jan 2015 funding opps webinar jan 13

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Webinar January 13, 2015 Noon Mountain TimeWebinar January 13, 2015 Noon Mountain Time

Objectives of this Conversation:� Explore Utility company-based EE and Sustainability

Programs: Energy audits, rebates, preferred contractor list

� Investor-owned Xcel Energy� Investor-owned Xcel Energy

� Consumer-owned United Power

� U.S. Bank loan options specific to SMEs, EE and Sustainability

Presenters:� Matt Varilek

� Small Business Administration, Region VIII Communications Director

� Martha Young� Founder, Sustainability4SMEs; business analyst and writer

� Emily Startz / Sam Domeier� Emily Startz / Sam Domeier� Xcel Energy Product Portfolio Managers, business energy efficiency (DSM) programs

� Manage Xcel Energy’s CO audits/studies and energy efficiency financing programs

� Doug Priest� U.S. Bank representative and liaison through Xcel Energy alliance � Funding the Green Industry since 2000

� Tom Green� United Power community affairs and key accounts representative. Tom has more than 20 years’

experience in the electric cooperative world performing a variety of member services duties.

•US SBA Region VIII Communications Director

•Opening remarks•Opening remarks

Sustainability4SMEs

Martha Young

Founder

Why we are conducting this webinar:

51.0%

50.0%

60.0%

Rebates and Incentives Utilized

21.0%

25.0%

33.0%

12.0%

7.0%

0.0%

10.0%

20.0%

30.0%

40.0%

Federal energy-related incentives including

rebates and tax credits

State energy-related incentives including

rebates and tax credits

Utility company rebates

Manufacturer or Vendor rebates

None, we have not utilized any of these

programs

Other

Cost as a Hurdle

31.1%35.1%

Hurdles Encountered with Green ImplementationsEmployee apathy

Leadership initially not on board with the efforts

Local regulatory policies

State regulatory policies18.9%

17.6%

14.9%

10.8%

50.0%

10.8%14.9%

50.0%

32.4%

State regulatory policies

Federal regulatory policies

Lack of info on how to implement the initiative

Upstream supply chain unwilling to comply with requests

Upstream supply chain unable to comply with requests

Initiative was too expense to implement

Initiative was too complex to implement

Initiative interfered with other business processes

Xcel EnergyEmily Startz / Sam Domeier

Xcel Energy Product Portfolio Managers, business energy efficiency (DSM) programs

Manage Xcel Energy’s CO audits/studies and energy efficiency financing programs

Xcel Energy� Business energy efficiency (DSM) programs

� Audits & studies (Energy Analysis, Building Tune-Up, Small Business Lighting, Refrigeration, Recommissioning)

� Equipment efficiency (Compressed Air, Cooling, Energy Management Systems, Heating, Lighting, Motor and Drive Efficiency)

� Customized solutions (Business New Construction, Custom Efficiency, Process Efficiency)

� Interruptible & time of use (Interruptible Service Option Credit)

Xcel Energy� Energy Efficiency Financing

� Financing is provided and serviced by third-party lenders

� Business financing approval and review is performed by � Business financing approval and review is performed by the lender

� Xcel Energy rebates can and should be used in conjunction with business financing

� Businesses can choose to finance projects using a lender that is not affiliated with Xcel Energy

Xcel EnergyResources available online!

http://www.xcelenergy.com/Energy_Solutionscom/Energy_Solutions/Business_Solutions/Rebates_&_Energy_Savings/Energy_Efficiency_Financing

Xcel Energy

� Estimate Monthly Payments

Business Financing � Business Financing Information Sheet

� Case studies

� Talking points

U.S. BankDoug Priest, representative and liaison through Xcel

Energy alliance

Funding the Green Industry since 2000Funding the Green Industry since 2000

U.S. Bancorp Equipment Finance

� 48 Hour Underwriting

� 30 Day Funding

� 125% Financing

� $399 Filing Fee� $399 Filing Fee

� Credit Based up to $150,000

� 3, 4 and 5 year terms

� Funding in the 25 Western States

25cross the nation

Municipal Government and Non-Profit Entities� Specializes in leasing and financing for municipal and non-profit issuers

� Tax-exempt leases

� Taxable / FMV leases

� Tax-exempt conduit issues

� Industrial development bonds

� Equipment types include

� Computers and networking equipment

� Telecommunications

� Medical – imaging, radiology, robotics, EMR

� Aircraft, ambulances, fire trucks

� Energy management

� Water storage and metering

� Parking meters

� And moreU.S. Bank is not responsible for and does not guarantee the products, service or performance of third party providers.

U.S. Bank and its representatives do not provide tax or legal advice. Each client's tax and financial situation is unique. Clients should consult their tax and/or legal advisor for advice and information concerning their particular situation.

United PowerTom Green is the community affairs and key accounts

representative.

Tom has more than 20 years’ experience in the electric Tom has more than 20 years’ experience in the electric cooperative world performing a variety of member services duties.

United Power� Consumer-owned utility cooperative

� 2nd largest in the state of Colorado and growing

� Energy audits

Energy Management Tools & Resources� Energy Management Tools & Resources

� Energy calculators, Success stories and how-to

� Rebates

� Renewable energy

� Commercial & Industrial

� Street, Area and Security lighting

EE Rebates Available Today� United Power offers rebates on select Energy Star ® electric appliances, high-efficiency electric water

heaters, ground-source and air-source heat pumps, electric thermal storage systems, high-efficiency electric motors, solar electric and solar hot water installations and small wind systems. Rebates for energy efficiency are enhanced by the cooperative’s wholesale power provider, Tri-State Generation & Transmission.

Applianceto Date

Units United Power

Tri-State 2014 Rebates

Air Source Heat Pumps

54 $17,750 $30,825 $38,575Heat Pumps

54 $17,750 $30,825 $38,575

Ground Source Heat Pumps

340 $143,950 $89,013 $232,963

Electric WaterHeater

61 $21,360 $4,775 $26,135

ENERGY STAR Applicances

1,943 $15,610 $74,140 $89,750

Electric Motors 1 $100 $800 $900

Variable Speed Motor

1 $100 $3,800 $3,900

ECM Motors –Pilot Pjt

1 $0 $6,600 $6,600

Peak Demand ReductionTo manage United Power’s growing summer peak, the cooperativebegan installing load control devices on member air conditioners in2008. The devices cycle air conditioners on and off for brief intervalsduring high demand days to reduce expensive peak power purchases.

� Residential members receive a $30 bill credit each year they participate. � Commercial members receive a rebate of $9 per ton on commercial

systems.

The Cycled Air program now reaches 5,100 homes. During a hotsummer day, United Power can shed over 6.5 MW of high price peakpower saving the utility hundreds of thousands of dollars—a savingswe pass on to participating members through an annual bill credit.

Other Incentives� Time of Day

� Commercial Lighting

� LED Bulb Rebates

Net Metering� Net Metering

� Solar Electric & Solar Hot Water Incentives

� Small Wind Incentives

� Community Projects

United Power� Demand metering

� Economic development

� Resources and Programs

Tax incentives� Tax incentives

� Preferred vendors/contractor lists

� Customer recognition for EE and Renewables

Resources:� http://www.xcelenergy.com/Save_Money_&_Energy/B

usiness

� http://www.unitedpower.com/mainNav/yourBusiness/resources.aspxresources.aspx

� http://www.usbank.com

� http://www.sustainability4SMEs.com

� http://www.SBA.gov/loanprograms

Wrap UpDavid Leavitt, U.S. Small Business Administration,

Region VIII Communications Director