Retrofit Lighting Application Public Service Company of Oklahoma (PSO)’s High Performance Business Program is designed to help nonresidential customers replace aging, inefficient equipment and systems with energy-efficient technologies. The program provides customers with rebates and technical assistance that will facilitate the installation of premium efficient equipment.
Application and Instructions Program Details The program offers rebates for qualifying energy conservation measures purchased and installed after January 1, 2013 and within 60 days of submitting a completed application, and is not retroactive for products purchased or installed prior to this date. Details of the program, including rebate levels and technical requirements, are subject to change without prior notice. You may go to PowerForwardWithPSO.com to get the most current program information, or you may call 888.776.1366.
Eligible Participants Rebates are available to non-residential, commercial, industrial, government, institutional and non-profit electric service customers within the PSO service territory.
Step 1 Review program materials to confirm your proposed equipment meets program requirements. Visit the program website at PowerForwardWithPSO.com or contact us at 888.776.1366 with any questions about eligibility. Step 2 Complete the program application and the retrofit lighting worksheet. Refer to the Application Checklist on page 9 to verify that all required information and documentation are included for submission to PSO. Applications not requiring pre-approval should also include the customer's authorized signature and proof of purchase (detailed invoices). Incomplete applications will not be accepted and will be returned to the applicant for completion. Please indicate if the rebate payment should be made payable to the customer of record or a third party, such as the installation contractor. All rebate payments require authorization from the customer of record. Complete application packages may be submitted by U.S. mail, fax or email. Mail:
ICF International 907 S. Detroit Avenue Suite 505 Tulsa, OK 74120
Email:
[email protected]
Online:
PowerForwardWithPSO.com
Eligible Equipment Eligible lighting equipment and rebate amounts are listed on pages 4-8 of this application form. These measures are subject to the associated technical eligibility criteria. All equipment must be new; used or refurbished equipment is not eligible. This application form is applicable to lighting retrofit projects. New construction projects and additions to existing facilities are not eligible through this application form.
Pre-Approval Requirements Projects with total rebates less than or equal to $5,000 do not require pre-approval from PSO. The applicant must purchase the qualifying equipment and submit a completed application form and supporting documentation within 60 days of the date PSO receives your application. Projects with total rebates greater than $5,000 require preapproval from PSO prior to purchasing and installing any equipment. After the application has been pre-approved by PSO, the applicant will be notified in writing, assigned a project identification number, and given any specific instructions. The applicant may then purchase and install the pre-approved equipment.
Participation Instructions Please review the program Terms and Conditions on page 10 and any specific application or measure code requirements.
Fax: 877.568.2501
Step 3 Applications not requiring pre-approval will be processed for payment, subject to post-installation inspection. Applications requiring pre-approval will be processed and PSO will notify the applicant in writing when the review is complete and funds have been reserved. Upon receipt of program pre-approval, participants may purchase and install their energy-efficient equipment. PSO will notify customers if an inspection of the facility is necessary prior to pre-approval. Any changes in the proposed equipment, quantities, or operating conditions must be approved by PSO prior to implementing. Step 4 Upon project completion, please review your pre-approved application and note any changes to the project that occurred during installation. Submit the pre-approval letter, with the authorized customer signature and proof of purchase for rebate payment. PSO will notify customers if an inspection of the facility is necessary prior to final payment processing.
Questions If you have questions about the program, call 888.776.1366, email
[email protected] or visit PowerForwardWithPSO.com.
Application Date
Expected Completion Date
Company Name
PSO Electric Account#
Street Address (of the facility) City
State
Zip
City
State
Zip
Contact Person
Title
Mailing Address (if different)
Telephone No.
Fax No.
Email
Building Type (select one) Office
Retail
School
University
Religious Facility
Grocery
Industrial
Warehouse
Health Facility
Multifamily
Restaurant
Other
Lodging
I. PAYMENT INFORMATION Check Payable to:
Customer
Service Provider
Federal Tax ID Number (of recipient) Tax Status of Recipient (check one) Corporation
LLC
Partnership Proprietorship
lndividual
Not for Profit
Customer Name (please print) Customer Signature (if payment to Service Provider) Title
Date
II. SERVICE PROVIDER INFORMATION Who should we contact regarding this application?
PSO Customer
Service Provider
Company Name Mailing Address City
State
Contact Person
Title
Telephone No.
Fax No.
Zip
Email
III. RETROFIT LIGHTING TECHNICAL REQUIREMENTS General LED Requirements LED replacement lamps and LED luminaires must be listed on the DesignLights Consortium (DLC) or ENERGY STAR® Qualified Products list.
DLC or ENERGY STAR® qualified retrofit kits are acceptable as substitutions for fixture replacements. LED measures not listed on this application may be considered under the custom application, provided the measures are DLC or ENERGY STAR® qualified products.
LED lamps purchased through retail channels where PSO ENERGY STAR residential lighting discounts are applied at the pointof-sale are not eligible for rebates.
TLED Requirements The following technical requirements apply to prescriptive measure codes using TLED (tubular/linear LED lamps) technology.
All TLEDS, regardless of type or application, must be listed on the DesignLights Consortium (DLC) qualified product list (QPL). If proposing to install TLEDs in existing fixtures using a delamping approach (e.g., installing 2 TLEDs in place of 4 fluorescent lamps), then standard fluorescent delamping technical requirements apply, such as requiring lamp centering and the use of listed retrofit kits. Currently, three types of TLED products are recognized. Specific technical requirements for each TLED variant are listed below. Type A - TLED using existing instant or rapid start fluorescent ballast as power supply
Existing ballast must remain, per manufacturer instructions Label must be installed in fixture indicating that fixture has been retrofitted with TLEDs and that fluorescent lamps should not be installed as replacements. Type B - TLED with no external driver; line voltage (120 / 277v) applied to TLED via lampholder
Existing fluorescent ballast must be removed Condition of existing lampholders must be verified; replace damaged, corroded, cracked lampholders as necessary Label must be installed in fixture indicating that fixture has been retrofitted with TLEDs and that fluorescent lamps should not be installed as replacements. Type C - TLED using dedicated external driver
Existing fluorescent ballast must be removed Technical specifications for the power supply/driver supplied with the TLEDs must be submitted General Linear Fluorescent Lamp and Ballast Requirements High-Performance T8 (HPT8), Reduced-Wattage T8 (RWT8), T5/T5HO lamps and qualifying ballasts are permitted for all measure codes unless specified otherwise in the lighting system eligibility requirements.
32w 4-ft HPT8 lamps and high-efficiency T8 ballasts must be listed on the Consortium for Energy Efficiency (CEE) product list or meet CEE standards. Visit www.CEE1.org for further information.
28w and 25w 4-ft RWT8 lamps and high-efficiency T8 ballasts must be listed on the Consortium for Energy Efficiency (CEE) product list or meet CEE standards. Visit www.CEE1.org for further information.
8-ft T8 lamps are not eligible for prescriptive lighting rebates. 17w 2-ft T8 or 25w 3-ft T8 lamps must have minimum efficacy of 75 mean lumens/watt.
LED Integral Replacement Lamps
IV. RETROFIT LIGHTING MEASURES AND REBATES Measure Code
Measure Description
Min. Watts Reduced
Rebate/ Unit
Technical Requirements Installation of type A, PAR, MR, BR, R, G
100
LED screw-in lamps, MR11/ MR16 lamps, & recessed can/downlight retrofit trim kits.
25
$10/ Lamp
or B integral screw-in lamps to replace medium or candelabra-based incandescent or halogen lamps of similar nominal size Applicant must verify compatibility with existing controls Self-contained recessed can/downlight trim kits are acceptable
LED Interior Fixtures
Installation of new recessed, surface,
104
Interior LED Recessed, Surface, Track, Pendant downlight fixtures.
35
$20/ Fixture
105a
Replacement/Retrofit of linear fluorescent T12/T8 (existing 1-2 lamps) fixtures with new LED fixtures, or self-contained LED retrofit kits.
20
$30/ Fixture
105b
Replacement/Retrofit of linear fluorescent T12/T8 (existing 3-4 lamps) fixtures with new LED fixtures, or self-contained LED retrofit kits.
35
$60/ Fixture
pendant or track luminaires to replace incandescent, halogen, linear fluorescent or CFL luminaires Applicant must verify compatibility with existing controls Recessed can/downlight trim kits qualify under Measure Code 100
Installation of new LED troffers, panels or similar linear luminaires. Self-contained LED retrofit kits (2x4 LED troffer kits, “array” kits, etc.) are also permitted Applicant must verify compatibility with existing controls Installation of TLEDs qualifies under measure code 111 or 115
LED Linear Lamp Retrofit (TLEDs)
Installation of self-contained occupancy-
125
LED Stairwell fixture containing integrated occupancy control furnished by manufacturer.
N/A
111
LED Linear Tube Replacement/Retrofit
10
$20/ Fixture
based luminaires in stairwell retrofit projects Eligible fixtures contain onboard, factoryfurnished occupancy controls and are designed for stairwells and other seldomoccupied spaces Not eligible for additional lighting control rebates on page 8
$5/ Lamp
Please refer to TLED requirements on page 3
Installation of TLEDs in new fixtures does 115
Permanent Delamping/ Retrofit LED Linear Tubes (4 lamps existing removing 2)
40
$21/ Fixture
not qualify for rebates; TLED rebates are for the retrofit of existing fixtures only
IV. RETROFIT LIGHTING MEASURES AND REBATES (CONTINUED) Measure Code
LED High Bay/Low Bay Fixtures
106a
LED Exit Signs
New LED High/Low Bay Fixture; Replacing ≤ 250w existing.
Min. Watts Reduced
Rebate/ Unit
Technical Requirements
Installation of LED high/low bay luminaires 100
$80/ Fixture
in place of HID sources
Luminaires must be on DLC QPL as one
106b
New LED High/Low Bay Fixture; Replacing 251w–400w existing.
175
$150/ Fixture
106c
LED Refrigeration Lighting
Measure Description
90
New LED High/Low Bay Fixture; Replacing 401w– 1,000w existing.
450
LED exit signs.
10
$325/ Fixture
$10/ Sign
of the following categories: High Bay Luminaires for Commercial and Industrial Buildings; Low Bay Luminaires for Commercial and Industrial Buildings or High Bay Aisle Luminaires Fluorescent high/low bay luminaires lamped with TLEDs will not qualify for rebates Luminaires must be installed ≥ 15-ft AFF Replacement of existing linear fluorescent fixtures is permitted, provided that minimum wattage reduction requirements are met. The sum of the existing lamp wattage will determine which measure code is applicable. Wattage ranges referenced in the measure descriptions apply to nominal lamp wattage, not system wattage Installation of on-board occupancy sensors qualifies for additional rebate under Measure Code 83 on page 8
Installation of LED exit signs to replace incandescent or fluorescent sources
LED retrofit kits are not eligible
Installation of LED strips to replace T12 95
LED reach-in freezer or cooler lighting.
N/A
$20/ Fixture
and T8 sources in refrigerated display case LED strips must completely replace existing gear Existing channel wiring may be reused, if necessary
IV. RETROFIT LIGHTING MEASURES AND REBATES (CONTINUED)
LED Exterior Fixtures
LED Parking Garage Fixtures
Measure Code
109a
Measure Description
Exterior LED Parking Garage Fixture or retrofit kit; replacing 150w and lower.
Min. Watts Reduced
Rebate/ Unit
50
$75/ Fixture
109b
Exterior LED Parking Garage Fixture or retrofit kit; replacing 151w and higher.
80
$100/ Fixture
110a
Exterior LED Parking Lot, Gas Canopy, Area, Flood, Wallpack or retrofit kit; replacing 150w and lower.
35
$35/ Fixture
110b
Exterior LED Parking Lot, Gas Canopy, Area, Flood, Wallpack or retrofit kit; replacing 151-250w.
50
$50/ Fixture
110c
Exterior LED Parking Lot, Gas Canopy, Area, Flood, Wallpack or retrofit kit; replacing 251-400w.
80
$115/ Fixture
110d
Exterior LED Parking Lot, Gas Canopy, Area, Flood, Wallpack or retrofit kit; replacing 401w or higher.
350
$250/ Fixture
Technical Requirements
Installation of recessed or surface luminaires in parking garages to replace HID or linear fluorescent luminaires DLC-listed retrofit kits are acceptable Installation of on-board occupancy sensors qualifies for additional rebate under Measure Code 83 on page 8
Installation of parking lot, gasoline canopy, area, flood or wallpack luminaires to replace HID or incandescent luminaires DLC-listed retrofit kits are acceptable Wattage ranges referenced in the measure descriptions apply to nominal lamp wattage, not system wattage
IV. RETROFIT LIGHTING MEASURES AND REBATES (CONTINUED)
Fluorescent Lamp & Ballast Retrofits
Measure Code 11a
11b
Measure Description Relamp/reballast: Retrofit existing linear fluorescent fixtures with RWT8 lamps and qualifying electronic ballast.
1-2 lamps
Min. Watts Reduced
Rebate/ Unit
10
$5/ Fixture
Technical Requirements
Lamp-for-lamp retrofits of existing linear fluorescent systems
3-4 lamps
15
$8/ Fixture
RWT8 lamps must be installed in conjunction with qualifying CEE-listed electronic ballasts
Delamping and retrofit of existing linear
New General-Purpose Fluorescent Fixtures
Fluorescent Permanent Delamping
fluorescent systems
New fixtures may be used to delamp, provided 15a Permanent delamping/retrofit: replace or retrofit existing fluorescent systems with RWT8, T5 or T5HO lamp(s) and qualifying electronic ballast. 15b
that lamp reduction requirements are met
2-3 lamps existing; removing 1 lamp
28
$10/ Fixture
4 or more lamps existing; removing 2 or more lamps
45
$20/ Fixture
Luminaires must be permanently delamped through the use of UL / CSA-listed retrofit kits specifically for this purpose; lamps must be recentered in luminaires Light levels may be affected; therefore, delamping may not be appropriate for all applications Reflectors, if specified, shall have a minimum reflectivity of 90% and should be used if necessary to provide proper lighting levels or quality When delamping 8ft fixtures using 4ft nominal lamps in tandem, total existing and proposed lamp footage will be used as basis for determining appropriate measure code
Installation of fluorescent luminaires in retrofit projects 20
New fixture containing RWT8, T5 or T5HO lamps and qualifying electronic ballast.
15
$10/ Fixture
Eligible new fixtures may be surface, recessed, suspended or self-contained retrofit kits
Fixtures include standard troffers, strips, wraps, industrial and vapor tights, and advanced fixtures
Fluorescent High Bay Fixtures
Installation of fluorescent high/low bay luminaires 61
New Fluorescent T5HO/HPT8 High/Low Bay Fixture; Replacing ≤250w HID.
62
New Fluorescent T5HO/HPT8 High/Low Bay Fixture; Replacing 251w–400w HID.
70
$30/ Fixture
80
$40/ Fixture
63
New Fluorescent T5HO/HPT8 High Bay Fixture; Replacing 401w– 1,000w HID.
200
$70/ Fixture
in place of HID sources or linear fluorescent fixtures Reduced-wattage T8 and standard T5 lamps are not permitted with this measure code Overall fixture efficiency must be ≥ 80% Luminaires must contain 3–12 lamps and be installed ≥ 15-ft AFF Wattage ranges referenced in the measure descriptions apply to nominal lamp wattage, not system wattage. For existing fluorescent fixtures, the sum of the existing lamp wattage determines which measure code is applicable. Installation of on-board occupancy sensors qualifies for additional rebate under Measure Code 83 on page 8
V. RETROFIT LIGHTING CONTROL MEASURES AND REBATES Measure Code
Measure Description
Min. Watts Controlled
Rebate/ Unit
Technical Requirements
Hardwired wall switch occupancy 81
Occupancy Control – Wall Switch Replacement.
40
$50/ Control*
119
$125/ Control*
*SPECIAL PROMOTION*
82
Occupancy Control – Ceiling/Wall Mount.
Hardwired or wireless ceiling or wall-
*SPECIAL PROMOTION*
Lighting Controls
control; passive infrared, ultrasonic or dual technology Residential grade controls or those with manual on override capability are not eligible
mounted remote occupancy control; passive infrared, ultrasonic or dual technology
Hardwired fixture-mounted occupancy 83
Occupancy Control – Fixture Mounted.
40
$40/ Control*
Custom
Custom
*SPECIAL PROMOTION*
N/A
Daylight Control – Continuous dimming – dimming ballasts.
86
Daylight Control – On/off control – standard ballasts.
88
Occupancy Controls – LED Reach-in freezer or cooler lighting.
controls; passive infrared, ultrasonic or dual technology Controls may be furnished as new equipment by fixture manufacturer or installed on existing fixture(s) as a retrofit measure
This measure may be considered under the Custom application. Please consult a program representative for further instructions
Hardwired photo control designed to 192
$35/ Control
N/A
$10/ Control
extinguish lamps in response to ambient daylight Minimum of four ballasts per control unit Applicable to interior lamps or fixtures only
Hardwired occupancy control designed to operate refrigerated case strips
Controls may be installed at end of aisle or on individual cases
*SPECIAL PROMOTION: The rebates for these control types have been increased to cover up to 100% of the cost, based on standard market values. The special promotion rebate amounts are valid while supplies last.
VI. APPLICATION CHECKLIST Please include the following items: Complete application (customer and payment information page and customer acknowledgment). PSO electric account number (on customer information page). Supporting documentation to include manufacturer’s specification (cut) sheets for all lamps, ballasts, fixtures and controls. Complete retrofit lighting worksheet. Customer signature and proof of purchase (contractor receipts), at time of project completion. Applications will be processed in the order in which they are received. Applicants will be notified as to their pre-approval status and/or any pre-inspection requirements within 10 business days from submission. PSO will process applications for payment in the order received and issue rebate payment within 4 weeks from final approval. Applicants will be notified if post-installation inspections are required prior to final payment. VII. FOR PROJECTS NOT REQUIRING PRE-APPROVAL (≤ $5,000) CUSTOMER ACKNOWLEDGMENT By signing below, I hereby certify that all statements made on this application are correct to the best of my knowledge and that I have read and agree to the Terms & Conditions on page 10. Customer or Authorized Representative Name (please print) Customer Signature Title
Date
VIII. FOR PROJECTS REQUIRING PRE-APPROVAL (> $5,000) CUSTOMER ACKNOWLEDGMENT By signing below, I hereby certify that all statements made on this application are correct to the best of my knowledge and that I have read and agree to the Terms & Conditions on page 10. Customer or Authorized Representative Name (please print) Customer Signature Title
Date
Note: Upon completion of project, PSO customer of record must sign and return the written pre-approval letter and provide invoices for all energy efficiency measures.
For more information about the program, go to PowerForwardWithPSO.com or call 888.776.1366. Please submit for review via one of the following: Email:
[email protected] Mail to: ICF International, 907 S. Detroit Avenue, Suite 505, Tulsa, OK 74120 or Fax to: 877.568.2501
IX. TERMS & CONDITIONS Note: The term “contractor” includes service providers. Eligibility: Rebates are available to PSO non-residential electric customers for the purchase and installation of qualifying energysavings measures in the PSO service territory, subject to these Terms and Conditions (T&Cs). High volume electric usage Customers that have elected to opt out of energy efficiency programs, by notifying PSO in writing using the PSO provided Opt-Out form, are not eligible to participate. PSO reserves the right to deny any application that may result in PSO exceeding its program budget. Rebates are limited, offered on a first-come/first-served basis, and are subject to project and Customer eligibility and funds availability. Program Dates: Rebates are available for energy-savings measures purchased after January 1, 2013, and before December 31, 2015. Authorization, Program Changes, Suspension, or Cancellation: PSO may change the program requirements, rebates or T&Cs, including suspending acceptance of applications or terminating the program, at any time and without notice. In the event of a program change, pre-approved applications will be processed to completion under the T&Cs in effect at time of pre-approval. Submission of a completed application does not entitle Customer to program participation. For projects requiring pre-approval, entitlement to program participation and PSO’s obligation to pay rebates may occur only after PSO has granted written authorization, which PSO may grant or not at its sole discretion. Project Approval: Pre-approval is required for all prescriptive projects qualifying for a total rebate of more than $5,000, and for all custom projects and all prescriptive LED traffic signal projects, regardless of total rebate. PSO reserves the right to inspect any project prior to pre-approval. For projects requiring pre-approval, no project-related energy-savings measures may be ordered or installed prior to the date of PSO’s pre-approval. Violation of this prohibition will disqualify the energy-savings measures for rebates. Projects must be completed by the date listed on the pre-approval notification letter (within 180 calendar days for retrofit projects and 365 calendar days for new construction projects). Proof of Purchase: Prior to PSO’s verification of the energy-savings measure installation, Customer must provide copies of all invoices or other appropriate documentation that clearly verifies the costs of purchasing and installing the measure(s), including all material, labor, and equipment discounts. Invoices must indicate a verifiable breakout of all measures purchased for installation under the program application, including model numbers and quantity. Project Verification: PSO may conduct an inspection of Customer’s facility to verify pre- and post-installation conditions or verify documentation prior to rebate payment at any time after receipt of an application. PSO is not obligated to pay any rebate until it has performed a satisfactory post-installation inspection. Should PSO determine that energy-savings measures were not installed in accordance with the approved application, or if an unapproved measure was installed, or if the installation was not consistent with generally accepted engineering/construction practices, changes may be required before payment is issued. PSO’s sole obligation is limited to paying properly qualified rebates as specified herein. PSO shall not be liable either to Customer or to any other party for any special, indirect, consequential, or incidental damages, regardless of the theory of recovery, caused by or arising from any activities associated with this program. Customer Tax Obligation: Customer or Customer’s designated contractor is responsible for declaring and paying any and all applicable federal, state, and local taxes that may be owed on any rebate payment. PSO shall not be liable for any federal, state, and local taxes that may be owed on or as a result of any rebate payment.
Compliance: Customer is responsible for obtaining any and all necessary licenses and permits related to the installation of energysavings measures. Customer also agrees to comply with all federal, state, and local laws, codes, and regulations related to the installation and disposal of all equipment. Removal of Equipment: Customer agrees to remove and dispose of the equipment being replaced by the energy-savings measures in accordance with all legal requirements. Customer agrees not to reinstall any of this equipment in the PSO service territory or transfer it to any other party for such installation. Replacement of Failed Equipment: Customers who install energysavings measures are expected to replace any of the measures that fail with similar or superior energy savings equipment at Customer’s expense. Evaluation Follow-up Visits: With advance notice, PSO reserves the right to make or to have its contractor(s) make follow-up visits to Customer facilities during the 36 months following completion of the project to provide PSO with an opportunity to review the operation of the energy-savings measures for program evaluation purposes. Customer agrees to cooperate with this effort. Contractor Selection: Customer may select any Oklahoma licensed contractor to perform the work contemplated by the application, even after the application is pre-approved by PSO. However, PSO reserves the right, in its sole discretion, to prohibit specific contractors from program participation. No Warranties: PSO does not endorse, guarantee, or warrant any particular manufacturer or product and PSO provides no warranties, express or implied, for any products or services, and herein specifically disclaims any such guarantees or warranties. PSO is not liable or responsible for any act or omission of any contractor hired by Customer. Customer’s reliance on warranties is limited to any warranties that may arise from, or be provided by contractors, vendors, etc. Customer acknowledges that neither PSO nor any of its consultants are responsible for ensuring that the design, engineering, and construction of the facility or installation of the energy-savings measures are proper or comply with any particular laws (including patent laws), codes, regulations, or industry standards. PSO makes no representations of any kind regarding the results to be achieved by the measures or the adequacy or safety of such measures. Limitation of Liability: PSO’s sole obligation is limited to paying the properly qualified rebates specified herein. PSO shall not be liable to Customer or any other party for any special, indirect, consequential, or incidental damages, regardless of the theory of recovery, caused by or arising from any activities associated with this program. Obligations between the Parties: Customer acknowledges that any contractor selected by Customer is not an agent, contractor, or subcontractor of PSO and is an independent contractor engaged by Customer, and that PSO does not manage or control the contractor’s performance. PSO shall have no obligation to maintain, remove, or perform any work whatsoever on the energy-savings measures installed. PSO shall have no liability for a contractor’s failure to perform, for failure of the energy savings measures to function, for any damage to Customer’s premises caused by the contractor, or for any and all damages to property or injuries to persons caused by or associated with the energy savings measures. AEP/PSO/Program Logo: Customers or market providers may not use the AEP, PSO, or Program logo in any marketing, advertising, or promotional materials without PSO’s prior written permission. Miscellaneous: These T&Cs and this application, of which these T&Cs are an integral part, constitute the entire agreement between the parties and supersede all other communications, representations, and understandings.