Contractor Enrollment Application

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Gervase Ramsey
8 years ago
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1 TDPUD is sponsoring a complimentary annual EGIA membership (a $250 value) for authorized contractors participating in the TDPUD Trade Ally Network. CONTRACTOR INFORMATION Legal Company Name: DBA: Which name would you like on the TDPUD directory? Legal Company Name DBA Business Corporate Website: Year Founded: Primary Contact Person: Annual Sales Volume: Title: Fax: Better Business Bureau Satisfactory Rating: Yes No No Rating BUSINESS CAPABILITIES* Energy/Water Commercial Lighting General Contractor HVAC Home Energy Performance Efficiency Measures: Landscaping Toilet Installations Water Leak Repairs Engineering/Energy Audits LICENSING INFORMATION *If you provide ratings, you must provide a Certified Rater #, Building Analyst #, or both as applicable. HERS #: BPI #: *If you selected anything other than Ratings as a business capability you must provide all applicable License types, numbers, and expiration dates. TRADE REFERENCES (provide three)

2 TRADE REFERENCES (provide three) INSURANCE INFORMATION COMMERCIAL GENERAL LIABILITY ($500,000 each occurrence/$1,000,000 in aggregate bodily injury, property damage, and personal injury.) Agent Name: Fax: WORKERS COMPENSATION Exp. Date BUSINESS AUTOMOTIVE LIABILITY (Not less than $500,000 each occurrence) Exp. Date FINANCING INFORMATION I would like information on the following EGIA GEOSmart Financing Clearinghouse programs * Revolving Credit Program Installment+ Loan Program Express Loan Program Flex Loan Program Commercial Financing Program CaliforniaFIRST * All Financing Clearinghouse programs summarized on page 5 of this application TERMS & CONDITIONS 1. By signing below, Contractor agrees to adhere to EGIA s standard of providing superior service and products and to promote energyefficient residential and / or business upgrades. Contractor shall not engage in any type of fraud, misrepresentation, or unfair or deceptive practices in any form of sales, marketing, or advertising. 2. To maintain EGIA membership eligibility in the TDPUD sponsored program the contractor shall perform and report a minimum of one (1) completed job submitted through the TDPUD residential and/or commercial Energy and Water Conservation Programs within the 12 months of membership and enrollment.

3 TERMS & CONDITIONS 3. Contractor shall possess and maintain in good standing all licenses, certificates, insurance required by state and local laws. 4. Contractor shall provide EGIA with evidence of current contractor licensing. 5. Contractor will maintain a satisfactory rating with the Better Business Bureau. This will be checked yearly or as needed by EGIA. 6.Contractor shall procure and maintain Commercial General Liability Insurance with a limit not less than $500,000/$1,000,000 in aggregate for bodily injury, property damage and personal injury, Business Automotive Liability with a limit not less than $500,000 each occurrence, and Statutory Workers Compensation Insurance. The Contractor shall provide EGIA with a certificate of insurance evidencing such insurance coverage as provided. 7. Contractor will make no specific guarantee of energy savings resulting from the installation of equipment or services rendered, which are not provided, by the equipment manufacturer or authorized state or federal agency. 8. Contractors shall not use EGIA s corporate name or logo without abiding by EGIA s logo use guidelines. This includes the Authorized Contractor and GEOSmart logos which are only available to financing approved contractors. 9. Contractor will obtain all legally-required building permits. 10. Contractor agrees to defend, indemnify and hold EGIA, its utility partners or energy efficiency/renewable program sponsors harmless from and against any and all losses, damages, claims and costs arising from or pertaining to the acts or omissions of the Contractor, it s agents, employees and subcontractors and for any breaches of Contractor s warranties and obligations under this agreement. 11.The GEOSmart Financing Clearinghouse Program, sponsored by EGIA, is offered as an EGIA member benefit. EGIA does not approve or decline contractors or customers for the program. All underwriting is performed by EGIA s financial services partners. 12. EGIA s financial service providers are solely responsible for providing any credit decisions. EGIA assumes no responsibility for approving or denying loan applications. Name: Signature: Date: Return this completed and signed form along with all of the required documentation by mail, fax or to: EGIA Enrollment 3800 Watt Ave. Suite 105 Sacramento CA saveenergy@egia.org fax: (800) Required Documentation: Signed Sponsored Membership Application A copy of all applicable Contractor Licenses Proof of current General Liability, Business Automotive, and Workers Compensation Insurance

4 Member Benefits Summary Contractor Enrollment Application The Electric & Gas Industries Association (EGIA) provides valued contractor benefi t programs to its members. EGIA gives member contractors the competitive edge they need to increase market share and profi tability, while also staying abreast of state & national programs and market trends impacting the industry. Join EGIA today to gain access to all of the benefi ts detailed below. Educational Webinars EGIA members receive access to EGIA Leadership Academy Web Exchanges for contractors, which are designed to help owners and senior management staff develop more profi table and sustainable businesses by challenging contractors to implement improved business practices. Industry Trend & Best Practice Reports EGIA routinely surveys its contractor network on specifi c focus topics to gain insight on how contractors are evolving their business practices to achieve maximum success and publishes a summary of the survey results for EGIA members. Customer Financing Programs EGIA members have access to an industry-leading portfolio of residential fi nancing and commercial leasing programs that make investing in energy effi ciency upgrades more affordable for their customers. Discounted Business Products & Services EGIA has negotiated special discounts with many of the premier business product & service providers available today. Current discounted products and service include: Business Insurance, Employee Benefi t Packages, Payroll Processing, Customer Collections, Quoting Software, Website Development, Online Marketing Services, and Merchant Services. Sales Training & Promotional Tools EGIA provides sales training and promotional materials for fi nancing approved members that are designed to help contractors become more effective at marketing, closing sales and communicating the value of energy-effi cient home improvements. Additional Benefits For Elite Contractors EGIA member contractors who have been in business for at least 10 years and bring in at least $2,000,000 in annual revenue may qualify for access to additional EGIA programs such as the Energy Effi ciency Rebate Program and access to the EGIA Industry Leader logo. Industry Advocacy EGIA plays an active role as an industry advocate on behalf of our members to increase consumer demand for high quality energy-effi cient upgrades and encourage the growth of utility and state sponsored programs. To learn more about these benefits visit or contact EGIA at or saveenergy@egia.org

5 GEOSmart Financing Clearinghouse Contractor Enrollment Application Installment+ Loan Program This program features a revolutionary paperless application process and allows contractors to offer low monthly payments, no interest / no payment programs, special promotions designed to carry rebates or tax credits, and more. Unsecured installment loans to $55,000 Fixed APR promotions from 0% to 11.99% Terms to 12 years No interest / no payment options for 6, 12 or 18 months No interest with payment options for 6, 9, 12, 18 or 24 months Revolving Credit Program This program allows homeowners to get an open lineof-credit with their chosen contractor that can fund current and future projects. This program features limited paperwork, easy funding and several different financing promotions. Unsecured financing up to $35,000 with approved credit Special APR promotions from 5.90% to 12.90% Fixed monthly payments as low as 1.75% No interest with payment options for 6-18 months Flex Loan Program Access multiple programs with one call including installment payments, same-as-cash options, no equity 2 nd mortgages as well as programs for credit challenged customers. No proof of income is needed on unsecured loans under $15,000. This is a great option for contractors who need a variety of solutions in one place. Unsecured installment loans to $45,000 Secured Second-Look options avaialble Fixed APR buydown options as low as 2.99% Terms up to 20 years With payment deferred interest options for 6, 12, 18 or 24 months No interest / no payment options for 3, 6, 12 or 18 months Stage funding is available Express Loan Program Great for contractors new to financing. The customer application process is paperless and the funding and simple. This program gives the ability to offer low monthly payments and no interest / no monthly payment programs. Note: Does not finance photovoltaic solar. Unsecured installment loans to $45,000 Fixed APR promotions from 0%-6.99% Terms to 12 years No interest / no payment options for up to 24 months Commercial Financing Program This program provides contractors with a comprehensive financing solution for their commercial clients and their own business. Approved projects include HVAC, geothermal, lighting, solar PV, solar thermal, refrigeration, energy-efficient office equipment and more. Loans from $5,000 - $5,000,000 Terms up to 60 months Simple credit application & fast credit turnaround Competitive interest rates To speak to a GEOSmart Financing Consultant to determine which program is ideal for your business, call or saveenergy@egia.org.

Business Development Resource For Washington Trade Allies. Presented on August 21, 2013

Business Development Resource For Washington Trade Allies Presented on August 21, 2013 Agenda Overview of the member benefits available through your complimentary EGIA membership Bruce Matulich Review