CONTRACTOR PORTAL
Learn How You Can Help Reduce Energy Consumption
The AEP Texas Contractor Portal provides information about residential and commercial AEP Texas programs, the eligibility and requirements, how to enroll, and possible incentives.
Incentives for Residential and Commercial Service Providers
Unlock new revenue opportunities with AEP Texas’s energy efficiency programs! We provide attractive incentives for participating contractors who install eligible energy-saving services and products in the homes of residential customers and businesses of commercial customers served by AEP Texas.
By joining our energy efficiency programs, you can boost your income while expanding your customer base and helping clients reduce their energy consumption. Partner with us today and make a positive impact on both your business and the environment!.
- AEP Texas offers incentives for the installation of qualified energy efficient equipment that achieves energy and demand savings.
- Incentive funds vary by program and are available on a first come, first served basis until fully reserved.
- All projects must qualify and be pre-approved before incentives are reserved. To view a comprehensive list of measures and their associated savings values, please refer to the Technical Reference Manual (TRM).
- To ensure funding is available to multiple participants, AEP Texas has set a maximum incentive limit for each program participant.
- Incentive caps may be adjusted to achieve energy efficiency goals at the discretion of AEP Texas.
- The Program Year begins January 1st and ends December 31st. However, program funding availability and project submittal deadlines vary by program.
RESIDENTIAL PROGRAMS
AEP Texas Residential Programs are for residential customers of the AEP Texas distribution company. The primary objective is to achieve a cost-effective reduction of energy consumption by the installation of energy efficiency measures or services such as insulation, LED light bulbs, and home weatherization.
CoolSaver A/C Tune-up Program
The CoolSaver Program focuses on improving the energy efficiency of the HVAC systems of residential customers by training participating contractors on industry best practices using the Program toolkit.
Service Provider Eligibility
- Sign Participating Contractor Agreements.
- Attend in-classroom, on-site, and in-field training as required.
- Attend follow-up training to ensure contractor proficiency as needed.
- Demonstrate proficiency in the skills required to be a contractor in the program and complete the required minimum activity levels.
- Full details on eligibility can be found in the CoolSaver A/C Tune-up Program Manual.
Resources
A/C Replacement Data Sheet (PDF download)
Contractor FAQs (PDF download)
Contractor Participation Agreement (PDF download)
CoolSaver A/C Tune Up Program Manual (PDF download)
Door hanger template (PDF download)
Technical Training Manual and Resources (PDF download)
Truck magnet template (PDF download)
Tune-up Data Sheet (PDF download)
Yard sign sample (PDF download)
Ready to Sign Up?
- Complete the CoolSaver Contractor agreement; scan and email to
contact in FAQ document. - Order a CoolSaver toolkit for each tune-up tech or team you plan to send to training.
- Use the FAQ document contact email to let us know you have ordered your toolkit and training materials will be sent to you for review.
- We will schedule training at your location after you have notified us that you received your toolkit and have completed review of your preliminary training materials.
- Submit your form for direct deposit of incentive payments and then submit a W-9 form.
Hard-to-Reach Standard Offer Program
AEP Texas contracts with Project Sponsors or service providers to deliver peak demand savings and/or annual energy savings by installing qualifying energy efficient measures at existing homes in the AEP Texas service area with household incomes at or below 200% of the federal poverty guidelines or who participates in an approved government program.
Service Provider Eligibility
- Review and understand the program manual and the applicable Technical Reference Manual (TRM) as it pertains to measures the Project Sponsor will install.
- Comply with all rules, requirements, and procedures of the program in order to receive incentive payments.
- Meet minimum eligibility criteria.
- Demonstrate financial, technical, and managerial qualifications as part of the application process.
- Full details on eligibility can be found in the Residential & Hard-to-Reach Standard Offer Programs Manual.
Resources
2025 AEP Texas Program Agreement Sample (PDF download)
2025 Field Data Collection Sheet – Alternate Duct Sealing (PDF download)
2025 Field Data Collection Sheet – Heat Pump Water Heater (PDF download)
AEP Texas Host Customer Agreement (PDF download)
AEP TX EE Flyer (PDF download)
All Bills Paid Affidavit (PDF download)
Apartment Complex Income Calculation Worksheet Template (XLS download)
Combo AEP Texas RSOP HTR SOP Program Manual (PDF download)
Consumer Education Material (PDF download)
Field Data Collection Sheet – Connected Thermostats (PDF download)
Field Data Collection Sheet – Insulation Only (PDF download)
Field Data Collection Sheet – Multiple Measures (PDF download)
Multifamily Eligibility Form (PDF download)
P3 Market Actor User Guide (PDF download)
P3 Registration & Enrollments Guide (PDF download)
R-Value Calculator (XLS download)
Single Family Eligibility Form (PDF download)
Texas Technical Reference Manual v 12.0 Residential Measures (PDF download)
Workshop Presentation (PDF download)
Ready to Sign Up?
- Visit aeptexas.p3.enertrek.com and Log In to Create an account.
- Complete User Profile and select Market Actor. Follow instructions to complete profile and upload required documents.
- Complete an enrollment application.
See Hard-to-Reach/Residential Standard Offer Program Sign Up Steps document.
Residential Standard Offer Program
AEP Texas contracts with Project Sponsors or service providers to deliver peak demand savings and/or annual energy savings by installing qualifying energy efficient measures at existing homes in the AEP Texas service area.
Service Provider Eligibility
- Review and understand the program manual and the applicable Technical Reference Manual (TRM) as it pertains to measures the Project Sponsor will install.
- Comply with all rules, requirements, and procedures of the program in order to receive incentive payments.
- Meet minimum eligibility criteria.
- Demonstrate financial, technical, and managerial qualifications as part of the application process.
- Full details on eligibility can be found in the Residential & Hard-to-Reach Standard Offer Programs Manual.
Resources
2025 AEP Texas Program Agreement Sample (PDF download)
2025 Field Data Collection Sheet – Alternate Duct Sealing (PDF download)
2025 Field Data Collection Sheet – Heat Pump Water Heater (PDF download)
AEP Texas Host Customer Agreement (PDF download)
AEP TX EE Flyer (PDF download)
All Bills Paid Affidavit (PDF download)
Combo AEP Texas RSOP HTR SOP Program Manual (PDF download)
Consumer Education Material (PDF download)
Field Data Collection Sheet – Connected Thermostats (PDF download)
Field Data Collection Sheet – Insulation Only (PDF download)
Field Data Collection Sheet – Multiple Measures (PDF download)
P3 Market Actor User Guide (PDF download)
P3 Registration & Enrollments Guide (PDF download)
R-Value Calculator (XLS download)
Texas Technical Reference Manual v 12.0 Residential Measures (PDF download)
Workshop Presentation (PDF download)
Ready to Sign Up?
- Visit aeptexas.p3.enertrek.com and Log In to Create an account.
- Complete User Profile and select Market Actor. Follow instructions to complete profile and upload required documents.
- Complete an enrollment application.
See Residential Standard Offer Program Sign Up Steps document.
SMART Source℠ Program
The SMART Source℠ Program offers financial incentives for the installation of eligible distributed solar energy generating equipment, by approved Market Actors/Project Sponsors, on the premises of customers served by AEP Texas.
Service Provider Eligibility
- Enroll as a Market Actor for program participation.
- Carry liability insurance as detailed in the Program Guidebook.
- Only licensed electrical contractors and electricians will offer, perform, and permit all electrical work.
- Review and understand the Program Guidebook and comply with all Program requirements and guidelines.
- Applicant is a licensed Texas Electrical Contractor or Master Electrician who employs at least one full-time regionally-based employee as detailed in the Program Guidebook.
- Full details on eligibility can be found in the Market Actor Enrollment Kickoff Presentation and Program Guidebook.
Resources
Market Actor Enrollment Kickoff Presentation (PDF download)
Project Application Process Training Presentation (PDF download)
2024 SMART SourceSM Program Guidebook (PDF download)
AEP Texas Cities and Counties Served List (XLS download)
Final Application Form Photos Submission Guide (PDF download)
AEP Texas Interconnection Information
Ready to Sign Up?
- Register on the P3 database at aeptexas.p3.enertrek.com.
- Create a new market actor profile, which may require uploading a W9 form, a current certificate of insurance, and/or other information.
- Complete an enrollment application for the program. The application will be reviewed, and the Project Sponsor will be notified via email of approval or denial.
- Once approved, sign and submit the Project Sponsor Agreement and other documentation.
Details on enrollment can be found in the Market Actor Enrollment Kickoff Presentation.
- AEP Texas offers incentives for the installation of qualified energy efficient equipment that achieves energy and demand savings.
- Incentive funds vary by program and are available on a first come, first served basis until fully reserved.
- All projects must qualify and be pre-approved before incentives are reserved. To view a comprehensive list of measures and their associated savings values, please refer to the Technical Reference Manual (TRM).
- To ensure funding is available to multiple participants, AEP Texas has set a maximum incentive limit for each program participant.
- Incentive caps may be adjusted to achieve energy efficiency goals at the discretion of AEP Texas.
- The Program Year begins January 1st and ends December 31st. However, program funding availability and project submittal deadlines vary by program.
COMMERCIAL PROGRAMS
AEP Texas Commercial Programs are for commercial customers of the AEP Texas distribution company. The primary objective is to help customers address energy costs through energy efficiency.
Commercial Standard Offer Program
The Commercial Standard Offer Program offers incentives for new construction and retrofit installation of measures that reduce demand and save energy for non-residential customers registered in the program, who work with approved Project Sponsors/Market Actors, to install eligible energy efficiency measures in non-residential facilities in the AEP Texas service territory.
Service Provider Eligibility
- Register on the P3 database at aeptexas.p3.enertrek.com .
- Submit an Enrollment Application, which may require a description of the Project Sponsor/Market Actor firm and a work plan.
- Demonstrate a commitment to fulfilling program objectives and competency in completing the proposed project.
- Full details on eligibility can be found in the Commercial Standard Offer Program Manual.
Resources
MANUALS
CSOP Market Actor User Guide (PDF download)
FORMS
CSOP Customer Acknowledgement (PDF download)
CSOP Market Actor and Cust Agreement (PDF download)
CALCULATORS
Cool Roof Calculator (XLS download)
Lighting Survey Form (XLS download)
Motor VSD Survey Form (XLS download)
Other Measures Calculator (XLS download)
Window Film Worksheet (XLS download)
Ready to Sign Up?
- Visit aeptexas.p3.enertrek.com and Log In to Create an account.
- Complete User Profile and select Market Actor. Follow instructions to complete profile and upload required documents.
- Complete an enrollment application.
See Commercial Standard Offer Program Sign Up Steps document.
CoolSaver℠ A/C Tune-up Program
The CoolSaver Program focuses on improving the energy efficiency of the HVAC systems of commercial customers by training participating contractors on industry best practices using the Program toolkit.
Service Provider Eligibility
- Sign Participating Contractor Agreements.
- Attend in-classroom, on-site, and in-field training as required.
- Attend follow-up training to ensure contractor proficiency as needed.
- Demonstrate proficiency in the skills required to be a contractor in the program and complete the required minimum activity levels.
- Full details on eligibility can be found in the CoolSaver A/C Tune-up Program Manual.
Resources
A/C Replacement Data Sheet (PDF download)
Contractor FAQs (PDF download)
Contractor Participation Agreement (PDF download)
CoolSaver A/C Tune Up Program Manual (PDF download)
Door hanger template (PDF download)
Technical Training Manual and Resources (PDF download)
Truck magnet template (PDF download)
Tune-up Data Sheet (PDF download)
Yard sign sample (PDF download)
Ready to Sign Up?
- Complete the CoolSaver Contractor agreement; scan and email to
contact in FAQ document. - Order a CoolSaver toolkit for each tune-up tech or team you plan to send to training.
- Use the FAQ document contact email to let us know you have ordered your toolkit and training materials will be sent to you for review.
- We will schedule training at your location after you have notified us that you received your toolkit and have completed review of your preliminary training materials.
- Submit your form for direct deposit of incentive payments and then submit a W-9 form.
Small Business Direct Install
The Small Business Direct Install Program is a market transformation program designed to equip participating contractors with the tools they need to succeed in generating revenue from projects in the small business market, and offer generous incentives needed to encourage small businesses to install energy efficient products such as high efficiency lighting and refrigeration measures.
Service Provider Eligibility
- Submit a completed Participating Contractor Agreement.
- Agree to fulfill the role of the participating contractor.
- Proof of Commercial General Liability Insurance.
- Maintain and provide proof of all electrical and/or contractor
licenses. - Eligible contractors must use the complementary Field Tool to submit projects for eligible lighting, refrigeration, and other direct install measures.
- Full details on eligibility can be found in the Small Business Direct Install Program Manual.
Resources
Contractor Tips and Tricks (PDF download)
Participating Contractor Agreement (PDF download)
Small Business Program Manual (PDF download)
Small Business Program Brochure (PDF download)
Ready to Sign Up?
- Complete the Small Business Participating Contractor Agreement.
- Conduct a comprehensive facility survey with the Field Tool, or appropriate calculator.
- Conduct facility surveys to identify energy efficiency projects that are eligible for incentives.
- Educate customers and provide technical assistance including identification of energy efficiency opportunities.
- Provide customers with Customer Proposals using the Field Tool, or appropriate calculator
- Obtain signed Customer Proposals and submit them to the Implementer
- Schedule and conduct installations
Details on participation can be found in the Small Business Direct Install Program Manual.
SMART Source℠ Program
The SMART Source℠ Solar PV Program offers financial incentives for the installation of eligible distributed solar energy generating equipment, by approved Market Actors/Project Sponsors, on the premises of customers served by AEP Texas.
Service Provider Eligibility
- Enroll as a Market Actor for program participation.
- Carry liability insurance as detailed in the Program Guidebook.
- Only licensed electrical contractors and electricians will offer, perform, and permit all electrical work.
- Review and understand the Program Guidebook and comply with all Program requirements and guidelines.
- Applicant is a licensed Texas Electrical Contractor or Master Electrician who employs at least one full-time regionally-based employee as detailed in the Program Guidebook.
- Full details on eligibility can be found in the Market Actor Enrollment Kickoff Presentation and Program Guidebook.
Resources
Market Actor Enrollment Kickoff Presentation (PDF download)
Project Application Process Training Presentation (PDF download)
2024 SMART SourceSM Program Guidebook (PDF download)
AEP Texas Cities and Counties Served List (XLS download)
Final Application Form Photos Submission Guide (PDF download)
AEP Texas Interconnection Information
Ready to Sign Up?
- Register on the P3 database at aeptexas.p3.enertrek.com.
- Create a new market actor profile, which may require uploading a W9 form, a current certificate of insurance, and/or other information.
- Complete an enrollment application for the program. The application will be reviewed, and the Project Sponsor will be notified via email of approval or denial.
- Once approved, sign and submit the Project Sponsor Agreement and other documentation.
Details on enrollment can be found in the Market Actor Enrollment Kickoff Presentation.
Benefits to contractors for participation could include:
- Extra Revenue Stream: By joining the program, approved contractors gain access to additional income opportunities through incentives offered by the program. This can supplement their existing revenue streams.
- Large Customer Base: Participating in an energy efficiency program exposes contractors to a vast customer base actively seeking energy saving solutions. This increases visibility and potential client pool, leading to more business opportunities and higher chances of securing projects.
- Help Customers Save Energy: Contractors can position themselves as champions of sustainability and environmental responsibility by offering energy efficiency solutions to customers. By helping customers reduce energy consumption, contractors not only contribute to environmental conservation but also save customers money on their utility bills, enhancing their reputation.
RESIDENTIAL PROGRAMS
AEP Texas Residential Programs are for residential customers of the AEP Texas distribution company. The primary objective is to achieve a cost-effective reduction of energy consumption by the installation of energy efficiency measures or services such as insulation, LED light bulbs, and home weatherization.
CoolSaver A/C Tune-up Program
The CoolSaver Program focuses on improving the energy efficiency of the HVAC systems of residential customers by training participating contractors on industry best practices using the Program toolkit.
Service Provider Eligibility
- Sign Participating Contractor Agreements.
- Attend in-classroom, on-site, and in-field training as required.
- Attend follow-up training to ensure contractor proficiency as needed.
- Demonstrate proficiency in the skills required to be a contractor in the program and complete the required minimum activity levels.
- Full details on eligibility can be found in the CoolSaver A/C Tune-up Program Manual.
Resources
A/C Replacement Data Sheet (PDF download)
Contractor FAQs (PDF download)
Contractor Participation Agreement (PDF download)
CoolSaver A/C Tune Up Program Manual (PDF download)
Door hanger template (PDF download)
Technical Training Manual and Resources (PDF download)
Truck magnet template (PDF download)
Tune-up Data Sheet (PDF download)
Yard sign sample (PDF download)
Ready to Sign Up?
- Complete the CoolSaver Contractor agreement; scan and email to
contact in FAQ document. - Order a CoolSaver toolkit for each tune-up tech or team you plan to send to training.
- Use the FAQ document contact email to let us know you have ordered your toolkit and training materials will be sent to you for review.
- We will schedule training at your location after you have notified us that you received your toolkit and have completed review of your preliminary training materials.
- Submit your form for direct deposit of incentive payments and then submit a W-9 form.
Hard-to-Reach Standard Offer Program
AEP Texas contracts with Project Sponsors or service providers to deliver peak demand savings and/or annual energy savings by installing qualifying energy efficient measures at existing homes in the AEP Texas service area with household incomes at or below 200% of the federal poverty guidelines or who participates in an approved government program.
Service Provider Eligibility
- Review and understand the program manual and the applicable Technical Reference Manual (TRM) as it pertains to measures the Project Sponsor will install.
- Comply with all rules, requirements, and procedures of the program in order to receive incentive payments.
- Meet minimum eligibility criteria.
- Demonstrate financial, technical, and managerial qualifications as part of the application process.
- Full details on eligibility can be found in the Residential & Hard-to-Reach Standard Offer Programs Manual.
Resources
2025 AEP Texas Program Agreement Sample (PDF download)
2025 Field Data Collection Sheet – Alternate Duct Sealing (PDF download)
2025 Field Data Collection Sheet – Heat Pump Water Heater (PDF download)
AEP Texas Host Customer Agreement (PDF download)
AEP TX EE Flyer (PDF download)
All Bills Paid Affidavit (PDF download)
Apartment Complex Income Calculation Worksheet Template (XLS download)
Combo AEP Texas RSOP HTR SOP Program Manual (PDF download)
Consumer Education Material (PDF download)
Field Data Collection Sheet – Connected Thermostats (PDF download)
Field Data Collection Sheet – Insulation Only (PDF download)
Field Data Collection Sheet – Multiple Measures (PDF download)
Multifamily Eligibility Form (PDF download)
P3 Market Actor User Guide (PDF download)
P3 Registration & Enrollments Guide (PDF download)
R-Value Calculator (XLS download)
Single Family Eligibility Form (PDF download)
Texas Technical Reference Manual v 12.0 Residential Measures (PDF download)
Workshop Presentation (PDF download)
Ready to Sign Up?
- Visit aeptexas.p3.enertrek.com and Log In to Create an account.
- Complete User Profile and select Market Actor. Follow instructions to complete profile and upload required documents.
- Complete an enrollment application.
See Hard-to-Reach/Residential Standard Offer Program Sign Up Steps document.
Residential Standard Offer Program
AEP Texas contracts with Project Sponsors or service providers to deliver peak demand savings and/or annual energy savings by installing qualifying energy efficient measures at existing homes in the AEP Texas service area.
Service Provider Eligibility
- Review and understand the program manual and the applicable Technical Reference Manual (TRM) as it pertains to measures the Project Sponsor will install.
- Comply with all rules, requirements, and procedures of the program in order to receive incentive payments.
- Meet minimum eligibility criteria.
- Demonstrate financial, technical, and managerial qualifications as part of the application process.
- Full details on eligibility can be found in the Residential & Hard-to-Reach Standard Offer Programs Manual.
Resources
2025 AEP Texas Program Agreement Sample (PDF download)
2025 Field Data Collection Sheet – Alternate Duct Sealing (PDF download)
2025 Field Data Collection Sheet – Heat Pump Water Heater (PDF download)
AEP Texas Host Customer Agreement (PDF download)
AEP TX EE Flyer (PDF download)
All Bills Paid Affidavit (PDF download)
Combo AEP Texas RSOP HTR SOP Program Manual (PDF download)
Consumer Education Material (PDF download)
Field Data Collection Sheet – Connected Thermostats (PDF download)
Field Data Collection Sheet – Insulation Only (PDF download)
Field Data Collection Sheet – Multiple Measures (PDF download)
P3 Market Actor User Guide (PDF download)
P3 Registration & Enrollments Guide (PDF download)
R-Value Calculator (XLS download)
Texas Technical Reference Manual v 12.0 Residential Measures (PDF download)
Workshop Presentation (PDF download)
Ready to Sign Up?
- Visit aeptexas.p3.enertrek.com and Log In to Create an account.
- Complete User Profile and select Market Actor. Follow instructions to complete profile and upload required documents.
- Complete an enrollment application.
See Residential Standard Offer Program Sign Up Steps document.
SMART Source℠ Program
The SMART Source℠ Program offers financial incentives for the installation of eligible distributed solar energy generating equipment, by approved Market Actors/Project Sponsors, on the premises of customers served by AEP Texas.
Service Provider Eligibility
- Enroll as a Market Actor for program participation.
- Carry liability insurance as detailed in the Program Guidebook.
- Only licensed electrical contractors and electricians will offer, perform, and permit all electrical work.
- Review and understand the Program Guidebook and comply with all Program requirements and guidelines.
- Applicant is a licensed Texas Electrical Contractor or Master Electrician who employs at least one full-time regionally-based employee as detailed in the Program Guidebook.
- Full details on eligibility can be found in the Market Actor Enrollment Kickoff Presentation and Program Guidebook.
Resources
Market Actor Enrollment Kickoff Presentation (PDF download)
Project Application Process Training Presentation (PDF download)
2024 SMART SourceSM Program Guidebook (PDF download)
AEP Texas Cities and Counties Served List (XLS download)
Final Application Form Photos Submission Guide (PDF download)
AEP Texas Interconnection Information
Ready to Sign Up?
- Register on the P3 database at aeptexas.p3.enertrek.com.
- Create a new market actor profile, which may require uploading a W9 form, a current certificate of insurance, and/or other information.
- Complete an enrollment application for the program. The application will be reviewed, and the Project Sponsor will be notified via email of approval or denial.
- Once approved, sign and submit the Project Sponsor Agreement and other documentation.
Details on enrollment can be found in the Market Actor Enrollment Kickoff Presentation.
COMMERCIAL PROGRAMS
AEP Texas Commercial Programs are for commercial customers of the AEP Texas distribution company. The primary objective is to help customers address energy costs through energy efficiency.
Commercial Standard Offer Program
The Commercial Standard Offer Program offers incentives for new construction and retrofit installation of measures that reduce demand and save energy for non-residential customers registered in the program, who work with approved Project Sponsors/Market Actors, to install eligible energy efficiency measures in non-residential facilities in the AEP Texas service territory.
Service Provider Eligibility
- Register on the P3 database at aeptexas.p3.enertrek.com .
- Submit an Enrollment Application, which may require a description of the Project Sponsor/Market Actor firm and a work plan.
- Demonstrate a commitment to fulfilling program objectives and competency in completing the proposed project.
- Full details on eligibility can be found in the Commercial Standard Offer Program Manual.
Resources
MANUALS
CSOP Market Actor User Guide (PDF download)
FORMS
CSOP Customer Acknowledgement (PDF download)
CSOP Market Actor and Cust Agreement (PDF download)
CALCULATORS
Cool Roof Calculator (XLS download)
Lighting Survey Form (XLS download)
Motor VSD Survey Form (XLS download)
Other Measures Calculator (XLS download)
Window Film Worksheet (XLS download)
Ready to Sign Up?
- Visit aeptexas.p3.enertrek.com and Log In to Create an account.
- Complete User Profile and select Market Actor. Follow instructions to complete profile and upload required documents.
- Complete an enrollment application.
See Commercial Standard Offer Program Sign Up Steps document.
CoolSaver℠ A/C Tune-up Program
The CoolSaver Program focuses on improving the energy efficiency of the HVAC systems of commercial customers by training participating contractors on industry best practices using the Program toolkit.
Service Provider Eligibility
- Sign Participating Contractor Agreements.
- Attend in-classroom, on-site, and in-field training as required.
- Attend follow-up training to ensure contractor proficiency as needed.
- Demonstrate proficiency in the skills required to be a contractor in the program and complete the required minimum activity levels.
- Full details on eligibility can be found in the CoolSaver A/C Tune-up Program Manual.
Resources
A/C Replacement Data Sheet (PDF download)
Contractor FAQs (PDF download)
Contractor Participation Agreement (PDF download)
CoolSaver A/C Tune Up Program Manual (PDF download)
Door hanger template (PDF download)
Technical Training Manual and Resources (PDF download)
Truck magnet template (PDF download)
Tune-up Data Sheet (PDF download)
Yard sign sample (PDF download)
Ready to Sign Up?
- Complete the CoolSaver Contractor agreement; scan and email to
contact in FAQ document. - Order a CoolSaver toolkit for each tune-up tech or team you plan to send to training.
- Use the FAQ document contact email to let us know you have ordered your toolkit and training materials will be sent to you for review.
- We will schedule training at your location after you have notified us that you received your toolkit and have completed review of your preliminary training materials.
- Submit your form for direct deposit of incentive payments and then submit a W-9 form.
Small Business Direct Install
The Small Business Direct Install Program is a market transformation program designed to equip participating contractors with the tools they need to succeed in generating revenue from projects in the small business market, and offer generous incentives needed to encourage small businesses to install energy efficient products such as high efficiency lighting and refrigeration measures.
Service Provider Eligibility
- Submit a completed Participating Contractor Agreement.
- Agree to fulfill the role of the participating contractor.
- Proof of Commercial General Liability Insurance.
- Maintain and provide proof of all electrical and/or contractor
licenses. - Eligible contractors must use the complementary Field Tool to submit projects for eligible lighting, refrigeration, and other direct install measures.
- Full details on eligibility can be found in the Small Business Direct Install Program Manual.
Resources
Contractor Tips and Tricks (PDF download)
Participating Contractor Agreement (PDF download)
Small Business Program Manual (PDF download)
Small Business Program Brochure (PDF download)
Ready to Sign Up?
- Complete the Small Business Participating Contractor Agreement.
- Conduct a comprehensive facility survey with the Field Tool, or appropriate calculator.
- Conduct facility surveys to identify energy efficiency projects that are eligible for incentives.
- Educate customers and provide technical assistance including identification of energy efficiency opportunities.
- Provide customers with Customer Proposals using the Field Tool, or appropriate calculator
- Obtain signed Customer Proposals and submit them to the Implementer
- Schedule and conduct installations
Details on participation can be found in the Small Business Direct Install Program Manual.
SMART Source℠ Solar PV Program
The SMART Source℠ Solar PV Program offers financial incentives for the installation of eligible distributed solar energy generating equipment, by approved Market Actors/Project Sponsors, on the premises of customers served by AEP Texas.
Service Provider Eligibility
- Enroll as a Market Actor for program participation.
- Carry liability insurance as detailed in the Solar PV Program Guidebook.
- Only licensed electrical contractors and electricians will offer, perform, and permit all electrical work.
- Review and understand the Program Guidebook and comply with all Program requirements and guidelines.
- Applicant is a licensed Texas Electrical Contractor or Master Electrician who employs at least one full-time regionally-based employee as detailed in the Program Guidebook.
- Full details on eligibility can be found in the Market Actor Enrollment Kickoff Presentation and Program Guidebook.
Resources
Market Actor Enrollment Kickoff Presentation (PDF download)
Project Application Process Training Presentation (PDF download)
2024 SMART SourceSM Solar PV Program Guidebook (PDF download)
AEP Texas Cities and Counties Served List (XLS download)
Final Application Form Photos Submission Guide (PDF download)
AEP Texas Interconnection Information
Ready to Sign Up?
- Register on the P3 database at aeptexas.p3.enertrek.com.
- Create a new market actor profile, which may require uploading a W9 form, a current certificate of insurance, and/or other information.
- Complete an enrollment application for the program. The application will be reviewed, and the Project Sponsor will be notified via email of approval or denial.
- Once approved, sign and submit the Project Sponsor Agreement and other documentation.
Details on enrollment can be found in the Market Actor Enrollment Kickoff Presentation.
