,i #aac? ,,congress #a/ ,session ,h4 ,r4 #babh ,,9 ,,! ,,h\se ,,( ,,repres5tatives ,may #bc1 #bjac ,mr4 ,mc,kinley 7= himself & ,mr4 ,wel*7 introduc$ ! foll[+ bill2 :i* 0 ref]r$ to ! ,committee on ,en]gy & ,comm]ce1 & 9 addition to ! ,committee on ,ways & ,means1 = a p]iod to be subsequ5tly det]m9$ by ! ,speak]1 9 ea* case = consid]ation ( su* provisions z fall )9 ! jurisdiction ( ! committee conc]n$ ,a ,,bill ,to provide = ! e/abli%m5t ( a ,home ,en]gy ,sav+s ,retr(it ,rebate ,program1 & = o!r purposes4 #a4 ,%ort title ,?is ,act may be cit$ z ! ,home ,own] ,manag+ ,en]gy ,sav+s ,act ( #bjac or ! ,,homes ,act4 #b4 ,def9itions ,9 ?is ,act3 7#a7 ,,bpi ,! t]m ,,bpi means ! ,build+ ,p]=mance ,in/itute4 7#b7 ,electric utility ,! t]m electric utility means any company1 p]son1 coop]ative1 ,/ate1 or ,indian tribe ag5cy t deliv]s or sells electric en]gy at retail1 includ+ nonregulat$ utilities1 utilities t are subject to ,/ate or ,indian tribe rate regulation1 & ,f$]al p[] m>ket+ adm9i/rations4 7#c7 ,f$]al rebate process+ sy/em ,! t]m ,f$]al ,rebate ,process+ ,sy/em means ! ,f$]al ,rebate ,process+ ,sy/em e/abli%$ "u section #c7;b74 7#d7 ,home ,! t]m home means a resid5tial dwell+ unit 9 a build+ ) no m ?an #d dwell+ units t-- 7,a7 is locat$ 9 ! ,unit$ ,/ates2 7,b7 0 con/ruct$ be=e ! date ( enactm5t ( ?is ,act2 & 7,c7 is occupi$ at lea/ #f mon?s out ( ea* ( ! #b ye>s imm$iately prec$+ ! application = a rebate "u ?is ,act4 7#e7 ,home en]gy sav+s retr(it rebate program ,! t]m ,home ,en]gy ,sav+s ,retr(it ,rebate ,program means ! ,home ,en]gy ,sav+s ,retr(it ,rebate ,program e/abli%$ "u section #c7;a74 7#f7 ,home[n] ,! t]m home[n] means ! own] ( an own]-occupi$ home or a t5ant-occupi$ home4 7#g7 ,indian tribe ,! t]m ,indian tribe has ! mean+ giv5 ! t]m 9 section #d ( ! ,indian ,self-,det]m9ation & ,education ,assi/ance ,act 7#be ,u4,s4,c4 #dej;b74 7#h7 ,natural gas utility ,! t]m natural gas utility means any company1 p]son1 coop]ative1 ,/ate or local gov]nm5tal ag5cy or in/rum5tality1 or ,indian tribe t transports1 di/ributes1 or sells natural gas at retail4 7#i7 ,qualifi$ contractor ,! t]m qualifi$ contractor means a resid5tial en]gy effici5cy contractor t meets m9imum applicable requirem5ts e/abli%$ "u section #d4 7#aj7 ,qualifi$ home en]gy effici5cy retr(it ,! t]m qualifi$ home en]gy effici5cy retr(it means a retr(it describ$ 9 section #h7;d74 7#aa7 ,quality assurance program ,! t]m quality assurance program means a program e/abli%$ "u ?is ,act1 or recogniz$ by ! ,secret>y "u ?is ,act1 to ov]see ! deliv]y ( home effici5cy retr(it programs to ensure t "w is p]=m$ 9 accordance ) /&>ds & crit]ia e/abli%$ "u ?is ,act4 ,deliv]y ( retr(it programs includes deliv]y ( quality assurance reviews ( rebate applications & field inspections4 7#ab7 ,quality assurance provid] ,! t]m quality assurance provid] means any entity t meets ! m9imum applicable requirem5ts e/abli%$ "u section #f7;b74 7#ac7 ,rebate aggregator ,! t]m rebate aggregator means an entity t meets ! requirem5ts ( section #e4 7#ad7 ,resnet ,! t]m ,,resnet means ! ,resid5tial ,en]gy ,s]vices ,network1 :i* is a nonpr(it c]tification & /&>d sett+ organization = home en]gy rat]s t evaluate ! en]gy p]=mance ( a home & ,en]gy ,sm>t ,contractors t make en]gy improvem5ts to ! home4 7#ae7 ,secret>y ,! t]m ,secret>y means ! ,secret>y ( ,en]gy4 7#af7 ,/ate ,! t]m ,/ate means-- 7,a7 a ,/ate2 7,b7 ! ,di/rict ( ,columbia2 7,c7 ! ,commonweal? ( ,pu]to ,rico2 7,d7 ,guam2 7,e7 ,am]ican ,samoa2 7,f7 ! ,commonweal? ( ! ,nor!rn ,m>iana ,isl&s2 7,g7 ! ,unit$ ,/ates ,virg9 ,isl&s2 & 7,h7 any o!r t]ritory or possession ( ! ,unit$ ,/ates4 #c4 ,home ,en]gy ,sav+s ,retr(it ,rebate ,program 7a7 ,9 g5]al ,! ,secret>y %all e/abli% ! ,home ,en]gy ,sav+s ,retr(it ,rebate ,program4 7b7 ,f$]al rebate process+ sy/em 7#a7 ,9 g5]al ,n lat] ?an #ahj days aft] ! date ( enactm5t ( ?is ,act1 ! ,secret>y1 9 consultation ) ! ,secret>y ( ! ,treasury1 %all-- 7,a7 e/abli% a ,f$]al ,rebate ,process+ ,sy/em :i* %all s]ve z a database & in=mation te*nology sy/em t w all[ rebate aggregators to submit claims = reimbursem5t us+ /&>d data protocols2 7,b7 e/abli% a national retr(it ,web site t provides in=mation on ! ,home ,en]gy ,sav+s ,retr(it ,rebate ,program1 includ+-- 7i7 h[ to det]m9e :e!r p>ticul> effici5cy measures are eligible = rebates2 & 7ii7 h[ to p>ticipate 9 ! program2 & 7,c7 make available model =ms = demon/rat+ compliance ) all applicable requirem5ts ( ?is ,act1 :i* %all be requir$ to be submitt$ by-- 7i7 ea* qualifi$ contractor on completion ( an eligible home en]gy retr(it2 & 7ii7 ea* quality assurance provid] on completion ( field v]ification4 7#b7 ,model =ms ,9 c>ry+ out p>agraph 7#a77;,c71 ! ,secret>y %all consid] ! model =ms develop$ by ! ,national ,home ,p]=mance ,c\ncil1 ,inc4 ,if ! ,secret>y does n adopt ^! =ms1 ! ,secret>y %all conv5e a gr\p ( /akehold]s t are directly & mat]ially affect$ by ! ,program to develop ! f9al =ms4 #d4 ,contractors 7a7 ,contractor qualifications ,a contractor may p]=m retr(it "w "u ! ,home ,en]gy ,sav+s ,retr(it ,rebate ,program 9 a ,/ate if ! contractor-- 7#a7 meets all applicable contractor lic5s+ requirem5ts e/abli%$ by ! ,/ate2 7#b7 is-- 7,a7 accr$it$ by-- 7i7 ,,bpi z an ,accr$it$ ,contractor2 7ii7 ,,resnet z an ,en]gy ,sm>t ,home ,p]=mance ,team2 7iii7 ! ,air ,condition+ ,contractors ( ,am]ica z a ,,qa ,home ,p]=mance ,contractor2 7iv7 a ,/ate-bas$ c]tification program e/abli%$ to c>ry out ,/ate en]gy1 clean air1 or environm5tal programs2 or 7v7 an equival5t c]tification program approv$ by ! ,secret>y = ?is purpose2 or 7,b7 ! g5]al contractor1 t-- 7i7 subjects ! en]gy effici5cy retr(it to a review & quality assurance inspection by a ?ird p>ty approv$ by ! ,dep>tm5t ( ,en]gy = p]=m+ quality assurance inspections2 & 7ii7 employs1 or o!rwise utilizes subcontractors :o employ1 individuals to complete individual or compreh5sive scopes ( "w relat$ to ! en]gy effici5cy retr(it :o are c]tifi$ by-- 7,i7 ,,bpi2 7,,ii7 ,,resnet2 7,,iii7 ,nor? ,am]ican ,te*nical ,excell5ce2 7,,iv7 ! ,air ,condition+ ,contractors ( ,am]ica2 7,v7 ! ,labor]s ,int]national ,union ( ,nor? ,am]ica2 7,,vi7 a regional or ,/ate ,dep>tm5t ( ,en]gy ,wea!rization ,tra9+ ,c5t]2 or 7,,vii7 o!r contractor or work] c]tification programs approv$ by ! ,secret>y2 7#c7 holds insurance cov]age ( at lea/ #a1jjj1jjj = g5]al liability1 & = su* o!r purposes & 9 su* o!r am\nts z requir$ by ! ,/ate2 & 7#d7 provides w>ranties to ! home[n] t complet$ "w w-- 7,a7 be free ( significant defects2 7,b7 be in/all$ 9 accordance ) ! specifications ( ! manufactur]1 & all applicable ,/ate & local codes2 & 7,c7 p]=m prop]ly = a p]iod ( at lea/ #a ye> aft] ! date ( completion ( ! "w4 7b7 ,agreem5t betwe5 contractor & home[n] ,a contractor :o p]=ms retr(it "w "u ! ,home ,en]gy ,sav+s ,retr(it ,rebate ,program mu/ sign a writt5 or electronic contract ) ! home[n] t includes-- 7#a7 an agreem5t to n increase ! co/ ( ! home improvem5t z a result ( ! rebates receiv$ "u ?is ,act ) respect to physical improvem5ts made to ! home2 7#b7 if ! contractor & home[n] *oose ! transf]able rebate option au?oriz$ "u section #g1 an agreem5t to provide ! home[n]1 be=e a contract is execut$ betwe5 ! contractor & ! home[n] cov]+ ! eligible "w1 a notice ( ! rebate am\nt ! contractor int5ds to apply = ) respect to eligible "w "u ?is ,act2 & 7#c7 an ackn[l$gem5t t ! home[n]-- 7,a7 has review$ ! national retr(it ,web site = ! program2 7,b7 und]/&s ! scope ( "w int5d$ to be complet$ & t su* "w may be eligible = a rebate "u ! program2 & 7,c7 und]/&s t ! rebate funds are fully subject to availability f ! ,dep>tm5t or ,rebate ,aggregator & n )9 ! control ( ! contractor4 #e4 ,rebate aggregators 7a7 ,9 g5]al ,! ,secret>y %all develop a network ( rebate aggregators or a national rebate aggregator t c facilitate ! deliv]y ( rebates to p>ticipat+ home[n]s or contractors by-- 7#a7 review+ ! propos$ rebate application = complet5ess & accuracy2 7#b7 review+ measures = eligibility 9 accordance ) ?is ,act2 7#c7 provid+ data to ! ,f$]al ,rebate ,process+ ,sy/em consi/5t ) data protocols e/abli%$ by ! ,secret>y2 & 7#d7 z soon z practicable b n lat] ?an #cj days aft] ! date ( receipt1 di/ribut+ funds receiv$ f ! ,dep>tm5t ( ,en]gy to home[n]s or contractors4 7b7 ,eligibility ,to be eligible to apply to ! ,secret>y = approval z a rebate aggregator1 an entity %all be-- 7#a7 a ,home ,p]=mance ) ,en]gy ,/> program sponsor2 7#b7 an entity adm9i/]+ a resid5tial or build+ en]gy effici5cy retr(it program1 sol> program1 or o!r su* program impact+ en]gy effici5cy 9 homes e/abli%$ or approv$ by a ,/ate or local gov]nm5t2 7#c7 a ,f$]al p[] m>ket+ adm9i/ration1 an electric utility1 or a natural gas utility t has-- 7,a7 a resid5tial en]gy effici5cy retr(it program2 & 7,b7 a quality assurance provid] or provid] network2 or 7#d7 an entity t demon/rates to ! ,secret>y t ! entity c p]=m ! functions ( a rebate aggregator1 )\t disrupt+ exi/+ resid5tial retr(its 9 ! ,/ates t are incorporat+ ! ,home ,en]gy ,sav+s ,retr(it ,rebate ,program1 includ+ demon/ration (-- 7,a7 ! capability to provide electronic data to ! ,f$]al ,rebate ,process+ ,sy/em2 7,b7 a f9ancial sy/em t is capable ( track+ ! di/ribution ( rebates to p>ticipat+ contractors2 & 7,c7 coord9ation & coop]ation by ! entity ) ! appropriate ,/ate en]gy (fice reg>d+ p>ticipation 9 ! exi/+ en]gy effici5cy programs t w be deliv]+ ! ,home ,en]gy ,sav+s ,retr(it ,rebate ,program4 7c7 ,public utility commission effici5cy t>gets ,! ,secret>y %all-- 7#a7 develop guidel9es = ,/ates & local gov]nm5ts to use to all[ utilities p>ticipat+ z rebate aggregators to c\nt ! en]gy sav+s f ! p>ticipation ( ! utilities t[>d ,/ate & local level en]gy sav+s t>gets2 & 7#b7 "w ) ,/ates & local gov]nm5ts to assi/ 9 ! adoption ( ^? guidel9es = ! purposes & duration ( ! ,home ,en]gy ,sav+s ,retr(it ,rebate ,program4 #f4 ,quality assurance provid]s 7a7 ,qualifications ,an entity %all be consid]$ a quality assurance provid] "u ?is ,act only if ! entity is qualifi$ ?r\gh-- 7#a7 ! ,,bpi2 7#b7 ,,resnet2 or 7#c7 any o!r entity designat$ by ! ,secret>y su* z a ,/ate or local gov]nm5t or a resid5tial en]gy effici5cy retr(it program approv$ by a ,/ate or local gov]nm5t4 7b7 ,functions ,a quality assurance provid] %all-- 7#a7 be indep5d5t ( ! contractor2 7#b7 confirm t contractors or in/all]s ( home en]gy effici5cy retr(its meet ! qualification requirem5ts ( ?is ,act2 & 7#c7 p]=m field inspections to confirm ! compliance ( ! retr(it "w & ! simulat$ en]gy sav+s "u ! ,home ,en]gy ,sav+s ,retr(it ,rebate ,program4 #g4 ,transf]ability ( home en]gy sav+s rebate ,a home[n] may transf] ! rebate provid$ "u ! ,home ,en]gy ,sav+s ,retr(it ,rebate ,program to ! contractor p]=m+ ! retr(it "w if ! contractor completes a =m t accompanies ! rebate =m develop$ "u section #c7;b74 ,?is =m1 to be made publically available by ! ,secret>y #ij days aft] ! date ( enactm5t ( ?is ,act1 mu/ be approv$ by pap] signature or electronically by ! home[n] & include-- 7#a7 ! am\nt ( ! rebate ! contractor w submit = disbursem5t to ! contractor2 7#b7 ! level ( en]gy use r$uction ( ! home retr(it c]tifi$ "u section #h7;e77#d71 & assurance t ! contractor w provide ! c]tificate to ! home[n] )9 #cj days ( receipt f ! ,dep>tm5t ( ,en]gy2 7#c7 a docum5tation report ( ! retr(it p]=m$ & paid by ! home[n]2 & 7#d7 confirmation f ! home[n] t !y und]/& !y h ! "r to submit directly = ! rebate & h *os5 to transf] ! cr$it 9 full to ! contractor4 #h4 ,home ,en]gy ,sav+s ,retr(it ,rebate ,program 7a7 ,9 g5]al ,if a qualifi$ home en]gy effici5cy retr(it ( a home is c>ri$ out aft] ,janu>y #a1 #bjad1 by a qualifi$ contractor 9 accordance ) ?is section1 rebates %all be aw>d$ = retr(its t a*ieve home en]gy sav+s 9 accordance ) ?is ,act4 7b7 ,am\nt ( rebates 7#a7 ,9 g5]al ,subject to subsection 7e71 ! am\nt ( a rebate provid$ to ! own] ( a home or a designee ( ! own] "u ?is section %all be-- 7,a7 #b1jjj = a #bj-bd p]c5t r$uction 9 home en]gy use2 7,b7 #c1jjj = a #be-bi p]c5t r$uction 9 home en]gy use2 7,c7 #d1jjj = a #cj-cd p]c5t r$uction 9 home en]gy use2 7,d7 #e1jjj = a #ce-ci p]c5t r$uction 9 home en]gy use2 7,e7 #f1jjj = a #dj-dd p]c5t r$uction 9 home en]gy use2 7,f7 #g1jjj = a #de-di p]c5t r$uction 9 home en]gy use2 & 7,g7 #h1jjj = a #ej p]c5t or m r$uction 9 home en]gy use4 7#b7 ,rebate paym5t 7,a7 ,9 g5]al ,! rebate %all be paid1 bas$ on en]gy sav+s z calculat$ "u subsection 7e71 )9 #fj days aft]-- 7i7 submission ( ! requir$ rebate =ms2 & 7ii7 ! completion ( any quality assurance assessm5t requir$ "u subp>agraph 7,b74 7,b7 ,quality assurance assessm5ts ,! ,secret>y %all e/abli% a s*$ule ( requir$ quality assurance assessm5ts4 ,9 ! fir/ ye> ( ! program1 ! fir/ #aj homes retr(it by ea* contractor & !n #fj p]c5t ( all future homes %all be requir$ to h a quality assurance assessm5t4 ,! ,secret>y %all e/abli% a co/ effective s*$ule ( requir$ quality assurance assessm5ts = subsequ5t ye>s bas$ on p]=mance "u ! program4 7#c7 ,limitation ,9 no ev5t %all ! am\nt ( rebates "u ?is subsection exce$-- 7,a7 #aj1jjj ) respect to any individual2 or 7,b7 #ej p]c5t ( ! qualifi$ home en]gy effici5cy exp5ditures paid or incurr$ by ! home[n] "u subsection 7c74 7c7 ,qualifi$ home en]gy effici5cy exp5ditures ,= purposes ( ?is section1 ! t]m qualifi$ home en]gy effici5cy exp5ditures-- 7#a7 means any am\nt paid or incurr$ by a home[n] = a qualifi$ home en]gy effici5cy retr(it1 includ+ ! co/ ( diagno/ic proc$ures1 labor1 report+1 & model+2 & 7#b7 does n include-- 7,a7 improvem5ts to swimm+ pools or hot tubs2 or 7,b7 any am\nt paid or incurr$ to pur*ase or in/all a biomass1 wood1 or wood pellet furnace1 boil]1 or /ove1 unless ! sy/em-- 7i7 is design$ to meet at lea/ #gj p]c5t ( ! heat+ dem&s ( ! home2 7ii7 9 ! case ( wood/oves1 is c]tifi$ by ! ,environm5tal ,protection ,ag5cy2 7iii7 9 ! case ( a wood /ove replacem5t1 replaces an exi/+ wood /ove ) a /ove t is c]tifi$ by ! ,environm5tal ,protection ,ag5cy1 if a v\*] is provid$ by ! in/all] or o!r responsible p>ty c]tify+ t ! old /ove has be5 remov$ & made inop]able2 7iv7 9 ! case ( a furnace or boil]1 is 9 a home ) a di/ribution sy/em 7su* z pip+1 ducts1 v5ts1 bl[]s1 or affix$ fans7 t all[s heat f ! furnace or boil] to rea* all or mo/ p>ts ( ! home2 & 7v7 is c]tifi$ by an indep5d5t te/ laboratory approv$ by ! ,secret>y z hav+-- 7,i7 !rmal effici5cy 7) a high heat+ value7 ( at lea/ #ge p]c5t = /oves & #hj p]c5t = furnaces & boil]s2 7,,ii7 p>ticulate emissions ( less ?an #c4j grams p] h\r = wood /oves or pellet /oves2 & 7,,iii7 less ?an #j4jg lbs p] million ,,btu = outdoor boil]s & furnaces4 7d7 ,qualifi$ home en]gy effici5cy retr(it 7#a7 ,9 g5]al ,a qualifi$ home en]gy effici5cy retr(it is a retr(it t implem5ts measures1 dur+ a rebate-eligible ye> 9 ! exi/+ pr9cipal resid5ce ( ! home[n] :i* is locat$ 9 ! ,unit$ ,/ates1 int5d$ to r$uce ! en]gy use ( su* resid5ce4 ,a qualifi$ home en]gy effici5cy retr(it %all-- 7,a7 be implem5t$ & in/all$ by a qualifi$ contractor2 7,b7 in/all a set ( measures model$ to a*ieve a r$uction 9 home en]gy use ( #bj p]c5t or m f ! basel9e e/abli%$ "u subp>agraph 7,c71 us+ comput] model+ s(tw>e approv$ "u p>agraph 7#b72 7,c7 e/abli% ! basel9e en]gy use z provid$ 9 subsection 7e77#a77;,c72 7,d7 implem5t a te/-out proc$ure1 foll[+ guidel9es ( ! applicable accr$it+ program describ$ 9 section #d7;a77#b7 7,a71 7,b71 or 7,c71 or equival5t guidel9es approv$ by ! ,secret>y = ?is purpose1 to ensure-- 7i7 ! safe op]ation ( all sy/ems po/ retr(it2 & 7ii7 t all improvem5ts are includ$ 91 & h be5 in/all$ accord+ to-- 7,i7 /&>ds ( ! applicable accr$it+ program describ$ 9 section #d7;a77#b7 7,a71 7,b71 or 7,c72 7,,ii7 manufactur]s in/allation specifications2 & 7,,iii7 all applicable ,/ate & local codes or equival5t /&>ds approv$ by ! ,secret>y = ?is purpose2 7,e7 include only measures t h an av]age e/imat$ life ( #e ye>s or m z det]m9$ by ! ,secret>y2 7,f7 n include any am\nt :i* is paid or incurr$ 9 connection ) any expansion ( ! squ>e footage ( ! resid5ce2 & 7,g7 n include improvem5ts to swimm+ pools or hot tubs or any o!r exp5diture specifically exclud$ by ! ,secret>y4 7#b7 ,approv$ model+ s(tw>e ,! contractor %all use model+ s(tw>e c]tifi$ by ,,resnet z foll[+ ! s(tw>e v]ification te/ suites 9 section #d4b4a ( ,,resnet ,publication ,no4 #ac-jja1 or "u equival5t /&>ds approv$ by ! ,secret>y = ?is purpose1 & %all h ! ability at a m9imum to assess ! sav+s associat$ ) all ! measures = ,home ,en]gy ,sav+s ,retr(it ,rebate ,program4 7#c7 ,exception ,= purposes ( p>agraph 7#a77;,d77ii71 in/allation ( gas-fir$ appliances %all comply ) requirem5ts ( ! ,national ,fuel ,gas ,code 7,,ansi ,z#bbc4a_/,,nfpa #ed7 & applicable in/allation requirem5ts 9 lieu ( p]=mance ( combu/ion te/s outside ^? requir$ by ! ,national ,fuel ,gas ,code 7#bjab ,edition7 & ! ,int]national ,fuel ,gas ,code 7#bjab ,edition74 7e7 ,en]gy use r$uction 7#a7 ,det]m9ation ( en]gy use r$uction 7,a7 ,9 g5]al ,! r$uction 9 en]gy use = any resid5ce %all be det]m9$ by model+ ! annual pr$ict$ p]c5tage r$uction 9 total en]gy consumption or co/s = heat+1 cool+1 hot wat]1 & p]man5t light+4 ,x %all be model$ us+ comput] model+ s(tw>e approv$ "u subsection 7d77#b7 & calibrat$ accord+ to subp>agraph 7,c7 ( ?is p>agraph4 7,b7 ,en]gy co/s ,= ! purposes ( subp>agraph 7,a71 ! en]gy co/ p] unit ( fuel = ea* fuel type %all be det]m9$ by divid+ ! total actual en]gy bill 7subtract+ taxes & fees7 = ! resid5ce = t fuel type = ! mo/ rec5t available #ab-mon? p]iod by ! total en]gy units ( t fuel type us$ ov] ! same p]iod4 7,c7 ,basel9e en]gy use ,= ! purposes ( subp>agraph 7,a71 ! s(tw>e model t e/abli%es ! basel9e en]gy use & pr$ict$ en]gy sav+s %all be calibrat$ accord+ to ! proc$ures set =? 9 sections #c & #d ( ,,ansi_/,,bpi ,/&>d ,,bpi-#bdjj-,s-#bjab3 ,/&>d ,practice = ,/&>diz$ ,qualification ( ,:ole-,h\se ,en]gy ,sav+s ,pr$ictions by ,calibration to ,en]gy ,use ,hi/ory1 or an equival5t /&>d approv$ by ! ,secret>y = ?is purpose4 7#b7 ,docum5tation ,! p]c5t improvem5t 9 en]gy consumption calculat$ "u ?is section %all be docum5t$ ?r\gh model+ s(tw>e describ$ 9 subsection 7d77#b74 7#c7 ,monitor+ ,! ,secret>y-- 7,a7 %all p]iodically evaluate ! s(tw>e packages us$ = det]m9+ rebates "u ?is section2 7,b7 %all monitor & comp>e ! pr$ictions to ! real en]gy data1 & bas$ on ! results1 create p]=mance crit]ia to all[ or disall[ ! s(tw>e2 & 7,c7 may disall[ ! use ( s(tw>e programs t improp]ly assess en]gy sav+s4 7#d7 ,c]tificate ( retr(it p]=mance ,! ,secret>y %all e/abli% a sy/em = di/ribution ( a c]tificate ( p]=mance ) ! issuance ( a rebate t c]tifies ! pr$ict$ level ( en]gy use r$uction a*iev$ by ! retr(it4 ,! c]tificate w be provid$ to ! rebate recipi5t4 ,if ! recipi5t is ! contractor "u ! t]ms ( section #g1 ! contractor %all remit ! c]tificate to ! home[n]1 to be deliv]$ or po/m>k$ n lat] ?an #cj days aft] ! contractor's receipt ( ! c]tificate4 7#e7 ,exception ,! ,secret>y %all n utilize ! au?ority provid$ "u ?is ,act to-- 7,a7 develop1 adopt1 or implem5t a public label+ sy/em t rates & comp>es ! en]gy p]=mance ( "o home ) ano!r2 or 7,b7 require ! public disclosure ( an en]gy p]=mance evaluation or rat+ develop$ = any specific home4 ,no?+ 9 ?is p>agraph %all preclude ! computation1 collection1 or use1 by ! ,secret>y1 rebate aggregators1 or quality assurance provid]s1 or ! ,/ates or ,indian tribes1 = ! purposes ( ga!r+ in=mation on ! rat+ & comp>ison ( ! en]gy p]=mance ( homes ) & )\t en]gy effici5cy retr(its4 7f7 ,qualification = rebate ,on submission ( a claim = a retr(it rebate by a rebate aggregator to ! sy/em e/abli%$ "u section #e1 ! ,secret>y %all provide reimbursem5t to ! rebate aggregator1 if-- 7#a7 ! retr(it is a qualifi$ home en]gy effici5cy retr(it2 7#b7 ! am\nt ( ! reimbursem5t is n m ?an ! am\nt describ$ 9 subsection 7b72 7#c7 docum5tation requir$ to v]ify ! claim is transmitt$ ) ! claim2 & 7#d7 any quality assurance assessm5t requir$ "u subsection 7b77#b77;,b7 has be5 complet$4 7g7 ,home[n] compla9ts 7#a7 ,9 g5]al ,a home[n] may make a compla9t "u ! quality assurance program dur+ ! #a-ye> w>ranty p]iod t compliance ) ! quality assurance requirem5ts ( ?is section has n be5 a*iev$4 7#b7 ,v]ification 7,a7 ,9 g5]al ,! quality assurance program %all provide t1 on receiv+ a compla9t "u p>agraph 7#a71 an indep5d5t quality assurance provid] %all conduct field v]ification on ! retr(it "w p]=m$ by ! contractor4 7,b7 ,adm9i/ration ,a v]ification "u ?is p>agraph %all be correct$ 9 accordance ) subsection 7f77#d74 7h7 ,audits 7#a7 ,9 g5]al ,on mak+ paym5t = a submission "u ?is section1 ! ,secret>y %all review rebate reque/s to det]m9e :e!r program requirem5ts 7 met 9 all respects4 7#b7 ,incorrect paym5t ,on a det]m9ation ( ! ,secret>y "u p>agraph 7#a7 t a paym5t 0 made incorrectly to a p>ty1 ! ,secret>y may-- 7,a7 rec\p ! am\nt ( ! incorrect paym5t2 or 7,b7 )hold ! am\nt ( ! incorrect paym5t f ! next paym5t made to ! p>ty pursuant to a subsequ5t reque/4 7i7 ,inc5tives ,! am\nt ( inc5tives t ! ,secret>y may provide to quality assurance provid]s & rebate aggregators "u ?is ,act %all be-- 7#a7 #be = ea* rebate review & submission provid$ "u ! program2 7#b7 #bej = ea* field inspection conduct$ "u ! program2 or 7#c7 su* o!r am\nts z ! ,secret>y consid]s necess>y to c>ry out ! quality assurance provisions ( ?is ,act4 #i4 ,grants to ,/ates & ,indian tribes 7a7 ,9 g5]al ,a ,/ate or ,indian tribe t receives a grant "u subsection 7d7 %all be p]mitt$ to use ! grant =-- 7#a7 adm9i/rative co/s2 7#b7 ov]sight ( quality assurance plans2 7#c7 developm5t ( a quality assurance program2 7#d7 e/abli%m5t & deliv]y ( f9anc+ pilots 9 accordance ) ?is ,act2 7#e7 coord9ation ) exi/+ resid5tial retr(it programs & infra/ructure developm5t to assi/ deploym5t ( ! ,home ,en]gy ,sav+s ,retr(it ,rebate ,program2 & 7#f7 ! co/s ( c>ry+ out ! responsibilities ( ! ,/ate or ,indian tribe "u ! ,home ,en]gy ,sav+s ,retr(it ,rebate ,program4 7b7 ,initial grants ,n lat] ?an #fj days aft] receipt ( a complet$ application = a grant "u ?is section1 ! ,secret>y %all ei!r make ! grant or provide to ! applicant an explanation = d5y+ ! grant4 7c7 ,indian tribes ,! ,secret>y %all res]ve an appropriate am\nt ( fund+ to be made available to c>ry out ?is section = ea* fiscal ye> to make grants available to ,indian tribes "u ?is section4 7d7 ,/ate allotm5ts ,f ! am\nts made available to c>ry out ?is section = ea* fiscal ye> rema9+ aft] ! res]vation requir$ "u subsection 7c71 ! ,secret>y %all make grants available to ,/ates 9 accordance ) section #ae4 7e7 ,quality assurance programs 7#a7 ,9 g5]al ,a ,/ate or ,indian tribe may use a grant made "u ?is section to c>ry out a quality assurance program t is-- 7,a7 op]at$ z "p ( a ,/ate or local gov]nm5t approv$ en]gy cons]vation plan e/abli%$ "u "p ,d ( title ,,iii ( ! ,en]gy ,policy & ,cons]vation ,act 7#db ,u4,s4,c4 #fcba et seq472 7,b7 manag$ by ! (fice or ! designee ( ! (fice t is-- 7i7 responsible = ! developm5t ( ! plan "u section #cfb ( t ,act 7#db ,u4,s4,c4 #fcbb72 & 7ii7 to ! maximum ext5t practicable conduct+ an exi/+ en]gy effici5cy program2 & 7,c7 9 ! case ( a grant made to an ,indian tribe1 manag$ by an entity designat$ by ! ,indian tribe to c>ry out a quality assurance program or a national quality assurance program manag]4 7#b7 ,noncompliance ,if ! ,secret>y det]m9es t a ,/ate or ,indian tribe has n provid$ or _c provide adequate ov]sight ov] a quality assurance program to ensure compliance ) ?is ,act1 ! ,secret>y may-- 7,a7 )hold fur!r quality assurance funds f ! ,/ate or ,indian tribe2 & 7,b7 require t quality assurance provid]s op]at+ 9 ! ,/ate or by ! ,indian tribe be ov]se5 by a national quality assurance program manag] select$ by ! ,secret>y4 7f7 ,implem5tation ,a ,/ate or ,indian tribe t receives a grant "u ?is section may implem5t a quality assurance program ?r\gh ! ,/ate1 ! ,indian tribe1 or a ?ird p>ty designat$ by ! ,/ate or ,indian tribe1 includ+-- 7#a7 an en]gy s]vice company2 7#b7 an electric utility2 7#c7 a natural gas utility2 7#d7 a ?ird-p>ty adm9i/rator designat$ by ! ,/ate or ,indian tribe2 or 7#e7 a unit ( local gov]nm5t4 7g7 ,public-,private p>tn]%ips ,a ,/ate or ,indian tribe t receives a grant "u ?is section is enc\rag$ to =m p>tn]%ips ) utilities1 en]gy s]vice companies1 & o!r entities-- 7#a7 to assi/ 9 m>ket+ a program2 7#b7 to facilitate consum] f9anc+2 7#c7 to assi/ 9 implem5tation ( ! ,home ,en]gy ,sav+s ,retr(it ,rebate ,program1 includ+ in/allation ( qualifi$ home en]gy effici5cy retr(its2 & 7#d7 to assi/ 9 implem5t+ quality assurance programs4 7h7 ,coord9ation ( rebate & exi/+ ,/ate-,sponsor$ programs 7#a7 ,9 g5]al ,a ,/ate or ,indian tribe %all1 to ! maximum ext5t practicable1 prev5t duplication ?r\gh coord9ation ( a program au?oriz$ "u ?is ,act )-- 7,a7 ! ,en]gy ,/> appliance rebates program au?oriz$ "u ! ,am]ican ,recov]y & ,re9ve/m5t ,act ( #bjji 7,public ,law #aaa-e2 #abc2 ,/at4 #aae72 & 7,b7 comp>able programs plann$ or op]at$ by ,/ates1 political subdivisions1 electric & natural gas utilities1 ,f$]al p[] m>ket+ adm9i/rations1 & ,indian tribes4 7#b7 ,exi/+ programs ,9 c>ry+ out ?is subsection1 a ,/ate or ,indian tribe %all-- 7,a7 give priority to-- 7i7 compreh5sive retr(it programs 9 exi/5ce on ! date ( enactm5t ( ?is ,act1 includ+ programs "u ! sup]vision ( ,/ate utility regulators2 & 7ii7 us+ funds made available "u ?is ,act to enhance & ext5d exi/+ programs2 & 7,b7 seek to enhance & ext5d exi/+ programs by coord9at+ ) adm9i/rators ( ! programs4 #aj4 ,quality assurance program 7a7 ,9 g5]al ,z "p ( a grant application describ$ 9 section #i7;b71 a ,/ate or ,indian tribe %all submit to ! ,secret>y a plan to implem5t a quality assurance program t cov]s all f$]ally assi/$ resid5tial effici5cy retr(it "w adm9i/]$1 sup]vis$1 or sponsor$ by ! ,/ate or ,indian tribe4 7b7 ,implem5tation ,! ,/ate or ,indian tribe %all-- 7#a7 develop a quality assurance program 9 consultation ) indu/ry /akehold]s1 includ+ repres5tatives ( effici5cy program manag]s1 contractors1 & environm5tal1 en]gy effici5cy1 & labor organizations2 & 7#b7 implem5t ! quality assurance program n lat] ?an #ahj days aft] receipt ( a grant "u section #i4 7c7 ,compon5ts ,! quality assurance program e/abli%$ "u ?is section %all include-- 7#a7 ma9t5ance ( a li/ ( qualifi$ contractors au?oriz$ to p]=m su* retr(it "w z describ$ 9 section #d2 & 7#b7 non-b9d+ t>gets & reali/ic plans =-- 7,a7 ! recruitm5t ( small m9ority-own$ or wom5-own$ bus9ess ent]prises2 & 7,b7 ! employm5t ( graduates ( tra9+ programs t prim>ily s]ve l[-income populations ) a m$ian income t is bel[ #bjj p]c5t ( ! pov]ty l9e 7z def9$ 9 section #fgc7b7 ( ! ,community ,s]vices ,block ,grant ,act 7#db ,u4,s4,c4 #iijb7b771 includ+ any revision requir$ by t section7 by p>ticipat+ contractors4 7d7 ,noncompliance ,if ! ,secret>y det]m9es t a ,/ate or ,indian tribe has n tak5 ! /eps requir$ "u ?is section1 ! ,secret>y %all provide to ! ,/ate or ,indian tribe a p]iod ( at lea/ #ij days to comply be=e susp5d+ ! p>ticipation ( ! ,/ate or ,indian tribe 9 ! program4 #aa4 ,evaluation report to ,congress 7a7 ,9 g5]al ,n lat] ?an #a ye> aft] ! date ( enactm5t ( ?is ,act & annually !reaft] until ! t]m9ation ( ! program "u ?is ,act1 ! ,secret>y %all submit to ! ,committee on ,en]gy & ,natural ,res\rces ( ! ,s5ate & ! ,committee on ,en]gy & ,comm]ce ( ! ,h\se ( ,repres5tatives a report on ! use ( funds "u ?is ,act4 7b7 ,cont5ts ,! report submitt$ "u subsection 7a7 %all evaluate-- 7#a7 h[ _m eligible p>ticipants h p>ticipat$ 9 ! program2 7#b7 h[ _m jobs h be5 creat$ ?r\gh ! program1 directly & indirectly2 7#c7 :at /eps c\ld be tak5 to promote fur!r deploym5t ( en]gy effici5cy & r5ewable en]gy retr(its2 7#d7 ! quantity ( v]ifiable en]gy sav+s1 home[n] en]gy bill sav+s1 & o!r b5efits ( ! program2 7#e7 any wa/e1 fraud1 or abuse ) respect to su* funds2 & 7#f7 any o!r in=mation ! ,secret>y consid]s appropriate4 7c7 ,noncompliance ,! ,secret>y %all require rebate aggregators1 ,/ates1 & ,indian tribes to provide ! in=mation requir$ to enable ! ,secret>y to c>ry out ?is section4 ,if ! ,secret>y det]m9es t a rebate aggregator1 ,/ate1 or ,indian tribe has n provid$ su* in=mation on a timely basis1 ! ,secret>y %all provide to ! rebate aggregator1 ,/ate1 or ,indian tribe a p]iod ( at lea/ #ij days to provide any necess>y in=mation1 subject to )hold+ ( funds or r$uction ( future grant am\nts1 or dec]tification ( rebate aggregators4 #ab4 ,adm9i/ration 7a7 ,9 g5]al ,subject to section #ae7;b71 n lat] ?an #cj days aft] ! date ( enactm5t ( ?is ,act1 ! ,secret>y %all provide su* adm9i/rative & te*nical support to rebate aggregators1 ,/ates1 & ,indian tribes z is necess>y to c>ry out ?is ,act4 7b7 ,appo9tm5t ( p]sonnel ,not)/&+ ! provisions ( title #e1 ,unit$ ,/ates ,code1 gov]n+ appo9tm5ts 9 ! competitive s]vice & ,g5]al ,s*$ule classifications & pay rates1 ! ,secret>y may appo9t su* pr(essional & adm9i/rative p]sonnel z ! ,secret>y consid]s necess>y to c>ry out ?is ,act4 7c7 ,rate ( pay ,! rate ( pay = a p]son appo9t$ "u subsection 7b7 %all n exce$ ! maximum rate payable = ,,gs-#ae ( ! ,g5]al ,s*$ule "u *apt] #ec ( title #e1 ,unit$ ,/ates ,code4 7d7 ,consultants ,not)/&+ section #cjc ( ! ,f$]al ,prop]ty & ,adm9i/rative ,s]vices ,act ( #aidi 7#da ,u4,s4,c4 #bec71 ! ,secret>y may reta9 su* consultants on a noncompetitive basis z ! ,secret>y consid]s necess>y to c>ry out ?is ,act4 7e7 ,contract+ ,9 c>ry+ out ?is ,act1 ! ,secret>y may waive all or "p ( any provision ( ! ,competition 9 ,contract+ ,act ( #aihd 7,public ,law #ih-cfi2 #ih ,/at4 #aage71 an am5dm5t made by t ,act1 or ! ,f$]al ,acquisition ,regulation on a det]m9ation t circum/ances make compliance ) ! provisions contr>y to ! public int]e/4 7f7 ,in=mation collection ,! ,secret>y %all e/abli%1 & make available to home[n]s1 or ! home[n]'s designat$ repres5tative1 seek+ a rebate "u ?is ,act1 release =ms au?oriz+ access by ! ,secret>y1 or ! ,secret>y's designat$ ?ird p>ty repres5tative1 to in=mation 9 ! utility bills ( ! home[n]4 ,! =m %all n include ! home[n]'s "n1 address1 or social security numb]1 or any o!r p]sonal id5tify+ in=mation designat$ by ! ,secret>y4 #ac4 ,treatm5t ( rebates 7a7 ,9 g5]al ,= purposes ( ! ,int]nal ,rev5ue ,code ( #aihf1 rebates receiv$ = a qualifi$ home en]gy effici5cy retr(it "u ?is ,act-- 7#a7 %all n be consid]$ taxable income to a home[n]2 & 7#b7 %all prohibit ! consum] f apply+ = a tax cr$it all[$ "u section #be;,c or #be;,d ( t ,code = ! same retr(it "w p]=m$ 9 ! home ( ! home[n]1 unless ! "w is additional1 & n includ$ 9 ! rebate basel9e4 7b7 ,notice 7#a7 ,9 g5]al ,a p>ticipat+ contractor %all provide notice to a home[n] ( ! provisions ( subsection 7a7 be=e eligible "w is p]=m$ 9 ! home ( ! home[n]4 7#b7 ,notice 9 rebate =m ,a home[n] %all be notifi$ ( ! provisions ( subsection 7a7 9 ! appropriate rebate =m develop$ by ! ,secret>y1 9 consultation ) ! ,secret>y ( ! ,treasury4 #ad4 ,p5alties 7a7 ,9 g5]al ,x %all be unlawful = any p]son to violate ?is ,act 7includ+ any regulation issu$ "u ?is ,act71 o!r ?an a violation z ! result ( a cl]ical error4 7b7 ,civil p5alty ,9 addition to any p5alty applicable "u o!r ,f$]al law = fraud or o!r crimes1 any p]son :o commits a violation ( ?is ,act %all be liable to ! ,unit$ ,/ates = a civil p5alty 9 an am\nt t is n m ?an ! high] (-- 7#a7 #ae1jjj = ea* violation2 or 7#b7 #c times ! value ( any associat$ rebate "u ?is ,act4 7c7 ,adm9i/ration ,! ,secret>y may-- 7#a7 assess & compromise a p5alty impos$ "u subsection 7b72 & 7#b7 require f any entity ! records & inspections necess>y to en=ce ?is ,act4 #ae4 ,fund+ 7a7 ,au?orization ( appropriations 7#a7 ,9 g5]al ,!re are au?oriz$ to be appropriat$ to ! ,secret>y to c>ry out ?is ,act #ejj1jjj1jjj = ea* ( fiscal ye>s #bjad ?r\gh #bjag1 to rema9 available until exp5d$4 7#b7 ,ma9t5ance ( fund+ ,funds provid$ "u ?is section %all supplem5t & n supplant any ,f$]al & ,/ate fund+ provid$ to c>ry out en]gy effici5cy programs 9 exi/5ce on ! date ( enactm5t ( ?is ,act4 7b7 ,grants to ,/ates 7#a7 ,9 g5]al ,( ! am\nts provid$ "u subsection 7a71 n m ?an #f p]c5t %all be us$ to c>ry out section #i4 7#b7 ,di/ribution to /ate en]gy (fices ,n lat] ?an #de days aft] ! date ( enactm5t ( ?is ,act1 ! ,secret>y %all det]m9e a =mula to provide funds describ$ 9 p>agraph 7#a7 to ,/ate en]gy (fices1 9 accordance ) ! allocation =mula = ,/ate en]gy cons]vation plans e/abli%$ "u "p ,d ( title ,,iii ( ! ,en]gy ,policy & ,cons]vation ,act 7#db ,u4,s4,c4 #fcba et seq474 7c7 ,track+ ( rebates & exp5ditures ,( ! am\nt provid$ "u subsection 7a71 n m ?an #b4e p]c5t are au?oriz$ to be appropriat$ to ! ,secret>y to be us$ = co/s associat$ ) track+ rebates & exp5ditures ?r\gh ! ,f$]al ,rebate ,process+ ,sy/em "u ?is ,act1 te*nical assi/ance to ,/ates1 & relat$ adm9i/rative co/s incurr$ by ! ,secret>y4 7d7 ,program review & back/op fund+ 7#a7 ,9 g5]al ,n lat] ?an #ahj days aft] ! date ( enactm5t ( ?is ,act1 ! ,secret>y %all p]=m a ,/ate-by-,/ate analysis & review ! di/ribution ( ,home ,en]gy ,sav+s ,retr(it ,rebates "u ?is ,act4 7#b7 ,adju/m5t ,! ,secret>y may allocate te*nical assi/ance fund+ to assi/ ,/ates t h n suffici5tly b5efitt$ f ! ,home ,en]gy ,sav+s ,retr(it ,rebate ,program4 7e7 ,return ( undisburs$ funds ,if ! ,secret>y has n disburs$ all ! funds available = rebates "u ! ,home ,en]gy ,sav+s ,retr(it ,rebate ,program by ,septemb] #cj1 #bjag1 any undisburs$ funds %all be return$ to ! ,treasury4