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Focused Demonstration Program Steps

  1. Complete the application form including the participation agreements from a minimum of two Demonstration Host Sites
    After reviewing the application, NYSERDA will either approve it as submitted, request clarification or additional information, or reject it. NYSERDA may reject any application that does not meet ETAC-CI program requirements.
  2. Issue Project Approval Letter
    Upon approval of a completed application, NYSERDA will issue a project approval letter that specifies a Project Incentive
  3. Accept Measurement & Validation (M&V) Plan
    NYSERDA will assign an M&V Technical Consultant (TC) to the project. The M&V TC will visit Demonstration Host Sites and develop an M&V Plan for the proposed project. The M&V Plan will follow the protocols of the International Performance Measurement &Verification Protocol (IPMVP) but will be customized to the project. Typically, one to two years of monitoring will be required. Exception: If, after review of the project application and site inspections, the M&V TC identifies “fatal flaws” in the project (for example, resulting from building code or health and safety issues) that cannot be resolved through a mutually acceptable solution (such as substitution of a different Demonstration Host Site), NYSERDA reserves the right to cancel the project at this stage. Project Participant must provide written acceptance of the M&V Plan before project installation/ implementation begins. Some M&V measurements may be required prior to installation of new equipment or project implementation.
  4. Reach First Milestone: Project Installation/ Implementation
    The Project Participant will be responsible for project installation/implementation (and all associated costs) at Demonstration Host Sites. NYSERDA will schedule a site visit for NYSERDA staff and/or the M&V TC to inspect the installations and implementation of M&V Plans. The Project Participant will submit an interim project report (including a commissioning report where applicable), as well as documentation of project costs, including Participant Team’s contribution of at least 40% of such costs. NYSERDA may adjust the Project Incentive if project costs differ from those submitted at time of Application. Upon review and approval of submitted documentation, NYSERDA will issue a payment for 75% of the Adjusted Project Incentive.
  5. Perform Project M&V Study and Reporting
    The M&V TC will perform M&V tasks with support from the Participant Team, such as providing access to relevant data and equipment. The M&V TC will then prepare a Project Final Report documenting M&V study results. The Project Participant will be responsible for providing interim reports semi-annually to NYSERDA, as well as a final project performance report at project completion, to share findings such as commissioning results, project performance, costs, barriers identified and remedies tried and recommended, pathways to successful project replication in New York State, and other lessons learned.
  6. Reach Second Milestone: Case Study and Outreach
    The Project Participant will prepare a Case Study for the project, with assistance from NYSERDA and/or the M&V TC. The Case Study will present an overview of the technology or approach demonstrated, and performance results (e.g., energy savings, non-energy benefits, identification of market barriers, etc.) of the demonstration. A template for the Case Study will be provided by NYSERDA. Most Participant Teams will be required to take part in two or more outreach activities in addition to the Case Study. Outreach activities will be targeted to a New York State audience and may include, but not be limited to press events and releases, site tours, and presentations at webinars or conferences. NYSERDA will approve outreach activities in advance. Upon completion of these outreach activities, NYSERDA will issue a payment for 25% of the Adjusted Project Incentive . Exception: For projects where the M&V study reveals that savings or performance are substantially below anticipated levels, Project Participant will be required only to complete the Case Study. No additional outreach activities will be required before NYSERDA will issue the Second Milestone Payment.
Last Updated: 12/11/2013