| Expiration Date: Pending Approval |
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| United States |
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| ENVIRONMENTAL PROTECTION AGENCY |
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| Washington, D.C. 20460 |
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ENERGY STAR Home Upgrade Service Provider Partner
Project Data Collection for Calendar Year XXXX |
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| Office of Atmospheric Programs |
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| This collection of information is approved by OMB under the Paperwork Reduction Act, 44 U.S.C. 3501 et seq. (OMB Control No. 2060-0528). Responses to this collection of information are voluntary (Section103(g) of the Clean Air Act). An agency may not conduct or sponsor, and a person is not required to respond to, a collection of information unless it displays a currently valid OMB control number. The public reporting and recordkeeping burden for this collection of information is estimated to be XX.X hours per response. Send comments on the Agency’s need for this information, the accuracy of the provided burden estimates and any suggested methods for minimizing respondent burden to the Regulatory Support Division Director, U.S. Environmental Protection Agency (XXXXX), 1200 Pennsylvania Ave., NW, Washington, D.C. 20460. Include the OMB control number in any correspondence. Do not send the completed form to this address. |
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| PARTNER NAME (Per your Partnership Agreement): |
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← Partner Name incomplete |
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| SUBMITTED BY (Your name): |
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← Submitted By incomplete |
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| IMPORTANT: Please read these instructions carefully before completing this form. |
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| Beginning in 2025, ENERGY STAR requires project data submissions for projects completed under the ENERGY STAR Home Upgrade Service Provider Partnership. This information is used to measure the impact of the partnership, view trends in the installation of efficient products, and evaluate the overall performance of the program to create the most value for participants. Data shared to ENERGY STAR by partners helps to demonstrate the importance of ENERGY STAR in the market and the benefits created by partners. This requirement is outlined in the partner commitments referenced in the ENERGY STAR partnership agreement. |
[Threaded comment]
Your version of Excel allows you to read this threaded comment; however, any edits to it will get removed if the file is opened in a newer version of Excel. Learn more: https://go.microsoft.com/fwlink/?linkid=870924
Comment:
@Hoffer, Danielle Have you looked at this recently? Anything to edit?
Reply:
Its still accurate, but I don't know if we should remove the mention of low income communities
Reply:
I'll leave that up to you
Reply:
Okay. I removed that. It is good to go now
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Partners are required to submit 2025 calendar year project data for ENERGY STAR certified products by completing the form(s) linked to below and sending it to EPA no later than March 1, 2026. Partners must include all projects completed following the 90-day onboarding period after a partnership agreement is signed by the EPA.
Service Provider Partners are required to submit the following data listed below, whether that is providing the exact fields in the sample collection form or other fields partners already use that capture this information. Please let us know if you do not collect any of the requested information:
• Census Tract Data (State Code, County Code, Tract Code left separate or combined) from output of batch address geographies. This can be found by visiting the United States Census Bureau webpage and uploading the following fields in a batch spreadsheet:
• Project ID (can just be 1,2,3, etc. or a company’s own unique identifier)
• Street Address
• City
• State
• Zip Code (5 digit preferred, but can use 9 digit)
• Installation status of the following products:
o ENERGY STAR Certified Heat Pump (e.g., air-source or mini-split)
o Smart Thermostat
o ENERGY STAR Certified Heat Pump Water Heater
o ENERGY STAR Certified Windows
o Attic Sealing and Insulation
o Electrical Upgrades (e.g., wiring, panel upgrades, EV chargers, solar, other smart technology)
• Applied rebates
o Utility, state, manufacturer, distributor
• Financing used
o Mechanism (e.g., greenbank, traditional bank, etc.) |
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| Submission Deadline: XXX, XX, XXXX |
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As stated on the form, partner companies must provide project data for all projects under an ENERGY STAR partnership completed within the United States from January 1, 2025 – December 31, 2025. Note:
• If an ENERGY STAR partnership was active for only part of the year, only count projects completed during that part of the year, following the 90 day onboarding process after an agreement is executed by the EPA.
• To ensure no double counting occurs, do not report projects completed under another company’s partnership.
• If a company completed no projects within the United States in 2025, it is still required to notify the EPA via email that it has completed zero projects. |
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Submission Deadline and Partnership Implications
As a term of partnership, the EPA collects unit and project data on an annual basis for program evaluation purposes. The EPA will release this information only as aggregated data and otherwise only to the extent required by law.
As stated on the form, partner companies must provide project data for all projects under an ENERGY STAR partnership completed within the United States from January 1, 2025 – December 31, 2025. Note:
• If an ENERGY STAR partnership was active for only part of the year, only count projects completed during that part of the year, following the 90 day onboarding process after an agreement is executed by the EPA.
• To ensure no double counting occurs, do not report projects completed under another company’s partnership.
• If a company completed no projects within the United States in 2025, it is still required to notify the EPA via email that it has completed zero projects. |
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| Thank you for supporting the ENERGY STAR program and for your cooperation with this important requirement. |
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EPA Form No. PFN-3400-2
OMB Control No. 2060-0528
As a term of partnership, the EPA collects unit and project data on an annual basis for program evaluation purposes. The EPA will release this information only as aggregated data and otherwise only to the extent required by law. |
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