Project #
California Multi-Family New Homes Program Application
2010 –2012
program years (py)
(internal use only)
Minimum energy use requirements for participation in California Multi-Family New Homes (CMFNH): to qualify for an incentive projects must exceed 2008 Energy Efficiency Standards (Title 24) effective January 1, 2010 by a minimum of 15%. This Agreement does not apply to single-family homes. Please refer to the California Advanced Home Program (CAHP) for more information on single-family homes, 1-800-342-7737.
APPLICANT (DEVELOPER/BUILDER/OWNER) INFORMATION* Company/Organization Name
Contact Name
Address (Street, City, Zip)
County
Tax Status (select one):
Corporation
Non Corp
Individual
Exempt. If exempt, describe why:
Federal Tax ID # or Social Security #
*The incentive will be issued to the company, contact and address indicated in this section.
PROJECT INFORMATION Project Name
Project Primary Contact Name/Title
Address (Street, City, Zip) Telephone
Fax
Est. Date Permitted
Est. Date of Project Start
Est. Date of Project Completion
Other Program Participation (for informational purposes only)
ENERGY STAR
New Solar Homes Partnership
Green Program
HERS Rater Name (if known at this time)
If unknown check:
Company
Telephone
Other –Describe:
TBD Email
MULTI-FAMILY PROJECT TYPE Indicate Project Type (i.e., townhome, apartment, condominium, etc) Low-rise (3 or less habitable stories)
Total # of Buildings
High-rise (4 or more habitable stories)
Total # of Units (in all buildings) For Rent
For Sale
APPLICANT AGREEMENT For complete Program details and eligibility requirements, please refer to the CMFNH Program Handbook. • I meet California Multi-Family New Homes (CMFNH) eligibility requirements. • I agree to release the name and other identifying characteristics of this Project to the Implementer for use in Program reports and other Program materials.
• I have supplied true, correct and complete information on this application. • I have read, understand and agree to abide by the program rules, requirements and terms set forth in the Program Requirements and Specific and General Terms & Conditions sections below.
Applicant Name
Title
Signature (electronic acceptable)
Date
For internal use only:
Implementer Name/Title
Signature
Date Received
Date Approved
For complete Program details and eligibility requirements, please refer to the CMFNH Program Handbook.
SPECIFIC TERMS AND CONDITIONS As used throughout this document: ‘California Multi-Family New Homes’ is hereafter referred to as ‘the Program.’ ‘Implementer’ refers to Third-Party Implementer. For this Program, the Implementer is Heschong Mahone Group, Inc. ‘Applicant’ refers to the developer/builder/owner that applies for Program incentives and services. ‘Application’ refers to this ‘Developer Application’. ‘Project’ refers to the multi-family building or buildings participating in the Program. “Party” refers to Implementer and Applicant, collectively the “Parties.” “PG&E” refers to the Pacific Gas and Electric Company, a subsidiary of PG&E Corporation.
1. FEASIBILITY The Pacific Gas and Electric Company (PG&E) and/or its Implementer’s review of the design of the Project’s energy efficiency measures does not constitute any representation as to the economic or technical feasibility, operational capability, or reliability of the Project Measures. Applicant is solely responsible for the economic and technical feasibility, operational capability and reliability of Applicant’s Project and associated energy efficiency measures. 2. PROGRAM DATES • This Application must be received by Implementer by 11/15/12 in order for the Applicant’s Project to be considered during the 2010-2012 program cycle. Funds are limited and available on a first-come, first-serve basis and based on receipt of a complete and accurate application package. Applications will not be accepted post-construction completion. Funding for the Program will expire December 31, 2015 or sooner if fully subscribed. • All installations and HERS verification must be completed by 11/30/15. • This Application shall remain in effect for thirty-six (36) months from the date of PG&E acceptance or November 15, 2015, whichever comes first. Revisions and/or additions to the Application will expire based on the expiration date of the original Application or otherwise determined by Implementer. 3. PROGRAM PROCESS a. Applicant submits complete and accurate application package. b. Implementer conducts plan review and PG&E approves enrollment. c. Applicant receives enrollment letter. d. Applicant remains in contact with Implementer until project completion. e. HERS rater conducts field verification. f. Applicant submits final completion documentation. g. Implementer reviews documentation and issues incentive payment(s), upon PG&E approval. 4. SUBMITTAL REQUIREMENT Documentation required from Applicant as the ‘application package’, includes: • CMFNH Program Application with Applicant (electronic- or wet-) signature • Energy Consultant Application with Energy Consultant and Applicant (electronic- or wet-) signature • PG&E “Proof of Service” document • W9 form with Federal Tax ID # • Title 24 report in PDF format • Title 24 software input files • Architectural plan-set (including MEP) 5. ELIGIBILITY The Applicant Project must be: • Served by PG&E electric or natural gas distribution • Multi-family residential (3 or more attached dwelling units in a building) • New construction (performance-based, gut-retrofit may qualify) • Built to exceed 2008 Title 24 by a minimum of 15% Further, eligibility requirements: • Application for permit is under the 2008 Title 24 Energy Efficiency Standards • Projects with no installed cooling or served by PG&E and another utility must contact HMG for additional incentive calculation instructions 6. INCENTIVE PAYMENT Incentive payment and payment calculation methodology includes: • A base incentive of $100 per dwelling unit plus ($/kWh*kWh saved) + ($/therm * therms saved) + ($/kW* kW saved). The $/energy unit is determined based on each incremental percentage point in excess of 15% of 2008 Title 24. Percent (%) greater than Title 24 values are based on CEC certified software outputs and can vary substantially between the start and end of construction due to changes in construction plans. The final incentive amount is based on the as-built conditions of a project. If the project deviates from measures and/or specifications outlined in the Energy Measures Summary, the project may no longer qualify for incentives. • A HERS verification incentive of $60 per dwelling unit (maximum $12,000/Project).
GENERAL TERMS AND CONDITIONS 1. FUNDING Applicant and Implementer are receiving rate-payer funds from PG&E for this Program, but the Parties agree that PG&E and Implementer are not liable to the Applicant for any losses or damages, including incidental or consequential damages, arising from this Agreement. PG&E and Implementer makes no representation or warranty, and assume no liability with respect to quality, safety, performance, or other aspect of any design, system or appliance installed pursuant to this Agreement, and expressly disclaims any such representation, warranty or liability. 2. INCIDENTAL AND CONSEQUENTIAL DAMAGES ALL PARTIES AGREE NO PARTY SHALL BE LIABLE TO THE OTHER FOR ANY INCIDENTAL, SPECIAL OR CONSEQUENTIAL DAMAGES. 3. ACCESS Applicant will allow, if requested, a representative from PG&E, the California Public Utilities Commission (CPUC), Implementer (HMG), or any authorized subcontractor reasonable access to Project to verify the installed measures. 4. COMPLIANCE WITH LAWS Implementer shall comply with all federal, state, and municipal laws, ordinances, rules, orders, and regulations, that apply to its actions at the Facility or to the Project. 5. ADVERTISING Implementer agrees not to use photographs of the Applicant’s Project for published Program reports (except to fulfill reporting requirements to PG&E and/or the CPUC), advertising, sales promotion or other publicity without the Applicant’s written approval. 6. NO DOUBLE-DIPPING Applicant agrees that they shall not accept duplicate funding from multiple utilitysponsored energy efficiency programs for the same measures. 7. NO OBLIGATION California consumers are not obligated to purchase any full fee service or other service not funded by this Program. This Program is funded by California utility ratepayers under the auspices of the CPUC. Los consumidores en California no están obligados a comprar servicios completos o adicionales que no esten cubiertos bajo este programa. Este programa está financiado por los usuarios de servicios públicos en California bajo la jurisdicción de la Comisión de Servicios Públicos de California (CPUC). 8. AVAILABILITY OF FUNDS This program is available on a first-come, first-serve basis until allocated funds are depleted. This Program may be modified or terminated without notice. Program funding is based on CPUC program effectiveness criteria, which influences overall program performance. 9. TAXES The value of Incentives is taxable. Implementer will report Incentives and direct installations greater than $600 to the IRS on Form 1099, unless you are exempt. Please consult your tax advisor concerning the taxability of Incentives. Applicant, not Implementer, is responsible for any taxes imposed as a result of your receipt of Incentives from this Program. The Form 1099 will be issued for the Applicant, regardless of who the payee is, because the Applicant receives the benefits of the Incentives.
CONTACT Submit your application via email with electronic signature to cmfnh@h-m-g.com or by mail to: California Multi-Family New Homes Heschong Mahone Group, Inc. 11211 Gold Country Blvd. #103 Gold River, CA 95670 tel: 916.962.7001/fax: 916.962.0101 www.h-m-g.com For additional information on this Program and the terms of this Application, contact the Implementer at 1-866-352-7457. This program is funded by California utility customers and administered by PG&E under the auspices of the California Public Utilities Commission. “PG&E” refers to Pacific Gas and Electric Company, a subsidiary of PG&E Corporation. ©2010 Pacific Gas and Electric Company. All rights reserved.