2016 HES Onboarding Meeting December 14, 2015

Transcription

1 2016 HES Onboarding Meeting December 14, 2015

2 Time: Topic: Presenter: 11:30 Meet and Greet (Lunch) Agenda 11:50 Welcome Address Matt Gibbs 12:00 Welcome Remarks and Introduction Diane DelRosso, Evan Seretan 12: HES Goals and Budgets Diane DelRosso, Evan Seretan 12:15 Upcoming Trainings Hannah Savage, Evan Seretan 12:30 HES 2016 Program Hannah Savage, Craig Clark, Evan Seretan 1:00 Lead Technician Requirements Evan Seretan 1:05 DOE HEScore Damaris Velez, Art St. Armand 1: Field Implementation Manual Mark Foley 1:45 Break 2:00 HES Scorecard Craig Clark, Evan Seretan 2:15 Financing Madeline Priest - Green Bank 3:00 Re-Cap Diane DelRosso 3:20 Questions and Answers Diane DelRosso, Evan Seretan 4:00 Utility Agreements and Training Sign-Ups Diane DelRosso, Evan Seretan 2

3 Eversource HES Team Craig Clark Mark Foley Damaris Velez Hannah Savage Arthur St. Armand Clean Energy Communities and Workforce: Diana McCarthy-Bercury Samantha Sojka 3

4 United Illuminating (UIL) HES Team Evan Seretan John Ruckes Alice Martin Clean Energy Communities and Workforce: Sheri Borrelli Lisa Sarubbi Purchasing Theresa Terry 4

5 HES 2016 Goals and Budgets

6 HES 2016 Program Goals HES Single Family (1-4 units) Increase core measure (non-barriered) homes that received air sealing MMBtu savings by 2% over 2015 actuals 24.5% of homes must install at least one add-on measure Achieve average CCF savings of 2% above 2015 actuals for natural gas heated homes 6

7 Budgets Spending Cap (Eversource) No one vendor will be allowed to spend greater than 8% of the electric budget annually There is no limitation on natural gas 7

8 Budgets Eversource Home Energy Solutions CORE Services* Area HES Budget Electric $13,611,992 Gas $1,145,397 Total $14,757,389 *This does not include Add-On Measures or HVAC 8

9 Budgets Spending Cap (UIL) No one vendor will be allowed to spend greater than 7% of the electric budget in 2016 No one vendor will be allowed to spend greater than 5% of the Southern Connecticut Gas budget in 2016 There is no limitation on Connecticut Natural Gas 9

10 Budgets UIL Home Energy Solutions CORE Services* Company HES Budget UI $ 2,588,481 SCG $ 1,376,589 CNG $ 2,512,943 Total $ 6,478,013 *This does not include Add-On Measures 10

11 Upcoming Trainings

12 Upcoming Trainings Training Who When Where Mandatory Refresher Training Office staff for all prior 2015 HES Vendors December 22, :00AM 12:00PM Webinar Information will be sent to all current and prior HES Vendors Mandatory Eversource CLMTRS Training Office staff for all non HES 2015 Vendors Jan 20, :30AM 12:00PM Or Feb 3, :30AM 12:00PM Eversource 107 Selden St., Berlin Rm. 02-E Mandatory UI Enernet Training Office staff for all non HES 2015 Vendors Jan 14 & Jan 15, :00AM 5:00PM UCONN Business Learning Center, Hartford Mandatory Enernet Mobile Training Technicians for all non HES 2015 Vendors Jan 28, 2016 (Snow date: Jan 29) 8:00AM 3:00PM Eversource Auditorium 107 Selden St., Berlin 12

13 Upcoming Trainings Training invitations will be ed soon. You must register as soon as possible 13

14 HES 2016 Program

15 High Quality Services All vendors are expected to demonstrate a high level of professionalism and deliver consistent, effective and high quality services to customers: Put customer service and safety first Perform core services (don t leave savings on the table!) Complete entire assessment Kitchen table wrap up Provide Home Energy Report and DOE HEScore Drive customers towards achieving deeper savings by proposing additional energy saving measures 15

16 Core Services Every HES visit must address all core measure opportunities, including: Air sealing Duct sealing Lighting (priority for LED; courtesy LED is 6, max total CFL + LED bulbs is 25) DHW measures (aerators, shower heads, pipe insulation) Pricing for core services will be the same as HES 2015 Pricing (pricing provided as part of RFQ) 16

17 HES 2016 Program Core Services Missed core services opportunities, will reflect in scorecard (discussed in more detail later) Two alternative tracks for previously served customers HES depending on needs: Re-HES visit after 18 month period (only if appropriate) If customer is requesting a Re-HES because a rebate has expired the date will be extended, if appropriate 17

18 Add On Measures Rebates (mail-in) Appliances One clothes washer - $50 Savings and budget rebate paid based on hot water heating fuel One refrigerator - $50 Must be replacement of qualifying primary fridge One freezer - $25 Must replace existing qualifying freezer One dehumidifier - $25 Must replace existing qualifying dehumidifier 18

19 Add On Measures Rebates (mail-in) Insulation Attic Floors, kneewalls and walls to the outside $1.00/sq.ft. capped at 50% of installed cost (requires adequate insulation over attic access) Walls include: Above grade envelope walls and walls in heated basements Basement ceiling and crawl space $0.50/sq.ft. capped at 50% of installed cost Further qualifying details on the forms in the POD 19

20 Add On Measures Rebates (mail-in) Windows $50 per window Must replace single pane windows that do not have storms ENERGY STAR U-factor less than or equal to 0.30 Walls include: Above grade envelope walls, heated basement walls Remind customers to save the NFRC label for each window Further qualifying details on the forms in the POD 20

21 Add On Measures Rebates HES Not Required Ductless split heat pump (DSHP) Electrically heated homes - $1000 per home (HES required) Fossil fuel heated homes - $300/outdoor coil Further qualifying details on the forms in the POD 21

22 Add On Measures Rebates HES Not Required High efficiency heating and cooling $250: Central air conditioning or heat pump split and packaged systems $500: Most efficient air source heat pump split or packaged systems Further qualifying details on the forms in the POD 22

23 Add On Measures Other HES and Residential Rebates Natural gas boiler reset (HES) - $200 Wi-Fi T-stats (HES) - $100/unit (2/dwelling; gas and electric heat customers only, does not include electric resistant heat) Geothermal - $500/ton (RES) Must meet insulation, windows and air leakage levels HVAC Quality Installation and Verification (RES) $500: Central air or air source heat pump $100: Warm air natural gas furnace replacement Further qualifying details on the forms in the POD 23

24 Add On Measures Other HES and Residential Rebates Measures currently under consideration: Attic rafter insulation Hatches and pull down stairs covers and insulation Smart strips 24

25 Add On Measures Issuing Rebates Please go over the forms thoroughly Point out the Supporting Documents boxes Make it clear where they need to send the rebate; circle EFI s address If you are the rebate measure installer, fill out the form with the customer 25

26 2016 Residential Upstream Program

27 Definitions Instant Rebate (Upstream) - An instant discount applied at the point-of-sale to an installation contractor at an HVAC/plumbing distributor. Can also be a large scale buydown of energy efficient equipment directly to the manufacturer selling to retailers and distributors to lower the incremental cost between standard and high efficiency equipment. 27

28 Why Move Upstream? Increase Market transformation Increase stocking and sale Competitive pricing Eliminate loss of savings associated with form breakage Increase participation at all levels: Retailer, distributor, contractor and customer 28

29 Add On Measures Upstream Model Manufacturer Distributor Contractor End User 3 rd Party Fulfillment Vendor 3 rd Party QA Inspection Service Utility Program Admin Utility Program Admin 29

30 Residential Upstream Program Point-of-sale instant discount for qualified: Natural Gas Boilers High Efficiency Furnaces ECM Circulator Pumps Natural Gas Water Heaters Heat Pump Water Heaters No more mail-in forms! ~99% of CT distributors participating Visit EnergizeCT.com/highefficiencyheating or EnergizeCT.com/gaswaterheating for a list of participating distributors 30

31 Space Heating Equipment Incentives Instant (Upstream) Discounts Natural Gas Boiler ($750) ENERGY STAR: AHRI Rated, 90% AFUE with Temperature or Purge Control Natural Gas Furnace ($600) ENERGY STAR: AHRI Rated; 95% AFUE Oil/Propane Furnace ($200) ENERGY STAR AHRI Rated; 85% AFUE ENERGY STAR AHRI Rated; 95% AFUE 31

32 Water Heating Equipment Incentive Instant (Upstream) Discounts Natural Gas Hot Water Systems ($300) On-demand tankless water heater ($300) ENERGY STAR EF¹.94 and higher Condensing water heaters ($300) ENERGY STAR Greater than or equal to.95 TE² Heat Pump Water Heater ($300 - $400) ENERGY STAR certified $400 Instant discount at retail/distributor locations providing enduser data $300 Instant discount at retail/distributor locations not providing end-user data $100 Mail-in rebate available in stores not capable of providing end-user data EF¹ Energy Factor TE² Thermal Efficiency 32

33 Customer Thank You Postcard 33

34 Contact Info General Energy Efficiency Program Questions: WISE-USE ( ) Jesus Pernia, Eversource Jenn Parsons, UI, SCG, and CNG

35 New Opportunities For 2016

36 HES POD Added option: insulation and window rebate assignment to installing contractor (on rebate form) Aeroseal acceptable as alternative duct sealing method Should be measured as leakage to the outside Paid at same rate for all duct sealing methods Advanced power strips for direct install Eversource only Planned for Q2 36

37 Lead Technicians

38 Minimum Qualifications - Lead Technician BPI Building Analyst I certification BPI Envelope and Shell Analyst certification Environmental Protection Agency s (EPA) Lead: Renovation, Repair and Painting (RRP) Certification DOE HEScore Assessor Experience At least 4,000 hours of industry specific experience; or 2,000 hours if the technician passes the BPI/NREL Installer certification plus min.1,000 hours as a certified BPI/NREL Installer Any lead technician approved for 2015 Home Energy Solutions prior to October 1, 2015 will be approved as a lead technician for the 2016 HES program through December 31,

39 Lead Technician Qualification Process Names of new proposed lead technicians must be submitted to UI and Eversource Lead RRP and Experience Affidavit must be submitted BPI Certifications and DOE Assessor will be determined based on BPI and DOE websites Vendors must immediately notify companies when a lead technician leaves the company (utility badges must be mailed back to the Companies) 39

40 DOE HEScore

41 DOE HEScore Department of Energy Home Energy Score report Required since April 1, 2015 All eligible HES Core Service projects must receive, unless customer opts out! 41

42 DOE HEScore DOE HEScore All Lead Technicians must be DOE HEScore Assessors New Lead Technicians Form 1.2 must be ed to Partner Utility Approval for training DOES NOT CONSITUTE APPROVAL AS A LEAD TECHNICIAN IN THE HES PROGRAM 42

43 DOE HEScore Partner Utility Company Name A-G.Eversource Company Name H-Z.UIL Utility Partner forwards information to DOE DOE activates technician (assessor candidate) Technician takes refresher or initial online training Once passed technician will receive a Congratulations Mentoring TECHNICIANS ARE RESPONSIBLE FOR MAINTAINING THEIR DESIGNATION 43

44 DOE HEScore Quality Assurance HES Inspectors also complete HEScore in homes Any homes that are more than one score apart MUST be rescored Responsibility of rescore is based on party that made the error 44

45 2016 Field Implementation Manual

46 2016 Field Implementation Manual A 2015 Field Implementation manual is provided today. A manual should be on board and understood by all technicians. Field guidance, and the inspection scoring process are defined in this manual. The companies will allow a 1 month grace period, the 2016 implementation date will be February 1. Revised in 2016 to provide: Direction to the source of implementation procedures Program-related detail that exists in addition to or beyond documented standards A section on Eversource CLMTRS use 46

47 2016 Field Implementation Manual Notices throughout to ease customer s concern that a utility inspector may be present 6 courtesy LEDs Modified language regarding open construction Addition of the Aeroseal duct sealing material allowed under current test-to-outdoor method with payment at the same rate of the standard duct sealing payment 47

48 ANSI/BPI 1200 Changes Combustion CO Readings are not taken with CO-as measured readings The new standard required techs to use the CO-Airfree reading on a combustion analyzer Some low end analyzers are not capable of this Vendors may need to upgrade test equipment in some cases The action levels on many appliances are now based on Airfree readings Test equipment specifications added Space CO level maximum increased from <35PPM to <70 PPM, but action levels start at 9PPM 48

49 Unvented Gas Appliances Unvented gas appliances are now allowed, with testing! Techs must just perform CAZ procedures on unvented units to compare them to the new action levels The action levels now include levels for all these appliances 49

50 CO Thresholds ANSI/BPI 1200 pg. 13 Table 1 50

51 Draft Testing Method! A modified Spillage Test Method With variations for warm and cold systems, takes a total of 5 minutes to gather information to make a determination on a system Changes under review: The addition of the 1200 BPI standard with the ANSI/ASHRAE Ventilation Air Requirement Using only the BPI standard would require extended testing methods as well as a follow up fresh air strategy if homes are found below the building air standard (BAS) 51

52 Break Please be back in 15 minutes 52

53 HES Scorecard

54 Scorecard - Weighted Scores and Points COMBINED SCORING (BOTH UTILITIES COMBINED) for Month, Year Category ID ALL VENDOR NAME Weight 20% 60% 20% 100% Active Vendor? Inspection Scoring Energy Savings Scoring Compliance and Procedures Scoring WEIGHTED SUB-TOTAL ACTION POINTS ASSIGNED Total Action Points Assigned (0 = Minimum, 10 = Maximum) Aiello Home Services Yes % 12.5% = 7 A-Plus Installation, LLC Yes % 5.7% = 7 BCB Conservation Group, LLC Yes % 11.7% = 9 Better Building Performance Yes % 14.3% = 7 Competitive Resources, Inc Yes % 3.7% = 4 Energy Efficiencies Solutions Yes 71.6% 4.7% = 5 EnergyPRZ LLC Yes % 10.5% = 8 Gulick Building and Development, LLC Yes % 1.6% = 1 54

55 Scorecard - Cumulative Score Cumulative Combined Utility Vendor Performance for Month, Year. This accounts for the current month and the past 3 months together. Thresholds Reached VENDOR NAME Action Points from August Previous 3 Periods July (3) June (2) May (1) Total Cumulative Points 1 st 2 nd 3 rd = 13 Yes No No = 14 Yes No No = 16 Yes No No = 16 Yes No No = 6 No No No = 10 Yes No No = 17 Yes No No = 3 No No No Note - Maximum Action Points in a cycle: 10 Threshold 1 Threshold 2 Threshold 3 55

56 Scorecard Energy Savings MMBTUs - 40% Add-ons 20% Ranked on percent of 2016 homes that get cohort add-ons MMBtu - 60% 40% Weight HES Statewide MMBtu/Job Single Family Goal: 20.5 HES Statewide MMBtu/Job Multi Family Goal: 8.5 MMBtu ranked in a scaled fashion in percent increments from the defined goal. Upper Percentage Lower Percentage (Inclusive) Action Points Assigned 70% % 70% 5 80% 75% 4 85% 80% 3 90% 85% 2 95% 90% 1 100% 95% 0 or higher 100% -1 Based on 2015 Actuals and aligned with the Utilities metric goals! Only jobs with Blower Door-guided air sealing will be included for core services! 56

57 Scorecard - Inspection Scoring INSPECTIONS - 20% Weight Inspections scored in banded ranges as detailed below Maximum Score Minimum Score From To (inclusive) Action Points Assigned none none none none or higher

58 Scorecard - Compliance Scoring COMPLIANCE - 20% Weight Compliance scored in banded ranges as detailed below Maximum Score Minimum Score From To (inclusive) Action Points Assigned none none 0.00% % % 0.00% % 5.01% 1 or higher 10.01% 2 Eversource UIL CLMTRS and job returns Customer Dissatisfaction reports Customer Survey results Data entry and invoices completed on time and accurately Customer Survey results 58

59 Financing

60 Presentation from CHIF

61 Smart-E Loans HES Principals Meeting

62 Agenda 1. What is Smart-E 2. The Smart-E Bundle Special Offer 3. What's New for Next Steps 5. Multi-Family Options

63 Introduction to Smart-E Loans

64 What are Smart-E Loans? Residential loan product for CT homeowners Low-interest financing with flexible terms Easy application through local lenders Unsecured personal loan 40+ energy improvements $40,000* maximum Progress payments built in! EnergizeCT.com/smarte 64

65 Interest Rate Promotion Smart-E Bundle 2.99%* interest rate for 10 year for qualifying projects with multiple measures Have a project that isn t listed? Ask! Options to split project across multiple financing products for best offer to customer Credit given for qualifying measures done in last 5 years! EnergizeCT.com/smarte-bundle 65

66 What s New for 2016 New now! Metis platform For 2016, developing a mobile app to sync to Metis New now! Distribion marketing platform Order co-branded materials easily and at no charge! Bundle rate will move from 10 years to 5 years CHIF new credit challenged Smart-E lender FICOs as low as 580, DTI waived for FICO >680 HES required for bundled projects 66

67 Next steps New to Smart-E? Sign up for an in person training Need to make connections with companies in other industries? Let us know! We ll be happy to connect you! Schedule a time for Peter and Madeline to join you and your team to discuss better integrating Smart-E into your existing process! 67

68 Multifamily Financing Options

69 Multifamily Financing Variety of programs that help multifamily owners save money on operating costs, reduce energy costs, and improve the living environment for their tenants. Multifamily contractors can grow their business by closing more projects, whether it is through pre-development loans for owners, or permanent financing. Let us know if you are interested in Multifamily financing options, we ll connect you! Or contact the Multifamily team at to learn more 69

70 Contacts Madeline Priest, Assistant Manager, Residential Programs Kerry E. O Neill, Managing Director, Residential Programs Kerry.Oneill@ctgreenbank.com Peter Weeks, Consultant, Residential Programs Weeks.Peter@gmail.com

71 Thank you!

72 Re-Cap New changes for 2016 Emphasis on high quality, effective delivery of services! Ramp up QA Inspections Revised scorecard goals Lead Technician approval process and requirements Go deeper use financing! 72

73 Questions and Answers??? 73

74 Utility Agreements Must have these prior to delivering services or attending trainings in 2016 Must include certificates of insurance sent to Eversource and UI 74

75 Thank you!