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

2. Introductions

3. Colorado residential rebates teamAC
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)

4. Rebate Operations team

5. 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

6. 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

7. 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)

9. Choose “Heating & Cooling”

10. GSHP page

11. Registered Contractors link

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

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

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

18. Accompanying invoice

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

20. 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

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

23. Have a process and a spreadsheet
EASY
5 steps to easy rebates
Scan
and
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

24. Look here first

25. Page 3

26. 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

27. Page 3

28. Work faster, get approvals faster
Page 6

29. 2013 Rebate application forms
ed today

30. Page 6

31. Really!

32. ?
Q & A time

33. Ann Kirkpatrick 33

34. Overview of 2013 Colorado Custom Rebate Program for Geothermal Projects

35. Trade Relation Managers
Derek Shockley
Commercial Programs Handled by Derek:
Lighting Efficiency, Data Center Efficiency, Recommissioning
Energy Design Assistance, Energy Efficient Buildings     
Bob Macauley
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

36. 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– M - F 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

37. 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

38. 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

39. 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.

40. 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.

46. Trade Partners Web site

49. Business Trade Relation Managers
Derek Shockley
Commercial Programs Handled by Derek:
Lighting Efficiency, Data Center Efficiency, Recommissioning
Energy Design Assistance, Energy Efficient Buildings     
Bob Macauley
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