incentive application for businesses

Transcription

1 SECTION 1: customer LEGAL information Company Legal Name: Tax Identification Number (Complete ONE only, must be 9 digits): FEIN: OR SSN: Legal Mailing Address: City: State: Zip Code: Business Classification of Customer (Check ONE only. Required for all businesses, including non-profits.): q Corporation q Partnership q Sole Proprietorship-Individual q LLC q Other Owner Name (Sole Proprietor): SECTION 2: payment information Make Incentive Check Payable to: q Company q Business Owner s Legal Name (Only if Sole Proprietor) q Trade Ally (Complete Section 4) Attention to: Make Check to: q Company Legal Address q Job Site Address q Alternate Address (complete below): Alternate Pay Address: City: State: Zip Code: SECTION 3: job site information Job Site Name: Job Site Street Address (physical location): Customer Project Contact Name: Customer Project Contact City: State: Zip Code: Customer Project Contact Telephone: WI Electric Provider at Job Site: Electric Provider Primary Acct #: Natural Gas Provider at Job Site: Natural Gas Provider Primary Acct #: Project Installation/Service Date: Describe Building Use (e.g.: Food processing plant): For questions about this application contact: q Customer Contact q Trade Ally SECTION 4: TRADE ALLY information (See Trade Ally information section on the Program Information and Requirements page.) Trade Ally Name: Tax Identification Number (Complete ONE only if receiving payment, must be 9 digits): FEIN: OR SSN: Trade Ally Street Address: City: State: Zip Code: Trade Ally Contact Name: Contact Telephone: Contact Business Classification of Trade Ally (Check ONE only): q Corporation q Partnership q Sole Proprietorship-Individual q LLC q Other SECTION 5: customer signature (Please read and sign.) Certification: The following certifications are required in order for this form to substitute for the IRS form W-9. Under penalty of perjury, I certify that: The number shown on this form is the correct taxpayer identification number. I am not subject to backup withholding because: (a) I am exempt from backup withholding, or (b) I have not been notified by the IRS that I am subject to backup withholding as a result of a failure to report all interest or dividends, or (c) the IRS has notified me that I am no longer subject to backup withholding. I am a U.S. citizen (includes a U.S. resident alien). The undersigned agrees that the stated energy-efficient measure(s) was (were) installed at the job site address listed above as part of Focus on Energy. I have read and agree to the Terms and Conditions within this application. To the best of my knowledge, the statements made on this application are complete, true and correct, and I have submitted the appropriate supporting documentation to receive an incentive. q Itemized Invoice Attached Customer Signature: Customer Name (Print): Date: SECTION 6: application submittal Select the program that best describes your organization (check ONE only). Send or fax form to corresponding mail or address. q Business Incentive Program (Customers include but are not limited to businesses, farms, schools, local governments, small to midsized healthcare and hospitality businesses) Focus on Energy BIP 211 S. Paterson Street, Suite 170 Madison, WI Fax: BIPapps@focusonenergy.com q Large Energy Users Program (Qualifying customers consistently have energy utility bills over $60,000 per month. Typical Large Energy Users include paper and pulp, food processing, foundries, large hospitals, etc.) Focus on Energy LEU 5609 Medical Circle, Suite 201 Madison, WI Fax: LEUapps@focusonenergy.com q Chain Stores and Franchises Program (Limited to chain and franchise retail, restaurants, grocery, convenience stores) Focus on Energy CSF 211 S. Paterson Street, Suite 170 Madison, WI Fax: CSFapps@focusonenergy.com 1 of 11

2 HEATING, VENTILATION AND COOLING SYSTEMS GENERAL REQUIREMENTS Equipment not eligible for prescriptive incentives may be eligible for custom incentives. Contact an Energy Advisor for more details at Any project with an expected incentive exceeding $25,000 must receive written approval before project initiation or equipment purchase. Projects with expected incentives of $10,000 or more may request pre-approval. hot water boilers Hot Water Boilers <300 MBh Equipment must be 90% AFUE and have a sealed combustion unit. Boilers must modulate their firing rate and include outdoor-air reset control. Boiler incentives are only available for equipment used in space heating applications. Equipment serving process or other loads does not qualify. Chimney liners must be installed where a high-efficiency natural gas boiler replaces atmospherically drafted equipment that was vented through the same flue as a gas water heater. High-efficiency boilers will provide 90+ AFUE only if the return water temperature is cool enough to condense flue gasses. If the heating system configuration cannot provide necessary operating conditions to the boiler, selection of a high-efficiency boiler may not be the best choice. Only natural gas equipment is eligible. Modulating Hot Water Boiler <300 MBh input 90% AFUE MBh input $3.00/MBh boiler input Hot Water Boilers 300 MBh Boiler must have thermal efficiency 85% and be capable of capacity modulation. Submit boiler specifications with steady state boiler input and output ratings and thermal efficiency. Restricted to boilers used for HVAC space heating installations (no direct or indirect domestic hot water heating). Industrial process boilers and domestic water heating boilers may qualify for a custom incentive. See Custom Incentives section on the Program Information and Requirements page. Boilers purchased or installed for backup or redundant systems are not eligible. Condensing boilers (thermal efficiency 90%, typically) will provide maximum efficiency only if the return water temperature is cool enough to condense flue gases. If the heating system configuration cannot provide necessary operating conditions to the boiler, selection of a non-condensing boiler may be more appropriate. Propane (LP) customers are not eligible for boiler incentives. When replacing a boiler system with both condensing (>90%) and near condensing (>85%), use the Hybrid Hot Water Boiler Plant measure. Modulating Hot Water Boiler 300 MBh input 85% thermal efficiency Modulating Hot Water Boiler 300 MBh input 90% thermal efficiency MBh input MBh input $1.00/MBh boiler input $3.00/MBh boiler input Hybrid Hot Water Boiler Plant 1,000 MBh Boiler plant measures must meet all requirements listed for the 300 MBh boilers. This measure looks at the entire boiler plant capacity. The summation of the capacity for all heating equipment must be greater than or equal to 1,000 MBh. Backup and redundant boilers are not eligible for this measure. Hybrid boiler plant option must have at a minimum 50% of total heating capacity served by boilers with thermal efficiencies of 90% or greater. Modulating Boiler Plant 1,000 MBh input Hybrid efficiencies Custom Hot Water Boiler Measures High-Efficiency Steam Boilers (83% +) MBh input (entire boiler plant) $2.00/MBh boiler input Custom Incentives Available. Call for details. 2 of 11

3 Boiler system upgrades Boiler Outside Air Reset/Cutout Controls Incentives available for upgrades to existing natural gas boilers only. System must have an outdoor temperature sensor installed in a shaded location on the north side of the building. System must be set up so that the minimum temperature is less than 10 F above boiler manufacturer s recommended minimum return temperature (unless unusual circumstances apply). For controls on multiple boilers to qualify, control strategy must stage the lag boiler(s) only after the first boiler stage(s) fail to maintain the water temperature called for by the reset control. Propane (LP) customers are not eligible for boiler outside air/reset controls incentives. Equipment and System Information Equipment Type Quantity Incentive Subtotal Manufacturer Model Number(s) Controlled Boiler Capacity Outside Air Reset/ MBh $75/Control Cutout Controls Boiler Combustion Upgrades Incentives available for upgrades to existing boilers only. Boiler must be natural gas-fired, forced-draft boilers used for space heating that operate a minimum of 4,000 hours per year. Installation on redundant or backup boilers does not qualify for an incentive. Boiler input must be entered in boiler horsepower BHp. 1 BHp = 33.5 MBh. High turndown burner must be able to provide efficient combustion at a 10:1 turndown ratio. Incentive is capped at 50% of final invoice cost not including any internal labor. Invoices must be attached and include the manufacturer name and model number of linkageless, O 2 trim and high turndown burner equipment. Equipment and System Information Equipment Type Quantity Incentive Subtotal Manufacturer Model Number(s) Boiler Capacity Linkageless Controls BHp $12/BHp O 2 Trim Controls BHp $5/BHp High Turndown Burner BHp $13/BHp Steam Fittings and Pipe Insulation Fittings insulation must be removable and reusable. Insulation R-values (pre and post) must be provided. Insulation must be 1.5 in. or greater for pipes < 1.5 in. diameter and 3 in. or greater for pipes > 1.5 in. diameter. Steam system being insulated must be used for space heating applications. Equipment Type R-Values Quantity Incentive Subtotal Insulation for Steam Fittings Pre Post Quantity of Fittings $10/Fitting psig of steam Insulation for Steam Pipe psig of steam Pre Post Linear Ft of Pipe Insulated $2.50/ Ft of Pipe 3 of 11

4 Forced air and radiant heating Furnaces Equipment must be 90% AFUE and have a sealed combustion unit. Furnaces must have a multi-stage burner and a variable speed (not two-speed or multi-speed) blower motor (ECM/brushless DC motor) and have at least two firing stages. Air handlers are not eligible. Furnace incentives are only available for equipment used in space heating applications. Equipment serving process or other loads does not qualify. Chimney liners must be installed where a high-efficiency natural gas furnace replaces atmospherically drafted equipment that was vented through the same flue as a gas water heater. Only natural gas equipment is eligible. Furnace 90% AFUE with ECM MBh input $125 Furnace 95% AFUE with ECM MBh input $275 Unit Heater Must be vented and condensate drained per manufacturer specifications. Direct fired rooftop units/make-up air units are not eligible for this incentive. Unit heater must be replacing an existing non-condensing unit heater. Propane (LP) customers are not eligible for unit heater incentive. Unit Heater 90% thermal efficiency Packaged Terminal Heat Pump (PTHP) Unit must be AHRI listed as a Commercial PTHP. The equipment size category (Btu/hr) is the cooling capacity value of the unit. Incentive is for replacement of Packaged Terminal Air Conditioner (PTAC) only. MBh input $2.50/MBh input PTHP AHRI Ref #: Btu/hr EER $100 COP Infrared Heater Must have electronic ignition. Must be either directly vented outdoors with insulated flue pipe or indirectly vented by positive air displacement according to manufacturer s specifications. Both low-intensity and high-intensity heaters are eligible. Low-intensity heaters must use outside non-conditioned combustion air. Excludes outdoor patio heating applications. Propane (LP) customers are not eligible for infrared heater incentives. Infrared Heater MBh input $2.50/MBh 4 of 11

5 VENTILATION UPGRADES Energy Recovery Ventilator (ERV) Incentive intended for standard HVAC applications only; other applications such as industrial process heat recovery may be eligible for a custom incentive. Supply airflow is the rated leaving supply airflow as defined in AHRI Standard Provide the heat exchanger net total efficiency for summer and winter operation. Please provide efficiency of the building s cooling and heating systems. This information will not affect ERV incentive. If the heating or cooling efficiency of equipment for space served by the ERV is unknown, provide the manufacturer s name and model instead. Equipment must be AHRI certified to Standard 1060 and bear the AHRI certification symbol for AHRI air-to-air energy recovery ventilation equipment certification program based on AHRI The website listing AHRI certified air-to-air energy recovery ventilators is ahridirectory.org. Systems with ASHRAE or other independent testing may be eligible for custom incentives. Areas served by ERVs must be air conditioned during the periods of June through August from 1 to 4 p.m. and heated during the winter. Replacement of existing ERV and use of ERV where required by state code does NOT qualify. Custom engineered ERVs using AHRI certified heat exchangers must provide documentation for unit specific heat exchanger efficiencies at designed airflow. Equipment Type Equipment and System Information Incentive Subtotal Mfr. & Model Number Space Cooling Efficiency Space Heating Efficiency ERV q EER q kw/ton % Winter Eff. % Summer Eff. % Hours of Operation Supply Airflow $0.75/CFM % % /wk. CFM Mfr. & Model Number Space Cooling Efficiency Space Heating Efficiency ERV q EER q kw/ton % Winter Eff. % Summer Eff. % Hours of Operation Supply Airflow $0.75/CFM % % /wk. CFM Mfr. & Model Number Space Cooling Efficiency Space Heating Efficiency ERV q EER q kw/ton % Winter Eff. % Summer Eff. % Hours of Operation Supply Airflow $0.75/CFM % % /wk. CFM Demand Controlled Ventilation (DCV) for Air Handling Units Control must measure CO 2 levels in the conditioned space, with sensors wall-mounted at an appropriate height and provide the required level of outside air without over ventilating. DCV installations required by code are not eligible. All installations must comply with code requirements for ventilation. Customer or Trade Ally must provide an occupancy schedule if known. Incentives cannot exceed 50% of project cost. Area served must be included. Examples include retail, gym, library, office, etc. Space heating type must be included. Eligible types include natural gas-fired hot air, steam or hot water and electric heat. Space cooling type must be included. Eligible types include air-cooled chiller, water-cooled chiller, packaged air conditioner and split system air conditioner. Approximate square footage of area served must be included. Equipment Type Equipment and System Information Incentive Subtotal Space Cooling Type Space Heating Type Area Served Type DCV for Air Handling Units AHU Cooling Size Hours of Operation Area Served Size MBh /wk. SF Economizer AHU Controls Outside Airflow Rate q DB q Enth q None q No Setback q EMS/T-stat CFM Space Cooling Type Space Heating Type Area Served Type $0.20/CFM Outside Air Controlled DCV for Air Handling Units AHU Cooling Size Hours of Operation Area Served Size MBh /wk. SF Economizer AHU Controls Outside Airflow Rate q DB q Enth q None q No Setback q EMS/T-stat CFM Space Cooling Type Space Heating Type Area Served Type $0.20/CFM Outside Air Controlled DCV for Air Handling Units TM_HVAC_App_ AHU Cooling Size Hours of Operation Area Served Size MBh /wk. SF Economizer AHU Controls Outside Airflow Rate q DB q Enth q None q No Setback q EMS/T-stat CFM $0.20/CFM Outside Air Controlled 5 of 11

6 COOLING SYSTEMS Incentive is for the installation of high-efficiency packaged rooftop units, condensers and split system air conditioning equipment. Incentives are for standard HVAC applications only. Rated AHRI efficiency must meet or exceed minimum ratings shown. Do not use IEER values for DX cooling incentives below that use EER. All efficiencies will be verified using the AHRI database (ahridirectory.org). For split systems both the condenser and evaporator coils must be replaced. Refrigerant line diameters must meet manufacturer specifications. Split systems must include evaporator coil model number. Use the incentive rate calculator to determine the incentive rate. Use SEER for systems < 5.4 and EER for all others. Rated Eff. Equipment Type < 5.5 Min. Eff. = 15 SEER Min. Eff. = 11.5 EER Min. Eff. = 11.5 EER Min. Eff. = 10.6 EER Min. Eff. = 9.9 EER Min. Eff. = Incentive Rate Calculator Δ Eff. X $10 = Eff. $ Equipment and System Information + $55 = Incentive Rate Manufacturer Model Number(s) AHRI Rated Capacity Incentive Rate Quantity Subtotal Subtotal 6 of 11

7 COOLING SYSTEMS (continued) Electric Chillers Any project with an expected incentive exceeding $25,000 must receive written approval BEFORE project initiation or equipment purchase. Projects with expected incentives exceeding $10,000 may request pre-approval. Check the Focus on Energy website at focusonenergy.com/business or call for more information. Manufacturer specification sheets for items installed must be submitted. Chiller specifications must include full load efficiency values and IPLV values in kw/ton per AHRI Standard 550/590 test procedures. Incentives will be based on performance at AHRI standard rating conditions. The full product identification/model number must be shown on the AHRI specification sheets and invoices. Chillers purchased or installed for backup or redundant systems are not eligible. Chiller components, such as motors and VFDs, are incented as part of the chiller package and are not independently eligible for prescriptive incentives during a chiller replacement. Equipment must meet either full load efficiency, part load efficiency or both. It must also meet specification requirements and be purchased and operating prior to submitting an incentive application form (unless submitting for pre-approval). Electric chiller incentives are only available for HVAC space cooling applications. Industrial process cooling, ice rinks and refrigerated warehouses may qualify for a custom incentive. See Custom Incentives section on the Program Information and Requirements page. Chiller efficiencies shall be the equipment AHRI ratings in terms of kw/ton, COP or EER (e.g., kw/ton = 12/EER). Chiller efficiency ratings are not calculated by dividing rated chiller power draw (kw) by the nominal chiller capacity (). Capacity, full load kw/ton efficiency and part load (IPLV) kw/ton efficiency are values at AHRI standard rating conditions. REQUIRED BUILDING INFORMATION Chiller Installation Date Annual Hours of Chiller Operation Building/Space Design Cooling Load () q Base Chiller q Trim Chiller Manufacturer Model Number Air-Cooled Type Water-Cooled Rotary Screw or Scroll Water-Cooled Centrifugal Rated Capacity: < 150 Full load: 1.20 kw/ton Part load: IPLV.90 kw/ton Rated Capacity: 150 Full load: 1.20 kw/ton Part load: IPLV.90 kw/ton Rated Capacity: < 150 Full load: 0.74 kw/ton Part load: IPLV 0.58 kw/ton Rated Capacity: 150 & < 300 Full load: 0.67 kw/ton Part load: IPLV 0.53 kw/ton Rated Capacity: 300 Full load: 0.59 kw/ton Part load: IPLV 0.47 kw/ton Rated Capacity: < 150 Full load: 0.65 kw/ton Part load: IPLV 0.57 kw/ton Rated Capacity: 150 & < 300 Full load: 0.58 kw/ton Part load: IPLV 0.50 kw/ton Rated Capacity: 300 Full load: 0.53 kw/ton Part load: IPLV 0.45 kw/ton Maximum Full Load (kw/ton) AHRI Rated Full Load (kw/ton) Custom Cooling Systems Measures Computer Room Air Conditioners (CRAC) Energy Management Systems Process Cooling Equipment (A) Maximum Part Load (IPLV) (kw/ton) AHRI Rated Part Load (IPLV) (kw/ton) (B) (A) + (B) Incentive Amount per ton ($) AHRI Rated Capacity () 1.20 = 0.90 = x $250 + $15 = X = 1.20 = 0.90 = x $250 + $12 = X = 0.74 = 0.58 = x $250 + $12 = X = 0.67 = 0.53 = x $250 + $12 = X = 0.59 = 0.47 = x $250 + $12 = X = 0.65 = 0.57 = x $250 + $12 = X = 0.58 = 0.50 = x $250 + $12 = X = 0.53 = 0.45 = x $250 + $12 = X = Custom Incentives Available. Call for details. Incentive ($) 7 of 11

8 Rooftop UNit (RTU) Optimization RTU Optimization Requirements (All Incentives) Trade Allies offering RTU optimization measures are required to participate in Focus on Energy optimization training. Only projects implemented by Trade Allies with an RTU optimization training code are eligible for RTU incentives. Space type must be provided. Example space types include: office, retail, classroom, gymnasium, restaurant, theatre, etc. Controls Optimization Replace Manual Thermostats With Programmable Thermostats Basic thermostats must be commercial grade thermostats programmed by the Trade Ally to set back/up space temperatures by 5 degrees or more during unoccupied periods (minimum of 6 hours per day) replacing a standard non-programmable thermostat. Advanced thermostat incentive requires that RTU be equipped with an economizer which resets the minimum position to eliminate outside air for ventilation during unoccupied periods. A list of qualified advanced thermostats can be found on focusonenergy.com. Thermostat incentives are only available for single zone RTUs. Equipment Type Equipment and System Information Quantity Incentive Subtotal Manufacturer Model Number RTU Rated Capacity Heating Type Programmable Thermostat for RTU Advanced Programmable Thermostat for RTU Space Type Hours Reset/Day Cooling Set Up Heating Set Back F F Manufacturer Model Number RTU Rated Capacity Heating Type Space Type Hours Reset/Day Cooling Set Up Heating Set Back F F Free Cooling - RTU Economizers This incentive is for the addition of an economizer to an existing RTU. Economizers attached to RTUs with single stage compressors should be controlled by advanced thermostats with integrated economizer controls that allow an economizer stage as the first stage. Economizers should be set up with a changeover point of 60 degrees in order to maximize savings. Equipment Type Equipment and System Information Quantity Incentive Subtotal Manufacturer Model Number RTU Rated Capacity Economizer (Existing RTUs Only) Economizer Changeover Space Type Relief Added? F Ventilation Controls RTU Single Zone DCV This incentive is for the addition of CO 2 based ventilation controls for RTUs that serve single zones. RTUs that serve multiple zones may use the DCV for Air Handling Units incentive on page 5 of this application. Installations must comply with code requirements for ventilation. Equipment Type Equipment and System Information Quantity Incentive Subtotal Manufacturer Model Number RTU Rated Capacity DCV for Single Zone RTU Space Type Heating Type CO 2 Set Point Outside Air PPM CFM $400 Economizer AHU Controls Area Served Size q DB q Enth q None q No Setback q EMS/T-stat SF RTU Optimization Training Code Custom RTU Optimization Measures Downsize Upon Replacement Coupled with ERV Custom Incentives Available. Call for details. Staged Air Volume Systems total incentives TOTAL INCENTIVE REQUESTED Incentives not to exceed cost of product $ $40 $100 $250 8 of 11

9 Focus on Energy PROGRAM INFORMATION AND REQUIREMENTS Focus on Energy General Terms and Conditions heating, ventilation and AIR CONDITIONING systems Prescriptive Incentives Business Incentive Program, Chain Stores and Franchises Program, and Large Energy Users Program (collectively, Business Programs ): Any project with an expected incentive exceeding $25,000 must receive written approval BEFORE project initiation or equipment purchase. Projects with expected incentives of $10,000 or more may request pre-approval. Check the Focus on Energy website at focusonenergy.com/business or call for more information. Multifamily Energy Savings Program: Any project with an expected incentive exceeding $10,000 must receive approval BEFORE project initiation or equipment purchase. Check the Focus on Energy website at focusonenergy.com/multifamily or call for more information. Custom Incentives If your project does not fit the descriptions on this prescriptive incentive application form, it may qualify for a custom incentive. This requires approval prior to project initiation and ordering equipment or issuing purchase orders. For Business Programs, direct inquiries to or visit focusonenergy.com/business. For Multifamily Programs, direct inquiries to or visit focusonenergy.com/multifamily. Incentive Limits Business Incentive Program, Large Energy Users Program, and Multifamily Energy Savings Program: Incentives are limited to $200,000 per project and $400,000 per customer per calendar year for all Focus on Energy incentives (prescriptive and custom). Depending on your business tax classification, you may receive IRS Form 1099 for incentives totaling over $600 in a calendar year. Chain Stores and Franchises Program: Incentives are limited to $250,000 per project and $500,000 per customer per calendar year for all Focus on Energy incentives (prescriptive and custom). Depending on your business tax classification, you may receive IRS Form 1099 for incentives totaling over $600 in a calendar year. Trade Ally Information A Trade Ally represents the company who provided/installed the equipment for a project or performed the service for which a customer is seeking an incentive. Trade Allies who have signed an agreement with Focus on Energy are allowed to enjoy certain program benefits, one of which is to receive direct payment of incentives at the Trade Ally s request. Incentives can only be paid directly to a Trade Ally if the Trade Ally has completed and submitted a Trade Ally Application. The Federal Employer Identification Number (FEIN) and Business Classification of the Trade Ally is required IF you received your incentive as a credit on your invoice, whereby the incentive is paid directly to the Trade Ally. In this scenario, the credit must be clearly labeled as the Focus on Energy incentive and deducted from the amount due. If your project was completed by more than one Trade Ally (example, equipment was purchased from one Trade Ally but installed by another Trade Ally) and the incentive is being paid to you the customer, please enter the information of the Trade Ally who installed your equipment in Section 4: Trade Ally Information. If the equipment was self-installed, please enter the information of the Trade Ally from whom you purchased the equipment. Focus on Energy Information Focus on Energy works with eligible Wisconsin residents and businesses to install cost-effective energy efficiency and renewable energy projects. Focus on Energy information, resources and financial incentives help to implement projects that otherwise would not get completed, or to complete projects sooner than scheduled. Its efforts help Wisconsin residents and businesses manage rising energy costs, promote in-state economic development, protect our environment and control the state s growing demand for electricity and natural gas. This is a Focus on Energy program application for use by eligible applicants ( Applicant ). Shaw Environmental and Infrastructure, Inc., a Chicago Bridge & Iron (CB&I) company, is the Program Administrator for Focus on Energy ( Program Administrator ) and bound by contract to Statewide Energy Efficiency and Renewable Administration, Inc. ( SEERA ). The Program Administrator, Focus on Energy and the Applicant may be individually referred to herein as a Party and collectively as the Parties. Section 1. Incentive Offer: This Application covers products purchased and installed between January 1, 2014 and December 31, Applications must be postmarked within 60 calendar days of installation and no later than February 28, Applicants should maintain a copy of this application and any product invoices for their personal records. Incomplete applications will be returned and will not be processed. This application must have complete information and be submitted with proof of purchase such as invoices that clearly itemize the product(s) and/or services(s) received. Purchase orders, proposals and quotes are not considered proof of purchase. Purchases that have received Focus on Energy discounts at retailers are not eligible for prescriptive or custom incentives. Section 2. Marketing: The Applicant shall not use Program Administrator s or SEERA s corporate name, logo, identity, any affiliation, or any related logo including the Focus on Energy name, logo, or identity, for any marketing, advertising or solicitation without prior written consent of Focus on Energy. Such written consent may be withheld in Focus on Energy s sole discretion. When referencing Focus on Energy involvement with any project, the Applicant shall collaborate with Focus on Energy to prepare any press release and to plan for any news conference and agrees to provide Focus on Energy, for its written approval prior to publication, a written copy of any advertisements or promotional material regarding this program prior to publishing any such advertisements or promotional material. Focus on Energy reserves the right to publicize the Applicant s participation in the Focus on Energy program unless a written request is submitted to focusonenergy.marketing@cbi.com. 9 of 11

10 Focus on Energy General Terms and Conditions (continued) heating, ventilation and AIR CONDITIONING systems Section 3. Program Discretion: Incentives are available on a first-come, first-served basis. This offer is subject to change or termination without notice at the discretion of Focus on Energy. Some participating electric and/or natural gas providers have incentive programs outside of Focus on Energy. Customers of these providers might not qualify for incentives from both programs. These customers should check with their electric and/or natural gas provider to verify eligibility for dual incentives in order to comply with program rules. Focus on Energy excludes internal labor (i.e. non-contracted labor) for private companies or individuals when calculating total project costs. Applicants who are served by a participating electric provider but not a participating natural gas provider will only qualify for incentives for electric saving technologies. Applicants who are served by a participating natural gas provider but not a participating electric provider will only qualify for incentives for natural gas saving technologies. Applicants who have both a qualifying electric provider and a qualifying natural gas provider will qualify for incentives on both electric and natural gas saving technologies. Applicants who use Liquid Propane (LP) or other non-qualifying fuels will not qualify for incentives for any gas saving technologies. Focus on Energy reserves the right to change or discontinue this program at any time without notice. Focus on Energy also reserves the right to withhold incentive payment until identified problems with a project are resolved and to withhold or terminate an incentive payment due to any party s failure to follow any and all applicable terms and conditions, rules, or procedures. The acceptance of incentive applications and qualification of systems is determined solely by Focus on Energy and acceptance of this application does not guarantee payment of an incentive. In the event that SEERA terminates, for any cause, Program Administrator s contract with SEERA, which terminates Program Administrator s right to act as Program Administrator of the Focus on Energy Program, responsibility for this Application shall be transferred to the new Program Administrator. Section 4. Disclaimers, Representations, and Warranties: Focus on Energy, the Program Administrator, and SEERA (collectively for this section Focus on Energy ) do not endorse any particular trade ally, manufacturer, product, system, or design by offering an incentive. Focus on Energy is not responsible for any tax liability imposed on the recipient as a result of the payment of incentives. Focus on Energy makes no representation or warranty, and assumes no liability with respect to the quality, safety, performance, or other aspect of any design, consulting, product, system, equipment, or appliance installed or received and expressly disclaims any such representations, warranties, and liability, including, but not limited to, any implied warranties of merchantability or fitness for a particular purpose. Focus on Energy does not guarantee that installation and operation of incentivized measures will result in reduced energy usage or in cost savings. Focus on Energy is not responsible for the proper disposal/recycling of any waste generated as a result of this project. Focus on Energy is not liable for any damages, including any incidental or consequential damages, arising out of the operation or malfunction of the products, equipment, or appliances, or the installation thereof. Section 5. Monitoring, Verification, Record Keeping, and Right to Inspect: Focus on Energy evaluates program efficacy by monitoring energy use/production prior to and after installation of your energy efficiency or renewable energy project. The Applicant agrees that information provided on this application form may be used by Focus on Energy and its designated representatives for purposes of evaluating program performance. Focus on Energy, and its designated representatives, shall also have the right to monitor energy use/production prior to and after installation of the project or to perform an inspection of project records or the project itself to evaluate program efficacy for a period of two (2) years from the date of final incentive payment. The Applicant s signature on this application provides Focus on Energy approval to obtain energy data directly from your electric and/or natural gas provider(s). The Applicant and its subcontractors shall maintain accurate records of the project work (e.g., installation records, invoices, and maintenance information) that is performed hereunder for a period of two (2) years from the date of incentive payment. Section 6. Indemnification: Applicants agree to protect, indemnify, defend and hold harmless Focus on Energy, Program Administrator, SEERA, the State of Wisconsin and participating utilities, their respective affiliates, subsidiaries, parent companies, officers, directors, agents, and employees, against all losses, damages, expenses, fees, costs and liability arising from any program, design, consulting, product, system, equipment, or appliance. The Applicant agrees that such obligations under this section shall survive any expiration or termination of this Application and shall not be limited by any enumeration herein of required insurance coverage. To the maximum extent permitted by law, the Applicant agrees to limit Program Administrator s liability to the Applicant for any reason to the total amount of the payments identified in this Agreement. This limitation shall apply regardless of the cause of action or legal theory pled or asserted. Applicant hereby expressly waives the right to specifically enforce this Application. Under no circumstances will Focus on Energy be responsible for any indirect, special, or consequential damages. Focus on Energy s total aggregate liability shall not exceed the amount paid to Applicant. Section 7. Misrepresentation: Making false statements on any Focus on Energy incentive application is punishable by law. Any person who knowingly files an application containing any materially false information or who purposely and misleadingly conceals information commits a fraudulent act that subjects such person to criminal and civil penalties. Any and all funds determined, in Focus on Energy s sole discretion, to have been acquired on the basis of fraudulent or misrepresented information must be fully returned to the Focus on Energy program. Should the Applicant or its representative apply for and receive duplicate payment, Focus on Energy reserves the right to recover payments made in excess of the entitled Reward. This section shall not limit other remedies that may be available for the filing of false or fraudulent applications. Section 8. Miscellaneous: (1) Governing Law. This Application shall be governed, construed and enforced in accordance with the internal laws of the State of Wisconsin, without regard to any law of conflicts that may direct the application of the laws of another jurisdiction. The Applicant irrevocably submits to the original jurisdiction of the state and federal courts sitting in Madison, Wisconsin with regard to any controversy in any way relating to the execution, delivery or performance of this Application that is not resolved by Arbitration. Suits, claims or actions founded upon such controversies shall be brought or filed exclusively in such courts and nowhere else. The exclusive venue for any dispute or controversy arising under this Agreement shall be the Dane County, Wisconsin Circuit Court or the Federal District Court for the Western District of Wisconsin. 10 of 11

11 Focus on Energy General Terms and Conditions (continued) heating, ventilation and AIR CONDITIONING systems (2) Compliance with Applicable Laws. The Applicant shall at all times comply with and observe all federal and Wisconsin state laws and published circulars, local laws, ordinances, rules and regulations which are in effect during the period of this Application and which in any manner affect the performance of this Agreement. This Application shall be construed and enforced, in accordance with the laws of the State of Wisconsin and the laws of the United States. All references to statutes or regulations contained in this Application shall be construed to include successors thereto. All projects must comply with Federal, state, or municipal electrical, safety, and energy codes as well as any applicable Industry standards (e.g. ASHRAE, IESNA). Compliance is the responsibility of the installer. (3) Assignment. Focus on Energy may assign, transfer or convey this Application or any of Focus on Energy s rights, obligations, interests or responsibilities hereunder, in whole or in part, without the consent of the Applicant. (4) Severability. If any provision of this Application is illegal, invalid, or unenforceable under present or future laws effective during the term of this Application, that provision shall be fully severable and this Application shall be construed and enforced as if the illegal, invalid, or unenforceable provision had never comprised a part of this Application. The remaining provisions of this Application shall remain in full force and effect and shall not be affected by the illegal, invalid, or unenforceable provision or by its severance. Furthermore, in lieu of such illegal, invalid, or unenforceable provision, this Application shall be reformed to include as a part of this Application a provision as similar in terms to the illegal, invalid, or unenforceable provision as may be possible and still be legal, valid, or enforceable. (5) Risk of Loss. Focus on Energy and Program Administrator at no time assumes risk of loss for any personal property of the Applicant. (6) Waiver. Failure or delay on the part of either party to exercise any right, power, privilege or remedy hereunder shall not constitute a waiver thereof. A waiver of any default shall not operate as a waiver of any other default or of the same type of default on a future occasion. 11 of 11