LOW INCOME PROGRAM. Weatherization Eligibility Requirements

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1 LOW INCOME PROGRAM Weatherization Eligibility Requirements An energy audit must be performed prior to the installation of weatherization measures to be eligible for rebates. Lewis County PUD provides energy audits at no charge to current customers. Homes with the following heating systems are eligible for the weatherization portion of this program. Permanently installed electric heating system Baseboard, Wall, Ceiling resistance heat Electric forced air furnace Electric fired boiler Heat pump Some homes that utilize supplemental heating systems such as free standing stoves or fireplace inserts, may also be eligible provided these systems are accompanied by the current, and verified usage history of plug-in electric space heaters. Homes with a forced air furnace or boiler fueled by natural gas, oil, or propane are not eligible for incentives. These customers should contact their gas or oil provider to inquire about available programs. Ductless Heat Pump Eligibility Requirements Electric or wood heating systems in site built and manufactured homes are eligible for this program. Homes with supplementary gas stoves & fireplace inserts may also be eligible. Homes with gas, oil, or propane forced air furnaces and boilers are not eligible for this program. Income Requirements Household gross earnings cannot exceed 200% of federal government poverty standard Incentives *Site Built Homes Only Attic 100% of installed cost Floor 100% of installed cost Wall 100% of installed cost NFRC Rated U-Value.30 Single Pane $10.00 / sq.ft. Double Pane Metal $10.00 / sq.ft. Patio Doors NFRC Rated U-Value.35 Single Pane $10.00 / sq.ft. Double Pane Metal $10.00 / sq.ft. Low Income Ductless Heat Pump $3,800

2 After the eligibility requirement has been met, the following steps are applicable: 1. After your initial audit is completed you will receive a list of eligible measures for your home. 2. Lewis County PUD offers a courtesy list of area contractors, available in our Chehalis and Morton offices as well as our website A regional list of approved heat pump contractors can also be found on 3. Approved low income customers must obtain a minimum of two bids and submit them to energy services for review. 4. A verification of the measures installed may be conducted by a member of our Energy Services team to ensure the installed measure(s) meet program specifications. 5. Payment of the verified incentive is made to the chosen party. Please note that if you choose to do weatherization work yourself or have an installer other than one on our provided list do the work, you must complete and submit the weatherization homeowner acknowledgement form, and all receipts and/or paid invoices for verification. The incentive will be paid to the homeowner after a measure verification appointment has been completed. We also offer a financing program for energy efficiency projects. Please refer to for more information. We look forward to your participation in the Low-Income Weatherization Program. If you have any questions, please contact us at your convenience. Energy Service Dept. PO Box 330 Chehalis WA energyservices@lcpud.org Phone: (360) ext. 493 Toll free ext. 493

3 DEFINITION OF INCOME Refers to total annual cash receipts before taxes from all sources, with the exceptions noted below. Income data for a part of a year may be annualized in order to determine eligibility--for example, by multiplying by four the amount of income received during the most recent three months. Income Includes Money, wages and salaries before any deductions; net receipts from non-farm or farm self-employment (receipts from a person's own business or from an owned or rented farm after deductions for business or farm expenses). Income Also Includes Regular payments from social security, railroad retirement, unemployment compensation, strike benefits from union funds, worker's compensation, veteran's payments, training stipends, alimony, and military family allotments; private pensions, government employee pensions (including military retirement pay), and regular insurance or annuity payments; dividends, interest, net rental income, net royalties, periodic receipts from estates or trusts, and net gambling or lottery winnings. Income Excludes Capital gains; any assets drawn down as withdrawals from a bank, the sale of property, a house, or a car; onetime payments from a welfare agency to a family or person who is in temporary financial difficulty; tax refunds, gifts, loans, lump-sum inheritances, one-time insurance payments, or compensation for injury. Income Also Excludes Non-cash benefits, such as the employer-paid or union paid portion of health insurance or other employee fringe benefits, food or housing received in lieu of wages, the value of food and fuel produced and consumed on farms, the imputed value of rent from owner-occupied non-farm or farm housing, and such Federal noncash benefit programs as Medicare, Medicaid, Food Stamps, school lunches, housing assistance and combat zone pay to the military.

4 Income Guidelines Columns A and B show that maximum income allowed at 200% of the poverty guidelines. Further income documentation testing may be required to determine actual eligibility. All documentation must be legible. Income levels shown below are based on Gross Income. INCOME ELIGIBILITY GUIDELINES Household Size Monthly Income Annual Income 1 $2,010 $24,120 2 $2,707 $32,480 3 $3,403 $40,200 4 $4,100 $49,200 5 $4,797 $57,560 6 $5,493 $65,920 7 $6,190 $74,280 8 $6,887 $82640 Required Documentation For each household member, provide copies of one of the following Adults 18 years and older State ID or driver s license US passport of passport card Military ID or dependent ID card Tribal membership card w/ picture US visa or resident alien card Foreign passport Children under 18 years State ID or driver s license Birth certificate State medical card Social Security card US passport or passport card Military dependent ID card Tribal membership card w/ picture US visa or resident alien card School or daycare record Pension For each household member with income, Provide the following documents that apply 1. Pay stubs for the 3 complete consecutive months prior to the signature date on this form (for example, if signed in May, submit February, March, & April). 2. Current year Social Security, VA or Pension award letter. 3. Bank Statements for the same 3 month period explained above. 4. Investment dividend or disbursement statements 5. Last completed IRS tax return 6. Any other Income

5 WEATHERIZATION INSTALLERS LIST Public Utility District No. 1 of Lewis County (the District) has established a weatherization Installer s list. The presence of an installer s name on this list does not mean that the installer is financially or technically competent to perform work for you. Any contract between you and an installer listed below is at your own risk. ADDRESS PHONE ADDRESS PHONE Carrig & Dancer Enterprises (253) th St South (800) Lakewood, WA & A Glass Enterprise (360) S Tower (800) Centralia, WA Eubanks Glass (360) P.O. Box 264 Centralia, WA Boulton (360) Lathrop Industrial Dr SW (800) Olympia, WA INSULTECH (360) P.O. Box 111 (360) Morton, WA Vessey & Sons Construction (360) S Park St Oakville, WA & The Roof Doctor, Inc. (360) Bishop Rd (360) *Fax Insul-Pros (360) Harrison Ave #26 Centralia, WA Echo Energy LLC (360) Compton Blvd Lacey, WA Ashby Builders Inc. (360) PO Box 1870 Castle Rock, WA & Evergreen (253) South 96 th St Tacoma, WA 98444

6 HEAT PUMP INSTALLERS LIST Public Utility District No. 1 of Lewis County has compiled this list as a convenience for its customers. The presence of an installer s name on this list does not mean that the installer is financially or technically competent to perform work for you. Any contract between you and an installer, whether listed below or not, is at your own risk. Business Name Phone Chehalis Sheet Metal (360) PTCS, Americool Heating & Air (360) Rochester, WA PTCS, Renaud Electric (360) Kelso, WA PTCS, Carlson s Heating & Air (360) Kelso, WA PTCS, Magruder Heating & Cooling (360) Pe Ell, WA PTCS, Advanced Energy Systems (360) Scott s Heating (360) Ethel, WA Alpine Ductless (360) Olympia, WA Twin County Mechanical (360) Mills Heating & Cooling (360) Leventon Heating & Cooling (360) Actionaire, Inc. (360) Hoquiam, WA Business Name Phone Northwest Heating (360) PTCS, Sunset Air (360) Lacey, WA PTCS, Brennan Heating & Air (877) Seattle, WA PTCS, Denali Heating & Air (360) Castle Rock, WA PTCS, Twin City Service Co. (360) Kelso, WA PTCS, Rawhide Electric Services LLC (360) Longview, WA PTCS, Energy Star Systems & Stoves (360) Eastco Electric (360) Mossyrock, WA (360) Butch s Heating & Air (360) CSI-HVAC (253) Tacoma, WA All Ductless (360) Olympia, WA Gig Harbor Heating & AC (253) Gig Harbor, WA = Ductless Heat Pump systems PTCS = Ducted Forced Air Systems

7 Lewis County PUD Low-Income Program Application Occupant Information Account Holder Name Account Number Service Address (Street, City, State, Zip) Phone Number: Housing status: Own Rent Subsidized Household Members list all people who permanently reside in the household, Identification for all people listed is also required. Name(s) Include first and last name of all household members, beginning with the primary applicant Age Income Source Verified with (Code) Total Income For Months Deductions: 10% for Retirement (if taxed) 15% for Unemployment 20% for earned income Month 1 Month 2 Month 3 Applied % Amount Total Gross Adjusted Gross Income Documentation Used (Code) A) Tax Return B) Bank Statement C) Pay Stub D) Social Security Award Letter E) No Income Statement F ) Other Signature & Acknowledgement By signing below, I certify that the information I have provided with this application is complete and accurate to the best of my knowledge and belief. I understand that I am signing this form under penalty of criminal prosecution if I knowingly give false information which results in payment to which I am not eligible for, and I will be required to repay Lewis County PUD for any assistance received. Total Adjusted Gross Income Calculations Number of Months Documented (3 months or 12 months) Average Monthly Income Primary Applicant Signature Date Staff Signature

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