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NY Residential Existing Homes Programs Regional Training Meetings for Participating Contractors July 2017 2 Welcome & Agenda 3 Welcome! At any time, be sure to write down your ideas, comments, and questions on the sticky notes


  1. NY Residential Existing Homes Programs Regional Training Meetings for Participating Contractors July 2017

  2. 2 Welcome & Agenda

  3. 3 Welcome! At any time, be sure to write down your ideas, comments, and questions on the sticky notes provided at your table. They will all be reviewed! 2.5 CEUs are available from BPI for today; please make sure to add your ID to the registration list to receive credit.

  4. 4 Morning Agenda State of the Program – Accomplishments – Status of Program Redesign – Implementation updates – Systems updates Engaging New Markets Technical Updates – Ensuring Quality – T echnical guideline updates – QACSS changes

  5. 5 Afternoon Agenda • Lunch/Awards • Breakout sessions • Reporting on Breakout • Wrap-up What would you like us to address today? Tow n Building Products

  6. 6 State of the Program – through May 31, 2017

  7. 7 • Drive market demand for residential energy efficiency. Our Goal • Serve low and moderate income households with energy efficient To deliver high quality measures, that otherwise would have energy efficiency gone without. services to households • Responsibly reduce financial hardship with high energy and inability to pay utility bills. burdens. • Reduce carbon and greenhouse gas emissions.

  8. 8 Households Served EmPower NY Electric Reduction (ER) Services only 69,757 Home Performance and ER Services 61,988 Total Households Serviced to date 131,745

  9. 9 Households Served Home Performance Market Rate Home Performance 50,708 with ENERGY STAR Assisted Home Performance 29,366 Total Households Serviced to date 80,074

  10. 10 Overall Energy Savings Together the programs • ~179,132,200 kWh SAVIN have served: • ~43,436,900 Therms • ~$93,341,500 FY Savings GS 237,474 Families • $924,840,400 Total Value of Work Savings equivalent of recycling 109,399 tons instead of being landfilled

  11. 11 Contractor and Partner Organizations Private Contractors: 199 WAP Agencies: 41 Total: 240 Vendors: 5 Outreach Organizations: 33 CBOs: 9

  12. 12 To all the hardworking people who have helped serve households through the programs – Thank you !

  13. 13 Status of Program Updates & Redesign Efforts

  14. 14 Status of Incentives • The Free/Reduced Cost Audit Program is continuing for homeowners with income up to 400% Area Median Income. • The Residential Financing Programs (Smart Energy Loan and On Bill Recovery) are continuing. • Assisted Home Performance with ENERGY STAR and EmPower NY incentives are continuing. – EmPower NY is receiving a one time increase in funding this year to support Governor Cuomo’s goal of serving 20,000 low income customers with energy efficiency services across the State. Contractors may receive additional referrals and job allocations for a limited time due these funds. • The existing market rate Home Performance with ENERGY STAR contractor incentives are scheduled to end December 31, 2018. NYSERDA will have a number of other activities to support the market rate sector.

  15. 15 Some Activities Since Last Year • Thank you for your input – Combined Participation Agreement • Aligning Policies and Procedures • Implemented a new Participation Agreement approval process – EmPower now under the HPwES umbrella – Updated EmPower pricing – Revised and published EmPower referral process – EmPower management into NY HP Portal (soon) – Unified Income Limit calculations

  16. 16 Activities Since Last Year • Developed a new referral database for improvements to the admin process and to achieve better referrals • Started weekly blog posts series in NY HP Portal with marketing, program, and industry tips and resources • New implementation contracts and activities to align processes across NYSERDA

  17. 17 NYSERDA’s Process for Selecting New Vendors • NYSERDA’s implementation contracts are initiated by competitive solicitation, which are posted publicly and marketed. • All qualified firms may bid. • Proposals are peer-reviewed and typically consist of both internal and external staff.

  18. 18 Competitive Solicitations Issued • RFQL 3209 - Marketing Support for NYSERDA Initiatives – Contract Awardees: Multiple; KSV for Residential Programs • RFP 3240 – Residential Financing and Income Verification Services – Contract Awardee: EFS • RFP 3401 – Centralized Services and Support – Contact Awardee: CLEAResult • RFQL 3434 - Standards and Quality Assurance Services – Contract Awardees: Multiple; IBTS for HPwES • RFP 3447 – Technical Services for NY Residential Existing Homes Programs – Contract Awardees: TBD • RFP 3588 – Community Energy Engagement – Contract Awardees: TBD • Future RFP – Program Management Software

  19. 19 Understanding Implementation Moving Forward • Shared Services – Centralizing common administrative needs across NYSERDA – Customer Support – Referral Processing (EmPower) – Application Intake – Invoice Processing • Technical Services – Program specific needs for the NY Residential Existing Homes Programs – T echnical Consulting Support for Contractors – T echnical Consulting Support for NYSERDA in developing best practices – In-home Inspections – Identify training needs and provide training opportunities for Contractors – Review Audit and Workscopes – Contractor On-boarding – Program Document and Data Management

  20. 20 Program Implementation: NYSERDA’s Single Family Residential Team Karen Hamilton, Director Program Operations Residential Financing Technical Services Laura Geel, Program Manager Kelvin Keraga, Technical Deidre Maturo, Project Support Manager Manager David Friello Kevin Hunt Bill Keating Matthew Houle Erik Gilbert Patrick Deloughery Elizabeth Lazarou Sherri Calabrese Jose Rodriguez Morgan Frasier John McKnight

  21. 21 Program Implementation: NYSERDA’s Team Our team is supported by a number of other teams, including: • Standards & Quality Assurance • Marketing • Evaluation • Low-to-moderate income policy

  22. 22 System Updates NY HP Portal • In the next few weeks, NYSERDA will be offering mandatory trainings for Contractors to become familiar with the EmPower workflow in the NY HP Portal. – There will be options for contractors comfortable with the HP Portal and for those with little or no experience • EmPower workflow in the NY HP Portal will replace CRIS for the day-to-day management of projects including: – Referral Assignment – Workscope Submission – Appliance Ordering – Completion Document Submission – Incentive Processing – Document Retention

  23. 23 System Updates NY HP Portal • For Home Performance with ENERGY STAR, most contractors have been trained on the new Express Contract, which utilizes HPXML to support automated reviews. • This system is replacing the existing workflow and CLEAResult’s legacy databases, which will soon be retired.

  24. 24 System Updates Others • New utility-facing referral database for EmPower will be rolled out in the next couple of weeks • NYSERDA will be replacing ZenDesk for a NYSERDA ticketing system. Expected to have similar functionality as ZenDesk and will be Contractor facing Coming Soon • Modifications to the NY HP Portal to further integrate the HPwES and EmPower modules • Integration of automated EDI energy usage information • HPXML Compliant EmPCalc or similar option

  25. 25 What’s Next for Program Changes • Continued Transition of program components to Shared Services – EmPower Incentive Processing within couple of weeks or sooner – EmPower Referral Processing – Expected by the end of July – EmPower Customer Support – Expected by mid July – EmPower Application Processing – Expected in early August • New Technical Services activities • Continued Merging & Updating of the Programs – Combined Application – Combined forms and unified process – One program for customers, with varying levels of financial support based on income – Updated eligible measures list – Updated EmPower pricing – New consumer education resources • NYSERDA’s goal is to do this with minimum disruption to day-to-day Contractor operations and services to customers.

  26. 26 Engaging New Markets

  27. 27 Present Situation and Barriers • Homeowners tend to be more reactive to home energy system failures than proactive regarding energy improvements. • Homeowners invest in their homes to meet their family and lifestyle needs, and to maintain or improve the value of their home; however, homeowners don’t understand the full value of energy efficiency. They are hesitant to invest without knowing there is adequate return on the investment. There are many competing priorities. • Homeowners are motivated differently; there is no “one solution.” • Consumer awareness and education is needed to truly expand the reach of the industry.

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