Texas-New Mexico Power Company - TNMPtnmpefficiency.com/downloads/TNMP_EConnect_Program_Manual.pdfSECTION 1: INTRODUCTION 1.1 Manual Use and Organization The Retail Electric Provider

Texas-New Mexico Power Company

Retail Electric Provider (REP) Pilot Market Transformation Program

2018 Program Manual

Prepared by: CLEAResult

Last Update: May 7, 2018

TNMP Retail Electric Provider Pilot MTP Program Manual 2018

Page | 2 Effective Date: January 1, 2018

TABLE OF CONTENTS

Section 1: Introduction ....................................................................................................................................................... 3 1.1 Manual Use and Organization .................................................................................................................................. 3 1.2 Program Overview .................................................................................................................................................... 3 1.3 Program Goals and Objectives ................................................................................................................................. 4 1.4 Program Changes...................................................................................................................................................... 4 1.5 Roles and Responsibilities ........................................................................................................................................ 4

Section 2: Eligibility Requirements .................................................................................................................................... 5 2.1 Customer Eligibility ................................................................................................................................................. 5 2.2 Measure Eligibility ................................................................................................................................................... 6 2.3 Contractor Eligibility ................................................................................................................................................ 7

Section 3: Incentive Structure............................................................................................................................................. 8 3.1 Incentives .................................................................................................................................................................. 8 3.2 Incentive Limitations .............................................................................................................................................. 10

Section 4: Program Participation ...................................................................................................................................... 10 4.1 Program Timeline ................................................................................................................................................... 10 4.2 Participation Process .............................................................................................................................................. 10

Section 5: Customer Outreach and Recruitment............................................................................................................... 12 5.1 Program Outreach And Recruitment ...................................................................................................................... 12 5.2 REP Outreach And Recruitment ............................................................................................................................. 12

Section 6: Energy and Demand Savings ........................................................................................................................... 13 Section 7: Quality Assurance & Quality Control ............................................................................................................. 13

7.2 Customer Satisfaction ............................................................................................................................................. 14 7.3 Documentation ....................................................................................................................................................... 14

Section 8: Communications and Reporting ...................................................................................................................... 15 8.1 Communications ..................................................................................................................................................... 15 8.2 Reporting ................................................................................................................................................................ 15

Appendix A: Contractor Participation Agreement – CoolSaver ....................................................................................... 16 Appendix B: CoolSaver Toolkit ....................................................................................................................................... 25 Appendix C: Contractor Insurance Requirements- CoolSaver ......................................................................................... 26 Appendix D: Efficiency Connection Incentives ............................................................................................................... 27 Appendix E: Program Process- CoolSaver ....................................................................................................................... 28 Appendix F: Program Process- Efficiency Connection .................................................................................................... 29 Appendix G: REP Marketing Toolkit ............................................................................................................................... 30 Appendix H: Data Collection- CoolSaver ........................................................................................................................ 39



SECTION 1: INTRODUCTION

1.1 Manual Use and Organization

The Retail Electric Provider Pilot Market Transformation Program (the Program) program manual is

intended for use by participating Retail Electric Provider(s), trade allies, vendors, and Texas-New

Mexico Power Company’s (TNMP) program staff. The manual outlines the participation process

and requirements for each party in order to successfully implement this Program.

1.2 Program Overview

The Program is sponsored by TNMP and offers innovative energy saving products and services to

end use residential customers through participating Retail Electric Providers (REPs). Participating

REPs market the energy saving measures and services to their residential customers in the TNMP

service territory. In 2017, TNMP ran two separate offerings that have been combined in 2018 to

simplify management and reporting. For 2018, the Program includes multiple energy efficiency

offers that a participating REP may choose amongst and the vision is to add more offerings in the

future. Current offerings include a high performance A/C tune-up service (CoolSaverSM) and

discounted LED lighting products (Efficiency Connection). Beginning in 2018, eligible customers

will be able to take advantage of incentives for high efficiency A/C and heat pump replacements as

a part of CoolSaver and/or smart thermostats as a part of both the CoolSaver and Efficeincy

Connection channels.

CoolSaver focuses on training participating A/C contractors (trade allies) to perform high

performance Air Conditioner (A/C) and Heat Pump tune-ups using the required toolkit and applying

industry best practices in the marketplace. The Program overcomes market barriers by providing

incentives, paid to the A/C contractor, to reduce the customer’s upfront cost of system diagnosis,

correction, and upgrades, along with ensuring that these systems are correctly installed. New in

2018, the program will also offer discounted smart thermostats to be installed at the time of the

tune-up. It also provides participating trade allies with training on best practices and discounts on

high quality field tools. Energy and demand savings are captured through identifying A/C and heat

pump system inefficiencies during the tune-up and then specifically addressing the diagnosed

system inefficiencies.

Efficiency Connection is an online marketplace that enables customers to shop for discounted

energy efficiency products, currently focusing on Light Emitting Diodes (LED) lamps, from the

convenience of their home. In 2018, the products offered will include both Light Emitting Diodes

(LED) lamps and smart thermostats. Through the Program’s online marketplace, products are

delivered directly to qualifying residential customers. Program marketing informs the customer of

the importance of installing purchased products in high use areas and, in the case of lamps,

replacing incandescent and halogen lamps to increase savings. For smart thermostats, installation

will be performed by a participating CoolSaver A/C Tune-up contractor.



1.3 Program Goals and Objectives

The Program provides a “menu” of energy efficiency offerings that can be marketed to eligible

customers. The Program’s objectives are as follows:

• Achieve cost effective electric savings through completed energy efficiency measures, including A/C

tune–ups, A/C replacements, residential lighting, and smart thermostats

• Provide support and guidelines for REPs to promote and market selected energy efficiency offers

• Recruit reputable and qualified trade allies/vendors to participate, where applicable

• Provide administrative support, customer service training, and technical training to participating trade

allies

• Perform quality assurance activities designed to verify savings achieved through program activities

and improve program processes, as necessary

• Highlight the role of participating REPs so that customers better understand and appreciate the value

of services they are receiving

The table below outlines the Program’s milestones and goals for the 2018 program year.

2018 Milestones # of Units kW kWh Incentives

CoolSaver Tune-ups 200 60.6 153,600 $27,200

CoolSaver HVAC Replacements 40 32.3 75,633 $11,000

Smart Thermostats 100 0.0 100,000 $7,500

Efficiency Connection 5,400 21.3 108,351 $10,476

Total 5,740 114.2 437,584 $56,176

1.4 Program Changes

In 2018, TNMP has combined two separate offerings into the Program. Also in 2018, the program

will offer two additional measures, high performance A/C and heat pump replacements, via the

CoolSaver channel, and.smart thermostats, via both the CoolSaver and Efficiency Connection

channels.

1.5 Roles and Responsibilities

The table below explains the roles and responsibilities of all parties involved in this program:

Team Member Roles and Responsibilities

TNMP

(Program Sponsor)

• Provides program funding and oversight

• Reports program results and energy savings to the Public Utilities

Commission of Texas (PUCT)

CLEAResult

(Program Implementer)

• Markets and promotes program to eligible REPs and vendors

• Reports program results and activities to Program Sponsor

• Manages the trade ally network, including recruiting, training, and

providing technical support

• Manages third party vendor(s) to ensure program requirements

are met through services provided



Team Member Roles and Responsibilities

• Manages incentive processing and the project tracking database

• Handles priority customer or trade ally complaints, as needed

• Conducts outreach with and manages relationships with trade

allies and customers participating in the program

• Conducts quality assurance/control (QA/QC) activities to support

energy savings verification, including sampling and selecting

completed projects for field inspection

• Conducts post-installation inspections in accordance with the

outlined QA/QC procedures

Retail Electric Provider (Program Partner)

• Supports marketing and promotion of program to customers

• Supports program tracking and reporting activities

Participating Contractor

(Trade Ally)

• Attends program training and acquires required tools/equipment to

perform program services

• Schedules service and verifies customer eligibility

• Performs eligible measures according to the prescribed program

procedures

• Provides customer education while scheduling services and again

while on site

• Submits required project data to Program Implementer

• Receives incentive checks for successful completion and

verification of eligible measures

TechniArt

(Third party vendor)

• Develops and makes available to the public an approved online

marketplace

• Manages and directs all order, purchase, shipping, and vendor

reporting tasks that result in the purchased product being shipped

to the customer

• Manages general customer services, including any necessary

return or replacement orders and handling other customer

inquiries related to the website and/or product fulfilment

SECTION 2: ELIGIBILITY REQUIREMENTS

2.1 Customer Eligibility

In order to participate, a customer must meet the following criteria per offer:

CoolSaver

Eligibly Criteria A/C Tune-up

A/C Replacement

Be a valid premise located within TNMP Greater Houston or North Texas delivery service territory with a valid TNMP residential ESI ID

√ √

Be a residential customer located in a single family home, duplex, townhome, or condominium. Apartments are not eligible. (<5 ton maximum per system)

√ √

A/C or HP is operable (EER >1) √ N/A

A/C or HP is at least one year old √ √

A/C or HP has not had CoolSaver A/C Tune-up in past 5 yrs √ N/A



Eligibly Criteria A/C Tune-up

A/C Replacement

A/C or HP is one of the following equipment types

• Air Cooled Direct Expansion Packaged Systems

• Air Cooled Direct Expansion Split Systems

• Air Cooled Direct Expansion Packaged Heat Pumps

• Air Cooled Direct Expansion Split Heat Pump

√ √

A/C or HP is a geothermal, window unit, mini-split, or chiller Ineligible Ineligible

Efficiency Connection

In order to participate in Efficiency Connection, a customer must reside in a residential dwelling

located within TNMP’s footprint.

Smart Thermostat

In order to be eligible to receive incentives for the smart thermostat measure, a customer must

reside in an existing (i.e. not new) residential dwelling, excluding apartments, located within

TNMP’s service area.

General Customer Eligibility

Participating trade allies are responsible for communicating program requirements to customers

before a measure is performed. The trade ally is also responsible for confirming customer eligibility

prior to executing the service. Although the intent of the program is to provide the above offers

through participating REPs, TNMP reserves the right to provide services (measures) directly to

customers in its service territory in order to meet program goals in the event that they are not met

through REP participation.

2.2 Measure Eligibility

Measures performed to meet the requirements below will be eligible to receive incentives through the Program.

CoolSaver A/C Tune-up

• Tune-up is performed by a participating contractor

• Program required test-out data is measured and collected using the Program approved toolkit

• Complete all necessary improvements, with customer approval, including:

o Airflow correction

o Clean indoor blower, evaporator coils, condenser coils

o Correction of refrigerant charge using program-required tools and procedures

o Air filter must be cleaned, if washable, or replaced with new filter (paid for by the customer)

• Submission of the required project data through the Program-approved process for each completed

tune-up

A/C Replacement

• A/C Replacement is performed by a participating contractor

• Equipment is AHRI-matched and is a minimum of 16 SEER and12 EER (heat pumps must also have

a minimum of 8.6 HSPF) – per AHRI



• Equipment size is calculated using approved Air Conditioning Contractors of America (ACCA)

Manual J software

• Submission of the Data Collection Form for each completed replacement


• In order to be eligible, a measure must be purchased from a program-sanctioned online marketplace.

• Discounted measures purchased through the Program’s online marketplace must be installed at

eligible customer locations.

• Measures must be approved by Program Sponsor and Program Implementer.

• All lighting products must include the ENERGY STAR label.

Smart Thermostat

• All smart thermostat products must be ENERGY STAR certified.

• Specific make/model of device must be approved by TNMP and CLEAResult for eligibility.

• Discounted measures must be installed at eligible customer locations.

2.3 Contractor Eligibility


The CoolSaver offer is executed in the marketplace by participating trade allies. Contractors are

responsible for following the prescribed diagnostic procedure on the HVAC system and performing

a test-out of each system. The eligibility requirements for trade allies are outlined below.

In order to participate, licensed A/C contractors must go through a formal enrollment process that

involves signing a Contractor Participation Agreement (Appendix A), attending required program

trainings, and being approved as a participating contractor (please note that this status is

contingent upon satisfactory performance in the Program and can be revoked at any time). To

participate in CoolSaver, contractors must:

• Attend in-classroom, on-site, and/or in-field training in order to comply with program guidelines.

Follow-up training will be provided, as needed, to ensure contractor proficiency.

• Purchase or own the required CoolSaver Toolkit. This toolkit contains diagnostic tools used to

perform the CoolSaver Tune-up and perform the quality installation of system replacements. A list of

tools can be found in Appendix B and will be provided directly to trade allies.

• Own, use, and maintain all tools used to ensure that all materials may be installed to manufacturer

specifications.

Requirements for insurance, tax, and reference information are as follows and are more thoroughly

defined in Appendix C. Participating trade allies must maintain all required state, local, and

governmental licenses/certifications and will be required to provide:

• Proof of liability insurance coverage

• Proof of automotive liability insurance coverage

• Proof of worker’s compensation insurance

• Completed IRS Form W-9

• Any one of these options:

o Texas Certificate of Good Standing

o Documentation of Better Business Bureau rating of B or better

o Three (3) professional references




There are no contractor requirements for Efficiency Connection. Customers may install their own eligible measures purchased through the Program’s online marketplace.

SECTION 3: INCENTIVE STRUCTURE

TNMP provides financial incentives for eligible customers to participate in the Program. For

CoolSaver, qualifying customers will have their A/C tune-up and A/C replacement discounted by

the Program’s incentive amount, with the trade ally receiving the financial incentives directly from

Program Implementer. By purchasing measures through Efficiency Connection, participating

customers will receive an instant markdown on their purchase and the third party vendor will

invoice the Program monthly to recover the costs of the incentive reduction applied at check-out.

3.1 Incentives


TNMP is offering incentives to trade allies for the completion of A/C or heat pump tune-ups

performed at qualifying residential sites in TNMP Greater Houston and North Texas service

territory.

Measure Tune-up Type Incentive Description

A/C Tune-up

Modeled $120 Meet measure eligibility requirements described

in Section 2.2 M&V Partial $140

M&V Full $160

Toolkit

¼ the toolkit cost

Reimbursement for the purchase of program-

required equipment following the completion of

twenty five (25) qualifying tune-ups; available on

a first-come first-served basis

In the ideal situation, CoolSaver A/C Tune-ups include the completion of all six of these components:

• Clean condenser surfaces

• Clean evaporator surfaces

• Clean blower assembly (fan blades, plenum interior)

• Verify filter is clean: change or clean as needed

• Verify airflow within 15% of 400 CFM per ton; adjust as needed

• Check refrigerant charge; adjust as needed

When all six components may be performed, the technician may choose to complete either a Modeled (including only a test-out measurement) or M&V (including both a test-in and a test-out measurement) tune-up. The Program recognizes that, at times, equipment may be inaccessible or the customer may not agree to the completion of all six components. In that case, an M&V Partial may be performed.

Typically, the Program incentive covers the full cost of a tune-up, allowing customers to receive the service at no cost.



CoolSaver A/C Replacement

TNMP is offering incentives to trade allies for the installation of new high performance A/C or Heat Pump equipment at qualifying residential sites that meet the eligibility requirements described in Section 2.1 and 2.2.

Installed A/C Unit

SEER 16 17 18 21+

1.5 ton $80 $120 $150 $180

2 ton $120 $160 $190 $260

2.5 ton $160 $200 $230 $340

3 ton $200 $240 $270 $420

3.5 ton $240 $280 $310 $500

4 ton $280 $320 $350 $580

5 ton $360 $400 $430 $700

▪ If A/C system size is reduced by at least ½ ton, as demonstrated by Manual J, add an additional 50%

to the incentive amount prescribed in the table above for the tonnage of the new A/C system.

▪ If the A/C replacement is an early replacement of operational equipment, add $25.


TNMP is promoting residential energy efficiency measures that customers may purchase through

an online store/marketplace called Efficiency Connection. The Program’s current offerings include

only LEDs, but may, upon approval from TNMP, include additional energy efficiency products in

the future. A description of eligible lamps and the incentives associated with each can be found in

Appendix D. The discount (or incentive) is approximately 20-40% of the retail price of each lamp.

From time to time, modifications in the specific products offered may be required to account for

changes in product availability or other issues. When that occurs, TNMP’s approval will be required

prior to updating the online marketplace with a new product.

In general, participating REPs apply for and are assigned an initial allocation of whichever

offer/measure they request to provide to their customers. Allocations may be shifted during the

year based on performance and will be communicated in writing to each affected REP.

Smart Thermostat

In 2018, TNMP begins offering incentives for the purchase and installation of eligible smart

thermostat devices. See the table below for details.

Measure Incentive Description

Smart Thermostat

Device $50 Provided as an instant discount at the point of

sale

Installation $25 Paid to the participating contractor



3.2 Incentive Limitations

The following limitations apply to the payment of incentives: • Incentives are paid on a first come first served basis.

• Multiple incentives can be paid for more than one installation of the same “type” of measure.

• For LEDs, d will be limited to 36 lamps per purchase up to a maximum of 108 lamps per year by a

single customer location.

• For smart thermostats, discounts will be limited to 2 thermostats per ESI ID per year or at the

Program Manager’s discretion.

SECTION 4: PROGRAM PARTICIPATION

4.1 Program Timeline


CoolSaver will be available during 2018, weather dependent, beginning March 1st. All project

documentation must be submitted by December 1st, or as communicated in writing by the Program

Implementer to participating contractors.

Note: CoolSaver A/C Tune-ups require a minimum outdoor temperature (at least 70 degrees

Fahrenheit and 56.6 degrees wet bulb) to complete. Since temperature varies day to day and year

to year, it is possible that the last eligible day to perform a tune-up may be before the stated

completion date.


Efficiency Connection, the online marketplace, will be available beginning March 1st, 2018 through

December 5th, 2018.

Smart Thermostat

Thermostats purchased via Efficiency Connection will be available beginning June 13, 2018

through December 5, 2018. Smart thermostat installations performed during CoolSaver A/C Tune-

ups may be performed, weather permitting, between June 13 through December 1.

4.2 Participation Process

To participate, the residential customer follows the process outlined below. Participating REPs may

formally request modifications to this participation process based on REP-specific needs and

resources. Please see Appendix E and Appendix F for a visual illustration of the Participation

Pathways.

CoolSaver A/C Tune-up and A/C Replacement, optional Smart Thermostat

STEP 1: MARKETING AND OUTREACH

Both CLEAResult and participating Retail Electric Providers will perform outreach to eligible

customers. Brand guidelines will be developed for use by REPs to promote consistent messaging

and streamline the review process for marketing materials. See section 5 for additional information.



a. A/C Replacement: In most cases, the A/C Replacement measure will be offered directly

from particpiating contractors to customers that are unable to receive an A/C Tune-up

because the system is not operational. However, participating REPs may also select to

market A/C replacements as a stand-alone measure.

STEP 2: CUSTOMER SCHEDULES SERVICE

Customers will respond to the call to action in marketing materials and contact the Program’s call

center to enroll in the Program. CLEAResult will verify customer eligibility and provide customer

contact information to a participating trade ally, selected using a round-robin system, where

applicable. The contractor will be required to contact the customer within five business days to

schedule the service. Note: if customer accepts offer to purchase discounted smart thermostat,

customer will be directed to an online vendor portal to complete the transaction. Assigned

contractor will confirm customer has received smart thermostat prior to scheduling service.

STEP 3: CONTRACTOR PERFORMS MEASURE.

a. A/C Tune-up: Upon first arriving at the home, the participating contractor will complete a

visual inspection of potential additional charges to complete the tune-up. For example,

indoor coil access may require removal to properly clean and meet CoolSaver standards.

Following the visual inspection, if agreed to by customer, contractor will then perform the

tune-up by cleaning required components and making necessary adjustments to improve

system efficiency. A test-out will then be performed by the contractor to measure the

improvement made. The tune-up typically takes approximately one hour per system and

requires the technician has access to both the indoor and outdoor portions of the system. If

customer accepts smart thermostat offer, participating contractor will perform the

installation of the new device during the tune-up appointment time and may require an

additional 30 minutes for installation. Customer will be required to provision device after

installation.

b. A/C Replacement: The participating contractor installs the qualifying equipment, completes

the A/C Replacement Form, including data from the existing and new equipment and

customer’s signature, and submits the required documentation (see section 7.2).

STEP 4: CONTRACTOR REVIEWS RESULTS WITH CUSTOMER

After the tune-up, the contractor provides the customer a summary of any significant findings from

the tune-up and reviews the results of the services performed.

STEP 5: CONTRACTOR SUBMITS DOCUMENTATION

The contractor will submit the completed measure data, either using the approved program toolkit

or form, to the program for processing within ten (10) business days of completing the service.

STEP 6: ONSITE INSPECTION

Onsite inspections will be completed for a random sample of completed CoolSaver A/C Tune–ups

and A/C Replacements and/or smart thermostats. The inspection will be performed by

CLEAResult. The contractor is not required to be present. See section 7 for additional information

about the inspection.




STEP 1: MARKETING AND OUTREACH

Participating Retail Electric Providers will perform outreach to eligible customers. Brand guidelines

will be developed for use by REPs to promote consistent messaging and streamline the review

process for marketing materials. See section 5 for additional information.

STEP 2: PURCHASE ELIGIBLE PRODUCTS FROM ONLINE MARKETPLACE

The customer is prompted to visit a program-sanctioned website where they may shop for

approved measures. While on the website, the customer will have the opportunity to view, learn

about, and purchase eligible products. The sale is completed by the customer through a secure

credit card transaction. After the sale is completed, a confirmation email will be sent to the

customer answering questions they may have about the arrival of their products and customer

service provided by the third party vendor.

STEP 3: RECEIVE AND INSTALL PRODUCTS

Once purchased, products will be shipped directly to the customer. Both program marketing and

information included in the shipping package will encourage customers to install the purchased

lamps in high use areas. Shipping typically takes 3-5 business days from the time the order is

completed. Note, if customer purchases a smart thermostat, the customer may be enrolled in the

CoolSaver A/C Tune-up program to complete installation.

SECTION 5: CUSTOMER OUTREACH AND RECRUITMENT

5.1 Program Outreach And Recruitment

CLEAResult will assist the REPs with marketing materials, internal training, and outreach

strategies that will increase awareness of the benefits of the Program offering and drive

participation. Using TNMP program-approved language, REPs may use other venues to reach

customers including events, acquisition activities, customer service calls, social media initiatives,

website, retention activities, and bill messaging. CLEAResult will complete the following activities to

assist REP outreach activities:

Activities Description

Internal Preparedness

• General training to CLEAResult call center and customer service

representatives

• Call center scripts and calling tree

Marketing Guidelines

• Develop language and graphic guidelines for use by REPs for the

creation of marketing materials

• Flow chart of marketing materials approval process and timeline

• Brochure templates that provide a general program overview

5.2 REP Outreach And Recruitment

Suggested REP marketing activities are included in the table below. The REP Marketing Toolkit

can be found in Appendix G. This guideline identifies the approval process, timeline, and approved



marketing tactics and language for marketing material produced by the REP and/or Program

Implementer for this program.

Activities Description

Internal Preparedness • General training to CLEAResult call center and customer service

representatives

Targeted Direct Mail and E-Mail

• Use several direct mail options to reach customers directly

including door hangers, bill inserts, direct mail postcards, and

email

Online Advertising • Pre-approved options for use on social media networks

SECTION 6: ENERGY AND DEMAND SAVINGS


CoolSaver A/C Tune-ups savings are based on the M&V Protocol as described in section 2.1.1 of

Volume 4 of the Texas Technical Reference Manual version 5.0. The savings are based on past

CoolSaver data as well as the approved and recently evaluated savings methodology.

A/C Replacement

The energy and demand savings for each A/C Replacement are based on the deemed savings

methodology described in sections 2.2.3 and 2.2.5 of Volume 2 of the Texas Technical Reference

Manual version 5.0. Savings vary based on new and existing equipment tonnage, SEER, and EER,

as well as the age and functional status of the existing equipment.


The energy and demand savings for each energy efficiency product available is based on the

savings methodology described in sections 2.1.3 and 2.1.4 of Volume 2 of the Texas Technical

Reference Manual version 5.0.

Smart Thermostat

The energy and demand savings for smart thermostat devices is based on Frontier Associates’

draft measure for petition in early 2018 and are reflected in the table below:

Region Cooling Savings Heating Savings

Electric Resistance Heat Pump

Climate Zone 2: North 196 kWh / ton 273 kWh / ton 99 kWh / ton

Climate Zone 3: South 229 kWh / ton 178 kWh / ton 62 kWh / ton

SECTION 7: QUALITY ASSURANCE & QUALITY CONTROL

CoolSaver A/C Tune-up, A/C Replacement, and Smart Thermostat

CLEAResult will review data from each submitted project as well as conduct random field

inspections to verify that:

• Energy efficiency measures were installed in TNMP service territory

• Installed measures meet the eligibility requirements described in Section 2 of this Manual



Area Method of Verification

Customer eligibility The ESI ID number is used to confirm the premise receives service in the

TNMP service territory.

Measure eligibility An engineering review is performed on each completed project report submitted

by participating contractors. On-site inspections of randomly selected projects

are conducted by CLEAResult.

The table below outlines the sampling protocol CLEAResult will use for inspections and document

review.

Type of Inspection Percentage

Onsite Inspection* 5% of all projects

Documentation 100% of all projects

*On-site inspections can include visual and/or diagnostic testing. The final quantity of inspections and sampling protocol will be dependent upon available budget.


CLEAResult will review data provided by the third party vendor to identify improvements needed to

program marketing and education, online marketplace, pricing or shipping.

Area Method of Verification

Customer eligibility • Participating REPs are required to target their marketing/promotional

messages to customers with an eligible TNMP ESI ID.

• Customer’s mailing zip code will be captured during the purchase

process. CLEAResult will, to the extent possible, investigate purchases

to zip codes that are not completely within TNMP’s footprint.

Measure eligibility • Only eligible products are available through the online marketplace.

7.2 Customer Satisfaction

CLEAResult will proactively seek customer feedback and review for program improvement

opportunities. CLEAResult will do this through regular meetings with participating REPs, who will

themselves be monitoring their customer’s response rates and general satisfaction with

participating in this offer, in addition to working with the third party vendor, who will be fielding

general customer inquiries as it relates to the website and/or the customer’s specific order.

7.3 Documentation

CLEAResult will conduct one hundred percent (100%) inspection of program documentation.

Below is the documentation that CLEAResult will review to verify the measure meets program

eligibility requirements.



Measure Documentation Responsible Party Sent to

LED Lamp Sales Report → Third Party Vendor → CLEAResult

A/C Tune-up Project Submittal → A/C Contractor → CLEAResult

A/C Replacement Project Submittal AHRI Certificate Manual J summary

→ A/C Contractor → CLEAResult

Smart Thermostat Project Submittal → A/C Contractor → CLEAResult

Sales Report → Third Party Vendor → CLEAResult

SECTION 8: COMMUNICATIONS AND REPORTING

8.1 Communications

The CLEAResult Program Manager is the primary contact for the program. CLEAResult will

communicate regularly and hold a quarterly progress meeting. This standing meeting, which may

be held either in person or via conference call, will be used to review the following:

• Program performance to date

• Upcoming marketing and other program activities

• Recent contractor or customer feedback (with a focus on resolving any complaints)

• Recent customer service concerns

8.2 Reporting

CLEAResult will provide a monthly summary report to TNMP and the participating Retail Electric

Providers. The monthly report will contain the following, all of which will focus on activities for the

previous reporting month:

• Program performance, including:

• Month-to-date (MTD) and Year-to-date (YTD) products purchased

• MTD and YTD Incentives approved ($)

• MTD and YTD Savings achieved (kW and kWh)

• QA/QC results

• Contractors enrolled

• Anything else TNMP and CLEAResult agree upon as monthly reporting may require.



APPENDIX A: CONTRACTOR PARTICIPATION AGREEMENT – COOLSAVER



















APPENDIX B: COOLSAVER TOOLKIT

In 2018, CoolSaver supports iManifold and iConnect toolkits. The iManifold-based toolkit includes

wireless sensors and probes, as well as a tablet-based application. CoolSaver continues to work

closely with the application developers to improve the customized CoolSaver plugin. This

proprietary plugin follows a contractor’s workflow, allows values from wireless probes to be

imported automatically, and allows project data to be uploaded directly from the tablet. The

application is available to participating contractors working on CoolSaver projects for no charge to

the contractor.

The NPI iManifold tune-up kit contains all of the tools required to properly commission and

performance test any residential A/C or heat pump system. Multiple toolkits are available, at a

variety of price points, to meet contractor’s needs on a variety of project types.

CSiMan1 CSiMan2 CSiMan3 iManifold Toolkit Includes:

1 1 1 Imperial Manifold (900-M) 1 1 1 Repeater Probe (912-M) 3 3 3 Wireless Temperature/Humidity Probes (911-M) 2 4 8 Pipe Wrap Probe (901-M) 0 1 3 Wireless Low Pressure Probes (913-M) 0 1 3 Wireless High Pressure Probes (914-M) 1 1 1 RYB Ball Valve Hose Set (955 MRS) 1 1 1 Tool bag for kit transport (TB-52)

CSiCon1 CSiCon 2 CSiCon 3 iConnect Toolkit Includes:

1 1 1 iManifold iConnect (900-C) 1 1 1 Repeater Probe (912-M) 3 3 3 Wireless Temperature/Humidity Probes (911-M) 2 4 8 Pipe Wrap Probe (901-M) 1 2 4 Wireless Low Pressure Probes (913-M) 1 2 4 Wireless High Pressure Probes (914-M) 1 1 1 RYB Ball Valve Hose Set (955 MRS) 1 2 4 Pair Brass Tees for Charging 1 1 1 Tool bag for kit transport (TB-52)

ALSO REQUIRED: (user provided) • Apple iOS or Android smart device (phone or tablet)

• NOTE: CoolSaver Participating Contractors should contact their technical trainer or program

manager before purchasing any of the above devices to find out which devices are actively

supported by the Program.

• Download and installation of FREE CoolSaver Application: ANDROID or iOS



APPENDIX C: CONTRACTOR INSURANCE REQUIREMENTS- COOLSAVER

Participating contractor shall purchase insurance as stated below:

• Commercial General Liability ($1,000,000 per event of bodily injury, property damage or personal

injury or death)

• Automotive Liability ($1,000,000 combined single limit, including coverage over owned, non-owned

and hired vehicles)

• Worker’s Compensation and Employer’s Liability (in accordance with statutory minimums, but no

less than $1,000,000 per event of injury or death each accident)

In any policy of insurance required is subject to a general aggregate limit, then such aggregate limit

shall be at least twice the event limit.

Prior to commencing the Work, participating contractor shall furnish certificates of the insurance.

Such certificates shall provide that thirty (30) days written notice shall be given to CLEAResult prior

to cancellation of or material change in the coverage.



APPENDIX D: EFFICIENCY CONNECTION INCENTIVES

Type of Lamp Lamp Description Incentive

A-lamp (60W equiv) 9w-10w A19 Omni LED $1.90

A-lamp (75W equiv) 11w-13w A19 or A21 LED $1.46

A-lamp (100W equiv) 15w-18w A21 Omni LED $2.51

Directional 7w-8w R20 LED $4.26

Directional 8w-19w BR30 LED $2.76

Directional 10w-17w BR40 LED $3.26

Directional 17w Par38 LED $6.76

Decorative (Globe/Cand.) 5w Candle LED E12 Base $1.85

Decorative (Globe/Cand.) 6w-7w G25 Globe LED $1.50



APPENDIX E: PROGRAM PROCESS- COOLSAVER



APPENDIX F: PROGRAM PROCESS- EFFICIENCY CONNECTION



APPENDIX G: REP MARKETING TOOLKIT



















APPENDIX H: DATA COLLECTION- COOLSAVER

A/C Tune-up

During each tune-up, each A/C system is tested to verify proper operational ranges are achieved

from the measure performed. These test-out variables are submitted via the Program toolkit or

directly into the Program’s proprietary database, QuickBase.

Contractors collect all project data and submit it to the Program for review and approval.

Contractors have the option to either (1) purchase a toolkit that will enable them to both record

measurements and project data and then, when the project is complete or (2) collect project data

on a program-approved form and submit it directly into the program’s online portal. Both of these

options improves upon previous data submission processes by reducing time to document and

submit project data. Both options include built-in parameters and helpful hints, thus improving the

quality of information collected.

Following is data that is typically collected during a CoolSaver Tune-up:

CoolSaver Tune-up

• ESI ID Number

• Existing unit data

o Model & Serial numbers

o Whether or not the unit is well maintained

o Whether or not the duct system is well maintained

o Approximate remaining effective useful life (EUL)

o Tune-up data

• Other checklist items

o Evaporator coil cleaning

o Blower fan cleaning

o Condenser coil cleaning

o Air filter cleaned or replaced

o Refrigerant adjustment

• Date of tune-up

A/C Replacement

During each A/C replacement, the participating contractor will collect project data on a form

provided by the Program. Data that is typically collected during a CoolSaver Replacement

includes:

CoolSaver Replacement



• ESI ID Number

• Existing unit data

o Model & Serial numbers

o Nominal tonnage & SEER

o Manufactured year & estimated remaining life

o Condenser incoming & outgoing air temperature

(Early Retirement only)

• New unit data

o Condenser and Indoor Coil Model & Serial numbers

o Nominal tonnage

o SEER & EER (& HSPF, heat pumps only)

o Manual J summary sheet

o AHRI certicate

• Customer signature and date

Documents

Texas-New Mexico Power Company - TNMPtnmpefficiency.com/downloads/TNMP_EConnect_Program_Manual.pdfSECTION 1: INTRODUCTION 1.1 Manual Use and Organization The Retail Electric Provider