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1989-113 Agrmt - BPA Good Cents
!6-L'L.A/lc'. I � Si,pA DEC 3 1 1989 r�z. hick t�rsruvr3s;r�:fo City of AEhlana s.-I East Main Street �s1�lanu, iii: Si7:70 Gt+er Mr. riarrciexsc�ld: St,:33ect s CE-FUS-b66F315230 AW-6 - Suptr CUUD CENTS Frogram Enclosed ere tvrec ccpies of the subject modification. Please irWicate. your acceptance cy ra6nin in Vlock 21 end returning two copies with original j sicnature within 3iij drys of receipt of this letter to Jacqueline Spaiks, -"A - -HPA, F.C. Uox 3621, Fortlano, 'V 572%ib-3621. The third copy is for your official file. This mouification provides funcing for tha now tntget period. Also, ss • cumpletely revlsea program Utscription is includes: whim sWpersoces all I previc+us pxogrwr; aezcriptlons. Thero are only minor changes to tyre projram rescription. The primary FNuxcost is minty to consolleae past versions of the prueXag, description. In saaitls;n, there are a few revisions to the teres ami conditions. Ths; win revision is to aide UiAtation of Liatility clause. This has teen cnerleo anu Is seteouctive to January 1, IY69. inn this date, �acquelire Sparks has asswad the duties of Contras:tin�; ufficer's Represeststive (CUR) for tnis grant. if you have any questions, please deli her on (5013) 2:0-53_i. i Sincerely, SANDRA A. KAGELER I Sendrs A. k6celer Contracting Officer Lmlosures i JSparks:sdc:5321 (VS2-SRFA-71200 cc:. S. Anker - RMR8 Official File - SWA /spAF M2o..;f t NOTICE OF FINANCIAL ASSISTANCE AWARD (09.99), (Pr# vWW SPA 19191 (See instructions on reverse.) %Under the authority of Public Law 96-501 Pacific NW. Electric Power Planning and Conservation Act r "loject to legislation,regulations and policies applicable to(cite legislative program title): U S.G.- 50Let-seq.Federal_G.rarl and Coo)?erative Agreement Act of 1977 • AOJECT TITLE 2. INSTRUMENT TYPE Super GOOD CENTS Promotion Program X GRANT _ COOPERATIVE AGREEMENT 4. INSTRUMENT NO. S. AMM HHTENT NO. 3.RECIPIENT(Name, address, zip code, area code and telephone no.) DE-FG79-86BP31523 N�Utf City of Ashland 6. BUDGET PERIOD(From — Thru) 7. PROJECT PERIOD (From — Thru) 20 East Main Street 01101190 -- 12/31/90 07/02/86 -- 12/31/91 Ashland OR 97520 9. PURCHASE REQUISITION NO. S.RECIPIENT PROJECT DIRECTOR(Name and telephone no.) DE-PR 79-90BPO3731 Dick Wanderscheid (503) 482-3211 Ext. 280 10. TYPE OF AWARD NEW X CONTINUATION 11.RECIPIENT BUSINESS OFFICER(Name and telephone no.) _ RENEWAL REVISION SUPPLEMENT Dick Wanderscheid 12. ADMINISTERED BY(Name, address,zip coda, telephone no.) (503) 482-3211 Ext. 280 Bonneville Power Administration 13,SPA PTR(Name, address, zip code, telephone no.) Attn: Jacqueline Sparks - SRPA Marilyn K. Holland - LCBB P.O. Box 3621 FTS 429-5321 BPA 8 1500 NE. Irvin Street Room 243 Portland, OR 97208 (503)230-4213 Portland, OR 97208 (503)230-5321 14.RECIPIENT TYPE STATE GOVT _ INSTITUTION OF HIGHER EDUCATION FOR PROFIT ORGANIZATION: _ C P SP X LOCAL GOVT _ HOSPITAL INDIVIDUAL INDIAN TRIBALGOVT _ OTHER NONPROFIT ORGANIZATION _ OTHER(Specify) 15 ACCOUNTING AND APPROPRIATIONS DATA 16. EMPLOYER I.D. NO.ISSN a. ORGANIZATION b. OBJ. NUMBER c. ACTIVITY d. PL•6 N gE RMRB 41 GNL T1170' M b2[1q 0,200.00 RMRB 41 GNL T21702 $8,599.00 93-6002117 )GET AND FUNDING INFORMATION ZURRENT BUDGET PERIOD INFORMATION b. CUMULATIVE BPA OBLIGATIONS (1) SPA Funds Obligated This Action $ 2081799.00 208,799.00 (2) SPA Funds Authorized for Carry Over $ _920.0q (1) This Budget Period $ (3) SPA Funds Previously Obligated in this Budget Period $ —0— (Total of lines a.(I)and a.(3)) 426,335.5E (4) EPA Share of Total Approved Budget $ 209,719.00 (2) Prior Budget Periods $ (5) Recipient Share of Total Approved Budget $ —D— 635,134.5E (6)Total Approved Budget $ 209,719.00 (3) Project Period to Date $ (Total of lines b.(1)and b.(2)) 18 TOTAL ESTIMATED COST OF PROJECT $ N/A (This is the current estimated cost of the project. It is not a promise to award not an authorization to expend funds in this amount). 1S AWARD/AGREEMENT TERMS AND CONDITIONS This award/agreement consists of this form plus the following: a. 1990 Budget b. Program Description c. Modification to the Terms and Conditions d. e. I. 211.REMARKS This modification is issued to: (1) initiate a new budget period; (2) incorporate a revised Program Description which supersedes all previous editions; and (3) modify the Terms and Conditions. ALL OTHER TERMS AND CONDITIONS REMAIN THE SAME. DENCE OF RECIPIENT ACCEPTANCE 22. AWA ED BY (slanalun Of AuthMmad Rwlpum 09k/alJ (Derv) (s u ) (Der dra A. Kage r (Mama) (Mama) (VS2-SRPA-7120m) Contracting Officer SUPER GOOD CENTS APPLICATION FOR FEDERAL ASSISTANCE FORM BUDGET FOR PERIOD JANUARY 1, 1990 TO DECEMBER 31, 1990 RECIPIENT: rrry na AcHr.AND (1) Sales Support (a) Housing Starts Allowance All Electric Homes/Buildings (07/01/88 to 6/30/89): (not units and excludes Manufactured Homes) 0- 10 = $ 5,000.00 11- 60 = $10,000.00 (76) 61-150 = $15,000.00 151-300 = $20,000.00 301- up = $30,000.00 (b) Certifications Allowance Use the Total Target Certifications you entered on your Utility Profile: 112 E $100.00 (2) Advertising Total Residential Customers x Allowance 6,119 S X= $1.00 (3) Incentives (a) Standard Ventilation Options Single family: 66 E 11;000 Multifamily: 1st unit each building 32 E $1,000 All additional units: 220 % $250 Unra rttarexcU: 1u-11-tsy AWARD NUMBER: DE-FG79- 86BP31523 APPLICABLE COST SHARE TOTAL BPA'S SHARE RECIPIENT SHARE $ 15,000 $ 15,000 $ -0- s 11,200 = 11,200 i -0- $ 6,119 $ 6,119 $ -0- $ 66,000 $ 66,000 •, $ -0- $ 32,000 $ 32,000 $ -0- $ 55,000 $ 55,000 $ -0- RECIPIENT: CITY OF ASHLAND AWARD NUMBER: DE-FG79- 86BP31523 APPROVED BY: /TO& 44 (Si ature of PTR) ( — APPLICABLE COST SHARE TOTAL BPA'S SHARE RECIPIENT SHARE (b) Advanced Ventilation Options Single family: 1 E $1,500 S 21000 , $ 21,000 j -0- Multifamily: 1st unit each building 0 E $1,500 $ -0- $ -0- j All additional units: 0. E $500 $ $ -0- $ -0- (c) Manufactured Homes 0 E $2,000 $ -0- $ -0- $ -0- (d) Manufactured Home w/Advanced Ventilation 0 E $2,500 $ -0- $ -0- $ -0- (4) Submetering Submeters: 0 E $200.00 $ -0- $ -0- n/a (5) Computer (a $2556.50 one-time maximum) $ -0- $ -0- $ -0- (6) ADCENTS/Super Group Travel Allowance Wanderscheid '(Adcents) $ 2,400 $ 2,400 n/a Greene (Super Group) (7) Data Collection 1988 certified homes: 100 E $10.00 $ 1,000 $ 1,000 n/a (8) Other (specify) $ -0 $ -0 $ -0 (Must have the approval by PTR) BUDGET FOR PERIOD 1-1-90 thru 12-31-90 TOTALS $ 209,719 $ 209,719 $ -0- Recipient requests payment via (mark one) Advance X Reimbursement Letter of Credit (See BPAI Part 9.09 for definitions) Budget requested and prepared by: �% PIgnature of Recipient) (Date) APPROVED BY: /TO& 44 (Si ature of PTR) ( — LIABILITY LANGUAGE AS AGREED TO BY LEGAL AND PROCURMENf 11/13/89 (this will be in the Terms and Conditions) Recipient agrees to hold Bonneville Power Administration (BPA) harmless •' against any judgment for direct or consequential damages awarded to third parties arising from or related to Recipient's performance of its obligations under this agreement. However, Recipient shall not indemnify and hold harmless BPA, but BPA shall indemnify and hold harmless Recipient from any claim, demand, damage, loss, liability and expense, including, but not limited to, reasonable attorney's fees, arising from or related to Recipient's performance of its obligation under this agreement, if Recipient's performance is in the manner required by this agreement and if the claim, demand, damage, loss, liability, or expense is based on standards or design requirements of the Super GOOD CENTS. Program. BPA will not indemnify and hold Recipient harmless unless Recipient gives written notice to BPA of expense within 30 days of Recipient's becoming aware of any circumstances which may subsequently give rise to a claim being made against Recipient under this instrument. This provision shall survive the termination of this instrument, terminating only when all periods under any applicable statutes of limitation have lapsed. •k., j SUPER GOOD CENTS PROGPLAM • SECTION A PROGRAM DESCRIPTION INDEX 1. - General 1.1 - Scope 1.2 - Background 1.3 - Location 1.4 - Government-Furnished Property/Services 1.5 - Grantee-Furnished Property/Services 2. - Tasks 2.1 - General Requirements 2.2 - Specific Requirements 2.2.1 - Local Advertising Campaigns 2.2.2 - Local Sales Support 2.2.3 - Certification 2.2.4 - Incentives 2.2.5 - Submetering 2.2.6 - Coordination with Northwest Energy Code Jurisdictions 2.2.7 - Data Collection 2.2.8 - Utility and Builder Awards 3. - Reimbursements 3.1 - Cost-Sharing 3.2 - Local Advertising Campaigns 3.3 - Local Sales Support 3.4 - Certification 3.5 - Incentives 3.6 - Submetering 3.7 - Microcomputer 3.8 - Travel 3.9 - Data Collection 3.10 - Utility and Builder Awards Attachments 1. Microcomputer Specifications 2. Radon Monitoring Procedures 3. Submetering Specifications 4. Historical Customer Count 5. Cost-Sharing Percentages Ilk SECTION A PROGP,U1 DESCRIPTION 1 . General 1 .1 scope This Grant seeks to support utility activities to promote construction and sale of Super GOOD CENTS homes in their service territory. Utilities will conduct promotion and technical assistance activities and provide financial incentives to builders or buyers of Super GOOD CENTS homes. The overall goal of the project is to improve current building practices in the new residential sector to the level of energy-efficiency specified in the Model Conservation Standards (MCS) . 1.2 Background The Bonneville Power Administration (BPA) , a power marketing agency within the United States Department of Energy (DOE) , sells electricity to 115 publicly-owned and eight investor-owned utilities in the Pacific . Northwest. In addition, BPA provides direct electrical sales to certain industrial customers and conducts out-of-region power sales. Super GOOD CENTS evolved from a successful promotion program developed _ by Southern Electric International (SEI) , a consortium of utilities located in the southeastern U.S. SEI has packaged this program, including licensing rights to the program trademarks, and sold it to utilities nationwide. BPA has purchased rights to the program for its customer utilities. Super GOOD CENTS also fulfills objectives spelled out in the Pacific Northwest Electric Power and Conservation Act of 1980 (the Act) . Under the provisions of the Act, BPA is authorized to acquire electric power resources as required to meet the needs of its customers. These resources include both conservation and generation. Preference is given to conservation, or energy efficiency, because in most cases it is the least cost electric power resource available to the region. The Act created a Regional Power Planning Council (Council ) responsible for developing and adopting 20-year power plans which provide guidance for BPA's resource activity within the region. In 1983, the Council adopted its first Northwest Conservation and Electric Power Plan. Efficient use of energy is an important focus of the Plan. The Plan identifies Model Conservation Standards (MCS) as the most cost-effective means for BPA to achieve energy efficiency. Energy efficiency can be built into new homes in greater amounts and at less cost than if the home were retrofitted after construction. The MCS home can be up to 2/3 more efficient than homes built to current practice. The Plan recommended a broad spectrum of promotion, 2 _ t 1 financial incentives, and technical assistance activities for BPA and utilities to undertake in support of adoption of the MCS by state and •( local jurisdictions regionwide. Super GOOD CENTS was initiated following the Plan' s adoption. In December 1985, the Council adopted the MCS Plan Amendment . It envisions a continuation of the efforts begin in 1983, with the addition of financial incentives to the program. A subsequent Council amendment to the MCS provisions of the Plan, adopted in January 1987, reflects certain changes to the base case prescriptive paths for MCS. These changes are based on findings of an analysis of the cost effectiveness of the N1CS which BPA published in December 1986. This amendment also changed some of the surcharge provisions of the Plan. The Super GOOD CENTS Program incorporates the Council 's 1987 amendment where applicable. Super GOOD CENTS utilities conduct individual promotion and technical assistance efforts in their own service territories, and BPA reimburses each utility up to a specified limit for advertising production and placement costs. At the same time, BPA conducts its own regionwide advertising campaign in the media markets which correspond to the service territories of participating utilities. 1.3 Location Project will be conducted in the service territory of the Recipient which accepts this Grant with BPA. 1.4 Government-Furnished Property/Service Quantities of all items are available as deemed necessary by the PTR. ITEM SUPPLY/SERVICE 1. Super GOOD CENTS logotype 2. Super GOOD CENTS "Home Buyers' Guide" 3. Super GOOD CENTS "Builders' Guide" 4. Super GOOD CENTS "Electric Heating Options" 5. Super GOOD CENTS Home Award 6. Software disk, containing the BPA Super GOOD CENTS energy analysis software. MS-DOS (IBM) format is currently available. 7. Advertising Campaign Media Package consisting of at least: 3 print advertisement slicks 2 30- or 60-second radio spots 1 30-second television spot 8. Manufactured Housing Campaign Media Package, consisting of print advertisement slicks, radio spots, exhibits and signage as developed specifically .to promote Super GOOD CENTS manufactured homes. 9. Slide shows with audio tape and script , for use with builders �. - 3 - ITEM SUPPLY/SERVICE 10. Videotapes (main program, 11 minutes and mini-program, 2 minutes) • for use Aith general audiences 11 . Technical and marketing training sessions for grantee personnel at various times and places within the BPA service area 12. Builder training sessions to which grantee may send local builders at various times and places within the BPA service area, as mutually agreed between the utility and the Training Contractors (States) 13. "Issue Backgrounder: Energy Efficient New homes & Indoor Pollutants" (indoor air quality information booklets) 14. A one-time $2,556.50 allowance for the purchase of a portable IBM-compatible microcomputer and software as specified in Attachment 1 for priority use in BPA's Super GOOD CENTS program. 15. Super GOOD CENTS Certificates of Award 16. Radon detectors--1 per certified Super GOOD CENTS house 17. Homeowner Handbook materials consisting of a folder and topic sheets NOTE: Item 14 is available only to utility grantees who have not received the items under previous Super GOOD CENTS agreements. 1.5 Recipient-Furnished Property/Service The grantee shall furnish all other property and services required to complete the tasks and deliverables identified in this Program Description. 2. Tasks 2.1 General Requirements The specific objectives of the project are: To attain targeted penetration rates. ° To increase awareness and acceptance of Super GOOD CENTS homes among homebuyers, potential homebuyers, and members of the shelter industry (lenders, appraisers, builders, realtors, and code officials) . Activities to be supported under this Grant include local advertising campaigns, local sales support , incentive reimbursement , certification and space heating submetering (on a voluntary basis) for Super GOOD CENTS homes. Utilities may choose to conduct any or all of these activities at a level appropriate to the needs of their service district. (For incentives see Section 2.2.4 of Program Description, ) Reporting, as described in Section B, is required. _ _ 4 _ 2.2 Specific Requirements 2 .2 . 1 Local Advertising CampaiEns. The utility will conduct local advertising and promotion efforts to increase awareness and acceptance of the Super GOOD CENTS home. These efforts will be conducted independently as well as cooperatively with members of the shelter industry. Activities to include: mass media advertising, direct mail advertising, local home shows and fairs, specialty items and site signs, and other promotional materials and events. All advertisements shall include the Super GOOD CENTS logo and language acknowledging the Bonneville Power Administration as co-sponsor. 2.2.2 Local Sales Support . Utilities will conduct promotional and technical assistance efforts with members of their shelter industry. The purpose of these efforts is to support regionwide and local advertising by explaining and promoting the Super GOOD CENTS standard through sales presentations and personal calls. (a) Except for items specifically listed under (b) , below, sales support is limited to labor (utility staff time and contracted services, if applicable) and travel costs for utility personnel related to any of the following tasks: ° Meeting with members of the shelter industry, either through organizing and conducting meetings or through personal sales calls, to explain and promote Super GOOD CENTS and to encourage participation in the Super GOOD CENTS program. This includes activities designed to prepare for or support such marketing efforts. Technical assistance to members of the shelter industry to promote Super GOOD CENTS standards. Such assistance might include: working with lenders to obtain needed information to gain favorable loan terms for Super GOOD CENTS homes; working with appraisers to gather information to gain fair appraisals of Super GOOD CENTS market value; working with realtors and builders to refer potential Super GOOD CENTS homebuyers; working with subcontractors to promote effective implementation of the Super GOOD CENTS standards; and working with code officials to streamline inspection and review processes. ° Personal sales calls to homebuyers and potential homebuyers to explain Super GOOD CENTS benefits and encourage building or buying a Super GOOD CENTS home, or to provide service after the sale. (b) Specific items which may also be included under sales support are: Computer upgrades necessary to operate the latest version of WATTSUN, as described in Attachment 1, Microcomputer Specifications. - 5 - Membership in shelter industrv. organizations in order to promote local awareness and support of the program. ° Conference, registration fees and workshop and training fees for Super GOOD CENTS-related functions held within the BPA service area. ° Technical videotapes developed to support the BPA MCS program. ° SUNDAY computer software package. ° Travel costs for shelter industry members receiving awards to attend annual SGC sales meeting and awards banquets where they will be presented with the award. (c) The above excludes any equipment purchases, non-program related magazine subscriptions, manuals and publications, and materials not specifically listed here. 2.2.3 Certification. Utilities will certify homes which meet the Super GOOD CENTS standard. (Copies of the standards are available from the Area PTR. ) This will include plans review, inspections, and award of the Super GOOD CENTS certificate. The Super GOOD CENTS trademark shall be used only to certify residential structures or manufactured homes meeting the MCS established in the Northwest Conservation and Electric Power Plan. Bonneville Power Administration and Southern Electric International acknowledge that single family and multifamily homes built to the Northwest Energy Code and/or Model Conservation Standards Code Program specifications are considered equivalent to homes built to Super GOOD CENTS specifications. Only utilities have the authority to certify homes as meeting Super GOOD CENTS. Super GOOD CENTS homes shall be built to the latest version of the Technical Design Specification for the Super GOOD CENTS Program. [The present Specifications are dated April 1987. The new Specifications will be dated January 1991. Once Bonneville has published the final January 1991 Specifications Document, utilities may implement Specifications according to the following procedures. The utility must notify the Area Office Super GOOD CENTS PTR in writing. The letter shall include the date the utility will start implementing the January 1991 Specifications, acknowledgment that all single family and multifamily homes will be built to the new specifications, and the utility' s definition of what constitutes "under construction." Single family and multifamily homes "under construction" before the date the utility selects shall be built to the April 1987 Specifications. For purposes of this transition, the utility shall select and maintain a consistent policy for all Super GOOD CENTS homes constructed in its service territory. This policy shall define when a home is considered �. _ 6 - "under construction. " This definition shall be one of the following; date which the building permit is issued; dale builder agreement is signed for Super GOOD CENTS construction; date the foundation is Poured: or date temporary electric service is connected to the building site. The definition selected by the utility is subject to the approval of the Project Technical Representative (PTR) and may be changed only with prior PTR approval . ] Each utility must sign a separate License Agreement with Southern Electric International (SEI ) before they are eligible to certify Super GOOD CENTS homes. As provided for in the License Agreement , utilities are responsible for ensuring that Super GOOD CENTS standards are met . SEI may take such measures as it deems necessary to assure that the Utility use of the Super GOOD CENTS certification meets that standard. Tasks necessary to conduct the certification requirements of this Grant include: attending training and making use of technical assistance available to ensure competence in the program requirements; conducting plans review and determining appropriate Super GOOD CENTS features for certification; conducting necessary site inspections during construction to ensure the home is being built to standards and assisting the builder in making any necessary revisions; conducting a final inspection of the completed home; awarding the Super GOOD CENTS certificate; and maintaining adequate records of all reviews and inspections. All Super GOOD CENTS certificates awarded shall include the date of certification on the face of the certificate. Certification tasks may also be reimbursed through sales support funds. The above-mentioned tasks may also be coordinated with local jurisdictions operating the BPA Northwest Energy Code Program according to plans agreed upon under Section A, Item 2.2.6. Certification of mobile homes will rely on the manufacturer's certificate of compliance to verify that applicable Super GOOD CENTS measures were installed in the plant. Utilities will inspect the measures as required in the Super GOOD CENTS Technical Specifications for Manufactured Housing. Computer software used to analyze and certify Super GOOD CENTS homes must be approved by BPA as adequately distinguishing Super GOOD CENTS standards. Utilities are required to distribute to the first occupant of each SGC residence BPA-provided information on indoor air quality, appropriate ventilation system and, if installed, radon reduction system operation and maintenance. In addition, utilities shall notify the first occupant of Super GOOD CENTS homes of the availability of radon monitoring according to the Bonneville-approved Radon Monitoring Procedures, Attachment 2. - 7 - 2.2.4 Incentives. BPA will reimburse utilities for payment of financial incentives for Super 6000 CENTS homes certified in their service territory. Wherever BPA reimburses av n amount toward the incentive. the full cost-share will apple. The incentive schedule is listed in Section A, Item 3.5. The incentive may go to the builder, buyer, or manufactured home dealer, at the utility' s option. The incentive may be provided as a straight cash payment , or used for interest buydowns, credit toward electricity bills, or other creative incentive option. Utility will notify PTR when any of these options are utilized. The incentive is payable after the utility certifies the residence. Grantees required to cost-share the incentive under the terms of this agreement may opt to provide other than a straight cash payment for their portion if they comply with the following three conditions: (1) file a legal opinion with BPA (through the PTR) stating that the utility is prevented by law from providing cash grants to their customers; (2) offer an alternate financial incentive, such as a no-interest loan, interest rate buydown, or any other financial incentive, with a simple calculated value of 25 percent more than their share of the incentive (e.g. , a utility whose cost-share percentage is $250 is required to provide a loan, buydown, or other incentive with a value of $312.50) ; and (3) agree to meet with other similarly-affected utilities before the end of the budget period to explore appropriate resolutions of legal issues which prevent utilities from providing cash grants to their customers. Bonneville will offer incentives for manufactured homes through December 31, 1990, according to the schedule in Section A, Item 3.5. Grantees may also decide to forego the provision of the incentive. 2.2.5 Submetering. Super GOOD CENTS home builders and buyers may install , voluntarily, separate meters for space heating energy use according to BPA Submetering and Data Collection Specifications, Attachment 3. Submetered data will be reported regularly according to the provisions of these specifications. 2.2.6 Coordination with Northwest Energy Code lurisdictions. Utilities operating N the service areas of jurisdictions which are receiving financial support under the BPA Northwest Energy Code Program shall coordinate inspection, certification, incentives payments, sales and advertising efforts with the local jurisdiction as needed to eliminate duplication of effort and unnecessary costs. 2.2.7 Data Collection (a) Billing Histories. BPA, with assistance from the utility, will identify a representative random sample of Super GOOD CENTS homes certified and occupied and a representative sample size for a control group of electrically heated non-Super GOOD CENTS homes built during - 8 - the preceding building season. The sampling frame and size will be determined by the extent of participation of utilities in the program and construction of homes within the utilities' individual service area . (b) Utilities included in either of these samples agree to provide billing histories and meter reading dates for homes identified in the sample for the period. (c) In addition, utilities agree to provide names and addresses and, if available, telephone numbers for these accounts so that BPA may survey members of the sample to determine their demographic characteristics, use of air conditioning and wood heat . All information identifying specific customer names and addresses will be removed from any analysis to protect consumer confidentiality. Bonneville will answer any Privacy Act concerns to the utility's satisfaction before requiring this data under this grant. 2.2.8 Utility and Builder Awards Grantees are eligible to nominate utilities and utility-sponsored builders for an annual Bonneville SGC Awards Program. Winners may use allocated funds of this award described in the Program Description (Item 2.2.2) . In addition, the award may be used for travel costs and registration fees to attend conferences, workshops, or seminars anywhere in the continental United States or Canada which focus on topics related to the Super GOOD CENTS Program. Such topics may include, but are not limited to, housing and new home construction, marketing, and utility and shelter industry trade conferences. Other items not specified in the Program Description may be reimbursed as approved in writing by the Contracting Officer. 3. Reimbursements 3.1 Cost-Sharing. All reimbursements except Submetering (Item 3.6) , Travel (Item 3.8) , Data Collection (Item 3.9) , and Awards (Item 3.10) will be cost-shared with utilities according to the cost-sharing percentages established for this program (Attachment 5) . 3.2 Local Advertising Campaigns. The utility's advertising allowance for 1990, for reimbursement of projects carried out under Section A, Item 2.2.1 will be 50 cents per residential electricity customer, or $2,000, whichever is greater. Utilities may request an increase in their advertising allowance through a written request to the PTR. Any increase must be approved by the Contracting Officer. The allowance will be calculated using the annual average number of residential customers for each utility as reported in the most recent historical sales data base maintained by BPA's Division of Resource Planning, Attachment 4. Grantee may allocate this maximum allowance for use in Items A-D below, allocating up to 100 percent of the allowance in any one category or dividing the allowance among categories. Promotional materials or services to support the Super GOOD CENTS home program not specifically included here may qualify where pre-approved in writing by the PTR. �. - 9 - " ITEM REIMBURSEMENT ALLOWANCE: A. 100 percent of all costs for production of Super GOOD CENTS site signs and award certificates. B. 100 percent of all costs for purchase, production and space or time charges for any other advertising materials featuring the Super GOOD CENTS Program, including newsletters, videotapes and other audio/visual materials. It will include any advertising agency commissions for placing the ads in local media. Recipients are encouraged to co-sponsor advertising with shelter industry members (e.g. , builders, manufactured housing dealers, realtors, lenders, and appraisers) in support of the Super GOOD CENTS Program. C. 100 percent of materials and production costs for renting and leasing of audio-visual equipment , exhibits, booth costs, and signage used for trade shows, fairs, open houses, or demonstrations to promote local Super GOOD CENTS homes and the Super GOOD CENTS Program. Such reimbursement will not include utility travel costs or staffing for such events or purchase of audio/visual equipment. D. 100 percent of all costs of Super GOOD CENTS specialty items supplied by SEI or other vendors. 3.3 Local Sales Support. BPA will reimburse participating utilities for costs of staffing marketing programs for Super GOOD CENTS. Allocations will be based on the number of new electric dwellings in the utility' s service area for the last available 12-month period, and projected Super GOOD CENTS certifications. This number will be derived from single family electric hookup data (excluding manufactured homes) and multifamily electric data (buildings, not units) reported to BPA for the Super GOOD CENTS Program for the last available 12-month period (7/1/88 through 6/30/89) . An individual utility may receive up to this allotment based on the PTR's recommendation and assessment of the level of sales support activities to date within that utility. Allocations are as follows: Housing Starts Budget Allocation 0 - 10 $ 51000 11 - 60 $10,000 61 - 150 $15,000 151 - 300 $20,000 301 and up $30,000 In addition, utilities may receive $100 for each single family home or multifamily building they certify during the budget period. �.. - 10 - In order to avoid duplicate payments, utilities shall not claim reimbursement for any tasks they complete under this line ite!T which are also claimed by local jurisdictions operating in that utility' s service area under the Technical Assistance provisions in the Northwest Energy Code Program. BPA is only providing initial financial assistance to establish the Super GOOD CENTS Program. This assistance does not attempt to reimburse utilities for all associated costs, or to resolve all the equity and administrative questions that would be dealt with if the assistance were long-term in nature. 3.4 Certification. Utilities may elect to request reimbursement for plans, reviews and site inspections necessary to complete this task under the line item for sales support. 3.5 Incentives. Reimbursement for incentive payments will be paid according to the following schedule, as shown in Section A, Item 2.2.4: Single Family Multifamily (MF) Incentive Climate Incentive Payment per MF Payment per Zone Pavment Building Additional Unit 1 $1,000 $1,000 PLUS $ 250 11 $1,250 $1,250 PLUS $ 250 111 $1,500 $1,500 PLUS $ 250 Multifamily incentives will be paid to all buildings having more than one living unit (i .e. , duplexes as well as triplexes and apartment buildings) . Through December 31, 1990, manufactured home incentives will be offered at the following level : Manufactured Home Climate Incentive Zone Pavment 1 $2,000 11 $2,500 fll $3,000 An additional $500 per single family unit and $250 per multifamily unit will be reimbursed for Super GOOD CENTS homes which are constructed with advanced air leakage control and a heat recovery ventilation system according to the latest version of the Super GOOD CENTS Technical Design Specifications. (Homes constructed with these features must qualify using standard air leakage control in order to receive the additional reimbursement. ) - 11 - To qualify for the 1990 incentive, a home must be certified on or before March 30, 1991. An y revisions to the above schedule to he applied to 1991 will be announced by October 15. 1990. Utilities operating in the service areas of jurisdictions receiving financial support from BPA under the :Northwest Energy Code Program shall not award duplicate payments for incentives to builders of MCS homes. The utility shall coordinate with the local jurisdiction to award the higher of the two incentives (i .e. , the Northwest Energy Code Program incentive) only. 3.6 Submetering. Payment of $200 per year will be provided for each certified Super GOOD CENTS home or multifamily unit where a separate meter is installed and data provided to BPA according to the BPA Submetering and Data Collection Specifications. No more than two $200 payments per submetered house may be received under this Grant including previous budget periods. BPA reserves the right to deny payments in subsequent years for utilities which do not provide data as specified in the BPA Submetering and Data Collection Specifications in the initial year. 3.7 Microcomputer. This Grant provides a one-time $2,556.50 allowance for the purchase of a portable IBM-compatible microcomputer and software as specified in Attachment 2, for use exclusively for BPA's Super GOOD CENTS or other Conservation Programs. Utilities that have purchased the aforementioned microcomputer under any previous agreement to operate the Super GOOD CENTS Program are ineligible for the allowance. 3.8 Travel . Travel costs for officially designated members of the BPA Super Group and the ADCENTS committee are reimburseable through this Grant. 3.9 Data Collection. The utilities will be reimbursed under this grant at the rate of $10.00 per single family home or multifamily unit for providing information required in Section A, Item 2.2.7. 3.10 Utility and Builder Awards Reimbursement for awards (Item 2.2.8, Program Description) are as described under the applicable items in the Program Description for which the award is used. Reimbursement of travel for conferences shall follow terms outlined in under the Terms and Conditions, Section B, B-15.0201.13, Travel , not to exceed the total amount of the utility and builder award. Reimbursement for awards must be used in the same budget period the awards are received. (VS5-RMRB-4489r) - 12 - i ATTACIBIENT 1 Super GOOD CENTS MICROCOMPUTER SPECIFICATIONS 'jo — 1 — YF J Nr _.. b.: _ Yw.'aEr t. wae.}�$f�$ws . . 9.x .-°f[k .tit 1..., in «^• Microcomputer Specifications • Responsibility for operation and maintenance of the equipment rests with the utility. If an "equivalent" model other than the primary model described under these specifications is purchased, it is the sole responsibility of the utility to convert and provide support for BPA-provided software that is incompatible with the machine purchased. A. General Requirements 1. Production Unit - All equipment supplied hereunder shall be production units as indicated by the make and model descriptive literature, as opposed to prototype units or units requiring special assembly, configuration, and test. 2. Delivery and Testing - Delivery shall be made on completely configured equipment as described by these specifications. The final configuration shall be fully tested by the supplier prior to delivery. 3. Instruction/Operating Manuals - Each microcomputer and printer acquired hereunder shall be delivered with instruction/operating manuals that describe the operation and maintenance of all hardware and software included under these specifications. B. Specific Characteristics 1. Standard Microcomputer Configuration - The standard microcomputers acceptable under this agreement shall be IBM Personal Computer Model PC, PC/XT, Compaq Portable, or equivalent as approved by the PTR. Equivalency shall be defined as meeting all of the following specifications. 2. Svstem Unit (1) 16 Bit 80286 microprocessor (2) 20 megabyte hard disk drive using IBM PC DOS 3.0 or higher, with at least one "floppy" disk drive capable of using either 5-1/4" or 3-1/2" disks (3) 256K Byte RAM available for program access (4) Parallel port (5) Minimum of 3 expansion slots 3. Operating Svstem (1) PC-DOS 3.0 or higher, such that equipment supplied in any configuration specified herein has the capability to exchange software and data diskettes with BPA hardware. (2) Capable of supporting the following software packages: (a) Lotus 1-2-3 (Lotus Corporation) (b) IBM Advanced Basic V1.10 (Microsoft) (c) WATTSUN V4.2 (WSEO) (d) Checklist V1.0 (WSEO) (e) Form 70A V1.0 (WESO) (3) Capable of reading and writing IBM-PC formatted diskettes - 1) - 4 . Keyboard (1 ) Movable keyboard, cable attached (2) Adjustable typing angle (3) Low profile (4) Tactile feedback keys (5) 10-Kev numeric pad (6) Minimum of 10 programmable function keys (7) Ty pematic keys (repeats letter as long as key held in) (8) Keyboard buffer (9) Print screen key 5. Dis lay (1) Minimum 2000 characters (25 lines x 80 columns) (2) Minimum 9x14 character matrix (3) Brightness and contrast controls (4) Non-glare screen (5) Minimum screen measurement of 7" nominal (6) Graphics Support (compatible with Lotus 1-2-3 graphics requirements) 6. Dot Matrix Printer - A printer with the following characteristics shall be provided as part of the package purchased by the utility: (1) 100 Characters per second minimum print speed for draft quality documents (2) 2K Bytes of buffer built in (3) Friction and tractor feed (4) Standard and compressed print modes (5) 80 column width in standard print mode for standard 8-1/2" x 11" forms 7. Software - The following software shall be supplied as part of the package purchased by the utility: (1) Lotus 1-2-3 (Lotus Development Corp) (2) IBM PC Disk Operating System 3.0 (or approved equivalent) (3) IBM Advanced Basic (or approved equivalent) 8. Accessories - The following accessories shall be included as part of the package purchased by the utility: (1) Box of 10 diskettes (2) Box of printer paper (3) Spare printer ribbon (4) All cables necessary to connect the various components together 3 - �M. ATTACHMENT 2 Super GOOD CENTS RADON MONITORING PROCEDURES - 1 - SECTION 1 : MODEL CONSERVATION STANDARDS ILIDON MONITORING PROCEDURES FOR SINGLE FA,1I1 LY HOUSING (January 19H9) The purpose of these procedures is to describe how participating Super GOOD CENTS utilities shall comply with the program requirement to offer radon monitoring. A. UTILITY OPTION Immediately following award, the utility shall identify the specific procedures they will use to ensure that radon monitoring is being offered. These procedures shall address the following, at a minimum: 1. How the offer of radon monitoring will be made to the owner. 2. How the offer of radon monitoring will be verified and documented. 3. Who will be the owner's primary contact if the offer is pursued. 4. How the owner will be informed of proper radon monitoring procedure. 5. How the owner will be notified of the results of the radon monitoring. The Project Technical Representatives or their designees may request to review the utility procedures at any time to ensure that the procedures are being used and accomplishing the above objectives. • B. CONTRACT PROCEDURES The offer of radon monitoring shall be conveyed in conjunction with the indoor air quality information provided by the utility or a delegated agent. A sample of an adequate offer of radon monitoring in a self—addressed post card format is in Section II1ii of this Attachment . Prior to builder/owner payment, the utility shall confirm and provide documentation that an offer of radon monitoring was received. Actual confirmation and documentation shall be according to the approved specific procedures that the utility has chosen in response to item A. (2) above. C. FIRST OWNER OPTION'S In connection with the offer of radon monitoring, the first owner may elect to accept the offer, or decline. If the first owner elects to pursue the offer to monitor, the procedures in Section D below shall be followed. If the first owner pursues radon monitoring, radon detectors and the evaluation of such detectors shall be provided by Bonneville at Bonneville's expense and at no cost to the first owner on a one detector per dwelling unit basis. The pursuit of radon reduction measures or additional detailed monitoring is the responsibility of the first owner and is at the first owner's expense. �w. 2 - Il. RADON MONITORING PROCEDURES The following procedures shall he used in the installation, retrieval , and record keeping for radon mcmitoring. If further questions develop as a result of the procedures, contact your local Bonneville Area Office for more information or clarification. 1 . Radon detectors and the evaluation of such detectors will be provided by Bonneville at Bonneville's expense and at no cost to the first owner on a one detector per dwelling unit basis. 2. Radon detectors can be obtained from local Bonneville Area Offices. Monitors should be ordered in sets of ten when possible. Allowance of at least 2 weeks should be made from order to delivery. 3. Radon detectors will be shipped directly to the utility by the firm selected to provide and process the radon detectors. When questions develop regarding the detectors and their use, please refer them directly to your Bonneville Area Office. 4. When the first owner elects to pursue radon monitoring, the radon detector shall be placed in the dwelling in accordance with the following guidelines: (a) Remove the detector from the aluminum packet. (The detector package may be hung with the detector tag/postcard as long as it does not shield the detector itself. ) (b) The detector shall be placed in a centralized living space, such as living room, dining room, kitchen, den, family room or hallway, etc. (c) The monitoring location shall be on the first floor of the dwelling completely above grade level . (d) The detector shall be hung on the wall , placed on an open shelf, or suspended from the ceiling 4 ' to 7' above the floor, away from windows and doors, and away from possible drafts from heating or cooling vents. 5. At the time the radon detector is placed in the dwelling the following information shall be written on the tag/postcard. (a) Date the radon detector is installed. This date should be written in the appropriate boxes on the detector tag/postcard. The date should be written with month first, day second and year last . (b) Utilitv contract number: Record the last five digits of your Super GOOD CENTS contract number. (Example: If your contract is DE-FG79-88BP32817, write 32817 in the first five boxes. ) (c) Consumer's account number. Indicate the first owner's account number, meter number, or other means of identification. Any type of number may be used, providing that it can be used in the future to - 3 - identify the first o"ner. It is recommended that the program' s initials, SGC for the Super GOOD CENTS Program, be included as the first characters of the first o%ner account number. (Example. : Customer number is 523221 , "rile in the boxes SGC523221 . ) (d) Geographical location of the d"'eIIijig. Approximate location of dwelling using the standard range and township designation maps developed by the U.S. Geological Service (USGS) and provided by Bonneville. (Contractors may also use other methods of location, if such methods are approved by Bonneville. ) Use the following format : State (2 digits) Range Township OR R(1-3 digits) (E or W) T(1-3 digits) (N or S) Range is abbreviated with "R", followed by one to three numerical digits located as on the map, followed by an East or West designation (E or W) . Township is abbreviated with a "T", followed by one to three numerical digits located as on the map, followed by a North or South (N or S) . Examples: ORR12ET4S or WARBWT15N If using the detector tags, the top row of boxes would look something like this: 32817-SGC523221-ORR12ET4S If using the postcards, the format would look something like this: Contract number: 32817 Account number: SGC523221 State: OR Range: 12E Township: 4S (e) Optional Information when filling in the detector tags: First Box is for home type: S = Single Family M - Multifamily H = Manufactured (HUD-code) Second Box is for floor level (in building where detector is placed) . Applies to Multifamily buildings only. 1 = First floor 2 - Second floor 3 = Third floor, etc. 9 = Ninth floor or above. Third, Fourth boxes are for foundation types. (If more than one foundation type, use box four. ) : C - Crawlspace S - Slab B = Basement heated U - Basement unheated — 4 — Fifth box is for heating type: R - Resistance, zonal (baseboard, wall heaters, ceiling cable, floor) F = Forced Air Furnace H = Heat Pump Sixth, Seventh, Eighth, Ninth and Tenth boxes: Zip Code The second row of a detector tag would include this information M 3 US F 97068 and be written without spaces: M3USF97068. (f) Optional Information when filling in the postcard: Zip code: 97068 Monitored: Not Used for Super GOOD CENTS Foundation: Write in the ones that apply C - Crawlspace S - Slab B - Basement heated U - Basement unheated Heating type: R - Resistance, zonal (baseboard, wall heaters, ceiling cable, floor) F - Forced Air Furnace H = Heat Pump Home type: S = Single Family M - Multifamily H = Manufactured (HUD-code) Monitored on which floor: 1 = First floor, 2 = Second floor, 3 = Third floor, etc. for multifamily. 6. The radon detector shall remain in place for at least 3 months during the period September through March, but should not remain in place longer than 12 months. 7. The utility or delegated agent shall remove radon detectors from dwellings or request the first owner to remove the radon detector from the dwelling. The utility shall insure that the appropriate information requested above is written on the detector tag/postcard. 8. The date of removal shall be written on the detector tag/postcard. Samples of an appropriately completed detector tag and a postcard follow. - - 5 - SAMPLES APPROPRIATELY COMPLETED DETECTOR TAG v�....n F3127 7 FIS IG IC i5 1. �3.�2 Z. ]_- R.H 1 —r- 485111 fla u o 3Ii''z�11 G . IT ❑i..te_Ial:,1_I_.�._I..� u s T' vac]o a __I::I..L21_l_L 1_.1.=C11J=1J_C.CC I APPROPRIATELY COMPLETED POSTCARD Installation instructions: (a) Remove detector from aluminum packet and adhesive seal to expose holes. Keep pocket and adhesive seal with detector. (b) Place detector in centralized living space, such as living room, dining room, kitchen, den, family room or hallway, etc. (c) The monitoring location shall be on the lowest floor of the dwelling but completely above grade level. (d) The detector shall be hung on the wall, placed an an open shelf, or suspended from the ceiling 4' to 7' above the floor, and away from windows and doors, and from possible drafts of vents. (e) Record installation date and other information on card. SERIAL NUMBER M®❑O F11©❑1 INSTALLED 1❑ 0 ❑ 0� 19❑9 REMOVED 0❑❑3 ❑0 0 10 ❑ CONTRACT NUMBER 3❑ ®0❑7 ACCOUNT NUMBER ©©©❑5 ®❑3 0©❑1 ❑❑❑ STATE ❑O ® RANGE 1❑ 0❑ TOWNSHIP ®0❑❑ The following information is optionol: ZIPCODE E o o© a ❑ Monitored B:before or A:ofter Weatherization (retrofitted ahouses only) Foundation type: enter greatest area at top C:crowl space S:slob—on—grode ❑ B:bosemenl healed U:bosement unheated R:resislonce non—ducted F:forced air electric H:heol pump © S:single family M:mulli—fomily H:HUD—code mobile home aMonitored in B:bosemenl, or t:firsl, 2:second, etc. floor. Removal Instructions: (a) Record removal dale on card. (b).Seal detector with adhesive seal and replace in aluminum pocket (c) Return to Utility or send to address on aluminum packet. 9. The radon detectors shall be placed back in the aluminum packet in which they came. The top of the foil packet shall be folded over and taped. The detector shall be returned to the utility or delegated agent . 10. The utility or delegated agent shall submit all radon detectors with tags/postcards received from first owners to their Bonneville Area Office for processing. It is recommended that this occur at least once a month and include all detectors and tags/postcards received from first owners during the preceding month. If there is a large number of detectors retrieved (10 or more) in a shorter period of time, they may be submitted sooner than the monthly requirement . 11. The firm selected will analyze the radon detectors within approximately 1 week to 10 days from the date of delivery and will provide results to each utility or delegated agent directly. The results will arrive in the following format : Consumer Radon Percent USGS Additional Number Results Deviation Number Notes 12. The utility or delegated agent shall transfer the appropriate information to a radon results notification letter (See Section 2.C. 111 for clarification) and provide this information to the first owner. The utility or delegated agent shall be provided the results from the evaluation of radon detectors within approximately 30 days of submittal of such detectors. Utilities or delegated agents may also use their own radon results letters if such letters have been approved by Bonneville. 7 SECTION II : MODEL CONSERVATION STANDARDS RADON MONITORING PROCEDURES FOR MULTIFAMILY HOUSING ( January 1989) These procedures describe how Super GOOD CENTS utilities shall comply with the program requirement to offer radon monitoring in multifamily housing complexes. The multifamily housing radon monitoring procedures are identical to those for single family except for the following two items: 1. Minimum Number Requirements Number of Units in Complex Minimum Number of Units to be Monitored 2-8 units 50 percent 9-20 units 5 units with at least 2 per floor 21-100 units 10 units with at least 2 per floor above 100 units 25 units with at least 2 per floor 2. Monitor Placement When the first owner elects to pursue radon monitoring, the radon detector shall be placed in the dwelling in accordance with the following guidelines. In all sites, at least one monitor will also be placed in the lowest above grade occupied building location unless the entire unit is below grade. • - B - SECTION 111 : OFFER OF RADON MONITORING PROTOTYPES (JANUARY 1989) i . Offer of Radon Monitoring Procedures ii . Self-Addressed Post Format iii . Sample Owner Letter iv. Radon Results Notification Letter - 9 - OFFER RADON MONITORING PROCEDURES As part of the agreement with the Bonneville Power Administration, residents of energy-efficient new homes built under the Super GOOD CENTS Program will be offered free radon monitors and instructions on how to use this service. The pursuit of radon reduction measures or additional detailed monitoring is the responsibility of the first owner and is at the first owners expense. The monitoring program will operate as follows: 1. First owner requests for radon monitoring will be directed to the utility. (This may vary if the home is located in a NWEC jurisdiction. ) 2. During the final inspection of occupancies which are eligible for incentive payments, the utility representative will verify that a pre-paid postcard offering a radon monitor and/or radon monitoring offer has been made, and that Bonneville-provided information on indoor air quality, appropriate ventilation system, and, if installed, radon reduction system operation and maintenance have been left in a kitchen drawer or given to the first owner of each residence. 3. In order to confirm that the offer of radon monitoring was conveyed, tine utility representative will check off the appropriate item on the checklist. The completed checklist will be returned to the file and prior to the payment of an incentive, the staff shall verify that the documentation is complete. 4. The prepaid postcard format or equivalent will be addressed to the utility. 5. If a postcard format or equivalent is received indicating "Additional Information Requested", the first owner will be mailed a booklet "Understanding Indoor Radon. " A supply of the booklets will be obtained from the Bonneville Area Office and kept on hand. 6. If a postcard format or equivalent is received indicating "Not Interested", no further action will be taken. 7. If a postcard format or equivalent is received requesting a monitor, the first owner will be mailed a monitor and instructions (copy attached) on its handling. A supply of monitors will be obtained from the Bonneville Area Office and kept on hand. 8. Correspondence relating to the monitoring program will be filed in the records for each address. 9. Monitors will be returned to the utility by the first owner. At least once a month, the monitors will be submitted to the Bonneville Area Office. Results for each monitor will be provided to the utility in about one month. 10. The results will be transferred to a notification letter, which will be mailed to the first owner along with a graph (copies attached) . - 10 - SELF-.ADDRESSED POSTCARD FDR.1(_IT A radon detector has been reserved for your use as a service feature of the Super GOOD CENTS Program at no cost to you. Please mark the appropriate box below. 1 am interested in receiving a free radon monitor. I would like additional information before 1 make a decision. 1 am not interested in receiving a free radon monitor. Signature Name Address City, State, Zip Code Phone Number - 11 - SINGLE FAMILY DWELLING SAMPLE LETTER Dear Owner: You have chosen to receive this radon detector so that you may monitor your home which was built under the Super GOOD CENTS Program. The radon detector and its evaluation are provided by the Bonneville Power Administration at no cost to you on a 'one detector per dwelling unit" basis. The pursuit of radon mitigation measures, or additional detailed monitoring, is your responsibility and is at your expense. 1. The following procedures shall be used in the installation and handling of your radon detector: (a) Remove the detector from the aluminum packet . (The detector package may be lung with the detector tag/post card as long as it does not shield the detector itself. ) (b) The detector shall be placed in a centralized living space, such as living room, dining room, kitchen, den, family room, or hallway, etc. (c) The monitoring location shall be on the first floor of the dwelling completely above grade level , unless your dwelling is a multifamily complex. (d) The detector shall be hung on the wall , placed on an open shelf, or suspended from the ceiling 4 feet to 7 feet above the floor, away from windows and doors, and away from possible drafts from heating or cooling vents. 2. At the time the radon detector is placed in the dwelling, the date should be written on the tag/postcard where indicated. Similarly, the date of removal shall be written on the tag/postcard. 3. The radon detector shall remain in place for at least 3 months during the period September through March, but should not remain in place longer than 12 months. 4. When the monitoring period is completed, the radon detector shall be placed back in the aluminum packet that it came in. The top of the foil packet shall be folded over and taped or held shut by similar means. If the foil packet has been lost , then wrap the detector in heavy aluminum foil to help reduce additional alpha particle contamination during shipment. Mail or deliver the radon detector with the tag/post card to 12 - z 5. At least once a month, all detectors received will he mailed for processing. Results will be returned to us, and you will be sent a "radon results notification letter. " Please allow approximately 4 weeks total processing time. For more information call Sincerely, Yly.I - 13 - RADON RESULTS NOTIFICATION LETTER •` Below is an example of a Bonneville Power Administration (Bonneville) Radon Results Notification Letter for use when returning the results of radon monitoring to first owners. Also included is a graph which provides information on various radon levels within the region. Both a letter and graph must be given to each first owner. Please feel free to transfer the content of these letters to your own utility stationery. The graph should remain the same. If preferred, you may develop your own monitoring results letter. However, prior to use, the letter must be approved by Bonneville. If you have any questions, please contact your local Area or District Office. SAMPLE SUPER GOOD CENTS PROGRAM RADON RESULTS NOTIFICATION LETTER Dear ; The following is the result of the radon monitoring of your home. pCi/1 This figure represents the level of radon found in your home during the monitoring period. Please refer to the attached graph to see how your level compares with those from other homes that have recently been monitored in the Pacific Northwest . Bonneville has established 5pCi/1 as an action level . Please contact of this office if you wish to pursue radon mitigation. The health risk of exposure to radon can be compared to the risk of smoking cigarettes. Over a 50-year period, a constant exposure to 1pCi/1 of radon provides approximately the same risk as smoking less than 1/2 cigarette a day over that period. If you have questions please refer to Bonneville's booklets "Energy-Efficient New Homes and Indoor Air Pollutants" and "Backgrounder" Understanding Indoor Radon" which you received from your builder, or contact 14 - SAMPLE GRAPH 71 C,j r N M " O c^ c Ln .- t- co II co x `n ° c Z I t. I Q ° CLS c cv Q -C L ^ I O E n O � N � -C N nL O O E '° 3 3 LL O � L :2Z �_ O U C CL ° > 4 c c cD o Q) °o ° CO ° c ° o LO U C U 0 3 3 U y c o 05 o o c 0 c Q) _0 V') Q) CO _0 l L N UK 0 ro o u> o n o n o CV N 0- a Luc c- ° °lay o-- = 0 Q) V - 15 - ATTACMENT 3 Super GOOD CENTS SUBMETERING SPECIFICATIONS October 1988 _ 1 _ 1.o SCOPE. These specifications cover the equipment , installation, collection and reporting for submetering the electrical space heating enerin! consumption for occupied Super G000 CENTS (SGC) single and multifamily residential buildings. All installations shall comply with manufacturer' s specifications and all applicable national , state and local codes. These specifications apply to homes where the Total utility meter is metering only typical residential loads. Homes should not be submetered if the total utility meter includes the metering of small businesses (i .e. , ceramic factory) , irrigation pumps, dairy or shop equipment , and other equipment not typical of general family use. The total kWh usage data should reflect only the usage which pertains to the home. Special items (i .e. , swimming pool , sauna, hot tub, etc. ) need to be noted with the house characteristic data. The submetering equipment shall consist of a standard utility meter located on the outside of the dwelling next to the utility total kWb meter. The meter shall be read by the utility's meter readers during the normal reading cycle and recorded by the utility. The utility shall report both the total and space heating readings monthly to the Bonneville Power Administration (BPA) or its appointed contractor for analysis. All records shall be maintained confidential by the utility and BPA, and shall be identified by a number specific to each dwelling. 2.0 E UIPMENT. 2.1 General . The meter base, wiring, and appropriate subpanel assemblies shall be provided by the builder. The meter shall be provided by the utility and shall be tested and catalogued according to the standard procedures for the utility's standard whole-house meters. 2.2 Enclosure. The meter base enclosure shall be constructed and finished suitable for installation outdoors with appropriate weather proofing. 2.3 Meter Socket . The meter socket shall be 4 jaw, rated 200 amperes continuous duty, 1 phase 3-wire or as approved. Meter socket shall have a short circuit current rating compatible with the other service entrance equipment. 2.4 Subpanel . For homes with multiple space heating circuits a separate subpanel may be necessary. Subpanels shall be 120/240 volt, 1 phase, 3-wire 100 amp minimum main lug only bussing, with capacity for at least (12) full circuit breakers or as approved. Minimum circuit breaker interrupting capacity shall be 10,000 amperes symmetrical . Subpanel shall be constructed to be .installed either flush or surface mount to match the main loadcenter panel . 2.5 Watt Hour Meters. Watt hour meters shall be of the same make and model as the utilities standard whole-house meter or as approved. The meters shall be tested and cataloged at the utility. - 2 - 3.0 INSTALLATION. 3. 1 General . All materials, installation, and finish sliall meet all appropriate national , State, and local codes. The installation shall conform to the standards of the surrounding structure to maintain aesthetics of the building. All subpanel assemblies shall be flush mounted where the main load center panel is flush mounted. The finished appearance of the meter and panel shall be compatible with the whole-house meter and main loadcenter panel . 3.2 Wiring. All wiring shall be 600 volt copper with a minimum size of No. 12 AWG or as approved. 3.3 Location. 1. Meter. The meter shall be located next to the whole-house meter on the outside of the building. The meter shall be installed free and clear of obstructions so that it can be read at the same time as the standard utility meter. 2. Subpanel . The subpanel shall be located next to the main loadcenter panel . 3.4 Grounding. The submetering system shall be provided with grounding systems that comply with the applicable codes and regulations. Grounding shall be provided for all conduit, raceways, panel boards and metering assemblies and shall be continuous through out the system. Grounding wire shall not be less than that required by the National Electrical code requirements. 3.5 Labeling. The meter shall be clearly marked with a label reading "Space Heating" that is clearly readable from a distance and permanently affixed to either the meter face or the meter base enclosure. 3.6 Meter Check Out and Testing. All wiring shall be visually inspected for proper connections and grounding. The meter and socket shall be tested according to the standard utility test procedures for whole-house meter or according to the following tests (see Figure 1 for appropriate measurement points) : 1. Voltage. Voltage readings shall be taken to confirm socket wiring, type of service, and number of wires for appropriate circuits. 2. Backfeed. Voltage readings shall be taken on the load side to verify that previously installed temporary services do not "backfeed" the meter. 3. Ground Fault. Line-to-load terminal voltage readings shall be taken to verify that no accidental load side ground fault conditions exist or customer phase to neutral loads are present. , • .. - 3 - 4. Short Circuit Fault . Line-to-load voltages shall be measured to confirm that no phase-to-phase short circuit faults are present and that no customer phase-to-phase loads are connected at the time of test . 5. Rotation. Proper rotation of the meter under space heating load shall be verified for each space heating circuit independently after the meter is installed. 4.0 DATA COLLECTION. The utility shall collect the data as part of their normal meter reading cycle. Utility meter readers shall read the space heating meter at the same time as the whole-house meter. The utility shall record the readings so that both space heating and whole-house usage can be traced to the same account number. 5.0 REPORTING. Data shall be reported to the BPA or their authorized contractor according to the format specified in this section. 5.1 Schedule. Data shall be reported to BPA or their authorized contractor on a monthly basis as the data is collected or as approved. The utility is not required to perform extra meter readings if their normal billing cycle is bi-monthly. However, given that meter reading cycles vary from house to house it is expected that even with a bi-monthly cycle some new data will be collected each month and can therefore be reported to BPA. Data collection and reporting shall continue for each house for a minimum period of 2 years commencing when the meter is installed and tested as fully functional , and the home is occupied. The second year of incentive will not be paid, and data collection will stop for homes that display a lack of electrical heat use. Data collection shall include a one-time collection and reporting of the building's characteristics. This data shall be reported by submitting a complete copy (i .e. , Summary, Component , Heating System, and Economic pages) of a WATTSUN run and the attached building characteristic data form. The copies shall be transmitted to BPA with the first monthly report for each home. 5.2 Format. Data shall be sent to BPA in the following format (displayed on the next page) . If more than 10 houses are being submetered by the utility, data shall be transmitted on 5 1/4-inch IBM PC DOS 2.0 compatible floppy disk along with a hard copy of the data on the disk for computer processing or as approved. The computer data shall be sent in American Standard Code for Information Interchange (ASCII ) format or in a standard Lotus 1-2-3 worksheet with a file name that consists of the last five numbers of the SGC Grant number. The data shall be recorded in the file with each record containing the fields given below separated by blanks or commas for each record in the format given below: r - 4 - Submetering Data Format Field #1 Field #2 Field #3 Field 04 Field #5 House ID ::No. Date Total Slr,ca. Water o it AAAAABBBB )Y/MM/DD TTTTTT SSSSSS ",WWWWW Explanation of fields: The values reported for fields 3, 4, and 5 shall be the total kWh usage. To determine the usage, subtract the previous meter reading from the current meter reading. The resulting figure represents the total kWh usage for that period. Field #1 House I .D. Number. Each house shall be assigned a unique number for purposes of identifying it for monitoring purposes. The number shall consist of nine digits. The first five shall be the last five digits of the Super GOOD CENTS grant number for the utility. The last four digits of the house I .D. shall be a number from 0-9999 assigned by the utility to each house. As an example, if the grant number was DE-AC79-86BP81354, the I .D. number of the first monitored house would be 813540001. Field #2 Date of Reading. This should be the actual date that the meter reader took readings from both the space and total watt-hour meters. The ` number should be reported as three sets of two numbers separated by back slashes. The year shall be reported first, then the month, then the day. An example for May 21, 1986 would be 86/05/21. Field #3 Total kWh usage. This should be the whole house utility kWh usage in five digits. An example would be 01245. Field #4 Space kWh usage. This should be the kWh usage for the space heating in five digits. An example would be 00890. Field #5 Water kWh usage. This reading is optional for those utilities that choose to install a watt-hour meter on the water heating circuit of the house. The readings should be taken at the same time as the whole-house and space heating and the kWh usage reported in five digits. An example would be 00345. 5.3 Delivery. Reports shall be delivered to the following address unless otherwise specified by BPA: Super G00D CENTS Submetering Data Bonneville Power Administration Cole Barnett - RMRD P.O. Box 3621 Portland, OR 97208 5.4. Reporting Package. BPA has developed a package of forms for assisting utilities in verifying submetering setup and data reporting. These reporting packages are available from the area offices. 4489r/0188r - 5 - ATTACHMENT 4 1988 fear-end Historical Sales Data Base 13PA Division of Power Requirements Residential Residential Utilitv Customers Utilitv Customers Albion 115* Emerald PUD 12123 Alder Mutual 135* Eugene 57556 Ashland 6119 Fall River Coop. 5429* Bandon 1876 Farmers Elec. 100* Benton PUD 26985 Ferry PUD 1827 Benton REA 6860 Fircrest 2060* Big Bend Elec. Coop. 3609 Flathead Elec. Coop. 7529 Blachly Lane Elec. Coop. 2567 Forest Grove 5536 Blaine 1129 Franklin PUD 11868 Bonners Ferry 1464 Glacier Elec. Coop. 4937 Burley 3201 Grant PUD 22453 Canby 3140 Grays Harbor PUD 29923 Cascade Lacks 495 Harney Coop. 1123 Cashmere 1006* Heyburn 856 Central Elec. Coop. 12412 Hood River Coop. 2420 Centralia 6642 Idaho Falls 16620 Central Lincoln PUD 23097 Idaho Co. L&P Coop. 2049 Chelan Co. PUD 24000* Idaho Power Co. 231719 Cheney 2474* Inland P&L 21579 Chewelah 880* Kittitas PUD 1647 Coulee Dam 530 Klickitat PUD 6779 Clallam PUD 16658 Kootenai REA 8486 Clark PUD 86467 Lakeview L&P 5126 Clatskianie PUD 2767 Lane Elec. Coop. 9614 Clearwater Power Co. 6567 Lewis PUD 18377 Columbia Basin Coop. 2762 Lincoln Coop. (MT) 2119 Columbia River PUD 6136 Lincoln Coop. (WA) 1429 Columbia REA 1635 Lost River Coop. 1342 Columbia Power Coop. 1076 Lower Valley Elec. Coop. 10257 Consumers Power Co. 14116 McCleary 763 Coos-Curry Coop. 11103 McMinnville 7394 Cowlitz PUD 33203 Mason PUD #1 3368 Declo 76* Mason PUD #3 18429 Douglas Co. PUD #1 10096 Midstate Coop. 8830 Douglas Elec Coop. 7053 Milton-Freewater 3093 Drain 479 Milton L&P 2024 Dupont 230* Minidoka 37 East End Mutual 340* Mission Valley 9700* Eatonville L&P 520 Missoula Elec. Coop. 6689 Ellensburg 4610 Modern Elec. Water Co. 5680* Elmhurst Mutual 8750* Monmouth 2405 * Estimated. Twelve months of financial operating reports were not available. - 1 - . r ( 1988 Year-end historical Sales Data Base •\, BPA Division of Power Requirements Residential Residential Utility Customers Utility Customers Montana Power, MT 57306 Umatilla Elec. Coop. 6873 Nespelem Valley Coop. 1049 Unity Light & Power 1547* Northern Lights 9331 Utah Power and Light 35231 Northern Wasco PUB 7421 Vera Irr. Dis. 5498 Chop Mutual 1943 Vigilante Elec. Coop. 4583 Okanogan PUD 13265 Wahkiakum PUD 1486 Okanogan Coop. 1330 Wasco Elec. Coop. 3039 Orcas Power & Light 6181 Washington Water Power 215087 Oregon Trails 23000 Waterville 445* Pacific P&L 492900 Weiser 1930* Pacific PUD 11702 Wells Rural Elec. Co. 3307 Parkland L&W 2894* West Oregon Coop. 3269 Pend Oreille PUD 3442 Worley 25* Peninsula Light 15399 Plummer 650* Port Angeles 7314 Portland General Electric 480450 Prairie Power Coop. 527 Puget Sound Power & Light 606199 Raft River Coop. 1405 •( Ravalli Coop. 3862 \, Richland 13259 Riverside Elec. Co. 400* Rupert 2286 Rural Elec. Co. 2034 Ruston 310* Salem Elec. 10820 Salmon River Coop. 1600* Seattle 278724 Skamania PUD 3503 Snohomish PUD 167833 Soda Springs 1264* South Side Elec. Lines 520* Springfield Utility Board 19282 Steilacoom 3656 Somas 307 Surprise Valley Coop. 3087 Tacoma 112488 Tanner Electric 1655 Tillamook PUD 12961 Troy 700* * Estimated. Twelve months of financial operating reports were not available. 4489r (revised 9/20/89) 2 - ATTACHMENT 5 Cost-Sharing Percentages Budget Year 191171 Cost-Share Cost-Share Utility Percentage Utilit Percentage Albion 100 Eugene 90 Alder Mutual 100 Fall River Elec. Coop. 100 Ashland 100 Farmers Elec. Coop. 100 Bandon 100 Ferry County PUD #1 100 Benton PUD #1 100 Fircrest 100 Benton REA 100 Flathead Elec. Coop. 100 Big Bend Elec. Coop. 100 Forest Grove 90 Blachly Lane Elec. Coop. 100 Franklin County PUD #1 100 Blaine 100 Glacier Elec. Coop. 100 Bonners Ferry 90 Grant County PUD #2 75 Burley 100 Grays Harbor PUD #1 100 Canby 100 Harney Electric Coop. 100 Cascade Locks 100 Heyburn 100 Central Elec. Coop. 100 Hood River Elec. Coop. 100 Central Lincoln PUD 100 Idaho Co. UP Coop. 100 Centralia (City) 90 Idaho Falls 100 Chelan Co. PUD #1 75 Idaho Power Co. 0 Cheney 100 Inland P&L Company 100 Clallam PUD #1 100 Kittitas Co. PUD #1 90 Clark County PUD #1 100 Klickitat Co. PUD #1 100 _Clatskanie PUD 100 Kootenai Elec. Coop. 100 Clearwater Power Co. 100 Lakeview UP Co. 100 Columbia Basin Coop. 100 Lane Co. Elec. Coop. 100 Columbia Power Coop. 100 Lewis Co. PUD #1 100 Columbia REA 100 Lincoln Elec. Coop. MT 100 Columbia River PUD 100 Lincoln Elec. Coop. WA 100 Consolidated ID No. 19 100 Lost River Elec. Coop 100 Consumers Power, Inc. 100 Lower Valley P&L Co. 100 Coos-Curry Electric Coop. 100 Mason Co. PUD #1 100 Coulee Dam 95 Mason Co. PUD #3 100 Cowlitz County PUD #1 95 McCleary 100 Delco 100 McMinnville 95 Douglas Co. PUD #1 0 Midstate Elec. Coop. 100 Douglas Elec Coop. 100 Milton (City) 100 Drain 100 Milton-Freewater 90 East End Mutual 100 Minidoka 100 Eatonville 100 Mission Valley 90 Ellensburg 100 Missoula Elec. Coop. 100 Elmhurst Mutual 100 Monmouth 100 Emerald County PUD 100 Montana Power 0 - 1 - r N'espelem Valley Elec. 100 Northern Lights, Inc. 100 Northern Wasco PUD 100 Ohop Mutual 100 Okanogan Co. Elec. Coop 100 Okanogan Co. PUD #1 75 Orcas Power & Light Co. 100 Oregon Trails 95 Pacific Co. PUD #2 100 Pacific Power & Light 0 Parkland P&L 100 Pend Oreille Co. PUD #1 0 Peninsula P&L Inc. 100 Port Angeles 100 Portland General Elec. 0 Prairie Power Coop. 100 Puget Sound P&L 75 Raft River Elec. Coop. 100 Ravalli Elec. Coop. 100 Richland 100 Riverside Elec. Co. 100 Rupert 100 Rural Elec. Co. 100 Salem Elec. 100 Salmon River Elec. Coop. 100 Seattle 75 Skamania Co. PUD #1 100 Snohomish Co. PUD #1 90 Soda Springs 100 South Side Elec. Lines 100 Springfield 100 Steilacoom 100 Somas 100 Surprise Valley Elec. Coop. 100 Tacoma 85 Tanner Electric 100 Tillamook PUD 100 Troy 100 Umatilla Elec. Coop. 100 Unity Light & Power 100 Utah Power & Light 0 Vera Irrigation District 100 Vigilante Elec. Coop. 100 Wahkiakum Co. PUD #1 100 Wasco Elec. Coop. 100 Washington Water Power 0 Wells Rural Elec. Co. 100 West Oregon Elec. Coop. 100 Whatcom Co. PUD #1 100 4489r (revised 10/23/89) - 2 - SUPER GOOD CENTS PROGRAM SECTION 8 MODIFICATION TO THE TERMS AND CONDITIONS The following terms and conditions have been modified: 15.0201-10 LIMITATION OF LIABILITY (11-89) Recipient agrees to hold Bonneville Power Administration (BPA) harmless against any judgment for direct or consequential damages awarded to third parties arising from or related to Recipient's performance of its obligations under this agreement. However, Recipient shall not indemnify and hold harmless BPA, but BPA shall indemnify and hold harmless Recipient from any claim, demand, damage, loss, liability and expense, including, but .no! limited to, reasonable attorney's fees, arising from or related. to Recipient's performance of its obligation under this agreement, if Recipient's performance is in the manner required by this agreement and if the claim, demand, damage, loss, liability, or expense is based on standards or design requirements of the Super GOOD CENTS Program. BPA will not indemnify and hold Recipient harmless unless Recipient gives written notice to BPA of expense within 30 days of Recipient's becoming aware of any circumstances which may subsequently give rise to a claim being made against Recipient under this instrument. This provision shall survive the termination of this award, terminating only when all periods under any applical)le statutes of limitation have lapsed. (End of Clause) (AE) 15.0202-8 REIMBURSEMENT PAYMENT AND FINANCIAL REPORTING REQUIREMENTS (7-89) Payment for services performed under this award will be reimbursed after performance of the services. Recipient requests for reimbursements, and recipient financial reporting requirements shall be made as follows: (a) Reimbursements. Standard Form 270, Request for Advance and Reimbursement, shall be used when requesting reimbursement for costs incurred on the project. An original and two copies should be submitted. 1 t (b) Status Report. A Standard Fors 269(a), Financial Status Report •� (short form), shall be submitted within 30 days after the end of each calendar quarter. Recipients will use the SF 269(a) to document project expenditures and cost sharing if applicable. (c) Qumrterly Budget Status Report. Recipients shall also submit within 30 days after the end of each calendar quarter, a fiscal report describing project expenditures by category during the previous 3 month period. (d) Documentation. (1) Sales support costs. Sales support payments shall be reimbursed each quarter, so long as technical narratives are provided which document appropriate level of sales support activity for that quarter. Utilities should maintain records of activity, but no separate hourly accounting is required to be submitted to BPA. (2) Incentives. Utilities will submit a copy of the fully-executed Super GOOD CENTS certificate (signed and dated by the authorized utility representative) as well as complete reporting on the Hookup Information Sheet (BPA Form 1881) attached as backup documentation and claimed on the SF 270. (3) Metering. Utilities will submit a copy of the fully-executed Super GOOD CENTS certificate (signed and dated by the authorized utility representative) attached as back=up documentation and claimed on the SF 270. In addition, submit documentation that the meter was installed (utility records- for that address, certified letter signed by builder and utility, or other as determined acceptable by the PTR) . Annual payments may be applied for with the same procedure on the anniversary of the installation of the meter. Include copies of dated documentation as above and note on the SF 270 that the second year reimbursement is requested. (4) Cost Sharing. All reimbursements except: travel for ADCENTS and Super Group meetings, Super GOOD CENTS awards, data collection and submetering will be cost-shared according to the cost-sharing percentages shown in Attachment 5. Cost sharing percentages established for each budget period will remain in effect throughout that budget period. (317- Data Collection. The utilities will be reimbursed under this Grant at the rate of $10.00 per single family home or multifamily unit for providing information required in Section A. Part 2.2.7(a) and 2.2.7(b). 2 r (e) Reconciliation of Carr -over- Within 30 days after the end of each budget perio 'the recipient shall submit a final Financial Status Report (2sea) which reports actual carry-over for that budget period. Block e shall be narked "final". The recipient shall also submit a cover letter with the report which explains the reasons for any variance between estimated and actual carry-over. (Minor differences in estimates may be noted as such. ) (f) 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 amounts expended for each budget element, and shall indicate whether there is an unobligated balance to be refunded to BPA. (End of Clause) (AE) 15.0202-28 TRANSFER OF FUNDS BETWEEN BUDGET LINE ITEMS Transfer of funds allocated in the approved project budget for Incentives and Sales Support to other budget categories is specifically precluded unless the receipient has obtained prior written approval from the Contracting Officer. (End of Clause) (AE) _ The following clause has been deleted from the terms and conditions: 15.0201-12 STATEMENT OF FEDERAL FINANCIAL ASSISTANCE (3-89) The recipient shall , when issuing statements, press releases, requests for proposals, bid solicitations, and other documents describing projects or programs funded in whole or in part with Federal money, clearly state (1) the percentage of the total cost of the program or project which will be financed with Federal money, and (2) the dollar amount of Federal funds for the project or program. (End of Clause) (DOE/AE) ALL OTHM TRW AND CONDITIONS REMAIN THE SAME. oc VS2-8859m 3 ,r SECTION B TERMS AND CONDITIONS GENERAL CLAUSES 15.0201-1 DEFINITIONS 15.0201-2 PROJECT OVERSIGHT 15.0201-3 DISPUTES 15.0201-4 CONVICT LABOR 15.0201-5 OFFICIALS NOT TO BENEFIT 15.0201-6 COVENANT AGAINST CONTINGENT FEES 15.0201-7 PERMITS AND LICENSES 15.0201-8 NONDISCRIMINATION IN FEDERALLY-ASSISTED PROGRAMS 15.0201-9 ENVIRONMENTAL PROTECTION 15.0201-30 LIMITATION OF LIABILITY 15.0201-11 ACKNOWLEDGMENT OF SUPPORT 15.0201-12 STATEMENT OF FEDERAL FINANCIAL ASSISTANCE 15.0201-13 TRAVEL 15.0201-14 CONTRACTING OFFICER'S REPRESENTATIVE (COR) 15.0201-15 PROJECT TECHNICAL REPRESENTATIVE (PTR) 15.0201-16 REGULATIONS APPLICABLE TO FINANCIAL ASSISTANCE 15.0201-17 RECIPIENT ADHERENCE TO TERMS AND CONDITIONS 1 • SECTION B TERMS AND CONDITIONS SPECIFIC CLAUSES 15.0202-1 COST REIMBURSEMENT BASIS 15.0202-3 GOVERNMENT FURNISHED EQUIPMENT OR MATERIALS 15.0202-8 REIMBURSEMENT PAYMENT AND FINANCIAL REPORTING REQUIREMENTS (7-89) 15.0202-9 AUDIT AND RECORDS, A-110 RECIPIENTS 15.0202-10 AUDIT AND RECORDS, A-102 RECIPIENTS 15.0202-11 SUSPENSION OR TERMINATION, A-102 RECIPIENTS 15.0202-12 SUSPENSION OR TERMINATION, A-110 RECIPIENTS 15.0202-13 SITE VISITS, A-110 RECIPIENTS 15.0202-14 SITE VISITS, A-102 RECIPIENTS 15.0202-15 FIELD INSPECTOR 15.0202-16 REPORTING PROGRAM TECHNICAL PERFORMANCE, A-110 RECIPIENTS 15.0202-17 REPORTING PROGRAM TECHNICAL PERFORMANCE, A-102 RECIPIENTS 15.0202-18 AVAILABILITY OF FUNDS 15.0202-24 EXPIRATION OF FUNDS 15.0202-26 PAPERWORK REDUCTION 15.0202-27 AWARD ORDER OF PRECEDENCE (6-89) 15.0202-28 TRANSFER OF FUNDS BETWEEN BUDGET LINE ITEMS 2 SECTION B TERMS AND CONDITIONS GENERAL CLAUSES 15.0201-1 DEFINITIONS 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 Representative" means the individual designated by the CO to perform administrative work connected with the award. This title may be abbreviated COR. The CDR is designated by the CO for the day-by-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 "Field Inspector" means the authorized representative of the Project Technical Representative who performs inspection and review functions for the PTR on specific awards. 3 (f) The term "Project Technical Representative" (PTR) 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 visits 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. (f) Except as otherwise provided in this award, the term "subcontracts" 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. (End of Clause) (AE) 15.0201-2 PROJECT OVERSIGHT 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. (End of Clause) (AE) 15.0201-3 DISPUTES (1) 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 4 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. (2) 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. (End of Clause) (AE) 15.0201-4 CONVICT LABOR • 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. (End of Clause) (AE) 15.0201-5 OFFICIALS NOT TO BENEFIT 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. (End of Clause) (AE) 15.0201-6 COVENANT AGAINST CONTINGENT FEES 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, 5 excepting bona fide employees or bona 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. (End of Clause) (AE) 15.0201-7 PERMITS AND LICENSES (6-89) 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. (End of Clause) (AE) 15.0201-8 NONDISCRIMINATION IN FEDERALLY-ASSISTED PROGRAMS The recipient shall comply with 10 CFR Chapter 11 , Section 600.39 which provides that ". . .no person shall on the ground of race, color, national origin, 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. (End of Clause) (AE) 15.0201-9 ENVIRONMENTAL PROTECTION 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. (End of Clause) (AE) 6 15.0201-10 LIMITATION OF LIABILITY 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. (End of Clause) (AE) 15.0201-11 ACKNOWLEDGMENT OF SUPPORT (12-85) Publication of the results of this award is encouraged. Any article which is published shall include an acknowledgment that the research was supported, in whole or in part, by BPA (including the award number) , but that such support does not constitute an endorsement by BPA of the views expressed in the article. (End of Clause) (AE) 15.0201-12 STATEMENT OF FEDERAL FINANCIAL ASSISTANCE (3-89) The recipient shall , when issuing statements, press releases, requests for proposals, bid solicitations, and other documents describing projects or programs funded in whole or in part with Federal money, clearly state (1) the percentage of the total cost of the program or project which will be financed with Federal money, and (2) the dollar amount of Federal funds for the project or program. (End of Clause) (DOEME) 15.0201-13 TRAVEL (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 . (End of Clause) (AE) - 15.0201-14 CONTRACTING OFFICER'S REPRESENTATIVE (COR) 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. (End of Clause) (AE) 15.0201-15 PROJECT TECHNICAL REPRESENTATIVE (PTR) (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) inspection 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 FM 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 requirement 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 . (End of Clause) (AE) •. 15.0201-16 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 Head of Contracting Activity - AE at the address below. Copies of the BPAI may be obtained for $10.00 each. Requests should be sent to: General Accounting Section - DSDS Bonneville Power Administration P.O. Box 3621 Portland, OR 97208 (End of Clause) (AE) 8 • 15.0201-17 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. (End of Clause) (AE) s SECTION B TERMS AND CONDITIONS SPECIFIC CLAUSES 15.0202-1 COST REIMBURSEMENT BASIS This award is funded on a cost reimbursement basis without fee or profit, not to exceed the 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 indicated on the face page. Recipients are expected to bring their project to a conclusion, including preparation of final reports within the funds provided. BPA is under no obligation to provide additional funding if the project cannot be completed within the awarded funds. (End of Clause) (AE) 15.0202-3 GOVERNMENT FURNISHED EQUIPMENT OR MATERIALS (6-89) (a) The recipient 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 by the Government under this award. (b) Neither the Government, BPA nor persons acting on behalf of BPA make any warranty or other representation, express or implied, that the material provided under this award will accomplish the results for which it is requested or intended. (End of Clause) (AE) 15.0202-8 REIMBURSEMENT PAYMENT AND FINANCIAL REPORTING REQUIREMENTS (7-89) Payment for services performed under this award will be reimbursed after performance of the services. Recipient requests for reimbursements, and recipient financial reporting requirements shall be made as follows: (a) Reimbursements. Standard Form 270, Request for Advance and Reimbursement , shall be used when requesting reimbursement for costs incurred on the project. An original and two copies should be submitted. 10 (b) Status Report . A Standard Form 269(a) Financial Status Report (short form) , shall be submitted within 30 days after the end of each calendar quarter. Recipients will use the SF 269(a) to document project expenditures and cost sharing if applicable. (c) Quarterly Budget Status Report . Recipients shall also submit within 30 days after the end of each calendar quarter, a fiscal report describing project expenditures by category during the previous 3 month period. (d) Documentation. (1) Sales support costs. Sales support payments shall be reimbursed each quarter, so long as technical narratives are provided which document appropriate level of sales support activity for that quarter. Utilities should maintain records of activity, but no separate hourly accounting is required to be submitted to BPA. (2) Incentives. Utilities will submit a copy of the fully-executed Super GOOD CENTS certificate (signed and dated .by the authorized utility representative) as well as complete reporting on the Hookup Information Sheet (BPA Form 1881) attached as backup documentation and claimed on the SF 270. (3) Metering. Utilities will submit a copy of the fully-executed Super GOOD CENTS certificate (signed and dated by the authorized utility representative) attached as back-up documentation and claimed on the SF 270. In addition, submit documentation that the meter was 1 installed (utility records for that address, certified letter signed by builder and utility, or other as determined acceptable by the PTR). Annual payments may be applied for with the same procedure on the anniversary of the installation of the meter. Include copies of dated documentation as above and note on the SF 270 that the second year reimbursement is requested. (4) Cost Sharing. All reimbursements except: travel for ADCENTS and Super Group meetings, Super GOOD CENTS awards, data collection and submetering will be cost-shared according to the cost-sharing percentages shown in Attachment 1. Cost sharing percentages established for each budget period will remain in effect throughout that budget period. (5) Data Collection. The utilities will be reimbursed under this Grant at the rate of $10.00 per single family home or multifamily unit for providing information required in Section A, Part 2.2.7(a) and 2.2.7(b) . 11 (e) Reconciliation of Carry-over. Within 90 days after the end of each budget period, the recipient shall submit a final Financial Status Rerpot (269a) which reports actual carry-over for that budget period. Block 6 shall be marked "final". The recipient shall also submit a cover letter with the report which explains the reason : for any variance between estimated and actual carry-over. (Minor differences in estimates may be noted as such. ) (f) 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 amounts expended for each budget element, and shall indicate whether there is an unobligated balance to be refunded to BPA. (End of Clause) (AE) 15.0202-9 AUDIT AND RECORDS, A-110 RECIPIENTS (6-89) (a) General. The Contracting Officer 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. (b) Examination of records. •C 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 thereof, as may be engaged in the performance of this award. (c) Availability. The materials described in (b) and (c) 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. 12 (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 (e) , in all subcontracts hereunder except altered as necessary for proper identification of the parties and the Contracting Officer under the Government award. (End of Clause) (AE) 15.0202-10 AUDIT AND RECORDS FOR A-102 RECIPIENTS (6-89) (a) General . The Contracting Officer and the Comptroller-General , through any authorized representative shall have the right of access to any books, documents, papers, or other records of recipients and subrecipients which pertinent to the award, in order to make audits, examinations, excerpts and transcripts. (b) Rights of access. The rights of access will not be limited to the required retention periods in (c) and (d) below, but shall last as long as the records are retained. (c) Retention periods. Except as otherwise provided, records must be retained for three years from the starting date specified in paragraph (d) . (1) If any litigation, claim, negotiation, audit or other action involving the records has been started prior to the expiration of the 3 year period, the records must be retained until completion of the action and resolution of all issues which arise from it, or until the end of the regular 3 year period whichever is the later. (d) Starting date of retention periods. (1) General . When the financial assistance is continued or renewed at annual or other intervals, the retention period for the records of each funding period starts on the date the recipient submits its last expenditure report for that period. If assistance is continued or renewed quarterly, the retention period for each year's records starts on the day the recipient submits its expenditure report for the last quarter of the Federal fiscal year. In all other cases, the retention period begins on the day the recipient submits its final expenditure report. _ 13 (2) Real property and equipment records. The retention period for real property and equipment begins from the date of disposition or replacement or transfer at the direction of BPA. (3) Records for income transactions after award support. Where there is a requirement for the recipient to report program income after award completion, the retention period for those records starts from the end of the recipient's fiscal year in which the income was earned. (4) Indirect cost rate proposals, cost allocation plans, etc. . Records and supporting records for these types of documents or any similar accounting computations of a rate at which a particular group of costs are chargeable must be retained as follows: (i) If submitted for negotiation,then the 3 year retention period for the proposal , plans or other computations starts from the date of such submission. (ii) If not submitted for negotiation, then the 3 year retention period starts from the end of the fiscal year (or other accounting period) covered by the proposal , plan, or other computation. (End of Clause) (AE) • 15.0202-11 SUSPENSION OR TERMINATION, A-102 RECIPIENTS (6-89) �} 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 suspension 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 14 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. (2) Authority to issue notice. The Contracting Officer is the exclusive agent of BPA authorized to issue notices and take final actions regarding suspension and termination actions. (c) Termination for convenience. The recipient shall not incur new obligations for the terminated portion of the award after the effective date of termination, and shall cancel as many outstanding obligations as possible. Bonneville shall allow full credit to the recipient for the BPA share of the noncancellable costs, properly incurred by the recipient prior to termination. (End of Clause) (AE) 15.0202-12 SUSPENSION OR TERMINATION, A-110 RECIPIENTS (6-89) 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 •I 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 suspension 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. 15 (2) Authority to issue notice. The Contracting Officer is the exclusive agent of BPA 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, properly incurred by the recipient prior to termination. (End of Clause) (AE) 15.0202-13 SITE VISITS, A-110 RECIPIENTS (6-89) BPA and/or its designees may make site visits as frequently as practicable to review program accomplishments and management control systems, and to provide such technical assistance as may be required. (End of Clause) (AE) 15.0202-14 SITE VISITS, A-102 RECIPIENTS (6-89) •( BPA and/or its designees shall conduct site visits only as warranted by program or project needs. Technical assistance site visits shall be provided for: (1) in response to recipient requests, (2) based on a determined program need, (3) when recipients are designated "high risk" under subpart 7.0102 of the BPAI . (End of Clause) (AE) 15.0202-15 FIELD INSPECTOR (a) The field Inspector 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: (1) Performing the functions of (A) inspection and review of work performed; 16 (B) inspection and witness of tests or presentations or other activities; (C) interpretation of technical requirements; (D) approval of recipient's technical 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 . (End of Clause) (AE) 15.0202-16 REPORTING PROGRAM TECHNICAL PERFORMANCE A-110 RECIPIENTS (6-89) (a) Frequency. A Quarterly Performance Report shall be submitted no later than 30 days after the end of each quarterly reporting period. A final report on the project must be submitted no later than 90 days after the expiration date of the project period indicated on the face page, BPA 1813, Block 7. O' (b) Format. The report will be made in a format mutually agreed upon by BPA and the Recipient. (c) Copies. Two copies of the reports required shall be submitted to the BPA Project Technical Representative. (d) Content. The report content shall be that prescribed in OMB Circular A-110, Attachment H. The following information is also required: (1) Narrative of major Super GOOD CENTS activities conducted for that quarter. (2) A fully-executed Super GOOD CENTS certificate (BPA Form 1886, including stickers as supplied by BPA if the certificate used does not include all relevant information) for each home certified in that quarter. The certificate shall include the following information: address, builder's name and construction company name; date verified; whether single family (SF), multifamily (MF), modular (MOD) , or mobile 17 (HUD); floor area of conditioned space, (in square feet); water heating fuel type and water heater location (if available) . (3) A completed Hookup Information Sheet (BPA Form 1881) summarizing hookup data. The form shall include the following information for that quarter: total number of new homes constructed in the service area based on electric hookup data (indicate whether single family, multifamily, modular, or mobile) and space heating fuel type (electric furnace, heat pump, or zonal ; gas, wood, or other); and total number of new Super GOOD CENTS certified homes (single family, multifamily, modular or mobile) , ventilation package (standard or advanced) , compliance package (point system, prescriptive, energy budget, or thermal performance) , and the number on which submeters have been installed. If available, break out log homes from the total and report homes which have a heat pump system with gas backup. (4) Utilities who choose to carry out Submetering, Section A, Task 2.2.5, will submit for participating homes space heating energy use according to BPA Submetering and Data Collection Specifications. (5) The PTR may require other specific information related to accomplishment of project goals within established budgets and timeframes as necessary to determine the need for budget or timeline revisions. Where additional information is required, the PTR will adhere to the guidelines in Office of Management and Budget Circular A-110, Attachment H, Monitoring and Reporting of Program Performance. �l. (6) The final report shall compile all information from the preceding quarterly reports and detail any other pertinent accomplishments as agreed upon between the utility and the PTR. (e) Report of special events. Reports of special events shall be made in accordance with the requirements prescribed in OMB Circular A-110, Attachment H. 15.0202-17 REPORTING PROGRAM TECHNICAL PERFORMANCE, A-102 RECIPIENTS (6-89) (a) Frequency. Quarterly Performance Report shall be submitted no later than 30 days after the end of each quarterly reporting period. A final report on the project must be submitted no later than 90 days after the expiration date of the project indicated on the face page. (b) Format. The report will be made in a format mutually agreed upon by BPA and the Recipient. (c) Copies. Two copies of the reports required shall be submitted to the BPA Project Technical Representative. 18 (d) Content. Performance reports will contain brief information on the • following: (1) Narrative of major Super GOOD CENTS activities conducted for that quarter. (2) A comparison of actual accomplishments to the objectives established for the period. Where the output of the project can be quantified, computation of the cost per unit may be required if that information will be useful . (3) The reasons for slippage if established objectives were not met. (4) Additional information including, when appropriate, analysis and explanation of cost overruns or high unit costs. (5) A fully-executed Super GOOD CENTS certificate (BPA Form 1886, including stickers as supplied by BPA if the certificate used does not include all relevant information) for each home certified in that quarter. The certificate shall include the following information: address, builder's name and construction company name; date verified; whether single family (SF) , multifamily (MF) , modular (MOD), or mobile (HUD); floor area of conditioned space, (in square feet) ; water heating fuel type and water heater location (if available). (6) A completed Hookup Information Sheet (BPA Form 1881) summarizing hookup data. The form shall include the following information for that quarter: total number of new homes constructed in the service area based on electric hookup data (indicate whether single family, multifamily, modular, or mobile) and space heating fuel type (electric furnace, heat pump, or zonal ; gas, wood, or other); and total number of new Super GOOD CENTS certified homes (single family, multifamily, modular or mobile) , ventilation package (standard or advanced), compliance package (point system, prescriptive, energy budget, or thermal performance), and the number on which submeters have been installed. If available, break out log homes from the total and report homes which have a heat pump system with gas backup. (7) Utilities who choose to carry out Submetering, Section A, Task 2.2.5, will submit for participating homes space heating energy use according BPA Submetering and Data Collection Specifications. (8) The PTR may require other specific information related to accomplishment of project goals within established budgets and timeframes as necessary to determine the need for budget or timeline revisions. 19 (e) Report of significant developments. Events which have a significant �^ impact upon the grant or subgraut supported activities between regular reporting dates must be 'separately reported to the Contracting Officer. The Recipient shall notify the Contracting Officer as soon as the following conditions become known: (1) Problems, delays or adverse conditions which will materially impair the ability to meet the objective of the award. This disclosure must include a statement of the action taken, or contemplated, and any assistance needed to solve the situation. (2) Favorable developments which enable meeting time schedules and objectives sooner or at less cost than anticipated or producing more beneficial results than originally planned. (End of Clause) (AE) 15.0202-18 AVAILABILITY OF FUNDS The amount initially obligated hereunder, hereinafter referred to as "Obligated Funds", presently the sum of indicated in Block 17(b)(3) of the Notice of Financial Assistance, BPA 1813, shall be available for payment of costs incurred by the recipient. Additional funds to support the balance of the estimated cost of the project will be allocated to the project as they become available. (End of�C)lause) 15.0202-24 EXPIRATION OF FUNDS (6-89) The funds provided by this award or modification are valid only for the budget period identified in Block 6 of the Notice of Financial Assistance, BPA 1813. 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. (End of Clause) (AE) 15.0202-26 PAPERWORK REDUCTION (12-85) (a) This award is subject to the requirements of the Paperwork Reduction Act of 1980 as implemented by the Office of Management and Budget rules, "Controlling Paperwork Burdens on the Public," published at 5 CFR 1320 (47 FR 13666, 3-31-83) if the recipient will collect information from ten or more respondents either: (1) At the specific request of BPA, or 20 • (2) If the award requires specific BPA approval of the information collection or the collection procedures. (b) Any proposed information collection under (a) above shall be submitted by the recipient to the contracting officer named on the face page of this award at least 90 days prior to the intended date of information collection. BPA will seek the requisite approval from the Office of Management and Budget and will promptly notify the recipient of the disposition of the request. (End of Clause) (AE) 15.0202-27 AWARD ORDER OF PRECEDENCE (6-89) Any inconsistency in this award shall be resolved by giving precedence in the following order: (a) Project description/Performance work statement; (b) Financial assistance terms and conditions; (c) Bonneville Power Assistance Instructions (BPAI) ; (d) OMB circulars; and (e) other documents, exhibits, and attachments to the award. (End of Clause) (AE) 15.0202-28 TRANSFER OF FUNDS BETWEEN BUDGET LINE ITEMS Transfer of approved funds between budget categories must be approved in writing by the Program Technical Representative. VS2-6022m 21 i ASHLAND — Contracts Power Sales Contract. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90432 Amendatory Agr. No. 1 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90432 Amendatory Agr. No. 2. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90432 Waiver of Paragraph 8(e) 90432 ExhibitH. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90432 Exhibit I. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90432 Exhibit L. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 90432 i i f (2290D)