Sharyland Utilities’ 2014 Residential and Hard-to-Reach Standard Offer Program Workshop

www.SharylandEfficiency.com

Sharyland Utilities’2014 Residential and Hard-to-ReachStandard Offer Program Workshop

February 2014

Dial In: 877-783-2009Passcode: 981535


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Webinar Instructions (Cont.)Attendees will be on mute during the callYou can ask a question by utilizing the Question Box located on the Webinar toolbar


Workshop AgendaRecap 2013Challenges in 20132014 Program DetailsKey Program Changes for 2014EnerTrek Changes for 2014

-10 Minute Break-Question & Answer Session


Program Contacts

FrontierRita Saegert(512)372-8778 x [email protected]

Kelly Bradford(512)372-8778 x [email protected]

SharylandBridget Headrick

(512)721-2668bheadrick@sharyland

.com

Alicia Rigler(512)721-2661

[email protected]


Recap 2013


2013 Program Results Summary

Residential Hard-to-Reach Total

Budget $125,000 $100,000 $225,000

# Customers 171 56 227

# Installs 277 145 422

kW Savings 115.821 85.219 201.04

kWh Savings 596,034 406,925 1,002,959


2013 Program ChallengesCustomer Verification Process Customers must be verified before

implementation Customer look up feature based on:

ESI ID Number – Mission area Meter Number – Other areas Input errors with Meter/account numbers

Marketing Residents remain uncertain about our

efficiency programs Customers needing service in underserved

Sharyland territoriesProject Sponsors Missed Milestones (open pot)


2013 Program Challenges (cont.)

Multi-family projects Pre-inspections are required before

approval• Project must be submitted for approval in

EnerTrek®

Coordinate with program administratorHost Customer Must Sign All Required Documents Submit all required documents via the

document upload feature in EnerTrek®

Load Factor Cap Confusion No load factor cap in 2014


2014 Program Details


2014 Program Funding

Program Budget

Residential $226,137Hard-to-Reach $62,885

Total $289,022


2014 Program Incentive Rates

Program $/kW $/kWh

Residential – Standard Rates 278 0.10Hard-to-Reach – Standard Rates 477 0.16


Res & HTR IncentivesIncentives are on a First Come – First Serve basis, no reservation required.Project Sponsors are limited to 20% of program budget.Incentives are paid directly to Project Sponsor.Project Sponsor is not required to pass any incentive payment to customer.PUCT requires the Project Sponsor to disclose that incentives are available “through a ratepayer funded program, manufacturers, or other entities.”


Important Application DatesAll Applications Open:

Tuesday, February 4, 2014 @ 10 am

Application Submissions: Tuesday, February 11, 2014

Residential Large @ 10 am Hard-to-Reach Large @ 11 am

Implementation Start Date:Tuesday, February 25, 2014 @ 10 am


Project Sponsor Review CriteriaOffering a comprehensive set of measuresServing a variety of countiesPrevious program experienceInspection Results and FeedbackCustomer ComplaintsTimeliness in Reporting and Invoicing

Installations


Project Sponsor RequirementsInsurance Sharyland must be listed as additional insured Subcontractors must also provide proof of

insurance (no need for Sharyland as additional insured)

Refer to program agreements for details on required coverage

All appropriate licenses/permits for DU and INHERS, PVT, HPP, or BPI certificate when Blower

Door testing and Duct Blaster™ testing is required in 2014

Minimum of three referencesTechnical capabilities and experienceList of subcontractors and affiliations


Project Sponsor Responsibilities

Identify project opportunities

Verify customer eligibility Must receive Distribution service from Sharyland Proposed measures cannot have been retrofitted in

past 10 years Homes newer than 5 years old will be reviewed

Enter into an agreement with Host Customer and have them sign Host Customer Agreement and Customer Acknowledgement forms.


Project Sponsor Responsibilities(cont.)

Verbally inform customers about the inspection process and that they could be selected.

HTR Specific Requirements: Hard-to-Reach customers are defined as those

customers with a total household income of less than 200% of current federal poverty guidelines.

HTR customers must fill out Income Eligibility Self Certification Form

HTR have to use the Multi-family Income Eligibility form for apartment complexes and other multi-family dwellings.


EM&V ProcessPUCT is working with a third party evaluatorEvaluator may contact you or your customers Continue to keep all customers forms and agreements for your recordsEvaluation results can impact future program approval decisions


Key 2014 Changes


Marketing Materials ReviewAll marketing materials must be approved by Sharyland prior to beginning outreach

Submit all marketing materials for review to: [email protected]


Service Territory Maps

Map PDFs available for download from program website

Updated ZIP code list


2014 Key ChangesIncentives on a First Come – First Serve basis, no reservation required

Project Sponsors will be approved in both Res and HTR

Leakage-to-Outside testing required for duct

CFLs are no longer incentivized


2014 Key Changes (cont.)Must use standard document templates available at www.SharylandEfficiency.com

Standardized Field Data Sheets required for all customers

Deemed Savings Changes Winter Peak kW savings Technical Reference Manual (TRM)


2014 Key Changes (cont.)Homes that are built after 2008 will be reviewed

Pre-Inspections are required for Multi-family projects

No load factor cap will be enforced in 2014

ESI IDs assigned to all SU customers by May 2014


2014 EnerTrek Changes


Key EnerTrek ChangesNumber of Bedrooms input required for Single & Multi-family projectsLow-flow showerheads and faucet aerators measures addedDeemed Savings helper online portalMulti-Family Customers Look Up Function

Must do ESI ID/Meter Number lookup for each MF unit

Submit any inactive ESI IDs to administrator via email

Field Data Sheet must be provided before invoicing


Document Upload Feature


Project Sponsor - Application


Project Sponsor – SF Customers


Project Sponsor – MF Template


Res & HTR ResourcesEnerTrek® System Login:

http://sharyland.tx.ressop.com/Login/Login.aspx

Res Programs’ Information: http://www.sharylandefficiency.com/residential/overview.htm

Downloads SOP Agreement Program Manual EnerTrek User Guide Host Customer Agreement Customer Acknowledgement and Certificate (single and multi-family) Income Verification Forms (single and multi-family) Field Data Sheet All Bills Paid Affidavit Service Territory


10 Minute BreakUse the webinar toolbar to ask questions.


Question and Answer Session

Use the webinar toolbar to ask questions.