WELCOME

2018 Commercial Programs Basic and Custom Presentation

January 10, 2018

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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, cary.betts@oncor.com

Kim Hooper: Basic Commercial Program - Lead

• Basic Commercial Program and Project Management

• Contact Kim at 214-486-3158, kim.hooper@oncor.com

Ron Haskovec: Custom Commercial Program - Lead

• Custom Commercial Program and Project Management

• Contact Ron at 214-486-5160, ron.haskovec@oncor.com

Ron Haskovec: Commercial Load Management Program - Lead

• Commercial Load Management Program and Project Management

• Contact Ron at 214-486-5160, ron.haskovec@oncor.com

Jeff Reed: Solar Commercial Program - Lead

• Solar Commercial (and Residential) Program and Project Management

• Contact Jeff at 214-486-6966, jeff.reed@oncor.com

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 eepminsurance@oncor.com 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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PROGRAM PROCESS

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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

Cary.Betts@oncor.com support@oncor.com

214-486-3220 866-258-1874

Kim Hooper Insurance Coordinator

Kimberly.Hooper@oncor.com eepminsurance@oncor.com

214-486-3158 866-258-1874

Ron Haskovec

Ron.Haskovec@oncor.com

214-486-5160

Jeff Reed

Jeff.Reed@oncor.com

214-486-6966

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Please feel free to

contact us with any

questions.

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