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

2. 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 $3,504,526.25
GWH Saved: 5.8
GWH Gas-to-Electric: 1.2

3. 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

4. 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

5. 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

6. 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

7. 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

8. 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

9. 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.

10. 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

11. SMUD Line Design & Construction
Design & Construction home page
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 (
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. ( )

12. SMUD Line Design & Construction
Project Application website
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.

13. SMUD Line Design & 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

14. SMUD Line Design & Construction
Important Contacts:
General Question Prior to Designer Assignment:
North - Thanh Dang (916)
South – James Cook (916)
Same Day DR/RC, Access and Cutover Appointments
(916)
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.

15. SMUD Marketing & Branding
Helen Werner to Speak

16. 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.

17. Questions ?