Ground Source Heat Pump Rebates 2013 February 13, 2013 Ann Kirkpatrick, Trade Relations Manager

Introductions

Colorado residential rebates team AC From left: Kristin Leiker, marketing assistant (MA) David Hueser, manager of the team and product manager (PM) - heating Ann Kirkpatrick, channel manager Christmas Ramirez, PM – insulation and air sealing, evap cooling Bruce Peterson, PM – ENERGY STAR® New Homes (ESNH) Stephanie Doyle, MA and PM – shower heads Phil Flaherty, PM – AC (plus business products) Heather Sack, MA Margarita Alarcon, PM – Evap cooling and water heating (plus business products) Jackie Ducharme, PM – Home Energy Audits (HEA) and Home Performance with ENERGY STAR® (HPwES)

Rebate Operations team

2013 Rebate goals Program Goal 2012 Achieved 2012 Goal 2013 AC 2,010 2,243 GSHP 5 22 Evap Cooling 4,298 4,350 4,630 HPwES 200 526 300 Heating 6,500 3,508 Insulation 8,000 4,481 5,500 Wtr Heat 3,070 1,869 2,970

GSHP rebate highlights $300 / ton, maximum 5 tons ($1,500) Closed ground loop installs only Minimum 3.3 COP and 14.1 EER rating ENERGY STAR website listing Rebate for cooling only Residential customers using Xcel Energy electricity

Prescriptive vs Custom rebate GSHP is “pre-approved” If it meets qualifications Rebate amounts predictable True for all residential rebates Custom No “pre-approval” Different process (business customers)

www.xcelenergy.com

Choose “Heating & Cooling”

GSHP page

Registered Contractors link

Trade partner participation Contractor ID Certification – one per company: IGSHPA loop installer certification NATE GSHP certification Either one

The ideal process Complete application, attach invoice Xcel Energy receives packet Email packet to Xcel Energy Check cut to customer / contractor Rebate reviewed and approved 6 – 8 week average

If it needs work Make corrections Xcel Energy receives packet Email packet to Xcel Energy Check cut to customer / contractor Rebate reviewed and approved 6 – 8 weeks average, then another 6 – 8 weeks

Accompanying invoice

Managing rebate applications Minimize your time Keep customers happy Get rebates processed quickly

Customer manages process They call you for status You don’t know what they sent in Or when It could cost you or your team extra time

Contractor manages process You know the paperwork’s done With invoice attached You have a record of it, via email You can use it as an opportunity to ask for a referral

residentialrebates@xcelenergy.com

Have a process and a spreadsheet EASY 5 steps to easy rebates Scan and email Read my newsletters Keywords: Steps, Goal, achievement, process Attention to details rebate application You own the process Have a process and a spreadsheet Verify equipment qualifies

Look here first

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Energy Experts team 800-824-1688 Molli Michelle Tim Amanda Jim Paul Left to right are, Molli Eberhardt, Jim Waldhart-Adams, Michelle Peeso, Paul Wickland, Tim Bartels and Amanda Turner. Jim Paul

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Work faster, get approvals faster Page 6

2013 Rebate application forms Emailed today

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Really!

? Q & A time

Ann Kirkpatrick Ann.kirkpatrick@xcelenergy.com 303-294-2943 33

Overview of 2013 Colorado Custom Rebate Program for Geothermal Projects

Trade Relation Managers Derek Shockley 303-294-2082 John.D.Shockley@XcelEnergy.com  Commercial Programs Handled by Derek: Lighting Efficiency, Data Center Efficiency, Recommissioning Energy Design Assistance, Energy Efficient Buildings      Bob Macauley 303-294-2675 Robert.Macauley@XcelEnergy.com  Industrial Programs Handled by Bob: Heating - Cooling, Compressed Air, Motors/VFDs Refrigeration Efficiency, Energy Management Systems  We can help you with Custom Efficiency and Energy Analysis

Business Solutions Center (BSC) Colorado Contact Information Energy Efficiency Specialists Business Solutions Center (BSC) Energy Efficiency Specialists serve small to mid-sized business customers trade allies to help them develop long-term energy management programs. 1–800–481–4700 M - F 8 a.m. – 5 p.m. MT Learn about program details, qualifications and deadlines Get assistance with completing applications, rebate forms, customer proposals, projects and rebate status Request customer billing history (signed utility releases consent form required) Field reps available for on site help

Custom (Non-Prescriptive) Programs For equipment and conservation efforts outside Prescriptive Programs Only for commercial / industrial customers ***Preapproval required Rebate amounts and energy savings vary by project

Custom (Non-Prescriptive) Programs Custom Programs include: Windows Insulation Geothermal applications Roofing Window tinting Energy Management Systems Business New Construction Energy Design Assistance Data Center Efficiency

Custom Programs Separate CUSTOM rebate application is required Preapproval typically takes less than 10 business days and is REQUIRED before equipment is purchased or installed The customer may incur engineering costs prior to our preapproval date to identify implementation alternatives. The customer must notify Xcel Energy of these costs prior to our preapproval analysis so we can include the itemized costs in our analysis.

Custom Programs Preapproval letter will outline energy savings and rebate amount Will also include time frame for implementation – typically 24 months If project scope changes it may require reanalysis Rebate amounts vary with the project’s energy savings. But the more energy your project saves, the more rebate dollars you earn – up to $400 per kilowatt (KW) of electricity and $4 per dekatherm (Dth) of gas saved.

Trade Partners Web site

Business Trade Relation Managers Derek Shockley 303-294-2082 John.D.Shockley@XcelEnergy.com  Commercial Programs Handled by Derek: Lighting Efficiency, Data Center Efficiency, Recommissioning Energy Design Assistance, Energy Efficient Buildings      Bob Macauley 303-294-2675 Robert.Macauley@XcelEnergy.com  Industrial Programs Handled by Bob: Heating - Cooling, Compressed Air, Motors/VFDs Refrigeration Efficiency, Energy Management Systems  We can help you with Custom Efficiency and Energy Analysis