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Worksheet Version

INSTRUCTIONS Energy Solutions for


Business Program

Thank you for participating in the HVAC incentive program! All HVAC Program applicants must submit a completed, electronic
copy of the HVAC Worksheet along with an online HVAC program application. Keep in mind that only HVAC equipment used
for comfort cooling is eligible for incentives through the HVAC incentive program. HVAC equipment used for industrial
processes may be eligible for incentives through the Custom Equipment program. For more information regarding
FirstEnergy's Ohio Utilities' HVAC incentive program, we encourage you to please visit www.energysaveOH-business.com. If
you have questions regarding this calculator, please call 1-866-578-5220 or send us an email to energysaveOH@sodexo.com.

Calculator Spreadsheet Key


Gray Cells This is a read only or calculated field

White Cells Equipment input fields

Black Cells Cell not applicable to the particular piece of proposed equipment

Red Cells Indicates a required field was left blank or the proposed equipment does not qualify for incentives

Calculator Tabs

Project Summary: The Project Summary tab shows the estimated incentive, demand and energy savings. Information such as the customer
name, building name and the facility address should be entered on the Project Summary worksheet.
Clicking on the title of each equipment type on the Project Summary tab will bring up the appropriate calculator worksheet.
Each type of HVAC measure has its own calculation worksheet. Complete one row for every unique project, and complete all white cells in
each row to estimate the annual energy savings and incentive.
The Project Summary tab shows the estimated incentive, demand and energy savings.
Worksheet Version 1.71

Energy Solutions for


Business Program

submit a completed, electronic


hat only HVAC equipment used
ment used for industrial
nformation regarding
nergysaveOH-business.com. If
o energysaveOH@sodexo.com.

es not qualify for incentives

Information such as the customer

culator worksheet.
ct, and complete all white cells in
Project Summary

For internal use.


The internal
For applicantuse.
mayapplicant
The leave this
field blank.this
may leave
field blank.

Page 3
Water Cooled Chillers
Choose the
nearest city to
Water Cooled Electric Chillers
Eligible chillers must meet or exceed total
where the system
new cooling efficiency requirements
Return to Project Summary Air-cooled electric chillers may beequipment
eligible for incentives
is being under the Custom Equipm
installed.
Installation Type
Location
Line Measure (drop down menu)
(drop down menu)
Unit ID New Equipmen

1 Water Cooled Electric Chiller


2 Water Cooled Electric Chiller
3 Water Cooled Electric Chiller
4 Water Cooled Electric Chiller
5 Water Cooled Electric Chiller
6 Water Cooled Electric Chiller
7 Water Cooled Electric Chiller
8 Water Cooled Electric Chiller

Installation Type
Early Replacement Equipment Ty Cooling Capaci
New Installation Water Cooled -< 75 tons
Water Cooled -≥ 75 tons and
Chiller Type Water Cooled -≥ 150 tons and
Water Cooled - Reciprocating/Positive Dis Water Cooled -≥ 300 tons
Water Cooled - Rotary Screw/Scroll Water Cooled -< 150 tons
Water Cooled - Centrifugal Water Cooled -≥ 150 tons and
Water Cooled -≥ 300 tons and
Chiller Incenti Units Water Cooled -≥ 600 tons
22.5 per ton Water Cooled -< 150 tons
Water Cooled -≥ 150 tons and
Measure Life 15 Water Cooled -≥ 300 tons and
Water Cooled -≥ 600 tons

Electric Chillers [IECC 2012 Table C403.2.3]

Equipment Ty Cooling Capaci


Water Cooled -< 75 tons
Water Cooled -≥ 75 tons and
Water Cooled -≥ 150 tons and
Water Cooled -≥ 300 tons
Water Cooled -< 150 tons
Water Cooled -≥ 150 tons and
Water Cooled -≥ 300 tons and
Water Cooled -≥ 600 tons
Water Cooled -< 150 tons
Water Cooled -≥ 150 tons and
Water Cooled -≥ 300 tons and
Water Cooled -≥ 600 tons

Page 4
Water Cooled Chillers

stem cooling efficiency requirements as defined in the table below. Systems with multiple chillers, systems used for process cooling, or sys
r incentives under the Custom Equipment program. VFD retrofits of existing chillers are not eligible for incentives under this measure.

Chiller Type System Type Cooling Capacity


New Equipmen(drop down menu)
(drop down menu)
Btu/h Cooling CapacitCoincidence FaAnnual Hours

OH TRM 2010 Table A - p148


IPLV COP
4.65 4.2
4.65 4.2
4.65 4.2
4.65 4.2
4.5 4.45
4.95 4.9
5.6 5.5
5.6 5.5
5 5
5.55 5.55
6.1 6.1
6.1 6.1

[IECC 2012 Table C403.2.3]


Full Load Program Minimum (10% above IECC 2012)
(kW/ton) IPLV Full Load (kW/IPLV Sodexo Measure Name
0.78 0.63 0.702 0.567 Electric Chillers - Water Cooled - Reciprocating/Positive Displaceme
0.775 0.615 0.6975 0.5535 Electric Chillers - Water Cooled - Reciprocating/Positive Displaceme
0.68 0.58 0.612 0.522 Electric Chillers - Water Cooled - Reciprocating/Positive Displaceme
0.62 0.54 0.558 0.486 Electric Chillers - Water Cooled - Reciprocating/Positive Displaceme
0.78 0.63 0.702 0.567 Electric Chillers - Water Cooled - Reciprocating/Positive Displaceme
0.775 0.615 0.6975 0.5535 Electric Chillers - Water Cooled - Reciprocating/Positive Displaceme
0.68 0.58 0.612 0.522 Electric Chillers - Water Cooled - Reciprocating/Positive Displaceme
0.62 0.54 0.558 0.486 Electric Chillers - Water Cooled - Reciprocating/Positive Displaceme
0.634 0.596 0.5706 0.5364 Electric Chillers - Water Cooled - Centrifugal LT 150 tons
0.634 0.596 0.5706 0.5364 Electric Chillers - Water Cooled - Centrifugal GTE 150 tons and LT 30
0.576 0.549 0.5184 0.4941 Electric Chillers - Water Cooled - Centrifugal GTE 300 tons and LT 60
0.57 0.539 0.513 0.4851

Page 5
Water Cooled Chillers

stems used for process cooling, or systems used for low temperature applications where the leaving water temperature is less than 36°F ar
or incentives under this measure.

Existing Equipment
Existing
AgeChiller
in Years
Existing
Part LoadChiller
Efficiency
Full Load
kW/ton
Efficiency
As Found
kW/ton
Quantity (if applicable) (if applicable) (if applicable) IPLV base Dee IPLV base COP base Dee

d - Reciprocating/Positive Displacement LT 75 tons


d - Reciprocating/Positive Displacement GTE 75 tons and LT 150 tons
d - Reciprocating/Positive Displacement GTE 150 tons and LT 300 tons
d - Reciprocating/Positive Displacement GTE 300 tons
d - Reciprocating/Positive Displacement LT 75 tons
d - Reciprocating/Positive Displacement GTE 75 tons and LT 150 tons
d - Reciprocating/Positive Displacement GTE 150 tons and LT 300 tons
d - Reciprocating/Positive Displacement GTE 300 tons
d - Centrifugal LT 150 tons
d - Centrifugal GTE 150 tons and LT 300 tons
d - Centrifugal GTE 300 tons and LT 600 tons

Page 6
Water Cooled Chillers

water temperature is less than 36°F are not eligible under the HVAC program. These projects may be eligible for incentives through the Cu

As Found
COP base Part Load Cooling Efficiency IPLV Full Load Cooling Efficiency (kW/ton)
Minimum Required Proposed Minimum Required Proposed

Page 7
Water Cooled Chillers

eligible for incentives through the Custom Equipment program.

Total Demand Total


Savings
Energy
Deemed
Total
(kWDemand Total
Savings
Energy
(kW S Total IncentiveCooling Capac Equipment Elig

0
0
0
0
0
0
0
0

Page 8
Water Cooled Chillers
OH TRM 2010 p146-p148

Sodexo Measure Name

Page 9
Split & Packaged HVAC Units
Return to Project Summary
Eligible equipment must meet or exceed full load cooling efficiency requirements
coil that meets ARI specifications and where the matched system performance (c

Installation Type Location


Line Measure Unit ID
(drop down menu) (drop down menu)

1 Split & Packaged HVAC Units


2 Split & Packaged HVAC Units
3 Split & Packaged HVAC Units
4 Split & Packaged HVAC Units
5 Split & Packaged HVAC Units
6 Split & Packaged HVAC Units
7 Split & Packaged HVAC Units
8 Split & Packaged HVAC Units
ng efficiency requirements as defined in Columns P and Q. Qualifying split systems must have both a new condenser and a new
ed system performance (condenser and coil) meets or exceeds the minimum program requirements.

New Equipment New Equipment Model Equipment Type Heating Section Type
Manufacturer Number (drop down menu) (drop down menu)
h a new condenser and a new
nts.

New Equipment Cooling Efficiency


Cooling Capacity Existing Equipment Cooling Existing Equipment
Cooling Capacity Quantity Efficiency (SEER/EER) Age in Years
Btu/h Tons (calculated) if applicable if applicable Minimum Required
Equipment Cooling Efficiency
Total Demand Total Energy Equipment Eligible
Total Incentive
Proposed Savings (kW) Savings (kWh) for Incentives?
Air Source Heat Pumps
Return to Project Summary Eligible equipment must meet or exceed full load cooling efficiency requirements
have both a new condenser and a new coil that meets ARI specifications and wh
minimum program requirements.

Installation Type Location


Line Measure Unit ID
(drop down menu) (drop down menu)

1 Air Source Heat Pumps


2 Air Source Heat Pumps
3 Air Source Heat Pumps
4 Air Source Heat Pumps
5 Air Source Heat Pumps
6 Air Source Heat Pumps
7 Air Source Heat Pumps
8 Air Source Heat Pumps
oling efficiency requirements as defined in columns U and V and columns Z and AA. Qualifying split systems must
s ARI specifications and where the matched system performance (condenser and coil) meets or exceeds the

New Equipment Cooling Capacity Heating Capacity


New Equipment Model Number
Manufacturer Btu/h Btu/h
New Equipment Cooling Efficien
Heating Section Existing Cooling Existing Heating Existing Equipment
Type Efficiency (SEER/EER) Efficiency (HSPF/COP) Age in Years Quantity Minimum
(drop down menu) if applicable if applicable if applicable Required
w Equipment Cooling Efficiency New Equipment Heating Efficiency
Total Demand Cooling Savings Heating Savings Total Energy
Minimum Savings (kW) (kWh) (kWh) Savings (kWh)
Proposed Proposed
Required
Equipment
Total Incentive Eligible for
Incentives?
Water Source Heat Pumps
Return to Project Summary
Eligible equipment must meet or exceed full load cooling efficiency requirements
meets ARI specifications and where the matched system performance (condense
capacities 135,000 Btu/h or greater and water source heat pumps 65,000 Btu/h o

Installation Type Location


Line Measure Unit ID
(drop down menu) (drop down menu)

1 Water Source Heat Pumps


2 Water Source Heat Pumps
3 Water Source Heat Pumps
4 Water Source Heat Pumps
5 Water Source Heat Pumps
6 Water Source Heat Pumps
7 Water Source Heat Pumps
8 Water Source Heat Pumps
cooling efficiency requirements as defined in columns Z and AA and columns AG and AH. Qualifying split systems must have both a new c
system performance (condenser and coil) meets or exceeds the minimum program requirements. Ground source or ground water source
urce heat pumps 65,000 Btu/h or greater are not eligible under the HVAC program and may be eligible for incentives under the Custom Equ

New Equipment New Equipment Model Number


Manufacturer
alifying split systems must have both a new condenser and a new coil that
ents. Ground source or ground water source heat pumps with cooling
e eligible for incentives under the Custom Equipment program.

Existing Cooling Efficiency

Cooling Capacity Heating Capacity Heating Section Type SEER


Equipment Type Btu/h Btu/h (drop down menu) (if applicable)
Existing Cooling Efficiency Existing Heating Efficiency
New Equipment Cooling Efficiency
EER HSPF COP Existing Equipment
Age in Years Quantity
(if applicable) (if applicable) (if applicable) (if applicable) Minimum Required
quipment Cooling Efficiency New Equipment Heating Efficiency
Total Peak Demand Total Energy Savings Total Incentive
Proposed Minimum Required Proposed Savings (kW) (kWh)

- -
- -
- -
- -
- -
- -
- -
- -
Ductless Mini-Split Heat Pumps
Return to Project Summary Eligible equipment must meet or exceed full load cooling and heating efficien
both a new condenser and a new evaporator coil that meets ARI specification
program requirements.

Installation Type Location


Line Measure Unit ID
(drop down menu) (drop down menu)

1 Ductless Mini-Split Heat Pumps


2 Ductless Mini-Split Heat Pumps
3 Ductless Mini-Split Heat Pumps
4 Ductless Mini-Split Heat Pumps
5 Ductless Mini-Split Heat Pumps
6 Ductless Mini-Split Heat Pumps
7 Ductless Mini-Split Heat Pumps
8 Ductless Mini-Split Heat Pumps
ling and heating efficiency requirements as defined in columns W and X and columns AB and AC. Qualifying systems must have
t meets ARI specifications and where the matched system performance (condenser and coil) meets or exceeds the minimum

New Equipment New Equipment Model Cooling Capacity Heating Capacity


Manufacturer Number Btu/h Btu/h
ns AB and AC. Qualifying systems must have
and coil) meets or exceeds the minimum

Existing Cooling System replaced Existing Heating System replaced by


by new new
Ductless Mini-Split Ductless Mini -Split
Existing Cooling Existing Heating
Proposed Equipment Type Quantity Efficiency (SEER/EER) Efficiency (HSPF/COP)
if applicable if applicable
New Equipment Cooling Efficiency New Equipment Heating Efficiency
Existing Equipment Total Demand
Age in Years
Minimum Required Proposed Minimum Required Proposed Savings (kW)
if applicable
Equipment
Total Energy Savings
Total Incentive Eligible for
(kWh) Incentives?
ENERGY STAR® Window Air Conditioners
Return to Project Summary Eligible window air conditioners must be ENERGY STAR®-certified and be used only for
cooling applications. New installations and replacement projects are eligible.

New Equipment New Equipment


Line Measure Installation Type Manufacturer Model Number

1 Room Air Conditioner


2 Room Air Conditioner
3 Room Air Conditioner
4 Room Air Conditioner
5 Room Air Conditioner
6 Room Air Conditioner
7 Room Air Conditioner
8 Room Air Conditioner
tified and be used only for comfort
ects are eligible.

Does the new unit have


Location Cooling Capacity (Btu/h) Room AC Type louvered sides?
Existing Unit Age in Existing Cooling Efficiency New Cooling Total Demand
Quantity Years (CEER or EER) Efficiency Reductions (kW)
if applicable if applicable (CEER or EER)
Total Energy
Incentive
Savings (kWh)
Packaged Terminal Air Conditioners (PTACs)
Return to Project Summary Eligible equipment must meet or exceed full load cooling efficiency requi

Installation Type Location


Line Measure (drop down menu) (drop down menu)

1 Packaged Terminal Air Conditioner


2 Packaged Terminal Air Conditioner
3 Packaged Terminal Air Conditioner
4 Packaged Terminal Air Conditioner
5 Packaged Terminal Air Conditioner
6 Packaged Terminal Air Conditioner
7 Packaged Terminal Air Conditioner
8 Packaged Terminal Air Conditioner
ull load cooling efficiency requirements as defined in columns P and Q.

New Equipment New Equipment Model Cooling Capacity Existing Equipment Age
in Years
Manufacturer Number Btu/h if applicable
Existing Equipment New Equipment Cooling Efficiency Total Demand Total Energy
Cooling Efficiency (EER) Quantity
Savings (kW) Savings (kWh)
if applicable Minimum Required Proposed
Equipment Eligible
Total Incentive
for Incentives?

Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Packaged Terminal Heat Pumps (PTHPs)
Return to Project Summary Eligible equipment must meet or exceed full load cooling and heating effi

Installation Type Location


Line Measure (drop down menu) (drop down menu)

1 Packaged Terminal Heat Pump


2 Packaged Terminal Heat Pump
3 Packaged Terminal Heat Pump
4 Packaged Terminal Heat Pump
5 Packaged Terminal Heat Pump
6 Packaged Terminal Heat Pump
7 Packaged Terminal Heat Pump
8 Packaged Terminal Heat Pump
full load cooling and heating efficiency requirements as defined in columns S and T and columns X and Y.

New Equipment New Equipment Model Cooling Capacity Heating Capacity


Manufacturer Number Btu/h Btu/h
Existing Equipment Age in Existing Equipment Existing Equipment New Equipment Cooling Efficiency
Years Cooling Efficiency (EER) Heating Efficiency (COP) Quantity
if applicable if applicable if applicable Minimum Required
ipment Cooling Efficiency New Equipment Heating Efficiency Equipment
Total Demand Total Energy Total Incentive Eligible for
Savings (kW) Savings (kWh)
Proposed Minimum Required Proposed Incentives?

0.00
0.00
0.00
0.00
0.00
0.00
0.00
0.00
Circulation Pumps Variable Speed Controls for Boiler Heat Systems
Return to Project Summary Eligible projects include the installation of variable speed controls on existing hot water c
controls must vary pump speeds to produce flow rates that match system heating requir
incentives.

Facility Type
Line Measure Pump Motor ID
(drop down menu)

1 Circulation Pumps
2 Circulation Pumps
3 Circulation Pumps
4 Circulation Pumps
5 Circulation Pumps
6 Circulation Pumps
7 Circulation Pumps
8 Circulation Pumps
iler Heat Systems
of variable speed controls on existing hot water circulations pumps on boiler systems. The new
uce flow rates that match system heating requirements. Only retrofit projects are eligible for

Existing Pump Motor Being Existing Pump Motor HP New Pump Motor HP
Existing Pump Existing Pump
Replaced? (if applicable)
(drop down menu) Motor Efficiency Motor Quantity
(drop down menu) (drop down menu)
New Pump Motor New Pump Motor Demand Energy
Coincidence
Efficiency Quantity Factor
Savings Savings Load Factor Annual Hours
(if applicable) (if applicable) Factor Factor
VSD Controls VSD Controls
Motor Demand Motor Energy Total Demand Total Energy
Demand Savings Energy Savings Total Incentive
Savings (kW) Savings (kWh) Savings (kW) Savings (kWh)
(kW) (kWh)
HVAC Maintenance
Return to Project Summary Eligible tune-ups require checks of the refrigerant levels, airflow across coils, refri
inspect/clean the condenser and evaporator coils. Applicants must submit a com
energysaveOH-business.com along with a completed HVAC calculator. An HVAC s
schedule customers are eligible to receive the prescriptive incentive.

Location
Line Measure Equipment Manufacturer
(drop down menu)

1 HVAC Maintenance
2 HVAC Maintenance
3 HVAC Maintenance
4 HVAC Maintenance
5 HVAC Maintenance
6 HVAC Maintenance
7 HVAC Maintenance
8 HVAC Maintenance
9 HVAC Maintenance
10 HVAC Maintenance
11 HVAC Maintenance
12 HVAC Maintenance
13 HVAC Maintenance
14 HVAC Maintenance
15 HVAC Maintenance
16 HVAC Maintenance
17 HVAC Maintenance
18 HVAC Maintenance
19 HVAC Maintenance
20 HVAC Maintenance
21 HVAC Maintenance
22 HVAC Maintenance
23 HVAC Maintenance
24 HVAC Maintenance
25 HVAC Maintenance
26 HVAC Maintenance
27 HVAC Maintenance
28 HVAC Maintenance
29 HVAC Maintenance
30 HVAC Maintenance
31 HVAC Maintenance
32 HVAC Maintenance
33 HVAC Maintenance
34 HVAC Maintenance
35 HVAC Maintenance
36 HVAC Maintenance
37 HVAC Maintenance
38 HVAC Maintenance
39 HVAC Maintenance
40 HVAC Maintenance
41 HVAC Maintenance
42 HVAC Maintenance
43 HVAC Maintenance
44 HVAC Maintenance
45 HVAC Maintenance
46 HVAC Maintenance
47 HVAC Maintenance
48 HVAC Maintenance
49 HVAC Maintenance
50 HVAC Maintenance
51 HVAC Maintenance
52 HVAC Maintenance
53 HVAC Maintenance
54 HVAC Maintenance
55 HVAC Maintenance
56 HVAC Maintenance
57 HVAC Maintenance
58 HVAC Maintenance
59 HVAC Maintenance
60 HVAC Maintenance
61 HVAC Maintenance
62 HVAC Maintenance
63 HVAC Maintenance
64 HVAC Maintenance
65 HVAC Maintenance
66 HVAC Maintenance
67 HVAC Maintenance
68 HVAC Maintenance
69 HVAC Maintenance
70 HVAC Maintenance
71 HVAC Maintenance
72 HVAC Maintenance
73 HVAC Maintenance
74 HVAC Maintenance
75 HVAC Maintenance
76 HVAC Maintenance
77 HVAC Maintenance
78 HVAC Maintenance
79 HVAC Maintenance
80 HVAC Maintenance
81 HVAC Maintenance
82 HVAC Maintenance
83 HVAC Maintenance
84 HVAC Maintenance
85 HVAC Maintenance
86 HVAC Maintenance
87 HVAC Maintenance
88 HVAC Maintenance
89 HVAC Maintenance
90 HVAC Maintenance
91 HVAC Maintenance
92 HVAC Maintenance
93 HVAC Maintenance
94 HVAC Maintenance
95 HVAC Maintenance
96 HVAC Maintenance
97 HVAC Maintenance
98 HVAC Maintenance
99 HVAC Maintenance
100 HVAC Maintenance
e refrigerant levels, airflow across coils, refrigerant charge level, fan bearings and pulleys, check/clean filters, and
porator coils. Applicants must submit a completed HVAC tune-up form available on the website at
th a completed HVAC calculator. An HVAC system is eligible for a tune-up every 5 years. Only small rate
eive the prescriptive incentive.

Cooling Capacity
Equipment Model Number Equipment Type Btu/h
Heating Capacity Existing Cooling Efficiency Existing Heating Efficiency
Equipment Age
Btu/h (SEER/EER) (HSPF/COP) Quantity
in Years
(if applicable) leave blank if unknown leave blank if unknown
Total Demand Total Energy Total Incentive
Savings (kW) Savings (kWh)
Line Item Measure Name
Project ID Project Name Program ID Account External ID
Calculator
Measure External ID Retrofit ID Project Type Unit ID
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Equipment Type Equipment Description Location
New Equipment New Equipment Cooling Capacity Heating Capacity Measure
Manufacturer Model Number Btu/h Btu/h Quantity
Proposed Equipment Predominant Chiller Existing Cooling System replaced by
Louvered Sides
Heating Section Load Type new Ductless Mini-Split
Err:508
Err:508
Err:508
Err:508
Err:508
Err:508
Err:508
Err:508
Existing Heating System replaced by Base Full Load Cooling Base Full Load Cooling
new Ductless Mini -Split Efficiency SEER Efficiency EER
Base Full Load Cooling Program Minimum Full Load Program Minimum Full Load
Efficiency kW/ton Cooling Efficiency SEER Cooling Efficiency EER
Program Minimum Full Load New Full Load Cooling New Full Load Cooling
Cooling Efficiency kW/ton Efficiency SEER Efficiency EER
New Full Load Cooling Base Part Load Cooling Base Part Load Cooling Base Part Load Cooling
Efficiency kW/ton Efficiency SEER Efficiency IEER Efficiency kW/ton
Program Minimum Part Load Program Minimum Part Load Program Minimum Part Load
Cooling Efficiency SEER Cooling Efficiency IEER Cooling Efficiency kW/ton
New Part Load Cooling New Part Load Cooling New Part Load Cooling Base Heating
Efficiency SEER Efficiency EER Efficiency kW/ton Efficiency HSPF
Base Heating Program Minimum Program Minimum New Heating New Heating
Efficiency COP Heating Efficiency HSPF Heating Efficiency COP Efficiency HSPF Efficiency COP
Cooling Hours Heating Hours New Pump Coincidence Demand Savings Energy Savings
EFLHcool EFLHheat Hours Factor PJM Factor Factor
Base Pump Base Motor Base Motor New Motor New Motor Load New Motor
Motor HP Load Factor Efficiency HP Factor Efficiency
Existing Cooling Energy Savings Heating Energy Demand Savings kW
Equipment Age (kWh) Savings (kWh) (Deemed)
Demand Savings kW (As Compliance Demand Energy Savings kWh Energy Savings kWh (As
Found) Savings kW (Deemed) Found)
Compliance Energy Deemed Incentive Measure Life
Savings kWh (Yes or No)

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