20140627Status Report.pdf

Avlsta Corp.
1411 East Mission P.O. Box3727
Spokane. Washington 9922G0500
Telephone 50$.489{500
TollFree 8ur-727-9170
Via: Electronic Mail
Jrulrrc26,2014
Jean D. Jewell, Secretary
Idaho Public Utilities Commission
P O Box 83720
Boise, ID 83720-0074
Dear Ms. Jewell:
Re: Avista Application No. AVU-E-13-09 and AVU-G-13-02, Status Report
Dear Ms. Jewell:
Enclosed for filing with the Commission is a copy of Avista Corporation's, doing business as
Avista Utilities, Status Report in response to the Idaho Public Utilities Commission Order 3309
dated April 3, 2014, on the Company's request for a finding of prudence for its 2010-2012
electic and natural gasi energy effrciency expenditures. A hard copy is being provided via
overnight mail.
Avista Status Report
On September 30, 2013 Avista filed with the Idaho Commission an application, supporting
testimony and exhibits requesting that the Commission find that the Company's electric and
natural gas energy efficiency expenditures from January l, 2010 through December 31,2012
were prudently incurred.
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On March 5,2014 the Commission Staff filed comments including recommending the following:
1. Approve $25,172.700 as prudently incurred expenses for the years 2010-2012. This
amount consists of $19,827,396 in Idaho electric tariff rider expenses and $5,345,304 in
Idaho gas tariffrider expenses.
2. Directs Avista to identiff - or if missing, establish - its central decision maker for DSM
policy and procedures.
3. Defers recovery of Lewis and Clark State College and OER project incentives until
Avista's next prudency filing to provide the Company an opportunity to obtain purchase
and labor invoices and verifr installation of all incented projects.
Avista filed reply comments on March 19,2014 supporting Commission Staff s recommendation
and committed to filing a status report describing how the Company has addressed concems
raised in their comments.
On April 3, 2014 the Commission issued its Order No. 33009 supporting Staffs
recommendations stating "The Company also says it will fumish a report to the Commission
Staff and others before July l, 2014, describing how the Company has addressed Staffs
concerns."
In April 2014, Kevin Christie was named Senior Director of Customer Solutions. In his new role
Kevin will have responsibilrty for, among other things, Demand Side Management and Energy
Efficiency Policy Planning and Analysis. Kevin graduated from Washington State University
with a Bachelors Degree in Business Administration with an accounting emphasis. He also
attended the University of Idaho Utility Executive Course.
Kevin joined the Company in 2005 as the Manager of Natural Gas Planning. In 2007, he was
appointed the Director of Gas Supply. Prior to joining Avista, he was employed by Gas
Transmission Northwest (GTN). From 2000 to 2001, Kevin was employed by PG&E
Corporation (PG&E) as the Manager of Finance and Assistant to the SVP, Treasurer and CFO.
Before joining PG&E, he was employed by Pacific Gas Transmission Company (PGT) from
1994 to 2000. While at PGT, he held several positions including Manager, Pricing and Business
Analysis, Senior Business Analyst, Senior Pricing Planner, and Director of Regulatory Affairs.
2lPage
On June 17, Avista announced that Dan Johnson was named Sr. Manager of Energy Efficiency.
Dan has been with Avista since October 2010 when he was hired as the Smart Grid Project
Manager for the Pullman demonstration project. Most recently, he has been in the role of
Manager of Project Management and Construction Contracts in Generation Production and
Substation Support. He received his Bachelor's Degree in Civil Engineering from the University
of Washington and his Master's in Engineering Management from Portland State University. He
came to Avista from the Spokane Intemational Airport where he was the Director of Engineering
and Planning. Under Dan's leadership, the DSM organization will be fully integrated. Dan
reports directly to Kevin Christie and will assume his role on July 1,2014.
The Company plans to meet with Commission Staffs in Idaho, Washington and Oregon to
introduce both Kevin and Dan and looks forward to sharing information regarding these new
roles and responsibilities as well as the renewed focus on employing utility best practices related
to DSM program implementation and oversight. A meeting will be scheduled with Avista's
Advisory Group as well.
In response to the deferred recovery of costs related to Lewis and Clark State College and the
Office of Energy Resources (OER) project incentives, the Company has completed its
verification of installations and will provide the details in its upcoming July 3l't request for
prudence of its 2013 DSM expenditures.
Attached to this update is Avista's organization chart as it relates to Energy Efficiency and a
copy of the Company's 2014Idaho Demand Side Management Standard Operating Procedures
(SOP). The SOP document provides a detailed explanation of how the DSM programs in Idaho
are to be implemented. The document provides information about the process in order to enable a
consistent understanding of DSM operations. The SOP serves as an instructional resource for all
DSM employees. Avista believes that communicating procedures with consistent results will
ensure that the Company continues to deliver high quality programs and excellent customer
service while achieving energy savings.
3lPage
Again, the Company appreciates the thorough review by the Commission Staff and the
constructive critiques and suggested improvements to Avista's Demand Side Management
programs. The Company looks forward to working with the Commission Staff and other
interested parties as we implement the specific recommendations resulting from our own review
of intemal confrols and best practices.
The Company appreciates the long-standing collaborative working relationship with the
Commission, its Staff and other stakeholders. We believe these relationships have benefited our
customers and all of our stakeholders and have been constructive in refining Avista's DSM
programs.
If you have any questions regarding this update report, please feel free to contact me at (509)
49 5 -497 5 or linda. gervais@.avistacorp.com.
Sincerely,
/t{ LtudarGenta,Lv
Manager, Regulatory Policy
Avista Utilities
linda. gervais@avistacom. com
509-49s-497s
Enclosures
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IDAHO - DSM PROGMMS STANDARD OPERATING PROCEDURES
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IDAHO - DSM PROGRAMS STANDARD OPERATING PROCEDURES
Background
Beginning in 1978 Avista has historically had a significant and consistent commitment to energy
efficiency and spurring many innovations. For example, Avista initiated a large electric{o-natural-gas
conversion program in the early 1990s. ln the mid-1990s, while the electric industry was pulling back
from offering energy efficiency services in expectation of retail electric competition, Avista pioneered
the Energy Efficiency Tariff Rider. The tariff rider was the country's first distribution charge to fund
Demand Side Management (DSM). The tariff rider is an "expensed" ratemaking pass-through
mechanism (providing no additional earnings either through capitalization, shared-benefit incentives
or fixed cost recovery) dedicated to funding customer facility and process energy efficiency
improvements.
The Company's approach to energy efficiency is based on two key principles. The first is to pursue
all cost-effective kilowatt hours by offering financial incentives for most energy saving measures with
a simple financial payback of over one year. The second key principle is to use the most effective
"mechanism" to deliver energy efficiency services to customers. These mechanisms are varied and
include 1) prescriptive programs (or "standard offers" such as high efficiency appliance rebates), 2)
site-specific or "customized" analyses at customer premises, 3) "market transformational," or
regional, efforts with other utilities, 4) low income weatherization services through local Community
Action Agencies, 5) low-cosVno-cost advice through a multi-channel communication effort, and 6)
support for cost-effective appliance standards and building codes.
The Company's programs are delivered across a full customer spectrum. Customers have had the
opportunity to participate and a great many have directly benefited from the program offerings. All
customers have indirectly benefited through enhanced cost-efficiencies as a result of this portfolio
approach.
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IDAHO - DSM PROGRAMS STANDARD OPERATING PROCEDURES
Overview of DSM Standard Operating Procedure (SOP)
This SOP document provides a detailed explanation of how the DSM programs in ldaho are to be
implemented. The document provides information about the process in order to enable a consistent
understanding of DSM operations. The SOP serves as an instructional resource for all DSM
employees. Communicating procedures with consistent results will ensure that the Company
continues to deliver high quality programs and excellent customer service while achieving energy
savings.
DSM Personnel Descriptions
DSM Management: Manager or Director level position, decision maker that directs the overall
operation and policies of the DSM portfolio of programs.
Account Executives (AEs): Actively manage the top 500 customers for various utility needs with
-25% of their time allocated to DSM. This includes customer relationship and project
tracking as it relates to DSM for those large managed accounts along with other commercial
customers as applicable. AEs will primarily work through site-specific projects but may also
assist customers with prescriptive projects. Some commercial customers may go completely
through a prescriptive path without AE assistance.
Program Managers: The central point of development, coordination and implementation of DSM
related programs. Responsible for program delivery from business planning to customer
engagement to customer care and fulfillment as well as reporting.
Program Coordinators: The central point of day to day DSM program operations. Responsibilities
may include customer calls, contractor communications, database entry, contract
administration, rebate processing and reporting.
DSM Engineers: The central point of technical evaluation of measures and projects that may be
eligible for a DSM incentive. Responsibilities may include site visits, building audits, analysis
of energy savings, rebates/incentives calculations, technology research, inspections and
verifications and other program support.
DSM Analysts: The central point of financial and economic evaluation of the DSM portfolio of
programs. Responsibilities may include DSM integrated resource planning, business
planning, year-end reporting, cost-effectiveness evaluations and regulatory reporting
requirements.
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IDAHO _ DSM PROGRAMS STANDARD OPERATING PROCEDURES
Avista External Communications: The central point of coordination for creative design and
strategy, collateral development and support, program promotion and
communication/outreach including earned and paid media.
3'd Party lmplementers: An organization outside of Avista that is contracted to deliver a DSM
program to meet a specific need or target audience that is othenrise difficult to reach. The 3'd
Party lmplementer may design, implement, track and report the activities related to the
program they provide with an Avista Program Manager or Program Coordinator overseeing
the effort depending on maturity and complexity of the contract.
3'd Parqr Evaluators: An organization outside of Avista that is contracted to review DSM programs
and provide recommendations and results related to the program's achievement and
challenges. An evaluator's work may include reports that offer the verification of a program's
installations and energy savings (lmpact) as well as review of program implementation plans
(Process).
Program Descriptions
Commercial Programs: The Company serves the commercial customer through two main delivery
methods. For customers with unique processes to their building's operation, the "Site
Specific" Program is available. For customers who have typical replacements of traditional
equipment (e.9., lighting, insulation, and food service equipment) the "Prescriptive Program"
is utilized.
Residential Programs: The Company's Residential portfolio includes two primary methods of
program delivery to encourage customers to make energy efficiency choices for their home.
The traditional rebate application approach is the main method of program implementation.
The Company also utilizes third-party contractors for other programs that may require
additional technical assistance or have available the appropriate resources for
implementation.
Residential Low lncome Program: The Company leverages the infrastructure of Community Action
Program (CAP) agencies to deliver energy efficiency programs to the Company's low income
customer group. CAP agencies have resources to income qualify, prioritize and treat clients
homes based upon a number of characteristics. ln addition to the Company's annual funding,
the Agencies have other monetary resources that they can usually leverage when treating a
home with weatherization and other energy efficiency measures. The Agencies either have
in-house or contractor crews to install many of the efficiency measures of the program.
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IDAHO - DSM PROGRAMS STANDARD OPERATING PROCEDURES
Demand Side Management (DSM) Tariff Overview
Program Availability: The programs described herein are available to specified residential,
commercial and industrial retail electric customers of Avista for the purpose of promoting the
efficient use of electricity. Customers receiving electric services not specified under Tariff
Schedule 91 are not eligible for services contained in this document. Program availability is
limited to end uses where electricity is or would be the primary energy source. Program
assistance may take the form of either monetary incentives/rebates or other non-monetary
support. The acquisition of these resources should be cost-effective on an aggregate basis
under the guidelines of the Total Resource Cost test.
Program Year Effective Dates: The program year is defined as a calendar year; i.e. January 1
2014 through December31,2014.Programs are annual and on-going until the subsequent
year's business planning process. The programs are subject to change without notice.
Program changes for the following year are communicated to customers and vendors by the
4th quarter of the current program year.
Gustomer Eligibility: The customer must utilize Avista electric as a primary heating source or as
the main fuel associated with other equipment improvements. Other qualifications may be
required depending on the program.
Funding Guidelines: Cash incentives/rebates are available for hard-wired improvements which
result in verifiable energy savings. The incentive/rebate is based on the first-year energy
savings in kilowatt-hours. Projects with a measure life of less than 13 years for non-lighting
measures (8 years for lighting) based upon the simple payback of the individual project are
eligible. Simple payback is defined as the incremental capital cost associated with the energy
efficiency component of the project, divided by the energy savings per year. Energy savings
are calculated using the current retail energy rate. Fuel-conversion incentives are available
only for conversion to natural gas with an end-use efficiency of 44o/o or greater. Table No. 1
below outlines the category of efficiency, the simple payback tier, and the related incentive
amount:
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IDAHO - DSM PROGRAMS STANDARD OPERATING PROCEDURES
Table No. 1
*Applicable to non-lighting measures and lighting measures with independently verified lives of 40,000 hours or grcater.
**Applicable to all lighting measules not otherwise included in the category detined above.
lncentives in which the tier structure applies will be capped at the following levels:
. 7oo/o of the incremental project cost for lighting projects with simple payback of less than
three years;
. 7oo/o of the incremental cost for lighting projects with a verified life of 40,000 hours or
more with a simple payback of less than five years;
. TOyo for non-lighting projects with simple payback of less than five years;
. 50o/o of the incremental project cost for all other types of projects
1 to under 2 years
2 to under 4 years
4 to under 6 years
8 cents
12 cents
16 cents
20 cents6 to under 8 years
6 to under 13 years.
sldrs andovef*
13 years and over
1 to under 2 years
@
1 cent
3 cents
5 cents4 to under 6 years
ffi@ars
13 years and over
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IDAHO _ DSM PROGRAMS STANDARD OPERATING PROCEDURES
lncentives for efficiency measures within the following categories shall not exceed 100% of the
incremental measure cost:
Efficiency programs delivered by community action agencies contracted by the Company
to serve Low lncome or vulnerable customer segments including agency administrative
fees and health and safety improvements.
Low cost electric efficiency measures with demonstrable energy savings (e.9. compact
fluorescent lamps).
Programs or services supporting or enhancing local, regional or national electric
efficiency market transformation efforts.
. Prescriptive programs are based on a typical application of that measure, market
conditions at the time of program design and are based on the previously mentioned
funding structure. These programs are not dependent on actual project cost relative to
incentive/rebate caps. lncentives shall not exceed project costs.
ln addition, the Company may pursue electric efficiency opportunities that may not fit within the
prescribed services, and/or simple pay-back periods described in the tariff however, may
demonstrate a cost-effective acquisition. A special agreement would be issued as necessary.
Non-financial (monetary) Guidelines: Assistance without granting financial incentives/rebates to
the customer is available across all referenced customer segments and may be provided in
various ways that include but are not limited to the following:
Educational: training or informational activities that enhance resource efficiency. This
may include introductions to technology or customer segment specific workshops,
seminars, literature, trade-show or community events; advertising or other approaches
to increase the awareness and adoption of resource efficient measures and
behaviors.
Financial: activities intended to reduce or eliminate the financial barriers to the
adoption of resource efficiency measures. This may include programs intended to
reduce the payment rate for resource efficiency measures, or of leased or loaned
funds or other approaches to financial issues with better than existing market terms
and conditions.
Product Samples: may be provided directly to the customer when resource efficient
products may be available to the utility at a significantly reduced cost as a result of
cooperative buying or similar opportunity.
Technical assistance: may consist of engineering, financial or other analysis
provided to the customer by or under the direction of Company staff. This may take
the form of design reviews, product demonstrations, third-party bid evaluations, facility
audits, measurement and evaluation analysis or other forms of technical assistance
that address the cost-effectiveness and technical applicability or end-use
characteristics of customer alternatives.
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IDAHO _ DSM PROGRAMS STANDARD OPERATING PROCEDURES
Gommercial Programs
Site Specific Program Overview: Commercial customers have the opportunity to propose any
energy efficiency project with documentable energy savings and a minimum ten-year
measure life, for a technical review and potential incentive through the site-specific program.
Multi-family residential developments may also be treated through the site-specific program
when the majority of the units and common areas are receiving the efficiency improvement.
The determination of incentive eligibility is based upon the project's individual characteristics
as they apply to the Company's electric Schedule 90 tariffs. Customers can find information
on commercial (non-residential) energy efficiency programs here.
The site specific program has historically been one of the more cost-effective portions of the greater
DSM portfolio which generates a substantial share of the annual energy savings. The year-to-year
program performance can be somewhat variable due to the timing of the completion of large-scale
efficiency projects.
The site specific program is also utilized to gather data for measures that might be better delivered
as a "prescriptive" rebate. A single customer project can contain both a site specific and a
prescriptive component. While site specific is a custom evaluation that may be unique to that
building's energy use or process; the prescriptive project has been evaluated over time to show that
in a typical retrofit situation of a particular measure, an average amount of energy savings may be
consistently realized. lt is not uncommon to find a single customer installing multiple measures at
once, with some of them evaluated as a site specific while the others have been evaluated through
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IDAHO - DSM PROGRAMS STANDARD OPEMTING PROCEDURES
the prescriptive program if one is available. More information about Avista's Prescriptive Programs
will be addressed later in this document.
Program Design: The site specific program allows the Company to have a flexible response to any
energy efficiency project that has demonstrable kilowatt hour (kWh) savings. The majority of
site specific kilowatt-hour savings are comprised of appliances, compressed air, industrial
process, motors, shell measures and custom lighting projects. Customers or their
representative are required to contact Avista for a site-specific analysis prior to any
equipment being purchased or installed. Based on the post-verification process,
incentives may not be offered after the installation of energy efficiency equipment or
process under this program design.
Program lmplementation: Commercial retail electric customers are eligible. Special contract
customers are not eligible unless they contribute to tariff Schedule 91. There are a number of
phases a site specific project follows from the initial evaluation to the final payment. Below is
a chart of each stage as it relates to the process of implementing the site specific program.
The explanations that follow may consolidate some of these stages for ease of clarifying
program implementationl .
1 On occasion, the order of the steps may fluctuate due to timing or other circumsfancos that are a result of the reality of project
management and day to day business requirements with that particular customer.
pc.11
IDAHO _ DSM PROGRAMS STANDARD OPERATING PROCEDURES
lllustration No. 1- Sife Specific Project Flow Chart
Notify Avista Account Executive of potential energy efficiency opportunity: Avista must be
aware of a project in the planning stages in order for the commercial customer to be eligible
for the site specific program. Opportunities may be identified by the AE, engineers, customer
or a customer representative and should be then directed to the AE who is the one point of
contact. The AE will submit a Tracker to notify engineering of the potential project and
evaluation needs. The Tracker system is addressed later in this section under Program
Reporting. lf needed, Avista may inspect the facility prior to evaluation to determine potential
energy savings and incentive opportunities. The Company offers available web tools for on-
line energy audits using Avista's Business Energy Advisor, as well as access to the
automated benchmarking of their energy through the ENERGY STAR@ Portfolio Manager.
Example of Energy Advisor screen shot and liAk
pe.12
IDAHO _ DSM PROGRAMS STANDARD OPERATING PROCEDURES
Try the Avista Online Energy Advisor
Want lo know whaf s really going 0n with your usage?
. Online Energy Advisor
Our Online Energy Advisor can perform a free energy analysis and show how your home 0r business compares to others of
similar size lor energy use. ofer you fips on how to improve your energy eftciency. ouUine the top ways you can save energy -
cuslomized to you - and more.
TousetheOnlineEnergyAdrisor.pleaseregisteral,l --::,-jr-ri. lfyoualreaclyhaveaMyAccount,simply.:.r: ri.
Once you sion in. vou can make use ofother oreattools and resources.
N.rtomated Benchmarking Service
What is automated benchmarking?
Automated Benchmarl.ing SeMc€ (ABS) works with Energy Staf s Poruolio ltlanager and enables buildang owners to identity poorly
performing buildings and provides baseline data and the means for comparing performance of similar buildings. Building owners can
building data for bencfimarking building energy pertormance. Once this is established. Avista can then upload the last 12 monlhs of
data and continue monthly uploads without any exfa effort by buildinq owners through the AES.
Does your building qualify?
The ABS supports most building tlpes. induding colleges. K-12 scfiool buildings. residence halls. dormitories, multifamily housing,
ofworship.courlhouses,supermarkets.medical andheafiicarefacilities.hotelsandmotels.warehousesandmore. i=,,,:itr:r
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How to get startecl
PG.13
IDAHO _ DSM PROGRAMS STANDARD OPERATING PROCEDURES
Energy Efficiency lmprovement Analysis and Evaluation Report: Avista is dedicated to making
accurate predictions associated with energy efficiency savings. The energy savings, as well
as the incentives offered by Avista are only estimates based on the information provided for
this analysis at the time of the report's creation. An internal process to assist in achieving the
goal of accurate energy savings predictions requires a Technical "Top Sheet" to allow for a
peer review of the engineering report.
Example of Technical Top Sheet
Top Sheet
Technical Review
Avista Demand-Side Management Site-Specific Proiect
Cusbmer Name: Click here to enter text.
Tracker #: Click here to entertext
Tedtnlcal Worken Click here to enter ter(-
Tedrnical Revlewer: click here to enter text.
The purpose ofthts cheddlst ls to lnsure thatallappropdate DSM prccesses andpolldes havebeen
addressed, wlththeneessar'5r doorrentatlon completed andrevlewed,toprovldeAvlsta customers
wlth the mostaccuratelnforuatlon relativetothe euerglemdencfrslte-spedicprolecL Oncethls
cheddlst ts complete, theprorect's reportandsupportlnglnfonnatlon can be provldedtothe
c:rrstomer.
Chedr one boxforeach ltem and addremarksto provlde anyrele\rant ctnter.t orerplenadon
Yes NrrAt]tr 1. Is the englneertng analysis belng performed prlorto t}le EEM prolect compledon and
equlpmentarrlval? IfnoqprovldeJustlflcatlonforthepost-proJectanalysis.
The results of the "Energy Efficiency Evaluation Report" include a summary explanation of the scope
of work and estimated energy savings and incentives the customer would be eligible for should they
choose to make the improvements listed.
PG.14
IDAHO - DSM PROGRAMS STANDARD OPERATING PROCEDURES
Site Specific Program lmplementation continued:
Example of an Energy Efficiency Evaluation Report Summary of Proposed Energy
Efficiency Measures
Scope of Work:
Proposed Project:
The following fixtures fell under Avista's site specific lighting program Replace (9) Single lamp 400W
metal halide fixtures with (3) 43W LED fixtures (4,288hrs/yr).
AE Delivers Report to Customer: The Account Executive will deliver and explain the report's
findings and continue to interact with the customer to determine if and/or when the project
may begin construction. Commercial project implementation is typically a long sales cycle
and often is a year or more before construction may commence. This can be due to a
number of issues that include, but are not limited to: financing, prioritization with other
organization projects, or a change in the scope of work. Significant changes to the scope of
work can result in a revised evaluation report.
Energy Efficiency Agreement (Gontract): lf the customer decides to install the project as
proposed, the Account Executive will then request a contract or as it is titled an "Energy
Efficiency Agreement". All customers who receive an energy efflciency incentive from Avista
must sign a contract that indicates they will keep the equipment in place or replace it with like
or more efficient equipment should it fail. The agreement indicates Avista's commitment to
have efficiency funding for the project and outlines the terms and conditions associated with
project completion and the receipt of eligible incentives.
pa.15
IDAHO _ DSM PROGRAMS STANDARD OPERATING PROCEDURES
Example of Site Specific Energy Efficiency Agreement
Commercial Energr Elllciency Agreement
IssueDate:Applcadon No.
AccomrtNo.ConhactNo.D
Custoner'sLegal Name:TaryayerlD No.
Mai[41 Ad&'ess:
Facllty Adrt'ess:
ContactName:
EnergrEftrciency
Commercial Enerp Efrciency Agreemeot ( Agreemenf) is eatered hto between Avista Corporatiotr (Avista') and
identified above (collectively, the '?arties'). Avista has ideatified opporudties for energr efficiency i
at Cust@€f,'s'Tacili$'ideotifed in the'Euergy Effciency Improvements Rqrort" iacorporated iato
tt
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lf the Company has not been able to confirm potential energy savings for a project, the Customer
and the Company may agree to a "Performance Agreement" that will measure any potential energy
savings between 3lo 12 months post installation and pay an incentive after the fact if savings are
realized.
Example of Site Specific Pertormance Agreement
Agreement
Issuc Data:App[c.don No,
Cottr.ct No. Il Accolrl.No.
ClrdoDar's LgdNrmc:Tepayu ID No.
IVIefrut Adtrss:
FeclftyAtl&css:
ContrctNrmc:
horftt:
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asrycffciacy palmolsuldEAvisia'rcomissimqpmvcd EmS. Efrciacy PrograD (lhc'?rogro1. Thqcbrc th. Pani6 agre
a follows:
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IDAHO - DSM PROGRAMS STANDARD OPERATING PROCEDURES
The Energy Efficiency or Performance Agreement is designed to be in place before the project
begins construction. However, there are circumstances when the project may begin before the
agreement has been drafted due to a number of issues that may include, but are not limited to: the
availability of financing, the availability of contractors, or the availability of crews to begin the work.
Similar to the Technical Top Sheet mentioned earlier, the "Agreement Top Sheet" is completed
during the contracting of the site specific project. This Top Sheet contains a list of activities or
documents that are necessary to demonstrate program eligibility that may include, as an example,
prior contact with the customer or the program year it was evaluated. The Program Coordinator is
responsible for reviewing the Agreement Top Sheet to ensure that all documentation has been
attached to the Project Opportunity in SalesLogix as the Energy Efficiency Agreement comes
together.
Example of Agreement Top Sheet
op Sheet
Energy Efficiency Agreement
Avista Demand-Side Management Site-Specific Proiect
Cusbmer l{ame: Click h.r. to .nt.r t.xt.
Tmcker f: Click here to enter text.
Salestogt ApP *: click here to enter text.
Tbe puraose ofthlsdcddlst lstolnsuro thatallappmpdateDsM prccessesandpolldEhavebeeo
addressed,wtthtbeneessarydoanEmatlon completed andrcvlewed, to prcvtdeAvtstadstom€rswlththe mostacdrrate ltrbmatloDrelatlvoto theererE, efficlencyslte-spedncprorece
Chedr one boxforea& ltem and addroEallsto pmvldo anyrelmnt contcxt orerqrlaDaUoE
Requiroment3 prior to iming an Energ!, Emcioncy Agr@mont
Y tf It HastheengtneerlngreportbeenprcvldedtothecustomerbyAccountkeotive?
Project Contracted: The Account Executive then delivers the contract to the customer through a
variety of channels (in-person, email, mail, etc...) and explains the terms and conditions. The
contract is usually left with the customer for signature; the customer then returns the signed
contract to Avista's Energy Solutions Department or via their Account Executive and the
contract is signed by Avista.
Project Gonstruction and/or Equipment Installation: When Avista and the Customer agree on the
incentive proposed the customer is then free to begin the installation of their project.
Customers select and work with the contractor of their choice. Avista does not recommend
speciflc contractors or supervise the installation of the evaluated projects. The installation of
a project is expected to complete within 12-18 months of the Energy Efficiency Agreement
being issued. This is usually determined based on an estimated timeline of how the project
will proceed. ln the event the project will not complete by the date issued in the Agreement,
an addendum is offered to complete by the end of the following calendar
pe.17
IDAHO _ DSM PROGRAMS STANDARD OPERATING PROCEDURES
year. Normally the project completes on or before the addendum date or may not be finished
at all.
Project Completion and Cost Verification: After construction has been completed and the
equipment has been installed, the customer provides invoices or documentation acceptable
to Avista detailing the actual costs involved with the project. Avista will verify and/or
recalculate the estimated energy savings. lf changes are substantial from the original
analysis, then the incentive amount will be re-calculated and presented to the customer.
During this process, Avista will also inspect the project to ensure the appropriate measures
have been installed and the scope of work remained the same. The final incentive is
formalized when actual costs for labor and materials have been submitted for the project and
an inspection of the improvements has occurred.
Payment Process: A final internal review process involves a "Payment Top Sheet." As mentioned
above, this is a list of activities or documents that are necessary to demonstrate the work
was completed; invoices were provided, etc. The Program Coordinator is responsible for
reviewing the Payment Top Sheet as part of the process and to ensure all documentation
has been attached to the Project Opportunity in Saleslogix as the project moves to the
completed phase of the process.
Example of Payment Top Sheet
Top Sheet
Incentive Payment
Avista Demand-Side Management Site-Specific Proiect
l,laru: CIick herc to enter te\t.
* Clickheretoentertext
SaleloghApp #: Oick here to enter text.
havebeen
wltt the necessary doormntatlon completcd and rcvtewed, to provlde
the most acctrate lnfrraadon rclatlve to the cnergr effidencyslte-spedc prcrect
boxforea&ltemandaddrcmarlstopmvl& anyrcleva[tcontqtoreplaradou
Requhemetrts prlorto paylryar lncsndve for an energ eftcleacy pmlect
Ier NIA IE] El ll tfmprolectlscomplet!andisnowbelngpreparedforpaymenLlsdredateofinsallaflonofI he spedied equlpmentbepndthe dab requlred wlthh tle contract?
pc. 18
IDAHO - DSM PROGRAMS STANDARD OPERATING PROCEDURES
Program Tracking: Site-specific projects are tracked in the SalesLogix database. This customer
relationship management system has been configured to include the commercial site specific
projects that are evaluated and receive an incentive from Avista. The system also houses the
commercial prescriptive programs that are reviewed later in this document. When a project
commences, the Account Executives set up an Account for the customer and includes
project information in the database. Below are various screen shots of SalesLogix and a
description of the information presented that demonstrate the different types of data that is
stored in this system.
Saleslogix screen shof - Main Account Level
The Account level of Saleslogix captures basic customer information including but not limited to:
company name, address, mailing address, phone number, email, website and contact name. ln
addition, at this level there are a variety of tabs where additional information can be tracked as it
relates to sites, contacts, notes, project info and other details. Highlighted below are the primary tabs
utilized during the implementation and tracking of the Site Specific program.
pc. 19
IDAHO _ DSM PROGRAMS STANDARD OPERATING PROCEDURES
Saleslogix screen shof - Project lnfo tab at the project Opportunity level
The "Project lnfo" tab contains all "Opportunities" that the customer has started, completed or
terminated that were associated with Avista's energy efficiency programs. Each energy efficiency
opportunity that is a candidate for an Avista incentive is individually tracked. The Project lnfo tab
shows a variety of information including but not limited to: type of measure being installed, the phase
it is in, savings in kWh and therms, costs, and incentive. The main phases of a project are Study,
Contracted, and Completed. The Account Executive establishes the initial project inquiry at the
Study phase. The Program Coordinator moves the project through the remaining phases
(Contracted and Completed) after ensuring that the appropriate documentation has been provided,
utilizing the Agreement and Payment Top Sheets that have been previously mentioned above.
pe.20
IDAHO _ DSM PROGMMS STANDARD OPERATING PROCEDURES
ryEcalr- rV?IEEIF r6m rw- D r{.El!tEs,
Filr Edit Yrev Ins.rt Schcdulc Loohrp Write Took Ulindow Hdp. Q,F"BB"r tr eiid Ic,E dsi&E4#r9,
ffi
Affitt)-IE
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Dcsdirirr Tcrt Accsrt Tro - SS Lirilitc tr*ctix
Cormcnls: i*airhilngrdrofli;#brffirc- - :
D lmatna.. €Efl...
Saleslogrx screen shof - Attachment tab at the Opportunities level
The 'Attachment tab" is the electronic repository for all the documentation associated with that
particular project. This includes, but is not limited to: preliminary project information (e.9. plans,
proposals, and bids), the Energy Efficiency Evaluation, the Energy Efficiency Agreement, invoices,
post inspection and/or verification notes, and a copy of the incentive check. The information is
included at the project level; and will also appear on the main account level for that customer (see
below).
PG.21
IDAHO _ DSM PROGRAMS STANDARD OPERATING PROCEDURES
Saleslogix screen shot - Attachment tab information at the Account level
Saleslogix screen shot - Notes/History tab at the Opportunities level
Fih Edit YH tEst Sdrcduh tmhrp ftit Teb Wmdo lldpci* e di t e, @ d alseeas 4lia. €lHS@4
ffiAer*r-,-w
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pport ai
E
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fcdAant fm - SS Lhlrlhs lilair orc ffi*.k==.-lItr Emgl Swicr.
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-
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DlEllG rtEnm CmEdt{e Ralt DBaP!6
PG.22
IDAHO _ DSM PROGRAMS STANDARD OPERATING PROCEDURES
The "Notes/History tab" may be utilized at the project opportunity level to track correspondence or
other information as it relates to that specific project. The information is also pulled over to the main
account level and can be viewed in that manner as well. Selecting the Notes/History tab at the main
Account level is best for documenting other items that may not be related to a specific energy
efficiency project (see below).
Saleslogrx screen shof - Notes/History tab at the Account level
ln addition to the Saleslogix database, documentation related to each project opportunity can also
be found on the Energy Solutions Common Drive in a folder called DSM Project Files. The folders
are set up by customer name. Details about each project are saved in the file as a master copy. Any
customer that may have received some form of technical assistance and/or an incentive from the
Company will have a folder in this location.
Program Reporting: Site-specific projects are managed and reported utilizing several paperless
tools that are described in more detail below.
pe.23
IDAHO _ DSM PROGRAMS STANDARD OPERATING PROCEDURES
Tracker Database: Workflow is assigned through Tracker when commercial projects are in need of
an audit and subsequent analysis. The Account Executive makes the initial request and the
DSM Engineers are the recipient of those requests. Updates are provided via Tracker during
the analysis phase. After the analysis has been completed it undergoes a "peer review" by
another member of the DSM Engineer team, again, utilizing Tracker to document the
project's status. When a final approval is issued, the report is provided to the Account
Executive in an electronic and/or paper format for presentation to the customer.
ll Trckt
ll charye
cwTGk
ty Tlsks
ly wort
V Apprw.b
V T..m Uror*
V subcriHT.sks
ly Subccriptime
od.yt Adhrity
'""t l-----l@
brrd, l---_l@
dvanad Scardr
imckccping tlours
imckecgiq RaLr
TrrktgooBSlffir,flJo,t2r2or't*o5il1
HVAC
En@y sbn 0.6, tbtwl At w.ts Hats
S.rd Upd.b
nroegrett
trs.*oit-, f]w'r*z
n suu-it . Elw'r-
@
Subfritt d By Renee COelhO
co6p.'ry Avista t lilities
Rwryp. Energysolutions :
R@rn HVAC
c-mpli.naTyp. nSOx luenC [renC trweCC XSoC
R@todult AuditReport
pri-ity . - r.,tror - Hrgh 9, raoo . Lr cra Projecl
Adoitlonrl Rxipirnt I @@@@
Ei/
- En
Isr.rco*i.irn
SalesLogix Snapshot Report: A report of completed projects is generated each week to identify
potential fields that may be inadvertently left blank during the data entry process. This report
is reviewed weekly by the Program Coordinator and the fields are filled in as needed. The
report was developed as part of an internal review process to regularly scan the database for
any empty data fields instead of reviewing annually during end of year reporting.
Example of Saleslogx Snaps hot report
lort FdTtDG RlrldfrDr lhrrcTtDc fE Tcdrlrd l(t*l lfe,l Giltct(tqficel+srlcd LEttEB lttc
E(Hc Fo..tt Prodrtt PSC G.6 f,bbt Rllird
Ecbt itruh<t hq PSC tilhtiE &tbtio.
E cbic tqryractrirg Psc tirhliE Irkb
Fo.dMs PSCG.Bt,btoGReird
R.d PSC urlrlg Inbor
2,64,52 181 Co.rd.tsd tD
2,:I)8.02 181 Cood.t d lD
1,754..3 t75.13 Cqd.Ed tD
7,I0 Z$0 Cdpkd ID
1,223 1,22s cnd.Ed lD
ffJrd W€ba
l{nrl W6ba
HrrtC u(r${d
Sdritt wddr
Sdritt wddr
.{)
.i,
4n
2,t75
47t
E11
E04
q,4
4,8n
15, 125
4,53
PG.24
IDAHO _ DSM PROGMMS STANDARD OPERATING PROCEDURES
Contracts Sent Report: A quarterly report generated from SalesLogix and distributed to the
Account Executives by the Program Coordinator which provides a list of projects that have
been issued an Energy Efficiency Agreement but do not show as Completed or Paid. This
provides the Account Executive with an additional prompt to check on the customer's project
status to determine the status towards completion.
Example of Contracfs Sent report
Monthly Payment Report: A report is generated monthly from Saleslogix designed to identify
energy efflciency projects which have been paid in the prior month. This process allows a
review of the activity of the month to ensure the projects have been moved to the
"Completed" phase and have been charged to the appropriate projecUtask account numbers.
Example of Monthly Payment report
Amhold, Ed lndustrial PffiJ
Amhold,Ed SSUghtinsExterior
Amhold, Ed SS UghiinS lnterior
Amhold, Ed SS UShtlnS lnterior
Amhold, Ed SS HVAC Combinedgaldwin,Sue HVACCombined
Baldwin, sue Presiptiv€ Llghtlng
carey, Ann brcller, aieay hts
Carey, Ann brciler, division
. llunnel, Jayson SS lndustrtal Pl@s
Hunnel, Jsyson SS Ughtlng lntedor
tlydzik, Ni@le SS HVAC Heating
. Hydzik, Ni@le SS Ughthg lntedor
'Kelley,Doug SSAppllanes
(elley, Doug SS HVAC HeatinS
Schmitt, Shamon SS UghtinS lnterior
43,607 ContE€ied 0+13.2013 1&.08.41$ D42.
/15,687 Contruted 11-U-m13 11-1+2013 1242.
32750 Contr*ted Lz-,2-mll 72-2tmt2 U-02.
45,014 Contraded @2013 m7-2013 1242.
41,319 Contrrted ,;0-22-ml2 l2-Zl-ml2 1242-3o621contGted 0&!l-20x1 ll-,9-m72 1242-
23,!r:i5 Conttrted 03-{,1-m1:l Or42-m72 (It-O4-2012 1242-
/o,05 contracted o7-18-ml2 o&il1-2012 0:'-07-2014 1242.
/o,0:t9 contffired 07-l&2012 0&l:l-2012 0:H)7-2014 1242-
t5,765 ContEted 11-2t2013 12-30.m13 1242-
/l5,0U ContEcted ll-Il-2oI, U.O}2O13 1242-
/l5,-,fl2 contEted 12-30.2013 02-11-201.4 12-02-
41502 Contnded l2-,'.ml2 I2-L7-zJt2 1242-
/rc,n2 Contracted 1G162012 l7-26-z(J12 1242-
/$,I5 Cont6cted 07-*2012 0&22-21112 L242-
/5,692 ContEcted 11-2Gz)13 01-02-2014 7242-
PscurrlirgaEior B.ctic
PscLifittrgElEa. Eh<tic
PsctirrliRlntlrior Erctic
PSClirtrEInEb Ecctic
PsctirrtitCtntnb Erdic
Psctdrlhclstlrb Ecctic
.15154 ComC.tsd 2-t+11 TOOOS30O 1c2639 fl,sm.Oo
468r CoildcH 2-7-11 t38O$OO 24639
.6(B conCcEd 2-u,-t1 teao$oo 21289
.|6r$ crmdcEd 2-t+t1 tssosoo 2rx:s l,{83.
46tq, conccEd 2-2t-1, traOem 2rzsrg 11,
{685 CondcH 2-7-ti. tZA03{O iaX39
pc.25
IDAHO _ DSM PROGRAMS STANDARD OPERATING PROCEDURES
DSM Management: ManageriDirector
Customer Relationship/Project Management: Account Executives (Avista)
Program Tracking: Program Coordinator and/or Program Manager (Avista)
Contract and database administration : Program Coordinator
Technical support: DSM Engineers (Avista) or Contract Engineering Firm (as necessary)
Outreach support: External Comm un ications (Avista)
Analytical support: DSM Analysts (Avista)
ee.26
IDAHO - DSM PROGRAMS STANDARD OPERATING PROCEDURES
Commercial Prescriptive Program Overview
Prescriptive programs for commercial customers are designed and managed by the DSM Program
Managers and DSM Engineers with analytical support from the DSM Analyst group. Local vendors
and contractors along with the Company's Account Executives are key promoters of the programs to
commercial customers. Unlike the site specific program, prescriptive programs do not always require
prior contact with Avista. Customers install the eligible equipment and submit to Avista an application
form along with invoices and other documentation within 90 days from project completion. Below is a
description of the prescriptive programs available for the 2014 program year.
A single customer can be installing both a site specific and a prescriptive measure during the same
project construction timeline. While site specific is a custom evaluation that may be unique to that
building's energy use or process; the prescriptive project has been previously evaluated over time to
show that in a typical retrofit situation of a particular measure, with all things being equal, a set
amount of energy savings may be realized with this type of installation. The Saleslogix database is
also the tracking and main reporting tool for prescriptive programs as it is for Site Specific.
Rebate forms are available in hard copy format or editable versions on the Company's website.
Example of Avista Commercial Program landing page
ldaho Commercial Energy Efficiency Programs
Avista ofiers a variety of energy management tools and seMces for commercial and industrial
customers in ldaho who receive retail elec{ric and natural gas distributlon from Avista. Efriciency is one of
the easiest ways for a business to reduce operating expenses. [.lany prolects not only save electrici$.
but other resources as well.
For your convenience, below are three basic paths t0 start saving energy.
Commercial rebate program updates
L;!rr-r 'r'rr: aboul program updates
Standard commercial rebates and incentives
Click on the links below to be taken to the rebate page containing program eligibility and guidelines
pe.28
IDAHO _ DSM PROGRAMS STANDARD OPERATING PROCEDURES
Gommercial Prescriptive Program Descriptions
Program Name: Commercial Clothes Washers
Program Design: Clothes washers that have earned the ENERGY STAR label are 37%o more
efficient than non-qualified models and are more efficient than models that simply meet the
federal minimum standard for energy efficiency. The Commercial Clothes Washer Rebate
was designed to incentivize electric customers to purchase and install energy efficient
commercial clothes washers. The following 2 measures are available for incentives with
associated savings per unit.
Program lmplementation: The Commercial Clothes Washer Program is available to provide an
incentive to electric (Schedule 11, 12, 21,25) customers for the purchase and installation of
an energy efficient commercial clothes washers. Clothes washers must be commercial grade
units and must meet ENERGY STAR commercial clothes washer specifications. Lists of
these units can be found on energystar.oov. The hot water that serves the clothes washer
must be heated with Avista electricity. Rebates must be submitted to Avista within 90 days of
installation of equipment. Documentation required for this rebate is a completed rebate form
along with an invoice showing manufacturer, model and cost of the equipment purchased.
After equipment verification, rebates will be processed and checks issued to customer.
Rebate forms are available in hard copy format or editable versions online.
ES Washer electric hot water and dryer
ES Washer electric hot water and natural gas dryer 368 $75
pe.29
IDAHO _ DSM PROGMMS STANDARD OPERATING PROCEDURES
Example of Commercial Clothes Washer form
Terms & Conditions
Additional Terms & Condltlons
llsted on last page.
Rebate Offer: Rebates are available for
the installation of qualifying commercial
clothes washers. Rebates are available
for commercial facilities with electric
service provided by Avista Utilities on a
nonresidential rate schedule. Hot water
that serves the clothes washer must be
heated wrth Avista electric. Details of
this program, including rebate levels, are
subject to change without prior notice.
Proof ol Purchase: Copies of invoice(s)
itemizing the new equipment purchased
and labor charges, if applicable,
must accompany this Agreement.
Manufacturer and model number of
purchased clothes washe(s) must be
included on the inloice or a separate
manufacturer specification sheet can be
included. Rebate Agreement must be
returned within 90 dap of installation.
Payment Equipment must be
purchased and installed before payrnent
can be issued. Rebate payments will
not exceed invoiced cost. Rebates are
not valid in combination with any other
Avista incentiveyrebates. Allow 4-5
weeks for processing and payment of
rebate.
Equlpment Eliglbility: Eligible clothes
washers must meet ENERGY STARO
specifications for a commercial clothes
washer. A list of qualifying equipment
can be found at www.energystar.gov.
Eligibility for equipment not listed on
the ENERGY STAR must be handled on
a sit+specific basis. Contact your Avista
representative before purchasing the
equipment.
Verlfication: Avista reserves the right
to verify installations anytime before or
after payment is issued.
Program Tracking: The Commercial Clothes Washer rebates are captured in the Saleslogix
database. The account, customer contact, measure information, voucher request and all
documentation is scanned and entered into this database as referenced in the Site Specific
section of the document.
PG.30
IDAHO _ DSM PROGRAMS STANDARD OPERATING PROCEDURES
Example of Saleslogix screen shot - Main Account level
Program Reporting: Monthly reports are pulled automatically using the Cognos reporting tool.
Cognos pulls current data from the Saleslogix database and emails an excel spreadsheet to
the DSM Analysts. This report identifies the number of rebates that were processed during
the previous month with the estimated kilowatt hour and therms savings achieved. These
reports are consolidated by the analyst team and sent electronically to the Managers,
Account Executives, Program Managers, Program Coordinators and DSM Engineers to
review (excel spreadsheet: Year Month YTD Savings Non-res.xls). The totals are used to
report preliminary savings goals to internal and external stakeholders including the monthly
emailtable (YTD Energy Savings - Month Year).
pc.31
IDAHO - DSM PROGMMS STANDARD OPERATING PROCEDURES
Example of IBM Cognos Report location
Example of monthly information from Saleslogrx
Example of Year Month YTD Savings lVon-res
$ Prrblt foUar.nU CognorComrlion
! fi uatUel.oorsrno*'otcm*Unar:
| fi Msae*odsEodrtc!fldeEdiraH
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irrqfxt,rrg SS Ld6bii PrG
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es Psc&Egy&Et-lrdrtidPrs
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lt nd li6
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83,751 83,ril CoiW lD
25,*7 25,57 C4nd.H WA
9,358 9.356 Co.rd.tld ID
3,154.56 3,154.55 cdrd.tld lD.61.56 {5L55 Cdrlcbd ID
6,710 5,7U, Cond.t d ID
9,985.55 9,S6.55 CoilpLt d lD
4D.ra 479.54 Cdd.t d !D
2,60.52 la1 Cdd.Ed ID
2,XE.02 al cdlLhd ID
1,7t1.3 1,79.3 Cln a.t!d tD
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a,$6
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811
804
$4
4,830
ri,rzi
+53
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rz6t2
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4976
378
3,355
a,m
175
.o
,o
4m
zt7s
171
tlon-res Sel,ltgs tftrough 3/3uf,f
L€asur€ Type
HVAC Combined
HVAC Heaung
Indusial Process
PSC Com Water Heater
PSC Commercial HVAC
Psc commercial windov,rs and hsj
PSC Energysmart- Case Lighung
PSC Energysmart- Industrial Proc
PSC F{od SeMce Equipment
PsC Green Motors Rewind
PSC Ughflng E)Cerior
PSC tighting Intenor
PSC Motor @ntrols HVAC
PSC Standby Generdtor Blo*
SS Appllances
SS HVAC Combined
SS HVAC Heafng
SS Industrial Process
SS ughung Ederior
SS Lightng Interior
kwt
361,7n
ot 62+ffi
a7
o
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,85,033
52+l.52
7+,621
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r6L9A7+,ffi
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o
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v94,15t1,u.6fr
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7+,571
L247,
pe.32
IDAHO _ DSM PROGRAMS STANDARD OPERATING PROCEDURES
Encrgy savings are YID gross, urcvehrated savings.
IRP ooal (reqi
WAID Elcctdc $ltftf
Res
u
Nonres
lYAlDGo(Oterm,
Res
u
Nonrgs
Total
ytd act ytdtargel
2,438,418 3,682,055
41,451 309,989
6.156.680 1.782.789
8.636,559 I.24,{r'3
ytd act ytd target
36,173 121,473
91 9,527
93.132 163.333
129,3!'6 294.333
% ofytd
targot
achieved
6696
13%
129*
98%
* ytd larget
adrieved
309.
1?6
tt*
11*
ann
target
2.,092,333
1,8!i9,933
28.696.ru
52.649,000
am
target
724,U0
57,160
980.000
1,766,000
% ann targot
achieved
1195
2*
21%
16%
% alln tdgot
Achieved
5*
0r
1096
7%
Example of YTD Energy Savrngs Report
Customer Relationship/Project Management: Account Executives and/or Program Manager (Avista)
Program Tracking: Program Manager
Contract and database administration: Program Manager and/or Program Coordinator
Technical support: DSM Engineers (Avista) or Contract Engineering Firm (as necessary)
Outreach support External Com m u n ications (Avista)
Analytical support: DSM Analysts (Avista)
IDAHO - DSM PROGRAMS STANDARD OPERATING PROCEDURES
Program Name: Energy Smart Grocer
Program Design: Energy Smart Grocer offers a range of proven energy-saving solutions for grocery
stores and other customers with commercial refrigeration. Energy Smart Grocer was
designed to offer personalized facility assessments to identify efficiency opportunities and
incentives to offset the upfront costs of efficiency projects, making it easy and affordable for
participating businesses to achieve significant savings on their utility bills. The end result is a
stronger bottom line for program participants, and an improved environmental impact that
benefits the entire region. Energy Smart Grocer is administered by PECI with Avista
oversight. Rebate forms are available in hard copy form or editable versions can be found
online.
Example of Energy Smart Grocer on Avista website
The Energy Smart Grocer measure list is fluid and may change throughout the year. Current
measures, savings and incentives include the following:
ArLa Crar!ilSatl.r hD.b tltr'3 irifr
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m?,.o...rCsbFeCe tgr t,Eil httotor
LflImgXHEHtr,EtlgrcYx{HW fi:hnot4
tfrAtti6ffiltt*i&r_0ta 3r1,tr h,lctc&
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trl :07 t 3!,.il,rc&r6trr*
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slrc cdrB l' s.Enrrfl(rl w'l{ F@ qJ r 5.fi mfi
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tdl*&.t'!H ldlffi ato t5s
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t6cbi..r ,€ lvrtd CooSr zal 3 236 &n
t{roclocd l6ct$ R0<,{r Dmo-Codm 373 3t.s cSaat
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pc.34
IDAHO _ DSM PROGRAMS STANDARD OPERATING PROCEDURES
Program lmplementation: The Energy Smart Grocer Program is available to electric (Schedule 11,
12,21, 25) customers who are reducing energy use by installing energy efficient commercial
refrigeration. The Energy Smart Grocer program is funded by Avista and managed by PECI.
PECI manages the program in a turnkey manner. Links to this program can be found on the
Avista website: enerqysmartonline.orq
Program Tracking: PECI provides detailed documentation on a monthly basis for all projects that
have been completed. All measures are entered into the Saleslogix database on a monthly
basis. lnformation comes from the PECI detailed report. After entry is complete reconciliation
is done to make sure all data is correct. The account, contact, measure information and a
copy of the detail report are attached for savings. PECI is reimbursed for incentives that are
paid to customers and are also paid an admin fee for the savings they have obtained.
Example of PECI Report documentation
Saving Energy is Easy with Avista and
EnergySmart Grocer
a$s!r Wl8es cuslornerS ale ehgtDle l0 recerie reSStes and
rncenbi?s on energi'efioenl uggredss trlrough fle Energ'Smerl
Gtocer Progr3m The Droira:r rS funded 0t i'.l$ta l0 helg orocert
stofe9 supermerrets coo,tntencs stor€s and 0lrlercuslSmeIs
,ilh comrneroal ,ehgetaton 9&? fitort€r Dr teifuong hett enet,ii.
u5e
ff?s13605tr13
@s013rc013osiou@{:&u
0:0:0uDiffiimo13
:GHO131ffi0131ffi013!ffio13
k \&lqla-ffi-A&jep-t-dcd.& 313 l+k ffitu(A$Offi-kTq S khtu x&T-UbrHatkM $ bEk Ml-UbLDhPtr-B.d 30 tRh aldPoLbnlbD{Lltu lt lht& ffidtu(Asffi-hTq 5 l:bRlte ektu(A${)@-1&Tq 37 I:eRffi UT-[brHtf kH A bRrLI& kT-UbLDhPdEBrd e tlHM ll'&:q6MFLb6lg D \hEi& SFdk$k{No$kkTry&n.& il kk kT-UbrHtlkH a bFffi MT.UbLEDhPffiM D bNlb*o tu-LdlqMbrnghtuqR& G hRlb..o kHbrltlPaGNa S bRlko B&nbEhParc\'6' $ bh
&o
i56s.o
:t.@
31.6s.6$-€os
:1.@,to
15.@mo2:S
3!-er$6ufi
:1.m
t67S S 162D.& I,m t6
!7S.m S 2,519 6* Ul,ts.m s 3,8.s 5,fr 6m.6 s 1,G.6 r,00 5zos 3 2,7G.S 6rn 15:90 s s.0 :.25 uLSfi S 2rS.@ 5,45 D
1160.@ s 2,m.0 6J0 61,SS 3 1,m.6 925 5r,s-o 3 :210.6 1r,22 :5:{so 3 9,6.16 1s7,# 76!,9.o s 2,2E.15 5.gO 5
3t2S t S.59 1.S 69.S.0 3 3.5783 8,ffi t61,ts.0 3 2,s.11 t&5 6
1,0$.O 3 1.562.S 5,20 6
pc.35
IDAHO - DSM PROGRAMS STANDARD OPERATING PROCEDURES
Program Reporting: Monthly reports are pulled automatically using the Cognos reporting tool.
Cognos pulls current data from the Saleslogix database and emails an excel spreadsheet to
the DSM Analysts. This report identifies the number of rebates that were processed during
the previous month with the estimated kilowatt hour and therms savings achieved. These
reports are consolidated by the analyst team and sent electronically to the Managers,
Account Executives, Program Managers, Program Coordinators and DSM Engineers to
review (excel spreadsheet: Year Month YTD Savings Non-res.xls). The totals are used to
report preliminary savings goals to internal and external stakeholders including the monthly
emailtable (YTD Energy Savings - Month Year).
Example of IBM Cognos Report location
Example of Energy Smart Grocer report from SalesLogix
A@unt AddBl CW St te ADDilunMeNretiM6seflpe l(rrt MeuEcost lmntlwElE Phe
Orcflno lD 25,Tt3 12 EnerBy Smart-lndustrial Press 33:iO6 /504 /lsm Completed
St.Merles lD 5,795 4 Eneryysmsrt-Ca5eughting 5368 3056 3056 Completed
Wallae lD 25,869 8 Eneryysmsrt-lndusrial Press 2/(16 UB UB Completed
Hayden lD 25,871 12 EnerBy Smsrt-lndustrial ProGs 59847 6114 611i1 Completed
Post Falls lO 25,84 l:i Ener8y Smart-lodustrtal Pl@ss L:i75r.7 9E9/l 1.:t75O Completed
Rathdrum lD 25,873 il Enet8ysmart-Case Llghtlng f2074 96 96 Completed
Coeurd'Alene lD 8,A74 4 EnerBysmart-lndustrlal Pl@ss 1627 383 383 Cmpleted
Lewlston lD 25,902 5 Energysmsrt-lnduslrlal Process 12326 ,,OTl 324 Completed
. Lewlrton lD 25,9:]4 1.:i Energy Smart-hdustrlal Proess 172761 918{rl 26230 Completed
Lewlston lD 8,937 4 Energy Sm.rt-lndustrlal Press 297 m m Completed
Mos6w lD 5,938 !5 Erergy Smart-hdustrlal Press 49220 zja32 il:I'O Completed
Xellogg lO 8,fi2 3 Energy sm.rt-lndusmal Press 48:195 2388 238/8 Completed
Ponderay lO 8,96t 4 Energ'y sm.rt-hdustrlal Press 164:i 420 lX) Completed
GEngevllle lD ?5,9A 4 Energy Smsrt-lndustrl.l Press :1186 863.7 863.7 Completed
Potlatdr lD 5,965 4 EnerEy Smert-hdustrlal Press LB,S 47 47 Completed
St. Maries lD 25,9Ci7 8 Enerw Smart-lndustrlal Press 7276 7555 7555 Comple(ed
Grngevllle lD 25,9@ 4 Energy Smart-lndustrial Press 941 fD D2 Completed
Prtest Rlver lD 8,559 4 Eneny Smert-lndustrial Press ,.2m 3/l8 W
p Pubtr FoHm-tsM CqnorConncction &' N '-l
!E
NE
ilrd I AH5:6:15lr,l
ApdLA$6:f:{$
pe.36
IDAHO - DSM PROGRAMS STANDARD OPERATING PROCEDURES
$i,trgs thtoogh "l3U11Ieasur€Type
HVAC Combined
HVAC Heafng
Industrlal Process
PSC Com Water Heater
PSC @mmercial IIVAC
f|Sc @mmardal wndov,rs and Insrl
PSC Energysmart- Case Ughung
PSC En€rgysmart- IndusMal Proc
PSC Food SeMce Equipment
PsC Green Motors Re$rind
PSC Ughtng Etenor
PSC LiJhting Interlor
PSC lr,lobr contsols lNAc
PSC Sbndbf Generabr Elock
ss Appli.nces
55 HVAC @mblned
55 HVAC Heatng
SS hdustrial Process
SS Ughtrq Frcerior
SS Ughtng Irterbr
tilrh
fi7,78,'
o
r,62/l,ire
a7
o
1&3"378
78sp33
521,162
7{.,62rs,1fi
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1,64
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o
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at
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1J68,r"!il'
o
74,422ax,lt,u.6re
Encrgy savings arc YID gross, unerraluated savings.
ttAlD Elecric (lilth)
Res
U
Nonres
IYAID G.s (Oterml
Res
u
Nonres
Total
ytd act ytd target
2,'48,'[18 3,682,055
11,461 309,989
6.156.680 4.782.789
8,636,559 8,n1,833
yrd acr ytd target
36,173 121,473
9'l 9,527
93.'t 32 163.333
129,396 294,333
% of ytd
target
adrieved
66%
13%
129%
98%
% ytd targel
achieved
30%
1%
57%
u%
ann
target
22,092,333
1,859,933
28.696.7U
52,649,000
ann
tilget
728,U4
57,160
980.000
1.766,000
% ann target
achieved
.t1%
2%
21%
16%
% ann target
Achieved
5%
0%
10%
7%
PG.37
IDAHO - DSM PROGRAMS STANDARD OPERATING PROCEDURES
Overall Program Ma nagement: Program Manager/Manager
Customer Relationship/Project Management: Account Executives and/or Program Manager (Avista)
Program Tracking: Program Manager (Avista)
Technical support: DSM Engineers (Avista) and/or 3' Party lmplementer-PEc!
Outreach support: External Com m u nications (Avista)
Analytical support: DSM Analysts (Avista)
IDAHO _ DSM PROGRAMS STANDARD OPERATING PROCEDURES
Program Name: Food Service Equipment
Program Design: The Commercial Food Service Equipment Program was designed to incentivize
electric customers to purchase and install energy efficient commercial food service
equipment. Commercial food service equipment (CFS) is found in restaurants, hotels,
hospitals or any building with a cafeteria. These facilities consume significantly more energy
than other types of commercial buildings - using approximately 350,000 Btu/sq. ft; roughly 5
- 7 times more energy per square foot than compared to office buildings and retail stores.
High volume quick-service restaurants may even use up to 10 times more energy per square
foot. Purchasing ENERGY STAR certified CFS equipment for new construction or to replace
aging equipment can cut kitchen utility costs without sacrificing features, quality, or style - all
while making significant contributions to a cleaner environment. Certified equipment is 10-
TOYo more efficient than standard equipment, depending on product type.
The following measures are available for incentives with associated savings per unit.
Fryers
Commercial Fryer, Electric 2449
Steam Cookers
Commercial Steam Cooker, Electric $70/ 3 Pan
Commercial Steam Cooker, Electric $100/ 4Pan 28564
Commercial Steam Cooker, Electric $135/ 5 Pan 35659
Commercial Steam Cooker, Electric $160/ 6 Pan 42754
Commercial Steam Cooker, Electric $180i 10 Pan or > 71333
Hot Food Holding Cabinets
Hot Food Holding Cabinets, Electric $50 / < 15 CU Ft 253
Hot Food Holding Cabinets, Electric $150 / 15 CU Ft or > 820
pc.39
IDAHO _ DSM PROGRAMS STANDARD OPEMTING PROCEDURES
Commercial Convection Ovens
Commercial Convection Oven, Electric $225lEach 1683
Commercial Combination Oven, Electric $1,000/ Each 12990
Dish Washers
Commercial Low Temp Electric Hot Water $600/ Each 3801
Commercial High Temp Electric Hot Water $650/ Each 4110
Commercial lce Machines
Under 200 LBS/Day Capacity $4O/Each 173
200-399 LBS/Day Capacity $60/Each 421
400-599 LBS/Day Capacity $8O/Each 592
600-799 LBS/Day Capacity $100/Each 804
800-999 LBS/Day Capacity $120/Each 1000
1000-1 199 LBS/Day Capacity $140/Each 1182
1200-1399 LBS/Day Capacity $160/Each 1350
1400-1599 LBS/Day Capacity $180/Each 1502
1600-> LBS/Day Capacity $200/Each 1640
Pre Rinse Sprayers
.61 to .80 GPM Electric $25 891
Program lmplementation: The Commercial Food Service Equipment Program is available to
provide an incentive to electric (Schedule 11,12,21,25) customers forthe purchase and
installation of energy efficient commercial food service equipment. Equipment must be
commercial grade and must meet ENERGY STAR or Fishnick specifications. Lists of these
units can be found at enerqvstar.qov or avistautilities.com. The hot water that serves the
dishwasher must be heated with Avista electric. Rebates must be submitted to Avista within
90 days of installation of equipment. Documentation required for this rebate is a completed
rebate form along with an invoice showing manufacturer, model and cost of the equipment
purchased. After equipment verification, rebates will be processed and checks issued to
customer. Rebates amounts per qualified unit are listed above. Rebate forms are available in
hard copy format or an editable version is available here.
pc.40
IDAHO - DSM PROGRAMS STANDARD OPERATING PROCEDURES
Terms & Conditions
Additional Terms & Condltions
listed on last page.
Rebate Offer: Rebates are available
for the installation of new equipment
listed on the Commercial Food Service
Equipment Table. Rebates are available
for commercial facilities with electric
service provided by Avista Utilities on a
non+esidential rate schedule. Details of
this program, including rebate levels, are
sublect to change without prior notice.
Proof of Purchase: Copies of invoice(s)
itemizing the new equipment purchased
and labor charges, if applicable, must
accompany this Agreement. lnvoices
must correspond with the proJect
being submitted with this Agreement
and include the date of purchase.
Manufacturer and model number
of purchased equipment must be
included on the invoice or a separate
manufacturer specification sheet can be
included. Rebate agreement must be
returned within 90 dap of installation.
Payment Equipment must be
purchased and installed before payment
can be issued. Rebate payments will
not exceed invoiced cost. Rebates are
not valid in combination with any other
Avista incentiveVrebates. Allow 4-5
weeks for pro(essing and payment of
rebate.
Equipment Eligibility: 5ee
Commercial Food Service Equipment
Table for equipment eligibility
specifications. Eligibility for equipment
improvements not listed in the Food
Service Equipment Table must be
handled on a site-specific basis. Contact
your Avista representative before
purchasing the equipment.
Verificatlon: Avista reserves the right
to verify installations anytime before or
after payment is issued.
Example of Prescriptive Food Seryrce rebate form
New Equipment Purchased and lnstalled
f ,, ,f ,r'il,i!,itfil IIA*ttl : tlCH. ta a(,n ElE' a 0, t,gE EfArAiIt? Rtrll ,Oilr *lilcl Ct,tl
Refer to Equlptnent Tabb for ellglbtltry.
Program Tracking: The Commercial Food Service Equipment Rebates are captured in the
Saleslogix database. The account, customer contact, measure information, voucher request
and all documentation is scanned and entered into this database as explained in the site
specific section of this document.
PG.41
IDAHO _ DSM PROGRAMS STANDARD OPERATING PROCEDURES
Example of Saleslogix screen shot - Main Account level
Nun TrackerMeasre Tne Phase Aocourt l'{g lrrccrtirc Elec l1,w}r
I nn eait Vis lrrcrt Schcduh Lootup Wdtc Took W'rndow l-Hp
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rdi\rtics
B
Program Reporting: Monthly reports are pulled automatically using the Cognos reporting tool.
Cognos pulls current data from the Saleslogix database and emails an excel spreadsheet to
the DSM Analysts. This report identifies the number of rebates that were processed during
the previous month with the estimated kilowatt hour and therms savings achieved. These
reports are consolidated by the analyst team and sent electronically to the Managers,
Account Executives, Program Managers, Program Coordinators and DSM Engineers to
review (excel spreadsheet: Year Month YTD Savings Non-res.xls). The totals are used to
report preliminary savings goals to internal and external stakeholders including the monthly
emailtable (YTD Energy Savings - Month Year).
PG.42
IDAHO - DSM PROGRAMS STANDARD OPERATING PROCEDURES
Example of Food Seruice Program Report from SalesLogix
Example of IBM Cognos Report location
Example of Year Month YTD Savings /Von-res
rts,716 Completed
tl5,9o8 Completed
rt5,9o7 Completed
4Ii,922 Completed
45,947 Completed
45,976 Completed
46,029 Completed
It6,003 Completed
46,116 Completed
7W 8(n
11863 L:!.E3
8oE m
92Xl iltoo
11863 1fit0
665 100
4t3 50
16153 l(m
PS€ Food Servlce Equipment
PSC Food Servac€ Equipment
PSC Food Servace Equipment
PSC Food Service Equipment
PSC Food Service Equipment
PSC Food Service Equipment
PSC Food Service Equipment
PSC Food Service Equipment
PSC Food Service Equipment
s9169.8
36138.96
3395.7
39Xt7
25558.37
8119
1751.46
22?5
3020
xl-L3-mr3
xb27-mlt
t2-27-NL|
01-03-2014
01-1G2014
01-17-2014
oI-z+mt4
ot-2t mt4
01-31-2014
6t Puffi( toldt ! -tstll Cogm Conn*tbn 0' s ',r
l_.1 tr
EE
[rdr l, Dl45:6:15Al,t
lgl!Ar6:i:{rr,l
llo.!-tE5 S.tftg6 thtutgh 3/3f/f.f
lleaslr€Tyoe
HVAC @mbin€d
HVAC H€ating
Industrial Process
PSC Com wdter Heater
PSC Commercial HVAC
PSC commercial wlndoffs and Insd
PSC Energvsmart- C.se Ughtng
Psc Energysmart- Indusulal Proc
Psc Food SeMce Equlpment
PSC Green MotoE Rewind
PSC l-ighting Ederlor
PSC UghtirE Interbr
PSC Motor Contsols HVAC
PSc sbndby Gsnerabr Elock
SS Appliances
ss HVAC @mbined
5S HVAC Heating
Ss Industrial Procass
ss Lighting E@nor
SS Lightng Interior
lwh
x7,78,'
o
t"62.,tre
a7
o
183378
78:i,O33
52{,,162
7+621
5,1X
s3L617
L3ill,168
t6L1n7+ffi
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o
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lwt 2
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o
-82,ru
o
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a
11,217,
PG.43
IDAHO _ DSM PROGRAMS STANDARD OPERATING PROCEDURES
Encrgy savings are YrI) gross. unaraluated savings.
WAD Elecflc (klltt|
Res
U
Nonres
IVA|DGas(dErml
Res
U
Nonres
Totd
ytd acl yld target
2,438,418 3,682,055
l'.t,16,'.t 309,989
6.156.680 1.782.789
8,636,559 I,21,833
ytd acl ytd target
36.173 121,173
91 9,527
93.132 163.333
129,3!16 294,333
% of ytd
target
achieved
66%
13%
129%
9895
* ytd target
achieved
309.
1t5
tt%
4%
ann
target
n,N2,333
1,859,933
28.696.ru
52,61{',000
ann
target
728,U0
57,160
980.000
1,766,000
% ann target
achieved
1196
2*
21%
16r
% ann target
Achieved
59.
0%
1096
7%
Example of YTD Energy Savings Report
Overall Program Management: Program Manager/Manager
Customer Relationship/Project Management:Account Executives and/or Program Manager (Avista)
Program Tracking: Program Manager (Avista)
Technical support: DSM Engineers (Avista)
Outreach support: External Communications (Avista)
Analytical support: DSM Analysts (Avista)
PG.44
IDAHO _ DSM PROGRAMS STANDARD OPERATING PROCEDURES
Program Name: Green Motor Rewind
Program Design: The Green Motors Program Group launched the Green Motors lnitiative to work
with Northwest regional utilities and other sponsoring organizations to provide incentives,
through GMPG's member motor centers, for qualifying motors meeting the GMPG's
standards. Avista joined this effort in 2008 offering the program to electric customers who
participate in the green rewind program from 15 hp to 5,000 hp motors. The Green Motors
Initiative is to organize, identify, educate, and promote member motor service centers to
commit to energy saving shop rewind practices, continuous energy improvement and motor
driven system efficiency. This program supports the regional effort by offering an incentive to
Avista customers. Below are the horsepower, incentives and energy savings associated with
each type of motor.
1,040 $100't,157 $125
1 ,376 $150
900 9,21110,192 $1,000
10,590 $1 ,25012,681 $1,500
14,732 $1,750
pc.45
IDAHO _ DSM PROGRAMS STANDARD OPERATING PROCEDURES
Agriculture 3000 24,7U $3,000
Agriculture 3500 28,8il $3,500
Agriculture 4000 32,976 $4,000
Agriculture 4500 37,021 $4,500
Agriculture 5000 41,049 $5,000
lndustrial 15 601 $15
lndustrial 20 804 $20
lndustrial 25 1.052 $25
lndustrial 30 1,133 $30
lndustrial 40 1,319 $40
lndustrial 50 1,418 $50
lndustrial 60 1,476 $60
lndustrial 75 1,519 $75
lndustrial 100 2,005 $1 00
lndustrial 125 2,598 $125
lndustrial 150 3,089 $1 50
lndustrial 2O0 4,088 $200
lndustrial 250 4,972 $250
lndustrial 300 5,935 $300
lndustrial 350 6,919 $3s0
lndustrial 400 7.848 $400
lndustrial 450 8,8'11 $450
lndustrial 500 9,804 $soo
lndustrial 600 14,689 $600
lndustrial 700 17,065 $700
lndustrial 800 19,461 $800
lndustrial 900 21,847 $900
lndustrial 1000 24,172 $1,000
lndustrial 1250 29,973 $1,250
lndustrial 1500 35,891 $1,500
lndustrial 1750 41,697 $1,750
lndustrial 2000 47,4il $2,000
lndustrial 2250 53,051 $2,2sO
lndustrial 2500 58,823 $2,500
lndustrial 3000 70,147 $3,000
lndustrial 3500 81,667 $3,500
lndustrial 4000 93,334 $4,000
lndustrial 4500 104,783 $4,500
lndustrial 5000 116,183 $5,000
PG.46
IDAHO - DSM PROGMMS STANDARD OPERATING PROCEDURES
Program lmplementation: The Green Motors Practice Group is a third-party that administers the
program with Avista oversight. The Program is available to electric (Schedule 11, 12, 21, 25,
31) customers who receive a green motor rewind at a participating service center. To
participate, customers must take an existing motor to a participating service center to have a
green rewind done. The service centers meet specific criteria to be qualified for the program.
For the customer payment process an automatic rebate is applied to the customers invoice
at $1 per HP. There is an admin fee based on the kilowatt hour savings for Green Motors
Practice Group. Here is the link for the Avista website related to this program initiative.
Example of Green Motors information on Avista website
the best new motors lose effciency. A bad repairlrewind can adversely afiect all motor
stics, reducing effcienuy- and reliability. The green motors initiaWe ensures quality rewinding
results in the motor maintaining its original efficiency. This is commonly called a'green rewind".
s are now available for green rewinds.
Green Motors Pradices Group (GMPG) is a non-profit organization that ictentifies, promotes and
es only excellenl member motor seMce centers. These companies are committed to consistently
ucing repair/rewinds that retain or improve reliabitity an efficiency and provide on-site motor driven
assistance.
s of $1 per horsepower are now available for Green Rewinds of NEMA rated motors from 15 hp
500 hp. lncentives are paid as an instanl rebate on your invoice from a participating seMce center.
This link explains the electric motor repairing specifications.
This link is a list of qualifying service centers in ldaho
Program Tracking: Monthly invoices and measure details are provided by the Green Motors
Practice Group. This information is captured in the SalesLogix database. The account,
customer contact, measure information, copy of invoice, service center documentation and
any other documentation is scanned and entered into this database as outlined in the site
specific program earlier in this document. After monthly information is entered into
Saleslogix reconciliation is done to make sure alldata is entered correctly.
pe.47
IDAHO _ DSM PROGRAMS STANDARD OPERATING PROCEDURES
Example of Saleslogix screen shof - Main Account level
Program Reporting: Monthly reports are pulled automatically using the Cognos reporting tool.
Cognos pulls current data from the Saleslogix database and emails an excel spreadsheet to
the DSM Analysts. This report identifies the number of rebates that were processed during
the previous month with the estimated kilowatt hour and therms savings achieved. These
reports are consolidated by the Analyst team and sent electronically to the Managers,
Account Executives, Program Managers, Program Coordinators and DSM Engineers to
review (excel spreadsheet: Year Month YTD Savings Non-res.xls). The totals are used to
report preliminary savings goals to internal and external stakeholders including the monthly
emailtable (YTD Energy Savings - Month Year).
Example of Green Motors Report from SalesLogix
Otuiln la&atudw Ay S&4 :..EFIE'E
'P AdrhFr SCI{a &II
ru N ruut ffiru.aT a
U ru &ln a
E Eru
U E t
gra6E;ru ftE
U a f
pc.48
IDAHO - DSM PROGRAMS STANDARD OPERATING PROCEDURES
F P,*UcfoUo- W CoErolConnction &'N'f
NE
!E
ilrdr ! 414516:1510{
ltrILA$6:t:dI,t
ioo-r€s S.t hgp thtough 3/3Ula
IeeitrGIYpe
Hv C @mblned
IlvAC tleadng
Industrlal Process
PSC crm wdter Heater
PSC @mm€rdal INAC
PSC CommerdalWindows and Insl
PsC Energysmart- Case llghtog
PSC En€rgusm.rt- Industrlal Proc
PSC Food SeMte Equipment
PSC Green Mobrs Rcvind
PSC Lighung Ecerlor
PSC LlghEng InErior
t'sc Mobr conrob HvAc
PSC Standbry Gen€rator Block
SS Appllances
SS HVAC @mbined
SS HVAC Heatng
ss Indusfial Process
SS Ughung ExtErlor
ss ughung Interlor
lwtx7,78
o
L62+n66
a7
o
r83.378
7E,rlilt
52,1,162
7+,621
5,4X
53L6r7
L3:10,168
16L9871,ffi4,14
Ls6&1s3
o
74,427.zlnAtl
,(l,-62f,
tut 2
o
o
o
o
o
o
o
o
o
o
o-a4tor
o
o
o
o
o
o
o
0
x7,
52+
53L61
L2+7,
PG.49
IDAHO _ DSM PROGRAMS STANDARD OPERATING PROCEDURES
Example of YTD Energy Savrngs Report
Encrgy savings areYID gross. uneraluated savings.
lRP
t{AlD Electlc (ktlhf
Res
U
Nonres
WA|DGrs(drorml
Res
U
Nonres
Told
ytd ad yid target
2,1t8,118 3,682,055
41,451 309,989
6.155.680 4.782.789
8,636,559 I,24,8:t3
ytd ad ytdtarget
36,1R 12'.1,173
91 9,527
93.132 163.333
129,396 294,333
% of ytd
target
achieved
66%
t39a
129t6
9816
!6 ytd larget
acfiieved
3096
't'6
tt%
u%
ann
targBt
22,092.333
1,859,933
28.696.73'l
52,6/t!,,000
ann
target
xtg,u0
57,160
980.000
1.766.000
% ann target
acfiieved
11%
2%
21%
15%
% ann target
Achieved
5%
0%
10%
7%
Overall Program Management:
Manager (Avista)
Party lmplementer-Green Motors Practice Group and Program
Customer Relationship/Prolect Management: Account Executives and/or Program Manager (Avista)
Program Tracking: 3d Party lmplementer and Program Manager (Avista)
Technical support: 3' Party lmplementer and/or DSM Engineers (Avista)
Outreach support: 3'o Party lmplementer and/or External Communications (Avista)
Analytical support: DSM Analysts (Avista)
PG.50
IDAHO - DSM PROGRAMS STANDARD OPERATING PROCEDURES
Program Name: Gommercial Prescriptive Lighting
Program Design: The prescriptive lighting program makes it easier for customers, especially
smaller customers and vendors to make lighting improvements to their businesses. ln an
effort to streamline the process and encourage more participation, a prescriptive approach
was developed in 2004. The program provides for many common retrofits to receive a pre-
determined incentive amount. These amounts are calculated using a baseline average for
existing wattages and replacement wattages. Energy savings claimed are calculated based
on actual customer run times using the averages as calculated for incentive amounts.
Program lmplementation: This program is applicable to existing commercial or industrial facilities
with electric service provided by Avista with rate schedules 11 or above. Avista's regional
based Account Executives (AEs) are a key part of delivering the Prescriptive Lighting
Program along with area vendors and contractors. Approximalely 27 individual measures are
currently included in the Prescriptive Lighting Program that is separated into lnterior and
Exterior applications. There is also an on-going evaluation to include rebates for LED
opportunities with gas station €nopy lighting and exterior signage with LEDs. These include
HlDs and incandescent retrofits to more energy efficient light sources including, High
Performance T8, T5 and approved LEDs. The program requires the use of nationally
recognized specifications for LED lighting set forth by ENERGY STAR and Design Lights
Consortium (DLC) and the Seattle Lighting Design Lab.
250 waft HID Fixture to 4-Lamp HP T8 Fixture HO
or 2-Lamp T5HO S-foot Fixture
150 48,975 $ 7500 $50
250 watt HID Fixture to 4-Lamp HP T8 Fixture HO
or 2-Lamp TSHO S-foot Fixture with occupancy
sensor
100 52,056 $8000 $80
400 watt HID Fixture to 4-Lamp T5 High-Output
Fixture
1 500 1,O11,852 $ 157,500 $ 105
400 watt HID Fixture to 4-Lamp T5 High-Output
Fixture with oc sensor
150 139,349 $21,750 $145
400 watt HID Fixture to 8-Lamp HP T8 Fixture
(4-Foot Lamps)
100 71,153 $ 11,500 $ 115
400 watt HID Fixture to 8-Lamp HP T8 Fixture
(4-Foot Lamps) with oc sensor
25 23,826 $3625 $145
40 watt lncandescent to 6-10 watt LED*'t 000 92,407 $ 6,ooo $6
pe.51
IDAHO _ DSM PROGMMS STANDARD OPERATING PROCEDURES
60 watt lncandescent to 9-13 watt LED*1 000 92,407 $ 8000 $8
75-'100 watt lncandescent to 12-20 watt LED.1 000 129,369 $ 10,000 $10
Over 150 watt lncandescent to 2L HP F32TB
Fixture
100 26,798 $ 4000 $40
20 watt MR16 (GU10 Base) to MR16 LED.24
waft
1 000 61,604 $ 5000 $s
35 watt MRl6 (GU10 Base)to MR16 LED" 4-6
watt
1 000 46,203 $ 6000 $6
50 watt MR16 (GU10 Base) to MR16 LED.6-9
waft
1 000 154,01',|$ 10,000 $10
lncandescent Exit Sign to New LED Exit Signs 200 52,833 $ 4000 $20
Fixture with no occupancy sensor to built in to with
relays for room control (no switch sensors)
500 112,659 $10,000 $20
75-100 watt lncandescent can fixture to '12-20
watt LED*
1 000 129,369 $30,000 $30
Exterior40O watt HID to 250 watt DHD MH 500 641,168 $130,000 $260
Exterior4O0 watt HID to 125-175 watt LED*200 256,467 $51,000 $255
Exterior-320 watt to '125-160 watt LED*200 179,270 $36,000 $1 80
Exterior- 250 watt HID to 85-140 watt LED"200 142,387 $29,000 $1 45
Exterior-175 watt HID to 35-85 watt LED*200 132,951 $27,000 $1 35
Exterior-150 watt HID to 35-50 watt LED*200 128,663 $26,000 $1 30
Exterior-9O-100 watt HID to 25-50 watt LED*200 112,659 $15,000 $75
Exterior-7O-9O watt HID to 15-35 watt LED 200 54,038 $11,000 $55
*= Approved LED listed lamps and fixtures from liehtinsdesisnlab.com
Rebate forms are available in hard copy format or in an editable version for both interior and exterior
lighting appl ications.
PG.52
IDAHO _ DSM PROGMMS STANDARD OPERATING PROCEDURES
Example of Commercial Lighting rebate form
Commercial Lighting lncentive Agreement
lnterior Lighting Program
For more information conta€t your Avista account exe(utive or Camille Martin at 509-495{276 or camilh.maninoavista(orp.com
Program Tracking: Commercial lighting rebates are captured in the SalesLogix database. The
account, customer contact, measure information, voucher request and all documentation is
scanned and entered into this database as explained in the site specific section of this
document.
nterior Commercial Liqhtinq lncentlve
Please s€€ Equiprnent Eligibility s€ctron on the previous pagE to ensure your Foiecl qualilies for this program. The incenwe and
energy savings calculation will be applied to the new equipment (ount unhss the exsling equipment count is less- h !,vhich case, the
count will b€ the basis for cakulatino the elioibh imentirie.
25o udt t0o Frrn firrnr6 ?;ilr Hqh Pg{arnatto rE' (r z-Lfip ftrtue
4-Ltmp Hagh Hnn re I8'c 2-Lmp
pc.53
IDAHO _ DSM PROGRAMS STANDARD OPERATING PROCEDURES
--,ryEh Edit yis lrrcrt Schcduh LoohP Witc Toob ttllidow Hdp
i"=, €l m g us "llEl-r1 f, dl t e E d sl@E alq
ffi
ccoritl-W
)mtd
GA
EC
pqhri
B
di th
B
Pucrt i-^lf:-*_:___B
Addcss C fggM-,
Offics g PodFak'lD eBla
Hcv [iltrs]
Fcd Tar lD:rrpc Estg--*=-*_rstd'rs Lt9q__-: -l
KayFlsnc* tr
Example of Saleslogix screen shot Main Account level
Program Reporting: Monthly reports are pulled automatically using the Cognos reporting tool.
Cognos pulls current data from the SalesLogix database and emails an excel spreadsheet to
the DSM Analysts. This report identifies the number of rebates that were processed during
the previous month with the estimated kilowatt hour and therms savings achieved. These
reports are consolidated by the Analyst team and sent electronically to the Managers,
Account Executives, Program Managers, Program Coordinators and DSM Engineers to
review (excel spreadsheet: Year Month YTD Savings Non-res.xls). The totals are used to
report preliminary savings goals to internal and external stakeholders including the monthly
emailtable (YTD Energy Savings - Month Year).
PG.54
IDAHO _ DSM PROGRAMS STANDARD OPERATING PROCEDURES
Example of Cognos/SalesLogix report
Example of YTD IVon Res Savrngs Report- Monthly
,Ftlr fGrt htCTF ruldfrF ltrnTyE Tcdrlrd rUfi IA]l.l ailttrAdcrlEe}trncd ffiECd nE
ffik
ELctk to stkodfB PSCO6Moe.iRarrd hrnC WBta
t{rrd Wstsa
hfird Liqrhad
S(ffit Wddstutt wddr
Sdtitt rb
8fi
804
4,830
15,125
4,538
r1.x9
{
{0
4n
2,175
171
821
2,6$,52 ar CsrdlEd tD
2,14,02 At CqrpbH ID
L,7r1,3 1,754.3 CsnpLbd ID
7,m 2I(, CodcH ID
L,DS 1,225 CdpLbd ID
ffiProdrE PSC Oq Mob.r Rnhd
Rctaa PSC tiJht,tg lnbrio.
ililf.ct itg PSC Udtetg Intltior
HrufEt ilg PSC Lilrte! hbb
Rld 1.645 r.&{5 Cdr*H ID
roo-r€s SavtEs ttrcogh 3/3flf.f
Ieasule TylE
HVAC Combined
HVAC Heating
Industrial Process
PSC Com Water Heater
PSC Commerdal HVAC
PSC Commercl.l wndows and Insul
PSC Energv5mart- Case Ughtng
PSC Energysmart- Indusuial Proc
PSC Food Servlce Equipment
PsC Green Mobrs Re$rind
PSC Lighting Eterior
PSC Lighting Interior
PSC Molor Confols HVAC
Psc sbndby Generotor Block
Ss Appllrnces
55 HVAC @mbined
SS HVAC Heating
ss Industsial Process
SS Ughting EGrior
SS Lighting Interlor
hflh
fil,78,'
o
\621,lffi
87
o
183J78
7a!t03
524,t62
74,52t3,lfi
s3L617
1"3$,168
16L!t871,ffi14.14
1J6q153
o
74,82j2.
V94,t151zgtifr
hflh 2
o
o
o
o
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o
o
o
o
o
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o
o
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o
o
0
T7,78,)
o
L621,W
a7
o
r83,378
7a:t o33
1",217,
PG.55
IDAHO _ DSM PROGRAMS STANDARD OPERATING PROCEDURES
Encrgy saviugs are YID gross, rmaraluated savings.
IRP
WAID Electdc (HYhl
Res
u
Nonres
WA|DGtt(iltetml
Res
U
Nonres
Total
ytd act yrd target
2,438,118 3,682,0s5
't1,'161 309,989
6.155.680 1.782.789
8,636,559 8,Z4,rr'3
ytd act ytdtarget
36,1R 121,473
91 9,521
93.132 153.333
129.396 294.333
% of ytd
targol
achieved
6696
13%
l2g%
98%
tt ytd targot
adileved
3096
't96
57%
u%
ann
target
2.,W2,333
1,859,933
28.696.73.t
52,619,000
ann
targot
728,840
57,160
980.000
1,766,000
% ann target
acfiieved
1t%
2*
21%
1696
% ann targol
Acfiieved
5*
0%
10%
7%
Example of WD Savings Report
Overall Program Management: Program Manager/Manager
Customer Relationship/Project Management: Account Executives and/or Program Manager (Avista)
Program Tracking: Program Manager and/or Program Coordinator (Avista)
Technical support: DSM Engineers (Avista)
Outreach support External Comm u n ications (Avista)
Analytical support: DSM Analysts (Avista)
PG.56
IDAHO _ DSM PROGRAMS STANDARD OPERATING PROCEDURES
Program Name: Power Management for PC Networks
Program Design: This program is designed to encourage implementation of power management
software to obtain energy efficiency. Despite the fact that most personal computers (PCs)
have the capability to shift to a low-power operating state after a specified period of inactivity,
only a small fraction of those PCs actually do. For companies that have numerous PCs, the
wasted energy from computers that remain in the full-power on state even when they are idle
can be significant. Software products that can simplify the process of implementing power
management in large numbers of networked PCs are now available. This prescriptive rebate
approach issues payments to the customer after the measure has been installed. Eligibility
guidelines for participation include, but may not be limited to: completed rebate form,
confirmation of electric usage, invoices and pre and post install data. Post reporting may be
required for a period of three years. The incentive available for this program is $5 per
license.
Program lmplementation: The Power Management for PC Networks Program is available to
provide an incentive to electric (Schedule 11, 12,21,25) customers for the purchase and
installation of power management software for PCs on networks. The equipment must meet
the specifications listed below. Rebates must be submitted to Avista within 90 days of
installation of software. Documentation required for this rebate is a completed rebate form
along with an invoice showing manufacturer, number of licenses and cost. After verification
and analysis of pre and post data reports, rebates will be processed and checks issued to
customer. Rebate forms are available in hard copy format or in editable versions.
Example of Power Management PC Network rebate form
Netwr-rrk Power M*rr.rgenrertt Softlv.rre to be lrrstalle<l
in order for a network-baied power rEnag€ment softwere solunon to qualify for Avisti rn(entrves. it must:. Be installed on €risting system.
. Provide regular {at EEt quartarly) energy-use r€pons wlth
overall averag€ PC energy savings as rr\e[ as arerage PC
energy sevrng5 by smilar goupe of PCs.
. Control every a\rJil$le l€t€l of po/rcr managerrcnl offered
by your PC hardlrrare and rnonitor et the trrne of irHaltation
(e.9.. Cru on. CPU ofl or hibernatJng. Cru susp€nded.
rronitor on. rnonitor off or hib€marflg. monitor suspended).
Available lerrels of control rnay ditfer based on operating
system.
. Re!€t ussr overrrd€ capibilitr€s to network specificatbns erery
2lt houn a! a minimum.
r Achiee r rninimum average sJvrngs of '100 annual kWh per
contr0lled PC.
o Ptoryirje usage dau pnor to insullation of controE. The
dat;t tfrould be for trts consecutive we€tr during a normBl
operating p€nod and indicate us4e by smilar groupr of PCr
Ihis dau wrll be used lor conparison of r Keq€ once controls
are anstall€d-
. Remain in operation for a rninirnum of lhr€e years rtirth th€
ebility for cofitrnued rcporting ercry sI rnonths with savugg
u5€ data upon Auinas requ6t.
l'.€F-_l F---lroIA nctrflm *)llc, cosr
Pnm;ryheatingsystem? trAll Electnc trHeatfump oNatural Gas trOther
pc.57
IDAHO _ DSM PROGRAMS STANDARD OPERATING PROCEDURES
Terms & Conditions
ld&indttE I Goailior hd o ltl.t IrEn$E e on! rrr* ifi rqrtF;rd rsdbd
a drn€lEtd bEabtts xr& lUtla dsulc nne.
e D rffi !q, he'lttc. ydl rnB s&rdt thEherm lbm &ng *rh #.f ileisd
rdtrffi npos *dar $ q* d ilelaE'r'
3, tbos dffi h, b s* rs FoE5rgrg.l" alBr rw Er ddrt b E ty kreIilgE.t Ykr qfu Bnot dd rl curbftilon flth aqdrer{ffirranhE!-
& ar!'lrm pnlrmfis 16 nd ereed [?,ed G.
1 fx$& of drr pogrrn, il&.*E lnerrtE ls,sh rr?
rSFd e d,'gE wth$rt nolre.
a. BEbSE agfdnrffit nun bs ltn lrrd frthln S0 dry6
of ra*xan.
lAnnual Per PC Averaqe lAll 1,300 Pcs
Basellne Energy Consumpuon r50 kwh 598,000 kwt
Eneroy consumDtlon wlth SURYEYoRI 302 kwh 392,503 kwh
Greenhouse Gas Emlsslon REDUCTIOI{ r 215 lbs 280,092 lbs
Energy REDUCTIOX .tb 34.4 Vo
Baseline
Clients
Program Tracking: The Power Management for PC Networks Rebates is captured in the
Saleslogix database. The account, customer contact, measure information, voucher request
and all documentation is scanned and entered into this database.
pc.58
IDAHO - DSM PROGRAMS STANDARD OPERATING PROCEDURES
Example of Saleslogix screen shof - Main Account level
Program Reporting: Monthly reports are pulled automatically using the Cognos reporting tool.
Cognos pulls current data from the Saleslogix database and emails an excel spreadsheet to
the DSM Analysts. This report identifies the number of rebates that were processed during
the previous month with the estimated kilowatt hour and therms savings achieved. These
reports are consolidated by the Analyst team and sent electronically to the Managers,
Account Executives, Program Managers, Program Coordinators and DSM Engineers to
review (excel spreadsheet: Year Month YTD Savings Non-res.xls). The totals are used to
report preliminary savings goals to internal and external stakeholders including the monthly
emailtable (YTD Energy Savings - Month Year).
Flc Edit Viil In6.rt Sdrcduh Loott p Writr Toob Windor Fldp
e, rBl H g cB ")letl'nt e dl t s @ d alss alq
ffi
/I-IE
GAw
E
livli
B
S of Slcs
Hcv ((trOs!
Fcd Tar lD:
Stdrs [t"hr --
KctrPl*qncrt A
g Poc*F*,lD&lfia
Mrh
Far
Tol Frcc:
Mirc
@ppq---il@__,_r
fr€m€ss€sss- -l
C
pe.59
IDAHO - DSM PROGRAMS STANDARD OPERATING PROCEDURES
Example of the PC Network Controls Report from SalesLogix
Example of WD Non Res Savrngs Report- Month
l2-tt-2@9
t2-tt-2@9
til-11-20@
L2-tt-2@9
12-11-2009
x2-tt-2w9
12-11-2009
tz-tl-2m/9
1:l-11-2009
12-11-2m9
Prescriptive PC Network Controls
Prescriptive PC Network Controls
Prescriptave PC Network Controls
Prescriptive PC Network Controls
Prescriptive PC Network Controls
Prescriptive PC Network Controls
Prescriptive PC Network Controls
Prescriptave PC Network Controls
Prescriptive PC Network Controls
Prescriptive PC Network Controls
Prescriptive PC Network Controls
Prescriptive PC Network Controls
Prescriptive PC Network Controls
Presriptave PC Network Controls
Prescriptive PC Network Controls
PSC PC Network Controls
PSC PC Network Controls
PSC PC Network Controls
8 Completed 66+
8 Completed 1521
8 Completed 378
8 Completed 5()4
8 Completed tl50
8 Completed 855
8 Completed 720
8 Completed 760
8 Completed 4465
8 Completed 6an
8 Completed tTE27
8 Completed L87375
8 Completed X27L3.6
8 Terminated 3crc0
8 Completed 345fi)
8 Completed 21fiX)
8 Completed 750fi)
8 Completed 568fi)
80
130
m
90
@
90
90
80
190
m
13000
14990
620
3@O
3450
2100
75@
5680
24
390
2t0
2m
180
2m
2N
2N
570
210
22730.53
23910.05
12@.02
3833.76
3656.25
794:7
75@
33550.39
S.tftg6 ttroogh 3l3vl1
l.ee$relype
HVAC Combined
HVAC Heating
Industrial Process
PSC Com Water Hedter
PSC Commerdal HVAC
I5C Commercial Wndov,rs and In*l
PSC Energysm.rt- Clse Lightir€
PSC Energysmart- Industridl Pro€
PSC Food SeMce Equipmert
PSC Green Mobrs Rsrlnd
PSC Ughung &erlor
PSC Ughung hterior
t5C Motor Controb HVAC
PSC Standby Gener.tor glock
SS Appliances
SS HVAC Combined
SS IIVAC tleatng
SS l,ldusui.l Process
SS Ughung Aterlor
SS Lighting Intenor
l{rhx7,70
o,\621,ffi
a7
o
143;78
78tt o33
52+,t62
7+621
t136
s3L617
t"330,168
16L!)874,&
14/+21
rJ68,Xtir
o
78,a22xr1,+t
,l,,-6rc
l,wfi 2
o
o
o
o
o
o
o
o
o
o
o
-air.70t
o
o
o
o
o
o
o
0
745,O$'
s2+l.62
71,6?t
5,+316
5?t,6tt
L217,tt6t
16L947+,ffi
11+,+A
r.568,rsit
a7
PG.60
IDAHO _ DSM PROGRAMS STANDARD OPEMTING PROCEDURES
Example of WD Energy Savings Report
Encrgy savings are YID gross, utrcvduated savings-
WAID Electrlc $lfhl
Res
u
Nonras
IYAIDGar(0terml
Ros
U
Nonras
Total
2,'88,418 3,682,055
11.61 309,989
91 9,527
93.132 163.333
129,396 294,333
% ofytd
target
ann
ytd act ytd target adrieved target
66|6 4..m,2,333
13X 1,859,933
'r% 57,160
tt% 980.000
119t 't,766,000
96 ann target
adrieved
1194
2X
21%
't6%
% ann target
Achieved
5%
0'.
1096
71
6_156.680 1.182.189 12915 28.696.734
8,636,559 8,24,t:t3 989a 52,649,000
* ytd target
ann
yld acn ytd target aclSeved targot
36,173 121,473 30'6 728,W
Overall Program Management: Program Manager/Manager
Customer Relationship/Project Management: Account Executives and/or Program Manager (Avista)
Program Tracking: Program Manager and/or Program Coordinator (Avista)
Technical support: DSM Engineers (Avista)
Outreach support: External Communications (Avista)
Analytical support: DSM Analysts (Avista)
PG.61
IDAHO - DSM PROGMMS STANDARD OPEMTING PROCEDURES
Program Name: Retro-Commission i ng
Program Design: This program was developed for commercial buildings that have never gone
through any type of commissioning or quality assurance process and are performing below
their potential. Retro-commissioning is a systematic process for investigating, analyzing and
optimizing the performance of building systems that have never been commissioned.
Building commissioning is increasingly recognized as a cost-effective process to improve
building performance, reduce energy use, increase equipment life, improve indoor air quality
and improve occupant comfort and productivity. Although the savings that are achievable
through retro-commissioning can be significant, market penetration still seems to be
relatively low. ln an attempt to overcome these barriers the program provides education, a
streamlined implementation approach, and an opportunity for eligible customers to receive
an incentive towards a qualified retro-commissioning study. Currently, the program
parameters include a .10 per square foot incentive for retro-commissioning studies done by a
qualified commissioning agent, an incentive for contractors to make eligible quick fixes, and
the opportuni$ for customer to receive schedule 90/190 incentives for qualifying projects.
Program lmplementation: lncentives for the Retro-Commissioning Program are available to electric
(Schedule 11, 12,21, 25) customers for studies done by a qualified commissioning agent.
Building requirements include the following: must have at least 50,000 square feet of
conditioned space; must be controlled by an energy management system; building must be
older than 5 years; the Energy Use lndex must be greater than '100% of normal; the
minimum average occupancy must be at least 50% over the last 2 year period; and has not
received retro-commission i ng services previously from Avista.
lncentives are available to eligible customers toward the cost of a qualifying retro-
commissioning study. Customer must complete and submit an application form to Avista for
consideration. Upon approval, the qualified study must provide a systematic review of the
current conditions and operations of the major power consuming components in the building
and include, at a minimum:
Baseline equipment information;
A list of results from the qualified retro-commissioning agent's ("Qualified Agent") initial
investigation of the building including trend logs, air balance and static pressure
readings, set-points and pictures, as appropriate
A list of applicable Measures together with energy savings calculations; and
A list of additional potential Measures and recommendations, detailed descriptions,
estimated savings calculations and implementation costs.
a
a
a
a
pe.62
IDAHO - DSM PROGRAMS STANDARD OPERATING PROCEDURES
at tn(entrves are avar
for the Program?
o Quallffing customers wlll be ellglHe for an lrrentrre of $0.10
per conditoned squae foot of floor space ln the bulldlng
tovrrards a Quallfled Strldy, wtrkh wlfi be paH dlrecdy to
the custorrer upon subnBslon and acceptance by Avlsta.
Quallfled Agents wlll be reryonslHe for contactlng dlrecty
wlth ostomers for tre actual co6t of the Quallfhd Strdy.
. Quallfted Agents wlll be ellglbh foran lncentive of up to
$0.50 per therm and 30.02 per kWh for lmplernenutlon of
efiglble Measur6. The total lncenttve for ellghle Measum wlll
be capped at 30. l0 per condtbned square foot of flor ryxe
ln the bdHlng. E[glble Merum wlll be those Measures
ldentlfled h the Qua[fled Sttdy wlth a pryback perhd of less
than one (1) year. appwalfiorn Atfita on what Mesures
are ellgibh rntst be rxetved prlor to lmphnnntatlon. Once
Avlsta has appoved the ileasurcs, a contxt wl[ be executed
between Avlsta and the Qualtfled Agent.
. BlglHe hard*vlred lmpruementswlth a pryback pedod greate
than one (l) yea and under 13 yeas fur rrcn$$tlng and under
8 par for llghtlng may qualtfy fo lnenfires under AdsbS
other e#tng energy efflciency pro$arns, and cuornrs stror.dd
contrad dlrcctlywlh Avlsb forthese types of hcen$res.
Example of Retro-Commissioning application form
rng ryp€
ti Office ; Gro(ery :r Retail il lndustrial rr Education ii Lodging lll Other:
(lf the Euilding has mixed-use space, please indicate the petcentage in each category)
Building lnfornration
Application forms can be found online.
pe.63
IDAHO _ DSM PROGRAMS STANDARD OPERATING PROCEDURES
Program Tracking: Retro Commissioning is captured in the Saleslogix database. The account,
customer contact, measure information, voucher request and all documentation is scanned
and entered into this database.
Example of Saleslogix screen shot- Main Account level
Program Reporting: Monthly reports are pulled automatically using the Cognos reporting tool.
Cognos pulls current data from the SalesLogix database and emails an excel spreadsheet to
the DSM Analysts. This report identifies the number of rebates that were processed during
the previous month with the estimated kilowatt hour and therms savings achieved. These
reports are consolidated by the Analyst team and sent electronically to the Managers,
Account Executives, Program Managers, Program Coordinators and DSM Engineers to
review (excel spreadsheet: Year Month YTD Savings Non-res.xls). The totals are used to
report preliminary savings goals to internal and external stakeholders including the monthly
emailtable (YTD Energy Savings - Month Year).
Fih Edit yrGf, Inr6t Sdrrduh Loohrp Writr Toob Windor Hdp
' €iH aE ")itrlate dj s e @ d aiveeiq
ffi
)--IE
€:r\'Eg
* d Sites:
Bev [(ffis]
Fed Tar lD:
stah.ls ,[9ti]19:- --._-reyrycT* D
Accor* Desqipti:n:
i..re
C tsoM* -
g PdFars.lDS814
pc.64
IDAHO _ DSM PROGRAMS STANDARD OPERATING PROCEDURES
Example of YTD Non Res Savrngs Report - Month
Example of YTD Energy Savrngs Report
Ioo-r€s savtEE tfimugh 3/31/f't
Le8rleTypc
HVAC Combined
tlvAc Heafng
Irdustrirl Process
PSC Com Water lhater
PSC Commercial HVAC
Psc commercial Wndo{vs lnd hsJl
PSC Energysmart- Case Ugh8ng
PSC En€rgysmart- Industrial Proc
PSC Food SeMce EquiPmert
PSC Green Mobrs t{atvhd
PSC ughttng Ecerior
PSC Ughting lfiErlor
PSC Mobr Controls IIVAC
Psc Sbndby Generator Blo(t
SS Applidnces
5s HVAC combhed
SS HVAC Hedting
sS Industrldl Process
SS tightng E(terlor
SS Ughting Interior
lwtr
%7,lfi
o
\62+,W
a7
o
183"378
745,033
521,t62
,+,62r
5,+?r5
s3L617
Llrl,168
16L987+,ffi14,+A
Ls6q15:l
o
7a,an
xr+,+t
z96gE.
trt 2
o
o
o
o
o
o
o
o
o
o
o
-aL7Or
o
o
o
o
o
o
o
0
x7,
52'.,
7+62t
53
L217,
Encgy savings are YID gross, unaralueted savings.
WAID Electic (tWh)
Res
U
Nonres
WAIDGas (therml
Res
U
Nonres
Total
y,td act ytd target
2,438,118 3,582,055
11,1$1 309,989
6.156.680 4.782.789
8,636,559 8,24,833
ytd ad ytd target
36,173 12',1,473
91 9,527
93.132 163.333
129,396 294,333
% of ytd
target
achieved
66%
13%
1t9%
98%
% ytd target
achieved
30%
1%
5't%
4%
ann
target
22,092,333
1,859,933
28.696.734
52,649,000
ann
targst
728,U0
57,160
980.000
1,766.000
% ann larget
achieved
1.t%
2%
21%
16%
% ann target
Achieved
5%
0%
't0%
7%
PG.65
IDAHO - DSM PROGRAMS STANDARD OPERATING PROCEDURES
Overall Program Management: Program Manager/Manager
Customer Relationship/Project Management: Account Executives and/or Program Manager (Avista)
Program Tracking: Program Manager and/or Program Coordinator (Avista)
Technical support: DSM Engineers (Avista)
Outreach support External Communications (Avista)
Analytical support: DSM Analysts (Avista)
pc.66
IDAHO - DSM PROGRAMS STANDARD OPEMTING PROCEDURES
Program Name: Standby Generator Block Heater
Program Design: Most block heating technology employs natural convection within the engine
block's system to drive circulation, more commonly known as thermosiphon. This program
promotes the replacement of thermosiphon style engine block heaters with pump driven
circulation units which reduce overall block temperature. Because it also decreases the heat
transfer rate from the block to the environment, it can reduce overall block heater energy
consumption. This prescriptive rebate approach issues payments to the customer after the
measure has been installed. Eligibility guidelines for participation include, but may not be
limited to: confirmation of electric usage, invoices and possible pre and post logging.
Program Implementation: The Standby Generator Block Heater Program is available to provide an
incentive to electric (Schedule 11, 12, 21, 25) customers for the purchase and installation of
a pump driven circulation unit. This rebate is available for a retrofit only. This program
requires pre-approval from Avista to do pre and post logging. Rebates must be submitted to
Avista within 90 days of installation of equipment. Documentation required for this rebate is a
completed rebate form along with an invoice showing manufacturer, model and cost of the
equipment purchased. After equipment verification, rebates will be processed and checks
issued to customer. Rebates are $400 per qualified unit. Rebate forms are available in hard
copy format or editable versions online.
Example of Standby Generator Block Heater rebate form
'erms &itions
fdd&todtrnr & Gorffirr hd m b*L
R-rD Ok R€ba6 re adlaue k e!'ofit
lrom a:herrpsphm or(ulalrE Uod helE !o a
tE FF ciflEn ClrsElng uod herEr dlrtllEEllE-
.on'Jnlff$fu Bbd h€re, mut be hnalled Ey t
tstsEfi crllt€d iedlntoil. tEhlte! are rY3lbble
kx ccfimerB* fdttE6 vuth €lectrtc sErtre trovl*d
by ArEra u$l$es on r ncn-r€6t&fllral ratre rhaduk.
oetatE cf $6 poErara, trdudrq rebaE letris. are
cJqeat to {tTit'EE ,,ltfput prE( nodce.
Proot ol hrduo: copEs d fivo e($ r.enrrrng
th€ nil eqJlpnEnr pudrxed rrld hbor chargEs,f apF{!(,B€, mlJsi lccdnpJry ti,s Agre€oent
Manulxturer airC rnodel nirnber d FrEhased
€qupri€flt m(.6 be rrrlutr on t !€ fiyotce or i
sepat*e mrruhct rer spedlcrtl@ *l€et (an be
lr€uded. Rebate Agreemsrt musl b€ returrEd
rthl't 90 daF o, r'Elallrlron
Fly|iltt qrf.srt m.rst be prrdued ard rsri,lsd
bfue Frrsr sr be EBJ€d &bae pryrrEnts vrr[
rrdereed nrd€rdcc- ieb&areftotv3ld h
co.rtrnaffi vyltl &yodrE atSE trEroEyr€bteE
Abrv 46 steb fo. rcce5srE ,ld pqrrsrt ot rEbea
liLfrclin: atta 1E3e(E ttl. .r{il1l b vEflly
rlsEllalorEan trE bdoecr dur prynm! E 6sued.
Generator lnforrn.rtion
<(xfircm c Lx(rotfflr lHat , cm,trcraD. rml tf EGlanrl
Ertgin* Heater lrrforrnation
cEdcrr"t,3clrt r*r?ll tt (Itrlrarlr{ ,(rrcrarrll
tIilqtfcr (6r rotEtxE qo }I rrlwtre Er}Ia'lr(m.uoc ItEaEE liroac$It
pe.67
IDAHO _ DSM PROGRAMS STANDARD OPERATING PROCEDURES
Program Tracking: Standby Generator Block Heater Program data is captured in the Saleslogix
database. The account, customer contact, measure information, voucher request and all
documentation is scanned and entered into this database as explained in the Site Specific
section earlier in this document.
Example of Saleslogix screen shot- Main account level
Program Reporting: Monthly reports are pulled automatically using the Cognos reporting tool.
Cognos pulls current data from the SalesLogix database and emails an excel spreadsheet to
the DSM Analysts. This report identifies the number of rebates that were processed during
the previous month with the estimated kilowatt hour and therms savings achieved. These
reports are consolidated by the Analyst team and sent electronically to the Managers,
Account Executives, Program Managers, Program Coordinators and DSM Engineers to
review (excel spreadsheet: Year Month YTD Savings Non-res.xls). The totals are used to
report preliminary savings goals to internal and external stakeholders including the monthly
email table (YTD Energy Savings - Month Year).
Frh Edit VEw lrErrt Schdulc Lootup ttYdtc Toob t{indow }ldp
-. €i H S (B ")tErfil f, di I e @ d aivE esiq
ffi
rcdml
--W
lmtd
G,,\Eg
portrri
ffi
tdivti!
B
S o, Slc.r
Hcvttffisl
Fcd Tar lD:rrpc IE
Stat,tc fufiv.[i - - ___:
fcyPtaccnrcrt E
Accqr* Darsiftrr
pe.68
IDAHO _ DSM PROGRAMS STANDARD OPERATING PROCEDURES
Example of Block Heater report from SalesLogix
Example of YTD IVon Res Savings Report - Month
llum Measure
38,945 PSC Standby Generator Elock
:!8,946 PSC Standby Generator Block
39,U0 PSC Standby Gene6tor Block
39,198 PSC Standby Generator Elock
39,4X, PSC Standby Generator Block
40,647 PSC Standby Generator Block
tO,843 PSC standby Generator Elock
tr0,844 PSC Standbry Generator Elock
41,088 PSC Standby Generator Block
43,374 PSC Standby Gen€rator Block
43,375 Psc Standby Generator Elock
t13,376 PSC standby Generator Bloc*
43,595 PSC Standb,y Generator Block
i,lesure
PSC Standby Generator Block
Psc standby Generator Block
PSC Standby Generator Block
Psc Standby Generator Elock
PSC Standby Generator Block
Psc Standbry Generator Block
PSC Standby Generator Block
Psc standbry Generator Block
Psc Standbry Generator Block
PSC Standby Generator Blod(
PSC Standbry Generator Block
PSC Standbry Generator Block
PSC Standbv Generator Bloct
Stete A.count
WA
ID
WA
WA
WA
WA
WA
WA
WA
WA
WA
WA
WA
ltutr Measure co Phase
0/'.77-2Ol2L0{J6.22 Completed
04-27-2012 &56.5 Completed
0$11-20121125.7, Completed
05-11-20121131.37 Completed
05-11-mU1131.37 Completed
0a-31-2O122724.% Completed
gl-l4.mu|3/.28.57 Completed
O:l-1+201it2m8.98 Completed
gl-28-m125L7.52 Completed
01-25-2013 1019.9 completed
01-25-2013 1(n8.7 Completed
01-25-2013 1019.9 Completed
02-L'.20131096.66 Completed
400
400
400
400
tl00
tl00
tloo
trco
lmo
rl00
400
400
/rco
1884
1696
1931
1783
1884
2673
27t2
1962
745.8
1810
1810
1783
19:}5
Ioo-r€3 sat irgs ttrc0gh 3/3flfa
IeasnlaTy?e
HVAC Combined
HVAC Heatng
Industrlal Process
PSC Com Water tl€ater
PSC Commerdal t{vAc
Psc @mm€rdll Wndorvs ond hstl
PSC En€rgysmart- Clse Ughtng
PSC Energysmart- Industrial Proc
PSC Food S€Mce EquiPment
PSC Green ttlobrs Ra.rind
PSC Ugh0ng Ederbr
PSC Llghong hterlor
PSC Mobr Controls IIVAC
Psc Sbndby Generlbr Blod
SS Applbnces
SS HVAC @mbined
SS HVAC Hoatng
sS Industslal Process
SS Ughtng Exterior
SS Ughtng Interior
kwt
3,''t,70
o
L62r,1166
a7
o
183J78
,8:i,o3:l
521,t62
74,621
,136
53L617
LI}D,168
16L!r87a,G
14,.21
L558,r:r3
o
78,022
v94/+51
M.OE
kurh 2
o
o
o
o
o
o
o
o
o
o
o
-82,7n1
o
o
o
o
o
o
o
0
Tt,
s3L5r
L2a7
PG.69
IDAHO - DSM PROGRAMS STANDARD OPERATING PROCEDURES
Example of YTD Energy Savrngs Report
Encgy savings are YID gross, unoraluated savings.
WAID Electic (kllhl
Res
u
Nonras
IYAIDGT!(ltretml
Res
U
Nonrss
Toral
ytd d ytd target
2,138,118 3,682,055
'll,'161 309,989
6.156.680 1.782.789
8,636.559 8,24,833
ytd act ytd target
36,1R 121,473
9't 9,521
93.1t2 153 333
't29,396 294,333
% ofyrd
targot
annachieved tafgel
66% 2.,092,333
13'6 1,859,933
129* 28.696.734
98r 52,649,000
L ytd target
annadrieved terget
3095 728,U0
1% 57,160
57* 980_000
4% 1,766,000
% ann target
achieved
11'6
2%
21*
16%
9l arn larget
Achieved
5%
0%
1096
7%
Overal I Program Management: Prog ram Manager/Manager
Customer Relationship/Project Management:Account Executives and/or Program Manager (Avista)
Program Tracking: Program Manager and/or Program Coordinator (Avista)
Technical support: DSM Engineers (Avista)
Outreach support External Comm unications (Avista )
Analytical support: DSM Analysts (Avista)
PG.70
IDAHO - DSM PROGRAMS STANDARD OPERATING PROCEDURES
Program Name: Gommercial HVAC Variable Frequency Drive (VFD) Program
Program Design: This program is intended to prompt the customer to increase the energy efficiency
of their fan or pump applications with variable frequency drives through direct financial
incentives. This prescriptive rebate approach issues payments to the customer for a retrofit
after the measure has been installed. Eligibility guidelines for participation include, but may
not be limited to: confirmation of natural gas usage; and invoices and verification of horse
power of motor. The measures, incentives and savings are listed below.
VFD Fans $80 1,022
VFD Cooling Pump Only $85 1,091
VFD Heat Pump only or Combined Heating & Cooling Pump $140 1,756
Program lmplementation: The Commercial HVAC Variable Frequency Drive (VFD) Program is
available to provide an incentive to electric (Schedule 11, 12,21,25) customers for the
purchase and installation of VFDs on HVAG equipment. The equipment must meet the
specifications listed above. Rebates must be submitted to Avista within 90 days of
installation of equipment. Documentation required for this rebate is a completed rebate form
along with an invoice showing manufacturer, model and cost of the equipment purchased as
well as documentation to verify the horse power of the motor the VFD was installed on. After
equipment verification, rebates will be processed and checks issued to customer. Rebate
forms are available in hard copy format or editable versions online.
pe.71
IDAHO _ DSM PROGRAMS STANDARD OPERATING PROCEDURES
Example of HVAC rebate form
Funding Calculation
INSTRUCTIONS: lncenbves apply to retrofits of variable frequency drives (VFD) installed on commercial heatrng, venilation and
air conditioning equipment served on an Avrsta electric non-residential rate sdedule. New constructron prolects are not eligible fo
incenti\es. Use a separate line for exh VFD. lnclude pnmary pumps and fans only secondary or spare pumps or fans do not qualify.
Attadt a separate sheet for additional VFDs if necessary Please allow 6-8 weeks for processing. lncentive payments will not exceed
invoi(ed cost.
Table A - Fan or Pump Application Codes
9A 9&Y aA d tmY Ai H^nti m uti tttD wafti rum
$P
'UPAY
IA OX VAV PACUGEO Ofi R@[OP WAC Ufltr M CUIrc TOtrR ruUP
sa 8truRx ta sf,mu aa u&ti ffi cBu:DwareR ruM?
I'P REruRI TSil VAVPMTD dimf,* WXBIT Ctr COXOEEK WA]E8 ruW
E ru[qre IMT I8 OIHTR ETAT IEOryIf, IAU C
Table B - VFD lncentive per HP of Designed Primary Motor Load
W fN!
wo csuxc M $LY
wo Hanrc rur oLY s cmrlF HunM No c@urc ruu?
le
IB
lt@
Program Tracking: The Commercial HVAC Variable Frequency Drive Program data is captured in
the Saleslogix database. The account, customer contact, measure information, voucher
request and all documentation is scanned and entered into this database.
PG.72
IDAHO _ DSM PROGRAMS STANDARD OPERATING PROCEDURES
Fih Edit Viil hr.rt Sdt{uh tootup ttldtc Toob Wndour FHp
+ €lH S qS rllElnl # dl s B @ d alws ,8lq
ffi
F,-W
f,c9\
UE
B
:li\rti
B
1$M.hPodF*.lD ggll
Mair :ftilElffIlfim
Fax |11p1l11._ry--:_fTotFrce il€oo€Bgffi **-l
Misc [--_--fI _ ____ ___Fl
Example of Saleslogix screen shot - Main Account level
Program Reporting: Monthly reports are pulled automatically using the Cognos reporting tool.
Cognos pulls current data from the SalesLogix database and emails an excel spreadsheet to
the DSM Analysts. This report identifies the number of rebates that were processed during
the previous month with the estimated kilowatt hour and therms savings achieved. These
reports are consolidated by the Analyst team and sent electronically to the Managers,
Account Executives, Program Managers, Program Coordinators and DSM Engineers to
review (excel spreadsheet: Year Month YTD Savings Non-res.xls). The totals are used to
report preliminary savings goals to internal and external stakeholders including the monthly
email table (YTD Energy Savings - Month Year).
pe.73
IDAHO _ DSM PROGRAMS STANDARD OPERATING PROCEDURES
Example of Commercial HVAC Variable Frequency Drive report from SalesLogix
Num Account State Measure
WA PSCMotorControlsHVAC Completed 31fi)
WA PSCMotorControlsHVAC Completed 12fi)
WA PSCMotorControlsHVAC Completed lflX)
WA PSCMotorControlsHVAC Completed 34{X)
WA PSCMotorControlsHVAC Completed aa00
WA PSCMotorControlsHVAC Completed 21110
WA PSCMotorControlsHVAC Completed 80fi)
lD PSCMotorControlsHVAC Completed 640
wA PSCMotorControlsHVAC Completed 4620
WA PSCMotorControlsHVAC Completed 279fl)
lD PSCMotorControlsHVAC Completed Utl00
WA PSCMotorControlsHVAC Completed 18fi)
WA PSCMotorControlsHVAC Completed 32fl)
Phase lncentive Ek Kwh Measure Cost
41038 1tt550
19158 I:4303.24
175il 202t.39
436,0 9030.8
5672t 12554.85
D9y 4370.8?
to22w 19769.27
8176 4313.2
624p.37 53205
392310 33023
169560 63361
2295 8814
40880 4000
39,049
39,287
39,535q,ilo
42,290
42,W
4,133
4,49
4,532
44,810
4,936
45,100
156
05-1&
08-31
t2-o7-
L2-2L-
02-22-
03-1^}'
03-22-w
0'
oG21-
o&
Example of YTD Non Res Savrngs Report - Month
Pc.74
Ioo-r€s saviBE thtoogh 3/3flf+
Xees&EIE
HVAC Combined
HVAC Hedting
Industrial Process
PSC Om Water Heater
PSC Commercial HVAC
PSC Commercial Wndows and hsul
PSC Energysmart- Case Ugtrting
PSC Energysmart- Industrial Proc
PSC Food SeMce Equlpment
PSC Green Motors Rewind
PSC Ughting Elterior
t SC Ughung hterior
PSC Motor Contsols HVAC
PSC strndby Gener.br Elock
SS Applidnces
Ss tlvAc @mbined
SS HVAC Heafng
SS Industrial Process
SS Ughting Ederior
5S Ughung Interior
kwhx7,78
o
L621,W
a7
o
ra3.37a
745,O33
s2+,162
7+,62t
sr:16
5311,617
1J3{t,168
16L9474,ffi
114,+2+
L550,r53
o
74,422
XX1lt1
7J4.5fi
Itt 2
o
o
o
o
o
o
o
o
o
o
o
-a2,7o1
o
o
o
o
o
o
o
a
s3L61
t,2+7,$
IDAHO _ DSM PROGRAMS STANDARD OPERATING PROCEDURES
Encrgy savings are YID gross, unorahrated savings.
wAlD Elecrlc (ktlhl
Res
U
Nonres
WAID G.r (theml
Res
u
Nonres
Totd
ytd act ytd target
2,'t38,418 3,682,055
41,451 309,989
6.156.680 1.782.789
8,636,559 8,Tt1,833
ytd act ytd target
36,173 121,473
91 9.527
93.132 163.333
129,396 294,333
% of yrd
target
achieved
65%
13%
129%
98%
% ytd larget
achioved
30%
1%
5't%
4%
ann
targot
2..492,333
1,859,933
28.696.73't
52,649,000
ann
targ6t
728.U0
57,160
980.000
1,766,000
% ann target
adrieved
11%
2%
21*
16%
% ann tergoi
Achieved
5%
096
10%
7%
Example of YTD Energy Savtngs Report
Overall Program Management: Program Manager/Manager
Customer Relationship/Project Management: Account Executives and/or Program Manager (Avista)
Program Tracking: Program Manager and/or Program Coordinator (Avista)
Technical support: DSM Engineers (Avista)
Outreach support: External Communications (Avista)
Analytical support: DSM Analysts (Avista)
PG.75
IDAHO _ DSM PROGRAMS STANDARD OPERATING PROCEDURES
Program Name: Commercial Water Heaters
Program Design: Commercial Water Heaters that are high efficient use 25 percent less energy than
a conventional commercial unit by employing more efficient heat exchangers. The
Commercial Water Heater Rebate was designed to incentivize electric customers to
purchase and install energy efficient commercial water heaters. The following measures are
available for incentives with associated savings per unit.
Water Heater Specifications: Avista offers a $20 per unit incentive for water heaters that meet the
following energy factors:
Program lmplementation: The Commercial Clothes Washer Program is available to provide an
incentive to electric (Schedule 11, 12, 21, 25) customers for the purchase and installation of
an energy efficient commercial water heater. Water heaters must be commercial grade units
and must meet water heater specifications listed above. The hot water that serves the water
heater must be heated with Avista electricity. Rebates must be submitted to Avista within 90
days of installation of equipment. Documentation required for this rebate is a completed
rebate form along with an invoice showing manufacturer, model and cost of the equipment
purchased. After equipment verification, rebates will be processed and checks issued to
customer. Rebates are $20 per qualified unit. Rebate forms are available in hard copy format
or in editable versions.
- >25 <35 .90
= >35 <45 .90
= >55 <75 .87
- >75 <100 .87
= >100 <120 .86
pc.76
I
IDAHO _ DSM PROGRAMS STANDARD OPERATING PROCEDURES
Example of Commercial Water Heater rebate form
Rebate Amount: S20
New water heater(s) purdrased & installed
tof r.'fi:t RIBAII AMI
!
IOTAT RESAIE
Program Tracking: The Commercial Water Heater Program data is captured in the SalesLogix
database. The account, customer contact, measure information, voucher request and all
documentation is scanned and entered into this database.
Example of Saleslogix screen shot- Main Account level
Terms & Conditions
Adddard trtrl' e Coodom Ifilsd on hn pqe.
nebatr Offcr: Rebates ate aail&le for tp lnst*aton
$uafffne uni st)rte tvaEr heate6. R€bat6 a?
aail$h for corungdd rxihieswifi el€ctrk seflice
FoviJed by Avista udities on a rprxes&lential nte
rdedul€. tlot water rr.6t be heated with Ayirt
eleority. Deu*b ol this program, hddirg rcbate
lel€b, are e-bi€d to dla lgewi$out plior notce.
proof ol hldlae: copies of inoicec) itemizing
lhe newequip.rlenl purdEsed and labordErgg,
if applicabh, ml.Et accofipary this agree{nent
Manufxturer and model nurnber of ptndused water
heater rrxJst be irduded on th€ in oice or a separate
rmufactur€r S€cificatbn shed on be irrhded.
Rebate ageerrEnt mstb€ eturn€d wfiin 90 days of
instdalion.
Peymcnt Equipncnt must be purdEed ard irddled
beloe paynnnt can be i$ued. Rebate payrFnts will
not erceed imoi(ed cod. Rebates tre not vali, in
cofibinatbn with {ly other Avista iDcentivesr$ates.
Alb\,v 4-6 'rve€ts for processing and payrneot of
rebaie.
E$&.rpnt Elgb|tf ElEibh water heaters rrust
meet or excd the energy effriency larcb listed
abolE. Elilihlrty fo. equpflEnt not lin€d rnEt bet ndled m a Ete-$ecific b6is. contrcl your Avist:
refes€nbtit/e beto.e Nrdla6irE th€ eqiprn€nt
frcrlffc.$on: AvisE rEserrres tle d$t to trerify
lnstallatkxE anytinE before or after payllpnt B issred.
, Eh Efit Yrc Lrcrt Sdrcduh too*up Wdb Toob t{lndorr }ldp
tl+ O H g @ "rlelnr* dl I H @ d alss Elq
ffi
ccarts).-
lE)
:il*d3
et^w
Accu*
Divisiilr
P&rt
Addat*
0fficr
fadAccqr{ Om
LE
C
re
1x)M.iig Po{Fab.D $Ell
M*r
Fqc
Tol Ftcc:
Mirc:
irsoqqgssg---l
I o, Slc(
Fw(flIh}
Frd Tar lD:rrpc lc.x*r--*-*l
l
Kot,Flcnat E
Accar* Dccsifirr
LCI
lrdrrt,{ Fffic.---------l
ow:r &-u-E ---A
Acci.Mr fsffi:iq'q- trlB
di!flica
B
PG.77
IDAHO - DSM PROGRAMS STANDARD OPERATING PROCEDURES
Program Reporting: Monthly reports are pulled automatically using the Cognos reporting tool.
Cognos pulls current data from the Saleslogix database and emails an excel spreadsheet to
the DSM Analysts. This report identifies the number of rebates that were processed during
the previous month with the estimated kilowatt hour and therms savings achieved. These
reports are consolidated by the Analyst team and sent electronically to the Managers,
Account Executives, Program Managers, Program Coordinators and DSM Engineers to
review (excel spreadsheet: Year Month YTD Savings Non-res.xls). The totals are used to
report preliminary savings goals to internal and external stakeholders including the monthly
emailtable (YTD Energy Savings - Month Year).
Example of WD IVon Res Savrngs Report - Month
Sa*rgs throogh 3l3ul1
faeasurcIlrpe
IIVAC Combined
HVAC H€atng
Industrhl Process
PSC @m Water He.ter
PSC Comm€rcial HVAC
Psc commercid Wndours and Ingl
PSC Energysmart- Case Ugh$ng
PSC Energvsmart- Industslal Ptoc
PSC Food Servlce Equipm€rt
PSC Green l,lobrs Rewind
PSC tlgtrting E brior
PSC tighting InErlor
PSC ibbr Contrds IMAC
Psc Standbry Gener.br Blod(
SS Appli.nces
SS HVAC @mbin€d
ss HvAc ll€dung
SS Industsill Process
55 Ughtng ExErior
SS ulrhtng l,lErior
rrh
fi7,7$
o
L62rrP66al
o
183378
78:ilt33
52+16.2
,1,6.21
t435
s3L5r7
133r,168
16L987
1.6+tl+4,44
r.560,rnt
o
ta,azl.
?,r+,+g
7oil.626
lwh2 TotatLwh+Lwt2o x7,7u)ooo L621,
o
oo 183o 785o s24o 71,o5o s31-a\7ot ,.71t,
o
o
o
o
o
o
o
o
pe.78
IDAHO - DSM PROGRAMS STANDARD OPERATING PROCEDURES
Encrgy savings rre YID gross, rmclnhretcd sevings.
RP
t{AlD Elcctlc $tlhl
Reg
U
Nonrss
WA|DGa(dreml
Rss
u
Nonos
Totd
ytd acl ytd faryet
2,{}8,418 3,642,055
11,#1 309,989
6.155 680 4.782.789
8,636,559 I,24,83:'
ytd aci ytdtarget
35,1R 121,173
91 9,527
93.132 153.333
14,3!16 294,333
% ofytd
target
annachieved targot
66r'6 2,@2,333
13% 1,859,933
1299t 28.696.ru
98* 52,e+9,000
X gd rarget
annadrieved targot
30* 728,W
'D6 57,160
tt* 980.000
41 1,766,000
95 ann target
achieved
1196
2%
219r
16%
% ann target
Adrieved
596
09.
10%
7%
Example of WD Energy Savrngs Report
Overall Program Management: Program Manager/Manager
Customer Relationship/Project Management: Account Executives and/or Program Manager (Avista)
Program Tracking: Program Manager and/or Program Coordinator (Avista)
Technical support: DSM Engineers (Avista)
Outreach support External Comm unications (Avista)
Analytical support: DSM Analysts (Avista)
PG.79
IDAHO - DSM PROGRAMS STANDARD OPERATING PROCEDURES
Program Name: Gommercial Windows and lnsulation Program
Program Design: The Commercial Windows and lnsulation program en@urages non-residential
customers to improve the envelope of their building by upgrading windows and adding
insulation. This may make a business more energy efficient and comfortable. This
prescriptive rebate approach issues payments to the customer after the measure has been
installed. Eligibility guidelines for participation include, but may not be limited to: confirmation
of electric heating usage, invoices and insulation and/or window data. Pre and/or post
inspection for insulation and/or windows may occur as necessary throughout the year.
Program lmplementation: The Commercial Windows and lnsulation Program are available to
provide an incentive to electric (Schedule 11,12,21,25) customers forthe purchase and
installation of energy efficient windows and insulation. Rebates must be submitted to Avista
within 90 days of installation of equipment. Documentation required for this rebate is a
completed rebate form along with an invoice showing material purchased and project cost,
as well as, an insulation certificate for insulation install and specs for windows. After
verification, rebates will be processed and checks issued to customer. Rebates amounts per
qualifled unit are listed above. Rebate forms are available in hard copy format or in editable
versions.
Less than R4 Wall lnsulation to R-11-R18 Retrofit .30 per square foot 3
Less than R4 Wall lnsulation to R19 or above Retrofit .35 per square foot 4
Less than R11 Attic lnsulation to R30-R44 Retrofit .20 per square foot I
Less than R11 Attic lnsulation to R45 or above Retrofit .25 per square foot 1
Less than R11 Roof lnsulation to R30 or above Retrofit .25 per square foot I
Windows U-Factor of .35 or less and SHGC .35 .50 per square foot 3
or Less NC
Windows U-Factor of .35 or less and SHGC .35 .50 per square foot 3
or Less Retro
pe.80
IDAHO - DSM PROGRAMS STANDARD OPERATING PROCEDURES
Copy of Commercial lnsulation and Windows rebate form
h
ldaho Commercial Windows
^ffivtstl
and lnsulation Program
lf the scope of your project does not fit into the parameters of this program, please contact your Avista Account Executive PRIOR to
beginning your prolect. You may be eligible for a site specific or custom incentive. Visit avistautilities.com for more information.
Additional Terms & Conditions
listed on last page.
Rebate Offer: Rebates are available
for the installatior{ of qualifying
insulation and windows. Rebates are
available for commercial facilities whose
primary heat source is Avista electric
on a nonresidential retail rate schedule.
Details of this program. including rebate
levels, are subject to change without
prior notice.
Proof of Purchase: Copies of invoice(s)
itemizing the materials purchased
and labor charges, if applicable, with
verification of U-Factor, solar heat
gain coefficient and square feet for
windows and R-Value and square feet
for insulation must accompany this
Agreement. Forms without verification
cannot be processed. Rebate Agreement
must be returned within 90 days of
installation. Windows and insulation
must be contractor installed. Contractor
must certify cost, square footage,
existing and new levels of insulation
and/or cost, square footage, U-Factor
and SHGC of windows. lnvoices must
be itemized.
Payment: Equipment must be
purchased and installed before payment
can be issued. Rebate payments will
not exceed invoiced cost. Rebates are
not valid in combination with any other
Avista incentiveVrebates. Allow 4-6
weeks for processing and payment of
rebate.
Verification: Avista reserves the right
to verify installations anytime before or
after payment is issued.
Terms & Conditions
Program Tracking: The Commercial Windows and lnsulation Program data is captured in the
SalesLogix database. The account, customer contact, measure information, voucher request
and all documentation is scanned and entered into this database as explained in the site
specific section earlier in this document.
PG.81
IDAHO _ DSM PROGMMS STANDARD OPERATING PROCEDURES
Example of Saleslogix screen shof - Main Account level
Program Reporting: Monthly reports are pulled automatically using the Cognos reporting tool.
Cognos pulls current data from the SalesLogix database and emails an excel spreadsheet to
the DSM Analysts. This report identifies the number of rebates that were processed during
the previous month with the estimated kilowatt hour and therms savings achieved. These
reports are consolidated by the Analyst team and sent electronically to the Managers,
Account Executives, Program Managers, Program Goordinators and DSM Engineers to
review (excel spreadsheet: Year Month YTD Savings Non-res.xls). The totals are used to
report preliminary savings goals to internal and external stakeholders including the monthly
email table (YTD Energy Savings - Month Year).
Fh Edit Viil lnscrt Sdtcduk toohlp Wfu Took t{indor }Hp
"--, €l H g cs ")lElEl a dl t e @ d alss alq
ffi
ccor{
-,-IB
)odda\w
portrril
B
rdi\ilb
B
;:re
C rou.i,-g Po*Fak,lD $fi4
Fcv[ffis]
Fcd Tar lD:
T;pc: '!S9L*__ _ _strtu$ @--_-]
Kay Ft*acrcnt E
Mdr iEqlqggEl---]Far i!stll,.:--_JTotFrca ij1{ilti fMise l_ -_- _-
i--____- -:_:*__ _,_ci
pc.82
IDAHO - DSM PROGRAMS STANDARD OPERATING PROCEDURES
Example of Commercial Windows and lnsulation report from SalesLogix
Example of YTD A/on Res Savings Report- Month
Meesure
PSc commercaal windows and lnsul
PSC Commercial Windows and lnsul
PSC commercial Windows and lnsul
PSC Commercaal Windows and lnsul
PSC Commercial Wndows and lnsul
PSC Commercial Windows and lnsul
PSC Commercial Windows and lnsul
Psc commercial windows and lnsul
Psc commercia! Windows and hsul
PSC Commercia! windows and lnsul
PSC Commercial Windows and lnsul
Pfias€
Completed
completed
Completed
Completed
Completed
Completed
Completed
Completed
Completed
Completed
Completed
o2-tL-?,J,t4
o2-25-mt4
02-2&2014 36
o}-L4-mt4 217.49
03-!r-2014 469.65
0:l-1+2r14 75.1!'
o3-2t-m46,[,,.72
0:l-21-2014 2i85L7L
o}.2E-?Ot4 !1534,66
03-2&m14 311.58
04-04-2014 1169.68
2315
3ls
194
t3t7 75
xM 1el
4m 27
4oL4 ZI7
m!27
fi397
1!'28 l(D
72,f) rn8
Measure Co6t
51276.62
2764()
406.5
s168.69
15002.53
2610.4
368!t.73
2415,,J4
56:li(l
ilxno
42i27t.78
tlate lncentlve Bec tncentive Gas l(wh Iherm
ta73.05
2395.(B
3!t6.91
Tn.?3
1j16.59
1075.21
515.28
llr:t4.82
fo.rr€s set hgs thrutgh 3/3f/f{
Ieasur€IYDC
tlvAc Combtned
HVAC tleafng
hdustrhl Process
PSC Com W.Er Heater
PSC Commerdd HVAC
Psc Comm€rdal Wndows and In$,l
tEC Eoergysmlrt- clse UghtrE
PSC Energysmar} Industrlal Proc
PSC Food S€Mce Equlpment
PSC Green Motors Revvlnd
PsC tirhting Ecerlor
PSC tillhung lnterlor
PSC ttlobr Confob HVAC
PSC Standby Generlbr Blo*
SS Appllances
ss HVAC Comblned
SS IMAC Heafng
SS IndusHll Process
SS Lightng Ecerior
SS L{rhtng IntErlor
hfllr
x7,78,,
o
t\oil"1l,lreat
o
183378
78!rp33
s2+t62
11,621
5,a5
s3L617
L3I,158r6L987+,ffi
ryn,{2+
L56&r$r
o
74,422ar1,+t7t+i:6
t{nr 2
o
o
o
o
o
o
o
o
o
o
o-aL7Ot
o
o
o
o
o
o
o
0
7+52r
t'.41.
v94,tl,5t1
m1
PG.83
IDAHO _ DSM PROGRAMS STANDARD OPERATING PROCEDURES
Energy savings are YII) gross. uaeraluated savings.
WAIDElectlc$tltf
Res
U
Nonrss
Fd aci yld target
2,4,8,418 3,682,05s
i[1,'151 309,989
6.156.680 1.782.789
8,636,559 8,24,8:'3
% ofytd
targct
acftieved
6696
13%
129%
98%
ann
target
2.,092,333
1,8tt9,933
28.696.734
52,619,000
ann
targot
7a.,W
57,160
980.000
1,766,000
% ann target
adrieved
11%
2%
21%
16j6
% ann targot
Achieved
5%
0%
't0%
7*
WAD G.r (Orerml * ytd rarget
ytd ad ytdtarget acfiieved
Res 36,'lZ1 121,1n 30%
u 91 9.527 l%
Nonres 93.132 163.333 gllf
Totd 14,3!16 294,333 U%
Example of WD Energy Savrngs Report
Overall Program Management: Program Manager/Manager
Customer Relationship/Project Management: Account Executives and/or Program Manager (Avista)
Program Tracking: Program Manager andior Program Coordinator (Avista)
Technical support: DSM Engineers (Avista)
Outreach su pport: External Com m u nications (Avista )
Analytical support: DSM Analysts (Avista)
PG.84
*r
(
/rt4l
I
IDAHO - DSM PROGRAMS STANDARD OPERATING PROCEDURES
Residential Programs
Residential General Overview
The Company's Residential portfolio includes two primary methods of program delivery to encourage
customers to make energy efficiency choices for their home. The traditional rebate application
approach is the main method of program implementation. The Company also utilizes third-party
contractors for other programs that may require additional technical assistance or have available the
appropriate resources for implementation. Both methods are described below starting with the
rebate application approach.
Residentia! Rebate Programs
Residential rebate program eligibility typically covers single family homes up to a 4-plex. The rebate
programs are the largest component of the residential portfolio. This approach uses financial
incentives to encourage customers to adopt a qualifying energy efficiency measure. Customers must
complete installation and apply for a rebate, submitting proper proof of purchase, and/or other
documentation to the Company typically within 90 days from project completion. Customers can
submit this form in hard copy or on-line through www.avistautilities.com.
For multi-family residences (S-plex or larger), owners/developers may choose to treat the entire
complex with an efficiency improvement. ln these unique cases, the projects are treated as a
commercial project and are evaluated within the site-specific program or other commercial rebate
programs as applicable that have been previously described in this document.
Third-party implementers are also engaged to deliver programs to residential customers.
Refrigerator and freezer recycling and a regional manufacturer buy-down for small devices such as
compact fluorescent lamps and showerheads are currently available in the Company's service
territory and are described in further detail later in this document.
The residential program may also include coordination with regional efforts, such as those offered by
the Northwest Energy Efficiency Alliance (NEEA). Currently the active regional efforts include
ENERGY STAR homes, consumer electroniqs, ductless heat pumps, and standard improvements
for new heat pump water heating technologies. The Company may offer local rebates or additional
promotion in support of NEEA market transformation projects as reflected in the ENERGY STAR
Homes program that is also explained later in this document.
Customers can find rebate forms along with program information and guidelines under the under the
Energy Savings tab on avistautilities.com.
pe.86
IDAHO - DSM PROGRAMS STANDARD OPERATING PROCEDURES
Flnd Encrgy E ncilncy Rrbat .
Wh.t typ. o, rebrta3 .n you looiln! tor?
Sd.ctFrtfab bdowb vhxar!a.6L lr{.ranfl hcidvc"
ln lieu of a hard-copy form, an on-line rebate application is also available.
Example Online Rebate screen
ldaho R!3idrntial Rcbatcr
Ef,ergy is pail ol out mryda, llves+omeliing many ot us take ror gBded. Bul as lha dsmand to.
ener0yonlinues l0 indsasa. along wih our populaton and numbcrot@mmunily bustness6s. Arlsta
mnts lo ensure we'm meetngth. dlmandtor onoroy as eftdentt, and costetlodvety as Dossibte.
Adsta ofeE rebates to sn@urag6 oslomeas to imprw t ro Bnergy
efi ciencl orlheir homas.
ldrho Reb.t Ptognm Upd.tar
Lfiin -1ir: abourtthe 2014 rebats program.
Curenl Residential Rabrtai and lncandvas
pl!a* note TIB$ .Birtlr !9dy to o3ldot d oltomE h t rho wto ue Avlrb clcl,lc ar th€tqm's mdo hed&lo s@. Hm! tirt s{ Avl3tt mturd !E a $a m*! hatdio sE !Bqmtl, m( e6!&le b paricfatr. II8 home's billing iistory wilt be Bi€wed ed must demonstratra
lhat progBm minimum lmls olelrdtcit, were us6d during l,le prealos hoating ssason tn o.der to b€
eligible tor the rebates relalsd to loa hqt mBloo3, hJdltbo .tti utrdm, Ptease @ntad
Avista and asktorlhe,esadstal rebias depadnanito confim yourproJad3 atigibitit .
All imprryemenls must De contracbr installedto be elitibte lota rsbate.
A9plicalion toms along wit r suppoding doomenbton must b€ submited to luista lor relate
onsideElionwihin 90 d3ys 0ttis @mplated installalion-
Click on tie links belilto be takeo to fie r8bato page @ntainino prog.am etigibfity and guideilnes.
pe.87
IDAHO - DSM PROGRAMS STANDARD OPERATING PROCEDURES
Residential Programs Tracking and Reporting: Each residential program that is mentioned below
has its own tracking and reporting component. There is additional monitoring that is done
quarterly to review the volume of traditional and on-line rebates that are submitted. This
reporting mechanism is a result of the implementation of the on-line rebate portal that went
live in 2012. The on-line rebate capability attempts to streamline a variety of rebate
processing activities that include but are not limited to: reduce the amount of errors or
pending information from customers before rebate processing can begin, reduce potential
data entry errors, encourage customers to receive a bill credit vs. a check to reduce the
amount of accounts payable time and expense, not to mention providing a customer a
technology choice by submitting the rebate on-line.
The YTD 2014 Stats Report is a quarterly report that is an accumulation of the daily statistics
related to the rebates received. The Rebates team tracks daily the number of rebates
received, how many can be processed as is (without customer follow-up), how many will
receive a check, how many will receive a bill credit, how many came in as hard copy form
and how many came through the onJine rebate portal. This snapshot allows the team to
track the volume of rebates throughout a year and to track the effect the on-line rebate portal
has in relation to the traditional hard copy form submittal.
Example YTD 2014 Stafs Report
Process lmrovementActuals ql2(llrl
Mailed Apdication with Rebate by Check 58%
1161s6 Application with Rebate by Credit 4L%
yyES lpplication wilh Rebde by Check L%
Web Apdication with Rebate by Credil O$
Q2mX2 Q32O1'lqpI,,:2 CU2O13
100x
9096
8096
70x
609{
5096
4a%
3096
2A%
!o%
o%
rWcbApplication wfi
Rebatc by Credit
. WebApplicaton with
Rcbatc by Check
I Mailed Application with
RebaE by Crcdit
r M.ilcd Applkaton with
Rebatc by Chcck
"r*t,'*,*t,,**"
pc.88
IDAHO _ DSM PROGRAMS STANDARD OPERATING PROCEDURES
otal Rebates 2{}/1i2
1,fl42
1,595
L,ffit0
935
2013 2t)13(w/o E+} XYL4
868 4$4 473
765 qE 307
January
February
March
April
May
June
July
August
September
October
November
December
9(}3
915
952
89a
1,1@
1,6?5
1,O35
T'A
477
207
zil
239
207
330
357
454
327
6397tl',247 S,il14
342 616
20,6
263
239
207
329
357
43r
327
639 74,276 L396
The following is program information as it applies to the typical residential rebate application
process. Later in the document will be an explanation of the residential 3'd Party implemented
programs.
pc.89
IDAHO - DSM PROGRAMS STANDARD OPERATING PROCEDURES
Program Name: ENERGY STAR@ Homes
Program Design: Northwest Energy Efficiency Alliance (NEEA) administers a regional program for
the construction of ENERGY STAR certified homes. Avista supports this effort by providing a
rebate for homes that are constructed (or sited) in the Company's service territory and
successfully make it through the ENERGY STAR certification process. After the launch of
NEEA's regional effort, the manufactured homes industry established manufacturing
standards and a labeling program to obtain ENERGY STAR certified manufactured homes.
While the two approaches are unique, they both offer 15-25% savings versus the baseline
and offer comparable savings. The following measures are available for rebates with
associated savings per unit.
Program lmplementation: Available to residential electric customers (Schedule 1)with a certified
ENERGY STAR Home or ENERGY STAR/ECO Rated Manufactured Home that is all electric
or is Avista electric for lights and appliances and natural gas for space and water heating. A
certified ENERGY STAR Home provides energy savings beyond code requirements for
Iights, appliance, space and water heat. Space heating equipment can be either electric
forced air or electric heat pump. This rebate may not be combined with other Avista
individual measure rebate offers (e.9.: high efficiency water heaters). Rebate forms are
available in hard copy format or editable versions online.
Example of ENERGY SfAR Home rebate form
Stick built - Electric 4734 kwh $1,000
Manufactured w/ furnace 6847 kwh $800
Manufactured w/ heat pump 4390 kwh $800
ENERGY STAR/ECO-Rated Homes Rebate Form
Please fill out each section that applies. Be sure to attach the original ENERGY STAR/ECO.Rated Certification and
involces or leglble coples. Must include certificate and proof of heating system and hot water installation.
ENERGY STAR/EcoRated Home i
E'{ERGY
'TAi
MEAST'RE sfiE ro r or (ExnH(ATror{ I vEFrftEi DATE VERIFIEO
Pf,NTANY HEAI SOURCI ENANO MO'XL I DAIE CO'*rulI
r Electric Natural Gas I j:
WAIln HSATCN MODEL 'OATE COMPtEIE
pe.90
IDAHO - DSM PROGRAMS STANDARD OPERATING PROCEDURES
Program Tracking: The ENERGY STAR Homes program is captured in the Company's
CSSMorkplace under the Customer Program Container. The icon "Residential Energy Eff
Rebate Program WA/ID" tracks the ENERGY STAR rebates along with the other residential
prescriptive rebate programs in this category.
Example of CSS&I/orkplace Residential Energy Eff Rebate Program WA
Program Reporting: Monthly reports are pulled automatically using the Cognos reporting tool.
Cognos pulls current data from the Company's CSSMorkplace and emails an excel
spreadsheet to the DSM Analysts along with the Program Manager and Program
Coordinator who review the data for accuracy. These reports identify the number of rebates
that were processed during the previous month and the estimated kilowatt-hour or therms
savings achieved. Two separate reports are available and are explained below. The totals
from these reports are used to inform preliminary savings goals to internal and external
stakeholders including the monthly email table (YTD Energy Savings - Month Year).
RE Rcbatc Wndm: Produ<tion lfleb Flip Chatt
App Rcvd Datc liffi1{
-Invoice Oatc
Pryment Proccssrd Datc
c Chcck
; Hot Watcr Tank--
i(. Elcctric
] C Nrtural Gas
]
C CrcdittoAccount
; Primary Hcat Sourcc-1
lE ENERGY srAR HoME - sflcx BUI-T, rD :J
PG.91
IDAHO - DSM PROGRAMS STANDARD OPERATING PROCEDURES
Residential Rebate Program by State: is a summary report of the year to date totals of the number
of rebates processed, the type of rebate, amount of energy savings claimed, amount of
rebates paid and other related fields.
Example of Residential Rebate Program by State report
Residential Rebate Program by Customer: shows the Year to Date acquisition by individual
customer name and site address, along with square footage and year of the home,
application received date and application paid date along with many of the fields listed
above.
Example of Residential Rebate Program by Customer report
4,217
1,36
6,879
16,t2..
€,0€
3,m7
26,356
14,0{8
6,45
9,67
I
I
2I
4
I
11
4
32
2
3
I
4
2
5I
I
1t
4
32
2
3
ID RE3
RE8
REC
RE
RE
RE!,!
Rn1
RR2
RR3
Rn7
RRA
E ATnC I}ISLI.ATIOiI WTIH ETCIRIC }CAT
E R@R DSI.ATION WIIH AECIRIC TEAT
E WAI I}€IIA"TION WIIH BTCIRIC }CAT
E E.ECIRICTO MTLRAI. GAS WA'IER }EATEN,
E AECIRICTO |IA.IIN^L GAS RN'{ACE
E AtR SOI.RCE}EAT R'/P
E AECIRIC TO AIR Sq.RCE F€AT R,|f
E VARIAA-E SPED I{OTOR
E WITOOW REPTC FRcl,I DCI.BE P$€ W AEC
E wllool,r, RERC FRo.,I S!!gE P,ll€ w AEC F
1,222.9
2.4.5{)
1,395.5{'
Llm.m
3,IX).m
LOo.m
3,000.m
3,200.m
1,554.m
r,235.m
RE3 EEICruCWATT,TEAIB 1
RE8 EAMCIqI.AIUIMI}IBTCIRI(IfAT I
REE EAMCSETAIU{WIIHBECIRICItAT I
REE EAITICDE,IrIO'IWTHAECTRICEAT !
RE8 EATTICDANTTrcflIUIHATIRTEAT I
REC ERMDTCIAIU{WITXAECIf,trI€AT 1
REC ER(NINIAIOIWMIEEONICICAT 1
l)o.m 96 0521$ t659 0
2r5.m {l 0a5.o 1160 0x.$ 215 0
211(I) Lrr 0RE EW{tl!8.tArlCatt{IItEECntrEAT I 3U.m llr 0RE EWTIIINIIAIIO{WAEICIRtr}C^T ! TLM L$T O
RE EWAUlSlArIOtWITriBrCnrrf^T ! {21$ L5{ 0
OABE
OABE
DTTEC
rGlnE
D IIEE
IGIRD6
DAAE
D AIBE
83501tlrtrr
bur
t:autartru
barr
tsrrttr
I Flb 2J,z)t{ Urm$}$l F6A,z)ll Um.m
t Flb O,z)r tlmrmr!,| Fd O, Ill llmrmI Jil6,Ar4U0!m!r,l Ja9, Dl{12fl}m
I F$ 22, Lt{ lzmrmrfi Fd 2a 201112:0&m
I J&8,!t{tz(I):mrr,l lr9, Aremrm
I Flb 22, Dl. lzm:$ril F6 22, Atl Um:m
I Frb2J, Dt{ l2jm:mfl FtbA,Ir l:l00:m
I bI,Dl{Ufi:Orr,l lnI, a)t1 l:trm:mt ]il8,D$tlmfi ,0.1 ril9,z)t{
PG,92
IDAHO - DSM PROGRAMS STANDARD OPERATING PROCEDURES
Example of WD Energy Savings
Enagy raviags rrc YID grosr, uncna&retcd sevings.
wAro Eh(ilk GrYh)
Reg
u
i,lonrug
WAlDGarfln rtnl
R.t
U
Noffes
Totd
2,88,418 3,682,055
/tl,'151 309,98I)
93.111 163.333
ur,1r6 294,34t
66tr z2,tt2,?B
1394 r,8tt9,933
fl% !n0.000
41 1,765,000
f amta'gct
adricved
1r%
2%
21'A
16r
f ann ta,got
Achievcd
5%
ota
r!,l
t*
y{d
target
am
ytd acl ytd t rgd adfwed tzg6t
6.156-680 1.782.799 12ftl[ 28.6!16-73'l
8,636,559 8,24,833 98* 52,48,000
tytdr.t$t
ann
ytd acl ytd tz$t edicvrd tagit
fiJn Q1,173 3016 724,U0
91 9.527 1%
',.160
Overall Program Management: Program Manager/Manager
Program Delivery: Program Coordinator and Program Manager (Avista)
Program Tracking: Program Coordinator and Program Manager (Avista)
Technical suppor[ DSM Engineers (Avista)
Outreach support: External Com m unications (Avista)
Analytical support: DSM Analysts (Avista)
IDAHO _ DSM PROGRAMS STANDARD OPERATING PROCEDURES
Program Name: Fuel Efficiency
Program Design: To encourage the use of natural gas as the home's primary fuel; the Company's
fuel efficiency program offers a rebate for the conversion of electric straight resistance heat
to natural gas as well as the conversion of electric hot water heaters to natural gas models.
Avista has offered a fuel conversion program since the 1990s. While the majority of the
service territory may have benefitted from this type of program and variations of it in recent
years, there may be customers who have just received natural gas to their neighborhood or
who may be a new resident in a home that was never converted to gas. The direct use of
natural gas continues to be the most efficient fuel choice when available, and over time
offers the most economic value in the operating costs of the equipment. While natural gas
prices may have fallen, the cost of infrastructure continues to rise, both for the utility as well
as for the customer's installation cost. The following measures are available for rebates with
associated savings per unit.
Program lmplementation: Available to Avista residential electric (Schedule 1) customers to convert
their existing straight resistance electric space heat to a natural gas furnace; and/or their
existing electric water heater to a natural gas water heater. The home must have utilized
4,000 or more kilowatt hours of electric space heat during the previous winter season to be
eligible. Customers with existing natural gas service may be eligible for the space heat
conversion if billing records indicate that they did not have natural gas heat serving the
majority of the residence prior to the date of installation. High-efficiency natural gas
equipment is not required for installation. Customers may convert to any utility that provides
naturalgas service.
Rebate forms are available in hard copy format or editable versions online.
Electric to natural gas conversion - space heat
- waier heat
12,012
4,031
$eoo
moElectric to natural gas conversion
pe.94
IDAHO - DSM PROGRAMS STANDARD OPERATING PROCEDURES
Example of Fuel Efficiency rebate form (Home lmprovement)
onversions From Electric
Replacenrent of Electric 5traight
Resistance as Prinrary Heat
Electric to Natural Gas Fumace - S900
ct Electri(baJeboard tr Forcedairfumare
PREVIOUS HEAT SOURCE BRAND
E Electric to Air Source Heat Pump - 5900
o Ele(tric ba*board El Forced air fumace
Pf,EVIOU5 HEATSOURCE BRANO
E Electric to Natural GasWater Heater - $300
Program Tracking: The Fuel Efficiency program participants are captured in the Company's
CSSMorkplace under the Customer Program Container. The icon "Residential Energy Eff
Rebate Program WA.ID" tracks the fuel conversion rebates along with the other residential
prescriptive programs in this category.
Example of CSS/Vlorkplace Residential Energy Eff Rebate Program WA
Tmpld6 Windffi PDduction vie wlb flip €h.n
R6id6ti.l Ens$/ Efi Rrbfr Pognm WA/ID
lUitiddl
RtRrb.t Uindff P.od*rir Wtb FfiPChxt
App Rcvd D.t. lol-o:El-
Irui(.D.t. Rlb't'opliom
-FomR<rivsd--- 'l - AcGouRTyPc
i ag6hnk.[y(W.b) aE.t&h.dRci.lftG :
, Il:*1 _____--.,' t.dcoffi<tih_ __r
H@.sqttg [6- v-rauift R.b.t.std!t f---
P+,mGnt Pd6rd Dt
a Ch<k a CdittoA(cout
p PrimryllatSoorc I.ltdw.t6T.nl i i cEtc(tk Ir^ Etr<tk i i . N.rrat GE iaN.tunlc& i i aoths I
PG.95
IDAHO _ DSM PROGRAMS STANDARD OPERATING PROCEDURES
Program Reporting: Monthly reports are pulled automatically using the Cognos reporting tool.
Cognos pulls current data from the Company's CSSMorkplace and emails an excel
spreadsheet to the DSM Analysts along with the Program Manager and Program
Coordinator who review the data for accuracy. These reports identify the number of rebates
that were processed during the previous month and the estimated kilowatt-hour or therms
savings achieved. Two separate reports are available and are explained below. The totals
from these reports are used to inform preliminary savings goals to internal and external
stakeholders including the monthly email table (YTD Energy Savings - Month Year).
Residential Rebate Program by State: is a summary report of the year to date totals of the number
of rebates processed, the type of rebate, amount of energy savings claimed, amount of
rebates paid and other related fields.
Example of Residential Rebate Program by State report
Residential Rebate Program by Customer: shows the Year to Date acquisition by individual
customer name and site address, along with square footage and year of the home,
application received date and application paid date along with many of the fields listed
above.
Example of Residential Rebate Program by Customer report
€&r
-1,5fr
0
0
0
0
0
110
1,217
1,386
5,879
t6,12+
€,0€
3,m7
x,3%
1{,Ot8
6,46
9,M7
II
2
I
I
4
11
I
32
2
II
2
5I
4
11
4
32
2
3
RE8
REC
RE
RE.
RE},I
RRl
RR,2
RR3
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E ATIIC I}EIATICI{ T{TIH E.ECIRIC TCAT
E ROOR II{S.IAIC[{ WIIH EECIRIC FCAT
E WAI DiSIANOil WITH EIECIRIC TCAT
E EECIRIC TO NATtruL GAS WATER ICATB
E E.ECIRICTO MTINA. GAS FINNACE
E AIR SOTNCE TCAT PTNP
E BECIRIC IO AIR SOTNCE |CAT PI.if
E vALlAAf SPEED tt4olm
E WII,DOVII REPIC FRcll,T DCT.EE PAI€ W EIfC
E wtl,ooll, REPLC FRCl,l SII,EE PAIG W BEC I
30.m
r,222,9
2€.50
1,395.50
1,100.m
3,m.00
1,lm.m
3,000.m
3,200.m
1,564.m
1,235.m
I l0.m l$ 0t ttr.m 9,s 0I 52!.$ 169 0
1 2$.m 411 0l ar.m LB 0I 36.$ 215 0
r 2lzm tro 01 3r5.m l"3r 0r 36t.o 1,511 0| 47Zn L516 0
RE8 E ATIIC I}8.I.A'IIO{I{IfiAEORIC ICAT
REE EATIICD€IAIIO{fiIHAECIRICIEII
REt EAmCI[gr IOifiIHArCmCr€AT
REE EAmcltdrtnc.tffnalonlcl€^T
REC ER0fi.I}qIAIO{WIIHAECIRICiCAT
REC ERoe'SGUrnOlmTHafmUClfAT
RE EIYTUESI.AIIOIMIHAEORICICAT
RE E "fAI E8.I.A'IO{ MTX EECIRICITAT
RE Ei,IAIIISIAIOIWTHAfCIRICTEAT
8150r
tlrctrr
fuar.t
trrs
fuar
fusrf,rr
lrer
tsg
t Ja 6, I)t4 IZ(I):(D rr, lil 6, At{
I Flb 25, z)t{ IZm:00 {4 Fd A, Al4
I ru O, U4 ljlm:fi rr4 Fd O, Dl4l2:O:O
I Jrl6, z)l{ 12fl,:ml,4 ld9, z)1{ l2:(x)rql
r F.b 22, Dl4 em:m !l,l Fd Z, D14 lzmf,)! JaS,Dt4Llol[ar,l h9,Dl{lzmrm
I Flb 22, z)t{ IZm:m rfi F6 22, Ar4 l1ft00
I Frb 25, l)l4 l}mfi rt,] Fd 8, l)K rzm:m
I .h $, z)H l.lm:m r0{ ,, I, 2014 l2:Ofl
I 1il8, l)l4 lZO:mrr4 ril9, Dl{12{D:fl)
PG.96
IDAHO - DSM PROGRAMS STANDARD OPERATING PROCEDURES
Encrgy savings are YfD gross, unernluated savings.
IRP ood (reoi
ttAlD Electlc (klltt|
Res
U
Nonrcs
WAIOGas(fiomt,
Res
U
Nonres
Totd
targot
achieved
6696
13'6
129%
98ra
95 ytd targsl
acfileved
30ta
1%
5t%
u%
ann
tar$t
2.,092,333
1,859,933
28.696-ru
52,61t,000
ann
targst
na.w
57,160
980_000
1,766.000
% ann target
adrieved
1196
2%
21*
1699
% am targel
Achieved
5r
09.
't0%
7*
ytd act ytd tar$t
2,/88,418 3,682,055
11.161 309,989
6.155.680 1.782.789
8,636,559 I,24,8:'3
ytd acr ytd tar$r
36,17i' 121,173
9't 9.521
93.132 163.333
129,396 294,333
Example of YTD Energy Savings
Overall Program Management: Program Manager/Manager
Program Delivery: Program Coordinator and Program Manager (Avista)
Program Tracking: Program Coordinator and Program Manager (Avista)
Technical support: DSM Engineers (Avista)
Outreach support External Comm u n ications (Avista )
Analytical support: DSM Analysts (Avista)
PG.97
IDAHO - DSM PROGRAMS STANDARD OPERATING PROCEDURES
Program Name: HVAC
Program Design: The HVAC program encourages residential customers to select a high efficiency
solution when making energy upgrades to their home. This prescriptive rebate approach
issues payment to the customer after measure has been installed. Eligibility guidelines for
participation include but may not be limited to: confirmation of electric or natural gas space
heating usage, copies of project invoices and AHRI documentation (Air Conditioning, Heating
and Refrigeration lnstitute). The following measures are available for rebates with associated
savings per unit.
Variable speed motor 439 kilowatt hours
4925 k'ilowatt hourls
$100
$900-Electric to air source heat pump
Program lmplementation: Available to residential electric (Schedule 1) who heat their homes with
Avista electric are eligible to apply. Customers may be eligible for a rebate for the installation
of a variable speed motor on forced air heating equipment or converting electric straight
resistance space heat to an air source heat pump. The home must have utilized 4,000 or
more kilowatt hours of electric space heat during the previous winter season to be eligible for
the air source heat pump conversion. The variable speed motor may be installed in existing
or new construction homes; electric straight resistance to air source heat pump conversion is
for existing homes only. Rebate forms are available in hard copy format or in editable
versions.
pe.98
IDAHO _ DSM PROGMMS STANDARD OPERATING PROCEDURES
Example of High Efficiency Equipment rebate form (Home lmprovement and New
Construction)
frvtsrt
ldaho Residential Rebates
Energy Efficiency Rebates for Existing and New Construction Residential Homes in ldaho
High Efficiency Equipment
Vari"rble 5;>eeci Motor
Available for new construction and
existing homes. A $100 rebate is
available to Avista electric customers
for installation of a primary heating
forced air system that incorporates a
variable speed motor. This rebate may be
combined with a high efficiency rebate.
Program Tracking: The Fuel Efficiency program participants are captured in the Company's
CSSMorkplace under the Customer Program Container. The icon "Residential Energy Eff
Rebate Program WA.ID" tracks the HVAC rebates along with the other residential
prescriptive programs in this category
pe.99
IDAHO _ DSM PROGRAMS STANDARD OPEMTING PROCEDURES
Example of CSS/Workplace Residential Energy Eff Rebate Program WNID
RERGblt Wirdnr Prcducfis Wlb Flipchrt
appRcvdD.tr lEffiii- PrymatPucrcdDatc
R.bltcoptioE CChxk acrcdittoA(GountInvoicc Dltc I
r Fm Recivcd ------- -rrtI c Ekoniolt(wlb)
|I r rapo lMril) irl
Homcsqttg l0 YB.Euih lo RtbltlslrE l...............................................-
Cmm6ts
I Prim.y Het Sowcc IAccount Type
---
- Hot Wds Trnk , i a BGct ic
ICEstrblich.dREi.racc i; aEkbic f ; Cll*untGc i
Sin
c6t tffi-Fm--
Eff Raiing
Rlbrt Ant
Program Reporting: Monthly reports are pulled automatically using the Cognos reporting tool.
Cognos pulls current data from the Company's CSSMorkplace and emails an excel
spreadsheet to the DSM Analysts along with the Program Manager and Program
Coordinator who review the data for accuracy. These reports identify the number of rebates
that were processed during the previous month and the estimated kilowatt-hour or therms
savings achieved. Two separate reports are available and are explained below. The totals
from these reports are used to inform preliminary savings goals to internal and external
stakeholders including the monthly email table (YTD Energy Savings - Month Year).
Residential Rebate Program by State: is a summary report of the year to date totals of the number
of rebates processed, the type of rebate, amount of energy savings claimed, amount of
rebates paid and other related fields.
PG.100
IDAHO - DSM PROGRAMS STANDARD OPERATING PROCEDURES
RE8
REC
RE
RE.
RE!,I
RRI
RR2
RR3
RR7
RRA
E ATNC NSIIANON WIIH BECIRIC ICAT
E H.@R U\EItrATION WIIH EIECIRIC rtAT
E WAI INST.AIIOT.I WIIH AICIRIC FCAT
E E.ECTRICTO NAIINAI GAS WAIER ICA'IER
E ETECIRIC TO NATIXA GAS RN,{ACE
E AN SOLRCE IEATPITf
E EIECIRICTO AIR SclN,CE TCAT PtTf
E VARIAA.E SPEED I,IOIOR
E WITOOW Rt[C FRO|{ 00tEE PAr€ W EIfC
E WII\DOtrrREPtC FRO,I SIIGE PATGwBTC t
1
4
2
5
4
4
11
4
32
2
3
4
4
t1
4
32
2
3
$.00
r,2u.9
2,S.50
1,395.50
1,lm.00
3,rn.m
1,lm.00
3,000.@
3,200.00
t,564.m
L236,00
110
4t2L7
1,386
6,8n
L6,124
ia,oua
3,m7
26,355
14,0€
6,436
9,067
Example of Residential Rebate Program by State report
Residential Rebate Program by Customer: shows the Year to Date acquisition by individual
customer name and site address, along with square footage and year of the home,
application received date and application paid date along with many of the fields listed
above.
Example of Residential Rehate Program by Customer report
RE3 EA.EORICT{AIBifAIB r X}.m tlo 0
1E8 EAIIIC0{CIATO|MTBBECTRICTIAT t I[.O 918 0RA EAmCtAr,qrOlWmAlCIlICtCAT l 52t$ 1659 0
REE EAmCINETffOImnAECmCiEAT t 26.m t1t 0
REl EAmCIIeIIIIC{m1HAECIuC}CAT t As.m Lt6, 0
nEc ER@RDErfiIO{WIIHBECIRT}EA1 t X,$ 215 0
REC ERMIIATAIIOTWIIHEECIRrcItAI I 2'ZM Ll'O O
RE EWATIT9IAIIOT{ffiftATCIRrc|€A1 I 3E.M L3} l)RE EWruDAnAIIoail{IHATCruCEA? l SLm L$l 0
RE EWATTA.LAIIoilfiIHETCmCICAT I {2150 t,t15 0
I b 15, I) lzqlm,r4 b 15, Dt{trarr t ftb2i,rt{tzmmr{ ftba,rr{fuatr I F.b o. l)1,1l2:m:ma{ F.b lo. Dfltatr t Ja8,art2m:(Drr{ ro9,Dtttz(tr:fl)tlu r F.b2zaHtzm:mra F.bzLfrtqtzmlfrccnolae trr t J&8,ar4tzmimrrl brg,E(u:mrm
otrTo.t c,anDa6 bs$ r rlb 22. Dr ftmfl rr,t Flb 22, 20ta tlmm
mr o lgt fuatr t Ftb 25, ,r{ tzm:oo rri F.b a, rr{ Dmrmnov bsrt I t&r,Dl4om:mili J&r.t0t4&mrfl)
tttr t rn8,2ol4tlm:mrfi Erg,Dtau$:0
PG.101
IDAHO - DSM PROGRAMS STANDARD OPERATING PROCEDURES
Example of WD Savrngs Report
Enagy savings rrc YII) gross, urcxr.luated savings.
RP ooal (rcoi
ttAD ElecElc (htYhl
Res
U
Nonres
WAIOG.!(thetm,
Res
U
Nonras
Totd
ytd ac{ fld target
2,,lil8,,t18 3,582,055
11,151 309,989
6-156.680 1"782.789
8,635,559 I,24,833
ytd act ytd target
36,173 121,1T3
9'f 9,527
93.132 163.333
12S,396 294,333
% ofytd
target
adrieved
66%
13%
1n9r
9896
% ytd target
adrieved
30i6
1%
5't*
4%
ann
targot
22,092,333
1,859,933
28.696.73't
52,649,000
ann
targ€t
728,U0
57,160
980.000
't,766,000
% ann target
adrieved
t1%
2%
21%
16%
% ann target
Achieved
59.
0%
10%
7%
Overall Program Management: Program Manager/Manager
Program Delivery: Program Coordinator and Program Manager (Avista)
Program Tracking: Program Coordinator and Program Manager (Avista)
Technical support: DSM Engineers (Avista)
Outreach support: External Communications (Avista)
Analytical support: DSM Analysts (Avista)
Pc.102
IDAHO _ DSM PROGRAMS STANDARD OPERATING PROCEDURES
Program Name: Shell/Windows
Program Design: The shell rebate encourages residential customers to improve their home's
envelope with upgrades to insulation and windows. This prescriptive rebate approach issues
payment to the customer after the measure has been installed. The following measures are
available for rebates with associated savings per unit.
Program lmplementation: Available to residential (Schedule 1) customers who heattheir homes
with Avista electricity are eligible to apply. Eligibility guidelines for participation include but
may not be limited to: confirmation of electric heating usage, itemized invoices including
insulation levels or window values and square footage. Pre and/or post-inspection of
insulation and windows may occur as necessary throughout the year. Customer must
demonstrate a winter heating season electricity usage of 4,000 kilowatt hours to be eligible
for insulation and window program participation. Addition of insulation that increases the R-
value by R-10 or greater for both fitted/batt type and blow-in products are eligible. Windows
with a U-factor of 0.30 or less that replace single or double pane winds are eligible. Rebate
forms are available in hard copy format or in editable versions.
Attic insulation R-19 or less 0.79 $0.1S/square foot
Wall insulation R-5 or less 2.12 $0.25isquare foot
Floor insulation R-5 or less 1.38 $0.2Qlsquare foot
Window 0.30 u-factor or lower 212 $4.OO/square foot
pe. 103
IDAHO - DSM PROGRAMS STANDARD OPERATING PROCEDURES
Example of Shell and Windows rebate form
h
ldaho Residential Rebates
Energy Efficiency Rebates for Existing and New Construction Residential Homes in ldaho
Attach leglble coples of orlglnal itemlzed lnvolces (blds will not be accepted) along wlth other supporting documents as
required and mall to: Avista - MSC-15 Resldentlal Rebates. P.O. Box 3727, Spokane, WA99220-3727. For more lnformatlon
please call 8@-227 -9187 or emal I rebatesoavlttautlllties.com.
Rebates will be automatl(ally be sent as a che<k to your malllng address. lf you would p.efer a credit to your Avlsta
account, please mark thls box: ..
Weatherization - E standard
E Attac Insulation - $0.15 per sq ft.
SQUARE FOOTAGE OLD R-VALUE
trl Wall lnsulation - $0.25 per sq ft.
tl
SQUARE FOOTAGE OLD R-VALUE
E Floor lnsulation - S0.20 per sq ft.
SQUARE F'OOTAGE OI.D R.VALUE
EI Windows - S4.00 per sg ft.
Itr Single pane tr Double
SQUARE FOOTAGE oLD CTASS
PG.104
IDAHO _ DSM PROGRAMS STANDARD OPERATING PROCEDURES
Program Tracking: For the insulation and window program participants - monthly reports are
captured in the Company's CSSMorkplace under the Customer Program Container. The
icon "Residential Energy Eff Rebate Program WA.lD" tracks the insulation and window
rebates along with the other residential prescriptive programs in this category
Example of CSSAAlorkplace Residential Energy Eff Rebate Program WA/ID
I yKUUMM PAKI&PN L6m( rEgaam Lomms
i{l,tomcrPqm Temphtg windowt Production Vis W.b FlipCh6d
rir Rgidrdial En.rgy Eff R€batc Pognm WA/ID
lE Rcbatr Wndru Prcduction Wcb Flip Ch.tt
App Rryd D.t. I 0141.r0-i1 Palmot Prc<cscd Dat
InvoicrDrt! Rcb.tcoptioG a Ch6k f CrcdittoAc(ount
; Primrry Het Sourcc :
- FomR(.ivcd - - A<countTyp. -Hotw.tsT.nk - -, r. Elacki(
C Elccmnicrlly (Wti) r ' .. Establish.d Reidocc i (- Bdtic (. l,latural Gu
CPapa(Mail) (-NdCorutructio" I l^N.tunlGE , Cg1to
----
I l-'---,--- ) I "_.__ I
ltomc sq ftg lT- vor guilt Rcb.t st tu5 l----------l
Commcnti
M6uE si. [-- rrn*ing
Instlrr D.rr co5t I to'oo- R.batlarnt lElo
Est t(t/H saingr 16- Est Thm swingt
add I .*nn. I ,o*. I ,n-ro*. I .,-, I
Program Reporting: Monthly repofis are pulled automatically using the Cognos reporting tool.
Cognos pulls current data from the Company's CSSMorkplace and emails an excel
spreadsheet to the DSM Analysts along with the Program Manager and Program
Coordinator who review the data for accuracy. These reports identify the number of rebates
that were processed during the previous month and the estimated kilowatt-hour or therms
savings achieved. Two separate reports are available and are explained below. The totals
from these reports are used to inform preliminary savings goals to internal and external
stakeholders including the monthly email table (YTD Energy Savings - Month Year).
Residential Rebate Program by State: is a summary repoft of the year to date totals of the number
of rebates processed, the type of rebate, amount of energy savings claimed, amount of
rebates paid and other related fields.
PG.105
IDAHO - DSM PROGRAMS STANDARD OPERATING PROCEDURES
RE8
REC
REE
REL
RE!,|
RRI
RR2
RR3
RR7
RNA
E ATTIC D6[tAno.I WIIH E1ECIRICTCAT
E n-@RITS'.ATIC{ WTIH AECIRICTCAT
E WAI I,{STI.ATION WIIH EECIRIC }CAT
E AECIRIC TO I{AIINA GAS WA]R }CA'IER
E EECIRICTO NATINA GAS RNNACE
E AIR SCI,RCE }CAT PLlrP
E AECIRICTOAlR Sq.RCE IEATnlD
E VAR.IASI.ESPEDMOT*'
E WIIOOTTJ REPLC FRO,I DC.AE PATG W EEC
E W}OOW REPLC FRO',I $ltclE PAIIC W EIEC }
I
4
2
5
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4
lt
4
32
2
3
I{
2
4
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3
r,m
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2€.50
1,395.50
1,rm.m
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3,200,00
1,564.00
1,236.00
11()
1,2t7
1,386
5,879
16,t21
€,0€
3,m7
6,356
14.0.S
6,14
9,067
Example of Residential Rebate Program by State report
Residential Rebate Program by Customer: shows the Year to Date acquisition by individual
customer name and site address, along with square footage and year of the home,
application received date and application paid date along with many of the fields listed
above.
Example of Residential Rebate Program by Customer report
RE EATIEI}€I.AIIOILIIIHAECNICIf,AT 1 Xx),M 948 ()
RE EAINCDqIfiTflMTHBfCIRICIfAT 1 521$ T6S ()
|8! E AITIC rO[AlU{ WIIH afCIRr |EAT 1 2r6.m 4{t 0
RE EATMDATAMtfifiAICntrtf T I $5.m \1fi 0
nEc Ea.mRDqrmo{mrHBrcrrucEAr I I.$ 216 0
nEc EnmRranfircflwllHafoilcl€AT I 2rzm ,"D0 0
f,E En&.DAn rO{MlHArCnr}Ar I 3r5m $r 0RE EIYAIDATAIOIMilAEORI TC^T 1 TLM L5]1 ()
E EWAIDAI.AIOIIIWHAECIRIC}CAI L 1ZLyJ T5T O
t Ja t6, Il{UOrmrfi Jrl 16,Dl4
bgt+ t tlb 25, a!1 u:m:m ll.t Fd E, 20rlbgtr I Flb o, r11t2:o:m rfi F$ o, totl&etr t Jil8,at{Dm:m& J49,DHtsu r F.b 22, rl1 u:m:o $r Flb 22, Dt+trg I bE,Dratzororr{ b9,rr
tar t ftb a rt1 l20m rr{ Flb 22, rr{trr+ t F625, rrramrorrl FdB, rt{trl t JriI,l)t{tl(I}r(I)r!,r JoI),DI{fuet+ I laS,atll}mmar .h9,u{
PG.106
IDAHO _ DSM PROGRAMS STANDARD OPERATING PROCEDURES
Encrgy savings rrc YfD gross. unerraluated savings-
RP
WAID Electlc ($Ultl
Res
U
Nonres
lYAlDGr!($etml
Res
U
Nonrss
Totd
ytd act ytd ta€ot
2,438,418 3,682,055
l'.t,61 309,989
6.156.680 4.782.789
8,636,559 I,24,833
ytd act yid target
36,1R 121,473
9't 9,527
93.132 153.333
129,3!'6 294,33
% of ytd
target
adrieved
66t5
13%
129%
98%
* ytd target
ad{eved
30%
1t6
57*
4%
ann
target
2..092.333
1,859,933
28.696.734
52,649,000
ann
targot
tn,u0
57,160
980.000
1,766,000
% ann target
achieved
11%
2%
21%
16%
96 ann targot
Adrieved
5%
0%
1096
7*
Example of WD Savrngs Report
Overall Program Management: Program Manager (Avista)
Program Delivery: Program Coordinator, Program Manager (Avista)
Program Tracking: Program Coordinator, Program Manager (Avista)
Technical support: DSM Engineers (Avista)
Outreach support: External Communications (Avista)
Analytical support: DSM Analysts (Avista)
Pc.107
IDAHO _ DSM PROGRAMS STANDARD OPERATING PROCEDURES
Program Name: Water heat
Program Design: The water heat program encourages residential customers to
efficiency solution when replacing an electric water heater. The following
available for rebates with associated savings per unit.
select a high
measures are
Under the water heat category, the Company also participates in a regional program called Simple
Steps, Smart Savings that provides an opportunity for the residential customer to purchase low-flow
showerheads, at a lower cost.
Program lmplementation: The water heater rebates are available to residential electric (Schedule 1)
customers who heat their hot water with Avista electric. This prescriptive rebate is issued to
the customer after the measure has been installed. Eligibility guidelines for participation
include but may not be limited to: confirmation of electric use, invoice documentation and an
Air Conditioning, Heating and Refrigeration lnstitute (AHRI) certification. Rebate forms are
available in hard copy format or editable versions online.
Example of Water Heat rebate form (Home lmprovement and New Construction)
frvtsta
ldaho Residential Rebates
Energy Ef{iciency Rebates for Existing and New Construction Residenti.rl Horrres in ld.:ho
Anach legible (opies of orlginal itemized lnvolces (blds will not be ac(epted) along with other supportlng do(uments as
required and mailto: Avista - MSC-I5 R$ldentlal Rebates, P.O. Box!727,spokane, WA 9922G3727. for more lnformatlon
please (all 80G227-9187 o, emall rebates@avlrtautllitl6.(om.
Rebates will be automati(ally be sent as a check to your malling address. lf you would preter a (redit to you. Avista
a((ount, please mark this box:
I"y',:t.-: r- He,,rte ; (T.;rrk Ty'p,:)
Available for new construction
end existing homes. A $20 rebate is
available for installation of an electric, tank
type water heater between 35-55 gallons
with an EF (efficiency) rating of 0.94
or higher. EF verification requires an
AHRI certificate.*i Heat pump water
heaters do not qualify for this rebate.
pc.108
IDAHO _ DSM PROGRAMS STANDARD OPERATING PROCEDURES
The "Simple Steps, Smart Savings" program is implemented through a third-party vendor (Clear
Result). Eligible products are highlighted with a sticker at the point of purchase. The program
indirectly supports the infrastructure and inventory to ensure the availability of a varie$ of low-flow
showerheads. The Company's funding assists with the buy-down of the product. Eligible products
include either a 2.0, 1.60 or 1.5 gallon per minute showerhead on the shelves of selected retail
locations.
Energy-saving Showerhead Options
Switch to a showerhead that uses two gallons of water per minute or less. You'll enjoy a great
shower while you use less hot water - saving on energy and water.
F ll Body BdntCltkNlrun Brodspray$tlbridqul ffifldmrnoo}t'ry. ml(ito.
'@NtkW f K
Gortinaton
th[rnnEdtd
]fnGheldfisElrrit
tbbUe$ray ilcaghg Han&hddlltrdBp, PuhaIm EneoysaYinoorrc€nfracd, acfrcuk capoDilfryhacuffi-saulnoL n6ilc0mrB. lurGlrddst$e.
Program Tracking: For the water heater program monthly reports are captured in the Company's
CSSMorkplace under the Customer Program Container. The icon "Residential Energy Eff
Rebate Program WA.ID" tracks the water heater replacements along with the other
residential prescriptive programs in this category.
pe.109
IDAHO _ DSM PROGRAMS STANDARD OPERATING PROCEDURES
Example of CSSA[/orkplace Residential Energy Eff Rebate Program WA/ID
For Simple Steps, Smart Savings program a monthly log is provided by Clear Result that includes all
sales data including the number of units sold, type of unit and kilowatt hour savings.
Simple Sfeps - Monthly log sales data
RE n b.te Windorvs Prcduction Wcb Flip Chail
App R<vd D.tc [E{sfll
lnvoicc Datc
r Fom Rcccivtd
-
I
I C etearonical!(wcb)
I r Paper (Mail)
Paymant Processcd Datc I
f Chcck C CrcdittoAccount
rHotWatcrTrnk-| .u*.
I
I c Naturalcas
I
lo YcarBuilt io Rcbatrstatus
-
C EstablishcdRcsidcncc
C Ntw Con*uction
Mcasurc @ sizc EffRating
S@E Srlpr. Smn S."6F'srE o.r. - A!!r. utME
,-.-__-...._._,ilmx' ffiem ffiF- Td Mnvt.gtr-.!.&r on& 2.920.50 r r_so 25 3..340.79 7?9.297
4 #2 00 3Aa 50 5 050 50 31 040
2 022 00 l6a 50 2 ls 50 i4 isa
..- . 29rracqm
RLLFl I$E
RLIFlls6
110
IDAHO _ DSM PROGRAMS STANDARD OPERATING PROCEDURES
The spreadsheet also provides information on the sales data per retail location.
Simple Steps - Sales data by Retail location
Program Reporting: Monthly reports are pulled automatically using the Cognos reporting tool.
Cognos pulls current data from the Company's CSSMorkplace and emails an excel
spreadsheet to the DSM Analysts along with the Program Manager and Program
Coordinator who review the data for accuracy. These reports identify the number of rebates
that were processed during the previous month and the estimated kilowatt-hour or therms
savings achieved. Two separate reports are available and are explained below. The totals
from these reports are used to inform preliminary savings goals to internal and external
stakeholders including the monthly email table (YTD Energy Savings - Month Yea|.
Residential Rebate Program by State: is a summary report of the year to date totals of the number
of rebates processed, the type of rebate, amount of energy savings claimed, amount of
rebates paid and other related fields.
Example of Residential Rebate Program by State report
Residential Rebate Program by Customer: shows the Year to Date acquisition by individual
customer name and site address, along with square footage and year of the home,
application received date and application paid date along with many of the fields listed
above.
CBls 103
Corl$ {03
Costs ,03
Corts n3
Coila n3
301 sli St Cbrt3hn. lVA. 99.03
301 3h Sl CbrElon, wA. 99103
301 S$ 5t Chtulon, wA. 99403
355 EBt [lirfi avr., Ccur dAbf,r. 0. E3El5
:55 Ertl tLiier Av!.. Csr dAlnr. 0. 8381 5
f.t
Frt
rd
trt
F!a
615592
800150
799262
6868!0
68533r
l.!0 Bo]
L"ED 8uD
u0 8u!
U0 8u!
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Rufl 1!66
ntur1965
RLur 1966
82 23082 6263 r526372
81
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117
0
o
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0
0
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0
0-rr5!
II
I
I
3
2
I
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I
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a
f,E8
RE9
REC
REE
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REq
Rnl
RR2
RR3
RRl
RRB
E ATfIC tNg,IATIOfi WInI EECTRIC }CAT
G AITIC DEI.A'No.{ WIIH I{AllNA. GAS ICAT
E ROq' EET.ANON WIIH EECIRIC }CAI
E WAl T'{SI.ATION WII}I AEclRrc EAT
E EECNrc TO tlu1lNA, GAS WAIER, }€A1B
E EECnrc rO MIrnA GAS Rn,uCE
E AR SqNCE }CAT R.rD
E aECmC'tO AtrR Sd.RCE }CAT Rl?
E YIRI^AE S'@ TOTOR
E WDOOW RELC RO4 SIIG,E PA'C W AEC iCAT
E 6TAR T€if . }UN.F, F,NNACE
r 26.m {1I 52L$ 01 36.50 2r52 611.(x) 3,2582 6m.lx) E (b:.t 3,tx,.(x) €,oGI m.m 2,6S3 2.250.(x) 8,76'2{ 2,:0.O l0,Sr2 tt58.(I, 8,55E1 Ur.O 5,817sa u.f,,lr rqisa
tE5'{
$2
t@r,n
2.3*2
L!)3.'14
15,979
5,05L32
rL26+a
37,35&19
9,S.29
3,U,
,srp2r3
pc. 11'l
IDAHO _ DSM PROGRAMS STANDARD OPERATING PROCEDURES
Example of Residential Rebate Program by Customer report
For Simple Steps, Smart Savings the monthly reports mentioned in the Tracking category are
reviewed and submitted to the DSM Analysts for year to date tracking of energy savings achieved.
Example of YTD Savrngs Report
Encrgy savings are YTD gross, uuaraluated savings.
I{AID Etectrlc (kWh)
Ras
U
Nonres
WAID Gr! l0tem)
Res
u
Nonres
Total
yrd ad ytdtarget
2,438,4t8 3,682,055
tll.461 309.989
6. t56.580 1.782.799
8,636,559 8,24,833
yld act yld targel
36,113 121,473
91 9,521
93.132 163.333
129,396 294,333
% of ytd
target
annachieved tiirgot
66% 22.092.333
13% 1,859,933
129% 28.696.73't
98% 52,649,000
% ytd target
annachieved targol
30% 728,840
t% 57,160
57% 980.000
1/-0rc 1.766.000
% ann target
achi6v6d
11%
2%
21%
16%
% ann targot
Achieved
5%
0%
10%
7%
Overall Program Management: Program Manager/Manager
Program Delivery: Program Coordinator and Program Manager (Avista)
Program Tracking: Program Coordinator, Program Manager (Avista)
Technical support: DSM Engineers (Avista)
Outreach support: External Communications (Avista)
Analytical support: DSM Analysts (Avista)
PG.112
ffisil
H
W
IDAHO _ DSM PROGRAMS STANDARD OPERATING PROCEDURES
Residentia! 3'd Party lmplementer Programs
The other primary residential program delivery mechanism is the utilization of third-party contractors.
These organizations typically act as the program manager, implementer, and marketer of the
programs with Company oversight. Currently the company has three programs that are implemented
by outside organizations. Descriptions of each are provided below:
Program Name: Appliance Recycling - JACO
Program Design: This program is intended to prompt the customer to decrease their energy used
on inefficient, pre-1995, second refrigerators or freezers. This third-party implemented
program has the eligible customers contact the contractor requesting the pick-up of the old
unit. As an added incentive the customer also receives a rebate for the removal of the old
unit. Approximately 95 percent of each refrigerator or freezer is recycled. Appropriate
disposal of the toxins and ozonedestroying chlorofluorocarbon gases from foam insulation is
program protocol. Contractor also partners with local businesses to recycle glass, plastic and
metal.
Pre-l995 Freezer $30
Pre-1995 Refrigerator $30
Program lmplementation: This program is available to residential (Schedule 1) electric customers
seeking to recycle energy inefficient refrigerators or freezers, in ldaho and Washington.
Contractor may retrieve up to two Refrigerators and/or Freezers (units) from a customer's
home when requested. The pick-up service is free to the customer and a $30 rebate is
provided for each operational refrigerator and/or freezet, up to two per household. The
program is administered by JACO Environmental lnc. with Company oversight. lnformation
about the program is provided bi-annually in bill inserts, is available on the Company's
website and through the customer Connections newsletter. Postcards are also provided to
appliance retailers through-out the service territory to distribute to customers.
pe.114
IDAHO _ DSM PROGRAMS STANDARD OPERATING PROCEDURES
Program Tracking: The appliance recycling program is tracked by the 3'd party implementer in a
monthly spreadsheet that reflects information from the prior month. Data includes date of the
pick-up, customer name, address, city state, zip, type of unit collected and number of units
collected. The spreadsheet also includes the amount of administration costs associated with
these units. This report is provided to the Program Manager and Program Coordinator, who
review it for accuracy.
Appliance Recycling - Monthly Contractor Report
Program Reporting: The 3d Party lmplementer's report is provided to the DSM Manager as wetl as
the DSM Analysts. The analysts include the information in the monthly report of energy
savings achieved in the residential portfolio.
DSM Manager- Monthly Program Report
?
:
ge
L*'* E c
EE'^@CC
ffi6r$ a c
druff@EO
[*a
Res- ES Appliance Rebates- ldaho 100,000.00 79,374.00 100,000.00 79.37%
kwh
Res- ES Appliance lncentives-ldaho $10,000.00 $6,890.00 $10,000.00 68.90%
Res- 2nd Fridge Recycling kWh 781,898.00 213,240.00 781,898.00 27.27o/o
ldaho
Res- 2nd Fridge Recycling $22,500.00 $13,020.00 $22,500.00 57.87o/o
Res- 2nd Fridge Admin Fees ldaho $87,000.00 $38,688.00 $87,000.00 44.47%
pe. 1 15
IDAHO _ DSM PROGRAMS STANDARD OPERATING PROCEDURES
Eatrgy savingr uc YTD gosr. unevdu*ed reviags.
IYAID ELrtrlc (lfiJhl
Res
u
l,lonros
wAlDca(lh nn,
R69
U
llonraB
Totd
2,€8,'118 3,682,055
'tl,461 309,989
91 9,527
93 132 163.333
129,396 294,333
targ€t iln
fd 8cf ytd targot addsved targot
661t 2.,0E2,333
1316 1,859,933
11 57,160
57r 980_000
4% 1,766,000
95 ann targri
achievcd
1196
2r
21X
16i
* ,rn targ.t
Adf.v.d
5r3
0r
1$r
7%
6.156.680 L7A2.789 129,lf, 286!16.7:ll
8.636.5:t9 8.24.83:t 984 52.649.000
f ytd tatg.t
annytdad ytdtegot adriaved teg.l
36,1lti l2t,/173 30f 728,8/()
Example of WD Energy Savings Report
Overall Program Management: 3'o Party lmplementer-JACO and Program Manager (Avista)
Program Delivery: 3' Party lmplementer and Program Manager (Avista)
Program Tracking: 3'd Party tmplementer; Program Coordinaior and/or Program Manager (Avista)
Technical support: DSM Engineers (Avista)
Outreach support: 3'o Party lmplementer and/or External Communications (Avista)
Analytical support: DSM Analysts (Avista)
PG. 1 16
IDAHO _ DSM PROGRAMS STANDARD OPERATING PROCEDURES
Program Name: Residential Behavior Program
Program Design: Avista is utilizing the Opower platform to implement a behavioral program built on
mailing peer comparison reports, also known as Home Energy Reports (HER). These
programs have proved successful in saving customers energy and money through customer
behavior changes, and thus providing energy acquisition for Avista. There may be customer
engagement value to this program as well.
The HER Program is opt-out, which distinctly varies from Avista's normal opt-in programs
historically offered. Participants can "opt-out" of reports at any time by contacting Avista by
phone, email or mail. Customers that are receiving reports will stop receiving the reports if
they move. This is considered normal attrition.
To allow for normal aftrition, a 5% increase was made to the original program size of 70,000
(overall size for both Washington and ldaho), thus yielding 73,500 mailings in June 2013.
lnitially, 48,300 HER were mailed to Washington customers and 25,200 HER were sent to
ldaho customers. These customers had to have a load profile consistent with year round
electric usage, not season. Other factors are listed below:
High electricity consumption customers with 99 other homes with like usage in a 100 mile
radius were targeted for HER.
All participants are an Avista electric customer.
Some customers, approximately 42o/o also have a gas meter. Reports have no gas or
dualfuel focus. This is an electric only program.
A control group of similar characteristics was randomly selected by a third part evaluator.
13,000 customers in each state (Washington and ldaho)were selected.
Program lmplementation: The implementation of this program began in June of 2013. The
program was designed to continue providing the same set of customers the Home Energy
Reports for a three-year term. The cadence of reports began with a "burst" method of
sending out a report every month for the first three months followed by a bi-monthly mailing
of reports thereafter and continuing until June 2016. A sample of the front of a report is
shown below:
a
a
pe.117
IDAHO - DSM PROGRAMS STANDARD OPERATING PROCEDURES
,#vtsta
6.,:q-
*a@9nt
*r*alEg
}.mEn.EyR+ql@ffia1@?:e-'f-f:99?:'1gryts.* nptg,-p*- -p..i-jI'--btiaPFdtfr -r-9rr-rE @
Eau rt dcgy EE|eFo6 !EffiEF, T@TG-lun
FI rtrt]drt,*Gmrt.w
f..j Ia.lrt r5€atta C.di--dt I Yil l- 4 E @!y !U P rffi d€,6
@
EErrffistE.!,
wttoatrura.tEa? tffi|ffi
E2.E{6dr-*!-
-EEtu'!.6ffir#b-'xw_gq
Pm.alc.ilC-bd
l.6 H'DdE dNFT€ D EIF-
] se*p-pdB6
I d@bEF-
r#r^.6'a4ry
Example of the Home Energy Report (BACK)
b.r i2 Isd. l{-grta co.er-on -;* ;r* - *"r-r r"r ;.n*t,",9r rl - 1
til Gyqr sar alcdr pryr
-rrtslE.l.rqr---rtF-,----ilArdr-ry-Errfrfirmg!iliIrrtltirrE(rtdFrhdED,b.nyqr6allc6*rEE*irgcrnh.
tFrJliltrg&!
h.da ar - t !t 20 rodU.'Frqln*hrdLi*tffi"llrlrof,ls rillhrtamgu'fr2lErfmir!.h*nonErirrrrtrjliaeEtrrn
Yoor&ifauaraE *htunrl5 ?dyilFr]n.!9!lud.
trEt to€0'**-
qratE
sgrttlEFr6(brtilr
EEbF-rrrr4r-LilhgFrch-.rruFrrrfE t l.(lf tolfF6!dr*,iliIcdBlpE l()r.nirEifrndrbh*Fmrrrcfig.
ol.tlrrffi'rnnlb.&yhntdin*!nrLre Jt'dnF bya,Ehe'rsiE:
A0rlrsEtuEr$ran6$rrarls.rartmdtfrb#(trEtFrnd*HE,mFrhd
.^Et?toE4€i**
Cr.thnGtrtA*tltt EFlrtrirrtgr
[lEmvmFFItr u.S Oe.rns{d BqyBi,Itirydru-rd.FCrr td.adair Ih.bmirEIGRSr SmFE-n-plgmsAilirtEffirihrra(Erqrylr-
IbE}GErStlRLdo. bhrdnclcbrnoadrmyr.ode.O.Jtld
nEddroata M mqjdty,EbEr.rdEltmffii.lbDtnmrrirarrd.
lilrrtlrI{Fh.(E
llEtrrlo3110ffi,-
PG. 1 18
IDAHO - DSM PROGRAMS STANDARD OPERATING PROCEDURES
Program Tracking and Reporting: Quarterly energy savings results will be provided by Opower to
Avista. On an annual basis, Avista employs an independent third-party evaluator to calculate
energy savings.
Example of OPower Quarterly Report- currently not available
Overall Program Management: 3'" Party lmplementer-OPower and Program Manager (Avista)
Program Delivery: 3'.Party !mplementer; Program Coordinator and/orProgram Manager (Avista)
Program Tracking: 3d Party lmplementer; Program Coordinator and/or Program Manager
(Avista)
Technical support: 3d Party lmplementer and DSM Engineers (Avista)
Outreach support: 3' Party lmplementer and/or External Communications (Avista)
Analytical support DSM Analysts (Avista)
pe. 1 19
IDAHO _ DSM PROGRAMS STANDARD OPERATING PROCEDURES
Program Name: Residential Lighting - Simple Steps, Smart Savings
Program Design: BPA launched the regional "Simple Steps, Smart Savings" program in 2010 as a
continuation of the previous Change A Light promotion. The goal of Simple Steps is to
prompt the residential customer to increase the energy-efficiency of their home lighting. lt
indirectly supports the infrastructure and inventory by providing a retail markdown on select
compact fluorescent (CFL) and light emitting diode (LED) lamps; thus making it a financially
viable energy efficiency option for customers to consider
Program Implementation: Avista sponsors the program for the ldaho and Washington service
territory. Big box retailers in addition to select regional and national chains are the primary
recipient of the product and typically offer a variety of the Simple Steps products at their
locations. These products should be clearly identified with a sticker indicating they are part of
the program. Below is a sample of the Simple Steps logo along with a list of the types of
products one may find under this program:
Selection Guide
are a \€ry emciert long-lasting technology. Many can be used wih dirnmers
,W,; $n1,,rtlg,$u{''ururmffiH$tr"ffiffi
FL Selection Guide
CFLs are a good altemative to traditional incandescent light bulbs.
. ,f'sg&E
GlEt rdtm colt
vcflmERTGMT
js{84".rt
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fJt*r[m3f
'.d.-U
IIIST
IDAHO - DSM PROGRAMS STANDARD OPERATING PROCEDURES
Types of eligible Simple Steps lamps
Twists:15W R30 Reflector
9W Spiral CFL 23W R38 Reflector
'l3W SpiralCFL 26W R38 Reflector
14W SpiralCFL 26W R40 Reflector
15W SpiralCFL 23W Outdoor Reflector
1BW Spiral CFL 26W Outdoor Reflector
20W Spiral CFL 23W R38 High Heat Reflector
23W Spiral CFL 7W Candelabra
30W Spiral CFL 9W Candelabra
40W Spiral CFL 13W Candelabra
13W Daylight 12W Globe
23W Daylight 15W Globe
9W A-lamp LEDs:
15 W A-lamp B W R20 Reflector
14W A19 12-15 W PAR30 Reflector
Specialty CFLs:18-20 W PAR38 Reflector
14W Candle Base BW 13-15 W BR30 Reflector
16W R30 Flood 18-23 W BR38 Reflector
23W R40 Flood 14-17 W BR40 Reflector
12,20,26 watt 3-Way 19 W Omnidirectional
33W 3-Way 8-18 W A-19 or Globe
12,23,29 watt 3-Way
12,23,34 watt 3-Way
11W R20 Reflector
14W Reflector
To support the promotion of utilizing CFL's, the Company also provides CFL recycling locations as a
convenience, throughout Avista's service territory. A list of drop-off locations can be found here.
IDAHO _ DSM PROGRAMS STANDARD OPERATING PROCEDURES
Example of CFL Recycling Station list
Program Tracking: A monthly spreadsheet and invoice is provided by the third-party implementer,
Clear Result, with the data from the previous month's purchases. lnformation provided
includes the name of the store, the type and number of units sold along with the other detail
information. An invoice is also included that indicates the Company's monthly contribution for
the administration and implementation expenses. Annually the Company agrees to an
allocation costs based on store location that is part of that year's contract terms.
Example of Clear Result monthly spreadsheet
trllte
6 b.'lrha n- rcwtta, Ce. E r f Ei-rit 6t shE. CA-Gtt t iG r a, E ci:v ffi r G t Es ilrEit E 5riffi tr C- r?. Eitr t ht h * 6 CR- lB t{ iaia tro t GEfai crnt ffi a.ita ncl tlaGt iE
SnpL Stcpt. Sflurt Slvir93L
Stlct Drtr . Avatr Ut itrca
l.rr$cl Ptodatsd!. hcarovaArrt
45.84t unit 22.920.50
12.3!9 untr 21.71E.00
768 unit 1.,109.25
16 unit '128.00
10.932 unils 32.796.00
1.-c5r unii 1.6€2.00
l02untl 306.00
1.9.7 uf,lt 9.841.00
671unlr 2.022..00
17 unit! 329.00
I unit :6.00
3 untr 21.00
2 untt '11.00
= LEO fixEr.
:ilE0 Sulb
t-B) &db
LEO Edb
UDArb
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RLI-FI I:22
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Rl'{H'/W10990
Rf flilw10990
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I l.!€0.25
3.089.75
r92.00
r.00
2.733.00
368.50
25.50
1E5.75
't68.!0
r 1.75
2.00
0.7s
_0i!
it6tFJ6
31.380.75 n9,297
27,807.75 293."i60r,30r.25 r!.7.{
132.00 384
35.929.00 218.6405.050.:0 3r.080
33r.:0 2.010
6.327.75 .6.675
2.190.50 11.r:.
3{0.75 1.t36
5E.00 701
21.75 339't1.30 2firru;,00 rJa4m
r2,0 Shorrcrtcd-WA
=2.0:,l,6 Slio,t.rtcld -WA
Jl.6
fotl ?+253rdb t $gZr5 t
Ir 5I Crr106 W^ tu! ril
It :s i catuEi r1a. H: aa a.!aa2 [o ao
U0 llb
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xr $ sr. ca@.. w^ 's!taa ld&f,.r cofu. re o Qlt!t:t !6r lldAv. cd.6^{fl. o alla
,*&2@30&r!r
a2x6se6:r4
a! r!2 .$at ,2 216
PG,122
IDAHO - DSM PROGRAMS STANDARD OPERATING PROCEDURES
Program Reporting: lnformation from the Clear Result report is rolled into a monthly savings report
that is generated by the DSM Analysts that provides a snapshot of the amount of energy
savings achieved to date under the Residential portfolio.
Example of WD Energy Savings Report
NP
wADEkk0srtl
Rcs
U
l,lorrtg
IYADG..(lrF'ltt,
Rec
U
NonraB
Total
2,438.'118 3,582,055
'[1,t161 309,989
91 9,527
!t3.1? 153.333
't29,396 234,33
reviagr erc YID grosr, uevrJuered reviugs.
tagd
a'n
ytd acf ytd t r!.1 rhicved tug.t
6-156.5m {782.789 129* 28_696.73ll
8.636,5S, 8,2'1.8:13 98* 5i1.519.000
ta ytd tsr96t
ann
yld acl ytd l-g.l adricvcd targ.t
16Jn p1,1t3 30* ln,W
66.1 22-0y2333
13r 1.859.933
1* 57,150
5t* 980 000
4* 1.766,000
It .nn targst
edriovsd
11t6
x
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tg an target
Achievod
596
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10*
IZ
Overall Program Management: Program Manager/Manager
Program Delivery: 3' Party lmplementer - Clear Result; Program Coordinator and/or Program
Manager (Avista)
Progrim Tracking: 3d Party !mplementer; Program Coordinator and/or Program Manager (Avista);
Outreach support: 3'o Party lmplementer and/or External Communications (Avista)
Analytical support: DSM Analysts (Avista)
pc.123
Filr.., i.r: l
IDAHO - DSM PROGRAMS STANDARD OPERATING PROCEDURES
Residential Low lncome Program
Program Overview and Design: The Company leverages the infrastructure of Gommunity Action
Program (CAP) agencies to deliver energy efficiency programs to the Company's low income
customer group. CAP agencies have resources to income qualify, prioritize and treat clients
homes based upon a number of characteristics. ln addition to the Company's annual funding,
the Agencies have other monetary resources that they can usually leverage when treating a
home with weatherization and other energy efficiency measures. The Agencies either have
in-house or contractor crews to install many of the efficiency measures of the program.
Program lmplementation: Currently, one CAP agency serves the Company's ldaho service territory
and receives an annual funding amount of $700,000 for efficiency improvements with an
additional $50,000 for conservation education outreach. lncluded within the efficiency
improvements funding is a permissible 15% reimbursement for administrative costs. The
agency may choose to allocate another 15% of the funds to be expended on non-energy
health and safety measures that may support the efficiency measures installed within the
same home or help improve the home's habitability.
The Agencies have an 'Approved Measure List' of energy efficiency measures provided by the
Company. Any measure installed on this list by the Agency in an income qualified home will receive
100o/o reimbursement for the cost for the work. The installation of these measures normally results in
a cost-effective amount of energy savings achieved.
Example of 2014 Avista - Low lncome Program Approved Measure List - ldaho
Air infiltration
Duct sealing
lnsulation walls and floors
ENERGY STAR doors
Variable speed motor
Conversion:
Electric to natural gas furnace
Electric to natural gas combination (furnace and water heater)
pe.125
IDAHO - DSM PROGRAMS STANDARD OPERATING PROCEDURES
New for 2014 the Company established a "Rebate List" of measures which replaces the "Pre-
Approval" list concept. The Approved Measure List assists the agency with targeting the most cost
effective measures. The Rebate List allows the agency to receive funding for other measures that
may not be as cost effective as the Approved list but are still necessary for the home's overall
functionality. The agency will receive a "prescriptive" amount for the Rebate List of measures that is
equal to the energy value of the improvement itself. This approach is to assist the agency in
targeting the measures that provide the greatest cost-effectiveness from a utility perspective. lt still
allows the agency to have some funding for all measures, albeit minimal, while limiting the
Company's exposure to reimbursing for measures whose energy value may not be as great as those
that appear on the Approved measure list. To allow for additional flexibility, the agency may also
choose to utilize the Health and Safety allocation to fully fund the cost of the measures on the
Rebate list.
Example 2014 Avista - Low lncome Program Rebate tist - ldaho
Program Tracking: The Low lncome program participants are captured in the Company's
CSSMorkplace under the Customer Program Container. The icon "Limited lncome Rebate
Program" tracks the customers and the measures in their home.
Attic insulation $0.55/sq ft
Duct insulation $ 0.31/sq ft
ENERGY STAR Windows 0.36/sq ft
High efficiency water heaters (0.93 Energy Factor or greater)46
High efficiency air source heat pump (8.5 HSPF; 14 SEER)$224
ENERGY STAR Refrigerators (for replacement of refrigeratorthat is $ 540
currently operating)
Electric to air source heat pump (when naturalgas is not a viable option) $3,124
Electric to natural gas water heater*$887
pe.126
IDAHO - DSM PROGMMS STANDARD OPERATING PROCEDURES
il wvwuLE--- (ur uEsqv-4l.
Workpla<e Options Wind@ Production Wcb FlipChld
iil pROGRAM PArrICPN Crdoms Prcgrlm Cort iog
Csrtom.rPgm Tcmplds Windryr Produchon Vis Wcb Flip Charl
lr I Rcidcatial Enagy Eff Rcbrtr Pognm WA,/Ehl x13.6-6
RtRrb.tc Wmdff prcduction W.b Hbch.rt
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Irwoic. D.tG oaP a96cY lcorv[r-E RURAL RESOURCES
Inrt llD.t |0141'f999
810 SQ FI; Xlm YR MO8[.E
Example of CSSAA/orkplace Program Container and Limited lncome Rebate icon
Program Reporting: Monthly reports are pulled automatically using the Cognos reporting tool.
Cognos pulls current data from the Company's CSSMorkplace and emails an excel
spreadsheet to the DSM Analysts along with the Program Manager and Program
Coordinator who review the data for accuracy. These reports identify the number of rebates
that were processed during the previous month and the estimated kilowatt-hour or therms
savings achieved. Three separate reports are available and are explained below. The totals
from these reports are used to inform preliminary savings goals to internal and external
stakeholders including the monthly email table (YTD Energy Savings - Month Year). An
explanation and a screen shot of each report is provided below:
Low lncome By Agency: is a monthly summary report of the monthly list of measures installed by
home and by agency for the previous month's activities. The report also includes a measure
description, measure cost, kwh or therms saved, amount paid, account number of the home
and other information.
PG.127
IDAHO _ DSM PROGRAMS STANDARD OPERATING PROCEDURES
Example of Low lncome by Agency - Monthly report
Low lncome By Agency: is a monthly summary report of the year to date list of measures installed
by home and by agency. The report also includes a measure description, measure cost, kWh
or therms saved, amount paid, account number of the home and other information.
Example of Low lncome by Agency report
Low lncome By Customer: is a monthly report that shows the YTD customer participants by name
and address. Other fields also include but are not limited to: measure description, cost,
amount paid, kwh or therms saved, customer name, address, city, state, zip.
Example of Low lncome by Customer report
102
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PG,128
IDAHO _ DSM PROGRAMS STANDARD OPERATING PROCEDURES
Example of YTD Energy Savrngs Report
Eaag1r revings re YID grorr, uorlutcd nvings.
WAID Elcctdc 0dih) tar$t fa iltr t{getm
ytd er ytd t{gst achiovrd t{gst rchicvd
Rre 2,,138.,118 3,582.055 66* U.192.333 1196
U il1.il61 309.989 13* ,.859.933 2X
Norns 6 156 580 4782789 129!f, 28.596.73it 219A
WAID G6 t Eml * yld tatg.t * m lag.tan
ytd el yld tag.t Thirvid tagot Achi.vld
R.s *,113 121,173 301( 728,W 5X
u 91 9,527 1 57, t60 09(
Norro3 93 132 163.333 57!r !180 000 lof
Tord 129.396 29/1.333 U$ 1.766.000 lX
A quarterly report is also assembled for the Low lncome program that tracks how the agencies are
utilizing their funds during the year. Referencing the Low lncome by Agency report mentioned
above, the rebate amounts are pulled over by the categories related to measures and health and
safety. The report is then categorized into efficiency improvements along with Health and Safety.
The amount spent through the end of that particular quarter is then deducted from the annual
funding amount to show what is left for the agency to utilize during the year. This allows the Program
Coordinator and Program Manager to monitor the agency spend as it relates to not only the total
funding allowed, but also to the 15% that may be used towards Health and Safety improvements.
Example of Low lncome By Agency Spend Review report
Eudget
i 595,000.00
i 105,000.00
f 700,000.00
%
11,35% I IDTOTAT
27.44% ID HHS
13.76% I TOTA!-
pe.129
IDAHO _ DSM PROGRAMS STANDARD OPERATING PROCEDURES
Overall Program Management: Program ManageriManager
Program Delivery: 3'o Party lmplementer - CAPs; Program Coordinator and/or Program Manager
(Avista)
Program Tracking: 3'd Partyr lmplementer; Program Coordinator and/or Program Manager (Avista);
Outreach support: 3'o Party lmplementer
Analytical support: DSM Analysts (Avista)
t rtIIII
IDAHO _ DSM PROGRAMS STANDARD OPERATING PROCEDURES
Gustomer Outreach Overview
Developed in late 2007, Avista's every little bit campaign was built on a foundation of broad reach,
multi-media outreach designed to inform customers about general energy efficiency program
availability while providing educational energy efficiency messages with the intent of driving
increased participation as well as build awareness of low-cost and no-cost energy saving tips. The
intent is to educate and encourage customers to install energy efficient measures and practice
energy-conserving behaviors with the "call to action" being a visit to the Company's website
(avistautilities.com) to get more information or download a rebate form.
Efficiency messages that are not associated with individual programs come out of an internal
collaborative process incorporating input from DSM Engineers, program managers, analysts and
program outreach specialists. The intent is to maintain a fresh and informative appeal to the overall
outreach effort.
The additional throughput that can be obtained from Avista's outreach investments also takes into
consideration the opportunity to leverage the growing efficiency messaging in the general media and
partnerships with utility and non-utility organizations. The every little bit tagline continues to be
integrated into earned media opportunities through Avista's External Communications Department.
Since the inception of this campaign, there has been regional research that suggests the same
issues and perceptions are present and that customers need to have a reason to participate based
on their personal values. While the general awareness of Avista programs is increasing, a continued
effort is needed in helping the customer understand where waste may be occurring and motivating
them towards action. The number of programs offered decreased significantly and differed by state
in 2013 driving Avista to evolve the media approach from a broad reach to a more targeted approach
using community partners for leveraging and endorsement.
pe.132
IDAHO - DSM PROGRAMS STANDARD OPERATING PROCEDURES
Residential Outreach
Social Media Channels: Avista continues to use Facebook as both a viable and cost effective
outreach channel. The latest awareness research conducted at the end of 2010 shows
awareness of energy efficiency and Avista's programs high among audiences aged 45+,
while the 18-44 aged audience remains difficult to reach, giving social media opportunities.
With this in mind Avista continues to use Facebook to house energy efficiency promotions
and activities, like the programmable thermostat, the energy use house and weekly
messages on low-cost no-cost ways to be more efficient. ln 2014, Avista's every little bit
Facebook content was migrated to Avista's Facebook site. This helps leverage and aligns
the Avista brand and maximizes the long-standing positive message of energy efficiency.
Example of Avista Facebook page
Community/ Media Partnerships: Avista has two primary community/media partnerships that help
educate customers on the benefits of energy efficiency. The first is Avista's Home Energy
Advisor product that is promoted through a partnership with weekly paper The lnlander and
includes a direct mail postcard to residential customers to drive traffic to the tool and provide
information about the rebate programs contained within the 2014 portfolio.
Energy EfficbncyT?i (17 photos)
The higher a heating
systeml efficiency
is, the higher the
purchase cost but
the lower the
operating costs.
Space heating is
the largest energy
expense in the
average U.S. home,
accounting for about
45Yo of energy bills?
pc.133
IDAHO _ DSM PROGRAMS STANDARD OPERATING PROCEDURES
Example of Home Energy Advisor promotion
The second media event is in its fourth year of partnership with KREM TV and Toyota to increase
awareness of Avista's energy conservation measures and rebate programs. The "Efficiency Matters"
promotion drove a 360/o increase in visits year over year to the company's website.
Example of Efficiency Matters promotion
Web: ln 2013 Avista began a targeted web-based search optimization campaign for residential
program awareness. Whether consumers are searching via PC or laptop, smart phone or
tablet, search shows our text ads to @nsumers located in the Spokane designated market
area who are searching for keyruords related to Energy Rebates and Tips.
Ev..Fil yvl6 hr,.rfig frrgy. Ad di. - gd Fb. b Ars wl rrddn y ldd.
ffi tune.dr oadEfry6gysl9(.DggE(OxC}@. for5e. WetadllEE
rrd tJ$ Sffi) b ffiJ dtr fofoilq
. tSA(lH..6i-!rlr..d. tlilrArto llMw.fiint firtftt. A6F&ffi.rrpor.dodplEbar.dddngFr lh.rldgf Adrq*Eldlo
rEFe$t lqr 6r9syn a llmAead,tubngltr--#rg cEgtd n*e lor a b€ ff
P B t! O ord o* y*,
"nergy 3avrng styr. .nd
enter to wln at avkteutlll{6.(ofi/enorgyrdvlroi
bt A lq * M e@ b@ 4 ^Ni tt. bla
pc.134
IDAHO _ DSM PROGRAMS STANDARD OPERATING PROCEDURES
Commercial and lndustrial Outreach: ln 2011, the Company developed a comprehensive print
campaign designed to educate non-residential customers about the many prescriptive and
site-specific programs available. The focus of the campaign profiles business customers
within Avista's service territory and features the measures they have implemented and
savings achieved. The campaign targets the business community and shares the value of
energy efficiency and Avista's incentives from a customer perspective.
ln 2013 the campaign evolved to include customer case studies that not only demonstrated
the partnership with Avista but the other business benefits of participating in energy
efficiency initiatives. This campaign was intended to drive customer awareness of programs
and ways to help position facility improvements as an operational business strategy. ln 2014
the case studies will be turned into advertorials and will be featured in local, regional and
trade publications throughout the year.
Example of Commercial/l ndustrial Advertorial
pc.135
lf !1.'J{: *r-
"i.-ri. -.ir F':1
A
,S2-/
'E >
^u
\
M
/r
IDAHO _ DSM PROGRAMS STANDARD OPERATING PROCEDURES
List of Referenced Materials presented in the ldaho -
DSM Programs Standard Operating Procedures Manual
Website Pages
Energy Savings www.avistautilities.com/savinqs
Residential Programs www.avistautilities.com/resrebates
Residential Programs - ldaho
http://www.avistautilities.com/savinosirebates/Pages/idahorebates.aspx
Non-residential Programs www.avistautilities.com/bizrebates
Non-residential Programs - ldaho
http://www.avistautilities.com/business/rebates/Paqes/lDCommercialRebates.aspx
Energy Smart Grocer Measure List
htto://www.enerovsmartonline.orq/documents/EnerqvSmart-Avista-Worksheet.docx
Green Motors Rewind
http://www.avistautilities.com/business/rebates/washinqton/qreenmotors/Paqes/default.aspx
Residential Online Rebate Portal
https://www.avistautilities.com/savinos/rebates/ lavouts/Avistaffransactions/ProcessRebates.aspx
Home Energy Advisor http://www.avistautilities.com/savinqs/suite/Paoes/default.aspx
Business Energy Advisor
https://www.avistautilities.com/business/ lavouts/Avista/Transactions/ReduceYourUse.asox
pe.137
IDAHO - DSM PROGRAMS STANDARD OPERATING PROCEDURES
Forms
Top Sheet Technical Review
Top Sheet Energy Efficiency Agreement
Top Sheet lncentive Payment
Energy Efficiency Agreement
Energy Efficiency Performance Agreement
Commercial Clothes Washer Rebate
Food Service Equipment Rebate
Commercial Prescriptive Lighting Rebate - lnterior
Commercial Prescriptive Lighting Rebate - Exterior
Power Management for PC Networks Rebate
Pre-Reporting Survey (PC Networks)
Retro-comm ission i n g Appl ication
Standby Generator Block Heater Rebate
Commercial HVAC VFD Rebate
Commercial Water Heater Rebate
Commercial Windows and lnsulation Rebates
ENERGY STAR Homes Rebates
. AllAvista Electric
o Avista Electric and Natural Gas. Non-Avista Electric and Natural Gas
Home !mprovement Rebates
. HVAC
. ShellAtVindows/lnsulation
. Water Heat
. Fuel Efficiency (Electric to Natural Gas Conversions)
New Construction Rebates
. HVAC
. Water Heat
Low lncome Program
. Approved Measure List
o Rebate Measure List
pc.138
IDAHO _ DSM PROGRAMS STANDARD OPERATING PROCEDURES
Databases
Saleslogix
. Main Account Level
o Project lnformation Tab
o Opportunities Level
. Attachments
. Notes/History
. Reports
. Residential Rebate Template
. Low lncome Rebate Template
Reports
Energy Efficiency Evaluation Report
IBM Cognos Reporting Tool
Monthly DSM Non-residential Savings Report (e.9.2014 June YTD Savings Non-res.xlsx)
Monthly DSM Non-residential Completed Projects Report (e.9. Saleslogix Snapshot Completed in
2014)
Year to Date DSM Total Savings Report (Delivered as email table, YTD Energy Savings Report)
PECI Monthly Report for Energy Smart Grocer
Monthly Residential Rebate Activity (ResidentialYTD 2014 Stats Report)
Residential Rebate Report by State
Residential Rebate Report by Customer
Simple Steps Smart Savings Monthly lnvoice
Simple Steps Smart Savings Monthly Log Sales Data
Simple Steps Smart Savings Monthly Data by Retail Location
Appliance Recycling lnvoice (JACO)
Appliance Recycling Contractor Report (JACO)
Low lncome Monthly Report by Agency
Low lncome Monthly Report by Customer
Low lncome Agency Spend Review Report
pc.139