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New Jersey’s Clean Energy Program™
2013 Auto Proceed Paperwork Review
January 17, 2013
Instructor
Kristin Del Pino
Technical Field Manager
Please have pen & paper available to take notes!
• Customer Incentives
• Contractor Production Incentive
• Auto Proceed Overview
• Contractor Portal
• Application & Forms
• Auto Proceed RHA Data Entry
• Q & A
Agenda
Tier 2
Total energy savings 10% and less than 20%:
Must install air sealing. May install insulation, water
heater and/or duct sealing and duct insulation measures.
50% up to $2,000
and
0% interest financing up to
$5,000
Tier 3
Level 1
Total energy savings 20% and less than 25%:
Must install air sealing and at least one other eligible
measure.
50% up to $4,000
and
0% interest financing up to
$10,000
Level 2
Total energy savings 25% or greater:
Must install air sealing and at least one other eligible
measure.
50% up to $5,000
and
0% interest financing up to
$10,000
2013 Customer Incentives
(January 1 through June 30)
Single Family
Production Incentive :
Contractors ≥10 field inspections:
• $700 production incentive per project
• No production incentive if selected field inspected project fails
inspection.
Contractors ≤10 field inspections:
• Will not be subject to the above penalties to incentives for the
first ten consecutive field inspections.
• After ten field inspections are completed, the same rule will
apply regardless of whether the contractor has performed
adequately to warrant a decreased inspection rate.
2013 Contractor Incentives
(January 1 through June 30)
Single Family
HPwES receives
documentation
Overview:
• Complete energy audit
• Input energy audit data and proposed eligible measures in RHA
• Print RHA Proposed Measures document verifying projects TES
• Sign contract with homeowner
• Claims HPwES incentives in RHA
• If financing, send documents to provider
• Begin contracted work
• Complete work and test-out
• Homeowner signs RHA generated Certificate of Completion
• Fax Work Completion application to HPwES
• Quality Control technical document review and/or field inspection
- First 10 projects mandatory field inspection
- Thereafter, random 10-15% field inspection
• Incentives are processed to OCE
Auto Proceed
HPwES
electronically
reserves Funds
120 days
Contractor Portal
• All Forms are available in
our Contractor Portal
• Use “Forgot Username or
Password” link
• Request access:
NJHPHelp@csgrp.com
Auto Proceed WC Application MUSTs!
! MUST submit a complete application!
! MUST include the Customer Participation Agreement for ALL projects and
MUST be signed by customer and contractor with utility account numbers and
rebate assignment!
! MUST include 12 consecutive months of homeowner utility/deliverable fuel usage!
! MUST include the RHA generated Certificate of Completion for all projects and
MUST be signed by customer and contractor!
! MUST include a fully completed HPwES Audit Data Collection Form!
! MUST input all the energy audit data in RHA!
! MUST include a fully completed Test-out Form for all projects!
! MUST provide itemized pricing for each eligible measure with the total cost in
RHA matching your contract to the exact penny!
Program Guidelines
* FYI * Project Viewer Details…
If there was specific details
regarding the project, HPwES team
will provide notes here.
* FYI * Project Viewer Details…
Work Completion Quality Assurance Status:
• Scheduled: Field Inspection has been scheduled
• QA Failed: Failed Field Inspection
• QA Approved: Passed Document/Field Inspection
• Completed: Project Process to OCE
Program Guidelines
 Include a signature line on your emails with company name & contact
info!
 DO NOT USE ALL CAPS IN EMAILS!
 Invest in a good fax machine or efaxing service!
 Use dark ink on documents!
 Be sure to include the number of pages on your applications!
 Please…. Put the application documents in the order of the checklist!
 Please…. READ HPwES email notices entirely before contacting us!
 Please proofread, proofread, PROOFREAD YOUR APPLICATIONS &
DATA ENTRY!
Helpful Tips…
Example
John Smith
Energy Auditor
ABC Contractor Company
(732) 555-5555
Fax (732) 555-4444
STOP
YELLING
@ ME!
General Questions…
• Project status
• Program financing questions
• Project expiration date questions
• RHA Password Issues
Email To:
NJHPHelp@csgrp.com
Program Support
Program Support
Technical Field Representatives
Help contractors with….
• Energy audit
• Identify potential upgrades
• Combustion safety testing
• Identify health & safety issues
• Testing out and internal quality control
• Program Quality Assurance guidance
• Complex RHA data entry – online
• Auto Proceed guidance
Bob Zoppa
Southern Territory
bob.zoppa@csgrp.com
(609) 365-0682
Tom Reichert
Northern Territory
tom.reichert2@csgrp.com
(347) 878-8667
Rich Kinkel
Central Territory
rich.kinkel@csgrp.com
(732) 337-6877
To request support via email:
• Provide details of support needed
• Provide options for date/time/location
• Provide names of attendee(s)
Program Support
Technical Field Representatives
Questions?
Please click “Raise Your Hand”
on your screen to you ask your
question.
Please note that you are required to dial the audio
pin number on your screen to allow us to unmute
your phone line to ask your question.

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NJHPwES 2013 Paperwork Review Webinar 01.17.13

  • 1. New Jersey’s Clean Energy Program™ 2013 Auto Proceed Paperwork Review January 17, 2013 Instructor Kristin Del Pino Technical Field Manager Please have pen & paper available to take notes!
  • 2. • Customer Incentives • Contractor Production Incentive • Auto Proceed Overview • Contractor Portal • Application & Forms • Auto Proceed RHA Data Entry • Q & A Agenda
  • 3. Tier 2 Total energy savings 10% and less than 20%: Must install air sealing. May install insulation, water heater and/or duct sealing and duct insulation measures. 50% up to $2,000 and 0% interest financing up to $5,000 Tier 3 Level 1 Total energy savings 20% and less than 25%: Must install air sealing and at least one other eligible measure. 50% up to $4,000 and 0% interest financing up to $10,000 Level 2 Total energy savings 25% or greater: Must install air sealing and at least one other eligible measure. 50% up to $5,000 and 0% interest financing up to $10,000 2013 Customer Incentives (January 1 through June 30) Single Family
  • 4. Production Incentive : Contractors ≥10 field inspections: • $700 production incentive per project • No production incentive if selected field inspected project fails inspection. Contractors ≤10 field inspections: • Will not be subject to the above penalties to incentives for the first ten consecutive field inspections. • After ten field inspections are completed, the same rule will apply regardless of whether the contractor has performed adequately to warrant a decreased inspection rate. 2013 Contractor Incentives (January 1 through June 30) Single Family
  • 5. HPwES receives documentation Overview: • Complete energy audit • Input energy audit data and proposed eligible measures in RHA • Print RHA Proposed Measures document verifying projects TES • Sign contract with homeowner • Claims HPwES incentives in RHA • If financing, send documents to provider • Begin contracted work • Complete work and test-out • Homeowner signs RHA generated Certificate of Completion • Fax Work Completion application to HPwES • Quality Control technical document review and/or field inspection - First 10 projects mandatory field inspection - Thereafter, random 10-15% field inspection • Incentives are processed to OCE Auto Proceed HPwES electronically reserves Funds 120 days
  • 6. Contractor Portal • All Forms are available in our Contractor Portal • Use “Forgot Username or Password” link • Request access: NJHPHelp@csgrp.com
  • 7. Auto Proceed WC Application MUSTs! ! MUST submit a complete application! ! MUST include the Customer Participation Agreement for ALL projects and MUST be signed by customer and contractor with utility account numbers and rebate assignment! ! MUST include 12 consecutive months of homeowner utility/deliverable fuel usage! ! MUST include the RHA generated Certificate of Completion for all projects and MUST be signed by customer and contractor! ! MUST include a fully completed HPwES Audit Data Collection Form! ! MUST input all the energy audit data in RHA! ! MUST include a fully completed Test-out Form for all projects! ! MUST provide itemized pricing for each eligible measure with the total cost in RHA matching your contract to the exact penny!
  • 8. Program Guidelines * FYI * Project Viewer Details… If there was specific details regarding the project, HPwES team will provide notes here.
  • 9. * FYI * Project Viewer Details… Work Completion Quality Assurance Status: • Scheduled: Field Inspection has been scheduled • QA Failed: Failed Field Inspection • QA Approved: Passed Document/Field Inspection • Completed: Project Process to OCE Program Guidelines
  • 10.  Include a signature line on your emails with company name & contact info!  DO NOT USE ALL CAPS IN EMAILS!  Invest in a good fax machine or efaxing service!  Use dark ink on documents!  Be sure to include the number of pages on your applications!  Please…. Put the application documents in the order of the checklist!  Please…. READ HPwES email notices entirely before contacting us!  Please proofread, proofread, PROOFREAD YOUR APPLICATIONS & DATA ENTRY! Helpful Tips… Example John Smith Energy Auditor ABC Contractor Company (732) 555-5555 Fax (732) 555-4444 STOP YELLING @ ME!
  • 11. General Questions… • Project status • Program financing questions • Project expiration date questions • RHA Password Issues Email To: NJHPHelp@csgrp.com Program Support
  • 12. Program Support Technical Field Representatives Help contractors with…. • Energy audit • Identify potential upgrades • Combustion safety testing • Identify health & safety issues • Testing out and internal quality control • Program Quality Assurance guidance • Complex RHA data entry – online • Auto Proceed guidance
  • 13. Bob Zoppa Southern Territory bob.zoppa@csgrp.com (609) 365-0682 Tom Reichert Northern Territory tom.reichert2@csgrp.com (347) 878-8667 Rich Kinkel Central Territory rich.kinkel@csgrp.com (732) 337-6877 To request support via email: • Provide details of support needed • Provide options for date/time/location • Provide names of attendee(s) Program Support Technical Field Representatives
  • 14. Questions? Please click “Raise Your Hand” on your screen to you ask your question. Please note that you are required to dial the audio pin number on your screen to allow us to unmute your phone line to ask your question.