Home Performance Program Healthy, Comfortable & Efficient

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1 Home Performance Program Healthy, Comfortable & Efficient Mike Corbett May 14, 2018 Powering forward. Together.

2 Why the Change? Simplify the program for our customers and HPP contractors HPP is a large undertaking for customers ($, time, Stress of Unknown) Missed opportunities to save and do it right (HVAC Change-outs, re-roofing) Time-of-Day Pricing PG&E sun-setting HUP SMUD priorities for electrification and carbon reduction

3 PG&E Sun Setting Home Upgrade Program Home Upgrade Program The prescriptive Home Upgrade Program will be gone by June 2018 HUP accounted for $1,500-$2,700 of customer incentive in addition to SMUD HPP PG&E s is offering an Advanced path & Pay for Performance after June 2018 Why does SMUD Care? The SMUD HPP program has evolved to be closely aligned to PG&E s Home Upgrade Program to increase participation potential The sun setting will now require contractors to participate in two distinctly different programs, thus increasing administrative burden and potentially reducing participation in SMUD s HPP program.

4 Three Package Options Allow customers an option for a phased approach to upgrading their home Better aligned with contractor sales cycle and seasonality of work No more complicated rebate tiers Flat rebate per package Customers know exactly what they get! SMUD brochures and collateral

5 Seal and Insulate Package > R-38 & Deep Bury Sealed Attic floor & Home New Ducts **Bonus kicker for Windows**

6 Heating & Cooling Package High Efficiency 16 SEER+ 90%+ AFUE Furnace/Air Handler SMUD Approved Thermostat **Bonus Kicker for High Airflow**

7 Gas to Electric Conversion Package Heat Pump Space Conditioning Heat Pump Water Heaters Electric Ready A healthier and safer All Electric Alternative for your Home

8 A-la-cart Measures Whole House Fan- $100 Variable Speed Pool Pump- $350

9 Timeline Contractors can start selling under the new packages today No old JRTs will be accepted for new applications starting July 1 Old JRTs in process prior to July 1 will be accepted until completion

10 Exceptions All exceptions must be requested pre-upgrade except: Inaccessible ducts Crawlspace deep buried ducts Air-leakage within 10% T-stat Incompatibility Existing new ducts Electric-to-electric package unit efficiency

11 Pre-Upgrade Exception Process A standard exception form will be provided Must show due diligence Can propose an alternative solution Exceptions will be review in 48 hours An exception may be requested by phone A confirmation form will sent for signature All related documents must be summited

12 Post-Upgrade Exceptions Handled case-by-case 3 or more in 90 days Probation Removed from the website for 30 days

13 JRT Changes Same look Simpler Multiple check boxes per package for tracking Only fill out menu tab related to work JRT can include any combination of packages New JRT for separate jobs

14 The New JRT Check the boxes that correspond to each measure. The rebate will be automatically calculated at the bottom of the menu once the JobInfo tab is also completed. for assistance. SMUD HOME PERFORMANCE PROGRAM Contractor: Installation Address: Requirements Measure Description Rebate Preupgrade Postupgrade $ earned SEAL AND INSULATE REBATE PACKAGE Minimum requirements: Attic insulation must be R38, ducts must be deep buried and meet R8, 5% leakage, and home must be sealed to ASHRAE SLA 4.9 Standard or less Optional additional measure: Window Replacement Attic Insulation Ducts Insulate attic above all conditioned areas to R38 or greater. R29 Add ducts or Replace ducts Straighten, shorten, and set ducts on attic floor and deep bury them Sealed attic floor, R38 (knee walls R19) $1,500 New duct system, R8, 5% duct leakage $1,000 Not buried Deep buried $500 FALSE FALSE Window Replacement Replace 50 square footage or more of windows with efficient ones Ufactor 0.30, SHGC 0.25, NFRC ratings labels $500 FALSE HEATING AND COOLING SYSTEMS REBATE PACKAGE Minimum requirements: Duct sealing to 15% for existing ducts or 5% for new ducts, install an approved Smart Thermostat. Bonus measure: Achieve 400 CFM/ton of measured airflow to receive the HVAC Airflow Bonus Split central AC 16 SEER, 90% AFUE Split central AC $1,450 $1,450

15 The New JRT HEATING AND COOLING SYSTEMS REBATE PACKAGE Minimum requirements: Duct sealing to 15% for existing ducts or 5% for new ducts, install an approved Smart Thermostat. Bonus measure: Achieve 400 CFM/ton of measured airflow to receive the HVAC Airflow Bonus Replace HVAC Smart Thermostat HVAC Airflow Bonus New or replacement HVAC system WiFi enabled thermostats (HPwES approved smart thermostats) Ensure adequate measured airflow per CFM (sum of all systems) Split central AC 16 SEER, 90% AFUE Split central AC 18 SEER, 90% AFUE Packaged central AC 16 SEER, 80% AFUE Split heat pump 16 SEER, 8.2 HSPF, 90% AFUE Split heat pump 18 SEER, 10 HSPF, 90% AFUE Packaged heat pump 16 SEER, 8.2 HSPF Minisplit heat pump 16 SEER, 8.2 HSPF $1,450 $1,450 $1,450 $1,450 $1,450 $1,450 $1,450 HPwES approved smart thermostats $50 per smart thermostat Achieve 400 CFM/ton of measured airflow $500 FALSE GAS TO ELECTRIC CONVERSION Minimum qualifying requirements: Must participate in the Heating and Cooling Systems Rebate Package to qualify for any of the Gas to Electric Conversion measures. Bonus measure: Replace existing gas furnace with a heat pump space heater, replace existing gas DHW with heat pump DHW, and either install induction cooktop OR replace electrical panel to qualify for the All Electric Bonus. Heat Pump Space Heater Conversaion Replace existing gas furnace to a heat pump space heater with 16 SEER, 8.2 HSPF. Existing gas furnace Heat Pump Space Heater (Split heat pump, packaged heat pump or minsplit heat pump) with 16 SEER, 8.2 $2,500

16 The New JRT GAS TO ELECTRIC CONVERSION Minimum qualifying requirements: Must participate in the Heating and Cooling Systems Rebate Package to qualify for any of the Gas to Electric Conversion measures. Bonus measure: Replace existing gas furnace with a heat pump space heater, replace existing gas DHW with heat pump DHW, and either install induction cooktop OR replace electrical panel to qualify for the All Electric Bonus. Heat Pump Space Heater Conversaion Domestic Hot Water Replacement Electrical Panel Replacement Induction Cooktop Replace existing gas furnace to a heat pump space heater with 16 SEER, 8.2 HSPF. Existing gas furnace Heat Pump Space Heater (Split heat pump, packaged heat pump or minsplit heat pump) with 16 SEER, 8.2 HSPF. Replace existing gas DHW to a heat pump Heat Pump DHW, EF 2.87; be SMART DHW with uniform EF 2.87 or greater. Water Existing gas DHW capable; include thermostatic mixing heater must be SMART capable and must valve. include a thermostatic mixing valve. $3,000 Upgrade existing electrical panel to Amp Electrical Panel, install 2 Amps, including at least two electric ready electric ready circuits (EV, Cooktop, or circuits. Dryer Hook Up) Replace existing gas cooktop with induction cooktop Existing gas cooktop Induction cooktop $250 $2,500 FALSE All Electric Bonus Perform Domestic Hot Water Replacement, Packaged Heat Pump and one of: Electrical Panel Replacement OR Induction Cooktop $2,500 EXTRA MEASURES Note: The following measures may be included with any qualifying Home Performance Program project. Pool Pump Replace pool pump Singlespeed Variablespeed $350 FALSE Wholehouse Fan Install permanent wholehouse fan No whole house fan or whole house < 1000 CFM Wholehouse fan 1000 CFM $100 per fan

17 The New JRT Knee wall insulation Rvalue, if applicable (Indicate in NOTES if your estimate includes effects of insulation quality/installation)* * To determine the effective Rvalue of attic insulation, measure the depth and specify the effective Rvalue according to BPI guidelines AIR SEALING AND MECHANICAL VENTILATION Total air infiltration (all zones) (CFM50) 0 Method used to measure house infiltration Maximum postupgrade total home infiltration (CFM50) (4.9 SLA) Program infiltration target met? Minimum total air infiltration below which mechanical ventilation is recommended (CFM50) Total mechanical ventilation (CFM) (sum of all fans meeting ASHRAE criteria) Additional mechanical ventilation recommended per ASHRAE Standard ? Total minimum fan ventilation rate (CFM) (if mechanical ventilation recommended by ASHRAE) DUCT REPLACEMENT* System 1 measured air flow System 1 duct leakage to outside System 1 duct Rvalue System 2 measured air flow System 2 duct leakage to outside System 2 duct Rvalue Method used to measure total air flow HVAC system total measured air flow CFM (do not use nominal) YES Enter the # bedrooms, conditioned floor area, average ceiling height, and # floors to calculate minimum infiltration without mechanical ventilation YES 0 Enter the conditioned floor area and number of bedrooms to calculate fan ventilation rate

18 Vision Workflow is the same Applications can include any combination of packages New applications for separate jobs

19 Program files Updated in the coming weeks JRT Website Other documentation

20 The Future

21 Questions?

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