Program Lifecycle Diagrams
Interactive sequence diagrams covering all 5 phases of the CEIP program across 6 stakeholder swimlanes, adapted for all property types.
Property Type Context
Select a property type to see how fees, thresholds, and approval paths vary across each phase.
Complete Program Flow
End-to-end sequence showing all stakeholder interactions across the full CEIP lifecycle. Applies to all property types with property-specific branching at key decision points.
sequenceDiagram
participant PO as Owners
participant GoA as Gov AB
participant MUN as Municipality
participant QC as Contractors
participant DRC as DRC
rect rgb(241, 245, 249)
Note over GoA,DRC: PHASE 1 — Designation
GoA->>DRC: 1. Designate as Admin
DRC->>MUN: 2. Eligible improvements list
MUN->>PO: 3. Pass Clean Energy Bylaw
end
rect rgb(240, 255, 244)
Note over PO,DRC: PHASE 2 — Application
PO->>DRC: 4. Apply for improvements
QC->>DRC: 4a. Register + qualify
Note over DRC: 4b. Review + verify
DRC->>PO: 4c. Proposed agreement
PO->>DRC: 4d. Signed agreement
DRC->>MUN: 4e. Submit agreement
end
rect rgb(235, 248, 255)
Note over PO,DRC: PHASE 3 — Loan Approval
Note over DRC: 5a. Compare financing
DRC->>PO: 5b. Loan agreement
PO->>DRC: 5c. Signed loan
DRC->>MUN: 5d. Register savings + costs
MUN->>QC: 5e. Authorize work
DRC->>GoA: 5f. SPIN2 registration
end
rect rgb(255, 255, 240)
Note over PO,DRC: PHASE 4 — Installation
QC->>PO: 6. Install + warranty
Note over DRC: 7. Monitor progress
DRC->>MUN: 8. Register completion
MUN->>QC: 9a. Pay contractor
QC->>DRC: 9b. Regulated costs
end
rect rgb(250, 245, 255)
Note over PO,DRC: PHASE 5 — Monitoring
PO->>MUN: 10. Property tax repayment
Note over DRC: 11. Performance reporting
DRC->>MUN: 11a. Municipal reports
DRC->>GoA: 11b. Program report + SPIN2
end
Administrator Designation & Municipal Bylaw
The foundation phase establishes DRC as Program Administrator and works with municipalities to develop CEIP bylaws, eligible improvements lists, and program guidelines for all property types.
sequenceDiagram
participant PO as Owners
participant QC as Contractors
participant DRC as DRC
participant MUN as Municipality
participant CF as Capital
participant GoA as Gov AB
GoA->>DRC: Designate as Program Admin
GoA->>DRC: Collaborate on program
Note right of DRC: Develop program, publish policies + improvements list
DRC->>MUN: Program requirements
DRC->>MUN: Eligible improvements list
CF->>MUN: Financing structure
MUN->>MUN: Pass CEIP Bylaw
DRC->>PO: App guide online
DRC->>QC: Registration portal online
Note right of MUN: Bylaw triggers Phase 2
Phase 1 Outputs & Artifacts
- Maintained application guide available online (per property type)
- Published & maintained eligible improvements list (categorized by property type)
- Municipality-specific CEIP program documentation
- Qualified contractor registration portal live
- All governance policies published (PADM, MORPT, BOD, EIMP, QCTRS, FINMGT, IRE)
Application Process
Property owners apply for CEIP improvements while contractors register and qualify. DRC reviews applications, verifies eligibility, and manages the agreement process including the 10-day cure period.
sequenceDiagram
participant PO as Owners
participant QC as Contractors
participant DRC as DRC
participant MUN as Municipality
participant CF as Capital
participant GoA as Gov AB
QC->>DRC: Register + credentials
DRC->>QC: Confirm registration
PO->>QC: Commission ASHRAE L3 audit
QC->>PO: Audit report + quote
PO->>DRC: Submit application
DRC->>PO: Application number
DRC->>GoA: SPIN2 title search
Note right of DRC: Review: ownership, tax, insurance, improvements
alt Approved
DRC->>PO: Costs + payment schedule
PO->>DRC: Sign agreement
Note right of DRC: 10-day cure period
DRC->>MUN: Submit agreement
MUN->>DRC: Confirm receipt
Note right of MUN: Triggers Phase 3
else Not Approved
DRC->>PO: Rejection + guidance
else Rejected by Owner
PO->>DRC: Decline agreement
end
Phase 2 Key Decision Points
- Contractor Qualification: Must hold APEGA or AAA license, $5M liability, $2M E&O, current WCB, completed 3hr training
- Application Review: Ownership verification, tax good standing (5 years), insurance confirmation, eligible improvement validation
- Agreement Cure Period: 10 business days — configurable per municipality agreement
- Property Ineligibility: Existing CEI agreement unpaid, foreclosure, development compliance issues, ongoing litigation
CEIP-Loan Approval Process
DRC facilitates the loan approval by comparing financing options, drafting the formal CEIP-Loan agreement, and registering everything on SPIN2. The municipality and capital financiers are brought into alignment.
sequenceDiagram
participant PO as Owners
participant QC as Contractors
participant DRC as DRC
participant MUN as Municipality
participant CF as Capital
participant GoA as Gov AB
DRC->>PO: Application approved
DRC->>QC: Application approved
CF->>DRC: Provide financing terms
Note right of DRC: Compare options
alt Approved
DRC->>PO: Loan agreement for signing
PO->>DRC: Signed CEIP-Loan
DRC->>MUN: Registered CEIP Loan
DRC->>GoA: SPIN2 registration on title
Note right of DRC: Triggers Phase 4
else Rejected
DRC->>CF: Request revised terms
end
Phase 3 Financial Formula
Annual Payment Calculation (Reg 10.1.c):
Annual Payment = (A + B + C) / D
- A = Capital cost of the clean energy improvement
- B = Total cost of professional services
- C = Total incidental costs (max 15% of total capital)
- D = Probable lifetime in years of the improvement
Multiple improvements per agreement are calculated individually and proportionally based on their probable lifetime and cost contribution.
Eligible Improvement Installation
The authorized improvements are installed by qualified contractors under professional oversight. DRC tracks progress, validates completion, registers the project, and establishes the performance monitoring plan.
sequenceDiagram
participant PO as Owners
participant QC as Contractors
participant DRC as DRC
participant MUN as Municipality
participant CF as Capital
participant GoA as Gov AB
DRC->>PO: Authorize installation
DRC->>QC: Authorize + project scope
QC->>MUN: Deposit request
MUN->>QC: Deposit payment
QC->>QC: Perform scope of work
DRC->>PO: Progress updates
QC->>DRC: Proof of completion
Note right of DRC: Verify completion
MUN->>QC: Balance payment
Note right of DRC: Register completion + monitoring plan
DRC->>CF: Monitoring notice
DRC->>GoA: SPIN2 completion registration
DRC->>PO: Completion accepted
Note right of DRC: Triggers Phase 5
Phase 4 Payment Structure
- Deposit Payment: Issued by municipality to contractor upon authorization to proceed
- Balance Payment: Released upon DRC-validated completion and municipality processing
- Performance Bond: ~$100K per $100M aggregation ensures long-term monitoring capability
- Post-Completion Audit: ASHRAE Level 2 audit required 1 year after completion
Program Monitoring & Reporting
Ongoing performance monitoring tracks energy savings, GHG reductions, and ROI. Annual reports are published publicly and distributed to municipalities and the Government of Alberta. The monitoring period spans the lifetime of each improvement (7-60 years).
sequenceDiagram
participant PO as Owners
participant QC as Contractors
participant DRC as DRC
participant MUN as Municipality
participant CF as Capital
participant GoA as Gov AB
PO->>DRC: Support monitoring
QC->>DRC: Support monitoring
Note right of DRC: Manage monitoring system
DRC->>MUN: Annual program report
DRC->>MUN: Municipal-specific report
DRC->>CF: Performance report
DRC->>GoA: Annual program report
DRC->>GoA: SPIN2 document updates
DRC->>PO: Public performance report
Note right of DRC: Feedback informs Phase 1
Phase 5 KPIs & Monitoring Metrics
Electricity (kWh), Natural Gas (GJ), Water usage — measured against pre-project ASHRAE Level 3 baseline
Tonnes of CO2 equivalent (tCO2e) — annual and lifetime tracking per improvement
ROI, NPV, cost savings vs. projections, actual vs. estimated payback period
OTIF >98%, Energy Improvement Achievement >95%, Customer Satisfaction >90%