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UGI Save Smart New Homes Program
PARTICIPATING RATER AGREEMENT
This Agreement sets out the terms and conditions under which Home Energy Rating System (HERS) raters (the “Participating Raters”) can gain benefits by conducting work related to the design and construction of energy efficient new homes for UGI Save Smart New Homes Program (“the Program”). Participating Raters gain Program benefits if they agree and adhere to the terms of this Agreement and all Program requirements outlined below.
The Program is one in a portfolio of programs benefiting UGI Utilities, Inc. – Gas Division and UGI Penn Natural Gas, Inc. (collectively, the “Utility”) residential customers (“Participating Customers”) as part the PA Public Utility Commission-approved Act 129 Phase III Energy Efficiency and Conservation Plan. The Utility has retained Performance Systems Development (“PSD”) as the Program’s Contract Service Provider (CSP) to implement the Program.
Benefits for Participating Rater
Program requirements and guidelines
Participating Rater shall:
Program administrative requirements
If Participating Rater is unable to meet these requirements, they may submit, in writing, a Request for Waiver to PSD. The Request for Waiver must provide a detailed, reasonable and credible explanation of the reasons why the Participating Rater is unable to comply with the terms of the requirement. PSD reserves the right to approve or reject any Request for Waiver.
Customer Service Requirements
Participating Raters shall meet the Program’s standards for work performed, rebate applications submitted, and customer satisfaction (Standards for Work Performed or “Standards”). PSD will provide feedback on performance and adherence to the Standards and offer trainings to improve Participating Rater performance. At PSD’s discretion, Participating Raters shall be removed or suspended from the Program if they continually violate Program policies or otherwise not adhere to the Standards or terms of this Agreement. The Standards are subject to change at PSD or the Utility’s discretion.
To help ensure Participating Raters meet the Program Standards, PSD shall inspect Rater-verified equipment and submitted rebate applications. PSD shall perform a desk inspection of every rebate application. PSD shall perform an on-site inspection of a Participating Rater’s work for one of the first five (5) projects submitted. After the first on-site inspection, PSD will perform an on-site inspection on at least 25 percent of a Participating Rater’s rated homes. PSD or an evaluation contractor reserve the right to conduct selected inspections of any job. If a Participating Rater’s rating (the “Rating”) fails to meet the Standards, the Participating Rater, upon request from PSD, and at no additional cost to the Participating Homebuilder, shall make reasonable corrections to Rating that the Participating Rater has performed to bring such work up to the Standards. The corrections shall be completed within a reasonable timeframe specified by PSD. Participating Rater agrees to take steps necessary to ensure that future work shall comply with the Standards. If corrections to the Rating cause the home to fail to meet program eligibility requirements, the builder will not receive an incentive for that home. The builder may take corrective actions to make the home eligible, provided these actions are documented by the Rater and the Rater submits a new Rating reflecting these changes.
Participating Rater may describe their firm as a “participating rater” in the UGI Save Smart New Homes Program. Participating Rater shall not describe their firm as “approved,” “certified,” “accredited” or “recommended” by the Utility, and shall not use any other descriptive term which might imply a special relationship with the Utility, or imply that the Utility warrants, in any way, Participating Rater’s work. The specific phrase that may be used in marketing is: [Participating Rater name] is a participating rater in the UGI Save Smart New Homes Program. Participating Rater shall not use the Utility seals, trademarks, service marks, company logos, etc., in any advertising or solicitation of business unless pre-approved in writing by the Utility. Participating Rater shall not make reference to the Utility, or the Program, in any advertisement which makes claims or refers to a specific level of energy savings and dollar savings that customers may expect from energy efficiency products and services offered.
PSD may, in its sole discretion, and upon written notification to Participating Rater, terminate Participating Rater from the Program for good reason, including, but not limited to, if PSD cannot verify all items provided in Participating Rater’s application, obtains adverse information about Participating Rater, if Participating Rater is suspected of any fraudulent activity, if Participating Rater violates Program standards or otherwise fails to adhere to the terms set forth in this Agreement. The Utility reserves the right to extend, modify (this includes modification of program incentive levels) or terminate this program without prior or further notice.
PSD understands the sensitive nature of certain data supplied by Participating Rater as part of the Program. Any confidential customer, sales or price data provided to PSD or the Utility as part of the Program will be used only for the sole purpose of tracking and analyzing trends in sales of equipment. PSD will endeavor to compile and aggregate publicly available data in such a manner that individual confidential customer or price data cannot be identified. PSD may retain and use statistical, aggregated information to incrementally improve and develop its services and to create studies, research, products or strategic planning regarding its services and may share such information with the Utility; provided that such studies, research, products or plans do not identify customers or Participating Rater.
The cumulative sales information of all Participating Raters may be used to generate progress and summary reports, which are required to evaluate the success of the Program. These reports will be made available to the public, but will not provide Participating Customer or Participating Rater-specific information.
PSD will make all attempts permissible under the law to protect reasonable expectations of confidentiality. However, this Program is subject to public oversight and audit and therefore neither PSD nor the Utilitycan guarantee that any confidential program data or other confidential information received from Participating Rater or Participating Customer will remain confidential. Neither PSD nor UTILITY shall have liability to Participating Rater or any other party resulting from any public disclosure of data or materials.
Rater shall defend, indemnify and hold PSD and/or the Utility and its respective affiliates, officers, directors, advisors, consultants, representatives, agents, successors or assigns, counsel and employees (“Indemnified Persons”) harmless from and against any and all claims, demands, causes of action, suits and other litigation and related damages, losses and expenses, violation of any laws, or failure to maintain any licenses or permits, including but not limited to attorney’s fees arising out of or in connection with Participating Rater’s performance of its obligations hereunder, or sales, installation or performance of equipment sold under the Program. Participating Rater shall reimburse the Indemnified Persons for all expenses, including but not limited to attorney’s fees paid or otherwise incurred in connection with any and all debts, demands, actions, causes of action, suits, accounts and/or covenants that enforce the provisions of this paragraph if either Participating Rater or Participating Rater’s insurer refuses to so defend, indemnify or hold the Indemnified Persons harmless as provided above.
Program requirements, eligible equipment and incentives are subject to change at any time.
By submitting the application form, I certify that I have read and understood this agreement and thereby agree to the terms and conditions detailed herein. I have the authority to enter into this Agreement on behalf of my company.