Program Update Home Efficiency Program, Income Qualified Brian - - PowerPoint PPT Presentation

Program Update

Home Efficiency Program, Income Qualified

January 24, 2017

Brian Stewart Account Manager

Agenda

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• Review of HEPIQ Program Ally Guide to Paperwork
• HVAC initiative
• Financing process
• Roll-out of new Work Scope / Incentive Application form
• Example invoice
• HVAC equipment eligibility
• Web site review

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Note: the Program Ally Guide to Paperwork was posted to the ActOnEnergy website and announced in the December 2016 Residential Program Ally Newsletter

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Guide Contents

Introduction ...............................................................................................................................3 HEPIQ Program Workflow Description ....................................................................................4 HEPIQ Team Personnel ..........................................................................................................4 HEPIQ Process Flow ...............................................................................................................4 Customer Qualification: ........................................................................................................4 Application for Financing ......................................................................................................6 Work Scope Submittal and Approval Process .......................................................................6 Incentive Application Submittal and Approval Process ..........................................................8 Post Completion Inspections and Quality Control .................................................................9 Glossary ................................................................................................................................ 10

Homeowner eligibility

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• Homeowner submits program application

 PDF to ResidentialEEApplications@Ameren.com  Online http://actonenergy.com/for-my-home/explore- incentives/home-efficiency-program/income-qualified-incentives  Call 1.866.838.6918

• Program allies are encouraged to assist the homeowner in

submitting program applications

Homeowner eligibility

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• Homeowner application must include attachments

 Proof of homeownership

• Contract for deed is eligible for IQ program but not

eligible for On Bill Financing  Proof of income

• HES T

eam will work directly with homeowner to determine whether homeowner is eligible and to identify as moderate- income or low-income

• HES T

eam will notify homeowner and program ally of eligibility

Homeowner eligibility

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• Homeowner referred by a CORE Ally
• Once notified of eligibility by the HES T

eam, the CORE Ally will:  Contact the customer  Perform an audit  Install Direct Install Measures  Write a cost-effective work scope

Homeowner eligibility

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• Homeowner referred by a non-CORE Ally and identified as

moderate-income

• Once notified of eligibility by the HES T

eam, the non-CORE program ally will:  Contact the customer  Perform an audit  Write a cost-effective work scope

Homeowner eligibility

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• Homeowner referred by a non-CORE Ally and identified as low-

income

• An Energy Advisor from the program will

 Contact the customer  Perform an audit  Write a cost-effective work scope  Offer the work scope to the referring ally

HVAC initiative

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• Homeowner referred by a Heating and Cooling (not IQ) Program

Ally

• An Energy Advisor from the program will

 Contact the customer  Perform an audit to include combustion safety, blower door, and mechanical ventilation testing  Write a cost-effective work scope  Offer the work scope to the referring ally  Coordinate with an IQ program ally for shell measures if appropriate  If HVAC-only and if the home has atmospherically vented appliances after the project is complete, perform combustion safety test-out

Homeowner application for financing

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• The homeowner submits an application to Renew Financial

 Online at http://ilenergyloan.com/  By phone at 888.269.3133

• Program allies are encouraged to assist the homeowner with

applying to Renew Financial. Please ask them to list you as their contractor on the application.

Homeowner application for financing

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• Program allies can see the status of their loans at the Renew

Financial portal

 If you do not have a login, please contact tshin@renewfinancial.com.

• Please remember to register for the on-bill financing webinar on

1/31/2017

Financing process with Renew Financial

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• Receive loan application from the homeowner and make a

first check on the status of the homeowner’s Ameren account

• Notify homeowner and program ally of loan pre-approval
• Receive approved work scope from IQ program and make a

second check on the status of the homeowner’s Ameren account

• Create loan documents and mail to homeowner with a copy

to program ally upon request

Financing process with Renew Financial

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• Receive signed loan documents from home owner, approved

incentive application from IQ program, and make a third check on the status of the homeowner’s Ameren account

• Fund the loan and make payment to the program ally
• Recommend program allies discuss with homeowners the

importance of staying current on their Ameren account and include in the contact language about payment should they default

Overview of work scope submittal and approval process

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• Send work scope and attachments to ResidentialEEApplications@Ameren.com
• Technical Review Team will review for cost effectiveness

 May ask for additional information  New work scope may be required  Will notify program ally and Renew Financial of approval

• HES team may contact homeowner to confirm comfort w/OBF loan, project
• Enter into a contract with the homeowner

 Contract costs and program incentive values must match values on work scope

• Install the project

Overview of work scope submittal and approval process

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• Change orders

 If any changes are necessary to the scope of the project after it has been approved, please contact the Technical Review Team to discuss.  If a material or equipment change (e.g. brand, make, model) is occurring, submission of a new work scope may be required.  New loan documents from Renew Financial may be required

• Send incentive application and attachments to

ResidentialEEApplications@Ameren.com

• Technical Review Team will review

 Compare completed documentation to original work scope  Notify program ally and Renew Financial of approved incentive application

First submittal, work scope

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• Required

 Work scope signed by homeowner

 Date of signature required

 Work scope in Excel format

• Required if applicable

 Load calculation  AHRI certificate for each new HVAC equipment to be installed  Photos of any unusual situations, construction types, or treatment

• plans. Photo of HVAC equipment that has no model number and /
• r cannot be identified in Preston’s Guide

 Inspection disclaimers form  Direct install measures homeowner confirmation form

Second submittal, incentive application

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• Required

 Incentive application signed and dated by homeowner and program ally  Incentive application in Excel format  Copy of contract and any change orders between program ally and homeowner signed and dated by both homeowner and program ally.  Copy of invoice from program ally to homeowner (no signatures required)

• Required if applicable

 AHRI certificates for installed equipment  Energy Audit Test Form

Post completion inspections and quality control

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• A minimum of 10% require in-field inspection

 Different from HVAC program which requires 6%

• Non-CORE IQ ally closeout

 Energy advisor will visit home and install Direct Install Measures  A complete, instrumented QC inspection may be performed  Payment of incentive requests from Non-CORE allies wait on inspection results

• Non-IQ Heating and Cooling ally

 If HVAC-only, energy advisor will perform combustion safety test-out

New work scope / incentive application form

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• New form

Helpful notes on work scopes

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• Please indicate in notes section of the work scope whether the

homeowner intends to use On-Bill Financing (OBF)

• Please send a photo of anything unusual in order to help speed
• approval. This is especially helpful for HVAC equipment that

does not have readable labels and/or model numbers that can be verified using Preston’s Guide

• If the standard incentive applies for a furnace, please indicate

the reason in the remarks section of the work scope.

Helpful notes on work scopes

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• If you install a furnace and the AHRI certificate shows an ECM

motor, please remember to include the financial incentive for the homeowner on the work scope

• When two allies are working together, please include measures in

either the HVAC section or the shell measures section depending

• n which ally will do the work. For example, a flue liner could be

listed as either an HVAC measure or a shell measure

• The diagnostic testing fee of $350 may be included in HVAC-only

projects unless all testing is performed by an Energy Advisor from the program or unless the home does not have any atmospherically vented appliances remaining after the project has been installed

Helpful notes on work scopes

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• Heads up: a change has been proposed that would allow the

program to pay the $350 diagnostic testing fee rather than the homeowner

• Mobile homes are not eligible. Modular and manufactured

homes are eligible as long they are on a permanent foundation - crawlspace or basement

Helpful notes on work scopes

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• The air sealing CFM reduction included in the SIR calculation on

the scope of work is an estimate only. The air sealing incentive is paid to the program ally, not to the homeowner, and is based

• n the measured CFM reduction achieved during the project
• If the scope of work changes after the work scope has been

approved, please submit an updated work scope for review and

• approval. When submitting the incentive application, all

documents must match the approved scope of work

Helpful notes on other documents

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• Please show clearly on contracts and invoices that program

incentives have been subtracted from the homeowner’s bill. Please use this exact phrase: “Ameren Illinois Energy Efficiency Program Incentive”

• When you refer a homeowner to the program, please remind

them to list your company on the program application. If we don’t know that you referred them, we may send the audit to another program ally

Helpful notes on other documents

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• On Energy Audit T

est Forms, please remember to include the kitchen(s) in the mechanical ventilation calculation, even if the kitchen has no fans and / or no flow to the outside

• If HVAC-only and if the home has atmospherically vented

appliances after the project is installed, then full combustion safety test-out must be conducted and the Energy Audit T est form must be submitted along with the incentive application. In this case, blower door and mechanical ventilation test-out are

• ptional

Upgrades

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• An upgrade is defined to be any measure that does not appear
• n the program price list
• Please do not include on a work scope any measure that does

not appear on the program price list

• Upgrades cannot be included in On-Bill Financing
• Many measures that appear on the program price list have

specifications to clarify what is included

• Please list upgrades on the contract between you and the

homeowner and also on your invoice to the homeowner as shown in the following example:

28 Program Scope of Work Amount

Insulate attic with blown cellulose, 1125 square feet @ 12 inch add $1,563.75 Insulate vertical knee wall 81 SF $140.04 Decommission whole-house attic fan $309.00 Spray foam rim joist, 140 linear feet $824.60 Install Panasonic Whisper Quiet bath fan w/light $556.00 Vent bathroom fan to roof $150.00 Install passive inlet vent $134.00 Diagnostic testing $350.00 Program Total $4,027.39 Ameren Illinois Energy Efficiency Program Incentive $1,526.50 Total remaining after Ameren Illinois Energy Efficiency Program Incentive $2,500.89

Upgrades Amount

Build catwalk from attic access to HVAC system and build service platform $300.00 Install two gable end vents in attic $240.00 Upgrade total $540.00

Invoice

XYZ Shell Measures Company 4567 Main Street Somewhere, IL 61000 TO: John Smith 123 Maple Street Anywhere, IL 62034 January 24, 2017

29 Program Scope of Work Amount

Install Furnace 95% AFUE 60,000 BTU $3,257.00 Install A/C 14.5 SEER 2.5 ton $3,690.00 Install programmable thermostat $200.00 Program Total $7,147.00 Ameren Illinois Energy Efficiency Program Incentive $5,850.00 Total remaining after Ameren Illinois Energy Efficiency Program Incentive $1,297.00

Upgrades Amount

Enlarge main return to support system airflow $300.00 Upgrade total $300.00

Invoice

ABC Heating and Cooling Company January 24, 2017 8901 Main Street Somewhere, IL 61000 TO: John Smith 123 Maple Street Anywhere, IL 62034

HVAC Equipment Eligibility

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Replacement of gas furnace with gas furnace

• r replacement of gas

boiler with gas boiler AFUE % Age Yrs Early Retirement (ER) Incentive Standard Incentive On-Bill Finance

Operable (typically naturally drafting) < 75 .or. >=30 .or.

Yes No Yes

Operable and non-condensing > 75 .and. < 30 .and.

No Yes Yes

Operable and condensing and CAC is inoperable and no new CAC can be properly installed with existing furnace > 75 .and. < 30 .and.

No Yes Yes

Operable and condensing and CAC is operable > 75 .and. < 30 .and.

No No No

Inoperable N/A N/A

No Yes Yes

Note: The February 25, 2016 e-mail on HVAC eligibility is no longer current policy

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Replacement of CAC with CAC SEER Age Early Retirement (ER) Incentive Standard Incentive On-Bill Finance

Operable <=10 Any

Yes No Yes

All other Any Any

No No No

Replacement of ASHP with ASHP SEER Age Early Retirement (ER) Incentive Standard Incentive On-Bill Finance

Operable <=10 Any

Yes No Yes

Operable > 10 Any

No Yes Yes

Inoperable Any Any

No Yes Yes

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Replacement of combination CAC and electric resistance heat with ASHP SEER Age Early Retirement (ER) Incentive Standard Incentive On-Bill Finance

Operable CAC <=10 Any

Yes No Yes

Operable CAC > 10 Any

No Yes Yes

Inoperable CAC Any Any

No Yes Yes

Notes:

• 1. Electric “backup” or “emergency” heat that is integral to an existing heat pump does not meet the

requirement for the home to be heated with electric resistance heat.

• 2. Space heaters do not meet the requirement for the home to be heated with electric resistance heat

(if you have a special circumstance, please contact your account manager).

• 3. Examples of electric resistance heat as the primary heat source for the home include baseboard

heat, an electric furnace, and electric radiant heat.

• 4. There is no incentive or financing to replace a CAC with an ASHP when the existing heat source is

a gas furnace or gas boiler.

Web site

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• http://actonenergy.com/
• Program Ally Portal (password protected)

Username: programally Password: actonenergy

Questions?