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Request for Proposal (RFP)

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  • 1. REQUEST FOR PROPOSAL Funding/Grant Title: Community-wide urban residential and commercial energy efficiency pilot program Program Name: Community Energy Efficiency Pilot Program Due Dates: Letter of Intent to Apply (required): August 19, 2009 Proposal (required): September 9, 2009 This is a Request for Proposal for Federal Stimulus dollars through the U.S. Department of Energy’s State Energy Program and the American Recovery and Reinvestment Act. To receive updates and communication on this RFP, you are responsible to visit the WSU Extension Energy Program website (www.energy.wsu.edu) and register via the web submission form.
  • 2. Note: To receive updates and communication on this RFP, you are responsible to visit the WSU Extension Energy Program website (www.energy.wsu.edu) and register via the web submission form. Table of Contents: ..........................................................................................................................................3 Request for Proposal (RFP)............................................................................................4 Applicant Minimum Qualifications:.................................................................................4 RFP Schedule:...............................................................................................................4 Introduction......................................................................................................................5 1.1PURPOSE/OVERVIEW............................................................................................5 1.2 BACKGROUND.......................................................................................................5 1.3 ARRA BACKGROUND............................................................................................5 1.4 PROGRAM GOALS AND OBJECTIVES.................................................................6 1.5 SCOPE OF WORK..................................................................................................7 Our Active Management Approach:.............................................................7 1.6 ELIGIBLE APPLICANTS..........................................................................................7 1.7 INELIGIBLE APPLICANTS......................................................................................8 1.8 AMOUNT OF FUNDS AVAILABLE.........................................................................8 1.9 MATCHING FUNDS.................................................................................................8 Examples of allowable cash and in-kind matching funds:...........................9 1.10 READINESS TO PROCEED.................................................................................9 1.11 HOW TO APPLY..................................................................................................10 1.12 HOW PROJECTS ARE SELECTED...................................................................10 1.13 REPORTING REQUIREMENTS.........................................................................10 General Information for Applicants.............................................................................11 2.1 REQUEST FOR PROPOSAL MANAGER.............................................................11 2.2 APPLICANT QUESTIONS & WSU ANSWERS....................................................11 2.3 FACSIMILE, E-MAIL, AND INTERNET COMMUNICATION.................................11 2.4 LETTER OF INTENT.............................................................................................12 2.5 SUBMISSION OF PROPOSALS...........................................................................12 2.6 ELECTRONIC PAYMENT TRANSACTIONS........................................................12 2.7 PUBLIC DISCLOSURE..........................................................................................12 2.8 PROPRIETARY AND CONFIDENTIAL INFORMATION.......................................13 2.9 BUY AMERICAN – USE OF AMERICAN IRON, STEEL, AND MANUFACTURED GOODS........................................................................................................................13 2.10 DAVIS-BACON ACT WAGE RATE REQUIREMENTS.......................................13 2.12 DEFINITIONS FOR THE PURPOSE OF THIS RFP...........................................14 Intent to Apply................................................................................................................16 3.1 LETTER OF INTENT TO APPLY..........................................................................16 Send your Intent to Apply letter to:............................................................16 Proposal Instructions....................................................................................................17 4.1 APPLICATION DEADLINES..................................................................................17 4.2 COMMUNICATION WITH WSU............................................................................17 4.3 QUESTIONS..........................................................................................................17 4.4 SUBMITTAL OF PROPOSAL................................................................................17 Page 2 of 41 [Revised 5/31/2010 12:43:24 a5/p5]
  • 3. Note: To receive updates and communication on this RFP, you are responsible to visit the WSU Extension Energy Program website (www.energy.wsu.edu) and register via the web submission form. 4.5 PROPOSAL FORMAT...........................................................................................18 4.6 PROPOSAL PAGE LIMITS....................................................................................18 Grant Application...........................................................................................................19 5.1 NARRATIVE...........................................................................................................19 5.2 PROJECT WORK PLAN........................................................................................20 5.3 BUDGET................................................................................................................21 5.4 BUDGET NARRATIVE..........................................................................................21 5.5 REQUIRED ATTACHMENTS................................................................................21 APPENDIX A – PROJECT SUMMARY..........................................................................22 APPENDIX B – REQUIRED ASSURANCES.................................................................23 APPENDIX C – PROPOSAL EVALUATION CRITERIA................................................24 APPENDIX D – PROPOSAL SCORING FORM.............................................................30 APPENDIX E – EXAMPLE GRANT AGREEMENT.......................................................31 APPENDIX F – LIST OF LOCAL WEATHERIZATION ASSISTANCE PROVIDERS...36 WASHINGTON STATE LOCAL AGENCY EXECUTIVE DIRECTORS AND SERVICE AREA............................................................................................................................32 Page 3 of 41 [Revised 5/31/2010 12:43:24 a5/p5]
  • 4. Note: To receive updates and communication on this RFP, you are responsible to visit the WSU Extension Energy Program website (www.energy.wsu.edu) and register via the web submission form. Request for Proposal (RFP) Funding/Grant Title: Community-wide urban residential and commercial energy pilot program Program Title: Community Energy Efficiency Pilot Program Due Dates: Letter of Intent to Apply (required): August 19, 2009 Grant Application (required): September 9, 2009 Expected Period of Performance: October, 2009 through January 31, 2012 Expected Number of Grants: WSU anticipates funding around six separate awards at different budget amounts not to exceed the available total program budget of approximately 14 million dollars. Applicant Minimum Qualifications: Applicants must be available for work, licensed to do business in the State of Washington, and satisfy the minimum requirements stated below: have a minimum of two (2) years of experience or show a major collaborative partnership with another organization with two (2) years of experience implementing activities in the focus areas below: 1. Community Organizing and/or Mobilization 2. Residential or Commercial Energy Efficiency/Weatherization Activities Applicants who do not meet and demonstrate these minimum qualifications shall be deemed non-responsive and will not receive further consideration. RFP Schedule1: Activity Date/Time DRAFT Request for Proposal Release Date July 7, 2009 Potential Applicant Comment Period on DRAFT RFP July 7, 2009 – July 31, 2009 Official RFP Release Date August 5, 2009 RFP Applicant Conference (Exact date to be determined) August 10, 2009 Letter of Intent to Apply Due August 19, 2009 Questions Due from Applicants August 25, 2009 WSU Response to Applicant Questions September 1, 2009 Grant Application Due Date September 9, 2009 Projected Announcement of Successful Applicants September 30, 2009 Projected Grant Agreement Start Date Mid October, 2009 Upon release of this RFP, all communications in regard to this RFP shall be directed in writing to the RFP Manager named in section 2.1 below. 1 This schedule is subject to change at the discretion of the Washington State University Extension Energy Program. Page 4 of 41 [Revised 5/31/2010 12:43:24 a5/p5]
  • 5. Note: To receive updates and communication on this RFP, you are responsible to visit the WSU Extension Energy Program website (www.energy.wsu.edu) and register via the web submission form. Introduction 1.1 PURPOSE/OVERVIEW The Washington State University Extension Energy Program (WSU) has been directed by the Washington State Legislature (E2SSB 5649) to identify, solicit, and fund grant recipients who will develop and implement pilot programs providing community-wide urban, residential, and commercial energy efficiency upgrades. WSU anticipates providing around six competitive grants for community-based projects, to local community Grant Recipients for conducting direct outreach and service delivery. This will happen: • Throughout the state (different geographic regions) • Across heating fuels • Among owner-occupied and rental residences • For small commercial buildings • For single-family and multi-family dwellings 1.2 BACKGROUND The mission of the WSU Energy Program is to advance environmental and economic well-being by providing unmatched energy services, products, education and information based on world- class research. The WSU Extension Energy Program and the Community Energy Efficiency Pilot Program are supported by funds from the U.S. Department of Energy’s State Energy Program and the American Recovery and Reinvestment Act. 1.3 ARRA BACKGROUND Projects under this Request for Proposal will be funded, in whole or in part, with funds appropriated by the American Recovery and Reinvestment Act of 2009, Pub. L. 111-5, (Recovery Act or Act). The Recovery Act’s purposes are to stimulate the economy and to create and retain jobs. The Act gives preference to activities that can be started and completed expeditiously. Accordingly, special consideration will be given to projects that promote and enhance the objectives of the Act, especially job creation and preservation and economic recovery, in an expeditious manner. Be advised that special terms and conditions may apply to projects funded by the Act relating to: • Reporting, tracking and segregation of incurred costs; • Reporting on job creation and preservation; • Publication of information on the Internet; • Access to records by Inspectors General and the Government Accountability Office; Page 5 of 41 [Revised 5/31/2010 12:43:24 a5/p5]
  • 6. Note: To receive updates and communication on this RFP, you are responsible to visit the WSU Extension Energy Program website (www.energy.wsu.edu) and register via the web submission form. • Prohibition on use of funds for gambling establishments, aquariums, zoos, golf courses or swimming pools; • Ensuring that iron, steel and manufactured goods are produced in the United States; • Ensuring wage rates are comparable to those prevailing on projects of a similar character; • Protecting whistleblowers and requiring prompt referral of evidence of a false claim to an appropriate inspector general; and • Certification and Registration. These special terms and conditions will be based on provisions included in Titles XV and XVI of the Act. The exact terms and conditions will be provided as soon as available. The Office of Management and Budget (OMB) has issued Initial Implementing Guidance for the Recovery Act. See M-09-10, Initial Implementing Guidance for the American Recovery and Reinvestment Act of 2009. OMB will be issuing additional guidance concerning the Act in the near future. Applicants should consult the DOE website, www.energy.gov, the OMB website http://www.whitehouse.gov/omb/, and the Recovery website, www.recovery.gov regularly to keep abreast of guidance and information as it evolves. Recipients of funding appropriated by the Act shall comply with requirements of applicable Federal, State, and local laws, regulations, DOE policy and guidance, and instructions in this RFP, unless relief has been granted by DOE. Recipients shall flow down the requirements of applicable Federal, State and local laws, regulations, DOE policy and guidance, and instructions in this RFP to sub-contractors at any tier to the extent necessary to ensure the recipient’s compliance with the requirements. Be advised that Recovery Act funds can be used in conjunction with other funding sources as necessary to complete projects, but tracking and reporting must be separate to meet the reporting requirements of the Recovery Act and related OMB Guidance. Applicants for projects funded by sources other than the Recovery Act should plan to keep separate records for Recovery Act funds and ensure those records comply with the requirements of the Act. Funding provided through the Recovery Act that is supplemental to an existing grant is one-time funding. 1.4 PROGRAM GOALS AND OBJECTIVES • Provide public education, marketing and outreach to communicate the benefits and value of energy efficiency. • Create a sustainable residential and non-residential energy retrofit industry and workforce. • Expand program service delivery to homeowners with incomes too high to qualify for low-income programs but too low to make major energy efficiency home improvements without assistance. • Implement a whole neighborhood approach. Page 6 of 41 [Revised 5/31/2010 12:43:24 a5/p5]
  • 7. Note: To receive updates and communication on this RFP, you are responsible to visit the WSU Extension Energy Program website (www.energy.wsu.edu) and register via the web submission form. o Using demographic and utility data and information to target and market the program to all of the eligible units – on a neighborhood-by-neighborhood basis. 1.5 SCOPE OF WORK Grant recipients are required to: • Provide assistance for energy audits and energy efficiency improvements to structures in urban neighborhoods. o The objective is to achieve a high rate of participation among building owners within the project area. • Use volunteer support to reach out to potential customers through the use of community- based institutions. • Employ qualified energy auditors and energy efficiency service providers to perform the energy audits using recognized energy efficiency and weatherization services that are cost-effective. • Select and provide oversight of Sub-contractors to perform energy efficiency services. Grant Recipients shall require Sub-contractors to: o Participate in quality control and efficiency trainings; o Use workers trained from workforce training and apprentice programs; o Pay prevailing wages; o Hire from the community in which the program is located; and o Create employment opportunities for veterans, members of the National Guard, and low-income/ disadvantaged populations. • Work with customers to secure financing for their portion of the project, such as, apply for and administer utility funding (where appropriate), public funding, and charitable funding provided for energy audits and retrofits. Our Active Management Approach: WSU will operate with an active management approach focused on your success, program integrity, fiscal transparency, and quality teamwork and collaboration. We reserve the right to require Grant Recipients and/or Sub-contractors to attend trainings and meetings. 1.6 ELIGIBLE APPLICANTS The following are eligible to apply for grant funding under this offering: Washington State Public Sector entities: • Units of General Purpose Local Government • Institutions of Higher Education • Electric or Natural Gas Utilities Page 7 of 41 [Revised 5/31/2010 12:43:24 a5/p5]
  • 8. Note: To receive updates and communication on this RFP, you are responsible to visit the WSU Extension Energy Program website (www.energy.wsu.edu) and register via the web submission form. • Public Service Companies Private entities eligible to conduct business in the State of Washington: • Non-Profit Entities/Organizations • Local Community Action Agencies • Community Service Agencies Other: • Federally Recognized Indian Tribes 1.7 INELIGIBLE APPLICANTS The following are not eligible to apply for grant funding under this offering: • Federal Agencies • State Agencies • Special Purpose Districts • Councils of Government • Ports • Public Education K-12 • For-Profit Businesses • Private Education Institutions • Individual Persons 1.8 AMOUNT OF FUNDS AVAILABLE WSU anticipates funding up to six separate awards, of potentially different amounts, not to exceed the available total program budget of approximately $14 million dollars. Although we would prefer total application budgets to be for a minimum of $1 million dollars (not including match requirements), we will consider funding smaller projects. The budget Proposal is a scored requirement. Overall cost will be a factor in the selection of the Successful Applicant; however, it will not be the only scored aspect of the budget component. Budgets will be scored based on how accurately they reflect the proposed scope of work as well as the total dollar amount of the Proposal. Be sure to budget for adequate staff time and project costs to complete all proposed activities. WSU reserves the right to adjust grant award amounts based on individual project performance and/or balance the amount of funds distributed throughout geographic areas of the state. Successful grant awardees will receive a partial award up front, with subsequent funds released based on performance. 1.9 MATCHING FUNDS Page 8 of 41 [Revised 5/31/2010 12:43:24 a5/p5]
  • 9. Note: To receive updates and communication on this RFP, you are responsible to visit the WSU Extension Energy Program website (www.energy.wsu.edu) and register via the web submission form. The WSU Extension Energy Program is required to give priority to Applicants that can secure a match of at least one dollar for each dollar awarded. Securing matching funds above the minimum dollar for dollar requirement is highly encouraged. The match helps demonstrate: • Broader local support; • A greater likelihood that the effort will be sustainable beyond the life of the SEP ARRA funds; • A greater result of homes and businesses receiving energy efficiency retrofits than would be achieved with ARRA funds alone. Examples of allowable cash and in-kind matching funds: As a general rule when documenting in-kind matching funds, we are looking for activities that can be tied to supporting or conducting direct client service. • Cash donations; • Utility incentives; • In-kind staff time including documented time from major project partners; • In-kind advertising, printing, supplies, etc; • Financial Institution lending to homeowners (supported with a letter of commitment); • Building owner’s portion of the project expense (be aware that for proposal scoring purposes this kind of match is viewed as more speculative than other sources). 1.10 READINESS TO PROCEED All Applicants must be able to sign contracts with WSU no later than December 1, 2009. All SEP funding must be spent no later than January 31, 2012. There is no option to extend the funding. Projects must be able to provide convincing evidence that they are ready to proceed. Applicants must submit a plan with milestones that will demonstrate the project will be completed and funds expended within the timeframe indicated in the RFP. This plan will feature different components depending on the type and location of the project. All Applicants will be required to submit the following components: • Evidence of match/other funding (i.e. letter of credit, letter obligating funding); • Project plan; • Budget/spending plan for SEP funds; • Schedule to show that project will meet deadlines, as specified above; • Evidence of local support. Other documents that may be included: • Business plan; • Feasibility study. Page 9 of 41 [Revised 5/31/2010 12:43:24 a5/p5]
  • 10. Note: To receive updates and communication on this RFP, you are responsible to visit the WSU Extension Energy Program website (www.energy.wsu.edu) and register via the web submission form. 1.11 HOW TO APPLY To apply for this RFP submit the following required components: • Letter of Intent to Apply due August 19, 2009 o See section 3.1 for further details, including submission method. • RFP due September 9, 2009 by 5:00 p.m. o See section 4.1 for further details, including submission method. 1.12 HOW PROJECTS ARE SELECTED An independent review committee will be selected to review, evaluate, and score grant Proposals. Review committee members will assign scores based on their assessment of the quality of the Proposal responses. The review committee members will use no other information in their evaluation and scoring. See Appendix C for the Proposal Evaluation Criteria. The WSU Extension Energy Program Director will make the final selection of projects and award grant amounts based on the evaluation given by the independent review committee. WSU also reserves the right to contact informed third parties including local, state, and federal agencies to assist in the award process. WSU also reserves the right to adjust grant award amounts based on individual project performance and/or balance the amount of funds distributed throughout geographic areas of the state. The RFP Manager will notify the Successful Applicants and provide them with WSU contract/grant agreement. See Appendix E for a sample grant agreement. 1.13 REPORTING REQUIREMENTS The Washington State Legislature requires the Community Energy Efficiency Pilot Program to provide detailed reports based on the following performance metrics: • Estimated/anticipated monetary and energy savings achieved; • Savings-to-investment ratio achieved for customers; • Type, number and wage levels of jobs created or maintained; • Use of pre-apprentice and apprenticeship programs; • Efficiency and speed of delivery of services; and • Number of veterans, members of the National Guard, and individuals of low-income and disadvantaged populations employed by the projects. WSU will require full reports every six months (at a minimum) following the receipt of the grant with the final report submitted 90 days after program completion. WSU will also require monthly status reports to be defined after grants have been awarded. Page 10 of 41 [Revised 5/31/2010 12:43:24 a5/p5]
  • 11. Note: To receive updates and communication on this RFP, you are responsible to visit the WSU Extension Energy Program website (www.energy.wsu.edu) and register via the web submission form. General Information for Applicants 2.1 REQUEST FOR PROPOSAL MANAGER The RFP Manager is the sole point of contact at WSU for this procurement. All communication between the Applicant and WSU upon receipt of this RFP shall be with the RFP Manager or their designee, as follows: Name William Ranes, RFP Manager Mailing P. O. Box 43165, Olympia, WA 98504-3165 Address OR Street Address 905 Plum St SE Bldg 3, Olympia, WA 98504 Fax Number (360) 236-2155 E-Mail Address RanesW@energy.wsu.edu Website www.energy.wsu.edu Any other communication will be considered unofficial and non-binding by WSU. Applicants are to rely on written statements issued by the RFP Manager. Communication directed to parties other than the RFP Manager may result in disqualification. Base your Proposal on the material contained in the RFP and any subsequent amendments. Disregard any draft material you may have received and any oral representations by any party. 2.2 APPLICANT QUESTIONS & WSU ANSWERS In the interest of fairness, all questions regarding this RFP must be in writing (mail, e-mail or fax) and addressed to the RFP Manager. WSU will only answer questions received no later than 3:00 p.m. local time on the date stated in the SCHEDULE. Do not call the RFP Manager to ask questions. Applicants’ questions and WSU’s official written answers to all Applicants will be posted at: www.energy.wsu.edu. 2.3 FACSIMILE, E-MAIL, AND INTERNET COMMUNICATION You may use facsimile (“fax”) or e-mail communication for any communication required in this RFP EXCEPT your formal Proposal. WSU may also communicate with you utilizing the same methods. You may not send your Proposal facsimile or e-mail communication. WSU does not take responsibility for any problems in the facsimile, e-mail, or Internet delivery services, either within or outside WSU. Page 11 of 41 [Revised 5/31/2010 12:43:24 a5/p5]
  • 12. Note: To receive updates and communication on this RFP, you are responsible to visit the WSU Extension Energy Program website (www.energy.wsu.edu) and register via the web submission form. 2.4 LETTER OF INTENT You must send WSU a Letter of Intent to Apply to be eligible to submit a Proposal. Mail, E-mail or Fax your Letter of Intent to the RFP Manager no later than the 3:00 p.m. on the date stated in the SCHEDULE. You must include all of the components listed in Section 3.1. Timely submission of this mandatory document will assure the Applicant that they will receive, through e-mail notification, any RFP amendments, questions and answers, and other correspondence pertinent to this procurement issued by the RFP Manager. Failure to submit a Letter of Intent to Apply shall disqualify the Applicant from further participation in the RFP. 2.5 SUBMISSION OF PROPOSALS Applicants are required to submit six (6) printed copies of their Proposal. One copy must have original signatures all other copies can have photocopied signatures. Submit one (1) electronic copy (PDF) of all required information on a CD-ROM. The Proposal, whether mailed or hand delivered, must arrive at WSU no later than September 9, 2009 by 5:00 p.m. The Proposal is to be sent to the RFP Manager at the address noted in Section 2.1. The envelope should be clearly marked to the attention of the RFP Manager and include the RFP program name. Applicants mailing Proposals should allow normal mail delivery time to ensure timely receipt of their Proposal by the RFP Manager. Applicants assume the risk for the method of delivery chosen. The WSU assumes no responsibility for delays caused by any delivery service. Proposals may not be transmitted using facsimile transmission. Late Proposals will not be accepted and will be automatically disqualified from further consideration. All Proposals and any accompanying documentation become the property of the WSU and will not be returned. 2.6 ELECTRONIC PAYMENT TRANSACTIONS The State of Washington prefers to utilize electronic payment in its transactions. The successful Grant Recipient will be expected to register as a statewide vendor. This allows the Grant Recipient to receive payments from all participating state agencies by direct deposit, the State's preferred method of payment. Forms necessary for registration can be obtained at http://www.ofm.wa.gov/isd/vendors.asp 2.7 PUBLIC DISCLOSURE All Proposals and materials submitted in response to this RFP shall become the property of WSU. With the exception of lists of prospective applicants, all Proposals received shall remain confidential until the contract, if any; resulting from this RFP is signed by WSU and the Grant Recipient. Thereafter, the Proposal shall be deemed public records as defined in RCW 42.56. Page 12 of 41 [Revised 5/31/2010 12:43:24 a5/p5]
  • 13. Note: To receive updates and communication on this RFP, you are responsible to visit the WSU Extension Energy Program website (www.energy.wsu.edu) and register via the web submission form. If a public records request is made for any information in the Proposal that the Applicant claims as proprietary/confidential and exempt from disclosure under the provisions of RCW 42.56, WSU will notify the Applicant of the request and of the date that the records will be released to the requester unless the Applicant obtains a court order preventing disclosure. If the Applicant fails to obtain the court order preventing disclosure, WSU will release the requested information on the date specified. WSU will charge for copying and shipping any copies of materials requested as outlined in RCW 42.56. WSU will not charge a fee for inspection of RFP or contract files but twenty-four (24) hours’ notice to the RFP Manager is required. Address requests for copying or inspecting materials to the RFP Manager named in this RFP. WSU will retain RFP records in accordance with Washington State and WSU Records Retention Schedules. 2.8 PROPRIETARY AND CONFIDENTIAL INFORMATION Clearly mark every page of any portion(s) of your Proposal that contains proprietary/confidential information with the words “PROPRIETARY/CONFIDENTIAL INFORMATION” (in all caps), affixed to the lower right-hand corner of each page. In addition, you must provide a detailed listing (including page numbers) in your Cover Letter of any and all materials so marked. You may not mark the entire Proposal as proprietary or confidential. Proposals, which are marked in such a manner, will be disqualified and removed from consideration. Your cost and management Proposals are not confidential or proprietary. If either is marked as such your Proposal will be disqualified. 2.9 BUY AMERICAN – USE OF AMERICAN IRON, STEEL, AND MANUFACTURED GOODS None of the funds appropriated or otherwise made available by the Recovery Act may be used for a project for the construction, alteration, maintenance, or repair of a public building or public work unless all of the iron, steel, and manufactured goods used in the project are produced in the United States. 2.10 DAVIS-BACON ACT WAGE RATE REQUIREMENTS All laborers and mechanics employed by Grant Recipients and Sub-contractors on projects funded directly by or assisted in whole or in part by and through the Federal Government pursuant to the Recovery Act, shall be paid wages at rates not less than those prevailing on projects of a character similar in the locality as determined by the Secretary of Labor in accordance with subchapter IV of chapter 31 of title 40, United States Code (Davis-Bacon Act). The work performed under contract may also be subject to the State’s prevailing wage laws, Chapter 39.12 RCW. Applicants are advised to consult with WSU and the Washington State Department of Labor and Industries to determine the prevailing wages that must be paid. Page 13 of 41 [Revised 5/31/2010 12:43:24 a5/p5]
  • 14. Note: To receive updates and communication on this RFP, you are responsible to visit the WSU Extension Energy Program website (www.energy.wsu.edu) and register via the web submission form. 2.11 LISTING RECOVERY ACT JOBS WITH THE EMPLOYMENT SECURITY DEPARTMENT All job openings created by the funding recipients for this program must be listed with the WorkSource system (an affiliate of the Employment Security Department) before hiring; all hiring decisions also must be reported to WorkSource. In addition, all Sub-contractors hired by funding recipients also must be required to list jobs and report hiring results to WorkSource. Existing or Sub-contractor employees who are retained using funds from this project also must be reported to WorkSource. WorkSource will pre-screen and refer qualified job candidates for the funding recipient’s or Sub-contractor’s consideration. The funding recipients and Sub- contractors also have the discretion to use other, additional recruitment systems, and retain the right to make all hiring decisions. 2.12 DEFINITIONS FOR THE PURPOSE OF THIS RFP Applicant: Organization submitting a Proposal in order to attain a contract with WSU. See Section 1.6 ELIGIBLE APPLICANTS. ARRA: The American Recovery and Reinvestment Act of 2009. Capacity: Organizational or community knowledge and skills, data, etc. Community-based Organization: Any non-governmental organization. Contractor: Organization with a Proposal accepted has been accepted by the WSU and is awarded a fully executed, written contract. As a successful Grant Recipient you become a Contractor of WSU. Any individual or company you enter into a legal agreement with becomes a Sub-contractor. Customer: Residents, businesses, and building owners. Direct Outreach: The use of door-to-door contact, community events, and other methods of direct interaction with customers to inform them of energy efficiency and weatherization opportunities; and the performance of energy audits. Energy Audits: An assessment of building energy efficiency opportunities, from measures that require very little investment and without any disruption to building operation, normally involving general building operational measures, to low or relatively higher cost investment, such as installing timers to turn off equipment, replacing light bulbs, installing insulation, replacing equipment and appliances with higher efficiency equipment and appliances, and similar measures. The term includes an assessment of alternatives for generation of heat and power from renewable energy resources, including installation of solar water heating and equipment for photovoltaic electricity generation. Page 14 of 41 [Revised 5/31/2010 12:43:24 a5/p5]
  • 15. Note: To receive updates and communication on this RFP, you are responsible to visit the WSU Extension Energy Program website (www.energy.wsu.edu) and register via the web submission form. Energy Efficiency Services: Energy audits, weatherization, energy efficiency retrofits, energy management systems as defined in RCW 39.35.030, and other activities to reduce a customer’s energy consumption, and includes assistance with paperwork, arranging for financing, program design and development, and other post-energy audit assistance and education to help customers meet their energy savings goals. Grant Recipient: Organization with a Proposal accepted by the WSU and is awarded a fully executed, written contract. Infrastructure: Organizational or community policies, procedures, systems, staffing, resources, equipment, etc. OMB: Office of Management and Budget Proposal: A formal written offer submitted in response to this solicitation. SEP: State Energy Program SMART Objective/Outcome: An objective/outcome that is written in a way that is Specific, Measurable, Achievable, Relevant, and Time bound. Sub-contractor: As a successful Grant Recipient you become a Contractor of WSU. Any individual or company you enter into a legal agreement with becomes a Sub-contractor. Urban: For the purpose of this RFP, based on feedback from interested parties, we have defined “urban” as: • First or second-class cities and code cities as defined by RCW Title 35; • Any associated urban growth areas; • Communities within King, Pierce, Snohomish, Kitsap, and Spokane counties. (WSU reserves the right to further modify this definition for the purpose of including communities unintentionally excluded. Weatherization: Making energy and resource conservation and energy efficiency improvements. Work Plan: A detailed action plan developed by the Grant Recipient that includes SMART objectives/outcomes, required and optional activities with tasks and budget for each activity, who will be responsible, method of evaluation and budget. WSU: Washington State University Extension Energy Program Page 15 of 41 [Revised 5/31/2010 12:43:24 a5/p5]
  • 16. Note: To receive updates and communication on this RFP, you are responsible to visit the WSU Extension Energy Program website (www.energy.wsu.edu) and register via the web submission form. Intent to Apply 3.1 LETTER OF INTENT TO APPLY A required letter of Intent to Apply must include the information below and be received no later than August 19, 2009. Information in your letter should be placed in the same order as the following outline: 1. Organization name Proposal contact and title Address E-mail address Telephone number 2. State Business License number (UBI) Federal Tax ID number 3. Brief description of how you meet the Applicant Minimum Requirements. 4. Brief description of the proposed project scope, magnitude, and general geographic location. 5. List of potential partners. 6. Statement of ability and capacity to receive and manage federal funds. 7. A statement certifying that your company, and it’s principals have not been debarred, suspended, proposed for debarment, declared ineligible, are not in the process of being debarred, or are voluntarily excluded by any Federal department or WSU from conducting business with a federal government department or with WSU, or from receiving federal funds. Send your Intent to Apply letter to: Mail: Washington State University Email: RanesW@energy.wsu.edu Extension Energy Program FAX: (360) 236-2155 PO Box 43165 Olympia, Washington 98504-3165 Attn: William Ranes Re: Community Energy Efficiency Pilot Letter of Intent to Apply Page 16 of 41 [Revised 5/31/2010 12:43:24 a5/p5]
  • 17. Note: To receive updates and communication on this RFP, you are responsible to visit the WSU Extension Energy Program website (www.energy.wsu.edu) and register via the web submission form. Proposal Instructions 4.1 APPLICATION DEADLINES • Letter of Intent to Apply due August 19, 2009 o See section 3.1 for further details, including submission method. • RFP due September 9, 2009 by 5:00 p.m. o See section 4.1 for further details, including submission method. 4.2 COMMUNICATION WITH WSU All communications with the State of Washington or Washington State University in regard to this RFP shall be directed, in writing, to the RFP Manager named in the address below: Mail: Washington State University Email: RanesW@energy.wsu.edu Extension Energy Program FAX: (360) 236-2155 PO Box 43165 Olympia, Washington 98504-3165 Attn: William Ranes Re: Community Energy Efficiency Pilot The primary method of communication regarding this RFP will be email. The WSU Extension Energy Program will provide reasonable accommodation for Applicants who need an alternative to email communication. Contact the RFP Manager to make arrangements. Additional information will be posted at the following WSU website: www.energy.wsu.edu. Communications regarding this Request for Proposal with any WSU staff other than the Grant Manager named above may result in disqualification. 4.3 QUESTIONS In the interest of fairness, all questions regarding this RFP must be in writing (mail, e-mail or fax) and addressed to the RFP Manager. WSU will only answer questions received no later than August 25, 2009. Do not call the RFP Manager to ask questions. Applicants’ questions and WSU’s official written answers to all Applicants will be posted at: www.energy.wsu.edu. 4.4 SUBMITTAL OF PROPOSAL Applicants are required to submit six (6) printed copies of their Proposal. One copy must have original signatures; all other copies can have photocopied signatures. Submit one (1) electronic copy (PDF) of all required information on a CD-ROM. The Proposal, whether mailed or hand delivered, must arrive at WSU no later September 9, 2009 by 5:00 p.m. Page 17 of 41 [Revised 5/31/2010 12:43:24 a5/p5]
  • 18. Note: To receive updates and communication on this RFP, you are responsible to visit the WSU Extension Energy Program website (www.energy.wsu.edu) and register via the web submission form. The Proposal is to be sent to the RFP Manager at the address noted in Section 2.1. The envelope should be clearly marked to the attention of the RFP Manager and include the RFP number. Applicants mailing Proposals should allow normal mail delivery time to ensure timely receipt of their Proposals by the RFP Manager. Applicants assume the risk for the method of delivery chosen. The WSU assumes no responsibility for delays caused by any delivery service. Proposals may not be transmitted using facsimile transmission. Late Proposals will not be accepted and will be automatically disqualified from further consideration. All Proposals and any accompanying documentation become the property of the WSU and will not be returned. 4.5 PROPOSAL FORMAT Type your responses using: • Use standard 8.5” x 11” white paper; • One inch margins - (Project Work Plan is an exception to this rule); • Arial or Times New Roman font (not less than 11 point). Your Proposal should also: • State your organization’s name on each page of all copies; • Number pages in consecutive order starting with page 1, Cover Letter; • Type your responses in the same/identical order and numbering sequence as given in the RFP. 4.6 PROPOSAL PAGE LIMITS Narrative: 15 pages Project Work Plan: 5 pages Budget: no page limits Budget Narrative: 7 pages Attachments: no page limits Page 18 of 41 [Revised 5/31/2010 12:43:25 a5/p5]
  • 19. Note: To receive updates and communication on this RFP, you are responsible to visit the WSU Extension Energy Program website (www.energy.wsu.edu) and register via the web submission form. Grant Application Our Active Management Approach: WSU will operate with an active management approach focused on your success, program integrity, fiscal transparency, and quality teamwork and collaboration. We reserve the right to require Grant Recipients and/or Sub-contractors to attend trainings and meetings. 5.1 NARRATIVE Applicants must provide complete, specific and detailed responses to all items in this RFP. Responses should be based on the instructions and material contained solely in this RFP. Applicants should assume the independent grant review committee does not know anything about your organization or the services you provide. Appendix C provides you with the specific components the review committee will use when scoring and evaluating your Proposal. When writing your Narrative, please address the following categories and area: 1. Management Capability of the Applicant Organization • Describe your experience in residential or commercial energy efficiency/weatherization. • Describe your experience in community organizing and/or mobilization. 2. Statement of Need and Target Population • Provide the logic and procedures that will be used to identify homes and/or commercial properties you intend to provide services to. 3. Project Design, Goals and Objectives • Describe your project’s design and implementation, including adherence to relevant guidelines, specifications, and best practices by public/private utilities and/or the Department of Community Trade and Economic Development’s (CTED) Low-Income Weatherization Assistance Program. Note: your project does not need to follow the low-income requirements set forth by the CTED Weatherization Assistance Program. 4. Identified Strategies to Accomplish the Objectives • Provide an estimate of the number of homes/businesses you plan on impacting. Be sure to include the logic used to develop this estimation. • Describe your plan to coordinate efforts between your project and your area’s Low- Income Weatherization Assistance provider (see Appendix F for a list of local providers). • Describe your project’s quality control procedures, particularly as they relate to work performed by Sub-contractors. • Describe your plan to adequately train all staff and Sub-contractors. This may include, but not be limited to, purchasing training from WSU, Utilities, Local Community Action Agencies, or other qualified organizations. Page 19 of 41 [Revised 5/31/2010 12:43:25 a5/p5]
  • 20. Note: To receive updates and communication on this RFP, you are responsible to visit the WSU Extension Energy Program website (www.energy.wsu.edu) and register via the web submission form. • Describe established and anticipated partners and collaborators that will help you successfully implement this project. Include, as attachments, letters of commitment from these partners. 5. Evaluation Potential • Describe your ability to meet the following legislative reporting requirements: o Monetary and energy savings achieved; o Savings-to-investment ratio achieved for customers; o Type, number and wage levels of jobs created or maintained; o Use of pre-apprentice and apprenticeship programs; o Efficiency and speed of delivery of services; and o Number of veterans, members of the National Guard, and individuals of low- income and disadvantaged populations employed by the projects. • Note: Additional reporting requirements will be released as they are developed. 6. Dispute Resolution Policies and Procedures • Describe your project’s policies, procedures, and best practices as they relate to dispute resolution between your organization, potential Sub-contractors, and home/business owners receiving services. 7. Matching Funds and Project Sustainability • Describe any all sources of matching funds (cash and in-kind). o Include letters of commitment from proposed matching sources. o Include assumptions and logic pertaining to long-term sustainability. • Building owner’s portion of the project expense may be use to demonstrate match, however be aware that for proposal scoring purposes this kind of match is viewed as more speculative than other sources. 5.2 PROJECT WORK PLAN The Applicant is required to provide a Work Plan Table to summarize project goals, objectives, and strategies. Work Plan Table headings are given below: Goal Objective Strategies (Activities) Timeline for Evaluation Person(s)Responsible to Meet the Objective Accomplishing Components and/or Strategy Partner Organization(s) Strategy 1 Strategy 2 Strategy 3 The Project Work Plan table is best designed in a landscape format. It can be referenced in the narrative and presented as an attachment within your Proposal. Page 20 of 41 [Revised 5/31/2010 12:43:25 a5/p5]
  • 21. Note: To receive updates and communication on this RFP, you are responsible to visit the WSU Extension Energy Program website (www.energy.wsu.edu) and register via the web submission form. 5.3 BUDGET The Applicant is required to provide a detailed budget in support of all project costs, subdivided by activity costs. Please utilize the budget forms provided in connection with this RFP. They can be found by visiting the Community Energy Efficiency Pilot Program’s website located at www.energy.wsu.edu. All program activities and costs must be conducted in compliance with all applicable Federal laws, rules, regulations including Civil Rights and OMB circulars governing cost issues. 5.4 BUDGET NARRATIVE Provide a detailed Budget Narrative of all project expenses supporting those listed on the Project Budget Spreadsheet. In addition, the Budget Narrative must detail anticipated sources of matching funds (monetary and/or in-kind support) for the proposed intervention. Use the following format to provide detail on all key paid project personnel. Please do not design this table in landscape format. The table should be included in the Budget Narrative. Position Title Project Manager Employee Name Name or “Vacant” Position Description Base Salary Project FTE% Federal Funds Matching Total Project Funds Salary $40,000 .75 $15,000 $15,000 $30,000 Total Federal Funds: Total Matching Funds: Total Personnel Cost: 5.5 REQUIRED ATTACHMENTS • Three letters of reference/support from previous and/or current partners. • Organization chart including present staff and possible implementation staff (must include reporting relationships and areas of responsibility). • Letters of commitment from anticipated partners and collaborators as described in your Proposal Narrative. • Current resume for all key paid project personnel. • Appendix A – Project Summary. • Appendix B – Assurances and Certifications. Page 21 of 41 [Revised 5/31/2010 12:43:25 a5/p5]
  • 22. Community Energy Efficiency Pilot Program APPENDIX A – PROJECT SUMMARY 1. Applicant Name:       Phone:       Type of Applicant:       Fax:       Address - Mail:       Fed Tax ID:       Address - Street:       County:       City, Zip:       SWV Number:       Email:       DUNS Number:       2. Contact Person:       Title:       Address - Mail:       Phone:       Address - Street:       Fax:       City, Zip:             Email:             3. Sub-Contractor:       Title:       Contact Person:       Phone:       Address - Mail:       Fax:       Address - Street:       Organization       City, Zip:             Email:             4. Consultant:       Phone:       Address:       Fax:       City, Zip:       Email:       5. Fiscal Year: From:       To:       6. State Legislative District:       Congressional District:       7. Brief Project Description: 9. Project SEP Loan Amount $       Budget: SEP Grant Amount $       Other Federal Recovery $       Other Federal (non-Recovery) $       State $       Local Public $       Private $       TOTAL $       Page 22 of 41 [Revised 5/31/2010 12:43:25 a5/p5]
  • 23. Community Energy Efficiency Pilot Program APPENDIX B – REQUIRED ASSURANCES To assure compliance with policies described in this Request for Proposal, all Applicants must include the following assurances. Mark your response for each assurance with an “X.” Yes No 1. The investment of American Recovery and Reinvestment Act funds for this project is an appropriate use of taxpayer dollars and I commit to adhere to the laws and regulations governing the State Energy Program. 2. The Grant Recipient is accountable for work conducted under this RFP including work conducted by Sub-contractors and agrees to provide adequate oversight to any and all Sub-contractors. The Grant Recipient is fiscally responsible for activities funded with AARA funds and is liable for repayment of unallowable costs. 3. Grant Recipient, Sub-contractors and all providing direct-client services possess adequate liability insurance protecting the home/property owner, WSU, and the State of Washington. 4. Documentation of local project costs, payments and donations for approved activities are maintained and will be available for WSU or Federal review and audit. 5. Program activities are conducted in compliance with all applicable Federal laws, rules, regulations including Civil Rights and OMB circulars governing cost issues. 6. Program activities do not supplant existing weatherization activities, and where operating in conjunction with existing programs, enhance and supplement them. 7. Program activities are reasonable and necessary to accomplish the objectives of the Community Energy Efficiency Pilot Program. 8. All materials developed or printed with SEP ARRA funds include the appropriate non-discrimination statement, and credit ARRA as a funding source. Assurances and Certification of Chief Administrative Official The investment of American Recovery and Reinvestment Act (ARRA) funds for this project/program is an appropriate use of taxpayer dollars and I commit to adhere to the laws and regulations governing the State Energy Program and the Community Energy Efficiency Pilot Program. Name of Organization: Authorizing Signature Date Printed Name Position or Title Page 23 of 41 [Revised 5/31/2010 12:43:25 a5/p5]
  • 24. Community Energy Efficiency Pilot Program APPENDIX C – PROPOSAL EVALUATION CRITERIA 1. Management Capability of the Applicant Organization. 15 points The Applicant must provide information that demonstrates a minimum of two years of experience (by the Applicant or major collaborative partner) implementing activities in each of the following focus areas: a. Community Organizing and/or Mobilization b. Residential or Commercial Energy Efficiency/Weatherization Activities The Applicant must demonstrate familiarity with and proven success (by Applicant or major collaborative partner) by describing similar projects or interventions recently conducted. If the organization is a larger institution or umbrella organization, please provide information on the program or entity responsible for the proposed project. Include whether the program or entity has autonomy to manage the project. • Does the Applicant provide a complete description of the administrative and organizational structure of the organization, and how those resources will be used in the proposed project? • Does the Applicant organization document experience and a history of competence and success in the proposed program area(s) or similar projects/activities? • Has the Applicant organization worked successfully with the target population(s) identified in the Proposal? Were measures of “success” appropriate and clearly described? • Do key personnel have the necessary training and experience to implement the proposed project? • Does the Applicant describe their organizational readiness and ability to implement the proposed project immediately upon funding? • Has the Applicant the capacity to spend awarded funds? • Does the Applicant have experience with data collection and program evaluation? Page 24 of 41 [Revised 5/31/2010 12:43:25 a5/p5]
  • 25. Community Energy Efficiency Pilot Program 2. Statement of Need and Target Population. 5 Points The Applicant must describe the need that is specific to the community and area that the project will serve. The Applicant must describe the target population in detail. If the proposed project includes partnership with an outside organization, they must describe the organization, the types of services provided, the organization’s target population, and any existing collaborative activities between the Applicant and the organization. a. Is the target population clearly defined and comprehensively described? b. Does the proposed project address a clear need in the target population that is not being addressed by other existing programs? c. What data was used to identify and describe the need (recent needs assessment, etc.)? 3. Project Design, Goals and Objectives. 20 Points The Applicant must describe their project’s design and implementation. They must state the goal(s) of the proposed project. Goals must be a broad scope of what the Applicant hopes to accomplish. Applicants may state as many objectives as needed to meet the goal, however objectives should be limited to a number that can be realistically achieved within the project period. Objectives must describe who, what, where, when, and how. Objectives should conform to the “SMART” model: they should be Specific; Measurable; Achievable; Relevant/Realistic; and Time-oriented. They must quantify the number of people to be reached through the objective. a. Are the proposed goals and objectives consistent with what the RFP is requesting? b. Are a realistic number of objectives proposed given the project timeline and available resources? c. Are the objectives “SMART”? (Specific, Measurable, Attainable, Relevant/Realistic, and Time-specific) d. Do the activities described by the Applicant organization reflect a complete work plan? e. Are the objectives relevant to the goal? Page 25 of 41 [Revised 5/31/2010 12:43:25 a5/p5]
  • 26. Community Energy Efficiency Pilot Program 4. Identified Strategies to Accomplish the Objectives. 20 Points Strategies must be tied to each objective. They must describe how and when the specific objective will be accomplished. All proposed interventions should be described in detail in this section. a. Are the strategies described in sufficient detail and make clear: • What the strategy is, and how many people/facilities it will reach? • Who is responsible for performing the activities involved? • Where, when, and how the strategies will be implemented? b. Are the strategies compatible with the target populations’ needs? c. Does the Applicant organization describe and propose use of existing tools, guidelines, specifications, and best practices (Utilities, CTED, etc.)? d. Does the Proposal include targeted strategies for reaching the intended population? e. Does the Proposal include strategies and time for relationship building with the target community, if necessary? f. Do the Identified Strategies to Accomplish the Objectives: o Provide an estimate of the number of homes/businesses you plan on impacting. Be sure to include the logic used to develop this estimation. o Describe your plan to coordinate efforts between your project and your area’s Low-Income Weatherization Assistance provider (see Appendix F for a list of local providers). o Describe your project’s quality control procedures, particularly as they relate to work performed by Sub-contractors. o Describe your plan to adequately train all staff and Sub-contractors. This may include, but not be limited to, purchasing training from WSU, Utilities, Local Community Action Agencies, or other qualified organizations. g. Describe all potential collaborators and partnerships. If the project relies on active participation of an outside partner, include evidence that demonstrates the partner’s ability and willingness to participate in the project. o Does the Proposal provide clear evidence of relevant partnership(s), and/or enhanced resources? o Does the Applicant organization clearly describe how partners and enhanced resources will contribute to the proposed project? o Does the Proposal include letters of support and letters of commitment from proposed community collaborators to demonstrate established relationship and commitment to the project? Page 26 of 41 [Revised 5/31/2010 12:43:25 a5/p5]
  • 27. Community Energy Efficiency Pilot Program 5. Evaluation Potential. 10 Points This section must demonstrate the Applicant’s grasp of evaluation concepts. Describe how you realistically intend to measure the effectiveness of this project in meeting its intended goals and objectives. Evaluation methods will be evidence-based and must be able to produce data that other similar programs can use. Applicant must demonstrate readiness to partner as necessary with WSU and others to refine project activities for the purpose of evaluation, and to design and conduct evaluation activities. Evaluation data sources should be included, and citations provided where appropriate. a. Does the Proposal clearly identify the desired outcomes and describe how they can be measured within the given timeframe to provide useful data? b. Does the Proposal include suggested measures to evaluate the proposed project’s implementation and effectiveness? c. Does the Applicant organization include a summary of anticipated data collection methods and techniques? d. Does the Applicant organization clearly state their understanding and readiness to partner with WSU (and others as needed) for the design, implementation, analysis, and reporting of evaluation activities? 6. Dispute Resolution Policies and Procedures. 5 Points The Applicant must describe in detail their project’s policies, procedures, and best practices as they relate to dispute resolution between their organization, potential Sub- contractors, and home/property owners receiving services. 7. Matching Funds and Project Sustainability. 15 Points This section must describe any all sources of matching funds (cash and in-kind). a. Does the Proposal provide clear evidence of potential matching funds? b. Does the Applicant organization clearly describe how enhanced resources will contribute to the proposed project? c. Does the Proposal include letters of support and/or letters of commitment from proposed matching sources? Page 27 of 41 [Revised 5/31/2010 12:43:25 a5/p5]
  • 28. Community Energy Efficiency Pilot Program d. Does the Proposal include assumptions and logic pertaining to long-term sustainability? 8. Project Work Plan 10 Points The Applicant is required to provide a Work Plan Table to summarize project goals, objectives, and strategies. Work Plan Table headings are stated below: Goal Objective Strategies (Activities) to Timeline for Evaluation Person(s)Responsible Meet the Objective Accomplishing Components and/or Strategy Partner Organization(s) Strategy 1 Strategy 2 Strategy 3 The table is best designed in a landscape format. It can be referenced in the narrative and presented as an attachment within the Proposal. 9. Proposed Budget. 15 Points The Applicant must provide a detailed budget in support of your proposed project. In addition, the budget must detail the Applicant’s anticipated sources of matching funds (monetary and/or in-kind support) for the proposed intervention. a. Is the budget clear and concise? Are all budget items clearly tied to the proposed activities and the goals and objectives of the project? b. Is the budget reasonable and realistic? Does it include sufficient staff time? c. Does the Applicant organization indicate a potential source of funds for long-term program sustainability if it is found to be effective? Long-term sustainability is not required but Proposals that address program sustainability upon demonstrated effectiveness may have an advantage over Proposals that do not address sustainability. The Applicant must use the following format to provide detail on all key paid project personnel. Please do not design this table in landscape format. The table should be included in the Budget Narrative. Position Title Project Manager Employee Name Name or “Vacant” Position Description Base Salary Project FTE% Federal Funds Matching Funds Total Project Salary $40,000 .75 $15,000 $15,000 $30,000 Page 28 of 41 [Revised 5/31/2010 12:43:25 a5/p5]
  • 29. Community Energy Efficiency Pilot Program Page 29 of 41 [Revised 5/31/2010 12:43:25 a5/p5]
  • 30. Community Energy Efficiency Pilot Program APPENDIX D – PROPOSAL SCORING FORM This sample is provided for informational purposes only to show an example of how a Grant Review Committee member could summarize the score from a Proposal. No response is required. Name of Applicant: Name of Reviewer Review Date: Total Reviewer Proposal Section Possible Scored Comments Points Points 1. Management and Capability 15 2. Statement of Need and Target 5 Population 3. Project Design, Goals and 20 Objectives 4. Strategies to Accomplish the 20 Objectives 5. Evaluation Potential 10 6. Dispute Resolution 5 7. Matching Funds and Project 15 Sustainability 8. Project Work Plan 10 9. Proposed Budget 15 Grand Total 115 Page 30 of 41 [Revised 5/31/2010 12:43:25 a5/p5]
  • 31. Community Energy Efficiency Pilot Program APPENDIX E – EXAMPLE GRANT AGREEMENT This document is still under development; however a DRAFT version may be downloaded from the Community Energy Efficiency Pilot Program’s website found at www.energy.wsu.edu. Page 31 of 41 [Revised 5/31/2010 12:43:25 a5/p5]
  • 32. APPENDIX F – LIST OF LOCAL WEATHERIZATION ASSISTANCE PROVIDERS NOTE: There is more than one agency contact for each county or area. WASHINGTON STATE LOCAL AGENCY EXECUTIVE DIRECTORS AND SERVICE AREA 401 Benton-Franklin Community Action Committee Judith Gidley, Executive Director 720 West Court Street Pasco, Washington 99301-4178 509/545-4042 - FAX 509/544-9691 E-mail: jgidley@bfcac.org (Benton and Franklin Counties) Congressional District 4 402 Blue Mountain Action Council Steve Moss, Executive Director 342 Catherine Street Walla Walla, Washington 99362-3057 509/529-4980 - FAX 509/529-4985 E-mail: stevenm@bmacww.org (Columbia, Garfield, & Walla Walla Counties) Congressional District 5 403 Chelan-Douglas Community Action Council Bob Soule, Executive Director 620 Lewis Street Wenatchee, Washington 98801-3435 509/662-6156 ext 224 - FAX 509/662-1737 E-mail: bobs@cdcac.org (Chelan and Douglas Counties) Congressional District 4 404 City of Seattle Office of Housing – HomeWise Program Adrienne Quinn, Director of Housing PO Box 94725 Seattle, Washington 98124-4725 206/684-0721 FAX 206/621-5024 E-mail: Adrienne.quinn@seattle.gov Physical Address: 700 Fifth Avenue, Suite 5700 (City of Seattle only) Congressional Districts 1 & 7 406 Clark County Dept of Community Services Vanessa Gaston, Executive Director PO Box 5000 Vancouver, Washington 98666-5000 360/397-2130 ext 7821 - FAX 360/397-6028 E-mail: vanessa.gaston@clark.wa.gov Physical Address: 1601 East Fourth Plain Blvd, Bldg. 17, Suite C214, 98661 (Clark County) Congressional District 3 Page 32 of 41 [Revised 5/31/2010 12:43:25 a5/p5]
  • 33. APPENDIX F – LIST OF LOCAL WEATHERIZATION ASSISTANCE PROVIDERS 407 Coastal Community Action Program R.Troy Colley, Executive Director 117 East Third Aberdeen, Washington 98520-0304 360/533-5100 ext 116 - FAX 360/532-4623 E-mail: troyc@coastalcap.org (Grays Harbor and Pacific Counties) Congressional Districts 3 & 6 409 Community Action Center of Whitman County Kim Donohue, Interim Executive Director 350 SE Fairmont Road Pullman, Washington 99163-5500 509/334-9147 - FAX 509/334-9105 E-mail: kimd@cacwhitman.com (Whitman County) Congressional District 5 410 Community Action Council of Lewis, Mason, and Thurston Counties John Walsh, Executive Director 420 Golf Club Road SE #100 Lacey, Washington 98503 360/438-1100 - FAX 360/491-7729 E-mail: cacadmin@olywa.net (Lewis, Mason, and Thurston Counties) Congressional Districts 3, 6 & 9 408 Community Action Partnership Lisa Stoddard, Executive Director 124 New 6th Street Lewiston, Idaho 83501 208/746-3351 - FAX 208/746-5456 E-mail: l.stoddard@cap4action.org (Asotin County) Congressional District 5 415 HopeSource Susan Grindle, Executive Director PO Box 680 Ellensburg, Washington 98926 509/925-1448 - FAX 509/925-1204 E-mail: skgrindle@hopesource.us Physical Address: 601 West 5th Avenue (Kittitas County) Congressional District 4 412 Housing Authority of Skagit County Gustavo Ramos, Executive Director 1650 Port Drive Burlington, Washington 98233 360/428-1959 - FAX 360/424-6005 E-mail: gramos@skagitcountyha.org (Skagit County) Congressional District 2 Page 33 of 41 [Revised 5/31/2010 12:43:25 a5/p5]
  • 34. APPENDIX F – LIST OF LOCAL WEATHERIZATION ASSISTANCE PROVIDERS 413 King County Housing Authority Steve Norman, Executive Director 600 Andover Park West Tukwila, Washington 98188-2534 206/574-1100 - FAX 206/574-1104 E-mail: stephenn@kcha.org (All of King County except City of Seattle) Congressional Districts 1, 7, 8 & 9 414 Kitsap Community Resources Larry Eyer, Executive Director 845 Eighth Street Bremerton, Washington 98337-1517 360/473-2000 - FAX 360/415-2706 E-mail: larrye@kcr.org (Kitsap County) Congressional District 6 417 Lower Columbia Community Action Council Ilona Kerby, Executive Director 1526 Commerce Avenue Longview, Washington 98632-0173 360/425-3430 - FAX 360/425-6657 E-mail: ilonak@lccac.org (Cowlitz and Wahkiakum Counties) Congressional District 3 418 Metropolitan Development Council J. Linsey Hinand, Executive Director 721 Fawcett Avenue South, Suite # 201 Tacoma, Washington 98402-5503 253/597-6710 - FAX 253/593-2400 E-mail: jlhinand@mdc-tacoma.org (City of Tacoma only) Congressional District 6 411 North Columbia Community Action Council Kenneth C. Sterner, Executive Director 903 West Third Ave Moses Lake, Washington 98837-0114 509/765-9206 ext 246 - FAX 509/765-9619 E-mail: ksterner@nccac.net (Adams, Grant, and Lincoln Counties) Congressional Districts 4 & 5 420 Okanogan County Community Action Council Lael Duncan Executive Director PO Box 1067 Okanogan, Washington 98840-1067 509/422-4041 - FAX 509/826-7339 E-mail: laeld@occac.com Physical Address: 424 South Second Avenue (Okanogan County) Congressional District 4 Page 34 of 41 [Revised 5/31/2010 12:43:25 a5/p5]
  • 35. APPENDIX F – LIST OF LOCAL WEATHERIZATION ASSISTANCE PROVIDERS 405 Olympic Community Action Programs Tim Hockett, Executive Director 803 West Park Avenue Port Townsend, Washington 98368 360/385-2571- FAX 360/385-5185 E-mail: thockett@olycap.org (Clallam and Jefferson Counties) Congressional District 6 426 Opportunities Industrialization Center of Washington Henry Beauchamp, Executive Director 815 Fruitvale Boulevard Yakima, Washington 98902-1467 509/457-2905 - FAX 509/575-0482 E-mail: hbeauchamp@yvoic.org (All of Yakima County North of Union Gap) Congressional District 4 421 Pierce County Community Action Programs Tom Hilyard, Executive Director 3602 Pacific Avenue, Suite 200 Tacoma, Washington 98418-7920 253/798-7033 - FAX 253/798-6604 E-mail: thilyar@co.pierce.wa.us (All of Pierce County, except City of Tacoma) Congressional Districts 6, 8 & 9 419 Rural Resources Community Action Barry Lamont, Executive Director 956 South Main, Suite A Colville, Washington 99114 509/684-8421 - FAX 509/684-4740 E-mail: blamont@ruralresources.org (Ferry, Pend Oreille, and Stevens Counties) Congressional District 5 422 Snohomish County Human Services Dept Kenneth Stark, Executive Director Marty Arellano, Manager 3000 Rockefeller Avenue - MS 305 Everett, Washington 98201-3511 425/388-7204 - FAX 425/754-1637 E-mail: ken.stark@snoco.org (Snohomish County) Congressional District 2 423 Spokane Neighborhood Action Partners Larry Stuckart, Executive Director 2116 East First Avenue Spokane, Washington 99202-3146 509/456-7111 ext 227 - FAX 509/534-5874 E-mail: stuckart@snapwa.org (Spokane County) Congressional District 5 Page 35 of 41 [Revised 5/31/2010 12:43:25 a5/p5]
  • 36. APPENDIX F – LIST OF LOCAL WEATHERIZATION ASSISTANCE PROVIDERS 424 The Opportunity Council Dave Finet, Executive Director 1111 Cornwall Ave, Suite C Bellingham, Washington 98225 360/734-5121 ext 346 - FAX 360/ 671-0541 E-mail: dave_finet@oppco.org (Island, San Juan, and Whatcom Counties) Congressional District 2 416 Washington Gorge Action Programs Linda Schneider, Executive Director 1250 East Steuben Bingen, Washington 98605 509/493-3954 ext 210 - FAX 509/493-4430 E-mail: linda@wgap.ws (Klickitat and Skamania Counties) Congressional District 3 & 4 425 Yakima Valley Farm Workers Clinic Juan Carlos Olivares, Executive Director PO Box 190 Toppenish, Washington 98948-0190 509/865-5898 - FAX 509/865-4337 E-mail: carloso@yvfwc.org (All of Yakima County South of Union Gap) Congressional District 4 Physical Address: 518 West First Avenue (Northwest Community Action Center) Marcy McDonald, Interim Program Director PO Box 831 Toppenish, Washington 98948-0831 509/865-7630 ext 206 - FAX 509/865-5116 E-mail: marcym@ncactopp.org Physical Address: 706 Rentschler Lane (All of Yakima County South of Union Gap) Congressional District 4 LOCAL AGENCY WEATHERIZATION COORDINATORS AND SERVICE AREA 401 Benton-Franklin Community Action Committee Dave Odom, Weatherization Program Director 720 West Court Street Pasco, Washington 99301-4178 509/545-4042 ext 215 - FAX 509/545-1449 E-mail: dodom@bfcac.org (Benton and Franklin Counties) Congressional District 4 Page 36 of 41 [Revised 5/31/2010 12:43:25 a5/p5]
  • 37. APPENDIX F – LIST OF LOCAL WEATHERIZATION ASSISTANCE PROVIDERS 402 Blue Mountain Action Council Ted Koehler, Housing Program Director 342 Catherine Street Walla Walla, Washington 99362-3057 509/529-4980 ext 120 - FAX 509/529-4985 E-mail: tedk@bmacww.org (Columbia, Garfield, & Walla Walla Counties) Congressional District 5 403 Chelan-Douglas Community Action Council Dani Zane, Weatherization Coordinator 620 Lewis Street Wenatchee, Washington 98801-3435 509/662-6156 ext 245 - FAX 509/662-1737 E-mail: daniz@cdcac.org (Chelan and Douglas Counties) Congressional District 4 404 City of Seattle Office of Housing – HomeWise Program John Flynn, HomeWise Program Manager PO Box 94725 Seattle, Washington 98124-4725 206/684-0354 - FAX 206/233-7119 E-mail: john.flynn@seattle.gov Physical Address: 700 Fifth Avenue, Suite 5700 (City of Seattle only) Congressional Districts 1 & 7 406 Clark County Dept of Community Services Tif Rock, Weatherization Coordinator PO Box 5000 Vancouver, Washington 98666-5000 360/397-2075 ext 7809 - FAX 360/397-6033 E-mail: tif.rock@clark.wa.gov Physical Address: 1601 East Fourth Plain Blvd, Bldg. 17, Suite C214, 98661 (Clark County) Congressional District 3 407 Coastal Community Action Program Debbie Sutherby, Weatherization Coordinator 117 East Third Aberdeen, Washington 98520-0304 360/533-5100 ext 112 - FAX 360/532-4623 E-mail: debbies@coastalcap.org (Grays Harbor and Pacific Counties) Congressional Districts 3 & 6 409 Community Action Center of Whitman County Dale Miller, Housing Coordinator 350 SE Fairmont Road Pullman, Washington 99163-5500 509/334-9147 - FAX 509/334-9105 E-mail: dalem@cacwhitman.com (Whitman County) Congressional District 5 Page 37 of 41 [Revised 5/31/2010 12:43:25 a5/p5]
  • 38. APPENDIX F – LIST OF LOCAL WEATHERIZATION ASSISTANCE PROVIDERS 410 Community Action Council of Lewis, Mason, and Thurston Counties Dale Lewis, Weatherization Coordinator 420 Golf Club Road SE #100 Lacey, Washington 98503 360/438-1100 ext 1120 - FAX 360/491-7729 E-mail: dalel@caclmt.org (Lewis, Mason, and Thurston Counties) Congressional Districts 3, 6 & 9 408 Community Action Partnership Larry Stamper, Weatherization Coordinator 124 New 6th Street Lewiston, Idaho 83501 208/746-3351ext 230 - FAX 208/746-5456 E-mail: l.stamper@cap4action.org (Asotin County) Congressional District 5 415 HopeSource Geoff Crump, Weatherization Coordinator PO Box 680 Ellensburg, Washington 98926 509/925-1448 - FAX 509/925-1204 E-mail: gcrump@hopesource.us Physical Address: 601 West 5th Avenue (Kittitas County) Congressional District 4 412 Housing Authority of Skagit County John Day, Weatherization Coordinator 1650 Port Drive Burlington, Washington 98233 360/856-1223 - FAX 360/856-1226 E-mail: jday@skagitcountyha.org (Skagit County) Congressional District 2 413 King County Housing Authority Nikki Parrott, Director Housing Rep & Wx 5200 Southcenter Blvd, Suite 280 Tukwila, Washington 98188-3326 206/214-1250 - FAX 206/357-2446 E-mail: nikkip@kcha.org (All of King County except City of Seattle) Congressional Districts 1, 7, 8 & 9 414 Kitsap Community Resources Darlene Norris-Cook, Dir of Hsg/Community Svcs 1201 Park Avenue Bremerton, Washington 98337-1760 360/473-2027- FAX 360/792-8708 E-mail: darlenenc@kcr.org (Kitsap County) Congressional District 6 Page 38 of 41 [Revised 5/31/2010 12:43:25 a5/p5]
  • 39. APPENDIX F – LIST OF LOCAL WEATHERIZATION ASSISTANCE PROVIDERS 417 Lower Columbia Community Action Council Sheila Girt, Energy & Housing Services Director 1526 Commerce Avenue Longview, Washington 98632-0173 360/425-3430 ext 220 - FAX 360/425-6657 E-mail: sheilag@lccac.org (Cowlitz and Wahkiakum Counties) Congressional District 3 418 Metropolitan Development Council Samphas Phok, Weatherization Coordinator 721 Fawcett Avenue South, Suite # 201 Tacoma, Washington 98402-5503 253/593-2336 - FAX 253/597-6700 E-mail: phok@mdc-tacoma.org (City of Tacoma only) Congressional District 6 411 North Columbia Community Action Council Carolyn Schell, Director, Energy/Wx Dept 903 West Third Ave Moses Lake, Washington 98837-0114 509/765-9243 ext 235 - FAX 509/764-0346 E-mail: cschell@nccac.net (Adams, Grant, and Lincoln Counties) Congressional Districts 4 & 5 420 Okanogan County Community Action Council Ron Whiteside, Housing Program Manager PO Box 1067 Okanogan, Washington 98840-1067 509/422-4041 - FAX 509/826-7339 E-mail: ronw@occac.com Physical Address: 424 South Second Avenue (Okanogan County) Congressional District 4 405 Olympic Community Action Programs Dan DiGuilio, Director of Housing Improvement 502 West 8th Street Port Angeles, Washington 98363 360/452-9440 ext 6602 - FAX 360/452-3987 E-mail: ddiguilio@olycap.org (Clallam and Jefferson Counties) Congressional District 6 426 Opportunities Industrialization Center of Washington Chris Link, Housing Director 815 Fruitvale Boulevard Yakima, Washington 98902-1467 509/452-2235 - FAX 509/452-2826 E-mail: arthurlink@aol.com Physical Address for Chris Link: 1419 Hathaway (All of Yakima County North of Union Gap) Congressional District 4 Page 39 of 41 [Revised 5/31/2010 12:43:25 a5/p5]
  • 40. APPENDIX F – LIST OF LOCAL WEATHERIZATION ASSISTANCE PROVIDERS 421 Pierce County Community Action Programs Sherry Martin, Weatherization Coordinator 3602 Pacific Avenue, Suite 200 Tacoma, Washington 98418-7920 253/798-3835 - FAX 253/798-2817 E-mail: smarti1@co.pierce.wa.us (All of Pierce County except City of Tacoma) Congressional Districts 6, 8 &9 419 Rural Resources Community Action John Hill, Housing Program Director 956 South Main, Suite A Colville, Washington 99114 509/684-8421ext 6055 - FAX 509/684-4740 E-mail: jhill@ruralresources.org (Ferry, Pend Oreille, and Stevens Counties) Congressional District 5 422 Snohomish County Human Services Department Bill Beuscher, Program Manager 3000 Rockefeller Avenue – MS 305 Everett, Washington 98201-3511 425/388-7202 - FAX 425/388-7311 E-mail: bill.beuscher@snoco.org (Snohomish County) Congressional District 2 423 Spokane Neighborhood Action Partners Chris Davis, Housing Improvements Director 212 West Second Avenue Spokane, Washington 99201-3606 509/744-3370 ext 208 - FAX 509/744-3374 E-mail: cdavis@snapwa.org (Spokane County) Congressional District 5 424 The Opportunity Council Kyle White, Housing Programs Manager 1322 North State Street Bellingham, Washington 98225 360/733-6559 ext 111 - FAX 360/671-2753 E-mail: kyle_white@oppco.org (Island, San Juan, and Whatcom Counties) Congressional District 2 416 Washington Gorge Action Programs Ken Bergin, Program Coordinator 1250 East Steuben Bingen, Washington 98605 509/493-2662 ext 203 - FAX 509/493-4430 E-mail: ken@wgap.ws (Klickitat and Skamania Counties) Congressional Districts 3 & 4 Page 40 of 41 [Revised 5/31/2010 12:43:25 a5/p5]
  • 41. APPENDIX F – LIST OF LOCAL WEATHERIZATION ASSISTANCE PROVIDERS 425 Yakima Valley Farm Workers Clinic (Northwest Community Action Center) Marcy McDonald, Wx Prog & Financial Coordinator Post Office Box 831 Toppenish, Washington 98948-0831 509/865-7630 ext 206 - FAX 509/865-5116 E-mail: marcym@ncactopp.org Physical Address: 706 Rentschler Lane (All of Yakima County South of Union Gap) Congressional District 4 Page 41 of 41 [Revised 5/31/2010 12:43:25 a5/p5]