PAY FOR PERFORMANCE PROGRAM GUIDELINES v3.0 New Construction Addendum #1 09/24/2014

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1 PAY FOR PERFORMANCE PROGRAM GUIDELINES v3.0 New Construction Addendum #1 09/24/2014 Section 2.3 Eligibility Requirements (2-2) Existing language: Participants must pay a monthly Societal Benefits Charge, which can be found as a line item on their utility bills. For buildings which will use fuels other than those provided by the utilities listed above (e.g., fuel oil), the 15% minimum performance requirement will apply to total energy cost and at least 50% of the reductions must come from electricity and/or natural gas that is provided by regulated NJ utilities. Revised language: Participants must pay a monthly Societal Benefits Charge, which can be found as a line item on their utility bills. For buildings which will use fuels other than those provided by the utilities listed above (e.g., fuel oil), the 15% minimum performance requirement will apply to total energy cost and at least 50% of the reductions must come from electricity and/or natural gas that is provided by regulated NJ utilities. If 50% of the energy cost savings does not meet this criteria, then the project must save a minimum of 100,000 kwh or 2,000 Therms from investor-owned utility accounts. Section 2.3 Eligibility Requirements (2-3) Existing language: Location in a SmartGrowth 1 Area New construction projects will only be eligible for incentives if they are located in areas designated for growth in the New Jersey State Plan. However, the following exceptions do apply Revised language: REMOVED all references to SmartGrowth. No longer a pre-requisite in the program. Section 2.4 Incentive Structure (2-4) Existing language: Incentive #1: This incentive is used to offset the cost of services associated with the development of the Proposed Energy Reduction Plan and design fees. and is contingent upon moving forward with construction. Revised language: Incentive #1: This incentive is used to offset the cost of services associated with the development of the Proposed Energy Reduction Plan and design fees. and is contingent upon moving forward with construction. Failure to complete the installation of the measures in the ERP may result in the repayment of Incentive #1. In the event the project is cancelled and Incentive #1 is not returned, the project may reapply to the program in the future but another Incentive #1 will not be paid.

2 Section 2.5 Incentive Caps (2-4) Existing language: 1. Project Cap- Total of Incentives #2 and #3 is capped at 75% of total incremental project cost over baseline. Total project cost includes materials, labor, design fees, construction management fees, and Partner fees. Revised language: 1. Project Cap- Total of Incentives #2 and #3 is capped at 75% of total incremental project cost over baseline. Total project cost includes materials, labor, design fees, construction management fees, and Partner fees and will be considered as the lesser of the Proposed design and As-built cost for final incentive calculation. Section 2.6 Submission Guidelines and Timelines (2-5) Existing language: Incentive #1 submittal documents, including the Proposed ERP should be submitted within six (6) months of Application approval AND if the scope of work changes, such that the energy savings are significantly affected. No measures may be implemented until the Proposed ERP is approved, the incentives are committed, and ERP Approval letter is issued. Make sure the most recent versions of tools and templates are used. Revised language: Incentive #1 submittal documents, including the Proposed ERP should be submitted within six (6) months of Application approval AND if the scope of work changes, such that the energy savings are significantly affected. Pre-inspections, as outlined in the current policy, will no longer be performed. Projects may complete construction on their own timeline with the understanding that any measures installed prior to approval of the Proposed ERP are done so at the project s risk. In the event that the equipment selected does not qualify for an incentive, it will be removed from the Proposed ERP and no incentives will be paid for that equipment. To avoid "old" projects entering the program (i.e. buildings completed prior to applying for the program), invoices for qualifying measures cannot predate the initial application receipt date by more than 6 months. This will be verified through (a) proposed timeline outlined in the initial application and (b) dates on invoices collected at construction completion. Make sure the most recent versions of tools and templates are used. Additional language: Further, each Appendix of the Proposed/As-Built ERP shall be submitted as a single file and labeled appropriately. For example, <Project Name> Appendix E Cx Authority Proof of Experience.pdf and <Project Name> - Appendix F Cx Plan.pdf shall be submitted as separate files. Other ancillary documents shall be submitted in a similar format (e.g. exceptional calculation methods for energy efficiency measures that are not modeled using software).

3 Section 2-6, Table 2-2 P4P Program Submission Guidelines and File Naming Conventions (2-8) Existing language: Incentive #2 Submittals: o As-Built Energy Reduction Plan o As-Built Energy Reduction Plan Tables o Modeling Software files o Invoices o Request for Incentive #2 Revised language: Incentive #2 Submittals: o As-Built Energy Reduction Plan o As-Built Energy Reduction Plan Tables o Modeling Software files o Invoices (see section 5.2.2) o Applicant Gas and Electric Utility Bill, Customer name and address must match customer information listed on Initial Application. o Request for Incentive #2 Section 2.7 Miscellaneous (2-8) Existing language: For questions regarding Tax Clearance Applications, please contact NJ Division of Taxation at Revised language: For questions regarding Tax Clearance Applications, please contact NJ Division of Taxation at Section 3.2 Rules and Requirements (3-2) Existing language: b. The 15% minimum is based on reducing the total energy cost for the facility. For all projects, 50% of the energy cost reduction must come from electric and/or gas utilities which pay into the Societal Benefits Charge. For projects where either the primary heating fuel or electricity is not from one of New Jersey s investor owned utilities, Program Incentives (1, 2, and 3) will be reduced by 50%. Revised language: b. The 15% minimum is based on reducing the total energy cost for the facility. For all projects, 50% of the energy cost reduction must come from electric and/or gas utilities which pay into the Societal Benefits Charge. If 50% of the energy cost savings does not meet this criteria, then the project must save a minimum of 100,000 kwh or 2,000 Therms from investor-owned utility accounts.

4 Section Model File Submittal (4-13) Existing language: The following modeling files and reports shall be submitted along with the Proposed Energy Reduction Plan. Reports should be in data PDF format. Additional files and reports may be requested by Market Manager Additional language: Model simulation output reports shall be provided as separate files rather than part of the ERP word/.pdf document. Further, one file shall be submitted for the baseline simulation, and one file shall be submitted for each energy efficiency measure. The files shall minimally include the reports listed in Table 4-1 and submitted in the following formats: o equest users shall submit files using *.sim formats. o DOE-2 users shall submit files using *.pdf or *.doc formats. o TRACE users and other approved software package users shall submit files in *.pdf format. Section Invoices (5-1) Existing language: In addition to the As-Built ERP and model, the Partner must also submit invoices/purchase orders/etc. for the installed energy efficiency measures in order for the Market Manager to verify project costs. Invoices for all measures should include a description of the equipment installed, quantity, and unit price (e.g. material price per fixture, motor, etc.). Material and labor should be indicated separately. Revised language: In addition to the As-Built ERP and model, the Partner must also submit invoices/purchase orders/etc. for the installed energy efficiency measures and partner fees in order for the Market Manager to verify project costs. Invoices for all measures should include a description of the equipment installed, quantity, and unit price (e.g. material price per fixture, motor, etc.). Material and labor should be indicated separately where possible. Additionally: o The file containing invoices shall be clearly organized and delineated by measure. o The cost(s) listed on the invoice shall correspond to the As-Built cost used to calculate incremental cost in Table-8 of the ERP Tables. o The As-Built costs used to calculate incremental cost shall exclude sales tax. o Baseline costs should not change between the Proposed design and As-built submissions. If they do, these changes must be identified in the ERP remarks document and submitted to the Market Manager for approval.

5 Section Inspections (5-1) Existing language: Market Manager will visit a project site to verify that the information provided in the As-Built ERP and/or invoices is accurate with regard to project equipment, site conditions, and monitoring configurations. These inspections may occur at any time after project installation. Should the Market Manager decide to inspect a site, the Market Manager, or its Technical Consultant, may or may not contact the Partner to schedule the inspection. In other words, an inspection may occur without advance notice given to the Partner. If the conditions are found to be different from those represented in the Proposed and/or As-Built ERP, the Market Manager may refuse any further incentive payments. Revised language: Market Manager will visit a project site to verify that the information provided in the As-Built ERP and/or invoices is accurate with regard to project equipment, site conditions, and monitoring configurations. To facilitate As-built inspections, a supplemental lighting spreadsheet that details the spaces of the building, fixture type, model number, manufacturer, fixture wattage, quantity of fixtures, details of lamps/ballasts, and proposed LPD must be submitted. These inspections may occur at any time after project installation. Should the Market Manager decide to inspect a site, the Market Manager, or its Technical Consultant, may or may not contact the Partner to schedule the inspection. In other words, an inspection may occur without advance notice given to the Partner. If the conditions are found to be different from those represented in the Proposed and/or As-Built ERP, the Market Manager may refuse any further incentive payments. Appendix A, NJCEP Measure Lives (A-3) Existing language: Attic Insulation- ESH, 17 YEARS Revised language: Attic Insulation- ESH, 30 YEARS