NEW TRADE ALLY ORIENTATION J U N E 1 3,

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1 NEW TRADE ALLY ORIENTATION J U N E 1 3,

2 AGENDA Introductions Why Become a PUD Registered Contractor? PUD Conservation Programs Weatherization & Heating Program Process Resources & Next Steps 2

3 WHY BECOME A PUD REGISTERED CONTRACTOR 3

4 WHY: BENEFITS Competitive advantage Only PUD Registered Contractors can offer SF program incentives Incentives & rebates Credibility Ability to leverage PUD brand Online directory Customer traffic, leads Marketing support 4

5 REGISTERED CONTRACTOR LOGO Promote your authorized participation in PUD energy efficiency initiatives, and ability to offer rebates Use online & in print materials All use must be pre-approved See usage guidelines on Cathy Anderson

6 ONLINE DIRECTORY Meet program requirements to be included Customers can search contractors by service, location, performance Your marketing opportunity: Provide content, logo, link to your site, and keep it updated 6

7 ONLINE DIRECTORY 7

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9 MARKETING SUPPORT Selling materials E-newsletter Television commercials Newspaper ads Community fairs/events Bill inserts Direct mail 9

10 THE CONTRACTOR S ROLE Solicit new business PUD list, Contractor outreach and marketing Provide energy efficiency expertise What solution is best for customer? Provide estimate, discuss costs Qualify & guide customers Know program benefits & eligibility requirements Navigate program processes & paperwork 10

11 PERFORMANCE FOCUS Focus on Quality, Commitment and Partnership A metrics-driven approach that rewards value with value Enables more efficient processing Supports customer satisfaction Acknowledges & rewards quality Builds on trust & partnership Contractors who perform at the highest levels receive more benefits 11

12 PERFORMANCE FOCUS PUD Accountabilities Monitor your performance and provide timely feedback Enforce program guidelines, deliver program benefits De-list non-compliant contractors Provide program updates in a timely manner Maintain open, two-way communication Deliver marketing support 12

13 PERFORMANCE FOCUS Contractor Accountabilities Meet performance requirements to remain in program Install work to PUD program specifications Volume: 4 jobs/year minimum (12 months grace to start) Quality: > 80% pass rate Customer Satisfaction: resolve any complaints Timeliness & Paperwork: Complete Minor or Remedial work within 30 days Keep insurance & licenses current 13

14 PERFORMANCE SCORECARD 14

15 PUD CONSERVATION PROGRAMS 15

16 WHY PUD INVESTS IN ENERGY EFFICIENCY Helps customers lower their bills State law mandates I-937 PUD Goal 1 st resource of choice Energy Savings 16

17 RESIDENTIAL SECTOR EFFICIENCY POTENTIAL Natural Gas Homes, 38% Electric Homes, 51% Other Fuel Homes, 11% 17

18 RESIDENTIAL PROGRAMS Single Family Multifamily New Construction Retail 18

19 WEATHERIZATION & HEATING MEASURES Insulation Attic Floor Wall Duct Heat Pumps Air source Ductless Geothermal Windows 19

20 PROGRAMS / MEASURES Single Family (Existing Homes) Windows, Insulation/Duct Sealing, Heat Pumps Multifamily (Retrofit) Windows, Insulation, Common Area, In-unit Measures New Construction (Single and Multifamily) Certified Homes 20% above WSEC Retail Lighting, appliances, Heat Pump Water Heaters 20

21 COMPLETED PROJECTS Glass Insulation Ducts HP-Air DHP

22 COMPLETED PROJECTS 2017 Glass 20% 17% Insulation 19% duct insulation and seal 32% 13% HP air DHP 22

23 SINGLE FAMILY PROGRAM 23

24 ELIGIBILITY - SINGLE FAMILY Single Family definition also includes Manufactured homes, multifamily buildings with four (4) attached units or less up to three (3) stories in height and individual condominium units that are not vertically stacked. Permanently installed electric heat at time of bid Wood/propane/gas stoves and inserts not applicable An active PUD account Snohomish County or Camano Island Only living areas of the home Not a repair or remodel program 24 24

25 REBATES - SINGLE FAMILY WX Eligible Measure Rebate Attic, Floor, and Wall Insulation $.50 per square foot Duct Sealing & Insulation $5.00 /Lineal Foot up to $450 Duct Sealing & Insulation - Manufactured homes Glass any Frame SP to DP (<= U.30) Glass Metal Frame DP to DP (<= U.30) $200 single wide $400 double/triple wide $50/ window $35/ window 25

26 REBATES - SINGLE FAMILY HEATING Eligible Measure Incentive Ductless Heat Pump Single head 9.0 HSPF Multi-head 9.0 HSPF Heat pumps, ducted air source conversion 9.0 HSPF 14 SEER Heat pumps, inverter conversion 10.0 HSPF 14 SEER Heat pumps, ducted air source upgrade 9.0 HSPF 14 SEER $600 $1000 $1,000 $1,500 $600 Commissioning, Controls & Sizing $200 Geothermal Heat Pump $1,500 26

27 REBATE PROCESS Contractor determines customer eligibility. No waiting for PUD pre-approval. Customer & contractor determine installation schedule. Contractor ensures installation meets PUD program specifications. Unsure? Call before you install. Work is completed before applying for rebate. 27

28 REBATE APPLICATION ONE Application for Windows, Insulation, Duct Sealing and Heat Pumps Submit within 90 days of installation Include supporting documents Provide PUD Instant Rebate, show on invoice 28

29 SUPPORTING DOCUMENTS Documents Required Invoice showing PUD Instant Rebate deducted NFRC Stickers or Manufacturer Packing Slip PUD Insulation Certificate PUD Knob & Tube Report (if applicable) PUD Heat Pump Start-up Checklist (if applic.) PUD Sizing Calculator (if applic.) Duct Testing Affidavit (if applic.) Measure Type ALL WINDOWS INSULATION/ DUCT SEALING HEAT PUMPS 29

30 KEY POINTS Contractor s Role Qualify customer eligibility & provide Instant Rebate Help customer complete and submit Rebate Application Report pre-existing conditions Instant Rebate Customer invoice/receipt must show PUD Instant Rebate Contractor assumes risk for non-qualifying installations submitted Unsure? Call before you install. Option for Customer credit at signature line PUD not involved until after installation complete No pre-approval required. All jobs subject to verification. 30

31 MULTIFAMILY PROGRAM 31

32 MULTIFAMILY - ELIGIBILITY Multifamily definition Apartment and Condo buildings with five (5) or more attached dwellings Active Snohomish PUD account Snohomish County or Camano Island Wx - Permanently installed electric heat Wood/propane/gas stoves and inserts do not disqualify All work must be pre-authorized (except individual condo Wx) Individual condo owner may receive Single Family Wx rebate(s) by submitting a complete Single Family application and following the Single Family process and requirements Incentive Cannot exceed the cost of materials, hired labor, tax, and permits 32

33 MULTIFAMILY INCENTIVES INSULATION Building Type Insulation Measure Incentive Wx Incentive Wx Stories Attic, Floor, and Wall $.50 / sq. ft. $.65 / sq. ft. 4 Stories or more (zonal or FAF) Roof and Wall $.50 / sq. ft. $.65 / sq. ft. Office <5,000 sq. ft. (zonal or FAF) Roof $.50 / sq. ft. $.65 / sq. ft. To qualify for Weatherization Plus Incentive, kwh savings from Common Area and In-unit Measures must account for a minimum of 25% of weatherization kwh savings. 33

34 MULTIFAMILY INCENTIVES WINDOWS Building Type 1-3 Stories Window Measure Metal frame DP-DP.30 or better Incentive Wx Incentive Wx + $4.00 / sq. ft. $6.00 / sq. ft. 1-3 Stories SP-DP.30 or better $6.00 / sq. ft. $8.00 / sq. ft. 4 Stories or more (zonal or FAF) Office <20,000 sq. ft. (zonal or FAF) SP, SP w/storm, or metal frame DP to.30 or better SP, SP w/storm, or metal frame DP to.30 or better $6.00 / sq. ft. $8.00 / sq. ft. $6.00 / sq. ft. $8.00 / sq. ft. To qualify for Weatherization Plus Incentive, kwh savings from Common Area and In-unit Measures must account for a minimum of 25% of weatherization kwh savings. 34

35 MULTIFAMILY INSPECTIONS Measure Inspection Attic and Wall Insulation Floor Insulation Windows Pre, In-progress*, and Post Pre and Post Pre and Post * In-Progress inspections require 2 full working days notice 35

36 MULTIFAMILY INCENTIVES IN-UNIT Eligible Measure Incentive Inspections Showerheads gpm or less $30 - $50 Pre and Post Kitchen Faucet Aerators gpm or less Bath Faucet Aerators gpm or less LEDs ( lumens): General purpose and dimmable, decorative and mini base, and globe Reflectors $7 $5 $6 $9 Pre and Post Pre and Post TLED $2 Pre and Post LED Fixtures ( lumens) $10 Pre and Post Infrared Sensing Advanced Power Strip $60 Post Clothes Washers and Dryers $25 - $50 Post All In-unit (non-shell) measures can be installed by on-site staff 36

37 MULTIFAMILY INCENTIVES COMMON AREA Eligible Measure Incentive Inspections Common Area Lighting Non-tenant controlled Up to 100% of project costs (calculated) Pre and Post Fitness Center Showerhead 1.75 gpm or less $50 Pre and Post Clothes Washers $50 - $150 Post All common area (non-shell) measures can be installed by on-site staff 37

38 MULTIFAMILY : PROCESS Building Owner/Trade Ally completes and submits PUD Multifamily Application packet with PUD Uniform Bid Sheet & W-9 PUD reviews, issues ESA (Energy Services Authorization) effective for 90 days Contractor does the work, calling for In-Progress inspections as needed When complete, contractor submits signed ESA to PUD PUD verifies the installation, identifies any deficiencies, and provides incentive payment once the work has passed All work must be pre-approved (except individual condo weatherization) 38

39 MULTIFAMILY: APPLICATION Different than Single Family Rebate Form Complete Application and Measure Input Tabs Submitted with: PUD uniform bid form (insulation/windows) 2017 version of a W-9 form for the complex 4 stories or more and offices - BPA Commercial Insulation and/or Window Project Information Form Each are available tabs within application packet 39

40 UNIFORM BID SHEETS Bids are good for a minimum of 60 days Bid sheets are available: Tab in the Application Packet Editable PDF s One per building Contractor & customer must sign/date bid sheet When submitting electronically, DO NOT FORGET to check electronic submittal box 40

41 ENERGY SERVICES AUTHORIZATION Issued TO you: This is your approval to start work. Received FROM you: When work is complete and ready for inspection. Remember to sign and date the Contractor box. Include supplemental documentation. 41

42 BETTER BUILT HOMES 42

43 BETTER BUILT HOMES Snohomish County PUD offers rebates to help offset the cost of building to a certified homes standard Verified by an independent third-party. Rebates are paid to the builder 43

44 REBATE APPLICATION Can be used for single family, multifamily, and manufactured homes. Submit within 60 days of completion or siting for manufactured homes Submit with supporting documents: Built Green certificate, REM/Rate run, and Builders W-9 44

45 BENEFITS Competitive advantage Better Built than code Rebates $300-$1,200 available Credibility Independently verified 45

46 OTHER RESIDENTIAL OFFERINGS Special pricing on LED Lightbulbs, Energy Star fixtures, heat pump water heaters and efficient showerheads at select retailers Smart Rewards for efficient appliances, electronics and smart thermostats 46

47 WHAT S NEXT? 47

48 DECIDE IF PUD PROGRAM IS A FIT Does the PUD Registered Contractor Program fit your company s business? Job volume requirements Residential sector, retrofit focus PUD program specifications PUD service territory Customer qualification & PUD Instant Rebate Management of timelines and paperwork 48

49 IF YES, THEN.. Review & sign Contractor Agreement Complete Contractor Questionnaire Provide Liability & Auto Insurance Certificates (with endorsements & additional insured) Provide Contractor & Master Business License Provide W-9 DHP contractors: Attend GoingDuctless.com Orientation & Best Practice webinars Attend PUD Installer & Sales training for relevant measures Provide all documentation by no later than July 13 49

50 INSTALLER & SALES TRAINING Sign up staff today for relevant session(s) Send office & installation staff who will be working on specific program: Windows, Insulation/Duct Sealing, or Heat Pumps Topics: Program guidelines Specifications & inspection requirements Paperwork & processes 50

51 JUNE 28 TRAINING SCHEDULE Windows 8:00 AM 10:00 AM Insulation 10:30 AM 1:30 PM Heating 2:00 PM 4:00 PM 51

52 RESOURCES 52

53 IMPORTANT : TRADE ALLY RESOURCES ALL Application Forms Supporting Docs - Sizing Calculator, Start-up Checklist, Insulation Certificate, Extension Request Technical Specifications: Weatherization, Heating, Venting Sample Rebate Applications Newsletters, Bulletins, Logo Usage guidelines Contractor Agreement 53

54 FINANCING OPTIONS Link from TAResources 54

55 CONTACT INFO Program Managers Cathy Anderson Kevin Watier Carolyn Beebe Inspectors Jay Snyder cell Aaron Stewart cell Ed Walstad cell

56 CONTACT INFO PRIMARY Energy Services Specialists Kim Anderson Andrea Duffy Carol Jodock Fax Energy Hotline Mailing Address Residential Programs PO BOX 1107 MS E2 Everett, WA

57 THANK YOU for helping our customers save energy! 57