1. Prescriptive Residential and Nonresidential Programs

2. Technical Reference Manual - TRM
Purpose
Statewide process to determine attributes of prescriptive measures and how savings for prescriptive measures will be calculated
Provides transparency into savings calculations to all parties
All utilities will be guided by this reference
Allows all stakeholders to complete cross program comparisons between utilities when reviewing energy efficiency plan filings and compliance reports
Transparency savings – this is important for future environmental compliance initiatives, such as: CCP and Iowa State Energy Plan
All utilities = Three IOU’s, Munis and Co-ops that chose to implement the TRM
Be positive about TRM – THIS IS A MUST

3. How does the TRM impact trade allies?
Applications – Global and measure details
Additional details about home or businesses buildings and equipment will need to be captured
Annual review process/program changes
Normal annual review of measures, however formal stakeholder process requires consensus of the changes by all stakeholders and IUB approval and may impact the incentives provided

4. Changes to 2017 Application
TRM changes
Global
REQUIRED
Additional information on home/building
Product specific
Additional product specific information
Point to the General Session that introduced the TRM.
Global and product specific information is required.
Be positive about the TRM benefits.

5. 2017 Application - Global Information
Residential-
Customer Information
address – enhanced communications
Home Type (SF, MF, Manufactured)
Replacement/New Install/New Construction
Heating, Cooling, Water heating
Fuel,
Size
Quantity
System Age
Existing Efficiency
Number of Bedrooms
Cost Breakdown
Equipment
Labor (external only)
Other
Highlight that addresses will be used for enhanced communications with customer and trade ally next year when new system is in place
Mention that external labor is the people in the room, not customer labor

6. 2017 Application - Global Information
Nonresidential
Building Size
Year constructed
Own/rent
Replacement/New Install/New Construction
Heated or Cooled space
Heating fuel
Facility type
Industrial (24)
Commercial (35)
Agriculture (6)
Cost Breakdown
Equipment
Labor (external only)
Other
Mention that external labor is the people in the room, not customer labor

7. Residential HVAC 2017 Application Changes AHRI Spec Sheets
Total Installed Cost Breakdown
Point out the new layout.
Cost Breakdown
Equipment
Labor (external only)
Other

8. Nonresidential Lighting
2017 Application Changes
Nonresidential Lighting
Qualified Product List (DLC QPL) Reference number
Lumen range specified for new equipment
One-for-One Replacement
(e.g. Custom- 2-4 foot lamps/ fixtures replacing 8 foot lamps/fixtures NOT accepted)
Point out that Lumens & Watts are used for new and watts are used for replacement equipment
Reference General Session DLC 4.0 not until 2018.

9. Eligible DLC Categories - Example
LED Troffer Fixtures and Retrofit Kits:
1’ x 4’, 2’ x 2’ and 2’ x 4’ luminaires for ambient lighting of interior commercial spaces
Retrofit kits for 1’X 4’, 2’ x 2’ and 2’x 4’ luminaires for ambient lighting of interior commercial spaces
Lamp-style retrofit kits for linear panels (1’ x 4’, 2’ x 2’ and 2’ x 4’ troffers)
Linear retrofit kits for 1’ x 4’, 2’ x 2’ and 2’ x 4’ luminaires
Integrated retrofit kits for 1’ x 4’, 2’ x 2’ and 2’ x 4’ luminaires
For example the eligible DLC categories for LED Troffer fixtures and retrofit kits are:
Luminaires for ambient lighting of interior commercial spaces
Lamp-style retrofit kits for linear panels
Linear and Integrated retrofit kits
These are the only DLC categories that qualify for this rebate

10. Eligible DLC Categories - Example
LED High/Low Bay Fixtures and Retrofit Kits:
Low-bay luminaires for commercial and industrial buildings
High-bay luminaires for commercial and industrial buildings
High-bay aisle luminaires
Retrofit kits for low-bay luminaires for commercial and industrial buildings
Retrofit kits for high-bay luminaires for commercial and industrial buildings
Like what we showed you for troffers,
The eligible DLC categories are listed here. (read screen)
These are the only DLC categories that qualify for this rebate

11. Nonresidential HVAC 2017 Application Changes AHRI Spec Sheets
Heat Pump Water Heater
Conditioned space
Ground Source Heat Pump
Water Source Closed Loop - Custom
Full and partial efficiency
ENERGY STAR GSHP Water Source Open Loop cannot meet program requirements in many cases, so Custom will be used. PREAPPROVAL!

12. Eligibility for a 2016 Nonresidential Rebate
To qualify for 2016 rebates:
Customer must be invoiced for the purchased equipment prior to Jan. 1, 2017:
Actual payment for the above invoice must be made prior to Feb. 1, 2017
Proof of payment must be submitted with application- Proof of payment includes: credit card receipt/statement, canceled check, money order receipt or wire transfer documentation
Installation must be completed and rebate application submitted within six months of the equipment invoice date
Last year, rebate levels changed, especially lighting, since it had been a while since we had large rebate changes, some trade allies asked for more clarity on how to determine which program year incentives will be used for a project.
Rebate levels are changing again this year in many programs. Here is how you determine if your project is eligible for a 2016 rebates. You must meet one of the requirements to qualify for 2016 rebates.

13. DesignLights Consortium V4.0 Changes
V4.0 focuses primarily on efficacy improvements (Estimated that 40% of current listings impacted)
Important Dates:
1/1/2017 DLC will label non-compliant V4.0
lights; but remain in active status
1/1/2017 Non-compliant V4.0 lights still eligible to participate in MidAmerican’s programs
4/1/ Non-compliant V4.0 will be removed from active status on DLC QPL
12/31/17 Non-Compliant V4.0 Applications post-marked by this date to receive rebates
1/1/ Non-compliant V4.0 no longer eligible to participate in MidAmerican’s programs
Reference wisdom from general session.

14. Website address: www.designlights.org
DLC Web Site
Website address:
To qualify for MidAmerican lighting incentive, measure must be DesignLights Consortium (DLC) listed.
Website address:
Website is under maintenance
not always available
alternate option: download Excel spreadsheet
From HomePage select Search the DLC QPL or go to excel spreadsheet.

15. Website address: www.designlights.org
DLC Web Site
Website address:

16. DLC QPL Search Tool
Here is where you can define your search by using Search by Keyword (model number or product code if available) or Manufacturer fields.
Model number/product code is a more specific search, while the manufacturer name will cast a wider search net.
Don’t forget the option to select de-listed products here.

17. Shorten / Lengthen model number XX are wildcard fields
Helpful Hints
Ways to refine search
Spaces, Dashes, Slashes
Shorten / Lengthen model number
XX are wildcard fields
Use manufactures specification sheet to assist in refinement
I like to start with first 5 or 6 character of a model number, all squished together. Then try different refinement strategies. No rhyme or reason, try anything you think looks like it could be a model number.
Need to Update Search by clicking the orange box or in the blue search box, click on the search icon.
You can also select to include de-listed products from this screen too.

18. Search By Model Number Example of search results.
Point out location of Lumens, Wattage, and DLC Product Code.

19. Search By Model Number

20. Search By DLC Product Code
Example of search results.
Point out location of Lumens, Wattage, and DLC Product Code.

21. DLC QPL Search Tool Exceptions
Relabeled/Repackaged Product (need a “bridge” document to tie the two model numbers together)
Ex: Letter from manufacturer
Manufacturer product number is not the same as manufacturer model number
Ex: Philips
Manufacturer catalog number equals manufacturer model number
Ex: Lithonia
Best bridge document would be a letter from manufacturer, example to follow.
Phillips specification sheet lists Product No. then Model No.; please use Model No when filling out the application. DLC uses the model number.
Lithonia catalog number example follows.

22. Ex: Bridge document

23. Ex: PHILIPS InstantFit LED T8 Lamps
Here is an example of the Philips specification sheet.

24. Ex: LITHONIA GTL LED Troffers
Example of Catalog number equaling the manufacturer model number.

25. Ex: LITHONIA GTL LED Troffers
Example of Catalog number equaling the manufacturer model number.

26. DLC logo on spec sheet does not always equate to DLC QPL listing
DLC Documents
DLC logo on spec sheet does not always equate to DLC QPL listing
Supporting documentation:
DLC screen image
DLC Product number
Specification sheet
“Bridge”
Ensure that you discuss that there will be changes to the DLC QPL so you will want to look at the DLC site to ensure that your equipment is still listed.
Talk about which screen image and what information needs to be on the screen image; see image example above.
Can write DLC Product number on application, or include on invoice detail.

27. RESIDENTIAL EQUIPMENT - Pre-enrollment

28. RESIDENTIAL EQUIPMENT - Pre-enrollment Deadline!!!
All A/C installed in 2016, but not tested, must be pre-enrolled by Dec. 31, 2016.
If NOT pre-enrolled, not eligible for a rebate.

29. Simplified Enrollment Process
Add customer and click Save and Continue
Select Start new Job
Name the job, select the job type (2016 MidAmerican A/C rebate) and click on the first “save and continue” button
Confirmation
If two units, then click on “view customer jobs” to return to the customer record page and repeat the process

30. Step 1 - Pre-enrollment - Customer Information

31. Step 2 – Pre-enrollment - Start a New Job

32. Step 3 – Pre-Enrollment - Save and Continue

33. Step 4 - Pre-enrollment - Confirmation

34. A/C Commissioning Steps
Set and confirm airflow.
Charge unit according to OEM recommendations.
Perform SAVE test.

35. General Testing & Communication Tips
Review test prior to submitting.
Can’t find fan table.
Contact distributor
Call us
Test on high or test mode.
Carry fan tables and capacities with you.
Requests for retest
Need to be complete test
If not complete test, explain in comments section

36. Comments Section

37. AC Heat Pump Technical Bulletin.
This is showing where in the SAVE software they can find more detailed information on commissioning and SAVE testing AC’s and Heat pumps. All SAVE contractors have this available to them in the software but they may not know it is there.

38. SAVE Certification Pitfalls

39. SAVE Certification Pitfalls
Measurements outside OEM Specs/Installation Manual.
Measured Total ESP
Temperature Rise
CFM per ton for air conditioning
Not running unit for minutes.
Fan Speed does not match fan table

40. SAVE Certification Pitfalls
4. Not using adjusted capacity tables.

41. Thank you & Questions