Commercial Standard Offer Program (CSOP)

AEP Texas Commercial Standard Offer Program (CSOP) Application Process

“Project Sponsor (PS) Signature & Upload Required in 2014”

Project Sponsor (PS) is responsible for steps 1, 2, 4, 7, 8, 9 and 12 AEP Texas (AEP) will complete steps 3, 5, 6, 10, 11 and 13

1. PS Reviews CSOP Manual at www.AEPefficiency.com.

2. PS Submits Initial Application [IA] (on-line) and uploads other required documents.

 Upload the following: o Project Sponsor and Customer Agreement (for 3rd party PS Applications) . Prior to beginning measure installation (Sect. 4.1 SOP Manual) o Most current version of survey form(s) for each applicable measure (lighting, ACE Tool, Motor, etc.) o Signed CSOP Application Process Document (this document) o Plans (blue prints) for new construction 3. AEP Approves the IA provided the PS completes steps 1-2.

4. PS Submits Final Application [FA] (on-line) within 15 business days of IA approval. Documents below are required with FA submittal if not already submitted with IA.

 Upload the following: o Pictures of existing measures o Survey forms not previously uploaded or that have been modified o M&V Plan (if applicable) 5. AEP Conducts pre-measure installation inspection provided PS completes step 4.

6. AEP Approves FA after all documentation has been reviewed and pre-measure installation inspection has been conducted. Application Process cont. 7. PS Accepts, saves, signs and uploads CSOP Agreement within 15 business days of the FA approval.

8. PS Installs the new energy efficiency measure(s) within 6 months of the Effective Date of the Agreement (Sect. 5.2).

9. PS Submits the Installation Report [IR] (on-line) and uploads other required documents.

 Within 15 business days from measure installation (Sect. 5.3)  Within 6 months of the Effective Date of the Agreement (Sect. 5.2)  No later than Dec. 1, 2014 (Sect. 5.2)  Upload the following: o Customer Acknowledgement Form uploaded within 15 business days of measure installation (Sect. 4.3) o PS’s W-9 o Manufacturing spec sheets for applicable measure(s) o Invoice for measures installed 10. AEP Conducts post-measure installation inspection.

11. AEP Approves the Installation Report [IR] and pays the incentive for deemed savings measures.

12. PS Submits the Savings Report [SR] (on-line) – if applicable for M&V Projects.

 Within 18 months of the Effective Date of the Agreement (Sect. 5.2)

 Within 30 business days of the conclusion of the Performance Period (Sect. 5.5)

13. AEP Approves the SR and pays the incentive for measure savings associated with measurement and verification activities.

Notes:  When an AEP Texas Administrator re-opens a step (IA, FA, IR or SR) in the Application Process, the PS will have 15 business days to correct the deficiency and re-submit the Application or risk Application being terminated.  Dates and timelines must be met or the Application will be terminated. The PS will be able to re-submit the project; however, the PS will have to re-enter the project by starting a new Application. Application Process cont. Customer Name:______Project ID #:______

Project Sponsor Signature:______Date:______