Business Savings Program Project Application

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Business Savings Aggregators should complete this form and supply supporting documentation for a project to be accepted into the Program and before beginning any work. Red asterisks (*) denote required information.
 

Please refer to the CleanPowerSF Business Program Handbook for the detailed project application and completion process.  The Business Savings Program Team will review project applications in the order received. Incentive funds will be reserved based upon application approval date, subject to available program funds.

 

Contact the CleanPowerSF Business Savings Program Team for assistance with compiling the Application and Supporting Documentation by email at SaveEnergy@sfwater.org.


Aggregator Information







Project Site Information
















Required Supporting Documentation (Energy Savings Calculations, Manufacturers Specifications, Estimated Project Costs, Narratives, Drawings)
Energy Efficiency Measures










Supporting Documentation
Attach Supporting Documentation as per the CleanPowerSF Business Program Handbook (page 14) At minimum, each project must be supported by:

 

  1. Notification of Eligibility
  2. Table of Energy Efficiency Measures (EEMs) and Scope of Work
  3. Live Savings Calculations (or eTRM references)
  4. Proposed Equipment Performance Specifications
  5. Digital Photos of Existing Equipment
  6. Description of Electric Vehicle Charging stations including associated metering, if present

 

Upload Supporting Documentation to the Aggregator Portal that was shared in the Aggregator Acceptance Letter. Please feel free to reach out to SaveEnergy@sfwater.org for assistance.   The City and County of San Francisco (hereinafter “City”), acting by and through its Public Utilities Commission, CleanPowerSF, a not-for profit program of the San Francisco Public Utility Commission, which is a department of the City and County of San Francisco (hereinafter “CleanPowerSF”) will review the Supporting Documentation and determine the Estimated Incentive Amount.  Once the review is completed, CleanPowerSF will send an Incentive Reservation Letter to the Aggregator.

Additional Requirements for Each Project 

1.   Only the Participating Aggregator who has submitted a Participating Aggregator Agreement that has been accepted by the Business Savings Program (Program) may submit applications Program.  Applications must have the supporting documentation listed in the Program Handbook uploaded before the application is reviewed.  Incomplete applications submissions will be rejected by the Program.


2.    Aggregator understands that Program Incentives are performance based on electricity savings as outlined in the Program Handbook and Program M&V Plan, as determined by CleanPowerSF in its sole discretion.  CleanPowerSF is a not-for-profit program of the San Francisco Public Utilities Commission (SFPUC), which is a department of the City and County of San Francisco (collectively referred to as “CleanPowerSF”).


3.    Prior to installation and/or implementation of measures, Aggregator must receive an Incentive Reservation Letter indicating project approval. Aggregator understands that submission of an application package does not guarantee Program participation, nor is it a guarantee of funding availability.


4.    Funding for this Program is limited and subject to the budgeting and fiscal provisions of the City’s Charter.  CleanPowerSF reserves the right to modify or discontinue this Program and/or this Agreement without prior notice and at its sole discretion. Upon Program termination, CleanPowerSF will not be liable for any losses, costs, or damages of any kind. 


5.    Funding is available on a first-come-first served basis for qualified applicants and is subject to the availability of funds.  Incentives will be reserved only upon the City’s approval and issuance of the Incentive Reservation Letter.  Payment of Incentives will be made only after all Program requirements are met and upon Project verification by the City as set forth in the Program Handbook.  The City reserves the right to modify or cancel the Incentive Payment if the actual measures installed differ from the design of measures contained in this Application, the Project fails the City inspection and verification, or for any other failure to comply with the Program Handbook.


6.   These Terms and Conditions apply from the Date of Application Submission until the fifth annual anniversary of the date on which the City issues the final Incentive Payment to the Aggregator. 



7.    Aggregator agrees to:

      A. Undertake, in good faith and with due diligence, the construction of the Project, consistent            with Participating Aggregator Agreement and the Program Handbook.  Aggregator understands        that s/he, and any third parties involved with the Project, are not performing any work for, on              behalf of, or at the direction of, the City, and are not authorized to make any representations on        behalf of the City.  

       B. Meet all program requirements and conduct all work in compliance with applicable federal,           state, and local government laws, codes, ordinances, and regulations, as well as property                   owner and/or homeowner’s association conditions, restrictions, and rules. 

       C. Obtain and maintain, at their own expense, all licenses and permits required by any federal,           state, local, or other governing agency for performing work on the Project and for operation of           the Project. Aggregator shall provide copies of all Project permits to CleanPowerSF upon                   request.

       D. Provide written notification to the City of any material change in the nature or scope of the             Project.  Aggregator understands and acknowledges any such change may result in                             disqualification of the Project for the Program. 

       E. Cooperate in good faith with any evaluation or verification activities required by the City.                 Aggregator shall work in good faith to provide City and its representatives and agents,                         reasonable access to Participant’s Project Site to verify pre- and post-installation and operating         conditions. 

       F. Prior to the payment of any Incentive, provide the City with all documentation reasonably               necessary for verification of installation and performance of the Project as outlined in the                   Program Handbook, including but not limited to, manufacturer’s specification sheets, and                   vendor and construction invoices.

      G. Accept as final authority, the City’s determination of the Program Incentive amount. 

      H. Provide the City the right to claim and report benefits, credits, allowances, or any other value        resulting from the energy savings and avoided emissions associated with the Project for the              purpose of compliance with any local, state, federal, or international program governing                      environmental attributes (“Benefits”), for the lesser of five years or the rated life of the                        equipment.

 

10. Incentives may be taxable and will be reported by the City to the IRS unless Aggregator qualifies under an exempt status. Utility will report the incentive as income to Aggregator on IRS Form 1099 unless Aggregator has indicated that it qualifies for an exempt tax status as indicated on the Application.

 

11. Aggregator shall indemnify, protect, and hold harmless the City and County of San Francisco, San Francisco Environment, SFPUC, and CleanPowerSF, and its, officers, employees, and agents from and against any and all claims, demands, losses, damages, costs, expenses, and liability (legal, contractual, or otherwise) arising from or in any way connected with any: (i) injury to or death of a person, including employees of City or Participant; (ii) loss of or damage to property; (iii) violation of local, state, or federal common law, statute, regulation, CleanPowerSF Terms and Conditions, or Program Handbook; (iv) strict liability imposed by any law or regulation; (v) infringement of patent rights, copyright, trade secret or any other proprietary right or trademark, and all other intellectual property claims; so long as such injury, violation, loss, or strict liability (as set forth in subsections (i) – (v) above) arises directly or indirectly from Aggregator’s performance, regardless of the negligence of, and regardless of whether liability without fault is imposed or sought to be imposed on City. Aggregator shall, at the City’s request, provide a defense against any claim covered by this indemnity.

 

12. CleanPowerSF’s obligations under these Terms and Conditions shall be limited to the Incentive Payment.  In no event shall CleanPowerSF be liable, regardless of whether any claim is based on contract or tort, for any special, consequential, indirect or incidental damages arising out of or in connection with this Project. 

13. THE CITY MAKES NO REPRESENTATION OR WARRANTY, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO ANY WARRANTIES RELATED TO THE CONSTRUCTION, EQUIPMENT, OR INSTALLATIONS REFERRED TO HEREIN; THE BENEFITS TO BE DERIVED FROM INSTALLATION, OPERATION, AND USE OF SUCH EQUIPMENT, OR; ANY WARRANTY OF MERCHANTABILITY OR FITNESS FOR ANY PARTICULAR PURPOSE OR APPLICATION, AND SPECIFICALLY DISCLAIMS ANY SUCH WARRANTY, EXPRESS OR IMPLIED.  CLEANPOWERSF’S AND/OR ITS AGENTS’  REVIEW’ REVIEW OF THE DESIGN, CONSTRUCTION, OR OPERATION OF THE PROJECT OR ANY ENERGY EFFICIENCY MEASURES ("EEMs") COVERED UNDER THIS AGREEMENT SHALL NOT CONSTITUTE ANY REPRESENTATION AS TO THE ECONOMIC OR TECHNICAL FEASIBILITY, SAFETY, OPERATIONAL CAPABILITY, OR RELIABILITY OF THE PROJECT OR EEMs, NOR SHALL AGGREGATOR, IN ANY WAY, MAKE SUCH A REPRESENTATION TO A THIRD PARTY. AGGREGATOR IS SOLELY RESPONSIBLE FOR THE DESIGN, INSTALLATION, ECONOMIC AND TECHNICAL FEASIBILITY, PERMITTING, CONSTRUCTION, OPERATIONAL CAPABILITY AND RELIABILITY OF THE PROJECT AND EEMs.   



14. The selection of any contractor, engineering firm, vendor, installer, manufacturer, dealer, purchase of materials, work performed, and payment thereof is the sole responsibility of the Aggregator. The Aggregator waives any claims against CleanPowerSF arising out of the installation and/or use of the Project. CleanPowerSF does not endorse, recommend, or guarantee the services, work, materials, products, workmanship, or financial stability of any contractor, engineering firm, vendor, auditor, installer, manufacturer, dealer, or any other party. CleanPowerSF will have no obligation to resolve any disputes between the Aggregator, Participant, contractor, engineering firm, vendor, installer, manufacturer, and/or any other third parties.

 

15. Except as otherwise specified in the Program Handbook, Aggregator represents and warrants that Participant has not applied, and will not apply, for or receive electric savings incentives offered by any other local or state authority or utility for measures receiving incentives for work performed for this Project.

 

16. Aggregator acknowledges CleanPowerSF will review the Application and Supporting Documentation for completeness, accuracy and compliance with Program rules and guidelines as described in the Program Handbook.

 

17.  Aggregator acknowledges Projects must be Complete with the Project Completion Package submitted to the CleanPowerSF within one hundred and twenty (120 days) from the Date of the Incentive Reservation Letter or thirty (30) days from the completion of the Project, whichever is sooner. If Aggregator fails to meet the project schedule, or deviates from the Project submitted with this Application, the Estimated Incentive Amount may be reduced or canceled.  This Incentive Agreement will have no force or effect until CleanPowerSF approves the Application and issues an Incentive Reservation Letter.

 

18.  Aggregator acknowledges that CleanPowerSF is subject to the California Public Records Act and the San Francisco Sunshine Ordinance, and all information submitted to CleanPowerSF may be subject to disclosure in accordance with applicable law or court order. The Aggregator certifies that (i) it has signed the Participating Aggregator Agreement (ii)it has read and understood these Terms and Conditions and the Program Handbook, (iii) it and the Project meet all of the Program eligibility requirements, (iv) the information provided by the Aggregator and its representatives to the CleanPowerSF in connection with the Program, including the description of the Project set forth in the Application Documents, is true and correct and acknowledge that information found to be false or misleading is grounds to void the Participating Aggregator Agreement and reject or cancel the Incentive reservation, and (v) the undersigned is duly authorized to execute this Agreement.

 

 19. By using this form and signing electronically above, I agree and understand that my signature indicates my express consent and authorization of this transaction to be conducted by electronic means, and I affirm that the undersigned is duly authorized to execute this Agreement.


20. By using this form and signing electronically above, I agree and understand that this electronic signature is the legal equivalent of my manual/handwritten signature.