PECO Smart Ideas for Your Business

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1 Follow This Easy Process: Step 1: Verify your Eligibility Applicant must verify that they are a business customer of PECO (commercial, industrial, governmental, institutional, and non-profit). Multifamily applicants may also apply. Detailed information is posted on Project must be a new facility improvement that results in an improvement in electric energy efficiency (kwh) and/or a permanent reduction in electric energy usage. All equipment must be installed in facilities served by PECO, with a valid PECO account number on an eligible PECO non-residential rate. Refer to Application Manual found at for technical specifications for all measures to check eligibility of equipment for incentives. Step 2: Submit Pre-approval Application to Reserve Funds A pre-approval application must be submitted before you purchase equipment or technology for which the incentive is being requested. Applications can be submitted via online, , mail, or fax. PECO Smart Ideas for Your Business Version # 1.3 Commercial & Industrial Program Application Program is offered from June 1, 2016 to May 31, 2021, or until funds are exhausted values and measures may be modified or terminated at any time without prior notice. pecosmartideas@dnvgl.com Mail PECO Smart Ideas for Your Business 4377 County Line Road Chalfont, PA Fax funds will be reserved when your pre approval application is approved. Complete the Worksheet form for each of the measures that you are installing. Lighting projects require a lighting worksheet and inventory to be completed in addition to the application form, available at. For some projects, a pre-installation inspection will be required. Most projects require documentation of the equipment being replaced. funds are reserved for 90 days. Contact the PECO Smart Ideas team for specific questions regarding funding reservations and extensions. Step 3: Install Equipment or Perform Project Work The equipment installed must meet or exceed the specifications and requirements found in measures tables and detailed in the Application Manual. Equipment must be installed within the program period. Step 4: Submit Final Application Submit a final application within 90 days of project completion but no later than May 15, The final application is the same form as the pre-approval application. Include the following documentation with your final application: customer/contractor information, a signed final application agreement, itemized invoices, specifications, and an updated scope of work. The program team will review your final application. For some projects, a final inspection will be part of the final review. The program team will send incentive checks four to six weeks after your final application is approved. If you are viewing this document in Microsoft Excel, please note that each section of the application is accessible through the tabs at the bottom of the Excel Window If you need assistance, please contact our program hotline Please visit our website Version # 1.3 Page 1

2 INCENTIVE APPLICATION CHECKLIST Please submit a copy of this page with your application. PRE-APPROVAL APPLICATION Required Attachments FINAL APPLICATION Required Attachments Registration Number on Application (if applicable) Documentation of existing equipment Lighting Worksheet(s) (if applicable) Equipment Specifications / Cut Sheets Copy of Current PECO Bill Customer Signature on Customer Acknowledgement Worksheet (s) Form W-9: Request for Taxpayer Identification Number and Certification. Application Date: Expected Start Date: Expected Completion Date*: *Project funds will only be reserved for 90 days from date of Reservation. Signed Final Agreement Documentation of existing equipment Worksheet(s) Itemized Invoices Equipment Specifications / Cut Sheets Updated scope if project changed Lighting Worksheet (if changes required) Application Date: Actual Start Date: Final Completion Date: Incomplete applications will be rejected and will delay processing and incentive payment. PECO Smart Ideas for Your Business 4377 County Line Road Chalfont, PA Phone: Fax: pecosmartideas@dnvgl.com Page 2

3 TERMS AND CONDITIONS PECO Energy Company (PECO) is offering prescriptive and custom incentives under the PECO Smart Ideas for Your Business to facilitate the implementation of cost-effective energy efficiency measures for commercial and industrial customers. Any and all energy savings or environmental credits generated by the project described in this application will be retained by PECO. Funds are limited and subject to availability. The program may be modified or terminated without prior notice. Program Effective Dates The program is available until May 31, The current cycle year runs from June 1, 2016, through May 31, 2017 ( Program Year Eight ). s are offered until approved funds are exhausted or until May 15, 2021, whichever comes first. All projects must be completed and the final applications received no later than May 15, 2021 to be eligible for incentives Program and Project Eligibility PECO Smart Ideas for Your Business incentives are available for the common energy efficiency measures listed in this Application Manual. Program incentives are available under PECO Smart Ideas for Your Business to non-residential customers within PECO's service territory. These incentives are available to all customers who pay into the Energy Efficiency Charge and receive their electricity over PECO s distribution network, regardless of the retail electric supplier. Most commercial projects involving energy savings are eligible. s are available for both prescriptive and custom measures. Prescriptive measures are energy efficiency measures with pre-determined savings and incentive levels, and are paid on a per unit basis. These measures are available for specific Lighting, HVAC, Refrigeration and Food Service, Variable Speed/Frequency Drives, Compressed Air and Domestic Water Heater measures. Custom measures include energy efficiency measures not listed on the prescriptive application forms. Custom incentives must be approved by PECO in advance, are determined on a case-by-case basis, and are paid per unit of energy (kwh) saved. Examples of projects that are NOT eligible for incentives under this program include on site electricity generation, projects focused primarily on power factor improvement, and renewable energy projects.. Installation must be at the customer s facility and provide 100% of the energy benefits as stated in the application for a period of five years or for the life of the product, whichever is less. PECO has the right to claim a pro-rated amount of any incentive paid if the customer ceases to be a distribution customer of PECO, or removes the equipment or systems at any time during the five-year period or the life of the measure. Payment Limits Prescriptive and custom incentives cannot exceed 100% of the customer s total costs. Contractor labor costs can be considered in the total project cost, while customer internal labor costs cannot. Application Review Process Pre-approval is required for all projects. A pre-approval application must be submitted before you purchase equipment or technology for which the incentive is being requested. Pre-approval is not a guarantee of program acceptance. Completed applications will be reviewed in the order received. The location or business name on the invoice must be the same as the application information. The incentive is reserved for the project when PECO receives a complete pre-approval application and determines that the project meets the program eligibility requirements. Applicants who submit incomplete applications will be notified of deficiencies upon review of the application, and could lose their place in line in the review process until all requested information is received. Applicants are encouraged to call the program hotline if they have any questions about documentation requirements. PECO will review final applications for eligibility and completeness. The final application and all required supporting documentation must be received within 90 days of project completion but no later than May 31, 2021 to be eligible for incentives. Project documentation, including original dated invoices for the purchase and installation of the measures and/or product specification sheets, is required. Page 3

4 TERMS AND CONDITIONS The project invoice must provide sufficient detail to separate the project cost from the cost of other services such as repairs and building code compliance. PECO reserves the right to request additional supporting documentation necessary to ensure measure eligibility and verify that the expected energy savings will occur. Requested information may include, but is not limited to: equipment purchase dates, installation dates, proof that the equipment is operational, manufacturer specifications, warranty information, and proof of customer co-payment. PECO will make every effort to maintain the confidentiality of customer information except that such information must be provided to the PA PUC and its contractor, as well as PECO s contractor for measurement and evaluation. The installed measures are not eligible for incentives from other PA Act 129 Phase 3 Energy Efficiency Programs. Inspections and/or PUC s Statewide Program Evaluation PECO, its agents, measurement and verification contractor, and/or the PUC statewide program evaluator have the right to audit or inspect all projects to verify compliance with the program rules and verify the accuracy of project documentation. This may include pre-installation and/or post-installation inspections, detailed lighting layout descriptions, metering, data collection, interviews, and utility bill data analyses. The customer must allow access to project documents and the facility where the measures were installed for a period of five years after receipt of incentive payment by PECO. Requirements for Custom Project Electricity Savings Calculation The annual electricity savings must be calculated for custom projects using industry accepted engineering algorithms or simulation models. The applicant must estimate the annual electricity usage of both the existing and proposed equipment based on the current operation of the facility. If the existing equipment is at the end of its rated useful life, the applicant must substitute equipment that would meet the applicable federal and local energy codes as the baseline when calculating the annual energy savings. The applicant must be able to clearly describe the method used to calculate the savings. The applicant must provide all assumptions used in the calculations and document the source for these assumptions. Further information on custom measures can be found in the Application Manual, which can be downloaded from The method and assumptions used by the applicant to calculate the annual savings will be reviewed by PECO. PECO has sole and final determination of the annual energy savings to be used in calculating the incentive amount. PECO also reserves the right to require specific measurement and verification activities including monitoring both before and after the retrofit and to base the incentive payment on the results of these activities. PECO may need to conduct inspections both before and after the retrofit projects to verify equipment and operation conditions. Pre-approval application must be submitted while the existing equipment is still in operation in order to allow PECO the opportunity to view the existing equipment. Tax Liability s may be taxable for most taxpayers. If the incentive is more than $600, it will be reported to the IRS and the customer will be provided with an IRS form 1099, unless the customer is exempt. PECO is not responsible for any tax liability that may be imposed on any customer as a result of the payment of program incentives. All customers must supply their Federal Tax Identification number to PECO in order to receive a Program. Please consult with your tax professional for information on the tax treatment of the incentives. No Endorsement PECO does not endorse, support or recommend any particular manufacturer, product or system design in promoting this program and PECO does not guarantee any specific level of energy savings with respect to any product, system design or energy efficiency measure. Page 4

5 TERMS AND CONDITIONS Warranties PECO DOES NOT WARRANT THE PERFORMANCE OF INSTALLED EQUIPMENT, AND/OR SERVICES RENDERED AS PART OF THIS PROGRAM, EITHER EXPRESSLY OR IMPLICITLY. NO WARRANTIES OR REPRESENTATIONS OF ANY KIND, WHETHER STATUTORY, EXPRESSED,OR IMPLIED, INCLUDING, WITHOUT LIMITATIONS, WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE REGARDING EQUIPMENT OR SERVICES PROVIDED BY A MANUFACTURER OR VENDOR. CONTACT YOUR VENDOR/SERVICES PROVIDER FOR DETAILS REGARDING PERFORMANCE AND WARRANTIES. Limitation of Liability By virtue of participating in this program, customers agree to waive any and all claims or damages against PECO, except the receipt of the program incentive, if eligible. Participating Customers agree that PECO s liability, in connection with this program, is limited to paying the program incentive specified. Under no circumstances shall PECO, its representatives, agents or subcontractors, be liable for any lost profits, special, punitive, consequential or incidental damages or for any other damages or claims connected with or resulting from participation in this program. Assignment Customers may assign a portion or all of their program incentive payment to a specified vendor. Customer s Certification Customer certifies that he/she purchased and installed the equipment listed in the application. Customer agrees that all information is true and that he/she has conformed to all of the program and equipment requirements listed in the application. Termination PECO reserves the right to extend, modify (this includes modification of program incentive levels) or terminate this program without prior or further notice. Acknowledgement I have read, understood and am in compliance with all rules and regulations concerning this incentive program. I certify that all information provided is correct to the best of my knowledge, and I give PECO permission to share my records with the Pennsylvania PUC, and agents, representatives and contractors it selects to manage, coordinate or evaluate the program. Additionally, I hereby authorize PECO to have reasonable access to my property to inspect the installation and performance of the equipment and installations that are eligible for incentives under the guidelines of the program. Page 5

6 INCENTIVE APPLICATION Important: Please read the terms and conditions before signing and submitting this application. You must complete all information and provide required additional documentation to avoid processing delays. CUSTOMER INFORMATION Primary Building Type (place an x in one) OFFICE BUILDING INDUSTRIAL/MANUFACTURING RELIGIOUS WORSHIP/CHURCH RETAIL Number of Shifts MULTI-FAMILY (COMMON AREAS) GROCERY WAREHOUSE DAYCARE RESTAURANT STORAGE NURSING HOME LODGING - GUEST ROOMS AUTO RELATED HOSPITAL LODGING - COMMON AREAS DUSK-TO-DAWN/EXTERIOR HEALTH/MEDICAL CLINIC EDUCATION (K-12) PARKING GARAGES PUBLIC ORDER AND SAFETY EDUCATION (COLLEGE/UNIVERSITY) 24/7 FACILITIES OTHER SQUARE FOOTAGE OF BUILDING(S) AFFECTED BY THIS PROJECT Business Type (place an x in one) Project Affected Space Type Tax Status (as entered on W9) COMMERCIAL/INDUSTRIAL AIR CONDITIONED/COOLED SPACE CORPORATION (Inc., PC, Etc.) GOVERNMENT/MUNICIPAL UNCOOLED SPACE TAX EXEMPT SCHOOL FREEZER SPACE INDIVIDUAL NON-PROFIT MEDIUM-TEMPERATURE REFRIGERATED SPACE PARTNERSHIP DATA CENTER HIGH-TEMPERATURE REFRIGERATED SPACE OTHER (may receive 1099) OTHER IF YOU RECEIVED A REGISTRATION NUMBER FOR YOUR PROJECT, PLEASE ENTER THAT BELOW NAME OF PECO ACCOUNT MANAGER (PLEASE REFER TO PECO BILL) NAME OF APPLICANT'S BUSINESS PROJECT NAME (IF APPLICABLE) NAME AS IT APPEARS ON PECO BILL PECO ACCT NUMBER* APPLICANT FEDERAL TAXPAYER ID NUMBER MAILING ADDRESS CITY STATE ZIP INSTALLATION ADDRESS CITY STATE ZIP CUSTOMER ACKNOWLEDGEMENT I have read, understood and am in compliance with all rules and regulations concerning this incentive program. I certify that all information provided is correct to the best of my knowledge, and I give PECO permission to share my records with the Pennsylvania PUC, and agents, representatives and contractors it selects to manage, coordinate or evaluate the program. Additionally, I hereby authorize PECO to have reasonable access to my property to inspect the installation and performance of the equipment and installations that are eligible for incentives under the guidelines of the program. CUSTOMER SIGNATURE (PECO CUSTOMER) PRINT NAME TOTAL INCENTIVE REQUESTED** DATE CUSTOMER CONTACTS Please provide all contacts we may need to process for this project. The business contact should be the project decision maker. BUSINESS CONTACT NAME OF CONTACT PERSON TITLE CONTACT PHONE NUMBER EXTENSION CONTACT FAX NUMBER CONTACT ADDRESS TECHNICAL CONTACT NAME OF CONTACT PERSON TITLE CONTACT PHONE NUMBER EXTENSION CONTACT FAX NUMBER CONTACT ADDRESS ADMINISTRATIVE CONTACT NAME OF CONTACT PERSON TITLE CONTACT PHONE NUMBER EXTENSION CONTACT FAX NUMBER CONTACT ADDRESS SITE CONTACT NAME OF CONTACT PERSON TITLE CONTACT PHONE NUMBER EXTENSION CONTACT FAX NUMBER CONTACT ADDRESS NAME OF CONTRACTING COMPANY CONTRACTOR INFORMATION NAME OF CONTACT PERSON TITLE OF CONTACT PERSON CONTACT PHONE NUMBER EXTENSION CONTACT FAX NUMBER CONTACT ADDRESS MAILING ADDRESS CITY STATE ZIP * PECO Account Number where measure is installed ** cannot exceed 100 percent of the total project cost and must meet all program terms and conditions. Version # 1.3 Page 6

7 FINAL APPLICATION AGREEMENT COMPLETION NOTICE AND FINAL INCENTIVE REQUEST NAME OF APPLICANT'S BUSINESS APPLICATION NUMBER (FROM RESERVATION LETTER) TOTAL INCENTIVES REQUESTED CHECK MAILING ADDRESS CITY STATE ZIP PRINT NAME/TITLE DATE ACTUAL COMPLETION DATE FEDERAL TAXPAYER ID # CUSTOMER SIGNATURE (PECO CUSTOMER) TOTAL PROJECT COST SIGNATURE ABOVE INDICATES CUSTOMER HAS READ AND AGREES TO FINAL CUSTOMER ACKNOWLEDGEMENT BELOW. CUSTOMER SHOULD SIGN AND SUBMIT ONLY AFTER ALL EQUIPMENT HAS BEEN INSTALLED. A CUSTOMER SIGNATURE IS REQUIRED FOR PAYMENT, ELECTRONIC SIGNATURES WILL NOT BE ACCEPTED. SIGNED APPLICATIONS RECEIVED BY FAX OR WILL BE TREATED THE SAME AS ORIGINAL APPLICATIONS RECEIVED BY MAIL. PAYMENT RELEASE AUTHORIZATION (OPTIONAL) Customers may assign program incentive payments to a specified vendor(s). Complete this section ONLY if incentive payment is to be paid to entities other than the PECO account holder listed on the Applicant Information page. A W-9 Form is required for all vendor(s) receiving incentive payment. I am authorizing the payment of the incentive to the third party named below and I understand that I will not be receiving the incentive payment from PECO. I also understand that my release of the payment to a third party does not exempt me from the program requirements outlined in the measure specifications and Terms & Conditions. Authorized by: CUSTOMER SIGNATURE (PECO CUSTOMER) PRINT NAME/TITLE DATE Check should be made payable to: PAYEE 1: COMPANY/INDIVIDUAL NAME INCENTIVE AMOUNT OR % MAILING ADDRESS 1 CITY STATE ZIP CONTACT PHONE NUMBER FEDERAL TAXPAYER ID # OF PAYEE 1 TAX STATUS Corporation (Inc., PC, Etc.), Tax Exempt, Individual, Other (May receive 1099) OPTIONAL: PAYEE 2: COMPANY/INDIVIDUAL NAME INCENTIVE AMOUNT OR % MAILING ADDRESS 2 CITY STATE ZIP CONTACT PHONE NUMBER FEDERAL TAXPAYER ID # OF PAYEE 2 TAX STATUS Corporation (Inc., PC, Etc.), Tax Exempt, Individual, Other (May receive 1099) Page 7

8 FINAL APPLICATION AGREEMENT FINAL CUSTOMER ACKNOWLEDGEMENT As an eligible PECO non-residential customer, I certify that work was completed on this project on or after June 1, The energy efficiency measures are for use in my non-residential facility and not for resale. Project documentation, including product specification sheets, and copies of dated invoices for the purchase and installation of the measures, is attached. I have attached any other documentation requirements as detailed in the Application Manual found at or requested of me by the program team. Final applications and all documentation must be received by May 15, 2021, to be considered for the current program period. I understand that the location or business name on the invoice must be consistent with the application information. I agree to verification by the utility or its representatives of both sales transactions and equipment installation. I certify that the information on this application is true and correct, and that the Taxpayer ID Number and tax status is the applicant s. I understand that incentives over $600 will be reported to the IRS unless the applicant submits appropriate exemption documentation. I agree that if: (1) I do not install the related product(s) identified in my application, or (2) I remove the related product(s) identified in my application before a period of five years or the end of the product life, whichever is less, then I shall refund a prorated amount of incentive funds to PECO based on the actual period of time in which the related product(s) were installed and operating (or the full amount if the product was never installed). Any measure that I have installed in my facility must provide 100% of the energy benefits as stated in this application for a period of five years, or for the life of the product, whichever is less. I understand that this is necessary to assure that the project s related energy benefits will be achieved. I understand that the program may be modified or terminated without prior notice. I understand that final applications and all required documentation must be received by the PECO Smart Ideas for Your Business program within 90 days of project completion but no later than May 15, 2021 and that all equipment must be purchased and installed prior to submitting the final application. I understand that this project must involve a facility improvement that results in improved energy efficiency and/or a permanent reduction in energy usage. I also understand that all materials removed, including lamps and PCB ballasts, must be permanently taken out of service and disposed of in accordance with all laws, including local codes and ordinances. I understand it is my responsibility to be aware of any applicable codes or ordinances, and that information about hazardous waste disposal can be found at: I understand that in no case will PECO pay more than 100% of the total costs of the project. I understand that PECO or its representatives have the right to ask for additional information at any time, and that PECO Smart Ideas for Your Business will make the final determination of incentive levels for this project. I understand that my company may be recognized as a program participant in promotional materials; however, project details will not be released to the public without prior consent. If I choose to opt-out of any recognition, I will indicate my choice in a written letter to the PECO Smart Ideas for Your Business team at 4377 County Line Road, Chalfont, PA 18914, or via to pecosmartideas@dnvgl.com. I understand that PECO does not guarantee the energy savings and does not make any warranties associated with the measures eligible for incentives under this program, and further, that PECO has no obligations regarding and does not endorse or guarantee any claims, promises, work, or equipment made, performed, or furnished by any contractors or equipment vendors that sell or install any energy efficiency measures. I understand that in the event the application was pre-approved and funds were reserved based upon the application, such preapproval or reservation, including the specific dollar amount of reservation, did not represent a guarantee that such funds will be paid. Payment of incentives is based upon the final application and program terms and conditions, as well as the availability of funds. I have read and accept the PECO Smart Ideas for Your Business Terms and Conditions as they appear in this application. Page 8

9 RETROFIT INTERIOR LIGHTING TABLE To apply for retrofit lighting measures, please fill out a Lighting Worksheet, available at: Measure Code CFL Lighting CFL1 Measure Name ENERGY STAR Hard-Wired CFL fixture: Indoor (Accent/Track, Ceiling Mount, Omni-Directional Wall/Ceiling Mount) Minimum Watts Reduced Unit Technical Specifications 20 $2.50 lamp CFL2 CFL3 ENERGY STAR Hard-Wired CFL fixture: Indoor Portable Lamp/Torchiere, Indoor Recessed Downlight - incl retrofit modules, under cabinet strip ENERGY STAR Hard-Wired CFL fixture: Outdoor Omni or Uni-Directional Wall/Ceiling/Ground/Pole Mount, Recessed Downlights - including retrofit modules Fluorescent Lighting Interior T5 New Fluorescent Fixture w/ Electronic FL1 Ballast 20 $1.00 lamp 30 $2.00 lamp 11 $5.00 fixture Any T5 is eligible FL2 T5HO High-Bay Fixture 54 $10.00 fixture FL3 HPT8 High-Bay Fixture 82 $5.00 fixture Only complete new fixtures or modular hardwired retrofits with hardwired electronic ballasts qualify. CFL ballast must be programmed start or programmed rapid start with a power factor (PF) 0.90 and a total harmonic distortion (THD) 20%. Screw-in CFLs are not eligible for this incentive. Fixture efficiency must be > 90% High bay fixtures must be installed at least 15ft above finished floor; Must use High Ballast Factor (>.96) Fixture efficiency must be >= 85% High bay fixtures must be installed at least 15ft above finished floor; FL4 HPT8 Fixture 20 $5.00 fixture Must use Low Ballast Factor (<.80) FL5 RW T8 Lamp - Lamp only 10 $2.50 lamp HID Measures Existing T8 fixture re-ballasting to a higher ballast factor are not eligible. HID1 Ceramic HID Watt 95 $13.00 fixture HID2 Ceramic HID - 70 Watt 155 $13.00 fixture

10 HID3 Ceramic HID Watt 170 $10.00 fixture Replacing higher wattage HID or High Pressure Sodium or Mercury Vapor HID4 Pulse Start HID nominal Watts 72 $10.00 fixture HID5 Pulse Start HID nominal Watts 100 $13.00 fixture HID6 Pulse Start HID nominal Watts 400 $15.00 fixture Interior LED Fixtures LED1 ENERGY STAR Integral LED fixture: Indoor Recessed Downlight Retrofit Module 38 $7.00 fixture Retrofit module of existing recessed fixture. LED2 ENERGY STAR Integral LED fixture: Indoor Recessed Downlight 38 $7.00 fixture LED3 ENERGY STAR Integral LED fixture: Indoor Portable 30 $7.00 fixture Lamp/Torchiere New indoor recessed downlight fixture LED4 LED Accent/Track Lighting Fixtures 32 $6.00 head LED5 LED Low-Bay Fixtures 150 $20.00 fixture LED6 LED Low-Bay Retrofit Kits 150 $20.00 fixture LED8 LED Troffer Fixtures and Retrofit Kits 5 $10.00 fixture LED9 LED Surface and Suspended Linear Fixtures 25 $10.00 fixture Interior LED High Bay Fixtures LED10 LED High-Bay Fixtures 150 $30.00 fixture LED11 LED High-Bay Retrofit Kits 150 $30.00 fixture LED Parking Garage and Canopy Fixtures LED12 LED Parking Garage and Canopy Fixtures and Retrofit Kits, Outdoor <= 5,000 LED lumens 50 $15.00 fixture For replacement of HID fixtures mounted 15' above finished floor Troffers typically installed in lay-in ceilings, 2x4 configuration Examples of LED surface-mounted luminaires include: wrap, vaportight, and strip fixtures (non-cooler). High bay fixtures must be installed at least 15ft above finished floor; Fixtures must be physically installed in a parking garage (area where vehicles are physically parked) or fuel pump canopy. Typically represents replacement of 175 W Metal Halide or equivalent. LED13 LED Parking Garage and Canopy Fixtures and Retrofit Kits, Outdoor 5,001-10,000 LED lumens 70 $30.00 fixture Typically represents replacement of Metal Halide or equivalent greater than 175W and less than 400W. Product must be installed in a parking garage (area where vehicles are physically parked) or fuel pump canopy

11 LED14 LED Screw-in Lamps ESLED1 ESLED2 ESLED3 LED Parking Garage and Canopy Fixtures and Retrofit Kits, Outdoor > 10,000 LED lumens ENERGY STAR Screw-in LED Bulb (Decorative: Globe) ENERGY STAR Screw-in LED Bulb (Decorative: nonglobe ENERGY STAR Screw-in LED Bulb (Directional/Reflector) 150 $50.00 fixture Typically represents replacement of 400 W Metal Halide or equivalent. Product must be physically installed in a parking garage (area where vehicles are physically parked) or fuel pump canopy. 14 $5.00 lamp Lamp with globe shape such as type G 14 $5.00 lamp 14 $5.00 lamp ANSI standard PAR lamps ESLED4 ENERGY STAR Screw-in LED Bulb (Standard) 14 $5.00 lamp Lamp such as A series ESLED5 ENERGY STAR Screw-in LED Bulb (Standard: 3- Way) LED Screw-in Lamps- Smart Bulbs ESLED6 ENERGY STAR Screw-in LED Bulb (Decorative: Globe; Smart Bulb) ESLED7 ENERGY STAR Screw-in LED Bulb (Decorative: nonglobe; Smart Bulb) ESLED8 ENERGY STAR Screw-in LED Bulb (Directional/Reflector; Smart Bulb) ESLED9 LED Tubes (replacing fluorescent) ENERGY STAR Screw-in LED Bulb (Standard: Smart Bulb) Lamps with non-globe or candle-like shape such as type B, C, CA, F 14 $5.00 lamp Lamp such as A series with three light levels 14 $5.00 lamp Lamp with globe shape such as type G 14 $5.00 lamp 14 $5.00 lamp ANSI standard PAR lamps 14 $5.00 lamp Lamp such as A series TLED1 LED Replacement Lamps (Tubes), 2' 20 $2.50 lamp TLED2 LED Replacement Lamps (Tubes), 4' 20 $4.00 lamp LED Exterior Lighting ELED1 ENERGY STAR Integral LED fixture: Outdoor Recessed Downlight Retrofit Module 24 $10 module ELED2 ENERGY STAR Integral LED fixture: Outdoor Recessed Downlight 24 $10 fixture ELED3 LED Outdoor Flood Light Fixtures <= 5,000 LED lumens 50 $10.00 fixture ELED4 ELED5 LED Outdoor Flood Light Fixtures > 5,000 LED lumens LED Pole/Arm Mounted Parking and Roadway Fixtures and Retrofit Kits, <= 5,000 LED lumens 70 $15.00 fixture 50 $15.00 fixture Lamps with non-globe or candle-like shape such as type B, C, CA, F Refer to Lighting Technical Specifications for requirements ENERGY STAR or DLC Qualified fixtures Typically represents replacement of 175 W Metal Halide or equivalent. Fixtures must be DLC qualified. Typically represents replacement of Metal Halide or equivalent greater than 175W. Fixtures must be DLC qualified. Typically represents replacement of 175 W Metal Halide or equivalent. Product must be DLC qualified.

12 ELED6 ELED7 ELED8 ELED9 Other LED Lighting LED Pole/Arm Mounted Parking and Roadway Fixtures and Retrofit Kits, Outdoor > 10,000 LED lumens LED Pole/Arm Mounted Parking and Roadway Fixtures and Retrofit Kits, Outdoor 5,001-10,000 LED lumens LED Wall Mount Fixtures and Retrofit Kits, Outdoor <= 5,000 LED lumens LED Wall Mount Fixtures and Retrofit Kits, Outdoor > 5,000 LED lumens 150 $30.00 fixture 70 $50.00 fixture 50 $15.00 fixture 70 $40.00 fixture Typically represents replacement of Metal Halide or equivalent greater than 175W and less than 400W. Product must be DLC listed. Typically represents replacement of Metal Halide or equivalent greater than 175W and less than 400W. Product must be DLC listed. Typically represents replacement of 175 W Metal Halide or equivalent. Product must be DLC qualified. Typically represents replacement of Metal Halide or equivalent greater than 175W. Product must be DLC qualified. LEDEXIT LED Exit Sign $2 sign Replacing Incandescent or Fluorescent CASE1 LED Refrigeration Case Lighting, Open Case $7 case CASE2 LED Refrigeration Case Lighting, Reach-in Case n/a $50 door CASE3 LED Refrigeration Case Lighting, Freezer Reach-in Case $50 door SIGN1 LED Channel Signage, Indoor or Outdoor $2.50 letter Replacing Neon Lighting Controls DAY Daylighting Sensor Controls - Remote Mounted (Ceiling or Wall) $2.50 sensor OCC Occupancy Controls - Interior Occupancy Sensor $ sq ft n/a STW DAYOCC Occupancy Controls - Stairwell Bi-Level Lighting Controls Fixture Mounted Controls Combination - Daylighting and Occupancy Fixture Mounted $ sq ft Retrofitting an existing T12 or high output T8 with an approved LED Minimum of 150 watts controlled Controls can be on/off, stepped or continuous (dimming). Daylight sensor controls are required to be commissioned in order to ensure proper sensor calibration and energy savings. Passive infrared, ultrasonic detectors and fixtureintegrated sensors or sensors with a combination sensor are eligible Installed on self-contained occupancy-based luminaires in stairwells. Eligible fixtures contain on-board, factory-installed occupancy controls and are designed for stairwells and other seldom-occupied spaces. $10.00 sensor Minimum of 30 watts controlled

13 NEW CONSTRUCTION INTERIOR LIGHTING INFORMATION DIRECTIONS: s are offered only for controls that are not required by ASHRAE construction project, please contact program staff to discuss eligibility. If you would like to apply for lighting controls on a new s are available for interior lighting where the lighting power density is lower than the code-minimum power by at least 5%. To receive incentives for lighting, please complete the program lighting worksheet. The "Space-by-Space" or "Building Area" method can used to calculate the LPD for the purposes of the incentive. A U.S. Department of Energy COMcheck worksheet must be submitted as back-up documentation. Please fill out the Lighting Worksheet to determine incentive amount. The incentive is based on the difference between the ASHRAE allowed wattage and the installed wattage and paid on a $/sq ft basis. Lighting plans (showing layout, quantities, and fixture types), lighting equipment schedule, architectural floor plans, Lighting Worksheet, and a COMcheck report for interior lighting MUST be attached. Lighting Watts/sq. ft. % Improvement over of Code >= 10% and < 20% $.035/sq. ft. >= 20% and < 30% $.07/sq. ft. >= 30% and < 40% $.105/sq. ft. >= 40% $.21/ sq. ft. Click here for a link to COMcheck software. Click here for a link to program Lighting Worksheet LIGHTING PLANS, SCHEDULES, LIGHTING WORKSHEET, AND COMCHECK REPORT OR EQUIVALENT MUST BE ATTACHED Page 13

14 HVAC Measure Code Retrofit * (per cooling ton) New Construction (per cooling Air-Source Air Conditioners H01 < 5.5 tons (< 65,000 Btu/h) 15 SEER N/A $25 $18 H and < tons 12.5 IEER ( 65,000 Btu/h and < 135,000 Btu/h) N/A $25 $18 H and < 20 tons ( 135,000 Btu/h and < 240,000 Btu/h) 12.3 IEER N/A $25 $18 H04 20 and < tons ( 240,000 Btu/h and < 760,000 Btu/h) 11.1 IEER N/A $25 $18 H tons ( 760,000 Btu/h) 10.3 IEER N/A $25 $18 Air-Source Heat Pumps H06 < 5.41 tons 14.3 SEER 8.7 HSPF $35 $25 H tons and < tons 12.3 IEER 3.3 COP $35 $25 H tons and < tons 11.7 IEER 3.2 COP $35 $25 H tons 10.5 IEER 3.2 COP $35 $25 Packaged Terminal Systems (Replacements) H Btu/hr 11.8 EER N/A $20 $14 H11 8,000-10,500 Btu/hr 11.4 EER N/A $20 $14 H12 >10,500 Btu/hr 10.7 EER N/A $20 $14 Ductless Mini-Split Heat Pump HVAC INCENTIVES WORKSHEET Cooling Qualifying Efficiency Heating Qualifying Efficiency H13 < 5.4 tons 14.5 SEER/12.0 EER 9.0 HSPF $35 $25.00 Ground Source Heat Pump Equipment Type and Capacity <135,000 Btu/h H14 77 F entering water temp (cooling mode) 13.4 EER 3.1 COP $35 $ F entering water temp (heating mode) Water Source Heat Pump <17,000 Btu/h H15 86 F entering water temp (cooling mode) 11.2 EER 4.2 COP $35 $ F entering water temp (heating mode) 17,000-13,499 Btu/h H16 86 F entering water temp (cooling mode) 12.0 EER 4.2 COP $35 $ F entering water temp (heating mode) Groundwater Source Heat Pump <135,000 Btu/h H17 59 F entering water temp (cooling mode) 16.2 EER 3.6 COP $35 $ F entering water temp (heating mode) HVAC Measure Code Retrofit or New Construction Make and Model Quantity (A) Cooling Capacity (Tons) (B) Cooling Efficiency (fill as necessary) Heating Efficiency (fill as necessary) Heating Capacity EER IEER SEER (Tons) HSPF COP (A x B x per cooling ton) Total HVAC s: $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 $0.00 Other HVAC Measures Measure Unit Quantity H18 Hotel Guest Room Occupancy Sensor (Electric Resistance Heat & AC) Room $20 HVAC Measure Code per Unit H19 Economizer, Integrated Dual Enthalpy Economizer Controls Ton $15 H20 Circulation Fan: High-Volume Low-Speed, >=16 foot Diameter Unit $30 H21 ECM Circulation Fan Fan $15 Total Other HVAC s: * To apply under Early Replacement/Retrofit, existing unit must be 20 years old. Nameplate data of existing unit must be submitted with application. Page 14

15 REFRIGERATION/FOOD SERVICE INCENTIVES WORKSHEET Ref Measure Code Refrigeration Measures Measure Unit Quantity Retrofit / Unit New Construction / Unit Retrofit or New Construction R01 Anti-Sweat Heater Controls Door $20.00 $14 $0.00 R02 Evaporator Fan Controls Controller $20.00 $14 $0.00 R03 Floating-head pressure controls HP $20.00 $14 $0.00 R04 Automatic Door Closers for Walk-in Coolers Door $50.00 $35 $0.00 R05 Automatic Door Closers for Walk-in Freezers Door $50.00 $35 $0.00 R06 Evaporator Fan EC Motor for Reach-in Cases Motor $20.00 $14 $0.00 R07 Evaporator Fan EC Motor for Walk-in Cases Motor $25.00 N/A N/A $0.00 R08 ENERGY STAR Glass Door Freezer <15 Cu. Ft. Unit $25.00 $18 $0.00 R09 ENERGY STAR Glass Door Freezer Cu. Ft. Unit $50.00 $35 $0.00 R10 ENERGY STAR Glass Door Freezer 50 Cu. Ft. Unit $ $70 $0.00 R11 ENERGY STAR Solid Door Freezer Unit $30.00 $21 $0.00 R12 ENERGY STAR Glass Door Refrigerator 50 cu. Ft. Unit $30.00 N/A N/A $0.00 R13 ENERGY STAR Glass Door Refrigerator > 50 cu. Ft. Unit $50.00 N/A N/A $0.00 R14 ENERGY STAR Solid Door Refrigerator 50 cu. Ft. Unit $30.00 N/A N/A $0.00 R15 Suction Pipe Insulation: Walk-in Coolers Linear Foot $0.75 N/A N/A $0.00 R16 Suction Pipe Insulation: Walk in Freezers Linear Foot $0.25 N/A N/A $0.00 R17 Night Cover Unit $7.50 $5 $0.00 R18 Strip Curtains on Walk-in Cooler Linear Foot $2.50 N/A N/A $0.00 R19 Evaporator Coil Defrost Control Controller $ $105 $0.00 R20 Variable Speed Refrigeration Compressor Compressor $ $70 $0.00 R21 Add Doors to Open Refrigerated Cases Door $55.00 N/A N/A $0.00 R22 Door Gaskets Door $1.50 N/A N/A $0.00 R23 Zero Energy Doors Door $50.00 N/A N/A $0.00 Total Refrigeration s: Food Service & Other Measures / Measure Unit Quantity Unit Food/Other Measure Code F01 Beverage Machine Controls Unit F02 Snack Machine Controls Unit F03 ENERGY STAR Refrigerated Beverage Vending Machines Unit Quantity # of Pans F04 ENERGY STAR Commercial Steam Cooker Unit $ Total Food Service & Other s: $25.00 $20.00 $ Page 15

16 ELECTRIC CHILLERS INCENTIVES WORKSHEET Prescriptive Chillers are only applicable to unitary electric chillers serving a single load at the system or sub-system level. All other chiller applications, including existing multiple chiller configurations (including redundant or stand-by chillers), existing chillers serving multiple load groups, and chillers in industrial applications should apply as a custom measure. Path A Path B Equipment Type and Capacity Qualifying Full Qualifying Qualifying Full Qualifying Air Cooled Chillers C1 < 150 tons EER EER N/A N/A C2 150 tons EER EER N/A N/A Water Cooled Positive Displacement or Reciprocating Chillers C3 < 75 tons kw/ton kw/ton kw/ton kw/ton C4 75 tons and < 150 tons kw/ton kw/ton kw/ton kw/ton C5 150 tons and < 300 tons kw/ton kw/ton kw/ton kw/ton C6 300 tons kw/ton kw/ton kw/ton kw/ton Water Cooled Centrifugal Chillers C7 < 300 tons kw/ton kw/ton kw/ton kw/ton C8 300 tons and < 600 tons kw/ton kw/ton kw/ton kw/ton C9 600 tons kw/ton kw/ton kw/ton kw/ton ($/ton) Retrofit New Construction $25 $18 $20 $14 $20 $14 Proposed Equipment Existing Equipment* (if early replacement/retrofit) Project Type Path Requested Type Unit Size - ARI Net Tons Chiller Size (Net Tons) Full Load IPLV Model Number Efficiency (EER or kw/ton) Age of chiller (Years) Total $ Air Cooled Chiller with Condenser < 150 tons tons 0.00 < 75 tons 0.00 Water Cooled Positive Displacement or Reciprocating Chillers 75 tons and < 150 tons 150 tons and < 300 tons < 300 tons 0.00 Water Cooled Centrifugal Chillers 300 and < 600 tons tons 0.00 * To apply under Early Replacement/Retrofit, existing chiller must be 15 years old. Nameplate data of existing chiller must be submitted with application. Page 16

17 VARIABLE SPEED/FREQUENCY DRIVES INCENTIVES WORKSHEET VFD Measure Code Fan Application Measure Unit per Unit V01 VFD on HVAC Fan HP $25 Pump Application V02 VFD on Chilled Water Pumps HP $25 V03 VFD on Heating Hot Water Pumps HP $25 Only VFDs on unitary systems or eligible. Required Documentation: Variable Speed/Frequency Drives TRM Worksheet* VFD Measure Measure Unit per Unit Code Variable Speed Control for Kitchen Exhaust Hoods V04 Kitchen Exhaust Fan: Retrofit Hood HP $500 Variable Speed Drives for Process or Other Equipment V05 Process Motor < 50 HP HP $50 VFD Measure Code Measure Controlled Motor Size (HP) (A) Quantity (B) Control Type Controlled Motor Efficiency Controlled Motor Speed (RPM) Controlled Motor Type per Unit Calculated A x B x Total VFD s: $0.00 Page 17

18 DATA CENTERS INCENTIVE WORKSHEET Measure Code Equipment Type Units /Unit Quantity D1 Air Cooled Chiller Ton $10 $0 D2 Air Cooled Chiller Without Condenser Ton $10 $0 D3 Computer Room Air Conditioner Ton $7 $0 D4 Computer Room Air Handler Ton $10 $0 D5 Water Cooled Centrifugal Chiller Ton $5 $0 D6 Water Cooled Positive Displacement or Reciprocating Chiller Ton $5 $0 D7 Uninterruptible Power Supply, kva kva $6 $0 D8 Uninterruptible Power Supply, > 100 kva kva $1 $0 D9 Mainframe Refresh kw installed $5 $0 D10 Server Refresh kw installed $4 $0 D11 PC Power Management System PC Controlled $6 $0 D12 HVAC System Optimization kwh saved $0.05 $0 D13 Hot/Cold Aisle Containment kwh saved $0.05 $0 D14 Server Virtualization kw reduction $4 $0 D15 Thin Clients Units $4 $0 Page 18

19 DOMESTIC HOT WATER INCENTIVE WORKSHEET Measure Code Equipment Type Units Quantity W01 Fuel Switch: Electric Water Heater to ENERGY STAR Commercial Gas Water Heater Retrofit or New Construction Retrofit per Unit New Construction per Unit Existing Tank Information Size (Gal) Fossil or Tankless Building Type Requested Unit N/A $100 N/A $0.00 Measure Code Equipment Type Unit Quantity Retrofit or New Construction Retrofit per Unit Sq. Foot of Area Served by Heat Pump Tank Size Type of Space Building Type Requested W02 Heat Pump Water Heater Unit N/A $100 $0.00 Measure Code Equipment Type Unit Quantity Retrofit or New Construction Retrofit per Unit New Construction per Unit Building Type Requested W03 Low-Flow Pre-Rinse Spray Valve Valve $20 $14 $0.00 Total Domestic Hot Water s: Page 19

20 COMPRESSED AIR SYSTEMS INCENTIVE WORKSHEET Measure Code Equipment Type Units Quantity per Unit Requested CA01 No-loss Condensate Drain Drain CA02 Air-Entraining air nozzle Nozzle $25 $5 Measure Code Equipment Type Units Quantity CA03 Storage Tanks for Load/No Load Screw Compressors Total Compressed Air Systems s: Compressor Daily Operating Hours per Unit Compressor HP $10 Requested Page 20

21 CUSTOM INCENTIVES WORKSHEET Please attach supporting documentation as described in the Application Manual. Prior to submitting application, please contact the Smart Ideas program staff. s ($)/kwh $0.05 Energy Conservation Measure (ECM) 1 System Description kwh Savings $/kwh ECM Category*: $0.05 Before Retrofit After Retrofit ECM Cost** Estimated Annual Oper. Hrs Energy Conservation Measure (ECM) 2 System Description kwh Savings $/kwh ECM Category*: $0.05 Before Retrofit After Retrofit ECM Cost** Estimated Annual Oper. Hrs Energy Conservation Measure (ECM) 3 System Description kwh Savings $/kwh ECM Category*: $0.05 Before Retrofit After Retrofit ECM Cost** Estimated Annual Oper. Hrs Energy Conservation Measure (ECM) 4 System Description kwh Savings $/kwh ECM Category*: $0.05 Before Retrofit After Retrofit ECM Cost** Estimated Annual Oper. Hrs Energy Conservation Measure (ECM) 5 System Description ECM Category*: Before Retrofit After Retrofit kwh Savings ECM Cost** $/kwh $0.05 Estimated Annual Oper. Hrs Total Custom ECM s***: Note: Customer acknowledges and agrees that Customer may neither apply for nor receive incentives for the same product, equipment or service from more than one utility unless there are both electric and gas savings. * Energy Conservation Measure (ECM) Category is either Lighting, HVAC, Refrigeration, Motors and Drives, or Other ** ECM Cost is the cost to achieve the energy saving benefits. This does not include other costs associated with the project, if any. *** Total Custom s may not exceed 100% of the ECM Cost. Page 21

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