Trade Ally Guidelines

Policy (The # refers to the term and condition found in the Trade Ally application) / Action
1. Program Orientation / Team should attend orientation once notified by the program.
2. TA's must remain active and in good standing. / Contractors that install or audit must complete three projects per quarter. TAs in suspension status are not eligible to participate.
3. All “business type” and “services offered” selected must also be promoted in your marketing materials and have experience. / Supply collateral/URL. Share experience and references for EE projects completed. Submit within application and/or attachment.
4. Follow all branding and advertising guidelines. / Submit all marketing materials that mention the program to the Program for approval. This is considered a critical issue.
5. Furnish photos of contractor uniforms with logos, business cards, vehicles. Ensure the program has a current email address. / Submit low-resolution photos with the TA application. Updated all contact information as needed.
6,10 & 11 Pepco and Delmarva Power is not endorsing any contractor listed on the website. / Ensure your customer understands your relationship with the program. The program will be surveying the customer and tracking results of the surveys.
7. Trade Ally status may not be assigned. / Company name changes, principals or owners must be communicated to the program and approval requested. Provide a W-9 in the application packet.
8. TA’s shall submit all subcontractors to the program for approval. TA is responsible for all subcontractor work and adherence to the TA T&Cs. / TA will submit subcontractor application, COI, and low-resolution photos to the program.
9. TA must provide copies of appropriate certifications based on services rendered. The program will ask for copies of permits during random inspections. / TA must provide copies of all certifications, or license. A typed process plan should be submitted with the certifications if needed. Example: Certified Energy Auditor will approve and sign-off on all Quick Energy Check-ups.
12. Fixtures and equipment removed from the site must be disposed of properly. Site clean up is the responsibility of the TA. / Clearly explain to the customer the plan for disposal and cleanup. Recommend that photos be retained for reference. Considered a critical issue.
13, 14 & 15 Insurance requirements must be met by the TA and all subcontractors. / Sample COI and limits can be found on the program website. Exceptions will not be granted.