2014 Workshop 2014 Residential Standard Offer Program
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Transcript of 2014 Workshop 2014 Residential Standard Offer Program
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2014 Workshop2014 Residential Standard Offer
ProgramOctober 23, 2013
Agenda
• Key Changes for 2014• Overview of RSOP• RSOP – TCC
• Large Projects• Small Projects
• RSOP – TNC• Single Program
• Summary
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KEY CHANGES for 2014
Sites Residential dwellings, or additions, completed after
January 1, 2012 do not qualify
TNC now a single program Re-defined Underserved Counties @ TNC Incentive Rates @ TNC A new field to report “# of bedrooms” has
been added as a required field on the customer input form
New document upload feature added to database
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Continuing in 2014
Work schedules required for Project Sponsors completing duct efficiency and infiltration measures in Single Family projects
Changes to the Host Customer Agreement and Acknowledgement Form to include all Pre and Post CFM readings for Duct Efficiency and Air Infiltration measures and “R” Value of Existing Ceiling Insulation
All use of marketing, including social media, telemarketing, etc., must be approved by AEP prior to use
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RSOP Overview
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2014 Residential SOP Overview Program adheres to PUCT rules and guidelines Internet application and reporting Incentives paid for kW and kWh savings AEP
reviews, approves, rejects applicationspre-approves all marketing material, including social media
and telemarketingprocesses Incentive Requests based on inspection resultsmanages programs and incentive dollars
adjusts programs as needed to meet goals
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2014 Residential SOP Overview
Project SponsorEnters into SOP AgreementFollows program requirements outlined in manual Identifies project opportunitiesMarkets program and negotiates terms with customerVerifies customer eligibility – ESI IDExplains to customer:
Role of PS, AEP and customerHCA – Customer protection, complaint processAEP does not provide endorsementsAEP does not pay for measures, material or labor
Installs and reports qualifying measures
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Eligible Customers and Measures
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Eligible Customers
Customer must be an AEP distribution customer 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
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Eligible Customer Sites
Residential Only Single-family
Dwellings consisting of two or less units (i.e., a duplex or less)
Multi-family Individually-metered are residential (each
unit) Common areas and master-metered are
considered commercial; not eligible
Residential dwellings, or additions, completed after January 1, 2012 do not qualify for the program
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Eligible Measures
High-efficiency A/C and heat pump retrofits Insulation Infiltration control (includes an upper limit
on the pre-retrofit CFM reading of 4 CFM per square foot of conditioned space)
Duct sealing Refer to Program manual for other
measures
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Eligible Measures
• All measures shall meet criteria defined in program manual and installation standards described in deemed savings appendix
• Excellent workmanship is expectedProper materials, applications
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Required Forms
Host Customer Agreement and Acknowledgement
Customer authorizes work Customer verifies work complete Customer acknowledges AEP may inspect work Requires Pre/Post CFM readings for DT and IN Requires existing R-value for CI
Work schedule required: Multi-family projects Duct efficiency Infiltration
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Reporting
Homes cooled with window a/c only are considered “gas” for heat type (electric space heaters are plug loads)
Measures must be reported within 45 days
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Marketing
All marketing material, including social media, telemarketing, Craigslist, etc., must be approved by the appropriate program manager prior to use.
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TCC - Small vs. Large Projects
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TCC
Large ProjectsProject size equal or greater than $10,000Reserves funds for program year
Small ProjectsNo minimum project sizeReserves funds for 30 daysFirst-time participants start here
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TCC - Small vs. Large Projects
Small Projects Smaller project size No security deposit Funds reserved 30
days Max. PS Incentive:
Per request - $5,000 Per Month - $25,000 Per Year - $150,000
Large Projects Minimum project size
$10,000 5% security deposit Funds reserved to
November 30, 2014 Max. PS Incentive:
$150,000
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TCC - Small vs. Large (cont.)
Small Projects No milestone M&V Options
Deemed Savings
Eligible CustomersSingle-Family
New participants begin here
Large Projects Milestone schedule M&V Options
Deemed SavingsMeasured Savings
Eligible CustomersSingle-FamilyMulti-Family
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TCC - 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 incentive reports
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TCC - Large Projects: Milestones 40% of contract met by May 31, 2014
75% of contract met by August 31, 2014
Failure to meet any milestone may result in contract reduction or termination
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TCC - Incentive Payments
kW kWh
Standard Incentive Rate $242$0.08
Underserved Counties $296$0.10
Load Factor Cap: For all combined kW and kWh incentive payments, incentive is limited to $627 per kW at TCC
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TCC - 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 Projects $ 650,000Small Projects $ 650,000
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Underserved Counties - TCCATASCOSA EDWARDS KINNEY UVALDE
BEE FRIO LA SALLEVAL
VERDE
BROOKS GOLIAD LIVE OAK WHARTON
CALDWELL GONZALES MAVERICK WILSON
COLORADOGUADALUP
EMCMULLEN ZAPATA
DE WITT JACKSON MEDINA ZAVALA
DIMMIT JIM WELLS REAL
DUVAL KENEDY REFUGIO
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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 $ 10,450before any limits
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TNC
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TNC - Incentive Payments
kW kWh
Standard Incentive Rate $254$0.084
Underserved Counties $296 $0.10
Load Factor Cap: For all combined kW and kWh incentive payments, incentive is limited to $658 per kW at TNC
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TNC - 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: $63,000
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Underserved Counties - TNC
BRISCOE KENT
COTTLE KING
DICKENS KNOX
FOARD MOTLEY
HALL STONEWALL
HARDEMAN
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How Do I Participate as a Project Sponsor?
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Participation
Review Program Manual and SOP Agreement Determine Project Size TCC - Determine if Large or Small Projects
1st-time participants apply in Small Projects Register on program website if a 1st time user Complete and review on-line application
All applications must be complete and ready to submit by the program submit date
Submit application via internet Upload testing procedures, if applicable
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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
Provide proof of statutorily-required insurance Once Application pre-approved, enter into a
contract with AEP to install eligible measures Refer to Program Manual and Program
Website for additional information
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Create Application
Update and/or Complete Project Sponsor
Details
Sponsor Profile
Qualification Documents
Subcontractor Information
Project Description
All fields must be completed on each form
All forms not listed here
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Application Schedule
1st Day to RegisterTCC and TNC – October 24, 2013 @ 10:00 am
CDT
Begin applications
Submit applications:TNC: November 5, 2013 @ 10:00 am CST
TCC Large: November 6, 2013 @ 10:00 am CST
TCC Small: December 3, 2013 @ 10:00am CST
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Implementation Schedule
January 7, 2014TNC Reservations open @ 10:00 AM CST
TCC Large Projects Implementation pages open @ 10:00 AM CST
January 21, 2014TCC Small Projects Reservations open @ 10:00
AM CST
Implementation Schedule
ALLMust have 2014 HCA’s prior to implementation
Must have Approved status to make reservation
Open reservation required before installations begin
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Marketing
AEP will not provide marketing assistance or endorsements
Use of AEP name not allowedException: pre-approved Informational Brochure
Informational BrochureAvailable 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.)
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Identify Project Opportunities
Project Sponsor must:
Verify customer eligibility
Obtain Original Customer signature and date on Host Customer Agreement & Acknowledgement form authorizing work to be performed
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Multi-family Projects
Obtain pre-approvals for Multi-Family Projects Site
Measures
Work Schedule
Duct Description
TNC – must submit MF template to reserve MF funds
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Install Measures• Reserve funds via internet
TCC Small ProjectsTNC
• Large Projects (TCC)– 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
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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
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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
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2013 Reporting Issues
Work schedules not kept current Installations added but not reported
within 45 days of installation
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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)
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Common Reporting Issues (cont.) Ceiling Insulation – inaccurately reporting
existing R-Value; # bags reported should match CI tag
Listing a service area on application and not servicing that area
Listing a measure on application and not providing that service
Silicone sticking A/C supply registers to ceiling sheetrock and supply boot
Inspection scheduling issues Homeowners expecting a “Bill of Sale”
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Photo Examples of Failed Measures Duct Efficiency, Infiltration, and Insulation
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Duct Efficiency
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Duct Efficiency (cont.)
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Infiltration
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Infiltration (cont.)
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Infiltration (cont.)
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Insulation
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Insulation (cont.)
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Program Website
Refer to www.aepressop.com for: News & Updates
Latest program announcements FAQ’s Program Manual Program Downloads/Tools Program contact information
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AEP Contact Information
TCC – Jim FowlerPhone: 361.881.5790E-mail: [email protected]
TNC – Rhonda FahrlenderPhone: 325.674.7513E-mail: [email protected]
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Comments and Questions……………….