DOE HQ F 413.30 HPwES - Sponsor Quarterly Reporting

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Overview

READ ME FIRST
Sponsor Information
Contractor Project Information

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Sheet 1: READ ME FIRST

DOE HQ F 413.30 (05/2015)
HPwES Sponsor Quarterly Reporting Form - READ ME FIRST
Reporting Period:	2014 Q1
Reports Due:	3/30/2013
Section 1:	Sponsor Information
Please verify or update the information shown in the "Sponsor Information" tab if necessary.
Section 2:	Contractor and Project Information
A. Please update your program’s participating contractor list by deactivating contractors who are no longer participating and updating company contact information where necessary. You may also update participating contractor status for those who are on or off probationary status.
B. Please report activity for this reporting period for each contractor. Report only completed HPwES projects and field inspections. HPwES project and field inspection counts may only be retroactively adjusted for the two preceding quarters listed.
Reporting Schedule:	Covers	Report Due
Q1	Jan.-March	April 30th
Q2	April-June	July 30th
Q3	July-Sept.	October 30th
Q4	Oct.-Dec.	January 30th
Glossary
Program Name	A public name associated with HPwES program; note this is how your program is listed on the energystar.gov Sponsor map.
HPwES Contractor Contact Information	Please report only the contact information of the marketing coordinator for each HPwES Contractor. The contractor's marketing coordinator will have access to My Energy Star Account (MESA).
Participating Contractor Status	A drop down menu with only three possibilities: Active, Inactive, or Probation.
Active	A fully participating contractor that should have access to MESA, Marketing Toolkit, and logos.
Inactive	A contractor no longer participating in a local program and does not have access to MESA, Marketing Toolkit and logos.
Probation	A contractor in-between Active and Inactive; may be due to paperwork or disciplinary action; does not have access to MESA and Marketing Toolkit.
Completed HPwES Project	A test-in/assessment was performed, work/improvements were performed, and a test-out was performed.
Field Inspection	A field visit by an independent inspector to assess compliance with program standards. The visit could be at any stage during the HPwES project.
Shared Projects	Reporting shared projects between participating contractors is no longer permitted. Each project completed should only have one primary contractor and should be reported as such. The primary contractor usually takes greater responsibility on the HPwES project by performing the pre-assessment and/ or the post assessment.
Retroactive Adjustments	Retroactive projects completed and field inspections adjustments will only be allowed for the two preceding quarters.
	Indicates locked cells that are currently not editable and are only shown for reference purposes.
Updating Locked Cells	Please contact your Account Manager with your needs to update any of the locked cells.
Sorting Functionality
The Contractor and Project Information sheet can be sorted by: HPwES Organization Name, Contact First Name, Contact Last Name, Status, and City. Clicking the "SORT" button in columns C,D,E,F, or K at the Contractor and Project Information sheet will trigger the appropriate sorting function.
Inserting New HPwES Organization
By clicking the "Add A New HPwES Contractor" Button in the Contractor and Project Information sheet, a new row is added to collect the new HPwES contractor's project information.
Comments	Please provide any additional comments you would like to share with the HPwES team.
Upon Completion
Please click the send button. An e-mail with the quarterly reporting template attached will be sent to your Account Manager. The button was tested with Outlook Express, Windows Mail, Windows Live Mail and Outlook and it may or may not work with other email clients. Alternatively you can save the quarterly form on your hard-drive and send it as an attachment to your Account Manager.
Internal DOE Purposes
DOE Review:		Date Reviewed:
Account Manager Reviewer:		Date Reviewed:

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Sheet 2: Sponsor Information

SponsorID
Sponsor Name
Website
Program Name
Status
Primary Contact First Name
Primary Contact Last Name
Primary Email
Primary Phone Number
Reporting Contact First Name
Reporting Contact Last Name
Reporting Contact Email
Reporting Contact Phone Number
Year Joining the Program
Total Active Participating Contractors	0
Total 12Q2 Projects	0
Total 12Q2 Field Inspections	0
Total 12Q3 Projects	0
Total 12Q3 Field Inspections	0
Total 12Q4 Projects	0
Total 12Q4 Field Inspections	0
Total CY12 Projects	0
Total CY12 Field Inspections	0
Total 13Q1 Projects	0
Total 13Q1 Field Inspections	0
Total 13Q2 Projects	0
Total 13Q2 Field Inspections	0
Total 13Q3 Projects	0
Total 13Q3 Field Inspections	0
Total 13Q4 Projects	0
Total 13Q4 Field Inspections	0
Total CY13 Projects	0
Total CY13 Field Inspections	0

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Sheet 3: Contractor Project Information

Sponsor ID	Contractor ID	HPwES Contractor	Contact First Name	Contact Last Name	Status	Email	Contact Phone	Address 1	Address 2	City	State	Zip	Organization Phone	Organization Fax	Website	CY12 Project	CY12 Field Inspections	13Q1 Projects		13Q1 Field Inspections	13Q2 Projects	13Q2 Field Inspections	13Q3 Projects	13Q3 Field Inspections	13Q4 Projects	13Q4 Field Inspections	CY13 Projects	CY13 Field Inspections	14Q1 Projects	14Q1 Field Inspections
																0	0									0	0
																0	0									0	0
																0	0									0	0
																0	0									0	0
																0	0									0	0