HVAC Variable Frequency Drives Application

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1 HVAC Variable Frequency Drives Applicatin Prgram Details & Instructins AEP-PSO s High Perfrmance Business Prgram (HPB) is designed t help nn-residential custmers replace aging, inefficient equipment and systems with energy-efficient technlgies by prviding rebates and technical assistance that will facilitate the installatin f premium efficiency equipment. Details f the prgram, including rebate levels and technical requirements, are subject t change withut prir ntice. Visit PwerFrwardWithPSO.cm t review the mst current prgram infrmatin, r call Eligible Participants Rebates are available t nn-residential, cmmercial, industrial, gvernment, institutinal and nn-prfit electric service custmers within the PSO service territry. Eligible Equipment Eligible equipment and rebate amunts are listed n page 4 f this applicatin frm. These measures are subject t the assciated technical eligibility criteria. All equipment must be new; used r refurbished equipment is nt eligible. This applicatin frm is fr installatin f variable frequency drives (VFDs) n existing HVAC equipment nly. Replacement f failed VFDs r thse installed in new cnstructin d nt qualify fr rebates. Pre-Apprval Requirements Prjects with ttal rebates less than r equal t $5,000 d nt require pre-apprval frm PSO. The applicant must purchase the qualifying equipment and then submit a cmpleted applicatin frm and supprting dcumentatin within 60 days f the invice date. Prjects with ttal rebates greater than $5,000 require preapprval frm PSO prir t purchasing and installing any equipment t guarantee rebate availability. After the applicatin has been pre-apprved by PSO, the applicant will be ntified in writing, assigned a prject identificatin number, and given any specific instructins. The applicant may then purchase and install the pre-apprved equipment. Terms & Cnditins Please review the prgram Terms and Cnditins n the last page f this applicatin. Step 1 Review prgram materials t cnfirm yur prpsed equipment meets prgram requirements. Fr questins, visit the prgram website at PwerFrwardWithPSO.cm r cntact us at Step 2 Cmplete the prgram applicatin, including the table n page 4. Refer t the Applicatin Checklist n page 5 t verify that all required infrmatin and dcumentatin are included fr submissin t PSO. Incmplete applicatins will nt be accepted and will be returned t the applicant fr cmpletin. Please indicate if the rebate payment shuld be made payable t the custmer f recrd r a third party, such as the installatin cntractr. All rebate payments require authrizatin frm the custmer f recrd. Submit cmplete applicatin packages by USPS, fax r . Mail: ICF Internatinal Fax: S. Detrit Avenue Suite 505 Tulsa, OK Online: Step 3 businesses@pwerfrwardwithps.cm Applicatins nt requiring pre-apprval will be prcessed fr payment, subject t pst-installatin inspectin. Applicatins requiring pre-apprval will be prcessed and PSO will ntify the applicant in writing when the review is cmplete and funds have been reserved. Upn receipt f prgram pre-apprval, participants may purchase and install their energy-efficient equipment. PSO will ntify applicant if an inspectin f the facility is necessary prir t pre-apprval. Any changes in the prpsed equipment, quantities, r perating cnditins must be apprved by PSO prir t implementatin. Step 4 Upn prject cmpletin, please review yur pre-apprved applicatin and nte any changes t the prject that ccurred during installatin. Submit the pre-apprval letter, with the authrized custmer signature, and prf f purchase fr rebate payment. PSO will ntify applicant if an inspectin f the facility is necessary prir t final payment prcessing. Page 1 f 6 HVAC VFDs Applicatin

2 . I. CUSTOMER INFORMATION Applicatin Date Expected Cmpletin Date Cmpany Name PSO Electric Accunt # Street Address (f the facility) City State Zip Mailing Address (if different) City State Zip Cntact Persn Telephne N. Fax N. Building Type (select ne) Office Retail Schl University Religius Facility Grcery Ldging Industrial Warehuse Health Facility Multifamily Restaurant Other II. PAYMENT INFORMATION Check Payable t: Custmer Service Prvider Custmer Name (please print) Custmer Signature (if payment t Service Prvider) Date III. SERVICE PROVIDER INFORMATION Wh shuld we cntact regarding this applicatin? PSO Custmer Service Prvider Cmpany Name Mailing Address City State Zip Cntact Persn Telephne N. Fax N. Page 2 f 6 HVAC VFDs Applicatin

3 IV. VFD EQUIPMENT ELIGIBILITY AND TECHNICAL REQUIREMENTS General VFD Equipment Requirements It is gd engineering practice t ensure that the applicatin f variable frequency drives (VFDs) within a facility des nt cause excessive facility harmnic distrtin. See IEEE 519 fr further infrmatin. If the cable length between a VFD and cntrlled mtr is greater than 50 feet, additinal mtr winding insulatin n the first few winding r the installatin f an LC filter n the utput f the inverter may be required. The VFD shuld be grunded in accrdance with manufacturer s grunding requirements fr nise as lng as their requirement cmplies with applicable electric cdes. The facility wner may want t cnsider: VFD startup by manufacturer representative, vercurrent trip prtectin, critical frequency lckut. VFD Equipment Eligibility Prescriptive rebates will be prvided fr the installatin f variable frequency drives frm hp fr ONLY the HVAC applicatins listed in Table 1. Fr chilled water and heating pump installatins, at least 75% f pump capacity must be cntrlled by 2-way valves. The fllwing HVAC VFD applicatins are nt eligible t use this applicatin: Frward curve fans with inlet guide vanes; Variable pitch vane-axial fans; Replacement f a failed VFD; VFD used slely fr balancing a cnstant flw; Cntrl f existing 2-speed cling twer fan; 2-speed cntrl f a fan r pump; mitigatin f versized mtr installatin. All VFD applicatins nt eligible t use this applicatin may apply using PSO s Custm prject applicatin. VFDs must be cntrlled by an autmatic signal in respnse t varying air r water flw. Cntrlled mtrs must perate a minimum f 2,000 hurs per year. Published manufacturer s infrmatin must be submitted with this applicatin t demnstrate cmpliance fr each f the fllwing criteria: 15 Millisecnd Minimum Ride-thrugh n the VFD Cntrl at Full Lad and N Inertia Aut Restart Flying Restart (Start int Rtating Mtr, Speed Search) Under Vltage Trip 85% r Less Minimum 3% In Line Reactr r Equivalent (Chke, Islatin Transfrmer) Based n Drive Hrsepwer 95% Minimum Drive Efficiency at Full Lad and Full Speed 0.95 Minimum Displacement Pwer Factr Warranty f at least ne year fr parts Page 3 f 6 HVAC VFDs Applicatin

4 V. VFD MEASURES AND REBATES Table 1: VFD Installatin Type BEF = Building Exhaust Fan MAF = Make-up Air Fan RAF = HVAC Return Air Fan HWP = Heat Water Pump CTF = Cling Twer Fan SAF = HVAC Supply Air Fan CWP = Chilled/Cndenser Water Pump WHP = WS Heat Pump Circ Lp Table 2: VFD Size and Rebate levels Hrsepwer Rebate Hrsepwer Rebate Hrsepwer Rebate Hrsepwer Rebate 2 $ $ $1, $2,750 3 $ $ $1, $3,500 4 $ $ $1,850 Over 100 HP $45/HP 5 $ $ $2,300 Over 200 HP Requires Custm Applicatin Table 3: Cntrlling Parameters DP = Differential Pressure DT = Differential Temperature Other: (Specify) Table 4: Rebate Table Frm Tables 1, 2 and 3 abve fill in using ne rw per VFD Installatin Type (Table 1) VFD & Mtr Hrsepwer (Table 2) Cntrlling Parameter (Table 3) Lcatin/ Designatin Requested Rebate per VFD (Table 2) Ttal Requested Rebate Page 4 f 6 HVAC VFDs Applicatin

5 VI. APPLICATION CHECKLIST Cmpleted applicatin Custmer and payment infrmatin page Must include custmer PSO accunt # Equipment pages: pg. 4, with quantities Manufacturer s specificatin (spec/cut) sheets fr all equipment Circle r highlight required efficiency ratings. Custmer signature in Custmer Acknwledgement sectin. Detailed Invice(s) - At time f prject cmpletin Must include mdel numbers and quantities Please submit cmpleted applicatin via ne f the fllwing methds: Online: businesses@pwerfrwardwithps.cm, USPS: ICF Internatinal, 907 S. Detrit Avenue, Suite 505, Tulsa, OK r Fax: Applicatins will be prcessed in the rder in which they are received. Applicants will be ntified as t their pre-apprval status and/r any pre-inspectin requirements within 10 business days frm submissin. Rebate payment will be prcessed within 8 weeks f final apprval. Applicants will be ntified if pst-installatin inspectins are required prir t final payment. VII. CUSTOMER ACKNOWLEDGMENT OF TERMS & CONDITIONS By signing belw, I hereby certify that all statements made n this applicatin are crrect t the best f my knwledge and that I have read and agree t the Terms & Cnditins the last page f this applicatin. Custmer r Authrized Representative Name (please print) Custmer Signature Date Fr mre infrmatin abut the prgram, visit PwerFrwardWithPSO.cm r call Page 5 f 6 HVAC VFDs Applicatin

6 VIII. TERMS & CONDITIONS Nte: The term cntractr includes service prviders. 1. Eligibility: Rebates are available t PSO nn-residential electric custmers fr the purchase and installatin f qualifying energy-savings measures in the PSO service territry, subject t these Terms and Cnditins (T&Cs). High vlume electric usage Custmers that have elected t pt ut f energy efficiency prgrams, by ntifying PSO in writing using the PSO prvided Opt-Out frm, are nt eligible t participate. PSO reserves the right t deny any applicatin that may result in PSO exceeding its prgram budget. Rebates are limited, ffered n a first-cme/first-served basis, and are subject t prject and Custmer eligibility and funds availability. 2. Prgram Dates: Rebates are available fr energy-savings measures purchased after January 1, 2016, and befre December 31, Authrizatin, Prgram Changes, Suspensin, r Cancellatin: PSO may change the prgram requirements, rebates r T&Cs, including suspending acceptance f applicatins r terminating the prgram, at any time and withut ntice. In the event f a prgram change, preapprved applicatins will be prcessed t cmpletin under the T&Cs in effect at time f pre-apprval. Submissin f a cmpleted applicatin des nt entitle Custmer t prgram participatin. Fr prjects requiring pre-apprval, entitlement t prgram participatin and PSO s bligatin t pay rebates may ccur nly after PSO has granted written authrizatin, which PSO may grant r nt at its sle discretin. 4. Prject Apprval: Pre-apprval is required fr all prescriptive prjects qualifying fr a ttal rebate f mre than $5,000, and fr all custm prjects, regardless f ttal rebate. Sme measures may require preapprval regardless f rebate amunt, as specified in the technical requirements. PSO reserves the right t inspect any prject prir t preapprval. Fr prjects requiring pre-apprval, n prject-related energysavings measures may be rdered r installed prir t the date f PSO s pre-apprval. Vilatin f this prhibitin will disqualify the energysavings measures fr rebates. Prjects must be cmpleted by the date listed n the pre-apprval ntificatin letter (within 180 calendar days fr retrfit prjects and 365 calendar days fr new cnstructin prjects). Applicatins fr prjects nt requiring pre-apprval must be submitted within 60 days f the invice date (fr retrfit prjects) r the certificate f ccupancy (fr new cnstructin prjects). 5. Prf f Purchase: Prir t PSO s verificatin f the energy-savings measure installatin, Custmer must prvide cpies f all invices r ther apprpriate dcumentatin that clearly verifies the csts f purchasing and installing the measure(s), including all material, labr, and equipment discunts. Invices must indicate a verifiable breakut f all measures purchased fr installatin under the prgram applicatin, including mdel numbers and quantity. 6. Prject Verificatin: PSO may cnduct an inspectin f Custmer s facility t verify pre- and pst-installatin cnditins r verify dcumentatin prir t rebate payment at any time after receipt f an applicatin. PSO is nt bligated t pay any rebate until it has perfrmed a satisfactry pst-installatin inspectin. Shuld PSO determine that energy-savings measures were nt installed in accrdance with the apprved applicatin, r if an unapprved measure was installed, r if the installatin was nt cnsistent with generally accepted engineering/cnstructin practices, changes may be required befre payment is issued. PSO s sle bligatin is limited t paying prperly qualified rebates as specified herein. PSO shall nt be liable either t Custmer r t any ther party fr any special, indirect, cnsequential, r incidental damages, regardless f the thery f recvery, caused by r arising frm any activities assciated with this prgram. 7. Custmer Tax Obligatin: Custmer r Custmer s designated cntractr is respnsible fr declaring and paying any and all applicable federal, state, and lcal taxes that may be wed n any rebate payment. PSO shall nt be liable fr any federal, state, and lcal taxes that may be wed n r as a result f any rebate payment. 8. Cmpliance: Custmer is respnsible fr btaining any and all necessary licenses and permits related t the installatin f energysavings measures. Custmer als agrees t cmply with all federal, state, and lcal laws, cdes, and regulatins related t the installatin and dispsal f all equipment. 9. Remval f Equipment: Custmer agrees t remve and dispse f the equipment being replaced by the energy-savings measures in accrdance with all legal requirements. Custmer agrees nt t reinstall any f this equipment in the PSO service territry r transfer it t any ther party fr such installatin. 10. Replacement f Failed Equipment: Custmers wh install energysavings measures are expected t replace any f the measures that fail with similar r superir energy savings equipment at Custmer s expense. 11. Evaluatin Fllw-up Visits: With advance ntice, PSO reserves the right t make r t have its cntractr(s) make fllw-up visits t Custmer facilities during the 36 mnths fllwing cmpletin f the prject t prvide PSO with an pprtunity t review the peratin f the energy-savings measures fr prgram evaluatin purpses. Custmer agrees t cperate with this effrt. 12. Cntractr Selectin: Custmer may select any Oklahma licensed cntractr t perfrm the wrk cntemplated by the applicatin, even after the applicatin is pre-apprved by PSO. Hwever, PSO reserves the right, in its sle discretin, t prhibit specific cntractrs frm prgram participatin. 13. N Warranties: PSO des nt endrse, guarantee, r warrant any particular manufacturer r prduct and PSO prvides n warranties, express r implied, fr any prducts r services, and herein specifically disclaims any such guarantees r warranties. PSO is nt liable r respnsible fr any act r missin f any cntractr hired by Custmer. Custmer s reliance n warranties is limited t any warranties that may arise frm, r be prvided by cntractrs, vendrs, etc. Custmer acknwledges that neither PSO nr any f its cnsultants are respnsible fr ensuring that the design, engineering, and cnstructin f the facility r installatin f the energy-savings measures are prper r cmply with any particular laws (including patent laws), cdes, regulatins, r industry standards. PSO makes n representatins f any kind regarding the results t be achieved by the measures r the adequacy r safety f such measures. 14. Limitatin f Liability: PSO s sle bligatin is limited t paying the prperly qualified rebates specified herein. PSO shall nt be liable t Custmer r any ther party fr any special, indirect, cnsequential, r incidental damages, regardless f the thery f recvery, caused by r arising frm any activities assciated with this prgram. 15. Obligatins between the Parties: Custmer acknwledges that any cntractr selected by Custmer is nt an agent, cntractr, r subcntractr f PSO and is an independent cntractr engaged by Custmer, and that PSO des nt manage r cntrl the cntractr s perfrmance. PSO shall have n bligatin t maintain, remve, r perfrm any wrk whatsever n the energy-savings measures installed. PSO shall have n liability fr a cntractr s failure t perfrm, fr failure f the energy savings measures t functin, fr any damage t Custmer s premises caused by the cntractr, r fr any and all damages t prperty r injuries t persns caused by r assciated with the energy savings measures. 16. AEP/PSO/Prgram Lg: Custmers r market prviders may nt use the AEP, PSO, r Prgram lg in any marketing, advertising, r prmtinal materials withut PSO s prir written permissin. 17. Miscellaneus: These T&Cs and this applicatin, f which these T&Cs are an integral part, cnstitute the entire agreement between the parties and supersede all ther cmmunicatins, representatins, and understandings. Page 6 f 6 HVAC VFDs Applicatin

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