2013 Workshop 2013 Residential Standard Offer Program by O44TL82

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									            2013 Workshop
2013 Residential Standard Offer Program
             October 9, 2012

                                          1
2013 Residential SOP Summary
 Incentives Paid for kW and kWh savings
 Internet Application and Reporting
 Large Projects
    Project size equal or greater than $10,000
    Reserves funds for program year
 Small Projects
    No minimum project size
    Reserves funds for 30 days
    First-time participants start here



                                                  2
2013 KEY CHANGES

 Sites
  Residential dwellings, or additions,
   completed after January 1, 2011 do not
   qualify
  Re-defined Underserved Counties @ TNC
  Homes cooled with window a/c only are
   considered “gas” for heat type (electric
   space heaters are plug loads)


                                              3
2013 KEY CHANGES

 Measures
  Air Infiltration includes an upper limit on the
   pre-retrofit CFM reading
  HCA requires Pre/Post CFM readings for DT
   and IN; existing R-value for CI
  No underserved measures




                                                 4
2013 KEY CHANGES

 Other
  All marketing material, including social
   media, Craigslist, etc., must be approved by
   the appropriate program manager prior to
   use.




                                                  5
Responsibilities of the Program
Administrator, Project Sponsor and
Customer
                                     6
Responsibilities: Program Administrator

 Administer the program according to PUCT
  rules and guidelines
 Review and approve or reject applications
 Review and approve marketing material
 Process Incentive Reports based on inspection
  results
 Manage programs and incentive dollars
 Adjust programs as needed to meet goals

                                                  7
Responsibilities: Project Sponsor (PS)

Identify customers and measures to install
 Verify customer eligibility - Obtain ESI ID
 Explain to customer:
    Role of PS, AEP and customer
    Project sponsor & customer negotiate terms
    HCA – Customer protection, complaint process
    AEP does not provide endorsements
    AEP does not pay for measures, material or labor
 Submit work schedule, if required
 Install and report measures
                                                        8
Responsibilities: Customer
 Must be a distribution customer of AEP
   ESI ID begins with:
        TCC - 100327894….
        TNC - 102040497….
   May be a customer of any Retail Electric Provider
   Customers of Municipals and Co-ops are not eligible
 Project sponsor & customer negotiate terms
 Signs and dates HCA to authorize work
 Signs and dates HCA to verify work complete
  and agreeing to possible inspection


                                                          9
Eligible Customers and Measures

                                  10
Eligible Customer Sites
Residential Only
    Single-family
        Dwellings consisting of two or less units (i.e., a
         duplex or less)
    Multi-family
                            are residential (each unit)
        Individually-metered
        Common areas and master-metered are
         considered commercial; not eligible
Residential dwellings, or additions, completed after January 1, 2011
   do not qualify for the program

                                                                   11
Eligible Measures

   Insulation
   Infiltration control
   Duct sealing
   High efficiency A/C and heat pump retrofits
   Others - refer to program manual
   All measures shall meet criteria defined in
    program manual and installation standards
    described in deemed savings appendix



                                                  12
Small vs. Large Projects

                           13
Small vs. Large Projects
        Small Projects                  Large Projects
   Smaller project size           Minimum project size
   No security deposit             $10,000
   Funds reserved 30 days         5% security deposit
   Max. PS Incentive:             Funds reserved to
       Per request - $5,000        November 30, 2013
       Per Mth TCC - $25,000      Max. PS Incentive:
       Per Yr TCC - $150,000        TCC      $150,000
       Per Mth TNC - $5,000         TNC      $ 40,000
       Per Yr TNC - $20,000



                                                           14
Small vs. Large (cont.)
    Small Projects         Large Projects
 No milestone          Milestone schedule
 M&V Options           M&V Options
   Deemed Savings        Deemed Savings
                          Measured Savings
 Eligible Customers    Eligible Customers
   Single-Family         Single-Family
 New participants        Multi-Family
  begin here


                                              15
Large Projects: Security Deposit

  5% of approved amount
  Cashier’s check, Certified check,
   money order, or guaranteed check
  Refunded when 90% of contract
   achieved from inspection adjusted
   approved invoices



                                       16
Large Projects: Milestones

 40% of contract met by May 31, 2013

 75% of contract met by August 31, 2013

 Failure to meet any milestone may result
  in contract reduction or termination



                                           17
Incentive Rates

                  18
Incentive Payments

                            kW     kWh

 Standard Incentive Rate   $242   $0.08

 Underserved Counties      $296   $0.10




                                      19
Underserved Counties

 Incentives paid at underserved counties rate
  until budget for underserved counties depleted,
  then paid at Standard Rate
 Underserved budget included as part of the
  total program budget:
                   Large           Small
  TCC          $ 650,000        $ 650,000
  TNC          $ 62,500         $ 31,000


                                                20
Underserved Counties - TCC
 ATASCOSA    EDWARDS     KINNEY     UVALDE
   BEE        FRIO      LA SALLE   VAL VERDE
 BROOKS      GOLIAD     LIVE OAK   WHARTON
 CALDWELL   GONZALES    MAVERICK    WILSON
COLORADO    GUADALUPE   MCMULLEN    ZAPATA
 DE WITT     JACKSON     MEDINA     ZAVALA
  DIMMIT    JIM WELLS     REAL

  DUVAL      KENEDY     REFUGIO

                                             21
Underserved Counties - TNC
BRISCOE     FOARD      KNOX
CALLAHAN    HALL       MOTLEY
CHILDRESS   HARDEMAN   NOLAN
COTTLE      HASKELL    SHACKELFORD
DICKENS     JONES      STONEWALL
EASTLAND    KENT       THROCKMORTON
FISHER      KING       WILBARGER


                                      22
Incentive Payment Example
Install HVAC measures resulting in savings of:
              25 kW        55,000 kWh

Incentive Payment if site is in regular county
  (different if in underserved county):
            $242/kW $0.08/kWh

Total Incentive                  $ 10,450
  before any limits

                                                 23
Incentive Payment Limits
Load Factor Caps:
   For all combined kW and kWh incentive
    payments, incentive is limited to:

     $627 per kW at TCC AND TNC




                                        24
How Do I Participate as a Project
Sponsor?
                                    25
Participation
 Review Program Manual and SOP Agreement
 Determine Project Size
 Determine if Large or Small Projects
   1st-time participants apply in Small Projects
 Register on program website
 Complete and review on-line application
   All applications must be complete and ready to
    submit to the program submit date.
 Submit application via internet
 Submit testing procedures, if applicable


                                                     26
Participation (cont.)
 Applications will be reviewed upon receipt
 Contracts will be awarded based on project
  sponsor qualifications, performance history,
  etc., to ensure program goals will be achieved
  with quality installations and timely reporting
 Once Application approved, enter into a
  contract with AEP to install eligible measures
 Refer to Program Manual and Program Website
  for additional information



                                                    27
Create Application
   Update and/or Complete Project Sponsor Details
       Sponsor Profile
       Qualification Documents
       Insurance Information
       Subcontractor Information
       Project Description
       All fields must be completed on each form
       All forms not listed here




                                                     28
Application Schedule
   1st Day to Register
     TCC and TNC – October 18, 2012 @ 10:00 am CDT
     Begin applications
   Submit applications: Large Projects
     TNC - November 6, 2012 @ 10:00 am CST
     TCC – November 7, 2012 @ 10:00 am CST
   Submit applications: Small Projects
     TCC/TNC – December 4, 2012 @ 10:00am CST

                                                  29
Implementation Schedule
 Large Projects
   Implementation pages open January 8, 2013
 Small Projects:
   Reservations open January 22, 2013 @ 10:00 AM CST
   Must have Approved Status to make reservation
   Open reservation required before begin installations
 ALL
   Must have 2013 HCA’s prior to implementation


                                                       30
Marketing
AEP will not provide marketing assistance or
  endorsements
   Use of AEP name not allowed
      Exception: pre-approved Informational Brochure
   Informational Brochure
      Available for download on “Downloads/Tools” on program
       website
   Any other materials must be pre-approved by
    program administrator (telemarketing, radio, email,
    newspaper, flyers, social media, etc.)

                                                                31
Identify Project Opportunities
PS in Small and Large Projects must:

 Verify customer eligibility

 Obtain Original Customer signature and
  date on Host Customer Agreement &
  Acknowledgement form authorizing work to
  be performed


                                             32
Large Projects Only
Obtain pre-approvals for Multi-Family
 Projects
   Site
   Measures
   Work Schedule
   Duct Description


                                        33
Install Measures

• Small Projects – Reserve funds via internet
• Large Projects – Funds previously reserved by
  contract
• Submit work schedule for duct efficiency and
  infiltration measures
• Install measures
• Original Customer signature and date on Host
  Customer Agreement & Acknowledgement form
  to verify completion


                                              34
Reporting and Invoicing


 Add Installations within 45 days of completion
 Monthly reporting via internet
   Submit Incentive Report by the last day of the
    month, but no earlier than the 15th.
   Inaccurate reporting results in failures
 AEP will process inspection-adjusted invoice
  within 45 days in normal circumstances


                                                     35
Installation Inspections
 Random sample of measure installations
 Verify that number of installed measures equals
  number of reported measures
 Verify measure is installed and capable of
  performing its intended function with a 10 year
  life
 Verify that measures qualify and that
  installation standards were followed
 Verify measures were reported in a timely
  manner

                                                36
Photo Examples of Failed Measures
Duct Efficiency, Infiltration, and Insulation

                                                37
Duct Efficiency




                  38
Duct Efficiency (cont.)




                          39
Infiltration




               40
Infiltration (cont.)




                       41
Infiltration (cont.)




                       42
Insulation




             43
Insulation (cont.)




                     44
2012 Reporting Issues

 Work schedules not kept current
 Installations added but not reported
  within 45 days of installation




                                         45
Common Reporting Issues
 Accurate reporting-measures reported not
  found
 HCA’s and Installations done prior to
  application approval or open reservation
 Home square footage errors (tax records not
  always reliable)
 ALL signatures and dates on HCA’s – customer,
  project sponsor, subcontractor (if applicable)
 Duplicate measures on invoices (review before
  submitting)



                                                   46
Common Reporting Issues (cont.)
 Ceiling Insulation – inaccurately reporting
  existing R-Value
 Listing a service area on application and
  not servicing that area
 Silicone sticking A/C supply registers to
  ceiling sheetrock and supply boot
 Inspection scheduling issues
 Homeowners expecting a “Bill of Sale”


                                            47
Program Website
Refer to www.aepressop.com for:
   News & Updates
     Latest program announcements
   FAQ’s
   Program Manual
   Program Downloads/Tools
   Program contact information


                                     48
AEP Contact Information
 TCC – Jim Fowler
    Phone: 361.881.5790
    E-mail: jjfowler@aep.com

 TNC – Rhonda Fahrlender
    Phone: 325.674.7513
    E-mail: rrfahrlender@aep.com


                                    49
Comments and Questions……………….


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