2016 Residential Energy Efficiency Programs

Transcription

1 2016 Residential Energy Efficiency Programs 1

2 2016 BUDGETS Program 2016 Incentive Budget Home Energy Efficiency PR Incentive Range (Weekly) $15,302,058 $500 - $25,000 Reserve $500 - $50,000 - HVAC Low Income Weatherization $5,891,197 $500 - $15,000 - Reserve 2

3 IT S HERE! No more first come, first served. Each SP will have a reserved funding amount for HEE/LIW. Does not apply to multifamily options. There will be milestones. Funding is based on past performance and participation. You must request to participate by December 31, Five options: HEE Reserve, HEE Multifamily, LIW Reserve, LIW multifamily, HVAC only You must complete the application in EEPM (existing SPs) for all program options in which you want to participate. If you participated last year, Oncor will notify you of your funding by January 22, HEE participation is not required for LIW enrollment 3

4 RESERVED FUNDING ALLOCATIONS Reserved amount is determined by Oncor based on past performance and participation Prior year CFR Prior year PR volume Prior year on-site testing results Prior year lockouts Reserved funding may go up or down Miss a milestone, the total reserved amount will be reduced by the percentage of the milestone missed If other allotments are reduced, you may be asked if your reserved funding can be increased Fail an inspection? Funding goes back into your reserved allotment 4

5 RESIDENTIAL PROGRAM TIMELINE Date Event/Action Step 1 Dec Requests from SP's to PM Step 2 Jan 2-12 Step 3 Jan Step 4 Jan Review all s and determine funding level for each Program Option Contact each SP with allotted funding level for each Program Option SP submits a separate application for each Program Option Step 5 Feb 1 HEE and LIW Program Open No work should begin or will be accepted prior to February 1,

6 PROGRAM CHANGES - MILESTONES Date April 1 May 27 June 30 July 29 Aug 31 Sept 30 Percentage 10% 20% 40% 60% 80% 100% If a milestone is not met, the SP s allotment will be recalculated based on the total incentive value of submitted projects. Their allotted funding amount will be adjusted to a lower amount. Remaining milestones will be based on the revised allocation. Bottom Line: If a milestone is missed, the total funding allocation will be reduced by the same percentage as the percentage by which the milestone was missed. 6

7 THE APPLICATION (EXISTING COMPANIES) the Program Manager a request to participate in desired Program options by 5pm CST on December 31, Requests will be reviewed by Oncor between Jan Program Manager will contact each company between Jan with their reserve amount for each Program. Companies will be required to submit an individual Program Option application for each Program Option. Update profiles in EEPM. All Program Options are expected to open for production on Feb 1. 7

8 THE APPLICATION (NEW COMPANIES) Complete an Umbrella Agreement at and associate with the Residential Programs. the Program Manager a request to participate in desired Program options by 5pm CST on December 31, Complete the Form Fillable PDF application (found under Resources on EEPM) and then upload it to the Vendor Documents tab in EEPM. Evaluation criteria Thoroughness and completion of application, profile and supplemental documentation Company background, experience with energy efficiency and references Prior performance (if applicable) Employee training, certifications and organization structure Leadership engagement and technical expertise Application may be rejected for corrections only ONE time! 8

9 THE INTERVIEW (NEW COMPANIES) 20 minute interview with Company Owner and Certified Rater Service Provider Presents (15 minutes): Company overview Marketing of services and Oncor programs o Types of homes targeted/serviced and outreach activities/customer recruitment o Role of Oncor s program in marketing activities Technical knowledge: Explanation of how work is performed o Home assessment o Scheduling work o How work is performed o Follow up after work is completed Business plan o What percentage of business is anticipated from Oncor programs? o What are future growth plans? Question & Answer (5 minutes) 9

10 PROGRAM OVERVIEW Residential Standard Offer Programs 2016 Program Dates Activity ALL Program Options Key Dates Request to Participate to Program Dec Manager Program Application Jan Submission of Completed Production Reports Open Submission of Completed Production Reports Close Feb 1 Sept 30- Reserve Oct 30 Open * All documents to support the Program Application are due within 5 business days of the EEPM submitted Program Application 10

11 INCENTIVE CHANGES 2016 Incentives Infiltration: Reduced pre-improvement CFM from 4x to 3x the square footage Dollar cap of $600 (HEE Program) and $750 (LIW Program) Ceiling insulation: Capped at $2,000 per home in both HEE and LIW Programs HVAC: Minimum qualifying SEER of 16 Per system cap lowered from $3,000 to $2, Weekly Caps HEE Reserve: $25,000 HEE HVAC: $50,000 LIW Reserve: $15,000 11

12 INCENTIVE CHANGES - HVAC Incentives per Ton Air Conditioner - $221 $290 $333 $433 Heat Pump - $256 $328 $384 $478 Heat Pump Replacing Electric Resistance $1,410 $1,481 $1,570 $1,621 $1,692 These values are estimates based on the savings calculations as of 11/12/15 Maximum incentive for any HVAC measure is $2,500 Incentives do not reflect the 15% geographic adder for installations outside the 7 county DFW metro area 12

13 INSPECTION CHANGES On-site Inspector Observations for Service Providers. New companies and returning SP s that experienced high failure rates or testing issues will be required to have their first house scheduled with an on-site inspector to observe the SP s work. Should the SP fail to prove their work knowledge, installation of measures or proper testing procedures during the on-site observation, they will not be allowed to participate in the program. 13

14 REQUIRED FORMS IN 2016 Triplicate Forms Available: Host Customer Agreement Customer Certificate Income Eligibility (LIW Only) How to Order: Order online at oncorprovider.mastercraftprint.com Or contact Ja Nae or Jill at Mastercraft Ja Nae Adkins, Jill Bryant, Alternatively, you may request PDF files of the forms from the Program Manager for printing by another vendor 14

15 TRIPLICATE FORM ORDERING Pricing Host Customer Agreement Host Customer Certificate Income Eligibility (LIW only) Quantity Printed with Company Name $135 $160 $230 $135 $160 $230 $135 $160 $230 Generic $34.50 per 100 $34.50 per 100 $34.50 per 100 Shipping averages $ $18.00 * Pricing may change slightly, however you will be notified of the cost when you order or checkout. 15

16 PROGRAM MATERIALS FOR 2016 Marketing Material for Approved Service Providers Pre-designed materials for use in marketing activities. Ability to add your company name/logo to the material. Download on oncoreepm.com after program enrollment. 16

17 ONCOR ENERGY EFFICIENCY TIPS BROCHURE Leave a copy with each customer after work is completed! Brochures can be ordered online in quantities of 250 brochures for $25 per order. You will be responsible for purchasing additional brochures. To order, visit: 17

18 ADDITIONAL PROGRAM REQUIREMENTS ResNet itec Application Required use of smart phone or tablet in the field to use itec app itec Report required for air infiltration projects Download the itec App: View the instructional video: 18

19 CERTIFIED PROFESSIONAL ON-SITE REQUIREMENTS When a Home Energy Rater (HERS), Building Performance Institute (BPI), Performance Verification Technician (PVT) and/or Home Performance Professional (HPP) is required in the HEE and LIW Programs On-site when Measure is PR Summary Page signed Measure Installed Installed either HPP, PVT, by HERS or BPI Certified HERS, or BPI Certified Individual Required ** Individual Required * Duct Efficiency YES YES Infiltration Reduction YES YES Ceiling, Wall, or Floor Insulation YES YES *Either a PVT, HPP, HERS or BPI Certified individual is required to be on-site during the installation of duct efficiency, insulation, and infiltration reduction measures. **ONLY a HERS or BPI Certified individual is allowed and required to sign the PR Summary Sheet when installation of duct efficiency, infiltration reduction, or insulation has occurred. 19

20 THREE-STRIKE POLICY The Three-Strike Policy will be enforced Paperwork errors have been added to the Strike 1 list Major issues identified, such as fraud, improper work or testing protocols may result in permanent termination PR Submission All supporting paperwork must be received by Oncor within 5 business days. PR Summary, Host Customer Agreement, Host Customer Certificate and Income Eligibility Form (LIW only) Paperwork received at Oncor after 5th business day will not be accepted 20

21 THREE-STRIKE POLICY CAUSE FOR TERMINATION Forging customer Signature / income No Certified individual on site 21

22 PAPERWORK ACCURACY COMMON ERRORS Customer signature does not match Host Customer name Installed measures are missing required details Host customer name does not match name entered in EEPM Paperwork is not signed and/or dated (must be a wet signature) The association of the customer signature is not included (Host Customer Certificate) Paperwork not in correct order based on PR Summary Paperwork not stapled 22

23 POST INSPECTION COMMON FAILURES Wrong existing R-value listed for ceiling insulation Wrong heating type listed for duct and infiltration measures Wrong square footage is listed (measure the house) Not installing all accessible light switch and outlet gaskets Door weather-stripping, plumbing penetrations, window caulking not applied to all applicable locations Inaccurate testing results submitted NOTE: To ease scheduling of inspections, please capture and enter into EEPM the customer s address and if they will accept text messages. Please also indicate if the customer does not speak English. 23

24 FINAL TAKEAWAYS DO NOT start work until you are Approved. Keep insurance up to date throughout the ENTIRE year. If you change company name or Tax ID, contact the Program Manager immediately. Read the Program Manual. If you discover an error in submitted projects, contact the Program Manager immediately. Have a question? Call the Program Manager and ask before proceeding. 24

25 HOW TO BECOME A SERVICE PROVIDER 25

26 Click on Program Summary Pick program year

27

28

29

30

31

32

33

34

35

36

37

38

39

40

41

42

43

44

45

46

47

48

49

50

51

52 Click on radio button for the program

53 Click on Request application

54 Click if you want your company s name & number on the Oncor website Pick the measure you plan to install Pick the counties you provide services

55 Save your information

56 Click on Print Documents tab Click on Program Addendum-Print the sign

57 Click on paper clip to upload signed addendum

58 Submit application

59 How to Create a Project (PR) (Intro to Production Reports) 59

60 ADD A SITE/CUSTOMER Customer Info Add SP and Customer Contact info 60

61 ADD MEASURES Pull down menu for all the measures 61

62 ENTER THE REQUIRED INFORMATION FOR THE MEASURE Enter attributes for the measure 62

63 MEASURE IN OPEN CUSTOMER SITE LIST 63

64 CREATE A PRODUCTION REPORT Create a PR name and click the Create Production Report button 64

65 CLOSING THE CUSTOMER TO THE PR Choose the customer(s) by checking the box next to the customer Then click the button Close to PR Customer site(s) successfully closed to PR 65

66 SUBMITTING THE PR Once the customer(s) is closed to the PR click the Submit PR button to submit the PR 66

67 SUBMITTING THE PR The Final Steps after submitting the PR in EEPM are: Print and sign the PR Summary from the Print Documents tab Organize the original paperwork in the same order as the PR Summary and staple the HCA, HCC and Income Verification (LIW only) together behind the PR Summary (Copies of the paperwork should be given to the customer and retained by the SP for 3 years) Mail original paperwork to be received at the Oncor office within 5 business days of each PR submission. It is recommended the SP use a mailing service that provides a tracking service in case there are delivery issues. 67

68 SUCCESS You have completed the PR Process 68