[email protected] www.focusonenergy.com Business Programs: Renewable Energy Competitive Incentive Program Request for Proposal & Application Template Proposal Due: November 1, 2013 by 5:00 p.m. CDT Issued: October 1, 2013
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www.focusonenergy.com
Business Programs:
Renewable Energy Competitive
Incentive Program
Request for Proposal
&
Application Template
Proposal Due: November 1, 2013 by 5:00 p.m. CDT
Issued: October 1, 2013
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TABLE OF CONTENTS
DEFINITIONS .............................................................................................................................................. 1
SECTION 1. GENERAL INFORMATION ................................................................................................ 4
1.1 Introduction to RECIP .............................................................................................................. 4
1.2 Background ............................................................................................................................... 4
1.3 Eligible Renewable Technologies ............................................................................................. 5
1.4 Request for Proposals (RFP) Process ........................................................................................ 5
1.5 Incentive Levels ........................................................................................................................ 7
1.6 Project Commencement ............................................................................................................ 7
1.7 Reporting ................................................................................................................................... 7
1.8 Payment ..................................................................................................................................... 8
1.9 Rejection of Proposals .............................................................................................................. 8
1.10 Disclaimer ................................................................................................................................. 8
SECTION 2. ELIGIBILITY REQUIREMENTS/GROUNDS FOR DISQUALIFICATION ...................... 9
2.1 Utility ........................................................................................................................................ 9
2.2 Customer Type .......................................................................................................................... 9
2.3 New Equipment......................................................................................................................... 9
2.4 Warranty ................................................................................................................................. 10
2.5 Compliance ............................................................................................................................. 10
2.6 System Size ............................................................................................................................. 10
2.7 Required Payback ................................................................................................................... 10
2.8 Maximum Total Project Cost .................................................................................................. 10
2.9 Free Ridership ......................................................................................................................... 11
SECTION 3. TECHNOLOGY SPECIFIC REQUIREMENTS.................................................................. 12
3.1 Multiple Sites .......................................................................................................................... 12
3.2 Solar PV and Wind Specific Requirements ............................................................................ 12
3.3 Biogas Specific Requirements ................................................................................................ 12
SECTION 4. EVALUATION CRITERIA ................................................................................................. 13
4.1 Evaluation Criteria .................................................................................................................. 13
SECTION 5. APPLICATION SUBMISSION TEMPLATE ...................................................................... 15
5.1 Cover Page .............................................................................................................................. 16
5.2 Key Project Metrics ................................................................................................................ 18
5.3 Scope of Work ........................................................................................................................ 18
5.4 Supporting Documentation (All attachments required unless explicitly stated otherwise) .... 22
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DEFINITIONS
Annual Cost Savings is the amount of energy cost savings during a year that results from the
implementation of a renewable energy system. This value is calculated by multiplying the expected
net change in kWh, Therms, and/or kW peak demand by the customer’s historical cost per kWh, kW,
and therm. In the case of biogas or biomass systems, recurring expenses or income from the sale of
byproduct may be included in this value.
Applicant(s) means a potential Customer submitting a proposal for the Business Programs:
Renewable Energy Competitive Incentive Program.
Baseline means the current or projected energy usage without the proposed renewable energy system.
Biogas means a mixture of gases created during the anaerobic digestion of nutrient rich materials.
Anaerobic digestion generates methane and other flammable gases that can be combusted to generate
energy. Biogas systems often produce other non-energy related byproducts that can be sold; these
byproducts may be quantified and the $/quantity provided within the proposal.
Biomass system means equipment that utilizes biological materials, including trees, grasses, and
agricultural wastes, among others. Systems that use coal, fuel oil and propane, or other non-
Renewable Fuel sources such as used tires, will not be eligible.
Business Day(s) means days not including Saturday, Sunday, or a Federal Holiday.
Completion Date is the date that the project will be entirely constructed and operational.
Cost-effectiveness compares the relative benefits of an investment with the costs. Focus on Energy
looks at cost-effectiveness from a both a program perspective (total annual kBTU produced or offset /
incentive $) and a customer perspective (total annual kBtu produced or offset / Total Project Cost
excluding any incentive monies). The higher the kBtu produced or offset per dollar spent, the more
cost-effective the project.
Customer(s) means a current non-residential ratepayer within the service area of a Participating
Utility.
Date of Award means the effective date an official notice to proceed is issued by Focus on Energy
for projects selected by Focus on Energy under this solicitation.
Focus on Energy refers to Wisconsin utilities’ statewide energy efficiency and renewable energy
program specified under Wis. Stat. § 196.374(2)(a).
Free Rider means a Program Customer who would have installed Program Measure(s) in the
absence of the Program.
Geothermal systems utilize the ground as an efficient energy transfer element and heat sink.
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Group 1 Renewable Projects include biogas, biomass, and large geothermal technologies as defined
by the Commission’s April 27, 2012 Order in Docket 5-GF-191.
Group 2 Renewable Projects include solar photovoltaic, solar thermal, and wind technologies as
defined by the Commission’s April 27, 2012 Order in Docket 5-GF-191.
Measure --for purposes of the Renewable Energy Competitive Incentive Program (RECIP), measure
refers to qualified renewable energy Projects. Measures include Biogas, Biomass, Geothermal,
Solar Photovoltaic, Solar Thermal, and Wind renewable energy Projects.
Net-Change for purposes of this RFP is the result of energy consumption before minus energy
consumption after the implementation of a renewable energy technology. These net-changes are
calculated for each energy source (electricity, natural gas, etc.). This program expects a positive Net-
Change value from projects that receive funding. Some technologies may have a negative Net-
Change for Therms or kWh, but a positive Net-Change for kWh or Therms respectively.
Participating Utility is an electric or gas utility that participates in Focus on Energy. A list of
participating utilities is available at: http://focusonenergy.com/about/participating-utilities.
Payback (simple payback) means the amount of time (in years) needed for Annual Cost Savings
derived from the Renewable Energy Project to equal the Total Project Cost. For purposes of this
Program simple payback does not include the Focus on Energy or any other incentives.
Program(s) means the Focus on Energy Business Programs: Renewable Energy Competitive
Incentive Program.
Program Administrator means the Contractor hired by the Statewide Energy Efficiency and
Renewables Administration to develop and administer the statewide Focus on Energy energy
efficiency and renewable energy programs under Wis. Stat. §196.375(2)(a). Under this Request for
Proposals, Shaw Environmental & Infrastructure, Inc., dba CB&I, is Program Administrator.
Project means a Measure or a group of Measures included within a single Customer’s Proposal.
Ramp-up activities refer to the first step(s) taken toward implementation of a renewable energy
Project. Examples include issuing Purchase or Work Orders, filing for Building Permits, and
soliciting bid proposals.
Renewable Fuel(s) means fuel sources that are generated from renewable sources; this does not
include oil, natural gas, or gasified coal.
Simple Payback refers to payback.
Solar Photovoltaic systems capture solar radiation and convert it into electrical energy.
Solar Thermal systems capture solar radiation and convert it to heat energy in fluids.
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Total Project Cost includes renewable energy generating equipment, materials, and any ancillary
improvements required to construct a fully functional renewable energy system, as well as installation
labor costs. Feasibility studies and other investigation costs are not included in Total Project Cost. If
costs would be incurred in the absence of the renewable energy system, they are not considered part
of the Total Project Cost.
Wind systems harness wind energy and convert the mechanical energy into electrical energy through
an electrical generator.
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SECTION 1. GENERAL INFORMATION
1.1 Introduction to RECIP
The goal of the Renewable Energy Competitive Incentive Program (RECIP) is to provide
financial support to applicants that propose the most cost-effective renewable energy projects to
be installed and operational at eligible business (non-residential) customer facilities. The purpose
of this document is to provide guidance and information to applicants to submit complete project
proposals.
1.2 Background
On April 27, 2012, the Public Service Commission of Wisconsin (hereafter, Commission) issued
an Order in Docket 5-GF-191 establishing requirements for the inclusion of renewable energy
technologies in the portfolio Focus on Energy programs. Per that Order, renewable technologies
have been classified into two groups based on cost effectiveness in Wisconsin; Group 1
technologies (biomass, biogas, and geothermal technologies) and Group 2 technologies (wind,
solar thermal, and solar photovoltaic). The following parameters are outlined in the Order:
Group 1 technologies (biomass, biogas, and geothermal technologies) must account for
75% of incentives and Group 2 technologies (wind, solar thermal, and solar
photovoltaic) must account for the other 25% of incentives on an annual basis.
The Focus on Energy portfolio-wide benefit-cost ratio (B/C) must remain at 2.3 or above
with the incorporation of renewable energy incentives.
The Focus on Energy portfolio-wide reduction in energy savings due to the inclusion of
renewable energy (compared to an efficiency-only program) must not decrease more than
7.5 percent.
Based on the parameters outlined in the Order, Focus on Energy estimates that up to $4.5 million
may be allocated for renewable energy projects closing in 2014. Focus on Energy is offering two
(2) separate programs for renewable energy projects:
Prescriptive Renewable Energy Program. Eligible residential Customers may apply for
prescriptive renewable energy incentives. Information is available on the Residential
Renewable Energy Program website.
Business Programs: Renewable Energy Competitive Incentive Program. Eligible
business (non-residential) Customers may apply through a competitive proposal process
for renewable energy incentives. Focus on Energy reserves the right to release
subsequent requests for proposals in order to meet the requirements of the Commission’s
Order in Docket 5-GF-191 for maintaining a cost-effective portfolio.
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1.3 Eligible Renewable Technologies
Focus on Energy is soliciting proposals from eligible business (non-residential) customers for the
six renewable energy technologies listed in Table 1.
Table 1.1 Eligible Renewable Technologies
Group 1 Group 2
Biogas Solar Photovoltaic
Biomass Solar Thermal
Geothermal Wind
1.4 Request for Proposals (RFP) Process
1.4.1 Schedule
The Program request for proposals (RFP) will adhere to the following schedule:
Table 1.2 RFP Schedule
RFP Calendar Date
RECIP RFP issued October 1, 2013
Deadline to submit questions for inclusion in pre-bid webinars October 7, 2013 at 5:00 pm CDT
Pre-bid Webinars
October 9, 2013 at 3:00 pm CDT
October 11, 2013 at 9:00 am CDT
Proposals due November 1, 2013 by 5:00 pm CDT
Applicants notified of award status via e-mail December 1, 2013
Last day for awardees to accept award January 1, 2014
Focus on Energy reserves the right to revise, suspend, or terminate this RFP Process and
any schedule related thereto at its sole discretion without liability to persons or entities
responding to this RFP or any other person or entity.
1.4.2 Pre-bid Webinar
Two pre-bid webinars will be held Wednesday, October 9th at 3:00 pm and Friday,
October 11th at 9:00 am to review the RECIP process and answer applicant questions.
Please check focusonenergy.com/business/renewable for details. Questions should be
submitted to [email protected] by Monday, October 7th at 5:00 pm CDT in
order to be addressed at the webinars.
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1.4.3 Communication
All questions shall be submitted to:
E-mail address: [email protected]
E-mail subject line: RECIP 2013
Written communication is required to ensure that all relevant information is made
available to all interested parties. Applicants attempting to ask questions by telephone
will be directed to submit questions by e-mail in the format above. Written responses to
questions will be emailed to the applicant and also posted (without identification of the
asking party) to focusonenergy.com/business/renewable. Communications regarding the
status of this RFP process, including any and all changes and addenda to this RFP or
schedules, will be posted to focusonenergy.com/business/renewable.
Questions submitted to [email protected] by Monday, October 7th at 5:00 pm
CDT will also be addressed during the pre-bid webinars in addition to being posted on
the website.
1.4.4 Submission
Absolutely no proposals will be accepted after the deadline.
Submission Deadline: Friday, November 1, 2013 by 5:00 p.m. Central Daylight Time
Submission Instructions: One hard copy of proposal labeled ORIGINAL and one
electronic copy must be submitted. Compact Discs (CD) OR Flash Drives will be
accepted. Electronic file type preferred is PDF. Completion requirements can be found in
Section 5.
To: Focus on Energy
Attention: RECIP c/o Paul
Address: 1 South Pinckney, Suite 340
Madison, WI 53703
1.4.5 Review Period and Notification
Focus on Energy will notify all Applicants whether their proposal has been awarded,
awarded with contingency, or denied on December 1, 2013. Once notified of award,
Applicants must provide a signed letter of acceptance by January 1, 2014 to the Program
Administrator. If Applicant fails to accept funds by January 1, 2014, the award will be
rescinded and funds reallocated.
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1.5 Incentive Levels
An Applicant’s incentive amount is determined based on the estimated first year net energy
production (or offset) of the system. Applicants must propose a $/kWh and/or $/Therm amount,
up to $0.50/kWh and $1.00/Therm. Focus on Energy will provide up to 25 points to proposals
that are most cost effective to Focus on Energy.
Table 1.3 RECIP Incentive Levels
RECIP Incentive Levels
(based on first year savings) Up to $0.50 per kWh
produced/offset
Up to $1.00 per Therm
produced/offset
Focus on Energy has placed a ceiling on the maximum project incentive so that more renewable
energy systems may be funded. Incentives may not exceed the maximum incentive award
amount listed in Table 1.4 and may not exceed 50% of Total Project Cost, whichever is lesser.
Table 1.4 Minimum and Maximum Incentive Amounts Awarded
Group 1 Minimum
Incentive Award
Maximum
Incentive Award
Biogas $5,000 Lesser of $500,000 or 50% of Total Project Cost
Biomass $5,000 Geothermal $5,000 Lesser of $200,000 or 50% of Total Project Cost
Group 2 Minimum
Incentive Award
Maximum
Incentive Award
Solar Photovoltaic
$5,000 Lesser of $100,000 or 50% of Total Project Cost Solar Thermal
Wind
In addition, the maximum combined incentives (including all energy efficiency and renewable
energy incentives) that an individual Customer may receive from Focus on Energy is capped per
calendar year at $500,000.
1.6 Project Commencement
Projects selected to receive incentives through this Program must ramp-up activities to start
Project implementation within 120 calendar days of Date of Award. Projects that do not begin
within the allotted time will risk losing their award.
1.7 Reporting
Proposed systems that are selected to receive incentives through this Program will be required to
submit quarterly progress updates to Focus on Energy using a reporting template as specified by
Focus on Energy. Further information will be provided upon acceptance of award.
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Projects selected to receive incentives under this Program will be required to submit additional
information, such as documentation of utility interconnection or operational maintenance plan, as
determined by the Focus on Energy Program Administrator. Further information will be
provided after award.
1.8 Payment
Applicants will receive the full incentive award upon completion and verification of the system
by Focus on Energy personnel, with standard processing and review times applied.
1.9 Rejection of Proposals
Focus on Energy reserves the right to reject any proposal. The submission of a proposal under
this RFP confers no right upon any Applicant. Focus on Energy is not obligated to award any
incentives under this RFP, to pay or reimburse any costs incurred by the Applicant during the
preparation and submission of the proposal, or pay any incentive-related costs incurred prior to
the Date of Award. Review Eligibility Requirements / Grounds for Disqualification, Section 2 of
this document, to understand possible reasons for rejecting proposals.
1.10 Disclaimer
Focus on Energy reserves the right to refrain from making any awards under this RFP, and to
issue subsequent request for proposals, should the quality of applications be deemed inadequate.
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SECTION 2. ELIGIBILITY REQUIREMENTS/GROUNDS FOR DISQUALIFICATION
Project proposals must meet all eligibility requirements as well as technology-specific requirements.
Focus on Energy will disqualify project proposals that do not satisfy all eligibility and technology-
specific requirements. Proposals are considered to be incomplete if utility data, system
specifications, vendor’s quote(s), warranty information, and calculation of energy production are not
included. Disqualified and incomplete projects will not be evaluated.
2.1 Utility
The Applicant’s system site must be located in a participating utility service territory. Applicants
that are served by a participating electric provider and participating natural gas provider will
qualify for incentives on both electric and natural gas technologies. Applicants that are served by
a participating electric provider but not a participating natural gas provider will only qualify for
incentives for electric technologies. Applicants that are served by a participating natural gas
provider but not a participating electric provider will only qualify for incentives for natural gas
technologies. Applicants who use Liquid Propane (LP) or other non-qualifying fuels will not
qualify for any natural gas technologies.
To determine whether you are in a participating utility service territory visit
http://focusonenergy.com/about/participating-utilities.
2.2 Customer Type
Eligible Applicants are non-residential rate Customers of participating utilities. Systems must be
installed at a facility served by a participating utility (see Section 2.1). Contractors and Trade
Allies may submit proposals in conjunction with an eligible Customer.
Residential rate class customers are not eligible to submit Proposals under the Renewable Energy
Competitive Incentive Program. A residential rate meter may not be combined with a non-
residential rate meter.
2.3 New Equipment
Repairs, maintenance, retrofits or replacement of components for existing renewable energy
systems are not eligible under this Program. Refurbished and leased equipment is not eligible
under this Program. Additionally, Customers who have purchased equipment prior to award or
otherwise begun the project are not eligible to participate in this Program. Only after an Incentive
Agreement has been signed may new equipment be purchased for installation at the Project site.
Focus on Energy incentives may not be used for the following:
Purchase of real property (land or buildings)
Internal personnel and labor expenses
Feasibility studies and planning efforts
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Leasing equipment
Equipment purchased prior to award
Down payments or purchase orders made prior to award
2.4 Warranty
All proposals must include warranties for both equipment and installation. All warranty terms
must be clearly stated and reflect current industry standards.
2.5 Compliance
Applicant is responsible for identifying and obtaining all necessary permits and permissions,
including local, state and federal permits needed to construct and operate the proposed system.
2.6 System Size
System size is limited by the Customer’s previous year (January through December) energy
consumption in kWh and/or Therms. Energy produced by the renewable energy system must be
used onsite and is not to exceed 125 percent of either kWh and or Therms consumed by the
Customer in a given year, except for farm biogas Projects. If utility data from the previous year
does not fully reflect what 100 percent of kWh and or Therms consumed will be in the future,
such as for new construction projects or expansion, then a well written explanation of what the
annual energy consumption is and proof from a calculation or building energy model must be
provided.
2.7 Required Payback
The calculated simple payback must be greater than 1.5 years or the proposal will be disqualified.
2.8 Maximum Total Project Cost
Proposals that have a Total Project Cost that is larger than the amounts listed in Table 2.1 below
will be disqualified.
Table 2.1 Maximum Total Project Cost
Group 1 Maximum Total Project
Cost
Biogas $5,000,000 Biomass $5,000,000
Geothermal $1,000,000
Group 2 Maximum Total Project
Cost
Solar Photovoltaic $1,000,000 Solar Thermal $1,000,000
Wind $1,000,000
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2.9 Free Ridership
The act of free ridership is prohibited. If the Program Administrator believes that a proposed
project would go forward without the incentive then the Applicant will be deemed a free rider
and the proposal will be disqualified.
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SECTION 3. TECHNOLOGY SPECIFIC REQUIREMENTS
3.1 Multiple Sites
Applicants may apply for renewable energy system installations at multiple sites. Each system
site will be evaluated individually and the maximum project cost may not be exceeded as seen in
Table 2.1 Maximum Total Project Costs. Each project site must be owned by the applicant.
Applicants may use one application for multiple systems that use the same technology.
Applicants must submit multiple applications for multiple technologies.
3.2 Solar PV and Wind Specific Requirements
Energy Generation Metering. Systems must have an electronic method of measuring and
tracking energy production, as well as the capability of retaining data during a power outage. For
analysis and reporting purposes, systems must be able to export and/or upload energy production
information electronically.
3.3 Biogas Specific Requirements
Biogas Cleaning. Focus on Energy strongly encourages Biogas Projects to include installation
of a biogas cleaning system. Biogas cleaning system costs should be included in Total Project
Cost, and any proposed systems which will not utilize a biogas cleaning system must document
the reason why a system is deemed unnecessary. The applicant must also document how the
system longevity will not be adversely affected by the lack of a biogas cleaning system.
Methane Meter. Projects are required to install a biogas or methane meter, so as to measure the
quantity of biogas or methane produced and used for energy application.
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SECTION 4. EVALUATION CRITERIA
4.1 Evaluation Criteria
Proposals will be reviewed initially for completeness and inclusion of all required information
and attachments. Incomplete applications will not be scored. An Evaluation Committee will then
review proposals according to the scoring criteria in Table 4.1 – Evaluation Criteria
Table 4.1 Evaluation Criteria
Evaluation Criteria Possible
Points
Customer Cost-effectiveness: Focus on Energy will calculate cost effectiveness using the
formula below to compare the energy produced/offset for each customer project dollar
spent. The proposals will be ranked by most cost effective projects by technology.
Total annual kBtu produced or offset / Total Project Cost
25
Program Cost-effectiveness: Focus on Energy will calculate cost effectiveness using the
formula below to compare the energy produced/offset for each Focus on Energy incentive
dollar spent. The proposals will be ranked by most cost effective projects by technology.
Total annual kBtu produced or offset / Incentive $
25
Project Completion Date: Projects will be evaluated based on 1) Proposed project
completion date and 2) Customer assurance of project completion date
Table 4.2 Project Completion Date Scoring
Technology
Group
Months between
Award Acceptance
and Completion
Maximum
Points
Awarded:
Point Reductions
Group 1 18 months 10 1 point/month more
than 18 months
Group 2 12 months 10 1 point/month more
than12 months
Table 4.3 Committed Reduction for Not Meeting Project Completion Date
Incentive
Reduction
Points
Awarded
0% 0
5% 2
10% 4
15% 6
20% 8
25% 10
20
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Reasonability of Savings Estimate: Applicants shall provide clear, reasonable
calculations of energy calculations. Specific considerations include:
Well-documented and reasonable assumptions
Clear and accurate calculations
10
System Optimization: Applicants shall demonstrate system optimization. Specific
considerations include:
Utilization of the proposed system to meet Customer’s energy needs
Optimization of engineering design (ex. waste heat/other utilized)
System production aligns with peak demand schedule (if applicable)
System reduces energy use by systems upstream or downstream of the project (i.e.
anaerobic pretreatment)
10
Focus on Energy Impact on Project: Evaluated based on the Applicant’s commitment to
move forward with the project if they receive Focus on Energy incentives. Specific
considerations include:
Likelihood of project to move forward with and without Focus on Energy funding
Capital budget available for project
Other funding opportunities and/or loans, etc.
No penalty for Tax-exempt Applicants ineligible for Federal Tax Credits
10
Total Available Points 100
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SECTION 5. APPLICATION SUBMISSION TEMPLATE
Applicants must submit proposals which contain all of the following items. Proposals which do not
include all of the following items will be disqualified. Short (1-3 paragraph) written summaries are
expected of each section 5.2 through 5.3.9 unless not applicable.
5.1 - Cover Page with Signature
5.2 - Key Project Metrics
5.3 - Scope of Work
5.3.1 - Project Overview
5.3.2 - System Design and Optimization
5.3.3 - Renewable Energy Analysis
5.3.4 - Proposed Incentive Amount
5.3.5 - Project Budget
5.3.6 - Work Plan and Project Timeline
5.3.7 - Focus on Energy Impact on Project
5.3.8 - Utility History
5.3.9 - Input Tracking
5.4 - Supporting Documentation:
Copies of utility data (not required for new construction facilities)
System specifications
Vendor quote
Warranty information
Calculation of energy production
Applicants may use the Application Submission Requirements as a Template. The written portion
of the proposal has a maximum 20 page limit. Attachments shall be limited to supporting
documentation. Marketing materials will not be accepted.
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5.1 Cover Page
The Cover Page Template must be submitted with the proposal. Please copy the template and ensure it is
signed by an authorized representative. Table 5.1 Cover Page Template
Applicant Applicant’s Name Tax Identification Number (9-digit FEIN or SSN)
Project Site
Location
Project Name
Site Address
City County
State: WI Zip
Electric Provider Electric Acct. #
Natural Gas Provider Natural Gas Acct. #
Customer
Primary
Contact and
Mailing
Address
Name
Address
City County
State Zip
Phone Fax
Technology Group 1: Biogas [ ] Biomass [ ] Geothermal [ ]
Group 2: Solar Photovoltaic [ ] Solar Thermal [ ] Wind [ ]
Project
summary
(less than 200
words)
Authorized
Signature Signature Date
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Optional:
Fill in
Contractor
information if
Contractor is
also to be
informed
Contractor Name
Address
City County
State Zip
Phone Fax
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5.2 Key Project Metrics
Applicants must complete Table 5.2 - Key Project Metrics, provided below. Further instructions
for completing Table 5.2- Key Project Metrics are found throughout Section 5.3 – Scope of
Work. Failure to provide this information may result in disqualification of the proposal.
Table 5.2 Key Project Metrics
Key Project Metrics
(a) Net change in electricity (kWh) from renewable technology
(b) Net change in natural gas (Therms) from renewable technology
(c) $/kWh proposed (up to $0.50/kWh)
(d) $/Therm proposed (up to $1.00/Therm)
(e) Total Incentive Amount Requested [(a)(c)+(b)(d)]
(f) Total Project Cost ($)
(g) Project Completion Date
(h) Average Monthly Peak Demand Offset (kW)
(i) Expected Useful Life of renewable technology (years)
(j) New Construction (Yes or No)
(k) Annual Electricity Consumption in 2012 (kWh)
(l) Annual Gas Consumption in 2012 (Therms)
(m) Penalty Agreed to if applicant fails to meet Project Completion Date (%)
Note: Enter N/A for any Metric that does not apply to the proposed system.
5.3 Scope of Work
The scope of work section shall include the following sections (5.3.1 through 5.3.9).
5.3.1 Project Overview
Please include a brief narrative providing a description of the proposed system (including
project background information, specific site location(s), and project objectives); what
benefits the Applicant expects to receive from the system; and an explanation why the
Applicant is pursuing a Focus on Energy incentive.
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5.3.2 System Design and Optimization
Please describe the system’s capacity, utilization, infrastructure integration, and
optimization. This narrative should include the following:
How much energy from the new installation will be utilized on site.
Expected useful life of renewable energy system. (line (i) of Table 5.2 – Key
Project Metrics). This number should appear in the equipment technology
specification sheet or be available from the vendor or manufacturer.
How the processes and systems that will utilize the energy from the proposed
system are currently powered (or how they would be powered for new facilities).
Anticipated changes in building use or process patterns that will impact
utilization of the system.
Concurrent physical improvements to the facility that will impact utilization of
the system.
Methods by which the system will be optimized. For example, the system
provides energy during times the facility is occupied, or has capacity to store
excess energy so that the project truly maximizes the usage of renewable
resources to the site’s needs.
Up to ten (10) points may be awarded to an applicant based on system optimization.
5.3.3 Renewable Energy Analysis
Please provide all calculations and assumptions made to determine the energy input and
output (kWh, Therms) for the proposed system. Provide documentation justifying
assumptions, including the capacity factor, used in calculations. For detailed guidance on
calculating renewable energy production, please refer to the Public Service Commission
of Wisconsin Standard Calculation Recommendations for Renewable Energy Systems:
http://www.focusonenergy.com/sites/default/files/standardcalculationrecommendationsC
Y10_evaluationreport.pdf. Up to ten (10) points may be awarded to applicants based on
reasonability of the project’s savings estimate.
Enter first year net change in kWh and Therms values (Output – Input) from the energy
analysis in lines (a) and (b) of Table 5.2- Key Project Metrics. Enter electrical peak
demand offset in line (h) in Table 5.2 – Key Project Metrics. For solar photovoltaic
projects, peak kW demand offset is one half (1/2) the kW of the system size.
5.3.4 Proposed Incentive Amount
Please enter the proposed $/kWh rate (up to $0.50/kWh) in line (c) and the proposed
$/Therm rate (up to $1.00/Therm) in line (d) of Table 5.2 – Key Project Metrics. Total
incentive amount shall be calculated by summing the products of estimated kWh and
Therm savings by the respective savings rate:
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Line (a) x Line (c) + Line (b) x Line (d)
Where:
Line (a) = Net change in electricity (kWh) from renewable technology
Line (b) = Net change in natural gas (Therms) from renewable technology
Line (c) = $/kWh proposed (up to $0.50/kWh)
Line (d) = $/Therm proposed (up to $1.00/Therm)
Projects with parasitic energy loads (additional kWh or Therms used as a result of the
project) should enter a negative kWh or Therm value in the equation above so that the
parasitic loss is deducted from the final incentive amount. Enter total incentive amount
requested in line (e) of Table 5.2 – Key Project Metrics. Up to 25 points may be awarded
to applicants based on the project’s cost effectiveness to Focus on Energy.
5.3.5 Project Budget
Please provide a description of the Project Budget, as well as an itemized list of proposed
equipment and the Total Project Cost. Total Project Cost includes renewable energy
generating equipment, materials, and any ancillary improvements required to construct a
fully functional renewable energy system, as well as installation labor costs. Feasibility
studies and other investigation costs are not included in Total Project Cost. If costs
would be incurred in the absence of the renewable energy system, they are not considered
part of the Total Project Cost.
Table 5.3- Total Project Costs is provided below as a template. Additional lines may be
added to this table. Once Total Project Cost is calculated, enter the total amount into line
(f) of Table 5.2 – Key Project Metrics. Up to 25 points may be awarded to applicants
based on the project’s cost effectiveness to the customer.
Table 5.3 Total Project Costs
Line Item Cost Description Cost ($)
1. $
2. $
3. $
4. $
5. $
Total Project Cost
(Enter this value into line (f) of Table 5.2 – Key Project Metrics)
$
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5.3.6 Project Timeline and Completion Date
Please submit a detailed Work Plan that describes all tasks, deliverables and Project
milestones for the proposed system. A sample project timeline table is provided as Table
5.4; however Applicants may submit a Gantt or equivalent. Enter the estimated project
completion date in line (g) of Table 5.2 – Key Project Metrics. The project completion
date is the date the project is fully installed and operating and all paperwork has been
correctly submitted to Focus on Energy. Up to ten (10) points may be awarded to an
applicant for project completion date.
Table 5.4 Project Timeline
The applicant commits to having this project fully installed and operating and all
paperwork correctly submitted to Focus on Energy by the date specified in line (g) of
Table 5.2 above. If the applicant fails to meet the project completion date, the applicant
agrees that the Focus on Energy incentive for the project may be reduced by Focus on
Energy by (select one):
___ 0% = 0 points
___ 5% = 2 points
___ 10% = 4 points
___ 15% = 6 points
___ 20% = 8 points
___ 25% = 10 points
All applicants awarded an incentive must sign a formal statement committing to the
agreed upon penalty above for failure to meet project completion date (statement to be
provided upon notification of award).
Task
Quarter/Year
Completion Date
(E.g. Q3/2014)
1.
2.
3.
Estimated Project Completion Date
(Date by which project is fully installed, operational, and all
paperwork is correctly submitted to Focus on Energy)
(enter specific date)
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Up to ten (10) additional points may be awarded to applicants who commit to a specific
penalty if the project completion date is surpassed for any reason. Enter the specific
penalty that the applicant agrees to in line (m) of Table 5.2 – Key Project Metrics.
5.3.7 Focus on Energy Impact on Project
Please describe why Focus on Energy funding is needed to move forward with the
project, including the likelihood of the project to move forward with and without Focus
on Energy funding. Please identify any other additional funding sources in Table 5.5 –
Funding Sources. Additional lines may be added to this table. Up to ten (10) points may
be awarded to an applicant based on Focus on Energy impact on the project.
Table 5.5 Funding Sources
Source Use/Purpose Funding Amount
% of
Total Project Cost
1.
2.
3.
5.3.8 Utility History
Please attach utility statements for all energy consumption in 2012 (January 1, 2012
through December 31, 2012). If statements for all of 2012 are not provided then the
proposal may be disqualified. Enter the 2012 annual electricity consumption and natural
gas consumption in line (k) and (l), respectively, in Table 5.2 – Key Project Metrics.
If the proposed system is to be installed as part of a new construction project that does
not have 2012 utility data, please explain the expectations of annual energy consumption
for the facility. This is required to determine a ratio of the effects of the installation of
the renewable energy technology compared with the projected energy consumption for
the space. Please indicate whether the project is associated with new construction by
answering yes or no in line (j) of Table 5.2 – Key Project Metrics.
5.3.9 Input Tracking
Applicants that are proposing a biomass system must provide a detailed plan of tracking
all Renewable Fuel inputs into the biomass system. This requirement is only applicable to
biomass projects.
5.4 Supporting Documentation (All attachments required unless explicitly stated otherwise)
Copies of utility data (not required for new construction facilities, defined above)
System specifications
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Vendor quote
Warranty information
Calculation of energy production
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