Transcript Introduction to AEP’s 2000 Residential and Small

Residential & Small Commercial
Standard Offer Program
2005 Workshop
Welcome and Introduction
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Program
Administrators –
AEP Texas Central
Company
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Russell Bego
Pam Osterloh
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AEP Texas North
Company
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Rhonda Fahrlender
Gary Throckmorton
AEP SWEPCO
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Lana Deville
Tom Patty
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Program Summary
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First Come/First Served
Internet Application and Reporting
Large Projects
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Project size equal or greater than 20 kW
Reserves funds for calendar year
Small Projects
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No minimum project size
Reserves funds for 45 days
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What’s New for 2005?
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Duct efficiency improvement revision
All Project Sponsors required to use HCA
template
No multi-family allowed in small projects at
TCC & TNC
Changes to application forms
On-line site verification
ESI ID required at TCC & TNC
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Duct Efficiency Changes
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Refer to Deemed Savings for changes
Multi-family
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Majority in Conditioned Space now
ineligible
Majority Conditioned/Unconditioned Space
can’t be determined – now ineligible
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Program Roles
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Program Administrator
Project Sponsor
Customer
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Program Administrator – AEP
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Administer the program according to rules and
template guidelines
Review and approve or reject program
applications
Inspect and verify that measures meet intended
purpose
Administer incentive dollars
Adjust programs as needed
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Project Sponsor
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Project opportunities
 Identify energy measures to install
 AEP will not provide marketing assistance or
endorsements
Verify customer eligibility
 Obtain ESI ID
 HCA/Customer Acknowledgement
Install and document energy savings
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Customer
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To qualify
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ESI-ID
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Must be distribution customer of AEP
May purchase power from any supplier
Municipals and Co-ops are not Customers
TCC - 100327894….
TNC - 102040497…
SWEPCO - 101769896, account number, or meter
number
Signs HCA and Customer Acknowledgement
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Customer Classes
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Residential
Multi-family
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Master-metered are commercial
Individually-metered are residential (each unit)
Common area is small commercial
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Customer Classes
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Small Commercial
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Customers under common ownership with peak
demands less than 100kW and the aggregate
demand is less than 250kW
Examples of facilities usually 100kW or less:
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Most convenience stores
Office/retail buildings less than 15,000 sq ft
Facilities with less than 50 tons of air conditioning, with
little or no process energy use
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Two Ways To Participate

Large Projects

Small Projects
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Small vs. Large Projects
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Small Projects
Simplified contract
Smaller project size
No security deposit
Max. per request: $5,000
Max. per year:
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SWEPCO $20,000
TCC
$75,000
TNC
$30,000
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Large Projects
Standard SOP agreement
Larger, multi-site projects
5% security deposit
Min. project size: 20kW
Max. Incentive amount:
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SWEPCO $ 43,000
TCC
$237,938
TNC
$ 66,000
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Small vs. Large Projects
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Small Projects
Funds reserved 45 days
No milestone schedule
M&V Options
 Deemed Savings
 Simplified M&V
Eligible Customers: SF,
SmC (multi-family at
SWEPCO only)
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Large Projects
Funds reserved for year
Milestone schedule
M&V Options
 Deemed Savings
 Simplified M&V
 Measured Savings
Eligible Customers: SF,
MF, SmC
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Large Projects:
Key Program Elements
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Security Deposit
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5% of contracted amount
Refunded when 75% of contract achieved from
inspection adjusted approved invoices
Milestone
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50% of contract met through approved
invoices by 6/30/05 (for contracts executed
prior to 4/1/05)
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Large Projects: Project
Sponsor Incentive Limit
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Residential and Small Commercial
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SWEPCO - $43,000
TCC - $237,938
TNC - $66,000
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Small Projects:
Key Program Elements
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Submit incentive request to reserve funds
for 45 days
$5000 maximum per reservation
Monthly limit on incentive requests
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SWEPCO/TNC
TCC
$10,000
$15,000
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Small Projects:
Incentive Budget
Release Dates for Funds:
1/10/05
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SWEPCO
TCC
TNC
$ 50,000
$400,000
$ 75,000
5/1/05
$ 25,500
$400,000
$ 75,299
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Small Projects:
Incentive Limit
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Residential and Small Commercial:
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Per Project Sponsor
SWEPCO
$20,000
TCC
$75,000
TNC
$30,000
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How do I participate as a
Project Sponsor?
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Review Program Manual
Review SOP Agreement
Determine Project Size
Determine if you will participate in the
Large Projects or Small Projects component
Complete and review on-line application
Submit application via internet
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How do I participate as a
Project Sponsor?
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Applications will be reviewed on a firstcome, first-served basis
Once eligibility has been verified and
application approved, enter into a contract
with AEP to deliver demand and energy
savings
Refer to Program Manual for additional
information
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Project Sponsor Requirements
Project Sponsors must have:
 Adequate insurance
 All appropriate licenses
 References
 Evidence of technical and managerial
capabilities and experience
 Evidence of financial capability
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Incentive Payments
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Fixed, or “standard” price paid for a kW
and kWh of demand and energy
reduction
All payments are based solely on predetermined annual kW and kWh savings
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Incentive Payments
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Incentive Payments
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HVAC: 3 ton, 13 SEER = approx. $281
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Climate Zone 2
Ceiling Insulation: 1500 square feet, heat
pump, Base of R-6 = approx. $278
Duct Efficiency: 1500 square feet, HVAC
w/heat pump, = approx. $402
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Incentive Payment Limits
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Lighting (65%)
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Maximum of 65% of a project’s kW and
kWh incentive payments may come from
lighting
Load Factor Caps
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Combined kW and kWh incentive payment
may not be more than $611 per kW at TNC
and SWEPCO, $570 at TCC
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www.aepressop.com
Application Forms
The following information must be
submitted as part of the application
process:
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Project Sponsor Information
Project Description
Estimated Impacts
Marketing Plan
Project Sponsor’s Qualifications
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Changes to Application Pages
Initial application will require submittal
of any subcontractors for measures being
installed
 System locked until launch time
 Must select measures you intend to install
and provide proof of your experience or
your subcontractor’s in installing those
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measures
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Application
Application
Application
Application
Large Project Application
Guidelines
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All applications will be taken over the Internet
Only one username logged on at the time of
submittal
Applications must be completed prior to midnight
the day before the application date at each
company
At 10:00 AM on each application day the system
will be available and submit buttons will appear
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Large Project Submittal
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Be sure all check boxes show complete prior to
12:00am CST before application date
Access login page up to 10 minutes before 10:00
am CST
When the server passes 10:00, hit F5 to refresh
screen to make the “Submit Login” button become
active
Type in username and password, click on the
“Submit Login” button
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Small Project Application
Process
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All applications will be taken over the
Internet
Project Sponsors submit qualifications and
other data anytime beginning January 3
After approval, access will be granted to
allow incentive reservations
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I’ve been awarded a contract,
now what do I do?
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Obtain Pre-approvals
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MF projects
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Site
Measures
Work Schedule
Duct Description
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Identify Project Opportunities
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AEP will not provide marketing assistance
or endorsements
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Use of AEP name not allowed
Project Sponsor Listing available at
aepefficiency.com
Verify customer eligibility
Customer signature on Host Customer
Agreement
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Install Measures
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Small Projects - Reserve funds via internet
Large Projects – Funds previously reserved
by contract
Install measures
Customer signature on Customer
Acknowledgement
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Reporting and Invoicing
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Monthly reporting via internet
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Enter installations before end of month
Close-out by 10th of following month
Inaccurate reporting results in failures
AEP will process inspection-adjusted
invoice within 45 days
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Installation Inspections
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Random sample of measure installations
Verify that reported measures are still in
place
Verify if measure is installed properly and
capable of performing its intended function
Verify that measures qualify and that
installation standards were followed
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Program Website
www.aepressop.com
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Refer to website for:
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SOP schedule
Latest program announcements
Available funding
FAQ’s
Program Manual
Downloadable forms, helper application
Program contact information
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Application Dates & Times for
Large Projects
SWEPCO
November 9, 2004 at
10:00 am CST
TNC
November 10, 2004 at
10:00 am CST
TCC
November 11, 2004 at
10:00 am CST
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Application Dates and Times
for Small Projects
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January 3, 2005 Application available on
the web site
January 10, 2005 at 10am CST
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Contact Information
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SWEPCO – Lana Deville
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TCC – Pam Osterloh
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Phone: 318.673.3514
E-mail: [email protected]
Phone: 361.881.5730
E-mail: [email protected]
TNC – Rhonda Fahrlender
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Phone: 325.674.7513
E-mail: [email protected]
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