WINDOWS - snopud.com · 16 PROCESS : STEP BY STEP 1. Contractor meets with customer, determines...
Transcript of WINDOWS - snopud.com · 16 PROCESS : STEP BY STEP 1. Contractor meets with customer, determines...
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WINDOWSINSTALLER & SALES TRAINING
JA N UA R Y 3 0 , 2 0 2 0
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AGENDA
• Introduction
• Single Family program• Process & paperwork
• Specifications
• Quality control
• Multifamily program• Process & paperwork
• Meeting program requirements
• PUD Resources
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WHY PUD INVESTS IN ENERGY EFFICIENCY
Energy Savings
Helps customers lower their
bills
State law –mandates
I-937
PUD Goal –1st resource of choice
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RESIDENTIAL SECTOR EFFICIENCY POTENTIAL
Electric Homes, 51%
Other Fuel Homes, 11%
Natural Gas Homes, 38%
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WEATHERIZATION & HEATING MEASURES
Insulation• Attic• Floor• Wall • Duct
Windows
Heat Pumps
• Air source
• Ductless• Geothermal
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COMPLETED PROJECTS 2017 - 2018
437
309
207
343 340
281 286
128
327368
0
50
100
150
200
250
300
350
400
450
500
Glass Insulation Ducts HP-Air DHP
2017 2018
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77
17%
18%
8%
20%
23%
Glass
Insulation
duct insulation and seal
HP air
DHP
COMPLETED PROJECTS 2018
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PROGRAMS / MEASURES
• Single Family (Existing Homes)• Windows, Insulation/Duct Sealing, Heat Pumps
• Multifamily (Retrofit)• Windows, Insulation, Common Area Lighting
• New Construction (Single and Multifamily)• Certified Homes Program ≥ 20% above WSEC
• Retail• Lighting, Appliances, Thermostats, Heat pump Water Heaters
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SINGLE FAMILY PROGRAM
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1010
ELIGIBILITY: SINGLE FAMILY
• “Single Family” definition also includes
• Manufactured homes and multifamily buildings with four (4)
attached units or less, and up to three (3) stories in height and individual condominium units that are not vertically stacked.
• Permanently installed electric heat as primary heat source
• Wood/propane/gas stoves and inserts not applicable
• An active PUD account
• Snohomish County or Camano Island
• Only living areas of the home
• Not a remodel program
• Installation by PUD Registered Trade Ally required
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Gas vent
Gas meter Outdoor
unit
Tankless gas water heater
Vinyl windows
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REBATES : SINGLE FAMILY WINDOWS
Eligible Measure Incentive
Windows – DP metal to DP(U ≤ .30)
$50/window
Windows – SP to DP(U ≤ .30)
$100/window
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1414
REBATE APPLICATION
For ALL Single Family Measures
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PROCESS & PAPERWORK: SINGLE FAMILY
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PROCESS : STEP BY STEP
1. Contractor meets with customer, determines eligibility, provides estimate, wins the job.
2. Contractor & customer agree to price, payment terms, and installation schedule.
3. Contractor completes installation to PUD specifications & provides PUD Instant Rebate on customer invoice.
4. Contractor & customer complete the PUD Rebate Application and submit to PUD with supporting documentation.
5. PUD reviews application, contacts customer if inspection required, and pays contractor when job passes.
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REBATE APPLICATION
• Complete ALL relevant sections
• Include ALL supporting documents
• Submit within 90 days of installation
• Provide PUD Instant Rebate, show on invoice
• Use the current version: www.snopud.com/TAResources
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1818
SUPPORTING DOCUMENTS
Documents Required Measure Type
Invoice showing PUD Instant Rebate deducted ALL
NFRC Stickers or Manufacturer Packing Slip WINDOWS
PUD Insulation Certificate INSULATION/ DUCT SEALINGPUD Knob & Tube Report (if applicable)
PUD Heat Pump Start-up Checklist (if applic.)
HEAT PUMPSPUD Sizing Calculator (if applic.)
Duct Testing Affidavit (if applic.)
Manufacturer Documentation: compressor is inverter or variable speed (if applic.)
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COMPLETING THE APPLICATION
• Include ALL home information • Square footage, Year Built, Type of Home, Electric Heat Source etc.
• Check “Instant Rebate” OR “Customer Credit” • Discuss with customer, align with invoice
• Have customer sign OR insert name and check the box
• Complete ALL relevant rebate fields
• Use the checklist (“How to Apply”) and application notes to ensure all necessary documents are included
Incomplete applications will not be processed
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PROOF OF PURCHASE REQ’T
• Must match the selection shown on the Rebate Application (signature section)
• Include details outlined under “POP Requirement” on Application
• For Instant Rebates: must include total installed cost, “PUD Instant Rebate” amount (as deduction from the total), and customer owed balance (or customer balance paid).
• Include a summary such as the following if necessary.
Total installed cost $9,000PUD Instant Rebate ($700)Customer owed/paid amount $8,300
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WHO GETS THE REBATE?
✓ INSTANT REBATE (99%)▪ Payment sent to contractor after job passes inspection
▪ Invoice shows “PUD Instant Rebate” deducted from customer’s total cost
✓ CUSTOMER CREDIT▪ Credit to customers PUD account after job passes inspection
▪ Invoice shows that customer paid for job in full – no PUD Rebate shown
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SPECIFICATIONS
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2323
MEASURING WINDOWS
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2424
ANGLE WINDOWS
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2525
EXPOSED NAIL FLANGE
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2626
WINDOWS
• Non-Tested Windows {warm edge spacer, argon, LowE, ½” Air Space} (102.145.2)
• Framed Units NFRC Rated {U-Value .30 or lower} (102.155.3)
• Interlock (102.205)
• Locks/Latches (102.215, .230)
• Free Fall (102.220, .215)
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2727
WINDOWS• Screens (102.235)
• Anti-Lift Blocks
• Weep Holes
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2828
SKYLIGHTS
• LowE, Argon, Warm Edge Spacer, NFRC Rated {best possible double pane} (102.400.2)
• Ventilating Skylights Only if Existing
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2929
GENERAL INSTALLATION REQUIREMENTS
• Repairs Not Covered (102.510)
• Stucco Bar Styles {where allowed} (102.522)
• Damage Responsibility (102.523)• Contractor responsible for damages
that occur during installation
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3030
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3232
SAFETY GLASS
Rules (102.530)• Within 2 foot arc of ANY door in the closed position
• May need both vent and fixed depending on direction of opening
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3333
SAFETY GLASS
(102.530)
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3434
SAFETY GLASS
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3535
FLASHING & SUPPORT SCREWS
Overhangs & Flashing (102.615)• Must be continuous
• No less than ¼” overhang
Types of Screws (Pan Head) ( (102.620)• Vertical edge for support
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3636
HEAD FLASHING NEEDED
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3737
LINER CUTBACKS AND OVERHANGS
• Covering of Support Screws (102.621)
• Placement of Screws (102.635)
• Window Overhang 1” max (101.645)
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3838
CAULKING REQUIREMENTS
Wood Stopped Install(106.622)
Lap Siding Trim
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3939
CAULKING
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4040
IMPROPER CAULKING AND CUTTING
Caulking (102.648, .650)
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4141
IMPROPER CAULKING AND CUTTING
Caulking (102.648, .650)
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4242
GARDEN WINDOW
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4343
STUCCO INSTALLATIONS
• Stucco Requirements (102.652)
• Nails & Coverage (102.657)
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4444
INSTALLATION WITH NAIL FLANGE INTACT
• Caulk Behind Flange (102.665)
• Build Out Material (102.670)• Material shall be one piece &
shall fill entire cavity
• Flange Left Exposed {mobile} (102.672)
• Caulking (102.675, .680)• Gaps of ¼” or greater will be
filled with non-expanding foam or backer rod
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4545
WINDOW WITH FLANGE & TRIM
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4646
CLEAN ALL GLASS
Stickers(102.697)
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4747
SLIDING GLASS DOORS
• .30 or better required (103.205.4)
• Center mullion must interlock in closed position
• Solid Threshold Support (103.307)• Any Wood Treated or Cedar
(103.310)
• Screen must have latch and catch installed
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4848
SLIDING GLASS DOORS
• 4 screws per vertical edge • Handle screws do not count
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49
QUALITY CONTROL
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5050
INSPECTION REQUIREMENTS
• All jobs subject to verification before rebate payment is made
• Inspection will result in
• Pass – payment is authorized
• Fail – “Remedial” or “Minor” deficiency• Must be corrected within 30 days
• High pass rate may lead to lower rate of inspection
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5151
WHAT’S A REMEDIAL
• Health and Safety
• Doesn’t meet • What’s on the Rebate Application
• Efficiency requirements
• Job not completed
• Greater than three (3) small items
• Historically 5% of jobs inspected
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5252
WHAT’S A MINOR
• Not health or safety
• Something small• Missing screw
• Gap in caulking
• Up to three (3) small items on a single job
• Historically 20% of jobs inspected
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5353
COMMON ERRORS: WINDOWS
Remedial
• Safety glass not installed
• Free fall hazard
• Not supported properly
• Does not meet U-value requirement
• Locks don’t work properly
• Not flashed
Minor
• Wrong number or type of support screws
• Vent does not slide easily
• Caulking gaps, missing, messy
• Does not interlock
• Damage to window components
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MULTIFAMILY PROGRAM
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MULTIFAMILY - ELIGIBILITY
• “Multifamily” definition• Apartment and Condo buildings with five (5) or more attached
dwellings
• Active Snohomish PUD account• Snohomish County or Camano Island
• Weatherization - Permanently installed electric heat • Wood/propane/gas stoves and inserts do not disqualify
All work must be pre-authorized
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PROCESS & PAPERWORK: MULTIFAMILY
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MULTIFAMILY : PROCESS
• Go to SnoPUD.com > Business > Rebates & Incentives
• Select “Rebates” tile
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MULTIFAMILY : PROCESS
• Review Program Eligibility requirements
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MULTIFAMILY : PROCESS
• Scroll down to select “Insulation & Windows” and open the workbook
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MULTIFAMILY : PROCESS
• Fill in required fields
• Attach documents
• Click Submit
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MULTIFAMILY : PROCESS
• PUD reviews and issues Authorization
• Contractor does the work, calling for In-Progress inspections as needed
• When complete, contractor submits final invoice
• PUD verifies the installation, identifies any deficiencies, and provides incentive payment once the work has passed
All work must be pre-approved
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MEETING PROGRAM REQUIREMENTS
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WARRANTY REQUIREMENTS
• 2-year minimum all inclusive labor and materials required (101.040)
• 10-year minimum on all glass (101.040)
• Leave warranty information with homeowner
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PERFORMANCE REQUIREMENTS
SEE MASTER AGREEMENT & PROGRAM RIDER
• Bid and install work to PUD program specifications
• Volume: 4 jobs per year minimum (after initial 12 months)
• Pass Rate: 80% minimum
• Customer Satisfaction: resolve any complaints
• Timeliness & Paperwork• Complete Minor or Remedial work within 30 days
• Keep insurance & licenses current
• Submit complete Rebate Applications
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PERFORMANCE SCORECARD
Not meeting requirements? Contact the PUD to develop a
performance improvement plan or agreement may be terminated.
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PERFORMANCE MONITORING
What happens when you don’t meet requirements?
• Removal from Online Directory (30 days)• For minor/remedial not completed within 30 days
• For Insurance/License renewals not provided before expiration
• Develop a mutually-agreed performance improvement plan • For job volume, pass rate challenges
• Typically 6 months’ grace period
• Contractor must initiate
• Removal from PUD Trade Ally Network• Termination of Master Agreement & Rider
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PERFORMANCE MONITORING
Reasons for Termination
• Expired insurance or licensing
• Extended sub-80% pass rate
• Less than 4 jobs in past 12 months
• Unresolved customer complaints
• Program violations or unlawful activities
After Termination
• Minimum 12 months before reinstatement
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PERFORMANCE MONITORING
What happens when you meet or exceed requirements?
• Performance & Length of Service awards • Annual Contractor Meeting
• Reflected on Online Directory
• Online Directory Exposure• Job volume is default sort – highest to top
• Consistent presence
• Higher pass rate >> fewer inspections• Faster time to payment
• Faster processing, faster time to payment• Accurate, fully complete rebate applications mean
fewer processing delays
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RESOURCES
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PUD ENERGY ADVISOR LINE
For timely help with• Eligibility – you have a scenario that isn’t covered by our standard
eligibility requirements or customer qualification description
• Specifications – you have an installation or equipment question that isn’t covered in the specification guide
• Sizing Calculator – you have a special situation or are having trouble using the Calculator
• “Call before you install”
(425) 229-5598
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IMPORTANT: TRADE ALLY RESOURCES
www.snopud.com/TAResources• ALL Application Forms
• Supporting Docs: Bid Forms, Extension Request, Insulation Certificate…
• Technical Specifications: Weatherization, Heating, Venting
• Contractor FAQ (Frequently Asked Questions)
• Sample Rebate Applications
• Newsletters, Bulletins, Logo Usage guidelines
• Contractor Agreement & Monitoring procedures
• Program Info: • www.snopud.com/weatherization
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REGISTERED TRADE ALLY LOGO
• Promote your authorized participation in PUD energy efficiency initiatives, and ability to offer rebates
• Use online & in print materials• All use must be pre-approved• See usage guidelines on
www.snopud.com/TAResourcesCori Mitchell
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FINANCING OPTIONS
Link from www.snopud.com/
TAResources
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CONTACT INFO
Program Managers• Cathy Anderson 425-783-1798 [email protected]
• Cori Mitchell 425-783-1716 [email protected]
Inspectors• Aaron Stewart 425-783-1726 cell 425-315-6185
• Ed Walstad 425-783-8158 cell 425-231-2797 [email protected]
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CONTACT INFO
• PRIMARY Email [email protected]
• Energy Services Specialists• Kim Anderson• Andrea Duffy• Carol Jodock
• Fax 425-267-6762
• Energy Advisor line 425-229-5598
• Mailing Address Residential ProgramsPO BOX 1107 MS E2Everett, WA 98206-1107
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… for helping our customers save
energy!
THANK YOU