Before implementing an air-source heat pump program for low-income customers, it is essential to conduct a thorough assessment of community needs and explore potential partnership opportunities. Conducting thorough research ensures that program staff have a deep understanding of the specific requirements and challenges faced by low-income households in their communities. Additionally, it provides valuable insights into the availability and capabilities of heat pump contractors and organizations working in the energy efficiency sector within the community. By carefully examining these factors, program designers can develop a more targeted and effective program that addresses the unique needs of low-income households while leveraging local resources and expertise.

The research phase involves:

Identifying Barriers

• Conduct comprehensive research to identify specific barriers faced by low-income households, such as financial constraints, information gaps, and substandard housing conditions
• Analyze how these barriers intersect and compound to create unique challenges for program implementation and adoption

Determining Needs

• Design and implement a multi-faceted approach to gather community input, including surveys, in-depth interviews, and focus groups.
• Synthesize collected data to create a detailed profile of community needs, preferences, and concerns regarding energy efficiency and heat pump adoption.

Analyzing Relevant Policies

• Conduct a thorough review of state and local energy policies, including building codes, energy efficiency standards, fuel switching allowances, and more.
• Identify potential policy conflicts or synergies to ensure the program aligns with and leverages existing regulations and initiatives.

Engaging Contractors

• Reach out to local HVAC contractors to assess their current capabilities, experience with heat pump installations, and capacity for program participation.
• Gauge contractor interest in joining a dedicated network for the program and identify training or certification requirements.

Exploring Partnership Opportunities

• Identify and evaluate potential partnerships with local entities, including government agencies, community-based organizations, and utilities.
• Develop a strategy for leveraging these partnerships to expand program reach, enhance credibility, and access additional resources or funding streams.
• Comprehensive research lays the groundwork for a program that effectively addresses community needs, aligns with local policies, and leverages strategic partnerships. These efforts ultimately contribute to a more inclusive and successful program implementation. 

The following resources can aid in conducting research prior to the program design phase.