Loading...
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 CONTRACTOR INFORMATION iorflociva two It PROJECT INFORMATION we WINCE ADDRESS ,.o O ...S NGE ►wF Y REPORTED? YES O ri RECOMME MEASURES 111h wlEASURE Nato *vat" WOW Cam ua DEPPO w1 UTILITY AE SIOENT1AL "nTIFK+ No. o� 10611,151T A� gf1E Nn vow a° PROJECT W PERIOD eM axn► t# 4 co oar ..r OF RESIDENCE: Vett WOO rmixt tOWINC V. ViSTALit coc. C O WS IONE PREF COWTOPCi MOW, vret 0 v[s 0 r► coos DEREDDMIE CPA C;a+ on �Tp�t1T1 WO OP tPOS wo O MO 0 O j E AbURE OF 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 Page 2 of 64 Energy Conservation Agreement 1/83 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 Energy Conservation Agreement 1/83 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 Page 4 of 64 Energy Conservation Agreement 1/83 101. 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 Energy Conservation Agreement 1/83 102. 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 Energy Conservation Agreement 1/83 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 Page 7 of 64 Energy Conservation Agreement 1/83 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 Page 8 of 64 Energy Conservation Agreement 1/83 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 1/83 (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 1/83 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 1/83 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 Energy Conservation Agreement 1/83 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 Page 16 of 64 Energy Conservation Agreement 1/83 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 Energy Conservation Agreement 1/83 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 Energy Conservation Agreement 1/83 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 Energy Conservation Agreement 1/83 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. Page 19 of 64 Energy Conservation Agreement 1/83 (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. Page 20 of 64 Energy Conservation Agreement 1/83 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 Page 21 of 64 Energy Conservation Agreement 1/83 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. Page 22 of 64 Energy Conservation Agreement 1/83 107. 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. Page 23 of 64 Energy Conservation Agreement 1/83 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.) Page 24 of 64 Energy Conservation Agreement 1/83 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 Energy Conservation Agreement 1/83 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 Page 26 of 64 Energy Conservation Agreement 1/83 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. Page 27 of 64 Energy Conservation Agreement 1/83 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 Energy Conservation Agreement 1/83 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. Page 29 of 64 Energy Conservation Agreement 1/83 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 Energy Conservation Agreement 1/83 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 Page 31 of 64 Energy Conservation Agreement 1/83 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. Page 32 of 64 Energy Conservation Agreement 1/83 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 Page 33 of 64 Energy Conservation Agreement 1/83 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. Page 34 of 64 Energy Conservation Agreement 1/83 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 Page 35 of 64 Energy Conservation Agreement 1/83 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. Page 36 of 64 Energy Conservation Agreement 1/83 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 1/83 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 Energy Conservation Agreement 1/83 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 Page 39 of 64 Energy Conservation Agreement 1/83 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 1/83 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 Energy Conservation Agreement 1/83 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 Page 42 of 64 Energy Conservation Agreement 1/83 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 Page 43 of 64 Energy Conservation Agreement 1/83 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 Page 44 of 64 Energy Conservation Agreement 1/83 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 1/83 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 Page 46 of 64 Energy Conservation Agreement 1/83 Dehumidifer Capacity (Pints /24 hours) Applicable Subject Federal Specification Mineral Fiber Blankets /Batts HH- I -521F Mineral Fiber Loose -Fill HH -I -10308 Page 47 of 64 Energy Conservation Agreement 1/83 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 1/83 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 Page 49 of 64 Energy Conservation Agreement 1/83 Edition No. 1 January 1980 or latest revision 117. APPENDIX B REFERENCED ORGANIZATIONS Page 50 of 64 Energy Conservation Agreement 1/83 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 Page 51 of 64 Energy Conservation Agreement 1/83 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. Page 52 of 64 Energy Conservation Agreement 1/83 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. Page 53 of 64 Energy Conservation Agreement 1/83 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. Page 54 of 64 Energy Conservation Agreement 1/83 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. Page 55 of 64 Energy Conservation Agreement 1/83 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. Page 56 of 64 Energy Conservation Agreement 1/83 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. Page 57 of 64 Energy Conservation Agreement 1/83 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 Energy Conservation Agreement 1/83 100. 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 1/83 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 Page 60 of 64 Energy Conservation Agreement 1/83 100. 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 Energy Conservation Agreement 1/83 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 Energy Conservation Agreement 1/83 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 Energy Conservation Agreement 1/83 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) Page 64 of 64 Energy Conservation Agreement 1/83 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 t04 6F4.1tc (4f11. 'ter a)nrte,vltle C t n. lVCt .1"+ntas'O /Via rkettoc.) WPPS_S 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) C c 1:4orn %G Ut. 1, ties (i'0. inlet -tte) Rs bl lc and Hydro artd lhernc. Gc,tcb ailon Note 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 Zero Interest Loan 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 $1000 for the training costs of any Energy Analyst or Inspector who receives training pursuant to the provisions of this Program. IT F 1'Y U 5 Department of Energy Elonner Power AdmimstrAt mn Res DE//77AG WEATHERIZATION PROGRAM ri SCHEDULE Al R TM, report rs authorized Ur the Pac0IIC No.11hw•al Elecln[ Power Ptammng and Conservation Acl For Conhdenli.I from •noel 01 dill y1e Pr tvaCy AC1 statement Us• or leis form is mandalo IDENTIFICATION Futl Name dF ur74 /r3/ sT/ T1sricAG /7"6:14 .3 ENERCy cov. a var/ory A.ithar.,yzes RestuesTip• eNtritcr C0A /gVALfSfs COM P LL?LD 7. R65 toeA c QvAL /Fy /4/6 As CAmPLFTPO .r4s3 6 E A4/42vi13 ee:er/c 'EAt/E.eGy /OSPEGTOR5 CERTIFIED so 13! /WCOGRA/>J E'XPEA/0 /771RES A cTJ v I T/ Es 23. COr gPLETFD AwO INSPECTED W EA r'/ EROzAr /OA✓ A1ERsuRFs �'l• WRAPPFp WArert PIPES S. IArsrvc,F Of HUM ;DJP /FRS 7. 2$. �9. 30. 31. (Jr /Uly- ADM /Av /STRA T/ ite 32. ADveRTJs/A/ 33. 7 R.A./N/A/6. 3 y. 3 Utihry /t/umbee. /NPoRMAT /ON i pRo3RAM MfASUREs 7 rn'm 6R MEASURE /1. La1/NOO W S AND SL rOIN6 Doo /Z. STORM DOORS /3. WALL /A/v./GAT/D/Y /i! CE/ L/rvC, /AJW1 ATionr f5 PLOD/ /NSl1 LAT /ON /i• /NF /.TRAY /OAJ /7. //v/4C. DVcrs Is. c/oc T//ErZp osrAry /4• AO. A/. az TOTAL FS7 47Fa RAIN SAVER SVO.O. PEA /.•rsrocc/.r /o.v V. EST /AmIrrol AzzDwABCE Ct4 /mS FOR /vFrr R6P.ORri/vG PERiao AJcra76,Or /O.v 6,o 4P64 Co u T/Liry p y uT /c/Tj 4LL orNE4. r3PN r`1RfA C .°rR/OCr a NIHN ®a C01/07F0 8y Ur /L /Ty C0MPU TAT(4N CR/ r6 /q f� E NE fyy DuYRACK P+Ra6RM4: eor•�lefe A' V t t osrox't r /dloc A AND 2z porirsrrocT/ol.s or. °or•)PL t»mFASUM. The r'•V•Qse var.. ZER o /LATER EST &AN PRo cRAE+: 8 Co/AJiierc mock, 4 a 3.FroAA r•oTals o corms/41-4 t Al./3 E•vren Mer(14_8)oniti+C Ha LINEAR Feer ,go Pte LI /dtAR Foor of PaiF Fo t E A/Y,4t r T /r 02 c 5/Reporting Pe loci A I0AY I Y2 J T Ma 1047 1'R fR0/h G5IMPLETED ANO /NS PE' cTTE D p /w.8ER of tDe. reR5 W1T�v aL� mew a >0 S No. /,vrTA(4471 el D /STAG /Q L'T /O N r..-IN /Tr GREEN SPA FIN /»G 3y /3 PA z A/ A, p /aAr- OFf CoVV CAP'ARV /RCA a Cos T5 /4 PER RES /J AIL( Q4AL //yir✓G AS CMMPLET1�OTo8 31 i ll AMA. CASTS To %p gQ 00 e EA'CF Cu4 /bcpaY, 45 CciePLFTED JOB 32. F c.TIMC. COSTS TO ODoOP A ply �`f /OAa'•Aba> d3 A/r ER r/ PRo6RA/+1 EXPlE7VD /ruR(S C(A/Auto Er7`er and o,, Fn,A, Pe /g, 37 r.eru hnter Load Weatherization Program 11 Co ntract Wo. p1:- 04579 -bthY tnergy Conservation agreement 5/14/B2 M.I 2o1 33 8 Orsr /M q re'o KWH SAVED AMOUNTS CLA /MEI 8R4 1480 rnr+y t9' 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. A �1 In.f .2l rtl 1140(12. I a r,on•-eu I r 2 21 2 I0I COn1221 124 in. Se, r C ACn, n I 2•21 2 O'Y I IDENTIFICATION 1.F Name cc u)/L /ry 7JNf 2 3 S 9 7 D O 0, U S L)! I'A T MEN T UI ENI_trc. e L1 NLVIL LI 1'U •IUMINI5T RAT 1()r` ZERO INTEREST LOAN WEATHERIZATION PROGRAM 0 UT: 7y ALL or 11 -6f q AR.e A. WEArHERIZATION LOANS SCHEDULE At -A J2 LOAN /NF02MA7704./ A. r3 CuSrOMt lZ t9cCOUNr /Vc//%,BE7 Z NO/wEOWNER N9/176 AND ADDRESS 3ut.Liry Nun 1 C. pAre OF .L o N eel r L C cw r,¢.,a C NU•• Q •2 [15Le iM1_517 -18 II 18[R'LI _F 4. R44)ORT1111 Petil FROM na o nAy I ✓R rHRu HMOUNTS D/ NFIJ WA A' CavrRACrt -D Attachment 9, Paye i of 4 tern Interest Loan Weathertzation Program 11 Contract No. DE- 1179 -81tP Lnergy Conservation Agreement 5/14/8L Mo OA), YR /1.4.1OUar rkls PE.e /oo 70774 40 r4NJ ANO ORA F m R A c e p 'e 2.Ar /ON Mt)C,WReS CoMPLe7ro ex CaNTRAC TOR /NS." CTED B/ oT /L /Ty A,✓D Ce, .ro,weie_ 4'O APPRaYEO PAyMFNT ay or /t /Ty- „ttee here enter totdj G cl,Sokdl.le AI 4nt /j AI FR/tP/Q X (F culrDMen_ /s Or/,eR Tha., d TtalTDaa( topes.,'.■ (c.e d CoriSenitroi. tr'us7 assocraTte■ peelpites'il: e1c.) L retaL L Da h A mount //d.3 ,seen Rev Ae d. 171srni 4.71e41 r LD€NRDD copy {)TlL1 DIS7410,...,TI.Y” WM'TE LREe&i- °PA O''F SIN. hor 6y CPA AREA. ?I r. W FF. COIUSC(LW LAMAay -AREA 1 iyaoA MrOy t48t 0 n u�a ,w vita M-t r ,t -1O Itetl r Pia ,on,e,.e'�on t re, ronba n oa u Art t.• m.,' anr',to L IDENTIFICATION a gull Name of to ici: V S DEPARTMEN f OF ENERGY RONNE VII LE POWER ADMINISTRATION ZERO INTEREST LOAN WEATHERIZATION PROGRAM It LOAN COJ-l- ECTZON.S SCHEDULE Al -B 3 u*tl l,t'y Alumbc're. y Perini` PA, OAY! yR. FROM Attachment 9, Page 4 ut 4 hero Interest Loan Weatherization Proyra1 I1 Contract Nu. Ut -NIS79 b bP tnergy I,onservation agreeuent b /14/b2 AEI= 1Mis- l?,q�-L1� 181 T_1 1 72`1RO YI Lo4N COLLECrroN /4/Avet7/4T /oN A.. 8. C. A. 2 3. y. C. 7. 0 o. 7, /o C 05 TOM E'2 /g CCOVN r ,vO,n Z t 2. 1 NOMEowNv"2 IVAMe AND AD 025 dr yr 71 ?OTAG OF ALL DOLLARS RECE /VE 87 7 4''- u r%ury Foie PAym e,v7r DA/ ,40A.vs -enter herd a»d sc4edi /e 196 Lme Z58 yF Enter Xis CoiroAse fS or.er t4dh a no7`'na l persoh e., a coR ,Aortation, tAzu.d drsoc.at paR2enP.sS,{ i16, etc.) o'.srR /6dr'D-' COL DCA/ ROD Copy U7r[rTT ay orili>y. ALL or#e7ar A4 ARtrA DIsrcr .)N /Tr, c/CEAI -3PA orr rim. Mir a SPA i9 QCA: Prnr.r- o FrCoAISERv, CA#JA¢y Ake A ,►10 rAy YK .404A/ GObLFCT /ON S AMo uArr (VA iYeact MAY KSL (WP- PCI- 1213c) 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 Tn., ,coos n .vrnp„f,A W4 Ire r'.,,r,c e u 1 ILE A4- N0 Eieunc Po. Ivnnn.np •n� 1 COM /V u,w O r,t No eon 1of q 5 t P. „nr.te.,..,...e. IQ ►FI— li►ltsj71 q 1 IQL/ I H C J menr or n.0 f P..,.c At veie -ry us. or in„ form m.no.rory 1 IDENTIFICATION 1 Full Name Of vtrr,Z LZ CoNVERSioNS #14/0 26 Co/),PG. o C. D FRO To A//OMAlI (sae. Key [3eld) /NSrvtcAT AlATERiA 1660 watt MV 700 tOstt Env goo watt MV A50 toatt MU 17.5" Watt. MU Ioo Wott MV LL0 L t F yo0 watt f 191Watt. 15,000 L.u0IEly j 0,000 wrweol 3 Leo 0 rJATT' Loh-) ex) vor waTT 4/ L.U.10L/Z 1.0thc rJ t 660 WRIT 71.5 wnrr t u ATT W ATr 1z7 WAIT 2-15 W A7T 01. WATT ie7 t W A1T F/uortcfe£NT Dr ST,t /a.T /o.L U 5 Opp., •,e..r ur Eno. p, A .n.,, n ei un AM ouNrs al./ 4 I Air Co Sr Pl2 UN 1T PER. UNIT er (Ca D) I I I I I I I I Subfc �1 om MN MCTAL NAave LPS S°o,u,.., 1= INCA4 `1P5 4-1.4.•4 psCiSvRf Sop,J^ 3 Ulilil NUrnb F. Na+ 3 or uAl /rs Sch. 3:. Le r4 1 Cavtlt 4a -:1cr, Sired m E S T M 9 r r c N110.'c1ABGE CC..ti/ p 5- i F i R A ,PF r ro r/v c PR c 5-r, e /VJ i TO. Fs C L. /n. E D E•U -:.S F?:� iJ Py- UT/L 3;.7:,V .-.1 C. ,f 3 °A cc C,.•. !.'L' 3 PN f7•EF Ltaclu.rent Pa ye 1 ut street and Area Li yhtt uy Lfficiency improvement Program Il Contract to. Ul- $S79 -b101 neporlin G,• „d imo oav yie. 76 cwy 1 THAt G. Ton. 4. Amour r CG u /M•lJ (E AF) 1 14vGA MA a' tjt2 UT S e c e a c n y d L d rove l me Ylli t ?'egram il u (Jet a■ ,nr,r r4.■■ tontract no. UL4iS79-blnl thergy STREET AND AREA LIGHTING /PPRDVF/%717v7 PA-116'zli/82 Lonservation Agreement af Aul,”1101 Vief tr SCHEDULE A4 AC JO r, flats 2. A Orm •s m•ntWO IDENTIFICATtON 1. r tjU Name 0P T Co/I/VERSIONS FROM '5 key act.L-)) Y c A MrRCUCZy vq Porjr 4. F/uortif t fl/s/D f r0F/7-C CC/ e 0 To Pi I CTAI( •{Au0er eoirrx A I j,qjEr -I c. t__/.' 'O cecr Pea- OA' IJ D. 4//aWA5i, r.e/e/ L PER PE#k LIN ts LP5 r15010", P'S Pkcs wet: 3 uldil y P 1 P A- (C ID) r/44 F. A'tilH3 C4 LIAI/rs Lf BrEr reuifax rlizs Rnerzer rb Cold/m.4' oP rieoArr -"Weer o SC 41 1--JAJ FOri5 Eff-t1 •I A en -A- 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 S. of/ X HUMOPr d srr /6�rad 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 G G H H 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 3 UL1hhty Number 1 Report Period, MO OAVI y f I I i 2 FROM S Payment Method (check aoprop boxes) REVOt-VrNG ivaR'cLNC CO ST CAPrtAI ADVANCE 111 RE /MQURsEMFAlr (s/roai nee9a77ve aMov.vrs /L, brcicke TOTA /VOA/ 4(4. AttxA. Sc •cd ✓/e »3 -Addet (e A cy PROGRAM A c a1 i s i D Out /NG d e Add L ine 51, 8, and G NET OuTL /flys .e Or/ L FU/VOS Fri. ve6 ,ceodsL /...Q7,PAte4d g Es rim 47 ALLOWABLE PROGRAM EXPIND/WRE5 AU.e /VEXT PERIOD 10, 8PA D/SQvRsrmfNr RF Vo6Vt&7G ivoitbaNC CAP /TAr- ADVANCQ 72' /ha.cs G 49 Less /Tae 7 Cosi RE /s19URSFMCA/7 ToCd/ /»4e 6 Le77P/CO3 CREDIT Fh re,- lO.eo 11. R M lucr T D B 1,11 C EVA Adlt Ct Purvis 17L OTia/rY cF.Q /FfeRr/o,v S/G NAru//(- DISTR 14uT•0 GoLOFA/Ron COPY ur/v1y rj.y U rrti Ty 0 tMFR coy, es- 3PR AREA Exhibit k Page 1 of 1 Contract No. DE- MS79 -b1bP tnergy Conservation Agreement 5/14/82 0lE1- L1s171gL-1$1 DJ&h Culler_/ /ohs s` c7.STR /'4r /0A. kJN /rFE GrzrZ•n. r1PA OFF,rr.i MGT CY r3PA far'A• I?rN/C- OFF ionWerd. cJNA AREA 7 9 J /0 F QA re' All FAAau1/NG S.‘NATUAF Form )t /•r ed OM tu0t on F. o s P 3 t n 1 IMOIDAYIYR 715/, u l 1 1 L TTER. of CRE O I T Ill 0P/7 ARCA Avrh'DR/z,7'/o// a/'/Q /V16Fm4y /79 t_ 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 Th.' report •ulnnnr•n UA 1 '•or r NO ,..••r f l•U,.c Po..'. 1 ,r •mod CO" on •u rO' c' r 'Ce' men. 0' n•r. if( Pr art ,I., .nr V.• 0110.1 form m•nO•lory r IDENTIFICATION Full Name of L1'CIr.ty FR o r7 (Soe Key sela-3 1660 toatt MV 700 watt !fly 5'oo Watt MU A50 Watt Iffy 7 S Watt_ Ain) too Watt MU 440 Lc F .joo wdtt F 111 Ct3atL l x,00 I.. I 0,000 ihooEsiX 1,000 GvMt9✓r 4'o00 2. Sto Lvn.cr T b> WATT' VyQ A11 yo5" wRTr 'L WATT 2.1 WA7r ;oC L n.urrt7 L. 1= F /uoriss e E NT eta= hr. c, Y4 ye I UT c treet ancl Area Lt ynti efficiency Improvement Program I1 t.on trot t Mo. UE4S79-rr!nP Co', u' C net j r w ••■•,n STIIEET AND AREA LIGHTING EFFICIENCY i A"��°ap taw r40 �ery lgree+oee+,enr SCHEDULE 44 I CO Tpac ar¢ IDiEtIMi 121 IS CoNYERS /CNS #1/1/20 RETr7OFirs CO/JJPCFTFO ra t. D. To c 111/0II ,,'rra 14Ayg4 /AL COST Pea. uNIT C. S L/Nrf rn w P1 C77 mace X InCA4'«Ftcr• 1st LPS'u•r :e. SJDRc fa CIUM tips i4. Pet-ijyRP SODfati 3 LIIdIt Nt,n'bf1 f ,QT. EsT /M f7 re o- r3 oalASc( C ni5 FOR 7- REP 17' .cam Pe: e J iepori I "r':'A r o 57, y ,e. 1 /+1 O LW i I FAOM TNAtt) M t 1 1 9 i I 1 1 i L a e ova Sch;��1•Le C'caviinu�,l�►) TO TAiL PROC elf PL" /c'o/TURFS C 4 4 i/r+ F O i I DISTrt/6ui /ac Con) oTrt;;,‘ 1 +�r3LT.. G -C:F 3Pq ^.cr t... p•c ,Q7 T /LiT,: A.. .."'c Zi. H A.t, t ..a ,r; 3 A P. cf/ +Tti Cn.a¢...'944.a 6. rrTw C Arnow. rS cL as/Mary (E" F BFN t4"G1 .�1A Le tit •0 kJ* It •t ••11, Ire t• 1, re... nib" tt •0" AEI 10, e 1 1 v•c, •••••••04 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 PEIt 11,1 15 3 LITtle,y N f net-4 1 el 4;4; 4e.., L CO4 7.i•a( •-■/1., I DiEt IMIS 71q. rrj C. f_ 1 C 4 Pr it (c- v) L -1- ---1- Y on. C 0 f 14.1 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 -4 S 1 A tl h. :t EcT f. 1 I PUFCt s,„„ I~ a, f I Ft...7_ 4s aw "rr E4 =r a if I CnES 1 I 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 $1000 for the training costs of any Energy Analyst or Inspector who receives training pursuant to the provisions of this Program. Thrs report is a°lh0,12ed ey Ine Pectic N0,thatesl Electnt Power Plann■rg and Conservation Act For tonl■aentiet boat menl of dada Sae Pr.vacy Act statement Ul• 01 beta for re U mandatory IDENTIFICATION i. Full Name OF urrc /ry II 7. 28. 3y. srATi s ri CAL 76/rf 5 EN "lea y cavaE,eVRr/o,v AdvALyzej RBu2 ucs7ip 4 ENe "UACisfs COMPL•TED 7 R ES /0 e.oPCFT Quou /Fy /ML /9f co/0.4(7Eo snits E,vaR 6 y .44W S/373 eeer'F/Eo •EdE,C6y AiSPEctolts CERTIFIED e0, jy PROGRAM EXPEND/T'URF'S CLA /frfD By UT /Ty ACT CS /NFoRMAT /oN 1 23. COMPLETE:0 AND TMSPECTEO WEA'/l ERIZATeo'l MEASIyQES X LORAF'PEO toATE2 PIPES .25, /AosTA EO DE' HUM,O /P/ERS 29. 30. 3l, UT /UTf_ ADMIN /STR/9 /lit 32. A DVERTIS /.vim 33, TR.Q /N/A/ Nums6R Tang PRO6RA/4 01S7R/60T70.v 6oLDENRoD Copy ("V/L /ry 2yLT/UTf ALL orrlt RS 13PP4 NREA U S Department O, Enorgy bonnevi„e Power Admm RE.T►DE/yT /qz WEATHERIZATION PROGRAM TI SCHEDULE M ca 12I PRO6/QAM MEASURES I C✓ /NDOW S AND SL /O!/✓6 /i. STORM DOORS /3. WALL NS1..Ar/o/Y /f! CEiL/Nr /A/SLl1.pT/OM /S.. FLOOR. /NS!/ LA7IOM /6. /NF/GTRAT /OA/ /7.. NvAC PucTS /8. /7. Al 22. 7177 J Util /ty Ali/N.56¢ it Reporting Pe Ind V EST /4/1 "E cf AzZDWA,BGE C[A /VS FOR Nf?'T PDR r //UG PER /o0 0 10 I_M15l I /3 P cetU :literest LUdn Weatherrzatron "Program 11 Contract 14o. D! MS79 b1bP .nergy Conservation Agreement 5 /14 /b2 10AY I Y I FROM no 2 THQo a DAy i yR CGMPLETED AND pr MAER. OF GrST /Af reo rt�E UCE$ WITf 'WH SAVED MCLFO A tl4f ooa2S I/1.1 1 /31 1 /SI /4 /81 0,1 .201 I EJT /frIATF0 .k'LVN SAVED Add ,l/xes —.7./ 1 Pit AS vRE CZocK TNE71,/vroSTAr5 CoMPu TAT(0N CR/ re -R/ ,q t NER6y BuYBgcK. pt to6R/{1v►: Cor.j.iet A. Ac7 corroFt F'] M/9pLFTf' no[ASU/ r3locks A AND 2$ p.or insrrucT /o$s or+ T he reve4se vile- 0 ZERO /NTERFSr LOANPROLRA/1 coupler! stocks ,4 8 D.EroAA told /s o Far/n s Al -4 s AFB ENrcn Ner(A- OhnitN'S C ,Q0 Pelt L /.✓tAR Fe o r of P, pc 1r .2 yo.on P1.2 //rs TAL. GAT/o/v COS T5 40,°° PER RES/PEA)LE 6.01,0E A FOR eAGN Aty44 rgT char /A7 D a pal No, ivirrAct.47/ DI5rR /a u7/oAI t.-'N /TE GREEN SPA 0 C E /A/ /rKT 8y /d PA Ara fibv,t- co cANA/iv RRrA 23 j No. 1../Ntql2. Fee r r 251.1 2* 27 18 zy I I% 30 ccMPI-f7 'DT08 3 I 1Wc1A1. Cosrs To */a RA.•: F Cu4//F-pit, AS CckPtrrE) J1)(3 3 2 /9cT&ML c 0375 To YI0) OO PEW. D.9 ('1(s •AVO /e+cti) 1 PENCitruRES CLA(MPD 617SPr here and 04 Fno, /v/g, 3r 33 AM ova Ts C LA 6O 6/41 1480 rimy Ms 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 COn,e,r.'•^ a, !O, ,n. 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 lir 1. 2 3 Y. 7. 0 o D. U Of PAt3 '1MEN1 Of ENLI+c. H( VILLt PO'..I .1 INiS *RATION' 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 APPRev -O AN? PAymr.vT By UT/[ /TY- rate her( Lctal (,L G b Olcdt ?c 41, Lr•r13 tw P x (F Cairamen_ IS orAeR 7 d 71a-rya-al peeso., (i.e., a ca rt,e. 1 ,G.,trosT, assocra7re.. pee isee is:f,e7 1/ rotaL Loan Ar.ourlt Ha. &eon Revised. DI,T►t) QuTrat 6e L,T,L,;Y OY UT; Lily ALL 01Hens- AREA WEATHERIZATION LOANS SCHEDULE Al_A 3ut■Ltry Non 4. rZal-PORTivil PeMrocL n.r o now I yR FROM Ir PIS TR -nL JTr,v' N/N,T CREEK- CPA OFF Fr,. HOT 6 y CPA AREA: Pr Nee -L FF. Co MSc/LV LA4ARy -AREA Attachment 9, Page 1 of 4 Lero Interest Loan Weatherization Program II Con tract ho. DE- MS79 -blbP Energy Lonservation Agreement 5/14/82 (D Et-]M151714 P4R0 n,o OAj YR G /1MC)UA'r r//'s Pre/no 13PA iy9oA fMAy 14432. uNiee :u �e,r fr t ri ,r ;On,rrv•t■(,n t cr;r r. rr r +wr1 N Oar. V• Act n H• a rnr♦ an 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 B. COS rom E2 ,cco0N ,u o,TL t 1 NOMEOWNE2 MAME AND ADDRESS dr w LINE 2• 3. Y. S. 0 0. y, /0 O,,rR /e'T,"-/ cecOC•RoD co p y ur.c,r.� $r 0r 1, (y pLc o 7Nt7Z,( 2 A4 Aar- arsratlaaTloN wH,Tr, Gat •8P• err r mcr dy SPA AR(A: pnic- oFrCO4J. ER✓. CAVA ay ARM 3 (fttI ty AI0A1,50 1�e(�,1r Ur' re Attachment 9, Page 4 ut 4 hero Interest loan Weathen zation Program I1 Contract Nu. b -MS79 -b1bP knergy Lonservation Agreessent b /14/b2 /7o O'Y YR "lo. A7 I Y. FROM 7.6,R0 I` C. D. LO4A/ X- COLLECT/O,✓S 4,4wcwr 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) OPA 1 y 943 MAy KBD. 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