Thermal Program. Commercial/Multi family updates

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1 California Solar Initiative Thermal Program Commercial/Multi family updates

2 Purpose of this webinar Provide information on the recently launched Commercial/Multi family CSI Thermal Program Supplement workshop for participants that have already attended the CSI Thermal Workshop Will not cover single family residential program information Will not be a substitute for the CSI Thermal Workshop 2

3 CSI THERMAL PROGRAM ELIGIBILITY REQUIREMENTS 3

4 Customer Class Customer Class and Incentive Rate determined by Utility Rate Shdl Schedule Residential Rate = Single family residential Commercial Rate = Commercial/Multi family 4

5 Customer Eligibility Host Customer: The utility customer of record at the location where the SWH system will be located. Natural lgas Water Heating Customers of PG&E, SDG&E, SCG 5 Electric Water Heating Customers of PG&E, SDG&E, SCE *Propane Water Heating Customers are not eligible ibl for a CSI Thermal incentive

6 End Use Eligibility: Multi family/commercial Multi family/commercial applications, SWH applications must directly consume the solarheated potable water, asopposed to using the solar heated water as a medium to carry heat for some other end use. In multi family/commercial applications, DHW and commercial end uses are eligible. Combination Systems: Applicants must provide documentation proving DHW energy savings for combination systems. Incentives will only apply to the DHW portion of the load. 6

7 Technology Eligibility Solar Water Heater Types Open Loop (Direct) Closed Loop (Indirect) Active Passive Active Passive Direct Forced Circulation Thermosiphon Indirect Forced Circulation Thermosiphon Not eligible systems for incentives 3 Integral Storage Collector (ICS) 7

8 Eligible Equipment Solar collectors used in Multi Family residential or Commercial SWH systems must have SRCC OG 100 Collector Certification Components must be new and unused, except for the following components: De scaled ldcopper piping Collector racking (design stamped by Structural Engineer to ensure the existing racks are appropriate for expected wind loading) System installations must conform to manufacturer's specifications and all applicable codes and standards All systems must have freeze and stagnation protection 8 SRCC= SolarRating & Certification Corp ( rating.org)

9 Ineligible Systems (not eligible for incentives) 9 Pools, spas, space heating, space cooling Non OG 100 collectors (e.g. concentrating solar collectors) Systems that use propane as the back up water heater Direct Forced Circulation, Open Loop Thermosiphon systems, Closed Loop Recirculation Systems that t re circulate water in the collector loop Combination systems will only receive an incentive for domestic hot water (DHW) energy savings (must clearly isolate DHW energy savings) End uses that do not directly consume the solar heated water, but rather use the water as a medium to carry heat for some other end use A SWH system that replaces a SWH system which previously received an incentive through the CSI Thermal Program Portable systems or systems that are not permanently installed. A SWH system that received incentives from a utility Energy Efficiency program. (Note: The California Energy Commission s Cash for Appliances Program is not a utility Energy Efficiency Program. Applicants may receive a CSI Thermal incentive and a Cash for Appliances incentive.)

10 Site Definition For multi family/commercial projects, site is defined as: The Host Customer s s premises, consisting of all the real property and apparatus employed in a single enterprise on an integral parcel of land undivided, excepting in the case of industrial, agricultural, oil field, resort enterprises, and public or quasipublic institutions divided by a dedicated street, highway or other public thoroughfare or railway. Automobile parking lots constituting a part of and adjacent to a single enterprise may beseparated byanalleyfromthe alley remainderof the premisesserved. Separate business enterprises or homes on a single parcel of land undivided by a highway, public road, and thoroughfare or railroad would be considered for purposes of CSI Thermal Program as separate sites. Note: The total incentives for multiple systems on one multi family/commercial site cannot exceed the incentive cap per customer class ($500,00 for Natural Gas, $250,000 for Electric). 10

11 Updated: Surface Orientation Factor (SOF) 11 NE = Not Eligible * Please reference the manufacturer instructions for collectors tilted at 0

12 Energy Efficiency Requirements Energy Efficiency Survey/Audit: required for all existing residential and commercial buildings or proof of Title 24 energy efficiency compliance Must have been performed during the past three years Acceptable surveys include online, telephone, or onsite audit provided by the utilities, Program Administrators, or a qualified independent vendor or consultant 12

13 Energy Efficiency Requirements All accessible hot water piping must be insulated with a minimum of R2.6 If there is a recirculation loop, all accessible piping must be insulated with a minimum of R2.6 13

14 Metering Requirements Purposes of Metering 1) Measurement and Evaluation (M&E) Program Selected, or Opt in 2) Customer Performance Metering System owner knowledge of system performance Required for systems >30kWth 3) True up Payment Required for systems>250kwth Metering is encouraged for projects that are not required to have it 14

15 Metering Program Selected M&E Program Allowsfor evaluationsof of program performance and technology over time Small sample (<250kWth) will be selected by PAs to be metered and paid by CSI Thermal Program Customer to be notified after payment of incentive 100% of cost paid for by the CSI Thermal Program If selected, participants must agree to allow third party to install metering on their system 15 Systems s selected ected for M&E Program may also require e CPM monitoring requirements (systems >30kWth)

16 Metering Opt in M&E Program Voluntary program which allows customers with any size system to participate in M&E program CSI Thermal Program will pay an additional $500 to contractor to offset costs One time payment provided upon completion of project and proof thatmetering requirements are met 16

17 Metering Customer Performance Monitoring (CPM) Required for systems >30kWth Paidby system owner Contractor is responsible for maintenance of meter and communication system CPM providers will provide SWH system performance, monitoring, and reporting services to the System Owner The information provided allows the System Owner to maintain and evaluate system performance. 17

18 Metering 70/30 True Up Payment Required on all systems > 250kWth (3850 sq ft of collector area) Paidby system owner Enable PAs to calculate true up payment based on 12 month solar energy savings Customers mayopt opt into M&E program Will receive one time $500 payment if data is provided for additional 4 years 18

19 Metering Equipment Opt In Program Measurement and Evaluation (M&E) Required Equipment Systems with Two or More Tanks: For systems that t have separate solar storage tank(s) and a back up water heater, required equipment consists of a BTU meter, i.e., a flow meter on the cold water supply line, an appropriately located temperature sensor pair, and a calculator. One Tank Systems: For one tank systems in which the storage tank is heated by both thermal solar and an auxiliary heat source, required equipment consists of a BTU meter, i.e., a flow meter on the cold water supply line, an appropriately placed temperature sensor pair, and a meter that measures the gas or electric contribution from the back up water heater or boiler. Equipment Accuracy Standard: Metering equipment must have a maximum permissible ibl error +/ 2% for the flow meter throughout h the meter s specified flow range and +/ 0.25 F for the temperature sensors. Equipment Location: Metering equipment must beinstalled onthepotablewater side of the SWH system. 19

20 Metering Equipment Customer Performance Monitoring (30 kwth<system 250 kwth) Required Equipment: Required equipment consists of a BTU meter, i.e., a flow meter, a temperature sensor pair, and a calculator. Equipment Accuracy Standards: Metering equipment must have a maximum permissible error +/ 2% for the flow meter at full flow and +/ 0.25 F for the temperature sensors. Equipment Location: Metering equipment may be installed either on the collector loop or potable water side of the SWH system. Communication Requirements: For a period of five years from start of operation, System Owner must have the means to determine if the system is operating. At a minimum, the CPM equipment must provide the quantity of solar energy delivered to the System Owner. 20

21 Metering Equipment 70/30 True-Up Payment Customers (> 250 kw th ) Required Equipment Systems with Two or More Tanks: For systems that have separate solar storage tank(s) and a back up water heater, required equipment consists of a BTU meter, i.e., a flow meter on the cold water supply line, an appropriately located temperature sensor pair, and a calculator. One Tank Systems: For one tank systems in which the storage tank is heated by both thermal solar and an auxiliary heat source, required equipment consists of a BTU meter, i.e., a flow meter on the cold water supply line, an appropriately placed temperature sensor pair, and a meter that measures the gas or electric contribution from the back up water heater or boiler. Equipment Accuracy Standard: Equipment installed must have a maximum permissible error +/ 1% for the flow meter throughout the meter s specified flow range and +/ 0.25 F for the temperature sensors. Equipment Location:Metering equipment must be installed on the potable water side of the SWH system. 21

22 Metering Communication Requirements Requires a Program Performance Data (PPD) provider for 70/30 True up up and all Opt in M&E Metering PPD provider is a service provider that monitors and reports energy delivery data from SWH systems to PA PPD provider must be approved by PAs Dataprivacy requires system owner to provide written consent to share data with third parties other than system owner and PAs All monitoring i equipment must have remote communication capability Application found in Handbook and GoSolarCa website 22

23 Metering Communication Requirements Data Reporting Requirements PPD provider must monitor, trend, archive and report fields as required in Handbook Table 10 PPD provider must electronically submit performance data reports for each project through Data must be recorded no less frequently than once every 15 minutes Data must remotely be acquired and process no less than once per day PPD providers must retain data for five years from data collection end date 23

24 PPD Requirements Data Field 1-Tank System 2-Tank System Date Required Required Time Required Required Cumulative gallons of hot water consumed If Available If Available Solar BTUs delivered (2-tank system) N/A Required Total BTUs delivered (1-tank system) Required N/A Back-up gas consumption (therms) Required if gas N/A Back-up electric consumption (kwh) Required if electric N/A Cold water supply temperature (ºF) If Available If Available Solar hot water delivery temp. (ºF) If Available If Available Collector temperature (ºF) If Available If Available Pump 1 run time (24 hours a day) If Available If Available Pump 1 energy (kwh) If Available If Available Pump 2 run time (24 hours a day) If Available If Available Pump 2 energy (kwh) If Available If Available Pump 3 run time (24 hours a day) If Available If Available Pump 3 energy (kwh) If Available If Available Log data Alarms If Available If Available System messages If Available If Available System events If Available If Available 24 Trends If Available If Available

25 CSI THERMAL PROGRAM INCENTIVES & APPLICATION PROCESS 25

26 Commercial/Multi family 250kWth Lump Sum Payment One time payment Based on estimated therm of kwh savings provided by the OG 100 Calculator Paid after project is completed, approved, and inspected (if applicable) 26

27 Commercial/Multi family > 250kWth 70/30 True Up Payment Payment made in two parts: 1) Commercial/Multi familycalculatorestimatestherm calculator estimates therm or kwh savings. PA pays 70 percent of that incentive after Incentive Claim and Inspection (if applicable) are approved 2) System is then metered/monitored for 12 consecutive months. PA pays the true up incentive amount by subtracting the initial i i l70 percent incentive i payment from the final metered incentive amount. 27 *Program will pay no more than 110% of estimated incentive

28 70/30 True up Example Actual energy savings less than expected Estimated energy savings is 12,000 therms per year which equates to a $153,840 incentive ($12.82 x 12,000) PA pays 70 percent of this amount, or $107,688 ($153,840x.70), once the project is completed, approved, and inspected (if applicable) Customer s energy savings is then measured for twelve months and is found to be 10,500 therms Based on the actual metered energy delivered from the SWH system, the total incentive amount is $134,610 (10,500 therms x $12.82 per therm) PA then pays the true up incentive payment of $26,922 ($134,610 $107,688 upfront lump sum incentive) 28

29 Natural Gas Step Customer Class $/ therm displaced Incentive Cap Budget Allocation PG&E Budget Allocation 1 Residential $12.82 $1,875 Commercial/Multifamily $500,000 $20 Million $30 Million 7.8 Million 11.7 Million 2 Residential $10.26 $1,500 $18 Million 7.02 Million Commercial/Multifamily $500,000 $27 Million Million 3 Residential $7.69 $1,125 $18 Million 7.02 Million Commercial/Multifamily $500,000 $27 Million Million 4 Residential $ $16 Million 6.24 Million Commercial/Multifamily $500,000 $24 Million 9.36 Million 29

30 Electric Step Customer Class $/kwh displaced Max Incentive 1 Residential Comm/Multifamily 0.37 $ $250,000 2 Residential Commercial/Multifamily 0.30 $1,025 $250,000 3 Residential Commercial/Multifamily 0.22 $750 $250,000 4 Residential 0.14 $475 Commercial/Multifamily $250,

31 Application Process Application must be completed using the CSI Thermal online database: com Eligible Contractor completes the application for the customer Documents may be submitted online or by mail Online documents must be in pdf format Database demonstration will be provided today 31

32 Application Process: Commercial/Multi family 30kWth Two Step Process 1. Reservation Request Form and supporting documentation submitted prior to installation Incentive rate locked in upon approval of Reservation Request Form and supporting documentation (Confirmed Reservation) Confirmed Reservation validfor 18months 2. Incentive Claim Form and supporting documentation are submitted after the final signed off building permit obtained 32

33 33 Two Step Process Documentation Step 1: Reservation Request Reservation Request Form (RRF): Complete with signatures (originals not required) Energy Efficiency Audit or Title 24 documentation: Must be within the past 3 years Executed Agreement to purchase and install an eligible SWH System: Agreements must belegally binding andclearly spell outthethe scope of work, terms, price, and SWH system components to be installed. Executed Alternative System Ownership Agreement: If System Owner is Different from Host Customer Authorization to Receive Customer Information or Act on a Customer s Behalf: Only required for SDG&E applicants GPD justification: signed by P.E. if customer s building type is not on the Maxium GPD Guideline Table, see Appendix D. Step 2: Incentive Claim Incentive Claim Form (ICF): Complete with signatures (originals not required) Final Signed off Building Permit: Must be after July 15, 2009

34 Application Process: Commercial/Multi family > 30kWth Three Step Process Reservation Request Form and supporting documentation submitted prior to installation Incentive rate locked in upon approval of Reservation Request Form and supporting documentation submitted (Confirmed Reservation) Application Fee required Conditional Reservation 2. Proof of Project Milestone submitted which contains the executed contract. Must be submitted within 60 calendar (90 for gov t/non prof) of the Conditional Reservation ConfirmedReservation given upon approval 3. Incentive Claim Form and supporting documentation are submitted after the final signed off building permit obtained Must be submitted within 180 days of the Conditional Reservation

35 Three Step Process Documentation Step 1: Reservation Request Reservation Request Form (RRF): Complete with signatures (originals not required) Energy Efficiency Audit or Title 24 documentation: Must be within the past 3 years Application Fee Authorization to Receive Customer Informationor Act on a Customer s s Behalf: Only required for SDG&E applicants GPD justification: signed by P.E. if customer s building type is not on the Maxium GPD Guideline Table, see Appendix D. Step 2: Proof of Project Milestone Executed Agreement to purchase and install an eligible SWH System: Agreements must be legally binding and clearly spell out the scope of work, terms, price, and SWH system components to be installed. Executed Alternative System Ownership Agreement: If System Owner is Different from Host Customer Step 3: Incentive Claim Incentive Claim Form (ICF): Complete with signatures (originals not required) Final Signed off Building Permit: Must be after July 15,

36 36 Application Fee

37 Application Fee Process Must be submitted within 30 days of Reservation Request receipt May be mailed at the same time Reservation Request documentation submitted Payment must reference: Host Customer Name Project ID. e.g. PGE Invoice will be issued as part of the Reservation Request submittal Failure to submit payment within 30 days will result in cancellation of application 37

38 Refund of Application Fee Application fees will be refunded in the following cases: Once systems are complete, the application fee will be refunded. No interest will be paid on refunded application fees. If upon eligibility screening the project does not qualify for the CSI Thermal Program. No interest will be paid on refunded application fees. If the application fee was invoiced and a refund is due, PAs will pay the invoiced party. 38 If the application fee was not invoiced and a refund is due, PAs will pay the party that submitted the application fee.

39 Forfeit of Application Fee Application fees will be forfeited in the following cases: Once a conditional reservation is granted and the PA rejects the project for failing to meet adequate proof of project milestone or reservation expiration date requirements. Once a confirmed reservation is granted and the project is cancelled or withdrawn by the Applicant and/or Host Customer. If a project reservation is allowed to lapse and the project is later built under a new reservation, the application fee for the previous reservation will be forfeited. If a confirmed reservation is granted and the incentive level has been reduced (due to Commission directive, moving to the next step, etc.), the Applicant and Host Customer will be notified and given 20 calendar days to submit request to withdraw their reservation request without losing their application fee. If the application is not withdrawn within the 20 day period, the Applicant will forfeit the application fee if it subsequently withdraws or fails to pursue its project. All forfeited application fees will be re allocated to the PAs CSI Thermal Program budget 39

40 40 Application Process Summary

41 Complete Reservation Request Form PA receives new Reservation Request for review: Documentation complete= Application Approved Incentive amount locked in Contractor and System Owner notified 41

42 Incomplete Reservation Request Form PA receives new Reservation Request for review : Documentation incomplete= Application Suspended Contractor notified of incomplete documentation 20 days to submit corrections Corrections not submitted within 20 days=cancelled project; Contractor must re submit application Incentive amount NOT locked in until all documentation is complete 42

43 Complete Incentive Claim Form PAreceives newincentiveclaimforreview: review: Documentation complete= Application Approved Incentive amount locked in (Single family residential) Project is a) processed for paymentor b) selected for inspection Contractor and System Owner notified 43

44 Incomplete Incentive Claim Form PA receives new Incentive Claim for review : Documentation incomplete= Application Suspended Contractor notified of incomplete documentation 20 days to submit corrections Corrections not submitted within 20 days=cancelled project; Contractor must resubmit application 44

45 Payment Process Upon final approval of the Incentive Claim Form and passed onsite field inspection (if applicable), the PA will disburse the CSI Thermal Program incentive payment. Payment will be made to the Host Customer or a third party as indicated on the Incentive Claim Form, and will be mailed to the address provided. 45

46 CSI THERMAL PROGRAM TECHNICAL REQUIREMENTS 46

47 System Sizing: MF/Commercial Multi family (MF)/Commercial Projects Annual average GPD is estimated based on the Maximum GPD Guideline Table Tbl (Appendix D). SWH systems for the building types listed in Maximum GPD Guideline Table must be sized using the GPD value in this table for the appropriate building type. The GPD values in the table are maximum values. Systems may be sized using a lesser GPD assumption. Fluid collector square footage cannot exceed 125times 1.25 the GPD, or times for air collectors. Systems with two or more tanks must have a minimum of one gallon of storage per square foot of collector. One tank systems must have a minimum of 1.25 gallons of storage per square foot of collector. 47

48 System Sizing: MF/Commercial Building types not listed in the Maximum GPD Guideline Table must do one of the following: Meter actual hot water consumption using an in line water flow meter with accumulator for a minimum of 60 calendar days and adjust for seasonal variability. Hot water consumption calculation must be stamped by a P.E. PE Meter natural gas or electric consumption at the water heater for a minimum of 60 days and adjust for seasonal variability. Water heater gas or electric meter consumption calculation mustbe stamped by a P.E. Metered Data must be provided upon submittal of Reservation Request 48

49 System Sizing: MF/Commercial Appendix D Maximum Gallon per Day (GPD) Guideline Table for Multi-Family/Commercial Projects * Type of Building GPD Apartments/Condos: Number of Units 2 to to to to plus 35 Student Housing Hotels/Motels Retirement/Nursing Homes Office Building without showers 15 GPD per unit 15 GPD per unit 18 GPD per room 1.0 GPD per person Restaurants Meal Service Restaurants t 24GPD 2.4 per full meal served Quick Service Restaurants Elementary schools Junior and senior high schools Laundries 0.7 gallons per meal served 0.6 gal/student/day of operation 1.8 gal/student/day of operation 20 GPD per 10 lbs per washing machine 49 *Small multi family/commercial systems are those that displace 30 kwth or less.

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51 Resources Classes/Workshops PG&E Energy Survey PG&E CSI Hotline CSI Thermal Application Database & Trigger Tracker com Solar Rating and Certification Corporation rating.org CPUC nergy/solar/swh.htmhtm CA Building Climate zones s/building_climate_zones.html li l CEC (GoSolarCa) lif i gov/solarwater/ 51