STANDARD OFFER
PROGRAM
2012 WORKSHOP
RESIDENTIAL
&
HARD TO REACH
WELCOME & INTRODUCTION
 CHARLIE
FLYNN
◦ DIRECTOR, ENERGY EFFICIENCY
 JARRETT
SIMON
◦ MANAGER, PROGRAM IMPLEMENTATION
 YOLANDA
SLADE/SHEA RICHARDSON
◦ PROGRAM MANAGER, STANDARD OFFER
PROGRAMS
 ROXANNE
MCFARLAND
◦ ADMINISTRATION, RESIDENTIAL STANDARD
OFFER PROGRAMS
AGENDA
2011 PROGRAM SUMMARY
2012 PROGRAM OVERVIEW
PROGRAM DESCRIPTIONS
˚ RESIDENTIAL
˚ HARD TO REACH
SUPPLIER DIVERSITY
SOP DATABASE
Q&A
DRAWING
LUNCH
2011 PROGRAM SUMMARY
YTD
◦
◦
◦
◦
RESULTS
6,323 TOTAL INSTALLS
2,587 TOTAL KW SAVED
6,242,476 TOTAL KWH SAVED
$2,191,350 INCENTIVE DOLLARS
EOY
GOALS
◦ 3500 KW
◦ 7,000,000 KWH
◦ $2,750,000 INCENTIVE
2011 PROGRAM
SUMMARY
 HTR
◦
◦
◦
◦
◦
YTD RESULTS
1650 CUSTOMERS
3563 INSTALLS
1323 KW SAVED
3,045,244 KWH SAVED
$1,266,539 INCENTIVES
 EOY
GOALS
◦ 1,790 KW
◦ 4,731,000 KWH
◦ $1,650,000 INCENTIVE
 RES
◦
◦
◦
◦
◦
YTD RESULTS
514 CUSTOMERS
1032 INSTALLS
392 KW SAVED
868,025 KWH SAVED
$216,959 INCENTIVES
 EOY
GOALS
◦ 1,130 KW
◦ 2,826,000 KWH
◦ $600,000 INCENTIVE
2012 OVERVIEW
STANDARD OFFER PROGRAM
˚ FIRST COME / FIRST SERVED
 INCENTIVE DOLLARS DIVIDED INTO 3
CATEGORIES
 INTERNET APPLICATION ONLY
PARTICIPATION LEVELS
˚ ONE INCENTIVE BUCKET FOR EACH
CATEGORY
 RES
 HTR
 ASF
STANDARD OFFER PROGRAM
 CNP
PROVIDES A SET INCENTIVE
PAYMENT TO PROJECT SPONSORS FOR
EACH KW AND KWH SAVED
◦ PROJECT SPONSORS AGREE TO DELIVER A
STIPULATED AMOUNT OF KW AND KWH SAVINGS
◦ ALL PAYMENTS ARE BASED SOLELY UPON KW
AND ANNUAL KWH SAVINGS
◦ EMPHASIS PLACED ON PEAK SUMMER DEMAND
SAVINGS
◦ MEASURES MUST EXCEED CURRENT FEDERAL
MINIMUM EFFICIENCY STANDARD
PROGRAM ROLES
PROGRAM ADMINISTRATOR
PROJECT SPONSOR
CUSTOMER
PROGRAM ADMINISTRATOR CENTERPOINT ENERGY
OVERSEE THAT PROGRAMS FOLLOW
PUCT RULES
ADJUST PROGRAM BUDGETS AS
NEEDED
REVIEW, APPROVE OR REJECT
PROGRAM APPLICATIONS
VERIFY AND INSPECT THAT MEASURES
MEET INTENDED PURPOSE
ADMINISTER INCENTIVE DOLLARS
PROJECT SPONSOR
 IDENTIFY
PROJECT OPPORTUNITIES
◦ ACCURATELY IDENTIFIES ENERGY EFFICIENCY
MEASURES TO BE INSTALLED
◦ MARKETING
 VERIFY
CUSTOMER ELIGIBILITY
◦ CUSTOMER IN CNP ELECTRIC SERVICE
TERRITORY
◦ HTR CUSTOMERS’ ELIGIBILITY VERIFIED
ACCORDING TO PUCT-APPROVED
PROCEDURES
 INSTALL
AND DOCUMENT ENERGY SAVINGS
PROJECT SPONSOR
REQUIREMENTS
(CONT.)
 PROJECT
SPONSORS MUST HAVE:
◦ ALL APPROPRIATE
LICENSES/CERTIFICATIONS
◦ EVIDENCE OF TECHNICAL AND
MANAGERIAL CAPABILITIES AND
EXPERIENCE
◦ EVIDENCE OF FINANCIAL CAPABILITY
◦ ADEQUATE INSURANCE
◦ REFERENCES
CUSTOMER
CUSTOMER
ELIGIBILITY:
◦ RESIDENTIAL
 CNP ELECTRIC DISTRIBUTION
CUSTOMER
 CUSTOMER MAY PURCHASE
ELECTRICITY FROM ANY SUPPLIER
◦ MULTI-FAMILY
 INDIVIDUALLY METERED UNITS
◦ AFFORDABLE SINGLE FAMILY
 TARGET LOW INCOME MARKET
 SIGNS
ACKNOWLEDGMENT FORM
CUSTOMER ELIGIBILITY
HARD-TO-REACH CUSTOMERS ARE
DEFINED AS RESIDENTIAL CUSTOMERS
WHO HAVE HOUSEHOLD INCOME AT
OR BELOW 200% OF FEDERAL POVERTY
GUIDELINES.
HARD TO REACH INCOME
ELIGIBILITY
SIZE OF FAMILY
1
2
3
4
5
6
7
8
Each additional person:
ANNUAL INCOME
$21,780
$29,420
$37,060
$44,700
$52,340
$59,980
$67,620
$75,260
$7,640
*INCOME GUIDELINES
UPDATED EVERY APRIL
2012 RESIDENTIAL
SINGLE-FAMILY /
MANUFACTURED
HOMES
 RETROFIT
 NO SHOWERHEADS
 NO SOLAR SCREENS

MULTI-FAMILY
RETROFIT
DEEMED SAVINGS
SIMPLIFIED M&V
M&V
2012 HARD-TO-REACH
RETROFIT
SINGLE-FAMILY / MULTI-FAMILY
REQUIRES AN ENVELOPE MEASURE:
˚
˚
˚
˚
˚
AIR INFILTRATION
CEILING INSULATION
WALL INSULATION
FLOOR INSULATION
DUCT SEALING
DEEMED SAVINGS ONLY
NEW CONSTUCTION
˚ AFFORDABLE SINGLE FAMILY
2012 HARD-TO-REACH (CONT.)
 IF
HOME QUALIFIES FOR ANY
ENVELOPE MEASURE; THE
FOLLOWING MEASURES ARE
ALLOWED:
◦ SCREW IN CFL’S
◦ SOLAR SCREENS
◦ WINDOW A/C’S
◦ LOW FLOW SHOWERHEADS
HTR COMPREHENSIVENESS
 TESTING
◦ PRE & POST TESTING
 DUCT EFFICIENCY
 AIR INFILTRATION
◦ CARBON MONOXIDE
 HOMES WITH COMBUSTION EQUIPMENT
• EQUIPMENT MUST BE ON AND OPERATIONAL IN
ORDER TO COMPLETE ACCEPTABLE CO TEST
AFFORDABLE SINGLE-FAMILY
NEW CONSTRUCTION
 IN
ORDER TO QUALIFY, THE HOME
MUST:
◦ BE CONSTRUCTED TO MEET ENERGY STAR®
STANDARDS, AS CERTIFIED BY A QUALIFIED
HOME ENERGY RATER, AND
◦ TARGET POPULATIONS WITH INCOMES AT
OR BELOW HTR INCOME GUIDELINES
◦ INCENTIVES ARE BASED ON PER-HOME KW
AND KWH SAVINGS ESTIMATES DERIVED
FROM CNP’S ENERGY STAR® NEW HOME
PROGRAM
AFFORDABLE SINGLE-FAMILY
NEW CONSTRUCTION
 IF
CONSTRUCTED UNDER THE
FOLLOWING:
◦ HABITAT FOR HUMANITY
◦ HOME
◦ CDC
◦ HOUSING TRUST FUNDS (STATE OR LOCAL)
APPLICATION FORMS
 THE
FOLLOWING INFORMATION MUST BE
SUBMITTED AS PART OF THE
APPLICATION PROCESS:
◦
◦
◦
◦
◦
◦
◦
PROJECT SPONSOR INFORMATION
PROJECT DESCRIPTION
ESTIMATED IMPACTS
MARKETING PLAN
PROJECT SPONSOR’S QUALIFICATIONS
PROOF OF ADEQUATE INSURANCE
REFERENCES
PROGRAM PROCESS
APPLICATION MADE BY SPONSOR
REVIEW BY CNP
COMPLETE WORK MANAGEMENT
SCHEDULE
INSTALLATION OF MEASURES BY
SPONSOR
MEASURES INSPECTED BY
CNP/DESIGNEE
PAYMENT MADE TO SPONSOR
PROJECT PROCESS
 PROCESS:
◦ SUBMIT SIGNED CONTRACT (IF NECESSARY)
◦ COMPLETE NECESSARY PAPERWORK AND
INSURANCE REQUIREMENTS
◦ SET MILESTONE DATES:
 25% BY APRIL 5, 2012
 50% BY JUNE 5, 2012
 75% BY SEPTEMBER 5, 2012
SOP PROGRAM INCENTIVES
 ALL
INCENTIVES ARE PAID DIRECTLY TO
PROJECT SPONSOR, NOT THE CUSTOMER.
 PROJECT SPONSOR IS NOT REQUIRED TO
PASS ANY INCENTIVE PAYMENT TO
CUSTOMER.
 PUCT REQUIRES THAT THE HOST CUSTOMER
AGREEMENT DISCLOSE THAT INCENTIVES
ARE BEING MADE AVAILABLE TO THE
PROJECT SPONSOR “THROUGH A
RATEPAYER-FUNDED PROGRAM,
MANUFACTURERS, OR OTHER ENTITIES.”
PAYMENT PROCEDURES
PROJECT SPONSORS SHOULD SUBMIT INVOICE VIA
DATABASE BY LAST DAY OF EACH MONTH
◦ MAILED HARD COPIES SHOULD BE POSTMARKED
NO LATER THAN 5TH OF FOLLOWING MONTH
 CNP/DESIGNEE WILL INSPECT A RANDOM SAMPLE
OF MEASURE INSTALLATIONS. INCENTIVE
PAYMENTS MAY BE ADJUSTED BASED ON
INSPECTION RESULTS.
 FOR DEEMED SAVINGS OPTION, CNP/DESIGNEE
PERFORMS INSPECTIONS, AND PAYS WITHIN 45
DAYS, PROVIDING INVOICE IS COMPLETE AND
CORRECT.

2011 PROGRAM CONCERNS
SPONSOR MUST HAVE CLEARLY MARKED VEHICLES
AND EMPLOYEE IDENTIFICATION
 INACCURATE PRE ASSESSMENTS, IE ATTIC
INSULATION
 NO “DO OVERS”, ALL INSPECTION FINDINGS ARE
FINAL
 HARRISBURG SERVICE CENTER IS DELIVERY SITE
FOR SHOWERHEADS
 MISSING 5 DAY WINDOW FOR INVOICE
CORRECTIONS
 CUSTOMERS NOT ALLOWING CNP INSPECTION
TEAM ACCESS TO HOME
 CASTING CNP IN A NEGATIVE LIGHT

CONTINUING FOR 2012
PROGRAM MANUALS ARE AVAILABLE FOR
DOWNLOAD VIA INTERNET
PROGRAM OUTLINE AND PRESENTATION ARE
AVAILABLE FOR DOWNLOAD VIA INTERNET
COMPLIANCE MEETING WILL BE HELD
DECEMBER 15, 2011
CERTIFIED HERS RATER REQUIRED TO
IMPLEMENT DUCT AND AIR INFILTRATION
MEASURES
CONTINUING FOR 2012
 EXCESS
OF 3 FAILURES FOR SAME MEASURE
WILL RESULT IN SUSPENSION OF FAILED
MEASURE UNTIL FURTHER NOTICE
◦ INCLUDING SUB-CONTRACTORS
 INCENTIVE
MEASURES
RATE CHANGES ON SELECTED
 NEW
HOMES BUILT 2002 OR LATER ARE NOT
ELIGIBLE FOR INCENTIVE
 ENERGY
STAR HOMES NOT ELIGIBLE FOR
ENVELOPE MEASURES
CHANGES FOR 2012

NEW HTR PROGRAM MANAGER: SHEA
RICHARDSON

LARGE & SMALL PROJECT DESIGNATIONS WILL BE
ELIMINATED

MONTHLY MINIMUM & MAXIMUM INVOICES
◦ HTR - $5,000
◦ RES – $2,500

MILESTONES WILL BE ASSESSED ON A QUARTERLY
BASIS
CHANGES FOR 2012 (CONT.)

NO FUNDING RESERVATION FOR SPONSORS

PROJECT SPONSORS MAY SUBCONTRACT FOR NO MORE
THAN 5 COMPANIES

IF YOUR COMPANY HAS A SUBCONTRACTOR, YOU MAY
NOT SUBCONTRACT FOR ANY OTHER COMPANY

ALL INSTALLATIONS MUST BE INVOICED NO LATER THAN
30 DAYS AFTER COMPLETION

ALL WORK MUST BE SCHEDULED DURING STANDARD
BUSINESS HOURS (M-F 8-5PM) NO WEEKEND WORK
CHANGES FOR 2012 (CONT.)
 DUCT
EFFICIENCY TESTING METHOD MUST BE
STATED IN PROJECT APPLICATION
 REFER
TO INSTALLATION STANDARDS FOR
DUCT EFFICIENCY TESTING METHOD
(SEE APPENDIX B)
 INCENTIVE
RATE CHANGES (CFL/DUCT
EFFICIENCY)
 CFL
MAXIMUM OF 15 PER HOME
RES INCENTIVE RATES
Residential Standard
Offer Rates
Standard (all other
measures)
Ceiling Insulation
Compact Fluorescent
Lamps
Central AC and HP
Replacements
Window AC Replacement
Only
Window AC Replacement
+ Duct Sealing
Demand (kW)
$265
Energy (kW)
$0.091
$500
$0.20
$135
$0.05
$477
$0.16
$494
$0.33
$477
$0.284
HTR INCENTIVE RATES
Hard-to-Reach Incentive
Rates
Demand (kW)
Standard (all other measures)
$477
Energy (kWh)
$0.16
Ceiling Insulation
$519
$0.35
Duct Sealing
$395
$0.14
Compact Fluorescent Lamps
$240
$0.08
Central AC and HP
Replacements
Window AC Replacement
Only
Window AC Replacement +
Duct Sealing
Affordable Single Family
Construction
$519
$0.35
$519
$0.35
$500
$0.300
$500
$0.20
PROGRAM REMINDERS
FOR ALL INVOICE DISCREPANCIES, PROJECT
SPONSOR SHALL HAVE 5 BUSINESS DAYS TO SUBMIT
CORRECTION
˚ FAILURE TO DO SO, WILL RESULT IN EXCLUSION OF
THAT CUSTOMER
HARD COPIES OF THE INVOICE MUST BE
POSTMARKED OR DELIVERED TO CNP OFFICE NO
LATER THAN THE 5TH OF THE INVOICE MONTH
SUBMIT INVOICE REPORT PAGE FROM DATABASE
WITH INVOICE
˚ CUSTOMERS SHOULD BE PLACED IN ORDER AS THEY
APPEAR ON INVOICE PAGE
PROGRAM REMINDERS (CONT.)
MANDATORY
DATABASE
SCHEDULING
HOMES
WITH WINDOW UNITS ARE
NOT ELIGIBLE FOR DUCT
EFFICIENCY, UNLESS REPLACED
WITH ENERGY STAR UNIT
MUST
PERFORM “WHOLE HOUSE”
APPROACH; IE ALL STORIES
PROGRAM REMINDERS (CONT.)
 FURNACE
MUST BE ON & OPERATIONAL TO
CONDUCT PROPER CO TEST
 INFORM CUSTOMER THAT CNP MAY DO
FIELD INSPECTION, IF CNP CANNOT GAIN
ACCESS, IT BECOMES THE PROJECT
SPONSORS RESPONSIBILTY TO GET
PERMISSION, IF NOT, THAT HOME WILL BE
COUNTED AS AN INSPECTION FAILURE
 FILL-INS ARE ONLY ELIGIBLE ON DAYS
WHEN WORK IS PREVIOUSLY SCHEDULED,
CANNOT INCLUDE A FILL-IN ON A NON
WORK DAY
PROGRAM WEBSITES
 PROGRAM
◦
◦
◦
◦
◦
◦
WEB SITE HAS:
PROGRAM ANNOUNCEMENTS
PROGRAM MANUALS FOR DOWNLOAD
HELPER APPLICATIONS
FAQS
INFORMATION ON AVAILABLE FUNDING
PROGRAM CONTACTS AND LINKS
 WWW.CENTERPOINTEFFICIENCY.COM
2012 PROGRAM BUDGETS
RES
˚ RETROFITS
$500,000
HTR
˚ RETROFITS
$1,700,000
˚ AFFORDABLE
SINGLE FAMILY
$50,000
2011PROGRAM TIMELINE
 JUNE 5TH,
50% MILESTONE
◦ 80% SPONSORS MET/EXCEED GOAL
 SEPTEMBER 5TH,
80% MILESTONE
◦ 90% SPONSORS MET/EXCEED GOAL
 NOVEMBER
18, 2011
 NOVEMBER
30, 2011
◦ LAST WORK DAY
◦ FINAL INVOICE DUE TO CNP OFFICES
2012 PROGRAM TIMELINE
2012 HTR APPLICATIONS
˚ OPEN NOV. 10TH, SUBMIT NOV. 17TH @ 10AM, CST
• AFFORDABLE SINGLE FAMILY, SUBMIT @ 2PM 11/18
2012 RES APPLICATIONS
˚ OPEN NOV. 10TH, SUBMIT NOV. 17TH @ 2PM, CST
COMPLIANCE WORKSHOP
˚ DEC. 15, 2011
JANUARY 2, 2012
˚ FIRST WORK DAY FOR 2012 SPONSORS
2012 PROGRAM TIMELINE (CONT.)
 APRIL 5, 2012
◦ 25% MILESTONE
 JUNE
5, 2012
◦ 50% MILESTONE
 SEPTEMBER
5, 2012
◦ 75% MILESTONE
 NOVEMBER
16, 2012
 NOVEMBER
30, 2011
◦ LAST WORK DAY
◦ FINAL INVOICE DUE TO CNP OFFICE
SUPPLIER DIVERSITY
SUPPLIER DIVERSITY
POLICY STATEMENT
 CENTERPOINT
ENERGY, INC. RECOGNIZES
THE IMPORTANCE OF MINORITY AND
WOMEN-OWNED BUSINESS ENTERPRISES
(MWBE) TO THE ECONOMIES OF THE NATION,
THE STATE, AND THE COMMUNITIES IT
SERVES, AS WELL AS THE CORPORATION
ITSELF.
 THEREFORE, WE ARE COMMITTED TO
PURSUING BUSINESS RELATIONSHIPS WITH
SUCH ENTERPRISES AND USING INNOVATIVE
APPROACHES DESIGNED TO CONTINUALLY
IMPROVE BUSINESS OPPORTUNITIES.
SUPPLIER DIVERSITY
CENTERPOINT ENERGY
JEWEL SMITH, MANAGER OF SUPPLIER DIVERSITY
(713)207- 6951; JEWEL.SMITH@CENTERPOINTENERGY.COM
STEVE DUKES, SUPPLIER DIVERSITY COORDINATOR
(713)207- 3388; STEVE.DUKES@CENTERPOINTENERGY.COM
HOUSTON MINORITY BUSINESS COUNCIL
CONSTANCE JONES (713)271–7805; WWW.HMBC.ORG
WOMEN’S BUSINESS ENTERPRISE ALLIANCE
SUSAN REPKA (713)681–9232; SREPKA@WBEA-TEXAS.ORG
CONTRACTING PROCESS

SUPPLIER REGISTRATION - NEW VENDORS

PROGRAM APPLICATION & APPROVAL

INTERNAL REQUISITION SUBMITTED &
APPROVED

SUPPLIER & VENDOR NUMBER VERIFIED

CREATE CONTRACT DOCUMENTS

STANDARD TERMS AND CONDITIONS

CONTRACT EXECUTION

PROJECT COMPLETION/VERIFICATION

INVOICE & PAYMENT
NEW VENDORS
 SUPPLIER
REGISTRATION
◦ WWW.CENTERPOINTENERGY.COM/ABOUT/
CONTACT/SUPPLIERS
 VENDOR
REGISTRATION
◦ IRS FORM W-9 (EMPLOYER IDENTIFICATION NO.)
◦ ELECTRONIC FUNDS TRANSFER
AUTHORIZATION
◦ EID AND EFT INFORMATION IS VERIFIED BY A.P.
DATABASE UPDATES
MONITORED BY:
FRONTIER
ASSOCIATES
REGISTER AS A NEW USER
REGISTRATION FORM
APPLICATION LANDING PAGE
SUBMIT AN APPLICATION
ALL
APPLICATIONS SHOULD BE
COMPLETE AND ACCURATE
AND READY TO BE SUBMITTED
ONE DAY PRIOR TO THE
PROGRAM SUBMIT DATE.
YOUR
APPLICATION WILL BE
AVAILABLE FOR EDITING UP
UNTIL THE TIME THE
APPLICATION CAN BE
SUBMITTED.
SUBMIT AN APPLICATION
On the designated submit day, the
“Submit” button for that program
will become active after refreshing
the screen at the program submit
time.
RANDOM 4-DIGIT NUMBER
1. Enter the random 4-digit number as displayed on the screen in the box provided.
2. Click on the “Submit Application” button. This submits the application.
2012 DATABASE NAVIGATION
Navigation Menu
NEW FEATURES IN 2012
DOCUMENT
UPLOAD FEATURE
CEILING
INSULATION R-VALUE
CALCULATOR
MILESTONE
REMINDERS
DOCUMENT UPLOAD FEATURE UPLOAD SPONSOR DOCUMENTS
DOCUMENT UPLOAD FEATURE
–SPONSOR DOCUMENTS
DOCUMENT UPLOAD
FEATURE – UPLOAD
CUSTOMER DOCUMENTS
DOCUMENT UPLOAD FEATURE
CEILING INSULATION RVALUE CALCULATOR
2012 DUCT EFFICIENCY TOOL
CHANGES
NEW
BUILDING TYPE
◦ “MULTI-FAMILY, SINGLE STORY”
OPTION
NEW
AIR HANDLER LOCATION
◦ SEMI-CONDITIONED SPACE
ENERTREK CONTACTS
LANI CLARK
LCLARK@FRONTIERASSOC.COM
KYLE CAFFEY
KCAFFEY@FRONTIERASSOC.COM
QUESTIONS?
DOOR PRIZES
CONTACT INFORMATION
YOLANDA SLADE
o PHONE: 713-207-7762
o EMAIL –
YOLANDA.SLADE@CENTERPOINTENERGY.COM
SHEA RICHARDSON
o PHONE: 713-207-3526
o EMAIL –
SHEA.RICHARDSON@CENTERPOINTENERGY.COM
ROXANNE MCFARLAND
o PHONE: 713-207-3511
o EMAIL –
ROXANNE.MCFARLAND@CENTERPOINTENERGY.COM
WEBSITE:
o WWW.CENTERPOINTEFFICIENCY.COM