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Beta Test Results

An initiative of Solar San Antonio to
       help homeowners “go solar.”
What They Want - from Where




               2
Leads (Grouped)




(c)StartYourDoc.com   3
Installations
Individual
Leads




(c)StartYourDoc.com   4
Individual
Installations




Contracts
 to date :
    60
 1/11/11        5
How
they
heard
about
SOLAR




        6
Why
they
DIDN’T
go
SOLAR




         7
REBATE STATUS
FY 2011 Solar Rebates

            Solar PV                                                           Solar Thermal
     Paid rebates:  142                                                 - Paid rebates:  23
- Average Rebate: $2.86/AC watt                                         - Average Price per kWh: $2.65
- Average rebate payment: $18,800                                       - Average Price of Install: $6,431
- Pending rebate payments:  99*                                         - Average rebate payment: $1,455
- Total projects: 241
- Total rebates paid:  $2,672,758
- Estimated rebates to be paid:  99 x $18,800 =  $1,861,200
- Total estimated rebate demand in FY 2011 = $4.5 million
- STEP 6% allocation from total FY 2011: $38.1 million x 6% = $2.286 million
- Excess of Demand over STEP target: $4.5 - 2.286 = $2.214 million
•Of the 99 pending applications, we have assumed all to be PV
FY 2012 Solar Rebates
- STEP Total Allocation = $53.6 million
- Solar 6% = $3.216 million
- $2.50 per AC Watt
- $3.216 / 2.50 AC Watt = 1286 kW AC
- 1286 kW AC = 1504 kW DC
- Average Installation = 7.65 kW DC
- 1504 kW DC / 7.65 kW DC = 196 units*

* Does not include
    Schools at $3.00 per AC Watt
    Installations rebated at $1.65 per AC Watt
    Does not include solar thermal
Phase II
    Official Launch Date: March 1, 2011
     Concluding Date: August 1, 2011

An initiative of Solar San Antonio to
       help homeowners “go solar.”
CONTRACT DETAILS
   & CHANGES TO PHASE II

An initiative of Solar San Antonio
   to help homeowners “go solar.”
Contract Details
✓ Must be a “Solar Professional” member of Solar San Antonio
✓ Agreement signed to participate
✓ Must be eligible to participate in CPS Energy solar rebate program
✓ For each lead received, an initial contact to the lead will be made within
  the given time period
✓ Failure to contact a lead within this time period will result in forfeit of
  the lead. The lead will then be distributed to another installer.
✓ Installer may not contact a forfeited lead.
✓ For each lead that results in contract, installer will pay a fee to Solar San
  Antonio.
    ➡ PV up to and including 5 kW, installer will pay $100 per contract
    ➡ PV larger than 5 kW will pay $.03 (three cents) per watt
    ➡ Solar hot water contracts, installer will pay a flat fee of $50
    ➡ For contracts other than PV or hot water, e.g. attic fans, solar screens, etc., resulting
         from a BSH lead, installer will pay 1% of the total contract price to Solar San Antonio.
✓ Installer agrees to make payment due to Solar San Antonio at the time
   installer receives payment for the work to be performed.
Changes to the Contract
- Installer agrees that for each lead received, an initial contact to the
    lead will be made within two weeks of the receipt of the lead.
-   Installer agrees to pay a fee of $20 (twenty dollars) for each lead
    received.
-   If installer is a participant in the commercial lead portion of the Bring
    Solar Home Campaign, installer agrees to pay a fee of $100 for each
    lead. The fee per contract will be $.03 per STC watt for PV systems
    and $100 per contract for solar hot water systems
-   Installer is free at any time to discontinue participating in the Bring
    Solar Home Campaign
-   Installer agrees to use the Sales Force program provided by Solar San
    Antonio to record relevant information regarding pursuit of each
    lead.
SalesForce
SalesForce
What is SalesForce?
What is SalesForce?

•   Organize Data (Track Leads)

•   Save Time

•   Increase Communication

•   Increase Customer
    Satisfaction

•   Increase Revenues!
What is SalesForce?

•   Organize Data (Track Leads)

•   Save Time

•   Increase Communication

•   Increase Customer
    Satisfaction

•   Increase Revenues!
What is SalesForce?

•   Organize Data (Track Leads)

•   Save Time

•   Increase Communication

•   Increase Customer
    Satisfaction

•   Increase Revenues!
Accessibility
Accessibility
Accessibility
 - Internet Accessible Computer
       - iPhone & iPod Touch
     - Blackberry 8000 & 9000
        - Windows Mobile 6
Accessibility
 - Internet Accessible Computer
       - iPhone & iPod Touch
     - Blackberry 8000 & 9000
        - Windows Mobile 6
Accessibility
 - Internet Accessible Computer
       - iPhone & iPod Touch
     - Blackberry 8000 & 9000
        - Windows Mobile 6
Workflow Process


Home
Owner
Workflow Process


        Sign Up
Home
Owner
Workflow Process


        Sign Up
Home
Owner
Workflow Process


        Sign Up
Home              BringSolarHome.
Owner                   com
Workflow Process


        Sign Up                     Create
Home              BringSolarHome.    Lead
Owner                   com
Workflow Process


        Sign Up                     Create
Home              BringSolarHome.    Lead
Owner                   com
Workflow Process


        Sign Up                     Create
Home              BringSolarHome.    Lead
Owner                   com
Workflow Process


        Sign Up                     Create
Home              BringSolarHome.    Lead    SalesForce.com
Owner                   com
Workflow Process


        Sign Up                     Create
Home              BringSolarHome.    Lead    SalesForce.com
Owner                   com

                                                 Assign
Workflow Process


        Sign Up                     Create
Home              BringSolarHome.    Lead    SalesForce.com
Owner                   com

                                                 Assign
Workflow Process


        Sign Up                     Create
Home              BringSolarHome.    Lead    SalesForce.com
Owner                   com

                                                 Assign
Workflow Process


        Sign Up                     Create
Home              BringSolarHome.    Lead    SalesForce.com
Owner                   com

                                                 Assign
Workflow Process


        Sign Up                     Create
Home              BringSolarHome.    Lead           SalesForce.com
Owner                   com

                                                        Assign




                                        Installer
                                            1
Workflow Process


        Sign Up                     Create
Home              BringSolarHome.    Lead           SalesForce.com
Owner                   com

                                                        Assign




                                        Installer      Installer
                                            1              2
Workflow Process


        Sign Up                     Create
Home              BringSolarHome.    Lead           SalesForce.com
Owner                   com

                                                        Assign




                                        Installer      Installer     Installer
                                            1              2             3
Mobile App
Mobile App
Mobile App
Mobile App




             What you will see the first time you start
                            SalesForce
Mobile App
Mobile App




             What you will see the first time you start
                            SalesForce
Mobile App
Mobile App




             What you will see the first time you start
                            SalesForce
Mobile App
Mobile App




             What you will see the first time you start
                            SalesForce
Mobile App
Mobile App

                                                           Select your
                                                              phone
                                                         manufacturer to
                                                          continue with
                                                           the training.




             What you will see the first time you start
                            SalesForce
Mobile App
Mobile App
Mobile App
Mobile App
Mobile App
Mobile App
Mobile App
Mobile App




             Create 5 digit passcode.
Mobile App
Mobile App




             Create 5 digit passcode.
                 (DO NOT use 12345!)
Mobile App
Mobile App




             Create 5 digit passcode.
                 (DO NOT use 12345!)
Mobile App
Mobile App

                                        This will be the
                                        first screen you
                                         see after you
                                          enter your
                                           passcode.




             Create 5 digit passcode.
                 (DO NOT use 12345!)
Mobile App
Mobile App

                                        This will be the
                                        first screen you
                                         see after you
                                          enter your
                                           passcode.


                                         This screen will
                                          show all the
                                        contacts that are
                                        assigned to you.


             Create 5 digit passcode.
                 (DO NOT use 12345!)
Contact Page




         21
Contact Page

                All the contacts
               information from
               BringSolarHome.
                  com will be
                  stored here.




         21
Contact Page

                All the contacts
               information from
               BringSolarHome.
                  com will be
                  stored here.




                 Includes the
                ability to log a
                    call, and
               document tasks
         21       and events.
Contact Page

                All the contacts
               information from
               BringSolarHome.
                  com will be
                  stored here.




                 Includes the
                ability to log a
                    call, and
               document tasks
         21       and events.
Contact Page

                All the contacts
               information from
               BringSolarHome.
                  com will be
                  stored here.




                 Includes the
                ability to log a
                    call, and
               document tasks
         21       and events.
Contact Page

                All the contacts
               information from
               BringSolarHome.
                  com will be
                  stored here.

                Will include a
               “status” box to
                  track the
               progress of the
                   contact.

                 Includes the
                ability to log a
                    call, and
               document tasks
         21       and events.
Logging Tasks
Mobile App
Logging Tasks
Mobile App
Logging Tasks
Mobile App
Logging Tasks
Mobile App
Logging Tasks
Mobile App
Logging Tasks
Mobile App
Logging Tasks
Mobile App
Logging Tasks
Mobile App
                    You can insert
                   comments, and
                  set due dates for
                   certain tasks to
                    be completed.
                  (Calls/Site Visits)
Logging Tasks
Mobile App
                    You can insert
                   comments, and
                  set due dates for
                   certain tasks to
                    be completed.
                  (Calls/Site Visits)




                  The status of the
                   call/task can be
                          set.
Logging Tasks
Mobile App
                    You can insert
                   comments, and
                  set due dates for
                   certain tasks to
                    be completed.
                  (Calls/Site Visits)




                  The status of the
                   call/task can be
                          set.
Logging Tasks
Mobile App
                    You can insert
                   comments, and
                  set due dates for
                   certain tasks to
                    be completed.
                  (Calls/Site Visits)




                  The status of the
                   call/task can be
                          set.
Solar San Antonio Beta Test Results

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Solar San Antonio Beta Test Results

  • 1. Beta Test Results An initiative of Solar San Antonio to help homeowners “go solar.”
  • 2. What They Want - from Where 2
  • 9. FY 2011 Solar Rebates Solar PV Solar Thermal Paid rebates:  142 - Paid rebates:  23 - Average Rebate: $2.86/AC watt - Average Price per kWh: $2.65 - Average rebate payment: $18,800 - Average Price of Install: $6,431 - Pending rebate payments:  99* - Average rebate payment: $1,455 - Total projects: 241 - Total rebates paid:  $2,672,758 - Estimated rebates to be paid:  99 x $18,800 =  $1,861,200 - Total estimated rebate demand in FY 2011 = $4.5 million - STEP 6% allocation from total FY 2011: $38.1 million x 6% = $2.286 million - Excess of Demand over STEP target: $4.5 - 2.286 = $2.214 million •Of the 99 pending applications, we have assumed all to be PV
  • 10. FY 2012 Solar Rebates - STEP Total Allocation = $53.6 million - Solar 6% = $3.216 million - $2.50 per AC Watt - $3.216 / 2.50 AC Watt = 1286 kW AC - 1286 kW AC = 1504 kW DC - Average Installation = 7.65 kW DC - 1504 kW DC / 7.65 kW DC = 196 units* * Does not include Schools at $3.00 per AC Watt Installations rebated at $1.65 per AC Watt Does not include solar thermal
  • 11. Phase II Official Launch Date: March 1, 2011 Concluding Date: August 1, 2011 An initiative of Solar San Antonio to help homeowners “go solar.”
  • 12. CONTRACT DETAILS & CHANGES TO PHASE II An initiative of Solar San Antonio to help homeowners “go solar.”
  • 13. Contract Details ✓ Must be a “Solar Professional” member of Solar San Antonio ✓ Agreement signed to participate ✓ Must be eligible to participate in CPS Energy solar rebate program ✓ For each lead received, an initial contact to the lead will be made within the given time period ✓ Failure to contact a lead within this time period will result in forfeit of the lead. The lead will then be distributed to another installer. ✓ Installer may not contact a forfeited lead. ✓ For each lead that results in contract, installer will pay a fee to Solar San Antonio. ➡ PV up to and including 5 kW, installer will pay $100 per contract ➡ PV larger than 5 kW will pay $.03 (three cents) per watt ➡ Solar hot water contracts, installer will pay a flat fee of $50 ➡ For contracts other than PV or hot water, e.g. attic fans, solar screens, etc., resulting from a BSH lead, installer will pay 1% of the total contract price to Solar San Antonio. ✓ Installer agrees to make payment due to Solar San Antonio at the time installer receives payment for the work to be performed.
  • 14. Changes to the Contract - Installer agrees that for each lead received, an initial contact to the lead will be made within two weeks of the receipt of the lead. - Installer agrees to pay a fee of $20 (twenty dollars) for each lead received. - If installer is a participant in the commercial lead portion of the Bring Solar Home Campaign, installer agrees to pay a fee of $100 for each lead. The fee per contract will be $.03 per STC watt for PV systems and $100 per contract for solar hot water systems - Installer is free at any time to discontinue participating in the Bring Solar Home Campaign - Installer agrees to use the Sales Force program provided by Solar San Antonio to record relevant information regarding pursuit of each lead.
  • 17.
  • 19. What is SalesForce? • Organize Data (Track Leads) • Save Time • Increase Communication • Increase Customer Satisfaction • Increase Revenues!
  • 20. What is SalesForce? • Organize Data (Track Leads) • Save Time • Increase Communication • Increase Customer Satisfaction • Increase Revenues!
  • 21. What is SalesForce? • Organize Data (Track Leads) • Save Time • Increase Communication • Increase Customer Satisfaction • Increase Revenues!
  • 22.
  • 25. Accessibility - Internet Accessible Computer - iPhone & iPod Touch - Blackberry 8000 & 9000 - Windows Mobile 6
  • 26. Accessibility - Internet Accessible Computer - iPhone & iPod Touch - Blackberry 8000 & 9000 - Windows Mobile 6
  • 27. Accessibility - Internet Accessible Computer - iPhone & iPod Touch - Blackberry 8000 & 9000 - Windows Mobile 6
  • 29. Workflow Process Sign Up Home Owner
  • 30. Workflow Process Sign Up Home Owner
  • 31. Workflow Process Sign Up Home BringSolarHome. Owner com
  • 32. Workflow Process Sign Up Create Home BringSolarHome. Lead Owner com
  • 33. Workflow Process Sign Up Create Home BringSolarHome. Lead Owner com
  • 34. Workflow Process Sign Up Create Home BringSolarHome. Lead Owner com
  • 35. Workflow Process Sign Up Create Home BringSolarHome. Lead SalesForce.com Owner com
  • 36. Workflow Process Sign Up Create Home BringSolarHome. Lead SalesForce.com Owner com Assign
  • 37. Workflow Process Sign Up Create Home BringSolarHome. Lead SalesForce.com Owner com Assign
  • 38. Workflow Process Sign Up Create Home BringSolarHome. Lead SalesForce.com Owner com Assign
  • 39. Workflow Process Sign Up Create Home BringSolarHome. Lead SalesForce.com Owner com Assign
  • 40. Workflow Process Sign Up Create Home BringSolarHome. Lead SalesForce.com Owner com Assign Installer 1
  • 41. Workflow Process Sign Up Create Home BringSolarHome. Lead SalesForce.com Owner com Assign Installer Installer 1 2
  • 42. Workflow Process Sign Up Create Home BringSolarHome. Lead SalesForce.com Owner com Assign Installer Installer Installer 1 2 3
  • 44. Mobile App Mobile App What you will see the first time you start SalesForce
  • 45. Mobile App Mobile App What you will see the first time you start SalesForce
  • 46. Mobile App Mobile App What you will see the first time you start SalesForce
  • 47. Mobile App Mobile App What you will see the first time you start SalesForce
  • 48. Mobile App Mobile App Select your phone manufacturer to continue with the training. What you will see the first time you start SalesForce
  • 52. Mobile App Mobile App Create 5 digit passcode.
  • 53. Mobile App Mobile App Create 5 digit passcode. (DO NOT use 12345!)
  • 54. Mobile App Mobile App Create 5 digit passcode. (DO NOT use 12345!)
  • 55. Mobile App Mobile App This will be the first screen you see after you enter your passcode. Create 5 digit passcode. (DO NOT use 12345!)
  • 56. Mobile App Mobile App This will be the first screen you see after you enter your passcode. This screen will show all the contacts that are assigned to you. Create 5 digit passcode. (DO NOT use 12345!)
  • 58. Contact Page All the contacts information from BringSolarHome. com will be stored here. 21
  • 59. Contact Page All the contacts information from BringSolarHome. com will be stored here. Includes the ability to log a call, and document tasks 21 and events.
  • 60. Contact Page All the contacts information from BringSolarHome. com will be stored here. Includes the ability to log a call, and document tasks 21 and events.
  • 61. Contact Page All the contacts information from BringSolarHome. com will be stored here. Includes the ability to log a call, and document tasks 21 and events.
  • 62. Contact Page All the contacts information from BringSolarHome. com will be stored here. Will include a “status” box to track the progress of the contact. Includes the ability to log a call, and document tasks 21 and events.
  • 70. Logging Tasks Mobile App You can insert comments, and set due dates for certain tasks to be completed. (Calls/Site Visits)
  • 71. Logging Tasks Mobile App You can insert comments, and set due dates for certain tasks to be completed. (Calls/Site Visits) The status of the call/task can be set.
  • 72. Logging Tasks Mobile App You can insert comments, and set due dates for certain tasks to be completed. (Calls/Site Visits) The status of the call/task can be set.
  • 73. Logging Tasks Mobile App You can insert comments, and set due dates for certain tasks to be completed. (Calls/Site Visits) The status of the call/task can be set.

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