saveONenergy Retrofit Program – Completion Review Report

ICF Marbek 300-222 Somerset Street W Ottawa, ON K2P 2G3 Tel: 613 523-0784 Fax: 613 523-0717 www.marbek.ca 1

ERII Incentive Release Request Report

Application Number: WH-044

Applicant Name: Rona Whitby 55280 1400 Victoria St East, Whitby, ON

Project Representative:

Erik Wolfe Legend Power

Report Date: December 28, 2011

Type of Application: Custom (Non-Lighting)

Overview: This is a completion review for the installation of the following equipment: Installation of an electrical harmonizer - automatic voltage

regulator, a type of power conditioning device Completion Date: June 6, 2011

Project Costs: $ 53,000.00

Pre-approved Incentive ($, kW, kWh):

$ 14,400.00 (18.0 kW, 76,251 kWh)

Recommended Payment ($, kW, kWh):

$ 15,840.00 (27.960 kW, 141,000 kWh) *Note: This project was capped at 10% above the estimated incentive

General Comments

The application contained all the necessary information however the demand savings analysis was modified to reflect peak hours on business days based on the saveONenergy guidelines. Project Scope

The applicant has installed an 800 A Legend Power Electrical Harmonizer – Automatic Voltage Regulator (AVR).

The AVR is a type of power conditioning device consisting of an on-load automatic electronic tap changer with a high efficiency autotransformer that regulates voltage to the optimal level. Based on the incoming voltage, the device applies a 0%, 2%, 4%, or 6% tap to reduce the incoming voltage and thus the power

saveONenergy Retrofit Program – Completion Review Report

ICF Marbek 300-222 Somerset Street W Ottawa, ON K2P 2G3 Tel: 613 523-0784 Fax: 613 523-0717 www.marbek.ca 2

drawn. Legend Power has installed the AVR on the Main circuit.

Custom Non-Lighting

The scope of the Custom Non-Lighting incentive has not changed since the pre-approval was completed. Namely, the following equipment has been purchased and installed:

(1) Electrical Harmonizer - automatic voltage regulator Harmonizer-AVR 800 Amp

Custom Non-Lighting Demand Savings = 27.960 kW

Custom Non-Lighting Consumption Savings = 141,000 kWh

Custom Non-Lighting Incentive = $15,840.00*

*Note: This project was capped at 10% above the estimated incentive

Proof of Project Scope and Payment

As proof of project scope, the applicant provided: An invoice (#11-RON-04) from the general contractor, dated June 6, 2011, which confirmed the

quantity, type, and model numbers of the installed equipment along with the labour and material costs.

As proof of payment, the applicant provided:

An invoice (#11-RON-04) from the general contractor, dated June 6, 2011, which totaled $59,890.00, and a copy of the cancelled cheque #00236668, dated October 3, 2011, used to pay this invoice.

Measurement and Verification Plan

Since the project is greater than $10,000, an M&V Plan is required for this project.

Reported Consumption Savings

Because the incentive is greater than $10,000 but less than or equal to $25,000, the application falls under the Power Conditioning Devices Enhanced category. The applicant submitted their M&V results based on demand and consumption savings taken over a 24 hour, 7-day period in June 2011. The applicant has claimed 141,000 kWh in consumption savings. Since the consumption savings are analyzed over an entire year, the applicant’s method and result is deemed acceptable.

The applicant extrapolated the week’s consumption savings over the entire year. This assumption is reasonable based on the fact that the affected equipment runs consistently over the entire year (lights, HVAC motors, plug loads etc.). Reported Demand Savings

The applicant has also claimed demand savings for this project. Therefore, the data collection needed to take place between May 1 and October 31. It was confirmed that the applicant took their measurements in June.

saveONenergy Retrofit Program – Completion Review Report

ICF Marbek 300-222 Somerset Street W Ottawa, ON K2P 2G3 Tel: 613 523-0784 Fax: 613 523-0717 www.marbek.ca 3

According to the program guidelines, demand savings need to be based on the maximum reduction in electricity demand occurring in the same hour on business days between 11am and 5pm. Instead, the applicant calculated their demand savings by averaging the demand savings across a full week. As such, their demand savings were adjusted; the demand savings were averaged for each peak hour and the maximum was reported.

Hour Average Savings during peak hours (kW)

11:00am-12:00pm 17.95

12:00pm-1:00pm 18.89

1:00pm-2:00pm 20.19

2:00pm-3:00pm 18.82

3:00pm-4:00pm 27.67

4:00pm-5:00pm 27.96

Based on this analysis, it was found that the maximum peak demand savings of 27.96 kW occurred between 4-5pm. An excel spreadsheet with the analysis is attached to the report.

Site Visit

Since the incentive was greater than or equal to $10,000, a post-retrofit site visit was required for this project. Whitby Hydro Energy Services has completed a site visit for this location.

Incentive Calculation

The calculation for the incentive is based on the following: The higher of $800/kW of demand savings ($800/kW x 27.96 kW = $22,368.00) or $0.10/kWh of

annual consumption savings ($0.10/kWh x 141,000 kWh = $14,100.00).

However, the incentive cannot increase by more than 10% above the Estimated Participant Incentive. The Estimated Participant Incentive was $14,400.00. The incentive is, therefore, capped at $15,840.00 ($14,400.00 + 10%).

The incentive is also capped at 50% of the actual project cost. The actual project cost was calculated as $53,000.00 by adding the following costs:

Pre-tax material cost: The applicant provided an invoice from the general contractor totaling $40,500.00 before tax.

Pre-tax labour cost: The applicant provided an invoice from the general contractor totaling $12,500.00 before tax

The incentive is therefore capped at $26,500.00 ($53,000.00 x 50%).

saveONenergy Retrofit Program – Completion Review Report

ICF Marbek 300-222 Somerset Street W Ottawa, ON K2P 2G3 Tel: 613 523-0784 Fax: 613 523-0717 www.marbek.ca 4

Finally, the incentive is also capped at 55% of the estimate project cost. The estimated project cost was $53,000.00. As such, the incentive is also capped at $29,150.00 ($53,000.00 x 55%).

Based on this calculation, the recommended incentive for this project is $15,840.00. Timeline

It is necessary to verify whether the application was pre-approved prior to project commitment. The application was pre-approved on June 1, 2011. Since none of the documentation indicated that project commitment was made before this date, there is not a timeline issue with this application

It is also necessary to confirm that the project was completed before December 31, 2014. The applicant provided an invoice, dated June 6, 2011, which confirmed that the construction of this project is complete. Since the project was completed before December 31, 2014, there is not a timeline issue with this application.

Finally, it is necessary to confirm that applicant provided an invoice to the LDC no later than 90 days following project completion. Whitby Hydro has agreed to verify this requirement.

Final Evaluation and Incentive Report

Since the incentive is greater than $10,000, a Final Evaluation and Incentive Report was completed. The form is attached to this report.

Review of Supporting Documents

The applicant provided the following supporting documents

An invoice from the general contractor Copy of cancelled cheque M&V Report Post QA-QC Report Additional Supporting Documents (Attached)

Final Evaluation and Incentive Report Revised Custom Worksheet Revised Peak Demand Calculations

ICF Marbek certifies that this project is in compliance with the rules and intent of the Equipment Replacement Incentive Initiative and that all documentation in relation to the project has been executed, reviewed, and retained.

December 28, 2011 ________________________ ________________________

Raouf Chehaiber, ICF Marbek Date

saveONenergy Retrofit Program – Completion Review Report

ICF Marbek 300-222 Somerset Street W Ottawa, ON K2P 2G3 Tel: 613 523-0784 Fax: 613 523-0717 www.marbek.ca 5

Project Evaluator

________________________ ________________________

LDC Approval Date

Demand Savings

(kW)

Energy Savings (kWh)

27.96 141,000

0 0

0 0

0 0

0 0

27.96 141,000

Calculation Notes:

$22,368.00

electricity demand (kW)

annual electricity consumption (kWh)

Incentive Metric (kW or kWh)

Base Case

electricity demand (kW)

438.04 2,259,000

see attached M&V plan - Savings Calculation Methodology. Incentive capped at 10% above the estimated participant incentive therefore incentive = $15,840.00

2. CUSTOM PROJECT ENERGY & DEMAND SAVINGS

Provide below the Measure description, Incentive Metric (kW or kWh) and Base Case and Energy Efficient Case electricity demand and/or annual electricity consumption in the cells highlighted in yellow for each non-lighting Measure. The 'Estimated Savings' and 'Calculated Participant Incentive' will automatically populate based on this information. In addition, provide below supporting calculations of estimated Demand and/or annual Energy Savings. Briefly explain for each non-lighting Measure how and what assumptions were made in determining the Energy and Demand Savings. Please refer to the Project M&V Procedures for instructions on how to determine the Demand Savings and Energy Savings.

Demand Savings (kW) are the maximum reduction in electricity demand between the Base Case and the Energy Efficient Case occurring in the same hour between 11 am to 5 pm on business days, May through October. For Measures that are weather dependent, Demand Savings shall be considered as occurring at peak design load conditions.

Energy Savings (kWh) are those electricity savings achieved over the course of the first year after the completion of a Project.

Measure

466 2,400,000

Calculated Participant Incentive

($800/kW of Demand Savings or $0.10/kWh

of Energy Savings)

annual electricity consumption

(kWh)

Examples of custom non-lighting projects include the installation/replacement of lighting controls, HVAC controls, space cooling/air conditioning, motors, pumps/fans, drives and belts, compressed air systems, refrigeration systems, service hot water, building envelope improvements (including door and windor replacements), ground source heat pumps, sub metering, elevator controls, power conditioning devices, etc.

INSTRUCTIONS: Please complete all sections in this worksheet. In order to calculate the Participant Incentive amount, all cells highlighted in yellow must be completed. The Custom Incentive Calculations in Section 4 will automatically populate based on this information.

For your Application to be approved, you must submit estimates, quotes or proposals indicating model numbers and quantities for the equipment to be installed together with manufacturer's technical specification sheets demonstrating that the equipment meets the program requirements. Where necessary, submit supporting documentation for the energy and/or demand savings calculations. Following project completion, invoices showing proof of payment must be submitted in order to receive your Participant Incentive payment. You may be required to provide additional information in connection with your Projecy in order for your Application to be approved.

a. Base CaseDescribe the existing equipment, operation, process or service of your facility to be retrofitted. Include descriptions of existing equipment and identify manufacturer(s) and model number(s).

1. PROJECT DESCRIPTION

b. Energy Efficient CaseDescribe the proposed equipment, operation, process or service of your facility to be retrofitted. Include descriptions of proposed equipment and identify manufacturer(s) and model number(s).

Voltage Optimization

Estimated Savings

kW

Energy Efficient Case

2,259,000 $22,368.00TOTAL 466 2,400,000 438.04

the Harmonizer-AVR is installed in a facility's electrical room and regulates voltage to the optimial level to reduce overall energy consumption.

By operating electrical equipment at an optimal votlage level, equipment operates with greater efficiency.

Legend Power's energy solution is a new addition to the facilities elecrical distirbtion system that enables all electrical loads to opperate with greater efficinecy.

This project is not replacing an exisiting piece of equipment.

Custom Non-Lighting Project Worksheet

A mark of the Province of Ontario protected under Canadian trademark law. Used under sublicence.OMOfficial Mark of the Ontario Power Authority. Used under licence.

Verion 1.0 Page 1 of 2

For certainty, costs which are not eligible to be included in Eligible Costs include:

1. Total Calculated Participant Incentive

2. Maximum Allowable Participant Incentive (50% of Total Eligible Costs for the Project)

Name of Applicant:

Company Name:

Building Address:

(ii) financing costs of the Participant;(iii) related insurance costs of the Participant;(iv) costs associated with post-installation maintenance or service contracts;(v) costs of spare parts, spare equipment or other inventories;

To view the estimated Participant Incentive for your Custom Project, please ensure that the above fields highlighted in yellow have been completed.

(vi) purchase or lease of tools for installation of equipment;(vii) HST; or(viii) a portion of the costs of Eligible Measures that have been or will be received from financial incentives generally funded by energy ratepayers or tax payers in the Province of Ontario

4. CUSTOM PARTICIPANT INCENTIVE CALCULATIONS

9. Estimated costs to prepare and implement the Project M&V Plan or costs to assist the LDC in preparing supporting documentation.

4. Estimated costs of energy audits not funded by the OPA

5. Estimated costs of design, engineering and/or architecture associated with the project

6. Estimated project management costs provided by third parties

$40,500.00

3. Estimated Participant Incentive Amount (based on lesser of 50% of Total Eligible Costs for the Project or Total Calculated Participant Incentive)

TOTAL ELIGIBLE COSTS FOR THE PROJECT:

(i) any costs that are not third party costs or that are internal costs of the Participant, including costs of the Participant’s labour, service, administration or overhead;

$53,000.00

$12,500.00

Erik Wolfe

Rona Ontario/ 4536631 Canada Inc - Legend Power is Authorized Applica

1. Estimated costs of the equipment purchased and installed

2. Estimated costs of labour for the installation of the equipment by suppliers

3. Estimated costs to dispose of or decommission the replaced equipment

$22,368.00

26,500.00$

22,368.00$

3. PROJECT COST BREAKDOWNCosts which are eligible to be included in determining applicable Participant Incentives must be costs of 3rd party suppliers directly related to the procurement and implementation of the Eligible Measures and are limited to the costs listed below. Please enter the applicable costs in the cells highlighted in yellow.

1400 Victorio St. East, Whitby Ontario

7. Shipping, delivery, duties and other costs applicable to the delivery of the equipment to the Facility

8. Estimated costs of inspections of the Project as may be required pursuant to Laws and Regulations

Custom Non-Lighting Project Worksheet

A mark of the Province of Ontario protected under Canadian trademark law. Used under sublicence.OMOfficial Mark of the Ontario Power Authority. Used under licence.

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Date Time

PowerOptimized ‐ 15minuteAverage

Power NotOptimized ‐ 15minute Average

Savings(kW)

Savings ‐Excel calculation(kW) Savings (%)

Savings ‐Excel calculation(%)

6/3/2011 11:20:37 AM 329.5 340.2 10.7 10.7 3.20% 3.15%6/3/2011 11:50:47 AM 319.6 337.3 17.7 17.7 5.20% 5.25%6/3/2011 12:20:47 PM 317.9 336.2 18.3 18.3 5.40% 5.44%6/3/2011 12:50:47 PM 318.4 337.4 18.9 19 5.60% 5.63%6/3/2011 1:20:47 PM 318.6 349.8 31.2 31.2 8.90% 8.92%6/3/2011 1:50:47 PM 325 343.8 18.8 18.8 5.50% 5.47%6/3/2011 2:20:57 PM 322.4 342.2 19.8 19.8 5.80% 5.79%6/3/2011 2:50:57 PM 321.2 342.1 20.8 20.9 6.10% 6.11%6/3/2011 3:20:57 PM 322.4 339 16.6 16.6 4.90% 4.90%6/3/2011 3:50:57 PM 323.6 352.5 28.9 28.9 8.20% 8.20%6/3/2011 4:21:07 PM 346.7 367.7 20.9 21 5.70% 5.71%6/3/2011 4:51:07 PM 347.8 369.2 21.4 21.4 5.80% 5.80%6/6/2011 11:25:47 AM 311.4 345.8 34.4 34.4 9.90% 9.95%6/6/2011 11:55:57 AM 311.4 341.2 14.2 29.8 4.20% 8.73%6/6/2011 12:25:57 PM 323.3 340 16.7 16.7 4.90% 4.91%6/6/2011 12:55:57 PM 318.6 332.7 14.2 14.1 4.30% 4.24%6/6/2011 1:25:57 PM 317 332.2 15.3 15.2 4.60% 4.58%6/6/2011 1:55:57 PM 313.6 342.3 28.7 28.7 8.40% 8.38%6/6/2011 2:26:07 PM 318.6 333.7 15.1 15.1 4.50% 4.53%6/6/2011 2:56:07 PM 318.1 334.7 16.6 16.6 5.00% 4.96%6/6/2011 3:26:07 PM 319.4 342 22.7 22.6 6.60% 6.61%6/6/2011 3:56:07 PM 330.2 361.8 31.6 31.6 8.70% 8.73%6/6/2011 4:26:07 PM 350.1 368.9 18.8 18.8 5.10% 5.10%6/6/2011 4:56:07 PM 349.9 378.3 28.4 28.4 7.50% 7.51%6/7/2011 11:27:37 AM 344.1 358.3 14.2 14.2 4.00% 3.96%6/7/2011 11:57:37 AM 344 363.7 19.7 19.7 5.40% 5.42%6/7/2011 12:27:37 PM 341.9 365.7 23.8 23.8 6.50% 6.51%6/7/2011 12:57:37 PM 344.8 360.8 16 16 4.40% 4.43%

6/7/2011 1:27:37 PM 337.8 354.8 17 17 4.80% 4.79%6/7/2011 1:57:47 PM 341.3 359.6 18.4 18.3 5.10% 5.09%6/7/2011 2:27:47 PM 339.9 357.2 17.3 17.3 4.80% 4.84%6/7/2011 2:57:47 PM 346.2 363.8 17.6 17.6 4.80% 4.84%6/7/2011 3:27:47 PM 338.3 361.2 22.9 22.9 6.30% 6.34%6/7/2011 3:57:57 PM 322 373.3 51.3 51.3 13.70% 13.74%6/7/2011 4:27:57 PM 365.6 381.8 16.2 16.2 4.20% 4.24%6/7/2011 4:57:57 PM 361 393 32 32 8.10% 8.14%6/8/2011 11:29:17 AM 334.2 348.7 14.5 14.5 4.20% 4.16%6/8/2011 11:59:17 AM 331.7 353.9 22.2 22.2 6.30% 6.27%6/8/2011 12:29:17 PM 331.1 350.5 19.4 19.4 5.50% 5.53%6/8/2011 12:59:27 PM 333 354.1 21.1 21.1 6.00% 5.96%6/8/2011 1:29:27 PM 332.7 359.6 26.9 26.9 7.50% 7.48%6/8/2011 1:59:27 PM 341.9 350.9 9 9 2.60% 2.56%6/8/2011 2:29:27 PM 336.7 355.3 18.6 18.6 5.20% 5.24%6/8/2011 2:59:27 PM 336.7 357.8 21.1 21.1 5.90% 5.90%6/8/2011 3:29:37 PM 337.8 357.3 19.4 19.5 5.40% 5.46%6/8/2011 3:59:37 PM 340.7 381.5 40.9 40.8 10.70% 10.69%6/8/2011 4:29:37 PM 383.6 416.3 32.7 32.7 7.90% 7.85%6/8/2011 4:59:37 PM 387.1 419.6 32.5 32.5 7.70% 7.75%6/9/2011 11:00:57 AM 354.9 368.5 13.5 13.6 3.70% 3.69%6/9/2011 11:30:57 AM 346 364.3 18.4 18.3 5.00% 5.02%6/9/2011 12:00:57 PM 347.1 366.5 19.3 19.4 5.30% 5.29%6/9/2011 12:31:07 PM 345.2 366.4 21.2 21.2 5.80% 5.79%6/9/2011 1:01:07 PM 345.9 364.7 18.8 18.8 5.20% 5.15%6/9/2011 1:31:07 PM 347.3 365.2 17.8 17.9 4.90% 4.90%6/9/2011 2:01:07 PM 348 368.7 20.7 20.7 5.60% 5.61%6/9/2011 2:31:07 PM 346.8 367.4 20.6 20.6 5.60% 5.61%6/9/2011 3:01:17 PM 350 372.4 22.3 22.4 6.00% 6.02%6/9/2011 3:31:17 PM 356.7 376.8 20.1 20.1 5.30% 5.33%6/9/2011 4:01:17 PM 355.9 400.1 44.3 44.2 11.10% 11.05%6/9/2011 4:31:17 PM 381.9 414.3 32.4 32.4 7.80% 7.82%

Total 20274.5 21605 1330.5 6.16%

Average 337.9083 360.0833 22.175 6.16%

Date Hour Savings (kW) Average for each hour6/3/2011 11:20:37 AM 10.7 17.956/3/2011 11:50:47 AM 17.76/6/2011 11:25:47 AM 34.46/6/2011 11:55:57 AM 14.26/7/2011 11:27:37 AM 14.26/7/2011 11:57:37 AM 19.76/8/2011 11:29:17 AM 14.56/8/2011 11:59:17 AM 22.26/9/2011 11:00:57 AM 13.56/9/2011 11:30:57 AM 18.4

6/3/2011 12:20:47 PM 18.3 18.896/3/2011 12:50:47 PM 18.96/6/2011 12:25:57 PM 16.76/6/2011 12:55:57 PM 14.26/7/2011 12:27:37 PM 23.86/7/2011 12:57:37 PM 166/8/2011 12:29:17 PM 19.46/8/2011 12:59:27 PM 21.16/9/2011 12:00:57 PM 19.36/9/2011 12:31:07 PM 21.2

6/3/2011 1:20:47 PM 31.2 20.196/3/2011 1:50:47 PM 18.86/6/2011 1:25:57 PM 15.36/6/2011 1:55:57 PM 28.76/7/2011 1:27:37 PM 176/7/2011 1:57:47 PM 18.46/8/2011 1:29:27 PM 26.96/8/2011 1:59:27 PM 96/9/2011 1:01:07 PM 18.86/9/2011 1:31:07 PM 17.8

6/3/2011 2:20:57 PM 19.8 18.826/3/2011 2:50:57 PM 20.86/6/2011 2:26:07 PM 15.16/6/2011 2:56:07 PM 16.66/7/2011 2:27:47 PM 17.36/7/2011 2:57:47 PM 17.66/8/2011 2:29:27 PM 18.66/8/2011 2:59:27 PM 21.16/9/2011 2:01:07 PM 20.76/9/2011 2:31:07 PM 20.6

6/3/2011 3:20:57 PM 16.6 27.676/3/2011 3:50:57 PM 28.9

6/6/2011 3:26:07 PM 22.76/6/2011 3:56:07 PM 31.66/7/2011 3:27:47 PM 22.96/7/2011 3:57:57 PM 51.36/8/2011 3:29:37 PM 19.46/8/2011 3:59:37 PM 40.96/9/2011 3:01:17 PM 22.36/9/2011 3:31:17 PM 20.1

6/3/2011 4:21:07 PM 20.9 27.96 MAXIMUM 

6/3/2011 4:51:07 PM 21.4

6/6/2011 4:26:07 PM 18.8

6/6/2011 4:56:07 PM 28.4

6/7/2011 4:27:57 PM 16.2

6/7/2011 4:57:57 PM 32

6/8/2011 4:29:37 PM 32.7

6/8/2011 4:59:37 PM 32.5

6/9/2011 4:01:17 PM 44.3

6/9/2011 4:31:17 PM 32.4