Tiered Incentive Program
Bonus Incentive Worksheet
National Grid offers a Tiered Incentive
Program for Large Commercial and Industrial
(C&I) customers in our Upstate New York
(UNY) electric and gas service territories. By
participating in this program, C&I customers
can earn bonus incentives, money on top of
traditional incentives, making projects even
more financially attractive. We encourage
our customers to include energy efficiency
as part of their annual capital and project
planning process. The more energy efficiency
projects you do, the more you can save.
Tier I
Complete 3 projects
Receive a 15% bonus incentive
Tier II
Complete 4 projects
Receive a 20% bonus incentive
Tier III
Complete 5 projects
Receive a 25% bonus incentive
Upstate New York
How it Works
Complete a defined number of energy efficiency
projects over a two-year period and get a bonus
incentive of 15%, 20% or 25% on top of the
traditional C&I program incentives. Customers benefit
by optimizing equipment or building performance, in
addition to achieving significant energy benefits and
additional financial incentives. The Tiered Incentive
Program promotes comprehensive energy efficiency
solutions by focusing on a long-term, more holistic
view of energy usage.
Bonus Incentive Tiers
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Program Details
Bonuses for the program apply to projects installed at a
single facility. The National Grid account number must be
the same for all projects. For campus settings with one
account serving multiple buildings, eligibility is determined
on a per building basis. Projects that do not meet these
criteria may not be eligible for a bonus incentive.
National Grid will review the Bonus Incentive worksheet
and issue an Acknowledgement Letter. Customers will
have two years from the date construction begins on
their first project to complete remaining projects and be
eligible to receive the bonus incentive tier payment.
All projects must follow the standard National Grid
application, review, approval and processing requirements.
Complete the attached National Grid Bonus
Incentive worksheet.
All projects must be completed within the two-year
period, and the bonus incentive payment will only
be issued after all qualified projects have been
completed and the standard incentive paid on each.
Please note the conditions below and limits on “other”
qualifying types of projects. Gas, demand response (DR),
electric vehicle charging (EV), POS Kitchen equipment can
only be used as qualifying projects and will not be included
in the bonus incentive calculation.
The bonus incentive payment is calculated by multiplying
the sum of each qualifying project's final standard incentive
payment by the respective Bonus Tier percentage (15%,
20% or 25%) as defined on the enrollment form and will
be issued as a separate incentive payment within 45 days
of the last standard incentive paid.
The value of the bonus incentive payment will be
determined on a per project basis and will be calculated
as the lesser of the standard project incentive multiplied
by the Bonus Incentive Tier percentage or $30,000 for
each project.
Bonus Incentive Worksheet
Conditions of Enrollment
A project that can be considered eligible* as
part of a bonus incentive tier will only include
new qualifying projects logged into the energy
efficiency system (InDemand) with a committed
date on or after January 1, 2019.
If a customer is in National Grids electric but
not gas service territory, projects completed
through another utility or NYSERDA may qualify
as an eligible project for the additional bonus
incentive tiers. However no additional incentive
will be paid on those projects.
This program cannot be combined with other
National Grid program offers or bonuses and
is designed for use with UNY C&I Electric
Program Retrofit measures.
All electric projects must be completed
through National Grid to be eligible for the
Tiered Incentive Program and payment of a
bonus incentive.
Projects that have both electric and gas
savings measures (dual-fuel) will only qualify as
an electric project for eligibility and payment of
a bonus incentive.
Projects in the Small Business Services
Program, Multifamily Program, and Direct
Install Program are not eligible for the bonus
incentives, or as a qualifying tier project.
National Grid reserves all rights to determine
eligible projects, measures and savings
opportunities as detailed annually by the Tiered
Incentive Program conditions.
National Grid reserves the right to suspend this
program at any time and standard terms and
conditions apply.
Enrollment Instructions
Customers must work with their National Grid
representative to identify projects that will be
completed during the term of the program.
Discuss the Bonus Incentive Worksheet with
your National Grid Representative and submit
for pre-approval.
Identify three, four or five projects in any of the
Categories below. (Note restrictions listed)
This worksheet is considered an “enrollment
application” and must be received prior to
completion of the first project Follow the
standard C&I incentive application process
for each project.
Receive bonus incentive in separate payment
upon completion of all qualifying projects
subject to Bonus Incentive cap of $30,000
per project.
Call 1-855-236-7052 or email energysavings@nationalgrid.com to get started with our Tiered Incentive program.
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*Eligibility is subject to change on an annual basis.
Bonus Incentive Worksheet
Category A – Eligible Prescriptive Measures Selected Projects Estimated Incentive
Prescriptive Lighting and/or Lighting Controls
Only ONE lighting project (prescriptive or custom) is allowed per
tiered incentive grouping
All lighting equipment must meet program requirements
Energy Management Systems (EMS)
Hotel Occupancy Sensors
Must control PTAC or stack units with AC and electric resistance
heat, heat pumps or gas heat
Compressed Air (must choose two from the list below)
q High Efficiency Air Compressors
(Load/No Load/Variable Speed/Variable Displacement)
q Storage
q Refrigerant Dryers
q Zero Loss Condensate Drains
q Engineered Air Nozzles
Estimated Prescriptive Bonus Incentive Subtotal
Category B – Eligible Custom Express Measures
*Must meet eligibility requirements from custom express worksheet
Selected Projects Estimated Incentive
Variable Frequency Motors and Drives*
Retrofits on Constant Speed Systems
Refrigeration*
q Refrigeration Infiltration Reduction
(Strip Curtains and Night Covers)
q Refrigeration Motors and Controls (ECMs)
q Refrigerated Case Measures
q Refrigerated Cases Anti-Sweat Heater Controls
q Refrigeration Controls
Estimated Custom Express Bonus Incentive Subtotal
Category C – Custom Measure Options
1
(Separate from Prescriptive and/or Custom Express measures above)
Only ONE lighting project (prescriptive or custom) is allowed per tiered incentive grouping
1
The Tiered Bonus Incentive is capped at $30,000 for each project.
Selected Projects Estimated Incentive
LED Lighting Systems
Lighting Control Systems
Compressed Air Systems
Refrigeration
Motor Driven Systems
Process
Other (specify) ___________________________________
Estimated Custom Bonus Incentive Subtotal
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$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 0.00
$ 20.00
$ 30.00
$ 40.00
$ 50.00
$ 1,010.00
$ 500.00
$ 1,650.00
Bonus Incentive Worksheet
Sample Bonus Incentive Calculation
Selected Projects Application
Number
Estimated
Start Date
Estimated
Completion Date
Standard Incentive
Amounts
Advanced Lighting Systems 123456 5/1/2018 12/1/2018 $15,296.00
Energy Management
Systems (EMS)
234567 9/1/2018 6/15/2019 $800.00
Eligible Gas Measure 00001 6/1/2018 2/20/2019 Qualifying Only
Choose an item. n/a
Subtotal $16,096.00
Tiered Incentive Percent Applied* (15% 20% or 25%) 15%
Total Eligible Tiered Bonus Incentive Value $2,414.40
Bonus Incentive Table
Selected Projects Application
Number
Estimated
Start Date
Estimated
Completion Date
Standard Incentive
Amounts
Subtotal
Tiered Incentive Percent Applied* (15% 20% or 25%)
Total Eligible Tiered Bonus Incentive Value
Bonus Incentive Example:
Category D – Other Qualifying Projects
(These measures can count toward the total number of qualifying projects however they are not eligible for additional incentive in the Tiered Bonus Calculation)
Gas Measure – One gas measure eligible per tiered incentive grouping and project must be completed in
same 2-year time frame of other tiered incentive projects.
Demand Response – NEW enrollment in National Grid’s Demand Response (DR) program may also be
considered as a qualifying project.
Electric Vehicle Program – National Grid’s Electric Vehicle (EV) charging program may also be
considered as a qualifying project.
Point of Service Kitchen Equipment*(must choose 2 from the lists below)
*Please contact the Program Implementer for eligible equipment: Energy Solutions, 617-440-5466
Gas
q Gas Combination Oven
q Gas Convection Oven
q Gas Conveyor Oven
q Gas Fryer
q Gas Griddle
q Gas Rack Oven
q Gas Steamer
Electric
q Electric Combination Oven
q Electric Convection Oven
q Electric Fryer
q Electric Griddle
q Electric Steamer
q Electric Glass & Solid Door Freezer
q Electric Glass & Solid Door Refrigerator
q Electric Hot Food Holding Cabinet
q Electric Ice Machine
q Electric Low or High Temperature Dishwasher
Total Other Qualifying Projects
4 Standard incentive amounts will be calculated and paid at the end of each completed project.
4 Total eligible tiered bonus incentive will be calculated and paid after all qualifying projects are completed or at the end of the two-year period, whichever comes first.
*Tiered incentive percent applied corresponds to number of projects completed; 3, 4 or 5
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15.00
50.00
50.00
0.00
0.00
0.00
100.00
15%
Choose Measure
Choose Measure
Choose Measure
Choose Measure
Choose Measure
Bonus Incentive Worksheet
EE7198 (2/19) UNY Tiered Bonus Incentive Program
Application Information
Bonus Worksheet#
CUSTOMER/ACCOUNT HOLDER INFORMATION (Customer must submit a W-9 Form)
Customer Facility Name Contact Person Application Date
Phone Fax Customer Federal Tax ID Number
Install Site Email Address Square Feet (Covered by this application)
Street Address City State Zip
Mailing Address (If different) City State Zip
Company Type
q Incorporated q Exempt q Not Incorporated
Classification Type
≥2MW q (Large) <2MW q (Mid-size) q Industrial q Commercial
*≥2MW Large Commercial use the <2MW Classification
Customer of Record: Billing Account Number (Required)
Building Type (Select one)
INCENTIVE PAYMENT
q Customer Address Above q Installation Contractor / Equipment Vendor/ Project Expediter q Other (Fill out below)
Business Name Contact Person
Street Address City State Zip
Phone Email Address
Company Type Federal Tax ID Number (Required if receiving incentive)
INSTALLATION CONTRACTOR/PROJECT EXPEDITER INFORMATION
Installation Company Project Expediter Contact Person
Street Address City State Zip
Phone Email Address
Company Type Federal Tax ID Number (Required if receiving incentive)
CUSTOMER ACCEPTANCE OF TERMS
q I certify that all statements made in this application are correct to the best of my knowledge and that I have read and agree to the terms and conditions
of National Grid's Retrot Program.
By (Authorized Signature) Printed Name Title Company Date
q Assembly q Fast Food q Hospital q Multifamily High-rise q Single Family Residence
q Auto Repair q Food & Beverage q Hotel q Multifamily Low-rise q Small Office
q Big Box q Full Service Restaurant q Large Office q Refrigerated Warehouse q Small Retail
q Community College q Grocery q Large Retail q Pharmaceutical q University
q College Dormitory q Heavy Industrial q Light Industrial q Primary Metals q Warehouse
q Elementary School q High School q Motel q Religious q Other____________________
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click to sign
signature
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