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

Program Update Home Efficiency Program, Income Qualified Brian Stewart Account Manager January 24, 2017

Agenda • 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 2

Note: the Program Ally Guide to Paperwork was posted to the ActOnEnergy website and announced in the December 2016 Residential Program Ally Newsletter 3

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 4

Homeowner eligibility • 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 5

Homeowner eligibility • 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 6

Homeowner eligibility • 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 7

Homeowner eligibility • 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 8

Homeowner eligibility • 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 9

HVAC initiative • 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 10

Homeowner application for financing • 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. 11

Homeowner application for financing • 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 12

Financing process with Renew Financial • 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 13

Financing process with Renew Financial • 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 14

Overview of work scope submittal and approval process • 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 15

Overview of work scope submittal and approval process • 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 16

First submittal, work scope • 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 / or cannot be identified in Preston’s Guide  Inspection disclaimers form  Direct install measures homeowner confirmation form 17

Second submittal, incentive application • 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 18

Post completion inspections and quality control • 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 19

New work scope / incentive application form • New form 20

Helpful notes on work scopes • 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. 21

Helpful notes on work scopes • 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 on 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 22