Specifications include, but are not limited to:
The unique, site-specific nature of custom projects and the barriers they face means the C&I Custom
Program uses an individualized, customer-focused outreach strategy. Program outreach to new
customers typically starts with raising awareness of the program among the leadership of targeted
businesses and institutions and reaching out directly to facility or energy managers. After making
contact, the program staff offers free scoping audits and encourages customers with promising projects
to pursue Technical Assistance Studies.
Scoping Audits – The first contact with customer is often a scoping audit. The Trust offers free
walk-through scoping audits to customers that have an energy profile that would likely
support a custom project. The goal of these audits is not to offer a comprehensive report on
the energy-saving potential of any given facility, but to strike up a relationship with the
customer and identify a project to implement. The delivery team should ensure that the
customer is committed to supporting the audit by supplying historic energy data and stafftime to accompany the representative from the delivery team. The Trust expects the delivery
team to issue a report to the customer upon completion and to follow up with the customer in
an effort to prompt action.
Technical Assistance Incentives – Technical Assistance Studies (TAs) have been useful tools to
help customers complete the analysis required for a project incentive application through the
C&I Custom Program. The current incentive for TAs is 50% of the study cost up to $20,000.
While it is not required that customers complete a TA before receiving an incentive, it is a
useful tool for both the delivery team and any contractor. These studies are a concrete followup action to a scoping audit (where a project is identified but there is either not enough
information or capacity to commit funding). An expert of the customer’s choosing completes
the engineering review to a point where the Trust and the customer understand the costs and
savings of the project.