Sharyland Utilities’ 2014 Residential and Hard-to-Reach Standard Offer Program Workshop

1. Sharyland Utilities’ 2014 Residential and Hard-to-Reach Standard Offer Program Workshop February 2014 Dial In: 877-783-2009 Passcode: 981535

2. Webinar Instructions • You can minimize the Webinar toolbar by selecting the red arrow button • You can select the same button to make the toolbar appear again

3. Webinar Instructions (Cont.) • Attendees will be on mute during the call • You can ask a question by utilizing the Question Box located on the Webinar toolbar

4. Workshop Agenda • Recap 2013 • Challenges in 2013 • 2014 Program Details • Key Program Changes for 2014 • EnerTrek Changes for 2014 -10 Minute Break- • Question & Answer Session

5. Program Contacts Frontier Rita Saegert (512)372-8778 x 109 rsaegert@frontierassoc.com Kelly Bradford (512)372-8778 x 111 kbradford@frontierassoc.com Sharyland Bridget Headrick (512)721-2668 bheadrick@sharyland.com Alicia Rigler (512)721-2661 arigler@sharyland.com

6. Recap 2013

7. 2013 Program Results Summary

8. 2013 Program Challenges • Customer Verification Process • Customers must be verified before implementation • Customer look up feature based on: • ESI ID Number – Mission area • Meter Number – Other areas • Input errors with Meter/account numbers • Marketing • Residents remain uncertain about our efficiency programs • Customers needing service in underserved Sharyland territories • Project Sponsors Missed Milestones (open pot)

9. 2013 Program Challenges (cont.) • Multi-family projects • Pre-inspections are required before approval • Project must be submitted for approval in EnerTrek® • Coordinate with program administrator • Host Customer Must Sign All Required Documents • Submit all required documents via the document upload feature in EnerTrek® • Load Factor Cap Confusion • No load factor cap in 2014

10. 2014 Program Details

11. 2014 Program Funding

12. 2014 Program Incentive Rates

13. Res & HTR Incentives • Incentives are on a First Come – First Serve basis, no reservation required. • Project Sponsors are limited to 20% of program budget. • Incentives are paid directly to Project Sponsor. • Project Sponsor is not required to pass any incentive payment to customer. • PUCT requires the Project Sponsor to disclose that incentives are available “through a ratepayer funded program, manufacturers, or other entities.”

14. Important Application Dates • All Applications Open: Tuesday, February 4, 2014 @ 10 am • Application Submissions: Tuesday, February 11, 2014 • Residential Large @ 10 am • Hard-to-Reach Large @ 11 am • Implementation Start Date: Tuesday, February 25, 2014 @ 10 am

15. Project Sponsor Review Criteria • Offering a comprehensive set of measures • Serving a variety of counties • Previous program experience • Inspection Results and Feedback • Customer Complaints • Timeliness in Reporting and Invoicing Installations

16. Project Sponsor Requirements • Insurance • Sharyland must be listed as additional insured • Subcontractors must also provide proof of insurance (no need for Sharyland as additional insured) • Refer to program agreements for details on required coverage • All appropriate licenses/permits for DU and IN • HERS, PVT, HPP, or BPI certificate when Blower Door testing and Duct Blaster™ testing is required in 2014 • Minimum of three references • Technical capabilities and experience • List of subcontractors and affiliations

17. Project Sponsor Responsibilities • Identify project opportunities • Verify customer eligibility • Must receive Distribution service from Sharyland • Proposed measures cannot have been retrofitted in past 10 years • Homes newer than 5 years old will be reviewed • Enter into an agreement with Host Customer and have them sign Host Customer Agreement and Customer Acknowledgement forms.

18. Project Sponsor Responsibilities(cont.) • Verbally inform customers about the inspection process and that they could be selected. • HTR Specific Requirements: • Hard-to-Reach customers are defined as those customers with a total household income of less than 200% of current federal poverty guidelines. • HTR customers must fill out Income Eligibility Self Certification Form • HTR have to use the Multi-family Income Eligibility form for apartment complexes and other multi-family dwellings.

19. EM&V Process • PUCT is working with a third party evaluator • Evaluator may contact you or your customers • Continue to keep all customers forms and agreements for your records • Evaluation results can impact future program approval decisions

20. Key 2014 Changes

21. Marketing Materials Review • All marketing materials must be approved by Sharyland prior to beginning outreach • Submit all marketing materials for review to: rsaegert@frontierassoc.com

22. Service Territory Maps • Map PDFs available for download from program website • Updated ZIP code list

23. 2014 Key Changes • Incentives on a First Come – First Serve basis, no reservation required • Project Sponsors will be approved in both Res and HTR • Leakage-to-Outside testing required for duct • CFLs are no longer incentivized

24. 2014 Key Changes (cont.) • Must use standard document templates available at www.SharylandEfficiency.com • Standardized Field Data Sheets required for all customers • Deemed Savings Changes • Winter Peak kW savings • Technical Reference Manual (TRM)

25. 2014 Key Changes (cont.) • Homes that are built after 2008 will be reviewed • Pre-Inspections are required for Multi-family projects • No load factor cap will be enforced in 2014 • ESI IDs assigned to all SU customers by May 2014

26. 2014 EnerTrek Changes

27. Key EnerTrek Changes • Number of Bedrooms input required for Single & Multi-family projects • Low-flow showerheads and faucet aerators measures added • Deemed Savings helper online portal • Multi-Family Customers Look Up Function • Must do ESI ID/Meter Number lookup for each MF unit • Submit any inactive ESI IDs to administrator via email • Field Data Sheet must be provided before invoicing

28. Document Upload Feature

29. Project Sponsor - Application

30. Project Sponsor – SF Customers

31. Project Sponsor – MF Template

32. Res & HTR Resources • EnerTrek® System Login: http://sharyland.tx.ressop.com/Login/Login.aspx • Res Programs’ Information: http://www.sharylandefficiency.com/residential/overview.htm • Downloads • SOP Agreement • Program Manual • EnerTrek User Guide • Host Customer Agreement • Customer Acknowledgement and Certificate (single and multi-family) • Income Verification Forms (single and multi-family) • Field Data Sheet • All Bills Paid Affidavit • Service Territory

33. 10 Minute BreakUse the webinar toolbar to ask questions.

34. Question and Answer SessionUse the webinar toolbar to ask questions.