2015 Residential Programs Home Energy Efficiency (HEE) Low Income Weatherization (LIW) 1
Oncor s Energy Efficiency Team Michael Stockard Director Amanda Townsend Manager Program Implementation Mike Baker Manager Administration and Quality Assurance Garry Jones Manager New Product Development Kim Hooper Sr. Pgm Manager Graham Thurman Sr. Pgm Manager Bruce Blackburn Sr. Pgm Manager Jeff Reed Sr. Pgm Manager Carl Brown Sr. Pgm Manager Ron Haskovec Sr. Pgm Manager Cary Betts Sr. Pgm Manager Genny Jones- Fant Sr. Pgm Manager Joe Nixon Sr. Pgm Manager Tawnya White EE Analyst Terry Manning Inspection Manager Prachi Gupta Sr. Pgm Manager India McKnight Sr. Pgm Manager Kristy Tyra Sr. Pgm Manager Greg Haverland Consulting Engineer Joanna Gomez Insurance Coord.
RESIDENTIAL PROGRAM TEAM Carl Brown Home Energy Efficiency Daily program and project mgmt Residential Sector Lead Carl.brown@oncor.com 214.486.3244 Joanna Gomez Analyst Terry Manning Inspection Manager Genny Jones-Fant Low Income Weatherization Daily program and project mgmt Genny.Jones-Fant@ oncor.com 214.486.3238 Management of inspections and inspection team Terry.manning@oncor.com 214.486.4624 Daily review and processing of PR paperwork Joanna.gomez@ oncor.com 214.486.4153 Matt Noska Analyst Verifies and validates insurance Acords EEPM Helpdesk reset password, assist SP with issues eepminsurance@ oncor.com 866.258.1874 3
2015 BUDGETS Program 2015 Incentive Budget PR Incentive Range Home Energy Efficiency Low Income Weatherization $10,006,947 $500 - $15,000 $6,004,950 $500 - $12,000 HEE Incentives are limited to the lesser of $600,000 or seven percent (7%) of the overall HEE SOP budget (incentive cap) for each Service Provider (SP) inclusive of its Affiliates. Oncor may raise the incentive cap based on program performance. LIW Incentives are limited to the lesser of $450,000 or eight percent (8%) of the LIW Main Option budget (incentive cap) for each Service Provider inclusive of its Affiliates. Oncor may raise the incentive cap based on program performance. 4
PROGRAM OVERVIEW Residential Standard Offer Programs 2015 Program Dates Activity HEE Program LIW Program Main Option Multifamily Option Reserve Option Main Option Multifamily Option Program Application Open Jan 2 Jan 2 N/A Jan 2 Jan 2 Program Application Close Jan 30 Jan 30 N/A Jan 30 Jan 30 Submission of Completed Production Reports Open March 23 April 1 March 23 April 20 June 6 Submission of Completed Production Reports Close Nov 13 Nov 13 Nov 13 Nov 13 Nov 13 * All documents to support the Program Application are due within 5 business days of the EEPM submitted Program Application 5
PROGRAM OVERVIEW Home Energy Efficiency (HEE) and Low-Income Weatherization (LIW) 3 Pathways Project Type Main Option Multifamily Main Option Weekly PR submission Minimum incentive of $500 - $15,000 (HEE) $500 - $12,000 (LIW) First come first served Note: Only available if qualifies HEE Reserve Option Weekly PR submission Reserved funding for each SP Multifamily Pre-inspection required Each project has reserved incentive Must have at least 3 years successful participation for the LIW Program 6
HEE RESERVE OPTION Qualifications and Guidelines SP must have participated in the HEE Program in 2014 Qualification period will cover PR s inspected from 2014 HEE Program SP will need to have two percent (2%) or less CFR during the 2014 HEE Program year SP will be notified of qualification and reservation dollar amount prior to Reserve Option opening on March 24 7
HEE RESERVE OPTION Qualifications and Guidelines SP will have milestones outlined in the Program Manual to spend their allotment and have until November 13 to submit their last PR SP can continue to participate in the HEE Main and/or HEE Multifamily Options if desired (While funding exists) If SP goes into lockout for any reason they will forfeit all remaining reserved funding 8
2015 HEE & LIW PROGRAM CHANGES 9
THE APPLICATION Form Fillable PDF application can be downloaded under Resources on EEPM. When complete, it should be uploaded on the *NEW* Vendor Documents tab in EEPM. Evaluation criteria Thoroughness and completion of application, profile and supplemental documentation Company background, experience with energy efficiency and references Prior performance (if applicable) Employee training, certifications and organization structure Leadership engagement and technical expertise Stop gaps implemented Application may only be rejected for corrections ONE time!! 10
APPLYING TO PROGRAM OPTIONS One application covers all program options Existing Service Providers: Ask to be associated with applicable programs and options Download the application under Resources and upload the completed application under the Vendor Documents tab in EEPM for HEE Main Complete a Program Addendum for each NEW program option and upload it under Attachments for the applicable program option In EEPM, click the submit button for each program option application New Service Providers: Complete an Umbrella Agreement and associate with the HEE Main Program Option Download the application under Resources and upload the completed application under the Vendor Documents tab in EEPM for HEE Main Complete your Service Provider Profile and Program Addendum In EEPM, click the submit button for each program option application 11
THE INTERVIEW 20 minute interview with Company Owner and Certified Rater 15 minutes: Service Provider Presents: Company overview Marketing of services and Oncor programs o Types of homes targeted/serviced and outreach activities/customer recruitment o Role of Oncor s program in marketing activities Technical knowledge: Explanation of how work is performed o Home assessment o Scheduling work o How work is performed o Follow up after work is completed Business plan o What percentage of business is from Oncor programs? o What are future growth plans? Bring your buddy! 12
THE INTERVIEW 5 minutes: Q & A What other programs does your company participate in? How are employees trained and how is their performance monitored? Do you have other business activities outside of energy efficiency? Are you employed with another company? How often are you on site while work is being conducted? Verify equipment serial numbers and proof of last calibration 13
ADDITIONAL PROGRAM CHANGES ResNet itec Application Required use of smart phone or tablet in the field to use itec app itec Report required for air infiltration projects Download the itec App: https://play.google.com/store/apps/details?id=com.energyconservatory.resnet&hl=en https://itunes.apple.com/us/app/itec-resnet/id504703665?mt=8 http://download.cnet.com/itec-resnet/3000-2064_4-75691606.html View the instructional video: http://www.youtube.com/watch?v=kcolbcy4h6m 14
ADDITIONAL PROGRAM CHANGES Mandatory Expectation Training TX HERO will prepare and provide a training course to review industry best practices and Oncor requirements for Air Infiltration and Duct Sealing All certified personnel (HPP, PVT, HERS, BPI) will be required to attend this course Course offered at multiple times and locations The training session will cover: Oncor expectations for pre/post testing related to Blower Door and Duct Blaster When to walk away from a house and not perform measures How to present the testing results to the customer 15
ADDITIONAL PROGRAM CHANGES Rater Requirements Raters with less than 5 years experience cannot work for more than one company HEE Reserve Option Reserved funds will be distributed to the qualifying SPs at the beginning of the program year Milestones will be set for SP incentive spend New Company Participation New companies may apply to the programs and may be accepted based on experience 16
INCENTIVES & INSURANCE 2015 Incentives New combination incentives have been released Provides higher incentives in 2015 for gas and heat pump homes Air infiltration Duct Sealing Insulation 2015 Insurance NEW! All components of Workers Compensation policy have a minimum requirement of $500,000 17
PROGRAM CHANGES FOR 2015 Marketing Material for Approved Service Providers Pre-designed materials for use in marketing activities. Ability to add your company name/logo to the material. Download on oncoreepm.com after program enrollment. 18
2015 HEE & LIW ENROLLMENT & PROGRAM REQUIREMENTS 19
PROGRAM REQUIREMENTS FOR 2015 HIGH LEVEL HEE and LIW Execution of the Umbrella Contract (1 time event) Company/Business with industry related experience Proven and verifiable successful performance history Program application with all required components All necessary certifications, training and documentation All required insurance Successful interview during application period 20
HOW TO ENROLL AS A SERVICE PROVIDER Service Provider (SP) HERs/BPI Oncor Visit oncoreepm.com and complete Umbrella Agreement SP contacts Help Desk to associate with a program; Completes Program Addendum Oncor reviews and executes Umbrella Agreement; SP receives EEPM login SP completes Program Application and SP Profile in EEPM, submits Certificate of Insurance SP submits HERs/BPI agreement with Program Application in EEPM SP submits Project Applications HERs/BPI sign agreement and Provide to SP for submission Oncor reviews and executes Program Addendum if Application is approved 21
ENROLLMENT REQUIREMENTS HEE AND LIW All NEW companies are required to print and sign a new Program Addendum for each program. Once signed the Program Addendum must be uploaded into the program application. Certified HERs Rater/BPI complete Certified Rater Terms and Conditions Agreement. Company Owner uploads this as part of the application. Download and complete the Program Application. Upload completed application in EEPM. Provide proof of applicable insurance, licenses, and permits in the Service Provider s business name. List the name of each subcontractor and the company they represent. 22
PROGRAM REQUIREMENTS FOR 2015 HERS/BPI REQUIRED Each Service Provider/company conducting: Air infiltration/weatherization OR Duct sealing and improvement OR Installing insulation MUST utilize a HERS or BPI Certified Professional ( Certified Rater ) to participate in the HEE and/or LIW SOP. 23
CERTIFIED RATER ELIGIBILITY REQUIREMENTS HERS / BPI Certified Professionals eligibility requirements: Certified Rater must complete/sign the Certified Rater Terms and Conditions agreement to participate. (Located on Resources page in EEPM) SP uploads a copy of the Certificate listing the Certified Rater s name as successfully completing the requirements for the certification and the completed Certified Rater Terms and Conditions on the Profile tab in EEPM. Certified Rater must provide their approval via their signature on all Production Reports. Certified Rater may only associate with up to two Service Provider companies participating in the Residential Programs. Certified Raters with less than 5 years of experience may only work for one company. 24
CERTIFIED PROFESSIONAL ON-SITE REQUIREMENTS HERS and BPI Certified Professionals Requirements defined when a Home Energy Rater (HERs), Building Performance Institute (BPI), Performance Verification Technician (PVT) and Home Performance Professional (HPP) is required in the HEE and LIW Programs. Measure Installed On-site when Measure is Installed either HPP, PVT, HERs or BPI Certified Individual Required * PR Summary Page signed by HERs or BPI Certified Individual Required ** Duct Efficiency YES YES Infiltration Reduction YES YES Ceiling Insulation YES YES Wall Insulation YES YES Floor Insulation YES YES *Either a PVT, HPP, HERs or BPI Certified individual is required to be on-site during the installation of duct efficiency, Ceiling insulation and infiltration reduction measures. **ONLY a HERs or BPI Certified individual is allowed and required to sign the PR Summary Sheet when installation of duct efficiency, infiltration reduction, ceiling insulation, wall insulation or floor insulation has occurred. 25
PROGRAM FORMS (NOW SEPARATED) Action Required Triplicate Forms required Signed by Head of Household Forms signed and left with Customer at time of installation Host Customer Agreement Host Customer Certificate Income Eligibility (LIW only) Required Required Required Required Individual witnessing installation (over 18 years of age) Required Required Required Required A copy of each form MUST be left with the customer during or immediately after work has completed. 26
REQUIRED FORMS IN 2015 Triplicate Forms Available: Host Customer Agreement Customer Certificate Income Eligibility (LIW Only) How To Order: Master Craft Ja Nae Adkins at 214-441-9084 j.adkins@mbfi.com OR Jill Bryant at 214-441-9084 j.bryant@mbfi.com 27
REQUIRED FORMS FOR 2015 Triplicate Forms Available Online: How to Order? oncorprovider.mastercraftprint.com Or Print the forms from the Resources page in EEPM and use a printer you prefer to create the required Triplicate forms. 28
TRIPLICATE FORM ORDERING Pricing Host Customer Agreement Host Customer Certificate Income Eligibility (LIW only) Quantity 100 250 500 100 250 500 100 250 500 Printed with Company Name $135 $160 $230 $135 $160 $230 $135 $160 $230 Generic $34.50 per 100 $34.50 per 100 $34.50 per 100 Shipping averages $15.00 - $18.00 29
REQUIRED PAPERWORK FOR EACH CUSTOMER The following paperwork is required to be left with each customer at the time of installation: Host Customer Agreement Host Customer Certificate Income Eligibility (LIW only) Customer Disclosure Notice Form Energy Efficiency Tips (Oncor brochure) 30
ENERGY EFFICIENCY TIPS Required to be left with each customer at the time of installation Leave a copy with each customer after work is completed! 31
ENERGY EFFICIENCY TIPS ONCOR BROCHURE The brochures can be ordered online in quantities of 250 brochures for $25 per order. SP is responsible for purchasing brochures. To order visit: https://www.nationsprint.com/clients/thinc-big Create a log-in ID and password and provide a working email. 32
THREE-STRIKE POLICY The Three-Strike Policy will be enforced Paperwork errors have been added to the Strike 1 list Major issues identified, such as fraud, improper work or testing protocols may result in permanent termination PR Submission All supporting paperwork must be received by Oncor within 5 business days. PR Summary, Host Customer Agreement, Host Customer Certificate and (Income Eligibility form - LIW Only) Paperwork received at Oncor after 5th business day will not be accepted 33
THREE-STRIKE POLICY CAUSE FOR TERMINATION Forging customer Signature / income No Certified individual on site 34
LIW PROGRAM FOR 2015 LIW Program - Participation Service Providers must successfully perform in the 2015 HEE Program to be eligible to participate in the LIW Program. Successfully performed in 2014 HEE and/or LIW Program with less than five percent (5%) Cumulative Failure Rate (CFR) Have submitted (3) three PR s in the 2015 HEE Program with an incentive value of $5,000 or higher Successful performance is defined by having less than a five percent (5%) Cumulative Failure Rate (CFR) in the 2014 HEE and/or LIW Program 35
ENROLLMENT REQUIREMENTS HEE AND LIW The required insurance Acord. ALL insurance Acords must be emailed to eepminsurance@oncor.com by the Insurance Agent. Copies of up-to-date training certificates, licenses, or rater certificates, if applicable should be uploaded into the EEPM application. Photos with name of each employee, manager, owner, or any individual that is associated with the Application. No personal ID such as driver s licenses or Social Security numbers should be sent or included. 36
ENROLLMENT REQUIREMENTS HEE AND LIW Customer Service Training Online Customer Service e-learning is available for employees of Service Providers who did not complete the training in 2014 Customer Service Training is required for all customer facing employees A certificate of completion for each employee must be uploaded in the Service Provider profile under each employee s name in EEPM 37
INSURANCE Type Bodily Injury and Property Damage Each Occurrence General Aggregate Product Comp/Op Aggregate Minimum Coverage Limits $1,000,000 $1,000,000 $1,000,000 Automobile $500,000 Workers Compensation Each Accident Disease Policy Disease Employee Limit $500,000 $500,000 $500,000 Quick Tip: See Guidelines for Insurance Acord for specific requirements. Insurance Acords should be completed and emailed to eepminsurance@oncor.com by the INSURANCE AGENT. Expired insurance will result in lock-out so be sure to keep it up to date! 38
QUALIFYING SITES: ESI ID VERFICATION Eligible ESI IDs ESI IDs must be served by Oncor Oncor meters contain one of the following company codes: The last seven digits are the premise (account) number or meter number in EEPM Found throughout the service area Found in East Texas NOTE: Check the premise ID in EEPM to verify the rate code. 39
PROGRAM INFORMATION Program Manuals and Deemed Savings information are available on oncoreepm.com under the Residential Provider/Resources tab Program Manuals include a list of all eligible measures, Program qualifications, program processes and procedures, contact information, incentive levels, and program forms and contracts The State of Texas Technical Resource Manual (TRM) is available on oncoreepm.com under the Commercial Provider/Resources tab The Public Utility Commission of Texas (PUCT) has hired a contractor to conduct Evaluation, Measurement and Verification for all utility programs The new TRM compiles with all of the PUCT-approved deemed savings and is placed into one document for easy reference 40
PRODUCTION REPORT (PR) PROCESS 1. 2. 3. 4. 5. 6. 7. Open a PR: SP opens PR in EEPM to input customer site data. Customer site and measure data: SP enters Info into PR. Customer/Measures closed to PR: Funding blocked and reserved. PR Submitted: Up to one PR can be submitted each week. Supporting paperwork mailed: SP sends signed documents to Oncor. Post-Inspection: Conducted by Oncor and verifies PR information. Incentive Payment: Project sent for payment after post-inspection. 41
PRODUCTION REPORT (PR) PROCESS PHASE 1: Open PR Customer site information (ESIID) entered in EEPM and checked for Duplicate Measures PHASE 2: Customer site and measure data Completed installation information entered into PR in EEPM for each site EEPM PHASE 3: Customer/Measures closed to PR As each customer/measure is closed (or completed ) to the PR, funding is reserved PHASE 4: PR Submitted Up to one PR can be submitted per week (as funding is available) Hard copy of the PR must be mailed to Oncor and received within 5 days of electronic submission 42
PRODUCTION REPORT (PR) PROCESS PHASE 5: Supporting paperwork mailed for each PR All supporting paperwork should be mailed to be received by Oncor within 5 business days. PR Summary, Host Customer Agreement, Host Customer Certificate and Income Eligibility form (LIW Only) PHASE 6: Post-Inspection Each submitted customer site and installed measure is subject to a post-inspection by Oncor PHASE 7: Incentive Payment Upon completion of a successful post-inspection, payment is sent to Service Provider Payment may be adjusted based on inspection results 43
PAPERWORK ACCURACY COMMON ERRORS Customer signature does not match Host Customer name Installed measures are missing required details Host customer name does not match name entered in EEPM Paperwork is not signed and/or dated (must be a wet signature) The association of the customer signature is not included (Host Customer Certificate) Paperwork not in correct order based on PR Summary Paperwork not stapled 44
PAPERWORK ERRORS The Service Provider will receive an email generated from EEPM (also located on the Comment" tab) listing the customer name(s) that have an error The Service Provider will have two (3) business days to contact the EEPM Help Desk to request the customer(s) be excluded Once the customer(s) are excluded the Service Provider will received an EEPM generated email confirming the exclusion Oncor will mail the original customer paperwork back to the SP to allow for corrections; SP will have the option to resubmit the excluded customer(s) on a future PR if funding is available and the Program is open If a Service Provider reaches three (3) separate PRs that contain errors, the Service Provider is subject to a one (1) month lockout period as outlined in the Three-strike policy 45
POST INSPECTION COMMON FAILURES Wrong existing R-value listed for Ceiling Insulation Wrong heating type listed for Duct and Infiltration Measures Wrong square footage is listed (measure the house) Not installing all accessible light switch and outlet gaskets Door weather-stripping, plumbing penetrations, window caulking not applied to all applicable locations Inaccurate testing results submitted 46
INSULATION R-VALUE CHART Insulation Type R-Value/per inch Blown Pink or Yellow Fiberglass 2.2 Blown White Fiberglass (Insulsafe) 2.8 Blown Rockwool 2.8 Blown Cellulose 3.7 Batt Fiberglass 3.1 Batt Rockwool 3.2 47
EEPM HELP DESK EEPM Help Desk Operations (Mon Fri 8:00 AM 5:00 PM) The goal of the Help Desk is to answer every call and email the same day it is received based on call volume. Support@oncoreepm.com Email - If an email is sent to EEPM Support after 2 p.m. on weekdays, the service provider will be contacted by noon CT the following business day. 866. 258.1874 Voicemail - If a voicemail is left with EEPM Support after 2 p.m. on weekdays, the service provider will be contacted by 10 a.m. CT the following business day. 48
FINAL TAKEAWAYS DO NOT start work until you are Approved. Keep insurance up to date throughout the WHOLE YEAR! If you change company name or Tax ID, contact the Program Manager immediately! Read the Program Manual! If you discover an error in submitted projects contact the Program Manager immediately. Have a question? Call the Program Manager and ask before proceeding. 49