PARTICIPATION REQUIREMENTS NEED HELP? CALL 800.762.7077
INFORMATION AND REQUIREMENTS Before you start your project, please make sure you are familiar with participation requirements, program information, and Terms and Conditions.
General Terms and Conditions Review the Focus on Energy Terms and Conditions at focusonenergy.com/terms or call 800.762.7077 to request a copy. Rebate and Incentive Limits Rebates and incentives are limited to $300,000 per project and $400,000 per customer per calendar year for all Focus on Energy rebates and incentives (standard and custom). Depending on your business tax classification, you may receive IRS form 1099 for rebates and incentives received in a calendar year. Reminder: Rebates and incentives are capped at 100% of equipment cost unless otherwise noted. Equipment cost is the amount paid by the customer for qualifying equipment, excluding any Focus on Energy credit, shipping, and sales tax. Like-for-like equipment replacement due to recall, warranty replacement, etc. is not eligible for a rebate or an incentive. 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 a rebate or 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 rebates and incentives at the Trade Ally’s request. Rebates and incentives can only be paid directly to a registered Trade Ally who has a W-9 on file with Focus on Energy. Visit focusonenergy.com/tradeally for information on how to become a registered Trade Ally.
The Federal Employer Identification Number (FEIN) and Business Classification of the Trade Ally is required IF 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 on the Customer’s invoice. 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 rebate or incentive is being paid to you the customer, enter the information of the Trade Ally who installed your equipment in Section 4: Trade Ally Information. If the equipment was self-installed, enter the information of the Trade Ally from whom you purchased the equipment. Assignment of Incentives to Other Payee The Customer for the project site listed on the application may assign their right to participate and receive rebates and incentives to Other Payee. The Customer must sign Section 9 and identify the Other Payee in Section 5. Eligible Project Costs Eligible project costs generally include all purchased or contracted equipment, materials, and labor required for installation and startup of the proposed energy efficiency project. Costs associated with a customer’s use of their internal labor, or previously owned equipment or materials obtained from a customer’s inventory, are not eligible.
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