Homeowner and Participating Contractor Guidelines

Homeowner and Participating Contractor Guidelines

Contents 1 Background... 2 1.1 Program Funding... 2 1.2 Program Benefits... 2 1.2.1 Homeowner Benefits... 2 1.2.2 Community Benefits... 3 1.3 Available Incentive Types... 3 1.4 Participation Steps... 4 2 General Provisions and Requirements:... 4 2.1 Eligibility... 4 2.1.1 Income Limitations:... 5 2.2 Maximum Award... 6 2.3 Program Requirements... 6 2.3.1 Permits and Regulations... 6 2.3.2 Participating Contractors:... 7 2.3.3 Comprehensive Home Energy Audit... 8 2.3.4 Rebate Category Specifications... 8 2.4 Application Requirements and Evaluation... 8 2.5 Timing and Fund Availability... 9 2.6 Rebate Payment... 9 2.6.1 Method of Payment... 9 2.6.2 Payment Timing... 9 3 Safety and Responsibility... 10 4 Participating Contractors... 10 4.1 Homeowner Selection of Contractors... 10 4.2 Contractor Participation... 11 4.2.1 Application... 11 4.2.2 Responsibilities and Accountability... 11 5 Rebate Category Specifications and Required Documentation... 12 5.1 Solar Water Heater... 12 5.2 Gas Tankless Water Heater... 13 5.3 Lighting Renovation... 14 5.4 ENERG STAR Ceiling Fan... 15 5.5 ENERG STAR Appliances... 16 5.6 Comprehensive Home Energy Audit... 18 5.7 ENERG STAR Windows and Doors... 20 5.8 Attic/roof/floor insulation... 21 5.9 Radiant Roof Barrier... 22 5.10 Solar Attic Fan... 23 5.11 Duct Repair/Sealing... 24 5.12 HVAC- High Efficiency Central Air Conditioner... 25 5.13 HVAC- High Efficiency Heat Pump... 26 6 Contact Information... 27

1 Background 1.1 Program Funding The Get Energy Smart Retrofit Program is the result of collaboration between Sarasota County and the Cities of North Port, Venice and Sarasota in their applications to the U.S. Department of Energy s Energy Efficiency and Conservation Block Grant program. These jurisdictions were allocated funds according to their population size from the American Recovery and Reinvestment Act (ARRA) of 2009 and decided to collaborate on the community portion of the Program to maximize the impact on energy savings, and jobs as well as to reduce administrative costs. Each participating jurisdiction has allocated a certain amount of Program funding available for their citizens. Once that amount has been expended, homeowners in that jurisdiction will no longer be eligible to participate in the Program. The total funds available for the community energy incentives are listed below: Jurisdiction Amount Allocated Sarasota County $1,511,251 (Unincorporated Area) City of North Port $298,815 City of Sarasota $100,000 City of Venice $225,000 1.2 Program Benefits 1.2.1 Homeowner Benefits The Get Energy Smart Retrofit Program was designed to help eligible homeowners in our community reduce the initial cost of implementing energy conservation measures in their homes to reduce utility bills. The Program aims to increase the energy efficiency of existing homes in Sarasota County through incentives and information on home energy retrofit strategies. Save Money: With rising energy costs, conserving energy makes more sense than ever. By reducing the energy required to operate your home, you will save money on your monthly utility bill. Reduce our Carbon and Energy Footprint: Energy use for the average Sarasota County household adds 10.6 tons of Carbon dioxide equivalents into the atmosphere per year. That is equal to the emissions created by burning over 22 barrels of oil. By reducing the use of energy in our homes, we can reduce our reliance on imported sources of energy and protect our environment from the impacts of traditional energy sources. 2

Take Advantage of Financial Incentives: In addition to the savings that you will receive in your monthly utility bill, additional federal, state, and electric utility financial incentives for home energy improvements are also available. The Get Energy Smart Retrofit Program aims to maximize the dollars available by providing rebates and loans for residential energy improvements that may also be the subject of other incentive programs. 1.2.2 Community Benefits The American Recovery and Reinvestment Act (ARRA) of 2009 economic stimulus was intended to create jobs, promote investment, consumer spending, and economic recovery. At the community level, this ARRA funded Program will help create or retain jobs and create business opportunities in the sectors of residential building and renovation as well as energy-related specialties such as energy audits and solar water heating. It will also reduce the collective energy and carbon footprint of our residential sector, the largest contributor to local greenhouse gas emissions within our built environment. This Program is an important step to help move our community to a more sustainable and resilient economy and energy infrastructure, with benefits in terms of cost savings, energy independence, reduced air pollution and greenhouse gas emissions. 1.3 Available Incentive Types The Get Energy Smart Retrofit Program can help you in making your home more energy efficient. Program participants may be eligible for the following incentives: Free home Do It ourself Energy Saving Kit that includes ENERG STAR compact fluorescent light bulbs, WaterSense faucet aerators, smart power strips that reduce the standby energy use of electronics, and other items. These kits are valued at up to $150 depending upon what is needed in your home as indicated in your application A rebate of up to $500 for a comprehensive home energy audit A series of rebates totaling up to $3,000 for eligible home energy improvements. A summary of the available energy improvement categories, restrictions and maximum amounts is included in Attachment A. The full details and specifications for each energy improvement category are included in Section 5 below. A loan of up to $5,000 for eligible home energy improvements (Income and location limitations apply; separate Program Guidelines are available on the program website or upon request) 3

1.4 Participation Steps To participate in the Get Energy Smart Retrofit Program, a homeowner would simply follow these three steps: 1. Submit the application: Complete the application and the Florida Power & Light Home Energy Survey and submit for review. ou can choose to do either the Do It ourself Energy Saving Kit component alone or to access the Rebates or Loans as well, according to the steps below. 2. Complete Audit and/or Retrofits: Once approved, follow the steps below according to which program component(s) you chose: a. Do It ourself: Come pick up the free Energy Saving Kit determined appropriate for your home and install them yourself according to directions included. b. Loan: Submit loan pre-application and, upon approval, continue with steps below c. Rebates: i. Complete Audit: For those energy improvement rebate categories that require an audit (see Section 2.3.3), contact a Participating Contractor that is a certified Florida Energy Rater to conduct a comprehensive home energy audit. To receive the rebate on the audit, you must implement at least one other energy improvement rebate category. For those energy improvement rebate categories that do not require an audit, homeowners can simply follow the steps below. ii. Complete Retrofits: Contact Participating Contractors, as listed on the program website, to get quotes and complete the work you have chosen to implement in your home according to Program Guidelines. 3. Get Rebate: Submit proof of completed work for rebate(s) on energy audit and eligible energy improvements. Once rebate request is approved, you will receive a rebate check in the mail. 2 General Provisions and Requirements: 2.1 Eligibility To participate in the Get Energy Smart Retrofit Program, your home must meet the following eligibility criteria: Owner Occupied: The applicant must live in the home and have a homestead exemption for that property Jurisdiction: The home must be located in one of the following jurisdictions (subject to funding limitations): 4

o Unincorporated Sarasota County o City of Sarasota o City of North Port o City of Venice Maximum Award: The applicant must not have exceeded the maximum award amount for the Get Energy Smart Retrofit Program as described below Home Type: Single Family Detached Homes are eligible for all rebate categories. Multifamily and manufactured homes are eligible for all rebate categories except the following: o Solar Water Heater o Gas Tankless Water Heater o Insulation o Radiant Roof Barrier o Solar Attic Fans 2.1.1 Income Limitations: If the applicant s total annual household income falls below the maximum amounts indicated below, they may be eligible for the Florida Department of Community Affairs Weatherization Assistance Program (WAP). The WAP is available to Sarasota County homeowners through the Manatee Community Action Agency. Services available to eligible homeowners include a free home energy audit and free residential Energy Conservation Measures. If eligible, click here for Weatherization application and contact information. Those eligible under the WAP income limits are not eligible for overlapping portions of the Get Energy Smart Retrofit Program, unless the WAP funds are no longer available. Following completed work within the WAP, eligible homeowners may apply for rebates and loans on energy improvements that were not covered by the WAP. 2009-2010 Weatherization Assistance Program Household Income Guidelines Number of People in Household Maximum Annual Household Income 1 $21,660 2 $29,140 3 $36,620 4 $44,100 5 $51,580 6 $59,060 For each additional member of the household add $7,480 5

The loan component of the Get Energy Smart Retrofit Program is reserved for low income residents and is only available to residents in City of North Port and Unincorporated Sarasota County. To qualify under the Loan Program income limitation, residents must make less than 140% of Area Median Income. If eligible for the Weatherization Assistance Program, residents can participate in the rebate and loan components of the Get Energy Smart Retrofit Program upon completion of WAP improvements. The eligible income amounts for the Get Energy Smart Retrofit Loan Program are listed below. Program Guidelines specific to the Get Energy Smart Retrofit Loan Program are available on the program website or upon request. Get Energy Smart Retrofit Loan Program Household Income Guidelines Number of People in Maximum Income Level Household 1 $61,040 2 $69,720 3 $78,540 4 $87,220 5 $94,220 6 $101,220 2.2 Maximum Award The maximum total rebate amounts per home are: $3,000 for home energy improvements; plus $500 for a comprehensive home energy audit 2.3 Program Requirements All energy improvements must meet the following requirements: 2.3.1 Permits, Regulations, Historical Preservation and Waste Disposal Must have all necessary permits prior to installation and pass regulatory inspection following completion. Must comply with all applicable codes, regulations, and Program requirements. Properties over fifty years of age must meet historical preservation guidelines and may be subject to restrictions on which energy improvement categories are eligible as well as how those improvements are implemented. Following identification through the application process, properties that are currently listed in the National or Local Register of Historic Places and those homes that are 50 years old or older and potentially eligible for listing in the National Register of Historic Places may be subject to additional review depending on which energy improvements are selected. The residential energy 6

improvements that are subject to this required review are HVAC: Central AC/Heat Pump, Windows & Doors, and Solar Attic Fan. In addition, proper disposal of waste generated as a result of this Program is required. In order to be eligible for a rebate, proof of recycling of replaced appliances is required. All hazardous building components and hazardous waste that are generated as a result of this project shall be removed, managed and disposed of according to federal, state and local regulations. Hazardous waste generated from personal, non-commercial use shall be disposed of at one of Sarasota County s three Chemical Collection Centers. Hazardous waste generated by a Participating Contractor in work that is supported by this program must be disposed of in accordance with applicable laws related to commercial disposal of Hazardous Waste. Homeowners will be required to provide proof of proper disposal of any Hazardous Waste when submitting the Rebate Request Form after completion of the work. If homeowners dispose of the waste personally, they shall provide county issued documentation for disposal of the hazardous building components including hazardous waste as a part of the Rebate Request Form as confirmation of proper disposal. If the Participating Contractor disposes of the waste following their completion of work, proof of proper disposal shall be in the form of a hazardous waste manifest, bill of laden or other approved disposal documents. If taking advantage of the appliance rebate, proof of proper recycling of the old appliance will also be required upon submittal of the Rebate Request Form. Construction and Demolition Debris is encouraged to be recycled. Information for county residents on service providers and acceptable materials is included in the county s Commercial Solid Waste Guide. If disposing of Construction and Demolition Debris in your residential waste for weekly collection, Construction materials are limited to four 32-gallon containers per week. 2.3.2 Participating Contractors: Eligible energy improvements must be installed by a Participating Contractor, except for the following rebate categories, which may be installed independently by the homeowner: ENERG STAR Appliances ENERG STAR Ceiling Fan Lighting Renovation: Homeowner may complete simple lighting renovations unless such electrical work requires a permit, in which case the lighting renovation must be completed by a Participating Contractor. 7

Insulation: Batt or roll blankets may be installed by the homeowner; blown in loose fill and spray foam insulation must be installed by a Participating Contractor If the homeowner chooses to use a contractor in the installation of the items above, however, they must be a Participating Contractor. 2.3.3 Comprehensive Home Energy Audit A comprehensive home energy audit by a Participating Contractor that is a Certified Residential Energy Rater is required prior to initiation of work on all eligible rebate categories except the following: Solar Water Heater Gas Tankless Water Heater Lighting Renovation ENERG STAR Ceiling Fans ENERG STAR Appliances The homeowner is only eligible for a rebate on the cost of the audit after at least one other eligible energy improvement is completed and submitted as part of the rebate request. The chosen energy improvements must be recommended on the audit report to be eligible for a rebate. 2.3.4 Rebate Category Specifications In addition to the Program requirements above, all rebates must meet the individual energy improvement rebate category specifications as outlined in Section 5 below. 2.4 Application Requirements and Evaluation To participate in the Program, an application must be submitted. The Program application can be completed and submitted online, by mail or with the assistance of the Program Administrator in person or on the phone. To complete the application you must: Answer questions about your eligibility, residence information, and basic information on energy use in your home. Complete the Florida Power and Light Home Energy Survey which requires detailed information on your home energy use and provides specific suggestions for improvements. Provide access to Florida Power and Light electricity use records for Program reporting and evaluation purposes. Full details on application requirements are included on the Program website and in the Program Application in Appendix C. 8

The Get Energy Smart Retrofit Program Administrator will review and evaluate applications in the order in which they were received. Applications will be reviewed to determine eligibility and completeness as specified. Ineligible or otherwise incomplete applications will be immediately rejected and applicant will be notified by email or initial form of communication as appropriate. Funding is limited and approval of the application to participate in the Program confers no rights or guarantees of funds upon the applicant. The Program reserves the right to reject any application and is not responsible for any costs that may be incurred by the applicant in preparation and submission of an application or rebate request. 2.5 Timing and Fund Availability Funds are available on a first come first served basis until the funds allocated for the relevant jurisdiction are expended. Rebates are not guaranteed or reserved for approved applicants. Citizens are encouraged to apply and complete the work as soon as possible to take advantage of the Program funds. All funds must be expended by the end of the grant term which is August 30, 2012, but they are expected to be fully committed well before then. The Rebate Request Form(s) must be received within 6 months of application approval to be eligible for the appropriate rebate payment. Rebates are only available for improvements completed after an application is approved; no rebates will be given retroactively for any energy improvements completed or purchased prior to approval of a homeowner s Program application. 2.6 Rebate Payment 2.6.1 Method of Payment Rebate payment will be made only upon verified completion of the project, according to Program requirements. Program participants will submit a Rebate Request Form and all required accompanying documentation once the eligible energy improvement is complete. All rebate payments will be provided to Program participants via check mailed to the applicant s address. 2.6.2 Payment Timing Rebate Request Forms will be accepted only upon completion of the eligible energy improvement. A separate Rebate Request Form may be submitted for each eligible energy improvement category following completion or in combination with other categories, as long as all rebate requests are received within 6 months of application approval. Payments can be expected within sixty (60) days of receipt and approval of a completed Rebate Request Form. 9

3 Safety and Responsibility The Get Energy Smart Retrofit Program is designed to improve and benefit the health, safety and welfare of citizens of Sarasota County. Homeowners and Participating Contractors are responsible to ensure that all federal, state and local codes and ordinances are complied with and that safety is given the utmost importance. Codes such as the National Electrical Code must be followed; asbestos studies may be required in certain instances; exposed wiring and other fire hazards must be avoided, among other requirements. In addition, the new Environmental Protection Agency (EPA) rules regarding lead paint must be complied with. As of April 22, 2010, the EPA lead renovation, repair and painting rule (Title 40 Code of Federal Regulations Part 745) is in effect. The rule requires EPA certification for specific lead safety work practices that must be followed by anyone disturbing more than 6 square feet of painted surface on the interior or 20 square feet on the exterior as part of work in pre-1978 homes, schools and other buildings. Contractors proposing to do such work must receive the proper prerenovation education requirements, training, certification and accreditation. The rule requires that contractors complete an EPA accredited 8-hour training course. The EPA may impose fines up to $37,500 per violation, per day for contractors and firms that do not comply with the rule. For more information on these requirements, please visit the EPA's website at http://www.epa.gov/lead/pubs/renovation.htm. Homeowners who are implementing energy improvements that would disturb more than the indicated square footages are encouraged to select Participating Contractors that have such a certification. Homeowners and contractors are urged to do whatever research is necessary to find out about these laws and ordinances and how to comply with them as well as to ensure that all safety precautions are taken in implementing improvements. 4 Participating Contractors 4.1 Homeowner Selection of Contractors The Get Energy Smart Retrofit Program has identified some energy improvement categories that are eligible to be installed directly by the homeowner. All other energy retrofits must be completed by a Participating Contractor that has been pre-screened by the Program to provide services on specific improvement categories based on the contractor s submission of their relevant licenses and insurance. Homeowners will only be eligible for Program funds if the work has been completed by a Participating Contractor pursuant to the specifications identified in the Program Guidelines. The rebate and loan funds will be paid directly to the homeowner. The Participating Contractors will work directly for the homeowners and receive payment 10

only from them. There will be no contractual or fiduciary relationship between the Program or the participating County and Cities and the Participating Contractors. Sarasota County and the Cities of Sarasota and North Port are providing information concerning these Participating Contractors to homeowners as a convenience only. The County and Cities make no representation or warrantees as to the performance or abilities of the Participating Contractors nor is the listing to be considered an endorsement of any such contractor. Homeowners are encouraged to get at least three quotes for each project and to make their own inquiries as to the reputation and reliability of a Participating Contractor before engaging their services. Homeowners should satisfy themselves as to any necessary warrantees or guarantees for products or services provided. The list of the Participating Contractors that are eligible to provide services under this program is available on the program website or in hard copy upon request. In order to maximize the impact of this program on our local economy, homeowners are encouraged to select a local contractor and purchase supplies from local retail establishments whenever possible. The Participating Contractors who completed the Local Business Affidavit are indicated on the program website. 4.2 Contractor Participation 4.2.1 Application Contractors and Energy Raters interested in providing services to homeowners through the Get Energy Smart Retrofit Program must fill in the Request for Qualification form (Attachment B) and attach additional documentation as outlined in the Qualifications Requested section of the Request for Qualifications. The materials should be submitted electronically to sustainablesarasota@scgov.net or in hard copy to: Get Energy Smart Retrofit Program Sarasota County Office of Sustainability 1660 Ringling Blvd, 5th Floor Sarasota, FL 34236 The Response Forms will be reviewed once per month and applicants will be notified of the status following that review. 4.2.2 Responsibilities and Accountability As a part of their Request for Qualification, Participating Contractors must submit a signed Program Agreement that outlines the responsibilities and accountability measures that are involved in providing services under this program. Participating 11

Contractors will be held to these terms and homeowners are encouraged to report any violations. 5 Rebate Category Specifications and Required Documentation In addition to the general Program requirements above and summarized in Attachment A, the specifications required for each energy improvement category are outlined below. To ensure eligibility for the rebates, it is important to understand the requirements and specifications for each energy improvement category before initiating any work. Homeowners are responsible for confirming compliance with all Program Guidelines with their suppliers and contractors, as no rebates or loans will be given for work that does not meet the requirements outlined in the Program Guidelines. 5.1 Solar Water Heater Any system installed must be Florida Solar Energy Center (FSEC) certified solar domestic water heating system. Active or passive systems are eligible (Additional information is available at http://www.fsec.ucf.edu/en/consumer/solar_hot_water/homes/system_types.htm). The installed system must meet the installation guidelines specified in the FSEC system standards (FSEC Standard 104-05 Florida System Standards for Design & Installation of Solar Thermal Systems http://www.fsec.ucf.edu/en/publications/pdf/fsecstd_104-05.pdf). This document contains the standard minimum technical criteria that need to be met to obtain FSEC certification of a solar thermal system. Criteria are included for design, performance, durability, safety, operation, service, installation, and manuals. Solar pool heating systems are not eligible under this Program. Final determination of suitable solar exposure, adequate roof support, and rooftop mounting technique will be made by the chosen Participating Contractor installing the system, in consultation with the customer. The proposed location must provide maximum benefits; ideal solar installations should be un-shaded and face south or west or be mounted within 45 degrees east or west of due south. Installations must not be done if there is detrimental shading or appropriate location is not available. It is the sole responsibility of the homeowner to secure any and all permissions that may be required under legal, applicable homeowners association rules, deed restrictions, by-laws or other covenants that may govern subdivisions ( Homeowners Covenants ). Applicants acknowledge and agree that the offer by Grantee of this energy efficiency rebate Program does not, in and of itself, supersede, abrogate or overrule any Homeowners Covenants or State statute. Additional information is available at http://www.fsec.ucf.edu/en/consumer/solar_hot_water/q_and_a/rights.htm 12

Homeowners are encouraged to maximize the benefits of their solar water heater by retrofitting all fixtures with low flow showerheads and low flow faucet aerators to conserve water. Look for the EPA WaterSense label for products that are tested and certified for performance (http://www.epa.gov/watersense/). Multifamily and manufactured homes are not eligible for this rebate category Use of a Participating Contractor is required Required Documentation: Copy of dated, itemized receipt or other proof of payment from Participating Contractor Copy of FSEC system approval form Permit and final inspection Amount of Rebate: Up to $750, not to exceed the invoice cost. 5.2 Gas Tankless Water Heater Only new ENERG STAR qualified gas tankless water heaters for personal home use are eligible for the rebate program. Guidance from ENERG STAR on the selection of gas tankless water heaters is included below. Homeowners are encouraged to maximize the benefits of their solar water heater by retrofitting all fixtures with low flow showerheads and low flow faucet aerators. Use of a Participating Contractor is required Required Documentation: Copy of dated, itemized receipt or other proof of payment with notation by Participating Contractor showing manufacturer and model Proof of ENERG STAR qualification such as: o a copy or picture of the product EnergyGuide label with ENERG STAR logo o copy of the relevant pages of the owner s manual indicating ENERG STAR qualification Amount of Rebate: 25 percent of the invoice cost up to $500. 13

Reference Information Guidance in the selection of ENERG STAR qualified gas tankless water heaters: http://www.energystar.gov/index.cfm?fuseaction=gas_tankless.display_products_pdf Tankless water heater models are rated by how many gallons of hot water they produce per minute (GPM) and will require consultation with an experienced plumber to estimate the hot water demands in your home. The installer will confirm the optimal GPM size for your home, determine whether existing natural gas line and electrical service is sufficient, and identify how the combustion gases will be vented. 5.3 Lighting Renovation Lighting renovations may be completed independently by homeowner, unless a permit is required. Where regulations require permits prior to completion, those projects must be completed by a Participating Contractor. Fixtures: Residential replacement fixtures, both portable and hard wired lighting, must be ENERG STAR qualified to ensure that the products purchased meet the ENERG STAR specifications for energy efficiency and perform well. Bulbs: ENERG STAR qualified Light Emitting Diodes (LED) or compact fluorescent (CFL) light bulbs qualify for rebate under this program when replacing incandescent or halogen bulbs. Required Documentation: If completed independently by homeowner, required documentation includes: Product packaging (or copy of packaging) showing ENERG STAR labeling for each fixture and/or each bulb being submitted for rebate. Copy of dated, itemized purchase receipts, marked paid in full If installed by a Sarasota County Participating Contractor, required documentation includes: Copy of dated, itemized receipt or other proof of payment with notation by Participating Contractor of ENERG STAR designation for each fixture and/or bulb being submitted for rebate Amount of Rebate: 30 percent of purchase price or invoice cost up to $200. Reference Information ENERG STAR Reference Resources. See ENERG STAR website for complete product specifications and an updated list of qualifying products. 14

ENERG STAR qualified light fixtures: http://www.energystar.gov/index.cfm?fuseaction=find_a_product.showproductgro up&pgw_code=lf ENERG STAR qualified CFLs: http://www.energystar.gov/index.cfm?fuseaction=find_a_product.showproductgro up&pgw_code=lb ENERG STAR qualified LED lights: http://www.energystar.gov/index.cfm?fuseaction=find_a_product.showproductgro up&pgw_code=ll ENERG STAR qualified ceiling fan light kits: http://downloads.energystar.gov/bi/qplist/ceiling_fan_lightkit_only_prod_list.pdf 5.4 ENERG STAR Ceiling Fan According to the EPA, ENERG STAR qualified ceiling fans with lights are 50% more efficient than conventional fan/light units. One new ENERG STAR qualified ceiling fan for personal use, purchased with or without lights, is eligible per residence for this rebate program. Rebates only apply to the purchase of the ceiling fan and not to any delivery or installation costs. Required Documentation: Copy of dated, itemized purchase receipt, marked paid in full Proof of ENERG STAR qualification such as: o Product packaging (or copy of packaging) showing ENERG STAR labeling o Copy of the relevant pages of the owner s manual indicating ENERG STAR qualification Indicate if this is a replacement of an older fan that is not ENERG STAR labeled Amount of Rebate: 30 percent of purchase price or invoice cost up to $100 Reference Information See ENERG STAR website for complete product specifications and an updated list of qualifying ceiling fans: http://www.energystar.gov/index.cfm?fuseaction=find_a_product.showproductgroup& pgw_code=cf 15

Choosing the right size fan: http://www.energystar.gov/index.cfm?c=ceiling_fans.pr_ceiling_fans_basics 5.5 ENERG STAR Appliances Homeowners are encouraged to replace more than one appliance. Please note, however, that homeowners are only eligible for one rebate from each qualified appliance type. The purchased ENERG STAR appliance must replace the same type appliance to be eligible for rebate. For instance, an ENERG STAR dishwasher must replace a dishwasher. Only new ENERG STAR qualified appliances for personal home use are eligible for the rebate program. The following appliance types are eligible: Refrigerator Freezer Dishwasher Clothes washer Room air-conditioner Rebates are only available where the ENERG STAR qualified appliance is being installed as a replacement for another appliance. All replaced appliances must be removed and recycled. Required Documentation for each appliance: Copy of dated, itemized purchase receipt showing manufacturer and model, marked paid in full Proof of ENERG STAR qualification such as: o a copy or picture of the product EnergyGuide label with ENERG STAR logo o copy of the relevant pages of the owner s manual indicating ENERG STAR qualification Appliance-specific requirements: o Refrigerator: ENERG STAR Savings Calculator estimate of how much money will be saved based on comparison of old unit to new unit o Freezer: ENERG STAR Savings Calculator estimate of how much money will be saved based on comparison of old unit to new unit o Room Air Conditioner: Print out or scan of ENERG STAR Room AC sizing calculator results o Appliance Recycling Form Amount of Rebate: 20 percent of the purchase price of each qualifying appliance (excluding taxes). The cumulative total for all appliance rebates shall not exceed a maximum of $1,500. 16

Reference Information Guidance in the selection of ENERG STAR appliances: Check the yellow EnergyGuide label available for each appliance. See the Federal Trade Commission for information on how to use the EnergyGuide when in retail stores looking for your new appliance: http://www.ftc.gov/bcp/edu/pubs/consumer/homes/rea14.shtm ENERG STAR qualified refrigerators: According to the EPA, models with top-mounted freezers use 10 25% less energy than bottom-mount or side-by-side models. Purchase an appropriately sized refrigerator. Generally, the larger the refrigerator, the greater the energy consumption, the most energy-efficient models are typically 16 20 cubic feet. Automatic ice-makers and through-the-door dispensers increase energy use by 14 20%. Use the ENERG STAR Savings Calculator to find out how much money you'll save by replacing your existing refrigerator with one that s earned the ENERG STAR label. Look for ENERG STAR qualified refrigerator models: http://www.energystar.gov/index.cfm?fuseaction=refrig.search_refrigerators ENERG STAR qualified freezers: According to the EPA, generally, the larger the freezer, the greater the energy consumption. Also, consider whether an upright or chest freezer better meets your needs. An upright freezer has a front-mounted door like a refrigerator and shelves that allow for easy organization. While a chest freezer typically requires more floor space, it's usually more energy efficient, since the door opens from the top and allows less cold air to escape. Use the ENERG STAR Savings Calculator to find out exactly how much money you'll save by replacing your existing Freezer. Look for ENERG STAR qualified upright or chest freezer models: http://www.energystar.gov/index.cfm?fuseaction=refrig.search_refrigerators ENERG STAR qualified dishwashers: ENERG STAR qualified dishwashers save both energy and water, using about 31% less energy and 33% less water than non-qualified models. To save even more water scrape food off dishes, don t hand rinse. Rinsing dishes can use up to 20 gallons of water before the dishes are even loaded. ENERG STAR qualified dishwashers and today s detergents are designed to do the cleaning so you don t have to. If your dirty dishes sit overnight, use your dishwasher s rinse feature. Find an ENERG STAR qualified dishwasher model: http://www.energystar.gov/index.cfm?fuseaction=dishwash.search_dishwashers 17

ENERG STAR qualified clothes washers: According to the EPA, ENERG STAR qualified clothes washers save both energy and water, using about 30% less energy and over 50% less water than non-qualified washers. ENERG STAR qualified clothes washer models are available in front loading, top loading, stackable and under-the-counter designs, which fit in smaller spaces. Choose a washing machine that allows you to adjust the water level to match the size of the load and look for a model with a high Modified Energy Factor (MEF) and a low Water Factor (WF). Modified Energy Factor (MEF) is a measure of energy efficiency that considers the energy used by the washer, the energy used to heat the water, and the energy used to run the dryer. The higher the MEF, the more energy efficient the clothes washer. Water Factor (WF) measures water efficiency in gallons of water consumed per cubic foot of capacity. The lower the WF, the more water efficient the clothes washer. Both MEF and WF are listed on the ENERG STAR qualified product list: http://www.energystar.gov/index.cfm?fuseaction=clotheswash.search_clotheswashers ENERG STAR qualified room air conditioner A window unit air conditioner must meet the Energy Efficiency Ratio (EER) rating to be ENERG STAR qualified. See current listing of eligible room air conditioners: http://www.energystar.gov/index.cfm?fuseaction=roomac.search_room_air_conditione rs Do not purchase a larger room AC unit than needed thinking it will cool better, no incentive will be provided for oversized units. Oversized units can be more expensive initially and cost more to operate. In addition, oversized units can insufficiently dehumidify a room, leaving living space uncomfortably damp. Visit ENERG STAR to determine correct size room AC to purchase for your space before purchasing unit: http://www.energystar.gov/index.cfm?c=roomac.pr_properly_sized. Consumer room AC brochure http://www.energystar.gov/ia/partners/manuf_res/downloads/roomac_consumerbro chure.pdf 5.6 Comprehensive Home Energy Audit Complete home energy audit, conducted by a Certified Class 1 Residential Energy Rater The Comprehensive Home Energy Audit must be conducted by a Participating Contractor that is a Certified Class 1 Residential Energy Rater and include a Comprehensive HERS Rating that contains a prioritization of the recommended improvements based on anticipated energy savings and provide guidance on how to calculate cost/ benefit and expected return on investment of those improvements. The audit must include an evaluation, performance testing and recommendations for energy and water efficiency improvements to the subject home. The evaluation shall include a review of the data collected from any previous energy audit or survey, any further required measurement and performance testing, and a computerized simulation analysis of the home's energy performance using EnergyGauge USA Pro. The performance testing shall include a blower door test and a duct system inspection, 18

including supply and return air balance, air handler and all duct work. The duct system inspection shall include a visual inspection, a standard duct test to measure air leakage to the outside, and, if leakage exceeds 6 cfm per 100 square feet of conditioned space, a diagnostic testing to determine the location of major duct leaks. The audit report will include recommendations for where to seal the duct system (e.g. supply boot, master bedroom; return plenum penetrations). The final report must provide a detailed improvement analysis including without limitation: The path to follow in implementing the recommendations, taking into account timing or chronology of implementation relative to other recommendations, cost effectiveness and maximum energy savings. The report must indicate up to 3 Priority Recommendations, completion of one of which will be required to qualify for maximum rebate amounts. The report should also indicate the relationships between the suggested strategies and the impact of not doing one on another or the impact of order of implementation. For example, the report should indicate the effect of insulation on reducing the cooling load and size of heating or cooling unit. HERS Index of the home at time of audit and if all recommendations are implemented The energy and environmental savings from improving the energy and water performance of the home An estimate of the energy and cost savings associated with each conservation measure proposed and an indication of those measures that would qualify for local, state, federal or utility incentives An indication of the optimum scope of work for energy and water efficiency improvements for the home. Two copies of the final report shall be provided to the homeowner. To be eligible for the rebate on the Home Energy Audit, a resident must also apply for a rebate in at least one other rebate category. This requirement is to ensure that the information provided in the audit results in quantifiable energy savings at some level. Homeowners are encouraged to complete as many of the recommendations in the audit report as possible to achieve the highest level of energy and cost savings and take advantage of the greatest rebate amount available. Use of a Participating Contractor is required Required Documentation: Copy of the final comprehensive home energy audit report, certified by the auditor Copy of dated, itemized receipt or other proof of payment A simultaneously submitted rebate request for at least one other qualifying energy improvement rebate category in the residence 19

Amount of Rebate: Up to $500, not to exceed the invoice cost Note: For homeowners with an income of less than 400% of the poverty level, the requirement for the Comprehensive Home Energy Audit for certain rebate categories can be met by providing a report from an in-home audit and duct test by Florida Power and Light. The fee of $30 is eligible for a rebate with submission of a copy of the audit report and a receipt or other proof of payment from Florida Power and Light. Information on how to request is available at: http://www.fpl.com/residential/savings/energy_advisor/cooling_heating/ducttest.shtm l 5.7 ENERG STAR Windows and Doors Replacement of windows and doors with ENERG STAR qualified products is eligible for a rebate under this program. However, this measure is not recommended unless the windows need to be replaced for other reasons (e.g. broken frames, rotted wood). In this case, consider having a window film installed that reduces heat gain without reducing natural light 1. ENERG STAR qualifies windows based on U-Factor (which is similar to R-value) and, where applicable, Solar Heat Gain Coefficient (SHGC) requirements specific to climate zone. An ENERG STAR window will carry a label that states that it meets the qualifications for the Energy Star program. It is recommended that in addition to being ENERG STAR labeled, windows should have a visible transmittance (Vt) of greater than 50% (0.50). ENERG STAR qualifies doors based on U- Factor and, where applicable, SHGC requirements based on glazing level (amount of glass). Comprehensive Home Energy Audit Required Use of a Participating Contractor is required Required Documentation: Copy of dated, itemized receipt or other proof of payment with notation by Participating Contractor of ENERG STAR designation for each window or door being submitted for rebate Copy of National Fenestration Rating Council (NFRC) label that shows ENERG STAR logo 1 Window films are recommended to have a visible transmittance over 50% (0.5) and a SHGC or shading coefficient less than 50%. 20

Amount of Rebate: With completion of one of the Priority Recommendations from audit report: 25 Percent of invoice amount, up to $750 Without completion of one of the Priority Recommendations from audit report: 25 Percent of invoice amount, up to $375 5.8 Attic/roof/floor insulation Homes that were built prior to the 1970s have little or no insulation and newer homes often have insufficient or ineffective insulation features. This rebate encourages the installation or addition of insulation in existing single family homes. Additional information is available at: http://www.ornl.gov/sci/roofs+walls/insulation/fig1.html Safety should be the utmost priority for both homeowner and contractor installation. Other safety considerations include but are not limited to the following: Asbestos insulation should be left in place; insulation should not be placed over bare metal wiring or recessed lighting fixtures unless the fixtures are rated for insulation contact. Eligible Insulation Types: Batts: May be installed independently by homeowner Roll blankets: May be installed independently by homeowner Blown-in loose fill: Must be installed by a Participating Contractor. Spray foam: Must be installed by a Participating Contractor Minimum levels required: Over or under air conditioned space: R-30 for all types except spray foam which must be R-19 Under flooring: R-20 Must be installed according to manufacturer s recommendations. To protect consumers, the Federal Trade Commission has specific rules about the R-value label that must be placed on all residential insulation products, whether they are installed by professionals, or whether they are purchased at a local supply store. These labels include a clearly stated R-value and information about health, safety, and fire-hazard issues. Take time to read the label before installing the insulation and ensure all manufacturers recommendations are followed. A central air conditioning system is not a requirement for eligibility. Comprehensive Home Energy Audit is required Multifamily and manufactured homes are not eligible for this rebate category Use of a Participating Contractor is required for blown-in loose fill or spray foam 21

Required Documentation: If installed independently by homeowner, required documentation includes: Square footage installed Copy of dated, itemized purchase receipt, marked paid in full Cut out section from insulation package showing product name and R-value (or copy thereof) If installed by a Sarasota County Participating Contractor, required documentation includes: Copy of dated, itemized receipt or other proof of payment with notation by contractor of o Type of insulation o R-value o Coverage area in square feet Amount of Rebate: With completion of one of the Priority Recommendations from audit report: 25 percent of invoice cost up to $1,500. Without completion of one of the Priority Recommendations from audit report: 25 percent of invoice cost up to $750. 5.9 Radiant Roof Barrier To be eligible for rebate, radiant roof barrier materials must have high reflectance (0.9, or 90%, or more) and low emittance (0.1 or less). Radiant barriers must face an open air space (such as the attic) to perform properly. To be eligible for rebate, radiant barrier must be installed on the underside of the roof decking. Radiant barriers installed on the floor of the attic are not eligible, as they lose reflectivity over time because of dust. Radiant barrier must be rated either Class A by the National Fire Protection Association (NFPA) or Class 1 by the Uniform Building Code (UBC). Comprehensive Home Energy Audit is required Multifamily and manufactured homes are not eligible for this rebate category Use of a Participating Contractor is required Required Documentation: Manufacturer provided Material Safety Data Sheets (MSDS) that shows fire rating 22

Copy of dated, itemized receipt or other proof of payment with notation by Participating Contractor of o Square footage of installed radiant barrier, o Level of reflectance o Level of emittance o Class Rating by NFPA or UBC Amount of Rebate: With completion of one of the Priority Recommendations from audit report: $0.10 per square foot up to $200. Without completion of one of the Priority Recommendations from audit report: $0.10 per square foot up to $100 5.10 Solar Attic Fan In poorly-sealed or -ventilated attics, attic fans can draw conditioned air up from below, increasing work load on the air conditioning system, and resulting in artificially increased energy bills. To prevent this effect, seal around all ceiling penetrations with a code-approved sealant and ensure that attic ventilation pathways are clear of insulation before the installation of attic fans. Ceiling penetrations include but are not limited to ceiling mounted fans and light fixtures and attic access stair or hatch (install gasket to seal opening). To be eligible for this rebate, a durable code-approved ceiling must be installed in all air handler closets in the conditioned space. If there is a combustion appliance zone (CAZ) located in the living space and if there are naturally aspirating vented combustion appliances, a worst case depressurization test must be completed on the combustion appliance zone to insure that back drafting of the vented combustion appliances is not an issue. Solar attic fans may not be installed in combination with a radiant roof barrier. The Comprehensive Home Energy Audit will determine the suitability of adding attic fans and recommend the appropriate number to adequately cool attic space based on the cubic feet of air per minute (CFM) needed to properly ventilate the attic area. To be eligible for rebate under this program, the improvement must follow the recommendations for number and location of solar attic fans as specified in the energy audit report. A solar attic fan must be the type that allows the solar panel to be located away from the actual fan to allow for maximum solar exposure on an un-shaded south or west facing roofline. Sun exposure during the hottest part of the day, from noon to sunset, will allow for maximum cooling benefits. 23

For more information on the technology, see the Florida Solar Energy Center s report at http://www.fsec.ucf.edu/en/publications/html/fsec-gp-171-00/. Comprehensive Home Energy Audit is required Multifamily and manufactured homes are not eligible for this rebate category Use of a Participating Contractor is required Required Documentation: Copy of comprehensive home energy audit report that includes solar attic fan recommendations Copy of dated, itemized receipt or other proof of payment with notation by Participating Contractor of the o Number of solar attic fans installed o Manufacturer s CFM documentation for solar attic fan model purchased Amount of Rebate: With completion of one of the Priority Recommendations from audit report: Up to $100 per installed fan. Without completion of one of the Priority Recommendations from audit report: Up to $50 per installed fan. Number of fans must match recommendations in the Comprehensive Home Energy Audit Report. 5.11 Duct Repair/Sealing To be eligible for this rebate category, the home must have an existing central air conditioning system. Duct Repair/Sealing must be included in a list of energy efficiency and retrofit recommendations furnished under a comprehensive home energy audit. The comprehensive home energy audit will include a detailed inspection of the duct system and the report will include recommendations for where to seal the duct system. All duct repairs recommended in the report must be completed to be eligible for this rebate. To prevent pressure imbalances that lead to combustion safety and moisture problem, repairs must be made on both the supply and return portions of the system. Repairs may include, but are not limited to: repair of damaged and disconnected ducts, sealing all leaks and connections, installation of new filter(s), reconnecting duct insulation that is pulling away from ducts, and duct insulation with an R-value of 6 or greater for ducts in unconditioned space. 24

A post-retrofit test will verify that the leakage has been reduced to 6 cfm per 100 square feet of conditioned space or lower. To prevent combustion safety and moisture problems, a worst case depressurization test must be completed on the combustion appliance zone to verify post-retrofit that the pressure difference between inside and out is no lower than negative three (-3) pascals under worst case operating conditions. In the event that the pressure difference is lower than negative three (e.g. negative four (-4)), additional repair to the supply side of the duct system is likely needed, even if the leakage to outside is less than 6 cfm per 100 square feet of conditioned. Where standard gas water heaters and furnaces are present in the home, a carbon monoxide monitor or detector will be installed centrally and homeowners will be instructed on what to do if the alarm sounds. Comprehensive Home Energy Audit is required Use of a Participating Contractor is required Required Documentation: Signed copy of comprehensive home energy audit indicating recommendations relating to duct repair/ sealing Copy of dated, itemized receipt or other proof of payment with notation by Participating Contractor of duct repair/ sealing services provided Amount of Rebate: With completion of one of the Priority Recommendations from audit report: 30 Percent of invoice cost up to $800 Without completion of one of the Priority Recommendations from audit report: 30 Percent of invoice cost up to $400 5.12 HVAC- High Efficiency Central Air Conditioner Valid on units 5 tons or smaller, both split system and packaged unit. Must be ENERG STAR qualified and meet both the SEER (Seasonal Energy Efficiency Ratio) and the EER (Energy Efficiency Ratio) minimum requirements as follows: Split systems must have a SEER of 16 or greater and an EER of 13 or greater. Packaged systems must have a SEER of 14 or greater and an EER of 12 or greater. For ductless mini-split systems, unit must be greater than or equal to 18,000 BTU to qualify. Ductless mini-split systems must have a SEER of 16 or greater and an EER of 13 or greater. 25

Must be sized by the contractor not to exceed 15% more than indicated by a Manual J calculation that takes into account other energy improvements being made to the house Rebate is only available for the purchase and installation of a complete air conditioner system (indoor and outdoor unit), including ducts if necessary. If a full duct system is to be installed a room by room Manual J calculation and Manual D calculation should be performed. Rebates on room Air Conditioners are available under the Appliances category. Comprehensive Home Energy Audit is required Use of a Participating Contractor is required Required Documentation: Copy of dated, itemized receipt or other proof of payment with notation by Participating Contractor of o verification of the ENERG STAR qualified equipment energy efficiency o Manual J calculation Amount of Rebate: With completion of one of the Priority Recommendations from audit report: 25 percent of invoice cost, up to $1,500 maximum. Without completion of one of the Priority Recommendations from audit report: 25 percent of invoice cost, up to $750 maximum. 5.13 HVAC- High Efficiency Heat Pump Both air source and geothermal heat pumps are eligible, but must be ENERG STAR qualified. Electric air-source heat pumps use the difference between outdoor air temperatures and indoor air temperatures to cool and heat your home. To qualify for the air source heat pump incentive, the unit must meet the ENERG STAR Seasonal Energy Efficiency Ratio (SEER), the Energy Efficiency Ratio (EER), and the Heat Seasonal Performance Factor (HSPF) requirements. Locate ENERG STAR qualified electric air-source heat pump models: http://www.energystar.gov/ia/products/prod_lists/cac_ashp_prod_list.pdf Both water-to-air and direct geoexchange water-to-water geothermal heat pump models are eligible. To qualify for the geothermal heat pump incentive, the unit must meet the ENERG STAR Energy Efficiency Ratio (EER), and the Coefficient Performance (COP) ratings. Locate ENERG STAR qualified geothermal heat pumps: http://downloads.energystar.gov/bi/qplist/geothermal_heat_pump_prod_list.pdf 26

Comprehensive Home Energy Audit is required Use of a Participating Contractor is required Required Documentation: Copy of dated, itemized receipt or other proof of payment with notation by Participating Contractor of the o ENERG STAR qualified equipment installed o Efficiency ratings: SEER, EER, HSPF and/ or COP ratings Amount of Rebate: With completion of one of the Priority Recommendations from audit report: 25 percent of invoice cost up to $1,500 maximum. Without completion of one of the Priority Recommendations from audit report: 25 percent of invoice cost, up to $750 maximum. 6 Contact Information If you have questions about the Get Energy Smart Retrofit Program, please contact the Program Administrator as indicated below: Address: Get Energy Smart Retrofit Program c/o DwellGreen 205 North Orange Avenue, Suite 2N Sarasota, FL 34236 Phone: (800) 863-1794 Email: getenergysmart@dwellgreen.com 27

Appendix A Get Energy Smart Retrofit Program HOMEOWNER AND PARTICIPATING CONTRACTOR GUIDELINES Cumulative Rebate Total per household cannot exceed a maximum of $3000 for Energy Improvements; Plus $500 for Audit Do It ourself Energy Saving Device Kits N N Solar Hot Water Heater N Gas Tankless Water Heater N Lighting Renovation N N (unless permit required) ENERG STAR Appliances (Refrigerator, freezer, washing machine, dish washer, Room AC) N ENERG STAR Ceiling Fan es av ail ab le? Ot he r Re qu ire s Pe inc en tiv rm it? Am ou nt* Re ba te xim um Ma Au dit req uir ed? Us eo Co f P ntr art ac icip tor a Re ting qu ire d Mu ltifa mi Ho ly/ M me an s E ufa lig ctu ibl red e En erg ys av ing T ec hn iqu e The rebate amount per energy improvement is calculated as follows: invoice amount (or percentage thereof) up to maximum rebate amount, not including taxes. Given for free N N $750 25% up to $500 Max 30% up to $200 Max N (unless rewiring or adding a circuit) N 20% for each type of appliance up to $1500 Max total N N N 30% up to $100 Max N Comprehensive Home Energy Audit $500; Must complete at least one other eligible rebate category N Attic/ Roof/ Floor Insulation: Batt or Roll N N 25% up to $1,500 Max N Attic/ Roof/ Floor Insulation: Blown In Loose Fill or Spray Foam N 25% up to $1,500 Max N Radiant Roof Barrier System N $0.10 per square foot up to $200 Max N $100 Per installed Fan N (unless electrical work is involved) Solar Attic Fan N Duct Repair/ Sealing/ Replacement 30% up to $800 Max N (unless complete replacement) HVAC: Central AC 25% up to $1500 Max HVAC: Heat Pump 25% up to $1500 Max ENERG STAR Windows or Doors 25% up to $750 Max *For those rebate categories that require an audit, the maximum amounts indicated in the table apply only if at least one priority recommendation stated in the audit is implemented. If "priority recommendations in audit are not implemented, the maximum dollar amount for that rebate category is half the amount stated in this table. For additional details, see Program Guidelines.