Smart Energy Existing Homes Program

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1 Smart Energy Existing Homes Program Trade Ally Resource Kit TM

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3 I. Program Overview Homeowner Eligibility Measure Eligibility Trade Ally Eligibility Participation Process Quality Assurance and Quality Control II. Application and Agreement Participation Agreement Rebate Application III. Technical Forms HVAC Quality Installation HVAC Duct Improvement HVAC Tune-Up Heat Pump Water Heater Geothermal HVAC Quality Installation Thermostat Rebate Application 1

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5 Smart Energy Existing Homes Program Trade Ally Resource Kit Program Overview The Smart Energy Existing Homes Program is an integral part of Santee Cooper s overall efforts to Reduce the Use of electricity. The Program offers home energy evaluations and financial assistance for energy efficiency improvements that are designed to improve the affordability of customers homes year-round. Santee Cooper provides rebates and low-interest financing for qualifying energy efficiency improvements. The table below outlines the rebates currently available. Eligible Measures Requirements Rebate Amount Ceiling Insulation Existing ceiling insulation must be R-19 Ceiling insulation must be increased to at least R-38 Existing ceiling insulation must be R-11 Ceiling insulation must be increased to at least R-38 $6 per 100 sq. ft. $13 per 100 sq. ft. Air Infiltration Improvement Home envelope leakage must be reduced by at least 10% Air infiltration improvement requires test-in value 8 ACH 50 $15 per 100 CFM 50 Heat Pump Minimum system efficiency: o Split system of 15 SEER, 8.5 HSPF or o Packaged system of 14 SEER, 8 HSPF Unit 65,000 Btu/h (5.4 tons) Meet requirements as outlined on Quality Installation Form Minimum system efficiency: o Split system of 17 SEER, 9.0 HSPF or o ENERGY STAR qualified Geothermal system Unit 65,000 Btu/h (5.4 tons) Meet requirements as outlined on Quality Installation Form $400 to Customer $50 to Trade Ally $600 to customer $75 to Trade Ally Duct Improvement No more than 20% total CFM duct leakage Meet requirements as outlined on Duct Improvement Form $75 per 25 CFM 25 Heat Pump Tune-Up Santee Cooper Trade Ally s service technician must perform and provide documentation of services as outlined on Tune-up Form. $50 to Trade Ally Thermostat Must be WiFi Enabled Must be EITHER Self-learning OR Occupancy Sensing $125 Heat Pump Water Heater ENERGY STAR qualified System must be installed in unconditioned attached space $400

6 Eligible Measures Requirements Rebate Amount Solar Water Heater SRCC OG-300 certified The System collector(s) must have a ten-year warranty System installation must maximize available solar resource, with no shading over the collector between 9 a.m. and 3 p.m. System must have tilt 55 and azimuth angle 65 System must be in compliance with all applicable codes and standards and must have all necessary permits Systems that heat pools or hot tubs separate from the property s main water heating system are not eligible for this incentive $700 Smart Energy Existing Home Bonus Install three or more qualifying measures. Qualifying measures include: o Ceiling Insulation o Air Infiltration Improvement o Heat Pump o Duct Improvement o Heat Pump Water Heater o Solar Water Heater o Self-Programming Thermostat All three measures installation completed in 60 days period $200 to customer $100 to Trade Ally NOTE: Rebates are paid to customer unless otherwise indicated *This table is intended to provide an overview of the rebate structure. See Measure Eligibility for full requirements. Santee Cooper Energy Advisors will inspect homes to ensure the home and equipment meet the program s energyefficiency guidelines. A homeowner can receive the rebates once they successfully demonstrate the home and/or equipment meet the program s energy efficiency requirements. Note: Santee Cooper also provides low-interest financing for energy efficiency upgrades as part of its Smart Energy Loan Program. The details of the Smart Energy Loan Program are not included in this program manual. Please refer to the loan materials for more information.

7 Homeowner Eligibility The Smart Energy Existing Homes Program is available to Santee Cooper residential customers who own a home that meets the following requirements: The home must be separately metered and receive electrical service from Santee Cooper. The home must be single-family construction or a unit in a multi-family building that has its own heating, cooling, and hot water systems, separate from other units. The home must be at least five years old. The home must be all electric excluding hybrid heat pumps and gas fireplaces. NOTE: Tenants of rental homes can participate only if the residential homeowner submits a Homeowner Participation Agreement and the appropriate rebate and/or loan application(s) to Santee Cooper. Measurement Eligibility Customers will be eligible for a rebate under the Program if improvements installed meet the eligibility requirements specified below. Measures Requirements Ceiling Insulation Ceiling insulation must be increased to at least R-38 Tier 1: Existing ceiling insulation must be R-19 Tier 2: Existing ceiling insulation must be R-11 Air Infiltration Improvement Home envelope leakage must be reduced by at least 10% Air infiltration improvement requires test-in value 8 ACH 50 Mechanical ventilation must be referenced as recommended or installed in accordance with BPI s technical standard (see approved.aspx) Heat Pump Minimum system efficiency: Tier 1 Split system of 15 SEER, 8.5 HSPF as verified by AHRI or, Packaged system of 14 SEER, 8 HSPF as verified by AHRI Tier 2 Split system of 17 SEER, 9.0 HSPF as verified by AHRI or, ENERGY STAR qualified Geothermal system Air source split system or packaged unit 65,000 Btu/h (5.4 tons) Split system equipment must be a matched system (tested and rated) per AHRI Equipment must be purchased from and installed by participating Santee Cooper Trade Ally Santee Cooper Trade Ally must perform an ACCA Manual J 8th edition residential load calculation on the home prior to equipment selection and purchase Heat Pump Quality Installation Requirements must be met 1 Exceptions to the EER standard may be granted on a case by case basis

8 Measures Duct Improvement Requirements Santee Cooper Trade Ally s service technician must perform and provide documentation of proper duct improvement or replacement as outlined below: Acceptable procedures: Duct pressurization test through a calibrated fan or orifice (duct registers are sealed, a fan is attached to one opening, the ducts are pressurized to match the system operating pressures, and the amount of air flowing through the fan is quantified. Blower door subtraction method (a calibrated fan measures whole-building leakage, then the duct grilles are sealed and the house re-measured; the difference is the amount of leakage attributable to the duct system) Requirements for rebate eligibility: Measure airflow across the indoor coil as stated in acceptable procedures above and verify the CFM meets the requirements of ACCA Standard 5. No more than 20% total CFM duct leakage. (The total duct leakage requirement pertains to the percentage of CFM leakage as compared to the overall air handling fan flow operating at design conditions. The total duct leakage shall be based on the higher design airflow, i.e. the higher of the winter heating airflow or of the summer cooling airflow.) Refer to specific equipment method for system pressurization requirements for testing. Rebates are based on repairing or replacing the system, retesting the system and meeting minimum requirements. If initial testing results in a system that passes the minimum requirements and no repair is necessary, system is not eligible for rebates. Existing systems with initial testing results of greater than 50% leakage will have the pretesting leakage value capped at 50% of system capacity for purposes of incentive calculation. Heat Pump Tune-Up Santee Cooper Trade Ally s service technician must perform and provide documentation of services including, but not limited to items outlined below: Check thermostat settings to ensure the heating and cooling system turns on and off at the programmed temperatures Tighten all electrical connections and measure voltage and current on motors Lubricate moving parts Check and inspect the condensate drain Check system controls to ensure proper and safe operation Inspect, clean, or change the air filter Clean indoor and outdoor coils Clean and adjust blower components to provide proper system airflow Check refrigerant charge per the requirements listed on Tune-up Form and adjust if necessary to make sure it meets program requirements 2 Energy Advisor may complete system testing if Trade Ally does not have equipment or training

9 Measures Thermostat Heat Pump Water Heater Requirements Must be WiFi Enabled Must be EITHER Self-learning OR Occupancy Sensing ENERGY STAR qualified System must be installed in unconditioned attached space System must be installed according to manufacturer specifications Solar Water Heater Smart Energy Existing Home Bonus SRCC OG-300 certified The System collector(s) must have a ten-year warranty. System installation must maximize available solar resource, with no shading over the collector between 9 AM and 3 PM. System must have tilt 55 and azimuth angle 65 System must be in compliance with all applicable codes and standards and must have all necessary permits. It is the Trade Ally s responsibility to ensure full compliance. Systems that heat pools or hot tubs separate from the property s main water heating system are not eligible for this incentive. Install three or more qualifying measures. Qualifying measures include: Ceiling Insulation Air Infiltration Improvement Heat Pump Duct Improvement Self-Programming Thermostat Heat Pump Water Heater Solar Water Heater All three measures installation completed in 60 days period

10 Rebate Limitations The following limitations apply to the payment of rebates: Rebates for air infiltration, heat pump and duct improvement must be pre-approved by Santee Cooper prior to installation. All rebates are paid on a first-come, first-served basis. Portable heat pumps or ductless heat pump systems are not eligible for any of the rebates. Rebates can be combined with a Residential Loan for the same eligible measures. As an example, a homeowner may receive a rebate and a Residential Loan for the same heat pump. All installations of eligible equipment must be verified prior to release of a rebate payment to the homeowner. Customers receiving rebates under the Smart Energy Existing Homes Program are not eligible for future duplicate rebates as outlined in the table below: Rebates Future Rebate Considered as Duplicate Ineligibility Period Ceiling Insulation Ceiling Insulation 20 years Air Infiltration Air Infiltration 10 years Heat Pump with Quality Installation Heat Pump with Quality Installation 15 years Heat Pump Tune-Up 1 year Duct Improvement Duct Improvement 15 years Thermostat Thermostat 15 years Heat Pump Tune-Up Heat Pump Tune-Up 3 years Heat Pump Water Heater Heat Pump Water Heater 10 years Solar Water Heater 10 years Solar Water Heater Heat Pump Water Heater 15 years Solar Water Heater 15 years

11 Trade Ally Eligibility Qualifying equipment must be properly installed by a participating Residential Trade Ally in order for the homeowner to receive a rebate or low-interest financing from the Program. The Trade Ally will recommend and/or install energyefficient equipment or measures that meet the Program guidelines and are in accordance with accepted industry standards. In addition to all federal, state, and local requirements, the required certifications and training for Residential Trade Allies to participate are given in the table below. Santee Cooper may upgrade and/or supplement its requirements and certifications as the need arises. A thirty (30) day notice will be given to all Residential Trade Allies related to any changes in this program. Rebate Offering Ceiling Insulation Air Filtration BPI Building Analyst OR BPI Envelope Professional Certification X X ACCA Manual J, D, & S Training NATE Air-to-Air Heat Pump Service NATE Air-to-Air Heat Pump Installation Santee Cooper Heat Pump Measure Training Heat Pump X X X Santee Cooper Water Heater Measure Training Duct Improvement Heat Pump Tune-Up X X X X X X Heat Pump Water Heater Solar Water Heater X X To participate in the Program, Residential Trade Allies must: Submit a Trade Ally Agreement. The contractor is required to meet the participation requirements outlined above, submit the required number of projects as outlined in the Trade Ally Manual, and submit a Trade Ally Agreement to Santee Cooper. See Agreement for requirements for insurance, tax, and references. Attend annual Trade Ally informational meeting. Participating Residential Trade Allies will be required to attend an annual residential program informational meeting in order to remain active in the Program. During the meeting, Santee Cooper will review the program, discuss reporting requirements, review marketing activities, and provide sales training and tools on the benefits of efficient equipment and proper installations. Santee Cooper may schedule other periodic meetings as necessary to provide Residential Trade Allies with important program updates.

12 Participation Process In most cases, a homeowner will have already received a Home Energy Evaluation from a Santee Cooper Energy Advisor by the time he/she contacts a Santee Cooper Residential Trade Ally to perform installation of energy efficiency upgrade(s). The evaluation records information regarding the condition of the home and outlines recommended energyefficiency improvements. At this time, the homeowner is recommended to obtain proposals from a number of Santee Cooper Residential Trade Allies to install the energy-efficiency improvements they have selected. NOTE: The home energy evaluation is required prior to installation for air infiltration rebates, heat pump rebates, and duct improvement rebates. If your customer does not have their Home Energy Evaluation report, refer them to a Santee Cooper Energy Advisor to schedule an evaluation before making improvements. Homes built in 1995 and after may not require a Home Energy Evaluation for heat pump rebates - please contact a Santee Cooper Energy Advisor for further information. Step 1: Provide Quote to Homeowner Understanding the specifications and eligibility requirements of the Smart Energy Existing Homes Program is vital to providing each homeowner with an accurate quote for installing qualifying energy efficiency upgrades. For heat pump replacements, Santee Cooper Residential Trade Allies must ensure they have the necessary information to accurately complete an ACCA Manual J, 8th Edition and determine the right-sized HVAC equipment for each home. The Trade Ally must confirm the equipment proposed for installation matches that which was approved by the Energy Advisor and the criteria of the program. Step 2: Make Upgrades and Submit Applications The Trade Ally must verify that the improvement being made match those approved by the Energy Advisor and meet the program requirements. The Trade Ally must also ensure that all components of the HVAC system are installed with quality and that the system is performing as designed. Upon completion of installation, the participating Santee Cooper Trade Ally performs the necessary testing of the heat pump or duct system and documents on Santee Cooper s HVAC Quality Installation, Duct Improvement, or HVAC Tune-Up Form. The Santee Cooper Trade Ally will also assist the homeowner in completing a Smart Energy Existing Homes Rebate Application, which must be submitted along with necessary documentation to your Energy Advisor. NOTE: The rebate application requires the Trade Ally s signature and includes technical details that must be completed by the Trade Ally. Step 3: Final Inspection After receiving an application, the Energy Advisor will schedule a final inspection to inspect the home and conduct performance testing, as needed, to verify the work has been completed and meets the program s requirements. The homeowner will receive their rebate within eight weeks after successful completion of the final inspection.

13 Program Timeline The Smart Energy Existing Homes Program and associated rebates outlined in this program plan are effective December 1, 2014 through November 30, The specific timeline is described below. These dates are provided as guidelines to allow adequate time for verification and payment of rebates prior to end of year. Evaluation Deadline October 31st Project Completion Deadline November 15th Home Energy Evaluations will be scheduled through October 31st of each year or until funds are depleted, whichever comes first. All projects eligible for rebates must be completed and necessary documentation submitted prior to November 15th of the year the evaluation is completed. Projects not completed in time may forfeit the right to the rebate reserved, and the homeowner shall be required to submit a new application for consideration. Rebate eligibility and conditions are subject to change across program years. Quality Assurance and Quality Control For homeowners that select to pursue the air infiltration, heat pump, or duct improvement rebates, the Measurement & Verification (M&V) process may consist of a pre-inspection of the home and a post-installation inspection of the home and support documentation. For homeowners that select to pursue a ceiling insulation, heat pump tune-up, or water heater rebate, the Measurement & Verification (M&V) process may consist of a post-installation inspection of the home and support documentation. Pre-Inspections A pre-inspection may be conducted by an Energy Advisor if the homeowner selects to pursue the air infiltration, heat pump, or duct improvement rebates. During the pre-inspection, the Energy Advisor conducts a home energy evaluation that includes visual inspections and diagnostic testing of the home to determine opportunities for improvement. Post-Installation Inspections Post-installation inspections will consist of on-site inspections and review of documentation. On-site inspections will be conducted by Energy Advisors to verify improvements based on the upgrades made by the homeowner. The type of inspection and sample size will be adjusted based on the upgrade made by the homeowner. Santee Cooper s Energy Advisors will conduct on-site inspections to verify the home or equipment meets the eligibility requirements of the program. The homes selected for on-site inspections will be determined in sole discretion by Santee Cooper. During the on-site inspection, the Energy Advisor will inspect the home and collect the data necessary to verify the home or equipment meets the program s eligibility requirements. In addition to on-site inspections, Santee Cooper will conduct 100 percent inspection of program documentation.

14 Additional Resources BPI 104: Envelope Professional Standard AHRI directory of equipment, available at ACCA Standard 5 Quality Installation Specification https://www.acca.org/industry/quality/quality-installation North American Technician Excellence (NATE) Program Disclaimer All existing home upgrades and repairs must fully comply with locally applicable building codes and regulations as interpreted by the appropriate enforcement authorities. Where local, state or national building and energy codes and regulations either exceed or conflict with program standards or specifications, those codes and regulations must be followed. It is the Trade Ally s responsibility to ensure that all code, permitting and regulatory requirements are met. In instances where there is a conflict with this program s standards and the local code, the homeowner or Trade Ally must contact the Energy Advisor in order to determine the home s eligibility for the rebate.

15 12 I. Program Overview Homeowner Eligibility Measure Eligibility Trade Ally Eligibility Participation Process Quality Assurance and Quality Control II. Application and Agreement Participation Agreement Rebate Application III. Technical Forms HVAC Quality Installation HVAC Duct Improvement HVAC Tune-Up Heat Pump Water Heater Geothermal HVAC Quality Installation Thermostat Rebate Application

16 NOTE: Forms and Applications in the Resource Kit are subject to change. To download current forms, please visit ReduceTheUse.com 13

17 Smart Energy Existing Homes Program Homeowner Participation Agreement Please complete all sections below. Incomplete applications will delay the review. Santee Cooper s Smart Energy Existing Homes Program offers home energy evaluations for homeowners. After the energy evaluation, your Santee Cooper Energy Advisor will provide you with a list of energy efficiency recommendations and discuss the financial assistance available from Santee Cooper to help offset the cost of the improvements. Note: Please review Program Overview for more information on how the program works. This agreement must be received by the Santee Cooper Energy Advisor prior to receiving the energy evaluation 1. A separate Loan Application must be submitted to apply for a loan. A separate Rebate Application must be submitted to apply for rebates. 1 Energy evaluation not required for ceiling insulation, self-programming thermostat, or water heater rebates. HOMEOWNER CONTACT INFORMATION The rebate(s) will be made payable to the Santee Cooper residential customer and mailed to the address indicated below. Name: Address: City: State: Zip: Electric Meter Base Number: Primary Phone: Secondary Phone: Address: HOMEOWNER CONCERNS Please indicate your primary concerns with your home (check all that apply): High Utility Bills Drafts Hot/Cold Spots Old Equipment Dust Other If Other, please explain: ELIGIBILITY REQUIREMENTS Energy evaluations are available for Santee Cooper residential customers who own a home meeting the following eligibility requirements: The home must be separately metered and receive electrical service from Santee Cooper. The home must be single-family construction or a unit in a multi-family building that has its own heating, cooling, and hot water systems, separate from other units. The home must be at least five years old. The home must be all electric excluding hybrid heat pumps and gas fireplaces. AGREEMENT I, the undersigned ( Homeowner ), agree to the guidelines below: I understand that the submission of the Participation Agreement does not guarantee receipt of a rebate or loan from Santee Cooper. A Rebate Application or a Loan Application will need to be submitted in addition to the Participation Agreement to apply for financial incentives. No rebate or loan amount will be paid for any energy improvements installed prior to the energy evaluation, when required. I understand that the evaluations conducted by a Santee Cooper Energy Advisor are solely for the purpose of determining energy efficiency recommendations and are not safety or building code inspections. I agree to indemnify and hold Santee Cooper and its agents, and employees harmless against all loss, damage, expense, and liability arising out of or in any way connected with the energy evaluation or any measures installed. I understand that participation in the Smart Energy Existing Homes Program is voluntary on behalf of Santee Cooper and the Applicant. Santee Cooper has the right to change or modify the program at any time. Homeowner Signature: Date: ( ) Page 1 of 1

18 Smart Energy Existing Homes Program Rebate Application Form Please complete all steps below. Incomplete applications will delay the review process. This application is for energy efficiency improvements installed at ONE eligible residential address. Please complete separate applications if applying for rebates at more than one address. Note: A home energy evaluation may be required for air infiltration, heat pump, and duct improvement rebates. Homeowners who intend to apply for one of these rebates should contact an Energy Advisor PRIOR to completing this application. You may contact an Energy Advisor by phone at ext (Horry and Georgetown) or ext (Berkeley) or by at STEP 1: HOMEOWNER INFORMATION The rebate(s) will be made payable to the Santee Cooper residential customer and/or Residential Trade Ally, and mailed to the address indicated below. Note: To be completed by homeowner. Name: Address: City: State: Zip: Primary Phone: Secondary Phone: Electric Meter Base Number: Customer SSN: STEP 2: REBATE ESTIMATOR Calculate the rebate value for each measure based on the formulas below. Add the amounts in the Total column to calculate the Total Rebates Requested. Note: To be complete by Santee Cooper Residential Trade Ally. Rebate Type Ceiling Insulation Pre-improvement R-19 Ceiling Insulation Pre-improvement R-11 Air Infiltration Number of Units Installed (A) (sq. ft.) (sq. ft.) (CFM50) Divided By (B) 100 = 100 = 100 = A/B ( C) Rebate Per Unit Total (D) (CXD) x $6 = $ x $13 = $ x $15 = $ Duct Improvement1 (CFM25) x $75 = $ Heat Pump 15+ SEER, 8.5+ HSPF/Geothermal 2 # units x $400 # units x = $ = $ Heat Pump 17+ SEER, 9.0+ HSPF 2 Qualified Thermostat3 Heat Pump Water Heater Solar Water Heater Smart Energy Existing Home Bonus 4 # units 25 = $600 x $125 x $400 x $700 x $200 Total Rebates Requested = = = = $ $ $ $ $ 1 If Duct Improvement is measured in CFM 50, multiply by.66 to convert to CFM 25. Maximum of 2 HVAC rebates per residence. Thermostat must be Wi-Fi enabled and either self learning or occupancy sensing. 4 Install three or more within 60 days: Ceiling Insulation, Air Infiltration Improvement, Heat Pump with Quality Installation, Duct Improvement, Qualified Thermostat, Heat Pump Water Heater, Solar Water Heater. 2 3 ( ) Page 1 of 3 reducetheuse.com

19 STEP 3: REQUIRED DOCUMENTATION Complete the following sections based on the equipment installed at the home. Failure to provide complete information will delay the rebate payment. Note: To be completed by Santee Cooper Residential Trade Ally. Ceiling Insulation Specifications Square footage: Pre-improvement R-Value: Post-improvement R-Value: Photographs (pre- and post- improvement) Air Infiltration Specifications Pre-improvement CFM 50: Post-improvement CFM 50: CFM 50 reduction: Mechanical Ventilation: Recommended Installed Heat Pump Documentation Checklist HVAC Quality Installation form ACCA Manual J 8 th edition residential load calculation (project file.rup) Original Proof of Purchase (must indicate specific equipment installed and verification of payment) Photographs (pre- and post- improvement) STEP 4: TERMS & CONDITIONS 1. I understand that I will only receive the rebate if the energy efficiency improvements installed qualify in accordance with the program standards. 2. I understand that the rebate that I am awarded will help offset the cost to install the energy efficiency upgrades, and that I am responsible for paying the balance of the costs associated with such upgrades including, but not limited to, cost of materials, labor, and Residential Trade Ally fees. 3. I understand that I am responsible for paying a contractor for any fees associated with installing the energy efficiency upgrades and Santee Cooper has no part in any agreement between myself and the Santee Cooper Residential Trade ally I select to complete the work. 4. I understand that the rebates associated with this Rebate Application will only be paid to a Santee Cooper residential customer (or the designated third party) that meets the eligibility requirements of the Smart Energy Existing Homes Program as outlined in the Program Overview. 5. I understand that if I accept rebates under the Smart Energy Existing Homes Program, my home will be ineligible for future duplicate rebates as outlined in the table below. ( ) Page 2 of 3 reducetheuse.com

20 Rebates Future Rebate Considered as Duplicate Ineligibility Period Ceiling Insulation Ceiling Insulation 20 years Air Infiltration Air Infiltration 10 years Heat Pump with Quality Installation Heat Pump with Quality Installation 15 years Heat Pump Tune-Up 1 year Duct Improvement Duct Improvement 15 years Thermostat Thermostat 15 years Heat Pump Tune-Up Heat Pump Tune-Up 3 years Heat Pump Water Heater Heat Pump Water Heater 10 years Solar Water Heater 10 years Solar Water Heater Heat Pump Water Heater 15 years Solar Water Heater 15 years 6. I understand that participation in the Smart Energy Existing Homes Program is voluntary on behalf of Santee Cooper and the Applicant. Santee Cooper has the right to change, modify, or cancel the program at any time. 7. I will allow, if requested, a representative from Santee Cooper or any authorized third party reasonable access to my property to verify the installed product have purchased before a rebate is paid. I understand that a rebate will not be paid if I refuse to participate in any required verification. The verification of installation must be scheduled within 30 days of customer contact by Santee Cooper. I understand that Santee Cooper may contact the qualifying product vendor and/or installer, if needed, to verify purchase and/or I have read and understood the terms and conditions of this program. I certify that the information I have provided is true and correct and that the energy efficiency improvements for rebate meet the requirements in this application. Homeowner Signature: Trade Ally Signature: Date: Date: Submit the completed Rebate Application and required documentation to your Energy Advisor or to: Santee Cooper Energy Support Services 305-A Gardner Lacy Road Myrtle Beach, SC Fax: Santee Cooper will review the paperwork and schedule a final inspection (if necessary) to verify the improvements meet the Program s eligibility requirements. You will receive your rebate within eight weeks after successful completion of the final inspection. ( ) Page 3 of 3 reducetheuse.com

21 14 I. Program Overview Homeowner Eligibility Measure Eligibility Trade Ally Eligibility Participation Process Quality Assurance and Quality Control II. Application and Agreement Participation Agreement Rebate Application III. Technical Forms HVAC Quality Installation HVAC Duct Improvement HVAC Tune-Up Heat Pump Water Heater Geothermal HVAC Quality Installation Thermostat Rebate Application

22 Smart Energy Existing Homes Rebate Program HVAC QUALITY INSTALLATION INSTRUCTIONS 1) HVAC company must be currently listed as a participating Santee Cooper Trade Ally under the Smart Energy Existing Homes Program. 2) HVAC equipment must be installed according to the requirements specified within the Smart Energy Existing Homes Program Guidelines (e.g. per AHRI matched equipment, approved ACCA manual J8 load calculation, etc.). 3) Santee Cooper must receive a completed copy of this form, as well as all required supplemental documentation prior to release of loan and/or rebate payments. Scheduling of final evaluations shall be contingent upon the notification of completion of all essential home improvements and the submittal of all required information [within three (3) business days after the equipment is installed]. 4) All data must be properly recorded and submitted by the start-up technician. NOTE: Incomplete information can not be processed under the Smart Energy Existing Homes Program. 5) The start-up technician and a HVAC quality assurance designee, i.e. the service manager, must sign the back of this form. TRADE ALLY S INFORMATION Trade Ally Name: Technician s Name: (print) HOMEOWNER S INFORMATION Homeowner s Name: Street Address: NATE Certification #: Homeowner s Phone #: ( ) Date of Start-Up: Meter Base Number: EQUIPMENT SELECTION INFORMATION Existing Equip. Make Total Exist. Tons New Equipment Make AHRI Ref# New Condenser (or package) model # New Air Handler/Fan-Coil Model # ACCA Man. J8 Sensible 90 0 /75 0 /63 0 New Unit Sensible 0 /75 0 /63 0 ACCA Man. J8 Latent 90 0 /75 0 /63 0 New Unit Latent 0 /75 0 /63 0 SHR= (J8 sensible BTUh/J8 Total BTUh) Ball Park CFM=J8 sens. btuh/(1.1 x Coil TD) Design Coil TD (based on SHR see below) Unit tons=unit (sensible + latent)/12,000 New Unit SEER/EER ratings New Unit HSPF SHR <0.8.. Design Coil TD =21 0 SHR Design Coil TD =19 0 SHR > Design Coil TD =17 0 AIR FLOW TESTING (WITHIN 350 TO 425 CFM/TON) All data should be recorded after a minimum operating time of 15 minutes while the fan speed is set according to design CFM. CFM Testing Methods (Complete one of the following processes): use unit tons above to calculate CFM/Ton Pressure Matching (e.g. Duct Blaster) System Static Pressure IWC Calibrated Fan CFM CFM/Ton Flow Grid (flow plates) Anemometer and Manufacturer s Return Grille Performance Table Manometer with Manufacturer Blower Table Flow Grid Pressure IWC Calibrated Flow Grid CFM CFM/Ton Avg. air Velocity FPM Make of Return Grille Return Grille (Net Free Sq. Ft.) Model of Return Grille CFM = fpm x NFSF = CFM/Ton Fan Speed Measured Static Pressure (ESP) IWC Manufacturer s Blower Table CFM CFM/Ton ELECTRICAL MEASUREMENTS Line voltage at the condensing unit Unit Off: Volts Unit Operating: Volts Compressor Amps Rated: Amps Actual: Amps Condenser Fan Motor Amps Rated: Amps Actual: Amps Evaporator (Indoor) Fan Motor Amps Rated: Amps Actual: Amps SC0971 ( ) V Page 1 of 2

23 REFRIGERANT PIPING INFORMATION (FOR SPLIT SYSTEMS ONLY) Outdoor Dry-Bulb Air Temperature at the time of charging O F db Refrigerant Type R-410A Other Is suction line completely insulated? Yes No Suction Line Size inches Liquid line size inches Pressure test conducted at psig (manufacturer s specifications) System held pressure for minutes (manufacturer s specifications) System evacuated to microns REFRIGERANT CHARGING METHOD Complete the following section according to equipment manufacturer s approved guidelines. Choose and implement one of the options below that matches your equipment manufacturer s recommended charging method and specifications (attach manufacturer specific charging instructions and supplemental documentation, if applicable):d OPTION 1: WEIGH-IN Manufacturer s pre-charged amount (per data plate) pounds ounces Does this charge include an allowance for an evaporator? Yes No Does this charge include an allowance for a line set? Yes No Refrigerant line sizes Suction Default Line Set Length Liquid feet Actual Line Set Length Manufacturer s recommended charge adjustment per foot of line set feet Difference feet ounces/ft. (A) Charge Adjust: Line set length difference (from above) feet X ounces/foot = ounces (B) Driers, Accumulator, and Evaporator Capacities (if not included above) Recommended charge adjustment Actual charge adjustment ounces (A) +(B) = ounces ounces Is the amount of the weighed-in charge within ± 2% of manufacturer s recommendation? Yes No * Some manufacturers list the adjustment for suction and liquid line lengths as a single value. Be sure not to double count this amount. Refer to the manufacturer s instructions to ensure the proper procedure for the installed equipment is implemented. OPTION 2: SUBCOOLING Outdoor dry-bulb air temperature Refrigerant Type R-410 Other Manufacturer s recommended subcooling O F Liquid Line Pressure psig (> 175 psig recommended unless otherwise specified by manufacturer) Saturation Temperature for measured pressure O F db Liquid Line Temperature O F db Sub-cooling (Saturation Temperature - Liquid Line Temperature) OPTION 3: OTHER MANUFACTURER SPECIFIC REFRIGERANT CHARGE METHOD*. AIR COIL (BLOWER) O F db Is measured sub-cooling within ± 3 O F of manufacturer s recommendation? Yes No *Attach completed form(s) and supplemental documentation per equipment manufacturer s specifications. Return Air F db F wb intentionally left blank Supply Air F db F wb QUALITY ASSURANCE I hereby certify with the undersigned that all HVAC equipment has been installed in accordance with the manufacturer s guidelines, and that all information is accurate. I understand that Santee Cooper requires a valid copy of this document and all essential supplemental information prior to final processing of related loans and/or rebate requests. Start-up Technician: QA Designee/Reviewer: Date: Date: SC0971 ( ) V Page 2 of 2

24 Smart Energy Existing Homes Program HVAC Duct Improvement Form INSTRUCTIONS HVAC company must be currently listed as a participating Santee Cooper Trade Ally under the Smart Energy Existing Homes Program. HVAC systems must be serviced according to program eligibility and requirements specified within the Smart Energy Existing Homes Program Guidelines (e.g. existing system is electric air source heat pump, technician must hold appropriate certifications, air flow testing conducted in accordance with ACCA Standard 5, etc.). Existing systems with initial testing results of greater than 50% leakage will have the pre-testing leakage value capped at 50% of system capacity for purposes of incentive calculation. Only systems requiring repair are eligible for rebates. Santee Cooper must receive a completed copy of this form, as well as all required supplemental documentation prior to release of rebate payments. Scheduling of final evaluations shall be contingent upon the notification of completion of all essential home improvements and the submittal of all required information {within three (3) business days after the post-airflow testing is complete]. All data must be properly recorded and submitted by the start-up technician. NOTE: Incomplete information cannot be processed under the Smart Energy Existing Homes Program. The service technician and a HVAC quality assurance designee (i.e. the service manager), must sign the back of this form. TRADE ALLY S INFORMATION HOMEOWNER S INFORMATION Trade Ally Name: Homeowner s Name: Technician s Name: (print) Street Address: NATE Certification #: Homeowner s Phone #: ( ) Date of Testing/Repair: Meter Base Number: STEP 1 EXISTING HEAT PUMP SYSTEM INFORMATION Unit No. Make (Brand) Condenser (or package unit) Model Number Air Handler Model Number (if split system) Cooling (Tons) Describe location of ductwork 1 2 STEP 2 - AIR FLOW TESTING AND DUCT LEAKAGE TESTING CFM Pre-Testing Methods* (Complete one of the following processes or use manufacturer's electronic CFM readout at the thermostat): Pressure Matching (e.g. Duct Blaster) Flow Grid (includes flow plates) Anemometer and Manufacturer's Return Grille Performance Table Manometer with Manufacturer Blower Table Air Handler measured ESP IWC Calibrated Fan CFM Supply Static Pressure IWC CFM Air Velocity FPM Return Grille (Net Free Sq. Ft.) CFM = fpm x NFSF = Fan Speed Measured External Static Pressure (ESP) IWC Manufacturer s Blower Table CFM Duct Blaster Static Pressure IWC CFM/Ton Flow Grid Pressure IWC CFM/Ton Make of Return Grille Model of Return Grille CFM/Ton CFM/Ton *All data should be recorded after a minimum operating time of 15 minutes while the fan speed is set according to nominal design capacity. Airflow testing required to be within 350 to 425 CFM/ton. If manufacturer requires different CFM/ton provide documentation. Leakage Pre-Testing Method (complete one of the methods listed below) Duct pressurization Airflow through the fan Leakage measurement % *Pressurize ducts to match system operating pressures SC0969 ( ) V Page 1 of 2

25 Blower door subtraction Whole house leakage Leakage after grills are sealed Leakage difference STEP 3 DUCT IMPROVEMENTS 1 Unit No. Whole duct system inspection findings # of leaks sealed 2 # of gaps sealed 3 Ducts insulated in unconditioned area 4 New filter installed Once upgrades are made and CFM is within 350 to 425 CFM/ton, proceed to STEP Sealed leaks and connections with mastic, metal tape, or an aerosol-based sealant. 3. Seal gaps behind registers and grills where the duct meets the floor, wall, or ceiling. 4. Insulate ducts in unconditioned areas with insulation that carries an R-value of 6 or higher. STEP 4 POST AIRFLOW TESTING AND DUCT LEAKAGE TESTING CFM Post-testing Methods (complete the same methods used in pre-testing activities after repairs are made): Pressure Matching (e.g. Duct Blaster) Flow Grid (includes flow plates) Supply Static Pressure IWC Flow Grid Pressure IWC CFM Calibrated Fan CFM ) CFM/Ton Flow Grid Pressure IWC CFM/Ton Anemometer and Manufacturer's Return Grille Performance Table Manometer with Manufacturer Blower Table Air Velocity FPM Return Grille (Net Free Sq. Ft.) CFM = fpm x NFSF = Fan Speed Measured External Static Pressure (ESP) IWC Manufacturer s Blower Table CFM Make of Return Grille Model of Return Grille CFM/Ton CFM/Ton *All data should be recorded after a minimum operating time of 15 minutes while the fan speed is set according to nominal design capacity. Airflow testing required to be within 350 to 425 CFM/ton. If manufacturer requires different CFM/ton, provide documentation. IF CFM IS NOT WITHIN REQUIRED RANCE, ADJUST FAN SPEED OR DAMPERS AS NECESSARY. Leakage Post-testing Method* (complete the same method used in pre-testing activities after repairs are made) Duct pressurization Blower door subtraction Airflow through the fan Leakage measurement *Pressurize ducts to match system operating pressures Whole house leakage Leakage after grills are sealed Leakage difference *Duct Leakage Test: No more than 20% total CFM duct leakage at test out. STEP 4 TECHNICIAN S SIGNATURE I hereby certify with the undersigned that all HVAC equipment has been serviced in accordance with the Smart Energy Existing Homes Program guidelines, and that all information is accurate. I understand that Santee Cooper requires a valid copy of this document and all essential supplemental information prior to final processing of related loans and/or rebate requests. Duct Improvement Technician: Date: QA Designee/Reviewer: Date: SC0969 ( ) V Page 2 of 2

26 Smart Energy Existing Homes Program HVAC Tune-Up Form INSTRUCTIONS 1) HVAC company must be currently listed as a participating Santee Cooper Trade Ally under the Smart Energy Existing Homes Program. Customer signature is not required for Trade Ally to receive rebate. 2) HVAC systems must be serviced according to program eligibility and requirements specified within the Smart Energy Existing Homes Program Guidelines (e.g. existing system is electric air source heat pump, technician must hold appropriate certifications, refrigerant charge testing conducted in accordance with ACCA Standard 5, etc). 3) Santee Cooper must receive a completed copy of this form, as well as all required supplemental documentation prior to release of rebate payments. Scheduling of final evaluations shall be contingent upon the notification of completion of all essential home improvements and the submittal of all required information [within three (3) business days after the equipment is serviced]. 4) All data must be properly recorded and submitted by the start-up technician. NOTE: Incomplete information cannot be processed under the Smart Energy Existing Homes Program. All deficient items must be repaired. 5) The service technician and an authorized agent of company (i.e. owner, company officer), must sign the back of this form. 6) As this rebate is paid directly to the Trade Ally to help offset the additional costs of performing a proper HVAC tune-up, an IRS 1099 may be issued to Trade Ally to report income. Check with your tax professional for your tax implications. TRADE ALLY S INFORMATION Trade Ally Name: Technician s Name: (print) CUSTOMER S INFORMATION Homeowner s Name: Street Address: NATE Certification #: Homeowner s Phone #: ( ) Date of Tune-Up: Meter Base Number: Federal Tax ID (EIN): STEP 1 - CONDENSING UNIT (SPLIT SYSTEMS) OR PACKAGE UNIT INFORMATION Unit No. Make (Brand) Condenser (or package Model Number) Cooling (tons) Is Suction line insulation deteriorated or missing Was Line insulation replaced with 1 thick unicellular Age of Unit 1 2 STEP 2-MATCHING AIR HANDLER (FAN/COIL) INFORMATION Unit No. 1 Make (Brand) Model Number Air Handler Unit Location (where is it located in the building) Strip Heat kw (if avail.) Condensate Drain has P-trap & flows freely 2 STEP 3 - CONTROLS Unit No. Measured Control Volts Clg Set Point Htg. Set Point Does thermostat turn unit on/off at set points* If no, was thermostat repaired/replaced Is thermostat mounted on outside wall or near a heat source If yes, was heat source moved or thermostat insulated from outside wall 1 2 SC0970 ( ) V Page 1 of 2

27 STEP 4 - ELECTRICAL POWER Unit No. Volts Unit Off Volts Unit On Compressor Rated Amps Compressor Actual Amps OD Fan Rated Amps OD Fan Actual Amps ID Fan Rated Amps ID Fan Actual Amps Were any motors replaced? 1 2 STEP 5 - FANS AND AIR FLOW Unit No. Filter(s) Cleaned or Replaced ID coil cleaned OD Coil cleaned Measured Air Handler CFM Method of measuring cfm * Outside Temp. Measured Cooling TD across ID Coil CFM per ton cooling Was CFM adjusted to get cfm/ton 1 2 * Allowable Methods: Static Pressure & Blower Table; Anemometer (with grille data); flow grid (includes flow plates); pressure matching (with duct blaster), or any manufacturer s electronic CFM read-out at the thermostat ** Check cooling TD after 15 minutes cooling run time. If TD across evaporator coil is less than 17 0 or greater than 21 0 (and airflow is correct), refrigerant charge must be checked using one of the methods shown in STEP 5. All heat pumps must be checked using Method 3 when the outdoor temperature is below Otherwise proceed to STEP 7. STEP 6 - REFRIGERANT CHARGE (REQUIRED IF ID COIL COOLING TD IS <17 0 OR >21 0 & HT. PUMPS IN WINTER) Unit No. Refrigerant Type Outdoor Temp. Measured Super-heat METHOD 1 1 Cooling Manuf. listed superheat Measured Sub-Cooling METHOD 2 2 Cooling Manuf. listed Sub- Cooling Compressor Discharge Temp. METHOD 3 3,4 Heating Discharge Temp - Outdoor temp Was Refrig. Added or removed Recommended for units with fixed orifice metering device 2 Recommended for units with Thermal Expansion Valve 3 Required for heat pumps in heating season when outside temperature < 55 0 (measure discharge temperature 6 from compressor outlet) 4 Technician has the option to use manufacturer s heating charge chart for winter heat pump charging (include chart with form and write in measured pressure( under Method 3) or to use a charging jacket and method 1 or method 2 (add notes on form to indicate method) STEP 7 -TECHNICIAN S SIGNATURE I hereby certify with the undersigned that all HVAC equipment has been serviced in accordance with the Smart Energy Existing Homes Program guidelines, and all information is accurate. I understand Santee Cooper requires a valid copy of this document and all essential supplemental information prior to final processing of related loans and/or rebate requests. Trade Ally agrees to hold Santee Cooper harmless for any damages incurred as a result of Trade Ally s negligence. Both signatures are required below: Tune-up Technician: Date: Authorized Agent of Company: Date: SC0970 ( ) V Page 2 of 2

28 Smart Energy Existing Homes Program Heat Pump Water Heater Form INSTRUCTIONS 1) Plumbing company must be currently listed as a participating Santee Cooper Trade Ally under the Smart Energy Existing Homes Program. 2) Heat Pump Water Heater must be installed according to the requirements specified within the Smart Energy Existing Homes Program Guidelines (e.g. Santee Cooper customer, ENERGY STAR qualified, installed in an unconditioned space, etc.) 3) Santee Cooper must receive a completed copy of this form, as well as all required supplemental documentation prior to release of loan and/or rebate payments. Scheduling of final evaluations shall be contingent upon the notification of completion of all essential home improvements and the submittal of all required information [within three (3) business days after the equipment is installed]. 4) All data must be properly recorded and submitted by the Trade Ally technician. NOTE: Incomplete information cannot be processed under the Smart Energy Existing Homes Program. 5) The Trade Ally technician must sign this form. TRADE ALLY S INFORMATION HOMEOWNER S INFORMATION Trade Ally Name: Technician s Name: (print) Date of Start-Up: EQUIPMENT SELECTION INFORMATION Unit 1 Homeowner s Name: Street Address: Homeowner s Phone #: ( ) Meter Base Number: Unit 2 (if applicable) Energy Factor Capacity (gallons) Energy Factor Capacity (gallons) Manufacturer Manufacturer Model No. Model No. Serial No. Serial No. Age of replaced water heater Functioning? Yes INSTALLATION INFORMATION Unit 1 Location of Equipment Installation: Garage Attic Basement Other: Installation Room Size (feet): Length: x width: x height: = cu. ft. Installation Clearances: Air Inlet Side (ft.): ; Air Outlet Side (ft.): Back (in): ; Front (ft.): ; Top (in): Installation Checklist: There is adequate clearance to remove the air filter Installation complies with code and manufacturer Specifications Condensate line drains at a slope to a drain or exterior Temperature and pressure relief valve is properly installed and not plugged Homeowner is aware of cooling effect and noise levels to expect in the installation area Homeowner understands maintenance requirements Homeowner understands the safety instructions QUALITY ASSURANCE No Age of replaced water heater Functioning? Yes Unit 2 (if applicable) Location of Equipment Installation: Garage Attic Basement Other: Installation Room Size (feet): Length: x width: x height: = cu. ft. Installation Clearances: Air Inlet Side (ft.): ; Air Outlet Side (ft.): Back (in): ; Front (ft.): ; Top (in): Installation Checklist: There is adequate clearance to remove the air filter Installation complies with code and manufacturer specifications Condensate line drains at a slope to a drain or exterior Temperature and pressure relief valve is properly installed and not plugged Homeowner is aware of cooling effect and noise levels to expect in the installation area Homeowner understands maintenance requirements Homeowner understands the safety instructions I hereby certify with the undersigned that all water heater equipment has been installed in accordance with the manufacturer's guidelines, and that all information is accurate. I understand that Santee Cooper requires a valid copy of this document and all essential supplemental information prior to final processing of related loans and/or rebate requests. Tune-up Technician: Date: No ( ) Page 1 of 1

29 Smart Energy Existing Homes Program Geothermal HVAC Quality Installation Form INSTRUCTIONS 1) HVAC contractor must be currently listed as an approved service contractor under the Smart Energy Existing Homes Program. 2) Geothermal HVAC equipment must be installed according to the requirements specified within the Smart Energy Program Guidelines (e.g. per equipment manufacturer's approved method, AHRI matched equipment, approved ACCA manual JB load calculation, etc.). 3) A completed copy of this form, as well as all required supplemental documentation must be submitted to Santee Cooper prior to the processing of loan and/or rebate payments. Scheduling of final evaluations shall be contingent upon the notification of completion of all essential home improvements. NOTE: A comparable manufacturer's performance/commissioning report may be submitted with this form; all relative sections must be completed, where applicable, e.g. Air Flow Testing (Within 350 to 425 CFM/Ton). [Required documentation should be submitted within three (3) business days after installed equipment has been properly commissioned]. 4) All data must be properly recorded and submitted by a qualified start-up technician. NOTE: incomplete information cannot be processed under the Smart Energy Existing Homes Program and may delay further processing of customer's accounts. 5) The start-up technician and a, HVAC quality assurance designee (i.e. the service manager) must sign the back of this form. CONTRACTOR INFORMATION HOMEOWNER S INFORMATION Trade Ally Name: Technician s Name: (printed) Technician s NATE Certification #: Date of Start-Up: Homeowner s Name: Street Address: Homeowner s Phone #: ( ) Meter Base Number: EQUIPMENT SELECTION INFORMATION Existing Equipment Brand Existing Unit Tons of Cooling ACCA Man. J8 Sensible Code SHR=(from ACCA Man. J8 Load calculation) Unit CFM=ACCA Man. J8 Sensible load (1.1 x Design Coal TD) New Unit SEER/EER Ratings New Equipment Brand New Unit Model No. Design Coil TD (based on SHR see below) New Unit Tons of Cooling New Unit AHRI Reference Number New Unit HSPF Rating SHR <0.8...Design CFM =350 cfm/ton SHR Design CFM =400 cfm/ton SHR > Design CFM =425 cfm/ton AIR FLOW TESTING (WITHIN 350 TO 425 CFM/TON) All data should be recorded after a minimum operating time of 15 minutes while the fan speed is set according to design CFM. CFM Testing Methods (Complete one of the following processes): or use manufacturer's electronic CFM readout at the thermostat. Pressure Matching (e.g. Duct Blaster) Flow Grid (including flow plates) Anemometer and Manufacturer's Return Grille Performance Table Manometer with Manufacturer Blower Table System Static Pressure IWC Calibrated Fan CFM CFM/Ton Flow Grid Pressure IWC Calibrated Flow Grid CFM CFM/Ton Avg. air Velocity FPM Make of Return Grille Return Grille (Net Free Sq. Ft.) Model of Return Grille CFM = fpm x NFSF = CFM/Ton Fan Speed Measured External Static Pressure (ESP) IWC Manufacturer s Blower Table CFM CFM/Ton ( ) Page 1 of 2

30 GEOTHERMAL SYSTEM INFORMATION Closed Loop System (contact Santee Cooper if open loop system) Designed by: Type of Antifreeze used % Solution System Type: Series Parallel Pipe Material: Pipe Sized: Pipe Installed: Horizontal Length of Pipe/Ton ft/ton Number of Pipes in Trench Depth to Bottom Pipe ft Vertical Depth of Bore Hole(s)/Ton ft/ton FLUID INFORMATION COOLING HEATING* Entering Fluid Temperature [a] Leaving Fluid Temperature [b] Gallons per Minute Through the Water Coil [c] Liquid Line Refrigerant Pressure Liquid Line Saturation Temperature Liquid Line Temperature at Metering Device Coil Sub-cooling Voltage at Compressor (Unit Running) Compressor Amps F F GPM PSIG F F F V A Brine Factor (Use 500 for water and 485 for methanol) [d] Heat of Rejection (cooling) / Heat of Extraction (heating) [(b-a)*c*d] Btu/hr INDOOR AIR TEMPERATURE COOLING HEATING* Dry Bulb Air Temperature [Entering Indoor Coil] F Dry Bulb Air Temperature [Leaving Indoor Coil] F * During heating test mode, ensure the 2.00 stage heat is not activated. QUALITY ASSURANCE I hereby certify with the undersigned that all HVAC equipment has been installed in accordance with the manufacturer's guidelines, and that all information is accurate. I understand that Santee Cooper requires a valid copy of this document and all essential supplemental information prior to final processing of related loans and/or rebate requests. Start-up Technician: Date: QA Designee/Reviewer: Date: ( ) Page 2 of 2

31 Smart Energy Existing Homes Program Thermostat Rebate Application Santee Cooper is offering a limited number of rebates for thermostats that meet the following criteria: MUST be WiFi enabled MUST be EITHER Self-learning OR Occupancy Sensing Rebates are available to Santee Cooper residential customers who own a home meeting the following eligibility requirements: Home must be separately metered and receive electrical service from Santee Cooper. Home must be single-family, defined as either detached or up to and including four attached units. Homeowner must have occupied residence prior to Home must be all electric, excluding hybrid heat pumps and gas fireplaces. Note: Rebates are limited. Please call Santee Cooper at (843) to confirm rebate availability prior to purchase. Maximum of two rebates for homes with multiple thermostats. STEP 1: HOMEOWNER INFORMATION The rebate(s) will be made payable to the Santee Cooper residential customer and mailed to the address indicated below. Note: To be completed by homeowner. Name: Address: City: State: Zip: Primary Phone: Secondary Phone: Electric Meter Base Number: STEP 2: REQUIRED DOCUMENTATION Complete the following sections based on the equipment installed at the home. Failure to provide complete information will delay the rebate payment. Thermostat Information Brand: Model #: Number Installed: Home Information Size of Home (sq. ft.): Number of Thermostats in the Home: Estimated System Install Date: Year built: Year occupied by current resident: Number of Heat Pumps in the Home: Heat Pump Size (tons): Note: Please submit all invoices with equipment costs for processing. ( ) Page 1 of 2 reducetheuse.com

32 STEP 3: TERMS & CONDITIONS 1. I understand that I will only receive the rebate if the thermostat(s) installed qualify in accordance with the program standards. 2. I understand that the rebate that I am awarded will help offset the cost to install the thermostat(s), and that I am responsible for paying the balance of the costs associated with such upgrades including, but not limited to, cost of materials, labor, and any applicable Residential Trade Ally fees. 3. I understand that I am responsible for paying a Residential Trade Ally any applicable fees associated with installing the thermostat(s) and Santee Cooper has no part in any agreement between me and the Santee Cooper Residential Trade Ally I may select to complete the work. 4. I understand that the rebates associated with this Rebate Application will only be paid to a Santee Cooper residential customer that meets the eligibility requirements of the Smart Energy Existing Homes Program as outlined in the section above. 5. I understand that if I accept a thermostat rebate, my home will be ineligible for future thermostat rebates for a period of up to 15 years. 6. I understand that participation in the Smart Energy Existing Homes Program is voluntary on behalf of Santee Cooper and the Applicant. Santee Cooper has the right to change, modify, or cancel the program at any time. 7. I will allow, if requested, a representative from Santee Cooper or any authorized third party reasonable access to my property to verify the installed product I have purchased before a rebate is paid. I understand that a rebate will not be paid if I refuse to participate in any required verification. The verification of installation must be scheduled within 30 days of customer contact by Santee Cooper. I understand that Santee Cooper may contact the qualifying product vendor and/or installer, if needed, to verify purchase and/or installation and may provide my name and/or address to complete this verification. 8. I agree to indemnify and hold Santee Cooper and its agents, and employees harmless against all loss, damage, expense, and liability arising out of or in any way connected with any measures installed. 9. I understand that Santee Cooper makes no warranty regarding work that may be performed by Residential Trade Allies, equipment performance, or energy savings. I have read and understood the terms and conditions of this program. I certify that the information I have provided is true and correct and that the energy efficiency improvements for rebate meet the requirements in this application. Homeowner Signature: Date: Submit the completed Rebate Application and required documentation to your Energy Advisor or to: Santee Cooper Myrtle Beach Office 1703 Oak Street Myrtle Beach, SC Fax: Santee Cooper will review the paperwork and schedule a final inspection (if necessary) to verify the improvements meet the Program s eligibility requirements. You will receive your rebate within eight weeks after successful completion of the final inspection. ( ) Page 2 of 2 reducetheuse.com

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