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ICP Technical Forum Discussion Recap: ICP Credentialing, October 28, 2014

10/28/2014

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The ICP team held its first technical forum discussion regarding ICP credentialing on October 28th, 2014 at 1 pm EST. The ICP Credential System combines the use of accepted standards along with authenticated providers and third party verification to create Investor Ready Energy Efficiency™ (IREE) projects providing investors and building owners with a new level of confidence in project performance and investment returns.

The call introduced the current system being developed, which is comprised of four provider credentials (Project Developer, Software Provider, Project Specialist, and Quality Assurance Provider), and the Investor Ready Energy Efficiency™ project designation. This was followed by a discussion of the current requirements, and whether these should be revised as part of this development process.

The presentation and discussion can be viewed in its entirety here: ICP Technical Forum Recap: ICP Credentialing. The following are highlights from the discussion:

  • Project Specialist
    • Currently the credential requires an AEE CEM, AEE CEA, or ASHRAE BEAP, and three years of relevant experience. Should the credential allow other certifications?
    • The BPI’s Multifamily credential was one suggestion. However, this credential focuses on projects with simpler system types (typically seen in low-rise multifamily). This certification is probably not appropriate at this point, but might be considered in the future if the ICP credentials become more categorized.
    • General consensus is that a Project Specialist can approve a project under $250k, for projects applying the Targeted Commercial/Multifamily protocols. And that a PE should not be required.
    • However, we should consider adding verbiage to the description of Project Specialist, to point out that a PE will be required for these types of projects if construction documents need to be developed and stamped.

  • Project Developer
    • General consensus is that current requirements are acceptable.
    • Requirement of a PE license for this credential is appropriate, since it carries with it a level of liability, as well as appropriate insurance levels not required by other professional certifications.
    • Potential insurance requirements still need to be determined. This credential will most likely require Errors and Omissions with a coverage limit of $1M.

Thanks to everyone who attended for you participation and your insights. If you would like to add to the discussion, you can contact me directly, or visit our poll covering some of the questions currently under discussion regarding the Project Specialist Certification.

Our next Technical Forum will be held on November 25th, 2015 at 1 PM EST.

Tracy Phillips
ICP Technical Lead
[email protected]

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Project Developer  vs. Project Specialist: Credential Requirements

10/27/2014

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The ICP team is currently in the process of developing a number of provider credentials including the Project Developer and Project Specialist credential. The Project Developer credential will require a Professional Engineering license.  The Project Specialist credential is intended to allow energy efficiency project developers who do not have a PE on staff to develop  “smaller” or “entry-level” energy efficiency projects (defined as projects with an investment cost of typically $250k or less) using the ICP process.

In addition to requiring a Project Developer training session for this credential, we are  currently discussing the following requirements:


  • In place of a PE license, the Project Specialist credential allows for an AEE Certified Energy Auditor (CEA), AEE Certified Energy Manager (CEM) or ASHRAE Building Energy Assessment Professional (BEAP) to sign off on the project.
  • Question: Are there other certifications that should be permitted?

  • In lieu of these certifications, the Project Specialist can demonstrate a certain number of years of experience (evidenced through a CV with associated references).
  • Question: Should we require three years or five years of experience, or something else? If we require five years of experience, should we consider allowing them to sign off on projects up to $500k?

These projects will involve a single measure (such as a lighting or boiler retrofit for example), or a handful of measures, and will fall under the Targeted or Standard Protocols (so they will require a breadth of knowledge regarding baselining, savings calculations, implementation costs, operational performance verification, OM&M, and M&V).  

I am looking for input, so please share with me your thoughts on these two items. You can do so through this poll: Project Specialist Requirements; or contact me directly to discuss. Thanks for your input!

Sincerely,
Tracy Phillips ([email protected])
ICP technical Lead

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ICP Multifamily Roundtable Discussion - Recap and Recording

10/8/2014

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The Investor Confidence Project (ICP) team held a roundtable discussion regarding multifamily energy efficiency projects on October 6th. Panelists included David Hepinstall, Executive Director at the Association of Energy Affordability (AEA), Christopher Diamond, Director of Engineering and Technical Analysis at the New York City Energy Efficiency Corporation (NYCEEC), and Agostino Dell’Oso, Manager of Engineering Services at Celtic Energy.

The hour and a half discussion presented a general overview of the ICP protocols, and some of the key differences between multifamily  and other commercial energy efficiency projects. The panelists discussed:
  • Challenges facing multifamily projects, including how to address split incentives and tenant privacy laws
  • What  PACE is, and how it works for multifamily
  • The importance of tenant and facility manager buy-in, and how to affect it to improve results
  • Successful and unsuccessful multifamily projects, and why these succeeded or failed
  • How ICP protocols can be integrated into multifamily projects, to bridge the gap between project development and financing, and help get more projects green-lighted.
The ICP team would like to thank our panelists for this terrific discussion, as well as those that attended the roundtable. If you missed the webinar, and would like to listen to it in its entirety and view the presentation, you can access it here.

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    Curated by:

    Tracy Phillips
    ICP Technical Lead


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