California Solar Initiative Thermal Program. Contractor & Self-Installer Workshop

Transcription

1 California Solar Initiative Thermal Program Contractor & Self-Installer Workshop

2 CSI Thermal Program Workshop Agenda Overview of Solar Water Heating (SWH) Systems CSI-Thermal Program Eligibility Requirements Application Process Technical Requirements & Inspection Checklist Key Distribution 2

3 Housekeeping: Please sign in Turn off your cell phones Recycle Restrooms In case of emergency. 3

4 Purpose of Workshop Training Provides details of CSI-Thermal program Eligibility Requirements Incentive Structure Application process Training required for contractors and self-installer participation in CSI-Thermal Not a how to install/design/sell SWH systems. 4

5 INTRODUCTION TO CSI THERMAL PROGRAM 5

6 Program Background Senate Bill (SB) 1, 2006: Authorized $100.8 million of incentives for solar thermal technologies that displaced electricity usage Assembly Bill (AB) 1470, October 2007: Authorized $250 million incentive program to promote the installation of 200,000 solar water heating (SWH) systems that displace the use of natural gas by SWH Pilot Program, July 2007-December 2009: Administered by the California Center for Sustainable Energy (CCSE) in the San Diego Gas & Electric territory. 6 CSI-Thermal Program, January 2010: Single-family Residential-May 2010 Commercial/Multi-family- October 2010

7 Major Program Goals Significantly increase the size of the Solar Water Heating (SWH) market in CA 16% reduction in the cost of SWH systems by 2018 Reduce market barriers to SWH adoption, such as high permitting costs, lack of trained installers, lack of consumer knowledge and confidence in SWH technology 7

8 OVERVIEW OF SOLAR WATER HEATING TECHNOLOGIES 8

9 Basic Components a) Solar Collector b) Sensors, Controller c) Pump (Active Systems) d) Solar Storage Tank 9 Source: Schuco

10 Unglazed Flat-Plate Collector (typically used for pool heating) Solar pool heating systems are not eligible for incentives 10 Source: FAFCO Son Energy

11 Glazed Flat-Plate Collector 11 Source: EERE Butler Sun Solutions

12 Evacuated Tube Collector Source: Apricus CleanTech 12

13 13 Concentrating Collectors

14 Passive System: Integral Collector Storage (ICS) Passive System Open loop 14 Source: EERE

15 Passive System - Thermosiphon Closed loop glycol 2. Open loop thermosiphon systems are not eligible for an incentive 15 Source: FSEC

16 Active System Direct Forced Circulation NOT eligible for a CSI-Thermal incentive Freeze drain valve Open loop system (aka Recirculation) 16 Source: FSEC

17 Active System Indirect Forced Circulation: Closed Loop Glycol or Water 17 Source: EERE

18 18 Active System Indirect Forced Circulation Closed Loop Drain back

19 Solar Water Heating Process Map Solar Water Heater Types Open Loop (Direct) Closed Loop (Indirect) Active Passive Active Passive Direct Forced Circulation Thermosiphon Indirect Forced Circulation Thermosiphon Not eligible systems for incentives 3 Integral Storage Collector (ICS) 19

20 CSI THERMAL PROGRAM ELIGIBILITY REQUIREMENTS 20

21 Participants Eligibility Single Family Residential or MultiFamily/Commercial Natural Gas Program or Electric/Propane Program (depending upon how customer heats water) Customer Class and Incentive Rate determined by Utility rate Residential Rate = Single-family residential Commercial Rate = Commercial/Multi-family Master Meter Rate = Commercial/Multi-family 21

22 Participants Eligibility Host Customer: The utility customer of record at the location where the SWH system will be located. Natural Gas Customers of PG&E, SDG&E, SCG Electric Customers of PG&E, SDG&E, SCE Propane customers eligible if they are also electric customers of PG&E, SDG&E, SCE* 22

23 Participants Eligibility System Owner: Owner of SWH system at time incentive is paid Host Customer or Third Party 23

24 Participants Eligibility Applicant: Entity that completes/submits CSI- Thermal application Serves as main contact throughout process Eligible solar contractor or self installer will be the applicant for CSI-Thermal applications 24

25 Participants Eligibility, cont. Solar Contractor: Contractors must have an active A, B, C-4, C-36, or C-46 License Must attend one day workshop (today) Solar Contractor is the Applicant- will receive a key at the end of the workshop to register at 25

26 Participants Eligibility, cont. Self-Installer: Homeowners or building owners who choose to install a SWH system on their property. Must meet definition of Host Customer. Self-Installer is also the Applicant. Equipment Sellers: Refers to retail sellers such as manufacturers, distributors, retail businesses, and contractors. 26

27 Eligible Equipment Single-family Residential customers: must have SRCC OG-300 or IAPMO System Certification Allow for tank tankless Allow for Solar Storage tank substitution if Gallons and R-Value certified tank Installation must match OG-300 configuration exactly Multi-Family/Commercial customers: SWH systems must have SRCC OG-100 Collector Certification SRCC = Solar Rating & Certification Corp: IAPMO= International Association of Plumbing and Mechanical Officials: 27

28 Eligible Equipment All SWH Components must be new and unused, except for the following components: De-scaled copper piping Collector racking (design stamped by an Engineer to ensure the existing racks are appropriate for expected wind loading) Existing Storage tanks in multi-family/commercial projects 28 The tank must be in workable condition with no leaks. The tank must have at least R12 insulation. The Program reserves the right to request documentation confirming that this requirement is met. The tank can be plumbed to the solar system without impairing the functioning of the solar or auxiliary systems

29 SRCC & IAPMO Website Walk- Through

30 End Use Eligibility: Multi-family/Commercial Multi-family/commercial applications, SWH applications must directly consume the solar heated potable water, as opposed to using the solar heated water as a medium to carry heat for some other end use. In multi-family/commercial applications, DHW and commercial end uses are eligible. Combination Systems: Applicants must provide documentation proving DHW energy savings and stagnation protection for combination systems. Incentives will only apply to the DHW portion of the load. 30

31 End Use Eligibility: Single-family Residential Domestic Hot Water (DHW) end uses are eligible: water used, in any type of building, for domestic purposes (but not including space heating, space cooling, or swimming pool heating) drinking, food preparation, sanitation and personal hygiene 31

32 Ineligible Systems (not eligible for incentives) Pools, spas space heating, space cooling Combination systems that violate the OG-300 certification or single family residential sizing guidelines. Direct Forced Circulation, Open Loop Thermosiphon systems A SWH system that replaces a SWH system which previously received an incentive through the CSI-Thermal Program Portable systems or systems that are not permanently installed. A SWH system that received incentives from a utility Energy Efficiency program. End uses that do not directly consume the solar heated water, but rather use the water as a medium to carry heat for some other end use 32

33 Permit Requirements All SWH projects must receive a permit Eligibility is valid up to 24 months after date on final permit sign-off Contractors should be familiar with local code requirements as they relate to SWH installations 33

34 Site Definition For multi-family/commercial projects, site is defined as: The Host Customer s premises, consisting of all the real property and apparatus employed in a single enterprise on an integral parcel of land undivided, excepting in the case of industrial, agricultural, oil field, resort enterprises, and public or quasipublic institutions divided by a dedicated street, highway or other public thoroughfare or railway. Automobile parking lots constituting a part of and adjacent to a single enterprise may be separated by an alley from the remainder of the premises served. Separate business enterprises or homes on a single parcel of land undivided by a highway, public road, and thoroughfare or railroad would be considered for purposes of CSI-Thermal Program as separate sites. Note: The total incentives for multiple systems on one multi-family/commercial site cannot exceed the incentive cap per customer class ($500,00 for Natural Gas, $250,000 for Electric). 34

35 Shade Factor (SF) The Shade Factor is one of the variables in the incentive calculation formula. 35

36 Shade Factor Measure the average annual solar availability of the collector(s) is between 10am to 3pm For each percentage of average annual availability below 100% on the collector(s) between 10am and 3pm, there will be an equal percentage reduction in the system incentive payment. Example: 95% solar availability between 10am and 3pm=5% incentive reduction 36

37 Calculate the Shade Factor Solar Pathfinder Solmetric SunEye 37

38 Calculate Shade Factor, cont d Add total hours of shading between 10am and 3pm, based on shade analysis results Divide by total hours in the year between 10am and 3pm (1825) Example: 219 hours of shading/1825 hours= 12% Shade Factor = 88% 38

39 Surface Orientation Factor (SOF) The SOF is one of the variables in the incentive calculation formula. SOF value is determined by Azimuth and Tilt The ideal SOF = 1.0; Minimum SOF required =.75 SOF less than 1.0 receives a lesser incentive SOF less than.75 is not eligible for an incentive 39

40 Surface Orientation Factor (SOF) 40 NE = Not Eligible * Please reference the manufacturer instructions for collectors tilted at 0

41 Collector Tilt Tilt - Angle at which the collectors are mounted relative to 0º (flat horizontal surface) Ex. 30º tilt angleº 41

42 What is True Azimuth? True Azimuth the angle, usually measured in degrees( ), between a reference point (True North Point 0 ) and the direction of interest (direction collectors are facing) The magnetic azimuth is measured using a compass, which does not represent the true north point because of the Earth s magnetic fields Therefore, the magnetic azimuth must be corrected by adding (in Western U.S.) the magnetic declination of a specific location to give true azimuth Magnetic Declination Magnetic North on a Compass 42

43 Magnetic Declination Correction Look up magnetic declination for specific location at: ( Enter in zip code, and it will calculate the magnetic declination for that location. For example: If you are in San Francisco and your compass shows you a reading of 180, you would look up the zip code (e.g ) and add the given correction for magnetic declination of 14 to get a true azimuth of

44 Tips for Determining Azimuth Try to stay ft away from metal, motors, rooftop package units or magnets Store compasses away from cell phones and magnets Do not place compass directly on collector or racking in case there are any magnetic fields present Check reading against tools like GoogleEarth. 44

45 Warranty Requirements Collector Manufacturer: 10-year minimum Contractor: 1- year minimum on installation labor and workmanship 10-year minimum to protect the purchaser against more than a 15% degradation of system performance that may occur as a result of faulty installation 45

46 Energy Efficiency Requirements Energy Efficiency Survey/Audit: required for all existing residential and commercial buildings or proof of Title 24 energy efficiency compliance Must have been performed during the past three years Acceptable surveys include online, telephone, or onsite audit provided by the utilities, Program Administrators, or a qualified independent vendor or consultant 46

47 Energy Efficiency Requirements All accessible hot water piping must be insulated with a minimum of R2.6 If there is a recirculation loop, all accessible piping must be insulated with a minimum of R2.6 47

48 48 Sizing Parameters

49 System Sizing 49 Single Family Projects size according to Gallons of hot water used per day (GPD) Number of occupants 1 st person= 20 GPD; 2 nd person= 15 GPD; Each person thereafter=10 GPD Or Number of bedrooms (if unnoccupied) 1 st bedroom= 20 GPD; 2 nd bedroom= 15 GPD; Each bedroom thereafter=10 GPD Collector Sizing Cannot exceed 1.25 ft 2 of collector area per GPD

50 System Sizing Example Single Family project example: 3 occupants 45 gallons of hot water per day ( ) Collector Area: Cannot Exceed (45 X 1.25) 50

51 System Sizing: MF/Commercial There are several options that can be used for GPD sizing of Multi-family/Commercial projects Depending on the type of structure (existing vs. new construction) 51

52 System Sizing: MF/Commercial Option 1 Multi-family (MF)/Commercial Projects Annual average GPD is estimated based on the Maximum GPD Guideline Table (Appendix D) of the CSI-Thermal Handbook. SWH systems for the building types listed in Maximum GPD Guideline Table may be sized using the GPD value in this table for the appropriate building type. The GPD values in the table are maximum values. Systems may be sized using a lesser GPD assumption. 52

53 System Sizing: MF/Commercial Option 2 Building types not listed in the Maximum GPD Guideline Table must do one of the following (may also be used for building types in Maximum GPD Table): Meter hourly actual hot water consumption using a flow meter with accumulator for a minimum of 60 calendar days and adjust for seasonal variability to obtain an annual average GPD and hourly usage profile. Hot water consumption calculation must be stamped by a P.E. Refer to Appendix H for more information. Meter hourly natural gas or electric consumption at the water heater for a minimum of 60 days and adjust for seasonal variability to obtain an annual average GPD and hourly usage profile. Water heater gas or electric meter consumption calculation must be stamped by a P.E. Refer to Appendix H for more information. For new construction, where metering cannot be performed, estimated annual average GPD and hourly usage profile calculations may be submitted. Estimates must be stamped by a P.E. Refer to Appendix H for more information. 53

54 Metered Data A load Profile must be created from the 60-day metered data The load profile must show hourly hot water gallon demand for a typical year (8760 hours) Hourly Hot Water Gallon Demand: Hour number one must represent the first 60 minutes of the first day of the year from midnight-1:00 am Hot Water Draw, Gallons Per Hour: Gallons consumed in a given hour Recirculation Loop Pump Status: On (1) or off (0) in a given hour Data file must me uploaded in tab delimited format 54

55 System Sizing: MF/Commercial Option 3 New Construction Only Since metering cannot be performed, estimated annual average GPD and hourly usage profile calculations may be submitted. Estimates must be stamped by a P.E. Refer to Appendix H for more information 55

56 System Sizing: MF/Commercial Fluid collector square footage cannot exceed 1.25 times the GPD, or 1.85 times for air collectors. Systems with two or more tanks must have a minimum of one gallon of storage per square foot of collector. Systems using unglazed collectors must have a minimum of 0.33 gallons of storage per square foot of collector. Systems using air collectors must have a minimum of 0.68 gallons of storage per square foot of collector. One-tank systems must have a minimum of 1.25 gallons of storage per square foot of collector. Systems using unglazed collectors must have a minimum of 0.41 gallons of storage per square foot of collector. Systems using air collectors must have a minimum of0.84 gallons of storage per square foot of collector. 56

57 Storage Exceptions (Multi-family/Commercial) Reduced solar storage tank volume may be justified under some circumstances as long as overheat protection is maintained. For systems not meeting the solar storage volume requirements: Must provide documentation justifying the reduced storage and indicating how overheat/stagnation will be prevented Must be stamped and signed by a State of California licensed Professional Engineer (P.E.) 57

58 CSI THERMAL PROGRAM INCENTIVES & APPLICATION PROCESS 58

59 Incentive Budget CSI-Thermal total program incentive budget is approximately $280,800,000: $180,000,000 for natural gas displacing SWH systems Additional $25 Million for low-income Up to $100,800,000 for electric displacing SWH systems 45% of the total incentive budget is reserved for singlefamily residential customer SWH systems 55% of the total incentive budget is reserved for commercial or multifamily SWH systems. 59

60 Incentive Steps 4 Step declining incentive structure Steps decline as we receive more projects and step budget allocations are fulfilled for each customer class Steps move independently by Customer Class and Program Administrator Electric incentive steps change when natural gas steps change Trigger Tracker: 60

61 Natural Gas (Pre-July 3, 2012) Step Customer Class $/ therm displaced Incentive Cap Budget Allocation PG&E Budget Allocation 1 Residential $12.82 $1,875 $20 Million 7.8 Million Commercial/Multifamily $500,000 $30 Million 11.7 Million 2 Residential $10.26 $1,500 $18 Million 7.02 Million Commercial/Multifamily $500,000 $27 Million Million 3 Residential $7.69 $1,125 $18 Million 7.02 Million Commercial/Multifamily $500,000 $27 Million Million 4 Residential $ $16 Million 6.24 Million Commercial/Multifamily $500,000 $24 Million 9.36 Million 61

62 Natural Gas (Post July 3, 2012) Step Customer Class $/ therm displaced Incentive Cap Budget Allocation PG&E Budget Allocation 1 Residential $18.59 $2,719 $29 Million $11.31 Million Commercial/Multifamily $14.53 $500,000 $34 Million $13.26 Million 2 Residential $13.11 $1,919 $23 Million $8.97 Million Commercial/Multifamily $9.88 $500,000 $26 Million $10.14 Million 3 Residential $7.69 $1,125 $18 Million $7.02 Million Commercial/Multifamily $6.55 $500,000 $23 Million $8.97 Million 4 Residential $3.23 $475 $11 Million $4.29 Million Commercial/Multifamily $3.13 $500,000 $16 Million $6.24 Million 62

63 Electric (Pre-July 3, 2012) Step Customer Class $/kwh displaced Max Incentive 1 Residential Comm/Multifamily 0.37 $ $250,000 2 Residential Commercial/Multifamily 0.30 $1,025 $250,000 3 Residential Commercial/Multifamily 0.22 $750 $250,000 4 Residential Commercial/Multifamily 0.14 $475 $250,000 63

64 Electric (Post July 3, 2012) Step Customer Class $/kwh displaced Max Incentive 1 Residential Comm/Multifamily $1,834 $250,000 2 Residential Commercial/Multifamily $1,311 $250,000 3 Residential Commercial/Multifamily $752 $250,000 4 Residential Commercial/Multifamily $329 $250,000 64

65 Low-income Incentive Structure (Single-family) Step Single-Family Low-income Incentive per therm displaced Single-Family Low-income Projects Incentive Caps 1 $25.64 $3,750 2 $20.52 $3,000 3 $15.38 $2,250 4 $9.40 $1,376 65

66 Low-income Incentive Structure (Multi-family) Step Multi-family Low-income Incentive per therm displaced Multi-Family Low-income Projects Incentive Caps 1 $19.23 $500,000 2 $15.39 $500,000 3 $11.53 $500,000 4 $7.05 $500,000 66

67 Residential (all) and Commercial/Multifamily 250kWth Lump Sum Payment One-time payment Based on estimated therm of kwh savings provided by the CSI-Thermal Calculator Paid after project is completed, approved, and inspected (if applicable) 67

68 Commercial/Multi-family > 250kWth 70/30 True-Up Payment Payment made in two parts: 1) Commercial/Multi-family calculator estimates therm or kwh savings. PA pays 70 percent of that incentive after Incentive Claim and Inspection (if applicable) are approved 2) System is then metered/monitored for 12 consecutive months. PA pays the true-up incentive amount by subtracting the initial 70 percent incentive payment from the final metered incentive amount. 68 *Program will pay no more than 110% of estimated incentive

69 70/30 True-up Example Actual energy savings less than expected Estimated energy savings is 12,000 therms per year which equates to a $153,840 incentive ($12.82 x 12,000) PA pays 70 percent of this amount, or $107,688 ($153,840x.70), once the project is completed, approved, and inspected (if applicable) Customer s energy savings is then measured for twelve months and is found to be 10,500 therms Based on the actual metered energy delivered from the SWH system, the total incentive amount is $134,610 (10,500 therms x $12.82 per therm) PA then pays the true-up incentive payment of $26,922 ($134,610 - $107,688 upfront lump sum incentive) 69

70 SRCC OG-300 Incentive Calculator 4 Factors: 1) SRCC estimated annual energy savings, based on the CEC climate zone of the project site 2) Incentive Step Level at the time the Incentive Claim Form is approved 3) Surface Orientation Factor (SOF), which includes the azimuth and tilt of the collectors 4) Shade Factor Incentive Calculation Formula: (SRCC OG-300 estimated annual energy savings) X (Current Incentive Step Level) X (SOF) X (Shade Factor)= $ Incentive Amount 70

71 Example: OG-300 Incentive Formula (Natural Gas) 1. Annual Energy Savings =125 therms 2. Step 1= $18.59/per therm saved 3. Surface Orientation Factor= Shade Factor= 98% solar availability Calculation: 125 therms x $18.59 x 1.0 X 0.98 = $2,277 71

72 Example: OG-300 Incentive Formula (Electric) 1. Annual Energy Savings =2780 kwh 2. Step 1= $0.54/per kwh saved 3. Surface Orientation Factor= Shade Factor= 98% solar availability Calculation: 2780 kwh x $0.54 x 1.0 X 0.98 = $1,471 72

73 OG-300 Incentive Calculator Fill in one of these 73

74 OG-100 Multi-Family/Commercial Incentive Calculator Not a design tool It is strictly a tool to estimate the incentive Run by TRNSYS software May take 15 plus minutes to obtain results Available at 74

75 OG-100 Incentive Calculator Demonstration 75

76 Multi-Family/Commercial Incentive Calculator Demonstration 76

77 77 OG-300 Incentive Calculator Results

78 Multi-Family/Commercial Incentive Calculator Scenario: Multi-family Building 10 units Max 42 GPD/Unit 42 x 10 = 420 GPD (maximum) 78

79 79

80 Metering Requirements Purposes of Metering 1) Customer Performance Metering System owner knowledge of system performance Required for systems >30kWth 2) True-up Payment Required for systems>250kwth Metering is encouraged for projects that are not required to have it 80

81 Application Process Application must be completed using the CSI- Thermal online database: Eligible Contractor completes the application for the customer Documents may be submitted online or by mail Online documents must be in pdf format Database demonstration will be provided today 81

82 Application Process- Single Family Residential One-Step Process: Incentive Claim Form and supporting documentation are submitted after the final signed-off building permit obtained 82

83 Application Process- Single-Family Residential Documentation: Incentive Claim Form (ICF): Complete with signatures (originals not required) Energy Efficiency Audit or Title 24 documentation: Must be within the past 3 years Executed Agreement to purchase and install an eligible SWH System: Agreements must be legally binding and clearly spell out the scope of work, terms, price, and SWH system components to be installed. Executed Alternative System Ownership Agreement: If System Owner is Different from Host Customer Final Signed-off Building Permit: Must be after July 15, Authorization to Receive Customer Information or Act on a Customer s Behalf: Only required for SDG&E applicants

84 Application Process: Commercial/Multi-family 30kWth Two-Step Process 1. Reservation Request Form and supporting documentation submitted prior to installation Incentive rate locked in upon approval of Reservation Request Form and supporting documentation (Confirmed Reservation) Confirmed Reservation valid for 18 months 2. Incentive Claim Form and supporting documentation are submitted after the final signed-off building permit obtained 84

85 85 Two-Step Process Documentation Step 1: Reservation Request Reservation Request Form (RRF): Complete with signatures (originals not required) Energy Efficiency Audit or Title 24 documentation: Must be within the past 3 years Executed Agreement to purchase and install an eligible SWH System: Agreements must be legally binding and clearly spell out the scope of work, terms, price, and SWH system components to be installed. Executed Alternative System Ownership Agreement: If System Owner is Different from Host Customer Authorization to Receive Customer Information or Act on a Customer s Behalf: Only required for SDG&E applicants GPD justification: signed by P.E. if customer s building type is not on the Maxium GPD Guideline Table, see Appendix D. Solar Storage Tank Volume Justification: signed by P.E. if tank volume is less than requirements. Step 2: Incentive Claim Incentive Claim Form (ICF): Complete with signatures (originals not required) Final Signed-off Building Permit: Must be after July 15, 2009

86 Application Process: Commercial/Multi-family > 30kWth Three-Step Process 1. Reservation Request Form and supporting documentation submitted prior to installation Incentive rate locked in upon approval of Reservation Request Form and supporting documentation submitted (Confirmed Reservation) Application Fee required Conditional Reservation Proof of Project Milestone submitted which contains the executed contract. Must be submitted within 60 calendar (90 for gov t/non-prof) of the Conditional Reservation Confirmed Reservation given upon approval 3. Incentive Claim Form and supporting documentation are submitted after the final signed-off building permit obtained Must be submitted within 180 days of the Conditional Reservation

87 87 Three-Step Process Documentation Step 1: Reservation Request Reservation Request Form (RRF): Complete with signatures (originals not required) Energy Efficiency Audit or Title 24 documentation: Must be within the past 3 years Application Fee Authorization to Receive Customer Information or Act on a Customer s Behalf: Only required for SDG&E applicants GPD justification: signed by P.E. if customer s building type is not on the Maxium GPD Guideline Table, see Appendix D. Solar Storage Tank Volume Justification: signed by P.E. if tank volume is less than requirements. Step 2: Proof of Project Milestone Executed Agreement to purchase and install an eligible SWH System: Agreements must be legally binding and clearly spell out the scope of work, terms, price, and SWH system components to be installed. Executed Alternative System Ownership Agreement: If System Owner is Different from Host Customer Step 3: Incentive Claim Incentive Claim Form (ICF): Complete with signatures (originals not required) Final Signed-off Building Permit: Must be after July 15, 2009

88 Application Fee Capacity (kwth) Capacity (kwth) Application Fee = $1, = $2, = $5, ,040 = $10,000 1,041 - No Limit = $20,000 88

89 Application Fee Process Must be submitted within 30 days of Reservation Request receipt May be mailed at the same time Reservation Request documentation submitted Payment must reference: Host Customer Name Project ID. e.g. PGE Invoice will be issued as part of the Reservation Request submittal Failure to submit payment within 30 days will result in cancellation of application 89

90 Refund of Application Fee Application fees will be refunded in the following cases: Once systems are complete, the application fee will be refunded. No interest will be paid on refunded application fees. If upon eligibility screening the project does not qualify for the CSI-Thermal Program. No interest will be paid on refunded application fees. If the application fee was invoiced and a refund is due, PAs will pay the invoiced party. 90 If the application fee was not invoiced and a refund is due, PAs will pay the party that submitted the application fee.

91 91 Forfeit of Application Fee Application fees will be forfeited in the following cases: Once a conditional reservation is granted and the PA rejects the project for failing to meet adequate proof of project milestone or reservation expiration date requirements. Once a confirmed reservation is granted and the project is cancelled or withdrawn by the Applicant and/or Host Customer. If a project reservation is allowed to lapse and the project is later built under a new reservation, the application fee for the previous reservation will be forfeited. If a confirmed reservation is granted and the incentive level has been reduced (due to Commission directive, moving to the next step, etc.), the Applicant and Host Customer will be notified and given 20 calendar days to submit request to withdraw their reservation request without losing their application fee. If the application is not withdrawn within the 20-day period, the Applicant will forfeit the application fee if it subsequently withdraws or fails to pursue its project. All forfeited application fees will be re-allocated to the PAs CSI-Thermal Program budget

92 92 Low-income CSI-Thermal

93 Low-income $ 25 Million dedicated incentives Higher Incentives Natural Gas water heating customers only Projects that have already received CSI-Thermal incentives are not eligible Launch Date: March 29th 93

94 Low-income Budget PA Budget Allocation Total Incentive Budged (in millions) PG&E 39.0% $9.75 CCSE 10.0% $2.5 SCG 51.0% $12.75 Total 100.0% $25 *Incentive budget is separate from the $180 million allocated for the mainstream CSI-Thermal Program. 94

95 Single-family Low-income Eligibility Site must be occupied by the homeowner and/or applicant System must be owned by the homeowner Registered in a Commission approved and supervised gas corporation Energy Savings Assistance Program (ESAP) The property will be required to remain low-income for at least 10 years from the time of the SWH system installation 95

96 Single-family Low-income Eligibility The property at which the system will be installed must meet one of the following conditions: a resale restriction between the homeowner and a public entity or a qualifying nonprofit affordable housing provider; an equity sharing agreement for which the homeowner does not receive a greater share of equity than described in paragraph (2) of subdivision (c) of Section of the Government Code, between the homeowner and a public entity or a qualifying nonprofit affordable housing provider; a presumed resale restriction that exists because the residence is located in an enterprise zone, including Targeted Employment Areas (TEAs), as determined by the California Department of Housing and Community Development; or 96 a presumed resale restriction that exists because the property is located in an area that was included in a neighborhood revitalization strategy as part of the local municipality s consolidated community development plan filed with the federal Department of Housing and Urban Development.

97 Multi-family Low-income Eligibility The benefits of the SWH system must be passed to the low-income residents through reduced energy costs Applicant will need to provide an Affidavit explaining how The total value of the benefits provided to the tenants shall be no less than 30% of the total incentive amount Property Must meet one of the following: 97 Definition of low-income residential housing in Public Utilities Code (PUC) Section 2861(e) At least 50 percent of all units in the multi-family housing structure are occupied by ratepayers that are participating in a Commission approved and supervised gas corporation ESAP

98 Multi-family Low-income Eligibility cont. Public Utilities Code (PUC) Section 2861(e)2 A residential complex in which at least 20 percent of the total units are sold or rented to lower income households, as defined in Section of the Health and Safety Code, and the housing units targeted for lower income households are subject to a deed restriction or affordability covenant with a public entity that ensures that the units will be available at an affordable housing cost meeting the requirements of Section of the Health and Safety Code, or at an affordable rent meeting the requirements of Section of the Health and Safety Code, for a period of not less than 30 years. 98

99 Multi-family Low-income Eligibility ESAP Participation (50%): Property must remain low-income for 10 years from the time of installation And 99

100 Multi-family Low-income Eligibility The property at which the system will be installed must meet one of the following conditions: a resale restriction between the homeowner and a public entity or a qualifying nonprofit affordable housing provider; an equity sharing agreement for which the homeowner does not receive a greater share of equity than described in paragraph (2) of subdivision (c) of Section of the Government Code, between the homeowner and a public entity or a qualifying nonprofit affordable housing provider; a presumed resale restriction that exists because the residence is located in an enterprise zone, including Targeted Employment Areas (TEAs), as determined by the California Department of Housing and Community Development; or a presumed resale restriction that exists because the property is located in an area that was included in a neighborhood revitalization strategy as part of the local municipality s consolidated community development plan filed with the federal Department of Housing and Urban Development. 100

101 101 Application Process Summary

102 Complete Reservation Request Form PA receives new Reservation Request for review: Documentation complete= Application Approved Incentive amount locked in Contractor and System Owner notified 102

103 Incomplete Reservation Request Form PA receives new Reservation Request for review : Documentation incomplete= Application Suspended Contractor notified of incomplete documentation 20 days to submit corrections Corrections not submitted within 20 days=cancelled project; Contractor must re-submit application Incentive amount NOT locked in until all documentation is complete 103

104 Complete Incentive Claim Form PA receives new Incentive Claim for review: Documentation complete= Application Approved Incentive amount locked in (Single-family residential) Project is a) processed for payment or b) selected for inspection Contractor and System Owner notified 104

105 Incomplete Incentive Claim Form PA receives new Incentive Claim for review : Documentation incomplete= Application Suspended Contractor notified of incomplete documentation 20 days to submit corrections Corrections not submitted within 20 days=cancelled project; Contractor must resubmit application 105

106 Payment Process Upon final approval of the Incentive Claim Form and passed onsite field inspection (if applicable), the PA will disburse the CSI-Thermal Program incentive payment. Payment will be made to the Host Customer or a third party as indicated on the Incentive Claim Form, and will be mailed to the address provided. 106

107 107

108 CSI Thermal Database Support Information CSI Thermal Support CSI Thermal Support Hotline: (888)

109 Onsite Field Inspection Process Required: First 3 ICFs for projects that displace 250kWth or less First 3 ICF for projects that displace more than 250kWth PAs will inspect a random sample of projects thereafter Contractors are encouraged to attend inspections 109

110 Onsite Field Inspection Results Infractions: Items that do not require corrections, but are identified as educational items for improvements on future projects Failure items: Items that do require corrections and will delay the incentive payment. Failure Sanctions will be imposed. (Failure items will be discussed in detail in the technical Section of this presentation) 110

111 Onsite Field Inspection Results PAs notify System Owner and Contractor of Inspection Results Inspection may uncover incorrect SOF or shading, resulting in a change in the estimated incentive amount Results: Pass = Process Payment Fail = Failure Sanctions 111

112 Failure Sanction Process: Notification Applicant will either accept or dispute the results: 112 Accepted results: 30 days to correct the failure item(s) Re-inspection may be onsite or via photos of corrections Failure to correct items may be grounds for removal from the program Disputed results: Appeal in writing to the PA within 30 calendar days of notification Panel will review and notify of the decision within 60 days

113 Failure Sanction Process Three failures* in a rolling 12-month period= Probation for 6 months Re-attend Contractor/Self Installer training workshop Additional program applications will not be processed until completion of the workshop Five failures* in a rolling 12-month period= Disqualification from the program for a minimum of 6 months. *Failures are tracked across all PA territories 113

114 CSI THERMAL PROGRAM TECHNICAL REQUIREMENTS & INSPECTION CHECKLIST 114

115 Technical Requirements Inspection Checklist Failure Items Infraction Items Inspection Checklist 115

116 Inspection Checklist Condensed from SRCC OG-300 Shows OG-300 Section reference MF/Commercial system designers must follow SRCC OG-300 Standards Extracts exact language relevant to installers and commercial designers Explains CSI-Thermal Program interpretations Identifies 18 Failure Items & 18 Infractions 116

117 Summary of Failure Categories Collector / system certification Freeze and stagnation protection, operating limits controls Pipe insulation UV radiation protection Back thermosiphon protection Leak and water damage protection Appropriate mounting, structural supports Appropriate storage tanks, waterproofed Appropriate controls, sensors, and electrical wiring Owner s manual 117

118 Failures Item: Collector Collector: Must be SRCC certified, labeled, and consistent with Incentive Claim Form Must have stagnation control measures Must have freeze protection measures Collector Flow Rate/Distribution: In multiple collector arrays, the instantaneous flow rate variations between collectors shall not exceed 10% of the array average flow. Surface Orientation Factor: Collectors must have an SOF value of between 0.75 and

119 Non-certified collectors 119

120 Failure Item: Freeze Protection Collectors may freeze at ambient temperatures of 42 F or higher (every CA climate zone has had these temperatures) 2 freeze protection mechanisms shall be provided on each system where the collector fluid is water. Manual intervention (draining, changing valve positions, etc.) is suitable as one mechanism Pipe slope for gravity draining shall have a minimum 1/4 inch per foot vertical drop Freeze protection information should be labeled See handbook for more information. 120

121 Failure Item Operating Limits (Stagnation/Overheat Protection) High collector fluid temperatures (over 200 F) can be generated in the collector This heat may damage glycol and/or critical system components, and may pose a serious risk of scald injury to humans 121

122 ICS Freeze and Overheat Protection Thermal Mass = Freeze and overheat protection Freeze protection generally limited to infrequent or light freeze climates Summer Vacation overheat protection- Drain collectors 122 Source: SunEarth CPAU

123 Thermosiphon Freeze and Overheat Protection Freeze Protection= Antifreeze (Glycol) Overheat Protection= Expansion Valve Source: SunEarth CleanTech 123 (Open passive thermosiphon is not eligible for an incentive)

124 Closed Loop Glycol Freeze and Overheat Protection 124 Freeze Protection Anti-freeze fluid (Propylene Glycol) with a heat exchanger Very good freeze protection Over Heat Protection Summer Vacation- Advanced Controller with vacation/holiday mode Advanced Controller with thermal cycling function Heat Dump Radiator Steam Back Pressure Stagnation Protection

125 Closed Loop Drain Back- Freeze and Overheat Protection System designed to drain water from the collector when pump stops = Freeze and Overheat protection Simplest and most reliable freeze and overheat protection measures if continuous drainback slope can be obtained 125

126 Failure Item: Collector Flow Rate In multiple collectors arrays the instantaneous flow rate variation between collectors shall not exceed 10% of the array average flow. 126

127 Failure Item: Pipe Insulation All accessible hot water piping and the final 5 feet of metallic cold water supply pipe leading to the system shall be insulated with R-2.6 F-ft2-hr/Btu or greater insulation. Insulate over fittings 127

128 Poor Insulation Technique 128

129 Failure Item: Protection from UV Radiation Insulation must be protected from UV by jacketing or at least two coats of the insulation manufacturer's recommended UV coating, or at least two coats of exterior grade latex paint. 129 Source: Sunlight and Power good jacketing to protect insulation

130 Insulation Protection Unprotected Protected 130

131 131 Insulation gap

132 Was plastic and not protected 132

133 Should miter & cover 133

134 Failure Item: Back Thermosiphon Prevention Prevention is required for undesired escape from storage through thermosiphoning action. Acceptable means are check valves, solenoid valves, and/or 18" heat traps. 134

135 135 CV mounted wrong

136 Failure Item: Leaks and Water Damage Protection All potable water sections of a solar water heating system shall not leak when tested. SWH systems shall be installed so water flowing off the collector surface or pressure relief valve shall not damage the building or cause premature erosion of the roof. 136

137 Failure Item: Structural Supports Wind loading and filled collector weight should not exceed load ratings of building, roof, roof anchorage, foundation or soil. 137 Wrong mount clip method Proper mount clip used, but still not properly clipped.

138 Failure Item: Mounting errors 138

139 Structural 139

140 Structural Challenge 140

141 Failure Item: Solar Tank Capacity, make, and model must be in compliance with SRCC OG-300* system or in compliance with SRCC guidelines for OG-100 systems Waterproofing: Underground and above ground unsheltered storage tanks shall be waterproofed to prevent water seepage. *Tank substitutions permitted as long as size (gallons) and R-value are of substituted tank are equal or greater than certified tank 141

142 Failure Item: Waterproofing Underground and above ground unsheltered storage tanks shall be waterproofed to prevent water seepage. Storage tanks used outdoors shall be rated for outdoor use. 142

143 Failure Item: Collector Circulation Control The collector subsystem control shall be designed to be compatible with control requirements of the system. 143

144 Failure Items: Control Line and Sensors Shall be sufficiently protected from degradation or from introducing false signals Weather-exposed wiring must be rated sunlight and moisture resistant and comply with NEC Articles 340 and 690. Sensor wiring shall be separated from hot collector piping and shall be protected from UV 144

145 145 Wire nuts not weather protected

146 Strap on Sensor 146

147 Do not do this! 147

148 Poor Sensor Placement 148

149 Sensor is not attached to the collector absorber or return pipe. 149

150 Must use stainless steel hose clamp or immersion well. 150

151 Sensor Wire 151

152 Believe it or not, this sensor was attached to the outer wall of the solar tank! 152

153 Failure Item: Owner's Manual An owner's manual or manuals shall be provided with each SWH system and should contain the following: The name, phone number and address of the system supplier The system model name or number A description the operation of the system and its components The procedures for operation and maintenance 153

154 Summary of Infraction Categories Missing details in owner s manual Mixing Valve Bypass valves, air traps, and pressure relief valves Operating indicators Fluid / safety labeling Rain / snow build-up Expansion tank sizing Appropriate pumps and controllers Main shut-off valve Maintenance accessories Protection of buried components Pipe hangers and supports, pipe sloping Thermal expansion protection Appropriate building penetrations 154

155 CLOSING REMARKS 155

156 Program Administrator s Contact Information Pacific Gas and Electric: Phone: (877) solar@pge.com Website: California Center for Sustainable Energy (SDG&E territory): Phone: (877) 333-SWHP swh@energycenter.org Website: Southern California Gas Company: Phone: (800) Gas CSIThermalProgram@SoCalGas.com Website: Southern California Edison: Phone: (866) CSIGroup@sce.com Website: 156

157 Resources Slides Classes/Workshops PG&E Energy Survey CSI-Thermal Application Database & Trigger Tracker General arwater/ Solar Rating and Certification Corporation CPUC lar/swh.htm Nick Stimmel (415)