WISE Program Applicant Handbook - PDF document

1 WISE Program Applicant Handbook
WISE Program Applicant Handbook Facilitated by: Southwest Florida Water Management District DRAFT Fiscal Year 2019 ��2 Table of Contents Introduction 3 Program Guidelines 4 Reimbursement Amount and Percentages 5 Eligible Water Conservation Items 6 The Application, Evaluation and ReimbursementProcess 7 Program Contacts 9 Appendix WISECost Share Program Application WISEProgram and Maintenance Agreement Form WISERequest for Reimbursement SWFWMD Request for TIN and Supplier Classification (W9) Form The Southwest Florida Water Management District (District) does not discriminate on the basis of disability. This nondiscrimination policy involves every aspect of the District’s functions, including access to and participation in the District’s programs and activities. Anyone requiring reasonable accommodation as provided for in the Americans with Disabilities Act should contact the District’s Human Resources Office Chief, 2379 Bro

2 ad St., Brooksville, FL 346046899; telep
ad St., Brooksville, FL 346046899; telephone (352) 7967211 or 1-8004231476 (FL only), ext. 4703; or email ADACoordinator@WaterMatters.org . If you are hearing or speech impaired, please contact the agency using the Florida Relay Service, 18009558771 (TDD) or 1 8009558770 (Voice). ��3 Introduction The WISE Program’s (Water Incentives Supporting Efficiency)purposeisto inancially incentivizewater conservation projects nonagricultural water users. This supportsthe District’s mission to ensure the publics water needs are met and the Districts strategic goal to enhance efficiencies in all wateruse sectors to ensure beneficial use. WISE is a 50% ost share program with up to $20,000 of District funds per project. This handbprovides information to applicants wishing to participate in the WISEProgram. The WISE Program is in its first year of operation (FY2019 funding). Therefore, this document is subject to changeby the District as the program continues to be developed. Figure 1. Map of the District ��4 Program Guidelines To be elig

3 ible to participate in the WISEProgram,
ible to participate in the WISEProgram, the application must meet the following guidelines:The property must be located within the District’s boundaryThe property must be in compliance with District regulatory requirements. Water source must be one of the following: utility supplied potable water, groundwater, or surface water. Application and WISEProgram and Maintenance Agreement must be executed by the property owner. Individual homeowners are not eligible for funding. peration and maintenance activities are not eligiblefor funding. Project should be completed within 1 year or less of funding award. Water savings shouldbe calculated on a project by project basis using the following guidance:Depending on the type of project, District staff may be able to assist with calculations. If water use is known for a given device (such as a toilet) and a more water efficient device is proposed with the project, then provide savings estimate based on pre-projectvs postproject usage in gallons per day.If usage variesday to day, and/ or season to season, then provide the averag

4 e throughout the year. If preproject wat
e throughout the year. If preproject water use is not known for an existing use, then wellestablishedbenchmarks of water use for given device should be provided with the sources cited.In instances where the property is involved with new construction, calculations should show how the project equipment is more efficient than conventional equipment on the market(water savings would be the difference in use between conventional equipment and project equipment) ��5 Reimbursement Amount and Percentages Up to 50% of total project costs. The maximum District reimbursement is $20,000 per project. In instances where the property is involved with new construction, reimbursement amounts will only fund 50% of the incremental cost increasebetween conventional equipment and the high efficiencyproject equipment. Bid/quote documentation will be necessary for both a onventional version of the equipment and the high efficiency project equipment.The WISE program funding, eligible itemsand amount of reimbursement may vary yearyear.Funds will be awarded on a “first come f

5 irst serve” basis until funds are d
irst serve” basis until funds are depletedeimbursement payments will be made to the applicant as identified on the Request for Taxpayer Identification Number and Supplier Classification form. ��6 Eligible Water Conservation Items(list is not comprehensive) The District is offering cost share incentivesfor a variety ofwater savingsitems(other items not listed here could be still be eligiblepending District approvalIn addition to the hardware components, the necessary labor, installation and design costs are eligible expenses (when a third party or contractor is used). Indoor plumbing fixtureshave caps on the maximum amount reimbursable per item. Items are shown below:Outdoor: 1. Soil moisture sensors or equivalent technology 2. Weather stations 3. Rainwater harvest cisterns 4. Irrigation conversions ( from high volume to low volume) 5. Smart irrigation controllers 6. Irrigation evaluations Indoor: Item Allowable Cost Per Item Maximum District reimbursement per item Residential – High Efficiency (1.28

6 gpf or less) Toilet Commercial – 1
gpf or less) Toilet Commercial – 1.6 gpf(or less) Toilet $100 $50 Watersense labeled showerhead $ 15 $ 7.50 Other: 1. Cooling tower modifications, pretreatment, filtration etc. 2. Equipment to allow s equential water reuse 3. Improved control systems (automatic shut - off) and f low meters (for systems not required to meter ed by the District) 4. Dole valves (pressure regulation) 5. A/C condensate capture 6. Processes modifications 7. Other approved water conservation practices ��7 Application Process Interested applicants should schedule a preapplication meeting with District staff listed below in Program Contacts.Submit a complete WISE ost hare Program Application (provided with this handbook). A complete WISE application consists of:A signed and dated application(project information pages). Water savings estimate and documentation of calculations(as described in program guidance). WISE Program and aintenance greement signed by an authorized signatory of the applicant. Documentation evid

7 encing signatory’s authority may be
encing signatory’s authority may be requested by the District. In order for expenses to be eligible for reimbursement under the WISE Program, the following procurement standards applicable to the District must be met: i.Under $10,000 – Minimum one (1) documented quotation or best source catalog priceii.$10,001 - $25,000 – Minimum two (2) competitive written quotationsiii.$25,001 - $100,000 – Minimum three (3) competitive written quotations iv.Over $100,000 - Formal competitive procurement requiring public advertisement and sealed responsesA Request forTaxpayer Identification Number and Supplier Classificationform (the District’s substitute W9) completed by the applicant. Application Evaluation District staff will notify applicant that the application was received within business days of submittal.District staff will contact the applicant with any questions and perform a cost effectiveness calculationto verify the project meets the minimum threshold for funding. The thresholds for funding are shown in the table below. ��8 Eligible

8 for Funding Ineligible for Funding
for Funding Ineligible for Funding $6.00 per 1000 gallons or less $6.01 per 1000 gallons or more he District may elect to perform a site visit to better understand the project and water related benefits.the application review is completed(could take up to 4 weeks), the istrict will notify the applicantin writing (via email) as to whether the project is approved for funding. approved, the installation of the conservation item(s) may begin. Items CANNOT be purchased or installed before the application has been processed and approved. Reimbursement Process After project iscompleteand fully paid for, contact District staff. Submit a completed Request for Reimbursement form, and provide the invoice for reimbursable items and proof that reimbursable items were payed for (proof of payment). The District will conduct a site visit to document the item(s) wereinstalled.The District will issue reimbursement. ��9 Program Contacts Primary: Josh MaddenWater Resources Bureau2379 Broad StreetBrooksville, FL 3460468993527967211 ext.

9 41971-8004231476 (Florida only) josh.mad
41971-8004231476 (Florida only) josh.madden@swfwmd.state.fl.us Alternate: Vivianna BendixsonWater Resources Bureau2379 Broad StreetBrooksville, FL 3460468993527967211 ext. 42301-8004231476 (Florida only) Vivianna.Bendixson@swfwmd.state.fl.us Alternate: Jake CuartaWater Resources Bureau2379 Broad StreetBrooksville, FL 3460468993527967211 ext. 45761-8004231476 (Florida only)Jake.cuarta@swfwmd.state.fl.us ��10 &#x/MCI; 0 ;&#x/MCI; 0 ;APPENDIX ��11 &#x/MCI; 0 ;&#x/MCI; 0 ;WISECost Share Program ApplicationProject InformationDate:____________________ County:______________________________Applicant (entit’s legalname):______________________________________ ontactperson____________________________________________________ Mailing Address:___________________________________________________Phone:_____________________________________________________________ Email:_____________________________________________________________Project location (if different from above):____________________

10 ____________ ___________________________
____________ __________________________________________________________________ater Use Permit # (if applicable): __________ Indicate the conservation item and the respective costs: # of Items EligibleConservation Items Estimated water savings in gallons per Estimated Cost 100 High Efficiency Toilets (EXAMPLE) 2,000 $10,000 100 Toilet install costs (EXAMPLE) NA $5,000 Total Project Cost 50 % Estimated Reimbursement Maximum Reimbursement $ 20 ,000 12 Application must include Itemized project budgetopies of vendor quotes (as described in application process on page 7) Water savings calculation documentationWISE Program and Maintenance agreement formTaxpayer identificationforme following are WISEcost share program qualification requirements. For each item below, please select the answer that applies to your project: Yes No Is the project located within the District’s bou

11 ndaries ? No Is the property in compli
ndaries ? No Is the property in compliance with the applicable District’s regulatory requirements? No Does this project conserve water that is purchased from a water supply utility ? If yes, provide the name of the utility: __________ ____________ No Does this project conserve water from privately owned groundwater wells? No Are you applying on behalf of a commercial (corporation)/ governmental/ or HOA type of entity ? No If your project is replacing existing equipment, isthe existing equipment currently operational and functional? No Does your application include project specific water savings estimates/calculations ? Yes No Is the project planned to be completed within 1 year from application? Yes No Has any work s tarted or equipment been purchased prior to submittal ? No Is the property undergoing new construction? If yes, does the application include documentation of the difference in costs and water savings between conventional items and high efficiency project equipment? ___ Yes No Ha s applicant previously par

12 ticipated in the WISE cost share prog
ticipated in the WISE cost share program? ��13 &#x/MCI; 1 ;&#x/MCI; 1 ;Yes &#x/MCI; 3 ;&#x/MCI; 3 ;No Has applicantapplied for other grants/cost share programs to fund this project? If yes, provide the program name, amount receiving, and items funded: _____________________________________________________ Submit application tothe Primary Program Contact person (page 10). Hardcopy by mail or PDF document by email.I hereby certify that the information contained herein is true and accurate and that I have legal authority to undertake the activities described herein and to execute this application. _______________________________________ Print Legal Name of Applicant By: ______________________________________ Print Name of Authorized Signatory ______________________________________ Signature Date _______________________________________Title 14 WISE Program and

13 Maintenance Agreement The undersigned h
Maintenance Agreement The undersigned hereby agrees to the terms of this Agreement which shall become effective upon execution by the parties and shall expire five (5) years from the date the reimbursement request is received by the District. The Participantshall implement and maintain the items funded under the WISE Program during the term of this Agreement. The Participant is responsible for the replacement of any Programfunded items that may be lost, damaged, or stolen during the term of this Agreement.In the event of abandonment of Program funded items or property sale, the Participant shall notify the District who may elect to recover reimbursement from the Participant in an amount equal to the full costshare reimbursement amount, less depreciation calculated on straightline basis over the five (5) year maintenance period.Upon 48hour notice, the District shall be given access to facilities/property to examine all Programfunded items. Upon 48hour notice, the District shall be given access to examine or audit all Program related records and documents. The Participa

14 nt shall maintain all such records and d
nt shall maintain all such records and documents for at least five (5) years following the expiration or termination of this Agreement. All records and documents are subject to the Public Records Act, Chapter 119, F.S. This provision shall survive the expiration or termination of this Agreement.The Participant assumes full responsibility for any and all risks associated with the use of the Program funded items, and releases, waives and covenants not to sue the District for any loss or damage resulting from the Participant’s use of the items. The Participant further agrees to indemnify the District for any and all liabilities, claims, and expenses caused or incurred, in whole or in part, as a result of any act or omission by the Participant, its officers, employees, contractors, agents, assigns or anyone for whose acts or omissions any of these persons or entities may be liable during Participant’s performance under this Agreement. This provision shall survive the expiration or termination of this Agreement.Pursuant to Section 216.347, F.S., the Participant is p

15 rohibited from using funds provided by t
rohibited from using funds provided by this Agreement for the purpose of lobbying the Legislature, the judicial branch or a state agency. IN WITNESS WHEREOF, the parties hereto, or their lawful representatives, have executed this Agreement on the day and year set forth next to their signatures below. _______________________________________ SOUTHWEST FLORIDA WATER Print Legal Name of Participant MANAGEMENT DISTRICT By: _______________________________________ By: __________________________________ Print Name of Authorized Signatory Print Name of Authorized Signatory _______________________________________ ___________________________________ Signature Date Signature Date ____________________________________ ________________________________ Title (if company) Title 15 WISE Request for Reimbursement Project #:

16 Name: Address: C
Name: Address: Conservation Item Unit Cost Total Cost % Cost Share Amount Requested Certification Statement: I certify that the item(s), as indicated on this form have been implemented on the property described herein.___________________________________________ Participant’s signature Date Total Reimbursement Total (up to $20,000) ____________________________________________District’s authorizedsignature Date Please include the following:Invoice(s) and proof of payment. Pictures taken during and at completion ofproject. District PM Initials 16 17 0 ��11 &#x/MCI; 0 ;&#x/MCI; 0 ;WISECost Share Program ApplicationProject InformationDate:____________________ County:______________________________Applicant (entit’s legalname):______________________________________ ontactperson___________________________________________

17 _________ Mailing Address:_____________
_________ Mailing Address:___________________________________________________Phone:_____________________________________________________________ Email:_____________________________________________________________Project location (if different from above):________________________________ __________________________________________________________________ater Use Permit # (if applicable): __________ cate the conservation item and the respective costs: # of Items EligibleConservation Items day Estimated Cost 100 High Efficiency Toilets (EXAMPLE) 2,000 $10,000 100 Toilet install costs (EXAMPLE) NA $5,000 Total Project Cost 50 % Estimated Reimbursement Maximum Reimbursement $ 20 ,000 ��9 Program Contacts Primary: Josh MaddenWater Resources Bureau2379 Broad StreetBrooksville, FL 3460468993527967211 ext. 41971-8004231476 (Florida only) josh.madden@swfwmd.state.fl.us Alternate: Jake CuartaWater Resources Bureau2379 Broad StreetBrooksville, FL 3460468993527967211 ext. 45761-8004231476 (Florida only)Jake.cuarta@swfwmd.stat