Hallmark Certification Agenda Ten Year Certification v Term

Hallmark Certification

Agenda Ten Year Certification v. Term of Certification Background 1. 4 year term of certification 2. 8 year term of certification 3. 10 year term of certification a. C. S. 1 Program Procedure b. Bulletins c. Quality Assurance d. Labeling Traceability 4. 2015 Implementation 5. How ten Year Term Applies to Product Approval 6. Fee schedule

WDMA Hallmark Certification Committee (HCC) • Traditional 4 year term of certification • The 4 year term with a 4 year extension was approved in May of 2013 • 10 year term of certification was approved in December of 2014 for implementation on January 1, 2015.

CS and WD Updates ØCS-1 updates üTerm of certification updated to a ten year tem – Section 16. 0 “Term of Certification” üQuality Assurance requirements ØCIP - Client information Portal üOnline interactive submittal process “Hallmark Certification Bulletin 2014 -02” ØWD-10 Fee Schedule Changes Fee structure for 10 year term of certification Eliminated separate fee for Profile Material Evaluation

Term of Certification Through the end of the calendar year 2015 WDMA will concurrently offer the current 4 year plus 4 year certification program and the new 10 year term of certification. The new 10 year term of certification was implemented January 1, 2015 for all new product applications. All WDMA Hallmark Licensee’s may apply for the new 10 year term of certification. The current certification program of 4 years with an option to extend certification an additional 4 years will remain in effect only until December 31, 2015 thus allowing a full year to utilize the existing program. All currently certified products will be allowed to continue their current term of certification. The approved modifications to C. S. 1 Hallmark Program Procedural Guide include: No limit to the number of Waivers of Retest for the 10 year term of certification. Quality systems shall comply with the WDMA Hallmark Program Procedure Section 6. 3. Only one certification term renewal can be granted for a qualifying product.

Quality Assurance Requirements Per Section 6. 3 and 16. 0 of the CS 1 document: • A formalized Quality Manual, with appropriate record keeping. – Scope – An organizational chart indicating personnel responsibilities. – All records relating to quality assurance shall be retained for a minimum of 10 years – Where practical, a non-production person shall be identified as responsible for the Quality Manual and facility quality assurance system. – The Quality Manual shall be approved by the plant management. • Procedures for material and product inspection. • Procedures for non-conforming material, processes and products, including corrective and preventative action. • A system for calibration and maintenance of inspection, measuring and testing equipment. • A system for the performance and conduct of internal quality audits. • A system for handling customer complaints. • All procedures shall be in writing. • Example Quality Manual: Example quality manualExample Quality Manual. doc

Example Supplier Letters • Template compliance lettersSupplier Material Compliance (Fasteners). doc • Template compliance lettersSupplier Material Compliance (Hardware). doc • Template compliance lettersSupplier Material Compliance (Reinforcing). doc • Template compliance lettersSupplier Material Compliance (Sealants). doc • Template compliance lettersSupplier Material Compliance (Weatherstrip). doc

Client Information Portal (CIP) Application Status Archive

Functionality Track Expiring Products Custom Reports Real time Data

Online CCL’s q Ease of access to information q Ability to specify product extensions q Custom CCL’s for product submittals and specifiers www. amscert. com Select WDMA Select Hallmark Certification Select CCL - login

Secure and complete Confidentiality Data Integration Reduce Redundancy • Secure Login • Private Portal • JSON • Restful Website • SQL based • One location • Current and archive

Labeling and traceability – total product v. Standardized labeling guidelines v. Code compliance requires labeling v. Numbering system increases simplicity of gateway product testing compliance v. Hallmark Label shows conformance to total program

Product Numbering for Gateway size products and other products that qualify to fall within that same base number Each Product Type along with the Series/Model receives its own Product Line number and extension. See example below: Product Type Series/Model Fixed or Operable Double Hung Extruded Aluminum Operable Casement Wood Operable Fixed Window Vinyl Fixed *Product Types can not be mixed in the CCL listing* ###-H-1234. 00 This is the Gateway unit base number ###-H-1234. 01 This could be for a smaller than Gateway size unit ###-H-1234. 02 This could be for an A 440 S 1 -09 ###-H-1234. 03 This could be for Impact units tested to ASTM E 1996 ###-H-1234. 04 This could be for Impact units tested to TAS ###-H-1234. 05 This could be for a Mullion tested to AAMA 450 C. S. 3 Definition of a Product Line: Like products of the same operator with possibly different reports and DP rating but common drawings or substantially common drawings (meaning the main structural members are identical). If product is retested due to 4 -year expiration with no changes to the product, the product line number may stay the same.

Label Format

Florida Building Code Ø Evaluation (PE) –vs- Certification Method Ø 3 paths to Florida Approval üCertification q. Evaluation q. Test Report Ø Most efficient can be certification method utilizing Hallmark Certification ØQuality Assurance System Ø Extended term of certification will be beneficial

Florida Building Code Certification Path – Method 1 Option A – No QA certificate needed q. Based on the CCL: configurations and options it allows, and its expiration date q. When the CCL expires, the FLPA expires; may or may not coincide with the 3 -year Florida Building Code (FBC) cycle q. The manufacturer may make their own installation instructions provided that they are strictly “as-tested” so they are limited to tested substrates (wood/conc. /metal) and anchors q. This path also allows for installation instructions with other substrates, provided that they are signed by a third-party q. Certification uploads Validated by third-party. If installation instructions were approved by a third party then validation is Administrative, if not then validation is Technical requiring same calculations and review as an Evaluation Report

Florida Building Code Fees associated with each path q Method 1 Option A - Certification Mark or Listing § Fee is $200. 00 per each Florida Product Approval Number (FL#) administrative review validation q Method 1 Option D - Evaluation Report and Quality Assurance Certificate § Fee is $1000. 00 annual per plant we inspect, with any amount of active Quality Assurance Certificates q Method 2 Option B - Evaluation Report and Quality Assurance Certificate § Fee is $1000. 00 annual per plant we inspect, with any amount of active Quality Assurance Certificates

Texas Department of Insurance v 10 year certification period v Ties to extended term of certification

Term of Certification 2015 Fee Schedule Changes q PRODUCT/LISTING REVIEW (per individual certified rating (i. e. standard, size, rating) Initial (10 year) Standard Unit Certified Rating per review (Test Standard) Certification Extension Requests (10 month Max) – per request $ 100 $ 250 Annual Cost to maintain each CCL base and extension number $ 35 (Billed $17. 50 per CCL listing in April and October) 6 months apart ------------------------------------------------------------This will stay in effect until 12/31/2015 Certification Extension Requests (4 year) per review & listing (1 st product) $ 400 o Cost per each additional CCL extension $ 100 Annual review for the last 4 years of term per review & listing (1 st product) $ 100 o Cost per each additional CCL extension $ 15 -----------------------------------------------------------------

Term of Certification 2015 Fee Schedule Changes q MATERIAL AND COMPONENT VALIDATION o Profile Material Evaluation - Include at least 1 of the following: (Evaluated as part of the WD-40 form, separate fee Eliminated 1/1/2015) • Frequency: 1 time per 5 years, unless adding new components • PVC (WD-61), Aluminum (WD-62), Fiberglass (WD-63), Wood (WD-64) • A Test Report covering the performance criteria or referenced ASTM test method • Letter from the supplier stating the supplied material or component meets or exceeds the requirement • Requirements included in a Purchase Order • Participation in another certification program (AAMA) • A detailed QC system inclusive of verifying the requirements

Questions and answers