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National Grid’s Commercial & Industrial Energy Efficiency Programs Informational & Technical Reference Guide (revised 02/29/14) National Grid - UNY 1125 Broadway Albany, NY 12204

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Page 1: EE Engineering Documents Cover + Table of Contents 02 … · Table of Content Page -1 Custom Program - Guidelines and Caps - -2 National Grid - UNY - Service Territory Map (NIMO)

National Grid’s Commercial & Industrial

Energy Efficiency Programs Informational & Technical Reference Guide

(revised 02/29/14)

National Grid - UNY 1125 Broadway Albany, NY 12204

Page 2: EE Engineering Documents Cover + Table of Contents 02 … · Table of Content Page -1 Custom Program - Guidelines and Caps - -2 National Grid - UNY - Service Territory Map (NIMO)

Table of Content Page - 1 Custom Program - Guidelines and Caps - - 2 National Grid - UNY - Service Territory Map (NIMO)

- - 3 – 5 Sales Territories for Up-State New York (UNY)

- Sorted by County, Zip Code and Demand - 6 Quick Reference - Natural Gas - - 7 Quick Reference – High Efficiency Heating Equipment - - 8 Quick Reference - Electric Programs - - 9 Custom Lighting – Eligibility Requirements - - 10 Customer Direct Option (CDO) and Small Business Guidelines - - 11 Engineering Requirements – Studies and Assessments - - 12 –13 EMS Points List – Typical Prescriptive EMS Points - - 14 –15 Benefit Cost (BC) Screening Methods - Screening Tool - - 16 Field Tools – Screening Methods, Information Gathering Form - - 17–18 Comprehensive Analysis Description

Screening Multiple Measures to Carry a Measure w/ a BC < - - 19 UESC – Utility Energy Services Contracts - - 20 SEMP – Strategic Energy Management Plan - - 21 National Grid Programs EE Study Check List

PROGRAMS CAN CHANGE WITHOUT NOTTICE! For Program Details and Current Incentive go to:

www.nationalgrid.com

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National Grid (NG) – Custom Program C&I – Gas and Electric Guidelines and Caps Programs Can Change without Notice 1) Natural Gas Incentives – for customers who pay the System Benefits Charge (SBC): - $2.25 per therm for 1st year energy saved, or 50% of the project cost, whichever is less; also subject to program caps. Simple payback deleted terms deleted 2) Electric Incentives - for customers that pay the SBC: A) Industrial customer with peak demand less than 2 MW and commercial customers under 2 MW: - $0.131 per kwhr lighting and lighting controls incentive - $0.197 per kwhr other electric projects - incentives are limited to 50% of the project cost Simple payback deleted terms deleted B) Industrial customers with a peak demand greater than 2 MW - $0.131 per kwhr lighting and lighting controls incentive - $0.292 per kwhr other electric projects - incentives are limited to 50% of the project cost Simple payback deleted terms deleted Notes: a) Simple Payback before incentive typically needs to be half of the measure life Ex: Motors and VFDs Measure Life = 15 years would need a <7.5 year simple payback before NG incentive. b) Only include the project costs that are necessary for the energy saving, Ex: Don’t include the asbestos abatement in a boiler project. c) When running the Benefit/Cost Screening tool, calculate the average Peak Demand based on electric use during June, July and August between 4:00 pm and 5:00 pm d) All projects must be screened and pass National Grid’s custom Benefit/Cost Screening Tool with a B/C>1. e) Normal vs. Retrofit , incentive up to 100% of the incremental cost, including labor can be paid to upgrade from building code minimum or industry standards to high efficiency options. f) Comprehensive Analysis - screen at a measure level and if a measure screens at .85 - .99, it still passes without program costs, the measure then can be combined or packaged with other measures that all BC screen >1. You can not package gas and electric measures.

rev 02/29/14

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National Grid UNY - Territory Map (NIMO)

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02/25/2014 1 of 3

Commercial Energy Consultants (CEC) – Sales >250 kW

(average monthly demand) Also, manage <250 for all municipalities, jurisdiction/managed (account

development), RAS and national accounts

UNY –All Regions

CEC/Sales Mgr. Work Phone Cell Phone Email

Manager – UNY

(>250 kW)

Laurie Poltynski 518-433-3797 518-744-2681 [email protected]

Eastern Region

County CEC/Sales Rep Work Phone Cell Phone Email

Schoharie Dan Merrill 518-433-3741 518-810-6161 [email protected]

Otsego Dan Merrill 518-433-3741 518-810-6161 [email protected]

Montgomery Dan Merrill 518-433-3741 518-810-6161 [email protected]

Albany * Dan Merrill 518-433-3741 518-810-6161 [email protected]

Albany * Jim Baker 518-433-3505 518-421-6291 [email protected]

Rensselaer Jim Baker 518-433-3505 518-421-6291 [email protected]

Columbia Jim Baker 518-433-3505 518-421-6291 [email protected]

Schenectady Jim Baker 518-433-3505 518-421-6291 [email protected]

Fulton Khaled Halabi 518-433-3701 518-514-8137 [email protected]

Saratoga Khaled Halabi 518-433-3701 518-514-8137 [email protected]

Warren Khaled Halabi 518-433-3701 518-514-8137 [email protected]

Washington Khaled Halabi 518-433-3701 518-514-8137 [email protected]

Hamilton Khaled Halabi 518-433-3701 518-514-8137 [email protected]

Essex Khaled Halabi 518-433-3701 518-514-8137 [email protected]

* split by zip codes

Central Region

County CEC/Sales Rep Work Phone Cell Phone Email

Onondaga George Baier 315-452-7742 315-317-9286 [email protected]

Cortland George Baier 315-452-7742 315-317-9286 [email protected]

Madison George Baier 315-452-7742 315-317-9286 [email protected]

Oneida Becky Badalato 315-785-7227 315-783-4927 [email protected]

Herkimer Becky Badalato 315-785-7227 315-783-4927 [email protected]

Oswego Becky Badalato 315-785-7227 315-783-4927 [email protected]

Lewis Becky Badalato 315-785-7227 315-783-4927 [email protected]

Jefferson Becky Badalato 315-785-7227 315-783-4927 [email protected]

St. Lawrence Becky Badalato 315-785-7227 315-783-4927 [email protected]

Franklin Becky Badalato 315-785-7227 315-783-4927 [email protected]

Western Region

County CEC/Sales Rep Work Phone Cell Phone Email

Erie (Zip Codes 14060,

14201-14215)

Dan Keating 716-831-7795 716-544-5258 [email protected]

Wyoming Dan Keating 716-831-7795 716-544-5258 [email protected]

Genesee Dan Keating 716-831-7795 716-544-5258 [email protected]

NG Upstate NY (UNY) C&I Sales Team

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NYS Accts
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* All NYS Accounts for the Eastern Region
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02/25/2014 2 of 3

Western Region – continued

County CEC/Sales Rep Work Phone Cell Phone Email

Erie (Zip Code 14216 +) Jon Nickerson 716-831-7735 716-955-9472 [email protected]

Chautauqua Jon Nickerson 716-831-7735 716-955-9472 [email protected]

Cattaraugus Jon Nickerson 716-831-7735 716-955-9472 [email protected]

Allegany Jon Nickerson 716-831-7735 716-955-9472 [email protected]

Niagara Kevin

McQuiggan

716-831-7754 716-445-8759 [email protected]

Monroe Kevin

McQuiggan

716-831-7754 716-445-8759 [email protected]

Livingston Kevin

McQuiggan

716-831-7754 716-445-8759 [email protected]

Ontario Kevin

McQuiggan

716-831-7754 716-445-8759 [email protected]

Orleans Kevin

McQuiggan

716-831-7754 716-445-8759 [email protected]

Erie (Zip Code 14150

and Grand Island (town))

Kevin

McQuiggan

716-831-7754 716-445-8759 [email protected]

Channel Sales – Sales <250 kW (average monthly

demand)

UNY –All Regions - Channel Sales (<250kW) and Energy Solutions Partners (ESP) Program

Sales Mgr. Work Phone Cell Phone Email

CEC/Sales Manager

– UNY (<250 kW)

Nathaniel Hancock 518-433-3795 518-495-6198 [email protected]

UNY - Channel Sales (<250kW) and Energy Solutions Partners (ESP) Program

Sales Rep Work Phone Cell Phone Email

Eastern Region TBD 518- 518-

Easter Region Eugene Hickok 518-761-5905 518-491-1348 [email protected]

Central Region Mary Cardinal 866-787-1706 N/A [email protected]

Central Region Geralyn Farella 315-460-1005 315-746-0680 [email protected]

Western Region TBD 716- 716-

Western Region TBD 716- 716-

Channel Sales HOTLINE UNY

Channel Sale Hotline 866-787-1706 N/A [email protected]

Energy Solution Partner (ESP) Program

Title and Region Name Work Phone Cell Phone Email

ESP HOTLINE –

UNY

Mary Cardinal (866) 340-5181

N/A energysolutionspartner-

[email protected]

Business & Technical

Support – UNY

Eugene Hickok 518-761-5905 518-491-1348 [email protected]

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Small Business - (RPAs) < 100 kW Lighting Only * * Possible Incentive up to 70% of the project cost an on Bill Financings for the 30% balance

Title and Region Name Work Phone Cell Phone Email or Link

Small Business Manager

(<100 kW) - UNY

Joseph Rucco

315-798-5119

315-525-1482

[email protected]

Western Region Lime Energy

Central Region SmartWatt

Eastern Region Rise Engineering

800-332-333

N/A

www.nationalgridus.com/smallbusiness

Customer Direct Option

(CDO) – UNY

Lock Heed Martin

844-276-7898

N/A

[email protected]

National Accounts - UNY

Title and Region Name Work Phone Cell Phone Email

Manager - UNY Amy Dickerson 315- 452- 7509 315-744-2743 [email protected]

Strategic Energy Management Planning (SEMP).

Title and Region Name Work Phone Cell Phone Email

SEMP Manager - UNY Thomas Higgins 315-798-5158 315-723-2199 [email protected]

Utility Energy Service Contracts (UESC)

Title and Region Name Work Phone Cell Phone Email

UESC Manager - UNY Thomas Higgins 315-798-5158 315-723-2199 [email protected]

UNY Technical Support Consultants (TSC)

Title and Region Name Work Phone Cell Phone Email

TSC Manager – NYS Paul Gister 716-831-7753 716-574-3363 [email protected]

Capital/Northeast James Marchione 518 433-3763 518-390-2968 [email protected]

Capital/Northeast William Lajeunesse 518-433-5059 518-429-5863 [email protected]

Central/Northern/

Mohawk Valley

Michael Miller 315-452-7760 315-569-3809 [email protected]

Frontier/Western Martin Hudi 716-831-7755 716-517-5503 [email protected]

Frontier/Western

National Accounts

Carl Forster 716-831-7128 716-868-6426 [email protected]

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Gas Energy Imitative Program - Gas Incentives - C & ISC2,3,5,7 &8 ONLY < ≥10,000 DTH SC - Rate Class Status Service Measures PIF Rebate $ Each Limit Notes

1 2,3,5,7&8 Approved Prescriptive Set Back Thermostats Yes $25 5 Programmable Setback Thermostats

2 2,3,5,7&8 Approved Prescriptive Boilers Reset Yes $150 2 Single stage after factory install2a 2,3,5,7&8 Approved Prescriptive Boilers Reset Yes $250 2 Multi stage after factory install3 2,3,5,7&8 Approved Prescriptive Pipe Insulation Yes $1.50 L/Ft 500 Feet Insulation and Material per the building code4 2,3,5,7&8 Waiting Approval Custom Duct Insulation Yes $1.50 L/Ft 500 Feet Insulation and Material per the building code5 2,3,5,7&8 Approved Prescriptive Roof Insulation R-19 Yes 20% Install $ $10k/Account 20% of installed cost of measure, Account = CSS Acct #6 2,3,5,7&8 Approved Prescriptive Roof Insulation R-30 Yes 20% Install $ $10k/Account 20% of installed cost of measure, Account = CSS Acct #7 2,3,5,7&8 Approved Prescriptive Wall Yes 20% Install $ $10k/Account 20% of installed cost of measure, Account = CSS Acct #8 2,3,5,7&8 Waiting Approval Custom Floor Yes 20% Install $ $10k/Account For Approval - Screened for cost effectiveness, Account = CSS Acct #9 2,3,5,7&8 Waiting Approval Custom Windows Yes $1.00 Ft2 2,500 Ft2 Ft2 = glass area?

10 2,3,5,7&8 Approved Prescriptive Convection Oven Yes $1,000 > 5 Units require preapproval11 2,3,5,7&8 Approved Prescriptive Fryers Yes $1,000 > 5 Units require preapproval12 2,3,5,7&8 Approved Prescriptive Steamers Yes $500 > 5 Units require preapproval13 2,3,5,7&8 Approved Prescriptive Rack Oven Yes $1,000 > 5 Units require preapproval14 2,3,5,7&8 Approved Prescriptive Conveyor Oven Yes $1,000 > 5 Units require preapproval15 2,3,5,7&8 Approved Prescriptive Combination Oven Yes $800 > 5 Units require preapproval

16 2,3,5,7&8 Approved Prescriptive Steam Traps Yes $25 100 New, not rebuilt17 2,3,5,7&8 Approved Prescriptive Steam Trap Survey Yes 50% Survey Cost $5,000 Preapproval required. Maximum incentive of increased to $5,000 and EUL to 6 Years18 2,3,5,7&8 Approved Prescriptive Steam Trap Repair Yes 25% Survey Cost $2,500 Approved after 50% of study repairs are complete. Max incentive of $2,500 19 2,3,5,7&8 Approved Prescriptive Gas Engineering Study Yes 50% Study Costs $10,000 Preapproval required. Maximum incentive of $10,000

20 2,3,5,7&8 Approved Custom

Custom Projects - Mid Size Industrial and Commercial (<10,000 DT) Yes Programs Caps

50% of the installed cost, buy down of installed cost equal to a 1 Year (12 Months) simple payback or $2.25 per therms saved annually, whichever is less

21 2,3,5,7&8 Approved CustomCustom Projects - Large Industrial (> 10,000 DT) Yes Programs Caps

50% of the installed cost, buy down of installed cost equal to a 1/2 Year (6 Months) simple payback, or $2.25 per therms saved annually whichever is less

22 2,3,5,7&8 Approved 06/17/11 Custom

Normal Replacement (Previously TOR) - Incent forIncremental Costs for High Efficiency Adds No Programs Caps

100% (See Note 15)

Normal Replacement (Previously TOR) (D2) added to Retrofit option. Incentives paid on the incremental cost to upgrade from building code minimum to high efficiency options. Ex: Code minimum boiler adds economizer, factory installed combustion controls……(See Note 15)

23 2,3,5,7&8 Approved 06/17/11 Custom

Comprehensive Analysis - Screen multiple measures as a comprehensive project/package No Programs Caps

Ability to screen projects at measure level and as a comprehensive project. If a measure BC screens at .85 - .99, it still passes without program costs and maybe combined or packaged with other measures that BC screen >1. You can not package gas and eclectic measures. (See Note 16)

Notes: Custom incentives measures are tailored for different customers' needs, e.g., combustion controls, production process improvements, etc.2 All custom measures require pre approval3 Custom measures are $2.25 per therm saved (1st year) up to $100k maximum or 50% of the installed cost, whichever is less.4 All EEM incentives can not be less then a 1 year or 6 month simple payback5 Custom, Screening Tool will be utilized for custom project approval6 Inflating the cost of a Custom Project may cause it to be disqualified by the screening tool7 All space heating and water heating equipment efficiency are based on the AHRI website - www.ahridirectroy.org8 Qualified equipment must be connected to a National Grid meter and on Rates SC 2, 3, 5, 7 or 8 and pay the SBC9 Incentives cannot be awarded from NG and NYSERDA for the same EEM

10 Customers are eligible for prescriptive, custom and combination gas and electric11 Maximum incentive is $100,000 per application12 Pre-inspections are required for all customer projects. They are not required for Prescriptive Gas Incentives.13 Refer to the Brochure/PIF for program details.14 Project Invoices for major equipment and labor will be required and for custom measures the invoices must match the original cost utilized in the prescreening tool. 15

15a16

16a

16b

Normal - National Grid may pay unto 100% of the incremental cost difference between the baseline replacement equipment and the higher efficient equipment, all other caps apply

Weighted average measure life (WAML) = (kWh Saved Yr X ML) + (kWh Saved Yr X ML) + (kWh Saved YR X ML) = kWh, WAML = kWh/Tot kWh Saved Annually

Normal Replacement of functioning equipment past its useful life or planned renovation of space, either in-kind or change of use. NG may pay up to 100% on HVAC measures, PM approval requiredOur BC Screening assumes 15% for program costs on all screening, any measures with a B/C ratio of 0.85 to .99 are assumed to pass screening without program costs

Any measures with a B/C of .85 to .99 can be screened at the project level (with program costs) using a weighted measure life of all ECMs. Weighted measure life is calculated using measure life and energy savings information from each measure

Rev. 03/18/2014, 4:02 PM 3 2013 CI Incentives-Quick Reference rev 02 29 14 For External Use.xls

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Gas Energy Imitative Program - Gas Incentives - C & IHigh Efficiency Heating (HEHE) Applies to Qualifying Equipment Installed between January 1, 2013 and December 10, 2013SC - Rate Class Status Service Measures PIF

Rebate $ Each Limit Notes

1 2,3,5,7&8 Approved Prescriptive Furnaces - ≤ 300 MBH Yes $200 See note 11 ≥92% AFUE1a 2,3,5,7&8 Approved Prescriptive Furnaces - ≤ 300 MBH/ECM Motor Yes $400 See note 11 ≥92% AFUE

2 2,3,5,7&8 Approved Prescriptive Condensing UH - 151 - 400 MBH Yes $500 See note 11 ≥92% AFUE3 2,3,5,7&8 Approved Prescriptive Infrared Heaters - All Sizes Yes $500 See note 11 Low Intensity Infrared only4 2,3,5,7&8 Approved Prescriptive Steam Boilers - < 300 MBH Yes $600 See note 11 ≥82% AFUE

4a 2,3,5,7&8 Approved Prescriptive Hydronic Boilers - < 300 MBH Yes $800 See note 11 ≥85% AFUE4b 2,3,5,7&8 Approved Prescriptive Hydronic Boilers - 301 - 499 MBH Yes $1,600 See note 11 ≥85% TE4c 2,3,5,7&8 Approved Prescriptive Hydronic Boilers - 500 - 999 MBH Yes $2,000 See note 11 ≥85% TE4d 2,3,5,7&8 Approved Prescriptive Hydronic Boilers - 1000 - 1700 MBH Yes $2,800 See note 11 ≥85% TE4e 2,3,5,7&8 Approved Prescriptive Hydronic Boilers - 1701 - Larger MBH Yes $4,000 See note 11 ≥85% TE

5 2,3,5,7&8 Approved Prescriptive Condensing Boilers - < 300 MBH Yes $1,600 See note 11 ≥92% AFUE5a 2,3,5,7&8 Approved Prescriptive Condensing Boilers - 301 - 499 MBH Yes $2,400 See note 11 ≥92% TE *5b 2,3,5,7&8 Approved Prescriptive Condensing Boilers - 500 - 999 MBH Yes $4,000 See note 11 ≥92% TE *5c 2,3,5,7&8 Approved Prescriptive Condensing Boilers - 1000 - 1700 MBH Yes $8,000 See note 11 ≥92% TE *5d 2,3,5,7&8 Approved Prescriptive Condensing Boilers - 1701 - Larger MBH Yes $12,000 See note 11 ≥92% TE *

6 2,3,5,7&8 Approved Prescriptive Indirect Fired Water Heaters ≤ 50 Gal Yes $100 See note 11 ≤50 Gal. Storage6a 2,3,5,7&8 Approved Prescriptive Indirect Fired Water Heaters > 50 Gal Yes $300 See note 11 ≤50 Gal. Storage

1 2,3,5,7&8 Approved Prescriptive Integrated Water Heater/Non- Condensing Boiler Yes $1,000 See note 11 85% AFUE/CA-AFUE (Must be considered one unit by the manufacturer)

Notes: Custom incentives measures are tailored for different customers' needs, e.g., combustion controls, production process improvements, etc.2 All custom measures require pre approval3 Custom measures are $2.25 per therm saved (1st year) up to $100k maximum or 50% of the installed cost, whichever is less.4 All EEM incentives can not be less then a 1 year simple payback5 Custom, Screening Tool will be utilized for custom project approval6 Inflating the cost of a Custom Project may cause it to be disqualified by the screening tool7 All space heating and water heating equipment efficiency are based on the AHRI website - www.ahridirectroy.org8 Qualified equipment must be connected to a National Grid meter and on Rates SC 2, 3, 5, 7 or 8 and pay the SBC9 Customers are eligible for Prescriptive, Custom and combination gas and electric incentives

10 Incentives cannot come from NG and NYSERDA for the same EEM11 Maximum incentive is $100,000 per application12 Pre-inspections are required for all customer projects. They are not required for Prescriptive Gas Incentives.13 Refer to the Brochure/PIF for program details.14 Project Invoices for major equipment and labor will be required and for custom measures the invoices must match the original cost utilized in the prescreening tool.

* TE = Thermal Efficiency

Rev. 03/18/2014, 4:01 PM 2013 CI Incentives-Quick Reference rev 02 29 14 For External Use.xls

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Electric Energy Imitative Program - Electric Incentives - C & IEnergy Efficiency C&I (EE - Electric Programs)

SC Rate Class Status Service Measures PIF Rebate $ Each Limit Notes

1 2, 3 & 7 Approved CEX HVAC VFDs Yes Programs Caps Controlled by pressure, temperature or other. Note # 31a 2, 3 & 7 Approved Custom VFDs Yes Programs Caps Controlled by pressure, temperature or other. Note # 32 2, 3 & 7 Approved 03/03/10 Prescriptive Lighting Yes Table: 1A See Lighting Systems Eligibility & Incentive Table 1A New Lighting Codes 83 A/B and 85 A/B

2a 2, 3 & 7 Approved 06/10 Custom Lighting No 131 mWh $30k or Unique or unusual circumstance

3 2, 3 & 7 Approved 03/01/11 CEX EMS - 5,000 - 40,000 Ft2 Yes $225 Per PointUp to 16 Elect & 4 Gas Points Electric/Gas EE points only. No lighting or Alarm (Virtual) points allowed (CEX = Custom Express Tool)

3a 2, 3 & 7 Approved 03/01/11 CEX EMS - 40,001 - 80,000 Ft2 Yes $275 Per PointUp to 48 Elect & 12 Gas Points Electric/Gas EE points only. No lighting or Alarm (Virtual) points allowed (CEX = Custom Express Tool)

3b 2, 3 & 7 Approved 03/01/11 CEX EMS - 80,001 - <200,000 Ft2 Yes $225 Per PointUp to 128 Elect & 32 Gas Points Electric/Gas EE points only. No lighting or Alarm (Virtual) points allowed (CEX = Custom Express Tool)

3c 2, 3 & 7 Approved 03/01/11 Prescriptive EMS - Hotel Occupancy Sensor Yes $75 Per SensorSensor Qty = Units Controlled Heat Pumps/Electric PTACs/Fan Coil Units only

3d 2, 3 & 7 Approved 03/01/11 Prescriptive Vending Miser - Refrig Beverage Yes $75 Per Vending Machine1 Sensor Per Machine

3e 2, 3 & 7 Approved 03/01/11 Prescriptive Vending Miser - Non Refrig Snack Yes $30 Per Vending Machine1 Sensor Per Machine

3f 2, 3 & 7 Approved 03/01/11 Prescriptive Vending Miser - Glass Front Refrig Coolers Yes $75 Per Vending Machine1 Sensor Per Machine

4 2, 3 & 7 Approved 03/03/10 Prescriptive Compressor ≥15 HP to <25 HP Yes $205 L/NL, $275 VFD, N/A VD L/NL = Load No Load, VD = Variable Displacement. Incentive $ X HP 4a 2, 3 & 7 Approved 03/03/10 Prescriptive Compressor ≥25 HP to <50 HP Yes $205 L/NL, $275 VFD, N/A VD L/NL = Load No Load, VD = Variable Displacement. Incentive $ X HP

4b 2, 3 & 7 Approved 03/03/10 Prescriptive Compressor ≥50 HP to <75 HP Yes $205 L/NL, $275 VFD, $215 VD L/NL = Load No Load, VD = Variable Displacement. Incentive $ X HP 4c 2, 3 & 7 Approved 03/03/10 Prescriptive Compressor Storage Yes $2.75 Per Gallon Compressor Storage = Air Receiver Tank

5 2, 3 &7 Approved 03/03/10 CustomCustom Projects - Mid Size Industrial and Commercial (<2 mW) Yes Programs Caps

50% of the installed cost, buy down of installed cost equal to a 1 Year (12 Months) simple payback, whichever is less

5a 2, 3 &7 Approved 04/14/11 Custom Custom Projects - Large Industrial (> 2 mW) Yes Programs Caps50% of the installed cost, buy down of installed cost equal to a 1/2 Year (6 Months) simple payback, whichever is less

5b 2, 3 &7 Approved 06/17/11 CustomTime Of Replacement (TOR) - Incent for Incremental Costs for High Efficiency Adds No Programs Caps

75% (See Note 15)

Incentives paid on the incremental cost to upgrade from building code minimum to high efficiency options. Ex WSHP add ECM motor, 2 stage compressor, flow control… (See Note 15)

20 2, 3 &7 Approved 06/17/11 CustomComprehensive Analysis - Screen multiple measures as a comprehensive project/package No Programs Caps

Comprehensive Analysis - screen at a measure level and if a measure screens at .85 - .99, it still passes without program costs, the measure then can be combined or packaged with other measures that all BC screen >1. You can not package gas and eclectic measures (See Note 16)

6 2, 3 &7 Approved Prescriptive Electric Engineering Study 50% Study Costs $15,000 Preapproval required. Maximum incentive of $15,000Notes:

1 Custom incentives measures are tailored for different customers' needs, e.g., combustion controls, production process improvements, etc.2 All custom measures require preapproval3 VFD/VFD Motors - Boiler Draft Fans, Building Exhaust, Cooling Towers (Single Speed), Chilled or Condenser Water Pumps, Boiler Feed Water, HW Circ Pumps, MUA Fans, Process Pumps,

Process Exh/MUA,. HVAC Ret/Sup Fans, WSHP Condenser Loop, Supply or Waste Water Pumps4 All EEM incentives can not be less then a 1 year simple payback5 Custom, Screening Tool will be utilized for all Custom project approval6 Inflating the cost of a Custom Project may cause it to be disqualified by the screening tool7 All lighting equipment efficiency are based on the Energy Star or the Design Light Consortium 8 Qualified equipment must be connected to a National Grid meter and the SBC paid9 Incentives cannot be awarded from NG and NYSERDA for the same EEM

10 Customers are eligible for Prescriptive, Custom and combination gas/electric measures11 Preapproval is required for all incentives ≥$25,00012 Incentives are capped at 50% of the total cost (equip and installation).13 Pre-inspections are required for all customer projects. They are not required for Prescriptive Electric Incentives.14 Refer to the Brochure/PIF for program details.15 Project Invoices for each piece of major equipment and labor will be required excluding sales tax and salvage/resale for replaced equipment.16 Project Invoices for major equipment and labor will be required and for custom measures the invoices must closely match the original cost utilized in the screening tool. 17 Only refrigerated vending machines, glass-front refrigerated coolers and non-refrigerated snack vending machines with lighting that contains nonperishable goods and that are installed indoors are eligible.1516

16a16b

Any measures with a B/C of .85 to .99 can be screened at the project level (with program costs) using a weighted measure life of all ECMs. Weighted measure life is calculated using measure life and energy savings information from each measure Weighted average measure life (WAML) = (kWh Saved Yr X ML) + (kWh Saved Yr X ML) + (kWh Saved YR X ML) = kWh, WAML = kWh/Tot kWh Saved Annually of combined measures

All vending machine & cooler sensors must be installed on vending/cooling equipment scheduled to remain in service for minimum of 3 years. Note 17

Our BC Screening assumes 15% for program costs on all screening, any measures with a B/C ratio of 0.85 to .99 are assumed to pass screening without program costs Normal Replacement - National Grid may pay up to 100% of the incremental cost difference between the baseline replacement equipment and the higher efficient equipment. All program caps apply.

Rev. 03/18/2014, 4:03 PM 2013 CI Incentives-Quick Reference rev 02 29 14 For External Use.xls

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Minimum Eligibility Requirements Custom Lighting*

1) Lighting projects with combined labor and materials cost exceeding $30,000 unless there is a unique or unusual circumstance such as the following:

a) Unique facility lighting requirement, b) Unique hours of operation (typical hours average 4,000 and those that vary from the standard hours for their facility type), c) Unique labor or materials cost (ex: doubling the fixtures to meet lighting requirements) and d) Unique fixture type (obsolete existing fixture, antique replica, etc.)

2) The project’s or fixture(s) type prescriptive calculated incentive is < $.131 per kWh by fixture type by prescriptive code. ($/kWh on the project must be lower or equal to $0.131/kWh) 3) Lighting must meet these requirements a) CEE lamp ballast and lamps criteria (applies to 4 ft fluorescent lights only)

b) For 2x4 and 2x2 recessed fixtures (codes 30A, 30B, 30C, 31, 32 and 34) industrial fixtures (51, 52, 56, 57), wraps and reflector kits (Code 41), Vapor Tights (Code 43), Clean Room (Code 44) must follow prescriptive eligibility criteria Exception prescriptive eligibility criteria a) Facility lighting must average 2,000 per year, except municipal facilities which must average a minimum of 1,000 hours. b) Lighting controls minimum watts save (Min Watts saved)

4) Detailed energy savings analysis including: a) Existing and Proposed fixture type – make, model numbers and performance data of all components b) Floor plan denoting area for existing and proposed fixture locations by zones or areas c) An EXCEL Spreadsheet (unprotected) showing as a minimum existing and proposed fixture, quantities, kWh, kW, labor units (hours and or $), individual fixture, lighting control cost and incremental electric and gas cost. d) Lighting Controls demand (kW) savings will be calculated utilizing either actual data acquisition or by the NYS Technical Manual, DSF on page 114. Lighting energy savings will be calculated using either actual data acquisition or Standard Decrease in Operating Hours (%) where appropriate. Higher percentages of savings due to controls may be considered where non-standard conditions exist. Where a combination control is used the control savings can be combined while accounting for control interactions. Control Type Standard Decrease in Operating Hours (%) Occupancy Sensor 30% Programmable Control 15% Daylight Control 30% Daylight Stepped Control 20% e) Lighting and lighting controls can be screened as a common measure as longs as the total annual kWh savings from lighting controls are 5% or less of the total savings. If the total kWh savings from controls is >5% they will be screened as a separate measure, requiring separate energy savings calculations and lighting controls project cost. f) HVAC kW/kWh savings can be included in the total lighting and lighting controls total kW/kWh savings. The HVAC savings will be calculated utilizing the NYS Technical Manual, page 111 and appendix D. The HVAC heating penalty will be calculated for documentation purposes only. g) Nonqualified lighting and lighting controls will not be incented but the kW and kWh savings calculations are required for screening purposes. The nonqualified lighting and lighting controls savings and project costs are a requirement.

5) Data Acquisition: a) Measure all existing lighting conditions and denote them on a floor plan

b) Verify hours of operation or be able to verify hours of operation in all areas as required by the MRD c) Meter and Verification – Pre and post metering of custom projects as required by the MRD

6) All custom projects will be evaluated on a case by case basis for final approval by the Technical Support Consultant 7) LED Lighting Effective Useful Life (EUL). LED lighting has to be listed on the DLC’s or Energy Star’s most current lists. The lighting EUL is impacted by ambient temperature that they are installed in, so the EUL is 50,000 hours exterior, 35,000 hours interior, NG Approved but unlisted is 25,000 hours and all other lighting is 70,000 hours. Being considerate of the LED EUL impact a project consideration could be to use a weighted average (EUL) measure life.(See internal memo from TC on the DLC decision for LEDs). A weighted average measure life for the entire lighting project could be considered to raise the EUL for the LED selection

rev 02/29/14

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CDO Program Overview

National Grid offers a “Customer-Directed Option” (CDO) as a part of the Small Business Direct Install program in UpstateNew York. Qualifying small businesses can reduce energy costs and improve their ability to serve their customers by choosingtheir own contractor to install targeted energy efficiency measures through the program. Incentives are available to help reducethe cost of the installation of qualified energy efficient equipment, as well as financing options for the remaining share of thecost.

What we offer:

• Incentives available for up to 70% of the project cost*

• Small Business customers may choose on-bill financing with National Grid to satisfy their portion of the project cost

• On-bill financing with 12 or 24 month payment terms

• Customers choosing to pay their balance with National Grid in full upon project completion will receive anadditional 15% discount on their cost.

*Total Project Cost as calculated by National Grid

What measures are eligible through the program?

• Lighting upgrades

• Lighting occupancy sensors

• Vending Misers

Eligibility Requirements

• Be an active National Grid Electric Customer

• Have an average Annual Peak Demand under 100KW

• Pay the System Benefits Charge (SBC)

• Electric rate code must be SC2 or SC2D (SC1 rate code with Commercial Revenue Class may also be eligible)

• The Measures to be installed are not eligible for incentives from other Energy Efficiency program, specifically includingany incentives paid by New York State Energy Research and Development Authority (NYSERDA)

• Retrofit projects only; building renovations and new construction projects are not eligible

Get Started Today

• Contact the CDO Regional Program Administrator (CDO RPA) at 1-844-276-7898 or NGRlDSavingslmbps.com todetermine eligibility.

• An application package will be provided for eligible projects.

• Submit the application for PRE-INSPECTION prior to starting the project, along with the following supportinginformation:

• An Energy Audit that includes:

• A project overview with material/ measure costs

• Existing and proposed systems descriptions

• Energy impact and cost calculations

• Manufacture’s data sheets

(Approved Measures on Reverse)

1

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*************** Lighting fixtures and sensors are restricted to only the list of materials for the Small Business program*****************
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National Grid EE Program

Engineering Requirements - Working Document - Studies and Assessments

1) Energy AssessmentBenchmarking of Therm/sqftOpportunity For Prescriptive Measures (Rebate $, Approximate % savings, etc.)Possible Pathways for Other ProgramsEEM Breakout/Energy PlanDescription Of Next Steps (SS, TA, Pre-Measurements, Etc.)

2) Scoping Study/Energy PlanContact Sheet (Customer, Engineering Vendor and N-Grid contact info)Description of FacilityEnergy Usage Bench Marking - Energy Intensity Kwh/sqft, Therm/sqft, kWh/# of product, etc.)List of Suggested Measures

DescriptionsSavings Cost (Example RS Means)Incentives (Listed with Limitations)Calculations (based upon Engineering Calculations or Industries Standards)Program Pathways

List Of Other Possible MeasuresEnergy Star Portfolio ManagerEEM Breakout/Energy PlanDescription Of Next Steps (TA, Pre-Measurements, Etc.)Proposal for the TA Study by EEM and Discounted for all viable EEMs found in the SS/Energy Plan

3) Technical Assistance Study (TA)Contact Sheet (Customer, Engineering Vendor and N-Grid contact info)Executive Summary and summary Of MeasuresDescription Of Facility (Age, Schedule, Future Expansion?)Energy Review

At least 2 Years of Energy Usage (both Electric and Gas Energy Baseline (Usage normalized for weather If the measures involved Heating and/or Cooling)

Can be done by Degree Day or BinMeasures That are eligible

Description Of MeasuresBaseline

Description Of the base case Equipments' Age, Capacity, Schedule Of Operation, Efficiency, Metering Data, Operation Logs

High Efficiency OptionSavings (Therms, kHz, kW, $, and other possible non-energy savings)Cost (both Base case and HE Option) Incentives (both gas and electric) Calculations

(Should be based upon good engineering practices like ASHRAE, AEE, or equal)Or Approve Engineering Modeling Software (like Equest, Trace 700, DOE2, etc.)The savings must encompass the impact on the entire system, including all auxiliary and ancillarySpreadsheets should be included in this section.

Program Pathways (New Construction, Retrofit, Custom, Prescription, etc.)Minimum Requirements Documents

Sequences of operations. necessary to assure savingsList of details for a post inspector to determine compliancePre and Post Metering Requirements

Other Issues (Environmental, Interconnect Requirements, etc..)Carbon Reductions from Project (optional)

EEM Breakout/Energy PlanDescription Of Next Steps (Offer Letter, Pre-Measurements, Etc.)Appendix

Supporting DocumentsSoftware runsMetering LogsBenefit/Cost RunsApplicable Forms (Rebate Forms, Offer Letters, CIA, etc.)Cut Sheets Of EEM (Optional)

Note: Ask for Technical Assistance Study - Report Guidelines 01 10.pdf for an all inclusive description of what is in a TA Study.4) Technical Review (TR)

Executive Summary and summary Of MeasuresDescription Of Facility (Age, Schedule, Future Expansion?)Energy Review

At least 2 Years of Energy Usage (both Electric and Gas Energy Baseline (Usage normalized for weather If the measures involved Heating and/or Cooling)Measures That are eligible

Description Of MeasuresBaseline

Minimum Requirements DocumentsSequences of operations. necessary to assure savingsList of details for a post inspector to determine compliancePre and Post Metering Requirements

EEM Breakout/Energy PlanDescription Of Next Steps (Offer Letter, Pre-Measurements, Etc.)Appendix

Supporting DocumentsSoftware runsMetering LogsBenefit/Cost RunsApplicable Forms (Rebate Forms, Offer Letters, CIA, etc.)Cut Sheets Of EEM (Optional)

03/18/2014,12:44 PM Study Explanation SS for TACs 02 29 14.xls

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Energy Management Systems (EMS) Typical Prescriptive Points Sorted by Equipment Type

Existing EMS is Required

Typical Points Incented

Air Handling Units = AHU

Point Use Notes Type

General Outdoor Temperature Sensor Dry Bulb Economizer/Enthalpy Economizer/Optimum Start/Stop 1, AI

Humidity Sensor (RH) Indoor Humidity Control/Enthalpy Economizer 1' AI

Carbon Dioxide Detector Exterior Detector 1, AI

Carbon Dioxide Detector Interior Zone Detectors 2, AI

Enable/Disable Occupied / Unoccupied 3, DO

Unitary Points Morning Warm-up/Cool Down Optimum Start/Stop. Use outdoor air if conditions are correct, purge DO

Minimum Outdoor Air Damper Required when building is occupied AO

Primary Outdoor Air Damper Economizer/Demand Control Ventilation (DCV) Damper/Fresh Air AO

Indoor Blower Reduce capacity unless required for space conditioning /VFD 4, AO/DI

Exhaust Blower Building pressurization/VFD 4, AO/DI

Heat Recovery Wheel, Heat-Pipe/VFD AO

Discharge Air Sensor Reset control, comfort, AI

Hot Water Control Valve(s) Hot water reset 5, AO

Chilled Water Control Valve(s) Chilled water reset 5, AO

Return Air Sensor Morning warm up/cool down AI

Mixed Air Sensor Not needed with a RA/Outdoor Air math block AI

Energy Status Monitoring/Alarming page or alarm building system or operator DI

Low Static Air Filters Static Pressure Differential when used with High Efficiency Filters AI

Secondary Controller If additional points are required to add EMS to existing primary controller COM

Notes:

1 One (1) required per common network

2 Minimum of one (1) per individual zone

3 To schedule off during unoccupied times on a user defined schedule

4 Alarm/Status required

5 Convert form a DI to a AI for reset control (3 way valve)

6 * P or C = is the Point Prescriptive, Custom or Both

Chilled Water Plant

Point Use Notes Type

General Outdoor Temperature Sensor Dry Bulb Economizer/Enthalpy Economizer/Optimum Start/Stop 1, AI

Enable/Disable Occupied / Unoccupied all components 2, DO

Unitary Points Chiller

Primary Chilled Water Pump(s) VFD AO

Static Pressure Sensor AI

Secondary Chilled Water Pump(s) VFD AO

Static Pressure Sensor AI

Condenser Water Temperature Control Control

Discharge Chilled Water Sensor Reset control, comfort, humidity control AI

Condenser /Cooling Tower

Primary Condenser Water Pump(s) VFD AO

Static Pressure Sensor AI

Condenser Water temperature Sensor Primary AI

HX Secondary Chilled Water Pump(s) VFD / Heat Exchanger/Glycol AO

Static Pressure Sensor Heat Exchanger/Glycol AI

Condenser Water temperature Sensor Heat Exchanger/Glycol AI

Tower Fans VFD - Temperature controlled AO

Free Cooling - Economizer

Water Treatment Conductivity ??? AI

Notes:

1 One (1) required per common network

2 To schedule off during unoccupied times on a user defined schedule

3:00 PM, 03/18/2014 11 / 12 NG EMS Prescriptive Points 02 29 14.xlsx

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3 * P or C = is the Point Prescriptive, Custom or Both

Boiler Plant (Hot Water and or Steam)

Point Use Notes Type

General Outdoor Temperature Sensor Dry Bulb Economizer/Enthalpy Economizer/Optimum Start/Stop 1, AI

Enable/Disable Occupied / Unoccupied all components 2, DO

Unitary Points Boiler

Primary Hot Water Pump(s) VFD AO

Static Pressure Sensor AI

Secondary Hot Water Pump(s) VFD AO

Static Pressure Sensor AI

Discharge Chilled Water Sensor Reset control, comfort, humidity control AI

HX Secondary Hot Water Pump(s) VFD / Heat Exchanger/Steam to Hot Water AO

Static Pressure Sensor Heat Exchanger/Steam to Hot Water AI

Water Temperature Sensor Heat Exchanger/Steam to Hot Water/Reset Temperature AI

Notes:

1 One (1) required per common network

2 To schedule off during unoccupied times on a user defined schedule

3 * P or C = is the Point Prescriptive, Custom or Both

Misc. Systems

Point Use Notes Type

Exhaust Fans Occupied/Unoccupied/Status DO

Domestic Hot Water Circulation Pumps Occupied/Unoccupied/Status DO

Domestic Water Circulation Pumps Occupied/Unoccupied/Status DO

Water Coolers/Drinking Fountains Occupied/Unoccupied/Status DO

Vending Machines Occupied/Unoccupied/Status DO

Lighting Occupied/Unoccupied/Status DO

Other Preapproved Energy Savings Point(s)

1 * P or C = is the Point Prescriptive, Custom or Both

3:00 PM, 03/18/2014 11 / 12 NG EMS Prescriptive Points 02 29 14.xlsx

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BC Screening Methods 1 of 2 07/18/13

Upstate NY – C&I Electric Program BC Screening Method for Equipment 1) Energy Initiative - BC Screening Method: Retrofit

• Applies only to lighting and ECR Motors related measures. • Uses full values of savings and project costs on lighting and lighting related measures.

Lighting controls apply when the lighting controls savings is < then 5% of total lighting project savings (see # 3 below, add-on) .

• Operating hours, lighting type, application (outdoor or indoor) and calculated lighting

measure life is utilized for screening 2) Energy Initiative - BC Screening Method: Early Replacement

• Applies to non-lighting related measures.

• Replacement of equipment before it reaches end of its Effective Useful Life (EUL).

• Projects will follow the Tech Manual Appendix M methodology incorporating Dual Baseline Method of analysis.

• If one cannot document or substantiate the age of the equipment in place is less than

its prescribed EUL, the replacement must be analyzed as normal / end of life replacement.

3) Energy Initiative - BC Screening Method: Add-On

• Add-ons would be enhancing performance of existing equipment by adding devices such as VFD, lighting controls (> 5% savings, see bullet 2, retrofit above), compressed air storage tanks, EMS, etc.

4) Energy Initiative - BC Screening Method: Normal [Formerly Time of Replacement]

• Age of the equipment in place is past its EUL, the replacement must be analyzed as normal / end of life replacement.

• Analysis uses code referenced design criteria or industry standard equipment as

baseline. A code example is the 2010 Energy Conservation construction code of New York, if applicable.

• Required will be the cost and energy usage of Code standard equipment to be used for

the baseline for screening.

• Required cost and energy usage of proposed equipment to be used as EE (proposed) equipment for screening.

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BC Screening Methods 2 of 2 07/18/13

The electric (not gas) BC screening tool will automatically calculate the program caps when you select electric program option D2 and Normal Replacement. For gas the 75% incremental costs will have to be calculated by hand.

The BC screening tool will set the incentive at 75% of the incremental not to exceed 50% of the total project/EEM cost where the project cost is the labor and materials for the new high efficiency equipment. All other caps are in place: $/kWh, $/therm, buy down to 1 year payback for commercial /6 month payback for industrial customers or 50% of the total project cost , whichever is the least amount

Note: For more information on Normal Replacement see a document titled : Normal Replacement (Formerly Time of Replacement (TOR)) 07/18/13

5) Energy Initiative - BC Screening Method: Special Circumstances

• Applies to only commercial and industrial machinery and multi-family central systems but not to lighting equipment.

• Customers typically influenced by initial capital outlay more than life cycle economics

due to lack of capital.

• Customers with short time horizons and other factors which tend to prevent long range economic decision making with regard to the installation of high efficiency equipment.

Special Circumstances must follow this five criteria regarding equipment being considered for replacement:

1. Equipment age equals or exceeds 125% of its effective useful life (EUL) and energy consumption significantly exceeds that of current high efficiency models by at least 20%.

2. There is a history of significant repairs or replacement with used equipment 3. The prospective next repair or replacement is likely to be initially much less expensive

than replacement with new high efficiency machinery. 4. Documentation to support above criteria must be collected and attached to the

application in InDemand. 5. Equipment fitting these criteria would be subject to a form of dual baseline TRC

screening. Initial baseline of 25% of new measure’s prescribed EUL. Second baseline consists of 75% remainder based on minimally code compliant or standard efficiency equipment. Under this approach, first year savings would be reported as the difference between the existing equipment’s electric usage and that of the high efficiency equipment which replaces it. Analysis will require use of tables published by PSC under Appendix N to the NY Tech Manual.

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* We now will pay 100% of the incremental cost. The 2013 BC Tool will calculate 75%, and a
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temporary spreadsheet is required to screen to the 100% level
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National Grid - UNY BC Screening Method Equipment Information Form - Field Data

Project Name:

Application #:

ESR #:

Equipment ID or Name:

Screening Method (Choose 1) Method Used = X Alternative Method - Describe reason for alternate screening method

1 Lighting or ECMR - Retrofit

2 Add-on

3 Early Replacement

4 Normal Replacement

5 Special Circumstance Effective Useful Life (EUL) * Input Comments Notes Measure Years

1 Measure HVAC AGRI 13

CAIR 15

2 Actual Age of Existing Equipment 4 CHIL 20

3 Effective Useful Life (EUL) * ECMR 15

4 Remaining Useful Life ( EUL - Actual Age ) EMSB 15

FOOD 12

5 Annual kWh usage of Existing Equipment 5 HVAC 15

6 Annual kWh usage of Code Min./Standard Equip. 3 INRG 15

7 Annual kWh Usage of EE Equipment LEDR 4

LEDS 15

8 kW usage of Existing Equipment 5 LGHT 15

9 kW usage of Code Min./Standard Equip 3 LGTC 8

10 kW Usage of EE Equipment LHID 14

LIND 15

11 Full Cost of installing EE equipment MOTR 15

12 Cost of installing Code Min./Standard Equip. OTHER 5

O&M 5

PCHL 20

Notes: PCOL 131

PROC 13

2 REFC 15

3 For lighting and add on you would not need std/code kw or kwh... REFG 15

4 Lighting does not need existing age VSDH 15

5 For Normal you would not need existing kw or kwh VSDO 15

6 Early or special would need all of the information above

Notes

Comprehensive Analysis (CA) will require the data above be collected for each piece of equipment associated with the CA

Name

- Goal - For the 2013 Electric B/C Screening tool all of the following information is required.- Existing Age - Custom projects other then Normal Replacement will not be considered for incentive If the documented age of the existing equipment can not be provided

ex: Use Normal Replacement instead of Special Replacement for process equipment beyond useful life. Equipment had no history of high maintenance and was well maintained.

* EUL is published in the New York Standard Approach for Estimating Energy Savings from Energy Efficiency Programs, AKA - NYS Technical Manual

rev: 08/19/2013 BC Screening Method Equip From - FIELD 02 26 13.xlsx

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Comprehensive Analysis 07/18/11 For Upstate NY C&I Energy Efficiency Screening Comprehensive Analysis allows us to benefit/cost (BC) screen individual EEMs without program costs and bundle EEMs and BC screen with program costs. This opportunity allows us to:

BC screen at individual measure (EEM) level without program costs BC Screen at the project (multiple EEMs) level with program costs Helps to pass measures within a project that might not pass individually if screened

with program costs The BC tool assumes 15% for program costs on all screening Any measures with a BC ratio of 0.85 to .99 are assumed to pass screening without

program costs Any measures with a BC of .85 to .99 can be screened at the project level (with program

costs) using a weighted average measure life (WAML)*of all EEMs WAML is calculated using measure life and energy savings information

from each measure (WAML needs to be calculated by hand – see below) Comprehensive measure codes in the 2011 BC tool allow for screening at measure lives

of 9-18 years PROCESS FOR SCREENING MEASURES UNDER THE COMPREHENSIVE ANLYSIS Step One - Screen measure (EEM) individually Step Two - If any measure has a BC of 0.85 to <1 then the measure would pass screening if program costs were not included in the BC calculation - Measures with a BC less than .85 cannot be included in the project and cannot be incentivized. - Gas & Electric measure/EEMs cannot be combined in the same project or BC screening Step Three - Screen all the measures with a BC greater than .85 as comprehensive using a weighted measure life of all the ECMs. Incentivize entire project and all ECMs if B/C is >1.

Weighted average measure life needs to be calculated by hand – see below * In the 2011 BC tool chose measure codes CR9 thru CR18 depending on the calculated

WAML, anywhere from 9 -18 years * Example WAML Calculation

ECM (measure life) Energy savings (kWh) ML (years) VSD on vacuum pump (AGI) 21,024 13 Scroll compressor (AGI) 8,338 13 HPS lighting (LGHT) 2,070 15 Total annual savings 31,432 Total life time savings over all measures: (21,024X13) + (8,338X13) + (2070X15) = 412,756 kWh Weighted average measure life = 412,756 / 31,432 = 13.13 years Use measure code CR13 for this project. 16

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Comprehensive Analysis (Continued) 07/18/11 For Upstate NY C&I Energy Efficiency Screening Examples of Comprehensive Projects

Industrial processes Larger custom compressed air projects incorporating multiple ECMs Complex HVAC projects Combining lighting with lighting controls under one application by calculating weighted

average measure life Benefits of Comprehensive Analysis

Flexibility to combine measures and encourage customers to adapt multiple measures with single application process

Ability to offer incentive on marginal measures when combined with other more lucrative measures

Streamlined application process Potential to capture larger magnitude of energy savings

17

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Rev 02/26/2014 Utility Energy Services Contract 01 27 14.doc

Utility Energy Services Contract 01/27/14 What is UESC? The federal government required all public utilities to participate in the UESC programs. Each Government Entity can have unique requirements so the following list of bullets are generic. For additional information contact your utility’s UESC representative. UESCs are contracts that allow utilities to provide government entities with

comprehensive energy and water efficiency improvements and demand reduction services.

Contract templates can be designed by the government entity Approximately 90 electric and gas utilities have some contracts under the

UESC program UESC Contract are fuel neutral (i.e. any utility can provide electric. gas, or

demand management services) UESC contracts are negotiated and awarded on a sole-source basis. The government entity may provide guidance on the implementation of

each project. Requirements vary by agency. UESC contracts do not require guarantees of performance of the measure

installed (e.g. energy savings). Warranties are passed through. Much Quicker Process then the typical government process Much simpler contracting process Utility incentives benefit the local operation Cost-effective In some cases, tax incentives can be shared with government. Can be Implemented with the UESC Program

Infrastructure (Gas, Electric or Water) Government–owned facilities (e.g. distribution systems on

military bases) Usually up to 20% of utility-owned assets not owned by the

government. Gas or Electric Service

Commodity (PPA)s (not offered by National Grid) Transportation

Distribution & Sub-metering Fuel Switching (e.g. oil-to-gas conversion)

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Rev. 02/26/2014 SEMP Bullets 01 14.doc

SEMP = Strategic Energy Management Plan 01/30/114

National Grid is piloting a SEMP program.

Businesses or Institution should consider adopting a strategic energy management plan (SEMP), which is a written plan that includes an integrated approach to all aspects of energy and environmental management, including short and long-term reduction strategies.

Strategic planning for a energy management plans can include:

Measure/benchmark current energy consumption. Establishing a baseline against which future reductions will be measured is the important first step

Develop an energy use profile. An energy use profile will demonstrate how energy use is distributed among building systems: heating, water, lighting, office equipment, refrigeration, and so on, as well as identify the energy source for each system.

Complete a greenhouse gas (GHG) emissions inventory. It may be optional, but some communities/states require them. Emission reduction can improve client relations.

Build teams, get leadership support, assign dedicated resources. Create a multi-stakeholder sustainability or green team

Set targets/goals. It is important to set both short- and long-term reduction goals for energy and emissions reductions and integrate them into a meaningful and achievable energy management plan.

Develop strategic action plans for improvement. The Roadmap performance improvement measures are a comprehensive list of measures, or projects, designed to help you pick and choose those that can help you meet your goals.

Implement projects. Execute performance improvement measures that will result in energy and emissions reductions for your facility.

Track, measure, and report. It's important to begin to track your energy and environmental reductions for several reasons:

(1) to verify they are meeting the intended goal (2) Track cost, operational and environmental savings (3) Monitor staff satisfaction (4) Report on all successes or failures to leadership, staff and the community to reinforce the

SEMP commitments and progress.

Train and educate. Communicate the need for energy management and providing training and guidance on how to implement SEMP. Train and educate with specific learning objectives and communicate the

valuable work being accomplished.

For qualification and additional information contact the National Grid SEMP manager

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National Grid UNY - EE Study Check List

Project Name: CEC/AE Name:

Base PostBuilding Metered kWh Yr

Peak kWMetered Therms Yr

Building Ft2Building Use

SS and TA Study EEM Checklist (X if complete)The Checklist is to reduce the review time and to be sure all of NG's and the customer's opportunities have been addressed.

EEMGas (HEHE) Notes

HE FurnacesCondensing UHInfrared HeatersSteam BoilersHE Hydronic BoilersCondensing BoilersIndirect Fired Water HeatersSetback thermostatsBoiler reset controlsPipe InsulationDuct InsulationEnvelope InsulationWindowsCommercial CookingKitchen Exhaust/MUASteam TrapsSteam Trap SurveyCombustion ControlsIntegrated Water Heater/Non-Condensing BoilersOther

Electric NotesVFDsMotorsLightingLighting ControlsLighting HVAC (Cooling) savings and Heating penaltyEMS (Custom or CEX)DCVHW, CW CHW resetHotel Occupancy SensorsVending MisersAir CompressorCompressed Air Leaks/AbusesOther

Other NotesFuel Switching - Oil to Gas (GPM)Increased Gas usageElectric load changesData CentersProcess Screen Incremental Options - TOR (D2) Package Measures w/ a Failed Measure >.85 BCOtherOtherOther

03/18/2014, 1:21 PM EEM + GPM Checklist 02 29 14.xls

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