Provide a certificate or documentation from the Secretary of State in which you incorporated that shows your company legal name. Many companies use a “Doing Business As” name or nickname in daily business; the City requires the legal name for your company. When preparing all forms below, use the proper company legal name. Your company’s legal name can be verified through the State Corporation Commission in the state in which you were established, which is often located within the Secretary of State’s Office for each state. For the State of Washington, see http://www.secstate.wa.gov/corps/

This response is mandatory. The determination you have achieved all minimum qualifications is made from this section alone, and therefore, the Evaluation Committee is not obligated to check references or search other materials in your proposal to make this decision.For each Minimum Qualification listed below, please describe how you meet the minimum qualification.Minimum Qualification #1Consultant must have a minimum of three years of experience coordinating with a network of heat pump HVAC and/or heat pump water heater installers, and promoting and managing manufacturer, utility or municipal rebates.Minimum Qualification #2Consultant must have successfully performed one contract with services similar to those described in this RFP.Minimum Qualification #3Consultant must be able to distribute ductless, mini-split, and central air sourced heat pump systems that meet or exceed a Heating Season Performance Factor (HSPF2) of 8.5 and a Seasonal Energy Efficiency Rating (SEER2) of 15.2, and that is in accordance with the City of Seattle’s Noise Ordinance maximum noise levels for residential zones.Minimum Qualification #4Consultant must have a local office within 50 miles of the greater Seattle area and distribute qualified heat pumps and/or heat pump water heaters to at least ten different installers providing services in the Seattle area.Minimum Qualification #5Consultant must be able to advance/reimburse instant rebates to installers for work completed and seek reimbursement from City of Seattle monthly for rebates provided.Minimum Qualification #6Consultant must be able to properly review, approve, store, and transmit documentation submitted by installers for incentive verification and collect project data to report to the City of Seattle, in accordance with the City’s privacy and data security policies.Minimum Qualification #7Consultant must be able to provide at least one program orientation training per year to contractors and provide in-house support to contractors to respond to program questions.

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This document details the submittal requirements for your proposal response.Primary point(s) of contact and project role(s) within your organizationPlease list any project partners (manufacturers, key installers, sub-consultants, etc.) that will support in this scope of workFor each appliance type below, please provide a list of the equipment and manufacturers to be used in the program that also meets the minimum efficiency requirements. In particular, describe how this product list meets the needs of the Seattle market and offers equipment variety.EquipmentMinimum Efficiency RatingsHeat Pumps for space heating/coolingHSPF2 8.5 and SEER2 15.2 and meets the City of Seattle’s Noise Ordinance levels for residential zonesSaddle Window heat pumps Energy Star Certified or meeting technical criteriaHeat pump water heatersEnergy Star Certified or CEE Tier 1 and greaterInduction cooking equipmentEnergy Star CertifiedList, per appliance type, the proposed incentive value and projected total number of appliances to be supported on an annual basis. Consultants are encouraged to propose distributor or manufacturer incentives in addition to the City’s incentive to maximize resident savings. Please note if proposed manufacturer incentives have already been negotiated with the manufacturers or if the amount is projected. Specify the proportion of the incentives that will be passed directly to the customer.Heat pumps for space heating/coolingSaddle mount window heat pumps (if available)Heat pump water heatersInduction cooking equipmentThe Program is interested in keeping rebates as accessible for residents as possible with a preference for point-of-sale “instant” rebates. Describe the proposed rebate distribution process, include how data and documents will be collected and reported back to the city.Describe how you would integrate these incentives with other rebate programs such as the Washington HOMES/HARP Program.What is the proposed marketing strategy to reach consumers with these rebate offers? What resources can you provide to enact this strategy? Please list any particular steps or resources to reach residents in overburdened communities.Overburdened communities are geographically defined as having a rank of 9 or 10 on the Washington Department of Health’s Health Disparities Map. For the purposes of this RFP and project, they can also be considered as households facing barriers (lower-incomes, lack of culturally relevant or in-language information, etc.) to taking on home electrification projects.What tools, platforms, or other resources are available to provide consumer education on home electrification? Topics could include technology overviews, equipment user guides, installation processes for self-install equipment, etc. Please include URLs to digital resources as relevant. Please describe your participating installer management strategy, including how you will:Build and manage the contractor network Keep contractors informed on program requirements and updatesEnsure contractors follow all program guidelines, provide the rebate as expected, and collect program data appropriatelyAny other steps to promote a good installer experience for residentsEnsure installers can participate in the State of Washington's HOMES/HARP programs What efforts will be undertaken to increase participation of Women and Minority owned businesses, Veteran owned businesses and small businesses in a participating contractor pool?Please describe your contractor or HVAC business training abilities and any existing training resources to contractors and their employees.Provide a budget breakdown for all incentives and activities this proposal, including administrative costs.

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Please download the below document, complete, and upload. Provide information to the extent this information is available. If your response is incomplete or requires further description, the City may request additional information within a specified deadline, or may determine the missing information is immaterial.

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