state through a diagnostic energy audit

15 What is an IHP job? From a drafty, inefficient home to one that s safe, comfortable, & saves energy! Assess the home s current state through a diagnostic energy audit Improve with airsealing, insulation, heating/cooling

16 What is an IHP job? From a drafty, inefficient home to one that s safe, comfortable, & saves energy! Assess the home s current state through a diagnostic energy audit Improve with airsealing, insulation, heating, cooling Verify work quality and energy savings with test out & QA

17 In all instances, homeowners must follow the process outlined below: 1) Home energy assessment (aka energy audit) a. Completed by a BPI BA+E certified individual employed by an IHP Participating Contractor b. Follows BPI Building Analyst and Envelope standards c. Homeowner receives copy of HEA summary report 2) Home energy upgrade (aka retrofit) a. Overseen by a BPI BA+E certified individual employed by an IHP Participating Contractor b. In all applicable instances, follows BPI BA+E standards c. Results in Silver or Gold IHP Certificate d. In each instance, air sealing is performed prior to installing insulation 3) Verification of work (aka test-out) Basic Requirements a. Completed by a BPI BA+E certified individual overseen by an IHP Participating Contractor b. Includes blower door and combustion safety testing and visual inspection of completed work; findings/results are documented c. Homeowner receives copy of performance improvement report, which is also used by the program to determine which Certificate may be issued

18 Quality Assurance 4) Homeowner agrees to participate in third-party quality assurance inspection program a. Completed by BPI BA+E certified program representative b. Serves as an additional verification point and added (free) benefit to the homeowner c. Only a specified percentage of homes will receive the QA inspection; Participating Contractor s level of experience and history in the program will determine whether inspection is required, based upon a transparent QA Tier system. QA Tier IHP Job Number Inspection Rate Tier One First 3-5 jobs 100% Tier Two 4 of the next 20 jobs 20% Tier Three All following jobs 5%

19 Only IHP Contractors Can Help Homeowners Earn an IHP Certificate! IHP Certificates are issued on behalf of the state through MEEA Certificates provide 3rd party documentation for the improvements made in the home, useful in capturing the value of energy efficiency upgrades Silver and Gold

20 123 Memory Lane Decatur, IL Conservation Services Group Ameren Illinois 9/10/2012 Air sealing performed, reducing total air leakage rate by 38% Attic insulation improved to R-49 Wall insulation improved to R-13 95% AFUE natural gas furnace installed Programmable thermostat installed 15%* Two exhaust fans from bathroom and kitchen vented through the roof 10/02/2012 #S-13

21 MRED- Chicagoland Capturing the value California study shows 9% premium Champaign, Springfield, Peoria, Danville, Rock Island

22 Silver Certification Retrofit achieves a minimum of 15% modeled total energy savings reduction from baseline, as determined during home energy assessment. -OR- Retrofit includes the following two components, at a minimum: a. Building infiltration rate: 4 ACH50 OR 30% reduction below baseline. Must follow BPI Building Airflow Standard requirements and b. Attic insulation: R-value increased to the level specified in the current state or local code, whichever is higher.

23 Gold Certification Both of the following: Ventilation - Meets requirements set forth in ASHRAE Building infiltration rate - 4 ACH50 OR 30% reduction And, four out of five of the following: Duct leakage rate - Supply + return leakage to outside/fan flow 10% -OR- ducts are completely within conditioned space Wall insulation -R 13 Attic insulation - R 49 Basement/crawlspace insulation - If unconditioned, floor insulation R 30 If conditioned, wall insulation R 10 continuous or R 13 cavity Heating and cooling equipment - ENERGY STAR qualified at time of install

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25 Program Providers Energy Impact Illinois First Program Provider to launch- November 2011 Department of Energy Better Buildings Neighborhood Awardee Seven counties around the city of Chicago, plus the City of Rockford Rebates of up to $1750 when combined with utility rebates for IHP work EI2 low-interest financing, loss reserve fund, Green Choice Bank and Credit Unions Ameren Illinois Act on Energy Program and Warm Neighbors Cool Friends Program Launched September 1 st, 2012 Engaged contractor community HEP rebates up to $600 for air-sealing, up to $600 for attic insulation, up to $1000 for wall insulation, and up to $320 for rim/band joist insulation On Bill Finance available for measures

26 Program Providers ComEd and Nicor Gas Home Energy Savings Program $1250 rebates can be topped up to include up to $500 from EI2 Peoples Gas Not currently an IHP Program Provider Attic insulation rebates of $.30/sq ft can be combined by contractors with EI2 rebates to offer up to $1750 for IHP work. North Shore Gas Not currently an IHP Program Provider Attic insulation rebates of $.10/sq ft can be combined by contractors with EI2 rebates to offer up to $1750 for IHP work.

27 Program Providers Electric cooperatives Working with AIEC Corn Belt Energy Company JoCarroll Energy Providing BPI certification rebates Historic Chicago Bungalow Association Will begin to average 40/mo soon Delta Institute Weatherization Program Concluded work

28 Recognize and promote the program to homeowners and contractors within your service territory Provide a benefit for participation in IHP (rebate, recognition, financing, other incentives) Complete Quality Assurance. 100% file review, small percentage field review. BPI (100% 3-5, 20% next 20, 5% thereafter) Share set of required data with DCEO/MEEA to be shared with US DOE Participate in stakeholder process Utilities

29 IHP Awarded 200+ IHP certificates, 800 on the way! Expand IHP in partnership with new program providers Support home performance industry: $250 per certification BPI rebates Building Science Training Series Training calendar enewsletters Equipment Loan Program Building science hotline Recruit and enroll new qualified contractors New this year: Appraiser training Contractor meetings Innovative marketing models: Working on: IHP Participating Contractor equipment discounts Evaluate, Adapt, and Improve!

30 Get Started with a FREE Home Energy Profile on

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33 Contractor Codes

34 Contractor Listings

35 Building Science Training Series Home Performance Sales and Marketing (classroom and online) Reaching Your Target: Finding the Air/Pressure Boundary in Complex Houses Air Sealing Techniques Combustion Safety Testing 1 Day Crash Course Infrared Technologies HVAC Performance Testing Ventilation Systems: Proper Sizing and Installation Energy Modeling Software to Calculate Savings Whole Home Duct Leakage Analyses Using Duct Blaster and Pressure Pan Residential Air Sealing Giving Homeowners What They Want and Selling Them on What They Need Building Rendering As an incentive to our IHP contractors, for every third class purchased in the BSTS, we will award a credit of $50 towards any class of your choosing. The credit must be used in this series and do not have any real cash value so NO rebates will be offered for any credits not used.

36 US DOE HES

37 IL Code Diagnostic Testers Website On January 1 st, 2013, the State of Illinois implemented the 2012 Illinois Energy Conservation Code (based on the 2012 International Energy Conservation Code with Illinois amendments). As part of the new energy code, blower door testing is required to demonstrate a building infiltration rate of no more than 5 ACH50. Duct tightness testing is required where the air-handler or any portion of the ducts are located outside of the building thermal envelope or pressure boundary. The Illinois Department of Commerce and Economic Opportunity (DCEO) and the Midwest Energy Efficiency Alliance (MEEA) are providing a list of individuals who have taken training or hold certifications related to using building diagnostic equipment including, but not limited to, blower door and duct pressurization equipment.

38 IL Code Diagnostic Testers Website To be listed as a Blower Door Tester: Most BPI certifications RESNET/HERS Certification Duct and Envelope Tightness (DET) Certification To be listed as a Duct Diagnostic Tester: BPI AC/Heat Pump Professional BPI Heating Professional RESNET/HERS Certification Duct and Envelope Tightness (DET) Certification To get listed on the website, please visit

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40 Equipment Loan Program

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42 109,000 Direct mail pieces 18 Digital platforms in 4 weeks ~ 700 Interactions with people at booths or presentations at local events 5851 Unique visitors to website (Oct. to date) 458 Completed home energy profile 171 Start my projects 3:43s Avg visit duration 258 Calls to IHP toll-free # 11 Retrofits to date The energy improvements have made the temperature throughout our home much more stable, which is extremely important to us with our new baby, and we re already seeing lower energy bills. We re very happy to have had this work done and even more thrilled to learn that we are the first family in Berwyn to be honored for it. -Jennifer Chhatlani.

43 With all the gloom about housing prices these days, it is great to do something inexpensive that will improve the value of my house. A buyer will pay more for a home that costs less to live in. This was well worth the investment. And when I decide to sell my home, it will be listed as green on the MLS. And, from watching these home shows, more and more people are looking at buying and rehabbing green, Janet Jaback.

44 Will Baker Program Manager Midwest Energy Efficiency Alliance (312)

45 A Home Performance Contractor Test-in energy evaluation to determine the root cause of the issues with the home Make cost-effective improvements Test-out performance testing to verify that the improvements was done correctly

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47 BPI s Motto Do no harm To the occupants or the home

48 Combustion safety testing Blower Door test Duct leakage test (as needed) Static pressure test of distribution system Measure flow through exhaust equipment Verify insulation levels and performance IR scan during Blower Door test (look for bypasses)

49 Why Do We Test Homes? To determine what is and what is small

50 Building Science Hot Line Brian Kumer Illinois Home Performance Building Science HOT LINE ext. 3 Free to homeowners, renters, contractors, anyone looking for unbiased advice on specific home performance issues and improvements! Funded by DCEO To learn more go to:

51 Blower Door Test Equipment Two Blower Door Manufacturers The Energy Conservatory Retrotec

52 Perfect for Geo Retrofits Verify the PERFORMANCE of the building shell so the geo can do its job

53 What is a Thermal Bypass? A HUGE hole to the Outside!! 2 2

54 Blower Door Test & Infrared Scan

55 Thermal Bypass in Action

56 Duct Pressure Testing

57 Measuring Air Flow

58 Exhaust Fan Flow Hood The Energy Conservatory You will need to know how to operate this Flow Hood

59 Combustion Safety Testing

60 Is Your Mirror Foggy After A Shower?

61 Your Answer Should be, NO! 4 6 Dia. Duct