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    Create an Incentive Application from Start to Finish

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    Begin a new application by creating a new site audit:

     

    • Click My Sites in the toolbar and click New Site.  

     

    • Complete Site info fields.  

     

    4. Complete Site Info fields.  

    Site Type is important, because the platform pulls the lighting power density value from the IECC energy code based on the building type selected here. 

    Project Type is also important, the incentive calculations differ between new construction and retrofit projects.

    Vendor and address are required fields.

     

    5. Click Save and Close.

    6. Reopen the project site from the My Sites list.

     

    Calculate Two Types of Incentives:  Space-by-Space or Whole Building

    If you do not want to see the space-by-space incentive calculations, then follow the instructions under "Type 1: Whole Building." If you want to see both whole building and space-by-space incentive calculations, then follow the instructions under "Type 2: space-by-space."

    Type 1: Whole Building

    For a whole building incentive submission, Click Whole Building - No Area

     

    Complete the information requested and click ok

    Name and Space Type are left blank, since the application is for the whole building.

    It is optional to enter a Description and Location for the space.

    Space Size  can either be entered in SqFt or by width/depth.

    Enter Existing Watts which will is used to calculate the existing baseline LPD.

    Code Baseline LPD  is the lighting power density based on the IECC energy code for the building or site type selected on the site info tab.

    Existing baseline LPD = Total Existing Watts / square footage.

    Calculated LPD = Total Watts from Items/ square footage. Will be zero until items are assigned to the whole building - no area space on the items tab.

    Proposed LPD = In most cases, users should leave this field blank and the field will fill in with the value from the calculated LPD field after adding new items to the spaces. However, users are given the option here to propose an LPD value for the space to the utility.

    Space Lighting Annual Hours = Enter the operating hours for the building. If left blank, this value will default to a building type's default operating hours (default operating hours are configured on a program administrator screen.)

      

    2. Then click Items to begin to add the new items. Choose New Item, then search for the item using the catalog number, name of manufacturer, wattage, or another of the item's characteristic and check the item and save. If you can't find the item, choose one of the generic items on the first page and click OK.

    Click on the item count box to edit the quantity of the item.  To remove an item from an area, enter 0 (zero).

    Click on the item name

    Edit the properties of the item. For example, paste in the product name and input watts and click ok.

     

     

     

    Type 2: Space-by-space

    Entering items into areas or spaces will enable the software to calculate incentives for either space-by-space or the whole building.  This section discusses how to enter items by spaces.

    1. For a space-by-space incentive submission, first click Spaces > New Space Type

    Complete the information requested and save.

    It is optional to enter a Name, Description and Location  for the space.

    Space Type is based on the IECC code space types for the building or site type selected on the project details / site info tab. After selecting space type, view the lighting power density for that space in the Code Baseline LPD field.

    Space Size  can either be entered in SqFt or by width/depth.

    Enter Existing Watts which will is used to calculate the existing baseline LPD.

    Code Baseline LPD  is the lighting power density based on the IECC energy code for the building or site type selected on the site info tab.

    Existing baseline LPD = Total Existing Watts / square footage of the space.

    Calculated LPD = Total Watts from Items/ square footage of the space.. Will be zero until items are assigned to the whole building - no area space on the items tab.

    Proposed LPD = In most cases, users should leave this field blank and the field will fill in with the value from the calculated LPD field after adding new items to the spaces. However, users are given the option here to propose an LPD value for the space to the utility.

    Space Lighting Annual Hours = Enter the operating hours for the space. If left blank, this value will default to a building type's default operating hours (default operating hours are configured on a program administrator screen.)



     

    2. Then click Items > New Item choose the space the item is located in in the Add to Space field, then search for the item using the catalog number, name of manufacturer, wattage, or another of the item's characteristic and check the item and save. If you can't find the item, choose one of the generic items on the first page and click OK.

     

    Click on the item count box to edit the quantity of the item.  To remove an item from an area, enter 0 (zero).

    Click on the item name

    Edit the properties of the item. For example, paste in the product name and input watts and click ok.

     

     

     

     

    Start an Incentive Application

    After all items have been added to the building audit / site assessment tabs, then click Start Application.

    1. In the Incentive Application window complete the information requested and click Save.
      Make sure to select the correct Controls Tier - Program  and enter the account number if known. 
         2. Toggle between whole building or space-by-space to see the available incentives. Remember,  space-by-space incentives can only be calculated if items were assigned to spaces on the building audits / site assessment spaces or items tab.
     
    Select the first radio button to view the whole building calculations
     
    Select the spaces radio button to view the space-by-space calculations:
     
     
      3.    Click Client Info side tab, complete all information, and click Save.
    . 4.  Click Payment Info side tab, complete all information, and click Save.
      5. Click Support Files side tab, upload any documents you want to save (such as receipts, specs, 
             floor  plans, etc.)
      6. To submit your application, click Submit.
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