Smart Energy Existing Homes Program - … Smart Energy Existing Homes Program is an integral part of...

Smart Energy Existing Homes Program2015 - 2016 Trade Ally Resource Kit

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I. Program OverviewHomeowner EligibilityMeasure EligibilityTrade Ally EligibilityParticipation ProcessQuality Assurance and Quality Control

II. Application and AgreementParticipation AgreementRebate Application

III. Technical FormsHVAC Quality InstallationHVAC Duct ImprovementHVAC Tune-UpHeat Pump Water Heater Geothermal HVAC Quality InstallationThermostat Rebate Application

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Smart Energy Existing Homes Program Trade Ally Resource Kit

Program Overview

The Smart Energy Existing Homes Program is an integral part of Santee Cooper’s overall efforts to Reduce the Use of electricity. The Program offers home energy evaluations and financial assistance for energy efficiency improvements that are designed to improve the affordability of customers’ homes year-round.

Santee Cooper provides rebates and low-interest financing for qualifying energy efficiency improvements. The table below outlines the rebates currently available.

Eligible Measures Requirements Rebate Amount

Ceiling Insulation

• Existing ceiling insulation must be ≤ R-19 • Ceiling insulation must be increased to at least R-38

$6 per 100 sq. ft.

• Existing ceiling insulation must be ≤ R-11 • Ceiling insulation must be increased to at least R-38

$13 per 100 sq. ft.

Air Infiltration Improvement • Home envelope leakage must be reduced by at least 10% • Air infiltration improvement requires test-in value ≥ 8 ACH50

$15 per 100 CFM50

Heat Pump

• Minimum system efficiency: o Split system of ≥ 15 SEER, 8.5 HSPF or o Packaged system of ≥ 14 SEER, 8 HSPF

• Unit ≤ 65,000 Btu/h (5.4 tons) • Meet requirements as outlined on Quality Installation Form

$400 to Customer $50 to Trade Ally

• Minimum system efficiency: o Split system of ≥ 17 SEER, 9.0 HSPF or o ENERGY STAR ® qualified Geothermal system

• Unit ≤ 65,000 Btu/h (5.4 tons) • Meet requirements as outlined on Quality Installation Form

$600 to customer $75 to Trade Ally

Duct Improvement • No more than 20% total CFM duct leakage • Meet requirements as outlined on Duct Improvement Form

$75 per 25 CFM25

Heat Pump Tune-Up • Santee Cooper Trade Ally’s service technician must perform and provide documentation of services as outlined on Tune-up Form. $50 to Trade Ally

Thermostat • Must be WiFi Enabled • Must be EITHER Self-learning OR Occupancy Sensing

$125

Heat Pump Water Heater • ENERGY STAR® qualified System must be installed in unconditioned attached space $400

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Multi-Family Heat Pump >= 15 SEER $200 to customer

Eligible Measures Requirements Rebate Amount

Solar Water Heater

• SRCC OG-300 certified • The System collector(s) must have a ten-year warranty • System installation must maximize available solar resource, with no shading

over the collector between 9 a.m. and 3 p.m. • System must have tilt ≤ 55° and azimuth angle ≤ 65° • System must be in compliance with all applicable codes and standards and

must have all necessary permits • Systems that heat pools or hot tubs separate from the property’s main water

heating system are not eligible for this incentive

$700

Smart Energy Existing Home Bonus

• Install three or more qualifying measures. Qualifying measures include: o Ceiling Insulation o Air Infiltration Improvement o Heat Pump o Duct Improvement o Heat Pump Water Heater o Solar Water Heater o Self-Programming Thermostat

• All three measures installation completed in 60 days period

$200 to customer $100 to Trade Ally

NOTE: Rebates are paid to customer unless otherwise indicated *This table is intended to provide an overview of the rebate structure. See “Measure Eligibility” for full requirements.

Santee Cooper Energy Advisors will inspect homes to ensure the home and equipment meet the program’s energy- efficiency guidelines. A homeowner can receive the rebates once they successfully demonstrate the home and/or equipment meet the program’s energy efficiency requirements.

Note: Santee Cooper also provides low-interest financing for energy efficiency upgrades as part of its Smart Energy Loan Program. The details of the Smart Energy Loan Program are not included in this program manual. Please refer to the loan materials for more information.

Homeowner Eligibility

The Smart Energy Existing Homes Program is available to Santee Cooper residential customers who own a home that meets the following requirements:

• The home must be separately metered and receive electrical service from Santee Cooper. • The home must be single-family construction or a unit in a multi-family building that has its own heating, cooling, and hot

water systems, separate from other units. • The home must be at least five years old. • The home must be all electric excluding hybrid heat pumps and gas fireplaces.

NOTE: Tenants of rental homes can participate only if the residential homeowner submits a Homeowner Participation Agreement and the appropriate rebate and/or loan application(s) to Santee Cooper.

Measurement Eligibility

Customers will be eligible for a rebate under the Program if improvements installed meet the eligibility requirements specified below.

Measures Requirements Ceiling Insulation ❒ Ceiling insulation must be increased to at least R-38

• Tier 1: ◊ Existing ceiling insulation must be ≤ R-19

• Tier 2: ◊ Existing ceiling insulation must be ≤ R-11

Air Infiltration Improvement

❒ Home envelope leakage must be reduced by at least 10%

• Air infiltration improvement requires test-in value ≥ 8 ACH50

• Mechanical ventilation must be referenced as recommended or installed in accordance with BPI’s technical standard (see http://www.bpi.org/standards_ approved.aspx)

Heat Pump

❒ Minimum system efficiency:

• Tier 1 ◊ Split system of ≥ 15 SEER, 8.5 HSPF as verified by AHRI or, ◊ Packaged system of ≥ 14 SEER, 8 HSPF as verified by AHRI

• Tier 2 ◊ Split system of ≥ 17 SEER, 9.0 HSPF as verified by AHRI or, ◊ ENERGY STAR qualified Geothermal system

❒ Air source split system or packaged unit ≤ 65,000 Btu/h (5.4 tons) ❒ Split system equipment must be a matched system (tested and rated) per AHRI ❒ Equipment must be purchased from and installed by participating Santee Cooper Trade Ally ❒ Santee Cooper Trade Ally must perform an ACCA Manual J 8th edition residential load

calculation on the home prior to equipment selection and purchase ❒ Heat Pump Quality Installation Requirements must be met

1Exceptions to the EER standard may be granted on a case by case basis

http://www.bpi.org/standards_

Measures Requirements Duct Improvement Santee Cooper Trade Ally’s service technician must perform and provide documentation of

proper duct improvement or replacement as outlined below: ❒ Acceptable procedures:

• Duct pressurization test through a calibrated fan or orifice (duct registers are sealed, a fan is attached to one opening, the ducts are pressurized to match the system operating pressures, and the amount of air flowing through the fan is quantified.

• Blower door subtraction method (a calibrated fan measures whole-building leakage, then the duct grilles are sealed and the house re-measured; the difference is the amount of leakage attributable to the duct system)

❒ Requirements for rebate eligibility: • Measure airflow across the indoor coil as stated in acceptable procedures above and

verify the CFM meets the requirements of ACCA Standard 5. • No more than 20% total CFM duct leakage. (The total duct leakage requirement pertains

to the percentage of CFM leakage as compared to the overall air handling fan flow operating at design conditions. The total duct leakage shall be based on the higher design airflow, i.e. the higher of the winter heating airflow or of the summer cooling airflow.) Refer to specific equipment method for system pressurization requirements for testing.

❒ Rebates are based on repairing or replacing the system, retesting the system and meeting minimum requirements. If initial testing results in a system that passes the minimum requirements and no repair is necessary, system is not eligible for rebates.

❒ Existing systems with initial testing results of greater than 50% leakage will have the pre-testing leakage value capped at 50% of system capacity for purposes of incentive calculation.

Heat Pump Tune-Up

Santee Cooper Trade Ally’s service technician must perform and provide documentation of services including, but not limited to items outlined below: ❒ Check thermostat settings to ensure the heating and cooling system turns on and ❒ off at the programmed temperatures ❒ Tighten all electrical connections and measure voltage and current on motors ❒ Lubricate moving parts ❒ Check and inspect the condensate drain ❒ Check system controls to ensure proper and safe operation ❒ Inspect, clean, or change the air filter ❒ Clean indoor and outdoor coils ❒ Clean and adjust blower components to provide proper system airflow ❒ Check refrigerant charge per the requirements listed on Tune-up Form and adjust if

necessary to make sure it meets program requirements

2Energy Advisor may complete system testing if Trade Ally does not have equipment or training

Measures Requirements Thermostat ❒ Must be WiFi Enabled

❒ Must be EITHER Self-learning OR Occupancy Sensing

Heat Pump Water Heater ❒ ENERGY STAR® qualified ❒ System must be installed in unconditioned attached space ❒ System must be installed according to manufacturer specifications

Solar Water Heater

❒ SRCC OG-300 certified ❒ The System collector(s) must have a ten-year warranty. ❒ System installation must maximize available solar resource, with no shading over the

collector between 9 AM and 3 PM. ❒ System must have tilt ≤ 55° and azimuth angle ≤ 65° ❒ System must be in compliance with all applicable codes and standards and must have all

necessary permits. It is the Trade Ally’s responsibility to ensure full compliance. ❒ Systems that heat pools or hot tubs separate from the property’s main water heating

system are not eligible for this incentive.

Smart Energy Existing Home Bonus

❒ Install three or more qualifying measures. Qualifying measures include: • Ceiling Insulation • Air Infiltration Improvement • Heat Pump • Duct Improvement • Self-Programming Thermostat • Heat Pump Water Heater • Solar Water Heater

❒ All three measures installation completed in 60 days period

Rebate Limitations

The following limitations apply to the payment of rebates:

• Rebates for air infiltration, heat pump and duct improvement must be pre-approved by Santee Cooper prior to installation.

• All rebates are paid on a first-come, first-served basis. • Portable heat pumps or ductless heat pump systems are not eligible for any of the rebates. • Rebates can be combined with a Residential Loan for the same eligible measures. As an example, a homeowner may

receive a rebate and a Residential Loan for the same heat pump. • All installations of eligible equipment must be verified prior to release of a rebate payment to the homeowner. • Customers receiving rebates under the Smart Energy Existing Homes Program are not eligible for future duplicate

rebates as outlined in the table below: Rebates Future Rebate Considered as Duplicate Ineligibility Period

Ceiling Insulation Ceiling Insulation 20 years

Air Infiltration Air Infiltration 10 years

Heat Pump with Quality Installation Heat Pump with Quality Installation 15 years

Heat Pump Tune-Up 1 year

Duct Improvement Duct Improvement 15 years

Thermostat Thermostat 15 years Heat Pump Tune-Up Heat Pump Tune-Up 3 years

Heat Pump Water Heater Heat Pump Water Heater 10 years

Solar Water Heater 10 years

Solar Water Heater Heat Pump Water Heater 15 years


Trade Ally Eligibility

Qualifying equipment must be properly installed by a participating Residential Trade Ally in order for the homeowner to receive a rebate or low-interest financing from the Program. The Trade Ally will recommend and/or install energy-efficient equipment or measures that meet the Program guidelines and are in accordance with accepted industry standards.

In addition to all federal, state, and local requirements, the required certifications and training for Residential Trade Allies to participate are given in the table below. Santee Cooper may upgrade and/or supplement its requirements and certifications as the need arises. A thirty (30) day notice will be given to all Residential Trade Allies related to any changes in this program.

Rebate Offering

BPI Building Analyst OR BPI Envelope Professional Certification

ACCA Manual J, D, & S Training

NATE Air-to-Air Heat Pump Service

NATE Air-to-Air Heat Pump Installation

Santee Cooper Heat Pump Measure Training

Santee Cooper Water Heater Measure Training

Ceiling Insulation X

Air Filtration X

Heat Pump X X X

Duct Improvement X X X

Heat Pump Tune-Up X X X

Heat Pump Water Heater X

Solar Water Heater X

To participate in the Program, Residential Trade Allies must:

Submit a Trade Ally Agreement. The contractor is required to meet the participation requirements outlined above, submit the required number of projects as outlined in the Trade Ally Manual, and submit a Trade Ally Agreement to Santee Cooper. See Agreement for requirements for insurance, tax, and references.

Attend annual Trade Ally informational meeting. Participating Residential Trade Allies will be required to attend an annual residential program informational meeting in order to remain active in the Program. During the meeting, Santee Cooper will review the program, discuss reporting requirements, review marketing activities, and provide sales training and tools on the benefits of efficient equipment and proper installations. Santee Cooper may schedule other periodic meetings as necessary to provide Residential Trade Allies with important program updates.

Participation Process

In most cases, a homeowner will have already received a Home Energy Evaluation from a Santee Cooper Energy Advisor by the time he/she contacts a Santee Cooper Residential Trade Ally to perform installation of energy efficiency upgrade(s). The evaluation records information regarding the condition of the home and outlines recommended energy-efficiency improvements. At this time, the homeowner is recommended to obtain proposals from a number of Santee Cooper Residential Trade Allies to install the energy-efficiency improvements they have selected.

NOTE: The home energy evaluation is required prior to installation for air infiltration rebates, heat pump rebates, and duct improvement rebates. If your customer does not have their Home Energy Evaluation report, refer them to a Santee Cooper Energy Advisor to schedule an evaluation before making improvements. Homes built in 1995 and after may not require a Home Energy Evaluation for heat pump rebates - please contact a Santee Cooper Energy Advisor for further information.

Step 1: Provide Quote to Homeowner Understanding the specifications and eligibility requirements of the Smart Energy Existing Homes Program is vital to providing each homeowner with an accurate quote for installing qualifying energy efficiency upgrades. For heat pump replacements, Santee Cooper Residential Trade Allies must ensure they have the necessary information to accurately complete an ACCA Manual J, 8th Edition and determine the right-sized HVAC equipment for each home. The Trade Ally must confirm the equipment proposed for installation matches that which was approved by the Energy Advisor and the criteria of the program.

Step 2: Make Upgrades and Submit Applications The Trade Ally must verify that the improvement being made match those approved by the Energy Advisor and meet the program requirements. The Trade Ally must also ensure that all components of the HVAC system are installed with quality and that the system is performing as designed. Upon completion of installation, the participating Santee Cooper Trade Ally performs the necessary testing of the heat pump or duct system and documents on Santee Cooper’s HVAC Quality Installation, Duct Improvement, or HVAC Tune-Up Form. The Santee Cooper Trade Ally will also assist the homeowner in completing a Smart Energy Existing Homes Rebate Application, which must be submitted along with necessary documentation to your Energy Advisor. NOTE: The rebate application requires the Trade Ally’s signature and includes technical details that must be completed by the Trade Ally.

Step 3: Final Inspection After receiving an application, the Energy Advisor will schedule a final inspection to inspect the home and conduct performance testing, as needed, to verify the work has been completed and meets the program’s requirements. The homeowner will receive their rebate within eight weeks after successful completion of the final inspection.

Program Timeline

The Smart Energy Existing Homes Program and associated rebates outlined in this program plan are effective December 1, 2014 through November 30, 2015. The specific timeline is described below. These dates are provided as guidelines to allow adequate time for verification and payment of rebates prior to end of year.

Evaluation Deadline Project Completion Deadline

October 31st November 15th

Home Energy Evaluations will be scheduled through October 31st of each year or until funds are depleted, whichever comes first. All projects eligible for rebates must be completed and necessary documentation submitted prior to November 15th of the year the evaluation is completed. Projects not completed in time may forfeit the right to the rebate reserved, and the homeowner shall be required to submit a new application for consideration. Rebate eligibility and conditions are subject to change across program years.

Quality Assurance and Quality Control

For homeowners that select to pursue the air infiltration, heat pump, or duct improvement rebates, the Measurement & Verification (M&V) process may consist of a pre-inspection of the home and a post-installation inspection of the home and support documentation. For homeowners that select to pursue a ceiling insulation, heat pump tune-up, or water heater rebate, the Measurement & Verification (M&V) process may consist of a post-installation inspection of the home and support documentation.

Pre-Inspections A pre-inspection may be conducted by an Energy Advisor if the homeowner selects to pursue the air infiltration, heat pump, or duct improvement rebates. During the pre-inspection, the Energy Advisor conducts a home energy evaluation that includes visual inspections and diagnostic testing of the home to determine opportunities for improvement.

Post-Installation Inspections Post-installation inspections will consist of on-site inspections and review of documentation. On-site inspections will be conducted by Energy Advisors to verify improvements based on the upgrades made by the homeowner. The type of inspection and sample size will be adjusted based on the upgrade made by the homeowner.

Santee Cooper’s Energy Advisors will conduct on-site inspections to verify the home or equipment meets the eligibility requirements of the program. The homes selected for on-site inspections will be determined in sole discretion by Santee Cooper.

During the on-site inspection, the Energy Advisor will inspect the home and collect the data necessary to verify the home or equipment meets the program’s eligibility requirements. In addition to on-site inspections, Santee Cooper will conduct 100 percent inspection of program documentation.

Additional Resources

BPI 104: Envelope Professional Standard http://www.bpi.org/standards_approved.aspx

AHRI directory of equipment, available at http://www.ahridirectory.org/ahridirectory/pages/home.aspx

ACCA Standard 5 Quality Installation Specification https://www.acca.org/industry/quality/quality-installation

North American Technician Excellence (NATE) http://www.natex.org/

Program Disclaimer

All existing home upgrades and repairs must fully comply with locally applicable building codes and regulations as interpreted by the appropriate enforcement authorities. Where local, state or national building and energy codes and regulations either exceed or conflict with program standards or specifications, those codes and regulations must be followed. It is the Trade Ally’s responsibility to ensure that all code, permitting and regulatory requirements are met. In instances where there is a conflict with this program’s standards and the local code, the homeowner or Trade Ally must contact the Energy Advisor in order to determine the home’s eligibility for the rebate.

http://www.natex.org/

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NOTE: Forms and Applications in the Resource Kit are subject to change. To download current forms, please visit ReduceTheUse.com

Smart Energy Existing Homes Program 2015 - 2016 Homeowner Participation Agreement

(10.28.2014) Page 1 of 1 www.reducetheuse.com

Please complete all sections below. Incomplete applications will delay the review. Santee Cooper’s Smart Energy Existing Homes Program offers home energy evaluations for homeowners. After the energy evaluation, your Santee Cooper Energy Advisor will provide you with a list of energy efficiency recommendations and discuss the financial assistance available from Santee Cooper to help offset the cost of the improvements.

Note: Please review Program Overview for more information on how the program works. This agreement must be received by the Santee Cooper Energy Advisor prior to receiving the energy evaluation

1. A separate Loan Application must be submitted to apply

for a loan. A separate Rebate Application must be submitted to apply for rebates. 1

Energy evaluation not required for ceiling insulation, self-programming thermostat, or water heater rebates.

HOMEOWNER CONTACT INFORMATIONThe rebate(s) will be made payable to the Santee Cooper residential customer and mailed to the address indicated below.

Name:

Address:

City: State: Zip:

Electric Meter Base Number: Email Address:

Primary Phone: Secondary Phone:

HOMEOWNER CONCERNS

Please indicate your primary concerns with your home (check all that apply):

High Utility Bills Old Equipment

Drafts Dust

Hot/Cold Spots Other

If Other, please explain: _________________________________________________________________________________________

____________________________________________________________________________________________________________

ELIGIBILITY REQUIREMENTS Energy evaluations are available for Santee Cooper residential customers who own a home meeting the following eligibility requirements: • The home must be separately metered and receive electrical service from Santee Cooper.• The home must be single-family construction or a unit in a multi-family building that has its own heating, cooling, and hot

water systems, separate from other units.• The home must be at least five years old.• The home must be all electric excluding hybrid heat pumps and gas fireplaces.

AGREEMENT I, the undersigned (“Homeowner”), agree to the guidelines below:

• I understand that the submission of the Participation Agreement does not guarantee receipt of a rebate or loan fromSantee Cooper. A Rebate Application or a Loan Application will need to be submitted in addition to the ParticipationAgreement to apply for financial incentives.

• No rebate or loan amount will be paid for any energy improvements installed prior to the energy evaluation, when required.• I understand that the evaluations conducted by a Santee Cooper Energy Advisor are solely for the purpose of determining

energy efficiency recommendations and are not safety or building code inspections.• I agree to indemnify and hold Santee Cooper and its agents, and employees harmless against all loss, damage, expense,

and liability arising out of or in any way connected with the energy evaluation or any measures installed.• I understand that participation in the Smart Energy Existing Homes Program is voluntary on behalf of Santee Cooper and

the Applicant. Santee Cooper has the right to change or modify the program at any time.

Homeowner Signature:____________________________________ Date: ___________________________

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Smart Energy Existing Homes Program 2015 - 2016 Rebate Application Form

Please complete all steps below. Incomplete applications will delay the review process. This application is for energy efficiency improvements installed at ONE eligible residential address. Please complete separate applications if applying for rebates at more than one address.

Note: A home energy evaluation may be required for air infiltration, heat pump, and duct improvement rebates. Homeowners who intend to apply for one of these rebates should contact an Energy Advisor PRIOR to completing this application. You may contact an Energy Advisor by phone at 843-347-3399 ext. 3910 (Horry and Georgetown) or 843-761-8000 ext. 3910 (Berkeley) or by e-mail at [email protected].

STEP 1: HOMEOWNER INFORMATION

The rebate(s) will be made payable to the Santee Cooper residential customer and/or Residential Trade Ally, and mailed to the address indicated below.

Note: To be completed by homeowner.

Name:

Address:

City: State: Zip:

Email: Primary Phone: Secondary Phone:

Electric Meter Base Number: Customer SSN:

STEP 2: REBATE ESTIMATOR

Calculate the rebate value for each measure based on the formulas below. Add the amounts in the Total column to calculate the Total Rebates Requested.

Note: To be complete by Santee Cooper Residential Trade Ally.

Rebate TypeDivided By

(B)

A/B

( C)

Rebate Per Unit

(D)

Total

(CXD)

Ceiling Insulation – Pre-improvement ≤ R-19 (sq. ft.) ÷ 100 = x $6 = $

Ceiling Insulation – Pre-improvement ≤ R-11 (sq. ft.) ÷ 100 = x $13 = $

Air Infiltration (CFM50) ÷ 100 = x $15 = $

Duct Improvement1(CFM25) ÷ 25 = x $75 = $

Heat Pump – 15+ SEER, 8.5+ HSPF/Geothermal2 # units x $400 = $

Heat Pump – 17+ SEER, 9.0+ HSPF2 # units x $600 = $

Qualified Thermostat3 # units x $125 = $

Heat Pump Water Heater x $400 = $

Solar Water Heater x $700 = $

Smart Energy Existing Home Bonus4 x $200 = $

$

Number of Units

Installed (A)

Total Rebates Requested

1If Duct Improvement is measured in CFM 50, multiply by .66 to convert to CFM 25.

2Maximum of 2 HVAC rebates per residence.

3Thermostat must be Wi-Fi enabled and either self learning or occupancy sensing.

4Install three or more within 60 days: Ceiling Insulation, Air Infiltration Improvement, Heat Pump with Quality Installation, Duct Improvement, Qualified Thermostat, Heat Pump

Water Heater, Solar Water Heater.


STEP 3: REQUIRED DOCUMENTATION

Complete the following sections based on the equipment installed at the home. Failure to provide complete information will delay the rebate payment.

Note: To be completed by Santee Cooper Residential Trade Ally.

Ceiling Insulation Specifications

Square footage: Pre-improvement R-Value: Post-improvement R-Value:

☐ Photographs (pre- and post- improvement)

Air Infiltration Specifications

Pre-improvement CFM50: Post-improvement CFM50: CFM50 reduction:

Mechanical Ventilation: ☐ Recommended ☐ Installed

Heat Pump Documentation Checklist

☐ HVAC Quality Installation form

☐ ACCA Manual J 8th

edition residential load calculation (project file.RUP)

☐ Original Proof of Purchase (must indicate specific equipment installed and verification of payment)

☐ Photographs (pre- and post- improvement)

STEP 4: TERMS & CONDITIONS

1. I understand that I will only receive the rebate if the energy efficiency improvements installed qualify in accordance with the program standards.

2. I understand that the rebate that I am awarded will help offset the cost to install the energy efficiency upgrades, and that I am responsible for paying the balance of the costs associated with such upgrades including, but not limited to, cost of materials, labor, and Residential Trade Ally fees.

3. I understand that I am responsible for paying a contractor for any fees associated with installing the energy efficiency upgrades and Santee Cooper has no part in any agreement between myself and the Santee Cooper Residential Trade ally I select to complete the work.

4. I understand that the rebates associated with this Rebate Application will only be paid to a Santee Cooper residential customer (or the designated third party) that meets the eligibility requirements of the Smart Energy Existing Homes Program as outlined in the Program Overview.

5. I understand that if I accept rebates under the Smart Energy Existing Homes Program, my home will be ineligible for future duplicate rebates as outlined in the table below.


Rebates Future Rebate Considered as Duplicate Ineligibility Period

Ceiling Insulation Ceiling Insulation 20 years

Air Infiltration Air Infiltration 10 years

Heat Pump with Quality Installation Heat Pump with Quality Installation 15 years

Heat Pump Tune-Up 1 year

Duct Improvement Duct Improvement 15 years

Thermostat Thermostat 15 years

Heat Pump Tune-Up

Heat Pump Tune-Up 3 years

Heat Pump Water Heater Heat Pump Water Heater 10 years


Solar Water Heater Heat Pump Water Heater 15 years


6. I understand that participation in the Smart Energy Existing Homes Program is voluntary on behalf of Santee Cooper and the Applicant. Santee Cooper has the right to change, modify, or cancel the program at any time.

7. I will allow, if requested, a representative from Santee Cooper or any authorized third party reasonable access to my property to verify the installed product have purchased before a rebate is paid. I understand that a rebate will not be paid if I refuse to participate in any required verification. The verification of installation must be scheduled within 30 days of customer contact by Santee Cooper. I understand that Santee Cooper may contact the qualifying product vendor and/or installer, if needed, to verify purchase and/or installation and may provide my name and/or address to complete this verification.

8. I agree to indemnify and hold Santee Cooper and its agents, and employees harmless against all loss, damage, expense, and liability arising out of or in any way connected with any measures installed.

9. I understand that Santee Cooper makes no warranty regarding work performed by Residential Trade Allies, equipment performance, or energy savings.

10. I understand that Heat Pump Tune-Up rebates will be paid directly to the Santee Cooper Residential Trade Ally performing the services.

I have read and understood the terms and conditions of this program. I certify that the information I have provided is true and correct and that the energy efficiency improvements for rebate meet the requirements in this application.

Homeowner Signature: Date:

Trade Ally Signature: Date:

Submit the completed Rebate Application and required documentation to your Energy Advisor or to:

Santee Cooper will review the paperwork and schedule a final inspection (if necessary) to verify the improvements meet the Program’s eligibility requirements. You will receive your rebate within eight weeks after

successful completion of the final inspection.

Santee Cooper Energy Support Services 305-A Gardner Lacy Road Myrtle Beach, SC 29579

Fax: 843-347-8781

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Smart Energy Existing Homes Rebate Program HVAC QUALITY INSTALLATION

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INSTRUCTIONS 1) HVAC company must be currently listed as a participating Santee Cooper Trade Ally under the Smart Energy Existing Homes

Program.

2) HVAC equipment must be installed according to the requirements specified within the Smart Energy Existing Homes Program Guidelines (e.g. per AHRI matched equipment, approved ACCA manual J8 load calculation, etc.).

3) Santee Cooper must receive a completed copy of this form, as well as all required supplemental documentation prior to release of loan and/or rebate payments. Scheduling of final evaluations shall be contingent upon the notification of completion of all essential home improvements and the submittal of all required information [within three (3) business days after the equipment is installed].

4) All data must be properly recorded and submitted by the start-up technician. NOTE: Incomplete information can not be processed under the Smart Energy Existing Homes Program.

5) The start-up technician and a HVAC quality assurance designee, i.e. the service manager, must sign the back of this form.

TRADE ALLY’S INFORMATION HOMEOWNER’S INFORMATION

Trade Ally Name: Homeowner’s Name:

Technician’s Name: (print) Street Address:

NATE Certification #: Homeowner’s Phone #: ( )

Date of Start-Up: Meter Base Number:

EQUIPMENT SELECTION INFORMATION

Existing Equip. Make ___________ Total Exist. Tons _________ New Equipment Make ____________ AHRI Ref# _____________

New Condenser (or package) model # _____________________ New Air Handler/Fan-Coil Model # __________________________

ACCA Man. J8 Sensible Load @ 900/750/630 New Unit Sensible capacity @900/750/630

ACCA Man. J8 Latent Load @ 900/750/630 New Unit Latent capacity @900/750/630

SHR= (J8 sensible BTUh/J8 Total BTUh) Design Coil TD (based on SHR see below)

Ball Park CFM=J8 sens. btuh/(1.1 x Coil TD) Unit tons=Unit (sensible + latent)/12,000

New Unit SEER/EER ratings New Unit HSPF

SHR <0.8……….. Design Coil TD =210

SHR .80-.85……. Design Coil TD =190

SHR >0.85 ……...Design Coil TD =170

AIR FLOW TESTING (WITHIN 350 TO 425 CFM/TON) All data should be recorded after a minimum operating time of 15 minutes while the fan speed is set according to design CFM.

CFM Testing Methods (Complete one of the following processes): use unit tons above to calculate CFM/Ton

Pressure Matching (e.g. Duct Blaster) System Static Pressure ________IWC Calibrated Fan CFM ___________ CFM/Ton ________

Flow Grid (flow plates)

Flow Grid Pressure _________IWC Calibrated Flow Grid CFM _______________

CFM/Ton _________

Anemometer and Manufacturer’s Return Grille Performance Table

Avg. air Velocity _____________FPM Make of Return Grille ________________________ Return Grille (Net Free Sq. Ft.) ___________ Model of Return Grille _______________________ CFM = fpm x NFSF = ____________ CFM/Ton __________

Manometer with Manufacturer Blower Table

Fan Speed __________________ Measured Static Pressure (ESP) __________IWC

Manufacturer’s Blower Table CFM ___________________ CFM/Ton _______

ELECTRICAL MEASUREMENTS

Line voltage at the condensing unit Unit Off: _________ Volts Unit Operating: ________ Volts Compressor Amps Rated: ___________Amps Actual: ___________ Amps

Condenser Fan Motor Amps Rated: ___________Amps Actual: ___________ Amps Evaporator (Indoor) Fan Motor Amps Rated: ___________ Amps Actual: ___________ Amps

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REFRIGERANT PIPING INFORMATION (FOR SPLIT SYSTEMS ONLY)

Outdoor Dry-Bulb Air Temperature at the time of charging __________OF dB

Refrigerant Type R-410A Other _____________________________

Is suction line completely insulated? Yes No

Suction Line Size __________ inches Liquid line size ___________ inches

Pressure test conducted at ______ psig (manufacturer’s specifications)

System held pressure for ______ minutes (manufacturer’s specifications)

System evacuated to _____ microns

REFRIGERANT CHARGING METHOD Complete the following section according to equipment manufacturer’s approved guidelines. Choose and implement one of the options below that matches your equipment manufacturer’s recommended charging method and specifications (attach manufacturer specific charging instructions and supplemental documentation, if applicable):D

OPTION 1: WEIGH-IN Manufacturer’s pre-charged amount (per data plate) ____________ pounds _______________ ounces

Does this charge include an allowance for an evaporator? Yes No

Does this charge include an allowance for a line set? Yes No

Refrigerant line sizes Suction _____ Default Line Set Length

Liquid________________ _______ feet Difference _________ feet ________ feet Actual Line Set Length

Manufacturer’s recommended charge adjustment per foot of line set _________ ounces/ft.

(A) Charge Adjust: Line set length difference (from above) __________ feet X ________ ounces/foot = _________ ounces

(B) Driers, Accumulator, and Evaporator Capacities (if not included above) _________ ounces

Recommended charge adjustment (A) +(B) = _________ ounces

Actual charge adjustment _________ ounces

Is the amount of the weighed-in charge within ± 2% of manufacturer’s recommendation? Yes No

* Some manufacturers list the adjustment for suction and liquid line lengths as a single value. Be sure not to double count this amount. Refer to the manufacturer’s instructions to ensure the proper procedure for the installed equipment is implemented.

OPTION 2: SUBCOOLING

OPTION 3: OTHER MANUFACTURER SPECIFIC REFRIGERANT CHARGE METHOD* .

AIR TEMPERATURE @INDOOR COIL (BLOWER)

Return Air _________°F dB ___________°F wB intentionally left blank

Supply Air _________°F dB __________°F wB

QUALITY ASSURANCE I hereby certify with the undersigned that all HVAC equipment has been installed in accordance with the manufacturer’s guidelines, and that all information is accurate. I understand that Santee Cooper requires a valid copy of this document and all essential supplemental information prior to final processing of related loans and/or rebate requests.

Start-up Technician: Date:

QA Designee/Reviewer: Date:

Outdoor dry-bulb air temperature _________ Refrigerant Type R-410 _____ Other _______ Manufacturer’s recommended subcooling ___________OF

Liquid Line Pressure __________ psig (> 175 psig recommended unless otherwise specified by manufacturer)

Saturation Temperature for measured pressure _________OF dB

Liquid Line Temperature _________OF dB

Sub-cooling (Saturation Temperature - Liquid Line Temperature) _________OF dB

Is measured sub-cooling within ± 3OF of manufacturer’s recommendation? Yes No

*Attach completed form(s) and supplemental documentation per equipment manufacturer’s specifications.

Smart Energy Existing Homes Program HVAC Duct Improvement Form

SC0969 (10.28.2014) V Page 1 of 2 www.reducetheuse.com

INSTRUCTIONS HVAC company must be currently listed as a participating Santee Cooper Trade Ally under the Smart Energy Existing Homes

Program.

HVAC systems must be serviced according to program eligibility and requirements specified within the Smart Energy Existing Homes Program Guidelines (e.g. existing system is electric air source heat pump, technician must hold appropriate certifications, air flow testing conducted in accordance with ACCA Standard 5, etc.).

Existing systems with initial testing results of greater than 50% leakage will have the pre-testing leakage value capped at 50% of system capacity for purposes of incentive calculation.

Only systems requiring repair are eligible for rebates.

Santee Cooper must receive a completed copy of this form, as well as all required supplemental documentation prior to release of rebate payments. Scheduling of final evaluations shall be contingent upon the notification of completion of all essential home improvements and the submittal of all required information {within three (3) business days after the post-airflow testing is complete].

All data must be properly recorded and submitted by the start-up technician. NOTE: Incomplete information cannot be processed under the Smart Energy Existing Homes Program.

The service technician and a HVAC quality assurance designee (i.e. the service manager), must sign the back of this form.

TRADE ALLY’S INFORMATION HOMEOWNER’S INFORMATION

Trade Ally Name: __________________________ Homeowner’s Name: _________________________

Technician’s Name: (print) __________________________ Street Address: _________________________

NATE Certification #: __________________________ Homeowner’s Phone #: (______)__________________

Date of Testing/Repair: __________________________ Meter Base Number: __________________________

STEP 1 – EXISTING HEAT PUMP SYSTEM INFORMATION

Unit No.

Make

(Brand)

Condenser (or package unit)

Model Number

Air Handler Model Number

(if split system)

Cooling

(Tons) Describe location of ductwork

1

2

STEP 2 - AIR FLOW TESTING AND DUCT LEAKAGE TESTING

CFM Pre-Testing Methods* (Complete one of the following processes or use manufacturer's electronic CFM readout at the thermostat):

Pressure Matching (e.g. Duct Blaster)

Air Handler measured ESP____________IWC Duct Blaster Static Pressure____________IWC Calibrated Fan CFM__________ CFM/Ton__________

Flow Grid (includes flow plates)

Supply Static Pressure____________IWC Flow Grid Pressure_____________IWC

CFM__________________ CFM/Ton__________

Anemometer and Manufacturer's Return Grille Performance Table

Air Velocity_______________FPM Make of Return Grille______________________

Return Grille (Net Free Sq. Ft.)____________ Model of Return Grille______________________

CFM = fpm x NFSF =__________ CFM/Ton__________


Fan Speed__________________

Measured External Static Pressure (ESP)__________IWC

Manufacturer’s Blower Table CFM____________ CFM/Ton__________

*All data should be recorded after a minimum operating time of 15 minutes while the fan speed is set according to nominal design capacity. Airflow testing required to be within 350 to 425 CFM/ton. If manufacturer requires different CFM/ton provide documentation.

Leakage Pre-Testing Method (complete one of the methods listed below)

Duct pressurization

Airflow through the fan ____________________ Leakage measurement % _________________________

*Pressurize ducts to match system operating pressures


Blower door subtraction

Whole house leakage _____________________ Leakage after grills are sealed _____________________

Leakage difference ________________________

STEP 3 – DUCT IMPROVEMENTS1

Unit No.

Whole duct system inspection findings # of leaks sealed

2

# of gaps sealed

3

Ducts insulated in unconditioned

area4

New filter installed

1

2

1. Once upgrades are made and CFM is within 350 to 425 CFM/ton, proceed to STEP 4. 2. Sealed leaks and connections with mastic, metal tape, or an aerosol-based sealant. 3. Seal gaps behind registers and grills where the duct meets the floor, wall, or ceiling. 4. Insulate ducts in unconditioned areas with insulation that carries an R-value of 6 or higher.

STEP 4 – POST AIRFLOW TESTING AND DUCT LEAKAGE TESTING

CFM Post-testing Methods (complete the same methods used in pre-testing activities after repairs are made):


Supply Static Pressure____________IWC Calibrated Fan CFM__________) CFM/Ton__________

Flow Grid (includes flow plates)

Flow Grid Pressure____________IWC Flow Grid Pressure_____________IWC

CFM__________________ CFM/Ton__________


Air Velocity_______________FPM Make of Return Grille______________________

Return Grille (Net Free Sq. Ft.)____________ Model of Return Grille______________________



Fan Speed__________________


Manufacturer’s Blower Table CFM____________ CFM/Ton__________

*All data should be recorded after a minimum operating time of 15 minutes while the fan speed is set according to nominal design capacity. Airflow testing required to be within 350 to 425 CFM/ton. If manufacturer requires different CFM/ton, provide documentation. IF CFM IS NOT WITHIN REQUIRED RANCE, ADJUST FAN SPEED OR DAMPERS AS NECESSARY.

Leakage Post-testing Method* (complete the same method used in pre-testing activities after repairs are made)

Duct pressurization

Airflow through the fan ____________________ Leakage measurement _________________________

*Pressurize ducts to match system operating pressures

Blower door subtraction

Whole house leakage _____________________ Leakage after grills are sealed _____________________

Leakage difference ________________________

*Duct Leakage Test: No more than 20% total CFM duct leakage at test out.

STEP 4 – TECHNICIAN’S SIGNATURE I hereby certify with the undersigned that all HVAC equipment has been serviced in accordance with the Smart Energy Existing Homes Program guidelines, and that all information is accurate. I understand that Santee Cooper requires a valid copy of this document and all essential supplemental information prior to final processing of related loans and/or rebate requests. Duct Improvement Technician: __________________________________ Date: ________________________

QA Designee/Reviewer: __________________________________ Date: ________________________

Smart Energy Existing Homes Program HVAC Tune-Up Form


INSTRUCTIONS 1) HVAC company must be currently listed as a participating Santee Cooper Trade Ally under the Smart Energy Existing Homes

Program. Customer signature is not required for Trade Ally to receive rebate.

2) HVAC systems must be serviced according to program eligibility and requirements specified within the Smart Energy Existing Homes Program Guidelines (e.g. existing system is electric air source heat pump, technician must hold appropriate certifications, refrigerant charge testing conducted in accordance with ACCA Standard 5, etc).

3) Santee Cooper must receive a completed copy of this form, as well as all required supplemental documentation prior to release of rebate payments. Scheduling of final evaluations shall be contingent upon the notification of completion of all essential home improvements and the submittal of all required information [within three (3) business days after the equipment is serviced].

4) All data must be properly recorded and submitted by the start-up technician. NOTE: Incomplete information cannot be processed under the Smart Energy Existing Homes Program. All deficient items must be repaired.

5) The service technician and an authorized agent of company (i.e. owner, company officer), must sign the back of this form.

6) As this rebate is paid directly to the Trade Ally to help offset the additional costs of performing a proper HVAC tune-up, an IRS 1099 may be issued to Trade Ally to report income. Check with your tax professional for your tax implications.

TRADE ALLY’S INFORMATION CUSTOMER’S INFORMATION



NATE Certification #: Homeowner’s Phone #: ( )

Date of Tune-Up: Meter Base Number:

Federal Tax ID (EIN):

STEP 1 - CONDENSING UNIT (SPLIT SYSTEMS) OR PACKAGE UNIT INFORMATION

Unit No.

Make (Brand)

Condenser (or package Model Number) Cooling (tons)

Is Suction line insulation

deteriorated or missing

Was Line insulation replaced

with 1” thick unicellular

Age of Unit

1

2

STEP 2-MATCHING AIR HANDLER (FAN/COIL) INFORMATION

Unit No.

Make (Brand)

Model Number Air Handler Unit Location (where is it located in the building)

Strip Heat kW (if avail.)

Condensate Drain has P-trap & flows freely

1

2

STEP 3 - CONTROLS

Unit No.

Measured Control Volts

Clg Set

Point

Htg. Set

Point

Does thermostat turn unit on/off at set points*

If no, was thermostat

repaired/replaced

Is thermostat mounted on outside wall or near a

heat source

If yes, was heat source moved or thermostat insulated from outside

wall

1

2


STEP 4 - ELECTRICAL POWER

Unit No.

Volts Unit Off

Volts Unit On

Compressor Rated Amps

Compressor Actual Amps

OD Fan Rated Amps

OD Fan Actual Amps

ID Fan Rated Amps

ID Fan Actual Amps

Were any motors replaced?

1

2

STEP 5 - FANS AND AIR FLOW

Unit No.

Filter(s) Cleaned or Replaced

ID coil cleaned

OD Coil cleaned

Measured Air Handler CFM

Method of measuring

cfm *

Outside Temp.

Measured Cooling TD across ID

Coil

CFM per ton cooling

Was CFM adjusted to get 350-425 cfm/ton

1

2

* Allowable Methods: Static Pressure & Blower Table; Anemometer (with grille data); flow grid (includes flow plates); pressure matching (with duct blaster), or any manufacturer’s electronic CFM read-out at the thermostat

** Check cooling TD after 15 minutes cooling run time. If TD across evaporator coil is less than 170 or greater than 21

0 (and airflow is

correct), refrigerant charge must be checked using one of the methods shown in STEP 5. All heat pumps must be checked using Method 3 when the outdoor temperature is below 550. Otherwise proceed to STEP 7.

STEP 6 - REFRIGERANT CHARGE (REQUIRED IF ID COIL COOLING TD IS <170 OR >210 & HT. PUMPS IN WINTER)

Unit No.

Refrigerant Type

Outdoor Temp.

METHOD 11

Cooling METHOD 22

Cooling METHOD 33,4

Heating Was Refrig. Added or removed

Measured Super-heat

Manuf. listed super-

heat Measured

Sub-Cooling

Manuf. listed Sub-

Cooling

Compressor Discharge

Temp.

Discharge Temp -

Outdoor temp

1

2

1 Recommended for units with fixed orifice metering device

2 Recommended for units with Thermal Expansion Valve

3 Required for heat pumps in heating season when outside temperature < 55

0 (measure discharge temperature 6” from compressor outlet)

4 Technician has the option to use manufacturer’s heating charge chart for winter heat pump charging (include chart with form and write in

measured pressure( under Method 3) or to use a charging jacket and method 1 or method 2 (add notes on form to indicate method)

STEP 7 -TECHNICIAN’S SIGNATURE I hereby certify with the undersigned that all HVAC equipment has been serviced in accordance with the Smart Energy Existing Homes Program guidelines, and all information is accurate. I understand Santee Cooper requires a valid copy of this document and all essential supplemental information prior to final processing of related loans and/or rebate requests. Trade Ally agrees to hold Santee Cooper harmless for any damages incurred as a result of Trade Ally’s negligence.

Both signatures are required below:

Tune-up Technician: Date:

Authorized Agent of Company:

Date:

Smart Energy Existing Homes Program Heat Pump Water Heater Form


INSTRUCTIONS 1) Plumbing company must be currently listed as a participating Santee Cooper Trade Ally under the Smart Energy Existing Homes

Program. 2) Heat Pump Water Heater must be installed according to the requirements specified within the Smart Energy Existing Homes

Program Guidelines (e.g. Santee Cooper customer, ENERGY STAR qualified, installed in an unconditioned space, etc.) 3) Santee Cooper must receive a completed copy of this form, as well as all required supplemental documentation prior to release of

loan and/or rebate payments. Scheduling of final evaluations shall be contingent upon the notification of completion of all essential home improvements and the submittal of all required information [within three (3) business days after the equipment is installed].

4) All data must be properly recorded and submitted by the Trade Ally technician. NOTE: Incomplete information cannot be processed under the Smart Energy Existing Homes Program.

5) The Trade Ally technician must sign this form. TRADE ALLY’S INFORMATION HOMEOWNER’S INFORMATION



Homeowner’s Phone #: ( )


EQUIPMENT SELECTION INFORMATION Unit 1 Unit 2 (if applicable)

Energy Factor Capacity (gallons) Energy Factor Capacity (gallons)

Manufacturer Manufacturer

Model No. Model No.

Serial No. Serial No.

Age of replaced water heater Functioning? Yes

No Age of replaced water heater Functioning? Yes

No

INSTALLATION INFORMATION Unit 1 Unit 2 (if applicable)

Location of Equipment Installation:

Garage Attic Basement

Other: ________________________________

Location of Equipment Installation:

Garage Attic Basement

Other: ________________________________

Installation Room Size (feet):

Length: _____ x width: ____ x height: _____ = _______ cu. ft.

Installation Room Size (feet):

Length: _____ x width: ____ x height: _____ = _______ cu. ft.

Installation Clearances:

Air Inlet Side (ft.): _________; Air Outlet Side (ft.): _________

Back (in): ________; Front (ft.): ________; Top (in): ________

Installation Clearances:

Air Inlet Side (ft.): _________; Air Outlet Side (ft.): _________

Back (in): ________; Front (ft.): ________; Top (in): ________

Installation Checklist: There is adequate clearance to remove the air filter Installation complies with code and manufacturer Specifications Condensate line drains at a slope to a drain or exterior Temperature and pressure relief valve is properly installed and not plugged Homeowner is aware of cooling effect and noise levels to expect in the installation area Homeowner understands maintenance requirements Homeowner understands the safety instructions

Installation Checklist: There is adequate clearance to remove the air filter Installation complies with code and manufacturer specifications Condensate line drains at a slope to a drain or exterior Temperature and pressure relief valve is properly installed and not plugged Homeowner is aware of cooling effect and noise levels to expect in the installation area Homeowner understands maintenance requirements

Homeowner understands the safety instructions

QUALITY ASSURANCE I hereby certify with the undersigned that all water heater equipment has been installed in accordance with the manufacturer's guidelines, and that all information is accurate. I understand that Santee Cooper requires a valid copy of this document and all essential supplemental information prior to final processing of related loans and/or rebate requests.

Tune-up Technician: Date:

Smart Energy Existing Homes Program Geothermal HVAC Quality Installation Form


INSTRUCTIONS 1) HVAC contractor must be currently listed as an approved service contractor under the Smart Energy Existing Homes Program.

2) Geothermal HVAC equipment must be installed according to the requirements specified within the Smart Energy Program Guidelines (e.g. per equipment manufacturer's approved method, AHRI matched equipment, approved ACCA manual JB load calculation, etc.).

3) A completed copy of this form, as well as all required supplemental documentation must be submitted to Santee Cooper prior to the processing of loan and/or rebate payments. Scheduling of final evaluations shall be contingent upon the notification of completion of all essential home improvements. NOTE: A comparable manufacturer's performance/commissioning report may be submitted with this form; all relative sections must be completed, where applicable, e.g. Air Flow Testing (Within 350 to 425 CFM/Ton). [Required documentation should be submitted within three (3) business days after installed equipment has been properly commissioned].

4) All data must be properly recorded and submitted by a qualified start-up technician. NOTE: incomplete information cannot be processed under the Smart Energy Existing Homes Program and may delay further processing of customer's accounts.

5) The start-up technician and a, HVAC quality assurance designee (i.e. the service manager) must sign the back of this form.

CONTRACTOR INFORMATION HOMEOWNER’S INFORMATION


Technician’s Name: (printed) Street Address:

Technician’s NATE Certification #: Homeowner’s Phone #: ( )


EQUIPMENT SELECTION INFORMATION

Existing Equipment Brand New Equipment Brand

Existing Unit Tons of Cooling New Unit Model No.

ACCA Man. J8 Sensible Code Design Coil TD (based on SHR see below)

SHR=(from ACCA Man. J8 Load calculation) New Unit Tons of Cooling

Unit CFM=ACCA Man. J8 Sensible load

(1.1 x Design Coal TD) New Unit AHRI Reference Number

New Unit SEER/EER Ratings New Unit HSPF Rating

SHR <0.8.............Design CFM =350 cfm/ton SHR .80 - .85.......Design CFM =400 cfm/ton SHR >0.85 .......Design CFM =425 cfm/ton

AIR FLOW TESTING (WITHIN 350 TO 425 CFM/TON) All data should be recorded after a minimum operating time of 15 minutes while the fan speed is set according to design CFM.

CFM Testing Methods (Complete one of the following processes): or use manufacturer's electronic CFM readout at the thermostat.


System Static Pressure__________ IWC Calibrated Fan CFM__________ CFM/Ton__________

Flow Grid (including flow plates)

Flow Grid Pressure_________IWC Calibrated Flow Grid CFM__________ CFM/Ton__________


Avg. air Velocity__________FPM Make of Return Grille_________________________

Return Grille (Net Free Sq. Ft.)__________ Model of Return Grille_________________________



Fan Speed__________


Manufacturer’s Blower Table CFM__________ CFM/Ton__________


GEOTHERMAL SYSTEM INFORMATION

Closed Loop System (contact Santee Cooper if open loop system)

Designed by: ________________________________________________________________________

Type of Antifreeze used ________________________ % Solution _____________________________

System Type: Series Parallel

Pipe Material: _______________________________ Pipe Sized: ______________________________

Pipe Installed:

Horizontal __________________________ Length of Pipe/Ton ________________________ ft/ton

Number of Pipes in Trench ____________ Depth to Bottom Pipe_______________________ft

Vertical____________________________ Depth of Bore Hole(s)/Ton________________________ ft/ton

FLUID INFORMATION COOLING HEATING*

Entering Fluid Temperature [a] F

Leaving Fluid Temperature [b] F

Gallons per Minute Through the Water Coil [c] GPM

Liquid Line Refrigerant Pressure PSIG

Liquid Line Saturation Temperature F

Liquid Line Temperature at Metering Device F

Coil Sub-cooling F

Voltage at Compressor (Unit Running) V

Compressor Amps A

Brine Factor (Use 500 for water and 485 for methanol) [d]

Heat of Rejection (cooling) / Heat of Extraction (heating) [(b-a)*c*d] Btu/hr

INDOOR AIR TEMPERATURE COOLING HEATING*

Dry Bulb Air Temperature [Entering Indoor Coil] F

Dry Bulb Air Temperature [Leaving Indoor Coil] F

* During heating test mode, ensure the 2.00 stage heat is not activated.

QUALITY ASSURANCE I hereby certify with the undersigned that all HVAC equipment has been installed in accordance with the manufacturer's guidelines, and that all information is accurate. I understand that Santee Cooper requires a valid copy of this document and all essential supplemental information prior to final processing of related loans and/or rebate requests.

Start-up Technician: ________________________________________ Date: ________________________

QA Designee/Reviewer: ________________________________________ Date: ________________________


Smart Energy Existing Homes Program Thermostat Rebate Application

Santee Cooper is offering a limited number of rebates for thermostats that meet the following criteria:

• MUST be WiFi enabled • MUST be EITHER Self-learning OR Occupancy Sensing

Rebates are available to Santee Cooper residential customers who own a home meeting the following eligibility requirements:

• Home must be separately metered and receive electrical service from Santee Cooper. • Home must be single-family, defined as either detached or up to and including four attached units. • Homeowner must have occupied residence prior to 2013. • Home must be all electric, excluding hybrid heat pumps and gas fireplaces.

Note: Rebates are limited. Please call Santee Cooper at (843) 946-5942 to confirm rebate availability prior to purchase. Maximum of two rebates for homes with multiple thermostats.

STEP 1: HOMEOWNER INFORMATION

The rebate(s) will be made payable to the Santee Cooper residential customer and mailed to the address indicated below.

Note: To be completed by homeowner.

Name:

Address:

City: State: Zip:

Email: Primary Phone: Secondary Phone:

Electric Meter Base Number:

STEP 2: REQUIRED DOCUMENTATION

Complete the following sections based on the equipment installed at the home. Failure to provide complete information will delay the rebate payment.

Thermostat Information

Brand: Model #: Number Installed:

Home Information

Size of Home (sq. ft.):

Year built:

Year occupied by current resident:

Number of Thermostats in the Home: Number of Heat Pumps in the Home:

Estimated System Install Date: Heat Pump Size (tons):

Note: Please submit all invoices with equipment costs for processing.


STEP 3: TERMS & CONDITIONS

1. I understand that I will only receive the rebate if the thermostat(s) installed qualify in accordance with the program standards.

2. I understand that the rebate that I am awarded will help offset the cost to install the thermostat(s), and that I am responsible for paying the balance of the costs associated with such upgrades including, but not limited to, cost of materials, labor, and any applicable Residential Trade Ally fees.

3. I understand that I am responsible for paying a Residential Trade Ally any applicable fees associated with installing the thermostat(s) and Santee Cooper has no part in any agreement between me and the Santee Cooper Residential Trade Ally I may select to complete the work.

4. I understand that the rebates associated with this Rebate Application will only be paid to a Santee Cooper residential customer that meets the eligibility requirements of the Smart Energy Existing Homes Program as outlined in the section above.

5. I understand that if I accept a thermostat rebate, my home will be ineligible for future thermostat rebates for a period of up to 15 years.

6. I understand that participation in the Smart Energy Existing Homes Program is voluntary on behalf of Santee Cooper and the Applicant. Santee Cooper has the right to change, modify, or cancel the program at any time.

7. I will allow, if requested, a representative from Santee Cooper or any authorized third party reasonable access to my property to verify the installed product I have purchased before a rebate is paid. I understand that a rebate will not be paid if I refuse to participate in any required verification. The verification of installation must be scheduled within 30 days of customer contact by Santee Cooper. I understand that Santee Cooper may contact the qualifying product vendor and/or installer, if needed, to verify purchase and/or installation and may provide my name and/or address to complete this verification.

8. I agree to indemnify and hold Santee Cooper and its agents, and employees harmless against all loss, damage, expense, and liability arising out of or in any way connected with any measures installed.

9. I understand that Santee Cooper makes no warranty regarding work that may be performed by Residential Trade Allies, equipment performance, or energy savings.

I have read and understood the terms and conditions of this program. I certify that the information I have provided is true and correct and that the energy efficiency improvements for rebate meet the requirements in this application.

Homeowner Signature: Date:

Submit the completed Rebate Application and required documentation to your Energy Advisor or to:

Santee Cooper will review the paperwork and schedule a final inspection (if necessary) to verify the improvements meet the Program’s eligibility requirements. You will receive your rebate within eight weeks after

successful completion of the final inspection.

Santee Cooper Myrtle Beach Office 1703 Oak Street

Myrtle Beach, SC 29577 Fax: 843-946-5958

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