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CSI Incentive Claim ProcessNon-Residential

68

N1OF".1(&G$3F01%?#&>$.&<%31%?"21&*6'"01. Complete Incentive Claim Form with Signatures

2. Copy of Executed Performance Monitoring and Reporting Service (PMRS) Contract or PMRS Cost Cap Exemption Documentation

3. Field Verification Certification Form

4. Revised EPBB Calculation Printout (if applicable)

5. Copy of Executed PDP Contract (PBI only)

6. Copy of Retro-commissioning Report ( EPBB Existing Commercial buildings greater than 100,000 sq ft and Benchmarking <75)

69

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70

*$9;&$>&N1?.$L3$00"##"$%"%/&N19$.?

The Retro-commissioning Report is to be submitted with the Incentive Claim Form only if the project:

building size is greater than 100,000 sq.ft. receives an EPBB incentive receives a benchmark score < 75

For more information on Benchmarking:https://www.energystar.gov/istar/pmpam/

+(08.9,$&()B'&,&9&#

73

Inspection Tolerances

Tilt = +/- 3 degreesAzimuth = +/- 5 degreesSummer Shading (May-Oct) = +/-5%

Example: June = 93% on the EPBB submitted on the ICF. If we inspect and find 88-98%, there is no issue.

74

Infractions and Failures

*Check Incentive Dollar Amount on submitted EPBB vs. Incentive Dollar Amount on inspection EPBB.

InfractionDifference between 5-10% of dollar amount.

FailureDifference more than 10%3 infractions

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PenaltiesLow Volume Installers (<200 installations applied for in a year)

Two failed inspections in one year = probation and 100% project inspection for one year.

One additional failure (3 total) during probationary period will disqualify you from participating in the CSI Program for one year.

High Volume Installers (>200 installations applied for in a year)Three failed inspections in one year = probation and 100% project

inspection for one year.Two additional failures (5 total) during probationary period will disqualify

you from participating in the CSI Program for on year.

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Inspection Result Scenarios

Results are within set tolerancesResults are outside of set tolerances but within 5% of incentive amountResults are outside of set tolerances with more than a 5% incentive amount differenceEquipment is differentIncentive difference more than 10%

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Inspection Protocol #1

Inspection results PA Action Applicant

Results within setTolerance:

Tilt ±3°, Azimuth ±5°,Shading ±5% ofSummer shading

Equipment matches

Accepts the submitted EPBBCalculator and pays project asnormal

No ActionNecessary

Results are within set tolerances

78


Inspection results PA Action Applicant Action Failure

Results outside set tolerance, but within 5% of submitted incentive.

*Equipment matches

Recalculate Incentive based on inspected EPBB calculator results. Notify Applicant of the new incentive amount.

Applicant accepts the incentive amount change or disputes with PA for resolution

No

Results are outside of set tolerances but within 5% of incentive amount

79

Field Inspection Report

Based on InspectionOriginal EPBB

5% of $3,425 = $171Difference = $15

80


Inspection results PA Action Applicant Action Infraction

Results outside set tolerance and not within 5% of submitted Incentive.

*Equipment matches

Recalculate Incentive. Notify Applicant of a new incentive amount and issue failure.

Applicant accepts the incentive amount change or disputes with PA for results

Yes

Results outside set tolerance and NOT within 5 % of submitted incentive amount.

81

Field Inspection Report

Original EPBB submitted with ICF Based on Inspection

5% of $3,448 = $172Difference = $238

82


Inspection results PA Action Applicant Action Failure

Results show that the equipment differs than submitted EPBB, but within 5% of submitted incentive.

Recalculate Incentive. Notify Applicant of new incentive amount change.


No

Equipment differs but within 5% of submitted incentive.

83

Original EPBB Based on Inspection

Equipment differs but within 5% of submitted incentive5% of $442,727 = $22,136

Difference = $21,990

84


Inspection results PA Action Applicant Failure

Results outside set tolerance, and outside 10% of submitted incentive.

Recalculate incentive base on inspected EPBB calculator results. Notify

Applicant of new incentive amount change and issue failure.


Yes

Results outside tolerances and outside 10% of submitted incentive.

Proposed Changes to CSI Handbook

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CSI Handbook ChangesCSI Project Review

CSI Project Review now encompasses the following:Onsite Field InspectionsApplication Process Review

The successful completion of Onsite Field Inspections and Application Process Reviews will

Onsite Field InspectionsMajor and Minor Infractions

Based on Onsite Field Inspection Parameters and Key Project ComponentsMinor Infractions Incentive difference between 5% - 10%Major Infractions Incentive difference greater than 10%

Application Process ReviewIncludes a review of the following:

Review of all project application documentationReview of interconnection information Review of any other information about the Applicant's project that has been received by the Program AdministratorsReview of PBI payment documentation

87

Failures based on Onsite Field Inspection or Application Process Review

A few reasons for failures based on the Onsite Field Inspection

One Major Infraction5 Minor InfractionsFailure to attend CSI related inspection training

A few reasons for failures based on the Application Process Review

Not disclosing the actual contractor performing work on Installation Contract Neglecting to provide required documentation on a consistent basis, such as Host Customer contact information Neglecting to respond to requested information within the 20 day time period on a consistent basis

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Other CSI Handbook Changes

Mandatory PowerClerk Electronic Submittal : Dec. 1st

1-Step Application Available: Jan. 1st, 20111-Step Mandatory: March 1st, 2011

Shortening Suspension Due Date from 20 days to 10 days

Document View and Re-Upload (Suspended Projects)

RED = Proposed

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aF"37&N13'9&

Use PowerClerkMandatory starting Dec. 1st

Steps required:1. Reservation (Res & Non-Res)2. Proof of Project Milestone (Non-Res) 3. Incentive Claim (Res & Non-Res)

PBI mandatory for systems over 30kW

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2. csi rebate process workshop october 2010 long-1

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