Energy Efficiency Portfolio Implementation Plan

Transcription

1 Energy Efficiency Portfolio Implementation Plan January 2012 CASE 07-M-0548 Proceeding on Motion of the Commission Regarding an Energy Efficiency Portfolio Standard Issued and effective October 25, 2011

2 Table of Contents Overall Program Budget... 3 Planning & Administration, Evaluation, Outreach... 4 Eligible Measures Residential Rebate Program... 4 Eligible Measures Small Commercial HVAC Program... 5 Marketing Plan and Budget... 5 Rolls and Responsibilities... 6 Customer Enrollment... 6 Training for Retail Partners... 7 Contractor Training and Program Orientation... 7 Quality Assurance... 7 Coordination with other New York Programs... 7 Contact Information... 8 Attachment #1 (Residential Energy Efficiency Program Application) Attachment #2 (Small Commercial HVAC Program Application) Page 2 of 14

3 The St. Lawrence Gas ( SLG ) Residential Energy Efficiency Program ( EEP ) and the Small Commercial HVAC Program (CEEP) have been developed to promote the efficient use of energy, including natural gas, and is consistent with New York State s Energy Efficiency Portfolio Standard. The EEP and CEEP have two major components: (1) incentive rebates on high efficiency appliances and controls, and (2) customer outreach and education. The following Implementation Plan summarizes the components of the EEP and CEEP, approved budgets, energy savings goals, customer participation, eligible measures and other aspects of the energy efficiency portfolio. This Implementation Plan has been designed in accordance with the October 25, 2011 Order of the NYS Public Service Commission authorizing efficiency programs, revising incentive mechanism, and establishing a surcharge schedule. Applications for rebates will be processed beginning on January 1, 2012 for equipment installed on or after January 1, Rebates will be awarded until the annual budget has been expended or committed. Overall Residential (EEP) Program Budget and Savings Targets Category Total Savings (Dekatherms) 3,243 3,243 3,243 3,243 12,972 Program & Administrative Costs by Category Administration $8,745 $8,745 $8,745 $8,745 $34,980 Marketing $8,745 $8,745 $8,745 $8,745 $34,980 Program Rebates $50,600 $50,600 $50,600 $50,600 $202,400 Total Program & Administrative Costs $68,090 $68,090 $68,090 $68,090 $272,360 Evaluation/M&V Costs $3,583 $3,583 $3,583 $3,583 $14,332 Total $71,673 $71,673 $71,673 $71,673 $286,692 Overall Small Commercial HVAC (CEEP) Program Budget and Savings Targets Category Total Savings (Dekatherms) 10,122 10,122 10,122 10,122 40,488 Program & Administrative Costs by Category Administration $19,689 $19,689 $19,689 $19,689 $78,756 Marketing $19,689 $19,689 $19,689 $19,689 $78,756 Program Rebates $180,672 $180,672 $180,672 $180,672 $722,688 Total Program & Administrative Costs $220,050 $220,050 $220,050 $220,050 $880,200 Evaluation/M&V Costs $11,581 $11,581 $11,581 $11,581 $46,324 Total $231,631 $231,631 $231,631 $231,631 $926,524 Page 3 of 14

4 Planning & Admin Planning and Administration will consist of the following activities: Program planning and design Program evaluation and redesign Reporting Application tracking Rebate processing Customer contact Customer usage tracking Update to CIS system Evaluation Enbridge St. Lawrence Gas is working with a vendor to finalize an evaluation plan and will consider participating in the Joint Statewide Evaluation pending review and approval of the contract by legal staff of our parent company. This Statewide Evaluation will examine both the process and impact of each of the rebate programs administered by Enbridge St. Lawrence Gas as part of the Energy Efficiency Portfolio. Customer Outreach Customer Outreach and Education will consist of the following: Web Site Targeted Bill Messages Bill Stuffers Annual Press Release Radio Advertising Annual Contractor Letter Jan through updates to contractors Eligible Measures and Incentives Residential (EEP) Category Rebate Furnace AFUE > 90% and no ECM * $140 Furnace AFUE 92 to 93% w ECM $280 Furnace AFUE > 94% w ECM $420 Water Boiler AFUE > 85% $350 Water Boiler AFUE > 90% $700 Steam Boiler AFUE > 82% $350 Boiler Reset Control $70 Indirect Water Heater $210 Programmable Thermostat 1 $18 Duct and Air Sealing 2 $420 *ECM is an Electronically Controlled Motor, also known as a Variable Speed Page 4 of 14

5 Motor or an Advanced Main Air Circulating Fan 1 Limit 1 and must be installed at same time as qualifying heating equipment. 2 Limited to furnaces installed in attic space between insulated ceiling and roof. Eligible Measures and Incentives Small Commercial HVAC (CEEP) Category Rebate Furnace (<300 MBH) AFUE > 90% and no ECM * $140 Furnace (<300 MBH) AFUE 92% w ECM* $280 Condensing Unit Heater (151 to 400 MBH) >90% AFUE $500 Infrared Heaters (all sizes) Low Intensity $500 Steam Boiler (<300 MBH) AFUE 82% $350 Hydronic Boiler ( MBH) AFUE > 85% $2000 Condensing Boiler (<300 MBH) AFUE > 90% $1400 Condensing Boiler ( MBH) AFUE > 90% $1400 Condensing Boiler ( MBH) AFUE > 90% $1700 Indirect Water Heater (>50 gal. with a qualifying boiler) $210 *ECM is an Electronically Controlled Motor, also known as a Variable Speed Motor or an Advanced Main Air Circulating Fan Please note that the Commission has set a maximum Commercial HVAC incentive payment for individual customers and/or projects of $5,000. Marketing Plan The St. Lawrence Gas marketing plan relating to the Energy Efficiency Portfolio will consist of the following marketing vehicles: Web Site Targeted Bill Messages Bill Stuffers Annual Press Release Radio Advertising Annual Marketing Budget Category Total Web Site $200 $200 $200 $200 $800 Bill Messages $200 $200 $200 $200 $800 Bill Stuffers $2,500 $2,500 $2,500 $2,500 $10,000 Newspaper $3,000 $3,000 $3,000 $3,000 $12,000 Radio Advertising $22,534 $22,534 $22,534 $22,534 $90,136 Total $28,434 $28,434 $28,434 $28,434 $113,736 St. Lawrence Gas will target all eligible commercial and residential customers within its service territory. The energy efficiency marketing will promote the rebate programs and energy efficiency initiatives that these customer can take to reduce fuel consumption. Page 5 of 14

6 Roles and Responsibilities Enbridge St. Lawrence Gas Energy Efficiency Portfolio will be administered in house by the Company s Sales Department. The Sales Department will be responsible for all aspects of the program including: Planning Customer Contact and Enrollment Application Processing Contractor Contact Reporting Evaluation Coordination with NYSERDA The customer will be responsible for submitting an application with the necessary documentation to determine eligibility for a rebate. Enbridge St. Lawrence Gas will process the application and approve or reject the application based on the information provided by the customer. Customer Enrollment Customers can enroll in the program by completing an application (see attachment 1). The information required for a complete application includes the following: Customer Information Customer Name Customer Phone Number Customer Address Customer Account Number Contractor Information Contractor Name Contractor Phone Number Contractor Address Equipment Information Manufacturer Model Number AFUE Rating Date Installed Copy of Installer s Invoice Applications will be processed by Enbridge St. Lawrence Gas and the customer will be notified of the status of the application within two weeks of receipt. Awards will be granted on a first come first served basis until the annual rebate budget is entirely committed or reserved. Contractors and customers will be notified once the annual rebate budget has been committed or reserved. The October 25, 2011 Order allows for uncommitted funds to be carried over to the next budget year, beginning with the 2012 budget funds may not be carried over Page 6 of 14

7 into 2016 unless the Commission later issues a revision to the Order. A utility may also, at its discretion, use funds from the following budget year to supplement the current year budget if funds have been depleted. The Order does not require that the utility do this, but it is an option available. Applications will be available at the Company s main office located at 33 Stearns Street, Massena, NY. Applications will also be provided to all local contractors and will be available on the Company s website (wwww.stlawrencegas.com). Training for Retail Partners The St. Lawrence Gas program will have no Retail Partners. Contractor Training and Program Orientation Enbridge St. Lawrence Gas held a contractor meeting in June 2009 at the onset of the Energy Efficiency Portfolio. Area contractors have been kept up to date regarding changes by and if necessary, phone calls. They have been provided: Program Budgets Eligible Equipment Customer Application Company Contact Information Quality Assurance The proposed Evaluation programs with vendors (KEMA, Statewide Evaluation, or others) have no provision for on-site evaluation of installations. Enbridge St. Lawrence Gas will be responsible for hiring a consultant to do on-site verification that rebated equipment has been received and installed properly. Coordination with other New York Energy Efficiency Programs Enbridge St. Lawrence Gas will coordinate with NYSERDA to assure that there is no duplication of awards. Enbridge St. Lawrence Gas Program Administrator will call NYSERDA or will use an FTP server to connect to NYSERDA s database and download information to verify that no customer is awarded a duplicate award. The contact at NYSERDA is: Bryan Henderson Phone: EXT bdh@nyserda.org Page 7 of 14

8 Evaluation Plan Process evaluation and impact evaluation will be performed by an outside contractor. Under consideration are KEMA and the Statewide Evaluation Program (administered by ConEd) Enbridge St. Lawrence Gas Contact Information Energy Efficiency Program Contacts: Mr. Philip A. St. Amand Advisor Customer Service Phone: Fax: Company Information Enbridge St. Lawrence Gas PO Box Stearns St. Massena, NY Page 8 of 14

9 Attachment #1 Residential Energy Efficiency Program APPLICATION FOR REBATE Subject to availability of funds, rebates are available toward the purchase and installation of high efficiency gas heating equipment (furnaces or boilers) in one to four-family houses. Commercial customers do not pay the System Benefits Charge and are not eligible to apply for these rebates. Customers receiving rebates/ financial inducements from NYSERDA for the same equipment are not eligible for a duplicate rebate under this program. Qualifying equipment must be installed on or after January 1, 2012 and must meet the minimum efficiency requirements of the program. Furnaces with an AFUE rating of 90% or higher and boilers with an AFUE of 85% or higher will qualify. An $18 rebate is also available for the sale and installation of a programmable thermostat at the same time as the heating equipment installation. Property Owner Name: Phone #: Property Street Address: Town: Gas Customer Name (If different): Gas Customer Phone #: St. Lawrence Gas Account #: Property Information First Last Apartment # Contractor Name: Phone Number: Mailing Address: Town: State & Zip Code: Federal Tax ID#: Contractor Information Page 9 of 14

10 Manufacturer: Model Number: Serial Number: AFUE Rating *: Fuel Approximate Age Manufacturer: Model Number: Serial Number: AFUE Rating *: Original Equipment Removed from Property Furnace Boiler (Check One) New Natural Gas Equipment Installed at the Property Date installation completed: *Annual Fuel Utilization Efficiency Rating Furnace Boiler (Check One) Other Equipment Installed at the Property Yes No Electronically Controlled Motor (Furnace only): Programmable Thermostat: Boiler Reset Control (Boiler Only): Indirect water Heater (Boiler Only): Duct/Air Sealing: Attach a copy of the installer s invoice showing the make, model, serial number of all qualifying equipment and date of installation with this completed form and submit to Enbridge St. Lawrence Gas, PO Box 270, Massena, NY If you have questions about the rebate program, please call Enbridge St. Lawrence Gas at and speak to Phil at extension 617. Page 10 of 14

11 For Enbridge St. Lawrence Gas Use Only NYSERDA Grant awarded YES NO Approved Denied If Denied: No Funds Available Ineligible Equipment Qualifying Equipment Heating Equipment $ Programmable Thermostat $ Indirect Water Heater $ Boiler Reset Control $ Duct and Air Sealing $ Total Rebate $ Approved By Rebate Applied to Acct. # Date Rebate Amount Page 11 of 14

12 Attachment #2 Small Commercial HVAC Program APPLICATION FOR REBATE Subject to availability of funds, rebates are available toward the purchase and installation of high efficiency gas heating equipment by commercial customers using less than 5,000 Decatherms/Mcf per year. Customers receiving rebates/financial inducements from NYSERDA for the same equipment are not eligible for a duplicate rebate under this program. Qualifying equipment must be installed on or after January 1, 2012 and must meet the minimum efficiency requirements of the program. Furnaces with an AFUE rating of 90% or higher, steam boilers with an AFUE of 82% or higher and boilers with an AFUE of 85% or higher will qualify. Some low intensity infrared heaters, condensing unit heaters, and indirect water heaters are also eligible. Property Owner Name: Phone #: Property Street Address: Town: Gas Customer Name (If different): Gas Customer Phone #: St. Lawrence Gas Account #: Property Information First Last Apartment # Contractor Name: Phone Number: Mailing Address: Town: State & Zip Code: Federal Tax ID#: Contractor Information Page 12 of 14

13 Manufacturer: Model Number: Serial Number: AFUE Rating *: Fuel Approximate Age Manufacturer: Model Number: Serial Number: AFUE Rating *: Original Equipment Removed from Property Furnace Boiler (Check One) New Natural Gas Equipment Installed at the Property Date installation completed: *Annual Fuel Utilization Efficiency Rating Furnace Boiler Condensing Unit Heater Low Intensity Infrared Heater Other Equipment Installed at the Property Yes No Indirect Water Heater Attach a copy of the installer s invoice showing the make, model, serial number of all qualifying equipment and date of installation with this completed form and submit to Enbridge St. Lawrence Gas, PO Box 270, Massena, NY If you have questions about the rebate program, please call Enbridge St. Lawrence Gas at and speak to Phil at extension 617. Page 13 of 14

14 For Enbridge St. Lawrence Gas Use Only NYSERDA Grant awarded YES NO Approved Denied If Denied: No Funds Available Ineligible Equipment Qualifying Equipment Heating Equipment $ Indirect Water Heater $ Total Rebate $ Approved By Rebate Applied to Acct. # Date Rebate Amount Page 14 of 14