12
Office of the City Manager
CONSENT CALENDAR
March 23, 2010
To:
Honorable Mayor and Members of the City Council
From:
Phil Kamlarz, City Manager
Submitted by: Dan Marks, Director, Planning and Development Department
Subject:
Contract: Rising Sun Energy Center Energy Services Program
RECOMMENDATION
Adopt a Resolution waiving competitive solicitation and authorizing the City Manager to
execute a contract with Rising Sun Energy Center to perform energy efficiency testing
and improvements to homes owned by moderate income residents of the City of
Berkeley for a total amount not to exceed $157,500 for the period of April 1, 2010
through August 31, 2012.
SUMMARY
The City has received an award of $1,013,500 in an Energy Efficiency Community Block
Grant (EECBG) from the U.S. Department of Energy (DOE) to implement the Berkeley
Energy Initiative (BEI), a comprehensive energy audit and improvement incentive
program. The City’s application and award calls for one component of the BEI to be a
contract program with Rising Sun Energy Center (RSEC) to serve moderate income
households while providing “bridge” employment to graduates of their Green Energy
Training Services (GETS) program.
The program will:
 Design and implement a performance-based home weatherization program
 Serve 75 to 90 moderate income residents with Building Performance testing ,
retrofits and remediation between June 2010 and August 2012
 Target total annual energy savings of 19,000 therms and 77,000 kWhs.
FISCAL IMPACTS OF RECOMMENDATION
Funding of this contract is part of the $1,013,500 Energy Efficiency Block Grant
(SC0001804) for the development, implementation, and evaluation of the Berkeley
Energy Initiative, a constellation of four related programs which will provide rebates and
mini-grants for energy audits and efficiency improvements to Berkeley properties. This
contract is for the program targeted to serve moderate income households and will
provide funding to Rising Sun Energy Center for the costs of equipment and materials to
complement their Green Energy Training Services Energy Services Program being
funded by Pacific Gas & Electric (PG&E). The PG&E funding will leverage the federal
2180 Milvia Street, Berkeley, CA 94704 ● Tel: (510) 981-7000 ● TDD: (510) 981-6903 ● Fax: (510) 981-7099
E-Mail: [email protected] Website: http://www.ci.berkeley.ca.us/manager
Contract: Rising Sun Energy Center
Energy Services Program
CONSENT CALENDAR
March 23, 2010
grant by providing at least $460,000 of value-added for property owners ($340,000 to
cover the cost of labor and overhead plus $120,000 in rebates]. Additional leveraging
includes $15,000 expected from East Bay Municipal Utility District for water
conservation measures as well as $250,000 in client co-payments.
The expenditure code is 357-8308-463-3038. The Contract Management System
number is NC678.
CURRENT SITUATION AND ITS EFFECTS
The City has received an award of $1,013,500 in an Energy Efficiency Community Block
Grant (EECBG) from the U.S. Department of Energy (DOE) to implement the Berkeley
Energy Initiative (BEI), a comprehensive energy audit and improvement incentive
program. BEI will support implementation of related Climate Action Plan (CAP)
measures, such as the targeted 35% reduction in building energy use below 2000 levels
by 2020. Such savings can only be achieved in the building sector through
comprehensive energy audits and investments in energy efficiency and renewable
energy in existing buildings.
The City’s application and award calls for one component of the BEI to be a contract
program with Rising Sun Energy Center (RSEC) to serve moderate income households
while providing “bridge” employment to graduates of their Green Energy Training
Services (GETS) program.
The Berkeley Energy Initiative (BEI) is currently under development by the City’s Energy
and Sustainable Development Division for roll out in July. Staff will bring a detailed
description of the Initiative to Council in May. It will consist of the RSEC moderate
income program and three other related programs and will serve both residential and
commercial sectors. The programs are “performance based” meaning that energy
auditing will be done to determine needed efficiency measures rather than installing
prescriptive measures. The BEI programs together are projected to provide $674,000 in
direct incentives in the form of rebates and free materials for 416 residential units and
155,000 square feet of commercial space. The balance of the federal grant will be used
for program development, marketing and outreach, and program evaluation. BEI,
overall, is expected to reduce 658 metric tons of carbon dioxide emissions annually,
save $187,000 in annual energy expenses and provide employment for 19 full time
equivalent workers.
In the meantime, staff needs to execute the contract with RESC for the moderate
income single family program so that the agency and City can coordinate program
development. Attachment B is a detailed scope of service and Attachment C provides
a draft policies and procedures for the proposed program, under which RSEC will:
 Design and implement a performance-based home weatherization program
 Serve 75 to 90 moderate income residents with Building Performance testing ,
retrofits and remediation between June 2010 and August 2012,
Page 2
Contract: Rising Sun Energy Center
Energy Services Program
CONSENT CALENDAR
March 23, 2010
 Target total annual energy savings of 19,000 therms and 77,000 kWhs.
As further explained in the following sections, Rising Sun Energy Center is the exclusive
local source available for delivering the required services while leveraging additional
resources for homeowners and providing a structured training program for green jobs
for 8 to 12 adults with barriers to employment. RESC, a Berkeley based non-profit
established in 1994, has a long and fruitful history of collaboration with the City. Their
unique qualifications led to their inclusion as a partner in BEI in the application for
EECBG funds approved by the Council. Therefore, the attached resolution authorizing
the contract includes a waiver of competitive solicitation.
BACKGROUND
On June 2, 2009, the City Council authorized the City Manager to submit an application
and an Energy Efficiency and Conservation Strategy to the US Department of Energy
(DOE) and to accept funds for the Berkeley Energy Initiative from Federal Energy
Efficiency and Conservation Block Grant program in the amount of up to $1,013,500.
On September 14, 2009, the DOE approved the Strategy and awarded the full amount
for a period through September 13, 2012 (Award No. SC 0001804).
The Berkeley Energy Initiative
Under the approved Strategy, EECBG funds for BEI will be used to:
 Provide incentives for an integrated portfolio of energy saving measures that
achieve a modest payback by blending low-hanging fruit strategies (e.g., lighting
improvements) with more comprehensive strategies (e.g., duct testing and
sealing)
 Eliminate the need and associated cost of returning to given properties to acquire
additional energy savings in the future
 Help achieve a deep level of energy savings
 Provide incentives in the form of rebates and free materials to residential and
commercial property owners and tenants to defray some of the costs of energy
audits and improvements
 Leverage other programs and resources, including utility ratepayer incentives,
tax credits and client investment.
Approximately one-third of the BEI incentives will be dedicated to non-residential
properties to provide rebates for comprehensive energy audits and to fund a series of
mini-grants for improvements based on those audits.
The remainder will be dedicated to residential properties, including through the RESC
program. Incentives in the form of rebates will be available for home performance
testing, audits and rating, as well as installation of specific energy-saving improvements.
Measures may include items such as combustion appliance safety checks, air sealing,
insulation (attic, floor, walls), furnace duct sealing and testing, high efficiency water
Page 3
Contract: Rising Sun Energy Center
Energy Services Program
CONSENT CALENDAR
March 23, 2010
heaters and space heating systems, permanent high efficiency lighting fixtures and
controls and renewable energy systems.
The residential program targets three markets: 1) moderate income households that do
not qualify for low-income services but lack access to cash or financing; 2) homeowners
with access to capital; and 3) multifamily properties.
For moderate-income homeowners, installation of the measures, including labor for
home performance diagnostic testing, would be provided in conjunction with RESC’s
Green Energy Training Services (GETS) program. Part of the labor costs would be
covered through funding to the GETS program approved by the California Public
Utilities Commission under a proposal submitted on the City’s behalf by PG&E. Clients
would be assessed a co-payment. This element of the program will be delivered to
households in the same census tracts targeted for the Community Development Block
Grants. Clients from those tracts will be screened and referred, alternatively, to the lowincome weatherization program as appropriate. RSEC will also provide free materials
from other sources for low-income households identified as qualifying.
Rising Sun Energy Center
Rising Sun Energy Center is a Berkeley based non-profit, established in 1994. Their
objectives include education, training, and direct services, focusing on:
 Providing workforce development training and employment that creates green
career pathways for youth and adults who experience barriers to employment
 Offering low-to-no cost residential retrofits and services to lower energy and
water usage
 Educating communities about sustainable behaviors and technologies.
GETS is RSEC’s Energy Efficiency technical training program focusing on adults who
have barriers to employment. The GETS training program is a one hundred (100) hour
Building Performance and Energy Efficiency workforce development course for
displaced residential construction workers and graduates of the RichmondBUILD
program. The GETS Training program includes classroom work, lab training and field
experience. The GETS training program emphasizes important employability skills
(client interaction, professionalism, communication, etc.) and technical skills (energy
auditing, measure installation, building science, etc.) as identified by employers.
GETS Energy Services will provide GETS graduates with the opportunity to put their
classroom learning into real life practice while becoming paid employees. Through this
transitional work experience, GETS graduates will perform and assist in the Building
Performance testing and retrofit work for the GETS Energy Services program under the
supervision of a licensed and bonded general contractor and Building Performance
Institute (BPI) certified Building Analyst. Pay rate for GETS graduates employed in the
GETS Energy Services program will comply with the Davis-Bacon prevailing wage
requirement, which is expected to be determined at approximately $17.80 per hour.
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Contract: Rising Sun Energy Center
Energy Services Program
CONSENT CALENDAR
March 23, 2010
RATIONALE FOR RECOMMENDATION
Because it is uniquely qualified to provide the required services, Rising Sun Energy
Center was identified as a partner in the City’s EECBG application and Energy
Efficiency and Conservation Strategy. The reasons RSEC was included and which
also justify waiver of competitive solicitation include:







RSEC’s has a proven track record of meeting contractual deliverables.
RSEC has implemented the "California Youth Energy Services" (CYES) program
for the last 10 years; and, during that time, over 550 CYES Energy Specialists
have served over 11,500 homes throughout the San Francisco Bay area saving
an estimated 48 million Kwh and 1.7 million therms, equating to the prevention of
approximately 43,000 metric tons of carbon dioxide emissions.
As an original and on-going funding source of the CYES program, the City of
Berkeley has had the opportunity to develop a high functioning relationship with
RSEC.
Of the several workforce development training organizations in Berkeley, RSEC
is the only one which also implements "direct service" residential energy
efficiency programs to the community.
Rising Sun Energy Center has developed and is currently implementing an entrylevel Building Performance workforce development training program for
individuals with barriers to employment, the "Green Energy Training Services"
(GETS) program.
By providing this “bridge employment” opportunity, GETS graduates gain the
skills and experience Building Performance employers require.
RSEC has the ability to offer extensive PG&E incentives maximizing the impact
of the EEBG funds by leveraging City funds.
ALTERNATIVE ACTIONS CONSIDERED
A different vendor or the City itself could administer the moderate income program.
However, as detailed above, it would also sharply curtail its impact.
CONTACT PERSON
Neal DeSnoo, Energy Officer 510 981-7439
Daniel Lambert, Senior Management Analyst, 510 981-7494
Attachments:
1: Resolution
2: Scope of Services
3: Draft Policies and Procedures
Page 5
RESOLUTION NO. -N.S.
WAIVE COMPETITIVE SOLICITATION AND EXECUTE A CONTRACT AND ANY
AMENDMENTS WITH RISING SUN ENERGY CENTER FOR THE PERIOD OF APRIL
1, 2010 THROUGH JULY 31, 2012 IN AN AMOUNT NOT TO EXCEED $157,500 TO
PERFORM ENERGY EFFICIENCY TESTING AND IMPROVEMENTS TO HOMES
WHEREAS, the City has received an award of $1,013,500 in an Energy Efficiency
Community Block Grant (EECBG) from the U.S. Department of Energy (DOE) to
implement the Berkeley Energy Initiative (BEI), a comprehensive energy audit and
improvement incentive program; and
WHEREAS, the City’s application and award calls for one component of the BEI to be a
contract program with Rising Sun Energy Center (RSEC) to serve moderate income
households while providing “bridge” employment to trainees; and
WHEREAS, Rising Sun Energy Center is the exclusive local source available for
delivering the required services while leveraging additional resources for homeowners
and providing a structured training program for green jobs; and
WHEREAS, funds are available in the current year budget in account 357-8308-4631108 and contract has been entered into the City contract database, and assigned CMS
number NC678.
NOW THEREFORE, BE IT RESOLVED by the Council of the City of Berkeley that the
City Manager is authorized to waive competitive solicitation and to execute a contract
with Rising Sun Energy Center to perform energy efficiency testing and improvements
to homes owned by moderate income residents of the City of Berkeley for a total
amount not to exceed $157,500 for the period of March 1, 2010 through July 31, 2012.
Budget Code 357-8308-463-3038. A record signature copy of said contract and any
amendments to be on file in the Office of the City Clerk.
ATTACHMENT 2
Scope of Work for Rising Sun Energy Center Contract for Berkeley Energy Initiative Funded by EECBG GETS Energy Services Program This document provides the scope of work for the City funded portion of Rising Sun Energy Center ‘s (RSEC) program to perform energy efficiency testing and improvements to homes owned by moderate income residents of the City of Berkeley. It clarifies the relationship of RESC and the City and how the City funded program will operate in conjunction with the RESC’ GETS Energy Services Program. In short, the GETS Energy Services Program will employ graduates of the Rising Sun Energy Center’s Green Energy Training Services (GETS); and the cost of labor for installation of City funded improvements, as well as some additional incentives, will be funded from other sources, leveraging the impact of the City funded services. Rising Sun Energy Center Rising Sun Energy Center is a Berkeley based non‐profit, established in 1994. Rising Sun Energy Center’s objectives include education, training, and direct services. Rising Sun Energy Center’s programs focus on:  providing workforce development training and employment that creates green career pathways for youth and adults who experience barriers to employment  offering low‐to‐no cost residential retrofits and services to lower energy and water usage  educating our communities about sustainable behaviors and technologies. Program Overview GETS is an Energy Efficiency technical training program focusing on adults who have barriers to employment. The GETS program offers in‐depth energy efficiency industry training. In designing the GETS Program model, Rising Sun Energy Center is specifically addressing a growing need for a comprehensive training that prepares individuals for entry‐level positions in the energy efficiency industry. The GETS training program is a one hundred (100) hour Building Performance and Energy Efficiency workforce development course for displaced residential construction workers and graduates of the RichmondBUILD program. The GETS Training program includes classroom work, lab training and field experience. The GETS training program emphasizes important employability skills (client interaction, professionalism, communication, etc.) and technical skills (energy auditing, measure installation, building science, etc.) as identified by employers. GETS Energy Services will provide GETS graduates with the opportunity to put their classroom learning into real life practice while becoming paid employees. Through this transitional work experience, GETS graduates will perform and assist in the Building Performance testing and retrofit work for the GETS Energy Services program under the supervision of a licensed and bonded general contractor and Building Performance Institute (BPI) certified Building Analyst. Pay rate for GETS graduates employed in the GETS Energy Services program will comply with the Davis‐
Bacon prevailing wage requirement, which is expected to be determined at approximately $17.80 per hour. Program Goals The GETS Energy Services program goals are to perform Building Performance tests and energy efficiency improvements on seventy five (75) to ninety (90) moderate income homes in the City of Berkeley between June of 2010 and August 2012. In doing so, Rising Sun Energy Center hopes to assist GETS graduates by giving them “bridge” employment until they can be permanently placed. The experience the GETS graduates gain in the GETS Energy Services program stands to make them much more attractive to potential employers. City of Berkeley residents who participate in the GETS Energy Services program will receive improvements to their home at a heavily subsidized rate. The goal of the work is to improve the energy efficiency, durability, health, safety and comfort of the homes. The City of Berkeley will reduce its overall carbon footprint while creating green jobs. Scope of work
RESC, pg. 2
SCOPE OF WORK The City of Berkeley has contracted with Rising Sun Energy Center to perform energy home performance efficiency testing, home energy rating and improvements to homes in Berkeley census tracts with a concentration of moderate income residents. Rising Sun Energy Center will be responsible for the design, implementation, and management and reporting of the GETS Energy Services program. Work shall be performed in accordance with this scope of work and the detailed GETS Energy Services Program Policies and Procedures to be developed subject to City approval. Between seventy five (75) and ninety (90) Berkeley residences will be serviced through the GETS Energy Services program during the period of June 2010 and August 2012. The City of Berkeley will be responsible for providing funding of $157,500 to Rising Sun Energy Center to cover the costs of program administration, equipment and materials. The cost of labor and some of the incentives will be covered by the Pacific Gas & Electric (PG&E) at a value of at least $460,000 ($340,000 East Bay Energy Watch Local Government Partnership Contract plus $120,000 in incentives). The City of Berkeley will be responsible for coordinating with Rising Sun Energy Center on specific program design and implementation issues (i.e., target census tracts, calculation of energy savings, etc.) as identified by the GETS Program Director and City of Berkeley Project Manager. Period of Performance Rising Sun Energy Center will execute the Scope of Work between April 2010 and August 2012 in three phases: Program Design and Planning, Outreach and Implementation, and Evaluation. Location of Work Rising Sun Energy Center will serve moderate income residents of the City of Berkeley with the GETS Energy Services Program in the census tracts which serve as the Neighborhood Strategy Area for Community Development as shown in Appendix A. Eligibility shall be determined based on criteria in the Program Policies and Procedures. Staffing The GETS Energy Services program will employ graduates of the GETS training on a part‐time contractual basis. There is no additional training required by GETS Energy Services Crew Members other than the one hundred (100) hour GETS training. Deliverables and Outcomes Rising Sun Energy Center agrees to:  Develop program policies and procedures with City approval. Deliverable: Policies and Procedures  Define an April 2010 to August 2012 project schedule (see Appendix B).  Design and implement a Whole Home Performance based home weatherization program to serve seventy five (75) to ninety (90) moderate income residents of the City of Berkeley with Building Performance testing, retrofits and remediation between January 2010 and August 2012. Deliverable: Program guidelines, policies and procedures and periodic updates.  Conduct marketing and outreach. Deliverable: Marketing plan and collateral materials.  Enroll clients, including agreement to terms and conditions and contract for services and cost sharing. Deliverable: Enrollment agreements.  Leverage at least $460,000 in funding from PG&E ($340,000 EBEW contract and $120,000 in rebates), $250,000 from clients and $15,000 from the East Bay Municipal Utility District. Deliverable: Evidence of leveraging.  Perform baseline and post‐project HERS II or equivalent ratings in accordance with the California Building Code Title 24 standards.  Install measures (as applicable) in each unit (see Appendix C) along with collect data from a “test‐in” and “test‐out” program model. Deliverable: HERS II ratings and reports for 75 – 90 units.  Achieve total annual energy savings of 19,000 therms and 77,000 kWhs. Deliverable: reports quantifying the metrics. Scope of work
RESC, pg. 3
Outcomes to be reported on include metrics as shown on the following charts: Outcomes Units
Target annual metric tons
1221 annual therms
19,440 Electricity savings annual kWh
77,760 Client cost savings annual dollars
37,000 Units
75‐90 GETS graduates hired in 2010
Persons
8
GETS graduates hired during length of GETS Energy Services Persons
12 CO2e reduction Natural gas savings Total residential units improved
Financial item Units Expenditures for project activities dollars Expenditures for Administration dollars Expenditures for evaluation dollars Leveraged funds dollars Jobs retained, by type FTEs/ duration Jobs created, sector by type FTEs/duration Non‐Federal investment Non‐Federal cost share Monetary value of financial incentive provided, by sector Total value of investments incentivized, by sector dollars Non Fed/EECBG dollars dollars Number and monetary value of grants given # & dollars Advance, Payment Terms, Due date of invoices, and Retainage The City of Berkeley will advance Rising Sun Energy Center 25% of contract amount for a total of $39,375 once the contract is executed for purposes of pre‐purchasing materials and other start‐up costs. Rising Sun Energy Center will submit monthly invoices to the City of Berkeley on the first of the month for work completed from the previous month. The invoice will detail all non‐labor costs associated with administration, program management, materials and equipment. The Advance shall be used to offset payment for submitted invoices until $39,375 is expended. The City will retain 10% of the contract amount for a total of $15,750 until the contract, including all required reports and information, is completed to the satisfaction of the City. 1
Assuming 0.005307 metric tons per therm and 0.0002413 metric tons per kWh. Scope of work
RESC, pg. 4
Budget by Task: Berkeley GETS Energy Services Budget
Revenue
Local Government Partnership FundsEBEW
Administrative & Program Implementation
Incentives
Sub-total LGP
Government Collaborative Grants
COB EEBG
Green Corridor Earmark
Sub-total Government Collaborative Grants
Total Revenue
Personnel Expenses
GETS Salaries
Administrative Salaries *
Program Management **
Total Salaries, Taxes & Benefits
Total Other Personnel Expenses
Total Personnel Expenses
Operating Expenses
Materials
Tools
Total Operating Expenses
Total Expense
Salary Percentage Allocation
* Administrative Salaries
Executive Director
Operations Manager
**Program Management Salaries
GETS Lead Contractor
GETS Program Director
2010-2012
COB Total
Program Total
$
$
$
340,000.00
120,000.00
460,000.00
$
$
$
$
157,500.00
4,000.00
161,500.00
621,500.00
$ 89,000.00
$
$
$
$
$
$
124,000.00
51,500.00
152,500.00
328,000.00
6,000.00
334,000.00
$ 67,500.00
$ 1,000.00
$ 68,500.00
$157,500.00
$
$
$
$
247,500.00
40,000.00
287,500.00
621,500.00
Yr 1
Yr 2
$157,500.00
$157,500.00
$157,500.00
$
$ 15,000.00
$ 74,000.00
$ 89,000.00
5%
5%
Yr 1
5%
5%
Yr 2
50%
25%
10%
10%
Scope of work
RESC, pg. 5
Hourly rates & Indirect/overhead rates Hourly Rate Executive Director $ 45.00 Deputy Director $ 40.00 GETS Program Director $ 30.00 GETS Contractor $ 30.00 GETS Crew Leader $ 25.00 Operations Manager $ 25.00 GETS Crew Members $ 17.80 Fully Burdened Rate $ 80.00 $ 70.00 $ 55.00 $ 55.00 $ 45.00 $ 45.00 $ 30.00 Scope of work
RESC, pg. 6
Appendix A: Census tracts in which all units shall be eligible for participation Scope of work
RESC, pg. 7
Appendix B: January 2010 to August 2012 project schedule Date Start to May 15 2010 Tasks Finalize contract, and Policy/Procedures Start to June 1 2010 Finalize program design and outreach strategy June 1 2010 Begin outreach June 30 2010 July 1 2010 2nd Quarter Report and meeting Begin work on homes (75 homes by December 2012 ‐ to be on pace, we need at least 2.5 per month) September 27 2010 3rd Quarter Report and meeting (to be on pace, we need at least 2.5 per month) December 20 2010 Quarter Report and meeting March 28 2011 Quarter Report and meeting June 27 2011 Quarter Report and meeting September 26 2011 Quarter Report and meeting December 19 2011 Quarter Report and meeting March 28 2012 Quarter Report and meeting June 27 2012 Quarter Report and meeting September 26 2012 Quarter Report and meeting August 31 2012 Quarter Report and meeting Scope of work
RESC, pg. 8
Appendix C: Measures List R38 attic insulation (not R30) Crawlspace vapor barrier C‐10 Certification for attic insulation Air sealing: Attic Air sealing: Weather‐stripping‐Door Air sealing: Caulking (low VOC) Air sealing: Cover Plates replace Air sealing: Gaskets for Cover Plates Air sealing: Fireplace damper and doors (both) or permanent sealing Air sealing: Expanding foam patch (low VOC) Air sealing: Threshold repair/replace Air sealing: Wall repair (interior and exterior) Furnace filter cleaning/replacement Efficient flow showerhead (2 GPM or less) Efficient flow faucet aerators (Kitchen 1.5 gallons/minute or less, bath 1.0 gallons/minute or less) Bring all ducts (delivery & return, plus furnace air handler) up to Title 24 HVAC change out standards Toilet of 1.2 GPF or less, or dual‐flush toilets CFL floor lamp swap for Halogen floor lamp 15 Watt CFL 20 Watt CFL 23 Watt CFL LED nightlight Domestic hot water pipe insulation on first two feet of intake and output lines and all exposed pipes in recirculating systems Powerstrip Programmable thermostat Retractable clothesline 2
Wall insulation Water heater blanket Vent repair Service: Automobile tire pressure check Service: Baseload analysis Service: Bill analysis and explanation Service: Combustion Appliance Safety Check (NGAT) Service: CVA (Combustion Ventilation Air assessment) Service: Energy Education Service: Lead poisoning prevention check Service: Refrigerator coil cleaning 2
Wall insulation will be provided if the client agrees to be responsible for painting and cosmetic finishing of walls after insulation is installed. ATTACHMENT 3
Rising Sun Energy Center 2033 Center Street Berkeley CA 94704 Ph: (510) 665‐1501 Fax: (510) 665‐1502 www.risingsunenergy.org
DRAFT GETS ENERGY SERVICES PROGRAM
POLICIES AND PROCEDURES These GETS ENERGY SERVICES PROGRAM POLICIES AND PROCEDURES are designed to guide and define Rising Sun Energy Center’s GETS ENERGY SERVICES PROGRAM. This document is intended for internal use and will be shared with partnering organizations on an “as needed” basis. GETS Energy Services program RISING SUN ENERGY CENTER
Rising Sun Energy Center is a Berkeley based non‐profit, established in 1994. Rising Sun Energy Center’s objectives include education, training, and direct services. Rising Sun Energy Center’s programs focus on:  providing workforce development training and employment that creates green career pathways for youth and adults who experience barriers to employment  offering low‐to‐no cost residential retrofits and services to lower energy and water usage  educating our communities about sustainable behaviors and technologies. GETS TRAINING PROGRAM OVERVIEW
The GETS TRAINING PROGRAM is an Energy Efficiency technical training program focusing on adults who have barriers to employment. The GETS program offers in‐depth energy efficiency industry training. In designing the GETS Program model, Rising Sun Energy Center is specifically addressing a growing need for a comprehensive training that prepares individuals for entry‐level positions in the energy efficiency industry. The GETS TRAINING PROGRAM is a one hundred (100)‐hour energy efficiency workforce development course for displaced residential construction workers and participants enrolled in the RichmondBUILD program. The training program includes classroom work, lab training and field experience. The GETS training program emphasizes important employability skills (client interaction, professionalism, communication, etc.) and technical skills (energy auditing, measure installation, building science, etc.) as identified by employers. GETS ENERGY SERVICES PROGRAM OVERVIEW
The GETS ENERGY SERVICES PROGRAM will provide GETS TRAINING PROGRAM graduates with the opportunity to put their classroom learning into real life practice while becoming paid employees. Through this transitional work experience, GETS graduates will perform and assist in the Building Performance testing and retrofit work for the GETS ENERGY SERVICES PROGRAM under the supervision of a licensed general contractor and Building Performance Institute (BPI) certified Building Analyst. Pay rate for GETS graduates employed in the GETS ENERGY SERVICES PROGRAM will comply with the Davis‐Bacon prevailing wage requirement, which is expected to be determined at approximately $17.80 per hour. GETS ENERGY SERVICES PROGRAM GOALS The GETS Energy Services program goals are to perform Building Performance tests and energy efficiency improvements on seventy five (75) to ninety (90) moderate income homes in the City of Berkeley between January of 2010 and August 2012. In doing so, Rising Sun Energy Center hopes to assist GETS graduates by giving them “bridge” employment until they can be permanently placed. The experience the GETS graduates gain in the GETS Energy Services program stands to make them much more attractive to potential employers. City of Berkeley residents who participate in the GETS Energy Services program will receive improvements to their home at a heavily subsidized rate. The goal of the work is to improve the energy efficiency, durability, health, safety and comfort of the homes. The City of Berkeley will reduce its overall carbon footprint while creating green jobs. 1. GETS ENERGY SERVICES PROGRAM BUDGET 1.1. The GETS ENERGY SERVICES PROGRAM will be funded through the following sources: 1.1.1. The City of Berkeley will be responsible for providing funding of $157,500 to Rising Sun Energy Center to cover the costs of program administration, equipment and materials. 1.1.2. The cost of labor and some of the incentives will be covered by the Pacific Gas & Electric (PG&E) at a value of at least $260,000 ($180,000 East Bay Energy Watch Local Government Partnership Contract plus $80,000 in incentives). 1.1.3. Berkeley residents who participate in the GETS ENERGY SERVICES PROGRAM will be expected to contribute to cost of the work. This amount has not yet been defined (2/18/10). 1.1.4. Remaining costs to GETS ENERGY SERVICES clients will be mitigated with other subsidies, incentives, tax credits and rebates offered by various levels of government, utilities, etc. Rising Sun Energy Center will research and provide resources and information on these incentives to all GETS ENERGY SERVICES clients. Part of this research and education will include the prevention of “double dipping” or utilization of conflicting funding sources. 1.2. Billing: 1.2.1. Rising Sun Energy Center will bill the City of Berkeley on a monthly basis for program administration, equipment and materials. 1.2.2. Rising Sun Energy Center will bill PG&E on a quarterly basis for labor and other subsidies. 2. Timeline and schedule Date 18 2010 Tasks Get Policy/Procedures to Dan and Neal (must be done by Feb. 25 to get onto March 23 Berkeley City Council agenda June 1 2010 Finalize contracts, program design and outreach strategy 0 June 1 2010 Begin outreach 0 June 30 2010 0 February Target 0 1 2010 2nd Quarter Report and meeting Begin work on homes (75 homes by December 2012 ‐ to be on pace, we need at least 2.5 per month) September 27 2010 3rd Quarter Report and meeting (to be on pace, we need at least 2.5 per month) December 20 2010 Quarter Report and meeting 15 March 28 2011 Quarter Report and meeting 22.5 June 27 2011 Quarter Report and meeting 30 September 26 2011 Quarter Report and meeting 37.5 December 19 2011 Quarter Report and meeting 45 March 28 2012 Quarter Report and meeting 52.5 June 27 2012 Quarter Report and meeting 60 September 26 2012 Quarter Report and meeting 67.5 August 31 2012 Quarter Report and meeting 75 July 3. Materials List 3.1. A detailed materials and tools list will be developed by the GETS Program Director, the GETS Energy Services Field Crew Leader and the GETS Energy Services Licensed General Contractor (see Appendix A). 0 7.5 4. Outreach Strategy 4.1. Given the nature and limited scale of the GETS Energy Services program and the specific demographic eligible to enroll, GETS Energy Services will initially use a targeted, small scale marketing approach to find, vet and process applicants. The majority of marketing and outreach will be conducted by presentations by a GETS Staff member to the public in a variety of settings. The outreach strategy will utilize the following resources: 4.1.1. The GETS Energy Services program will work with closely with the CYES program 4.1.1.1. For the last 10 years, Rising Sun Energy Center has implemented the “California Youth Energy Services” (CYES) program. The CYES model includes significant amount of outreach and marketing to be able to sign up and process the high volume of customers served each summer. The first line of outreach for the GETS Energy Services program will be to contact Berkeley residents who have been served by CYES. 4.1.1.2. Rising Sun Energy Center currently participates in marketing and outreach events to promote the CYES program. Information on the GETS Energy Services program will be included in these public outreach events. 4.1.2. Faith Based Groups 4.1.2.1. Rising Sun Energy Center has also developed relationships with several faith based community organizations in conjunction with the CYES program. These relationships will be expanded to include marketing opportunities for the GETS Energy Services program. 4.1.3. Other community based groups 4.1.3.1. Rising Sun Energy Center has partnerships with several community based groups and organizations, such as GreenLining, Spanish Speaking Citizens Foundation, The English Center, etc. Rising Sun Energy Center will seek assistance from these groups and organization in marketing the GETS Energy Services program. 4.1.4. The City of Berkeley 4.1.4.1. The City of Berkeley will also help to market this program and guide moderate income residents toward the GETS Energy Services program. 4.2. Marketing collateral 4.2.1. The main articles of marketing collateral to be used would include tri‐fold brochure and flyers, presentations (PowerPoint, speeches, etc.), and information on Rising Sun Energy Center’s website and automated phone answering service. See Appendix B for these documents. 5. Staffing 5.1. Staffing of the GETS Energy Services program includes the following positions. A GETS staff person may fill one or more than one of the following job titles: 5.1.1. GETS Program Director 5.1.1.1. The GETS Program Director is responsible for all aspects of managing the GETS Energy Services and GETS Training Services program. This includes but is not limited to: 5.1.1.1.1. Hiring and managing all GETS staff 5.1.1.1.2. Development of policies and procedures 5.1.1.1.3. Ensuring all GETS programming meets contract deliverables 5.1.2. GETS Energy Services Program Crew Leader 5.1.2.1. The GETS Energy Services Program Crew Leader is responsible for managing the day‐to‐day operations of the GETS Energy Services program. This includes but is not limited to: 5.1.2.1.1. Interviewing, selecting, hiring and managing day‐to‐day operations of GETS Energy Services Crew members. 5.1.2.1.2. Inventory control of all GETS Energy Services materials, tools and other items necessary for the successful prosecution of the GETS Energy Services program. This includes but is not limited to developing an inventory management system, obtaining price quotes, ordering, purchasing, receiving, inventorying, storing, staying within the defined budget and communicating all materials needs to the GETS Program Director. 5.1.2.1.3. Ensure implementation, adherence and accordance with all Rising Sun Energy Center and GETS Program Policies and Procedures as well as applicable State and Federal laws and OSHA standards. 5.1.3. GETS Energy Services Program Licensed General Contractor 5.1.3.1. The GETS Energy Services Program Licensed General Contractor must posses a valid California General Contractor License and will be the “contractor of record” for each home served by the GETS Energy Services program. As such, the GETS Energy Services Program Licensed General Contractor will be responsible for the following: 5.1.3.1.1. Applying for and obtaining all necessary permits and paperwork from all governing entities before work on a home begins. 5.1.3.1.2. Ensure implementation, adherence and accordance with all Rising Sun Energy Center and GETS Program Policies and Procedures as well as applicable State and Federal laws and OSHA standards. 5.1.3.1.3. Assist the GETS Program Director in developing, implementing, refining and routinely reviewing all GETS Program Policies and Procedures, program design, program implementation and any other areas required by the GETS Program Director to ensure the success of all GETS Programs. 5.1.4. GETS Training Services Program Instructor 5.1.4.1. The GETS Training Services Program Instructor must hold a Building Performance Institute (BPI) Building Analyst certification. The responsibilities of the GETS Training Services Program Instructor include but are not limited to the following: 5.1.4.1.1. The GETS Training Services Program Instructor will instruct the GETS Training Services program to participants as identified by the GETS Green Jobs Workforce Development Coordinator. 5.1.4.1.2. The GETS Training Services Program Instructor will assist the GETS staff in the GETS Energy Services Crew Member hiring process by identifying GETS participants who will most likely become successful GETS Energy Services Crew Members. 5.1.5. GETS Green Jobs Workforce Development Coordinator 5.1.5.1. The GETS Green Jobs Workforce Development Coordinator is responsible for the outreach to potential GETS Training Services program participants and the management of their application and enrollment process into the GETS Training Services program. The responsibilities of the GETS Green Jobs Workforce Development Coordinator include but are not limited to: 5.1.5.1.1. Ensure that all contract demographic deliverables are met. 5.1.5.1.2. Assisting the GETS staff in the successful prosecution of all GETS programming. 5.1.5.1.3. Case management of all GETS participants and graduates. This includes referral to appropriate resources, assistance in job placement, routine collection of GETS graduate data collection (length of placement, pay rate, etc.), and other responsibilities as requested by the GETS Program Director. 5.1.6. GETS Energy Services Crew Member 5.1.6.1. A GETS Energy Services Crew Members must be a graduate of the GETS Training Services Program and meet minimum employment eligibility requirements as defined by the State of California and the Federal government. Interested GETS Training Services program graduates will be required to go through an application process for the position of GETS Energy Services Crew Members. GETS Energy Services Crew Members are considered non‐exempt, temporary employees of Rising Sun Energy Center. 5.2. Insurance 5.2.1. All GETS staff will be covered under all required worker’s compensation insurance. 5.3. Fair hiring practices 5.3.1. Rising Sun Energy Center will follow all Equal Opportunity Employer hiring practices. 6. GETS Energy Services Program Participation Process 6.1. Application 6.1.1. The GETS Energy Services program is designed to serve residents of Berkeley who meet minimum requirements as defined by the City of Berkeley. Applicants to the program will need to be vetted before being officially enrolled into the program. The application process will involve the following steps: 6.1.1.1. Potential participants will need to fill out a GETS Energy Services application and declare they meet minimum program requirements before the application is processed (see Appendix C). The application asks the potential participants to declare that they meet the following minimum requirements: 6.1.1.1.1. The applicant must be the HOME OWNER and have PROOF OF OWNERSHIP. 6.1.1.1.2. The property to be served must be the applicant’s PRIMARY RESIDENCE. 6.1.1.1.3. The property to be served must be LOCATED IN THE CITY OF BERKELEY. 6.1.1.1.4. The property to be served must be a SINGLE FAMILY DETACHED, DUPLEX, or TRIPLEX building. Apartments, multiple unit dwellings with more than three units are currently not eligible for enrollment into the GETS ENERGY SERVICES PROGRAM. 6.1.1.1.5. The applicant must be willing to share their UTILITY INFORMATION with Rising Sun Energy Center and the City of Berkeley. 6.1.1.1.6. The applicant’s GROSS ANNUAL HOUSEHOLD INCOME must meet the following guidelines: Number of Persons per Household Income Range 1‐2 $38,148.68 ‐ $71,450.00 3 $47,124.84 ‐ $80,350.00 4 $56,101.00 ‐ $89,300.00 5 $65,077.16 ‐ $96,450.00 6 $74,053.32 ‐ $103,600.00 6.1.1.2. The customer gives basic contact information (phone numbers, email addresses, best time to contact, etc.), basic information on their home (type of structure, age, etc.) and the customer’s priority of goals (comfort, efficiency, durability, and health/safety). 6.1.1.3. If the applicant meets minimum program requirements, they are contacted to schedule an appointment to collect data and perform the initial “Building Performance” analysis on the structure. Otherwise, a follow‐up telephone conversation is used to gauge the applicant’s interest level in the program, give the applicant a detailed program description, answer customer questions, and schedule the analysis appointment. 6.1.2. Initial home assessment, qualification and testing 6.1.2.1. After an applicant has scheduled a Building Performance testing appointment, a crew consisting of the GETS Energy Services Crew Leader (BPI BA certified) and at least one (1) GETS Crew Member is scheduled to visit to the applicant’s home to accomplish the following: 6.1.2.1.1. Income Verification: There are three ways this can be done. 6.1.2.1.1.1. Option 1: Use census tracking data to identify specific geographic regions that meet the program application income criteria. This option is highly recommended as the primary income verification protocol for several reasons. The first is this is the most “non‐invasive” way of making sure the recipients meet the program guidelines – there is no need to ask the applicant for sensitive paperwork such as W‐2s, paycheck stubs or tax returns. Asking for these documents can often prevent an ideal candidate from proceeding. Secondly, the census data method allows the outreach to focus on a specific area. Ten years of experience in marketing free energy efficiency services has shown that neighbors talk to each other, providing the best possible advertising. The likelihood of signing neighbors goes up exponentially when they can be pre‐qualified based on their geographical location. The only draw‐back to this income verification method is lack of accuracy. 6.1.2.1.1.2. Option 2: Require the applicant to produce some form of income statement (W‐2, tax return, paycheck stub, etc.). Depending on the level of required verification, either these documents are photocopied (crossing out sensitive information such as Social Security number, checking account numbers, etc.) or the Crew Leader signs a document stating he saw the necessary documents. If we go with this income verification option, I would recommend this latter proof of verification. This option is not recommended for this simple reason: If some one you do not know asked to see your tax return, would you hand it over? This method is accurate but at the expense of being very invasive. 6.1.2.1.1.3. Option 3: The hybrid model uses census track data as the primary income verification tool and individual income verification would be used on an “as‐needed” basis. 6.1.2.1.2. Gauge the overall condition of the structure 6.1.2.1.2.1. Building Performance works to create a home that is healthy, durable, efficient and comfortable. If a structure is in such a state of disrepair that the extent of work required to get the home to meet these four goals is beyond the scope of the program, the applicant will be denied admittance into the program. This determination will be made by the Crew Leader. 6.1.2.1.3. Basic Building Performance testing including: 6.1.2.1.3.1. Determination of Age of structure 6.1.2.1.3.2. Numbers and types of meters 6.1.2.1.3.3. Ownership of subject space, responsibilities for energy utilities and description of utility cost allocations 6.1.2.1.3.4. Conditioned floor area 6.1.2.1.3.5. Survey basement/attic (if applicable) to determine mechanical and heating distribution systems and building envelope conditions 6.1.2.1.3.6. A home depressurization test (Blower Door test) 6.1.2.1.3.7. A duct pressurization test (Duct Blaster) if a ducted system is present 6.1.2.1.3.8. Natural gas appliance testing 6.1.2.1.3.8.1. Worst Case Scenario 6.1.2.1.3.8.2. Gas Leaks 6.1.2.1.3.8.3. Draft 6.1.2.1.3.8.4. CO 6.1.2.1.3.8.5. CVA (combustion ventilation air) assessment 6.1.2.1.3.9. Water use assessment (faucet aerators, shower heads, toilets, etc.) 6.1.2.1.3.10. Other Building Performance tests as required 6.1.2.1.4. Installation of “low hanging fruit”. Installation of non‐
permanent measures at the time of the initial assessment cuts down on the amount of work to be performed during the next step (Retrofit and remediation), can help the program applicant begin saving energy immediately and can serve to “sweeten” the deal and keep the applicant interested in finishing the program (of course, if the applicant has already been served by the CYES program they should already have these measures installed). The following measures will be installed during the initial visit: 6.1.2.1.4.1. Efficient flow faucet aerators and shower heads 6.1.2.1.4.2. Torchiere swap 6.1.2.1.4.3. Retractable clothesline (if clothes drier is present) 6.1.2.1.4.4. Water heater blanket 6.1.2.1.4.5. CFLs 6.1.2.1.4.6. Pipe wrap 6.1.2.1.5. Signing of necessary documents including: 6.1.2.1.5.1. Permission Waiver to work on the home 6.1.2.1.5.2. Access Agreement 6.1.2.1.5.3. Verification of minimum requirements: 6.1.2.1.5.3.1. Proof of ownership 6.1.2.1.5.3.2. Proof of primary residence 6.1.2.1.5.3.3. Proof the home is located within City of Berkeley 6.1.2.1.5.3.4. Signed agreement to share utility information 6.1.2.1.5.3.5. Proof of meeting income guidelines 6.1.2.1.5.4. Applicant agrees to hold harmless City of Berkeley and Rising Sun Energy Center for any damages, etc. except in cases of gross negligence. 6.1.2.1.5.5. Release of Liability 6.1.2.1.5.6. Contract for services 6.1.2.1.5.6.1. The Contract for services (see Appendix D) will serve as a binding contract between the homeowner and Rising Sun Energy Center and will detail the scope and nature of the work to be performed on the structure. By signing the contract, the participant agrees to all of the terms of the contract. 6.2. Enrollment and Work Performed 6.2.1. Once an applicant has been officially admitted into the program and Building Performance testing has been performed, the collected data will be assembled into a report including proposed work to be done, time line, estimates of materials/hours of labor, etc. A copy of this will be given to the homeowner report. A retrofitting appointment will be scheduled and a retrofit crew will be sent to the residence to begin the energy efficiency retrofit. Crew size will range between 2 to 5 GETS graduates led by a Crew Leader. Average project length will range between 1 to 3 days depending on size/experience of the crew and the amount of work to be performed on the structure. Once the work is completed, a final report is generated for the homeowner, the City of Berkeley and Rising Sun Energy Center. Final decision of which measures are installed will be up to the GETS Energy Services Licensed General Contractor (see Appendix E for a complete list of measures and services). 6.3. Reporting 6.3.1. Field Data Collection 6.3.1.1. Pertinent Building Performance data will be collected using the data collection forms in Appendix F. The “test in” data from these forms will be input into a Building Performance application (NEAT, EnergyPro 5 or a custom proprietary application developed specifically for the GETS ENERGY SERVICES PROGRAM by Rising Sun Energy Center) to assist in generating a report. The report will serve as a guide and road‐map for the homeowner and GETS ENERGY SERVICES GC. Once the data has been collected and organized, the GETS ENERGY SERVICES GC will make recommendations specific for that home. The GETS ENERGY SERVICES GC will take the homeowner through the recommendations to determine the best use of funds to address the most pressing concerns as identified by the GETS Energy Services Licensed General Contractor and homeowner. The GETS Energy Services Licensed General Contractor will use the HERS standards, BPI standards, “loading order”, minimum Building Code standards, and budget to make recommendations to the homeowner. In situations where code and standard differences exist, the GETS ENERGY SERVICES GC will use this prioritization to govern scope and quality of work: 1. State of California Building Codes, 2. HERS Standards, 3. BPI Standards. Final determination of a Building Performance retrofit and remediation strategy will reside with the GETS ENERGY SERVICES GC. Once all Building Performance improvements have been made to the home, the GETS ENERGY SERVICES GC will collect data for a final “test out” report. Assuming the home will require work beyond the budget and scope of the GETS Energy Services program, the homeowner will be given a copy of the initial (“test in”) and final (“test out”) reports to assist in making future Building Performance decisions for their home. 6.3.2. Report Generation and Use 6.3.2.1. After the GETS Energy Services Field Crew Leader has performed the initial Building Performance assessment of the home, they will generate a report for the home. The report will include the following information: 6.3.2.1.1. Status of the participant in the program 6.3.2.1.2. Determination of eligibility to enroll 6.3.2.1.3. Physical condition of the home to be served. This will include but is not limited to: 6.3.2.1.3.1. Overall condition of the home 6.3.2.1.3.2. Building Performance test results (home depressurization, duct pressurization, etc.) 6.3.2.1.3.3. Status of natural gas appliances 6.3.2.1.4. Proposed work to be completed by the GETS Energy Services program 6.3.2.1.5. Proposed budget for the project 6.3.2.1.6. Current energy consumption (bill disaggregation, etc.) 6.3.2.1.7. Anticipated post‐retrofit energy consumption 6.3.2.2. All reports (hard or soft copies) will be kept on file by Rising Sun Energy Center for no less than 10 years. The report will be used and shared for the following purposes: 6.3.2.2.1. Reporting to the City of Berkeley for funding and energy use calculations 6.3.2.2.2. Long term energy savings as calculated by Rising Sun Energy Center (see Appendix G). 6.3.2.2.3. Reporting to the homeowner of what was done to the home and recommendations for future work 6.3.2.2.4. Reporting to Rising Sun Energy Center to document the following: 6.3.2.2.4.1. Labor hours required to complete the job 6.3.2.2.4.1.1. This will include an hourly breakdown of GETS Energy Services Crew Members time 6.3.2.2.4.1.2. Materials used on the job 6.4. Invoicing 6.4.1. Reporting will include invoices sent to the City of Berkeley for work performed. Final invoices will include a price breakdown and indicate subsidies, incentives, rebates and other monies the participant can qualify and/or apply for. 6.5. Follow‐up 6.5.1. A GETS Staff member will conduct a follow‐up interview with the customer at the 1 month, 6 month and 1 year intervals. The interview can either be conducted on the enrolled property or over the phone. The interview will collect the following data: 6.5.1.1.1. Energy bill data 6.5.1.1.2. Significant changes in the home that have led to unexpected problems 6.5.1.1.3. Overall satisfaction with the quality of work performed 7. Work Protocol 7.1. Inventory 7.1.1. The GETS Energy Services program requires the use of a wide range of materials and tools. As such, the GETS Crew Leader will be responsible for the day‐to‐day management of all tools and materials. This will involve developing a “Tools and Material Storage and Inventory System” which will include the following: 7.1.1.1. Estimating required tools and materials. 7.1.1.2. Price comparison of materials. This will include obtaining no less than 2 quotes. 7.1.1.3. Ordering of required materials. 7.1.1.4. Receiving of required materials. 7.1.1.5. Inventory of materials. The GETS Energy Services needs to be able to report at any given time on what tools and materials are currently in inventory as well as where the items are. This will include developing a “check‐in/check‐out” logging system. 7.1.1.6. Bi‐weekly reporting to the GETS Program Director of inventory and budget status (how much of the appropriated budget has been used, estimation of continuing needs, etc.) 7.2. Field Safety 7.2.1. Given the nature of the work performed by the GETS Energy Services program, it is imperative all GETS staff strictly follow all OSHA, BPI and Rising Sun Energy Center safety protocol. 7.2.2. The GETS Licensed General Contractor is responsible for implementation and adherence to all OSHA, BPI and Rising Sun Energy Center safety protocol including but not limited to: 7.2.2.1. Presence of MSDS Sheets on the job site for all used materials. 7.2.2.2. A first aid kit is on the job site. 7.2.2.3. GETS Crew Members are given appropriate work breaks. 7.2.2.4. Etc. 7.3. Measure installation 7.3.1. All measures installed or services performed by the GETS Energy Services staff will follow standards and codes established by (in ranking order of importance from top priority to last priority) the EPA, the State of California Building Codes, HERS, BPI, and Rising Sun Energy Center. 7.3.2. Detailed instructions on GETS Energy Services measure installation protocol will be provided to all GETS Staff (see Appendix H). 7.3.3. A significant component of the GETS Energy Services program is educating participants on energy and water conservation. Energy educations will be performed by GETS Crew Members (see Appendix I). This will include but not be limited to: 7.3.3.1. Informing the participant of all rebates and incentives available to them. 7.3.3.2. Explaining the measures installed in their home. 7.3.3.3. Identifying behaviors they can change to lower energy consumption. 7.3.3.4. Explaining how to use newly installed or adjusted appliances in the most energy efficient manner. 7.4. Testing 7.4.1. All Building Performance testing will be performed according to the guidelines established by the Building Performance Institute (BPI). This includes but is not limited to: 7.4.1.1. Home depressurization testing 7.4.1.2. Duct pressurization testing 7.4.1.3. Worst‐Case Scenario testing 7.4.1.4. Natural gas appliance testing 7.4.2. Appropriate testing will be conducted during the application phase and then after retrofitting and remediation work has been performed. 8. Program Evaluation 8.1. The GETS Program Director will be responsible for routine evaluation of the effectiveness of the GETS Energy Services program. Program evaluations will be shared with the Executive Director of Rising Sun Energy Center and other identified stakeholders including but not limited to the City of Berkeley. Evaluations will be conducted on a quarterly and annual basis and will include, but not be limited to the following perimeters: 8.1.1. Overall effectiveness of the program 8.1.2. Training the participants are receiving 8.1.3. Quality of the work performed on the homes 8.1.4. Customer satisfaction 8.1.5. Projected energy savings as compared to actual energy savings.