2017 Residential & Hard-to-Reach Standard Offer Programs Workshop October 26, 2016
2 2 AEP Contact Information • AEP Texas Central Company (TCC) Residential: Jim Fowler 361-881-5790 jjfowler@aep.com Hard-to-Reach: Vee Strauss 361-574-2252 svstrauss@aep.com • AEP Texas North Company (TNC) Residential: Rhonda Fahrlender 325-674-7513 rrfahrlender@aep.com Hard-to-Reach: Steve Mutiso 325-674-7287 smmutiso@aep.com • Southwestern Electric Power Company (SWEPCO) Residential & Hard-to-Reach: Debra Miller 318-673-3324 damiller1@aep.com
3 3 Texas Service Territory AEP is offering the Residential and Hard-to-Reach Standard Offer Programs through its Texas distribution companies: • AEP Texas Central Company (TCC) • AEP Texas North Company (TNC) • Southwestern Electric Power Company (SWEPCO)
4 4 Overview • Primary objectives of the SOPs are to achieve cost-effective reduction in: • summer & winter peak demand • annual energy consumption • The SOPs each provide set incentives to Service Providers (or Project Sponsors) for the installation of qualifying energy efficiency measures • The incentives are based on peak demand (kW) and annual energy (kWh) savings • The SOPs utilize approved deemed savings values contained in the State of Texas Technical Reference Manual (TRM) to estimate kW and kWh savings impacts
5 5 Overview (cont.) AEP • Reviews, approves, rejects applications • Pre-approves all marketing material, including social media and telemarketing • Performs inspections • Processes incentive requests based on inspection results • Manages programs and incentive dollars • Adjusts programs as needed • Verifies PUCT compliance
6 6 Overview (cont.) Project Sponsor • Enters into SOP Agreement • Follows program requirements outlined in manual • Identifies project opportunities • Markets program and negotiates terms with customer • Verifies customer eligibility • Installs and accurately reports qualifying measures • Reviews the TRM for all measure installation requirements
7 7 2017 Program Budgets Budgets for the 2017 Residential and Hard-to-Reach SOPs are as follows: TCC Residential SOP – Large Projects TBD $150,000 TCC Residential SOP – Small Projects $1,011,300 $150,000 TCC Hard-to-Reach SOP $953,460 $75,000 TNC Residential SOP $535,050 $75,000 TNC Hard-to-Reach SOP $163,560 $50,000 SWEPCO Residential SOP $845,000 $125,000 SWEPCO Hard-to-Reach SOP $835,000 $100,000
8 8 TCC Residential SOP • Small Projects • No Reservations • Multi-Family properties not eligible • All applicants start here • Large Projects • Reserves funds for program year • 5% security deposit • Milestone schedule (40% of contract met by May 31, 2017; 75% of contract met by August 31, 2017) • Program managers have the authority to cancel/delete any measure entered into P3 and not submitted on an invoice within 45 days of installation
9 9 TNC Residential and TCC & TNC Hard-to-Reach SOPs • No minimum project size • Single- & Multi-Family projects are eligible • No Reservations • Project Sponsors with no experience will start with a cap of no more than $25,000. Additional funds may be allocated per the program administrator’s discretion based on an analysis of the project sponsor’s performance and available program budget • Program managers have the authority to cancel/delete any measure entered into P3 and not submitted on an invoice within 45 days of installation
10 10 SWEPCO Residential & Hard-to-Reach SOPs • No minimum project size • Single- & Multi-Family projects are eligible • $25,000 cap on Multi-Family projects • No Reservations • Project Sponsors with no experience will start with a cap of no more than $25,000. Additional funds may be allocated per the program administrator’s discretion based on an analysis of the project sponsor’s performance and available program budget. • Program managers have the authority to cancel/delete any project entered into P3 and not submitted on an invoice within 45 days
11 11 Program Changes in 2017 • P3 Platform Database to be utilized by TCC, TNC, and SWEPCO in 2017 • Incentive rates will be by measure in 2017. Further details to be provided • No incentive rates for underserved counties • No reservations • Annual limit is not a guarantee of funds • Air Infiltration, Ceiling Insulation, and retrofit Heat Pump replacing electric resistance units measures will require Pre and Post photos to be uploaded into P3 database • All documentation will be uploaded into P3 database
12 12 Program Issues & Concerns • Air Infiltration measure – extremely important not to violate minimum ventilation rule for health & safety reasons • Documents must all be uploaded as required before a project may be completed in P3 database • The appropriate year and specific program Field Note Forms must be used • Accurate reporting of heating type, existing levels of insulation, # of treated areas (returns, vents, plumbing penetrations, light bulbs, etc.) • HERs Rater on staff to confirm measure installation quality and functionality to provide energy efficiency without harm to the residential premise (duct efficiency and air infiltration measures)
13 13 Program Impacts of TRM in 2017 The TRM 4.0 will have changes to kW and kWh savings for Duct Efficiency, Air Infiltration, and Ceiling Insulation Measures.
14 14 Registration & Implementation Timeline • 1 st Day to begin program registration and submit application • November 9, 2016 @ 10:00 a.m. CDT • Implementation begins in 2017 • Must have approved application status and fully executed agreement • Must have 2017 Host Customer Agreement & Acknowledgement (HCA) Forms AEP TCC AEP TNC SWEPCO Residential SOP January 10, 2017 January 10, 2017 January 17, 2017 @ 10:00am CST @ 10:00am CST @ 10:00am CST Hard-to-Reach SOP February 7, 2017 February 7, 2017 February 7, 2017 @ 10:00am CST @ 10:00am CST @ 10:00am CST
15 15 SWEPCO P3 Application Process • Project Sponsors who previously used P3 can apply with their 2016 credentials by clicking on the enrollment link at www.swepcogridsmart.com • New Project Sponsors can apply by clicking on the enrollment link. Click ‘Log in’ on the first page and ‘Create account’ on the second page to begin the process.
16 16 Program Websites The websites will contain Program Manuals, Required Forms and Updates, and P3 Registration and Login TCC & TNC Program Website www.aeptexas.com/save SWEPCO Program Website www.swepcogridsmart.com
Comments and Questions…… Following is a presentation on “How to Make an Application in P3”
Program Guidelines and References Summary purposes only! (Details need to be obtained from the SOP Manuals)
19 19 Am I Eligible to Participate? • Any entity meeting the SOPs application requirements that installs eligible residential energy efficiency measures at a customer site with residential electricity distribution service from TCC, TNC or SWEPCO is eligible to apply for participation in the SOPs • Eligible Project Sponsors may include: • Energy service companies • Retail electric providers • National or local companies that provide energy-related products (e.g., insulation or HVAC) • Product retailers, if they install the particular energy-efficient products sold as part of the SOPs
20 20 Project Sponsor Requirements At a minimum, a Project Sponsor must have the following requirements to apply for participation in the SOPs: • Valid insurance (e-mailed directly to appropriate Program Administrator by insurance agency) • All appropriate licenses or certifications • Home Energy Raters (HERs) or Building Performance Institute (BPI) individual required to be on staff for any Project Sponsors(s) performing Duct Efficiency and/or Air Infiltration measures • References • Evidence of technical and managerial capabilities and experience • Current year calibration of equipment certificates and serial numbers if performing Duct Efficiency and/or Air Infiltration measures
21 21 How Do I Participate? • Review applicable SOP Manuals • Review each SOP Agreement • Complete and submit on-line registration & application. • If applicable, upload testing procedures at time of registration • Applications will be reviewed upon receipt of all required application documents • Contracts will be awarded based on project sponsor qualifications, performance history, etc., to ensure program goals will be achieved with quality installations and timely reporting
22 22 How Do I Participate? (cont.) • Proof of statutorily-required insurance submitted by insurance agency • Once application is approved, enter into a contract with AEP to install eligible measures • Refer to Program Manuals and Program Websites for additional information • Refer to the latest Technical Reference Manual (TRM) for measure installation standards (Eligibility and High-Efficiency Condition) and savings calculation detail
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