Home Performance Program “Healthy, Comfortable & Efficient” Mike Corbett January 28, 2019

2018 SMUD HPP Program Recap Total jobs submitted 1,403 A record! Total jobs paid rebate 1,205 A record! Total jobs submitted June 1 forward, 1,050 Total paid rebates in 2018 $3,504,526.25 GWH Saved: 5.8 GWH Gas-to-Electric: 1.2

Thank you for the great job in 2018! Summary of Package Measures 999 Heating and Cooling Packages 246 Seal and Insulate Packages 312 Airflow Bonus 11 Cooktop Bonus 166 HPSH Bonus 51 HPWH Bonus 24 Gas to Electric Home Bonus 22 Window Bonus 41 Whole House Fans Bonus 1 Pool Pump Bonus

2019 Looking Ahead! Heat Pump Water Heater Program Marketing SMUD goals for carbon reduction have lead us to ramp up efforts to convert gas water heaters to heat pump water heaters We have an approved rebate form you can use to offer your customers an instant rebate (just like you do in HPP) 7-10 days or less to process rebate upon receipt Marketing SMUD logo in design for your exclusive use Workflow process changes beginning in second quarter. Faster rebate processing

2019 Program Changes Contractor Participation Agreement New requirements HPP Package performance standards Increased clarity, 2018 common exceptions added, new handbook. Bonus Measures Seal & Insulate to include airflow bonus Heating & Cooling to include window bonus Gas to Electric Home, All electric ready plus EV circuit requirement, New bonus added for HPWH circuit

Contractor Participation Changes Must hold a General B and C-20 license Must employ a BPI Building Analyst certificate holder full-time HPP contractors must complete 3 jobs every 90 days to stay on the list of HPP contractors on the SMUD website New contractors must complete 5 jobs in first 90 days, 3 of which need to include both Seal & Insulate and Heating & Cooling packages. Start date for new contractors begins the date in-office or video job submission mentoring is complete. All current contractors must sign the new Participation Agreement and sign and acknowledge receipt of and understanding of the new Contractor Handbook Changes will go into effect March 1, 2019

Performance Standards Changes Seal and Insulate SLA leakage reporting must reflect the “as found” conditions Old Homes Rules Ducts If planning to use existing ductwork, it must be sealed to 5% If replacing ductwork, must be sealed to 5%. May claim an exception for leakage if all ducts are replaced and home has inaccessible duct work Heating and Cooling A/C systems/Heat Pumps must have a 2-stage compressor Package A/C/Heat Pumps under 3 tons Must have a 2-stage compressor, SEER greater than 15 Any thermostat is allowed that is Wi-Fi, 7-day programmable with multiple set-backs per day capability Ducts sealed and insulated to T24 standards

Rebate Changes Seal & Insulate: Heating & Cooling: $500 Airflow bonus now allowed if 400 CFM per ton achieved Heating & Cooling: $500 Window bonus now allowed Gas to Electric- HPWH Bonus Circuit: If a customer choses to convert their furnace and not their gas water heater, an additional $500 bonus for installing a circuit for future installation of a HPWH can be included Gas to Electric Home Bonus: No induction. SMUD has a $100/$500 stand-alone rebate Rule is: Home is all electric ready plus an EV charger circuit HPWH, HPSH, Cooktop/range, Dryer, EV Charger

Exception Process Changes No Smart Thermostat exception needed as long as the 7-day programmable, Wi-Fi with multiple set-backs per day requirement is met Photo documentation must be submitted with the exception request showing the reasons program performance standards cannot be met. All exception requests must contain the cause for the exception request AND the steps being taken to maximize post-retrofit conditions to show due-diligence.

2nd Quarter Changes Data Collection April 2019 Photos HERS, CF3R Copy of contract/workorder Home information for future opportunities in SMUD programs April 2019 New workflow integration Contractor tools/training

SMUD Line Design & Construction Design & Construction home page www.smud.org/construction This has links to all our Electric service requirement books as well as a link to the “Project application” web page as well (Link is below). It also has links to the different processes…More pertinent to this meeting would be the “Meter and Service” slideshow (https://www.smud.org/en/Business-Solutions-and-Rebates/Design-and-Construction-Services/Meter-and-Service) If you quickly go through each slide, it describes the process and some of the timelines… There is also a phone number on our home page for when customers and/or contractors have questions or need to reach the Design dept. (916-732-5700)  

SMUD Line Design & Construction Project Application website www.smud.org/projectapplication Users will need to create a separate login that is specific to this page. Reach out as early as possible and/or before doing any work to discuss specific requirements with a designer. We see quite a few jobs where the work was done ahead of contacting SMUD Design, the local agency has inspected the panel; however the work does not meet all SMUD requirements and additional work is needed.

SMUD Line Design & Construction www.smud.org/construction Meter and Service Slideshow for instructions on how to submit a new service or rewire  First time users create an account by registering now If you already have an account, “Project Application Login” Also on this page… SMUD rules and regulations Electric Service Requirements (ESR’s) T002 Residential Overhead T003 Residential Underground  Can also reach out to call center to submit

SMUD Line Design & Construction Important Contacts: General Question Prior to Designer Assignment: North - Thanh Dang (916)732-5755 South – James Cook (916)732-6012 Same Day DR/RC, Access and Cutover Appointments (916)732-7074 SMUD Inspector The SMUD Inspector you will be working with will depend on the area of SMUD service territory you are working in. Please contact your assigned Designer for the contact information of the SMUD Inspector.

SMUD Marketing & Branding Helen Werner to Speak

Thank you Thank you for your participation today! We want to be the YES desk for you to help you and the homeowner and SMUD achieve success through the HPP program.

Questions ?