2024 Multifamily Catalog

2024 OFFERINGS MULTIFAMILY

TABLE OF CONTENTS

GENERAL INFORMATION........................................................................4 HOW TO APPLY..........................................................................................................4 PARTICIPATION REQUIREMENTS........................................................................5 INCENTIVE APPLICATION......................................................................................6 2024 HVAC AND PLUMBING INCENTIVE SUPPLEMENTAL DATA SHEET......................................................8 FOCUS ON ENERGY LIGHTING POLICIES.......................................................11 2024 LIGHTING INCENTIVE SUPPLEMENTAL DATA SHEET....................12 2024 INSULATION AND AIR SEALING INCENTIVE SUPPLEMENTAL DATA SHEET.....................................................13 2024 SOLAR ELECTRIC INCENTIVE SUPPLEMENTAL DATA SHEET.....15 HEATING EQUIPMENT............................................................................16 BOILERS...................................................................................................................... 18 HOT WATER AND STEAM DISTRIBUTION SYSTEMS..................................19 FORCED AIR AND RADIANT HEAT....................................................................21

GENERAL INFORMATION

HEATING EQUIPMENT

COOLING SYSTEMS...............................................................................23 AIR SOURCE HEAT PUMPS AND AIR CONDITIONERS..............................23 CHILLERS...................................................................................................................25

COOLING SYSTEMS

INTERIOR LIGHTING...............................................................................34 LINEAR LIGHTING FIXTURES..............................................................................34 OTHER INTERIOR FIXTURES...............................................................................36 EXIT SIGNAGE..........................................................................................................38 LINEAR REPLACEMENT LAMPS.........................................................................39 COMPREHENSIVE LIGHTING SOLUTIONS....................................................40 VENTILATION AND CONTROLS...........................................................28 VENTILATION UPGRADES...................................................................................28 CONTROLS................................................................................................................30 VARIABLE FREQUENCY DRIVES (VFDS).........................................................33 EXTERIOR LIGHTING...........................................................................41 EXTERIOR FIXTURES.........................................................................................41 OTHER EXTERIOR FIXTURES..........................................................................42 SCREW-BASED LAMPS.....................................................................................44

VENTILATION AND CONTROLS

INTERIOR LIGHTING

EXTERIOR LIGHTING

LIGHTING CONTROLS............................................................................46 COMPREHENSIVE LIGHTING SOLUTIONS....................................................46 OTHER LIGHTING CONTROLS...........................................................................47

LIGHTING CONTROLS

SOLAR ELECTRIC SOLUTIONS

SOLAR ELECTRIC SOLUTIONS.............................................................49 SOLAR ELECTRIC SYSTEMS...............................................................................49

BUILDING ENVELOPE............................................................................50 INSULATION AND AIR SEALING........................................................................50

BUILDING ENVELOPE

ADDITIONAL INFORMATION................................................................53 DEFAULT SYSTEM WATTAGE TABLES.............................................................53 SAMPLE INVOICE....................................................................................................54 HVAC/PLUMBING GLOSSARY............................................................................55 LIGHTING GLOSSARY...........................................................................................57 NOTES....................................................................................................................61

ADDITIONAL INFORMATION

ABOUT FOCUS ON ENERGY®. Focus on Energy works with eligible Wisconsin residents and businesses to install cost-effective energy efficiency and renewable energy projects. Focus on Energy information, resources, and financial incentives help to implement projects that otherwise would not get completed, or to complete projects sooner than scheduled. Its efforts help Wisconsin residents and businesses manage rising energy costs, promote in-state economic development, protect our environment, and control the state’s growing demand for electricity and natural gas. For more information, call 800.762.7077 or visit focusonenergy.com.

HOW TO APPLY NEED HELP? CALL 800.762.7077

FOCUS ON ENERGY® makes saving energy and money easy for Wisconsin multifamily property owners, managers, and residents. Use the information below to help guide your way to savings. For electronic copies of the forms, visit focusonenergy.com/catalogs .

step 1 BEFORE YOU APPLY: Verify customer and product eligibility: m Confirm your gas and/or electric utilities participate in Focus on Energy at focusonenergy.com/utilities . m Read product requirements, both general and technology-specific, in your equipment’s corresponding incentive catalog. m Review the Participation Requirements page.

step 3 COMPLETE THIS APPLICATION: m All fields on the application are required. Incomplete application(s) cannot be processed. For faster processing of your incentive, see the online application at focusonenergy.com/forms/ 2024-multifamily-incentive . m Complete SECTION 6 with all product information. Use the Multifamily Incentive Product Information Sheet found at focusonenergy.com/catalogs if you need additional lines. m Include project completion date (date of the last product installed). Project is considered complete when products are installed and operational. m Complete the catalog-specific Supplemental Data Sheet for applicable measures. An asterisk (*) next to the code indicates when this is needed. Read the measure requirements in your catalog for directions. m Ensure supporting documents are attached, including itemized invoice(s). m Make a copy of the application and supporting documents for your records. step 4 SUBMIT YOUR APPLICATION: Mail or email your application and all supporting documentation. Applications must be submitted within 60 calendar days of project completion , no later than January 31, 2025. MAIL: Focus on Energy 3113 West Beltline Highway Suite 201 Madison, WI 53713 EMAIL: multifamily@focusonenergy.com

m Review the Terms and Conditions at focusonenergy.com/terms . m View the qualified product lists at focusonenergy.com/qpls . m Prescriptive projects exceeding $10,000.00 can request pre- approval. Requests received on or before December 13, 2024 will be pre-approved at 2024 incentive rates. Applications not pre-approved may not receive incentive payment if program funds have been exhausted. Pre-approval is considered complete once an incentive agreement is signed by the customer and returned to Focus on Energy. step 2 WHAT YOU’LL NEED: m Incentive Application and Equipment Incentive Catalog(s). m Gas and Electric Utility Account Numbers. m Tax ID Number. m Invoice MUST include: • Trade Ally name, address, and phone number. • Itemized list of products along with manufacturer name, model number, and quantity. • Itemized purchase price of product/installation. • Job site address. Reminder: Incentives are capped at 100% of equipment cost unless otherwise noted. Equipment cost is the amount paid by the customer for qualifying equipment, excluding any Focus on Energy incentive credit, shipping, and sales tax. Like-for-like equipment replacement due to recall, warranty replacement, etc. is not eligible for an incentive. m Manufacturer’s specifications (when required) — MUST include: • Full model number. • Energy performance information. m Additional documentation (when required).

PARTICIPATION REQUIREMENTS NEED HELP? Call 800.762.7077

Use the eligibility requirements below to see if your property qualifies for program incentives. You can also visit focusonenergy.com to find savings opportunities specific to your business. CUSTOMER ELIGIBILITY All multifamily (4+ units) property owners and management

u Units must be individually heated. u Income-qualified incentives can qualify on a per unit basis, or if at least 50% of the residential units are qualified, the entire building is eligible. u Income qualification can be verified at focusonenergy.com/income . CUSTOM INCENTIVES Does your project not fit in one of our prescriptive offers? Custom project incentives are calculated on a case-by-case basis for non- standard technologies and are based on estimated first-year energy savings. We can help your buildings become more energy efficient — and can show you how to save on the cost of making improvements. Before purchasing equipment or proceeding with upgrades, you must contact an Energy Advisor from Focus on Energy. Your Energy Advisor will help you determine if your project qualifies for a Focus on Energy custom incentive and will help you obtain necessary pre-approval. To get started with your custom project, download and complete the Custom Incentive Guide at focusonenergy.com/business/equipment-replacement .

companies located in a participating utility territory are eligible to receive Focus on Energy incentives. To see if your utility participates, go to focusonenergy.com/utilities . u Healthcare facilities (e.g., nursing homes/skilled nursing, community- based residential facilities (CBRFs), and hospitals) are eligible for incentives at focusonenergy.com/business . u Common areas of multifamily residential properties with four or more dwelling units under one roof (e.g., apartment/condominium buildings, student housing, assisted living, and Residential Care Apartment Complexes [RCAC]). Multifamily properties may also refer to focusonenergy.com/multifamily for available incentives and offerings for common areas and individual units. u Mixed commercial and residential properties are eligible for incentives. u Income-qualified incentives are available for individual apartment/ condo equipment only.

NEW CONSTRUCTION AND MAJOR RENOVATIONS Qualifying projects are new, stand-alone multifamily residential facilities, additions to existing facilities, and major renovations due to a change in the use of space (e.g., a warehouse to apartments). Available new construction incentives include prescriptive incentives and Whole Building Design incentives found at focusonenergy.com/ newconstruction . Reach out to an Energy Advisor from Focus on Energy to help identify what is best for your project. New construction projects are not eligible for existing buildings incentives in this catalog.

INFORMATION AND REQUIREMENTS Before you start your project, make sure you are familiar with participation requirements, program information, and the Terms and Conditions.

General Terms and Conditions Review the Focus on Energy Terms and Conditions at focusonenergy.com/terms or call 800.762.7077 to request a copy. Incentive Limits Incentives are limited to $300,000.00 per project and $400,000.00 per customer per calendar year for all Focus on Energy incentives (prescriptive and custom). Depending on the business tax classification of the payee, the entity receiving the incentive payment may receive IRS form 1099 for incentives totaling over $600.00 in a calendar year. Trade Ally Information A Trade Ally represents the company who provided/installed the equipment for a project or performed the service for which a Customer is seeking an incentive. Trade Allies who have signed an agreement with Focus on Energy are allowed to enjoy certain program benefits, one of which is to receive direct payment of incentives at the Trade Ally’s request. Incentives can only be paid directly to a registered Trade Ally who has a W-9 on file with Focus on Energy. Visit focusonenergy.com/tradeally for information on how to become a registered Trade Ally.

The Federal Employer Identification Number (FEIN) and Business Classification of the Trade Ally is required IF the incentive is paid directly to the Trade Ally. In this scenario, the credit must be clearly labeled as the Focus on Energy incentive and deducted from the amount due on the Customer’s invoice. If your project was completed by more than one Trade Ally (example, equipment was purchased from one Trade Ally but installed by another Trade Ally) and the incentive is being paid to you the Customer, enter the information of the Trade Ally who installed your equipment in Section 4: Trade Ally Information. If the equipment was self-installed, enter the information of the Trade Ally from whom you purchased the equipment. Assignment of Incentives to Other Payee The Customer for the project site listed on the application may assign their right to participate and receive incentives to Other Payee. The Customer must sign Section 7 and identify the Other Payee in Section 5.

INCENTIVE APPLICATION FOR PROJECTS COMPLETED BY 12/31/2024

Complete all sections. Incomplete applications cannot be processed and will delay payment of incentives. Applications must be submitted within 60 days of completed project installation , no later than January 31, 2025. Visit focusonenergy.com/catalogs for additional copies of this form. section 1 ACCOUNT AND CUSTOMER INFORMATION Tax Identification Number (Check one) q FEIN or q SSN If you use a Social Security Number (SSN) as your Tax Identification Number, do not provide it below . You will be contacted by the program via email to provide a copy of your W-9 using a secure online portal, if it is not already on file. You must list an email address in Section 3 . _______________________________________________________ FEIN TAX CLASSIFICATION OF CUSTOMER (Check one. Required for all businesses, including nonprofits.) q Sole Proprietorship q S Corporation q LLC - Partnership

If Focus on Energy has a question about this application, we should contact: q Customer q Trade Ally q Other_________________ section 4 TRADE ALLY INFORMATION _______________________________________________________ TRADE ALLY CONTACT NAME _______________________________________________________ PRIMARY PHONE # EMAIL ADDRESS _______________________________________________________ TRADE ALLY COMPANY NAME _______________________________________________________ ADDRESS _______________________________________________________ CITY STATE ZIP section 5 PAYMENT INFORMATION Payee is responsible for any associated tax consequences. Make incentive check payable to: q Customer q Trade Ally q Other Payee If Other Payee is selected, the relationship to the utility account holder must be identified below: q Tenant q Building Owner q Other (specify) ___________________ FOR ALL PAYEES Mail check to: q Customer Address q Job Site Address q Trade Ally Address q Alternate Address _______________________________________________________ COMPANY NAME _______________________________________________________ ADDRESS _______________________________________________________ CITY STATE ZIP _______________________________________________________ ATTENTION TO (OPTIONAL) For Trade Ally and Other Payees Trade Allies must be registered with the Program and have a current W-9 on file to receive payment. Tax Identification Number (Check One) q FEIN q SSN If you use a Social Security Number (SSN) as your Tax Identification Number, do not provide it below . You will be contacted by the program via email to provide a copy of your W-9 using a secure online portal, if it is not already on file. You must list an email address below . _______________________________________________________ FEIN Tax Classification of Payee (Check one. Required for all businesses, including nonprofits.) q Sole Proprietorship q Individual q Single-Member LLC q C Corporation q S Corporation q Partnership q LLC - C Corp q LLC - S Corp q LLC - Partnership q Other ____________________________ Payee Contact Information _______________________________________________________ NAME EMAIL ADDRESS

q C Corporation q LLC - C Corp

q LLC - S Corp

q Partnership

q Single-Member LLC q Other:

_______________________________________________________ OWNER NAME (REQUIRED IF SSN IS USED AS TAX IDENTIFICATION NUMBER) _______________________________________________________ COMPANY NAME _______________________________________________________ LEGAL ADDRESS (AS SHOWN ON COMPANY W-9) _______________________________________________________ CITY STATE ZIP _______________________________________________________ WHO DID YOU WORK WITH FROM FOCUS ON ENERGY? (CONTACT NAME) section 2 JOB SITE INFORMATION (Refer to your utility bills for account numbers below.) _______________________________________________________ JOB SITE BUSINESS NAME _______________________________________________________ ELECTRIC UTILITY AT JOB SITE ELECTRIC ACCOUNT # _______________________________________________________ GAS UTILITY AT JOB SITE GAS ACCOUNT # q JOB SITE ADDRESS IS SAME AS LEGAL ADDRESS q JOB SITE ADDRESS IS DIFFERENT (COMPLETE BELOW) _______________________________________________________ NUMBER OF UNITS AT JOB SITE: _______________________________________________________ JOB SITE ADDRESS _______________________________________________________ CITY STATE ZIP section 3 CUSTOMER CONTACT INFORMATION _______________________________________________________ JOB SITE CUSTOMER CONTACT NAME _______________________________________________________ PRIMARY PHONE # EMAIL ADDRESS q I opt in to receive program updates. Preferred method of contact: q Call q Email q Text

section 6 INCENTIVE PRODUCT INFORMATION Refer to: • Applicable incentive catalog at focusonenergy.com/catalogs for incentive codes, incentive per unit, and product eligibility requirements. • focusonenergy.com/products for qualified products lists. • Your invoice for Manufacturer and Model Number. • Incentive Product Information Sheet at focusonenergy.com/catalogs if additional lines are needed.

/ /

PROJECT COMPLETION DATE:

REQUESTED INCENTIVE (A X B)

INCENTIVE CODE

# OF UNITS (A)

INCENTIVE PER UNIT (B)

UNIT MEASURE

MANUFACTURER NAME

MODEL #

(Example) L3111

STARK LIGHTING

LED5VZP

Fixture

$ 20.00

$ 200.00

Manufacturer Specifications Attached

Subtotal from Incentive Product Information Sheet (if applicable) $

(if applicable): Yes

Itemized Invoice(s) Attached: Yes m

INCENTIVE TOTAL* $

section 7 CUSTOMER SIGNATURE

I, the undersigned Customer, agree the stated energy efficiency measure(s) was (were) installed at the job site address listed above as part of the Focus on Energy Program. I have read and agreed to the provisions set forth herein and to the Terms and Conditions posted at focusonenergy.com/terms . I understand Focus on Energy may revise these Terms and Conditions at any time, and I will not be notified in the event changes are made. To the best of my knowledge, the statements made on this application are complete, true, and correct, and I have submitted the appropriate supporting documentation to receive an incentive. If the Customer is identified as the Payee in Section 5, the following certifications are required for this form to substitute for the Internal Revenue Service

(IRS) form W-9. Under penalty of perjury, I certify that: • The number shown on this form is the correct taxpayer identification number.

• I am not subject to backup withholding because: (a) I am exempt from backup withholding, or (b) I have not been notified by the IRS that I am subject to backup withholding as a result of failure to report all interest or dividends, or (c) the IRS has notified me that I am no longer subject to backup withholding. • I am a U.S. person. The IRS does not require my consent to any provision of this document other than the certifications required to avoid backup withholding.

SIGN HERE

___________________________________________________________________________________________________________ CUSTOMER SIGNATURE NAME (PRINT) DATE

Submit applications and supporting documentation to: MAIL: Focus on Energy 3113 West Beltline Highway Suite 201 Madison, WI 53713 EMAIL: multifamily@focusonenergy.com

*Incentive may be adjusted based on project caps. See measure requirements and Terms and Conditions for more information.

2024 HVAC AND PLUMBING INCENTIVE SUPPLEMENTAL DATA SHEET NEED HELP? Call 800.762.7077

THIS FORM MUST BE ATTACHED TO COMPLETED INCENTIVE APPLICATION AND SUBMITTED TOGETHER. FOR PROJECTS INSTALLED BY 12/31/2024.

HOW TO FILL OUT THIS FORM Please refer to: • The HVAC/plumbing sections of this catalog for measure requirements and information.

CUSTOMER INFORMATION __________________________________________________________ JOB SITE BUSINESS NAME __________________________________________________________ JOB SITE ADDRESS __________________________________________________________ TRADE ALLY NAME

• Complete the table corresponding to the measure in this catalog. Attach this form to a completed Incentive Application and submit together.

DIRECT-FIRED MAKE-UP AIR UNITS — INCENTIVE CODE: H5081

PAGE 22

OUTSIDE AIR FLOW (CFM)

DISCHARGE AIR TEMP (°F)

WEEKDAY START TIME

WEEKDAY END TIME

SATURDAY START TIME

SATURDAY END TIME

SUNDAY START TIME

SUNDAY END TIME

EQUIP #

(Example) MAU 1

5,000

7:00 AM 10:00 PM 8:00 AM

2:00 PM

Off

B1 AIR CONDITIONING SPLIT, PACKAGED, AND AIR SOURCE HEAT PUMP SYSTEMS (≥ 5.42 TONS) —

PAGE 23

INCENTIVE CODE: H10025, H10026, H10027

(B) AHRI RATED PART LOAD EFFICIENCY (IEER, 2 DECIMALS)

(A) AHRI RATED CAPACITY (TONS, 2 DECIMALS)

(D) DELTA EFFICIENCY (B - C)

(E) ADDITIONAL INCENTIVE (D X $/TON)

(F) BASE INCENTIVE ($/TON)

(G) INCENTIVE RATE ($/TON) (E + F)

REQUESTED INCENTIVE* (A X G)

EQUIP #

(Example) AC 1

15.00

16.00

15.40

0.6

$3.00

$25.00

$28.00

$420.00

B2 AIR SOURCE HEAT PUMP SYSTEM (>=5.42 TONS) - INCENTIVE CODES: H10025, H10026, H10027

PAGE 23

EQUIP #

EXISTING HEAT SOURCE (NG, ELECTRIC RESISTANCE, HEAT PUMP)

EXISTING NG THERMAL EFFICIENCY (IF APPLICABLE) (%)

(Example) HP

85%

B3 SPLIT SYSTEM AIR CONDITIONING — CONDENSING UNIT ONLY — INCENTIVE CODE: H3909

PAGE 24

(B) AHRI RATED FULL LOAD EFFICIENCY (EER, 2 DECIMALS)

(A) AHRI RATED CAPACITY (TONS, 2 DECIMALS)

(D) DELTA EFFICIENCY (B - C)

(E) ADDITIONAL INCENTIVE (D X $/TON)

(F) BASE INCENTIVE ($/TON)

(G) INCENTIVE RATE ($/TON) (E + F)

REQUESTED INCENTIVE* (A X G)

EQUIP #

(Example) AC 1

15.00

12.00

11.50

0.5

$2.50

$20.00

$22.50

$337.50

C CHILLERS (BUILDING COOLING LOAD) — INCENTIVE CODE: H4712, H4713, H4714, H4715

PAGE 25

BUILDING/SPACE DESIGN COOLING LOAD (TONS)

CHILLER LOCKOUT TEMPERATURE (°F)

CODE COMPLIANCE PATH: A OR B

EQUIP TYPE

BASE OR TRIM CHILLER?

(Example) Air-Cooled

Base

53 °F

Path A

CHILLERS (EQUIPMENT PERFORMANCE) —

PAGES 25–27

INCENTIVE CODE: H4712, H4713, H4714, H4715, H4716, H4717, H4718, H4719, H4720, H4721, H4722, H4723, H4724, H4725, H4726, H4727, H4728, H4729, H4730, H4731, H4732, H4733, H4734, H4735

(B) MAX FULL LOAD (KW/TON) (FROM MEASURE DESCRIPTION PG 21-23)

(D) MAX PART LOAD (IPLV) (KW/TON) (FROM MEASURE DESCRIPTION PG 30)

(E) AHRI RATED PART LOAD EFFICIENCY (IPLV) (KW/TON, 3 DECIMALS)

(I) INCENTIVE RATE ($/TON) (G + H)

(A) AHRI RATED CAPACITY (TONS, 3 DECIMALS)

(F) DELTA

(G) ADDITIONAL INCENTIVE ($/TON)

(H) BASE INCENTIVE ($/TON)

REQUESTED INCENTIVE* (A X I)

EQUIP #

EFFICIENCY: ((B - C) + (D - E))

$8.00

$18.00

(Example) Chiller 1

95.000

1.160

1.120

0.880

0.840

0.080

$10.00

$1,710.00

E ENERGY RECOVERY VENTILATOR (ERV) — INCENTIVE CODE: H2314, H5082

PAGE 28

COOLING SYSTEM EFFICIENCY (KW/TON OR EER, 2 DECIMALS)

AHRI NET TOTAL SUMMER EFFECTIVENESS %

AHRI NET TOTAL WINTER EFFECTIVENESS %

HEATING SYSTEM EFFICIENCY (%)

HOURS OF OPERATION (HRS/WK)

SUPPLY AIRFLOW (AHRI LISTED CFM)

EQUIP #

(Example) ERV 1

60 hrs/wk

2,000

81%

77%

80%

1.20 kW/ton

F ADVANCED ROOFTOP UNIT CONTROLLERS — INCENTIVE CODE: H3964

PAGE 30

WEEKDAY OPEN / CLOSE TIMES

SATURDAY OPEN / CLOSE TIMES

SUNDAY OPEN / CLOSE TIMES

NOMINAL COOLING CAPACITY (TONS)

ECONOMIZER OPERATIONAL? (Y/N)

HEATER TYPE (NATURAL GAS OR ELECTRIC)

EQUIP #

FAN HP

(Example) RTU 1

15.00

Natural gas

Yes

7 AM / 9 PM

8 AM / 10 PM

11 AM / 7 PM

G DEMAND CONTROLLED VENTILATION (DCV) — INCENTIVE CODE: H2853 (DCV FOR MULTIPLE ZONE)

PAGE 31

(A) EXISTING MIN OUTSIDE AIR FLOW (CFM)

(B) NEW MIN OUTSIDE AIR FLOW (CFM)

OUTSIDE AIR FLOW REDUCED (CFM) (A-B)

SPACE HEATING EFF (%)

AREA SERVED TYPE

AHU COOLING SIZE (TONS)

HOURS OF OPERATION/ WEEK

SPACE COOLING (Y/N)

EQUIP #

(Example) DCV 1

Yes

83%

Office

5,000

3,000

2,000

H DEMAND CONTROLLED VENTILATION (DCV) — INCENTIVE CODE: H3266 (DCV FOR SINGLE ZONE)

PAGE 31

EXISTING ECONOMIZER (DB, ENTHALPY)

EXISTING AHU CONTROLS (NO SETBACK, EMS/T-STAT)

AREA SERVED TYPE

SPACE COOLING (Y/N)

AHU COOLING SIZE (TONS)

AREA SERVED (SQ FT)

EQUIP #

(Example) DCV 1

Yes

Office

12.00

10,000

T-stat

I PARKING GARAGE VENTILATION CONTROLS – INCENTIVE CODE: H4837, H3493

PAGE 31

PROPOSED FAN OPERATION (HRS/DAY)

VENTILATION AIRFLOW (CFM)

GARAGE SIZE (SQ FT, IF HEATED)

HEATING SYSTEM EFFICIENCY (%)

LOCATION

EXHAUST FAN SIZE (HP)

HEATING SET-POINT (⁰F)

(Example) Garage-1a

6,700

10,000

80%

55⁰F

J VARIABLE FREQUENCY DRIVES — INCENTIVE CODE: H2640, H2641, H2643, H2644, H2646, H2726

PAGE 33

EQUIPMENT OPERATING HOURS (2,000 HR/YR MIN)

REQUESTED INCENTIVE* (QTY X HP X $/HP)

VFD APPLICATION

CONTROLS BEFORE VFD

HP CONTROLLED BY VFD

VFD #

QUANTITY

(Example) AHU-1a

HVAC Fan

Inlet Guide Vanes

2,500

$1,200.00

*Focus on Energy may adjust total incentive based on project caps. See measure requirements and Terms and Conditions for more information.

FOCUS ON ENERGY LIGHTING POLICIES NEED HELP? Call 800.762.7077

The following lighting policies apply to all lighting projects.

FIELD ADJUSTABLE LIGHTING OUTPUT GUIDANCE Field adjustable products allow for the wattage, light level output, or color temperature of the fixture to be modified by means of a switch or fixture setting. Field adjustable products are most common in downlights and troffers. DLC and ENERGY STAR list the highest wattage in their technical specifications for field adjustable products. For measures requiring a DLC listing and adherence to a specific wattage limit, Focus on Energy will base equipment eligibility on the wattage stated on the DLC, ENERGY STAR, or spec sheet listing. Field adjustable fixtures where the wattage has been adjusted to be within a qualifying wattage limit for a Focus on Energy incentive, may be accepted should a separate written statement from the customer or Trade Ally be provided with the incentive application. The written statement must clearly identify the quantity of fixtures being applied for where the settings have been adjusted accordingly. This statement must specify which setting is used (by referencing room types or fixture code on the drawings) and include a photo of the fixture or control system demonstrating these settings have been applied. Failing to provide this documentation will result in Focus on Energy referencing the DLC, ENERGY STAR, or spec sheet listing for the purpose of determining equipment eligibility.

PRIVATE LABELING GUIDANCE Focus on Energy requires lighting products to have the brand, model/ catalog number(s), specification sheet(s), and invoicing match their respective DesignLights Consortium® (DLC) product listing. For privately labeled products, this means the manufacturer, brand, and model under which the product is being sold must have its own DLC listing separate from any other DLC listing(s) for the original equipment manufacturer (OEM). Should a separate listing for the privately labeled equipment not exist on DLC, the product is subject to disqualification. Focus on Energy is a DLC member utility and therefore adheres to DLC’s private label policy. Why? With LED technology advancements and product choices, it has become increasingly common for LED equipment to be rebranded and sold under another manufacturer, model, and/or brand. This presents challenges for Utility Programs to verify equipment performance and eligibility as the relationship between the OEM and private labeling entity is not always known. The Program relies solely on DLC to validate equipment performance. DLC listed performance data (tested and reported) is exclusive to the product listed, including the specific manufacturer, and model of the product listed on DLC. The challenges in managing the large number of rebranded products available and the OEM they correspond with has resulted in the Program needing to rely solely on DLC to verify equipment performance. Any product being rebranded will be required to be DLC listed under the rebranded manufacturer and model to prove equipment performance and to be considered for any incentives. It is strongly advised Trade Allies and customers independently verify equipment is DLC listed under the manufacturer and model for which it is being bought/sold under. Focus on Energy will not be liable for products that are misrepresented as being DLC listed and/or qualifying for an incentive from Focus on Energy. Please contact your Energy Advisor or Focus on Energy if you need assistance in verifying equipment eligibility.

2024 LIGHTING INCENTIVE SUPPLEMENTAL DATA SHEET (SDS) THIS FORM MUST BE ATTACHED TO COMPLETED INCENTIVE APPLICATION AND SUBMITTED TOGETHER. FOR PROJECTS INSTALLED BY 12/31/2024. NEED HELP? CALL 800.762.7077

HOW TO FILL OUT THIS FORM Refer to the lighting sections of this catalog for measure requirements and information. • Complete the table corresponding to the measure in the catalog. • For electronic version of SDS, visit focusonenergy.com/catalogs . • New equipment wattage should reference the DesignLights Consortium® (DLC) Solid State Lighting (SSL) Qualified Product List (QPL) listed (TRT V5.0 or higher) performance data (Reported or Tested), ENERGY STAR certificate rated wattage, or specification sheet wattage for the installed model. • For watts reduced measures (Table A), see system wattage table on page 53 for “wattage of existing equipment” inputs.

CUSTOMER INFORMATION

JOB SITE BUSINESS NAME

JOB SITE ADDRESS

TRADE ALLY NAME

REMINDER Exact model numbers and manufacturer of equipment installed must be identified on invoicing and any qualified product list when required. For Focus on Energy’s Private Label policy, see page 11.

WORKSHEET FOR WATTS REDUCED MEASURES INCENTIVE CODE: L4813, L10028, L10029, L3904

PAGES 37–43

(A) WATTS/FIXTURE, EXISTING EQUIPMENT

(B) QUANTITY OF EXISTING EQUIPMENT

(D) QUANTITY OF NEW EQUIPMENT*

(E) WATTS REDUCED PER FIXTURE (A–C)

(F) INCENTIVE RATE ($/WATT REDUCED)

TYPE OF EXISTING EQUIPMENT

TOTAL INCENTIVE** (D X E X F)

INCENTIVE CODE

TYPE OF NEW EQUIPMENT

LOCATION

10w LED downlight

(Example) Lobby L4813

1 - 42W CFL

46W

10W

36W $0.15/W Reduced

$27.00

If applying for an interior or exterior LED sign light measure, please include the existing ballast make and model number in addition to the specific lamp type or provide metering data (amperage and voltage readings) of the existing equipment.

WORKSHEET FOR WATTS CONTROLLED MEASURES INCENTIVE CODE: L3406, L4812, L5063, L5064

PAGES 47–48

(A) ROUNDED WATTAGE PER FIXTURE

(D) INCENTIVE PER WATT CONTROLLED ($/WATT REDUCED)

(B) QUANTITY OF FIXTURES

TOTAL INCENTIVE** (C X D)

LOCATION INCENTIVE CODE

FIXTURE DESCRIPTION

(Example) Lobby

L3406

45W LED 2x4 Troffer

3,375W

$0.10

$337.50

*Existing and proposed fixture quantity must be the same except for signage measures. **Focus on Energy may adjust total incentive based on projects caps or variances in wattages provided for existing or proposed conditions. See measure requirements and Terms and Conditions for more information.

2024 INSULATION AND AIR SEALING INCENTIVE SUPPLEMENTAL DATA SHEET NEED HELP? Call 800.762.7077

THIS FORM MUST BE ATTACHED TO COMPLETED INCENTIVE APPLICATION AND SUBMITTED TOGETHER. FOR PROJECTS INSTALLED BY 12/31/2024.

HOW TO FILL OUT THIS FORM Please refer to: • The insulation and air sealing section of this catalog for measure requirements and information. • Complete the table corresponding to the measure in this catalog. Attach this form to a completed Incentive Application and submit together.

CUSTOMER INFORMATION ______________________________________________________ JOB SITE BUSINESS NAME ______________________________________________________ JOB SITE ADDRESS ______________________________________________________ TRADE ALLY NAME

BUILDING ENVELOPE —

PAGE 50

INCENTIVE CODE: I3703, I3704, I3705, I3706, I3707, I3708, I3709, I3710, I3711, I3712, I3713, I3714, I5167, I5168, I5169, I5170

BUILDING NUMBER

TOTAL CONDITIONED FLOOR AREA (SQ. FT.)

FLOOR TO FLOOR HEIGHT (FT.)

NUMBER OF FLOORS

APPROXIMATE BUILDING AGE (YEARS)

PRE R-VALUE

POST R-VALUE

4,800

R-19

HEATING TYPE

HEATING EFFICIENCY

COOLING TYPE

COOLING EFFICIENCY

O NG Furnace or NG Boiler

AFUE / TE

O Room AC

EER

O Central AC or ASHP (less than 5.42 ton)

SEER

O Electric Baseboard or Electric Furnace

1.00

COP

O Central AC or ASHP (5.42 ton or greater)

EER

O Air Source Heat Pump or Package Terminal Heat Pump

HSPF

O Chiller

kW/Ton

O Other O None

O Other:

Not Applicable

EXAMPLE

HEATING TYPE

HEATING EFFICIENCY

COOLING TYPE

COOLING EFFICIENCY

O NG Furnace or NG Boiler

88%

AFUE / TE

O Room AC

EER

O Central AC or ASHP (less than 5.42 ton)

SEER

O Electric Baseboard or Electric Furnace

1.00

COP

O Central AC or ASHP (5.42 ton or greater)

EER

O Air Source Heat Pump or Package Terminal Heat Pump

HSPF

O Chiller

kW/Ton

O Other O None

O Other:

Not Applicable

*Focus on Energy may adjust total incentive based on project caps. See measure requirements and Terms and Conditions for more information.

BUILDING ENVELOPE —

PAGE 52

INCENTIVE CODE: I4891, I4892, I4893, I4894, I4895, I4896, I4897, I4898, I4899, I4900 Condo/Apartment Number: ________________________________________________

IMPROVEMENTS

ENERGY STAR ® Certified Air Sealing

CFM50 Pre:

CFM50 Post:

Tested By::

BPI ID Number:

Attic Insulation

Attic Open Cavity - Total Area Improved:

Pre R-Value:

Post R-Value:

Attic Closed Cavity - Total Area Improved:

Post R-Value:

Pre R-Value:

Foundation (Sills/Walls) Insulation

Sill - Total Linear Feet Improved:

Pre R-Value:

Post R-Value:

Basement Wall - Total Area Improved:

Post R-Value:

Pre R-Value:

Crawlspace Wall - Total Area Improved:

Pre R-Value:

Post R-Value:

Basement/Crawlspace Ceiling - Total Area Improved:

Post R-Value:

Pre R-Value:

Exterior Wall/Framed Floor Insulation

Exterior Wall - Total Area Improved:

Pre R-Value:

Post R-Value:

Framed Floor - Total Area Improved:

Post R-Value:

Pre R-Value:

Duct Sealing

Tested By:

CFM25 Pre:

CFM25 Post:

Length Improved:

O Sealed

Post R-Value:

2024 SOLAR ELECTRIC INCENTIVE SUPPLEMENTAL DATA SHEET NEED HELP? Call 800.762.7077

THIS FORM MUST BE ATTACHED TO COMPLETED INCENTIVE APPLICATION AND SUBMITTED TOGETHER. FOR PROJECTS INSTALLED BY 12/31/2024.

HOW TO FILL OUT THIS FORM Please refer to: • The solar electric section of this catalog for measure requirements and information. • Complete the table corresponding to the measure in this catalog. Attach this form to a completed Incentive Application and submit together.

SOLAR ELECTRIC SYSTEMS – INCENTIVE CODE: S2819

PAGE 49

OBSTACLE SHADING (%)

MODULE COMPASS DIRECTION (DEGREES)

MODULE TILT ANGLE (FROM HORIZONTAL–DEGREES)

Obstacle Shading (%)

Module Compass Direction (degrees)

Module Tilt Angle (from horizontal - degrees)

Number of Modules

Module Brand Name

Module Model Number

Number of Inverters

Inverter Brand Name

Inverter Model Number

Does System Include On-site Storage?

Meter Rate

m Yes m No

m Residential m Commercial

Total System Size

Total Installed Cost

Total Requested Incentive Amount*

*Focus on Energy may adjust total incentive based on project caps. See measure requirements and Terms and Conditions for more information.

HEATING EQUIPMENT BOILERS

General Requirements: Only natural gas equipment is eligible for incentives. Boilers fueled by electric, propane, or oil are NOT eligible for incentives. Redundant or backup boilers do not qualify. Condensing boilers (≥ 90% AFUE or thermal efficiency) will provide maximum efficiency only if the return water temperature is cool enough to condense flue gases. If the heating system configuration cannot provide necessary operating conditions to the boiler, selection of a non- condensing or near-condensing boiler may be more appropriate. HOT WATER BOILERS Common Area Requirements: • Boiler incentives are only available for equipment used in space heating applications. Boilers used for only domestic hot water heating are not eligible for this incentive but may qualify for a custom incentive. • Must be a central plant type arrangement that serves multiple dwelling units in the multifamily building. • Space heating boilers also used for DHW may be eligible for indirect DHW incentives but are subject to requirements. • A boiler replacing a space heating and indirect DHW system will use the capacity of the existing space heating and DHW systems to estimate the split of incentives. • Boiler efficiency will be verified using the AHRI database (see ahridirectory.org). If the boiler is not listed in the AHRI database, provide a boiler specification sheet with boiler input and output ratings and either AFUE or thermal efficiency as appropriate for boiler size. • Steam boilers do not meet efficiency requirements and are not eligible for this incentive but may qualify for a custom incentive. Hot water boiler ≥ 90% thermal efficiency replacing a steam boiler is eligible. • ≥ 90% thermal efficiency boilers: • If the heating system configuration is such that the boiler needs to operate at a high hot water temperature, which prevents the flue gases from condensing (as described above in the General Requirements), then the boiler is not eligible for H2218 or H3276. • Hot water boilers < 300 MBh: • Must be a sealed combustion unit and ≥ 90% AFUE. • Condensing boilers must modulate their firing rate and include outdoor-air reset control. • Hot water boilers ≥ 300 MBh:

• Boilers must be capable of capacity modulation. • Do not round AHRI capacity to a whole number.

• Condensing boilers (≥ 90% thermal efficiency) will provide maximum efficiency only if the return water temperature is cool enough to condense flue gases. If the heating system configuration cannot provide necessary operating conditions to the boiler, selection of a non-condensing or near condensing boiler may be more appropriate.

COMMON AREA EQUIPMENT UPGRADES AND RETROFITS Measure Description

Code

Incentive

Unit

Hot Water Boilers < 300 MBh input, ≥ 90% AFUE

H2218

Midstream

Boiler

Hot Water Boilers ≥ 300 MBh input, ≥ 90% Thermal Efficiency

H3276

$5.00

MBh

CUSTOM PROJECT IDEA? Talk to your Energy Advisor about custom

incentives not listed in this catalog that may be available for reducing energy waste in your building.

COMBINATION BOILER Common Area Requirements: • Only natural gas equipment is eligible for incentives. Boilers fueled by electric, propane, or oil are NOT eligible for incentives. • Must handle both the space heating and domestic hot water heating needs for a multifamily building. • Must be a central plant type arrangement that serves multiple dwelling units in the multifamily building. • Boiler efficiency must be 95%+ thermal efficiency. Boiler must be ≥ 300 MBh. • Provide number of apartment/condo units served by the combination boiler on the Incentive Application per the example below. • Redundant or backup boilers do not qualify. • Equipment eligibility is verified through AHRI Directory of Certified Product Performance ( ahridirectory.org ), ENERGY STAR pre-qualified list (energystar.gov) and other reliable sources. • Condensing boilers (≥ 90% thermal efficiency) will provide maximum efficiency only if the return water temperature is cool enough to condense flue gases. If the heating system configuration cannot provide necessary operating conditions to the boiler, the boiler is not eligible for H5234.

COMMON AREA EQUIPMENT UPGRADES AND RETROFITS Measure Description

Code

Incentive

Unit

95%+ AFUE or TE Combination Boiler, Multifamily

H5234

$4.50

MBh

EXAMPLE Common Area Combination Boiler

Manufacturer Name

Incentive Code

Model

Unit Measure

# of Units (A)

Incentive Per Unit (B) Total Incentive (A x B)

H5234

XYZ Boilers

CB350

MBH

350

$4.50

$1,575

REMINDER Planning a new construction building or renovation project? Visit focusonenergy.com/business/whole-building for more information on incentives for these buildings.

BOILER CONTROLS AND BURNERS

General Requirements: Only natural gas equipment is eligible for incentives. Equipment added to boilers fueled by electric, propane, or oil is NOT eligible for incentives. Equipment added to redundant or backup boilers does not qualify.

OUTSIDE AIR RESET/CUTOUT CONTROLS Requirements: • Outside air temperature boiler reset and cutout control incentives are for retrofit projects only. New boilers equipped with these controls do not qualify. • System must have an outdoor temperature sensor installed in a shaded location on the north side of the building. • System must be set up so the minimum temperature is less than 10°F above boiler manufacturer’s recommended minimum return temperature (unless unusual circumstances require a higher setting). • For controls on multiple boilers to qualify, control strategy must stage the lag boiler(s) only after the first boiler stage(s) fail to maintain the water temperature called for by the reset control. • Provide input capacity of boilers (in MBh) controlled with outside air reset and cutout controls per the example below. • Must be a central plant type arrangement that serves multiple dwelling units in the multifamily building.

EQUIPMENT UPGRADES AND RETROFITS Measure Description

Code

Incentive

Unit

Outside Air Reset/Cutout Controls

H2221

$70.00

Control

EXAMPLE Outside Air Reset / Cutout Controls Use this example when applying for outside air resent/cutout controls that also requires boiler capacity in MEh. Reference the table when filling out section 7 on the Incentive Application.

Total Incentive (A x B)

Incentive Code Manufacturer Name

Model

Unit Measure # of Units (A)

Incentive per Unit (B)

H2221

ABC Controls

OA1234

Control

$70.00

—

Boiler Capacity

MBh

500

—

BOILER COMBUSTION UPGRADES Requirements: • Boiler must be natural gas-fired, forced-draft boiler used for space heating that operates a minimum of 4,000 hours per year. • Installation on redundant or backup boilers does not qualify for an incentive. • Boiler input capacity must be entered in boiler horsepower (BHP). To convert, use 1 BHP = 33.476 MBh. High turndown burner must be able to provide efficient combustion at a 10:1 turndown ratio or greater. The turndown ratio must be clearly shown on a manufacturer’s spec sheet or similar documentation. • High turndown burner incentives (H2203 and H5237) are eligible on boilers ≤ 1,000 BHP. Boilers > 1,000 BHP may be eligible for custom incentives. • Invoices must be attached and include the manufacturer name and model number of linkageless controls, O 2 trim, and high turndown burner equipment. • Must be a central plant type arrangement that serves multiple dwelling units in the multifamily building.

EQUIPMENT UPGRADES AND RETROFITS Measure Description

Code

Incentive

Unit

Linkageless Controls

H2205

$18.00

BHP

O 2 Trim Controls

H2206

$5.00

BHP

High Turndown Burner, Retrofit on Existing Boiler

H2203

$12.00

BHP

High Turndown Burner, New Boiler Replacement

H5237

$12.00

BHP

Incentive amount is limited to 50% of the project cost, including equipment and external labor.

HOT WATER AND STEAM DISTRIBUTION SYSTEMS

General Requirements: Only systems with steam and hot water produced by natural gas equipment (and electric equipment if specifically allowed in the requirements below) are eligible for incentives. Systems with equipment fueled by propane or oil are NOT eligible for incentives. STEAM TRAP MAINTENANCE AND REPAIR Requirements: • Repair incentive is only available for the repair or replacement of traps that have malfunctioned and are leaking steam. Repair incentive is not available for traps that are failed closed or are plugged. • Surveys are optional. A customer may apply for the repair incentive only to repair or replace known failed steam traps. Repairs do not need to be made at one time, but only one repair incentive per trap can be applied for in a heating season. Survey incentives are available only once per heating season per steam system. Survey cost must be shown on the invoice. • To qualify for the survey incentive, customer must repair or replace one trap for every five traps surveyed. If less than one trap per every five traps surveyed is identified as failed, then all failed traps must be repaired or replaced. In the case where all identified failed traps must be repaired or replaced, customer may provide written explanation for a trap that cannot be repaired or replaced and may still qualify for an incentive. • Mass replacement of traps can be completed without condition assessment. Focus on Energy will assume 20% of traps were leaking and pay a repair incentive for 20% of the total traps replaced (rounded to the nearest whole number) and no survey incentive. • For projects that do not complete a steam trap survey, provide the nominal steam pressure (psig) on the application or in other supporting documentation provided with the incentive application. • Must be a central plant type arrangement that serves multiple dwelling units in the multifamily building. • Steam trap survey and repair work must be recorded in a log sheet and attached to the application in order to be eligible for the survey incentive. Trade Ally must create and fill in the log as work is completed. Required fields (minimum): • ID Tag Number. • Location Description. • Nominal Steam Pressure. • Trap Type. • Indicate Condition for Each Steam Trap (choose one of the following): • Functioning Properly. • Malfunctioning Not Leaking Steam. • Malfunctioning Leaking Steam. • Survey Date/Repair Date. • Survey/Repair Technician Name. • Orifice Size (if repaired or replaced). • Notes.

EQUIPMENT UPGRADES AND RETROFITS Measure Description

Code

Incentive

Unit

Steam Trap Survey

H2225

$15.00

Steam Trap

< 10 psig General Heating Steam Trap, ≤ 7/32" Orifice

H4004

$50.00

Steam Trap

< 10 psig General Heating Steam Trap, 1/4" Orifice

H4005

$50.00

Steam Trap

< 10 psig General Heating Steam Trap, 5/16" Orifice

H4006

$50.00

Steam Trap

< 10 psig General Heating Steam Trap, ≥ 3/8" Orifice

H4007

$50.00

Steam Trap

10–49 psig General Heating Steam Trap, ≤ 7/32" Orifice

H4008

$75.00

Steam Trap

10–49 psig General Heating Steam Trap, 1/4" Orifice

H4009

$75.00

Steam Trap

10–49 psig General Heating Steam Trap, 5/16" Orifice

H4010

$75.00

Steam Trap

10–49 psig General Heating Steam Trap, ≥ 3/8" Orifice

H4011

$75.00

Steam Trap

50–124 psig General Heating Steam Trap, ≤ 7/32" Orifice

H4012

$100.00

Steam Trap

50–124 psig General Heating Steam Trap, 1/4" Orifice

H4013

$100.00

Steam Trap

50–124 psig General Heating Steam Trap, 5/16" Orifice

H4014

$100.00

Steam Trap

50–124 psig General Heating Steam Trap, ≥ 3/8" Orifice

H4015

$100.00

Steam Trap

≥ 125 psig General Heating Steam Trap, ≤ 7/32" Orifice

H4944

$150.00

Steam Trap

≥ 125 psig General Heating Steam Trap, 1/4" Orifice

H4945

$150.00

Steam Trap

≥ 125 psig General Heating Steam Trap, 5/16" Orifice

H4946

$150.00

Steam Trap

≥ 125 psig General Heating Steam Trap, ≥ 3/8" Orifice

H4947

$150.00

Steam Trap

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