PNM Multifamily Energy

Efficiency Program
Trade Ally Orientation
BILL ECKMAN, ENERGY ADVISOR AND TRADE ALLY MANAGER

AGENDA
PNM Multifamily Energy Efficiency Program
Overview
Program Policies and Procedures

How to Qualify as a Trade Ally

PNM MULTIFAMILY ENERGY EFFICIENCY PROGRAM

OVERVIEW
What is it?
Benefits to Trade Allies
Benefits to Property Owners and Managers
Eligibility
Upgrades and Incentives

PNM MULTIFAMILY ENERGY EFFICIENCY PROGRAM

OVERVIEW
WHAT IS IT?

Direct install, prescriptive and custom retrofits

Market rate and low income
In-unit and common area upgrades

PNM MULTIFAMILY ENERGY EFFICIENCY PROGRAM

OVERVIEW
BENEFITS TO TRADE ALLIES

Grow your Business

Market Free Upgrades (direct install)
Quick Project Start
Project Lead Generation
Ongoing Support
Workshops and resources

Click Here to Find a

TRADE ALLY
for your Project

PNM MULTIFAMILY ENERGY EFFICIENCY PROGRAM

OVERVIEW
BENEFITS TO PROPERTY OWNERS AND MANAGERS

Reduce operational costs

Increase property value and marketability
Increase renter appeal: efficiency, comfort, health, and safety
Make apartments more comfortable and affordable

PNM MULTIFAMILY ENERGY EFFICIENCY PROGRAM

OVERVIEW
ELIGIBILITY

To be eligible, multifamily properties must:

Receive electric service from PNM
Consist of five or more attached dwelling units, or
complexes of four or more attached units

Comply with applicable laws of New Mexico

PNM MULTIFAMILY ENERGY EFFICIENCY PROGRAM

OVERVIEW
UPGRADE INCENTIVES

Direct Install Upgrades

In-Unit Rebates

Common Area Rebates

In-Unit Lighting
CFL Lamp 30 watts
CFL Lamp >30 watts

Lighting
Compact Fluorescent Lamp
up to 30 watts
greater than 30 watts
LED Lamp
CFL Fixture
Recessed LED Fixture
LED T8 Fixture (per lamp)

Lighting
Compact Fluorescent Lamp
up to 30 watts
greater than 30 watts
LED Lamp
CFL Fixture
Linear HP8 Fixture (per lamp)
LED T8 Fixture (per lamp)
LED Exterior Fixture
LED Exit Sign
Lighting Occupancy Sensor

$2.00
$7.00
$4.00
$12.00
$8.00
$10.00
$40.00
$18.00
$25.00

Hot Water Distribution

Hot Water Recirculation Control
(per dwelling unit served by system)
Electric Water Heating
Gas Water Heating

$20.00
$3.00

Common Area Lighting

CFL Lamp 30 watts
CFL Lamp >30 watts
LED Lamp
LED Exit Sign
In-Unit Hot Water Distribution
Low Flow Showerhead
Faucet Aerator
Hot Water Pipe Wrap

Hot Water Distribution

Low Flow Showerhead
Faucet Aerator

$2.00
$7.00
$4.00
$6.00
$5.00
$4.00

$14.00
$6.00

Heating, Ventilation, and Cooling

Split System Air Conditioning

$50.00175.00
Packaged Terminal Air Conditioner $40.0050.00
Packaged Terminal Heat Pump
$60.0070.00
Appliances
Refrigerator

$ 50.00

Custom Upgrades
In-unit and common area electricitysaving upgrades not included in the
rebate list

$0.14/
kWh

BENEFITS FOR TRADE ALLIES

DIRECT INSTALL MEASURES
Trade Ally
Incentive
$5.00

Self-Install
Incentive
$2.00

CFL Lamp >30 watts

ENERGY STAR qualified and replacing an incandescent bulb. Common areas, kitchens, and living rooms only.

$12.00

$7.00

LED Lamp
ENERGY STAR qualified and replacing an incandescent bulb. Common areas only.

$11.00

$4.00

LED Exit Sign

Common area, replacing incandescent or fluorescent exit sign.

$30.00

$18.00

Faucet Aerator
In-unit, reducing bathroom flow to 0.5 gpm from 2.5 gpm. Must have electric water heating.

$10.00

$6.00

Low-Flow Showerhead
In-unit, reducing showerhead flow to 1.5 gpm from 2.5 gpm. Must have electric water heating.

$24.00

$14.00

CFL Lamp 30 watts

ENERGY STAR qualified and replacing an incandescent bulb. Common areas, kitchens, and living rooms only.

Hot Water Pipe Wrap

$3.00
In-unit, insulating all exposed and previously uninsulated hot water pipe with 1.5 inch insulation. Must have electric water heating and
install low flow showerheads and/or faucet aerators.

NA

PNM MULTIFAMILY ENERGY EFFICIENCY PROGRAM

OVERVIEW
INCENTIVE BOOSTS

Low Income (up to 200% poverty level)

+20% X total rebate amount
Deep Savings Boosts
Based on total property savings/total number of dwelling units
+10% X total rebate amount for 1,200 kWh/unit
+20% X total rebate amount for 1,400 kWh/unit
+30% X total rebate amount for 1,600 kWh/unit

Boosts do not apply to direct install rebates

PROGRAM POLICIES AND PROCEDURES

Program Process
Documentation Requirements
Quality Assurance
Trade Ally Removal

PROGRAM POLICIES AND PROCEDURES

PROPERTY OWNER PROGRAM PROCESS

1A. Engage a trade

ally

1B. Submit Property

Evaluation Form

1C. Request a basic

audit

Customer Entry

Trade Ally Path

Self-Install Path

2. Trade Ally reservation

2. Customer reservation

3. Trade Ally installation

3. Self-Installation

4. Trade Ally receives incentive

4. Customer receives incentive

PROGRAM POLICIES AND PROCEDURES

TRADE ALLY PROGRAM PROCESS

Step 1:
Property
Evaluation
Form
Energy
Upgrade
guidance from
Energy Advisor

Step 2: Rebate
Reservation
Form
Pre installation
Program
inspection on
sample of
projects
Reservation
letter issued
upon approval

Step 3: Rebate
Request Form

Step 4: Quality
Assurance

Following
installation
With
supporting
documents to
prove upgrade
specifications,
location, and
costs

Desktop
review of
project
submission
Postinstallation
Verification
Incentive
payment

PROGRAM POLICIES AND PROCEDURES

STEP 1: PROPERTY EVALUATION FORM
Multifamily Energy Efficiency Program

Property characteristics
Location
Year built
Number of buildings and units
Common area descriptions
System types and vintages
Building Envelope
Domestic Hot Water

HVAC
Appliances
Planned upgrades

Property Evaluation Form

Site and Contact
Property name:

Property owner:

Property address:

City, state, zip code

Date:

Primary contact name:

Phone:

Email:

How did you hear about PNMs Multifamily Program?

General Information
Number of buildings:

Number of floors:

Total number of dwelling units:

Year constructed:

Year of last major renovation:

Number of low-income unit (up to 200% poverty level):

Common and non-residential spaces (e.g. pool, recreation, office, retail, etc.):

Utility Providers

Metering

Electricity:
Natural Gas:

Payment

Master

Individual

Tenant

Owner

Master

Individual

Tenant

Owner

What type of work are you planning for this property? (check all that apply):
Comprehensive rehabilitation Partial retrofit/upgrades
Undecided and/or no upgrades planned

Upgrade dwelling units at tenant turnover

Total budget:

Estimated construction start:

Upgrade common area/central system

Estimated construction completion:

Planned Work (Check all that apply)

Replace
with Basic
Model

Replace with
High Efficiency

Replace
with
Undecided

Nothing
Planned

Domestic Hot Water System

Space Heating

Space Cooling

Lighting In-Unit

Lighting Common Area

Lighting - Exterior

Refrigerators

Pool Pump
Other (please describe):

Bulbs CFL
Ballasts LED
Fixtures
Bulbs CFL
Ballasts LED
Fixtures
Bulbs CFL
Ballasts LED
Fixtures

ENERGY STAR

Variable Speed

Are the planned upgrades dependent on or influenced by PNM rebates?

Explanation:

Yes

No

Other Upgrades
Faucet aerators
Low flow showerheads
Pipe insulation
Recirculation pump controls
Solar thermal
Tank insulation
Change system type
Duct sealing
Change system type
Duct sealing
Add occupancy controls
Add daylighting controls
Add timer controls
Add occupancy controls
Add daylighting controls
Add timer controls
Add motion controls
Add daylighting controls
Add timer controls

PROGRAM POLICIES AND PROCEDURES

STEP 2: REBATE RESERVATION FORM (PRE INSTALLATION)
Multifamily Energy Efficiency Program

Rebate Reservation Form

Customer information
Contractor information
Baseline condition
Number planning to install and associated rebate
amount

Rebate Reservation Form

To reserve incentives from the PNM Multifamily Energy Efficiency Program, please complete this form and return to
multifamily@pnm.com or mail to PNM Multifamily Energy Efficiency Program, 4221Balloon Park Rd NE, Suite A,
Albuquerque, NM 87109. For assistance completing this form, call 1-888-554-3323.

Part I: Property and Contact Information

For Internal Program Use Only
Project ID

Date Received

Selected for Pre-Inspection

Yes No

Pre-Inspection Date

Property Name

Total Dwelling
Units

Total Bedrooms

Total Conditioned Floor

Area

Property Street Address

Property City

Property State

Property Zip

Project Contact Name

Project Contact Company

Project Contact Mailing Address

Project Contact City

Contact State

Contact Zip

Project Contact Email

Project Contact Phone

Project Type:
Trade Ally

Property Information
No. Low-Income
Units

Self-Install

Customer Information
Customer Name

Customer Company

Customer Billing Address

Customer City

Customer State

Account Manager

Bill Account Number

Utility Rate ID

Customer Zip

Contractor Information
Contractor Contact Name

Contractor Company

Contractor Street Address

Contractor City

Contractor State

Contractor Email Address

Contractor Phone Number

Contractor License Number

Contractor Zip

Part II: Project Upgrades and Incentives

Please review the Participant Handbook for specific upgrade requirements prior to completing Part II of the Rebate
Reservation Form. Complete the tables on pages 2 through 9, then calculate the incentive subtotal
Total Incentive Subtotal (sum of subtotals from A through D below)

=$

Incentive Boosts (to be completed by Program Personnel)

Upgrade
Low-Income Boost

Incentive Subtotal

Percentage of LowIncome Units

Incentive
Boost

Incentive
Reservation

=$

20%

1,200/unit Savings Boost

10%

=$

1,400/unit Savings Boost

20%

=$

1,600/unit Savings Boost

30%

=$

Boost Subtotal

=$

Total Incentive Reservation (sum of subtotals from A through E above)

Page 1 of 1

=$

PROGRAM POLICIES AND PROCEDURES

STEP 3: REBATE REQUEST FORM (POST INSTALLATION)

Number installed and associated rebate amount

Installation information (example):

Product Installation Worksheet s

Please use a new row for each unique product, baseline condition, and installation location. Duplicate sheets as
necessary to accommodate all installed products. If installing custom upgrades, confirm documentation needs with
your Multifamily Energy Efficiency Program Case Manager.

Lighting Lamps, Fixtures, and Occupancy Sensors

Installed Lamp
Type
(CFL, LED,
Linear HP8,
LED T8)

Product
Manufacturer

Product
Model
Number

Installed
Product
Watts

Baseline
Watts

Location
(Room Name)

Number
Installed

Rebate/
Unit

Incentive
Amount

X$

X$

X$

X$

X$

X$

X$

X$

X$

X$

X$

X$

X$

X$

X$

X$

X$

X$

X$

Rebate/
Unit

Incentive
Amount

Invoices for installed upgrade (materials and

labor)

X$

X$

X$

X$

X$

X$

X$

Permits for installed upgrades (where applicable)

X$

X$

Rebate/
Unit

Incentive
Amount

X$

X$

X$

X$

Baseline manufacturer/model/efficiency
Upgraded manufacturer/model efficiency
Installation location
Supporting documentation:
Photos of baseline and upgraded equipment
(nameplate data)

Fixture Type
(Recessed LED,
LED Exterior,
LED Exit, CFL)

Control Type

W-9 for payee

Lighting Subtotal

Product
Manufacturer

Product
Manufacturer

Product
Model
Number

Product
Model
Number

Installed
Product
Watts

Baseline
Watts

Controlled Watts

Location
(Room Name)

Location
(Room Name)

Number
Installed

Number
Installed

PROGRAM POLICIES AND PROCEDURES

STEP 4: QUALITY ASSURANCE

Desktop review 100% review of forms and supporting documentation for:

Completeness
Consistency (e.g. model info and number installed)
Customer eligibility (PNM customer information)
Upgrade eligibility (system efficiency and specifications)
Requested incentive project installation costs
No double dipping
Site verification random sample of projects

Verify that pre-installation and/or post-installation conditions match submitted forms

Trade allies have ten business days to correct any failures

PROGRAM POLICIES AND PROCEDURES

TRADE ALLY REMOVAL

Failure of any Trade Ally to comply with applicable laws, codes, or PNM guidelines or any
failure to resolve customer concerns may (in PNM sole discretion) lead to such Trade
Allys removal from the Program.

Example causes for removal:

Multiple failed QA inspections
Multiple customer complaints
Failure to obtain required permits
Misrepresentation of installed scope of work or installation costs on program forms
Charges to a customer for Program direct install measures

HOW TO QUALIFY AS A TRADE ALLY

1. Attend Trade Ally Orientation Youre here!
2. Meet Minimum Eligibility Requirements
3. Submit a PNM Multifamily Trade Ally Application

HOW TO QUALIFY AS A TRADE ALLY

ELIGIBILITY REQUIREMENTS

Licensed Contractor in New Mexico, as appropriate for services performed.

Register with the Better Business Bureau of New Mexico
Agree to obtain appropriate permits for all services performed in conjunction with the
Multifamily Energy Efficiency Program, and in accordance with the requirements of the
State of New Mexico.
Carry insurance appropriate for the services performed by all employees and
persons(s) for which the contractor may be liable.
Agree to price for measures listed under the Direct Install heading in the Incentives and
Measure Specifications section of Program Handbook.

HOW TO QUALIFY AS A TRADE ALLY

APPLICATION

Part I Multifamily Trade Ally Application

Contact information
License information
References
Agreement to program policies and procedures
Agreement to terms and conditions
Part II - PNM Release and Indemnity

TO-DO LIST
Register with the Better Business Bureau
Submit Trade Ally Application and PNM Release and Indemnity
Get projects