windows - snopud.com · 16 process : step by step 1. contractor meets with customer, determines...

WINDOWSINSTALLER & SALES TRAINING

JA N UA R Y 3 0 , 2 0 2 0

22

AGENDA

• Introduction

• Single Family program• Process & paperwork

• Specifications

• Quality control

• Multifamily program• Process & paperwork

• Meeting program requirements

• PUD Resources

33

WHY PUD INVESTS IN ENERGY EFFICIENCY

Energy Savings

Helps customers lower their

bills

State law –mandates

I-937

PUD Goal –1st resource of choice

44

RESIDENTIAL SECTOR EFFICIENCY POTENTIAL

Electric Homes, 51%

Other Fuel Homes, 11%

Natural Gas Homes, 38%

55

WEATHERIZATION & HEATING MEASURES

Insulation• Attic• Floor• Wall • Duct

Windows

Heat Pumps

• Air source

• Ductless• Geothermal

66

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

77

17%

18%

8%

20%

23%

Glass

Insulation

duct insulation and seal

HP air

DHP

COMPLETED PROJECTS 2018

88

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

99

SINGLE FAMILY PROGRAM

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

12

Gas vent

Gas meter Outdoor

unit

Tankless gas water heater

Vinyl windows

1313

REBATES : SINGLE FAMILY WINDOWS

Eligible Measure Incentive

Windows – DP metal to DP(U ≤ .30)

$50/window

Windows – SP to DP(U ≤ .30)

$100/window

1414

REBATE APPLICATION

For ALL Single Family Measures

15

PROCESS & PAPERWORK: SINGLE FAMILY

1616

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.

1717

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

http://www.snopud.com/TAResources

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.)

1919

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

2020

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

2121

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

22

SPECIFICATIONS

2323

MEASURING WINDOWS

2424

ANGLE WINDOWS

2525

EXPOSED NAIL FLANGE

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)

2727

WINDOWS• Screens (102.235)

• Anti-Lift Blocks

• Weep Holes

2828

SKYLIGHTS

• LowE, Argon, Warm Edge Spacer, NFRC Rated {best possible double pane} (102.400.2)

• Ventilating Skylights Only if Existing

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

3131From www.codecheck.com – Safety Glazing - Oct 2011

http://www.codecheck.com/

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

3333

SAFETY GLASS

(102.530)

3434

SAFETY GLASS

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

3636

HEAD FLASHING NEEDED

3737

LINER CUTBACKS AND OVERHANGS

• Covering of Support Screws (102.621)

• Placement of Screws (102.635)

• Window Overhang 1” max (101.645)

3838

CAULKING REQUIREMENTS

Wood Stopped Install(106.622)

Lap Siding Trim

3939

CAULKING

4040

IMPROPER CAULKING AND CUTTING

Caulking (102.648, .650)

4141

IMPROPER CAULKING AND CUTTING

Caulking (102.648, .650)

4242

GARDEN WINDOW

4343

STUCCO INSTALLATIONS

• Stucco Requirements (102.652)

• Nails & Coverage (102.657)

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

4545

WINDOW WITH FLANGE & TRIM

4646

CLEAN ALL GLASS

Stickers(102.697)

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

4848

SLIDING GLASS DOORS

• 4 screws per vertical edge • Handle screws do not count

49

QUALITY CONTROL

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

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

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

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

5454

MULTIFAMILY PROGRAM

5555

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

56

PROCESS & PAPERWORK: MULTIFAMILY

5757

MULTIFAMILY : PROCESS

• Go to SnoPUD.com > Business > Rebates & Incentives

• Select “Rebates” tile

5858


• Review Program Eligibility requirements

5959


• Scroll down to select “Insulation & Windows” and open the workbook

6060


• Fill in required fields

• Attach documents

• Click Submit

6161


• 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

62

MEETING PROGRAM REQUIREMENTS

6363

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

6464

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

6565

PERFORMANCE SCORECARD

Not meeting requirements? Contact the PUD to develop a

performance improvement plan or agreement may be terminated.

6666

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

6767


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

6868


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

69

RESOURCES

7070

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

7171

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


http://www.snopud.com/weatherization

7272

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

[email protected]


mailto:[email protected]

7373

FINANCING OPTIONS

Link from www.snopud.com/

TAResources

7474

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

[email protected]

• Ed Walstad 425-783-8158 cell 425-231-2797 [email protected]





7575

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