2018 Measures and Specifications Catalog

2018 Measures and Specifications Catalog

2018 Measures and Specifications Catalog

DTE Energy Multifamily Program 2018 Measures and Specifications Catalog

2018 Measures and Specifications Catalog

Questions? If you have questions about your project or the application process, call us at 866.796.0512 (press option 2) or email us at commonarea@michiganefficiency.com V1: 2/15/2018

2018 Measures and Specifications Catalog

Table of Contents 2018 Program and Project Eligibility � � 4 Program Year Incentive Limits and Minimums � � 4 Application Process Application Process � � 6 Reservation Application Process � � 7 Final Application Review Process � � 7 Inspections � � 7 Prescriptive and Custom Incentive Application Checklist � � 8 Customer Information � � 9 Contractor Information � 10 Optional Third-Party Payment Authorization � 10 Final Application Agreement � � 11 Incentive Summary, Final Agreement Information and Account Holder Signature Page � 12 Incentive Worksheets Lighting Incentive Worksheet � 14 HVAC Electric Incentive Worksheet � 16 HVAC Gas Incentive Worksheet � � 17 Hot Water Incentive Worksheet � � 17 Miscellaneous Gas Incentive Worksheet � 18 Boiler/Furnace Tune-Up Incentive Worksheet � 19 New Construction Incentive Worksheet � 20 Custom Measures Worksheet Instructions � 21 Custom Incentive Worksheets � 22 How to Submit Your Application � 25 Prescriptive Electric Measures and Specifications Lighting � � 27 HVAC Electric � 30 Prescriptive Gas Measures and Specifications HVAC Gas � 32 Hot Water � � 33 Miscellaneous � 34 Boiler/Furnace Tune-Up � 34 Custom Measures and Specifications Electric and Gas � 36

2018 Measures and Specifications Catalog

dteenergy.com/multifamily 4 V1: 2/15/2018 Program and Project Eligibility DTE Energy is offering a comprehensive set of incentives to facilitate the implementation of cost- effective energy-efficiency improvements for customers that own or manage a multifamily property. The incentive program offers multifamily customers prescriptive incentives for many common energy- efficiency measures and custom incentives for other eligible improvements. This program is not available to DTE Energy business customers. Commercial customers are eligible to participate in the DTE Energy Efficiency Program for Business.

For custom measures, the maximum allowable incentive is limited to 50 percent of the implementation cost of all eligible custom measures. Internal customer labor costs cannot be included in project costs. For prescriptive measures, the maximum allowable incentive is 100 percent of the total project cost. Program incentives are limited per project and customer for each Program year. A project is defined as a unique energy-efficiency measure or set of measures implemented at a building (site ID) in a single time span. A project may be prescriptive, custom or a combination of both. A separate invoice is required to support and identify each project.

The customer is defined as a multifamily property owner or manager, with a unique taxpayer ID number, that is responsible for the DTE Energy utility bill for one or more facilities.

Funds are limited and incentive payments are dependent on fund availability. Completed Final Applications for the 2018 Program year must be submitted by Nov. 30, 2018. 2018 Program Year Incentive Limits and Minimums Participation in the Program is subject to incentive limits as follows: Electric & Gas incentive limits: Customer: $100,000 Project: $50,000 Minimum: $100 If you need assistance, call 866.796.0512 (press option 2). Please visit our website: dteenergy.com/multifamily

2018 Measures and Specifications Catalog

Application Process

2018 Measures and Specifications Catalog

dteenergy.com/multifamily 6 V1: 2/15/2018 Application Application Process The DTE Energy Multifamily Program has prepared this catalog as a reference guide on specific measures.

To see the most up-to-date information and apply for incentives, please access our online portal, Efficiency Navigator. Contractors/trade allies should initially register for an account at tradeally. efficiencynavigator.com/Account/Register and subsequently submit applications at tradeally. efficiencynavigator.com. Customers submitting directly can apply at customer.efficiencynavigator.com. Please contact us if you need assistance registering for or applying for incentives through Efficiency Navigator. You may also refer to a separate Incentive Application and corresponding incentive worksheet(s).

Follow This Easy Process: 1. Are You Eligible? To apply for incentives, you must be a DTE Energy customer in good standing. The DTE Energy Multifamily Program specifically applies to properties with three (3) or more units under one roof. Your project must be installed at a facility served by DTE Energy (one facility per application). Customers who purchase natural gas from a third party but have a DTE Energy account for transportation of natural gas must receive approval for natural gas projects. 2. About the Measures Equipment installed must meet the specifications detailed in this catalog.

Consult the incentive worksheets included for specific information on each measure available. If you need assistance with understanding technical information or the feasibility of installing certain measures, contact our Program Team.

3. Reservation Application Before you start your project, submit your application to reserve incentives from our limited funds. Reservation Applications are strongly encouraged for all projects and are required prior to starting any custom and some prescriptive projects (see page 8 for more information). A custom project is one with measures that are not on our list of prescriptive measures. Once your application is submitted, a member of our Program Team will contact to you to confirm receipt and will provide pre-approval, if applicable.

4. Installation Complete your project within 90 days of receiving a Reservation Letter from us that confirms we are holding incentives for you.

All projects must be completed and have Final Applications submitted by November 30, 2018. 5. Project Completion (Final Application) Final Applications and required documentation must be submitted within 60 days of completion of your project or by Nov. 30, 2018, whichever comes first. We strongly recommend applications be submitted by that time. Applications received after that date may not be processed. Required documentation includes dated, itemized invoices and manufacturers’ specification sheets. You must also agree to the final terms and conditions and confirm the final incentives requested via Efficiency Navigator or paper application.

NOTE: Prescriptive projects with estimated incentives over $1,000 and all custom projects require a Reservation Application prior to beginning your project.

2018 Measures and Specifications Catalog

dteenergy.com/multifamily 7 V1: 2/15/2018 Application Reservation Application Process A reservation is required for all custom and certain prescriptive measures, identified in incentive worksheets, such as linear LED, and strongly encouraged for all other prescriptive measures with incentives totaling $1,000 or more in order to pre-approve incentive levels and reserve potential funding. If your project requires a reservation, do not begin any part of your project (including removal of old fixtures) until after you have submitted your Reservation Application, submitted to any pre-upgrade inspections that may be required (up to 14 days) and received a Reservation Letter confirming that funds have been reserved for your project and you can proceed with the work.

The DTE Energy Multifamily Program Team will review project eligibility and will contact you to conduct any pre-upgrade inspections that may be necessary to reserve Program funds. Neither an application nor a reservation will guarantee an incentive. Actual incentives will be calculated based on the Final Application. Project funds will be reserved for 90 days or until Nov. 30, 2018, whichever comes first. Notify us when you submit your reservation if your project will take longer than 90 days to complete. Final Application Review Process Final Applications must be submitted within 60 days of project completion or by Nov.

30, 2018, whichever comes first.

Applicants who submit incomplete applications will be notified of deficiencies. Final Applications for each site must include project documentation, including copies of dated, itemized invoices for purchases and, if applicable, cost of installation of the energy-efficient equipment and manufacturers’ product specifications. Multiple projects using the same invoices must be itemized by site, and the sum of all quantities of equipment per site must not exceed the total invoice quantity. The project invoice must provide sufficient detail to separate the project cost from the cost of other services, such as repairs and building code compliance, as well as show the location where the measures were installed.

Invoices must be dated and itemized and must clearly identify the equipment pertaining to the project for which incentives are requested. Attach or insert the related specifications, invoices and other supporting documentation along with the reference number(s) related to each measure. Reference numbers are listed alongside each measure in the Program Application. DTE Energy reserves the right to request additional supporting documentation as deemed necessary to ensure eligibility for each measure and verify that the expected energy savings will occur. Requested information may include: equipment purchase dates, installation dates, proof that the equipment is operational, warranty information and proof of customer payment.

Applicants should call 866.796.0512 (press option 2) if they have any questions about documentation requirements. All customer information will be held in confidence.

Once all required project information has been received, it will be evaluated to confirm program eligibility and to assess the need for inspections or technical reviews. Incentive checks can be expected four to six weeks after project final approval. Inspections DTE Energy reserves the right to inspect all projects to verify compliance with Program rules and verify the accuracy of project documentation. This may include pre-installation and/or post-installation inspections. Detailed lighting layout descriptions, metering, data collection, interviews and other information may be requested as appropriate.

2018 Measures and Specifications Catalog

dteenergy.com/multifamily 8 V1: 2/15/2018 Application Prescriptive and Custom Incentive Application Checklist This form MUST be included with any Reservation and/or Final Application. Submittal Date Application Number (if known) Is this a Final Application? ■ Yes ■ No You must complete all applicable pages before submitting this application. DTE Energy Multifamily Program Email: commonarea@michiganefficiency.com Efficiency Navigator: tradeally.efficiencynavigator.com Mail: 2990 W. Grand Blvd., #310 Detroit, MI 48202 Submit completed forms and required documentation with itemized invoices using one of the following methods: Reservation Application Fill out this side when reserving incentives.

Required Attachments ■ Incentive Application . . 9 ■ Contractor Information . . 10 ■ Proposal/Scope of Work ■ Manufacturers’ Specifications Prescriptive projects over $1,000 and all custom projects require a Reservation Application prior to the start of any work. Incentive Worksheets ■ Lighting . . 14 ■ HVAC Electric . . 16 ■ HVAC – Gas . . 17 ■ Hot Water . . 17 ■ Miscellaneous Gas . . 18 ■ Boiler/Furnace Tune-Up . . 19 ■ New Construction . 20 ■ Custom . . 21 Final Application Fill out this side when project is completed. Required Attachments ■ Incentive Application . . 9 ■ W9 Tax Information .

. 10 ■ Contractor Information . . 10 ■ Third-Party Payment Authorization . . 10 ■ Signed Final Application Agreement . . 12 ■ Manufacturers’ Specifications ■ Itemized Invoices * If applicable. Incentive Worksheets ■ Lighting . . 14 ■ HVAC Electric . . 16 ■ HVAC Gas . . 17 ■ Hot Water . . 17 ■ Miscellaneous Gas . . 18 ■ Boiler/Furnace Tune-Up . . 19 ■ New Construction . 20 ■ Custom . . 21 Reservation Application Date Expected Completion Date† † Project funds will only be reserved to the date specified on the Reservation Letter or Nov. 30, 2018, whichever comes first. Final Application Date Actual Completion Date‡ ‡ Application must be submitted within 60 days of completion date or by Nov.

30, 2018, whichever comes first.

2018 Measures and Specifications Catalog

dteenergy.com/multifamily 9 V1: 2/15/2018 Application Incentive Application Name of Applicant Project or Building Name (if applicable) Natural Gas Provider ■ DTE Energy ■ Consumers Energy ■ Other _ _ Electricity Provider ■ DTE Energy ■ Consumers Energy ■ Other _ _ DTE Energy Gas Account Number (at project location) DTE Energy Electric Account Number (at project location) Name as It Appears on DTE Energy Bill Name of Contact Person Title of Contact Person Contact Phone # Contact Fax # Contact Email Address Mailing Address City State ZIP Installation Address City State ZIP Customer must complete ALL information requested below and provide the required additional documentation to avoid delays in reservation or payment processing.

Who should we call with questions about the application? ■ Customer ■ Contractor How did you learn about this incentive program?

■ Mailing ■ Meeting ■ Email ■ Website ■ Bill Insert ■ Trade Ally/Contractor ■ Print/TV Advertising ■ Account Manager ■ Event ■ Other _ _ Required Building Information # of Floors _ Year Built _ _ How many multifamily buildings are on the property _ _ Average square footage of each apartment building _ _ Primary Heating/Cooling System ■ Central Cooling with Electric Heating ■ Central Cooling with Gas Fired Heating ■ Central Air Source Heat Pump ■ Central Dual Fuel Heat Pump ■ Electric Heating, No Central Cooling ■ Gas Fired Heating, No Central Cooling ■ Gas Boiler, No Central Cooling ■ Central Cooling with Gas Boiler Heating ■ Packaged Terminal Air Conditioner (PTAC) ■ Packaged Terminal Heat Pump (PTHP) Hot Water Heating ■ Natural Gas ■ Electric ■ Other _ _ ■  Central System (including common areas and apartment units) ■ Individual Hot Water Heater In-Units IMPORTANT: Please carefully read the Final Application Agreement on page 11 and be sure to sign page 12 before submitting your paperwork.

Customer Information

2018 Measures and Specifications Catalog

dteenergy.com/multifamily 10 V1: 2/15/2018 Application Incentive Application (continued) Primary Contractor/Distributor Information Name of Company Name of Contact Person Title of Contact Person Contact Phone # Contact Fax # Contact Email Address Mailing Address City State ZIP Optional Third-Party Payment Authorization IMPORTANT NOTES: 1. Complete the section below ONLY if the incentive payment is to be paid to a SINGLE entity other than the DTE Account Holder. 2. Do NOT use the section below, if payments are to be made to MORE than a single third party. 3.  For payments being made to two or more third parties, please check this box ■, request a copy of the Third-Party Addendum, have it signed by the DTE Account Holder and attach it to this Final Application.

I am authorizing the payment of the incentive to the third party named below, and I understand that I will not be receiving the incentive payment. I also understand that my release of the payment to a third party does not exempt me from the Program requirements outlined in the Measure Specifications and Final Application Agreement. Authorized by (print name) Title Phone # Email DTE Account Holder Signature Date Check should be made payable to: Payee: Company/Individual Name Mailing Address City State ZIP Contact Phone # – – – EIN/Federal Tax ID Social Security Number OR Payee Tax Information (as entered on W9) Tax Status: ■ Limited Liability Company ■ Corporation (Inc., PC, etc.) ■ Tax-Exempt ■ Partnership ■ Individual ■ Other (may receive 1099) Tax ID Number: Depending on tax status, please provide EITHER your EIN/Federal Tax ID or Social Security Number below:

dteenergy.com/multifamily 11 V1: 2/15/2018 Application ???? Final Application Agreement The energy waste reduction measures listed within are being/have been installed in a qualifying time frame, at a qualifying facility and are not for resale. I understand that in the event this application received a reservation of funds, that reservation is not a guarantee of payment. Incentive payment will be based upon the Final Application meeting the Program terms and conditions and the availability of funds. Selected terms and conditions include: 1. Final Applications and all required documentation must be received within 60 days of project completion or by Nov.

30, 2018, whichever comes first. Incomplete applications, missing documents or applications submitted after that date may render the application ineligible for incentive payment(s).

2. The Program has a limited budget. Applications will be processed until allocated funds are reserved or spent. 3. All equipment must be purchased and installed prior to submitting the Final Application. 4. Applicant agrees to inspection and measurement activities by DTE Energy or its representative of both project payment and equipment installation for up to five years from the date of equipment installation. 5. Incentives may be taxable and the Applicant is solely responsible for the payment of any resulting taxes. Incentives will be reported to the IRS, unless the Applicant is exempt.

6.

The Applicant may be required to refund some or all of the incentives if the measures do not remain (or were not) installed for a period of five (5) years or the end of the product life, whichever is less. 7. Materials removed, including lamps and PCB ballasts, must be permanently taken out of service and disposed of in accordance with federal and state laws or regulation and local codes and ordinances. The Applicant is responsible for being aware of any applicable codes or ordinances. Information about hazardous waste disposal can be found at www.epa.gov/wastes. 8. For certain measures, the incentive amount will be determined based on the estimated energy savings.

The Applicant may be required to provide documentation on energy savings calculations and assumptions. DTE Energy will make the final determination of the energy savings and thus the incentive amount to be paid.

9. DTE Energy 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 that sell or install any energy-efficiency measures. 10. Payment of incentives under the Program and/or evaluation of applications for incentives shall not deem DTE Energy or any of its affiliates, employees or agents (“DTE Energy Parties”) to be responsible for any work completed in connection herewith. Applicant fully releases DTE Energy Parties from any and all claims it may have against DTE Energy Parties in connection with this application, the incentives or the work performed in connection with them.

In addition, Applicant agrees to defend, indemnify and hold DTE Energy Parties harmless from and against any and all claims, losses, demands or lawsuits by any third parties arising in connection with this application, the payment or nonpayment of incentives or any work performed in connection with them. 11. DTE Energy reserves the right to associate with your business and participation in the incentive program for promotion and advertising purposes.

12. Applicant acknowledges that Federal Energy Regulatory Commission (FERC) Order issued on June 1, 2012, at Docket No ER11-4081-000 (“FERC Order”) approves of the inclusion of energy-efficiency resources as planning resources in a utility’s resource adequacy plan (all italicized terms as defined in the FERC Order). Accordingly, Applicant and DTE Energy agree that all such rights afforded with respect to energy-efficiency resources, including but not limited to the right to identify them as a planning resource so as to include them in a resource adequacy plan, shall inure exclusively and fully to DTE Energy.

Applicant agrees that it will not claim ownership in such energy-efficiency resources for purposes of identifying them as a planning resource in accord with the FERC Order or include them in a resource adequacy plan.

I have read and understand the measure specifications and program guidelines set forth in the 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 and have not received incentives from any other utility for the same project. I certify that the information on this application is true and accurate. I acknowledge and understand that it is necessary for DTE Energy to store, use and share the information contained in this application, as well as information collected in connection with this project, including but not limited to my business name, address, account number and energy consumption data (“Customer Data”) for various purposes.

Therefore, I hereby authorize DTE Energy to collect, store and use the customer data for internal purposes and to present me with other energy saving opportunities. I further authorize DTE Energy to share the customer data with third-party vendors/contractors who are doing work on DTE Energy’s behalf.

dteenergy.com/multifamily 12 V1: 2/15/2018 Application Incentive Summary, Final Agreement Information and Account Holder Signature Page Measure Category Prescriptive Total (A) Custom Total (B) Lighting HVAC Electric HVAC Gas Hot Water Miscellaneous Gas Boiler/Furnace Tune-Ups New Construction Subtotals C1 Incentive Subtotal Other Special Offers Other Special Offer Other Special Offer Other Special Offer Total Incentives Requested Total all incentives in Incentive Subtotal. Enter any other program special offers where indicated (you must attach the worksheet from each offer) and enter the incentive value in the space(s) provided.

BEFORE YOU SUBMIT: Review the summary above to ensure all incentive areas reflect the worksheets you’ve completed in this application. Final Agreement Information and Account Holder Signature DTE Project Number Total Project Cost Actual Completion Date DTE Account Holder Name (print) DTE Account Holder Title DTE Account Holder Signature Date For Final Applications, sign and submit only after all equipment has been installed. A customer signature is required for payment. Signed applications received by fax or email will be treated the same as original applications received by mail. By signing this form, I agree to all terms and conditions.

Incentive Worksheets

dteenergy.com/multifamily 14 V1: 2/15/2018 Worksheets Lighting Incentive Worksheet LED Lamp Replacing Incandescent/Halogen Ref # Equipment Type Incentive Unit # of Units Total Incentive LL–1 Interior LED replacing A-Line 50-80W Lamp $3.50 Lamp LL–2 Interior LED replacing A-Line 80-100W Lamp $5.00 Lamp LL–3 Interior LED Flood Par/BR/R Lamp $5.00 Lamp LL–4 Interior LED Candelabra Lamp with 24/7 operation $10.00 Lamp LL-5 Interior LED Candelabra Lamp with non-24/7 operation $5.00 Lamp LL-6 Exterior LED A-Style Screw-In Lamp $3.50 Lamp LL-7 LED Downlight $15.00 Fixture LED Lamp Replacing CFL (Interior or Exterior) Ref # Equipment Type Incentive Unit # of Units Total Incentive LL-8 LED PAR/BR/R Lamp $5.00 Lamp LL-9 LED ≤9W A-Style Lamp $3.50 Lamp LL-10 LED 9-14W A-Style Lamp $3.50 Lamp LL-11 LED 15-20W A-Style Lamp $3.50 Lamp LL-12 LED >20W A-Style Lamp $3.50 Lamp LL-13 LED Candelabra Lamp $5.00 Lamp LL-14 LED MR16 Lamp $5.00 Lamp Qualifying lamps and ballasts can be found at www.cee1.org Exit Sign Conversion Ref # Equipment Type Incentive Unit # of Units Total Incentive LL-15 LED Exit Signs Electronic Fixtures Retrofit or Replacement $12.50 Fixture Lighting Controls Ref # Equipment Type Incentive Unit # of Units Total Incentive LO-1 Interior Occupancy Sensor controlling ≥500W $50.00 Sensor LO-2 Interior Occupancy Sensor controlling

dteenergy.com/multifamily 15 V1: 2/15/2018 Worksheets Lighting Incentive Worksheet (continued) All Measures Subtotal Lighting Incentives – Page 2 Total Lighting Incentives Interior Linear LED Ref # Brief Description of Pre– and Post–Fixtures # of Fixtures (B) Pre-Upgrade Watts Per Fixture (C) Post-Upgrade Watts Per Fixture (D) Total Watts Reduced (B x (C – D ( E) Incentive $ Per Watts Reduced (F) Total Incentive (E*F) Example 10x 4 Lamp T12 to LED 10 144 40 1040 $0.50 $520 LL–16 $0.50 LL–17 $0.50 LL–18 $0.50 LL–19 $0.50 LL–20 $0.50 LL–21 $0.50 Exterior or Garage HID to LED Ref # Brief Description of Pre– and Post–Fixtures # of Fixtures (B) Pre-Upgrade Watts Per Fixture (C) Post-Upgrade Watts Per Fixture (D) Total Watts Reduced (B x (C – D ( E) Incentive $ Per Watts Reduced (F) Total Incentive (E*F) Example 4x 400 watt HID to 150 watt LED 4 455 150 1220 $0.40 $488 LL-22 $0.40 LL-23 $0.40 LL-24 $0.40 LL-25 $0.40 LL-26 $0.40 LL-27 $0.40 HID lights include: Metal Halide, Mercury Vapor, High Pressure Sodium and Low Pressure Sodium Interior/Exterior HID to Mogul Base LED Ref # Brief Description of Pre– and Post–Fixtures # of Lamps (B) Pre-Upgrade Watts Per Fixture (C) Post-Upgrade Watts Per Fixture (D) Total Watts Reduced (B x (C – D ( E) Incentive $ Per Watts Reduced (F) Total Incentive (E*F) Example 4x 400 watt HID to 150 watt LED 4 455 150 1220 $0.40 $488 LL-28 $0.40 LL-29 $0.40 LL-30 $0.40 LL-31 $0.40 LL-32 $0.40 HID lights include: Metal Halide, Mercury Vapor, High Pressure Sodium and Low Pressure Sodium IMPORTANT NOTE: Use the reference numbers in the left column to identify and mark all related invoices, specification sheets and other documents related to that measure and submit with this application.

Note: Incentive is based on watts reduced.

dteenergy.com/multifamily 16 V1: 2/15/2018 Worksheets HVAC Electric Incentive Worksheet Unitary and Split Air Conditioning Systems Ref # Equipment Type Size Category Qualifying Efficiency Installed Efficiency Unit Size (tons) (A) Quantity (B) Incentive Per Unit (C) Incentive (BxC) HE–1 Unitary and Split Air Conditioning Systems >240,000 Btu/hr (20 tons), ≤760,000 Btu/hr (63.3 tons) 10.3 SEER $15.00 Room Air Conditioning Systems Ref # Equipment Type Size Category Qualifying Efficiency Installed Efficiency Unit Size (tons) (A) Quantity (B) Incentive Per Unit (C) Incentive (BxC) HE–2 Room Air Conditioners In-Unit CEE Tier 2 11.8 EER N/A* $10.00 HE–3 Room Air Conditioners Common Area CEE Tier 2 11.8 EER N/A* $10.00 Packaged Terminal Heat Pump (PTHP) Units Ref # Equipment Type Size Category Qualifying Efficiency Installed Efficiency Unit Size (tons) (A) Quantity (B) Incentive Per Unit (C) Incentive (BxC) HE–4 PTHP ALL 9.1 EER N/A* $50.00 * Incentive is per unit.

HVAC Controls Ref # Equipment Type Size Incentive Unit # of Units Enter area of conditioned space per 1,000 square feet. (1,500 square feet = 1.5) HE-5 Programmable Thermostat (Air Conditioning) In-Unit ALL $10.00 Thermostat HE-6 Programmable Thermostat (Air Conditioning) Common Area ALL $10.00 Thermostat All Measures Total HVAC Electric Incentives IMPORTANT NOTE: Use the reference numbers in the left column to identify and mark all related invoices, specification sheets and other documents related to that measure and submit with this application. Chiller Tune-Up Ref # Equipment Type Incentive Unit # of Units Total Incentive HE-7 Chiller Tune-Up $5.00 Ton Tune-Up Checklist Site Name Date of Tune-Up Manufacturer Type (Ref.

Charge/DX coil/Chiller) Model Number Annual Hours of Operation Serial Number Unit Size (Tons) Company Performing Tune-Up Technician Performing Tune-Up Space Cooling Chiller Tune-Up (check all) ■  Inspect and correct oil level and pressure at full load operation ■ Clean the air-cooled condenser coils ■ Check and adjust the system pressure ■ Inspect and/or replace filters ■ Inspect and/or replace belts ■ Check and repair the electrical contractors ■ Check refrigerant temperature and pressure ■ Validate high-pressure controls ■ Clean water-cooled chiller condenser tubes ■ Check and repair economizer operation ■ Validate suction temperature and pressure ■ Patch and wash coat as required ■ Check for proper venting ■ Check and repair evaporator condition ■ Validate compressor amp draw ■ Validate supply motor amp draw ■ Validate condenser fan(s) amp draw ■ Check liquid line temperature ■ Check suction pressure and temp ■ Validate low-pressure controls ■ Validate crankcase heater operation ■  Clean water cooled chiller evaporator tubes (if performance warrants) ■ Validate subcooling and superheat ■ Inspect all refractory ■ Check safety controls ■  Lubricate all motors and check coupling alignment

dteenergy.com/multifamily 17 V1: 2/15/2018 Worksheets HVAC Gas Incentive Worksheet Hot Water Incentive Worksheet Boilers and Furnaces Ref # Equipment Type Equipment Size Input MBH Incentive Unit # of Units Total Incentive HG-2 Boiler Water Reset Control Retrofit $0.50 Input MBH HG-3 High Efficiency Furnace 95%+ Efficient In-Unit $150.00 Furnace HG-4 High Efficiency Furnace 92%-94% Efficient In-Unit $80.00 Furnace HG-5 High Efficiency Furnace 95%+ Efficient Common Area $150.00 Furnace HG-6 High Efficiency Furnace 92% Efficient Common Area $80.00 Furnace HG-7 High Efficiency Boiler (Space Heating) $3.75 Input MBH HG-8 Steam Trap Repair or Replacement $100.00 Trap Other HVAC Ref # Equipment Type Incentive Unit # of Units Total Incentive HG-9 Infrared Heaters $5.00 Input MBH HVAC Controls Ref # Equipment Type Incentive Unit # of Units Total Incentive HG-10 Programmable Thermostat (Gas Heat) In-Unit $10.00 Thermostat HG-11 Programmable Thermostat (Gas Heat) Common Area $10.00 Thermostat All Measures Total Hot Water Incentives All Measures Total HVAC Gas Incentives Hot Water Ref # Equipment Type Incentive Unit # of Units Total Incentive WG-1 High Efficiency Indirect Domestic Hot Water Heating System 90% Efficient $2.25 Input MBH WG-2 High Efficiency Tankless Water Heater $150.00 Heater WG-3 High Efficiency Pool Heater (gas heat) >84% $2.00 Input MBH Gas Storage Water Heater (≤55 Gallons) Ref # Equipment Type Incentive Unit # of Units Total Incentive WG-4 Gas Storage Water Heater ≤55 gallons, .67 EF $35.00 Heater WG-5 Gas Storage Water Heater ≤55 gallons, .80 EF $85.00 Heater IMPORTANT NOTE: Use the reference numbers in the left column to identify and mark all related invoices, specification sheets and other documents related to that measure and submit with this application.

dteenergy.com/multifamily 18 V1: 2/15/2018 Worksheets Miscellaneous Gas Incentive Worksheet All Measures Total Miscellaneous Incentives Pipe Wrap All pipe wrap incentives are limited to 500 linear feet. Incentives for projects >500 linear feet REQUIRE PRE-APPROVAL. Ref # Equipment Type Incentive Unit # of Units Total Incentive IG-1 Pipe Wrap - Steam Boiler $5.00 Linear Foot IG-2 Pipe Wrap - Hot Water Boiler $3.00 Linear Foot IG-3 Pipe Wrap - Domestic Hot Water (>120°F) $1.00 Linear Foot Miscellaneous Gas Incentives Ref # Equipment Type Incentive Unit # of Units Total Incentive IG-4 ENERGY STAR® Door $10.00 Door IG-5 ENERGY STAR Windows $0.25 Sq.

Foot IG-6 Airtight Can Light $5.00 Lamp IMPORTANT NOTE: Use the reference numbers in the left column to identify and mark all related invoices, specification sheets and other documents related to that measure and submit with this application.

dteenergy.com/multifamily 19 V1: 2/15/2018 Worksheets Boiler/Furnace Tune-Up Incentive Worksheet Site Name Date of Tune-Up Manufacturer Type (check one) ■ Hot Water Boiler ■ High-/Low-Pressure Steam Boiler ■ Furnace ■ RTU Model Number Annual Hours of Operation Serial Number Unit Input Capacity (MBH) Company Performing Tune-Up Technician Performing Tune-Up ■  Measure post-combustion efficiency using electronic flue gas analyzer ■  Adjust combustion airflow and air intake as needed, reduce excessive stack temperatures ■ Adjust burner and gas input, manual or motorized draft controls ■ Clean burners, combustion chamber and heat exchanger surfaces ■ Complete visual inspection of system piping and installation ■ Include a copy of the combustion analyzer post-test (boilers only) ■ Check safety controls ■ Check adequacy of combustion air intake ■ Check for proper venting ■ Check draft control dampers ■ Clean and inspect burner nozzles IMPORTANT NOTE: Use the reference numbers in the left column to identify and mark all related invoices, specification sheets and other documents related to that measure and submit with this application.

Tune-Up Checklist Domestic Hot Water Tune-up Ref # Equipment Type Incentive Unit # of Units Total Incentive HG-21 Domestic Hot Water Tune-Up ≥199 Input MBH In-Unit $75.00 Boiler HG-22 Domestic Hot Water Tune-Up ≥199 Input MBH Common Area $75.00 Boiler Furnace Tune-up Ref # Equipment Type Incentive Unit # of Units Total Incentive HG-23 Furnace Tune-Up 40-80 MBH In-Unit $40.00 Furnace HG-24 Furnace Tune-Up 40–80 MBH Common Area $40.00 Furnace HG-25 Furnace Tune-Up 81-120 MBH In-Unit $80.00 Furnace HG-26 Furnace Tune-Up 81-120 MBH Common Area $80.00 Furnace Space Heating Boiler Tune-up Ref # Equipment Type Incentive Unit # of Units Total Incentive HG-27 Space Heating Boiler Tune-Up 110-250 Input MBH In-Unit $150.00 Boiler HG-28 Space Heating Boiler Tune-Up 110-250 Input MBH Common Area $150.00 Boiler HG-29 Space Heating Boiler Tune-Up 251-500 Input MBH In-Unit $250.00 Boiler HG-30 Space Heating Boiler Tune-Up 251-500 Input MBH Common Area $250.00 Boiler HG-31 Space Heating Boiler Tune-Up >500 Input MBH In-Unit $350.00 Boiler HG-32 Space Heating Boiler Tune-Up >500 Input MBH Common Area $350.00 Boiler All Measures Total Boiler/Furnace Tune-Up Incentives

dteenergy.com/multifamily 20 V1: 2/15/2018 Worksheets NEW CONSTRUCTION Incentive Worksheet All Measures Total Miscellaneous Incentives Low Rise (3 stories or less) All pipe wrap incentives are limited to 500 linear feet. Incentives for projects >500 linear feet REQUIRE PRE-APPROVAL. Ref # Equipment Type Unit Incentive # of Units Total Incentive NC-1 Space Heating Boiler -

dteenergy.com/multifamily 21 V1: 2/15/2018 Worksheets IMPORTANT NOTE: All custom projects require pre-approval prior to the start of work or purchase of equipment. Use this information to help you complete your Custom Incentive Worksheet.

1. For each individual type of equipment, use a separate “Item” box. For example: Do not combine different types of lighting under one item. 2. Contact us if you have questions about how to calculate your “Before” and “After” retrofit operating hours or how to calculate your gas savings, which must be entered on the custom page.

3.  Under Before Retrofit and After Retrofit: Be as specific as possible with your description and quantities. This includes, but is not limited to: quantity, name, manufacturer, model number, size (ex: hp or kW or Btu/hr) for the existing and new equipment, as well as any other information that can help calculate the energy used by the equipment. Write the “Reference Number” for each item on all specification sheets and invoices related to that specific item and attach to your Final Application.

4.  Under “Hours of Operation” for both “Before” and “After” retrofit, provide a documented method for arriving at these figures.

Submit your method of calculation with this application. 5.  Insert the kW for the equipment for both “Before” and “After” retrofit. 6.  Under Your Current Energy Cost ($ per unit), enter your average costs for the energy source – electricity, natural gas or both – that your measure will be saving. To determine your current annual cost for each energy source, use the formulae at right. NOTE: Your natural gas bill is calculated In-Units of Ccf and must be converted to Mcf. The conversion formula is 10 Ccf = 1 Mcf and has been incorporated into the above equation for you. 7.  Next, separately calculate your Annual Electric Savings by using the following process.

a) Enter the “Before” hours b) Enter the “Before” kW c) Multiply A x B d) Do the same for “After” e) Subtract the new from the old.  This is the Annual Electric Savings to be entered on the form. For complex projects, provide a separate analysis showing how you determined the energy savings or contact us for assistance.

8.  Next, separately calculate your Annual Natural Gas Savings by Mcf (if applicable). Methods for calculating natural gas savings may vary. If possible, use the following process: a) Show the Mcf used by the existing piece of equipment by providing 12 months of natural gas bills, metered data or a calculation, then b) Provide a calculation of the expected Mcf of the new equipment, then c) Subtract the new from the old. This is the Annual Natural Gas Savings to be entered on the form. 9. Determine your Calculated Incentive for each measure by multiplying the Annual Electric Savings by $0.08/kWh and the Annual Natural Gas Savings by $8.00/Mcf.

10.  Next, enter the Measure Cost. This is the cost of implementing a measure less any costs incurred to achieve non-energy-related project benefits. Only costs associated with the rebated energy savings measure should be included in the Measure Cost (this cannot include internal labor costs), which is the basis for determining the simple payback period for custom measures and is defined as either: a)  For end-of-life equipment replacement measures: the cost difference between equipment meeting program efficiency criteria and equipment meeting the minimum efficiency allowable by code or industry standard or b)  For retrofit, early replacement and new technology measures: the cost of new equipment, components or materials added to existing equipment for the purpose of improving its energy-efficiency.

11.  Use the formulae shown on the worksheet pages to determine the payback by fuel type. 12. First total the Measure Cost for all measures and enter that value in Aggregate Measures Cost. Then total all the individual measure Calculated Incentives and enter that in Total Calculated Incentives. 13.  Total Awarded Incentives are calculated at no more than 50 percent of the respective Measure Costs for electric and gas items. Simple Payback Period = Aggregate Measure Cost (Annual kWh Saved x Electricity Cost) + (Annual Mcf Saved x Natural Gas Cost) Your current Electricity Costs = Sum of 12 consecutive monthly utility bills for electricity ($) Sum of electricity used during the same 12 consecutive months as above (kWh) Your current Natural Gas Costs = Sum of 12 consecutive monthly utility bills for natural gas ($) Sum of natural gas used during the same 12 consecutive months as above (Ccf) x 1 Mcf/10 Ccf IMPORTANT: •  Check the appropriate category box (Lighting, HVAC-Gas, Process-Electric, etc.) for each item you list on the Custom Incentive Worksheet(s).

• If you require assistance completing this section, contact our office. Custom Measures Worksheet Instructions Reservation Application must be submitted BEFORE project begins

dteenergy.com/multifamily 22 V1: 2/15/2018 Worksheets Electric Simple Payback Period must be ≥1 to ≤8 years = Electric Aggregate Measure Cost Aggregate Annual kWh Saved x Current Energy Cost Gas Simple Payback Period must be ≥1 = Gas Aggregate Measure Cost Aggregate Annual Mcf Saved x Current Energy Cost Description Before Retrofit After Retrofit “Before” hours of operation calculation for this specific equipment “After” hours of operation calculation for this specific equipment Hours/week Weeks/year Hours/week Weeks/year Hours used per year (a) kW(b) Hours used per year (c) kW(d) Service Unit Current Energy Cost ($ Per Unit) Annual Savings* (Units/Year) (A) Incentive Rate ($ Per Unit) (B) Calculated Incentive (AxB) Measure Cost Electric kWh $0.08 Natural Gas Mcf $8.00 * For electric projects, use the following formula: (a x b) – (c x d).

For natural gas projects, you must enter your own calculated Annual Savings and provide documentation. Description Before Retrofit After Retrofit “Before” hours of operation calculation for this specific equipment “After” hours of operation calculation for this specific equipment Hours/week Weeks/year Hours/week Weeks/year Hours used per year (a) kW(b) Hours used per year (c) kW(d) Service Unit Current Energy Cost ($ Per Unit) Annual Savings* (Units/Year) (A) Incentive Rate ($ Per Unit) (B) Calculated Incentive (AxB) Measure Cost Electric kWh $0.08 Natural Gas Mcf $8.00 * For electric projects, use the following formula: (a x b) – (c x d).

For natural gas projects, you must enter your own calculated Annual Savings and provide documentation. Ref # CU–2 Location (department, area, etc _ _ Aggregate Measure Cost Aggregate Annual Savings Current Energy Cost Simple Payback Period† Total Calculated Incentive Total Awarded Incentive‡ Total Custom Incentives Electric Natural Gas Total Measure Cost Total Custom Incentive IMPORTANT NOTE: All custom projects require pre-approval prior to the start of work or purchase of equipment.

Elec. Category Gas Capped Measure Incentive (from Total Awarded Incentive below) Lighting HVAC Hot Water Miscellaneous Will the “After Retrofit” specific piece of equipment listed here be in operation during the hours of 3–6 p.m. on Monday–Thursday in the month of July? ■ Yes ■ No ■ ■ ■ ■ ■ Elec. Category Gas Capped Measure Incentive (from Total Awarded Incentive below) Lighting HVAC Hot Water Miscellaneous Will the “After Retrofit” specific piece of equipment listed here be in operation during the hours of 3–6 p.m. on Monday–Thursday in the month of July?

■ Yes ■ No ■ ■ ■ ■ ■ Custom Incentive Worksheet Reservation Application must be submitted BEFORE project begins Please attach all equipment specifications to your Reservation Application before you submit for review.

Ref # CU–1 Location (department, area, etc _ _ IMPORTANT: †The Simple Payback Period must fall within the electric or natural gas parameters to qualify for an incentive (see formulae above). If the Total Awarded Incentive for either electric or natural gas does not qualify, then the payback period is outside of required parameters or the measure cost(s) or energy savings are missing. ‡ Total Awarded Incentives for each utility are capped at no more than 50 percent of the Total Measure Cost. If one utility does not qualify for an incentive, the other utility is capped at no more than 50 percent of the Aggregate Measure Cost for that utility.

If you require assistance completing this section, contact our office.

dteenergy.com/multifamily 23 V1: 2/15/2018 Worksheets Electric Simple Payback Period must be ≥1 to ≤8 years = Electric Aggregate Measure Cost Aggregate Annual kWh Saved x Current Energy Cost Gas Simple Payback Period must be ≥1 = Gas Aggregate Measure Cost Aggregate Annual Mcf Saved x Current Energy Cost IMPORTANT: †The Simple Payback Period must fall within the electric or natural gas parameters to qualify for an incentive (see formulae above). If the Total Awarded Incentive for either electric or natural gas does not qualify, then the payback period is outside of required parameters or the measure cost(s) or energy savings are missing.

‡ Total Awarded Incentives for each utility are capped at no more than 50 percent of the Total Measure Cost. If one utility does not qualify for an incentive, the other utility is capped at no more than 50 percent of the Aggregate Measure Cost for that utility. If you require assistance completing this section, contact our office. Description Before Retrofit After Retrofit “Before” hours of operation calculation for this specific equipment “After” hours of operation calculation for this specific equipment Hours/week Weeks/year Hours/week Weeks/year Hours used per year (a) kW(b) Hours used per year (c) kW(d) Service Unit Current Energy Cost ($ Per Unit) Annual Savings* (Units/Year) (A) Incentive Rate ($ Per Unit) (B) Calculated Incentive (AxB) Measure Cost Electric kWh $0.08 Natural Gas Mcf $8.00 * For electric projects, use the following formula: (a x b) – (c x d).

For natural gas projects, you must enter your own calculated Annual Savings and provide documentation. Description Before Retrofit After Retrofit “Before” hours of operation calculation for this specific equipment “After” hours of operation calculation for this specific equipment Hours/week Weeks/year Hours/week Weeks/year Hours used per year (a) kW(b) Hours used per year (c) kW(d) Service Unit Current Energy Cost ($ Per Unit) Annual Savings* (Units/Year) (A) Incentive Rate ($ Per Unit) (B) Calculated Incentive (AxB) Measure Cost Electric kWh $0.08 Natural Gas Mcf $8.00 * For electric projects, use the following formula: (a x b) – (c x d).

For natural gas projects, you must enter your own calculated Annual Savings and provide documentation. Ref# CU–4 Location (department, area, etc _ _ Aggregate Measure Cost Aggregate Annual Savings Current Energy Cost Simple Payback Period† Total Calculated Incentive Total Awarded Incentive‡ Total Custom Incentives Electric Natural Gas Total Measure Cost Total Custom Incentive IMPORTANT NOTE: All custom projects require pre-approval prior to the start of work or purchase of equipment.

Elec. Category Gas Capped Measure Incentive (from Total Awarded Incentive below) Lighting HVAC Hot Water Miscellaneous Will the “After Retrofit” specific piece of equipment listed here be in operation during the hours of 3–6 p.m. on Monday–Thursday in the month of July? ■ Yes ■ No ■ ■ Elec. Category Gas Capped Measure Incentive (from Total Awarded Incentive below) Lighting HVAC Hot Water Miscellaneous Will the “After Retrofit” specific piece of equipment listed here be in operation during the hours of 3–6 p.m. on Monday–Thursday in the month of July?

■ Yes ■ No ■ ■ Custom Incentive Worksheet Reservation Application must be submitted BEFORE project begins Please attach all equipment specifications to your Reservation Application before you submit for review.

Ref # CU–3 Location (department, area, etc _ _

dteenergy.com/multifamily 24 V1: 2/15/2018 Worksheets Electric Simple Payback Period must be ≥1 to ≤8 years = Electric Aggregate Measure Cost Aggregate Annual kWh Saved x Current Energy Cost Gas Simple Payback Period must be ≥1 = Gas Aggregate Measure Cost Aggregate Annual Mcf Saved x Current Energy Cost IMPORTANT: †The Simple Payback Period must fall within the electric or natural gas parameters to qualify for an incentive (see formulae above). If the Total Awarded Incentive for either electric or natural gas does not qualify, then the payback period is outside of required parameters or the measure cost(s) or energy savings are missing.

‡ Total Awarded Incentives for each utility are capped at no more than 50 percent of the Total Measure Cost. If one utility does not qualify for an incentive, the other utility is capped at no more than 50 percent of the Aggregate Measure Cost for that utility. If you require assistance completing this section, contact our office. Description Before Retrofit After Retrofit “Before” hours of operation calculation for this specific equipment “After” hours of operation calculation for this specific equipment Hours/week Weeks/year Hours/week Weeks/year Hours used per year (a) kW(b) Hours used per year (c) kW(d) Service Unit Current Energy Cost ($ Per Unit) Annual Savings* (Units/Year) (A) Incentive Rate ($ Per Unit) (B) Calculated Incentive (AxB) Measure Cost Electric kWh $0.08 Natural Gas Mcf $8.00 * For electric projects, use the following formula: (a x b) – (c x d).

For natural gas projects, you must enter your own calculated Annual Savings and provide documentation. Description Before Retrofit After Retrofit “Before” hours of operation calculation for this specific equipment “After” hours of operation calculation for this specific equipment Hours/week Weeks/year Hours/week Weeks/year Hours used per year (a) kW(b) Hours used per year (c) kW(d) Service Unit Current Energy Cost ($ Per Unit) Annual Savings* (Units/Year) (A) Incentive Rate ($ Per Unit) (B) Calculated Incentive (AxB) Measure Cost Electric kWh $0.08 Natural Gas Mcf $8.00 * For electric projects, use the following formula: (a x b) – (c x d).

For natural gas projects, you must enter your own calculated Annual Savings and provide documentation. Ref # CU–6 Location (department, area, etc _ _ Aggregate Measure Cost Aggregate Annual Savings Current Energy Cost Simple Payback Period† Total Calculated Incentive Total Awarded Incentive‡ Total Custom Incentives Electric Natural Gas Total Measure Cost Total Custom Incentive IMPORTANT NOTE: All custom projects require pre-approval prior to the start of work or purchase of equipment.

Elec. Category Gas Capped Measure Incentive (from Total Awarded Incentive below) Lighting HVAC Hot Water Miscellaneous Will the “After Retrofit” specific piece of equipment listed here be in operation during the hours of 3–6 p.m. on Monday–Thursday in the month of July? ■ Yes ■ No ■ ■ Elec. Category Gas Capped Measure Incentive (from Total Awarded Incentive below) Lighting HVAC Hot Water Miscellaneous Will the “After Retrofit” specific piece of equipment listed here be in operation during the hours of 3–6 p.m. on Monday–Thursday in the month of July?

■ Yes ■ No ■ ■ Custom Incentive Worksheet Reservation Application must be submitted BEFORE project begins Please attach all equipment specifications to your Reservation Application before you submit for review.

Ref # CU–5 Location (department, area, etc _ _