EGIA Utility / Government Program Management Overview

Utility / GovernmentProgram Management Overview

December 2013

EGIA PROGRAM EXPERIENCE & QUALIFICATIONSThe Electric & Gas Industries Association (EGIA) is a nationwide 501-(c6) non-profit organization dedicated to advancing energy efficiency and renewable energy solutions through a nationwide network of contractors, distributors, manufacturers, utility companies and state and local government program sponsors.

1. State of Registration: California

2. Date Business Founded: With roots dating back to the early 1930’s, the Electric & Gas Industries Association was incorporated in April of 1966 with the merger of the Northern California Electrical Bureau and the Gas Appliance Society of California.

3. Under Present Management Since: 2003

4. Number of Employees: 48 Full-Time Employees (staff scalable based on workload)

The following is a partial summary of EGIA’s current and recent program experience working with utility, government and manufacturer/ distributor clients. We encourage you to visit the program websites and contact any of the client contacts listed below.

EGIA GEOSmart FINANCING CLEARINGHOUSEWhen it comes to financing energy efficiency upgrades, “there is no silver bullet”. Consumers, contractors and program sponsors require a variety of solutions that meet the unique buying criteria of a diverse cross section of homeowners and the broad requirements and program management challenges faced by sponsored program administrators. For that reason, EGIA has developed its GEOSmart Financing Clearinghouse in partnership with many of the country’s leading financial services organizations.

EGIA has been managing energy efficiency financing programs delivered through its nationwide contractor network for nearly 20 years. These programs are on pace to finance approximately $200 million in energy efficiency and renewable energy upgrades, this year alone, with over $800 million in financed projects over the past 5 years. Currently, more than 3,000 contractors nationwide have been recruited, screened, approved, enrolled and trained in one or more of the EGIA GEOSmart financing programs.

Leveraging the buying power of its national non-profit organization, EGIA has partnered with leading financial services providers, negotiated special financing terms and rates and developed a financing platform consisting of a wide range of financing options that address diverse consumer buying criteria and provides contractors with easy-to-use loan products.

First and foremost, the GEOSmart solutions were developed with the installing contractors in mind, giving them an easy-to-use, easy to articulate and simple and quick process for customer credit approval and project funding. As all EGIA GEOSmart financing options are “ready now”, in-depth contractor training modules, a dedicated contractor services hot-line, ongoing contractor consultation and a comprehensive marketing and sales toolkit is available to ensure that participating contractors have the knowledge, skills and tools necessary to fully integrate financing into their sales process and accelerate consumer investment in high efficiency home upgrades.

CORPORATE INFORMATION

Electric & Gas Industries Association (EGIA) 3800 Watt Ave., Suite 105 Sacramento, CA. 95821 (916) 609- 5300 Phone (916) 609- 5350 Fax www.egia.org

EGIA Organizational Overview

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Utility and government sponsored financing program administration, leveraging EGIA GEOSmart financing options, range from past and current programs such as the: (1) High Efficiency HVAC Interest Rate Buy-down Program funded by the California Public Utilities Commission throughout PG&E, SCE and Southern California Gas territories, financing the installation of thousands of residential HVAC systems; (2) administering energy efficiency financing for the Roseville Electric Energy Efficiency programs that offered consumers a choice between EGIA administered rebates or interest rate buy-down options; (3) 12 month same-as-cash (SAC) no interest, no payment financing for Palo Alto Utilities providing consumers with financing covering the installation of HVAC, insulation and water heating upgrades www.egia.org/PaloAlto; (4) a 5.99% APR interest rate buy-down with the Nebraska reEnergize program which is a DOE Better Buildings funded collaborative effort between the cities of Omaha and Lincoln to build energy smart communities www.egia.org/reEnergize and (5) delivering subsidized below-market interest rates through the FHA PowerSaver program.

EGIA’s GEOSmart loan programs are also a preferred home improvement financing solution for numerous home energy efficiency product manufacturers and large regional distributors, delivered through thousands of EGIA screened, approved and trained contractors.

PROGRAMOPTIMIZATION

PROGRAMBENEFITS

PROGRAMOPTIONS

MAXIMIZEDEFFICIENCY

PEACEOF MIND

INCREASEDOVERALL

SALES

Financing Call Center

Training & Best Practices

Sales & Marketing Tools

Contractor Consultation

Streamlined Enrollment Process

Flex Loan Program

RevolvingCredit

Program

Installment+Loan

Program

ExpressLoan

Program

CommercialFinancingProgram


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Sample of Current High Volume Financing Programs

To speak to a GEOSmart Financing Consultant to determine which program is ideal for your business, call 866-797-7343 or email [email protected].

GEOSmart Financing Clearinghouse

Installment+ Loan ProgramThis program features a revolutionary paperless application process and allows contractors to offer low monthly payments, no interest / no payment programs, special promotions designed to carry rebates or tax credits, and more.

• Unsecuredinstallmentloansto$40,000• FixedAPRpromotionsfrom0%to11.99%• 24monthinterestonlyoptionsthatre-amortizeautomaticallyafter24months(afterthehomeownerappliesthetaxcreditsandrebates)

• Termsto12years• Nointerest/nopaymentoptionsfor6or12months

• Nointerestwithpaymentoptionsfor6,9,12or18months

• Closeinhomeinminutes

Program Highlights

Revolving Credit ProgramThis program has been an industry staple and allows homeowners to get an open line of credit with their chosen contractor. With their line of credit, the homeowner can fund current and future projects with the same contractor. This program features limited paperwork, easy funding and several different financing promotions.

• Unsecuredrevolvinglinesofcreditto$25,000

• FixedAPRpromotionsfrom0%to13.99%• Fixedmonthlypaymentsaslowas1.25%• Nointerestwithpaymentoptionsfor6,12or18months

• Nointerestwithequalmonthlypaymentoptionsavailable


Program Highlights

Flex Loan ProgramAccess multiple programs with one call including installment payments, same-as-cash options, no equity 2nd mortgages as well as programs for credit challenged customers. No proof of income is needed on unsecured loans under $15,000. This is a great option for contractors who need a variety of solutions in one place.

• Unsecuredinstallmentloansto$45,000

• Secured“Second-Look”optionsavaialble

• FixedAPRbuydownoptionsaslowas6.99%

• Termsupto15yearsforunsecured,20yearsforsecured

• Nointerestwithpaymentoptionsfor6,9,12,or18months

• Nointerest/nopaymentoptionsfor6,12or18months


Program Highlights

Express Loan ProgramGreat for contractors new to financing. The customer application process is paperless and the funding and simple. This program gives the ability to offer low monthly payments and no interest / no monthly payment programs. Note: Does not finance photovoltaic solar.

• Unsecuredinstallmentloansto$45,000• FixedAPRpromotionsfrom0%-6.99%• Termsto10years• Nointerest/nopaymentoptionsfor6,12or18months



Program Highlights

Commercial Financing ProgramThis program provides contractors with a comprehensive financing solution for their commercial clients and their own business. Approved projects include HVAC, geothermal, lighting, solar PV, solar thermal, refrigeration, energy-efficient office equipment and more.

• Loansfrom$5,000-$5,000,000• Termsupto60months

• Simplecreditapplication&fastcreditturnaround

• Competitiveinterestrates

Program Highlights


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UTILITY / GOVERNMENT PROGRAM MANAGER OUTREACH ANd FACILITATION EGIA produces a Leadership Academy Web Exchange series for Utility and Government Program Managers. The primary audience for these 90-minute sessions is energy and water utility and state/local government staff who design and implement programs that encourage homeowners and businesses to make energy efficiency and renewable energy improvements. The core curriculum is rotated among three tracks: Program Marketing and Outreach; Contractor and Trade Ally Management; and Program Design and Administration.

In addition to the webinars that are produced for a national audience, EGIA produces state and regionally focused Utility Efficiency Exchanges and Forums. These 2-3 day workshops feature interactive panel presentations with industry experts and program managers who have successfully incorporated energy efficiency and renewable energy initiatives into their organizations’ program portfolios. EGIA staff also provides consultation to and facilitation for other national associations to help with agenda development, speaker and sponsor recruitment, audience facilitation, and event logistics.

ENERGY EFFICIENCY CONTRACTOR EdUCATION ANd TRAINING Through EGIA’s Leadership Academy, EGIA also produces web based activities designed specifically for contractors. EGIA produces contractor centric conference presentations, national web exchanges and regional webinars/workshops where contractors can network and learn industry best practices in sales, marketing, and business optimization. Learn more at www.egia.org/academy.

In addition to the contractor webinars, EGIA produces state and regionally focused Contractor Exchange Workshops. These 1-2 day events feature interactive panel presentations with industry experts and contractors who have successfully incorporated energy efficiency and renewable energy initiatives into traditional contracting business models. Following are examples of several contractor development projects.

Client Project & Summary of Work

Caty Lamadrid Associate Director- Energy Programs CB&I- Focus on Energy (312) 499-3518 [email protected]

EGIA is providing consulting and trade ally network development services to the Focus on Energy statewide program administrator to enhance the effectiveness of the overall trade ally program. EGIA conducted the research and developed the strategic plan, trade ally development road map and implementation strategy to develop a program culture that attracts and retains high performance trade allies, articulates and addresses the barriers to trade ally success, champions successful trade allies by highlighting critical success factors and defines the process for recognizing and rewarding top producing trade allies.


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Jeff Gleeson Carlos Ruiz PG&E SoCal Gas (415) 973-3432 (562) 803-7400

Event management for Northern & Southern California Contractor Exchange Events, hosted by Pacific Gas & Electric and Southern California Gas in support of the Energy Upgrade California program. Each event attracted over 200 regional contractors.

details at www.utilityexchange.org/california

Larry Zarker, Executive Director Building Performance Institute, Inc. (202) 223-9510 ext. 205 [email protected]

Event management for five regional Contractor Exchange events held throughout the state of New York. These events were managed by BPI & EGIA and hosted by New York State Energy Research and Development Authority (NYSERDA) and Long Island Power Authority (LIPA).

details at www.egia.org/academy/newyorkexchange/2012/

MANUFACTURER ANd dISTRIBUTOR PARTNERSHIPS EGIA supports its manufacturer and distributors partners with an array of programs, services and tools designed to help their corporate organization and contractor networks increase sales and profitability associated with their delivery of energy efficiency and renewable energy solutions. EGIA currently provides services to over 15,000 contractors through its manufacturer and distributor affiliations.

EGIA negotiates special membership benefit programs on behalf of its partners, such as discounted business insurance and employee benefit programs, loss recovery programs and other services that enable manufacturers, distributors and contractors to reduce cost and grow their business. Additionally, EGIA provides partners with its industry leading GEOSmart residential & commercial financing programs, co-branded sales support materials and in-depth training for authorized contractors.

As an added value service and in recognition of EGIA partner’s industry leadership and commitment to residential and commercial energy efficiency and renewable energy upgrades, EGIA also enables its manufacturer and distributor partners to offer authorized contractors, exclusive discounted membership to EGIA.

Additionally, partner services include but are not limited to:

• Sales and marketing training at yearly contractor meetings and regional events.

• Development of contractor marketing materials and sales toolkits to support contractor sales activities.

• Outreach, enrollment, and training to partner’s contractor network on co-branded EGIA GEOSmart Financing Programs.

• Specially tailored Leadership Academy webinars to help enhance partner’s corporate sales and marketing training.

• Hosting contractor exchange events to introduce single source contractors to one another (i.e. HVAC, Insulation, Water Heating, Home Performance, Lighting, Solar, Windows, Energy Efficient Remodelling, and other resource efficiency specialized companies) enabling teaming and alliances to be formed, focused on delivering more comprehensive services.


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The following are samples of some of EGIA’s manufacturer and distributor partner relationships. For a more complete overview of current manufacturer and distributor partners visit www.egia.org/currentpartners.


Trent Johnson VP, Contractor Development Service Partners (804) 515-7045

Service Partners is the largest distributor of residential insulation and related contractor accessories in North America, providing services to thousands of insulation and home improvement contractors nationwide.

details at www.egia.org/servicepartners

Sean Dillon Regional Manager WaterFurnace (260) 442-6581

WaterFurnace International, Inc. is a leading manufacturer of residential, commercial, industrial and institutional geothermal and water source heat pumps. Products from WaterFurnace include energy-efficient and environmentally friendly geothermal comfort systems, indoor air quality products and pool heaters.

details at www.egia.org/waterfurnace

David Mastrangelo Director - Dealer Marketing Goodman Manufacturing, Inc. (713) 263-5577 david.mastrangelo@ goodmanmfg.com

Goodman Global, Inc. is the second largest domestic manufacturer of heating, ventilation and air conditioning products for residential and light commercial use based on unit sales. Products are predominantly marketed under the Goodman® and Amana® brand names. Goodman – Amana sells its products through a North American distribution network with more than 700 total distribution points comprised of 136 company-operated and approximately 140 primarily exclusive independent distributors.

EGIA GEOSmart Financing Clearinghouse is the nationwide preferred financing solution for Goodman-Amana, its distributors and thousands of HVAC contractors, nationwide.

details at www.egia.org/goodman

Paul Bony Director Business Development (970) 209-0999 [email protected]

ClimateMaster, Inc. is a leading manufacturer of water-source and geothermal heat pumps. Headquartered in Oklahoma City, ClimateMaster, Inc. is a wholly owned subsidiary of LSB Industries, Inc.

details at www.egia.org/climatemaster


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Rich Applegate CEO Applegate Insulation (517) 927-1313 [email protected]

Applegate Insulation is the largest privately-owned cellulose insulation manufacturer, delivering premiere cellulose insulation to homeowners, through insulation professionals, builders and architects worldwide.

details at www.egia.org/applegate

Jeff Farlow Program Manager- Energy Initiatives Pentair Aquatic Systems (919) 566-8054 [email protected]

Pentair Water Pool and Spa® is a leading manufacturer of pool and spa equipment and accessories. Under the Pentair Water Pool and Spa®, Pentair Pool Products®, Sta-Rite® and Rainbow® brands, Pentair offers the innovative products that make pool and spa ownership more energy efficient.

details at www.egia.org/pentair

Chris Phipps Director, Finance Programs Soligent (707) 992-3130 [email protected]

Soligent is the largest and most comprehensive full-service distributor of renewable energy products in North America. Soligent is the outcome of a merger between two solar powerhouses, DC Power Systems and Solar Depot. EGIA GEOSmart Financing Clearinghouse is the nationwide preferred financing solution for Soligant’s and hundreds of its top-tier solar contractors.

details at www.egia.org/soligent

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Ken Lawson Manager CED Riverside (951) 684-7811

CED GreenTech is a Fortune 200 (Privately-held Companies) distributor of electrical products that provides materials to the renewable energy and energy efficiency industries. Renewable products range from solar and wind technology to custom built in-home energy monitoring services and energy efficiency products from solar window film to high-efficiency air conditioners and insulation. EGIA GEOSmart Financing is the nationwide preferred financing solution for CED GreenTech and its nationwide solar contractor network.

details at www.egia.org/CEDGreenTech


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TRADE ALLY NETWORK DEVELOPMENT AND MANAGEMENT SERVICES Well trained and highly motivated contractors are a key element in any successful sponsored resource efficiency program. The interaction between the contractor and customer is really where the “rubber meets the road” and the make or break moment in terms of influencing the customer buying decision to invest in quality installed high efficiency solutions or take the lower first cost, less efficient path.

EGIA has been developing and managing high performance contractor networks for over 30 years and today manages one of the largest and fastest growing contractor organizations in the country. The Electric & Gas Industries Association is comprised of thousands of independent contractors and manufacturer and distributor affiliates covering the full spectrum of energy efficiency, including top tier HVAC, Insulation, Water Heating, Home Performance, Windows, Lighting, Solar PV, Solar Thermal and Energy Efficient Remodeling contractors.

EGIA is uniquely positioned to support utilities and state and local organizations energy efficiency, renewable energy, water conservation, and green workforce development efforts by administering contractor network recruiting, contractor training & development, contractor screening & approval, performance monitoring, development of contractor sales and marketing tools, implementation of contractor referral programs or simply facilitating contractor development workshops or advising program sponsors of industry best practices.

REBATE ANd INCENTIVE PROGRAM ADMINISTRATION With 35 years of experience in administrating rebate programs, EGIA has a proven track record in delivering a comprehensive yet simple process for rebate submissions, delivering high quality consumer/ contractor service through its call center, generating accurate and timely rebate payments, effectively managing client expectations, protecting confidential customer information and eliminating any and all potential for fraud.

EGIA’s rebate program administration deliverables include; program design, program development, rebate processing, customer service and call center management, database management, program performance reporting, fraud detection and prevention and system security. EGIA provides:


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• A proven and highly effective rebate management system that has resulted in the accurate and timely processing of over 3,000,000 utility and water rebate applications.

• Secure and accurate funds management systems that have safeguarded the distribution of hundreds of millions in utility and government sponsored rebates and incentives.

• Secure database management system designed to track and store data and generate accurate online program reporting.

EGIA’s rebate processing system has been designed to ensure accurate, timely payment of qualifying purchases and prompt and courteous follow-up. Processing is supported by a superior database management system that significantly reduces the chance of errors by automating many of the system functions.


Dan Rourke Sr. Manager, Program Management Nicor Gas (630) 388-2450 [email protected]

Residential/ Commercial Natural Gas Efficiency ProgramEGIA currently provides rebate processing services, database development, online application submittal and call center support services for the Nicor Gas Energy Efficiency Program, directed towards the utility’s residential and commercial customers located in Northern and Central Illinois.

The program offers rebates for high efficiency equipment, including residential and commercial water heaters, furnaces and boilers. This program started with largely a mail-in paper application submittal process. EGIA transformed the program from an early version database management system, to an advanced IT platform and put in place full online document processing and automated customer notification of rebate status. The Nicor program has one of the industry’s most stringent Key Performance Indicators (KPI’s) for call center performance and rebate processing turn-around times. EGIA consistently meets or exceeds those performance metrics.


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Ken Jenkins Conservation Manager California Water Services Co. (310) 257-1484 [email protected]

California Water Service Company High Efficiency Rebate Program

California Water Service Company (CalWater) is the largest investor-owned water utility in the western United States and the third largest in the country.

Water efficiency rebates are provided to single-family, multi-family and commercial customers.

EGIA is responsible for providing comprehensive rebate processing services, database management, call center operations, secure online program management reporting, online application development and rebate funds management.

Joanne Panchana Program Manager Customer Development Pacific Gas & Electric Company (415) 973-9989 [email protected]

PG&E Whole House Rebate Program EGIA provides rebate processing, call center management, screening and background check verification on participating contractors, contractor outreach and training, and customer satisfaction surveys, as part of the implementation team administering the PG&E home performance program. This PG&E rebate program which launched in May 2011 is part of the statewide Energy Upgrade California and is targeted to complete installation of more than 7,500 comprehensive, whole house retrofit projects.

This is one of the most comprehensive home performance programs in the country. EGIA has developed a 100% paperless contractor enrollment process and paperless rebate application process, where all documents are uploaded to the program database through a secure online contractor portal.

This project has continued to evolve since initial project launch, with enhanced system integration into the PG&E Vendor Rebate System (VRS), full automated download of over 6 million PG&E encrypted customer records into the EGIA rebate processing system and expanded online, real-time program reporting and performance analytics.


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Harvey Bringas Residential Rebates Program Manager Southern California Gas (562) 803-7423 [email protected]

SoCalGas Residential Gas Efficiency Programs EGIA administers all aspects of rebate processing, incentive check cutting and call center operations in support of the Southern California Gas Company’s Residential, Multi-Family, Retailer and Manufacturer natural gas efficiency rebate programs.

EGIA’s program delivery includes an online and paperless rebate submittal process for the residential program, an online reservation and budget tracking process for multi-family rebates and real-time program performance reporting for utility program managers through a comprehensive and secure web enabled reporting dashboard.

Allison Spector Conservation Manager Cascade Natural Gas Corp. (360) 788-2356 [email protected]

Cascade Natural Gas Conservation Incentive ProgramEGIA implements the Residential Gas Conservation Incentive Program delivered to Cascade’s customers throughout the state of Washington. This includes comprehensive rebate processing and trade ally program administration.

Trade Ally network administrative services include EGIA development and management of contractor recruitment and incentive program training activities, an industry leading online paperless contractor screening and enrollment process and an online contractor directory and customer referral program. EGIA also designed and maintains the trade ally website and administers the utility coop advertising program and disperses training scholarships for authorized contractors.

Annette Beitel Program Administrator (847) 920-0367 Annette.Beitel@ FutureEnergyEnterprises.biz

Chicagoland Natural Gas Savings ProgramEGIA provided rebate processing program management for the Peoples Gas and Northshore Natural Gas utility residential and commercial natural gas efficiency programs in the greater Chicago area. Products included water heaters, clothes washers, furnaces /boilers, and insulation.

EGIA delivered rebate processing services, online application submittal, an online reservation system, call center management and online program management reporting.


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Bill McDonnell Program Manager Metropolitan Water district (213) 217-7693 [email protected]

This is one of the largest resource efficiency rebate programs in the country delivered through nearly 300 separate water agencies providing services to 18 million Southern California water consumers. EGIA, as the prime contractor, is responsible for delivering the following: § Implementing all aspects of the residential and commercial

water conservation rebate program.§ Implementing an online rebate estimator, rebate application

and reservation program.§ Managing additional 3rd party and agency funds and varying

rebate amounts.§ Providing online 24/7 real-time management reporting.§ Providing trained, high quality, responsive customer service.§ Developing all program marketing and educational materials

(point-of-sale, promotional, website, fact sheets, advertising, etc.).§ Providing in-field inspections on approximately 10% of rebate

applications for business customers§ Establishing market channel partnerships and training to

build product availability and visibility, with over 700 retailer/supplier locations.

§ Managing materials fulfillment, database of suppliers, qualified product lists, rebates-by-agency detail for suppliers and customers.

§ Providing online contractor enrollment and screening process and enhanced Trade Ally outreach and program training.

This program has evolved significantly, since it started as largely a mail-in rebate program. EGIA has transformed the program to a 100% online application process where customers enter an EGIA developed program portal and submit their application. Customers receive auto-generated email notification of rebate status or can log into the EGIA developed website through a secure login for immediate online rebate status information.

Additionally, due to the complexity of the customer base with several hundred separate water agencies participating, EGIA geo-codes all applicant measure data which allows for the development of participant and non-participant mapping by efficiency measure and service provider.


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Ben Bradford director of Operations Willdan Energy Solutions (925) 556-2600 ext. 1230 [email protected]

Sacramento Municipal Utility District Complete Energy Solutions Program

The Complete Energy Solutions (CES) provided turnkey, direct installation energy efficiency services to SMUD small business customers. Retrofit services included lighting, refrigeration and HVAC improvements, and vending machine controls.

EGIA was responsible for installation contractor recruiting, contractor screening, contractor orientation training, rebate processing and call center operations serving business customers and contractors.

Additionally, EGIA supported participating contractors in acquiring regionally available project financing and provided sales training on how to integrate financing into the contractors sales process. Based on project scope and qualification, customers were directed to either the SMUD commercial financing program or to EGIA’s GEOSmart Commercial Leasing program.

Kevin Kerrigan Manager of Sales Atmos Energy (970) 304-2091 [email protected]

Colorado Partners In EnergySource Gas, Atmos Energy and Colorado Natural Gas have partnered to offer regional energy efficiency incentives. The Colorado “Excess is Out” rebate program provides incentives for two separate areas of focus, one on home insulation and building shell measures and the other on appliance / equipment rebates for nearly 20 separate high efficiency devices.

EGIA is the rebate program manager and provides: (1) comprehensive rebate processing services and call center management, (2) online application processing, (3) secure online program management reporting, and (4) rebate funds management for all three utility partners.


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Patrick Egan Director, Collections, Billing and Universal Services Equitable Gas Company (412) 395-2605 [email protected]

Equitable Gas Saver ProgramEquitable Gas Company Gas Saver program provides rebates available to their residential customers in Pennsylvania. Rebates are provided to homeowners installing high efficiency natural gas home heating and/or water heating equipment.

EGIA delivered comprehensive rebate processing program management for the Equitable Gas three-year pilot energy efficiency program, approved by the Pennsylvania Public Utility Commission. EGIA’s program management activities include: rebate processing, database management, online reporting, call center operations and rebate check cutting.

Andy McIntosh Office Logistics Energy Efficiency Program (630) 388-2746 [email protected]

AGL Resources Gas Efficiency Programs The energySMART program provides rebates to customers of Elizabethtown Gas and Florida City Gas, that are either SWITCHING their electric or propane appliances to natural gas or REPLACING older natural gas appliances with new, high-efficiency, natural gas models. EGIA rebate processing services are also being delivered to additional AGL utilities, including administering the thermostat giveaway program with Chattanooga Gas.

EGIA provides rebate processing for the programs including online applications for customer ease. EGIA also provides call center operations for the complete program with extensive reporting around comprehensive program KPI’s.

Jay Wrobel Executive Director Midwest Energy Efficiency Alliance (312) 784-7245 [email protected]

Illinois Appliance Rebate ProgramEGIA, as a sub-contractor to the Midwest Energy Efficiency Alliance, provided all statewide rebate processing functions for this ARRA funded Illinois program.

EGIA provided check cutting services and verification of the retailer point-of-sale instant discount option, rebate processing for contractor installed water heating and HVAC measures and the rebate processing, online application submittal and database management and reporting services for the states mail-in recycling rebate program.

In less than 12 months, EGIA processed thousands of rebate applications and distributed over $13 million in rebate payments to consumers, contractors and retailers throughout Illinois.


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Libby Dodson ARRA Program Manager Pennsylvania Department of Environmental Protection (717) 772-8907 [email protected]

Pennsylvania Home Heating Equipment Rebate ProgramEGIA provided rebate processing services, database management, and developed and implemented an online rebate reservation system for the State Energy Efficient Appliance Rebate Program (SEEARP) for the state of Pennsylvania.

The Program had an $11 million budget for rebates on high efficiency home heating equipment, including water heaters, furnaces and boilers. The Program utilized an EGIA administered an online rebate reservations system for consumers to reserve rebates prior to purchasing products.

Shannon Stanfill Manager, State Energy Program Wyoming State Energy Office (307) 777-2841 [email protected]

Wyoming Appliance Rebate ProgramEGIA completed this State Energy Efficient Appliance Rebate Program for the state of Wyoming, funded through the American Recovery and Reinvestment Act. EGIA coordinated all aspects of program design, cost-effectiveness analysis and documentation, trade ally and stakeholder outreach, rebate processing, verification, and marketing to successfully introduce a comprehensive, quick-launch program in less than six-weeks.

The Program provided rebates on high efficiency products and home heating equipment, including clothes washers, dishwashers, water heaters and furnaces.

Steve Shallenberger Program Manager (951) 259-8800 [email protected]

California Statewide Commercial Laundry Program

EGIA implemented rebate processing for this statewide commercial laundry program throughout California. The program was sponsored by California’s four Investor Owned Utilities, Pacific Gas & Electric, Southern California Gas, Southern California Edison, and San Diego Gas & Electric.

Rebates were provided for the installation of energy efficient and water efficient clothes washers installed in laundromats, multi-family housing and hotels/motels.

EGIA administered all rebate processing, check cutting, database management, and website development, online application submittal for customers and online reporting for program managers.


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EGIA Utility / Government Program Management Overview

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Transcript of EGIA Utility / Government Program Management Overview