Trade and Program UpdatesTrade and Program Updates

September 10, 2013September 10, 2013

Jeff Jackson, Trade Relations Manager

Trade SupportTrade Support

Business Solutions Center 1-800-481-4700Business Solutions Center 1-800-481-4700

-Project support-Project support

-Rebate qualifications-Rebate qualifications

-Rebate amounts-Rebate amounts

-Customer eligibility-Customer eligibility

-Energy at risk tool-Energy at risk tool

-Trade incentives-Trade incentives

Trade Program Management and TrainingTrade Program Management and Training

Jeff JacksonJeff Jackson

-Lighting-Lighting

-Compressed Air and Fluid Systems-Compressed Air and Fluid Systems

-Recommissioning and Controls Rebates-Recommissioning and Controls Rebates

-Data Centers-Data Centers

Pat BergerPat Berger

-Cooling-Cooling

-Heating-Heating

-Motors/VFDs-Motors/VFDs

-Custom Rebates-Custom Rebates

Current Trade IncentivesCurrent Trade Incentives

Cooling EfficiencyCooling Efficiency

DX units/economizers:DX units/economizers: 5% of customer’s rebate for DX units, 5% of customer’s rebate for DX units,

or 10% when DX unit and economizer are included on the same rebate or 10% when DX unit and economizer are included on the same rebate applicationapplication

Custom EfficiencyCustom Efficiency**

10% of customer’s rebate 10% of customer’s rebate

Efficiency ControlsEfficiency Controls**

10% of customer’s rebate10% of customer’s rebate

*Both are paid at project completion*Both are paid at project completion

Current Trade IncentivesCurrent Trade Incentives

Fluid System OptimizationFluid System Optimization Efficiency Improvements: Varies by measure identified from conducting a Efficiency Improvements: Varies by measure identified from conducting a

supply-side compressed air studysupply-side compressed air study Approved Compressed Air System projects: $150Approved Compressed Air System projects: $150 Rejected Compressed Air System projects: $50Rejected Compressed Air System projects: $50

Heating Efficiency Heating Efficiency (for rebate applications received by 4/30/13)(for rebate applications received by 4/30/13) Boiler Tune-Ups: $25/building boiler system tune-up (limit one per site, every Boiler Tune-Ups: $25/building boiler system tune-up (limit one per site, every

other year) other year) Boiler Tune-Up Plus: $150 for systems ≤ 1 MMBTUH; $300 for systems > 1 Boiler Tune-Up Plus: $150 for systems ≤ 1 MMBTUH; $300 for systems > 1

MMBTUHMMBTUH Heating-efficiency equipment/improvements: 10% of the customer’s rebate for Heating-efficiency equipment/improvements: 10% of the customer’s rebate for

all qualifying efficiency projects (excluding tune-ups and Tune-Up Plus)all qualifying efficiency projects (excluding tune-ups and Tune-Up Plus)

Current Trade IncentivesCurrent Trade Incentives

RecommissioningRecommissioning

Recommissioning projects: $2 per 1,000 kWh of savingsRecommissioning projects: $2 per 1,000 kWh of savings

— Need to achieve 8% or 10% savings thresholdNeed to achieve 8% or 10% savings threshold

““Fast Track” projects: $250 per approved project Fast Track” projects: $250 per approved project

2013 Trade Incentive Summaryxcelenergy.com/TradePartners

(It is in the upper right corner)

Trade Incentive ProcessTrade Incentive Process

Tax ImplicationsTax Implications

We send Form 1099 if over $600We send Form 1099 if over $600

W9 and Trade Partner ID Request FormW9 and Trade Partner ID Request Form

Found on Found on xcelenergy.com/TradePartnersxcelenergy.com/TradePartners

Checks can be made out to an individual or a companyChecks can be made out to an individual or a company

Trade Incentive ProcessTrade Incentive Process

Trade Partner ID # is emailed to youTrade Partner ID # is emailed to you

• Andy RyanAndy Ryan• ““A” followed by 4 digitsA” followed by 4 digits

Residential ID is not sufficientResidential ID is not sufficient

• Will not have an “A”Will not have an “A”• This means W9 paperwork is not doneThis means W9 paperwork is not done

Trade Incentive ProcessTrade Incentive Process

Trade Partner (Ally) ID must be written on the application at the time of:Trade Partner (Ally) ID must be written on the application at the time of:

• Preapproval submission (Custom and Efficiency Controls)Preapproval submission (Custom and Efficiency Controls)

• Prescriptive Rebate SubmissionPrescriptive Rebate Submission

Contact InformationContact Information

Trade Partners Website Trade Partners Website

xcelenergy.com/TradePartnersxcelenergy.com/TradePartners

Energy Efficiency Specialists Energy Efficiency Specialists

• 1-800-481-47001-800-481-4700

• At prompts, dial 2, 3, 1At prompts, dial 2, 3, 1

Trade Relations ManagersTrade Relations Managers

• Jeff Jackson 612-330-7749Jeff Jackson 612-330-7749

• jeffrey.s.jackson@xcelenergy.comjeffrey.s.jackson@xcelenergy.com

• Pat Berger 612-330-6213Pat Berger 612-330-6213

• patrick.j.berger@xcelenergy.compatrick.j.berger@xcelenergy.com