welcome 2018 commercial programs basic and custom presentation kickoff... · 2018 commercial...
TRANSCRIPT
Michael Stockard
Director
Prachi Gupta
Manager Mike Baker
Manager
Garry Jones
Manager
EE Program
Implementation
EE Program
Administration
EE Program
Development
Carl Brown
Sr Program Mgr
Joanna Gomez
Program Mgr
Joe Nixon
Sr Program Mgr
Terry Manning
Inspection Program Mgr
Greg Haverland
Consulting Engr
Bruce Blackburn
Sr Program Mgr
Tawain Gilbert
Sr Program Mgr
India McKnight
Sr Program Mgr
Jeff Reed
Sr Program Mgr
Kim Hooper
Sr Program Mgr
Ron Haskovec
Sr Program Mgr
Graham Thurman
Program Mgr Specialist
Tawnya White
EE Analyst
Oncor’s Energy Efficiency Team
Jordan Michel
Sr Program Mgr
Cary Betts
Program Mgr Specialist
COMMERCIAL PROGRAMS TEAM
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Cary Betts: Commercial Programs – Sector Lead
• Commercial Program Sector Management
• Service Provider Recruitment, Project Assistance, Feedback and Issue Resolution
• Contact Cary at 214-486-3220, [email protected]
Kim Hooper: Basic Commercial Program - Lead
• Basic Commercial Program and Project Management
• Contact Kim at 214-486-3158, [email protected]
Ron Haskovec: Custom Commercial Program - Lead
• Custom Commercial Program and Project Management
• Contact Ron at 214-486-5160, [email protected]
Ron Haskovec: Commercial Load Management Program - Lead
• Commercial Load Management Program and Project Management
• Contact Ron at 214-486-5160, [email protected]
Jeff Reed: Solar Commercial Program - Lead
• Solar Commercial (and Residential) Program and Project Management
• Contact Jeff at 214-486-6966, [email protected]
PROGRAM EVALUATION
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The Public Utility Commission of Texas uses an outside contractor
(EM&V Team) to evaluate all the utility-sponsored energy efficiency
programs.
• Responsible for verifying reported savings, estimating free ridership and calculating
program cost-effectiveness
• You may be contacted by the evaluator to answer a survey
• Some projects may be selected for an on-site inspection by the evaluator
PROGRAM OVERVIEW
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Project Type
Basic Commercial Custom
Commercial
Measurement &
Verification (M&V) Deemed Savings
• Deemed Savings
projects
• $500 minimum
incentive
• M&V projects
• $10,000 minimum
incentive
• 5% deposit
2 Pathways
PROGRAM OVERVIEW
Commercial Standard Offer Programs
The Commercial Standard Offer Programs offer incentives to Service Providers who
implement qualifying peak demand and/or energy saving projects for eligible Oncor
commercial customers.
• Retrofit Projects require a pre- and post-inspection
• New Construction Projects require a post-inspection
• Eligible commercial customers with demand ≥ 50 kW can self-sponsor
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Service Provider Application in EEPM: Jan 10, 2018
Project Application in EEPM: Jan 10, 2018
2018 Program Open Dates
Basic and Custom Commercial
PROGRAM QUALIFICATIONS
Service Providers and Customers
Service Providers and Aggregators include:
• National or local energy service companies
• Retail Electric Providers
• Individual customers that meet Program requirements (Self-Sponsors)
All participating customers must be eligible commercial customers served by Oncor.
Due to opt-out provisions, transmission level, for-profit customers are excluded from
the Program.
Incentives are not available for commercial customers (only those classified as
manufacturing) that have selected to opt out from paying into the Energy Efficiency
Cost Recovery Fund (EECRF).
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2018 INITIAL BUDGETS
Incentives are limited to 20% of each specific program budget (incentive cap) for each Service Provider (in combination with its affiliates). Oncor may raise the incentive cap based on program performance.
* The combined estimated incentive budget is listed for the Basic Commercial and Custom Commercial programs.
Oncor reserves the right to increase or decrease the actual incentive budget of each program during the program year as needed to achieve Energy Efficiency program objectives.
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Programs 2018 Incentive Budget *
Basic and Custom CSOP $12,060,480
HOW TO ENROLL AS A SERVICE PROVIDER
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Oncor Service Provider (SP)
SP goes to oncoreepm.com,
completes Umbrella Agreement,
and provides W9
Oncor reviews and executes
Umbrella Agreement; SP
receives EEPM login
SP contacts Help Desk to
associate with a program;
Completes Program Addendum
Oncor reviews and executes
Program Addendum if
Application is approved
SP completes Program
Application and SP Profile in
EEPM; Insurance Carrier provides
Certificate of Insurance
SP submits Project Applications
INSURANCE
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Type Minimum Coverage
Limits
Bodily Injury and Property Damage
Each Occurrence
General Aggregate
Product Comp/Op Aggregate
$1,000,000
$1,000,000
$1,000,000
Automobile $500,000
Workers Compensation
Each Accident
Disease Policy
Disease Employee Limit
$500,000
$500,000
$500,000
Quick Tip: See
“Guidelines for
Insurance Acord”
for specific
requirements.
Insurance Acords should be completed and emailed to [email protected] by the
INSURANCE AGENT. Insurance certificates cannot be accepted directly from the Service
Provider.
Expired insurance will result in lock-out, so be sure to keep it up to date!
PROGRAM QUALIFICATIONS
• ESI IDs must be served by Oncor
• Oncor meters contain one of the following company codes: The last seven digits are
the premise (account) number or meter number in EEPM
Found throughout the service area Found in East Texas
Eligible ESI IDs
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NOTE: Check the premise ID in EEPM to verify the rate
code. Customers that have a “Commercial” rate code and
contribute to the Energy Efficiency Cost Recovery Fund
are eligible.
PROGRAM INFORMATION
Program Manuals and Measure E-files
• Available on oncoreepm.com under the Resources/Commercial tab
• Program Manuals includes program processes and procedures
• E-files are Excel-based spreadsheets that calculate estimated peak kW and kWh savings and
incentives
State of Texas Technical Reference Manual (TRM)
• Available on oncoreepm.com under the Resources/Commercial tab
• The Public Utility Commission of Texas (PUCT) uses an outside contractor (EM&V Team) to conduct
Evaluation, Measurement and Verification for all utility programs
• The TRM compiles all of the PUCT-approved deemed savings and measure requirements into one
document for easy reference
• The TRM is periodically updated. Always refer to the latest version of the TRM
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CHANGES FOR 2018 PROGRAMS
EEPM 2.0 Release
• New look and feel user friendly contractor portal
• E-Signatures
• User Guides
E-Files
• Reformatted E-1
• Stream lined
• User friendly
Baselines
• Texas adopted IECC 2015 for commercial, industrial and residential buildings taller than three stories
New Building types for lighting
• Added two new building types (i.e., Data Centers, 24-Hr Restaurants), and updated the Manufacturing
building type to separate 1, 2 and 3 shift operations
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PROJECT PHASES
Initial Application (IA) Phase – The first step to applying for program
incentives. The Service Provider submits an IA for Oncor to perform a
preliminary review of the proposed project’s feasibility.
Required Project Information Includes:
• Signed Host Customer Agreement (wet or digital signatures)
• Estimated completion date
• Capital cost (labor, materials, taxes)
• Service Provider project and inspection contacts
• Customer inspection contact
• Site information (last 7 digits of ESI ID #)
• E-File for each site
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PROJECT PHASES
Final Application (FA) Phase – After the IA is approved, the Service
Provider submits a FA and any documentation required for review of the
project measure(s).
E-File(s)
• Updates (if required)
For Lighting Measures
• LED Document File (PDF format - see LED Document Guidelines)
• Lighting Retrofit Acknowledgement Form
• A/E site facility drawing showing indoor/outdoor lighted square feet (for new construction)
• A/E lighting schedule (for new construction)
For HVAC Measures
• AHRI Document File (PDF format - AHRI or Manufacturer Spec Sheets with AHRI operating data)
For Other Measures
• Contact Program Manager for Required Documents
For Custom Commercial Measurement & Verification (M&V) Projects
• Contact Program Manager for Sample M&V Plan (Word format)
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PROJECT PHASES
Final Application (FA) Phase (continued)
Pre-Inspection Review
• Oncor will conduct a pre-inspection review for all projects – DO NOT START WORK YET!
For Basic Commercial
• After pre-inspection approval, Service Provider provides a signed Reservation of Funds Agreement.
• Upon FA approval, Program Manager will notify Service Provider to begin project installation.
For Custom Commercial M&V Projects
• After pre-inspection approval, Oncor will provide an approved M&V Plan.
• Service Provider will complete any pre-measurements required by the Oncor approved M&V Plan and
sampling schedule.
• After pre-measurement data approval, Service Provider provides a signed Reservation of Funds
Agreement.
• Service Provider provides a project performance security deposit, if required.
• Upon FA approval, Program Manager will notify Service Provider to begin project installation.
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PROJECT PHASES
Installation Notice (IN) Phase – Upon completion of the work, the Service
Provider submits the IN to notify the program that your project is ready for
post-inspection review.
Required Project Information Includes:
• Signed Installation Notice Customer (wet or digital signatures)
• Project invoices
• Final project documents (e.g., LED Document File, HVAC File)
• Updated E-Files (only if required, using the most recent FA approved E-Files)
Post-Inspection Review
• Oncor will conduct a post-inspection review for all projects.
• After post-inspection approval, Program Manager will approve the IN and project will move to the
Savings Report (SR) Phase.
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PROJECT PHASES
Savings Report (SR) Phase – The SR reflects the final kWh and peak KW savings, the final incentive amount, and serves as an invoice to the program for project incentives.
Project Incentive Payment
• The final incentive amount is contingent upon the project’s verified savings and will not exceed the amount in the Reservation of Funds Agreement.
For Basic Commercial
• Service Provider provides a signed Savings Report.
• Program Manager approves the SR and processes the project incentive payment.
For Custom Commercial M&V Projects
• Service Provider will complete any post-measurements required by the Oncor approved M&V Plan and sampling schedule.
• Service Provider will update E-Files (only if required, using the most recent IN approved E-Files)
• After post-measurement data approval, Service Provider provides a signed Savings Report.
• Program Manager approves the SR and processes the project incentive payment.
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INSPECTION TIPS
Service Provider Inspection Contact
• Service Provider representative (not the customer) is present for the inspection, is knowledgeable of
the E File and the location of the listed specific equipment, and is able to provide full access to the
measures selected by the Inspector for inspection.
Equipment & Tools
• Service Provider provides the equipment and tools necessary for the Inspector to inspect the
measures for both the pre- and post-inspections, including ladders, lifts, and any other necessary
equipment required by the Inspector.
Facility Maps and Drawings
• Service Provider should provide a map or floor plan to help the Program Manager and Inspector
locate all measures (fixtures) listed in the E-Files.
• For retrofit projects, a hand-drawn sketch can be used.
• Break down fixture locations with a map ID reference that is shown on the map or drawing, and in
the E-File.
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LIGHTING TIPS
Building Type, Controls, Fixtures
• Pick one building type and stay with it! (Exception: Outdoor Lighting)
• For Outdoor Lighting, select “Outdoor” for the pre- and post-equipment controls.
• Input no more than 50 fixtures per line. In most cases, large areas of the same fixture should be broken down into smaller segments.
• List all fixtures in project areas to be retrofitted, even the lighting that is not planned for replacement. For lighting not being replaced, the pre- and post-retrofit fixture/number will be the same.
• Added two new building types (i.e., Data Centers, 24-Hr Restaurants), and updated the Manufacturing building type to separate 1, 2 and 3 shift operations
Removing a Site
• If your final project has less sites than originally uploaded, edit the E-file to make the pre and post fixtures the same for the sites that are not included (zero out). Upload it into EEPM and add comments.
Qualified LEDs
• Make sure the post-retrofit fixture wattage matches what is installed. For LEDs, this should be the DLC, ENERGYSTAR®, or DOE Lighting Facts wattage, rounded up to the next whole number.
• Make sure the LED model number matches the installed LED nameplate model number, and is consistent with the DLC, ENERGYSTAR®, or DOE Lighting Facts model number.
• Screw-in LEDs are eligible for incentives in appropriate applications (i.e. no track lighting or heat lamps).
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LIGHTING TIPS Non-Qualifying Lighting
• LEDs that are not ENERGY STAR® , Design Lights Consortium (DLC), or DOE Lighting Facts approved
• Tube/linear replacement LEDs
• LEDs used as heat lamps
• Use of non-approved LED in new construction may result in cancellation of the whole project
• Plug Load and Track Lighting
• Fluorescent lighting that uses non-qualified CEE ballasts (e.g., standard instant-start ballasts)
• Metal Halides, and High and Low Pressure Sodium fixtures are not eligible for incentives
IES Recommended Light Levels
• Lighting Projects must meet Illumination Engineering Society (IES) recommended light levels to qualify for an incentive
• Lighting retrofits that reduce the number of fixtures by 15% or more must submit a lighting simulation that includes all lighting being installed.
Fluorescent Luminary Retrofits
• T-12 lamps and magnetic ballasts qualify for retrofit using a T-8 lamp and electronic ballast baseline
Electronic Ballasts
• Electronic ballasts must be CEE approved and/or classified as NEMA Premium, and have a Total Harmonic Distortion (THD) of no greater than 20%
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INCENTIVES – GEOGRAPHIC ADJUSTMENTS
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Geographic Adjustments • An additional 15% payment for all Projects, calculated on a site basis, outside the five-county
Metroplex area.
• The Metroplex area includes Dallas, Tarrant, Rockwall, Denton, and Collin counties.
• Ellis and Johnson Counties currently qualify for the additional 15% incentive payment.
INCENTIVES – LIGHTING
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Lighting Type $/kW NPV $/kWh NPV
Lighting: Light Emitting Diode (LED)
(Screw-in) $146.58 $0.040
Lighting: Light Emitting Diode (LED)
(Fixture, not screw-in) $209.21 $0.057
Lighting: Modular CFL and CCFL
Fixtures $217.67 $0.059
Lighting: T8 and T5 Linear
Fluorescent $213.44 $0.058
Lighting: Replace T-12 Magnetic
Ballast * *
NOTE: LEDs require ENERGY
STAR, Design Lights
Consortium (DLC), or DOE
Lighting Facts Listing
* T-12 lamps and magnetic ballasts qualify for retrofit using a T-8 lamp
and electronic ballast baseline
INCENTIVES – HVAC
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HVAC Measure/Control $/kW NPV $/kWh NPV
DX Air Conditioning and Heat Pumps $294.79 $0.095
Geothermal and Ground Source Heat
Pump $336.90 $0.101
Chillers (Centrifugal) $387.81 $0.125
Chillers (Non-centrifugal) $348.13 $0.112
Controls $158.60 $0.043
Variable Frequency Drives on AHU $285.29 $0.086
INCENTIVES – FOOD SERVICE
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Food Service Measure $/kW NPV $/kWh NPV
High Effic. Combination Ovens $ 106.74 $ 0.057
High Effic. Electric Convection Ovens $ 106.74 $ 0.057
Energy Star Commercial Dishwasher $ 193.11 $ 0.054
Hot Food Holding Cabinet $ 164.21 $ 0.041
Energy Star Electric Fryer $ 205.27 $ 0.066
Pre-Rinse Spray Valves $ 12.38 $ 0.004
Energy Star Electric Steam Cookers $ 108.14 $ 0.050
Door Heater Controls $ 98.53 $ 0.008
ECM Evaporator Fan Motors $ 19.02 $ 0.029
Electronic Defrost Controls $ 86.51 $ 0.072
Evaporator Fan Controls $ 49.47 $ 0.010
Solid and Glass Door Reach-Ins $ 98.53 $ 0.025
Strip Curtains for Walk-In Refrigerated Storage $ 40.75 $ 0.010
Zero Energy Doors for Refrigerated Cases $ 123.16 $ 0.025
INCENTIVES – OTHER MEASURES
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Measure Type $/kW $/kWh
ENERGY STAR® Roof $247.25 $0.076
Master Meter Apts. Air Infiltration $154.49 $0.039
Master Meter Apts. Insulation $187.65 $0.050
Window Film $180.23 $0.050
MINIMUM EQUIPMENT STANDARDS: LIGHTING
LED Lighting
• Must be listed with DLC, ENERGYSTAR®, or DOE Lighting Facts
Fluorescent Lighting
• Equipment must meet Consortium of Energy Efficiency (CEE) listings for high-efficient T-8
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MINIMUM EQUIPMENT STANDARDS: DX and HP Replace-on-Burnout (ROB) and New Construction (NC) Baseline Efficiencies:
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System Type Capacity
[Tons]
Heating
Section Type
Baseline
Efficiencies Source
Air Conditioner
< 5.4 All
11.2 EER
13.0 SEER (split)
11.8 EER
14.0 SEER (packaged)
DOE Standards/
IECC 2015
5.4 to < 11.3
None or
Electric Resistance
11.2 EER
12.8 IEER
All Other 11.0 EER
12.6 IEER
11.3 to < 20
None or
Electric Resistance
11.0 EER
12.4 IEER
All Other 10.8 EER
12.2 IEER
20 to < 63.3
None or
Electric Resistance
10.0 EER
11.6 IEER
All Other 9.8 EER
11.4 IEER
> 63.3
None or
Electric Resistance
9.7 EER
11.2 IEER IECC 2015
All Other 9.5 EER
11.0 IEER
Heat Pump (cooling)
< 5.4
Heat Pump
11.8 EER
14.0 SEER
DOE Standards/
IECC 2015
5.4 to < 11.3 11.0 EER
12.0 IEER
11.3 to < 20 10.6 EER
11.6 IEER
> 20 9.5 EER
10.6 IEER
Heat Pump (heating)
< 5.4
Heat Pump
8.2 HSPF (split)
8.0 HSPF (packaged) DOE Standards/IECC 2015
5.4 to < 11.25 3.3 COP
> 11.3 3.2 COP
MINIMUM EQUIPMENT STANDARDS: CHILLERS
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Replace-on-Burnout (ROB) and New Construction (NC) Baseline Efficiencies
For Early Replacement (ER):
Unit must be working and:
< 20 years old (non-centrifugal)
< 25 years old (centrifugal)
System Type [Efficiency Units] Efficiency Type Capacity [Tons]
Path A Path B
Full-Load IPLV Full-Load IPLV
Air-Cooled Chiller EER
< 150 ≥ 10.100 ≥ 13.700 ≥ 9.700 ≥ 15.800
≥ 150 ≥ 10.100 ≥ 14.000 ≥ 9.700 ≥ 16.100
Water-Cooled Chiller
Screw/
Scroll/ Recip.
kW/ton
< 75 ≤ 0.750 ≤ 0.600 ≤ 0.780 ≤ 0.500
≥ 75 and < 150 ≤ 0.720 ≤ 0.560 ≤ 0.750 ≤ 0.490
≥ 150 and < 300 ≤ 0.660 ≤0.540 ≤ 0.680 ≤ 0.440
≥ 300 and < 600 ≤ 0.610 ≤0.520 ≤ 0.625 ≤ 0.410
≥ 600 ≤ 0.560 ≤ 0.500 ≤ 0.585 ≤ 0.380
Centrifugal
< 150 ≤ 0.610 ≤ 0.550 ≤ 0.695 ≤ 0.440
≥ 150 and < 300 ≤ 0.610 ≤ 0.550 ≤ 0.635 ≤ 0.400
≥ 300 and < 400 ≤ 0.560 ≤ 0.520 ≤ 0.595 ≤ 0.390
≥ 400 ≤ 0.560 ≤ 0.500 ≤ 0.585 ≤ 0.380
HVAC REMINDERS
Capacity
• The installed HVAC capacity must be within 80% to 120% of the replaced electric cooling capacity • To qualify, no additional measures may be installed that directly affect the operation of the cooling
equipment (i.e., control sequences, cooling towers, and condensers)
Early Retirement
• Early retirement is calculated using a weighted average of the deemed life of the existing
equipment and the new equipment
• Unit(s) must be working and cooling to qualify
• Age of the unit(s) must be less than the measure life in the TRM or the unit will be treated as
“Replace on Burnout”
• Chillers must exceed the minimum efficiencies specified for either Path A or Path B. For whichever
path is used
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PROGRAM REMINDERS
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Pre-inspection Approval • DO NOT start work or remove any existing equipment until the pre-inspection is complete and
approved.
• The Program Manager will notify the Service Provider when they can begin installation.
Rollover Projects • Projects that cannot complete in 2018 may be allowed to “rollover” to the next year if the Oncor
Program Manager is notified by September 15, 2018.
• Projects may be submitted until November 15, 2018 and may complete in the next year – so keep
the projects rolling in all year!
• Rollover projects must complete by May 31st of the following year, or will be subject to cancellation.
Insurance
• Keep insurance current throughout the WHOLE YEAR!
• Start renewing your insurance at least one month before it expires.
Company Name and Tax ID
• If you change your company name or Tax ID during the year, contact the Program Manager
immediately!
CONTACT INFORMATION
Cary Betts EEPM Help Desk
[email protected] [email protected]
214-486-3220 866-258-1874
Kim Hooper Insurance Coordinator
[email protected] [email protected]
214-486-3158 866-258-1874
Ron Haskovec
214-486-5160
Jeff Reed
214-486-6966
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