Worship Facility Matching Grant Program 2010 Program Manual

Transcription

1 Worship Facility Matching Grant Program 2010 Program Manual

2 Chapter 1 Introduction TABLE OF CONTENTS 1 1 INTRODUCTION DEFINITIONS PROGRAM GOALS PROGRAM PARTICIPANTS PROGRAM MANAGER SERVICE PROVIDERS APPLICANTS PROGRAM ELIGIBILITY APPLICANT FACILITY SERVICE PROVIDERS PROJECT MEASURES BUDGET, GRANTS, AND INCENTIVES AVAILABLE BUDGET GRANTS INCENTIVES PROGRAM PARTICIPATION PROJECT PHASES QUALIFYING PHASE PRE ASSESSMENT PHASE APPLICATION SUBMISSION PHASE GRANT REVIEW PHASE INSTALLATION PHASE POST INSTALLATION INSPECTION PHASE GRANT PAYMENT PHASE PROJECT DOCUMENTS DOCUMENTATION SUBMISSION NONPROFITWORSHIP MATCHING GRANT APPLICATION (C) (3) STATUS ELECTRICITY USAGE WORKSHEET COMERCIAL ENERGY AUDIT REPORT PROJECT SAVINGS FILES PROJECT BID OR QUOTE GRANT NOTIFICATION LETTER REQUEST FOR MODIFICATION, EXTENSION, OR CANCELLATION PROJECT MILESTONES ADDITIONAL INFORMATION CONFIDENTIALITY PARTICIPATION COSTS SUBMISSION OF FALSE INFORMATION COMPLIANCE Nonprofit Facility Matching Grant Program 2

3 Chapter 1 Introduction 3.5 MISCELLANEOUS APPENDIX A: GLOSSARY APPENDIX B: PROJECTS AND UPGRADES APPENDIX C: INSTALLATION STANDARDS APPENDIX D: COOLING EQUIPMENT TABLES APPENDIX E: DUCT EFFICIENCY APPENDIX F: SOLAR PHOTOVOLTAIC 43 F.1 OVERVIEW F.2 ELIGIBILITY F.3 DEEMED SAVINGS (TAC (D)(1) APPENDIX G: LIGHTING EFFICIENCY APPENDIX H: WINDOW FILM APPENDIX I: ENERGY STAR ROOF 53 I.1 OVERVIEW I.2 PRE RETROFIT PROJECT SAVINGS FILE I.3 POST RETROFIT PROJECT SAVINGS FILE I.4 CALCULATION OF ENERGY SAVINGS APPENDIX J: PSF INCENTIVE FILE FORM Nonprofit Facility Matching Grant Program 3

4 1 INTRODUCTION Chapter 1 Introduction Oncor Electric Delivery Company LLC ( Oncor ) is a regulated electricity transmission and distribution company that provides the essential service of delivering electricity safely, reliably and economically to end use consumers through its distribution systems, as well as providing transmission grid connections to merchant generation plants and interconnections to other transmission grids in Texas. Oncor operates the largest distribution and transmission system in Texas, delivering electricity to approximately three million homes and businesses and operating more than 117,000 miles of transmission and distribution lines. The Oncor 2010 Worship Facility Matching Grant Program (the Program ) was developed by Oncor to provide an incentive to Worship Facilities and Faith based Organizations ( Applicant(s) ) to implement approved electric energy efficiency and/or qualified renewable energy projects at facilities served by Oncor. As a result of the Program, eligible Applicants can receive matching grants from Oncor totaling up to 50% of the installation costs of certain energy efficiency and/or renewable energy upgrades (but not to exceed $100,000). This Worship Facility Matching Grant Program 2010 Program Manual ( Program Manual ) is intended to inform both Applicants and contractors that install energy efficiency and/or renewable energy upgrades ( Service Providers ) of the Program requirements and processes. Those Service Providers that have an approved application in any one of Oncor s other existing energy efficiency programs at the time an Application is submitted will be a Qualified Service Providers. Qualified Service Providers are able to market, sell and install Energy Efficiency Measures. Oncor is not directly involved in the sales or installation of energy efficiency and/or renewable energy services to its customers. Unique to the Program, Oncor offers incentives for peak demand reductions and energy savings directly to the Applicant, not the Service Provider. Incentives in the Program take the form of a grant award to Applicants or an incentive payment to Qualified Service Providers Oncor may generally educate potential Applicants, all Service Providers, and the public about the Program, but will not directly market any specific energy efficiency related product or service to its customers. 1.1 DEFINITIONS See Appendix A at the end of this Program Manual for a complete list of definitions of program terms contained within. 1.2 PROGRAM GOALS The Program is designed to assist Applicants with improving the energy efficiency of their facilities. A total of $3.8 million in matching grant funding will be made available to Applicants through 2012 for the installation of energy efficiency and/or renewable energy upgrades Nonprofit Facility Matching Grant Program 4

5 Chapter 1 Introduction The primary objective of the Program is to achieve cost effective reduction in demand during the on peak summer period. Additionally, the Program is designed to do the following: Encourage private sector delivery of energy efficiency products and services. Achieve customer energy and cost savings. Significantly reduce barriers to participation by streamlining program procedures and measurement and verification requirements. Encourage participation by a wide range of Service Providers. 1.3 PROGRAM PARTICIPANTS The Program involves three primary participants: the 1) Program Manager (Oncor), 2) Service Providers, and 3) Applicants PROGRAM MANAGER The Oncor Program Manager s responsibilities include: Conducting workshops for potential Service Providers. Reviewing, approving, and/or rejecting all program documentation. Performing certain inspection activities. Authorizing and issuing grant payments to the Applicant. Authorizing and issuing incentive payments to Qualified Service Providers SERVICE PROVIDERS A Service Provider s responsibilities include: Conducting marketing activities to potential Applicants. Attending workshops and meetings as may be required by Oncor. Assisting the Applicant in completing the Application. Submitting complete Project Savings File(s) ( PSF(s) ) and other required supplemental project information. Completing the installation of approved Projects as required. Submitting project documentation in accordance with the program procedures and deadlines. Submitting any additional information when requested for measure verification APPLICANTS An Applicant s responsibilities include: Committing to an energy efficiency and/or renewable energy Project. Completing the Application and submitting all supporting program documentation Nonprofit Facility Matching Grant Program 5

6 Chapter 1 Introduction Providing Oncor, and any statewide measurement and verification contractor or other inspector designated by Oncor, access to the project site both before and after project completion for installation inspection, as determined by Oncor in its sole discretion. 1.4 PROGRAM ELIGIBILITY APPLICANT Worship organizations must meet the following requirements in order to be eligible for consideration of matching grant funding: Meet the IRS guidelines for 501(c)(3) tax exemption status. Be organized and operated exclusively for religious or faith based purposes. Those 501(c)(3) organizations that are organized and operated exclusively for educational, scientific or other charitable purposes should refer to the program manual and program guidelines for the Oncor 2010 Nonprofit Facility Matching Program FACILITY Only worship facilities that meet the following eligibility requirements will be considered for matching grant funds: Receive service from Oncor as evidenced by the Electric Service Identifier (ESI ID) number on the Applicant s electric bill. The ESI ID number is a 17 digit number. If the third through seventh digits are or 17699, then this account is serviced by Oncor. Example: Be owned by the Applicant or, if the facility is leased or donated, the electric bill must be the sole responsibility of the Applicant SERVICE PROVIDERS Qualified Service Providers in good standing in any one of Oncor s existing Energy Efficiency Programs are eligible to participate in the Program. It is the responsibility of the Applicant to choose a Qualified Service Provider or Service Provider to install Energy Efficiency and/or Renewable Energy Measures for the facility that is the subject of the Application. Only Qualified Service Providers that are active, and in good standing with one of Oncor s existing Energy Efficiency Programs, are eligible for the Project Savings File Incentive (as discussed in Section of this Program Manual). To become a Qualified Service Provider a Service Provider must first apply and be accepted into any one of Oncor s other Energy Efficiency Programs. For more details on Oncor s existing Energy Efficiency Programs, visit Eligible Qualified Service Providers and Service Providers may include: National or local energy service companies 2010 Nonprofit Facility Matching Grant Program 6

7 Chapter 1 Introduction Retail Electric Providers National or local companies that provide energy related services (e.g., contracting) or products (e.g., lighting, HVAC equipment) PROJECT A Project is a set of proposed energy efficiency and/or renewable energy upgrades at an eligible facility. For a detailed list of eligible Projects see Appendix B. Proposed upgrades or Projects not listed in Appendix B of this Program Manual will be evaluated for Program eligibility by Oncor on a case by case basis. Below are the criteria that upgrades in an eligible facility must meet in order to be considered for matching grant funding under the Program: Produce savings through an increase in energy efficiency. Produce a measureable and verifiable electric demand reduction during the peak summer period or must reduce overall energy consumption. Be installed in a retrofit application. Exceed minimum equipment standards. Exceed minimum state and local building standards. There are no minimum project sizes in the Program. The maximum project size is determined by the size of the grant awarded to an Applicant MEASURES Additional Energy Efficiency Measures in small commercial and commercial applications that reduce electric energy consumption and/or system on peak demand at the Applicant s site(s) could also be eligible for matching grants under the Program. Contact the Oncor Program Manager with questions or concerns on eligibility of specific Measures not listed in Appendix B. Eligible Energy Efficiency and/or Renewable Energy Measures do not include repair or maintenance activities or behavioral changes. A list of minimum installation and efficiency standards is provided in Appendix C of this Program Manual. All energy and peak demand reductions must also be measurable and verifiable. If any of the proposed Energy Efficiency Measures have been installed prior to Oncor s written approval of the Application, such previously installed Energy Efficiency and/or Renewable Energy Measures shall not be eligible for grants or incentives under the Program. Oncor shall determine, in its sole discretion, whether any particular Energy Efficiency Measure is eligible for grants or incentives under the Program Nonprofit Facility Matching Grant Program 7

8 Chapter 1 Introduction 1.5 BUDGET, GRANTS, AND INCENTIVES AVAILABLE BUDGET Oncor has assigned an incentive budget for the Program of approximately $3.8 million to be spent on Energy Efficiency and/or Renewable Energy Measures and the implementation for worship facilities serviced by Oncor until $614,076 of this amount has been allocated to the Program for Oncor will provide grants and incentives related to completed, approved Projects until the Program budget for the year is exhausted GRANTS For the 2010 program year, the available, aggregate matching grant fund for all projects is $614,076. Each matching grant award is designed to cover up to half of the energy efficiency costs incurred by an Applicant to purchase and install an approved, completed Project s energy efficiency and/or renewable energy upgrade(s). The outstanding balance to fund completion of each Project will need to be secured by the Applicant from sources other than the Program or Oncor and outlined in the Application as additional funds. A facility is defined to be a single building and any directly connected buildings. An Applicant may apply for multiple matching grants during a program year for energy efficiency and/or renewable energy upgrades for different facilities. Only one (1) matching grant will be awarded per facility per year, up to 50% of the total project cost, but not to exceed $100,000. A matching grant can be used only to pay for the direct purchase and installation of the approved energy efficiency. The matching grant will be issued to the Applicant only after receipt of all project specific completed PSFs and verification of the installation of the energy efficiency and/or renewable energy upgrade(s) conducted by Oncor. The final matching grant amount paid to the Applicant will be calculated based on the verified kw and kwh savings of the energy efficiency and/or renewable energy upgrade(s) installed at the facility. The kw and kwh savings will be verified by reviewing support documents submitted at project completion and by site Inspections conducted by Oncor. Notifications of grant award amounts are through the Matching Grant Notification Letter. Once a Project has been successfully completed and verified by Oncor, it could take up to four (4) weeks for an Applicant to receive a matching grant payment INCENTIVES For the 2010 program year, the available Project Savings File Incentive ( PSF Incentive(s) ) budget is $2, Nonprofit Facility Matching Grant Program 8

9 Chapter 1 Introduction Oncor will pay active Qualified Service Providers a fixed incentive of $100 per Project that is accompanied by a completed Application. (Note: One Project could require multiple PSFs based on the number of Measure(s) included in the Project). The following guidelines will be used to determine payment of the incentive: Only Qualified Service Providers in good standing with one of Oncor s Energy Efficiency Programs are eligible for the PSF Incentive. Service Providers that are interested in becoming Qualified Service Providers are required to apply, and be accepted, into one of Oncor s other Energy Efficiency Programs. Visit for more details on the various programs and the requirements. An incentive will be paid on only one (1) complete project submission per Application. If a proposed Project has multiple Measures, measure specific PSFs are required for all corresponding Measures. PSF(s) submitted with a completed Application will be eligible for an incentive payment. No incentives will be paid for incomplete, misleading, or inaccurate PSFs. If a Qualified Service Provider has been locked out and/or terminated from one of Oncor s other Energy Efficiency Programs during the program year, the Qualified Service Provider is no longer eligible for incentive payments in the Program. PSF Incentives will be paid based on the date Oncor receives the complete submission (hard copy with Application, electronic copy with PSF Incentive Form and Invoice). The PSFs will not be considered an Invoice for payment of incentive funds. The Qualified Service Provider must submit an Invoice to Oncor for payment. The Project Savings File Incentive Form in Appendix J is required with the Invoice submission. Oncor will decline payments for duplicate submissions to the same Project. Upon successful receipt of an Application, PSF(s), and all supporting documentation, Oncor will determine in its sole discretion whether a Qualified Service Provider should receive a PSF Incentive. Once the Invoice is received, it could take up to four (4) weeks for a Qualified Service Provider to receive payment or notification that payment has been denied Nonprofit Facility Matching Grant Program 9

10 2 2 PROGRAM PARTICIPATION This section provides information on participating in the Program including the program phases, required submittals, and milestones. Oncor will open the Program on May 7, 2010, and allow the immediate submission of Projects. Oncor will continue to allow submissions until the budget is exhausted. 2.1 PROJECT PHASES In the following Figure 2.1: Worship Facility Matching Grant Project Phases a flowchart shows the various project phases of the Program. There is a phase specific checklist at the end of each segment description to guide Applicants, Qualified Service Providers, and Service Providers through each phase of the Program. The checklist includes suggested task owners, a description of the tasks, and an area to apply the time and date the task was completed for your records. Figure 2.1: Worship Facility Matching Grant Project Phases

11 Chapter 3 Additional Information QUALIFYING PHASE The Qualifying Phase is considered the phase of the Project when the Applicant, and any Service Providers are assisting the Applicant in determining if the Applicant, facility, Project, and proposed Measures are eligible for a matching grant from Oncor. The following should be confirmed during this project phase: QUALIFYING PHASE CHECKLIST Owner Task Complete (date) Applicant Applicant and/or Service Provider Confirm that the Applicant meets the eligibility requirements listed on Page 6 of the Program Manual. Confirm that the facility meets the eligibility requirements listed on Page 6 of the Program Manual PRE ASSESSMENT PHASE The Pre Assessment Phase is the project phase where the Qualified Service Provider, or Service Provider, and the Applicant are determining the scope of the proposed Project. Time should be taken to benchmark the facility and determine which Projects are most suited to the goals of the Applicant. The Applicant can use the Electricity Usage Worksheet in Appendix B of the 2010 Worship Facility Matching Grant Program Application and Guidelines packet on the Program Web site. This form helps the Applicant to determine if the facility is classified as a small commercial or commercial facility. To utilize this worksheet the Applicant will need to have the facility s past twelve (12) months electric bills. (See Section for additional instruction.) The following should be confirmed during this project phase: PRE ASSESSMENT PHASE CHECKLIST Owner Task Complete (date) Applicant or Service Provider Collect the past twelve (12) months of electric bills for the facility. Complete the Electricity Usage Worksheet in Appendix B of the 2010 Worship Facility Matching Grant Program Application and Guidelines packet on the Program Web site. The results of this form will classify the facility type. Service Provider IF THE FACILITY IS CLASSIFIED SMALL COMMERCIAL Schedule and complete a Facility Pre Assessment using the pre retrofit portion of the Project Savings File(s) located on the Program Web site Nonprofit Facility Matching Grant Program 11

12 Chapter 3 Additional Information Applicant and Service Provider Applicant and Service Provider Applicant Applicant Service Provider Applicant and/or Service Provider Review the results of the Facility Pre Assessment and the pre retrofit portion of the Program Savings File(s) to select the desired upgrade(s) to be included in the Application. If unsure what upgrade(s) are eligible, see Appendix B or contact the Oncor Program Manager. Confirm that the Project meets the eligible Projects listed in Appendix B or submit to Oncor for approval. IF THE FACILITY IS CLASSIFIED COMMERCIAL Visit to apply for the Commercial Energy Audit Program for a full energy assessment for the commercial facility. Once the energy audit has been completed, select a Qualified Service Provider or Service Provider to complete the pre retrofit portion of the Project Savings File(s) for the Measure(s) to be included in the Application. Review the Commercial Energy Audit Report and complete the pre retrofit portion of the coordinating PSF(s) applicable to the proposed Project. Confirm that the Project is an eligible Project listed in Appendix B or submit to Oncor for approval APPLICATION SUBMISSION PHASE During the Application Submission Phase, the Applicant will be gathering all documents to submit for review by Oncor. During this process, there are many task owners. The checklist below is for both commercial and small commercial classified facilities. Applicants for the Program must submit a completed Application and all supporting documents, along with PSF(s) with pre retrofit portion(s) completed. Oncor will notify the Applicant of its application status within ten (10) business days after Oncor s of receipt of the hard copy of the completed Application, PSF(s), and all supporting documentation. All hard copies of applications, forms, reports, and supplemental documentation, as required for each Project, must be sent by U.S. Postal Service or other overnight mail services and must be addressed to the following (Oncor will not accept hand delivered information): Oncor Attn: Carmen Miestchovich, Program Manager 1601 Bryan St., Suite D Dallas, TX Phone: Fax: E mail: [email protected] 2010 Nonprofit Facility Matching Grant Program 12

13 Chapter 3 Additional Information It is the sole responsibility of the Applicant, Qualified Service Provider, and/or Service Provider to ensure that Oncor receives all of the required project documentation by close of business on the applicable due date. Applicants should retain proof of delivery for all project materials submitted. Hard copies of incomplete Applications and PSFs received will not be processed for review by Oncor. The following should be confirmed during this project phase: APPLICATION SUBMISSION PHASE CHECKLIST Owner Task Complete (date) Applicant Applicant Applicant Applicant and Service Provider Applicant Service Provider Complete and sign the 2010 Worship Facility Matching Grant Program Application. Assemble a copy of IRS documentation to show proof of 501(c)(3) status (i.e., I 990 or IRS Determination Letter of Ruling). Assemble signed hard copy of all PSF(s) including facility photos. (NOTE: There should be one completed PSF for each Measure in the proposed Project.) Include an original, signed bid or quote from the selected Service Provider. Review all application documents for completeness and mail to Oncor for review. Submit electronic copy of all PSF(s) that have been submitted in the application packet by the Applicant. (NOTE: Qualified Service Providers Submit an electronic copy of the PSF Incentive Form, Invoice, and all PSF(s) associated to the Project.) IF THE FACILITY IS CLASSIFIED COMMERCIAL Applicant Oncor Program Manager Include a copy of the Commercial Energy Audit Report in the application submission. Contact the Applicant once all documentation has been received GRANT REVIEW PHASE During the Grant Review Phase, the Application, PSF(s), and accompanying documents are submitted to Oncor; and the proposed project documents are reviewed for accuracy and completeness. If, in Oncor s sole discretion, the Applicant and/or the Qualified Service Provider, or Service Provider, has not provided sufficient information on which Oncor can make a reasonable 2010 Nonprofit Facility Matching Grant Program 13

14 Chapter 3 Additional Information determination of an Applicant s submission of the Project, Oncor may reject any document or the entire Project for the deficiencies in question. The Oncor Program Manager will review all documentation prior to submitting any Projects to the Oncor Grant Review Committee ( Committee ). No Project will be submitted for review by the Committee until all completed documents have been received in hard copy form by Oncor Program Manager. Applications will be submitted to the Oncor Program Manager who will present the Project to the Committee. If Oncor approves an Application, it will execute the Matching Grant Notification Letter and deliver the document to the Applicant. The Matching Grant Notification Letter will detail whether a grant award has been approved or denied. Matching grants will be awarded on a monthly basis during each program year or until funds are no longer available. Completed applications must be received at least fifteen (15) business days prior to a scheduled Committee meeting. The meetings are generally scheduled during the fourth week of each month. Applications received after the fifteen (15) business day timeframe will automatically be rolled over into the next grant cycle for consideration. The Program Manager will contact each Applicant with timelines specific to the project Application. The Committee reserves the right to make final matching grant awards based on the proposed Projects that are most likely to achieve the goals and intent of the Program. All awards are subject to successful Project completion and verification. Oncor reserves the right to decrease a matching grant allowance if a Project does not demonstrate projected savings or deviates from the previously approved Project specifications. Projects are scored on the following criteria: Requested grant funds per proposed kw and kwh reduction. Project comprehensiveness. Project completion timeline. Availability of matching funds. Oncor may reject an Application for any reason in its sole discretion, including if: The Application is received after the budget for the program year has been fully committed. The Applicant s proposed Installation Phase cannot reasonably be expected to be completed by November 15, Required submittals are not received by deadlines stated in this Program Manual. (See Section 2.3: Project Milestones.) The Applicant, facility, Project, or Measure fails to meet program eligibility requirements. The Applicant, Qualified Service Provider, or Service Provider is found to have made material misrepresentations in the Application, PSF(s), and/or any supporting program documentation. The Applicant fails to comply with applicable federal, state, and local laws and regulations Nonprofit Facility Matching Grant Program 14

15 Chapter 3 Additional Information It is necessary due to changes that occur in laws or regulations directly affecting the Program. The following should be confirmed during this project phase: GRANT REVIEW PHASE CHECKLIST Owner Task Complete (date) Oncor Program Manager Applicant and/or Service Provider Oncor Program Manager Oncor Program Manager Contact the Applicant with project specific grant review timeline, cost effective scoring, and overall potential scoring of the Project. Discuss with Applicant any modifications to project documentation that may or may not need to be made prior to Committee submission. If any modifications were required to the original application documents (as discussed with the Oncor Program Manager), the modified documents should be submitted to Oncor as directed. Present proposed Project to Committee for evaluation. An official Matching Grant Notification Letter will be sent to the Applicant INSTALLATION PHASE After the Application is reviewed by the Committee, the Applicant will receive a Worship Facility Matching Grant Notification Letter ( Letter ). The Letter will specify the total allowance awarded and approved Energy Efficiency and/or qualified Renewable Energy Measure(s) or details as to why the Application was rejected. If any modifications, extensions, or cancellations to any previously approved portion of the proposed Project occur after the Letter is sent, it is the responsibility of the Applicant to notify Oncor. Any changes to the Project are subject to review and possible modification of the grant allowance at the sole discretion of Oncor. The following should be confirmed during this project phase: INSTALLATION PHASE CHECKLIST Owner Task Complete (date) Applicant Service Provider Contract Qualified Service Provider, or Service Provider, to complete the installation of approved Measures. Install the upgrade(s) based on the agreement with the Applicant Nonprofit Facility Matching Grant Program 15

16 Chapter 3 Additional Information Service Provider Oncor Program Manager Applicant and/or Service Provider Oncor Program Manager Complete and submit an electronic copy of the post retrofit portion of the originally submitted PSF(s) with and the necessary support documentation such as proof of project cost, post project photos, and any additional data to the Oncor Program Manager for initial review. (Note: The preretrofit and post retrofit portion of the file(s) should be completed at this point.) Review electronic PSF submission(s) for accuracy. Contact Applicant and/or Service Provider to discuss files. Complete and submit a hard copy of completed PSF(s) with necessary support documentation such as proof of project cost, post project photos, and any additional data to the Oncor Program Manager. (Note: The pre retrofit and postretrofit portion of the file(s) should be completed at this point.) Schedule Post Installation Inspection with Applicant and Service Provider POST INSTALLATION INSPECTION PHASE During the Post Installation Inspection Phase, Oncor will perform Inspections of all project sites to determine if the approved Energy Efficiency and/or Renewable Energy Measure(s) have been installed properly and are capable of performing their intended function(s). The Qualified Service Provider, or Service Provider, may be required to be on site during the Inspection. All Energy Efficiency and/or Renewable Energy Measures installed in the Program must conform to or exceed the standards listed in Appendix C I. Measure specific deemed savings are contained in the Appendices. If Energy Efficiency and/or Renewable Energy Measures installed do not meet these standards, they will not be eligible for matching grant allowance. If Oncor determines that the Measures have been installed, tested, and inspected to the extent required by Oncor and found to be capable of providing Peak Demand Savings and/or Energy Savings in material compliance with the contract documents, the Project will be approved as submitted. Oncor reserves the right to reject any installed Energy Efficiency and/or Renewable Energy Measure for any of the following reasons: Poor workmanship. Qualified Service Provider, Service Provider, or Applicant modification to the installed Measure. Lack of UL Listing. Measure not operating correctly Nonprofit Facility Matching Grant Program 16

17 Chapter 3 Additional Information Measure or its installation poses a safety hazard. Measure or its installation poses an environmental hazard. Measure does not comply with local or state building codes. Measure does not comply with National Electric Code or National Electric Safety Code. Failure to comply with program requirements or any applicable laws or regulations. After Inspections are completed, all installations will be evaluated on a measure by measure basis to calculate an adjustment factor for energy efficiency savings and matching grant allowance. In the event the Applicant disagrees with the payment adjustment, the Applicant may request that all information be reviewed again after additional clarifying information is provided by the Applicant and/or the Qualified Service Provider or Service Provider. However, final payment adjustments will be at the sole discretion of Oncor. In the event the Inspection Report results in a failure, the Qualified Service Provider, or Service Provider, will be given the opportunity to make the appropriate adjustments to the Project. A second Inspection will then be required to review the modifications. The second Inspection will be at the cost of $200 to the Applicant. POST INSTALLATION INSPECTION PHASE CHECKLIST Owner Task Complete (date) Applicant and Service Provider Inspector Oncor Program Manager Oncor Program Manager Be available for the Post Installation Inspection and provide access to the project site. Inspect project site and send results to Oncor Program Manager. Review feedback from Inspector and make matching grant adjustments, if necessary. Contact Applicant with inspection results. Submit Invoice for grant payment. Contact Applicant with proposed date the funds will be delivered GRANT PAYMENT PHASE For approved Projects, Oncor will pay the Applicant a matching grant award within four (4) weeks after the date Oncor approves the post installation of the project Measures. The amount of the matching grant award shall be determined by Oncor in its sole discretion based on the results of the Inspection Nonprofit Facility Matching Grant Program 17

18 Chapter 3 Additional Information Notwithstanding anything in the Program Manual to the contrary, Oncor will make grant payments and PSF Incentive Payments only to the extent funding remains available in the program budget at the time the associated Application is approved by Oncor. 2.2 PROJECT DOCUMENTS DOCUMENTATION SUBMISSION Program Applications, forms, reports, and supporting documentation may be submitted any time after May 7, 2010, but must be received by Oncor no later than November 8, Hard copies of all project documentation, and required accompanying documents, must be received by Oncor within five (5) business days of any electronic submittals. Oncor will not make any matching grant payments for any Measure not included in a PSF(s). The final passing Post Installation Inspection for any approved matching grant Project must be received electronically by November 30, 2010, at 5 p.m., Central Standard Time. All program Applications, forms, reports, and supporting documentation must be date stamped by Oncor by the due date. All program documents and supporting documentation must be sent by U.S. Postal Service or other overnight mail services HAND DELIVERED DOCUMENTS WILL NOT BE ACCEPTED. Oncor may request clarification of, or additional information about, any item submitted as part of the project documentation. Applicant, Qualified Service Provider, and Service Provider must respond to such requests within the time period specified by Oncor. If the clarification or additional information provided is not sufficiently responsive, Oncor may, at its sole discretion, request additional information or discontinue its evaluation of the submittal. Any Applicant submitting an unsuccessful Application may reapply for project funding by submitting another Application. However, if an Applicant reapplies, it will be considered a new Application for the purpose of determining submission order with respect to all other Applications. The Applicant will lose the initial position in the order of submittal for project funding purposes, if applicable. Table 2.2: Worship Document Matrix Task Owner Document Name File Submission Document Location Applicant 2010 Worship Facility Matching Grant Application HARD COPY Worship Facility Matching Grant 2010 Application and Guidelines (Pg. 7 12) Applicant IRS I 990 IRS Letter of Determination These documents show proof of 501 (c)(3) status HARD COPY This document will need to be provided from the Applicant s records Nonprofit Facility Matching Grant Program 18

19 Chapter 3 Additional Information Applicant Electricity Usage Worksheet HARD COPY Worship Facility Matching Grant 2010 Application and Guidelines (Pg. 14) Appendix B Applicant (COMMERCIAL CLASSIFICATION) Commercial Energy Audit Program Application HARD COPY Applicant (COMMERCIAL CLASSIFICATION) Commercial Energy Audit Program Report HARD COPY The full Commercial Energy Audit Report will be sent to you after the commercial energy audit has been completed. Applicant and Service Provider Project Savings File(s) (Used during the Facility Pre Assessment/Preretro fit portion of the file(s)) HARD COPY ( submitted by the Applicant with Program Application) ELECTRONIC COPY (submitted by Qualified Service Provider with PSF Incentive Form and Invoice) Service Provider Project Savings File(s) (Used during the Installation Phase/Postretrofit portion of the file(s) ) ELECTRONIC COPY (submitted by the Service Provider for initial review) HARD COPY (submitted by the Applicant and Service Provider once reviewed by Oncor) Use the originally submitted PSF(s) submitted with the Application. Applicant and Service Provider Project Bid or Quote HARD COPY Will be provided by the Service Provider of the Applicant s choice. Program Manager Worship Facility Matching Grant Notification Letter HARD COPY Will be provided by the Oncor Program Manager once the Application has been reviewed Nonprofit Facility Matching Grant Program 19

20 Chapter 3 Additional Information Applicant Request for Modification, Extension, or Cancellation ELECTRONIC (submit request electronically, then mail HARD COPY within 5 days of electronic submission) Contact Oncor Program Manager for this document WORSHIP MATCHING GRANT APPLICATION The Application is to be completed by the Applicant. The Foundation, Qualified Service Provider, or Service Provider, can assist the Applicant. See the Program Web site for the Worship Facility Matching Grant 2010 Guidelines and Application. All sections of the Application must be completed prior to submission. Section 1: Contact Information Detailed information for the Applicant (primary point of contact) during the Project. Section2: Facility Information Detailed information on the proposed project facility, including ESI ID. If there is more than one ESI ID number for the facility. Remember to place all of the numbers on the Application. Section 3: Project Information Select all applicable Measures for the proposed Project. Remember to include a PSF for each Measure selected. Measure: Include the type of Measures being proposed (i.e., T 8 lighting, HVAC). Quantity: Include the number of specific Measures being included (i.e., 27 light fixtures, 2 HVAC). Check the list of all applicable supporting documentation for the Project. Section 4: Project Savings The kw and kwh savings figures are the sum of the kw and kwh savings calculated on the PSF file(s). Section 5: Customer Participation Agreement Applicant must read, sign, and return all parts of the Customer Participation Agreement with the Application (Pg of the Worship Facility Matching Grant 2010 Application and Guidelines). Applicant must read, sign, and return the Worship Facility Matching Grant Program Application Certification with the application submission (Pg. 12 of the Worship Matching Grant 2010 Application and Guidelines) Nonprofit Facility Matching Grant Program 20

21 Chapter 3 Additional Information (C) (3) STATUS The Applicant is required to submit proof of IRS 501(c)(3) status with its Application submission. Acceptable documents include a copy of the IRS I 990 or Determination Letter ELECTRICITY USAGE WORKSHEET The Electricity Usage Worksheet in Appendix B of the Worship Facility Matching Grant 2010 Application and Guidelines is designed to assist Applicants in determining: 1) the customer classification of the applicant facility; and, 2) the Applicant s annual electric bill. The Applicant will need to have the last twelve (12) months of electric bills. From each bill fill in the total cost per month as well as the total kw usage. Once January December has been completed, calculate the total of each column. The Total Bill ($$) field is required for the Application. If the kw usage in any of the grey (June September) fields is greater than 100 kw, the facility is commercial. Applicants for commercial facilities should complete the Commercial Energy Audit Program Application for a comprehensive energy audit COMERCIAL ENERGY AUDIT REPORT Applications for facilities that have been classified commercial by the Electricity Usage Worksheet will be asked to complete a comprehensive commercial energy audit. The Application for this audit is at energy audit. If the Applicant has a Commercial Energy Audit completed, all supporting PSF(s) are required with the Application submission PROJECT SAVINGS FILES PSFs are used as the reporting tool for the Facility Pre Assessment as well as for the post installation reporting. The files are used to capture pre retrofit data (actual and proposed) and post retrofit data (actual). Initially, the PSF(s) support the Application in the proposed kw and kwh savings for the Project. Remember, a PSF is required for each Measure type. Examples of Project Savings Files Lighting Cooling Window Film ENERGY STAR Roof Once the installation of the Measure(s) is complete, the original PSF(s) should be used. The postretrofit portions of all files will need to be completed and submitted for review by the Oncor Program Manager prior to printing hard copies for submission. Once reviewed by the Oncor 2010 Nonprofit Facility Matching Grant Program 21

22 Chapter 3 Additional Information Program Manager, contact will be made with the Applicant and/or the Qualified Service Provider, or Service Provider, as applicable, to schedule the Post Installation Inspection PROJECT BID OR QUOTE A detailed price bid or quote for the proposed Project is required with the submission of the Application. This price quote should be an itemized quote including equipment details and costs. This document must be signed by the Applicant, Qualified Service Provider, and/or Service Provider GRANT NOTIFICATION LETTER Once an Application has been reviewed by Oncor, the Program Manager will contact the Applicant with the outcome of the review. A Matching Grant Notification Letter will be sent to the Applicant including information specific to the proposed Project including, but not limited to, award or decline status REQUEST FOR MODIFICATION, EXTENSION, OR CANCELLATION If there are any changes to the project equipment needs, a cause for delay in completion of the approved Project, or a cancellation of installation of previously approved Measures, a Request for Modification, Extension, or Cancellation is required. The Request should be e mailed to [email protected]. 2.3 PROJECT MILESTONES Table 2.3: 2010 Worship Facility Matching Grant Program Milestones Dates Description May 7, 2010 October 2010 November 8, 2010 November 15, 2010 November 30, 2010 Program opens for Application submission. Last month for Grant Review Committee to review Projects that can be completed in program year Applications can be submitted for subsequent program years. Last day to electronically submit any and all program Applications, forms, or supporting documentation for the Projects approved for completion in Last day to have hard copies of all program Applications, forms, reports, or supporting documentation delivered to Oncor by 5 p.m., Central Standard Time, for the Projects approved for completion in Last day to have a completed passing Post Installation Inspection completed for payment submission in Nonprofit Facility Matching Grant Program 22

23 Chapter 4 Appendix A: Glossary 3 3 ADDITIONAL INFORMATION Oncor may impose additional restrictions and qualification requirements on Applicants, Qualified Service Providers, or Service Providers based on prior program participation. 3.1 CONFIDENTIALITY Oncor s Program is subject to oversight by the Public Utility Commission of Texas and the Texas Legislature, which may request a copy of any Program materials that Oncor receives. Oncor may also be required to disclose any documents pursuant to laws, regulations or legal process. Any documents sent to the Public Utility Commission of Texas or the Texas Legislature or disclosed pursuant to laws, regulations or legal process may be accessible by the general public. Oncor will attempt to treat sensitive information submitted by the Applicant, Qualified Service Provider, or Service Provider, such as financial statements and Project costs, confidential to the extent possible. However, Oncor will not be liable to any Applicant, Qualified Service Provider, or other party as a result of public disclosure of any information submitted pursuant to the Program. By submitting an Application and/or attempting to participate in the Program, each Applicant, Qualified Service Provider, and/or Service Provider understands and agrees that any information it provides to Oncor could be publicly disclosed. According to the State of Texas House Bill 698, businesses that dispose of records containing personal information, must destroy or modify the record through shredding or other means that renders the information unreadable. Applications, Qualified Service Providers, and/or Service Providers are subject to these restrictions. Personal information for purposes of State of Texas House Bill 698 consists of the customer s name and any one of the following: Customer identification number (premise number, meter number and/or ESI ID) Social security number (or government identification number) Drivers License number Address (physical or mailing) Documents 3.2 PARTICIPATION COSTS Oncor will not reimburse any Applicant, Qualified Service Provider, or Service Provider for any costs incurred by participating in the Program, including costs of preparing program documentation, reviewing or executing program documents, or preparing and submitting any program reports. 3.3 SUBMISSION OF FALSE INFORMATION Oncor reserves the right to discontinue its evaluation of all submittals from any Applicant, Qualified Service Provider, or Service Provider who submits false, misleading, or incorrect information. In the 2010 Nonprofit Facility Matching Grant Program 23

24 Chapter 4 Appendix A: Glossary event Oncor determines it has received false, misleading or incorrect information, Oncor may deny or terminate participation in the Program or any other Oncor Energy Efficiency Programs by the provider of such information. 3.4 COMPLIANCE Applicants and/or Qualified Service Provider, or Service Provider warrants and represents that the Project meets all applicable federal, state, and local laws and regulatory requirements, including: The Project will result in Energy Savings and Peak Demand Savings and a reduction in energy costs for the Applicant. The Project will result in consistent and predictable Energy Savings and Peak Demand Savings over the Estimated Useful Life of the Measure. The Qualified Service Provider, or Service Provider, disclosed all potential adverse environmental or health effects associated with the Measures to be installed, if any. The Project includes appropriate and adequate measurement, verification, and reporting procedures. The Project does not achieve demand reduction by eliminating an existing function or shutting down a facility or operation, or result in building vacancies or the re location of existing operations to locations outside of the facility or area served by Oncor. Measures installed pursuant to the Project would not be installed in the absence of the Project. The Project does not result in negative environmental or health effects, including effects that result from improper disposal of equipment and materials. The Project does not involve the installation of self generation or cogeneration equipment, but may involve renewable DSM technologies. Applicants, Qualified Service Providers, and Service Providers shall keep and maintain accurate and detailed records and documentation relating to the Project and its associated Energy Savings and Peak Demand Savings for a period of not less than three (3) years beyond the termination of this grant award. During the retention period, such records shall be made available, upon reasonable notice, for Inspection during normal business hours by Oncor or any governmental agency having jurisdiction over the Program or any portion of the Project. 3.5 MISCELLANEOUS Applicant and/or Qualified Service Provider, or Service Providers, shall not use Oncor s corporate name, trademark, trade name, logo, identity, or any affiliation for any reason, including soliciting Worship Customers for participation in the Program, without Oncor s prior written consent. Applicants, Qualified Service Providers, and Service Provider may file a complaint against Oncor concerning the Program with the Public Utility Commission of Texas Nonprofit Facility Matching Grant Program 24

25 Chapter 4 Appendix A: Glossary 4 4 APPENDIX A: GLOSSARY Applicant shall mean an eligible worship organization that submits an Application for the Program and contracts with a Qualified Service Provider or Service Provider for the installation of Measures pursuant to the Project. Application: The Worship Facility Matching Grant Application, comprising a set of standard forms, is submitted by the Applicant in conjunction with the Project Savings File(s). Baseline is generally defined, for the purposes of determining estimated and measured energy savings for equipment replacement Projects implemented under the Program, as the energy consumed by equipment with efficiency levels that meet the applicable current federal standards and reflect current market conditions. The Baseline may be determined by the equipment or conditions currently in place under the following conditions: a) when federal energy efficiency standards do not apply, or b) when the existing equipment can be shown by Service Provider to have a remaining service life of at least fifteen (15) years. Conditioned space: Cooled space, heated space, or indirectly conditioned space: Cooled space: Enclosed space within a building that is cooled by a cooling system whose sensible capacity exceeds 5 Btu/ (h ft2) or is capable of maintaining a space dry bulb temperature of 90 F or less at design cooling conditions. Heated space: Enclosed space within a building that is heated by a heating system whose output capacity exceeds 10 Btu/ (h ft2) or is capable of maintaining a space dry bulb temperature of 50 F or more at design heating conditions. Indirectly conditioned space: Enclosed space within a building that is not heated or cooled space, whose area weighted heat transfer coefficient to heated or cooled space exceeds that to the outdoors or to unconditioned space, or through which air from heated or cooled space is transferred at a rate exceeding three air changes per hour (see heated space and cooled space). Deemed Savings shall mean a pre determined, validated estimate of energy and peak demand savings attributable to an Energy Efficiency Measure in a particular type of application that a utility may use instead of energy and peak demand savings determined through measurement and verification activities. Energy Efficiency Measures: Equipment, materials, and practices that when installed and used at a customer site result in a measurable and verifiable reduction in purchased electric energy consumption, measured in kilowatt hours (kwh), or peak demand, measured in kilowatts (kw), or both. Energy Savings shall mean the amount of annual (one year) electric energy reduction, expressed in kilowatt hours (kwh), that result from the installation of Measures pursuant to the Project. Energy 2010 Nonprofit Facility Matching Grant Program 25

26 Chapter 4 Appendix A: Glossary Savings will be calculated based upon savings over and above standard efficiency equipment and not in relationship to existing equipment, except in cases where no standards exist. Equipment standard efficiencies are ASHRAE , ASHRAE , ASHRAE 90.1M 1995, and the Oncor Standard Lighting Wattage Table. Existing Equipment: The equipment that is installed at the customer s site prior to the customer s participation in the Program. Incentive Payment: Payments made to a Qualified Service Provider based on the successful submission of the Project Savings File(s). Inspection: On site examination of a Project to verify that a Measure has been installed and is capable of performing its intended function. Peak Demand shall mean electrical demand at the time of highest annual demand on the utility s system, measured in 15 minute intervals. Peak Demand Savings shall mean the maximum average load reduction occurring during any onehour period between 1 p.m. and 7 p.m. weekdays, from May 1 through September 30 (federal holidays excluded) that result from the installation of Measures pursuant to the Project. Peak Demand Savings will be determined by comparing the efficiency of the installed equipment to that of an appropriate Baseline. Peak Period: The hours from 1 p.m. to 7 p.m. weekdays, from May 1 through September 30 (federal holidays excluded). Program Documents shall mean i) Worship Facility Matching Grant Application and all supporting documents; ii) Project Savings File(s), an example is at iii) together with any and all other exhibits, addenda, or amendments referenced in the Contract Documents or made a part hereof in accordance with this Program Manual, as the same may be amended from time to time. To the extent of any conflict between this Program Manual and other Contract Documents, the terms of this Program Manual shall prevail. Project shall mean all Measures installed by Qualified Service Provider, or Service Provider, pursuant to the Applicant s participation in the Program and reported on all program documents. Project Site shall mean the location of the Applicant s facility where approved Measures will be installed and from which Peak Demand Savings and Energy Savings will be obtained. Proposed Energy Savings shall mean the amount of Energy Savings proposed in Matching Grant Application and all supporting program documents to be achieved by the Project, approved by Oncor Nonprofit Facility Matching Grant Program 26

27 Chapter 4 Appendix A: Glossary Proposed Peak Demand Savings shall mean the amount of Peak Demand Savings proposed in Matching Grant Application and all supporting program documents to be achieved by the Project, approved by Oncor. Prudent Electrical Practices shall mean those practices, methods, standards, and equipment commonly used in prudent electrical engineering and operations to operate electrical equipment lawfully and with safety, dependability, and efficiency and in accordance with the National Electrical Safety Code, the National Electrical Code, and any other applicable federal, state, and local codes provided, however, that in the event of a conflict, the applicable federal, state, or local codes shall govern. Qualified Service Provider shall mean any organization, group, or individual who installs Energy Efficiency Measures or performs other energy efficiency services who maintain an approved SOP agreement with Oncor to provide energy savings in any one of Oncor s other Energy Efficiency Programs. Renewable demand side management (DSM) technologies Equipment that uses a renewable energy resource (renewable resource), as defined in (c) of the Commission s Substantive Rules (relating to Goal for Renewable Energy) that, when installed at a customer site, reduces the customer s net purchases of energy, demand, or both. Service Provider shall mean any organization, group, or individual who contracts with the Applicant to provide energy efficiency savings. Work shall mean any and all labor, evaluations, reports, and services, including all equipment, material, duties, and obligations that are the responsibility of Qualified Service Provider or Service Provider under this Program Manual Nonprofit Facility Matching Grant Program 27

28 Chapter 4 Appendix A: Glossary 5 5 APPENDIX B: PROJECTS AND UPGRADES Worship Facility Matching Grant Program Eligible Upgrades Eligible Upgrades or Projects Cooling Measures High efficiency air conditioning replacements High efficiency heat pump replacements Duct sealing Fan and pump motor efficiency upgrades Geothermal ground source heat pumps Lighting Measures Hard wired high efficiency fluorescent lighting that replaces less efficient lighting Lighting controls to reduce operating hours (in conjunction with lighting efficiency upgrades) CFLs with hard wired ballast T 12 to T 8 or T 5 retrofits LED exit sign retrofits Ineligible Upgrades or Projects Measures that do not raise efficiency above current standards Measures that do not surpass the Program Measures Estimated Useful Life Cogeneration and self generation projects Load shifting/load management measures Load reduction caused by building vacancies, decreased production, or other changes in occupant characteristics or behavior Measures that rely solely on change in customer behavior and require no capital investment Measures for which incentives were received under another Oncor Program Repair and maintenance measures Energy efficient gas measures when replacing non electric technologies Measures that result in negative environmental or health effects Core and Shell Measures ENERGY STAR Roofing Insulation Window film Solar Photovoltaic 2010 Nonprofit Facility Matching Grant Program 28

29 Chapter 5 Appendix B: Projects and Upgrades 6 6 APPENDIX C: INSTALLATION STANDARDS C.1 GENERAL Equipment must exceed applicable federal energy standards adopted at the time the Service Provider submits the Project Application. No used or reconditioned equipment shall be qualified for incentives. All equipment shall be new. Service Provider must follow all state and local building codes. Applicant, Qualified Service Provider, or Service Provider shall be responsible for licenses, building permits and inspections. Any fees/payments for licenses, building permits, and inspections shall be paid by the Applicant, Qualified Service Provider, or Service Provider. C.2 DUCT EFFICIENCY Any Service Provider requesting funding for duct efficiency Measure must be a certified HERS Rater or provide proof that he/she has attended and successfully completed a course implemented by a RESNET Quality Assurance Designee. Also, a Service Provider must supply proof that at least one employee on each site treated has successfully completed a course implemented by a RESENT Quality Assurance Designee. An employee on each site treated must also have proof that the employee has completed the above course if requested by Oncor and that it is in active status. Service Provider will also be required to submit the manufacturer and model number of the outside equipment for the duct system treated. Incentive payment is based on the system BTU capacity in tons and the primary heating source. All noticeable air leaks in a duct system should be treated. Obvious leaks left untreated in a duct system can result in a failure even though 10% or less of airflow has been met. See Appendix H for Measure specific deemed savings. C.3 HVAC Commercial retrofit of an existing central air conditioning system with a new central air conditioning system (packaged unit, or split system consisting of an indoor unit with a matching remote condensing unit) is eligible. Maximum cooling capacity per unit is 250,000 BTU/hour. See Appendix D G for Measure specific deemed savings Nonprofit Facility Matching Grant Program 29

30 Chapter6 Appendix D: Installation Standards C.4 FLUORESCENT FIXTURES Eligible only with complete new luminaries, hard wired ballast retrofits, or socket conversions. Luminaries with cord and plug connected devices are not eligible for incentives. See Appendix I for Measure specific deemed savings. C.5 ELECTRONIC BALLASTS Electronic ballasts must have a THD of no greater than 20%. Electronic ballasts must have a THD of no greater than 32% for luminaries having 5 to 8 lamps. See Appendix I for Measure specific deemed savings. C.6 FLUORESCENT LUMINARY RETROFITS T 12 lamps and magnetic ballasts retrofitted to T 8 lamps and electronic ballasts qualify. Lamps must have a CRI of at least 75. Lamps must be tri phosphor. Relamping energy savings will be eligible only for incentives if done in conjunction with T 8 lamps and electronic ballast retrofits. Unused lamps, lamp holders, and ballast must be removed from luminary. Old lamps and ballasts must be disposed of in accordance with local, state, and federal environmental laws. See Appendix I for Measure specific deemed savings Nonprofit Facility Matching Grant Program 30

31 Chapter6 Appendix D: Installation Standards 7 7 APPENDIX D: COOLING EQUIPMENT TABLES D.1 OVERVIEW This document contains reference data for estimating demand and energy savings for cooling equipment in the Worship Facility Matching Grant Program. The data is equipment efficiency standards or climate data that will be used to develop the baseline system models and to evaluate savings for all projects under the Program. Cooling equipment installed under the Program must exceed the minimum new equipment efficiency standards shown in the tables. In addition, the minimum baseline efficiencies define the baseline for calculating energy savings. For the following types of cooling equipment, baseline efficiency ratings are provided in Table D.1 through Table D.8 below: Unitary air conditioners and heat pumps (air cooled, evaporatively cooled, or water cooled) Packaged terminal air conditioners and heat pumps Room air conditioners and heat pumps Water source and ground water source heat pumps Water and air cooled water chilling packages Table D.1 through Table D.8 are based on American Society of Heating, Refrigerating, and Air Conditioning Engineers (ASHRAE) Standard and ASHRAE Table The tables present the minimum efficiencies of particular types of cooling equipment. The performance standard data in these tables should be used to determine the rated baseline equipment efficiencies. The baseline efficiency for existing equipment shall be established as the 1989 standard efficiency. The baseline for equipment for which rating conditions are not provided shall be defined as the energy consumption of the actual existing equipment. Table D.9 of this document presents the cooling degree days (CDD) for a weather station located in the Oncor Electric Delivery distribution service territory. Cooling degree day data are used to normalize metered energy consumption to a typical meteorological year (TMY2). Table D.10 offers the coefficients necessary to complete the air conditioning equipment deemed savings calculation Nonprofit Facility Matching Grant Program 31

32 Chapter7 Appendix D: Cooling Equipment Tables Table D.1: Standard rating conditions and minimum performance for unitary air conditioners and heat pumps, air cooled, electric, <135,000 Btu/hr (< tons) capacity, Except packaged terminal and room air conditioners. Cooling Capacity Btu/hr tons Rating Condition, F db Type Baseline Performance Standard 1,5 New Equipment Standard 2 Mode < 65,000 < Split & Packaged SEER/ kw/ton 13.0 SEER/ kw/ton 65,000 & < 135, & < Packaged and split 8.9 EER/ kw/ton 11.2 EER / kw/ton kw 1 Watt hr Btuout 1 kw 12 kw Performance = *12,000 * = ton EER Btuout ton hr 1,000 Watt EER ton decreased to 11.0 EER and kw/ton for units with a heating section other than electric resistance heat. Table D.2: Standard rating conditions and minimum performance for unitary air conditioners and heat pumps evaporatively cooled, electric, <135,000 BTUH (< tons) cooling capacity. Cooling Capacity BTUH tons Rating indoor air F db / F wb Rating outdoor air F db/ F wb Baseline Performance Standard 3 New Equipment Standard 4 < 65,000 < /67 95/ EER/ kw/ton 12.1 EER/ 0.992kW/ton 65,000 & < 135, & < /67 95/75 Deduct 0.2 from the required EERs for units with a heating section other than electric resistance heat EER / kw/ton 11.5 EER / kw/ton 1 Reference: ASHRAE Standard , Table Reference: ASHRAE , Table A and Table B.Or Reference Title 42, Chapter 77, Sec 6295 and DOE 10 CFR Part 430 ( or DOE 10 CFR Part 431, Energy efficiency standards and their effective dates ( 3 Reference: ASHRAE Standard , Table Reference: ASHRAE , Table A. 5 Energy Systems Laboratory 2008 Baseline Study 2010 Nonprofit Facility Matching Grant Program 32

33 Chapter7 Appendix D: Cooling Equipment Tables Table D.3: Standard rating conditions and minimum performance for water cooled air conditioners and heat pumps, electric, <135,000 BTUH (< tons) capacity. Equipment Cooling capacity, BTU/h Rating Condition, air F db / F wb Rating Condition, entering water F Baseline Performance Standard 5 New Equipment Standard 6 < 65,000 80/ EER/ 1.290kW/ton 12.0 EER/ 1.000kW/ton < 65,000 80/ EER/ 1.176kW/ton Water cooled heat pumps 65,000 and <135,000 80/ EER/ 1.143kW/ton 12.0 EER/ kw/ton < 135,000, heating 70/ COP/ 0.925kW/ton 4.2 COP/ 0.837kW/ton Ground water cooled heat pumps < 135,000 80/67 70 < 135,000 80/67 50 < 135,000, heating 70/ EER/ 1.090kW/ton 11.5 EER/ kw/ton 3.4 COP/ 1.034kW/ton 16.2 EER/ 0.741kW/ton < 135,000, heating 70/ COP/ 1.172kW/ton 3.6 COP/ 0.977kW/ton Water cooled unitary air conditioners < 65,000 80/ EER/ 1.290kW/ton 12.1 EER/ 0.992kW/ton 5 Reference: ASHRAE Standard , Table 10 3 and Table Reference: ASHRAE , Table A or B Nonprofit Facility Matching Grant Program 33

34 Chapter7 Appendix D: Cooling Equipment Tables Equipment Cooling capacity, BTU/h Rating Condition, air F db / F wb Rating Condition, entering water F Baseline Performance Standard 5 New Equipment Standard 6 Water cooled unitary air conditioners (cont.) 65,000 and <135,000 80/ EER 1.143kW/ton 11.5 EER/ 1.043kW/ton Table D.4: Standard rating conditions and minimum performance for packaged terminal air conditioners and heat pumps, air cooled, electric Mode Rating condition, outside air F db Baseline Performance Standard 7 New Equipment Standard 8 Cooling (0.16 * Cap/1000) EER 12.5 (0.213 * Cap/1000) EER Cooling (0.20 * Cap/1000) EER Heating (heat pump) 47 db/43 wb 2.9 (0.026 * Cap/1000), COP 2.9 (0.026 * Cap/1000) COP Cap is the rated cooling capacity of the unit in Btu/h. If the unit s capacity is greater than 15,000 Btu/h, use 15,000 Btu/h in the calculation. 7 Reference: ASHRAE Standard , Table 10 4A. 8 Reference: ASHRAE , Table D Nonprofit Facility Matching Grant Program 34

35 Chapter7 Appendix D: Cooling Equipment Tables Table D.5: Standard rating conditions and minimum performance for room air conditioners and room air conditioner heat pumps, electric Category Capacity, BTUH Baseline performance standard (EER) 9 New Equipment Standard (EER) 10 EER/kW/ton EER/kW/ton < 6, / / Without reverse cycle and with louvered sides 6,000 and <8, / / ,000 and <14, / / ,000 and <20, / / , / / Without reverse cycle and without louvered sides With reverse cycle and with louvered sides With reverse cycle and without louvered sides < 8, / / ,000 and <20, / / , / / < 20, / / , / / < 14, / / , / / Reference: ASHRAE Standard , Table 10 4B. 10 Reference: ASHRAE , Table D Nonprofit Facility Matching Grant Program 35

36 Chapter7 Appendix D: Cooling Equipment Tables Table D.6: Baseline and New Equipment Standards for large unitary air conditioners and heat pumps, electric, 135,000 BTUH ( tons) capacity. Equipment Type Cooling Capacity Baseline Performance Standard 11 New Equipment Standard 12 Air cooled air conditioners Water or evaporatively cooled air conditioners Air cooled heat pumps (Cooling Mode) Air cooled heat pumps (Heating Mode) Air cooled condensing units Water or evaporatively cooled condensing units BTUH tons EER kw/ton EER kw/ton 135,000 & <240, ,000 & <760, & < & < , , ,000 & <240, ,000 & <760, & < & < , ,000 & <240, ,000 & <760, & < & < N/A N/A , N/A , , Deduct 0.2 from the required EERs for units with a heating section other than electric resistance heat. Coefficient of Performance (COP) for heating mode rated at 47 F dry bulb, 43 F wet bulb outdoor conditions. kw 1 Watt hr Btuout Performance = *12,000 * ton EER Btuout ton hr 1 1,000 kw Watt 12 kw = EER ton 11 Reference: ASHRAE Standard , Table Reference: ASHRAE , Table A and Table B or DOE 10 CFR Part 431, Energy efficiency standards and their effective dates ( Nonprofit Facility Matching Grant Program 36

37 Chapter7 Appendix D: Cooling Equipment Tables Table D.7: Baseline and New Equipment Standards for water chilling packages, electric. Equipment Type Water cooled, positive displacement (rotary screw, scroll) Water cooled, centrifugal Air cooled with condenser Air cooled without condenser Cooling Capacity (tons) Baseline Performance Standard 13 New Equipment Standard 14 COP kw/ton COP kw/ton < and < < and < < All kw 1 Btuin Btuout 1 kwh kw Performance = *12,000 * = ton COP Btuout ton hr 3,412 Btuin COP ton Table D.8: Standard rating conditions and minimum performance for water chilling packages, gas absorption Equipment Type Cooling Capacity Baseline Performance Standard 15 (COP) New Equipment Standard 16 (COP) Air cooled absorption, single effect All capacities Water cooled absorption, single effect All capacities Absorption double effect, indirect fired All capacities Absorption double effect, direct fired All capacities Reference: ASHRAE Standard , Table Reference: ASHRAE , Table C. 15 Reference: ASHRAE Standard , Table C. 16 Reference: ASHRAE , Table 6.*.1.C Nonprofit Facility Matching Grant Program 37

38 Chapter7 Appendix D: Cooling Equipment Tables Table D.9: TMY2 Cooling Degree Days (base 65) for the Oncor Electric Delivery service territory Weather Station WBAN No. CDD(65) ( o F) Abilene ,284 Dallas/Ft. Worth Odessa/Midland ,031 Waco ,546 Wichita Falls ,385 Table D.10: Deemed savings coefficients for the Oncor Electric Delivery area climate for various building types and equipment types. Demand Coefficient Energy Coefficient Building Type Air Cooled Chiller Water Cooled Chiller DX Air Cooled Chiller Water Cooled Chiller DX College ,587 1,761 1,955 Hospital ,453 2,733 Nursing Home ,744 1,854 2,218 Large Office ,232 2,406 2,493 Small Office ,598 1,649 1,970 Public Assembly ,005 2,116 2,385 Religious Worship ,355 1,396 1,946 School ,136 1,273 1,569 Table D.11: Useful Formulas Chillers A/C units Rating COP = / kw/tons EER = BTU/(Watt*Hour) kw/ton 3.516/COP 12/EER kw (Tons*12)/(3.413*COP) (Tons*12)/EER 2010 Nonprofit Facility Matching Grant Program 38

39 Chapter7 Appendix D: Cooling Equipment Tables Table D. 12: Building descriptions for use in the air conditioning equipment Deemed Savings M&V methodology Building Type Religious Worship College Hospital Nursing Home Office, Large Office, Small Public Assembly School Description A religious worship building that experiences full operation on Sundays, and a partial schedule on weekdays and Saturdays. A multi story college building that operates a full day five days per week and a partial day on weekends. A multi story hospital building that operates 24 hours per day, 7 days per week. An assisted care facility that operates 24 hours per day, 7 days per week. Typical multi story office building that operates 12 to 16 hours per day, Monday through Friday, a half day on Saturday and a few hours on Sunday. Applicable for buildings greater than 50,000 sq. ft. Typical low rise office building that is operated mostly Monday through Friday and a minimal number of hours on Saturday and Sunday. Applicable for buildings up to 50,000 sq. ft. A large public assembly building that operates on a partial schedule all days. A low rise elementary or high school that operates all day Monday through Friday, 50 weeks per year Nonprofit Facility Matching Grant Program 39

40 Chapter8 Appendix E: Duct Efficiency 8 8 APPENDIX E: DUCT EFFICIENCY E.1 OVERVIEW These Deemed Savings values are applicable to measures which seal leaks in supply and return ducts and repair or reinsulate ducts of small commercial facilities that have central electric air conditioning or heat pumps. All treated sites must have a majority of the treated ducts and returns located in an unconditioned space. Alternatively, the Oncor may establish other requirements to ensure that savings result from the measure. The required test will be total leakage to the outside test Oncor will employ the following procedure to ensure that savings result from the duct efficiency measure: When a majority of the supply and return is in an unconditioned space, Oncor may inspect for adequate treatment, or may conduct a standard leakage to the outside test (e.g., Duct Blaster and Blower Door or like type equipment) to verify that the total duct leakage does not exceed the applicable maximum post installation leakage rate taken from the following table. See following definitions of unconditioned space and majority. E.2 BASELINE This measure would be applicable if existing duct system has a leakage rate of greater than or equal to the appropriate values in the following table, as measured by a pre retrofit duct pressurization test. The calibrated Deemed Savings model uses an average duct loss factor of 30%. E.3 INSTALLATION & EFFICIENCY STANDARD Materials used should be long lasting materials, e.g., mastics, tape applied mastics, UL 181 foil tape with mastic applied over it, and/or aerosol based sealants, to reduce total leakage rates to less than 10% of total air handler fan flow, verified by post retrofit duct pressurization test. Oncor may require competency testing of personnel who will perform the diagnostic tests. E.4 DUCT IMPROVEMENT AIR FLOW REQUIREMENTS Measurements to determine whether the air flow requirements are met must be performed in accordance with Oncor approved procedures. All Duct Improvements will require a majority of the ducts to be located an unconditioned space, the acceptable test method is the standard duct leakage to the outside test (e.g., Duct Blaster and Blower Door or like type equipment) test conducted at 25 Pascal s. Prior to beginning any installations, the Qualified Service Provider or Service Provider must submit evidence of competency on completing these tests Nonprofit Facility Matching Grant Program 40

41 Chapter8 Appendix E: Duct Efficiency Leakage rates indicated in the following table must be measured and reported at the average air distribution system operating pressure. Table E.1: AIR FLOW REQUIREMENTS FOR DUCT EFFICIENCY MEASURE AC Size (tons) Minimum Pre Installation Leakage Rate (CFM) Maximum Post Installation Leakage Rate (CFM) Table E.2: Duct Efficiency Deemed Savings DUCT EFFICIENCY IMPROVEMENT Electric AC Electric AC Electric AC Gas Heat Resistance Heat Heat Pump Summer Peak Weather Zone Avg. kwh Savings Avg. kwh Savings Avg. kwh Savings Avg. kw Savings per sq. ft. of conditioned space per sq. ft. of conditioned space per sq. ft. of conditioned space per sq. ft. of conditioned space Examples of systems in conditioned and unconditioned spaces The following examples are intended to illustrate some of the situations that will be found in the field. It is not all inclusive. Return/evaporator is in a closet with ceiling. The entire enclosure is considered conditioned space. This is a common installation in older homes in which central air was a postconstruction retrofit, but is also utilized in new construction. Duct is contained within, or consists of, a stud cavity, joist cavity, or enclosed chase; evaporator is in the attic. The portion of the duct within the cavity is located within a conditioned space Nonprofit Facility Matching Grant Program 41

42 Chapter8 Appendix E: Duct Efficiency Return/evaporator in a sealed closet without ceiling that is left open to supply combustion air for a gas/propane furnace. The entire closet is considered unconditioned space. Supply ducts are within a furr down. This is considered indirectly conditioned space. Supply ducts within an attic separated from the conditioned spaced by an insulated ceiling. This is considered an unconditioned space. Supply ducts within an attic with finished floor, insulated roof and openings to the conditioned space. This is considered an indirectly conditioned space. Return or supply ducts located in joist cavity in a floor over a crawlspace. If the floor under the ducts (the crawlspace ceiling) is insulated, the ducts are in a conditioned space. If the floor and walls of the crawlspace are insulated and sealed, the ducts are in a conditioned space. If the floor, walls and ceiling of the crawlspace are uninsulated, the ducts are located in an unconditioned space Nonprofit Facility Matching Grant Program 42

43 Chapter8 Appendix E: Duct Efficiency 9 9 APPENDIX F: SOLAR PHOTOVOLTAIC F.1 OVERVIEW The Solar PV Program within the Worship Matching Grant Program will assist worship organizations with the cost of the Solar PV project. F.2 ELIGIBILITY Eligibility Requirements Must be a customer located on Oncor s grid Must enter into a interconnect agreement with Oncor Must provide proof of ownership or lease agreement. If the units are leased then the EUL will be the length of the agreement. If the units are purchased it will be 30 years as set by the PUCT. Example Eligible Measures Solar PV systems over 200 kw, (for units under 200 kw see the Solar PV Program). The incentive will be limited to 500 kw per project. Connected kw will be limited to 75% of the customers summer kw demand. F.3 DEEMED SAVINGS (TAC (D)(1) Solar electric (photovoltaic) energy systems deemed savings values are calculated based on the system s rated watts DC STC 17. Only photovoltaic systems that result in net reductions of the customers purchased energy and peak demand qualifies for these deemed savings estimates. These deemed savings apply to all customer classes and all weather regions in Texas. The installation must also meet the following requirements in order to be eligible for these deemed savings values. The system shall be installed by a licensed electrical contractor with the approval of the electrical inspector in accordance with the National Electric Code (NEC690, Solar Photovoltaic systems ) or local building codes. If the system is utility interactive the inverter shall be listed by national testing laboratory (se, for example, UL 1741, Static Inverters and Charge Controllers for Use in the Photovoltaic Power Systems ) and meet there requirements of the Institute of Electrical and 17 Watts DCSTC refers to the system s factory rated output at standard test conditions, which assumes 1,000 w/m 2 of solar radiation and 25 degree Celsius cell operating temperature Nonprofit Facility Matching Grant Program 43

44 Chapter9 Appendix F: Motors Electronics Engineers (IEEE) Standard recommended Practice for Utility Interface of Photovoltaic (PV) Systems. The array azimuth shall be within +/ 20 degrees of south; the tilt angle shall be between 0 (horizontal) and latitude +15 degrees. The estimated annual energy generation from the PV system shall not exceed the customer s annual energy consumption. Deemed Savings Value of Energy and Demand Deemed Energy Savings (kwh) = 1.6 * watts DC STC installed Deemed Demand Savings (kw) = 0.83 * kw DC STC installed 2010 Nonprofit Facility Matching Grant Program 44

45 Chapter9 Appendix F: Motors Table F.1: Minimum nominal full load motor efficiency for single speed poly phase motors Motor Horsepower 2-Pole 4-Pole 6-Pole Open Enclosed Nonprofit Facility Matching Grant Program 45

46 Chapter8 Appendix E: Duct Efficiency APPENDIX G: LIGHTING EFFICIENCY G.1 OVERVIEW The Table of Standard Fixture Wattages contains reference data for estimating demand and energy savings in the Program for lighting measures. The Table assigns identification codes and demand values (watts) to common fixture types (fluorescent, incandescent, HID, LED, etc.) used in commercial applications. The Table wattage values for each fixture type are averages of various manufacturers laboratory tests performed to ANSI test standards. By using standardized demand values for each fixture type, the Table simplifies the accounting procedures for lighting equipment retrofits. Oncor Electric Delivery posts updated versions of the Table at as new fixtures are added. Qualified Service Providers and Service Providers should make sure that they are working with the most recent version of the Table as they prepare Project Savings File forms by downloading the most recent form from the application. If a Project uses a fixture type not listed in the Table, the Qualified Service Provider or Service Provider should request that Oncor Electric Delivery add a new fixture code. The request should include all information required to uniquely identify the fixture type and to fix its demand. If possible, the request should be supported by manufacturer s ANSI test data. The Project Savings File is linked to a copy of the Standard Wattage Table and looks up wattage values for fixture codes automatically. For this reason, all Service Providers should use only the identification codes included in the Table. G.2 TABLE The Table is subdivided into fixture types such as linear fluorescent, compact fluorescent, mercury vapor, etc, with each subdivision sorted by fixture code. Each record, or row, in the Table contains a fixture code, which serves as a unique identifier. Each record also includes a description of the fixture, the number of lamps, the number of ballasts if applicable, and the fixture wattage. A legend explains the rules behind the fixture codes. The US Energy Policy Act of 1992 (EPACT) sets energy efficiency standards that preclude certain lamps and ballasts from being manufactured or imported into the US. Under the Worship Facility Matching Grant Program 2010, all lighting equipment, including existing or baseline equipment, must be EPACT compliant. As a result, certain lamp/ballast combinations, which are non EPACT compliant, are assigned EPACT demand values. Thus, a 4 foot fixture with 40 watt T 12 lamps and 2010 Nonprofit Facility Matching Grant Program 46

47 Chapter13 Appendix J: PSF Incentive File Form standard magnetic ballast has the same demand value as a like fixture equipped with 34 watt T 12 lamps and energy efficient magnetic ballast. The fixture codes and the demand values listed in the watt/fixture column in the Table of Standard Fixture Wattages must be used in calculating energy and demand savings for any lighting efficiency project in the Program. These are incorporated into our lighting inventory tables Nonprofit Facility Matching Grant Program 47

48 11 11 APPENDIX H: WINDOW FILM Chapter13 Appendix J: PSF Incentive File Form H.1 OVERVIEW The installation of window films decreases the window shading coefficient and reduces the solar heat transmitted to the building space. During months when perimeter cooling is required in the building, this measure decreases cooling energy use. The simplified M&V guidelines developed for this measure are applicable for window films applied to south and west facing windows only. The measure demand and energy savings are calculated based on the window film area, change in shading coefficient and cooling equipment efficiency. Savings for window film measures are determined using the Project Savings File available on the Oncor Electric Delivery Worship Facility Matching Grant Program website ( The following steps comprise the simplified M&V procedure for window film installations. Collect data characterizing the existing south and west windows including: shading coefficient, type of interior shading devices, and presence of exterior shading from buildings or other obstacles. Identify the type and rated efficiency of the cooling equipment in the building. Document the installed window film shading coefficient and window application area for the south and west windows. Based on the characteristics of the existing windows, newly installed window films, and cooling equipment; determine the annual demand and energy savings using the Project Savings File. H.2 PRE RETROFIT PROJECT SAVINGS FILE The goal of the pre retrofit documentation is to identify the existing south and west window characteristics. At a minimum, the surveys should include the following data for the south and west windows: Existing window description Existing window shading coefficient Window area by cardinal orientation Description of interior shading devices If applicable, an estimate of combined window interior shading coefficient determined from 1997 ASHRAE Fundamentals, Chapter 29, Tables Description of exterior shading Description of building cooling equipment. This information will be included as part of the pre retrofit Project Savings File submission Nonprofit Facility Matching Grant Program 48

49 Chapter13 Appendix J: PSF Incentive File Form H.3 POST RETROFIT PROJECT SAVINGS FILE All Service Providers should provide manufacturer s data for the window films; specifically the National Fenestration Rating Council (NFRC) shading coefficient for the installed window films. The area of the window films applied for each different solar orientation must also be specified. This data is required as part of the post retrofit PSF submission. H.4 CALCULATION OF ENERGY SAVINGS The window film demand and energy savings result from a reduction in demand and energy use of cooling equipment. For evaluating savings, a calculation worksheet is available as a Project Savings File located at The savings estimates rely on tabulated values of solar heat gain factors (SHGF) as published in the 1997 ASHRAE Fundamentals, Chapter 29, Table 17. The ASHRAE data represent the amount of solar radiation that is transmitted through single pane clear glass for a cloudless day at 32 o N Latitude for the 21st day of each month by hour of day and solar orientation. The solar gain values are translated to electric energy savings by considering the cooling equipment efficiency. In the calculation, the cooling equipment efficiency equals the rated efficiency of the installed equipment or the ASHRAE Standard minimum cooling equipment efficiency (see the Cooling Equipment Standard Efficiency Tables), whichever is more efficient. To determine the coincident, peak summer demand savings associated with window films, the highest, hourly, ASHRAE SHGF value that occurs during the summer peak period is identified for each of the south and west building orientations. The data for the Oncor Electric Delivery service territory are presented in Table H.1. The building demand savings are determined from the maximum of these peak SHG values for the applicable window orientations. To determine cooling energy savings associated with window films, the ASHRAE SHGF data are aggregated into daily totals for weekdays during the months of April through October. These totaled, SHG values are presented in Table H.1. In the table, orientations that are symmetrical relative to the southern sky have the same SHGF values Nonprofit Facility Matching Grant Program 49

50 Chapter13 Appendix J: PSF Incentive File Form Table H.1: Solar Heat Gain Determined for Dallas, TX Orientation Solar heat gain (Btu/ft 2 -year) Peak hour solar heat gain (Btu/hr-ft 2 -year) SE 158, SSE 133, S 120, SSW 133, SW 158, WSW 168, W 162, WNW 139, NW 106, The data from Table H.1 is used to determine the demand and energy savings associated with the window film measure using the equations below. Equation H.1 presents the demand savings calculation. Demand savings are determined for the window orientation that results in the highest savings. Demand savings by orientation are not additive Nonprofit Facility Matching Grant Program 50

51 Chapter13 Appendix J: PSF Incentive File Form Equation H.1: Calculation of peak demand savings for window films kw savings, o = A film, o SHGF o ( SC SC ) pre, o 3413 COP post, o kw = kw savings, peak savings, o,max Where: kw(savings,o) kw(savings,peak) A(film,o) SHGF(o) SC(pre) SC(post) COP = Peak demand savings per window orientation. = Peak summer demand savings. = Area of window film applied to orientation (ft2). = Peak hour solar heat gain factor (Btu/hr-ft2-yr) for orientation of interest from Table HTable H on vertical glazing at 32 N latitude. = Shading coefficient for existing glass/interior-shading device. = Shading coefficient for new film/interior-shading device. = Cooling equipment COP or SEER based on ASHRAE Standard or actual COP of equipment, whichever is greater. Formatte 3413 = Conversion factor (Btu/kW). Equation H.2 presents the annual energy savings calculation for window films. The total annual energy savings is equal to the sum of the savings determined for each orientation, as shown below. Equation H.2: Calculation of annual cooling energy savings kwh savings, o = A film, o SHG o ( SC SC ) pre, o 3413 COP post, o kwh, savings = kwh savings o Where: SHG(o) = Solar heat gain factor (Btu/ft2-yr) for orientation of interest fromtable H Nonprofit Facility Matching Grant Program 51

52 The following is an example of the savings calculations for a window film project. Chapter13 Appendix J: PSF Incentive File Form Window films are installed on an office building in Dallas. The building does not have interior shading devices. The building is not self-shaded or shaded externally by neighboring buildings. The window shading characteristics, film surface area, and SHGFs are presented below. The SHG and SHGF values are based on the data presented in Table H.1. Cooling is provided to the building by a 600 ton, water-cooled, centrifugal chiller. The ASHRAE rated COP for this type of chiller is 5.2, as specified in the Oncor Electric Delivery Standard Cooling Equipment Tables. Orientation Area (ft2) Window SC (baseline) Window SC (w/films) Interior Shading SHG (Btu/ft2-yr) South 10, None 120, West 10, None 162, Peak SHGF (Btu/hr-ft2-yr) The energy savings for installing the window films can be found using the information provided and Equations H.2. Due to the absence of interior shading devices in the building, the window shading coefficients are used in the savings calculation. The energy savings for the south and west films are equal to: kwh savings, s / w kwh savings 10, ,095 = 3, , s / w = 40, ,899 = 95,500 ( ) 10, ,388 ( ) + 3, The demand savings for installing the window films can be found using the information provided and Equations H.1. Due to the absence of interior shading devices in the building, the window shading coefficients are used in the savings calculation. The demand savings for the south and west films are equal to: 10, = 3, ( ) kw savings, s = 10, = 3, ( ) kw savings, w = kw savings kw, peak = savings, s = Nonprofit Facility Matching Grant Program 52

53 12 APPENDIX I: ENERGY STAR ROOF Chapter13 Appendix J: PSF Incentive File Form I.1 OVERVIEW The installation of an Energy Star Roof decreases the roofing heat transfer coefficient and reduces the solar heat transmitted to the building space. During months when cooling is required in the building, this measure decreases cooling energy use. The simplified M&V guidelines developed for this measure are applicable for Energy Star Roof materials applied to a roof with a slope of 2/12 or less only. The measure demand and energy savings are calculated based on the roof area above conditioned space, change in heat transfer coefficient and cooling equipment efficiency. Reflectivity must be at least 65% at 3 years, have at least a 10 year life and listed at Savings for roofing measures are determined using the Project Savings File available at website. The following steps comprise the simplified M&V procedure for Energy Star Roof installations. Collect data characterizing the existing roofing area: square footage of conditioned roofing (roofing plan with dimensions required), amount of insulation, amount of slope, and the reflectance of the current roof. Identify the type and rated efficiency of the cooling equipment in the building. Document the installed Energy Star Roof reflectance coefficient and insulation value of the newly installed roof. Based on the characteristics of the existing roof, newly installed roofing, and cooling equipment; determine the annual demand and energy savings using the PSF for Roof Savings calculation. I.2 PRE RETROFIT PROJECT SAVINGS FILE The goal of the pre retrofit PSF is to identify the existing insulation and reflectivity characteristics and the amount of roof over a conditioned space. At a minimum, the surveys should include the following data for the Roof: Existing roof insulation description (Amount of each material and it s R value combined for a total insulating value) Existing roof reflectivity coefficient Square footage of roof area above conditioned space. Roof slope Description of building cooling equipment. This information will be included as part of the pre retrofit PSF Nonprofit Facility Matching Grant Program 53

54 Chapter13 Appendix J: PSF Incentive File Form I.3 POST RETROFIT PROJECT SAVINGS FILE All Service Providers should provide manufacturer s data for the Energy Star Roof; specifically the solar reflectance, both initial and after 3 years, the insulating value, and the rated life of the installed roof. These data fields are required as part of the post retrofit PSF submission. I.4 CALCULATION OF ENERGY SAVINGS Oncor Electric Delivery uses the ASHRAE heat balance method Nonprofit Facility Matching Grant Program 54

55 Chapter13 Appendix J: PSF Incentive File Form 13 APPENDIX J: PSF INCENTIVE FILE FORM Date: Project Information Foundation Name: Applicant Name: Facility Address: City: State: ZIP Code: ESI ID: Qualified Service Provider Information Service Provider Name: Oncor Vendor Number: Mailing Address: City: State: ZIP Code: Primary Phone Number: Address: Project Savings File Information Project File Name Photos and Files Attached I hereby warrant and represent that the energy efficiency upgrades listed on the attached Project Savings File(s) have been inspected on the date listed above. Signature of Applicant Signature of Qualified Service Provider Date Date 2010 Nonprofit Facility Matching Grant Program 55