How to Participate
1. S ubmit a Pre-Notification Application to reserve funding. (Optional, but strongly recommended.) 2. Install the qualified technology. omplete, sign and submit Final Application with all required 3. C documentation within 6 months of project completion.
he incentive check will be sent 4 to 6 weeks after approval 4. T of the Final Application.
Table of Contents
Application Checklist Applicant Information Agreement Form New Construction Lighting Incentives New Construction Lighting Specifications New Construction LED Lighting Specifications New Construction HVAC Incentives New Construction HVAC Specifications New Construction Refrigeration Incentives New Construction Refrigeration Specifications New Construction Food Service Equipment Incentives and Specifications New Construction Motors and VSDs Incentives New Construction Motors and VSDs Specifications 1 2 4 6 7 8 9 10 11 12 14 15 16
Application Checklist
1 Verify q Application is being submitted within 6 months of project completion and includes the following components: 2 Application Information Form 5 Agreement Form q The customer has signed, dated and filled in all sections of the Agreement Form, including: Project completion date Total project cost Total incentive requested q If customer has agreed to release the check to a third party, both the customer and the third party member have signed and dated the Agreement Form.
Customer Information q Customer name is the same as it appears on PNM bills. q PNM account number is complete and accurate. (Note: New construction account information may not be available for Pre-Application, but is required for the Final Application.) q Taxpayer ID is complete and accurate; first-time customers submit W-9. Contractor Information q Full contact information for project contractor is provided. (We may need to contact your contractor to verify any project details.) q If the job is completed by in-house staff, list Contractor as done in-house. Incentive Check Information q Contact information and taxpayer ID is complete; first-time customers submit W-9. q Indicate whether the customer or a third party is to receive the check. If a third party is to receive the check: q Customer has signed box indicating third party payment q For payment to a third party, in addition to customer, third party has filled out the payment release information and signed the agreement form. 3 Incentive Worksheets
Additional Documentation
Financial q W-9 is included with application. Specification Sheets q A manufacturers specification sheet is provided for each measure installed (e.g., lamp, ballast, controls, refrigerator, freezer, ice machine, etc.). q Specification sheets include all program eligibility requirements for the measure (e.g., CRI of lamps, ballast factors, IPLV for AC units, etc.). Note: AHRI (Air-Conditioning, Heating and Refrigeration Institute) offers a helpful website for cooling specifications at ahridirectory.org. q The model numbers of all installed components match those listed on the invoices. Invoices q Invoices are dated no more than 6 months prior to rebate application date. q The installation address is listed on the invoice and is in PNM service territory. q Invoices show correct model number for each measure installed. q Invoice indicates that it has been paid by the customer (e.g., shows zero balance due, stamped paid or check number and paid date are included). Third Party Signatory Authorization Letter q If a third party is applying on behalf of the customer, the PNM Business Energy Efficiency Program requires the customer to sign the Third Party Authorization Letter agreeing to the Terms and Conditions of the program, allowing the third party to sign the application on the customers behalf. First-time customers submit W-9.
q Incentive worksheet has been completed for each applicable measure (e.g. lighting worksheet, cooling worksheet and refrigeration worksheet). q Calculators are included where required (e.g., occupancy controls). q The measures installed meet the specifications listed in the application (e.g., specifications for lighting measures).
q Customer has read and agrees with the terms and conditions of the PNM Business Energy Efficiency Program. q If customer has agreed to release the incentive check to a third party, they too have read and agreed to the terms and conditions of the PNM Business Energy Efficiency Program.
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Applicant Information
Pre-Notification or Final Application Date_____________ Date_____________
0 0 0 0 0 0 0 0 0 +0 0 0 0 0 0 0
Customer Information
Name of Contact Person____________________________________ Title___________________________ Phone # __________________________ Fax # ___________________ Email________________________ Installation Address___________________________________________________________________________ City_____________________________________________ State_______ Zip_______________
NM
Taxpayer ID (SSN/FEIN) ____________________ Tax Status ____________________________________ Contractor Information Contracting Company_________________________________________ Contact______________________ Phone # __________________________ Fax # ___________________ Email________________________ Mailing Address______________________________________________________________ City_____________________________________________ State_______ Zip_______________
NM
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Applicant Information
Third Party Payment Release
I request that the incentive check be sent to the third party indicated below.
Name of Third Party____________________________________________ Contact/Title ___________________ Phone # __________________________ Fax # _____________________ Email___________________ _ _____ Mailing Address ____________________________________________________________________________________ City_____________________________________________ State_______ Zip_______________
NM
Third Party Taxpayer ID (SSN/FEIN)___________________ Tax Status _________________________________ Total Incentive Requested, Total Project Cost and Project Completion Date Total Incentive Requested* _____________________________ Total Project Cost REQUIRED _____________________________ Project Completion Date** _____________________________
*Total Incentive Requested is an auto-populating field. Incentive cannot exceed 100% of the incremental measure cost or 50% of total project cost, whichever is lowest. **If submitting a Pre-Notification Application, Project Completion Date is an estimated date.
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Agreement Form
As an eligible PNM customer, I certify that the indicated energy efficiency measures, which will be demonstrated with supporting documentation required by PNM, were installed after May 19, 2009. The energy efficiency measures are for use in my business facility and not for resale. I have attached documentation establishing proof of payment for the items installed according to this application. Project documentation, such as copies of dated invoices for the purchase and installation of the measures and product specification sheets, is required. Further documentation requirements can be found in the Policy and Procedures Manual located on the program website, pnm.com/rebates, or can be ordered by calling the program hotline. Documentation indicating installation dates prior to May 19, 2009, will render this application ineligible. I understand that the location or business name on the invoice must be consistent with the application information. Final Applications and all required supporting documentation should be received within 60 days of the completion of the project. Applications submitted more than 6 months after project completion will be ineligible for incentives. I agree to verification by the utility or its representatives of both sales transactions and equipment installation. The energy savings from installed measures must occur on a meter with an eligible rate schedule. Most non-residential rate schedules are eligible. Master-metered non-residential rate schedules within multifamily facilities are eligible. Individually metered residential rate schedules within multifamily facilities are eligible only within the context of a property owner/managersponsored full-facility project. A qualifying multifamily facility consists of a single commercial property containing more than four dwelling units. See below: I certify that the information on this application is true and correct, and that the taxpayer ID number is the applicants. I understand that incentive payments assume related energy benefits over a period of 5 years or for the life of the product, whichever is less. I agree that if: (1) I do not install the related product(s) identified in my application, or (2) I remove the related product(s) identified in my application before a period of 5 years or the end of the product life, whichever is less, then I shall refund a prorated amount of incentive funds to PNM based on the actual period of time for which the related product(s) were installed and operating (or the full amount, if the product was never installed). This is necessary to assure that the projects related energy benefits will be achieved. I understand that the program may be modified or terminated without prior notice. I understand that this project must involve a facility improvement that results in improved energy efficiency. I also understand that all materials removed, including lamps and PCB ballasts, must be taken out of service and disposed of in accordance with local codes and ordinances. I understand it is my responsibility to be aware of any applicable codes or ordinances. Information about hazardous waste disposal can be found at epa.gov/osw/hazard/. In no case will PNM pay more than 100% of the incremental measure cost or 50% of total project cost, whichever is lowest. I understand that PNM or its representatives have the right to ask for additional information at any time. The PNM Business Energy Efficiency Program will make the final determination of incentive levels for this project. I understand that my company may be recognized as a program participant in promotional materials; however, project details will not be released without prior consent. If I choose to opt out of any recognition, I will indicate my choice in a written letter. I understand that PNM does not guarantee the energy savings and does not make any warranties associated with the measures eligible for incentives under this program, and, further, that PNM has no obligations regarding and does not endorse or guarantee any claims, promises, work or equipment made, performed or furnished by any contractors or equipment vendors, including Trade Allies listed on PNMs website that sell or install any energy efficiency measures.
PNM Tariffs
2A, 2B, 3B, 3C, 4B, 5B Water and Sewage Pumping 11B Large Service for Public Universities 15B Large Service for Manufacturing 17B Special Contract Service for Large Customers 23 Large Service for Manufacturing - Distribution Level 30B Any and all environmental credits generated by the project described in this application will be retained by PNM.
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Agreement Form
I understand that in the event funds are reserved based on a pre-notification, the payment of incentives will be based upon the Final Application and program terms and conditions, and that the PNM Business Energy Efficiency program is subject to change or cancellation at any time and without notice. PNM is not responsible for any lost, late, stolen, ineligible, illegible, misdirected or postage-due mail. All completed submissions become the property of PNM and will not be returned. PNM makes no guarantees about the availability of products or rebate forms. By participating in the PNM Business Energy Efficiency program, customers agree to waive any claims and release PNM from any liability for damages of any kind. Rebates are funded by a charge on PNM electric customer bills. I have read and understand the program requirements, measure specifications, and terms and conditions set forth in this application and agree to abide by those requirements. Furthermore, I concur that I must meet all eligibility criteria in order to be paid under this program. (Initial here) _________
As an eligible customer, I verify that the signature below is my own and that the information is correct. I am requesting consideration for participation under this program. (Initial here) _________
Third Party Signature ______________________________ Print Third Party Name ______________________________ Date _________________________
To Submit Application
OPTION 1: Email completed application, and print Agreement Form, sign and submit via email or fax.
Email Application
AND
OPTION 2: Print completed application, sign and email, fax or mail to PNM Business Energy Efficiency Program team.
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Use this lighting incentive worksheet for new construction or major renovation projects. If the lighting project is for retrofit projects, please use the custom application. Please include any lighting layouts, fixture counts or calculation spreadsheets.
Actual LPD (W/ft) Building Area (ft) Watts Reduced
Link to Specifications
Connected Watts
# of Sensors
Incentive
*Lighting Power Density (LPD) maximum values are based on ASHRAE 90.1-2007. **Incentive = (LPD baseline - LPD actual) x area x $0.30 ***Manufacturers specification sheets and supporting calculations must accompany the Final Application. Use this lighting incentive worksheet for new construction or major renovation projects. If the lighting project is for retrofit projects, please use the custom application. Please include any lighting layouts, fixture counts or calculation spreadsheets. Page
Daylighting Controls
Link to Worksheet
This measure supports the installation of a photosensor that controls dimming ballasts.
Incentive = (LPD baseline LPD actual) x area x $0.30 Area is gross lighted area of each space type. Incentive is for interior lighting only (except parking garage). Installed interior lighting power includes all power used by
the luminaries including lamps, ballasts, current regulators, and control devices.
The following lighting equipment and applications are excluded from the calculation of interior lighting power:
Lighting integral to equipment, instrumentation or applicants Lighting in retail display windows Lighting integral to advertising or directional signage Exit signs Lighting for theatrical purposes including performance,
stage, film and video production
A room-by-room count or the calculation used to determine connected watts must accompany application.
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energystar.gov/index.cfm?fuseaction=ssl.display_products_com_html designlights.org
Option B
Please submit the following documents: 1. Manufacturers product information sheet 2. LED package/fixture specification sheet 3. Manufacturer should provide methodology for calculation and justification of product lifetime estimates 4. A complete IESNA LM-79-08 test report(s) for product testing conducted at approved labs for each product The report should include the following information: Photometric measurements (i.e., light output and efficacy) Colorimetry report (i.e., CCT and CRI) Electrical measurements (i.e., input voltage, current, power, power factor, etc.) 5. Lumen Maintenance report (Select one of the following two options and submit all the corresponding documents.)
Option 1: Compliance Through Component Performance (For the Corresponding LED Package) Option 2: Compliance Through Luminaire Performance
IESNA LM-80 test report In-situ temperature measurements test (ISTMT) report Schematic/photograph from LED package manufacturer that
shows the specified temperature measurement point (TMP)
1598 environment
LEDs that do not appear on the Qualified Products list of either ENERGY STAR or Design Lights Consortium will be evaluated using the minimum-performance criteria in the appropriate product category from either ENERGY STAR or Design Lights Consortium for the following variables:
Light output in lumens Luminaire efficacy (lm/W) Color rendering index (CRI) Correlated color temperature (CCT) LED lumen maintenance at 6,000 hours Manufacturers estimated lifetime for L70 (70% lumen maintenance at end of useful life)
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Link to Specifications
Incentive (Per Ton) $15.00 Efficiency Bonus $10.00
135,000 Btu/h and 12 EER/11.9 IPLV < 240,000 Btu/h (11.25-20 tons) 240,000 Btu/h and < 760,000 Btu/h (20-63 tons) 760,000 Btu/h (> 63 tons) 150 tons 10.8 EER/12 IPLV 10.2 EER/11 IPLV 0.60 kW/ton-IPLV 0.54 kW/ton-IPLV 0.49 kW/ton-IPLV 0.61 kW/ton-IPLV 0.57 kW/ton-IPLV 0.51 kW/ton-IPLV 0.63 kW/ton-IPLV 1.04 kW/ton-IPLV 13.08-(0.2556 x Btu/h/1000) EER
$20.00
$10.00
>150 tons and 300 tons > 300 tons 150 tons
$15.00
$10.00
Chillers: Water-Cooled, Scroll Chillers: Water-Cooled, Reciprocating Chillers: Air-Cooled PTAC/PTHP Equipment Efficiency Rating
>150 tons and 300 tons > 300 tons ALL ALL ALL
$30.00 $20.00
$15.00 N/A
Equipment Model
Tons
Size Category
Incentive
Total HVAC Incentives Equipment Type Guest Room Energy Management System Hotel Guest Room Occupancy Sensor Total Other HVAC Incentives Total All HVAC Form Incentives
IEER + 0.3 = IPLV (IPLV = integrated part load value) Unit efficiency for chillers should be provided in kW per ton IPLV (IPLV = integrated part load value) Units with electric resistance heating must have EER values 0.2 higher than the efficiencies listed.
Quantity
Incentive/Unit $80.00
Incentive
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Unitary and Split Air Conditioning Systems and Air Source Heat Pumps
Incentives are offered for occupancy-based controls that regulate cooling-only HVAC units for individual hotel rooms. Sensors must be controlled by automatic occupancy detectors or a key-card system, and the default setting for controlled units must differ by at least 5 degrees (or shut the unit fan and heating or cooling off completely) from the operating set point during unoccupied periods. The incentive is per room controlled, not per sensor. The control system also may be tied into other electric loads, such as lighting and plug loads, to shut them off when occupancy is not sensed. Replacement or upgrades of existing occupancy-based controls are not eligible as a prescriptive incentive.
Chillers are eligible for an incentive if they have a rated kW/ton for the integrated part load value (IPLV) that is less than or equal to the qualifying Level 1 and Level 2 efficiency shown in the table below. The chiller-efficiency rating must be based on ARI Standard 550/590-2003 for IPLV conditions and not based on full-load conditions. The chillers must meet ARI standards 550/590-2003, be UL listed and use a minimum ozone-depleting refrigerant (e.g., HCFC or HFC). The ARI net capacity value should be used to determine the chiller tons. A manufacturers specification sheet with the rated kW/ton-IPLV or COP-IPLV must accompany the application. Qualifying efficiencies for chillers are summarized below.
Size (Tons) < 150 150 to < 300 300 < 150
kW/ton IPLV 0.61 0.57 0.51 0.60 0.54 0.49 0.63 1.04
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Link to Specifications
# of Units Incentive
Unit
Incentive/Unit
# of Units Incentive
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This measure supports the installation of a cover on open vertical or horizontal refrigerated cases to decrease cooling load. Installing films with small, perforated holes to decrease moisture buildup is recommended. The use of proper compressor capacity modulation mechanisms (such as VSDs or unloaders) also is recommended. Incentive is based on the length of the case.
Upon failure, the controller will allow the evaporator fans to function at high speed full time. Upon controller failure, temperature control will revert to the preexisting temperature control. The controller should either indicate a failure by flashing light and/or sound or be accompanied by a mounted and visible description of failure conditions and contact information. The controller must be rated to match and exceed the total amp load requirement. The controller shall not operate at more than 90% of maximum amperage capacity.
Link to Worksheet
This measure applies to the installation of controls on shade-pole or permanent split capacitors (PSC) in mediumtemperature walk-in coolers. The controller reduces evaporator fan airflow when there is no refrigerant flow. The measure must control a minimum of 1/20 HP, where fans operate continuously at full speed. The measure also must reduce fan motor power by at least 75% during the off cycle. This measure is not applicable if any of the following conditions apply:
The ASH controller will maintain an adequate door frame temperature to prevent the accumulation of condensation on door frame or mullion. The ASH controller will monitor the humidity and temperature (dew point) outside of the refrigerated device. The controller will maintain the coldest temperature possible without causing the formation of condensation. No temperature sensors shall be mounted in or on any controlled door. If a single controller simultaneously controls heaters on a refrigerator and freezer, the controller must have the means to control each device separately. Upon failure, the controller will default to full on. The heaters will become 100% active. The controller will indicate a failure by flashing light and/or sound, or send notice of failure via email, text or similar notification. The controller must be rated to match and exceed the total amp load requirement, and shall not operate at more than 90% of maximum amperage capacity.
1. The compressor runs continuously on high-duty cycle. 2. The evaporator fan does not run continuously at full speed. 3. The evaporator fan motor runs on poly-phase power. 4. The evaporator fan motor is not shaded-pole or permanent
split capacitor (PSC).
This measure is offered for replacing fluorescent refrigerated case lighting with light emitting diode (LED) source illumination. Only 5 or 6 LED light bars are eligible. LED lighting must meet Design Lights Consortium specifications summarized in the following table.
Minimum Light Output Centermounted: >=100 lm/ft End-mounted: >= 50 lm/ft Zonal Lumen Density >=95% 0-80 Minimum Luminaire Efficacy Allowable CCTs (ANSI C78.377-2008) 2700K, 3000K, 3500K, 4000K, 4500K and 5000K Minimum Luminaire Warranty 5 years
The EC fan motor controller will have a coil sensor (temperature sensor) that prevents ice accumulation on the evaporator coil. The existing site voltage will match the controllers required input voltage. The controller will maintain a refrigerated box temperature of no less than 41 F unless the refrigerated box is for special use i.e. floral case. The actual set temperature may be decided by on-site staff. The controller will maintain a freezer box temperature of no less that 10 F. On-site staff may decide the actual set temperature. The total amp requirement of all evaporator fans will not exceed the controllers rated value. The controller may allow for minor adjustments of temperature no less than 35 F and no more than 41 F, unless the refrigerated box is for special use, i.e. floral case.
35 lm/W
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Efficiency Standards for ENERGY STAR-Qualified Commercial Glass-Door Freezers (kWh per day)
Product Volume, Cubic Feet 0 < V < 15 15 V < 30 30 V < 50 50 V Freezer (kWh/Day) 0.607V + 0.893 0.733V 1.000 0.250V + 13.500 0.450V + 3.500
The incentive covers ice machines that generate 60 grams (2 oz.) or lighter ice cubes, flaked, crushed or fragmented ice. Only air-cooled machines qualify (self-contained, ice-making heads or remote condensing). The machine must have a minimum capacity of 101 lbs. of ice per 24-hour period (per day). The minimum efficiency required is per ENERGY STAR or CEE Tier 2.6 (cee1.org). A manufacturers specification sheet that shows rating in according to ARI standard 810 must accompany the application.
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Steam Cookers
ENERGY STAR beverage vending machines qualify for an incentive. Qualifying machines can be found at energystar.gov/ index.cfm?fuseaction=find_a_product.showproductgroup &pgw_code=VMC.
Combination Ovens
The oven shall meet or exceed a heavy-load cooking energy efficiency of >60%, utilizing ASTM Standard F2861. This incentive is offered for the installation of an ENERGY STAR -qualified hot-holding cabinet. This measure does not include cook-and-hold equipment. All measures shall be electric hot food-holding cabinets that are fully insulated and have solid doors in full, three-quarter and half sizes respectively. Qualifying cabinets shall not exceed the maximum idle energy rate of 20 watts per cubic foot in accordance with the ASTM Standard F2140 test method as stated by ENERGY STAR.
Hot-Holding Cabinets
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Link to Specifications
Incentive per 0.1% Efficiency Improvement Over Baseline Efficiencies $1 $2 $2 $3 $4 $9 $10 $11 $12 $15 $17 $20 $24 $25 $30 $40 $50 $60 $75 Total Incentive
Quantity
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Link to Worksheet
Quantity Incentive
Does not apply to variable pitch fans and forward curve with
inlet guide vanes, unless applicant supplies proof of kWh savings from logged or measured data.
Does not apply to replacement of a multispeed motor. Does not apply to VFDs on new chillers (existing chillers
qualify under the custom program). technology.
Variable speed drives (VSDs) installed on HVAC fans or pumps are eligible for this incentive. The installation of a VSD must accompany the permanent removal or disabling of any flow control devices such as inlet vanes, bypass dampers and throttling valves to be eligible.
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