HomeMy WebLinkAbout5.48 Original ContractE&PAF462001
(011'7!9
(Previously BPA 1813)
Under the authority of Public Law
and subject to legislation, regulations and policies applicable to (cite legislative program title
41 U.S.C. 501 et seq. Federal Grants and Cooperative Agreement Act of 1977
1. PROJECT TITLE
City of Port Angeles Northwest Energy Code
3. R lty O.(NF'ortadingeleScode, area code and telephone no.)
P.O. Box 1150
PPortAngele s,, WA 98362
F MS
8. I P I Et T P.ROECaDIR CTOR (Name and telephone no.)
(206) 457 -0411, Ext. 180
11. RECIPIENT BUSINESS OFFICER (Name and telephone no.)
Mrs. Yvonne Ziomkowski
ppA (206) 457 -0411. g Ext,
de' xt �p 1 �p 1
13. B R. K9rste address, (2U6 1 "L— U�7y
14. RECIPIENT TYPE
STATE GOV'T INSTITUTION OF HIGHER EDUCATION
X LOCAL GOV'T HOSPITAL
INDIAN TRIBAL GOV'T OTHER NONPROFIT ORGANIZATION
15. ACCOUNTING AND APPROPRIATIONS DATA
a
b
c
d
e
a ORGANIZATION b OBJ NUMBER
17. BUDGET AND FUNDING INFORMATION
a. CURRENT BUDGET PERIOD INFORMATION
(1) BPA Funds Obligated This Action
(2) BPA Funds Authorized for Carry Over
(3) BPA Funds Previously Obligated in this Budget
(4) BPA Share of Total Approved Budget
(5) Recipient Share of Total Approved Budget
(6) Total Approved Budget
18. TOTAL ESTIMATED COST OF PROJECT
19. AWARD /AGREEMENT TERMS AND CONDITIONS
This award /agreement consists of this form plus the following
Project Description
Terms and Conditions
Project Budget
Parts 9 and 10 of
City o f -R4sh
(Signature of Authonzed Recipient Official)
(Name)
U.S. DEPARTMENT OF ENERGY BONNEVILLE POWER ADMINISTRATION
NOTICE OF FINANCIAL ASSISTANCE AWARD
(See instructions on reverse.)
96 501 Pacific NW. Electric Power Planning and Conservation
David T. Flodstrom, City
(VS2- SRPA- 6746f)
c ACTIVITY
See Attached
4t/t3
Manager
2. INSTRUMENT TYPE
4. UtIF l nt tigP07968
6. BUDGET PERIOD (From Thru) 7. PROJECT PERIOD (From Thru
04/15/90 06/30/92 04/15/90 06/30/92
9. PURCHASE REQUISITION NO.
DE- PR79- 90BP07968
DE- PR79- 90BP07988
10. TYPE OF AWARD X NEW
RENEWAL REVISION
12. ADMINISTERED BY (Name, address,
199.053.00
0-
0-
199,053.00
-0-
199.053.00
395,347.00
d PL -6 NUMBER
(This is the current estimated cost of the project It is not a promise to award nor an authorization to expend funds in this amount)
Poi 4NbE5
14Yr
e Bonneville Power Assistance Instructions
echnical Proposal incorporated by reference
OMB Circulars A -102 and A -87 incorporated by reference
21. EVIDENCE OF RECIPIENT ACCEPTANCE 22. A DED BY
i/ I.
(Sign
(Name)
Contracting Officer
b. CUMULATIVE BPA OBLIGATIONS
(1) This Budget Period
[Total of lines a (1) and a (3)]
(2) Prior Budget Periods
(3) Project Period to Date
[Total of lines b (1) and b (2)]
Act
GRANT x COOPERATIVE AGREEMENT
5. AMENDMENT NO.
CONTINUATION
SUPPLEMENT
zip code, telephone no.)
Bonneville Power Administration
Attn: Kristi Rhode SRPA
P.O. Box 3621 FTS 429- 3623
Portland, OR 97208 (503)230- 3623
FOR PROFIT ORGANIZATION C P SP
INDIVIDUAL
OTHER (Specify)
16. EMPLOYER I.D. NO. /SSN
91- 6001266
U
(BPAI)
20. REMARKS
This award is incrementally funded. When available, additional funds will be
provided in accordance with the attached budget.
199.053.0(
-0-
199,053.0(
4/3/4d
r (Date)
In reply refer to PMCG
Ms. Sheila Hardy, Conservation Manager
Port Angeles City Light
P.O. Box 1150
Port Angeles, WA 98362
Dear Ms. Hardy:
1. Term.
AUTHENTICATED COPY
Department of Energy
Bonneville Power Administration
P.O. Box 3621
Portland, Oregon 97208 -3621
Contract No. DE- MS79- 90BP92877
DesignWise
Delivery Mechanism Option 2
In February, 1989, Bonneville Power Administration (Bonneville) issued its
program description for the DesignWise industrial process design assistance
program (hereinafter Program Description). The CITY OF PORT ANGELES, a
municipal corporation of Washington acting through Port Angeles City Light
(Utility), has a power sales contract, Contract No. DE- MS79- 81BP90450, with
Bonneville. The Utility has submitted and Bonneville has accepted an
application for Option 2 program participation. This letter constitutes an
Agreement between Bonneville and Utility for delivery of services under
Option 2 of the DesignWise Program (Program) pursuant to the following
described procedures and reimbursement for a share of the costs.
Bonneville offers this Agreement under the following terms and conditions:
(a) This Agreement will be effective at 2400 hours on the date of
execution (Effective Date) and shall continue in effect until
2400 hours on September 30, 1991, unless terminated earlier as
provided herein.
(b) The Utility or Bonneville may terminate this Agreement upon
30 -days' written notice to the other party.
(c) Bonneville may terminate this Agreement pursuant to
Subsection 3(b) below.
(d) All liabilities arising hereunder are hereby preserved until
satisfied.
2. Exhibits. Exhibit A (Application for Option 2 Participation and
Program Procedures), Exhibit B (Forms), and Exhibit C (General
Conservation Contract Provisions GCCP form CONS -1 4/24/85 or its
successors) are hereby attached and by this reference are made a part of
this Agreement. Capitalized terms not defined in the body of this
Agreement shall have the definitions given in the Program Description.
5,4-8
3. Program Procedures.
(a) The Utility agrees to follow the procedures described in Exhibit A of
this Agreement and to comply with the requirements of the Program
Description.
(b) If, after reasonable notice of noncompliance with this Agreement, the
Utility does not correct its noncompliance, Bonneville may terminate this
Agreement upon 10 -days' written notice to the Utility.
4. Cost Sharing. For services of the Authorized Industrial Consultant
(AIC) provided pursuant to the Program Description and pursuant to
Exhibit A, Bonneville shall bill the Utility and the Utility hereby agrees
to pay as reimbursement to Bonneville, an amount equal to Utility's
percentage cost share (specified in Appendix C to the Program Description
current at the time said AIC completes its service) times the AIC's total
bill. All bills shall be due by close of business on the thirtieth day
after the date of the bill. For any late payment, Bonneville shall assess
interest at the Department of Treasury's current value of funds rate.
5. Contracting Officer's Technical Representative. The Area /District
Office Program Contracting Officer's Technical Representative (COTR) is
the Bonneville contact for this Agreement. The COTR shall be named in a
letter from Bonneville to the Utility which shall be mailed within thirty
(30) days of the execution of this Agreement.
If these provisions are acceptable, please sign both copies of this Agreement
and return one copy to Bonneville. The remaining copy is for your files.
Please also provide an originally signed copy of the resolution or the board
or city council meeting minutes authorizing execution as required.
Sincerely,
2
/s/ Sue F. Hickey <•z% 1,Icc-iLt-1
Assistant Administrator
for Energy Resources
ACCEPTED:
THE CITY OF PORT ANGELES
By
(VS6- PMCG- 4292c)
Title Director, Port Angeles City Light
Effective Date 3 -9 -90
2
/s/ Robert J. Titus
Director, Port Angeles City Light
3 -9 -90
NAME Scott McLain
Sheila Hardy
SIGNED: SHEILA HARDY
Utility Representative
APPLICATION FOR OPTION 2 PARTICIPATION
Exhibit A, Page 1 of 6
Contract No. DE- MS79- 90BP92877
Application for Option 2
Participation and Program
Procedures
A. UTILITY PORT ANGELES CITY LIGHT CONTACT SHEILA HARDY
ADDRESS P.O. Box 1150 PHONE (206) 457 -0411
CITY Port Angeles STATE Washington ZIP 98362
ASSIGNED PERSONNEL WHO WILL SUPPORT PROGRAM ACTIVITIES AND THEIR ROLES
ROLE Principle Contact with
Industrial Customers
Back -up coordination
B. ANTICIPATED ACTIVITY:
PLAN REVIEWS ANTICIPATED 2 SERVICE CALLS ANTICIPATED 1
Please describe how you will promote the Program:
We will promote program through regular contacts with industrial customers.
Program services can be marketed where applicable to small new industrial
customers through same mechanism as our Energy Smart Design Program.
I have reviewed the Program Procedure and reporting forms and understand our
utility's responsibilities. We want to proceed and offer the Program in or
service territory.
12/14/89
Date
DESIGNWISE
DELIVERY MECHANISM OPTION 2
PROGRAM PROCEDURES
Exhibit A, Page 2 of 6
Contract No. DE- MS79- 90BP92877
Application for Option 2
Participation and Program
Procedures
1. Utility Tasks.
Under this Option 2, the Utility shall complete the following procedures.
(a) Application for Participation
(1) The Utility shall submit a completed application for
participation prior to the time the Letter Agreement is signed.
(2) Execute a DesignWise Option 2 Letter Agreement with Bonneville.
(b) Promotion. The Utility may promote the Program services within its
service territory at a level which is commensurate with the
anticipated growth in the industrial sector. A separate regional
marketing /promotion effort will be operated by a Bonneville
contractor to support this Program. Examples of Utility promotion
might include:
(1) Identifying local industrial plant designers, developers, and
other parties interested in the energy efficiency or increased
productivity of new or expanding industrial plant's and
developing'a local marketing strategy to be used to reach the
target groups;
(2) Developing and maintaining a mailing list, including telephone
numbers, of those identified in paragraph 1(b)(1) (this list
would be available to Bonneville upon request);
(3) Arranging for and /or conducting briefings with local industrial
plant building designers, Authorized Industrial Consultants, and
developers on the purpose and availability of the services;
(4) Maintaining contact with these groups to assist in Program
promotion and to receive feedback on how well the Program is
functioning; and
(5) Making promotion placards and /or marketing materials easily
accessible on utility premises.
(c) Screen Inquiries.
Exhibit A, Page 3 of 6
Contract No. DE- MS79- 906P92877
Application for Option 2
Participation and Program
Procedures
(1) The Utility shall screen inquiries concerning the availability
of DesignWise services to determine that:
(A) The industrial plant is to be served by the Utility. If
the industrial plant is outside the Utility's service
territory but within the service territory of a current
firm requirements customer of Bonneville, the Utility shall
refer the inquiry to the proper utility;
(B) The industrial plant design and construction schedule has
sufficient flexibility and is at a stage where design
assistance can result in energy and productivity efficiency
recommendations that can be incorporated into the design;
(C) The owner and /or the industrial plant representative have
an interest in receiving design assistance, and;
(D) The industrial plant meets the eligibility criteria
specified in the Program.
(2) After the initial screening, the Utility shall refer eligible
projects to the COTR identified in the Agreement with a "request
for assistance." A sample "Request for Assistance" form is
shown in Exhibit 8 Forms.
(d) Coordination. The utility will assist in arranging Plan Review and
Service Calls for its industrial consumers. It will also assist BPA
in determining which service would most benefit the industrial plant
requesting assistance, and which of the program purposes are to guide
the AIC in their analysis.
(e) Verification. Verification of use and implementation of the design
assistance recommendations will be done by the Utility or Bonneville
as mutually agreed in writing.
(1) After the AIC delivers the Service Call or Plan Review report
to the industrial plant representative, the utility, and the
Bonneville Area Program Representative, a follow -up interview
may be done in person or by telephone to verify whether the
design assistance recommendations will be implemented.
(f) Record Keeping.
Exhibit A, Page 4 of 6
Contract No. DE- MS79- 90BP92877
Application for Option 2
Participation and Program
Procedures
The Utility shall maintain the following records as permitted by the
Privacy Act of 1974. Information provided to Bonneville from these
records shall be for evaluation purposes and will be treated as
confidential.
(1) All data necessary to support the report listed in
Subsection 1(g) below, for a minimum of 1 year following
termination of this Agreement and;
(2) A list of those contacts made and /or maintained as part of the
DesignWise Program, including name, address, and telephone
number of each.
(g) DesignWise Program Activity Report. A quarterly report shall be
prepared and submitted to the COTR identified in the Agreement.
This report must be submitted within 30 days following the end of
each period. The sample reporting form is shown in Exhibit B and can
be copied and used for reporting purposes. This reporting form shall
be completed to include the following information:
(1) Promotional Activities. Describe the progress during the
reporting period toward implementing the promotional activities
listed in the final Utility operating plan, with emphasis on the
number and types of contacts that occurred (i.e., contractors,
architects, engineers, building owners or developers,
associations, etc.). If no activity has occurred, then a simple
statement to that effect will suffice.
(2) Screening.
Provide the number and types of requests for services and a
summary of what occurred with those industrial plants (if
known). Examples of this information'include information on the
program, referrals, to who /what agency, and if rejected, why the
project was not referred to other programs. If no activity has
occurred, then a simple statement to that effect will suffice.
(3) Lessons Learned.
If applicable, provide a narrative of the lessons learned during
the reporting period with a focus on the problems encountered
and the solutions implemented.
(h) Other Program Procedures.
In addition to the tasks listed above, the Utility shall:
Exhibit A, Page 5 of 6
Contract No. DE- MS79- 90BP92877
Application for Option 2
Participation and Program
Procedures
(1) Provide personnel and facilities to offer the services listed in
Subsections 1(a) through 1(g) above;
(2) Agree to make Program records kept in accordance with
Subsection l(f) available to Bonneville or its contractors for
evaluation purposes and provide personnel to assist with
interpreting Utility records (information provided to Bonneville
in compliance with this paragraph shall be treated
confidentially in compliance with the Privacy Act of 1974),
and;
(3) Agree to provide any necessary access by notice to its consumer
in order that Bonneville or its contractors may enter and
inspect the industrial plant, relevant documents, records and
files for evaluation purposes, and to provide meetings with
individual plant representatives, the AIC, design team members,
developers and owners on reasonable notice.
2. Bonneville Furnished Property /Service.
For each Utility that signs an Option 2 Agreement with Bonneville under
this Program, Bonneville will:
(a) Upon receipt of a Request for Assistance,
(1) Evaluate the request to determine whether the industrial
project can benefit from available assistance and determine
which of the two services would most benefit the plant; and
(2) Notify the Utility within 2 weeks of Bonneville's decision of
whether or not the plant project qualifies for assistance under
this Program.
(b) Upon acceptance of the project under this Program, complete the
following steps:
(1) Screen, qualify, and secure services of AIC's for the delivery
of assistance under DesignWise. BPA's Area Offices will prepare
Purchase Orders and /or other necessary paperwork to contract for
the AIC services.
(2) Administer the AIC contracts.
(c) Upon completion of the Service Call or Plan Review at the industrial
plant Bonneville shall:
(1) Review and approve all work submitted, review and certify AIC
invoices, and issue payment to the AIC.
(d) Promote the Program regionally.
(e) Provide Program orientations.
(VS6- PMCG- 4292c)
Exhibit A, Page 6 of 6
Contract No. DE- MS79- 90BP92877
Application for Option 2
Participation and Program
Procedures
(3) Coordinate with the utility to arrange Plan Review and Service
Calls to be conducted at the industrial plant site.
(2) determine the reimbursement amount from the Utility based upon
the cost -share percentages for services provided under this
program.
Date:
Sample Request for DesignWise Services Form
Directions: This form may be used to submit requests for assistance to
Bonneville referenced in paragraph 1(c)(2) of the Program Procedures Photocopy
and complete the following information.
Utility:
We have screened the following industrial plant request to participate in the
DesignWise Program and determined the industrial plant to be eligible for
Service Call /Plan Review (please circle one).
Industrial Plant
Plant Address:
Parent Plant:
Telephone:
Industrial Plant Representative:
Telephone:
New 1I Expansion II
Projected construction /expansion start date:
(circle one)
Projected completion date:
Planned expansion: square feet
estimated load
Planned Process
Exhibit B, Page 1 of 2
Contract No. DE- MS79- 90BP92877
Forms
Please identify AIC's that are candidates for this project on the back of this
form.
Please review this information and arrange for consultation. More detailed
questions can be answered by the owner and /or design team lead listed above.
1
Directions: This form may be used to submit the periodic activity report
information described in Subsection 1(g) of the Program Procedures. Photocopy
and complete the following information.
Reporting Period:
Utility:
(1)• Promotional Activities:
(a) 1 No Activity.
(b) Summary of Activity:
(2) Screening:
(VS6- PMCG- 4292c)
Sample Periodic Activity Report Form
(a) 1 _1 No Activity.
(b) Summary of Activity:
(3) Lessons Learned:
(a) No No Activity.
(b) Summary of Lessons:
Exhibit B, Page 2 of 2
Contract No. DE- MS79- 908P92877
Forms
5 -48
PPA F 1270 01
to -89)
(Previously BPA 1398)
1 AGREEMENT NO 2 AGREEMENT TYPE
l_J Interagency
DE- B179- 90BP00578 LJ Intraagency
8 ORGANIZATION AND ADDRESS
City of Port Angeles
s ATTN: Shelia Hardy
S P.O. Box 1150
Port Angeles, WA 98362
7 TECHNICAL CONTACT
T Shelia Hardy
O 8 ADMINISTRATIVE CONTACT
Same
12 THIS AGREEMENT WAS NEGOTIATED PURSUANT TO
LJ 31 U S.0 1535 (Federal) LJ
LJ 16 U.S.C. 832a (f) (Customer) LJ
6 nnn.n0 NTE
17 SUBMIT INVOICE TO
Bonneville Power Administration
P.O. Box 3621
Portland, Oregon 97208
20. AGREEMENT EFFECTIVE FROM DATE IN BLOCK 4 UNTIL
nr•fohar ci 19gn
21 APR D BY (SIGNATURE)
P T
P
A
R
T
I
P Frank McPhee
N Mayor
4(VS2- SRPA- 6773m)
NAME TITLE (TYPE OR PRINT)
U.S. DEPARTMENT OF ENERGY BONNEVILLE POWER ADMINISTRATION
AGREEMENT
3 MODIFICATION NO 4 EFFECTIVE DATE 5 PROCUREMENT REQUEST NO
CO Signat re
Date 79- 89BP00578
9 ORGANIZATION AND ADDRESS
U.S. Department of Energy
Bonneville Power Administration
P.O. Box 3621
Portland, Oregon 97208
10 BPA TECHNICAL CONTACT
B Mike Newsham RMRC
Y 11 BPA ADMINISTRATIVE CONTACT
Barbara Thime SRPA
13 ACCOUNTING INFORMATION (BPA USE ONLY)
12_1( Intergovernmental
LJ Customer
I PHONE NO
(206) 457 -0411
PHONE NO
16 U S C 832g (Other)
I DATE
s
s
u
E
D
14 TITLE AND BRIEF DESCRIPTION OF WORK TO BE PERFORMED UNDER THIS AGREEMENT DOCUMENTS WHICH ARE ATTACHED TO AND BECOME A PART OF THIS AGREEMENT
DATA GATHERING PROJECT
Perform data collection activities per the attached Statement of Work. Activities
include data collection for the 12 -month period from October 1989 through
September 1990. The price per report is fixed, and the award total is subject to the
number of reports submitted, as follows:
(Max. 20 reports /month) x ($25.00 each) x (12 months) $6,000.00 NTE
1. Terms and Conditions
2. Statement of Work, with Exhibits A and B
If this is an Intergovernmental or Customer Agreement, the provisions on the reverse of this form are a part of the Agreement.
15 AMOUNTTO BE PAID BY BPA 18 AMOUNT TO BE PAID TO BPA
18 ACCOUNTING INFORMATION
19 SUBMIT INVOICE TO
NAME
ADDRESS
B
P
A
RMRC 25 GNL T11102 NTE: $6,000.00
22 APPROVED BY (SIGNATURE) I DATE
dra A. Kageler
Contracting Officer
-SRPA
PHONE NO
(503) 230 -5479
I PHONE NO
(503) 230 -4205
Payment:
TERMS AND CONDITIONS,
Pagel
Exhibit A, SPA form 1780, shall serve as the invoice for each month's
worksheet submittals. The Contractor may photocopy Exhibit A for additional
copies. The cover memo shall be addressed to:
Data Gathering Project RMtC
Bonneville Power Administration
P.O. Box 3621
Portland, OR 97208
es. Any changes to this agreement, as to delivery time and period of
performance, prices, or other terms of the Statement of Work, whether
requested by the Government or the Contractor, shall be approved by the
Contracting Officer and Contractor via modification to the agreement.
Option to !attend Term of Agreement. This agreement may be extended for
additional annual periods via bilateral modification, if SPA program
objectives necessitate continued performance.
Termination. This Intergovernmental Agreement may be terminated by SPA upon
30 -day's written notice. In the event of a termination, SPA shall reimburse
the servicing agency for all deliveries made upon to the effective date of the
termination, and for any commitments extending beyond the termination date,
but not exceeding the expiration date of the Intergovernmental Agreement, that
the servicing agency is unable to cancel.
Key Personnel. The Contractor shall notify BPA of any changes in technical or
administrative contacts that may be identified elsewhere in this agreement.
Contracting Officer's Technical Reoresentative (COTR):
1. The Contracting Officer's Technical Representative (COTR) is the
authorised representative of the Contracting Officer for technical actions
performed in relation to the agreement. This includes the functions of:
(1) inapecpiaa and review of work performed; (2) inspection and witness of
tests, presentations, or other activities; (3) interpretation of technical
specifications; (4) approval of Contractor's reports, other materials and
invoices; (5) rejection of nonconforming services, material, or equipment.
1
2. The COTR is not authorized to act for the Contracting Officer in the
following matters pertaining to the agreement: (1) agreement
modifications that change the agreement cost, technical specifications, or
time for performance; and (2) suspension or termination.
Contracting Officer's Representative (COTR). The Contracting Officer's
Representative (COP) shall have all the rights, powers, and privileges of the
Contracting Officer necessary to the administration of the agreement:
provided, however, that the COP is not empowered to execute agreement
modifications, or to suspend or terminate the agreement.
(VS2- SPPA- 4892m)
Page 2
1. BACKGROUND
STATEMENT OF WORK
FOR
DATA GATHERING PROJECT
Page 1
Pursuant to P.L. 96 -501, the Bonneville Power Administration (BPA) shall
acquire the services of contractors who have signed the long term
Residential Weatherization Program Conservation Agreement for the task of
gathering specific data on individual weatherization measures installed in
homes under their residential weatherization programs.
Data gathered during this period shall be used to provide Conservation
staff with the ability to statistically analyze, on a per measure basis,
the types of measures installed, the cost of each measure installed, and
the estimated energy savings from each measure installed in a given
residence.
II. SCOPE OF WORK
A. Data Gathering
1. Worksheet (Form)
Contractors shall be provided a prenumbered worksheet (see
Exhibit B, BPA form 1741) for recording data on each residence
weatherized /job completed. The Contractor may contact the
Contracting Officer's Technical Representative for additional
forms.
2. Codes for Worksheet
To simplify recording data onto the worksheet and subsequent
data entry in the BPA computer, each measure has been assigned a
code. The codes are intended to ensure accurate reporting and
save time and space. All codes are listed on the back of the
worksheet.
B. Reporting Requirements
Contractors shall be reimbursed for each worksheet completed and
submitted to BPA during each reporting period. A reporting period is
defined as one calendar month beginning the first of each month. The
worksheet must be completed and submitted to the BPA Office of
Conservation no later than the 25th of each following month.
The Contractor shall submit one worksheet for each residence
weatherized /job completed, not to exceed 20 worksheets. If more than
20 residences are weatherized /jobs completed, the 20 worksheets
submitted must be randomly selected by means of the procedure
stipulated in Section C below. If 20 or less residences are
weatherized /jobs completed, all worksheets shall be submitted, thus
eliminating the random selection process.
Worksheets that are improperly completed will be returned to the
Contractor for correction. The Contractor shall then make the
necessary corrections and submit the corrected worksheet with the
following month's regular submittal.
C. Procedures for Random Sampling of Completed lobs
A random sample of completed jobs (including rental, low- income, and
non -low- income) for which a worksheet will be submitted will be
selected by the following procedure:
a. Arrange worksheets of jobs completed for the month in a
defensible, unbiased order that would give all participants
an equal chance of being selected (alphabetical order is
one acceptable method).
b. Count the total number of available jobs for the month.
Divide the number of available jobs by the number of
worksheets to be submitted to BPA for the month; e.g.,
(68/20), i.e., 68 jobs are available and 20 worksheets are
to be submitted to BPA.
(VS5- RMRC- 0192r)
Page 2
c. Round up the results of the fraction to the next whole
number; e.g., (3.4 4).
d. Select every fourth job of the total number of jobs
available. Return to the beginning of the list if
necessary to finish the last part of the sample and attain
the required total of 20.
e. Do not exclude any job selected.
f. Obtain and record the required information on the
worksheet. When information cannot be obtained to fill in
a blank space on the worksheet, indicate as such in the
appropriate blank space. Do not leave any blank spaces
unfilled.
TO:
Bonneville Power Administration
Attention: Data Gathering Polo** KR
PO Box 3621
Portland. OR 97206
PAYEE:
Contractor Name
Contractor Remittance Address
AMOUNT REQUESTED BY CONTRACTOR
No. of worksheets submitted
AMOUNT CERTIFIED SY SPA
No. of worksheets certified
Amount deducted for unallowable claims
No. of worksheets retumed for correction
ACTV/CPI
Oistnbution:
Original Disbursement Audit
Yellow BPA ArealOistnct Office
Pink Contractor
Green CIS
Gold BPA Conservation Office
PL-6 No.
EXHIBIT A
US DEPARTMENT OF ENERGY BONNEVILLE POWER AOMINISTRAnCN
DATA GATHERING PROJECT
INVOICE CERTIFICATION
(Includes corrected worksheets for resubmission.)
No.
Total Amount Certified
Reporting Period
per worksheet
Contractor Signature
Invoice NO
DE- B179- 90BP00573
Contract No.
(Month/Year)
Total Amount Requested
BPA Program Manager
r
Daes
I certify that the information received and accepted is appropriate and consistent with the terms of the contract.
Date
,Tae u' MA
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1
o
iRRIIDANPH
1
YEIt Conga PINK Gi5
month.
Office no later than must be comP1eled and submitted 1O (IPA Conservation
11.
+014 e8lder"e Pre
ea-explanatory ett -e P anatry
VI MEASURE CODE
Sett -explanato
1tf codes
Fill in app Measure
insulation under Attic Space
Rot Ceiling tenor Surlace
;;oral fns ►ilatitm E x i +lace
i lode, iinnr Ins
Hoot tnsulnlinn•1n.erior S glace
uiation „meant
iifierlloor Insulation-Base Insulation-Interior
riidlrllonr Insulation•Exposed
awisPr� 1n Perimeter e
F (Report in
i),.r tntni -r insulation-Exterior
I ,,.mat 1"e el) Walls
It r went Wall In iutatioal nlenor
Wall lnsulation-U riace ides
Wo,
Insulatio Insio i Exterior Wall Cavities
Vda sq uare
std be reported in
S FOR COMPLETING WORKSHEET
INSTRUCTIONS n the 20th o1 each m
INFORMATION INFORMATION and Address' SeII- explanatory
me w eatheriiP d rPIPr to the 1lesid',iial
PROJECT Complete addre a Rh weal hate box Income' residence.
Residence Address' R ted t n in appropriate box.
x (For d ilirltion of L 83 Piece "X" T ype 01 Res Place n j appropriate n� fiction dared July
T anon Conservation code (choose one)
L 1 Distri t fill In a ppropriate trier
ArealDistric
Code Columbia Area
U
Lower Columbia Area
L Puget Sound Atea
T Area M Exhibit C)
W Snake River
Climate Zone. (Refer to Climate Zone
Measure
Code Duct Insulation (Report in Linear eet)
M -1 ttydronlc Piping Insulation (Report M•2 Linear Feet)
M 3 Storm Windows Windows
M-4 S Muhl- glaz l ot p lacement l Pr
t 6 M Werttlows, Lights. and prime
M Sashes and Lights Widows
tent- Conve
M A Sliding Glass Doors
French Doors
(Report the actual num
M-9 WeathersUilNr g h th ed) ntil
M-1 her installed or Wen true AreatQuA Y
M-11 her (F1ace a t
M 1 block on the worksheet)
r as otherwise, indicated. Unique circumstance cod
feet 0
Code
UM
LO
WI
WL
Montana District
Eug District District
Idaho Fasirtct
Boise D
Measure n,rm-
Code Thermostats (Report the actual CI- Therm w eatherize d) is no
M 14 bet installed Fxch Exchangers z (there
M -14 Air to Air Neat 111f measure) mete s nr.
MIS E KW i cal Wa lot measured i Pre is on
M t6 K Wh savinas measure) (Th
M-t? Water Neater P'l o measure
tr ca ving i
re
KWtr idltiers (There is nn KW
M-18 ve sure) IncomeR P 1Thr ie ,s nn
X150 vin
M -20 KWh savings for measure) M 2 °Met
Code
M 23
M 21
IA 75
t1 "r
kJ 2'
LA %a
pI 2.1
M 22
es PIM Previously Installed Measures
RO Rollover r nn, tor lour areas i'or appropriate rr+nded. enter t
a te lour s P entegq� i1y' it caulking is r ecomme nded,
Sho' is to insul doors
Qi E All measures recommendation electric water a nd sliding if the roCOrrr rs dehumidrlierg windows MEASURES mended lot treatment, 9 heat a recd me lot recommended
MEr,oED each area r ecommend ed air to e
CON gepEnter 1T-value thermostats, weathers m n r in sulation: enter li al Li- slue l Analysis conduct
Estimated ted k 'Ell such as clock Ms s ot omm ers.
added or the treasure Energy air heat exchanger min lihetg
gVahio Added �v hrgs' Fnier the kWhs t ration installed. thermostats, weatherstripping. is installed
ALLEI) MEASURE riace measures, 'treated For value or cis or I,r
For nPPro Diner itnal 1.1-value
in whole dnllars dm inlstranve C0 (Report M whole do a; Pas 11e
Insulation t I�E nter. $eparalely. each area Installed; Ilrlx► include any costs s Contribution ai d R im
installed, enter 1. for insulation Pasiire i nstalled• a dministrative stilly
raatOuar 1S caulking value added Installed;
amount does not does include any
S! Valise i hddcd ►U•Value Enter R• cost inr each m- Consumer's Contribution. the
C
ent Enter homeowner's each measure lirslntlec amount). This amount of the Co
s COST lo: he the sum i conduct
Cons,m,rr Contribution measure (up to the buy
i1 contribution Enter tinkly 11 d this amount should be
Conservation Analysis
t dollars) o psPAs cost nl Me measure asiji Irom
!IPA 1leur uursr'm_nt Enter total cog( al tiled for the me'
Total Cos kW h Savings Enter Me Wills computed Esbnratet. IFICA7ION
_...rrnR CERT c,nned
e enter
dehutntdilieis electric wain healer wrap
ia:
led m easu+ Enter computed
1 lass bat• ng air to nut
by gPA and the vvaie heal homeowner wra
Insulated kWh of insulation k
tlpES cures d„sctibe`Yp;assures Such as r 1 ado an d sliding doors other costs incurred Y
tt 51 SpnrMr.
V itiSS
ti,
A
,I,ly the me instn a the
whole
Under the authority of Public Law
and subject to legislation, regulations and policies applicable to (cite legislative program title).
41 U.S.C. 501 et sea. Federal Grants and Cooperative Aareement
2. INSTRUMENT TYPE
X GRANT
4. INSTRUMENT NO.
DE- FG79- 86BP64930
6. BUDGET PERIOD (From Thru)
09/30/86 04/30/88
9. PURCHASE REQUISITION NO.
1. PROJECT TITLE
Energy Management Services Group, Financial
Acci stance. for Innovative Approaches
3. RECIPIENT (Name, address, zip code, area code and telephone no.)
City of Port Angeles
P.O. Box 1150
Port Angeles, WA 98362
8. RECIPIENT PROJECT DIRECTOR (Name and telephone no.)
Sheila Hardy
(206) 457 -0411 ext. 180
11. RECIPIENT BUSINESS OFFICER (Name and telephone no.)
Sheila Hardy
(206) 457 -0411 ext. 180
13. BPA PTR (Name, address, zip code, telephone no.)
Don Davey RMRB
Bonneville Power Admin., P.O. Box 3621
Portland, OR 97208 (503) 230 -3124
14 RECIPIENT TYPE
STATE GOV'T
_X_ LOCAL GOV'T
INDIAN TRIBAL GOV'T
15. ACCOUNTING AND APPROPRIATIONS DATA
a ORGANIZATION b OBJ NUMBER c ACTIVITY
RMRB 65 GNL
17. BUDGET AND FUNDING INFORMATION
a. CURRENT BUDGET PERIOD INFORMATION
(1) BPA Funds Obligated This Action
(2) BPA Funds Authorized for Carry Over
(3) BPA Funds Previously Obligated in this Budget Period
(4) BPA Share of Total Approved Budget
(5) Recipient Share of Total Approved Budget
(6) Total Approved Budget
18. TOTAL ESTIMATED COST OF PROJECT
a
b.
c
d
e
20. REMARKS
grant.
21. EVIDENCE OF RECIPIENT ACCEPTANCE
(Name)
(VS2- SRPA- 6086m)
U S DEPARTMENT OF ENERGY BONNEVILLE POWER ADMINISTRATION
NOTICE OF FINANCIAL ASSISTANCE AWARD
(See Instructions on Reverse)
96 -501 Pacific NW. Electric Power Planning and Conservation Act
(Signature of Authorized Recipient Official) (Date)
DE- PR79- 89BP00819
10. TYPE OF AWARD
RENEWAL
INSTITUTION OF HIGHER EDUCATION FOR PROFIT ORGANIZATION
HOSPITAL INDIVIDUAL
OTHER NONPROFIT ORGANIZATION OTHER (Specify)
d PL -6 NUMBER
i T21404
Deobligate
(1.319.00)
-0-
46.414.00
45.095.00
15.495.00
60.590.00
60, 590.00
(This is the current estimated cost of the project. It is not a promise to award nor an authorization to expend funds in this amount)
19. AWARD /AGREEMENT TERMS AND CONDITIONS
This award /agreement consists of this form plus the following
This modification deobligates unliquidated funds
It is a unilateral action, and recipient need not
12. ADMINISTERED BY (Name, address, zip code, telephone no.)
Bonneville Power Administration
Attn: Roy Nakayama SRPA
P.O. Box 3621
Portland, OR 97208
22. AWARDED BY
(Sig,. ure)
S. ora
A. Kageler
(Name)
Contracting Officer
Act of 1977
COOPERATIVE AGREEMENT
5. AMENDMENT NO.
A 003
7. PROJECT PERIOD (From Thru)
09/30/86 04/30/88
NEW CONTINUATION
X REVISION SUPPLEMENT
(1) This Budget Period
(Total of lines a (1) and a (3)]
(2) Prior Budget Periods
FTS 429 -3612
(503)230-3612
C P SP
16. EMPLOYER I.D. NO. /SSN
91- 6001266
b. CUMULATIVE BPA OBLIGATIONS
(3) Project Period to Date
(Total of lines b.(1) and b.(2)]
of $1,319,00 and closes this
sign nor return this document.
5, +a
(1.319.00)
46.414.00
45,095.00
(Date)
BPA 1813 OCT 1986
with
Sonnovrne
rtu'npei
9 purphase racpairien number.
foPowing ni
Ftwer s&,slancc
:n o.e ki beige "Under the
the :and kite 1 he Puohc
tt bE.?10:iv, e.-.to it the tite
0 001
W!f:' appears in the SF.424 or
forie shoot
2 ;Pe beside m at financied
adit't end tele....therte nber et the or
aS a anpea'a to Siri equivaienr appca
the cipt oto amendnior n number, (Spe BRA for
6 Ono e dale for the current
if a oi tdo.iry, en tor tO
O L: dat,ei fer 1f0 budget p as changed.
the .3teri dto erirl 0t0d tortdietori date fcr
period i•tt• being charged, oilier the stertulg
date an (..10tt3 tor Ole prolect perio0, as
Erei teriohe numbe.i <pi the n6k. dual
apOicontiproboser as the doctor of the brojec,I,
in thii) hr.)x oeposaa the t;t:rri which iden
tyf.Y i t0'ett. ff
Btifiiek •iumber of the
aec...ilii..,bni!pronoset as the contact for sii business
12 Eater tns arnr. srides s anb telephone nLmher of the
w tho agreement ter BPA.
3 F....hur the r;gr,o, ar.f and telephone. number f the
GPA pregrem office. as roe Project
BkOOr Ph an X" i m the boy, beside the apphcaNe rocp-
the a torvetit organizatort aiso cheet: one
tne 0" tars Cotporation, "P" for Pad:har-
sh p SP for Pr if tha roc Pi r ot a tyhe
nut n:aPe 0 Oeir.,x me* the box ide.erie Othht," ad
t=i spaee prov
appi organixstion.
orid Pi.. 6 dumber. if du f are
"40 (.>4N0a
Feeeret Employe,r
et epoi
sah.,r enter hIsiher sroos
Of 00 ciOriar entry
zeoshjuc no enieren o ncl€:;:01a there ,,vas no error
clions For any eferitipaeen rri?giV
fil.",t1';)f..;;5OM (BR41)
Line a.(1) E.nter the 0'0Q49. Bl'A furick,
ac,bon,
Line a,(2)- Enter the amount OF BPA ...?iarldeid
bk:dic;01: pelOt:1(). any, fiw
taa sren buagot penoi.
Line 0,(3)- Enter t.he amount oz SPA iundS in: 0.h 900
in the cuon Ibga1 period
Line a,(4). Enter BPA's stiatiq: ittf tho zotat
on Line oi(5).
Lim% 500re 100 Lite- et
budget r. rio L'ne a fl3)
a,(6) -1. nter the. a;0 fr.:- the
ooPed ;Add the emr.x,mts in imps a
Line b,(1)- Eniet the amr)5..im of BPA t'ur
tterjgol oenod (Arid the a ufs Oros a 1 i):
Line. tA,90 Ewer ihe arttou- fqowri BRA rt
pe.neds.
Line b,(3) Enter the &nour ob!gated by <SPA tne it:otect
pet:od u isto. Aad the amounts n nns h (1) r
BIOCk 18 This may be at the disr:retion r,)t tbe 00 l'arr...ir.tx,
a comccited. enter oo the bion!
teprenentie, the ainr.'.:nt st rnaie of total funds and OCIU 1
K.nd centribtions (both BPA, and recip oro snares heeti0cit
()tit the eitbre F.: ncuoe oI fnh and ;Lone
prav those being pro.iided .t.•y this action ane pe.tiae
future oba;4:, and cent: it..),J1..ons oi t.t '1 4 .8 rid°
to be orph9ed enter "NA
Mock 19 !dent 1:05 the eitemt o;Ner
up the atAaid r1ose 5 nay he aTtiititsihei:J
NFAA r qco:'porated by ic Blob..k, 9 sinou•o bo C0:00
as fo',ioya:
(A) The E$;eienteht of Work and no Terre:: entj
the award must he pshvsiPaily attached to the NEAA.
Enter he aati.e el the eapnaii tita"MCatiori 0"d ?ha
of any amendrionts to the applicetich VV"iniii) the 81 sod
as the appleation face aheait, thr-.?
of Mt) SE stolO of.) used. Otherwise Lief.: ths ciatt ol trte
applkatton far letter AU negotiariad 000900
not strled in a :ei rnendriiidi s ho aap.iinacizt:in Tit*);
be stated m. the Soit.i.ci); Tenn::: and Cond bons
(0) Enter Oa nueieas of the OMB
award.
Other aporopbete docamonts may be ennt.red 00 0559(1
Mock 20 Prier any 00ar000n OF advisory comments t ere
reoured for, or aphiica.bie res setiot:.
FP03;.f 21 -99 be eocTeed
Wock 22 The vin
Hisiner riar nco1ibe entered (00 tho no
s tm^,ivaTit,11",,g
J
1. AGREEMENT NO.
DE -AI79- 89BP97958
4. ISSUED TO:
City bf Port Angeles
ATTN: Shelia Hardy
P.O. Box 1150
Port Angeles, WA 98362
6. PRINCIPAL CONTACTS
Technical:
Phone:
Administrative:
Phone:
1A.
X)
Shelia Hardy
(206) 457 -0411
Same
AGREEMENT TYPE:
Interagency
Intraagency
Intergovernmental
Customer
8. THIS AGREEMENT WAS NEGOTIATED PURSUANT TO:
9. ACCOUNTING INFORMATION (BPA USE ONLY):
RMRC 65 GNL
Submit SF -1081 or other invoice to:
Division of Fiscal Accounting and Disbursement —OT
Bonneville Power Administration
PO. Box 3621
Portland, Oregon 97208
13. EFFECTIVE PERIOD OF AGREEMENT:
This Agreement will be effective from the date in Block 2 until
September 30, 1989
BY: x
14. SIGNATURE OFyPAR7IC1P
NAME ANO TITLE OF SIGNER (Type or Print)
Frank McPhee
Mayor
(VS2- SRPA- 5545m)
U S DEPARTMENT OF ENERGY— SONNEVILLER POWER AOMINISTRATION
AGREEMENT
DATE SIGNED
5 -2 -89
MODIFICATION NO.
5. ISSUED BY:
2. EFFECTIVE DATE
CO
Signature
Date
U.S. Department of Energy
Bonneville Power Administration
PO Box3621
Portland, Oregon 97208
7. PRINCIPAL CONTACTS
Technical:
Phone:
Administrative:
Phone:
T11102 NTE: $3,000.00
10. TITLE AND BRIEF DESCRIPTION OF WORK TO BE PERFORMED UNDER THIS AGREEMENT:
DATA'GATHERING PROJECT
1. Terms and Conditions
2. Statement of Work, with Exhibits A and B
If this is an Intergovernmental or Customer Agreement, the provisions on the reverse of this form are a part of the Agreement.
11. AMOUNT TO BE PAID BY BPA: 3,000.00 Nit
AMOUNT TO BE PAID BPA:
Accoun '_Information:
SF 1081 to be submitted to:
Name
Address
Sandra A. Kageler
Contracting Officer
SRPA
79- 89BP97958
Mike Newsham RMRC
(503) 230 -5479
George McGowan SRPA
(503) 230 -3788
31 U.S C 686(a) (Federal) x: 16 U S C 832g (Other)
16 U.S.0 832a(f) (Customer)
Perform data collection activities per the attached Statement of Work. The time
period begins with the date of award and continues through September 1989. The
price per report is fixed, and the award total is subject to the number of reports
submitted, as follows:
(Max. 20 Reports /Month) X ($25.00 Each) X (6 Months) $3,000.00 NTE
The following documents are attached to and become a part of this Agreement
3. PROCUREMENT
REQUEST NO.
15. U.S. DEPT OF ENERGY, BONNEVILLE POWER ADMINISTRATION
BY
4
NAME AfF10JVITLE OF SIGNER (Type or Print)
GATE SIGNED
SPA 1398 AUG 1983
Payment:
TERMS AND CONDITIONS
Exhibit A, BPA form 1780, shall serve as the invoice for each month's
worksheet submittals. The Contractor may photocopy Exhibit A for additional
copies. The cover memo shall be addressed to:
Data Gathering Project RMRC
Bonneville Power Administration
P.O. Box 3621
Portland, OR 97208
Changes. Any changes to this agreement, as to delivery time and period of
performance, prices, or other terms of the Statement of Work, whether
requested by the Government or the Contractor, shall be approved by the
Contracting Officer and Contractor via modification to the agreement.
Option to Extend Term of Agreement. This agreement may be extended for
additional annual periods via bilateral modification, if BPA program
objectives necessitate continued performance.
Page I
Termination. This Intergovernmental Agreement may be terminated by BPA upon
30 —day's written notice. In the event of a termination, BPA shall reimburse
the servicing agency for all deliveries made upon to the effective date of the
termination, and for any commitments extending beyond the termination date,
but not exceeding the expiration date of the Intergovernmental Agreement, that
the servicing agency is unable to cancel.
Key Personnel. The Contractor shall notify BPA of any changes in technical or
administrative contacts that may be identified elsewhere in this agreement.
Contracting Officer's Technical Representative (COTR):
1. The Contracting Officer's Technical Representative (COTR) is the
authorised representative of the Contracting Officer for technical actions
performed in relation to the agreement. This includes the functions of:
(1) inspection and review of work performed; (2) inspection and witness of
tests, presentations, or other activities; (3) interpretation of technical
specifications; (4) approval of Contractor's reports, other materials and
invoices; (5) rejection of nonconforming services, material, or equipment.
2. The COTR is not authorized to act for the Contracting Officer in the
following matters pertaining to the agreement: (1) agreement
modifications that change the agreement coat, technical specifications, or
time for performance; and (2) suspension or termination.
Contracting Officer's Representative (COTR). The Contracting Officer's
Representative (COR) shall have all the rights, powers, and privileges of the
Contracting Officer necessary to the administration of the agreement:
provided, however, that the COR is not empowered to execute agreement
modifications, or to suspend or terminate the agreement.
(VS2- SRPA- 4892m)
Page 2
II. SCOPE OF WORK
A. Data Gathering
STATEMENT OF WORK
FOR
DATA GATHERING PROJECT
Page 1
I. BACKGROUND
Pursuant to P.L. 96 -501, the Bonneville Power Administration (BPA) shall
acquire the services of utility contractors who have signed the long term
Residential Weatherization Program Conservation Agreement for the task of
gathering specific data on individual weatherization measures installed in
homes under their residential weatherization programs.
Data gathered during this period shall be used to provide Conservation
staff with the ability to statistically analyze, on a per measure basis,
the types of measures installed, the cost of each measure installed, and
the estimated energy savings from each measure installed in a given
residence.
1. Worksheet (Form)
Contractors shall be provided a prenumbered worksheet (see
Exhibit B, BPA form 1741) for recording data on each residence
weatherized /job completed. The Contractor may contact the
Contracting Officer's Technical Representative for additional
forms.
2. Codes for Worksheet
To simplify recording data onto the worksheet and subsequent
data entry in the BPA computer, each measure has been assigned a
code. The codes are intended to ensure accurate reporting and
save time and space. All codes are listed on the back of the
4e rksheet.
B. Reporting Requirements
Contractors shall be reimbursed for each worksheet completed and
submitted to BPA during each reporting period. A reporting period is
defined as one calendar month beginning the first of each month. The
worksheet must be completed and submitted to the BPA Office of
Conservation no later than the 25th of each following month.
C. Procedures for Random Sampling of Completed Jobs
(WP- SRPA- 1917m)
Page 2
The Contractor shall submit one worksheet for each residence
weatherized /job completed, not to exceed 20 worksheets. If more than
20 residences are weatherized /jobs completed, the 20 worksheets
submitted must be randomly selected by means of the procedure
stipulated in Section C below. If 20 or less residences are
weatherized /jobs completed, all worksheets shall be submitted, thus
eliminating the random selection process.
Worksheets that are improperly completed will be returned to the
Contractor for correction. The Contractor shall then make the
necessary corrections and submit the corrected worksheet with the
following mouth's regular submittal.
A random sample of completed jobs (including rental, low income, and
non -low- income) for which a worksheet will be submitted will be
selected by the following procedure:
a. Arrange worksheets of jobs completed for the month in a
defensible, unbiased order that would give all participants
an equal chance of -being selected (alphabetical order is
one acceptable method).
b. Count the total number of available jobs for the month.
Divide the number of available jobs by the number of
worksheets to be submitted to BPA for the month; e.g.,
(68/20), i.e., 68 jobs are available and 20 worksheets are
to be submitted to BPA.
c. Round up the results of the fraction to the next whole
number; e.g., (3.4 4).
d. Select every fourth job of the total number of jobs
available. Return to the beginning of the list if
necessary to finish the last part of the sample and attain
the required total of 20.
e. Do not exclude any job selected.
f. Obtain and record the required information on the
worksheet. When information cannot be obtained to fill in
a blank space on the worksheet, indicate as such in the
appropriate blank space. Do not leave any blank spaces
unfilled.
TO:
Bonneville Power Administration
Attention Data Gathering Protect KRR
PO Box 3621
Portland, OR 97208
PAYEE:
t
Contractor Name
AMOUNT REQUESTED BY CONTRACTOR
No. of worksheets submitted
Distribution:
Original Disbursement Audit
Yellow BPA Area/District Office
Pink Contractor
Green CIS
Gold BPA Conservation Office
EXHIBIT A
US DEPARTMENT OF ENERGY BONNEVILLE POWER ADMINISTRATION
DATA GATHERING PROJECT
INVOICE CERTIFICATION
Reporting Period
Contractor Remittance Address (Month /Year)
(Includes corrected worksheets for resubmission.)
No.
per worksheet
AMOUNT CERTIFIED BY BPA
No. of worksheets certified Total Amount Certified
Amount deducted for unallowable claims
No. of worksheets returned for correction
ACTV /CPI PL -6 No.
Contractor Signature
BPA Program Manager
Invoice No
DE AI79- 89BP97958
Contract No.
Total Amount Requested
Date
I certify that the information received and accepted is appropriate and consistent with the terms of the contract
Date
t'ibA 1786 nC
Dr4 /rp SEP ref
1. CONTRACTOR INFORMATION
CONTRACTOR NAME
ADDRESS
11. PROJECT INFORMATION
RE SIDENCE ADDRESS
..eSIDENCE PREVIOUSLY REPORTED? YES NO
111
MEASURE AREA/
CODE OUANTITY
IV RECOMMENDED MEASURES
R -VALUE ADOED/
U -VALUE
Vi. CONTRACTOR CERTIFICATION
•t ;s*!* toes h 'bowl intimation N correct
.*MNATI IRE
U.S. DEPARTMENT OF ENERGY BONNEVILLE POWER ADMINISTRATION
UTILITY RESIDENTIAL WEATHERIZATION DATA GATHERING PROJECT WORKSHEET
ESTIMATED
KWh SAVINGS
ACCOUNT NO
INSULATION
TYPE
CONtMC1011 MUMMER
ant
ANAJOISTIMCT CLIMATE ZONE
MW
GUMMY
ITATE
EXHIBIT 13
IT-VALUE ADDED/
UNMLUE
TYPE OF RESIDENCE:
BINDLE FAMILY
MULTI- FAMILY
LOW INCOME VES NO
RENTAL YES NO
V. INSTALLED MEASURES
CONSUMER
CONTRIBUTION
CONTRACT NUMBER
UTLIm
CONTRIBUTION
REPORTING PERIOD (MONTH. YEAR)
STATE
SPA
REIMBURSEMENT
No 07602
OMB Approved
1910 -1200
ZIP CODE
(NO OF UNITS
TOTAL COST
OF MEASURE
ESTIMATED
KWh SAVINGS
DISTRIBUTION: ORIGINAL SPA Conservation Office; YELLOW Contractor; PINK CIS
BPA 1741 (Re✓erSO Side)
Dela Gathering Protect Worksheet must be completed and submitted to BPA Conservation Office no later than the 20th of each month
I. CONTRACTOR INFORMATION II. PROJECT INFORMATION
Contractor Name and Address Self explanatory
Contract No Self explanatory.
Contractor No Self explanatory
III. MEASURE CODE
Fill in applicable codes.
Measure
Certmg Insulation under Attic Space
Roof Insulation- Exterior Surface
Roof Insulation- Interior Surface
Underfloor Insulation Crawlspace
Underfloor Insulation- Basement
Underfloor Insulation- Exposed
Ciawlspace Perimeter Insulation- Interior
(Report in Linear Feet)
Perimeter Insulation Exterior (Report in
Linear Feet)
Basement Wall Insulation- Interior
Wall Insulation Unfinished Walls
Wall Insulation- Exterior Surface
Wall Insulation Exterior Wall Cavities
INSTRUCTIONS FOR COMPLETING WORKSHEET
Residence Address Complete address of home weatherized
Residence Previously Reported. Place "X" in appropriate box
Type of Residence: Place "X" in appropriate box.
Low- Income Residence. Place "X" in appropriate box (For definition of "Low- Income" residence, refer to the Residontral
Weathenzation Program Conservation Agreement, Section 1, dated July 1983
Area /Distract. Fill in appropriate code (choose one)
_Code
U Upper Columbia Area UM Montana District
L Lower Columbia Area LG Eugene District
T Puget Sound Area WI Idaho Falls District
W Snake River Area WL Boise District
Climate Zone (Refer to Climate Zone Map. Exhibit C)
Code Measure
M -1 Duct insulation (Report in Linear Feet)
M -2 Hydronic Piping Insulation (Report in
M -3 Linear Feet)
M -4 Storm Windows
M -5 Sash- Mounted Storm Windows
M -6 Multi- glazing for Replacement of Prime
M -7 Windows, Lights, and prime Window
Sashes and Lights
M f) Vent Conversion Windows
Sliding Glass Doors
M -9 French Doors
M -10 Weatherstripping (Report the actual num-
M-t1 her installed or weatherized)
M -12 Caulking (Place a 1 in the Area /Quantity
Klock on the worksheet)
Code Measure
M -13 Clock Thermostats (Report the actual num-
M-14 ber installed or weatherized)
Air to Air Heat Exchangers (There is no
M -15 KWh savings for measure)
M -16 Electrical Water Healer Wrap (There is no
M -17 KWh savings for measure)
Water Heater Pipe Insulation (There is no
KWh savings for measure)
M -18 Dehumidifiers (There is no KWh savings for
M -19 measure)
M -20 $150 for Low Income Repairs (There is nn
M -21 KWh savings for measure)
Other
M -22
NOT E All measures should he reported in square feet or as otherwise indicated. Unique circumstance codes PIM Previously Installed Measures
RO Rollover
Code
M -23
M 24
M 25
M 2�
M 27
M 28
M 29
sV RECOMMENDED MEASURES
Area /Quantity Enter, separately. each area recommended for treatment, e g if the recommendation is to insulate four separate attics, enter data for four areas For approprr ie recorn-
me eded measures such as clock thermostats, weatherstripping, air to air heat exchangers, dehumidifiers electric water heater wrap, enter quantity if caulking Is recommender: enter 1
f', Value Aaaed/U- Value. Enter El-value added for recommended insulation, enter final U -value for recommended windows and sliding doors
Esirrnated kWh Savings. Enter the kWh s computed for the measure from Energy Conservation Analysis conducted
V INSTALLED MEASURES
Insulation Type For appropriate measures, describe type of insulation installed, eg fiberglass bat
Area /Ouantity Enter, separately, each area treated For measures such as clock thermostats, weatherstripping. air to air heat exchangers, dehumidrheis electric water heater wrap er;,ry
quantity If caulking installed, enter 1
R -Value Added /U -Value Enter R -value added for insulation installed; enter final U -value for windows and sliding doors installed
Consumer Contribution Enter homeowner's cost for each measure installed. (Report in whole dollars)
Utility Contribution Enter utility's cost for each measure installed This amount does not include any administrative costs or other costs incurred by BPA and the homeowner (Report in
whole dollars).
BPA Reimbursement BPA's cost of the measure (up to the buy -back amount). This amount does not include any administrative costs (Report in whole dollars)
Total Cost of Measure Enter total cost of the measure installed. 1 his amount should be the sum of the Consumer's Contribution, the Utility's Contribution and BPA's Reimbursement
Estimated kWh Savings. Enter the kWhs computed for the measure from the Energy Conservation Analysis conducted
Vi.
�CONfRACfOR CERTIFICATION
Contractor Signature Date signed
e
AGREEMENT NO.
DE- AI79- 89BP97958
4. ISSUED TO:
City of Port Angeles
ATTN: Shelia Hardy
P.O. Box 1150
Port Angeles, WA 98362
6. PRINCIPAL CONTACTS
Technic: Shelia Hardy
Phone:
Administrative:
Phone:
(206) 457 -0411
Same
1. Terms and Conditions
8. THIS AGREEMENT WAS NEGOTIATED PURSUANT TO:
U S DEPARTMENT OF ENEaGY- •80NNEVILL,ER POWER ADMINISTRATION
1 A. AGREEMENT TYPE:
Interagency
Intraagency
X) Intergovernmental
Customer
AGREEMENT
2. Statement of Work, with Exhibits A and B
Division of Fiscal Accounting and Disbursement —OT
Bonneville Power Administration
PO. Box 3621
Portland, Oregon 97208
13. EFFECTIVE PERIOD OF AGREEMENT:
This Agreement will be effective from the date in Block 2 until
Seotember 30, 1989
14. SIGNATURE OF PARTICIPANT
BY: f 1 1 ‘1
ea
NAME AND TITLE OF SIGNER (Type or Print) DATE SIGNED
Frank McPhee
Mayor 5 -2 -89
(VS2- SRPA- 5545m)
MOOIFICATION NO. 2. EFFECTIVE DATE
CO
Signature
Date
5. ISSUED BY:
U.S. Department of Energy
Bonneville Power Administration
P.O. Box 3621
Portland, Oregon 97208
7. PRINCIPAL CONTACTS
Technical:
Phone:
Administrative:
Phone:
C 16 U.S.C. 832a(f) (Customer)
9. ACCOUNTING INFORMATION (BPA USE ONLY):
RMRC 65 GNL T11102 NTE: $3,000.00
10. TITLE AND BRIEF DESCRIPTION OF WORK TO BE PERFORMED UNOER THIS AGREEMENT:
DATA GATHERING PROJECT
It hits is an Intergovernmental or Customer Agreement. the 1 on Me at this tone m pert of the Aq
11. AMOUNT TO BE PAID BY BPA: S 3, UUU. UU Nit
Submit SF -1081 or other invoice to:
AMOUNT TO BE PAIO BPA: S
Accoun .Information:
SF 1081 to be submitted to:
Name
Address
SRPA
l9- 898P97958
Mike Newsham RMRC
(503) 230 -5479
George McGowan SRPA
.(503) 230 -3788
3. PROCUREMENT
REQUEST NO.
C 31 U.S.C. 686(a) (Federal) )C 16 U S.C. 8328 (Other)
Perform data collection activities per the attached Statement of Work. The time
period begins with the date of award and continues through September 1989. The
price per report is fixed and the award total is subject to the number of reports
submitted, as follows:
(Max. 20 Reports /Month) X ($25.00 Each) X (6 Months) $3,000.00 NTE
The following documents are attached to and become a part of this Agreement:
15. U.S. DEPT. OF ENERGY, BONNEVILLE POWER ADMINISTRATION
BY*
j NAME AND TITLE OF SIGNER (Type or Print) DATE SIGNED
Sandra A. Kageler
Contracting Officer
8PA 1398 AUG 1983
5.48
Payment:
TERMS AND CONDITIONS
Page 1
Exhibit A, BPA form 1780, shall serve as the invoice for each month's
worksheet submittals. The Contractor may photocopy Exhibit A for additional
copies. The cover memo shall be addressed to:
Data Gathering Project RMRC
Bonneville Power Administration
P.O. Box 3621
Portland, OR 97208
Changes. Any changes to this agreement, as to delivery time and period of
performance, prices, or other terms of the Statement of Work, whether
requested by the Government or the Contractor, shall be approved by the
Contracting Officer and Contractor via modification to the agreement.
Option to Extend Term of Agreement. This agreement may be extended for
additional annual periods via bilateral modification, if BPA program
objectives necessitate continued performance.
Termination. This Intergovernmental Agreement may be terminated by BPA upon
30 -day's written notice. In the event of a termination, BPA shall reimburse
the servicing agency for all deliveries made upon to the effective date of the
termination, and for any commitments extending beyond the termination date,
but not exceeding the expiration date of the Intergovernmental Agreement, that
the servicing agency is unable to cancel.
Key Personnel. The Contractor shall notify BPA of any changes in technical or
administrative contacts that may be identified elsewhere in this agreement.
Contracting Officer's Technical Representative (COTR):
1. The Contracting Officer's Technical Representative (COTR) is the
authorised representative of the Contracting Officer for technical actions
performed in relation to the agreement. This includes the functions of:
(1) inspecpiima and review of work performed; (2) inspection and witness of
testa, presentations, or other activities; (3) interpretation of technical
specifications; (4) approval of Contractor's reports, other materials and
invoices; (5) rejection of nonconforming services, material, or equipment.
2. The COTR is not authorized to act for the Contracting Officer in the
following matters pertaining to the agreement: (1) agreement
modifications that change the agreement cost, technical specifications, or
time for performance; and (2) suspension or termination.
Contracting Officer's Representative (COTR). The Contracting Officer's
Representative (COR) shall have all the rights, powers, and privileges of the
Contracting Officer necessary to the administration of the agreement:
provided, however, that the COR is not empowered to execute agreement
modifications, or to suspend or terminate the agreement.
(VS2- SRPA- 4892m)
Page 2
II. SCOPE OF WORK
I. BACKGROUND
Pursuant to P.L. 96 -501, the Bonneville Power Administration (BPA) shall
acquire the services of utility contractors who have signed the long term
Residential Weatherizatioa Program Conservation Agreement for the task of
gathering specific data on individual weatherization measures installed in
homes under their residential weatherization programa.
Data gathered during this period shall be used to provide Conservation
staff with the ability to statistically analyze, on a per measure basis,
the types of measures installed, the cost of each measure installed, and
the estimated energy savings from each measure installed in a given
residence.
A. Data Gathering
1. Worksheet (Form)
Contractors shall be provided a prenumbered worksheet (see
Exhibit B, BPA form 1741) for recording data on each residence
weatherized /job completed. The Contractor may contact the
Contracting Officer's Technical Representative for additional
forms.
2. Codes for Worksheet
STATEMENT OF WORK
FOR
DATA GATHERING PROJECT
Page 1
To simplify recording data onto the worksheet and subsequent
data entry in the BPA computer, each measure has been assigned a
code. The codes are intended to ensure accurate reporting and
`,save time and space. All codes are listed on the back of the
74rorksheet.
B. Reporting Requirements
Contractors shall be reimbursed for each worksheet completed and
submitted to BPA during each reporting period. A reporting period is
defined as one calendar month beginning the first of each month. The
worksheet must be completed and submitted to the PTA Office of
Conservation no later than the 25th of each following month.
(WP SRPA- 1917m)
C. Procedures for Random Sampling of Completed Jobs
Page 2
The Contractor shall submit one worksheet for each residence
weatherized /job completed, not to exceed 20 worksheets. If more than
20 residences are weatherized /jobs completed, the 20 worksheets
submitted must be randomly selected by means of the procedure
stipulated in Section C below. If 20 or less residences are
weatherized /jobs completed, all worksheets shall be submitted, thus
eliminating the random selection process.
Worksheets that are improperly completed will be returned to the
Contractor for correction. The Contractor shall then make the
necessary corrections and submit the corrected worksheet with the
following month's regular submittal.
A random sample of completed jobs (including rental, low- income, and
non -low- income) for which a worksheet will be submitted will be
selected by the following procedures
a. Arrange worksheets of jobs completed for the month in a
defensible, unbiased order that would give all participants
an equal chance of-being selected (alphabetical order is
one acceptable method).
b. Count the total number of available jobs for the month.
Divide the number of available jobs by the number of
worksheets to be submitted to BPA for the month; e.g.,
(68/20), i.e., 68 jobs are available and 20 worksheets are
to be submitted to BPA.
c. Round up the results of the fraction to the next whole
number; e.g., (3.4 4).
d. Select every fourth job of the total number of jobs
available. Return to the beginning of the list if
necessary to finish the last part of the sample and attain
the required total of 20.
e. Do not exclude any job selected.
f. Obtain and record the required information on the
worksheet. When information cannot be obtained to fill in
a blank space on the worksheet, indicate as such in the
appropriate blank space. Do not leave any blank spaces
unfilled.
TO:
Bonneville Power Administration
Attention Data Gathering Project KRR
PO Box 3621
Portland. OR 97208
PAYEE:
EXHIBIT A
US DEPARTMENT OF ENERGY BONNEVILLE GOWER ADMINISTRATION
DATA GATHERING PROJECT
INVOICE CERTIFICATION
Contractor Name Contract No.
Invoice No
DE— AI79- 89BP97958
Reporting Period
Contractor Remittance Address (Month /Year)
AMOUNT REQUESTED BY CONTRACTOR
No. of worksheets submitted
(Includes corrected worksheets for resubmission.)
No.
Distribution:
Original Disbursement Audit
Yellow BPA Area/District Office
Pink Contractor
Green CIS
Gold BPA Conservation Office
per worksheet
AMOUNT CERTIFIED BY BPA
No. of worksheets certified Total Amount Certified
Amount deducted for unallowable claims
No. of worksheets returned for correction
ACTV /CPI PL No.
Total Amount Requested
Contractor Signature Date
I certify .that the information received and accepted is appropriate and consistent with the terms of the contract.
BPA Program Manager Date
;MA t71714
e M 04 SFr S
p INFORMA
a,41,1■CTOP WOE
I. CONTRACTOR
;poetess
{ll
MEASURE
t) 1-1‘)c.
t40
MB moved
1910-1200 Mooe OBIT 11 ptyWEa AD��E V WORKS O REa+oD ?apt" f 1
QF p�►T�lK� pnOJ
V.S. pE�rENt
MIEA M Ea
STATE ZIP CODE
INFORMA
11. PROJECT
�ESS
pEStpEMCE Y O
,eSYb SCEPaF���YREPONI 1 TOO 0
MENDED ME#SURES
?V AE us Aoviot yAY1N
r�E+u V
��j1jY
NO
ACCOUNT
—f— Fr
-----------.....A.. OF RESIDENCE: o MO Of OATS tYP NONSE FASO
0 1aN+Y YEt► t C7
W WON. YES 0
M EASU t t of a,Enaua
a9EM E"t
Y- �Nj
P-vaue V-7_
r ;74f oe.rr.-e •idel
Cam Gathering Project Worksheet must be
I CONTRACTOR INFORMATION
Contractor Name and Address Sell explanatory
Contract No Self explanatory
Contractor No Self- explanatory
111 MEASURE CODE
Fitt in applicable codes
Measure
Ceiling insulation under Attic Space
Nord Insulation Exterior Surface
Noel Insulafinn- Interior Surface
Undo r Hon, Insulation- Crawlspace
!Underfloor Insulation- Basement
Und "rlionr Insulation- Exposed
r:'a :Ispece Perimeter Insulation Interior
(Deem! in Linear reel)
Po,:rnater lesUlaline- Exterior (Report in
Linear reel)
11 r�eurent Wall Insulation Interior
Wail Insulaticn-Unhnished Walls
tiall Insteahcn Exterior Surface
Wa'i Insulation Exterior Wall Cavities
NOI E All
Code
M -1
M -2
M -3
M -4
M5
M -6
M -7
MA
M -9
M 10
M -11
M -12
INSTRUCTIONS FOR COMPLETING WORKSHEET
completed and submitted to BPA Conservation Office no later than the 20th oI each month
11. PROJECT INFORMATION
Residence Address Complete address of home weatherized
Residence Previously Reported Place "X" in appropriate box
Type of Residence: Place "X" In appropriate box
Low- Income Residence' Place "X" in appropriate box (For definition of "Low- Income" residence, refer to thr' fleseleerial
Weatherization Program Conservation Agreement. Section 1, dated July 1983
ArealDistrict Fill in appropriate code (choose one)
_Code_
U Upper Columbia Area
L Lower Columbia Area
T Puget Sound Area
W Snake River Area
Climate Zone (Refer to Climate Zone Map, Exhibit C)
Measure
Duct Insulation (Report in Linear Feet)
flydronlc Piping Insulation (Report in
Linear Feet)
Storm Windows
Sash Mounted Storm Windows
Multi glazing for Replacement of Prime
Windows, Lights, and prime Window
Sashes and Lights
Vent Conversion Windows
Sliding Glass Doors
French Doors
Weatherstripping (Report the actual num-
ber installed or weatherized)
Caulking (Place a 1 in the Area Ouantity
Nock on the worksheet)
_Code
UM
LG
WI
WL
Montana District
Eugene District
Idaho Falls District
Boise District
Code Measure
M -13 Clock Thermostats Report the actual nirnr-
M-14 ber installed or weatherized)
Air to Air Heat Exchangers (There is no
M -15 KWh savings for measure)
M -16 Electrical Water Heater Wrap (There is no
M 17 KWh savings for measure)
Water Heater Pipe Insulation (There rs no
KWh savings for measure)
M -18 Dehumidifiers (There is no KWh saving", for
M 19 measure)
M 20 $150 for Low inr•.ome Repairs (There is no
M 21 KWh savings for measure)
Other
M 22
measures should he reported in square feet or as otherwise indicated Unique circumstance codes PIM Previously Installed Measures
RO Rollover
Code
M 23
M 74
M 75
P4
^r
M 7
M a
M
1 MEASURES
^,re9 /Ouantit• Enter, separately. each area recommended for treatment, e g rf the recommendation is to insulate four separate attics, enter data for four areas For appropriate recom-
mended pleasures such as clock thermostats, weatherstripping, air to air heat exchangers, dehumidifiers electric water heater wrap, enter quantity If cau is recommended enter 1
R Value Arlded /U- Value. Enter R -value added for recommended insulation enter final U -value for recommended windows and sliding doors
Estimated kWh Savings Enter the kWhs computed for the rneasere from Energy Conservation Analysis conducted
V INSTALLED MEASURES
/ululation Type: For appropriate measures, describe type of insulation installed. a g.. fiberglass bat
Area /Quantity Enter. separately. each area treated For measures such as clock thermostats. weatherstripping. air to air heat exchangers, dehumidifiers electric water heater wrap enter
quantity 11 caulking installed, enter 1.
R Value Added/Li-Value Enter R -value added for insulation installed: enter final U -value for windows and sliding doors installed
Consumer Contrfhutinn Enter homeowner's cost for each measure installed (Report in whole dollars)
Utility Contribution Enter Wilily s cost for each measure Installed This amount does not include any administrative costs or other costs incurred by BPA and the homeowner (Bernd in
whole dollars)
3PA Reimbursement RPA's cost of the measure (up to the buy -hack amount) This amount does not include any administrative costs (Report In whole dollars)
hoof Cost of Measure Enter total ant of the measure installed ihis amount should he the sum of the Consumer's Contribution, the Utility's Contribution arid RPA's Rerrnhursemenl
Eshmete0 kWh Savings Enter the kWhs computed tor the measure irom the Energy Conservation Analysis conducted
.Vi CONTRACTOR CERTIFICATION
:'errtra'tor stonature Dale signed
D -2.13. FIELD INSPECTOR
(BPAI 15.0202 -13)
(a) The field Inspector if one is required for this award will be appointed
in a separate letter written to the recipient by the Project Technical
Representative. The Field Inspector is the authorized representative of the
Project Technical Representative for:
(7604m)
(1) Performing the functions of
(A) inspection and review of work performed;
(8) inspection and witness of tests or presentations or
other activities;
(C) interpretation of technical requirements;
(D) approval of recipient's reports, and materials or
work performed; and
(E) release of materials for shipment, if applicable.
(2) Provides technical inspection of the results of the project
and recommends corrections necessary to meet award specifications or
requirements of supplies or services performed.
(b) The Field Inspector is not authorized to act in the following matters
pertaining to the award: (1) modifications that change the award amount,
technical requirements or time for performance; (2) suspension or termination
of the recipient's right to proceed; and (3) final decisions on any matters
subject to appeal
15
.5,8
OOE F 1600.1
A
Under the authority of Public Law 96-501, Pacific NW. Electric Power Planning Conservation Act
subject to legislation, renulatlons and policies applicable to (cite legislative program title): 41 U.S.C. 501 et. seq. Federal
and Cooperative Agreement Act of 1977
1 PROJECT TITLE 2. INSTRUMENT TYPE
Energy Management Service Group C1 GRANT 0 COOPERATIVE AGREEMENT
Financial Assistance for Innovative Approach€ INSTRUMENT NO. 5. AMENDMENT NO.
3 RECIPIENT (Name, address, zip code, area code and telephone no) I DE- FG79- 868P64930
City of Port Angeles 6. BUDGET PERIOD
P.O. Box 1150
Port Anoeles. WA 98362
8. RECIPIENT PROJECT DIRECTOR (Name and telephone No.)
Sheila Hardy
(206) 457 -0411 ext. 180 I
9. RECIPIENT BUSINESS OFFICER (Name and telephone No.)
Sheila Hardy
(206) 457 -0411 ext. 180
11 OOE PROJECT OFFICER (Name, address, zip code, telephone No.)
BPA Leslie Brown OSPB
415 First Avenue North, Room 250
Sestt1e WA 9R1Q9 (2WF) 442 4360
13. RECIPIENT TYPE
INOIAN TRIBAL GOVT
C INSTITUTION OF
HIGHER EDUCATION
14. ACCOUNTING AND APPROPRIATIONS DATA
a Organization I t• Ob.i Number
KRN 1 41
16 BUOGET ANO FUNDING INFORMATION
a. CURRENT BUDGET PERIOD INFORMATION
(11 OOE Funds Obligated This Action
(2) DOE Funds Authorized for Carry Over
(3) DOE Funds Previously Obligated in this Budget Period
(4) OOE Share of Total Approved Budget
(5) Recipient Share of Total Approved Budget
(6) Total Approved Budget
17. TOTAL ESTIMATED COST OF PROJECT S
(This Is the current estimated cost of the protect It is not a promrsa to award nor an authonzaton to expend funds in this amount
18. AWARD /AGREEMENT TERMS ANO CONDITIONS
This award /agreement consists of this form plus the following:
a. Attachment I
STATE GOV'T
172 LOCAL GOVT
b. Attachment II
c. Attachment III
d. OMB Circulars
19. REMARKS
U S. DEPARTMENT OF ENERGY
NOTICE OF FINANCIAL ASSISTANCE AWARD
(See Instructions on Reverse)
s
s
s
46,414.00
-U-
-0-
46,414.00
15,495.00
61,909.00
61,909.00
FROM 09/30/86Hnu 3/31/88
10 TYPE OF AWARD
g( NEW
REVISION
(3) Project Period to Date
(Total of lines b. (1) and b. (211
Technical Proposal dated May 21, 1986 (21 pages)
and September 10, 1986, letter of clarification (1 page)
Budget Proposal dated May 21, 1986 (8 pages)
General and Specific Provisions (15 pages)
A -102 and A -87, incorporated by reference.
20. EVI,OENCEO RECIPIENT ACCEPTANCE 21. AWARDED BY
o
/Signature of Authorized Recipient Official) (Oat.)
Charles D. Whidden
Mayor
(8131m)
(Name)
(Tide)
lb. CUMULATIVE DOE OBLIGATIONS
(1) This Budget Period
[Total of lines al I) and a. (31
(2) Pnor Budget Penods
FROM
SUPPLEMENT
E HOSPITAL FOR PROFIT
ORGANIZATION
C OTHER NONPROFIT
ORGANIZATION C P SP
Dale S. LA W
Contractin trticer
(Ti fife)
7 PROJECT PERIOD
5,46
and
Grant
09 /30 /86THRu 3/31/88
CONTINUATION RENEWAL
12. ADMINISTERED FOR DOE BY (Name, address, zip code, telephone No.)
Bonneville Power Administration
ATTN: Dale Latham EMRI
P.O. Box 3621 FTS 429 -5191
Portland, OR 97208 (503) 230 -5191
INDIVIDUAL
OTHER (Specify)
115. EMPLOYER I 0 NUMBERISSN
c. Account I d1d.Q
1 74120 I 9/U -.51Z 91- 6001266
r Z T2P;?
s 46
-0-
S
s 46,414.00
a °G
/Dare)
*W*
1, ,-;•.--1
,,'ax�`'���
ESTABLISH AN ENERGY MANAGEMENT SERVICE GROUP
FOR PUBLIC INSTITUTIONS LOCATED IN PORT ANGELES, WASHINGTON
PROPOSAL TO
May 21, 1986
TECHNICAL PROPOSAL
SUBMITTED BY
CITY OF PORT ANGELES, _WASHINGTON
Program Solicitation No. DE-P579-868P61375
Bonneville Power /\dminlstration`s Program for
Financial Assistance for Innovative Approaches to
Conservation by Local Jurisdictions and Indian Tribes
`1
PORT q
\F
C TVLI GN
Division of Materials and Procurement EMRI
Attn: Barbara Hull
Bonneville Power Administration
P.O. Box 3621
Portland, OR 97208
Re: Financial Assistance Program
Dear Ms. Hull,
CITY OF PORT ANGELES
240 WEST FRONT ST P O BOX 1150 PORT ANGELES WASHINGTON 98362
PHONE (206) 457 -0411
May 20, 1986
The city of Port Angeles is pleased to submit the attached proposal to establish
an energy management service group for local public institutions in response
to Program Solicitation No. DE- PS79- 86BP61375 for Financial Assistance for
Innovative Approaches to Conservation by Local Jurisdictions and Indian Tribes.
The Port Angeles contact for business or technical questions is Sheila Hardy,
Conservation Manager and project director on this proposal, phone (206)
457 -0411, ext. 180.
The proposal is valid for 120 days from the closing date of May 23, 1986.
The project period is 18 months including a three month startup, twelve month
implementation and three month completion phase. The more detailed timeline
is included in the body of the proposal.
Responsibility and administration of the project lies completely with the city
of Port Angeles. However, participation by local institutions is obviously
essential to program success. Program marketing is seen as one of the startup
tasks but in order to demonstrate the interest which exists we contacted a
few potential participants who enthusiastically submitted letters of interest
to include in our proposal. Also attached is a letter of support from the
Association of Washington Cities.
We are excited about the potential for building local capability that this
project promises and look forward to implementing it with the help of the
Financial Assistance Program.
Please do not hesitate to contact us if you have any questions.
SH /ebd
Sincerely,
aL
R. L. Saville
Director, Light Department
SE.TrC'1l (Y— RE3.l.R (Piec.re reference the proper i!e n 7114 77l 3 r from Sec:i rrj I, II of III, if a 27 lica3
Section I -1.
Item 11. City residents will benefit from lower operating costs of loca 1
public institutions.
Item 15. Earlier start date possible, 66,'9/ 1 depending on date of award.
s
Pcninsua Co__c
Barbara Hull
Division of Materials and Procurement EMRI
Bonneville Power Administration
P.O. Box 3621
Portland, Oregon 97208
Dear Ms. Hull:
1502 East Lauridsen Boulevard
C Port Angeles, Washington 98362
Telephone (206) 452 -9277
May 13, 1986
The administration of Peninsula College strongly supports the proposal
by the City of Port Angeles to establish an Energy Management Service
group for local institutions. We look forward to participation in such
a program if a grant is awarded.
We have taken all the Energy Conservation Measures which were identified
in previous energy audits and technical assistance studies. In addition,
we are currently under contract for a technical assistance study to provide
third -party financing of a complete energy management system with a pay-
back through energy cost savings.
Participation in an energy management service group as proposed by the
City of Port Angeles would provide us with a valuable resource of infor-
mation, and a place to share our ideas and experiences with others in
an ongoing effort to keep our energy usage as low as possible.
Sincerely yours,
Frank H. Thayer
Business Manager
North Olympic
Library System
Barbara Hull
Division of Materials and Procurement,EMRI
Bonneville Power Administration
P.O. Box 3621
Portland, OR 97208
Dear Ms. Hull:
serving all of clallam county
16 May, 1986
The Library strongly supports the City of Port Angeles proposal
to establish an Energy Management Service group for local
insitutions and looks forward to participation in such a program
if a grant is a warded.
It is vital that we contain our operating costs, and we have been
fortunateto have the cooperation of the City and in particular
Sheila Hardy's expertise to draw upon. Response to our requests
has been timely, professional and productive. With Ms. Hardy's
assistance, we have evaluated our energy use in all of our
facilities and participated in !BP programs. In the first year
of the Port Angeles Library retrofit, we are experiencing a 13`.
reduction in energy useage. Otner buildings include a rennovatec
35 year old bank. a retail building constructed prior tc 1920, and
a former butcher shop...our needs are special and represent circum-
stances that have been successfully adgressec.
The services which this grant would provide are much needed and
will provide expertise wnicn our organization cannot otherwise
afford.
Please do not hesitate tc call me, if I can provide other informalon.
Sincerely,
o Davies, Director
cc:Sheila Hardy
LIBRARY SERVICE CENTER, 2210 5 Peabody, Port Angeles, WA 98362 (206)457 -1464 /PORT ANGELES BRANCH LIBRARY, 207 5 Lincoln
Port Angeles, WA 98362 (206)452- 9253 /SEQUIM BRANCH LIBRARY, 800 N Sequim Ave Sequim, WA 98382 (206)683-1161/FORKS BRANCH
LIBRARY, 224 Forks Ave 5 Forks, WA 98331 (206)374- 6402 /CLALLAM BAY BRANCH LIBRARY Clallam Bay, WA 98326 (206)374 -6499
!Ilea Code 206
457-8575
Dear Ms. Hull:
Port Angeles Public Schools
SCHOOL DISTRICT NO 121
Superintendent
Barbara Hull
Bonneville Power Administration
Lloyd Center Tower, 17th Floor
825 N.E. Multnomah St.
Portland, OR 97232
May 16, 1986
Port Angeles School District No. 121 strongly supports the proposal
of the City of Port Angeles to establish an energy management
service group for local institutions and will be interested in
participation if a grant is received under BPA's Financial
Assistance Program.
The Port Angeles School District has been working on reducing energy
usage in its schools for the past six years, with limited funding
available. Results of conservation measures taken have been
positive in reducing energy usage and costs.
We have a computerized energy management system in our High School,
consisting of ten separate buildings. During the past year, results
appear to be positive in saving energy. We are presently in the
process of calling for bids to utilize this system in two other
District schools. Our long -range goal is to have all our schools
under an energy management system where we can control from one
central location.
Port Angeles School District is very much interested in the proposal
of 'Port Angeles City Light to be able to work together on this
important task of energy conservation.
Your support of the Port Angeles City Light proposal will be greatly
appreciated.
WAS:ct
Sincerely,
itt'
William A. Serrette
Superintendent of Schools
216 East Fourth Street
Port Angeles, Washington 98362
BOARD OF COUNr1 COMMISSIONERS
EVAN JONES DISTRICT 1
DOROTHY DUNCAN DISTRICT lI
LAWRENCE GAYDESKI DISTRICT III
May 20, 1986
Ms. Barbara Hull
Division of Materials and Procurement EMRI
Bonneville Power Administration
Post Office Box 3621
Portland, OR 97208
Dear Ms. Hull:
The Board of Clallam County Commissioners strongly supports the City of
Port Angeles' proposal to establish an Energy Management Service group
for local institutions and looks forward to participation in such a pro-
gram if a grant is awarded.
Sincerely,
BOARD OF CLALLAM COUNTY COMMISSIONERS
Evan Jon(s, C) rman
Of/4
Lawrence Gaydes,Ki
Dorothy Oncan
mb
CLALLAM COUNTY
COMMISSIONERS' OFFICE
COLRCHOL SE
223 EASE FOURTH SrRFE1
PoRr ANGELES WASHING ION 98362 -3098
(206) 452 -7831 Exr 233
SCAN 575-1234
-AWC
May 21, 1986
ASSOCIATION OF WASHINGTON CITIES
Ms. Barbara Hull
Bonneville Power Administration
P.O. Box 3621
Portland, Oregon 97208
RE: Financial Assistance Program
Dear Ms. Hull:
Sine
avid B .ams
AWC /WSAC Energy Specialist Cooperation for Better Communities
1076 S Franklin St
Olympia, WA 98501
(206175:3
On behalf of this Association, I'd like to offer this letter of strong support for the
Financial Assistance Proposal being developed and submitted by the city of Port Angeles.
Ms. Sheila Hardy, Port Angeles City Light's Conservation Manager has described their
proposed Energy Management Service Group for Public Institutions Program to me and I
am very excited about the Program's potential success both within the community and in
others within Washington and the Northwest.
Both this Association and the Washington State Association of Counties (WSAC) actively
support and encourage local governments to identify, implement and monitor electrical
energy efficiency improvements in public facilities and operations. As Energy Specialist
for both Associations, I have closely followed BPA's Institutional Buildings Program and
have continued to encourage BPA and the Washington State Energy Office (WSEO) to provide
opportunities for 'field testing' of a variety of delivery mechanisms designed to capture
and keep operational cost- effective electrical efficiency improvements in the public
sector. Port Angeles's proposal does offer this opportunity and at a time when BPA is
responding to suggestions of the IBP Options Group to focus on localized opportunities
to better 'track' savings investments, this proposed Program could be very beneficial.
I am particularly excited about Port Angeles's proposed Program because it offers the
immediate potential to address this pressing issue and provide BPA and other jurisdictions
with a working model that might prove useful in other areas. I have offered Ms. Hardy
Our Associations full support and cooperation and in particular, have suggested that we
help publicize the ongoing progress of their Program via a variety of mechanisms. In
particular, our Associations work cooperatively with the Conference of Local Energy Officials
in Washington (CLEOW) in publishing a quarterly newsletter for wide distribution in the
state. Our membership includes local government, educational and special district person-
net responsible for energy matters. We would be most pleased to provide a space in this
newsletter every quarter to highlight Port Angeles's experiences during and after this
Program in an effort to encourage others to take similar actions. If funded, I will work
with Ms. Hardy to explore a variety of other assistance opportunities that we can provide.
Having been closely involved with BPA in the development and continuation of the Financial
Assistance Program, our Associations are pleased to support and participate in this
Program effort and are committed to help in any way possible to insure its success and
widespread dissemination. I encourage BPA to look favorably at this proposal.
ABSTRACT
Page 1
The City of Port Angeles proposes to establish an energy management service
group for public institutions located in the City Light Department's service
area.
Local institutions have, in recent years, taken steps to reduce the energy
consumption of their facilities through installation of energy conservation
measures and /or use of renewable resources. They have participated in BPA's
Institutional Buildings Program (IBP) or have accomplished the retrofits through
other means. The next logical step in this process is to establish a system to
monitor the performance of these buildings and further tune and adjust them
through operation and maintenance to obtain continued maximum energy efficiency.
In the process, institutions can continue to build capability amongst the
persons maintaining their facilities which will favorably impact energy usage in
the years to dome.
The energy management group has four main purposes:
1. To establish a network between participating institutions to encourage
sharing experiences and ideas and pooling resources.
2. To provide opportunities for building operators to upgrade their energy
management interest, awareness and skills.
3. To track building energy usage to monitor building performance and evaluate
effectiveness of past and future conservation strategies.
4. To provide institutions with technical assistance.
In order to meet these objectives, the City expects to offer activities and
services such as the following to participating institutions:
Opportunities to meet and exchange information with other institutions.
Newsletter
Training and information for building operators
Assistance in developing and implementing energy management plans
Monthly energy accounting summaries which will allow institutions to assess
their monthly energy performance.
In -house energy accounting capability can be established for those
institutions owning appropriate micro- computers.
Energy audits and trouble shooting by City energy analysts.
It is expected that at the end of the project, each institution will have in
place the structure and capability necessary to maintain energy efficient
operation in the years to come. In addition. liaisons established between
institutions during the project will continue to function as a community energy
resource. Responsibility and administration for the program will lie entirely
with the City.
INTRODUCTION
Port Angeles is a city of 17,000 population, located on Washington's Olympic
Peninsula. The City acts as a center for the surrounding areas which are rural
in nature, and is the location of both the municipal government and the Clallam
County seat. Other public institutions located within the City but which serve
the broader area include Peninsula College, North Olympic Library District, Port
Angeles School District No. 121, Olympic Memorial Hospital, Port of Port
Angeles, and the U. S. Coast Guard Station. In addition, there are various U.S.
and State government offices, including the headquarters for Olympic National
Park. Typical of other non -urban jurisdictions of its size, experience gained
in Port Angeles can be expected to transfer well to the many similar areas
throughout the region.
The City government operates with a City Manager and an elected Council.
Functions encompass those common for municipalities and include an electric
utility. The City Light Department has operated an aggressive conservation
program for over five years, which now includes offerings for both residential
and commercial customers. In addition, the City has retrofitted six buildings
under the Institutional Buildings Program (IBP). The project at the municipal
swimming pool was granted a State Award for Energy Innovation in 1984. City
staff has encouraged other local institutions to participate in the IBP.
DESCRIPTION OF PROJECT OBJECTIVES AND PROPOSED ACTIVITIES
Program start -up involves data collection, establishing relationships, and
setting up energy accounting.
Page 2
The overall objective of the project is to establish an energy management
service group for public institutions located in the City of Port Angeles.
Local institutions have, to one degree or another, made efforts at reducing
energy consumption. However, in spite of initial successes, we now need
long -term follow -up to protect conservation investments. A common experience is
that measures are taken and equipment installed but the structure is not in
place at the local level to monitor the effectiveness of these efforts.
Unfortunately, it is a well -known fact that an unwatched building moves toward
the point of maximum possible energy consumption.
The four principal services this group will offer participating institutions are
(1) networking with other institutions; (2) training for building operators; (3)
energy accounting; and (4) technical assistance.
Specific work tasks:
1. Identify potential participants: This task essentially done as part
of preparation of proposal. There are eleven public entities in Port
Angeles which could participate.
2. Market program: Five institutions, including the City, contacted
during proposal preparation have already expressed an interest in the
project. The program will be marketed to both these and the
additional six potential participants in order to obtain a high level
of interest and participation. Our goal will be to have at least
eight institutions participating. However, in light of the one
hundred percent interest expressed by institutions contacted prior to
proposal preparation, nearly full participation is expected.
3. Identify key individuals at each institution: This step establishes
the energy management players and answers questions such as: Who
makes energy management decisions? Who carries out procedures? Who
is most effective in implementing measures at each building? What are
attitudes toward energy management:
4. Collect building or facility specific information:
a. Current status: Determine existing energy management practices,
operation and maintenance (0 M) procedures; catalog buildings
and facilities; list conservation measures previously installed
and dates; list measures planned for installation.
b. Needs assessment: Determine areas where institution management
and building operators feel they have needs. Energy analyst
obtains preliminary answers to questions, such as whether
buildings actually operate the way operators or management think
they do and what are the factors limiting further energy savings
at each institution.
5. Prepare a summary of findings from tasks 1 to 4 above. This summary
can then be used to define actual needs of the participating institu-
tions in terms of training and technical assistance, areas of common
experience, and possibilities for pooled resources.
6. Energy Accounting Set -up: Energy accounting will be used to (1)
establish a BTU /ft /Degree Day baseline for the building which can
then be compared to Northwest averages; (2) assess effectiveness of
conservation measures; and (3) give building operators a tool for
monitoring building energy performance.
Program implementation will then utilize information gained from tasks 1 6
above.
Specific work tasks:
Page 3
1. Establish the energy management network: This network will provide,
information on the extent that institutions are able to help each
other and share resources.
2. Arrange training in areas found to be of most interest and need during
the start -up phase. Each training session will be evaluated.
Page 4
3. Provide technical assistance in the form of energy audits, trouble
shooting and research. These activities will give us information
about types of ongoing assistance institutions need and data on how
specific measures perform in terms of reliability and operation and
maintenance requirements.
4. Provide monthly energy accounting summaries to participating institu-
tions. With this information we can track actual building perfor-
mance.
5. Assist institutions owning appropriate hardware to initiate their own
energy accounting programs. Having in -house capability will provide
more energy self sufficiency and produce keener interest in these
reports.
Program completion will involve pulling together the experiences and information
gathered during the project into final form.
Specific work tasks:
1. Prepare final reports.
2. Assemble materials prepared, lists of resources and other information
collected in a "how to" format for others wishing to form similar
groups.
When institutions first become involved in energy conservation activities, one
of the first tasks is generally to assess operation and maintenance (0 M)
procedures. This may be done either in -house or more often as part of a program
requirement, such as for the Institutional Building Program. At that point, an
energy management plan or at least 0 M procedures are adopted, at least on
paper. However, as time goes on, systems are changed through the installation
of energy conservation measures (ECMs), building remodels, or other modifica-
tions and 0 M procedures are not updated. New equipment is likely to be more
complicated than the old and operators do not always know if it is operating as
designed. However, the designers and installers are now many miles and hundreds
of dollars away. The energy management group is designed to give support and
follow -up at this point. It is believed that continuing performance and
operation and maintenance are areas that have not yet received much attention.
The tasks outlined above are designed to lay the framework for continued peak
performance of institutional buildings. The energy management group concept
represents an innovative use of already present resources, such as operation and
maintenance checklists, energy accounting systems, and the combined local
expertise of city utility and building personnel to solve problems.
The eleven potential participants in the program use over 25 million kWh of
electrical energy per year. As is the case in many smaller cities, institu-
tional users represent some of the largest consumptions in the overall
commercial categories. In fact, in Port Angeles, six of the eleven commercial
accounts using` over a million kWh per year are institutional buildings or
facilities. A savings of 10% of consumption, which is generally considered
achievable for 0 M procedures alone, would be 2.5 million kWh annually.
Energy savings attributable to this project will come both from decreases in
current consumption and from prevention of the costly drift away from peak
performance which the project is designed to avoid.
Page 5
The most unique capability developed by this project will be the ability of the
local institutions to react both individually and as a group to control the
energy use in their facilities. The effect of networking will put resources to
work that previously were isolated in single institutions. In addition to
sharing capability, the group can explore ways to implement cooperative conser-
vation investments and shared financing potential.
Through training and sharing, building operators will increase their interest,
awareness and skills in operation and maintenance and energy management. The
relationship between the utility and institutions, not one that is often well
developed, will give utility personnel experience working with the unique needs
of institutions. Staff at Port Angeles City Light have worked extensively with
City facilities in implementing the Institutional Buildings Program and with
many commercial customers. These experiences led to the conclusion that follow
up is essential for protection of energy conservation investments. This project
will give them additional experience with a variety of buildings and facilities.
The project itself includes implementation; i.e., there will be an energy
management group in place and functioning at its completion. By the end of the
project, it is expected that the most successful and essential of the proposed
activities will be identified and that these will continue to function. Several
of the larger institutions will have established their own energy accounting
programs and City Light can continue to provide this service to the others. The
fact that the project relies heavily on local resources, utilizes existing
personnel, and links established institutions increases the possibility that the
activities begun during the project will continue.
PROJECT OBJECTIVES, APPROACH AND METHODOLOGY
The principal project objective of establishing an energy management service
group for local public institutions will be accomplished through (1) networking
with other institutions; (2) training for building operators; (3) energy ac-
counting; and (4) technical assistance. As outlined above, there are three
major phases to the project: (1) start -up; (2) implementation; and (3) com-
pletion. The approach and methodology to be undertaken to accomplish each task
is outlined below. Figure 1 illustrates the time table and key milestones.
Project start -up:
1. Identify potential participants; Utility personnel will evaluate
lists of institutional customers identified during the proposal
preparation. Alternative participants, such as non profit organiza-
tions, will also be identified in the event that more participants are
needed following marketing.
2. Market program: Marketing will be accomplished through one -on -one
contact. A minimum participation of eight institutions will be sought
but all eleven potential participants can be accommodated.
3. Identify key individual at each institution: This task will be
accomplished during marketing visits and further interviews with
institutional management and building operators.
4. Collect building or facility specific information through interviews
and walk throughs by Light Department analysts. Information will be
collected on current status and for needs assessment. Much of this
information can be obtained through previous audit and technical
assistance reports. However, here the local presence allows for
repeated visits, building of rapport, ground truthing and updating of
information, which out -of -town consultants cannot afford.
We anticipate collecting information on approximately 25 moderate
buildings, 2 large buildings, and 3 multi- structure complexes.
5. Prepare summary of findings from tasks 1 to 4 above. Project staff
will prioritize areas of need based on information collected. For
example, HVAC controls may prove to be the largest headache faced by
building operators. This summary can then act as a basis for planning
activities during the implementation phase.
6. Energy accounting setup: At the completion of this task, energy
accounting will be ready for the implementation phase. We expect to
use the energy accounting software being released by the Washington
State Energy Office this summer (1986). The program provides full
documentation, weather correction, and excellent graphics and will be
available at low cost.
Prior to the implementation phase, we will: (1) establish baselines
for at least one year prior to initiation of any previous conservation
efforts; and (2) run graphs on consumptions from end of baseline year
until start of project.
Project Implementation:
Page 6
1. Establish the energy management network: Information obtained during
the start -up will be utilized to find common ground between building
operators and management at the various institutions. Rap sessions
and training will be organized. Realizing that building operators are
oftentimes already burdened with day -to -day demands, activities will
be designed to require a minimum of institutional staff time. Conser-
vation staff will facilitate the building of relationships and commu-
nication. Information will be shared through a local institutional
energy management newsletter produced by the City.
2. Arrange training in areas found to be of most interest and need: The
City will use already established relationships with the Washington
Energy Extension Service and Washington State Energy Office to
schedule building operator training which they intend to offer in
1986 -87. In addition, the proposal allows for use of City Light staff
and local contractors to provide on -site training.
3. Provide technical assistance: City Light energy analysts will perform
energy audits on buildings or facilities not previously audited and
suited to analysis available at City Light. Many smaller buildings
have not been included in such programs as the IBP because potential
energy savings are too small to warrant the costly engineering studies
required. City Light has the experience and capability to run micro-
computer- generated computer simulations suitable for most buildings.
Program Completion:
Page 7
Diagnosis and trouble- shooting are important services which Light
Department analysts can perform on all buildings. It is our experi-
ence that conservation measures do not always perform as designed and
unless they are monitored and adjusted, will never reach their full
energy saving potential. Analysts will use tools such as recording
thermometers, velometers, and if necessary, submetering, to test
performance.
We expect to perform initial energy audits on 11 moderate buildings, 2
large buildings, and 1 multi building complex. Diagnostic services
would be offered as needed to all buildings and facilities, including
in addition to buildings audited, at least 16 moderate buildings and 2
multi building complexes.
4. Provide monthly energy accounting summaries to participating institu-
tions: Once this process is set up, monthly consumptions will be
routinely processed.
5. Assist institutions to initiate their own energy accounting programs:
Light Department staff will work with institutions in obtaining
software and establishing the procedure.
1. Prepare final report. During the course of the project, the project
manager will prepare quarterly and final progress and financial
reports as required in the program solicitation. Each report shall
include a summary of tasks accomplished by time periods; an evaluation
of progress; and other data as required in OBM Circular No. A -102,
Att. I. Reports will include analytical and statistical data and
narrative accounts, such as the following:
a. Participating institutions and their buildings and facilities.
b. Energy consumption data for each institution.
c. Status of operation and maintenance at each institution at
beginning and end of project.
d. Energy audits performed.
e. Conservation measures installed prior to and during project.
f. Analysis of consumption data obtained through energy accounting.
g. Evaluation of effectiveness of 0 M procedures and conservation
measures.
h. Evaluation of networking concept as a means of maintaining
conservation savings.
2. Assemble networking workbook: A resource notebook will be assembled
containing the materials used during the project for use by other
jurisdictions interested in utilizing our experiences.
The overall success of the project will be measured by an assessment of the
analytical data and evaluation by participants at the end of the project.
1. Identify potential parti-
cipants 2
2. Market program 16
3. Identify key individuals 22
4. Collect building or 370
facility specific inform
a ation
5 Prepare summary of tasks 24
0.3 1 -4
6. Energy accounting setup 112
Task
No. Description Hrs.
1. Establish network 416
2. Arrange training 312
3. Technical assistance 968
4. Provide monthly energy 192
accounting
5. Assist with setup of
in -house energy accounting 96
1. Prepare final report
2. Assemble networking
workbook
Table 1
Proposed Time Schedule For Task Completion
1986 1987 1988
0 N D J F M A M J J A S ON D J F M
80
160
Reports prepared quarterly and at the end of the project.
(Actual training throughout year)
(Longer if needed)
PROJECT TRANSFERABILITY
Page 9
Port Angeles has a typical municipal structure and population of local institu-
tions. Attitudes and needs found among public building operators closely mirror
those in the hundreds of similar cities throughout the region.
Materials, reports and workbooks prepared for this project will assist other
jurisdictions in organizing similar groups. Several of the target institutions
have facilities outside of Port Angeles and experiences gained here can be
expected to affect their operations elsewhere. These institutions also have
contact with groups of similar institutions; i.e., hospitals, schools, or local
governments, with which they can share their new energy insights. The model
should be easily transferable to other common interest groups, such as churches,
non profit organizations, motels or restaurants.
In addition, we have been offered support and assistance from the Association of
Washington Cities (letter attached), including regular space in the CLEO news-
letter for reporting our progress and activities.
PROJECT MANAGEMENT /RESOURCES
Project management will lie with the Conservation Division at the Light Depart-
ment. The Conservation Manager, who will act as project manager, reports to the
Light Department Director. Day -to -day monitoring and decision making on the
project will therefore occur at the Division level with regular communication
with the Director. In addition, it is the policy at the City to keep the City
Manager, Council and the City's Utility Advisory Committee informed through
periodic reports.
The proposed project will be carried out with staff in established positions.
Therefore, in the event of staff turnover, the City's regular hiring procedure
would be used to fill the vacancy as quickly as possible. Recruitment involved
advertisement in local, Seattle area and sometimes regional publications and
distribution of job bulletins to other utilities, related organizations, and
colleges. The Conservation staff is large enough that duties can be temporarily
shifted if necessary to ensure that program objectives are carried out in a
timely manner.
The project will be conducted from City Light offices with free access to all
City facilities, such as meeting rooms generally available for City- sponsored
activities. We will utilize existing copy machines, the HP -3000 computer system
td retrieve consumption data, word processing capability, building simulation
software, vehicle, test instruments, and reference materials.
Program staff will utilize working relationships built during involvement in the
Institutional Buildings Program and the Commercial Audit Program with local
contractors and agencies, such as the Washington State Energy Office, the Energy
Extension Service, and the Association of Washington Cities.
PERSONNEL QUALIFICATIONS
Personnel in the following positions at the Port Angeles Conservation Division
will have roles on the project.
Conservation Manager will provide project management, budget oversight and
overall direction and supervision. The Conservation Manager directs activities
of the Conservation Division of the Light Department, develops and administers
various conservation programs, supervises conservation staff, and manages
budgets and grants.
Page 10
Commercial and Institutional Energy Analysts will accomplished the detailed
set -up and development of the program, collect information, and provide tech-
nical assistance. The Commercial and Institutional Analysts' duties include
development, coordination and implementation of new conservation programs for
the commercial and institutional sector, performance of energy audits and
building simulation analyses, and conservation related educational activities.
Conservation Aide will process information obtained during the project, assist
in editing and production of written reports and workbooks, and compile data for
energy accounting reports. General duties include providing administrative
support and clerical work of a varied nature for the Conservation Division.
RESUMES OF KEY PERSONNEL
WORK EXPERIENCE
EDUCATION
CERTIFICATION
RELATED TRAINING AND SEMINARS
SHEILA HARDY
LIGHT DEPARTMENT
CITY OF PORT ANGELES
1982 Present Conservation Division staff member. Currently Acting
Conservation Manager and Energy Management Analyst for
Commercial and Institutional Programs. Duties have
included extensive program development; program
manager for IBP sponsored retrofit of six city buildings,
BPA's Commercial Audit Program (CAP) and the Small
Commercial Weatherization Program; working with all
departments and levels of city government, other local
institutions and outside agencies such as BPA and WSEO.
Member of Washington State IBP advisory committee.
Prior to 1981 Over fifteen years experience in scientific research and
education. Obtained and administered grants, developed
and tracked budgets, initiated programs, wrote reports
and scientific papers. Extensive teaching experience
including several years on the teaching staff of a
community college.
M.S., Chemistry, Oregon State University, Corvallis, OR 1964
B.S., Chemistry, University of Montana, Missoula, MT 1962
IBP Certified Auditor
BPA Level 2 Commercial Auditor (CAP)
BPA Certified Residential Energy Analyst /Inspector
Commercial Energy Analyst Training/NWPPA
Commercial Audit Program Marketing Training/BPA
Institutional Buildings Program Auditor Training/WSEO
Small Commercial Weatherization Training, WSEO
Commercial Audit Program Marketing Training/BPA
Energy Accounting Workshop, Edmonds Community College
Energy Smart Building Design Workshop, BPA
Indoor Air Quality Seminar, University of Washington
Model Conservation Stadard WorkshopstWSEO
Residential Weatherization Analyst Training, Standard and Advanced /BPA
WORK EXPERIENCE
EDUCATION
KEN MAIKE
LIGHT DEPARTMENT
CITY OF PORT ANGELES
1983 Present Commercial Energy Analyst. Conducting energy audits
for commercial customers under BPA C.A.P. program.
Using computer analysis and manual calculations to provide
recommendations for energy conservation measures.
Duties include marketing, program development, and
providing customer reports and BPA documentation.
1982 1983 Residential Energy Analyst. Performed residential analyses
for city of Port Angeles, in BPA Residential Weatheriz-
ation Program.
B.A. Education /History, Western Washington University, Bellingham, WA
1978
A.A. Spokane Falls Community College, Spokane, WA 1976
CERTIFICATION
BPA Certified Commercial Auditor
BPA Certified Residential Energy Analyst /Inspector
RELATED TRAINING
Commercial Energy Analyst Training, NWPPA
Commercial Audit Program Marketing Training, BPA
Small Commercial Weatherization Training, WSEO
Energy Smart Building Design, BPA
Model Conservation Standard Workshop, WSEO
Super Good Cents Technical Training, NWPPA
Super Good Cents Marketing, NWPPA
Residential Weatherization Analyst /Inspector Training, NWPPA /BPA
ft e
WORK EXPERIENCE
1986 Conservation Division staff member. Conservation Aide.
Duties include: data entry, maintaining customer files,
correspondence, residential weatherization program installer
payments and record keeping. Most recently, energy savings
calculations and buyback figure calculations.
1981 -84
Prior to 1981
EDUCATION
M.A., Library Science, University of Michigan, Ann Arbor, MI 1965
B.A., Botany, University of Michigan, Ann Arbor, MI 1963
Post graduate work in Botany, University of Hawaii, Honolulu, HI 1967 -71
RELATED TRAINING
EUGENIA B. DEVINE
LIGHT DEPARTMENT
CITY OF PORT ANGELES
The Daily News of Port Angeles. Proofreader. Duties
included: proofreading, editing, data entry, maintaining
photo files.
Over 15 years experience as a reference librarian in
university and public libraries and a cataloger for a private
engineering firm. Conducted tours and gave instruction
in use of library materials to graduate and undergraduate
level university students, had responsibility for building
and maintaining the library collection in natural sciences.
Was branch librarian for a public library with responsibility
for organizing and maintaining state document collection
and represented library in community organizations.
Residential Weatherization Analyst Training, NWPPA
Page 14
Past accomplishments of key staff are outlined below. In addition to the three
persons shown, the City will be hiring an additional Commercial and Institu-
tional Analyst before September, 1986, as a replacement for Sheila Hardy who is
now acting as Conservation Manager.
Sheila Hardy, Conservation Manager: Has over four years experience with the
City's conservation program. Currently managing Port Angeles City Light's
Conservation Division of six staff encompassing the residential weatherization
program, Super Good Cents, commercial and institutional programs, and various
conservation education efforts. While Institutional and Commercial Analyst,
developed City's commercial and institutional capability as program manager for
extensive retrofits on six municipal buildings funded by approximately $200,000
in IBP grants and for the Division's involvement in EPA's Commercial Audit
Program (CAP). Has served as a member of the Washington State IBP Advisory
Committee for over two years.
During the course of CAP, over 200 energy audits were performed under a unique
agreement whereby Port Angeles acted as a subcontractor to the prime engineering
contractor for our area, marketing, conducting Level 1 audits, training on Level
2 and 3 audits and, finally, independently conducting complete Level 2 audits,
including building simulations.
Ken Maike, Commercial Energy Analyst: Also has over four years experience with
the Conservation Division. Has conducted over 100 commercial energy analyses at
all levels under CAP. Skilled at computer building simulations, working with
building operators, defining building operating characteristics, marketing
programs, and report preparation. Gives utility- sponsored electric safety
demonstrations for the local schools.
Genie DeVine, Conservation Aide: Extensive experience in information retrieval,
editing, data entry, and record keeping which will be combined with her more
recent involvement with energy conservation on this project. Experienced in
working with public institutions.
PERCENT OF BPA LOAD
BPA provides ninety -six percent of the load in the Port Angeles City Light
service area. On programs subject to cost sharing, Port Angeles is eligible for
100% of incentives.
yORTq
r irili k r ium Am- a
Dale Latham EMRI
Bonneville Power Administration
P. 0. Box 3621
Portland, OR 97208
cc: R. E. Orton
I
CITY OF PORT ANGELES
240 WEST FRONT ST P O BOX 1150 PORT ANGELES WASHINGTON 98362
PHONE (206) 457 -0411
September 10, 1986
SUBJ: Financial Assistance Grant/ Innovative Approaches to Conserv-
ation by Local Jurisdictions and Indian Tribes
Dear Mr. Latham:
The following are the clarifications you and Don Davis requested
this week with regards to our Financial Assistance Grant Proposal:
1. Personal Computer: The ownership of the personal computer
equipment purchased under the grant will remain with BPA unless
BPA allows the City to keep it at the end of the project.
2. Environmental Concerns: BPA will supply the City with copies
of BPA's Indoor Air Quality Booklet and Commercial Sector
Environmental Requirements. We will incorporate these materials
into training to sensitize building operators on air quality
issues.
3 Steering Committee: We propose working with the Association
of Washington Cities (AWC) to identify three to five local
government representatives from various geographical locations
throughout the state to serve on the committee. The committee
will provide the requested reality check, technical reveiw
and test of transferrability. We anticipate also having represent-
ation from the Washington State Energy Office. The committee
can be established without further grant funds. The Association
of Washington Cities has offered funds through their BPA Inter-
governmental Agreement which funds BPA related travel. Without
these travel funds I feel that the committee would need to
be conducted by mail and /or conference calls.
Please let me know if you need further information. We are pleased
to hear of the grant award and look forward to having it in place
and the project underway.
erely,
eila Hardy
Conservation Mager
1
sA
Th■ form ,s for u'c .11cn f,) submiui, n of cost or pricing daaa (see FPR 1 -3 80' -3I is requtred and
111) suhstnuuon for the Optsonal Form S9 Is au (horn cd by the concracnng officer
NAME Of 044E400
City of Port Angeles
.'O,AE C /EICE .ODRESS
P.O. Box 1150
Port Angeles, WA 98362
CAVIS,ONIS) ANO IOCA «'44(
Light Dept. /Port Angeles
1 DIREC" 4,
PURCHASED 'ARTS
h SU8CCN rRAC"ED ITEMS
OTHER —(1) RAA' MATERIAL
(2) YOUR STANOARGCCMMERC'AL ITEMS
I 1) 1Nt ERDIVISICNAL TRANSFERS f it ',rhea rnrw m1)
2 MATERIAL OvERHEAO' (Karr
3 OIREC ,ABCR Spn 1
Commercial Institutional
Conservation Aide
CONTRAARICING PROPOSAL
(RESEARCH -\'D DEI'ELOPLIE\T)
.01x IS 10 SE PER)ORMCD
S 46.414
DETAIL C_3C.ZIPTICI'1 CF COST E1.= L,1c'ITS
\S h4.Ir
Energy
701 4L D1.RLL.: L.-'80q
TO r f L DIRECT" LI ITF31 IL
ESTIMATED
HCUQS
Analvst 9185
a ',A BCR J' 0 ,,t sr Cu,r C:•„rr) 0 ti RATE
1 Commerc a1 ?nst ;tilt ?anal Analvst 1 Rpnpfitc 7 91RA
1 Conservation A;r /Renefi`5 9 tiRR tiR(i.
1 3 CONSuLrANTS l(un,r,l,- Jurpnlr -rate
ro •L Li60R ')t 7411E
3PEC'AL :_T NG 1:.r,atn S ten.( '(re 41 Win,. n,r nt.r'frrtJ
5PE•:'Al c_CL'PMENr I(( 44r1(1 v, ,,n,, 1)
:LAVE! (If _,rrt1 roarer/ r.,r ',ads .r,r. aed Srnrun,r)
rRANSPCRrAnCN
'E7 DIEM CR SUBSISTENC2
roriL SPEC: -IL TESrt'•c
1 Technician /Trainer and training 32 hrs. PS50 /hr.
I°
OrHEl 71REC" 7.0515
'0
I I 0ENERAL •NO a0MINIS■7ArIvE E'1PENSE
1 13 ROr.LnES
1 1 a FEE OR 'RCf,T
I'S
r ‘1
1)
y .alt Ir \.n
SUPPLIES AND: OR SERVICE S 10 44
Labor and materials
TO;M AMOUNT 04 PR0P0.A.
584 8_74 i a 817
tor l' t.
f' ri1. L1)\34 LI I\rJ
3A..=
Office of Manalcmcnt and Budget
Approval No. 29 -R0184
PAGE NO NO OF ►AGES
■UiNiSHEO
2.4r_ EST
HCUR C:357 (S)
1'9 Al 77 179
TCTAL
:CST (S,I r c :sr
;57 COST ;5,
7 11
1 ;11
25T :Os" 5,
:ST .:OST S
Ec_T :csr S)
1 -600
1.600
I 01 iL In Rt.:. 1 CON I 1\1) 'It 4-8114- 11)
1
01 I 1 1 1/ 1 1 i!! (r 1 4 1
19r it (111 4 14-1) 4)41 1 `.1) -'4(11'!
1 r1 rcc --,e4 2.
COv T SCLCITA NO
DE- PS79- 86RP61 975
"i1 QRLL
a OnLL
8.626
46.414
2E'ER
ENC
,)P 710'. at
I )s n,oc-
0
c •S s n111.17.11. ,I
This proposal is ,ubmuted for use in connection with and to response to (1)rre•be RhP
RFP No. DE- PS79- 86BP61375: Financial Assistance for Innovative Approaches to
Conservation by Local Jurisdictions and Indian Tribes.
a nJ rrli..n our hesr esnmat.. as 01 thn Jate in jaiurdansr -rth the I nilru.t,,,n, n. Orfr r and the Footnotes
1Y'EO NA...f ANC) TIRE S�GN.r IJ if
R. L. Saville
Director, Light Department
I YES v of •rr ttrptrir j
•CArE--S--'HIS C75i iUns,...a 7" :NFC7�.. ,.It', -1-E _=.ST �elsc 'LE5 .E :c7r•- i" .c ENC• EGula rCNS=
I_ tES I `•G 1( .n vr..ur ,p er rre ,r efl.arate Ju4t1
,rr ieterre f or :,ntrutumrr spa
1../L
.hash ,Alan
v+s,E Cs he •A OA rE Of Sub».SSICN
Cite of Port Angeles. Washington Ma 21. 1986
EXHIBIT A— SUPPORTING SCHEDULE (Specify if more ,pace is heeded use ret erse) 1
COST El NO 1 ITE CESC;P7'CN Oer /nonrnle 5, I Ear 'COST (5,
6 t I6M PC with 640 KBvtes 3.200 1
Fuson dot -matri orinter with araohlcs 700 1
7 8 '3! state sales tax 304 1
i
1
I Tntr1 4.904 i
I
1
Quote from PacTel. Seattle (May. 1986 Current competitive
nrices for PC and eauivajent compatibles to be obtained 1
at time of Qurchase_ 1
1
1
1
1
I i I
-tw5 anti ttECJTtvE +G2'C CF E JNItEJ ?T.a rES JCvERNmE't 'ERr-C'RMEJ +NY 7EVlE`e CF !CUR AC_ uNrs �,R 7E _CRCS IN CCNNEC tc •41f14 ANY Jrt1f
CCVERNe..Evt'QIoE _CNrRSc OR SusccNr7,.0 •/.•I ;HE r'>S; CNrr+5
Nc (;1 •rr rpr iv .,r,ou (Residential Weetherization /Receipt and Acceptance)
.NC ,CC2E55 :F ■EvIE•'tNG C`' ‘r "C NC. trCCx E "-CNE vu•saEi Ex ENSIGN
BP4. Seattle District Office. Paul \,Vil'_iar =on 1 (206) 442-165'5
t .4l "Cu 7ECJIaE 'HE .SE ,F ANY .0 /ERNAAE"r 'QCe'ERTY N 71+E ".N+NC3 IS 'QC ":SE:
t 'E5 vC tU "el rrter, eiv ur ^ft erTe tr eCurut• {r'
1ECUIRE _:GvEQNn Nfa,, t- .NA,NC NG _4r.7M .+I$
I 'ES NC 1/ yr Herr r+iv aoV ANC: 'A Evr5 'QC G2E55 '4Y..E "r5 :7 7,.,,,7+rvrEEJ -CANS
.`.G 'CU NC -IC t.0 +N _CNr7,iL .r 10 •ou sate .av .r —tees ten rte n.e.rerrt 1.4&O �ro�r< rt C7 CnE ;.+MC JA :L..IL, l :,.tt :7 CR I°
?RCP _SE
OPT(O`. +1. FOR \t 00 -'t
SUMMARY COST SCHEDULE
Proposal: Establish an energy management service group for public institutions
located in Port Angeles, Washington.
Offeror: City of Port Angeles, Washington.
A. Break down of tasks by hour and position:
Time estimates are based on experience on the Commercial Audit
Program and Institutional Buildings Program. Energy Accounting time
estimates from pilot programs with this software run by the
Washington State Energy Office.
EA Commercial Institutional Energy Analyst CA Conservation Aide
Startup Position Hours ask Ot31
Hrs.
Task 1 -3: Identify participants,
market program, identify
key individuals.
Task 4 Collect building /facility EA
information
Estimate 25 buildings 10 hrs. 250
2 large buildincs 24 hrs. 48
3 multi- structure complexes 24 hrs. 72
Task 5: Summarize findings/assess
needs
Task 6: Setup energy accounting
Training with software
Accumulating consumption
records
Running baselines
EA
40 40
370
EA 24 24
CA
24
56
32
112
Total Startup 546
Implementation
Task 1:
2
Hours
Establish networking
6 hrs. /wk x 52 wks EA 312
2 hrs. /wk x 52 wks CA 104
Task 2: Training
6 hrs. /wk x 52 wks EA 312 312
Task 3: Technical Assistance
Estimate: 11 audits x 40 hrs. EA 440
2(large) audits x EA 160
80 hrs.
1 multi building
complex x 8hrs. EA 80
Diagnostic visits:
College 40 hrs. EA 40
Schools 20 hrs. x 6 EA 120
City 8 hrs. x 11 EA 88
Other 40 hrs. EA 40
416
963
Task 4: Monthly Energy Accounting
2 days /mo. x 12 mo.x8 hrs. CA 192 192
Task 5: Assist Institutions with in-
house energy accounting
2 hrs /mo x 4 institutions
x 12 mo. CA 96
Total implementation 198
Total
Task Hrs.
96
Completion
Total
Hours Task Hrs.
Labor Costs
Task 1: Data Analysis and Final
Report
10 days x 8 hrs. EA 80 80
Task 2: Prepare Workbook
10 days x 8 hrs. EA 80
10 days x 8 hrs. CA 80 160
Summary of Task Hours
Total Completion 240
EA CA
Startup 434 112
Implementation 1592 392
Completion 160 80
2186 584
Direct
Energy Analyst 2186 hrs. x 12.43/hr. 527,172
Conservation Aide 584 hrs. x 8.24; hr. 4,812
53 1, 984
Labor Overhead (Benefits)
Energy Analyst 2136 hrs. x 3.255/hr. 5 7, 115
Conservation Aide 584 hrs. x 2.588ihr.= 1, 511
5 8, 626
Total Labor 5 40, 610
B. Consultants
Implementation:
C. Equipment
4
Task 2: Training
8 4 hour sessions with technician
or trainer $50 /hr.
Startup: Task 6 and Implementation: Task 3 and 4.
Microcomputer to run energy accounting and building
simulations. Need equipment to augment existing equipment
due to contractual limitations on use of computer currently
used for CAP (equipment not owned by city) and time
constraints on use of equipment dedicated to Residential.
Weatherization Program.
Quote from PacTel, Seattle (May 1986)
IBM PC with 640 KBytes
Epson dot matrix printer with graonics
TOTAL GRANT REQUEST S4-6,414
7.8% tax
S3200
700
3900
304
542
$1,600
5
MATCHING FUNDS AND IN -KIND SERVICES /RESOURCES
Administrative Support:
Conservation Manager: Project director preparing quarterly
and special reports, project supervision, financial oversight.
5 days /mo. x 15 mo. x 8 hrs. 600 hrs.
3 days /mo. x 3 mo. x 8 hrs. 72 hrs.
672 hrs.
Cost: 672 hrs. x 15.58/hr.
672 hrs. x 3.756/hr. benefits
Clerical: Typing, filing, record keeping related to project.
2 hrs. /wk. x 78 wks. 156 hrs.
Cost: 156 hrs. x 8.24/hr.
156 hrs. x 2.588% hr. benefits
Supplies and Equipment: Pape', telephone charges, report
production, transportation
Estimated at 2% of grant request
$10,470
2,524
$12,994
1,285
404
1,689
S12
TOTAL MATCHING FUNDS $15,495
Labor Rates
6
Commercial and Institutional Energy Analyst
Step 8: $2162/mo. x 12 mos. Y 2088 hrs. 12.43/hr.
Conservation Aide
Overhead: Industrial Insurance
Retirement 8.76%
Social Security 7.13%
Medical $2600 /yr. 2088 hrs.
Step C: $1433/mo. x 12 mos. 2088 hrs. $8.24/hr.
Overhead: Industrial insurance
Retirement 8.76%
Social Security 7.15%
Med i cal S2600/yr. 2088 hrs.
Conservation
Level ViJ: S2710/mo. x 12 mos. 2088 hrs. 515.58 /hr.
Overhead: Industrial insurance
Retirement 8.76%
Social Security 7.15%
Medical 52600 /yr. 2088 hrs.
.0318/hr.
1.089 /hr.
.889 /hr.
1.245 /hr.
3.255 /hr.
.0318 /hr.
.722 /hr.
.589 /hr.
1.245 /hr.
S 2,588 /hr.
.0318/hr.
1.365 /hr.
1.114 /hr.
1.245 /hr.
9 3.756 /hr.
ATTACHMENT 3
SECTION D
TERMS AND CONDITIONS
GENERAL CLAUSES
Revised July 15, 1986
Page
0-1.1. PROJECT OVERSIGHT 4
D -1.2. DISPUTES 4
0 -1,3 SUSPENSION OR TERMINATION 5
0 -1 4 CONVICT LABOR 6
D -1.5. OFFICIALS NOT TO BENEFIT 6
0 -1.6. COVENANT AGAINST CONTINGENT FEES 6
0 -1.7. PERMITS AND LICENSES 6
D -1.8. NONDISCRIMINATION IN FEDERALLY ASSISTED PROGRAMS 6
0 -1.9. CIVIL RIGHTS ACT OF 1964 (P.L. 88 -352) 7
0 -1.10. CIVIL RIGHTS ACT OF 1964 (42 U.S.C. 2000d) 7
0 -1.11 PRIVATE GAIN 7
D -1.12. ENVIRONMENTAL PROTECTION 7
0 -1.13. REHABILITATION ACT OF 1973 7
0 -1.14. AUDIT AND RECORDS 8
0 -1.15. LIMITATION OF LIABILITY 8
D -1.16. ACKNOWLEDGEMENT OF SUPPORT 9
D -1.17. SITE VISITS 9
D -1.18. TRAVEL 9
D -1.19. CONTRACTING OFFICER'S REPRESENTATIVE (COR) 9
D -1.20. PROJECT TECHNICAL REPRESENTATIVE (PTR) 10
D- -1.21. ORDER OF PRECEDENCE 10
D -1.22. REGULATIONS APPLICABLE TO FINANCIAL ASSISTANCE 10
D -2.23. RECIPIENT ADHERENCE TO TERMS CONDITIONS 10
2
SPECIFIC CLAUSES
Page
0 -2.1. DEFINITIONS 11
D -2.2. FUNDING PROVISIONS COST REIMBURSEMENT 12
0 -2.3 NATIONAL HISTORIC PRESERVATION ACT 12
D -2.4. HATCH ACT 12
0 -2,5. PAYMENT AND FINANCIAL REPORTING REQUIREMENTS 12
D -2.6. REPORTING PROGRAM TECHNICAL PERFORMANCE 13
D -2.7. NOTICE TO SUBRECIPIENTS 14
D -2.8. RIGHT TO TRANSFER TITLE TO PROPERTY 14
0 -2.9 OMB CIRCULARS APPLICABLE TO SUBRECIPIENTS 14
D -2.10. EXPIRATION OF FUNDS 14
D -2.13. FIELD INSPECTOR 15
3
0 -1.1. PROJECT OVERSIGHT
(BPAI 15,0201 -1)
D -1.2. DISPUTES
(BPAI 15.0201 -2)
SECTION D
TERMS AND CONDITIONS
GENERAL CLAUSES
The Recipient is obligated to conduct such project oversight, as may be
appropriate, to manage the funds with prudence, and to comply with the
provisions outlined herein. The Project Director named on the face page is
responsible for the management and technical direction of the project and for
preparation of required reports.
(a) Except as otherwise provided in this award, any dispute concerning a
question of fact arising under this award which is not disposed of by a
modification to this award shall be decided by the Contracting Officer, who
shall reduce that decision to writing and mail, or otherwise furnish a copy
thereof to the recipient. The decision of the Contracting Officer shall be
final and conclusive unless within 60 days from date of receipt of such copy,
the Recipient mails, or delivers a written notice of appeal to the Department
of Energy Financial Assistance Appeals Board in accordance with 10 CFR Part
1024 (See Rule 1). The decision of the Department of Energy Financial
Assistance Appeals Board shall be final and conclusive unless determined by a
court of competent jurisdiction to have been fraudulent, or capricious, or
arbitrary, or so grossly erroneous as necessary to imply bad faith, or not
supported by substantial evidence. In connection with any appeal proceeding
under this clause, the Recipient shall be afforded an opportunity to be heard
and to offer evidence in support of its appeal. Pending final decision of a
dispute hereunder, the Recipient shall proceed diligently with the performance
of the award and in accordance with the Contracting Officer's decision.
(b) This clause does not preclude consideration of law questions in connection
with decisions provided for in paragraph (1) above; provided, that nothing in
this award shall be construed as making final the decision of any
administrative official, representative, or board, based on a question of law.
4
D -1.3. SUSPENSION OR TERMINATION
(BPAI 15,0201 -3)
This award may be suspended or terminated in accordance with the policy and
procedures set forth as follows
(a) Definitions.
(1) Termination. Termination means the cancellation of BPA sponsorship,
in whole or in part, at any time prior to the date of completion.
(2) Suspension. Suspension is an action by BPA that temporarily suspends
BPA sponsorship under the award pending corrective action by the Recipient
or pending a decision by BPA to terminate the award.
(b) Termination or Supension for Cause.
(1) Notice. Prior to issuing a termination or suspension notice, efforts
will be made by BPA and the Recipient to informally resolve
disagreements. If informal efforts fail, BPA may issue a notice of
suspension or termination which will take effect 10 days after its issue
date. Beginning on the effective date of the notice, BPA may suspend the
award, withhold further payment, prohibit the Recipient from incurring
additional obligations of funds pending corrective action by the Recipient
or a decision by BPA to terminate. BPA shall allow all necessary and
proper costs that the Recipient could not reasonably avoid during the
period of suspension provided that they meet the provisions of the
applicable Federal cost principles and the approved award budget.
(2) Authority to Issue Notice. The Contracting Officer is the exclusive
agent of 8PA authorized to issue notices and take final actions regarding
suspension and termination actions.
(c) Termination for Convenience. BPA or the Recipient may request that the
award be terminated in whole or in part when both parties agree that the
continuation of the project would not produce beneficial results commensurate
with the further expenditure of funds. The two parties shall agree upon the
termination conditions, including the effective date and, in the case of
partial terminations, the portion to be terminated. The Recipient shall not
incur new obligations for the terminated portion after the effective date, and
shall cancel as many outstanding obligations as possible. BPA shall allow
full credit to the Recipient for the BPA share of the noncancellable costs,
properlys'incurred by the Recipient prior to termination.
5
D -1.4. CONVICT LABOR
(BPAI 15.0201 -4)
In connection with the performance of work under this award, the recipient
agrees not to employ any person undergoing sentence of imprisonment except as
provided by Public Law 89 -176, September 10, 1965 (18 U.S.C. 4082(c)(2)) and
Executive Order 11755, December 29, 1973.
0-1.5. OFFICIALS NOT TO BENEFIT
(BPAI 15 0201 -5)
No member of or delegate to Congress, or resident Commissioner, shall be
admitted to any share or part of this award, or to any benefit that may arise
therefrom; but this provision shall not be construed to extend to this award
if made with a corporation for its general benefit.
0 -1.6. COVENANT AGAINST CONTINGENT FEES
(BPAI 15.0201 -6)
The Recipient warrants that no person or selling agency has been employed or
retained to solicit or secure this award upon an agreement or understanding
for a commission, percentage, brokerage, or contingent fee, excepting bona
fide employees or bone fide established commercial or selling agencies
maintained by the recipient for the purpose of securing business. For breach
or violation of this warranty, the Government shall have the right to annul
this award without liability or in its discretion to deduct from the award
amount or consideration, or otherwise recover, the full amount of such
commission, percentage, brokerage, or contingent fee.
D -1.7. PERMITS AND LICENSES
(BPAI 15.0201 -7)
Except as otherwise directed in writing by the Contracting Officer, the
Recipient shall procure all necessary permits or licenses and abide by all
applicable laws, regulations, and ordinances of the United States and of the
State, territory, and political subdivision in which the work under this award
is performed.
D -1.8. NONDISCRIMINATION IN FEDERALLY- ASSISTED PROGRAMS
(BPAI 15.0201 -8)
The Recipient shall comply with 10 C.F.R. Chapter II, Section 600.39, which
provides that no person shall on the ground of race, color, national
orgin, sex, handicap, or age be excluded from participation in, be denied the
benefits of, be subjected to discrimination under, or be denied employment,
where the main purpose of the program or activity is to provide employment or
when the delivery of program services is affected by the Recipient's
employment practices, in connection with any program or activity receiving
Federal assistance from BPA.
6
D -1.9. CIVIL RIGHTS ACT OF 1964 (P.L. 88 -352)
(BPAI 15.0201 -9)
The Recipient shall comply with Title VI of the Civil Rights Act of 1964 (P.L
88 -352) and in accordance with Title VI of that Act, no person in the United
States shall on the ground of race, color or national origin, be excluded from
participation in, be denied the benefits of, or be otherwise subjected to
discrimination under any program or activity for which the applicant receives
Federal financial assistance and will immediately take any measures necessary
to effectuate this agreement.
D -1.10. CIVIL RIGHTS ACT OF 1964 (42 U.S.C. 2000d)
(BPAI 15.0201 -10)
The Recipient shall comply with Title VI of the Civil Rights Act of 1964 (42
U.S.C. 2000d) prohibiting employment discrimination where (1) the primary
purpose of the award is to provide employment, or (2) discriminatory
employment practices will result in unequal treatment of persons who are or
should be benefiting from the financially assisted activity.
D -1.11. PRIVATE GAIN
(BPAI 15.0201 -11)
the Recipient shall establish safeguards to prohibit employees from using
their positions for a purpose that is, or gives the appearance of, being
motivated by a desire for private gain for themselves or others, particularly
those with whom they have family, business, or other ties.
D -1 12. ENVIRONMENTAL PROTECTION
(BPAI 15.0201.12)
The Recipient shall insure that the facilities under its ownership, lease or
supervision which shall be utilized in the accomplishment of the project are
not listed on the Environmental Protection Agency's (EPA) list of Violation
Facilities and that it will notify BPA of the receipt of any communication
from the Director of the EPA Office of Federal Activities indicating that a
facility to be used in the project is under consideration for listing by the
EPA.
D -1.13. REHABILITATION ACT OF 1973
(BPAI 15.0201 -13)
This award is subject to the provisions of the Rehabilitation Act of 1973,
Public Law 93 -112 The Recipient, therefore, agrees that "No otherwise
qualified handicapped individual in the United States (as defined in Section
7(6) of the Act), shall solely, by reason of his handicap, be excluded from
the participation in, be denied the benefits of, or be subjected to
discrimination under any program or activity receiving Federal financial
assistance."
7
0 -1.14. AUDIT AND RECORDS
(BPAI 15.0201 -14)
(a) General. The Contracting Officer and the Controller General, through any
authorized representative shall have the audit and inspection rights described
in the applicable paragraphs (b), (c), and (d) below.
(b) Examination of Records. The Recipient shall maintain, and the Contracting
Officer or representatives shall have the right to examine books, records,
documents, and other evidence and accounting procedures and practices,
sufficient to reflect properly all direct and indirect costs of whatever
nature claimed to have been incurred and anticipated to be incurred for the
performance of this award. Such right of examination shall include inspection
at all reasonable times of the Recipient's facilities or such parts thereon,
as may be engaged in the performance of this award.
(c) Availability. The materials described (b) above and any other records
related to the award, shall be made available at the office of the Recipient,
at all reasonable times, for inspection, audit or reproduction, until the
expiration of 3 years from the date of final payment under this award or for
such longer period, if any, as is required by applicable statute, or by other
clauses of this award or by (1) and (2) below.
(1) If this award is completely or partially terminated, the records
relating to the work terminated shall be made available for a period of 3
years from the date of any resulting final settlement.
(2) Records which relate to appeals under the "Disputes" clause of the
award, or litigation or the settlement of claims arising out of the
performance of this award, shall be made available until such appeals,
litigation, or claims have been disposed of
(d) The Recipient shall insert a clause containing all the provisions of this
clause, including this paragraph (d), in all subcontracts hereunder except
altered as necessary for proper identification of the parties and the
Contracting Officer under the Government award.
0 -1.15. LIMITATION OF LIABILITY
(BPAI 15.0201 -15)
The Recipient agrees to hold BPA harmless against any direct or consequential
damages claimed by the Recipient or third parties arising from or related to
Recipient's performance, during the period of this award.
8
D -1.16. ACKNOWLEDGMENT OF SUPPORT (12 -85)
Publication of the results of this award is encouraged. Any article which is
published shall include an acknowledgement that the research was supported, in
whole or in part, by BPA (including the ward number) but that such support
does not constitute an endorsement by BPA of the views expressed in the
article.
D -1.17. SITE VISITS
(BPAI 15.0201 -17)
BPA and /or its designees may make site visits as frequently as practicably to
review program accomplishments and management control systems and to provide
such technical assistance as may be required.
D -1.18. TRAVEL
(BPAI 15.0201 -18)
(a) Domestic travel may be an appropriate charge to this award, and prior
authorization for specific trips is not required. In accordance with the
applicable cost principles, reasonable, necessary, and allowable travel costs
may be charged on an actual basis or per diem basis in lieu of actual costs
incurred, provided the method used results in charges consistent with those
normally allowed by the organization in its regular operations and travel is
at less than first class common carrier fare, unless otherwise approved in
advance by the Contracting Officer.
(b) Foreign travel may be charged to this award without prior approval if
detailed in the approved budget. If foreign travel is required, but not
detailed in the approved budget, it must be approved in writing by the
Contracting Officer prior to beginning the travel. Foreign travel will be
reimbursed on the same basis as domestic travel.
D -1.19. CONTRACTING OFFICER'S REPRESENTATIVE (COR)
(BPAI 15 0201 -19)
The Contracting Officer's Representative (COR) shall have all the rights,
powers, and privileges of the Contracting Officer necessary to the
administration of the award: provided, however, that the COR is not empowered
to,execute modifications to the award, to make a final decision of any matter
which would be subject to appeal, or to suspend or terminate for any cause the
Recipient's right to proceed.
9
D -1.20. PROJECT TECHNICAL REPRESENTATIVE (PTR)
(BPAI 15.0201 -20)
(a) The Project Technical Representative (PTR) is the authorized
representative of the Contracting Officer for technical actions performed in
relation to the award. This includes the functions of (1) insection and
review of work performed; (2) witness of presentations or other activities;
(3) interpretation of technical program requirements; and (4) approval of
receipt reports and other materials
(b) The PTR is not authorized to act for the Contracting Officer in the
following matters pertaining to the award; (1) modifications that change the
amount of award, technical requirements or time for performance; (2)
suspension or termination of the Recipient's right to proceed; and (3) final
decisions on any matters subject to appeal.
0 -1.21. ORDER OF PRECEDENCE
In the event of an inconsistency between provisions of this award, the
inconsistency shall be resolved by giving precedence in the following order:
(a) referenced regulations, directives and policies, if any; (b) Specific
Clauses; (c) General Clauses; (d) letters of clarification incorporated into
the award; (e) project proposal.
0 -1.22. REGULATIONS APPLICABLE TO FINANCIAL ASSISTANCE
The Bonneville Power Administration's financial assistance function is managed
and executed solely in accordance with the Bonneville Power Assistance
Instructions (BPAI). Comments on the BPAI should be addressed to the
Contracts Manager E -11 at the address below.
Copies of the BPAI may be obtained for $10.00 each. Requests should be sent
to:
General Accounting Section DTKC
Bonneville Power Administration
P.O. Box 3621
Portland, OR 97208
0 -1.23. RECIPIENT ADHERENCE TO TERMS AND CONDITIONS (12 -85)
The recipient's signature on the Notice of Financial Assistance Award
signifies the recipient's agreement to the terms and conditions of the award.
Should the recipient believe modification of any of the terms or conditions of
this award is necessary, an authorized official of the recipient must submit a
written request on its own behalf or on behalf of any subgrant recipient to
the contracting officer named on the face page of this award
10
D -2.1. DEFINITIONS
(BPAI 15.0202 -1)
SPECIFIC CLAUSES
As used throughout this award, the following terms shall have the meaning set
forth below:
(a) The term "award" means this instrument, which can be either a grant or
cooperative agreement.
(b) The term "head of the agency" or "Secretary" as used herein means the
Secretary, the Under Secretary, any Assistant Secretary, or any other head of
the executive or military department or other Federal agency; and the term
"his duly authorized representative" means any person or persons or board
(other than the Contracting Officer) authorized to act for the head of the
agency or the Secretary.
(c) The term "Contracting Officer" means the person executing this award on
behalf of the Government, and any other officer or civilian employee who is
properly designated Contracting Officer; and the term includes, except as
otherwise provided in this award, the authorized representative of a
Contracting Officer acting within the limits of his authority.
(d) The term "Contracting Officer's Representataive" means the individual
designated by the CO to perform administrative work connected with the award.
This title may be abbreviated COR. The COR is designated by the CO for the
day to—day administration of the award and for the purpose of securing
compliance with drawings, specifications, conditions, and provisions of the
award. The COR is responsible for complete documentation relating to the
award throughout the duration of the project This includes needed
correspondence, forms, records, reports, field data, photographs and
maintenance of the official award file and related required documentation.
This person is normally a contract specialist working directly for the CO.
(e) The term "Project Technical Representative" (PRT) means the individual
designated by the CO to perform technical award administration activities on
behalf of the CO within limits specified by the CO. This position is the
primary point of contact within BPA for award Recipients on all matters
relating to the awards. Communication between BPA staff and award Recipients
will be directed through this.person. Normally, PTR's do not have authority
to commit the Government to any changes in the terms of the awards. Generally
the PTR's are responsible for monitoring the contractor's performance in both
financial and technical aspects during the performance period, reviewing and
certifying invoices, and making site vests to the contractor's facility as
necessary. The PTR will keep a written record of the technical administration
activities and forward a copy to the CO at a rate of frequency as determined
by the CO depending upon the complexity of the subject matter and level of
award activity. The PTR shall advise the CO immediately when the Recipient's
lack of compliance endangers successful award completion or when other
corrective action is necessary to protect BPA's best interests.
11
(f) Except as otherwise provided in this award, the term "subcontractors"
includes purchase orders under this award.
(g) The term "DOE" means the U.S. Department of Energy.
(h) The term "BPA" means the Bonneville Power Administration.
(i) The term "Recipient" means the individual or organization receiving this
award from BPA.
D -2.2. FUNDING PROVISIONS COST REIMBURSEMENT
This award is funded on a cost reimbursement basis without fee or profit, not
to exceed the estimated amount awarded as indicated on the face page, and is
subject to a refund of unexpended funds to BPA. There is no commitment for
further additional BPA funding beyond the award amount. Recipients are
expected to bring their projects to a conclusion, including final reports,
within the funds provided. BPA is under no obligation to provide additional
funding if the project cannot be completed within the awarded funding.
D -2.3. NATIONAL HISTORIC PRESERVATION ACT
(BPAI 15.0202 4)
The Recipient will assist the Federal grantor agency in its compliance with
Section 106 of the National Historic Preservation Act of 1966 as amended (16
U.S.0 470), Executive Order 11593, and the Archeological and Historic
Preservation Act of 1966 (16 U.S.C. 469a -1 et seq.) by (a) consulting with the
State Historic Preservation Officer on the conduct of investigations, as
necessary, to identify properties listed in or eligible for inclusion in the
National Register of Historic Places that are subject to adverse effects (see
,36 CFR Part 800.8) by the activity, and notifying BPA of the existence of any
such properties, and by (b) complying with all requirements established by the
BPA to avoid or mitigate adverse effects upon such properties.
D -2 4. HATCH ACT
(BPAI 15.0202 -5)
If the Recipient is a state or local government, it shall comply with the
provisions of the Hatch Act which limit the political activities of employees.
D -2.5. PAYMENT AND FINANCIAL REPORTING REQUIREMENTS
(BPAI 15.0202 -12)
Payments under this award will be based on monthly reimbursement after
performance, however, advance payments may be made upon application by the
Recipients Recipient requests for advances and reimbursements, and Recipient
fnancial reporting requirements shall be made as follows:
12
(a) Advances and Reimbursements. Standard Form 270, Request for Advance and
Reimbursement, shall be used when requesting advances or reimbursements.
Advances for up to three months funding requirements will be made upon
application by the Recipient. An original and two copies should be submitted.
(b) Quarterly Cost Report. A Standard Form 269, Financial Status Report,
shall be submitted within 30 days after the end of the quarter.
(c) Final Cost Report. A final cost report shall be submitted within 90 days
after the end of the project period. The format of the report shall be the
same as the budget as awarded. The final cost report shall compare the
amounts allocated in the award budget to the amount expended for each budget
element, and shall indicate whether there is an unobligated balance to be
refunded to BPA.
If single payments are expected to exceed $25,000, the recipient shall furnish
bank account information for wire transfer.
Accounting
1. Outlays or expenditures of the project may be reported on a cash or accrual
basis. Outlays are the sum of actual cash disbursements for direct charges
for goods or services and the amount of indirect expense charges.
2. All income earned on cash advances (interest) must be reported and used to
offset project expenditures.
Recipient requests for advance and reimbursements and recipient financial
reports shall be sent to BPA's Project Technical Representative (PTR)
identified in Block 11 of the coversheet to this grant (Notice of Financial
Assistance Award, Form 4600.1).
BPA will monitor progress and costs. Should the Recipient fail to make timely
progress, or should expenditures exceed those projected so as to indicate
likelihood of substantial overrun, BPA reserves the right to terminate the
Recipient's right to proceed.
D -2.6. REPORTING PROGRAM TECHNICAL PERFORMANCE
(BPAI 15.0202 -14)
(a) Frequency. A quarterly report shall be submitted no later than 15 days
after the end of each quarterly reporting period. A final report on the
project must be submitted no later than the expiration date of the project
period indicated on the face page, DOE 4600.1., Block 7.
13
(b) Format. The report will be made in a format mutually agreed upon by BPA
and the Recipient.
(c) Copies. One copy of the reports required shall be submitted to the
Contracting Officer, and two copies to the BPA Project Technical
Representataive.
(d) Content. The report content shall be that prescribed in OMB Circular
A -102, Attachment I, except that the quarterly report shall also include, a
description of activities accomplished, results and conclusions, levels of
compliance (field), and quality control checks.
(e) Report of Special Events. Reports of special events shall be made in
accordance with the requirements prescribed in OMB Circular A -102,
Attachment I.
D -2.7. NOTICE TO SUBRECIPIENTS
(BPAI 15.0202 -17)
The Recipient agrees to provide timely notice to potential applicants as to
the availability of subawards under this award so that they may have
sufficient time to prepare proposals, secure any requisite local approvals,
etc.
0 -2.8. RIGHT TO TRANSFER TITLE TO PROPERTY
(BPAI 15.0202 -18)
BPA reserves the right to transfer title of any non- expendable personal
property having a unit acquisition cost of $1,000 or more which is acquired
under this award as provided in OMB Circular A -102 (or A -110 as appropriate),
Attachment N, paragraph 6.
D -2.9. OMB CIRCULARS APPLICABLE TO SUBRECIPIENTS
(BPAI 15 0202 -19)
Recipients shall incorporate by reference the appropriate OMB administrative
provisions and cost principle circulars into any subaward (subgrant or
subcooperative agreement) made under this award. The circulars incorporated
shall be appropriate to the type of business organization of the subrecipient,
as specified in the Bonneville Power Assistance Instructions, subpart 2.0112.
0 -2.10. EXPIRATION OF FUNDS
(BPAI 15.0202 -20)
The funds provided by this award or modification are valid only for the budget
period identified in Block 6 of the face page. They may not be expended by
the Recipient after the expiration of the budget period. However, the CO may
authorize expenditure of such funds in subsequent budget periods by written
modification to the award.
14
T
'0 .U.z i4 =!=.j.LI z.L* l zI=.=._. =.=.b=.l.=•VLLL= =•I. =.I=.:.Lg =.Z.
FORM SEO 0 -001
CONTRACT
1. This agreement, is made by and between the State of Washington, WASHINGTON STATE
ENERGY OFFICE, 400 E. Union -Ist floor, Olympia, Washington, 98504, hereinafter
referred to as the AGENCY, and
City of Port Angeles, Light Department c/o Tamasin Sterner
240 West Front Street, Box 1150 Port Angeles, WA 98362
hereinafter referred to as the CONTRACTOR.
2. The CONTRACTOR will provide the services described in the
attached Statement of Work.
WSED: Peter Skowlund
contract number
86 -25-03
contract title
Small Business Weatherization
Program
contract amount
18,849
tiling date
NA
effective date
October 1, 1985
expiration date
June 30, 1986
3. Subject to its other provisions, the period of performance of services under this
contract will be from the date specified in the NOTICE TO PROCEED through
June 30, 1986 unless sooner terminated as provided herein.
4. All rights and obligations of the parties to this contract shall be subject to and
governed by those special terms and conditions attached and incorporated by refer-
ence herein and the general terms and conditions attached and incorporated by refer-
ence herein.
f 5. The AGENCY shall pay to the CONTRACTOR for those services provided herein in accor-
dance with Article I, of the Special Terms and Conditions. Maximum payment to the
CONTRACTOR for services provided under this contract shall not exceed the amount of
18,849
IT IS FURTHER AGREED THAT:
The CONTRACTOR shall submit invoices on a timely basis at the intervals prescribed
and on forms provided by the AGENCY.
(Rev. 1/82)
In the event of an inconsistency in this contract, unless otherwise provided
herein, the inconsistency shall be resolved by giving precedence in the
following order:
(a) Special Terms and Conditions
(b) General Terms and Conditions
(c) Statement of Work, if attached, and
(d) any other provisions of the contract whether incorporated by reference
or otherwise.
This agreement contains all the terms and conditions agreed upon by the parties.
All items incorporated by reference are attached. No other understandings, oral
or otherwise, regarding the subject matter of this agreement shall be deemed to
exist or to bind any of the parties hereto.
IN WITNESS WHEREOF, the parties hereto have executed this contract on the day
and year last specified below.
APPROVED AS TO FORM:
Assistant Attorney General
This, day of A...ej4 19 ,'f
Contract No. 86 -25-03
STATE OF WASHINGTON
WASHINGTON STATE ENERGY OFFICE
BY 7g*
Title firT 09 "1985
ASSISTANT DIRECTOR
ADMINISTRATION a PI '4NING
Date
CONTRACTOR
BYX l oA )t 1(VA id s
Title 1 n-�>
Date /0/ /g5
Article I Reports
D- SOW4 -22
Special Terms and Conditions
Contract No. 86 -25 -03
The Contractor shall prepare and submit the following reports to the Contracting
Officer:
No. of Copies Date Due
Monthly Invoice Voucher 3 15th day of
following month
Final Invoice: The final invoice 3 August 15, 1986
is due not later than 45 days after
the expiration date of this contract
unless otherwise stated in writing.
Article II Contractor Performance Assessment
The Contractor and other utilities participating in this project have each committed
to conduct a specific number of energy analyses such that the projects collective
goal of 100 weatherized buildings can be met. To ensure that this target is met, the
Contractor shall demonstrate to the Agency at the midpoint of project
implementation (March 3, 1986) that 50 percent of the targeted energy analyses
have been completed. Satisfaction of this requirement shall be verified through
Agency review of the Contractor's monthly invoice vouchers indicating the number
of analyses completed. If 50 percent of the analyses are not completed by this
midpoint date, the Agency will work with the Contractor and other participating
utilities to initiate contract amendments if necessary, and reallocate the number of
energy analyses to be completed by each participating utility. This action will be
taken to ensure that the program's goal of 100 weatherized buildings is met to the
maximum extent possible. Therefore, the budget for this contract can be amended
upward or downward at the sole discretion of the Agency subject to the following
limits:
1. The midpoint assessment must be completed;
2. Prior discussions with the Contractor must occur; and
3. Any budget reductions cannot go below the total amount of funds encumbered
or expended by the Contractor.
Other budget amendments can occur at any time by contract amendments signed by
both parties.
1. DEFINITIONS
WASHINGTON STATE ENERGY OFFICE
GENERAL TERMS AND CONDITIONS
2. CONTRACTOR NOT EMPLOYEE OF AGENCY
3. NONDISCRIMINATION
D -R26 -2 1
February 3, 1983
As used throughout this contract, the following terms shall have the meanings set
forth below:
a. "Agency" shall mean the Washington State Energy Office, or any of the
officers or other officials lawfully representing that Agency.
b. "Contractor" shall mean that firm, organization, group, individual or other
entity performing services under this contract. It shall include any
subcontractor retained by the prime Contractor as permitted under the terms
of this agreement.
c. "Contracting Officer" shall mean that person appointed by the Agency to
administer this contract on behalf of the Agency and the term includes, except
as otherwise provided in this contract, an authorized representative of the
Contracting Officer acting within the limits of his authority.
d. "Subcontractor" shall mean one, not in the employment of the Contractor, who
is performing all or part of those services under this contract under a separate
contract with the Contractor. The terms "subcontractor" and "subcontractors"
mean subcontractor(s) in any tier.
The Contractor, his or her employees or agents performing under this agreement are
not employees or agents of the Agency in any manner whatsoever. The Contractor
will not hold himself out as nor claim to be an officer or employee of the Agency or
of the State of Washington by reason hereof, nor will he or she make any claim,
demand, or application to or for any right or privilege applicable to an officer or
employee of the Agency or of the State of Washington, including, but not limited to,
Workmen's Compensation coverage, unemployment insurance benefits, social
security benefits, retirement membership or credit, or privilege or benefit which
would accrue to a civil service employee under Chapter 41.06 RCW.
It is understood that if the Contractor is another state department, state agency,
state university, state college, state community college, state board, or state
commission, that the officers and employees are employed by the state of
Washington in their own right.
During the performance of this agreement, the Contractor shall comply with all
federal and state nondiscrimination statutes and regulations. These requirements
include, but are not limited to:
a. Nondiscrimination in Employment: The Contractor shall not discriminate
against any employee or applicant for employment because of race, color, sex,
religion, national origin, creed, marital status, age, or the presence of any
sensory, mental, or physical handicap. This requirement does not apply,
however, to a religious corporation, association, educational institution or
society with respect to the employment of individuals of a particular religion
to perform work connected with the carrying on by such corporation,
association, educational institution or society of its activities.
The Contractor shall take affirmative action to ensure that employees are
employed and treated during employment without discrimination because of
their race, color, religion, national origin, creed, marital status, age, or the
presence of any sensory, mental, or physical handicap. Such action shall
include, but not be limited to, the following: Employment, upgrading,
demotion, or transfer; recruitment or recruitment selection for training,
including apprenticeships and volunteers.
b. Nondiscrimination in Client Services: The Contractor shall not, on grounds of
race, color, sex, religion, national origin, creed, marital status, age or the
presence of any sensory, mental, or physical handicap:
1. Deny an individual any services or other benefits provided under this
agreement.
2. Provide any service(s) or other benefits to an individual which are
different, or are provided in a different manner from those provided to
others under this agreement.
3. Subject an individual to segregation or separate treatment in any manner
related to the receipt of any service(s) of other benefits provided under
this agreement.
4. Deny any individual an opportunity to participate in any program
provided by this agreement through the provision of services or
otherwise, or afford an opportunity to do which is different from that
afforded others under this agreement. The Contractor, in determining
(1) the types of services or other benefits to be provided or (2) the class
of individuals to whom, or the situation in which, such services or other
benefits will be provided or (3) the class of individuals to be afforded an
opportunity to participate in any services or other benefits, will not
utilize criteria or methods of administration which have the effect of
subjecting individuals to discrimination because of their race, color, sex,
religion, national origin, creed, marital status, age or the presence of
any sensory, mental, or physical handicap.
c. The Contractor will send to each labor union or representative of workers with
which he has a collective bargaining agreement or other contract or
understanding a notice to be provided by the Agency advising the labor union
or workers' representative of the Contractor's commitments under this
nondiscrimination clause, and shall post copies of the notice in conspicuous
places available to employees and applicants tor employment.
d. The Contractor will comply with all provisions of Executive Order No. 11246
of September 24, 1965, and of the rules, regulations, and relevant orders of the
Secretary of Labor.
e. The Contractor will furnish all information and reports required by Executive
Order No. 11246 of September 24, 1965, and by the rules, regulations, and
D -11 -13 2
orders of the Secretary of Labor or pursuant thereto, and will permit access to
his books, records, and accounts by the Agency and by the Secretary of Labor
for purposes of investigation to ascertain compliance with such rules,
regulations, and orders.
f. In the event of Contractor noncompliance with the nondiscrimination
requirements of this contract or with any of the said rules, regulations, or
orders, this contract may be cancelled, terminated, or suspended, in whole or
in part, and the Contractor may be declared ineligible for further government
contracts in accordance with procedures authorized in Executive Order
No. 11246 of September 24, 1965, and such other sanctions may be imposed
and remedies invoked as provided in Executive Order No. 11246 of
September 24, 1965, or by rule, regulation, or order of the Secretary of Labor,
or as otherwise provided by law or with the "Disputes" procedure set forth
herein.
g.
If this agreement authorizes subcontracting, the Contractor must include the
provisions of paragraphs (a) through (g) in every subcontract or purchase order
so that such provisions will be binding upon each subcontractor. The
Contractor will take such action with respect to any subcontract or purchase
order as the Agency may direct as a means of enforcing such provisions,
including sanctions for noncompliance: Provided, however, that in the event
the Contractor becomes involved in, or is ,threatened with, litigation with a
subcontractor or vendor as a result of such direction by the Agency, the
Contractor rnay request the Agency to enter into such litigation to protect the
interests of the Agency.
4. INDEMNIFICATION
The Contractor shall defend, protect, and hold harmless the State of Washington,
the Agency, or any employee thereof from and against all claims, suits, and actions
arising from any negligent act or omission of the Contractor or any authorized
subcontractor, or any employees or agents of either while performing under the
terms of this contract.
Claims shall include, but not be limited to, assertions that the use or transfer of any
software, book, document, report, film, tape, or sound reproduction or rnaterral of
any kind, delivered hereunder, constitutes an infringement of any copyright, patent,
trademark, tradename, or otherwise results in an unfair trade practice.
5. COVENANT AGAINST CONTINGENT FEES
The Contractor warrants that no person or selling agency has been employed or
retained to solicit or secure this contract upon an agreement or understanding for a
commission, percentage, brokerage, or contingent fee, excepting bona fide
employees or bona fide established cominercial or selling agency maintained by the
Contractor for the purpose of securing business. The Agency shall have the right, in
the event of breach of this clause by the Contractor, to annul this contract without
liability or, in its discretion, to deduct from the contract price or consideration or
otherwise recover the full amount of such commission, percentage, brokerage, or
contingent fee.
6. CONFLICT OF INTEREST
The Agency may, by written notice to the Contractor:
D -11 -13 3
a. Terminate the right of the Contractor to proceed under this contract if it is
found, after due notice and examinations, by the Contracting Officer that
gratuities in the form of entertainment, gifts or otherwise offered or given by
the Contractor, or agent or representative of the Contractor, to any officer or
employee of the Agency, with a view toward securing this contract or securing
favorable treatment with respect to the awarding or amending or the making
of any determinations with respect to this contract.
b. In the event this contract is terminated as provided in (a) above, the Agency
shall be entitled to pursue the same remedies against the Contractor as it
could pursue in the event of a breach of the contract by the Contractor. The
rights and remedies of the Agency provided for in this clause shall not be
exclusive and are in addition to any other rights and remedies provided by law.
The existence of facts upon which the Contracting Officer makes any
determination under this clause shall be an issue and may be reviewed as
provided in the "Disputes" clause of this agreement.
7. TREATMENT OF ASSETS
a. Title to all property furnished by the Agency shall remain with the Agency.
Title to all property purchased by the Contractor, for the cost of which the
Contractor is entitled to be reimbursed as a direct item of cost under this
contract, shall pass to and vest in the Agency upon delivery of such property
by the vendor. Title to other property, the cost of which is reimbursable to
the Contractor under the contract, shall pass to and vest in the Agency upon
(r) issuance for use of such property in the performance of this contract, or (ii)
commencement of use of such property in the performance of this contract, or
(iii) reimbursement of the cost thereof by the Agency in whole or in part,
whichever first occurs.
b. Any property of the Agency furnished to the Contractor shall, unless otherwise
provided herein, or approved by the Contracting Officer be used only for the
performance of this contract.
c. The Contractor shall be responsible for any loss or damage to property of the
Agency which results from the negligence of the Contractor or which results
from the failure on the part of the Contractor to maintain and administer that
property in accordance with sound management practices.
d. Upon the happening of loss or destruction of, or damage to, any Agency
property, the Contractor shall notify the Contracting Officer thereof and shall
take all reasonable steps to protect that property from further damage.
e. The Contractor shall surrender to the Agency all property of the Agency prior
to settlement upon completion, termination, or cancellation of this agreement.
f. All reference to the Contractor under this clause shall include any of his /her
employees or agents or subcontractors.
8. NONASSIGNABILITY OF CLAIMS
No claim arising under this contract shall be transferred or assigned by the
Contractor.
D -11 -13 4
9. RECORDS, DOCUMENTS, AND REPORTS
The Contractor shall maintain books, records, documents, and other evidence and
accounting procedures and practices which sufficiently and properly reflect all
direct and indirect cost of any nature expended in the performance of this
agreement. These records shall be subject at all reasonable times for inspection,
review, or audit by Agency personnel and other personnel duly authorized by the
Agency, the Office of the State Auditor, and federal officials so authorized by law,
rule, regulation, or contract. The Contractor will retain all books, records,
documents, and other material relevant to this agreement for five years after
settlement, and the Office of the State Auditor, federal auditors, and any persons
duly authorized shall have full access to and the right to examine any of said
materials during said period.
10. DELAYS IN PERFORMANCE
The Contractor shall, should he become unable to complete the contract work at the
time specified because of technical difficulties, notwithstanding the exercise of
good faith and diligent efforts in the performance of the work called for hereunder,
notify the Contracting Officer of that anticipated delay and the reasons thereof.
Such notices and reason shall be delivered within ten working days after the
condition creating the delay becomes known to the Contractor. When notice is so
given the Contracting Officer may, in his discretion, extend the time specified for
performance for such period as he deems advisable.
11. RIGHTS IN DATA
Unless otherwise provided, data which originates from this contract shall be "works
for hire" as defined by the U.S. Copyright Act of 1976 and shall be owned by the
Agency. Data shall include, but not be limited to, reports, documents, f iles,i
pamphlets, advertisements, publications, books, magazines, surveys, studies,
computer programs, films, tapes, and/or sound reproductions. Ownership includes
the right to copyright, patent, register, and the ability to transfer these rights.
Data which is delivered under the contract, but which does not originate therefrom,
shall be transferred to the Agency with a nonexclusive, royalty -free, irrevocable
license to publish, translate, reproduce, deliver, perform, dispose of, and to
authorize others to do so; Provided, that such license shall be limited to the extent
which the Contractor has a right to grant such a license. The Contractor shall exert
all reasonable effort to advise the Agency, at the tune of delivery of data furnished
under this agreement, of all known or potential invasions of privacy contained
therein and of any portion of such document which was not produced in the
performance of this agreement. The Agency shall receive prompt written notice of
each notice or claim or copyright infringement received by the Contractor with
respect to any data delivered under this agreement.
The Contractor shall not affix any restrictive markings upon any data, and if such
markings are affixed, the Agency shall have the right at any time to modify,
remove, obliterate, or ignore such markings.
12. SUBCONTRACTING
The Contractor shall not enter into subcontracts for any of the work contemplated
under this agreement without obtaining prior written approval of the Agency. Such
subcontracts shall be subject to such conditions and provisions as the Agency may
D -11 -13 5
deem necessary; Provided, however, that notwithstanding the foregoing, unless
otherwise provided in this agreement, such prior written approval shall not be
required for the purchase by the Contractor of articles, supplies, equipment, and
services which are incidental but necessary for the performance of the work
required under this agreement; and Provided, further, however, that no provision of
this clause and no such approval by the Agency of any subcontract shall be deemed
in any event or in any manner to provide for the incurrence of any obligation of the
Agency in addition to the total agreed upon price.
13. COMPETITION IN SUBCONTRACTING
The Contractor shall select subcontracts (including suppliers) on a cornpetitive basis
to the maximum practical extent consistent with the objectives and requirements of
the contract and state law.
14. PUBLICATION OF DATA
The Contractor may not publish results and findings consequent to its participation
under this agreement without prior review by the Agency. All notices, publications,
informational pamphlets, press releases, research reports, and similar public notices
must acknowledge that the program is supported by funds provided by and through
the Washington State Energy Office, as appropriate and five copies of each such
publication shall be furnished to the Agency at no charge. Should the resultant
publication be considered copyriightable material, the Agency reserves a royalty
free, nonexclusive, and irrevocable license to reproduce, publish, or otherwise use
all or any of such copyrighted material or all or any such material which can be
copyrighted which resulted from this agreement.
15. LICENSING AND ACCREDITATION STANDARDS
The Contractor shall comply with all applicable local, state, and federal licensing
and accrediting requirements /standards, necessary in the performance of this
contract. (See RCW 19.02 for state licensing requirements /definitions.)
16. RIGHTS OF INSPECTION
The Contractor shall provide right of access to its facilities to the Agency, or any of
its officers, or to any other authorized agent or official of the State of Washington
or the federal government at all reasonable tunes, in order to monitor and evaluate
performance, compliance, and /or quality assurance under this contract.
17. ADVANCE PAYMENTS PROHIBITED
No payment in advance or in anticipation of services or supplies to be provided
under this agreement shall be made by the Agency.
18. LIMITATION OF AUTHORITY
Only the Contracting Officer or his /her delegate by writing (delegation to be made
prior to action) shall have the expressed, implied, or apparent authority to alter,
amend, modify, or waive any clause or condition of this contract. Furthermore, any
alteration, ainendrnent, modification, or waiver of any clause or condition of this
contract is not effective or binding unless made in writing and signed by the
Contracting Officer.
D -11 -13 6
19. SAVINGS
In the event funding from state, federal, or other sources is withdrawn, reduced, or
limited in any way after the effective date of this agreement and prior to normal
completion, the Agency may terminate the agreement, without the five day advance
written notice 'otherwise required by the "Termination" clause, subject to re-
negotiation under those new funding limitations and conditions.
20. WAIVER OF DEFAULT
Waiver of any default shall not be deemed to be a waiver of any subsequent default.
Waiver of breach of any provision of the agreement shall not be deemed to be a
waiver of any other or subsequent breach and shall not be construed to be a
modification of the terms of the agreement unless stated to be such in writing,
signed by an authorized representative of the Agency, and attached to the original
agreement.
21. CHANGES AND LMODIFICATIONS
The Contracting Officer may, at any time, by written notification to the
Contractor, and without notice to any known guarantor or surety, make changes
within the general scope of the services to be performed under the contract. If any
such change causes an increase or decrease in the cost of, or the time required for
the performance of this contract, an equitable adjustment may be made in the
contract price, or period of performance, or both, and the contract shall be modified
in writing accordingly. Any claim by the Contractor for adjustment under this
clause must be asserted within 30 days from the date of receipt by the Contractor
of the notice of such change; Provided, however, that the Contracting Officer may,
if he /she decides that the facts justify such action, receive and act upon any such
claim asserted at any time prior to final payment under this contract. Failure to
agree to any adjustment shall be a dispute concerning a question of fact within the
meaning of the clause of this contract entitled "Disputes However, nothing in this
clause shall excuse the Contractor from proceeding with the contract as changed.
22. DISPUTES
a. Except as otherwise provided in this contract, any dispute concerning a
question of fact arising under this contract which is not disposed of by
agreement shall be decided by the Contracting Officer, who shall _reduce
his /her decision to writing and mail or otherwise furnish a copy thereof to the
Contractor. The decision of the Contracting Officer shall be final and
conclusive unless, within 30 days from the date of receipt of such copy, the
Contractor mails or otherwise submits a written appeal addressed to the
Director of the Washington State Energy Office. The Director may resolve
any appeal beyond that decision of the Contracting Officer. All appeals shall
be subject to judicial review if otherwise provided by law.
b. This "Disputes" clause does not preclude the consideration of questions of law
in connection with decisions provided for in paragraph (a) above; Provided that
nothing of this contract shall be construed as making final the decisions of any
administrative official, representative, or board of a question of law.
c. The parties agree that this dispute process shall precede any action in a
judicial or quasi- judicial tribunal.
D -11 -13 7
23. TERMINATION FOR DEFAULT
The Contracting Officer may, by written notice, terminate the contract in whole or
in part, for failure of the Contractor to perform any of the provisions hereof. In
such event, the Contractor shall be liable for damages as authorized by law,
including, but not limited to, any cost difference between the original contract and
the replacement or cover contract and all administrative cost directly related to the
replacement contract, i.e., cost of the competitive bidding, mailing, advertising, and
staff time; Provided, that if (i) it is determined for any reason the Contractor was
not in default, or (ii) the Contractor's failure to perform is without his /her and /or
his /her subcontractor's control, fault or negligence, the termination shall be deemed
to be a Termination of Convenience.
24. TERMINATION FOR CONVENIENCE
25. TERMINATION
The Contracting Officer may, by five (5) days written notice,' terminate this
contract in whole or in part when it is in the best interests of the Agency. If this
contract is so terminated, the Agency shall be liable only for payment in accordance
with the terms of this contract for services rendered prior to the effective date of
termination.
This agreement may be terminated by either party hereto upon five days advance
written notice to the other party, provided that the Agency may, by written notice,
terminate this agreement without the five day advance written notice otherwise
required, in whole or part, for failure of the Contractor to perform any of the
provisions hereof.
26. TERMINATION PROCEDURE
Upon termination of this agreement, the Agency, in addition to any other rights
provided in this agreement, may require the Contractor of deliver to the Agency any
property specifically produced or acquired for the performance of such part of this
agreement as has been terminated. The provisions of the "Treatment of Assets"
clause shall apply in such property transfer.
The Agency shall pay to the Contractor the agreed upon price, if separately stated,
for completed work and services accepted by the Agency, and the amount agreed
upon by the Contractor and the Contracting Officer for (a) completed work and
services for which no separate price is stated, (b) partially completed work and
services, (c) other property or services which are accepted by the Agency, and
(d) the protection and preservation of property, unless the termination is for default,
in which case the Contracting Officer shall determine the extent of the liability of
the Agency. Failure to agree with such determination shall be a dispute within the
meaning of the "Disputes" clause of this agreement. The Agency may withhold from
any amounts due the Contractor for completed work or services such sum as the
Contracting Officer determines to be necessary to protect the Agency against
potential loss or liability.
The rights and remedies of the Agency provided in this clause shall not be exclusive
and are in addition to any other rights and remedies provided by law or under this
agreement.
After receipt of a notice of termination, and except as otherwise directed by the
Contracting Officer, the Contractor shall:
D -11 -13 8
1) Stop work under the agreement on the date, and to the extent specified, in the
notice;
2) Place no further orders or subcontracts for materials, services, or facilities
except as may be necessary for completion of such portion of the work under
the agreement as is not terminated;
3) Assign to the Agency, in the manner, at the times, and to the extent directed
by the Contracting Officer, all of the rights, titles, and interest of the
Contractor under the orders and subcontracts so terminated, in which case the
Agency has the right, at its discretion, to settle or pay any or all claims
arising out of the termination of such orders and subcontracts.
4) Settle all outstanding liabilities and all claims arising out of such termination
of orders and subcontracts, with the approval or ratification of the
Contracting Officer to the extent he /she may require, which approval or
ratification shall be final for all the purposes of this clause;
5) Transfer title to the Agency and deliver in the manner, at the times, and to
the extent, if any, as directed by the Contracting Officer any property which,
if the agreement has been completed, would have been required to be
furnished to the Agency.
6) Complete performance of such part of the work as shall not have been
terminated by the Contracting Officer; and
7) Take such action as may be necessary, or as the Contracting Officer may
direct, for the protection and preservation of the property related to this
agreement which is in the possession of the Contractor and in which the
Agency has or may acquire an interest.
27. GOVERNING LAW
This Contract shall be governed by the laws of the State of Washington.
28. SEVERABILITY
If any provision of this agreement or any provision of any document incorporated by
reference shall be held invalid, such invalidity shall not affect the other provisions
of this agreement which can be given effect without the invalid provision, and to
this end the provisions of this agreement are declared to be severable.
End of the general terms and conditions to the contract
D -11 -13 9
1. DEFINITIONS
4. CONVICT LABOR
6. AUDIT AND RECORDS
DV4-7
(FPR 1- 7.402 -30)
WASHINGTON STATE ENERGY OFFICE (WSEO)
SPECIAL TERMS AND CONDITIONS FOR CONTRACTS
FUNDED BY GRANTS, COOPERATIVE AGREEMENTS, OR
INTERGOVERNMENTAL AGREEMENTS WITH THE
BONNEVILLE POWER ADMINISTRATION
5/12/83
The term BPA means the Bonneville Power Administration and its duly authorized
representatives.
2. PUBLICATION OF RESULTS
Publications and reports prepared with BPA funds shall contain the following
acknowledgement statement:
"This (material) was prepared with the support of the Bonneville Power
Administration. However, any opinions, findings, conclusions, or
recommendations expressed herein are those of the author(s) and do not
necessarily reflect the views of BPA."
3. LIABILITIES AND LOSSES
BPA assumes no liability with respect to any damages or loss arising out of any
activities undertaken with the financial support of this Contract.
(FPR 1- 12.204)
In connection with the performance of work under this Contract, the Contractor
agrees not to employ any person undergoing sentence of imprisonment except as
provided by Public Law 89 -176, September 10, 1965 (18 U.S.C. 4082(c) (2)) and
Executive Order 11755, December 29, 1973.
5. OFFICIALS NOT TO BENEFIT
(FPR 1- 7.102 -17)
No member of or delegate to Congress, or resident Commissioner, shall be admitted
to any share or part of this Contract, or to any benefit that may arise therefrom;
but this provision shall not be construed to extend to this Contract if made with a
corporation for its general benefit.
(a) General.
The Financial Assistance Officer (BPA) and the Comptroller General, through
any authorized representative shall have the audit and inspection rights
described in the applicable paragraphs (b), (c), and (d) below.
1
DV4 -7
(b) Examination of costs.
The Contractor shall maintain, and the Financial Assistance Officer or his
representatives shall have the right to examine books, records, documents, and
other evidence and accounting procedures and practices, sufficient to reflect
properly all direct and indirect costs of whatever nature claimed to have been
incurred and anticipated to be incurred for the performance of this Contract.
Such right of examination shall include inspection at all reasonable times of
the Contractor's facilities or such parts thereof, as may be engaged in the
performance of this Contract.
(c) Cost or pricing data.
If the Contractor submitted cost or pricing data in connection with the pricing
of this Contract or any change or modification thereto, unless such pricing was
based on adequate price competition, established catalog or market prices of
commercial items sold in substantial quantities to the general public, or prices
set by law or regulation, the Financial Assistance Officer or his
representatives who are employees of the United States Government shall
have the right to examine all books, records, documents and other data of the
Contractor related to the negotiation, pricing or performance of such
Contract or modification, for the purpose of evaluating the accuracy,
completeness and currency of the cost or pricing data submitted.
Additionally, in the case of pricing any change or modification exceeding
$10,000 to contracts, the Comptroller- General of the United States or his
representatives who are employees of the United States Government shall
have such rights. The right of examination shall extend to all documents
necessary to permit adequate evaluation of the cost or pricing data submitted,
along with the computations and projections used therein.
(d) Availability.
The materials described in (b) and (c) above, shall be made available at the
office of the Contractor, at all reasonable times, for inspection, audit or
reproduction, until the expiration of five years from the date of final payment
under this Contract.
If this Contract is completely or partially terminated, the records relating to
the work terminated shall be made available for a period of five years from
the date of any resulting final settlement.
Records which relate to appeals under the "Disputes" clause of the Contract,
or litigation or the settlement of claims arising out of the performance of this
Contract, shall be made available until such appeals, litigation, or claims have
been disposed of, or for five years, whichever is longer.
(e) The Contractor shall insert a clause containing all the provisions of this
clause, including this paragraph (e), in all subcontracts hereunder except
altered as necessary for proper identification of the parties and the Financial
Assistance Officer under the Government prime cooperative agreement, grant,
or intergovernmental agreement.
2
7. UNIFORM RELOCATION ASSISTANCE (P.L. 91 -646)
The Contractor will comply with requirements of Title II and Title III of the Uniform
Relocation Assistance and Real Property Acquisitions Act of 1970 (P.L. 91 -646)
which provides for fair and equitable treatment of persons displaced as a result of
federal and federally assisted programs.
8. HATCH ACT
9. FAIR LABOR STANDARDS ACT
10. ENVIRONMENTAL PROTECTION
The Contractor will ensure that the facilities under its ownership, lease or
supervision which shall be utilized in the accomplishment of the project are not
listed on the Environmental Protection Agency's (EPA) list of Violation Facilities
and that it will notify the Federal cooperative agreementor agency (BPA) of the
receipt of any communication from the Director of the EPA Office of Federal
Activities indicating that a facility to be used in the project is under consideration
for listing by the EPA.
11. FLOOD DISASTER PROTECTION ACT
12 NATIONAL HISTORIC PRESERVATION ACT
The Contractor will assist the Bonneville Power Administration in its compliance
with Section 106 of the National Historic Preservation Act of 1966 as amended (16
U.S.C. 470), Executive Order 11593, and the Archeological and Historic Preservation
Act of 1966 (16 U.S.C. 469a -1 et seq.) by (a) consulting with the State Historic
Preservation Officer on the conduct of investigations, as necessary, to identify
properties listed in or eligible for inclusion in the National Register of Historic
Places that are subject to adverse effects (see 36 CFR Part 800.8) by the activity,
and notifying the Bonneville Power Administration of the existence of any such
DV4 -7
The Contractor will comply with the provisions of the Hatch Act which limit the
political activity of employees.
The Contractor will comply with minimum wage and maximum hours provisions of
the Federal Fair Labor Standards Act, as they apply to hospital and educational
institution employees of state and local governments.
The Contractor will comply with the flood insurance purchase requirements of
Section 102(a) of the Flood Disaster Protection Act of 1973, Public Law 93 -234, 87
Stat. 1975, approved December 31, 1976. Section 102(a) requires, on and after
March 2, 1975, the purchase of flood insurance in communities where such insurance
is available as a condition for the receipt of any Federal financial assistance for
construction or acquisition purposes for use in any area that has been identified by
the Secretary of the Department of Housing and Urban Development as an area
having special flood hazards. The phrase "Federal financial assistance" includes any
form of loan, grant, guaranty, insurance payment, rebate, cooperative agreement
subsidy, disaster assistance loan or grant, or any other form of direct or indirect
Federal assistance.
3
properties, and by (b) complying with all requirements established by the Bonneville
Power Administration to avoid or mitigate adverse effects upon such properties.
13. NOTICE AND ASSISTANCE REGARDING PATENT AND COPYRIGHT
INFRINGEMENT
(Grants, cooperative agreements, or intergovernmental agreements exceeding
$10,000 to WSEO)
The provisions of this clause shall be applicable only if the amount of the award to
WSEO exceeds $10,000.
(a)
The Contractor shall report to the Financial Assistance Officer of BPA,
promptly and in reasonable written detail, each notice or claim of patent or
copyright infringement based on the performance of this Contract of which
the Contractor has knowledge.
(b) In the event of any claim or suit against the Government on account of any
alleged patent or copyright infringement arising out of the performance of this
Contract or out of the use of any supplies furnished or work or services
performed hereunder, the Contractor shall furnish to the Government when
requested by the Financial Assistance Officer of BPA, all evidence and
information in possession of the Contractor pertaining to such suit or claim.
Such evidence and information shall be furnished at the expense of the
Government except where the Contractor has agreed to identify the
Government.
(c) This clause shall be included in all subcontracts awarded under this Contract.
14. REPORTING, OF ROYALTIES
(Grants, cooperative agreements, or intergovernment agreements exceeding
$10,000)
If the award to WSEO is in an amount which exceeds $10,000 and if any royalty
payments are directly involved in the Contract or are reflected in the contract price
to the Government, the Contractor agrees to report in writing to the Patent Counsel
(with notification by Patent Counsel to the Financial Assistance Officer of BPA)
during the performance of this Contract and prior to its completion or final
settlement the amount of any royalties or other payments paid or to be paid by it
directly to others in connection with the performance of this Contract together with
the names and addresses of licensors to whom such payments are made and either
the patent numbers involved or such other information as will permit the
identification of the patents or other basis on which the royalties are to be paid.
The approval of BPA of any individual payments or royalties shall not stop the
Government at any time from contesting the enforceability, validity or scope of, or
title to, any patent under which a royalty or payments are made.
15. PUBLICITY AND PUBLICATIONS
All publicity concerning the activities conducted under this contract program and
publications prepared for use in the program shall acknowledge the cosponsorship by
BPA.
DV4 -7
4
16. APPLICABLE OMB CIRCULARS
This Contract is subject to the following financial assistance management circular(s)
as modified in this contract instrument:
19. TRAVEL
DV4 -7
OMB Circular A -110
OMB Circular A -102
OMB Circular A -87
Grants and Agreements with Institutions of
Higher Education, Hospitals, and other
Nonprofit Organizations
Uniform Administrative Requirements for
Grants in Aid to State and Local Governments
Cost Principles applicable to Grants and
Contracts with State and Local Governments
For individuals and nonprofit organizations
For profit organizations
OMB Circular A -122
and 10 CFR 600
41 CFR and
10 CFR 600
17. LIABILITIES AND LOSSES (Government Furnished Equipment or Material)
The Contractor hereby releases and agrees to hold the Government, BPA, or persons
acting upon behalf of the BPA harmless for any and all liability of every kind and
nature whatsoever resulting from the receipt, shipping, installation, operation,
handling, use and maintenance of the material furnished under this Contract.
18. WARRANTY (Government Furnished Equipment or Material)
Neither the Government, BPA nor persons acting on behalf of BPA make any
warranty or other representation, express or implied, that the material granted will
accomplish the results for which it is requested or intended.
Travel within Washington, Oregon, Idaho, and Montana is an appropriate charge to
this Contract, and prior authorization for specific trips is not required. Such travel
costs may be charged on an actual basis or per diem basis in lieu of actual costs
incurred, provided the method used results in charges consistent with those normally
allowed by the organization in its regular operations, but in no instance in excess of
those allowable pursuant to the Federal Travel Regulations currently in effect on
the date(s) that the travel is performed.
5
BACKGROUND
A. Reimbursement Rate
D- SO W4 -22
STATEMENT OF WORK
Small Business Weatherization Program
Since 1982, the Bonneville Power Administration (BPA) has offered the Residential
Weatherization program to electric utilities throughout the region. The program provides
financial incentives to residential customers to achieve reductions in electric energy
through the installation of certain weatherization measures. BPA, through the
Washington State Energy Office (WSEO), is now interested in determining whether the
residential weatherization program can be applied to commercial customers that occupy
former residences. BPA and WSEO are offering this program as a pilot project to
determine:
o whether the existing residential weatherization program can be adapted to small
commercial businesses that operate in former residential buildings;
o whether energy savings are comparable;
o whether eligible commercial customers are responsive to the program; and
o whether the residential energy analysis methodology is valid.
WSEO is contracting with City of Port Angeles, Light Department, to offer the residential
weatherization agreement to its commercial customers who occupy buildings that are
former residences. All of the major program elements of the BPA residential
weatherization program (contained in BPA's Amendatory Residential Weatherization
Program Conservation Agreement, Amendment No. 6, October 1, 1984, and the related
referenced documents with Port Angeles City Light and incorporated herein by reference)
will apply to eligible commercial buildings including the same heat loss analysis
methodology, eligible energy conservation measures, and installation procedures. The
existing residential weatherization agreement between the utilities and BPA will, thus, be
used as a guide for implementing the Small Business Weatherization Program
incorporating the following modifications:
The reimbursement rate for eligible measures installed under this program will be 75
percent of actual cost not to exceed $0.32 times the annual kilowatt hours projected
to be saved.
Other reimbursement rates are as follows:
o Revise Energy Analyses conducted for BPA's
Commercial Audit Program (maximum of 13)
o Building Owners' signed agreement to
install measures (job authorizations
maximum of 10)
o Electric hot water tank wraps
o Dehumidifier
1
Contract No. 86 -25 -03 t.
$100 each
$100 each
$25 each
actual cost or $240,
whichever is less
B. Definitions:
D- SOW4 -22
o Radon monitoring /evaluation
o Air -to -air heat exchanger
(mitigation measure)
o Certification of Installation
of mitigation measure
Contract No. 86 -25 -03
$20 each
75% of actual cost,
but not to exceed $850
$30 each
Building means a converted residence containing one or more businesses within
which:
a. all businesses are owned by one building owner; or
b. if businesses are owned by separate building owners, each building owner
agrees, individually or collectively through the rules governing actions of a
building owner's association with regard to this program.
Building Owner means the fee owner, mortgagor, or the contract vendee of a
building, including a building used for rental purposes..
Converted Residence means that portion of a structure which was constructed to be
a residence:
o which contained living facilities, including provisions for sleeping, eating, and
cooking, for one or more persons;
o which uses electric space heating permanently installed prior to July 1, 1985;
o which is within the Contractor's conservation program's administrative service
territory;
o which is not a mobile home;
o which is either wood frame construction or no higher than three stories above
grade; and
o which is now used to house a commercial trade or business which does not
contain a manufacturing /industrial process.
Eligible Measures include the following:
o ceiling insulation, exterior roof insulation, and ventilation when required;
o floor insulation or perimeter insulation with associated vapor impermeable
ground cover, pipe wrap and appropriate ventilation;
o wall insulation such as exterior wall cavity insulation and unfinished wall
insulation;
o duct insulation;
o hydronic pipe insulation;
o window treatments such as storm windows, sash mounted storm windows,
replacement multiglazing, replacement prime windows, and vent conversion;
o doors such as sliding storm doors, multiglazed inserts, sliding door
replacements, and French doors;
o clock thermostats;
o caulking; and
o weatherstripping.
2
TASKS
Contractor Tasks:
D- SOW4 -22 3
Contract No. 86 -25 -03
1. Maintain on file the following BPA documents for the purpose of referencing
programmatic and procedural requirements that apply to the administration and
implementation of this program:
A. Amendatory Residential Weatherization Program Conservation Agreement,
Amendment No. 6, October I, 1984, and Exhibits.
B. Weatherization Specifications of October 1984
C. Standard Heat Loss Methodology of October 1984
D. Standardized Weather Data of April 1984
E. Software Certification Procedures of April 1984
F. Energy Analysis /Inspection Procedures of October 1984
G. Training Procedures of October 1984
H. Privacy Act Notice to Consumer of April 1984
I. Indoor Air Quality Procedures of October 1984
2. Revise thirteen energy analyses conducted for BPA's Commercial Audit Program to
comply with the BPA procedures and requirements contained in the documents
referenced under Task I above. Such revisions shall identify eligible measures and
related customer incentives available through the Small Business Weatherization
Program.
3. Market the program to those thirteen businesses where revised energy analyses have
been conducted to encourage the installation of eligible energy conservation
measures. Marketing will be conducted by identifying, personally contacting,
distributing program information, and actively pursuing building owners or occupants
in order to secure their participation in the program.
4. As part of the energy analyses, provide information and assistance to the customer
on lighting conservation measures the customer can implement on his or her own
initiative. This information and assistance shall consist of conducting a lighting
survey (Attachment B), a lighting checklist (Attachment C), and calculations of
simple payback of some recommended lighting measures (sample contained in
Attachment D), copies of which will be left with the customer. Lighting measures
are not eligible for reimbursement through this program.
5. Following revision of the audits conducted in Task 2 above, and upon authorization
of the building owner and /or occupant, arrange for the installation of eligible
measures following standard BPA procedures as stipulated in the documents
referenced in Task 1 above. Notice to the installer (i.e., job authorization) to
proceed with installation of eligible measures shall be issued and dated no later than
June 30, 1986. The total dollar amount of job authorizations shall not exceed the
budgeted amount indicated on the contract Budget Sheet.
6. Inspect installed measures to ensure proper and complete installation in accordance
with all procedures referenced in Task 1 (Item F) above and expedite payment to
installer for approved installed measures.
7. Monitor and mitigate, if deemed necessary, indoor air quality in accordance with
BPA procedures outlined in Task 1 (Item I) above. Expedite payment to installer for
installed mitigation measures in accordance with the eligible reimbursement rate
indicated in Background, Item A above.
8. Maintain program records as required by BPA's Residential Weatherization Program
Conservation Agreement as referenced in Task 1 above.
9. Attend meeting with other participating utilities, WSEO, and BPA to assess project
status and Contractor performance at project midpoint.
WSEO Tasks:
Contract No. 86 -25 -03
1. Provide marketing brochures to Contractor.
2. Reimburse the Contractor in a timely manner for eligible measures according to the
reimbursement rates listed in the Background, Item A, above, and the Budget Sheet.
3. Arrange a joint meeting of the Contractor and other participating utilities and BPA
to evaluate project status and performance at project midpoint (early March 1986).
4. Monitor progress of project and assist Contractor in resolving program problems, if
any.
Budget Sheet
Contract 86 -25 -03
The maximum reimbursement amount listed below is based upon the number of energy
analyses allotted to the Contractor. Contract expenditures shall be documented
according to the categories listed in Attachment A, Invoice Voucher. This amount may be
reapportioned according to the conditions listed in Special Terms and Conditions (Article
II). All Contractor expenses will be reimbursed according to the following schedule:
Category
13 Completed Energy Analyses
10 Authorizations for Installation
of Measures (if authorized within
60 days of completed analysis)
10 Radon Monitoring Evaluations Provided
Water Heater Wrapped;
Installation of Dehumidifier;
Installation of Eligible Inspected
Measures;
Installation of Mitigation Measure
(air -to -air heat exchanger);
Certification of Installation of
Mitigation Measure.
Maximum Total Reimbursement
City of Port Angeles, Light Department
Maximum
Reimbursable Reimbursable
Amount Amount
$100 each 1,300
$100 each 1,000
$20 each 200
See Reimbursement Rate,
Page Nos. I and 2 of
Statement of Work
$16,349
$18,849
3. Energy Analysis Measures Installation
Authorization Deadline Completion Date
4. Final Invoice Voucher Due
86 -25 -01
AQ ORGANIZATION OR UNIT
STATE Of WASHINGTON
SCHEDULE OF OBJECTIVES Washington State Energy Office Elmhurst Mutual Power and
Light Company
1. WSLO contract monitoring c 30
2. Project Status and Contractor 3
Performance Meeting
3g
OATE
TASKS OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG
15
0
9/85
Reimbursable Items:
Energy Analyses Completed
Authorizations for Installation of Measures
Water Heaters Wrapped
Measures Installed and Inspected: Total cost of installed
FEDERAL I.D. NO. OR SOCIAL SECURITY NO. (For Reporting Persona! Serveces Contract Payments tot R.S.
inter
ANS
)DE
measures x 0.75(not to
x $0.32)=
Actual Cost of Installed Dehumidifier (not to
Radon Monitoring Evaluation Provided
Actual Cost of Installation of Mitigation Measures
x 0.75 (not to exceed,$850)
Certification of Installation of Mitigation Measures
)OCUMENT 3t LIQUIDATION DATE
A55-A
(6 /84
DATE
M R
0 E
FORM
A19
Rev 4181
o v
1 1 1
1 1 1
1 1
!11
1 1 1
iO V(D FOR PAYMENT BY
Washington State Energy Office
400 East Union, 1st Floor ER -11
Olympia, WA 98504
VENDOR OR CLAIMANT (Warrant is to be payable to) 1
City of Port Angeles, Light Department
240 West Front Street, Box 1150
Port Angeles, WA 98362
LContract No. 86 -25 -03
AFRS ACCOUNTING BLOCK
CURRENT DOC NUMBER REF. DOC NUMBER VENDOR NO
1,
ORG'
INDEX
COUNTY
Shipping Document NO.
AGENCY NAME
CITY/ WORK APPN
TOWN CLASS INDEX
STATE OF WASHINGTON
INVOICE VOUCHER
exceed the number of kWhs /year saved
FUND
Coned Prepaid
FUND
DTL
J
PROD PROJECT
tNCEX
UNIT
VE NDOR r
4 5U8
PROJ
i
INSTRUCTIONS TO VENDOR OR CLAIMANT: Submit this lour
in triplicate to claim payment lo' materials, merchandise of
services. Show complete detail for each item.
Vendor's Certificate. 1 hereby certify under penalty of perjury that the
items and totals listed herein are proper charges for materials, mar•
chandise or services furnished to the State of Washington, and that all
goods furnished and /or services rendered have been provided without
discrimination on the grounds of race, creed, color, national origin, sex,
or age.
BY
exceed 5240)
x$ 20=
ATTACHMENT A
AGENCY USE ONLY
AGENCY NO. I LOCATION CODE I P.R. OR AUTH. NO.
(SIGN M lNI
(TITLE) t0ATE)
Reporting Period:
UNIT
PRICE
x$100=
x$100=
x$ 25=
x$ 30=
PROJ SUB SUB SUB
PHAS 06.1 OBJECT
DATE
AMOUNT
FOR AGENCY
USE
No Pieces Rece,ved By Date Receved
AMOUNT
F
C
0
1.
INVOICE
NUMBER
1
I
1 i
1 I�
LIGHTING
1. Interior /Exterior Lighting
Area 1 Lighting Type* I Lamp Type Wattage
*Lighting Type Codes:
2. Estimated Total Watts
3. Interior Watts /Square Foot
4. Method of Control
S. Maintenance
6. Notes:
1
Total Watts
86- 25 -0,3
ATTACHMENT B
Foot Candles
A. Incandescent D. Metal Halide
B. Fluorescent E. High Pressure Sodium
C. Mercury Vapor F. Lou Pressure Sodium
ENERGY AUDITOR CHECKLIST
LIGHTING
Incandescent lamps are used in offices. workrooms. hallways.
Suggested 0 Ms:
a. Where possible use a single incandescent lamp of high wattage rather than
two or more smaller lamps of combined higher wattage.
b. Discontinue using extended service lamps except in special cases such as
recessed directional lights where short lamp life is a problem.
c. Discontinue using multi -level lamps. The efficiency of a single wattage lamp
is higher per watt than a multi -level Tamp.
Suggested ECM:
a. Replace non decorative incandescent lamps with more energy conserving
types such as fluorescents in general purpose areas and mercury vapors in
large group areas.
Lamps and fixtures are not clean.
Suggested 0 Ms:
a. Establish a regular inspection and cleaning schedule for lamps and
luminaires (fixtures). Dust buildup reduces effectiveness.
b. Replace Tens shielding that has turned yellow or hazy with new acrylic lenses
which do not discolor.
c. Replace outdated or damaged luminaires with modern types that are easy
to clean.
Suggested 0 M:
a. Establish a group relamping schedule. Lamp manufacturer's safes offices can
provide a computerized relamping schedule at minimal or no cost.
Ceilings and other room surfaces have reduced reflectivity due to dirt
Suggested 0 Ms:
a. Clean surfaces.
b. When repainting or recovering, use coatings or coverings with good
reflectance.
86 -25-03
ATTACHMENT C
DOES THIS
PROBLEM RECOM-
EXIST? MENDED
Y NY N
0
Lamps are replaced individually as they burn out.
NA
LIGHTING
ENERGY AUDITOR CHECKLIST
Daylight is not used effectively.
Suggested 0 Ms:
a. Locate work stations requiring high illumination adjacent to windows.
b. Switch off lights when daylight is sufficient.
c. Clean windows and skylights.
Suggested ECM:
a. Install Tight sensors and dimming equipment which automatically compensate
for varying natural lighting conditions.
Decorative lighting is excessive and /or not controlled optimally.
Suggested 0 Ms:
a. Replace burned out lamp with lower wattage lamps.
b. Establish schedule for manual control or control operation with existing
photoelectric or time clock controls if practical.
In fixtures where fluorescent lamps have been removed, the ballasts have not
been disconnected.
Suggested 0 M:
a. Disconnect ballasts. which still use significant amounts of energy even
though tubes have been removed.
Suggested ECM:
a. Replace unnecessary tubes with "dummy" types which draw little current and
yet provide uniform lighting effect.
When burned out fluorescent lamps and /or ballasts have been replaced, more
efficient lights have not been installed.
Suggested 0 Ms:
a. When relamping. replace fluorescent tubes with more efficient and lower
wattage types such as 35 -watt instead of 40 -watt to achieve a reduction in
electrical energy consumption. Wherever possible, replace burned out
ballasts with more efficient lower wattage energy conserving ballasts.
b. Consider not replacing burned out bulbs or lamps, and disconnecting ballasts
in areas where delamping is possible. For example. in four -lamp fixtures allow
two lamps to remain, disconnecting appropriate ballasts.
Suggested ECMs:
a. Install more efficient fluorescent tubes and ballasts in all existing luminaires
(fixtures). (NOTE: Verify that new lamps will work with existing ballasts
86 -25 -03
ATTACETENT C
DOES THIS
PROBLEM RECOM-
EXIST? MENDED NA
Y N Y N
LIGHTING
Suggested ECMs:
b. Lowering luminaires (fixtures) will increase illumination levels on the task
area. and may permit a reduction in the number of fixtures or the wattage of
lamps.
Lighting is on in unoccupied areas.
Suggested 0 Ms:
a. Post instructions to turn off lights when leaving area.
b. Identify areas being controlled by ganged switches.
c. Assure wall switch timers function properly.
ENERGY AUDITOR CHECKLIST
Suggested ECMs:
a. Rewire switches so that one switch does not control all fixtures in multiple
work spaces.
b. Provide timer switches in remote or seldom used areas where there will be
brief occupancy periods.
Security/outdoor lighting is not automatically controlled and /or lighting levels
are excessive.
Suggested 0 Ms:
a. Replace burned out lamps with lower wattage lamps.
b. Establish manual operation schedule considering change in daylight with
season.
c. Control lighting with existing photoelectric or time -clock controls if practical.
d. Eliminate outdoor lighting where practical.
Suggested ECM:
a. Replace exterior incandescent lamps with more efficient types such as high
pressure sodium or metal halide. See "Lighting" appendix in Booklet 2.
Deep baffled downlighting fixtures have conventional "R" reflector lamps
installed.
Suggested 0 M:
a. Replace burned out "R" lamps with elliptical reflector "ER" lamps which yield
approximately the same average light level for half the energy cost.
Two lamps have not been removed from four -lamp fixtures where possible.
Suggested 0 M:
a. Remove two lamps and disconnect ballasts.
DOES THIS
PROBLEM RECOM-
EXIST? MENDED
Y N Y N
86-25-03
ATTACHMENT C
NA
Simple &jba.ck Pevi ad SPP
ENE2G`f EFFicteur LA HP
Er,orlo Eel IC, An/AC.YSIS
1. Rofla.cG sfurtdard F 40 f(uvYicc.. 4 lamp u ft- eK y er-4V !fit
Sine.✓ -save✓ plus (F -40 SSP 32) l qrn p when if bc,..riS ocJ.
Cost of rrteatu,y1°. (CA* of ssp 32) (cost cF F -4o)
2.40 -1.50
Annual erten za ngs wa.If-acie x Annual t1oc vs o¢ ape,vuf h.,t
(40 x 35 00 B x 3500 28,000 wa.{f{ -trs
ZB wq(t -hr
1,000 waffsi
Ar,nu.a.t dcl(a,v saut`,ts 28 ktA1ff. X 4.05/4w,4
1.40
Somngs ovev f1-a fat of• he loo-np (Annt,crcL savrn x yew yecirs of lamp I:Cc) (Ccuf-
0- of ca si.k.rG)
(1.401 :6 .9O
7. 18 -.40
2. Repiact. sl-Antdo..1 F-10 1 2.r 60.111 SSP 32 lamp fr. f•o br..r,i o.
CoSf of rn.e asvc a now e9 u.4.1 s f fa fat G aSf of n.t?,c,J 1a--v-la 2.40
SpP 2.10
(.7 y eas 2/ months
1.40
28Kr c
SHEET NO
JOB NO.
BY
ccz f cF H e its ewe
Afnua.( Do ((ar .Savin
,90 64- years f3 Marifhs
1.40
A C Consultants nil, Sulu 444 2295 PorLlakr ()me AtIantJ 10145 40.% 919 10.7
86 -25-03
ATTACHMENT D
f
LEGAL SERVICES AGREEMENT
THIS AGREEMENT is made between the CANBY UTILITY BOARD,
OREGON; CITY OF PORT ANGELES, WASHINGTON; ELMHURST MUTUAL POWER
AND LIGHT COMPANY, WASHINGTON; LAKEVIEW LIGHT AND POWER COMPANY,
WASHINGTON; OHOP MUTUAL LIGHT COMPANY, WASHINGTON; PARKLAND LIGHT
AND WATER COMPANY, WASHINGTON; PENINSULA LIGHT COMPANY,
WASHINGTON; PUBLIC UTILITY DISTRICT NO. 1 OF CLALLAM COUNTY,
WASHINGTON; PUBLIC UTILITY DISTRICT NO. 1 OF CLARK COUNTY,
WASHINGTON; PUBLIC UTILITY DISTRICT NO. 1 OF GRAYS HARBOR COUNTY,
WASHINGTON; PUBLIC UTILITY DISTRICT NO. 1 OF KLICKITAT COUNTY,
WASHINGTON; PUBLIC UTILITY DISTRICT NO. 1 OF LEWIS COUNTY,
WASHINGTON; PUBLIC UTILITY DISTRICT NO. 1 OF MASON COUNTY,
WASHINGTON; PUBLIC UTILITY DISTRICT NO. 3 OF MASON COUNTY,
WASHINGTON; PUBLIC UTILITY DISTRICT NO. 1 OF .PACIFIC COUNTY,
WASHINGTON; PUBLIC UTILITY DISTRICT NO. 1 OF SKAMANIA COUNTY,
WASHINGTON; PUBLIC UTILITY NO. 1 OF SNOHOMISH COUNTY, WASHINGTON;
PUBLIC UTILITY DISTRICT NO. 1 OF WAHKIAKUM COUNTY, WASHINGTON;
TILLAMOOK PEOPLE'S UTILITY DISTRICT, OREGON (Public Utilities);
and THE WILLIAMS, NOVACK HANSEN LAW FIRM (Attorney) for the
provision of legal services and the payment of compensation as
specified herein, effective February 1, 1986.
WHEREAS, the Public Utilities presently purchase electric
power from the Bonneville Power Administration (BPA) pursuant to
wholesale rate schedules determined by BPA after public hearing
pursuant to §7 of the Pacific Northwest Electric Power Planning
and Conservation Act (Act); and,
WHEREAS, BPA is preparing to conduct hearings and public
processes to decide issues which may affect Bonneville's wholesale
rate schedules for the Public Utilities in conjunction with the
DSI variable rate proceedings.
IT IS THEREFORE AGREED THAT:
1. The Attorney shall advise, assist and appear on behalf of
the Public Utilities in hearings concerning the DSI
variable rate proposals.
2. Public Utilities shall compensate the attorney for these
services at an average hourly rate not to exceed $75.00
plus out -of- pocket expenses. Such expenses shall include
telephone, telecopy, copying and postage, and reasonable
and necessary travel expenses. The Attorney shall send
each of the Public Utilities an itemized statement for
legal services rendered and out -of- pocket expenses on a
monthly basis.
3. The Attorney fees and out -of- pocket expenses incurred
hereunder shall be divided among the Public Utilities
according to the formula attached as Exhibit A.
1
4. The fees for this proceeding will be in accordance with
the January 14, 1986 letter from Gary S. Saleba to the
Public Utilities. However, labor fees incurred hereunder
shall not exceed a maximum of $50,000 without the prior
authorization of the Public Utilities. However, it is
understood that the length and amount of work necessary
in these proceedings is unique and the cost may exceed
these estimates.
5. Files of the Attorney relating directly to the foregoing
legal services shall be available for examination by the
authorized representative of the Public Utilities or
their attorneys and shall, upon reasonable request, be
turned over to the Public Utilities if the Attorney
ceases to act as attorney for the Public Utilities.
6. Because the attorney- client relationship is dependent
upon mutual trust and full confidence, an individual
Public Utility, the Public Utilities collectively, or the
Attorney may terminate this Agreement at any time upon
written notice.
THE WILLIAMS, NOVACK HANSEN
LAW FIRM �1
By: e%4..;1,r 0, r�r, A` L
Terence L. Mundorf f"
REVISED EXI- IIC-BIT A
January 20, 1986
Original 11 cc t. i :ri Revised Allocat [1]
<1 `I'
Canby 1. 29'/- `6645 1.37/ $685
C 1 a 1 1 am 6.14% 3,070 6.50% 3, 250
Clark 1 5. 00/ 7, 500 15. 00/ 7, 500
Elmhurst 2. 81/ 1, 405 2. 98/ 1,490
Grays Harbor 15.00% 7,500 15.00% 7, 500
K1 ickitat 3.008% 1,541Z1 0.00'/• 02
Lakeview 2. 67'/• 1,335 2. 83'/. 1 1 r 1 5
Lewis 5.43;'• 4,215 8.93% 4,465
Mason 1 L1.05% 55275, 1 1 1 I 555
6
Mason 3 02% 3, 010 6.3% 3, 190
Ohc 'p 0.55% 275 0.58% 290
Pact f 1C 3.08% 1,540 3.26% 1, 630
Park land 1.31% 655 1.39% 695
Peninsula 4.71'/• 2, 355 4.99% 2, 495
Port Angeles 6.74/ 3,370 7.14% 3,570
Skamania 1.50/ 750 1.59/ 795
Snohr_'m i sh 15.00% 7,500 15. 60'/. 7,500
T i l l a m o o k 5.04% 2,520 5.34/ 2,670
Wahkiakum 0.58'/. 290 0.61'/• 305
Total 100.00% $50,000 100. 00/ $50,000
E1] Revised allocation reflects deletion of Klick.itat
and maintenance of 15.00% cap expenditure.
ti•
LEGAL SERVICES AGREEMENT
THIS AGREEMENT is made between the CANBY UTILITY BOARD,
OREGON; CITY OF PORT ANGELES, WASHINGTON; ELMHURST MUTUAL POWER
AND LIGHT COMPANY, WASHINGTON; LAKEVIEW LIGHT AND POWER COMPANY,
WASHINGTON; OHOP MUTUAL LIGHT COMPANY, WASHINGTON; PARKLAND LIGHT
AND WATER COMPANY, WASHINGTON; PENINSULA LIGHT COMPANY,
WASHINGTON; PUBLIC UTILITY DISTRICT NO. 1 OF CLALLAM COUNTY,
WASHINGTON; PUBLIC UTILITY DISTRICT NO. 1 OF CLARK COUNTY,
WASHINGTON; PUBLIC UTILITY DISTRICT NO. 1 OE GRAYS HARBOR COUNTY,
WASHINGTON; PUBLIC UTILITY DISTRICT NO. 1 OF KLICKITAT COUNTY,
WASHINGTON; PUBLIC UTILITY DISTRICT NO. 1 OE LEWIS COUNTY,
WASHINGTON; PUBLIC UTILITY DISTRICT NO. 1 OF MASON COUNTY,
WASHINGTON; PUBLIC UTILITY DISTRICT NO. 3 OF MASON COUNTY,
WASHINGTON; PUBLIC UTILITY DISTRICT NO. 1 OE PACIFIC COUNTY,
WASHINGTON; PUBLIC UTILITY DISTRICT NO. 1 OF SKAMANIA COUNTY,
WASHINGTON; PUBLIC UTILITY NO. 1 OF SNOHOMISH COUNTY, WASHINGTON;
PUBLIC UTILITY DISTRICT NO. 1 OF WAHKIAKUM COUNTY, WASHINGTON;
TILLAMOOK PEOPLE'S UTILITY DISTRICT, OREGON (Public Utilities);
and THE WILLIAMS, NOVACK HANSEN LAW FIRM (Attorney) for the
provision of legal services and the payment of compensation as
specified herein, effective February 1, 1986.
WHEREAS, the Public Utilities presently purchase electric
power from the Bonneville Power Administration (BPA) pursuant to
wholesale rate schedules determined by BPA after public hearing
pursuant to §7 of the Pacific Northwest Electric Power Planning
and Conservation Act (Act); and,
WHEREAS, BPA is preparing to conduct hearings and public
processes to decide issues which may affect Bonneville's wholesale
rate schedules for the Public Utilities in conjunction with the
DSI variable rate proceedings.
IT IS THEREFORE AGREED THAT:
1. The Attorney shall advise, assist and appear on behalf of
the Public Utilities in hearings concerning the DSI
variable rate proposals.
2. Public Utilities shall compensate the attorney for these
services at an average hourly rate not to exceed $75.00
plus out -of- pocket expenses. Such expenses shall include
telephone, telecopy, copying and postage, and reasonable
and necessary travel expenses. The Attorney shall send
each of the Public Utilities an itemized statement for
legal services rendered and out -of- pocket expenses on a
monthly basis.
3. The Attorney fees and out -of- pocket expenses incurred
hereunder shall be divided among the Public Utilities
according to the formula attached as Exhibit A.
4. The fees for this proceeding will be in accordance with
the January 14, 1986 letter from Gary S. Saleba to the
Public Utilities. However, labor fees incurred hereunder
shall not exceed a maximum of $50,000 without the prior
authorization of the Public Utilities. However, it is
understood that the length and amount of work necessary
in these proceedings is unique and the cost may exceed
these estimates.
5. Files of the Attorney relating directly to the foregoing
legal services shall be available for examination by the
authorized representative of the Public Utilities or
their attorneys and shall, upon reasonable request, be
turned over to the Public Utilities if the Attorney
ceases to act as attorney for the Public Utilities.
6. Because the attorney client relationship is dependent
upon mutual trust and full confidence, an individual
Public Utility, the Public Utilities collectively, or the
Attorney may terminate this Agreement at any time upon
written notice.
THE WILLIAMS, NOVACK HANSEN
LAW FIRM
By:
Terence L. Mundorf f'
UTILITY
By:,
Manager
Total
Original Allocation Revised Allocation C1]
100.00% $50, 000
REVISED EXI- 1113IT A
January 20, 198E
Canby 1. 29/ $6 1.37/ '668
C 1 a 1 lam 6.14% 3,070 6.50% 3, 2.50
Clark 15.i00' 1,50 15.00% 7,50020
E1roh'rr st, 2. 81 1, 405 2. 98/ 1, 490
Brays I larbc r- 15.00% 7,500 15.00% 7, 501/I
I1 i c l i t at 3.00% 1 540 0Zr 0lr 0'/• 0
Lakeview 2.67% 1,335 2. 63% 1, 415
Laois 8. 4 r3 4, 215 8. 93% 4,465
I'ldsOn 1 1. 05 :JC "1 1 11%
555
Ma son 3 6. Qr 2/ 3,010 6.38% 3,190
Ohop 0. 55% 275 0. 511% 2 90
Pacific 3.08% 1,540 3. c_6% 1,630
Parr 1 and 1.31'/. 655 1.39% 695
�r. 71% 2 355 Ir '39' 2, 95
Peninsula
Port Angeles 6.74% 3,37'71 7.14% 3, 5717
Sk aman i a 1.50% 750 1.59% 795
Snohomish 15.00% 7,500 15.00% 7, 50 0r
T i l l a m o o k 5.'Z14 2,520 5. 31a. 2, 671/1
IrJahki ak Um
Q. 58% 290 0.61% 317,5
100.00% $50,000
00
[11 Reviser) allocation reflects deletion of K1ic1itat
and maintenance of 15.00% cap expenditure.
c
LEGAL SERVICES AGREEMENT
THIS AGREEMENT is made between the CANBY UTILITY BOARD,
OREGON; CITY OF PORT ANGELES, WASHINGTON; ELMHURST MUTUAL AND
LIGHT COMPANY, WASHINGTON; OHOP MUTUAL LIGHT COMPANY, WASHINGTON;
PARKLAND LIGHT AND WATER COMPANY, WASHINGTON; PENINSULA LIGHT
COMPANY, WASHINGTON; PUBLIC UTILITY DISTRICT NO. 1 OF CLALLAM
COUNTY, WASHINGTON; PUBLIC UTILITY DISTRICT NO. 1 OF CLARK
COUNTY, WASHINGTON; PUBLIC UTILITY DISTRICT NO. 1 OF GRAYS HARBOR
COUNTY, WASHINGTON; PUBLIC UTILITY DISTRICT NO. 1 OF KLICKITAT
COUNTY, WASHINGTON; PUBLIC UTILITY DISTRICT NO. 1 OF LEWIS
COUNTY, WASHINGTON; PUBLIC UTILITY DISTRICT NO. 1 OF MASON
COUNTY, WASHINGTON; PUBLIC UTILITY DISTRICT NO. 3 OF MASON
COUNTY, WASHINGTON; PUBLIC UTILITY DISTRICT NO. 1 OF PACIFIC
COUNTY, WASHINGTON; PUBLIC UTILITY DISTRICT NO. 1 OF SKAMANIA
COUNTY, WASHINGTON; PUBLIC UTILITY DISTRICT NO. 1 OF SNOHOMISH
COUNTY, WASHINGTON; PUBLIC UTILITY DISTRICT NO. 1 OF WAHKIAKUM
COUNTY, WASHINGTON; TILLAMOOK PEOPLE'S UTILITY DISTRICT, OREGON
(Public Utilities); and MARSH, MUNDORF PRATT (Attorney) for the
provision of legal services and the payment of compensation as
specified herein, effective October 1, 1986.
WHEREAS, the Public Utilities presently purchase electric
power from the Bonneville Power Administration (BPA) pursuant to
wholesale rate schedules determined by BPA after public hearing
pursuant to 7 of the Pacific Northwest Electric Power Planning
and Conservation Act (Act), and under the terms and conditions of
a Power Sales Contract with BPA; and
WHEREAS, BPA is preparing to conduct hearings and public
processes in 1986 and 1987 to decide issues which will affect
Bonneville's wholesale rate schedules for the Public Utilities;
and
WHEREAS, the Public Utilities wish to participate in these
hearings and proceedings to protect their interests.
IT IS THEREFORE AGREED THAT:
5<Lf 6
1. The Attorney shall advise, assist and appear on behalf
of the Public Utilities in the hearings and processes
as directed by the Public Utilities.
2. Public Utilities shall compensate the attorney for
those services at an average hourly rate not to exceed
$75.00 plus out -of- pocket expenses. Such expenses
shall include telephone, telecopy, copying and postage,
and reasonable and necessary travel expenses. The
Attorney shall send each of the Public Utilities
an itemized statement for legal services rendered and
out -of- pocket expenses on a monthly basis.
3. The Attorney fees and out -of- pocket expenses incurred
hereunder shall be divided among the Public Utilities
according to the formula attached as Exhibit B.
4. The activities encompassed by this Agreement are set
forth in Exhibit B. No activities shall be undertaken
without prior authorization of the Public Utilities.
Labor fees incurred hereunder shall not exceed a
maximum of $150,000 without the prior authorization of
the Public Utilities. However, it is understood that
the length and amount of work necessary in these
proceedings is unique and the cost may exceed these
estimates.
5. Files of the Attorney relating directly to the foregoing
legal services shall be available for examination by
the authorized representative of the Public Utilities
or their attorneys and shall, upon reasonable request,
be turned over to the Public Utilities if the Attorney
ceases to act as attorney for the Public Utilities.
6. Because the attorney client relationship is dependent
upon mutual trust and full confidence, an individual
Public Utility, the Public Utilities collectively, or
the Attorney may terminate this Agreement at any time
upon written notice.
MARSH, MUNDORF PRATT
By:
By:
cy--
Terence L. Mundorf
PUBLIC UTILITY
1
o f pORT 4
csyaa.._
mr
L_
111111.
October 6, 1987
Mr. James Jura, Administrator
Bonneville Power Administration
P.O. Box 3621
Portland, Oregon 97208
Mr. Terry Esvelt, Area Manager
Bonneville Power Administration
Puget Sound Area Office
P.O. Box C -19030
Seattle, Washington 98109 -1030
Dear Mr. Jura and Mr. Esvelt:
CITY OF PORT ANGELES
140 WEST FRONT ST., P.O BOX 1150 PORT ANGELES, WASHINGTON 98362
PHONE (206) 457 -0411
My colleagues on the Port Angeles City Council join with me in express-
ing alarm over the recent disclosure concerning a nearly six million
dollar expenditure for office furniture and, particularly, the appar-
ent overly lavish allocation for Bonneville's top executive offices.
We are encouraged by your swift initiation of an ivestigation into
the matter of restrictive bidding. Beyond this, however, (and under
the assumption that newspaper accounts have accurately reported
the cost of executive furnishings) we are appalled that Bonneville
would sanction such extravagance following a wholesale rate case
in which the organization did its best to convince the region that
its budget belt was as tight as it could be.
Our City neither endorsed nor participated in the high profile polit-
ical and media compaign criticizing Bonneville's expenditure plans
during the last rate hearings. We did so because we had confidence
that your leadership would recognize the region's economic plight
and respond intelligently to it. We think the organization made
huge strides in getting its expenditure plans under control but
this event, and the reaction of certain of your staff members to
it is less than heartening. J'
Our Council recently decided to absorb the entire Bonneville wholesale
rate increase over the next two years a rislr.! our part, but
saving our rate payers some $1,700,000. We have reduced two fulltime
positions from our light utility budget, and cut two parttime positions
(all out of a staff of 28), and trimmed our administrative and general
expenses in order to help. It simply doesn't set right with us
that our executives can get by with used furniture, plastic desks,
and modest office space while our wholesale energy supplier, with
huge revenue losses this fiscal year, can yet afford palatial offices
and furnishings for a handful of its top people.
i
rage two
Mr. Jura Mr. Esvelt
_October 6, 1987
In addition to a loss of credibility by Bonneville, this type of
episode fuels the sterotype that the average citizen has of governments
and bureaucrats namely, that we are not using ratepayer or taxpayer
money prudently.
Regardless of the outcome of your investigation, we feel that the
allocation for office furnishings ought to be reduced to provide
quality and yet moderate decor for your employees. We think that
this incident suggests the organization has not looked deeply enough
into its current operating costs, or at least not as deeply enough
as some of its customer utilities have stated in response to the
most recent round of rate increases.
We still have confidence in your administration. We want to be
an ally of Bonneville and be in a position to support your fiscal
policies. We trust that your decision and action in this matter
won't let us down.
CDW /jg
Sincerely,
Charles D. Whidden
Mayor
Address
City Port Angeles
hereafter called Client.
Date
Date
_ESR -C1 1/81
P.O. Box 1150
Attn: Rob Orton
May 11. 1987
June 2, 1987
ECONOMIC AND ENGINEERING SERVICES, INC.
P.O. Box 4046 P.O. Box 976
Bellevue, WA 98009 Olympia, WA 98507
206 451 -8015 206- 352 -5090
CONSULTATION AGREEMENT
Work Order 1451_n
This is an agreement between Economic and Engineering Services, Inc., hereafter called EES, and
City of Port Angeles
Consultative Services
11
State
B. Compensation
Reference Exhibit A EES letter to WPAG Managers dated April 21, 1987.
Page
5, 4.V
(client)
WA Zi 98362
A. Scope of Services The services to be provided are as follows: (Describe services, work methods, location
of work and times of performance in appropriate order).
Reference Exhibit A EES letter to WPAG Managers dated April 21, 1987.
Agreement and Parties
The parties hereto agree that Clauses I to IV(J) as attached shall apply as the terms of this agreement and
by reference are incorporated herein. The parties agree that all changes or modifications hereto shall be in
writing. This Agreement is in lieu of all others expressed or implied.
ECONO�II.,C ENGI RIA SERVICES, INC.
By
1 of 4
III
Record of ChangelModification
Letter Date Topic Signatory
None
(Copies of all letters of modification must be attached hereto and a copy returned to the client showing the
signature of the Vice President and President of EES.)
IV
Standard Clauses
IV[A]
IV[B]
Accepted by EES
Situs: The parties hereto agree that the situs of this agreement and the law governing its interpretation is the
State of Washington and the laws of that state.
Professional, Paraprofessional and Secretarial Fees: The fees for services provided by consultant shall be bas-
ed on the salary schedules as set forth in the EES Personnel Manual in effect on the date of this agreement and
by reference incorporated herein, multiplied by 1.3 to provide for life insurance, retirement and health benefits,
and that sum multiplied by the salary multiplier of 2 9 All sums billed to client under this clause shall be
payable in full 30 days following receipt of billing.
2 4
Page of
IV[C]
Support Service Costs: Reproduction, printing, communications, computer service, graphics and other
miscellaneous support shall be rendered at their cost to EES, plus 0 administrative costs. All sums bill-
ed to client under this clause shall be payable in full 30 days following receipt of billing.
IV[D]
Associates: The Associates listed below may be used as consultants. These services will be rendered at their
cost plus n expense reimbursement to EES to compensate for administrative costs, revenue taxes and
organizational expenses incurred in connection with the Associate's work. The Associate will function as an in-
dependent contractor and will rely on EES for all administrative and billing functions. All sums billed to the client
under this clause shall be payable in full 30 days following receipt of billing.
Associate's Name
None
Project Task[s] Associates Billing
Rate to Client
IV[E]
Travel Expenses: All travel, food, lodging and miscellaneous expenses reasonably associated with the provi-
sion of these services shall be reimbursed at their cost to EES within 30 days following receipt of billing. EES
agrees that air travel shall be by coach class for all flightdKa11 I `t X f��XfX�[K-
titJftX tiggmfdif`i.,. In. :ke`ffi-rTitMff§iyx:r]IxxKNXEMito
WaV Lodging shall be limited to commercial grade facilities where reasonably available to the
work location and where not reasonably available any lodging and subsistance convenient to the work is authoriz-
ed. Food and laundry services shall be obtained as required from suitable moderately priced suppliers convenient
to the work location. All expenses for personnel shall be based on personal vouchers as required by the Internal
Revenue Service. They will be available for client audit upon reasonable notice.
IV[F]
Past Due Billings: Client agrees that any sums billed, not disputed in written form setting forth specific excep-
tions and unpaid after 30 days from the billing date, shall bear interest at 1 for the first 30 days past due,
and 12 annually thereafter until collected in full together with legal fees, court costs and administrative
charges as necessary to effect collection.
3 4
Page of
IV[G]
Liability and Cancellation Rights: EES warrants its work will be performed according to the terms of this agree-
ment and the best of its professional capacity under the control of one or more principals experienced in the ser-
vices outlined herein. EES warrants that it will apply best efforts to obtain the results client has requested and
that client will be kept informed of all major developments and incidents bearing on this work agreement, pro-
viding client is reasonably available, and where client is deemed unavailable, a letter setting forth details ad-
dressed to the client location set forth in this agreement shall release EES from any duty to proceed further.
The liability of EES for services performed hereunder shall be limited to the fees collected by EES, or the limits
of its applicable insurance coverages whichever is smaller.
EES shall not be liable to third parties or others not a party to this agreement unless such potential liability is
expressedly recognized in this agreement through client representations. Where client negligently fails to reveal
such third party interests in this agreement and the services reasonably arising thereunder, client agrees to save
harmless EES from such third party claims.
Either party hereto may cancel this agreement by rendering written notice duly posted to EES in Washington
State, or to client at the address noted hereon, 15 days prior to the desired termination date.
IV[hl]
Acts of God: EES and client agree that acts of God which prevent, frustrate or otherwise render this agreement
beyond reasonable performance according to its terms shall terminate this agreement and fix liabilities, fees,
costs and expenses. The parties agree to settle all accounts under this clause within 30 days.
Ownership Work Product /License: EES shall retain the right to copies of all data for its files and a license to use
all methodologies or devices developed provided that each such use shall not represent a violation of privacy to
client, loss of competitive advantage to the client, or be in controvention of statute specifically applicable to the
data, method or device.
IV[J]
Disputes /Arbitration: The parties hereto agree that in the event of a nonnegotiable dispute hereunder the par-
ties will within 30 days submit statements of position to an arbitrator who shall have authority to summon parties
and records necessary to resolve the dispute and issue a binding conclusion and/or award as appropriate which
shall be enforceable as a judgment at law. The arbitrator shall be mutually agreed upon by the parties and if the
parties cannot agree, then as appointed by the American Arbitration Association in Washington State. The costs
of arbitration shall be as directed by the arbitrator.
Attachments included by reference in this Contract:
Exhibit A EES letter to WPAG Managers dated April 21, 1987.
Page
4
of
4
LEGAL SERVICES AGREEMENT
THIS AGREEMENT is made between the CANBY UTILITY BOARD,
OREGON; CITY OF PORT ANGELES, WASHINGTON; ELMHURST MUTUAL AND
LIGHT COMPANY, WASHINGTON; OHOP MUTUAL LIGHT COMPANY, WASHINGTON;
PENINSULA LIGHT COMPANY, WASHINGTON; PUBLIC UTILITY DISTRICT
NO. 1 OF CLALLAM COUNTY, WASHINGTON; PUBLIC UTILITY DISTRICT NO.
1 OF CLARK COUNTY, WASHINGTON; PUBLIC UTILITY DISTRICT NO. 1 OF
GRAYS HARBOR COUNTY, WASHINGTON; PUBLIC UTILITY DISTRICT NO. 1 OF
KLICKITAT COUNTY, WASHINGTON; PUBLIC UTILITY DISTRICT NO. 1 OF
LEWIS COUNTY, WASHINGTON; PUBLIC UTILITY DISTRICT NO. 1 OF MASON
COUNTY, WASHINGTON; PUBLIC UTILITY DISTRICT NO. 3 OF MASON
COUNTY, WASHINGTON; PUBLIC UTILITY DISTRICT NO. 1 OF PACIFIC
COUNTY, WASHINGTON; PUBLIC UTILITY DISTRICT NO. 1 OF SKAMANIA
COUNTY, WASHINGTON; PUBLIC UTILITY DISTRICT NO. 1 OF SNOHOMISH
COUNTY, WASHINGTON; PUBLIC UTILITY DISTRICT NO. 1 OF WAHKIAKUM
COUNTY, WASHINGTON; TILLAMOOK PEOPLE'S UTILITY DISTRICT, OREGON
(Public Utilities); and MARSH, MUNDORF PRATT (Attorney) for the
provision of legal services and the payment of compensation as
specified herein, effective June 1, 1987.
WHEREAS, the Public Utilities presently purchase electric
power from the Bonneville Power Administration (BPA) pursuant to
wholesale rate schedules determined by BPA after public hearing
pursuant to Section 7 of the Pacific Northwest Electric Power
Planning and Conservation Act (Act), and under the terms and
conditions of a Power Sales Contract with BPA; and
WHEREAS, the Public Utilities wish to investigate and
analyze various alternative power supply and conservation
measures to determine their cost effectiveness; and
WHEREAS, the Public Utilities will require legal assistance
in this effort;
It Is Therefore Agreed That:
1. The Attorney shall advise, assist and appear on behalf
of the Public Utilities, and undertake the tasks set forth the
Scope of Work contained in the April 21, 1987 letter from Gary
Saleba to the Public Utilities, as directed by the Public
Utilities.
2. The Public Utilities shall compensate the Attorney for
services rendered under this Agreement at the hourly rates of
$75.00 per hour for partners, and $60.00 per hour for associates,
and for out -of- pocket expenses. Such expenses shall include
telephone, telecopying, copying, postage and all reasonable and
necessary travel expenses. The Attorney shall send the Public
Utilities an itemized statement for legal services and out -of-
pocket expenses for each month that services are rendered.
3. The activities to be undertaken by the Attorney are set
forth in the Scope of Work. No activities will be undertaken
without prior authorization of the Public Utilities. Combined
labor fees incurred hereunder and under a separate contract with
Economic and Engineering Services shall not exceed $25,000
without prior authorization of the Public Utilities.
4. The files and work product of the Attorney relating to
the legal services rendered under this Agreement shall be
available for examination by authorized representatives of the
Public Utilities and shall upon request be turned over to the
Public Utilities if the Attorney ceases providing legal services
to the Public Utilities under this Agreement.
5. The fees and out -of- pocket expenses incurred hereunder
shall be divided among the Public Utilities according to the
formula attached as Exhibit A.
6. Because the attorney client relationship depends upon
mutual trust and full confidence, any Public Utility or the
Attorney may terminate this Agreement at any time upon written
notice.
MARSH, MUNDORF PRATT
By:
PUBLIC UTILITY
By:
Terence L. Mundorf Manager
LEGAL SERVICES AGREEMENT
THIS AGREEMENT is made between the CANBY UTILITY BOARD,
OREGON; CITY OF PORT ANGELES, WASHINGTON; ELMHURST MUTUAL POWER
AND LIGHT COMPANY, WASHINGTON; LAKEVIEW LIGHT AND POWER
COMPANY, WASHINGTON; OHOP MUTUAL LIGHT COMPANY, WASHINGTON;
PARKLAND LIGHT AND WATER COMPANY, WASHINGTON; PENINSULA LIGHT
COMPANY, WASHINGTON; PUBLIC UTILITY DISTRICT NO. 1 OF CLALLAM
COUNTY, WASHINGTON; PUBLIC UTILITY DISTRICT NO. 1 OF CLARK
COUNTY, WASHINGTON; PUBLIC UTILITY DISTRICT NO. 1 OF GRAYS
HARBOR COUNTY, WASHINGTON; PUBLIC UTILITY DISTRICT NO. 1
OF KLICKITAT COUNTY, WASHINGTON; PUBLIC UTILITY DISTRICT NO. 1
OF LEWIS COUNTY, WASHINGTON; PUBLIC UTILITY DISTRICT NO. 1 OF
MASON COUNTY, WASHINGTON; PUBLIC UTILITY DISTIRICT NO. 3 OF
MASON COUNTY, WASHINGTON; PUBLIC UTILITY DISTRICT NO. 1 OF
SKAMANIA COUNTY, WASHINGTON; PUBLIC UTILITY DISTRICT NO. 1 OF
SNOHOMISH COUNTY, WASHINGTON; PUBLIC UTILITY DISTRICT NO. 1
OF WAHKIAKUM COUNTY, WASHINGTON; TILLAMOOK PEOPLE'S UTILITY
DISTRICT, OREGON (Public Utilities); and THE WILLIAMS, NOVACK
HANSEN LAW FIRM (Attorney) for the provision of legal services
and the payment of compensation as specified herein, effective
September 1, 1985.
WHEREAS, the Public Utilities presently purchase electric
power from the Bonneville Power Administration (BPA) pursuant to
wholesale rate schedules determined by BPA after public hearing
pursuant to §7 of the Pacific Northwest Electric Power Planning
and Conservation Act (Act); and,
WHEREAS, BPA is considering adoption of various policies
and rate forms which would have a major impact on the wholesale
rates of the Public Utilities; and
WHEREAS, BPA is preparing to conduct hearings and public
processes to decide issues which will affect Bonneville's
wholesale rate schedules for the Public Utilities,
WHEREAS, the Public Utilities wish to actively partici-
pate in these hearings and processes to protect the interests
of their ratepayers,
IT IS THEREFORE AGREED THAT:
1. The Attorney shall advise, assist and appear on
behalf of the Public Utilities in hearings and public processes
relating to issues set forth in Exhibit B, and as directed by
the Public Utilities.
2. Public Utilities shall compensate the Attorney for
these services at an average hourly rate not to exceed $70.00.
LEGAL SERVICES AGREEMENT 1
Out -of- pocket expenses, such as telephone, telecopy, copying and
postage, and reasonable and necessary travel expenses shall be
in addition to the hourly rate. The Attorney shall send each of
the Public Utilities an itemized statement for legal services
rendered and out -of- pocket expenses on a monthly basis.
3. The Attorney fees and out -of- pocket expenses incurred
hereunder shall be divided among the Public Utilities according
to the formula attached as Exhibit A.
4. Fees incurred hereunder shall not exceed a maximum of
$5,000 without the prior authorization of the Public Utilities.
However, it is understood that the length and amount of work
necessary in these proceedings is unique and the cost may exceed
$5,000.
5. Files of the Attorney relating directly to the
foregoing legal services shall be available for examination
by the authorized representative of the Public Utilities or
their attorneys and shall, upon reasonable request, be
turned over to the Public Utilities if the Attorney ceases
to act as attorney for the Public Utilities.
6. Because the attorney- client relationship is dependent
upon mutual trust and full confidence, an individual Public
Utility, the Public Utilities collectively, or the Attorney may
terminate this Agreement at any time upon written notice.
LEGAL SERVICES AGREEMENT 2
TM22 -13b
THE WILLIAMS, NOVACK HANSEN
LAW FIRM
By: 7 \-te'`' e
TERENCE L. MUNDORF
CITY OF PORT ANGELES, WASHINGTON
By:
Mayor
Utility Percent $10,000
Canby 1.37% 137
Clallam 6.50 650
Clark 15.00 1,500
Elmhurst 2.98 298
Grays Harbor 15.00 1,500
Klickitat 3.26 326
Lakeview 2.83 283
Lewis 8.93 893
Mason 1 1.11 111
Mason 3 6.38 638
Chop .58 58
Parkland 1.39 139
Peninsula 4.99 499
Port Angeles 7.14 714
Skamania 1.59 159
Snohomish 15.00 1,500
Tillamook 5.34 534
Wahkiakum .61 61
TOTALS 100.00% $10,000
Exhibit A
TM22 -16b
EXHIBIT A
EXHIBIT B
Proposal to Assist WPAG
In Various BPA- Related Issues
A. Objectives of this Proposal
The Western Public Agency Group (WPAG) has actively
represented the non generating, winter peaking public
agency customers in the last three BPA rate cases. Our
impact on BPA rate case decisions has increased over time
as witnessed by this year's reduction in the Priority Firm
winter demand charge and other BPA concessions in areas of
mutual benefit to the WPAG members.
At our last official group meeting, there was consider-
able discussion regarding the desirability of continuing
WPAG organization activities between actual rate cases.
The desire to extend the group's activities beyond just
those associated directly with rate cases was a function of
many considerations to include the presumable long time
before the next general Bonneville rate increase, the
recent emergence of numerous issues of importance to be
debated outside of the rate case, and an overall objective
to intensify our group's influence with Bonneville.
This proposal from Terry and me to continue represent-
ing the WPAG between rate cases is predicated on three
basic premises. They are:
1. We will not duplicate efforts of other public
utility organizations, such as the Public Power
Council and the Washington PUD Association.
2. We will only participate in issues in which
Public Utilities do not have a common interest
or position.
3. We will concentrate on issues of mutual interest
and benefit to the WPAG utilities.
DSI Issues
B. Scope of Services
The following is a list of issues which are likely to
receive regional attention during the next six months.
They have been categorized by general subject area.
Variable Rate BPA will conduct a full evidentiary
proceeding to consider implementation of a DSI rate which
varies with the price of aluminum.
Conservation Program BPA will propose a conservation
program designed to provide financial assistance to the
DSI's. The magnitude of this assistance, and its terms and
conditions would be open to debate in this process.
PF /IP Linkage BPA is considering an evidentiary
proceeding to establish a long term, explicit link between
the Priority Firm Rate and the DSI rate. This linkage
would remove from the rate case the issues concerning value
of DSI reserves and the preference utility industrial mark
up.
Incentive Rate Offers Periodically BPA offers the
DSI's special rate discounts when the price of aluminum is
low. One such rate reduction is currently being considered
which may cause BPA revenue losses of over $14 million.
Power Export Issues
Intertie Access /Construction BPA is currently in the
process of revising the Intertie Access Policy, which
policy dictates whose power will have access to the South-
west market. The current policy gives BPA priority access.
At the same time, a substantial increase in the capacity of
the Southwest Intertie is being discussed. Both of these
issues will impact the level and price of export energy,
and who will receive the economic benefit of such sales.
Nonfirm Revenue Stability It has been suggested that
BPA conduct an evidentiary proceeding to establish a stable
nonfirm rate for export sales. This proceeding would
determine the level of the nonfirm rate, and the revenues
to be derived from nonfirm sales for years to come.
Firm Displacement Rate Within the next two weeks,
BPA will release a proposal to establish a firm displacement
rate. It would allow regional IOUs to purchase firm power
Exhibit B 2
from BPA to replace resources which the IOUs would sell
long term to the Southwest. A key part of this proposal
would be to freeze the level of the firm displacement rate
for an extended period. The practical effect of this
proposal would be to insulate the IOUs from future rate
increases.
Resource Issues
Institutional Roles This issue deals with the
question of whether BPA's preference customers will be
forced to pay the cost of developing resources to serve IOU
load Growth. Under current load projections, the region's
IOUs will need new generating resources long before the
preference utilities. The resolution of this issue will
have a major impact on wholesale rate levels and resource
development.
Critical Water Planning The Regional Council has
recently considered the issue of whether the region should
reconsider use of the critical water planning criteria. As
the region moves closer to load /resource balance and the
need to build resources, the viability of using critical
water planning will be reassessed.
Federal Base System Replacements The advent of the
fish flush has reduced the tirm capability of the Federal
Base System by about 500 AMW. In the near future, BPA will
conduct a public process to determine the type and amount
of resources which must be acquired to replace this lost
capability.
BC Hydro Presently and for the near future, BC Hydro
has a large resource surplus. This presents both an oppor-
tunity and a threat to the region. It is an opportunity
because it presents an alternative source of low cost power
which can be used in the region. It is a threat because
sales by BC Hydro can erode export sales revenues to
BPA.
Regional Energy Use
Nonfirm Industrial Policy BPA has taken a number of
steps to offer rate discounts to specific sectors of the
regional economy; i.e., DSI incentive rates, irrigation
discounts, and mining load discounts. BPA is now consider-
ing a public process to establish a general policy to make
lower cost power available to a wider range of regional
Exhibit B 3
industrial users. The benefits and costs of such a program
would be the subject of vigorous debate.
New Large Single Loads BPA has circulated a draft
interpretation of the New Large Single Load definition
which would permit BPA to provide firm service to new loads
which exceed 10 average megawatts. The thrust of the
interpretation is to avoid charging these new loads the
higher New Resource Rate, in order to encourage regional
industrial development.
External Impacts
Exchange Costs Average System Cost filing made by
the IOUs will continue to directly affect the Priority Firm
rate level. This trend will accelerate as the IOUs add
resources to meet projected load. Monitoring these filings
will become more important over time.
Section 7(b)(3) This provision of the Regional Act
requires BPA to conduct an accounting to determine if the
DSIs over or underpaid their share of the costs of the
Residential Exchange from 1981 through 1985. At the
present time, this proceeding is scheduled to commence
after the first of the year.
BPA Control A number of proposals have recently
surfaced to either buy out BPA, or to place more regional
control over its activities. These proposals have generated
a substantial amount of interest, and are certain to be
topics of discussion in the near term.
These appear to be the main topic areas which will
occupy the region for the next six months to one year.
Consistent with our policy not to duplicate PPC efforts
where the publics have a united position, the first question
is which of these issues will divide the publics. It would
appear that there is a strong likelihood that the generating
and non generating publics would have differing points of
view on the following topics:
Nonfirm revenue stability
Intertie Access
Firm Displacement rate
Institutional Roles
Critical Water
FBS Replacements
BC Hydro
Nonfirm Industrial Policy
Section 7(b)(3) (Allocation)
DSI Issues (PF /IP Linkage)
Given the number of potential issues, it appears that
after all the utilities have had a chance to review this
proposal, a meeting should be held in Olympia to decide
which of these issues should be focused upon.
Exhibit B 5
TM22 -17b
C. Budget
Given a maximum effort of two person -days per month,
we propose an estimated labor fee of $5,000 each for the
next six months. This labor estimate does not include any
out -of- pocket travel expenses which may be required during
the completion of our assigned tasks.
If the utilities determine that the existing cost
sharing scheme should be continued, the attached Exhibit A
delineates the breakout by utility of the estimated fees
based upon the present WPAG cost allocation methodology.
You will note that Exhibit A assumes the retention of the
15% maximum cap per utility.
If the initial review of a specific issue dictates
that a comprehensive analysis is required, Terry and I will
develop for you a specific proposal and associated level of
anticipated effort to achieve your requested end results.
It is possible that not all utilities in the WPAG group
will wish to participate in the subsequent review of
certain specific issues. If this is the case, the estimated
fees for any additional analysis will be prorated over the
remaining members.
Proposal to Assist WPAG
In Various BPA Related Issues
A. Objectives of this Proposal
The Western Public Agency Group (WPAG) has actively
represented the non generating, winter peaking public agency
customers in the last three BPA rate cases. Our impact on BPA
rate case decisions has increased over time as witnessed by
this year's reduction in the Priority Firm winter demand charge
and other BPA concessions in areas of mutual benefit to the
WPAG members.
At our last official group meeting, there was considerable
discussion regarding the desirability of continuing WPAG
organization activities between actual rate cases. The desire
to extend the group's activities beyond just those associated
directly with rate cases was a function of many considerations
to include the presumable long time before the next general
Bonneville rate increase, the recent emergence of numerous issues
of importance to be debated outside of the rate case, and an
overall objective to intensify our group's influence with
Bonneville.
This proposal from Terry and me to continue representing
the WPAG between rate cases is predicated on three basic premises.
They are:
1. We will not duplicate efforts of other public
utility organizations, such as the Public Power
Council and the Washington PUD Association.
2. We will only participate in issues in which Public
Utilities do not have a common interest or position.
3. We will concentrate on issues of mutual interest
and benefit to the WPAG utilities.
DSI Issues
B. Scope of Services
The following is a list of issues which are likely to receive
regional attention during the next six months. They have been
categorized by general subject area.
Variable Rate BPA will conduct a full evidentiary proceeding
to consider implementation of a DSI rate which varies with the
price of aluminum.
Conservation Program BPA will propose a conservation
program designed to provide financial assistance to the DSI's.
The magnitude of this assistance, and its terms and conditions
would be open to debate in this process.
1
5.¢g
PF /IP Linkage BPA is considering an evidentiary proceeding
to establish a long term, explicit link between the Priority
Firm Rate and the DSI rate. This linkage would remove from
the rate case the issues concerning value of DSI reserves and
the preference utility industrial mark up.
Incentive Rate Offers Periodically BPA offers the DSIs
special rate discounts when the price of aluminum is low. One
such rate reduction is currently being considered which may
cause BPA revenue losses of over $14 million.
Power Export Issues
Intertie Access /Construction BPA is currently in the
process of revising the Intertie Access Policy, which policy
dicates whose power will have access to the Southwest market.
The current policy gives BPA priority access. At the same time,
a substantial increase in the capacity of the Southwest Intertie
is being discussed. Both of these issues will impact the level
and price of export energy, and who will receive the economic
benefit of such sales.
Nonfirm Revenue Stability It has been suggested that
BPA conduct an evidentiary proceeding to establish a stable
nonfirm rate for export sales. This proceeding would determine
the level of the nonfirm rate, and the revenues to be derived
from nonfirm sales for years to come.
Firm Displacement Rate Within the next two weeks, BPA
will release a proposal to establish a firm displacement rate.
It would allow regional IOUs to purchase firm power from BPA
to replace resources which the IOUs would sell long term to
the Southwest. A key part of this proposal would be to freeze
the level of the firm displacement rate for an extended period.
The practical effect of this proposal would be to insulate the
IOUs from future rate increases.
Resource Issues
Institutional Roles This issue deals with the question
of whether BPA's preference customers will be forced to pay
the cost of developing resources to serve IOU load growth. Under
current load projections, the region's IOUs will need new generating
resources long before the preference utilities. The resolution
of this issue will have a major impact on wholesale rate levels
and resource development.
Critical Water Planning The Regional Council has recently
considered the issue of whether the region should reconsider
use of the critical water planning criteria. As the region
moves closer to load /resource balance and the need to build
resources, the viability of using critical water planning will
be reassessed.
2
Federal Base System Replacements The advent of the fish
flush has reduced the firm capability of the Federal Base System
by about 500 AMW. In the near future, BPA will conduct a public
process to determine the type and amount of resources which
must be acquired to replace this lost capability.
BC Hydro Presently and for the near future, BC Hydro
has a large resource surplus. This presents both an opportunity
and a threat to the region. It is an opportunity because it
presents an alternative source of low cost power which can be
used in the region. It is a threat because sales by BC Hydro
can erode export sales revenues to BPA.
Regional Energy Use
Nonfirm Industrial Policy BPA has taken a number of steps
to offer rate discounts to specific sectors of the regional
economy; i.e., DSI incentive rates, irrigation discounts, and
mining load discounts. BPA is now considering a public process
to establish a general policy to make lower cost power available
to a wider range of regional industrial users. The benefits
and costs of such a program would be the subject of vigorous
debate.
New Large Single Loads BPA has circulated a draft interpre-
tation of the New Large Single Load definition which would permit
BPA to provide firm service to new loads which exceed 10 average
megawatts. The thrust of the interpretation is to avoid charging
these new loads the higher New Resource Rate, in order to encourage
regional industrial development.
External Impacts
filings made by the
Priority Firm rate
IOUs add resources
filings will become
Exchange Costs Average System Cost
IOUs will continue to directly affect the
level. This trend will accelerate as the
to meet projected load. Monitoring these
more important over time.
Section 7(b)(3) This provision of the Regional Act requires
BPA to conduct an accounting to determine if the DSIs over or
underpaid their share of the costs of the Residential Exchange
from 1981 through 1985. At the present time, this proceeding
is scheduled to commence after the first of the year.
BPA Control A number of proposals have recently surfaced
to either buy out BPA, or to place more regional control over
its activities. These proposals have generated a substantial
amount of interest, and are certain to be topics of discussion
in the near term.
These appear to be the main topic areas which will occupy
the region for the next six months to one year. Consistent
with our policy not to duplicate PPC efforts where the publics
3
have a united position, the first question is which of these
issues will divide the publics. It would appear that there
is a strong likelihood that the generating and non generating
publics would have differing points of view on the following
topics:
Nonfirm revenue stability
Intertie Access
Firm Displacement rate
Institutional Roles
Critical Water
FBS Replacements
BC Hydro
Nonfirm Industrial Policy
Section 7(b)(3) (allocation)
DSI Issues (PF /IP Linkage)
Given the number of potential issues, it appears that after
all the utilities have had a chance to review this proposal,
a meeting should be held in Olympia to decide which of these
issues should be focused upon.
C. Budget
Given a maximum effort of two person -days per month, we
propose an estimated labor fee of $5,000 each for the next six
months. This labor estimate does not include any out -of- pocket
travel expenses which may be required during the completion
of our assigned tasks.
If the utilities determine that the existing cost sharing
scheme should be continued, the attached Exhibit A delineates
the breakout by utility of the estimated fees based upon the
present WPAG cost allocation methodology. You will note that
Exhibit A assumes the retention of the 15% maximum cap per
utility.
If the initial review of a specific issue dictates that
a comprehensive analysis is required, Terry and I will develop
for you a specific proposal and associated level of anticipated
effort to achieve your requested end results. It is possible
that not all utilities in the WPAG group will wish to participate
in the subsequent review of certain specific issues. If this
is the case, the estimated fees for any additional analysis
will be prorated over the remaining members.
4
EXHIBIT A
Utility Percent $10,000
Canby 1.37% 137
Clallam 6.50 650
Clark 15.00 1,500
Elmhurst 2.98 298
Grays Harbor 15.00 1,500
Klickitat 3.26 326
Lakeview 2.83 283
Lewis 8.93 893
Mason 1 1.11 111
Mason 3 6.38 638
Ohop .58 58
Parkland 1.39 139
Peninsula 4.99 499
Port Angeles 7.14 714
Skamania 1.59 159
Snohomish 15.00 1,500
Tillamook 5.34 534
Wahkiakum .61 61
TOTALS 100.00% $10,000
ECONOMIC AND ENGINEERING SERVICES, INC.
P.O. Box 4046 P.O. Box 976
Bellevue, WA 98009 Olympia, WA 98507
206 451 -8015 206 352 -5090
This is an agreement between Economic and Engineering Services, Inc., hereafter called EES, and
City of Port Angeles
Address
P.O. Box 1150
City Port Angeles State WA Zip 98362
hereafter called Client.
Attn: Ron Saville
CONSULTATION AGREEMENT
Work Order BPA- 6 0 0
Consultative Services
A. Scope of Services The services to be provided are as follows: (Describe services, work methods, location
of work and times of performance in appropriate order).
_ESR -C1 1181
Reference letter and scope of services to WPAG dated August 15, 1985.
B. Compensation
Reference letter and scope of services to WPAG dated August 15, 1985.
Date
Date
August 15, 1985
September 11, 1985
11
Agreement and Parties
The parties hereto agree that Clauses I to IV (J) as attached shall apply as the terms of this agreement and
by reference are incorporated herein. The parties agree that all changes or modifications hereto shall be in
writing. This Agreement is in lieu of all others expressed or implied.
ECON
By
Client
By
EN
7
ER 1j SERVICES, INC.
(client)
1
Page of 4
III
Record of Change /Modification
Letter Date Topic Signatory
—None—
(Copies of all letters of modification must be attached hereto and a copy returned to the client showing the
signature of the Vice President and President of EES.)
IV
Standard Clauses
IV[A]
Situs: The parties hereto agree that the situs of this agreement and the law governing its interpretation is the
State of Washinaton and the laws of that state.
IV(B]
Accepted by EES
Professional, Paraprofessional and Secretarial Fees: The fees for services provided by consultant shall be bas-
ed on the salary schedules as set forth in the EES Personnel Manual in effect on the date of this agreement and
by reference incorporated herein, multiplied by 1.3 to provide for life insurance, retirement and health benefits,
and that sum multiplied by the salary multiplier of 2. 2 All sums billed to client under this clause shall be
payable in full 30 days following receipt of billing.
2 4
Page of
Iv[c]
Support Service Costs: Reproduction, printing, communications, computer service, graphics and other
miscellaneous support shall be rendered at their cost to EES, plus -0- administrative costs. All sums bill-
ed to client under this clause shall be payable in full 30 days following receipt of billing.
IV[D]
Associates: he Associates listed below may be used as consultants. These services will be rendered at their
cost plus expense reimbursement to EES to compensate for administrative costs, revenue taxes and
organizational expenses incurred in connection with the Associate's work. The Associate will function as an in-
dependent contractor and will rely on EES for all administrative and billing functions. All sums billed to the client
under this clause shall be payable in full 30 days following receipt of billing.
Associate's Name
-None-
Project Taskjs] Associates Billing
Rate to Client
IV[E]
Travel Expenses: All travel, food, lodging and miscellaneous expenses reasonably associated with the provi-
sion of these services shall be reimbursed at their cost to EES within 30 days following receipt of billing. EES
agrees that air travel shall be by coach class for ali flights t`d r>fiilialt►''fit3'flS ffevnV+`cer
t#t lomplc tfmK Pa bligg 41WrixilexcliNk rIM PiF54 irikxle PFlj #f si i oW t' teMaryxt&
011421} XIMI {9 tSK Lodging shall be limited to commercial grade facilities where reasonably available to the
work location and where not reasonably available any lodging and subsistance convenient to the work is authoriz-
ed. Food and laundry services shall be obtained as required from suitable moderately priced suppliers convenient
to the work location. All expenses for personnel shall be based on personal vouchers as required by the Internal
Revenue Service. They will be available for client audit upon reasonable notice.
IV[F]
Past Due Billings: Client agrees that any sums billed, not disputed in written form setting forth specific excep-
tions and unpaid after 30 days from the billing date, shall bear interest at 1 for the first 30 days past due,
and i 7 annually thereafter until collected in full together with legal fees, court costs and administrative
charges as necessary to effect collection.
3 4
Page of
IV[G]
Liability and Cancellation Rights: EES warrants its work will be performed according to the terms of this agree-
ment and the best of its professional capacity under the control of one or more principals experienced in the ser-
vices outlined herein. EES warrants that it will apply best efforts to obtain the results client has requested and
that client will be kept informed of all major developments and incidents bearing on this work agreement, pro-
viding client is reasonably available, and where client is deemed unavailable, a letter setting forth details ad-
dressed to the client location set forth in this agreement shall release EES from any duty to proceed further.
The liability of EES for services performed hereunder shall be limited to the fees collected by EES, or the limits
of its applicable insurance coverages whichever is smaller.
EES shall not be liable to third parties or others not a party to this agreement unless such potential liability is
expressedly recognized in this agreement through client representations. Where client negligently fails to reveal
such third party interests in this agreement and the services reasonably arising thereunder, client agrees to save
harmless EES from such third party claims.
Either party hereto may cancel this agreement by rendering written notice duly posted to EES in Washington
State, or to client at the address noted hereon, 15 days prior to the desired termination date.
IV[H]
Acts of God: EES and client agree that acts of God which prevent, frustrate or otherwise render this agreement
beyond reasonable performance according to its terms shall terminate this agreement and fix liabilities, fees,
costs and expenses. The parties agree to settle all accounts under this clause within 30 days.
Ownership Work Product /License: EES shall retain the right to copies of all data for its files and a license to use
all methodologies or devices developed provided that each such use shall not represent a violation of privacy to
client, loss of competitive advantage to the client, or be in controvention of statute specifically applicable to the
data, method or device.
Attachments included by reference in this Contract:
IV[J]
Disputes /Arbitration: The parties hereto agree that in the event of a nonnegotiable dispute hereunder the par-
ties will within 30 days submit statements of position to an arbitrator who shall have authority to summon parties
and records necessary to resolve the dispute and issue a binding conclusion and/or award as appropriate which
shall be enforceable as a judgment at law. The arbitrator shall be mutually agreed upon by the parties and if the
parties cannot agree, then as appointed by the American Arbitration Association in Washington State. The costs
of arbitration shall be as directed by the arbitrator.
EES letter and scope of services to WPAG dated August 15, 1985.
LEGAL SERVICES AGREEMENT
ETA- 19 6S Fctja_Ccs
5.4
THIS AGREEMENT is made between the CANBY UTILITY BOARD,
OREGON; CITY OF PORT ANGELES, WASHINGTON; ELMHURST MUTUAL POWER
AND LIGHT COMANY, WASHINGTON; LAKEVIEW LIGHT AND POWER
COMPANY, WASHINGTON; OHOP MUTUAL LIGHT COMPANY, WASHINGTON;
PARKLAND LIGHT AND WATER COMPANY, WASHINGTON; PENINSULA LIGHT
COMPANY, WASHINGTON; PUBLIC UTILITY DISTRICT NO. 1 OF CLALLAM
COUNTY, WASHINGTON; PUBLIC UTILITY DISTRICT NO. 1 OF CLARK
COUNTY, WASHINGTON; PUBLIC UTILITY DISTRICT NO. 1 OF GRAYS
HARBOR COUNTY, WASHINGTON; PUBLIC UTILITY DISTRICT NO. 1
OF KLICKITAT COUNTY, WASHINGTON; PUBLIC UTILITY DISTRICT NO. 1
OF LEWIS COUNTY, WASHINGTON; PUBLIC UTILITY DISTRICT NO. 1 OF
MASON COUNTY, WASHINGTON; PUBLIC UTILITY DISTIRICT NO. 3 OF
MASON COUNTY, WASHINGTON; PUBLIC UTILITY DISTRICT NO. 1 OF
SKAMANIA COUNTY, WASHINGTON; PUBLIC UTILITY DISTRICT NO. 1 OF
SNOHOMISH COUNTY, WASHINGTON; PUBLIC UTILITY DISTRICT NO. 1
OF WAHKIAKUM COUNTY, WASHINGTON; TILLAMOOK PEOPLE'S UTILITY
DISTRICT, OREGON (Public Utilities); and THE WILLIAMS, NOVACK
HANSEN LAW FIRM (Attorney) for the provision of legal services
and the payment of compensation as specified herein, effective
July 15, 1984.
WHEREAS, the Public Utilities presently purchase electric
power from the Bonneville Power Administration (BPA) pursuant to
wholesale rate schedules determined by BPA after public hearing
pursuant to §7 of the Pacific Northwest Electric Power Planning
and Conservation Act (Act); and,
WHEREAS, BPA is preparing to conduct hearings and to put
new wholesale rate schedules for the Public Utilities into
effect on July 1, 1985,
IT IS THEREFORE AGREED THAT:
1. The Attorney shall advise, assist and appear on
behalf of the Public Utilities in hearings concerning rates
proposed by BPA.
2. Pub is Utilities shall compensate the Attorney for
these service at an average hourly rate not to exceed $70.00
plus out -of -po ket expenses. Such expenses shall include
telephone, telecopy, copying and postage, and reasonable and
necessary travel\expenses. The Attorney shall send each of the
Public Utilities 'an itemized statement for legal services
rendered and out -of- pocket expenses on a monthly basis.
3. The Attorney fees and out -of- pocket expenses
incurred hereunder shall be divided among the Public Utilities
according to the formula attached as Exhibit A.
4. Fees and expenses incurred hereunder shall not
exceed a maximum of $60,000 without the prior authorization
of the Public Utilities. However, it is understood that the
LEGAL SERVICES AGREEMENT 1
length and amount of work necessary in these proceedings is
unique and the cost may exceed $60,000.
5. Files of the Attorney relating directly to the
foregoing legal services shall be available for examination
by the authorized representative of the Public Utilities or
their attorneys and shall, upon reasonable request, be
turned over to the Public Utilities if the Attorney ceases
to act as attorney for the Public Utilities.
6. Because the attorney client relationship is
dependent upon mutual trust and full confidence, an individual
Public Utility, the Public Utilities collectively, or the
Attorney may terminate this Agreement at any time upon
written notice.
LEGAL SERVICES AGREEMENT 2
TM20 -16b
THE WILLIAMS, NOVACK HANSEN
LAW FIRM
By:
TERENCE L. MUNDORF
CITY OF PORT ANGELES, WASHINGTON
By:
Dorothy uncan, Mayor
Exhibit A
August 14, 1984
1983 1983 1983 Adjusted
No, of 1 of Kvn of Rate 1 of Average Total w/
Customers Total Sales Total Revenues Total 15% Cap
Canby Utility Board 3,371 0,83% 90,400,000 0,81% 12,734,000 0,75% 0,80% 1,37%
Clallam County PUO 18,133 4,461 328,609,000 2,96% 14,320,788 3,93% 3,78% 6.50%
Clark County PLO 84,096 20,671 2,448,061,000 22,02% 76,220,401 20,90% 21,20% 15,00%
Elmhurst Mutual 8,300 2,04% 165,741,766 1,49% 6,062,658 1,66% 1,73% 2,98%
Grays harbor PUO 53,776 8,30% 1,060,207,000 9,54% 33,976,043 9,32% 9,05% 15,00%
Kllckltat County PUO 7,930 1,95% 197,278,000 1,77% 7,145,587 1,961 1,89% 3,26%
Lakeview Light 8 Power 5,656 1,39% 208,406,608 1.87% 6,086,518 1,67% 1,64% 2,85%
Lwls County PUO 20,442 5,03% 565,542,000 5,09% 19,915,189 5,46% 5,19% 8,931
Mason County P00 11 3,682 0,91% 44,008,000 0,40% 2,305,421 0,631 0,64% 1,11%
Mason County PUO 13 18,135 4,46% 344,694,000 3,10% 13,057,595 3,581 3,711 0.38%
OMOP Mutual 1,780 0,44% 26,994,000 0,24% 1,226,037 0,34% 0,34% (1,58%
Parkland Light 3,526 0,82% 95,358,379 0,84% 2,820,701 0,77% 0,81% 1,39%
Peninsula Light Co. 14,742 3.621 265,989,000 2,391 9,773,526 2,68% 2,90% 4,99%
Port Angeles, City of 8,431 2,07% 647,423,797 5,821 16,648,000 4,56% 4,15% 7,14%
Skamanla County PUO 4,157 1,W1 96,446,000 0,87% 3,254,834 0,89% 0,93% 1,59%
Snohomish County PUO 154,598 38,01% 4,205,378,000 37,821 136,626,490 37,461 37,76% 15,00%
T1111mook PLO 14,516 3,571 298,698,765 2,69% 11,165,995 3.061 3,11% 5,34%
Mahklakum County PUO 1,688 0,41% 31,307,000 0,28% 1,370,483 0,38% 0,36% 0,61%
406,757 100,00% 11,118,522,315 100,00% 1364,710,268 100,001 110,001 100,00%
Date August 16, 1984
EESR -C1 1/81
Address
ECONOMIC AND ENGINEERING SERVICES, INC.
P.O. Box 2,198 4046 P.O. Box 976
Bellevue, WA 98009 Olympia, WA 98507
206446422 84( 451 -8015 206. 352.5090
CONSULTATION AGREEMENT
Work Order BPA 500
This is an agreement between Economic and Engineering Services, Inc., hereafter called EES, and
Pik 19 ct. 5 R C
5.q.8
City of Port Angeles (client)
P.O. Box 1150
Port Angeles
City
hereafter called Client.
Attn: Greg Booth
Consultative Services
A. Scope of Services The services to be provided are as follows: (Describe services, work methods, location
of work and times of performance in appropriate order).
Reference EES letters of May 11, 1984 and August 14, 1984.
B. Compensation
Reference EES letters of May 11, 1984 and August 14, 1984.
The parties hereto agree that Clauses I to Iv(J) as attached shall apply as the terms of this agreement and
by reference are incorporated herein. The parties agree that all changes or modifications hereto shall be in
writing. This Agreement is in lieu of all others expressed or implied.
Date e-10 ate fr
11
Agreement and Parties
Pte A
Client
By
State Washin Zip 98362
ENG E G SERVICES, INC.
Page 1
of
4
Letter Date
None
Topic
III
Record of ChangelModification
Signatory
(Copies of all letters of modification must be attached hereto and a copy returned to the client showing the
signature of the Vice President and President of EES.)
IV
Standard Clauses
IV[A]
Accepted by EES
Situs: The parties hereto agree that the situs of this agreement and the law governing its interpretation is the
State of won and the laws of that state.
IV[B]
Professional, Paraprofessional and Secretarial Fees: The fees for services provided by consultant shall be bas-
ed on the salary schedules as set forth in the EES Personnel Manual in effect on the date of this agreement and
by reference incorporated herein, multiplied by 1.3 to provide for life insurance, retirement and health benefits,
and that sum multiplied by the salary multiplier of 2 2 All sums billed to client under this clause shall be
payable in full 30 days following receipt of billing.
Page 2 of 4
Support Service Costs: Reproduction, printing, communications, computer service, graphics and other
miscellaneous support shall be rendered at their cost to EES, plus -0- administrative costs. All sums bill-
ed to client under this clause shall be payable in full 30 days following receipt of billing.
Associates: The Associates listed below may be used as consultants. These services will be rendered at their
cost plus _7_0- expense reimbursement to EES to compensate for administrative costs, revenue taxes and
organizational expenses incurred in connection with the Associate's work. The Associate will function as an in-
dependent contractor and will rely on EES for all administrative and billing functions. All sums billed to the client
under this clause shall be payable in full 30 days following receipt of billing.
Associate's Name
None
IV[C]
IVIDI
Project Task[sJ Associates Billing
Rate to Client
IV[E]
Travel Expenses: All travel, food, lodging and miscellaneous expenses reasonably associated with the provi-
sion of these services shall be reimbursed at their cost to EES within 30 days following receipt of billing. EES
agrees that air travel shall be by coach class for all flights piRboomgo(finsbmtignumiArkigjwigkiAkmaRIAtmc
MMIZXJ4RidkilatXRMAx4ifinkkoid>00(5114ft
giidadmxa aodxA itzg. Lodging shall be limited to commercial grade facilities where reasonably available to the
work location and where not reasonably available any lodging and subsistance convenient to the work is authoriz-
ed. Food and laundry services shall be obtained as required from suitable moderately priced suppliers convenient
to the work location. All expenses for personnel shall be based on personal vouchers as required by the Internal
Revenue Service. They will be available for client audit upon reasonable notice.
IV[FJ
Past Due Billings: Client agrees that any sums billed, not disputed in written form setting forth specific excep-
tions and unpaid after 30 days from the billing date, shall bear interest at 1 for the first 30 days past due,
and 12 annually thereafter until collected in full together with legal fees, court costs and administrative
charges as necessary to effect collection.
3 4
Page of
Liability and Cancellation Rights: EES warrants its work will be performed according to the terms of this agree-
ment and the best of its professional capacity under the control of one or more principals experienced in the ser-
vices outlined herein. EES warrants that it will apply best efforts to obtain the results client has requested and
that client will be kept informed of all major developments and incidents bearing on this work agreement, pro-
viding client is reasonably available, and where client is deemed unavailable, a letter setting forth details ad-
dressed to the client location set forth in this agreement shall release EES from any duty to proceed further.
The liability of EES for services performed hereunder shall be limited to the fees collected by EES, or the limits
of its applicable insurance coverages whichever is smaller.
EES shall not be liable to third parties or others not a party to this agreement unless such potential liability is
expressedly recognized in this agreement through client representations. Where client negligently fails to reveal
such third party interests in this agreement and the services reasonably arising thereunder, client agrees to save
harmless EES from such third party claims.
Either party hereto may cancel this agreement by rendering written notice duly posted to EES in Washington
State, or to client at the address noted hereon, 15 days prior to the desired termination date.
Attachments included by reference in this Contract:
IV[G]
IV[H]
Acts of God: EES and client agree that acts of God which prevent, frustrate or otherwise render this agreement
beyond reasonable performance according to its terms shall terminate this agreement and fix liabilities, fees,
costs and expenses. The parties agree to settle all accounts under this clause within 30 days.
Ownership Work Product /License: EES shall retain the right to copies of all data for its files and a license to use
all methodologies or devices developed provided that each such use shall not represent a violation of privacy to
client, loss of competitive advantage to the client, or be in controvention of statute specifically applicable to the
data, method or device.
IV[J]
Disputes /Arbitration: The parties hereto agree that in the event of a nonnegotiable dispute hereunder the par-
ties will within 30 days submit statements of position to an arbitrator who shall have authority to summon parties
and records necessary to resolve the dispute and issue a binding conclusion and/or award as appropriate which
shall be enforceable as a judgment at law. The arbitrator shall be mutually agreed upon by the parties and if the
parties cannot agree, then as appointed by the American Arbitration Association in Washington State. The costs
of arbitration shall be as directed by the arbitrator.
EES letters of May 11, 1984 and August 14, 1984.
4 4
Page of
ECONOMIC AND ENGINEERING SERVICES, INC.
Management Consultants
P.O. Box 4046 12301 N.E. 10th Pl. Suite 350
Bellevue, Washington 98009
(206) 451 8015
Mr. Stephan Lashbrook
Canby Utility Board
154 N.W. First Avenue
Canby, Oregon 97013
Mr. Jack Madison
Tillamook People's Utility
Distr ict
P.O. Box 433
Tillamook, Oregon 97141
Mr. Alexander Thomson
Klickitat County PUD
1313 S. Columbus
Goldendale, WA 98620
Mr. Bruce Bosch
Clark County PUD
P.O. Box C -005
Vancouver, WA 98668
Mr. Charles Weber
Wahkiakum County PUD
P.O. Box 248
Cathlamet, WA 98612
Mr. Ron Saville
Mr. Greg Booth
City of Port Angeles
P.O. Box 1150
Port Angeles, WA 98362
Mr. Ed Aghjayan
Snohomish County PUD
P.O. Box 1107
Everett, WA 98206
Mr. John Robertson
Mason County PUD #1
P.O. Box 555
Shelton, WA 98584
Mr. Timothy Dempsey
Ohop Mutual Light Company
Rt. 1, Box 149 -C
Eatonville, WA 98328
August 14, 1984
Mr. Donald Geiselman
Lakeview Light Power Co.
Box 99490
Tacoma, WA 98499
Mr. Jack Danforth
Elmhurst Mutual Power
and Light Co.
120 So. 132nd Street
Tacoma, WA 98444
Mr. George Dickson
Parkland Light Water Co.
Box 44426
Tacoma, WA 98444
Mr. Philip Jackson
Clallam County PUD
P.O. Box 1117
Port Angeles, WA 98362
Mr. Don Swinhart
Grays Harbor County PUD
P.O. Box 480
Aberdeen, WA 98520
Mr. Gary Kalich
Lewis County PUD
P.O. Box 330
Chehalis, WA 98532
Mr. Dennis Rohr
Mason County PUD #3
P.O. Box 490
Shelton, WA 98584
Mr. Les Hein
Peninsula Light Company
P.O. Box 78
Gig Harbor, WA 98335
Mr. William Yee
Skamania County PUD'
P.O. Box 500
Carson, WA 98610
Utility Applications Resource Management Financial Analysis Product Forecasting Antitrust
Seattle. Washington Washington, D C Olympia Washington
5.48
Western Public Utilities
August 14, 1984
Page Two
Gentlemen:
Our August 13 conference call addressed four major areas.
These agenda items and ensuing discussions are summarized below.
1. Composition of the Group
All addressees to this letter confirmed their participation
in our BPA intervention group. At final count eighteen utilities
have joined. These eighteen members constitute approximately 14%
of Bonneville's total sales and 35% under the priority firm
schedule. Of the utilities we were asked to contact, only the
Springfield Utility Board and Pacific County PUD are not among our
final members.
2. Cost Allocation Formula for Rate Case Expenses
Various cost allocation proposals were presented. A cap of
15% and 20% were reviewed. Each formula was a hybrid of a
PPC -type approach.
The group approved a PPC -type formula with a 15% maximum cap
to reflect technical staffing contributions by the larger
utilities in the group A formal contract attachment reflecting
this formula and the group's final composition is attached.
These allocation percentages will be used by Terry and me to split
up total engagement expenses among participants.
3. Name of Group
Re: Summary of August 13 Conference Call
The group's prior name was deemed inappropriate given the
finalized membership. Several alternatives were discussed. The
managers ultimately adopted the name of Western Public Utilities
(WPU). This name will be used in all subsequent rate case
dealings unless vetoed by a utility within the week of August 13
to 17. In the event of a veto, the vetoing utility should be
prepared to come forward with a new name which is acceptable to
the remainder of the group.
4. Relations with Eastside Public Groups
Our group has been contacted by Joe Custer's eastside winter
peaking group regarding the possibility of Terry and me making a
presentation to them on the W.P.U. activities to date. The
managers approved coordination with Custer's group and asked to be
continually updated on this issue.
Western Public Utilities
August 14, 1984
Page Three
A proposal from the Northwest Irrigators was discussed.
Basically, the irrigators asked us to support a S10 million
discount for their customers in return for acquiescence on certain
issues of benefit to us. The managers generally disagreed with
any "incentive" rate which would raise our westside power bills,
but encouraged future discussions with the irrigation group.
Thanks again for your patience and perseverance throughout
the phone company's problems. Please contact Terry or me if
additional clarification on these issues would be helpful. We
will each be sending you engagement letters this week under
separate cover to conclude this project's administrative aspects.
We look forward to working with you on this interesting
matter.
GSS:drd
cc: Accounting Department
Terry Mundorf
Very truly yours,
ECONOMIC AND ENGINEERING
SERVICES, INC.
,Ys
Gary S. Saleba
Vice President
General Management and
Financial Planning
c� ECONOMIC AND ENGINEERING SERVICES, INC.
Mr. Dennis Rohr
Mr. Dick Thompson
Mason County PUD #3
P.O. Box 490
Shelton, WA 98584
Mr. Bruce Bosch
Mr. Jim Sanders
Mr. Bob Gentry
Clark County PUD
P.O. Box C -005
Vancouver, WA 98668
Mr. Bob Schneider
Mr. Coe Hutchison
Snohomish County PUD
P.O. Box 1107
Everett, WA 98206
Mr. Gary Kalich
Mr. Dave Muller
Lewis County PUD
P.O. Box 330
Chehalis, WA 98532
Gentlemen:
Management Consultants
P.O. Box 4048 12301 N E. 10th Pl. Suite 250
Bellevue, Washington 98009
(206) 451.8015
May 11, 1984
Mr. Lew Cosens
Pacific County PUD
P.O. Box 472
Raymond, WA 98577
Mr. John Robertson
Mason County PUD #1
Route 5, P.O. Box 555
Shelton, WA 98584
Mr. Philip Jackson
Mr. John Tolan
Clallam County PUD
P.O. Box 1117
Port Angeles, WA 98362
Mr. Ron Saville
Mr. Dick Wilson
Grays Harbor County PUD
P.O. Box 480
Abprdeen, WA 98520
Re: 1985 Bonneville Wholesale Power Rate Case
The activities surrounding the 1985 BPA wholesale rate
increase have begun. Analysis of 7(b)2, DSI floor rate, DSI
margin and short term load forecast issues are in progress. It is
also likely that the frequency and intensity of customer meetings
on the repayment schedule, COSA, LRIC and rate design studies will
increase as Bonneville staff moves towards its Initial Rate
Proposal in August.
The number of critical issues and long term Priority Firm
rate impacts contingent on this particular rate case are so large
that the WWPUD group should begin formalizing and analyzing its
positions. This formalization should include a kick -off meeting
to establish an initial list of critical issues, attendance at all
relevant customer meetings and preliminary research on important
topics.
Utility Applications Resource Management Financial Analysis Product Forecasting Antitrust
Seattle, Washington Washington, D. C Olympia, Washington
WWPUD
May 11, 1984
Page Two
Terry and I have discussed this rate case's overall
objectives and would like to schedule a team meeting of the
technical personnel in late May (after the ASC reconsultation
process has concluded). At this meeting, a list of initial topics
will be developed and staffing requirements identified. The
outcome of this meeting should allow you to prepare a schedule of
your personal time commitments. This time commitment and list of
issues could then be presented to management for initial comment
and authorization.
We have also discussed the administration of this year's rate
case. I anticipate that the technical labor for the project will
approach $60,000. This labor amount assumes increased
participation by PUD staff members. The out -of- pocket expenses
for the project are uncertain at this time primarily because a
definite hearing room location has not been established. We are
fairly certain that the high school used in prior hearings will
be unavailable. As such, our living /working accommodations may he
unknown until much later.
To initiate our activities formally given this location
uncertainty, EES proposes a not -to- exceed amount for project
labor, and an expense provision whereby all out -of- pocket
expenditures are passed through directly to you at their cost to
EES. Expense documentation consistent with IRS requirements can
be available for review. To facilitate our internal record
keeping, EES will pay all common expenses associated with the
project and reflect them in our billings. Terry will send you a
separate agreement for his services which will include this method
of expense accounting. A cost sharing formula for the PUD's
similar to last years will be sent under separate cover after the
final list of WWPUD participants is known.
EES appreciates this additional opportunity to service the
WWPUD group and looks forward to a challenging and successful 1985
BPA rate case effort. Please contact me directly if I may provide
additional information on this topic or clarify the project's
scope.
GSS:drd
cc: Terry Mundorf
Accounting Department
Very truly yours,
ECONOMIC AND ENGINEERING
SERVICES, INC.
Gary S.
Vice President
General Management and
Financial Planning
AMENDATORY AGREEMENT
executed by the
UNITED STATES OF AMERICA
DEPARTMENT OF ENERGY
acting by and through the
BONNEVILLE POWER ADMINISTRATION
and
THE CITY OF PORT ANGELES
Amendatory Agreement No. 14 to
Contract No. DE- MS79- 83BP91362
4/16/85
This AMENDATORY AGREEMENT, executed September 3. 1985 by the
UNITED STATES OF AMERICA, Department of Energy, acting by and through the
BONNEVILLE POWER ADMINISTRATION (Bonneville), and THE CITY OF PORT ANGELES
(Contractor), a municipal corporation of the State of Washington,
W I T N E S S E T H:
WHEREAS the parties hereto have executed a Residential Weatherization
Program Conservation Agreement, Contract No. DE- MS79- 83BP91362, which as
previously amended is hereinafter called "Primary Agreement and
WHEREAS the parties, in accordance with sections 4 and 5 of Exhibit A to
the Primary Agreement, desire to amend sections 1, 5, 6,•14, and 15 of the
body; and sections 1, 4, 6, and 32 of Exhibit A to implement the cost sharing
policy;
5,42
NOW, THEREFORE, the parties hereto mutually agree as follows:
1. Effective Date of Agreement. Nothwithstanding Amendatory Agreement
No. 4 dated April 1, 1984, the effective date of this Amendatory Agreement
shall be 2400 hours on September 30, 1985.
2. Amendment of the Residential Weatherization Program Conservation
Agreement. The Residential Weatherization Program Conservation Agreement is
hereby amended as follows:
(a) Section 1 is amended by adding a new section 1(o) as follows:
"(o) 'Consumer Incentive' means an amount calculated in accordance
with Exhibit E, or section 2 of Exhibit I."
(b) Section 5(d) is deleted and replaced by a new section 5(d) as follows:
"(d) The Contractor shall submit claims to Bonneville for Contractor
costs and the Bonneville cost share portion of Consumer Incentives,
determined in accordance with Exhibits D or E respectively, subsequent to
the completion of a Bonneville approved inspection checklist and the
Contractor's determination that each Residence has been weatherized and
mitigation measures, if appropriate, have been installed in a Workmanlike
manner. Except as provided in subsection (f) below, claims for the
Bonneville cost share portion of Consumer Incentives shall be determined
by multiplying the Consumer Incentive in Exhibit E by the Bonneville cost
share percentage in section 32 of Exhibit A. The Contractor shall submit
claims to Bonneville for training costs, determined in accordance with
Exhibit D, subsequent to the determination specified in Item 7 of
Exhibit F."
(c) Section 5 is amended by adding a new subsection 5(f) as follows:
"(f) Consumer Incentives shall be paid without regard to the
Bonneville cost share percentage in claims received by Bonneville no later
2
than October 10, 1985, for Measures installed or completed prior to October 1,
1985."
(d) Section 6 is amended by numbering the existing section as
subsection (a) and adding a new subsection (b) as follows:
"6. Amendment of Agreement.
'(a) The documents referenced in Exhibit F shall be amended in
accordance with section 4(b) of Exhibit A; however, each document may be
amended no more frequently than twice in the Initial Budget Year and once
in each Subsequent Budget Year without providing a detailed explanation of
the reason the proposal is necessary.
'(b) Notwithstanding the provisions of Amendatory Agreement No. 4
dated April 1, 1984, the effective date of any amendment to the load
categories on page 11 of the Final Conservation Cost Sharing Principles
dated January 21, 1985, shall be effective at the beginning of the first
Budget Year which is no earlier than one calendar year from the date of
issuance of such amendment."
(e) Section 14 is amended by adding a new subsection (e) as follows:
"(e) Nothwithstanding subsections (a), (b), and (c) above, payments
made for Consumer Incentive claims received on or after October 1, 1985,
shall be determined by multiplying the Consumer Incentive in either
Exhibit E or Section 2 of Exhibit I, as applicable, by the Bonneville cost
share percentage in section 32 of Exhibit A."
(f) Section 15(a) is deleted and replaced by a new section 15(a) as
follows:
"(a) The Contractor shall pay Consumer Incentives for retroactive
claims as indicated in paragraphs (1) and (2) below:
3
'(1) the Contractor shall pay or shall have paid a Consumer
Incentive directly to the Homeowner of the Residence in which the
Measures were installed, or to the Homeowner's designee, or
'(2) if the Contractor operates a residential conservation loan
program, or has advanced funds to a Homeowner of a Residence in which
the Measures were installed, or to the Homeowner's designee, the
Contractor shall use the Consumer Incentive and the interest earned
on those funds solely to offset the principal amount or the
Contractor's or Homeowner's interest costs of those conservation
loans or advances. Upon satisfaction of all such loans or advances
the Contractor shall return to Bonneville any remaining balance of
Bonneville funds including the interest earned on those funds. This
subsection shall prevail over subsections 1(b)(5) and 2(b)(2) of
Exhibit C."
(g) Section 1 of Exhibit A shall be amended by deleting sections 1(b),
1(d), 1(g), and 1(j) and adding sections 1(bb), 1(cc), 1(dd), and 1(ee) as
follows:
"(bb) 'Actual Firm Bonneville Load' means the Firm Energy portion of
the annual average Metered Requirements, Computed Average Energy
Requirement, or Contracted Requirements under an Electric Utility's
Regional Act firm power sales contract with Bonneville dated August 25,
1981, as amended.
"(cc) 'Actual Firm Total Load' means the annual average of an
Electric Utility's Actual Firm Energy Load as defined in section 3(b) of
an Electric Utility's Regional Act firm power sales contract with
Bonneville dated August 25, 1981, as amended.
4
"(dd) 'Operating Year' means the period commencing each year on
July 1 and ending the following June 30.
"(ee) 'Planned Firm Bonneville Load' means the average annual firm
energy load that an Electric Utility plans to place on Bonneville as
indicated in Bonneville's most recently prepared Pacific Northwest Loads
and Resources information."
(h) Section 1(u) of Exhibit A shall be deleted and replaced by a new
section 1(u) as follows:
"(u) 'Operating Area' means those portions of Electric Utility
electrical service areas which are located within the Region and within
which the Contractor may operate in accordance with this Agreement."
(1) Section 4(a) of Exhibit A shall be deleted and replaced by a new
section 4(a) as follows:
"(a) Except as provided in subsections (b), (c), (d), (e), and (f)
below, the provisions of this Agreement may be amended only by mutual
agreement of the parties after completing the following process:"
(j) Section 4(f) of Exhibit A shall be deleted and replaced by a new
subsection 4(f) as follows:
"(f) The cost share table in section 32(b) may be unilaterally
amended by Bonneville if the load categories on page 11 of the Final
Conservation Cost Sharing Principles dated January 21, 1985, are
subsequently changed by a policy review or policy development process
Notwithstanding subsection (g) below, such change shall be effective at
the beginning of the first Budget Year which is no earlier than 1 calendar
year from the date of issuance of such amendment."
(k) Section 4 of Exhibit A shall be changed by adding a new
subsection 4(g) as follows:
5
"(g) Each amendment provided in accordance with this section shall
specify an effective date, which shall be no earlier than 4 calendar
months from the date of offer or issuance, as appropriate."
(1) Section 6 shall be amended by adding new paragraphs (e)(5) and (e)(6)
to subsection (e) as follows:
"(5) Approval of the sum of the amounts in the Contractor's budget
request for this Agreement and in budget requests for all other agreements
containing this provision will not result in the installation of Measures
in an Electric Utility's electrical service area such that the total of
the estimated annual energy savings from such Measures in the Budget Year
exceeds the Actual Firm Bonneville Load used to determine the cost share
percentage in section 32(b) for such Budget Year.
'(6) The portions of the Operating Area for which the budget is
requested meet the eligibility requirement in section 32(a) or
section 32(c)
(m) Section 32 shall be deleted and replaced by a new section 32, Cost
Sharing Arrangements, under a new heading I.G., IN REFERENCE TO COST SHARING
ARRANGEMENTS, as follows:
"I.G. IN REFERENCE TO COST SHARING ARRANGEMENTS
"32. Cost Sharing Arrangements.
'(a) Eligibility. Each year Bonneville shall determine whether
or not the electrical service area of each Electric Utility shall be
eligible for participation under this Agreement during the next
Budget Year. Bonneville shall provide a tentative eligibility
determination to the Contractor prior to May 1 to aid in budget
preparation. Bonneville shall provide a final eligibility
6
determination prior to the beginning of the Budget Year for which the
determination is made. In order for an electrical service area to be
eligible, the Electric Utility must:
'(1) have a Planned Firm Bonneville Load in the Operating
Year beginning three months prior to such Budget Year and
'(2) have a greater than zero Bonneville cost share
percentage in accordance with subsection (b) below.
'(b) Cost Share Percentage.
'(1) Concurrent with the eligibility determination under
subsection (a) above, Bonneville shall determine the Bonneville
cost share percentage for the electrical service area of each
Electric Utility.
'(2) The Bonneville cost share percentage shall be based
on the Bonneville load percentage in accordance with the
following table.
'(3) The Bonneville load percentage shall be the percentage
produced by dividing the Actual Firm Bonneville Load for each
Electric Utility by its Actual Firm Total Load. The load
information used to make such determination shall be for the
Operating Year ending three months prior to the Budget Year for
which the determination is being made.
'(4) Such cost share percentage shall be applied to
payments as provided in the body of this Agreement.
7
Exhibit F dated 5/1/85.
'Cost Share Percentage
Bonneville Cost
Bonneville Load Percentage Share Percentage
Equal to or Greater Than 0%
and Less Than 1%
Equal to or Greater Than 1%
and Less Than 40%
Equal to or Greater Than 40%
and Less Than 60%
Equal to or Greater Than 60%
and Less Than 80%
Equal to or Greater Than 80%
and Less Than 90%
Equal to or Greater Than 90%
(m.1) Exhibit F dated 4/1/85 is deleted and replaced by the attached
8
0%
75%
85%
90%
95%
100
(n) If Amendatory Agreement No. 9 dated October 1, 1984, was incorporated
by reference in accordance with Amendatory Agreement No. 13, it is hereby
removed.
IN WITNESS WHEREOF, the parties hereto have executed this Amendatory
Agreement.
ATTEST:
By
Title
Date Q /t 15
(WP- PKL- 2495c)
C124-le
UNITED STATES OF AMERICA
Department of Energy
By
Assiut Administrator for Conservation
MAY 5 i985
THE CITY OF PORT ANGELES
By
Title Mayor ff
Date 9 i5C S
Referenced Documents
Exhibit F, Page 1 of 1
Residential Weatherization Program
5/1/85
The following Bonneville documents are hereby incorporated by reference into
this Agreement and shall be subject to the terms hereof:
1. Weatherization Specifications of October 1984
2. Standard Heat Loss Methodology of October 1984
3. Standardized Weather Data of April 1984
4. Procedures for Indexing Alternate Heat Loss Methodologies of July 1983
5. Software Certification Procedures of April 1984
6. Energy Analysis /Inspection Procedures of April 1985
7. Training Procedures of October 1984
8. Monthly Reporting and Program Forms of May 1985
9. Work Plan and Budget Forms of May 1985
10. Income Criteria of October 1984
11. Privacy Act Notice to Consumer of April 1984
12. Indoor Air Quality Procedures of October 1984
(WP- PKL- 2495c)
AMENDATORY AGREEMENT
executed by the
UNITED STATES OF AMERICA
DEPARTMENT OF ENERGY
acting by and through the
BONNEVILLE POWER ADMINISTRATION
and
THE CITY OF PORT ANGELES
This AMENDATORY AGREEMENT, executed October 16, 1984
of the last of
SPptPmher
1984 or January 31, 1985.
Amendatory Agreement No. 12 to
Contract No. DE- MS79- 83BP91362
10/1/84
by the
UNITED STATES OF AMERICA, Department of Energy, acting by and through the
Bonneville Power Administration (Bonneville), and THE CITY OF PORT ANGELES
(Contractor), a municipal corporation of the State of Washington,
W I T N E S S E T H
WHEREAS Bonneville has issued and has amended the Residential
Weatherization Program Conservation Agreement, (Contract No. DE- MS79- 83BP91362,
which is hereinafter called the "Agreement and
WHEREAS the parties, in accordance with sections 4 and 5 of Exhibit A to
that Agreement, desire to amend the body of the Agreement to reflect changes
contained herein;
NOW, THEREFORE, the parties hereto mutually agree as follows:
1. Effective Date of Agreement. Upon execution by the Contractor, the
effective date of this amendatory agreement shall be 2400 hours on the earlier
5,48
2. Amendment of the Amendatory Residential Weatherization Program
Conservation Agreement. The definition of Seasonal Residence as contained in
section 1 of the body of the Agreement is hereby deleted and replaced with the
following definition:
"1. Definitions.
(m) "Seasonal Residence" means any Residence occupied for less than
180 days of each year as determined by the Contractor at the time the
Contractor gives the Consumer or IIomeowner a list of all Measures eligible
for payment in accordance with section 6(a)."
IN WITNESS WHEREOF, the parties hereto have executed this Amendatory
Agreement.
ATTEST:
IN CO
By
Date 1..
(WP- PKL- 2280c)
‘493J
UNITED STATES OF AMERICA
Department of Energy
By
Assistan dministrator for Conservation
THE CITY OF PORT ANGELES
By A
Title
Date
Title 0,1Dl OjC'I�i
M' or
C�ti�LG�
October 16, 1984
AMENDATORY AGREEMENT
executed by the
UNITED STATES OF AMERICA
DEPARTMENT OF ENERGY
acting by and through the
BONNEVILLE POWER ADMINISTRATION
and
THE CITY OF PORT ANGELES
This AMENDATORY AGREEMENT, executed October 16. 1984
Amendatory Agreement No. 11 to
Contract No. DE- MS79- 83BP91362
10/1/84
by the
UNITED STATES OF AMERICA, Department of Energy, acting by and through the
Bonneville Power Administration (Bonneville), and THE CITY OF PORT ANGELES
(Contractor), a municipal corporation of the State of Washington,
W I T N E S S E T H
WHEREAS Bonneville has issued and has amended the Residential
Weatherization Program Conservation Agreement, (Contract No. DE- MS79- 83BP91362,
which is hereinafter called the "Agreement and
WHEREAS the parties, in accordance with sections 4 and 5 of Exhibit A to
that Agreement, desire to amend the body of the Agreement to reflect changes
contained herein;
NOW, THEREFORE, the parties hereto mutually agree as follows:
1. Effective Date of Agreement. Upon execution by the Contractor, the
effective date of this amendatory agreement shall be 2400 hours on the earlier
of the last day of
September 1984 or January 31, 1985.
S. 4,8
2. Amendment of the Amendatory Residential Weatherization Program
Conservation Agreement. The definition of Residence as contained in
section 1 of the body of the Agreement is hereby deleted and replaced with the
following definition:
"1. Definitions.
(1) "Residence" means that portion of a structure:
(1) which contains living facilities including provisions for
sleeping, eating, and cooking, for one or more persons;
(2) which, as of April 15, 1983, has:
(A) a permanently installed electric space heating system;
or
(B) is equipped with 220 -240 volt receptacles designated
for use with electric heaters, and has no other heating system
or wood stove;
or
(C) contains at least one 110 -120 volt portable electric
heater, has no other heating system or wood stove, and the most
recent 12 -month electric consumption history indicates winter
heating use;
(3) which is within the Operating Area; and
(4) which is not a Mobile Home.
2
If a Residence is attached to any other Residence, the Building in which the
Residences are located must be either of wood frame construction or no higher
than three stories above grade."
IN WITNESS WHEREOF, the parties hereto have executed this Amendatory
Agreement.
(WP- PKL- 2279c)
UNITED STATES OF AMERICA
Department of Energy
By
ATTEST: n
By M r0D lr -ddSY
Title 5)D/ a C d 0"6
Date c)�` .Q�.JJ 6 I 6
Assistan dministrator for Conservation
THE CITY OF PORT ANGELES
By j /Me
Title Mayor
Date October 1 6,1934
3
and
THE CITY OF PORT ANGELES
AMENDATORY AGREEMENT
executed by the
UNITED STATES OF
DEPARTMENT OF ENERGY
acting by and through the
BONNEVILLE POWER ADMINISTRATION
Amendatory Agreement No. 10 to
Contract No. DE- MS79- 83BP91362
10/1/84
This AMENDATORY AGREEMENT, executed October 16, 1984 by the
UNITED STATES OF AMERICA, Department of Energy, acting by and through the
Bonneville Power Administration (Bonneville), and THE CITY OF PORT ANGELES
(Contractor), a municipal corporation of the State of Washington,
W I T N E S S E T H
WHEREAS Bonneville has issued and has amended the Residential
Weatherization Program Conservation Agreement, (Contract No. DE- MS79- 83BP91362,
which is hereinafter called the "Agreement and
WHEREAS the parties, in accordance with sections 4 and 5 of Exhibit A to
that Agreement, desire to amend the body of the Agreement to reflect changes
contained herein;
NOW, THEREFORE, the parties hereto mutually agree as follows:
1. Effective Date of Agreement. Upon execution by the Contractor, the
effective date of this amendatory agreement shall be 2400 hours on the earlier
of the last day of Sebtem ber 1984 or January 31, 1985.
5.48
2. Amendment of the Amendatory Residential Weatherization Program
Conservation Agreement. The definition of Low Income Consumer as contained
in section 1 of the body of the Agreement is hereby deleted and replaced with
the following definition:
"1. Definitions.
(i) "Low Income Consumer" means a Consumer whose combined household
income, determined in accordance with Item 10 of Exhibit F, is at or below
125 percent of the poverty level, adjusted for household size, determined
in accordance with criteria established by the Director of the U.S. Office
of Management and Budget. The Low Income Consumer determination shall be
made at the time the Contractor gives the Consumer a list of all Measures
eligible for payment in accordance with section 6(a)."
IN WITNESS WHEREOF, the parties hereto have executed this Amendatory
Agreement.
Title Y �1 sLQ�i �.t a aQ/
Date (7)...,„ k f J- (t, 9 LI Date
(WP- PKL- 2278c)
UNITED STATES OF AMERICA
Department of Energy
By
Ass
Title
2
-ant Adm nistra
ATTEST: THE CITY �(dF PORT ANGE S
By Di P-Y\ By
Mayor
October 16, 1984
1 I
or for c onservation
t
AMENDATORY AGREEMENT
executed by the
UNITED STATES OF AMERICA
DEPARTMENT OF ENERGY
acting by and through the
BONNEVILLE POWER ADMINISTRATION
and
THE CITY OF PORT ANGELES
Amendatory Agreement No. 9 to
Contract No. DE- MS79- 83BP91362
10/1/84
This AMENDATORY AGREEMENT, executed October 16,1984 by the
UNITED STATES OF AMERICA, Department of Energy, acting by and through the
Bonneville Power Administration (Bonneville), and THE CITY OF PORT ANGELES
(Contractor), a municipal corporation of the State of Washington,
W I T N E S S E T H
WHEREAS Bonneville has issued and has amended the Residential
Weatherization Program Conservation Agreement, (Contract No. DE- MS79-83BP91362
which is hereinafter called the "Agreement and
WHEREAS, due to recent changes in State law the Contractor is concerned
about its ability to participate in the Agreement;
WHEREAS, Bonneville desires maximum participation in the Program described
in this Agreement by contractors in the Region;
WHEREAS, the parties, in accordance with sections 4 and 5 of Exhibit A to
the Agreement, desire to amend the body of the Agreement, to permit
participation or continued participation by the Contractor;
5.4r
NOW, THEREFORE, for the consideration recited above, the parties hereto
mutually agree as follows:
1. Effective Date of Agreement. Upon execution by the Contractor, the
effective date of this amendatory agreement shall be 2400 hours on the earlier
of the last day of September 1984 or January 31, 1985.
2. Amendment of the Amendatory Residential Weatherization Program
Conservation Agreement. The following section 19 is to be added to the body
of the Agreement:
"19. Sources of Payments for the Conservation Charge. The
Contractor shall not be required to make payments to Bonneville under
section 32 of Exhibit A except from the revenues derived by the Contractor
from the ownership and operation of its electric utility properties. The
Contractor covenants and agrees that it shall establish, maintain and
collect rates or charges for power and energy and other services,
facilities and commodities sold, furnished or supplied by it through any
of its electric utility properties which shall be adequate to provide
revenue sufficient to enable the Contractor to make the payments to be
made by the Contractor to Bonneville under such section and to pay all
2
r
other charges and obligations of the Contractor payable from or constituting a
charge and lien upon such revenues."
IN WITNESS WHEREOF, the parties hereto have executed this Amendatory
Agreement.
ATTEST: G�
BY „Ain 4 _f C7� g
Title
Date
10- wh-
(WP- PILL- 2277c)
=em
By
Title
Date
Pi 1 11
A,f \D/
UNITED STATES OF AMERICA
Department of Energy
THE CITY OF PORT ANGELES
A stant Administrator for Conservation
October 16, 1984
of the last day of September
AMENDATORY AGREEMENT
executed by the
UNITED STATES OF AMERICA
DEPARTMENT OF ENERGY
acting by and through the
BONNEVILLE POWER ADMINISTRATION
and
THE CITY OF PORT ANGELES
This AMENDATORY AGREEMENT, executed October 16, 1984 by the
UNITED STATES OF AMERICA, Department of Energy, acting by and through the
Bonneville Power Administration (Bonneville), and THE CITY OF PORT ANGELES
(Contractor), a municipal corporation of the State of Washington,
W I T N E S S E T H
WHEREAS Bonneville has issued and has amended the Residential
Weatherization Program Conservation Agreement, (Contract No. DE- MS79- 83BP91362,
which is hereinafter called the "Agreement and
WHEREAS the parties, in accordance with sections 4 and 5 of Exhibit A to
that Agreement, desire to amend the body of the Agreement to reflect changes
contained herein;
NOW, THEREFORE, the parties hereto mutually agree as follows:
1. Effective Date of Agreement. Upon execution by the Contractor, the
effective date of this amendatory agreement shall be 2400 hours on the earlier
1984 or January 31, 1985.
Amendatory Agreement No. 8 to
Contract No. DE- MS79- 83BP91362
10/1/84
s4
2. Amendment of the Amendatory Residential Weatherization Program
Conservation Agreement. The following section 18 is to be added to the body
of the Agreement:
"18. Suspension.
(a) Program Suspension After Consultation. Within a reasonable
time after the Contractor has notified Bonneville that any nonconformance
has been corrected in accordance with section 13(b) of Exhibit A,
Bonneville shall take action to verify that such nonconformance has been
corrected. In addition, if the Program has been suspended, Bonneville
shall notify the Contractor within a reasonable time, after such
verification takes place, of the date that Program suspension is lifted.
(b) Immediate Suspension of Payment. Following the completion of
the process described in subsections 13(a) and (b) of Exhibit A and
subsection (a) above, and unless this Agreement is terminated as described
in subsection 13(b) of Exhibit A, Bonneville shall notify the Contractor
within a reasonable time of the date that suspension of payment is lifted."
IN WITNESS WHEREOF, the parties hereto have executed this Amendatory
Agreement.
UNITED STATES OF AMERICA
Department of Energy
By G
A stant Administrator for Conservation
ATTEST: THE CI FPORT ELES
By Qh ti 411∎ Jk Q By /7'��6, 4Lfi4.,
Title c QL Title Pgyor
Date c� �e1�-- I( ,y
(WP- PKL- 2276c)
Date
2
October 16, 1984
AMENDATORY AGREEMENT
executed by the
UNITED STATES OF AMERICA
DEPARTMENT OF ENERGY
acting by and through the
BONNEVILLE POWER ADMINISTRATION
and
THE CITY OF PORT ANGELES
This AMENDATORY AGREEMENT, executed
Amendatory Agreement No. 7 to
Contract No. DE- MS79- 83BP91362
10/1/84
October 16. 1984 by the
UNITED STATES OF AMERICA, Department of Energy, acting by and through the
Bonneville Power Administration (Bonneville), and THE CITY OF PORT ANGELES
(Contractor), a municipal corporation of the State of Washington,
W I T N E S S E T H
WHEREAS Bonneville has issued and has amended the Residential
Weatherization Program Conservation Agreement, (Contract No. DE- MS79- 83BP91362,
which is hereinafter called the "Agreement and
WHEREAS the parties, in accordance with sections 4 and 5 of Exhibit A to
that Agreement, desire to amend the body of the Agreement to reflect changes
contained herein;
NOW, THEREFORE, the parties hereto mutually agree as follows:
1. Effective Date of Agreement. Upon execution by the Contractor, the
effective date of this amendatory agreement shall be 2400 hours on the earlier
of the last day of Seotember 1984 or January 31, 1985.
S
2. Amendment of the Amendatory Residential Weatherization Program
Conservation Agreement. The following section 17 is to be added to the body
of the Agreement:
"17. Indemnification. The indemnification provisions of Section 19
of Exhibit A shall apply only to acts or omissions arising out of this
Agreement."
IN WITNESS WHEREOF, the parties hereto have executed this Amendatory
Agreement.
Arr1 ST
BY
Title G 90A-te
Date 4 e 110 .19 4
(WP- PKL- 2275c)
UNITED STATES OF AMERICA
Department of Energy
By !J :I _I I
Assistadminis rator or Con ervation
THE CITY OF PORT ANGELES
By
Title Mayor
Date
2
October 16, 1984
AMENDATORY AGREEMENT
executed by the
UNITED STATES OF AMERICA
DEPARTMENT OF ENERGY
acting by and through the
BONNEVILLE POWER ADMINISTRATION
and
THE CITY OF PORT ANGELES
This AMENDATORY AGREEMENT, executed August 21, 1984
Amendatory Agreement No. 3 to
Contract No. DE- MS79- 83BP91362
4/1/84
by the
UNITED STATES OF AMERICA, Department of Energy, acting by and through the
Bonneville Power Administration (Bonneville), and THE CITY OF PORT ANGELES
(Contractor), a municipal corporation of the State of Washington,
WITNESSETH:
WHEREAS Bonneville has issued an Amendatory Residential Weatherization
Program Conservation Agreement, (Contract No. DE- MS79-83BP91362, which is
hereinafter called the "Agreement and
WHEREAS the parties, in accordance with sections 4 and 5 of Exhibit A to
that Agreement, desire to amend the body of the Agreement to reflect changes
contained herein;
NOW, THEREFORE, the parties hereto mutually agree as follows:
1. Effective Date of Agreement. Upon execution by the Contractor, the
effective date of this amendatory agreement shall be 2400 hours on
September 14, 1984.
5•4-s
ofr
2. Amendment of the Amendatory Residential Weatherization Program
Conservation Agreement. The definition of Installer as contained in
section 1 of the body of the Agreement is hereby deleted and replaced with the
following definition:
"1. Definitions.
(h) "Installer" means an individual, partnership, corporation, or
other entity, other than the Contractor, which installs Measures and
carries liability insurance and assurance bonding for all work performed.
With the concurrence of the Contractor the Installer may substitute an
irrevocable trust fund, controlled by the Contractor, for the required
assurance bond. Except for nonprofit entities, all installers must
possess either a State contractor's or similar license."
IN WITNESS WHEREOF, the parties hereto have executed this amendatory
agreement.
ATTEST: p
By `7/Y LeA L a_ �h
Title e
Date a ,eAAme ,,2/ Ogg
(WP- PKI- 2128c)
2
UNITED STATES OF AMERICA
Department of Energy
By
AssistInt Administrator
for Conservation
THE CITY F PORT ANGELES
By /0`174/4
v
Title Mayor
Date August 21, 1984
AMENDATORY AGREEMENT
executed by the
UNITED STATES OF AMERICA
DEPARTMENT OF ENERGY
acting by and through the
BONNEVILLE POWER ADMINISTRATION
and
THE CITY OF PORT ANGELES
Amendatory Agreement No. 4 to
Contract No. DE- MS79- 83BP91362
4/1/84
This AMENDATORY AGREEMENT, executed August 21, 1984 by the
UNITED STATES OF AMERICA, Department of Energy, acting by and through the
Bonneville Power Administration (Bonneville), and THE CITY OF PORT ANGELES
(Contractor), a municipal corporation of the State of Washington,
WITNESSETH:
WHEREAS Bonneville has issued an Amendatory Residential Weatherization
Program Conservation Agreement, (Contract No. DE- MS79-83BP91362, which is
hereinafter called the "Agreement and
WHEREAS the parties, in accordance with sections 4 and 5 of Exhibit A to
that Agreement, desire to amend the body of the Agreement to reflect changes
contained herein;
NOW, THEREFORE, the parties hereto mutually agree as follows:
1. Effective Date of Agreement. Upon execution by the Contractor, the
effective date of this amendatory agreement shall be 2400 hours on
September 14, 1984.
RECEIVED
SEP 2 4 198 It yii)
CONIRACT litgoTIMION
SECTION
2. Amendment of the Amendatory Residential Weatherization Program
Conservation Agreement. Section 7 of the body of the Agreement is hereby
amended to include the following subsection:
"7. Amendment of Agreement.
Notwithstanding the provisions of section 4(f) of Exhibit A, the
Contractor may select as an effective date, for an amendment, the first
day of a calendar month within the 4 calendar month period specified in
section 4(f) of Exhibit A."
IN WITNESS WHEREOF, the parties hereto have executed this amendatory
agreement.
ATTEST:
By JY A.AL Cc °G�y� P
Title C .c.,f, C ,JL)
Date i A 9aP'Z1
(WP- PKI -2129c
2
UNITED STATES OF AMERICA
Department of Energy
1
By
Assist3fit Administrator
for Conservation
THE CITY s PORT ANGELES
By /44144;,—
Title Mayor
Date August 21, 1984
RECEIVED
SEP24 1984 tt.
CONTRACT NE011AWN
SECTION
T
D
Name
Routing symbol
F Name
R Barb Crumrine
D Routing symbol
H BPA
r
U S DEPARTMENT OF ENERGY
BONNEVILLE POWER ADMINISTRATION
INTEROFFICE MESSAGE
Tamasin Sterner
City of Port Angeles
Fold here for return
As our office only needs one originally
signed copy of Amendatcry Agreements 6 12,
I am returning the second set you forwarded
to us for your records.
ENERGY BONNEVILLE POWER ADMINISTRATION PORTLAND OREGON
Date
11/13/84
5
BPA 303 Oct 1981
Dear Dick:
.BPA Puget Sound Area Office
Attn: Dick Casad, Puget Sound Area Manager
415 First Avenue North, Room 250
Seattle, Wa. 98109
140 WEST FRONT ST. P.O. BOX 1150 PORT ANGELES, WASHINGTON 98362
May 11, 1983
This letter is to confirm the concerns I expressed to you by phone on Thursday,
May 5th related to the impacts of Bonneville's rather severe conservation pro-
gram reductions for fiscal year 1983.
Implementation of our Weatherization, Water Heater Wrap, and Street and Area
Lighting programs have been expeditious and activity levels have been high.
Our aggressive approach to conservation is reflected in all aspects of our pro-
grams. It is with great difficulty that we must now unsystematically reverse
direction and scale back these efforts to reflect Bonneville's new conservation
posture.
Thus far, problems have arisen in two specific areas Area Lighting and Water
Heater Wrap. In October, 1982 Bonneville approved a Water Heater Wrap Program
budget in the amount of $2,560 through the period ending September 30, 1983.
Because program activity has exceeded our original estimates, in February of
this year we requested that Bonneville approve a revised budget in the amount
of $20,000. As yet, we have not received a reply to that request. In response
to Susan Millar's letter of April 6th we have scaled back our program activity
and have effectively ceased our Water Heater Wrap Program for the year. Actual
water heater wrap installations have exceeded the number anticipated in the Octo-
ber budget request by 230 wraps. This would amount to a reimbursement figure
of an additional $7,360. I would propose to resubmit the revised budget request,
reducing the original request of $20,000 downward to $9,920 in order to complete
the program. Additionally, we would continue to refrain from installing addi-
tional water heater wraps for the remainder of fiscal year 1983.
A similar situation has occured with the Street and Area Lighting Program. In
November, 1982 we received budget approval for the Lighting Program in the amount
of $35,625 through the period ending March 31st. Subsequently, we received
budget approval in March of this year for an additional $62,500 through the fourth
quarter of fiscal year 1983, for a total budget approval of $98,125. Of that
amount $46,871 has been expended and we have requested contractor bids for a
street lighting retrofit project with an estimated cost of $45,000. This would
leave approximately $6,254 remaining. As mentioned by phone, Peninsula College
began a lighting conversion project in November, 1982 with the understanding that,
upon completion of the project, the Light Department would forward a request for
reimbursement to Bonneville. The project had not been included in the original
fiscal year 1983 budget request; however, it was anticipated that funding would
be approved subsequent to the submital of a revised budget at a later date. That
request has not been forwarded to Bonneville because of a lack of response to a
letter sent in January of this year requesting reimbursement rates for some non-
standard lighting installed by the College. In other words, we are unable to process
a revised budget request until we have received a response from our January request
for non standard lighting reimbursement levels.
If Bonneville staff will respond to the request for non standard lighting rates,
and if you would approve a budget ammendment to fund the estimated $10,000 $17,000
Peninsula College project, we would then revise the street light retrofit contract
downward to approximately half of the original value from $45,000 to $25,000, re-
flecting Susan Millar's April 6th request to scale back program levels. Because the
request for bids has already been issued for the contract, a timely response on
your part would be appreciated.
Summarizing, it is asked that you approve a revised budget of $9,920 for the Water
Heater Wrap Program. For the Street and Area Lighting Program it is requested that
you (1) Respond to the non standard lighting reimbursement rate request, and (2)
Approve a budget ammendment of approximately $10,000 to $17,000 (contingent upon
the non standard reimbursement figure) for the Peninsula College project. In turn,
the Department would not install water heater wraps for the remainder of the year,
and the Street Light Retrofit Contract would be halved a reduction of approximately
$20,000.
Your expeditious attention to the matter would be greatly appreciated. If there is
any further information or assistance I may offer please feel free to contact me
at (206) 457 -0411, extension 187.
ELC /clr
cc: Tamasin Sterner, Conservation Manager
Richard French, Engineering and Operations Manager
Lew Cosens
Port Angeles City Light
Director
Department of Energy
Bonneville Power Administration
Seattle Area
415 First Avenue North, Room 250
Seattle, Washington 98109
In reply refer to OSC
Lew Cosens, Director
Light Department
City of Port Angeles
P.O. Box 1150
Port Angeles, Washington 98362
Dear Lew:
Sincere ly,
ri
George T. Reich
February 2.6 1983�
rea Power Manager
Enclosed are one original and two authenticated copies of Contract
No. DE- MS79- 81BP90294, (1- 20 -81), the Solar Domestic Hot Water System
Workshops Pilot Program Agreement. This contract provides for the offering of
workshops to teach the installation of Solar Domestic Hot Water Systems to
consumers. These enclosures are for your records.
We are pleased to have the City of Port Angeles participate in this Pilot
Program. If you have any questions or need any assistance, please call
Susan Millar at 206 -442 -4367. She will be your utility's point -of- contact in
your implementation of this program.
5, 48
Enclosures:
One Original Executed Copy of Contract No. DE- MS79- 81BP90294, (1- 20 -81)
Two Authenticated Copies of Contract No. DE- MS79- 81BP90294, (1- 20 -81)
PILOT PROGRAM AGREEMENT
executed by the
UNITED STATES OF AMERICA
DEPARTMENT OF ENERGY
9cting by and through the
BONNEVILLE POWER AEMINISTRATION
and
CITY OF PORT ANGELES
(SDHM System workshops)
Index to Sections
Contract No. DE- MS79- 81t3P90294
1 -20 -81
Section Page
1. Term of Agreement 2
2. Definitions 3
3. Exhibit 3
4. Publicity 3
5. Instructors 4
6. workshop Site 5
7. Conducting the workshop 5
8. Payment for workshops 6
9. Reimbursement Offer and Trust Deposit 6
10. Inspections 8
11. Monitoring and Data Collection 8
5 4g
Section Page
12. Accounting, Reporting and Audits 9
13. Joint Sponsorship 9
14. Indemnity 10
15. Modification 10
16. Parties Not to Benefit 10
Exhibit A (Provisions Required by Statute or Executive Order) 3
This AGRBEL4ENT, executed L Q1 19 by the UNITED
u J
STATES OF AMERICA, Department of Energy, acting by and through the BONNEVILLE
POWER ADMINISTRATION (Bonneville), and CITY OF PORT ANGELES
(Utility), a corporation of the State of Washington.
W ITNESSETH:
WHEREAS Bonneville and the Utility have agreed to offer workshops to teach
the installation of Solar Domestic Hot water Systems (SDHW Systems) to
consumers; and
WHEREAS Bonneville intends to provide funds to the Utility in trust to be
used for $500.00 reimbursements to workshop participants who make acceptable
installations of SEHN Systems in their homes; and
WHEREAS Bonneville is authorized by law to acquire resources through
conservation, to implement conservation measures, to meet deficiencies in its
ability to fulfill its contractual obligations to deliver power, and to make
maximum efficient use of the power available from Federal hydroelectric
resources;
NON THEREFORE, the parties hereto agree as follows:
1. Term of Agreement. This agreement shall be effective as of the date
of execution (Effective Date) and shall continue in effect until the earlier
of (1) two years from the Effective Date or, (2) 30 days from the date of
written notice of termination by either party. All rights, obligations and
liabilities accrued hereunder shall be continued until satisfied.
2. Definitions.
(a) "Instructor" means an individual who has been approved by Bonneville
and who has entered into an agreement with the Utility to conduct the
workshop. The parties hereto shall jointly determine qualifications necessary
for Instructors.
(b) "Site Sponsor" means a residential customer of the Utility utilizing
electricity for water heating who is the mortgagor, contract vendee, or fee
owner of the real property chosen as the workshop site and who has agreed to
allow that real property to be used as a workshop site.
(c) "Participant" means a residential customer of the Utility utilizing
electricity for water heating who participates in the workshop.
3. Exhibit. Exhibit A (Provisions Required by Statute or Executive
Order) is hereby made a part of this agreement. The Utility shall be
"Contractor" as that term is used in Exhibit A. If Bonneville determines that
such exhibit must be revised due to requirements of statutes or executive
orders subsequent to the Effective Date hereof, Bonneville shall prepare a new
exhibit incorporating such revisions which shall be substituted for the
exhibit then in effect as of the date specified therein.
4. Publicity.
(a) Bonneville, at its expense, shall make informational materials
available to the Utility for use in publicity and shall make an announcement
of the workshop program in the Pacific Northwest.
(b) The Utility, at its expense, shall publicize the workshop program in
its service area.
3
(c) The Utility shall publish no materials containing representations as
to the reimbursement offer described in section 9 below without Bonneville's
prior approval. All such materials shall be sent to Bonneville for review and
shall be deemed approved unless objected to within 15 days of receipt.
5. Instructors.
(a) Bonneville, at its expense, shall make available to the Utility a
list of potential Instructors in the Pacific Northwest who have been approved
by Bonneville.
(b) The Utility shall solicit bids from one or more potential Instructors
on Bonneville's list, or, if the Utility elects, from other potential
Instructors.
(c) The Utility shall accept a bid from one Instructor for each
workshop. Bids from persons not included on Bonneville's approved list shall
only be accepted by the Utility after prior approval by Bonneville. The
Utility shall enter into an agreement with the Instructor to conduct the
workshop and to perform other duties as agreed upon by the parties.
(d) Duties of Instructors shall include the following, unless otherwise
agreed by the parties:
(1) make final site selection and assist the Utility with arranging
workshop schedule;
(2) design the SDHW System to be installed at the workshop site;
(3) assist the Site Sponsor in obtaining building, plumbing, or
other permits as required;
(4) provide a materials list to the Site Sponsor;
(5) assist the Utility in workshop enrollment;
(6) teach workshop Participants system theory and design, "hands -on"
construction of flat -plat solar collectors, installation and maintenance;
4
(7) inspect installations to determine consumer entitlement for
reimbursement as described in section 9; and
(8) such other duties that the Utility determines shall be added.
6. Workshop Site
(a) The Utility, at its expense, shall inspect the residences of
interested homeowners for suitability as workshop sites and shall select two
as potential sites. The selection shall be based on the following criteria:
suitable solar access, adequate workshop space, workshop safety, insur nce
coverage of the homeowner, homeowner's ability to finance z. SDHI System,
homeowner's willingness to undertake necessary responsibili:ies, and other
criteria as the parties may agree to apply.
(b) The Instructor shall make the final selection of tre workshop site
and shall obtain the consent of the Site Sponsor in a form that is
satisfactory to the Utility and Instructor.
(c) The Site Sponsor, Instructor and Utility shall joi :tly deter2ine `.I
workshop schedule and the Utility shall make the schedule available to otner
interested consumers who wish to attend the workshop as Participants.
(d) The Instructor shall provide to the Site Sponsor .a list of materials
specifying the SDHW System and necessary parts to be installed at the xorksho
site. This list shall be in conformance with specifications made available. by
Bonneville. The Site Sponsor shall purchase the materials cn the list and
arrange for delivery to the workshop site prior to the sche;u1ed date for the
workshop.
7. Conducting the Workshops.
(a) The Utility shall complete one workshop during the term of this
agreement, and others upon mutual agreement of the parties hereto. Upon
request of the Utility, Bonneville shall provide technical advice and
assistance in the planning and implementation of the workshops.
5
(b) The Utility shall conduct registration of Participants. The Utility
may elect to charge a workshop fee not greater than $25.00 per Participant.
Each workshop shall be limited to 20 Participants unless otherwise agreed by
Bonneville.
(c) The Instructor shall provide informational materials to the
Site Sponsor and Participants.
(d) The Instructor shall inform the Site Sponsor and all Participants of
the reimbursement offer, described more fully in section 9 below, and shall
explain how they can qualify for the reimbursement.
8. Payment for Workshops.
(a) Upon completion of the workshop, the Instructor shall bill the
Utility for the Instructor's fee.
(b) The Utility shall send a statement of such billing to Bonneville and,
within 30 days of receipt of such statement, Bonneville shall pay the Utility
an amount equal to 50 percent of the Instructor's fee, not to exceed $1000.00.
9. Reimbursement Offer and Trust Advance.
(a) Within 30 days after written notice from the Utility that an agreed
upon workshop has been held, Bonneville shall advance the sum of $2,000 to the
Utility to be held in trust for use as reimbursements (Trust Advance). The
Utility shall pay $500 per installation to those Site Sponsors and
Participants who meet the qualifications specified in subsection (b) below.
The Utility shall disburse each reimbursement as soon as practicable after
determining such qualifications have been met.
Reimbursements shall not be made for installations made by a tenant on the
landlord's property, or for installations made by a person not a member of the
household unless Bonneville and the Utility agree to make an exception.
6
(b) Reimbursable installations shall meet the following qualifications:
(i) The installation must have been made by a Participant.
(ii) The residence has sufficient south facing solar collector area
such that the collector area is able to receive at least 5 hours of direct
sunlight between 9:00 a.m. and 3:00 p.m. throughout the year.
(iii) The types of materials and techniques are either the same as
those used and taught in the workshop or were approved by Bonneville prior
to construction and installation.
(iv) The SDHW System must have been completely installed within 8
months of the date of the workshop attended, or within 11 months of the
date of the workshop, if the household has been selected for monitoring
and data collection as described in section 11(b).
(v) The installed SDHW System must have passed any inspections
required by applicable laws or codes.
(vi) The installed SDHW System must have passed inspection by the
Instructor as described in section 10 below.
(c) If the full $2,000.00 referred to in subsection (a) above is
disbursed by the Utility, Bonneville shall reimburse the Utility $500 for each
subsequent qualifying installation as soon as practicable following receipt of
written notice from the Utility to its Bonneville Area office that such
installation has been inspected and approved.
(d) Any amounts held in trust and which have not been disbursed as
described above within one year of the date that the advance was made by
Bonneville shall be returned to Bonneville with a detailed statement
accounting for all trust activity from the date of the advance. Upon request
by Bonneville, the Utility shall report the current status of the trust and
any activity therein.
7
(e) The Utility shall provide to each homeowner who applies for
reimbursement a Workshop Evaluation Questionaire which shall be supplied by
Bonneville. The Utility shall receive all completed questionaires and
transmit them to its Bonneville Area office.
10. Inspections. When a Site Owner or Participant has completed an
installation and notified the Utility, the Utility shall arrange for an
inspection visit by the Instructor, at Bonneville's expense. The Instructor
shall determine that the installation is satisfactory according to
Bonneville's specifications and shall complete a System Inspection and
Acceptance Report that shall be provided by Bonneville. The Utility shall
disburse the reimbursement only after this determination has been made by the
Instructor and the Utility has determined that all qualifications in section
9(b) have been met.
To the greatest extent possible, the Utility shall schedule inspections in
such a way as to minimize the cost to Bonneville. If the first inspection
visit conducted at Bonneville's expense does not result in a determination
that the installation is satisfactory, any additional inspections shall be at
the expense of the homeowner. However, the Utility may determine that the
unsatisfactory installation has been corrected without scheduling another
Instructor inspection if the necessary corrections are minor in nature.
11. Monitoring and Data Collection.
(a) Bonneville shall procure and deliver to the Utility all monitoring
equipment that Bonneville determines is necessary for the program. The
parties agree that all such monitoring equipment is and will remain the
property of Bonneville.
(b) The Utility shall have monitoring equipment installed in households
selected by the Utility in accordance with Bonneville's standards on the
number and types of households and SDHW Systems to be monitored. Monitoring
8
cards for data collection shall be supplied by Bonneville to the Utility -to be
distributed to those Participants selected for monitoring. The Utility shall
receive all monitoring cards from Participants in its service area and shall
transmit them to Bonneville at least once a month. Data shall be collected
for 3 months prior to the installation of the SDHW System and for 12 months
after installation, unless otherwise agreed by Bonneville and the Utility.
(c) The Utility shall send Bonneville a certified statement of costs
incurred for such installations. Within 30 days of receipt of such statement,
Bonneville shall reimburse the Utility for the full amount of all such
reasonable costs.
12. Accounting, Reporting, and Audits.
(a) The Utility shall keep all financial records pertaining to this
agreement until five years after termination of the agreement. Further, the
Utility shall give written notice to Bonneville 90 days prior to the
destruction of any financial records pertaining to this agreement.
(b) Records and accounts kept in connection with this Program shall be in
conformance with applicable laws, Federal regulations, and the provisions of
the Privacy Act of 1974. A summary of the system of records developed by
Bonneville to comply with the Privacy Act shall be supplied by Bonneville.
Accounting and reporting for the Program shall conform to procedures set out
by Bonneville, unless otherwise agreed by the parties.
(c) Bonneville or its designee, at Bonneville's expense, may from time to
time conduct an audit of the Utility's records and accounts of the Program.
The Utility shall fully cooperate in any such audits.
13. Joint Sponsorship. Two or more Utilities may elect to jointly
sponsor a workshop. Bonneville shall pay one -half of the Instructor's fee up
to $1,000.00, as specified in section 8, regardless of the number of joint
sponsors. Any Trust Advance made in connection with workshops that are being
9
jointly sponsored shall be made to a single Utility which shall be designated
in writing by agreement of the parties. The Utility designated to receive the
Trust Advance shall give the notices referred to in section 9(a) and 9(c) and
shall be responsible for the final return of any unused funds with the
statement of accounting referred to in section 9(d).
14. Indemnity. The Utility shall indemnify and hold ,:harmless the United
States, the Department of Energy and Bonneville, and their respective agents
and employees from all claims, loss, injury, expense or liability, including
court costs and reasonable attorneys fees, arising out of any personal injury
or property damage or breach of contract received or sustained by any persons
which result from or are in any way connected to the negligent or other
wrongful acts or omissions of the Utility or its agents, or the Utility's
failure to perform any of its obligations under this agreement.
15. Modification. This contract shall not be modified or amended except
in writing signed by the parties hereto.
16. Persons not to Benefit. No agent or employee of Bonneville,
Department of Energy shall acquire any interest or qualify to receive any
benefit hereunder. The Utility, at its election, may apply such limitations
to its agents and employees.
IN WITNESS WHEREOF, the parties hereto have executed this agreement in
10
several counterparts.
ATTEST:
Title City Clerk
PCI 0437A
11
UNITED STATES OF AMERICA
Department of Energy
Bonneville Powep'Acninistrator
P '.e Ale-&/
BY n./49` AAL4--
a
Utility
Title mayor
I, (Homeowner) agree to participate
in data collection pursuant to the provisions of the
(Program) offered by (Utility) in cooperation
with the Bonneville Power Administration (Bonnevlle) according to the terms
and conditions set out fully below.
1. Homeowner shall permit the Utility to install monitoring equipment tor
data collection for the Program.
2. Homeowner shall send data from the monitoring equipment to the Utility
each
Homeowner's Data Collection Agreement
using that will be supplied.
Homeowner shall send such data for a period of commencing
on
3. Homeowner hereby grants to the Utility, to Bonneville, and to their
authorized representatives a right to enter the Homeowner's property, at
reasonable times and only after notice, for the purpose of installing,
inspecting, maintaining, repairing or removing the monitoring and data
collection equipment associated with the A
representative of the Utility or Bonneville will contact Homeowner
whenever access is required.
4. Homeowner acknowledges that the monitoring equipment installed under this
Program has been supplied by Bonneville and will remain the property of
the United States Government. Homeowner agrees not to tamper with or
remove the equipment or permit any other person to do so.
5. Homeowner agrees to give notice to the Utility of any sale, lease, or
other transfer of any legal or equitable interest in the real property on
which the monitoring equipment is located. Such notice shall be given
sufficiently in advance of such transfer so as to permit the Utility
adequate time to remove the monitoring equipment prior to the transfer.
Upon notice to Homeowner, this agreement may be terminated by Bonneville.
6. This agreement shall commence on and shall
terminate no later than
Ow PCI 3657A1
2
(Homeowner)
Andress
(Utility Representative)
Utility Address
In reply refer to OS C
Dear Lew:
Department of Energy
Bonneville Power Administration
Puget Sound Area
415 First Avenue North, Room 250
Seattle, Washington 98109
Mr. Lew Cosens, Director
Light Department
City of Port Angeles
P.O. Box 1150
Port Angeles, Washington 98362
February 9, 1983
Sincerely,
We are pleased to have the City of Port Angeles participate in the BPA
conservation programs. If you have any questions or need any assistance,
please call Susan Millar at 206- 442 -4367. She will be your utility's
point -of- contact in your implementation of these programs.
George T. Reich
Area Power Manager
Enclosures:
One Original Executed Copy of Contract No. DE- MS79- 81BP90811, (5/14/82)
and Exhibits F, H, and J.
Two Authenticated Copies of Contract No. DE- MS79- 813P90811, (5/14/82)
and Exhibits F, H, and J.
Enclosed are one original and two authenticated copies of Contract
No. DE- MS79- 81BP90811, (5/14/82) and Exhibits F, H, and J. That contract and
its exhibits provide for your participation in the Water Heater Wrap
Program II, the Street and Area Lighting Efficiency Improvernerrt Program II,
and the Zero Interest Loan Weatherization Program II. These enclosures are
for your records.
5.4S
O
ATTEST:
7
eases J
Marian C. Parrish, City Clerk
APPROVED AS TO FORM:
r 'y
Craig L. Iiller, City Attorney
RESOLUTION 2--g�1
A RESOLUTION of the City of Port Angeles
authorizing the Mayor to execute
Amendatory Agreement No. 11 to Contract
No. DE- MS79- 81BP90811 between the City
of Port Angeles and the Bonneville Power
Administration.
WHEREAS, the City of Port Angeles and Bonneville Power
Administration entered into a contract on or about December 15,
1981, providing for the implementation of certain conservation
programs; and
WHEREAS, the parties desire to amend that contract to
expand the weatherization programs which the City may offer, and
receive reimbursement for from Bonneville; NOW, THEREFORE,
BE IT RESOLVED BY THE CITY COUNCIL OF THE CITY OF PORT
ANGELES as follows:
Section 1. The Mayor and City Clerk are hereby
authorized and directed to execute Amendatory Agreement No. 11 to
Contract No. DE- MS79- 81BP90811 between the City of Port Angeles
and Bonneville Power Administration, amending the Zero Interest
Loan Weatherization Program.
PASSED by the City Council of the City of Port Angeles
at a regular meeting of said Council held on the 45 day of
1983.
5,4-g
s.4-$
AMENDATORY AGREEMENT
executed by the
UNITED STATES OF AMERICA
DEPARTMENT OF ENERGY
acting by and through the
BONNEVILLE POWER ADMINISTRATION
and
THE CITY OF PORT ANGELES
Amendatory Agreement No. 11 to
Contract No. DE- MS79- 81BP90811
Energy Conservation Agreement
1/10/83
This AMENDATORY AGREEMENT, executed February 15, 1983 1983, by the
UNITED STATES OF AMERICA, Department of Energy, acting by and through the
BONNEVILLE POWER ADMINISTRATION (Bonneville), and THE CITY OF PORT ANGELES
(Utility), a municipal corporation of the State of Washington,
WITNESSETH:
Li, (9
WHEREAS the parties hereto, on January 1, 193 executed a conservation
contract (Contract No. DE- MS79- 81BP90811 which as amended is hereinafter
referred to as "Energy Conservation Agreement providing for the
implementation of certain conservation programs, and the parties desire to
amend such contract to replace in its entirety Attachment 1, Attachment 5, and
Attachment 7 of either the Energy Buy -Back Weatherization Program II or the
Zero Interest Loan Weatherization Program II;
NOW, THEREFORE, the parties hereto mutually agree as follows:
1. Effective Date of Agreement. This amendatory agreement shall be
effective as of 2400 hours on the last day of the month following the date of
execution of this agreement.
2. Amendment of Energy Conservation Agreement. The Energy Conservation
Agreement is hereby amended as follows:
(a) Attachment 1 of either the Energy Buy -Back Weatherization Program II
or the Zero Interest Loan Weatherization Program II is deleted and replaced by
Attachment 1 dated January 1983;
(b) Attachment 5 of either the Energy Buy -Back Weatherization Program II
or, the Zero Interest Loan Weatherization Program II is deleted and replaced
by Attachment 5 dated January 1983; and
(c) Attachment 7 of either the Energy Buy -Back Weatherization Program II
or the Zero Interest Loan Weatherization Program II is deleted and replaced by
Attachment 7 dated January 1983.
IN WITNESS WHEREOF, the parties hereto have executed this amendatory
2
agreement in several counterparts.
ATTEST:
By
Title Date
(WP- PKI- 1609c)
UNITED STATES OF AMERICA
Department of Energy
By
Bonneville Powe t A¢ininistrator
THE CITY OF PORT ANGELES
By ji ALdifar--
Title
Date
AMENDATORY AGREEMENT
executed by the
UNITED STATES OF AMERICA
DEPARTMENT OF ENERGY
acting by and through the
BONNEVILLE POWER ADMINISTRATION
and
THE CITY OF PORT ANGELES
Amendatory Agreement No. 11 to
Contract No. DE- MS79- 81BP90811
Energy Conservation Agreement
1/10/83
February 15, 1983
This AMENDATORY AGREEMENT, executed 1983, by the
UNITED STATES OF AMERICA, Department of Energy, acting by and through the
BONNEVILLE POWER ADMINISTRATION (Bonneville), and THE CITY OF PORT ANGELES
(Utility), a municipal corporation of the State of Washington,
W I T N E S S E T H:
WHEREAS the parties hereto, on December 15,19,8]axecuted a conservation
contract (Contract No. DE- MS79- 818P90811 which as amended is hereinafter
referred to as "Energy Conservation Agreement providing for the
implementation of certain conservation programs, and the parties desire to
amend such contract to replace in its entirety Attachment 1, Attachment 5,
Attachment 7, and Attachment 8 of either the Energy Buy -Back Weatherization
Program II or the Zero Interest Loan Weatherization Program II;
S
NOW, THEREFORE, the parties hereto mutually agree as follows:
1. Effective Date of Agreement. This amendatory agreement shall be
effective as of 2400 hours on the last day of the month following the date of
execution of this agreement.
2. Amendment of Energy Conservation Agreement. The Energy Conservation
Agreement is hereby amended as follows:
(a) Attachment 1 of either the Energy Buy -Back Weatherization Program II
or the Zero Interest Loan Weatherization Program II is deleted and replaced by
Attachment 1 dated January 1983;
(b) Attachment 5 of either the Energy Buy -Back Weatherization Program II
or, the Zero Interest Loan Weatherization Program II is deleted and replaced
by Attachment 5 dated January 1983;
(c) Attachment 7, of either the Energy Buy -Back Weatherization Program II
or the Zero Interest Loan Weatherization Program II is deleted and replaced by
Attachment 7 dated January 1983; and
(d) Attachment 8 of either the Energy Buy -Back Weatherization Program II
or the Zero Interest Loan Weatherization Program II is deleted and replaced by
Attachment 8 dated January 1983.
IN WITNESS WHEREOF, the parties hereto have executed this amendatory
2
agreement in several counterparts.
ATTEST:
By
Title ta,1L/1-
Date /d /5
(WP- PKI- 1609c)
UNITED STATES OF AMERICA
Department of Energy
By
THE CITY OF PORT ANGELES
By
Title
Date
Bonneville Powe
(WP-PKI-1654c)
Reimbursement
Attachment 8, Page 1 of 1
Energy Conservation Agreement
1/10/83
1. Utility Administrative Costs. Bonneville shall pay the Utility
$160 for the Utility's costs incurred in administering the
provisions of this Program Exhibit, exclusive of advertising ana
Energy Analyst and Inspector training costs, upon the Utility's
certification that any of The Measures a, b, c, or d of
Section 1 of Attachment 1 or either of Measures a or b of
Section 4 of Attachment 1. The Measures of Attachment 1 have
been installed in a Residence pursuant to Attachment 1 and meet
or exceed the specifications in Attachment 7 (Completed Job).
Only one administrative cost payment shall be made for each
Residence under this Program.
2. Advertising. Bonneville shall pay the Utility for advertising
costs incurred in the Program up to $10.00 per Completed Job.
Bonneville shall pay only for Program- specific advertising under
this Program.
3. Training. Bonneville shall pay the Utility, in accordance with
the Training section of the Energy Conservation Agreement, the
actual training costs, not to exceed $100 per day and not to
exceed a total of $1000, for each Energy Analyst or Inspector
trained in accordance with Attachment 4, upon certification to
Bonneville that the Energy Analyst or Inspector has successfully
completed the appropriate examination specified in
Attachment 4. Bonneville shall pay no more than $1000 for the
training costs of any Energy Analyst or Inspector who receives
training pursuant to the provisions of this Program.
1. The following Measures may be installed in any Residence meeting
the criteria set forth in section 4 of this Exhibit:
a. ceiling insulation and appropriate ventilation;
b. floor insulation with associated vapor impermeable ground
cover and appropriate ventilation;
c. wall insulation (limited to unfinished exterior or basement
walls) or exterior insulating sheathing;
d. sash mounted storm windows and thermal pane replacement glass
for windows and doors where such window and door treatments do
not reduce air infiltration; and
e. duct insulation.
2. If any of the Measures in section 1 of this Attachment are selected
for installation, the Homeowner or Consumer may then also select
the following Measures if it is deemed appropriate:
a. dehumidifiers; or
b. clock thermostats.
Measures
Attachment 1, Page 1 of 3
Contract No. DE- MS79 -81BP
Energy Conservation Agreement=
1/10/83
3. Where underfloor insulation is selected for installation and water
pipes are not enclosed within the floor insulation, cold and hot
water pipe insulation shall be installed.
4. The following air infiltration reduction Measures may be installed
in any Residence, meeting the criteria set forth in section 4 of
this Exhibit, which has all of the characteristics listed in
section 5 of this Attachment or where an approved air -to -air heat
exchanger is installed and use according to specifications in
Attachment 7.
a. storm windows and thermal replacement sashes and panes;
b. storm doors, thermal doors, and double pane sliding doors;
e
Attachment 1, Page 2 of 3
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
1/10/83
c. caulking and weatherstripping; or
d. outlet and switchplate gaskets.
5. Except as provided in section 4 of this Attachment all of the
following criteria must be satisfied before a Residence will be
offered the air infiltration reduction Measures listed in section 4
of this Attachment.
a. The Residence must have a full crawlspace with cross
ventilation as per the Uniform Building Code. In addition,
the Residence must be equipped with a ground cover vapor
barrier (6 mil polyethylene) and with a second vapor barrier
(1 perm rating) between the insulation and the heated space.
If not already in place, these Measures are available under
this Agreement. Examples of Residences which do not satisfy
this requirement:
(1) Residences with basements;
(2) Residences constructed in whole or in part on concrete
slab; or
(3) Residences with crawlspace, ground cover, interior
perimeter insulation, and with no ventilation.
b. The Residence must not contain either wood stoves or unvented
combustion appliances.
(1) A wood stove is a self- contained controlled combustion
unit designed to burn coal, wood, or wood products.
Examples of wood stoves:
(A) an enclosed unit which is inserted into the
fireplace and uses the fireplace chimney as the
exhaust vent; or
(B) a free standing unit with either a separate flue or
a connection to a chimney used for other purposes.
(2) An unvented combustion appliance is any appliance which
burns some type of fuel such as gas, oil, kerosene,
propane, wood, paper products, etc., and is not connected
to a flue or chimney vented to the outside. Examples of
unvented combustion appliances:
(A) kitchen gas stove and /or oven used for cooking, even
if equipped with a mechanically ventilated range
hood;
(WP- PKI- 1556c)
Attachment 1, Page 3 of 3
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
1/10/83
(B) kerosene space heater;
(C) gas or oil hot water heater which has had the
exhaust vent pipe disconnected or which shows
evidence of leakage of combustion gases from vent
pipe (i.e., soot); or
(D) combustion appliance which has an outside air intake
or supply but no outside air exhaust.
(3) Examples of wood- burning systems not included as wood
stoves:
(A) fireplace; or
(B) fireplace with door or heat exchanger.
c. The Residence's domestic water supply must be obtained from
either a municipal or water district supply system, a vented
storage system, or a surface water source. Examples of
acceptable water supplies:
(1) city, county, or water district piped water
supply;
(2) backyard pond or lake;
(3) spring water taken from the surface; or
(4) well water stored in an open tank.
Note: An individual well, supplying water to a single house
that has a vented well casing is not an acceptable water
supply under this requirement.
d. The Residence must not contain any type of urea formaldehyde
foam insulation.
e. The Residence must not be a mobile home.
The estimated annual kilowatthour savings referred to in either the Energy
Buy -Back Weatherization Program II or the Zero Interest Loan Weatherization
Program II shall be calculated using standard heat transfer methodology
equations and tables set forth in the Standard Heat Loss Methodology of either
the Energy Buy -Back Weatherization Program II or the Zero Interest Loan
Weatherization Program II, developed by Bonneville and Utility representatives
for the heat capacity of air, C factor, duct losses, infiltration losses, and
U F values. The Standard Heat Loss Methodology of January 1983 is hereby
incorporated by reference into this Agreement and shall be subject to the
terms hereof.
(WP- PKI- 1556c)
Standard Heat Loss Methodology
Attachment 5, Page 1 of 1
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
1/10/83
101. INTRODUCTION
A. Overall Requirement
B. Responsibility
C. Purpose
D. Major Structural Changes
E. Definition
104. CEILING SPECIFICATIONS
A. Insulation Levels
B. Insulation Materials
C. Ceiling Loadings
D. Installation Requirements
E. Ventilation
105. FLOOR SPECIFICATIONS
A. Insulation Levels
B. Insulation Materials
C. Installation Requirements
D. Ventilation
WEATHERIZATION SPECIFICATIONS
TABLE OF CONTENTS
102. WEATHERIZATION INSULATION STANDARDS
A. R -Value Labeling Requirement
B. Material Requirements
103. GENERAL REQUIREMENTS
A. Expected Life
B. Warranty
C. Unusual Conditions
D. Materials Bid
E. Determination of Weatherization to be Installed
F. Approval of Products
G. Unsatisfactory Products
H. Clearances and Access
I. Professional Installation
J. Permits
K. Site Clean -up
L. Existing Structural Damage
M. Storage of Consumer Property
N. Product Approvals
0. Allowable Measures
Attachment 7, Page 1 of 64
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
1/10/83
Page
4
5
5 -8
8 -16
16 -20
106. WALL SPECIFICATIONS
A. Insulation Levels
B. Insulation Materials
C. Installation Requirements
D. Exterior Perimeter Insulation
107. HVAC DUCT SPECIFICATIONS
A. Insulation Levels
B. Insulation Materials
C. Installation
D. Ceiling Duct Systems
108. WINDOW SPECIFICATIONS
A. Definitions
B. Acceptability
C. Safety Glass Requirements
D. Materials Requirements
E. Installation Requirements
F. Operable Storm Windows
G. Inside Storm Windows Glass Glazing
H. Inside Storm Windows Non -Glass Glazing
I. Multi- Glazing
J. Sash Mounted Storm Windows
K. Skylights
109. STORM DOOR SPECIFICATIONS
A. Definitions
B. Materials Requirements
C. Installation Requirements
110. SLIDING AND FRENCH (ATRIUM) DOOR SPECIFICATIONS
A. Definitions
B. Insert Requirements
C. Storm Door Requirements
D. Final Inspection
111. INSULATED ENTRANCE DOOR SPECIFICATIONS
A. Installation Criteria
B. Materials Requirements
C. Installation Requirements
112. WEATHERSTRIPPING SPECIFICATIONS
A. Weatherstripping Materials
B. Prime Doors
C. Weatherstripping Types
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Page
21
22
22 -36
36 -39
39 -42
42 -43
43 -44
D. Door Bottom Weatherstripping
E. Threshold Replacement
113. CAULKING SPECIFICATIONS
A. Applicability
B. Caulking Materials
C. Caulking Installation
114. CLOCK THERMOSTAT SPECIFICATIONS
A. Applicability
B. Useability
C. Adjustment
D. Installation
E. Heat Pump Thermostats
F. Instructions
Page 3 of 64
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Page
44 -45
45
115. DEHUMIDIFIER SPECIFICATIONS 46
A. Applicability
B. Applicability After Weatherization
C. Product Certification
D. Product Capacity
116. APPENDIX A REFERENCED SPECIFICATIONS
Table 1 Federal Specifications 46 -47
Table 2 Miscellaneous Specifications 48 -49
117. APPENDIX B REFERENCED ORGANIZATIONS 50 -51
118. APPENDIX C GLOSSARY 51 -57
WEATHERIZATION SPECIFICATIONS
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101. INTRODUCTION
A. These specifications are intended to meet or exceed applicable
existing codes and Federal regulations. In any case where a
Federal, State, or local code or regulation exceeds the
requirements herein, the code or regulation shall apply.
B. THE UTILITY /STATE DOES NOT ASSUME RESPONSIBILITY FOR ENFORCING
OR DETERMINING COMPLIANCE WITH CODES, REGULATIONS OR
INTERPRETATIONS, except when required by the RCS program.
C. These specifications are designed to assist Installers and
Consumers participating in weatherization programs.
D. Major structural changes required to install weatherization
Measures are generally beyond the scope of this Program. Any
work other than normal installation must be approved by the
Consumer on an individual basis before it is started.
E. For purposes of this specification, damaged or otherwise
unserviceable means the extent that a component does not
function as designed relative to its thermal integrity and
cannot feasibly be repaired. Determination of whether a
component is damaged or otherwise unserviceable shall consider
the thermal integrity not only of the component alone, but
also of the component together with potential retrofit
Conservation Measures (e.g. storm doors, storm windows,
weather stripping).
Page 5 of 64
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102. WEATHERIZATION INSULATION STANDARDS
A. The American Society of Heating, Refrigeration, and Air
Conditioning Engineers (ASHRAE) Handbook of Fundamentals
(1981) is the accepted standard for R- value /U -value of
materials utilized by Installers. Products that vary from
ASHRAE may be acceptable if they comply with current Federal
Trade Commission (FTC) certifications, testing, and labeling
rules. Additional labeling on weatherization materials may be
required under the RCS regulations for covered Utilities.
B. In addition, materials used for thermal insulation shall meet
the requirements contained in the applicable Federal
specification. The relevant Federal specifications for each
type of insulation are listed in Section 116 Appendix A
(Table 1). Certain requirements in these specifications refer
to voluntary standards such as ASTM for specific test methods
or physical properties. For purposes of compliance with this
weatherization specification, the referenced voluntary
standard shall be considered as mandatory.
103. GENERAL REQUIREMENTS
A. For the purposes of material quality evaluation for this
Program, components shall be designed to meet or exceed
minimum life expectancies as follows:
1. 25 years for: Insulation, windows, completely new
sliding doors;
2. 15 years for: Dehumidifiers, attic exhaust fans, sliding
doors modified by sealed glass inserts, and clock
thermostats;
3. 10 years for storm doors; and
4. 6 years for: Weatherstripping and caulking.
Page 6 of 64
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B. All equipment, labor and weatherstripping and caulking
materials shall be warranted by the Installer against failure
due to manufacturing or installation defects for a period of
at least 1 year. All other materials shall be warranted by
the Installer against failure due to manufacturing defects for
a period of at least 3 years, except that sealed insulated
glass units shall be warranted against failure of the seal for
a period of at least 5 years.
Manufacturers' written warranties may be used by Installers to
satisfy these warranty requirements where appropriate.
C. The Installer shall separately identify any unusual (but
necessary) costs that affect the price in providing a safe,
permanent, effective, and workmanlike weatherization
installation. Where esthetic or special features inherent in
weatherization products are requested by the Consumer, these
costs shall also be identified separately.
D. The Installer shall indicate in writing the types of materials
to be used, brand names, methods of installation,
identification of special problems, alternate materials, and
anything else which would minimize misunderstandings.
1. The Installer shall identify to the Consumer the basic
types of materials covered in this Program and the
availability of other options should they be preferred by
the Consumer.
2. The Installer shall indicate to the Consumer in writing
any materials or components being replaced which are
assumed to become the property of the Installer (i.e.,
salvage).
E. The Utility /State will be responsible for determining what
Conservation Measures are eligible to be installed in each
Residence under this Program. The Consumer will determine
which eligible Measures are installed. The Utility /State will
determine recommended levels of insulation, whether adequate
ventilation exists in attic spaces (including those behind
knee walls) as well as whether such optional items as
dehumidifiers and clock thermostats are recommended.
F. Installers seeking approval of materials, components, or
equipment not automatically acceptable under the Program as
defined elsewhere in this specification shall submit
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Energy Conservation Agreement
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representative samples to the Utility /State for evaluation and
written approval. Installers may request the return of any
sample following evaluation; all samples of significant value
will be returned to the Installer.
G. The Utility /State reserves the right to identify and
disapprove for use in this Program, any weatherization product
at any time when it deems the product not satisfactory for the
life expectancy requirements of this Program.
H. It is the Installer's responsibility to check clearances and
access in attics and crawl cpaces prior to job commitment, and
to make appropriate allowances for ducts, joists, or other
installation obstructions.
I. All materials shall be installed properly in a professional
manner, according to these specifications, to assure a
permanent installation for the life of the component.
J. Participating Installers shall provide all permits, materials
and labor necessary to retrofit the home(s).
K. Each job site shall be left clean (free of installation debris
and surplus) unless previous written arrangement is made with
the Consumer.
L. When structural damage is detected, as evidenced by obvious
water stains, dry rot, termites, etc., it shall be immediately
called to the Consumer's attention. The Consumer shall make
arrangements for and complete the corrective action (separate
from this program) before any weatherization measure is
installed.
M. Personal effects stored by the Consumer in locations which
hinder the efficient application of any weatherization must be
moved (and restorage provisions made) by the Consumer.
N. Where these specifications require written Utility /State
approval of products prior to their use, the intent is that,
unless otherwise stated in the specification or approval, once
a product is approved by a Utility /State for one installation
it will be acceptable for all other similar installations
without resubmittal to that Utility /State.
0. Where these specifications require a Measure to be determined
to be appropriate by the Utility /State, the intent is that an
energy audit performed on the Residence by or for the
Utility /State will determine those Measures which may be
selected by the Consumer.
104. CEILING SPECIFICATIONS
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A. Insulation Levels. Ceilings shall be insulated to a minimum
of R- wnere practical, or the highest R -value approaching
R -38 which is practical.
B. Insulation Materials. Loose -fill, pourea, blanket or batt
insulation complying with the Applicable Federal Specification
may be used in attic spaces as appropriate. Cellulose
materials used shall meet standards contained in CPSC 1209 and
all other requirements which are not covered under the CPSC
regulation but which are contained in Federal Specification
HH- I -515D, or subsequent revisions. Cellulose manufacturers
shall subscribe to an ongoing laboratory quality control
inspection program substantially equivalent to the "UL
listing" program. In addition, cellulose shall meet the
labeling requirements contained in CPSC 1404. When unusual
conditions exist which indicate the use of foam plastics, or
their combinations with other materials, such applications
shall comply with the Uniform Building Code, and be approved
by the Consumer and Utility /State in writing. Vermiculite or
perlite insulation shall be water repellent.
C. Ceiling Loadings
1. The combined weight of all insulation (both existing and
to be installed) shall not exceed 2.2 pounds /square foot
unless the Installer warrants in writing that the ceiling
system is structurally adequate to support greater
ceiling loadings, and the Consumer approves the
Installer's proposal in writing prior to installation.
Structural damage can be caused by excessive pressures
during the installation or by installing insulation in
structures too weak to support the imposed load. The
Installer shall be responsible for ceiling damage due to
his installation of insulation. The following is a list
of signs which indicate that special care and /or
limitation of insulation quantity may be required. In
such cases, the Utility /State shall be notified of and
approve any proposed action before it is taken by the
Installer.
Page 9 of 64
Energy Conservation Agreement
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(a) Separation of finish materials from joists or studs.
(b) Cracking of materials or opening of joints between
boards.
(c) Vertical deflection of gypsum board of more than
1/200 of the joist spacing.
(d) Visible evidence of nail heads being pulled
partially through sheet rock.
2. No additional insulation shall be installed over existing
fiberglass, rockwool, or cellulose insulation with a
depth of 10 inches or more unless warranted and approved
as noted in 1 above.
3. No additional insulation shall be installed over existing
perlite or vermiculite with a depth of 3 -1/2 inches or
more. Fiberglass insulation only may be installed over
existing perlite or vermiculite with a depth of 1 to
3 -1/2 inches.
D. Installation Requirements. Insulation shall be installed
according to the provisions of the Uniform Building Code and
shall include the requirements listed below as appropriate.
1. Heat Producing Fixtures. Insulation shall not be
instafTed within 3 incffes of the sides nor, when
installed directly over a fixture, within 24 inches of
the top of any recessed lighting fixture enclosure unless
the fixture is labeled for direct cover by insulation. A
solid, noncombustible, open- topped enclosure shall be
placed around recessed fixtures to provide required
clearances to the side, and to prevent loose -fill
material from blowing into or sluffing onto the fixture.
Tops of such enclosures or dams shall extend a minimum of
4 inches above loose -fill insulation. When insulation is
to be installed over a fixture, a solid, noncombustible
closed -top box shall be used which provides the 3 -inch
side clearance and a vertical clearance overhead of at
least 24 inches above the highest point of the fixture.
Similar, proper protection shall be made for all
miscellaneous electrical devices (e.g., door bell
transformers, ventilating fans, other motors in
accordance with State and local codes. Metal fixture
boxes with top enclosures may be insulated around and
Page 10 of 64
Energy Conservation Agreement
1/83
over without additional protection when tested and
certified by an independent laboratory as being capable
of dissipating fixture heat, (e.g., UL listed fixtures
will be marked "Recessed Fixture Type IC
All combustible insulation materials shall be kept a
minimum of 3 inches from metal flues and mansonry
chimneys, by installing a solid, noncombustible retaining
wall extending a minimum of 4 inches above the level of
loose -fill insulation, or by wrapping the flues or
chimneys with a minimum 3 -inch thick layer of
noncombustible batt insulation extending 4 inches above
the level of loose fill insulation.
As an alternative to enclosures and retaining walls,
unfaced batt insulation (at least 14 -1/2 inches wide) of
the required R -value may be placed around fixtures, flues
and chimneys. Such material shall maintain a minimum
3 -inch clearance and extend a minimum of 4 inches above
the level of loose -fill insulation.
Where a 3 -inch clearance is established around flues and
chimneys by using a retaining wall or by using batt
insulation, then noncombustible insulation may be
installed in the clearance space. Noncombustible
insulation is insulation material which conforms to the
standard test method ASTM E- 136 -79.
2. Recessed Soffits. Insulation shall not be introduced
to recessed soffits which contain lighting, electrical
devices, or flues.
3. "Knob and Tube" Wiring shall be treated with special
care. Free air circulation shall be maintained by
installing batt type insulation (unfaced or faced
downward) of at least 14 -1/2 inches in width directly
under the wiring. When loose -fill type insulation is
used, it shall be tapered back from the edges of the batt
so that loose -fill materials do not "drift" into contact
with the wiring. Other proposed methods shall be
submitted to the Utility /State for written approval,
prior to use.
4. Ventilation Baffling shall be provided so that an average
brIrleast71 inch measured vertically over the full
joist spacing is available for incoming air from all
Page 11 of 64
Energy Conservation Agreement
1/83
soffit, eave or knee wall openings. Baffles shall be
capable of permanently retaining and separating the
insulation from the incoming air access.
Mineral wool batts of sufficient thickness to adequately
baffle, and yet maintain the 1 -inch free -air clearance,
are acceptable. When used in conjunction with loose -fill
materials, all baffles shall extend above the final
insulation level. Where roof slope will not allow the
maintenance of the 1 -inch clearance and ventilation
access is required, the insulation depth shall be sloped
to maintain the required ventilation.
5. Attic Entry Access Openings shall be framed to prevent
loose fin insulation trom falling or sluffing through
the opening, and the access door shall have at least a
6 -inch mineral batt fixed to the attic side.
Alternatively a 14 -1/2 -inch wide batt insulation
perimeter, with R rating equal to that specified for the
attic, may be used around the ceiling attic access
opening in place of loose -fill insulation.
Attic Access Hatches (or the opening itself) shall be
weatherstripped with appropriate materials (see
section 112), if they open to a conditioned space.
6. Exhaust Fans which vent any living space into the attic
space shall be extended to the outside in a workmanlike
manner or to within 6 inches of an existing ridge or
gable vent. Extension material shall be moisture proof,
rigid material mounted in a secure manner, of appropriate
diameter for the vent opening. Kitchen range exhaust
fans shall be connected to a duct of not less than 26
gauge galvanized steel which is substantially air tight
throughout and which terminates directly to the outside
in a vent cap. Where required by local codes, outside
venting provisions shall be installed as specified in
such codes.
7. Floored Over Attic Spaces shall be insulated to the
Eighest practical R -value approaching R -38.
8. Knee Walls around a conditioned space shall be insulated
to a minimum of R -11, with R -19 preferable. A vapor
barrier should be installed facing the conditioned area.
The ceiling over this conditioned space shall be
insulated to the highest practical R -value approaching
R -38.
9. Upon Completion of the ceiling insulation application,
tour coverage labels shall be completely filled out and
signed by the Installer. One each shall be permanently
attached to the interior of the attic structure in a
convenient location nearby and clearly visible from the
access opening, presented to the homeowner, mailed to the
Utility /State, and kept on file by the Installer for at
least 4 years. The "Certificate of Installation"
required by the USDOE Residential Conservation Service
(RCS) program may be substituted for the coverage label.
10. Vapor Barriers installed with ceiling insulation shall be
paced between the insulation material and the
conditioned space.
E. Ventilation
1. Definitions
Unconditioned Space
Conditioned Space
a
/41\ hi\
Page 12 of 64
Energy Conservation Agreement
1/83
d
e
(a) represents a horizontal attic.
(b) represents an upper horizontal attic with a
conditioned space below.
(c) represents vertical wall sections referred to as
KNEE WALLS.
(d) represents an upper horizontal attic with KNEE WALLS.
(e) represents a sloping ceiling with knee wall.
2. Total Net Free Area of vents in the attic space shall
FTher De determined to be adequate or shall be made
adequate by the Installer consistent with the
requirements of this section, as an integral part of any
ceiling insulation to be installed. Where adequate
ventilation cannot be obtained, ceiling insulation shall
not be installed. Unless local code takes precedence,
attic ventilation requirements shall conform to one of
the following options, or its equivalent.
(a) GABLE VENTS ONLY (one at each end) No Vapor Barrier
One square foot of (total system's) cross- ventilated net
free area for each 150 square feet of ceiling area.
(b) GABLE VENTS ONLY Vapor Barrier Facing Down
At least
One-half
of vent
area here.
Balance at
Eaves.
na vapor
bnAunn.
,e•t
vapor b'u.-
Ian dawn
Page 13 of 64
Energy Conservation Agreement
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One square foot of (total system's) cross ventilated net
free area for each 300 square feet of ceiling area.
(c) COMBINATION UPPER AND LOWER VENTS With or Without
Vapor Barrier
3 -0
:Lt nimua
Page 14 of 64
Energy Conservation Agreement
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One square foot of (total system's) cross ventilated
net free area for each 300 square feet of ceiling
area.
Note: Single gable- venting does not provide adequate
cross ventilation, except for ventilating small 'blind"
attic areas created by knee wall /dormer combinations.
Gable -vents (or their equivalent in roof vents) should be
located at each extremity of the house. When used in
conjunction with eave (soffit) vents, each house
extremity should have either gable- vents, roof vents, or
a combination of either one or both.
Note: Mesh screens, rain louvers, or combinations of
both can reduce net free area by as much as two thirds.
Allowances shall be made accordingly. Most metal louvers
have "net free area" stamped on them. Otherwise, divide
the gross area by the Area Factor in the following table:
Covering Area Factor
1/4 inch hardware cloth 1
1/4 inch hardware cloth with rain louvers 2
8 mesh screen 1 -1/4
8 mesh screen with rain louvers 2 -1/4
16 mesh screen 2
16 mesh screen with rain louvers 3
No screen with rain louvers 2
Note: Knee walls in attic spaces typically create
dead -air conditions which require proper ventilation.
3. All Soffit or Eave Openings shall be left free of any
blockage by insulation or other materials, and such eave
systems must remain effective following weatherization.
4. Eave or Soffit Vents, by themselves, shall not be
considered as providing adequate "cross- ventilation."
Additional means of establishing ventilation by natural
convection should be incorporated.
5. Sloping Ceilings shall be ventilated by maintaining a
minimum space of 1 inch between the top of any insulation
material and the bottom of the roof sheathing.
Page 15 of 64
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6. Mechanical Ventilators shall be installed only when
"'passive ventiTting' are not practical. The
following considerations shall be made for such
mechanical ventilation:
(a) The unit's primary function shall be for attic
humidity control and the required humidistat shall
be set for 95 percent R.H.
(b) The unit shall be certified by the Home Ventilating
Institute and be UL, listed.
(c) The motor shall be permanently lubricated and shall
have vibration dampening mountings.
(d) The unit shall have a sturdy housing, plated or
stainless steel fan /motor mounts, and shall be of
weather /splash -proof construction.
(e) Fan /motor combinations shall be sized in accordance
with the recommendations of the Home Ventilating
Institute (HVI) as noted below. Fan /motor
combinations furnished shall be UL- approved and
certified by the HVI for at least the volume
required.
Fan /motor combination rated capacity shall be at
least the volume given by the formula: Air volume
in cubic feet per minute (CFM) (ATTIC AREA
FT x 0.7. This quantity should be increased by
15 percent for homes with dark roofs. For example,
for a home with 1500 square feet of attic space the
required fan /motor capacity would be:
1500 x 0.7 1050 CFM
If the home had a dark roof this would be increased
as follows:
1050 x 1.15 1200 CFM
(f) The fan /motor combination shall be roof mounted (not
gable- mounted) with roof vents in its immediate
vicinity blocked so as to prevent localized
circulation (i.e., short circuiting). The total
net free -area of all unblocked eave and gable vents
shall be equal to at least 1 square foot per 300 CFM
of air flow capacity of the fan /motor combination.
(g) Units designed for gable -end applications may be
used only when roof mounted units are not feasible.
(h) Mechanical Ventilators are not acceptable when ridge
ventilation has been provided.
7. Air turbines are not acceptable.
105. FLOOR SPECIFICATIONS
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A. Insulation Levels. A minimum of R -19 of insulation material
shall be lnsaTTid under the floor of any conditioned space,
except when over a heated area or an unvented crawlspace,
unless R -19 cannot feasibly be achieved.
B. Insulation Materials. Insulation installed under the flooring
may oe mineral blankets or batts, loose -fill mineral fibers,
or loose -fill cellulose complying with the Applicable Federal
Specification. Cellulose materials used shall meet standards
contained in CPSC 1209 and all other requirements which are
not covered under the CPSC regulation but which are contained
in Federal Specification HH- I -515D, or subsequent revisions.
Cellulose manufacturers shall subscribe to an ongoing
laboratory quality control inspection program substantially
equivlent to the "UL listing" program. In addition, cellulose
shall meet the labeling requirements contained in CPSC 1404.
When unusual conditions exist which may indicate the use of
foam plastics, or their combination with other materials, such
applications shall comply with the Uniform Building Code.
C. Installation Requirements. Insulation shall be installed
according to the provisions of the Uniform Building Code and
shall include the requirements listed below as appropriate.
1. A Ground Cover moisture barrier shall be installed when
none exists, when an existing ground cover has been
extensively damaged or when the existing ground cover
does not meet the following specifications. The ground
cover shall be 6 mil black polyethylene, or its
equivalent in perm- rating, strength, and resistance
shall be equal to at least 1 square foot per 300 CFM
of air flow capacity of the fan /motor combination.
(9) Units designed for gable -end applications may be
used only when roof mounted units are not feasible.
(h) Mechanical Ventilators are not acceptable when ridge
ventilation has been provided.
7. Air turbines are not acceptable.
105. FLOOR SPECIFIC'TIONS
Page 16 of 64
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A. Insulation Levels. A minimum of R -19 of insulation material
shall be installed under the floor of any conditioned space,
except when over a heated area or an unvented crawlspace,
unless R -19 cannot feasibly be achieved.
B. Insulation Materials. Insulation installed under the flooring
may be mineral blankets or batts, loose -fill mineral fibers,
or loose -fill cellulose complying with the Applicable Federal
Specification. Cellulose materials used shall meet standards
contained in CPSC 1209 and all other requirements which are
not covered under the CPSC regulation but which are contained
in Federal Specification HH- I -515D, or subsequent revisions.
Cellulose manufacturers shall subscribe to an ongoing
laboratory quality control inspection program substantially
equivlent to the "UL listing" program. In addition, cellulose
shall meet the labeling requirements contained in CPSC 1404.
When unusual conditions exist which may indicate the use of
foam plastics, or their combination with other materials, such
applications shall comply with the Uniform Building Code.
C. Installation Requirements. Insulation shall be installed
according to the provisions of the Uniform Building Code and
shall include the requirements listed below as appropriate.
1. A Ground Cover moisture barrier shall be installed when
none exists, when an existing ground cover has been
extensively damaged or when the existing ground cover
does not meet the following specifications. The ground
cover shall be 6 mil black polyethylene, or its
equivalent in perm- rating, strength, and resistance
Page 17 of 64
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to soil chemical degradation. All joints shall be lapped
12 inches. The cover shall extend at least 6 inches up
the foundation wall.
2. Underfloor Drainage of standing water shall be provided,
it necessary, coy e Consumer in compliance with the
Uniform Building Code, before floor insulation is
installed. Floors over crawl spaces with only moderate,
seasonal moisture problems can be insulated if ample
cross ventilation exists through the crawl space. When
crawl spaces are seasonally wet, the area can be
temporarily pumped or the installation deferred to a
later time, whichever is mutually agreeable to both
Installer and Consumer. Excessive seasonal water levels,
which could contact insulation on plenums or ducts will
disqualify the floor for weatherization until properly
drained as stated above.
3. Attachment of Suspension Materials for containing the
insulation under the sub =l oor and between floor support
members shall not exceed 2 -foot spacing, either along
floor joists or beams or between joists or beams.
Suspension materials must be capable of permanently
containing the insulation without sagging under
anticipated loads of seasonal condensation. These
materials shall be rot -free, rust -free, stretch -free,
permanently affixed by positive wood penetration, and
shall not compress more than 10 percent or otherwise
alter the insulation value of the material installed.
Twine meeting these specifications, shall have a strength
of not less than 150 pounds test strength.
Methods of retaining loose -fill floor insulation shall be
submitted to the Utility /State and approved prior to use.
4. Vapor Barriers shall be installed as a part of floor
insulation. Such barriers shall have a perm rating of
1.0 or less and shall be located between the insulation
material and the conditioned space.
5. Crawl Space Access 0penin2 must be provided by the
Consumer. Any access aoor adjacent to a conditioned
space shall be insulated to R -19.
6. Water Pipe Insulation is a part of under -floor
insulation. A minimum of R -3 shall be required on any
Page 18 of 64
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water pipes not enclosed within the floor insulation,
except higher R- values may be required in areas with
severe winter climates as determined by the
Utility /State. Waste or drain pipes are excluded from
this insulation requirement, except in areas with severe
winter climates as determined by the Utility /State.
7. Water Pipe Heaters shall be installed in localities which
experience sustained periods of subfreezing temperatures
during the winter. Such heaters shall include a
thermostat set at approximately 35 degrees Fahrenheit,
and they shall be placed around all water pipes (both hot
and cold water) in the crawl space prior to installation
of the pipe insulation. Such installation shall conform
to provisions of the National Electric Code.
8. Exterior Perimeter insulation shall be an acceptable
alternative to under floor insulation at the discretion
of the Utility /State. When exterior perimeter insulation
is deemed acceptable it shall be installed as follows:
(a) Only insulation board which has a moisture
absorption rate no greater than 0.3 percent when
tested in accordance with ASTM C- 272 -53 and a water
vapor transmission rate no greater then
2.0 Perm /inch of thickness when tested in accordance
with ASTM C- 355 -73 may be used for this
application. Alternate materials shall be submitted
to the Utility /State for written approval prior to
use. Expanded polystyrene (bead board) is not
acceptable.
(b) Insulation installed shall have a minimum thermal
resistance of R -8 and shall generally not extend
beyond a line projected downward from the outer
surface of the homes siding.
(c) Insulation shall be installed from the bottom edge
of the siding to a depth equal to the local "frost
line" (as determined from local building or water
utility officials) or 2 feet below grade, whichever
is greater. The single exception to this
requirement shall be that insulation shall not be
installed nor excavation take place below the level
of any foundation footing. The purpose of the
exception is to minimize disturbance to the soil
under the foundation.
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(d) Prior to any excavation, the Installer shall reach
an agreement with the Consumer regarding protection
or removal and replacement of any plants or other
items which will be disturbed or damaged by the
excavation. The Installer shall be responsible for
promptly backfilling any required excavations after
work is completed and for replacing all such plants
or items in their original locations, unless
released in writing from this obligation by the
Consumer.
(e) Insulation shall be adhered to the foundation with
an adhesive suitable for the purpose after the
foundation surface has been adequately cleaned and
projections removed. Adhesive shall be installed in
continuous horizontal beads to block insect
infestation.
(f) Insulation material shall be water proofed with a
suitable vapor barrier of aluminum foil or similar
material and shall be protected from mechanical
damage, solvents, mastics, moisture, and ultra
violet light degradation. Above grade, the
insulation shall be covered with a suitable coating
which matches adjacent walls (or previous foundation
surface) in color and general surface appearance.
(Acceptable materials include galvanized sheet
metal, other metals insensitive to corrosion,
cement asbestos board, or Portland cement plaster
(Stucco).- Other materials must be approved in
writing by the Utility /State prior to installation).
(9) A flashing system shall be provided in order to
prevent water from getting behind the perimeter
insulation.
(h) When perimeter insulation is installed with a crawl
space, a ground cover of 6 mil black polyethylene
shall be installed per Section 105.C.1. unless one
already exists.
(i) The Installer shall be responsible to locate,
protect, and if damaged, repair any underground
cables, pipes, utility lines or other obstructions
during excavation.
(j) All exposed ducts located in the crawl space shall
be insulated as specified in Section 107.
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9. Interior Perimeter insulation shall be an acceptable
all:ernattve frUMF under floor insulation at the
discretion of the Utility /State. When interior perimeter
insulation is deemed acceptable it shall be installed as
follows:
(a) A ground cover moisture barrier shall be installed
as specified under 105.C.1. prior to the
installation of insulation.
(b) Insulation installed shall have a minimum thermal
resistance of R -19 where 7ractical.
(c) Insulation shall extend from the bottom surface of
the sub flooring (i.e., including band joist)
downward to the crawl space floor and inward from
the base of the foundation wall a distance of 3 feet
on top of the ground cover. All seams between
adjacent batts blankets or sheets shall be either
continuously taped or stapled (on no more than
6 -inch spacing) along their entire length.
(d) All exposed ducts located in the crawl space shall
be insulated as specified in Section 107.
D. Ventilation
1. Ventilation of Crawl Spaces shall either be determined to
be adequate or shall be made adequate by the Installer as
part of any floor insulation to be installed. Adequate
ventilation shall be considered to be 1 -1/2 square feet
of cross ventilated net -free -area per 25 linear feet of
perimeter wall.
2. Insulation of Inadequately Vented Crawl Spaces shall be
approved on an individual basis by the Utility /State
prior to installation.
3. When Perimeter Insulation is Installed with a crawl
space, (i.e., not a whole -house plenum or slab -on -grade
construction), automatic thermostatically controlled
louvers or manually operated vents shall be installed in
each ventilation opening to the crawl space. Automatic
louvers shall operate such that they are fully closed at
40 degrees Fahrenheit and fully open at 70 degrees
Fahrenheit. Manually operated vents shall be operated in
accordance with instructions provided by the
Utility /State to the Consumer.
106. WALL SPECIFICATIONS
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A. Insulation Levels. Walls determined by the Utility /State to
be for weatherization shall be insulated to a minimum
of R-11.
B. Insulation Materials. Insulation installed in walls may be
mineral blankets or batts, loose -fill mineral fibers, or
loose -fill cellulose complying with the Applicable Federal
Specification. Cellulose materials used shall meet standards
contained in CPSC 1209 and all other requirements which are
not covered under the CPSC regulation but which are contained
in Federal Specification HH- I -515D, or subsequent revisions.
Cellulose manufacturers shall subscribe to an ongoing
laboratory quality control inspection program substantially
equivalent to the "UL Listing" program. In addition,
cellulose shall meet the labeling requirements contained in
CPSC 1404. When unusual conditions exist which may indicate
the use of foam plastics, or their combination with other
materials, such application shall comply with the Uniform
Building Code.
Note: Urea Formaldehyde foam insulation is not acceptable.
C. Installation Requirements. Insulation shall be installed
accoraing to the provisions of the Uniform Building Code and
shall include the requirements listed below as appropriate.
1. A Vapor Barrier, of 1.0 perm or less (including special
Iow -perm paints, foil or vinyl wall papers, or similar
materials) shall be installed on the warm side of the
insulation, unless installation without a vapor barrier
is approved in writing by the Utility /State.
2. Furring Out Concrete or Masonry Walls required as part of
wal nsu fti on sna77 i nc iriaTed as part of the
insulation job.
3. Electrical Wiring; installation, taping, and painting of
gypsum board; as well as other finishing shall be the
responsibility of the Consumer.
D. Exterior Perimeter Insulation shall be an acceptable
alternative to insurattion o basement walls. When perimeter
insulation is installed, it shall be installed as specified in
section 105.C.8. above.
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107. HVAC DUCT SPECIFICATIONS
A. Insulation Levels. HVAC ducts shall be insulated to a minimum
of R -9 in the crawl space, or a minimum of R -19 when located
in the attic.
B. Insulation Material. Duct insulation shall meet the
requirements of Federal Specification HH- I -558B. When located
in unconditioned spaces, and subject to routine human contact,
ducts leading directly into and out of electric furnaces or
heat pump air handlers shall be insulated with insulation
having a facing with a flame spread rating not greater than
50, per ASTM E- 84 -79. If the duct serves more than one
dwelling unit, then the flame spread shall be no greater than
25.
C. Installation of duct insulation, when required, shall include
repairing duct supports, taping duct joints and elbow
segments, and sealing boot entries at the floor. All duct
joints shall be taped before insulating. Batt facing shall be
outside for mechanical protection of the insulation.
D. Ceiling Duct Systems (whether supply or return ducts of a
functioning circulating air system) shall be joint -taped
before any ceiling insulation is applied.
108. WINDOW SPECIFICATIONS
A. Definitions
1. Prime Window. The original window to which a storm
window or a replacement, multi glazed unit is added to
provide greater thermal resistance.
2. Lite. Also known as pane. The glazed parts of the frame
rough which light passes (e.g., reference to a 2 or
3 Lite horizontal sliding window means that there are 2
or 3 individual glass sections within the window unit).
3. Sash. A fixed or moveable framework in which panes of
glass are set.
B. Acceptability. Only windows that comply with the applicable
provisions listed below shall be acceptable for installation
under this program. The Utility /State may require additional
data not shown below to indicate the product's conformance to
other applicable standards and test methods. Some of these
standards and test methods are indicated in this specification
under specific window types.
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1. Aluminum exterior storm windows certified under the
Architectural Aluminum Manufacturers Association (AAMA)
program are automatically acceptable.
2. Exterior storm windows which have written documentation
indicating satisfactory laboratory test results for all
of the requirements contained in the AAMA storm window
specification 1002.10 -1980 are automatically acceptable.
3. Interior or exterior storm windows not automatically
acceptable under either provision (1 or 2) above shall be
approved in writing by the Utility /State prior to
installation. The Utility /State shall require that the
manufacturer supply a sample of each window design for
evaluation and provide independent test data (from a
mutually acceptable laboratory) indicating a specific
infiltration performance capability. Exterior storm
windows shall have an air infiltration rate no greater
than 2.0 cubic feet per minute for each linear foot of
crack at the static pressure difference of 1.56 pounds
per square foot. Interior storm windows shall have an
air infiltration rate no greater than 0.5 cubic feet per
minute for each linear foot of crack at a static pressure
difference of 1.56 pounds per square foot. "Picture"
storm windows (i.e., interior or exterior storm windows
which are installed to existing fixed, nonoperable
windows) are not required to have the specific
infiltration performance capability as indicated above.
4. Replacement Prime Window units shall satisfy the
applicable window standard contained in Appendix A; or be
approved in writing by the Utility /State prior to
installation. If approval by the Utility /State is
necessary then the Utility /State shall require that the
manufacturer provide a sample of each window design for
evaluation. In addition, replacement Prime Windows shall
have independent test data (from a mutually acceptable
laboratory) indicating an air infiltration rate no
greater than 0.5 cubic feet per minute for each linear
foot of crack at a static pressure difference of
1.56 pounds per square foot. Also, replacement Prime
Windows shall have a thermal conductance of no more than
0.7 Btu /hr ft °F, corrected for framing, for exterior
wind velocity of 15 mph. (Note: Replacement Prime
Window units which incorporate sealed, insulating glass
shall have the glass units certified under a SIGMA
approved program as indicated in Section 108.I.1.)
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5. Replacement multi- glazing (including Sash replacement)
shall be approved in writing by the Utility /State prior
to installation. The Utility /State shall require that
the manufacturer provide a sample of each unit design for
evaluation. (Note: Replacement multi glazing shall use
sealed, insulating glass unit certified under a SIGMA
approved program as indicated in Section 108.I.1.)
6. Sash mounted storm windows (single glazed windows which
are affixed to Prime Window Sashes) shall be approved in
writing by the Utility /State prior to installation. The
Utility /State shall require that each manufacturer
provide a sample of the window design for evaluation.
The window shall be designed so that when installed it
does not reduce the air infiltration of the existing
window.
C. Safety Glass Requirements. Safety glass shall be used under
the foliowing conditions:.
1. In windows adjacent to a door whose nearest vertical
edge is within 12 inches from the door in a closed
position, and whose bottom edge is below the level
of the top of the door, or
2. In windows and storm windows subject to human impact
(e.g., adjacent to a walking surface, or in a
location to be construed as an entrance or exit) but
not including the following:
(a) Lites for which the smallest dimension is less
than 18- inches.
(b) Lites whose bottom edge is more than 18- inches
above a walking surface and the portion below
the Lites is filled with an opaque material.
(c) Lites protected by guardrails, handrails,
safety bars, or other barriers to protect the
Lites from human impact which have been
approved by the appropriate building code
official or agency.
D. Materials Requirements. All materials shall be of sufficient
strength ana aurability so as to resist damage or distortion
from wind loads, thermal stress (including that due to solar
gain), or induced installation stresses.
Page 25 of 64
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1. Framing and Sliding Members of storm windows may be wood,
aii uminum, or uftraviof t- resistant rigid vinyl equivalent
to B. F. Goodrich Geon 7080 or Ethyl Corp. 5006. Other
materials are not acceptable unless approved in writing
by the Utility /State.
2. Glazing for exterior storm windows, replacement Prime
Windows, replacement multi glazing and Sash mounted storm
windows are restricted to glass unless otherwise
specified by the Utility /State in writing. All Lites
shall be of good quality glazing materials, and shall
meet Federal Quality Control Specifications DD- G -451D and
DD- G- 14038. Tinting glazing shall not be used on any
window type mounted inside of the existing Prime Window.
3. Maximum Allowable Areas for wood or aluminum framed
winaows wfiTch can nave a particular thickness of glazing
material shall be as follows:
Single strength glass 11 square feet
Double strength glass 20 square feet
3/16 -inch thick glass 40 square feet
Allowable areas for vinyl framed windows which can have a
particular thickness of glazing material shall be as
follows:
Single strength glass not allowed
Double strength glass 17 square feet and less than
4 feet vertical measurement
3/16 -inch thick glass 25 square feet
No vinyl- framed single Lite shall exceed 25 square feet
or the areas noted above unless approved in writing by
the Utility /State.
These areas are based on an average wind pressure of
18 psf, window height above ground of less than 30 feet,
and float type glass. However, where actual conditions
exceed these values, the maximum allowable area shall be
reduced according to the provisions of AAMA 302.9. Areas
for vinyl framed windows also should be reduced
proportionally.
4. Storm Window Lites shall not exceed 20 square feet in
area unless approved in writing by the Consumer prior to
E. Installation
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installation. For larger units, the Installer shall
inform the Consumer of potential difficulty and hazard of
removing such units for cleaning, and relative advantages
of substituting a sealed insulating glass unit.
1. Windows Shall be Permanently Affixed. Opening Prime
meows, wnen wea ierizeo, shall remain operable without
the removal of the storm window frame. For ease of
operating prime sliders and storm sliders, both shall be
so arranged that interior access to latches is not
impaired or made difficult. Picture storm windows shall
not be installed over operable storm windows. All window
combinations shall provide an easy and accessible method
of sash removal to accommodate washing and cleaning of
both storm and prime glazings.
2. Quality Control
(a) Correct size, shape, and type of windows for the
openings shall be assured by the Installer. Each
one shall be measured for appropriate clearances and
°out -of- squareness" to match the Prime Window or
prime opening. The window may need to be adjusted
to be square, plumb, and level without distortion to
the window parts, upon installation.
(b) Distortion of storm frames to fit uneven prime
frames, empty drill holes, split blind- stops,
makeshift innovations to mask size mismatches, and
all similar evidences of nonprofessional application
are not allowed in this Program and shall be
corrected by the Installer.
(c) Prime Window frames and Sashes must be free of
deterioration and structurally sound before storm
windows or replacement multi glazings are
installed. Sources of evident water penetration
through prime openings shall be located and
corrected. Necessary repairs to Prime Window
members or Lites shall be accomplished by the
Consumer prior to installation of storm windows.
(d) When determined to be appropriate by the
Utility /State, complete replacement of the Prime
Window with multi glazing will be acceptable.
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Similarly, where determined to be appropriate by the
Utility /State, complete Sash replacement with
multi glazed Sashes will be acceptable.
For purposes of this provision multi glazed window
means a window constructed with either a sealed
insulated glass unit certified under a
SIGMA- approved program, or two layers of glass
specifically incorporated in the window Sash having
at least a 1/2 -inch spacing between layers, and one
layer of glass is removable to allow for cleaning.
Replacement windows and Sashes shall meet the
minimum requirements for storm windows with respect
to life expectancy, and operating characteristics.
(e) Hardware and fasteners shall be aluminum, stainless
steel or other noncorrosive materials compatible
with the window.frame material. Cadmium or
zinc plated steel, where used with aluminum windows,
shall be in accordance with ASTM B- 633 -78 or
A- 165 -80. Aluminum or wood storm frames shall be
permanently anchored with screws through the web as
recommended by the manufacturer. Vinyl storm window
frames shall be permanently anchored with screws
through the web at 5 -inch centers. The screws must
be long enough to penetrate through the frame and
anchor in the structural framing. No single side of
the frame shall in any case contain fewer than three
anchor screws.
(f) Glazing sealants shall be resilient, nonhardening
compounds, tapes, or gaskets with established long
life expectancy.
(g) Effective infiltration barriers shall be provided by
proper sealing or weatherstripping of the storm
window to provide a tight dead -air space (3/4 -inch
to 4- inches) between existing Lites and storm Lites.
A weather tight, infiltration -tight caulking or
gasket shall be applied between the storm frame and
Page 28 of 64
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the prime jamb or blind -stop. Such material shall
have the thickness and resiliency to adjust to and
fill voids between frames. This seal shall be
continuous across the top and down each side. The
Installer shall provide a means of preventing and
relieving excessive condensation between the storm
window and prime unit. The Installer is responsible
for correcting condensation conditions which are
identified during the first year after original
installation.
(h) Any bare wood, whether exposed or added, shall be
finished with a sealer to prevent future warping or
swelling. Consumers shall be advised that color
matched painting must be arranged separately from
this Program.
(i) Framing members of new window Lites shall align
visually with those of the Prime Window, unless
otherwise approved by the Consumer.
(j) Contact areas shall be free of protrusions which
will interfere with proper installation of storm
windows.
(k) Aluminum storm windows shall employ a thermal break
of vinyl or elastomeric material specifically
manufactured for this purpose to prevent any
metal -to -metal contact of the frame to the prime
frame, or to any metal window trim.
(1) Materials damaged in shipment or in assembly shall
not be used.
(m) Mitered Butt Joints of frame members having cracks
of 1/32 -inch or greater shall be sealed or caulked
with compatible, visually acceptable material.
Empty screw holes or other minor penetrations shall
be similarly treated.
3. Caulking of Prime Window frame /house- siding cracks is
3iscussed in Section 113 Caulking.
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F. Operable Exterior Storm Windows
1. Operable Exterior Storm Windows Shall Meet the General
Material and Installation Requirements for all window
types as noted e sewnere in this specification.
2. Storm Windows which are placed in the screen track of the
Prime WiTiBows are not acceptable for this Program.
3. Installed Units Shall Not Rattle in high wind.
4. All Sliding Panes or associated channels shall be fitted
with infiltration and weather barrier devices.
5. Meeting Rails of sliding storm windows shall be provided
with a durable, effective, infiltration barrier. Windows
with meeting rails 30 inches or longer shall also include
a mechanical interlock on the meeting rails. In no case
shall glass in sliders contact other glass in any
position.
6. Locks or Latches (or spring- tension in pressure /friction
channels) on vertical sliding windows shall be designed
to hold the Sash secure and level in ventilating
positions.
7. When Glazed Sashes are allowed to "free fall" the maximum
distance provided by latch positions, they shall
automatically stop in the next -lower latch position.
Latches shall be of sufficient strength and durability to
prevent their breakage or failure. Pressure /friction
controlled sliders shall effectively prevent "free fall."
8. The Lowest Latch Position shall provide an open space of
at least I inch but no more than 2 inches between the
rail and sill. An exception shall be a pressure /friction
slider.
9. Security Locks are not required.
10. All Sliding Units shall be of sufficient combinations of
grass s i er -rrame rigidity to prevent bowing after
installation.
11. All Operable Windows shall be of design, materials, and
finish which will ensure they will operate as originally
designed for their full life expectancy.
Page 30 of 64
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12. Screens Shall Be Furnished with all storm window
systems. However, exceptions are allowed. Screens for
outward opening casement, awning or hopper window types
are not required where there are no existing screen(s) or
where the existing screen(s) remain fully functional. In
addition, screens for other window types need not be
supplied with the storm windows where existing screen(s)
remain fully functional. Replacement screen(s) are
required where an existing screen must be removed for the
storm window installation.
13. Weatherstripping. Wherever feasible, installers shall
replace worn or damaged weatherstripping or sealants on
the prime assembly when it is weatherized. This includes
replacement of the meeting rail weatherstripping. All
materials used shall be compatible to the manufacturer's
slider system and shall be a permanent repair or
replacement.
G. Inside Storm Windows Glass Glazing
1. Inside Storm Windows Made With Glass Glazing Shall Meet
tie ieneraf Rateriai and Requirements tor
WT, window types as noted e sewnere in this
specification. In addition, they shall meet the
requirements for operable exterior storm windows where
installed with operable existing Prime Windows.
2. Inside Storm Windows Shall be Permanently Attached to the
crime winaow opening in a workmanlike manner.
3. The Window Shall be Mounted inside the master frame,
Within J74- inCfi 4 inc eS of the prime Lites.
Clearance must be allowed for Prime Window operation,
removal, and cleaning. Where design of the Prime Window
precludes mounting the storm window inside the master
frame, the storm window may be mounted in some other
manner approved in advance by the Consumer.
4. Inside Storm Windows Shall Have a Seal to provide greater
air tigntness than the exterior Prime Window. The storm
window frame shall be installed using glazing tape,
caulking or other effective sealant system such that the
joint between it and the Prime Window or the surround is
completely sealed for the expected life of the storm
window. In addition, the corners of the Prime Window
casement (vertical and horizontal members which frame the
window opening) and between the casement and the storm
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sealed with a suitable
infiltration is effectively
space and the adjacent wall
window frame shall be neatly
low- visibility caulk so that
blocked between the dead air
cavity.
5. Inside Storm Windows Shall be
window opening so as to match
existing opening.
H. Inside Storm Windows Non -Glass Glazing
1. Inside Storm Windows made with Non -Glass Glazing Shall
Meet the General Installation Requirements for all window
types as noted elsewhere in tnis specitication.
2. The Glazing shall be self- supporting with a minimum
Tc ness of .080 inches.
Custom Fitted to each
the size and shape of the
3. The Glazing shall maintain clarity, surface lustre and
impact resistance for the expected life of the storm
window.
4. The Glazing shall add a minimum of R -1 to the existing
Prime Window thermal performance.
5. The Glazing shall not soften or deform up to a
temperature of 180 F.
6. The Glazing shall have an initial Rockwell Hardness of at
least M -90 or more as measured by ASTM D- 785 -76.
7. The Glazing shall be colorless with a minimum of
percentight transmission for a minimum of 5 years as
measured by ASTM D- 1003 -77. Copies of manufacturer's
test data shall be furnished to the Utility /State upon
request. The glazing shall be virtually free of
objectionable visual aberrations, inclusions or
distortions. The amount and severity of such distortions
are subject to the process by which the material is
manufactured. As a general rule its visual
characteristics shall be the same as float glass (e.g.,
continuous or batch cast virgin acrylic).
8. Inside Storm Windows Shall be Custom Fitted to each
winaow opening so as to matcn the size and shape of the
existing opening.
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9. The Window Shall be Mounted inside the master frame,
Wenn J74 -magi of the prime Lites.
Clearance must be allowed for Prime Window operation,
removal, and cleaning. Where design of the Prime Window
precludes mounting the storm window inside the master
frame, the storm window may be mounted in some other
manner approved in advance by the Consumer.
10. Inside Storm Windows Shall Have a Seal to provide greater
air tightness than the exterior Prime Window. The storm
window frame shall be installed using glazing tape,
caulking or other effective sealant system such that the
joint between it and the Prime Window or the surround is
completely sealed for the expected life of the storm
window. In addition, the corners of the Prime Window
casement (vertical and horizontal members which frame the
window opening) and between the casement and the storm
window frame shall be neatly sealed so that infiltration
is effectively blocked between the dead air space and the
adjacent wall' cavity.
11. Inside Storm Windows Shall be Permanently Attached to the
Prime Window opening in a workmanlike manner. However,
magnetic attachment for non -glass glazed inside storm
windows is allowed with the following conditions:
(a) The magnetic holding force shall be at least 6.0 lbs
per linear feet around the window perimeter when
such force is applied perpendicular to the window
surface.
(b) On Prime Windows which are not operable, permanent
attaching clips or other suitable fasteners shall be
installed to prevent movement and removal of the
window under normal conditions. The clips shall be
able to be removed or disengaged to allow for window
cleaning and maintenance.
(c) On windows greater than 12 square feet, clips or
similar positioning devices shall be installed to
prevent movement of the window in any direction
parallel to glazing surface. These clips shall not
prevent the removal of the window. Clips are not
required under this provision if the storm window
fits into the window opening and is effectively
blocked from moving in a direction parallel to the
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glazing surface. A method shall be provided for
removing the window such as a pull tab or handle.
12. Cleaning Instructions shall be permanently attached on
eacn insiae storm window in a prominent location on the
glazing surface or frame. The instructions shall
recommend a suitable cleaning solvent and wiping cloth.
Contractors shall also supply sample cleaning solvent and
wiping cloths after completion of the installation.
In addition, the label shall provide information
regarding where repair service and additional cleaning
supplies are available.
I. Multi- Glazing for Replacement of Prime Windows, Lites and
Prime Window Sashes and Lites.
1. Multi- Glazed Windows which incorporate sealed, insulating
glass s Thal l have t f e glass certified under a SIGMA
approved program as, at least, Class A effective June 1,
1983. This certification means the manufacturer is
participating in a continuing quality assurance program
which requires compliance with ASTM E- 774 -81. Certified
units shall be marked by the manufacturer either on the
inside of the spacer piece located between the two panes
of glass, on the glass itself or on a nonremovable label
effective June 1, 1983. It indicates the certifying
agency (e.g. ALI or IGCC) and the class or classes which
the unit meets.
2. Multi- Glazing Shall Not be Installed where Sash material
has deteriorated or does not possess adequate strength,
support, or anchorage for the double panes. Sources of
water penetration through the prime Sash or prime framing
must be located and corrected before installing
multi glazing. Structural repairs or replacements must
be accomplished prior to window weatherization and are
the responsibility of the Consumer. However, as noted in
Section E.2.d., above, complete replacement of the window
or Sash is acceptable when determined to be appropriate
by the Utility /State.
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3. Maximum Allowable Areas which can have a particular
thickness of g� azing material in the multi glazed unit
shall be as follows:
Single strength glass 16 square feet
Double strength glass 30 square feet
(Based on an average wind pressure of 18 psf, window
height above ground less than 30 feet, float type glass,
and factory fabricated double glazing.) However, where
conditions exceed these values, the maximum allowable
area shad be lowered according to the provisions of
AAMA 302.9.
4. Installers shall insure that multi glazed units are
constructed to the proper size and type for the opening
and shall include tolerances and provisions for
"out -of- squareness" of the existing frame opening.
5. Sealed Units shall be free of condensation, fogging, or
staining, and the materials and installation procedures
employed shall ensure that the integrity of the
multi glazed seal is maintained.
6. A Thermal Barrier shall be installed between the sealed,
insulating glass unit and the perimeter surfaces of any
metal retaining frame. If the window is not constructed
with a sealed glass unit, then a thermal barrier at the
perimeter shall be installed between the two layers of
glass.
7. Glazing Compounds and Gaskets shall be installed with a
slope so as to ensure rainwater run -off. Such compounds
shall not contact the seal of the multi glazed unit or
the material shall be shown to be chemically compatible
with the seal of the multi glazed unit.
8. When Installed, all clearances and normal "bite"
lcontainmenff the glass) shall remain as specified by
the manufacturer.
9. Edges of Multi- Glazed units shall have no edge damage, no
hairline cracks at the periphery, and no holes in the
edge sealants. Materials damaged in shipment or
installation shall not be used.
10. Screens shall be provided with all operable complete
window replacements. Screens shall also be provided with
replacements for sashes and lites when existing screens
are rendered inoperable by the replacement Sashes.
J. Sash Mounted Storm Windows
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1. Sash Mounted Storm Windows Shall Meet the General
R teri a i and installation Requi remen{s'tor ail window
types as notes eisewnere in tnis specification.
2. Sash Mounted Storm Windows shall be permanently affixed
to the existing Sash of the Prime Window or to the
existing glazing at its edge near where it penetrates the
prime rail or stile. They shall not be installed where
the existing Sash is damaged or otherwise structurally
unsuitable. Complete Sash replacement is acceptable
where determined to be appropriate by the Utility /State
as noted in Section 108 E.2.d.
3. Storm Windows Shall Not Be Mounted over Prime Windows
whose glazing is cracked or broken. It is the Consumer's
responsibility to repair the existing glazing before
installation of the storm window.
4. Installation of the Storm Window shall not restrict or
excfie the operation of the Prime Window. In addition,
installation shall not be made where an existing screen
must be permanently removed unless a new screen is
installed.
5. A Suitable Weather- Resistant Seal shall be installed
between the Prime Window Sash and the storm window. If
the storm window is mounted on the exterior side of the
Prime Window, then the seal shall be water resistant. In
general, the storm window shall be designed and installed
to prevent water from entering and collecting between the
existing glazing and storm window.
6. Storm Windows Shall Be Mounted so that at least a,
iR -incn airspace resuits between the glazings.
7. A Thermal Barrier shall be employed where there is metal
to metal contact between the existing window and the
storm window.
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8. Storm Windows Shall Be Designed so that they can be
removed the Prime Win ows to allow for periodic
cleaning.
9. The Existing Sashes shall be determined to be adequate by
K. Skylights
1. Existing Single Glazed or Damaged Skylights shall be
replaced with multiple glazed skylights which meet the
requirements of the Uniform Building Code, when
determined to be appropriate by the Utility /State.
2. Alternatively, Existing Skylights May be Modified by
adding glazing, inside or out, as appropriate. inese
skylight modifications shall meet the requirements of the
Uniform Building Code.
109. STORM DOOR SPECIFICATIONS
A. Definition:
the utility state for supporting the additional weight of
the storm window. After installation, the Sashes shall
operate safely and in a manner similar to that before
installation. In particular, for double hung windows,
the Sashes shall remain in any position and not free fall
due to the extra weight of the storm window.
Prime Door. The original door to which a storm door is to be
added to provide greater thermal resistance.
B. Materials Requirements
1. Storm Doors May be of Either Wood or Aluminum Finish and
sha11 i nc t uTC e removab) a or se store ng'flTtes and
screen(s). Doors which meet the applicable
specifications in Section 116, Appendix A (Tables 1 and
2) and are constructed using either continuous piano -type
hinge, stainless steel hinges or aluminum hinges with a
thickness not less than .080 inch (and with nylon or
similar type material bearings) shall be automatically
acceptable. Otherwise samples shall be submitted to the
Utility /State for examination and written approval prior
to installation and will require that each manufacturer
have independent test data (from a mutually acceptable
laboratory) indicating a specific infiltration
Page 37 of 64
Energy Conservation Agreement
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performance capability. Doors shall have an air
infiltration rate of no more than 5.0 cubic feet per
minute per square foot of rough open area at a static
pressure of 1.56 pounds per square foot.
2. In Addition, Aluminum Doors Which are not automatically
acceptable shall meet the following minimum structural
requirements. Aluminum storm door frames (stiles and
rails) shall not be less than 1 -inch thick by 2 inches
wide with a minimum wall thickness of not less than
.050 inches. Z -bar construction shall have a wall
thickness of no less than .040 inch. Kick panels shall
be at least 13 inches high with a thickness no less than
.032 inch. The door shall be so assembled that damaged
components (especially screens or movable windows) can be
readily repaired or replaced, using commonly available
hand tools. These structural requirements are waived for
AAMA certified doors. Doors shall be constructed with
weatherstripping all.around between the jamb and storm
door as well as a "sweep" at the bottom.
3. Note: The Utility /State reserves the right to identify
and refuse any storm door, at any time it deems the door
not satisfactory for the life expectancy requirements of
this Program. See Section 116 Appendix A (Table 2) for
specifications.
4. Quality and Strength of assembled components shall meet
requirements of Chapter 54 of the Uniform Building Code
for human impact and use.
5. Glazed Components Shall be of Tempered or Safety Glass
or, wnen approved in writing by the Utility /State, of
other rigid material of equal strength, clarity, high
resistance to ultra violet degradation, and of high
tolerance to abrasive scratching. All lites shall meet
Federal Quality Control Specifications DD- G -451D and
DD- G- 14038. Jalousie -type glazing is not acceptable.
6. A Vertical or a Horizontal Moving, Glazed, Sash Frame
snail be contained by the frame of the storm door in
snug, weather -tight channels. Meeting rails, top /bottom
rails, and side rails in this frame shall be
weatherstripped with full pile or otherwise physically
connected so as to provide a weather -tight seal.
Page 38 of 64
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7. Nonstandard Doors. Upon a Consumer's specific request,
aestTetic and special treatments will be accepted on an
individual installation basis (e.g., full -view
fixed glazing, ornamental treatments with
fixed glazing). Such special features and resulting
additional costs shall be identified separately to the
Consumer, and shall not be part of this Program.
8. Operating Sashes Shall not be Operable or Removable from
outside when in the closed position. Sashes shall have
self activating locks or latches, or other hardware
designed to hold the sash secure and level in ventilating
positions.
9. When a Glazed Sash is Allowed to "Free Fall" the maximum
distance provided by latch positions, it shall
automatically stop in the next -lower latch position.
Latches shall be of material of sufficient quality and
strength to prevent latch breakage or failure throughout
the life requirement of the door.
10. Hardware and Fasteners Shall be Aluminum, stainless steel
or otner noncorrosive materials compatioie with the
window frame material. Cadmium or zinc plated steel,
where used with aluminum windows, shall be in accordance
with ASTM B 633 -78 or A 165 -80. Automatic closures,
storm chains, and latches are required. Security locks
are optional.
11. Construction, Hinging, and Installation shall be of
strength and durability to withstand, under normal wear
and tear, breakage, sagging, or deflection which would
impair its normal closure or impede the normal sliding,
removal, or insertion of screened or glazed sashes, for
the useful life expectancy of the storm door and prime
members to which it is attached.
12. The Contractor Shall Ensure that the storm door is
construe ana installed to the correct size and type
for the opening, and shall include tolerances and
provisions for "out -of- squareness" of the existing frame
opening.
13. Prime Door Framing Shall be Free of Decay and structually
sound, tor anchorage to the storm door trame. Structural
deficiencies shall be corrected by the Consumer before
the storm door is installed.
14. Protrusions on the Prime Door Frame, which would
interfere with proper installation of the storm door,
shall be removed prior to weatherization.
15. Any Bare Wood, whether exposed or added, shall be treated
With a sealer to prevent future swelling or warping.
Consumers shall be advised that color matched painting
must be accomplished separately from this Program.
C. Installation Requirements
1. The Contractor Shall Ensure that the storm doors operate
freely and do not bind in the openings, and that no gaps
or openings exist around the perimeter which will negate
the weather barrier integrity of the storm door. The
bottom expander (sweep) shall be permanently attached and
adjusted to contact the door sill to ensure weather
tightness and proper operation. A threshold extension or
additional threshold shall be installed where necessary.
Required closer and chain assemblies shall operate
properly. The door handles and latch or lock assemblies
shall secure and latch properly. The storm door hardware
shall not interfere with the operation of the Prime Door.
2. Doors Damaged in Shipment or in Installation shall not be
used.
3. The Final Step of the installation process shall be the
cleaning of the storm door lites inside and out. This
requirement is waived if weather conditions make cleaning
unfeasible or with the approval of the Consumer.
110. SLIDING AND FRENCH (ATRIUM) DOOR SPECIFICATIONS
A. Definitions
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Prime Door The original door to which a storm door or
muitipane unit is added to provide greater thermal resistance.
Lite Also known as pane. The glazed parts of the frame.
B. Insert Requirements
1. Double Glazed Insert Kits, Framed Double Glazed
TaTiacements, or a total Replacement with a 40W Double
M azed Assemfi y are an automatically acceptable if
Page 40 of 64
Energy Conservation Agreement
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their sealed insulating glass units are certified under
the SIGMA program (ASTM E- 774 -81 Class B standards) and
meet the applicable sliding door standard contained in
Appendix A. Units which have certified glazing but do
not meet the applicable door standard may be approved by
the Utility /State in writing prior to use. Single glazed
Add -On Secondary Doors are also acceptable. Appropriate
performance test reports may be required from an
independent test laboratory.
2. Doors Certified Under AAMA are automatically acceptable
un3er this Program. Ron- certified doors must he approved
by the Utility /State in writing prior to installation and
will require that each manufacturer have independent test
data (from a mutually acceptable laboratory) indicating a
specific infiltration capability. (Doors shall have an
infiltration rate no greater than 1.0 cubic feet per
minute per square foot of overall frame dimension.)
3. Double Glazed Insert Kits, when installed for
weatherization, sfiin require a solid -metal roller system
replacement for any existing plastic rollers or for
deteriorating metal rollers. Either tandem rollers or
stainless steel track covers shall be required under
sliding, double glazed Lites over 3 feet wide.
Regardless of slider width, a deteriorated track system
shall be replaced or retrofitted with track covers.
4. Glazing Shall be Restricted to Glass unless otherwise
specitned"by the Utility /State in writing. The
thickness, strength, and quality of glass and glazing
shall meet with the requirements of Chapter 54 of the
Uniform Building Code and CPSC 1201. All Lites shall be
of distortion -free, good quality glazing, and shall meet
Federal Quality Control Specifications DD- G -451D and
DD- G- 1403B.
5. Weatherstripping to replace worn or damaged
weatherstripping or sealants on the prime assembly shall
be required when it is weatherized. This includes
replacement of the meeting rail weatherstripping. All
materials used shall be compatible to the manufacturer's
slide system and be a permanent repair or replacement.
Page 41 of 64
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6. Screens Shall be Provided with all complete door assembly
replacements. Screens shall also be provided with double
glazed insert kits or framed double glazed door
replacements, when existing screens are rendered
inoperable by the insert or door.
C. Storm Door Requirements
1. Framing and Sliding Members Shall be Wood, Aluminum, or
Other Materials as approved in writing by the
Utility /State. Retrofit systems shall have the
durability to provide a maintenance -free installation,
under normal wear and tear, following weatherization.
They shall be completely weatherstripped and be capable
of trouble free service over its expected life.
2. Screens Shall be Provided with all new storm door
systems, unless serviceaole screens are already in place
on existing doors which will remain fully operable and
are easily removable following installation of the storm
door.
3. Prime Opening Members Shall be Free of Decay and
structurally sound to provide ancnorage ana support for
the existing (or added) slider. Any deficiencies shall
be corrected separately from this Program by the Consumer
before the affected weatherization Measure is installed.
4. Any Bare Wood, whether exposed or added, shall be treated
with a sealer to prevent future swelling or warping.
Consumers shall be advised that color matched painting
must be arranged separately from this Program.
5. Gaps and Cracks exposed to the elements shall be caulked
on Dotn existing and added framing members.
6. Weatherstripping shall be required to replace worn or
damaged weatherstripping or sealants on the prime
assembly when it is weatherized. This includes
replacement of the meeting rail weatherstripping. All
materials used shall be compatible to the manufacturer's
slide system and be a permanent repair or replacement.
111. INSULATED ENTRANCE DOORS SPECIFICATIONS
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D. Final Inspection
1. Upon Installation Com letion, units shall operate
smoothly and proper y. ar ware shall be durable,
function properly, and not create interference. When
closed, the entire assembly shall provide a complete
weather barrier to the entire prime opening.
2. Materials Damaged in Shipment or During Installation
shall not be used.
3. The Final Step of the Installation process shall be the
cleaning of door Lites inside and out. This requirement
is waived if weather conditions make cleaning unfeasible
or with the approval of the Consumer.
A. Installation Criteria
Damaged or Otherwise Unserviceable Prime Entrance Doors may be
replaced with insulated core doors under this Program at the
request of the Consumer, provided the Utility /State determines
such replacement to be appropriate. Such doors shall be
installed in lieu of storm doors for a given opening.
Installers shall separately identify costs of a standard flush
door and extra cost features (e.g., decorative panels). Any
Consumer- requested Lites shall be double glazed and no more
than 10 percent of the door area in order for the door to be
covered by the Program.
B. Materials Requirements
1. Replacement Doors Shall. Have a Minimum Thermal Rating of
R
2. Glazed Components Shall be of Glass. All panes shall
meet the latest revision of Federal Specifications
DD -G -451 and DD -G -1403.
3. Insulated Replacement Doors are Automatically Acceptable
17-They are cerfiti ed the manufacturer as meeting fie
requirements of the ISDSI Standards listed in Appendix A
(Table 2). Noncertified doors must be approved by the
Utility /State in writing and will require the
C. Installation Requirements
112. WEATHERSTRIPPING SPECIFICATIONS
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Energy Conservation Agreement
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manufacturer's independent test data (from a mutually
acceptable laboratory) regarding the door's infiltration
performance. The Utility /State may require data
indicating conformance to other applicable standards.
(Doors shall have an air infiltration rate of no more
than 0.5 cubic feet per minute for each linear foot of
crack at a static pressure of 1.56 pounds per square
foot.)
4. Attached Hardware, screws, rivets or other fasteners
shall be compatible to the materials with which they are
used and shall be protected from galvanic or weather
caused corrosion.
1. Existing Lock(s), if serviceable, shall be removed from
the existing entrance door(s) and placed on the insulated
door(s). If existing lock(s) are unserviceable, they
shall be replaced in kind or with equivalent quality
locks, keyed for the original keys (unless the Consumer
requests otherwise). Any incremental increase in costs
resulting from a Consumer request for improved lock
quality shall be itemized separately, and paid for by the
Consumer.
2. Replacement Doors May be Either Complete Prehung Units or
Uoor Replacement Only, depending on the structural
strength ana suitability of the existing door casing.
3. New Prime Doors Shall Operate Freely and not bind, and no
gaps or openings shall exist around the perimeter which
might negate the weather tight integrity of the door.
Door hardware and lock assemblies shall properly function.
A. Weatherstripping shall be with materials appropriate for the
application and expected life noted in Section 103A.
B. Weatherstripping of Prime Doors (including doors into
garages), and the repair or replacement of thresholds worn to
ineffectiveness shall be installed when determined to be
appropriate by the Utility /State.
C. Door Weatherstripping shall be of the following types:
1. Hollow, cold weather, vinyl tube type which is affixed to
a prepunched aluminum flange or extrusion;
2. Spring bronze cushion weatherstrip;
3. Nylon "V" strip;
4. Interlocking metal weatherstrip; or
5. Two piece, magnetic bellows -type weatherstrip.
Other types of weatherstrip material shall be submitted to the
Utility /State for examination and written approval prior to
use.
D. Door Bottom Weatherstripping shall be of the type in which an
aluminum shoe with a vinyl or neoprene gasket insert is
attached to the bottom, or recessed into the bottom, of the
prime door. An automatically retractable door bottom closure
is an acceptable alternative. Front door applications of
automatically retractable closures shall be concealed, mortise
type with a neoprene sealer. The surface mounted type of
automatically retractable closure, with a vinyl sealer, is
acceptable for other doors. Installation of automatically
retractable closure shall include the installation of the
companion striker plate.
E. Threshold Replacement, or repair, shall be necessary only when
wear or other damage makes door bottom weatherstripping
ineffective. Replacement may be of wood, aluminum, or vinyl
tube (for insert thresholds).
Attic and crawl space access hatches (or the opening itself)
shall also be weatherstripped with appropriate materials (such
as self- adhesive foam), if they open to a conditioned space.
113. CAULKING SPECIFICATIONS
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A. Caulking Shall be Applied Where Determined to be Appropriate by
the Utility.
B. Caulking Shall be Silicone Rubber, Polyurethane, Polysulfide,
or Acryiic ierpoiymer conforming to Federal Specifications
ITUfga in Appenuix i lTable 1), or material demonstrating
equivalent performance in resiliency and durability.
Page 45 of 64
Energy Conservation Agreement
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C. Cracks Greater Than 3/8 -inch Shall be Repaired by filling with
a sui fab'1 a material prior to caulking. sui f51 a materials
include closed -cell polyethylene rod (e.g., that manufactured
by Hercules, Inc. of Middletown, Delaware), treated natural
fiber twine, synthetic twine, or equivalent materials. Cracks
of less than 3/8 -inch shall be caulked. Caulking shall be
limited to those cracks associated with heated spaces.
114. CLOCK THERMOSTAT SPECIFICATIONS
A. Clock Thermostats Shall Only be Installed when determined to
te
be appropria by the Utility /state. foie thermostat shall be
a "low- voltage" type, and shall meet the requirements of NEMA
DC 3 -1978.
B. The Clock Shall be Easily Programmable by the Consumer and
shall be at least a 24 -hour type. Seven day clocks are
preferred. In addition, the thermostat shall allow for at
least two separate set -back periods per day (i.e., day as well
as night set back). Where central air conditioning is present,
the thermostat shall allow for summer "set -up" as well as
winter "set- back" control.
C. The Thermostat Shall have Independent Adjustment capability
for t ei`set -up" and "set -ba ck temperatures.
D. Thermostats Shall be Installed in Compliance with Local Codes
and the manufacturer's instructions by qualified personnel.
E. Thermostats used with heat pumps shall be capable of
restricting the use of electric resistance elements during the
normal temperature pick up periods. Such thermostats shall be
designed so that the temperature pick -up is accomplished by
using heat pumping as much as possible and electric resistance
elements only when necessary. This may be accomplished either
by inhibiting electric resistance elements or by applying an
electronic control technique which allows for the operation of
electric resistance elements only when the heat pump will be
unable to attain the setpoint within a suitable recovery
time. The Utility /State shall approve each heat pump
thermostat model, in writing,. prior to installation.
F. The Installer Shall Provide Instruction Materials to the
Consumer and explain the clock thermostat's operation and
method of adjustment to one or more members of the household.
115. DEHUMIDIFIER SPECIFICATIONS
A. Dehumidifiers Shall be Installed only in those cases where
actual high moisture conditions exist in a home. Consumers
shall be advised, where appropriate, that it may be less
expensive to install exhaust fans in high moisture areas
(i.e., bathrooms and kitchens) than to install a dehumidier.
B. Where High Moisture Conditions Appear After Installation of
the weatherization measures, the Consumer may reapply to the
Utility /State for installation of a dehumidifier. If
determined to be necessary, it will be handled as an addition
to the existing agreement.
C. The Dehumidifier Shall be Certified by the Association of Home
Appliance Manufacturers (AHAM) specificaton DH -1.
D. Dehumidifiers Shall be Sized according to the general
guidelines 5 ow, and shall include a humidistat to
automatically maintain the desired humidity level.
Dehumidifier capacity shall be determined by the rated
capacity test contained in AHAM specification DH -1.
Floor Area of House
(sq. ft.)
Up to 1000 25
1000 2000 30
2000 3000, 35
116. APPENDIX A REFERENCED SPECIFICATIONS
A. The following specifications describe the minimum performance
requirements for materials used in this program. In many
cases they will be referenced on product packaging or
descriptive literature. These referenced specifications or
subsequent revisions shall be used to resolve disputes
involving product quality.
B. Federal Material Specifications and Standards
TABLE 1
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Energy Conservation Agreement
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Dehumidifer Capacity
(Pints /24 hours)
Applicable
Subject Federal Specification
Mineral Fiber
Blankets /Batts HH- I -521F
Mineral Fiber Loose -Fill HH -I -10308
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Energy Conservation Agreement
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Applicable
Subject Federal Specification
Cellulose Loose -Fill HH- I -515D
Perlite HH- I -574B
Vermiculite HH- I -585C
Polystyrene Board HH- I -524C
Polyurethane and
Polyisocyanurate Board HH- I -530A
Insulation Blocks, Boards
Blankets, Felts, Sleeving
and Pipe Fitting Covering HH- I -558B
Silicone Rubber Caulking TT- S- 001543A
Caulking, single component:
polysulfide or polyurethane TT- S- 00230C
Caulking, single component:
acrylic terpolymer TT- S- 00230C
Cellulose Insulation CPSC Part 1209
Cellulose Insulation Labeling
Requirements CPSC Part 1404
Safety Specification for
Architectural Glazing
Materials CPSC Part 1201
Glass Float or Plate,
Sheet, Figured (flat, for
glazing, mirrors or other uses) DD- G -451D
Glass, Plate (float), Sheet,
Figured, and Spandrel (heat
strengthened and fully tempered) DD -G -14038
C. Miscellaneous Equipment and Material Specifications
Subject
Aluminum Combination Storm
Windows for External Appplication
Aluminum Windows
Wood Windows
Rigid Polyvinylchloride
Profile Extrusions
Aluminum Sliding Glass Doors
Aluminum Storm Doors
TABLE 2
Ponderosa Pine Doors
Douglas Fir, Western Hemlock,
and Sitka Spruce Doors and Blinds
Sealed, Insulating Glass Units
Hardness of Plastics and Electrical
Insulating Materials
Electrodeposited Coatings of Zinc on Iron
and Steel
Electrodeposited Coatings of Cadmium on
Steel
Haze and Luminous Transmittance of
Transparent Plastics
Page 48 of 64
Energy Conservation Agreement
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Applicable
Federal Specification
ANSI /AAMA
1002.10 -1980
ANSI /AAMA302.9 -1977
ANSI /NWMA I.S. 2-8U
NBS /PS 26 -70
ANSI /AAMA
402.9 -1977
ANSI /AAMA
1102.7 -1977
ANSI /NWMA I.S. 5 -73
FHDA 7 -79
Section 3
ASTM E- 774 -81
ASTM D- 785 -76
ASTM B- 633 -78
ASTM A- 165 -80
ASTM D- 1003 -77
Applicable
Subject Federal Specification
Dew /Frost Point of Sealed
Insulting Glass Units in
Vertical Postion, Test Method 4 ASTM E- 576 -76
Surface Burning Characteristics
of Building Materials ASTM E -84 -79
Behavior of Materials in a Vertical
Tube Furnace at 750 C ASTM E- 136 -79
Moisture Absorption of Building Materials ASTM C- 272 -53
Water Vapor Transmission of Thick
Materials ASTM C- 355 -73
Low Voltage Room Thermostats NEMA DC 3 -1978
Dimensional Standard for Insulated
Steel Door Systems ISDSI 100 -79
Air Infiltration Standard for
Insulated Steel Door Systems ISDSI -101
Installation Standard for Insulated
Steel Door Systems ISDSI -102
Water Resistance Standard for
Insulted Steel Door Systems ISDSI -104
Mechanical Performance Standard
for Insulated Steel Door Systems ISDSI -105
Finish Performance Standard for
Insulated Steel Door Systems ISDSI -106
Dehumidifiers AHAM DH -1 /ANSI
B149.1-1972
AHAM 1980 Directory of
Certified Dehumidifiers
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Energy Conservation Agreement
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Edition No. 1
January 1980 or
latest revision
117. APPENDIX B REFERENCED ORGANIZATIONS
Page 50 of 64
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A. AAMA Architectural Aluminum Manufacturers Association; 35 East
Wacker Drive; Chicago, Illinois 60601; (312) 782 -8256.
B. AHAM Association of Home Appliance Manufacturers; 20 North Wacker
Drive; Chicago, Illinois 60606; (312) 984 -5800.
C. ANSI American National Standards Institute; 1430 Broadway; New
York, New York 10018; (212) 354 -3300.
D. ASHRAE American Society of Hea+ing, Refrigeration and
Airconditioning Engineers; 345 E. 45th Street; New York, New York
10017; (212) 644 -7940.
E. ASTM American Society for Testing and Materials; 1916 Race
Street; Philadelphia, Pennsylvania 19103; (215) 299 -5400.
F. CPSC U. S. Consumer Product Safety Commission;
1111 18th Street, NW.; Washington, D.C. 20207.
G. FHDA Fir and Hemlock Door Association; Yeon Building, Portland,
Oregon 97204; (503) 224 -3930.
H. FTC Federal Trade Commission; Pennsylvania Avenue at 6th Street
NW.; Washington, D.C. 20580.
I. HVI Home Ventilating Institute; 4300 -L Lincoln Avenue; Rolling
Meadows, Illinois 60008; (312) 359 -8160.
J. IGCC Insulated Glass Certification Council; Attn: Claude Robb;
Industrial Park; Courtland, New York 13045; (607) 753 -6711.
K. ISDSI Insulated Steel Door Systems Institute; 1230 Keith
Building; Cleveland, Ohio 44115; (216) 241 -7333.
L. NEC National Electric Code; NFPA; 470 Atlantic Avenue; Boston,
Massachusetts 02210; (617) 482 -8755.
M. NEMA National Electrical Manufacturers Association;
2101 L. Street NW.; Washington, D.C. 20037.
N. NFPA National Fire Protection Association: 470 Atlantic Avenue;
Boston, Massachusetts 02210; (617) 482 -8755.
0. NWMA National Woodwork Manufacturers Association; 400 West
Madison Street; Chicago, Illinois 60606; (312) 782 -6232.
118. APPENDIX C GLOSSARY
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P. RCS Residential Conservation Service (Program of the U.S.
Department of Energy).
Q. SIGMA Sealed Insulated Glass Manufacturers Association; 111 East
Wacker Drive; Chicago, Illinois 60601; (312) 644 -6610.
R. UBC Uniform Building Code; International Conference of Building
Officials; 5360 South Workman Mill Road; Whittier, California
90601; (213) 699 -0541.
S. UL Underwriters Laboratory; 333 Pfinsten Road; Northbrook,
Illinois 60062; (312) 272 -8800.
T. USDOE United States Department of Energy; Washington, D.C.
20585; (202) 252 -5000
Air to Air Heat Exchanger A mechanical ventilation system which preheats
cold incoming air by transferring to it heat from the warm outgoing air. Used
to maintain the energy efficiency of a structure while exhausting indoor air.
Air Turbine Attic ventilator with attached blades which allows prevailing
winds to spin turbine, which increases the volume of air removed from attic
space.
Attic Exhaust Fan A ventilating device connecting the attic space to the
residence's conditioned space that ventilates by drawing cool outside air into
the residence and exhausting warm inside air through attic vents. Also known
as a whole house fan.
Automatically Retra table Door Bottom Closure A form of weatherstripping
That is spring load so tat it wild searT�etween the door and the floor or
threshold when the door is closed, but will retract as the door is opened to
prevent its rubbing on the floor or carpet.
Batt /Blanket Insulation Flexible strips or rolls of pre formed insulation,
with or without a vapor barrier facing.
Blown Insulation Loose -fill insulation blown in by special pneumatic
equipment_
Bottom Expander The bottom horizontal portion of a door frame used for
adjusting its overall height to fit an existing door jamb. A bottom expander
usually includes some type of weatherstripping.
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Building Permit An authorization issued by county, city or state officials
allowing a specific type of construction at a particular location.
Caulking A compound used to provide an airtight seal at the points of
contact between different types of building materials, thereby preventing
infiltration and heat loss.
Cellulose Insulation An insulation material treated with flame retardant and
made from used newsprint, paperboard stack, or virgin wood fiber.
Clock Setback Thermostat A device regulating the demand on the heating or
cooling system by automatically switching from one temperature or control
level to another.
Cold Weather Vinyl (Weatherstripping) Vinyl which is designed to remain
pliable under cold weather conditions.
Conditioned Space The space within a building which is heated or cooled by
an active space heating system.
Coverage Label The label from a bag of loose -fill insulation describing the
size of area, depth, weight, and R -Value that the material will provide.
Crawl Space The space between the ground and the rest of the residence in
residences constructed without basements, or "slabs on grade."
Cross Ventilation Placement of vent openings so that air flows in one vent,
over the insulated space and out the other. Occurs naturally due to wind or
thermal convection.
Critical Radiant Flux A measure of the fire exposure behavior of building
and insulation materials. It is determined through a standard ASTM test
method and reported in watts per square centimeter.
Dehumidifier A mechanical device which removes moisture vapor from the air.
Dormer A window set upright in a sloping roof; or, the roofed projection in
which this window is set.
Double Strength Glass Glass of higher physical strength, usually 1/8 inch in
thickness.
Dry Rot A degradation of wood framing components caused by excessive
moisture.
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Finish Materials A building material such as sheet rock or wood paneling
exposed to the living space and used to contain or hide construction
components.
Flame Resistant Permanency The property of a material to withstand fire or
give protection trom it. It is characterized by the ability to continue to
perform a given structural function.
Flame Spread Rating Used to indicate the rate at which flame will spread
across the surface of a given material. The higher the number, the faster the
flame spread.
Flashing Sheet metal strips installed to prevent leakage over windows,
doors, etc., around chimneys and other roof details.
Frost Line The maximum depth in the ground at which freezing will typically
occur in a given geographical area.
Furring Thin strips of board fastened to the wall to provide an air space
for insulation and support for wall materials (such as gypsum board) to be
installed over the insulation.
Gable Vents Vents located in the wall section of the attic at or near the
peaK or roof.
Glazing Glass or other transparent material (such as vinyl) used in windows
anddoors. Also, the act of fitting a window with glass or similar material.
Ground Cover Vapor Barrier A polyethylene sheet or similar material having
low water vapor permeance overlaying the ground within a crawl space.
Gypsum Board Rigid sheets of gypsum attached to the framing of a building to
provide a surface suitable for painting or other finishing. (Note: Gypsum
is a hydrated sulfate of calcium occurring naturally in sedimentary rock.)
Also referred to as sheetrock, dry wall, and "gypboard
Humidistat A device which measures the relative humidity present in the air
and controls the operation of a dehumidifier, similar to the way a thermostat
works to control temperature.
HVAC An abbreviation for heating, ventilating, and air conditioning.
Interlocking Metal Weatherstripping A two -piece unit comprised of a metal
itrip and interlocking meta' retainer which creates an interlocking airtight
seal when the door is closed.
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Infiltration Uncontrolled inward air leakage through cracks or openings in
buining efements, windows, and doors.
Insulated Door An exterior door containing some type of effective insulation
and designed specifically to reduce heat loss through conduction.
Insulation A material which restricts heat transfer from a hot object to a
cold object.
Jalousie -Type Glazing A window consisting of several slats of glass (similar
to venetian blinds) which open simultaneously by means of a crank.
Joists Closely- spaced parallel beams supporting a floor or ceiling.
Knee Wall A short wall between an attic floor and sloping roof.
Knob and Tube Wiring A wiring method using knobs and tubes for the support
of simple insulated conductors, concealed in walls and ceilings.
Line Voltage Service potential normally provided by the Utility (i.e, 120,
74D and 48U volts)
Lite The glazed parts of a window, also called the window pane.
Loose Fill Insulation Insulation material (cellulose, mineral wool,perlite,
vermiculite) manufactured in a loose form which is usually blown or poured
into place.
Low Voltage Less than 50 volts. Low voltage is frequently used in control
signaling circuits, and landscape lighting.
Mechanical Ventilator A fan or other motor driven unit used for ventilating.
Multi- Glazing An arrangement of two or more layers of glass used to reduce
heat loss yrproviding one or more insulating air spaces between them.
Meeting Rail The frame located on one edge of an openable glazed lite or
screen wnicn forms the center rail of a window or door system. Usually
interlocks with a companion rail.
Mineral Fiber Thermal insulation material composed of mineral substances
such as slag, rock and glass.
Net Free Area The net area of unencumbered vent (i.e., the area without
screens or louvers) which provides free air access.
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Noncombustible Insulation Insulation of which no part will ignite and burn
When subjected to tire, and conforms to ASTM E- 136 -79.
Passive Ventilation Natural ventilation (using no moving parts such as fans,
etc.) caused by temperature differences and convection.
Perimeter Insulation Insulation installed on the sidewalls of a crawl space.
Perlite A glassy volcanic rock which expands when heated. Processed perlite
is used as loose fill insulation material or bound into slabs.
Perm Rating The "nit of measurement of permeance to water vapor. It is
equivalent to one grain of water vapor passing through a membrane one square
foot in area when the vapor pressure across the area is 1 inch of mercury.
The lower this number, the smaller the amount of water vapor that can pass
through the membrane.
Polyisocyanurate A closed cell polymer foam pale yellow in color, containing
refrigerant gases instead of air. Similar to polyurethane.
Polystyrene A closed cell polymer foam containing a mixture of air and
polymer gases. White or pale blue in color.
Polyurethane A closed cell polymer foam containing gases instead of air.
Poured Insulation Loose insulation installed by spreading over a surface.
Prehung A window or door unit manufactured with the frame already fitted.
Pressure /Friction Channels Spring- or tension loaded channels in the moving
parts of a window. Allows window openings to be variable without latches or
other supports.
Prime Window The original window to which a storm window or multiglazing is
added to provide greater thermal resistance.
Radon Radioactive gaseous element produced in the disintegration of radium.
Radon occurs naturally in soils in trace amounts.
R -Value Unit of resistance to heat flow, expressed as temperature difference
required to cause heat to flow through a unit area of a building component or
material at a rate of 1 heat unit per hour.
Recessed Fixture An electrical fixture (usually a light) mounted recessed
Within a wall or ceiling.
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Recess Soffit A ceiling soffit containing recessed fixtures. (See soffit.)
Rock Wool Thermal insulation material composed of threads or filaments of
slag, produced by reprocessing the residual materials from metals smelting.
'Safety Glass Glass laminated with a plastic sheeting to prevent shattering.
Sashes The parts of a window, generally moveable, in which panes of glass
are set.
Sealed Insulating Glass A window unit with panes sealed together at the
factory. During the process the air between the panes is dried, so
condensation is prevented inside the unit. (Also known as multi glazing.)
Sealer (wood) A paint, lacquer, varnish, or similar material applied to
exposed or fresh -cut wood to prevent 'degradation.
Single Strength Glass Standard 1/16 -inch thick pane of glass.
Set Back Periods The period during which time controlled thermostats reduce
the demand on a heating or cooling system, by changing the set -point
temperatures.
Slab on Grade Housing construction type having a concrete slab poured
directly on the ground. The foundation extends below the frost line, and the
slab forms the base for the building floor.
Soffit The area between the end of the roof overhang and the edge of the
residence or more generally, the underside of any architectural feature,
usually not structural.
Soffit Vent An attic vent located in the soffit under the eaves of the roof
overnang.
Storm Window A unit consisting of glazing installed in a window opening
Tither inside or outside a prime window, creating an insulating air space to
reduce heat flow.
Sweep A vertical, flat, flexible weatherstripping attached to the base of a
door.
Tempered Glass Glass that has been treated so that when broken it forms many
bead -like pieces with no jagged edges.
Thermal Break or Barrier A nonmetallic material positioned between metallic
components of windows to prevent a direct path of heat loss through thermal
conduction.
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Thermostat A device for automatically controlling a heating or cooling
system EFirough regulation of interior air temperature.
Thermal Conductance See U- Value.
Threshold A piece of wood, stone, metal, etc., placed on the doorsill, or
part stepped over when passing through the door.
Unconditioned Space Space within a building which is not heated or cooled by
an active system; or, the outside.
U -Value Measurement of the thermal conductive capacity of a material. It is
the reciprocal of the R- Value. The amount of heat flow in Btu's per hour per
square foot per degree fahrenheit temperature difference on either side of a
body.
Vapor Barrier A film, laminated duplex paper, aluminum foil, paint coating
or other material which restricts the movement of water vapor from an area of
high vapor pressure to one of lower pressure. Material with a perm rating of
1.0 or less is normally considered as vapor barrier.
Ventilation Baffling Rigid material installed at ventilation points or
recessed fixtures in the attic to keep loose insulating materials from
blocking or sloughing into the area.
Vermiculite An expanded mineral insulation consisting of a mica -like
substance which expands when heated. The resulting granules are generally
used as loose -fill insulation.
Water Pipe Heaters Electric resistance wire encased in plastic which can be
wrapped around water pipes in unconditioned spaces to prevent freezing.
Wind Loads The pressure exerted on windows and other large areas from the
force of the wind.
Weatherstripping Material such as vinyl, foam, or metal strips installed to
prevent air infiltration through cracks around moveable portions of windows
and doors.
Whole House Plenum An enclosed (nonventilated) and insulated crawl space
used as a return or supply duct for a forced air heating /cooling system.
Page 58 of 64
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100. TABLE OF CONTENTS
Section Title Page
101 SCOPE 58
102 GENERAL PROVISIONS 58 -59
103 REFERENCED SPECIFICATIONS 59
104 SPECIFIC REQUIREMENTS 59
105 INSTALLATION INSTRUCTIONS 5
106 PACKAGING REQUIREMENTS 59
101. SCOPE
This specification covers the technical requirements for
anti infiltration gaskets suitable for use on a variety of
different types of wall receptacles. These gaskets shall be
fabricated of resilient foam material with holes prepunched in
locations corresponding to the standard dimensions of electrical
switches and outlets.
102. GENERAL PROVISIONS
BONNEVILLE /UTILITY
ELECTRICAL OUTLET AND SWITCHPLATE GASKETS
SPECIFICATION
A. The gaskets supplied shall be of new materials, complete and
suitable for the purpose specified.
103. REFERENCED SPECIFICATIONS
TESTS FOR FLAMMABILITY OF PLASTIC MATERIALS
104. SPECIFIC REQUIREMENTS
105. INSTALLATION INSTRUCTIONS
(WP- PKI- 1556c)
Page 59 of 64
Energy Conservation Agreement
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B. The gaskets supplied shall be used to form a tight seal
between wall electrical boxes and their covers so as to reduce
air infiltration through those openings.
UL 94
A. The gaskets supplied shall be fabricated of foam sheet
material with closed cells on at least one face. The gaskets
or the material from which they are fabricated shall be tested
for fire retardancy and Underwriters Laboratories Listed.
B. Gaskets shall be supplied which are precut and fully
compatible with at least the following electrical device
types: (1) single switch; and (2) single receptacle.
C. Quantities of each type to be furnished will be specified in
the bid schedule.
A. The vendor shall furnish instruction materials in bulk
quantities specified in the bid schedule. Instructions should
include promotional data explaining potential savings possible
from gasket installation and safety precautions regarding
de- energizing circuits prior to installation. Instructions
shall also include information on the methods to be used to
fabricate other cover configurations such as double switch,
double receptacle, etc.
106. PACKAGING REQUIREMENTS
A. Gaskets shall be furnished in cartons, separated by type so
that individual home needs can be conveniently withdrawn by
utility personnel.
101. SCOPE
102. DEFINITIONS
BONNEVILLE /UTILITY
RESIDENTIAL TYPE AIR -TO -AIR
HEAT EXCHANGERS
SPECIFICATION
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100. TABLE OF CONTENTS
Section Title Page
101 SCOPE 60
102 DEFINITIONS 60 -61
103 GENERAL PROVISIONS bl
104 SIZING AND LOCATION 61 -62
105 SPECIFIC PRODUCT PROVISIONS 62 -63
106 SPECIFIC INSTALLATION PROVISIONS 63 -64
This specification covers the requirements for the sizing, construction,
and installation of residential type air -to -air heat exchangers in
existing residential buildings.
A. Residential Type Air -to -Air Heat Exchanger -A mechanical
ventilation device wnicn excnanges air inside a conditioned space
with outside air and transfers the heat contained in one airstream
to the other airstream.
B. UL Underwriters Laboratory, 333 Pfinsten Road; Northbrook,
Illinois 60062; (312) 272 -8800.
C. Ventilation Rate -The volume of air introduced into a conditioned
space per unit time.
103. GENERAL PROVISIONS
Page 61 of 64
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A. The air -to -air heat exchangers supplied shall be specifically
designed for use in residential buildings. They shall be capable
of ventilating the conditioned space by introducing fresh outdoor
air. Such air shall be heated or cooled throujh an exchange of
heat from the indoor air that is being exhausted to the outside of
the building. Many different styles of heat exchangers are
available for residential use. They include different methods of
heat exchange such as rotary heat wheels, heat pipe, and fixed
plate with reversing flow, and range in sizes from small wall units
to larger units designed to be installed with their own air ducts
or with an existing forced air heating system.
B. Products shall have a life expectancy of at least 25 years with
normal maintenance.
C. Products shall be warranted against failure due to manufacturing or
installation defects for a period of at least 1 year after the date
of installation.
D. Products or installation techniques which do not satisfy the
provisions of this specification will be considered on an
individual basis by the Utility /State. Alternate provisions should
be based on good engineering practices. Evidence of suitability
and consequences of the alternatives shall be documented and
provided to the Utility /State. The Utility /State shall approve the
alternatives in writing before installation occurs.
104. SIZING AND LOCATION
A. Products installed under this specification shall be sized to
provide a ventilation rate in cubic feet per minute (cfm) as
calculated below:
Measures Installed Multiplier
Storm Windows .0040
Storm Doors .0006
Window Weatherstripping .0006
Door Weatherstripping .0006
Caulking .0010
Outlet and Switchplate Gaskets .0003
All Tightening Measures .0060
r
To calculate the desired ventilation rate (in cfm), multiply the
conditioned space volume (in cubic feet) by the multiplier in the
above table for the appropriate measures installed. If two or more
measures are installed add the multipliers for each measure
together to obtain the final multiplier (e.g., storm windows and
caulking are installed -the multiplier is .0040 .0010 .0050).
Since weatherstripping does not reduce further the air infiltration
rate of the residence where installed with either storm doors or
storm windows, the weatherstripping multiplier is excluded in any
calculation for such combinations (e.g., where storm windows and
window weatherstripping are installed, use the multiplier for storm
windows or .004; however, if storm windows and door
weatherstripping are installed, sum the multiplier as before -.004
.0006 .0046). Except for special circumstances, the
ventilation rate shall not exceed 150 percent of the value
calculated.
B. The use of more than one heat exchanger is acceptable, and for
obtaining large ventilation rates is more desirable.
C. For residences which have three or more floors within the
conditioned space, either two separate window or wall heat
exchangers located on different floors or a single heat exchanger
equipped with ducts leading to each floor for air intake and
discharge shall be required.
D. For residences which have conditioned single floor areas of greater
than 1600 square feet, either two separate window or wall heat
exchangers located in separate areas or a single heat exchanger
equipped with ducts leading to separate locations for all intake
and discharge shall be required.
105. SPECIFIC PRODUCT PROVISIONS
Page 62 of 64
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A. Because many styles of products may be acceptable for use under
this specification, it is difficult to identify specific
requirements covering the full range of product types. However,
some very basic requirements common to the majority of products
available were identified and are listed below.
B. The heat exchanger shall be designed with an air flow path which is
either crossflow (i.e., airstreams flow at right angles to each
other) or counterflow (i.e., airstreams flow in opposite
directions). The heat exchanger shall not have a concurrent (i.e.,
both airstreams flow in the same direction) air flow path.
K. Noise Level reserved
L. Discharge Air Velocity reserved
M. Visual Appearance reserved
106. SPECIFIC INSTALLATION PROVISIONS
Page 63 of 64
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C. The product shall have a particulate filter for both airstreams
located upstream of the heat exchanger. Such filters shall be able
to be replaced or renewed on a periodic basis.
D. Any portion of the heat exchanger exposed to the outside
environment shall be resistant to degradation from weather.
E. The product shall have a blower(s) that is properly sized for the
volume of air to be moved and the total pressure drop from all of
the components. The motor(s) shall be matched (neither undersized
nor oversized) to the blower(s) and the conditions under which the
blower(s) operates. The motor(s) shall also be listed by the
Underwriters Laboratories (UL). The motor(s) and blower(s) shall
be permanently lubricated.
F. The product shall be rated for 120 VAC, 60 hertz. Power shall be
supplied to the unit through UL listed three conductor wire (one
conductor is ground) either permanently wired to the residence
electrical service or through the use of a UL listed electrical
cord and three -prong plug.
G. A UL listed electrical switch shall be provided for turning on and
off the unit. The switch may be located on the unit itself or may
be separately located on a wall near the unit.
H. The product shall be capable of controlling moisture condensation
which occurs in the heat exchanger, if any, and appropriately
disposing of the condensate that collects. Provision shall also be
made for controlling the formation of frost and if it forms, a
method for defrosting shall be specified.
I. The product shall be accompanied with a complete data sheet
outlining its technical specifications such as CFM, horsepower,
wattage, size, weight, etc. In addition, complete operation and
maintenance instructions shall be provided for the product.
J. Any routine, periodic maintenance shall be capable of being
completed with the use of common hand tools.
A. The product shall be installed within the building in accoraance
with manufacturer's recommendation. The installation shall be made
so that its appearance is neat and all penetrations into the
structure are completely sealed against air infiltration and water
leakage, and insect infestation. Wall or window units shall be
tightly secured so that removal from the outside is not possible.
B. To the extent possible, the heat exchanger's air intake and
discharge (inside and outside of the conditioned space) shall be
separated from each other to minimize contamination between
airstreams. For units equipped with ducts, separation shall be
ensured by having a discharge diffuser located in at least three
rooms. These rooms shall be located so that fresh air is delivered
near the middle of the residence and at each end. Air intakes
(returns) shall be located in different rooms. For wall or window
units, separation shall be obtained through design of diffusers,
and where two wall or window units are required (per 104D), the
units shall be located in rooms that are at opposite ends of the
residence.
C. To the extent possible, where a single heat exchanger is used, it
shall be located to deliver outdoor air to central areas of the
residence that have direct access to the majority of the living
spaces.
D. If the product is installed with accompanying air ducts, then all
such ducts leading from the heat exchanger to outside the
conditioned space shall be insulated. If any ducts leading from
the heat exchanger to inside the conditioned space are located in
unconditioned space, then these ducts shall also be insulated. The
insulation shall have an R -value of at least 9 and shall have an
exterior vapor barrier.
E. On completion of the installation, the installer shall test the
operation of the heat exchanger and assure its proper functioning.
Instructions on its operation and maintenance shall be provided to
the Consumer.
(WP- PKI- 1556c)
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STANDARD HEAT LOSS METHODOLOGY
JANUARY 1983
This document contains the standard heat loss methodology equations and
tables, and explains their use in estimating annual heating energy require-
ments and annual energy savings per component weatherized. The standard
methodology must use the attached tables for the heat capacity of air,
C- factor, duct losses, infiltration losses, and U- values. It must also use
the attached BPA standard heat loss methodology heating degree days and 97.5
percent design temperatures, length of heating season, and average winter
temperature. The Technical Appendix contains the derivation and /or reference
sources for the equations used here.
Area thermal transmittance, in Btu /hr F, is the basic quantity used to
calculate house heating load, C- factor, annual energy consumption, and annual
energy savings. This quantity is defined as:
Area Thermal Transmittance (A x U) in Btu /hr F
where,
A the area of walls, ceilings, floors, windows, doors, or types within each
of these components in square feet.
U the thermal transmittance, or heat transfer coefficient, per square foot
of each component or type within a component in Btu /hr /ft F.
For below grade walls and floors and slab on grade floors, substitute
perimeter (P) length in feet, F-value, and (F x P) in place of area (A),
U- value, and (A x U), respectively.
2
STANDARD HEAT LOSS METHODOLOGY
JANUARY 1983
The area thermal transmittance through each component (windows, walls,
ceilings, floors, and doors) is calculated by multiplying its area by the
U- values in the attached tables. When there is more than one type within a
component, such as single glass windows and single glass with storm windows,
area thermal transmittance is calculated for each type of window using the
appropriate areas and U--values for each type.
Although infiltration losses are calculated differently from area thermal
transmittances, the units (Btu /hr F) are the same as (A x U). Therefore,
infiltration is included in the total area thermal transmittance. The
equivalent area thermal transmittance for infiltration is:
(A x U) equ V x ACH x HC
where,
V The interior volume of the heated spaces of the house in cubic feet,
commonly calculated by multiplying floor area by the average ceiling
height for each heated floor.
ACH the number of times each hour the volume of air in the heated space is
replaced with outside air, in air changes per hour from Table VIII.
HC The heat capacity of air in Btu /ft F from Table IX.
The total area thermal transmittance, E(A x U), of a house is calculated by
adding all of the individual area transmittances, including infiltration, as
calculated in the previous equations. This value is used to calculate house
heating load, C- factor, annual energy consumption, and energy savings per
component weatherized.
House heating load is calculated by:
HL E(A x U) x AT
where,
HL house heating load in Btu /hr.
E(A x U) total area thermal transmittance including infiltration, in
Btu /hr F.
a t i t where t is the inside design temperature (68 F) and t
is the 97.5 outside design temperture in F from the standard heat loss
methodology list.
The C- factor can be determined from house heating load and volume by:
C 5.054 x ln[HL /V] 5.292.
where,
In The natural logarithm.
HL House heating load in Btu /hr.
V Volume of the heated space in ft
Based on the above equation, C- factor has been tabulated against the quantity
HL /V (in Btuh /ft in Table X.
3
STANDARD HEAT LOSS METHODOLOGY
JANUARY 1983
The annual electric resistance heating energy requirements for the building
envelope, excluding duct losses, can be calculated by:
where,
Envelope Ekwh Annual electric resistance space heating energy for the
house envelope, excluding ducts, in kWh.
D Normal annual heating degree days with a 65 F base from the BPA standard
heat loss methodology degree day list.
C The C- factor as previously defined.
3413 Btu /kWh conversion factor.
Since heat pumps have an effective seasonal performance factor of about 1.5
they supply more than 3413 Btu of useful heat per kWh used. Therefore, the
effective electric heating energy requirements for.the building envelope,
excluding duct losses, for heat pumps can be calculated by:
where,
Envelope EkWh E(A x U3413D x C
Envelope E E(A x U) x D x C
k Wh eff. 5120
STANDARD HEAT LOSS METHODOLOGY
(EQ. 1)
JANUARY 1983
(EQ. 2)
5120 Btu /kWh conversion factor for heat pumps (1.5 x 3413).
Taken from testimony of the Oregon PUC staff on rate case R -55.
4
5
STANDARD HEAT LOSS METHODOLOGY
JANUARY 1983
When another heat source is used in the house, the theoretically estimated
heating energy requirements must be reduced by subtracting the heating energy
supplied by that source as determined from Table XII and the amount of
secondary fuel used during the previous year. The amount of electric space
heating energy replaced by secondary fuel is limited to 90 percent of the
estimated heating energy required by the house. This assumes that if electric
heat has been installed, at least 10 percent of the required space heating
energy is supplied by the electric space heating equipment. For example, if
the amount of secondary fuel use exceeds 90 percent of the existing estimated
heating energy requirement, use 90 percent of the existing and proposed
estimated heating energy requirement for the existing and proposed secondary
fuels contribution, respectively. If the secondary fuel use exceeds 90
percent of the proposed estimated heating energy requirement only, the
proposed secondary fuel use is 90 percent of the proposed estimated heating
energy requirement.
Since wood or coal use in stoves or fireplaces is assumed to be constant
before and after weatherization (up to 90 percent of the space heating energy
required), the building envelope space heating energy requirements are reduced
by the same amount before and after weatherization. This reduces the amount
of electricity used for space heating in both the existing and weatherized
conditions, but the amount of electricity saved is the same as if no secondary
fuels were used.
without regard to the space heating source.
The amount of fossil fuel burned the previous year.
F fuel
CF The appropriate conversion factor from Table XII.
tion is estimated by:
The estimated electrical space heating saving is:
6
STANDARD HEAT LOSS METHODOLOGY
JANUARY 1983
Oil, natural gas, and L.P. gas furnaces or heaters are also limited to 90
percent of the estimated heating energy requirement, but are assumed to heat
separate thermostatically controlled zones. Therefore, weatherization savings
are apportioned between electric and fossil fuel space heating.
The equivalent kWh of space heating supplied by fossil fuel in the existing
case is determined by multiplying the amount of fuel used in the previous year
by the appropriate conversion factor in Table XII. The amount of electricity
required for space heating before weatherization is:
Existing Electric E Existing Theoretical E (F fuel x CF)
where,
Theoretical E The theoretical heat loss of the building envelope
The equivalent kWh of space heating supplied by fossil fuel after weatheriza-
Proposed Theoretical E kwh
Proposed Fossil EkWh Existing Fossil EkWh x Existing Theoretical E
The electrical space heating requirement after weatherization is estimated by:
Proposed Electric E kwh Proposed Theoretical E kwh Proposed Fossil E kwh
Savings E Existing Electric E kwh Proposed Electric EkWh
7
STANDARD HEAT LOSS METHODOLOGY
JANUARY 1983
Thermostat setback reduces the energy savings from weatherization (i.e., less
energy is available to be saved in a house where thermostat setback is used).
Therefore, savings E (as calculated above) must be multiplied by the
existing thermostat setback multiplier from Table XIII. If complete, accurate
setback information is not available, then default to the regional average
setback multiplier of 0.88, based on average thermostat settings as reported
in the Pacific Northwest Regional Energy Survey (1980) and the thermostat
setback adjustment equation as presented in the Technical Appendix.
If the heating system has ducts in an unheated space, house envelope weather
ization also reduces duct losses because the furnace runs less and the ducts
transport hot air for fewer hours. This methodology adds duct savings caused
by envelope weatherization to the envelope savings for each component weather-
ized. The envelope savings plus duct savings due to envelope weatherization
can be calculated by multiplying the estimated envelope savings by the
quantity (1 existing R /E where, existing R /E is the duct loss ratio
in Table XI, determined by the ratio of floor area (over unheated and ducted
crawlspace or basement) to furnace nameplate capacity, and the existing
insulation on the ducts.
In summary, the total savings from envelope weatherization after adjustment
for secondary fuels, night setback, and ducts is equal to:
Total Savings (E kWhl EkWh2) x SBM x (1 existing RE /E)
where,
1.5, the average heat pump seasional performance factor.
8
STANDARD HEAT LOSS METHODOLOGY
JANUARY 1983
The existing house theoretical heat loss minus any heat supplied by
E kl
secondary fuels calculated form the previous year's fuel consumption.
The proposed house theoretical heat loss minus the estimated heat
E k2
supplied by secondary fuels after weatherization.
SBM The existing night setback multiplier from Table XIII.
Existing R /E The duct loss ratio from Table XI for existing duct
insulation.
If a heat pump is used, the savings as calculated above must be divided by
Weatherization added to any one component of a house reduces its balance
temperature and produces additional heating energy savings because heat gains
from such things as solar, people, and appliances supply a larger portion of
the heating energy requirements.
The standard methodology accounts for these savings by calculating a lower
C- factor after weatherization is added. As previously described, adding
envelope weatherization also reduces duct losses. This methodology apportions
these savings only to the envelope components that were weatherized according
to the savings each weatherized component produced. This apportionment is
accomplished by the following equations:
A (AxU) (AxU) ex (AxU)
and,
Componen. E kWh Savings [(A x U)
E[ AL(A x u] x Envelope E kWh Savings
where,
A(A x U) The change in (A x U) for each component in going from existing to
proposed weatherization.
E[A(A x U)] The sum of 0(A x U) for all components calculated by adding all
the dA x U)'s.
Envelope EkWh Savings The total savings from envelope weatherization after
adjustment for secondary fuels, night setback, and
ducts as previously described.
(A x U) exist The (A x U) for each component, or type of component, as it
existed before weatherization.
(A x U) prop The (A x U) for component, or type of component, after proposed
house weatherization.
Energy savings for duct insulation be estimated by:
Savings Proposed Electric EkWh x SBM x (R E /E exist. R E/E prop.
STANDARD HEAT LOSS METHODOLOGY
JANUARY 1983
where,
Proposed Electric E SBM and R E /E exist. are as previously defined.
/E prop. The duct loss ratio from Table XI for proposed duct insulation.
Duct losses shall be calculated for ductwork located in perimeter insulated
crawlspaces, vented crawlspaces, unheated basements, unheated attics, or other
a,!
9
unconditioned spaces. Duct losses are not calculated if ducts are located
within the conditioned living space.
Energy sav_rgs for installation of a clock thermostat is estimated using the
following equation:
Savings Proposed Electric E kwh x (SBM exist SB rop x (1 R E /E prop
where,
Proposed Electric E kwh and R E /E prop are as previously defined.
S exist the setback multiplier from Table XIII for existing thermostat
setback practices.
SBM The setback multiplier from Table XIII for proposed thermostat
setback practices after the clock thermostat is installed.
FPratt:mt (WP- KTT- 0499U)
1 A
STANDARD HEAT LOSS METHODOLOGY
JANUARY 1983
Annual Savings
Calculations
COMPONENT
WINDOWS
DOORS
CEILING
FLOOR
INFILTRATION
i
TOTAL (Axil)
EXIST f POOP COST I NOV
4.3 44-
4i ��FZ IFS 4
For below grade walls and
Moors. and tor concrete slab
on grade. substitute perimeter
length, F Vdlue. and (FxP) m
place of area. U -value and
(AxU) respectively.
t When a heat pump is used.
divide Ekwh savings by (1.5)
before entenng the value
under (G) above. Also. divide
duct savings and clock thermo-
stat savings results by (1.5)
before entering final
unmodified value in box.
TYPE
WOOD
COAL
GAS
OIL
A B
AREA (x)
or
PERIMETER I
1
7
J
AIR CHANGE/HR. (x) VO (x) AMC
EXIST PEP
3i 3
(x) ATd VOL STUN/FT'
SECONDARY FUELS
IAMOTI W EXIST ST I PROP
I USED UN (x) CONY KH
'_7 58I5?1 e
(y) EXIST SUB -TOTAL 6O
JANUARV1982
C
U VALUE c F- VALUE•
EXIST l O I
1
1
TOTAL (AxLI)
(x) D0/3413
KWH SUPPLIED
Reference Name: INSMUCTION KEY
Address of Project
Location (City /State):
1
D
(A
EXIST mop
4
3S
C-FACTOR
47
SUB -TOTAL I 5i
SECONDARY
FUELS
Ekvvh 65" 4
oucrs
713
(THERMOS TAT V
(x)
37
38 (.�;1 40
F
EAU
40
1
G
1
A
E E
ss�
A
MU PUER 1+ EX RuE I, SA NGS
4,7 (x)[1 6q
DUCTt
EXIST Ref PROM. SAVINGS
So 4t IT) 2.
TOTAL Ekwh SAVINGS SS 1
♦4 -14
ENVELOPE COMPONENT
Ekwh Ekwh
SAVINGS SAVINGS
17
PROP SR t+ PR R CLOCK
MULTIPLIER THERM. SVGS.
(x) 053(,) C +86 8F
For each block on the Annual Savings Calculations form, follow each direction
and enter the informat'.on in the workspace with the matching number. Instruc-
tion 1 correspon_ to workspace 1 and so on through the form.
WINDOWS
ANNUAL SAVINGS CALCULATIONS
STANDARD HEAT LOSS METHODOLOGY
January 1983
1. Enter t1 window area for the window type (Ft
2. Enter the existing U -Value for this window type from Table I "U- Values
for Windows and Sliding Glass Doors" (BTUH /Ft F).
3. Enter the Proposed U -Value for this window type from the Table I
"U- Values for Windows and Sliding Glass doors" (BTUH /Ft F).
4. Multiply item 1 by item 2 and enter in workspace 4. This is the heat loss
for the existing window type (BTUH F).
5. Multiply item 1 by item 3 and enter in workspace 5. This is the heat loss
for the proposed window type (BTUH F).
6. Subtract item 5 from item 4 and enter in workspace 6. This is the heat
loss difference between the existing and proposed window conditions
(BTUH F).
DOORS
7. Enter the door area for the door type (Ft
8. Enter the existing U -Value for this door type from Table II
for Exterior Doors "(BTUH /Ft F).
9. Enter the proposed U -Value for this door type from Table II
for Exterior Doors" (BTUH /Ft °F).
"U- Values
"U- Values
10. Multiply item 7 by item 8 and enter in workspace 10. This i
loss for the existing_ door type (BTUH F).
11. Multiply item 7 by item 9 and enter in workspace 11. This i
loss for the proposed door type (BTUH F).
12. Subtract item 11 from item 10 and enter in workspace 12. This is the heat
loss difference between the existing and proposed door conditions
(BTUH F).
s the heat
s the heat
STANDARD HEAT LOSS METHODOLOGY
January 1983
WALLS 1/
13. Enter the wall net area for the wall type (Ft (See footnote 1
14. Enter the eListiP U -Value for this wall type according to its rated
insulation R- Values from Table III "U- Values for Above Grade Walls"
(BTUH/Ft (See footnote 1
15. Enter ttie proposed U -Value for this wall type according to its rated
insulation R- Values from Table III "U- Values for Above Grade Walls"
(BTUH /Ft F). (See footnote 1
16. Multiply item 13 by item 14 and enter in workspace 16. This is the heat
loss for the existing wall condition (BTUH F).
17. Multiply item 13 by item 15 and enter in workspace 17. This is the heat
loss for the proposed wall condition (BTUH F).
18. Subtract item 17 from item 16 and enter in workspace 18. This is the heat
loss difference between existing and proposed wall conditions(BTUH F).
CEILINGS
19. Enter the ceiling area for the ceiling type (Ft
20. Enter the existing U -Value for this ceiling type according to its rated
insulation R -Value from Table IV "U- Values for Residential Ceilings"
(BTUH /Ft F).
21. Enter the proposed U -Value for this ceiling type according to its rated
insulation R- Values from Table IV "U- Values for Residential Ceilings"
(BTUH /Ft F).
22. Multiply item 19 by item 20 and enter in workspace 22. This is the heat
loss for the existing ceiling condition (BTUH F).
23. Multiply item 19 by item 21 and enter in workspace 23. This is the heat
loss for the proposed ceiling condition (BTUH F).
24. Subtract item 23 from item 22 and enter in workspace 24. This is the heat
loss difference between existing and proposed ceiling conditions (BTUH F).
1/ Note: For below grade walls substitute perimeter length, F- Value, and
(FxP) in place of area, U -Value and (AxU) respectively. Use Table VII
"F- Values for Below Grade Floors Walls
FLOORS 2J
25. Enter the floor area for the floor type (Ft
26. Enter the eyistinl U -Value for this floor type according to its rated
insulation R -Value from Table V "Floor U- Values over Crawl Spaces"
(BTUH /Ft or "Floor U- Values over Unheated Basements"
(BTUH /ft F). (See footnote 2/.)
27. Enter the proposed U -Value for this floor type according to its rated
insulation R -Value from Table V "Floor U- Values Over Crawl Spaces" or
"Floor U- Values over Unheated Basements" (BTUH /Ft F). (See footnote
2/.)
28. Multiply item 25 by item 26 and enter in workspace 28. This is the heat
loss for the existing floor condition (BTUH F).
29. Multiply item 25 by item 27 and enter in workspace 29. This is the heat
loss for the proposed floor condition (BTUH F).
30. Subtract item 29 from item 28 and enter in workspace 30. This is the heat
loss difference between existing and proposed floor conditions (BTUH F).
INFILTRATION
STANDARD HEAT LOSS METHODOLOGY
January 1983
31. Enter the existing air change rate for the residence. This is calculated
by multiplying 0.75 AC /HR by the applicable multipliers, found in Table
VIII "Air Change Rate Multipliers" (air changes /hr).
32. Enter the proposed air change rate for the residence. This is calculated
in the same manner as Step 31 (air changes /hr).
33. Enter the heated volume of the house in cubic feet.
34. Enter' the air heat capacity (AHC) most closely associated with the site's
elevation above mean sea level. This figure can be found from Table IX
"Heat Capicity of Air" (BTU /Ft °F).
35. Multiply item 31, item 33 and item 34 and enter answer in workspace 35.
This is the existing heat loss due to infiltration (BTUH F).
36. Multiply item 32, item 33 and item 34 and enter answer in workspace 36.
This is the proposed heat loss due to infiltration (BTUH F).
2/ Note: For concrete slab on grade floors, substitute perimeter length,
F -Value and (FxP) in place of area, U- Value, and (AxU), respectively, and
use Table VI, "Concrete Slab Floor on Grade." For basement floors refer
to the walls section.
4 -16
STANDARD HEAT LOSS METHODOLOGY
January 1983
37. Subtract item 36 from item 35 and enter in workspace 37. This is the heat
loss difference betwen existing and proposed infiltration reduction
measures (BTUH F).
TOTAL (AxU)
38. Enter the
heat loss
(BTUH
39. Enter the
heat loss
(BTUH F).
sum of items 4, 10, 16, 22, 28, and 35 for the total existing.
from windows, doors, walls, ceilings, floors and infiltration
sum of items 5, 11, 17, 23, 29 and 36 for the total Proposed
from windows, doors, walls, ceilings, floors and infiltration
40. Subtract item 39 from item 38 and enter in workspace 40. This is the
total difference between the existing AU and proposed AU (BTUH F). Enter
this figure in column F.
C- FACTOR DETERMINATION
41. Enter the total existing heat loss (AU) from workspace 38 (BTUH F).
42. Enter the total proposed heat loss (AU) from workspace 39 (BTUH F).
43. Enter Td, the design temperature difference F). This is the differ-
ence between indoor design temperature (68 F) and outdoor winter 97 1/2%
design temperature for the site area.
44. Enter the heated volume of the house (cubic feet) from workspace 33.
45. Multiply item 41 by item 43 and divide product by item 44 and enter in
workspace 45. This is the existing per unit volume heat loss for the
house (BTUH °F /ft
46. Multiply item 42 by item 43 and divide product by item 44 and enter in
workspace 46. This is the proposed per unit volume heat loss for the
house (BTUH F /ft
47. Using Table X "C- Factor Table enter the C- Factor most closely associa-
ted with item 45. A more exact method is to use the formula: C- Factor
5.054 x (ln[BTUH /ft 5.292.
48. Following the same procedure as in step 47, calculate the proposed
C- Factor.
49. Divide the number of degree days for the project location by 3413 Btu /Kwh
and enter quotient here.
50. Same procedure as step 49.
4 -17
STANDARD HEAT LOSS METHODOLOGY
January 1983
51. Multiply items 38, 4 and 49 and enter product here. This is a sub -total
of the existing Ekwh used.
52. Multiply items 39 48, and 50 and enter product here. This is a sub -total
of the prop Ekwh used.
SECONDARY FUFTS 3/
If no secorlary fuels are used, enter zero (0) for items 63 and 64 and go to
step 65.
53. Enter the average annual consumption (units) of wood and /or coal used
(cords and /or pounds).
54. Enter the KWH conversion factor for the particular fuel used from Table
XII "Secondary Fuel Systems
55. Multiply items 53 and 54 and enter product in workspace 55. This is the
existing KWH supplied by wood and /or coal.
56. Enter the value obtained in workspace 55.
57. Enter the average annual consumption (units) of natural gas, L.P. Gas,
and /or oil (therms and /or gallons).
58. Enter the KWH conversion factor for the particular fuel used from Table
XII "Secondary Fuel Systems
59. Multiply items 57 and 58 and enter product in workspace 59. This is the
existing KWH supplied by natural gas, L.P. gas,. and /or oil.
60. Obtain answer from workspace 51.and enter here.
61. Obtain answer from workspace 52 and enter here.
62. Divide item 59 by item 60 and then multiply quotient by item 61. Enter in
workspace 62. This is the proposed KWH supplied by natural gas, L.P. gas,
and /or oil.
63. Sum answers obtained in workspaces 55 and 59 and enter here. This value
is limited to 90 percent of the value in workspace 51. If this limit is
exceeded, enter 90 percent of workspace 51.
64. Sum answers obtained in workspaces 56 and 62 and enter here. This value
is limited to 90 percent of the value in workspace 52. If this limit is
exceeded, enter 90 percent of workspace 52.
3/ Secondary fuels are limited to 90% of space heating energy estimates in
workspaces 51 and 52.
4 -18
THERMOSTAT SETBACK ADJUSTMENT AND DUCT SAVINGS REDISTRIBUTION
STANDARD HEAT LOSS METHODOLOGY
January 1983
65. Subtract item 63 from item 51. This is the existing KWH supplied by the
electric heating system unadjusted for night thermostat setback.
66. Subtract item 64 from item 52. This is the proposed KWH suplied by the
electric Ti•ating system unadjusted for night thermostat setback.
67. Enter tl-a value obtained from Table XIII "Thermostat setback Multi-
pliers" if there is a thermostat set back. This is the existing
thermostat setback multiplier. If complete accurate information is not
available, default to the regional average set back multiplier of 0.88.
68. For the existing. duct insulation R-value, enter the R ratio from
Table XI "E /E Ratios for Calculating Duct Losses Interpolate when
necessary. If the heating system is unducted, or ducts are in the heated
space, enter (0) here.
69. Take the difference of workspaces 65 and 66 as indicated by the brackets
and multiply by item 67. Multiply this product by the value obtained, as
indicated by the brackets, in workspace 68. Enter in workspace 69. These
are the total electrical space heating savings in the building envelope
and ducts due only to envelope weatherization after adjustments for
secondary fuels, existing night setback, and existing duct insulation.
(Savings due to duct insulation are calculated in step 78 through 82).
70. If a heat pump is used in the home enter (1.5) here, and divide it into
item 69. Enter the quotient in item 71. If not, enter (1). This is the
seasonal performance factor for heat pumps.
71. This is the value obtained in workspace 69, calculated appropriately by
the heat pump efficency factor.
DISTRIBUTION OF SAVINGS TO COMPONENTS
72. Divide item 6 by item 40 and multiply quotient by item 71. This is the
component savings for window weatherization (kwh).
73. Divide item 12 by item 40 and multiply quotient by item 71. This is the
component savings for door weatherization (kwh).
74. Divide item 18 by item 40 and multiply quotient by item 71. This is the
component savings for wall insulation (kwh).
75. Divide item 24 by item 40 and multiply quotient by item 71. This is the
component savings for ceiling insulation (kwh).
76. Divide item 30 by item 40 and multiply quotient by item 71. This is the
component savings for floor insulation (kwh).
4 -19
77. Divide item 37 by item 40 and multiply quotient by item 71. This is the
component savings for infiltration reduction measures (Kwh).
DUCT SAVINGS
If there are no ducts, enter zero (0) in step 82, and go to step 83.
78. Enter the value obtained in workspace 66.
79. Enter the value obtained in workspace 67.
80. This is the same value as obtained in workspace 68. Note that this is the
RE /E without one (1) added.
81. For the proposed duct insulation U- Value, enter the RE ratio from
Table XI "E /E Ratios for Calculating Duct Losses
82. Subtract item 81 from item 80 as indicated by the brackets and multiply by
items 78 and 79. Enter in workspace 82. This is the duct savings for the
home, due to duct insulation. If 1.5 has been entered in workspace 70,
divide by 1.5 before entering in workspace 82.
CLOCK THERMOSTAT SAVINGS
If a clock thermostat is not going to be installed, enter zero (0) in step 87,
and go to step 88.
83. Enter the value obtained in workspace 66.
84. Enter the value obtained in workspace 67.
TOTAL SAVINGS
FPratt:mt 11/8/82 (WP- KT- 0498U)
STANDARD HEAT LOSS METHODOLOGY
January 1983
85. Enter the value obtained from Table XIII "Thermostat Set -back
Multiplier This is the proposed thermostat setback multiplier.
86. Enter the value obtained in workspace 81. Note: If the ducts are in a
heated area, enter zero (0) here.
87. Subtract item 85 from item 84 as indicated by the brackets and then
mulitply the difference by items 83 and the value obtained in workspace 86
(1 Proposed RE /E). Enter in workspace 87. If 1.5 has been entered in
workspace 70, divide by 1.5 before entering in workspace 87. This is the
savings due to the addition of a clock thermnostat.
88. Add items 72, 73, 74, 75, 76, 77, 82, and 87 and enter in workspace 88.
This is the total Edwh savings for the home.
4 -20
Annual Savings
Calculations
1
A
COMPONENT
WINDOWS
DOORS
WALLS
CEILING
FLOOR
TYPE
WOOD
COAL
GAS
OIL
8
AREA (x)
or
PERIMETER
INFILTRATION EXIST PROP
EXIST PROP EXIST PROP
For below grade walls and
floors and for concrete slab
on grade substitute perimeter
length, F -Value and (FxP) in
place of area U Value and
(AxU) respectively
t When a heat pump is used Ekwh
divide Ekwh savings by (1 5)
before entering the value
under (G) above Also, divide
duct savings and clock thermo
stat savings results by (15)
before entering final
unmodifiea value in box
1
SECONDt r7/ FUELS KWH SUPPLIED
AMOUNT I KWH (I) EXIST PROP
USED (x) CONV i
I EXIST SUB TOTAI
(x) PROPOSED SUB -TOTAL
JANUARY 'eR 3
Reference Name
Address of Project
Location (City /State)
C D
I I
U -VALUE or F- VALUE* (AxU)
EXIST I PROP EXIST PROP
1
I I
AIR CHANGE /HP (x) VOL (x) AHC
(x) DD'3413
SUB TOTAL
SECONDARY
FUELS
TOTAL (,AxU)
TOTAL (AxUI 'x) ATd VOL (I) BTUH FT
I i I
C FACTOR
DUCTS
CLOCK
THERMOSTAT
r
E F G H
ENVELOPE COMPONENT
.LAU AAU Ekwh (x) Ekwh
SAVINGS I SAVINGS
HEAT PUMP+
EFFICIENCY
ExSTSB 1+ EX R
,iLTIPLIER E E
A
Ekwh
SAVINGS
EXIST R E PROP RE E
(i) (X) 1(=
O
DUCT+
SAVINGS
PROP SB 1+ PR RE E CLOCK+
MULTIPLIER THERM SVGS
(x) (I) (x)
ommosie
TOTAL Ekwh SAVINGS
U- Values for Windows and Sliding Glass Doors
WINDOWS
GLAZING TYPE THERMALLY SLIDING
AND WOOD METAL IMPROVED GLASS DOORS
CONDITION METAL
60% GL. 180% GL, 80% GL.1 80% GL. 1 WOOD I METAL
SINGLE GLASS 0.88 0.99 1.10 1.05 1.10
SINGLE GLAS` PLUS 0.40 0.45 0.60 0.50 0.50t
STORM WINL1OW 1
SINGLE GLASS PLUS 0.43 0.47 0.63 0.48
ACRYLIC STORM WINDOW
SINGLE GLASS PLUS SASH 0.49 0.55 0.70 0.58
MOUNTED STORM WINDOW
INSULATING GLASS; DOUBLE
1/4" AIR SPACE 0.49 0.55 0.70 0.58 0.58 0.64
INSULATING GLASS; DOUBLE 0.42 0.47 0.59 0.49 0.49 0.54
1/2" AIR SPACE
INSULATING GLASS; DOUBLE
1/4" AIR SPACE' 0.33 0.34 0.46 0.35
PLUS STORM WINDOW
INSULATING GLASS; DOUBLE. 1
1/2" AIR SPACE t 0.30 0.31 0.42 0.32
PLUS STORM WINDOW
INSULATING GLASS; TRIPLE
1/4" AIR SPACE 0.37 0.38 0.51 0.39 0.37 0.51
INSULATING GLASS; TRIPLE
1/2" AIR SPACE
For existing or replacement glass.
tThis value is to be used only when a completely separate, second set of sliding glass doors is installed in 'storm
window' fashion over the original unit. 1
WOOD*
FRENCH
DOORS
METAL
FOAM
COREt I
0.29 0.30 0.40 0.31 0.29 0.40
Table II
U- Values for Exterior Doors
DOOR TYPE U -VALUE
WITHOUT STORM DOOR 0.46
WITH STORM DOOR 0.31
DOOR TO BUFFER SPACE 0.41
WITHOUT STORM DOOR 0.61
WITH STORM DOOR 0.34
WITHOUT STORM DOOR 0.14
WITH STORM DOOR 0.12
DOOR TO BUFFER SPACE 0.13
tMetal foam core U- values are based on unpublished test results reported by the
insulated Steel Door System Institute (ISDSI).
*Wood door U- values are adapted from 1977 ASHRAE Fundamentals, p. 22.25, Table 9.
JANUARY 1983
ac
W
O
EXTE R .O R
SIDING MATERIAL
JANUARY 1983
Table III
U- Values for Above Grade Walls
Ro
INSULATION (Rated Values of Batts, Etc.)
R4
BOARD SIDING 0.217 0.124
PLYWOOD SIDING 0.291 0.144
SHINGLES (WD, AL, VINYL, CA) 0.186 0.113
STUCCO 0.257 0.136
BRICK VENEER 0.194 0.116
PARTITION TO BUFFER SPACE 0.234 0.141
CONCRETE BLK, EXPOSED 0.537 0.168
CONCRETE, SOUD, EXPOSED 0.671 0.180
LOGS, SOUD WHOLE 0.103 0.072
R7
0.098
0.110
0.091
0.105
0.093
0.107
0.116
0.122
0.060
INSULATION
Nominal Value of
Exterior Sheathing
(Uninsulated Cavity)
R» 1 R16 R8 1 R16
0.083 0.054 0.078 0.050
0.092 0.058 0.087 0.054
0.078 0.052 0.074 0.048
0.088 0.057 0.087 0.053
0.079 0.053 0.081 0.051
0.083 0.053 0.080 0 049
0.082 0.055 0.108 0.061
0.085 0.056 0.112 0.062
0.049 0.038 0.056 0.040
v
r
Q
0
z
JANUARY 1983
CEILING MATERIAL
AND CONDITIONS
NO DUCTS
GYPSUM
BRD/
PLASTER
CEILING CABLE HEAT
ACCOUSTIC
CEIL'G TILE
GYPSUM BRD /PLASTER
CEILING CABLE HEAT
ACCOUSTIC CEIL'G TILE
EXPOSED
WOOD
DECK
2x2 FRAME
UNINSULATED CAVITY
2x2 FRAME
INSULATED CAVITY
WITH
DUCTS
WITH
DUCTS
Table IV
U- Values for Residential Ceilings
NO DUCTS
WOOD
SHINGLES
BUILT -UP
ROOF
EXISTING CONDITION
No Duct
Insulation
With Duct
Insulation
No Duct
Insulation
With Duct
Insulation
*Includes both flat and sloping roofs.
#Duct conditions in attic apply to hot air supply ducts only
INSULATION (Rated Value of Batts, Etc.)
Ro Ra I R7 I R11 1 R19 1 R30 I R38
0.353 0 145 0 104 0 077 0 053 0 032 0 025
0.320 0 133 0 096 0 071 0 049 0 030 0.024
0 340 0.140 0 101 0 075 0.052 0 032 0.025
1
0.529 0 192 0 131 I 0 095 0.064 0.037 0 029
0 229 0 120 0 090 0 069 0 049 0.031 0.024
0 206 0 110 I 0 084 0 064 0.045 0.029 0.023
0 220 0 117 0 088 0 068 0.048 0 031 0 024
0 293 0.134 0 097 0 072 0.049 0 035 0.028
0.440 0 177 0 122 0 089 0 059 0.041 0.031
0 202 0 112 0.086 0 065 0 046 0.033 0.026
0.258 0 120 0.088 0.065 0.046 0.030
0.317 0.139 0.094 0.068 0.048 0.031
U- Values for Mobile Home Roof Capping
INSULATION
(Nominal Value of Exterior Rigid Insulation)
Ro 1 R4 1 R8 1 R16 j R24 I R32
0 329 0 151 0 098 0 057 0 041 0 031
0 145 0 095 0 071 0 047 0 035 0 028
VENTED INSULATION (Rated Value of Batts, Etc.)
CRAWL E
CO SPACE
Ro I 114 I R7 1 R11 1 R19
NO DUCTS 0.142 0.091 0 072 0.057 0.041
'I /ITH
DUCTS
NON VENTED OR
MECHANICAL LOUVER
VENTED CRAWL SPACE
CONDITION
NO DUCTS
WITH
DUCTS
NO DUCTS
WITH
DUCTS
No Duct
Insulation
With Duct
Insulation
No Duct
Insulation
With Duct
Insulation
UNHEATED
BASEMENT
CONDITION
No Dud
Insulation
With Duct
Insulation
EXPOSED
TO AMBIENT
CONDITION
Table V
Floor U-Values
0.115 0.075 0.060 0.048 0.035
0.131 0.086 0.069 0.055 0.040
PERIMETER INSULATION
(Rated Value of Batts, Etc.)
Ro
1 R4 1 R7 1 R11 1 R19
0.107 0.084 0.080 0.076 0.068
0.062 0.056 0.053 0.051 0.048
0.100 0.076 0.073 0.070 0.063
INSULATION (Rated Value of Batts, Etc.)
Ro I R4 1 R7 I R» R19
0.140 0.089 0.071. 0.056 0.040
0.111 0.072 0.058 0.046 0.033
0.128 0.084 0.066 0.054 0.038
INSULATION I(Rated Value of Batts, Etc.)
Ro R4 R7 1 R» 1 R19
0.258 0.126 0.092 0.069 0.046
Table VI
Concrete Slab Floor on Grade
PERIMETER, SLAB I INSULATION
NONE I 1" 1 2"
F-VALUE (BTUH °F /FT) 0.81 0.62 0.55
Adapted from ASHRAE 1977 Fundamentals Handbook, p. 24.4.
DEP tH BELOW
GRADE IN FEET
JANUARY 1983
Table VII
F- Values for Below Grade Floors Walls
1'
Heat Loss by Perimeter Length (BTUH °F /Ft.)
WALL INSULATIONt (Floor Uninsulated)
Ro Ra I R7 R» R 19
0.84 0.58 0.54 0.51 0.48
2' 0.97 0.61 0.54 0.48 I 0.43
3' 1.06 0.65 0.56 0.48 0.41
4' 1.14 0.70 0.59 0.50 0.41
5' 1.22 0.76 0.64 0.54 0.43
6' 1.28 .0.82 0.69 0.58 1 0.45
7' 1.34 0.87 0.73 0.61 0.48
The F- values listed above are used to calculate the total combined losses from both floors
and walls.
tThe F- values listed above are used for either rigid insulation applied from the exterior or
batt insulation on an interior wood frame.
#Use average depth of basement below grade for each wall.
§For slab on grade floors, use Table VI.
i
0.98
izi
cc
0 If effective door weatherstripping is installed, then 0.98*
0
If effective caulking is applied to the frames, then 0.99
If Tight switch and convenience outlet gaskets are
installed, then 0.95
Table VIII
Air Change Rate Multipliers
Average Air Change Hr. (0.75 ACH) x M1 x M2 x M3 X MN
INFILTRATION CONDITION
If sash mounted storm windows or replacement
multi- glazed units are installed, then 1.00
0.85
0.98*
0.98
If frame- mounted storm windows are installed, then
If effective window weatherstripping is installed, then
If effective caulking is applied to the window frames,
then
If storm doors are installed, then
a If a continuous polyethylene film vapor barrier was
3 installed during construction, then 0.55
If exterior walls are solid whole or solid 4x6
members, then 2.00
C If there is an unsealed duct heating system, then 1.20
a If there is a sealed duct heating system, then 1.10
If there is loose- fitting pull -down attic stair in the ceiling
of the heated space 1.05
If any kitchen /bath /clothes dryer vent damper is
ineffective, then apply the following multiplier for each
ineffective vent 1.05
If there is no fireplace flue damper, then 1.25
If the site is always extremely windy (greater than 12.0
mph mean), then 2.00
If an air -to -air heat exchanger is installed, then 1.16
'Weatherstripping is not effective when tight fitting storm doors or windows are in place.
Do not use this factor when the openings have tight fitting storm glazing;
use only the storm window or door multiplier above
Interpolate multiplier where partial conditions exist.
Multiplier established based on implementing all house tightening measures.
Interpolate for intermediate conditions.
MULTIPLIERt
(M)
JANUARY 1983
JANUARY 1983
Table IX
Heat Capacity of Air
ALTITUDE HEAT CAPACITY
(Feet) (BTU/ FT' °F)
0' 0.0180
500' 0.0177
1000' 0.0174
1500' 0.0171
2000' 0.0168
2500' 0.0166
3000' 0.0162
3500' 0.0160
4000' 0.0157
4500' 0.0154
5000' 0.0151
5500' 0.0149
6000' 0.0146
6500' 0.0144
10.00
9.75
9.50
9.25
9.00
8.75
8.50
8.25
8.00
7.75
7.50
7.25
7.00
6.75
6.50
6.25
6.00
5.75
JANUARY 1983
Table X
C- Factor Table
BTU H FT C BTU H FT C
16.9
16.8
16.7
16.5
16.4
16.3
16.1
16.0
15.8
15.6
15.5
15.3
15.1
14.9
14.8
14.6
14.3
14.1
I
5.25
5.00
4.75
4.50
4.25
4.00
3.75
3.50
3.25
3.00
2.75
2.50
2.25
2.00
1.75
1.50
1.25
1.00
13.7
13.4
13.2
12.9
12.6
12.3
12.0
11.6
11.2
10.8
10.4
9.9
9.4
8.8
8.1
7.3
6.4
5.3
5.50 13.9 0.75 3.8
FLOOR AREA
FURNACE CAPACITY
(FP /KW)t
JANUARY 1983
Table XI
E/E Ratios (RE /E) for Calculating Duct Losses*
E/E RATIOS (RE /E)
DUCT INSULATION THICKNESS R -VALUE
NONE I 1/2" 1 1" 1 2" T- /4" I 31/2" 1 6"
Ro R1.75 Its R7 R9 Rai r R19
300 0.600 0.380 0.305 0.240 0.152
150 0.480 0.230 0.161 0.132 0.106 0.071
100 0.480 0.280 0.143 0.102 0.084 0.068 0.046
75 0.320 0.193 0.104 0.075 0.062 0.050 0.034
60 0.240 0.149 0.081 0.059 0.048 0.040 0.027
50 0.193 0.121 0.067 0.049 0.040 0.033 0.022
40 0.149 0.095 0.053 0.038 0.032 1 0.026 0.018
8
30 0.100.069!0.039 !0.02910.0240.020 0.013
'REn is for single stage fumaces and heat pumps. For multistage furnaces, use first stage
capacity RE /E x 0.60.
tlf rated capacity (KW) of heating equipment is not available, use FP /KW 60.
4
NATURAL GAS THERM 17.9
NO. 2 FUEL OIL
L.P. GAS
Cedar /Pine/
Alder
WOOD D Fir /Maple/
Hemlock
Table XII
Secondary Fuel Systems
KWH CONVERSION FACTORS
SECONDARY FUEL EQUIPMENT TYPE
NON
TYPE UNITS CENTRAL AIR -TIGHT AIR -TIGHT FIRE
FURNACE STOVE STOVE PLACE
1 GAL 26.9
GAL 17.2
i 2000 1250 500
I
1 CORD 2460 1540
615
Oak 3420 2140 855
COAL (Bituminous) LB 1.52 0.952 0.381
KEROSENE
JANUARY 1983
NON
VENTED
SPACE
HEATER
1
VENTED
SPACE
HEATER
GAL 37.5 33.6
AVERAGE DURATION
4HRS 16HRS 18HRS I10HRSI12HRSI14HRSI16HRS
0 °F (NONE) 1 1 1 1 1 1 1
2 °F
4 °F
SETBACK F)
6 °F
8 °F
10 °F
Table X111
Thermostat Setback Multipliers*
*Multipliers for setbacks other than none (0°F) are weather specific and must be
calculated for each city. Use the following formula to calculate the multipliers for your
area, then fill in the blanks in the table (see "Standard Heat Loss Methodology" for a
detailed discussion)
S.B. Multiplier 1
WHERE
D Degree days for the area (normal 65 °F base)
d Length of heating season (days)
DURATION Average length of setback per day (hours)
*NOTE: Use the multiplier denved from a 10°F setback as the minimum limit. Do not use
multipliers derived from setbacks exceeding 10°F.
JANUARY 1983
SETBACK °F x DURATION (HRS)
(D /d) 3 °F 24 HRS J
BPA STANDARD HEAT LOSS METHODOLOGY
JANUARY 1983
HEATING DEGREE DAYS
97 1/2 PERCENT DESIGN TEMPERATURES
HEATING SEASON LENGTHS
AVERAGE WINTER TEMPERATURES
The heating degree days are 1941 to 1970 normals taken from Climatological
Data published for each state by the National Oceanic and Atmospheric
Administration (NOAA).
The 97 1/2 percent design temperatures are taken from the 1981 ASHRAE
Fundamentals Handbook.
The heating season lengths were taken from the Handbook of Air Conditionin&
Heating and Ventilating by Strock and Koral.
The average winter temperature (tave), for use in REAC programs only, is
defined by the equation:
T ave =65 -DD
1
where,
DD Degree -days (base 65
1 length of heating season (days).
Weather data other than the data listed herein may be used if approved by BPA.
2
STATION
ADRIAN 5534
ALBANY
ANTELOPE 1 N 6262
ARLINGTON 4821
ASHLAND 1 N 5089
CHEMULT 8479'
CHERRY GROVE 2 S 5438
CLATSKANIE 3 W 5233
CLOVERDALE 1 NW 4886
CONDON 6643
DANNER 6876
DAYVILLE 5591
DETROIT 6026
DRAIN 4452
DUFUR 5832
ECHO 4918
ELGIN 6685
ELKTON 3 SW 4241
ENTERPRISE 7949
ESTACADA 2 SE 5021
OREGON
Average
ANNUAL 97 1 /2Z Design Days /Heating Winter
Degree Days Temperatures Season Temperature
ASTOR EXPERIMENT STA 5195
ASTORIA WSO 5295 29 365 51
BAKER KBKR 6906 6 314 43
BANDON 1 E -BATES BOG 4909
BEND 7117 4
22
BEULAH 6401
BONNEVILLE DAM 4970
BROOKINGS 4281
BURNS WSO 7212 302 41
CANARY 4742
CORVALLIS ST. COLLEGE 4854 22
COTTAGE GROVE 1 S 4890
COTTAGE GROVE DAM 5034
COVE 1 ENE 6628
DALLAS 5064
3
Average
STATION ANNUAL 97 1/2% Design Days /Heating Winter
Degree Days Temperatures Season Temperature
EUGENE WSO 4739 22 300 49
FOREST GROVE 4851
FRIEND 7035
GRANTS PASS 4375 24
HALFWAY 7081
HART MOUNTAIN REFUGE 7879
HEADWORKS PTLD WATER 5293
HEPPNER 5744
HERMISTON 2 S 5123
HILLSBORO 4949
HOOD RIVER EXP STATION 5535
HUNTINGTON 5415
KENT 6475
KLAMATH FALLS 2 SSW 6516
LOCOMB 1 WNW 5051
LA GRANDE 6069
LAKEVIEW 7069
LEABURG 1 SW 4682
MADRAS 6441
MALHEUR BRANCH EXP STA 5811
MALHEUR REFUGE HDQ 6972
MC MINNVILLE 4970
MEACHAM WSO 7863 345 42
NEDFORD EXPERIEMENT STA 4939
MEDFORD WSO 4930 23 270 47
MILTON FREEWATER 4 NW 4811
MORO 6181
NEWPORT 5235
NORTH BEND FAA AP 4688
NYSSA 5726
OCHOCO RANGER STATION 8108
OWYHEE DAM 5235
PAISLEY 6377
PENDLETON WSO 5240 5 260 45
PORTLAND WSO 4792 23 293 49
POWERS 4352
PRINEVILLE 4 NW 6753
PROSPECT 2 SW 5663
REDMOND 2 W 6411
REDMOND FAA AIRPORT 6643
OREGON
9
STATION
REEDSPORT 4679
RIDDLE 2 NNE 4356
ROSEBURG KQEN 4385 23 280 49
ROUND GROVE 7774
SALEM WSO 4852 23 292 48
SEASIDE 4864
SEXTON SUMMIT WSO 6430
SILVER CREEK FALLS 5944
SQUAW BUTTE EXP STA 7452
THE DALLES (DALLESPORT) 4978 19
THREE LYNX 5684
TIDEWATER 4523
TILLAMOOK 1 W 5338
UNION 6430
VALE 5879
VALSETZ 5593
WALLOWA 7276
WICKIUP DAM 8183
OREGON
Average
ANNUAL 97 1 /2% Design Days /Heating Winter
Degree Days Temperatures Season Temperature
5
STAT ION
ABERDEEN 5316 28 365 50
ANACORTES 5168
BATTLEGROUND 5263
BELLINGHAM 2N 5738 15 365 49
BICKLETON 6859
BLAINE 5724
BREMERTON 25
BUCKLEY 1 NE 5501
CEDAR LAKE 6525
CENTRALIA 4982
CHELAN 6151
CHEWELAH 7188
CLEARBROOK 5807
CLE ELEM 7020
COLFAX 1 NW 6319
COLVILLE AIRPORT 7097
CONCONULLY 7521
CONCRETE PPL FISH STN 5162
COUPEVILL 1 S 5609
DALLESPORT FAA AP 4978
WASHINGTON
Average
ANNUAL 97 1 /2% Design Days /Heating Winter
Degree Days Temperatures Season Temperature
DAVENPORT 7129
DAYTON 1 WSW 5628
DIABLO DAM 6214
ELMA 5203
ELLENSBURG AP 6 295
EVERETT 5347 25 365 50
FORKS 1 E 5816
GLENOMA 1 W 5678
GRAPEVIEW 3 SW 4873
KELSO 365
KENNEWICK 4892 11
KID VALLEY 5769
LA CROSSE 5979
LANDSBURG 5854
LAURIER 7241
LIND 3 NE 6037
LONGVIEW 5064 24
MCMILLIN RESERVOIR 5550
MONROE 5133
MOSES LAKE 7
6
STATION
MOUNT ADAMS RANGER STORE 6973
MUD MOUNTAIN DAM 6067
NESPLELM 2S 6899
NEWHALEM 5754
NEWPORT 7406
NORTH HEAD
NORTHPORT 6588
OAKVILLE 5380
ODESSA 6148
OLGA 2 SE 5842
QUILCENE 2 SW 5581
QUILLAYUTE WSO AP 5951
QUINCY 1 S 6227
RITZVILLE 1 SSE 6386
ROSALIA 6818
SHELTON 5241
SNOQUALMIE FALLS 5487
SPOKANE WSO AP 6835
SPRAGUE 6536
STEMPEDE PASS WSMO 9400
WASHINGTON
Average
ANNUAL 97 1/2% Design Days /Heating Winter
Degree Days Temperatures Season Temperature
PORT ANGELES 5842 27
PORT TOWNSEND 5284
PROSSER 4 NE 5570
PULLMAN 2 NW 6624
PUYALLUP 2 W EXP STA 5173
2
365
OLYMPIA WSO AP 5530 22 365 50
OTHELLLO 6 ESE 5858
PALMER 3 ESE 5761
PLAIN 7424
POMEROY 5 767
SEATTLE EMSU WSO 4487 26 309 51
SEA -TAC WSO AP 5185 26
SEATTLE U OF W 4695 27 343 51
SEDRO WOOLEY 5356
SEQUIM 5645
301 42
STARTUP 1 E 5181
STEHEKIN 4 NW 6795
SUNNYSIDE 5361
TACOMA CITY HAIL 4835 24 331 50
TATOOSH ISLAND 365
STATION
VANCOUVER 4 NNE
WALLA WALLA WSO CI
WAPATO
WATERVILLE
WENATCHEE
WILBUR
WILLAPA HARBOR
WILSON CREEK
WINTHROP 1 WSW
YAKIMA WSO AP
Average
ANNUAL 97 1 /2X Design Days /Heating Winter
Degree Days Temperatures Season Temperature
4667
4835
5239
7517
6950
5078
6230
7708
6009
WASHINGTON
8
7
11
250
47
5 277 43
STATION
ABERDEEN EXP- STATION 7482
AMERICAN FALLS 1 SW 6902
ANDERSON DAM 6430
ARROWROCK DAM 6451
ASHTON 8793
AVERY RANGER STATION 2 6758
BLACKFOOT 2 SSW 6922
BLISS 4 NW 5970
BOISE WSFO AP 5833 10 277 44
BONNERS FERRY 1 SW 7091
BURLEY FAA AP 6731
CALDWELL 5736
CAMBRIDGE 6809
CASCADE 1 NW 8720
CHALLIS 7781
CHILLY BARTON FLAT 10,000
COEUR D'ALENE RS 6564 -1
COUNCIL 6610
DEER FLAT DAM 5254
DRIGGS 9123
DUBOIS EXP STATION 8424
EMMETT 2 E 5623
FENN RANGER STATION 6090
FORT HALL INDIAN AG 7044
GARDEN VALLEY RS 6863
GLENNS FERRY 5469
GRACE 8419
GRANGEVILLE 7146
GRAND VIEW 2 W 5507
HAILEY AIRPORT 8184
HAZELTON 6353
HILL CITY 8830
HOLLISTER 6725
IDAHO CITY 7643
IDAHO FALLS FAA AP 7888 -6
IDAHO FALLS 46 W 8619
ISLAND PARK DAM 10,394
JEROME 6256
KELLOGG 6798
KOOSIKA 5730
IDAHO
Average
ANNUAL 9-7 1/2% Design Days /Heating Winter
Degree Days Temperatures Season Temperature
9
2
STATION
KUNA 2 NNE 5949
LEWISTON WSO AP 5464
LIFTON PUMPING STATION 8779
MACKAY RANGER STATION 9661
MALAD 7061
NEZPERCE 7250
NEW MEADOWS RANGER STATION 8716
OAKLEY 6428
OROFINO 2 F 5454
PARMA EXPERIMENT STA 5929
POTLATCH 3 NNE 6785
PRESTON KACH 7325
PRIEST RIVER EXP STA 7755
RICHFIELD 7549
RIGGINS 4849
STREVELL 7500
SWAN FALLS POWER HOUSE 4809
THREE CREEK 7970
TWIN FALLS
WALLACE WOODLAND PARK 7618
WISER 2 SE 5839
IDAHO
Average
ANNUAL 97 1 /2Z Design Days /Heating Winter
Degree Days Temperatures Season Temperature
MAY 8367
MC CALL 9077
MONTPELIER RANGER STATION 8825
MOSCOW UNIV -of -IDAHO 6614 0
MOUNTAIN HOME 5979 12
PAUL 1 ENE 6867
PAYETTE 5717
PEIRCE 8216
POCATELLO WSO AP 7063 -1 290 41
PORTHILL 7336
SAINT MARIES 7755
SALMON 1 N 7789 307 40
SANDPOINT KSPT 6688
SHOSHONE 1 WNW 6733
ST. ANTHONY 1 WNW 8311
10
6
2
269 45
STATION
DARBY 7361
DILLION AIRPORT 8354
DILLON WMCE 8002
EAST INACONDA 8414
ENNIS 8020
FORTINE 1 N 8424
HAMILTON 7187
HAUGAN 3 E 8152
HEBGEN DAM 10,574
HERON 2 NW 7738
MORRIS MADISON PH 6970
PHILIPSBURG RANGER STA 8856
SAINT IGNATIUS 7197
SEELEY LAKE RANGER STA 8773
STEVENSVILLE 7668
SUMMIT 10,628
SUPERIOR 7203
THOMPSON FALLS PH 6684
TRIDENT 7393
TROUT CREEK RANGER STA 7648
VIRGINIA CITY 8489
WEST GLACIER 8465
WEST YELLOWSTONE 10,986
WISDOM 10,824
(0183U)
WESTERN MONTANA
Average
ANNUAL 97 1 /2% Design Days /Heating Winter
Degree Days Temperatures Season Temperature
BELGRADE FAA AP 8686
BIGFORK 13 S 7211
BOULDER STATE SCHOOL 8572
BOZEMAN MONT. ST. UNIV. 8165 -14
BUTTE FAA AP 9719 -17 365 38
KALISPELL WSO AP 8554 7
KALISPELL 7842 323 41
LIBBY 1 NE RANGER STA 7443
LIMA 9567
MISSOULA WSO AP 7931 -6 312 40
11
(WP- PKI- 1654c)
Reimbursement
Attachment 8, Page 1 of 1
Energy Conservation Agreement
1/10/83
1. Utility Administrative Costs. Bonneville shall pay the Utility
$160 for the Utility's costs incurred in administering the
provisions of this Program Exhibit, exclusive of advertising ana
Energy Analyst and Inspector training costs, upon the Utility's
certification that any of The Measures a, b, c, or d of
Section 1 of Attachment 1 or either of Measures a or b of
Section 4 of Attachment 1. The Measures of Attachment 1 have
been installed in a Residence pursuant to Attachment 1 and meet
or exceed the specifications in Attachment 7 (Completed JoD).
Only one administrative cost payment shall be made for each
Residence under this Program.
2. Advertising. Bonneville shall pay the Utility for advertising
costs incurred in the Program up to $10.00 per Completed Job.
Bonneville shall pay only for Program- specific advertising under
this Program.
3. Training. Bonneville shall pay the Utility, in accordance with
the Training section of the Energy Conservation Agreement, the
actual training costs, not to exceed $100 per day and not to
exceed a total of $1000, for each Energy Analyst or Inspector
trained in accordance with Attachment 4, upon certification to
Bonneville that the Energy Analyst or Inspector has successfully
completed the appropriate examination specified in
Attachment 4. Bonneville shall pay no more than $1000 for the
training costs of any Energy Analyst or Inspector who receives
training pursuant to the provisions of this Program.
7 ,fszitato?,,,:,,,
TO: CITY MANAGER, MAYOR AND CITY COUNCIL
FROM: LEW COSENS
DATE: NOVEMBER 2 1982
SUBJECT: INSTITUTIONAL BUILDING PROGRAM INFORMATION
5+4
ELC:jr
Attached to this memo is a description of assistance available to help
the City save money on our energy bills for all of our buildings.
Tamasin Sterner has met with Bill McNeece and together they have listed
all of the City's buildings by department. Each Department Head has
received a "Preliminary Energy Audit Form" for each building. They
have been asked to fill out the form and return them to Tamasin, who
will then complete the form if necessary. At that point, The City will
be ready to ask a State Certified Energy Analyst'to do complete energy
audits on our buildings to determine what should be done and the cost
of doing so.
i
There is assistance available to help owners of Insitutional Buildings
save energy dollars.
The Washington State Energy office is the administrator of two such
assistance programs:
1. BPA's Institutional Buildings Program and
2. Department of Energy's Institutional Conservation Program.
The programs work like this:
A. A preliminary Energy Audit is performed on the building by
anyone that knows the basic workings of the building to
determine the basic characteristics of the building.
B. Then an Energy Audit is performed by a state- certified Energy
Analyst. This audit is more detailed than step A. The Analyst
determines whether there are operating and maintenance proce-
dures that will reduce energy use.
C. The institution is then eligible to compete for technical
assistance analysis grants, which is an engineering study.
This study is a detailed professional analysis that reports
specific costs, energy savings and payback periods obtainable
from the installation of equipment; or physical changes to
building structures; or conversion of heating systems to
utilize more abundant fuels or renewable energy resources.
This technical assistance analysis will probably identify
enough cost effective projects to pay for itself in energy
savings. If we are chosen, the institution pays 50% of the
cost of the study and the other 50% is paid for by DOE or
BPA money.
D. The final step is the competition for the actual implementa-
tion of the energy conservation actions proposed in step C.
100% of the work could be paid for by BPA if the proposals
are cost effective. If the work is funded by DOE, 50% is
funded. Also, if chosen, the 50% of the professional analysis
that the institution paid in step C would be paid back from
DOE or BPA.
It is suggested that the City start this procedure for these reasons:
1. From the preliminary audit, the City will learn about it's
buildings, becoming aware of any basics we may not be familiar
with.
2. For SO% of the cost of a detailed indepth engineering study,
the city will identify what should be done to save energy and
be made aware of the costs. (The SO% we pay may be reimbursed)
3. If the study determines that the proposed improvements are
cost effective, the work could be completely financed and;
4. best of all reasons, energy and money is saved.
t lan{ard Gen.
Plant
12EC1ONA! ?Ow1=2 SvPPL' RCA N12' ATIOINI
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(4f11. 'ter
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a toe n. 13d. cre DirettorS
(Owners
1 B Me» Exec. ann.. i'ttee
(5 etec1a4 via .Ly membevs',
3 QppObitecl U it mem6er.,
appvinyad by Governor)
RckwooJ V./NIP
2,3
3 t� tkidsfies
and lit�ur(r.a� attic
1 'RA rttGIpu IS 1
L e v,e;w ec1 I
Ac4hu r..
PartiCtpaht,S
C'cronttltet:
(i 2, °cci vuo esp,
(„_auih, l s!
WNP 4,5
(88 Pub. Wily)
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Ut. 1, ties
(i'0. inlet -tte)
Rs bl lc and
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ierrrttttatptt Unto, J
`Q I oocvc e,cp, level ;4-4)
Share erf WNP4,S
acoma- 4fa1 rep re seNfr ow azo. S
64C 6h,./tie
Randy Fairchild
Rick Oakes
Peninsula Excavating
1014 Mt. Pleasant Road
Port Angeles, WA 98361
Dear Randy and Rick:
I want to summarize our meeting today.
ATS:jr
cc:
Lew Cosens, Light Department Director
Craig Mid.. er, City Attorney
Flodstrq City Manager
s /9 5',
Aice
June 16, 1982
Sincerely,
A. Tamasin Sterner
Conservation Manager
140 WEST FRONT ST. P.O. BOX 1150 PORT ANGELES, WASHINGTON 98362
It has been agreed that all wrapping for us will stop immediately and
will not start again until we give you the word. Between now and the
time you restart, you will reprinting our door knob hangers and we
will be inspecting all your work.
This delay is unfortunate, but it is necessary in order for us to
ensure the success —of our program.
AMENDATORY AGREEMENT
executed by the
UNITED STATES OF AMERICA
DEPARTMENT OF ENERGY
acting by and through the
BONNEVILLE POWER ADMINISTRATION
and
THE CITY OF PORT ANGELES
�n k; b i 4-- F
Amendatory Agreement No. 6 to
Contract No. DE- MS79- 81BP90811
Energy Conservation Agreement
5/14/82
This AMENDATORY AGREEMENT, executed a 1982, by the
O
'UNITED STATES OF AMERICA, Department of Energy, acting by and through the
BONNEVILLE POWER ADMINISTRATION (Bonneville), and THE CITY OF PORT ANGELES
(Utility), a municipal corporation of the State of Washington,
WITNESSETH:
WHEREAS the parties hereto, on December 15, 1981, executed a conservation
contract (Contract No. DE- MS79- 81BP90811 which as amended is hereinafter
referred to as "Energy Conservation Agreement providing for the
implementation of certain conservation programs, and the parties desire to
amend such contract to implement the attached Water Heater Wrap Program II and
to make other necessary revisions;
NOW, THEREFORE, the parties hereto mutually agree as follows:
s 4�
1. Effective Date of Agreement. This amendatory agreement shall be
effective as of 2400 hours on the date of execution (Effective Date).
2. Amendment of Energy Conservation Agreement. The Energy Conservation
Agreement is hereby amended as follows:
(a) Exhibit A is deleted and replaced by the attached Exhibit A
dated May 14, 1982.
(b) Any Water Heater Wrap Program, dated July 10, 1981, and any
amendment thereto dated February 2, 1982, is deleted and replaced with the
attached Water Heater Wrap Program II, dated May 14, 1982.
IN WITNESS WHEREOF, the parties hereto have executed this amendatory
agreement in several counterparts.
ATTEST:
By e.
Title
Date
8/4/82
(WP- PCI- 1202c)
City Clerk
UNITED STATES OF AMERICA
Department of Energy
Bonneville Powe
THE CITY OF PORT ANGELES
ministrator
By)/
X
Title Mavor Pro Tem
Date 8/3/82
�r
Conservation Program Offerings
Exhibit A, Page 1 of 1
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
1. Shower Flow Restrictor Program II dated May 14, 1982
2. Water Heater Wrap Program II dated May 14, 1982
3. Street and Area Lighting Efficiency Improvement Program II dated May 14,
1982
4. Commercial Conservation Program II Lighting and Water Heating dated
May 14, 1982
5. Energy Buy -Back Weatherization Program II /Zero Interest Loan
Weatherization Program II dated May 14, 1982
c.
Water Heater Wrap Program II
Index to Sections
Exhibit
Contract DE- MS79 -81BP
Energy Conservation Hyreem
5/14/82
Section Page
1. Program Overview 1
2. Definition 1
3. Attachments 1
4. Availability 1
5. Program Procedures 1
6. Payment Procedures 1
7. Use of Section 6(b) Funds by Utility 2
8. Program Records 2
9. Program Reports 2
10. Program Audits 2
Attachment 1 (Water Heater Wrap Specification) 1
Attachment 2 (Fixed Rate Reimbursement) 1
Attachment 3 (Annual Energy Savings) 1
5.45
Exhibit 1, Page 1 of 2
Water Heater Wrap Program II
Contract No. DE-M S79 -81BP
Energy Conservation Agreement
5/14/82
1. Program Overview.
Bonneville shall pay the Utility for installing and inspecting wraps for
electric water heaters used primarily to heat water used in Residences at
a fixed rate per installation. The method of accomplishing this Program
shall be determined by the Utility.
2. Definition.
"Residence" means any building or mobile home used for residential
occupancy.
3. Attachments.
Attachment 1 (Water Heater Wrap Specification), Attachment 2 (Fixed Rate
Reimbursement), and Attachment 3 (Annual Energy Savings) are hereby made a
part of this Exhibit.
4. Availability.
The Program is available for Residences in the Region which utilize
electric water heating.
5. Program Procedures.
The Utility or its designee shall inspect each water heater wrap
installed and certify to Bonneville that the materials and installation
meet or exceed the specifications set forth in Attachment 1.
6. Payment Procedures.
(a) Payments will be made in accordance with the method, terms, and
procedures specified in the applicable Table of Exhibit B of the
Energy Conservation Agreement.
(b) For each water heater wrap installed and inspected in accordance with
section 5 above, Bonneville shall pay the Utility the amount
indicated in Attachment 2.
(c) If after the Effective Date of this Program a Measure is added, which
was not previously offered as part of this Program, the Utility shall
become eligible for retroactive reimbursement by Bonneville pursuant
to Exhibit C of the Energy Conservation Agreement for those similar
measures accomplished by the Utility on or after Uecember 5, 1980,
and prior to the date the Measures are made available.
(d) Attachment 3 shall be used to compute the amount of energy, if any,
to be returned in accordance with the Consideration section of the
Energy Conservation Agreement.
7. Use of Section 6(b) Funds by Utility.
The Utility shall impose no direct charge upon its Consumers for the
materials or labor for the Water Heater Wrap Program II.
8. Program Records.
Exhibit Page 2 of 2
Water Neater Wrap Program II
Contract No. 0E- MS79 -81BP
Energy Conservation Agreement
5/14/82
The Utility shall maintain a record of the following information regarding
its transactions with each Consumer under this Program:
(a) Consumer name, address, and account number;
(b) tank location (heated or unheated space);
(c) date of installation;
(d) record of inspection of installed wrap; and
(e) supporting documents and records for verification of costs involving
reimbursement of funds from Bonneville.
9. Program Reports.
The Utility shall provide monthly to Bonneville the total number of water
heater wraps installed and inspected during each month by submitting
Form BPA- 1418 -F, Monthly Financial Summary, as specified in the Program
Reports section of the Energy Conservation Agreement.
10. Program Audits. Bonneville, at its expense, may:
(a) audit and examine Program records and accounts maintained by the
Utility pursuant to section 8 above and the Program Records section
of the Energy Conservation Agreement;
(b) request copies of such records for audit purposes;
(c) conduct random inspections of installations made under this Program;
all such inspections shall be arranged in advance by the Utility.
Should any Residence be unavailable for inspection, an alternate
Residence shall be selected; and
(d) review Utility procedures employed in accomplishing the provisions of
this Program.
(WP -PCI -1205c)
BONNEVILLE /UTILITY
ELECTRIC WATER HEATER WRAP
MATERIAL SPECIFICATION
Attachment 1, Page 1 of 13
Water Heater Wrap Program II
Contract No. DE- MS79 -81bP
Energy Conservation Agreement
5/14/82
100. TABLE OF CONTENTS
Section Title Page
101 SCOPE 1
102 DEFINITIONS 1
103 REFERENCED DOCUMENTS 2
104 SPECIFIC REQUIREMENTS 2
105 PACKAGING OPTIONS 4
106 INSTALLATION INSTRUCTIONS 5
101. SCOPE
This specification covers the minimum material requirements for
fiberglass retrofit Kits. Utilities will specify the size Wrap to be
furnished and may add additional requirements to meet their particular
needs, if desired.
102. DEFINITIONS
ASTM American Society for Testing and Materials
Kit Residential type electric water heater insulation kit,
complete as specified.
NVLAP U.S. Department of Commerce, National Voluntary Laboratory
Accreditation Program, National Bureau of Standards,
Washington, DC 20234.
PSTC Pressure Sensitive Tape Council, 1800 Pickwick Ave.,
Glenview, I11. 60025 (312) 724 -7700.
Attachment 1, Page 2 of 13
Water Heater Wrap Program II
Contract No. DE-iviS79 -81BP
Energy Conservation Agreement
5/14/82
UL Underwriters Laboratories, 1655 Scott Blvd., Santa Llara, LA
95050.
Vendor An individual, partnership, or corporation which receives a
contract to supply Kits.
Wrap Insulation blanket with vinyl facing, as specified.
103. REFERENCED DOCUMENTS
Bonneville /Utility Electric Water Heater Wrap Installation Specifications.
104. SPECIFIC REQUIREMENTS
A. The laminated Wrap shall have an insulation rating of R -10 or
greater. (R -11 or greater for insulation supplied for use in the
State of Oregon.)
B. The Wrap shall be a flexible, resilient blanket of fibrous glass,
bonded with a thermosetting resin to provide dimensional stability
and good handling properties. The laminated Wrap shall meet the
minimum performance requirements specified in Table 1 below:
SUBJECT TEST METHOD
(hennal HS IM
Conductivity C -177*
C -518*
i c ness Pin Aeasure
K U.26
TABLE 1
JYttA r I G
REQUIREMENT
Appearance Manual No wet or hard spots
Examination in insulation
of Sample
Attachment 1, Page 3 of 13
Water Heater Wrap Program II
Contract No. DE- MS79 -818P
Energy Conservation Agreement
5/14/82
TOLERANCE REJECT
+U.Ub Greater
0.10 than
+U. U6
riches Required R x Actual l +rnr ow
1/8" Minimum
Tol erance
Width Ruler As Specified +1/8" Uut of
Tolerance
Length Ruler As Specified +1/4" Out of
To i erance
Density Weighing 0.6 1 b /ft' +0.5 Less
sample and -0.05 than
calculating U.55U
weight per
Ft
Facing Hand Adhesion must be Not as
Adhesion Stripping such that stripping Specified
to Blanket of facing causes
delamination of
the F/G surface
fibers
Only laboratories accredited for the referenced tests methods under NVLAP
are acceptable for certification of K- values under this program.
Not equal to
manufacturers
sample approved
by the Utility.
Attachment 1, Page 4 of 13
Water Heater Wrap Program II
Contract No. DE- 11579 -816P
Energy 2 Conservation Agreement
C. The minimum Wrap dimensions shall be as specified by the Utility.
D. The Wrap shall be faced with white vinyl sheeting with a nominal
thi ckes s of 4 mils (minimum 3.2 mils) The vinyl shall be
continuously laminated to the fiberglass blanket.
1. The vinyl facing shall have a flame spread rating of no more
than 150.
2. The vinyl facing shall be: Stauffer Chemical (Plastics
Division, Westport, CT) "Ul trafi l m Atlas 96 or Kohkoku USA,
Inc. (Everett, WA) "Achilles EUJO 3.2 or equivalent products
manufactured by others.
E. The tape supplied shall be white vinyl: Fassion (Div. of Avery
Products, Painsville, OH) "Fastape type 0555 White Vinyl Compac
(Netcong, NJ) "Perm Tape Embossed White Vinyl type 4025 -4 or
equivalent products manufactured by others.
The tape shall be provided in sufficient quantities to install the
Wrap according to the Electric Water Heater Wrap Installation
Specifications. The minimum tape width furnished shall be
three inches.
F. The Utility may add requirements to these minimum specifications in
order to meet their particular needs, except that the additional
requirements may not conflict with these specifications or
significantly limit competition.
G. The Vendor shall furnish a set of material test results
correspondi ng wi th the precedi ng requirements as wel 1 as certify i n
writing to the Utility that the product offered meets the
requirements of this specification and any additional requirements
added by the Utility.
H. All materials used in the Kit shall be UL listed for f i r e
resi stance.
105. PACKAGING OPTIONS
A. The product shall be supplied in either of two ways:
1. Consumer Application: Packaged individually in sealed
containers, complete with Wrap, an adequate amount of tape,
and complete instructions suitable for use by an individual
Consumer.
2. Utility Application: Wrap packaged individually in a sealed
container. Tape to be supplied in bulk, packaged separately.
The amount of tape to be furnished shall be the net calculated
amount necessary for the number of Kits ordered plus
10 percent.
B. The packaging option shall be specified by the Utility. In either
case, packages shall be labeled in accordance with Federal Trade
Commission standards, including rated R- value.
C. The product shall be packaged in such a way that water vapor or
moisture do not collect within. Evidence of moisture present in
the package or Wrap shall be grounds for rejection.
106. INSTALLATION INSTRUCTIONS
A. Fully illustrated instruction materials, which are compatible with
the installation instructions of the UL (as described in the
Electric Water Heater Wrap Installation Specification), shall be
provided in the following manner:
1. If the order specifies "Consumer Application a complete set
of instructions shall be included in each kit.
2. If the order specifies "Utility Application ten copies of
the instruction materials shall be sent directly to the
Utility and none need be included with the individual Kits.
B. All Kit suppliers shall, as a minimum, include the provisions in
Sections 204C through 204K of the Bonneville /Utility Electric Water
Heater Wrap Installation Specification in their installation
i nstructions.
WP-PC
Attachment 1, Page 5 of is
Water Heater Wrap Program II
Contract No. DE M S79 -81 BP
Energy Conservati Agreement
5/14/82
202. DEFINITIONS
Tape
Wrap
BONNEVILLE /UTILITY
ELECTRIC WATER HEATER WRAP
INSTALLATION SPECIFICATION
Attachment 1, Page 6 of 13
Water Heater Wrap Program II
Contract No. DE- M579 -81BP
Energy Conservation Agreement
5/14/82
200. TABLE OF CONTENTS
Section Title Page
201 SCOPE 6
202 DEFINITIONS 6
203 REFERENCED DOCUMENTS 7
204 SPECIFIC REQUIREMENTS 7
201. SCOPE
This specification covers the requirements for installing fiberglass
retrofit Electric Water Heater Wrap on Residential Type Water Heaters.
It is applicable to both Consumer and Utility installations.
Kit One set of water heater insulation materials, complete
with vinyl faced Wrap, vinyl Tape, manufacturer's
instructions and required Safety Label.
Residential An electric water heater with the following
Type Water characteristics: Electric capacity of 10 kW or less,
Heater tank size of 125 gallons or less, and a pressure rating
of 15U psi or less. However, "point -of -use" water
heaters with limited storage capability of 1U gallons or
less are not included in this definition.
Safety Label Label cautioning that thermostats should be set to
maintain water temperature of 140 F or below, or some
other specified temperature established according to
Section 204E hereof.
Mastic coated vinyl tape meeting the requirements of the
Electric Water Heater Wrap Material Specification.
Vinyl -faced fiberglass blanket meeting the requirements
of Electric Water Heater Wrap Material Specification.
0 c
203. REFERENCED DOCUMENTS
A. Bonneville /Utility Electric Water
Heater Wrap Material Specification
B. Oregon State Structural Specialty Code and
Fire and Safety Code, 1979 Edition
C. National Fire Protection Association
National Fire Code, 1980
204. SPECIFIC REQUIREMENTS
Attachment 1, Page 7 of 13
Water heater Wrap Program II
Contract No. OE-M S79 -h1bP
Energy Conservation Agreement
5/14/82
Chapter 53
Page 5308
Manual 89111
Table 2 -1.1
and 2 -1.2
A. Wraps shall be applied only to Residential Type Water heaters.
B. Wraps shall have an insulation rating of R -10 or greater (R -11 or
greater for Wraps supplied for use in the State of Oregon)
In specific situations where clearances around the water heater
prevent the installation of R -10 (or R -11) insulation, the
following alternatives shall be applied in the order listed.
1. Wherever possible, full R -10 (or R -11) wrap shall be installed
even though portions of the insulation must be compressed
where clearance is impaired;
2. If partial compression of the full wrap thickness still does
not permit installation of R -10 (or R -11) insulation, then
whenever possible (i.e., where a floor drain is present and
plumbing and electrical connections allow movement without
potential damage), the tank shall be drained and moved to
permit installation of the full R -10 (or R -11) wrap, after the
consumer's approval has been obtained. Power must be turned
off before water is drained and not turned on again until the
tank is refilled.
3. When neither of the alternatives above are feasible, a
noncontinuous wrap technique may be used. Wrap shall be
applied to the exposed (front) surface of the tank and shall
extend as far as practical into the gap between the wall and
the tank. In cases where water heater tanks are located in
corners or closets, the space defined by the tank surface and
adjacent corner(s) shall be completely filled prith pieces of
insulation material. The top including the corner(s) behind
the tank shall be completely insulated in a manner similar to
that normally used.
Attachment 1, Page 8 of 13
Water Heater Wrap Program II
Contract No. DE
Energy Conservation Agreement
5/14/82
C. Clearances between the surface of the wrap and adjacent heat
producing appliances including vent connectors shall be maintained
according to the recommendations contained in the National Fire
Protection Association National Fire Code 89hi. When information
concerning the appliance and /or its vent connector is needed to
determine the clearance and this information is not available, then
the clearance shall be increased to the largest amount indicated for
the possible configurations.
D. No water heater shall be wrapped which exhibits leaks or other
evidence of impending failure. In such cases the Lonsumer shall be
informed of the potential problem(s) observed and arrangements will
be made by the installer to return to install the hit at a later
time, after repairs have been made. Repair of water heaters,
associated piping and /or wiring, shall not be a part of this
program, except when the repair is minor in nature and incidental to
the wrapping process, or when the damage was caused by the installer
during the installation process.
E. Hot water temperatures shall be measured at an appropriate location
and water heater thermostats adjusted as necessary so that the water
temperature is 140 F or lower, prior to the installation of any Wrap
(except where higher temperatures are required by health
regulations). Where special circumstances, including health
regulations, require water temperatures above 140 F the following
procedure shall be used:
1. Water temperature shall not be set above 160 F;
2. Thermostat access covers shall be left exposed in a manner
similar to that described in Section 204J below; and
3. The Safety Label indicating a maximum temperature of 160 F
shall be applied. Such label may either be a special printing
or a corrected "140 F label" at the Utility's option.
F. The Kit used shall include a sufficiently large Wrap to entirely
enclose the sides and top of the water heater. however, the
material from two Wraps may be combined to insulate large tanks.
G. The Wrap shall be installed in either one of two ways:
1. As one piece sufficiently long that after completely enclosing
the sides, a cylindrical extension is created above the top of
the water heater tank. This extension shall then be carefully
placed down over the tank top by removing selected pieces of
fiberglass blanket from the vinyl facing, folding the facing
and taping the seams as indicated in Figure 1 and Figure 2; or
Attachment 1, Page 9 of 13
Water Heater Wrap Program II
Contract No. UE4IS79 -81 uP
5/14/
y Agreement
2. As two pieces, with the first piece forming a cylindrical wrap
of the tank sides and extending approximately three inches
above the tank top and the second cut into a circle with a
diameter equal to the tank to be placed across its top as shown
on Figure 3.
H. All seams shall be neatly taped. Care shall be taken not to pull
the Wrap so tight as to compress the insulation before taping. This
requirement is to prevent future separation of taped joints.
I. The operating portion of pressure /temperature (PT) valves shall be
left free from obstruction and if necessary the Wrap shall be neatly
cut back. In cases where the insulation can not be installed
between the tank surface and a drain pipe from the PT valve, care
shall be taken to insure that the drain end (bottom) of the pipe is
visible.
J. Cutouts shall be neatly made around the following tank access points
as shown in Figure 4: (1) electric service entry box cover; and
(2) tank drain valve. Each of these cutouts shall be cut back from
the access hole approximately one -half inch all around. Alternate
methods of securing edges of facing to the tank must be approved by
the Utility before use. If a water heater does not have an entry
cover, the cutout around the entry cover (or wire entry point) shall
be cut back from the entry cover so that a 3 inch by 3 inch opening
is formed, as shown in Figure 4.
Cutouts shall also be provided around the upper and lower thermostat
access panels under either of the following circumstances:
1. Where water temperatures above 1iO F are required by special
circumstances; or
2. When cutouts are required by Oregon State Structural Speciality
Code. As shown in Figure 5, a small amount of fiberglass shall
be removed from the adjacent edges of the cutout area so that
the facing edge can be neatly taped or otherwise fastened to
the tank at each panel.
Otherwise, the location of the thermostat access panels shall be
indicated on the outside of the Wrap. This may be done either by
making cutouts and then taping the cutouts back in place, or by
marking clearly on the surface of the vinyl facing the outline of
the panels.
Attachment 1, Page 10 of 13
Water Heater Wrap Program II
Contract No. DE-MS79-81BP
Energy Conservation Agreement
5/14/82
K. Following the installation of additional insulation, the Utility
furnished Safety Label shall be applied to the side of the wrapped
tank, in a visible location and preferably in a line between the
upper and lower thermostats.
(WP -PCI -1205c
FOLD AND TAPE
7- IN PLACE
FIGURE I FIGURE 2
SINGLE PIECE INSTALLATION DETAILS
a INSULATION
WRAP
EP
INSULATION
TOP PLATE
FIGURE 3
TWO PIECE INSTALLATION
DETAIL
BONNEVILLE SPECIFICATION
CDA /PM 3 /12181
v g ED
(D e+ h
t Ai
o C
•D s
c z
m
cr4 T (c
O y (D
V 'V
ic co�
((0 (0 -t
71 5 w
c+
MARK TI-ERMOSTAT
LOCATIONS OR
CUTOUT AND TAPE
IN PLACE.
DRAIN VALVE
FIGURE 4.
Attachment 1, Page 12 of 13
Water Heater Wrap Program 11
Contract No. DE- MS79 -D1 bP
Energy Conservation Agreement
5/14/82
WATER LINES
SERVICE WIRING
CUTOUTS
BONINIEVILLE SPECIFICATION
1/13/82
THERMOSTAT a
OVER- TEMPERATURE
SWITCH
THERMOSTAT
INSULATION
REMOVE SOME FIBER
GLASS TO TAPER
DRAIN VALVE
TAPE
P/T VALVE-
SECTION A
FIGURE 5
ACCESS PLATE
TAPE
Attachment 1, Page 13 of 13
Water heater Wrap Program II
Contract No. UE- 11579 -b1bP
Energy Conservation Agreeneni
WATER LINES 5/14/82
SERVICE WIRING
BONNEVILLE SPECIFICATION
CDA /PM 3/12/81
(WP- PCI- 1205c)
Fixed Rate Reimbursement
Attachment 2, Page 1 of 1
Water Heater Wrap Program I i
Contract No. DE- MS79 -81 BP
Energy Conservation Agreement
5/14/82
BPA will pay the Utility at the fixed rate of $32.00 for each water heater
wrap installed on an electric water heater by the Utility, its designee,
or the Consumer and inspected by the Utility or its designee.
If the Utility has, on or after December 5, 1980 and prior to the earlier
of the effective date of the Water Heater Wrap Program dated July 10,
1981, or May 14, 1982, installed water heater wraps with insulation
ratings of less than R -10, the fixed rate for retroactive reimbursements
shall be $30.00 for each water heater wrap installed.
Annual Energy Savings
Measure Life Expectancy
Annual Energy Savings Per Measure Installed
(WP- PCI- 1205c)
Attachment 3, Page 1 of 1
Water Heater Wrap Program II
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
10 years
435 kWhs
AMENDATORY AGREEMENT
executed by the
UNITED STATES OF AMERICA
DEPARTMENT OF ENERGY
acting by and through the
BONNEVILLE POWER ADMINISTRATION
and
THE CITY OF PORT ANGELES
This AMENDATORY AGREEMENT, executed
Exh“bil 14
Amendatory Agreement No. 8 to
Contract No. DE- MS79- 81BP90811
Energy Conservation Agreement
5 -14 -82
1 1982, by the
UNITED STATES OF AMERICA, Department of Energy, acting by and through the
BONNEVILLE POWER ADMINISTRATION (Bonneville), and THE CITY OF PORT ANGELES
(Utility), a municipal corporation of the State of Washington,
WITNESSETH:
WHEREAS the parties hereto, on December 15, 1981, executed a conservation
contract (Contract No. DE- MS79- 81BP90811 which as amended is hereinafter
referred to as "Energy Conservation Agreement providing for the
implementation of certain conservation programs and the parties desire to
amend such contract to implement the attached Street and Area Lighting
Efficiency Improvement Program II and to make other necessary revisions;
NOW, THEREFORE, the parties hereto mutually agree as follows:
1. Effective Date of Agreement. This amendatory agreement shall be
effective as of 2400 hours on the date of its execution (Effective Date).
2. Amendment of Energy Conservation Agreement. The Energy Conservation
Agreement is hereby amended as follows:
(a) Exhibit A is deleted and replaced by the attached Exhibit A dated
May 14, 1982.
(b) Any Street and Area Lighting Efficiency Improvement Program dated
August 10, 1981, is deleted and replaced with the attached Street and Area
Lighting Efficiency Improvement Program II dated May 14, 1982.
IN WITNESS WHEREOF, the parties hereto have executed this amendatory
agreement in several counterparts.
ATTEST:
By @t P}144-zLZ
Title City Clerk
Date 8/4/82
(WP- PCI- 1210c)
UNITED STATES OF AMERICA
Department of Energy
BY e.r.
nneville Power
THE CITY OF PORT ANGELES
Date 8/3/82
By 4- ‘4 zid
Title Mayor Pr Tern
Conservation Program Offerings
Exhibit A, Page 1 of 1
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
1. Shower Flow Restrictor Program II dated May 14, 1982
2. Water Heater Wrap Program II dated May 14, 1982
3. Street and Area Lighting Efficiency Improvement Program II dated May 14,
1982
4. Commercial Conservation Program II Lighting and Water Heating dated
May 14, 1982
5. Energy Buy -Back Weatherization Program II /Zero Interest Loan
Weatherization Program II dated May 14, 1982
AMENDATORY AGREEMENT
executed by the
UNITED STATES OF AMERICA
DEPARTMENT OF ENERGY
acting by and through the
BONNEVILLE POWER ADMINISTRATION
and
THE CITY OF PORT ANGELES
Amendatory Agreement No. 10 to
Contract No. DE- MS79- 81BP90811
Energy Conservation Agreement
5/14/82
This AMENDATORY AGREEMENT, executed January 1, 1983 by the
UNITED STATES OF AMERICA, Department of Energy, acting by and through the
BONNEVILLE POWER ADMINISTRATION (Bonneville), and THE CITY OF PORT ANGELES
(Utility), a municipal corporation of the State of Washington,
WITNESSETH:
WHEREAS the parties hereto, on December 15, 1981, executed a conservation
contract (Contract No. DE- MS79- 81BP90811 which as amended is hereinafter
referred to as "Energy Conservation Agreement providing for the
implementation of certain conservation programs, and the parties desire to
amend such contract to implement either the attached Energy Buy -Back
Weatherization Program II or the attached Zero Interest Loan Weatherization
Program II and to make other necessary revisions;
NOW, THEREFORE, the parties hereto mutually agree as follows:
P`
1. Effective Date of Agreement. This amendatory agreement shall be
effective as of 2400 hours on the date of execution (Effective Date).
2. Amendment of Energy Conservation Agreement. The Energy Conservation
Agreement is hereby amended as follows:
(a) Exhibit A is deleted and replaced by the attached Exhibit A
dated May 14, 1982.
(b) Any Energy Buy -Back Weatherization Program or Zero Interest Loan
Weatherization Program dated October 30, 1981, is deleted and replaced
with the attached Zero Interest Loan Weatherization Prcgrarn,
dated May 14, 1982.
IN WITNESS WHEREOF, the parties hereto have executed this amendatory
agreement in several counterparts.
ATTEST:
By
Title ak (!649C/
v
Date
(r
(WP- PCI- 1206c)
J ?f3
By
UNITED STATES OF AMERICA
Department of Energy
Bonneville Power /Administrator
THE CITY OF PORT ANGELES
By i-t:�c- j yZ
Title Mayor
Date January 1. 1983
Conservation Program Offerings
Exhibit A, Page 1 of 1
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
1. Shower Flow Restrictor Program II dated May 14, 1982
2. Water Heater Wrap Program II dated May 14, 1982
3. Street and Area Lighting Efficiency Improvement Program II dated May 14,
1982
4. Commercial Conservation Program II Lighting and Water Heating dated
May 14, 1982
5. Energy Buy -Back Weatherization Program II /Zero Interest Loan
Weatherization Program II dated May 14, 1982
ZERO INTEREST LOAN WEATHERIZATION PROGRAM II
Index to Sections
Exhibit
Contract No. DE- MS79 -81 BPggog ll
Energy Conservation Agreement
5/14/82
Section Page
1. Program Overview 1
2. Definition 1
3. Attachments 1
4. Availability 1
5. Available Measures 1
6. Program Procedures 2
7. Program Loans 2
8. Work Performed by Homeowners 4
9. Request for Loan Funds 5
10. Payment Procedure 5
11. Arrangements With Installers 5
12. Program Records 6
13. Program Reports b
14. Program Audits 6
15. Program Evaluation 7
16. Forms. 7
17. Authority to Act for Bonneville 8
18. Compliance with National Historic Preservation Act 8
Attachment 1 (Available Measures)
Attachment
Attachment
Attachment
Attachment
Attachment
Attachment
Attachment
Attachment
Attachment
2 (Energy Analysis Procedures)
3 (Inspection Procedures)
4 (Energy Analyst and Inspector Training)
5 (Standard Heat Transfer Methodology)
6 (Procedure for Indexing Alternate Heat
Transfer Methodologies)
7 (Weatherization Specification)
8 (Reimbursement)
9 (BPA Form 1418 -F, Schedules Al, Al -A, and Al -b)..
10 (Bonneville Supplied Forms)
2. Definitions.
Exhibit Page 1 of 8
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81bP
Energy Conservation Agreement
5/14/82
1. Program Overview. Bonneville shall make funds available for
loans to Homeowners for Measures installed pursuant to the
provisions of this Exhibit. Bonneville shall also pay the
Utility for a portion of the Utility's cost incurred in
administering this Program.
(a) "Homeowner" means the fee owner, mortgagor, or the contract
vendee of a residence, including one used for rental
purposes.
(b) "Loan" means those funds loaned at zero interest by
Bonneville to a Homeowner through the Utility under this
Program.
(c) "Residence" means any building or mobile home used for
residential occupancy.
3. Attachments. Attachment 1 (Available Measures), Attachment 2
(Energy Analysis Procedures), Attachment 3 (Inspection
Procedures), Attachment 4 (Energy Analyst and Inspector
Training), Attachment 5 (Standard Heat Transfer Methodology),
Attachment 6 (Procedure for Indexing Alternate Heat Transfer
Methodologies), Attachment 7 Weatherization Specification),
Attachment 8 (Reimbursement), Attachment 9 (tPA Form 1418 -F,
Schedules Al, Al -A, and Al -B), and Attachment 10 (Bonneville
Supplied Forms), are hereby made a part of this Exhibit.
4. Availability. The Program is available for Residences in the
Region served by the Utility which utilize electric space
heating, permanently installed prior to the Effective Date of
this Exhibit.
5. Available Measures. The Measures which are available under this
Program and tie ctfaracteristics of the Residences in which those
Measures may be installed are set forth in Attachment 1.
6. Program Procedures.
Exhibit Page 2 of 8
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -818P
Energy Conservation Agreement
5/14/82
(a) Conduct of Energy Analyses. Upon request, the Utility
shall conduct an Energy Analysis of the Residence in
accordance with Attachment; 2. The Energy Analysis shall be
performed by a person meeting the energy analyst training
standards contained in Attachment 4 (Energy Analyst)•
Using the standard heat transfer methodology referenced in
Attachment 5, or an alternate heat transfer methodoloyy
indexed pursuant to Attachment 6, the Utility will give the
Homeowner an estimate of the annual kilowatthour savings
that would be realized from the installation of each
recommended Measure.
(b) Installation of Measures. The Homeowner shall arrange with
the Utility for installation of those Measures that the
Homeowner selects.
(c) Inspections. In accordance with Attachment 3, the Utility
shall inspect each Measure installed and certify to
Bonneville that the materials and installation meet or
exceed the specifications set forth in Attachment 7. The
inspection shall be performed by a person meeting the
inspector training standards set forth in Attachment 4
(Inspector)
7. Program Loans.
(a) Eligibility. Bonneville shall make funds available throuyh
the Utility for Loans for installed Measures only to
Homeowners who are eligible by the following criteria:
(1) the procedures in section 6 above have been completed;
(2) a Weatherization Loan and Limited Warranty Agreement
listing the Measures to be installed has been executed; and
(3) a Mortgage Agreement has been completed.
If the Utility establishes credit requirements as a
condition for Homeowner qualification, they shall be
reasonable and nondiscriminatory, in compliance with the
Equal Credit Opportunity Act and with other applicable laws.
(b) Loan Terms. At a Homeowner's request, the Utility shall
execute a Loan agreement, on behalf of Bonneville, in the
form of the Weatherization Loan and Limited Warranty
Agreement attached to this Program. The amount of each
Exhibit Page 3 of 8
Zero Interest Loan
Weatherization Program 1I
Contract No. DE- MS79 -818P
Energy Conservation Agreement
5/14/82
Loan shall not exceed the least of: (1) the cost effective
maximum, as determined by the calculation in Form BPA
1418 -G Cost Effectiveness Calculation); (ii) the actual
cost to the Homeowner of the installed Measures; or
(iii) the low bid for the installation of the Measures.
The Utility shall retain the right to apply such limitation
of Loan amount on a Measure -by- Measure basis.
(c) Costs in Excess of Bonneville Loan Amount. The Homeowner
shall have the responsibility for arranging separate
financing for any amounts in excess of the limitations of
section 7(b).
(d) Loan Security. All Loans will be secured by a mortgage on
the property to be weatherized under the Program unless
otherwise specified by Bonneville. In the event such
mortgage is prohibited by applicable law, other appropriate
Bonneville approved security or promissory note and credit
requirements shall be used. The ternrs of the mortgage or
note shall provide that the Loan shall be due and payable
upon transfer of any interest in any part of the subject
property, excepting either the creation of a security
interest of the type described below, or the renegotiation
of repayment terms by the Utility as described in
subsection (e) below.
The Utility, on behalf of Bonneville, shall execute such
mortgage or security interest, and shall file and perfect
it within 15 days of the date of execution in the manner
specified by applicable law.
The Utility, on behalf of Bonneville, may subordinate the
above mentioned mortgage or security interest to the
security interest of any State or Federal agency or any
State or Federally chartered commercial lending institution
to secure a loan made for improvements to the property to
be weatherized.
(e) Collection. Upon receiving notice pursuant to the terms of
the Weatherization Loan and Limited Warranty Agreement that
the full amount of the Loan is due and payable, the Utility
shall undertake such good faith efforts, short of
initiating a civil action, as are necessary to collect the
Exhibit Page 4 of 8
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
full amount remaining due on the Loan, including but not
limited to requesting payment from the Homeowner and giving
the escrow agent and transferee notice of the debt and of
the mortgage securing it. However, the Utility, if
necessary to avoid undue hardship to the transferee, may
negotiate terms for payment, such as a reasonable
installment payment schedule.
If the above described collection efforts fail to result in
collection of all amounts due on the Loan, the Utility
shall not be liable to Bonneville for the uncollected
remainder.
The Utility shall notify Bonneville when such good faith
efforts to collect amounts due are unsuccessful. If
Bonneville determines that civil action is necessary to
collect amounts due on the Loan, appropriate action shall
be filed either by the Department of Justice or, with the
approval of the Department of Justice, by Bonneville.
8. Work Performed by Homeowners.
(a) Homeowners who install their own Measures shall be eligible
for Loans under this Program for the expense of the
materials and the devices of such Measures. The amount of
the Loan shall not include any amount for labor of the
Homeowner. Homeowners who wish to install their own
Measures must:
(1) meet the eligibility criteria for Loans as set out in
Section 7 (a) above;
(2) install all Measures so as to meet or exceed the
specifications set forth in Attachment 7;
(3) adhere to all time schedules imposed by the
Weatherization Loan and Limited Warranty Agreement in
completing work, unless otherwise agreed by the
Homeowner and the Utility; and
(4) submit an estimate of the total expense of materials
and devices prior to installation.
(b) After the work is completed, the Utility snail require the
Homeowner to submit receipts for the materials and devices
that were purchased and installed.
9. Request for Loan Funds.
Program Loan funds shall be furnished by Bonneville to the
Utility for disbursement to Installers or Homeowners as claimed
through Attachment 9, submitted by the Utility, and in
accordance with the method, terms, and procedures specified in
the applicable Table of Exhibit B of the Energy Conservation
Agreement.
10. Payment Procedure.
(a) Bonneville shall reimburse the Utility pursuant to Attachment 8
and as claimed through Attachment 9. Such reimbursement shall
be in accordance with the method, terms, and procedures
specified in the applicable Table of Exhibit B of the Energy
Conservation Agreement.
(b) The amount of energy, if any, to be returned in accordance with
the Consideration Section of the Energy Conservation Agreement
shall be equivalent to the estimated annual kilowatthour savings
referenced in section 6(a) for Measures installed.
11. Arrangements With Installers.
Exhibit Page 5 of U
Zero Interest Loan
Weatherization Program 1I
Contract No. DE- MS79 -U1BP
Energy Conservation Agreement
5/14/82
(a) The Utility shall develop and maintain a list of Installers
who meet criteria jointly established by the parties
(Approved Installer List) Bids will be accepted only from
Installers on such List.
(b) The Utility shall execute an Installer's Agreement for the
Zero Interest Loan Weatherization Program (Installer's
Agreement) with each Installer on the Approved Installer
List. In the event that a revised Installer's Agreement is
offered, the Utility shall execute such revised Installer's
Agreement with each Installer on the Approved Installer
List.
(c) The Utility shall assure that the selection of Installers
from the Approved Installer List to bid on Measures is made
in a nondiscriminatory manner. The Utility shall also
assure that a minimum of three bids are obtained unless
otherwise agreed to by Bonneville.
(d) The Utility shall check all bid proposals for completeness
and make them available to the Homeowner, who will select
the bid to be accepted. Upon execution of a Weatherization
and Limited Warranty Agreement the Utility shall promptly
send the selected Installer a notice to proceed.
t
Exhibit Page 6 of is
Zero Interest Loan
Weatherization Program II
Contract too. UE4S79 -81bP
Energy Conservation Agreement
5/14/82
12. Program Records. Except as provided in subsection (f) below,
the Utility shall maintain Program records for a period of
3 years subsequent to the termination of this Program. The
Utility shall maintain a record of the following information
regarding its transactions with each participating Homeowner
under this Program:
(a) Homeowner's name, address and account number;
(b) the electric power consumption at the Residence during the
12 -month period preceding the Energy Analysis;
(c) date of performance and results of the Energy Analysis;
(d) date of inspection and list of Measures installed pursuant
to the Weatherization Loan and Limited Warranty Agreement;
(e) electric power consumption at the Residence for the
12 -month period following installation of the Measures;
(f) all Loan records for a period of 3 years after the Loan
obligation has been satisfied;
(g) total cost of Measures installed in the Residence; and
(h) supporting documents and records necessary for verification
of costs reimbursed by Bonneville.
13. Program Reports. The Utility shall include Attachment 9 with
the Monthly Financial Summary provided in accordance with the
Program Reports section of the Energy Conservation Agreement,
unless otherwise agreed by the parties.
14. Program Audits. Bonneville, at its expense, may:
(a) audit and examine Program records and accounts and Program
Loan records and accounts maintained by the Utility
pursuant to section 12 above and the Program kecords
section of the Energy conservation Agreement;
t
(b) request copies of such Program or Program Loan records or
accounts for audit purposes;
(c) conduct random inspections of installations made under this
Program; all such inspections shall be arranges by the
Utility. Should any Residence be unavailable for
inspection, an alternate Residence shall be selected; and
(d) review Utility procedures employed in accomplishing the
provisions of this Program.
15. Program Evaluation.
Exhibit Page 7 of 8
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81bP
Energy Conservation Agreement
5/14/82
(a) The Utility shall apply a Bonneville- accepted or provided
methodology in choosing a random sample of the Residences
weatherized under this Program.
(b) The collected data, as adjusted for normal temperature,
shall be compiled in statistical summary form, and shall
include: (1) the number of Residences in the sample;
(2) the average cost per Residence of Measures installed;
and (3) the effect of installation of Measures on energy
consumption.
(c) The Utility shall transmit the data collected to Bonneville
upon 60 days notice by Bonneville, but not more frequently
than once in any 12 -month period.
16. Forms. Form BPA 1418 -F, Schedules Al, Al -A, and Al -B,
Installer's Agreement for the Zero Interest Loan Weatherization
Program, Weatherization Loan and Limited Warranty Agreement,
Mortgage Agreement, and Notice of Rescission, as amended or
replaced, shall be supplied by Bonneville and shall be used by
the Utility unless otherwise agreed by the parties. A sample
Form BPA 1418 -G shall be supplied by Bonneville and the utility
shall use the format contained therein for all
cost effectiveness calculations performed pursuant to the
provisions of this Exhibit.
1 t
(WP -PC I -1213c
Exhibit Page 8 of 8
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -811P
Energy Conservation Agreement
5/14/82
17. Authority to Act for Bonneville. For the purpose of this
Program, the Utility shall be considered an agent of Bonneville
for lending and collecting Bonneville funds and shall be
considered an independent contractor in all other activities the
Utility undertakes in fulfillment of this Exhibit.
18. Compliance with National Historic Preservation Act. In order to
implement the requirements of section 106 of the National
Historic Preservation Act of 1966 (16 USC Sec. 470 et seq) and
its implementing regulations, the National Environmental Policy
Act of 1969 (42 USC Sec. 4321 et 19 and Executive Order
11593, Protection and Enhancement of the Cultural Environment
(36 Fed. Reg. 8921, May 15, 1971), the Utility shall:
(a) consult with the appropriate State Historic Preservation
Officer (SHPO) prior to agreeing to finance any work which
would result in replacement of prime windowframes or
sashes. Such consultation shall be for the purpose of
determining whether the Residence is included on the
National Register of Historic Places or is eligible for
inclusion. The Utility shall provide the SHPO with any
photographs or other information requested by the SHPO for
use in the determination; and
(b) comply with the recommendations of the SHPO for such work
in order to avoid or mitigate adverse impacts to the
Residence if the Residence is determined by the SHPO to be
on the National Register of Historic Places or to be
eligible for inclusion.
A.
Available Measures
Attachment 1, Page 1 of 4
Zero Interest Loan
Weatherization Program II
Contract No. UE- MS79 -81BP
Energy Conservation Agreement
5/14/82
A. If any one of Measures 1, 2, 3, and 7 from section B of this
attachment is selected for installation, the Homeowner or Consumer
may then also select Measures 4, 5, or 6 of section B for
installation.
B. The following Measures may be installed in any Residence meeting
the criteria set forth in section 4 of this Exhibit:
1. ceiling insulation and appropriate ventilation;
2. floor insulation, associated vapor impermeable ground cover,
appropriate ventilation, and exterior foundation perimeter
insulation;
3. wall insulation (limited to unfinished exterior or basement
walls);
4. cold and hot water pipe insulation;
5. dehumidifiers;
6. clock thermostats; or
7. duct insulation.
C. The following Measures may be installed in any Residence meeting
the criteria set forth in section 4 of this Exhibit and which has
all of the characteristics listed in section D below:
1. storm windows and thermal replacement sashes and panes;
2. storm doors, thermal doors, and double pane sliding doors;
3. caulking and weatherstripping; or
4. outlet and switchplate gaskets.
D. Residence Characteristics. All of the following criteria must be
satisfied before a Residence will be offered the air
infiltration-reduction Measures listed in section C above:
1. The Residence must have a full crawlspace with cross
ventilation as per the Uniform Building Code.
t.
Attachment 1, Page 2 of 4
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81bP
Energy 2 Conservation Agreement
In addition, the Residence must be equipped with a ground
cover vapor barrier (6 mil polyethylene) and with a second
vapor barrier (1 perm rating) between the insulation and the
heated space. If not already in place, these Measures are
available under the Program.
Examples of Residences which do not satisfy this requirement:
(a) Residences with basements;
(b) Residences constructed in whole or in part on concrete
slab; or
(c) Residences with crawlspace, ground cover, interior
perimeter insulation, and with no ventilation.
2. The Residence must not contain either wood stoves or unvented
combustion appliances.
Definition of unvented combustion appliance: any appliance
which burns some type of fuel such as gas, oil, kerosene,
propane, wood, paper products, etc., and is not connected to a
flue or chimney vented to the outside.
Examples of unvented combustion appliances:
(a) kitchen gas stove and /or oven used for cooking, even if
equipped with a mechanically ventilated range hood;
(b) kerosene space heater;
(c) gas or oil hot water heater which has had the exhaust
vent pipe disconnected or which shows evidence of leakage
of combustion gases from vent pipe (i.e., soot); or
(d) combustion appliance which has an outside air intake or
supply but no outside air exhaust.
Definition of wood stoves: a self- contained controlled
combustion unit designed to burn coal, wood, or wood products.
Examples of wood stoves:
(a) enclosed unit which is inserted into the fireplace and
uses the fireplace chimney as the exhaust vent; or
Attachment 1, Page 3 of 4
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy 2 Conservation Agreement
(b) free standing unit with either a separate flue or a
connection to a chimney used for other purposes.
Examples of wood-burning systems not included as wood stoves:
(a) fireplace; or
(b) fireplace with door or heat exchanger.
3. The Residence's domestic water supply must be obtained from
either a municipal or water district supply system with a
vented storage system or a surface water source.
Examples of acceptable water supplies:
(a) city, county, or water district piped water supply;
(b) backyard pond or lake; or
(c) spring water taken from the surface.
4. The Residence must be of wood or metal frame construction. In
addition, a frame Residence must contain less than 10 percent
floor area of exposed interior masonry such as flagstone
floors, brick or stone fireplace, or decorative interior brick
or stone wall. For a multi- leveled Residence, this
requirement must be satisfied on each floor separately.
(Note: Sheetrock (Gypsum board), plaster board, plaster, and
stucco are not to be considered as interior masonry.)
Examples of acceptable construction:
(a) wood or metal frame constructed with
shakes;
(b) wood or metal frame constructed with
(c) wood or metal frame constructed with
veneer; or
(d) wood or metal frame constructed with
wooden siding or
aluminum siding;
an exterior brick
a stucco exterior.
1
(WP- PCI- 1213c)
6. The Residence must not be a mobile home.
Attachment 1, Page 4 of 4
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81bP
Energy Conservation Agreement
5/14/82
5. The Residence must not contain any type of urea formaldehyde
foam insulation.
Energy Analysis Procedures
Attachment 2, Page 1 of 3
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
The Energy Analyst shall:
I. Be qualified to answer questions on:
A. Current uses of energy
B. Current sources of energy
C. Existing alternative sources of energy
D. Trend of future energy demands and prices
E. Indoor air quality
II. Discuss Consumer's historical energy use if records are available.
III. Gather data for cost savings calculations and recommendations. Data
gathering must be accomplished on site and must include the following:
A. Residence sketches and measurements
1. Measure and sketch outside dimension of Residence. Determine
square footage.
2. Measure and note on sketch square footage of conditioned area.
3. Note on sketch location and size of all glazed areas.
4. Determine square footage of glazed areas according to
orientation and type.
5. Measure and calculate gross and net wall area by orientation.
B. Building envelope
1. Inspect attic insulation to determine type, condition and R
value. If nonuniform, note differences on sketch.
2. Note presence of any infiltration bypasses in attic.
3. Note amount of ventilation in attic.
4. Note presence of wall insulation, if possible, and estimate R
value.
5. Check Residence for holes in roofs and walls.
6. Note cracks in Residence which need caulking.
7. Check foundation for any visible cracks. Check fit of the
basement /crawl space /garage entrance and all openings to
conditioned space.
8. If possible, check for floor insulation. If present, note
type and R value. If non uniform, note differences on plan
sketch.
C. Windows and doors
Attachment 2, Page 2 of 3
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -818P
Energy Conservation Agreement
5/14/82
1. Note windows and doors which need weatherstripping or
caulking. Note condition of existing weatherstripping or
caulking and type.
2. Note size of unglazed doors. Estimate R value.
D. Heating, cooling and water heating systems
1. Inspect electric cooling system. Note output rating and
energy efficiency ratio of any central electric air
conditioning system.
2. Record air conditioner type, energy source, age, and condition
of filter where applicable. Note any shading of condensor and
obstructions to air flow.
3. Inspect heating system in Residence.
4. Inspect for insulation on heating or cooling pipes.
5. Estimate length and uninsulated percentage of ductwork in
unconditioned space.
6. Check heating /cooling thermostat installation and setting.
7. Inspect damper in fireplace.
8. Note location of electric water heater. Determine thermostat
setting.
Attachment 2, Page 3 of 3
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
9. Check available space for water heater heat pump.
10. Inspect for insulation on solar domestic hot water supply
pipes.
11. Recommend settings for thermostats, water heaters, and
furnaces.
E. Appliances and lighting
1. Note excessive lighting levels.
2. Discuss appliance efficiency.
F. Determine number of low -flow restrictors or low -flow showerheads or
faucets which are installed. Check faucets for leaks.
G. Indoor air quality
1. Note characteristics set forth in section D of Attachment 1.
2. Provide Bonneville supplied informational brochure to Consumer
or Homeowner.
IV. Determine which available Measures may be installed in the Residence and
so inform the Consumer or Homeowner.
V. Determine and discuss with the Consumer or Homeowner the energy cost
savings estimated for the Measures. Explain interdependence of
installing several Measures at once and the effect on savings.
VI. Discuss Conservation practices with Consumer or Homeowner.
VII. Discuss Measures including:
A. Advantages and disadvantages of each type.
B. Applications of each type in general.
VIII. Discuss do-it-yourself Conservation information.
IX. Discuss advantages of installing Measures.
X. Discuss in general the Consumer or Homeowner incentives in relation to
Measures.
(WP- PCI- 1213c)
(WP- PCI- 1213c)
Attachment 3, Page 1 of 1
Zero Interest Loan
Weatherization Program II
Contract No. DE MS79 -81 BP
Energy Conservation Agreement
5/14/82
Inspection Procedures
1. The Inspector shall verify that installed Measures are those
selected by the Consumer or Homeowner, based upon the Energy
Analysis.
2. The Inspector shall conduct an on -site inspection of completed
Measures and certify that the specifications in Attachment 7
have been met.
I. Primary Energy Analyst training includes the following elements. A
manual will be provided to assist in furnishing this training.
Energy Analyst and Inspector Training
Attachment 4, Page 1 of 5
Zero Interest Loan
Weatherization Program II
Contract No. DE4S79 -81tP
Energy Conservation Agreement
5/14/82
A. Primary Energy Analyst Classroom Training Curriculum
1. Overview
(a) Program description
(b) Energy overview
(c) Residential Energy Analysis and role of the Energy Analyst
(d) Basics of thermodynamics
(e) Incentive arrangements
2. Conservation
(a) Energy loss
(1) Envelope
(2) Openings
(3) Systems
(4) Heating /Cooling load
(b) Construction /Mechanical descriptions
(1) Envelope
(2) Openings
(3) Heating systems
(4) Cooling systems
(5) Water heating system
(6) Heat pumps
Attachment 4, Page 2 of 5
Zero Interest Loan
Weatherization Program II
Contract No. UE- iS79 -81BP
Energy Conservation Agreement
5/14/82
(c) Moisture Control
(1) Sources
(2) Ventilation and indoor air quality
(3) Safety
(d) Conservation Practices
(1) Lifestyle and the audit
(2) Lifestyle options
(e) Conservation Measures
(1) Caulking /Weatherstripping
(2) Description of insulation materials
(3) Insulation of ceilings
(4) Insulation of walls
(5) Insulation of floors
(6) Insulation of water heaters
(7) Windows and doors
(8) Modification of heating and cooling systems
(f) Indoor Air Quality Control Strategies
(1) Sources of residential pollutants
(2) Weatherization Measures and pollutant concentrations
(3) Pollutant concentrations and health effects
(4) Current research on indoor air quality
(g) Conservation Measure Recommendations
1'
Attachment 4, Page 3 of 5
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
(1) Type of structure
(2) Effect of Measures on structure as analyzed
(3) Considering (1) and (2) above, identify Measures
which may be installed in the Residence
3. Program Specifics
(a) Forms completion
(b) Energy Analysis computer training
B. Energy Analyst Final Examination
1. Content is based on curriculum detailed in A above.
2. The Utility shall not release any examination or examination
question to any entity other than a State or Federal Agency.
3. Examination procedures shall be as defined in the training
manual.
4. Unless otherwise agreed to by the parties, each Bonneville
Area Office shall maintain an examination question bank and
upon request of the Utility, shall furnish an examination to
the Utility.
C. Energy Analyst On- the -Job Training
1. Minimum of four on -site analyses successfully completed in
accordance with the provisions of Attachment 2.
2. Conducted under supervision of a qualified instructor.
II. Inspector training includes the following elements. A manual will be
provided to assist in furnishing this training.
A. Inspector classroom training curriculum shall consist of the
weatherization specifications set forth in Attachment 7.
B. Inspector Final Examination
1. Content is based on curriculum detailed in A. above.
IV. Optional Training Curriculum
A. Advanced
1. Special technical problems
2. New technology
B. Interpersonal Relations
1. Communication skills
2. Interviewing skills
3. Sales training
Attachment 4, Page 4 of 5
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -8113P
5 14 y Agreement
2. The Utility shall not release any examination or examination
question to any entity other than a State or Federal Agency.
3. Testing procedures shall be as defined in the training manual.
4. Unless otherwise agreed to by the parties, each Bonneville
Area Office shall maintain an examination question bank and
upon request of the Utility, shall furnish an examination to
the Utility.
C. Inspector On -The -Job Training
1. Minimum of four inspections successfully completed in
accordance with the provisions of Attachment 3.
2. Conducted under the supervision of a qualified instructor.
III. Energy Analysts or Inspectors who complete the curriculum in sections IN
or IIA respectively; complete the written examination in sections IB or
IIB respectively; and complete the on- the -job training in sections IC or
IIC respectively shall have successfully completed the examination
required by the Training section of the Energy Conservation Agreement.
The phrase "successfully completed" as used in sections IC1 and IIC1
means that the Energy Analyst or the Inspector has correctly performed
all of the procedures contained in Attachments 2 or 3 respectively. The
phrase "qualified instructor" as used in sections IC2 and IIC2 means a
person designated by the Utility who is qualified through experience or
education to conduct reimbursable training.
Attachment 4, Page 5 of 5
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy 2 Conservation Agreement
C. Renewable Resources
1. Active Solar Energy Systems
(a) Domestic water heating systems
(b) Space heating systems
(c) Combined space heating and water heater systems
(d) Replacement swimming pool heaters
2. Direct solar energy systems
(a) Passive gain glazing systems
(b) Indirect gain glazing systems
(c) Solaria /Sunspace systems
(d) Window heat gain retardants
3. Wind Energy Systems
(a) Wind characteristics
(b) Conversion of wind energy
4. Site Auditing Procedures for Renewables
(a) Audit calculations
(b) Insulation standards
(c) Solar site analysis
(WP- PCI- 1213c)
Standard Heat Transfer Methodology
Attachment 5, Page 1 of 1
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81 bP
Energy 2 Conservation Agreement
The estimated annual kilowatthour savings referred to in section 'U(b) shall
be calculated using standard heat transfer methodology equations and tables
set forth in the Standard Heat Transfer Methodology of November 1981,
developed by Bonneville and Utility representatives for the heat capacity of
air, C factor, duct losses, infiltration losses, and U F values. The
Standard Heat Transfer Methodology of November 1981, is hereby incorporated by
reference into this Agreement and shall be subject to the terms hereof.
2. Procedure.
(A) I SSS
TO where,
Attachment 6, Page 1 of 2
Zero Interest Loan
Weatherization Program II
Contract No. pE- MS79 -81BP
Energy Conservation Agreement
5/14/82
Procedure for Indexing Alternate Heat Transfer Methodologies
1. Applicabili�. The heat transfer methodology used by the
U i1ity, sifirl be indexed whenever that methodology or the
results derived from that methodology vary by more than
5 percent from the Standard Heat Transfer Methodology or the
results obtained therefrom. The Utility shall use the
procedure in section 2 below for determining the variance of
the Utility's heat transfer methodology from the Standard Heat
Transfer Methodology.
(a) From the list of test Residences provided by Bonneville
the Utility shall select a sample of 30 Residences that
typify the housing stock in the Utility's service area.
(b) The Utility shall calculate the savings potential of
Measures which could be installed in the above 30
Residences using the Utility heat transfer methodology
and compare that savings potential to the savings
potential calculated using the Standard Heat Transfer
Methodology.
(c) If the variance between the sum of the savings estimated
pursuant to the Utility heat transfer methodology and the
sum of the savings estimated pursuant to the Standard
Heat Transfer Methodology is greater than 5 percent, the
Utility shall either:
(1) in consultation with Bonneville, modify the
Utility's heat transfer methodology so that such
variance is 5 percent or less; or
(2) calculate an index factor (I) to be applied to the
savings estimates for each home analyzed in
accordance with section 6 of the Program Exhibit. I
shall be calculated by either of the following
methods:
SSS the sum of the estimated savings calculated
pursuant to (b) above using the Standard Heat
Transfer Methodology, and
(WP- PCI- 1213c)
Attachment 6, Page 2 of 2
Zero Interest Loan
Weatherization Program II
Contract No. bE MS79 -81BP
Energy Conservation Agreement
5/14/82
SSU the sum of the estimated savings
calculated pursuant to (b) above using the
Utility's heat transfer methodology; or
(B) the Utility may calculate its own statistically
valid index which is mutually agreeable to the
parties.
3. Review. Upon completion of the above computations,
copies of the data and results shall be sent to
Bonneville for review. Unless and until Bonneville
requests modification of the Utility's results from
2 above, the Utility may apply those results in the
conduct of Energy Analyses.
104. CEILING SPECIFICATIONS
A. Insulation Levels
B. Insulation Materials
C. Ceiling Loadings
D. Installation Requirements
E. Ventilation
105. FLOOR SPECIFICATIONS
A. Insulation Levels
B. Insulation Materials
C. Installation Requirements
D. Ventilation
WEATHERIZATION SPECIFICATION
TABLE OF CONTENTS
Page
101. INTRODUCTION 4 -5
A. Overall Requirement
B. Responsibility
C. Purpose
D. Major Structural Changes
E. Definitions
102. WEATHERIZATION INSULATION STANDARDS
A. R -Value Labeling Requirement
B. Material Requirements
103. GENERAL REQUIREMENTS
A. Expected Life
B. Warranty
C. Unusual Conditions
D. Materials Bid
E. Determination of Weatherization to be Installed
F. Approval of Products
G. Unsatisfactory Products
H. Clearances and Access
I. Professional Installation
J. Permits
K. Site Clean -up
L. Existing Structural Damage
M. Storage of Consumer Property
N. Product Approvals
0. Allowable Measures
Attachment 7, Page 1 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
5
5 -8
8 -15
16 -2U
106. WALL SPECIFICATIONS
A. Insulation Levels
B. Insulation Material s
C. Installation Requirements
D. Exterior Perimeter Insulation
107. HVAC DUCT SPECIFICATIONS
A. Insulation Levels
B. Insulation Materials
C. Installation
D. Ceiling Duct Systems
108. WINDOW SPECIFICATIONS
A. Definitions
B. AAMA Certification
C. Safety Glass Requirements
D. Materials Requirements
E. Installation Requirements
F. Operable Storm Windows
G. Inside Storm Windows Glass Glazing
H. Inside Storm Windows Non -Glass Glazing
I. Multi- Glazing
J. Skylights
109. STORM DOOR SPECIFICATIONS
A. Definitions
B. Materials Requirements
C. Installation Requirements
Attachment 7, Page 2 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- NS79 -81BP
Energy Conservation Agreement
5/14/82
20 -21
21
21 -32
32 -35
110. SLIDING AND FRENCH (ATRIUM) DOOR SPECIFICATIONS 35 -37
A. Definitions
B. Insert Requirements
C. Storm Door Requirements
D. Final Inspection
111. INSULATED ENTRANCE DOOR SPECIFICATIONS 38 -39
A. Installation Criteria
B. Materials Requirements
C. Installation Requirements
112. WEATHERSTRIPPING SPECIFICATIONS 39 -40
A. Weatherstripping Materials
B. Prime Doors
C. Weatherstripping Types
D. Door Bottom Weatherstripping
E. Threshold Replacement
113. CAULKING SPECIFICATIONS
A. Applicability
B. Caulking Materials
C. Caulking Installation
114. CLOCK THERMOSTAT SPECIFICATIONS
A. Applicability
B. Useability
C. Adjustment
D. Installation
E. Instructions
Attachment 7, Page 3 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
115. DEHUMIDIFIER SPECIFICATIONS 41 -42
A. Applicability
B. Applicability After Weatherization
C. Product Certification
D. Product Capacity
116. APPENDIX A REFERENCED SPECIFICATIONS
Table 1 Federal Specifications 42 -43
Table 2 Miscellaneous Specifications 43 -44
117. APPENDIX B REFERENCED ORGANIZATIONS 45-46
118. APPENDIX C GLOSSARY 46 -53
40
40 -41
101. INTRODUCTION
WEATHERIZATION SPECIFICATION
Attachment 7, Page 4 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81 BP
Energy Conservation Agreement
5/14/82
A. These specifications are intended to meet or exceed applicable
existing codes and Federal regulations. In any case where a
Federal, State, or local code or regulation exceeds the
requirements herein, the code or regulation shall apply.
B. THE UTILITY DOES NOT ASSUME RESPONSIBILITY FOR ENFORCING OR
DETERMINING COMPLIANCE WITH CODES, REGULATIONS OR
INTERPRETATIONS, except when required by the RCS program.
C. These specifications are designed to assist Installers and
Consumers participating in weatherization programs.
D. Major structural changes required to install weatherization
Measures are generally beyond the scope of this Program. Any
work other than normal installation must be approved by the
Consumer on an individual basis before it is started.
E. For purposes of this specification, the following definitions
shall apply:
1. Consumer An electrical customer of the Utility
2. Damaged or Otherwise Unserviceable Physical damage or
deterioration to the extent that a component does not
function as designed relative to its thermal integrity,
and cannot feasibly be repaired. Determination of
whether a component is damaged or otherwise
unserviceable shall consider the thermal integrity not
only of the component alone, but also of the component
together with potential retrofit Conservation Measures
(e.g., storm doors, storm windows, weatherstripping,
etc.).
3. Installer An individual, partnership, or corporation
which is qualified to execute and has executed a
Installer Agreement with the Utility and which has not
subsequently been disqualified from participating in
the Program by the Utility or Bonneville.
4. Utility An electric utility which sells electric
power to consumers in the region and which has executed
3. 10 years for storm doors; and
4. 6 years for: Weatherstripping and caulking.
Attachment 7, Page 5 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
an Energy Conservation Agreement with Bonneville and is
participating in the Home Energy Efficiency Program
covered by that agreement.
Abbreviations of organizations referenced in this specification
are listed in Section 117 Appendix B, with the full name of
each organization, its address, and its telephone number.
102. WEATHERIZATION INSULATION STANDARDS
A. The American Society of Heating, Refrigeration, and Air
Conditioning Engineers (ASHRAE) Handbook of Fundamentals (1977)
is the accepted standard for R- value /U -value of materials
utilized by Installers. Products that vary from ASHRAE are
acceptable if they comply with current Federal Trade
Commission (FTC) certifications, testing, and labeling rules.
ff itional labeling on weatherization materials may be required
under the RCS regulations for covered Utilities.
B. In addition, materials used for thermal insulation shall meet
the requirements contained in the applicable Federal
specification. The relevant Federal specifications for each
type of insulation are listed in Section 116 Appendix A
(Table 1). Certain requirements in these specifications refer
to voluntary standards such as ASTM for specific test methods
or physical properties. For purposes of compliance with this
weatherization specification, the referenced voluntary standard
shall be considered as mandatory.
103. GENERAL REQUIREMENTS
A. For the purposes of material quality evaluation for this
Program, components shall be designed to meet or exceed minimum
life expectancies as follows:
1. 25 years for: Insulation, windows, completely new sliding
doors;
2. 15 years for: Dehumidifiers, attic exhaust fans, sliding
doors modified by sealed glass inserts, and clock
thermostats;
Attachment 7, Page 6 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE-MS79-81BP
Energy Conservation Agreement
5/14/82
B. All equipment, labor and weatherstripping and caulking
materials shall be warranted by the Installer against failure
due to manufacturing or installation defects for a period of at
least 1 year. All other materials shall be warranted by the
Installer against failure due to manufacturing defects for a
period of at least 3 years, except that sealed insulated glass
units shall be warranted against failure of the seal for a
period of at least five years.
Manufacturers' written warranties may be used by Installers to
satisfy these warranty requirements where appropriate.
C. The Installer shall separately identify any unusual (but
necessary) costs that affect the price in providing a safe,
permanent, effective, and workmanlike weatherization
installation. Where esthetic or special features inherent in
weatherization products are requested by the Consumer, these
costs shall also be identified separately.
D. The Installer shall indicate in writing the types of materials
to be used, brand names, methods of installation,
identification of special problems, alternate materials, and
anything else which would minimize misunderstandings.
1. The Installer shall identify to the Consumer the basic
types of materials covered in this Program and the
availability of other options should they be preferred by
the Consumer.
2. The Installer shall indicate to the Consumer in writing any
materials or components being replaced which are assumed to
become the property of the Installer (i.e., salvage).
E. The Utility will be responsible for determining what
Conservation Measures are eligible to be installed in each
Residence under this Program. The Consumer will determine
which eligible Measures are installed. The Utility will
determine recommended levels of insulation, whether adequate
ventilation exists in attic spaces (including those behind knee
walls) as well as whether such optional items as dehumidifiers
and clock thermostats are required or appropriate.
F. Installers seeking approval of materials, components, or
equipment not automatically acceptable under the Program as
defined elsewhere in this specification shall submit
representative samples to the Utility for evaluation.
Attachment 7, Page 7 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE-MS79-81BP
Energy Conservation Agreement
5/14/82
Installers may request the return of any sample following
evaluation; all samples of significant value will be returned
to the Installer.
G. The Utility reserves the right to identify and disapprove for
use in this Program, any weatherization product at any time
when it deems the product not satisfactory for the life
expectancy requirements of this Program.
H. It is the Installer's responsibility to check clearances and
access in attics and crawl spaces prior to job commitment, and
to make appropriate allowances for ducts, joists, or other
installation obstructions.
I. All materials shall be installed properly in a professional
manner, according to these specifications, to assure a
permanent installation for the life of the component.
J. Participating Installers shall provide all permits, materials
and labor necessary to retrofit the home(s).
K. Each job site shall be left clean (free of installation debris
and surplus) unless previous written arrangement is made with
the Consumer.
L. When structural damage is detected, as evidenced by obvious
water stains, dry rot, termites, etc., it shall be immediately
called to the Consumer's attention and arrangements shall be
made (separate from this Program) by the Consumer for completed
corrective action before any affected weatherization measure is
installed.
M. Personal effects stored by the Consumer in locations which
hinder the efficient application of any weatherization must be
moved (and restorage provisions made) by the Consumer.
N. Where these specifications require written Utility approval of
products prior to their use, the intent is that, unless
otherwise stated in the specification or approval, once a
product is approved by a Utility for one installation it will
be acceptable for all other similar installations without
resubmittal to that Utility.
0. Where these specifications require a Measure to be determined
to be appropriate by the Utility, the intent is that an energy
audit performed on the Residence by or for the Utility will
determine those Measures which may be selected by the Consumer.
104. CEILING SPECIFICATIONS
A. Insulation Levels. Ceilings shall be insulated to a minimum of
11738 where practical, or the highest R -value approaching R -38
which is practical.
B
Attachment 7, Page 8 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE= MS79 -81BP
Energy Conservation Agreement
5/14/82
Insulation Materials. Loose -fill, poured, blanket or batt
insulation complying with the Applicable Federal Specification
may be used in attic spaces as appropriate. Cellulose
materials used shall meet standards contained in CPSC 1209 and
all other requirements which are not covered under the CPSC
regulation but which are contained in Federal Specification
HH- I -515D, or subsequent revisions. Cellulose manufacturers
shall subscribe to an ongoing laboratory quality control
inspection program substantially equivalent to the "UL
labeling" program. In addition, cellulose shall meet the
labeling requirements contained in CPSC 1404. When unusual
conditions exist which indicate the use of foam plastics, or
their combinations with other materials, such applications
shall comply with the Uniform Building Code, and be approved by
the Utility in writing. Vermiculite or perlite insulation
shall be water repellent.
C. Ceiling Lo adi nn
1. The combined weight of all insulation (both existing and to
be installed) shall not exceed 2.2 lbs. /sq. ft. unless the
Installer warrants in writing that the ceiling system is
structurally adequate to support greater ceiling loadings,
and the Consumer approves the Installer's proposal in
writing prior to installation. Structural damage can be
caused by excessive pressures during the installation or by
installing insulation in structures too weak to support the
imposed load. The Installer shall be responsible for
ceiling damage due to his installation of insulation. The
following is a list of signs which indicate that special
care and /or limitation of insulation quantity may be
required. In such cases, the Utility shall be notified of
and approve any proposed action before it is taken by the
Installer.
(a) Separation of finish materials from joists or studs.
Attachment 7 Page 9 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -818P
Energy Conservation Agreement
(b) Cracking of materials or opening of joints between
boards.
(c) Vertical deflection of gypsum board of more than 1/200
of the joist spacing.
(d) Visible evidence of nail heads being pulled partially
through sheet rock.
2. No additional insulation shall be installed over existing
fiberglass, rockwool, or cellulose insulation with a depth
of 10 inches or more unless warranted and approved as noted
in 1 above.
3. No additional insulation shall be installed over existing
perlite or vermiculite with a depth of 3 -1/2 inches or
more. Fiberglass insulation only may be installed over
existing perlite or vermiculite with a depth of 1 to
3 -1/2 inches.
D. Installation Requirements. Insulation shall be installed
according to the provisions of the Uniform Building Code and
shall include the requirements listed below as appropriate.
1. Heat Producing Fixtures. Insulation shall not be installed
within 3 inches of the sides nor, when installed directly
over a fixture, within 24 inches of the top of any recessed
lighting fixture enclosure unless the fixture is labeled
for direct cover by insulation. A solid, noncombustible,
open- topped enclosure shall be placed around recessed
fixtures to provide clearances to the side, and to prevent
loose -fill material from blowing into or sluffing onto the
fixture. Tops of such enclosures or dams shall extend a
minimum of 4 inches above loose-fill insulation. When
insulation is to be installed over a fixture, a solid,
non combustible closed -top box shall be used which provides
the 3 inch side clearance and a vertical clearance overhead
of at least 24 inches above the highest point of the
fixture. Similar, proper protection shall be made for all
miscellaneous electrical devices (i.e., door bell
transformers, ventilating fans, other motors, etc.) in
accordance with State and local codes. Metal fixture boxes
with top enclosures may be insulated around and over
without additional protection when tested and cfirtified by
an independent laboratory as being capable of dissipating
Attachment 7, Page 10 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE-MS79-81BP
Energy Conservation Agreement
5/14/82
fixture heat, (e.g., UL -rated fixtures will be marked
"Recessed Fixture Type IC
All combustible insulation materials shall be kept a
minimum of 3 inches from metal flues and mansonry chimneys,
by installing solid, noncombustible retaining wall
extending a minimum of 4 inches above the level of
loose -fill insulation, or by wrapping the flues or chimneys
with a minimum 3 -inch thick layer of noncombustible batt
insulation extending 4 inches above the level of loose fill
insulation.
As an alternative to enclosures and retaining walls,
unfaced batt insulation (at least 14 -1/2 inches wide) of
the required R -value may be placed around fixtures, flues,
and chimneys. Such material shall maintain a minimum
3 -inch clearance and extend a minimum of 4 inches above the
level of loose -fill insulation.
Where a 3 -inch clearance is established around flues and
chimneys by using a retaining wall or by using batt
insulation, then noncombustible insulation may be installed
in the clearance space. Noncombustible insulation is
insulation material which conforms to the standard test
method ASTM E- 136 -79.
2. Recessed Soffits. Insulation shall not be introduced into
recessed soffits which contain lighting, electrical
devices, or flues.
3. "Knob and Tube" Wiring shall be treated with special care.
Free air circulation shall be maintained by installing batt
type insulation (unfaced or faced downward) of at least
14 -1/2 inches in width directly under the wiring. When
loose -fill type insulation is used, it shall be tapered
back from the edges of the batt so that loose -fill
materials do not "drift" into contact with the wiring.
Other proposed methods shall be submitted to the Utility
for written approval, prior to use.
4. Ventilation Baffling shall be provided so that an average
of at least 1 inch measured vertically over the full joist
spacing is available for incoming air from all soffit, eave
or knee wall openings. Baffles shall be of weat:=er-
resistant materials, and shall be capable of
Attachment 7, Page 11 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- M579 -816P
E ner g ay 82 Conservation Agreement
permanently retaining and separating the insulation from
the incoming air access.
Mineral wool batts of sufficient thickness to adequately
baffle, and yet maintain the 1 inch free -air clearance, are
acceptable. When used in conjunction with loose -fill
materials, all baffles shall extend above the final
insulation level. Where roof slope will not allow the
maintenance of the 1 -inch clearance and ventilation access
is required, the insulation depth shall be sloped to
maintain the required ventilation.
5. Attic En kcess Openings shall be framed to prevent
oose insulation trom falling or sluffing through the
opening, and the access door shall have at least a 6 -inch
mineral batt fixed to the attic side.
Alternatively a 14 1/2 -inch wide batt insulation perimeter,
with R rating equal to that specified for the attic, may be
used around the ceiling attic access opening in place of
loose -fill insulation.
Attic kcess Hatches (or the opening itself) shall be
weatherstripped with appropriate materials (see
section 112), if they open to a conditioned space.
6. Exhaust Fans which vent any living space into the attic
space shall be extended to the outside in a workmanlike
manner or to within 6 inches of an existing ridge or gable
vent. Extension material shall be moisture proof, rigid
material mounted in a secure manner, of appropriate
diameter for the vent opening. Kitchen range exhaust fans
shall be connected to a duct of not less than 26 gauge
galvanized steel which is substantially air tight
throughout and which terminates directly to the outside in
a vent cap. Where required by local codes, outside venting
provisions shall be installed as specified in such codes.
7. Floored Over Attic Spaces shall be insulated to the highest
practical R -value approaching R -38.
8. Knee Walls around a conditioned space shall be insulated to
a minimum of R -11, with R -19 preferable. A vapor barrier
should be installed facing the conditioned area. The
ceiling over this conditioned space shall be insulated to
the highest practical R -value approaching R -38.
9. Upon Completion of the ceiling insulation application, four
coverage labels shall be completely filled out and signed
by the Installer. One each shall be permanently attached
to the interior of the attic structure in a convenient
location nearby and clearly visible from the access
opening, presented to the homeowner, mailed to the Utility,
and kept on file by the Installer for at least four years.
The "Certificate of Installation" required by the USDOE
Residential Conservation Service (RCS) program may be
substituted for the coverage label.
10. Vapor Barriers installed with ceiling insulation shall be
paced between the insulation material and the conditioned
space.
E. Ventilation
1. Definitions
Unconditioned Space VIZll //A
Conditioned Space
a
b
Attachment 7, Page 12 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE fi1S79 -81BP
Energy Conservation Agreement
5/14/82
c
d
e
(a) represents a horizontal attic.
(b) represents an upper horizontal attic with a conditioned
space below.
(c) represents vertical wall sections referred to as KNEE
WALLS.
(d) represents an upper horizontal attic with KNEE WALLS.
(e) represents a sloping ceiling with knee wall.
2. Total Net Free Area of vents in the attic space shall
either be determined to be adequate or shall be made
adequate by the Installer consistent with the requirements
of this section, as an integral part of any ceiling
insulation to be installed. Unless local code takes
precedence, attic ventilation requirements shall conform to
one of the following options, or its equivalent.
(a) GABLE VENTS ONLY (one at each end) No Vapor Barrier
One square foot of (total system's) cross- ventilated net
free area for each 150 square feet of ceiling area.
(b) GABLE VENTS ONLY Vapor Barrier Facing Down
At least
One -half
of vent
area here.
Balance at
Eaves.
Attachment 7, Page 13 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
One square foot of (total system's) cross ventilated net
free area for each 300 square feet of ceiling area.
(c) COMBINATION UPPER AND LOWER VENTS With or Without Vapor
Barrier
3' -0'J
Minimum
One square foot of (total system's) cross ventilated net
free area for each 300 square feet of ceiling area.
Attachment 7, Page 14 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
Note: Single gable- venting does not provide adequate
cross ventilation, except for ventilating small "blind"
attic areas created by knee wall /dormer combinations.
Gable -vents (or their equivalent in roof vents) should be
located at each extremity of the house. When used in
conjunction with eave (soffit) vents, each house extremity
should have either gable- vents, roof vents, or a
combination of either one or both.
Note: Mesh screens, rain louvers, or combinations of both
can reduce net free area by as much as two thirds.
Allowances shall be made accordingly. Most metal louvers
have "net free area" stamped on them. Otherwise, divide
the gross area by the Area Factor in the following table:
Covering Area Factor
1/4" hardware cloth 1
1/4" hardware cloth with rain louvers 2
8 mesh screen 1 -1/4
8 mesh screen with rain louvers 2-1/4
16 mesh screen 2
16 mesh screen with rain louvers 3
No screen with rain louvers 2
Note: Knee walls in attic spaces typically create dead -air
conditions which require proper ventilation.
3. All Soffit or Eave Openings shall be left free of any
blockage by insulation or other materials, and such eave
systems must remain effective following weatherization.
4. Eave or Soffit Vents, by themselves, shall not be
considered as providing adequate "cross- ventilation."
Additional means of establishing ventilation by natural
convection should be incorporated.
5. Sloping Ceilings shall be ventilated by maintaining a
minimum space of 1 inch between the top of any insulation
material and the bottom of the roof sheathing.
6. Mechanical Ventilators shall be installed only when
"passive ventilating methods are not practical. The
following considerations shall be made for such mechanical
ventilation:
(a) The unit's primary function shall be for attic humidity
control and the required humidistat shall be set for
95 percent R.H.
(b) The unit shall be certified by the Home Ventilating
Institute and be UL listed.
(c) The motor shall be permanently lubricated and shall
have vibration dampening mountings.
(d) The unit shall have a sturdy housing, plated or
stainless steel fan /motor mounts, and shall be of
weather /splash -proof construction.
(e) Fan /motor combinations shall be sized in accordance
with the recommendations of the Home Ventilating
Institute (HVI) as noted below. Fan /motor combinations
furnished shall be UL- approved and certified by the HVI
for at least the volume required.
Fan /motor combination rated capacity shall be at least
the volume given by the formula: Air volume in cubic
feet per minute (CFM) (ATTIC AREA FT2) x 0.7. This
quantity should be increased by 15 percent for homes
with dark roofs. For example, for a home with
1500 square feet of attic space the required fan /motor
capacity would be:
1500 x 0.7 1050 CFM
1050 x 1.15 1200 CFM
Attachment 7, Page 15 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
If the home had a dark roof this would be increased as
follows:
(f) The fan /motor combination shall be roof mounted (not
gable- mounted) with roof vents in its immediate
vicinity blocked so as to prevent localized circulation
(i.e., short circuiting). The total net free -area of
all unblocked eave and gable vents shall be equal to at
least one (1) square foot per 300 CFM of air flow
capacity of the fan /motor combination.
(g) Units designed for gable -end applications may be used
only when roof mounted units are not feasible.
Attachment 7, Page 16 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -816P
Energy Conservation Agreement
5/14/82
(h) Mechanical Ventilators are not acceptable when ridge
ventilation has been provided.
7. Air turbines are not acceptable.
8. Unusual Attic Ventilation Problems may pose structural
changes beyond the scope of this Program. Deviations in
these standards and their solution should be handled on an
individual basis with Utility personnel.
105. FLOOR SPECIFICATIONS
A. Insulation Levels. A minimum of R -19 of insulation material
shall be installed under the floor of any conditioned space,
except when over a heated area or an unvented crawlspace,
unless R -19 cannot feasibly be achieved.
B. Insulation Materials. Insulation installed under the flooring
may be mineral blankets or batts, loose -fill mineral fibers, or
loose -fill cellulose complying with the Applicable Federal
Specification. Cellulose materials used shall meet standards
contained in CPSC 1209 and all other requirements which are not
covered under the CPSC regulation but which are contained in
Federal Specification HH- I -515D, or subsequent revisions.
Cellulose manufacturers shall subscribe to an ongoing
laboratory quality control inspection program substantially
equivalent to the "UL" labeling program. In addition,
cellulose shall meet the labeling requirements contained in
CPSC 1404. When unusual conditions exist which may indicate the
use of foam plastics, or their combination with other
materials, such applications shall comply with the Uniform
Building Code.
C. Installation Requirements. Insulation shall be installed
according to the provisions of the Uniform Building Code and
shall include the requirements listed below as appropriate.
1. A Ground Cover moisture barrier shall be installed when
none exists or when an existing ground cover has been
extensively damaged. The ground cover shall be 6 mil black
polyethylene, or its equivalent in perm- rating, strength,
and resistance to soil- chemical degradation. All joints
shall be lapped 12 inches. The cover shall extend at least
12 inches up the foundation wall.
Attachment 7, Page 17 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -818P
E 82 Conservation Agreement
2. Underfloor Drainage of standing water shall be provided, if
necessary, by the Consumer in compliance with the Uniform
Building Code, before floor insulation is installed.
Floors over crawl spaces with only moderate, seasonal
moisture problems can be insulated if ample
cross ventilation exists through the crawl space. When
crawl spaces are seasonally wet, the area can be
temporarily pumped or the installation deferred to a later
time, whichever is mutually agreeable to both Installer and
Consumer. Excessive seasonal water levels, which could
contact insulation on plenums or ducts will disqualify the
floor for weatherization until properly drained as stated
above.
3. Attachment of Suspension Materials for containing the
insulation under the sub -floor and between floor support
members shall not exceed 2 foot spacing, either along floor
joists or beams or between joists or beams. Suspension
materials must be capable of permanently containing the
insulation without sagging under anticipated loads of
seasonal condensation. These materials shall be rot -free,
rust -free, stretch -free, permanently affixed by positive
wood penetration, and shall not compress more than
10 percent or otherwise alter the insulation value of the
material installed. Twine meeting these specifications,
shall have a strength of not less than 150 lbs. test
strength.
Methods of retaining loose-fill floor insulation shall be
submitted to the Utility and approved prior to use.
4. Vapor Barriers shall be installed as a part of floor
insulation. Such barriers shall have a minimum perm rating
of 1.0 and shall be located between the insulation material
and the conditioned space.
5. Crawl Space Access Opening must be provided by the
Consumer. Any access door adjacent to a conditioned space
shall be insulated to R -19.
6. Water Pipe Insulation is a part of under -floor insulation.
A minimum of R -3 shall be required on any water pipes not
enclosed within the floor insulation, except higher
R- values may be required in areas with severe winter
climates as determined by the Utility. Waste or drain
pipes are excluded from this insulation requirement, except
Attachment 7, Page 18 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81 DP
Energy Conservation Agreement
5/14/82
in areas with severe winter climates as determined by the
Utility.
7. Water Pipe Heaters shall be installed in localities which
experience sustained periods of subfreezing temperatures
during the winter. Such heaters shall include a thermostat
set at approximately 35 degrees Fahrenheit, and they shall
be placed around all water pipes (both hot and cold water)
in the crawl space prior to installation of the pipe
insulation.
8. Exterior Perimeter insulation shall be an acceptable
alternative to under floor insulation at the discretion of
the utility. When exterior perimeter insulation is deemed
acceptable it shall be installed as follows:
(a) Only insulation board which has a moisture absorption
rate no greater than 0.3 percent when tested in
accordance with ASTM C- 272 -53 and a water vapor
transmission rate no greater then 2.0 Perm /inch when
tested in accordance with ASTM C- 355 -73 may be used for
this application. Alternate materials shall be
submitted to the Utility for written approval prior to
use. Expanded polystyrene (bead board) is not
acceptable.
(b) Insulation installed shall have a minimum thermal
resistance of R -8 and shall generally not extend beyond
a line projected downward from the outer surface of the
home's siding.
(c) Insulation shall be installed from the bottom edge of
the siding to a depth equal to the local "frost line"
(as determined from local building or water utility
officials) or two feet below grade, whichever is
greater. The single exception to this requirement
shall be that insulation shall not be installed nor
excavation take place below the level of any foundation
footing. The purpose of the exception is to minimize
disturbance to the soil under the foundation.
(d) Prior to any excavation, the Installer shall reach an
agreement with the Consumer regarding protection or
removal and replacement of any plants or other items
which will be disturbed or damaged by the excavation.
The Installer shall be responsible for promptly
Attachment 7, Page 19 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
backfi l l i ng any required excavations after work is
completed and for replacing all such plants or items in
their original locations, unless released in writing
from this obligation by the Consumer.
(e) Insulation shall be adhered to the foundation with an
adhesive suitable for the purpose after the foundation
surface has been adequately cleaned and projections
removed. Adhesive shall be installed in continuous
horizontal beads to block insect infestation.
(f) Insulation material shall be water proofed with a
suitable vapor barrier of aluminum foil or similar
material and shall be protected from mechanical damage,
solvents, mastics, moisture, and ultra violet light
degradation. Above grade, the insulation shall be
covered with a suitable coating which matches adjacent
walls (or previous foundation surface) in color and
general surface appearance. (Acceptable materials
include galvanized sheet metal, other metals
insensitive to corrosion, cement asbestos board, or
Portland cement plaster (Stucco). Other materials must
be approved in writing by the Utility prior to
installation).
(g) A flashing system shall be provided in order to prevent
water from getting behind the perimeter insulation.
(h) When perimeter insulation is installed with a crawl
space, a ground cover of 6 mil black polyethylene shall
be installed unless one already exists.
(i) The Installer shall be responsible to locate, protect,
and if damaged, repair any underground cables, pipes,
utility lines or other obstructions during excavation.
9. Interior Perimeter insulation shall be an acceptable
alternative to the under floor insulation at the discretion
of the utility. When interior perimeter insulation is
deemed acceptable it shall be installed as follows:
(a) A ground cover moisture barrier shall be installed as
specified under 105 Cl prior to the installation of
insulation.
D. Ventilation
106. WALL SPECIFICATIONS
Attachment 7, Page 20 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
(b) Insulation installed shall have a minimum thermal
resistance of R -19 where feasible.
(c) Insulation shall extend from the bottom surface of the
sub flooring (i.e., including band joist) downward to
the crawl space floor and inward from the base of the
foundation a distance of three feet on top of the
ground cover. All seams between adjacent batts
blankets or sheets shall be either continuously taped
or stapled (on no more than 6" spacing) along their
entire length.
1. Ventilation of Crawl Spaces shall either be determined to
be adequate or shall be made adequate by the Installer as
part of any floor insulation to be installed. Adequate
ventilation shall be considered to be 1 -1/2 square feet of
cross ventilated net free -area per 25 linear feet of
perimeter wall.
2. Insulation of Inadequately Vented Crawl Spaces shall be
approved on an individual basis by the Utility prior to
installation.
3. When Perimeter Insulation is Installed with a crawl space,
(i.e., not a whole -house plenum or slab -on -grade
construction), automatic thermostatically controlled
louvers shall be installed in each ventilation opening to
the crawl space. Such vents shall operate such that they
are fully closed at 40 degrees Fahrenheit and fully open at
70 degrees Fahrenheit.
A. Insulation Levels. Walls determined by the Utility to be
eligible for weatherization shall be insulated to a minimum of
R -11.
B. Insulation Materials. Insulation installed in walls may be
mineral blankets or batts, loose -fill mineral fibers, or
loose -fill cellulose complying with the Applicable Federal
Specification. Cellulose materials used shall meet standards
contained in CPSC 1209 and all other requirements which are not
covered under the CPSC regulation but which are contained in
Federal Specification HH- I -515D, or subsequent revisions. In
Attachment 7, Page 21 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
addition, cellulose shall meet the labeling requirements
contained in CPSC 1404. When unusual conditions exist which
may indicate the use of foam plastics, or their combination
with other materials, such application shall comply with the
Uniform Building Code.
Note: Urea Formaldehyde foam insulation is not acceptable.
C. Installation Requirements. Insulation shall be installed
accoraing to the provisions of the Uniform Building Code and
shall include the requirements listed below as appropriate.
1. A Vapor Barrier, of 1.0 perm minimum (including special
low -perm paints, foil or vinyl wall papers, or similar
materials) shall be installed on the warm side of the
insulation, unless installation without a vapor barrier is
approved in writing by the Utility.
2. Furring Out Concrete or Masonry Walls required as part of
wall insulation shall be included as part of the insulation
job.
3. Electrical Wiring; installation, taping, and painting of
gypsum board; as well as other finishing shall be the
responsibility of the Consumer.
D. Exterior Perimeter Insulation shall be an acceptable
aiternative to i nsulation of basement walls. When perimeter
insulation is installed, it shall be installed as specified in
section (105, C 8, a -i) above.
107. HVAC DUCT SPECIFICATIONS
A. Insulation Levels. HVAC ducts shall be insulated to a minimum
of R -9 in the crawl space, or a minimum of R -19 when located in
the attic.
B. Insulation Material. Duct insulation shall meet the
requirements of Federal Specification HH- I -558b. When located
in unconditioned spaces and subject to routine human contact,
ducts leading directly into and out of electric furnaces or
heat pump air handlers shall be insulated with insulation
having a facing with a flame spread rating not greater than 5U,
per ASTM E- 84-79. If the duct serves more than one dwelling
unit, then the flame spread shall be no greater than 25.
Attachment 7, Page 22 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
C. Installation of duct insulation, when required, shall include
repairing duct supports, taping duct joints and elbow segments,
and sealing boot entries at the floor. All duct joints shall
be taped before insulating. Batt facing shall be outside for
mechanical protection of the insulation.
D. Ceiling Duct Systems (whether supply or return ducts of a
functioning circulating air system) shall be joint -taped before
any ceiling insulation is applied.
108. WINDOW SPECIFICATIONS
A. Definitions
1. Prime Window. The original window to which a storm window
or multipane unit is added to provide greater thermal
resi stance.
2. Lite. Also known as pane. The glazed parts of the frame
(e.g., reference to a 2 or 3 lite horizontal sliding window
means that there are 2 or 3 individual glass sections
within the window unit)
B. AAMA Certification. Storm windows certified under AAMA are
automatically acceptable under this Program. Noncertified
windows must be approved by the Utility prior to installation
and will require that each manufacturer provide independent
test data (from a mutually acceptable laboratory) indicating a
specific infiltration performance capability. The Utility may
require data indicating conformance to other applicable
standards and test methods. (Exterior storm windows shall have
an air infiltration rate no greater than 2.0 cubic feet per
minute for each linear foot of crack at a static pressure
difference of 1.56 pounds per square foot.Interior storm
windows and thermal window units shall have an air infiltration
rate no greater than 0.5 cubic feet per minute for each linear
foot of crack at a static pressure difference of 1.56 pounds
per square foot. In addition, thermal window units hall have
a thermal conductance of no more than 0.7 Btu /hr. ft F,
corrected for framing, for an exterior wind velocity of 15 mph.)
C. Safet Glass Requirements. Safety glass shall be used under
owing conditions:
1. In windows adjacent to a door whose nearest vertical
edge is within 12 inches from the door in a closed
Attachment 7, Page 23 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
position, and whose bottom edge is below the level of
the top of the door.
2. In windows and storm windows subject to human impact
(e.g., adjacent to a walking surface, or in a location
to be construed as an entrance or exit) except:
(a) Lites for which the smallest dimension is less than
18 inch.
(b) Lites whose bottom edge is more than 18" above a
walking surface and the portion below the lites is
filled with an opaque material.
(c) Lites protected by guardrails, handrails, safety
bars, or other barriers to protect the Lites from
human impact which have been approved by the
appropriate building code official or agency.
D. Materials Requirements. All materials shall be of sufficient
strength and durability so as to resist damage or distortion
from wind loads, thermal stress (including that due to solar
gain), or induced installation stresses.
1. Framing and Sliding Members of storm windows may be wood,
aluminum, or light colored ultraviolet resistant rigid
vinyl equivalent to B. F. Goodrich Geon 7080 or Ethyl Corp.
5006. Other materials are not acceptable unless approved
in writing by the Utility.
2. Glazing for exterior storm windows is restricted to glass
unless otherwise specified by the Utility in writing. All
Lites shall be of good quality glazing materials, and shall
meet Federal Quality Control Specifications DD- G -451D and
DD-G-1403B.
3. Maximum Allowable Areas for wood or aluminum- framed windows
which can be covered by a particular thickness of glazing
material shall be as follows:
Single strength glass 11 sq. ft.
Double strength glass 2U sq. ft.
3/16" thick glass 40 sq. ft.
Single strength glass
Double strength glass
vertical measurement.
3/16 inch thick glass
Attachment 7, Page 24 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -818P
E e r 82 Conservation Agreement
Allowable areas for vinyl- framed windows which can be
covered by a particular thickness of glazing material shall
be as follows:
not allowed
17 sq. ft. and less than 4 ft.
25 sq. ft.
No vinyl- framed single Lite shall exceed 25 sq. ft. or the
areas noted above unless approved in writing by the utility.
These areas are based on an average wind pressure of 18
psf, window height above ground of less than 30 ft., and
float type glass. However, where actual conditions exceed
these values, the maximun allowable area shall be reduced
according to the provisions of AAMA 302.9. Areas for
vinyl- framed windows also should be reduced proportionally.
4. Storm Window Lites shall not exceed 20 square feet in area
unless approved in writing by the Consumer prior to
installation. For larger units, the Installer shall inform
the Consumer of potential difficulty and hazard of removing
such units for cleaning, and relative advantages of
substituting an insulated glass unit.
E. Installation
1. Storm Windows Shall be Permanently Affixed. Opening Prime
Windows, when weatherized, shall remain operable without
the removal of the storm window frame. For ease of
operating prime sliders and storm sliders, both shall be so
arranged that interior access to latches is not impaired or
made difficult. All storm windows shall provide an easy
and accessible method of removal to accomodate washing and
cleaning of both storm and prime glazings.
2. Quality Control
(a) Correct size, shape, and type of storm windows for the
openings shall be assured by the Installer. Each one
shall be measured for appropriate clearances and
"but -of- squareness" to match the Prime Window. The
storm window may need to be adjusted to be square,
plumb, and level without distortion to the storm window
parts, upon installation.
Attachment 7, Page 25 of 56
Zero Interest Loan
Weatherization Program II
Contract No. UE MS79 -8l bP
Energy Conservation Agreement
5/14/82
(b) Distortion of storm frames to fit uneven prime frames,
empty drill holes, split blind- stops, make -shift
innovations to mask size mismatches, and all similar
evidences of non professional application are not
allowed in this Program and shall be corrected by the
Installer.
(c) Prime Window frames and sashes must be free of
deterioration and structurally sound before storm
windows are installed. Sources of evident water
penetration through prime openings shall be located and
corrected. Necessary repairs to Prime Window members
or Lites shall be accomplished by the Consumer prior to
installation of storm windows.
(d) When determined to be appropriate by the Utility,
complete window replacement with double glazed windows
will be acceptable where prime frames are damaged or
otherwise unserviceable for use with storm windows.
Similarly, where determined to be appropriate by the
Utility, complete sash replacement with double glazed
sashes will be acceptable where prime sashes are
damaged or otherwise unserviceable for use with stone
windows.
For purposes of this provision, double glazed
replacement window means a window constructed with
either a sealed insulated glass unit certified under a
SIGMA-approved program, or two layers of glass
specifically incorporated in the window frame having at
least a 1/2 -inch spacing between layers, and the inner
layer or glass is removable to allow for cleaning.
Replacement windows and sashes shall meet the minimum
requirements for storm windows with respect to life
expectancy, and operating characteristics.
(e) Hardware and fasteners shall be aluminum, stainless
steel or other non corrosive materials compatible with
the window frame material. Cadmium- or zinc plated
steel, where used with aluminum windows, shall be in
accordance with ASTM B 633 -78 or A 165 -80. Vinyl
framed interior and exterior storm sashes shall be
permanently anchored with screws through the web at
5 -inch centers. The screws must be long enough to
penetrate through the window surround and anchor in the
Attachment 7, Page 26 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
structural framing. No stile or rail shall in any case
contain fewer than 3 anchor screws.
(f) Glazing sealants shall be resilient, nonhardening
compounds, tapes, or gaskets with established long life
expectancy.
(g) Effective infiltration barriers shall be provided by
proper sealing or weatherstripping of the storm window
to provide a tight dead -air space (3/4 -inch to
4 inches) between prime and storm Lites.
A weather- tight, infiltration -tight caulking or gasket
shall be applied between the storm frame and prime
frame. Such material shall have the thickness and
resiliancy to adjust to and fill voids betwen frames.
This seal shall be continuous across the top and down
each side. The Installer shall provide a means of
preventing and relieving excessive condensation between
the storm window and prime unit. The Installer is
responsible for correcting condensation conditions
which are identified during the first year after
original installation.
(h) Any bare wood, whether exposed or added, shall be
finished with a sealer to prevent future warping or
swelling. Consumers shall be advised that color
matched painting must be arranged separately from this
Program.
(i) Framing members of storm window Lites shall align
visually with those of the Prime Window, unless
otherwise approved by the Consumer.
(j) Contact areas shall be free of protrusions which will
interfere with proper installation of storm windows.
(k) Aluminum storm windows shall employ a thermal break of
vinyl or elastomeric material specifically manufactured
for this purpose to prevent any metal-to-metal contact
of the frame to the prime frame, or to any metal window
trim.
(1) Materials damaged in shipment or in assembly shall not
be used.
Attachment 7, Page 27 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -811P
Energy Conservation Agreement
5/14/82
(m) Mitered Butt Joints of frame members having cracks of
1/32 inch or greater shall be sealed or caulked with
compatible, visually acceptable material. Empty screw
holes or other minor penetrations shall be similarly
treated.
3. Caulking_ of Prime Window- frame /house- siding cracks is
discussed in Section 113 Caulking.
F. Operable Storm Windows
1. Storm Windows which are placed in the screen track of the
Prime Windows are not acceptable for this Program.
2. Installed Units Shall Not Rattle in high wind.
3. All Slidin Panes or associated channels shall be fitted
with in 1 tration and weather barrier devices.
4. Meeting Rails of sliding storm windows shall be provided
with a durable effective, infiltration barrier. Windows
with meeting rails 30 inches or longer shall also include a
mechanical interlock on the meeting rails. In no case
shall glass in sliders contact other glass in any position.
5. Locks or Latches (or spring- tension in pressure/friction
channels) on vertical sliding windows shall be designed
to hold the sash secure and level in ventilating positions.
6. When Glazed Sashes are allowed to "free fall" the maximum
distance provided by latch positions, they shall
automatically stop in the next -lower latch position.
Latches shall be of sufficient strength and durability to
prevent their breakage or failure. Pressure /friction
controlled sliders shall effectively prevent "free- fall."
7. The Lowest Latch Position shall provide an open space of at
least 1 inch but no more than 2 inches between sash and
sill. An exception shall be a pressure /friction slider.
8. Security Locks are not required.
9. All Sliding Units shall be of sufficient combinations of
glass /slider -frame rigidity to prevent bowing after
installation.
Attachment 7, Page 28 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
10. All Operable Windows shall be of design, materials, and
finish which will ensure they will operate as originally
designed for their full life expectancy.
11. In general, screens shall be furnished with all storm
window systems. However for outward opening casement,
awning or hopper window types, an exception is allowed.
Screens for those window types are not required where there
are no existing screen(s) or where the existing screen(s)
remain fully operable. Replacement screen(s) shall be
furnished where an existing screen is rendered inoperative
by the storm window installation.
12. Weatherstripping. Wherever feasible, installers shall
replace worn or damaged weatherstripping or sealants on the
prime assembly when it is weatherized. This includes
replacement of the meeting rail weather stripping. All
materials used shall be compatible to the manufacturer's
slider system and shall be a permanent repair or
re placement
G. Inside Storm Windows Glass Glazing
1. Inside Storm Windows Shall Meet the Same Material and
L.onstruction rcequirements as other windows types as noted
elsewhere in this specification.
2. Inside Storm Windows Shall be Permanently Attached to the
Prime Window opening in a workmanlike manner.
3. The Window Shall be Mounted inside the master frame, within
3/4 -inch to 4 inches of the prime Lites. Clearance must be
allowed for Prime Window operation, removal, and cleaning.
Where design of the Prime Window precludes mounting the
storm window inside the master frame, the storm window may
be mounted in some other manner approved in advance by the
Consumer.
4. Inside Storm Windows Shall Have a Seal to provide greater
air tightness than the exterior Prime Window. The storm
window frame shall be installed using glazing tape,
caulking or other effective sealant system such that the
joint between it and the Prime Window or the surround is
completely sealed for the expected life of the storm
window. In addition, the corners of the Prime Window
casement (vertical and horizontal members which frame the
window opening) and between the casement and the storm
window frame shall be neatly sealed with a suitable
low- visibility caulk so that infiltration is effectively
blocked between the dead air space and the adjacent wall
cavity.
5. Inside Storm Windows Shall be Custom Fitted to each window
opening so as to match the size and shape of the existing
openi ng.
6. Tinted Glass shall not be used for inside storm windows.
H. Inside Storm Windows Non -Glass Glazing
Attachment 7, Page 29 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE-MS79-81BP
Energy Conservation Agreement
5/14/82
1. Inside Storm Windows made with Non -Glass Glazing Shall Meet
the Same Construction Requirements as other window types as
applicable elsewhere in this specification.
2. The Glazing shall be self- supporting with a minimum
thickness of .080 inches.
3. The Glazing shall maintain clarity, surface lustre and
impact resistance for the expected life of the storm window.
4. The Glazing shall add a minimum of R -1 to the existing
prime window thermal performance.
5. The Glazing shall not soften or deform up to a temperature
of 180'F.
6. The Glazing shall have an initial Rockwell Hardness of at
least M -90 or more as measured by ASTM U785 -76.
7. The Glazing shall be colorless with a minimum of 92 percent
light transmission for a minimum of 5 years as measured by
ASTM D1003 -77. Copies of manufacturer's test data shall be
furnished to the Utility upon request. The glazing shall
be virtually free of objectionable visual aberrations,
inclusions or distortions. The amount and severity of such
distortions are subject to the process by which the
material is manufactured. As a general rule its visual
characteristics shall be the same as float glass e.g.,
continuous or batch cast virgin acrylic).
8. Tinted Glazing shall not be used for inside storm windows.
Attachment 7, Page 30 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -818P
Energy Conservation Agreement
5/14/82
9. Inside Storm Windows Shall be Custom Fitted to each window
opening so as to match the size and shape of the existing
opening.
10. The Window Shall be Mounted inside the master frame, within
V4 inch to 4 inches of the prime lites. Clearance must be
allowed for prime window operation, removal, and cleaning.
Where design of the prime window precludes mounting the
storm window inside the master frame, the storm window may
be mounted in some other manner approved in advance by the
consumer.
11. Inside Storm Windows Shall Have a Seal to provide greater
air tightness than the exterior prime window. The storm
window frame shall be installed using glazing tape,
caulking or other effective sealant system such that the
joint between it and the prime window or the surrounding is
completely sealed for the expected life of the storm
window. In addition, the corners of the prime window
casement (vertical and horizontal members which frame the
window opening) and between the casement and the storm
window frame shall be neatly sealed so that infiltration is
effectively blocked between the dead air space and the
adjacent wall cavity.
12. Inside Storm Windows Shall be Permanently Attached to the
prime window opening in a workmanlike manner. However,
magnetic attachment for non -glass glazed inside storm
windows is allowed with the following conditions:
(a) The magnetic holding force shall be at least 6.0 lbs
per linear feet around the window perimeter when such
force is applied perpendicular to the window surface.
(b) On prime windows which are not operable, permanent
attaching clips or other suitable fasteners shall be
installed to prevent movement and removal of the window
under normal conditions. The clips shall be able to be
removed or disengaged to allow for window cleaning and
maintenance.
(c) On windows greater than 12 sq. ft., clips or similar
positioning devices shall be installed to prevent
movement of the window in any direction parallel to
glazing surface. These clips shall not prevent the
removal of the window.
Attachment 7, Page 31 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -b1BP
Energy Conservation Agreement
5/14/82
13. Cleaning Instructions shall be permanently attached on each
inside storm window in a prominent location on the glazing
surface or frame. The instructions shall recommend a
suitable cleaning solvent and wiping cloth. Contractors
shall also supply sample cleaning solvent and wiping cloths
after completion of the installation.
In addition, the label shall provide information regarding
where repair service and additional cleaning supplies are
available.
I. Multi Glazing
1. Sealed, Insulating Glass shall be certified under a
SIGMA approved program as, at least, Class B. This
certification means the manufacturer is participating in a
continuing quality assurance program which requires
compliance with ASTM E- 774 -81. Units which are certified
are marked by the manufacturer either on the inside of the
spacer piece located between the two panes of glass, on the
glass itself or on a non removable label. It indicates the
certifying agency (e.g. ALI or IGCC) and the class or
classes which the unit meets.
Replacement window units which use the above SIGMA
certified sealed insulating glass and meet the applicable
window standard contained in Appendix A are automatically
acceptable; otherwise, samples of windows shall be
submitted to the Utility for examination and written
approval prior to installation.
2. Multi Glazing Shall Not be Installed where sash material
has deteriorated or does not possess adequate strength,
support, or anchorage for the double panes. Sources of
water penetration through the prime sash or prime framing
must be located and corrected before installing
multi glazing. Structural repairs or replacements must be
accomplished prior to window weatherization and are the
responsibility of the Consumer. However, as noted in
Section E.2.d., above, complete sash replacement is
acceptable when determined to be appropriate by the Utility.
Attachment 7, Page 32 of 56
Zero Interest Loan
Weatherization Program II
Contract IJo. DE-14579-81 BP
Energy Conservation Agreement
5/14/82
3. Maximum Allowable Areas which can be covered by a
particular thickness of glazing material shall be as
follows:
Single strength glass 16 sq. ft.
Double strength glass 30 sq. ft.
(Based on an average wind pressure of 18 psf, window height
above ground less than 30 ft., float type glass, and
factory fabricated double glazing.) However, where
conditions exceed these values, the maximum allowable area
shall be lowered according to the provisions of AHMA 302.9.
4. Installers shall insure that double glazed units are
constructed to the proper size and type for the opening and
shall include tolerances and provisions for
"out -of- squareness" of the existing frame opening.
5. Sealed Units shall be free of condensation, fogging, or
staining, and the materials and installation procedures
employed shall ensure that the integrity of the
multi glazed seals is maintained.
6. A Thermal Barrier shall be installed between the
multi glazed unit and the perimeter surfaces of any metal
retaining frame. If the window is not constructed with a
sealed glass unit, then a thermal barrier shall be
installed between the two layers of glass.
7. Glazing Compounds and Gaskets small be installed with a
slope so as to ensure rainwater run -off. Such compounds
shall not contact the seal of the multi glazed unit or the
material shall be shown to be chemically compatible with
the seal of the multi- glazed unit.
8. When Installed, all clearances and normal "bite"
(containment of the glass) shall remain as specified by the
manufacturer.
9. Edges of Multi Glazed units shall have no edge damage, no
hairline cracks at the periphery, and no holes in the edge
sealants. Materials damaged in shipment or installation
shall not be used.
10. Innovative Methods for affixing an additional sheet of
glazing onto an existing window or sash shall be
1
subject to sample inspection and acceptance before written
approval may be granted by the Utility. Double faced
adhesive tapes, caulking, or sealant materials are not
considered acceptable methods for affixing added glazing to
prime Lites or their frames.
11. Screens shall be provided with all operable complete window
replacements. Screens shall also be provided with sash
replacements when existing screens are rendered inoperable
by the replacement sashes.
J. Skylights
1. Existing single glazed or damaged skylights shall be
replaced with multiple glazed skylights which meet the
requirements of the Uniform Building Code, when determined
to be appropriate by the Utility.
2. Alternatively, Existing Skylights May be Modifies by adding
glazing, inside or out, as appropriate. These skylight
modifications shall meet the requirements of the Uniform
Building Code.
109. STORM DOOR SPECIFICATIONS
A. Definitions:
Attachment 7, Page 33 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -515P
Energy Conservation Agreement
5/14/82
Prime Door. The original door to which a storm door is to be
added to provide greater thermal resistance.
B. Materials Requirements
1. Storm Doors May be of Either Wood or Aluminum Finish and
shall include removatil e or sTft stori ng"l ites and
screen(s). Doors which meet the applicable specifications
in Section 116, Appendix A (Tables 1 and 2) and are
constructed using either continuous piano -type hinge,
stainless steel hinges or aluminum hinges with a thickness
not less than .080 inch (and with nylon or similar type
material bearings) shall be automatically acceptable,
otherwise samples shall be submitted to the Utility for
examination and written approval prior to installation and
will require that each manufacturer have independent test
data (from a mutually acceptable laboratory) indicating a
specific infiltration performance capability. Doors shall
have an air infiltration rate of no more than 5.0 cubic
Attachment 7, Page 34 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE-M S79 -81BP
Energy Conservation Agreement
5/14/82
feet per minute per square foot of rough open area at a
static pressure of 1.56 pounds per square foot.
2. In Addition, Aluminum Doors Which are not automatically
acceptable shall meet the following minimum structural
requirements. Aluminum storm door frames (stiles and
rails) shall not be less than 1 -inch thick by 2 inches wide
with a minimum wall thickness of not less than
.050 inches. Z -bar construction shall have a wall
thickness of no less than .040 inch. Kick panels shall be
at least 13 inches high with a thickness no less than
.032 inch. The door shall be so assembled that damaged
components (especially screens or movable windows) can be
readily repaired or replaced, using commonly available hand
tools. These structural requirements are waived for AAMA
certified doors. Doors shall be constructed with
weatherstripping all around between the jamb and storm door
as well as a "sweep" at the bottom.
3. Note: The Utility reserves the right to identify and
refuse any storm door, at any time it deems the door not
satisfactory for the life expectancy requirements of this
Program. See Section 116 Appendix A (Table 2) for
specifications.
4. Quality and Strength of assembled components shall meet
requirements of Chapter 54 of the Uniform Building Code for
human impact and use.
5. Glazed Components Shall be of Tempered or Safety Glass or,
when approved in writing by the Utility, of other rigid
material of equal strength, clarity, high resistance to
ultra violet degradation, and of high tolerance to abrasive
scratching. All lites shall meet Federal Quality Control
Specifications DD- G -451D and DD- G- 14036. Jalousie type
glazing is not acceptable.
6. A Vertical or a Horizontal Moving, Glazed, Sash Frame shall
be contained by the frame of the storm door in snug,
weather -tight channel s. Meeting rails, top /bottom rails,
and side rails of this frame shall be weatherstripped with
full pile or otherwise physically connected so as to
provide a weather -tight seal.
7. Abn- Standard Doors. Upon a Consumer's specific request,
aesthetic and special treatments will be accepted on an
Attachment 7, Page 35 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
individual installation basis (i.e., full -view
fixed glazing, ornamental treatments with fixed glazing,
etc.). Such special features and resulting additional
costs shall be identified separately to the Consumer, and
shall not be part of this Program.
8. Operating Sashes Shall not be Operable or Removable from
outside when in the closed position. Sashes shall have
self- activating locks or latches, or other hardware,
designed to hold the sash secure and level in ventilating
positions.
9. When a Glazed Sash is Allowed to "Free Fall" the maximum
distance provided by latch positions, it shall
automatically stop in the next -lower latch position.
Latches shall be of material of sufficient quality and
strength to prevent latch breakage or failure throughout
the life requirement of the door.
10. Attached Hardware, screws, rivets, or other fasteners shall
be compatible to the materials with which they are used,
shall not be vulnerable to galvanic or weather corrosion,
and shall have the strength and durability for a normal
life expectancy equal to that of the storm door. Automatic
closures, storm chains, and latches are required. Security
locks are optional.
11. Construction, Hinging, and Installation shall be of
strength and durability to withstand, under normal wear and
tear, breakage, sagging, or deflection which would impair
its normal closure or impede the normal sliding, removal,
or insertion of screened or glazed sashes, for the useful
life expectancy of the storm door and prime members to
which it is attached.
12. The Contractor Shall Ensure that the storm door is
constructed and installed to the correct size and type for
the opening, and shall include tolerances and provisions
for "out -of- squareness" of the existing frame opening.
13. Prime Door Framing Shall be Free of Decay and structually
sound, for anchorage to the storm door frame. Structural
deficiencies shall be corrected by the Consumer before the
storm door is installed.
14. Protrusions on the Prime Door Frame, which would interfere
with proper installation of the storm door, shall be
removed prior to weatherization.
15. Any Bare Wood, whether exposed or added, shall be treated
with a sealer to prevent future swelling or warping.
Consumers shall be advised that color matched painting must
be accomplished separately from this Program.
C. Installation Requirements
1. The Contractor Shall Ensure that the storm doors operate
freely andao not Dind in the openings, and that no gaps or
openings exist around the perimeter which will negate the
weather- barrier integrity of the storm door. The bottom
expander (sweep) shall be permanently attached and adjusted
to contact the door sill to ensure weather tightness and
proper operation. A threshold extension or additional
threshold shall be installed where necessary. Required
closer and chain assemblies shall operate properly. The
door handles and latch or lock assemblies shall secure and
latch properly. The storm door hardware shall not
interfere with the operation of the Prime Door.
2. Doors Damaged in Shipment or in Installation shall not be
used.
3. The Final Step of the installation process shall be the
cleaning of the storm door lites inside and out. This
requirement is waived if weather conditions make cleaning
unfeasible or with the approval of the Consumer.
110. SLIDING AND FRENCH (ATRIUM) DOOR SPECIFICATIONS
A. Definitions
B. Insert Requirements
Attachment 7, Page 36 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE-MS79-81BP
Energy Conservation Agreement
5/14/82
Prime Door The original door to which a storm door or
mul ti pane unit is added to provide greater thermal resistance.
Lite Also known as pane. The glazed parts of the frame.
1. Double Glazed Insert Kits, Framed Double Glazed
Replacements, or a Io tal Re lacement with a New Double
Gfazedboor Assembly are al automatically acceptable if
Attachment 7, Page 37 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
En er y Agreement
their sealed insulating glass units are certified under the
SIGMA program (ASTM E- 774 -81 Class B standards) and meet
the applicable sliding door standard contained in
Appendix A. Units which have certified glazing but do not
meet the applicable door standard may be approved by the
Utility in writing prior to use. Single glazed Add -On
Secondary Doors are also acceptable. Appropriate
performance test reports may be required from an
independent test laboratory.
2. Doors certified under AAMA are automatically acceptable
under this Program. Non- certified doors must be approved
by the Utility in writing prior to installation and will
require that each manufacturer have independent test data
replacements, when existing screens are rendered inoperable
(from a mutually acceptable laboratory) indicating a
specific infiltration capability. (Doors shall have an
infiltration rate no greater than 1.0 cubic feet per minute
per square foot of overall frame dimension.)
3. Double Glazed Insert Kits, when installed for
weatherization, sari require a solid -metal roller system
replacement for any existing plastic rollers or for
deteriorating metal rollers. Either tandem rollers or
stainless steel track covers shall be required under
sliding, double glazed Lites over 3 feet wide. Regardless
of slider width, a deteriorated track system shall be
replaced or retrofitted with track covers.
4. Glazing Shall be Restricted to Glass unless otherwise
specified by the Utility in writing. The thickness,
strength, and quality of glass and glazing shall meet with
the requirements of Chapter 54 of the Uniform Building Code
and CPSC 1201. All Lites shall be of distortion -free, good
quality glazing, and shall meet Federal Quality Control
Specifications DD- G -451D and DD -G -14 038.
5. Weatherstripping_ to replace worn or damaged
weatherstripping or sealants on the prime assembly shall be
required when it is weatherized. This includes replacement
of the meeting rail weatherstripping. All materials used
shall be compatible to the manufacturer's slide system and
be a permanent repair or replacement.
C. Storm Door Requirements
Attachment 7, Page 38 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
6. Screens Shall be Provided with all complete door assembly
replacements. Screens shall also be provided with double
glazed insert kits or framed double glazed door by the
insert.
1. Framing and Sliding Members Shall be Wood, Aluminum, or
Other Materials as approved in writing by the Utility.
Retrofit systems shall have the durability to provide a
maintenance -free installation, under normal wear and tear,
following weatherization. They shall be completely
weatherstripped and be capable of trouble free service over
its expected life.
2. Screens Shall be Provided with all new storm door systems,
unless serviceable screens are already in place on existing
doors which will remain fully operable and are easily
removable following installation of the storm door.
3. Prime Opening Members Shall be Free of Decal and
structurally sound provide ancnorage ana support for the
existing (or added) slider. Any deficiencies shall be
corrected separately from thi s Program by the Consumer
before the affected weatherization Measure is installed.
4. Any Bare Wood, whether exposed or added, shall be treated
with a sea er to prevent future swelling or warping.
Consumers shall be advised that color matched painting must
be arranged separately from this Program.
5. Gaps and Cracks exposed to the elements shall be caulked on
both existing and added framing members.
6. Weatherstripping shall be required to replace worn or
damaged weatherstripping or sealants on the prime assembly
when it is weatherized. This includes replacement of the
meeting rail weatherstripping. All materials used shall be
compatible to the manufacturer's slide system and be a
permanent repair or replacement.
D. Final Inspection
1. Upon Installation Completion, units shall operate smoothly
and properly. Hardware shall be durable, function
properly, and not create interference. When closed, the
111. INSULATED ENTRANCE DOORS SPECIFICATIONS
A. Installation Criteria
Attachment 7, Page 39 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE-MS79-81BP
Energy Conservation Agreement
5/14/82
a complete weather barrier to
entire assembly shall provide
the entire prime opening.
2. Materials Damaged in Shipment or During Installation shall
not be used.
3. The Final Step of the Installation process shall be the
cleaning of door Lites inside and out. This requirement is
waived if weather conditions make cleaning unfeasible or
with the approval of the Consumer.
1. Damaged or Otherwise Unserviceable Prime Entrance Doors may
be replaced with insulated core doors under this Program at
the request of the Consumer, provided the Utility
determines such replacement to be appropriate. Such doors
shall be installed in lieu of storm doors for a given
opening. Installers shall separately identify costs of a
standard flush door and extra cost features (i.e.,
decorative panels, etc.). Any Consumer- requested Lites
shall be double glazed and no more than 10 percent of the
door area in order for the door to be covered by the
Program.
B. Materials Requirements
1. Replacement Doors Shall Have a Minimum Thermal Rating of
K
2. Glazed Components Shall be of Glass. All panes shall meet
the latest revision of Federal Specifications DD -G -451 and
DD -G -1403.
3. Insulated Replacement Doors are Automatically Acceptable if
they are certified by the manufacturer as meeting the
requirements of the ISDSI Standards listed in Appendix A
(Table 2). Noncertified doors must be approved by the
Utility in writing and will require the manufacturer's
independent test data (from a mutually acceptable
laboratory) regarding the door's infiltration performance.
The Utility may require data indicating conformance to
other applicable standards. (Doors shall have an air
infiltration rate of no more than 0.5 cubic feet per minute
Attachment 7, Page 40 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
for each linear foot of crack at a static pressure of
1.56 pounds per square foot.)
4. Attached Hardware, screws, rivets or other fasteners shall
be compatible to the materials with which they are used and
shall be protected from galvanic or weather caused
corrosion.
C. Installation Requirements
1. Existing Lock(s), if serviceable, shall be removed from the
existing entrance door(s) and placed on the insulated
door(s). If existing lock(s) are unserviceable, they shall
be replaced in kind or with equivalent quality locks,
keyedfor the original keys (unless the Consumer requests
otherwise). Any incremental increase in costs resulting
from a Consumer request for improved lock quality shall be
itemized separately, and paid for by the Consumer.
2. Replacement Doors may be Either Complete Prehung Units or
Door Replacement Onl depending on the structural strength
a�lcn su €tabi' ity o t e existing door casing.
3. New prime doors shall operate freely and not bind, and no
gaps or openings shall exist around the perimeter which
might negate the weather tight integrity of the door. Door
hardware and lock assemblies shall properly function.
112. WEATHERSTRIPPING SPECIFICATIONS
A. Weatherstripping shall be with materials appropriate for the
application and expected life noted in Section 103A.
B. Weatherstripping of Prime Doors (including doors into garages),
and the repair or replacement of thresholds worn to
ineffectiveness shall be installed when determined to be
appropriate by the Utility.
C. Door Weatherstripping shall be of the following types:
1. Hollow, cold weather, vinyl tube type which is affixed to a
prepunched aluminum flange or extrusion.
2. Spring bronze cushion weatherstrip.
3. Three -M brand nylon Y" strip, or
Attachment 7, Page 41 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
4. Interlocking metal weatherstrip
Other types of weatherstrip material shall be submitted to the
Utility for examination and written approval prior to use.
D. Door Bottom Weatherstripping shall be of the type in which an
aluminum shoe with a vinyl or neoprene gasket insert is
attached to the bottom, or recessed into the bottom, of the
prime door. An automatically retractable door bottom closure
is an acceptable alternative. Front door applications of
automatically retractable closures shall be concealed, mortise
type with a neoprene sealer. The surface mounted type of
automatically retractable closure, with a vinyl sealer, is
acceptable for other doors. Installation of automatically
retractable closure shall include the installation of the
companion striker plate.
E. Threshold Replacement, or repair, shall be necessary only when
wear or other damage makes door bottom weatherstripping
ineffective. Replacement may be of wood, aluminum, or vinyl
tube (for insert thresholds)
Attic and crawl space access hatches (or the opening itself)
shall also be weatherstripped with appropriate materials (such
as self- adhesive foam), if they open to a conditioned space.
113. CAULKING SPECIFICATIONS
A. Caulking Shall be Appl i ed Where Determined to be Appropriate by
the Utility.
B. Caulking Shall be Silicone Rubber Polyurethane, Polysulfide,
or Acrylic terpolymer conforming to Federal Specifications
noted in Appendix A (Table 1) or material demonstrating
equivalent performance in resiliency and durability.
C. Cracks Greater Than 3/8 -inch Shall be Repaired by filling with
a suitable material prior to caulking. Suitable materials
include closed -cell polyethylene rod (e.g., that manufactured
by Hercules, Inc. of Middletown, Delaware), treated natural
fiber twine, synthetic twine, or equivalent materials. Cracks
of less than 3/8 -inch shall be caulked. Caulking shall be
limited to those cracks associated with heated spaces.
114. CLOCK THERMOSTAT SPECIFICATIONS
Attachment 7, Page 42 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE MS79 -81BP
Energy Conservation Agreement
5/14/82
A. Clock Thermostats Shall be Installed when determined to be
appropri ate by the Utility. They sffall be of either
"low voltage" or "line- voltage" types, whichever is appropriate
for the application and shall meet the requirements of NEMA
DC 3 -1978 or DC 15 -1972, respectively.
B. The Clock Shall be Easily Programmable by the Consumer and
shall be at least a 24 -hour type. Seven day clocks are
preferred. In addition, the thermostat shall allow for up to
two separate set -back periods per day (i.e., day as well as
night set-back). Where central air conditioning is present, the
thermostat shall allow for summer "set -up" as well as winter
"set -back" control.
C. The Thermostat Shall have Independent Adjustment capability for
the A set -up and `set- back`` temperatures.
D. Thermostats Shall be Installed in Compliance with Local Codes
and the manufacturer's instructions by qualified personnel.
E. Thermostats used with heat pumps shall be capable of inhibiting
electric resistance elements during normal temperature pick -up
periods.
F. The Installer Shall Provide Instruction Materials to the
Consumer and explain the clock thermostat's operation and
method of adjustment to one or more members of the household.
115. DEHUMIDIFIER SPECIFICATIONS
A. Dehumidifiers Shall be Installed only in those cases where
actual high moisture conditions exist in a home. Consumers
shall be advised, where appropriate, that it may be less
expensive to install exhaust fans in high moisture areas (i.e.,
bathrooms and kitchens) than to install a dehumidier.
B. Where High Moisture Conditions Appear After Installation of the
weatherization measures, the Consumer may reapply to the
Utility for installation of a dehumidifier. If determined to
be necessary, it will be handled as an addition to the existing
agreement.
C. The Dehumidifier Shall be Certified by the Association of Home
Appliance Manufacturers (AHAM) specificaton DH -1.
D. Dehumidifiers Shall be Sized according to the general
guidelines below, and shall include a humidistat to
automatically maintain the desired humidity level.
Dehumidifier capacity shall be determined by the rated capacity
test contained in AHAM specification DH -1.
Floor Area of House
(sq. ft.)
Up to 1000 25
1000 2000 3U
2000 3000 35
116. APPENDIX A REFERENCED SPECIFICATIONS
A. The following specifications describe the minimum performance
requirements for materials used in this program. In many cases
they will be referenced on product packaging or descriptive
literature. These referenced specifications or subsequent
revisions shall be used to resolve disputes involving product
quality.
B. Federal Material Specifications and Standards
TABLE 1
Attachment 7, Page 43 of 56
Zero Interest Loan
Weatherization Program II
Contract No. UE- MS79 -818P
Energy Conservation Agreement
5/14/82
Dehumidifer Capacity
(Pints /24 hours)
Applicable
Subject Federal Specification
Mineral Fiber
Blankets/Batts HH -I -521 F
Mineral Fiber Loose -Fill HH- I -1030B
Cellulose Loose -Fill HH -I -515[)
Perlite HH- I -574u
Vermiculite HH -1 -5851,
Polystyrene Board HH -I -524(.
Polyurethane and
Polyisocyanurate Board HH- 1 -53UN
Insulation Blocks, Boards
Blankets, Felts, Sleeving
and Pipe Fitting Covering
Aluminum Windows
Wood Windows
TABLE 2
Attachment 7, Page 44 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy 2 Conservation Agreement
Silicone Rubber Caulking TT- S- 001543A
Caulking, single component:
polysulfide or polyurethane TT- S- 00230C
Caulking, single component:
acrylic terpolymer TT- S- 00230L
Cellulose Insulation CPSC Part 1209
Cellulose Insulation Labeling
Requirements CPSC Part 1404
Safety Specification for
Architectural Glazing
Ma teri al s CPSC Part 1201
Glass Float or Plate,
Sheet, Figured (flat, for
glazing, mirrors or other uses) DD-G -4510
Glass, Plate (float), Sheet,
Figured, and Spandrel (heat
strengthened and fully tempered) DD- G -14038
C. Miscellaneous Equipment and Material Specifications
Applicable
Subject Federal Specification
Aluminum Combination Storm
Windows for External Appplication
HH- I -558B
ANSI /AAMA
1002.10 -1980
ANSI /AAMA302.9 -1977
ANSI /NWMA I.S. 2 -80
Rigid Pol yvi nyl chl ori de
Profile Extrusions
Aluminum Sliding Glass Doors
Aluminum Storm Doors
Ponderosa Pine Doors
Douglas Fir, Western Hemlock,
and Sitka Spruce Doors and Blinds
Sealed, Insulating Glass Units
Hardness of Plastics and Electrical
Insulating Material s
Electrodeposited Coatings of Zinc on Iron
and Steel
Electrodeposited Coatings of Cadmium on
Steel
Haze and Luminous Transmittance of
Transparent Plastics
Dew /Frost Point of Sealed
Insulting Glass Units in
Vertical Postion, Test Method 4
Surface Burning Characteristics
of Building Materials
Moisture Absorption of Building Materials
Water Vapor Transmission of Thick
Material s
Low Voltage Room Thermostats
Residential Controls: Line
Voltage Room Thermostats
Dimensional Standard for Insulated
Steel Door Systems
Attachment 7, Page 45 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -816P
Energy Conservation Agreement
5/14/82
NBS/PS 26 -70
ANSI /AAMA
402.9 -1 977
ANSI /AAMA 1102.7 -1977
ANSI /NWMA I.S. 5 -73
FHDA 7 -79
Section 3
ASTM E- 774 -81
ASTM D- 785 -76
ASTM B- 633 -78
ASTM A- 165 -80
ASTM 0- 1003 -77
ASTM E- 576 -76
ASTM E -84 -79
ASTM C- 272 -53
ASTM C- 355 -73
NEMA DC 3 -1978
NEMA DC 15 -1972
ISDSI- 100 -79
Air Infiltration Standard for
Insulated Steel Door Systems
Installation Standard for Insulated
Steel Door Systems
Water Resistance Standard for
Insulted Steel Door Systems
Mechanical Performance Standard
for Insulated Steel Door Systems
Finish Performance Standard for
Insulated Steel Door Systems
Dehumidifiers
AHAM 1980 Directory of
Certified Dehumidifiers
117. APPENDIX B REFERENCED ORGANIZATIONS
A. AAMA Architectural Aluminum Manufacturers Association;
35 East Wacker Drive; Chicago, Illinois 60601; (312) 782 -8256.
B. AHAM Association of Home Appliance Manufacturers; 20 North
Wacker Drive; Chicago, Illinois 60606; (312) 984 -5800.
C. ANSI American National Standards Institute; 1430 Broadway;
New York, New York 10018; (212) 354 -3300.
D. ASHRAE American Society of Heating, Refrigeration and
Airconditioning Engineers; 345 E. 45th Street; New York, New
York 10017; (212) 644-7940.
E. ASTM American Society for Testing and Materials; 1916 Race
Street; Philadelphia, Pennsylvania 19103; (215) 299 -5400.
F. CPSC U. S. Consumer Product Safety Commission;
1111 18th Street, NW.; Washington, D.C. 20207.
G. FHDA Fir and Hemlock Door Association; Yeon Building,
Portland, Oregon 97204; (503) 224 -3930.
Attachment 7, Page 46 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE-MS79-81BP
Energy Conservation Agreement
5/14/82
ISDSI -101
ISDSI -102
ISDSI -104
ISDSI -105
ISDSI -106
AHAM DH -1 /ANSI
B149.1-1972
Edition No. 1
January 1980 or
latest revision
H. FTC Federal Trade Commission; Pennsylvania Avenue at
6th Street NW.; Washington, D.C. 2058U.
I. HVI Home Ventilating Institute; 4300 -L Li ncol n Avenue;
Rolling Meadows, Illinois 6001)8; (312) 359 -8160.
J. IGCC Insulated Glass Certification Counci 1; Attn: Claude
Robb; Industrial Park; Courtland, New York 13045;
(607) 753 -6711.
K. ISDSI Insulated Steel Door Systems Institute; 1230 Keith
Building; Cleveland, Ohio 44115; (216) 241 -7333.
L. NEC National Electric Code; NFPA; 47U Atlantic Avenue;
Boston, Massachusetts 02210; (617) 482-8755.
M. NEMA National Electrical Manufacturers Association;
2101 L. Street NW.; Washington, D.C. 20037.
N. NFPA National Fire Protection Association: 470 Atlantic
Avenue; Boston, Massachusetts 02210; (617) 482 -8755.
0. NWMA National Woodwork Manufacturers Association; 205 West
Touhy Avenue; Park Ridge, Illinois 60068; (312) 823 -6747.
P. RCS Residential Conservation Service (Program of the U.S.
Department of Energy)
SIGMA Sealed Insulated Glass Manufacturers Association;
111 East Wacker Drive; Chicago, Illinois 60601; (312) 644 -6610.
R. UBC Uniform Building Code; International Conference of
Building Officials; S360 South Workman Mill Road; Whittier,
California 90601; (213) 699 -0541.
S. UL Underwriters Laboratory; 333 Pfinsten Road; Northbrook,
Illinois 60062; (312) 272 -8800.
T. USDOE United States Department of Energy; Washington, D.C.
20585; (202) 252 -5000
118. APPENDIX C GLOSSARY
Air to Air Heat Exchanger A mechanical ventilation system which
preheats cold incoming air by transferring to it heat from the warn
Q.
Attachment 7, Page 47 of 5b
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Weatherization Program II
Contract No. UE- IvIS7Y -81 bP
Energy Conservation Agreement
5/14/82
Attachment 7, Page 48 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE-MS79-81BP
Energy Conservation Agreement
5/14/82
outgoing air. Used to maintain the energy efficiency of a structure
while exhausting indoor air.
Air Turbine Attic ventilator with attached blades which allows
prevailing winds to spin turbine, which increases the volume of air
removed from attic space.
Attic Exhaust Fan A ventilating device connecting the attic space to
the residence's conditioned space that ventilates by drawing cool outside
air into the residence and exhausting warm inside air through attic
vents. Also known as a whole house fan.
Automatically Retractable Door Bottom Closure A form of
weatherstripping that is spring loaded so that it will seal between the
door and the floor or threshold when the door is closed, but will retract
as the door is opened to prevent its rubbing on the floor or carpet.
Batt /Blanket Insulation Flexible strips or rolls of pre formed
insulation, with or without a vapor barrier facing.
Loose -fill Insulation Loose -fill insulation loose -fill in by special
pneumatic equipment.
Bottom Expander The bottom horizontal portion of a door frame used for
adjusting its overall height to fit an existing door jamb. A bottom
expander usually includes some type of weatherstripping.
Building Permit An authorization issued by county, city or state
officia a flowing a specific type of construction at a particular
location.
Caulking A compound used to provide an airtight seal at the points of
contact between different types of building materials, thereby preventing
infiltration and heat loss.
Cellulose Insulation An i nsulation material treated with flame
retardant and made trom used newsprint, paperboard stack, or virgin wood
fiber.
Clock Setback Thermostat A device regulating the demand on the heating
or cooling system by automatically switching from one temperature or
control level to another.
Cold Weather Vinyl (Weatherstripping) Vinyl which is designed to remain
pliable under cold weather conditions.
Attachment 7, Page 49 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE-MS79-81BP
Energy Conservation Agreement
5/14/82
Conditioned Space The space within a building which is heated or cooled
by an active space heating system.
Coverage Label The label from a bag of loose-fill insulation describing
the size of area, depth, weight, and R -Value that the material will
provi de.
Crawl Space The space between the ground and the rest of the residence
in residences constructed without basements, or "slabs on grade."
Cross Ventilation Placement of vent openings so that air flows in one
vent, over the insulated space and out the other. Occurs naturally due
to wind or thermal convection.
Critical Radiant Flux A measure of the fire exposure behavior of
building and insulation materials. It is determined through a standard
ASTM test method and reported in watts per square centimeter.
Dehumidifier A mechanical device which removes moisture vapor from the
ai r.
Dormer A window set upright in a sloping roof; or, the roofed
projection in which this window is set.
Double Strength Glass Glass of higher physical strength, usually
1/8 inch in thickness.
Dry Rot A degradation of wood framing components caused by excessive
moi sture.
Finish Materials A building material such as sheet rock or wood
paneling exposed to the living space and used to contain or hide
construction components.
Flame Resistant Permanency The property of a material to withstand fire
or give protection from it. It is characterized by the ability to
continue to perform a given structural function.
Flame Spread Rating Used to indicate the rate at which flame will
spread across the surface of a given material. The higher the number,
the faster the flame spread.
Flashing Sheet metal strips installed to prevent leakage over windows,
doors, etc., around chimneys and other roof details.
Attachment 7, Page 50 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
Frost Line The maximum depth in the ground at which freezing will
typically occur in a given geographical area.
Furring Thin strips of board fastened to the wall to provide an air
space for insulation and support for wall materials (such as gypsum
board) to be installed over the insulation.
Gable Vents Vents located in the wall section of the attic at or near
the peak of roof.
Glazing Glass or other transparent material (such as vinyl) used in
windows and doors. Also, the act of fitting a window with glass or
similar material.
Ground Cover Vapor Barrier A polyethylene sheet or similar material
having low water vapor permeance overlaying the ground within a crawl
space.
Gypsum Board Rigid sheets of gypsum attached to the framing of a
building to provide a surface suitable for painting or other finishing.
(Note: Gypsum is a hydrated sulfate of calcium occurring naturally in
sedimentary rock.) Also referred to as sheetrock, dry wall, and
"gypboard".
Humidistat A device which measures the relative humidity present in the
air and controls the operation of a dehumidifier, similar to the way a
thermostat works to control temperature.
HVAC An abbreviation for heating, ventilating, and air conditioning.
Interlocking Metal Weatherstripping A two -piece unit comprised of a
metal strip and interlocking metal retainer which creates an interlocking
airtight seal when the door is closed.
Infiltration Uncontrolled inward air leakage through cracks or openings
in building elements, windows, and doors.
Insulated Door An exterior door containing some type of effective
insulation and designed specifically to reduce heat loss through
conduction.
Insulation A material which restricts heat transfer from a hot object
to a cold object.
Attachment 7, Page 51 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
er y Agreement
Jalousie -Type Glazing A window consisting of several slats of glass
(similar to venetian blinds) which open simultaneously by means of a
crank.
Joists Closely- spaced parallel beams supporting a floor or ceiling.
Knee Wall A short wall between an attic floor and sloping roof.
Knob and Tube Wiring A wiring method using knobs and tubes for the
support of simple insulated conductors, concealed in walls and ceilings.
Line Voltage Service potential normally provided by the Utility (i.e,
120, 240 and 480 volts).
Lite The glazed parts of a window, also called the window pane.
Loose Fill Insulation Insulation material (cellulose, mineral wool,
vermiculite) manufactured in a loose form which is usually loose-fill
or poured into place.
Low Voltage Less than 50 volts. Low voltage is frequently used in
control signaling circuits, and landscape lighting.
Mechanical Ventilator A fan or other motor driven unit used for
vents iati ng.
Multi-Glazing An arrangement of two or more layers of glass used to
reduce heat -Foss by providing one or more insulating air spaces between
them.
Meeting Rail The frame located on one edge of an openable glazed lite
or screen which forms the center rail of a window or door system.
Usually interlocks with a companion rail.
Mineral Fiber Thermal insulation material composed of mineral
substances such as slag, rock and glass.
Net Free Area The net area of unencumbered vent (i.e., the area without
screens or louvers) which provides free air access.
Passive Ventilation Natural ventilation (using no moving parts such as
'tans, etc.) caused temperature differences and convection.
Perimeter Insulation Insulation installed on the sidewalls of a crawl
space.
Attachment 7, Page 52 of 5b
Zero Interest Loan
Weatherization Program II
Contract No. DE-M S79 -81BP
Energy Conservation Agreement
5/14/82
Perlite A glassy volcanic rock which expands when heated. Processed
perlite is used as loose fill insulation material or bound into slabs.
Perm Rating The unit of measurement of permeance to water vapor. It is
equivalent to one grain of water vapor passing through a membrane one
square foot in area when the vapor pressure across the area is one inch
of mercury. The lower this number, the smaller the amount of water vapor
that can pass through the membrane.
Polyisocyanurate A closed cell polymer foam pale yellow in color,
containing refrigerant gases instead of air. Similar to polyurethane.
Polystyrene A closed cell polymer foam containing a mixture of air and
polymer gases. White or pale blue in color.
Polyurethane A closed cell polymer foam containing gases instead of air.
Poured Insulation Loose insulation installed by spreading over a
surtace.
Prehung A window or door unit manufactured with the frame already
fitted.
Pressure/Friction Channels Spring- or tension loaded channels in the
moving parts of a window. Allows window openings to be variable without
latches or other supports.
Prime Window The original window to which a storm window or
mul ti gl azi ng is added to provide greater thermal resistance.
Radon Radioactive gaseous element produced in the disintegration of
radium. Radon occurs naturally in soils in trace amounts.
R -Value Unit of resistance to heat flow, expressed as temperature
difference required to cause heat to flow through a unit area of a
building component or material at a rate of one heat unit per hour.
Recessed Fixture An electrical fixture (usually a light) mounted
recessed within a wall or ceiling.
Recess Soffit A ceiling soffit containing recessed fixtures. (See
soffit.)
Rock Wool Thermal insulation material composed of threads or filaments
of slag, produced by reprocessing the residual materials from metals
smelting.
Attachment 7, Page 53 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy 2 Conservation Agreement
Safety Glass Glass laminated with a plastic sheeting to prevent
shatteri ng.
Sashes The parts of a window, generally moveable, in which panes of
glass are set.
Sealed Insulating Glass A window unit with panes sealed together at the
factory. During the process the air between the panes is dried, so
condensation is prevented inside the unit. (Also known as multi-glazing.)
Sealer (wood) A paint, lacquer, varnish, or similar material applied to
exposed or fresh -cut wood to prevent degradation.
Single Strength Glass Standard 1/16 -inch thick panes of glass.
Set Back Periods The period during which time controlled thermostats
reduce the demand on a heating or cooling system, by changing the
set -point temperatures.
Slab on Grade Housing construction type having a concrete slab poured
directly on the ground. The foundation extends below the frost line, and
the slab forms the base for the building floor.
Soffit The area between the end of the roof overhang and the edge of
the residence or more generally, the underside of any architectural
feature, usually not structural.
Soffit Vent An attic vent located in the soffit under the eaves of the
roof overhang.
Storm Window A unit consisting of glazing installed in a window opening
either inside or outside a prime window, creating an insulating air space
to reduce heat flow.
Sweep A vertical, flat, flexible weatherstripping attached to the base
of a door.
Tempered Glass Glass that has been treated so that when broken it forms
many bead -like pieces with no jagged edges.
Thermal Break or Barrier A non metallic material positioned between
metallic components of windows to prevent a direct path of heat loss
through thermal conduction.
Thermostat A device for automatically controlling a heating or cooling
system through regulation of interior air temperature.
Thermal Conductance See U- Value.
Attachment 7, Page 54 of 56
Zero Interest Loan
Weatherization Program II
Contract No. UE- MS79 -81LP
Energy Conservation Agreement
5/14/82
Threshold A piece of wood, stone, metal, etc., placed on the doorsill,
or part stepped over when passing through the door.
Unconditioned Space Space within a building which is not heated or
cooled by an active system; or, the outside.
U -Value Measurement of the thermal conductive capacity of a material.
It is the reciprocal of the R- Value. The amount of heat flow in Btu's
per hour per square foot per degree fahrenheit temperature difference on
either side of a body.
Vapor Barrier A film, laminated duplex paper, aluminum foil, paint
coating or other material which restricts the movement of water vapor
from an area of high vapor pressure to one of lower pressure. Material
with a perm rating of 1.0 or less is normally considered as vapor barrier.
Ventilation Baffling_ Rigid material installed at ventilation points or
recessed fixtures in the attic to keep loose insulating materials from
blocking or sloughing into the area.
Vermiculite An expanded mineral insulation consisting of a mica -like
substance which expands when heated. The resulting granules are
generally used as loose -fill insulation.
Water Pipe Heaters Electric resistance wire encased in plastic which
can be wrapped around water pipes in unconditioned spaces to prevent
freezing.
Wind Loads The pressure exerted on windows and other large areas from
the force of the wind.
Weatherstripping Material such as vinyl, foam, or metal strips
installed to prevent air infiltration through cracks around moveable
portions of windows and doors.
Whole House Plenum An enclosed (non ventilated) and insulated crawl
space used as a return or supply duct for a forced air heating /cooling
system.
100. TABLE OF CONTENTS
Section
101
102
103
104
105
106
107
101. SCOPE
102. DEFINITIONS
Bonneville
Util i ty
103. GENERAL PROVISIONS
BONNEVILLE /UTILITY
SPECIFICATION
Title
SCOPE
DEFINITIONS
GENERAL PROVISIONS
REFERENCED SPECIFICATIONS
SPECIFIC REQUIREMENTS
INSTALLATION INSTRUCTIONS
PACKAGING REQUIREMENTS
Attachment 7, Page 55 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
This specification covers the technical requirements for
anti infiltration gaskets suitable for use on a variety of
different types of wall receptacles. These gaskets shall be
fabricated of resilient foam material with holes prepunched in
locations corresponding to the standard dimensions of electrical
switches and outlets.
Bonneville Power Administration
An electric utility which sells electric power to
consumers in the region and which has executed an
Energy Conservation Agreement with Bonneville and is
participating in the Home Energy Efficiency Program
covered by that agreement.
A. The gaskets supplied shall be of new materials, complete and
suitable for the purpose specified.
Page
1
1
1
2
2
2
2
Attachment 7, Page 56 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
B. The gaskets supplied shall be used to form a tight seal between
wall electrical boxes and their covers so as to reduce air
infiltration through those openings.
104. REFERENCED SPECIFICATIONS
TESTS FOR FLAMMABILITY OF PLASTIC MATERIALS UL 94
105. SPECIFIC REQUIREMENTS
A. The gaskets supplied shall be fabricated of foam sheet material
with closed cells on at least one face. The gaskets or the
material from which they are fabricated shall be tested for
fire retardancy and Underwriters Laboratories Listed.
B. Gaskets shall be supplied which are precut and fully compatible
with at least the following electrical device types:
(1) single switch; and (2) single receptacle.
C. Quantities of each type to be furnished will be specified in
the bid schedule.
106. INSTALLATION INSTRUCTIONS
A. The vendor shall furnish instruction materials in bulk
quantities specified in the bid schedule. Instructions should
include promotional data explaining potential savings possible
from gasket installation and safety precautions regarding
de- energizing circuits prior to installation. Instructions
shall also include information on the methods to be used to
fabricate other cover configurations such as double switch,
double receptacle, etc.
107. PACKAGING REQUIREMENTS
A. Gaskets shall be furnished in cartons, separated by type so
that individual home needs can be conveniently withdrawn by
utility personnel.
(WP -PC I -1213c
I
(WP- PCI- 1213c)
Reimbursement
Attachment 8, Page 1 of 1
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -b1BP
Energy Conservation Agreement
5/14/82
1. Utility Administrative Costs. Bonneville shall pay the
Utility $160 tor the l f I i ty's costs incurred in administering
the provisions of this Program Exhibit, exclusive of
advertising and Energy Analyst and Inspector training costs,
upon the Utility's certification that any of the Measures 1,
2, or 3 of section B of Attachment 1 or either of Measures 1
or 2 of section C of Attachment 1 have been installed in a
Residence pursuant to Attachment 1 and meet or exceed the
specifications in Attachment 7 (Completed Job). Only one
administrative cost payment shall be made for each Residence
under this Program.
2. Advertising. Bonneville shall pay the Utility for advertising
costs incurred in the Program up to $10.00 per Completed Job.
Bonneville shall pay only for Program- specific advertising
under this Program.
3. Training. Bonneville shall pay the Utility, in accordance
with the Training section of the Energy Conservation
Agreement, the actual training costs, not to exceed $100 per
day and not to exceed a total of $1000, for each Energy
Analyst or Inspector trained in accordance with Attachment 4,
upon certification to Bonneville that the Energy Analyst or
Inspector has, successfully completed the appropriate
examination specified in Attachment 4. Bonneville shall pay
no more than $1000 for the training costs of any Energy
Analyst or Inspector who receives training pursuant to the
provisions of this Program.
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Default Procedures
Attachment 9, Page 2 of 4
Zero Interest Loan
Weatherization Program II
Contract No. DE-MS79-81BP
Energy Conservation Agreement
5/14/82
Defaults occurring during the reporting period must be documented in an
attached memorandum. (The default memorandum must include data of default;
Homeowner's name, address, and account number; amount of default; description
of Measures financed with the Loan; reason for nonpayment; and Utility action
taken to collect.)
A detailed list of the Residences and copies of all supporting payment ano
related documents for each job comprising this bill are maintained at
Bonneville's accounting offices.
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Weathertzation Program 11
Contract No. DE- 1179 -81tP
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Attachment 10, Page 1 of 1
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81 bP
Energy Conservation Agreement
5/14/82
Bonneville Supplied Forms
BPA Form 1418 -F, Schedules Al, Ai -A, and Al -B
BPA Form 1418 -G, (Cost Effectiveness Calculation)
Installer's Agreement for the Zero Interest Loan Weatherization Program
Weatherization Loan and Limited Warranty Agreement
Mortgage Agreement
Notice of Rescission
t
Exhibit FA
Con trac tllo. DE -11 S7 9 -bl bP 6 10411
Energy Conservation Agreement
5/14/82
Street and Area Lighting Efficiency Improvement Program I I
Index to Sections
Section Page
1 Program Overview 1
2. Definitions. 1
3. Attachments 1
4. Availability 1
5. Program Procedures 2
6. Payment Procedures. 2
7. Program Records 3
8. Program Reports. 3
9. Program Audits 3
10. Di sposal. 4
Attachment 1 (Reimbursable Conversions and Retrofits and
Payment Levels) 1
Attachment 2 (Schedule A -4) 1
Attachment 3 (Annual Energy Savings) 1
5.4-8
Exhibit Page 1 of 4
Street and Area Lighting
Efficiency Improvement Program II
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
1. Program Overview. Bonneville shall pay the Utility for Conversion or
Retrofit of certain existing Street and Area Lighting, throughout the area
within the Region which is served by the Utility, in accordance with the
terms of this Exhibit.
2. Definitions.
(a) "Area Lighting" means all outside Luminaires, other than Street
Lighting, owned by an Electric Utility or governmental jurisdiction.
(b) "Conversion" means the permanent replacement of a Luminaire and the
replacement of the Lamp.
(c) "Lamp" means the light source of a Luminaire.
(d) "Luminaire" means a lighting unit exclusive of the Lamp.
(e) "Retrofit" means the permanent replacement of a portion of the
constituent parts of a Luminaire and the replacement of the Lamp.
(f) "Street Lighting" means all outside Luminaires, owned by an Electric
Utility or governmental jurisdiction, which serve any privately or
publicly travelled pedestrian or vehicular thoroughfare.
3. Attachments. Attachment 1 (Reimbursable Conversions and Retrofits and
Payment Levels), Attachment 2 (Schedule A -4), and Attachment 3 (Annual
Energy Savings), are hereby made a part of this Exhibit.
4 Availability. The Program is available for Street and Area Lighting which
was installed prior to September 15, 1981, and which can be Converted to
lower wattage high pressure sodium (HPS), low- pressure sodium (LPS), or
metal halide (MH) vapor Luminaires or which can be Retrofitted to
accommodate lower wattage HPS, LPS, or MH vapor Lamps. The utility agrees
that, subsequent to the Effective Date, it shall not install within the
Region Street and Area Lighting which qualifies for Conversion or Retrofit
under this Program. Reimbursable Conversions or Retrofits shall include
any Conversion or Retrofit to lower wattage HPS, LPS, or MH vapor
Luminaires or Lamps specified in Attachment 1 which was accomplished on or
after December 5, 1980.
Exhibit Page 2 of 4
Street aliZ Area Lighting
Efficiency Improvement Program II
Contract No. UE-4 S79 -81bP
Energy Conservation Agreement
5/14/82
5. Program Procedures. To be eligible for payment, the Utility shall comply
with the following procedures:
(a) the Utility shall provide to Bonneville, within 3U days of the
Effective Date, an estimate of the types and quantities of
Luminaires, identified by wattage or lumen rating, in the Utility's
service area; the quantity of each type to be either Converted or
Retrofitted; and a projected schedule for such Conversions and
Retrofits. If this information has been submitted under a previously
executed Street and Area Lighting Efficiency Improvement Program, the
Utility need not resubmit the information in accordance with this
subsection;
(b) the Utility shall establish material and installation specifications
for Conversions and Retrofits;
(c) the Utility shall inspect each Conversion and Retrofit and document
that the materials and installation meet or exceed the specifications
established pursuant to subsection (b) above; and
(d) the Utility agrees to inform local lighting jurisdictions, in its
service area within the Region of the Utility's participation in this
Program.
6. Payment Procedures.
(a) Payments shall be made in accordance with the method, terms, and
procedures specified in the applicable Table of Exhibit b of the
Energy Conservation Agreement.
(b) The level of payment for each Conversion shall be the lesser of
(1) the sum of: (i) the fixed installation cost specified in
Attachment 1 for such Conversion, (ii) the actual cost of the
Luminaire, and (iii) the actual cost of the Lamp; or (2) the maximum
reimbursement level specified in Attachment 1 for such Conversion.
(c) The level of payment for each Retrofit shall be the lesser of (1) the
sum of: (i) the fixed installation cost specified in Attachment 1
for such Retrofit, and (ii) the actual material costs; or (2) the
maximum reimbursement level specified in Attachment 1 for such
Retrofit.
(d) If a Conversion or Retrofit meets the qualifications specified in
Footnote 1 to Attachment 1, a Conservation incentive of $5 shall be
added to the fixed installation costs. This $5 will be in addition
to the maximum reimbursement level.
Exhibit Page 3 of 4
Street am Area Lighting
Efficiency Improvement Program II
Contract No. UE41S79 -bl bP
Energy Conservation Agreement
5/14/82
(e) If a governmental jurisdiction other than the Utility incurs all or a
portion of the costs of a Conversion or Retrofit, the Utility shall
reimburse such governmental jurisdiction from the funds the Utility
receives from Bonneville as follows:
(1) if such governmental jurisdiction performs the installation it
shall be reimbursed an amount, not to exceed the fixed
installation cost specified in Attachment 1, which reflects the
percent of the total installation costs incurred by such
governmental jurisdiction.
(2) if a governmental jurisdiction purchases materials it shall be
reimbursed for the actual cost of such materials, not to exceed
the maximum materials repayment specified in Attachment 1.
7. Program Records. The Utility shall maintain a record of the following
1 nrormation:
(a) the number and type of Conversions or ketrofits;
(b) the date and location of each Conversion or Retrofit;
(c) the date of inspection of each Conversion or Retrofit;
(d) supporting documents and records necessary for verification of costs
reimbursed by Bonneville;
(e) material and installation specifications for Conversions and
Retrofits; and
(f) supporting documents and records necessary to verify that the
requirements of section 10 below have been satisfied.
8. Program Reports. The Utility shall include a completed Attachment 2 with
the Monthly Financial Summary provided in accordance with the Program
Reports section of the Energy Conservation Agreement unless otherwise
agreed by the parties.
9. Program Audits. Bonneville, at its expense, may:
(a) audit and examine Program records and accounts maintained by the
Utility pursuant to section 7 above and the Program Records section
of the Energy Conservation Agreement;
(b) request copies of such records or accounts for audit purposes;
Exhibit Page 4 of 4
Street and Area Lighting
Efficiency Improvement Program II
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
(c) conduct random inspections of Conversions and Retrofits made under
this Program. All such inspections shall be arranged in advance with
the Utility. Should any Conversion or Retrofit be unavailable for
inspection, an alternative Conversion or Retrofit shall be selectea
by Bonneville; and
(d) review Utility procedures employed in accomplishing the provisions of
this Program.
10. Disposal. The Utility shall render materials removed during Conversion or
Retrofit inoperable, so as not to contravene the purposes of this Program.
(WP- PCI -1146c
Fixed Maximum Maximum
Conversions or Retrofits (1) (3) Installation Materials Reimbursement
From To Cost Reoavment Level
Mercury Vapor
1,000 Watt 400 Watt or lower HPS $100 $2UU $300
400 Watt or lower MH $100 $200 $300
180 Watt or lower LPS $100 $200 $300
700 Watt 400 Watt or lower HPS $100 $200 3300
250 Watt or lower MH $100 $2UU $300
180 Watt or lower LPS $100 $20U $300
400 Watt 200 Watt or lower HPS $100 $200 $300
250 Watt or lower MH $100 $100 $200
135 Watt or lower LPS $100 $200 $300
250 Watt 150 Watt or lower HPS $90 $110 $200
90 Watt or lower LPS $90 $110 $200
175 Watt 100 Watt or lower HPS $90 $110 $200
55 Watt or lower LPS $90 $110 $2UU
100 Watt 70 Watt HPS $90 4U $130
Lower than 70 Watt HPS (2) (2) (2)
Fluorescent
Attachment 1, Page 1 of 2
Street and Area Lighting
Efficiency Improvement Program II
Contract No. 0E- MS79 -810P
Energy Conservation Agreement
5/14/82
Reimbursable Conversions and Retrofits and Payment Levels
660 Watt 400 Watt or lower HPS $100 $2UU $300
400 Watt or lower MH $1 UU $200 $300
180 Watt or lower LPS $100 $200 $300
400 Watt 200 Watt or lower HPS $100 $200 $30U
180 Watt or lower LPS $100 $2UU $300
192 Watt 150 Watt or lower HPS 90 $110 $200
135 Watt or lower LPS 90 $110 $200
(1) Conversions or Retrofits to a wattage lower than the wattage specifically indicated
for such Conversion or Retrofit shall receive $5 per Conversion or Retrofit as a
Conservation incentive. This amount shall be in addition to the maximum
reimbursement level and shall be added to the fixed installation cost.
(2) Reimbursement for Conversions to a wattage lower than 7U Watt HPS shall be determined
by BPA upon application.
(3) Conversions or Retrofits which are not listed specifically on Attachment 1 may be
eligible for payment under this Program. In making such determination Bonneville
shall decide on a case -by -case basis taking lumen level and energy saving equivalents
into account. Utilities shall receive prior approval for such Conversion or ketrofit
from Bonneville before proceeding with such Conversions or Retrofits.
Incandescent
15,000 Lumen: 175 Watt or lower MH 90 $110 $200
(860 Watt) 150 Watt or lower HPS 90 $110 $200
(715 Watt) 90 Watt or lower LPS 9U $110 420U
10,000 Lumen: 100 Watt or lower HPS 90 $110 $[UU
(690 Watt) 90 Watt or lower LPS 9U 3110 $200
(620 Watt) 175 Watt or lower MH 9U $110 $200
6,000 Lumen: 70 Watt or lower HPS 90 $110 $200
(448 Watt) 55 Watt or lower LPS 9U $110 $200
(405 Watt)
4,000 Lumen: 70 Watt or lower HPS 9U $110 $200
(327 Watt) 55 Watt or lower LPS 90 $110 $200
(295 Watt)
2,500 Lumen: 7U Watt or lower HPS 90 $110 $200
(202 Watt)
(189 Watt)
Reimbursable Conversions and Retrofits and Payment Levels
Fixed Maximum Maximum
Conversions or Retrofits (1) Installation Materials Reimbursement
From To Cost Repayment Level
(1) Conversions or Retrofits to a wattage lower than the wattage specifically
indicated for such Conversion or Retrofit shall receive an additional $5 per
Conversion or Retrofit as a conservation incentive. This amount shall be in addition
to the maximum reimbursement level and shall be added to the fixed installation cost.
(WP- PCI -1146c
Attachment 1, Page 2 of 2
Street and Area Lighting
Efficiency Improvement Program II
Contract No. DE- MS79 -810P
Energy Conservation Agreement
5/14/82
Lc STREET AND AREA LIGHTING EFFICIENCY /MPRpVEMEV 1 4/b Conservation Agreement
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Annual Energy Savings
Attachment 3, Page 1 of 2
Street and Area Lighting
Efficiency Improvement Program II
Contract No. DE- MS79 -816P
Ene Conservation Agreement
Expected Annual Energy
Conversions or Retrofits Lifetime Savings per Conversions
From To (vears) or Retrofit (kWh)*
Mercury Vapor
1,000 Watt 400 Watt HPS 20 2,870
400 Watt MH 20 2,87U
180 Watt LPS 20 3,650
700 Watt 400 Watt HPS 20 1,370
310 Watt HPS 2U 1,810
250 Watt MH 20 1,960
180 Watt LPS 20 2,140
400 Watt 200 Watt HPS 20 880
250 Watt MH 20 56U
135 Watt LPS 20 9b0
250 Watt 150 Watt HPS 2U 450
100 Watt HPS 20 620
70 Watt HPS 20 79U
90 Watt LPS 20 540
175 Watt 100 Watt HPS 20 290
70 Watt HPS 20 460
55 Watt LPS 20 450
100 Watt 70 Watt HPS 20 1 UU
Fl uore scent
660 Watt 400 Watt MH 20 1,32U
400 Watt HPS 20 1,320
180 Watt LPS 20 2,090
400 Watt 200 Watt HPS 20 970
180 Watt LPS 2U 830
192 Watt 150 Watt HPS 20 25U
135 Watt LPS 20 9U
Computation was based on 4,200 hours burning time per year and line
wattage for mercury vapor, HPS, and MH. Median circuit wattage over the
lifetime of the Luminaire was used to calculate savings for LPS.
Incandescent
Annual Energy Savings
Attachment 3, Page 2 of 2
Street and Area Lighting
Efficiency Improvement Program II
Contract No. DE-MS79-81BP
Energy Conservation Agreement
5/14/82
Expected Annual Energy
Conversions or Retrofit Lifetime Savings per Conversions
From To (nears) or Retrofit (kWh)*
860W 715W
15,000 Lumen 150 Watt HPS 20 2,870 2,380
(860 Watt) 175 Watt MH 20 2,700 2,090
(715 Watt) 90 Watt LPS 20 2,960 2,350
690W 62UW
10,000 Lumen 100 Watt HPS 20 2,320 2,030
(690 Watt) 175 Watt MH 20 1,99U 1,700
(620 Watt) 90 Watt LPS 20 2,250 1,9b0
448W 4U 5W
6,000 Lumen 70 Watt hPS 20 1 ,480 1,300
(448 Watt) 55 Watt LPS 20 1,470 1,290
(405 Watt)
327W 295W
4,000 Lumen 70 Watt hPS 20 970 840
(327 Watt) 55 Watt LPS 20 960 830
(295 Watt)
202W 189W
2,500 Lumen 70 Watt HPS 20 440 390
(202 Watt)
(189 Watt)
102W 89W
1,000 Lumen 70 Watt HPS 20 26 -28)
(102 Watt)
89 Watt)
Computation was based on 4,200 hours burning time per year and line
wattage for mercury vapor, HPS, and MH. Median circuit wattage over the
lifetime of the Luminaire was used to calculate savings for LPS.
(WP- PCI- 1146c)
r
AMENDATORY ENERGY CONSERVATION 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
5/14/82
.e: ion Pdye
1 3
2, Tern of Agreement S
Amendment of Original Agreement 5
4. Entire Agreement 5
5. ksfaendment of Agreement 5
6. Exhibits. 6
Programs 6
8. Publicity and Advertising 7
9. Training 8
1 0. Arrangements with Consumers.... 9
11. Limitation on Program FUCKS s 9
12. Payment 1U
5.48
Contract No. DE•-Ms79 -2s1bP 9og
S
Section Page
13. Consideration 11
14. Program Records 13
15. Program Reports 14
16. Program Audits. 14
17. Indemnity 15
18. Disclaimer of Liability 15
19. Compliance With Law 15
20. Notices and Other Communications. 15
21. Termination 1
22. Nature and Effect of Agreement lb
23. Assignment of Agreement 17
24. Governing Law. 18
Exhibit A (Conservation Program Offerings) 6
Exhibit B (Payment Methods) 6
Exhibit C (Retroactive Reimbursement) 6
Exhibit D (Provisions Required by Statute or executive Order) 6
Exhibit E (Form BPA- 1418 -F, Monthly Financial Summary) 6
2
4 2
This AMENDATORY AGREEMENT, executed deettlegia 3 1982, by the
UNITED STATES OF AMERICA, Department of Energy, acting by and through the
BONNEVILLE POWER ADMINISTRATION (Bonneville), and the CITY OF PORT ANGELES
(Utility) a municipal corporation of the
State of Washington
WITNESSETH:
WHEREAS Bonneville is required by the Pacific Northwest Llectric Power
Planning and Conservation Act, P.L. 96 -501 (Act), to acquire resources through
cost- effective conservation and to implement cost effective conservation
measures; and
WHEREAS Bonneville is obligated by such Act to make maximum practicable
use of its customers in implementing conservation measures or acquiring
resources which require direct arrangements with consumers; and
WHEREAS, Bonneville has offered a Short -Term Energy Conservation kyreement
dated July 10, 1981, (Original Agreement) to acquire such resources and
implement such measures; and
WHEREAS the parties intend to jointly implement measures to achieve
reductions in electric power consumption as a result of increased efficiency
of energy use;
NOW, THEREFORE, the parties hereto mutually agree as follows:
1. Definitions.
(a) "Act" means the Pacific Northwest Electric Power Planning and
Conservation Act, P. L.. 96 -501.
(b) "Conservation" means any reduction in electric power consumption as a
result of increases in the efficiency of energy use by a Consumer.
(c) "Consumer" means any end user of electric power in the 'eyion.
3
i
(d) "Electric Utility" means a utility selling electric power to
Consumers in the Region or a Federal agency customer of Bonneville.
(e) "Energy Analysis" means an analysis based upon an on -site inspection
to estimate potential electric energy savings from Measures and the cost of
achieving such savings.
(f) "Heat Transfer Methodology" means a procedure used to compute heat
loss or heat gain.
(g) "Installer" means an individual, partnership, corporation or other
entity, other than the Utility, which installs Measures covered by this
Agreement on behalf of the Consumer.
(h) "Measure" means an activity accomplished pursuant to this Agreement.
(1) "Original Agreement" means the Short -Term Energy Conservation
Agreement dated July 10, 1981.
(j) "Program" means one or any combination of the Conservation programs
listed in Exhibit A attached to this Agreement.
(k) "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 75 air miles from the area referred to in
(1), which are a part of the service area of a rural electric cooperative
customer served by the Administrator of Bonneville on the effective date of
the Act which has a distribution system from which it serves both within and
without such region.
(1) "Residential Weatherization Pilot" means the pilot program offered by
Bonneville and selected by certain Electric Utilities in 198U.
4
2. Term of Agreement. This Agreement becomes effective on the date of
execution by the Utility and shall continue in effect until the earlier of
September 30, 1983, or 60 days after the date Bonneville offers a subsequent
energy conservation agreement or agreements in which each of the Programs
listed in Exhibit A which continue to be offered regi onwi de are offered to all
Electric Utilities, unless terminated earlier as provided herein.
All obligations made pursuant to this Agreement, including all
obligations to Consumers, shall be preserved until satisfied.
3. Amendment of Original Agreement. The Original Agreement, if executed
by the Utility, is hereby amended and replaced in its entirety by this
Agreement as of the effective date of this Agreement, except that pursuant to
Section 2 of the Original Agreement all obligations arising therefrom shall be
preserved until satisfied.
4. Entire Agreement. This Agreement sets forth the entire agreement of
the parties and supersedes any and all prior agreements with respect to the
subject matter of this Agreement. The rights and obligations of the parties
hereunder shall be subject to and governed by this Agreement, including the
Exhibits attached hereto. The headings used in this Agreement and in the
Exhibits are for convenient reference only and shall not affect the
interpretation of this Agreement.
5. Amendment of Agreement.
(a) Except as provided in subsections (b) and (c) below, the provisions
of this Agreement may be amended only by mutual written agreement of the
parties and only if the amendment is offered to all Electric Utilities.
(b) Bonneville may amend Exhibit A to reflect the listing of new,
revised, or terminated Programs.
5
'1 1
(c) If Bonneville determines that any Program presents a health or safety
threat to Consumers, Bonneville shall notify all Electric Utilities
participating in such Program of the health or safety threat and provide all
Electric Utilities participating in such Program with a proposed amendment to
remove the health or safety threat. The proposed amendment shall contain such
revised specifications, payment or reimbursement procedures, or other terms as
are appropriate. All Electric Utilities participating in such Program shall
have 30 days within which to comment on the proposed amendment. Upon the
expiration of such 30-day period, Bonneville shall consider the comments and
revise the proposed amendment if appropriate. The amendment shall then become
effective on the date specified therein.
6. Exhibits. Exhibit A (Conservation Program Offerings), Exhibit b
(Payment Methods), Exhibit C (Retroactive Reimbursement), Exhibit U
(Provisions Required by Statute or Executive Order), and Exhibit E
(Form BPA- 1418 -F, Monthly Financial Summary) are hereby made a part of this
Agreement.
7. Programs.
(a) The attached Exhibit A lists all Programs offered by Bonneville under
thi s Agreement.
(b) Bonneville warrants that each of the Programs has been offered to all
Electric Utilities.
(c) Any Electric Utility may later participate in any Proyraru by
executing such Program Exhibit. Participation shall be in such Program as
amended.
(d) Each Program selected by the Utility is attached and incorporated
herein as an Exhibit, effective upon the date of its execution-
6
(e) Bonneville may at any time develop Programs in addition to those
listed in Exhibit A by (1) distributing a description of the proposed new
Program to all Electric Utilities for their review and comment;
(2) participating in mutual good faith negotiations with all tlectric
Utilities regarding such proposal; and (3) considering all comments on the
proposal. Upon completing this process, Bonneville may offer the new Program,
provided it is offered to all Electric Utilities.
(f) If the Utility supplies firm power for resale to a second Llectric
Utility that has not entered into an Energy Conservation Agreement with
Bonneville, the Utility may, with the consent of such second Electric Utility,
offer any of the Programs to Consumers of such second Electric Utility. The
terms and conditions of such arrangement shall be determined by the Utility
and the second Electric Utility and shall be consistent with the terms and
conditions of this Agreement.
8. Publicity and Advertising.
(a) Bonneville may inform the general public within the Region of the
existence of the Programs encompassed by this Agreement by such means as press
releases, speeches, public service announcements, or the like. When
applicable, such information shall indicate that the availability of Programs
may vary from area to area. To the extent that any such information indicates
that the Utility is participating in a Program, Bonneville, prior to its
distribution, shall advise the Utility and shall confirm that the Utility is
prepared to implement the Program.
(b) In carrying out activities authorized under (a) above, Bonneville
shall not:
(1) directly solicit the Utility's Gonsumers for participation in a
Program; or
7
(2) mail informational materials to the Utility's Consumers
regarding a Program.
(c) Bonneville may, at its expense and upon request of the Utility, make
available to the Utility informational materials regarding the Programs.
(d) Local advertising regarding the Programs available pursuant to this
Agreement and all direct distribution of materials to the Utility's Consumers
shall be the responsibility of the Utility. The Utility shall advertise or
publicize each Program to the extent necessary to stimulate Consumer interest.
(e) The Utility shall not include in any Program advertising or publicity
representations concerning (1) warranties; or (2) the terms of financing which
are offered to Consumers by Bonneville through the Utility, without
Bonneville's prior approval. Any such representations shall be sent to
Bonneville for review and shall be deemed approved unless objected to in
writing within 15 days after receipt.
(f) Bonneville shall reimburse the Utility for its costs of publicizing
and advertising Programs to the extent specified in each Program.
9. Training.
(a) The Utility shall be responsible for training and qualifying Energy
Analysts and Inspectors in accordance with procedures, standards, and
certification requirements as specified in each Program.
(b) Bonneville shall pay the Utility or the Utility's designee the actual
amount of the cost of such training, not to exceed the amount specified in
each attached Program Exhibit, for each Energy Analyst or Inspector who
sucessfully completes any examination which contains the elements specified in
such Program Exhibit. Bonneville shall not pay for training any Energy
Analyst or Inspector who has, prior to the effective date of such Program
Exhibit, successfully completed any examination substantially similar to an
8
examination specified in any such Program Exhibit. Bonneville shall not pay
for any Energy Analyst's or Inspector's salary, travel, meals, or lodging
during training.
10. Arrangements with Consumers. The Utility shall not unreasonably
discriminate among its Consumers in implementing Programs.
11. Limitation on Program Funds.
(a) Within 30 days after acceptance of the offer of any Program, the
Utility shall submit to Bonneville (1) a request for reimbursement pursuant to
Exhibit C; and (2) a budget for Measures to be accomplished pursuant to the
Program. Contingent upon the availability of Program funds, Bonneville shall
either approve the Utility's budget in whole or in part or inform the Utility
that no funds are currently available. Except as provided in subsection (b)
below, the request for retroactive reimbursement as approved shall establish
the amount Bonneville is bound to pay pursuant to Exhibit C, and the budget as
approved shall establish the total amounts which Bonneville shall reserve for
payment to the Utility, unless otherwise agreed by the parties. In all other
respects the budget shall be estimated and nonbinding upon both parties. The
budget shall separately estimate any reimbursable administrative costs. The
budgets approved in accordance with this subsection shall extend through the
term of this Agreement.
(b) Bonneville shall notify the Utility upon determining that the amount
of funds available for any Program may be exhausted before the normal
termination of such Program. Such notice shall be given no later than 9U days
before the date of projected exhaustion of funds. Bonneville shall use its
best efforts to obtain further funds to cover all Program expenses, including
seeking special Congressional approval.
(c) Within the total amounts established in 11(a)(2) above, Bonneville
shall pay for Measures (1) that are scheduled or completed prior to the date
of such notice; or (2) that are completed pursuant to an Energy Analysis that
9
was scheduled prior to the date of such notice and performed either prior to
the date of such notice or within 6U days of such notice.
12. Payment.
(a) Amounts. Subject to the availability of funds as provided in
section 11, Bonneville shall pay the Utility: (1) for measures accomplished
under a Utility program on or after December 5, 1980, and prior to the
effective date of the applicable Program Exhibit, or within another
retroactive reimbursement period specified in such Program Exhibit for
measures accomplished after the effective date of the Program the amount
determined in accordance with Exhibit C; and (2) for Measures accomplished on
or after the effective date of the applicable Program Exhibit, the amount
determined pursuant to such Program Exhibit.
(b) Methods of Payment.
(1) For Utility measures accomplished on or after beceraber 5, 1988,
and prior to the effective date of a Program Exhibit, the method of
payment available to the Utility is set forth in Exhibit C.
(2) For Measures accomplished on or after the effective date of a
Program Exhibit, the methods of payment available to the Utility are set
forth in Exhibit B. Unless the Utility selects the Letter of credit
payment method, Exhibit B, Table 2, which requires that if the Letter of
Credit method is used all Utility Programs be funded by the Letter of
Credit method, the Utility shall select one of the payment methods in
Exhibit B for each Program in which the Utility participates. The Utility
may change the payment method for any Program by providing a written
request to Bonneville. The change of payment method shall be effective
the first reporting period following Bonneville's notice to the Utility
that the payment method has been changed as requested. Whenever possible,
10
Bonneville shall provide such notice within 30 days of receipt of the
Utility's request.
(3) If the Utility is not a firm requirements power sales customer
of Bonneville on the effective date of this Agreement, it may elect to
delay the receipt of payments allowed under subsection (a) above until it
executes a firm requirements power sales contract with Bonneville,
providing that such execution occurs prior to the termination of this
Agreement. Election is made by submitting written notice at the time of
execution of this Agreement. If the Utility makes such election but does
not execute a firm requirements power sales contract with Bonneville prior
to the termination of this Agreement, Bonneville shall not make any
payments to the Utility and the Utility shall have no responsibility to
Bonneville under section 13(a).
13. Consideration. In consideration for Bonneville's payments to the
Utility pursuant to the terms and conditions of this Agreement, the Utility
agrees to the following:
(a) If the Utility is not a party to a firm requirements power sales
contract with Bonneville on the effective date of this Agreement and has not
executed such a contract prior to the termination of this Agreement, for each
Measure paid for by Bonneville, the Utility shall provide to Bonneville an
amount of energy equivalent to one year's Conservation resulting from such
Measure, such amount to be specified in a separate attachment to each Program
Exhibit. Scheduling of such energy shall be according to subsection (b)
below. The Utility shall also return Bonneville's payments to the Utility to
the extent provided by the following formula:
i
R (BPA payments to the Utility) x �nL
m
11
where:
R reimbursement to Bonneville
L useful life of Measure, not to exceed 20 years.
Reimbursement shall be accomplished by a lump -sum payment within three
months of the termination of this Agreement, or, at the Utility's
discretion, in no more than 12 consecutive equal monthly installments
commencing within 30 days following the termination of this Agreement. If
reimbursement is accomplished by installments, a rate of interest
equivalent to Bonneville's average Treasury borrowing interest rate for
the period of time between the effective date of this Agreement and the
termination of this Agreement shall be applied to the outstanding
balance. If the Utility, after initiating such installment payments,
executes a firm requirements power sales contract with Bonneville, the
Utility shall from the date of such execution no longer be obligated to
make any further installment payments to Bonneville under this subsection,
and Bonneville shall forgive all remaining installment payments due after
the date of such execution.
(b) Energy to be provided to Bonneville pursuant to subsection (a)
above shall be delivered as mutually agreeable between September 30, 1983,
and April 15, 1984.
(c) If the Utility is a firm requirements power sales customer of
Bonneville on the effective date of this Agreement, or becomes such a
customer during the term of this Agreement, and if the Utility ceases to
be such a customer during the useful life of any Measure accomplished
pursuant to this
12
Agreement, the Utility shall return Bonneville's payments to the Utility
to the extent provided by the following formula:
where:
R (BPA payments to the Utility)x L- Y
m
R reimbursement to Bonneville
L useful life of Measure, not to exceed 20 years
Y number of years expended in useful life of the Measure
Reimbursement shall be made in a lump sum payment within three months of
termination of the firm requirements power sales contract, or, at the
Utility's discretion, in no more than 12 consecutive equal monthly
installments commencing within 30 days following the termination of the
firm requirements power sales contract. If reimbursement is accomplished
by installments, 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 Utility and the
date of the last payment made to the Utility for which reimbursement to
Bonneville is being made pursuant to this section. If the Utility, after
initiating such installment payments, executes a firm requirements power
sales contract with Bonneville, the Utility shall, from the date of such
execution, no longer be obligated to make any further installment payments
to Bonneville under this subsection, and Bonneville shall forgive all
remaining installment payments due after the date of such execution.
14. Program Records.
(a) Records maintained by the Utility for each Program in which the
Utility is participating shall contain the information specified in each
13
such Program Exhibit. Unless otherwise specified in a Program Exhibit,
the records shall be maintained by the Utility in a form determined solely
by the Utility, so long as the requirements of subsection (b) below are
met. The Utility shall keep all records required by each Program Exhibit
for 3 years after termination of each such Program Exhibit, unless
otherwise specified in such Program Exhibit. Further, the Utility shall
provide 90 days written notice to Bonneville prior to destruction of any
such records.
(b) Program records shall be established and maintained in accordance
with generally accepted accounting principles consistently applied, and in
conformance with applicable laws and Federal regulations, including the
provisions of the Privacy Act of 1974. A summary of the system of records
developed by Bonneville to comply with the Privacy Act shall be supplied
by Bonneville.
15. Program Reports. The Utility shall submit to the appropriate
Bonneville official no later than the 10th calendar day of each month a
completed Exhibit E and the appropriate Program schedules, unless
otherwise agreed by the parties.
16. Program Audits. Bonneville nay, upon reasonable notice, conduct
such audits, examinations, or inspections of the Utility's Program
records, as specified in section 14 of this Agreement and in the Program
Exhibits, and the Utility's procedures under the terns of this Agreement
as it deems appropriate. The number, timing, and extent of such audits
will be at the discretion of Bonneville, may be conducted by Bonneville
staff or its designee, and shall be in accordance with audit standards
established by the Comptroller General of the United States.
14
17. Indemnity. Each party to this Agreement shall indemnify and hold
harmless the other party and its respective officers, agents and employees
from and against all claims, damages, losses and expenses, including, but
not limited to, reasonable attorney's fees, arising from the negligent or
other tortious acts or omissions of the officers, agents or employees of
the party from whom indemnity is sought.
18. Disclaimer of Liability.
(a) Neither Bonneville nor the Utility shall be liable to the other
party, or to a Consumer, for acts or omissions of Installers or other
independent contractors. Installers or other independent contractors
participating in any of the Programs under this Agreement shall not be
considered either officers, agents or employees of either Bonneville or
the Utility.
(b) Installers or other independent contractors contracting with the
Utility or Bonneville to implement the provisions of this Agreement shall
be required to indemnify and hold the Utility and Bonneville harmless for
all claims, damages, losses, and expenses arising from the negligent or
other tortious acts or omissions of such Installers or other independent
contractors, their officers, agents or employees.
19. Compliance With Law. This Agreement, if and to the extent
required by applicable law, is subject to Exhibit D, Provisions Required
by Statute or Executive Order.
20. Notices and Other Communications. Any notice, request, approval,
consent, instruction, or other con unicatio n given by either party to the
other party shall be in writing and shall be delivered in person or r ailea
to the address and to the attention of the person specified below:
15
If to Bonneville: Bonneville Power Administration
W 5 A e. fl p l r 1
5-\ e wa_,k 1 y,ci r aR Lc
Attn: ae 17 Zeic•-1
If to the Utility:
Ci �U 40( I lens
n t�ir 1 1 -in
-131r+ Jgr eJe I 123(.0
Attn: Irwrr,nstr S1
Either party may from time to time change such address by giving the
other party notice of such change in accordance with the provisions of
this section.
21. Termination.
(a) The Utility may, for its convenience, terminate this Agreement or
may terminate its participation in any of the Programs under this
Agreement by giving Bonneville 30 days written notice of such
termination. In the event of such termination, the Utility shall use its
best efforts to minimize the compensation payable under this Agreement.
(b) Bonneville may terminate this Agreement or a Program hereunder:
(1) if Bonneville determines that the Utility's Program
procedures, records, or accounts do not conform with the requirements
of this Agreement and that the Utility has failed to correct the
nonconformance within a reasonable time after written notice of the
nonconformance from Bonneville; or
(2) if the Utility is not, or ceases to be, a f i r m requirements
power sales customer on or after September 8, 1982.
22. Nature and Effect of Agreement. The parties acknowledge that
this Agreement was prepared and executed as a short -term, program specific
agreement. This Agreement is intended to provide a means of early
implementation of Bonneville Conservation Programs under the Act. The
16
parties to this Agreement expect to enter into a more comprehensive,
longer term agreement or agreements for implementing regionwiae
Conservation programs under the Act. Bonneville will offer such expected
long -term agreement or agreements to the Utility, and to all Electric
Utilities, at least 60 days prior to the expiration of this Agreement.
The use of any definition, term or provision in this Agreement shall in no
way serve as precedent or prejudice either party's position in the
negotiation of such long -term agreement or agreements.
23. Assignment of Agreement. The Utility may assign any of the
rights, benefits, and remedies conferred upon it by this agreement to a
third person or entity, when such assignment would assist the Utility in
financing any portion of the cost of a Conservation Program being
implemented under this Agreement. Any other assignment by the Utility
shall not be made without the prior written consent of Bonneville, which
consent shall not be unreasonably withheld.
17
24. Governing Law. The rights and obligations under this Agreement
of the Utility and, to the extent applicable to the Federal government,
Bonneville shall be governed by the laws of the state in which the
headquarters of the Utility are located.
IN WITNESS WHEREOF, the parties have executed this Agreement in
several counterparts.
ATTEST: DD
By S. r�
Ti tle City Clerk
Date 8/4/82
(WP- PCI- 1152c)
By
18
UNITED STATES OF AMERICA
Department of Energy
f>
Bonneville Power /Ado(i ni strator
afr d
By Y -41/r 4
Title (71
Date 8/3/82
Mayor- ro Tem
1. Shower Flow Restrictor Program II dated May 14, 1982
2. Water Heater Wrap Program II dated May 14, 1982
3. Street and Area Lighting Efficiency Improvement Program II dated May 14, 1962
4. Commercial Conservation Program II Lighting and Water Heating dated
May 14, 1982
5. Energy Buy -Back Weatherization Program II /Zero Interest Loan Weatherization
Program II dated May 14, 1982
(WP PCI 1152c
Conservation Program Offerings
Exhibit A Page 1 of 1
Contract No. UE- MS79 -81BP
Energy Conservation Agreement
5/14/82
Cost Reimbursement Method
(WP -PCI -1152c
Payment Methods
Exhibit B
Table 1, Page 1 of 1
Contract No. UE- MS79 -81 BP
Energy Conservation Agreement
5/14/82
1. Payment shall be computed based upon levels of reimbursement specified
in each Program Exhibit.
2. The Utility shall submit monthly to Bonneville a completed
Form BPA- 1418 -F, Monthly Financial Summary, with applicable schedules.
3. Within 30 days of receipt of the Monthly Financial Summary Bonneville
shall reimburse the Utility.
Letter of Credit Method
Payment Methods
Exhibit B
Table 2, Page 1 of 2
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
1. Summary. This is a method whereby Bonneville provides operating
funds to the Utility to fund its Conservation activities. Funds are
provided in advance of actual expenditures by the Utility and provide
the Utility with control over its daily financial operations. This
method is available if Bonneville has, or expects to have, a
contractual relationship under this Agreement with the Utility which
will last one year and involve annual advances aggregating at least
$120,000. One letter of credit will be used to provide funding for
all Utility Programs. The Utility may utilize the Revolving Working
Capital Advance Method of payment until the Letter of Credit Method
is fully operational for the Utility.
2. Duties of the Utility.
(a) The Utility shall notify Bonneville of the name and address of
the commercial bank (Bank) which has agreed to receive payment
vouchers (TSF 5401) and shall request an amount computed
pursuant to Bonneville issued instructions.
(b) The Utility shall submit properly completed signature card
(SF 1194) to Bonneville. The Utility shall also submit properly
completed payment vouchers to the Bank for the amount of the
advance desired. Such payment vouchers shall be submitted to
the Bank as close as is administratively possible to the
issuance of checks for program disbursements.
(c) Interest income earned by the Utility on funds advanced shall be
credited or refunded to Bonneville.
(d) The Utility shall make timely reports of cash disbursements,
interest income earned, and balances to Bonneville.
(e) The Utility shall provide for effective control over and
accountability for all Federal funds.
(f) The Utility shall establish internal operating procedures
including but NOT limited to:
(WP -PCI -1152c
Exhibit 8
Table 2, Page 2 of 2
Contract Wo. DE- MS79 -81bP
Energy Conservation Agreement
5/14/82
(1) the correct preparation and distribution of prescribed
forms;
(2) monitoring of drawdowns and reviewing of other financial
practices to insure against excessive withdrawals of
Federal funds; and
(3) remedial measures to correct excessive withdrawals of
cash.
(g) Subsections (a) through (e) above shall apply to any agent of
the Utility authorized to use such letter of credit.
3. Duties of Bonneville.
(a) Bonneville shall establish the amount of the letter of credit
(SF 1193) and record an obligation in its accounts equal to such
amount.
(b) Bonneville shall transmit a certified letter of credit and
signature card (SF 1194) to the Department of Treasury (DOT).
The DOT shall then transmit a letter of credit and signature
card to the appropriate Federal Reserve Bank.
(c) Bonneville shall designate one of its own officials as a liaison
officer with the DOT.
(d) Bonneville shall furnish instructions to the Utility which
provide the procedures for the letter of credit method of
payment.
(e) Bonneville shall revoke any unobligated portion of the letter of
credit upon determination that the Utility has failed to comply
with the instructions referenced in subsection (d) above. A
timely reconciliation of expenditures, interest income earned,
and advances shall be made and disbursement made to the
appropriate party.
Payment Methods
Revolving Working Capital Advance Method
Exhibit B
Table 3, Page 1 of 2
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
1. Summary. This is a method whereby Bonneville advances funds to the
Utility in an amount equal to the estimated amount due to the Utility
from Bonneville for Conservation activities completed during the
first month of the Program. Thereafter, but not less frequently than
monthly, Bonneville shall replenish the advance fund based on
estimated current Program needs upon receipt of monthly certification
of actual 'expenditures.
2. Duties of the Utility.
(a) The Utility shall request an amount by submitting to Bonneville
a completed Form BPA- 1418 -F, Monthly Financial Summary.
(b) Interest income earned by the Utility on funds advanced shall be
credited or refunded to Bonneville.
(c) The Utility shall certify expenditures, indicate interest income
earned, and request replenishment of the advance on a monthly
basis.
(d) If the Program terminates within the first month, the Utility
shall submit a reconcilation of advances, interest income
earned, and expenditures in a timely manner. Any difference
shall be disbursed to the appropriate party within a reasonable
time.
3. Duties of Bonneville.
(a) Bonneville shall review the Utility's request for an advance and
approve it if providing such advance is advantageous to
Bonneville.
(b) Bonneville retains the right to adjust the working capital fund
as necessary in accordance with information furnished pursuant
to section 2(c) of this Exhibit.
(WP -PCI -1152c
Exhibit B
Table 3, Page 2 of 2
Contract No. DE- MS79 -818P
Energy Conservation Agreement
5/14/82
(c) Bonneville shall revoke this advance funding method upon
determination that the Utility has failed to comply with the
procedures referenced in section 2. A timely reconcilation of
expenditures, interest income earned, and advances shall be made
and disbursement made to the appropriate party.
Retroactive Reimbursement
Exhibit C, Page 1 of 2
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
Bonneville shall reimburse the Utility as specified below for Utility measures
which are similar to those Measures under the Program selected by the Utility
and which were accomplished under a Utility program on or after December 5,
1980, and prior to the effective date of the applicable Program Exhibit, or
within another retroactive reimbursement period after the effective date of
the Program Exhibit specified in such Program Exhibit.
1. A measure must be "similar" to a Measure selected by the Utility for
participation under this Agreement. "Similar" means that a measure
accomplishes the same purpose as and is comparable to a Measure
covered by this Agreement in enough ways that its effectiveness can
be evaluated to a reasonable degree of certainty.
For measures installed or completed after the date of offering of
Programs under this amendment, but before the Utility has executed
such Program, retroactive payments shall be made only for those
measures which achieve conservation to an equal or greater degree
than was achieved by Measures under the Program, and which otherwise
substantially conformed to or exceeded the Program materials and
installation specifications contained in the most current Program
amendment offered at the time the measures were installed or
completed.
The Utility shall supply Bonneville with the Utility's Heat Transfer
Methodology and analysis standards and material and installation
specifications.
2. Should a Program under this Agreement specify procedures for indexing
Heat Transfer Methodologies, then the Utility shall apply, and
Bonneville shall review, the application of such indexing procedures
to measures submitted for retroactive reimbursement.
3. As to each measure for which it requests retroactive reimbursement,
the Utility shall certify to Bonneville (a) that the installation was
made pursuant to a Utility energy analysis where reimbursement to the
Consumer for a similar Measure under this Agreement is made
contingent on an Energy Analysis; and (b) that the installation
(i) when required by the similar Measure, was inspected, and
(ii) conforms to the standards and specifications contained in the
Utility's program.
The Utility shall request retroactive reimbursement kLaing the same
form /format as pertains to the appropriate Program, which shall
clearly indicate that it is a request for retroactive reimbursement.
Exhibit C Page 2 of 2
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
4. Retroactive reimbursement amounts shall be governed by provisions
contained in the most recent applicable Program offered under this
Agreement contained when the later of the followiny events took
place: (i) when the Program was initially offered to Electric
Utilities; or (ii) when the Measure was accomplished.
5. The Utility shall use funds received under this Exhibit in the same
manner as prescribed by the Program Exhibit.
6. When the Utility has participated in a Bonneville pilot program,
retroactive payments will be reduced by the amounts already paid
under such pilot program.
7. The Utility shall maintain records that will allow vertification of
the certification of the items specified in section 3. This
verification process may be a part of any Bonneville audit pursuant
to this Agreement. The Utility shall also maintain supporting
documents and records for verification of costs to be reimbursed
pursuant to this Exhibit.
8. Subject to the availability of funds, Bonneville shall pay the amount
owing to the Utility under this Exhibit in a lump sum or in no more
than six equal monthly installments, without interest, commencing
30 days after the Utility submits its claims for reimbursement under
this Exhibit.
(WP -PC I -115 2c
Exhibit D, Page 1 of 4
Contract No. DE- M579 -818P
Energy Conservation Agreement
5/14/82
Provisions Required by Statute or Executive Order
1. Contract Work Hours and Safety Standards. This Agreement, if and to
the extent required by applicable law or if not otherwise exempted, is subject
to the following provisions:
(a) Overtime Requirements. 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 laborer or mechanic in
any workweek in which he is employed on such work to work in excess of eight
hours in any calendar day or in excess of 40 hours in such workweek unless
such laborer or mechanic receives compensation at a rate not less than one and
one -half times his basic rate of pay for all hours worked in excess of eight
hours in any calendar day or in excess of 40 hours in such workweek, as the
case may be.
(b) Violation; liability for unpaid wages; liquidated damages. In the
event of any violation of the clause set torth in subsection la), the
contractor and any subcontractor responsible therefor shall be liable to any
affected employee for his 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 of subsection (a)
above, in the sum of $10 for each calendar day on which such employee was
required or permitted to work in excess of 8 hours or in excess of the
standard workweek of 40 hours without payment of the overtime wages required
by the clause set forth in subsection (a) above.
(c) Withholding for unpaid wages and liquidated damages. Bonneville may
withhold or cause to be withheld, from any moneys payable on account of work
performed by the contractor or subcontractor, such sums as may
administratively be determined to be necessary to satisfy any liabilities of
such contractor or subcontractor for unpaid wages and liquidated damages as
provided in the clause set forth in subsection (b) above.
(d) Subcontracts. The contractor shall insert in any subcontracts the
clauses set forth in subparagraphs (a) through (c) of this provision and also
a clause requiring the subcontractors to include these clauses in any lower
tier subcontracts which they may enter into, together with a clause requiring
this insertion in any further subcontracts that may in turn be made.
(e) Records. The contractor shall maintain payroll records containing
the information specified in 29 CFR 516.2(a) Such records shall be preserved
for 3 years from the completion of the contract.
Exhibit D Page 2 of 4
Contract No. DE- NIS79 -816P
Energy Conservation Agreement
5/14/82
2. Convict Labor. 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 provided by Public Law 89 -176,
September 10, 1965, (18 U.S.C. 4082(c)(2)) and Executive Order 11755,
December 29, 1973.
3. Equal Employment Opportunity. During the performance of this
Agreement, if and to the extent required by applicable law or if not otherwise
exempted, the contractor agrees as follows:
(a) The contractor will not discriminate against any employee or
applicant for employment because of race, color, religion, sex, or national
origin. The contractor will take affirmative action to ensure that applicants
are employed, and that employees are treated during employment, without regard
to race, color, religion, sex, or national origin. Such action shall include,
but not be limited to, the following: employment, upgrading, demotion, or
transfer; recruitment or recruitment advertising; layoff, or termination;
rates of pay or other forms of compensation; and selection for training,
including apprenticeship. The contractor agrees to post in conspicuous
places, available to employees and applicants for employment, notices to be
provided by the Administrator setting forth the provisions of this clause.
(b) The contractor will, in all solicitations or advertisements 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.
(c) The contractor will send to each labor union or representative of
workers with which he has a collective bargaining agreement or other contract
or understanding, a notice, to be provided by the Administrator, advising the
labor union or workers' representative of the contractor's commitments under
this clause, and shall post copies of the notice in conspicuous places
available to employees and applicants for employment.
(d) The contractor will comply with all provisions of Executive Order
11246 of September 24, 1965, and of the rules, regulations, an relevant orders
of the Secretary of Labor.
(e) The contractor will furnish all information and reports required by
Executive Order 11246 of September 24, 1965, and by the rules, regulations,
and orders of the Secretary of Labor, or pursuant thereto, and will permit
access to said contractor's books, records, and accounts by Bonneville and the
Secretary of Labor for purposes of investigation to ascertain compliance with
such rules, regulations, and orders.
Exhibit U, Page 3 of 4
Contract No. DE- MS79 -818P
Energy Conservation Agreement
5/14/82
(f) In the event of the contractor's noncompliance with the Equal
Opportunity clause of this Agreement or with any of the said rules,
regulations, or orders, this Agreement may be cancelled, terminated, or
suspended, in whole or in part, and the contractor may be declared ineligible
for further Government contracts in accordance with procedures authorized in
Executive Order 11246 of September 24, 1965, and such other sanctions may be
imposed and remedies invoked as provided in Executive Order 11246 of
September 24, 1965, or by rule, regulations, or order of the Secretary of
Labor, or as otherwise provided by law.
(g) The contractor will include the provisions of paragraphs (a) through
(g) in every subcontract or purchase order unless exempted by rules,
regulations, or orders of the Secretary of Labor issued pursuant to
section 204 of Executive Order 11246 of September 24, 1965, so that such
provisions will be binding upon each subcontractor or vendor. The contractor
will take such action with respect to any subcontract or purchase order as
Bonneville may direct as a means of enforcing such provisions, including
sanctions for noncompliance. In the event the contractor becomes involved in
or is threatened with, litigation with a subcontractor or vendor as a result
of such direction by Bonneville, the contractor may request the United States
to enter into such litigation to protect the interests of the United States.
4. Interest of Member of Congress. No member of or delegate to
Congress, or resident commissioner shall be admitted to any share or part of
this Agreement or to any benefit that may arise therefrom. Nothing, however,
herein contained shall be construed to extend to this Agreement if made with a
corporation for its general benefit.
5. Administrator's Obligations Not General Obligations of the United
States. All offerings of obligations, and all promotional materials for such
obligations, which may be offered by the contractor to finance Measures
installed pursuant to this Agreement shall include the language contained in
the second sentence of subsection 6(j)(i) of the Regional Act.
6. Other Statutes, Executive Orders, and Regulations.
(a) The contractor agrees to comply with the following statutes,
executive orders, and regulations to the extent applicable:
(1) Rehabilitation Act of 1973, Pub. L. 93 -112, as amended, and the
clauses contained in 41 CFR 6U -741, et. seq., which concern affirmative
action for handicapped workers;
(2) Vietnam Era Veterans Readjustment Assistance Act of 1974,
Pub. L. 92 -540, 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;
Exhibit D, Page 4 of 4
Contract No. DE- +iS79 -818P
Energy Conservation Agreement
5/14/82
(3) Executive Order 11625 and the clauses contained in 41 CFR
1- 1.1310 -2(a), which concern utilization of minority business enterprises;
(4) Small Business Act, 15 U.S.C. 637(d)[(3)](2), as amended; ano
(5) the clauses contained in 41 CFR 1-12.803-10 which concern
certification of nonsegregated facilities.
(b) The contractor agrees to comply with requirements deemed necessary by
Bonneville in order to implement Bonneville's obligations under the National
Historic Preservation Act, 16 U.S.C. 47U et seq. Such requirements, if any,
shall be subject to analsis and comment by the contractor prior to becoming
effective.
(WP -PCI -1152c
r
Qr
th15 teporl n authorised 1'
Northwest Eleclrte. Power Ptann,ng
Conservation Act For co'f d. et at treat
meet of dal• Sae Privacy n i 5t 111 n, r
Use 01 this IOrm i5 reanea'ur
f'jA /A Ci A /.4
U S DEPARTMENT OF LNERGY BONNEVILLE POWER ADMINISTf•ATION
BPA /UTILITY CONSERVATION PROGRAMS
MONTHLY FINANCIAL SUMMARY
I I�FNTIFI('ATION
1 Full Name and mt:llt„g Address of Utt /rfy (tic /NFL Zy4. Code)
PRo 6JQ AM EXPEND/ re/RES CZA /ME By ur /L/ry
A REY /DC.vrr.OG 37/0/4.18'37/0/4.18'/2 feoev Re srR/CTO/Z. PRO6kM
/4
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L3. Rcrice//rnoi w.o1?72 Hd47c°YZ &PAP PRX/?AM Mufti 42511
82. X number 1as7.+ /ed and Inspected
C. R /OE.»T/AG 141FATt/6R /2517 P/6/'Q M ,alTdch Schad ✓le Al
COMMERC /AI- CONSER•VA7 /ON P(2041249 A-,
b/c.vo7dv6 ,o.vo HE"Arn#c
E sTREer AND AREA L/c.AT /A' 6/rF /c/KA+ry
/MPROVEM(V7' FRO f .9M
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J. 57
TOTAL PROGRAM EXPEND /rURRS C LA!A4EO By UT /ct ry ADD Lo/ES A TN.ccu6 T d
7. 8 P FUNDS AVA /L CCe BUR /N6 PER /0.0 (L+'UE A= 4, e /ess /'+c 6 o r9 Areviouer I (o Y
R, NFT CFR FJNOS aN NANO AY 8FC /.1./r /AlG Or REPORTING PER+oO I A
9
(3, ,5 fu vos Receiver DVR /Ae pew/OP L /rye /o, /PST rse gun pNet l'•A Olt
/N7e e'/;RA/Ea O V /3, FUNDS lc It
roraL F(JNOS R vA /a 4 L LE
coNrcMcr Arua+bF2
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Contract No. DE- MS79 -b1bP
tnergy Conservation Agreement
5/14/82
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This AMENDATORY AGREEMENT, executed
to make other necessary revisions;
AMENDATORY AGREEMENT
executed by the
UNITED STATES OF AMERICA
DEPARTMENT OF ENERGY
acting by and through the
BONNEVILLE POWER ADMINISTRATION
and
THE CITY OF PORT ANGELES
Amendatory Agreement No. "5 to
Contract No. DE- MS79- 81BP90811
Energy Conservation Agreement
5/14/82
UNITED STATES OF AMERICA,: Department of Energy, acting by and through the
BONNEVILLE POWER ADMINISTRATION (Bonneville), and THE CITY OF PORT ANGELES
(Utility), -a municipal corporation of the State of Washington,
NOW, THEREFORE, ;the parties hereto mutually agree• as follows:
5.48
1982, by the
WI.TNES'S -E -T H:
WHEREAS the parties hereto, on December 15, 1981, executed a conservation
contract (Contract No. DE-MS79- 81BP90811 which as amended is hereinafter
referred to. as "Energy Conservation Agreement providing for the
implementation of certain conservation programs, and the parties desire to
amend such contract to implement the attached Water Heater Wrap Program II and
Effective Date of Agreement This amendatory agreement shall. be
e as of hours on the date of execution (Effective Date).
effectiv Conservation°
2. Amendment of Energy Conservation Agreement The Energy
Agreement is hereby amended as follows:
'Exhibit .A is deleted and replaced by the attached Exhibit A
dated May 14,1982.
,(b) Any Water Heater Wrap Program, dated July 10, 1981, and any
amendment thereto dated February 2, 1982, is deleted and replaced with the
attached Water Heater Wrap
Program II, dated May 14, 1982.
the parties hereto have executed this amendatory 1-
IN WITNESS WHEREOF,
agreement in several counterparts.
UNITED STATES OF AMERICA
Department of Energy
THE -CITY OF PORT ANGELES
By
Title
Date
8/3/82
Conservation Program
Offering
1. Shower Flow Restrictor Program II dated May 14,-1982
2. Water Heater Wrap Program II dated May 14, 1982
3. Street and Area Lighting Efficiency Improvement.Program
1982
4. Commercial Conservation Program II Lighting and Water
May 14, 1982
Exhibit A, Page 1 of 1
Contract No. DE- MS79- 81BP
Energy Conservation Agreement
5/14/82
5. Energy Buy -Back Weatherization Program II /Zero Interest Loan
Weatherization II dated May 14, 1982
II dated May
Heating dated
Section
1. Program Overview
2. Definition.
3. Attachments
4. Availability
Program Procedures
6. Payment Procedures
,7. Use of Section 6(b) Funds by Utility
Water Heater Wrap Program II
Index to Sections
Attachment 1 (Water Heater Wrap Specification)
Attachment 2 (Fixed Rate Reimbursement)
Attachment 3 (Annual Energy Savings)
Exhibit
Contract DE- M579 -818P
Energy Conservation Agreement
5/14/82
Page
1
1
1
1
1
2
8...,. Program Records
9. Program Reports 2
-Pro Audits
2
2
1
1
1. Program Overview.
2. Definition.
3. Attachments.
4. Availability.
5. Program Procedures.
Exhibit Page, 1 of 2
Water Heater Wrap Program II
Contract No. DE -11579 -81BP
Energy Conservation Agreement
5/14/82
Bonneville shall pay the Utility for installing and inspecting wraps for
electric water heaters used primarily to heat water used in Residences at
a fixed rate per installation. The method of accomplishing this Program
shall be determined by the Utility.
"Residence" means any building or mobile home used for residential
occupancy.
Attachment 1 (Water Heater Wrap Specification), Attachment 2 (Fixed Rate
Reimbursement), and Attachment 3 (Annual Energy Savings) are hereby made a
part of this Exhibit.
The Program is available for Residences in the Region which utilize
electric water heating.
The Utility or its designee shall inspect each water heater wrap
installed and certify to Bonneville that the materials and installation
meet or exceed the specifications set forth in Attachment 1.
6. Payment Procedures.
(a) Payments will be made in accordance with the method, terus, and
procedures specified in the applicable Table of Exhibit B of the
Energy Conservation Agreement.
(b) For each water heater wrap installed and inspected in accordance with
section 5 above, Bonneville shall pay the Utility the amount
indicated in Attachment 2.
(c) If after the Effective Date of this Program a Measure is added, which
was not previously offered as part of this Program, the Utility shall
become eligible for retroactive reimbursement by Bonneville pursuant
to Exhibit C of the Energy Conservation Agreement for those similar
measures accomplished by the Utility on or after December 5, 198U,
and prior to the date the Measures are made available.
(WP- PCI- 1205c)
Exhibit Page 2 of 2
Water Heater Wrap Program II
Contract No. bE- MS79 -81BP
Energy Conservation Agreement
5/14/b2
(d) Attachment 3 shall be used to compute the amount of energy, if any,
to be returned in accordance with the Consideration section of the
Energy Conservation Agreement.
7. Use of Section 6(b) Funds by Utility.
The Utility shall impose no direct charge upon its Consumers for the
materials or labor for the Water Heater Wrap Program II.
8. Program Records.
The Utility shall maintain a record of the following information regarding
its transactions with each Consumer under this Program:
(a) Consumer name, address, and account number;
(b) tank location (heated or unheated space);
(c) date of installation;
(d) record of inspection of installed wrap; and
(e) supporting documents and records for verification of costs involving
reimbursement of funds from Bonneville.
9. Program Reports.
The Utility shall provide monthly to Bonneville the total number of water
heater wraps installed and inspected during each month by submitting
Form BPA- 1418 -F, Monthly Financial Summary, as specified in the Program
Reports section of the Energy Conservation Agreement.
10. Program Audits. Bonneville, at its expense, may:
(a) audit and examine Program records and accounts maintained by the
Utility pursuant to section 8 above and the Program Records section
of the Energy Conservation Agreement;
(b) request copies of such records for audit purposes;
(c) conduct random inspections of installations made under this Program;
all such inspections shall be arranged in advance by the Utility.
Should any Residence be unavailable for inspection, an alternate
Residence shall be selected; and
(d) review Utility procedures employed in accomplishing the provisions of
this Program.
BONNEVILLE /UTILITY
ELECTRIC WATER HEATER WRAP
MATERIAL SPECIFICATION
Attachment 1, Page 1 of 13
Water Heater Wrap Program II
Contract No. DE- MS79 -tt18P
Energy Conservation Agreement
5/14/82
100. TABLE OF CONTENTS
Section Title Page
101 SCOPE 1
102 DEFINITIONS 1
103 REFERENCED DOCUMENTS 2
104 SPECIFIC REQUIREMENTS 2
105 PACKAUING OPTIONS 4
106 INSTALLATION INSTRUCTIONS 5
101. SCOPE
This specification covers the minimum material requirements for
fiberglass retrofit Kits. Utilities will specify the size Wrap to be
furnished and may add additional requirements to meet their particular
needs, if desired.
102. DEFINITIONS
ASTM American Society for Testing and Materials
Kit Residential type electric water heater insulation kit,
complete as specified.
NVLAP U.S. Department of Commerce, National Voluntary Laboratory
Accreditation Program, National Bureau of Stanaaras,
Washington, DC 20234.
PSTC Pressure Sensitive Tape Council, 1800 Pickwick Ave.,
Glenview, Ill. 60025 (312) 724 -7700.
Attachment 1, Page 2 of 13
Water Heater Wrap Program II
Contract No. DL.- 1579 -81BP
Energy Conservation Agreement
5/14/82
UL Underwriters Laboratories, 1655 Scott Blvd., Santa Clara, LA
95050.
Vendor An individual, partnership, or corporation which receives a
contract to supply Kits.
Wrap Insulation blanket with vinyl facing, as specified.
103. REFERENCED DOCUMENTS
Bonneville /Utility Electric Water heater Wrap Installation Specifications.
104. SPECIFIC REQUIREMENTS
A. The laminated Wrap shall have an insulation rating of R -10 or
greater. (R -11 or greater for insulation supplied for use in the
State of Oregon.)
B. The Wrap shall be a flexible, resilient blanket of fibrous glass,
bonded with a thermosetting resin to provide dimensional stability
and good handling properties. The laminated Wrap shall meet the
minimum performance requirements specified in Table 1 below:
SUBJECT
thermal
Co nducti vi ty
Facing
Adhesion
to Blanket
TEST METHOD
NJ IM
C-177*
C -518*
Hand
Strippi ng
K U.Lb
TABLE 1
�rtt,lrl�
REQUIREMENT
Adhesion must be
such that stripping
of facing causes
delaminatio n of
the F/G surface
fibers
Appearance manual No wet or hard spots
Examination in insulation
of Sampl e
Attachment 1, Page 3 of 13
Water Neater Wrap Program II
Contract No. DE- 1v1S79 -816P
Energy 2 Conservation Agreement
TOLERANCE REJECT
+U. Ub reater
0.10 than
+0.06
Ihickness Pin Measure inches Required R x Actual K +I re eT ow
1/8" Minimum
Tol erance
Width Ruler As Specified +1/8" Out of
Tolerance
Length Ruler As Specified +1/4" Out of
Tolerance
Density Weighing 0.6 1 b /ft" +0.5 Less
sample and -0.05 than
calculating U.550
weight per
Ft
Not as
Specified
Only laboratories accredited for the referenced tests methods under taLt+P
are acceptable for certification of K- values under this program.
Not equal to
manufacturers
sample approved
by the Utility.
Attachment 1, Page 4 of 13
Water Heater Wrap Program II
Contract No. DE-14579-818P
Energy Agreement
C. The minimum Wrap dimensions shall be as specified by the Utility.
D. The Wrap shall be faced with white vinyl sheeting with a nominal
thickess of 4 mils (minimum 3.2 mils). The vinyl shall be
continuously laminated to the fiberglass blanket.
1. The vinyl facing shall have a flame spread rating of no more
than 150.
2. The vinyl facing shall be: Stauffer Chemical (Plastics
Division, Westport, CT) "Ultrafilm Atlas 96 or Kohkoku USA,
Inc. (Everett, WA) "Achilles EUJO 3.2 or equivalent products
manufactured by others.
E. The tape supplied shall be white vinyl: Fassion (Div. of Avery
Products, Painsville, OH) "Fastape type 0555 White Vinyl Compac
(Netcong, NJ) "Perm Tape Embossed White Vinyl type 4U25 -4 or
equivalent products manufactured by others.
The tape shall be provided in sufficient quantities to install the
Wrap according to the Electric Water Heater Wrap Installation
Specifications. The minimum tape width furnished shall be
three inches.
F. The Utility may add requirements to these minimum specifications in
order to meet their particular needs, except that the additional
requirements may not conflict with these specifications or
significantly limit competition.
G. The Vendor shall furnish a set of material test results
corresponding with the preceding requirements as well as certify in
writing to the Utility that the product offered meets the
requirements of thi specification and any additional requirements
added by the Utility.
H. All materials used in the Kit shall be UL listed for f i r e
resi stance.
105. PACKAGING OPTIONS
A. The product shall be supplied in either of two ways:
1. Consumer Application: Packaged individually in sealed
containers, complete with Wrap, an adequate a::ount of tape,
and complete instructions suitable for use by an individual
Consumer.
2. Utility Application: Wrap packaged individually in a sealed
container. Tape to be supplied in bulk, packaged separately.
The amount of tape to be furnished shall be the net calculated
amount necessary for the number of Kits ordered plus
10 percent.
B. The packaging option shall be specified by the Utility. In either
case, packages shall be labeled in accordance with Federal Trade
Commission standards, including rated R- value.
C. The product shall be packaged in such a way that water vapor or
moisture do not collect within. Evidence of moisture present in
the package or Wrap shall be grounds for rejection.
106. INSTALLATION INSTRUCTIONS
A. Fully illustrated instruction materials, which are compatible with
the installation instructions of the UL (as described in the
Electric Water Heater Wrap Installation Specification), shall be
provided in the following manner:
1. If the order specifies "Consumer Application a complete set
of instructions shall be included in each hit.
(WP -PCI -1205c
Attachment 1, Page 5 of 13
Water Heater Wrap Program II
Contract No. DE -In S79 -81 BP
Energy Conservation Agreement
5/14/82
2. If the order specifies "utility Application ten copies of
the instruction materials shall be sent directly to the
Utility and none need be included with the individual Kits.
B. All Kit suppliers shall, as a minimum, include the provisions in
Sections 204C through 204K of the Bonneville /Utility Electric Water
Heater Wrap Installation Specification in their installation
i nstructions.
202. DEFINITIONS
Tape
Wrap
BONNEVILLE /UTILITY
ELECTRIC WATER HEATER WRAP
INSTALLATION SPECIFICATION
Attachment 1, Page 6 of 13
Water Heater Wrap Program II
Contract No. DE- MS79 -81BP
E ier y Agreement
200. TABLE OF CONTENTS
Section Title Page
201 SCOPE 6
202 DEFINITIONS 6
203 REFERENCED DOCUMENTS 7
204 SPECIFIC REQUIREMENTS 7
201. SCOPE
This specification covers the requirements for installing fiberglass
retrofit Electric Water Heater Wrap on Residential Type Water Heaters.
It is applicable to both Consumer and Utility installations.
Kit One set of water heater insulation materials, complete
with vinyl faced Wrap, vinyl Tape, manufacturer's
instructions and required Safety Label.
Residential An electric water heater with the following
Type Water characteristics: Electric capacity of 10 kW or less,
Heater tank size of 125 gallons or less, and a pressure rating
of 15U psi or less. However, "point -of -use" water
heaters with limited storage capability of 1U gallons or
less are not included in this definition.
Safety Label Label cautioning that thermostats should be set to
maintain water temperature of 140 F or below, or some
other specified temperature established according to
Section 204E hereof.
Mastic coated vinyl tape meeting the rep.; irements of the
Electric Water Heater Wrap Material Specification.
Vinyl -faced fiberglass blanket meeting the requirements
of Electric Water Heater Wrap Material Specification.
203. REFERENCED DOCUMENTS
A. Bonneville /Utility Electric Water
Heater Wrap Material Specification
B. Oregon State Structural Specialty Code and
Fire and Safety Code, 1979 Edition
C. National Fire Protection Association
National Fire Code, 1980
204. SPECIFIC REQUIREMENTS
Attachment 1, Page 7 of 13
Water heater Wrap Program 11
Contract No. DE.- MS79 -bl bP
Energy Conservation Agreement
5/14/82
Chapter 53
Page 5308
Manual 89M
Table 2 -1.1
and 2 -1.2
A. Wraps shall be applied only to Residential Type Water heaters.
B. Wraps shall have an insulation rating of R -10 or greater (R -11 or
greater for Wraps supplied for use in the State of Oregon)
In specific situations where clearances around the water heater
prevent the installation of R -10 (or k -11) insulation, the
following alternatives shall be applied in the order listed.
1. Wherever possible, full R -10 (or R -11) wrap shall be installed
even though portions of the insulation must be compressed
where clearance is impaired;
2. If partial compression of the full wrap thickness still does
not permit installation of R -10 (or R -11) insulation, then
whenever possible (i.e., where a floor drain is present and
plumbing and electrical connections allow movement without
potential damage), the tank shall be drained and moved to
permit installation of the full R -10 (or R -11) wrap, after the
consumer's approval has been obtained. Power must be turned
off before water is drained and not turned on again until the
tank is refilled.
3. When neither of the alternatives above are feasible, a
noncontinuous wrap technique may be used. Wrap shall be
applied to the exposed (front) surface of the tank and shall
extend as far as practical into the gap between the wall and
the tank. In cases where water heater tanks are located in
corners or closets, the space defined by the tank surface and
adjacent corner(s) shall be completely filled •ith pieces of
insulation material. The top including the corner(s) behind
the tank shall be completely insulated in a manner similar to
that normally used.
Attachment 1, Page 8 of 13
Water Heater Wrap Program II
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
C. Clearances between the surface of the wrap and adjacent heat
producing appliances including vent connectors shall be maintained
according to the recommendations contained in the National Fire
Protection Association National Fire Code 89N. When information
concerning the appliance and /or its vent connector is needed to
determine the clearance and this information is not available, then
the clearance shall be increased to the largest amount indicated for
the possible configurations.
D. No water heater shalt be wrapped which exhibits leaks or other
evidence of impending failure. In such cases the Lonsumer shall be
informed of the potential problem(s) observed and arrangements will
be made by the installer to return to install the kit at a later
time, after repairs have been made. Repair of water heaters,
associated piping and /or wiring, shall not be a part of this
program, except when the repair is minor in nature and incidental to
the wrapping process, or when the damage was caused by the installer
during the installation process.
E. Hot water temperatures shall be measured at an appropriate location
and water heater thermostats adjusted as necessary so that the water
temperature is 140 F or lower, prior to the installation of any Wrap
(except where higher temperatures are required by health
regulations). Where special circumstances, including health
regulations, require water temperatures above 140 F the following
procedure shall be used:
1. Water temperature shall not be set above 160 F;
2. Thermostat access covers shall be left exposed in a manner
similar to that described in Section 204J below; and
3. The Safety Label indicating a maximum temperature of 160 F
shall be applied. Such label may either be a special printing
or a corrected "140 F label" at the Utility's option.
F. The Kit used shall include a sufficiently large Wrap to entirely
enclose the sides and top of the water heater. however, the
material from two Wraps may be combined to insulate large tanks.
G. The Wrap shall be installed in either one of two ways:
1. As one piece sufficiently long that after completely enclosing
the sides, a cylindrical extension is create(' shove the top of
the water heater tank. This extension shall the be carefully
placed down over the tank top by removing selected pieces of
fiberglass blanket from the vinyl facing, folding the facing
and taping the seams as indicated in Figure 1 and Figure 2; or
Attachment 1, Page 9 of 13
Water Heater Wrap Program II
Contract No. UE- MS79 -81 tiP
Energy Conservation Agreement
5/14/82
2. As two pieces, with the first piece forming a cylindrical wrap
of the tank sides and extending approximately three inches
above the tank top and the second cut into a circle with a
diameter equal to the tank to be placed across its top as shown
on Figure 3.
H. All seams shall be neatly taped. Care shall be taken not to pull
the Wrap so tight as to compress the insulation before taping. This
requirement is to prevent future separation of taped joints.
I. The operating portion of pressure /temperature (PT) valves shall be
left free from obstruction and if necessary the Wrap shall be neatly
cut back. In cases where the insulation can not be installed
between the tank surface and a drain pipe from the PT valve, care
shall be taken to insure that the drain end (bottom) of the pipe is
visible.
J. Cutouts shall be neatly made around the following tank access points
as shown in Figure 4: (1) electric service entry box cover; and
(2) tank drain valve. Each of these cutouts shall be cut back from
the access hole approximately one -half inch all around. Alternate
methods of securing edges of facing to the tank must be approved by
the Utility before use. If a water heater does not have an entry
cover, the cutout around the entry cover (or wire entry point) shall
be cut back from the entry cover so that a 3 inch by 3 inch opening
is formed, as shown in Figure 4.
Cutouts shall also be provided around the upper and lower thermostat
access panels under either of the following circumstances:
1. Where water temperatures above 140 F are required by special
circumstances; or
2. When cutouts are required by Oregon State Structural Speciality
Code. As shown in Figure 5, a small amount of fiberglass shall
be removed from the adjacent edges of the cutout area so that
the facing edge can be neatly taped or otherwise fastened to
the tank at each panel.
Otherwise, the location of the thermostat access panels shall be
indicated on the outside of the Wrap. This may be done either by
making cutouts and then taping the cutouts back in place, or by
marking clearly on the surface of the vinyl facing the outline of
the panels.
K. Following the installation of additional insulation, the Utility
furnished Safety Label shall be applied to the side of the wrapped
tank, in a visible location and preferably in a line between the
upper and lower thermostats.
(WP -PCI -1205c
Attachment 1, Page 10 of 13
Water Heater Wrap Program II
Contract No. DE -NS79-81BP
Energy Conservation Agreement
5/14/82
cz
,J
FOLD AND TAPE
IN PLACE
FIGURE I FIGURE 2
C
INSULATION
WRAP
FIGURE 3
INSULATION
TOP PLATE
SINGLE PIECE INSTALLATION DETAILS TWO PIECE INSTALLATION
DETAIL
BONNEVILLE SPECIFICATION
CDA /PM 3/12/81
MARK THERMOSTAT
LOCATIONS OR
CUTOUT AND TAPE
IN PLACE.
P'T VALV
FIGURE 4.
DRAIN VALVE CUTOUT
WATER. LINES
Attachment 1, Page 12 of 13
Water Heater Wrap Program I1
Contract No. DE- MS79 -b1bP
Energy Conservation Agreement
5/14/82
SERVICE WIRING
CUTOUTS
BONNEVILLE SPECIFICATION
1/13/82
THERMOSTAT
OVER TEMPERATURE
SWITCH
THERMOSTAT
INSULATION
REMOVE SOME FIBER
GLASS TO TAPER
DRAIN VALVE
TAPE
SECTION A
FIGURE 5
Attachment 1, Page 13 of 1.
Water heater Wrap Program I
Contract No. UL- 17S75 -81bP
tergy Conservation Agreene
WATER LINES 5/14/82
ACCESS PLATE
'`TAPE
SERVICE WIRING
BONNEVILLE SPECIFICATION
CDA /PM 3/12/81
BPA will pay the Utility at the fixed rate of $.32.00 for each water heater
wrap installed on an electric water heater by the Utility, its designee,
or the Consumer-and inspected by the Utility or its designee.
If the Utility has, on or after December 5, 1980 and prior to the earlier
of the effective date of the Water Heater Wrap Program dated July 10,
1981, or May 14, 1982, installed water heater wraps with insulation
ratings of less than R -10, the fixed rate for retroactive reimbursements
shall be $30.00 for each water heater wrap installed.
(WP -PCI -1205c
Fixed Rate Reimbursement
Attachment 2, Page 1 of 1
Water Heater Wrap Program I1
Contract No. DE MS79 bl BP
Energy Conservation Agreement
5/14/82
Annual Enery Savings
Measure Life Expectancy 10 years
Annual Energy Savings Per Measure Installed 43b kWhs
(WP -PCI -1205c
Attachment 3, Page 1 of 1
Water Heater Wrap Program II
Contract No. DE- MS79 -81 BP
Energy Conservation Agreement
5/14/82
AMENDATORY AGREEMENT
executed by the
UNITED STATES OF AMERICA
DEPARTMENT OF ENERGY
acting by and through the
BONNEVILLE POWER ADMINISTRATION
and
THE CITY OF PORT ANGELES
Amendatory Agreement No. 8 to
Contract No. DE- MS79- 81BP90811
Energy Conservation Agreement
5 -14 -82
This AMENDATORY AGREEMENT, executed 21 1982, by the
U
UNITED STATES OF AMERICA, Department of Energy, acting by and through the
BONNEVILLE POWER ADMINISTRATION (Bonneville), and THE CITY OF PORT ANGELES
(Utility), a municipal corporation of the State of Washington,
WITNESSETH:
WHEREAS the parties hereto, on December 15, 1981, executed a conservation
contract (Contract No. DE- MS79- 81BP90811 which as amended is hereinafter
referred to as "Energy Conservation Agreement providing for the
implementation of certain conservation programs and the parties desire to
amend such contract to implement the attached Street and Area Lighting
Efficiency _Improvement Program II and to make other necessary revisions;
NOW, THEREFORE, the parties hereto mutually agree as follows:
5, 4S
1. Effective Date of Agreement. This amendatory agreement shall be
effective as of 2400 hours on the date of its execution (Effective Date).
2. Amendment of Energy Conservation Agreement. The Energy Conservation
Agreement is hereby amended as follows:
(a) Exhibit A is deleted and replaced by the attached Exhibit A dated
May 14, 1982.
(b) Any Street and Area Lighting Efficiency Improvement Program dated
August 10, 1981, is deleted and replaced with the attached Street and Area
Lighting Efficiency Improvement Program II dated May 14, 1982.
IN WITNESS WHEREOF, the parties hereto have executed this amendatory
agreement in several counterparts.
ATTEST:
By
Title
Date
City Clerk
8/4/82
(WP- PCI- 1210c)
4044,
UNITED STATES OF AMERICA
Department of Energy
By
nneville Power
THE CITY OF PORT ANGELES
Ti tl e Mayor Pr Tem
Date 8/3/82
Exhibit
Contractflo. DE- MS79 -b1b0
Energy Conservation Agreement
5/14/82
Street and Area Lighting Efficiency Improvement Program I I
Index to Sections
Section Page
1 Program Overview 1
2. Definitions. 1
3. Attachments 1
4. Availability 1
5. Program Procedures 2
6. Payment Procedures. 2
7. Program Records 3
,8. Program Reports. 3
9. Program Audits 3
10. Disposal. 4
Attachment 1 (Reimbursable Conversions and Retrofits and
Payment Levels) 1
Attachment 2 (Schedule A -4) 1
Attachment 3 (Annual Energy Savings) 1
1. Program Overview. Bonneville shall pay the Utility for Conversion or
Retrofit of certain existing Street and Area Lighting, throughout the area
within the Region which is served by the Utility, in accordance with the
terms of this Exhibit.
2. Definitions.
(a) "Area Lighting" means all outside Larnps and Luminaires, other than
Street Lighting, owned by an Electric Utility or governmental
juri sdiction.
(b) "Conversion" means the permanent replacement of a Luminaire and the
replacement of the Lamp.
(c) "Lamp" means the light source of a Luminaire.
(d) "Luminaire" means a lighting unit exclusive of the Lamp.
(e) "Retrofit" means the permanent replacement of a portion of the
constituent parts of a Luminaire and the replacement of the Lamp.
(f) "Street Lighting" means all outside Lamps and Luminaires, owned by an
Electric Utility or governmental jurisdiction, which serve any
privately or publicly travelled pedestrian or vehicular thorouyhfare.
3. Attachments. Attachment 1 (Reimbursable Conversions ana Retrofits and
'Payment evels), Attachment 2 (Schedule A-4), and Attachment 3 (Annual
Energy Savings), are hereby made a part of this Exhibit.
4. Availability. The Program is available for Street and Area Lighting which
was installed prior to September 15, 1981, and which can be Converted to
lower wattage high pressure sodium (HPS), low- pressure sodium (LPS), or
metal halide (MH) vapor Luminaires or which can be Retrofitted to
accommodate lower wattage HPS, LPS, or MH vapor Lamps. The Utility agrees
that, subsequent to the Effective Date, it shall not install within the
Region Street and Area Lighting which qualifies for Conversion or Retrofit
under this Program. Reimbursable Conversions or ketrofits shall include
any Conversion or Retrofit to lower wattage HPS, LPS, or MH vapor
Luminaires or Lamps specified in Attachment 1 which was accomplished on or
after December-5, 1980.
Exhibit Page 1 of.4
Street aTi't7 Area Lighting
Efficiency Improvement Program II
Contract No. DE-14579-818P
Energy Conservation Agreement;
5 /14/82
Exhibit Page 2 of 4
Street a i Area Lighting
Efficiency Improvement Program II
Contract No. UE.4iS79 -81 bP
Energy Conservation Agreement
5/14/82
5. Program Procedures. To be eligible for payment, the Utility shall comply
with the following procedures:
(a) the Utility shall provide to Bonneville, within 30 days of the
Effective Date, an estimate of the types and quantities of
Luminaires, identified by wattage or lumen rating, in the Utility's
service area; the quantity of each type to be either Converted or
Retrofitted; and a projected schedule for such Conversions and
Retrofits. If this information has been submitted under a previously
executed Street and Area Lighting Efficiency Improvement Proyram, the
Utility need not resubmit the information in accordance with this
subsection;
(b) the Utility shall establish material and installation specifications
for Conversions and Retrofits;
(c) the Utility shall inspect each Conversion and Retrofit and document
that the materials and installation meet or exceed the specifications
established pursuant to subsection (b) above; and
(d) the Utility agrees to inform local lighting jurisdictions, in its
service area within the Region of the Utility's participation in this
Program.
6. Payment Procedures.
(a) Payments shall be made in accordance with the method, terns, and
procedures specified in the applicable Table of Exhibit b of the
Energy Conservation Agreement.
(b) The level of payment for each Conversion shall be the lesser of
(1) the sum of: (i) the fixed installation cost specified in
Attachment 1 for such Conversion, (ii) the actual cost of the
Luminaire, and (iii) the actual cost of the Lamp; or (2) the maximum
reimbursement level specified in Attachment 1 for such Conversion.
(c) The level of payment for each Retrofit shall be the lesser of (1) the
sum of: (i) the fixed installation cost specified in Attachment 1
for such Retrofit, and (ii) the actual material costs; or (2) the
maximum reimbursement level specified in Attachment 1 for such
Retrofit.
(d) If a Conversion or Retrofit meets the qualifications specified in
Footnote 1 to Attachment 1, a Conservation incentive of $b shall be
added to the fixed installation costs. This $5 will be in addition
to the maximum reimbursement level.
Exhibit Page 3 of 4
Street a Td Area Lighting
Efficiency Improvement Program II
Contract No. DE-$ S79 -b1 bP
E 1 4 rgy 2 Conservation Agreement
(e) If a governmental jurisdiction other than the Utility incurs all or a
portion of the costs of a Conversion or Retrofit, the Utility shall
reimburse such governmental jurisdiction from the funds the Utility
receives from Bonneville as follows:
(1) if such governmental jurisdiction performs the installation it
shall be reimbursed an amount, not to exceed the fixed
installation cost specified in Attachment 1, which reflects the
percent of the total installation costs incurred by such
governmental jurisdiction.
(2) i f a governmental jurisdiction purchases materials i t shall be
reimbursed for the actual cost of such materials, not to exceed
the maximum materials repayment specified in Attachment 1.
7. Program Records. The Utility shall maintain a record of the following
i'nf'ormation:
(a) the number and type of Conversions or Retrofits;
(b) the date and location of each Conversion or Retrofit;
(c) the date of inspection of each Conversion or Retrofit;
(d) supporting documents and records necessary for verification of costs
reimbursed by Bonneville;
(e) material and installation specifications for Conversions and
Retrofits; and
(f) supporting documents and records necessary to verify that the
requirements of section 10 below have been satisfies.
8. Program Reports. The Utility shall include a completed Attachment 2 with
the Monthly Financial Summary provided in accordance with the Program
Reports section of the Energy Conservation Agreement unless otherwise
agreed by the parties.
9. Program Audits.. Bonneville, at its expense, may:
(a) audit and examine Program records and accounts maintained by the
Utility pursuant to section 7 above and the Program Records section
of the Energy Conservation Agreement;
(b) request copies of such records or accounts for,audit purposes;
(WP- PCI -1146c
Exhibit Page 4 of 4
Street and Area Lighting
Efficiency Improvement Program II
Contract No. DE- MS79 -81 bP
Energy Conservation Agreement
5/14/82
(c) conduct random inspections of Conversions and Retrofits made under
this Program. All such inspections shall be arranged in advance with
the Utility. Should any Conversion or Retrofit be unavailable for
inspection, an alternative Conversion or Retrofit shall be selected
by Bonneville; and
(d) review Utility procedures employed in accomplishing the provisions of
this Program.
10. Disposal. The Utility shall render materials removed during Conversion or
Retrofit inoperable, so as not to contravene the purposes of this Program.
Fixed Maximum MaxiMun
Conversions or Retrofits (1) (3) Installation Materials Reimbursement
From To Cost Repayment Level
Mercury Vapor
1,000 Watt 400 Watt or lower HPS 3100 3200 3300
400 Watt or lower MH 3100 $2UU $300
180 Watt or lower LPS $100 3200 $3UU
700 Watt 400 Watt or lower HPS 31 00 $200 $300
250 Watt or lower MH 3100 3200 3300
180 Watt or lower LPS 3100 3200 3300
400 Watt 200 Watt or lower HPS 3100 $200 3300
250 Watt or lower MH 3100 3100 $21)0
135 Watt or lower LPS 3100 3200 3300
250 Watt 150 Watt or lower HPS 390 $110 3200
90 Watt or lower LPS $9U 3110 3200
175 Watt 100 Watt or lower HPS $90 $110 $200
55 Watt or lower LPS $9U 3110 3200
100 Watt 70 Watt HPS 390 40 $130
Lower than 70 Watt HPS (2) (2) (2)
Fluorescent
Attachment 1, Page 1 of 2
Street and Area Lighting
Efficiency Improvement Program II
Contract No. UE- MS79 -818P
Energy .Conservation Agreement
5/14/82
Reimbursable Conversions and Retrofits and Payment Levels
660 Watt 400 Watt or lower HPS 3100 3200 3300
400 Watt or lower MH $1 UU $200 330u
180 Watt or lower LPS 310U 3200 3300
400 Watt 200 Watt or lower HPS 3100 $200 3300
180 Watt or lower LPS 3100 3200 3300
192 Watt 150 Watt or lower HPS 90 3110 3200
135 Watt or lower LPS 9U 3110 3200
(1) Conversions or Retrofits to a wattage lower than the wattage specifically indicated
for such Conversion or Retrofit shall receive 35 per Conversion or Retrofit as a
Conservation incentive. This amount shall be in addition to the maximum
reimbursement level and shall be added to the fixed installation cost.
(2) Reimbursement for Conversions to a wattage lower than 7U Watt HPS shall be determined
by BPA upon application.
(3) Conversions or Retrofits which are:not listed specifically on Attachment 1 may be
eligible for payment under this Program. In making such determination bonnevi l l e
shall decide on a case -by -case basis taking lumen level and energy saving equivalents
into account. Utilities shall receive prior approval for such Conversion or ketrofit
from Bonneville before proceeding with such Conversions or Retrofits.
Incandescent
(WP- PCI -1146c
Attachment 1, Page 2 of 2
Street and Area Lighting
efficiency Improvement Program II
Contract No. DE- MS79 -810
Energy Conservation Agreement
5/14/82
Reimbursable Conversions and Retrofits and Payment Levels
Fixed Maximum Maximum
Conversions or Retrofits (1) Installation Materials kimbursement
From To Cost Repayment Level
15,000 Lumen: 175 Watt or lower MH 9U $110 $2UU
(860 Watt) 150 Watt or lower HPS 90 $11U $2UU
(715 Watt) 90 Watt or lower LPS 9U $110 $20u
10,000 Lumen: 100 Watt or lower HPS 9U $11U $2u0
(690 Watt) 90 Watt or lower LPS 9U $110 $200
(620 Watt) 175 Watt or lower MH 9U $110 $200
6,000 Lumen: 70 Watt or lower HPS 90 $110 $200
(448.Watt) 55 Watt or lower LPS 9U $110 $2Uu
(405 Watt)
4,000 Lumen: 70 Watt or lower HPS 9U $110 $200
(327 Watt) 55 Watt or lower LPS 90 $110 3200
(295 Watt)
2,500 Lumen: 7U Watt or lower HPS 90 $110 $2UU
(202 Watt)
(189 Watt)
(1) Conversions or Retrofits to a wattage lower than the wattage specifically
indicated for such Conversion Dr Retrofit shall receive an additional $5 per
Conversion or Retrofit as a conservation incentive. This amount shall be in adaition
to the maximum reimbursement level and shall be added to the fixed installation cost.
r r
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r IDENTIFICATION
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FR o r7
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700 watt !fly
5'oo Watt MU
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t.on trot t Mo. UE4S79-rr!nP
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STIIEET AND AREA LIGHTING EFFICIENCY i A"��°ap taw r40 �ery lgree+oee+,enr
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IDENTIFICATION
1. f tin Name o at
T Con/Ye 1A/A9 fee p7
fr
So e Beta_,)
1-
(3
ro
S treet aria Ar,d 1.1yhtliv
Efficiency Iriprovement Proyrala
Contract nu. Uk. -hS79-b'I
Energy
STREET AND AREA LIGHT ING EFFICIENCY /A4PR.OVE/%7E/V /-?■.4114q17')5/14/82 Lonservati on Agreement
SCHEDULE 44-
eon/roe/4 /low
C. D.
t"0
ce 5 Pr/Z.
4//c/eA514(
/4441-0_402/4 4
LeS r
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(c- v)
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r-w .-IrRcorty v., rz.^ MN •-•rT;)( ■•01Ur-'e LP5 —7 ,."e, s.,,g, cc,O,L,^..... c' h r. A% ir z .N. u E L 14s
7. A, .6 t lr 5 'set k vet! 5 p
TRAIsleAC 771 Rittearr la Colamw G. OF r Roof!' Sitiflir 0 r S4 u :::"1 54/3nIrpt LJAIE
t; TACV 4or/OA.: A 01A
Conversions or Retrofits
From To
Mercury Vapor
1,000 Watt
700 Watt
400 Watt
250 Watt
100 Watt
Fl uore scent
660 Watt
400 Watt HPS
400 Watt MH
180 Watt LPS
400 Watt HPS
310 Watt .HPS
250 Watt MH
180 Watt LPS
200 Watt HPS
250 Watt MH
135 Watt LPS
150 Watt HPS
100 Watt HPS
70 Watt HPS
90 Watt -LPS
100 Watt HPS
70 Watt HPS
55 Watt LPS
70 Watt HPS
Annual Energy Savings
Lifetime
(vears)
Attachment 3, Page 1 of 2
Street and Area Lighting
Efficiency .Improvement Program 1I
Contract No. DE- MS79 -818P
'Energy Conservation Agreement
5/14/82
20 2,870
20 2,870
20 3,65U
20
2U
20
20
20
20
20
20
20
20
20
20
20
20
20
Expected A nual Energy
Savings per Conversions
or Retrofit (kWh)*
1,370
1,810
1,960
2,140
880
560
9bU
450
620
790
540
290
460
45U
100
400 Watt MH 20 1,320
`400 Watt HPS 20 1,320
180 Walt I.PS 20 2,090-,‘
'200 Watt HPS 20 .s. .970
180 Watt LPS' 20.. 830
192 Watt 150 Watt 'HPS 20
135 Watt LPS 2
Computation was based on •4,200 hours burning time ;=per year and. fine:'
wattage for mercury vapor, HPS, and MH. Median circuit wattage over: tl
lifetime ,of the,,Luminaire -was used to caiculate
Conversions or Retrofit
From To
Incandescent
15,000 Lumen 150 Watt HPS
(860 Watt) 175 Watt MH
(715 Watt) 90 Watt LPS
10,000 Lumen 100 Watt HPS
(690 Watt) 175 Watt MH
(620 Watt) 90 Watt LPS
6,000 Lumen 70 Watt hPS
(448 Watt) 55 Watt LPS
(405 Watt)
4,000 Lumen 70 Watt HPS
(327 Watt) 55 Watt LPS
(295 Watt)
2,500 Lumen 70 Watt HPS
(202 Watt)
(189 Watt)
1,000 Lumen'
(102 Watt)
I 189 Watt).
r
Computation
wattage for
lifetime of
Annual Energy Savings
Lifetime
(nears)
Attachment 3, Page 2 of 2
Street and Area Lighting
Efficiency Improvement Program II
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
20
20
20
20
20
20
20
20
20
20
20
70 Watt HPS 20
Expected Annual 'Energy
Savings per Conversions
or Retrofit (kWh)*
860W
2,870
2,700
2,960
690W
2,320
1,990
2,250
448W
r:40
1,470
327W
970
960
440
1024
715W
2,380
2,090
2,350
620W
2,030
1,700
1,9b0
4U5W
1,sUU
1_,290
202W 189W
390
89W
26 1 -28)
was based on '4,200 hours burning time per year and line
mercury vapor, HPS, and MH. Median circuit wattage over the
the Luminaire was used to calculate savings for LPS.
AMENDATORY AGREEMENT
executed by the
UNITED STATES OF AMERICA
DEPARTMENT OF ENERGY
acting by and through the
BONNEVILLE POWER ADMINISTRATION
and
THE CITY OF PORT ANGELES
Amendatory Agreement No. 10 to
Contract No. DE MS79- 81BP90811
Energy Conservation Agreement
5/14/82
This AMENDATORY AGREEMENT, executed January 1, 1983 by the
UNITED STATES OF AMERICA, Department of Energy, acting by and through the
BONNEVILLE POWER ADMINISTRATION (Bonneville), and THE CITY OF PORT ANGELES
(Utility), a municipal corporation of the State of Washington,
WITNESSETH:
WHEREAS the parties hereto, on December 15, 1981, executed a conservation
contract (Contract No. DE- MS79- 81BP90811 which as amended is hereinafter
referred to as "Energy Conservation Agreement providing for the
implementation of certain conservation programs, and the parties desire to
amend such contract to implement either the attached Energy Buy -Back
Weatherization Program II or the attached Zero Interest Loan Weatherization
Program II and to make other necessary revisions;
NOW, THEREFORE, the parties hereto mutually agree as follows:
1. Effective Date of Agreement. This amendatory agreement shall be
effective as of 2400 hours on the date of execution (Effective Date).
2. Amendment of Energy Conservation Agreement. The Energy Conservation
Agreement is hereby amended as follows:
(a) Exhibit A is deleted and replaced by the attached Exhibit A
dated May 14, 1982.
(b) Any Energy Buy -Back Weatherization Program or Zero Interest Loan
Weatherization Program dated October 30, 1981, is deleted and replaced
with the attached Zero Interest Loan Weatherization Program,
dated May 14, 1982.
IN WITNESS WHEREOF, the parties hereto have executed this amendatory
agreement in several counterparts.
ATTEST:
By
Title e u
Date 9%2 //9F3
(WP- PCI- 1206c)
UNITED STATES OF AMERICA
Department of Energy
By
Bonneville Power
THE CITY OF PORT ANGELES
By /7 u�
Title Mayor
Date January 1, 1983
Conservation Program Offerings
1. Shower Flow Restrictor Program II dated May 14, 1982
2. Water Heater Wrap Program II dated May 14, 1982
Exhibit A, Page 1 of 1
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
3. Street and Area Lighting Efficiency Improvement Program II dated May 14,
1982
4. Commercial Conservation Program II Lighting and Water Heating dated
May 14, 1982
5. Energy Buy -Back Weatherization Program II /Zero Interest Loan
Weatherization Program II dated May 14, 1982
RESOLUTION NO. 99-F,2
A RESOLUTION of the City of Port Angeles
authorizing the Mayor to execute Amenda-
tory Agreement No. 10 to Contract No.
DE- MS79- 81BP90811 between the City of
Port Angeles and the Bonneville Power
Administration
WHEREAS, the City of Port Angeles and Bonneville Power
Administration entered into a contract on or about December 15,
1981, providing for the implementation of certain conservation
programs; and
WHEREAS, the parties desire to amend that agreement to
implement a zero- interest loan weatherization program method of
financing for the continuation of that contract;
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF
THE CITY OF PORT ANGELES: the Mayor and City Clerk and hereby
authorized and directed to execute Amendatory Agreement No. 10
to Contract No. DE- MS79- 81BP90811 between the City of Port
Angeles and Bonneville Power Administration, implementing the
zero interest loan Weatherization Program II.
DATED this 9tb day of mhy 19
ATTEST:
Marian C P arrish, City Clerk
APPROVED AS TO FORM:
Craig L Miller, City Attorney
s
CITY OF PORT ANGEL
P.O. BOX 1 150
PORT ANGELES, WASHINGTON 91
FIST T CLASS
5.4S
Elizabeth Howe
Bonneville Power Ac
415 1st Ave North,
Seattle, WA 98109
STATE OF WASHINGTON
ss
County of Clallam
I, the undersigned City Clerk of the City of Port Angeles, Washington,
do hereby certify that the hereto attached
"City of Port Angeles Resolution No. 29 -82"
is a true and correct copy of the document (s) indicated above.
WITNESS my hand and official seal this 20th day of August 19 82
City Clerk of the City of Port Angeles,
Washington
STATE OF WASHINGTON
ss
County of Clallam
I, the undersigned City Clerk of the City of Port Angeles, Washington,
do hereby certify that the hereto attached
"Contract No. DEMS7981BP- 5/14/8 Amendatory Energy
Conservation Agreement executed by the United States
of America Department of Energy acting by and through
the Bonneville Power Administration and the City of
Port Angeles."
is a true and correct copy of the document (s) indicated above.
WITNESS my hand and official seal this
20th day of August
19 82
45t -`z%_/. <Lit
City Clerk of the City of Port Angeles,
Washington
STATE OF WASHINGTON
ss
County of Clallam
I, the undersigned City Clerk of the City of Port Angeles, Washington,
do hereby certify that the hereto attached
"Amendatory Agreement No. 6 to Contract No. DE- MS79- 81BP90811
Energy Conservation Agreement 5/14/82- Amendatory Agreement
executed by the United States of America Department of Energy
acting by and through the Bonneville Power Administration and
The City of Port Angeles."
is a true and correct copy of the document (s) indicated above.
WITNESS my hand and official seal this 20th day of August 19 82
0
City Clerk of the City of Port Angeles,
Washington
STATE OF WASHINGTON
ss
County of Clallam
I, the undersigned City Clerk of the City of Port Angeles, Washington,
do hereby certify that the hereto attached
"Amendatory agreement No. 8 to Contract No. DEMS7981BP90811
Energy Conservation Agreement, 5 /14 /82- Amdendatory Agreement
executed by the United States of America Department of Energy
acting by and through the Bonneville Power Administration
and the City of Port Angeles."
is a true and correct copy of the document (s) indicated above.
WITNESS my hand and official seal this
19 82
20th ay of August
G/
City Clerk of the City of Port Angeles,
Washington
Department of Energy
Bonneville Power Administration
Puget Sound Area
415 First Avenue North, Room 250
Seattle, Washington 98109
In reply refer to OSC
Honorable Sam Haguewood
Mayor of the City of Port Angeles
P.O. Box 1150
Port Angeles, Washington 98362
Dear Mayor Haguewood:
Enclosed are one original and three authenticated copies of Contract No.
DE- MS79- 81BP90811, providing for Energy Conservation Agreement with Exhibit F
for the City of Port Angeles. These copies are for your records.
Sincerely,
March 29, 1982
Ai>
ge T. Reich
Acting Assistant Area Manager
for Power Management
Enclosures:
One Original Copy of Contract No. DE- MS79- 81BP90811
Three Authenticated Copies of Contract No. DE- MS79- 81BP90811
gleAL
ENERGY CONSERVATION AGREEMENT
executed by the
UNITED STATES OF AFRICA
DEPARTMENT OF ENERGY
acting by and through the
BONNEVILLE POWER ADMINISTRATION
and
THE CITY OF PORT ANGELES
Index to Sections
g", /;2A
km-ice/4/05R Ct)RRI7 P66,2#
Contract No. DE-MS79-81BP90811
7/10/81
Section Page
1. Definitions 3.
2. Term of Agreement 4
3. Entire Agreement 5
4. Amendment of Agreement 5
5. Exhibits 5
6. Programs 6
7. Publicity and Advertising 7
8. Training 8
9. Arrangements with Consumers 8
10. Limitation on Program Funds 8
11. Payment 9
6` F
Section Page
12. Consideration 10
13. Program Records 12
14. Program Reports 13
15. Program Audits 13
16. Indemnity 13
17. Disclaimer of Liability 14
18. Compliance With Law 14
19. Notices and Other Communications 14
20. Termination 15
21. Nature and Effect of Agreement 15
22. Assignment of Agreement 16
23. Governing Law 16
Exhibit A (Conservation Program Offerings)
Exhibit B (Payment Methods)
Exhibit C (Retroactive Reimbursement)
Exhibit D (Provisions Required by Statute or Executive Order)..
Exhibit E (Form BRA-1418-F, Monthly Financial Summary)
Exhibit F (Water Heater Wrap)
This AGREEMENT, executed December 15 1981, by the UNITED I
STATES OF AMERICA, Department of Energy, acting by and through the BONNEVILLE
POWER ADtitINISTRATION (Bonneville), and THE CITY OF PORT ANGELES
(Utility), a MUNICIPAL CORPORATION
WI TNESSETH:
MERD:AS Bonneville is required by the Pacific Northwest Electric Power
Planning and Conservation Act, P.L. 96 -501 (Act), to acquire resources through
cost effective conservation and to implement cost effective conservation
measures; and
WHEREAS Bonneville is obligated by such Act to make maximum practicable
use of its customers in implementing conservation measures or acquiring
resources which require direct arrangements with consumers; and
WHEREAS the parties intend to jointly implement measures to achieve
reductions in electric power consumption as a result of increased efficiency
of energy use;
NOW, THEREFORE, the parties hereto mutually agree as follows:
1. Definitions.
(a) -"Act" means the Pacific Northwest Electric Power Planning and
Conservation Act, Public Law 96 -501.
(b) "Conservation" means any reduction in electric power consumption as a
result of increases in the efficiency of energy use by a Consumer.
(c) "Consumer" means any end user of electric power in the Region.
(d) "Electric Utility" means a utility selling electric power to
Consumers in the Region or a Federal agency customer of Bonneville.
(e) "Energy Analysis" means an analysis based upon an on -site inspection
to estimate potential electric energy savings.from Measures and the cost of
achieving such savings.
(f) "Heat Transfer Methodology" means a procedure used to compute heat
loss or heat gain.
(g) "Installer" means an individual, partnership, corporation or other
entity, other than the Utility, which installs Measures covered by this
Agreement on behalf of the Consumer.
(h) "Measure" means an activity accomplished pursuant to this Agreement.
(i) "Program" means one or any combination of the Conservation programs
listed in Exhibit A attached to this Agreement.
(j) "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 75 air miles from the area referred to in
(1), which are a part of the service area of a rural electric cooperative
customer served by the Administrator of Bonneville on the effective date of
the Act which has a distribution system from which it serves both within and
without such region.
(k) "Residential Weatherization Pilot" means the pilot program offered by
Bonneville and selected by certain Electric Utilities in 1980.
2. Term of Agreement. Except as provided in section 11(a)(1) and
(b)(1), this Agreement becomes effective on the date of signing and shall
continue in effect until the earlier of September 8, 1982, or 60 days after
Bonneville offers a longer term contract for the Programs listed in Exhibit A
to all Electric Utilities.
All obligations made pursuant to this Agreement, including all
obligations to Onnstmers, shall be preserved until satisfied.
4
J
3. Entire Agreement. This Agreement sets forth the entire agreement of
the parties and supersedes any and all prior agreements with respect to the
subject matter of this Agreement. The rights and obligations of the parties
hereunder shall be subject to and governed by this Agreement, including the
Exhibits attached hereto. The headings used in this Agreement and in the
Exhibits are for convenient reference only and shall not affect the
interpretation of this Agreement.
4. Amendment of Agreement.
(a) Except as provided in subsections (b) and (c) below, the provisions
of this Agreement may be amended only by mutual written agreement of the
parties and only if the amendment is offered to all Electric Utilities.
(b) Bonneville may amend Exhibit A to reflect the listing of new,
revised, or terminated Programs.
(c) If Bonneville determines that any Program presents a health or safety
threat to Consumers, Bonneville shall notify all Electric Utilities
participating in such Program of the health or safety threat and provide all
Electric Utilities participating in such Program with a proposed amendment to
remove the health or safety threat. The proposed amendment shall contain such
revised specifications, payment or reimbursement procedures, or other terms as
are appropriate. All Electric Utilities participating in such Program shall
have 30 days within which to comment on the proposed amendment. Upon the
expiration of such 30 -day period, Bonneville shall consider the comments and
revise the proposed amendment if appropriate. The amendment shall then become
effective on the date specified therein.
5. Exhibits. Exhibit A (Conservation Program Offerings), Exhibit B
(Payment Methods), Exhibit C (Retroactive Reimbursement), Exhibit D
5
(Provisions Required by Statute or Executive Order), Exhibit E (Form
BPA- 1418 -F, Monthly Financial Summary), Exhibit F (Heater Wrap Progral,
Exhibit G (Street /Area Lighting are hereby made a part of this
Efficiency Improvement Program
Agreement.
6. Programs.
(a) The attached Exhibit A lists all Programs offered by Bonneville under
this Agreement.
(b) Bonneville warrants that each of the Programs has been offered to all
Electric Utilities.
(c) Any Electric Utility may later participate in any Program by
executing such Program Exhibit. Participation shall be in such Program as
amended.
(d) Each Program selected by the Utility is attached and incorporated
herein as an Exhibit, effective upon the date of its execution.
(e) Bonneville may at any time develop Programs in addition to those
listed in Exhibit A by (1) distributing a description of the proposed new
Program to all Electric Utilities for their review and comment;
(2) participating in mutual good faith negotiations with all Electric
Utilities regarding such proposal; and (3) considering all comments on the
proposal. Upon completing this process, Bonneville may offer the new Program,
provided it is offered to all Electric Utilities.
(f) If the Utility supplies firm power for resale to a second Electric
Utility that has not entered into an Energy Conservation Agreement with
Bonneville, the Utility may, with the consent of such second Electric Utility,
offer any of the Programs to Consumers of such second Electric Utility. The
terms and conditions of such arrangement shall be determined by the Utility
6
and
and the second Electric Utility and shall be consistent with the terms and
conditions of this Agreement.
7. Publicity and Advertising.
(a) Bonneville may inform the general public within the Region of the
existence of the Programs encompassed by this Agreement by such means as press
releases, speeches, public service announcements, or the like. When
applicable, such information shall indicate that the availability of Programs
may vary from area to area. To the extent that any such information imitates
that the Utility is participating in a Program, Bonneville, prior to its
distribution, shall advise the Utility and shall confirm that the Utility is
prepared to implement the Programs.
(b) In carrying out activities authorized under (a) above, Bonneville
shall not:
(1) Directly solicit participation in a Program by the Utility's
Consumers; or
(2) Mail informational materials to the Utility's Consumers
regarding a Program.
(c) Bonneville may, at its expense and upon request of the Utility, make
available to the Utility informational materials regarding the Programs.
(d) Local advertising regarding the Programs available pursuant to this
Agreement and all direct distribution of materials to the Utility's Consumers
shall be the responsibility of the Utility. The Utility shall advertise or
publicize each Program to the extent necessary to stimulate Consumer interest.
(e) The Utility shall not include in any Program advertising or publicity
representations concerning (1) warranties or (2) the terms of financing which
are offered to Consumers by Bonneville through the Utility, without
Bonneville's prior approval. Any such representations shall be sent to
7
Bonneville for review and shall be deemed approved unless objected to in
writing within 15 days after receipt.
(f) Bonneville shall reimburse the Utility for its costs of publicizing
and advertising Programs to the extent specified in each Program.
8. Training.
(a) The Utility shall be responsible for training and qualifying Energy
Analysts and Inspectors in accordance with procedures, standards, and
certification requirements as specified in each Program.
(b) Bonneville shall pay the Utility or the Utility's designee the actual
amount of the cost of such training, not to exceed the amount specified in
each attached Program Exhibit, for each Energy Analyst or Inspector who
sucessfully completes any examination which contains the elements specified in
such Program Exhibit. Bonneville shall not pay for training any Energy
Analyst or Inspector who has, prior to the effective date of such Program
Exhibit, successfully completed any examination substantially similar to an
examination specified in any such Program Exhibit. Bonneville shall not pay
for any Energy Analyst's or Inspector's salary, travel, meals, or lodging
during training.
9. Arrangements with Consumers. The Utility shall not unreasonably
discriminate among its Consumers in implementing Programs.
10. Limitation on Program Funds.
(a) Within 30 days after acceptance of the offer of any Program, the
Utility shall submit to Bonneville (1) a request for reimbursement pursuant to
Exhibit C; and (2) a budget for Measures to be accomplished pursuant to the
Program. Contingent upon the availability of Program funds, Bonneville shall
either approve the Utility's budget in whole or in part or inform the Utility
that no funds are currently available. Except as provided in subsection (b)
8
below, the request for reimbursement and the budget as approved shall
establish the total amounts which Bonneville is bound to pay, unless otherwise
agreed by the parties. In all other respects the budget shall be estimated
and nonbinding upon both parties. The budget shall separately estimate any
reimbursable administrative costs.
(b) Bonneville shall notify the Utility upon determining that the amount
of funds available for any Program may be exhausted before the normal
termination of such Program. Such notice shall be given no later than 90 days
before the date of projected exhaustion of funds. Bonneville shall use its
best efforts to obtain further funds to cover all Program expenses, including
seeking special Congressional approval.
(c) Within the total amounts established in 10(a)(2) above, Bonneville
shall pay for Measures: (1) that are scheduled or completed prior to the date
of such notice; or (2) that are completed pursuant to an Energy Analysis that
was scheduled prior to the date of such notice and performed either prior to
the date of such notice or within 60 days of such notice.
11. Payment.
(a) Amounts. Subject to the availability of funds as provided in section
10, Bonneville shall pay the Utility: (1) for measures accomplished under a
Utility program on or after December 5, 1980, and prior to the effective date
of the applicable Program Exhibit, the amount determined in accordance with
Exhibit C; and (2) for Measures accomplished on or after the effective date of
the applicable Program Exhibit, the amount determined pursuant to such Program
Exhibit.
9
(b) Methods of Payment.
(1) For Utility measures accomplished on or after December 5, 1980,
and prior to the effective date of a Program Exhibit, the method of
payment available to the Utility is set forth in Exhibit C.
(2) For Measures accomplished on or after the effective date of a
Program Exhibit, the methods of payment available to the Utility are set
forth in Exhibit B. Unless the Utility selects the Letter of Credit
payment method, Exhibit B, Table 2, which requires that if the Letter of
Credit method is used all Utility Programs be funded by the Letter of
Credit method, the Utility shall select one of the payment methods in
Exhibit B for each Program in which the Utility participates. The
selected payment method shall be referenced in each Program Exhibit and
shall govern payment by Bonneville to the Utility.
(3) If the Utility is not a firm requirements power sales customer
of Bonneville on the effective date of this Agreement, it may elect to
delay the receipt of payments allowed under subsection 11(a) above until
it executes a firm requirements power sales contract with Bonneville,
providing that such execution occurs prior to September 8, 1982. Election
is made by submitting written notice at the time of execution of this
Agreement. If the Utility makes such election but does not execute a firm
requirements power sales contract with Bonneville prior to September 8,
1982, Bonneville shall not make any payments to the Utility and the
Utility shall have no responsibility to Bonneville under subsection 12(a)
below.
12. Consideration. In consideration for Bonneville's payments to the
Utility pursuant to the terms and conditions of this Agreement, the Utility
agrees to the following:
10
(a) If the Utility is not a party to a firm requirements power sales
contract with Bonneville on the effective date of this Agreement and has not
executed such a contract prior to September 8, 1982, for each Measure paid for
by Bonneville, the Utility shall provide to Bonneville an amount of energy
equivalent to 1 year's Conservation resulting from such Measure, such amount
to be specified in a separate attachment to each Program Exhibit. Scheduling
of such energy shall be according to subsection (b) below. The Utility shall
also return Bonneville's payments to the Utility to the extent provided by the
following formula:
where:
L 1
R (BPA payments to the Utility) x Lm
R reimbursement to Bonneville
L useful life of Measure, not to exceed 20 years.
Reimbursement shall be accomplished by a lump -sum payment prior to
December 31, 1982, or, at the Utility's discretion, in no more than twelve
equal monthly installments. If reimbursement is accomplished by
installments, a rate of interest equivalent to Bonneville's average
Treasury borrowing interest rate for the period of time between the
effective date of this Agreement and September 8, 1982, shall be applied
to the outstanding balance. If the Utility, after initiating such
installment payments, executes a firm requirements power sales contract
with Bonneville, the Utility shall from the date of such execution no
longer be obligated to make any further installment payments to Bonneville
under this subsection, and Bonneville shall forgive all remaining
installment payments due after the date of such execution.
11
(b) Energy to be provided to Bonneville pursuant to subsection (a)
above shall be delivered as mutually agreeable between September 8, 1982,
and April 15, 1983.
(c) If the Utility is a firin requirements power sales customer of
Bonneville on the effective date of this Agreement, or becomes such a
customer during the term of this Agreement, and if the Utility ceases to
be such a customer during the useful life of any Measure accomplished
pursuant to this Agreement, the Utility shall return Bonneville's payments
to the Utility to the extent provided by the following formula:
where:
L Y
R (BPA payments to the Utility)x m
I m
R reimbursement to Bonneville
L useful life of Measure, not to exceed 20 years
Y number of years expended in useful life.
Reimbursement shall be made in a lump sum payment within 3 months of
termination of the firm requirements power sales contract, or, at the
Utility's discretion, in no more than twelve equal monthly installments.
If reimbursement is accomplished by installments, interest shall be
charged on the outstanding balance at Bonneville's average Treasury
borrowing interest rate for the period of time between the effective date
of this Agreement and September 8, 1982.
13. Program Records.
(a) Records maintained by the Utility for each Program in which the
Utility is participating shall contain the information specified in each
such Program Exhibit. Unless otherwise specified in a Program Exhibit,
12
the records shall be maintained by the Utility in a form determined solely
by the Utility, so long as the requirements of subsection (b) below are
met. The Utility shall keep all records required by each Program Exhibit
for 3 years after termination of each such Program Exhibit, unless
otherwise specified in such Program Exhibit. Further, the Utility shall
provide 90 days written notice to Bonneville prior to destruction of any
such records.
(b) Program records shall be established and maintained in accordance
with generally accepted accounting principles consistently applied, and in
conformance with applicable laws and Federal regulations, including the
provisions of the Privacy Act of 1974. A summary of the system of records
developed by Bonneville to comply with the Privacy Act shall be supplied
by Bonneville.
14. Program Reports. The Utility shall submit to the appropriate
Bonneville official no later than the 10th calendar day of each month
completed Exhibit E and the appropriate Program schedules, unless
otherwise agreed by the parties.
15. Program Audits. Bonneville may, upon reasonable notice, conduct
such audits, examinations, or inspections of the Utility's Program
records, as specified in section 13 of this Agreement and in the Program
Exhibits, and the Utility's procedures under the terms of this Agreement
as it deems appropriate. The number, timing, and extent of such audits
will be at the discretion of Bonneville, may be conducted by Bonneville
staff or its designee, and shall be in accordance with audit standards
established by the Comptroller General of the United States.
16. Indemnity. Each party to this Agreement shall indemnify and hold
harmless the other party and its respective officers, agents and employees
13
from and against all claims, damages, losses and expenses, including, but
not limited to, reasonable attorney's fees, arising from the negligent or
other tortious acts or omissions of the officers, agents or employees of
the party from whom indemnity is sought.
17. Disclaimer of Liability.
(a) Neither Bonneville nor the Utility shall be liable to the other
party, or to a Consumer, for acts or omissions of Installers or other
independent contractors. Installers or other independent contractors
participating in any of the Programs under this Agreement shall not be
considered either officers, agents or employees of either Bonneville or
the Utility.
(b) Installers or other independent contractors contracting with the
Utility or Bonneville to implement the provisions of this Agreement shall
be required to indemnify and hold the Utility and Bonneville harmless for
all claims, damages, losses, and expenses arising from the negligent or
other tortious acts or omissions of such Installers or other independent
contractors, their officers, agents or employees.
18. Compliance With Law. This Agreement, if and to the extent
required by applicable law, is subject to Exhibit D, Provisions Required
by Statute or Executive Order.
19. Notices and Other Communications. Any notice, request, approval,
consent, instruction, or other communication given by either party to the
other party shall be in writing and shall be delivered in person or mailed
to the address and to the attention of the person specified below:
14
If to Bonneville: Bonneville Power Administration
415 1st Ave. N.. Room 250
Seattle. Washington 98109
Attn: Guy M. Hughes
If to the Utility: cit of Pnrt Angp1Pc
140 Nest Front Street
nrt Ang l PC Wachingtnn (1R369
A Attn: Tamasin Sternpr
Either party may from time to time change such address by giving the
other party notice of such change in accordance with the provisions of
this section.
20. Termination.
(a) The Utility may, for its convenience, terminate this Agreement or
may terminate its participation in any of the Programs under this
Agreement by giving Bonneville 30 days written notice of such
termination. In the event of such termination, the Utility shall use its
best efforts to minimize the compensation payable under this Agreement.
(b) Bonneville may terminate this Agreement if Bonneville determines
that the Utility's Program procedures, records, or accounts do not conform
with the requirements of this Agreement and that the Utility has failed to
correct the nonconformance within a reasonable time after written notice
of the nonconformance from Bonneville.
21. Nature and Effect of Agreement. The parties acknowledge that
this Agreement was prepared and executed as a short -term, program specific
agreement. This Agreement is intended to provide a means of early
implementation of Bonneville Conservation Programs unuer the Act. The
parties to this Agreement expect to enter into a more comprehensive,
longer term agreement to be of general effect for implementing regionwide
Conservation programs under the Act. Bonneville will offer such long -term
agreement to the Utility, and to all Electric Utilities, at least 60 days
15
prior to the expiration of this Agreement. The use of any definition,
term or provision in this Agreement shall in no way serve as precedent or
prejudice either party's position in the negotiation of such long -term
agreement.
22. Assignment of Agreement. The Utility may assign any of the
rights, benefits, and remedies conferred upon it by this Agreement to a
third person or entity, when such assignment would assist the Utility in
financing any portion of the cost of a Conservation Program being
implemented under this Agreement. Any other assignment by the Utility
shall not be made without the prior written consent of Bonneville, which
consent shall not be unreasonably withheld.
16
23. Governing Law. The rights and obligations under this Agreement
of the Utility and, to the extent applicable to the Federal government,
Bonneville shall be governed by the laws of the state in which the
headquarters of the Utility are located.
IN WITNESS WHEREOF, the parties have executed this Agreement in
several counterparts.
ATTEST:
By ze�
Title CITY CLERK
Date December 15, 1981
(WP- PCI -00 24c)
UNITED STATES OF AMERICA
Department of Energy
17
l ,A
Bonneville Power ,ministrator
Utility
THE CITY OF PORT ANGELES
By C7
Title MAYO•j
1. Shorter Flow Restrictor Progran
Water Heater Wrap Progran
3. Street ant+ Area Lighting Efficiency Inprovenent Program
(WP- Pr.T- 0073c)
Conservation Progran Offerings
EXHIBIT A
Contract No. DE- MS79 -81BP 90811
Energy Conservation Agreement
Cost Reimbursement Method
Payment Methods
EXHIBIT B
Table 1, Page 1 of 1
Contract No. DE- MS79- 81BF9.0811
Energy Conservation Agreement
Utility City of Port Angeles
1. Payment shall be computed based upon levels of reimbursement specified
in each Program Exhibit.
2. The Utility shall submit monthly to Bonneville a completed Form
BPA- 1418 -F, Monthly Financial Summary, with applicable schedules.
3. Within 30 days of receipt of the Monthly Financial Summary Bonneville
shall reimburse the Utility.
Letter of Credit Method
Payment Methods
EXHIBIT B
Table 2, Page 1 of 2
Contract No. DE MS -81 BP 90811
Energy Conservation Agreement
Utility _airy of Port Angeles
1. This is a method whereby Bonneville provides operating funds to the
Utility to fund its conservation activities. Funds are provided in
advance of actual expenditures by the Utility and provide the Utility
with control over its daily financial operations. This method is
available if Bonneville has, or expects to have, a contractual
relationship under this Agreement with the Utility which will last
one year and involve annual advances aggregating at least $120,000.
One letter of credit will be used to provide funding for all Utility
Programs.
2. Duties of the Utility.
(a) The Utility shall notify Bonneville of the name and address of
the commercial bank (Bank) which has agreed to receive payment
vouchers (TSF S401) and shall request an amount computed
pursuant to Bonneville issued instructions.
(b) The Utility shall submit properly completed signature card
(SF 1194) to Bonneville. The Utility shall also submit properly
completed payment vouchers to the Bank for the amount of the
advance desired. Such payment vouchers shall be submitted to
the Bank as close as is administratively possible to the
issuance of checks for program disbursements.
(c) The Utility shall make timely reports of cash disbursements and
balances to Bonneville.
(d) The Utility shall provide for effective control over and
accountability for all Federal funds.
(e) The Utility shall establish internal operating procedures
including but NOT limited to:
(1) the correct preparation and distribution of prescribed
forms;
(2) monitoring of drawdowns and reviewing of other financial
practices to insure against excessive withdrawals of
Federal funds; and
(3) remedial measures to correct excessive withdrawals of
cash.
(f) Subsections (a) through (e) above shall apply to any agent of
the Utility authorized to use such letter of credit.
3. Duties of Bonneville.
EXHIBIT B
Table 2, Page 2 of 2
Contract No. DE- MS79 -81BP- 90811
Energy Conservation Agreement'
Utility City of Port Angeles
(a) Bonneville shall establish the amount of the letter of credit
(SF 1193) and record an obligation in its accounts equal to such
amount.
(b) Bonneville shall transmit a certified letter of credit and
signature card (SF 1194) to the Department of Treasury (DOT).
The DOT shall then transmit a letter of credit ana signature
card to the appropriate Federal Reserve Bank.
(c) Bonneville shall designate one of its own officials as a liaison
officer with the DOT.
(d) Bonneville shall furnish instructions to the Utility which
provide the procedures for the letter of credit method of
payment.
(e) Bonneville shall revoke any unobligated portion of the letter of
credit upon determination that the Utility has failed to comply
with the instructions referenced in subsection (d) above. A
timely reconciliation of expenditures and advances shall be made
and disbursement made to the appropriate party.
Treasury Check Advance Method
(e)
3. Duties of Bonneville.
Payment Methods
EXHIBIT B
Table 3, Page 1 of 2
Contract No. DE- MS79 -81BP 90811
Energy Conservation Agreement
Utility City of Port Angeles
1. This is a method whereby Bonneville authorizes advances by direct
Treasury check to the Utility immediately prior to disbursement.
This method is available when the annual aggregate advance is less
than $120,000 OR the term of the Program Exhibit does not exceed
1 year.
2. Duties of the Utility.
(a) The Utility shall request an amount by submitting to Bonneville
a completed Form EPA-1418-F, Mbnthly Financial Summary.
(b) The Utility shall submit a certified monthly estimate of
reimbursable expenditures to Bonneville at least 20 days in
advance of disbursement. The Utility shall reduce the amount so
requested by the amount of any undisbursed advance which is
outstanding to the Utility.
(c) The Utility shall deposit the Treasury check and shall limit
disbursements to only those for Program expenses incurred.
(d) The Utility shall submit to Bonneville a completed Mrrnthly
Financial Summary with applicable schedules showing the amount
of Program disbursements made each day, and the dates and
amounts of Program advances received.
Within 30 days of revocation of the award the Utility shall
return to Bonneville any undisbursed advance funds.
(a) Bonneville shall review the Utility's request for an advance and
make the necessary award. Bonneville shall record such award as
an obligation in its accounts.
(b) Bonneville shall designate a Bonneville employee as Program
Officer. The Program Officer shall review payment requests and
shall authorize advances as warranted.
EXHIBIT B
Table 3, Page 2 of 2
Contract No. DE- MS79 -81BP 90811
Energy Conservation Agreement
Utility City of Port Angeles
(c) The Program Officer shall review the l"bnthly Financial Summary
and shall authorize approved expenditures as credits against any
advances.
(d) Bonneville shall revoke any award under this method if the
Utility fails to comply with the procedures referenced in
section 2 above. A timely reconciliation of expenditures and
advances shall be made and disbursement made to the appropriate
party.
Payment Methods
Thirty -Day Working Capital Advance Method, Option I
EXHIBIT B
Table 4, Page 1 of
Contract No. DE- MS79 -81BP 908
Energy Conservation Agreement
Utility City of Port Angeles
1. This is a method whereby Bonneville advances sufficient funds to the
Utility to equal the Utility's estimated reimbursable Program
expenses for the first 30 days of the Program.
2. Duties of the Utility.
(a) The Utility shall estimate the reimbursable Program expenses for
the first 30 days of the Program and request an advance equal to
such estimated expenses. Such advance shall be requested by
submitting to Bonneville a completed Form BPA- 1418 -F, Monthly
Financial Summary.
(b) The Utility shall deposit the advance check and issue Program
expenditure checks as needed.
(c) The Utility shall comply with the certification of expenditure
procedures of Table 3, Section 2.
(d) If the Program continues for longer than 30 days, the Utility
shall convert to the Cost Reimbursement Method and shall follow
the procedures contained in Table 1. Any undisbursed portion of
the working capital advance which is outstanding to the Utility
on the date of conversion shall either be returnea to Bonneville
within 30 days of such date or shall be used to reduce the
amount due to the Utility under its first request for additional
funds pursuant to the provisions of the succeeding method of
payment.
(e) If the Program terminates within the first 30 days, there shall
be a reconciliation of advances and Program expenditures and any
differences disbursed, within a reasonable time, to the
appropriate party.
3. Duties of Bonneville.
(a) Bonneville shall review the Utility's request for an advance and
determine if the amount of such advance is acceptable.
EXHIBIT B
Table 4, Page 2 of 2
Contract No. DE- MS79 -81BP 90811
Energy Conservation Agreement
Utility City of Port Angeles
(b) Upon determination by Bonneville that the amount of such advance
is acceptable, Bonneville shall authorize the advance fund
request.
(c) Bonneville shall revoke any award made under this method if the
Utility fails to comply with the procedures referenced in
section 2 above. A timely reconciliation of expenditures and
advances shall be made and disbursement made to the appropriate
party.
r
2. Duties of the Utility.
3. Duties of Bonneville.
EXHIBIT B
Table 5, Page 1 of 1
Contract No. DE- MS79 -81BP 90811
Energy Conservation Agreement
Utility City of Port Angeles
Payment Methods
Thirty -Day Working Capital Advance Method, Option II
1. This is a method whereby Bonneville advances sufficient funds to the
Utility to equal the Utility's estimated reimbursable Program
expenses for the first 30 days of the Program.
(a) The Utility shall estimate the reimbursable Program expenses for
the first 30 days of the Program and request an advance equal to
such estimated expenses. Such advance shall be requested by
submitting to Bonneville a completed Form BPA- 1418 -F, Monthly
Financial Summary.
(b) The Utility shall deposit the advance check and issue Program
expenditure checks as needed.
(c) The Utility shall comply with the certification of expenditure
procedures of Table 3, Section 2.
(d) If the Program continues for longer than 30 days, the Utility
shall convert to the letter of credit method and shall follow
the procedures contained in Table 2. Any undisbursed portion of
the working capital advance which is outstanding to the Utility
on the date of conversion shall either be returned to Bonneville
within 30 days of such date or shall be used to reduce the
amount due to the Utility under its first request for additional
funds pursuant to the provisions of the succeeding method of
payment.
(e) If the Program terminates within the first 30 days there shall
be a reconciliation of advances and Program expenditures and any
differences disbursed, within a reasonable time, to the
appropriate party.
(a) Bonneville shall review the Utility's request for an advance and
determine if the amount of such advance is acceptable.
(b) Upon determination by Bonneville that the amount of such advance
is acceptable, Bonneville shall authorize the advance fund
request.
(c) Bonneville shall revoke any award made under this method if the
Utility fails to comply with the procedures referenced in
section 2 above. A timely reconciliation of expenditures and
advances shall be made and disbursement made to the appropriate
party.
2. Duties of the Utility.
3. Duties of Bonneville.
Payment Methods
EXHIBIT B
Table 6, Page 1 of 1
Contract No. DE- MS79 -81BP 90811
Energy Conservation Agreement
Utility City of Port Angeles
Thirty -Day Working Capital Advance Method, Option III
1. This is a method whereby Bonneville advances sufficient funds to the
Utility to equal the Utility's estimated reimbursable Program expenses for the
first 30 days of the Program.
(a) The Utility shall estimate the reimbursable Program expenses for
the first 30 days of the Program and request an advance equal to
such estimated expenses. Such advance shall be requested by
submitting to Bonneville a completed Form BPA- 1418 -F, Monthly
Financial Summary.
(b) The Utility shall deposit the advance check and issue Program
expenditure checks as needed.
(c) The Utility shall comply with the certification of expenditure
procedures of Table 3, Section 2.
(d) If the Program continues for longer than 30 days, the Utility
shall convert to the direct treasury check advance method and
shall follow the procedures contained in Table 3. Any
undisbursed portion of the working capital advance which is
outstanding to the Utility on the date of conversion shall
either be returned to Bonneville within 30 days of such date or
shall be used to reduce the amount due to the Utility under its
first request for additional funds pursuant to the provisions of
the succeeding method of payment.
(e) If the Program terminates within the first 30 days there shall
be a reconciliation of advances and Program expenditures and any
differences disbursed, within a reasonable time, to the
appropriate party.
(a) Bonneville shall review the Utility's request for an advance and
determine if the amount of such advance is acceptable.
(b) Upon determination by Bonneville that the amount of such advance
is acceptable, Bonneville shall authorize the advance fund
request.
(c) Bonneville shall revoke any award made under this method if the
Utility fails to comply with the procedures referenced in
section 2 above. A timely reconciliation of expenditures and
advances shall be made and disbursement made to the appropriate
party.
Payment Methods
Revolving Working Capital Advance Method
2. Duties of the Utility.
3. Duties of Bonneville.
(WP- PCI- 0024c)
EXHIBIT B
Table 7, Page 1 of 1
Contract No. DE- MS79 -81BP 90811
Energy Conservation Agreement
Utility City of Port Angeles
1. This is a method whereby Bonneville advances funds to the Utility in
an amount equal to the estimated amount due to the Utility from Bonneville for
Conservation activities completed during the first month of the Program.
Thereafter, but not less frequently than monthly, Bonneville shall increase
the advance fund upon receipt of monthly certification of actual expenditures.
(a) The Utility shall make a request for a revolving working capital
advance by submitting to Bonneville a completed Form BPA- 1418 -F,
Monthly Financial Summary.
(b) The Utility shall certify expenditures and request replenishment
of the advance on a monthly basis.
(c) If the Program terminates within the first month, the Utility
shall submit a reconcilation of advances and expenditures in a
timely manner. Any difference shall be disbursed to the
appropriate party within a reasonable time.
(a) Bonneville shall review the Utility's request for an advance and
approve it if providing such advance is advantageous to
Bonneville.
(b) Bonneville retains the right to adjust the working capital fund
as necessary in accordance with information furnished pursuant
to subsection 2(b) above.
(c) Bonneville shall revoke this advance funding method upon
determination that the Utility has failed to comply with the
procedures referenced in section 2 above. A timely
reconcilation of expenditures and advances shall be made and
disbursement made to the appropriate party.
Retroactive Reimbursement
EXHIBIT C, Page 1 of 2 90811
Contract No. DE- ,MS79 -81BP
Energy Conservation Agreement
Utility City of Port Angeles
Bonneville shall reimburse the Utility as specified below for Utility measures
which are similar to those Measures under the Program selected by the Utility
and which were accomplished under a Utility program on or after December 5,
1980, and prior to the effective date of the applicable Program Exhibit.
1. A measure must be "similar" to a Measure selected by the Utility for
participation under this Agreement. "Similar" means that a measure
accomplishes the same purpose as and is comparable to a Measure
covered by this Agreement in enough ways that its effectiveness can
be evaluated to a reasonable degree of certainty.
The Utility shall supply Bonneville with the Utility's Heat Transfer
Methodology and analysis standards and material and installation
specifications.
2. Should a Program under this Agreement specify procedures for indexing
Heat TYansfer Methodologies, then the Utility shall apply, and
Bonneville shall review, the application of such indexing procedures
to measures submitted for retroactive reimbursement.
3. As to each measure for which it requests retroactive reimbursement,
the Utility shall certify to Bonneville (a) that the installation was
made pursuant to a Utility energy analysis where reimbursement to the
Consumer for a similar Measure under this Agreement is made
contingent on an Energy Analysis; and (b) that the installation
(i) when required by the similar Measure, was inspected, and
(ii) conforms to the standards and specifications contained in the
Utility's program.
The Utility shall request retroactive reimbursement using the same
form /format as pertains to the appropriate Program, which shall
clearly indicate that it is a request for retroactive reimbursement.
4. Retroactive reimbursement amounts shall be governed by provisions in
the applicable Programs established under this Agreement.
5. The Utility shall use funds received under this Exhibit in the same
manner as prescribed by the Program Exhibit.
6. When the Utility has participated in a Bonneville pilot program,
retroactive payments will be reduced by the amounts already paid
under the pilot program.
EXHIBIT C, Page 2 of 2
Contract No. DE- MS79 -81BP g08i1
Energy Conservation Agreement
Utility city of Port Angeips
7. The Utility shall maintain records that will allow vertification of
the certification of the items specified in section 3. This
verification process may he a part of any Bonneville audit pursuant
to this Agreement. The Utility shall also maintain supporting
documents and records for verification of costs to be reimbursed
pursuant to this Exhibit.
8. Subject to the availability of funds, Bonneville shall pay the amount
owing to the Utility under this Exhibit in a lump sum or in no more
than six equal monthly installments, without interest, commencing
30 days after the Utility submits its claims for reimbursement under
this Exhibit.
(WP -PC 002
EXHIBIT D, Page 1 of 11
Contract No. DE MS79 81BRO811
Energy Conservation Agreement
Utilit y city of Port Angel
Provisions Required by Statute or Executive Order
1. Contract Work Hours and Safety Standards. This contract, to the
extent that it is or a cnaracter specified in the Contract Work Hours
and Safety Standards Act (40 U.S.C. 327 -333), is subject to the
following provisions and to all other applicable provisions and
exceptions of such Act and the regulations of the Secretary of Labor
thereunder.
(a) Overtime Requirements. No Contractor or subcontractor
contracting tor any part of the contract work which may require
or involve the employment of laborers, mechanics, apprentices,
trainees, watchmen, and guards shall require or permit any
laborer, mechanic, apprentice, trainee, watchman, or guard in
any workweek in which he is employed on such work to work in
excess of eight hours in any calendar day or in excess of
40 hours in such workweek on work subject to the provisions of
the Contract Work Hours and Safety Standards Act unless such
laborer, mechanic, apprentice, trainee, watchman, or guard
receives compensation at a rate not less than one and one -half
times his basic rate of pay for all such hours worked in excess
of eight hours in any calendar day or in excess of 40 hours in
such workweek, whichever is the greater number of overtime hours.
(b) Violation; liability for unpaid wages; liquidation of damages.
In the event of any violation of the provisions or suo-
section (a), the Contractor and any subcontractor responsible
therefor shall be liable to any affected employee for his 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 eacn
individual laborer, mechanic, apprentice, trainee, watchman, or
guard employed in violation of the provisions of subsection (a)
in the sum of $10 for each calendar day on which such employee
was required or permitted to be employed on such work in excess
of 8 hours or in excess of his standard workweek of 40 hours
without payment of the overtime wages required by subsection (a).
(c) Withholdin for unpaid wages and liquidated damages. The
Administrator may withhold from the Government Prime Contractor,
from any moneys payable on account of work performed by the
Contractor or subcontractor, such sums as may administratively
be determined to be necessary to satisfy any liabilities of such
Contractor or subcontractor for unpaid wages and liquidated
damages as provided in the provisions of subsection (b) above.
EXHIBIT D, Page 2 of 11
Contract No. DE- MS79 -81BP 90811
Energy Conservation Agreement
Utility City of Port Angeles
(d) Subcontracts. The Contractor shall insert subsections (a)
Tnrougn (d) of this section in all subcontracts, and shall
require their inclusion in all subcontracts of any tier.
(e) Record. The Contractor shall maintain payroll records
containing the information specified in 29 CFR 516.2(a). Such
records shall be preserved for 3 years from the completion of
the contract.
2. Convict Labor. In connection with the performance of work under this
contract, the Contractor agrees not to employ any person undergoing
sentence of imprisonment except as provided by Public Law 89 -176,
September 10, 1965, (18 U.S.C. 4082(c)(2)) and Executive Order 11755,
December 29, 1973.
3. Equal Employment Opportunity. (The following clause is applicable
unless tnis contract is exempt under the rules, regulations, and
relevant orders of the Secretary of Labor (41 CFR, ch. 60)).
During the performance of this contract, the Contractor agrees as
follows:
(a) The Contractor will not discriminate against any employee or
applicant for employment because of race, color, religion, sex,
or national origin. The Contractor will take affirmative action
to ensure that applicants are employed, and that employees are
treated during employment, without regard to race, color,
religion, sex, or national origin. Such action shall include,
but not be limited to, the following: employment, upgrading,
demotion, or transfer; recruitment or recruitment advertising;
layoff, or termination; rates of pay or other forms of
compensation; and selection for training, including
apprenticeship. The Contractor agrees to post in conspicuous
places, available to employees and applicants for employment,
notices to be provided by the Administrator setting forth the
provisions of this clause.
(b) The Contractor will, in all solicitations or advertisements 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.
EXHIBIT D, Page 3 of 11
Contract No. DE- MS79- 81BP90811
Energy Conservation Agreement
Utility city of Port Atgeaes
(c) The Contractor will send to each labor union or representative
of workers with which he has a collective bargaining agreement
or other contract or understanding, a notice, to be provided by
the Administrator, advising the labor union or workers'
representative of the Contractor's commitments under this Equal
Opportunity clause, and shall post copies of the notice in
conspicuous places available to employees and applicants for
employment.
(d) The Contractor will comply with all provisions of Executive
Order No. 11246 of September 24, 1965, and of the rules,
regulations, an relevant orders of the Secretary of Labor.
(e) The Contractor will furnish all information and reports required
by Executive Order No. 11246 of September 24, 1965, and by the
rules, regulations, and orders of the Secretary of Labor, or
pursuant thereto, and will permit access to his books, records,
and accounts by the contracting agency and the Secretary of
Labor for purposes of investigation to ascertain compliance with
such rules, regulations, and orders.
(f) In the event of the Contractor's noncompliance with the Equal
Opportunity clause of this contract or with any of the said
rules, regulations, or orders, this contract may be cancelled,
terminated, or suspended, in whole or in part, and the
Contractor may be declared ineligible for further Government
contracts in accordance with procedures authorized in Executive
Order No. 11246 of September 24, 1965, and such other sanctions
may be imposed and remedies invoked as provided in Executive
Order No. 11246 of September 24, 1965, or by rule, regulations,
or order of the Secretary of Labor, or as otherwise provided by
Law.
(g) The Contractor will include the provisions of paragraphs (a)
through (g) in every subcontract or purchase order unless
exempted by rules, regulations, or orders of the Secretary of
Labor issued pursuant to section 204 of Executive Order
No. 11246 of September 24, 1965, so that such provisions will be
binding upon each subcontractor or vendor. The Contractor will
take such action with respect to any subcontract or purchase
order as the contracting agency may direct as a means of
enforcing such provisions, including sanctions for
noncompliance; provided, however, that in the event the
Contractor becomes invoivea in or is threatened with, litigation
with a subcontractor or vendor as a result of such direction by
the contracting agency, the Contractor may request the United
States to enter into such litigation to protect the interests of
the United States.
EXHIBIT D, Page 4 of 11
Contract No. DE- MS79 -8113P 90811
Energy Conservation Agreement
Utility City of Port Angeles
4. Interest of Member of Congress. No member of or delegate to
Congress, or resident commissioner shall be admitted to any share or
part of this contract or to any benefit that may arise therefrom, but
this provision shall not be construed to extend to this contract if
made with a corporation for its general benefits.
5. Affirmative Action for Handicapped Workers.
(a) The contractor will not discriminate against any enpiovee or
applicant for employment because of physical or mental handicap
in regard to any position for which the employee or applicant
for employment is qualified. The contractor agrees to take
affirmative action to employ, advance in employment and
otherwise treat qualified handicapped individuals without
discrimination based upon their physical or mental handicap in
all employment practices such as the following: Employment
upgrading, demotion or transfer, recruitment, advertising,
layoff or termination, rates of pay or other Forms of
compensation, and selection for training, including
apprenticeship.
(b) The contractor agrees to comply with the rules, regulations, and
relevant orders of the Secretary of Labor issued pursuant to the
Act.
(c) In the event of the contractor's noncompliance with the
requirements of this clause, actions for noncompliance may be
taken in accordance with the rules, regulations, and relevant
orders of the Secretary of Labor issued pursuant to the Act.
(d) The contractor agrees to post in conspicuous places, available
to employees and applicants for employment notices in a form to
be prescribed by the Director, provided by or through the
contracting officer. Such notices shall state the contractor's
obligation under the law to take affirmative action to employ
and advance in employment qualified handicapped employees and
applicants for employment, and the rights of applicants and
employees.
(e) The contractor will notify each labor union or representative of
workers with which it has a collective bargaining agreement or
other contract understanding, that the contractor is bound by
the terms of section 503 of the Rehabilitation Act of 1973, and
is committed to take affirmative action to employ and advance in
employment physically and mentally handicapped individuals.
EXHIBIT D, Page 5 of 11
Contract No. DE- MS79 -81BP 90811
Energy Conservation Agreement
Utility City of Port Angeles
(f) The contractor will include the provisions of this clause in
every subcontract or purchase order of $2,500 or more unless
exempted by rules, regulations, or orders of the Secretary
issued pursuant to section 503 of the Act, so that such
provisions will be binding upon each subcontractor or vendor.
The contractor will take such action with respect to any
subcontract or purchase order as the Director of the Office of
Federal Contract Compliance Programs may direct to enforce each
provisions, including action for noncompliance.
6. Affirmative Action for Disabled Veterans and Veterans of the Vietnam
tra.
(a) The contractor will not discriminate against any employee or
applicant for employment because he or she is a disabled veteran
or veteran of the Vietnam era in regard to any position for
which the employee or applicant for employment is qualified.
The contractor agrees to take affirmative action to employ,
advance in employment and otherwise treat qualified disabled
veterans and veterans of the Vietnam era without discrimination
based upon their disability or veterans status in all employment
practices such as the following: Employment upgradin, demotion
or transfer, recruitment, advertising, layoff or termination,
rate of pay or other forms of compensation, and selection for
training, including apprenticeship.
(b) The contractor agrees that all suitable employment openings of
the contractor which exist at the time of the execution of this
contract and those which occur during the performance of this
contract, including those not generated by this contract and
including those occurring at an establishment of the contractor
other than the one wherein the contract is being performed but
excluding those of independently operated corporate affiliates,
shall be listed at an appropriate local office of the State
employment service system wherein the opening occurs. The
contractor further agrees to provide such reports to such local
office regarding employment openings and hires as may be
required.
State and local government agencies holding Federal contracts of
$10,000 or more shall also list all their suitable openings with
the appropriate office of the State employment service, but are
not required to provide those reports set forth in
paragraphs (d) and (e).
EXHIBIT D, Page 6 of 11
Contract No. DE- MS79 -81BP 90811
Energy Conservation Agreement
Utility ('i t of Pnrt Angel es
(c) Listing of employment openings with the employment service
system pursuant to this clause shall be made at least
concurrently with the use of any other recruitment source or
effort and shall involve the normal obligations which attach to
the placing of a bona fide job order, including the acceptance
of referrals of veterans and nonveterans. The listing of
employment openings does not require the hiring of any
particular job applicant or from any particular group of job
applicants, and nothing herein is intended to relieve the
contractor from any requirements in Executive Orders or
regulations regarding nondiscrimination in employment.
(d) The reports required by paragraph (b) of this clause shall
include, but not be limited to, periodic reports which shall be
filed at least quarterly with the appropriate local office or,
where the contractor has more than one hiring location in a
State, with the central office of that state employment
service. Such reports shall indicate for each hiring location
(1) the number of individuals hired during the reporting period;
(2) the number of nondisabled veterans of the Vietnam era hired;
(3) the number of disabled veterans of the Vietnam era hired;
and (4) the total number of disabled veterans hired. The
reports should include covered veterans hired for on the job
training under 38 U.S.0 1787. The contractor shall a
report within 30 days after the end of each reporting period
wherein any performance is made on this contract identifying
data for each hiring location. The contractor shall maintain at
each hiring location copies of the reports submitted until the
expiration of one year after final payment under the contract,
during which time these reports and related documentation shall
be made available, upon request, for examination by any
authorized representatives of the contracting officer or of the
Secretary of Labor. Documentation would include personnel
records respecting job openings, recruitment and placement.
(e) Whenever the contractor becomes contractually bound to the
listing provisions of this clause, it shall advise the
employment service system in each State where it has
establishments of the name and location of each hiring location
in the State. As long as the contractor is contractually bound
to these provisions and has so advised the State system, there
is no need to advise the State system of subsequent contracts.
The contractor may advise the State system when it is no longer
bound by this contract clause.
(f) This clause does not apply to the listing of employment openings
which occur and are filled outside of the 50 States, the
District of Columbia, Puerto Rico, Guam, and the Virgin Islands.
(h) As used in this clause:
EXHIBIT D, Page 7 of 11
Contract No. DE- MS79- 81BP
Energy Conservation Agreement
Utility City of Port Angeles
(g) The provisions of paragraphs (b), (c), (d), and (e) of this
clause do not apply to openings which the contractor proposed to
fill from within his own organization or to fill pursuant to a
customary and traditional employer -union hiring arrangement.
This exclusion does not apply to a particular opening once an
employer decides to consider applicants outside of his own
organization or employer -union arrangement for that opening.
(1) "All suitable employment openings" includes, but is not
limited to, openings which occur in the following job
categories: Production and nonproduction; plant and
office; laborers and mechanics; supervisory and
nonsupervisory; technical; and executive, administrative,
and professional openings as are compensated on a salary
basis of less than $25,000 per year. This term includes
full -time employment, temporary employment of more than 3
days' duration, and part -time employment. It does not
include openings which the contractor proposed to fill from
within his own organization or to fill pursuant to a
customary and traditional employer -union hiring arrangement
nor openings in an educational institution which are
restricted to students of that institution. Under the most
compelling circumstances an employment opening may not be
suitable for listing, including such situations where the
needs of the Government cannot reasonably be otherwise
supplied, where listing would be contrary to national
security, or where the requirement of listing would
otherwise not be for the best interest of the Government."
(2) "Appropriate office of the State employment service system"
means the local office of the Federal -State national system
of public employment offices with assigned responsibility
for serving the area where the employment opening is to be
filled, including the District of Columbia, Guam, Puerto
Rico, and the Virgin Islands."
(3) "Openings which the contractor proposed to fill from within
his own organization" means employment openings for which
no consideration will be given to persons outside the
contractor's organization (including any affiliates,
subsidiaries, and the parent companies) and includes any
openings which the contractor proposed to fill from
regularly established "recall" lists."
EXHIBIT D, Page 8 of 11
Contract No. DE- HS79 -81BP 90811
Energy Conservation Agreement
Utility City of Port Angeles
(4) "Openings which the contractor proposes to fill pursuant to
a customary and traditional employer -union hiring
arrangement" means employment openings which the contractor
proposes to fill from union halls, which is part of the
customary and traditional hiring relationship which exists
between the contractor and representatives of his
employees."
(i) The contractor agrees to comply with the rules, regulations, and
relevant orders of the Secretary of Labor issued pursuant to the
Act.
(j) In the event of the contractor's noncompliance with the
requirements of this clause, actions for noncompliance may be
taken in accordance with the rules, regulations, and relevant
orders of the Secretary of Labor issued pursuant to the Act.
(k) The contractor agrees to post in conspicuous places, available
to employees and applicants for employment, notices in a form to
be prescribed by the Director, provided by or through the
contracting officer. Such notice shall state the contractor's
obligation under the law to take affirmative action to employ
and advance in employment qualified disabled veterans and
veterans of the Vietnam era for employment, and the rights of
applicants and employees.
(1) The contractor will notify each labor union or representative of
workers with which it has a collective bargaining agreement or
other contract understanding, that the contractor is bound by
the terms of the Vietnam Era Veterans Readjustment Assistance
Act, and is committed to take affirmative action to employ and
advance in employment qualified disabled veterans and veterans
of the Vietnam era.
(m) The contractor will include the provisions of this clause in
every subcontract or purchase order of $10,000 or more unless
exempted by rules, regulations, or orders of the Secretary
issued pursuant to the Act, so that such provisions will be
binding upon each subcontractor or vendor. The contractor will
take such action with respect to any subcontract or purchase
order as the Director of the Office of Federal Contract
Compliance Programs may direct to enforce such provisions,
including action for noncompliance.
EXHIBIT D, Page 9 of 11
Contract No. DE- MS79- 81BP90811
Energy Conservation Agreement
Utility City of Port Angeles
7. Utilization of Minority Business Enterprises.
(a) It is the policy of the Government that minority business
enterprises shall have the maximum practicable opportunity to
participate in the performance of Government contracts.
(b) The Contractor agrees to use his best efforts to carry out this
policy in the award of his subcontracts to the fullest extent
consistent with the efficient performance of this contract. As
used in this contract, the term "minority business enterprise"
means a business, at least 50 percent of which is owned by
minority group members or, in case of publicly owned businesses,
at least 51 percent of the stock of which is owned by minority
group members. For the purposes of this definition, minority
group members are Negroes, Spanish speaking American persons,
American Orientals, American Indians, American- Eskimos, and
American Aleuts. Contractors may rely on written
representations by subcontractors regarding their status as
minority business enterprises in lieu of an independent
investigation.
8. mall Business Concerns.
(a) It is the policy of the United States that small business
concerns and 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 contract. The contractor
further agrees to cooperate in any studies or surveys as may be
conducted by the United State Small Business Administration or
the awarding agency of the United States as may be necessary to
determine the extent of the contractor's compliance with this
clause.
(c) As used in this contract, the term, 'small business concern'
shall mean a small business as defined pursuant to section 3 of
the Small Business Act (15 USCS Section 632) and relevant
regulations promulgated pursuant thereto. The term 'small
business concern owned and controlled by socially and
economically disadvantaged individuals' shall mean a small
business concern
EXHIBIT D, Page 10 of 11
Contract No. DE- MS79- 81BP90811
Energy Conservation Agreement
Utility City of Port Angeles
(1) which is at least 51 per centum owned by one or more
socially and economically disadvantaged individuals; or, in
the case of any publicly owned business, at least S1 per
centum of the stock of which is owned by one or more
socially and 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, and other minorities, or any other
individual found to be disadvantaged by the Administration
pursuant to section 8(a) of the Small Business Act (15 USCS
section 637(a)).
(d) Contractors acting in good faith may rely on written
representations by their subcontractors regarding their status
as either a small business concern or a small business concern
owned and controlled by socially and economically disadvantaged
individuals.
9. Certification of Nonsegregated Facilities.
(Applicable to (1) contracts; (2) subcontracts; and (3) agreements
with applicants who are themselves performing federally assisted
construction contracts, exceeding $10,000 which are not exempt from
the provisions of the Equal Opportunity clause.)
By the submission of this bid, the bidder, offeror, applicant, or
subcontractor certifies that he does not maintain or provide for his
employees any segregated facilities at any of his establishments, and
that he does not permit his employees to perform their services at
any location, under his control, where segregated facilities are
maintained. He certifies further that he will not maintain or
provide for his employees any segregated facilities at any of his
establishments, and that he will not permit his employees to perform
their services at any location, under his control, where segregated
facilities are maintained. The bidder, offeror, applicant, or
subcontractor agrees that a breach of this certification is a
violation of the Equal Opportunity clause in this contract. As used
in this certification, the term "segregated facilities" means any
waiting rooms, work areas, rest rooms and wash rooms, restaurants,
and other eating areas time clocks, locker rooms and other storage
or dressing areas, parting lots, drinking fountains, recreation or
entertainment areas, transportation, and housing facilities provided
for employees which are segregated by explicit directive or are in
fact segregated on the basis of race, creed, color, or national
7
EXHIBIT D, Page 11 of 11
Contract No. DE- MS79 -81BP 90811
Energy Conservation Agreement
Utility City of Port Angeles
origin, because of habit, local custom, or otherwise. He further
agrees that (except where he has obtained identical certifications
from proposed subcontractors for specific time periods) he will
obtain identical certifications from proposed subcontractors prior to
the award of subcontracts exceeding $10,000 which are not exempt from
the provisons of the Equal Opportunity clause; that he will retain
such certifications in his files; and that he will forward the
following notice to such proposed subcontractors (except where the
proposed subcontractors have submitted identical certifications for
specific time periods).
10. Notice to Prospective Subcontractors of Requirement for
uertitications of Nonsegregated Facilities.
Certification of Nonsegregated Facilities must be submitted prior to
the award of a subcontract exceeding $10,000 which is not exempt from
the provisions of the Equal Opportunity clause. The certification
may be submitted either for each subcontract or for all subcontracts
during a period (i.e., quarterly, semiannually, or annually).
11. Administrator's Obligations Not General Obligations of the United
states.
(WP- PCI- 0024c)
All offerings of obligations, and all promotional materials for such
obligations, which may be offered by the Utility to finance Measures
installed pursuant to this Agreement shall include the language
contained in the second sentence of subsection 6(j)(i) of the Act.
I I. IDENTIFICATION
1. Full Name and Address of Utility
Form 1418,/
BPA /UTILITY CONSERVATION PROGRAMS
MONTHLY FINANCIAL SUMMARY
2. Utility No. 3. Reporting Period
1-1 from IMO 1 DAY 1 to IMO `DAY 1 YEAR 1
1 I I I I I
4. Contract Number 5. Payment Method (check appropriate boxes)
1 1 1 1 11 I I l I I l l l I-LLI Letter of Credit 1 10ther Type Advance 1 Reimbursement r
II. FINANCIAL INFORMATION 1
6. 1 6.
7. 1 7.
8. 1 8.
9. 1 9.
10. 110.
11. '11.
12. '12.
13. 113.
14. '14.
15. 1
16.
17. Total of Net Program Outlays (or Income)(add lines 6 16) X17. S
Exhibit E, Page 1 of 1 E�0811
Contract No. DE- MS79 -13 LBY=
Energy Conservation Agreement
7/10/81
Form Approved
OMB# 1904 -0032
Expires 8/31/84
18. As of the date of this report, enter the total amount of all
UNEXPENDED ADVANCES. 18.
19. If line 18 is zero, enter amount of NET OUTLAYS that were paid
for with Utility's own funds. 19.
days.
20. Enter Utility ESTIMATE OF CASH OUTLAYS during the next thirty
20.
21. If UNEXPENDED ADVANCES (ling 18) exceeds ESTIMATE OF CASH
OUTLAYS (line 20), enter amount of BPA funds in EXCESS OF NEED
(line 18 minus line 20). 21.
22. If ESTIMATE OF CASH OUTLAYS (line 20) exceeds UNEXPENDED
ADVANCES (line 18), enter the NEW ADVANCE AMOUNT (line 20 minus
line 18). 22.
i
c w NOTE: If Utility is on a Letter of Credit Advance, do not
o x H complete lines 23, 24. and 25.
m w 23. If Utility is NOT requesting an Advance, enter amount
11 from line 19 COST REIMBURSEMENT to Utility. I23.I$
a, It a 24. If amount on line 19 is zero, enter NEW ADVANCE amount
from line 22. 24.
-g 25. If line 19 is greater than zero, and the Utility is
requesting an Advance, enter the sum of lines 19 and 22. 25.
26. If Utility is not requesting an Advance, and has loan
a. repayments exceeding cash outlays, enter (Income)
m amount from line 17. 26
227. If Utility is returning Advanced Funds to BPA, enter I
F. amount of RETURNED ADVANCES. 27.1$
Ei NOTE: When there is an amount due BPA under a BPA Loan Program, a separate envelope containing the check must
o be mailed directly to BPA's Fiscal Accounting Unit at the following address: BONNEVILLE POWER
ADMINISTRATION; PO Box 3621 DRK; Portland, Oregon; 97208.
III. UTILITY CERTIFICATION
I certify that the data above and on accompanying schedules and statements are true, correct, and complete and
that outlays were made in accordance with the contract conditions and that payment is due and has not been
previously requested. If I request an advance of funds, I certify that the amount of the advance requested is
not in excess of estimated total net program outlays over the next 30 -day period.
Signature: Title: Date (M,D,Y):
IV. AREA AUTHORIZATION
The Area has determined that this report has been properly executed and that the information supplied by Utility
is appropriate and consistent with the terms of the contract.
Area: Signature: Date (M,D,Y): Phone:
BPA 1418- F(6/81) Original -BPA Office of Financial Management; Pink Copy -BPA Conservation Section;
Yellow Copy Utilty; Goldenrod Copy -BPA Area
(WP- PCI- 0325b)
INSTRUCTIONS MONTHLY FINANCIAL SUMMARY FORM
Items 1, 2, 3, 4, 5, 21, 22, 23, 24, 25, 27 are self- explanatory.
Item Entry.
6
7
8 16 These lines are reserved for future Conservation Programs. As other Programs are
added as exhibits to the Agreement, instructions will be provided for reporting
Program reimbursements on these lines.
17 Total of Net Program Outlays (or Income) (add lines 6 -16). Enter the total of
reimbursable Program expenditures add lines 6 through 16. "Net" and "Income"
are references to loan repayments. When loan Programs are offered, instructions
will be provided for reporting loan income and expenditures.)
18 Unexpended Advance This total is to be entered only if the Utility has received
an advance either letter of credit or other advance.
19 Net Outlays If the Utility had no advanced funds, enter the total Program outlays
that are to be reimbursed by Bonneville. "Net" refers to reimbursable amount
minus loan income; "net" vill become applicable when Conservation loan Programs are
offered under this Agreement.)
20 Estimate of Cash Outlays enter an estimate of the total anticipated expenditures
and authorized reimbursements (for all of the Programs in which the Utility is a
participant) for the next 30 days.
26 Income Amount refers to Conservation loan Program income. When loan Programs are
offered, it may be the case that the loan repayments "income" to the Utility that
month) would exceed Utility expenditures and authorized reimbursements that
period. The difference, or "income amount" would be mailed to Bonneville. For the
present, this space is not used. When loan Programs are offered as part of this
Agreement, instructions will be provided.
(WP- PCI- 0325b)
Shower Flow Restrictor Program write on line 6 "Number of shower flow restrLctors
distributed 8 8i ea. enter the number issued and then compute the
total amount due (number x $.08 s total) and enter the total in the right column.
Water Heater Wrap Program write on line 7 "Number of water heater wraps
Installed 8 $32.00 ea. enter number wrapped and then compute the
total amount due (number installed x $32.00 total) and enter the total in the
right column.
To calculate the "unexpended advance
The first month, subtract the total on line 17 from the intttal advance amount
(the total initial advance received by the Utility).
Subsequent months, take the total on ltne 22 of the previous month form,
subtract the current month's reimbursable total (line 17) from the new advance
amount (line 22) of last month's form. Enter result on line 18 of current month
report unexpended advance.
Water Heater Wrap Program
Index to Sections
Exhibit F
Contract DE MS7g P 90811
Energy Conservation Agreement
7/10/81
Section Page
1. Program Overview 1
2. Definitions. 1
3. Attachments 1
4. Availability 1
S. Program Procedures 2
6. Payment Procedure 2
7. Use of Section 6(b) Funds by Utility 3
8. Program Records 3
9. Program Reports 4
10. Program Audits 4
11. Effective Date 5
Attachment 1 (Water Heater Wrap Specification)
Attachment 2 (Fixed Rate Reimbursement)
Attachment 3 (Annual Energy Savings)
1. Program Overview.
Exhibit F Page 1 of 5
Water Heater VNrap Program
Contract No. DE- MS79 -81BP g0811
Energy Conservation Agreement
7/10/81
Bonneville shall pay the Utility for wrapping electric water heaters in
G
Residences at a fixed rate per installation. The method of accomplishing
this Program shall be determined by the Utility.
2. Definitions.
"Residence" means any building or mobile home used for residential
occupancy.
3. Attachments.
Attachment 1 (Water Heater Wrap Specification), Attachment 2 (Fixed Rate
Reimbursement), and Attachment 3 (Annual Energy Savings) are hereby made a
part of this Exhibit.
4. Availability.
The Program is available for Residences in the Region which utilize
electric water heating.
5. Program Procedures.
(a) The materials and the installation methods shall be in accordance
with the specifications set forth in Attachment 1.
(b) The Utility or its designee shall inspect each water heater wrap
installed and certify to Bonneville that the materials and
installation meet or exceed the specifications set forth in
Attachment 1.
6. Payment Procedure.
Conservation Agreement.
Exhibit F Page 2 of 5
Water Heater Wrap Program
Contract No. DE- MS79 -81BP 90R11
Energy Conservation Agreement
7/10/81
(a) Payments will be made in accordance with the method, terms, and
procedures specified in Table 1 of Exhibit B of the Energy
(b) For each water heater wrap installed in accordance with Section 5
above, Bonneville shall pay the Utility .the amount indicated in
Attachment 2.
(c) Attachment 3 shall be used to compute the amount of energy, if any,
to be returned in accordance with section 12 of the Energy
Conservation Agreement.
7. Use of Section 6(b) Funds by Utility.
The Utility shall impose no direct charge upon its Consumers for the
materials or labor for the Water Heater Wrap Program.
8. Program Records.
its transactions with each Consumer under this Program:
reimbursement of funds from Bonneville.
Exhibit F Page 3 of 5
Water Heater Krap Program
Contract No. DE- MS79 -81BP 90811
Energy Conservation Agreement
7/10/81
The Utility shall maintain a record of the following information regarding
(a) Consumer name, address and account number;
(b) tank location (heated or unheated space);
(c) date of installation;
(d) record of inspection of installed wrap; and
(e) supporting documents and records for verification of costs involving
9. Program Reports.
The Utility shall provide monthly to Bonneville the total number of water
heater wraps installed during each month by submitting Form BPA- 1418 -F,
Monthly Financial Summary, as specified in section 14 of the Energy
Conservation Agreement.
10. Program Audits. Bonneville, at its expense, may:
(a) audit and examine Program records and accounts maintained by the
Utility pursuant to section 8 above and section 13 of the Energy
Conservation Agreement;
(b) request copies of such records for audit purposes;
Exhibit F Page 4 of 5
Water Heater wrap Program
Contract No. DE-MS79-81BP
Energy Conservation Agreement
7/10/81
(c) conduct random inspections of installations made under this Program;
all such inspections shall be arranged in advance by the Utility.
Should any Residence be unavailable for inspection, an alternate
Residence shall be selected; and
(d) review Utility procedures employed in accomplishing the provisions of
this Program.
11. Effective Date.
Exhibit F Page 5 of 5
Water- Heater ►trap Program
Contract No. llE- MS79- 81BP0811
Energy Conservation Agreement
7/10/81
The effective date of this Program is December 15, 1981.
(WP- PCI- 0021c)
Version Number
Original Release Date
Concur:
BONNEVILLE /UTILITY
ELECTRIC WATER HEATER INSULATION KIT
MATERIAL SPECIFICATION
Prepared by
BONNEVILLE POWER ADMINISTRATION
Approved Date
Geoff Moorman
Division of Energy Conservation
Attachment 1
Contract No. DE- MS79- 81BP90811
Energy Conservation Agreement
7/10/81
Prepared by:
C. Douglas Auburg, Ph
Div. of Substation Control Engineering
Approved by:
Elmer H. Wirtz, PE
Div. of Substation F Control Engineering
100. TABLE OF CONTENTS
Section Title Page
101 SCOPE 1
102 DEFINITIONS 1
103 REFERENCED SPECIFICATIONS 2
104 SPECIFIC REQUIREMENTS 2
105 PACKAGING OPTIONS 4
106 INSTALLATION INSTRUCTIONS 5
101. SCOPE
BONNEVILLE/UTILITY
ELECTRIC WATER HEATER INSULATION KIT
MATERIAL SPECIFICATION
Attachment 1, Page 1 of 10
Water Heater Wrap Program
Contract No. DE- MS79- 81BP90811
Energy Conservation Agreement
7/10/81
This specification covers the minimum material requirements for fiberglass
retrofit electric water heater Kits. Utilities will specify the size Wrap
to be furnished and may add additional requirements to meet their particular
needs, if desired.
102. DEFINITIONS
ASTM
Ki t
PSTC
RCS
American Society for Testing and Materials
Residential type electric water heater insulation kit,
complete as specified.
Pressure Sensitive Tape Council, 1800 Pickwick Ave.,
Glenview, I11. 60025 (312)724 -7700.
U.S. Department of Energy's Residential Conservation Service
Program.
103. REFERENCED SPECIFICATIONS
Attachment 1, Page 2 of 10,
Water Heater Wrap Program
Contract No. DE- MS79- 81BP90811
Energy Conservation Agreement
7/10/81
UL Underwriters Laboratories, 1655 Scott Blvd., Santa Clara, CA
95050.
Vendor An individual, partnership, or corporation which receives a
contract to supply water heater insulation kits.
Wrap Insulation blanket with vinyl facing, as specified.
1. Bonneville /Utility Electric Water Heater Insulation Kit Installation
Specifications.
2. RCS Material Standards Federal Register of November 7, 1979; Section
456.812C, page 64685.
104. SPECIFIC REQUIREMENTS
A. Insulation Wrap
1. The laminated Wrap shall have an insulation rating of R -10 or
greater. (R -11 or greater for insulation supplied for use in the
State of Oregon.).
2. The Wrap shall be of flexible, resilient blanket of fibrous glass,
bonded with a thermosetting resin to provide dimensional stability
and good handling properties. The laminated Wrap shall meet the
minimum performance requirements specified in Table 1 below:
SUBJECT 'PEST MET I IOI)
Thickness Pin Measure
Width Ruler As Specified
Length Ruler As Specified
Thermal AS'IN K 0.26
Conductivity C -177
Density, Weighing 0.6 lb /ft
sample and
calculating
wejght per
Ft
Facing }land Adhesion must be Not as
Adhesion Stripping such that stripping Specified
to Blanket of facing causes
delamination of
of the F/G surface
fibers
Appearance Manual
Examination
of Sample
TABLE 1
SPECIFIC
REQUIREMENT
Required R +1/4" Below
inches x -1/8" Minimum
Required K Tolerance
No wet or hard spots
in insulation
Attachment 1, Page 3 of 10
Water Heater Wrap Program
Contract No. DE- MS79- 8113P90811
Energy Conservation Agreement
7/10/81
TOLERANCE REJECT
+1/8" Out of
Tolerance
+1/4" Out of
Tolerance
+0.06 Greater
-0.05 than +0.06
+0.5 Less than
-0.05 0.595
Not equal
to approved
sample
Attachment 1, Page 4 of 10
Water Heater Wrap Program
Contract No. DE- MS79 -81BP 90811
Energy Conservation Agreement
7/10/81
3. The minimum Wrap dimensions shall be as specified by the Utility.
4. The Wrap shall be faced with white vinyl sheeting with a nominal
thickness of four mils (minimum 3.2 mils). The vinyl shall be
continuously laminated to the fiberglass blanket.
a. The vinyl facing shall have a flame spread rating of no more
than 150.
b. The vinyl facing shall be: Stauffer Chemical (Plastics
Division, Westport, CT) "Ultrafilm Atlas 96 or Kohkoku USA,
Inc. (Everett, WA) "Achilles EUJO 3.2 or equivalent
products manufactured by others.
S. The tape supplied shall be white vinyl: Fasson (Div. of Avery
Products, Painsville, OH) "Fastape type 0555 White Vinyl Compac
(Netcong, NJ) "Perm Tape Embossed White Vinyl type 4025 -4 or
equivalent products manufactured by others.
a. The tape shall be provided in sufficient quantities to
install the Wrap according to the Electric Water Heater
Insulation Kit Installation Specifications. The minimum Tape
width furnished shall be three inches.
6. The Utility may add requirements to these minimum specifications
in order to meet their particular needs, except that the
additional requirements may not conflict with these specifications
or significantly limit competition.
7. The Vendor shall furnish a set of material test results
corresponding to the preceding requirements as well as certify in
writing to the Utility that the product offered meets the
requirements of this specification and any additional requirements
added by the Utility.
8. The Kit shall be UL listed for use as a water heater insulation
Wrap.
105. PACKAGING OPTIONS
Attachment 1, Page 5 of 10
Water Heater Wrap Program
Contract No. DE- MS79- 81BP90811
Energy Conservation Agreement
7/10/81
A. The product shall be supplied in either of two ways:
1. Consumer Application: Packaged individually in sealed containers,
complete with insulation blanket, an adequate amount of tape and
complete instructions suitable for use by an individual homeowner.
2. Utility Application: Insulation blanket packaged individually in
a sealed container. Tape to be supplied in bulk packaged
separately. The amount of tape to be furnished shall be the net
calculated amount necessary for the number of Kits ordered plus 10
percent.
B. The packaging option shall be specified by the Utility. In either
case, packages shall be labeled in accordance with Federal Trade
Commission standards, including rated R- value.
C. The product shall be packaged in such a way that water vapor or
moisture do not collect within. Evidence of moisture present in the
package or Wrap shall be grounds for rejection.
106. INSTALLATION INSTRUCTIONS
A. Fully illustrated instruction materials shall be provided which are
compatible with the installation instructions of the RCS and UL (as
described in the Electric Water Heater Insulation Kit Installation
Specification) in the following manner:
1. If the order specificies "Consumer Application a complete set of
instructions shall be included in each Kit.
B. All Kit suppliers shall, as a minimum, include the provisions in
Sections 104B through 104H in their installation instructions.
(WP- PCI- 0138c)
2. If the order specifies "Utility Application ten copies of the
instruction materials shall be sent directly to the Utility and
none need be included with the individual insulation Kits.
101. SCOPE
102. DEFINITIONS
Ki t
Residential Type
Water Heater
Safety Label
BONNEVILLE /UTILITY
ELECTRIC WATER HEATER INSULATION KIT
INSTALLATION SPECIFICATION
Attachment 1, Page 6 of 10
Water Heater Wrap Program
Contract No. DE- MS79- 81BE0811
Energy Conservation Agreement
7/10/81
100. TABLE OF CONTENTS
Section Title Page
101 SCOPE 1
102 DEFINITIONS 1
103 REFERENCED DOCUMENTS 2
104 SPECIFIC REQUIREMENTS 2
This specification covers the requirements for installing fiberglass
retrofit electric water heater insulation Kits on residential type water
heaters. It is applicable to both Consumer and Utility installations.
One set of water heater insulation materials,
complete with vinyl faced Wrap, vinyl Tape,
manufacturer's instructions and required Safety
Label.
An Electric water heater with the following
characteristics: Electric capacity of 10 KW or
less, tank size of 125 gallons or less and a
pressure rating of 125 psi or less.
Label naming the supplying Utility and cautioning
that thermostats should be set to maintain water
temperature of 140 °F or below.
Tape
Wrap
103. REFERENCED DOCUMENTS
Bonneville /Utility Electric Water
Heater Insulation Kit Material Specification
Oregon State Structural Specialty Code
Fire and Safety Code, 1979 Edition
U.S. Department of Energy Residential Conser-
vation Service (RCS) Program "Standard practice
for the installation on gas- fired, oil- fired,
and electric resistance water heaters."
104. SPECIFIC REQUIREMENTS
Attachment 1, Page 7 of 10
Water Heater Wrap Program'
Contract No. DE-MS79-81BP90811
Energy Conservation Agreement
7/10/81
Mastic- coated vinyl tape meeting the requirements
of the Electric Water Heater Insulation Kit
Material Specification.
Vinyl -faced fiberglass blanket meeting the
requirements of Electric Water Heater Insulation
Kit Material Specification.
Chapter 53
Page 5308
Paragraph 456.912
Page 64703
A. Water heater Wraps shall be applied only to residential electric
water heaters.
B. No water heater shall be wrapped which exhibits leaks or other
evidence of impending failure. In such cases the Consumer shall
be informed of the potential problem(s) observed and arrangements
will be made by the installer to return to install the Kit at a
later time, after repairs have been made. Repair of water
heaters, associated piping and /or wiring, shall not be a part of
this Program, except when the repair is minor in nature and
incidental to the wrapping process, or when the damage was caused
by the installer during the installation process.
C. Hot water temperatures shall be measured at an appropriate
location and water heater thermostats adjusted as necessary so
that the water temperature is 140 °F or lower, prior to the
installation of any water heater Wrap (except where higher
temperatures are required by health regulations).
D. The Kit used shall include a sufficiently large Wrap to entirely
enclose the sides and top of the water heater.
i
Attachment 1, Page 8 of 10
Water Heater Wrap Program
Contract No. DE- MS79 -81BP 90811
Energy Conservation Agreement
7/10/81
E. The Wrap shall be installed in either one of two ways:
1) As one piece sufficiently long that after completely
enclosing the sides, a cylindrical extension is created
above the top of the water heater tank. This extension
shall then be carefully placed down over the tank top
by removing selected pieces of fiberglass blanket from
the vinyl facing, folding the facing and taping the
seams as indicated in Figure 1 and Figure 2.
2) As two pieces, with the first piece forming a
cylindrical wrap of the tank sides and extending
approximately three inches above the tank top and the
second cut into a circle with a diameter equal to the
tank to be placed across its top as shown on Figure 3.
F. All seams shall be neatly taped. Care shall be taken not to pull
the Wrap so tight as to compress the insulation before taping.
This requirement is to prevent future separation of taped joints.
G. The operating portion of pressure /temperature (PT) valves shall be
left free from obstruction and if necessary the Wrap shall be
neatly cut back and the edges taped to assure this.
H. Cutouts shall be neatly made around the following tank access
points as shown in Figure 4: 1) electric service entry box cover,
2) upper thermostat and over temperature switch access panel,
3) lower thermostat access panel and 4) tank drain valve. Each of
these cutouts shall be cut back from the access hole approximately
one -half inch all around, and a small amount of fiberglass shall
be removed from the adjacent edges so that the facing edge can be
neatly taped to the tank around each access panel as shown in
Figure Section A -A. If a water heater does not have a service
entry cover plate, the cutout around the service entry coupling
(or wire entry point) shall be cut back from the coupling so that
a three inch by three inch opening is formed with its edges taped
down, as shown in Figure 4.
I. Following the installation of additional insulation, the Utility
furnished Safety Label shall be applied to the side of the wrapped
tank, in a visible location and preferably in a line between the
upper and lower thermostats.
d
d
FOLD AND TAPE
IN PLACE
SINGLE PIECE INSTALLATION DETAILS
o
FIGURE I FIGURE 2
INSULATION f
WRAP
INSULATION
TOP PLATE
0 rj 5 9 V O r rt rt
o1 r+cu
.......1.--z -s -s r.
r m.
z r1 r+
cn O cv
FIGURE 3
TWO PIECE INSTALLATION r 'C oa
DETAIL ,b ct
to -t
v O
CD cc a
BONNEVILLE SPECIFICATION F o
CDA /PM 3/12/81 c)
THERMOSTAT a
OVER- TEMPERATURE
SWITCH
THERMOSTAT
INSULATION
REMOVE SOME FIBER
GLASS TO TAPER
P/T VALVE
DRAIN VALVE
A
FIGURE 4.
SECTION A A
Attachment 1, Page 10 of 10
Water Heater Wrap Program
Contract No. DE- MS79 -81BP 9OR1
Energy Conservation Agreement
7/10/81
WATER LINES
TAPE ACCESS PLATE
TAPE
SERVICE WIRING
BONNEVILLE SPECIFICATION
CDA /PM 3/12 /81
l3PA will pay the Utility at the fixed rate of $32.00 for each Water Heater
Wrap installed on an electric water heater by the Utility, its designee,
or the Consumer.
If the Utility has, on or after December 5, 1980 and prior to the
effective date of this Program, installed water heater wraps with
insulation ratings of less than R -10, the fixed rate for retroactive
reimbursements shall be $30.00 for each Water Heater Wrap installed.
(WP- PCI- 0021c)
Fixed Rate Reimbursement
Attachment 2, Page 1 of 1
Water heater Wrap Program
Contract No. DE- i&1S79 -81BP 90811
Energy Conservation Agreement
7/10/81
Measure Life Expectancy
Annual Energy Savings Per Measure Installed
(WP- PCI- 0021c)
Annual Energy Savings
Attachment 3, Page 1 of 1
Water Heater Wrap Program
Contract No. DE- MS79 -8113P 90811
Energy Conservation Agreement
7/10/81
10 years
435 kWhs
Department of Energy
Bonneville Power Administration
Puget Sound Area
415 First Avenue North, Room 250
Seattle, Washington 98109
In reply refer to OSC
r
Honorable Sam Haguewood
Mayor of the City of Port Angeles A 0
P.O. Box 1150 \Is A
Port Angeles, Washington 98362
�i -L i ti
Dear Mayor Haguewood:
Enclosed are three authenticated copies of Contract No. DE- MS79- 81BP90811,
providing for Amendment Agreement No. 1 for the City of Port Angeles. These
copies are for your records.
Sincerely,
eo T. Reich
Enclosures:
Three Authenticated Copies of Contract No. DE- MS79- 81BP90811
rs T' 4 5, 48
Acting Assistant Area Manager
for Power Management
WHEREAS the parties hereto, on
(AUTHENTICATED COPY)
This AMENDATORY AGREEMENT, executed
AMENDATORY AGREEMENT
executed by the
UNITED STATES OF AMERICA
DEPARTMENT OF ENERGY
acting by and through the
BONNEVILLE POWER ADMINISTRATION
and
CITY OF PORT ANGELES
UNITED STATES OF AMERICA, Department of Energy, acting by and through the
BONNEVILLE POWER ADMINISTRATION (Bonneville), and CITY OF PORT ANGELES
(Utility), a municipal corporation of the state of Washington,
W I T N E S S E T H:
a conservation contract (Contract No. DE- MS79- 81BP90811
Amendatory Agreement No. 1 to
Contract No DE- MS79- 81BP90811
8 -18 -81
December 15, 1981, by the
December 15 1981, executed
which as amended
is hereinafter referred to as "Energy Conservation Agreement providing for
the implementation of certain conservation programs and the parties desire to
amend such contract to implement the Street and Area Lighting Efficiency
Improvement Program and to make other necessary revisions;
NOW, THEREFORE, the parties hereto mutually agree as follows:
5. g$
1. Effective Date of Agreement. This amendatory agreement shall be
effective as of 2400 hours on the date of execution (Effective Date).
2. Amendment of Energy Conservation Agreement. The Energy Conservation
Agreement is hereby amended as follows:
(a) Section 5 is amended to add Exhibit G (Street and Area Lighting
Efficiency Improvement Program).
(b) Exhibit A is deleted and replaced by the attached Exhibit A.
IN WITNESS WHEREOF, the parties hereto have executed this amendatory
agreement in several counterparts.
ATTEST:
By /s/ Marian C. Parrish
Title City Clerk
(WP-PCI-0073c)
UNITED STATES OF ANERICA
Department of Energy
By /s/ Peter T. Johnson
Bonneville Power Administrator
CITY OF PORT ANGELES
By /s/ Samuel Haguewood
Title Mayor
2
Exhibit G
Contract No. DE- MS79- 81BP908
Energy Conservation Agreement
8 -18 -81
Street and Area Lighting Efficiency Improvement Program
Index to Sections
Section Page
1. Program Overvieir 1
2. Definitions 1
3. Attachments 1
4. Availability 1
5. Program Procedures 2
R. Payment Procedures 3
7. Prngran Records 4
8. Prngran Peports. 5
0. Progran Audits 5
10. ni sposal 5
Attachment 1 (Reinhursable Conversions and Retrofits and
Payment Levels) 1
Attachment 2 (Schedule A -4, Utility Summary Sheet) 1
Attachment 3 (Annual Energy Savings) 1
Exhibit G Page 1 of 5
Street and Area Lighting
Efficiency Improvement Progran
Contract Ho. DE- MS79- 81BP90811
Energy Conservation Agreement
8 -18 -81
1. Program Overview. Bonneville shall pay the Utility for Conversion or
Retrofit of certain existing Street and Area Lighting, throughout the area
within the Region which is served by the Utility, in accordance with the terns
of this Exhihit.
Definitions.
a. "Area Lighting" neans al 1 Electric Uti l 4 ty or publicly owned outs r'e
Luminaires other than Street Lighting.
h. "Conversion" means the permanent replacenent of a Luminaire and the
replacenent of the Lanp.
c. "Street Lighting" means all Electric Utility or publicly owned outside
Luninaires serving any privately or publicly travelled pedestrian or vehicular
thoroughfare.
d. Luninaire" means a lighting unit exclusive of the Lanp.
e. "Lanp" means the light source of a Luminaire.
t
constituent parts of a Luminaire and the replacenent of the Lanp.
Attachments. Attachnert 1 (Reimbursable Conversions and Retrofits and
Pavnent Levels) Attachment (Schedule A -4, Utility Summary Sheet) and
Attachnent (Annual Energy Savings), are hereby nadr a part of this Exhihit.
A. Availability. The Progran is available for Street and Area Lighting
systens which were installed prior to September 15, 1981, and which can be
Cnnverted either to lower wattage high pressure sodium (HPS) or metal halide
"Retrofit" means the permanent replacenent of a portion of the
Exhibit G Page 2 of 5
Street and Area Lighting
Efficiency Impr lee hiwR
Contract tto.
Energy Conservation Agreement
8 -18 -81
(11H) vapor Luminaires or Which can be Retrofitted to accommodate lower wattage
HPS or MH vapor Lamps. The Utility agrees that, subsequent to the Effective
Date, it shall not install, vithin the Region, those types of Street and Area
Lighting systems which qualify for Conversion or Retrofit under this Program
unless the Utility must do so in order to comply with a law or ordinance
requiring the ';se of such systems for safety or aesthetic reasons peculiar to
a limited geographic area. Each installation made pursuant to this exception
shall he approved in advance by Bonneville. Except for the interim period
commencing on fecenher 5, 1 and continuing until the Effective Date of
this Program (Interim Period), reinhursahle Conversions or Retrofits are
1inited to those specified in Attachment 1. During the Interim Period,
reinhursahle Conversions or Retrofits shall include any Conversion or Retrofit
to lover wattage HPS or MH vapor Luminaires or Lamps specified in Attachment 1
and shall be suhject to the provisions of section 6(d).
g. Program Procedures. To he eligible for payment, the Utility shall
comply i'ith the following procedures:
(a) The Utility shall provide to Bonneville, within 30 days of the
Effective Date, an estimate of the types and quantities of Luminaires,
identified by wattage or lumen rating, in the Utility's service area; the
quantity of each type to he either Converted or Retrofitted; and a projected
schedule for such Conversions and Retrofits.
(h) The Utility shall establish material and installation specifications
for Conversions and Petrofits.
(c) The Utility or its designee shall inspect each Conversion and
Retrofit and document that the materials and installation meet or exceed the
specifications established pursuant to section 5(b) above.
(d) The Utility agrees to inform local lighting jurisdictions, in its
service areas Within the Region, of the Utility's participation in this
Program.
f. Paynent procedures.
(a) Payments shall be made' in accordance with the method, terms, and
procedures specified in Table 1 of Exhibit B of the Energy Conservation
Agreement.
(b) The level of payment for each Conversion shall be the lesser of
(1) the sun of: (i) the fixed installation cost specified in Attachment 1 for
such Conversion; (ii) the actual cost of the Luninaire; and (iii) the actual
cost of the Lamp; or (2) the maximum reimbursement level specified in
Attachment 1 for such Conversion.
(c) The level of payment for each Retrofit shall he the lesser of (1) the
sum of: (i) the fixed installation cost specified in Attachment 1 for such
Retrofit a110 (ii) the actual material costs or (2) the naxinum reiribursenent
level specified in Attachnent 1 for such Retrofit.
(d) The level of payment for Conversions or Retrofits completed during
the Interim Period and uhich are not specified in Attachment 1 shall be
computed pursuant to either 6(b) or G(c) above, as appropriate, for the next
lover trattage HPS or NN Conversion or Retrofit which is specified therein. If
Exhibit G Page 3 of 5
Street and Area Lighting
Efficiency Improvement Program
Contract No. DF- MS79- R7R1390811
Energy Conservation Agreement
8 -18 -81
Exhibit G Page 4 of 5
Street and Area Lighting
Efficiency Improvement Program
Contract No. pE MS79 8111P90811
Energy Conservation Agreement
8 -18 -18
there is no lower wattage HPS or MH Conversion or Retrofit specified in
Attachment 1, then there shall be no reinhursenent for that Conversion or
Retrofit.
(e) If a party other than the Utility incurs all or a portion of the
costs of a Con "ersion or Retrofit, the Utility shall reinhurse such other
party from the funds the Uti'ity receives from Bonneville as folirn's:
(1) if such other party performs the installation but does not
purchase nateria's, it shall be reinhursed the fixed installation cost
established in Attachment 1;
(2) if such other party purchases materials but does not perform the
installation, it shall be reimbursed for the actual cost of the naterials
not to exceed the difference between the naxinun reinhursenent level and
the fixed installation cost established in Attachment 1; or
(3) if such other party hoth purchases naterials and performs the
installation, the Utility shall pass on to it all funds received from
Bonneville for the Conversion or Retrofit.
7. Program Recnrds. The Utility shall nai ntai n a record of the
following infornation:
(a) the nunher and type of Conversions or Retrofits;
(h) the date and location of each Conversion or Retrofit;
(c) the date of inspection of each Conversion or Retrofit.
(d) supporting docunent, and records necessary for verification of costs
reinhursed by Bonneville;
Exhibit G Page 5 of 5
Street and Area Lighting
Efficiency Improvement Program
Contract Plo. DE- MS79- 81$,P9nRu
Energy Conservation Agreement
8 -18 -81
(e) material and installation specifications for Conversions and
Retrofits; and
(f) supporting documents and records necessary to verify that the
requirements of section 10 below have been satisfied.
8. Program Reports. The Utility shall include Attachment 2 with the
Monthly Financial Summary provided in accordance with section 14 of the Energy
Conservation Agreenent unless otherwise agreed by the parties.
o. Program Audits. Bonneville, at its expense, nay:
(a) audit and exanine Program records and accounts maintained by the
Utility pursuant to section 7 above and section 13 of the Energy Conservation
Agreement;
(h) request copies of such records or accounts for audit purposes, and
(c) conduct randnn inspections of Conversions and Retrofits nade under
this Program. All such inspections shal l he arranged in advance with the
Utility. Should any Conversion or Retrofit be unavailable for inspection, an
alternative Conversion or Retrofit shall be selected by Bonneville.
1(1. Disposal. The Utility shall neither use nor dispose of existing
Luninaires which have been Converted or Retrofitted to HPS or MH Luminaires in
a nanner which would contravene the purposes of thi s Program.
111:1- PCI -0073c
Conversions or Petrofits*
From To
Mercury Vapor
1000 Watt
700 Watt
700 Watt
700 Watt
400 Watt
400 Watt
A00 Hatt
250 Matt
175 Watt
100 Watt
F1 uorescent
660 Watt
440 Watt
Incandescent
6000 Lunen
4 000 Lunen
2500 Lumen
1000 Lumen
WP-PC I -0073c
Reimbursable Conversions and Retrofits and Payment Levels
400 Matt HPS or t1H
400 Watt HPS or MN
200 Watt HPS
250 Watt t1H
250 or 175 Watt MH
200 Watt HPS
150 Watt HPS
150,100, or 70 Watt HPS
1 00 or 70 Watt HPS
70 Matt HPS
400 or 200 Watt HPS
200 Watt HPS
100 or 70 Hatt HPS
100 or 70 Watt HPS
100 or 70 Watt HPS
70 Watt HPS
Fixed
Installation
Cost
$1 00
$1 00
$1 00
$100
$1 00
$100
$90
$90
$90
$0 0
$90
$r 0
$90
Attachment 1
Street and Area Lighting
Efficiency Inprovenent Program
Contract tdo. DE MS79 81BP90811
Energy Conservation Agreement
8 18 81
Maximum
Reimbursement
Level
$300
$300
$300
$2 00
$200
$3 00
$200
$200
$200
$130
$100 $300
$100 $300
$200
$200
$200
$60
*Conversions or retrofits are identified by Lanp \iattage or lunen rating.
1
Contract Number
1 1 1 1_1 1 1 1 1 1 1 1 1 11 1
II. REIMBURSABLE PROGRAM MEASURES
Conversions (C)
Petrofits (R)
WP P C I 00 71c,
SCHEDULE A UTILITY SUMMARY SHEET
1 I. IDENTIFICATION
1. Mane and Address of Utility 2. Utility No. 3. Reporting Period
1 Total
I Plumber Nunber Amount
;From To C R Projected Accomplished Claimed
400 0 HPS 1 1 1 7 I
1000 Hatt MV 400 0 t1H 1 1 1 8
400 W HPS 1 9
700 Watt 11V 400 0 MH 10
700 Matt MV 200 0 HPS 11
1 700 Hatt MV 250 0 MH 121
250 0 MH i 131
400 Matt MV 175 11 MH 14
400 Watt MV 200 0 HPS 15
4 00 Watt MV 1 50 11 HPS 16
150 0 HPS 17
100 0 HPS 18
250 Watt MV /0 11 HPS 1 g
100 0 HPS 20
i 17s llatt MV 70 11 HPS I i 21
100 Watt IIV 70 1! HPS 72
400 1! HPS L
6F0 Watt F 200 It HPS 2
/!40 Watt F 200 t! HPS I
100 0 HPS 26
F00O lumen I 70 11 HPS I 27
1 000HPS i 281
1000 Lunen I 70 0 HPS 1 29 1
100 0 HPS i
2500 Lunen I /0 1! HPS 1 31 I
1000 L unen I 70 l! HPS i 1 1 32
Enter total amount on line
33. TOTAL DUE UTILITY (Sun of lines 7 through 32) of Form BPA- 1418 -F'
Attachnent 2
Street and Area Lighting
Efficiency Improvenent Program
Contract No. DE- MS79- 81BP90811
Energy Conservation Agreement
8 -18 -81
from' MO 1 DAY 1 to 1
1 1+ 1 f i 1 1
5. Paynent Method (check one)
Advance! 1 Reinbursenent
M0! DAY (YEAR 1
1 1 1
Letter of
1 Credi t
Conversions
WP-=P I -0073c
Attachment 3
Street and Area Lighting
Efficiency Improverment Proyrar.
Contract No. DE MS79 81BP90811
Energy Conservation Agreement
8 -18 -81
Annual Energy Savings
Lifetime
(years)
Annual Energy Savings
Per Measure (kWh s)
MERCURY VAPOR COIJVERSIONS
1000 Watt to 400 Watt HPS or MH 20 2b50
700 Watt to 400 Watt HPS or MH 20 1270
700 Watt to 200 Watt HPS 20 2110
700 Watt to 250 Watt MH 20 1910
400 Watt to 250 Watt MH 20 535
400 Watt to 175 Hatt MH 20 920
400 Watt to 200 Watt HPS 20 810
400 Watt to 150 Watt HPS 20 975
250 Hatt to 150 Watt HPS 20 360
250 Watt to 100 Watt HPS 20 580
250 Watt to 70 Watt HPS 20 730
175 Watt to 100 Watt HPS 20 270
175 Watt to 70 Watt HPS 20 43U
100 Watt to 70 Watt HPS 20 90
FLUORESCENT CONVERSIONS
660 Watt to 400 Watt HPS 20 1070
660 Watt to 200 Hatt HPS 20 2110
4 Watt to 200 Watt HPS 20 890
INCAHDESCENT COIJVERSIONS
6000 Lunen to 100 Hatt HPS 20 1240
6000 Lumen to 70 Matt HPS 20 1330
4000 Lunen to 100 Watt HPS 20 760
4000 Lunen to 70 Hatt HPS 20 850
2500 Lunen to 100 Watt HPS 20 260
2500 Lumen to 70 Watt HPS 20 360
1000 Lumen to 70 Watt HPS 20 e.0
*Computation was based on 4000 hours turning tine per year and line wattage,
not lamp wattage.
,UNITED STATES OF AMERICA, Department of Energy, acting by and through the
BONNEVILLE POWER ADMINISTRATION (Bonneville), and CITY OF PORT ANGELES
Utility), a municipal corporation of the state of Washington,
W I T H E S S E T H:
a conservation contract (Contract No. DE MS 8 1BP90811
is hereinafter referred to as "Energy Conservation Agreement providing for
the implementation of certain conservation programs and the parties desire to
amend such contract to implement the Street and Area Lighting Efficiency
Improvement Program and to make other necessary revisions;
NOW, THEREFORE, the parties hereto mutually agree as follows:
U y /s/ _rIa r r a L r V. r a L L L 5 t 1
Title City Clerk
(WP -PC I -00 73c
This AtENDATORY AGREEPENT, executed
IfIEREAS the parties hereto, on
rr rrT al i tsc,∎
(AUTHENTICATED COPY)
At'ENDATORY AGREEtENT
executed by the
UNITED STATES OF AMERICA
DEPARTMENT OF ENERGY
acting by and through the
BONNEVILLE POWER ADMINISTRATION
CITY OF PORT ANGELES
2
and
Amendatory Agreement No. 1 to
Contract No DE— MS79- 8 1BP90811
8 -18 -81
December 15, 1981, by the
December 15 1981, executed
1/hi as anended
S. 4-g
8. Progran Peports. 5
Progran Audits 5
10. ni sposal 5
Attachnent 1 (Reinhursable Conversions and Retrofits and
Pa"nent Levels) 1
Attachment 2 (Schedule A -4, Utility Summary Sheet) 1
Attachnent 3 Annual Energy Savi ngs) 1
1. Program Overvieu. Bonneville shall pay the Utility for Conversion or
Retrofit of certain existing Street and Area Lighting, throughout the area
within the Region which is served by the Utility, in accordance with the terns
of this Exhibit.
2. Definitions.
a. "A-ea Lighting" neans all Electric Utility or publicly ollned outs
Luninaires other than Street Lighting.
h. "Conversion" neans the permanent replacenent of a Luninaire and the
replacement of the Lanp.
c. "Street Lighting" means all Electric Utility or puhlicl owned outside
Luninaires serving any privately or publicly travelled pedestrian or vehicular
thoroughfare.
d. "Luminaire" means a lighting unit exclusive of the Lanp.
e. "Lanp" means the light source of a Luminaire.
"Retrofit" means the pernanent replacenent of a portion of the
constiti'ent parts of a Luminaire and the replacenent of the Lanp.
Attachments. Attachment (Reinhursahle Conversions and Retrofits and
Payment Levels) Attachment 2 (Schedule A -4, Utility Summary Sheet) and
Attachment (Annual Energy Savings) are hereby nadr a part of this Exhibit.
A. Availability. The Progran is available for Street and Area Lighting
systems ''hich were installed prior to Septenher 15, 1981, and which can he
Converted either to lower
wattage high- pressure sodium (HPS) or metal halide
Exhibit G Page 1 of 5
Street and Area Lighting
Efficiency Improvement Progran
Contract No. DE MS79 81BP90811.
Energy Conservation Agreement
8 -18 -81
Exhibit G Page 2 of 5
Street and Area Lighting
Efficiency Inprv_e 4lrll
Contract tio.
Energy Conservation Agreement
8 -18 -81
(MH) vapor Luminaires or which can be Retrofitted to accommodate lower wattage
HPS or MH vapor Lamps. The Utility agrees that, subsequent to the Effective
Date, it shall not install, within the Region, those types of Street and Area
Lighting systems which qualify for Conversion or Retrofit under this Program
unless the Utility oust do so in order comply with a law or ordinance
requiring the i;se of such systems for safety or aesthetic reasons peculiar to
a limited geographic area. Each installation made pursuant to this exception
shall he approved in advance by Bonneville. Except for the interim period
commencing on flecenher 5, 1 and continuing until the Effective Date of
this Program (Interim Period), reinhursahle Conversions or Retrofits are
limited to those specified in Attachment 1. During the Interim Period,
'einhursahle Conversions or Retrofits shall include any Conversion or Retrofit
to lower wattage HPS or MH vapor Luminaires or Lamps specified in Attachment 1
and shall be suhject to the provisions of section 6(d).
5 Program Procedures. To he eligible for payment, the Utility shall
comply with the following procedures:
(a) The Utility shall provide to Bonneville, within 30 days of the
Effective Date, an estivate of the types and quantities of Luminaires,
identified by wattage or lumen rating, in the Utility's service area; the
quantity of each type to he either Converted or Retrofitted; and a projected
schedule for such Conversions and Retrofits.
(h) The Utility shall establish material and installation specifications
for Conversions and Retrofits.
Exhibit G Page 3 of 5
Street and Area Lighting
Efficiency Improvement Program
Contract No. DF_Mc79_R1BP9n811
Energy Conservation Agreement
8 -18 -81
(c) The Utility or its designee shall inspect each Conversion and
Retrofit and document that the materials and installation meet or exceed the
specifications established pursuant to section 5(b) above.
(d) The Utility agrees to inform local lighting jurisdictions, in its
service areas within the Region, of the Utility's participation in this
Program.'
F. Paynent procedures.
(a) Payments shall be made in accordance with the method, terms, and
procedures specified in Table 1 of Exhibit B of the Energy Conservation
Agreement.
(b) The level of payment for each Conversion shall be the lesser of
(1) the sum of: (i) the fixed installation cost specified in. Attachment 1 for
such Conversion; (ii) the actual cost of the Luninaire; and (iii) the actual
cost of the Lanp; or (2) the maximum reimbursement level specified in
Attachn ent 1 for such Conversion.
(c) The level of payrrPnt for each Retrofit shall he the lesser of (1) the
sun of: (i) the fixed installation cost specified in Attachment 1 for such
Retrofit and (ii) the actual material costs or (2) the naxinun reinhursenent
level specified in Attachment 1 for such Retrofit.
(d) The level of payment for Conversions or Retrofits completed during
the Interim Period and which are not specified in Attachment 1 shall be
computed pursuant to either 6(b) or C(c) above, as appropriate, for the next
lover \,attage HPS or NH Conversion or Retrofit which is specified therein. If
Exhibit G Page 4 of 5
Street and Area Lighting
Efficiency Improvement Program
Contract No. DE MS79 R111P90811
Energy Conservation Agreement
8 -18 -18
there is no lower wattage HPS or t1H Conversion or Retrofit specified in
Attachrent 1, then there shall be no reimbursement for that Conversion or
Retrofit.
(e) If a party other than the Utility incurs all or a portion of the
costs of a Conversion or Retrofit, the,Utility shall reimburse such other
party frnn the funds the Utility receives from Bonneville as follows:
(1) if such other party performs the installation but does not
purchase materia's, it shall he reimbursed the fixed installation cost
established in Attachment 1;
(2) if such other party purchases materials hut does not perform the
installation, it shall be reimbursed for the actual cost of the materials
not to exceed the difference between the naxinun reinhursement level and
the fixed installation cost established it Attachment 1; or
(3) if such other party both purchases materials and performs the
installation, the Utility shall pass on to it all funds received from
Bonneville for the Conversion or Retrofit.
7. Program Records. The Utility shall maintain a record of the
following infornation:
(a) the number and type of Conversions or Retrofits;
(h) the date and location of each Conversion or Retrofit;
(c) the date of inspection of each Conversion or Retrofit.
(d) suppnrting docunents and records necessary for verification of costs
re i nhur sed by Bonnevi
lle;
1 1P- PCI -0073c
Exhibit G Page 5 of 5
Street and Area Lighting
Efficiency Improvement Program
Contract Ho. DE- MS79- 81_gP9n811
Energy Conservation Agreement
8 -18 -81
(e) material and installation specifications for Conversions and
Retrofits; and
(f) supporting documents and records necessary to verify that the
requirements of section 10 below have been satisfied.
8. Program Reports. The Utility shall include Attachnent 2 with the
Monthly Financial Summary provided in accordance with section 14 of the Energy
Conservation Agreement unless otherwise agreed by the parties.
n. Program Audits. Bonneville, at its expense, nay:
(a) audit and examine Program records and accounts maintained by the
Utility pursuant to section 7 ahove and section 13 of the Energy Conservation
Agreement;
(h) request copies of such records or accounts for audit purposes, and
(c) conduct random inspections of Conversions and Retrofits made under
this Program. Al 1 such inspections shal 1 he arranged in advance with the
Utility. Should any Conversion or Retrofit be unavailable for inspection, an
alternative Conversion or Retrofit shall be selected by Bonneville.
1(1. Disposal. The Utility shall neither use nor dispose of existing
Luminaires which have heen Converted or Retrofitted to HPS or MH Luminaires in
a manner which would contravene the purposes of this Program.
Fl uorescent
660 tlatt
440 Hatt
Incandescent
WIP- PCT -0073c
Attachment 1
Street and Area Li ghti ng
Efficiency Improvement Program
Contract No. DE- MS79- 81BP90811
Energy Conservation Agreement
8 -18 -81
Reimbursable Conversions and Retrofits and Payment Levels
Fixed Maximus
Conversions or Retrofits* Installation Reimbursement
Fron To Cost Level
Mercury Vapor
1000 Watt 1100 Hatt HPS or MH $100 $300
700 Watt 400 Batt HPS or MH $1 00 $300
700 Watt 2.00 Watt HPS $100 $300
700 Watt 250 Watt MH $100 $200
1100 Watt 250 or 175 Watt MH $1 00 $200
400 Watt 200 Watt HPS $100 $300
1 100 Matt 150 Matt HPS $90 $200
250 Watt 150,100, or 70 Watt HPS $90 $200
X75 Watt 1 n0 or 70 Hatt HPS $90 $200
100 1.1att 70 Hatt HPS $90 $130
400 or 200 Matt HPS
200 Hatt HPS
$100 $300
$100 $300
6000 Lunen 1 0 or 70 Hatt HPS $90 $200
11000 Lunen 100 or 70 Watt HPS 0 $200
2500 Lunen 100 or 70 Watt HPS $D0 $200
1000 Lunen 70 Watt HPS $60
*Co nversi ons or retrof i is are i denti f i ed by Lanp wattage or 1 unen rati ng
i r J
14. Contract Number
I 1 1 1 1. 1! 1 1I, 1 1 1 I. 1 1
II. REIMBURSABLE PROGRAM MEASURES
F. Conversions (C)
Petrofits (R)
WP P C I -00 73c
SCHEDULE A UTILITY SUMMARY SHEET
Attachnent 2
Street and Area Lighting
Efficiency Improvement Program
Contract 1Jo. DE- MS79- 81BP90811
Energy Conservation Agreement
8 -18 -81
1 I. IDENTIFICATION
1. Name and Address of Utility 2. Utility No. 3. Reporting Period
frail 110 1 DAY 1 to 1 tIO I DAY IYEAR 1
1 1 1 1 i 1 I 1
5. Paynent Method (check one) Letter of
Advance I 1 Reimbursement 1 Credit
Total
f Number Nunber Amount
,From To C R Projected Acconpl i shed Cl ained
400 II HPS f I 1 1 1 71
'1000 Hatt MV I 400 W mil 1 I 1 1 8
400 11 HPS 9
700 Matt MV 400 0 t1H 1 10
700 Watt 11V 200 0 HPS 11
700 Watt MV 1 250 0 tIH 1 12
i I 250 0 MH 4 13!
400 Watt MV 175 1I 11H 14
400 Matt MV 200 0 HPS 15
1, .00 Matt MV 1 50 II HPS i 16
150 11 HPS 17
100 0 HPS 18
250 Ilatt MV /0 11 HPS 19
100 0 HPS 20
175 Ilatt 11V 70 11 HPS L
100 Watt IIV 70 UU_.HPS 22
400 II HPS 23
FFO Watt F I 200 11 HPS 1 4
4 40 Watt F 1 200 0 HPS 1 25
100 II HPS 26
6000 l unen I I 70 0 HPS 27
1 00 11 HPS 28 1
A000 Lunen 1 1 70 0 HPS I 29
100 0 HPS 30 1
1 2500 Lunen I I /0 II HPS I I 31
1000 Lunen I 1 70 0 HPS 1 1 1 32'
Enter total amount on line
33, TOTAL DUE UTILITY (Sun of lines 7 through 32) of Forn BPA- 1418 -F I
1
J
Conversions
INCANDESCENT CONVERSIONS
(lP =PC I -0073c
Attachment 3
Street and Area Lighting
Efficiency Improvement Program
Contract No. DE MS79 81BP90811
Energy Conservation Agreement
8 -18 -81
Annual Energy Savings
Lifetime
(years)
Annual Energy Savings
Per Measure (kWh s)
MERCURY VAPOR CONVERSIONNS
1000 Watt to 400 Watt HPS or MH 20 2b50
700 Watt to 400 Watt HPS or MH 20 1270
700 Watt to 200 Watt HPS 20 2110
7 00 Matt to 250 Watt PH 20 1910
400 Watt to 250 Watt MH 20 535
400 Watt to 17F Watt MH 20 920
400 Watt to 200 Watt HPS 20 810
4 00 Watt to 150 Watt HPS 20 975
250 Watt to 150 Watt HPS 20 360
250 Watt to 100 Watt HPS 20 580
250 Watt to 70 Watt HPS 20 730
175 Watt to 100 Watt HPS 20 270
175 Watt to 70 Watt HPS 20 430
100 Watt to 70 Watt HPS 20 90
FLUORESCENT CONVERSIONS
660 Matt to 400 Matt HPS 20 1070
660 Watt to 200 Matt HPS 20 2110
440 Batt to 200 Watt HPS 20 890
6000 Lunen to 100 Hatt HPS 20 1240
6000 Lunen to 70 Watt HPS 20 1330
4000 Lunen to 100 Watt HPS 20 760
4 000 Lunen to 70 Watt HPS 20 850
2500 Lunen to 100 Watt HPS 20 260
2500 Lunen to 70 Watt HPS 20 360
1000 Lunen to 70 Watt HPS 20 c0
*Conputation yas based on i'-000 hours burning tine per year and line Wattage,
not lamp Giattage.
MEMO: APRIL 3, 1981
TO: MAYOR AND CITY COUNCIL
FROM: DAVE FLODSTROM
SUBJECT: COUNTY'S PROPOSAL FOR IMPLEMENTING PACIFIC NORTHWEST
PUBLIC POWER AND CONSERVATION ACT
On March 2nd, I received a letter (attached) from County Commissioner
Lydiard regarding implementation of the Northwest Public Power Bill in
Clallam County. Along with this letter, came a proposed resolution (also
attached) upon which Commissioner Lydiard requested my comments.
After meeting with City Light Director, Lew Cosens, and receiving
his comments, I wrote Commissioner Lydiard the attached March 18 letter.
In this letter, I expressed the opinion that I did not feel that his
porposal would lessen the impacts or improve the benefits of the Northwest
Power Bill as it applies to the residents of Port Angeles. The one value
which might come from Commissioner Lydiard's proposal would be establishing
the Governmental Conference as a centralized board of information which
could assist the County in understanding the directionso'f the PUD and City
Light as they proceed with implementation of the Power Bill. This could
also be accomplished by the County designating someone to communicate
with the utilities.
On March 31, I received Commissioner Lydiard's reply to my March 18th
letter. He recognizes the City's concerns as being legitimate, however,
appears to still support the idea that the Council of Governments should be
considered as government /utility board for the purpose of representing
the citizens of Clallam County.
4,1.
Page two
April 3, 1981
Mayor Council
I have contacted Mr. Phil Jackson of the PUD regarding this matter
and feel that the PUD feels as we do in that additional boards or commissions
might not bring about a better result for their utility customers.
Councilman Buck is the City's representative to the Governmental Conference
(COG) and may have additional information on this issue.
Both Lew and I will provide the Council with more information if needed.
DF /jh
BOARO OF COOT"( COVAISS‘OSERS
ibam Coual
State of Vioshington
PORT ANGELES 913362
phone 452-7831
0
BEFORE THE BOARD OF CLALLAM COUNTY COMMISSIONERS, STATE OF WASHINGTON
In the Matter of
Implementation of the
Pacific Northwest Electric
Power Conservation Act
by Clallam County Government
Agencies
Page One of Two
THE BOARD OF CLALLAM COUNTY COMISSIONERS finds as follows:
RESOLUTION NO. 1981
WHEREAS the Congress of the United States has enacted the Pacific
Northwest Electric Power Planning Conservation Act (PNEPPC) which,
among other considerations, mandates conservation, cogeneration, renewable
utilization, and additional generation as actions preventing and correct-
ing anticipated electrical shortages in the States of Washington, Oregon,
Idaho, and Montana; and
WHEREAS, this legislation authorizes local governments and utilities
to participate to the extent necessary to carry out responsibilities under
the authority of the Act as follows:
I. Creation of a local plan which could be part of the regional
plan for electrical energy conservation, renewable utilization, cogen-
eration, and resource generation.
II. To develop and adopt energy programs which implement the intent
of the PNEPPC Act and._ther, b assure that local residents will avoid elect-
rical surcharges 4nd credits or actions taken within the County to carry
out the intent of said Act;
III. Preparation of applications for technical and financial assist-
ance and cooperation from B.P.A. and
WHEREAS, Local governments are not defined under the act; nor will
they be defined during a time period when it is important that local
actions carrying out congressional intent be taken by an elected group
representative of all Clallam County citizens and fairly representing
the City, County, and utilities.
NOW, THEREFORE, be it resolved that the BOARD OF CLALLAM COUNTY
COMMISSIONERS agree to the following:
1. That "local government /utilities for Clallam County" under
authority of the Northwest Power Conservation Act shall consist of and
be limited to the following:
a) The incorporated areas of Sequin, Forks and Port Angeles
b) The unincorporated area of Clallam County
c) The electrical utilities of Clallam County consisting of:
1) Clallam County Public Utility District No. 1
2) The City of Port Angeles
2. That elected officials on the existing Governmental Conference of
Clallam County be made the responsible local government /utility Board with
the authority and responsibility to carry-out all activities assigned to or
assumed by local government /utilities under authority of Pacific Northwest
Electric Power Planning Conservation Act.
w 1
1
3. That the 1981 Governmental Conference budget be reviewed and
amended to adequately meet anticipated expenditures associated with these
added responsibilities with monetary contributions from the ber govern-
mental entities in the manner provided for in the current co g rence by -laws;
4. The Board shall withinr3 months formulate a work program to
carry out the intent of the Pacific N thwest Electric, Power Planning
Conseration Act.
ATTEST:
PASSED AND ADOPTED this day of
Clerk of the Board
By:
Deputy
BOARD OF CLALLAM COUNTY COMMISSIONERS
Chairman, Dick Lotzgesell
Don Feeley
Harry L. Lydiard
RESOLUTION NO. 1981
1981.
RESOLUTION NO. 1981
cc:
Commissioner Lydiard
Clallarn County Courthouse
223 East 4th Street
Port Angeles, Washington: 98362
Dear Harry:
u f
March 18, 1981 r T
'r SFS
r ,E
I I
TOURIST MECCA OF THE NORTHWEST
140 WEST FRONT STREET PORT ANGELES, WASHINGTON 98362
t
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:t EcT f. 1 I PUFCt s,„„ I~
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P011 CtTn 11.7 NT
As-a high ranking Bonneville official once stated, "All the King's
horses and all the King's men couldn't implement the Regional Power
Act."
It seems as though ereryone is trying to get in on the "Act" now
days Bonneville, the state, the counties, the cities, etc. It
should be- kept in _mind that Bonneville must use the public and-private
electric utilities as the major focal point in implementing the Act.
Other entities will necessarily be involved, however, the key is how
Bonneville interfaces with its utility customers in getting the job
done. The utilities, including Clallam County P.U.D. and Port Angeles
City Light, have the necessary resources and expertise to concentrate
on the issue. These utility staffs are quite familiar with the Act
and are in the Process of examining additional power generation possi-
bilities, implementing conservation programs and reviewing other
alternatives which will benefit the rate payers.
Our own City Light management staff is presently devoting 50 to
75% of its time to the Act and related issues. Plans are already
being developed which come under the purview of City Council. Ad-
ditional intervention in the process by the creation of more boards
and commissions is not only unnecessary but will contribute to the
already immense bureaucratic problem. Possibly, the only reasonable
solution for local communities is to involve the staffs of their re-
spective local utilities in assisting with development of a joint
City /County and utility plan.
Some specific observations of the draft resolution by the County
are as follows:
1. Section II of the Resolution states that energy programs should
be developed that can assure that local residents will avoid
electrical surcharges and credits. This is obviously an error
and should possibly be written to include the word "receive"
yes
Page two
Commissioner Lydiard
amments on Regional Power Act
March 18, 1981
before the word "credits Secondly, Number 1 (near the bottom
of Page 1) -recommends that local government /utilities for_Clallam
County consist of and be limited to the following. Is it reasonable
to limit the entities involved to only those listed when the
Regional Power Act itself does not completely define which entities
can be included in the process? Does the County (or any entity)
have the authority to impose these conditions on a Federal Act? I
think not.
Number 2 (at the bottom of Page 1) suggests that.the existing
Governmental Conference at Clallam County be made the responsible
board in carrying out all activities defined under the Act. This
Statement is_nothing short of ridiculous. As stated previously,
the electric utilities in the region will be the focal point in
which to carry out the Regional Power Act.
It is questionable whether any new board or commission could inter-
fere with the inherent authority granted to the County Commissioners
or City Council_
Lastly, Item No. 4 on Page 2 instructs the board to formulate a
work program to carry out the intent of the Act within three months.
Here, the time -limit imposed is completely impractical. The
Regional Power Act itself allows Bonneville until September 5th
of year to offer the utilities a new all requirements contract,
the terms and. of which are not yet defined. The utilities
will-have one year following that date within which to accept.
_Additionally, the Act allows up to two years for the creation of a
Ragional_Council_ Part of the duties of this new council include
the creation of a Regional Conservation and Generation Plan. It
would therefore be highly impractical, and next to impossible,
for local entities to develop a worthwhile plan for implementation
of the Act before Bonneville completes the establishment of the
ground rules and the Regional Council completes their plan.
I hope my comments will assist you in reacting to the draft county reso-
lution. Although some of the comments may appear to be caustic, they only
serve to illustrate the intensity of my feelings on the issue of additional
involvement by outside agencies.
cc': Greg Booth, Power Manager
Sincerely,
David Flodstrom
City anager
Lew C•sens
City Light Director
BOARD OF COUNTY COMMISSIONERS
Clallam County
State of Washington
PORT ANGELES 98362
Phone 452 -7831
Dear Dave:
Mr. David Flodstrom, City Manager
City of Port Angeles
P. 0. Box 1150
Port Angeles, Washington 98362
Now some comments on your comments.
March 31, 1981
I have received your letter of March 18, 1981 and sin-
cerely thank you for taking the time to analyze the resolution
I proposed. Surprisingly, I also thank you for the critical
parts of that letter.
While "all the King's horses and all the King's men
couldn't implement the Pacific Northwest Regional Power Act
I think we should try to formulate plans which will take ad-
vantage of the opportunity this bill offers local utilities
and local governments. It is true local governments are not
primarily involved in the main thrust of this Act, but it is
obvious that we will and are becoming involved as ancillary
participants. This is what worries me. We must know what
is going on as a primary participant. In this way, we will
learn not only what is going to happen, we can participate
positively in the process of getting things to happen. Hence
the effort to bring some order to the existing confusion by
suggesting a format of organization for the County in the
form of this resolution.
Your observation concerning "avoiding credits" is easily
corrected, and was in the latest draft, which you have not seen.
Dave Flodstrom
Page Two March 31, 1981
Your statement regarding the lack of authority, under
Federal law, to define what constitutes local governmental
entities is true. Presently, the Bonneville Power Adminis-
tration, under the authority of the Act, is attempting to
do exactly that, with seemingly no more statutory powers
than we have. Perhaps we do, in fact, have this right. The
resolution attempts to gain a semblance of order in Clallam
County. Perhaps Bonneville Power would welcome us asking
for that authority and stating what we believe is best for
our area. Personally, I don't wish to see every hospital,
school, weed control, range, fire, library, flood, health,
waterway, ditching and drainage, cemetery, pollution control,
local improvement, bridge, and park, district involved in
carrying out the Congressional intent of this act. Since
County and municipal governments represent all but the Indian
Nations, I felt they could reasonably evaluate all proposals,
and adequately represent the County's citizens, as well as
the various County districts, on a grass roots level. The
County's two utilities represent all of the County citizens
from the utility level. Perhaps we should, however, ask for
Indian Nation representation on this board.
As to "carrying out all activities defined under the
act I agree this section should be modified, although your
quote chose to eliminate the words "assigned to or assumed
by local government /utilities" in paragraph 2, and "local
actions carrying out Congressional intent" in the third in-
troductory statement. Your reaction gives credence to a
lack of clarity.
It is indeed questionable whether any board or commission
could interfere with the inherent authority granted to the
County Board of Commissioners or City Council. However, we
frequently grant by resolution such authority to other com-
mittees, boards, and persons. Perhaps the resolution could
address this question by giving each commission and board
the power of review, if that is deemed important.
I agree that the limit of three months is too short a
period of time. It was put in the resolution to point out
there is a sense of urgency to this matter. Could you suggest
a more appropriate period?
I'm not acquainted with the two -year limit you mention
for appointment by the various state governments to the
Regional Board. Late 1981 is the limit that I'm aware of for
the appointment of at least 6 members of this Board. Exten-
sions are allowed federal authorities after that, but only
for short periods.
Dave Flodstrom
Page Three March 31, 1981
You may have been confused by the intent of the commis-
sion signature section of the resolution. It was intended
that each unit of government and /or utility would approve
a separate resolution or a single resolution with signa-
ture lines for all authorities.
We are all involved in the matter of electric shortages
and the Pacific Northwest Power C Conservation Act. We are
all involved in the serious economic effects on the Northwest
of a project created by and managed within the confines of
Washington Public Electric Utility Systems.
The Pacific Northwest Regional Power Conservation Act
offers us a lifeline to safe our area's economy.
As a County Commissioner, I want to avoid further sur-
prises by being a part of what is going on. As a local
government official, I don't want to assume an unnecessary
burden under the authority of the law, but likewise I want
to do my part in carrying out the responsibilities dele-
gated to me under authority of the Act in an orderly manner
and with as few cost impacts to our unit of government as
possible.
Additionally, I see the local government /utilities board
as giving the citizens of Clallam County a unified and strong
voice in an arena where a great deal of force is going to be
exerted by utilities and governments much larger and more
powerful than we.
It may well be that everyone is trying to "get in on the
act We certainly are. Let's seriously think about how to
accomplish this "trying to get in on the act" together.
HLL /slc
Sincerely,
BOARD OF CLALLAM
COUN COMMISSIONERS
Harry L. Lydiard
Member
cc: BCC 1 2 3
P.U.D.
Lew Cousens, Director, City Light
James P. Dinan, Mayor, City of Sequim
Warren Paul, Mayor, Town of Forks
Enclosure
In the Matter of
BEFORE THE BOARD OF CLALLAM COUNTY COMMISSIONERS,
STATE OF WASHINGTON
Implementation of the Pacific
Northwest Electric Power Plan-
ning Conservation Act
by Clallam County Government
Agencies
RESOLUTION NO. 1981.
THE BOARD OF CLALLAM COUNTY COMMISSIONERS finds as follows:
WHEREAS, the Congress of the United States has enacted the Pa-
cific Northwest Electric Power Planning Conservation Act (PNEPPC)
which, among other considerations, mandates conservation, cogenera-
tion, renewable energy utilization, and additional generation as ac-
tions preventing and correcting anticipated electrical shortages in
the States of Washington, Oregon, Idaho and Montana; and
WHEREAS, this legislation authorizes local governments and util-
ities to participate to the extent necessary to carry out responsi-
bilities under the authority of the PNEPPC Act as follows:
I. Creation of a local Plan which could be part of the
regional plan for electrical energy conservation, re-
newable energy utilization, cogeneration, biomass, and
resource generation.
II. To develop and adopt energy programs which implement
the intent of the PNEPPC Act and thereby assure that
local residents will avoid electrical surcharges and
receive credits for actions taken within the County
to carry out the intent of said Act.
III. Preparation of applications for technical and finan-
cial assistance and cooperation from Bonneville Power
Administration (B.P.A.), and
WHEREAS, local governments are not defined under the act; nor
will they be defined during a time period when it is important that
local carrying out congressional intent be taken by an elected
group representative of all Clallam County citizens and fairly repre-
senting the City, County, and utilities.
NOW, THEREFORE, be it resolved that the BOARD OF CLALLAM COUNTY
COMMISSIONERS agree to the following:
1. That "local government /utilities Board for Clallam
County" under authority of the Northwest Power Con-
servation Act shall consist of and be limited to the
following:
a) The incorporated areas of Sequim, Forks and
Port Angeles
b) The unincorporated area of Clallam County
c) The electrical utilities of Clallam County con-
sisting of:
1) Public Utility District No. 1 of Clallam
County
2) The City of Port Angeles
Page One of Two
ATTEST:
By:
2. That elected officials on the existing Governmental Con-
ference of Clallam County be made the responsible local
government /utilities Board with the authority and re-
sponsibility to carry out all activities assigned to or
assumed by local government /utilities under authority of
the Pacific Northwest Electric Power Planning Conserva-
tion Act.
3. That the 1981 Governmental Conference budget be reviewed
and amended to adequately meet anticipated expenditures
associated with these added responsibilities with mone-
tary contributions from the member governmental entities
in the manner provided for in the current conference by-
laws.
4. The Board shall within three months formulate a work pro-
gram to carry out the intent of the Pacific Northwest
Electric Power Planning Conservation Act.
PASSED AND ADOPTED this
Clerk of the Board
Deputy
Page Two of Two
Resolution No. ,'1981.
BOARD OF COMMISSIONERS
day of 1981.
Chairman, Dick Lotzgesell
Don Feeley
Barry L. Lydiard
RESOLUTION NO. 193l.
cc:
A 20 -year demand forecast for the region. Completion of a
forecast will involve reaching a regional consensus sus oon matters such as
regional economic growth, population and other social questions. The
Council will determine the forecast methcdr.ingy, but the work of the
Council is not intended to sup lerncrrt individual utiiijy__and_local
government responsibility to_mai:e thetr_cwn forecasts. With 10- to 15-
year lead times on the construction of major generating facilities, a
good demand forecast is imperative. The forecast will include the
Council's estimate of the potential of con ervation arr;.a'renewabje
resources available to demand.
An analysis of cost effective methoos of providing reserves.
The Council must analyze the lowest cost re.uurces that the region might
acquire to back up the primary generating capacity of the region.
Reserves include not only generating resources, but also rights to
restrict loads which can be relied on to mert short- duration shortages
caused by scheduled or unscheduled outages of generating facilities, or
longer -term shortages due to planning and construction delays. Large
aluminum companies now purchase energy which provides a regional energy
reserve. That is, portions of their firm power can be interrupted
either to serve other customers in times of outage or when planned
projects do not come on line as early as scheduled.
Conservation surcharges. The Act contains carrot- and -stick
provisions to encourage conservation. The Council may_[ecommerld sur-
charges as a mean of inducing local _govcrr nts and, u..tiJ_i.tj
con5ery tion_p"roT oms. The Administrator rrr.ry impose the recommended
surcharge if he determines that a given utility failed to achieve a
level of conservation that could have been reached if model conservation_
standards had been followed. BPA may also reduce bills by credit to a
utility which undertakes conservation measures which are not part of the
BPA program. The Council would detenline hcw to administer conservation
surcharges and credits.
Moe i for i r Pro ir_arn C f rec t i venes s_ Pic Act directs the Council to
review the conservation resources it buys and find out if they have been
as cost effective as anticipated. With talk. information, the Council
would be able to update the conservation cot effectiveness test it
applies in the future and determine by October 1, 1987 whether the 10-
percent advantage for conservation is Still necessary.
Bonneville's Activities Bonneville cannot wait until the plan is
adopted t0 far- reaching conservation ond renewable energy projects.
HA
is dtLeilf0H tceproyidg fit?a help as soon as possible for
'dal r,ti 1 i i��s +.nd oovernn n is .to tt;.�t rtutc, conseerv Qrog.rf5 anj
provide seed_ nroney_lor s....of or_enewahl e resource 11Co j,C' e s of r'o
to 50 averse me,ac,_atts each. The Act dire Ls E fo plan for and
purchase as much conservation, renewable rncr9y and Generating projects
as are needed to prevent electricity shortages. The agency must, howe.v.er,
follow the purchase. prioriti ,establi shed by Conor ess. rven if BPA
S.885-11
cost effective for the rc'iaon and economically feasible for consumers,
taking into account firm 'i:( assistance rn,ide available to consumers
under section lira) of this Act. 'these model conservation standards
shall be adopted by the Counci and inetud. _Try nie plan after
Co i ion, in such manner as the Council deems appronrisrte. with
the i,oirrrrrstrrnor, r:Ties, nod poittica) subdivisions customers OT
the ,\d in i n it rat or, and the put,!tc.
(2) The Council by a inn iority vote of the members of the Council is
authorized to recommend to the Administrator a surcharge and the
Administrator may thereafter impose such a surcharge, in accord-
ance with the methodology provided in the plan, on customers for
those portions of their loads within the region that are within States
or political subdivisions which have not, or on the Administrator's
oust which have not, implemented conservation measures that
achieve energy savings which the Administrator determines are
comparable to those which would be obtained under such standards.
Such surcharges shall be e to recover such additional costs
as the Administrator determines will be incurred because such
projected energy savings attributable to such conservation measures
have not been achieved, but in no case may such surcharges be less
than 10 per centum or more than 50 per centum of the Administra-
tor's applicable rates for such load or portion thereof.
(g)(1) To insure_widespread public involvement in the formulation
of regional power policies, the Council and Administrator shall
maintain comprehensive programs to—
(A) inform the Pacific Northwest public of major regional
power issues,
tB) obtain public views concerning major regional power
issues, and
(C) secure advice and consultation from the Administrator's
customers and others.
(2) In c.trryin,_out the provisions of this section, the Council and
the Administrator shall—
(A) consult with the Administrator's customers;
(II) include the comments of such customers in the record of the
Council's proceedings, and
(C) recognize and not abridge the authorities of State and local
governments, electric utility systems. and other non Federal
entities responsible to the people of the Pacific Northwest for the
planning, conservation, supply, distribution, and use of electric
power and the operation of electric genei atiag facilities.
(3) In the preparation. adoption, and implementation of the elan,
the Council an t razor snail encourage the cooperation,
participation, and asSlstai i..e of appropri .te Federal agencies, State
entities, b,tate political subdivisions, and Indian tribes. The Council
and the Administrator are authorized to contract, in accordance with
applicable law, with such agencies, entities, tribes, and subdivisions
individually, in groups, or through associations thereof to (A) investi-
gate possible measures to be included in the plan, (B) provide public
involvement and information regarding a proposed plan or amend-
ment thereto, and (C) provide services which will assist in the
implementation of the plan. In order to assist in the implementation
of the plan, particularly conservation, renewable resource, and fish
and wildlife activities, the Administrator, when requested and sub-
ject to available funds, may provide technical assistance in establish-
ing conservation, renewable resource, and fish and wildlife objectives
by individual States or subdivisions thereof or Indian tribes. Such
objectives, if adopted by a State or subdivision thereof or Indian
`u nu e 1 fir" i� ('tiff
t
A t ,.lail 'Dt 11-).3tt 1 So PS
s3J.ino:...+.t a.t tnb 04 Vdd .BUJ p3 3:11 1 quit i hi;aaay'1
uPo pue uMO si! uo 23e 01 uoE. to oq; seq n1iLI4n 'typo/ .'j •Zuaulo.tinu,
aye pue E04 s buiu_lonob 5nae1 teool pue aqu1s o )ntd ut saAeat mat aq
•uotta.t aq1 u' s1uawuJanoti t ?_,ol pue }4r anoge t aq4 pue KdF las
4ou op 40v 310 jo s3uatu3ainbaa buiuuetd ot;l sons;t t aiTuop ie5o7
..uu undii..ei lenL of iisn ana Wllollre anti relilLeu spawn-
ing grounds and habitat, including sufficient quantities and qualities
of flows for successful migration, survival, and propagation of anadro-
mous fish, and (I)) other criteria which may be set forth in the plan.
(3) To accomplish the priorities established by this subsection, the
plan shall include the following elements which shall be set forth in
such detail as the Council determines to be appropriate:
(A) an energy conservation program to be implemented under
this Act, including, but not limited to, model conservation
standards;
(B) recommendation for research and development;
(C) a methodology for determining quantifiable environmental
costs and benefits under section 3(4);
(D) a demand forecast of at least twenty years (developed in
consultation with the Administrator, the customers, the States,
including State agencies with ratemaking authority over electric
utilities, and the public, in such manner as the Council deems
appropriate) and a forecast of power resources estimated by the
Council to be required to meet the Administrator's obligations
and the portion of such obligations the Council determines can be
met by resources in each of the priority categories referred to in
paragraph (1) of this subsection which forecast (i) shall include
regional reliability and reserve requirements, (ii) shall take into
account the effect, if any, of the requirements of subsection (h) on
the availability of resources to the Administrator, and (iii) shall
include the approximate amounts of power the Council recom-
mends should be acquired by the Administrator on a long -term
basis and may include, to the extent practicable, an estimate of
the types of resources from which such power should be acquired;
(E) an analysis of reserve and reliability requirements and
cost effective methods of providing reserves designed to insure
adequate electric power at the lowest probable cost;
(F) the program adopted pursuant to subsection (h); and
(G) if the Council recommends surcharges pursuant to subsec-
tion (f) of this section, a methodology for calculating such
surcharges.
(4) The Council, taking into consideration the requirement that it
devote its principal efforts to carrying out its responsibilities under
subsections (d) and (h) of this section, shall undertake studies of
conservation measures reasonably available to direct service indus-
trial customers and other major consumers of electric power within
the region and make an analysis of the estimated reduction in energy
use which would result from the implementation of such measures as
rapidly as possible, consistent with sound business practices. The
Council shall consult with such customers and consumers in the
conduct of such studies.
Model conservation standards to be included in the plan shall
include, but not be limited to, standards applicable to (A) new and
existing structures, (13) utility, customer, and governmental conserva-
tion programs, and (C) other consumer act1UTYgfor achieving conser-
on. Model conservation standards shall reflect geographic and
climatic differences within the region and other appropriate consid-
erations, and shall be designed to produce all power savings that are
PILOT PROGRAM AGREEMENT
executed by the
UNITED STATES OF AMERICA
DEPARTMENT OF ENERGY
acting by and through the
BONNEVILLE POWER AIMINISTRATION
an d
CITY OF PORT ANGELES
(SDHN System Workshops)
Index to Sections
So'0.YO`CIT42\r
tQ Wo r
Contract No. DE -MS79- 81BP90294
7.ao•g2-
1-20-81 5 g
Section Page
1. Term of Agreement 2
2. Definitions 3
3. Exhibit 3
4. Publicity 3
5. Instructors 4
6. Workshop Site 5
7. Conducting the Workshop 5
8. Payment for Workshops 6
9. Reimbursement Offer and Trust Deposit 6
10. Inspections 8
11. Monitoring and Data Collection 8
Section Page
12. Accounting, Reporting and Audits 9
13. Joint Sponsorship 9
14. Indemnity 10
15. Modification 10
16. Parties Not to Benefit 10
Exhibit A (Provisions Required by Statute or Executive Order) 3
This AGREEMENT, executed 1981, by the UNITED
STATES OF AMERICA, Department of Energy, acting by and through the BONNEVILLE
POWER ADMINISTRATION (Bonneville), and CITY OF PORT ANGELES
(Utility), a corporation of the State of Washington.
W I T N E S S E T H:
WHEREAS Bonneville and the Utility have agreed to offer workshops to teach
the installation of Solar Domestic Hot Water Systems (SDHW Systems) to
consumers; and
WHF2EAS Bonneville intends to provide funds to the Utility in trust to be
used for $500.00 reimbursements to workshop participants who make acceptable
installations of SIIIN Systems in their homes; and
WHEREAS Bonneville is authorized by law to acquire resources through
conservation, to implement conservation measures, to meet deficiencies in its
ability to fulfill its contractual obligations to deliver power, and to make
maximum efficient use of the power available from Federal hydroelectric
resources;
NOa THEREFORE, the parties hereto agree as follows:
1. Term of Agreement. This agreement shall be effective as of the date
of execution (Effective Date) and shall continue in effect until the earlier
2
of (1) two years from the Effective Date or, (2) 30 days from the date of
written notice of termination by either party. All rights, obligations and
liabilities accrued hereunder shall be continued until satisfied.
2. Definitions.
(a) "Instructor" means an individual who has been approved by Bonneville
and who has entered into an agreement with the Utility to conduct the
workshop. The parties hereto shall jointly determine qualifications necessary
for Instructors.
(b) "Site Sponsor" means a residential customer of the Utility utilizing
electricity for water heating who is the mortgagor, contract vendee, or fee
owner of the real property chosen as the workshop site and who has agreed to
allow that real property to be used as a workshop site.
(c) "Participant" means a residential customer of the Utility utilizing
electricity for water heating who participates in the workshop.
3. Exhibit. Exhibit A (Provisions Required by Statute or Executive
Order) is hereby made a part of this agreement. The Utility shall be
"Contractor" as that term is used in Exhibit A. If Bonneville determines that
such exhibit must be revised due to requirements of statutes or executive
orders subsequent to the Effective Date hereof, Bonneville shall prepare a new
exhibit incorporating such revisions which shall be substituted for the
exhibit then in effect as of the date specified therein.
4. Publicity.
(a) Bonneville, at its expense, shall make informational materials
available to the Utility for use in publicity and shall make an announcement
of the workshop program in the Pacific Northwest.
(b) The Utility, at its expense, shall publicize the workshop program in
its service area.
3
(c) The Utility shall publish no materials containing representations as
to the reimbursement offer described in section 9 below without Bonneville's
prior approval. All such materials shall be sent to Bonneville for review and
shall be deemed approved unless objected to within 15 days of receipt.
5. Instructors.
(a) Bonneville, at its expense, shall make available to the Utility a
list of potential Instructors in the Pacific Northwest who have been approved
by Bonneville.
(b) The Utility shall solicit bids from one or more potential Instructors
on Bonneville's list, or, if the Utility elects, from other potential
Instructors.
(c) The Utility shall accept a bid from one Instructor for each
workshop. Bids from persons not included on Bonneville's approved list shall
only be accepted by the Utility after prior approval by Bonneville. The
Utility shall enter into an agreement with the Instructor to conduct the
workshop and to perform other duties as agreed upon by the parties.
(d) Duties of Instructors shall include the following, unless otherwise
agreed by the parties:
(1) make final site selection and assist the Utility with arranging
workshop schedule;
(2) design the SDHW System to be installed at the workshop site;
(3) assist the Site Sponsor in obtaining building, plumbing, or
other permits as required;
(4) provide a materials list to the Site Sponsor;
(5) assist the Utility in workshop enrollment;
(6) teach workshop Participants system theory and design, "hands -on"
construction of flat -plat solar collectors, installation and maintenance;
4
(7) inspect installations to determine consumer entitlement for
reimbursement as described in section 9; and
(8) such other duties that the Utility determines shall be added.
6. Workshop Site
(a) The Utility, at its expense, shall inspect the residences of
interested homeowners for suitability as workshop sites and shall select two
as potential sites. The selection shall be based on the following criteria:
suitable solar access, adequate workshop space, workshop safety, insurance
coverage of the homeowner, homeowner's ability to finance an SDHW System,
homeowner's willingness to undertake necessary responsibilities, and other
criteria as the parties may agree to apply.
(b) The Instructor shall make the final selection of the workshop site
and shall obtain the consent of the Site Sponsor in a form that is
satisfactory to the Utility and Instructor.
(c) The Site Sponsor, Instructor and Utility shall jointly determine the
workshop schedule and the Utility shall make the schedule available to other
interested consumers who wish to attend the workshop as Participants.
(d) The Instructor shall provide to the Site Sponsor a list of materials
specifying the SDHW System and necessary parts to be installed at the workshop
site. This list shall be in conformance with specifications made available by
Bonneville. The Site Sponsor shall purchase the materials on the list and
arrange for delivery to the workshop site prior to the scheduled date for the
workshop.
7. Conducting the Workshops.
(a) The Utility shall complete one workshop during the term of this
agreement, and others upon mutual agreement of the parties hereto. Upon
request of the Utility, Bonneville shall provide technical advice and
assistance in the planning and implementation of the workshops.
5
(b) The Utility shall conduct registration of Participants. The Utility
may elect to charge a workshop fee not greater than $25.00 per Participant.
Each workshop shall be limited to 20 Participants unless otherwise agreed by
Bonneville.
(c) The Instructor shall provide informational materials to the
Site Sponsor and Participants.
(d) The Instructor shall inform the Site Sponsor and all Participants of
the reimbursement offer, described more fully in section 9 below, and shall
explain how they can qualify for the reimbursement.
8. Payment for Workshops.
(a) Upon completion of the workshop, the Instructor shall bill the
Utility for the Instructor's fee.
(b) The Utility shall send a statement of such billing to Bonneville and,
within 30 days of receipt of such statement, Bonneville shall pay the Utility
an amount equal to 50 percent of the Instructor's fee, not to exceed $1000.00.
9. Reimbursement Offer and Trust Advance.
(a) Within 30 days after written notice from the Utility that an agreed
upon workshop has been held, Bonneville shall advance the sum of $2,000 to the
Utility to be held in trust for use as reimbursements (Trust Advance). The
Utility shall pay $500 per installation to those Site Sponsors and
Participants who meet the qualifications specified in subsection (b) below.
The Utility shall disburse each reimbursement as soon as practicable after
determining such qualifications have been met.
Reimbursements shall not be made for installations made by a tenant on the
landlord's property, or for installations made by a person not a member of the
household unless Bonneville and the Utility agree to make an exception.
6
(b) Reimbursable installations shall meet the following qualifications:
(i) The installation must have been made by a Participant.
(ii) The residence has sufficient south facing solar collector area
such that the collector area is able to receive at least 5 hours of direct
sunlight between 9:00 a.m. and 3:00 p.m. throughout the year.
(iii) The types of materials and techniques are either the same as
those used and taught in the workshop or were approved by Bonneville prior
to construction and installation.
(iv) The SDHW System must have been completely installed within 8
months of the date of the workshop attended, or within 11 months of the
date of the workshop, if the household has been selected for monitoring
and data collection as described in section 11(b).
(v) The installed SDHW System must have passed any inspections
required by applicable laws or codes.
(vi) The installed SDHW System must have passed inspection by the
Instructor as described in section 10 below.
(c) If the full $2,000.00 referred to in subsection (a) above is
disbursed by the Utility, Bonneville shall reimburse the Utility $500 for each
subsequent qualifying installation as soon as practicable following receipt of
written notice from the Utility to its Bonneville Area office that such
installation has been inspected and approved.
(d) Any amounts held in trust and which have not been disbursed as
described above within one year of the date that the advance was made by
Bonneville shall be returned to Bonneville with a detailed statement
accounting for all trust activity from the date of the advance. Upon request
by Bonneville, the Utility shall report the current status of the trust and
any activity therein.
7
(e) The Utility shall provide to each homeowner who applies for
reimbursement a Workshop Evaluation Questionaire which shall be supplied by
Bonneville. The Utility shall receive all completed questionaires and
transmit them to its Bonneville Area office.
10. Inspections. When a Site Owner or Participant has completed an
installation and notified the Utility, the Utility shall arrange for an
inspection visit by the Instructor, at Bonneville's expense. The Instructor
shall determine that the installation is satisfactory according to
Bonneville's specifications and shall complete a System Inspection and
Acceptance Report that shall be provided by Bonneville. The Utility shall
disburse the reimbursement only after this determination has been made by the
Instructor and the Utility has determined that all qualifications in section
9(b) have been met.
To the greatest extent possible, the Utility shall schedule inspections in
such a way as to minimize the cost to Bonneville. If the first inspection
visit conducted at Bonneville's expense does not result in a determination
that the installation is satisfactory, any additional inspections shall be at
the expense of the homeowner. However, the Utility may determine that the
unsatisfactory installation has been corrected without scheduling another
Instructor inspection if the necessary corrections are minor in nature.
11. Monitoring and Data Collection.
(a) Bonneville shall procure and deliver to the Utility all monitoring
equipment that Bonneville determines is necessary for the program. The
parties agree that all such monitoring equipment is and will remain the
property of Bonneville.
(b) The Utility shall have monitoring equipment installed in households
selected by the Utility in accordance with Bonneville's standards on the
number and types of households and SDHW Systems to be monitored. Monitoring
8
cards for data collection shall be supplied by Bonneville to the Utility to be
distributed to those Participants selected for monitoring. The Utility shall
receive all monitoring cards from Participants in its service area and shall
transmit them to Bonneville at least once a month. Data shall be collected
for 3 months prior to the installation of the SDHW System and for 12 months
after installation, unless otherwise agreed by Bonneville and the Utility.
(c) The Utility shall send Bonneville a certified statement of costs
incurred for such installations. Within 30 days of receipt of such statement,
Bonneville shall reimburse the Utility for the full amount of all such
reasonable costs.
12. Accounting, Reporting, and Audits.
(a) The Utility shall keep all financial records pertaining to this
agreement until five years after termination of the agreement. Further, the
Utility shall give written notice to Bonneville 90 days prior to the
destruction of any financial records pertaining to this agreement.
(b) Records and accounts kept in connection with this Program shall be in
conformance with applicable laws, Federal regulations, and the provisions of
the Privacy Act of 1974. A summary of the system of records developed by
Bonneville to comply with the Privacy Act shall be supplied by Bonneville.
Accounting and reporting for the Program shall conform to procedures set out
by Bonneville, unless otherwise agreed by the parties.
(c) Bonneville or its designee, at Bonneville's expense, may from time to
time conduct an audit of the Utility's records and accounts of the Program.
The Utility shall fully cooperate in any such audits.
13. Joint Sponsorship. Two or more Utilities may elect to jointly
sponsor a workshop. Bonneville shall pay one -half of the Instructor's fee up
to $1,000.00, as specified in section 8, regardless of the number of joint
sponsors. Any Trust Advance made in connection with workshops that are being
9
jointly sponsored shall be made to a single Utility which shall be designated
in writing by agreement of the parties. The Utility designated to receive the
Trust Advance shall give the notices referred to in section 9(a) and 9(c) and
shall be responsible for the final return of any unused funds with the
statement of accounting referred to in section 9(d).
14. Indemnity. The Utility shall indemnify and hold harmless the United
States, the Department of Energy and Bonneville, and their respective agents
and employees from all claims, loss, injury, expense or liability, including
court costs and reasonable attorneys fees, arising out of any personal injury
or property damage or breach of contract received or sustained by any persons
which result from or are in any way connected to the negligent or other
wrongful acts or omissions of the Utility or its agents, or the Utility's
failure to perform any of its obligations under this agreement.
15. Modification. This contract shall not be modified or amended except
in writing signed by the parties hereto.
16. Persons not to Benefit. No agent or employee of Bonneville,
Department of Energy shall acquire any interest or qualify to receive any
benefit hereunder. The Utility, at its election, may apply such limitations
to its agents and employees.
IN WITNESS WHEREOF, the parties hereto have executed this agreement in
10
several counterparts.
ATTEST: Q
By .Aa,,( j 6 e�
Title City Clerk
PCI 0437A
11
UNITED STATES OF AMERICA
Department of Energy
By
Bonneville Power Administrator
Utility
Title Mayor
ei- 41- Pafi4
1, (Homeowner) agree to participate
in data collection pursuant to the provisions of the
(Program) offered by
with the Bonneville Power Administration (Bonnevlle) according to the terms
and conditions set out fully below.
1. Homeowner shall permit the Utility to install monitoring equipment tor
data collection for the Program.
2. Homeowner shall send data from the monitoring equipment to the Utility
each
Homeowner's Data Collection Agreement
(Utility) in cooperation
using that will be supplied.
Homeowner shall send such data for a period of commencing
on
3. Homeowner hereby grants to the Utility, to Bonneville, and to their
authorized representatives a right to enter the Homeowner's property, at
reasonable times and only after notice, tor the purpose of installing,
inspecting, maintaining, repairing or removing the monitoring and data
collection equipment associated with the A
representative of the Utility or Bonneville will contact Homeowner
whenever access is required.
4. Homeowner acknowledges that the monitoring equipment installed under this
Program has been supplied by Bonneville and will remain the property of
the United States Government. Homeowner agrees not to tamper with or
remove the equipment or permit any other person to do so.
5. Homeowner agrees to give notice to the Utility of any sale, lease, or
other transfer of any legal or equitable interest in the real property on
which the monitoring equipment is located. Such notice shall be given
sufficiently in advance of such transfer so as to permit the Utility
adequate time to remove the monitoring equipment prior to the transfer.
Upon notice to Homeowner, this agreement may be terminated by Bonneville.
6. This agreement shall commence on and shall
terminate no later than
(WP- PCI- 3657A)
2
(Homeowner)
Address
(Utility Representative)
Utility Address
Department of Energy
Bonn2;.:;Ie Po i er.Admmlstration
Puget Sound Area
415 Flrst 1 North. Room 250
Seattle. W'ash.ngton 98 109
repi e'er [O OSG'
Lew Cosens, Director
Light Department
City of Port Angeles
P.O. Box 1150
Port Angeles, Washington 98362
Dear Lew:
Enclosures:
4 Copies of Agreement No. DE- MS79- 81BP90294, (1- 20 -81)
March 19, 1982
Enclosed for your consideration are four copies of Agreement
No. DE- :IS79 -8i2 0294. This Agreement provides for the participation of
the City of Port Angeles in the Solar Domestic Hot Water Systems Workshop
Program.
If you find this Agreement satisfactory, please have sufficient copies
signed to 7_ovide one for BPA, and as many copies as Port Angeles requires
for its files. Please r-eturn_t.he_signed copies, together with a certified
copy of the appropriate.resolution, to the Puget Sound Area Office for
execution by the Administrator.
If you have questions on either the Agreement or the Solar Domestic Hot
Water Systems Workshop Program, please address them to Susan Millar
(442 -4367) of my staff.
Sincerely,
Geo -ge I. Reich
Acting Assistant Area Manager
for Power Management
STATE OF WASHINGTON
ss
County of Clallam
I, the undersigned City Clerk of the City of Port Angeles, Washington,
do hereby certify that the hereto attached
is a true and correct copy of the document (s) indicated above.
WITNESS my hand and official seal this
"City of Port Angeles Resolution No. 24-82"
30 thday of July 19 82
City Clerk of the City of Port Angeles,
Washington
ATTEST:
APPROVED AS TO FORM:
RESOLUTION NO.
A RESOLUTION of the City Council of the
City of Port Angeles authorizing the
Mayor and City Clerk to execute a
Contract between the City of Port
Angeles and the Bonneville Power
Administration for solar hot water
heater workshops.
WHEREAS, the Bonneville Power Administration has of-
fered a contract to the City of Port Angeles for reimbursement of
costs incurred by the City as sponsor of solar hot water heater
workshops for Port Angeles City Light consumers; and
WHEREAS, the City Council finds it in the best inter-
ests of the City and its electric energy customers to have this
program available for those customers; NOW, THEREFORE,
BE IT HEREBY RESOLVED BY THE CITY COUNCIL OF THE CITY
OF PORT ANGELES that the Mayor and the City Clerk are hereby
authorized and directed on behalf of the City to execute the
Pilot Program Agreement between the City of Port Angeles and the
Bonneville Power Administration for solar hot water heater work-
shops, Contract No. DE-MS79-81BP90294, and deliver copies thereof
to the Bonneville Power Administration.
PASSED by the City Council of the City of Port Angeles
on this 20th day of July, 1982.
n iAte.„4
Marian C. Parrish, City Clerk
Miller, City Attorney
RESIDENTIAL WEATHERIZATION
CONSERVATION ACQUISITION AGREEMENT
(Weatherwise Program)
executed by the
UNITED STATES OF AMERICA
DEPARTMENT OF ENERGY
acting by and through the
BONNEVILLE POWER ADMINISTRATION
and
THE CITY OF PORT ANGELES, WASHINGTON
Index to Sections
Contract No. DE- MS79- 90BP93014
Procurement No. 76024
4/1/90
Section Page
1. Term of Agreement 2
2. Program Overview 2
3. Definitions 2
4. Exhibits 5
5. Entire Agreement 5
6. Interpretation 6
7. Termination 6
8. Amendment of Agreement 6
9. Option Selection 7
10. Contractor Participation 7
11. Eligibility Provisions 7
12. Contractor Duties 8
13. Budget Provisions 9
14. Quality Control 11
15. Use of Bonneville Funds by Contractor 12
16. Program Records 12
17. Program Reports 12
18. Payment 13
19. Limitation of Program Funds 14
20. Other Sources of Funds 14
21. Modification of Operating Area 14
22. Notices and Other Communications 15
23. Program Evaluation 15
24. Dispute Resolution and Arbitration 15
25. Severability 15
26. Signature Clause 16
1
Exhibit A (General Conservation Contract Provisions) 5
Exhibit B (Buyback Option) 5
Exhibit C (Quick Audit Option) 5
Exhibit D (Percent Savings Option) 5
Exhibit E (Contractor Designed Option) 5
Exhibit F (Referenced Items) 5
This AGREEMENT, executed T 'Ui LA 9 MD, by the UNITED STATES
OF AMERICA, Department of Energy, actint by and through the BONNEVILLE POWER
ADMINISTRATION (Bonneville), and THE CITY OF PORT ANGELES, WASHINGTON
(Contractor), a municipal corporation organized and existing under the laws of
the State of Washington;
W I T N E S S E T H:
WHEREAS Bonneville is required by the Pacific Northwest Power Act to
acquire actual or planned load reduction through cost effective conservation
and the implementation of conservation measures; and
WHEREAS such conservation measures may include but are not limited to
loans and grants to Homeowners for insulation or weatherization; and
WHEREAS Bonneville, to the extent the implementation of conservation
measures require direct arrangements with Consumers, is directed by the
Pacific Northwest Power Act to make maximum practicable use of its customers
and local entities in administering and carrying out such arrangements; and
WHEREAS Bonneville, in response to the Pacific Northwest Power Plan,
agrees to strive to install all applicable eligible Measures identified in
this Agreement;
NOW, THEREFORE, the parties hereto mutually agree as follows:
1. Term of Agreement.
This Agreement becomes effective at 2400 hours on September 30, 1990, or
any time thereafter on the date the Contractor signs (Effective Date), and
shall continue in effect until 2400 hours on June 30, 2001, unless
terminated earlier as provided herein. All obligations arising from this
Agreement shall be preserved until satisfied.
2. Program Overview.
The purpose of this Agreement is to acquire conservation to reduce the
Bonneville load. Bonneville shall provide Incentives to the Contractor
for the estimated energy savings resulting from the weatherization of a
Residence. Bonneville shall pay the Contractor for services described
herein in the administration of this Agreement.
3. Definitions.
All capitalized terms are as defined in Exhibit A, except that the
following terms shall have the following meaning:
2
(a) "Administrative Costs" means all costs, other than the Incentives,
which are payable by Bonneville to the Contractor for the
implementation and administration of this Agreement.
(b) "Audit" means either an Energy Analysis, Quick Audit, or Percent
Savings Audit as defined in this Agreement, or other Audit as defined
in a Contractor Designed Option.
(c) "Budget Year" means Initial Budget Year or Subsequent Budget Year, as
appropriate.
(d) "Building" means a structure containing one or more Residences and
within which:
(1) all Residences are owned by one Homeowner; or
(2) if Residences are owned by separate Homeowners, each Homeowner
agrees, individually or collectively through the rules governing
actions of a Homeowners' association or like entity, prior to
the Audit, to act as one Homeowner with regard to this
Agreement. Condominiums and "0" lot line Residences with
separate crawl spaces and attics shall be considered separate
Buildings.
(e) "Buyback Incentive" means the amount determined in accordance with
Exhibit B and which is the sum of funds provided by Bonneville and
the Contractor's cost share, as established under section 30 of
Exhibit A.
(f) "Buyback Option" means the Contractor's Weatherwise Program operated
pursuant to the applicable provisions of this Agreement. Under the
Buyback Option, the Contractor uses the Standard Heat Loss
Methodology to determine which Measures may be installed in a
Residence and the estimated energy savings associated with such
Measures.
(g) "Conditioned Space" means any space within a Residence which is, in
the judgment of the Contractor, capable of being heated to 68 degrees
Fahrenheit under winter design conditions and normally used as living
space.
(h) "Contractor Funds" means any loan or grant funds the Contractor may
provide to Homeowners or Homeowner Designees for the installation of
Measures in Residences. Such funds shall not include any Contractor
cost share, nor shall they have been derived from Bonneville or other
Federal sources, including funds from state operated oil overcharge
programs.
(i) "Duplex" means a Building that contains no more and no less than two
Residences.
(j) "Energy Analysis" means the procedure in Item 2 of Exhibit F.
3
(k) "Fourplex" means a Building that contains no more and no less than
four Residences.
(1) "Homeowner" means the fee owner, mortgagor, or the contract vendee of
a Residence, including one used for rental purposes.
(m) "Homeowner Designee" means the party identified by the Homeowner in
writing to act in the Homeowner's behalf for purposes of this
Agreement.
(n) "House Tightening Measures" means exterior wall cavity insulation,
storm windows, replacement prime windows, vent conversions, sliding
storm doors, sliding door replacements, french doors, caulking or
weatherstripping.
(o) "Incentive" means either the Buyback Incentive, Quick Audit
Incentive, or Percent Savings Incentive as defined in this Agreement,
or other Incentive as defined in a Contractor Designed Option.
(p) "Initial Budget Year" means the period commencing on October 1, 1990,
and ending on September 30, 1991.
(q) "Installer" means an individual, partnership, corporation, or other
similar entity, other than the Contractor, which installs. Measures
and carries liability insurance and assurance bonding for all work
performed. Homeowners are not required to carry liability insurance
or assurance bonds to install Measures in their own Residence. With
the concurrence of the Contractor, the Installer may substitute an
irrevocable trust fund, controlled by the Contractor, for the
required assurance bond. Except for nonprofit entities and
Homeowners, all Installers must possess either a State contractor's
or similar license unless the locality where the installation is
being completed has no licensing procedure.
(r) "Low Income Consumer" means a Consumer whose combined household
income, determined in accordance with Item 7 of Exhibit F, is at or
below 125 percent of the poverty level, adjusted for household size,
determined in accordance with criteria established by the Director of
the U.S. Office of Management and Budget.
(s) "Mobile Home" means a structure, built in one or more sections on a
steel chassis, which is originally designed to allow for transporting
on its own wheels to different sites, and is used with or without a
permanent foundation.
(t) "Operating Area" means that portion of the Contractor's electrical
service area which is located within the Region.
(u) "Percent Savings Audit" means the procedure in Item 2 of Exhibit F.
(v) "Percent Savings Option" means the Contractor's Weatherwise Program
operated pursuant to applicable provisions of this Agreement. Under
4
the Percent Savings Option, the Contractor conducts a streamlined
review of the Residence to determine which Measures may be
installed. No measurements are required.
(w) "Percent Savings Incentive" means the amount determined. in accordance
with Exhibit D and which is the sum of funds provided by Bonneville
and the Contractor's cost share, as established under section 30 of
Exhibit A.
(x) "Quick Audit" means the procedure in Item 2 of Exhibit F.
(y) "Quick Audit Option" means the Contractor's Weatherwise Program
operated pursuant to applicable provisions of this Agreement. Under
the Quick Audit Option, the Contractor conducts a streamlined review
which may or may not include measurements of the Residence to
determine which Measures may be installed.
(z) "Quick Audit Incentive" means the amount determined in accordance
with Exhibit C and which is the sum of funds provided by Bonneville
and the Contractor's cost share, as established under section 30 of
Exhibit A.
(aa) "Residence" means that portion of a structure or structures which
contains Conditioned Spaces including provisions for sleeping,
eating, and cooking, for one or more persons (see section 11 for
specific eligibility provisions).
(bb) "Seasonal Residence" means any Residence occupied for less than
180 days of each year as determined by the Contractor and which can
be shown to be seasonal.
(cc) "Subsequent Budget Year" means a period, other than an Initial Budget
Year, commencing on October 1 and ending the following September 30.
(dd) "Weatherwise Program" is the name given to Bonneville's residential
weatherization program operated in accordance with this Agreement.
(ee) "Workmanlike" means performance in accordance with the installation
and material specifications, or performance with deviations from such
specifications which neither materially affects the energy savings
and life expectancy of the installed Measures nor adversely affects
health and safety.
4. Exhibits.
Exhibit A (General Conservation Contract Provisions), Exhibit B (Buyback
Option), Exhibit C (Quick Audit Option), Exhibit D (Percent Savings
Option), Exhibit E (Contractor Designed Option), and Exhibit F (Referenced
Items) are by this reference made a part of this Agreement.
5. Entire Agreement.
This Agreement sets forth the entire agreement of the parties and
supersedes any and all prior agreements with respect to the subject matter
of this Agreement. The rights and obligations of the parties hereunder
shall be subject to and governed by this Agreement. The headings used
5
herein are for convenient reference only and shall not affect the
interpretation of this Agreement.
6. Interpretation.
(a) The provisions in Exhibit A are incorporated by reference into this
Agreement. If a provision in the body of this Agreement or if a
provision in Exhibits B, C, D, E, or F is in conflict with a
provision contained in Exhibit A, the former shall prevail.
(b) Except as provided in section 22 of Exhibit A, nothing contained in
this Agreement shall, in any manner, be construed to abridge, limit,
or deprive any party hereto of any remedy, either at law or in
equity, for the breach of any of the provisions of this Agreement.
7. Termination.
In addition to the termination provisions of Exhibit A, the following
provisions apply under this Agreement:
(a) The Contractor may, for its convenience, terminate this Agreement by
giving Bonneville 30 days' written notice of such termination. In
the event of such notice, the Contractor shall use its best efforts
to minimize the compensation payable under this Agreement.
(b) Bonneville may, for its convenience, terminate this Agreement by
giving the Contractor 1 year's written notice. In the event of such
notice, the Contractor shall use its best efforts to minimize the
compensation payable under this Agreement.
(c) If the Contractor has failed to comply with the requirements of
subsection 9(a) of Exhibit A, Bonneville may terminate this Agreement
30 days after the Contractor receives written notice from Bonneville.
8. Amendment of Agreement.
(a) Except as provided in section 3 of Exhibit A, the provisions of this
Agreement may be amended only by mutual agreement of the parties
after completing the following process:
(1) distribution of a copy of the proposed amendment for review and
comment to all contractors whose agreement would be modified by
the proposed amendment;
(2) good faith negotiations between Bonneville and the Contractor;
and
(3) offer of the amendment to all Contractors whose agreement would
be modified by the proposed amendment and effective on the date
specified therein.
(b) Documents incorporated in this Agreement as listed in Exhibit F, may
be changed only to incorporate new or updated information which does
not affect the requirements of this Agreement. This includes
6
subsequent revisions to the Federal specification or code language
contained in Item 1 of Exhibit F (Weatherization Specifications).
Any such changes shall be issued by Bonneville after reasonable
consultation with the Contractor and shall be incorporated in this
Agreement.
9. Option Selection.
(a) At the time that the Contractor signs this Agreement, the Contractor
shall notify Bonneville in writing which option (Buyback Option,
Quick Audit Option, Percent Savings Option, or Contractor Designed
Option) it intends to operate under this Agreement.
(b) If the Contractor elects to change from one option to another option
under this Agreement, the Contractor may transfer to such option by
giving Bonneville written notice of its intent to operate such other
option. This transfer shall be effective at 2400 hours on the
subsequent September 30 after such notification.
10. Contractor Participation.
(a) Bonneville may, either on its own initiative, or upon the request of
a Contractor, call meetings with all Contractors. These meetings may
include, but are not limited to, the following:
(1) Periodic review of this Agreement;
(2) Questions of interpretation of this Agreement;
(3) Proposed amendments to this Agreement; or
(4) Proposed changes to materials incorporated by reference into
this Agreement.
(b) If a Contractor requests a meeting, Bonneville shall either grant or
deny the Contractor's request within 30 calendar days of its receipt.
(c) Bonneville shall request agenda items, including Contractor proposed
amendments, for all meetings. Bonneville shall provide notice of the
specific date, time, place, and agenda for each meeting.
(d) After negotiations or discussions, as appropriate, amendments to this
Agreement shall be effective as provided in section 8.
11. Eligibility Provisions.
(a) A Residence is eligible for the installation of Measures if it is
within the Operating Area, is not a Mobile Home, and as of April 15,
1983, it:
(1) has a permanently installed electric space heating system and no
alternate (secondary fuel) heating system; or
7
(2) is equipped with 220 -240 volt receptacles designated for use
with electric heaters, and has no other heating system or wood
stove; or
(3) contains at least one 110 -120 volt portable electric heater, has
no other heating system or wood stove, and the most recent
12 -month electric consumption history indicates winter heating
use.
(b) Measures shall be installed only in the Conditioned Spaces contained
in an eligible Residence.
(c) A Conditioned Space within an eligible Residence is eligible for the
installation of Measures if the Conditioned Space has:
(1) permanently installed electric heat and no other existing
non electric space heating system; or
(2) permanently installed electric heat and a wood stove, fireplace,
or fireplace insert; or
(3) permanently installed electric heat and a wood furnace (i.e.,
with heat delivery system) used as a back -up system (emergency
use only); or
(4) a electric heat pump system with an integral alternate fuel
back -up; or
(5) permanently installed electric heat, has unused (functional or
nonfunctional) other non electric space heating equipment, and
one of the following actions has been completed:
(A) The entire non electric space heating equipment has been
removed (furnace, ducts, registers, above ground fuel
storage tank, radiant coils, radiators, Gas space heaters,
etc.), and penetrations have been sealed; or
(B) If construction of the Residence prevents removal of the
furnace (or other portion(s) of the space heating
equipment), then the rest of the system has been removed,
all penetrations have been sealed, and electrical service
to the furnace has been disconnected.
(d) If a Residence is attached to any other Residence, the Building in
which the Residences are located must be either of wood frame
construction or no higher than three stories above grade.
12. Contractor Duties.
The Contractor's duties shall be to substantially comply with the
objectives and terms of this Agreement.
(a) Upon request by the Homeowner or Homeowner Designee, the Contractor
shall conduct an Audit of the Building in accordance with procedures
8
contained in Exhibit F to this Agreement. Following completion of
the Audit, the Residence shall remain eligible for weatherization
under this Agreement until all eligible Measures are installed.
(b) The Contractor shall determine Low Income Consumer eligibility in
accordance with Item 7 of Exhibit F and shall maintain records that
substantiate this determination as it relates to Incentive claims
from Bonneville.
(c) The Contractor shall provide a Privacy Act Notice to each Homeowner
or Homeowner Designee before information is collected for use under
each of the options identified in this Agreement. This notice shall
explain that any information collected will be used in an anonymous
form by Bonneville and will not be released by Bonneville except as
required by law.
(d) The Contractor shall inform the Homeowner or Homeowner Designee that
kickbacks, rebates or other non Program benefits from Installers are
prohibited and may be subject to Federal law.
(e) Subsequent to the installation of Measures, the Contractor shall
complete an inspection on each Residence for which an Incentive will
be claimed using the inspection procedures contained in Exhibit F.
The inspection shall be performed by a person certified in accordance
with the energy inspector training procedures contained in
Exhibit F. The inspection shall be performed by a person other than
the Installer of such Measures or such Installer's subcontractor.
(f) The Contractor shall submit claims to Bonneville for Administrative
Costs and the Bonneville cost share portion of the Incentives as
determined in accordance with the appropriate Exhibit to this
Agreement. The Contractor shall submit these claims after completing
an inspection checklist and determining that each Residence has been
weatherized in a Workmanlike manner. The Contractor shall submit
claims to Bonneville for training costs, determined in accordance
with the appropriate Exhibit to this Agreement.
(g) If the Contractor operated a Bonneville residential weatherization
program that terminates on September 30, 1990, the Contractor shall
follow the transition procedures contained in Item 9 of Exhibit F,
which shall no longer apply after September 30, 1991.
13. Budget Provisions.
(a) Timely Budget Requests.
Budget requests for the Initial Budget Year which are received by
Bonneville no later than 4 months from the initial offer, shall be
considered timely. Budget requests for each Subsequent Budget Year
which are received by Bonneville no later than June 1 preceding such
Subsequent Budget Year shall be considered timely.
(b) Untimely Budget Requests.
Budget requests which are not timely shall be reviewed by Bonneville
in order of their receipt, and may be approved to the extent that
9
funds remain available following the approval of timely budget
requests.
(c) Budget Submittal Requirements.
(1) For the Initial Budget Year, the Contractor's request shall be
submitted on the budget form referenced in Item 5 of Exhibit F
and shall contain all information requested that is applicable
for the Initial Budget Year.
(2) For each Subsequent Budget Year, the Contractor's request shall
be submitted on the budget form referenced in Item 5 of
Exhibit F and shall contain all information requested that is
applicable for such Budget Year.
(3) At the beginning of the Initial Budget Year, the Contractor
shall submit in writing one of the following cost control
mechanisms to be used by the Contractor to determine the
Incentive available for Low Income Consumers. The Contractor
may elect to change cost control mechanisms by notifying
Bonneville in writing. However this change shall occur only at
the beginning of a Budget Year:
(A) three estimates from Installers with work awarded to the
entity submitting the lowest estimate or an estimate within
20 percent of the lowest estimate;
(8) a limit per Measure equal to 125 percent of the average
installation cost of the Measure, in per square /linear
foot, based on a random sample of 50 installations of such
Measure or 20 percent of the installations of such Measure
in the electrical service area of the Contractor during the
preceding 12 months; or
(C) a Contractor designed cost control mechanism approved by
Bonneville prior to the Audit.
(4) Bonneville may request that the Contractor submit a work plan as
part of the budget submittal requirements. The requirements for
such work plan shall be provided by Bonneville.
(d) Budget Approval.
Bonneville shall respond to timely budget requests no later than
2 calendar months after the end of the specified time periods.
Bonneville shall either approve the Contractor's budget request,
approve a portion of the Contractor's budget request, or disapprove
the Contractor's entire budget request.
(1) Bonneville shall approve the Contractor's entire timely budget
request if:
(a) funds are available to meet the Contractor's budget request
and all other timely budget requests;
10
(b) the budget request meets the requirements of
subsection 13(c) of this Agreement; and
(c) the Contractor can demonstrate its ability to complete the
expected units of accomplishment contained in its budget
request.
(2) If all of the Contractor's timely budget request is not
approved, Bonneville shall advise the Contractor in writing of
its approved budget and the reasons for not approving the entire
budget request.
(e) Budget Adjustments.
(1) If less than the entire amount of a budget request is approved,
Bonneville may subsequently approve a larger amount, not to
exceed the amount requested, and shall notify the Contractor as
soon as possible of its new approved budget.
(2) At any time during a Budget Year, the Contractor may request and
Bonneville may agree to increase or decrease the Contractor's
approved budget for such Budget Year.
(3) If, during any Budget Year, the Contractor fails to spend
80 percent of its approved budget, upon 30 days' written notice,
and after consultation with the Contractor, Bonneville may make
a pro rata reduction of the Contractor's approved budget based
on the Contractor's actual level of performance. Such reduction
shall not be made if Bonneville determines that the Contractor
has demonstrated that it will be able to spend its approved
budget by the end of the Budget Year.
14 Quality Control.
(a) Bonneville may review the Contractor's Weatherwise Program to
determine substantial compliance with the terms of this Agreement.
Such review may include, but is not limited to, inspection of the
Contractor's procedures, records or accounts and inspection of
weatherized Residences. Results of the review will be conveyed, in
writing, to the Contractor, in a timely manner, following completion
of the review.
(b) If a review determines that the Contractor's Weatherwise Program is
not in substantial compliance with this Agreement, Bonneville shall
consult with the Contractor and may:
(1) pursue corrective actions or financial adjustments;
(2) place the Contractor on the mandatory cost reimbursement method
described in Item 6 of Exhibit F; or
(3) suspend the Contractor's participation in the Weatherwise
Program in accordance with section 8 of Exhibit A.
11
(c) If a Contractor's Weatherwise Program, though in substantial
compliance with this Agreement, is found to contain operating
deficiencies, Bonneville may direct specific actions to correct such
deficiencies. If a review reveals repetition of previously
identified deficiencies Bonneville may, in addition to any other
reason for doing so under this Agreement, place the Contractor on the
mandatory cost reimbursement method described in Item 6 of
Exhibit F. Repeated failure by the Contractor to correct operating
deficiencies may result in a determination by Bonneville that the
Contractor's Weatherwise Program is not in substantial compliance
with this Agreement.
(d) If Bonneville determines that the Contractor's Weatherwise Program is
in substantial compliance with no operating deficiencies, all
payments made by Bonneville shall be final and conclusive except as
regards accounting errors, illegal acts, fraud, or gross mistakes as
may amount to fraud.
15. Use of Bonneville Funds by Contractor.
(a) The Contractor shall use payments from Bonneville for Administrative
Costs to reimburse the Homeowner or Homeowner Designee if the
Contractor or Installer charges to conduct an initial Audit and if
the Residence is weatherized under this Agreement.
(b) The Contractor shall disburse Incentives on behalf of Bonneville to
the Homeowner of the Residence for which the claim was made, or to
the Homeowner Designee. When agreed to by the Homeowner or Homeowner
Designee in writing, the Contractor may disburse such Incentives on
behalf of the Homeowner or Homeowner Designee to the Installer.
16. Program Records.
The Contractor shall maintain records in accordance with the provisions
contained in the appropriate Exhibit to this Agreement. Such records
shall be subject to review by Bonneville, only until the earlier of the
completion of a Financial Audit or 3 years after the end of the Budget
Year in which the record was created. However, those records relating to
eligible insulation Measures not installed shall be maintained through the
earlier of (a) 1 year after the termination of this Agreement; or
(b) until such Measure is installed.
17. Program Reports.
(a) Payment Methods Program Reports.
(1) Letter of Credit or Voluntary Cost Reimbursement.
The Contractor shall submit claims under these payment methods
using the Program forms referenced in Exhibit F, at least
quarterly and no more often than monthly, to be received no
later than the 15th day of the month following the period for
which reporting is being submitted, except for the final report
of the Budget Year. However, if no work was performed during a
reporting period for which a claim can be made, the Contractor
12
(b) The final report for each Budget Year shall be submitted in
accordance with the year end close out procedures provided by
Bonneville.
18. Payment.
shall only be required to notify Bonneville that no claims will
be made for such period. The means of such notification shall
be determined in consultation with Bonneville.
(2) Revolving Working Capital Advance.
The Contractor shall submit claims under this payment method
using the Program forms referenced in Exhibit F, monthly to be
received no later than the 15th day of the month following the
month for which reporting is being submitted, except for the
final report of the Budget Year. However, if no work was
performed during a reporting period for which a claim can be
made, the Contractor shall only be required to notify Bonneville
that no claims will be made for such period. The means of such
notification shall be determined in consultation with Bonneville.
(a) Methods of Payment.
The methods of payment available to the Contractor are limited to the
methods set forth in Item 6 of Exhibit F. Payments shall be made in
accordance with the payment method selected in writing by the
Contractor and approved by Bonneville. The Contractor may request a
change in the payment method by providing written notice to
Bonneville. Bonneville shall timely notify the Contractor in writing
whether or not such request is approved.
(b) Current Payment Amounts.
Subject to sections 13, 19, and 20 of this Agreement, Bonneville
shall pay the Contractor the amount determined in accordance with the
appropriate Exhibit for Measures completed on or after the Effective
Date. Bonneville shall authorize payment to the Contractor after
Bonneville's receipt and approval of the completed forms identified
in section 17 of this Agreement.
(c) When Bonneville has paid under another agreement for the installation
or completion of a Measure or a measure which meets the requirements
of this Agreement, no payments shall be made with respect to such
Measure or measure under this Agreement.
(d) Provisional Payments.
Payments made by Bonneville in accordance with subsection 18(b) of
this Agreement shall be considered provisional until the Contractor's
Weatherwise Program is determined to be in substantial compliance in
accordance with the Quality Control provisions of this Agreement or
until the claims on which such payments are based have been finally
approved in a Financial Audit.
13
ID r
19. Limitation of Program Funds.
(a) Bonneville shall notify the Contractor in writing upon determining
that sufficient funds may not be available to continue funding to the
maximum of the Contractor's approved budget. Such written notice
shall be given at least 120 days before the date of projected
unavailability of funds. Bonneville shall use its best efforts,
consistent with the prudent exercise of its fiscal responsibilities,
to obtain further funds to pay the amount indicated in the approved
budget. In the event of such notice, the Contractor shall use its
best efforts to minimize the compensation payable under this
Agreement.
(b) Within the total amounts established in the Contractor's approved
budget, Bonneville shall pay for Measures that are completed within
3 calendar months following the date the written notice identified in
subsection 19(a) of this Agreement is received by the Contractor and
for which timely claims are received by Bonneville. Claims shall be
considered timely if received by Bonneville within the period
specified in such written notice, which shall be no shorter than
4 calendar months.
(c) Bonneville shall notify the Contractor to the extent funds again
become available during the Budget Year in which written notice is
given in accordance with subsection 19(a) of this Agreement.
20. Other Sources of Funds.
(a) Bonneville may reduce Administrative Cost payments or Incentives
available to the Contractor or to the Homeowner or Homeowner Designee
under this Agreement, so as to limit the total reimbursement, from
all governmental sources, to the actual costs associated with the
weatherization of the Residence.
(b) Bonneville funds shall not take the place of funds that were
previously spent for Measures which would otherwise qualify for
payment in accordance with this Agreement.
21. Modification of Operating Area.
The parties to this Agreement may agree to permit weatherization of
Residences outside the Contractor's Operating Area within the Region.
Such action shall be by the agreement of the Contractor, Bonneville, and
any other affected Contractor(s) under the following terms:
(1) Weatherization shall be in accordance with the option operated by the
Contractor who shall be performing the work;
(2) The cost share for a Residence shall be that cost applicable to the
Contractor in whose service territory the Residence is located; and
(3) Bonneville shall determine and allocate budgets for all parties in
accordance with its normal budget allocation procedures.
14
22. Notices and Other Communications.
Written communication between the parties shall be delivered in person or
mailed to the address and to the attention of the person specified below:
If to Bonneville:
If to the Contractor:
Bonneville Power Administration
Puget Sound Area Office
201 Queen Anne Avenue North, Suite 400
Seattle, Washington 98109 -1030
ATTN: Barbara Hickey TBB
Contracting Officer's
Technical Representative
(206) 442 -4561
City of Port Angeles
Department of Light
P.O. Box 1150
Port Angeles, Washington 98362 -0217
ATTN: Ken Maike
Conservation Manager
(206) 457 -0411
Either party may change or supplement such address or specified person by
giving the other party written notice of such change.
23. Program Evaluation.
(a) The Contractor shall provide to Bonneville a random sample of no more
than 50 percent of the Program records relating to Weatherwise
Program activity for the period being evaluated. The information
submitted shall include:
(1) the total number of Residences from which the sample was
selected; and
(2) the billing records for a comparable period of time for a sample
of Weatherwise Program nonparticipants.
(b) The Contractor shall, upon 60 days' notice by Bonneville but no more
frequently than once in any 12 -month period, at the discretion of
Bonneville either transmit the data collected to Bonneville or permit
access to such data by Bonneville or its designee for purposes of
Program evaluation.
24. Dispute Resolution and Arbitration.
Disputes regarding this Agreement shall be resolved under the provisions
contained in section 22 of Exhibit A.
25. Severability.
If any provision of this Agreement is finally adjudicated by a court of
competent jurisdiction to be invalid or unenforceable, it is the parties'
15
26. Signature Clause.
Each party hereto represents that it has the authority to execute this
Agreement and that it has been duly authorized to enter into this
Agreement.
THE CITY OF PORT ANGELES, WASHINGTON
By
Title Port 'Ab C y T,] ght Director
Date
A
B
f7E T
AL/1
19?;
Title
Date
intent that the remainder of this Agreement, to the extent practicable,
continue in full force and effect as though such provision or any part
thereof so adjudicated had not been included therein.
IN WITNESS WHEREOF, Bonneville issues this Agreement.
7- 09-90
U
(VS6- PMCE- 4374c/4378c- 4379c)
UNITED STATES OF AMERICA
Department of Energy
By a�
Assistant Administrat
for Energy Resource's
Date APR 2 3 1CJJ
Mark Meador, Director
Community Action Weatherization
802 Sheridan
Port Townsend, WA 98368
CITY OF PORT ANGELES
240 WEST FRONT ST P 0 BOX 1150 PORT ANGELES, WASHINGTON 98362
PHONE (206) 457 -0411
October 2, 1986
RE: Community Action Council (CAC) Low Income Verification
Dear Mark:
r r
In accordance with our discussion at the meeting between Wendy Stern
shein, you and me on September 18, we make the following proposal:
(1) The City of Port Angeles will pay $10 per name for each low income
verification in compliance with the BPA Conservation Contract provided
by CAC to the City Conservation Division. BPA Residential Weatherization
Low Income requirements are 125% of Federally established poverty guide-
lines. The fee will be increased to $15 if a home visit is involved.
(2) The Conservation Division will supply CAC with a list of names re-
quiring verification. CAC will setup appointments, do the verification and
supply the City with documentation of low income eligibility using a mu-
tually agreed upon format similar to that used by Mason County PUD #1.
(3) Customers will sign a release for use of the information for the City
Weatherization Program.
(4) Verification shall be based on most recent three months except in
cases where CAC determines that twelve' month data is more indicative
of actual income level.
(5) Payment will be made monthly based on receipt of invoice for verifi-
cations completed.
5.4S
Mike Meador
October 2, 1986
Page 2
If this proposal is agreeable to CAC, please have the authorized repre-
sentative sign two copies of this letter and return one copy to me.
We look forward to working with you on this important segment of our
program.
ACCEPTED FOR THE CITY OF PORT ANGELES
Charles' D. Whidden
Date
Name
Mayor
October 7. 1986
ACCEPTED FOR CLALLAM /JEFFERSON COMMUNITY ACTION COUNCIL
Title
to l r(
Date
Sierely,
Sttaila Hardy
Conservation Manager
Conservation Programs: Commercial Conservation Program
Residential Weatherization Program
Shower Flow Restrictor Program
Street and Area Lighting Program
Water Heater Wrap Program
Under Section 2(f) of the Bonneville Project Act, the Administrator of the
Bonneville Power Administration (BPA) has determined that the energy savings
obtained from Port Angeles' implementation of the short -term conservation
programs referenced above have been cost effective. Therefore, any noncompli-
ance with the technical specifications is not cause for financial adjustment
and all payments will be considered final upon execution of this Contract
Closeout Agreement and completion of the action items described herein. The
amount payable to BPA shall be paid within 30 days of the date of execution of
this agreement.
(A) BPA:
CONTRACT CLOSEOUT AGREEMENT
City of Port Angeles Light and Power Department (Port Angeles)
Contract No.: DE- MS79- 81BP90811(Contract)
(1) Has completed an audit of Port Angeles' implementation of the subject
contract and a net financial adjustment of $605 due BPA was
recommended by the Auditors. The BPA Contracting Officer's staff has
reviewed the audit findings, met with a representative of Port
Angeles and concurs with the amount of the financial adjustment as
summarized in Attachment 1;
(2) will notify Port Angeles of the approval of the Action Plan and
confirm that the completed implementation conformed to the approved
Action Plan.
(B) Port Angeles:
(1) Will repay BPA $605;
(2) will, within 30 days subsequent to the execution of this agreement,
prepare and submit for approval to the BPA Puget Sound Area Office an
Action Plan which addresses the requirements of Attachment 2;
(3) will implement the approved Action Plan and provide a completion
report(s) within a mutually agreed to time schedule to the BPA
Contracting Officer, through the BPA Puget Sound Area Office; and
(4) will submit any requests for time extensions for completion of the
Act Plan to die BPA Puget Sound Area Office for approval.
APPROVED: /V
Peter T. Johnson
FO Administrator
Bonney le Power Administration
APPROVED:
DATE: j
Dave Flodstrom
City Manager
City of Port Angeles
54 -8
APPROVED: ATTEST: GL p C�Z
1/�iS G2/I/Il7t/� N
Steven G. Hickok Name, Title
Contracting Officer
Bonneville Power Administration
CONTRACT CLOSEOUT AGREEMENT
City of Port Angeles Light and Power Department
Contract No. DE- MS79- 81BP90811 (Contract)
Attachment 1
RECOMMENDED FINAL
PROGRAM ADJUSTMENT ADJUSTMENT
Commercial Conservation -0- -0-
Residential Weatherization
Program Measures -0- -0-
Administration -0- -0-
Training -0- -0-
Advertising -0- -0-
Shower Flow Restrictor -0- -0-
Street and Area Lighting $509 $509
Water Heater Wrap 96 96
TOTAL DUE BPA $605
I
ACTION PLAN REQUIREMENTS
City of Port Angeles Light and Power Department
Contract No.: DE- MS79- 81BP90811
II. Water Heater Wrap Installations: None.
III. House Tightening Measure Installations: None.
Attachment 2
Ceiling Installations:
Identification and correction of installations with inadequate
clearance around heat producing fixtures or improper kitchen fan
ventilation.
5.4 8
AMENDATORY
RESIDENTIAL WEATHERIZATION PROGRAM
CONSERVATION AGREEMENT
executed by the
UNITED STATES OF AMERICA
DEPARTMENT OF ENERGY
acting by and through the
BONNEVILLE POWER ADMINISTRATION
and
THE CITY OF PORT ANGELES
Index to Sections
Amendatory Agreement No. 6 to
Contract No. DE- MS79- 83BP91362
10/1/84
Section Page
1. Definitions 3
2. Term of Agreement 5
3. Exhibits 5
4. Program Overview 5
5. Available Measures 5
6. Program Procedures 6
7. Amendment of Agreement 7
8. Contractor Participation 7
9. Allocated Budget Share 7
10. Additional Budget Submittal Requirements 7
11. Payment Procedures 8
Section Page
12. Use of Bonneville Funds by Contractor 10
13. Program Records 11
14. Program Reports 12
15. Notices and Other Communications 12
16. Program Evaluation 12
Exhibit A (General Conservation Contract Provisions) 5
Exhibit B (Measures) 5
Exhibit C (Payment Methods) 5
Exhibit D (Contractor Costs) 5
Exhibit E (Consumer Incentive) 5
Exhibit F (Referenced Documents) 5
Exhibit G (Allocated Budget Share) 5
Exhibit H (Transition Payment) 5
Exhibit I (Retroactive Payment) 5
This AMENDATORY AGREEMENT, issued September 30, 1984, by the UNITED STATES
OF AMERICA, Department of Energy, acting by and through the BONNEVILLE POWER
ADMINISTRATION (Bonneville), to THE CITY OF PORT ANGELES (Contractor), a
municipal corporation of the State of Washington,
W I T N E S S E T H
WHEREAS the parties hereto, on September 27, 1983, executed the
Residential Weatherization Program Conservation Agreement (Contract
No. DE- MS79- 83BP91362, which as previously amended is hereinafter called
"Primary Agreement which provides for the joint implementation of measures
to achieve reductions in electric power consumption as a result of increased
efficiency of energy use; and
2
WHEREAS the parties hereto have mutually agreed in sections 4 and 5 of
Exhibit A of the Primary Agreement to allow Bonneville to unilaterally revise
Consumer Incentives, Contractor Costs, Measures, the method of calculating
energy savings to be produced by the installation of measures, or the
documents referenced in Exhibit F, by follong procedure.> outlined
therein; and
WHEREAS Bonneville, as required in section 4(b) of Exhibit A of the
Primary Agreement, has provided for the reasonable costs of implementing the
subject matter of this amendment by increasing the administrative cost
payment; and
WHEREAS Bonneville, as required in section 4(c) of Exhibit A of the
Primary Agreement, has provided for the reasonable increases in the cost of
operating this Agreement by establishing monitoring and mitigation cost
payments; and
WHEREAS Bonneville has complied with the procedures contained in
sections 4 and 5 of Exhibit A to the Primary Agreement by giving notice to all
Contractors of subjects to be discussed, holding two Contractor participation
meetings in which all amendments were discussed, and by providing copies of
all proposed amendments to all Contractors for 30 days' review;
NOW, THEREFORE, after considering all comments and revising the proposed
amendments, Bonneville amends the Primary Agreement by providing to the
Contractor this revised body of the Agreement and revised Exhibits B, D, E,
and F:
1. Definitions.
(a) "Building" means a structure containing or more Residences and
within which:
(1) all Residences are owned by one Homeowner; or
3
(2) if Residences are owned by separate Homeowners, each Homeowner
agrees, individually or collectively through the rules governing actions
of a Homeowners' association or like entity, prior to the Energy Analysis,
to act as one Homeowner with regard to this Program. Condominiums and "0"
lot line Residences with separate crawl spaces and attics 2h:a ?1 be
considered separate Buildings.
(b) "Duplex means a Building that contains no more and no less than two
Residences.
(c) "Energy Analysis" means an on -site inspection of a Building to
estimate the potential electric energy savings from Measu ^es and to estimate
the cost of achieving such savings.
(d) "Fourplex" means a Building that contains no more and no less than
four Residences.
(e) "Homeowner" means the fee owner, mortgagor, or the contract vendee of
a Residence, including one used for rental purposes.
(f) "House Tightening Measures" means exterior wall cavity insulation,
storm windows, replacement prime windows, vent conversions, sliding storm
doors, sliding door replacement, french doors, caulking or weather stripping.
(g) "Initial Budget Year" means the period commencing as of 2400 hours on
the later of September 30, 1983, or the last day of the month in which the
Contractor executed the Primary Agreement, and ending on September 30, 1984.
(h) "Installer" means an individual, partnership, corporation, or other
entity, other than the Contractor, which installs Measures and carries
liability insurance and assurance bonding for all work performed. Except for
nonprofit entities, all Installers must possess either a state contractor's or
similar license.
4
5
(i) "Low Income Consumer" means a Consumer whose combined household
income, determined in accordance with Item 10 of Exhibit F, is at or below
125 percent of the poverty level, adjusted for household size, determined in
accordance with criteria established by the Director of the U.S. Office of
Management and Budget.
(j) "Mobile Home" means a structure, built in one or more sections on a
steel chassis, which is originally designed to allow for transporting on its
own wheels to different sites, and is used with or without a permanent
foundation.
(k) "Operating Area" means that portion of the Contractor's el- ctric.1
service area which is located within the Region.
(1) "Residence" means that portion of a structure:
(1) which contains living facilities including provisicrs for
sleeping, eating, and cooking, for one or more persons;
(2) which uses electric space heating permanently installed prior to
April 15, 1983;
(3) which is within the Operating Area; and
(4) which is not a Mobile Home.
If a Residence is attached to any other Residence, the Building in which the
Residences are located must be either of wood frame construction or no higher
than three stories above grade.
(m) "Seasonal Residence" means any Residence determined by the Contractor
to be occupied for less than 180 days of each year.
2. Term of Agreement. This Agreement becomes. effective at 2400 hours
on the earlier of the last day of September, 1984 or January 31, 1985. and
shall continue in effect until 2400 hours on September 30, 1990, unless
terminated earlier as provided herein. All obligations arising from this
Agreement shall be preserved until satisfied.
3. Exhibits. Exhibit A (General Conservation Contract Provisions),
Exhibit B (Measures), Exhibit C (Payment Methods), Exhibit D (Contractor
Costs), Exhibit E (Consumer Incentive), Exhibit F (Referencc Documents),
Exhibit G (Allocated Budget Share), Exhibit H (Transition Payment), and
Exhibit I (Retroactive Payment), are hereby made a part of this Agreement.
Prior Exhibits B, E and F dated 4 /1/84 and prior Exhibit D dated 7/1/83 are
replaced by Exhibits B, D, E and F dated 10/1/84 attached hereto.
4. Program Overview. Bonneville shall pay the Contractor for retrofit
weatherization Measures accomplished in Buildings ccnta;n ng Residences of
Consumers and Low Income Consumers. Bonneville shall also pay the Contractor
for administering the Program described in this Agreement.
5. Available Measures. Payment is available for the Measures set forth
in Exhibit B.
6. Program Procedures.
(a) For Residences not previously weatherized under a Bonneville program,
the Contractor shall comply with the procedures in (1) below to accomplish
Measures. For those Residences previously weatherized under a Bonneville
program, the Contractor has the option of following the procedures in (1)
or (2).
(1) Upon request by the Consumer or Homeowner, the Contractor shall
conduct an Energy Analysis of the Building in accordance with procedures
contained in Item 6 of Exhibit F. The Energy Analysis shall be performed
by a person certified in accordance with the energy analyst training
procedures contained in Item 7 of Exhibit F. The energy analyst shall
give to the Consumer or Homeowner a copy of the Privacy Act notice
6
contained in Item 11 of Exhibit F. The Energy Analysis shall be performed
by a person other than the Installer of Measures listed in sections 2
and 3 of Exhibit 8 or such Installer's subcontractor. At the time of the
Energy Analysis of the Building, or at any time thereafter, and ur.cn
approval by the Consumer or homeowner, the Contractor may previoe :r the
installation of the Measures listed in section 1 of Exhibit 8. Using the
standard heat loss methodology contained in Item 2 of Exhibit F, or an
alternate heat loss methodology indexed in accordance with the procedures
contained in Item 4 of Exhibit F, the Contractor shall determine all
Measures eligible for payment and give the Consumer or Homeowner a list of
all Measures eligible for payment and an estimate of the annual
kilowatthour savings that would be realized from the installation of each
such Measures.
(2) Upon request by the Consumer or Homeowner the Contractor shall
determine, exclusively, all House Tightening Measures eligible for
payment. Using the conditions and measurement of the Residence as
determined in the Energy Analysis performed at the time the Residence was
first weatherized under a Bonneville program, and the standard heat loss
methodology contained in Item 2 of Exhibit F to this Agreement or an
alternate heat loss methodology indexed in accordance with the procedures
contained in Item 4 of Exhibit F, the Contractor shall calculate the
annual kilowatthour savings for all Measures available under this
Agreement. The Contractor shall then total the annual kilowatthour
savings for all Measures previously installed under a Bonneville program
and for all House Tightening Measures eligible for payment under this
Agreement. The Contractor shall use the above estimate of annual
kilowatthour savings when performing the appropriate calculation in
7
section 2 or 3 of Exhibit E to arrive at a dollar figure; the Contractor
shall then take the above dollar figure and deduct the Consumer Incentive
previously paid by Bonneville to the Consumer in order to arrive at the
maximum amount of funds available for House Tightening Measures. The
Contractor shall give to the Consumer or Hemepw 2r a 1;st of all House
Tightening Measures eligible for payment and an estimate of the annual
kilowatthour savings that would be realized from the installation of each
of such House Tightening Measures.
(b) The Contractor shall inform the Consumer or Homeowner that kickbacks,
rebates or other non Program benefits from Installers are prohibited and may
be subject to Federal law. The energy analyst shall foilo all procedures
contained in Item 12 of Exhibit F dealing with the possible indoor air quality
effects of the Measures available under this Agreement.
(c) In accordance with inspection procedures contained in Item 6 of
Exhibit F, the Contractor shall provide for the inspection of each Measure
installed and shall certify to Bonneville that the materials and installation
meet or exceed the specifications contained in Item 1 of Exhibit F. The
inspection shall be performed by a person certified in accordance with the
inspector training standards contained in Item 7 of Exhibit F. The inspection
shall be performed by a person other than the Installer of such Measures or
such Installer's subcontractor.
7. Amendment of Agreement. The documents referenced in Exhibit F shall
be amended in accordance with section 4(b) of Exhibit A; however, each
document may be amended no more frequently than twice in the Initial Budget
Year and once in each Subsequent Budget Year without providing a detailed
explanation of the reason the proposal is necessary.
8
8. Contractor Participation. Bonneville shall hold a contractor
participation meeting, in accordance with section 5 of Exhibit A, no later
than March 1 of the Initial Budget Year and no later than October 1 of each
Subsequent Budget Year.
9. Allocated Budget Share. The Ai;Dcat,d EU ,et Share specified in
Exhibit G shall be available to the Contractor in accordance with Exhibit A.
10. Additional Budget Submittal Requirements.
(a) For purposes of this Agreement, the initial budget request must be
received by Bonneville no later than October 31, 1983, in order to be
considered timely.
(o) For each Budget Year the Contractor's request shall be submitted on
work plan and budget forms referenced in Item 9 of Exhibit F and shall contain
all information requested that is applicable for such Budget Year.
11. Payment Procedures.
(a) The methods of payment available to the Contractor are set forth in
Exhibit C. Payments shall be made in accordance with the method, terms, and
procedures of the payment method selected in writing by the Contractor for the
first energy conservation agreement executed by the Contractor which is
offered to the Contractor on or after July 1, 1983. The Contractor may
request a change in the payment method by providing written notice to
Bonneville. Bonneville shall timely notify the Contractor in writing whether
or not such request is approved.
(b) Bonneville shall pay the Contractor in accordance with Exhibit D for
administering this Agreement.
(c) For each Budget Year the Contractor shall submit, in the work plan
referenced in Item 9 of Exhibit F, one of the following cost control
9
mechanisms to be used by the Contractor in the determination of the Consumer
Incentive available for Low Income Consumers:
(1) three estimates from installers with work awarded to the entity
submitting the lowest estimate or an estimate within 20 percent of the
lowest estimate;
(2) a limit per Measure equal to 125 percent of the average
installation cost of the Measure, in per square /linear foot, based on a
random sample of 50 installations of such Measure or 20 percent of the
installations of such Measure in the electrical service area of the
Contractor during the preceding 12 months; or
(3) a Contractor designed cost control mechanism approved ay
Bonneville prior to the Energy Analysis.
(d) Bonneville shall pay the Contractor the amount determined in
accordance with Exhibit E for installed Measures listed in Exhibit B, which
are inspected in accordance with section 6(d) on or after the Effective Date.
The percentages of the actual cost of the installed Measures that Bonneville
shall pay in accordance with section 2 of Exhibit E and the amount per
estimated annual kilowatthour saved that Bonneville shall pay in accordance
with section 3 of Exhibit E shall be established for each Budget Year by the
Contractor in the work plan, referenced in Item 9 of Exhibit F.
(e) Notwithstanding section 7(b)(1)(C) of Exhibit A, Bonneville shall pay
the Contractor the amount determined in accordance with Exhibit I for
installed Measures listed in Exhibit B, which are inspected in accordance with
section 6(d), which were accomplished under a Contractor program on or after
December 5, 1980, and prior to October 1, 1983, and which are otherwise
eligible for retroactive reimbursement in accordance with section 7 of
Exhibit A.
10
(f) If after the Effective Date a Measure is added to Exhibit B, the
Contractor shall become eligible for retroactive reimbursement by Bonneville
in accordance with Exhibit A for each similar measure completed or installed
under a Contractor program between December 5, 1980, and the date the Measure
is added.
(g) If section 4 of Exhibit B of the Primary Agreement, referred to in
the recitals, is amended to allow payment by Bonneville for Measures not
previously eligible for payment due to installation restrictions, the
Contractor shall become eligible for payment by Bonneville in accordance with
Exhibit A for such measures:
(1) which were completed or installed by the Contractu on or after
December 5, 1980, and prior to the date the Measures become eligible for
payment by Bonneville;
(2) which include any mitigation set forth in the specifications
applicable to such measures; and
(3) which substantially conform to or exceed specifications listed
in Item 1 of Exhibit F when such measures were installed.
(h) During a Budget Year when a retroactive claim for measures under
subsection (e), (f) or (g) above is determined to be complete, but funds are
not available for full payment during such Budget Year, the Contractor may
elect to have the Approved Budget for such Budget Year reduced by an amount up
to the unpaid portion of such complete retroactive claim, and receive payment
of such amount in such Budget Year.
12. Use of Bonneville Funds by Contractor.
(a) Except for payment for Measures listed in section 1 of Exhibit B, the
Contractor shall use payments from Bonneville in accordance with
sections 11(d), (e), (f), and (g) as follows:
11
(1) the Contractor shall pay or shall have paid an equal amount of
funds directly to the Homeowner of the Residence in which the Measures
were installed, or to the Homeowner's designee, or
(2) if the Contractor operates a residential conservation loan
program, or has aavanced funds to a Rom:owner of a Residence in which the
Measures were installed, or to the Homeowner's designee, the Contractor
shall use the funds paid by Bonneville and the interest earned on those
funds solely to offset the principal amount or the Contractor's or
Homeowner's interest costs of those conservation loans or advances. Upon
satisfaction of all such loans or advances the Contractor shall return to
Bonneville any remaining balance of Bonneville funds including tho
interest earned on those funds. This subsection shall prevail over
subsections 2(b)(5) and 3(b)(2) of Exhibit C.
(b) The Contractor shall use payments from Bonneville in accordance with
section 11(b) to reimburse the Homeowner of the Residence in which the
Measures were installed to the extent the Homeowner has paid the Contractor
for conducting an energy analysis.
13. Program Records.
(a) The Contractor shall maintain a record of the following information
regarding its transactions concerning the Measures listed in sections 1, 2,
and 3 of Exhibit B that are accomplished in a Building:
(1) date of performance and the results of the Energy Analysis,
including Building measurements and sketches, data derived from the
Building for energy saving calculations and measure -cost estimates, and
the list of Measures eligible for payment;
(2) age of Building if 45 years of age or older;
(3) Consumer's name, address, and account number by Residence;
12
(4) documentation of eligibility for each Low Income Consumer;
(5) water heater tank location (heated or unheated space);
(6) the Electric Power consumption during the 12 -month period
preceding the Energy Analysis for each Residence; and
L7) Electric Power consumption for the 12 -month period following
inspection of Measures for each Residence; and
(8) date of inspection and a list of Measures installed in
accc-:lance with section 6(d);
(9) the disbursement of the funds expended by the Contractor in
accordance with section 12;
(10) total cost of installed Measures including the Corsumer
Incentive;
(11) Consumer or Homeowner's written acknowledgment of receipt of the
inccc,r air quality brochures, including the Consumer or Homeowner's
written decision for dealing with radon monitoring and mitigation, if
applicable;
(12) supporting documents and records necessary for Financial Audit
and verification of costs billed to Bonneville; and
(13) supporting documents and records necessary to verify that the
requirements of section 11 have been satisfied.
(b) When a Contractor operates a residential loan program under this
Agreement, the records oh each loan shall be retained for 3 years after the
satisfaction of the loan.
14. Program Reports. The Contractor shall submit completed monthly
reporting and program forms, referenced in Item 8 of Exhibit F, for each
calendar month of this Agreement to be received no later than the 15th day of
the month following the calendar month for which reporting is being
13
submitted. However, monthly reporting forms for September must be received by
October 10.
15. Notices and Other Communications. Written communication between the
parties shall be delivered in person or mailed to the address and to the
attention of the person specified beThw:
If to Bonneville:
If to the Contractor:
Bonneville Power Administration
Attn:
(Name and /or Title)(Phone Number)
City of P
P Rnx 115(1
Pnrt Aocielac WA 98362
Attn: R. E. Saville. Director 457 -0411 Ext. 187
(Name and /or Title)(Phone Number)
16. Program Evaluation.
(a) The Contractor shall provide to Bonneville Program records on a
random sample of Residences selected. The information submitted shall include:
(1) the number of Residences from which the sample was selected; and
(2) the billing records for a comparable period of time for a sample
of Program nonparticipants.
(b) The Contractor shall, upon 60 days' notice by Bonneville but no more
frequently than once in any 12 -month period, at the discretion of Bonneville
14
ter
either transmit the data collected to Bonneville or permit access to such data
by Bonneville or its designee for purposes of Program evaluation.
IN WITNESS WHEREOF, Bonneville issues this Amendatory Agreement.
UNITED STATES OF AMERICA
Department of Energy
(WP- PKL- 2268c)
By
Assistar14i4dministrator for Conservation
Date S EP 2 8 1984
15
1 4
1. Electric Water Heater Measures
Electric water heater wraps with appropriate water heater pipe insulation
may be installed in any Residence in accordance with specifications
contained in Item 1 of Exhibit F.
2. Energy Savings Measures
Measures
Exhibit B, Page 1 of 2
Residential Weatherization Program
10/1/84
(a) The following Measures may be installed in any Residence in
accordance with specifications contained in Item 1 of Exhibit F;
(1) ceiling insulaticn, exterior roof insulation, and ventilation,
when required;
(2) floor insulation or perimeter insulation with associated vapor
impermeable ground cover, pipe wrap and appropriate ventilation;
(3) wall insulation such as: exterior wall cavity insulation; and
unfinished wall insulation;
(4) duct insulation;
(5) hydronic pipe insulation;
(6) window treatments, such as: storm windows; sash mounted storm
windows; replacement multi glazing; replacement prime windows;
and vent conversions; or
(7) doors, such as: sliding storm doors; multi- glazed inserts;
sliding door replacements; and french doors.
Hydronic pipe insulation shall not be eligible for retroactive
reimbursement available under section 11(f) of the body of the
Agreement.
Exhibit B, Page 2 of 2
Residential Weatherization Program
10/1/84
(b) If any of the Measures in section (a) above are installed in a
Residence the following Measures may be installed in accordance with
specifications contained in Item 1 of Exhibit F;
(1) clock thermostat(s);
(2) caulking; or
(3) weatherstripping.
(c) Dehumidifiers may be installed in any Residence in accordance with
specifications contained in Item 1 of Exhibit F.
3. Mitigation Measure(s)
If necessary for the mitigation of possible indoor air quality effects
pursuant to the procedures contained in Item 12 of Exhibit F, the
following Measure(s) may be installed in any Residence in accordance with
specifications contained in Item 1 of Exhibit F:
(WP- PKL- 2268c)
Air -to -Air Heat Exchanger(s).
1. Administrative Costs
Contractor Costs
Exhibit D, Page 1 of 2
Residential Weatherization Program
10/1/84
(a) For Residences not previously weatherized urder a Bonneville program
or Residences weatherized under a Bonneville program using a standard
heat loss methodology dated prior to July 1983, upon the Contractor's
certification that any of the Measures listed in section 2(a) of
Exhibit B have been installed in a Residence in accordance with the
specifications contained in Item 1 of Exhibit F, Bonneville shall pay
the Contractor:
(1) $200 for the first Residence in a Building;
(2) $25 per Residence for the second, third, and fourth
Residences in a Building;
(3) $10 for each additional Residence in a Building; and
(4) an additional $100 per Building for the first 100 Buildings for
which claim for payment is made during a Budget year;
(b) For Residences weatherized under a Bonneville program using a
standard heat loss methodology dated July 1983, or April 1984, upon
the Contractor's certification that any of the House Tightening
Measures, exclusive of caulking and weather stripping, have been
installed in the Residence in accordance with the specifications
contained in Item 1 of Exhibit F, Bonneville shall pay the Contractor:
(1) $40 for the first Residence in a Building;
(2) $25 per Residence for the second, third, and fourth Residences
in a Building; and
(3) $10 for each additional Residence in a Building.
(c) Only one administrative cost payment as provided in (a) or (b) shall
be made for each Residence.
(d) Bonneville shall pay an additional $10 per Residence upon the
Contractor's certification that any Residence qualifying for an
administrative cost payment under (a) or (b) above is the Residence
of a Low Income Consumer.
2. Monitoring and Mitigation Costs
Exhibit D, Page 2 of 2
Residential Weatherization Program
10/1/84
(a) Upon the Contractor's certification that the Consumer or Homeowner
has been provided the resits from the evaluation of the radon
monitoring of the Residence, Bonneville shall pay the Contractor 520.
(b) Upon the Contractor's certification that any of the mitigation
measures listed in section 3 of Exhibit B have been installed in the
Residence in accordance with the specifications contained in Item 1
of Exhibit F, Bonneville shall pay the Contractor $30.
3 Training
(a) Bonneville shall pay the Contractor the actual training costs, not to
exceed $100 per day and not to exceed a total of $1000, for each
analyst or inspector trained under this subsection in accordance with
procedures contained in Item 7 of Exhibit F, upon certification to
Bonneville that the energy analyst or inspector has successfully
completed the appropriate requirements specified in procedures
contained in Item 7 of Exhibit F. Except as provided in
subsections (b) and (c) below, Bonneville shall not pay for the
training of an energy analyst or inspector who has successfully
completed training substantially similar to the training provided in
accordance with this Agreement.
(b) Bonneville shall pay the Contractor the actual training costs, not to
exceed 5100 per day and not to exceed a total of 5200 in any Budget
Year for each analyst or inspector who receives recertification
training after July 1, 1983, in accordance with training procedures
contained in Item 7 of Exhibit F.
(c) Bonneville shall pay the Contractor the actual training costs, not to
exceed $100 per day and not to exceed a total of $200 in any Budget
Year for each analyst or inspector, certified or recertified under
this Program, who receives any special training in accordance with
training procedures contained in Item 7 of Exhibit F.
(d) Bonneville shall not pay for any energy analyst's or inspector's
salary, travel, meals, or lodging during training.
(WP- PKL- 2268c)
i
(a)
Consumer Incentive
Exhibit E, Page 1 of 2
Residential Weatherization Program
10/1/84
1. For Measures listed in section 1 of Exhibit 8, arid in ,7-bordance with
section 11(d) of the body of this Agreement, Bonneville shall pay the
Contractor at the fixed rate of $25 per electric water heater. Only one
payment per electric water heater shall be allowed.
2. When any or all Measures eligible for payment on the basis of an Energy
Analysis are installed in a Building as the result of the same Energy
Analysis, and in accordance with section 11(d) of the body of this
Agreement, Bonneville shall pay up to 85 percent of the actual cost of the
installed Measures, not to exceed $0.320 per estimated annual kilowatthour
saved by the total of all Exhibit B section 2(a) and 2(b) Measures
installed.
3. When all Measures eligible for 100 percent BPA payment in accordance with
(a) below are installed in a Building in which, at the time of the Energy
Analysis, not less than 66 percent of the Residences are occupied by Low
Income Consumers, or in a Duplex or a Fourplex in which, at the time of
the Energy Analysis, not less than 50 percent of the Residences are
occupied by a Low Income Consumer, and in accordance with section 11(c)
and (d) of the body of this Agreement, Bonneville shall pay:
up to the actual costs of the installed Measures, not to exceed
$0.378 per estimated annual kilowatthour saved by the total of all
Exhibit B section 2(a) and 2(b) Measures installed; and
(b) for Homeowner occupied Low Income Consumer Residences up to $150 for
the work required to prepare a Residence for the installation of any
Exhibit B section 2(a) Measure, not to exceed the amount resulting
from subtracting the Consumer Incentive determined in subsection 3(a)
above from the kilowatthour saving limitation computed for such
subsection. Such payment shall be used for work accomplished on the
Residence to protect the life of the Measures installed or the energy
savings of such Measures over their useful life.
However, eligibility for the payment level under (a) or (b) shall not be
affected by the Low Income Consumer or Homeowner's election not to install
House Tightening Measures.
4. When a dehumidifier is installed in a Residence, and in accordance with
section 11(d) of the body of this Agreement, Bonneville shall pay the
actual cost of the installation not to exceed $240 for each dehumidifier.
(WP- PKL- 2268c)
Exhibit E, Page 2 of 2
Residential Weatherization Program
10/1/84
5. The Consumer Incentive in sections 2, 3, and 4 of this Exhibit shall not
include any amount for the labor of any entity other than an Installer.
6. In determining the Consumer Incentive in sections 2, or 3 above, for a
Seasonal Residence, the total annual kilowatthours saved shall be reduced
by 50 percent.
7. When one or more air -to -air heat exchangers are installed in a Residence
pursuant to the procedures contained in Item 12 of Exhibit F, and in
accordance with section 11(c) and (d) of the body of this Agreement,
Bonneville shall pay:
(a) up to 85 percent of the actual cost of the installation not to exceed
$850 per Residence; or
(b) 100 percent of the actual cost of the installation in a Homeowner
occupied Low Income Consumer Residence not to exceed $1000 per
Residence.
Referenced Documents
Exhibit F, Page 1 of 1
Residential Weatherization Program
10/1/84
The following Bonneville documents are hereby incorpo• by rof_renc_ into
this Agreement and shall be subject to the terms hereof:
1. Weatherization Specifications of October 1984
2. Standard Heat Loss Methodology of October 1984
3. Standardized Weather Data of April 1984
4. Procedures for Indexing Alternate Heat Loss Methodologies of July 1983
5. Software Certification Procedures of April 1984
6. Energy Analysis /Inspection Procedures of October 1984
7. Training Procedures of October 1984
8. Monthly Reporting and Program Forms of October 1984
9. Work Plan and Budget Forms of October 1984
10. Income Criteria of October 1934
11. Privacy Act Notice to Consumer of April 1984
12. Indoor Air Quality Procedures of October 1984
(WP- PKL- 2268c)
4
MEMO �N UM
September 15, 1983
TO: City Council
FROM: City Attorney
RE: Long -Term Conservation Contracts
The purpose of this memorandum is to bring to your attention the most sig-
nificant legal issues that relate to the signing of the long -term conserva-
tion contracts with the Bonneville Power Administration (BPA). 'These
issues have been raised in several meetings that have been attended by
attorneys for various northwest electric utilities.
These issues relate primarily to the "contract charge For a discussion
of what the contract charge is, see the September 20, 1983, memorandum to
the City Council from Tamasin Sterner and Richard L. French regarding con-
servation programs.
1. Unilateral Modification.
One of the bothersome features of the long -term conservation contracts is
that thet may be unilaterally modified by BPA. This raises the problem,
most specifically with regard to the contract charge, as to the enforce-
ability of a contract change that is unsupported by additional considera-
tion and a mutual change of obligations.
The simple response to this concern is that the contracts may be terminated
by the City in the event a modification by BPA is unacceptable. (However,
the City would have to pay an alternate charge, which is discussed below.)
2. Open Endedness of Contract Charge.
There is some uncertainty as to what the exact amount of the contract
charge will be. This is because the method of calculating the contract
charge will not be final until the BPA director makes his final decision in
the current rate case, which is due September 30, 1983. The legal situa-
tion here is similar to the participants' agreements with the Washington
Public Power Supply System (WPPSS), which were invalidated by the Washing-
ton State Supreme Court in Chemical Bank v. WPPSS, et al, Wn.2d
(1983)
The long -term conservation contracts are distinguishable from the partici-
pants' agreements, however, because there is no possibility that the City
will receive nothing by entering into these contracts. The City will re-
ceive conservation program funding from BPA. Although the amount that the
City must pay through the contract charge is uncertain at this point, it is
known that the City's contract charge will be relatively insignificant com-
pared with the amount that the City will be paying BPA through its rates
for the conservation programs whether the contracts are entered into, and
the programs are funded, or not.
Additionally, there is some uncertainty as to how the alternate charge will
be calculated. However, BPA has given assurances that the alternate charge
will be limited to actual costs incurred up to the date that the utility
elects to terminate the contract(s). This is what the contracts themselves
provide.
3. BPA Authority to Implement the Contract Charge.
Concern has been expressed that BPA's statutory authority allows it to
raise revenue through setting rates but does not give BPA any authority to
raise revenue in other ways, such as through the contract charge in the
long -term conservation contracts. The response of BPA'a attorneys is that
the contract charge is within BPA's legal authority.
4. Other Issues.
Various other legal issues have been raised by attorneys reviewing the con-
tracts. One example is the alleged unconscionabi -ity of the contracts due
to the lack of fair negotiations. The response to this issue is that there
was a six -month negotiation process engaged by BPA and representatives
of northwest utilities, which process resulted in significant changes in
the contracts. Another example is the alleged inconsistency with the
Regional Power Plan. This problem has been discussed by BPA and the
Northwest Power Planning Council, and any irreconcilable inconsistencies
may be corrected by amending the contracts.
CONCLUSION
While there are significant legal issues involving the contract charge,
since the amount of the contract charge that the City would have to pay is
insignificant compared with what the City would pay through its rates in
any event, the contract charge does not mitigate against the City signing
the contracts. Further, it is very likely that a lawsuit will be filed in
the near future, either by BPA or a utility such as Seattle City Light,
which would have to pay a very large contract charge, in order to determine
the validity of the contract charge. Such a test case would allow for
severability of any invalid provisions and /or modification of the contracts
in accordance with the decision of the courts.
Craig D .'linutson
City Attorney
CDK:LF
a
TO:
FROM:
CITY MANAGER, MAYOR, AND CITY COUNCIL
DATE: SEPTEMBER 20, 1983
SUBJECT: CONSERVATION PROGRAMS
BACKGROUND:
ANALYSIS:
TAMASIN STERNER, CONSERVATION MANAGER
RICHARD L. FRENCH, ENGINEERING AND OPERATI :ONS,,MANAGER
Our existing Zero Interest Loan Residential Weatherization Program, the
Residential Water Heater Wrap Program, and the Street and Area Lighting
Efficiency Improvement Program expire September 30, 1983.
BPA has offered us Long -term Conservation Contracts to replace these
short -term conservation contracts now in place.
The Residential Weatherization Program
BPA's goal for this 7 year program is to weatherize about half of the
regions electrically heated homes by 1990. In all, about 650,000 res-
idences will receive weatherization. BPA will spend approximately
$909,000 on this scaled back program which represents a prudent, business
approach to conservation in view of the region's near -term surplus of
power. The direction is toward establishing a program that can be ex-
panded rapidly when necessary to meet future energy needs, while currently
maintaining a reduced pace approach to conservation in the region.
The Light Department plans to reflect BPA's move and decrease program
levels by 25 Conservation Division goals, should Council sign the
contract, would be to weatherize 6% of the city's electrically heated
homes in 1984, down from 7.8% in 1983. Impacts on staffing levels will
be discussed during budget presentation.
The weatherization program that has been offered to us is not a loan
program. Instead, it is a "grant" or "buy- back" program, where a por-
tion of the cost of the weatherization measures for a particular house
is paid for by BPA. This portion doesn't have to be repaid. The dif-
ference between the cost and what BPA pays is paid for by the customer.
The amount BPA pays is dependent upon expected kWh savings realized by
the installation of such measures. A detailed program description is
accompanying this memo.
Street and Area Lighting Efficiency Improvement Program
BPA's goal for this program is to install 316,000 energy efficient
street lighting fixtures, for $63,000,000.
We got involved in this program in December, 1981. Since that time the
Light Department has converted approximately 885 or 68% of the street
lights from mercury vapor to high pressure sodium. Bonneville Power
Administration (BPA) has reimbursed us approximately $103,300 for this
work. This is approximately 90% of the cost of the program.
The Light Department has yet to do approximately 412 street lights at a
cost of approximately $107,000, of which approximately $83,000 would be
reimbursed by BPA. The Light Department expects to finish this program
in calendar year 1984. Partial matching funds will be required from the
Light Department for conversion of the street lighting on 8th and
Lincoln Streets because necessary technical modifications must be com-
pleted concurrent with the sodium retrofit project.
The new program is not appreciably different from the old program. The
only note worthy differences are additional reimbursement levels iden-
tified in the Tables, and the conservation charge.
It is the goal of Port Angeles City Light to convert the remaining
street lights to high pressure sodium in 1984, and provide funding to
our non profit public owned customers for area lighting efficiency
improvement on their facilities. We estimate our customer's funding
needs at approximately $35,000 which is 100% reimbursable by BPA.
RECOMMENDATION:
The Light Department recommends that Council authorize the Mayor to sign
the Residential Weatherization Program and the Street and Area Lighting
Efficiency Improvement Program contracts and the attached ordinance
which authorizes the Conservation Manager, Engineering and Operations
Manager, and City Light Director signatures to sign monthly programatic
reports.
ATS /RLF /clr
Attachments
QUESTIONS AND ANSWERS
QUESTION Why conserve when there is an electricity surplus?
ANSWER: There are several reasons why conservation is important even
when there is a surplus of electricity.
1. The programs BPA' is offering, and have always offered, are based on
the long -term need for power. True, we don't need the power now, but we
will in the future. We are shaping needs for electricity in the future.
This is the same reason we build power plants during times of short term
surplus.
2. We don't know how long the surplus will last. This depends largely
on the outcome of WPPSS 1 and 3.
3. In the Northwest Conservation and Electric Power Plan, conservation
is a major power resource for years to come.
4. Efficient use of any resource makes sense.
5. The programs are supported by powerful infrastructures. If we stop
conservation and then begin again, our installers, employees, product
manufacturers, and customers would suffer.
6. Our consumers want to know how to reduce their bills. Even though
rates are up partially because of conservation, they are lower than they
would be without conservation.
QUESTION: What happens if we don't sign these contracts now and want to
sign later when there is a power deficit?
ANSWER: If we don't sign either the Street Light Program or the Residen-
tial Weatherization Program, our consumers will not be offered BPA's
Institutional Buildings Program, nor would the City be able to continue
our involvement in that program. The Planning Department's involvement
in the Technical Assistance Program would cease. We would not be able
to participate in any future BPA funded programs, nor is there a guarantee
that we'll be offered any programs. In addition, our customers are paying
for regional conservation expenditures through our rates. They would pay
for it whether or not we are offering them a conservation program. Further,
Bonneville has the authority to levy surcharges on utilities who do not
commit to substantive programs either in conjuntion with Bonneville or in-
dependently.
QUESTION: What percentage of the cost of the programs is reimbursed?
ANSWER: Approximately 85% of the Residential Weatherization Program and
approximately 80% of the Street Light Program in 1984 will be reimbursed
by BPA. These percentages should increase each year.
QUESTION: How does BPA's goals for conservation meet the Northwest Con-
servation and Electric Power Plan?
ANSWER: Conservation is first among equals when it comes to treatment of
power resources under the Regional Act. BPA has designed their programs
so that no matter when the power deficit returns, BPA can "hit the con-
servation accelerator to perform at the level necessary to meet the
Plan.
There are a couple of areas where the contracts are not consistent with
the Plan:
BPA uses different criteria for determining household income.
BPA's cost reimbursement level for low income households is lower
than the Plan's.
There is no guarantee that a consumer will completely weatherize
his home.
BPA intends to modify the contracts to conform to the Plan as soon as
possible. These modifications will require an amendment to the Long -term
contracts.
QUESTION: What benefit, in addition to conservation, is converting the
street lights to high pressure sodium?
ANSWER: Reducing the energy used to provide street lighting will reduce
the overhead expenses passed on to electric utility customers both now
and in the future, while funding for the conversion is provided by the
Bonneville Power Association regional electric customers.
QUESTION: What is the purpose of the contract charge and how much will
it be?
ANSWER: Conservation programs are funded out of the rates utilities (and
therefore, ratepayers) pay. BPA will charge all utilities who sign these
contracts a fee that is meant to help equitably allocate the costs of
conservation among all BPA's customer classes.
All utilities that buy power from BPA were offered the existing conservation
contracts. The utility that buys 25% of its power from BPA is offered the
same program benefits as a utility that buys 100% of its power from BPA.
The ratepayers of the first utility are paying for less than their share
of the costs of conservation. The first utility received program reim-
bursements but did not pay a proportionate share of the cost of conser-
vation in their current program offer. Those utilities that buy all their
power from BPA will pay their share of conservation costs through their
rates. Those utilities that don't buy all their power from BPA will pay
a contract charge. If we sign the contracts, we will receive a bill in
May 1984 for approximately $3,300. In May of 1985, our charge will be
approximately $7,600. Everytime there is a BPA rate adjustment, the con-
servation charge can be adjusted. If we increase the percentage of power
we buy from BPA, and if BPA's conservation costs decrease, the contract
charge would also decrease. The charge could also go down as the surplus
decreases and the costs of conservation could be completely recovered
in the rates.
This charge, then for Port Angeles, is and will continue to be minimal.
Those utilities which generate a substantial portion of their own load
may pay a significantly higher charge.
CITY OF PORT ANGELES
CONSERVATION PROGRAMS
WHEN PROGRAM
July, 1980 thru Dec., 1982 PILOT RESIDENTIAL WEATHERIZATION PROGRAM
Dec., 1981 thru Sept., 1983 RESIDENTIAL WATER HEATER WRAP PROGRAM
Dec., 1981 thru Sept., 1983 STREET AND AREA LIGHTING EFFICIENCY PROGRAM
Jan., 1983 thru Sept., 1983 SHORT TERM ZERO INTEREST LOAN WEATHERIZATION
No term INSTITUTIONAL BUILDINGS PROGRAM
July, 1982 thru July, 1984 SOLAR DOMESTIC WATER HEATING WORKSHOP PROGRAM
June, 1982 thru present WASHINGTON ENERGY EXTENSION SERVICE WORKSHOPS
Feb., 1983 thru present WASH. STATE ENERGY OFFICE GRANTS
July, 1982 thru July, 1984 WASH. STATE ENERGY OFFICE TECHNICAL ASST.
ACfOMP1, TSHMFNTS
weatherized 762, or11% of the City's electrically heated
homes, lent $2,350,000, wrapped 206 water heaters, distrib-
uted countless flow restricters, 5,570,000 kWh savings yearly.
wrapped 3600 tanks, expect to save 1,566,000 kwh yearly
converted 885 street and area lights, expect to save
499,000 kWh yearly
weatherized 2b2, or 4% of the City's electrically heated
homes, lent $700,000, expect to save 2,026,000 kWh yearly
contracted to receive $106,041 for energy management measures
for the Pool, energy analyses completed on most City buildings
offering a 2i day workshop next month
co- sponsored 12 evening workshops, planned 6 more
held an Energy Awareness Workshop for Seniors,
contracted for Schools Energy Program
development of energy efficient codes; community energy
planning (Planning Dept.)
87% of the qualified people who had Home Energy Analyses choose to take our loan to weatherize their homes. Our current
backlog on analyses requests is 700.
Date
ANALYSES REQUESTED
ANALYSES REFUSED
OR UNQUALIFIED
ANALYSES COMPLETED
BACKLOG
AGREEMENTS SIGNED
AMOUNT FUNDED
EST. KWH SAVINGS
JOBS COMPLETED
AMT. PAID TO INSTALLERS
BPA /CITY OF PORT ANGELES
RESIDENTIAL WEATHERIZATION PROGRAM
MONTHLY PROGRESS PEPORT
9 -1 -83
From 8 to 8 -31
THIS MONTH TO DATE
7 2260
2 243
29
2 1317
+3 700
1 1044
$3,075.34 $3,030,710.27
297,464 7,709,969
890
$117,707.27 $2,645,337.66
AUGUST 10133
AS OF JULY
1903
0000
7000
6000
4000
3000
2000
0
UNITS TO DATE
INIIVIIIP
VIM
1000
KM SAVED
RESIDENTIAL WEATHERIZATION PROGRAM
NONTILY PROMS REPORT
TOT FUNDED
REPORT CLASSIFICATIONS
TO CONPR
AUGUST IN
AS OF JULY
i983
2500
2000
1500
500
0
UNITS TO DATE
JO
1000
AN. FEOTS
RESIDENTIAL WEATHERIZATION PROGRAM
NOfflLY PROWESS FOLGT
ANL gyp. BACKL06
REPORT CLASSIFICATIONS
JOSS COP.
4) Because of the experience
•.of the utilities that had the
'Pilot and the Short -Term, Programs,
the "flow" of the program is very
effective.
New
1) More accurate methodology
to estimate kWh savings.
2) BPA finances part of all
of the cost of the weatheriza-
tion measures this part does
not have to be repaid.
3) Contract charge, to recover
some costs of the program.
5) BPA has regional long -term
penetration goals.
DIFFERENCES BETWEEN
OLD AND NEW RESIDENTIAL WEATHERIZATION PROGRAMS
Old
1) BPA lent the homeowner
the cost of the weatheriza-
tion measures. The Zero
Interest loan had:' to be re-
paid where there is a transfer
of interest in the property.
If we sign the contract If we don't sign the contract
1) $503,000 of BPA's whole-
sale power cost is used to
pay for conservation programs,
whether or not we offer them,
and is recovered in our rates.
2) Contract charge of $3,300
3) Difference between program
costs and BPA reimbursement,
approximately S130,000, recovered
by our rates.
$636,300 $503,000
1984 RESIDENTIAL WEATHERIZATION PROGRAM COSTS
1) $503,000
UTILITIES AND CITIES THAT HAVE SIGNED THE
LONG -TERM RESIDENTIAL WEATHERIZATION PROGRAM
City of Richland
City of Blaine
City of Fircrest
City of Coulee Dam
Benton County PUD
Inland Power Light
Peninsula Light Co.
Coos -Curry Electric Coop
Lakeview Light Power Co.
Benton REA
Big Bend Electric Coop
Klickitat County PUD
Soda Springs
City of Bandon
Columbia Basin Electric Coop
Idaho County Light Power
Ohop Mutual Light
Rural Electric Coop
Raft River Rural Electric Coop
Surprise Valley Electrification Corp.
Southside Power Co.
Riverside Electric Co.
City of Albion
Farmers Electric
City of Delco
Eugene Water E Electric Board
Snohomish County PUD
Clallam County PUD
Mason County PUD #1
1. INTRODUCTION
The Bonneville Power Administration Residential Weatherization Program Conservation
Agreement provides for an approximately 20 -year effort which, by the year 1990,
should result in the weatherization of approximately 659,900 residences in the
Pacific Northwest. Originated in November 1981, the Program is available to all
residences in the region served by electric utilities having executed power sales
and conservation contracts with BPA. In order to qualify for the Program,
residences must utilize permanently installed electric space heat. BPA, in
cooperation with its Contractors (electric utilities and other entities), has
developed a Program Agreement and implementation procedures.
The Contractor provides, on request, an analysis of the energy consumption in
consumers' residences. Also, if requested by the consumer, the Contractor arranges
for or assists in the procurement of a weatherization installer who installs the
Program measures. The Contractor then inspects the installation of measures,
certifies to BPA that the work conforms to BPA specifications, and submits to
BPA, on a monthly basis, forms that report expenditures and energy savings. Funds
are disbursed by BPA to the Contractor to cover the costs of the installed measures.
2. ENERGY CONSERVATION ANALYSIS
The Energy Conservation Analysis (ECA) is an integral component of the Program.
The ECA is completed by a person certified by the Contractor to be a qualified
energy analyst in accordance with the Training Procedures specified by BPA.
The energy analyst surveys the structural characteristics of the building and
lists eligible measures authorized under the Program to improve the energy
efficiency of the consumer's residence. The analyst also suggests specific
conservation techniques and practices to complete the weatherization of the
residence and provides Program information relating to the completion.
3. PROGRAM MEASURES
A. RESIDENTIAL WEATHERIZATION
PROGRAM OVERVIEW
The following "major measures" may be installed in a residence in accordance with
Program specifications:
ceiling insulation and appropriate ventilation
floor insulation with associated vapor barriers and ventilation
wall insulation for unfinished exterior or basement walls
duct insulation
sash mounted storm windows or thermal pane replacement glass for windows
and doors, where such window and door treatments do not reduce air
infiltration
The following "major measures" may be installed in residences which meet Program
Criteria for indoor air quality:
storm window or thermal replacement sashes and panes
double pane sliding doors"
If any of the above insulation or glass measures are installed, then a clock
thermostat may be installed in accordance with the specifications.
If the residence has a major measure installed and meets Program criteria for
indoor air quality, the following "other measures" may be installed:
insulated entrance doors
caulking
weatherstripping
outlet and switchplate gaskets
4. INDOOR AIR QUALITY
2
Dehumidifiers may be installed in accordance with the specification when determined
to be necessary by the Contractor.
A number of weatherization measures reduce air infiltration in residences and,
as such, may allow the buildup of indoor air pollution from sources such as
combustion appliances, certain building materials, and the earth under and around
buildings. These "air- infiltration reduction" measures include storm windows
(not including sash mounted storm windows or window replacements), thermal windows,
double -pane sliding doors, insulated entrance doors, caulking, weatherstripping,
and outlet /switch -plate gasekts. BPA has published an informational brochure,
"Indoor Air Quality" to explain potential problems that may occur and to suggest
mitigation strategies. This brochure shall be provided to Consumers by the
Contractor at the time of the ECA.
In order to qualify for air- infiltration reduction measures, a residence must
meet the specific characteristics required in the Program. Financing for these
measures will be restricted to those residences in which major sources of indoor
air pollution do not exist. Residences whose characteristics do not meet BPA's
indoor air quality criteria may qualify for air infiltration reduction measures
if an air -to -air heat exchanger is installed in the residence at the consumer's
expense.
All eligible residences that meet the basic criteria for inclusion in the Program
may qualify for installation of non air infiltration measures such as insulation.
These measures are not considered to substantially affect indoor air quality.
5. INSTALLATION OF PROGRAM MEASURES
BPA has developed Weatherization Specifications which must be followed in the
installation of Program measures. The Specifications describe the materials and
installation procedures required under the Program. Measures may be installed
by the consumer or by a licensed, bonded, and insured installer. After completion
of the work, the Contractor inspects the residence and certifies that the installation
is in compliance with BPA specifications. The inspection is completed by a person
designated by the Contractor and trained in accordance with the training procedures.
Contractor inspection precedes the request for BPA reimbursement. Reimbursement
for work done by a consumer will be made for the cost of materials only.
6. BPA FINANCING AND CONTRACTOR REIMBURSEMENT
BPA provides financing for the installation of Program measures up to a cost
effective ceiling. The maximum cost effective reimbursement amount for the
residence is based on the first year energy savings determined from the ECA
multiplied by a fixed buy -back amount of 29.2c per kWh saved. Payment to the
consumer will be the lesser of: (1) a fixed percentage of the actual cost to
install measures (as described below) or (2) the buy -back amount. Low- income
consumers may be eligible for reimbursement of 100 percent of the actual installation
costs up to the buy -back limit.
$200 for the first residence in a building weatherized plus;
$25 for the second, third and fourth residence in a building that is
weatherized (for multi family structures),
$10 for each additional residence in a building weatherized (for multi-
family structures): and
$10 for weatherization of a low income consumer's residence.
3
For non -low- income consumers, if all of the measures for which the residence is
eligible are installed, BPA will finance up to 85 percent of the actual cost of
the job up to the buy -back limit. BPA will reimburse the Contractor $25 for each
electric water heater wrapped and associated pipe insulation installed. BPA will
pay the actual cost up to a fixed rate of $240 for each dehumidifier installed.
In addition to the reimbursement for Program measures installed, BPA will reimburse
Contractors for administrative costs incurred in implementing the Program.
Contractors are reimbursed as follows for administrative costs where "major
measures" have been installed.
Reimbursement of costs for training energy analysts and inspectors is based on
the actual training tuition costs up to a fixed maximum rate. For each analyst
and inspector trained and certified by the Contractor, BPA will pay the Contractor
the actual training costs up to $100 per day per person, with a maximum of $1000
per person. Salaries or wages, meals, transportation, and lodging costs associated
with training are not reimbursed. BPA requires that all Contractor analysts and
inspectors be "recertified" for the new Program. BPA will reimburse the Contractor
for recertification of analysts and inspectors. Recertification reimbursement
will be paid at the rate of actual costs up to $100 per day per person, with a
maximum of $200 per person per budget year. Special training will be reimbursed
at the same rate.
To receive reimbursement from BPA for Program costs, the Contractor must submit
the following forms provided by BPA: Monthly Financial Summary (1418F), the
Residential Weatherization Program Schedule Al and /or the Low- Income Weatherization
Program Schedule A2. The completed forms (all copies and any additional supporting
documentation required) are to be submitted by the 15th of each month to the servicing
BPA Area /District office.
7. CONTRACTOR BUDGET ALLOCATIONS
In order for BPA to effectively plan for future weatherization and other conservation
programs, Contractors are required to provide information to BPA which will indicate
the Contractor's demonstrated or potential ability to accomplish work in the future.
This information, submitted annually, is the Contractor Work Plan and Budget for
the indicated fiscal year. In the FY 1984 initial budget year, BPA's review and
approval of Contractor Work Plan and Budget request for FY 1984 will not be
completed until January 1, 1984. To assure continuity in the transition from
the prior short -term program to the new Program, BPA has allocated to each
Contractor a specific level of funding for operation of the Program until BPA
approves the Contractor Work Plan and Budget.
4
Bonneville has identified a portion of the Weatherization Program budget for low
income weatherization residences. Contractors may elect to operate a Low Income
Program designed to achieve a "proportional share" of low- income jobs and thereby
be eligible to receive Low Income Program dollars. In determining the Allocated
Budget Share, BPA has assumed that all Contractors will operate a Low Income
Program which will accomplish a "proportional share" of low- income residences.
I
1. PROGRAM GOALS AND PENETRATION
2. PROGRAM COSTS
B. GENERAL PROGRAM ASSUMPTIONS
5
In order to achieve the goal of weatherizing 659,000 electrically heated residences
by 1990, BPA has adopted annual penetration rates for the Residential Weatherization
Program. The proposed annual penetration rates project a gradual upward ramping
from approximately 4 percent of eligible units per year in Fiscal Year 1985 to
somewhat over 6 percent per year by the end of the decade. These penetration
rates are subject to change and are provided here only as a general indicator
of Program direction.
The Program implementation curve is designed to promote the orderly progression
of work for a regionwide system of Contractors, installers, and material suppliers.
By ramping in the manner described, the greatest amount of energy savings from
the Program can be scheduled to coincide with periods of energy deficit.
The total cost of the Program through FY 1990 is estimated at $969.2 million.
The Program is assumed to produce a cumulative energy savings of nearly 3 billion
kilowatt -hours through 1990, by which time 43.2 percent of all eligible residences
in the region are expected to be weatherized. Program implementation levels and
costs beyond 1990 have not yet been ascertained.
BPA uses a real "levelized cost" per kilowatt -hour as an indicator of the relative
cost of acquired resources. The levelized cost for any resource is the present
value of its costs on a per kilowatt -hour basis in constant dollars levelized
over the project or measure life at a 3 percent real discount rate (using a
conventional amortization or "mortgage payment" calculation). Generally the
levelized cost will include all cost borne by BPA, including financing and
administrative costs.
The levelized Program cost per kilowatt -hour through FY 1985, including administrative
and training payments to Contractors, but excluding BPA overhead, is estimated
to be approximately 25 mills. This figure assumes an accumulated savings of
roughly 81 average megawatts and a 25 -year measure life.
3. CONSUMER INCENTIVE CALCULATION
The BPA Residential Weatherization Program Conservation Agreement provides for
a resource acquisition program. Under the authority of the Pacific Northwest
Electric Power Planning and Conservation Act, BPA purchases kilowatt -hours from
consumers by financing installation of energy- conservation measures in electrically
heated residences throughout the region. BPA is currently paying up to 29.2c/kWh
for the first year estimated savings of energy.
The "buy -back rate" of 29.20 /kWh was not originally selected because it necessarily
represented some optimal resource acquisition payment level. Rather, during the
negotiations for the prior Program, it was a value determined by calculating the
estimated net cost to BPA of carrying a typical zero- interest consumer weatherization
loan for a period of 10 years. This rationale was that the 29.2c incentive level
was thought to have approximately the same cost impact on BPA's rate base as a
zero interest loan at that time.
I
To the extent the actual
level, the buy -back rate
incentive proves too low
conceivably be raised to
standpoint, the buy -back
control the slope of the
6
rate of Program implementation deviates from the desired
may be adjusted up or down. For example, if the 29.2c
to achieve the desired level of conservation, it could
stimulate additional consumer participation. From this
rate might be thought of as a throttle mechanism to
implementation ("ramp-in") curve.
There are other ways by which one may adjust the rate of Program implementation.
One such mechanism is to vary the amounts of consumer contribution toward the
cost of weatherization. The Program requires consumers to make an out -of- pocket
contribution, at least 15 percent, toward the cost of the work if all eligible
measures are installed, and at least 25 percent if fewer than all eligible measures
are installed. Low income consumers, however, are still provided the full BPA
buy -back up to the cost effective ceiling.
BPA does not believe that even the higher requirement of the 25 percent consumer
contribution will materially affect the rate of Program implementation. Under
the prior Buy -Back Agreement, the ratio of BPA financing to actual cost of work
for the typical Northwest residence was calculated to be 0.77. That is, 77 percent
of the cost of the average weatherization job was paid through the BPA Program
where the full 29.20 /kWh funding was provided. The consumer, on the average,
contributed the remaining 23 percent. BPA believes the dollar difference between
2 percent and 25 percent is too small to significantly alter the level of consumer
participation.
Adjustments t� the buy -back rate and the level of consumer financial contribution
are subject to change as new circumstances may warrant.
RESIDENTIAL WEATHERIZATION PROGRAM
Table A. Goals and Penetration
Table C. Cumulative Penetration and Costs
7
1990
Overall Program
Eligible Units 1/ Program Goal 2/ Goal
Single Family 1,009,500 858,000 465,100
Multi Family 321,100 273,000 135,700
Mobile iomes 197. 168,000 59,100
TOTAL 1,528,300 1,299,000 659,900
1/ 1983 housing stock, electrically space heated; 15 percent of single family,
non -low- income stock is assumed to be already weatherized.
2/ Eligible units x 85 percent estimated long -term, maximum saturation potential.
Table B. Yearly Penetration and Costs
Prior Years 1984 1985 1986 1987 1988 1989 1990
(000's) 132,800 123,600 97,800 109,700 118,800 120,900 129,200 136,400
Units 78,300 82,600 65,100 77,000 84,700 84,900 91,200 96,100
of Elig. 5.1% 5.4% 4.3% 5.0% 5.5% 5.6% 6.0% 6.3%
Units
Cumulative 132,800 256,400 354,200 463,900 582,700 703,600 832,800 969,200
Costs
(000's)
Cumulative 78,300 160,900 226,000 303,000 387,700 472,600 563,800 659,900
Units
Cumulative 5.1% 10.5% 14.8% 19.8% 25.3% 30.9% 36.9% 43.2%
RESOLUTION NO.
A RESOLUTION of the City of Port Angeles
authorizing the Mayor to execute
Contract No. DE- MS79- 83BP91362 between
the City of Port Angeles and the
Bonneville Power Administration.
WHEREAS, the Bonneville Power Administration has
proposed to the City of Port Angeles a long -term conservation
I contract for a new residential weatherization program; and
WHEREAS, the City Council finds it to be in the best
interests of the City and its electrical energy customers to
enter into that agreement;
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF
THE CITY OF PORT ANGELES that the Mayor and City Clerk are hereby
H authorized and directed to execute Contract No. DE- MS79- 83BP91362
1 between the City of Port Angeles and the Bonneville Power
Administration, implementing the new residential weatherization
4i program.
PASSED by the City Council of the City of Port Angeles
at a regular meeting of said Council held on the day of
1983.
ATTEST:
Merri A. Lannoye, City Clerk
APPRO1LL'a AS TO FORM:
Craig D. "n, ut
on, City Attorney
M A Y O R
WHEREAS, the Bonneville Power Administration has
proposed to the City of Port Angeles a long -term conservation
contract for a new street and area lighting program; and
WHEREAS, the City Council finds it to be in the best
interests of the City and its electrical energy customers to
enter into that_agreement;
NOW, THEREFORE, BE IT RESOLVED BY THE CITY COUNCIL OF
THE CITY OF PORT ANGELES that the Mayor and City Clerk are hereby!
authorized and directed to execute Contract No. DE- MS79- 83BP91499)
between the City of Port Angeles and the Bonneville Power
Administration, implementing the new street and area lighting
program.
ATTEST:
RESOLUTION NO.
PASSED by the City Council of the City of Port Angeles
at a regular meeting of said Council held on the day of
1983.
Merri A. Lannoye, City Clerk
APPRO AS TO FORM:
A RESOLUTION of the City of Port Angeles
authorizing the Mayor to execute
Contract No. DE- MS79- 83BP91499 between
the City of Port Angeles and the
Bonneville Power Administration.
M A Y O R
Craig D. 'Rlytscn, City AttorneY
enter
City
such
ORDINANCE NO.
AN ORDINANCE of the City of Port Angeles
authorizing the City Manager and City
Light Managers to sign contracts between
the City, contractors and consumers, for
implementation of the new City/
Bonneville Power Administration residential
weatherization program, and to sign
programmatic reports for the new City/
Bonneville Power Administration residential
weatherization and street and area lighting
programs.
WHEREAS, the City Council has authorized the City to
into long -term conservation contracts with the Bonneville
Power Administration (BPA) for the implementation of new residen-
tial weatherization and street and area lighting programs; and
WHEREAS, pursuant to the long -term conservation con-
tracts, the City will be executing many contracts between the
City, an authorized contractor, and a City Light consumer, the
form of which contracts is set forth in the long -term conserva-
tion contracts, and the number of which contracts requires the
be
authorized
to sign
Manager and City Light Managers to
contracts on the City's behalf; and
WHEREAS, pursuant to the long -term conservation con-
tracts the City Manager and City Light Managers must be author-
ized by the City Council to sign monthly programmatic reports to
the BPA;
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF PORT
ANGELES DOES ORDAIN as follows:
Section 1. The City Manager, the City Light Director,
the City Light Power Manager, the City Light Conservation
Manager, and the City Light Engineering and Operations Manager
are hereby authorized and directed to sign properly prepared
contracts between the City, an authorized contractor, and a City
Light consumer, for implementation of the new City /BPA residen-
tial weatherization program.
Section 2. The City Manager, the City Light Director,
the City Light Power Manager, the City Light Conservation
Manager, and the City Light Engineering and Operations Manager
are hereby authorized and directed to sign properly prepared
monthly programmatic reports to the BPA for the purpose of imple-
mentation of the new City /BPA residential weatherization and
street and area lighting programs.
PASSED by the City Council of the City of Port Angeles
at a regular meeting of said Council held on the 20th day of
September, 1983.
ATTEST:
Merri A. Lannoye, City Clerk
APPROVED AS TO FORM:
Craig D. Knutson, City Attorney
M A Y O R
TO: CITY MANAGER, MAYOR, AND CITY COUNCIL
FROM: LEW COSENS, LIGHT DEPARTMENT DIRECTOR
DATE: DECEMBER 7, 1982
SUBJECT: WEATHERIZATION PROGRAM
BACKGROUND AND ANALYSIS
December 31, 1982 marks the expiration date of our Pilot Weatheri-
zation Program. On November 2, 1982, you recommended we replace
that program with BPA's Zero Interest Loan Weatherization Program,
effective January 1, 1983 until September 30, 1983 or sixty days
after BPA offers a long -term weatherization program.
RECOV 4ENDATIONS
It is recommended that the Council sign the attached resolution
and contract.
Attachments: Resolution and Contrac
ELC:jr
5,48
'w
TO: CITY MANAGER, MAYOR AND CITY COUNCIL
FROM: LEW COSENS
DATE: NOVEMBER 2, 1982
SUBJECT: RESIDENTIAL WEATHERIZATION
5.48
BPA's plan for residential weatherization is a long term $490 million
effort designed to weatherize 300,000 electrically heated homes and
multi- family residences in the Pacific Northwest. All Northwest
utilities may participate in this effort.
The utilities may choose either one of two programs: The Zero
Interest Loan Weatherization Program or the Energy Buy -Back
Weatherization Program. Although these are separate programs, they
share a number of similar elements.
As you are already aware, the Pilot Residential Weatherization Program
expires December 31, 1982. At that time, we will replace the Pilot
Program with either the Zero Interest Loan Program, or the Buy -Back
Program. (These two programs are being offered as part of a short
term Energy Conservation Agreement BPA has not yet fully developed
their long -term Energy Conservation Agreement.) The short -term agree-
ment lasts until September 1983 or 60 days after a long term program
is offered. In order for the Council to decide which program to offer
to our customers, we have compared the programs and are ready to present
you with our findings.
1. Program Summaries
A. Zero Interest Loan Program This weatherization program
is very similar to our existing pilot weatherization program.
It includes consumer information, an energy audit, plus a no-
interest deferred repayment consumer loan. Loan amounts for
recommended measures are set through a competitive bidding
process and limited to a cost effective ceiling. The consumer
repays the loan, upon sale or transfer of any interest in any
part of the property to be weatherized or earlier at the home-
owners discretion.
B. Buy -Back Program This weatherization option is a mechanism
for BPA to acquire the projected residential energy savings from
utilities that develop and administer 'weatherization programs
their own design. BPA will pay the utility the lower amount of
either a fixed rate per kWh of expected savings from each measure,
estimated through a heat loss calculation, or the actual cost of
each measure. The buy -back reimbursement rate (under this short
term agreement) is 29.2 per annual kWh saved. In other words,
RESIDENTIAL WEATHERIZATION
Page 2
the utility pays the homeowner or the contractor 29.20 per
estimated kWh savings determined by the heat loss analysis.
If this payment doesn't cover the cost of the measure, the
homeowner must come up with the difference. There is no loan
involved.
2. HOW THESE PROGRAMS DIFFER FROM OUR EXISTING WEATHERIZATION
PROGRAM
A. Both programs differ from the Pilot Program in an issue
that has come to light recently. A number of weatherization
measures reduce air infiltration and, as such, may allow the
buildup of indoor air pollution in homes from such sources
as combustion appliances, building materials and earth materials
under and around buildings.
In order for the customer to qualify for a full range of weather
ization measures (ie insulation, storm windows, storm doors)
a residence must first meet BPA's criteria for indoor air quality
(please see attached flow chart). The indoor air quality provi-
sions are designed to avoid potential adverse impacts of increased
air pollution which may result from reduced air infiltration
in weatherized homes (stuffy houses). Studies in this area
are being done, but until the questions are resolved, BPA will
restrict financing the installation of air infiltration reducing
measures, namely storm windows, storm doors, weatherstripping
and caulking, in those residences in which major sources of
indoor air pollution are known to be present. All homes are
eligible for insulation measures.
B. Utility administrative reimbursement from BPA is slightly
different. All programs offer reimbursement to the utility
for administrative costs, advertising and training. Under the
Pilot Program, we are reimbursed $45.00 for a completed audit,
$30.00 per inspection (maximum two per residence) for a total
of $105.00 per home, plus up to $10.00 per completed job to
cover costs of advertising and up to $100.00 per day per Energy
Analyst to cover training costs.
The Zero Interest Loan Program and the Buy -Back Program also
offer reimbursement for these costs. However, the utility will
now receive $160.00 for each completed job, instead of $105.00,
'but only if at least one measure is installed in the home. If
the homeowner decides (after the audit) that he doesn't want
to do any weatherization, the utility will not get any administra-
tive reimbursement. (Under the Pilot Program, we would receive
$45.00.)
RESIDENTIAL WEATHERIZATION
Page 3
Over the last two months, the Conservation Division has been examin-
ing this upcoming change and working on a plan to make our program
change over a smooth one.
We have done an analysis from the information gathered from the attached
flow chart during August and September and have determined the following:
Out of 91 audits completed during August and September 35 homes qualifiec
for complete weatherization. 56 homes, or 62% did not qualify for
the house tightening, infiltration reducing measures (storm windows,
storm doors, weatherstripping and caulking). Most homes were disqualifi€:d
because they had basements. (Please see attached bar chart)
We can generalize and assume that approximately 62% of the homes in
Port Angeles will not qualify for house tightening measures at this
time.
Another analysis was done to compare money available under the Buy
Back Program with the money available to lend under the Pilot Program.
The Pilot Program lends the low bid amount or the cost effective amount;
whichever is lower. The Buy -Back gives money equal to the projected
annual kWh savings times 29.20 for each measure. We found that in most
cases, the money available under the Buy -Back Program is not enough
to cover the cost of the job. From our analysis, our customers would
have to pay an average of $545.00 for weatherization of residences
that do not qualify for house tightening measures, and $1056.00 for
residences that could be completely weatherized.
In summary, we would like the Council to look at the two programs and
pick the appropriate one. A brief list of advantages and disadvantages
is below to assist you in your decision.
Buy -Back
Pros Cons
1. No loan only a "grant"
2. Easy to administer
1. Generally not enougz
money to cover cost of
measures.
2. If the customer says
"no" to weatherization,
the utility gets no
administrative reimburse-
ments for having perforned
the audit.
1982; and
RESOLUTION NO. 09-8
A RESOLUTION of the City of Port Angeles,
authorizing the execution of contracts
extending the City's agreement with the
Bonneville Power Administration for
Weatherization and Conservation.
WHEREAS, the City of Port Angeles and the Bonneville
Power Administration entered into a contract for weatherization
and conservation programs within the City of Port Angeles; and
WHEREAS, this agreement terminates on September 8,
WHEREAS, the Bonneville Power Administration has
offered an extension of this agreement to the City until
September 30, 1983; and
WHEREAS, the City Council finds it is in the best
interests of the City and its electric customers to extend this
agreement and the programs offered under this agreement for that
period;
NOW, THEREFORE, BE IT HEREBY RESOLVED BY THE CITY
COUNCIL OF THE CITY OF PORT ANGELES that the Mayor and the City
Clerk are hereby authorized and directed on behalf of the City to
execute the following agreements:
1. Amendatory Energy Conservation Agreement, Contract No.
DE- MS79 -81BP, dated 5/14/82;
2. Amendatory Agreement No. 6, to Contract No. DE- MS79 -81BP,
dated 5/14/82;
3. Amendatory Agreement No. 8, to Contract No. DE- MS79 -81BP,
dated 5/14/81.
IT IS FURTHER RESOLVED that the City of Port Angeles
selects for payment for these programs the Revolving Working
Capital Advance Method, and each executed contract is to reflect
the choice of that payment method.
PASSED by the City Council of the City of Port Angeles
at a regular meeting of said Council held on the &A day of
(1-A-14uujOI 1982.
ATTEST:
Lt- e./Le.c.;Ar,
Marian C. Parrish, City Clerk
APPROVED AS TO FORM:
4
Craig Ii'. Miller,
City Attorney
AAJBLIsHED:
11.1.0:6 41112-
aiga4:
M A Y R TEM
IF b
u
ZERO INTEREST LOAN WEATHERIZATION PROGRAM II
Index to Sections
Exhibit
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
Section Page
1. Program Overview 1
2. Definition 1
3. Attachments 1
4. Availability 1
5. Available Measures 1
6. Program Procedures 2
7. Program Loans 2
8. Work Performed by Homeowners 4
9. Request for Loan Funds 5
10. Payment Procedure 5
11. Arrangements With Installers 5
12. Program Records 6
13. Program Reports b
14. Program Audits b
15. Program Evaluation 7
16. Forms 7
17. Authority to Act for Bonneville 8
18. Compliance with National Historic Preservation Act 8
Attachment 1 (Available Measures)
Attachment
Attachment
Attachment
Attachment
Attachment
Attachment
Attachment
Attachment
Attachment
2 (Energy Analysis Procedures)
3 (Inspection Procedures)
4 (Energy Analyst and Inspector Training)
5 (Standard Heat Transfer Methodology)
6 (Procedure for Indexing Alternate Heat
Transfer Methodologies)
7 (Weatherization Specification)
8 (Reimbursement)
9 (BPA Form 1418 -F, Schedules Al, Al -A, and Al -b)..
10 (Bonneville Supplied Forms)
r
Exhibit Page 1 of 8
Zero Interest Loan
Weatherization Program II
Contract No. UE- MS79 -8110
Energy Conservation Agreement
5/14/82
1. Program Overview. Bonneville shall make funds available for
loans to Homeowners for Measures installed pursuant to the
provisions of this Exhibit. Bonneville shall also pay the
Utility for a portion of the Utility's cost incurred in
administering this Program.
2. Definitions.
(a) "Homeowner" means the fee owner, mortgagor, or the contract
vendee of a residence, including one used for rental
purposes.
(b) "Loan" means those funds loaned at zero interest by
Bonneville to a Homeowner through the Utility under this
Program.
(c) "Residence" means any building or mobile home used for
residential occupancy.
3. Attachments. Attachment 1 (Available Measures), Attachment 2
(Energy Analysis Procedures), Attachment 3 (Inspection
Procedures), Attachment 4 (Energy Analyst and Inspector
Training), Attachment 5 (Standard Heat Transfer Methodology),
Attachment 6 (Procedure for Indexing Alternate Heat Transfer
Methodologies), Attachment 7 (Weatherization Specification),
Attachment 8 (Reimbursement), Attachment 9 (BPA Form 1418 -F,
Schedules Al, Al -A, and Al -B), and Attachment 10 (Bonneville
Supplied Forms), are hereby made a part of this Exhibit.
4. Availability. The Program is available for Residences in the
Region served by the Utility which utilize electric space
heating, permanently installed prior to the Effective Date of
this Exhibit.
5. Available Measures. The Measures which are available under this
'Program and the characteristics of the Residences in which those
Measures may be installed are set forth in Attachment 1.
7. Program Loans.
Exhibit Page 2 of 8
Zero Interest Loan
Weatherization Program II
Contract No. DE-MS79-81BP
Energy Conservation Agreement
5/14/82
6. Program Procedures.
(a) Conduct of Energy Analyses. Upon request, the Utility
shall conduct an Energy Analysis of the Residence in
accordance with Attachment 2. The Energy Analysis shall be
performed by a person meeting the energy analyst training
standards contained in Attachment 4 (Energy Analyst)
Using the standard heat transfer methodology referenced in
Attachment 5, or an alternate heat transfer methodology
indexed pursuant to Attachment 6, the Utility will give the
Homeowner an estimate of the annual kilowatthour savings
that would be realized from the installation of each
recommended Measure.
(b) Installation of Measures. The Homeowner shall arrange with
the Utility for installation of those Measures that the
Homeowner selects.
(c) Inspections. In accordance with Attachment 3, the Utility
shall inspect each Measure installed and certify to
Bonneville that the materials and installation meet or
exceed the specifications set forth in Attachment 7. The
inspection shall be performed by a person meeting the
inspector training standards set forth in Attachment 4
(Inspector).
(a) Eligibility. Bonneville shall make funds available through
the Utility for Loans for installed Measures only to
Homeowners who are eligible by the following criteria:
(1) the procedures in section 6 above have been completed;
(2) a Weatherization Loan and Limited Warranty Agreement
listing the Measures to be installed has been executed; and
(3) a Mortgage Agreement has been completed.
If the Utility establishes credit requirements as a
condition for Homeowner qualification, they shall be
reasonable and nondiscriminatory, in compliance with the
Equal Credit Opportunity Act and with other applicable laws.
(b) Loan Terms. At a Homeowner's request, the Utility shall
execute a Loan agreement, on behalf of Bonneville, in the
form of the Weatherization Loan and Limited Warranty
Agreement attached to this Program. The amount of each
Exhibit Page 3 of b
Zero Interest Loan
Weatherization Program II
Contract No. DE-M S79 -81BP
Energy Conservation Agreement
5/14/82
Loan shall not exceed the least of: (i) the cost effective
maximum, as determined by the calculation in Form BPN
1418 -G Cost Effectiveness Calculation); (ii) the actual
cost to the Homeowner of the installed Measures; or
(iii) the low bid for the installation of the Measures.
The Utility shall retain the right to apply such limitation
of Loan amount on a Measure -by- Measure basis.
(c) Costs in Excess of Bonneville Loan Amount. The Homeowner
shall have the responsibility for arranging separate
financing for any amounts in excess of the limitations of
section 7(b).
(d) Loan Security. All Loans will be secured by a mortgage on
the property to be weatherized under the Program unless
otherwise specified by Bonneville. In the event such
mortgage is prohibited by applicable law, other appropriate
Bonneville approved security or promissory note ana credit
requirements shall be used. The terms of the mortgage or
note shall provide that the Loan shall be due and payable
upon transfer of any interest in any part of the subject
property, excepting either the creation of a security
interest of the type described below, or the renegotiation
of repayment terms by the Utility as described in
subsection (e) below.
The Utility, on behalf of Bonneville, shall execute such
mortgage or security interest, and shall f i l e and perfect
it within 15 days of the date of execution in the manner
specified by applicable law.
The Utility, on behalf of Bonneville, may subordinate the
above mentioned mortgage or security interest to the
security interest of any State or Federal agency or any
State or Federally chartered commercial lending institution
to secure a loan made for improvements to the property to
be weatherized.
(e) Collection. Upon receiving notice pursuant to the terms of
the Weatherization Loan and Limited Warranty Agreement that
the full amount of the Loan is due and payable, the Utility
shall undertake such good faith efforts, short of
initiating a civil action, as are necessary to collect the
Exhibit Page 4 of 8
Zero Interest Loan
Weatherization Program II
Contract No. DE-MS79-81BP
Energy Conservation Agreement
5/14/82
full amount remaining due on the Loan, including but not
limited to requesting payment from the homeowner and giving
the escrow agent and transferee notice of the debt and of
the mortgage securing it. However, the Utility, if
necessary to avoid undue hardship to the transferee, may
negotiate terms for payment, such as a reasonable
installment payment schedule.
If the above described collection efforts fail to result in
collection of all amounts due on the Loan, the Utility
shall not be liable to Bonneville for the uncollected
remainder.
The Utility shall notify Bonneville when such good faith
efforts to collect amounts due are unsuccessful. If
Bonneville determines that civil action is necessary to
collect amounts due on the Loan, appropriate action shall
be filed either by the Department of Justice or, with the
approval of the Department of Justice, by Bonneville.
8. Work Performed by Homeowners.
(a) Homeowners who install their own Measures shall be eligible
for Loans under this Program for the expense of the
materials and the devices of such Measures. The amount of
the Loan shall not include any amount for labor of the
Homeowner. Homeowners who wish to install their own
Measures must:
(1) meet the eligibility criteria for Loans as set out in
Section 7 (a) above;
(2) install all Measures so as to meet or exceed the
specifications set forth in Attachment 7;
(3) adhere to all time schedules imposed by the
Weatherization Loan and Limited Warranty Agreement in
completing work, unless otherwise agreed by the
Homeowner and the Utility; and
(4) submit an estimate of the total expense of materials
and devices prior to installation.
(b) After the work is completed, the Utility soe. require the
Homeowner to submit receipts for the materials and devices
that were purchased and installed.
9. Request for Loan Funds.
Program Loan funds shall be furnished by Bonneville to the
Utility for disbursement to Installers or Homeowners as claimed
through Attachment 9, submitted by the Utility, and in
accordance with the method, terms, and procedures specified in
the applicable Table of Exhibit B of the Energy Conservation
Agreement.
10. Payment Procedure.
(a) Bonneville shall reimburse the Utility pursuant to Attachment 8
and as claimed through Attachment 9. Such reimbursement shall
be in accordance with the method, terms, and procedures
specified in the applicable Table of Exhibit B of the Energy
Conservation Agreement.
(b) The amount of energy, if any, to be returned in accordance with
the Consideration Section of the Energy Conservation Agreement
shall be equivalent to the estimated annual kilowatthour savings
referenced in section 6(a) for Measures installed.
11. Arrangements With Installers.
Exhibit Page 5 of b
Zero Interest Loan
Weatherization Program lI
Contract No. DE- MS79 -b1BP
Energy Conservation Agreement
5/14/82
(a) The Utility shall develop and maintain a list of Installers
who meet criteria jointly established by the parties
(Approved Installer List). Bids will be accepted only from
Installers on such List.
(b) The Utility shall execute an Installer's Agreement for the
Zero Interest Loan Weatherization Program (Installer's
Agreement) with each Installer on the Approved Installer
List. In the event that a revised Installer's Agreement is
offered, the Utility shall execute such revised Installer's
Agreement with each Installer on the Approved Installer
List.
(c) The Utility shall assure that the selection of Installers
from the Approved Installer List to bid on Measures is made
in a nondiscriminatory manner. The Utility shall also
assure that a minimum of three bids are obtained unless
otherwise agreed to by Bonneville.
(d) The Utility shall check all bid proposals for completeness
and make them available to the Homeowner, who will select
the bid to be accepted. Upon execution of a Weatherization
and Limited Warranty Agreement the Utility shall promptly
send the selected Installer a notice to proceed.
Exhibit Page 6 of b
Zero Interest Loan
Weatherization Program II
Contract No. UE- MS79 -810
Energy Conservation Agreement
5 /14/82
12. Program Records. Except as provided in subsection (f) below,
the Utility shall maintain Program records for a period of
3 years subsequent to the termination of this Program. The
Utility shall maintain a record of the following information
regarding its transactions with each participating Homeowner
under this Program:
(a) Homeowner's name, address and account number;
(b) the electric power consumption at the Residence during the
12 -month period preceding the Energy Analysis;
(c) date of performance and results of the Energy Analysis;
(d) date of inspection and list of Measures installed pursuant
to the Weatherization Loan and Limited Warranty Agreement;
(e) electric power consumption at the Residence for the
12 -month period following installation of the Measures;
(f) all Loan records for a period of 3 years after the Loan
obligation has been satisfied;
(g) total cost of Measures installed in the Residence; and
(h) supporting documents and records necessary for verification
of costs reimbursed by Bonneville.
13. Program Reports. The Utility shall include Attachment 9 with
the Monthly Financial Summary provided in accordance with the
Program Reports section of the Energy Conservation Agreement,
unless otherwise agreed by the parties.
14. Program Audits. Bonneville, at its expense, may:
(a) audit and examine Program records and accounts and Program
Loan records and accounts maintained by the Utility
pursuant to section 12 above and the Program Records
section of the Energy conservation Agreement;
15. Program Evaluation.
Exhibit Page 7 of 8
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
(b) request copies of such Program or Program Loan records or
accounts for audit purposes;
(c) conduct random inspections of installations made under this
Program; all such inspections shall be arranged by the
Utility. Should any Residence be unavailable for
inspection, an alternate Residence shall be selected; and
(d) review Utility procedures employed in accomplishing the
provisions of this Program.
(a) The Utility shall apply a Bonneville- accepted or provided
methodology in choosing a random sample of the Residences
weatherized under this Program.
(b) The collected data, as adjusted for normal temperature,
shall be compiled in statistical summary form, and shall
include: (1) the number of Residences in the sample;
(2) the average cost per Residence of Measures installed;
and (3) the effect of installation of Measures on energy
consumption.
(c) The Utility shall transmit the data collected to Bonneville
upon 60 days notice by Bonneville, but not more frequently
than once in any 12 -month period.
16. Forms. Form BPA 1418 -F, Schedules Al, Al -A, and Al -B,
Installer's Agreement for the Zero Interest Loan Weatherization
Program, Weatherization Loan and Limited Warranty Agreement,
Mortgage Agreement, and Notice of Rescission, as amended or
replaced, shall be supplied by Bonneville and shall be used by
the Utility unless otherwise agreed by the parties. A sample
Form BPA 1418 -G shall be supplied by Bonneville and the utility
shall use the format contained therein for all
cost effectiveness calculations performed pursuant to the
provisions of this Exhibit.
(WP- PCI- 1213c)
Exhibit Page 8 of 8
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -b1uP
Energy Conservation Agreement
5/14/82
17. Authority to Act for Bonneville. For the purpose of this
Program, the Utility shall be considered an agent of Bonneville
for lending and collecting Bonneville funds and shall be
considered an independent contractor in all other activities the
Utility undertakes in fulfillment of this Exhibit.
18. Compliance with National Historic Preservation Act. In order to
implement the requirements of section 106 of the National
Historic Preservation Act of 1966 (16 USC Sec. 470 et seq) and
its implementing regulations, the National Environmental Policy
Act of 1969 (42 USC Sec. 4321 e t and Executive Order
11593, Protection and Enhancement the Cultural Environment
(36 Fed. Reg. 8921, May 15, 1971), the Utility shall:
(a) consult with the appropriate State Historic Preservation
Officer (SHPO) prior to agreeing to finance any work which
would result in replacement of prime windowframes or
sashes. Such consultation shall be for the purpose of
determining whether the Residence is included on the
National Register of Historic Places or is eligible for
inclusion. The Utility shall provide the SHPO with any
photographs or other information requested by the SHPO for
use in the determination; and
(b) comply with the recommendations of the SHPO for such work
in order to avoid or mitigate adverse impacts to the
Residence if the Residence is determined by the SHPO to be
on the National Register of Historic Places or to be
eligible for inclusion.
Available Measures
1. ceiling insulation and appropriate ventilation;
Attachment 1, Page 1 of 4
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy 2 Conservation Agreement
A. If any one of Measures 1, 2, 3, and 7 from section B of this
attachment is selected for installation, the Homeowner or Consumer
may then also select Measures 4, 5, or 6 of section B for
installation.
B. The following Measures may be installed in any Residence meeting
the criteria set forth in section 4 of this Exhibit:
2. floor insulation, associated vapor impermeable ground cover,
appropriate ventilation, and exterior foundation perimeter
insulation;
3. wall insulation (limited to unfinished exterior or basement
walls);
4. cold and hot water pipe insulation;
5. dehumidifiers;
6. clock thermostats; or
7. duct insulation.
C. The following Measures may be installed in any Residence meeting
the criteria set forth in section 4 of this Exhibit and which has
all of the characteristics listed in section D below:
1. storm windows and thermal replacement sashes and panes;
2. storm doors, thermal doors, and double pane sliding doors;
3. caulking and weatherstripping; or
4. outlet and switchplate gaskets.
D. Residence Characteristics. All of the following criteria must be
satisfied before a Residence will be offered the air
infiltration-reduction Measures listed in section C above:
1. The Residence must have a full crawispace with cross
ventilation as per the Uniform Building Code.
Attachment 1, Page 2 of 4
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -818P
Energy 2 Conservation Agreement
In addition, the Residence must be equipped with a ground
cover vapor barrier (6 mil polyethylene) and with a second
vapor barrier (1 perm rating) between the insulation and the
heated space. If not already in place, these Measures are
available under the Program.
Examples of Residences which do not satisfy this requirement:
(a) Residences with basements;
(b) Residences constructed in whole or in part on concrete
slab; or
(c) Residences with crawlspace, ground cover, interior
perimeter insulation, and with no ventilation.
2. The Residence must not contain either wood stoves or unvented
combustion appliances.
Definition of unvented combustion appliance: any appliance
which burns some type of fuel such as gas, oil, kerosene,
propane, wood, paper products, etc., and is not connected to a
flue or chimney vented to the outside.
Examples of unvented combustion appliances:
(a) kitchen gas stove and /or oven used for cooking, even if
equipped with a mechanically ventilated range hood;
(b) kerosene space heater;
(c) gas or oil hot water heater which has had the exhaust
vent pipe disconnected or which shows evidence of leakage
of combustion gases from vent pipe (i.e., soot); or
(d) combustion appliance which has an outside air intake or
supply but no outside air exhaust.
Definition of wood stoves: a self- contained controlled
combustion unit designed to burn coal, wood, or wood products.
Examples of wood stoves:
(a) enclosed unit which is inserted into the fireplace and
uses the fireplace chimney as the exhaust vent; or
Attachment 1, Page 3 of 4
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
(b) free standing unit with either a separate flue or a
connection to a chimney used for other purposes.
Examples of wood-burning systems not included as wood stoves:
(a) fireplace; or
(b) fireplace with door or heat exchanger.
3. The Residence's domestic water supply must be obtained from
either a municipal or water district supply system with a
vented storage system or a surface water source.
Examples of acceptable water supplies:
(a) city, county, or water district piped water supply;
(b) backyard pond or lake; or
(c) spring water taken from the surface.
4. The Residence must be of wood or metal frame construction. In
addition, a frame Residence must contain less than 10 percent
floor area of exposed interior masonry such as flagstone
floors, brick or stone fireplace, or decorative interior brick
or stone wall. For a multi- leveled Residence, this
requirement must be satisfied on each floor separately.
(Note: Sheetrock (Gypsum board), plaster board, plaster, and
stucco are not to be considered as interior masonry.)
Examples of acceptable construction:
(a) wood or metal frame constructed with wooden siding or
shakes;
(b) wood or metal frame constructed with aluminum siding;
(c) wood or metal frame constructed with an exterior brick
veneer; or
(d) wood or metal frame constructed with a stucco exterior.
(WP -PCI -1213c
Attachment 1, Page 4 of 4
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -818P
Energy Conservation Agreement
5/14/82
5. The Residence must not contain any type of urea formaldehyde
foam insulation.
6. The Residence must not be a mobile home.
Energy Analysis Procedures
Attachment 2, Page 1 of 3
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
The Energy Analyst shall:
I. Be qualified to answer questions on:
A. Current uses of energy
B. Current sources of energy
C. Existing alternative sources of energy
D. Trend of future energy demands and prices
E. Indoor air quality
II. Discuss Consumer's historical energy use if records are available.
III. Gather data for cost savings calculations and recommendations. Data
gathering must be accomplished on site and must include the following:
A. Residence sketches and measurements
1. Measure and sketch outside dimension of Residence. Determine
square footage.
2. Measure and note on sketch square footage of conditioned area.
3. Note on sketch location and size of all glazed areas.
4. Determine square footage of glazed areas according to
orientation and type.
5. Measure and calculate gross and net wall area by orientation.
B. Building envelope
1. Inspect attic insulation to determine type, condition and R
value. If nonuniform, note differences on sketch.
2. Note presence of any infiltration bypasses in attic.
3. Note amount of ventilation in attic.
4. Note presence of wall insulation, if possible, and estimate R
value.
5. Check Residence for holes in roofs and walls.
6. Note cracks in Residence which need caulking.
7. Check foundation for any visible cracks. Check fit of the
basement /crawl space /garage entrance and all openings to
conditioned space.
8. If possible, check for floor insulation. If present, note
type and R value. If non uniform, note differences on plan
sketch.
C. Windows and doors
Attachment 2, Page 2 of 3
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
En r 82 y Conservation Agreement
1. Note windows and doors which need weatherstripping or
caulking. Note condition of existing weatherstripping or
caulking and type.
2. Note size of unglazed doors. Estimate R value.
D. Heating, cooling and water heating systems
1. Inspect electric cooling system., Note output rating and
energy efficiency ratio of any central electric air
conditioning system.
2. Record air conditioner type, energy source, age, and condition
of filter where applicable. Note any shading of condensor and
obstructions to air flow.
3. Inspect heating system in Residence.
4. Inspect for insulation on heating or cooling pipes.
5. Estimate length and uninsulated percentage of ductwork in
unconditioned space.
6. Check heating /cooling thermostat installation and setting.
7. Inspect damper in fireplace.
8. Note location of electric water heater. Determine thermostat
setting.
Attachment 2, Page 3 of 3
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
9. Check available space for water heater heat pump.
10. Inspect for insulation on solar domestic hot water supply
pipes.
11. Recommend settings for thermostats, water heaters, and
furnaces.
E. Appliances and lighting
1. Note excessive lighting levels.
2. Discuss appliance efficiency.
F. Determine number of low -flow restrictors or low -flow showerheads or
faucets which are installed. Check faucets for leaks.
G. Indoor air quality
1. Note characteristics set forth in section D of Attachment 1.
2. Provide Bonneville supplied informational brochure to Consumer
or Homeowner.
IV. Determine which available Measures may be installed in the Residence and
so inform the Consumer or Homeowner.
V. Determine and discuss with the Consumer or Homeowner the energy cost
savings estimated for the Measures. Explain interdependence of
installing several Measures at once and the effect on savings.
VI. Discuss Conservation practices with Consumer or Homeowner.
VII. Discuss Measures including:
A. Advantages and disadvantages of each type.
B. Applications of each type in general.
VIII. Discuss do-it-yourself Conservation information.
IX. Discuss advantages of installing Measures.
X. Discuss in general the Consumer or Homeowner incentives in relation to
Measures.
(WP -PC I -1213c
(WP- PCI- 1213c)
Attachment 3, Page 1 of 1
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
Inspection Procedures
1. The Inspector shall verify that installed Measures are those
selected by the Consumer or Homeowner, based upon the Energy
Analysis.
2. The Inspector shall conduct an on -site inspection of completed
Measures and certify that the specifications in Attachment 7
have been met.
Energy Analyst and Inspector Training
Attachment 4, Page 1 of 5
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -810
Energy Conservation Agreement
5/14/82
I. Primary Energy Analyst training includes the following elements. A
manual will be provided to assist in furnishing this training.
A. Primary Energy Analyst Classroom Training Curriculum
1. Overview
(a) Program description
(b) Energy overview
(c) Residential Energy Analysis and role of the Energy Analyst
(d) Basics of thermodynamics
(e) Incentive arrangements
2. Conservation
(a) Energy loss
(1) Envelope
(2) Openings
(3) Systems
(4) Heating /Cooling load
(b) Construction /Mechanical descriptions
(1) Envelope
(2) Openings
(3) Heating systems
(4) Cooling systems
(5) Water heating system
(6) Heat pumps i
Attachment 4, Page 2 of 5
Zero Interest Loan
Weatherization Program II
Contract No. UE- MS79 -816P
Energy Conservation Agreement
5/14/82
(c) Moisture Control
(1) Sources
(2) Ventilation and indoor air quality
(3) Safety
(d) Conservation Practices
(1) Lifestyle and the audit
(2) Lifestyle options
(e) Conservation Measures
(1) Caulking /Weatherstripping
(2) Description of insulation materials
(3) Insulation of ceilings
(4) Insulation of walls
(5) Insulation of floors
(6) Insulation of water heaters
(7) Windows and doors
(8) Modification of heating and cooling systems
(f) Indoor Air Quality Control Strategies
(1) Sources of residential pollutants
(2) Weatherization Measures and pollutant concentrations
(3) Pollutant concentrations and health effects
(4) Current research on indoor air quality
(g) Conservation Measure Recommendations
Attachment 4, Page 3 of 5
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
(1) Type of structure
(2) Effect of Measures on structure as analyzed
(3) Considering (1) and (2) above, identify Measures
which may be installed in the Residence
3. Program Specifics
(a) Forms completion
(b) Energy Analysis computer training
B. Energy Analyst Final Examination
1. Content is based on curriculum detailed in A above.
2. The Utility shall not release any examination or examination
question to any entity other than a State or Federal Agency.
3. Examination procedures shall be as defined in the training
manual.
4. Unless otherwise agreed to by the parties, each Bonneville
Area Office shall maintain an examination question bank and
upon request of the Utility, shall furnish an examination to
the Utility.
C. Energy Analyst On- the -Job Training
1. Minimum of four on -site analyses successfully completed in
accordance with the provisions of Attachment 2.
2. Conducted under supervision of a qualified instructor.
II. Inspector training includes the following elements. A manual will be
provided to assist in furnishing this training.
A. Inspector classroom training curriculum shall consist of the
weatherization specifications set forth in Attachment 7.
B. Inspector Final Examination
1. Content is based on curriculum detailed in A. above.
Attachment 4, Page 4 of 5
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy 2 Conservation Agreement
2. The Utility shall not release any examination or examination
question to any entity other than a State or Federal Agency.
3. Testing procedures shall be as defined in the training manual.
4. Unless otherwise agreed to by the parties, each Bonneville
Area Office shall maintain an examination question bank and
upon request of the Utility, shall furnish an examination to
the Utility.
C. Inspector On -The -Job Training
1. Minimum of four inspections successfully completed in
accordance with the provisions of Attachment 3.
2. Conducted under the supervision of a qualified instructor.
III. Energy Analysts or Inspectors who complete the curriculum in sections IN
or IIA respectively; complete the written examination in sections IB or
IIB respectively; and complete the on- the -job training in sections IC or
IIC respectively shall have successfully completed the examination
required by the Training section of the Energy Conservation Agreement.
The phrase "successfully completed" as used in sections IC1 and IIC1
means that the Energy Analyst or the Inspector has correctly performed
all of the procedures contained in Attachments 2 or 3 respectively. The
phrase "qualified instructor" as used in sections IC2 and I IC2 means a
person designated by the Utility who is qualified through experience or
education to conduct reimbursable training.
IV. Optional Training Curriculum
A. Advanced
1. Special technical problems
2. New technology
B. Interpersonal Relations
1. Communication skills
2. Interviewing skills
3. Sales training
Attachment 4, Page 5 of 5
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
C. Renewable Resources
1. Active Solar Energy Systems
(a) Domestic water heating systems
(b) Space heating systems
(c) Combined space heating and water heater systems
(d) Replacement swimming pool heaters
2. Direct solar energy systems
(a) Passive gain glazing systems
(b) Indirect gain glazing systems
(c) Solaria /Sunspace systems
(d) Window heat gain retardants
3. Wind Energy Systems
(a) Wind characteristics
(b) Conversion of wind energy
4. Site Auditing Procedures for Renewables
(a) Audit calculations
(b) Insulation standards
(c) Solar site analysis
(WP PCI- 1213c)
Standard Heat Transfer Methodology
Attachment 5, Page 1 of 1
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81bP
Energy Conservation Agreement
5/14/82
The estimated annual kilowatthour savings referred to in section 1U(b) shall
be calculated using standard heat transfer methodology equations and tables
set forth in the Standard Heat Transfer Methodology of November 1981,
developed by Bonneville and Utility representatives for the heat capacity of
air, C factor, duct losses, infiltration losses, and U F values. The
Standard Heat Transfer Methodology of November 1981, is hereby incorporated by
reference into this Agreement and shall be subject to the terms hereof.
(A) I SSS
SSU where,
Attachment 6, Page 1 of 2
Zero Interest Loan
Weatherization Program II
Contract No. PE-MS79-81BP
Energy Conservation Agreement
5/14/82
Procedure for Indexing Alternate Heat Transfer Methodologies
1. e1icabilit The heat transfer methodology used by the
U ility, shall be indexed whenever that methodology or the
results derived from that methodology vary by more than
5 percent from the Standard Heat Transfer Methodology or the
results obtained therefrom. The Utility shall use the
procedure in section 2 below for determining the variance of
the Utility's heat transfer methodology from the Standard Heat
Transfer Methodology.
2. Procedure.
(a) From the list of test Residences provided by Bonneville
the Utility shall select a sample of 30 Residences that
typify the housing stock in the Utility's service area.
(b) The Utility shall calculate the savings potential of
Measures which could be installed in the above 30
Residences using the Utility heat transfer methodology
and compare that savings potential to the savings
potential calculated using the Standard Heat Transfer
Methodology.
(c) If the variance between the sum of the savings estimated
pursuant to the Utility heat transfer methodology and the
sum of the savings estimated pursuant to the Standard
Heat Transfer Methodology is greater than 5 percent, the
Utility shall either:
(1) in consultation with Bonneville, modify the
Utility's heat transfer methodology so that such
variance is 5 percent or less; or
(2) calculate an index factor (I) to be applied to the
savings estimates for each home analyzed in
accordance with section 6 of the Program Exhibit. I
shall be calculated by either of the following
methods:
SSS the sum of the estimated savings calculated
pursuant to (b) above using the Standard Heat
Transfer Methodology, and
(WP- PCI- 1213c)
Attachment 6, Page 2 of 2
Zero Interest Loan
Weatherization Program II
Contract No. UE- MS79 -81BP
Energy Conservation Agreement
5/14/82
SSU the sum of the estimated savings
calculated pursuant to (b) above using the
Utility's heat transfer methodology; or
(B) the Utility may calculate its own statistically
valid index which is mutually agreeable to the
parties.
3. Review. Upon completion of the above computations,
copies of the data and results shall be sent to
Bonneville for review. Unless and until Bonneville
requests modification of the Utility's results from
2 above, the Utility may apply those results in the
conduct of Energy Analyses.
104. CEILING SPECIFICATIONS
A. Insulation Levels
B. Insulation Materials
C. Ceiling Loadings
D. Installation Requirements
E. Ventilation
105. FLOOR SPECIFICATIONS
A. Insulation Levels
B. Insulation Materials
C. Installation Requirements
D. Ventilation
WEATHERIZATION SPECIFICATION
TABLE OF CONTENTS
Page
101. INTRODUCTION 4 -5
A. Overall Requirement
B. Responsibility
C. Purpose
D. Major Structural Changes
E. Definitions
102. WEATHERIZATION INSULATION STANDARDS
A. R -Value Labeling Requirement
B. Material Requirements
103. GENERAL REQUIREMENTS
A. Expected Life
B. Warranty
C. Unusual Conditions
D. Materials Bid
E. Determination of Weatherization to be Installed
F. Approval of Products
G. Unsatisfactory Products
H. Clearances and Access
I. Professional Installation
J. Permits
K. Site Clean -up
L. Existing Structural Damage
M. Storage of Consumer Property
N. Product Approval s
0. Allowable Measures
Attachment 7, Page 1 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
5/14/82 er yConservation Agreement
5
5 -8
8 -15
16 -20
106. WALL SPECIFICATIONS
A. Insulation Levels
B. Insulation Materials
C. Installation Requirements
D. Exterior Perimeter Insulation
107. HVAC DUCT SPECIFICATIONS
A. Insulation Levels
B. Insulation Materials
C. Installation
D. Ceiling Duct Systems
108. WINDOW SPECIFICATIONS
A. Definitions
B. AAMA Certification
C. Safety Glass Requirements
D. Materials Requirements
E. Installation Requirements
F. Operable Storm Windows
G. Inside Storm Windows Glass Glazing
H. Inside Storm Windows Non -Glass Glazing
I. Multi- Glazing
J. Skylights
109. STORM DOOR SPECIFICATIONS
A. Definitions
B. Materials Requirements
C. Installation Requirements
Attachment 7, Page 2 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE IS79 -81BP
Energy Conservation Agreement
5/14/82
20 -21
21
21 -32
3 2 -3 5
110. SLIDING AND FRENCH (ATRIUM) DOOR SPECIFICATIONS 35 -37
A. Definitions
B. Insert Requirements
C. Storm Door Requirements
D. Final Inspection
111. INSULATED ENTRANCE DOOR SPECIFICATIONS 38 -39
A. Installation Criteria
B. Materials Requirements
C. Installation Requirements
112. WEATHERSTRIPPING SPECIFICATIONS 39 -40
A. Weatherstripping Materials
B. Prime Doors
C. Weatherstripping Types
D. Door Bottom Weatherstripping
E. Threshold Replacement
113. CAULKING SPECIFICATIONS
A. Applicability
B. Caulking Materials
C. Caulking Installation
114. CLOCK THERMOSTAT SPECIFICATIONS
A. Applicability
B. Useability
C. Adjustment
D. Installation
E. Instructions
Attachment 7, Page 3 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
40
40 -41
115. DEHUMIDIFIER SPECIFICATIONS 41 -42
A. Applicability
B. Applicability After Weatherization
C. Product Certification
D. Product Capacity
116. APPENDIX A REFERENCED SPECIFICATIONS
Table 1 Federal Specifications 42 -43
Table 2 Miscellaneous Specifications 43 -44
117. APPENDIX B REFERENCED ORGANIZATIONS 45-46
118. APPENDIX C GLOSSARY 46 -53
101. INTRODUCTION
WEATHERIZATION SPECIFICATION
Attachment 7, Page 4 of 56
Zero Interest Loan
Weatherization Program II
Contract No. QE- MS79 -81 BP
Energy Conservation Agreement
5/14/82
A. These specifications are intended to meet or exceed applicable
existing codes and Federal regulations. In any case where a
Federal, State, or local code or regulation exceeds the
requirements herein, the code or regulation shall apply.
B. THE UTILITY DOES NOT ASSUME RESPONSIBILITY FOR ENFORCING OR
DETERMINING COMPLIANCE WITH CODES, REGULATIONS OR
INTERPRETATIONS, except when required by the RCS program.
C. These specifications are designed to assist Installers and
Consumers participating in weatherization programs.
D. Major structural changes required to install weatherization
Measures are generally beyond the scope of this Program. Any
work other than normal installation must be approved by the
Consumer on an individual basis before it is started.
E. For purposes of this specification, the following definitions
shall apply:
1. Consumer An electrical customer of the Utility
2. Damaged or Otherwise Unserviceable Physical damage or
deterioration to the extent that a component does not
function as designed relative to its thermal integrity,
and cannot feasibly be repaired. Determination of
whether a component is damaged or otherwise
unserviceable shall consider the thermal integrity not
only of the component alone, but also of the component
together with potential retrofit Conservation Measures
(e.g., storm doors, storm windows, weatherstripping,
etc.).
3. Installer An individual, partnership, or corporation
which is qualified to execute and has executed a
Installer Agreement with the Utility and which has not
subsequently been disqualified from participating in
the Program by the Utility or Bonneville.
4. Utility An electric utility which sells electric
power to consumers in the region and which has executed
3. 10 years for storm doors; and
4. 6 years for: Weatherstripping and caulking.
Attachment 7, Page 5 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
an Energy Conservation Agreement with Bonneville and is
participating in the Home Energy Efficiency Program
covered by that agreement.
Abbreviations of organizations referenced in this specification
are listed in Section 117 Appendix B, with the full name of
each organization, its address, and its telephone number.
102. WEATHERIZATION INSULATION STANDARDS
A. The American Society of Heating, Refrigeration, and Air
Conditioning Engineers ASHRAE) Handbook of Fundamentals (1977)
is the accepted standard for R- value /U -value of materials
utilized by Installers. Products that vary from ASHRAE are
acceptable if they comply with current Federal Trade
Commission (FTC) certifications, testing, an ti a e ing rules.
Additional labeling on weatherization materials may be required
under the RCS regulations for covered Utilities.
B. In addition, materials used for thermal insulation shall meet
the requirements contained in the applicable Federal
specification. The relevant Federal specifications for each
type of insulation are listed in Section 116 Appendix A
(Table 1). Certain requirements in these specifications refer
to voluntary standards such as ASTM for specific test methods
or physical properties. For purposes of compliance with this
weatherization specification, the referenced voluntary standard
shall be considered as mandatory.
103. GENERAL REQUIREMENTS
A. For the purposes of material quality evaluation for this
Program, components shall be designed to meet or exceed minimum
life expectancies as follows:
1. 25 years for: Insulation, windows, completely new sliding
doors;
2. 15 years for: Dehumidifiers, attic exhaust fans, sliding
doors modified by sealed glass inserts, and clock
thermostats;
Attachment 7, Page 6 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
B. All equipment, labor and weatherstripping and caulking
materials shall be warranted by the Installer against failure
due to manufacturing or installation defects for a period of at
least 1 year. All other materials shall be warranted by the
Installer against failure due to manufacturing defects for a
period of at least 3 years, except that sealed insulated glass
units shall be warranted against failure of the seal for a
period of at least five years.
Manufacturers' written warranties may be used by Installers to
satisfy these warranty requiremdnts where appropriate.
C. The Installer shall separately identify any unusual (but
necessary) costs that affect the price in providing a safe,
permanent, effective, and workmanlike weatherization
installation. Where esthetic or special features inherent in
weatherization products are requested by the Consumer, these
costs shall also be identified separately.
D. The Installer shall indicate in writing the types of materials
to be used, brand names, methods of installation,
identification of special problems, alternate materials, and
anything else which would minimize misunderstandings.
1. The Installer shall identify to the Consumer the basic
types of materials covered in this Program and the
availability of other options should they be preferred by
the Consumer.
2. The Installer shall indicate to the Consumer in writing any
materials or components being replaced which are assumed to
become the property of the Installer (i.e., salvage).
E. The Utility will be responsible for determining what
Conservation Measures are eligible to be installed in each
Residence under this Program. The Consumer will determine
which eligible Measures are installed. The Utility will
determine recommended levels of insulation, whether adequate
ventilation exists in attic spaces (including those behind knee
walls) as well as whether such optional items as dehumidifiers
and clock thermostats are required or appropriate.
F. Installers seeking approval of materials, components, or
equipment not automatically acceptable under the Program as
defined elsewhere in this specification shall submit
representative samples to the Utility for evaluation.
Attachment 7, Page 7 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
Installers may request the return of any sample following
evaluation; all samples of significant value will be returned
to the Installer.
G. The Utility reserves the right to identify and disapprove for
use in this Program, any weatherization product at any time
when it deems the product not satisfactory for the life
expectancy requirements of this Program.
H. It is the Installer's responsibility to check clearances and
access in attics and crawl spaces prior to job commitment, and
to make appropriate allowances for ducts, joists, or other
installation obstructions.
I. All materials shall be installed properly in a professional
manner, according to these specifications, to assure a
permanent installation for the life of the component.
J. Participating Installers shall provide all permits, materials
and labor necessary to retrofit the home(s).
K. Each job site shall be left clean (free of installation debris
and surplus) unless previous written arrangement is made with
the Consumer.
L. When structural damage is detected, as evidenced by obvious
water stains, dry rot, termites, etc., it shall be immediately
called to the Consumer's attention and arrangements shall be
made (separate from this Program) by the Consumer for completed
corrective action before any affected weatherization measure is
installed.
M. Personal effects stored by the Consumer in locations which
hinder the efficient application of any weatherization must be
moved (and restorage provisions made) by the Consumer.
N. Where these specifications require written Utility approval of
products prior to their use, the intent is that, unless
otherwise stated in the specification or approval, once a
product is approved by a Utility for one installation it will
be acceptable for all other similar installations without
resubmittal to that Utility.
0. Where these specifications require a Measure to be determined
to be appropriate by the Utility, the intent is that an energy
audit performed on the Residence by or for the Utility will
determine those Measures which may be selected by the Consumer.
104. CEILING SPECIFICATIONS
Attachment 7, Page 8 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE MS79 -81 BP
Energy Conservation Agreement
5/14/82
A. Insulation Levels. Ceilings shall be insulated to a minimum of
8718 where practical, or the highest R -value approaching R -38
which is practical.
B. Insulation Materials. Loose -fill, poured, blanket or batt
insulation complying with the Applicable Federal Specification
may be used in attic spaces as appropriate. Cellulose
materials used shall meet standards contained in CPSC 1209 and
all other requirements which are not covered under the CPSC
regulation but which are contained in Federal Specification
HH- I -515D, or subsequent revisions. Cellulose manufacturers
shall subscribe to an ongoing laboratory quality control
inspection program substantially equivalent to the "UL
labeling" program. In addition, cellulose shall meet the
labeling requirements contained in CPSC 1404. When unusual
conditions exist which indicate the use of foam plastics, or
their combinations with other materials, such applications
shall comply with the Uniform Building Code, and be approved by
the Utility in writing. Vermiculite or perlite insulation
shall be water repellent.
C. Ceiling Loadings
1. The combined weight of all insulation (both existing and to
be installed) shall not exceed 2.2 lbs. /sq. ft. unless the
Installer warrants in writing that the ceiling system is
structurally adequate to support greater ceiling loadings,
and the Consumer approves the Installer's proposal in
writing prior to installation. Structural damage can be
caused by excessive pressures during the installation or by
installing insulation in structures too weak to support the
imposed load. The Installer shall be responsible for
ceiling damage due to his installation of insulation. The
following is a list of signs which indicate that special
care and /or limitation of insulation quantity may be
required. In such cases, the Utility shall be notified of
and approve any proposed action before it is taken by the
Installer.
(a) Separation of finish materials from joists or studs.
Attachment 7, Page 9 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
5/4/
Energy 82 Conservation Agreement
(b) Cracking of materials or opening of joints between
boards.
(c) Vertical deflection of gypsum board of more than 1 /2UU
of the joist spacing.
(d) Visible evidence of nail heads being pulled partially
through sheet rock.
2. No additional insulation shall be installed over existing
fiberglass, rockwool, or cellulose insulation with a depth
of 10 inches or more unless warranted and approved as noted
in 1 above.
3. No additional insulation shall be installed over existing
perlite or vermiculite with a depth of 3 -1/2 inches or
more. Fiberglass insulation only may be installed over
existing perlite or vermiculite with a depth of 1 to
3 -1/2 inches.
D. Installation Requirements. Insulation shall be installed
according to the provisions of the Uniform Building Code and
shall include the requirements listed below as appropriate.
1. Heat Producing Fixtures. Insulation shall not be installed
within 3 inches of the sides nor, when installed directly
over a fixture, within 24 inches of the top of any recessed
lighting fixture enclosure unless the fixture is labeled
for direct cover by insulation. A solid, noncombustible,
open- topped enclosure shall be placed around recessed
fixtures to provide clearances to the side, and to prevent
loose -fill material from blowing into or sluffing onto the
fixture. Tops of such enclosures or dams shall extend a
minimum of 4 inches above loose -fill insulation. When
insulation is to be installed over a fixture, a solid,
non combustible closed -top box shall be used which provides
the 3 inch side clearance and a vertical clearance overhead
of at least 24 inches above the highest point of the
fixture. Similar, proper protection shall be made for all
miscellaneous electrical devices (i.e., door bell
transformers, ventilating fans, other motors, etc.) in
accordance with State and local codes. Metal fixture boxes
with top enclosures may be insulated around and over
without additional protection when tested and cr; tified by
an independent laboratory as being capable of dissipating
Attachment 7, Page 10 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
fixture heat, (e.g., UL -rated fixtures will be marked
"Recessed Fixture Type IC
All combustible insulation materials shall be kept a
minimum of 3 inches from metal flues and mansonry chimneys,
by installing solid, noncombustible retaining wall
extending a minimum of 4 inches above the level of
loose -fill insulation, or by wrapping the flues or chimneys
with a minimum 3 -inch thick layer of noncombustible batt
insulation extending 4 inches above the level of loose fill
insulation.
As an alternative to enclosures and retaining walls,
unfaced batt insulation (at least 14 -1/2 inches wide) of
the required R -value may be placed around fixtures, flues,
and chimneys. Such material shall maintain a minimum
3 -inch clearance and extend a minimum of 4 inches above the
level of loose -fill insulation.
Where a 3 -inch clearance is established around flues and
chimneys by using a retaining wall or by using batt
insulation, then noncombustible insulation may be installed
in the clearance space. Noncombustible insulation is
insulation material which conforms to the standard test
method ASTM E- 136 -79.
2. Recessed Soffits. Insulation shall not be introduced into
recessed soffits which contain lighting, electrical
devices, or flues.
3. "Knob and Tube" Wiring shall be treated with special care.
Free air circulation shall be maintained by installing batt
type insulation (unfaced or faced downward) of at least
14 -1/2 inches in width directly under the wiring. When
loose -fill type insulation is used, it shall be tapered
back from the edges of the batt so that loose -fill
materials do not "drift" into contact with the wiring.
Other proposed methods shall be submitted to the Utility
for written approval, prior to use.
4. Ventilation Baffling shall be provided so that an average
of at least 1 inch measured vertically over the full joist
spacing is available for incoming air from all soffit, eave
or knee wall openings. Baffles shall be of wear: :.er
resistant materials, and shall be capable of
Attachment 7, Page 11 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy y 82 Conservation Agreement
permanently retaining and separating the insulation from
the incoming air access.-
Mineral wool batts of sufficient thickness to adequately
baffle, and yet maintain the 1 inch free -air clearance, are
acceptable. When used in conjunction with loose -fill
materials, all baffles shall extend above the final
insulation level. Where roof slope will not allow the
maintenance of the 1 -inch clearance and ventilation access
is required, the insulation depth shall be sloped to
maintain the required ventilation.
5. Attic Entjy Access Openings shall be framed to prevent
loose -tiff insulation from falling or sluffing through the
opening, and the access door shall have at least a 6 -inch
mineral batt fixed to the attic side.
Alternatively a 14 1/2 -inch wide batt insulation perimeter,
with R rating equal to that specified for the attic, may be
used around the ceiling attic access opening in place of
loose-fill insulation.
Attic Access Hatches (or the opening itself) shall be
weatherstripped with appropriate materials (see
section 112), if they open to a conditioned space.
6. Exhaust Fans which vent any living space into the attic
space shall be extended to the outside in a workmanlike
manner or to within 6 inches of an existing ridge or gable
vent. Extension material shall be moisture proof, rigid
material mounted in a secure manner, of appropriate
diameter for the vent opening. Kitchen range exhaust fans
shall be connected to a duct of not less than 26 gauge
galvanized steel which is substantially air tight
throughout and which terminates directly to the outside in
a vent cap. Where required by local codes, outside venting
provisions shall be installed as specified in such codes.
7. Floored Over Attic Spaces shall be insulated to the highest
practical K -value approaching R -38.
8. Knee Walls around a conditioned space shall be insulated to
a minimum of R -11, with R -19 preferable. A vapor barrier
should be installed facing the conditioned area. The
ceiling over this conditioned space shall be insulated to
the highest practical R -value approaching R -38.
9. Upon Completion of the ceiling insulation application, four
coverage labels shall be completely filled out and signed
by the Installer. One each shall be permanently attached
to the interior of the attic structure in a convenient
location nearby and clearly visible from the access
opening, presented to the homeowner, mailed to the Utility,
and kept on file by the Installer for at least four years.
The "Certificate of Installation" required by the USDOL
Residential Conservation Service (RCS) program may be
substituted for the coverage label.
10. or Barriers installed with ceiling insulation shall be
paced between the insulation material and the conditioned
space.
E. Ventilation
1. Definitions
Unconditioned Space G/t
Conditioned Space
a
b
c
Attachment 7, Page 12 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
d
e
(a) represents a horizontal attic.
(b) represents an upper horizontal attic with a conditioned
space below.
(c) represents vertical wall sections referred to as KNEE
WALLS.
(d) represents an upper horizontal attic with KNEE WALLS.
(e) represents a sloping ceiling with knee wall.
2. Total Net Free Area of vents in the attic space shall
either be determined to be adequate or shall be made
adequate by the Installer consistent with the requirements
of this section, as an integral part of any ceiling
insulation to be installed. Unless local code takes
precedence, attic ventilation requirements shall conform to
one of the following options, or its equivalent.
(a) GABLE VENTS ONLY (one at each end) No Vapor Barrier
One square foot of (total system's) cross ventilated net
free area for each 150 square feet of ceiling area.
(b) GABLE VENTS ONLY Vapor Barrier Facing Down
At least
One -half
of vent
area here.
Balance at
Eaves.
baM.ian
ba down_
a •rp`y� Li
Attachment 7, Page 13 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE MS79 -81BP
Energy Conservation Agreement
5/14/82
One square foot of (total system's) cross ventilated net
free area for each 300 square feet of ceiling area.
(c) COMBINATION UPPER AND LOWER VENTS With or Without Vapor
Barrier
Minimum
One square foot of (total system's) cross ventilated net
free area for each 300 square feet of ceiling area.
Attachment 7, Page 14 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
Note: Single gable- venting does not provide adequate
cross ventilation, except for ventilating small "blind"
attic areas created by knee wall /dormer combinations.
Gable -vents (or their equivalent in roof vents) should be
located at each extremity of the house. When used in
conjunction with eave (soffit) vents, each house extremity
should have either gable vents, roof- vents, or a
combination of either one or both.
Note: Mesh screens, rain louvers, or combinations of both
can reduce net free area by as much as two thirds.
Allowances shall be made accordingly. Most metal louvers
have "net free area" stamped on them. Otherwise, divide
the gross area by the Area Factor in the following table:
Covering Area Factor
1/4" hardware cloth 1
1/4" hardware cloth with rain louvers 2
8 mesh screen 1 -1/4
8 mesh screen with rain louvers 2-1/4
16 mesh screen 2
16 mesh screen with rain louvers 3
No screen with rain louvers 2
Note: Knee walls in attic spaces typically create dead -air
conditions which require proper ventilation.
3. All Soffit or Eave Openings shall be left free of any
blockage by insulation or other materials, and such eave
systems must remain effective following weatherization.
4. Eave or Soffit Vents, by themselves, shall not be
considered as providing adequate "cross- ventilation."
Additional means of establishing ventilation by natural
convection should be incorporated.
5. Sloping Ceilings shall be ventilated by maintaining a
minimum space of 1 inch between the top of any insulation
material and the bottom of the roof sheathing.
6. Mechanical Ventilators shall be installed only when
"passive ventilating' are not practical. The
following considerations shall be made for such mechanical
ventilation:
1500 x 0.7 1050 CFM
If the home had a dark roof this would be increased as
follows:
(a) The unit's primary function shall be for attic humidity
control and the required humidistat shall be set for
95 percent R.H.
(b) The unit shall be certified by the Home Ventilating
Institute and be UL listed.
(c) The motor shall be permanently lubricated and shall
have vibration dampening mountings.
(d) The unit shall have a sturdy housing, plated or
stainless steel fan /motor mounts, and shall be of
weather /splash -proof construction.
(e) Fan /motor combinations shall be sized in accordance
with the recommendations of the Home Ventilating
Institute (HVI) as noted below. Fan /motor combinations
furnished shall be UL- approved and certified by the HVI
for at least the volume required.
Fan /motor combination rated capacity shall be at least
the volume given by the formula: Air volume in cubic
feet per minute (CFM) (ATTIC AREA FT2) x 0.7. This
quantity should be increased by 15 percent for homes
with dark roofs. For example, for a home with
1500 square feet of attic space the required fan /motor
capacity would be:
1050 x 1.15 12UU CFM
Attachment 7, Page 15 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
(f) The fan /motor combination shall be roof mounted (not
gable- mounted) with roof vents in its immediate
vicinity blocked so as to prevent localized circulation
(i.e., short circuiting). The total net free -area of
all unblocked eave and gable vents shall be equal to at
least one (1) square foot per 300 CFM of air flow
capacity of the fan /motor combination.
(g) Units designed for gable -end applications may be used
only when roof mounted units are not feasible.
105. FLOOR SPECIFICATIONS
Attachment 7, Page 16 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -818P
Enerrgy Agreement
(h) Mechanical Ventilators are not acceptable when ridge
ventilation has been provided.
7. Air turbines are not acceptable.
8. Unusual Attic Ventilation Problems may pose structural
changes beyond the scope of this Program. Deviations in
these standards and their solution should be handled on an
individual basis with Utility personnel.
A. Insulation Levels. A minimum of R -19 of insulation material
shall be installed under the floor of any conditioned space,
except when over a heated area or an unvented crawl space,
unless R -19 cannot feasibly be achieved.
B. Insulation Materials. Insulation installed under the flooring
may be mineral blankets or batts, loose -fill mineral fibers, or
loose -fill cellulose complying with the Applicable Federal
Specification. Cellulose materials used shall meet standards
contained in CPSC 1209 and all other requirements which are not
covered under the CPSC regulation but which are contained in
Federal Specification HH- I -515D, or subsequent revisions.
Cellulose manufacturers shall subscribe to an ongoing
laboratory quality control inspection program substantially
equivalent to the "UL" labeling program. In addition,
cellulose shall meet the labeling requirements contained in
CPSC 1404. When unusual conditions exist which may indicate the
use of foam plastics, or their combination with other
materials, such applications shall comply with the Uniform
Building Code.
C. Installation Requirements. Insulation shall be installed
according to the provisions of the Uniform Building Code and
shall include the requirements listed below as appropriate.
1. A Ground Cover moisture barrier shall be installed when
none exists or when an existing ground cover has been
extensively damaged. The ground cover shall be 6 mil black
polyethylene, or its equivalent in perm- rating, strength,
and resistance to soil chemical degradation. All joints
shall be lapped 12 inches. The cover shall extend at least
12 inches up the foundation wall.
Attachment 7, Page 17 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
2. Underfloor Drainage of standing water shall be provided, if
necessary, by the Consumer in compliance with the Uniform
Building Code, before floor insulation is installed.
Floors over crawl spaces with only moderate, seasonal
moisture problems can be insulated if ample
cross- ventilation exists through the crawl space. When
crawl spaces are seasonally wet, the area can be
temporarily pumped or the installation deferred to a later
time, whichever is mutually agreeable to both Installer and
Consumer. Excessive seasonal water levels, which could
contact insulation on plenums or ducts will disqualify the
floor for weatherization until properly drained as stated
above.
3. Attachment of Suspension Materials for containing the
insulation under the sub -floor and between floor support
members shall not exceed 2 foot spacing, either along floor
joists or beams or between joists or beams. Suspension
materials must be capable of permanently containing the
insulation without sagging under anticipated loads of
seasonal condensation. These materials shall be rot -free,
rust -free, stretch -free, permanently affixed by positive
wood penetration, and shall not compress more than
10 percent or otherwise alter the insulation value of the
material installed. Twine meeting these specifications,
shall have a strength of not less than 150 lbs. test
strength.
Methods of retaining loose -fill floor insulation shall be
submitted to the Utility and approved prior to use.
4. Vapor Barriers shall be installed as a part of floor
insulation. Such barriers shall have a minimum perm rating
of 1.0 and shall be located between the insulation material
and the conditioned space.
5. Crawl Space Access Opening must be provided by the
Consumer. Any access door adjacent to a conditioned space
shall be insulated to R -19.
6. Water Pipe Insulation is a part of under -floor insulation.
A minimum of R -3 shall be required on any water pipes not
enclosed within the floor insulation, except higher
R- values may be required in areas with severe winter
climates as determined by the Utility. Waste or drain
pipes are excluded from this insulation requirement, except
Attachment 7, Page 18 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -810
Energy Conservation Agreement
5/14/82
in areas with severe winter climates as determined by the
Utility.
7. Water Pipe Heaters shall be installed in localities which
experience sustained periods of subfreezing temperatures
during the winter. Such heaters shall include a thermostat
set at approximately 35 degrees Fahrenheit, and they shall
be placed around all water pipes (both hot and cold water)
in the crawl space prior to installation of the pipe
insulation.
8. Exterior Perimeter insulation shall be an acceptable
alternative to under floor insulation at the discretion of
the utility. When exterior perimeter insulation is deemed
acceptable it shall be installed as follows:
(a) Only insulation board which has a moisture absorption
rate no greater than 0.3 percent when tested in
accordance with ASTM C- 272 -53 and a water vapor
transmission rate no greater then 2.0 Perm /inch when
tested in accordance with ASTM C- 355 -73 may be used for
this application. Alternate materials shall be
submitted to the Utility for written approval prior to
use. Expanded polystyrene (bead board) is not
acceptable.
(b) Insulation installed shall have a minimum thermal
resistance of R -8 and shall generally not extend beyond
a line projected downward from the outer surface of the
home's siding.
(c) Insulation shall be installed from the bottom edge of
the siding to a depth equal to the local "frost line"
(as determined from local building or water utility
officials) or two feet below grade, whichever is
greater. The single exception to this requirement
shall be that insulation shall not be installed nor
excavation take place below the level of any foundation
footing. The purpose of the exception is to minimize
disturbance to the soil under the foundation.
(d) Prior to any excavation, the Installer shall reach an
agreement with the Consumer regarding protection or
removal and replacement of any plants or other items
which will be disturbed or damaged by the excavation.
The Installer shall be responsible for promptly
Attachment 7, Page 19 of 56
Zero Interest Loan
Weatherization Program I I
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5 /14/82
backfi l l i ng any required excavations after work is
completed and for replacing all such plants or items in
their original locations, unless released in writing
from this obligation by the Consumer.
(e) Insulation shall be adhered to the foundation with an
adhesive suitable for the purpose after the foundation
surface has been adequately cleaned and projections
removed. Adhesive shall be installed in continuous
horizontal beads to block insect infestation.
(f) Insulation material shall be water proofed with a
suitable vapor barrier of aluminum foil or similar
material and shall be protected from mechanical damage,
solvents, mastics, moisture, and ultra violet light
degradation. Above grade, the insulation shall be
covered with a suitable coating which matches adjacent
walls (or previous foundation surface) in color and
general surface appearance. (Acceptable materials
include galvanized sheet metal, other metals
insensitive to corrosion, cement asbestos board, or
Portland cement plaster (Stucco). Other materials must
be approved in writing by the Utility prior to
installation).
(g) A flashing system shall be provided in order to prevent
water from getting behind the perimeter insulation.
(h) When perimeter insulation is installed with a crawl
space, a ground cover of 6 mil black polyethylene shall
be installed unless one already exists.
(i) The Installer shall be responsible to locate, protect,
and if damaged, repair any underground cables, pipes,
utility lines or other obstructions during excavation.
9. Interior Perimeter insulation shall be an acceptable
alternative to the under floor insulation at the discretion
of the utility. When interior perimeter insulation is
deemed acceptable it shall be installed as follows:
(a) A ground cover moisture barrier shall be installed as
specified under 105 Cl prior to the installation of
insulation.
D. Ventilation
106. WALL SPECIFICATIONS
Attachment 7, Page 20 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
(b) Insulation installed shall have a minimum thermal
resistance of R -19 where feasible.
(c) Insulation shall extend from the bottom surface of the
sub flooring (i.e., including band joist) downward to
the crawl space floor and inward from the base of the
foundation a distance of three feet on top of the
ground cover. All seams between adjacent batts
blankets or sheets shall be either continuously taped
or stapled (on no more than 6" spacing) along their
entire length.
1. Ventilation of Crawl Spaces shall either be determined to
be adequate or shall be made adequate by the Installer as
part of any floor insulation to be installed. Adequate
ventilation shall be considered to be 1 -1/2 square feet of
cross ventilated net -free -area per 25 linear feet of
perimeter wall.
2. Insulation of Inadequately Vented Crawl Spaces shall be
approved on an individual basis by the Utility prior to
installation.
3. When Perimeter Insulation is Installed with a crawl space,
(i.e., not a whole -house plenum or slab -on -grade
construction), automatic thermostatically controlled
louvers shall be installed in each ventilation opening to
the crawl space. Such vents shall operate such that they
are fully closed at 40 degrees Fahrenheit and fully open at
70 degrees Fahrenheit.
A. Insulation Levels. Walls determined by the Utility to be
eligible for weatherization shall be insulated to a minimum of
R -11.
B. Insulation Materials. Insulation installed in walls may be
mineral blankets or batts, loose -fill mineral fibers, or
loose -fill cellulose complying with the Applicable Federal
Specification. Cellulose materials used shall meet standards
contained in CPSC 1209 and all other requirements which are not
covered under the CPSC regulation but which are contained in
Federal Specification HH- I -515D, or subsequent revisions. In
addition, cellulose shall meet the labeling requirements
contained in CPSC 1404. When unusual conditions exist which
may indicate the use of foam plastics, or their combination
with other materials, such application shall comply with the
Uniform Building Code.
Note: Urea Formaldehyde foam insulation is not acceptable.
C. Installation Requirements. Insulation shall be installed
accoraing to the provisions of the Uniform Building Code and
shall include the requirements listed below as appropriate.
1. A Vapor Barrier, of 1.0 perm minimum (including special
low -perm paints, foil or vinyl wall papers, or similar
materials) shall be installed on the warm side of the
insulation, unless installation without a vapor barrier is
approved in writing by the Utility.
2. Furring Out Concrete or Masonry Walls required as part of
wall insulation shall be included as part of the insulation
job.
3. Electrical Wiring; installation, taping, and painting of
gypsum board; as well as other finishing shall be the
responsibility of the Consumer.
D. Exterior Perimeter Insulation shall be an acceptable
alternative to insulation of basement walls. When perimeter
insulation is installed, it shall be installed as specified in
section (105, C 8, a -i) above.
107. HVAC DUCT SPECIFICATIONS
Attachment 7, Page 21 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
A. Insulation Levels. HVAC ducts shall be insulated to a minimum
of R -9 in the crawl space, or a minimum of R -19 when located in
the attic.
B. Insulation Material. Duct insulation shall meet the
requirements of Federal Specification HH -I -5586. When located
in unconditioned spaces and subject to routine human contact,
ducts leading directly into and out of electric furnaces or
heat pump air handlers shall be insulated with insulation
having a facing with a flame spread rating not greater than 50,
per ASTM E- 84-79. If the duct serves more than one dwelling
unit, then the flame spread shall be no greater than 25.
Attachment 7, Page 22 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
C. Installation of duct insulation, when required, shall include
repairing duct supports, taping duct joints and elbow segments,
and sealing boot entries at the floor. All duct joints shall
be taped before insulating. Batt facing shall be outside for
mechanical protection of the insulation.
D. Ceiling Duct Systems (whether supply or return ducts of a
functioning circulating air system) shall be joint -taped before
any ceiling insulation is applied.
108. WINDOW SPECIFICATIONS
A. Definitions
1. Prime Window. The original window to which a storm window
or multipane unit is added to provide greater thermal
resistance.
2. Lite. Also known as pane. The glazed parts of the frame
(e.g., reference to a 2 or 3 lite horizontal sliding window
means that there are 2 or 3 individual glass sections
within the window unit).
B. AAMA Certification. Storm windows certified under AAMA are
automatically acceptable under this Program. Noncertified
windows must be approved by the Utility prior to installation
and will require that each manufacturer provide independent
test data (from a mutually acceptable laboratory) indicating a
specific infiltration performance capability. The Utility may
require data indicating conformance to other applicable
standards and test methods. (Exterior storm windows shall have
an air infiltration rate no greater than 2.0 cubic feet per
minute for each linear foot of crack at a static pressure
difference of 1.56 pounds per square foot.Interior storm
windows and thermal window units shall have an air infiltration
rate no greater than 0.5 cubic feet per minute for each linear
foot of crack at a static pressure difference of 1.56 pounds
per square foot. In addition, thermal window units hall have
a thermal conductance of no more than 0.7 Btu /hr. ft F,
corrected for framing, for an exterior wind velocity of 15 mph.)
C. Safety Glass Requirements. Safety glass shall be used under
e oll owing conditions:
1. In windows adjacent to a door whose nearest vertical
edge is within 12 inches from the door in a closed
Attachment 7, Page 23 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
position, and whose bottom edge is below the level of
the top of the door.
2. In windows and storm windows subject to human impact
(e.g., adjacent to a walking surface, or in a location
to be construed as an entrance or exit) except:
(a) Lites for which the smallest dimension is less than
18 inch.
(b) Lites whose bottom edge is more than 18" above a
walking surface and the portion below the lites is
filled with an opaque material.
(c) Lites protected by guardrails, handrails, safety
bars, or other barriers to protect the Lites from
human impact which have been approved by the
appropriate building code official or agency.
D. Materials Requirements. All materials shall be of sufficient
strength and durability so as to resist damage or distortion
from wind loads, thermal stress (including that due to solar
gain), or induced installation stresses.
1. Framing and Sliding Members of storm windows may be wood,
aluminum, or light colored ultraviolet resistant rigid
vinyl equivalent to B. F. Goodrich Geon 7080 or Ethyl Corp.
5006. Other materials are not acceptable unless approved
in writing by the Utility.
2. Glazing for exterior storm windows is restricted to glass
unless otherwise specified by the Utility in writing. All
Lites shall be of good quality glazing materials, and shall
meet Federal Quality Control Specifications DD- G -451D and
DD -G -14036
3. Maximum Allowable Areas for wood or aluminum- framed windows
which can be covered by a particular thickness of glazing
material shall be as follows:
Single strength glass 11 sq. ft.
Double strength glass 2U sq. ft.
3/16" thick glass 40 sq. ft.
E. Installation
Attachment 7, Page 24 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE-MS79-81BP
Energy Conservation Agreement
5/14/82
Allowable areas for vinyl- framed windows which can be
covered by a particular thickness of glazing material shall
be as follows:
Single strength glass not allowed
Double strength glass 17 sq. ft. and less than 4 ft.
vertical measurement.
3/16 inch thick glass 25 sq. ft.
No vinyl- framed single Lite shall exceed 25 sq. ft. or the
areas noted above unless approved in writing by the utility.
These areas are based on an average wind pressure of 18
psf, window height above ground of less than 30 ft., and
float type glass. However, where actual conditions exceed
these values, the maximun allowable area shall be reduced
according to the provisions of AAMA 302.9. Areas for
vinyl framed windows also should be reduced proportionally.
4. Storm Window Lites shall not exceed 20 square feet in area
unless approved in writing by the Consumer prior to
installation. For larger units, the Installer shall inform
the Consumer of potential difficulty and hazard of removing
such units for cleaning, and relative advantages of
substituting an insulated glass unit.
1. Storm Windows Shall be Permanently Affixed. Opening Prime
Windows, when weatherized, shall remain operable without
the removal of the storm window frame. For ease of
operating prime sliders and storm sliders, both shall be so
arranged that interior access to latches is not impaired or
made difficult. All storm windows shall provide an easy
and accessible method of removal to accomodate washing and
cleaning of both storm and prime glazings.
2. Quality Control
(a) Correct size, shape, and type of storm windows for the
openings shall be assured by the Installer. Each one
shall be measured for appropriate clearances and
'but -of- squareness" to match the Prime Window. The
storm window may need to be adjusted to be square,
plumb, and level without distortion to the storm window
parts, upon installation.
Attachment 7, Page 25 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81bP
Energy Conservation Agreement
5/14/82
(b) Distortion of storm frames to fit uneven prime frames,
empty drill holes, split blind- stops, make -shift
innovations to mask size mismatches, and all similar
evidences of non professional application are not
allowed in this Program and shall be corrected by the
Installer.
(c) Prime Window frames and sashes must be free of
deterioration and structurally sound before storm
windows are installed. Sources of evident water
penetration through prime openings shall be located and
corrected. Necessary repairs to Prime Window members
or Lites shall be accomplished by the Consumer prior to
installation of storm windows.
(d) When determined to be appropriate by the Utility,
complete window replacement with double glazed windows
will be acceptable where prime frames are damaged or
otherwise unserviceable for use with storm windows.
Similarly, where determined to be appropriate by the
Utility, complete sash replacement with double glazed
sashes will be acceptable where prime sashes are
damaged or otherwise unserviceable for use with storm
windows.
For purposes of this provision, double glazed
replacement window means a window constructed with
either a sealed insulated glass unit certified under a
SIGMA- approved program, or two layers of glass
specifically incorporated in the window frame having at
least a 1/2 -inch spacing between layers, and the inner
layer or glass is removable to allow for cleaning.
Replacement windows and sashes shall meet the minimum
requirements for storm windows with respect to life
expectancy, and operating characteristics.
(e) Hardware and fasteners shall be aluminum, stainless
steel or other non corrosive materials compatible with
the window frame material. Cadmium- or zinc plated
steel, where used with aluminum windows, shall be in
accordance with ASTM B 633 -78 or A 165 -80. Vinyl
framed interior and exterior storm sashes shall be
permanently anchored with screws through the web at
5 -inch centers. The screws must be long enough to
penetrate through the window surround and anchor in the
Attachment 7, Page 26 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -816P
Energy Conservation Agreement
5/14/82
structural framing. No stile or rail shall in any case
contain fewer than 3 anchor screws.
(f) Glazing sealants shall be resilient, nonha rdeni ng
compounds, tapes, or gaskets with established long life
expectancy.
(g) Effective infiltration barriers shall be provided by
proper sealing or weatherstripping of the storm window
to provide a tight dead -air space (3/4 -inch to
4 inches) between prime and storm Lites.
A weather tight, infiltration -tight caulking or gasket
shall be applied between the storm frame and prime
frame. Such material shall have the thickness and
resiliancy to adjust to and fill voids betwen frames.
This seal shall be continuous across the top and down
each side. The Installer shall provide a means of
preventing and relieving excessive condensation between
the storm window and prime unit. The Installer is
responsible for correcting condensation conditions
which are identified during the first year after
original installation.
(h) Any bare wood, whether exposed or added, shall be
finished with a sealer to prevent future warping or
swelling. Consumers shall be advised that color
matched painting must be arranged separately from this
Program.
(i) Framing members of storm window Lites shall align
visually with those of the Prime Window, unless
otherwise approved by the Consumer.
(j) Contact areas shall be free of protrusions which will
interfere with proper installation of storm windows.
(k) Aluminum storm windows shall employ a thermal break of
vinyl or elastomeric material specifically manufactured
for this purpose to prevent any metal -to -metal contact
of the frame to the prime frame, or to any metal window
trim.
(1) Materials damaged in shipment or in assembly shall not
be used.
Attachment 7, Page 27 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
(m) Mitered Butt Joints of frame members having cracks of
1/32 inch or greater shall be sealed or caulked with
compatible, visually acceptable material. Empty screw
holes or other minor penetrations shall be similarly
treated.
3. Caulking of Prime Window -frame /house- siding cracks is
discussed in Section 113 Caulking.
F. Operable Storm Windows
1. Storm Windows which are placed in the screen track of the
Prime Windows are not acceptable for this Program.
2. Installed Units Shall Not Rattle in high wind.
3. All Slidin Panes or associated channels shall be fitted
with infiltration and weather barrier devices.
4. Meeting Rails of sliding storm windows shall be provided
iiffn a 3 ura5Te, effective, infiltration barrier. Windows
with meeting rails 30 inches or longer shall also include a
mechanical interlock on the meeting rails. In no case
shall glass in sliders contact other glass in any position.
5. Locks or Latches (or spring- tension in pressure/friction
channels) on vertical sliding windows shall be designed
to hold the sash secure and level in ventilating positions.
6. When Glazed Sashes are allowed to "free fall" the maximum
distance provided by latch positions, they shall
automatically stop in the next -lower latch position.
Latches shall be of sufficient strength and durability to
prevent their breakage or failure. Pressure /friction
controlled sliders shall effectively prevent "free- fall."
7. The Lowest Latch Position shall provide an open space of at
least 1 inch but no more than 2 inches between sash and
sill. An exception shall be a pressure /friction slider.
8. Security Locks are not required.
9. All Sliding Units shall be of sufficient combinations of
glass /slider -frame rigidity to prevent bowing after
installation.
10. All Operable Windows shall be of design, materials, and
finish which will ensure they will operate as originally
designed for their full life expectancy.
11. In general, screens shall be furnished with all storm
window systems. However for outward opening casement,
awning or hopper window types, an exception is allowed.
Screens for those window types are not required where there
are no existing screen(s) or where the existing screen(s)
remain fully operable. Replacement screen(s) shall be
furnished where an existing screen is rendered inoperative
by the storm window installation.
12. Weatherstripping. Wherever feasible, installers shall
replace worn or damaged weatherstripping or sealants on the
prime assembly when it is weatherized. This includes
replacement of the meeting rail weather- stripping. All
materials used shall be compatible to the manufacturer's
slider system and shall be a permanent repair or
replacement.
G. Inside Storm Windows Glass Glazing
Attachment 7, Page 28 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy /14/82 Conservation Agreement
1. Inside Storm Windows Shall Meet the Same Material and
i,onstruction rcequirements as other winnows types as noted
elsewhere in this specification.
2. Inside Storm Windows Shall be Permanently Attached to the
Prime Window opening in a workmanlike manner.
3. The Window Shall be Mounted inside the master frame, within
3/4 -inch to 4 inches of the prime Lites. Clearance must be
allowed for Prime Window operation, removal, and cleaning.
Where design of the Prime Window precludes mounting the
storm window inside the master frame, the storm window may
be mounted in some other manner approved in advance by the
Consumer.
4. Inside Storm Windows Shall Have a Seal to provide greater
air tightness than the exterior Prime Window. The storm
window frame shall be installed using glazing tape,
caulking or other effective sealant system such that the
joint between it and the Prime Window or the surround is
completely sealed for the expected life of the storm
window. In addition, the corners of the Prime Window
casement (vertical and horizontal members which frame the
Attachment 7, Page 29 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
window opening) and between the casement and the storm
window frame shall be neatly sealed with a suitable
low- visibility caulk so that infiltration is effectively
blocked between the dead air space and the adjacent wall
cavity.
5. Inside Storm Windows Shall be Custom Fitted to each window
opening so as to match the size and shape of the existing
opening.
6. Tinted Glass shall not be used for inside storm windows.
H. Inside Storm Windows Non -Glass Glazing
1. Inside Storm Windows made with Non -Glass Glazing Shall Meet
the Same Construction Requirements as other window types as
applicable elsewhere in this specification.
2. The Glazing shall be self- supporting with a minimum
thickness of .080 inches.
3. The Glazing shall maintain clarity, surface lustre and
impact resistance for the expected life of the storm window.
4. The Glazing shall add a minimum of R -1 to the existing
prime window thermal performance.
5. The Glazing_ shall not soften or deform up to a temperature
of 180
6. The Glazing shall have an initial Rockwell Hardness of at
least M -90 or more as measured by ASTM U785 -76.
7. The Glazing shall be colorless with a minimum of 92 percent
light transmission for a minimum of 5 years as measured by
ASTM 01003 -77. Copies of manufacturer's test data shall be
furnished to the Utility upon request. The glazing shall
be virtually free of objectionable visual aberrations,
inclusions or distortions. The amount and severity of such
distortions are subject to the process by which the
material is manufactured. As a general rule its visual
characteristics shall be the same as float glass e.g.,
continuous or batch cast virgin acrylic).
8. Tinted Glazing shall not be used for inside storm windows.
Attachment 7, Page 3U of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -811P
Energy Conservation Agreement
5/14/82
9. Inside Storm Windows Shall be Custom Fitted to each window
opening so as to match the size and shape of the existing
opening.
10. The Window Shall be Mounted inside the master frame, within
774 inch to 4 inches of" a prime lites. Clearance must be
allowed for prime window operation, removal, and cleaning.
Where design of the prime window precludes mounting the
storm window inside the master frame, the storm window may
be mounted in some other manner approved in advance by the
consumer.
11. Inside Storm Windows Shall Have a Seal to provide greater
air tightness than the exterior prime window. The storm
window frame shall be installed using glazing tape,
caulking or other effective sealant system such that the
joint between it and the prime window or the surrounding is
completely sealed for the expected life of the storm
window. In addition, the corners of the prime window
casement (vertical and horizontal members which frame the
window opening) and between the casement and the storm
window frame shall be neatly sealed so that infiltration is
effectively blocked between the dead air space and the
adjacent wall cavity.
12. Inside Storm Windows Shall be Permanently Attached to the
prime window opening in a workmanlike manner. However,
magnetic attachment for non -glass glazed inside storm
windows is allowed with the following conditions:
(a) The magnetic holding force shall be at least 6.0 lbs
per linear feet around the window perimeter when such
force is applied perpendicular to the window surface.
(b) On prime windows which are not operable, permanent
attaching clips or other suitable fasteners shall be
installed to prevent movement and removal of the window
under normal conditions. The clips shall be able to be
removed or disengaged to allow for window cleaning and
maintenance.
(c) On windows greater than 12 sq. ft., clips or similar
positioning devices shall be installed to prevent
movement of the window in any direction parallel to
glazing surface. These clips shall not prevent the
removal of the window.
Attachment 7, Page 31 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
13. Cleaning Instructions shall be permanently attached on each
inside storm window in a prominent location on the glazing
surface or frame. The instructions shall recommend a
suitable cleaning solvent and wiping cloth. Contractors
shall also supply sample cleaning solvent and wiping cloths
after completion of the installation.
In addition, the label shall provide information regarding
where repair service and additional cleaning supplies are
available.
I. Multi Glazing
1. Sealed, Insulating Glass shall be certified under a
SIGMA approved program as, at least, Class B. This
certification means the manufacturer is participating in a
continuing quality assurance program which requires
compliance with ASTM E- 774 -81. Units which are certified
are marked by the manufacturer either on the inside of the
spacer piece located between the two panes of glass, on the
glass itself or on a nonremovable label. It indicates the
certifying agency (e.g. ALI or IGCC) and the class or
classes which the unit meets.
Replacement window units which use the above SIGMA
certified sealed insulating glass and meet the applicable
window standard contained in Appendix A are automatically
acceptable; otherwise, samples of windows shall be
submitted to the Utility for examination and written
approval prior to installation.
2. Multi- Glazing Shall Not be Installed where sash material
has deteriorated or does not possess adequate strength,
support, or anchorage for the double panes. Sources of
water penetration through the prime sash or prime framing
must be located and corrected before installing
multi- glazing. Structural repairs or replacements must be
accomplished prior to window weatherization and are the
responsibility of the Consumer. However, as noted in
Section E.2.d., above, complete sash replacement is
acceptable when determined to be appropriate by the Utility.
Attachment 7, Page 32 of 56
Zero Interest Loan
Weatherization Program II
Contract Ho. DE- MS79 -818P
Energy Conservation Agreement
5/14/82
3. Maximum Allowable Areas which can be covered by a
particular thickness of glazing material shall be as
follows:
Single strength glass 16 sq. ft.
Double strength glass 30 sq. ft.
(Based on an average wind pressure of 18 psf, window height
above ground less than 30 ft., float type glass, and
factory fabricated double glazing.) However, where
conditions exceed these values, the maximum allowable area
shall be lowered according to the provisions of AMA 302.9.
4. Installers shall insure that double glazed units are
constructed to the proper size and type for the opening and
shall include tolerances and provisions for
"out -of- squareness" of the existing frame opening.
5. Sealed Units shall be free of condensation, fogging, or
staining, and the materials and installation procedures
employed shall ensure that the integrity of the
multi- glazed seals is maintained.
6. A Thermal Barrier shall be installed between the
multi- glazed unit and the perimeter surfaces of any metal
retaining frame. If the window is not constructed with a
sealed glass unit, then a thermal barrier shall be
installed between the two layers of glass.
7. Glazing Compounds and Gaskets shall be installed with a
slope so as to ensure rainwater run -off. Such compounds
shall not contact the seal of the multi glazed unit or the
material shall be shown to be chemically compatible with
the seal of the multi- glazed unit.
8. When Installed, all clearances and normal "bite"
(containment of the glass) shall remain as specified by the
manufacturer.
9. Edges of Multi Glazed units shall have no edge damage, no
hairline cracks at the periphery, and no holes in the edge
sealants. Materials damaged in shipment or installation
shall not be used.
10. Innovative Methods for affixing an additional sheet of
glazing onto an existing window or sash shall be
subject to sample inspection and acceptance before written
approval may be granted by the Utility. Double faced
adhesive tapes, caulking, or sealant materials are not
considered acceptable methods for affixing added glazing to
prime Lites or their frames.
11. Screens shall be provided with all operable complete window
replacements. Screens shall also be provided with sash
replacements when existing screens are rendered inoperable
by the replacement sashes.
J. Skylights
Attachment 7, Page 33 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -8113P
Energy Conservation Agreement
5/14/82
1. Existing single glazed or damaged skylights shall be
replaced with multiple glazed skylights which meet the
requirements of the Uniform Building Code, when determined
to be appropriate by the Utility.
2. Alternatively, Existing Skylights May be Modified by adding
glazing, inside or out, as appropriate. These skylight
modifications shall meet the requirements of the Uniform
Bui 1 di ng Code.
109. STORM DOOR SPECIFICATIONS
A. Definitions:
Prime Door. The original door to which a storm door is to be
added to provide greater thermal resistance.
B. Materials Requirements
1. Storm Doors May be of Either Wood or Aluminum Finish and
s h a l l i nc1 u d e remova61 a or g e l stori to s and
screen(s). Doors which meet the applicable specifications
in Section 116, Appendix A (Tables 1 and 2) and are
constructed using either continuous piano -type hinge,
stainless steel hinges or aluminum hinges with a thickness
not less than .080 inch (and with nylon or similar type
material bearings) shall be automatically acceptable,
otherwise samples shall be submitted to the Utility for
examination and written approval prior to installation and
will require that each manufacturer have independent test
data (from a mutually acceptable laboratory) indicating a
specific infiltration performance capability. Doors shall
have an air infiltration rate of no more than 5.0 cubic
Attachment 7, Page 34 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -810
Energy Conservation Agreement
5/14/82
feet per minute per square foot of rough open area at a
static pressure of 1.56 pounds per square foot.
2. In Addition, Aluminum Doors Which are not automatically
acceptable shall meet the following minimum structural
requirements. Aluminum storm door frames (stiles and
rails) shall not be less than 1 -inch thick by 2 inches wide
with a minimum wall thickness of not less than
.050 inches. Z -bar construction shall have a wall
thickness of no less than .040 inch. Kick panels shall be
at least 13 inches high with a thickness no less than
.032 inch. The door shall be so assembled that damaged
components (especially screens or movable windows) can be
readily repaired or replaced, using commonly available hand
tools. These structural requirements are waived for AAMA
certified doors. Doors shall be constructed with
weatherstripping all around between the jamb and storm door
as well as a "sweep" at the bottom.
3. Note: The Utility reserves the right to identify and
refuse any storm door, at any time it deems the door not
satisfactory for the life expectancy requirements of this
Program. See Section 116 Appendix A (Table 2) for
specifications.
4. Quality and Strength of assembled components shall meet
requirements of Chapter 54 of the Uniform Building Code for
human impact and use.
5. Glazed Components Shall be of Tempered or Safety Glass or,
when approved in writing by the Utility, of other rigid
material of equal strength, clarity, high resistance to
ultra violet degradation, and of high tolerance to abrasive
scratching. All lites shall meet Federal Quality Control
Specifications DD- G -451D and DD- G- 1403B. Jalousie type
glazing is not acceptable.
6. A Vertical or a Horizontal Moving, Glazed, Sash Frame shall
be contained by the frame of the storm door in snug,
weather -tight channels. Meeting rails, top /bottom rails,
and side rails of this frame shall be weatherstripped with
full pile or otherwise physically connected so as to
provide a weather -tight seal.
7. Nan- Standard Doors. Upon a Consumer's specific request,
aesthetic and special treatments will be accepted on an
r
Attachment 7, Page 35 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
individual installation basis (i.e., full -view
fixed glazing, ornamental treatments with fixed glazing,
etc.). Such special features and resulting additional
costs shall be identified separately to the Consumer, and
shall not be part of this Program.
8. Operating Sashes Shall not be Operable or Removable from
outside when in the closed position. Sashes shall have
self activating locks or latches, or other hardware,
designed to hold the sash secure and level in ventilating
positions.
9. When a Glazed Sash is Allowed to "Free Fall" the maximum
distance provided by latch positions, it shall
automatically stop in the next -lower latch position.
Latches shall be of material of sufficient quality and
strength to prevent latch breakage or failure throughout
the life requirement of the door.
10. Attached Hardware, screws, rivets, or other fasteners shall
be compatible to the materials with which they are used,
shall not be vulnerable to galvanic or weather corrosion,
and shall have the strength and durability for a normal
life expectancy equal to that of the storm door. Automatic
closures, storm chains, and latches are required. Security
locks are optional.
11. Construction, Hinging, and Installation shall be of
strength and durability to withstand, under normal wear and
tear, breakage, sagging, or deflection which would impair
its normal closure or impede the normal sliding, removal,
or insertion of screened or glazed sashes, for the useful
life expectancy of the storm door and prime members to
which it is attached.
12. The Contractor Shall Ensure that the storm door is
constructed and installed to the correct size and type for
the opening, and shall include tolerances and provisions
for "out -of- squareness" of the existing frame opening.
13. Prime Door Framing Shall be Free of Decay and structually
sound, for anchorage to the storm door frame. Structural
deficiencies shall be corrected by the Consumer before the
storm door is installed.
C. Installation Requirements
Attachment 7, Page 36 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
14. Protrusions on the Prime Door Frame, which would interfere
with proper installation of the storm door, shall be
removed prior to weatherization.
15. Any Bare Wood, whether exposed or added, shall be treated
with a sealer to prevent future swelling or warping.
Consumers shall be advised that color matched painting must
be accomplished! separately from this Program.
1. The Contractor Shall Ensure that the storm doors operate
freely and ao not bind in fhe openings, and that no gaps or
openings exist around the perimeter which will negate the
weather barrier integrity of the storm door. The bottom
expander (sweep) shall be permanently attached and adjusted
to contact the door sill to ensure weather tightness and
proper operation. A threshold extension or additional
threshold shall be installed where necessary. Required
closer and chain assemblies shall operate properly. The
door handles and latch or lock assemblies shall secure and
latch properly. The storm door hardware shall not
interfere with the operation of the Prime Door.
2. Doors Damaged in Shipment or in Installation shall not be
used.
3. The Final Step of the installation process shall be the
cleaning of the storm door lites inside and out. This
requirement is waived if weather conditions make cleaning
unfeasible or with the approval of the Consumer.
110. SLIDING AND FRENCH (ATRIUM) DOOR SPECIFICATIONS
A. Definitions
Prime Door The original door to which a storm door or
mul ti pane unit is added to provide greater thermal resistance.
Lite Also known as pane. The glazed parts of the frame.
B. Insert Requirements
1. Double Glazed Insert Kits, Framed Double Glazed
Replacements, or a fotal Replacement with a New Double
d Door Assemb� y are al automatically acceptable if
Attachment 7, Page 37 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
E /1rgy Conservation Agreement
their sealed insulating glass units are certified under the
SIGMA program (ASTM E- 774 -81 Class B standards) and meet
the applicable sliding door standard contained in
Appendix A. Units which have certified glazing but do not
meet the applicable door standard may be approved by the
Utility in writing prior to use. Single glazed Add -On
Secondary Doors are also acceptable. Appropriate
performance test reports may be required from an
independent test laboratory.
2. Doors certified under A144A are automatically acceptable
under this Program. km-certified doors must be approved
by the Utility in writing prior to installation and will
require that each manufacturer have independent test data
replacements, when existing screens are rendered inoperable
(from a mutually acceptable laboratory) indicating a
specific infiltration capability. (Doors shall have an
infiltration rate no greater than 1.0 cubic feet per minute
per square foot of overall frame dimension.)
3. Double Glazed Insert Kits, when installed for
weatnerization, snail require a solid -metal roller system
replacement for any existing plastic rollers or for
deteriorating metal rollers. Either tandem rollers or
stainless steel track covers shall be required under
sliding, double glazed Lites over 3 feet wide. Regardless
of slider width, a deteriorated track system shall be
replaced or retrofitted with track covers.
4. Glazing Shall be Restricted to Glass unless otherwise
specified the Utility in writing. The thickness,
strength, and quality of glass and glazing shall meet with
the requirements of Chapter 54 of the Uniform Building Code
and CPSC 1201. All Lites shall be of distortion -free, good
quality glazing, and shall meet Federal Quality Control
Specifications DD- G -451D and DD- G- 1403B.
5. Weatherstri aping_ to replace worn or damaged
weatherstripping or sealants on the prime assembly shall be
required when it is weatherized. This includes replacement
of the meeting rail weatherstripping. All materials used
shall be compatible to the manufacturer's slide system and
be a permanent repair or replacement.
6. Screens Shall be Provided with all complete door assembly
replacements. Screens shall also be provided with double
glazed insert kits or framed double glazed door by the
insert.
C. Storm Door Requirements
Attachment 7, Page 38 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5 /14/82
1. Framing and Sliding Members Shall be Wood, Aluminum, or
Other Materials as approved in writing by the Utility.
Retrofit systems shall have the durability to provide a
maintenance -free installation, under normal wear and tear,
following weatherization. They shall be completely
weatherstripped and be capable of trouble free service over
its expected life.
2. Screens Shall be Provided with all new storm door systems,
unless serviceable screens are already in place on existing
doors which will remain fully operable and are easily
removable following installation of the storm door.
3. Prime Opening Members Shall be Free of Decay and
structurally sound provide ancnorage ana support for the
existing (or added) slider. Any deficiencies shall be
corrected separately from thi s Program by the Consumer
before the affected weatherization Measure is installed.
4. Any Bare Wood, whether exposed or added, shall be treated
vrn a sealer to prevent future swelling or warping.
Consumers shall be advised that color matched painting must
be arranged separately from this Program.
5. Gaps and Cracks exposed to the elements shall be caulked on
both existing and added framing members.
6. Weatherstripping shall be required to replace worn or
damaged weatherstripping or sealants on the prime assembly
when it is weatherized. This includes replacement of the
meeting rail weatherstripping. All materials used shall be
compatible to the manufacturer's slide system and be a
permanent repair or replacement.
D. Final Inspection
1. Upon Installation Completion, units shall operate smoothly
and properly. Hardware shall be durable, function
properly, and not create interference. When closed, the
entire assembly shall provide
the entire prime opening.
2. Materials Damaged in Shipment or During Installation shall
not be used.
3. The Final Step of the Installation process shall be the
cleaning of door Lites inside and out. This requirement is
waived if weather conditions make cleaning unfeasible or
with the approval of the Consumer.
111. INSULATED ENTRANCE DOORS SPECIFICATIONS
A. Installation Criteria
1. Damaged or Otherwise Unserviceable Prime Entrance Doors may
be replaced with insulated core doors under this Program at
the request of the Consumer, provided the Utility
determines such replacement to be appropriate. Such doors
shall be installed in lieu of storm doors for a given
opening. Installers shall separately identify costs of a
standard flush door and extra cost features (i.e.,
decorative panels, etc.). Any Consumer- requested Lites
shall be double glazed and no more than 1U percent of the
door area in order for the door to be covered by the
Program.
B. Materials Requirements
Attachment 7, Page 39 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE-M S79 -81BP
Energy Conservation Agreement
5/14/82
a complete weather barrier to
1. Replacement Doors Shall Have a Minimum Thermal Rating of
K
2. Glazed Components Shall be of Glass. All panes shall meet
the latest revision of Federal Specifications DD -G -451 and
DD-G-1403.
3. Insulated Replacement Doors are Automatically Acceptable if
they are certified by the manufacturer as meeting the
requirements of the ISDSI Standards listed in Appendix A
(Table 2). Noncertified doors must be approved by the
Utility in writing and will require the manufacturer's
independent test data (from a mutually acceptable
laboratory) regarding the door's infiltration performance.
The Utility may require data indicating conformance to
other applicable standards. (Doors shall have an air
infiltration rate of no more than 0.5 cubic feet per minute
for each linear foot of crack at a static pressure of
1.56 pounds per square foot.)
4. Attached Hardware, screws, rivets or other fasteners shall
be compatible to the materials with which they are used and
shall be protected from galvanic or weather caused
corrosion.
C. Installation Requirements
1. Existing Lock(s), if serviceable, shall be removed from the
existing entrance door(s) and placed on the insulated
door(s). If existing lock(s) are unserviceable, they shall
be replaced in kind or with equivalent quality locks,
keyedfor the original keys (unless the Consumer requests
otherwise). Any incremental increase in costs resulting
from a Consumer request for improved lock quality shall be
itemized separately, and paid for by the Consumer.
2. Replacement Doors may be Either Complete Prehung Units or
Door Replacement Onl depending on the structural strength
ani suitability o to existing door casing.
3. New prime doors shall operate freely and not bind, and no
gaps or openings shall exist around the perimeter which
might negate the weather tight integrity of the door. Door
hardware and lock assemblies shall properly function.
112. WEATHERSTRIPPING SPECIFICATIONS
Attachment 7, Page 40 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
A. Weatherstripping shall be with materials appropriate for the
application and expected life noted in Section 103A.
B. Weatherstripping of Prime Doors (including doors into garages),
and the repair or replacement of thresholds worn to
ineffectiveness shall be installed when determined to be
appropriate by the Utility.
C. Door Weatherstripping shall be of the following types:
1. Hollow, cold weather, vinyl tube type which is affixed to a
prepunched aluminum flange or extrusion.
2. Spring bronze cushion weatherstrip.
3. Three -M brand nylon "V" strip, or
1
Attachment 7, Page 41 of 66
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
4. Interlocking metal weatherstrip
Other types of weatherstrip material shall be submitted to the
Utility for examination and written approval prior to use.
D. Door Bottom Weatherstripping shall be of the type in which an
aluminum shoe with a vinyl or neoprene gasket insert is
attached to the bottom, or recessed into the bottom, of the
prime door. An automatically retractable door bottom closure
is an acceptable alternative. Front door applications of
automatically retractable closures shall be concealed, mortise
type with a neoprene sealer. The surface mounted type of
automatically retractable closure, with a vinyl sealer, is
acceptable for other doors. Installation of automatically
retractable closure shall include the installation of the
companion striker plate.
E. Threshold Replacement, or repair, shall be necessary only when
wear or other damage makes door bottom weatherstripping
ineffective. Replacement may be of wood, aluminum, or vinyl
tube (for insert thresholds).
Attic and crawl space access hatches (or the opening itself)
shall also be weatherstripped with appropriate materials (such
as self- adhesive foam), if they open to a conditioned space.
113. CAULKING SPECIFICATIONS
A. Caulking Shall be AQplied Where Determined to be Appropriate by
the Utility.
B. Caulking Shall be Silicone Rubber Polyurethane, Polysulfide,
or Acrylic ierpolymer conforming to Federal Specifications
noted in Appendix A (Table 1), or material demonstrating
equivalent performance in resiliency and durability.
C. Cracks Greater Than 3/8 -inch Shall be Repaired by filling with
a suitable material prior to caulking. Suitable materials
include closed -cell polyethylene rod (e.g., that manufactured
by Hercules, Inc. of Middletown, Delaware), treated natural
fiber twine, synthetic twine, or equivalent materials. Cracks
of less than 3/8 -inch shall be caulked. Caulking shall be
limited to those cracks associated with heated spaces.
114. CLOCK THERMOSTAT SPECIFICATIONS
Attachment 7, Page 42 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -818P
Energy Conservation Agreement
5/14/82
A. Clock Thermostats Shall be Installed when determined to be
appropriate by the Utility. they shall be of either
"low voltage" or 'line- voltage" types, whichever is appropriate
for the application and shall meet the requirements of NEMA
DC 3 -1978 or DC 15 -1972, respectively.
B. The Clock Shall be Easily Programmable by the Consumer and
shall be at least a 24 -hour type. Seven day clocks are
preferred. In addition, the thermostat shall allow for up to
two separate set -back periods per day (i.e., day as well as
night set-back). Where central air conditioning is present, the
thermostat shall allow for summer "set -up" as well as winter
"set -back" control.
C. The Thermostat Shall have Independent Adjustment capability for
the A set -up and `set- back`` temperatures.
D. Thermostats Shall be Installed in Compliance with Local Codes
and the manufacturer's instructions by qualified personnel.
E. Thermostats used with heat pumps shall be capable of inhibiting
electric resistance elements during normal temperature pick -up
periods.
F. The Installer Shall Provide Instruction Materials to the
Consumer and explain the clock thermostat's operation and
method of adjustment to one or more members of the household.
115. DEHUMIDIFIER SPECIFICATIONS
A. Dehumidifiers Shall be Installed only in those cases where
actual high moisture conditions exist in a home. Consumers
shall be advised, where appropriate, that it may be less
expensive to install exhaust fans in high moisture areas (i.e.,
bathrooms and kitchens) than to install a dehumidier.
B. Where High Moisture Conditions Appear After Installation of the
weatherization measures, the Consumer may reapply to the
Utility for installation of a dehumidifier. If determined to
be necessary, it will be handled as an addition to the existing
agreement.
C. The Dehumidifier Shall be Certified by the Association of Home
Appliance Manufacturers (AHAM) specificaton DH -l.
D. Dehumidifiers Shall be Sized according to the general
guidelines below, and shall include a humidistat to
automatically maintain the desired humidity level.
Dehumidifier capacity shall be determined by the rated capacity
test contained in AHAM specification DH -1.
Floor Area of House
(sq. ft.)
Up to 1000 25
1000 2000 3U
2000 3000 35
116. APPENDIX A REFERENCED SPECIFICATIONS
A. The following specifications describe the minimum performance
requirements for materials used in this program. In many cases
they will be referenced on product packaging or descriptive
literature. These referenced specifications or subsequent
revisions shall be used to resolve disputes involving product
quality.
B. Federal Material Specifications and Standards
TABLE 1
Attachment 7, Page 43 of 56
Zero Interest Loan
Weatherization Program II
Contract No. OE- MS79 -81BP
Energy Conservation Agreement
5/14/82
Dehumidifer Capacity
(Pints /24 hours)
Appl icabl e
Subject Federal Specification
Mineral Fiber
Blankets /Batts Hh- I -521F
Mineral Fiber Loose -Fill HH- I -103UB
Cellulose Loose-Fill HH -I -5151)
Perlite HH -I -5746
Vermiculite HH -1 -585(,
Polystyrene Board hH -I -5241,
Polyurethane and
Polyisocyanurate Board HH- 1 -53UA
Attachment 7, Page 44 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy 2 Conservation Agreement
Insulation Blocks, Boards
Blankets, Felts, Sleeving
and Pipe Fitting Covering HH- I -558B
Silicone Rubber Caulking TT- S- 001543A
Caulking, single component:
polysulfide or polyurethane TT- S- 00230C
Caulking, single component:
acrylic terpolymer TT -S -00 2301.
Cellulose Insulation CPSC Part 1209
Cellulose Insulation Labeling
Requirements CPSC Part 1404
Safety Specification for
Architectural Glazing
Material s CPSC Part 1201
Glass Float or Plate,
Sheet, Figured (flat, for
glazing, mirrors or other uses) DD- G -451D
Glass, Plate (float), Sheet,
Figured, and Spandrel (heat
strengthened and fully tempered) DD-G-14038
C. Miscellaneous Equipment and Material Specifications
TABLE 2
Applicable
Subject Federal Specification
Aluminum Combination Storm
Windows for External Appplication
ANSI /AAMA
1002.10 -1980
Aluminum Windows ANSI /AAMA302.9 -1977
Wood Windows ANSI /NWMA I.S. 2 -80
Rigid Pol yvi nyl chl on de
Profile Extrusions
Aluminum Sliding Glass Doors
Aluminum Storm Doors
Ponderosa Pine Doors
Douglas Fir, Western Hemlock,
and Sitka Spruce Doors and Blinds
Sealed, Insulating Glass Units
Hardness of Plastics and Electrical
Insul ati ng Material s
Electrodeposited Coatings of Zinc on Iron
and Steel
Electrodeposited Coatings of Cadmium on
Steel
Haze and Luminous Transmittance of
Transparent Plastics
Dew /Frost Point of Sealed
Insulting Glass Units in
Vertical Postion, Test Method 4
Surface Burning Characteristics
of Building Materials
Moisture Absorption of Building Materials
Water Vapor Transmission of Thick
Materials
Low Voltage Room Thermostats
Residential Controls: Line
Voltage Room Thermostats
Dimensional Standard for Insulated
Steel Door Systems
Attachment 7, Page 45 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE-M S79 -813P
Energy Conservation Agreement
5/14/82
NBS/PS 26 -70
ANSI /AAMA
402.9 -1 977
ANSI /AAMA 1102.7 -1977
ANSI /NWMA I.S. 5 -73
FHDA 7 -79
Section 3
ASTM E- 774 -81
ASTM D- 785 -76
ASTM B- 633 -78
ASTM A- 165 -80
ASTM D- 1003 -77
ASTM E- 576 -76
ASTM E -84 -79
ASTM C- 272 -53
ASTM C- 355 -73
NEMA DC 3 -1978
NEMA DC 15 -1972
ISDSI 100 -79
Air Infiltration Standard for
Insulated Steel Door Systems
Installation Standard for Insulated
Steel Door Systems
Water Resistance Standard for
Insulted Steel Door Systems
Mechanical Performance Standard
for Insulated Steel Door Systems
Finish Performance Standard for
Insulated Steel Door Systems
Dehumidifiers
AHAM 1980 Directory of
Certified Dehumidifiers
117. APPENDIX B REFERENCED ORGANIZATIONS
Attachment 7, Page 46 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
ISDSI -101
ISDSI -102
ISDSI -104
ISDSI -105
ISDSI -106
AHAM DH -1 /ANSI
8149.1 -1972
Ldition No. 1
January 1980 or
latest revision
A. AAMA Architectural Aluminum Manufacturers Association;
35 East Wacker Drive; Chicago, Illinois 60601; (312) 782 -8256.
B. AHAM Association of Home Appliance Manufacturers; 20 North
Wacker Drive; Chicago, Illinois 60606; (312) 984 -5800.
C. ANSI American National Standards Institute; 1430 Broadway;
New York, New York 10018; (212) 354 -3300.
D. ASHRAE American Society of Heating, Refrigeration and
Airconditioning Engineers; 345 E. 45th Street; New York, New
York 10017; (212) 644-7940.
E. ASTM American Society for Testing and Materials; 1916 Race
Street; Philadelphia, Pennsylvania 19103; (215) 299 -540U.
F. CPSC U. S. Consumer Product Safety Commission;
1111 18th Street, NW.; Washington, D.G. 20207.
G. FHDA Fir and Hemlock Door Association; Yeon Building,
Portland, Oregon 97204; (503) 224 -3930.
Attachment 7, Page 47 of 5b
Zero Interest Loan
Weatherization Program II
Contract No. UE- MS79 -818P
Energy Conservation Agreement
5/14/82
H. FTC Federal Trade Commission; Pennsylvania Avenue at
6th Street NW.; Washington, D.C. 20580.
I. HVI Home Ventilating Institute; 4300 -L Lincoln Avenue;
Rolling Meadows, Illinois 60008; (312) 359 -8160.
J. IGCC Insulated Glass Certification Counci 1; Attn: Claude
Robb; Industrial Park; Courtland, New York 13045;
(607) 753 -6711.
K. ISDSI Insulated Steel Door Systems Institute; 1230 Keith
Building; Cleveland, Ohio 44115; (216) 241 -7333.
L. NEC National Electric Code; NFPA; 47U Atlantic Avenue;
Boston, Massachusetts 02210; (617) 482 -8755.
M. NEMA National Electrical Manufacturers Association;
2101 L. Street NW.; Washington, D.C. 20037.
N. NFPA National Fire Protection Association: 47U Atlantic
Avenue; Boston, Massachusetts 02210; (617) 482 -8755.
0. NWMA National Woodwork Manufacturers Association; 205 West
Touhy Avenue; Park Ridge, Illinois 60068; (312) 823 -6747.
P. RCS Residential Conservation Service (Program of the U.S.
Department of Energy).
Q. SIGMA Sealed Insulated Glass Manufacturers Association;
111 East Wacker Drive; Chicago, Illinois 60601; (312) 644 -6610.
R. UBC Uniform Building Code; International Conference of
Building Officials; S360 South Workman Mill Road; Whittier,
California 90601; (213) 699 -0541.
S. UL Underwriters Laboratory; 333 Pfinsten Road; Northbrook,
Illinois 60062; (312) 272 -8800.
T. USDOE United States Department of Energy; Washington, D.C.
20585; (20 2) 252-5000
118. APPENDIX C GLOSSARY
Air to Air Heat Exchanger A mechanical ventilation system which
preheats cold incoming air by transferring to it heat from the warm
Attachment 7, Page 48 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE -MS79 -81BP
Energy Conservation Agreement
5/14/82
outgoing air. Used to maintain the energy efficiency of a structure
while exhausting indoor air.
Air Turbine Attic ventilator with attached blades which allows
prevailing winds to spin turbine, which increases the volume of air
removed from attic space.
Attic Exhaust Fan A ventilating device connecting the attic space to
the residence's conditioned space that ventilates by drawing cool outside
air into the residence and exhausting warm inside air through attic
vents. Also known as a whole house fan.
Automatically Retractable Door Bottom Closure A form of
weatherstripping that is spring loaded so that it will seal between the
door and the floor or threshold when the door is closed, but will retract
as the door is opened to prevent its rubbing on the floor or carpet.
Batt /Blanket Insulation Flexible strips or rolls of pre formed
insulation, with or without a vapor barrier facing.
Loose -fill Insulation Loose -fill insulation loose-fill i n by special
pneumatic equipment.
Bottom Expander The bottom horizontal portion of a door frame used for
adjusting its overall height to fit an existing door jamb. A bottom
expander usually includes some type of weatherstripping.
Building Permit An authorization issued by county, city or state
ticia1s all owing a specific type of construction at a particular
location.
Caulking A compound used to provide an airtight seal at the points of
contact between different types of building materials, thereby preventing
infiltration and heat loss.
Cellulose Insulation An insulation material treated with flame
retardant and made trom used newsprint, paperboard stack, or virgin wood
fiber.
Clock Setback Thermostat A device regulating the demand on the heating
or cooling system by automatically switching from one temperature or
control level to another.
Cold Weather Vinyl (Weatherstripping) Vinyl which is designed to remain
pliable under cold weather conditions.
Attachment 7, Page 49 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
Conditioned Space The space within a building which is heated or cooled
by an active space heating system.
Coverage Label The label from a bag of loose -fill insulation describing
the size of area, depth, weight, and R -Value that the material will
provi de.
Crawl Space The space between the ground and the rest of the residence
in residences constructed without basements, or "slabs on grade."
Cross Ventilation Placement of vent openings so that air flows in one
vent, over the insulated space and out the other. Occurs naturally due
to wind or thermal convection.
Critical Radiant Flux A measure of the fire exposure behavior of
building and insulation materials. It is determined through a standard
ASTM test method and reported in watts per square centimeter.
Dehumidifier A mechanical device which removes moisture vapor from the
air.
Dormer A window set upright in a sloping roof; or, the roofed
projection in which this window is set.
Double Strength Glass Glass of higher physical strength, usually
1/8 inch in thickness.
Dry Rot A degradation of wood framing components caused by excessive
moi stu re.
Finish Materials A building material such as sheet rock or wood
paneling exposed to the living space and used to contain or hide
construction components.
Flame Resistant Permanency The property of a material to withstand fire
or give protection from it. It is characterized by the ability to
continue to perform a given structural function.
Flame Spread Rating Used to indicate the rate at which flame will
spread across the surface of a given material. The higher the number,
the faster the flame spread.
Flashing Sheet metal strips installed to prevent leakage over windows,
doors, etc., around chimneys and other roof details.
Attachment 7, Page 50 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -816P
Energy Conservation Agreement
5/14/82
Frost Line The maximum depth in the ground at which freezing will
typically occur in a given geographical area.
Furring Thin strips of board fastened to the wall to provide an air
space for insulation and support for wall materials (such as gypsum
board) to be installed over the insulation.
Gable Vents Vents located in the wall section of the attic at or near
the peak of roof.
Glazing Glass or other transparent material (such as vinyl) used in
windows and doors. Also, the act of fitting a window with glass or
similar material.
Ground Cover Vapor Barrier A polyethylene sheet or similar material
having low water vapor permeance overlaying the ground within a crawl
space.
Gypsum Board Rigid sheets of gypsum attached to the framing of a
building to provide a surface suitable for painting or other finishing.
(Note: Gypsum is a hydrated sulfate of calcium occurring naturally in
sedimentary rock.) Also referred to as sheetrock, dry wall, and
n gypboard".
Humidistat A device which measures the relative humidity present in the
air and controls the operation of a dehumidifier, similar to the way a
thermostat works to control temperature.
HVAC An abbreviation for heating, ventilating, and air conditioning.
Interlocking Metal Weatherstripping A two -piece unit comprised of a
metal strip and interlocking metal retainer which creates an interlocking
airtight seal when the door is closed.
Infiltration Uncontrolled inward air leakage through cracks or openings
in building elements, windows, and doors.
Insulated Door An exterior door containing some type of effective
insulation and designed specifically to reduce heat loss through
conduction.
Insulation A material which restricts heat transfer from a hot object
to a cold object.
Attachment 7, Page 51 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
Jalousie -Type Glazing A window consisting of several slats of glass
(similar to venetian blinds) which open simultaneously by means of a
crank.
Joists Closely- spaced parallel beams supporting a floor or ceiling.
Knee Wall A short wall between an attic floor and sloping roof.
Knob and Tube Wiring A wiring method using knobs and tubes for the
support of simple insulated conductors, concealed in walls and ceilings.
Line Voltage Service potential normally provided by the Utility (i.e,
120, 240 and 480 volts)
Lite The glazed parts of a window, also called the window pane.
Loose Fill Insulation Insulation material (cellulose, mineral wool,
vermiculite) manufactured in a loose form which is usually loose -fill
or poured into place.
Low Voltage Less than 50 volts. Low voltage is frequently used in
control signaling circuits, and landscape lighting.
Mechanical Ventilator A fan or other motor driven unit used for
ventilati
Multi- Glazing_ An arrangement of two or more layers of glass used to
reduce heat foss by providing one or more insulating air spaces between
them.
Meeting Rail The frame located on one edge of an openable glazed lite
or screen which forms the center rail of a window or door system.
Usually interlocks with a companion rail.
Mineral Fiber Thermal insulation material composed of mineral
substances such as slag, rock and glass.
Net Free Area The net area of unencumbered vent (i.e., the area without
screens or louvers) which provides free air access.
Passive Ventilation Natural ventilation (using no moving parts such as
tans, etc.) caused by temperature differences and convection.
Perimeter Insulation Insulation installed on the sidewalls of a crawl
space.
Attachment 7, Page 52 of 5b
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
Perlite A glassy volcanic rock which expands when heated. Processed
perlite is used as loose fill insulation material or bound into slabs.
Perm Rating The unit of measurement of permeance to water vapor. It is
equivalent to one grain of water vapor passing through a membrane one
square foot in area when the vapor pressure across the area is one inch
of mercury. The lower this number, the smaller the amount of water vapor
that can pass through the membrane.
Polyisocyanurate A closed cell polymer foam pale yellow in color,
containing refrigerant gases instead of air. Similar to polyurethane.
Polystyrene A closed cell polymer foam containing a mixture of air and
polymer gases. White or pale blue in color.
Polyurethane A closed cell polymer foam containing gases instead of air.
Poured Insulation Loose insulation installed by spreading over a
surtace.
Prehuni A window or door unit manufactured with the frame already
fitted.
Pressure/Friction Channels Spring- or tension loaded channels in the
moving parts of a window. Allows window openings to be variable without
latches or other supports.
Prime Window The original window to which a storm window or
multiglazing is added to provide greater thermal resistance.
Radon Radioactive gaseous element produced in the disintegration of
radium. Radon occurs naturally in soils in trace amounts.
R -Value Unit of resistance to heat flow, expressed as temperature
difference required to cause heat to flow through a unit area of a
building component or material at a rate of one heat unit per hour.
Recessed Fixture An electrical fixture (usually a light) mounted
recessed within a wall or ceiling.
Recess Soffit A ceiling soffit containing recessed fixtures. (See
soffit.)
Rock Wool Thermal insulation material composed of threads or filaments
of slag, produced by reprocessing the residual materials from metals
smelting.
Attachment 7, Page 53 of 56 t
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy 2 Conservation Agreement
Safety Glass Glass laminated with a plastic sheeting to prevent
shatteri ng.
Sashes The parts of a window, generally moveable, in which panes of
glass are set.
Sealed Insulating Glass A window unit with panes sealed together at the
factory. During the process the air between the panes is dried, so
condensation is prevented inside the unit. (Also known as multi glazing.)
Sealer (wood) A paint, lacquer, varnish, or similar material applied to
exposed or fresh -cut wood to prevent degradation.
Single Strength Glass Standard 1/16 -inch thick panes of glass.
Set Back Periods The period during which time controlled thermostats
reduce the demand on a heating or cooling system, by changing the
set -point temperatures.
Slab on Grade Housing construction type having a concrete slab poured
directly on the ground. The foundation extends below the frost line, and
the slab forms the base for the building floor.
Soffit The area between the end of the roof overhang and the edge of
the residence or more generally, the underside of any architectural
feature, usually not structural.
Soffit Vent An attic vent located in the soffit under the eaves of the
roof overhang.
Storm Window A unit consisting of glazing installed in a window opening
either inside or outside a prime window, creating an insulating air space
to reduce heat flow.
Sweep A vertical, flat, flexible weatherstripping attached to the base
of a door.
Tempered Glass Glass that has been treated so that when broken it forms
many bead -like pieces with no jagged edges.
Thermal Break or Barrier A non metallic material positioned between
metallic components of windows to prevent a direct path of heat loss
through thermal conduction.
Thermostat A device for automatically controlling a heating or cooling
system through regulation of interior air temperature.
Thermal Conductance See U- Value.
Attachment 7, Page 54 of 56
Zero Interest Loan
Weatherization Program II
Contract No. UE- M579-81bP
Energy Conservation Agreement
5/14/82
Threshold A piece of wood, stone, metal, etc., placed on the doorsill,
or part stepped over when passing through the door.
Unconditioned Space Space within a building which is not heated or
cooled by an active system; or, the outside.
U -Value Measurement of the thermal conductive capacity of a material.
It is the reciprocal of the R- Value. The amount of heat flow in Btu's
per hour per square foot per degree fahrenheit temperature difference on
either side of a body.
Vapor Barrier A film, laminated duplex paper, aluminum foil, paint
coating or other material which restricts the movement of water vapor
from an area of high vapor pressure to one of lower pressure. Material
with a perm rating of 1.0 or less is normally considered as vapor barrier.
Ventilation Baffling Rigid material installed at ventilation points or
recessed fixtures in the attic to keep loose insulating materials from
blocking or sloughing into the area.
Vermiculite An expanded mineral insulation consisting of a mica -like
substance which expands when heated. The resulting granules are
generally used as loose -fill insulation.
Water Pipe Heaters Electric resistance wire encased in plastic which
can be wrapped around water pipes in unconditioned spaces to prevent
freezing.
Wind Loads The pressure exerted on windows and other large areas from
the force of the wind.
Weatherstripping Material such as vinyl, foam, or metal strips
installed to prevent air infiltration through cracks around moveable
portions of windows and doors.
Whole House Plenum An enclosed (non ventilated) and insulated crawl
space used as a return or supply duct for a forced air heating /cooling
system.
100. TABLE OF CONTENTS
Section
101
102
103
104
105
106
107
101. SCOPE
102. DEFINITIONS
Bonneville
Utility
103. GENERAL PROVISIONS
BONNEVILLE /UTILITY
SPECIFICATION
Title
SCOPE
DEFINITIONS
GENERAL PROVISIONS
REFERENCED SPECIFICATIONS
SPECIFIC REQUIREMENTS
INSTALLATION INSTRUCTIONS
PACKAGING REQUIREMENTS
This specification covers the technical requirements for
anti infiltration gaskets suitable for use on a variety of
different types of wall receptacles. These gaskets shall be
fabricated of resilient foam material with holes prepunched in
locations corresponding to the standard dimensions of electrical
switches and outlets.
Bonneville Power Administration
Attachment 7, Page 55 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -81BP
Energy Conservation Agreement
5/14/82
Page
1
1
1
2
2
2
2
An electric utility which sells electric power to
consumers in the region and which has executed an
Energy Conservation Agreement with Bonneville and is
participating in the Home Energy Efficiency Program
covered by that agreement.
A. The gaskets supplied shall be of new materials, complete and
suitable for the purpose specified.
B. The gaskets supplied shall be used to form a tight seal between
wall electrical boxes and their covers so as to reduce air
i nfil tration through those openings.
104. REFERENCED SPECIFICATIONS
TESTS FOR FLAMMABILITY OF PLASTIC MATLRIALS
105. SPECIFIC REQUIREMENTS
A. The gaskets supplied shall be fabricated of foam sheet material
with closed cells on at least one face. The gaskets or the
material from which they are fabricated shall be tested for
fire retardancy and Underwriters Laboratories Listed.
B. Gaskets shall be supplied which are precut and fully compatible
with at least the following electrical device types:
(1) single switch; and (2) single receptacle.
C. Quantities of each type to be furnished will be specified in
the bid schedule.
106. INSTALLATION INSTRUCTIONS
A. The vendor shall furnish instruction materials in bulk
quantities specified in the bid schedule. Instructions should
include promotional data explaining potential savings possible
from gasket installation and safety precautions regarding
de- energizing circuits prior to installation. Instructions
shall also include information on the methods to be used to
fabricate other cover configurations such as double switch,
double receptacle, etc.
107. PACKAGING REQUIREMENTS
A. Gaskets shall be furnished in cartons, separated by type so
that individual home needs can be conveniently withdrawn by
utility personnel.
(WP- PCI- 1213c)
Attachment 7, Page 56 of 56
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -816P
Ener 8 Conservation Agreement
UL 94
(WP- PCI- 1213c)
Reimbursement
Attachment 8, Page 1 of 1
Zero Interest Loan
Weatherization Program II
Contract No. DE-MS79 -blbP
Energy Conservation Agreement
5/14/82
1. Utility Administrative Costs. Bonneville shall pay the
Utility $160 tor the Utility's costs incurred in administering
the provisions of this Program Exhibit, exclusive of
advertising and Energy Analyst and Inspector training costs,
upon the Utility's certification that any of the Measures 1,
2, or 3 of section B of Attachment 1 or either of Measures 1
or 2 of section C of Attachment 1 have been installed in a
Residence pursuant to Attachment 1 and meet or exceed the
specifications in Attachment 7 (Completed Job). Only one
administrative cost payment shall be made for each Residence
under this Program.
2. Advertising. Bonneville shall pay the Utility for advertising
costs incurred in the Program up to $10.00 per Completed Job.
Bonneville shall pay only for Program- specific advertising
under this Program.
3. Training. Bonneville shall pay the Utility, in accordance
with the Training section of the Energy Conservation
Agreement, the actual training costs, not to exceed $100 per
day and not to exceed a total of $1000, for each Energy
Analyst or Inspector trained in accordance with Attachment 4,
upon certification to Bonneville that the Energy Analyst or
Inspector has successfully completed the appropriate
examination specified in Attachment 4. Bonneville shall pay
no more than $1000 for the training costs of any Energy
Analyst or Inspector who receives training pursuant to the
provisions of this Program.
Thrs report is a°lh0,12ed ey Ine Pectic
N0,thatesl Electnt Power Plann■rg and
Conservation Act For tonl■aentiet boat
menl of dada Sae Pr.vacy Act statement
Ul• 01 beta for re U mandatory
IDENTIFICATION
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Contract 14o. D! MS79 b1bP
.nergy Conservation Agreement
5 /14 /b2
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Default Procedures
Attachment 9, Page 2 of 4
Zero Interest Loan
Weatherization Program II
Contract No. DE- 1v1S79 -81 BP
Energy Conservation Agreement
5/14/82
Defaults occurring during the reporting period must be documented in an
attached memorandum. (The default memorandum must include data of default;
Homeowner's name, address, and account number; amount of default; description
of Measures financed with the Loan; reason for nonpayment; and Utility action
taken to collect.)
A detailed list of the Residences and copies of all supporting payment and
related documents for each job comprising this bill are maintained at
Bonneville's accounting offices.
1 n.. zed 011 r.
tim, "..e,r e,i rn s a., A
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I f• n n e l l 0/y
1 IDENTIFICATION
1•c Name GF V) /L /Ty
!I LOAN /NF0,/ /O
A a G. 0 E.
LINE CUSTOMt'R mccooNT NurneE� PAre O. t RMOUN7's ec /V,`
HOMEOWNER N14/7E /q NO gODRESS Lorar/ Q�£ LOA WS Covr44c,7tD
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ZERO INTEREST LOAN WEATHERIZATION PROGRAM
TOTAL LOpNJ AND aPA F /Nq.VCED /../e Z.4r /ON MEAOJV tS
/Y. Co"Pzerro 6y CoNT,PACTO1e, /NSPecred By vT /L /T/ A.4 CuSTO.«t-i� Ave
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SCHEDULE Al_A
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Attachment 9, Page 1 of 4
Lero Interest Loan
Weatherization Program II
Con tract ho. DE- MS79 -blbP
Energy Lonservation Agreement
5/14/82
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I IDENTIFICATION
1 -u11 N.me or U)/L/i
U S OEPARTMENr OF ENERGY RONNE VII LE POWER AOMINIST RATION
ZERO INTEREST LOAN WEATHERIZATION PROGRAM it
LOAN COLLECT .1° DNS Gon rCA[ N ✓M S c
[D IMIs1 rigli 18I T I 1
SCHEDULE AI -B
XI LOAN COLLECTION /,yj4RP11177ON
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COS rom E2 ,cco0N ,u o,TL t
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Attachment 9, Page 4 ut 4
hero Interest loan
Weathen zation Program I1
Contract Nu. b -MS79 -b1bP
knergy Lonservation Agreessent
b /14/b2
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FROM 7.6,R0 I`
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I L TOTAL OF AIL DOL [ARS RECE/VED Dy THe U T /uTy FOR PRy, EN7J ON Lows
-enter here and scfede. /e A /,L,ne 138
en*, x if CutTPAWAz rs orber rid.% a nereiv T ,erson e., d CO4Ortaticn, f•Ru.s otrsociatro., I ciaRY,eASA.,4 etc)
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Attachment 10, Page 1 of 1
Zero Interest Loan
Weatherization Program II
Contract No. DE- MS79 -8113P
Energy Conservation Agreement
5/14/82
Bonneville Supplied Forms
BPA Form 1418 -F, Schedules Al, Al -A, and Al -B
BPA Form 1418 -G, (Cost Effectiveness Calculation)
Installer's Agreement for the Zero Interest Loan Weatherization Program
Weatherization Loan and Limited Warranty Agreement
Mortgage Agreement
Notice of Rescission
(WP -PCI -1213c