Energy Performance Contracting (EPC) is an innovative financing technique that uses cost savings from reduced energy consumption to repay the cost of installing energy conservation measures. Normally offered by Energy Service Companies (ESCOs), this innovative financing technique allows building users to achieve energy savings without up front capital expenses. The costs of the energy improvements are borne by the performance contractor and paid back out of the energy savings. Other advantages include the ability to use a single contractor to do necessary energy audits and retrofit and to guarantee the energy savings from a selected series of conservation measures.
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EPC Review Process
Checklists
Requests for Proposals
- RFP Checklist (MS-Word)
Energy Service Agreement (ESA)
- Completeness Review Checklist (MS-Word)
- Technical Review Checklist (MS-Word)
Guidance/Sample Documents
HUD Regulations / Notices / Procedures
- 24 CFR 990.185 - HUD's Financial regulations including energy incentives for EPC
- Part 990 Final Rule
- Part 990.185 Final Rule (01-16-2009)
- 24 CFR 965 - HUD regulations on utility allowances, utility metering and EPC
- 24 CFR 85.36 - HUD Procurement regulations
- HUD Procurement Chart
- PIH Notice 2011-36 - Guidance on Energy Performance Contracting
Forms
- Form 5369-A
- Form 5370
- Form 52722 (MS-Word)
Old Guidance
Standards
Federal Energy Management Program
EPC Database Summary Files
Alternative financing representatives (AFRs) at the Federal Energy Management Program (FEMP) can be contacted to assist with the Energy Performance Contract (EPC) process, answer questions, and access appropriate FEMP resources. FEMP also teaches EPC workshops and telecourses. Learn more about FEMP services and find an AFR.
- (NEW) RAD EPC FAQs - Q&A's will provide stakeholders information on RAD and how RAD transactions may or may not impact energy performance contracts.
- PIH Notice 2018-19 - Housing Opportunity through Modernization Act of 2016 (HOTMA) Implementation of Minimum Heating Standards in Public Housing Properties.
- PIH Notice 2018-20 , Partnering with Utility Companies on Energy Performance Contracts.
- PD&R Study on Energy Performance Contracts
- PIH Notice 2014-18: Guidance on On-Site Utility Technologies and the Rate Reduction Incentive in Public Housing
- PIH 2011-36: Guidance on Energy Performance Contracts
- PIH 2010-41
- PIH 2009-43
- State Energy Programs
- Learn more about the National Energy Policy
- Successful Energy Performance Contracts
- Answers to Common Questions