2. csi rebate process workshop october 2010 long-1

368 views
302 views

Published on

0 Comments
0 Likes
Statistics
Notes
  • Be the first to comment

  • Be the first to like this

No Downloads
Views
Total views
368
On SlideShare
0
From Embeds
0
Number of Embeds
16
Actions
Shares
0
Downloads
6
Comments
0
Likes
0
Embeds 0
No embeds

No notes for slide

2. csi rebate process workshop october 2010 long-1

  1. 1. !"#$%&($")*&#")+($,$",$-.!"#$%"&()*"++&,-"(-."/0)-"1#"(&23&2454&
  2. 2. **+,&-.$/.0# !"#$%&($")*&#")+($,$",$-. *&#")@",.)A.",$(2)B&2"; 63#,$%";$#5)C%%&:"4#.)*&#")A&30$(2) B&2"; 7"DEFD.;8,)!30,&;.)+(9.(,$-.) B&2"; !#."()/.=$9#.)G.4",.)B&H.9, *.#%EI.(.",$&()+(9.(,$-.)B&2";3
  3. 3. !"#"$%&%(&)"##"$% /$0$&(1 !.",$(2)")030,"$("4#.).(.25)%3,3. 6$00$&(1 7&)%&0,.)834#$9)8&#$9$.0)"(:)8&-$:. 8&2";0<)0.-$9.0<)$(%&;",$&()"(: %&3;0),=",)%"9$#$,",.),=.)":&8,$&()&% 9#."(<).#$"4#.<).(.>"4#.<)030,"$("4#.)"(: .%%$9$.(,).(.25),.9=(&#&2$.0)"(:)8"9,$9.0?2
  4. 4. **+,&+1.2"31# 7.9=($9"#)C00$0,"(9. 7&&#)J.(:$(2)"(:)G.0&39.)J$4"5 FD8"(:.:)K$08#"5)*8"9. @&L0=&80)"(:)F-.(,0 /.(:&)K","4"0. F(.25)C:-$0&5)*.-$9.04
  5. 5. 4/1%( G.0.-",$&()G.M3.0,)G.M3$.;.(,0)E G.0$:.(,$"# G.0.-",$&()G.M3.0,)G.M3$.;.(,0) N&(EG.0$:.(,$"# B&&%)&%)6$#.0,&(.) N&(EG.0$:.(,$"# G.0$:.(,$"#)G.0.-",$&()G.M3.0,)O&;)PGGOQ)B&9.00)30$(2) B&>.!#.L) +(9.(,$-.)!#"$;)G.M3$.;.(,0)E G.0$:.(,$"# +(9.(,$-.)!#"$;)G.M3$.;.(,0) N&(EG.0$:.(,$"# +(9.(,$-.)!#"$;)O&;)P+!OQ)B&9.00)30$(2)B&>.!#.L +(08.9,$&()B&,&9&# B&8&0.:)!="(2.0),&)!*+)A"(:4&&L RSC6
  6. 6. -$51.*61.7&%(&896$(# *,.";#$(.0)"88#$9",$&()8&9.00)%&)"88#$9"(,0)"(:) B&2";)C:;$($0,",&0? C##&>0)"88#$9"(,0),&)-$.>)"88#$9",$&()0,",30) $() ."#),$;.T U(.)0,&8)0=&8)%&)"88#$9",$&()034;$,,"#0)%&)"##) ,=..)B&2";)C:;$($0,",&0? C##&>0)BC0),&)=.#8)%"9$#$,",.)"88#$9",$&()8&9.00)%&) (.>)30.0)&)"88#$9"(,0)>=&)="-.)M3.0,$&(0)"0) ,=.5)9&;8#.,.)%&;0?)7
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
  8. 8. !*+)G.0$:.(,$"#)G.4",.)B&9.00!"#$%&"()*+$,"-./(0*&(!"/"&12.%*-(!"#$"/.(3445%+2.%*-/
  9. 9. N1OF".1(&*+<&G$3F01%?#&>$.& +?19&P&N1#1.2?"$%&N1OF1#?# V? G.0$:.(,$"#)G.M3.0,)O&;)PGGOQ W? F(.25)F%%$9$.(95)PFFQ)C3:$,)G.8&, X? F(.25)F%%$9$.(95)K$09#&03.)O&; Y? B$(,&3,)&%)FBZZ)!"#93#",& [? +(0,"##",$&()"(:)B39="0.)!&(,"9, ? J.,,.)&%)C3,=&$]",$&()PJUCQ All forms can be found at10
  10. 10. N1OF".1(&*+<&G$3F01%?#&>$.& +?19&P&N1#1.2?"$%&N1OF1#?# V? G.0$:.(,$"#)G.M3.0,)O&;)PGGOQ W? F(.25)F%%$9$.(95)PFFQ)C3:$,)G.8&, X? F(.25)F%%$9$.(95)K$09#&03.)O&; Y? B$(,&3,)&%)FBZZ)!"#93#",& [? +(0,"##",$&()"(:)B39="0.)!&(,"9, ? J.,,.)&%)C3,=&$]",$&()PJUCQ All forms can be found at11
  11. 11. N1#"(1%?"6&N1OF1#?&Q$.0&@NNQB E??9#=RR3#"S9$51.361.7S3$0R12
  12. 12. NNQ&+"/%?F.1&-/1 @=.()"88#5$(2)&(#$(.)$()B&>.!#.L)5&3)9"()="-.),=.)=&0,) 930,&;.)0$2(),=$0)8"2.)$(0,.":)&%)G.0.-",$&()G.M3.0,)O&; I&),&)>>>?.(.259.(,.?&2^"88#5 O$##)&3,),=.)%&;<)8$(,<)2$-.)$,),&),=.)=&0,)930,&;.),&)0$2(<),=.() 38#&":),&)B&>.!#.L)>=.(),=.)GGO)$0)9&;8#.,.13
  13. 13. N1OF".1(&*+<&G$3F01%?#&>$.& +?19&P&N1#1.2?"$%&N1OF1#?# V? G.0$:.(,$"#)G.M3.0,)O&;)PGGOQ W? F(.25)F%%$9$.(95)PFFQ)C3:$,)G.8&, X? F(.25)F%%$9$.(95)K$09#&03.)O&; Y? B$(,&3,)&%)FBZZ)!"#93#",&) [? +(0,"##",$&()"(:)B39="0.)!&(,"9, ? J.,,.)&%)C3,=&$]",$&()PJUCQ All forms can be found at14
  14. 14. ,%1./;&,>>"3"1%3;&4F("? E??9=RR1%1./;F("?L#(/1S#109.S3$0R O$0,)#$(L)"%,.)I&&2#$(2 _0.)F(.25)@"-.0)K","),&)8&-$:.) "993",.)$(%&;",$&()%&),=.)F(.25) F%%$9$.(95)C3:$,).8&, 6"L.)03.),=.) $0)8$(,.:)&(),=.)F(.25) F%%$9$.(95)C3:$,)G.8&,15
  15. 15. ,%1./;&H21#& E??9#=RR1%1./;521S#(/1S3$0 O$0,)#$(L)"%,.)I&&2#$(2) EE 5&3) >$##)(..:)5&3)*KIF)"99&3(,) `<);.,.)`<)4$##$(2)]$8)9&:.<) "(:).;"$#)"::.00 @=.()5&3).9.$-.),=.).;"$#<) "99&3(,)(3;4.)"(:) 8"00>&:)%&;).;"$#16
  16. 16. ,%1./;&H21#& E??9#=RR1%1./;521S#(/1S3$0 F(.25)@"-.0) 9"()4.)30.:),&) -$.>)38),&)Va) ;&(,=0)&%) 9="2.0)"(:)L@=) 30.:?) +,)9"()"#0&).D8&,) .D9.#)%$#.0)%&) .8&,017
  17. 17. N1OF".1(&*+<&G$3F01%?#&>$.& +?19&P&N1#1.2?"$%&N1OF1#?# V? G.0$:.(,$"#)G.M3.0,)O&;)PGGOQ W? F(.25)F%%$9$.(95)PFFQ)C3:$,)G.8&, X? F(.25)F%%$9$.(95)K$09#&03.)O&; Y? B$(,&3,)&%)FBZZ)!"#93#",& [? +(0,"##",$&()"(:)B39="0.)!&(,"9, ? J.,,.)&%)C3,=&$]",$&()PJUCQ All forms can be found at18
  18. 18. ,%1./;&,>>"3"1%3;&@,,B& G"#36$#F.1&Q$.0 I;&#"/%"%/&?E1&($3F01%?&?E1&D$#?& *F#?$01.&*$%>".0#= :E1".&E"#?$."36&1%1./;&F#/1 J%$561(/1&$>&.1A?1#R&"%31%?"21#& 2"6A61&?$&$>>#1?&1%1./;&1>>"3"1%3;& @,,B&3$#?# 4/.1101%?&?$&3$%(F3?&%&,%1./;& ,>>"3"1%3;&4F("?&%(&6"#?#&%;&,,& 01#F.1#&"%#?661( <%36F(1&"%"?"6#&"%&121.;&A$T&%(&#"/%& ?E1&A$??$0&19
  19. 19. N1OF".1(&*+<&G$3F01%?#&>$.& +?19&P&N1#1.2?"$%&N1OF1#?# V? G.0$:.(,$"#)G.M3.0,)O&;)PGGOQ W? F(.25)F%%$9$.(95)PFFQ)C3:$,)G.8&, X? F(.25)F%%$9$.(95)K$09#&03.)O&; Y? B$(,&3,)&%)FBZZ)!"#93#",&) [? +(0,"##",$&()"(:)B39="0.)!&(,"9, ? J.,,.)&%)C3,=&$]",$&()PJUCQ All forms can be found at20
  20. 20. ,-II&*63F6?$. E??9=RR555S3#"L19AAS3$0R :E1.1&.1&?5$&21.#"$%#&$>& ?E1&,-II&363F6?$.= 7=.)*F..1%?&*63F6?$.&$0) %&)8&H.9,0)034;$,,.:)&()&) "%,.)b3#5)V0,<)Wccd 7=.)4.3E"21(&*63F6?$.&$0) %&)8&H.9,0)034;$,,.:)8$&) ,&)b3#5)V0,<)Wccd?21
  21. 21. ,-II&*63F6?$. E??9=RR555S3#"L19AAS3$0R 7=.)FBZZ)$0),=.)08.9$"#$].:) ,&&#)>.)30.),&)9"#93#",.),=.) !*+)$(9.(,$-.? ?"6?U&V"0F?EU&#E("%/&%(& 0$F%?"%/&01?E$( "0) "993",.)"0)8&00$4#.?) +%),=.)0&#")8&H.9,)$0) 9=&0.()%&)$(08.9,$&()"(:) ,=..)".).&0)$(),=.) FBZZ<)$,)9"()"%%.9,),=.) $(9.(,$-.).4",.?22
  22. 22. ,-II&*63F6?$. E??9=RR555S3#"L19AAS3$0R +%)5&3)050,.;)0$,.) :&.0)(&,)="-.) ;$($;"#)0=":$(2<) .9&:),=.)0=":$(2) "("#50$0)%&)."9=) ;&(,=)P8&-$:.:)45) *&#;.,$9)*3(F5.)&) *&#")B",=%$(:.Q23
  23. 23. N1OF".1(&*+<&G$3F01%?#&>$.& +?19&P&N1#1.2?"$%&N1OF1#?# V? G.0$:.(,$"#)G.M3.0,)O&;)PGGOQ W? F(.25)F%%$9$.(95)PFFQ)C3:$,)G.8&, X? F(.25)F%%$9$.(95)K$09#&03.)O&; Y? B$(,&3,)&%)FBZZ)!"#93#",& [? +(0,"##",$&()"(:)B39="0.)!&(,"9, ? J.,,.)&%)C3,=&$]",$&()PJUCQ All forms can be found at24
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
  26. 26. N1OF".1(&*+<&G$3F01%?#&>$.& +?19&P&N1#1.2?"$%&N1OF1#?# V? G.0$:.(,$"#)G.M3.0,)O&;)PGGOQ W? F(.25)F%%$9$.(95)PFFQ)C3:$,)G.8&, X? F(.25)F%%$9$.(95)K$09#&03.)O&; Y? B$(,&3,)&%)FBZZ)!"#93#",& [? +(0,"##",$&()"(:)B39="0.)!&(,"9, ? J.,,.)&%)C3,=&$]",$&()PJUCQ All forms can be found at27
  27. 27. X1??1.&$>&4F?E$."V?"$%& :E1&XK4&"#&.1OF".1(&$%6;&A;& **+,&?$&3$%>".0&?E?&E$#?& 3F#?$01.#&.1&+GY,&F?"6"?;& 3F#?$01.#28
  28. 28. X1??1.&$>&4F?E$."V?"$%&3$%?"%F1(& N1010A1.U& ?E1.1&"#& $6)%7"( ;166$5& A$T&$%&?E1& #13$%(&9/1Z C11(&?$&E21& #"/%?F.1#&%(& "%"?"6#&"%&$88 "%& ;166$5&A$T1#S29
  29. 29. ,613?."36&+;#?10&+"V"%/&G$3F01%??"$% +%),=.)$(0,"##.:)0&#")050,.;)2.(.",.0);&.).(.25),="(),=.) =$0,&$9"#)30"2.)",),=.)8&H.9,)0$,.<)")#&":)H30,$%$9",$&()&%),=.) 050,.;)$0).M3$.:? +%),=$0)&9930<)8#."0.)9&(,"9,)")!!*F)050,.;)":;$($0,",&)",)))))))) Pe[eQ)WYYEVVaa30
  30. 30. N1OF".1(&*+<&G$3F01%?#&>$.& +?19&P&N1#1.2?"$%&N1OF1#?# V? G.0$:.(,$"#)G.M3.0,)O&;)PGGOQ W? F(.25)F%%$9$.(95)PFFQ)C3:$,)G.8&, X? F(.25)F%%$9$.(95)K$09#&03.)O&; Y? B$(,&3,)&%)FBZZ)!"#93#",&) [? +(0,"##",$&()"(:)B39="0.)!&(,"9, ? J.,,.)&%)C3,=&$]",$&()PJUCQ All forms can be found at31
  31. 31. CSI Non-Residential Rebate ProcessRequired Documents for Non-Res Applications
  32. 32. N1OF".1(&*+<&G$3F01%?#&>$.&N1#1.2?"$%&N1OF1#?# PS *$0961?1(&N1#1.2?"$%&N1OF1#?&Q$.0&@NNQB&5"?E&+"/%?F.1# [S X1??1.&$>&4F?E$."V?"$%&@XK4B S G$3F01%??"$%&$>&%&,%1./;&,>>"3"1%3;&4F("?&$.&-.$$>&$>&P]M&A$21&:"?61&[^& +?%(.(# P7$,#.)WY);"(:",&5)%&)(&(E.0)(.>)9&(0,39,$&(Q ^S -."%?$F?&$>&,-II&:$$6&*63F6?"$%&P>>>?90$E.844?9&;Q) ]S *$9;&$>&&#"/%1(&,%1./;&,>>"3"1%3;&G"#36$#F.1&4/.1101%? _S 4996"3?"$%&Q11&P8&H.9,0)#"2.),="()VcL@Q !.,$%$9",$&()&%),"DE.D.;8,)0,",30)PI&-.(;.(,)S)N&(8&%$,)&(#5Q F#.9,$9"#)*50,.;)*$]$(2)K&93;.(,",$&()P(.>)S).D8"(:.:)#&":)&(#5Q !&85)&%)N.>)!&(0,39,$&()Z3$#:$(2)B.;$,)P(&(E.0$:.(,$"#)(.>)9&(0,39,$&()&(#5Q Z3$#:$(2)*$,.)B#"()P(&(E.0$:.(,$"#)(.>)9&(0,39,$&()&(#5Q !&85)&%)")0$2(.:)!&;;$,;.(,)C2..;.(,))P&(#5)FBZZ).D$0,$(2)9&;;.9$"#) 43$#:$(20)#"2.),="()Vcc<ccc0M)%,)S)Z.(9=;"L)09&.)#.00),="()a[Q33
  33. 33. ,%1./;&,>>"3"1%3;&4F("? _0.)F(.25)@"-.0)K","),&)8&-$:.) "993",.)$(%&;",$&()%&),=.)F(.25) F%%$9$.(95)C3:$,).8&,34
  34. 34. C$%LN1#"(1%?"6&,%1./;&,>>"3"1%3;&@,,B G"#36$#F.1&4/.1101%? U(),=.)FF)K$09#&03.)C2..;.(,<) ,=.)A&0,)!30,&;.)9&(%$;0) "99.00),&)=$0,&$9"#)30"2.<) L(&>#.:2.)&%).4",.0)^)$(9.(,$-.0) "-"$#"4#.),&)&%%0.,).(.25) .%%$9$.(95)9&0,0<)"2..0),&) 9&(:39,)"().(.25).%%$9$.(95) "3:$,)"(:)#$0,0)"(5)FF);."03.) $(0,"##.:?35
  35. 35. C$%&N1#"(1%?"6&,%1./;&,>>"3"1%3;& *$00"?01%?&4/.1101%? 7=.)F(.25)F%%$9$.(95)!&;;$,;.(,) C2..;.(,)$0)&(#5).M3$.:)$%1) Z3$#:$(2)0$].)$0)2.",.),="() Vcc<ccc)0M?%,?)CNK .9.$-.0)"()FBZZ)$(9.(,$-.)CNK .9.$-.0)")4.(9=;"L))09&.)&%) #.00),="()a[?36
  36. 36. 4996"3?"$%&Q11 *,"(:":$].:)";&3(,)4"0.:)&()050,.;)0$].37
  37. 37. 4996"3?"$%&Q11 *34;$,)C88#$9",$&()O..)5"?E&N1#1.2?"$%&N1OF1#?? 7=.)A&0,)!30,&;.)>$##)="-.)W&(;#&,&)034;$,)8"5;.(,)%&),=.) "88#$9",$&()%..)$()&:.),&)"9,$-",.),=.)G.0.-",$&()G.M3.0,? B&2";)C:;$($0,",&0)5"66&3319?&9;01%?#&>.$0&1"?E1.&?E1&4996"3%?& $.&&?E".(&9.?;&&()4.="#%)&%),=.)A&0,)!30,&;.)%&)")8",$93#")8&H.9,f) =&>.-.<)&.1?F.%1(&996"3?"$%&>11&#E66&$%6;&A1&9"(&?$&?E1&D$#?& *F#?$01.? +%)8&H.9,)$0)>$,=:">()&)9"(9.##.:)%;&?"01&9."$.&?$&?E1&3$0961?"$%&$>& ?E1&<%31%?"21&*6"0U&996"3?"$%&>11&"#&>$.>1"?1(? B&2";)C:;$($0,",&0)>$##)&(#5)"99.8,)"88#$9",$&()%..0)$(),=.)%&;)&%)") 9=.9L?38
  38. 38. -.$$>&$>&:TL,T109?&+??F# !"()4.)034;$,,.:)45) .$,=.),=.1 PS *QK&&$>& $./%"V?"$%&@$.& 1OF"261%?B [S <N+39
  39. 39. !*+)+(9.(,$-.)!#"$;)B&9.00 !"/%"-.%25
  40. 40. N1OF".1(&G$3F01%?#&>$.&<%31%?"21&*6"0 V? !&;8#.,.)+(9.(,$-.)!#"$;)O&;)>$,=)*$2(",3.0 W? O$.#:)/.$%$9",$&()!.,$%$9",$&()O&; X? !&85)&%)FD.93,.:)B.%&;"(9.)6&($,&$(2)"(:)G.8&,$(2) *.-$9.)PB6G*Q)!&(,"9,)&)B6G*)!&0,)!"8)FD.;8,$&() K&93;.(,",$&( Y? G.-$0.:)FBZZ)!"#93#",$&()B$(,&3,)P$%)"88#$9"4#.Q [? !&85)&%)FD.93,.:)BKB)!&(,"9,)PBZ+)&(#5Q All forms can be found at54
  41. 41. PS&<%31%?"21&*6"0&Q$.0 _0.)B&>.!#.L) O&##&>)B&>.!#.L)$(0,39,$&(0),&)%$##)$()%&; +(9#3:.)9&0,)4."L:&>()%&)$(-.,.^0<);&:3#.0<)8.;$,,$(2)%..0<)"(:) 050,.;)4"#"(9.T *$2(",3.0 B$(,).(,$.)+!O)%&),=.)=&0,)930,&;.)"(:)="-.),=.;)$($,$"#<)) 0$2(<)"(:):",.)&()8"2.)[55
  42. 42. N1OF".1(&G$3F01%?#&>$.&<%31%?"21&*6"0 V? !&;8#.,.)+(9.(,$-.)!#"$;)O&;)>$,=)*$2(",3.0 W? O$.#:)/.$%$9",$&()!.,$%$9",$&()O&; X? !&85)&%)FD.93,.:)B.%&;"(9.)6&($,&$(2)"(:)G.8&,$(2) *.-$9.)PB6G*Q)!&(,"9,)&)B6G*)!&0,)!"8)FD.;8,$&() K&93;.(,",$&( Y? G.-$0.:)FBZZ)!"#93#",$&()B$(,&3,)P$%)"88#$9"4#.Q [? !&85)&%)FD.93,.:)BKB)!&(,"9,)PBZ+)&(#5Q All forms can be found at56
  43. 43. [S&Q"16(&!1.">"3?"$%&*1.?">"3?"$%&Q$.0 O$##)$()9=.9L#$0,)VEX B$;"5)6.,=&:1) *$(2#.)&);3#,$8#.)0,$(2) ""50 G.%.),&).D8#"(",$&()&() 4&,,&;)&%)%&; *.9&(:"5)6.,=&:1 63#,$8#.)0,$(2)""50 G.%.),&)NCZ!FB)%&),.0,$(2) 23$:.#$(.0 *$2()"(:):",.)57
  44. 44. -."0.;&)1?E$( B.9.(,"2.)",.1)Yaj 63#,$8#5)!F!E C9,3"#)$(-.,.)&3,83,)(..:0),&)4.)=$2=.),="(),=",1)W[cc>)k)V[de>58
  45. 45. N1OF".1(&G$3F01%?#&>$.&<%31%?"21&*6"0 V? !&;8#.,.)+(9.(,$-.)!#"$;)O&;)>$,=)*$2(",3.0 W? O$.#:)/.$%$9",$&()!.,$%$9",$&()O&; X? !&85)&%)FD.93,.:)B.%&;"(9.)6&($,&$(2)"(:)G.8&,$(2) *.-$9.)PB6G*Q)!&(,"9,)&)B6G*)!&0,)!"8)FD.;8,$&() K&93;.(,",$&( Y? G.-$0.:)FBZZ)!"#93#",$&()B$(,&3,)P$%)"88#$9"4#.Q [? !&85)&%)FD.93,.:)BKB)!&(,"9,)PBZ+)&(#5Q All forms can be found at59
  46. 46. S&-1.>$.0%31&)$%"?$."%/&%(& N19$.?"%/&+;#?10&@-)N+B O$(:).#$2$4#.)B6G*)8&-$:.0)",) =,,81^^2&0&#"9"#$%&($"?9"?2&-^.M3$8;.(,^;&($,&0l08?=,;# @=&)$0)FD.;8,)%&;),=.)B6G*g FBZZ)8&H.9,0)&(#5 !&0,)&%),=.)B6G*)$0);&.),="()Vj)&%),&,"#)8&H.9,) 9&0,0 FD";8#.1) B6G*)9&0,1)mVccc 7&,"#)050,.;)9&0,1)mYc<ccc Vj)&%)mYc<ccc)n)mYcc B6G*)9&0,)PmVcccQ)k)mYcc60
  47. 47. S&,T109?"$%&G$3F01%??"$% +%)5&3)".).D.;8,<)8#."0.)8&-$:.1 +(-&$9.)&)M3&,.)%&;)"().#$2$4#.)B6G*) 8&-$:.):.,"$#$(2)9&0,)&%).M3$8;.(,<) $(0,"##",$&(<);"$(,.("(9.<)"(:)B6G*) 0.-$9.? G.%.),&)!*+)A"(:4&&L)*.9,$&()Y?VV?X?X)%&) ;&.)>"50),&).9.$-.)")B6G*).D.;8,$&(61
  48. 48. N1OF".1(&G$3F01%?#&>$.&<%31%?"21&*6"0 V? !&;8#.,.)+(9.(,$-.)!#"$;)O&;)>$,=)*$2(",3.0 W? O$.#:)/.$%$9",$&()!.,$%$9",$&()O&; X? !&85)&%)FD.93,.:)B.%&;"(9.)6&($,&$(2)"(:)G.8&,$(2) *.-$9.)PB6G*Q)!&(,"9,)&)B6G*)!&0,)!"8)FD.;8,$&() K&93;.(,",$&( Y? G.-$0.:)FBZZ)!"#93#",$&()B$(,&3,)P$%)"88#$9"4#.Q [? !&85)&%)FD.93,.:)BKB)!&(,"9,)PBZ+)&(#5Q All forms can be found at62
  49. 49. ^S&N12"#1(&,-II&@">&996"3A61B *34;$,).-$0.:)FBZZ)$%1 *50,.;)9&;8&(.(,0)="-.)9="(2.: !="(2.:)"]$;3,=)"(:),$#, *=":$(2)$003.0 !="(2.:);&:3#.)B.%&;"(9.)7.0,)!&(:$,$&() PB7!Q)",$(2 7=.):$%%..(9.)$()050,.;)0$].)>$##)4.)8"$:)&3,) ",),=.)93.(,)$(9.(,$-.)",.?63
  50. 50. ^SPS&,T0961&$>&&6./1.&#;#?10 G.0.-",$&()>"0)9&(%$;.:)%&))?XXd)L@)",)mV?[[^> *50,.;)0$].)$(9."0.:),&)?Wd)L@ ?XXd)L@)".)8"$:)&3,)",)mV?[[^>))"(:)c?Wdc)L@)".)8"$:) &3,)",)mc?[^>64
  51. 51. N1OF".1(&G$3F01%?#&>$.&<%31%?"21&*6"0 V? !&;8#.,.)+(9.(,$-.)!#"$;)O&;)>$,=)*$2(",3.0 W? O$.#:)/.$%$9",$&()!.,$%$9",$&()O&; X? !&85)&%)FD.93,.:)B.%&;"(9.)6&($,&$(2)"(:)G.8&,$(2) *.-$9.)PB6G*Q)!&(,"9,)&)B6G*)!&0,)!"8)FD.;8,$&() K&93;.(,",$&( Y? G.-$0.:)FBZZ)!"#93#",$&()B$(,&3,)P$%)"88#$9"4#.Q [? !&85)&%)FD.93,.:)BKB)!&(,"9,)PBZ+)&(#5Q All forms can be found at65
  52. 52. ]S&*$9;&$>&,T13F?1(&-G-&*$%?.3?&@-I<&K%6;B BKB)n)B.%&;"(9.)K",")B&-$:.0 7>&)%&;0)&%).D.93,.:)9&(,"9,)%&)")BKB)".)"99.8,.:1 C)#.,,.)%&;),=.)BKB)0,",$(2),=.)A&0,)!30,&;.)="0)839="0.:)$,0)0.-$9. C()$(-&$9.)%&;),=.)*&#")!&(,"9,&)9#."#5)0=&>$(2),=.)BKB)$(%&;",$&( *34;$,)9&(,"9,)$(9#3:$(21 N";.)&%)BKB B&:39,)&)0.-$9.)839="0.: 7.;0)&%)"2..;.(, C::.00)&%)050,.;)0$,. G.%.),&)!*+)="(:4&&L)0.9,$&()Y?VV?X?Y66
  53. 53. CSI Incentive Claim Process Non-Residential
  54. 54. N1OF".1(&G$3F01%?#&>$.&<%31%?"21&*6"0 1. Complete Incentive Claim Form with Signatures 2. Copy of Executed Performance Monitoring and Reporting Service (PMRS) Contract or PMRS Cost Cap Exemption Documentation 3. Field Verification Certification Form 4. Revised EPBB Calculation Printout (if applicable) 5. Copy of Executed PDP Contract (PBI only) 6. Copy of Retro-commissioning Report ( EPBB Existing Commercial buildings greater than 100,000 sq ft and Benchmarking <75)68
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
  56. 56. *$9;&$>&N1?.$L3$00"##"$%"%/&N19$.? The Retro-commissioning Report is to be submitted with the Incentive Claim Form only if the project: building size is greater than 100,000 sq.ft. receives an EPBB incentive receives a benchmark score < 75 For more information on Benchmarking: https://www.energystar.gov/istar/pmpam/70
  57. 57. +(08.9,$&()B&,&9&#
  58. 58. Inspection Tolerances Tilt = +/- 3 degrees Azimuth = +/- 5 degrees Summer Shading (May-Oct) = +/-5% Example: June = 93% on the EPBB submitted on the ICF. If we inspect and find 88-98%, there is no issue.73
  59. 59. Infractions and Failures *Check Incentive Dollar Amount on submitted EPBB vs. Incentive Dollar Amount on inspection EPBB. Infraction Difference between 5-10% of dollar amount. Failure Difference more than 10% 3 infractions74
  60. 60. Penalties Low Volume Installers (<200 installations applied for in a year) Two failed inspections in one year = probation and 100% project inspection for one year. One additional failure (3 total) during probationary period will disqualify you from participating in the CSI Program for one year. High Volume Installers (>200 installations applied for in a year) Three failed inspections in one year = probation and 100% project inspection for one year. Two additional failures (5 total) during probationary period will disqualify you from participating in the CSI Program for on year.75
  61. 61. Inspection Result Scenarios Results are within set tolerances Results are outside of set tolerances but within 5% of incentive amount Results are outside of set tolerances with more than a 5% incentive amount difference Equipment is different Incentive difference more than 10%76
  62. 62. Inspection Protocol #1 Results are within set tolerances Inspection results PA Action Applicant Results within set Accepts the submitted EPBB No Action Tolerance: Calculator and pays project as Necessary normal Tilt ±3°, Azimuth ±5°, Shading ±5% of Summer shading Equipment matches77
  63. 63. Inspection Protocol #2 Results are outside of set tolerances but within 5% of incentive amount Inspection results PA Action Applicant Action Failure Results outside set Recalculate Applicant No tolerance, but Incentive based accepts the within 5% of on inspected incentive submitted EPBB amount change incentive. calculator or disputes with results. Notify PA for *Equipment Applicant of the resolution matches new incentive amount.78
  64. 64. Field Inspection Report 5% of $3,425 = $171 Difference = $15 Original EPBB Based on Inspection79
  65. 65. Inspection Protocol #3 Results outside set tolerance and NOT within 5 % of submitted incentive amount. Inspection results PA Action Applicant Action Infraction Results outside set Recalculate Applicant Yes tolerance and Incentive. Notify accepts the not within 5% of Applicant of a incentive submitted new incentive amount change Incentive. amount and or disputes with issue failure. PA for results *Equipment matches80
  66. 66. Field Inspection Report 5% of $3,448 = $172 Difference = $238 Original EPBB submitted with ICF Based on Inspection81
  67. 67. Inspection Protocol #4 Equipment differs but within 5% of submitted incentive. Inspection results PA Action Applicant Action Failure Results show that the Recalculate Applicant accepts the No equipment differs Incentive. Notify incentive amount than submitted Applicant of new change or EPBB, but within incentive amount disputes with PA 5% of submitted change. for resolution incentive.82
  68. 68. Original EPBB Based on Inspection Equipment differs but within 5% of submitted incentive 5% of $442,727 = $22,136 Difference = $21,99083
  69. 69. Inspection Protocol #5 Results outside tolerances and outside 10% of submitted incentive. Inspection results PA Action Applicant Failure Results outside set Recalculate incentive Applicant accepts the Yes tolerance, and base on incentive amount outside 10% of inspected EPBB change or submitted calculator disputes with PA incentive. results. Notify for resolution Applicant of new incentive amount change and issue failure.84
  70. 70. Proposed Changes to CSI Handbook
  71. 71. CSI Handbook Changes CSI Project Review CSI Project Review now encompasses the following: Onsite Field Inspections Application Process Review The successful completion of Onsite Field Inspections and Application Process Reviews will Onsite Field Inspections Major and Minor Infractions Based on Onsite Field Inspection Parameters and Key Project Components Minor Infractions Incentive difference between 5% - 10% Major Infractions Incentive difference greater than 10% Application Process Review Includes a review of the following: Review of all project application documentation Review of interconnection information Review of any other information about the Applicants project that has been received by the Program Administrators Review of PBI payment documentation86
  72. 72. Failures based on Onsite Field Inspection or Application Process Review A few reasons for failures based on the Onsite Field Inspection One Major Infraction 5 Minor Infractions Failure to attend CSI related inspection training A few reasons for failures based on the Application Process Review Not disclosing the actual contractor performing work on Installation Contract Neglecting to provide required documentation on a consistent basis, such as Host Customer contact information Neglecting to respond to requested information within the 20 day time period on a consistent basis87
  73. 73. Other CSI Handbook Changes Mandatory PowerClerk Electronic Submittal : Dec. 1st 1-Step Application Available: Jan. 1st, 2011 1-Step Mandatory: March 1st, 2011 Shortening Suspension Due Date from 20 days to 10 days Document View and Re-Upload (Suspended Projects) RED = Proposed88
  74. 74. aF"37&N139& Use PowerClerk Mandatory starting Dec. 1st Steps required: 1. Reservation (Res & Non-Res) 2. Proof of Project Milestone (Non-Res) 3. Incentive Claim (Res & Non-Res) PBI mandatory for systems over 30kW89
  75. 75. **+,&*$%?3?&<%>$.0?"$% *6">$.%"&*1%?1.&>$.&+F#?"%A61&,%1./;&@**+,B edc)Z"#4&")C-.<)*3$,.)Vcc *"()K$.2&<)!C))dWVWX e[eEWYYEVVaa 2&0&#"?.(.259.(,.?&2 90$i.(.259.(,.?&2)91

×