2005 LOOK Inside! NEW! I N I T I AT I V E R E B AT E L E V E L S Home Energy Efficiency Rebate Program Cash Rebates for existing single-family detached homes, attached homes (up to four-plex), condominiums and mobile homes. New construction homes do not qualify. HOW TO APPLY 1. Read the Terms and Conditions included in this application package. Rebate levels for the Summer Initiative are for a limited time only and may be terminated without prior notice. These levels are effective May 5, 2005. 2. Purchase and install qualifying product(s) between January 1, 2005 and December 31, 2005. Please be aware, these order/purchase dates will end earlier if funds are depleted. Qualifying product information is found on the Specification Sheet. Qualifying products must be installed prior to submitting for a rebate. 3. Complete the Product Form and read and sign the Customer Application Form. Mail the completed forms along with a copy of the receipt or proof of purchase (see Proof of Purchase Requirements section in this application) to: SCE Rebate Processing Center P. O. Box 800 Rosemead, CA 91770 Completed forms with required documentation must be postmarked by December 31, 2005. Incomplete applications cannot be processed. 4. Keep a copy of Your completed forms with required documentation (including receipts or home improvement contract) for your records. 5. A rebate check will generally be mailed within 6–8 weeks unless (a) your application is incomplete or (b) is selected for verification which may result in additional processing time, or (c) funds are depleted. Applications are processed on a first-come, first-served basis. SCE reserves the right to verify energy efficient product(s), customer eligibility, and equipment installation prior to payment of rebate. Questions? Call SCE toll-free at 1-800-736-4777. You may qualify for FREE energy-saving home improvements while funds last, and/or a 20% discount on your monthly energy bill, if you meet certain income guidelines and other requirements. Please call SCE at 1-800-736-4777 for more information. Revision 9/9/05 1 11123 9/05 2005 NEW! Customer Application Form I N I T I AT I V E R E B AT E L E V E L S Home Energy Efficiency Rebate Program Please complete and sign this Customer Application Form and mail along with completed Product Form(s) and proof of purchase. Mail to: SCE Rebate Processing Center, P.O. Box 800, Rosemead, CA 91770 CUSTOMER INFORMATION Property Type, check one: ❏ Detached Home ❏ Attached Home ❏ Condominium ❏ Individual ❏ Master-Metered ❏ Mobile Home (Sub-metered) (Single Family) SIGNATURE REQUIRED Metering, check one: (Up to Four-plex) SCE Service Account Number (appears below your name on your bill) 0 3 ❏ Mobile Home – – First and Last Name (as it appears on the SCE bill) ❏ Apartment Check one: ❏ Owner Occupied ❏ Renter Occupied – Daytime Phone Number Address where Items(s) installed Apt. or Space # City State Zip Code FILL OUT THIS SECTION ONLY IF CHECK GOES TO SOMEONE OTHER THAN CUSTOMER ABOVE, OR TO A DIFFERENT MAILING ADDRESS Name (first and last) (check made out to) Mailing Address (address rebate check to be mailed) IF CHECK IS TO BE PAID TO A BUSINESS: Tax Status Apt. or Space # ❏ Corporation City ❏ Non-Corporation State Zip Code ❏ Exempt (e.g., Non-Profit) FEDERAL TAX ID OR SSN TERMS AND CONDITIONS — READ, SIGN AND DATE BELOW. 1. 2. 3. 4. 5. 6. To be eligible for a rebate, I understand that: (a) I must be a residential customer on a residential rate with an active meter serviced by SCE and, (b) the product(s) I have installed must qualify as described on the Specification Sheet incorporated herein by this reference and be designed to reduce my consumption of the energy distributed to me by SCE at the installation address above. I understand I must complete an application for each installation address. All uses herein of the words “install”, “installation”, or similar phrases shall mean complete installation such that the subject products are fully functional. I understand the rebate offer is limited to residential customers on a residential rate. The energy-efficient product(s) must be installed in a residential dwelling within SCE’s service area. The dwelling unit must be fully constructed and occupied. I understand the program term is January 1, 2004 through December 31, 2005 or sooner if allocated funds are depleted. New product ordered, purchased, and installations prior to January 1, 2004 or after December 31, 2005 do not qualify for a rebate. Resale products, products leased, rebuilt, rented, received from warranty insurance claims, exchanged, won as a prize, or new parts installed in existing products do not qualify. Funds are limited. Applications are accepted on a first-come, first-served basis. The program may be modified or terminated without prior notice. In the event that rebate amounts change for products offered during the program period, the order/purchase date will be used to determine product eligibility and the application postmark date will be used to determine rebate amount. I understand that this signed and dated Customer Application Form, completed Product Form incorporated herein by this reference, a copy of all appropriate Proof(s) of Purchase, and other required documentation as referenced in this Application Package must be sent to SCE’s Rebate Processing Center postmarked by December 31, 2005 to be considered eligible for payment of a rebate. A rebate check for qualifying product(s) is generally mailed 6 to 8 weeks after SCE receives and approves a completed application including all required documentation unless an application is selected for a verification, which may add additional time. An incomplete application cannot be processed. I will allow, if requested, SCE’s and/or California Public Utilities Commission (CPUC) representative reasonable access to my home 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 SCE. I understand that SCE 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. I have installed a qualifying product(s) and understand the energy-efficiency level of the qualifying product(s) (as defined in the Specification Sheet) determines the rebate amount. The rebate amount cannot exceed the purchase price. I understand that I cannot receive a rebate for the same product or equipment from more than one California investor-owned utility or third party energy efficiency program offering rebates, financing or other incentives funded with CPUC Public Goods Charge funds. SIGN HERE 7. I agree that the selection of qualifying product(s), selection of manufacturer, dealer, supplier and/or installer, and purchase, installation and ownership/maintenance of the qualifying product(s) referenced in this Application Package are my sole responsibility, and that my manufacturer, dealer, supplier or installer of these products and measures is not an agent or representative of SCE. I understand that SCE makes no representations regarding manufacturers, dealers, contractors, materials or workmanship. I ALSO UNDERSTAND THAT SCE MAKES NO WARRANTY WHETHER EXPRESS OR IMPLIED, INCLUDING WITHOUT LIMITATION THE IMPLIED WARRANTIES OF MERCHANTABILITY AND FITNESS FOR ANY PARTICULAR PURPOSE, USE, OR APPLICATION OF THE PRODUCTS OR MEASURES. I agree that SCE has no liability whatsoever concerning (1) the quality, safety and/or installation of the products or measures, including their fitness for any purpose, (2) the estimated energy savings of the products or measures, (3) the workmanship of any third parties, (4) the installation or use of the products or measures including, but not limited to, effects on indoor pollutants, or (5) any other matter with respect to the 2005 Home Energy Efficiency Rebate Program. I waive any and all claims against SCE, its parent companies directors, officers, employees, or agents, arising out of activities conducted by or on behalf of SCE in connection with my application for any rebate(s) under the 2005 Home Energy Efficiency Rebate Program. Without limiting the generality of the foregoing, none of such parties shall be liable hereunder for any type of damages, whether direct, or indirect, incidental, consequential, exemplary, reliance, punitive or special damages, including damages for loss of use, regardless of the form of action, whether in contract, indemnity, warranty, strict liability or tort, including negligence of any kind. 8. I am responsible for meeting all program requirements and complying with my state/county/city governments, property owner and/or homeowners association requirements (if any) in my area regarding local conditions, restrictions, codes, ordinances, rules, and regulations concerning this installation. 9. If a tenant, I am responsible for obtaining the property owner’s permission to install the measure for which I am applying for a rebate. My signature on this application indicates I have obtained this permission. 10. I understand that SCE is not responsible for items lost or destroyed in the mail/transit. 11. For the higher rebate levels, identified herein as available on a “limited time” basis, customers are eligible effective May 5, 2005. These higher rebate levels may be terminated at any time without prior notice. 12. SCE has expanded its “Point-of-Sale” method of program delivery with this Summer Initiative program. Customers will find that the rebates for qualifying pool pumps and motors, whole house fans, refrigerators, room air conditioners, and programmable thermostats are provided to them at the time of purchase by retailers who have elected to participate in the program. Such purchases are not eligible for a second rebate through the SCE rebate processing center. I HAVE READ AND UNDERSTAND THE ABOVE TERMS AND CONDITIONS. I CERTIFY THAT THE INFORMATION I HAVE PROVIDED IS TRUE AND CORRECT AND THE PRODUCT(S) AND/OR EQUIPMENT(S) FOR WHICH I AM REQUESTING A REBATE MEETS THE REQUIREMENTS IN THIS APPLICATION PACKAGE. X / Customer Signature Name (Please Print) / Date Funding is limited. Please call SCE at 1-800-736-4777 or visit www.sce.com to make sure rebate applications are still being accepted. Applications are accepted on a first-come, first-served basis. This program shall at all times be subject to change or termination without prior notice. This program is funded by California utility customers and administered by SCE, under the auspices of the California Public Utilities Commission. 2 2005 NEW! I N I T I AT I V E R E B AT E L E V E L S Home Energy Efficiency Rebate Program Home Improvement Product Form Read accompanying Specification Sheet before purchasing products. Provide the information requested for each product installed. Mail in this Product Form with your completed and signed Customer Application Form, copy of proof of purchase, and other required documentation. Please refer to the Proof of Purchase Requirement section. QUANTITY PURCHASED A HOME IMPROVEMENT A. EFFICIENT ELECTRIC STORAGE WATER HEATER Energy Factor of .93 or greater. Replace an existing electric water heater. B. WHOLE HOUSE FAN Must have existing central air conditioner or heat pump system. C. ______ unit(s) 1 only per household $150/unit Limited time Manufacturer Name:____________________ Model No.: ___________________________ Purchase Date: _________________________ Installed Date: _________________________ $_____________ ❏ Customer or ❏ Contractor $50/unit Manufacturer Name:____________________ Model No.: ___________________________ Purchase Date: _________________________ Installed Date: _________________________ $_____________ ______ unit(s) ❏ Customer or ❏ Contractor 1 only per household ❏ Customer or ❏ Contractor NEW! ENERGYSTAR® LABELED REFRIGERATOR Qualifying products available at www.sce.com. E. REBATE TOTAL AXB $30/unit Manufacturer Name:____________________ Model No.: ___________________________ Purchase Date: _________________________ Installed Date: _________________________ ENERGYSTAR® QUALIFIED Qualifying products available at www.energystar.gov. REBATE/UNIT B ❏ Customer or ❏ Contractor ROOM AIR CONDITIONER D. INSTALLED BY $50/unit Manufacturer Name:____________________ Model No.: ___________________________ Installed Date: _________________________ $ ___________ Products rebated by SCE at the point of purchase are not eligible for additional rebate. Products rebated by SCE at the point of purchase are not eligible for additional rebate. $_____________ Products rebated by SCE at the point of purchase are not eligible for additional rebate. PUMP AND HIGH EFFICIENCY SINGLE-SPEED MOTOR Rebate: $125 Provide all requested information below for either single or two-speed pump and motor. You must agree to the following requirements: New Pool Pump and Motor Pump Time-Of-Use Requirements ❏ I agree to reduce my daily pool pump run time by two hours. ❏ I agree to not run my pool pump from noon to 6 p.m. M–F. Manufacturer Name:____________________________________ Exemptions ❏ I currently pump four hours or less per day, therefore I am not required to reduce my daily pool filtration time. Purchase Date: _________________________________________ Products rebated by SCE at the point of purchase are not eligible for additional rebate. Horsepower Rating:_____________________________________ PUMP AND TWO-SPEED MOTOR WITH AUTOMATIC CONTROLLER Rebate: $300 For Two-Speed Pump and Motor Only Model No.:____________________________________________ Horsepower Rating:_____________________________________ Installed Date: _________________________________________ Old Pump and Motor Information Controller Make: _______________________________________ Model No.:____________________________________________ An on-site verification of the product(s) purchased and installed may be required before the rebate is paid. 3 REBATE TOTAL = $ ___________ 2005 High Efficiency Central Cooling and Heating Product Form NEW! I N I T I AT I V E R E B AT E L E V E L S Home Energy Efficiency Rebate Program Complete and mail in this Product Form with your completed and signed Customer Application Form, proof of purchase, and other required documentation. Please refer to the Proof of Purchase Requirements section. Read accompanying Specification Sheet before contracting with your C-20-licensed contractor. Ask your contractor to include the SEER, EER, and TXV information on the invoice. Before you complete the Product Form, check the following information. ❏ 1.) You must verify that your air conditioning unit meets product specification. Go to www.sce.com. Click on “Rebates & Savings, then Residential”, then on the product you are installing and look for the link to “Qualifying Models”. Your Condenser and Coil Model Numbers must be on your invoice. ❏ 2.) If the product you purchased is not found on the Web site, you must provide technical data indicating that your product meets SEER/EER requirements as applicable. Ask your contractor to include the SEER/EER/TXV information on the invoice. A. HIGH EFFICIENCY AIR CONDITIONERS AND HEAT PUMPS NEW! To be eligible for higher rebates, applications must be postmarked by Sept. 30. EQUIPMENT REQUIRED EFFICIENCY TIER I ENERGYSTAR ® Split System Package System Central Air Conditioning or Heat Pump ➔➔ ➔ Central Air Conditioning or Heat Pump ➔➔ ➔ SEER EER 13 12 11 10.5 SEER TIER 2 Central Air Conditioning or Heat Pump ➔➔ ➔ Central Air Conditioning or Heat Pump ➔➔ ➔ ARI* Reference # EER HSPF Heat Pump 14 12 8.5 13 11 8 Date Purchased: Date Installed: SEER DESERT AREA AIR CONDITIONING Optional Optional $300 Until Sept. 30 EER ARI* Reference # EQUIPMENT TXV REQUIRED REBATE PER UNIT QTY Required $625 Until Sept. 30 Required $625 Until Sept. 30 TXV REQUIRED $ ____________ ($425 after Sept. 30) REBATE PER UNIT QTY $700 Until Sept. 30 $ ____________ ($600 after Sept. 30) REQUIRED EFFICIENCY ENERGYSTAR QUALIFIED PROGRAMMABLE THERMOSTAT $ ____________ ($200 after Sept. 30) 14 12 Required Date Purchased: Date Installed: Central Air Conditioning Only (Climate Zone 15 Only)* B. 8 7.6 Date Purchased: Date Installed: ARI* Reference # Split System Package System REBATE REQUESTED TXV REBATE PER UNIT QTY Heat Pump REQUIRED HSPF REBATE AMOUNT REBATE CLAIMED ® Manufacturer Name: _________________________________________ Model No.: _________________________________________________ Date Purchased: ___________________________________ Date Installed:_____________________________________ C. ENERGY EFFICIENT DUCTED EVAPORATIVE COOLING SYSTEM Must be ENERGYSTAR® Qualified. List of qualifying products available at www.energy star.gov/products. Option 1 Single Stage Ducted Evaporative Cooling System (See Specifications) NEW! To be eligible for higher rebates, applications must be postmarked by Sept. 16. Applications postmarked after Sept. 16 will have rebates of $300, $400, $500, and $600 respectively. Option 1A Single Stage Ducted Evaporative Cooling System With NEW Pressure Relief Dampers Installed Option 2 Two Stage Ducted Evaporative Cooling System (See Specifications) Manufacturer Name: _________________________________________ Model No.: _________________________________________________ Option 2A Two Stage Ducted Evaporative Cooling System With NEW Pressure Relief Dampers Installed Date Purchased: _____________________________________________ Date Installed: _______________________________________________ An on-site verification of the product(s) purchased and installed may be required before the rebate is paid. $_____________ $10/unit Products rebated by SCE at the point of purchase are not eligible for additional rebate. $400/unit Until Sept. 16 ($300 after Sept. 16) $500/unit $_____________ Until Sept. 16 ($400 after Sept. 16) $600/unit Until Sept. 16 ($500 after Sept. 16) $700/unit $_____________ Until Sept. 16 ($600 after Sept. 16) REBATE TOTAL = $_____________ *Climate Zone15 consists of the following ZIP codes: 92210, 92211, 92220, 92225, 92226, 92230, 92234, 92239, 92240, 92241, 92255, 92258, 92260, 92261, 92262, 92263, 92264, 92266, 92267, 92270, 92272, 92280, 92282, 92304, 92319, 92363. 4 2005 NEW! I N I T I AT I V E R E B AT E L E V E L S Home Energy Efficiency Rebate Program Home Improvement Specification Sheet All equipment/materials must be new. Follow manufacturer installation requirements. Equipment/Materials must meet or exceed all applicable local, state and federal standards. D. POOL PUMP AND MOTOR REPLACEMENT — IN-GROUND POOLS ONLY A. EFFICIENT ELECTRIC STORAGE WATER HEATER Efficient electric storage water heaters must have an Energy Factor (EF) of 0.93 or greater. Look for the EF rating on the water heater specification sheet or on the packaging box; it does not always appear on the water heater label itself. This rebate is limited to electric storage water heaters that are 30 gallons or greater. Tankless water heaters do not qualify. Replacing a gas water heater with an electric unit does not qualify. (Spas and Booster Pumps do not qualify) Option 1: High Efficiency Single-Speed Pool Pump and Motor Replace existing single-speed pump and motor with a qualifying high efficiency single-speed pump and motor. For single speed swimming pool pump and motor systems greater than 1 hp, a minimum of 1/2 hp reduction is required from the old pump and motor to the new pump and motor. For pumps 1 hp or less, a minimum of 1/4 hp reduction is required and pumps equal to or less than 3/4 hp have no size reduction. You must agree to the two time-of-use requirements on the product form. List of qualifying products is available at www.sce.com or call SCE at 1-800-736-4777. B. WHOLE HOUSE FAN A whole house fan must move 1000 cubic feet of air per minute (CFM) or more and be permanently installed (connected to the framing) to be eligible for rebate. Consult manufacturer’s specifications to determine the proper size fan prior to purchase. Whole House Fans are usually installed in your home by attaching the fan to the ceiling joists in the hall. The fan exhausts air from the living space into the attic, so it is important to make sure there is adequate attic ventilation to allow the air to easily escape. Existing central air conditioner or heat pump required. Note: Horsepower is equal to nameplate horsepower times service factor. Option 2: Two-Speed Pool Pump and Motor Replace existing single-speed pump and motor with a two-speed pump and motor of equal size or lower horsepower. In addition, an automatic control system, capable of controlling both high and low speeds must be installed. Manual systems are not eligible. It is recommended that louvers between the living space and the attic create a tight air seal. An insulated louver cover should also be purchased for use in the winter. List of qualifying single and two speed products is available at www.sce.com or call SCE at 1-800-736-4777. List of qualifying products is available at www.sce.com or call SCE at 1-800-736-4777. C. The replacement of a motor only is not eligible for rebate. ENERGYSTAR® QUALIFIED ROOM AIR CONDITIONERS E. List of qualifying products is available at www.energystar.gov/products or call SCE at 1-800-736-4777. ENERGYSTAR® LABELED REFRIGERATOR List of qualifying products is available at www.sce.com. Go to “Rebates & Savings, then Residential”, then “ENERGYSTAR® Labeled Refrigerator Rebate”, then “List of Qualifying Models”. 5 2005 NEW! I N I T I AT I V E R E B AT E L E V E L S Home Energy Efficiency Rebate Program Central Cooling and Heating Specification Sheet Check with your local jurisdiction to determine applicable codes or regulations. Use a C-20 licensed contractor for your installation. The contractor's license number and company name must appear on the Home Improvement Contract (HIC) or contractor invoice that you submit as your proof-of-purchase. Equipment/Materials must be new and shall meet or exceed all applicable local, state and federal standards. Please confirm that the products and equipment you are purchasing are qualified by carefully reading the specifications below. Only Desert Area is eligible for $700 rebate on Tier II qualifying central air conditioning system. “Desert Area” is defined as Climate Zone 15. Your zip code and/or your city determine your eligibility. A. ENERGY EFFICIENT CENTRAL AIR CONDITIONER AND HEAT PUMP Make sure to obtain the ARI Reference number for the equipment installed by your contractor and enter it where indicated on the Rebate Form. Ask your contractor to put the ARI reference number on his invoice. To qualify for a rebate, all central air conditioners must be listed by the Air-Conditioning and Refrigeration Institute (ARI). Prior to installation, all products must be ENERGYSTAR® qualified. That is, the product(s) and installation must comply fully with all ENERGYSTAR® specifications, irrespective of ENERGYSTAR® product labeling. Both the condenser and the evaporative coil must be new and replaced at the time of installation. Both the Seasonal Energy Efficiency Ratio (SEER) and Energy Efficiency Ratio (EER) must meet the specifications for the appropriate tier level (see the table on the right column). Tier II units must be equipped with a Thermostatic Expansion Valve (TXV). The TXV can either be installed at the factory or in the field. There are two types of air conditioners — split system and package unit. The condenser and coil are separate in a split system air conditioner, and for rebate purposes, are considered one unit. The package unit has the condenser and evaporative coil in one unit. If you have a central natural gas furnace, there may be an opportunity to increase the efficiency of your split system air conditioner by replacing your furnace in conjunction with the installation of your air conditioning system. If you choose to replace a central natural gas furnace, the full model number must be included on the rebate form in order for your rebate request to be processed correctly and for you to receive full payment. SEER and EER can generally be found on the specification sheet provided by the manufacturer. Condenser and Coil Model Numbers must be on your invoice. Cities that are eligible are: Indian Wells, Palm Springs, North Palm Springs, Palm Desert, Banning, Blythe, Desert Center, Desert Hot Springs, Palo Verde, Parker Dam, Rancho Mirage, Vidal, Havasu Lake, White Water, Amboy, Cadiz, Cabazon, Cathedral City. If you plan to purchase an energy efficient central air conditioner or heat pump, make sure your licensed contractor installs qualifying products. Here’s how: 1. Choose from the list of qualifying products. A list of qualifying products is available at www.sce.com. Click on “Rebates & Savings, then Residential”, then on the product you are installing. OR 2. If you choose to purchase a qualifying product that is not on the list, make sure your licensed contractor: a. Provides you a manufacturer’s “cut sheet” or specifications with the following information: • • • • • ARI Reference Number Manufacturer Model Number(s) EER SEER TXV Installed or Not OR b. Indicates the SEER and EER ratings on your Home Improvement Contract and/or invoice as well as indicating if a TXV was installed. This documentation must be included with your rebate application, so make sure to get it from your licensed contractor before you sign a Home Improvement Contract! 6 B. b. a thermostat specifically designed for evaporative coolers which automatically controls the unit operation based on the indoor temperature, controls fan speed, and pump operation. The automatic thermostat must be mounted remotely from the cooler. If new pressure relief dampers are installed, they must be indicated on your proof of purchase. ENERGYSTAR® QUALIFIED PROGRAMMABLE THERMOSTAT ENERGYSTAR® thermostats must be installed with qualifying central air conditioner or heat pump listed on this application. ENERGYSTAR® qualified thermostats available through other SCE incentive offerings, instant discount or other SCE discount are not eligible for rebate on this application. A list of qualifying energy-efficient evaporative coolers is available at www.sce.com or for other helpful information call SCE at 1-800-736-4777. List of qualifying products is available at www.energy star.gov/products. C. ENERGY EFFICIENT DUCTED EVAPORATIVE COOLING SYSTEM Rebates will not be paid for pre-existing pressure relief damper(s). SINGLE STAGE AND TWO STAGE This rebate does not apply to portable or windowmounted evaporative coolers. This replacement central cooler must: 1. be permanently installed, move at least 2,500 cubic feet of air per minute (CFM) at 0.1 static pressure; 2. come from the manufacturer with cellular, rigid media or equivalent media, certified by the manufacturer to achieve an evaporative effectiveness of: a. .85 or better for the single stage ducted evaporative cooling system, OR b. .95 or better overall system efficiency for the two stage ducted evaporative cooling system. 3. have at least two (2) fan speeds and operate with the media wet or dry; 4. have UL recognized electrical components; 5. come with a water quality management system that provides positive removal of sump water on a regular interval (a bleed system is not allowed); 6. have a single duct or multi ducted distribution system. 7. have either: a. a multi-function manual control switch which offers high and low fan speed, pump on or off and the unit control of on or off. When a multifunction manual control switch is used, pressure relief dampers are not required. OR 7 2005 NEW! I N I T I AT I V E R E B AT E L E V E L S Home Energy Efficiency Rebate Program Proof of Purchase Requirements While you may install some of the products yourself, some require hiring a licensed contractor to complete installation. The Proof of Purchase and other documentation required to process your rebate application may differ depending on who completes the installation. WHEN YOU HIRE A CONTRACTOR OR WHEN YOU DO IT YOURSELF When a qualifying product is installed by the customer, a paid invoice/receipt may be used as Proof of Purchase. You may have to ask your retailer for additional product information depending on the product being installed. The paid invoice/receipt must include at least the following information: When using a contractor the following may be used as Proof of Purchase — Home Improvement Contract (HIC) and/or paid invoice/receipts. Proof of Purchase must include at least the following information: 1. contractor’s name, business address and phone; 1. home improvement retailer/store name, business address and phone 2. itemized listing of each product including such things as: a. manufacturer make and model numbers 2. what was purchased and when purchased b. Energy Factor (EF) for electric water heater 3. price per product 3. price per product, payment terms or “paid in full” notation and the date paid Reminder: All products must be purchased and installed on or after January 1, 2004 and before December 31, 2005. Additionally, all products must be installed prior to submitting your completed and signed Customer Application Form, completed Product Form(s) and Proof of Purchase. For additional product information, check the Specification Sheet in your Application Package. 4. product installation date and address You may wish to confirm your contractor’s license status at the Contractors State License Board (CSLB) by calling 1-800-321-CSLB. You may also confirm your contractor’s license status at the CSLB Web site at www.cslb.ca.gov: a. Click on “License Status Check” b. Type in the six-digit license number for verification Please be aware these purchase and install periods, whether contractor installed or customer installed, will end earlier if funds are depleted. c. Confirm the active status of license under the License Status heading d. Confirm the contractor holds the appropriate license under the Class heading selected A Home Improvement Contract (HIC) must be used if the materials and labor total for the product(s) and installation is $500 or more per the CSLB requirements. It is recommended that you request a HIC from your contractor even if the contractor installation was less than $500. Your HIC must be signed and dated by both your licensed contractor and yourself. For more information about Home Improvement Contracts go to: www.cslb.ca.gov/contractors/hicontracts.html. If submitting a HIC as Proof of Purchase for the 2005 Home Energy Efficiency Rebate Program, the date you signed the HIC and the date the product is purchased and installed must be between January 1, 2004 and December 31, 2005. If both the signatures are not dated, the date that the HIC was written will be the default date for determining eligibility for rebate. Read the Specification Sheet included with each Product Form to make sure you meet all requirements. 8
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