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Project #

(internal use only)

California Multi-Family New Homes

2010 –2012
program years (py)
Program Application
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 Email

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 Other –Describe:

HERS Rater Name (if known at this time) If unknown check: TBD

Company Telephone Email

MULTI-FAMILY PROJECT TYPE

Indicate Project Type (i.e., townhome, apartment, condominium, etc) Total # of Buildings Total # of Units (in all buildings)

Low-rise (3 or less habitable stories) High-rise (4 or more habitable stories) 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 have supplied true, correct and complete information on this application.
• I agree to release the name and other identifying characteristics of this Project to the • I have read, understand and agree to abide by the program rules, requirements and terms set
Implementer for use in Program reports and other Program materials. 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 GENERAL TERMS AND CONDITIONS


As used throughout this document: ‘California Multi-Family New Homes’ is hereafter referred to as ‘the 1. FUNDING
Program.’ ‘Implementer’ refers to Third-Party Implementer. For this Program, the Implementer is Heschong Applicant and Implementer are receiving rate-payer funds from PG&E for this Program,
Mahone Group, Inc. ‘Applicant’ refers to the developer/builder/owner that applies for Program incentives but the Parties agree that PG&E and Implementer are not liable to the Applicant for any
and services. ‘Application’ refers to this ‘Developer Application’. ‘Project’ refers to the multi-family building
losses or damages, including incidental or consequential damages, arising from this
or buildings participating in the Program. “Party” refers to Implementer and Applicant, collectively the
Agreement. PG&E and Implementer makes no representation or warranty, and assume
“Parties.” “PG&E” refers to the Pacific Gas and Electric Company, a subsidiary of PG&E Corporation.
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
1. FEASIBILITY
such representation, warranty or liability.
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 2. INCIDENTAL AND CONSEQUENTIAL DAMAGES
as to the economic or technical feasibility, operational capability, or reliability of the ALL PARTIES AGREE NO PARTY SHALL BE LIABLE TO THE OTHER FOR ANY
Project Measures. Applicant is solely responsible for the economic and technical INCIDENTAL, SPECIAL OR CONSEQUENTIAL DAMAGES.
feasibility, operational capability and reliability of Applicant’s Project and associated
energy efficiency measures. 3. ACCESS
Applicant will allow, if requested, a representative from PG&E, the California Public
2. PROGRAM DATES Utilities Commission (CPUC), Implementer (HMG), or any authorized subcontractor
• This Application must be received by Implementer by 11/15/12 in order for the Applicant’s reasonable access to Project to verify the installed measures.
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 ac- 4. COMPLIANCE WITH LAWS
curate application package. Applications will not be accepted post-construction comple- Implementer shall comply with all federal, state, and municipal laws, ordinances, rules,
tion. Funding for the Program will expire December 31, 2015 or sooner if fully subscribed. orders, and regulations, that apply to its actions at the Facility or to the Project.
• All installations and HERS verification must be completed by 11/30/15. 5. ADVERTISING
• This Application shall remain in effect for thirty-six (36) months from the date of PG&E Implementer agrees not to use photographs of the Applicant’s Project for published
acceptance or November 15, 2015, whichever comes first. Revisions and/or additions Program reports (except to fulfill reporting requirements to PG&E and/or the CPUC),
to the Application will expire based on the expiration date of the original Application or advertising, sales promotion or other publicity without the Applicant’s written approval.
otherwise determined by Implementer.
6. NO DOUBLE-DIPPING
3. PROGRAM PROCESS Applicant agrees that they shall not accept duplicate funding from multiple utility-
a. Applicant submits complete and accurate application package. sponsored energy efficiency programs for the same measures.
b. Implementer conducts plan review and PG&E approves enrollment.
c. Applicant receives enrollment letter. 7. NO OBLIGATION
d. Applicant remains in contact with Implementer until project completion. California consumers are not obligated to purchase any full fee service or other service
e. HERS rater conducts field verification. not funded by this Program. This Program is funded by California utility ratepayers under
f. Applicant submits final completion documentation. the auspices of the CPUC.
g. Implementer reviews documentation and issues incentive payment(s), upon Los consumidores en California no están obligados a comprar servicios completos o
PG&E approval. 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
4. SUBMITTAL REQUIREMENT de Servicios Públicos de California (CPUC).
Documentation required from Applicant as the ‘application package’, includes:
• CMFNH Program Application with Applicant (electronic- or wet-) signature 8. AVAILABILITY OF FUNDS
• Energy Consultant Application with Energy Consultant and Applicant This program is available on a first-come, first-serve basis until allocated funds are depleted.
(electronic- or wet-) signature This Program may be modified or terminated without notice. Program funding is based
• PG&E “Proof of Service” document on CPUC program effectiveness criteria, which influences overall program performance.
• W9 form with Federal Tax ID #
• Title 24 report in PDF format 9. TAXES
• Title 24 software input files The value of Incentives is taxable. Implementer will report Incentives and direct
• Architectural plan-set (including MEP) 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,
5. ELIGIBILITY not Implementer, is responsible for any taxes imposed as a result of your receipt of
The Applicant Project must be: Incentives from this Program. The Form 1099 will be issued for the Applicant, regardless
• Served by PG&E electric or natural gas distribution of who the payee is, because the Applicant receives the benefits of the Incentives.
• 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% CONTACT
Further, eligibility requirements:
• Application for permit is under the 2008 Title 24 Energy Efficiency Standards Submit your application via email with electronic signature to cmfnh@h-m-g.com
• Projects with no installed cooling or served by PG&E and another utility must or by mail to:
contact HMG for additional incentive calculation instructions
California Multi-Family New Homes
6. INCENTIVE PAYMENT Heschong Mahone Group, Inc.
Incentive payment and payment calculation methodology includes: 11211 Gold Country Blvd. #103
• A base incentive of $100 per dwelling unit plus ($/kWh*kWh saved) + ($/therm Gold River, CA 95670
* therms saved) + ($/kW* kW saved). The $/energy unit is determined based on tel: 916.962.7001/fax: 916.962.0101
each incremental percentage point in excess of 15% of 2008 Title 24. Percent (%) www.h-m-g.com
greater than Title 24 values are based on CEC certified software outputs and can vary
For additional information on this Program and the terms of this Application,
substantially between the start and end of construction due to changes in construction
contact the Implementer at 1-866-352-7457.
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
This program is funded by California utility customers and administered by PG&E under the auspices of the
Summary, the project may no longer qualify for incentives. California Public Utilities Commission. “PG&E” refers to Pacific Gas and Electric Company, a subsidiary of PG&E
• A HERS verification incentive of $60 per dwelling unit (maximum $12,000/Project). Corporation. ©2010 Pacific Gas and Electric Company. All rights reserved.

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