Csi Process Workshop February 2010
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California Solar Initiative Rebate Process Overview, by the California Center for Sustainable Energy
Transcript of Csi Process Workshop February 2010
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CSI Non-Residential Rebate ProcessRequired Documents for Non-Res Applications
32
Forms & Documentation Requirements
• Completed Reservation Request Form with Signatures
• Letter of Authorization
• Electrical System Sizing Documentation (new & expanded load only)
• Documentation of an Energy Efficiency Audit (if you have not met Title 24 or other
exemptions)(Title 24 mandatory for non-res new construction)
• Printout of EPBB Tool Calculation (www.csi-epbb.com)
• Copy of a signed Energy Efficiency Disclosure Agreement
• Copy of a signed Commitment Agreement (EPBB existing commercial buildings
> 100,000sq ft & Benchmarking ,75)
• Copy of New Construction Building Permit (non-res new construction only)
• Building Site Plan (for non res new construction only)
• Application Fee (>10kW)
• Certification of tax-exempt status (Gov’t & Nonprofit only)
33
Non-Residential Energy Efficiency Disclosure
Agreement
The Energy Efficiency Disclosure
Agreement is a document provided
by the PA’s to be submitted with the
Reservation Request Form. In the
document, the Host Customer
confirms access to historical usage,
knowledge of rebates / incentives
available to offset energy efficiency
costs, agrees to conduct an energy
efficiency audit and lists any EE measure
installed.
34
Non Residential Energy Efficiency Commitment
Agreement
The Energy Efficiency
Commitment Agreement is a
document provided by the PA’s to
be submitted with the Reservation
Request Form. This form is only
required if the project: building size
is greater than 100,000 sq.ft. AND
receives an EPBB incentive AND
receives a benchmark score of
less than 75.
35
Application Fee
Standardized amount based on system size
36
Application Fee
• Submit Application Fee with Reservation Request.
• The Host Customer will have 30 days to submit payment for the
application fee in
order to activate the Reservation Request.
• Program Administrators will accept payments from either the Applicant or
a third party on behalf of the Host Customer for a particular project;
however, a returned application fee shall only be paid to the Host
Customer.• If project is withdrawn or cancelled application fee is forfeited.
• Program Administrators will only accept application fees in the form of a
check.
37
Non-Residential Request for Proposals (RFP)
Request for Proposal – Gov!t, Non-Profit & Public Entities
39
Request for Proposal (RFP)
• Government, Non-Profit and Public Entities only
• Submit within 60 calendar days of the receipt of the Confirmed
Reservation notice
• Submit with Proof of Project Milestone Checklist (with
signatures)
• Within 240 calendar days of the date of the Confirmed
Reservation notice, all proof of project milestone criteria must
be competed, including all required documentation.
Non-Residential Proof of Project Milestone (PPM)
Required PPM Documents for Projects " 10kW
41
Proof of Project Milestone• Due 60 days after date of Reservation Confirmation notice
(Commercial)
• Due 240 days after date of Reservation Confirmation notice
(Government, Non-Profit and Public Entities)
• Use PowerClerk or complete Proof of Project Milestone Checklistavailable on CCSE website
Required Documents
• Completed Proof of Project Milestone Checklist
• Copy of executed contract for system purchase and installation
• Copy of executed alternative system ownership agreement (IfSystem Owner is different than Host Customer)
• Revised EPBB Calculation Printout
42
PowerClerk PPM
43
PowerClerk PPM
44
PowerClerk PPM
45
Required Contracts
• Copy of executed contract for system purchase and installation
which must include:
• Quantity, make and model of the modules, inverters and
meters
• Total purchase price of the system pre-incentive
• Language indicating intent or commitment to purchase
system
• Printed names and signatures of agents authorized to sign
on behalf of entity
• Copy of Executed Alternative System Ownership Agreement
46
Revised EPBB Printout
• Required
only if
there are
changes to
the system.
CSI Residential RRF ProcessApply Using PowerClerk Online Application Tool
48
The PowerClerk online applicationtool can be found at:
https://ccse.powerclerk.com
49
PowerClerk Tutorial
50
To report issues regarding PowerClerk
contact Energy Solutions:
For instruction on PowerClerk functionscontact a CSI Team Member:
858.244.1177
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CSI Incentive Claim ProcessNon-Residential
67
Required Documents for Incentive Claim
1. Complete Incentive Claim Form with Signatures
2. Copy of Executed Performance Monitoring and ReportingService (PMRS) Contract or PMRS Cost Cap ExemptionDocumentation
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 ExistingCommercial buildings greater than 100,000 sq ft andBenchmarking <75)
68
Copy of Retro-commissioning
Report 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
Benchmarking Link: https://www.energystar.gov/istar/pmpam/
Retro-commissioning is a process to identify how major energy using equipment is
being operated and maintained and to identify specific improvements to the
performance of those energy using systems. The process uses a whole building
systems approach to identify problems and needed repairs or adjustments to achieve
energy savings, occupant comfort and improved systems performance. A
commissioning agent identifies and makes the necessary equipment adjustments and
identifies energy efficiency projects that will improve overall building performance.
CSI Incentive Claim Process Residential & Non-Res Incentive Claim using PowerClerk
+(0:.;,&()C'&6&;&#
71
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72
+(0:.;,&()9&#.'"(;.0
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73
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74
+(0:.;,&()C'&6&;&#)h]
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
75
+(0:.;,&()C'&6&;&#)h^
Inspection results PA Action Applicant Action Failure
Results outside set
tolerance, butwithin 5% ofsubmittedincentive.
*Equipmentmatches
Recalculate
Incentive basedon inspectedEPBBcalculatorresults. NotifyApplicant of thenew incentiveamount.
Applicant
accepts theincentiveamount changeor disputes withPA forresolution
No
76
Field Inspection Report
Based on InspectionOriginal EPBB
5% of $177,100 = $8,855
Difference = $3,953
77
+(0:.;,&()C'&6&;&#)h_
Inspection results PA Action Applicant Action Failure
Results outside settolerance andnot within 5% ofsubmittedIncentive.
*Equipment matches
RecalculateIncentive. NotifyApplicant of anew incentiveamount andissue failure.
Applicantaccepts theincentiveamount changeor disputes withPA for results
Yes
78
Field Inspection Report
Original EPBB submitted with ICF Based on Inspection
5% of 474,978 = $23,749
Difference = $32,251
79
+(0:.;,&()C'&6&;&#)h`
Inspection results PA Action Applicant Action Failure
Results show that theequipment differsthan submittedEPBB, but within5% of submittedincentive.
RecalculateIncentive. NotifyApplicant of newincentive amountchange.
Applicant accepts theincentive amountchange ordisputes with PAfor resolution
No
80
Based on Inspection Original EPBB
Equipment differs but within 5% of submitted incentive
5% of $442,727 = $22,136
Difference = $21,990
81
+(0:.;,&()C'&6&;&#)hb
Inspection results PA Action Applicant Failure
Results show that theequipment differsthan submittedEPBB and notwithin 5% ofsubmittedincentive
Recalculate incentivebase oninspected EPBBcalculatorresults. Notify
Applicant of newincentive amountchange andissue failure.
Applicant accepts theincentive amountchange ordisputes with PAfor resolution
Yes
Proposed Changes to CSI Handbook
83
!"
CSI Handbook ChangesCSI Project Review
• CSI Project Review now encompasses the following:
• Onsite Field Inspections
• Application Process Review
• The successful completion of Onsite Field Inspections and Application Process Reviews will
determine the frequency of an Applicant’s inspection rates
• Onsite Field Inspections
• Major and Minor Infractions
• Based on Onsite Field Inspection Parameters and Key Project Components
• Minor Infractions – Incentive difference between 5% - 10%
• Major Infractions – Incentive difference greater than 10%
• Application Process Review
• Includes a review of the following:
• Review of all project application documentation
• Review of interconnection information
• Review of any other information about the Applicant's project that has been received by the
Program Administrators
• Review of PBI payment documentation
84
• Failures – based on Onsite Field Inspection or
Application Process Review
• A few reasons for failures based on the Onsite Field
Inspection
• One Major Infraction
• 5 Minor Infractions
• Failure 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
!#
85
• New Fraud Language
• Broadens the scope of what can be considered fraud
• Determination of Fraud
• Gross negligence
• Intentional submission of inaccurate information to collect more
incentive dollars
• Misrepresentation of:
• System performance
• System cost
• System components
• Misrepresentation to:
• CSI Program
• The utilities
• Host Customer
• System Owner
• Any local, state or federal government authority
!$
86
• Fraud Sanctions:
• Withholding of any or all incentive payments
• A determination of fraud on a project from one
entity may result in sanctions on any pending
or active projects for that entity
• Barring of future participation in the CSI
Program for a specified period of time or on a
permanent basis
!%
87
Other CSI Handbook Changes
• Host Customer Email at Reservation is now mandatory
• Three 180 day Extensions for:
• University of California Schools
• California State Schools
• Add language to the CSI Contract that ties the transfer of
PMRS data to the Host Customer’s agreement with the
PMRS Provider
!&
88
Quick Recap
• Use PowerClerk
• Go paperless and use document attachment
feature
• 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
89
Questions?
90
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