1. Midwest Home
Performance Call:
Incentives
J. Will Baker
D. Jensen Adams & Glenda Abney
August 10th, 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!
– 29 people registered, from 13 states

3. Today’s Call
• Jensen Adams and Glenda Abney
presentation (30 minutes)
• Discussion around incentives, best
practices and challenges (45 minutes)
• Start w/ introductions from each call
participant w/ update on their local
program (1 min each)

4. Call Logistics
• Please mute your lines during the
presentation
• Press *6
• Don’t put the line on hold!
• Presentation will be posted by Friday on
www.mwalliance.org/

5. Incentives in Whole Home Programs
• Experiences in working with and without
incentives – the variety of options
• Determining levels and structures
• Designing the incentives to be useful in
driving demand for Whole Home/HPwES
programs/true efficiency improvements
– Leverage Programs
– Prove Value
– Strengthen the Impact

6. Sample Variety of Incentives in
Whole Home Programs
(using St. Louis programs as examples)
• St. Louis Regional Home Performance with
ENERGY STAR program – no incentives
• Local utility incentives for prescriptive equipment –
small incentives - useful, but no large scale impact
• St. Louis County SAVES – low interest loans for
prescriptive/hybrid based efficiency home
improvements – good incentives, true impact
• Energize MO Homes – large scale grants for
performance based efficiency – incentives too large,
potentially not making the desired impact

7. Determining Incentive Levels and Structures
• What kind of Incentive
– Rebates
– Loans
– Grants
– Direct Installs
• How will the desired efficiency level be determined
– Performance based
– Prescriptive based
• Regulations for approving fund dispersal
– NEPA, SHPO
– Credit scores, debt to income ratios
– Utility regulations – TRC and more
• Incentive Levels
– Totally free funds
– Provided after homeowner pays money but before full invoices
– Provided after homeowner pays all money to cover full invoices
– Enough to hook the interest of homeowners
– Enough to make them move forward
– Not too much to obscure the desired impact – home efficiency
And so much more!

8. Making the Incentives Useful -
Leveraging Outside the Box
•Programmatically designed Joint Rebate
Programs Using identical program structures
•Local home repair programs
Minor home repair, weatherization, lead abatement,
Christmas in October, trade union philanthropy –
leveraging the ability of the workforce
•Healthy home initiatives
asthma prevention, neurological symptoms, radon,
lead
http://www.greenandhealthyhomes.org/
•Planning long term
even if initial Incentives are short term

9. Designing Incentive Programs to Prove
the Value of Whole Home Programs
• Where the funding comes from will dictate the
discussion
• Defining the desired value
• Define how to meet the desired value
• Broaden your options for meeting the value
formula – e.g. include direct installs if need to meet
TRC
• Regional case studies needed for sample incentive
programs proving value requirements
• Remember to plan long term and to partner,
partner, partner

10. Strengthening the Impact –
Deep Energy Retrofits
•Customer Service / Advocates
One-stop-shop, I.T. tools for coordination, targeted
grassroots campaigns – going beyond the basic
incentive process to providing true customer service
– expands beyond the early adopters to truly
engaging the audience for long term impact
•Linked / Cross-market incentives
fuel-neutral measures that benefit electric and gas
savings, removing silos between measures

11. D. Jensen Adams
Associate Executive Director
Metropolitan Energy Center
Office: 816-531-7283
www.kcenergy.org
Glenda Abney
EarthWays Center Director
Missouri Botanical Garden
Office: 314-577-0288
www.mobot.org/sustainability
J. Will Baker
Program Associate
Midwest Energy Efficiency Alliance
Office: 312-673-2489
wbaker@mwalliance.org