Energy Upgrade California Home Upgrade
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1 Energy Upgrade California Home Upgrade New HPXML Software Options in Advanced Home Upgrade PG&E Service Territory & PG&E/SoCalGas Shared Service Territory April 2015
2 Agenda Overview Using the new HPXML software Application Process Differences App Submission Reminders Questions and Comments
3 Advanced Home Upgrade Overview New HPXML Software Options
4 Advanced Home Upgrade Software Options Energy Pro is joined by four new HPXML based software options
5 Advanced Home Upgrade Software Options Overview Software Types (EnergyPro 5 is still accepted) Two traditional software applications OptiMiser and Treat Input files can be saved to your computer Output in HPXML Two cloud-based software solutions CakeSystems and SnuggPro Input files are accessed and saved online ( in the cloud ) via traditional computer or by mobile device Output in HPXML
6 Advanced Home Upgrade Incentive EnergyPro Adjustment A. Savings/ Participation Level: % Reduction* B. Savings percentage Incentive Amount C. Energy Savings Incentive amounts $0.75/kWh and $2.00/therm* D. Total Incentive D = (B+C) $6,500 * 10% $1,000 15% $1,500 20% $2,000 25% $2,500 30% $3,000 + $0.75/kWh and $2.00/therm The savings percentage adjustment is not currently applied to the HPXML based software options, but the kwh and Therms kicker bonuses are = Final Incentive amount (maximum $6,500) 35% $3,500 40% $4,000 45%+ $4,500 * Some upgrades may be eligible for a higher incentive for significant energy savings (contact Build It Green for more information). For Energy Pro modeled savings estimates, the site energy percent savings and the kwh, kw and therm savings amounts will be determined by first applying the factors in the table below: Electric Energy and Demand Natural Gas Energy (therm) (kwh and kw) Heated and Cooled Homes Heated Only Homes
7 Only use this for EnergyPro modeling
8 Advanced Home Upgrade Online Rebate Application Overview Online Application submission to Build It Green s Portal What s different? No difference in process, required documentation types are still the same Energy Model file appropriate to the software vendor used, but must be the same software type at post-installation as it was at pre-installation Cloud-based software user would upload a building summary file ( printed PDF or screenshot image file) as the Input File Output File is an EnergyPro5 XML file if the input software used was EnergyPro or an HPXML file if the input software was any of the other four vendors
9 Advanced Home Upgrade Online Incentive Application Submission From select Advanced Home Upgrade
10 Unified Online Incentive Application Submission Portal Login Home Upgrade, Advanced Home Upgrade and AC Quality Care Enter Username and Password provided by Build It Green
11 Advanced Home Upgrade Using the new HPXML software Online Portal Applications
12 Advanced Home Upgrade - Dashboard
13 Advanced Home Upgrade Begin Application
14 Advanced Home Upgrade Add Building (Jobsite)
15 Advanced Home Upgrade Input your Building s basic building details
16 Advanced Home Upgrade (*Note: until further notice, please do not enter customer s Utility Service Account numbers into your software) Input your Building s customer and/or accountholder and utility service* details
17 Advanced Home Upgrade Start a new Application from your newly created Building
18 Advanced Home Upgrade Begin Application
19 Advanced Home Upgrade Search Building (previously added)
20 Advanced Home Upgrade Start a new Application from a previously added Buildings
21 Advanced Home Upgrade Input Project Details All fields are required unless marked optional
22 Advanced Home Upgrade Upload Project Documents Beginning 4/27/15, these will read: Energy Model Output (.xml) -and- Energy Model Input (.bld,.opt,.tpgx,.pdf or image file) All documents are also required unless marked optional * (*Note: If additional documentation was requested by desktop review or if rebate recipient is different than the utility service account holder, then these documents would also be required.)
23 Advanced Home Upgrade Review Details and Submit *Note: Savings adjusted for EnergyPro models, unadjusted for all others (at this time). KWh and Therms bonus kickers applied to all. *
24 Advanced Home Upgrade Review Documents and Submit
25 Advanced Home Upgrade Pre-Installation Application Confirmation
26 Advanced Home Upgrade Search the Application List
27 Advanced Home Upgrade Begin Post-Installation Application & Input Test- Out Info/Data
28 Advanced Home Upgrade Upload Post-Installation Documents, Add Note(s) & Save or Continue
29 Advanced Home Upgrade Review Post Installation Details
30 Advanced Home Upgrade Review Post Installation Documents and Submit
31 Advanced Home Upgrade Post-Installation Application Confirmation
32 Advanced Home Upgrade Back to the Application List
33 Advanced Home Upgrade Visit the Buildings List
34 Advanced Home Upgrade Start another new Application from a previously added Buildings
35 Advanced Home Upgrade Online Rebate Application Submission File Upload Recommendation (PC) When uploading multiple files to one document type field, move files to be uploaded to a folder (or select files), rightclick and select Send to, then Compressed (zipped) folder then upload to application
36 Advanced Home Upgrade Online Rebate Application Submission File Upload Recommendation (Mac) When uploading multiple files to one document type field, move files to a folder (or select files), hold down Control key and click mouse, then select Compress [name of folder -or- number of items] then upload to application
37 Advanced Home Upgrade Using the New Online Portal Incentive Application Submission Reminders
38 Advanced Home Upgrade Critical Document Reminder Export Title 24 XML Schema File
39 Advanced Home Upgrade QA Desktop Review Required Documents Reminder 1. Test Measurements (CAS) form 2. Energy Model Inputs file (BLD, OPT, TPGX, PDF, JPG, etc.) 3. Energy Model Outputs file (XML/HPXML) 4. Safety & Quality Acknowledgement (SQA) form* 5. Scope of Work/(Signed*)Contract *Test-Out Only
40 Advanced Home Upgrade QA Desktop Review Conditionally-Required Documents Reminder Copy of Building Permit (if required for scope of work)* Customer Incentive Payment Assignment (CIPA) form* if rebate to be reassigned to contractor Landlord/Property Owner Release form* if rebate to be reassigned to landlord/property owner Photos and/or materials or equipment spec-sheet(s) *Test-Out Only
41 Advanced Home Upgrade Reminders Submit new HPXML based software job applications in the new portal beginning 4/27/15 Building Performance Institute (BPI) Certified Professional performs combustion appliance safety (CAS) testing. CAS test-in and test-out required PG&E Advanced Technical Training required for all BPI staff
42 Questions and Comments Contact Info and Next Steps
43 Program Contacts and Next Steps Review websites for more information: - Program Portal for PG&E and PG&E-SoCalGas Home Upgrade program pathways, recorded webinars, documents, policies, training dates, etc. Stay tuned for more details: updates on program requirements Updates to the Participant Handbook and program documents
44 Participant Hotline: Enrollment: or General: or Incentive Applications: or Field Quality Control: or
45 Thank You
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