Trade Ally Application

Washington Trade Ally Application

Applicant Information
Company Name*
Years in Business
Years under current ownership
Number of employees
CCB License #
CCB License Exp Date
Federal Tax ID
Contact Name*
FirstLast
Title
Phone*
Cell Phone
Fax
Email*
Website URL
Business entity type:
- Individual/Sole Proprietor
- Partnership, LLC, LLP
- Corporation
Mailing Address*
Street AddressCityZip Code
Business/Program type (additional insurance requirements for residential only)
- Commercial
- Residential
- Both Residential and Commercial
Company type (check all that apply)
- Architect
- Distributor
- Manufacturer
- Retailer
- Contractor
- Engineer
- Manufacturer Rep
- Builder
Services offered (check all that apply)
- Appliances
- Energy analysis
- Duct sealing (existing homes, PTCS certified)
- Boilers
- Energy modeling
- Duct sealing (new homes, PTCS certified)
- Building design
- ENERGY STAR builder
- HVAC
- Radiant Heat
- Insulation
- Food Service Equipment
- Water Heaters
- Other
Utility service area(s) (check all that apply)
- Aberdeen
- Anacortes
- Arlington
- Bellingham
- Blaine
- Bremerton
- Burlington
- Camano Island
- Ferndale
- Kennewick
- Longview
- Lynden
- Marysville
- Moses Lake
- Mount Vernon
- Northwest - Coastal
- Oak Harbor
- Sunnyside
- Walla Walla
- Wenatchee
- Whidbey Island
- Yakima
Trade Ally Requirements and Benefits (Terms and Conditions)

Please note: Lockheed Martin (LM) is the program management contractor (PMC) for the Residential and Commercial/Industrial Program.

Trade ally will receive benefits from Cascade Natural Gas Corporation (CNGC) based on their active or inactive status.
Trade Ally Requirements
1. Trade Ally is responsible for properly assisting participants in applying for cash incentives for energy efficient equipment under the Cascade Natural Gas Conservation Incentive Program. 2. Trade Allies who are Energy Star verifiers, energy raters or PTCS testing contractors shall have the appropriate certification from WSU Energy Program, RESNET or PTCS as applicable. 3. Trade Allies must supply a valid Washington Contractors Registration number, comply with laws applicable to them (such as workers compensation and employment laws) and maintain appropriate licenses and certifications for the work they are performing. • State required workers’ compensation insurance must be maintained as well as acceptable occurrence based general liability, not less than $1,000,000 and commercial automobile liability insurance not less than $500,000. • Trade Ally will provide evidence of insurance to CNGC and PMC in the form of a certificate for each required coverage. Trade Ally insurance certificate shall include “Lockheed Martin” and “Cascade Natural Gas Corporation” as additional insured. The insuring agency will notify LM & CNGC if it no longer has any license certification or insurance which may be required to be a Trade Ally in the program. Self insured builders must provide documentation of their insurance program that confirms their insurance is comparable to the $1,000,000 and $500,000 requirements. This document is subject to review prior to Trade Ally enrollment and acceptance. 4. Trade Ally will indemnify, defend and hold harmless CNGC, LM and their affiliates as well as the directors, officers and employees of each, from any claims of any kind, including attorney fees, arising out of or connected in any way with any act or omission of the Trade Ally, its employees, agents or subcontractors of any tier, in the performance or nonperformance of services as a part of the conservation program. 5. CNGC’s and LM’s liability in connection with the conservation program shall be limited to payment of earned monetary incentives. Under no circumstances shall CNGC or LM be liable to Trade Ally for any further amounts in connection with the conservation program under any legal theory, including any special consequential, incidental or indirect damages. 6. Trade Ally understands that there will be random quality control and verification of Trade Ally work by or on behalf of CNGC so that performance can be evaluated. Trade Ally must cooperate with these inspections and verifications and must perform conservation program services at standards set by CNGC in their sole discretion. Inspections will verify the project for program purposes only, and do not represent any inspections to verify safety or building codes. • New trade allies will be targeted for inspections until they establish a precedent. • All residential incentives in excess of $2,500 will be inspected. • All commercial and industrial incentives in excess of $5,000 will be inspected. • Trade Allies who fail one or more inspections will be selected for quality assurance mentoring and possible termination. 7. Trade Ally agrees to act and represent its business as an independent contractor and at no time will Trade Ally or any of the Trade Ally’s employees represent its business as an employee, agent, partner or representative of CNGC or LM. Trade Ally has no right or power to bind CNGC or act on its behalf when dealing with customers or third parties. Trade Ally, CNGC or LM shall not exercise any control or supervision of one another, nor be responsible for each other in the performance of any service. 8. Trade Ally understands that CNGC is not endorsing Trade Ally’s business, or warranting or endorsing any equipment that may be sold by the Trade Ally. Under no circumstances shall CNGC be liable to the Trade Ally for any direct or indirect losses, costs or damages arising from or related to any equipment or installation under the program. 9. Trade Ally may discontinue participating as a Trade Ally by notifying CNGC in writing of that decision. CNGC or LM may end Trade Ally’s participation at any time, at their sole discretion, by notifying Trade Ally in writing of that decision.
Trade Ally Benefits
1. Trade Ally must have active status with the program in order to qualify for full privileges and benefits. • Active status requires Trade Ally to submit ten completed energy-efficiency projects to the CNGC Conservation Incentive Program, in accordance with program requirements, within each calendar year. • In addition to the ten incentive threshold, active Trade Allies must have a 100 percent quality control pass rate following QC inspection recommendations (where deemed necessary by the QC inspector). Quality control history will be evaluated annually during the third quarter of the year by the Trade Ally coordinator in order to determine continued active status. • Inactive Trade Allies - Trade Allies who have delivered less than ten completed energy-efficiency projects within one year will be included on the list of Trade Allies on the CNGC website, but will not be eligible for other benefits until ten or more completed energy-efficiency projects are submitted in the same calendar year. Inactive Trade Allies will be offered assistance to improve participation by the PMC field team. Updated 04/12 • Two consecutive years of inactive status with no qualifying rebates processed may result in Trade Ally’s removal from the CNGC Trade Ally program the following year making Contractor ineligible for Trade Ally benefits. Contractors who have been removed from the program will need to reap- ply for Trade Ally status during open enrollment the following year. • New Trade Allies will be considered inactive and will be given until March 31st to achieve the ten project minimum to become active for that calen- dar year. 2. All Trade Allies, both active and inactive, will be listed on the CNGC website as a preferred Trade Ally so that customers know a Trade Ally is a contractor who can assist them in measure installation and obtaining CNGC incentives, federal or state tax credits and other benefits offered to participants through the conservation program. 3. Active Trade Allies will be eligible to receive customer leads or referrals and/or project requests for HVAC and/or insulation products/services. 4. All active weatherization/insulation and builder Trade Allies may select and attend up to $1,000 worth of third party trainings relevant to their field and apply for reimbursement from CNGC pending pre-approval by the end of second quarter (June 30th). Trainings will be approved at the Company’s discretion and must be relevant to the Conservation Incentive Program. Funds will be provided as a reimbursement to the Trade Ally for a pre-approved training following the receipt of a paid-in-full invoice from the training facility. The invoice must be received by CNGC within 30 days from the time the training takes place. 5. All active HVAC/water heating Trade Allies will receive fifteen (15) specialized bonus coupons worth $50 each to provide their customers towards the purchase of incentive rebate qualified high-efficiency measures. These coupons are for designated, tariff-approved conservation measures. CNGC will only accept one coupon per measure, per customer. Coupon must be attached to incentive rebate invoice and application and have the Trade Ally’s signature. Funds will be distributed to the customer in the bonus amount following the processing and approval of a measure for which the bonus coupon is qualified. The bonus amount will be included with customer incentive. Coupons are nontransferable and are for distribution solely by the designated Trade Ally. 6. Active Trade Allies will have access to “Good Form” Rewards to help customers provide complete information when submitting paperwork to CNGC. Trade Ally will receive $5.00 for every complete (no missing information) rebate-qualified Program application received within the same calendar year and processed for projects installed by the Trade Ally. Checks for the balances of the “Good Form” rewards will be issued to the participating Active Trade Allies half way through the year and at the beginning of the following year. 7. An active Trade Ally is authorized to use the CNGC trade ally logo consistent with the following CNGC usage guidelines: • Trade Ally must submit all proposed materials using the CNGC logo for review and approval by CNGC. Trade Ally shall discontinue all use of CNGC’s Trade Ally logo upon written notice from CNGC or upon Trade Ally discontinuance as a participant in CNGC’s Conservation Incentive Program. • Trade Ally may use the logo in connection with and solely for the purpose of promoting CNGC’s Conservation Incentive Program. • Trade Ally may use the Trade Ally logo on material that involves natural gas, and/or natural gas equipment only. • The logo must be sized so that all text in the logo is readable. • No aspect of the Trade Ally logo may be changed by the Trade Ally. • CNGC logo may not be used in conjunction with any other utility or company other than the Trade Ally without authorization from CNGC.
Authorized Representative (printed name)
Applicant Electronic Signature Terms and Conditions

By electronically checking the box below, I represent that the information I have provided is true and (i) I will notify Cascade Natural Gas Corporation immediately of any changes, and (ii) acknowledge that I have read, understand and consent to the Trade Ally Benefits and Requirements.
Applicant Electronic Signature*
- By checking this box, Applicant agrees to the terms and conditions outlined above
Applicant Signature Date
Required Paperwork (The following must be submitted with your completed Trade Ally Application)
Contractor or builder must provide: W9 Proof of General liability insurance ($1 million min. coverage) Proof of Auto insurance ($500k min. coverage) State-required workers’ compensation insurance must be maintained (per statutory levels) Trade Allies must list the following as additionally insured: (Certificate holder needs to be) Lockheed Martin Energy and Environmental Services 22121 20th Avenue SE, Bothell, WA 98021 Cascade Natural Gas Corporation 1600 Iowa St, Bellingham, WA 98229
Attach paperwork

You may also submit your paperwork via email or fax to:
brian.j.farnsworth@lmco.com or fax
877.671.2998

Cascade Natural Gas Washington Conservation Incentive Program

Washington Trade Ally Application

Applicant Information

Trade Ally Requirements and Benefits (Terms and Conditions)

Applicant Electronic Signature Terms and Conditions

Trade Ally Application