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HomeMy WebLinkAbout5.365 Original Contract ) 5,31.fl5 Contract No. DE-MS79-95BP94646 2/22/95 CONSERVATION RESOURCE ACQUISITION AGREEMENT executed by the UNITED STATES OF AMERICA DEPARTMENT OF ENERGY acting by and through the BONNEVILLE POWER ADMINISTRATION and CITY OF PORT ANGELES Index to Sections Section I. 2. 3. 4. 5. 6. 7. 8. 9. 10. II. 12. 13. 14. 15. 16. 17. 18. 19. 20. 2l. 22. 23. 24. 25. Page Term of Agreement...................:....................................................................................... 3 Definitions .... .................................................................................................................... 3 Exhibits .. ........................................................................................................................... 5 Implementation Budget..................................................................................................... 5 Contractor Duties ....................................................................................................:......... 5 Sources of Funding Other than Bonneville ......................................:............................... 6 Invoicing and Payment :........................... ..... .......................................... ........... ... ........ .... 7 Records and Audits ........................................................................................................... 8 Bonneville Oversight ........................................................................................................ 8 Suspension ........................................................................................................................ 9 Term ination ..;.......................................... .'......................................................................... 10 Transition .......................................................................................... ............................... 12 Third Party Conservation in the Contractor's Service Area ............................................. 13 Project Implementation by an Energy Service Company (ESCO) ................................... 13 Application of Funds ........................................................................................................ 13 Evaluations ......................... ......... ......... ....... ....... ..... ..... ...:... ........ ... ... ..... ..... ..... ..... ..... ... ... 14 Energy Savings Commitment ................................................................... ..... ............... .... 14 Procedures for the Addition or Removal of Measures and Units ..................................... 15 Interpretations ................................................................................................................... 15 Amendment of Agreement...............................................................................,................ 15 Assignment Rights and Third Party Beneficiaries ............................................................ 16 Hold Harm less .................................................................................................................. 16 Uncontrollable Force ........................................................................................................ 17 Waivers ....................................................................................................:........................ 17 Governing Law ................................................................................................................. 17 1 Index to Sections Section 26. 27. 28. Page Dispute Resolution ........................................................ .:.............................. .....................' 17 Authorized Representatives .............:................................................................................ 17 Signature Clause ............................................................ .:................................................. 18 Exhibit E Exhibit F Exhibit G (Eligible Measures) .......................................................................... .,...... 5 (Units and Completed Units) .................................................................. 5 (Environmental Requirements) ............................................................... 5 (Implementation Budget and ' Energy Savings Commitment) ......................................................... 5 (Recordkeeping Requirements) .............................................................. 5 (Reports and Invoices) ...................... ...................................................... 5 (Statutory and Executive Order Requirements) ...................................... 5 Exhibit A Exhibit B Exhibit C Exhibit D This CONSERVATION RESOURCE ACQUISITION AGREEMENT, executed ~ (! R \~ ' 199.5., between the UNITED STATES OF AMERICA, Department of Energy, cting bY and through the'BONNEVILLE POWER ADMINISTRATION (Bonneville) and the CITY OF PORT ANGELES (Contractor), a municipal corporation organized and existing under the laws of the State of Washington, hereinafter may be referred to individually as "Party" or collectively as "Parties." WITNESSETH: WHEREAS Bonneville is required by the Pacific Northwest Electric Power Planning and Conservation Act, Public Law 96-501 (Northwest Power Act), to meet the actual or planned load growth of its customers, in significant part through the acquisition of cost-effective Conservation; and WHEREAS, Bonneville intends to transition to a new Conservation acquisition approach in Fiscal Year 1996; and WHEREAS Bonneville intends to perform this transition from current Bonneville programs to customer-funded Conservation programs on schedules and terms,that are mutually acceptable and which maintain regional momentum in Conservation achievement; and WHEREAS the Contractor intends to produce Completed Units within its service area, producing an agreed-to quantity of Energy Savings in exchange for an Implementation Budget from Bonneville,; and , WHEREAS Bonneville desires to provide the Contractor with increased flexibility to determine the pace of its delivery of Energy Savings, as well as the opportunity to reinvest Implementation Budget funds repaid to the Contractor by Consumers to acquire additional Energy Savings; and WHEREAS the Contractor agrees to deliver the Energy Savings produced under this Agreement to Bonneville, to reduce Bonneville's actual firm load obligations and achieve Bonneville's Conservation goals, and Bonneville intends to purchase such Energy Savings under this Agreement; NOW, THEREFORE, the Parties agree as follows: 2 " .', ' -., :: \:t, ~\ ~ ~ - :; 'i '" 1. TERM OF AGREEMENT , 0 This Agreement becomes effective at 2400 hours on the date of execution by both Parties (Effective Date), and shall remain in effect until 2400 hours on September 30, 1999, unless terminated earlier as provided in section 11. All obligations incurred hereunder shall be preserved until satisfied. 2. DEFINITIONS "All capitalized terms used herein shall have the following meaning: (a) (b) (c) (d) (e) (1) "Administrative Costs" mean all customary and reasonable direct, indirect, general and administrative, and overhead costs incurred by the Contractor in implementing the Project, as defined in the United States Office of Management and Budget Circular A-87, or its successor, as "Allowable Costs." Project marketing, promotion, training, reporting, and administrative support costs are included in Administrative Costs. "Completed Unit" means a Unit that has satisfied the completion requirements set forth in Exhibit B. "Conservation" means any reduction in electric energy consumption resulting from an increase in the efficiency of electric energy use, production or distribution, or the direct application of a renewable resource. "Consumer" means any end user of electric energy in the Contractor's service area, excluding Bonneville's direct service industrial customers, but including the Contractor's transmission and distribution system. "Contracting Officer" means the person designated in writing by Bonneville who has the authority to enter into, administer, modify, suspend, or terminate this Agreement, and to make related interpretations, determinations, and findings. The Contractor's Bonneville account executive has been designated as the Contracting Officer for this Agreement. "Contracting Officer's Technical Representative" or "COTR" means: (1) the authorized representative of the Contracting Officer designated in writing by the Contracting Officer to perform the functions of (A) inspection and review of work performed by the Contractor, (B) inspection and witness oftests, presentations, and, other Contractor activities, (C) interpreting technical specifications of this Agreement, (D) approval of Contractor reports and invoices, and (E) rejection of nonconforming services, material, or equipment. (2) The COTR may not act for the Contracting Officer in the following matters relating to this Agreement: (A) modifications that change the Implementation Budget, Implementation Period, or technical requirements; (B) suspension or termination of the Contractor's right to proceed, either for default or for Bonneville's convenience; and (C) making final determinations on any matters subject to the section 26, Dispute Resolution. (g) "Energy Savings" means the ascribed, estimated, evaluated, or verified Conservation, in first year kilowatthours (kWh) attributable to Completed Units, as set forth in Exhibit B. 3 (h) "Energy Savings Commitment" means the total quantity cfEnergy Savings which the Contractor commits to deliver to Bonneville by the end of the Implementation Period. The Energy Savings Commitment is set forth in ExhibitD. (i) "Fiscal Year" means the consecutive twelve (12) month period which begins on October 1 and ends on the following September 30. U) "Implementation Budget" means the amount of Bonneville budget authority that is available to the Contractor for Implementation Costs during the Implementation Period. The Implementation Budget is set forth in Exhibit D. (k) "Implementation Costs" mean the sum of (1) all or part of the actual costs to install or implement Measures which result in Completed Units and (2) all or part of the Administrative Costs incurred by the Contractor for Completed Units, which have been or will be invoiced to Bonneville. (1) "Implementation Period" means the period of time from the Effective Date through 2400 hours on September 30, 1999, unless shortened pursuant to this Agreement, during which Completed Units are delivered. The Implementation Period may be extended if agreed to by the Parties. (m) "Measures" mean materials or equipment installed, or activities implemented, to achieve Conservation, as set forth in Exhibit A. (n) "Other Requirements" mean any revision, restrictiOll, or alteration which Bonneville may impose on any Measure, or the installation of any Measure in any Conservation program funded by Bonneville as a result of any directive or order of any court or regulatory agency of competent jurisdiction, or the result of a final record of decision of any process conducted by Bonneville pursuant to the National Environmental Policy Act. (0) "Project" means the total of all Units proposed and Completed Units delivered during the Implementation Period. (p) "Region" means: (1) the area consisting of the States of Oregon, Washington, and Idaho, the portion of the State of-Montana west of the Continental Divide, and such portions of the States of Nevada, Utah, and Wyoming as are within the Columbia River drainage basin; and (2) any contiguous areas, not in excess of seventy-five (75) air miles from the area referred to in section 2(p)(I). (q) "Uncontrollable Force" means an act or event beyond the reasonable control of a Party, and which by exercise of due diligence and foresight such Party could not reasonably have been expected to avoid or remove, which impairs the ability of the Party to perform, and includes, but is not limited to, failure of or threat of failure of facilities, flood, earthquake, storm, accident, fire, lightning, and other natural catastrophes; epidemic, war, labor, or material shortage, strike or labor dispute, or sabotage; and also includes restraint by an order of a court of competent jurisdiction or by regulatory authorities against any action taken or not taken by a Party, after a good faith effort by the appropriate Party to obtain: (1) relief from such order; or (2) any necessary authorizations or approvals from any governmental agency or regulatory authority. 4 :,(~.!~ 3;''''~~'';'-c\ ",;:-~,llJ,''"' 1", " ~h', I, H '" ... ~Jf (r) "Unit" means a grouping of one "or more Measures, as described in Exhibit B. (s) "Work in Progress" means Measures committed to by the Contractor through contracts with Consumers, the installation of which have not been completed as of the Effective Date of this Agreement for the agreements listed in section 12, or the date of any notice of termination of this Agreement for Project Measures. (t) , "Workday" means a day that both Parties recognize as a regular day of work. 3. EXHIBITS The following Exhibits are made a part of this Agreement: Exhibit A (Eligible Measures), 4' Exhibit B (Units and Completed Units), Exhibit C (Environmental Requirements), Exhibit D (Implementation Budget and Energy Savings Commitment), ExhibitE (Recordkeeping Requirements), Exhibit F (Reports and Invoices), and Exhibit G (Statutory and Executive Order Requirements), as such Exhibits may be revised. 4. IMPLEMENTATION BUDGET (a) Upon the Effective Qate, the Contractor shall be authorized by Bonneville to incur Implementation Costs in an amount equal to the Implementation Budget. Bonneville's offer and execution of this Agreement constitutes its approval of an Implementation Budget in the dollar amount set forth by Exhibit D. (b) If the actual Implementation Costs exceed the Implementation Budget, the excess costs shall be paid by the Contractor. (c) Bonneville is under no obligation to supplement the Implementation Budget or provide additional budget authority under this Agreement. If Bonneville should offer additional budget authority, Bonneville shall notify the Contractor of any budget request and approval procedures and the affect of additional budget authority on Exhibit D. (d) Any outstanding Implementation Budget authority remaining shall be deobligated by Bonneville at the end of the Implementation Period. 5. CONTRACTOR DUTIES (a) Installation of Measures and Completion of Units (1) The Contractor shall deliver Completed Units to Bonneville that will produce a quantity of Energy Savings at least equal to the Energy Savings Commitment. (2) The Contractor shall cause to be installed only Measures set forth in Exhibit A, and such installations shall comply with the material and installation specifications for Measures referenced in Exhibit B. (3) Th~ Contractor shall implement this Project in accordance with Exhibit C and other applicable regulations issued by Federal, State, or local agencies related to the environment, and the health and safety ofthe Contractor's employees, 5 .'J Consumers, and the general public. Local building, electrical, and other codes and statutes will be complied'with. (4) Contracts entered into by the Contractor with Consumers under this Agreement which commit the Implementation Budget shall be signed by the Contractor and Consumer by September 30, 1997, except that commitments of reinvested Implementation Budget funds may occur through the entire Implementation Period. The September 30, 1997, deadline for initial commitments of. Implementation Budget funds may be extended, if agreed to by the Parties. (b) Reports to Bonneville (1) At the same time that an invoice for payment is submitted by the Contractor, the Contractor shall submit a progress report, in the format shown on Item 1 in Exhibit F, to Bonneville's COTR, except that if invoices are submitted quarterly, the quarterly report (Item 2 in Exhibit F) shall serve as the progress report. (2) Beginning on April 15, 1995, for the quarter or portion thereof ending March 31, 1995, and quarterly thereafter, within forty-five (45) days after the end of each calendar quarter, the Contractor shall submit a quarterly report, in the format shown on Item 2 in Exhibit F, to Bonneville's COTR. 6. SOURCES OF FUNDING OTHER THAN BONNEVILLE (a) To the extent that a Federal, State, local agency, business, industry, or other Consumer installs Measures in Completed Units using funds from sources other than the Implementation Budget, to supplement the funds provided from the Implementation Budget, the total Energy Savings from the resulting Completed Units shall count toward the Energy Savings Commitment (i.e., all the Energy Savings shall be included in the Project, even if the Measures are not exclusively funded by the Implementation Budget). (b) The Contractor may at any time inv~st Contractor funds to produce ConserVation outside ofthis Agreement. Such funds shall not be invoiced as Implementation Costs, and the resulting Conservation shall not count toward the Energy Savings Commitment. (c) The Contractor may also use Contractor funds to supplement Implementation Budget funding of individual Completed Units. If this occurs, all resulting Energy Savings will count toward the Energy Savings Commitment in the same manner as if the Consumer had supplemented the Implementation Budget funds applied to the Completed Units. (d) An exception to sections 6(a), 6(b), and 6(c) shall be allowed for any "Energy Matchmakers" homes weatherized in the Contractor's service area by local community action agencies as a direct result of the Contractor's implementation ofthis Agreement. Any such weatherized homes shall be accounted for by the Contractor in a special annual report to the Contracting Officer's Technical Representative, to be submitted by December 1 of each year. Such reports shall be subject to Bonneville review and approval within thirty (30) days after receipt. Any such weatherized homes shall then be separately 'identified as "Energy Matchmakers" Completed Units in the Contractor's 6 " , . <.., ~~,~ subsequent quarterly reports, and credited with, Energy Savings using applicable values in Exhibit B. (e) Energy Savings produced from Completed Units reported during the Implementation Period which are funded with supplemental sources of funding pursuant to sections 6(a), 6(b), and 6( c) shall count toward the Energy Savings Commitment even if the supplemental funding supplements Implementation Budget funds repaid by Consumers rather than original Implementation Budget funds. 7. INVOICING AND PAYMENT (a) No more frequently than monthly, the Contractor shall submit an invoice for all Completed Units of the reporting period, in the format shown on Item 3 in ExhibitF, to Bonneville's COTR. Such invoice shall be in an amount equal to the amount reported in the applicable section 5(b)(I) progress report. (b) Pursuant to promissory notes executed between the Contractor and Consumers, and completion of specific milestones under such promissory notes, such as the Consumer incurring actual Implementation Costs (e.g., costs of purchasing Measures, or costs of labor to design, install, or implement Measures), the Contr~ctor may request progress payments from Bonneville not to exceed the total amount committed by the promissory notes. The Contractor shall request progress payments using the invoice described in section 7(a), with a report of all previous amounts received by the Contractor from Bonneville for the applicable promissory note(s) attached to the invoice. Contractor requests for Bonneville progress payments can be made no earlier than thirty (30) days in advance of the Contractor's actual disbursement of funds to Consumers for their purchase of Measures and/or labor costs to install or implement Measures. (c) Invoices shall be transmitted to Bonneville at the following address: Bonneville Power Administration Seattle Customer Service Center P.O. Box C-19030 Seattle, W A 98109-1030 Attn: Dena Hilde-MES Contracting Officer's Technical Representative (206) 216-4206 fax: (206) 216-4398 Invoices delivered in person shall be delivered to: Bonneville Power Administration Seattle Customer Service Center 201 Queen Anne Avenue North, Suite 400 Seattle, W A 98109-4824 Attn: Dena Hilde-MES Contracting Officer's Technical Representative (206) 216-4206 (d) Bonneville shall pay, on a cost reimbursement basis, the amount invoiced pursuant to section 7(a) by electronic transfer of funds from Bonneville to the Contractor's bank 7 ~ account. Payment by Bonneville shall be made no later than the close of business on the 30th day following the date of receipt and acceptance of a proper invoice by Bonneville's COTR. Should the 30th day be a day other than a Workday, the payment shall be due on the next Workday. (e) Agreed upon adjustments to correct errors in the invoice submitted to Bonneville shall be promptly incorporated in a revised invoice where practicable, and shall clearly be noted on the revised invoice as an adjustment. Both Parties shall make reasonable efforts to make invoice adjuJ'tments as soon as possible after Bonneville's receipt of the invoice. (f) Bonneville shall make all payments due to the Contractor pursuant to the Prompt Payment Act (31 U.S.C. 3901-3906). If Bonneville has not paid the amount due on or before close of business on the due date, interest shall accrue on the amount due from the scheduled due date to the date paid at the higher of the Department of Treasury's current value of funds rate or the Bonneville cost of borrowing rate. (g) Bonneville will not pay for any portion of the installation or material cost of a Measure under this Agreement that has been or will be paid for under any other Bonneville or Federal contract or financial assistance agreement, or through Bonneville-funded market transformation activities. . 8. RECORDS AND AUDITS (a) The Contractor 'shall establish and maintain supporting documents and records in accordance with Exhibit E. (b) Bonneville, or its designee, may, upon reasonable notice, obtain, audit, examine, and inspect the Contractor's records, invoices, and accounts resulting from the implementation of this Agreement by the Contractor or its agents. The number, timing, and extent of such audits shall be at the discretion of Bonneville. Such audits shall occur at Bonneville's expense and shall be conducted in accordance with the audit standards established by the Comptroller General of the United States. 9. BONNEVILLE OVERSIGHT (a) Upon reasonable notice (typically thirty (30) to sixty (60) days), Bonneville or Bonneville's designee may inspect Units or Completed Units, monitor Contractor procedures, review the Contractor's records, review the Contractor's verified savings methods and results, or otherwise oversee the Contractor's implementation of this Agreement. (b ) Upon receipt of notice pursuant td section 9( a), the Contractor shall arrange for the inspection of Units or Completed Units, or review of energy audit or Measure installation procedures, technical documents, records, or verified savings methods and results. The Contractor's contracts with Consumers shall give notice that Bonneville may (1) make site visits to Units or Completed Units, (2) evaluate 'or verify Energy Savings, (3) make public any non-proprietary information regarding Completed Units, and (4) contact appropriate Federal, State, or local jurisdictions regarding environmental, health, or safety matters related to Units or Completed Units. Note that the Consumer's name, estimated and/or actual Energy Savings, and estimated and/or actual 8 il':" ~ "\~ '\!'!...'~ ;t'\', II . -' -1 . '~li~i:::-~'~~ ).:'~~ ~'i"l>'~ Implementation Costs for Units and Comple,ted Units may not be designated as proprietary information by the Contractor or Consumer. 10. SUSPENSION (a) Suspension Due to Changes in Other Requirements (I) If Bonneville identifies any Other Requirement related to Measure installation which poses an immediate significant environmental, health, or safety threat and the Measure has not been unilaterally removed from Exhibit A, and applicable Units revised in Exhibit B, by Bonneville pursuant to sections 18(b) or 18( d), Bonneville shall provide written notice to the Contractor describing the significant environmental, health or safety threat and the references upon which Bonneville bases its determination. (2) Bonneville may immediately suspend the Project activity which poses the significant environmental, health, or safety threat effective upon die Contractor's receipt of the written notice from Bonneville specified in section 10(a)(l). (3) Within thirty (30) days of receipt of such notice, the Contractor shall initiate actions to remedy the health and safety threat to Consumers from past Measure installations, and/or implement such other actions as the Parties agree to. , (b) Suspension Due to Failure to Comply With Environmental, Technical or Recordkeeping Requirements (I) If Bonneville determines that the Contractor's Project implementation is not in substantial compliance with the environmental, technical, and/or recordkeeping requirements of this Agreement~ Bonneville shall provide a written report to the Contractor ofthe specific nature of the noncompliance. (2) Upon receipt of the report specified in section 10(b)(I), the Contractor shall not submit additional invoices for Implementation Costs for the affected Measures. (3) The Contractor shall correct such noncomplian~e within a reasonable period of time (typically, thirty (30) to sixty (60) days) agreed to by the Parties, and shall notify Bonneville when corrective action has been completed. (4) If the Contractor does not correct the noncompliance within the reasonable period of time agreed to by the Parties, Bonneyille may either: (A) suspend that portion of the Project in noncompliance effective upon the Contractor's receipt of written notice of such suspension, or (B) terminate this Agreement in accordance with section II(b). (c) Lifting Suspension Upon Bonneville's acceptance of the Contractor's section 10(b)(3) notice that the noncompliance which resulted in the suspension of a portion of the Project has been 9 ~ corrected, Bonneville shall, within thirty (30) days, notify the Contractor in writing of the date that the Project suspension is lifted, in whole or in part. (d) Effect on Payments, Costs, and Energy Savings (I) If Bonneville suspends a portion of the Project pursuant to section 10(a)(2) or 10(b)(4)(A), Bonneville may, in writing, direct the Contractor to cease submitting invoices to Bonneville for Implementation Costs of Measures described in the notices provided pursuant to sections 10(a)(1) or 10(b)(1). (2) If Bonneville suspends a portion of the Project pursuant to section 10(b)(4)(A), Boimeville shall not accept and credit to the Project any Energy Savings from the Measures or Completed Units which are not in substantial compliance with the environmental, technical, and/or recordkeeping requirements of this Agreement, and which were specified in Bonneville's section 10(b)(I) report. (3) After a suspension imposed under section 10(a) or 10(b) is lifted, Bonneville shall pay for all claims that are in substantial compliance with this Agreement, including claims for work performed during the previous suspension period, except that for environmental, health, or safety costs incurred due to noncompliance with Federal, State, or local agency regulations, the Contractor shall bear the costs of compliance. Bonneville shall also accept the Energy Savings from the affected Completed Units if a section 1 O(b) suspension is lifted and if the Contractor has completed actions bringing the affected Completed Units into substantial compliance with this Agreement. 11. TERMINATION (a) Bonneville may terminate this Agreement upon thirty (30) calendar days' written notice to the Contractor. The Contractor shall have 1 year from the effective date of termination pursuant to this section to complete Work in Progress. (b) Bonneville may terminate this Agreement by giving the Contractor thirty (30) days' written notice pursuant to section 1 O(b)( 4 )(B), if the Contractor has failed to comply with this Agreement's environmental, technical, or recordkeeping requirements. No completion period beyond the effective date of termination shall be available to the Contractor for a termination under this section. The Contractor's commitments to Consumers shall be the responsibility ofthe Contractor in such circumstances. (c) Bonneville may terminate this Agreement for cause upon the Contractor's failure to comply with this Agreement, including use of any portion of the Implementation Budget in a manner that is inconsistent with this Agreement. Bonneville may also terminate this "- Agreement if the Contractor becomes insolvent, files a petition for bankruptcy or reorganization, assigns substantially all assets to creditors, or fails to implement the Project (except when due to an Uncontrollable Force). No completion period beyond the effective date of termination shall be available to the Contractor for a termination under this section. The Contractor's commitments to Consumers shall be the responsibility of the Contractor in such circumstances. 10 p,' ,~,<, :; 't; ,'-".?4 "-~$ :~~ -'. ... , <. , , ,:I..~ ''!-' (d) Bonneville may terminate this Agreement by giving the Contractor thirty (30) days' written notice if the Contractor: (1) gives notice to Bonneville that it will stop placing firm load on Bonneville pursuant to its existing, amended, or new Northwest Power Act firm power sales contract with Bonneville (for the sale of power and energy to meet all or a portion of the Contractor's firm electrical energy load or electric peaking requirements) for a peri?d of at least one (1) year; or (2) gives notice to Bonneville of its intent to terminate, or terminates, such existing or new firm power sales contract with Bonneville. No completion period beyond the effective date of termination shall be available to the Contractor for a termination under this section. The Contractor's commitments to Consumers shall be the responsibility of the Contractor in such circumstances. (e) If this Agreement is terminated in accordance with section 11 (d), a termination charge shall be determined pursuant to this section II(e). The termination charge shall be based on the ratio of the total Conservation expected for the life of the Completed Units less the Energy Savings achieved to the date of termination, compared to the total Conservation expected for the life of the Completed Units. The Contractor shall return payments received froJV. Bonneville for the Conservation not yet acquired by Bonneville in accordance with the following formula: R= P x (T - A) / T) Where: R= Reimbursement to Bonneville; P= Bonneville payments made to the Contractor for Implementation Costs to the termination date of this Agreement; A= Total Energy Savings through the date of termination of this Agreement; and T= Total estimated Conservation for the life of all Completed Units achieved to the date of termination of this Agreement. (1) The Energy Savings values for Completed Units shall be consistent with Exhibit B. Measure life values shall be consistent with the Bonneville Energy Conservation Guidebook in effect at the time that Bonneville receives the Contractor's section II (d)(1) or section 11 (d)(2) notice. (2) Bonneville shall present a bill to the Contractor for payment calculated pursuant to this section 11 (e). 11 (3) The Contractor may reimburse Bonneville by either: (A) making a lump sum payment within three (3) months of the date of Bonneville's receipt of the Contractor's section II(d)(1) or II(d)(2) notice; or (B) making no more that 12 consecutive equal monthly installment payments, commencing on the first business day 'of the month following the month in which the section II(d)(1) or II(d)(2) notice was received by Bonneville. (4) If reimbursement is accomplished by installments as providtrl in section II(e)(3)(B), interest shall be charged on the outstanding balance at Bonneville's average Treasury borrowing interest rate for the period of time between the date of the first payment made to the Contractor and the date of the last payment made to the Contractor for which reimbursement to Bonneville is being made in accordance with this section. ' (5) If, after the Contractor reimburses Bonneville in accordance with section II(e)(3)(A), the Contractor executes a firm power sales contract with Bonneville or resumes its firm load purchases under its power sales contract, Bonneville shall, within ninety (90) days ofthe date of execution of such power sales contract or resumption of firm load deliveries to the Contractor, return to the Contractor any such payments received from the Contractor less an amount based on the formula above where "A" corresponds to the period when a power sales contract was not in effect or no purchases were made under a power sales contract. (6) If, after the Contractor initiates such installment payments as provided in section II(e)(3)(B), the Contractor executes a power sales contract with Bonneville or resumes its purchases under its power sales contract, the Contractor shall, from the date of such resumed purchases or contract execution, not be obligated to make any further installment payments to Bonneville. Bonneville shall, within ninety (90) days of the execution of such power sales contract, or resumption of , firm load deliveries, return to the Contractor any such payments received from the Contractor less an amount based on the formula above where "A" corresponds to the period when a power sales contract was not in effect or no firm purchases had occurred. 12. TRANSITION (a) On the Effective Date ofthis Agreement, any Fiscal Year 1995 budget authority not yet committed by the Contractor under the Contractor's existing Conservation agreements with Bonneville identified below, shall be transferred into the Implementation Budget of, this Agreement. (1) Residential Weatherization Conservation Acquisition Agreement, Contract No. DE-MS79-90BP93014. 12 ,,>' " ,-." 'j '. !i: T,: J '~(j:'~? ~>~'::,~,::s"",,!1h ~l' ")} (2) Residential Conservation Agreement, Contract No. DE-MS79-91BP93607, Exhibit C, Option 3 of Exhibit E, and Exhibit G. (3) Commercial Resource Acquisition Agreement (Energy Smart Design Program), Contract No. DE-MS79-92BP93843. (b) All obligations to Consumers incurred by the Contractor for Work in Progress under the agreements listed in section 12(a) shall be satisfied and completed pursuant to the provisions of those agreements, and paid for from the budget authority approved under those agreements. No new; work shall be authorized to Consumers under those agreements after the Effective Date of this Agreement. ' (c) Any Conservation resulting from the agreements listed in section 12(a) shall not be counted as Energy Savings under this Agreement, and the Implementation Budget may not be applied to the costs of Measures installed or implemented under those agreements. (d) Within sixty (60) days following the Effective Date, the Contractor shall provide a report to Bonneville detailing all obligations to Consumers to be preserved under the agreements listed in section 12(a). Bonneville may adjust Exhibit D unilaterally within sixty (60) days after receipt of the Contractor's obligations report. ' (e) The Parties agree that Bonneville has no obligation to pay any costs incurred by the Contractor to complete the Work in Progress for those agreements listed in section 12(a), beyond the commitment of budget authority under those agreements for such Work in Progress. The Contractor has discretion to apply the Implementation Budget to the administrative costs of completing the Work in Progress under the agreements listed in section 12(a). If the Implementation Budget is applied to such costs, the Contractor shall report such use of the Implementation Budget as an Administrative Cost of this Project. (f) Reports to Bonneville required under the agreements listed in section 12(a) shall be suspended after the Effective Date except for those required by those agreements to report Work in Progress under ,those agreements. 13. THIRD PARTY CONSERVATION IN THE CONTRACTOR'S SERVICE AREA During the Implementation Period, Bonneville agrees not to execute any new Conservation agreement with a party other than the Contractor, for the installation or implementation of Measures in the Contractor's service area without the prior written consent ofthe Contractor. 14. PROJECT IMPLEMENTATION BY AN ENERGY SERVICE COMPANY (ESCO) The Contractor may contract with an ESCO to complete Units under this Agreement. If so, the Contractor shall, by contract, require that the ESCO comply with the terms and conditions of sections 8 (Records and Audits), 9 (Bonneville Oversight), and 16 (Evaluations). 15. APPLICATION OF FUNDS The Parties agree that the Contractor has discretion to select the type of agreements entered into with Consumers through which the Implementation Budget is applied to achieve the Energy Savings Commitment. The Contractor may reinvest any Implementation Budget repayments received from Consumers during the Implementation Period to produce Energy Savings. Commitments of reinvested Implementation Budget funds to Consumers may occur through Septem~er 30, 1999. Both the original Energy Savings and subsequent Energy Savings produced 13 by any such reinvestment during the Implementation Period will be accounted for as Energy Savings credited to this Project. Any Implementation Budget funds repaid by Consumers after the Effective Date, through the earlier of September 30, 1999, or the end of the Implementation Period, but not reinvested by the Contractor to acquire additional Energy Savings by that date, or committed to future Conservation by a Contractor's letter of intent to the Contracting Officer, must be paid to Bonneville by the earlier of December 31, 1999, or ninety (90) days after the end of the Implementation Period. Such commitment to future Conservation investment need not specify the specific projects in which the reinvestment will occur. 16. EVALUATIONS (a) Bonneville may conduct, and the Contractor shall cooperate in, Conservation impact and Project implementation process evaluations to assess the amount, cost effectiveness, and reliability of Conservation in the Contractor's service area or Region. Bonneville shall select the timing, frequet:lcy, and type of such evaluations. (b) The Contractor shall provide to Bonneville, upon Bonneville's request, the names, addresses, and account numbers of a sample of nonparticipating Consumers for evaluation'purposes, consistent with Consumer confidentiality requirements of applicable State laws. The number of nonparticipants may equal up to approximately twice the number of participants selected for an evaluation. Bonneville shall be responsible for seeking the Consumers' permission for release of billing data or to permit a surveyor onsite visit. (c) Any evaluation of the Project initiated by Bonneville shall be conducted at Bonneville's expense and such costs shall be excluded from the Implementation Budget. 17. ENERGY SAVINGS COMMITMENT (a) The Contractor shall determine Energy Savings using the ascribed, estimated, evaluated, or verified values for Completed Units presented in Exhibit B. Ifthe Implementation Period ends with less Project Energy Savings than the Energy Savings Commitment, and the entire Implementation Budget has been invoiced by the Contractor to Bonneville; the Contractor shall pay Bonneville $0.43 multiplied by the difference between the Energy Savings Commitment kilowatthours and the Project Energy Savings kilow:atthours. ,Such payment shall be made within ninety (90) days after the end of the Implementation Period. " (b) If the entire Implementation Budget is not invoiced by the Contractor to Bonneville when the Implementation Period ends, the Energy Savings Commitment shall be reduced. in proportion to the cumulative Implementation Budget amount invoiced by the end of the 'Implementation Period as compared to the initial Implementation Budget. A comparison of Project Energy Savings against the adjusted Energy Savings Commitment shall be made, and if insufficient Energy Savings were accomplished, the Contractor shall pay Bonneville for the underdelivery of Energy Savings as described in section 17(a). (c) Penalties and interest charges for late payments of amounts due to Bonneville under section 17(a) or 17(b) shall be assessed pursuant to the provisions specified in section G (Payment of Bills) of Bonneville's October 1, 1993, General Rate Schedule Provisions. 14 I i~ ;,'f~;:~-\~V '~,., r:-->;:; ~"..i.~;'~';'''';'f~'':~ .It '",f (d) One individual Measure may not be included in more than one Completed Unit, and each Completed Unit shall be reported to Bonneville and credited with Energy Savings only once by the Contracto'r. 18. PROCEDURES FOR THE ADDITION OR REMOVAL OF MEASURES AND UNITS ; (a) If Bonneville offers a Measure for Regionwide installation through a Bonneville-funded Conservation program, and such Measure is not included in Exhibit A, Bonneville shall unilaterally add such Measure to Exhibit A. Measures may also be added to Exhibit A by mutual consent through the Implementation Period. 1 (b) Measures may be removed from Exhibit A only upon agreement of the Parties; however, Bonneville may unilaterally remove any Measure from ExhibitA when such removal is necessitated by Other Requirements. (c) The Contractor may propose adding Units to Exhibit B, or revising Unit descriptions, at any time during the Implementation Period. Bonneville shall have sixty (60) calendar days to consider the Contractor's proposal and approve it in whole or in part, and unilaterally add such Unit or Unit description to Exhibit B, or to deny the proposal. Bonneville shall provide the Contractor with the references used in making its decisions on Exhibit B revision proposals. Bonneville may also inform the Contractor of changes that would enhance the proposal or permit Bonneville to approve it. Bonneville shall determine the Energy Savings to be attributed to new or revised Units at the time Exhibit B is changed, and whether Energy Savings will be ascribed, estimated, evaluated, or verified. If Bonneville does not provide a decision to the Contractor within sixty (60) calendar days, the Contractor's proposal shall be incorporated into Exhibit B. r '" (d) Units may be removed from Exhibit B, or the descriptions of Units revised, only upon the agreement of the Parties; however, Bonneville may unilaterally remove any Unit or make necessary revisions to Unit descriptions when necessitated by Other Requirements. 19. INTERPRETATIONS This Agreement sets forth the entire agreement ofthe Parties and supersedes all prior agreements with respect to the subject matter ofthis Agreement. The headings used in this Agreement are for convenient reference only and shall not affect its interpretation. To the extent practicable, the invalidity of any provision of this Agreement shall not affect its other provisions and this Agreement shall be c~mstrued in all respects as if such invalid or unenforceable provision were omitted. If there is a conflict between the Exhibits and the body of this Agreement, the provisions of the body of this Agreement shall control. 20. AMENDMENT OF AGREEMENT This Agreement may be amended only by written agreement of the Parties, except that Bonneville shall have the unilateral right to: (a) revise any Exhibit due to Other Requirements; (b) add or delete Measures and Units within Exhibits A and B, or revise Unit definitions in Exhibit B, as provided for in section 18; and (c) revise Exhibit D in accordan~e with sections 4(c), 12(d), and 17(b). 15 21. ASSIGNMENT RIGHTS AND THIRD PARTY BENEFICIARIES ~ (a) The Contractor may assign Implementation Budget funds in accordance with the terms of this Agreement to a bank, trust company, or other financing institution, including any Federal lending agency, for the purpose of financing any portion of the Project or administrating Consumer repayment relationships for the Contractor. In the event of any such assignment, the assignee shall provide written notice of the assignment together with a true 'copy o(the 'instrument of assignment to Bonneville not less thllll ten (10) calendar days prior to such assignment. (b) Except as provided in section 21(a), each Party agrees that it shall not sell, assign, or transfer its 'interests, rights, or obligations under this Agreement, to an entity other than the United States or any agency or instrumentality thereof, without the written consent of the jJther Party. Consent from either Party shall not be unreasonably withheld. In the event of any such assignment or transfer, the Party making the assignment shall provide the other Party with notice of the assignment or transfer, together with a true copy of the instrument of assignment or transfer not less than sixty (60) calendar days prior to the intended date of execution. (c) This Agreement shall inure to the benefit of and shall be binding upon the Parties, their respective legal representatives, assigns, and successors. (d) \ The Parties agree that there are no unspecified third party beneficiaries of this Agreement. Nothing contained in this Agreement is intended to confer any right or interest to anyone other than the Parties, their respective legal representatives, assigns, and successors. 22. HOLD HARMLESS (a) (b) (c) (d) , (e) The Contractor shall indemnify and hold Bonneville harmless from all claims, damages, losses, liability, and expenses arising from the negligent or other tortious acts or omissions of the Contractor, the Contractor's employees, agents, or contractors arising under this Agreement. The Contractor shall not use funds provided by Bonneville to settle any such claims, damages, losses, liability, and expenses. The Contractor agrees that Bonneville has no responsibility for production of Energy Savings under this Agreement. The Contractor agrees to hold Bonneville harmless from all claims, damages, losses, liability, and expenses resulting from the performance of Measures installed or implemented under this Agreement. Bonneville shall indemnify and hold the Contractor harmless from all claims, damages, losses, liability, and expenses arising from the negligent acts or omissions of Bonneville, its employees, agents, or contractors arising under this Agreement, in accordance with the provisions ofthe Federal Tort Claims Act, 62 Stat. 982, as amended. Independent contractors contracting with either Party to implement the provisions ofthis Agreement shall be required by contract to indem~ify and hold harmless the other Party .16 "1 "f,"' ,,'.-".ll"<i'" ,- ,,"'-." ~~:' t,nr "t~ \f"<~'~f ~ ~ ': > from all claims, damages, losses, liability, aqd expenses arising from breach of contract, statutory and regulatory claims, and the negligent or other tortious acts or omissions of such independent contractors, their officers, employees, or agents. Nothing in this Agreement shall establish, or be construed as establishing, a contractual relationship between Bonneville and any contractor or subcontractor hired by the Contractor to participate in the Project's implementation. 23. UNCONTROLLABLE FORCE (a) Any obligation of a Party to perform under this Agreement, except an obligation to pay amounts due under this Agreement, shall be excused when such failure to perform is due to an Uncontrollable Force. In the event that either Party is unable to perform due to an Uncontrollable Force, such Party shall exercise due diligence to remove such inability with reasonable dIspatch. Nothing in this section shall be construed to require either Party to settle any strike or labor dispute in which it may be involved. (b) Each Party shall notify the other in writing as soon as practicable of any Uncontrollable Force which may impair performance under this Agreement. Failure to give such notice within a reasonable period shall be deemed a waiver of such Uncontrollable Force.> 24. WAIVERS Except as otherwise provided herein or as agreed by the Parties, no provision of this Agreement may be waived except as confirmed in.writing. Any waiver at any time by a Party of its right with respect to a default under this Agreement, or with any other matter arising in connection therewith, shall not be deemed a waiver with respect to any subsequent default or matter. Either Party may waive any notice or agree to accept a shorter notice than specified in this Agreement. Such waiver of notice or acceptance of shorter notice by a Party shall not be considered a waiver with respect to any subsequent notice required under this Agreement. 25. GOVERNING LAW This Agreement shall be governed by and interpreted under Federal law. 26. DISPUTE RESOLUTION Disputes arising under this Agreement shall, to the extent practicable and permitted by law, be resolved by mutual agreement of the Parties. Any solely factual dispute can be referred to the American Arbitration Association under the Commercial Arbitration Rules, as permitted by law. 27. AUTHORIZED REPRESENTATIVES (a) Within thirty (30) calendar days after the Effective Date, each Party shall designate an authorized representative and an alternate, and notify the other Party in writing of such designations. Any changes in such designations by one Party shall be promptly communicated to the other Party. (b) The authorized representatives may establish written procedures for implementing this Agreement. Such procedures shall be adopted by mutual agreement. Authorized representatives may delegate authority to act on particular matters. 17 I (c) Only Bonneville's Contracting Officer, or Contracting Officer's Representative, may issue interpretations, determinations, and findings of the body of this Agreement which are binding on Bonneville. Such decisions shall be provided to the Contractor in writing. (d) In administering this Agreement, only the written statements of Bonneville officials acting within the scope of their authority shall be considered to be official Bonneville statements,. (e) Except as provided otherwise in this Agreement, any notice, request,' authorization, direction, or other communication under this Agreement shall be given in writing and delivered in person, or by facsimile, or b/first-class U.S. Mail, or by overnight mail service, properly addressed and stamped, to the authorized representatives. 28. SIGNATURE CLAUSE Each Party hereto represents that it has the authority to execute and deliver this Agreement and that it has been duly authorized to enter into this Agreement. IN WITNESS WHEREOF, the Parties have executed this Agreement. UNITED STATES OF AMERICA Department of Energy Bonneville Power Administration , B~~e ~ Account ,Executive Name 7l~~ ? 73/co-JJ_ (Prmt/Type) Date e:l - .;2 3 - 9 S- CITY OF PORT ANGELES, WASHINGTON By ~ Name' (Prmt/Type) Title D I ru=c.7bR. of err" W6lfT Date 3/3/9S- , (PMLAN-MPSD-W.\PMC\CT\CONSERV\FLEX\FLEXBODY.DOC) 18 '" ''';- "~ I ,'-"'~ . ~,,'''iT~'''-i'"'wJ '-'0 f..... ~ I~.. Exhibit A, Page 1 of 9 Contract No. DE-MS79-95BP94646 City of Port Angeles Effective on the Effective Date ELIGIBLE MEASURES 1. This Exhibit lists' all Measures which have been environmentally reviewed and approved by Bonneville in accordance with the National Environmental Policy Acf(NEPA). The Contractor may implement these Measures if there are no extraordinary circumstances that may significantly impact the environment. 2. Any Measures which have not been environmentally reviewed and approved by Bonneville or that may cause significant environmental impact must receive environmental review by Bonneville, and approval by the Contracting Officer, prior to being listed in this Exhibit. The process to be used for new Measures or Measures requiring additional environmental review is described in Exhibit C. 3. The listing of Measures in this Exhibit does not warrant that their installation or implementation will produce Conservation or Energy Savings. Pursuant to sections 22(b) and 22( c) of this Agreement, Bonneville assumes no liability for the performance of these Measures in this Project, or the claims, damages, losses, liability, or expenses resulting from the installation or implementation of these Measures under this Agreement. 4. Residential Sector Measures Unless otherwise noted, the following Measures may be installed in new or existing site-built or manufactured/mobile homes: (a) "Appliances and Domestic Water Systems" including energy efficient refrigerators, freezers, dishwashers, clothes washers, clothes dryers, microwave ovens, low flow showerheads, kitchen and bathroom faucet aerators, and hot tub covers; (b) "Water Heaters" including energy efficient electric, gas, solar, and heat pump water heaters, and water heater tank wraps and pipe insulation (tank wraps may not be installed in mobile homes); (c) "Lighting" including fluorescent, compact fluorescent, high and low pressure sodium, and metal halide lamps; (d) "Insulation" including attic, interior/exterior roof, wall, perimeter, knee wall, underfloor, hydronic pipe, and heat duct insulation. (Excludes insulation products made from asbestos or urea formaldehyde). Insulated exterior water heater closet doors (in mobile homes only); (e) "Heat Pumps" including air, ground, water, exhaust-air, or solar heat pumps that do not use toxic transfer fluids; 1 Exhibit A, Page 2 of 9 Contract No. DE-MS79-95BP94646 City of Port Angeles Effective on the Effective Date (f) "Windows and Glass Doors" including multiple glazed, low-E glass, and jalousie window replacements; storm windows; double or triple pane sliding or french doors, and multiglazed insert doors; and solar glazing; (g) "Other House Tightening Measures" including insulated exterior (entrance) doors, air sealing (including caulking and weatherstripping), and duct sealing; (h) "Dehumidifiers and Whole House Ventilation Systems" including air-to-air heat exchangers, and other forms of heat-recovery ventilation; (i) "Passive Solar Design" applies to new construction only; and (j) "Clock Thermostats". 5. Commercial Sector Measures The following Measures may be installed in new or existing, or remodeled, commercial, institutional, or public buildings and facilities. Where applicable, all Measures must be Underwriter's Laboratory (UL) listed or classified. (a) Lighting Systems . removal of inefficient lamps and fixtures 11 . installation of efficient fixtures, including heat recovery fixtures, T8, and parabolic reflectors (if old fixtures are removed) 11 . installation of efficient ballasts, including electromagnetic ballasts, and high frequency electronic ballasts, if listed on the Lighting Design Lab's approved ballast list 11 ' . installation of efficient lamps (e.g., initial installation or replacement of incandescent or low efficiency mercury vapor lamps with high pressure sodium, low pressure sodium, metal halide, T8, fluorescent or low-watt fluorescent lamps), and low voltage (tungsten) lighting 11 . installation of microprocessors to control illumination levels . use of natural light and daylighting, including perimeter dimming systems, and installation of automatic dimming control systems . installation of corridor light timers, switching for selective control illumination, occupancy sensors, and self-powered exit lights 11 The disposal of any PCB-laden light ballasts shall be in accordance with Exhibit C. The disposal of mercury-containing lamps shall be in accordance with applicable Federal and State regulat~ons. 2 "'i"'~'.ro'""-i'\.","n.''''~ , ' Exhibit A, Page 3 of 9 Contract No. DE-MS79-95BP94646 City of Port Angeles Effective on the Effective Date (b) Power Systems . disconnection of lightly loaded transformers, if they are left in place . replacement of existing or proposed transformers with higher efficiency transformers. (Disposal of any PCB materials shall be in accordance with applicable Federal and State regulations.) . conversion of primary distribution systems to higher voltages . replacement (resizing) of oversized motors . replacement of existing or proposed standard efficiency motors with high efficiency motors. (Disposal of any PCB materials shall be in accordance with applicable Federal and State regulations.) . repair and/or rebuild of failed motors, resulting in more efficient motors . use of adjustable/variable speed motors and drives for pumps or fans . installation of solid-state motor drives on elevators . installation of demand-type elevator controls . installation of energy management systems (c) Building Envelope Measures . installation of wall, roof, or ceiling insulation . installation of floor, foundation (crawl space), or slab perimeter insulation . reduction of space heating loads by reducing outside air infiltration (e.g., caulking, weather stripping) . installation of window and skylight insulation (curtains) . installation of storm windows or sash-mounted storm windows . installation of low-E glass or multiple glazed windows . reduction of solar heat gain with solar film, window tints, overhangs, awnings, louvers, screens, or other shading devices . installation of storm doors or double pane sliding doors, or screen doors . replacement of existing doors with insulated doors . enclosure of loading docks with shelters and seals · installation of vestibules to reduce infiltration and exfiltration · sealing vertical shafts (e.g., elevators, stairwells) to reduce infiltration and exfiltration, and installation of air curtains (d) Heating and Air Condit.oning Measures . installation of automatic condenser cleaning · increasing evaporator and/or decreasing condenser water temperatures and modifying controls · replacement of air-cooled condensers with cooling towers · installation of spot cooling or earth cooling tubes, or roof spray systems . installation of high effi~iency air-conditioning units · installation of chiller economizers (water side), or air side t:conomizers . installation of air side heat recovery systems (ventilation air tempering, packaged systems, etc.) 3 Exhibit A, Page 4 of 9 Contract No. DE-MS79-95BP94646 City of Port Angeles Effective on the Effective Date . isolation of off-line chillers and cooling towers . prevention of simultaneous heating/cooling through use of automatic controls . reset of hot deck or cold deck temperatures using automatic controls . zone optimization of reheat systems . use of duty cycling for fan control, or installation of high, efficiency air handlers . installation of warm-up cycle controls, optimum start controls, automatic night setback/set up devices, or dead band thermostats . reduction of pump energy requirements by reducing resistance or flow rates . insulation of ducts or piping . replacement of forced air heating system with spot radiant heaters, or resistance heating with heat pumps, or installation of air, ground, or water source heat pumps . installation of pool heat recovery . conversion of existing constant volume air distribution systems to variable air volume systems . installation of energy management systems (e) Ventilation Measures . installation of CO2-controlled building ventilation or covered parking ventilation . automatically reducing ventilation during unoccupied periods . reducing minimum outside air requirements . recirculating exhau~t air using activated carbon filters . installation of vortex hoods in restaurants or separate make-up air for exhaust hoods . use of evaporative cooling of outdoor air or desiccant dehumidification . reducing fan energy consumption by reducing air flow rates and the resi~tance to air flow, or use of dual speed fans . installation of high efficiency fans with larger ductwork . installation of attic ventilation or low leakage dampers . installation of air de stratification systems (e.g., ceiling fans) . installation of outside air reset controls . automatically reducing or minimizing outside air intake by control modifications (f) Refrigeration . reset chilled water temperatures, or optimize chillers . optimize defrosting controls or capacity controls through new controls . ,increasing condensing unit efficiencies . optimize cooling tower controls (i.e., coolant or air flow modulation) using new controls . installation of variable speed chiller motors or high efficiency chillers . installation of time clocks on circulating pumps, or installation of efficient compressors . reduction of heat gains to refrigerated spaces . 'installation of efficiency of use improvements (strip curtains, etc.) 4 ~I..' <t-:~ Exhibit A, Page 5 of 9 Contract No. DE-MS79-95BP94646 City of Port Angeles Effective on the Effective Date . use of heat recovery from exhaust air, or use of thermal storage (ice, chilled water, hot water) . installation of variable speed drives on pumps . installation of floating condenser head pressure controls :(g) Domestic Hot Water Systems . insulation of hot water piping or hot water storage tanks with wraps, bottom boards, or convection loops . installation of flow restrictors, faucet aerators, and low flow showerheads to limit water use . installation of c~emical dishwashing system . use of heat recovery systems, including packaged systems, to heat water . replacement of central systems with local, tankless, point-of-use heating units . use of heat pump or solar water heating systems . installation of timers, circulating pump controls, or turning off hot water pumps during off hours . installation oftime clocks to turn off water heaters during unoccupied periods ., . installation of efficient electric water heaters (h) "Startup and Aftercare" include any activities that ensure the proper installation and/or op~ration of Measures or other items that affect energy consumption in a commercial building by achieving Conservation, or by ensuring the persistence of Energy Savings. The startup and aftercare activities can include a variety of repairs, operations and maintenance actions, and building commissioning services. (i) "Technical and Design Assistance" includes any activities necessary to recommend cost- effective Measures and to determine their potential for Energy Savings. Technical and design assistance activities encompass a variety of analytical methods, including general assistance and consultations, prescriptive paths, simple hand or computer calculations, computer simulation models, rebate lists, scale modeling, and other types of analyses. 6. Industrial Sector and Utility Systems Measures The following Measures may be installed in industrial or industrial-type facilities (e.g., sewage treatment plants), or in the Contractor's or Consumer's electric distribution system, if they do not have any extraordinary circumstances that may cause significant environmental impact: (a) "High Efficiency Motors" include installation of high efficiency electric motors, replacing existing or proposed standard efficiency motors. Disposal of any PCB containing materials shall be in accordance with applicable Federal and State regulations. (b) "AdjustableNariable Speed Drives" or "ASDNSD" include installation of drives to control motor speed to the appropriate load, thus eliminating the need for regulating 5 Exhibit A, Page 6 of 9 Contract No. DE-MS79-95BP94646 City of Port Angeles Effective on the Effective Date devices such as gear reducers, belt and pulley systems, dampers, valves, and flow restrictors for ,tailoring speed to work output. (c) "Energy Efficient Motor Rewinds" include repair and/or rebuild of a failed motor, resulting in a more efficient motor, by replacing bearings, wiring, insulation, or seals. (d) "Heat Recovery Equipment" includes installation of equipment to transfer heat to or from a liquid or gas and to or from an existing or proposed process which will offset electric or other fuel use. Y (e) "Thermal Storage" includes installation of equipment to store energy in the form of hot or cold fluids or mass to provide heating or cooling capacity for later use in a process. Y (f) "Insulation" includes installation of insulation to reduce heat transfer in a process. Insulation may not remove or disturb asbestos containing materials. The costs of asbestos disposal shall not be included in Implementation Costs by the Contractor. (g) "Process Heat Equipment" includes installation of equipment or implementation of efficiency improvements to process heating or heat distribution systems. Y (h) "Compressed Air Systems" include installation of efficiency improvements such as humidity controls, compressor changeouts, improved sequencing controls, piping upgrades, reduction of air leaks, and un loaders to existing or proposed compressed air systems. (i) "Refrigeration Systems" include replacement of existing or proposed mechanical refrigeration processes or their components with systems or components of higher efficiency. This may include more efficient compressor systems, motors, controls, heat exchangers, oil cooling, auto purgers, larger condensers, and refrigerant upgrades. All refrigerants removed must be recovered and recycled in accordance with the Clean Air Act Amendment of 1990. (j) "Customer System Efficiency Improvements" include implementation of transmission and distributipn system improvements, including transformer replacements, conductor replacement, and insulator additions and replacement. Disposal of any PCB containing materials shall be in accordance with applicable Federal and State regulations. 2/ No increase in waste streams or discharge may result. 6 ~ ,t r..". -"I Exhibit A, Page 7 of 9 Contract No. DE-MS79-95BP94646 City of Port Angeles Effective on the Effective Date (k) "Lighting" includes replacement or upgrading of existing or proposed lighting systems to reduce electrical energy use and maintain or improve light levels and quality. Disposal of PCB-containing ballasts (small capacitors) shall be in accordance with Bonneville's disposal requirements. Disposal of mercury- containing lamps shall be in accordance with applicable Federal and State regulations. (1) "Energy Management Systems" include reducing the electrical energy consumption of systems by optimizing the control of fluid flows, material handling, and controlled variables such as temperatures, pressures, scheduling, and sequencing. 'll (m) , "Material Handling" includes upgrading material handling systems by replacing pneumatic conveyors with mechanical systems, optimizing product flows, or other Measures. 'll , (n) "Power Factor Improvement" includes installation of capacitors to improve power factor and reduce line losses. Disposal of any PCB-containing materials shall be in accordance with applicable Federal, State, and local regulations. " (0) "Cooling Tower Conversion" includes installation of modifications to cooling towers to improve their efficiency, such as conversion from counterflow to crossflow co.oling, installation of "Strainer Cycle" operations to provide direct cooling, installation of high efficiency motors, adjustable speed drives, or other fan or pump control systems. 'll (p) "Pumps and Fans" include replacement, rebuilding, or modifying fans, compressors, blowers, pumps, impellers or fluid conveyance systems with energy saving units.'ll , (q) "Transformers" include replacement of existing or proposed transformers with higher efficiency transformers. Disposal of any PCB-containing materials shall be in accordance with applicable Federal, State, and local regulations. (r) "Dehumidifiers" include replacement of an existing or proposed electric dehumidification system with a more energy efficient system. 'll (s) "Furnace Upgrades" include replacement of existing furnaces with more efficient furnaces. (t) "Water Recycle Processes" include upgrading existing water recycle or reclaim processes to conserve electrical energy. 'll ". (u) "Upgrade of Elec,trolyzer Cathode and Anode Tubes" includes reconditioning and redesigning electrolyzer cathode and anode tubes in an electrochemical chlorine production facility to improve their conductivity and increase the efficiency ofthe process. ' 7J No increase in waste streams or discharge may result. , 7 Exhibit A, Page 8 of 9 Contract No. DE-MS79-95BP94646 City of Port Angeles Effective on the Effective Date (v) "Energy Efficient Drive Power".includes installation of energy efficient drive devices in place of lower efficiency equipment. Examples include mechanical systems such as high effiCiency belts, bearings, gearboxes and lubricants. (No increase in waste streams or discharge may result.) (w) "Energy Reviews" include analyses of industrial sector Conservation opportunities by qualified individuals or firms to identify Conservation implementation options, their estimated costs, and their estimated savings. The following requirements also apply to all industrial and utility systems Measures: . All industrial and utility systems Measures must comply with applicable Federal, State, and local laws, codes, and regulations. Where applicable, Measures must be Underwriter's Laboratory listed or classified. . Emissions of pollutants from industrial facilities must remain below existing permitted levels after Measures are installed or implemented. . The installation of industrial Measures shall not result in the additional discharge of hazardous or controlled materials (oils, etc.). .' Any construction associated with industrial and utility system Measures shall be within previously developed areas, and the Measures shall not affect environmentally sensitive areas, such as, but not limited to, archaeological sites, critical habitats, floocJ. plains, or wetlands. . Industrial and utility sector Measures shall not degrade the quality of the human environment. . Bonneville's historic preservation requirements shall be met. . Industrial and utility sector Measures shall not be part of an action or proposed action that may require a Federal environmental assessment or environmental impact statement. . Any PCB-containiQg materials must be disposed of in accordance with applicable Federal, State, and local regulations and Bonneville requirements. 7. Agricultural Sector Measures The following Measures may be installed in agricultural sector facilities if they do not have any extraordinary circumstances that may cause significant environmental impact. I, (a) "Sprinklers and Nozzles" include low pressure spray heads, low pressure impact sprinkler heads, low angle heads and nozzles; flow control nozzles and flow control diffusers; low pressure stainless steel, brass, or plastic nozzles; low pressure end guns and low pressure big guns; drops for spray heads, and pressure regulators. 8 -"-; or! .... ~~ ~ ,. ",~r ~"~~'" '.. '~f~~t}j Exhibit A, Page 9 of 9 Contract No. DE-MS79-95BP94646 City of Port Angeles Effective on the Effective Date " (b) "Center Pivot Sprinkler Equipment" includes pressure regulators, drop tubes, goosenecks, elbows, nipples, bushings and booms; tubing braces and harnesses; swivel fittings, hoses and hose clamps; computer assistance for the sizing of nozzles; low pressure end gun booster pumps and accessories; and electric valves essential to control operation of new low pressure equipment on comer catcl).ers. '~ (c) "Handmove and Sideroll Sprinkler Equipment" includes swing pipes, flex pipes, elbows, and sprinkler levelers necessary for offsetting. (d) "Mainline Equipment" includes thrust blocks, saddles, cones, tapers, couplers, flanges, bolts, seals, and gaskets; vacuum, pressure relief, check, drain, gate, and butterfly valves; PVC pipe, reducers, expanders, sleeves, elbows, tees, transition connectors, and risers; , steel pipe (coated and uncoated), reducers, expanders, sleeves, elbows, tees, electrolytic corrosion protection, and risers; trench digging; and fill material. Only buried mainline installations may occur, using only steel and high pressure PVC materials. U.S. Soil Conservation Service specifications for high pressure PVC (430-DD-l) and steel pipe (430-FF-I) shall be used as the basis for buried mainline replacements. '~> (e) "Turbine Pumps" includes refurbishment of bowl assemblies; new bowls, columns, and accessories; impellers; camera inspection work; removal and re-setting pumps; precipitate removal; high pressure well flushing; shaft repair; impeller trim and balancing; pump and lineshaft bearings; parts to adapt new or modified pump to motors; screens and strainers, and rust treatment of screens and strainers; headshafts, seals, new , coatings, oil tubes and shot peen; airline or well access ports; and water level gauges. ') (f) "Cen.trifugal Pumps" includes pump replacements, impellers, impeller trim and balancing; seals and packing; bearings; and screens/strainer assemblies. (g) "Motors" include new or used motors; motor bases; rewinding, baking, and rebuilding motors; adjustable speed drives for electric motors; and brushes and bearings. (h) "E~ectrical Equipment" includes panel improvements, time clo(,;ks or twist timers, and power factor correction capacitors., (i) "Suction Fittings Equipment" includes screen or strainer assemblies; piping, foot valves, flow straightener vanes and intake bells; gaskets or sealers; and smooth elbows, eccentric tapers, flanges, and couplers. G) "Discharge Fittings Equipment" includes steel piping; nuts and bolts; gaskets and sealers; glycerin-filled pressure gauges; tapered fittings and cones; check valves, smooth elbows, and tees; flanges and couplers; and discharge control valve~. (PMLAN-MPSD-W.\PMC\CliCONSERWLEX\FLEX _ EXA DOC) 9 Exhibit B, Page 1 of 12 Contract No. DE-MS79-95BP94646 City of Port Angeles Effective on the Effective Date , UNITS AND COMPLETED UNITS 1. ENERGY SAVINGS DATA SOURCES Energy Savings, in first year kilowatthours (kWh) attributable to Completed Units may be ascribed, estimated, evaluated, or verified, as described below. First year Energy Savings serves as a proxy for levelized average annual Conservation in this Agreement. -, (a) "Ascribed Energy Savings" values are based on evaluation results documented in Bonneville's November 1993 Energy Conservation Guidebook, as it was supplemented with FY 1995 Conservation Assumptions on 11/23/94, except for the values in sections 2( e) and 4(b), which are derived from 1993 and 1994 Bonneville impact evaluations. (b) "Estimated Energy Savings" values shall be based on engineering calculations. (c) "Evaluated Energy Savings" values shaH be based on ongoing or prospective Conservation impact evaluation results. (d). "Verified Energy Savings" values shall be based on the difference between single point in time, instrument-measured (metered) energy use prior to Measures being installed (the baseline energy use) and after Measures are installed. Verified Energy Savings may also include situations where the baseline energy use is estimated, while energy use after installation of Measures is measured and verified. (e) "Transmission and Distribution System Losses" are included as adjustments in all ascribed Energy Savings values in this EXhibit crediting a 7.5 percent line loss credit to the estimates of first year direct end-use savings. All estimated, evaluated, or verified Energy Savings should also be credited with a 7.5 percent line loss credit, to be added to the first year direct end-use savings. 2. WEATHERIZATION UNITS AND COMPLETED UNITS A weatherization Unit is an existing electrically heated single family residence, multifamily residence in a multifamily building, or manufactured/mobile home in w~ich at least one (1) applicable Measure from sections 2(a)(1) or 2(a)(2); 2(b)(1) or 2(b)(2); or 2(c)(I) has been installed. (a) Single Family Weatherization Units (1-4 Dwelling Unit Buildings) Measures which may be installed in a single family weatherization Unit are: (1) "Insulation Measures" as listed in section 4( d) of Exhibit A; (2) "Window Measures" including Class 40 or better multiple glazed windows, low- E glass, and storm windows; 1 .......!"~ Exhibit B, Page 2 of 12 Contract No. DE-MS79-95BP94646 City of Port Angeles Effective on the Effective Date . (3) "Glass Door Measures" including multiple glazed sliding and french doors, and multi-glazed inserts to exterior doors; (4) "Clock Thermostats, Water Heater Tank Wraps, and Water Pipe Insulation"; and A '. (5) "Other Measures" including caulking and weatherstripping (air sealing), and heat duct sealing. (b) Multifam~ly Weatperization Units (More than 4 Dwelling Units per Building) Measures which may be installed in a multifamily weatherization Unit are: (1) "Insulation Measures" as listed in section 4(d) of Exhibit A; (2) "Glazing Measures" including Class 40 or better multiple glazed windows, low- E glass, and storm windows; and multiple glazed sliding and french doors, and multi-glazed inserts to exterior doors; and (3) "Other Measures" including water heater tank wraps, water pipe insulation, caulking and weatherstripping (air sealing), heat duct sealing, and clock thermostats. (c) Manufactured/Mobile Home Weatherization Units Measures which may be installed in a mobile home weatherization Unit are: I (1) "Insulation Measures" including attic, interior/exterior roof, floor, and wall insulation. (Mechanical ventilation, heat duct insulation/sealing, and air sealing are required.); and (2) "Other Measures" including insulated exterior water heater closet doors, clock thermostats, dehumidifiers, hydronic pipe insulation, air sealing; and replacement of jalousie windows, or other windows, with 0.40 prime windows. (d) Completed Weatherization Units (1) Single Family and Multifamily Weatherization Completed Units Single family and multifamily weatherization Units become Completed Units when their Measures have been installed, and inspections have been completed by the Contractor, in a manner generally consistent with Exhibit C, Item 1; Exhibit D, Item 1; Exhibit X, Item 1, Parts I, II, and III; ExhibitX, Item 2, Parts I, II, and III; ExhibitX, Item 3, Part I; Exhibit X~Item 4, Parts I, II, III, and IV; and Exhibit X, Item 9 (as applicable), of Bonneville's 10/30/93 Amendatory Agreement No.3 of the Residential Weatherization Conservation Acquisition Agreement. Measures shall be installed only in single family and multifamily 2 Exhibit B, Page 3 of 12 Contract No. DE-MS79-95BP94646 City of Port Angeles Effective on the Effective Date residences meeting the eligibility criteria of section 11 of the 10/30/93 Amendatory Agreement No. 3 of the Residential Weatherization Agreement. (2) Manufactured/Mobile Home Weatherization Completed Units Manufactured/mobile home weatherization Units become Completed Units when their Measures have been installed, and inspections have been completed by the Contractor, in a manner generally consistent with Exhibit F, Item 1; Exhibit G, Item 1; Exhibit X, Item 2, Parts IV and V; Exhibit X, Item 3, Part II; Exhibit X, Item 4, Part VI; and Exhibit X, Items 13 and 14, as applicable, of Bonneville's 10/30/93 Amendatory Agreement No.3 ofthe Residential Weatherization Conservation Acquisition Agreement. Measures shall be installed only in ' manufactured/mobile homes meeting the eligibility criteria ~f section 12 of the 10/30/93 Amendatory Agreement No.3 of the Residential Weatherization -Conservation Acquisition Agreement. (e) Ascribed First Year kWh Energy Savings (per dwelling unit) Single family weatherization Completed Units with at least two of the following three Insulation Measures (attic/roof, wall, or floor insulation) and one or more section 2(a)(2) Window Measures; or with each of those three Insulation Measures with one of the following three Insulation Measures (attic/roof, wall, or floor insulation) and at least one of the section 2(a)(2) Window Measures, or with two of those three Insulation Measures . with one of the following three Insulation Measures (attic/roof, wall, or floor insulation), or one or more of the section 2(a)(2) Window Measures ' additional Energy Savings credit for hydronic pipe or water pipe insulation additional Energy Savings credit for heat duct insulation and sealing additional Energy Savings credit for section 2(a)(3) Glass Door Measures additional Energy Savings credit for clock thermostats additional Energy Savings credit for water heater wraps additional Energy Savings credit for caulking and weatherstripping Multifamily (more than 4 dwelling,units per building) weatherization Completed Units with one or more of the following Insulation Measures (attic/roof, wall, or floor insulation) and one or more section 2(b)(2) Glazing Measures with two or more of the following Insulation Measures (attic/roof, wall, or floor insulation) or two or more of the section 2(b )(2) Glazing Measures with only one o~the following Insulation Measures (attic/roof, wall, or floor insulation) or only one of section 2(b)(2) Glazing Measures additional Energy Savings credit for water heater tank wraps additional Energy Savings credit for water pipe insulation (directly affected dwelling units only) additional Energy Savings credit for caulking and weatherstripping and/or heat duct insulation/sealing additional Energy Savings credit for clock thermostats 3 2550 kWh 1700 kWh 850 kWh 600 kWh 150 kWh 400 kWh 600 kWh 750 kWh 300 kWh 1500 kWh 1125 kWh 750 kWh 750 kWh 400 kWh 200 kWh 400 kWh . Exhibit B, Page 5 of 12 Contract No. DE-MS79-95BP94646 City of Port Angeles Effective on the Effective Date (b) Ascribed First Year kWh Savings One (1) Efficient Water Heater Completed Unit 216 kWh 5. SHOWERHEAD UNITS AND COMPLETED UNITS A showerhead Unit is either: (a) an existing single family or multifamily residence with an el(ectric water heating system in which all feasible showerheads with a flow rating less efficient than 2.5 gallons per minute (gpm) are replaced with energy efficient showerheads, and faucet aerators are installed on bathroom and kitchen faucets where possible; or (b) an energy efficient showerhead installed in a nonresidential building replacing a showerhead with a flow rating less efficient than 2.5 gpm. Qualifying showerheads and faucet aerators must meet the standards of Exhibit X, References 15 and 22 (if installed in Washington State) of Bonneville's 10/1/93 Amendatory Agreement No. 4 of the Residential Conservation Agreement. (c) Completed Showerhead Units Showerhead Units become Completed Units when the showerheads and aerators are directly installed by the Contractor or when the Contractor receives proof of installation documentation from Consumers or their representatives. (d) Ascribed First Year kWh Savings Residential Building Showerheads (kWh savings per residence) one (1) Contractor-installed 2.0 gpm showerhead Completed Unit one (1) Consumer~installed 2.0 gpm showerhead Completed Unit one (1) Contractor-installed 2.5 gpm showerhead Completed Unit one (1) Consumer-installed 2.5 gpm showerhead Completed Unit 462 kWh 366 kWh 296 kWh 237 kWh Nonresidential Building Showerheads (kWh savings per showerhead) one (1) 2.0 gpm showerhead Completed Unit one (1) 2.5 gpm showerhead Completed Unit 312 kWh 194 kWh 6. NEW RESIDENTIAL BUILDING SHELL UNITS AND COMPLETED UNITS A new residential building shell (NRBS) Unit is a new single family residence or multifamily residential building constructed to a level of energy efficiency greater than that specified in the 1991 Northwest Power Planning Council Model Conservation Standards. It generally meets the equivalent of Long- Term Super Good Cents Program technical specifications for building shells and envelopes (selected portions of Chapters 1,2,3, and 4 of the 1/1/94 Revision I of Exhibit X, , Reference 3, and the 1/1/94 Revision I of Exhibit X, Reference 20, of Bonneville's 10/30/93 Amendatory Agreement No.4 of the Residential Conservation Agreement). 5 . Exhibit B, Page 4 of 12 Contract No. DE-MS79-95BP94646 City of Port Angeles Effective on the Effective Date Manufactured/mobile home weatherization Completed Units with at least two of the section 2(c)(I) Insulation Measures and one or more section 2(c)(2) Other Measures with one of the section 2(c)(1) Insulation Measures and one or more section 2(c)(2) Other Measures with only one of the section 2( c)(1) Insulation Mea~ures 2000 kWh 1350 kWh 675 kWh 3. RESIDENTIAL LIGHTING UNITS AND COMPLETED UNITS Residential lighting Units are fluorescent, compact fluorescent, high and low pressure sodium, and metal halide lamps or light bulbs, installed in single family or multifamily residences, interior common areas of multifamily residential buildings, or single family or multifamily residential exterior and parking areas by the Contractor or Consumer. Residential lighting Unit lamps and light bulbs shall be generally consistent with the lamps and light bulbs specified by the 1/1/94 Revision No.1 of Reference 3, Appendix A, Chapter 4, of the Bonneville Long-Term Super Good Cents Program, Exhibit X, of the 10/1/93 Amendatory Agreement No. 4 of the Residential Conservation Agreement. (a) Completed Residential Lighting Units Residential lighting Units become Completed Units when directly installed by the Contractor or when the Contractor receives proof of purchase documentation from Consumers or their representatives. (b) 'Ascribed First Year kWh Savings compact fluorescent light bulbs, installed in residences (excludes common area/kitchen lighting systems) residential interior common area/kitchen lighting systems single family residential exterior/parking area lighting multifamily residential exterior/parking area lighting multifamily building common area lighting 39 kWh per light bulb 108 kWh per residence 108 kWh per residence 108 kWh per fixture Use engineering estimates 4. EFFICIENT RESIDENTIAL WATER HEATER UNITS AND COMPLETED UNITS Efficient residential water heater Units are qualifying electric water heaters purchased by Consumers or builders to replace nonqualifying electric water heaters in new or existing single family, manufactured/mobile, or multifamily residences located in the Contractor's service area. Qualifying water heaters must meet the standards of section 2.7 of the 1/1/94 Revision 1 of Exhibit X, Reference 3; and Exhibit X, Reference 15; of Bonneville's 10/1/93 Amendatory Agreement No.4 of the Residential Conservation Agreement. (a) Completed Efficient Residential Water Heater Units Efficient Residential Water Heater Units become Completed Units when the Contractor inspects and verifies the installation or when the Contractor receives proof of purchase documentation from Consumers or their representatives. 4 <, 'f ~."..,~, ,.." ,~'t . ~'Hq :::.; ':';-fr~J'Y; , r ~~ \{...;-. t \ '",,-'" ~. '" Exhibit B, Page 6 of 12 Contract No. DE-MS79-95BP94646 City of Port Angeles Effective on the Effective Date (a) Completed New Residential Building Shell Units NRBS Units become Completed Units when the building plans and design have been ~ reviewed and qualified, the Measures installed, and inspections have been completed by the Contractor, in a manner generally consistent with the building shelVenvelope requirements of Chapters 1,2,3, and 4 of the 1/1/94 Revision 1 of Exhibit X, Reference 3; and the 1/1/94 Revision 1 o.fExhibit X, Reference 20; of Bonneville's 10/1/93 Amendatory Agreement No.4 ofthe Residential Conservation Agreement. (b) Ascribed First Year kWh Savings (excludes savings from water heaters, thermostats, or other non-envelope Measures--these are envelope savings only) single family NRBS Completed Units 1853 kWh per building duplex NRBS Completed Units 2150 kWh per building triplex NRBS Completed Units 2258 kWh per building fourplex/fiveplex NRBS Completed Units 2688 kWh per building multifamily (six (6) or more residences per building) NRBS Completed Units 538 kWh per residence 7. HEAT-RECOVERY VENTILATION UNITS AND COMPLETED UNITS A heat-recovery ventilation Unit is a new single family residence or multifamily residence in a "new multifamily building with a qualifying air-to-air heat exchanger or exhaust-air heat pump system generally meeting the requirements of heat-recovery ventilation systems in the Long- Term Super Good Cents Program (Chapter 3 of Appendix A of the 1/1/94 Revision 1 of Exhibit X, Reference 3, of Bonneville's 10/30/93 Amendatory Agreement No.4 of the Residential Conservation Agreement). (a) Completed Heat-Recovery Ventilation Units Heat-recovery ventilation Units become Completed Units when: (1) air-to-air heat exchangers have been installed in New Residential Building Shell Completed Units, and the requirements of section 3.1, Chapter 3, of Appendix A of the 1/1/94 Revision 1 of Exhibit X, Reference 3, of Bonneville's 10/30/93 Amendatory Agreement No.4 of the Residential Conservation Agreement have been met, and inspections have been completed by the Contractor; or (2) exhaust-air heat pumps have been installed in new residences with electric water and/or space heating, and the requirements of section 3.2, Chapter 3, of Appendix A of the 1/1/94 Revision 1 of Exhibit X, Reference 3, of Bonneville's '10/30/93 Amendatory Agreement No.4 of the Residential Conservation Agreement have been met, and inspections have been completed by the Contractor. 6 Exhibit B, Page 7 of 12 Contract No. DE-MS79-95BP94646 City of Port Angeles Effective on the Effective Date (b) Ascribed First Year kWh Savings (per residence) Each Completed Unit with: Air-to-Air Heat Exchangers with Prescriptive Advanced Air Leakage Control if <1300 ff and at least 55 percent heat recovery efficiency if> 1301 ff and at least 65 percent heat recovery efficiency 968 kWh 2086 kWh Exhaust-Air Heat Pumps and Electrically-Heated Water and Space Heat if a single family residence . if a duplex (per residence) if a triplex or other multifamily residence (per residence) 3687 kWh 1844 kWh 922 kWh Exhaust-Air Heat Pumps and Electrically-Heated Water if a single family residence if a duplex (per residence) if a triplex or other multifamily residence (per residence) 2612 kWh 1306 kWh 654 kWh 8. SUB-SLAB INSULATION UNITS AND COMPLETED UNITS A sub-slab insulation Unit is a single family or multifamily NRBS Completed Unit with additional sub-slab insulation generally meeting the requirements of sections 5.2 and 5.3, Chapter 5, of Appendix A of the 1/1/94 Revision 1 of Exhibit X, Reference 3, of Bonneville's 10/30/93 Amendatory Agreement No.4 of the Residential Conservation Agreement. (a) Completed Sub-Slab Insulation Units Sub-slab insulation Units become Completed Units when the requirements of sections 5.2 and 5.3, Chapter 5, of Appendix A of the 1/1/94 Revision 1 of Exhibit X, Reference 3, of Bonneville's 10/30/93 Amendatory Agreement No.4 of the Residential Conservation Agreement have been met, and inspections have been completed by the Contractor. (b) Ascribed First Year kWh Savings single family or multifamily completed units 1.6 kWh per square foot 9. COMMERCIAL SECTOR UNITS AND COMPLETED UNITS A commercial Unit consists of one or more commercial sector Measure(s) as listed in Exhibit A, or as specifically approved by Bonneville through the procedures identified in Exhibit C, which: (a) are committed to by the Contractor for installation in a Consumer's existing, remodeled or new commercial, institutional, or public building or facility, through a Contractor implementation agreement with that Consumer prior to Measure installation; or (b) under consideration by the Contractor for payment to a Consumer, or Consumer's representative, after the Consumer's installation of eligible Measures in the Consumer's existing, remodeled, or new commercial, institutional, or public building or facility. 7 ~..~~ Exhibit B, Page 8 of 12 Contract No. DE-MS79-95BP94646 City of Port Angeles Effective on the Effective Date (c) Completed Units Commercial Units become Completed Units when their Measures have been installed or implemented, in a manner generally consistent with Bonneville's 10/1/93 Amendatory Agreement No.1 of the Commercial Resource Acquisition Agreement (the Long Term Energy Smart Design Program Agreement), and approved for payment by the Contractor. (d) First Year kWh Savings Crediting the Project with commercial sector Energy Savings can be complicated. The commercial sector contains a diverse mix of large and small buildings and a wide variety of building-specific functions and end uses. The techniques used to account for commercial sector Energy Savings could include ascribed, estimated, evaluated, or verified savings valuation methods. Therefore, the Parties agree to review different applicable commercial sector Energy Savings valuation methods prior to execution of this Agreement, and to select one or more efficient and appropriate methodes) for use under this Agreement. The selected methodes) shall be documented and attached to this Exhibit prior to the offer of this Agreement to the Contractor. A default method of crediting Energy Savings for commercial Completed Units shall be to credit the Project with Energy Savings equal to 70 percent of the engineering estimates of energy savings used in the analysis of the buildings receiving Measures under this Agreement. Selection of this default method shall be documented as described above in an attachment to this Exhibit prior to offer of the Agreement. Notwithstanding the method of estimating Energy Savings selected by the Parties, Energy Savings for commercial Completed Units shall be credited from a baseline condition only. For new commercial buildings, or for existing commercial buildings where code obviously applies, the baseline shall be: (I) the 1987 Model Conservation Standards Equivalent Code (MCS-87), or a local building code that meets or exceeds the MCS-87; or (2) standard building practice that meets or exceeds the above; or (3) standard building practice where no local code or MCS-87 applies to the Measure being considered; or (4) the proposed building design that exceeds any of the above. The baseline for existing commercial buildings where no code applies shall be the condition of the building at the time that Measures are applied to it. 8 Exhibit B, Page 9 of 12 Contract No. DE-MS79-95BP94646 City of Port Angeles Effective on the Effective Date 10. . INDUSTRIAL SECTOR AND UTILITY SYSTEM SITE-BASED UNITS AND COMPLETED UNITS An industrial/utility system site-based Unit consists of one or more industrial sector and/or utility systems Measures as listed in Exhibit A, or as specifically approved by Bonneville through the procedures identified in Exhibit C, which are: Ja) (b) (c) (d) committed to by the Contractor for installation in a Consumer's existing, expanding, or new industrial or industrial-type facility, or electric distribution system, meeting the "Project Eligibility Criteria" of Exhibit G, Item I, of Bonneville's Energy Savings Plan (ESP) Industrial Conservation Agreement, through a Contractor's contract with that Consumer prior to Measure installation, or implemented by the Contractor in the Contractor's electric distribution system. Completed Units Site-based Units become Completed Units when their Measures have been installed and inspected, and the Energy Savings have been verified by the Contractor, in a manner generally consistent with section 13, Item 3, Exhibit B ofBonneville'~ ESP Industrial Conservation Agreement. Verified First Year kWh Savings The Energy Savings for site-b'ased Completed Units will be based on verified or verifiable savings, calculated in a manner generally consistent with section 13, Item 3, Exhibit B, of Bonneville's ESP Industrial Conservation Agreement. If Bonneville reviews the Contractor's verified savings methods and results and finds Energy Savings for a site-based Completed Unit to be less than ninety (90%) percent of those calculated by the Contractor for that Completed Unit, Bonneville may use the results of its review to adjust the Project Energy Savings at the end of the Implementation Period to account for that difference for the Completed Unit which was reviewed. This could affect the Contractor's potential payment to Bonneville for underdelivery of Energy Savings. 11. MOTOR UNITS AND COMPLETED UNITS A motor Unit is one (I) qualifying high efficiency motor purchased by a residential, commercial, industrial, or industrial-type Consumer. Qualifying motors are those which meet the minimum efficiency standards described in the 2/94 revision to the motor rebate efficiency table found in Exhibit D, Item 2, of Bonneville's ESP Industrial Conservation Agreement. At the Contractor's discretion, efficient motor Measures may be accounted for and credited with Energy Savings as site-based Completed Units instead of motor Completed Units. 9 ,~ \f ~.: 1- Exhibit B, Page 10 of 12 Contract No. DE-MS79-95BP94646 City of Port Angeles Effective on the Effective Date (a) Completed Units Motor Units become Completed Units when the Contractor approves payment to the Consumer, Consumer's representative, or the Contractor's R~presentative. Each motor ,Unit shall be accounted for as one (1) Completed Unit even ifthe Contractor combines several motor Units into one payment to a Consumer or motor vendor. - (b) Estimated First Year kWh Savings The Energy Savings for motor Completed Units will be based on the values in columns one through seven ofthe Option 2 Table and kWh savings formula in Exhibit D, Item 3, of the Bonneville ESP Industrial Conservation Agreement signed by Tacoma on 8/27/93. 12. INDUSTRIAL LIGHTING UNITS AND COMPLETED UNITS . An industrial lighting Unit consists of one or more existing or proposed lighting system replacements, or upgrades purchased by an industrial-type Consumer. Industrial lighting Units , shall be gererally consistent with Exhibit D, Item 5, of Bonneville's ESP Industrial Conservation 'Agreement. In Washington State, new construction industrial lighting systems shall be twenty (20) percent more efficient than the baseline lighting power density values displayed in Table 1 of Bonneville's 10/1/94 Energy Smart Design Program Agreement Incentive Calculation Worksheet. At the Contra'ctor's discretion, efficient industrial lighting Measures may be accounted for and credited with Energy Savings as site-based Completed Units instead of industrial lighting Completed Units. (a) Completed Units Industrial lighting Units become Completed Units when the Units have been approved for payment by the Contractor to the Consumer or Consumer's representative. (b) Estimated First Year kWh Savings The Energy Savings for industrial lighting Completed Units will be based on Exhibit D, Item 5, Table 2, and Item 6, Tables 1,2, and 5, of Bonneville's ESP Industrial ,Conservation Agreement. 13. TRANSFORMER UNITS AND COMPLETED UNITS A transformer Unit consists of one (1) amorphous core single phase transformer meeting the maximum load and no-load loss criteria presented by ExhibitD, Item 8, of Bonneville's ESP Industrial Conservation Agreement. At the Contractor's discretion, efficient transformer Measures may be accounted for and credited with Energy Savings as site-based Completed Units instead o( transformer Completed Units. (a) Completed Units Transformer Units become Completed Units wh~n purchased, if owned by the Contractor, or when the Contractor approves payment to a Consumer for a Consumer- owned transformer Unit. 10 Exhibit B, Page 11 of 12 Contract No. DE-MS79-95BP94646 ' City of Port Angeles _ Effective on the Effective Date (b) Estimated First Year kWh Savings The Energy Savings for transformer Completed Units will be based on columns one and four of the table in Exhibit D, Item 8, of Bonneville's ESP Industrial Conservation Agreement. 14. ENERGY REVIEW UNITS AND COMPLETED UNITS Energy review Units consist of analyses of industrial sect~r and utility system Conservation opportunities by qualified individuals or firms to identify Conservation implementation options, their estimated costs, and their estimated Energy Savings, performed generally consistent with Item 3, Exhibit C, of Bonneville's ESP Industrial Conservation Agreement. Energy review Units may also include industrial o~ utility system site-based Unit propos~ls. (a) Completed Units Energy review Units become Completed Units when the studies are approved and paid for by the Contractor. '(b) First Year kWh Savings, , No Energy Savings are credited to energy review Completed Units. 15. HEAT PUMP BUILDING SHELL UNITS AND COMPLETED UNITS Heat pump building shell Units are single family and multifamily residences using alternative fuels (heat pumps) that are located in Washington State and built to the Washington State Energy Code electric resistance path. (a) Completed Units \ Heat pump building shell Units become Completed Units when the residences have been qualified and inspected by the Contractor and found to be consistent with the electric resistance path of the Washington Energy Code, or the Contractor has accepted the local code inspector's verification that the heat pump residences were built to the Washington State Energy Code electric resistance path. , (b) Ascribed First Year kWh Savings (per residence) Single family heat pump building shell Completed Units Multifamily heat pump buildiDg shell Completed UnIts 3488 kWh 1236 kWh 11 Exhibit B, Page 1 ~ of 12 Contract No. DE-MS79-95BP94646 City of Port Angeles Effective on the Effective Date A TT ACHMENT TO EXHIBIT B COMMERCIAL SECTOR ENERGY SAVINGS VALUATION METHOD The Parties have reviewed different applicable commercial sector Energy Savings valuation methods and have selected a modified, customer-specific version of the default method for crediting Energy Savings to the Project for commercial Completed Units. Energy Savings will be credited equal to 76.5 percent of the engineering estimates of energy savings used in the analysis of the buildings receiving Measures under the Agreement. This factor is based on the fact that almost all Port Angeles commercial buildings are electrically-heated, most have no air conditioning, and interior lighting Measures in conditioned space are expected to comprise approximately 85-90% of the Port Angeles commercial Completed Units. ( The 76.5% yield rate was derived by multiplying a base 85% yield rate by a 90% lighting interaction factor to account generally for the interaction between electric space heating and interior lighting. It was assumed that no substantive change would occur in the modeling methods and assumptions presently used by Port Angeles in preparing engineering estimates of the energy savings resulting from Measures to be installed in commercial buildings under this Agreement. Specifically, it was assumed that Port Angeles would not use a lighting-space heating interaction factor when preparing the base engineering estimates to which the 76.5 percent adjustment would be made for purposes of reporting and crediting Port Angeles with Energy Savings from commercial Completed Units. To do so would adjust twice for the same lighting interactions with electric space conditioning. {PMLAN-MPSD-W.\PMC\CT\CONSERV\FLEX\FLEX_EXB.DOC) 12 Exhibit C, Page 1 of 5 Contract No. DE-MS79-95BP94646 CitY of Port Angeles Effective on the Effective Date " ENVIRONMENTAL REQUIREMENTS 1. ENVIRONMENTALLY REVIEWED AND APPROVED MEASURES All environmentally reviewed and approved Measures are listed by sector in Exhibit A. Listed Measures in the residential, commercial, industrial, and utility systems sectors do not require additional environmental review by Bonneville if, in Bonneville's judgment, they do not have any extraordinary circumstances that may cause significant environmental impacts. Proposed Measures that are not listed in Exhibit A or may cause significant environmental impacts must receive additional environmental review and approval prior to the Contractor installing or implementing them in this Project. 2. RESIDENTIAL SECTOR REQUIREMENTS Indoor Air Quality (IAQ) The Contractor shall provide all participating residential Information weatherization Consumers with information on indoor air pollutant sources and practical steps for reducing pollutant concentrations (e.g., Bonneville's Energy-efficient Homes and Indoor Air Quality brochure). Mobile Home IAQ All mobile homes receiving insulation Measures shall have a Reauirements mechanical whole house ventilation svstem installed. Historic Preservation The Contractor shall comply with the Historic Preservation requirements referenced in Exhibit G of this Agreement. 3. COMMERCIAL SECTOR REQUIREMENTS The commercial sector environmental requirements are contained in a Bonneville document entitled Environmental Requirements - Commercial Conservation Programs, New and Existing Buildings. Those environmental requirements apply to all commercial sector Measures listed in Exhibit A. The current Environmental Requirements are hereby incorporated by reference into this Agreement. 4. ENVIRONMENTAL REVIEW AND APPROVAL PROCEDURES Measures which are not listed in Exhibit A or which may cause significant environmental impact shall undergo environmental review and approval by Bonneville prior to the Contractor implementing or installing them under this Agreement. Bonneville shall determine: ( a) if a proposed Measure can be approved according to an existing NEP A document or categorically excluded under a new categorical exclusion. Notification will be mailed from Bonneville within sixty (60) Workdays after receipt from the Contractor of completed pages 3, 4, and 5 ofthis Exhibit; or (b) if further environmental review is required. If Bonneville determines that a Federal environmental assessment or environmental impact statement is necessary, due to the impacts of the proposed Measure, the proposed Measure may not be approved under this Agreement. Notification of the need for further environmental review will be mailed 1 "".._" - -' ._-.-' (f--'-~~' -'~~ . - F'';.. i"'f';;I:~'~frr~"'GJ ;:',~ iM'~ Exhibit C, Page 2 of 5 Contract No. DE-MS79-95BP94646 City of Port Angeles Effective on the Effective Date from Bonneville within sixty (60) Workdays after receipt from the Contractor of completed pages 3, 4, and 5 of this Exhibit. 5. COMMERCIAL AND INDUSTRIAL SECTOR LIGHTING REQUIREMENTS ,(a) Indoor High Pressure Sodium (HPS) lighting applications shall be limited to: (1) buildings such as warehouses and parking garages, and (2) high bay areas (lights 20 feet or more above the floor surface). These installations must ensure that: (3) warning signs and danger signals will be illuminated b) light sources with good color rendition such as incandescent, color improved HPS, fluorescent, or metal halide lights; (4) stroboscopic effects are minimized in areas with rotating machinery when the flicker index is 0.1 or less by having luminaries alternately wired on three-phase systems (see 1984 Illuminating Engineering Society (IES) Lighting Handbook, Reference Volume, pages 8-51); and (5) areas involving high visual demand activities include supplementary lighting with good color rendition 'at specific task levels, and/or at least one incandescent, fluorescent, or metal halide fixture for each HPS fixture (corresponding fixtures shall have similar lumen output). (b) Low pressllre sodium (LPS) lamps shall not be installed indoors, except as approved in writing on a case-by-case basis by Bonneville. (c) Disposal of ballasts containing polychlorinated biphenyls (PCB's) shall be in accordance with Bonneville's 11/93 light ballast disposal requirements. 2 } Exhibit C, Page 3 of 5 Contract No. DE-MS79~95BP94646 City of Port Angeles Effective on the Effective Date Request for Measure Environmental Approval Date: Measure description and location: (Check one) o Existing CX; or o New CX If existing, list the applicable category/categories or Measures below: BONNEVILLE USE ONLY o o o This proposed Measure is not Categorically Excludable. Bonneville 0 WILL I 0 WILL NOT undertake additional environmental review. This Measure is Categorically Excludable according to the existing Categorical Exclusions and will be added to Exhibit A. This Measure is approved under a new Categorical Exclusion and will be added to Exhibit A: Date of new CX: . Title of new CX: Approved By: Title: Date: District Office Contact: Comments: 3 Exhibit C, Page 4 of 5 Contract No. DE-MS79-95BP94646 City of Port Angeles Effective on the Effective Date ENVIRONMENTAL EFFECTS INFORMATION Name and address of the Consumer (if applicable), and location of proposed Measures: Measure(s): Answers to the questions below are required to determine the type of environmental documentation and review which may be needed before the proposed Measure(s) can be approved. This information is requested under the National Environmental Policy Act, National Historic Preservation Act, and their implementing regulations. In preparing answers to the environmental questions, the Contractor may have to consult with agencies and experts. The Contractor shall provide the names and addresses of all persons and agencies consulted. Yes No 1. 0 2. 0 0 3. 0 0 4. 0 0 5. 0 0 6. 0 0 7. 0 0 8. 0 0 9. 0 0 o Is any building affected by the proposed Measures 45 or more years old? If yes, contact Bonneville for further details. (A "yes" answer to this question does NOT mean that the proposed Measures will be eliminated from consideration. It means that coordination with the State Historic Preservation Officer may be required.) Will the proposed Measures involve any construction or alterations leading to the expansion of the present building(s) or new development on a previously undeveloped area? Will the proposed Measures require development or construction activities within the boundaries of the IOO-year flood plain or will it affect wetlands (any wetted area, e.g., bogs, mud flats, swamps, potholes, ponds)? Will the proposed Measures alter present land use at or near their site? Will the proposed Measures result in or alter use/discharge/disposal of air emissions, water, solid, or liquid waste? If yes, provide additional details under a separate heading. _ Will the proposed Measures affect fish and wildlife resources? Will the proposed Measures require the Contractor to notify or obtain permits from Federal, State, or local government agencies or planning offices? Will the proposed Measures affect any other activities or areas besides those previously mentioned, either directly or indirectly, including environmental quality, health and safety (e.g., indoor air quality, noise, drainage, hazardous waste, toxic substances)? Will the proposed Measures involve replacement of any lighting equipment ilstalled prior to 1978? 4 Exhibit C, Page 5 of 5 Contract No. DE-MS79-95BP94646 City of Port Angeles Effective on the Effective Date APPLICABLE ENVIRONMENTAL PERMITS Proposed Measures: Consumer (if applicable): Address (and location of the proposed Measures): List of All Relevant Environmental Permits I A Type of A I Date of A r . fA I Expiration Date S ssume; .e;ency .nnrova .ppllcatIon .pprova or tatus Signature: Title: Date: (PMLAN-MPSD-W.\PMC\CTlCONSERWLEX\FL&X_EXC DOC) 5 Exhibit D, Page 1 of 1 Contract No. DE-MS79-95BP94646 City of Port Angeles Effective on the Effective Date IMPLEMENTATION BUDGET AND ENERGY SAVINGS COMMITMENT The Implemen,tation Budget for Fiscal Years 1995 through 1999 shall equal $1,236,104. Such budget authority shall remain in effect for the Implementation Period, and shall be used for Implementation Costs consistent with this Agreement. Any revisions to the Implementation Budget shall be made pursuant to section 4(a) or 4(c). The Contractor shall use the Implementatiqn Budget to produce a total quantity of cumulative Energy Savings, which shall be delivered to Bonneville by the end of the Implementation Period. This Energy Savings Commitment shall equal a minimum of 2,868,000 first year kilowatthours of Energy Savings. Any revisions to this Energy Savings Commitment shall be made pursuant to section4(a), 4(c), or 17(b). .(PMLAN-MPSD-W'\PMC\CliCONSERV\FLEX\FLEX _ EXD DOC) 1 Exhibit E, Page 1 of 4 Contract No. DE-MS79-95BP94646 City of Port Angeles Effective on the Effective Date ' RECORDKEEPING REQUIREMENTS 1. GENERAL REQUIREMENTS (ALL SECTORS) (a) The Contractor shall maintain, and make available to Bonneville upon request, all or any portion of the Project records and supporting documents for Bonneville oversight, Energy Savings verification, financial audit, and evaluation purposes, consistent with Consumer confidentiality requirements of applicable State laws. (b) The Contractor shall keep all records produced as a result of implementing this Agreement until the later ofthree (3) years after the termination date of this Agreement, or the notification by Bonneville that an audit of Project financial records has been completed, or the notification that a Bonneville-directed program process and/or impact evaluation has been completed, or that Bonneville has decided that such evaluations will not be performed. Bonneville shall initiate any financial audit or evaluation no later than three (3) years after the termination date. (c) The information to be maintained in the Contractor's records for all Units and Completed Units. shall include the following: (1) a list noting equipment removed or disconnected, identified by project and site (This may not be practical for all Measures for which rebates are paid); (2) a list of Measures installed, and payments made by the Contractor; (3) the number and location of the Measures installed (This may not be practical for all Measures for which rebates are paid); and (4) an accounting of any supplemental funding (as defined in section 6(a) of the Agreement) or additional Contractor funding (as defined in section 6(b) of the Agreement) applied to a Completed Unit, including repayments by Consumers. (d) The Contractor shall also comply with the following recordkeeping requirements: (1) Project records shall be established and maintained in accordance with generally accepted accounting and technical or engineering principles consistently applied, and in conformance with applicable laws and Federal ,regulations, including the provisions of the Privacy Act of 1974. (2) Records which are applicable to this Agreement shall be separately identifiable from records pertaining to other Bonneville Conservation programs or other Conservation programs or projects in which the Contractor may be involved. 1 "':;;,:r:"'t~i; "'l-t',3!J'r':>~" . <':,J'tt~~i>l'.;slW&(~-;:;:;~~ l~ ,.... ~ Exhibit E, Page 2 of 4 Contract No. DE-MS79-95BP94646 City of Port Angeles Effective on the Effective Date 2. ADDITIONAL RESIDENTIAL SECTOR REQUIREMENTS The additional information to be maintained in the Contractor's residential sector records shall include the following: (a)- Weatherization Units and Completed Units .:. '(1) energy audit or energy analysis data (if applicable), inCluding building or residence age (for site-built homes), name of the analyst, and the date of the analysis; - (2) occupant name, address, and account number, by residence, and the homeowner's or homeowner's designee's name and address, if different from the occupant; (3) the electric consumption records for the 12-month period preceding the energy audit or analysis for each residence (if applicable), except for those residences served by a master electric meter, which shall be noted in the records; (4) the electric consumption records for the 12-month period following the inspection of the residence, except for those residences served by a master meter, which shall be noted in the records; (5) the date of inspection, inspection checklist, name of the inspector, and a list of the Measures installed in the residence; and \ ' (6) the installation contractor's bid, and the actual payments made by the Contractor for the Measures installed in the weatherized residence. (b) Efficient Water Heater Units and Completed Units (1) the name and address of the residence where installed; (2) a notation of whether the residence is a new or existing residence; and (3) the water heater size, brand, and model number. (c) Showerhead Units and Completed Units (1) the installation date and name and address of the residence where installed; (2) a notation whether the residence is a single family, multifamily, or mobile home residence; 2 Exhibit E, Page 3 of 4 Contract No. DE-MS79-95BP94646 City of Port Angeles Effective on the Effective Date (3) the number of showerheads installed, and a 'notation regarding receipt of the old showerhead, if the new showerheads are Consumer-installed; ,(4) the brand and model number and gallons per minute rating of the installed showerheads;and (5) the number of faucet aerators installed. (d) New Residential Building Shell Units and Completed Units (1) the building plan takeoffs if a W A TTSUN analysis or equivalent model was used to qualify the building; , (2) the Contractor's completed inspection checklist, including a list of additional Measures installed in the building; and (3) documentation of indoor air quality information distribution. 3. ADDITIONAL COMMERCIAL SECTOR REQUIREMENTS , 'The additional information to be maintained in the Contractor's commercial sector records for commercial Units and Completed Units shall include the following:' (a) electrical billing records of buildings that receive the commercial services, to the extent permitted by laws. Billing records shall be for the one (1) year period before installation of Measures for retrofit buildings, and for the nyo (2) years following occupancy, or installation or implementation of Measures, for all buildings (i.e., new or existing buildings ); (b) building-specific technical information such as energy analysis calculations, building design assistance reports (or their equivalent), and correspondence concerning the Units or Completed Units, including invoices and payment requests for equipment, and engineering, design, or installation costs, and Consumer agreements (rebates, site-based payments, design assistance agreements, etc.). Lighting power budgets (if required) and environmental documents shall also be maintained in the records; (c) identifying information such as the name of the building owner/manager, name of the business, site address, mailing address, type of business, and Contractor's billing or electrical service account number; and (d) building characteristics information such as the size of the building, fuels used, and descriptions of primary energy-using systems. 3 ~'lY'-"i:"(,..?f' ;:~::~t;??r':~:.If ";..::~ .. Exhibit E, Page 4 of 4 Contract No. DE-MS79-95BP94646 City of Port Angeles Effective on the Effective Date ' 4. ADDITIONAL INDUSTRIAL SECTOR AND UTILITY SYSTEM REQUIREMENTS The additional information to be maintained in the Contractor's records for all industrial sector and utility system Units and Completed Units shall include the followi~g (if applicable): (a) the name and address of the industry, or location of the utility system Units or Completed Units, and the industrial or utility system project manager's name; (b) the four-digit Standard Industrial Classification (SIC) Code for the industry; (c) a description of the Units or Completed Units and their Energy Savings; (d) the billing history (for at least one (1) year) of the industry, and for utility system Units, if possible, the relevant electric distribution system electrical load and/or loss data; (e) the Contractor's payment records for the Measure(s), Unites), or Completed Unites), which shall include at least the appropriate proof( s) of purchase if rebates to Consumers are used by the Contractor; and , (f) a copy of the inspection, completion, or similar report used by the Contractor to justify payment. Such report shall include at least the complete documentation of the Energy Savings verification test or savings calculation for th~ Units or Completed Units, including all supporting data and documents. ' (PMLAN-MPSD-W \PMC\CliCONSERV\FLEX\FLEX_EXE DOC) 4 .' Exhibit F, Page 1 of 1 Contract No. DE-MS79-95BP94646 City of Port Angeles Effective on the Effective Date REPORTS AND INVOICES Reports and Invoices included in this Exhibit F are listed below. Item 1. Item 2. Item 3. Progress Report Quarterly Report Part 1. Quarterly Implementation Costs Part 2. Cumulative Project Costs Part 3. Energy Savings Report Bonneville Invoice 1 "~ ',1' . -~ - .~ Exhibit F, Item 1, Page 1 of 1 Contract No. DE-MS79-95BP94646 City of Port Angeles Effective on the Effective Date Item 1. Progress Report City of Port Angeles Conservation Project FOR THE PERIOD BEGINNING I I --- AND ENDING I I 1. SF Weatherization 2. MF Weatherization 3. Mobile Home Weatherization 4. Residential Lighting 5. Efficient Resid. Water Heaters 6. Showerheads 7. New Residential Building Shells 8. Heat-Recovery Ventilation Units 9. Sub-Slab Insulation Units 10. Commercial Units-New Buildings Commercial Units-Existing Buildings 11. IndustriallUtility Site-based Units 12. Motors 13. Industrial Lighting 14. Transformers 15. Energy Reviews 16. Heat Pump Resid. Building Shells Residential Sector Commercial Sector Industrial/Utility System Sector General Project Costs Total, This Period Actual Costs of Units (progress Payments) and Completed Units Billable to BP A, This Period $ :':.':.:.:::.:::.':.::':::':.':.'::;::::;::::::::.;.::l:::.;::.l.::;.l.ll::.ll:.::l::.::..:.:....:...:.. ................ ..::' .:::;~::::;::!i:j!:i:ii;ii;::fi:;:~:~;::::.:.:.:.:.:.:...... ..:......::::.:::::::::::::::::::::::::..... . ........... :::::i:i:i:i::::::.;::::::::.~:::::::i::::::::::::..:::.i:':::;:':::::::;:i;;:;:;;;:;:::::i::;:::::::;::~;;::!:::::::i:;:::;:i::i:ii:::::: :::::::::;;::..:::.:: :::::. :;::::;;;;::;;:;;:~i;;:::;:~.;:~~I~:;;i~i:::!:::!i::ii~r::: :::::;:;;;:;:::;;;::::::.;;:.;.:::;::.: ............................. .. ....................... :.:::.:.:::::.::::::::::::;:::;i::;:~;::::;:i::;;;:i;;;;;:::;::;;:j:i:;;i:i;~:::i::::t..:::.:;::::':::":;:::::::::::::::::::: $ 1 Actual Administrative Costs Billable to BP A, This Period $ $ i Exhibit F, Item 2, Part 1, Page 1 of 1 Contract No. DE-MS79-95BP94646 City of Port Angeles Effective on the Effective Date Item 2. Quarterly Report _ Part 1. Quarterly Implementation Costs City of Port Angeles Conservation Project Actual Costs of Actual F9R THE QUARTER ENDING: Completed Units Units Billable to Administrative Costs / / Produced BP A 1/ Billable to BPA I. SF Weatherization $ $ 2. MF Weatherization - 3. Mobile Home Weatherization 4. Residential Lightinl! 5. Efficient Resid. Water Heaters 6. Showerheads: Contractor-installed, 2 gpm Consumer-installed, 2 l!om Contractor installed, 2.5 l!pm Consumer-installed, 2.5 gpm 7. New Residential Building Shells 8. Heat-Recovery Ventilation Units 9. Sub-Slab Insulation Units 10. Commercial Units-New Buildings Commercial Units-Existing Buildings I II. IndustriallUtility Site-based Units 12. Motors 13. Industrial Lighting 14. Transformers I 15. Energy Reviews 16. Heat Pump Resid. Building Shells .. ..........:.;.. ". Residential Sector :':::;::::,::::::::::,:1'::::',:::::::,:,:,::::':::::,:.::::.:.:.:.:1::..... .: : .. .......................... . """. . ..:.:.::.:..~.:..::::::..:....::.:;:;:::::::::.:;:::;ji:;:;r Commercial Sector ..:..::.:......r::......:....:...::..:....1...... IndustriallUtility System Sector ......:.........:.:....+.....~.. .:.....:..:.... ......... " > " . .. .............. .: .....:.:.::::...:.....,':.;.:;.:.::::::j::.;.;:;:;:;:. " . ... :::::::::::.*:::::::p11~:~:1:1:~~:::~:~:::~:~:~:~:~:;:~:~:~:~'~~~:~~~~~~l:~~~~~~~~:~:~ General Proiect Costs '.:::::::::::::::::::.::::::::.:.:.::.:.:..:.:.:::.:.:.:::::::::::::::::::::::::::::::::::::. Total, This Quarter '. ....::.....:....::......:...:.:......::....:::::..:......:.... $ $ ....... .......:.. .~., .'. ..... '. ......:.. ........... 11 Actual costs of Units (progress payments) and Completed Units. 1 ,''''<~ ~'~'- ~;~..,"J~. \;;' f. "N~)r,;"'0"-"ft~W~l',,:~"" Exhibit F, Item 2, Part 2, Page 1 of 1 Contract No. DE-MS79-95BP94646 City of Port Angeles Effective on the Effective Date Item 2. Quarterly Report / Part 2. Cumulative Project Costs , City of Port Angeles Conservation Project Actual Costs of Actual IMPLEMENTATION PERIOD, Completed Units Units Billable to Administrative Costs THROUGH: / / Produced BPA111 Billable to BP A I. SF Weatherization $ $ 2. MF Weatherization 3. Mobile Home Weatherization 4. Residential Lighting 5. Efficient Resid. Water Heaters 6. Showerheads: Contractor-installed, 2 gpm Consumer-installed, 2 gpm Contractor installed, 2.5 gpm Consumer-installed, 2.5 gpm 7. New Residential Building Shells 8. Heat-Recovery Ventilation Units 9. Sub-Slab Insulation Units 10. Commercial Units-New Buildings Commercial Units-Existing Buildings II. IndustriallUtility Site-based Units 12. Motors 13. Industrial Lighting 14. Transformers 15. Energy Reviews 16. Heat Pump Resid. Building Shells Residential Sector : ~ , ......: . , ":.':" Commercial Sector / .::::.:.::.:.1.1::,'..::.:....:....1.:.:.1...1:1.:::::.1::::::::::::::::.1.1:..::....::.:1:1.:: ~:~ ,'.,' ':' '" '.. '.,". ...:..... '~'. IndustriallUtilitv Svstem Sector :'. ~ ~ ~. .. .. . .. General Proiect Costs ~ijjl~:iijj;li111jlj1111111111;11111;~11;1;1;;;1:1:1;1;1;;;1;111111jjjl11111111111111111111;1;:: / Total, throue:h / / ,:;:;.;:;:;t::'::::;:;:;:;:;:;;:;:;:::;:;.::;:;:;:;.:.;.:::';:;:;:;,;,;:;:::;:;:,;";,;:;.,, $ $ 11 Actual costs of Units (progress payments) and Completed Units. 1 Exhibit F, Item 2, Part 3, Page 1 of 1 Contract No. DE-MS79-95BP94646 City of Port Angeles Effective on the Effective Date Item 2. Quarterly Report Part 3. Energy Savings Report City of Port Angeles Conservation Project Energy Savings !I Cumulative Energy for the Quarter Ending: Savings !I for the Implementation Completed Units / / Period 1. SF Weatherization 2. MF Weatherization 3. Mobile Home Weatherization 4. Residential Lighting 5. Efficient Resid. Water Heaters 6. Showerheads: Contractor-installed, 2 gpm Consumer-installed, 2 gpm Contractor installed, 2.5 gpm Consumer-installed, 2.5 gpm 7. New Residential Building Shells 8. Heat-Recovery Ventilation Units 9. Sub-Slab Insulation Units 10. Commercial Units-New Buildings Commercial Units-Existing Buildings 11. IndustriallUtility Site-based Units 12. Motors 13. Industrial Lighting 14. Transformers , I 15. Energy Reviews ~;~~~~~;1;1~~1~~1;;~~~~~~;iii~iiii~~~~;~~~~~~j~;~i~~~;~;~;~;~l~~~~;l~~~~~:::':::~:::::~~~:l~~~~l~l~~l~l~l~l~1~1~l~11~~ 11111~1~111111~1~11i~iii11~i~i~~~i~~~1~11111~111i~~1~t::':~~~1~11111111:~:;::ff::::;~1111111111~1~lilif:i~i~ili~111~1~111111~iii11~~;i:~:~~~~;:~:;~1~ 16. Heat Pump Resid. Building Shells I Total EnerIIT Savin!!s 11 First-year kilowatthours. 1 , , .. Date: / / Exhibit F, Item 3, Page 1 of 1 Contract No. DE-MS79-95BP94646 City of Port Angeles Effective on the Effective Date Invoice No. Item 3. Bonneville Invoice I. CONTRACTOR NAME AND ADDRESS: City o~Port Angeles, Light Department, P.O. Box 1150,321 East 5th, Port Angeles, W A 98362 2. CONTRACTOR BANK ADDRESS AND BANK ACCOUNT: Bank account number American Bankers Association 9-digit routmg number 3. PAYMENT REQUEST: Total payment requested (from Progress Report): $ 4. CONTRACTOR'S CERTIFICATION: Actmg as a duly authorized representative of the Contractor, I hereby certifY that the information contained in the Progress Report and the amount requested on this Invoice are true, correct, and complete A report is attached describing all previous amounts received under applicabl~ Consumer agreements for all progress payments included in the Payment Request presented in 3, above By Name (Prmt/Type) Title Date 5. BONNEVILLE'S CERTIFICATION: I certIfy that the Invoice receIved on ----1----1_ was found acceptable on ----1----1----> that the terms of the Agreement have been complied with, and that payment is authorized Special accounting instructions By Bonneville Power Administration Contracting Officer's Technical Representative Name (prmt/Type) Date FY ORG , I OBJ ACTV PL6 AMOUNT $ (PMLAN-MPSD- W:\PMC\CliCONSERV\FLEX\FLEX_EXF DOC) . Exhibit G, Page 1 of 5 Contract No. DE-MS79-95BP94646 City of Port Angeles Effective on the Effective Date STATUTORY AND EXECUTIVE ORDER REQUIREMENTS 1. CONTRACT WORK HOURS AND SAFETY STANDARDS ACT (40 U.S.C. 327 et seq.) (a) No Contractor or subcontractor contracting for any part of the contract work, which may require or involve the employment of laborers or mechanics, shall require or permit any such laborers or mechanics, in any workweek in which the individual is employed on such work, to work in excess of 40 hours in such workweek, unless such laborer or mechanic receives compensation at a rate not less than 1-1/2 times the basic rate of pay for all hours worked in excess of 40 hours in such workweek. (b) In the event of any violation of the provisions set forth in section l(a) of this Exhibit, the Contractor and any subcontractor responsible therefor shall be liable for the unpaid wages. In addition, such Contractor and subcontractor shall be liable to the United States for liquidated damages. Such liquidated damages shall be computed, with respect to each individual laborer or mechanic employed in,violation of the provisions set forth in section l(a) ofthis Exhibit, in the sum of$10 for each calendar day on which such individual was required or permitted to work in excess of the standard workweek of 40 hours without payment of the overtime wages required by provisions set forth in section l(a) of this Exhibit. (c) The Contracting Officer shall, upon his or her own action or upon written request of an authorized representative of the Department of Labor, withhold, or cause to be withheld, from any moneys payable on account of work performed by the Contractor or subcontractor under any such contract or any other Federal contract subject to the Contract Work Hours and Safety Standards Act which is held by the same prime Contractor, such sums as may be determined to be necessary to satisfy any liabilities of such Contractor or subcontractor for unpaid wages and liquidated damages as provided in section 1 (b) of this Exhibit. ' 2. CONVICT LABOR (Executive Order No. 11755, Dec. 29, 1973) In connection with the performance of work under this Agreement, the Contractor or any subcontractor agrees not to employ any person undergoing sentence of imprisonment except as otherwise provided by law. 3. EQUAL OPPORTUNITY (Executive Order No. 11246, Sept. 24, 1965) (a) If, during any 12-month period (including the 12 months preceding the award of this Agreement), the Contractor has been or is awarded nonexempt Federal contracts and/or subcontracts that have an aggregate value in excess of $25,000, the Contractor shall comply with sections 3(b)(I) through 3(b)(11) below. Upon request, the Contractor shall provide information necessary to determine the applicability of this clause. (b) During performing this Agreement, the Contractor agrees as follows: (1) The Contractor shall not discriminate against any employee or applicant for employment because of race, color, religion, sex, or national origin. .'~'-~::7~ ~~~~r~~-'< r""~~""~.""~;'"F~~- . Exhibit G, Page 2 of'5 Contract No. DE-MS79-95BP94646 City of Port Angeles Effective on the Effective Date (2) The Contractor'shall take affirmative action to ensure that applicants are employed, and that employees are treated during employment, without regard to their race, color, religion, sex, or national origin. Such action shall include, but not be limited to: (A) employment; (B) upgrading; (C) demotion; (D) transfer; (E) recruitment or recruitment advertising; (F) layoff or termination; (G) rates of payor other forms of compensation; and (H) selection for training, including apprenticeship. (3) The Contractor shall post in conspicuous places, available to employees and applicants for employment, the notices to be provided by the Contracting Officer that explain this clause. (4) The Contractor shall, in all solicitations or advertisement for employees placed by or on behalf of the Contractor, state that all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, or national origin. (5) The Contractor shall send, to each labor union or representative of workers with which the Contractor has a collective bargaining agreement or other contract or understanding, the notice to be provided by the Contracting Officer advising the labor union or workers' representative of the Contractor's commitments under this clause, and post copies of the notice in conspicuous places available to employees and applicants for employment. (6) The Contractor shall comply with Executive Order No. 11246, Sept. 24, 1965 (30 FR 12319), as amended, and the rules, regulations and order of the Secretary of Labor. (7) The Contractor shall furnish to the contracting agency all information required by Executive Order No. 11246, as amended, and by the rules, regulations, and orders of the Secretary of Labor. Standard Form 100 (EEO-l), or any successor form, is the prescribed form to be filed within 30 days following the award, unless filed within 12 months preceding the date of the award. (8) The Contractor shall permit access to its books, records and accounts by the contracting agency or the Office of Federal Contract Compliance Programs (OFCCP) for purposes of investigation to ascertain the Contractor's compliance with such rules, regulations, and orders. (9) If the OFCCP determines that the Contractor is not in compliance with this clause or any rule, regulation, or order of the Secretary of Labor, this Agreement may be canceled, terminated, or suspended in whole or in part and the Contractor may be declared ineligible for further government contracts, under the procedures authorized in Executive Order No. 11246, as amended. In addition, sanctions may be imposed and remedies invoked against the Contractor as provided in Executive Order No. 11246, as amended, the rules, regulations, and orders of the Secretary of Labor, or as otherwi~e provided by law. 2 . Exhibit G, Page 3 of 5 Contract No. DE-MS79-95BP94646 City of Port Angeles Effective on the Effective Date (10) The Contractor shall include the terms and conditions of sections 3(b)(1) through 3(b)(II) of this clause in ~very subcontract or purchase <;>rder that is not exempted by the rules, regulations, or orders of the Secretary of Labor issued under Executive Order No. 11246, as amended, so that these terms and conditions will be binding upon each subcontractor or vendor. (11) The Contractor shall take such action with respect to any subcontract or purchase order as the contracting agency may direct as a means of enforcing these terms and conditions, including sanctions for noncompliance: Provided, that if the Contractor becomes involved in, or is threatened with, litigation with a subcontractor or vendor as a result of any direction, the Contractor may request the-government to enter into the litigation to protect the interest of the United States. (c) Notwithstanding any other clause in this Agreement, disputes relative to this clause will be governed by the procedures in 41 CFR 60-1.1. 4. CERTIFICATION OF NON-SEGREGATED FACILITIES (48 CFR 22.810) (a) The Contractor certifies that it does not and will not maintain or provide for its employees any segregated facilities at any of its establishments, and that it does not and will not permit its employees to perform their services -at any location under its control where segregated facilities are maintained. The Contractor agrees that a breach of this certification is a violation of the Equal Opportunity Clause of this Exhibit. (b) The Contractor further agrees that it will: (1) obtain identical certifications from proposed subcontractors prior to the award of subcontracts exceeding $10,000 which are not exempt from the provisions of the Equal Opportunity Clause; (2) retain such ' certifications in its files; and (3) forward the following notice to such proposed subcontractors, except where the proposed subcontractors have submitted identical certifications for specific time periods: "Notice to Prospective Subcontractors of Requirement for Certifications of Non- segregated Facilities. "A Certification of Non-segregated Facilities must be submitted prior to the award of a subcontract under which the subcontractor will be subject to the Equal Opportunity clause. This certification may be submitted either for each subcontract or for all subcontracts during a period (i.e., quarterly, semiannually, or annually)." 5. OFFICIALS NOT TO BENEFIT (41 V.S.C. 22) No member of or delegate to Congress, or resident commissioner, shall be admitted t6 any share or part of this Agreement or to any benefit arising from it. 3 w' Exhibit G, Page 4 of 5 Contract No. DE-MS79-95BP94646 City of Port Angeles Effective on the Effective Date 6. CONTRACTOR'S OBLIGATIONS NOT GENERAL OBLIGATIONS OF THE UNITED STATES (16 U.S.C. 839(j)) None of the offerings of obligations or promotional materials for such obligations, which may be offered by the Contractor to fund its activities pursuant to this Agreement shall be construed to be general obligations of the United States, nor are such obligations intended to be or are they secured by the full faith and credit of the United States. ) , 7. SMALL BUSINESS ACT (15 U.S.C. 631 and 15 U.S.C. 637) (a) It is the policy of the government that small business concerns owned and controlled by socially and economically disadvantaged individuals shall have the maximum practicable opportunity to participate in the performance of contracts let by any Federal agency. (b) The Contractor hereby agrees to carry out this policy in the awarding of subcontracts to the fullest extent consistent with the efficient performance of this Agreement. The Contractor further agrees to cooperate on any studies or surveys conducted by the United States Small Business Administration or awarding agency of the government as may be neces~ary to determine the extent of the Contractor's compliance with this clause. (c), As used in this Agreement the term "small business concern" shall mean a small business as defined in section 3 of the Small Business Act (15 U.S.C. 632) and its implementing regulations. The term "small business concerns owned and controlled by socially and economically disadvantaged individuals" shall mean a small business cOQcern: (I) which is at least 51 percent owned by one or more socially disadvantaged individuals; or, in the case of any publicly owned business, at least 51 percent of the stock is owned by one or more socially or economically disadvantaged individuals; and (2) whose management and daily business operations are controlled by one or more of such individuals. The Contractor shall presume that socially and economically disadvantaged individuals include Black Americans, Hispanic Americans, Native Americans, Asian Pacific Americans, and other minorities, or any other individual found to be disadvantaged by ~ the Administration pursuant to section 8(a) of the Small Business Act. (d) Contractors acting in good faith may rely oil written representations by their subcontractors regarding their status as either a small business concern. 8. OTHER STATUTES, EXECUTIVE ORDERS, AND REGULATIONS The Contractor agrees to comply with the following statutes, executive orders, and regulations to the extent applicable: ' (a) False claims Act, 31 U.S.C. 3729, et seq. Whoever makes or presents to any person or officer in the civil, military, or naval service of the United States, or to any department or agency thereof, any claim upon or against the United States, or any department or agency 4 I" -" Exhibit G, Page 5 of 5 Contract No. DE-MS79-95BP94646 (::ity of Port Angeles Effective on the Effective Date thereof, knowing such claim to be false, fictitious, or fraudulent, shall be fined not more than $10,000 or imprisoned not more than 5 years, or both; (b) Rehabilitation Act of 1973, as amended, (29 V.S.C. 793), Executive Order No. 11758, Jan. 15, 1974, and the regulations ofthe Secretary of Labor (41 CFR Part 60-741, et seq.), which concern affirmative action for handicapped workers; (c) Vietnam Era Veterans Readjustment Assistance Act of 1972,38 V.S:c. 101, 102,240, 241, 1502, 1504, 1507, as amended, and the clauses contained in 41 CFR 60,;,250, et seq., concern affirmative action for disabled veterans and veterans of the Vietnam Era; (d) Executive Order No. 11625, Oct. 13, 1971, and implementing regulations which concern utilization of small disadvantaged business concerns; (e) Anti-Kickback Act, 41 V.S.C. 51 et seq.; (f) Privacy Act of 1974,5 V.S.C. 552a; and (g) National Historic Preservation Act of 1966, 16 V.S.C. 470 et seq., its implementing regulations, and the August 23, 1983, Programmatic Memorandum of Agreement between Bonneville and the Advisory Council on Historic Preservation. (PMLAN-MPSD-W \PMC\CT\CONSERV\FLEX\FLEX_EXG I)oC) 5 " -- , '11 ... City of Port Angeles Generic Conservation Flexibility Contract Energy Savipgs Commitment and Implementation Budget Calculations Prepared by Frank Brown Seattle Customer Service Center BP A Northwest Sales and Customer Service District Initially prepared--11/14/94; Revised--l1/15/94 and 1/9/95; Further Revised--1/1 0/95; Finalized--2/21/95 Energy Savings Commitment Calculation Energy Smart Design [($614,300/1.12)/24 mills] x 110 x 0.85 realization/yield rate x 0.90 lighting interaction factor = 1,923,100 first year kwh. Plus $27,000 added on 2/21/95 (see Cheri Sayer-MES e-mail of 2/8/95 to Shannon Greene-MES and Joni Leiding-MES). $27,000 added to ESD = 84,540 additional first year kwh Energy Savings Plan $5,025 of transformer rebates distributed evenly across 15 kV A, 37.5 kV A, and 50 kV A distribution system transformers = (thirteen 15 kV A transformers @ 282 kwh) + (thirteen 37.5 kV A transformers @ 470 kwh) + (twelve 50 kV A transformers @ 754 kwh) = 18,800 first year kwh. Waterwise Port Angeles has no Waterwise contract or budget ~lJthority. Weatherwise See 2/9/95 letter from Ken Maike to Frank Brown-MES. We reduced the original $500,000 budget for Weatherwise to $450,000 per Ken's letter. On 2/22/95, Ken and Frank Brown agreed to what that $450,000 would produce in the FY 95 Weatherwise Program, as shown below. $450,000/FY 94 average unit cost of $1565 = 288 units @ [(50% three measure jobs @ 2550 kwh + 50% two measure jobs @ 1700 kwh)/2] = 612,000 first year kwh. Efficient Water Heaters 204 water heaters x 216 kwh = 44,100 first year kwh. -- ... :' ~, Low Flow Showerheads 85 showerheads (consumer-installed) @ 366 kwh each = 31,100 first year kwh. New Residential Building Shells Single Family Units: 35 Completed Units x 1853 kwh = 64,900 first year kwh. Duplexes, Triplexes, 4-plexes, 5-plexes': 15 Completed Units averaging 2258 kwh = 33,900 first year kwh. Apartments (sixplexes and up): 6 Completed Units x 538 kwh = 3,200 first year kwh. Total: 64,900 + 33,900 + 3,200 = 102,000 first year kwh. Heat Pump Building Shells 15 single family Completed Units x 3488 kwh = 52,300 first year kwh Total Expected kwh from the Existing Contracts to be Inactivated: 2,867,940 first year kwh Proposed Energy Savings Commitment: 2,868,000 first year kwh Implementation Budget Calculation Total Remaining FY 95 Budget Authority in Existing Contracts to be Inactivated: Energy Smart Design Energy Savings Plein Weatherwise Water Heaters Showerheads New Residential Building Shells Heat Pump Building Shells $641,300 $5,025 $450,000 $15,219 $850 $110,210 $13,500 Total $1,236,104 Proposed Implementation Budget: $1,236,104 Proposed Section 17(a) Underachievement Factor: $1,236,104/2,868,000 kwh = $ 0.43 per first year kwh. , . , . ".. J _.- ..' Weatherization Units and Measures - Flexibility Agreement 2(a)(1 ) Single Family Weathenzation Units (1-4 Unit BUilding) 2(a)(2) 2(a)(3) 2(a)(4) 2(a)(5) Insulation Measures Attic Insulation Intenor/Exterior Roof Insulation Wall Insulation Penmeter Insulation Knee Wall Insulation Underfloor Insulation Hydronic Pipe Insulation Heat Duct Insulation Window Measures Multi~glazed Windows (class 40 or better) , Low E Glass Storm Windows Glass Door Measures Multi-glazed Sliding Door Multi-glazed French Door Multi-glazed Insert Door Clock Thermostats Water Heater Wraps Water Pipe Insulation Other Measures Caulking & Weatherstnpplng (air sealing) Heat Duct Sealing Multi-Family Weathenzation Units (5+ Unit BUilding) 2(b)(1 ) 2(b)(2) 2(b )(3) Mobile Homes 2(c)(1 ) 2(c)(2) Insulation Measures Attic Insulation Intenor/Exterior Roof Insulation Wall Insulation Perimeter Insulation Knee Wall Insulation Underfloor Insulation Hydronic Pipe Insulation Heat Duct Insulation Glazing Measures Multi-glazed Windows (class 40 or better) Low E Glass Storm Windows Multi-glazed Sliding Door Multi-glazed French Door Multi-glazed Insert Door Other Measures Water Heater Wraps Caulking & Weatherstripping (air sealing) Heat Duct Sealing , Clock Thermostat Water Pipe Insulation Insulation Measures Wall Insulation Attic/Roof Insulation Floor Insulation Note: Mechanical ventilation, heat duct insulation/sealing and air sealing are required when installing Insulation Measures in Manufactured/Mobile Homes. Other Measures Insulated Exterior Water Heater Closet [)oors Clock Thermostats Dehumidifiers \., Hydronic Pipe Insulation Air Sealing Jalousie Window Replacement Window Replacement (class 40 or better) u \genflxwz xis f.-i . .x' . ,.6- Unit 1m! , Flexibilitv Aareement Existina Residential Ascribed First Year kWh Enerav Savin as ,.,.' Single Family 2550 kWh (1-4 Units) Ascribed kWh Savmqs Associated Measure Installation Install all Three Insulation Measures Attic/Roof Insulation Wall Insulation Floor Insulation Measure [E] Single Family 1700 kWh (1-4 Units) Single Family 850 kWh (1-4 Units) Single Family 2550 kWh (1-4 Units) Install any Two Insulation Measures (Attic/Roof Insulation ~ Wall Insulation Floor Insulation ~ Install any One Insulation Measure Attic/Roof Insulation Wall Insulation Floor Insulabon ~~ Install at least two Insulation Measures ~AttIC/ROOf Insulation and Install at least one Window Measure- Walllnsulabon ~ Floor Insulabon ~ ~ IAny 1 of Thp~p {~Multl-glaZed Windows ~ Low E Glass Storm Windows Single Family (1-4 Units) Install one Insulation Measure and Install one Window Measure (Attic/Roof Insulation fArlY1l-~ Wall Insulation ~ Floor Insulation IplUS I ~ (Multi-glazed Windows Any 1 of ~ Low E Glass These Storm Windows Single Family (1-4 Units) 1700 kWh 850 kWh Install any One Window Measure (Multi-glazed Windows ~~ Low E Glass , Storm Windows Single Family (1-4 Units) 600 kWh 150 kWh 400 kWh 600 kWh 750 kWh 300 kWh Additional Energy Savmgs Hydronlc Pipe or Water Pipe Insulation Heat Duct Insulation and Heat Duct Sealing Glass Door Measures 2(a)(3) Clock Thermostats Water Heater Wrap Caulklna and Weatherstnoolna 750 kWh 1125 kWh Install One Insulation Measure Attic/Roof Insulation Wall Insulation Floor Insulation I Any 11 Install any Two Insulation Measures Attic/Roof Insulabon Wall Insulation Floor Insulation ~~ Mulb-Famlly (5+ Units) IAny 11 750 kWh Install any One Glazing Measure {Multi-glazed Windows (class 40 or better) Low E Glass storm Windows Multi-glazed Sliding Door Multi-glazed French Door Multl-olazed Insert Door Multi-Family (5+ Units) , 1125 kWh Install at least Two Glazing Measures ~{MUltl-glazed Windows (class 40 or better) Low E Glass I Any 21 storm Windows Mulb-glazed Sliding Door Multi-glazed French Door Multl-qlazed Insert Door Multi-Family (5+ Units) 1500 kWh Install at least One Insulation Measure IAttlC/Roof Insulation and Install at least One Glazing Measure Wall Insulation ~ _____- Floor Insulabon ~--- IPlus I (Multi-glazed Windows (class 40 or better) ~ Low E Glass storm Windows Multi-glazed Sliding Door Multi-glazed French Door Multl-qlazed Insert Door IAny 1 of IThese I Multi-Family (5+ Units) 400 kWh 200 kWh 400 kWh 750 kWh Additional Energy Savings Water Pipe Insulation Heat Duct Insulation/Sealing and/or Caulking and Weatherstnpplng Clock Thermostats Water Heater Wrao Manufactured/ 675 kWh Install any One Insulation Measure (AttiC/ROOf Insulation Mobile Home ~~ Wall Insulation \ Floor Insulation Manufactured/ 2000 kWh Install at least Two Insulation Measures ~ Attic/Roof Insulation Mobile Home and Install at least One Other Measure Wall Insulation ~___ Floor Insulation , Any 2 Note: Mechamcal ventilation, !Plus I ( Insulated Extenor Water Heater Closet Doors heat duct sealinglinsulation and Clock Thermostats air sealing are reqUired when rAny 1 of l .. Dehumidifiers ' Installing Insulation Measures In These l Hydronlc Pipe Insulation Air Sealing Manufactured/Mobile Homes, JalOUSie Window Replacement Window Reolacement (class 40 or better) Manufactured/ Mobile Home 1350 kWh Install One Insulation Measure IAlllc/ROOf Insulation and Install at least One Other Measure Wall Insulation ~ _____ Floor Insulation ~- I Plus I ( Insulated Extenor Water Heater Closet Doors Clock Thermostats rAny 1 of l ~ Dehumidifiers, I These Hydronlc Pipe Insulabon -- Air Sealing JalOUSie Window Replacement Window Reolacement (class 40 or beller) u \genftxwz xls 5. ~UJ5 ~ Department of Energy Bonneville Power Administration POBox 3621 Portland, Oregon 97208-3621 POWER BUSINESS LINE March 25, 1997 In reply refer to: PSW1700 Ken Maike, Conservation Manager City of Port Angeles P.O. Box 1150 Port Angeles, W A 98362 Dear Ken: Enclosed are revisions to your Conservation Resource Acquisition Agreement (Contract No. DE- MS79-95BP94646). These revisions are being offered will be executed according to Section 18( c) and 20(b) and (c) of the Agreement. The enclosed revisions are: Exhibit B, (Revision No.2) Exhibit F, Item 1 (Revision No.2) Exhibit F, Item 2, Part 1 Revision No.2) Exhibit F, Item 2, Part 2 (Revision No.2) Exhibit F, Item 2, Part 3 (Revision No.2) Changes to Exhibit B * The Energy Efficient Heat Pump Unit was revised to include climate zone specific and corrected Energy Savings values, and to add ground source heat pump Energy Savmgs. * The Residential Lighting Unit was revised to make it clearer that this Umt is for both new and existing residences. * Non-residential showerheads were removed from the Showerhead Unit and made into a separate unit. * The Energy Efficient New Manufactured Home Umt was revised to include the requirement of a certified crew for installation. * To distinguish the former Transformer Unit from the new SIlicon Steel Core Transformer Unit, the former Unit was retitled Amorphous Core Transformer Umt. Additions to Exhibit B * Non-Residential Showerhead * Non-ReSidential Aerator * Residential Aerator * Electronic Line Voltage Thermostat * Duct Doctoring * Solar Water Heating 2 '" * Switch Hitter * Conservation Voltage Reduction * Silicon Steel Core Transformer Units. Exhibit F This was revised to include a line item for each additional Unit. Both copies of Exhibit B should be signed by you. Please retain one copy of each document for your files and return one to Marylou Macias at: 1601 Fifth Avenue, Suite 1000, Seattle, WA 98101-1670. If you choose to sign Exhibit B, the units which were added to this Exhibit will be effective as of the date indicated within the Unit, as that is when they were first offered to other utilities in our Area. Please accept our apologies for the delay in processing these changes to your contract. If you have any questions regarding these revisions, please contact Marylou at (206) 216-4224. Sincerely, eLL~ Charles W. Forman, Jr. Account Executive Enclosures "' Revision 2 Exhibit B, Page 1 of 21 Contract No. DE-MS79-95BP94646 City of Port Angeles Effective on the Date of Execution of this RevisIOn UNITS AND COMPLETED UNITS 1. ENERGY SAVINGS DATA SOURCES Energy Savings, in first year kilowatthours (kWh) attributable to Completed Units may be ascribed, estimated, evaluated, or verified, as described below. First year Energy Savings serves as a proxy for levelized average annual Conservation in this Agreement. (a) "Ascribed Energy Savings" values are based on evaluation results documented in Bonneville's November 1993 Energy Conservation Guidebook, except those in sections 2(e) and 4(b), which are from Bonneville impact evaluations published during 1994. (b) "Estimated Energy Savings" values shall be based on engineering calcula tions. (c) "Evaluated Energy Savings" values shall be based on ongoing or prospective Conservation impact evaluation results. (d) "Verified Energy Savings" values shall be based on the difference between single point in time, instrument-measured (metered) energy use prior to Measures being installed (the baseline energy use) and after Measures are installed. Verified Energy Savings may also include situations where the baseline energy use is estimated, while energy use after installation of Measures is measured and verified. (e) "TransmIssion and DIstribution System Losses" are not included in the ascribed Energy Savings values in this Exhibit. All estimated, evaluated, or verified Energy Savings should be credited wIth a 7.5 percent line loss credit, to be added to the first year direct end-use savmgs when reportmg Energy Savings. 2. WEATHERIZATION UNITS AND COMPLETED UNITS A weatherization Unit is an existing electrically heated single family residence, multifamily residence in a multifamIly building, or manufactured/mobile home in which at least one (1) applicable Measure from sections 2(a)(1) or 2(a)(2); 2(b)(1) or 2(b)(2); or 2(c)(1) has been mstalled. (a) Single Family Weatherization Units (1-4 Dwelling Unit Buildings) Measures which may be installed m a single famIly weatherization Unit are: Revision 2 ExhIbit B, Page 2 of 21 Contract No. DE-MS79-95BP94646 City of Port Angeles Effective on the Date of Execution of this Revision , .. (1) "Insulation Measures" as listed in section 4(d) of Exhibit A; (2) "Window Measures" including Class 40 or better multiple glazed windows, low-E glass, and storm windows; (3) "Glass Door Measures" including multiple glazed sliding and french doors, and multi-glazed inserts to exterior doors; (4) "Clock Thermostats, Water Heater Tank Wraps, and Water Pipe Insulation"; and (5) "Other Measures" including caulking and weatherstripping (air sealing), and heat duct sealing. (b) Multifamily Weatherization Units (More than 4 Dwelling Units per Building) Measures which may be installed in a multifamily weatherization Unit are: (1) "Insulation Measures" as listed in section 4(d) of Exhibit A; (2) "Glazing Measures" including Class 40 or better multiple glazed windows, low-E glass, and storm windows; and multiple glazed sliding and french doors, and multi-glazed inserts to exterior doors; and (3) "Other Measures" including water heater tank wraps, water pipe insulation, caulking and weatherstripping (aIr sealing), heat duct sealing, and clock thermostats. (c) ManufacturedlMobile Horne Weatherization Units Measures which may be installed in a mobile home weatherization Unit are: (1) "Insulation Measures" including attic, interior/exterior roof, floor, and wall insulatIOn (mechanical ventIlatIOn, heat duct insulation/sealing, and air sealing are required); and . (2) "Other Measures" including insulated exterior water heater closet doors, clock thermostats, dehumIdifiers, hydronic pipe insulation, and replacement of jalousie windows, or other windows, with 0040 prime windows. -' RevisIOn 2 Exhibit B, Page 3 of 21 Contract No. DE-MS79-95BP94646 City of Port Angeles Effective on the Date of Execution of this Revision (d) Completed Weatherization Units (1) Single Family and Multifamily Weatherization Completed Units Single family and multifamily weatherization Units become Completed Units when their Measures have been installed, and inspections have been completed by the Contractor, in a manner generally consistent with Exhibit C, Item 1; Exhibit D, Item 1; Exhibit X, Item 1, Parts I, II, and III; Exhibit X, Item 2, Parts I, II, and III; Exhibit X, Item 3, Part I; Exhibit X, Item 4, Parts I, II, III, and IV; and Exhibit X, Item 9 (as applicable), of Bonneville's 10/30/93 Amendatory Agreement No.3 of the Residential Weatherization Conservation Acquisition Agreement. Measures shall be lllstalled only in single family and multifamily residences meeting the eligibility criteria of section 11 of the 10/30/93 Amendatory Agreement No.3 of the Residential Weatherization Agreement. (2) ManufacturedlMobile Home Weatherization Completed Units Manufactured/mobile home weatherization Units become Completed Units when their Measures have been installed, and inspections have been completed by the Contractor, in a manner generally consistent with ExhibIt F, Item 1; Exhibit G, Item 1; ExhibIt X, Item 2, Parts IV and V; Exhibit X, Item 3, Part II; Exhibit X, Item 4, Part VI; and Exhibit X, Items 13 and 14, as applicable, of BonnevIlle's 10/30/93 Amendatory Agreement No.3 of the Residential Weathenzation Conservation Acqmsition Agreement. Measures shall be installed only in manufactured/mobile homes meeting the eligibility criteria of sectIOn 12 of the 10/30/93 Amendatory Agreement No.3 of the Residential WeathenzatIOn ConservatIOn AcqUlsItIOn Agreement. (e) Ascribed First Year kWh Energy Savings (per dwelling unit) Single family weatherization Completed Units WIth at least two of the following three Insulation Measures (attlC/roof, wall, or floor msulatIOn) and one or more sectIOn 2(a)(2) Wmdow Measures; or WIth each of those three InsulatIOn Measures WIth one of the followmg three InsulatIOn Measures (attic/roof, wall, or floor msulatIOn) and at least one of the sectIOn 2(a)(2) Wmdow Measures, or WIth two of those three Insulation Measures WIth one of the followmg three InsulatIOn Measures (attlc/roof, wall, or floor msulatIOn), or one or more of the sectIOn 2(a)(2) Wmdow Measures 2550 kWh 1700 kWh 850 kWh Revision 2 ExhIbit B, Page 4 of 21 Contract No. DE-MS79-95BP94646 City of Port Angeles Effective on the Date of Execution of this Revision additIOnal Energy SaVIngs credit for hydromc pipe or water pipe insulation additional Energy Savmgs credit for heat duct insulation and seahng additional Energy Savings credit for section 2(a)(3) Glass Door Measures additIOnal Energy Savmgs credit for clock thermostats additIOnal Energy Savings credit for water heater wraps additional Energy Savings credit for caulklllg and weatherstripping Multifamily (more than 4 dwelling units per building) weatherization Completed Units with one or more of the following Insulation Measures (attic/roof, wall, or floor lllsulation) and one or more section 2(b)(2) Glazing Measures with two or more of the followmg Insulation Measures (attic/roof, wall, or floor lllsulation) or two or more of the sectIOn 2(b)(2) Glazing Measures with only one of the followmg Insulation Measures (attic/roof, wall, or floor lllsulatIOn) or only one of section 2(b)(2) Glazing Measures additional Energy Savings credit for water heater tank wraps additional Energy Savlllgs credit for water pipe msulation (dIrectly affected dwelling umts only) additIOnal Energy Savmgs credit for caulkmg and weatherstnppmg and/or heat duct insulatIOn/sealmg additional Energy Savings credit for clock thermostats Manufactured/mobile home weatherization Completed Units with at least two of the section 2(c)(1) Insulation Measures and one or more sectIOn 2(c)(2) Other Measures with one of the sectIOn 2(c)(1) Insulation Measures and one or more section 2(c)(2) Other Measures with only one of the sectIOn 2(c)(1) Insulation Measures , w 600 kWh 150 kWh 400 kWh 600 kWh 750 kWh 300 kWh 1500 kWh 1125 kWh 750 kWh 750 kWh 400 kWh 200 kWh 400 kWh 2000 kWh 1350 kWh 675 kWh 3. RESIDENTIAL LIGHTING UNITS AND COMPLETED UNITS Residentlallighting Units are fluorescent, compact fluorescent, high and low pressure sodium, and metal halide lamps or light bulbs, installed in new or existing smgle family or multifamily residences, interior common areas of new or existing multifamily resIdentlal bUIldings, or any single family o'r multifamily reSIdential exterior and parking areas by the Contractor or Consumer. ResIdentiallighting Unit lamps and light bulbs shall be generally consistent with the lamps and light bulbs specified by the 1/1/94 ReVIsion No.1 of Reference 3, AppendIX A, Chapter 4, of the Bonneville Long-Term Super Good Cents Program, Exhibit X, of the 10/1/93 Amendatory Agreement No.4 of the Residential Conservation Agreement. Revision 2 Exhibit B, Page 5 of 21 Contract No. DE-MS79-95BP94646 City of Port Angeles Effective on the Date of Execution of this Revision (a) Completed Residential Lighting Units Residential lighting Units become Completed Units when directly installed by the Contractor or when the Contractor receives proof of purchase documentation from Consumers or their representatives. (b) Ascribed First Year kWh Savings compact fluorescent light bulbs, installed m new or eXIstmg residences (excludes common arealkitchen lighting systems) new or existing resIdential interior common arealkltchen lighting systems single family residential exterior/parking area lightmg multifamily residential exterlOr/parking area lighting new or exfsting multifamily bmldmg common area lighting 39 kWh per light bulb 100 kWh per residence 100 kWh per residence 100 kWh per fixture V se engmeering estimates 4. EFFICIENT RESIDENTIAL WATER HEATER UNITS AND COMPLETED UNITS Efficient residential water heater Units are qualifying electric water heaters purchased by Consumers or builders to replace nonqualifying electric water heaters in new or existing single family, manufactured/mobIle, or multifamily residences located in the Contractor's service area. For installations m existing residences water heaters must meet the standards of Exhibit X, Reference 15; of Bonneville's 10/1/93 Amendatory Agreement No.4 of the Residential Conservation Agreement. For new residences, the installations must be in accordance with the specifications listed in section 2.7 of the 1/1/94 Revision of Exhibit X, Reference 3 in addition to meeting the standards of Reference 15. (a) Completed Efficient Water Heater Units EffiCIent Water Heater Units become Completed Units when the Contractor inspects and venfies the installation or when the Contractor receives proof of purchase documentation from Consumers or their representatives. (b) Ascribed First Year kWh Savings One (1) EfflCIent Water Heater Completed Vmt 200 kWh 5. RESIDENTIAL SHOWERHEAD/AERATOR COMPLETED UNITS A residential showerhead/aerator Unit is an existing single family or multifamily residence with an electric water heating system in which all feasible showerheads with a flow rating less efficient than 2.5 gallons per minute (gpm) are replaced with energy efficient ~howerheads, and faucet aerators are mstalled on bathroom and kitchen faucets where possible. Qualifying showerheads and faucet aerators must meet the standards of Exhibit X, References 15 and 22 (if installed in Washington Revision 2 ExhibIt B, Page 6 of 21 Contract No. DE-MS79-95BP94646 City of Port Angeles Effective on the Date of Execution of this Revision State) of Bonneville's 10/1/93 Amendatory Agreement No.4 of the Residential Conservation Agreement. (a) Completed Residential Showerhead/ Aerator Units ShowerheadlAerator Units become Completed Units when the showerheads and aerators are directly installed by the Contractor or when the Contractor receives proof of installation documentation from Consumers or their representatives. (b) Ascribed First Year kWh Savings Residential Showerheads (savings per residence) one (1) Contractor-installed 2.0 gpm showerhead Completed Unit one (1) Consumer-installed 2.0 gpm showerhead Completed Umt one (1) Contractor-installed 2.5 gpm showerhead Completed Umt one (1) Consumer-installed 2.5 gpm showerhead Completed Unit one (1) utility installed single famIly faucet aerator Completed Unit one (1) uhhty installed multI-family faucet aerator Completed Unit 430 kWh 340 kWh 275 kWh 220 kWh 58.4 kWh 68.5 kWh 6. NON-RESIDENTIAL SHOWERHEAD COMPLETED UNITS (Exception to Effective Date: This Unit shall be effective as of 8/16/96) A non-residential showerhead Unit is an energy efficient showerhead installed in a bathroom, health club dressing room, or heavily used shower in a nonresidential buildings with an electric water heating system, replacing a showerhead with a flow rating less efficient than 2.5 gpm. Qualifying showerheads must meet the standards of Exhibit X, References 15 and 22 (if installed in Washington State) of Bonneville's 10/1/93 Amendatory Agreement No.4 of the Residential Conservation Agreement. (a) Completed Non-Residential Showerhead Units Non-residential showerhead Units become Completed Units when the showerheads are directly installed by the Contractor or when the Contractor receIVes proof of installation documentation from Consumers or their representatives. (b) Ascribed First Year kWh Savings Non-Residential Showerheads (savings per showerhead) one (1) 2.0 gpm non-resldenhal showerhead Completed Umt one (1) 2.5 gpm non-resldenhal showerhead Complete'd Umt 290 kWh 180 kWh 7. NON-RESIDENTIAL AERATOR COMPLETED UNITS (Exception to Effective Date: This Unit shall be effective as of 8/16/96) A non-residential aerator Umt IS an energy effIcient aerator installed in a bathroom, health club dressing room, commercial kitchen sink, or heavily used hot water faucet in a nonresidential building with an electric water heating system. , . Revision 2 Exhibit B, Page 7 of 21 Contract No. DE-MS79-95BP94646 City of Port Angeles Effective on the Date of Execution of this Revision Qualifying faucet aerators must meet the standards of Exhibit X, References 15 and 22 (if installed in Washington State) of Bonneville's 10/1/93 Amendatory Agreement No.4 of the Residential Conservation Agreement. (a) Completed Non-Residential Aerator Units Non-residential aerator Units become Completed Units when the aerators are directly installed by the Contractor or when the Contractor receives proof of installation documentation from Consumers or their representatives. (b) Ascribed First Year kWh Savings Non-residential Aerators(savings per aerator) one (1) non-residential aerator Completed Umt 100 kWh 8. RESIDENTIAL AERATOR UNITS COMPLETED UNITS (Exception to Effective Date: This Unit shall be effective as of 8/16/96) A residential aerator Unit is a faucet aerator, meeting the standards of Exhibit X, References 15 and 22 (if installed in Washington State) of Bonneville's 10/1/93 Amendatory Agreement No.4 of the Residential Conservation Agreement, installed on all bathroom and kitchen hot water faucets, where practical, in an existing single family or multifamily residence with an electric hot water heating system. (a) Completed Residential Aerator Units Residential aerator Units become Completed Units when all aerator are directly installed by the Contractor or when the Contractor receives proof of installatlOn documentation from Consumers or theIr representatives that all aerators have been installed in a residence. (b) Ascribed First Year kWh Savings one (1) smgle family resIdence Completed resIdential aerator Umt one (1) multifamily residence Completed residentIal aerator Unit 58.4 kWh 68.5 kWh 9. NEW RESIDENTIAL BUILDING SHELL UNITS AND COMPLETED UNITS A new residential bmlding shell (NRj3S) Unit is a new single family residence or multifamily residential building constructed to a level of energy effiCIency greater than that specifIed in the 1991 Northwest Power Plannmg Council Model Conservation Standards. It generally meets the equivalent of Long-Term Super Good Cents Program technical specifications for buildi.qg shells and envelopes (selected portions of Chapters 1, 2, 3, and 4 of the 1/1/94 RevislOn 1 of Exhibit X, Reference 3, and the 1/1/94 RevIsion 1 of ExhIbit X, Reference 20, of Bonneville's 10/30/93 Amendatory Agreement No.4 of the ResIdential Conservation Agreement). (a) Completed New Residential Building Shell Units NRBS Units become Completed Umts when the building plans and design have been reviewed and qualified, the Measures mstalled, and inspections Revision 2 Exhibit B, Page 8 of 21 Contract No. DE-MS79-95BP94646 City of Port Angeles Effective on the Date of Execution of this Revision have been completed by the Contractor, in a manner generally consistent with the building shellJenvelope requirements of Chapters 1, 2, 3, and 4 of the 1/1/94 Revision 1 of Exhibit X, Reference 3; and the 1/1/94 Revision 1 of Exhibit X, Reference 20; of Bonneville's 10/1/93 Amendatory Agreement No. 4 of the Residential Conservation Agreement. (b) Ascribed First Year kWh Savings (excludes savings from water heaters, thermostats, or other non-envelope Measures-these are envelope savings only) single family NRBS Completed Umts 1724 kWh per bmlding duplex NRBS Completed Units 2000 kWh per building triplex NRBS Completed Units 2100 kWh per building fourplexlflveplex NRBS Completed Umts 2500 kWh per building multifamily (six (6) or more residences per building) NRBS Completed Units 500 kWh per residence 10. HEAT-RECOVERY VENTILATION UNITS AND COMPLETED UNITS A heat-recovery ventilation Unit is a new single family residence or multifamily residence in a new multifamily building with a qualifying air-to-air heat exchanger or exhaust-air heat pump system generally meeting the requirements of heat. recovery ventilation systems in the Long-Term Super Good Cents Program (Chapter 3 of Appendix A of the 1/1/94 Revision 1 of Exhibit X, Reference 3, of Bonneville's 10/30/93 Amendatory Agreement No.4 of the Residential Conservation Agreement). (a) Completed Heat-Recovery Ventilation Units Heat-recovery ventilation Units become Completed Units when: (1) air-to-air heat exchangers have been installed m New Residential Buildmg Shell Completed Units, and the requirements of section 3.1, Chapter 3, of Appendix A of the 1/1/94 Revision 1 of Exhibit X, Reference 3, of Bonneville's 10/30/93 Amendatory Agreement No.4 of the Residential ConservatIOn Agreement have been met, and inspections have been completed by the Contractor; or (2) exhaust-air heat pumps have been installed m new reSIdences with electric water and/or space heatmg, and the reqUlrements of sectIOn 3.2, Chapter 3, of AppendIx A of the 1/1/94 Revision 1 of ExhibIt X, Reference 3, of Bonneville's 10/30/93 Amendatory Agreement No.4 of the ReSIdential ConservatIOn Agreement have been met, and mspectIOns have been completed by the Contractor. .I Revision 2 Exhibit B, Page 9 of 21 Contract No. DE-MS79-95BP94646 City of Port Angeles Effective on the Date of Execution of this Revision (b) Ascribed First Year kWh Savings (per residence) Each Completed Unit with: Air-to-Air Heat Exchangers with Prescriptive Advanced Air Leakage Control If <1300 ft2 and at least 55 percent heat recovery efficIency 900 kWh If> 1301 ft2 and at least 65 percent heat recovery effIciency 1940 kWh Exhaust-Air Heat Pumps and Electrically-Heated Water and Space Heat if a single family residence 3430 kWh if a duplex (per reSIdence) 1715 kWh if a triplex or other multifamily reSIdence (per reSIdence) 858 kWh Exhaust-Air Heat Pumps and Electrically-Heated Water If a smgle famIly reSIdence if a duplex (per residence) if a triplex or other multifamIly reSIdence (per residence) 2430 kWh 1215 kWh 608kWh 11. SUB-SLAB INSULATION UNITS AND COMPLETED UNITS A sub-slab insulation Unit is a single family or multifamily NRBS Completed Unit with additional sub-slab insulation generally meeting the requirements of sections 5.2 and 5.3, Chapter 5, of Appendix A of the 1/1/94 Revision 1 of Exhibit X, Reference 3, of Bonneville's 10/30/93 Amendatory Agreement No.4 of the Residential Conservation Agreement. (a) Completed Sub-Slab Insulation Units Sub-slab insulation Units become Completed Units when the requirements of sections 5.2 and 5.3, Chapter 5, of Appendix A of the 1/1/94 Revision 1 of Exhibit X, Reference 3, of Bonneville's 10/30/93 Amendatory Agreement No.4 of the Residential ConservatIOn Agreement have been met, and inspections have been completed by the Contractor. (b) Ascribed First Year kWh Savings smgle famIly or multifamIly completed umts 1.5 kWh per square foot 12. COMMERCIAL SECTOR UNITS AND COMPLETED UNITS A commercial Unit consists of one or more commercial sector Measure(s) as listed m Exhibit A, or as specifically approved by Bonneville through the procedures identified in Exhibit C, which are: (a) committed to by the Contractor for mstallation in a Consumer's existing, remodeled or new commercial, institutional, or publIc bUIldmg or facility, through a Contractor ImplementatIOn agreement with that Consumer prior to Measure installation; or Revision 2 Exhibit B, Page 10 of 21 Contract No. DE-MS79-95BP94646 City of Port Angeles Effective on the Date of Execution of this RevIsion (b) under consideration by the Contractor for payment to a Consumer, or Consumer's representative, after the Consumer's installation of eligible Measures in the Consumer's existing, remodeled, or new commercial, institutional, or public bUllding or facilIty. (c) Completed Units Commercial Units become Completed Units when their Measures have been installed or implemented, in a manner generally consistent with Bonneville's 10/1/93 Amendatory Agreement No.1 of the Commercial Resource Acquisition Agreement (the Long Term Energy Smart Design Program Agreement), and approved for payment by the Contractor. (d) First Year kWh Savings Crediting the Project with commercial sector Energy Savings can be complicated. The commercial sector contains a diverse mix of large and small buildings and a wide variety of building-specific functions and end uses. The techniques used to account for commercial sector Energy Savings could include ascribed, estimated, evaluated, or verified savings valuation methods. Therefore, the Parties agree to review different applicable commercial sector Energy Savings valuation methods prior to execution of this Agreement, and to select one or more efficient and appropriate method(s) for use under this Agreement. The selected method(s) shall be documented and attached to this ExhIbit prior to the offer of this Agreement to the Contractor. A default method of crediting Energy Savlllgs for commercial Completed Units shall be to credit the Project with Energy Savings equal to 70 percent of the engineering estimates of energy savings used in the analysis of the buildings receiving Measures under this Agreement. Selection of this default method shall be documented as described above in an attachment to this Exhibit prior to offer of the Agreement. Notwithstanding the method of estimating Energy Savings selected by the Parties, Energy Savings for commercIal Completed Units shall be credited from a baseline condition only. For new commercial bUlldlllgs, or for existing commercial buildlllgs where code obviously appli.es, the baseline shall be: (1) the 1987 Model Conservation Standards Equivalent Code (MCS-87), or a local bUlldlllg code that meets or exceeds the MCS-87; or (2) standard bUlldlllg practice that meets or exceeds the above; or Revision 2 Exhibit B, Page 11 of 21 Contract No. DE-MS79-95BP94646 City of Port Angeles Effective on the Date of Execution of this Revision (3) standard building practice where no local code or MCS-87 applies to the Measure being considered; or (4) the proposed building design that exceeds any of the above. The baseline for existing commercial buildings where no code applies shall be the condition of the building at the time that Measures are applied to it. 13. INDUSTRIAL SECTOR AND UTILITY SYSTEM SITE-BASED UNITS AND COMPLETED UNITS An industrial/utility system site-based Unit consists of one or more industrial sector and/or utilIty systems Measures as listed in Exhibit A, or as specifically approved by Bonneville through the procedures identified in Exhibit C, which are: (a) committed to by the Contractor for installation in a Consumer's existing, expanding, or new industrial or industrial-type facility, or electric distribution system, meeting the "Project Eligibility Criteria" of Exhibit G, Item I, of Bonneville's Energy Savings Plan (ESP) Industrial Conservation Agreement, through a Contractor's contract with that Consumer prior to Measure installation, or (b) implemented by the Contractor in the Contractor's electric distribution system. (c) Completed Units Site-based Units become Completed Units when theIr Measures have been installed and inspected, and the Energy Savings have been verified by the Contractor, in a manner generally consistent with section 13, Item 3, Exhibit B of Bonneville's ESP Industrial Conservation Agreement. (d) Verified First Year kWh Savings The Energy Savings for site-based Completed Units will be based on verified or verifiable savings, calculated in a manner generally consistent with section 13, Item 3, Exhibit B, of Bonneville's ESP Industrial Conservation Agreement. If Bonneville reviews the Contractor's verified savmgs methods and results and finds Energy Savings for a site-based Completed Unit to be less than ninety (90%) percent of those calculated by the Contractor for that Completed Unit, Bonneville may use the results of its review to adjust the Project Energy Savings at the end of the Implementation Period to account for that difference for the Completed Umt whIch was reviewed. This could affect the Contractor's potential payment to Bonneville for underdelivery of Energy Savings. Revision 2 Exhibit B, Page 12 of 21 Contract No. DE-MS79-95BP94646 City of Port Angeles Effective on the Date of Execution of this Revision 14. MOTOR UNITS AND COMPLETED UNITS A motor Unit is one (1) qualifying high efficiency motor purchased by a residential, commercial, industrial, or industrial-type Consumer. Quahfying motors are those which meet the minimum efficiency standards described in the 2/94 revision to the motor rebate efficiency table found in Exhibit D, Item 2, of Bonneville's ESP Industrial Conservation Agreement. At the Contractor's discretion, efficient motor Measures may be accounted for and credited with Energy Savings as site-based Completed Units instead of motor Completed Units. (a) Completed Units Motor Units become Completed Units when the Contractor approves payment to the Consumer, Consumer's representative, or the Contractor's Representative. Each motor Unit shall be accounted for as one (1) Completed Unit even if the Contractor combines several motor Units into one payment to a Consumer or motor vendor. (b) Estimated First Year kWh Savings The Energy Savings for motor Completed Units will be based on the values in columns one through seven of the Option 2 Table and kWh savings formula in Exhibit D, Item 3, of the Bonneville ESP Industrial Conservation Agreement signed by Tacoma on 8/27/93. 15. INDUSTRIAL LIGHTING UNITS AND COMPLETED UNITS An industrial lighting Unit consists of one or more existing or proposed lighting system replacements or upgrades purchased by an industrial-type Consumer. Industriallightlllg Units shall be generally consistent with Exhibit D, Item 5, of Bonneville's ESP Industrial Conservation Agreement. In Washington State, new construction industrial lighting systems shall be twenty (20) percent more efficient than the baseline lighting power density values displayed in Table 1 of Bonneville's 10/1/94 Energy Smart Design Program Agreement Incentive Calculation Worksheet. At the Contractor's discretion, efficient industrial lighting Measures may be accounted for and credited with Energy Savings as site-based Completed Units instead of industrial lighting Completed Units. (a) Completed Units Industnallighting Units become Completed Units when the Units have been approved for payment by the Contractor to the Consumer or Consumer's representative. (b) Estimated First Year kWh Savings The Energy Savings for llldustriallightlllg Completed Umts will be based on ExhibIt D, Item 5, Table 2, and Item 6, Tables 1, 2, and 5, of Bonneville's ESP Industrial Conservation Agreement. Revision 2 Exhibit B, Page 13 of 21 Contract No. DE-MS79-95BP94646 City of Port Angeles Effective on the Date of Execution of this Revision 16. AMORPHOUS CORE TRANSFORMER UNITS AND COMPLETED UNITS Amorphous core transformer Unit corsists of one (1) amorphous core single phase transformer meeting the maximum load and no-load loss criteria presented by Exhibit D, Item 8, of Bonneville's ESP Industrial Conservation Agreement. At the Contractor's discretion, efficient transformer Measures may be accounted for and credited with Energy Savings as site-based Completed Units instead of transformer Completed Units. (a) Completed Units Amorphous core transformer Units become Completed Units when purchased, if owned by the Contractor, or when the Contractor approves payment to a Consumer for a Consumer-owned transformer Unit. Each amorphous core transformer purchased or installed is one Completed Unit. (b) Estimated First Year kWh Savings The Energy Savings for transformer Completed Units will be based on columns one and four of the table in Exhibit D, Item 8, of Bonneville's ESP Industrial Conservation Agreement. 17. ENERGY REVIEW UNITS AND COMPLETED UNITS Energy review Units consist of analyses of industrial sector Conservation opportunities by qualified individuals or firms to identify Conservation implementation options, their estimated costs, and their estimated Energy Savings, performed generally consistent with Item 3, Exhibit C, of Bonneville's ESP Industnal Conservation Agreement. Energy review Units may also include site- based Unit proposals. (a) Completed Units Energy review Umts become Completed Units when the studies are approved and paid for by the Contractor. (b) First Year kWh Savings No Energy Savings are credited to energy reView Completed Units. 18. HEAT PUMP BUILDING SHELL UNITS AND COMPLETED UNITS Heat pump building shell Units are single family and multifamily residences using alternative fuels (heat pumps) that are located in Waslimgton State and built to the Washington State Energy Code electric resistance path. (a) Completed Units Heat pump buildmg shell Units become Completed Units when the residences have been qualified and inspected by the Contractor and found to be consistent with the electric resistance path of the Washington Energy Revision 2 Exhibit B, Page 14 of 21 Contract No. DE-MS79-95BP94646 City of Port Angeles Effective on the Date of Execution of this Revision Code, or the Contractor has accepted the local code inspector's verification that the heat pump residences were built to the Washington State Energy Code electric resistance path. (b) Ascribed First Year kWh Savings (per residence) Single family heat pump buildmg shell Completed Units Multifamily heat pump buildmg shell Completed Units 3245 kWh 1150 kWh 19. ENERGY EFFICIENT NEW MANUFACTURED HOME UNITS AND COMPLETED UNITS An energy efficient new manufactured home Unit is a neW manufactured home constructed to a level of energy efficiency equal to or greater than that specified in Exhibit B, Item 1, of Bonneville's 1994 Manufacturer's Acquisition Program Agreement (the Super Good Cents (SGC) Technical Specification for Manufactured Homes. (a) Completed Energy Efficient New Manufactured Home (EENMH) Units EENMH Units become Completed Units when the Contractor has verified that the EENMH was built to, and sited to, the SGC Technical Specifications for Manufactured Homes as confirmed by the label and certificate signed the in-plant inspector and the plant's quality control representative, and by the Contractor's inspection performed generally consistent with section 2 of Item 1, Exhibit H, of BonnevIlle's 10/1/93 Amendatory Agreement No.4 of the Residential Conservation Agreement (except that the On-Site Specifications to be used shall be those in chapter 5 of Item 1, Exhibit B, of Bonneville's 1994 Manufacturer's Acquisition Program Agreement, mstead those in chapter 5 of Reference 4, Exhibit X of the 10/1/93 Residential Conservation Agreement). The Contractor shall also require that the EENMH Unit is set up by a certlfIed crew, and that the homeowner receive instructions for operating and maintaimng the ventilation system. (b) Ascribed First Year kWh Savings One (1) EENMH Completed Umt 3000 kWh 20. ENERGY EFFICIENT HEAT PUMPS AND COMPLETED UNITS Energy Efficient heat pumps are classified as: (1) air-source heat pumps having a minimum Heating Season Performance Factor (HSPF) of 7.2 Btuh/Watt, (2) ground source closed-loop heat pumps (GSHP) with a minimum C.O.P. of 2.8, (3) ground water-source heat pumps (GWHP) with a minimum C.O.P. of 3.0, and (4) water- source heat pumps (WSHP) with a minimum C.O.P. of 3.8. Energy efficient heat pumps shall be generally consistent WIth the heat pump specifications contamed in Revision 2 Exhibit B, Page 15 of 21 Contract No. DE-MS79-95BP94646 City of Port Angeles Effective on the Date of Execution of this Revision the 12/14/92 Long-Term Super Good Cents Program, Exhibit X, Reference 3, Appendix A, Chapter 3. (a) Completed Energy Efficient Heat Pumps Energy efficient heat pumps become Completed Units when: (1) They have been installed in existing or new residential buildings, and (2) inspections or verifications have been completed either by the Contractor or by the heat pump installer and, if the latter, reported as such by the heat pump installer in writing to the Contractor. Ascribed First Year kWh Energy Savings (per residence)* Single family Zone 1 space heating (air source) Zone 1 space heating (ground source) Zone 2 space heating (air source) Zone 2 space heating (ground source) Zone 1 & @ water heating (ground source)** MultIfamily Zone 1 space heating (air source) Zone 1 space heating (ground source) Zone 2 space heatmg (aIr source) Zone 2 space heatmg (ground source) Zone 1 & @ water heating (ground source)** * Assumes Zonal ResIstance to Heat Pump **Water heating savings result only if a desuperheater or other dedicated heat pump water heating option is used. (b) 1770 kWhs/yr 2650 kWhs/yr 2870 kWhs/yr 4310 kWhs/yr 893 kWhs/yr 915 kWhs/yr 1325 kWhs/yr 1485 kWhs/yr 2155 kWhs/yr 447 k Whs/yr 21. ENERGY AND/OR REVENUE MANAGEMENT SYSTEM UNITS AND COMPLETED UNITS Energy and/or revenue management system Units are systems that provide real- time information on electric energy use and/or costs, and which facilitate self- monitonng and Conservation by Consumers. Energy and/or revenue management system Units can also include electric power pre-payment features along with the consumption and/or cost monitoring systems. The components of a combined energy and revenue management system Umt with the pre-payment feature usually includes (1) a pre-payment card, (2) a card-reader/dIsplay unit and a control umt at the Consumer's site, and (3) a card encoder and computer at the utility. At this time, this Unit shall only be implemented III residenti~l buildlllgs and residences. (a) Completed Energy and/or Revenue Management System Units Energy and/or revenue management system Umts become Completed Units when the Measures making up the complete system have been installed and made operational. In the case of energy and/or revenue management system Units With pre-payment features, the Units become Completed Units when the complete system has been installed and made operational (at the utility (b) Revision 2 Exhibit B, Page 16 of 21 Contract No. DE-MS79-95BP94646 City of Port Angeles Effective on the Date of Execution of this Revision and Consumer's residence) and the residence occupant (Consumer) has purchased the first pre-payment card. Ascribed First Year kWh Savings (per residence) single-family electrically heated residence with electric water heater and energy and/or revenue management system smgle-family non-electncally heated residence with electric water heater and energy and/or revenue management system single-famlly non-electrically heated resldence without electric water and with energy and/or revenue management system multl-family electrically heated dwelhng umts with energy and/or revenue management system (per unit) multl-family non-electrically heated dwelling units with energy and/or revenue management system (per umt) manufactured home (electrically-heated) with energy and/or revenue management system 1470 kWh 910 kWh 535 kWh 1890 kWh 480 kWh 1290 kWh 22. ELECTRONIC LINE VOLTAGE THERMOSTAT UNITS AND COMPLETED UNITS (Exception to Effective Date: This Unit shall be effective as of 8/16/96) Electronic line voltage thermostat Units are electronic (microprocessor-controlled) thermostats which provide much more accurate settings, with minimal temperature differentials (+/- 1 or 2 degrees F) compared to the large deadband area of a standard bimetallic thermostat (+/- 6 to 8 degrees F). Electronic line voltage thermostats minimize residential Consumers' desire to "overcompensate", thus allowing a lower set point and the subsequent Conservation of electrical energy. (a) Completed Electronic Line Voltage Thermostat Units An electronic line voltage thermostat Umt becomes a Completed Unit when all conventional wall-mounted (remote) bimetallic lme voltage thermostats m a single family residence with permanently installed electric zonal heating (not heat pumps) are changed out to electronic line voltage thermostats. Such single family residences must include no back-up or alternative heating systems or sources. Each retrofit resldence is accounted for as one (1) Completed electronic line voltage thermostat Unit. (b) Ascribed First Year kWh Energy Savings (per residence) Smgle family electromc lme voltage thermostat Completed Umts 650 kWh t Revision 2 Exhibit B, Page 17 of 21 Contract No. DE-MS79-95BP94646 City of Port Angeles Effective on the Date of Execution of this Revision 23. DUCT DOCTORING UNITS AND COMPLETED UNITS (Exception to Effective Date: This Unit shall be effective as of 8/16/96) Significant conditioned air can leak from ducted forced residential air distribution space-conditioning systems. Heat loss can reduce the system efficiency of a forced air ducted heating system by 20-30 percent. Duct sealing can be effective in reducing such heat loss from ducts in forced air ducted residential heating systems. (a) Completed Duct Doctoring Units A Completed duct doctoring Unit is a new or existing single family residence (site-built or manufactured) with a forced air electric heating system which has been evaluated for duct doctoring through use of a blower door and pressure pan tests, and then treated with targeted and customized duct sealing of both the return and supply ducts. The blower door must depressurize the residence to approximately 50 pascals relative to the outside air, and pressure pan tests must be taken at each supply and return register wIth the air flow (in CFM) associated with each register recorded. Residences having greater than acceptable baseline leakage conditions would be eligible for duct sealing, using contractors, materials, methods, and procedures approved by the Contractor. Such materials and procedures shall at a minimum include a duct blaster, pressure pan, and manometer, and the contractors shall demonstrate a thorough knowledge of duct doctoring hazards including pressure imbalances, unintentional moisture transfer into building cavities, and combustion appliance backdrafting. The Contractor must inspect the imtial work and subsequently spot check later jobs of each duct doctoring contractor with sufficient frequency to ensure quality control and the structural safety of treated residences. In additIOn, the Contractor must provide a brief report to the each homeowner of a Completed duct doctonng Unit, whIch shall describe pre and post CFM readings for each supply and return register of the residence's forced air heating system. (b) Ascribed First Year kWh Energy Savings (per residence) one (1) smgle family residence Completed duct doctorIng Umt 1250 kWh 24. SOLAR WATER HEATING UNITS AND.COMPLETED UNITS (Exception to Effective Date: This Unit shall be effective as of 8/16/96) Solar water heating can save up to 50% of the electrical energy consumed for water heatlllg (which is often 25% of the total electricity consumed by a single family electrically-heated household). Several PacIfIC Northwest utilities have operated test, pilot, demonstration, or commercial operational solar water heating projects and programs since the mId-1970's. Today, the Eugene Water and Electric Board (EWEB) operates a successful program WIth strict techmcal requirements and Revision 2 Exhibit B, Page 18 of 21 Contract No. DE-MS79-95BP94646 CIty of Port Angeles Effective on the Date of Execution of this Revision t program procedures, reliable equipment, quality installations, and predictable savings. This Unit consists of a smgle family residence solar water heating system installed in a manner generally consistent with the 1995 EWEB Solar Water Heating Program procedures, specifications, warranties, and inspection requirements. (a) Completed Solar Water Heating Units A solar water heate~ generally consistent with the 1995 EWEB Program requirements, mstalled by a installation contractor certifIed in a manner generally consistent with the 1995 EWEB Program and generally following the procedures of the 1995 EWEB Program, becomes a Completed solar water heating Unit upon completion of a site inspection and approval of the system by the Contractor. (b) Estimated First Year kWh Energy Savings (per residence) one (1) Completed resIdential solar water heatmg UUlt 2500 kWh 25. SWITCH HITTER UNITS AND COMPLETED UNITS (Exception to Effective Date: This Unit shall be effective as of 8/16/96) "Switch Hitters" are identification stickers designed to be installed on the circuit breaker panel of commercial and public buildings and facilities for the purpose of identifying the most energy-efficient way to operate load connected to the identified circuits. By identifymg loads which only need to be on during the hours the business or public building is open to the public and operating them differently than those which need to be on when the building is occupied but not open for business, energy can be saved. Typically, circuits are labeled in one of four ways: (1) critical load circuits are labeled "Always Leave On", (2) circuits which serve loads needed during business hours are labeled "Business Hours Only", (3) circuits which serve loads that are necessary when the building is occupied but not open for business are labeled "Occupancy-ON, vacant-OFF", and (4) other circuits are labeled with special purpose blank labels, to be completed in a customized manner. (a) Completed Switch Hitter Units Switch Hitter Units become Completed Units when the Contractor has met a commercial or public building owner or owner's representatlve on-site, and explained the use of the Switch Hitter labels and kit, and how to operate circuit breakers WIth the SWItch Hitter labels installed. The Contractor shall assist in installing the labels, if requested, and follow-up with personal visits and/or phone calls to momtor (and encourage) the Consumer's use of the Switch Hitter labels. Revision 2 ExhIbit B, Page 19 of 21 Contract No. DE-MS79-95BP94646 CIty of Port Angeles Effective on the Date of ExecutIOn of this Revision (b) Ascribed First Year kWh Energy Savings (per building or facility) Five percent (5%) of the total annual electrical energy consumption of the building or facility treated completely with Switch Hitter labels and a Contractor follow-up program of assistance and support may be reported as the Energy Savings from the Switch Hitter Completed Unit. These Energy Savings may be reported at the time that the Contractor receives notice that the labels have been installed, or upon the Contractor's completion of label installation. 26. CONSERVATION VOLTAGE REDUCTION (CVR) UNITS AND COMPLETED UNITS (Exception to Effective Date: This Unit shall be effective as of 6/3/96) Utilities generally operate their distributIOn systems within a band of 114 to 126 volts as specified by ANSI standard C 84.1-82. CVR utilizes the principle that the average voltage can be lowered, while stIll remaining within the acceptable band, to produce Conservation. Reducing the feeder voltage at substations results in reduced voltage along the entire feeder, producing reductions in end-use energy consumption, losses, and demand. (a) Completed CVR Units A CVR Unit becomes a Completed Unit when the Contractor commits to implementing a CVR plan on a feeder or substation for at least one consecutive twelve (12) month period. The planned CVR implementation need not be continuous for the twelve month period, but the plan for implementing CVR must cover a full twelve (12) month period. In addition, there must be a good faith commitment by the Contractor to implement the CVR as planned. The Contractor's signature on a CVR plan for a feeder or substation with a pledge to make a good faIth effort to implement the CVR according to the plan for at least twelve (12) months shall provide the evidence to support a CumplGLed CVR U.uL. (b) Estimated kWh Energy Savings (per feeder or substation) For each hour during whIch CVR IS planned to be implemented on a feeder or substation, the Contractor shall report Energy Savmgs equal to one percent (1 %) of the expected load on that feeder or substatIOn (if Implemented for all feeders on a substation) during that hour, for that hour, for each one percent (1 %) of voltage reduction implemented at the substatIOn. A new twelve month plan and commitment to Implement that plan may be submitted for feeders or substations on which CVR was implemented in a prior twelve month period, with a new quantIty of Energy Savings earned for the subsequent perIOds of planned CVR implementation. Revision 2 Exhibit B, Page 20 of 21 Contract No. DE-MS79-95BP94646 City of Port Angeles Effective on the Date of Execution of this Revision 27. SILICON STEEL CORE TRANSFORMER UNITS AND COMPLETED UNITS (Exception to Effective Date: This Unit shall be effective as of 8/16/96) A silicon steel core transformer Unit is a single phase pole-mounted or pad-mounted "high efficiency" or "very high efficiency" silicon steel core distribution system transformer. (a) Completed Silicon Steel Core Transformer Units Silicon steel core transformer Units become Completed Units when purchased, if owned by a the Contractor, or when the Contractor approves payment to a Consumer for a Consumer-owned silicon steel core transformer Unit. Each silicon steel core transformer purchased or installed is one Completed Unit. (b) Ascribed kWh Energy Savings (per Completed Unit) kVA Size 7 10 15 25 First year kWh Energy Savings 65 88 132 175 37.5 40 50 75 220 240 350 460 100 167 200 300 500 570 657 765 770 830 " RevisIOn 2 Exhibit B, Page 21 of 21 Contract No. DE-MS79-95BP94646 City of Port Angeles Effective on the Date of Execution of this Revision A'ITACHMENT TO EXHIBIT B COMMERCIAL SECTOR ENERGY SAVINGS VALUATION METHOD The Parties have revIewed different applicable commercial sector Energy Savings valuation methods and have selected a modifipd, customer-specific version of the default method for crediting Energy Savings to the Project for commercial Completed Units. Energy Savings will be credited equal to 76.5 percent of the engineering estimates of energy savings used in the analysis of the buildings receiving Measures under the Agreement. This factor is based on the fact that almost all Port Angeles commercial buildings are electrically-heated, most have no air conditioning, and interior lighting Measures in conditioned space are expected to comprise approximately 85-90% of the Port Angeles commercial Completed Units. The 76.5% yield rate was derived by multiplying a base 85% yield rate by a 90% lighting interaction factor to account generally for the interaction between electric space heating and interior lighting. It was assumed that no substantive change would occur in the modeling methods and assumptions presently used by Port Angeles in preparing engineering estimates of the energy savings resulting from Measures to be installed in commercial buildings under this Agreement. Specifically, it was assumed that Port Angeles would not use a lighting-space heating interaction factor when preparing the base engineering estimates to which the 76.5 percent adjustment would be made for purposes of reportmg and crediting Port Angeles with Energy Savings from commercial Completed Units. To do so would adjust twice for the same lighting interactions with electric space conditioning. Note: Prior to reporting commercial Completed Umts Energy Savings to Bonneville, the yield rate of 76.5% and the 1.075 Transmission and Distribution System Loss factor shall be applIed to all engineering estimates. ACCEPTED: CITY OF PORT ANGELES, WASHINGTON By ~ UNITED STATES OF AMERICA Department of Energy Bonneville Power Administration By eLL~~ Account Executive Name k?06ER.T J 11 TVS (pnntltype) Name Charles W. Forman (print/type) TItle _DEPut"Y OUZ.e:.c..TOIt.cF Unl..IT" Ssev,CE,S Date of Execution 4-/Z./t'J7 Date -g /:J-6/cr7 / I