PG&E Commercial HVAC Quality Maintenance Program

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PGE Commercial HVAC Quality Maintenance Program

• San Mateo Energy Watch Partners Meeting

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Contents

• Program Overview
• Customer Eligibility
• Customer Contractor Benefits
• Unit Eligibility
• Incentives Incentive Structure
• Contact Information
• Questions

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Past vs. Present

• Past RCA DTS (discontinued)
• Sufficient.
• One-time visit.
• No specialization required.

• Present Quality Maintenance
• Efficient Prescriptive
• Ongoing customer relationship.
• Repairs can be identified and planned for by the
  customer, increasing uptake.
• Informed by ANSI and ASHRAE.
• Based on ACCA 180 Standard

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Program Overview

• Program designed primarily toward market
  transformation revolving around HVAC service
  agreements for eligible customers.
• Program replaces the following PGE HVAC
  Programs Duct Test Seal (DTS) and Refrigerant
  Charge Airflow (RCA).
• HVAC Contractors are intended to be the primary
  Program Sales Force and are incented to do so.
• Targets a wide variety of commercial
  installations.

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Overview (contd.)

• Quality Maintenance
• Designed to revitalize poor conditioned units.
• Focused on market transformation.
• Incentives designed to scale with size of units.
• Requires 3 year QM maintenance contract
  commitment.
• Suitable for small to medium, as well as large
  customers wanting premium service and savings.

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Customer Eligibility Requirements

• PGE electric customer with commercial rate
• QM HVAC Service Agreement Requirement
• Customer must sign a 3 year PGE QM HVAC Service
  Agreement.
• Units must be maintained during the 3 year
  period.
• If building tenants or owners change, the new
  tenants/owners are eligible for prorated
  incentives based on the duration of the remaining
  eligibility period.

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Low-Cost Approach to QM
Customer incentives structured to offset the
incremental cost of HVAC Service Agreement
meeting PGEs Quality Maintenance Program
Requirements.

• Customer receives incentive designed to help
  cover additional cost of a qualifying, 3-year QM
  Service Agreement.
• Contractor receives incentives designed to help
  cover Quality Maintenance (QM) EE tasks and
  baseline repairs.
• Future Premium measures will enhance energy
  savings potential.

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Customer Financial Benefits

• Incentives paid directly to the customer to
  reduce or eliminate the costs of increased
  quality maintenance service.
• Examples
• Customers who switch from a service only when
  needed plan to the Program can save up to
  500/year/unit in operating, service and repair
  costs.
• Customers who operate with a regular
  check-based plan could save up to
  260/year/unit.
• Fewer unit failures threatening business income.
• Values reflect national average based on a
  10-ton unit.

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Customer Operational Benefits

• Contractor will list repairs that may be needed
  to aid in planning critical repairs to consider.
• Regular reports for the Customer showing saved
  energy, energy and emergency repair costs,
  greenhouse gas reduction, etc.
• All units operating at optimal efficiency at all
  times.
• Decreased emergency outages and repairs.
• Decreased energy consumption.
• Increased unit life.
• Increased indoor comfort.

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Contractor Benefits

• Receives up to 2,355 incentive per unit when
  initial EE tasks are performed.
• Receives increased HVAC service agreement fees
  per utility program.
• Develops or converts annual agreements into three
  year agreements.
• Builds customer loyalty and retention rates.
• Becomes known as being able to provide the high
  quality level of service.
• Increases companys environmental leadership.

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Unit Eligibility Requirments

• Qualifying Units
• Unit(s) have not been participated AirCare Plus
  within the past 3 years.
• Type Rooftop Packaged Units and Split Systems.
• Size 3 tons or greater.
• Not Qualified
• Chilled/hot water fed units.
• Heat pump units
• Variable speed compressor units.
• Size Less than 3 tons.
• Units serviced by AirCare Plus within the past 3
  years.

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Incentive Structure - Customer

• 3-Year QM Service Agreement
• Incentive is based on incremental cost between QM
  standard over typical service.
• Service Agreement is transferrable to other
  Program-qualified contractors.
• Benefits
• Engages customers in the long-term relationship
  with contractors.
• Provides sufficient time for QM benefits to be
  demonstrated.
• Installments provide leverage to discourage
  deferred maintenance.
• Transferability protects the Customer and Program.

• Incentives Payments
• 20 upon signing
• End of year 1 25
• End of year 2 35
• End of year 3 20
• All units must be maintained for the full 3 years
  to receive the full incentive amount.

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Incentives Paid to the Contractor for Baseline
QM Tune-up Work
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Program Contact Information

• PGE Commercial HVAC Quality Maintenance Program
• PO Box 4999
• Foster City, CA 94404
• 888-265-0057
• info_at_www.commercialhvacqm.com
• www.commercialhvacqm.com
• PGE Program Manager
• Ryan Halsey
• [phone]

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Questions
Ryan Halsey Program Manager rbhf_at_pge.com, (415)
973-0806 Honeywell Utility Solutions (888)
265-0057