Program Year 2025 Policy Binder.pdf

1600 Broadway, Suite 1960, Denver, CO, 80202

Policy Binder Program Year 2025

Colorado Energy Office Weatherization Assistance Program

Policy Binder Table of Contents

• CEO-WAP-101 Funding Allocation

• CEO-WAP-102 Contracts

• CEO-WAP-103 Closeout Requirements

• CEO-WAP-201 Allowable Expenditures

• CEO-WAP-202 Budget Revisions

• CEO-WAP-203 Invoicing

• CEO-WAP-204 Advance

• CEO-WAP-205 Procurement Procedures

• 301 Client Eligibility Criteria & Application

• CEO-WAP-302 Service Priorities

• CEO-WAP-303 Client Confidentiality

• CEO-WAP-304 Client Education

• CEO-WAP-305 Client Complaints

• CEO-WAP-306 Client File Requirements

• CEO-WAP-401 All Unit & Building Eligibility

• CEO-WAP-402 Landlord Agreements & Contributions

• CEO-WAP-403 Deferrals

• CEO-WAP-404 Historic & Environmental Preservation

• CEO-WAP-501 Subcontracting

• CEO-WAP-502 Waiver Provisions

• CEO-WAP-503 Pilot Projects

• CEO-WAP-504 Workers’ Compensation

• CEO-WAP-505 Vehicles

• CEO-WAP-601 Subgrantee Monitoring & Inspection

• CEO-WAP-602 Corrective Action-Removal Procedures

• CEO-WAP-603 Subgrantee Standing Determination

• CEO-WAP-604 Subgrantee Appeals to CEO

• CEO-WAP-605 Required Notifications

• CEO-WAP-606 Policy Update Process

• CEO-WAP-607 Media & Communication Guidelines

• CEO-WAP-608 Branding Guidelines

• CEO-WAP-609 Subgrantee Training & Certification

• CEO-WAP-610 Record Retention

• CEO-WAP-701 Data Entry & Reporting

• CEO-WAP-702 Fuel Consumption Data

• CEO-WAP-703 Rebate Reporting

• CEO-WAP-801 Energy Audit

• CEO-WAP-802 Health & Safety

• CEO-WAP-803 Building Shell Air Sealing

• CEO-WAP-804 Insulation

• CEO-WAP-805 HVAC

• CEO-WAP-806 Ventilation

• CEO-WAP-807 Baseload Measures

• CEO-WAP-808 Solar Photovoltaics

• CEO-WAP-809 Electric Appliances

• CEO-WAP-901 Manufactured Homes

• CEO-WAP-902 Inspection Requirements

• CEO-WAP-903 Call Backs & Go Backs

• CEO-WAP-904 Miscellaneous Requirements

• CEO-WAP- 905 Build America Buy America (BABA)

Linked Appendices Policy

Number Appendix Number Document

All 100 A0 Colorado Field Guide Multifamily Housing

All 100 A1 Colorado Field Guide Site Built and Manufactured Housing

All 100 A3 Glossary of Terms & Acronyms

All 100 A4 10 CFR 440

All 100 A5 2 CFR 200

103 103 A1 Closeout Cover Sheet

103 103 A2a PY24 Closeout Reconciliation Form

103 103 A2b PY25 Closeout Reconciliation Form

201 201 A2 Funding Matrix & Rules

204 204 A1 Advance Request Form

205 205 A1 Capital Equipment Request Form

301 301 A1a CEO WAP Application English with Instructions

301 301 A1b CEO WAP Application English without Instructions

301 301 A1c CEO WAP Application Instructions English

301 301 A2a CEO WAP Application Spanish with Instructions

301 301 A2b CEO WAP Application Spanish without Instructions

301 301 A2c CEO WAP Application Instructions Spanish

301 301 A3a Income Affidavit English

301 301 A3b Income Affidavit Spanish

301 301 A4 CEO WAP Client Income worksheet

301 301 A5 Verification of Lawful Presence (Federal Funding)

301 301 A6 Consent to disclose Utility Data: Atmos

301 301 A7 Consent to disclose Utility Data: Black Hills

301 301 A8 Consent to disclose Utility Data Colorado Natural Gas

301 301 A10 Utility Data Consent Form Xcel Energy English

301 301 A11 Utility Data Consent Form Xcel Energy Spanish

301 301 A12 Multifamily Unit WAP Application

301 301 A13 Multifamily Unit Information Form

301 301 A14 Multifamily Utility Release Form English

301 301 A15 Multifamily Utility Release Form Spanish

301 301 A16 Utility Data Consent Form Holy Cross Energy

301 301 A18 PY245 WAP Income Limits for Clients https://drive.google.com/file/d/1qTYzmENL0yzMSaAGW-ZwrceoZwahQU-e/view?usp=sharing https://drive.google.com/file/d/1IA-y91ug301xW7RruxZyQHTppWQ_dySn/view?usp=drive_link https://drive.google.com/open?id=16RVjuGWGFNFWl73VLIEUYW6dpnbGctcCNE85tdmrfns https://drive.google.com/open?id=1cYcDON8WCFsolpaVSBp6axr8AXlXF7N3 https://drive.google.com/file/d/19ZL7zrioqCtxQv53vKo3kryFHXSI_LHy/view?usp=sharing https://docs.google.com/spreadsheets/d/1QrlpNMzH0ysNEvkjwR4g4mXblCDU8Cwz/edit?usp=drive_link&ouid=112561753351098575505&rtpof=true&sd=true https://docs.google.com/spreadsheets/d/1jh9L_xCT3PQ404EKjJHwMngtbMz1OxP5/edit?gid=985310461#gid=985310461 https://docs.google.com/spreadsheets/d/1snDKc5tzgJqZqBYRYGcOPNrlkz6y9sEu/edit?gid=985310461#gid=985310461 https://docs.google.com/spreadsheets/d/178tjit11ZbzgFiG6hrjGjkrI4QIGyh32e1XeIMC56PY/edit?usp=drive_link https://docs.google.com/spreadsheets/d/1vf7n_ZythEIst7MPG1L3l1deup6Fm9hS/edit?gid=2069223856#gid=2069223856 https://docs.google.com/spreadsheets/d/1Q8vMQSSI58E8b5AivXGJYHneKKO0qcp8/edit?gid=1810053647#gid=1810053647 https://drive.google.com/file/d/1LYbtipCPysLr6K7-KS7KYcZOG_UT0vKx/view?usp=drive_link https://drive.google.com/file/d/1RbxfiH0ywmTBGSdVYW3tuTLHm-iT_YNa/view?usp=drive_link https://drive.google.com/file/d/1e4FA_QTwuqJZqeUxlmtvsHzufR72IhLH/view?usp=drive_link https://drive.google.com/file/d/1daUw6CA2FQCqrDYIdR7NP2ywJKpNUHvu/view?usp=drive_link https://drive.google.com/file/d/1EVF1u9a3WuEb0oRO3YB2ozmjxBlF7jIa/view?usp=drive_link https://drive.google.com/file/d/1pvrVy13qwArCl_xGn6GPachv5B29dKLl/view?usp=drive_link https://drive.google.com/file/d/1DlfwU20LNdp_srHGrczrfJe-Ht5x4oWa/view?usp=drive_link https://drive.google.com/file/d/1O8sx5fs1x1Hjk1O1p4AzddHYtdcdn1fZ/view?usp=drive_link https://drive.google.com/file/d/19MsHLCKdOrHhYer48h3D34rIUE-ZPmlA/view?usp=drive_link https://drive.google.com/file/d/1nr_1FO1LCt6Ay5bnbs-1LLtXW6qVZMtN/view?usp=drive_link https://drive.google.com/file/d/1sNWB_3n22egLmEuR18zNQcmO29W5Dohy/view?usp=drive_link https://drive.google.com/file/d/1NX6ZbhKSNruhRRs_W1vFJoBdOenWd7XV/view?usp=drive_link https://drive.google.com/file/d/1R70Q4FnMSk77EWgMCUnX0WbMMQJZIpTX/view?usp=drive_link https://drive.google.com/file/d/1xnrFzbiKLuLuk4odQvr_00ifSwpp6UMZ/view?usp=drive_link https://drive.google.com/file/d/16jhvIRnSxNbNceda2FaDpsweiG4XMz8V/view?usp=drive_link https://docs.google.com/spreadsheets/d/1CW77mDQs-DnWxeMexlWY8ZaBeWbpG6ul/edit?gid=349080885#gid=349080885 https://drive.google.com/file/d/1htFT8fmt689HXuhgv_md--dIxvN1Hofh/view?usp=drive_link https://drive.google.com/file/d/1XrukeooHOqoEvwnooI-nUxmMCGsqP_vY/view?usp=drive_link https://drive.google.com/file/d/1e3iWExfCDx3DE6e7S8idih_DOqggZGmT/view?usp=drive_link https://docs.google.com/spreadsheets/d/1VAR1SreLcxh6n0CKXpb_B5J46kpLlUuP/edit?gid=995270118#gid=995270118 https://drive.google.com/file/d/1zz1T43xEH_PJUc1Nhkh0LzHhAZIBaHx7/view?usp=drive_link

301 301 A19 Certification of Income for Self-Employed Applicants

301 301 A20 Third-Party Income Certification Form

301 301 A21 LEAP Qualification & Re-cert Workflow

301 301 A22 Non-LEAP Qualification & Re-cert Workflow

301 301 A23 Solar & ASHP Qualification & Re-cert Workflow

303 303 A1a Release Form English

303 303 A1b Release Form Spanish

303 303 A2 Privacy Act 1974 (PL 93-579)

304 304 A1 Chemical Sensitivities Sheet English

304 304 A2 Chemical Sensitivities sheet Spanish

305 305 A1 Client Complaint Resolution Form

305 305 A2 Client Complaint Log

306 306 A1 Renovation Checklist

306 306 A2 Lead Safe Pamphlet English

306 306 A3 Lead Safe Pamphlet Spanish

401 401 A1 Crisis Relief Plan

401 401 A2 WAP Multifamily Submittal Checklist

402 402 A1 Multifamily OTAA Form

402 402 A2 Accrual of Benefits Form

404 404 A1 Programatic Agreement DOE, SHPO, & CEO

404 404 A2 Amendment to the Colorado Programatic Agreement 2020

404 404 A3 State Historic Property Review Template

404 404 A4 Secretary of the Interior's Standards for the Treatment of Historic Properties

404 404 A5 Compass Instructions

404 404 A6 SHPO PA - Appendix A

404 404 A7 SHPO Process Flowchart

404 404 A8 DOE NEPA Determination Document

502 502 A1 State Waiver

504 504 A1 Workers' Compensation Act- Colorado

601 601 A1 Administrative Monitoring Required Docs & File Checklist

601 601 A2 Administrative Monitoring Pre-Interview Questions

601 601 A3 Administrative Monitoring Onsite Tool

609 609 A1 Training and Technical Assistance Retention Agreement https://drive.google.com/file/d/1OSrk3rdSl3gCGCM9-RutBYP4ytnY9k5n/view?usp=drive_link https://drive.google.com/file/d/1VwbSt23zGR-q8wi2leDHbX40ywIWBk30/view?usp=drive_link https://drive.google.com/file/d/1L-eajFJ07u1UPNer1yx12XsgHhErE4s4/view?usp=sharing https://drive.google.com/file/d/1QWxWwsKnEWsL3S67kGLZGn3Owc3itZh6/view?usp=sharing https://drive.google.com/file/d/14sE-q7z2dRJstsfzBm0b_zAW8H_76fDf/view?usp=sharing https://drive.google.com/file/d/1ZGnkUCionnZfk9xpJTdXSHZ5x523DbSg/view?usp=drive_link https://drive.google.com/file/d/15MWCHTm9wTBRYDxU8eDTUcX4uaH3RVI4/view?usp=drive_link https://drive.google.com/open?id=12jXampLZhD1J4YtJ4ySOxaADw4W9Cj5u https://drive.google.com/file/d/1QmWjlPkZrBFWzKnJRO-HhO0y9vbniaEi/view?usp=drive_link https://drive.google.com/file/d/1JXJ8iANlOEZ9tbaA6TAxchAT0WPnAXqP/view?usp=drive_link https://drive.google.com/file/d/1FkIHhk6VA-p0kOYMGanB1hHMBN-d9ngL/view?usp=drive_link https://drive.google.com/file/d/1LpAp2jcP92901X_r9qDNYfUuYOeQuQ36/view?usp=drive_link https://drive.google.com/file/d/1DVM2KPc8DgJHzhQVlJPJUT3M7tROKrdI/view?usp=drive_link https://drive.google.com/file/d/1TiYuOXdyrwuE2QQq-J9wngf5Y2UEhuoV/view?usp=drive_link https://drive.google.com/file/d/1CiLCduKlQYkTEcgZayittV0dmexthbz3/view?usp=sharing https://drive.google.com/file/d/19bhfLPovZgKm6tACq49oQQ3OQDFOgSQc/view?usp=drive_link https://docs.google.com/spreadsheets/d/1uwan58xwReksg9hbBlYn_xezCTkTiu-r/edit?usp=drive_link&ouid=112561753351098575505&rtpof=true&sd=true https://drive.google.com/open?id=1kk7ayB6fFSYTlYpLSxlENkR3uq2_y0FX https://drive.google.com/file/d/1Lj6CYPlAMYLyE6X4Mjl6u0TmpflU9kWr/view?usp=sharing https://drive.google.com/file/d/1h8fuFS4vnZzJRW0lCn4Iz4uGJy5gSj6k/view?usp=sharing https://drive.google.com/file/d/1WJQ6Sam2QvD5NksuuBjjOcUcvf0zUGNp/view?usp=drive_link https://drive.google.com/open?id=1wreVLInYf6TF6I8-3CbmdLMrDKTTgVsN https://drive.google.com/open?id=1wreVLInYf6TF6I8-3CbmdLMrDKTTgVsN https://drive.google.com/file/d/15nnrs97JjVPRcSQazlEwYMP-exl-GjN4/view?usp=drive_link https://drive.google.com/file/d/1CXQTYlezCsngvAyORXl3xc9IssHntBGe/view?usp=sharing https://drive.google.com/file/d/1vry9pM5Vxb-tKdBF7U5SSJ9cS636estl/view?usp=sharing https://drive.google.com/file/d/1KEiVKOPmp2lvMUI1EimJcLksg7m-6X30/view?usp=share_link https://drive.google.com/file/d/18CEwbf6dbT9t0StD6PEVO-Qt2nRBTcSn/view?usp=drive_link https://drive.google.com/file/d/1RE_BNwFqhVbRQE8fanR7maEW-SCCe432/view?usp=drive_link https://docs.google.com/spreadsheets/d/1Ibu1KWLBykSAzkE2RX75uXdvoqT21Mm6/edit?usp=drive_link&ouid=112561753351098575505&rtpof=true&sd=true https://drive.google.com/file/d/1gXiPzPfR0osxQYr_m7b0xbM2DHTRZUX4/view?usp=drive_link https://drive.google.com/file/d/1N8MoeIc0QNKpyXDhoP2enRA749KASF5O/view?usp=drive_link https://drive.google.com/file/d/1e8llMjQBf7mSnMXfy7HABI48TYhnoGDZ/view?usp=drive_link https://drive.google.com/file/d/1ZR_AW8DcfBb-z7zgr5tfKT5vo7rZlL9q/view

703 703 A1 Contracted Utility Rebates

801 801 A1 Colorado Audit Form Template

801 801 A2 CEO Audit Form: CAZ Update

801 801 A3 Alternative NEAT & MHEA Data Collection Form

801 801 A4 Modeling Boiler Pipe Insulation

802 802 A2 Mold Release Form English

802 802 A3 Mold Release Form Spanish

802 802 A4 WPN 22-7: Weatherization Health and Safety

802 802 A5 Mold Release Form Spanish

802 802 A6 Radon Citizen's Guide Spanish

802 802 A7 Bed Bug Guidance

802 802 A9 Health and Safety Inspection Form Spanish

802 802 A10 Health and Safety Inspection Form English

802 802 A11a Asbestos General Information & Client Education English

802 802 A11b Asbestos General Information & Client Education Spanish

802 802 A12 Radon Informed Consent Spanish (sample)

802 802 A13 Radon Informed Consent English (sample)

806 806 A1 ASHRAE Calculator for Colorado

806 806 A2a ASHRAE Client Education Form English

806 806 A2b ASHRAE Client Education Form Spanish

807 807 A1 Refrigerator Replacement Form

808 808 A1 Rooftop Solar Owner Agreement

808 808 A2 Rooftop Solar PV Workbook

808 808 A3 Rooftop Solar File Review Checklist

808 808 A4 Rooftop Solar Owner Agreeement Spanish

808 808 A5 Xcel Portal Instructions

808 808 A6 808 A6 Agency Solar Final Inspection Addendum

903 901 A1 Weighted Average R-value

901 902 A1 Agency Final Inspection Report Template

901 902 A2 State Quality Assurance Inspection Form

901 902 A3 Agency solar final inspection addendum https://docs.google.com/spreadsheets/d/1e-fV5ZZgJjl6R7OPTRRoUdt847zDM4Nu/edit?usp=drive_link&ouid=112561753351098575505&rtpof=true&sd=true https://drive.google.com/file/d/11__5_99AkhDgKFuboL0S-QGiik3tyhLs/view?usp=drive_link https://drive.google.com/file/d/1dz1REwvBF-JnqLk4PAkwkLRPky3QaLsM/view?usp=drive_link https://drive.google.com/file/d/18NVTGHGcrsxFnaGeD8bSGhPnupoH1QFw/view?usp=drive_link https://drive.google.com/file/d/1fBMsAF7kStj7EL6BKut6RJ_H9xb4lM81/view?usp=drive_link https://drive.google.com/file/d/1uSMtasLMKi9Y7tmKF823Mr0B0bf2U-Ur/view?usp=drive_link https://drive.google.com/file/d/1aDhvGLSuzavZWl4O35bNTpkIkMzIyfP8/view?usp=drive_link https://www.energy.gov/scep/wap/articles/weatherization-program-notice-22-7-weatherization-health-and-safety https://drive.google.com/file/d/1aDhvGLSuzavZWl4O35bNTpkIkMzIyfP8/view?usp=drive_link https://drive.google.com/file/d/1uCF7DcfxsNT-tkspQECUEfB3zvG6zn5E/view?usp=drive_link https://drive.google.com/file/d/19B5z0vjChzzcJVXmYZxU08KiYiUSawEx/view?usp=drive_link https://drive.google.com/file/d/1aDhvGLSuzavZWl4O35bNTpkIkMzIyfP8/view?usp=drive_link https://drive.google.com/file/d/1Whc9Vtpwpo59dSTAR7xM5-l8WPgsB4Ys/view?usp=drive_link https://drive.google.com/file/d/1Yg2zwVoPhLSUQ8ZvxAWdF8Re-dllKDJL/view?usp=drive_link https://drive.google.com/file/d/1bsWoUzjUizVBQ9bK2598GHgHofwbOKUs/view?usp=drive_link https://drive.google.com/file/d/1cru4Z5UPorvDbDkx2kRs9h8adx6bUsKy/view?usp=drive_link https://docs.google.com/spreadsheets/d/1cYIN9AdowW5xe2KGjZxFXhe-5oWz3KiI/edit?gid=1235453730#gid=1235453730 https://drive.google.com/file/d/1fRSePQ4nHJwySYy_lXWgIPHft4UqKnL7/view?usp=drive_link https://drive.google.com/file/d/1C8s5JzSeIIJLhg4ETPzm7x77O9pPakEq/view?usp=drive_link https://drive.google.com/file/d/1GVEcI2KbaEkb52GFNobeziWaMmuVHNBT/view?usp=drive_link https://drive.google.com/file/d/185AuaQUKadV7N_pdDYg4csP-Yys1Co4Z/view?usp=drive_link https://drive.google.com/open?id=1qILaBlYRTaUV9MDdyU1SgbjVcSTwRjTV https://drive.google.com/file/d/1yh8je7XZpTWugBtgMGOs52egxoNb5wrm/view?usp=drive_link https://drive.google.com/file/d/1-hXM-rzGuHNtzOAijvY-2jUbjqzcicYr/view?usp=sharing https://drive.google.com/file/d/1YsszYWU-YymPSXaQ9OspnWj---o5MP07/view?usp=drive_link https://drive.google.com/file/d/1peTxiX9JmNlU3DGqwaitShgG6Rp8JkBL/view?usp=drive_link https://drive.google.com/file/d/15J5fbZs7ey1TQB8d0nzx5KUHzTdyfHHP/view?usp=drive_link https://drive.google.com/file/d/1NO1mofFrkSpny-bJyS-dnw9_p6Jdw0Ll/view?usp=drive_link https://drive.google.com/open?id=1HRa05LnOmkNIBz0udEUXtW3GXq_fpBZH

Important: The CEO WAP electronic version is the control version. All other printed or electronic versions are uncontrolled.

CEO-WAP-101 Funding Allocation Page 1 of 2

CEO-WAP-101 Funding Allocation Effective Date: July 1, 2024

Supersedes: July 2023 Related Documents:

CEO-WAP: 603; 10 CFR 440.10

1. Abstract

1.1 This policy serves as an introduction to Colorado Energy Office (CEO) Weatherization Assistance Program (WAP). This policy specifically outlines how the program uses an allocation formula to distribute program funds amongst subgrantees.

2. Allocation of Funds

2.1 DOE Funds: Regular Formula

2.1.1 The centrally heated multifamily subgrantee(s) will receive appropriated DOE funds based on their planned production for the appropriate contract performance period.

2.1.2 The single family subgrantee(s) will receive appropriated DOE funds resulting from the application of the Allocation Formula to newly appropriated DOE funds.

2.1.3 CEO WAP staff may change the above allocation methodology based on program needs and requirements.

2.1.4 FY25 Average Cost per Unit (ACPU): $8,497

2.2 DOE Funds: BIL (Bipartisan Infrastructure Law)

2.2.1 Funds will be similarly allocated as the regular DOE allocation.

2.2.2 Per WPN BIL-5, the ACPU will be updated annually for DOE BIL;

the ACPU for BIL is decided over the lifetime of funds spent, not a twelve month period.

2.2.3 The DOE BIL ACPU for FY25 is $8,252.

2.2.4 Funds will not be allocated for multifamily projects with 5 or more units.

2.3 LEAP Funds

2.3.1 The centrally heated multifamily subgrantee(s) will receive appropriated LEAP funds based on their planned production for the appropriate contract performance period.

2.3.2 The single family subgrantee(s) will receive appropriated LEAP funds resulting from the Allocation Formula. CEO WAP staff may change the above allocation methodology based on program needs and requirements.

https://docs.google.com/document/d/1YzEShAuZCbDEROSEWsr0Nc2nDN1ZURyrvgzunYD2XuE/edit#heading%3Dh.w0cwyhczcktj https://drive.google.com/open?id=1cYcDON8WCFsolpaVSBp6axr8AXlXF7N3 https://www.energy.gov/scep/wap/articles/weatherization-program-notice-bil-5-bil-average-cost-dwelling-unit-and-0

Important: The CEO WAP electronic version is the control version. All other printed or electronic versions are uncontrolled.

CEO-WAP-101 Funding Allocation Page 2 of 2

2.4 All Other Funds

2.4.1 CEO WAP staff will determine the allocation of other program funds based on the non-Federal allocation formula and availability of units in IOU territory. Other funding sources include, but are not not limited to:

2.4.1.1 Energy Assistance System Benefit Charge (EASBC), otherwise known as HB-1105

2.4.1.2 CEO Weatherization Funds (CEO Wx)

2.5 Federal Allocation Formula

2.5.1 Used for PY25, the allocation formula was weighted based on the following values:

2.5.1.1 Low-income population (single family households below 60%

SMI)

2.5.1.2 Heating degree days (HDD) and Cooling degree days (CDD)

2.5.1.3 Rural factor - low population density

2.5.1.4 EnviroScreen score (CDPHE)

2.6 Non-Federal Allocation Formula

2.6.1 Used for PY25, the allocation formula was weighted based on the following values:

2.6.1.1 Low-income gap population (single family households

between 60% SMI and 80% AMI)

2.6.1.2 Linguistically isolated populations

3. Funding Modifications

3.1 CEO WAP reserves the right to modify the subgrantee allocation based on the funding received (federal and non-federal) as necessary.

4. Performance Indicators

4.1 If CEO WAP, or subgrantee, determines that the subgrantee will be unable to meet the contracted unit production goal, or is unable to spend at least 95 percent of awarded funds, CEO WAP may reallocate funds.

4.1.1 Reallocated funds will be distributed to other subgrantees so as to direct available resources toward the greatest overall benefit.

4.2 When any subgrantee is incapable of spending at least 95 percent of its awarded budget, it may impact the subgrantee's standing.

https://cdphe.colorado.gov/enviroscreen

Important: The CEO WAP electronic version is the control version. All other printed or electronic versions are uncontrolled.

CEO-WAP-102 Contracts Page 1 of 3

1. Abstract

CEO-WAP-102 Contracts Effective Date: July 1, 2024

Supersedes: July 2023 Related Documents:

CEO-WAP: 103, 202, 204, 205, 501, 603; 10 CFR 440.15

1.1 This policy describes the contract requirements and the contracting process between Colorado Energy Office Weatherization Assistance Program (CEO WAP) and weatherization subgrantees and applicants.

1.2 Included in this policy is information on the Request For Application (RFA) process.

2. Contract Overview

2.1 CEO WAP contracts with subgrantees on an annual “program year” basis, running from July 1 through June 30; this timeframe is also referred to as the contract’s performance period.

2.1.1 Performance period extensions beyond June 30 will be made at the discretion of CEO.

2.2 All work described and funded by a contract must be performed during the performance period; no materials, nor contractor expenses may be incurred for any units completed outside of the current program year.

2.2.1 There are additional contract terms that are not related to CEO WAP policies.

2.3 Contracted Goals

2.3.1 Each contract contains production and expenditure goals; failure will result in appropriate corrective action taken by the CEO WAP Leadership.

2.3.2 Budget: Each subgrantee receives a certain budget which cannot be exceeded and is expected to be fully spent during each program year. The amount of this budget for each subgrantee is based on the total funding levels and allocation formula. See CEO-

WAP-101.

2.3.2.1 If CEO WAP, or subgrantee, determines that the subgrantee will be unable to meet the contracted unit production goal, or is unable to spend at least 95 percent of awarded funds, CEO WAP may reallocate funds.

2.3.2.2 Consistent failure to meet goals and/or the need for the reallocation of funds may affect subgrantee standing as determined by CEO WAP on a case by case basis..

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Important: The CEO WAP electronic version is the control version. All other printed or electronic versions are uncontrolled.

CEO-WAP-102 Contracts Page 2 of 3

2.3.3 Production: Each subgrantee is required to complete a certain number of units during a program year.

2.3.3.1 For each subgrantee, this production level is determined by dividing its Operations and Admin budget by its Per Unit Average (PUA).

2.3.4 For single family units, production goals are further separated into county-level goals for each subgrantee based on WAP eligible households in each county.

2.3.4.1.1. A subgrantee’s failure to exceed 90 percent of

production will, at a minimum, may result in the subgrantee returning excess funds to CEO WAP.

2.3.4.1.2. This will occur at the rate of the production shortfall multiplied by the subgrantee’s contracted PUA.

2.4 Contracting Components: The contract process involves the following components:

2.4.1 Within the RFA Process, per federal regulations, contract preference may be given to incumbent subgrantees.

2.4.2 Contract negotiation will be completed between subgrantee representatives and CEO WAP and support staff.

2.4.3 Supplementary documents will be submitted to CEO WAP which may include, but are not limited to, the Budget Support Sheet, Starting Budget Breakout, and the Advance Form.

2.4.4 Contract execution commences on July 1 of a given program year.

2.4.4.1 CEO WAP may choose to renew contracts annually for up to four years following a new contract. (One year contract with up to four renewal periods for a potential total of up to five years.)

3. Request For Application

3.1 The RFA will be conducted in accordance with the requirements set forth in 10 CFR 440.15.

3.2 CEO WAP may initiate a Request for Application (RFA) on an annual basis.

3.2.1 A request open to all public or private nonprofit entities, including local units of government and councils of government, qualified to serve the low income clients, in the service area as described in the RFA. See CEO-WAP-603.

3.2.2 CEO WAP defines the proposal submitted as the proposer's application for funding.

3.2.2.1 The maximum allocation is predetermined by CEO WAP and is not open to negotiation.

Important: The CEO WAP electronic version is the control version. All other printed or electronic versions are uncontrolled.

CEO-WAP-102 Contracts Page 3 of 3

3.2.2.2 After approval by CEO WAP, the proposal is recognized as part of the Cooperative Agreement between the state and the proposer. See CEO-WAP-101.

3.3 Schedule for RFAs

3.3.1 RFA schedules will be determined on a program year basis in conjunction with the formal release of the request for application.

3.3.2 A RFA process will occur at least once every five program years.

3.4 The Budget Support Sheet (BSS) is a spreadsheet tool used to estimate budget expenditures and determine production.

3.4.1 Each subgrantee is required to submit a BSS with their grant application.

4. Contract Amendments

Subgrantees are permitted to modify cost allocations for each subcategory during the amendment process provided the following conditions are met:

4.1 Subgrantees must submit a modified budget request to the Senior

Program Manager, Senior Contact Manager, or other CEO staff as directed, based on the new or modified budget totals for each funding source.

4.2 In the event that a subgrantee has fully spent the budgeted amount in a specific funding source, the subgrantee is permitted to work with CEO WAP to modify and/or change cost allocations.

4.3 Modifications within the Administrative, T&TA, and Leveraging categories are allowed, provided these modifications do not violate the budgetary caps or rules applicable to each funding source.

4.4 Expenditures which deviate from the amounts set forth in the adjusted budget associated with the contract, without prior approval from CEO WAP, may be classified as disallowable costs and will be addressed as such.

5. Subgrantee Standing Determination: See CEO WAP 603

6. For Closeout for Termination of Contracts: See CEO WAP 103

Important: The CEO WAP electronic version is the control version. All other printed or electronic versions are uncontrolled.

CEO-WAP-103 Closeout Requirements Page 1 of 2

CEO-WAP-103 Closeout Requirements

Supersedes: July 2023 Related Documents:

CEO-WAP: 903, 103: A1, A2a, A2b; WPN 11-3, WPN 21-4

1. Abstract

1.1 Colorado Energy Office Weatherization Assistance Program (CEO WAP) contracts with its subgrantees on an annual program year basis; July 1 through June 30.

1.2 Subgrantees must close out the previous program year within 90 days of the new program year.

2. Closeout Requirements

2.1 A CEO Program Manager will communicate with subgrantees regarding the deadline for receiving closeout documents.

2.2 It is the policy of CEO WAP that a grant with the subgrantee will be formally considered closed after the following items are completed:

2.2.1 All Program Year (PY) data is correctly entered into the CEO WAP database.

2.2.2 All invoices are reconciled with the CEO accounting system.

2.2.3 A resolution of all outstanding CEO WAP QA corrective actions during the program year is completed and documented.

2.2.4 A reconciliation of any material expenditures during the PY, including backup documentation is completed.

2.2.4.1 If the invoiced and Salesforce material totals have a difference above or below 2% of materials and supplies, documentation is needed. See CEO-WAP-103 A2.

2.2.5 A summary of all Call Back and Go Back work conducted using the current program year is submitted.

2.2.5.1 DOE funding cannot be used for any Call Backs or Go Backs.

2.2.5.2 This will reconcile with the CEO WAP database. See CEO-WAP-

903 & WPN 11-3 & 21-4.

2.2.6 A summary of contributions, (e.g., landlord contributions), that have been used to pay for materials is provided to a CEO WAP Program Manager.

2.2.7 A fiscal and compliance audit, covering the entire grant period is submitted to, and is then reviewed by, CEO WAP and any questions/issues raised are resolved.

2.2.8 As a subgrantee’s fiscal year (FY) may differ from the WAP program year an audit may be submitted covering part of the program year as https://docs.google.com/document/d/1ym0ngmmgZ1Fwx3T2ixmBhjrlBjI2QBsQRtV2aHBglF0/edit#heading%3Dh.w0cwyhczcktj https://docs.google.com/document/d/11Dedxx1nlwJj7YxErEVC3mNQ6JkDvIL606EJgjFc4cA/edit https://docs.google.com/spreadsheets/d/1QrlpNMzH0ysNEvkjwR4g4mXblCDU8Cwz/edit?usp=drive_link&ouid=112561753351098575505&rtpof=true&sd=true https://docs.google.com/spreadsheets/d/1jh9L_xCT3PQ404EKjJHwMngtbMz1OxP5/edit?gid=985310461&gid=985310461 https://docs.google.com/spreadsheets/d/1snDKc5tzgJqZqBYRYGcOPNrlkz6y9sEu/edit?gid=985310461&gid=985310461 https://www.energy.gov/sites/default/files/2015/12/f27/WAP-WPN-11-3.pdf https://www.energy.gov/node/4814239

Important: The CEO WAP electronic version is the control version. All other printed or electronic versions are uncontrolled.

CEO-WAP-103 Closeout Requirements Page 2 of 2 long as this schedule is maintained and there are no gaps in audit periods.

2.2.8.1 This means an audit for a calendar year may be submitted for program year closeout, as long as an audit for the following calendar year is submitted for the next program year closeout.

2.2.9 For subgrantees who do not own their inventory, documentation of remaining inventory, by type, quantity, and value, is submitted to CEO WAP with the accompanying documentation of inventory waste.

2.2.10 A summary of costs is submitted to CEO WAP for the use of WAP vehicles and capital equipment used for non-CEO WAP work.

2.2.10.1 This will include the total dollar amount credited to the grant for the program year, itemized on a per job basis.

2.2.11 Any weatherization funds in the possession of the subgrantee which have not been expended are returned to CEO WAP, including funds associated with contracted solar PV installations.

2.2.11.1 If contracted solar installations are not completed by the close of the contract, the subgrantee must credit the grant for each system or kilowatt not installed, depending on the contract terms.

2.2.11.2 The credit amount will be based on the contracted amount and/or determined by a Program Manager.

2.2.12 A list of completed solar units is submitted that includes utility name and identification number, client name, full address, county, date of installation, kilowatt size installed, and the cost of installation.

2.2.12.1 A completed solar unit is a unit which has been fully installed, but does not necessarily have complete interconnection with the utility.

2.3 A subgrantee’s program year is considered “Closed out” once the Closeout Cover Sheet is completed by a CEO WAP Program Manager.

3. Closeout Upon Termination of Partnership

3.1 Written notification will be sent to the subgrantee including the effective date of partnership termination.

3.2 A complete inventory of all tools, materials, equipment, and capital equipment purchased with CEO WAP funding will be conducted.

3.3 All grant purchased items (capital equipment, computers, tools, inventory, etc.) will be removed from the premises by CEO staff.

3.4 Closeout procedures will be completed.

3.5 All other actions will be determined by the CEO Weatherization Assistance

Program Director.

Important: The CEO WAP electronic version is the control version. All other printed or electronic versions are uncontrolled.

CEO-WAP-201 Allowable Expenditures Page 1 of 9

CEO-WAP-201

Allowable Expenditures

Effective Date: July 1, 2024 Supersedes: July 2023 Related Documents:

CEO-WAP: 102, 103, 205, 304, 502, 503, 505, 609, 801, 201 A2;

10 CFR 440.14, 10 CFR 440.18, 10 CFR 440.23, 2 CFR 200; WPN 22-1, WPN 22-7

1. Abstract

1.1 This policy describes what subgrantee expenditures are allowable and able to be charged to Colorado Energy Office Weatherization Assistance Program (CEO WAP).

2. Regulations

2.1 All expenditures, in order to be allowable, must be reasonable and appropriate, and in compliance with federal and state regulations.

2.2 Federal Regulations

2.2.1 Regulations establishing the general parameters of allowable expenditures are set forth in 10 CFR 440.18.

2.2.2 Subgrantees must operate in a manner that meets or exceeds the minimum requirements set forth in 2 CFR 200.

2.3 State Contracts

2.3.1 Subgrantee expenditures are to be billed to CEO WAP on a monthly basis.

2.3.2 No materials, nor contractor expenses, may be incurred for any units completed outside of the performance period of the contract. See CEO-WAP-102.

3. Allowable expenditures

3.1 Expenditures are contingent upon the subgrantee achieving production and expenditure goals as set forth in the contract.

3.1.1 Non-attainment of these goals may result in the determination of some expenditures incurred by the subgrantee as disallowed.

3.1.2 Verification of compliance is a prerequisite to the State entering into a contract with the subgrantee.

3.1.2.1 CEO WAP reserves the right to establish additional

requirements, in line with federal and state regulations, when specific situations merit such requirements.

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Important: The CEO WAP electronic version is the control version. All other printed or electronic versions are uncontrolled.

CEO-WAP-201 Allowable Expenditures Page 2 of 9

3.2 The subgrantee approving the application for eligibility has the responsibility and liability for costs incurred in serving ineligible units.

See 2 CFR 200.333-.337.

4. Braiding of Funding Sources

4.1 The braiding of funds is defined by DOE as “the use of multiple separate funding sources on one weatherization project to address the different needs within the home, while ensuring each funding source is isolated and tracked independently.”

4.2 Braiding is only permitted at the job level.

4.2.1 Measures may never be braided.

4.3 The braiding of funds is strongly encouraged, and may be required per instruction from CEO WAP, between federal and state funding sources.

4.4 Braiding of funds should occur in the following instances:

4.4.1 On a job with high cost measures

4.4.2 Where the client and unit are eligible for all funding sources being used

4.4.3 The funding sources are permitted to be used on the same job.

4.4.3.1 See CEO-WAP-201 A2.

4.5 Heating Systems and Braiding

4.5.1 Existing non-condensing heating systems may be replaced with condensing, high efficiency heating systems with non-DOE funds in specific circumstances. See CEO WAP 801.6.2.

5. Procurement Guidelines

5.1.1 Expenditures must also be based upon acceptable subgrantee procurement procedures and demonstrate a cost-effective approach in order to be classified as allowable.

5.1.1.1 Expenditures not meeting these criteria are subject to disallowance. See CEO-WAP-205.

6. Budget Categories

6.1 Allowable expenditures of CEO WAP funds must correspond to an approved budget and conform to the definitions of allowable expenditures for each budget category.

6.2 The following information provides guidance on the types of expenditures allowable under each budget category.

6.2.1 The spending caps for budget categories vary by funding source and must be followed.

6.3 Administrative/Indirect

6.3.1 Expenditures made to support the functions concerning the general organizational processes and operations of the subgrantee. Allowable expenditures include:

Important: The CEO WAP electronic version is the control version. All other printed or electronic versions are uncontrolled.

CEO-WAP-201 Allowable Expenditures Page 3 of 9

6.3.1.1 Salary and fringe benefits of WAP leadership at each

subgrantee when carrying out functions concerning general organizational processes.

6.3.1.1.1. This staff may also bill hours to operating

expenditures if they are performing tasks specific to

WAP.

6.3.1.2 Salaries and fringe benefits of administrative assistants, accountants, fiscal, and other administrative staff associated with the general organizational processes.

6.3.1.2.1. Activities specifically defined under Operations

expenditures, should not be included in administrative labor costs.

6.3.2 Activities associated with maintaining and sustaining the organization within which the Weatherization program is located.

Examples include:

6.3.2.1 Internal organizational planning and development.

6.3.2.2 Board/governance related activities.

6.3.2.3 Accounting, payroll, and other financial management

activities.

6.3.2.4 Developing and implementing internal Policies and

Procedures.

6.3.3 Telephone expenditures, including long distance charges, incurred by CEO WAP when not directly attributable to allowable functions under Operations.

6.3.4 Cost for office materials and supplies not directly related to allowable functions under Operations or Field expenditures.

6.3.5 Those expenditures directly associated with CEO WAP that are not covered under defined categories.

6.3.6 Indirect cost rate. If the agency gathers indirect, those costs will be reimbursed through the administrative budget line item.

Indirect costs are those that have been incurred for common or joint objectives and cannot be readily identified with a particular final cost objective or grant account. Indirect costs are billed in the administrative column.

6.3.6.1 CEO WAP requires all indirect rates to comply with

generally accepted accounting principles and be fully supported by actual cost data.

6.3.6.2 Subgrantee must provide CEO WAP with the indirect cost allocation plan whenever updated.

6.3.6.3 Subgrantees may elect to charge the de minimis rate of modified total direct costs as defined at 2 CFR 200.414 or, Important: The CEO WAP electronic version is the control version. All other printed or electronic versions are uncontrolled.

CEO-WAP-201 Allowable Expenditures Page 4 of 9 if the subgrantee has a federally negotiated rate, they must use that rate.

6.3.6.3.1. If the subgrantee is using a federally or state

negotiated rate, the agreement letter must be submitted to CEO WAP whenever updated by the federal agency.

6.3.6.3.2. CEO WAP is not required to honor indirect rates that have been negotiated with other state agencies. An entity must submit their state negotiated rate for review and CEO WAP will decide on a case-by-case basis to approve.

6.4 Operations

6.4.1 Expenditures made to improve the energy efficiency in clients’ homes.

6.4.2 Allowable expenditures include:

6.4.2.1 Payments to engage contractors to install weatherization measures in accordance with CEO WAP policies) or perform energy conservation services.

6.4.2.2 Salaries and fringe benefits of weatherization personnel, including client services and field staff.

6.4.2.3 Materials associated with allowable weatherization

activities and related repairs for energy conservation in eligible homes. See Appendix A of 10 CFR 440. Materials expenditures may include, but are not limited to:

6.4.2.3.1. Expenditures to purchase and deliver materials to

the subgrantee storage site.

6.4.2.3.2. The labor involved in the manufacturing of

materials.

6.4.3 Tools, equipment, and miscellaneous field related expenses, such as the purchase and maintenance of tools and equipment, the leasing of tools, equipment, and vehicles used for field activities;

protective clothing and equipment for worker health and safety, and building permits.

6.4.4 Rent for office space used in operating CEO WAP. Rent for office space that is used solely by WAP staff. Rent for office space used by programs outside of WAP should be expensed under Administrative.

6.4.5 Rent for field operations space, such as, warehouse space, inventory storage space, and vehicle parking.

Important: The CEO WAP electronic version is the control version. All other printed or electronic versions are uncontrolled.

CEO-WAP-201 Allowable Expenditures Page 5 of 9

6.4.6 Travel expenses for lodging, per diem, or other allowable expenditures associated with travel on the job that are not covered under other defined categories.

6.4.7 Vehicle cost including maintenance, operation, and insurance for vehicles used to transport field crews, supervisors, energy auditors, and inspectors to the job site, and for vehicles used to transport materials.

6.4.8 Other allowable operations expenditures (when associated directly with supporting the delivery of services to clients):

6.4.8.1 Utilities used for WAP dedicated buildings

6.4.8.2 Telephones

6.4.8.3 Cell phones/Internet charges

6.4.8.4 Postage

6.4.8.5 Dues/Membership

6.4.8.6 Printing/Reproduction

6.4.8.7 Advertising/Publicity

6.4.8.8 Supplies

6.4.8.9 Reference Books and Subscriptions

6.4.8.10 Vehicles used to transport personnel to jobs

6.4.8.11 Office equipment maintenance

6.4.8.12 All other expenditures directly related to CEO WAP

functions carried out at the organization’s office.

6.5 Health and Safety

6.5.1 Expenditures made to improve the health, safety, and

environmental quality in clients’ homes.

6.5.2 Allowable expenditures include:

6.5.2.1 Payments to engage contractors to install Health and

Safety (H&S) materials or services.

6.5.2.2 In house labor associated with resolving health and safety issues, encountered during the course of weatherization, in accordance with CEO WAP Health and Safety Plan and CEO WAP Field Guide.

6.5.2.3 Materials associated with resolving health and safety issues encountered during the course of weatherization, in accordance with CEO WAP Health and Safety Plan guidance found in the CEO WAP Field Guide.

6.5.3 Health and Safety budget allocation:

6.5.3.1 DOE Formula: up to 20% of Operations budget

6.5.3.2 DOE BIL: up to 20% of Operations budget

6.5.3.3 LEAP: up to 35% of Operations budget

Important: The CEO WAP electronic version is the control version. All other printed or electronic versions are uncontrolled.

CEO-WAP-201 Allowable Expenditures Page 6 of 9

6.5.3.4 HB-1105: up to 35% of Operations budget

6.5.3.5 CEO-Wx: up to 35% of Operations budget

6.6 Liability Insurance

6.6.1 Personal injury, property damage, and pollution occurrence insurance for weatherization services.

6.6.1.1 This insurance will cover any damage or injury to a unit, or individual within that unit, caused by an employee of the subgrantee, while that employee is performing intake functions, auditing, inspecting, or installing materials.

6.6.1.2 There must additionally be liability insurance for the staff and Program Manager.

6.6.1.2.1. NOTE: The State of Colorado needs to be named as

“Additional Insured” in the endorsement section of the certificate to include General Liability (e.g. CEO is named as additional insured for general liability).

6.7 Audit

6.7.1 An annual financial and a single audit must be performed, as required by Audit Requirements for Federal Awards – 2 CFR 200, Subpart F Audit Requirements.

6.7.2 The amount budgeted is to be the proportionate share of the subgrantee’s overall audit which is applicable to the weatherization activities.

6.7.2.1 The subgrantee shall be responsible for arranging an

independent audit.

6.7.2.2 One copy of the annual audit and single audit, as

applicable, are to be sent to CEO WAP within 30 days of audit completion. See CEO-WAP-103.

6.8 Capital Equipment

6.8.1 Purchases of articles of tangible, non-expendable, property or equipment that have a useful life of more than one year and an acquisition cost of $5,000 or more.

6.8.2 Any purchase of capital equipment, including vehicles, must be referred to CEO WAP for prior approval. See CEO-WAP-205.

6.9 Leveraging

6.9.1 Leveraging funds will be distributed via the CEO WAP allocation formula and provided via the budgeting process.

6.9.2 Funds used for leveraging should result in receiving resources that will be used to expand energy efficiency, renewable energy, or health and safety services.

Important: The CEO WAP electronic version is the control version. All other printed or electronic versions are uncontrolled.

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6.9.3 The leveraged resources must be accounted for separately from any CEO WAP contracted resources or funds.

6.9.4 There is no requirement as to whether leveraged resources need to be utilized before, after, or in parallel with other CEO WAP contracted resources or funds.

6.9.5 Landlord contributions are not considered leveraged resources.

See CEO WAP 402.

6.9.6 Internal Controls

6.9.6.1 A leveraging plan and internal controls should be in place at the subgrantee level, which should be regularly reviewed and updated as appropriate, prior to spending leveraging funds.

6.9.7 Allowable Activities

6.9.7.1 Personnel labor.

6.9.7.2 Consulting services.

6.9.7.3 Preparing technical materials/briefs.

6.9.7.4 Holding leveraging meetings.

6.9.7.5 Facilitating voluntary match funds from entities.

6.9.8 Recommendations include:

6.9.8.1 Personnel, salary, percent full time equivalent (FTE), duties, and activities.

6.9.8.2 Budget and cost forecasting.

6.9.8.3 Quarterly and annual leveraged resources goals.

6.9.8.4 Return on investment (ROI) tracking for leveraged

resources and/or in-kind contributions.

6.9.8.5 A running list of potential sources and partners.

6.9.8.6 Strategy for achieving stated goals with timelines.

6.9.8.7 Financial management plan for assurance on separate

account creation, tracking, allocation, and reporting.

6.9.9 Right to Review and Rescind

6.9.9.1 CEO WAP reserves the right to request and review

information regarding leveraging at any time.

6.9.9.2 CEO WAP reserves the right to rescind leveraging funds at any time if a justifiable cause is warranted.

6.10 Weatherization Readiness Funds (WRF)

6.10.1 All single family subgrantees will receive Weatherization

Readiness Funds (WRF) from:

6.10.1.1 The Department of Energy (DOE)

6.10.1.2 Low Income Home Energy Assistance Program

(LIHEAP/LEAP)

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CEO-WAP-201 Allowable Expenditures Page 8 of 9

6.10.2 WRF are to be used only in situations where the entire unit would otherwise be deferred. See CEO-WAP-403.

6.10.3 DOE WRF may be used on DOE Formula or DOE BIL jobs and may be leveraged with other WAP and subgrantee funds. See CEO WAP 201 A2.

6.10.4 LEAP WRF may be used along with DOE WRF, as long as there are DOE and LEAP funds on the job. See CEO WAP 201 A2.

6.11 Training and Technical Assistance

6.11.1 Expenditures to support subgrantee training and program improvement. Allowable expenditures include:

6.11.1.1 Labor expenditures associated with providing Training and

Technical (T&TA) Assistance to subgrantee personnel, subcontractors, and/or board members for the improved efficiency and quality of the weatherization program.

6.11.1.2 Providing information concerning energy conservation practices to weatherization clients. See CEO-WAP-304.

6.11.1.3 Planning of innovative pilot projects. See CEO-WAP-503.

6.11.1.4 Advanced technology intended to improve efficiency

and/or effectiveness of weatherization.

6.11.1.5 Educational materials and industry publications for the purpose of performing the functions described in Section

CEO-WAP-201.

6.11.1.6 Health & Safety training for all weatherization personnel as well as client education are to be funded through T&TA funds.

6.11.1.6.1. This education is not permitted as a H&S

expenditure. See WPN 22-7

6.11.1.7 Registration, travel, and per diem expenditures of

subgrantee personnel participation in conferences related to weatherization.

6.11.1.8 Labor expenditures associated with time that a designated subgrantee trainer spends receiving training.

6.11.1.9 Tuition expenditures of subcontractors provided the

criteria outlined in CEO-WAP-609.

6.12 Travel Reimbursement

6.12.1 Subgrantee travel costs incurred as part of CEO WAP are to be handled in accordance with the pertinent federal and state regulations which govern allowability and allocability.

Important: The CEO WAP electronic version is the control version. All other printed or electronic versions are uncontrolled.

CEO-WAP-201 Allowable Expenditures Page 9 of 9

7. Determining Expenditure Levels for Multifamily Units

7.1 The multifamily energy audit performed on five-plus centrally heated buildings must take into account the local weather information, the fuel consumption cost of the building for a minimum of one year, and the labor and material costs for the suggested retrofits.

7.2 The dollar limit on measures performed on the building must be cost effective as determined by the DOE approved energy audit tools.

7.3 Determining Budgets: Budgets are determined by multiplying the number of eligible units by the DOE approved funding per unit amount.

Example: 100 unit building 70 eligible units (meets 66 percent) 70 x $8,497 (FY25 approved DOE max per unit) = $594,790.00 budget

Important: The CEO WAP electronic version is the control version. All other printed or electronic versions are uncontrolled.

CEO-WAP-202 Budget Revisions Page 1 of 1

CEO-WAP-202 Budget Revisions

Supersedes: July 2023 Related Documents:

CEO WAP: 102; 2 CFR 200.308

1. Abstract

1.1 Subgrantees are required to submit a State approved budget request identifying projected costs for each funding source, by subcategory, to Colorado Energy Office Weatherization Assistance Program (CEO WAP) prior to the beginning of a new program year.

2. Budget Revisions

2.1 Subgrantees are allowed to request to modify their Budget Support Sheet to reflect actual expenditures providing:

2.1.1 They do not exceed any budgetary regulations and budgetary principles regarding category caps and shifts, as defined by individual funding sources.

2.1.2 Budgetary adjustments are not made between funding sources.

2.1.3 They do not increase the funding levels in the Administrative, Technical, and Training…