Current through Register Vol. 63, No. 9, September 1, 2024
The institution shall maintain the following records concerning
disbursement of Department funds:
(1)
For energy audits (for buildings and occupied buildings only):
(a) O&M activities implemented by the
institution in a building;
(b)
Reason for not implementing O&M activities in accordance with OAR
330-068-0020(3)(b)(B).
(2) For TAS:
(a) Name and address of
institution;
(b) Name and address
of building, or facility other than a building;
(c) Purpose for which the building, or
facility other than a building, is used;
(d) Name of utility serving building, or
facility other than a building;
(e)
Total electric energy use expressed in kWh/yr/sq ft;
(f) Building, or facility other than a
building, size;
(g) Supporting
documents and records necessary to verify actual TAS cost;
(h) Amount of Bonneville
reimbursement;
(i) Copy of each
completed energy audit for buildings and occupied buildings only;
(j) Copy of each completed TAS;
(k) Instances and reasons for not requiring
solicitation of a qualification statement.
(l) O&M activities implemented by the
institution in a facility other than a building;
(m) Reason for not implementing O&M
activities in a facility other than a building, in accordance with OAR
330-068-0020(3)(c)(A).
(3) For ECM:
(a) Name and address of institution and
building, or facility other than a building;
(b) Purpose for which the building, or
facility other than a building, is used;
(c) Total building electric energy use
expressed in kWh/yr/sq ft;
(d)
Total estimated annual kilowatt hour savings;
(e) Building, or facility other than a
building, size;
(f) Copy of
applicable table of obligated measures, if appropriate;
(g) Date and amount of Bonneville
reimbursement(s);
(h) Total cost of
ECM installation;
(i) Supporting
documents and records necessary to verify actual cost to the institution of all
installed ECMs;
(j) Name of utility
serving building, or facility other than a building;
(k) Local retail electricity rate at time of
application for each building, or facility other than a building,
funded;
(l) Ranking
results;
(m) Data supporting kWh
savings estimates;
(n) Reason for
exempting ECM installation from three bid requirement in OAR
330-068-0020(4)(c)(B);
(o) Inspection report including dates of
inspection and project completion.
(4) Records maintained by the institution in
accordance with this program shall contain the information specified in these
rules. The records shall be maintained by the institution in a form determined
solely by the institution, so long as the requirements of section (5) of this
rule are met. The institution shall keep all records required by these rules
for three years after termination of the program. Further, the institution
shall provide 90 days' written notice to the Department prior to destruction of
any such records.
(5) Program
records shall be established and maintained in accordance with generally
accepted accounting principles consistently applied, and in conformance with
applicable laws and federal regulations, including the provisions of the
Privacy Act of 1974. A summary of the system of records developed by Bonneville
to comply with the Privacy Act shall be supplied by Bonneville.
Stat. Auth.: ORS 183 & ORS 469
Stats. Implemented: ORS
469
