Online RETROFIT Application Training Manual

Online RETROFIT Application Training Manual
Online RETROFIT PROGRAM
Application Training Manual
Version 1.1
August 2011
TABLE OF CONTENTS
1
ABOUT THIS TRAINING MANUAL ................................................................................................ 3
2
HOW TO USE THE TRAINING MANUAL ....................................................................................... 4
3
PROGRAM INFORMATION AVAILABLE ONLINE ........................................................................... 6
4
CREATING A NEW USER ACCOUNT ......................................................................................... 12
5
LOGGING INTO YOUR USER ACCOUNT .................................................................................... 16
6
USER ACCOUNT LANDING PAGE ............................................................................................. 17
7
HOW TO RESET YOUR PASSWORD .......................................................................................... 19
8
STARTING A RETROFIT PROGRAM APPLICATION ..................................................................... 22
9
STEP 1: AUTHORIZATION ........................................................................................................ 25
9.1
ASSIGNING AN APPLICANT REPRESENTATIVE ...........................................................................................26
10
STEP 2: THIRD PARTY CONTRIBUTIONS ................................................................................. 40
11
STEP 3: SITE AND PROJECT DETAILS ..................................................................................... 41
11.1
11.2
11.3
11.4
11.5
11.6
11.7
11.8
11.9
12
SITE DETAILS .................................................................................................................................42
TENANT EDUCATION INCENTIVE .........................................................................................................45
SOCIAL HOUSING ADDER .................................................................................................................47
PROJECT DETAILS ..........................................................................................................................49
PRESCRIPTIVE APPROACH ................................................................................................................50
ENGINEERED APPROACH .................................................................................................................56
CUSTOM APPROACH .......................................................................................................................61
CUSTOM PROJECT M&V PLAN .........................................................................................................66
HEAD OFFICE APPLICATIONS ............................................................................................................68
STEP 4: CONFIRM AND SUBMIT ............................................................................................... 71
12.1
12.2
PRE-PROJECT APPLICATION ‘VIEW’ PAGE ...........................................................................................73
APPLICANT REPRESENTATIVE SUBMIT TO APPLICANT ............................................................................75
13
PRE-PROJECT APPLICATION APPROVAL ................................................................................. 84
14
COMPLETING THE POST-PROJECT SUBMISSION .................................................................... 85
14.1
14.2
14.3
14.4
14.5
15
PRESCRIPTIVE APPROACH ................................................................................................................89
ENGINEERED APPROACH .................................................................................................................95
CUSTOM APPROACH .....................................................................................................................101
POST-PROJECT APPLICATION SUMMARY ..........................................................................................106
POST-PROJECT SUBMISSIONS FOR HEAD OFFICE PROJECTS ...............................................................108
CONFIRM AND SUBMIT .......................................................................................................... 109
15.1
APPLICANT REPRESENTATIVE SUBMIT TO APPLICANT ..........................................................................112
16
POST-PROJECT SUBMISSION APPROVAL .............................................................................. 122
17
FINAL INCENTIVE PAYMENT ................................................................................................... 123
18
APPENDIX A: INELIGIBLE DOCUMENT TYPES ......................................................................... 124
19
APPENDIX B: SYSTEM GENERATED EMAIL NOTIFICATIONS ................................................... 125
20
APPENDIX C: ONLINE RETROFIT APPLICATION CHECKLIST (V1.0) ......................................... 135
1
About this Training Manual
This training manual is intended to assist representatives of businesses, institutions, government
agencies, industrial or multi-residential facilities (known in this manual as “Applicants”) in
submitting an online application to the RETROFIT PROGRAM via the saveONenergy website
(saveonenergy.ca).This manual is also intended to assist individuals who are authorized to
complete the RETROFIT application on behalf of an Applicant such as a contractor or project
manager (Applicant Representative).
Examples of potential Applicants to whom this manual is targeted may include:
• Businesses such as retailers, financial institutions and real estate companies
• Buildings such as multi-residential, offices, apartments and condominiums
• Facilities such as sports arenas, farms and warehouses
• Institutions such as municipalities, hospitals and schools
• Industrial sites such as manufacturing/assembly plants, processing operations and water
treatment plants
• Others such as places of worship and not-for-profit organizations
This document is not intended for residential customers or transmission-connected customers
who may otherwise be eligible under residential or industrial programs.
Application Process Overview:
Using detailed explanations and supporting screen shots, this training manual explains how you,
the Applicant or Applicant Representative, are able to:
•
•
•
•
•
•
Submit a RETROFIT PROGRAM application online
Assign an Applicant Representative to complete the application on your behalf
Upload pre-project-related information such as manufacturer’s technical sheets, quotes,
invoices, tenant education plans, M&V plans etc.
Receive system generated emails at certain project milestones such as when the project
is reviewed and pre-approved by your local electric utility.
Following project completion, update the project timeline, project costs and scope, and
upload documentation to support project completion
View the status of the project, such as when the final incentive claim is approved
To view a list of the information and supporting documentation required to complete an
application online for the RETROFIT PROGRAM please see the online RETROFIT PROGRAM
Application Checklist included in Appendix C of this document.
This training manual does not provide details on the RETROFIT PROGRAM eligibility rules and
requirements. Please contact your local electric utility to determine if your project is eligible.
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2
How to use the Training Manual
This section will help you better understand the RETROFIT PROGRAM Application process
on the saveONenergy website.
1. Table of Contents:
To quickly navigate to a specific section within this training manual, follow the steps
detailed below:
• Go to the Table of Contents
• Identify the section of the manual you would like to navigate to
• Press and hold down the ‘Ctrl’ (control) button on your keyboard.
• While holding down the control button, right click on the section you wish to
navigate to
• You will then be redirected to the beginning of the selected section of the
manual
2.
Callouts:
Within this manual, callouts are frequently used to highlight a specific area of a
screen shot. Look for these callouts to provide visual guidance in better
understanding the instructions provided.
Example: The screen shot below has a callout which indicates where to click in order
to register for a new User account. This instruction is found at the top of the screen
shot as indicated by the letter ‘A’.
A. Click on the ‘Register’ tab to create a new User Account.
A
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3.
Manual Tips
Throughout this document, you will notice the word ‘tips’ placed in callouts or
bounded by the saveONenergy as shown below. Look for these tips to provide
further assistance in completing the RETROFIT PROGRAM application.
TIP: Your password
must be at least 8
characters long,
contain at least one
number and must have
one capital letter.
4. Caution signs
Another symbol used in the manual is the caution sign as shown below. Look for this
symbol which highlights items you should pay particular attention to when navigating
through the online application process.
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3
Program Information Available Online
This section identifies where an interested Applicant would locate information and relevant
program documents available for the Business Programs, specifically the RETROFIT
PROGRAM, on saveonenergy.ca.
1. To access information about the saveONenergy FOR BUSINESS programs, an
Applicant has the option of clicking either of the below identified links available on
saveonenergy.ca.
A.
B.
FOR BUSINESS
FOR BUSINESS
A
B
2. An Applicant will then be directed to the business programs landing page as shown in the
screen shot below where a list of available business programs are displayed on the left
navigation bar.
2. To locate information about the RETROFIT PROGRAM, click on the ‘RETROFIT PROGRAM’
link located on the left navigation bar.
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2
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3. For those who are not as familiar with the available Business Programs, using the sector
based page as shown below, an Applicant can select the sector which pertains to their
business. Based on this selection, a list of available programs will be displayed.
4. An Applicant clicks on the appropriate drop-down menu for their business sector to
further specify their business type.
4
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5. To locate information about the RETROFIT PROGRAM, an Applicant can click on the
‘LEARN MORE>>’ link located under RETROFIT PROGRAM heading.
5
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6. Prior to beginning a RETROFIT PROGRAM application, it is recommended that an
Applicant review the relevant program documents. To access these documents, click on
the ‘Relevant Documents’ link located on the left navigation bar as shown in the screen
shot below.
6
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The relevant program documents for the RETROFIT PROGRAM are available for download as
displayed in the screen shot below.
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4
Creating a New User Account
This section provides an overview of the process an Applicant undertakes when registering
for a user account on saveonenergy.ca. A user account is required if the Applicant wishes to
access and submit a RETROFIT PROGRAM application.
A. Click on the ‘Register’ tab to create a new User Account.
A
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B. Select the ‘I am a Business, Institution, Government, Industrial
or Mulit-Residential Facility Applicant and/or I am an Applicant
Representative (Contractors/Supplier)’ option and click ‘Next’ to
proceed with the User Account Registration Process.
B
C. In order to register for a new User Account, all required fields noted
with an asterisk (*) must be completed, the user must accept to the
Terms and Conditions then click the ‘Register’ button located at the
bottom of the screen.
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TIP: Your password must
be at least 8 characters
long, contain at least one
number and must have
one capital letter.
D. A new screen will appear
TIP: The Security Code is case
sensitive. Prior entering the code, if
you cannot decipher the characters,
click ‘Generate New Image’. Once
you begin
entering thethat
code,their
this link
notifying
the Applicant
User
will disappear.
Account has been successfully created.
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Note: The system is not currently configured to generate an email as detailed in
the screen shot below. A user can immediately login to their user account after
receiving this message.
Click here to Login
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5
Logging into your User Account
Once an Applicant has successfully registered for a User Account, they may login to access
the online RETROFIT PROGRAM application.
A. The email address and password provided during the User Account Registration
Process are used to log into the system and access the online RETROFIT
PROGRAM application.
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6
User Account Landing Page
After successfully logging in to your User Account using the e-mail address and
password specified during User Account Registration Process, the Applicant will be able
to access the following Account Summary Page:
H
A
B
C
F
I
D
G
E
A. The ‘Programs available to you’ section indicates which programs an Applicant
can submit an online application for. If a program is not listed under this heading,
then a paper application can be submitted directly to the local electric utility.
B. View the ‘Account Details’ which includes all the information provided by the
Applicant during the User Account Registration Process.
C. Edit your User Account information by clicking ‘EDIT ACCOUNT DETAILS>>’.
D. View a list of all applications the Applicant has started under ‘Status of your
Applications’
E. Under the ‘Actions’ heading, the webpage will display the actions available to
the Applicant based on the status. For example, if the status is ‘Pre-Project
Submission – Submitted to LDC for Approval’ the Applicant only has the
ability to ‘View’ a summary of the application as shown in the screen shot above.
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F. To learn more about a program, select the ‘LEARN MORE>>’ link located under
the ‘Programs available to you’ heading. The Applicant will be directed to the
landing page where further details about the selected program are available.
G. To begin an online application, click the Get Started>> button located under the
program name.
H. The Applicant may select ‘Logout’ at anytime to exit their user account.
I.
To close a user account, select ‘CLOSE ACCOUNT>>’ which will deactivate any
applications previously submitted or saved as draft.
If you decide to close your user account, the webpage will display a confirmation
message prior to closing the account as shown in the screen shot below.
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7
How to reset your password
If you forgot your password which was selected during the User Account Registration Process
which is used to log into your saveONenergy user account, follow the steps below to reset it.
A. Click the ‘Login’ button as shown in the screen shot below.
A
B. Click the ‘Forgot’ hyperlink located beside the ‘Password’ heading
B
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C. Enter the email address associated with your user account and click ‘Submit’
C
D. You will be directed to the following confirmation page
E.
Login to your email account in order to access the system generated email which
you will need in order to reset your password.
TIP: If you do not receive this
email in your inbox, check your
junk mail box. Also check with
your IT department to see if this
email address is white listed.
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F.
Copy the URL provided in the email and paste it into a new web browser. This
URL link is unique to your user account.
G. The system will prompt you to enter a new password twice as shown below
G
H
H. Once you have finished entering a new password, click ‘Submit’
I.
You will be directed to a page confirming that your password has been reset as
shown below.
J
J.
Click the ‘Login’ button as shown above to log into your account using the new
password.
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8
Starting a RETROFIT PROGRAM Application
A. The Applicant must first login using the email address and password provided
during the User Account Registration Process as detailed in Section 3.
B.
Once you login to your User Account, you will be directed to the main user
account landing page. From here, click the ‘GET STARTED >>’ link located
under the ‘RETROFIT PROGRAM’ heading in order to begin the online
application process.
B
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C. You will be prompted to enter the 6 digit postal code of your project location then
click `Search` to proceed. Based on the postal code entered, the system will
determine the local electric utility which is registered to deliver the RETROFIT
PROGRAM.
C
If your local electric utility has not registered for the RETROFIT PROGRAM, you will not be able
to proceed in the online Application Process and will receive the below message. If you receive
this message, please contact your local electric utility. This contact information is available at
https://saveonenergy.ca/Home/Contacts.aspx.
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D. Based on the postal code entered, the system will determine the local electric
utility which services your project location.
E. If the webpage displays the correct local electric utility, click `Yes, this is my
utility company’ to proceed in the application process.
F. If not, click `Select a different utility company` to view a complete list of all the
utilities at which point you can then select the appropriate local electric utility
from.
E
F
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9
Step 1: Authorization
The authorization section is the first of four sections of the RETROFIT PROGRAM
application process.
A. The tabbed progress bar of the application process located at the top of the
screen will help identify the section you are completing as you navigate through
the online application.
A
TIP
TIP
It is recommended that the Applicant views the RETROFIT PROGRAM Eligibility criteria prior to
starting the application process to determine if the project is eligible. This document contains
project eligibility requirements such as the minimum incentive requirements etc.
Prior to submitting a RETROFIT PROGRAM Application, the Applicant must accept to the
Participant Agreement. It is also recommended that the Applicant review these terms prior to
starting the application process.
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9.1 Assigning an Applicant Representative
An Applicant may assign an Applicant Representative (AR) to complete a RETROFIT
PROGRAM Application on their behalf. An Applicant Representative could be someone
internal to the Applicant’s company, or someone from an external supplier such as a
contractor or project manager who is authorized to complete the application on behalf of
the Applicant.
There are two options to assign an Applicant Representative:
Option 1: The Applicant initiates the RETROFIT PROGRAM Application Process
and assigns an Applicant Representative.
Option 2: The Applicant Representative initiates the RETROFIT PROGRAM
Application Process and identifies the Applicant.
To successfully assign an Applicant Representative using either option 1 or option 2 as
described above, both the Applicant and Applicant Representative must have existing
User Accounts. If either the Applicant or Applicant Representative has not registered for
a user account please have them create one before designating them in the following
Application.
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9.1.1 Option 1: Applicant Assigns Applicant Representative
To assign an Applicant Representative to complete the RETROFIT PROGRAM
Application process on behalf of the Applicant, follow the steps detailed below.
A. Within the ‘Authorization’ section of the RETROFIT PROGRAM Application
process, select the answers to the questions as shown in the screen shot below and
click ‘Next’ to proceed.
A
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The Applicant must complete the ‘Third Party Contributions’ question as the Applicant
Representative will not have the opportunity to do so once they are assigned to complete the
RETROFIT PROGRAM application. Please see Sections 9 of this training manual for guidance
on completing this section.
B. The webpage will display the Applicant’s company details and contact information as
shown in the screen shot below. These fields are not editable at this point in the
application process. To edit any of these fields, return to your main user account
landing page.
B. To return to your
User Account landing
page, click here.
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C. Enter the email address of the Applicant Representative who will be assigned to
complete the application and click ‘Search’.
C
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D. The webpage will display the name and company associated with the specified email
account as shown in the screen shot below.
D
E
E. If the webpage displayed the correct information for the Applicant Representative,
select ‘Yes’ to proceed with the application process.
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F. The webpage will then display the contact information associated with the email
address entered for the Applicant Representative as shown in the screen shot below.
Tip: Click ‘Clear’
to search for a
new Applicant
Representative.
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It is important to confirm that the correct Applicant Representative is assigned to the application
because once the user clicks ‘Next’ to proceed in the application process; you cannot change the
Applicant Representative assigned to this application.
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G. At this point in the process, the Applicant Representative has been successfully
assigned to the RETROFIT PROGRAM application. The system will generate an
email notification to the Applicant Representative notifying them of this. The
Applicant can click ‘Save and return at a later date’
G
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H. When the Applicant Representative logs into their User Account, they will be able to ‘Edit’ the
RETROFIT PROGRAM Application assigned to them via their User Account landing page.
Logged in as the
Applicant Representative
Application started
by Applicant
H
I.
Please see Section 9 for detailed instructions to complete the balance of the
application.
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9.1.2 Option 2: Applicant Representative Identifies Applicant
The Applicant Representative can initiate the RETROFIT PROGRAM Application
Process and identify the Applicant who they wish to complete the application on
behalf of, by following the steps detailed below.
A. Within the ‘Authorization’ section of the RETROFIT PROGRAM Application
process, select the answers to the questions as shown in the screen shot below and
click ‘Next’ to proceed.
Logged in as John Smith who will
assume the role of an Applicant
Representative for this application.
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The Applicant Representative must complete the ‘Third Party Contributions’ section of the
application if applicable. Please see Section 9 of this training manual for guidance on completing
this section.
B. Enter the email address of the Applicant who the Applicant Representative will be
completing the RETROFIT PROGRAM Application Process on behalf of and click
‘Search’.
B
C. The webpage will display the name and company associated with the specified email
account as shown in the screen shot below.
C
D
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D. If the webpage displays the correct information for the Applicant, select ‘Yes’ to
proceed with the application process. The webpage will then display the contact
information associated with the email address entered for the Applicant as shown in
the screen shot below.
TIP: Click ‘Clear’
to search for a
new applicant.
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It is important to confirm that the correct Applicant is identified within this section of the
application because once the user clicks ‘Next’ to proceed in the application process; you cannot
change the Applicant assigned to this application.
E. The webpage will display the Applicant Representative’s company details which is
editable at this point in the application process. To edit any of these fields, return to
your main user account landing page.
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F. Please see Section 9 of this training manual for detailed instructions on how to
complete the balance of the application process. Once the Applicant Representative
has completed the application, a system-generated email will be sent to the Applicant
notifying them of the completed application, which must be reviewed prior to
submitting to their local electric utility.
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10 Step 2: Third Party Contributions
To complete the ‘Third Party Contributions’ section of the application, you must select the ‘Yes’
radio button, which will trigger the web page to expand and provide the opportunity to complete
this section as shown in the screen shot below.
TIP: The system will
automatically default the
answer to this question as
‘No’. To view the details as
shown below, you must
select ‘Yes’.
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11 Step 3: Site and Project Details
This section is broken up into two main components, which represent the ‘Site and Project’ tab
of the RETROFIT PROGRAM application process;
1. Site Details
2. Project Details
Note: The process to complete the ‘Site and Project Details’ sections can be completed by
either the Applicant or, if applicable, the Applicant Representative.
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11.1 Site Details
Information about the building is requested to gather data about overall savings and condition of
the building stock.
A. To complete the Site Details section of the RETROFIT PROGRAM Application, all
fields marked with an asterisk (*) are mandatory and must be completed prior to
clicking ‘Next’ to proceed with the application process.
Based on the postal code entered in
this field, the system will assign the
application to the servicing local
electric utility.
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A
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B.
Once you click ‘Next’ as indicated in the screen shot above, the system will
determine which local electric utility services the facility based on the postal code
entered in this section of the application. If the system finds only one local electric
utility that services the applicant’s facility/building, the system will map the application
to the appropriate local electric utility. If the system finds more than one local electric
utility mapped to the postal code provided, the webpage will present a screen
prompting the user to select the correct utility as shown in the screen shot below.
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11.2 Tenant Education Incentive
If the building to be retrofitted is a multi-family building, an Applicant can
elect to receive an additional incentive available for tenant education.
The process to apply for this incentive is detailed in this section.
A. To apply for the Tenant Education Incentive, you must select at least one of the
following ‘Building/Property types’ within the ‘Site Details’ section of the
RETROFIT PROGRAM application;
•
•
•
Multi-Residential – Condominium
Multi-Residential – Rental Apartment
Multi-Residential - Social Housing Provider
Any of these building type selections will trigger the web page to expand and provide
an opportunity to apply to receive this additional incentive amount as shown in the
screen shot below.
A
TIP: To find out how
the Tenant Education
Incentive is
calculated, click here.
TIP: To find out if
your building is
eligible to receive
the Tenant
Education Incentive,
click here.
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B. To apply for the Tenant Education Incentive, click the check box as shown in the
screen shot below.
B
C
C. Once the check box has been checked, the webpage will expand and provide an
opportunity to upload and attach a Tenant Education Proposal to the RETROFIT
PROGRAM application. Click ‘Select’ to locate and upload your Tenant Education
Proposal.
D. Following completion of the RETROFIT PROGRAM application, the system will
calculate and display the eligible Tenant Education Incentive amount on the ‘View’
page.
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11.3 Social Housing Adder
Within the RETROFIT PROGRAM online application process, an Applicant who is an
eligible Social Housing Provider can elect to receive an additional incentive known
contractually as the ‘Social Housing Adder’. Additionally, the Applicant can also elect
to receive the Participant Advance Payment. The process to elect to receive both of
these options is detailed in this section.
A. To apply for the Social Housing Adder and Participant Advance Payment, you must
select ‘Multi-Residential - Social Housing Provider’ from the choices in the
‘Building/Property Details’ question within the ‘Site and Project Details’ section of
the RETROFIT PROGRAM application.
This building type selection will trigger the web page to expand and provide an
opportunity to apply to receive the Social Housing Adder and the Participant Advance
payment as shown in the screen shot below.
A
TIP: To find out how
the Social Housing
Adder is calculated,
click here.
TIP: To find out if an
applicant is eligible to
receive the Social
Housing Adder and
Participant Advance
Payment, click here.
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TIP: To find out how
the Participant
Advance Payment is
calculated, click here.
B. To apply for the Social Housing Adder and Participant Advance Payment, click the
check box as shown in the screen shot below.
B
TIP: If you select the “MultiResidential – Social Housing
Provider” building type, you may
also apply for the Tenant
Education Incentive as well.
C. Once the application has been completed, the system will calculate the eligible
Participant Advance Payment and display on the ‘View’ page.
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11.4 Project Details
To complete the following page, first select the description from the drop-down menu that
best describes the project. The options include:
1. Planned replacement
2. Unexpected replacement
3. New equipment for process or expansion operation
4. Equipment Efficiency upgrade
The second question will determine which types of measures are included in the RETROFIT
PROGRAM application which can include prescriptive measures, engineered measures
and/or custom measures.
As shown in the screen shot below, the next sections explain each approach beginning with
the Prescriptive Approach.
TIP: Click any of the Help links
beside the approach names
(Prescriptive, Engineered, and
Custom) to learn more about what
each entails.
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11.5 Prescriptive Approach
In order to complete the Prescriptive Approach portion of the RETROFIT PROGRAM
Application, the Applicant or AR must complete the following steps:
A. Enter the total estimated equipment costs for ALL prescriptive measures in the
‘Prescriptive Approach Project Cost’ section.
B. Select from the ‘Prescriptive Worksheet Type’ drop down list the Prescriptive
Worksheet which is applicable to this application. Based on this selection, the
system will filter only those measures from the selected Prescriptive Worksheet and
display in the second drop-down list.
C. Select from the ‘Prescriptive Measure’ drop-down list the prescriptive measure to
be installed.
D. Enter the number of units to be installed in the ‘Quantity’ field. Below you will find
instructions on how to enter the quantity for certain prescriptive measures:
Occupancy Sensors:
Given that proration of incentive rates for occupancy sensors is permitted for
controlled loads of less than 300W per sensor, the quantity used to calculate the
Incentive amount will include decimal places. Given that decimal places are not
accepted in the online application form, a whole number must be entered. To do
this, calculate the quantity then round the number up. For example, in the case of
an occupancy sensor which has a controlled load of 200W, this measure would
have a calculated quantity of 0.67 (200W/300W). 0.67 rounded up to the nearest
whole number equals 1. As such, a quantity of “1” must be entered into the online
application form. IMPORTANT NOTE: The above steps are only to be used for
submitting the online application. Supporting documents, specifically, the Lighting
Prescriptive worksheet must indicate the calculated quantities as such, using the
previous example, you would need to be complete the Lighting Prescriptive
Worksheet using a quantity of 0.67.
Unitary AC:
The Incentive amount for eligible unitary AC units is calculated by multiplying the
number of units to be installed by the size of each unit (in tons) which is then
multiplied by the participant incentive rate ($/ton). If your project contains a
prescriptive unitary AC unit, you will be required to multiply the number of AC
units by the size of each unit (in tons) and enter this result into the ‘Quantity’
field within the Prescriptive Approach. If this value contains a decimal place,
round up the calculated quantity to the nearest whole number and enter this
value into the ‘Quantity’ field within the Prescriptive Approach section. As is the
case with Occupancy Sensors as noted above, the Unitary AC Prescriptive
Worksheet must be completed with the calculated quantity (including decimal
places) and uploaded as supporting documentation to the RETROFIT
Application.
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Solar Hot Water Collectors:
The Incentive amount for eligible solar hot water collectors is calculated by
2
multiplying the total collector area (in m ) by the associated performance factor of
the unit which is then multiplied by the unit Participant Incentive amount. If your
project contains a solar hot water collector, you will be required to multiply the
2
total collector area (in m ) by the associated performance factor and enter this
result into the ‘Quantity’ field within the Prescriptive Approach section. If the
product (total collector area x associated performance factor) contains decimal
places, round this value to the nearest whole number and enter it into the
‘Quantity’ field within the Prescriptive Approach. As is case with the measures
noted above, the Alternative Energy Measures for Service Hot Water Prescriptive
Worksheet must be completed with the product (including decimal places) and
uploaded as supporting documentation to the RETROFIT Application.
E. Click ‘Save & Add’ to add the prescriptive measure to your application.
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TIP: Click here to
view a list of ineligible
project costs for
prescriptive
measures.
A
B
C
D
E
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F. Once the ‘Save & Add’ button is clicked, the system will perform the following:
i. Display the measure name, per unit incentive amount and calculate the
eligible participant incentive amount
ii. Update the ‘Prescriptive Approach Estimated Incentive’ which
represents the total participant incentive amount for all prescriptive
measures.
F (ii)
F (i)
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G. Repeat steps (A) to (F) to add additional prescriptive measures to the project.
H. Upload the following supporting documentation under the ‘Supporting
Documentation’ section:
i. Completed prescriptive worksheet(s) detailing additional measure information
such as the Manufacturer and Model number.
ii. Estimates, quotes or proposals to support the estimated project cost.
iii. Manufacturers’ technical specification sheets demonstrating that the equipment
meet the program requirements.
TIP: Download the applicable prescriptive
worksheet here and complete with additional
information such as manufacturer and model
numbers then upload in the ‘Supporting
Documentation’ section.
TIP: To determine if the
document was
successfully uploaded,
the system will display
a green dot beside the
file name. If you see a
red dot, this indicates
an unsuccessful file
upload. For a list of
document types which
cannot be uploaded,
please refer to
Appendix A of this
training manual.
TIP: To remove a
measure, click Remove
H (i)
H (ii)
H (iii)
J
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I.
Review the information provided in the Prescriptive Approach portion of the
RETROFIT PROGRAM Application
J.
Click ‘Next’ to proceed in the RETROFIT Application process.
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11.6 Engineered Approach
In order to complete the Engineered Approach portion of the RETROFIT PROGRAM
Application, the Applicant or Applicant Representative must complete the following steps:
A. Enter the total estimated eligible project costs in the ‘Engineered Approach Project
Cost’ section for ALL engineered measures. NOTE: For engineered measures, there
are only 4 eligible project costs as indicated in the screen shot below.
B. Click the ‘Update’ button which will sum the 4 eligible project costs for the
engineered measures and display in the ‘Engineered Approach Project Cost’ field.
A
TIP: Click here to view
a list of ineligible
project costs for
engineered measures.
B
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C. Upload the following supporting documentation under the ‘Supporting
Documentation’ section:
i. Estimates, quotes, or proposals to support the estimated project cost
ii. Manufacturers’ technical specification sheets demonstrating that the equipment
meets the program requirements.
B
C (i)
C (ii)
TIP: To determine
how the term
Demand Savings is
defined, click here.
D
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TIP: To determine how
the term Energy Savings
is defined, click here.
D. To add an engineered measure to your project, click ‘Add Engineered Measure’ as
indicated in the screen shot above which will trigger the web page to expand as
shown in the screen shot below.
E. Select the ‘Engineered Worksheet’ type from the drop-down menu. Based on this
selection, the system will apply the appropriate incentive structure as follows:
• Lighting Incentive Structure: $400/kW of Demand Savings or
$0.05/kWh of Energy Savings
• Non-Lighting Incentive Structure: $800/kW of Demand Savings or
$0.10/kWh of Energy Savings
F. Upload the completed engineered worksheet by clicking the ‘Select’ button to search
for the document to attach to your application.
G. Enter the Demand Savings (kW) as per the output of the Engineered Worksheet.
H. Enter the Energy Savings (kWh) as per the output of the Engineered Worksheet.
I.
Click ‘Save & Add’ which will add the engineered measure to the application.
E
D
F
G
H
I
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J.
Once the ‘Save & Add’ button is clicked, the system will perform the following;
i. Display the ‘Worksheet Type’, hyperlink to the uploaded engineered
worksheet, ‘Demand Savings’ and ‘Energy Savings’ previously entered.
ii. Based on the selected engineered worksheet type, the system will calculate
the kW and kWh incentive and only display the higher amount in the
‘Estimated Incentive’ field.
iii. Update the ‘Engineered Approach Estimated Incentive’ which represents
the total participant incentive amount for all engineered measures.
TIP: Click on the
engineered
worksheet file name
to view the document
J (ii)
J (iii)
J (i)
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K. Repeat steps (D) to (J) to add additional engineered measures to this application.
L. Review the information provided in the Engineered Approach portion of the
RETROFIT PROGRAM Application.
M. Click ‘Next’ to proceed with the RETROFIT PROGRAM Application process.
M
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11.7 Custom Approach
In order to complete the Custom Approach portion of the RETROFIT PROGRAM
Application, the Applicant or Applicant Representative must complete the following steps:
A. Enter the ‘Base Case’ description for ALL custom measures including the
manufacturers and model numbers of the existing measures to be replaced.
B. Enter the ‘Energy Efficient Case’ description for ALL custom measures including
the manufacturers and model numbers of the proposed measures to be installed.
C. Upload the following supporting documentation under the ‘Supporting
Documentation’ section:
i. Estimates, quotes or proposals to support the estimated project cost
ii. Manufacturers’ technical specification sheets demonstrating that the equipment
meet the program requirements
iii. Supporting calculations for energy (kWh) and demand (kW) savings
A
B
C (i)
TIP: The base case and energy
efficient case text boxes will accept
a maximum of 1,000 characters. To
provide a more detailed description
of the base and energy efficiency
cases, the applicant may upload
this additional information in the
supporting documentation section.
C (ii)
C (iii)
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D. Enter the total estimated eligible project costs in the ‘Custom Approach Project
Cost’ section for ALL custom measures. For custom measures, there are only 9
eligible project costs as indicated in the screen shot below.
E. Click the ‘Update’ button which will sum up the 9 eligible project costs for the custom
measures and display in the ‘Custom Approach Project Cost’ field.
TIP: Click here to
view a list of
ineligible project
costs for custom
measures.
D
E
F
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F. To add a custom measure to your application, click ‘Add Custom Measure’ as
indicated in the screen shot above, which will trigger the webpage to expand as
shown in the screen shot below.
G. Enter a brief custom measure description
H. Enter the ‘Base Case electricity demand (kW)’ for the custom measures as per the
uploaded supporting calculations
I.
Enter the ‘Base Case annual electricity consumption (kWh)’ for the custom
measures as per the uploaded supporting calculations
J.
Enter the ‘Energy Efficient Case electricity demand (kW)’ for the custom
measures as per the supporting calculations
K. Enter the ‘Energy Efficient Case annual electricity consumption (kWh)’ for the
custom measures as per the supporting calculations
L. Select the project type for the custom measure, the options being ‘Lighting’ or ‘NonLighting’. Based on this selection, the system will apply the appropriate incentive
structure as follows:
• Lighting Incentive Structure: $400/kW of Demand Savings or $0.05/kWh of
Energy Savings
• Non-Lighting Incentive Structure: $800/kW of Demand Savings or $0.10/kWh
of Energy Savings
M. Select ‘Save& Add’ to add the custom measure to the application
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G
H
I
F
J
K
L
M
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N. Once the ‘Save & Add’ button is clicked, the system will perform the following:
i.
Display the ‘Measure Description’, ‘Base Case electricity demand (kW)’,
‘Base Case annual electricity consumption (kWh)’, ‘Energy Efficient Case
annual electricity consumption (kWh)’
ii. Calculate and display the ‘Demand Savings’ (kW)
iii. Calculate and display the ‘Energy Savings’ (kWh)
iv. Based on the selected project type (Lighting or Non-Lighting), the system will
calculate the kW and kWh incentive and only display the higher amount in the
‘Calculated Participant Incentive’ field.
v. Update the ‘Engineered Approach Estimated Incentive’ which represents
the total participant incentive amount for all engineered measures.
N (ii)
N (iii)
N (iv)
N (i)
N (v)
Q
O. Repeat steps (D) to (J) to add additional custom measures to the project
P. Review the information provided in the Custom Approach portion of the RETROFIT
PROGRAM Application
Q. Click ‘Next’ to proceed in the RETROFIT PROGRAM Application process
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11.8 Custom Project M&V Plan
If a project contains custom measures with an estimated participant incentive amount greater or
equal to $10,000, the Applicant is required to submit a Project M&V Plan. Once the calculated
participant incentive amount in the Custom Approach section is greater or equal to $10,000, the
webpage will expand and provide an opportunity to upload a Custom Project M&V proposal.
Then, follow these steps:
A. Click ‘Select’ to locate and upload the Custom Project M&V Plan
B. Click ‘Next’ to proceed in the RETROFIT PROGRAM Application process
B
A
C
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NOTE: A Project M&V plan is only required when the Incentive amount from ONLY Custom
Measures (subject to the 50% Eligible Project Cost cap) is greater than $10,000. However, the
system is configured differently such that it asks you to provide a Project M&V plan within the
Custom Approach when the Calculated Incentive amount is greater than $10,000 (i.e. the
Incentive amount is not subject to the 50% Eligible Project Cost cap). Additionally, the system
will cap the Calculated Incentive amount based on 50% of the Eligible Project Cost cap after the
application has been submitted and displays this amount on the summary ‘View’ page accessible
from the main landing page of your user account. Please see section 13.1 for more details.
As such, if the Calculated Incentive amount is for example $35,000 and the Total Eligible Project
Cost is $18,000, the system would request that a Project M&V Plan be uploaded even though the
Eligible Incentive amount calculates to $9,000. Given the system will not allow you to proceed
with the application process, in place of a Project M&V Plan, we ask that you upload a placeholder document in order bypass this system requirement. An example of such placeholder could
be a Microsoft word document stating the following:
“I have uploaded this place holder to by-pass the Project M&V upload requirement given
that my Eligible Incentive amount for custom measures is $9,000. Please refer to uploaded
invoices for supporting documentation”
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11.9 Head Office Applications
Applicants who have more than one project located in multiple facilities serviced by
different local electric utilities have the option of submitting a Head Office Application.
This type of application allows the Applicant the ability to select one local electric utility as
their lead point of contact in the application process. The lead local electric utility is
responsible for coordinating the activities associated with your Application approval with
the other local electric utilities, satellite companies, and issuing the final participant
incentive payment. The process to submit a Head Office Application is as follows:
A. Complete the application process for one building facility as outlined in the sections
above.
B. Before proceeding to the ‘Confirm and Submit’ section of the RETROFIT
PROGRAM application, click the ‘Add another building’ button as indicated in the
screen shot below.
A
C. The system will redirect the Applicant or Applicant Representative to the beginning of
the `Site and Project Details` section of the RETROFIT PROGRAM Application to
add a second facility to the application. Please see Section 10 the training manual for
detailed instructions.
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D. Once the project and site details have been added for the second building/facility, the
system will provide a summary of the buildings/facilities added to the application as
shown in the screen shot below.
TIP: Click the
‘Help’ field to find
information about
the responsibilities
of the lead local
electric utility.
E. Repeat steps (B) to (D) to add additional buildings/facilities to the application.
NOTE: If you have not selected a Lead LDC for your the Head Office Application and you
have not yet submitted the Application to the local electric utility (i.e. the application has a
status of ‘Pre-Project Application - Saved as Draft’), the system will separate each facility
into individual applications. If you wish to continue to enter the information under a Head
Office Application, you will need to select a Lead LDC prior to clicking ‘Save and return
at a later date’ as shown in steps F and G below.
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F. Once the Site and Project Details have been added for each facility, check the box
beside the question “Would you like to assign one local electricity distribution
company (LDC) as your Lead LDC for this Head Office project?”
G. Once the check box has been clicked, the system will expand to display a drop down
list in which the Applicant or Applicant Representative must select the lead local
electric utility which they would like to assign to the Head Office Project.
F
G
H
H. Click ‘Next’ to proceed with the Retrofit Application process.
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12 Step 4: Confirm and Submit
The ‘Confirm and Submit’ section is the final stage before a RETROFIT PROGRAM Application
can be submitted to the local electric utility for review and pre-approval. The process to complete
this section is as detailed below:
A.
Verify that each section of the RETROFIT PROGRAM Application has been
successfully completed. The system will display a warning sign ( ) beside the
section that is not completed and a check mark (
) if all required fields within the
RETROFIT PROGRAM Application have been completed.
A
B
C
B. The Applicant must accept to the RETROFIT PROGRAM Participant Agreement prior
to submitting to the local electric utility.
C. Click ‘Submit’ to proceed in the application process.
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D. The system will display a final confirmation message prior to submitting the
RETROFIT PROGRAM Application as shown in the screen shot below. Select ‘OK´
to proceed.
D
E. The system will direct the Applicant back to their main user account landing page and
update the RETROFIT PROGRAM Application Status as ‘Pre-Project Application –
Submitted to LDC’.
E
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12.1 Pre-Project Application ‘View’ page
Once the Applicant has completed the Pre-Project RETROFIT PROGRAM Application, they have
the option of to view a summary of the application content. The process to view this information
is as follows:
A. On the main landing page of the User Account, click the ‘View’ button for an
Application.
A
B. The system will display a summary of the RETROFIT PROGRAM Application
contents as shown below.
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TIP: If the incentive
for a project is
greater than 50% of
the project costs, the
system will cap the
incentive amount and
display the revised
amount as shown
here.
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12.2 Applicant Representative Submit to Applicant
If an Applicant Representative has completed the RETROFIT PROGRAM Application on behalf
of an Applicant, the Applicant Representative will be directed to the ‘Confirm and Submit’
section where they will be able to submit the application to the Applicant for final review. It is then
up to the Applicant to submit the application to the local electric utility for review and pre-approval.
The process to do this is as follows:
A.
The Applicant Representative must verify that each section of the RETROFIT
PROGRAM Application has been successfully completed. The system will display a
warning sign (
) beside the section that is not completed and a check mark (
)
if all required fields within the RETROFIT PROGRAM Application have been
completed.
Logged in as the Applicant
Representative.
A
B
B. The Applicant Representative must click ‘Submit to applicant’
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C. Once the application has been submitted to the Applicant, the system will do the
following:
i. Direct the Applicant Representative back to their main user account landing
page as shown in the screen shot below.
ii. Change the status of the application to ‘Pre-Project Application – Sent to
Applicant for Review’ which is visible to both the Applicant and Applicant
Representative.
iii. The system will allow the Applicant Representative ‘View’ abilities to the
submitted application.
iv. The system will allow the Applicant ‘Review’ abilities to the submitted
application.
v. The system will also generate an email notification to the Applicant and cc the
Applicant Representative notifying them that an application has been submitted
on their behalf and is waiting their review.
Logged in as the Applicant
Representative.
C (ii)
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C (iii)
D. The Applicant must login to their user account to access the application completed
and submitted by the Applicant Representative.
Logged in as the Applicant.
C (ii)
E
E. The Applicant must click ‘Review’.
F. The system will display a summary of the RETROFIT PROGRAM Application details
entered by the Applicant Representative as shown in the screen shots below.
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TIP: If the
applicant elected
to receive Tenant
Education
Incentive, the
system will
calculate and
display the eligible
amount in the
‘View’ page.
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TIP: If the applicant elected to receive Social
Housing Adder, the system will calculate and
display the eligible amount in the ‘View’ page.
Option 1
Option 2
The Applicant has 2 options at this point in the RETROFIT PROGRAM Application process,
both of which are described in the sections below:
Option 1: Submit the application to the local electric utility for review and preapproval based on the summary view of the application.
Option 2: Reject the application so that;
• The Applicant can modify the application and submit to the local
electric utility
• The Applicant Representative can make further modifications and resubmit to the Applicant.
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12.2.1 Option 1: Approve Application
If the Applicant is satisfied with the information provided in the summary view of the RETROFIT
PROGRAM application provided by the Applicant Representative, the Applicant can submit to the
local electric utility for review and pre-approval. The process to do this is described below:
A. Review and accept the RETROFIT PROGRAM Participant Agreement by clicking
the box as shown in the screen shot below
B. Click the ‘Approve Application’ button as shown in the below screen shot
A
B
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C. Once the Applicant has clicked the ‘Approve Application’ button, the system will:
i. Direct the Applicant back to their main user account landing page as shown in
the screen shot below.
ii. Change the status of the application to ‘Pre-Project Application – Submitted
to LDC’
iii. The system will generate an email notification to the local electric utility
notifying them of the RETROFIT PROGRAM Application submission.
C (ii)
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12.2.2 Option 2: Reject Application
If the Applicant is not satisfied with the information provided in the summary view of the
RETROFIT PROGRAM application provided by the Applicant Representative, the applicant can
reject the application. The process to do this is described below:
A. The Applicant must click the ‘Reject’ button as shown in the screen shot below:
A
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B. Once the ‘Reject’ button has been selected, the system will:
i. Direct the Applicant back to their main account landing page as shown in the
screen shot below
ii. Change the status of the application to ‘Pre-Project Application –
Submission Rejected by Applicant’ which is visible to both the Applicant and
Applicant Representative
iii. Enable ‘Edit’ abilities to the application for both the Applicant and Applicant
Representative
iv. Generate an email notification to the Applicant Representative notifying them
that the Applicant has not been approved.
B (ii)
B (iii)
Once the application has been rejected, there are 2 options as described below:
Option 1: The Applicant can modify the application and submit to the local electric utility
Option 2: The Applicant Representative can make further modifications and re-submit to
the Applicant.
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13 Pre-Project Application Approval
Once the local electric utility has reviewed the RETROFIT PROGRAM Application and completed
the necessary pre-project site visits, they are ready to provide approval to the Applicant to
proceed in the RETROFIT PROGRAM project.
An Applicant will know when their RETROFIT PROGRAM Pre-Project Application has been
approved when:
A. They receive a system generated email notification advising them that the local
electric utility has approved the application
B. The status of the application on the main page of the Applicant’s user account
has been changed to ‘Pre-project Review – Approved to Proceed by LDC’ as
shown in the screen shot below.
B
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14 Completing the Post-Project Submission
Once the Applicant has completed their pre-approved retrofit project, they have the ability to log
back into their user account via the saveONenergy website and update the application with postproject details including:
•
•
•
•
Upload invoices to support project completion
Update the application with actual project start and completion dates
Update project details such as demand and energy savings
Update project costs with each approach
If the Applicant had previously assigned an Applicant Representative to complete the application
process, the same individual has the option of completing the post-project submission as well.
The process to complete the Post-Project Submission, which would be the same if completed by
an Applicant or Applicant Representative, is as follows:
A. Log into your user account via saveonenergy.ca. Please see section 4 for more
details.
B. Locate the application which you would like to add post-project details to and click
the ‘Add Post-Project Submission’ button as per the screen shot below.
TIP: Only applications which
have been approved to
proceed by the local electric
utility will have the ability to
Add Post-Project
information.
B
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C. The system will direct you to the following page which lists the facilities included in
the application.
D
D. Click the ‘Add Post-Project Submission’ hyperlink.
E. The system will direct you to the beginning of the ‘Site and Project Details’ section
of the application as shown in the screen shot below. Notice that fields which are not
editable will be grayed out by the system.
TIP: The contents of these
fields were entered during
the Pre-Project Application
Process and cannot be
edited during the PostProject submission.
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F
G
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F. Update the ‘Actual Project Start Date’ and ‘Actual Project Completion Date’. The
system will default these fields to the estimated project start and completion dates
provided during pre-project submission.
G. Click ‘Next’ to proceed in the post-project submission process.
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14.1 Prescriptive Approach
If the Applicant completed the Prescriptive Approach as part of their pre-project application
submission, the system will direct them to the following page where they will have the opportunity
to update the following information:
1. Prescriptive Approach Project Cost:
A. Update the Prescriptive Project Cost by entering a new value into the ‘Prescriptive
Approach Actual Project Cost’ field.
2. Update the prescriptive measures by doing either of the following:
A. Click the ‘Remove’ hyperlink located beside the measure name to remove a
prescriptive measure entirely
1(A)
2(A)
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i. Clicking the ‘Remove’ hyperlink will trigger the system to change the quantity of the
selected prescriptive measure to ‘Not Installed’ as shown in the screen shot below
ii. The system will also update the ‘Prescriptive Approach Actual Incentive’ amount
when the ‘Remove’ hyperlink is clicked
2(A)(ii)
2(A)(i)
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B. Click the ‘Update Quantity’ hyperlink located beside the measure name to update
the quantity of the prescriptive measure
B
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i. Once the ‘Update Quantity’ hyperlink is clicked for a prescriptive measure, the
system will expand as shown in the screen shot below.
2(B)(ii)
2(B)(i)
2(B)(iii)
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ii. Update the quantity by entering a new value in the ‘Actual Quantity’ field.
iii. Click the ‘Update’ button to update the quantity for the selected prescriptive
measure.
iv. Once the ‘Update’ button is clicked, the system will update the quantity and
incentive amount for the prescriptive measure as shown in the screen shot
below.
v. The system will also update the ‘Prescriptive Approach Actual Incentive’
amount.
2(B)(v)
2(B)(iv)
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3. Upload additional documents to support project completion under the ‘Supporting
Documentation’ section.
Note: documents uploaded during the pre-project application process cannot be
removed.
NOTE: Documents uploaded during the pre-project
application process cannot be removed but can be
viewed by clicking on the hyperlinked document
3
4
4. Once the prescriptive approach has been updated to reflect the post-project completion
details, click ‘Next’ to proceed in the post-project submission.
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14.2 Engineered Approach
If the Applicant has completed the Engineered Approach as part of their Pre-Project Application,
the system will direct them to the following page where they will have the opportunity to update
the following information:
1. Engineered Approach Project Costs:
A. Update the Engineered Project Costs by entering new values under the ‘Engineered
Approach Actual Project Cost’ heading.
B. Click the ‘Update’ button to update the ‘Engineered Approach Project Cost’ to
reflect the revised total project cost.
1(A)
1(B)
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C. Once the ‘Update’ button has been clicked, the system will update the ‘Engineered
Approach Project Cost’ field.
2. Upload additional documents to support project completion under the ‘Supporting
Documentation’ section.
1 (C)
2
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3. Update the engineered measures by doing either of the following:
A. Click the ‘Remove’ hyperlink located beside the measure name to remove an
engineered measure entirely.
3 (A)
i. Clicking the ‘Remove’ hyperlink will trigger the system to populate the Demand
Savings and Energy Savings for the engineered measure with zero as shown
in the screen shot below.
ii. The system will also update the ‘Engineered Approach Actual Incentive’
amount when the ‘Remove’ hyperlink is clicked.
3(A)(i)
3(A)(ii)
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B. Click the ‘Edit’ hyperlink located beside the measure name to update the demand
and/or energy savings of the prescriptive measure
3(B)
i. Clicking the ‘Edit’ hyperlink will trigger the system to expand as shown in the
screen shot below.
ii. Update the Demand Savings and/or Energy Savings
3(B)(i)
3Bii
3(B)(ii)
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iii. Upload a revised engineered worksheet to reflect the changes in the Demand
Savings and/or Energy Savings. The system will not allow you to proceed until
a new document is uploaded as shown in the screen shot below.
3(B)(iii)
3(B)(iv)
iv. Click ‘Save & Add’ to update the engineered measure with the adjustments
made.
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v. Clicking the ‘Save & Add’ button will trigger the system to update the
‘Demand Savings’ and/or ‘Energy Savings’ with the revised values.
vi. The system will also re-calculate the ‘Actual Incentive’ based on the revised
Demand Savings and Energy Savings
vii. Clicking the ‘Save & Add’ button will also update the ‘Engineered Approach
Actual Incentive’ amount.
3(B)(vi)
3(B)(v)
4
3(B)(vii)
4. Once the engineered approach has been updated to reflect the post-project completion
details, click ‘Next’ to proceed in the post-project submission.
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14.3 Custom Approach
If the Applicant has completed the Custom Approach as part of their Pre-Project Application, the
system will direct them to the following page where they will have the opportunity to update the
following information:
1. Upload additional documents to support project completion under the ‘Supporting
Documentation’ section.
TIP: The base case and Energy
Efficient Case descriptions cannot be
be
edited
edited
in the
in the
post-project
post-project
submission.
submission
1
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2. Custom Approach Project Costs:
A. Update the Engineered Project Costs by entering new values under the ‘Custom
Approach Actual Project Cost’ heading.
B. Click the ‘Update’ button to update the ‘Custom Approach Project Cost’ to reflect
the revised total project cost.
2(A)
2(B)
C. Once the ‘Update’ button has been clicked, the system will update the ‘Custom
Approach Project Cost’ field.
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3. Update the custom measures by doing either of the following:
A. Click the ‘Remove’ hyperlink located beside the measure name to remove a custom
measure entirely.
2 (C)
3(B)
3(A)
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B. Click the ‘Edit’ hyperlink located beside the measure name to update the demand
and/or energy savings of the prescriptive measure
i. Clicking the ‘Edit’ hyperlink will trigger the system to expand as shown in the
screen shot below.
ii. Update the Measure Description, Base Case electricity consumption (kWh),
Energy Efficient Case electricity Demand (kW), Energy Efficient Case
electricity demand (kW), Energy Efficient Case annual electricity consumption
(kW) and project type as applicable.
3(B)(i)
3(B)(ii)
3(B)(iii)
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iii. Click ‘Save & Add’ to update the custom measure with the adjustments made.
iv. Clicking the ‘Save & Add’ button will trigger the system to update the
‘Measure Description’, ‘Base Case electricity consumption (kWh)’,
‘Energy Efficient Case electricity Demand (kW)’, ‘Energy Efficient Case
electricity demand (kW)’, ‘Energy Efficient Case annual electricity
consumption (kW)’ and ‘Project type’ as applicable.
v. Clicking the ‘Save & Add’ button will also trigger the system to re-calculate
and display the ‘Demand Savings’ and/or ‘Energy Savings’ with the revised
values.
vi. The system will also re-calculate the ‘Calculated Participant Incentive’ based
on the revised Demand Savings and Energy Savings
vii. Clicking the ‘Save & Add’ button will also update the ‘Custom Approach
Actual Incentive’ amount.
3(B)(vi)
3(B)(iv)
3(B)(v)
5
3(B)(vii)
4
4. If the project contains custom measures with an incentive amount greater or equal to
$10,000, the system will provide an opportunity to upload documents to support any
changed to the Project M&V Plan.
5. Once the engineered approach has been updated to reflect the post-project completion
details, click ‘Next’ to proceed in the post-project submission.
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14.4 Post-Project Application Summary
Once the post-project details have been updated within the prescriptive, engineered and/or
custom approaches, the system will provide a summary of the pre-project application details and
post-project application details as shown in the screen shot below. To proceed in the post-project
application process, click ‘Next’.
If the Total Actual
Incentive amount is
10% greater than
the Total Estimated
Incentive amount,
the system will cap
the Final Incentive
amount and display
here.
TIP: Before clicking
‘Next’ to proceed, it’s a
good idea to print this
page from your web
browser.
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At this point in the application process, the post-project submission has been added for the facility
as shown in the screen shot below.
Click ‘Next’ to proceed in the
‘Confirm and Submit’ section of
the post-project submission.
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14.5 Post-Project Submissions for Head Office Projects
If a Head Office Application was submitted, post-project details must be added for each facility
included in the Pre-Project Application. The process to complete the post-project submission is
as detailed in the above sections.
The screen shot below indicates that the post-project details have been added for ‘Building #1’
but ‘Building #2’ still requires the post-project submission to be completed.
Post-Project details
must be added to
each facility.
Post-Project details
must be added to
each facility.
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15 Confirm and Submit
The ‘Confirm and Submit’ section is the final step prior to submitting the post-project submission
to the local electric utility for further review and approval of the final participant incentive amount.
The process to complete this section is as detailed below:
A.
Verify that each section of the RETROFIT PROGRAM Post-Project Application has
been successfully completed. The system will display a warning sign (
) beside
the section that is not completed and a check mark (
) if all required fields within
the RETROFIT PROGRAM Application have been completed.
B. Click ‘Submit’ to submit the post-project submission as shown in the screen shot
below.
B
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C. The system will display a final confirmation message prior to submitting to the local
electric utility as shown below. Click ‘OK’ to submit the post-project submission.
C
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D. Once the post-project submission has been successfully submitted, the system will
do the following:
i. The system will direct the Applicant back to their main user account landing
page
ii. Change the status of the application to ‘Post-Project Submission –
Submitted to LDC for Approval’ as shown below.
iii. Enable ‘View’ abilities to the application
D(i)
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D(iii)
15.1 Applicant Representative Submit to Applicant
If an Applicant Representative has completed the Post-Project submission on behalf of an
Applicant, they will be directed to the ‘Confirm and Submit’ section where they will be able to
submit the application to the Applicant for final review. It is then up to the Applicant to submit the
post-project submission to the local electric utility for review and approval of the final participant
incentive amount. The process to do this is as follows:
A.
The Applicant Representative must verify that each section of the Post-Project
submission has been successfully completed. The system will display a warning sign
(
) beside the section that is not completed and a check mark (
) if all required
fields within the Post-Project Submission have been completed.
Logged in as the Applicant
Representative.
A
B
B. The Applicant Representative must click ‘Submit to applicant’
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C. Once the post-project submission has been submitted to the Applicant, the system
will do the following:
i. Direct the Applicant Representative back to their main user account landing
page as shown in the screen shot below.
ii. Change the status of the application to ‘Post-Project Submission – Sent to
Applicant for Review’ which is visible to both the Applicant and Applicant
Representative.
iii. The system will allow the Applicant Representative ‘View’ abilities to the
submitted application.
iv. The system will allow the Applicant ‘Review’ abilities to the submitted
application.
v. The system will also generate an email notification to the Applicant and cc the
Applicant Representative notifying them that an application has been submitted
on their behalf and is waiting their review.
Logged in as the Applicant
Representative.
C(ii)
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C(iii)
D. The Applicant must login to their user account to access the post-project submission
completed and submitted by the Applicant Representative.
Logged in as the Applicant
E
C(ii)
E. The Applicant must click ‘Review’.
F. The system will display a summary of the RETROFIT PROGRAM Application
including the pre-project and post-project details as shown in the screen shots below.
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The Applicant has 2 options at this point in the RETROFIT PROGRAM Application process,
both of which are described in the sections below:
Option 1: Submit the RETROFIT PROGRAM, Application with the post-project
details to the local electric utility for review and approval of the final participant
incentive payment based on the summary view of the application.
Option 2: Reject the application so that:
• The Applicant can modify the application and submit to the local
electric utility
• The Applicant Representative can make further modifications and resubmit to the Applicant.
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15.1.1 Option 1: Approve Application
If the Applicant is satisfied with the summary view of the RETROFIT PROGRAM application
including the post-project content provided by the Applicant Representative, they can submit to
the local electric utility for review and approval of the final participant incentive amount. The
process to do this is described below:
A. Review and ensure that the RETROFIT PROGRAM Participant Agreement has been
agreed to as indicated by clicking the box as shown in the screen shot below.
B. Click the ‘Approve Application’ button as shown in the below screen shot
A
B
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C. Once the Applicant has checked the ‘Approve Application’ button, the system will
do the following:
i. Direct the Applicant back to their main user account landing page as shown in
the screen shot below.
ii. Change the status of the application to ‘Post-Project Submission –
Submitted to LDC for Approval’
iii. The system will generate an email notification to the local electric utility
notifying them of the RETROFIT PROGRAM Application submission.
C(ii)
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15.1.2 Option 2: Reject Application
If the Applicant is not satisfied with the information provided in the summary view of the
RETROFIT PROGRAM application provided by the Applicant Representative, they can reject the
application. The process to do this is described below:
A. The Applicant must click the ‘Reject’ button as shown in the screen shot below:
A
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B. Once the ‘Reject’ button has been clicked, the system will do the following:
i. Direct the Applicant back to their main account landing page as shown in the
screen shot below.
ii. Change the status of the application to ‘Post-Project Submission –Rejected
by Participant’ which is visible to both the Applicant and Applicant
Representative
iii. Allow both the Applicant and Applicant Representative the ability to ‘Add PostProject Submission’
iv. Generate an email notification to the Applicant Representative notifying them
that the Applicant has not been approved.
B(ii)
B(iii)
Once the application has been rejected, there are 2 options as described below:
Option 1: The Applicant can modify the post-project submission and submit to the local
electric utility
Option 2: The Applicant Representative can make further modifications and re-submit to
the Applicant.
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16 Post-Project Submission Approval
Once the local electric utility has reviewed the RETROFIT PROGRAM Post-Project Application
and completed the necessary post-project site visits, they are ready to provide approval for the
final participant incentive amount
An Applicant will know when their RETROFIT PROGRAM Post-Project Application has been
approved when:
A. They receive a system generated email notification advising them that the local
electric utility has approved the final participant incentive amount
B. The status of the application on the main page of the Applicant’s user account has
been changed to ‘Post-project Submission – Payment Approved by LDC’ as
shown in the screen shot below.
B
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17 Final Incentive Payment
Once the Post-Project Submission has been approved, the applicant must submit an invoice,
within 90 days following project completion, to their local electric utility. Upon receipt of the
invoice for the final participant incentive amount, the local electric utility will issue payment to the
Applicant. Please contact your local electric company for further details.
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18 Appendix A: Ineligible Document Types
Document file types which cannot be uploaded as part of the RETROFIT PROGRAM Application
include the following:
.ade
.crt
.its
.mde
.prf
.shtml
.adp
.app
.asa
.ashx
.asmx
.asp
.bas
.bat
.cdx
.cer
.chm
.class
.cmd
.cnt
.com
.config
.cpl
.csh
.der
.dll
.exe
.fxp
.gadget
.grp
.hlp
.hpj
.hta
.htr
.htw
.ida
.idc
.idq
.ins
.isp
.jse
.ksh
.lnk
.mad
.maf
.mag
.mam
.maq
.mar
.mas
.mat
.mau
.mav
.maw
.mcf
.mda
.mdb
.mdt
.mdw
.mdz
.msc
.msh
.msh1
.msh1xml
.msh2
.msh2xml
.mshxml
.msi
.msp
.mst
.ops
.pcd
.pif
.pl
.prg
.printer
.ps1
.ps1xml
.ps2
.ps2xml
.psc1
.psc2
.pst
.reg
.rem
.scf
.scr
.sct
.shb
.shs
.shtm
.soap
.stm
.svc
.url
.vb
.vbe
.vbs
.ws
.wsc
.wsf
.wsh
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19 Appendix B: System Generated Email Notifications
The following is a list of the emails which are generated by the system based on the status of the
RETROFIT PROGRAM Application.
Pre-Project Application- Sent to Applicant for Review
From:
[email protected]
Subject:
NOTIFICATION OF saveONenergy RETROFIT PROGRAM APPLICATION COMPLETION
Content:
Dear <Applicant Name>,
Your saveONenergy RETROFIT PROGRAM Application has been completed by your Applicant
Representative, <Applicant Representative Name>, and is ready for you to review and submit.
<Project ID #>
<Site level building address>
Please click here to log into your web account to access the Application and confirm the
information provided by your Applicant Representative is accurate.
Once confirmed, please press the submit button on the last page of the Application. Your
confirmed and submitted application will be automatically sent for approval to your local
electric utility.
If there are revisions required to the Application please click the 'Reject' button and an automatic
email notification will be sent to your Applicant Representative.
For more information, please contact your local electric utility.
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Pre-Project Application –Submission Rejected by Applicant
From: [email protected]
Subject:
YOUR saveONenergy RETROFIT PROGRAM APPLICATION HAS NOT BEEN APPROVED
Content:
Dear <Applicant Representative Name>,
The saveONenergy RETROFIT PROGRAM Application you completed on behalf of the
Applicant, Applicant Name, was not approved by the Applicant.
<Project ID #>
<Site level building address>
Please contact the Applicant to discuss any issues and/or discrepancies that may be the result of
this rejection and re-submit the Application accordingly.
Please <click here> to log into your web account and access the Application.
For more information, please contact your local electric utility.
Pre-Project Application –submitted to the local electric utility
From: [email protected]
Subject:
NOTIFICATION OF saveONenergy RETROFIT PROGRAM APPLICATION SUBMISSION
Content:
A saveONenergy RETROFIT PROGRAM Application has been submitted for your review and
approval.
<Applicant Name>
<Applicant Representative Name>
<Project ID #>
<Site level building address>
Please <click here> to view the details of the saveONenergy RETROFIT PROGRAM
Application.
Online RETROFIT Application Training Manual - Page 126
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Pre-Project Review - Rejected by the local electric utility – Not
Eligible
From: [email protected]
Subject:
NOTIFICATION OF saveONenergy RETROFIT PROGRAM APPLICATION SUBMISSION
NOT ELIGIBLE
Content:
Dear <Applicant Name>,
The saveONenergy RETROFIT PROGRAM Application you submitted to your local electric utility
has not been approved.
<Applicant Representative Name>
<Project ID #>
<Site level building address>
Please contact your local electric utility for details on why this application is not eligible under the
saveONenergy RETROFIT PROGRAM.
Please <click here> to log into your web account to view the Application.
Pre-Project Review - Rejected by local electric utility for Applicant
Adjustment
From: [email protected]
Subject:
NOTIFICATION OF saveONenergy RETROFIT PROGRAM PRE-PROJECT APPLICATION
ADJUSTMENT REQUIRED
Content:
Dear <Applicant Name>,
The saveONenergy RETROFIT PROGRAM Application has been reviewed by your local electric
utility and requires an adjustment.
<Applicant Representative Name>
<Project ID #>
<Site level building address>
Please contact your local electric utility for more details on what adjustments to the Application
are required.
Please <click here> to log into your web account in order to edit the Application and re-submit to
your local electric utility for further review.
Online RETROFIT Application Training Manual - Page 127
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Pre-Project Review-Adjustments submitted to the local electric utility
From: [email protected]
Subject:
NOTIFICATION OF saveONenergy RETROFIT PROGRAM PRE-PROJECT APPLICATION
ADJUSTMENT SUBMISSION
Content:
saveONenergy RETROFIT PROGRAM Application has been adjusted by the Applicant and resubmitted for your review and approval.
<Applicant Name>
<Applicant Representative Name>
<Project ID #>
<Site level building address>
Please <click here> to view the details of the saveONenergy RETROFIT PROGRAM
Application.
Pre-Project Review – Adjustments Sent to Applicant for Review
From: [email protected]
Subject: NOTIFICATION OF saveONenergy RETROFIT PROGRAM APPLICATION
ADJUSTMENT SUBMISSION
Content:
Dear <Applicant Name>,
Your saveONenergy RETROFIT PROGRAM Application has been adjusted by your Applicant
Representative and is ready for your review.
<Applicant Representative Name>
<Project ID#>
<Site Level Building Address>
Please <click here> to log into your web account to access the Application and confirm the
information provided by your Applicant Representative is accurate.
Once confirmed, please press the submit button on the last page of the Application. Your
confirmed and submitted application will be automatically sent for approval to your local electric
utility.
If there are revisions required to the Application please click the 'Reject' button and an automatic
email notification will be sent to your Applicant Representative telling them they have to contact
you for more information.
For more information, please contact your local electric utility. Pre-Project Review – Adjustments
Rejected by Applicant
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Pre-Project Review – Approved to proceed by the local electric utility
From: [email protected]
Subject:
NOTIFICATION OF saveONenergy RETROFIT APPLICATION APPROVAL
Content:
Dear <Applicant Name>,
Your Application for the saveONenergy RETROFIT PROGRAM has been approved by your local
electric utility.
<Applicant Representative Name>
<Project ID#>
<Site Level Building Address>
Please <click here> to view the details of your project approval.
You are now ready to proceed with your project.
For more information, please contact your local electric utility.
Post-Project Submission -Sent to Participant for Review
From: [email protected]
Subject:
NOTIFICATION OF saveONenergy RETROFIT PROGRAM POST-PROJECT APPLICATION
COMPLETION
Content:
Dear <Applicant Name>,
Your saveONenergy RETROFIT PROGRAM Post-Project Submission has been completed by
your Applicant Representative, <Applicant Representative Name>, and is ready for you to
review and submit.
<Project ID #>
<Site level building address>
Please <click here> to log into your web account to access the Application and confirm the
information provided by your Applicant Representative is accurate.
Once confirmed, please press the submit button on the last page of the Application. Your
confirmed and submitted post-project application submission will be automatically sent for
approval to your local electric utility.
If there are revisions required to the Application please click the 'Reject' button and an automatic
email notification will be sent to your Applicant Representative.
For more information, please contact your local electric utility.
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Post-Project Submission - Rejected by Participant
From: [email protected]
Subject:
YOUR saveONenergy RETROFIT PROGRAM POST-PROJECT APPLICATION HAS NOT
BEEN APPROVED
Content:
Dear <Applicant Representative Name>,
The saveONenergy RETROFIT PROGRAM Post-Project Submission you completed on behalf
of the Applicant has not been approved by the Applicant.
<Applicant Name>
<Project ID#>
<Site Level Building Address>
Please contact the Applicant to discuss any issues and/or discrepancies that may be the result of
this rejection and re-submit the Application accordingly.
Please <click here> to log into your web account and access the Application.
For more information, please contact your local electric utility.
Post-Project Submission - Submitted to the local electric utility for
Approval
From: [email protected]
Subject:
NOTIFICATION OF SUBMITTED EVIDENCE FOR saveONenergy RETROFIT PROGRAM
INCENTIVE
Content:
A Post-Project Submission completed under the saveONenergy RETROFIT PROGRAM has
been submitted.
<Applicant Name>
<Applicant Representative Name>
<Project ID #>
<Site level building address>
Please <click here> to view the submitted documentation.
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Post-Project Submission – Rejected by the local electric utility for
Participant Adjustments
From: [email protected]
Subject:
NOTIFICATION OF saveONenergy RETROFIT PROGRAM POST-PROJECT APPLICATION
ADJUSTMENT SUBMISSION
Content:
Dear <Applicant Name>,
The saveONenergy RETROFIT PROGRAM Post-Project Submission has been reviewed by your
local electric utility and requires an adjustment.
<Applicant Representative Name>
<Project ID #>
<Site Level Business Address>
Please contact your local electric utility for more details on what adjustments to the Application
are required.
Please <click here> to log into your web account in order to edit the Application and re-submit to
your local electric utility for further review.
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Post-Project Submission – Adjustments sent to Participant for
Review
From: [email protected]
Subject:
NOTIFICATION OF saveONenergy RETROFIT PROGRAM APPLICATION ADJUSTMENT
SUBMISSION
Content:
Dear <Applicant Name>,
Your saveONenergy RETROFIT PROGRAM Pre-Project Application has been adjusted by your
Applicant Representative, <Applicant Representative Name>, and is ready for your review.
<Project ID>
<Site Level Building Address>
Please <click here> to log into your web account to access the Application and confirm the
information provided by your Applicant Representative is accurate.
Once confirmed, please press the submit button on the last page of the Application. Your
confirmed and submitted Application will be automatically sent for approval to your local electric
utility.
If there are revisions required to the Application please click the 'Reject' button and an automatic
email notification will be sent to your Applicant Representative telling them they have to contact
you for more information.
Post-Project Submission – Adjustments Rejected by Participant
From: [email protected]
Subject:
YOUR saveONenergy RETROFIT PROGRAM POST-PROJECT APPLICATION ADJUSTMENT
HAS NOT BEEN APPROVED
Content:
Dear <Applicant Representative Name>,
The saveONenergy RETROFIT PROGRAM Post-Project Application you completed on behalf of
the Applicant was not approved by the Applicant.
<Applicant Name>
<Project ID #>
<Site level Building address>
Please contact the Applicant to discuss any issues and/or discrepancies that may be the result of
this rejection and re-submit the Application accordingly.
Please <click here> to log into your web account to access the Application.
Online RETROFIT Application Training Manual - Page 132
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Post-Project Submission -Adjustments submitted to the local electric
utility for approval
From: [email protected]
Subject:
NOTIFICATION OF saveONenergy RETROFIT PROGRAM POST-PROJECT APPLICATION
ADJUSTMENT SUBMISSION
Content:
A saveONenergy RETROFIT PROGRAM Post-Project Application has been adjusted by the
Applicant and re-submitted for your review and approval.
<Applicant Name>
<Applicant Representative Name>
<Project ID#>
<Site Level Building Address>
Please <click here> to view the details of the saveONenergy RETROFIT PROGRAM
Application.
Post-Project Submission -Payment Approved by the local electric
utility
From: [email protected]
Subject:
NOTIFICATION OF saveONenergy RETROFIT PROGRAM INCENTIVE APPROVAL
Content:
Dear <Applicant Name>,
Your incentive claim for your saveONenergy RETROFIT PROGRAM Application has been
approved by your local electric utility.
<Applicant Representative Name>
<Project ID#>
<Site Level Building Address>
For more information, please contact your local electric utility.
Online RETROFIT Application Training Manual - Page 133
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Post-Project Submission -Payment Denied by the local electric utility
From: [email protected]
Subject:
YOUR saveONenergy RETROFIT PROGRAM INCENTIVE HAS NOT BEEN APPROVED
Content:
Dear <Applicant Name>,
Your incentive claim for your saveONenergy RETROFIT PROGRAM Application has not been
approved by your local electric utility.
<Applicant Representative Name>
<Project ID#>
<Site Level Building Address>
For more information, please contact your local electric utility.
Online RETROFIT Application Training Manual - Page 134
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20 Appendix C: Online RETROFIT Application Checklist (v1.0)
The following is a list of the information and supporting documentation required to
complete an application for the RETROFIT PROGRAM via saveonenergy.ca.
Understanding what needs to be included as part of your RETROFIT PROGRAM
application will help your local electric company expedite the pre-approval process.
Please see earlier chapters in this manual for detailed information on how to complete
the following information. This checklist is also available separately on the
saveONenergy website.
CREATING A USER ACCOUNT

Company name (full legal name)




Company website
Applicant’s contact details (phone number, address, postal code)
Active email account
Password (must be at least 8 characters long, contain at least one number
and one capital letter)
APPLICANT REPRESENTATIVE (OPTIONAL)

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Email address for Applicant Representative who has already set up a User
Account on saveonenergy.ca
Note: An Applicant may assign an Applicant Representative to complete the RETROFIT
Application on their behalf. An Applicant Representative could be someone internal to the
Applicant’s company, or someone external such as a contactor or project manager.
SITE DETAILS










Address of the project location
HST registrant #
Hydro account #
Approximate year the building was built
Approximate total facility area (sq. ft.) of retrofitted area
Total number of floors
Type of existing cooling system (e.g. split system unitary AC, absorption
cooling system)
Type of heating systems (boiler, furnace)
Estimated project start date & estimated project completion date
Other comments (for example, special site requirements or conditions which
Project Evaluator should be aware of)
Online RETROFIT Application Training Manual - Page 135
V 1.1 August 2011
√
TENANT EDUCATION INCENTIVE (OPTIONAL)

√
Tenant education proposal
PRESCRIPTIVE PROJECTS
√
Project Information:

Estimated prescriptive project cost including the following eligible cost:
o Equipment cost
Supporting Documentation:

Manufacturer technical specification sheet(s)

Equipment cost estimates, quotes, proposals, or invoices

Completed prescriptive worksheets with additional information such as
manufacturer and model numbers
ENGINEERED PROJECTS
Project Information:

Estimated engineered project cost including the following Eligible Costs:
o Equipment cost
o Labour costs for the installation of the equipment
o Disposal/decommissioning costs of the replaced equipment
o Inspection costs of the project as may be required pursuant to Laws and
Regulations
Supporting Documentation:

Manufacturer technical specification sheet(s)

Equipment cost estimates, quotes, proposals, or invoices

Completed Engineered Worksheet(s)
Online RETROFIT Application Training Manual - Page 136
V 1.1 August 2011
√
CUSTOM PROJECTS
√
Project Information:

Estimated Custom Project Cost including the following Eligible Costs:
o Equipment cost
o Labour costs for the installation of the equipment
o Disposal/decommissioning costs of the replaced equipment
o Inspection costs of the project as may be required pursuant to Laws and
Regulations
o Costs of design, engineering and/or architecture associated with the
project
o Project management costs provided by third parties
o Costs to deliver the equipment
o Costs to prepare and implement the Project Measurement & Verification
Plan or costs to assist the LDC in preparing supporting documentation

Brief project description for both the base case (existing equipment) and the
energy efficient case (proposed equipment)
Supporting Documentation:

Manufacturer technical specification sheet(s)

Equipment cost estimates, quotes, proposals, or invoices


Supporting calculations for energy (kWh) and demand (kW) savings
Custom Project Measurement & Verification Plan (required for projects
with estimated incentive amounts > $10,000)
Following completion of your retrofit project, the following information and supporting
documentation is required to complete the Post-Project Submission via the
saveONenergy website.
POST-PROJECT SUBMISSION
Project Information:

Actual project start date & actual project completion date
Supporting Documentation:

Invoices to support final project cost
Online RETROFIT Application Training Manual - Page 137
V 1.1 August 2011
√
To learn more contact your local electric utility.
Subject to additional terms and conditions found at saveonenergy.ca
Subject to change without notice. Funded by the Ontario Power Authority and offered by your local electric utility. A mark of the Prvince of
Ontario protected under Canadian trade-mark law. Used under licence.
OMOfficial Marks of the Ontario Power Authority.
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