,,ii  #aag? ,,congress  #a/ ,session    
,s4 #agfh  ,,9 ,,! ,,s5ate ,,( ,,!      
,,unit$ ,,/ates  ,may #bj1 #bjba,mr4    
,van ,holl5 7= himself1 ,mrs4 ,%ahe51 & 
,mr4 ,coons7 introduc$ ! foll[+ bill2   
:i* 0 read twice & ref]r$ to !          
,committee on ,f9ance  ,a ,,bill  ,to   
make grants to support onl9e tra9+ (    
resid5tial contractors & rebates = !    
en]gy effici5cy upgrades ( homes &      
multifamily build+s1 & = o!r purposes4  
#a4 ,%ort title2 table ( cont5ts  7a7   
,%ort title ,?is ,act may be cit$ z !   
,,hope = ,,homes ,act ( #bjba4  7b7     
,table ( cont5ts ,! table ( cont5ts =   
?is ,act is z foll[s3 ,sec4 #a4 ,%ort   
title2 table ( cont5ts4,sec4 #b4        
,def9itions4,title ,i--,,hope           
,training,sec4 #aja4 ,notice = ,,hope   
,qualification tra9+ & grants4,sec4     
#ajb4 ,c\rse crit]ia4,sec4 #ajc4 ,,hope 
,qualification4,sec4 #ajd4 ,grants4,sec4
 #aje4 ,au?orization (                  
appropriations4,title ,,ii--,home ,en]gy
 ,sav+s ,retr(it ,rebate ,program,sec4  

#bja4 ,e/abli%m5t ( ,home ,en]gy ,sav+s 
,retr(it ,rebate ,program4,sec4 #bjb4   
,p>tial sy/em rebates4,sec4 #bjc4 ,/ate 
adm9i/]$ rebates = home en]gy effici5cy 
retr(its4,sec4 #bjd4 ,/ate adm9i/]$     
rebates = r$uctions 9 home en]gy use n  
measur$ by met]s4,sec4 #bje4 ,/ate      
adm9i/]$ rebates = multifamily build+   
en]gy effici5cy retr(its4,sec4 #bjf4    
,special provisions = mod]ate income    
h\seholds & multifamily build+s4,sec4   
#bjg4 ,coord9ation ( rebate & exi/+     
,/ate-,sponsor$ or utility-,sponsor$    
programs4,sec4 #bjh4 ,consum] access to 
electric en]gy & natural gas            
in=mation4,sec4 #bji4 ,evaluation       
reports to ,congress4,sec4 #baj4        
,adm9i/ration4,sec4 #baa4 ,treatm5t (   
rebates4,sec4 #bab4 ,au?orization (     
appropriations4,title ,,iii--,g5]al     
provisions,sec4 #cja4 ,appo9tm5t (      
p]sonnel4,sec4 #cjb4 ,ma9t5ance ( fund+4
  #b4 ,def9itions ,9 ?is ,act3 7#a7     
,aggregator ,! t]m aggregator means a   
gas utility1 electric utility1 or       

comm]cial1 nonpr(it1 or gov]nm5t entity 
t may receive rebates provid$ "u a ,/ate
 program "u ?is ,act = "o or m          
portfolios1 consi/+ ( "o or m en]gy     
effici5cy retr(its4  7#b7 ,contractor   
c]tification ,! t]m contractor          
c]tification means an indu/ry recogniz$ 
c]tification t may be obta9$ by a       
resid5tial contractor to advance !      
exp]tise & education ( ! contractor 9   
en]gy effici5cy retr(its ( resid5tial   
build+s1 includ+-- 7,a7 a c]tification  
provid$ by-- 7i7 ! ,build+ ,p]=mance    
,in/itute2  7ii7 ! ,air ,condition+     
,contractors ( ,am]ica2  7iii7 !        
,national ,com=t ,in/itute2  7iv7 !     
,nor? ,am]ican ,te*nician ,excell5ce2   
7v7 ,,resnet2  7vi7 ! ,unit$ ,/ates     
,gre5 ,build+ ,c\ncil2 or  7vii7 ,home  
,innovation ,rese>* ,labs2 &  7,b7 any  
o!r c]tification ! ,secret>y det]m9es   
appropriate = purposes ( ! ,home ,en]gy 
,sav+s ,retr(it ,rebate ,program4  7#c7 
,contractor company ,! t]m contractor   
company means a company-- 7,a7 ! bus9ess

 ( :i* is to provide s]vices to         
resid5tial build+ own]s ) respect to    
,,hvac sy/ems1 insulation1 air seal+1 or
 o!r s]vices t are approv$ by !         
,secret>y2  7,b7 t holds ! lic5ses &    
insurance requir$ by ! ,/ate 9 :i* !    
company provides s]vices2 &  7,c7 t     
provides s]vices = :i* a rebate may be  
provid$ pursuant to ! ,home ,en]gy      
,sav+s ,retr(it ,rebate ,program4  7#d7 
,electric consum] ,! t]m electric       
consum] has ! mean+ giv5 su* t]m 9      
section #c ( ! ,public ,utility         
,regulatory ,policies ,act ( #aigh 7#af 
,u4,s4,c4 #bfjb74  7#e7 ,electric       
utility ,! t]m electric utility has !   
mean+ giv5 su* t]m 9 section #c ( !     
,public ,utility ,regulatory ,policies  
,act ( #aigh 7#af ,u4,s4,c4 #bfjb74     
7#f7 ,en]gy audit ,! t]m en]gy audit    
means an inspection1 survey1 & analysis 
( ! en]gy use ( a build+1 includ+ !     
build+ envelope & ,,hvac sy/em4  7#g7   
,gas consum] ,! t]m gas consum] has !   
mean+ giv5 su* t]m 9 section #cjb ( !   

,public ,utility ,regulatory ,policies  
,act ( #aigh 7#ae ,u4,s4,c4 #cbjb74     
7#h7 ,gas utility ,! t]m gas utility has
 ! mean+ giv5 su* t]m 9 section #cjb ( !
 ,public ,utility ,regulatory ,policies 
,act ( #aigh 7#ae ,u4,s4,c4 #cbjb74     
7#i7 ,home ,! t]m home means a build+ ) 
no m ?an #d dwell+ units1 or a          
manufactur$ h\s+ unit1 includ+ units    
built be=e ,june #ae1 #aigf1 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 ( ! ye>4  7#aj7 ,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 #bja4  7#aa7 ,home[n] ,! t]m    
home[n] means ! own] ( an own]-occupi$  
home or a t5ant-occupi$ home4  7#ab7    
,home valuation c]tification ,! t]m home
 valuation c]tification means "o ( !    
foll[+ home assessm5ts3 7,a7 ,home      
,en]gy ,score4  7,b7 ,,pe>l             

,c]tification4  7,c7 ,national ,gre5    
,build+ ,/&>d4  7,d7 ,,le$4  7,e7 ,any  
o!r assessm5t ! ,secret>y det]m9es to be
 appropriate4  7#ac7 ,,hope             
,qualification ,! t]m ,,hope            
,qualification means ! qualification    
describ$ 9 section #ajc4  7#ad7 ,,hope  
tra9+ cr$it ,! t]m ,,hope tra9+ cr$it   
means a ,,hope tra9+ task cr$it or a    
,,hope tra9+ supplem5tal cr$it4  7#ae7  
,,hope tra9+ task cr$it ,! t]m ,,hope   
tra9+ task cr$it means a cr$it describ$ 
9 section #ajb7;a74  7#af7 ,,hope tra9+ 
supplem5tal cr$it ,! t]m ,,hope tra9+   
supplem5tal cr$it means a cr$it describ$
 9 section #ajb7;b74  7#ag7 ,,hvac sy/em
 ,! t]m ,,hvac sy/em means a sy/em--    
7,a7 consi/+ ( a heat+ compon5t1 a      
v5tilation compon5t1 & an air-condition+
 compon5t2 &  7,b7 :i* compon5ts may    
include c5tral air condition+1 a heat   
pump1 a furnace1 a boil]1 a ro(top unit1
 & a w9d[ unit4  7#ah7 ,measur$ p]=mance
 home rebate ,! t]m measur$ p]=mance    
home rebate means a rebate provid$ 9    

accordance ) section #bjc & describ$ 9  
subsection 7e7 ( t section4  7#ai7      
,measur$ p]=mance multifamily build+    
rebate ,! t]m measur$ p]=mance          
multifamily build+ rebate means a rebate
 provid$ 9 accordance ) section #bje &  
describ$ 9 subsection 7e7 ( t section4  
7#bj7 ,met] ,! t]m met] means a device t
 measures & records en]gy usage data at 
any int]val4  7#ba7 ,model$ p]=mance    
home rebate ,! t]m model$ p]=mance      
rebate means a rebate provid$ 9         
accordance ) section #bjc & describ$ 9  
subsection 7d7 ( t section4  7#bb7      
,model$ p]=mance multifamily build+     
rebate ,! t]m model$ p]=mance           
multifamily build+ rebate means a rebate
 provid$ 9 accordance ) section #bje &  
describ$ 9 subsection 7d7 ( t section4  
7#bc7 ,mod]ate income ,! t]m mod]ate    
income means1 ) respect to a h\sehold1 a
 h\sehold ) an annual income t is less  
?an #hj p]c5t ( ! area m$ian income1 z  
det]m9$ annually by ! ,dep>tm5t ( ,h\s+ 
& ,urban ,developm5t4  7#bd7            

,multifamily build+ ,! t]m multifamily  
build+ means a build+ ) #e or m dwell+  
units4  7#be7 ,p>tial sy/em rebate ,!   
t]m p>tial sy/em rebate means a rebate  
provid$ 9 accordance ) section #bjb4    
7#bf7 ,retail electric en]gy in=mation  
,! t]m retail electric en]gy in=mation  
means-- 7,a7 ! electric en]gy usage ( an
 electric consum] ov] a "t int]val1 z   
measur$ & record$ by ! applicable met]2 
7,b7 ! retail electric en]gy prices or  
rates appli$ to ! electric en]gy usage =
 ! "t int]val describ$ 9 subp>agraph    
7,a7 = ! electric consum]2  7,c7 ! co/ (
 s]vice provid$ to an electric consum]1 
z display$ on bill+ in=mation provid$ to
 su* electric consum]2 &  7,d7 9 ! case 
( nonresid5tial electric met]s1 any o!r 
electrical in=mation t ! met] is        
programm$ to record t is us$ = bill+    
purposes 7su* z dem& measur$ 9 kil[atts1
 voltage1 frequ5cy1 curr5t1 & p[]       
factor74  7#bg7 ,retail natural gas     
in=mation ,! t]m retail natural gas     
in=mation means-- 7,a7 ! natural gas    

usage ( a gas consum]1 z measur$ &      
record$ by ! applicable gas utility2    
7,b7 ! retail natural gas prices or     
rates appli$ to ! natural gas usage     
describ$ 9 subp>agraph 7,a7 = ! gas     
consum]2  7,c7 ! co/ ( s]vice provid$ to
 a gas consum]1 z display$ on bill+     
in=mation provid$ to su* gas consum]2 & 
7,d7 9 ! case ( nonresid5tial natural   
gas met]s1 any o!r in=mation t ! met] is
 programm$ to record t is us$ = bill+   
purposes4  7#bh7 ,secret>y ,! t]m       
,secret>y means ! ,secret>y ( ,en]gy4   
7#bi7 ,/ate ,! t]m ,/ate includes-- 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  7#cj7    
,/ate en]gy (fice ,! t]m ,/ate en]gy    
(fice means ! (fice or ag5cy ( a ,/ate  
responsible = develop+ ! ,/ate en]gy    
cons]vation plan = ! ,/ate "u section   

#cfb ( ! ,en]gy ,policy & ,cons]vation  
,act 7#db ,u4,s4,c4 #fcbb74  7#ca7      
,und]s]v$ community ,! t]m und]s]v$     
community means-- 7,a7 a community      
locat$ 9 a ,,zip ,code t includes "o or 
m c5sus tracts t are id5tifi$ z-- 7i7 a 
l[-income community2 or  7ii7 a         
community ( racial or e?nic m9ority     
conc5tration2 or  7,b7 any o!r community
 t ! ,secret>y det]m9es is              
disproportionately vuln]able to1 or be>s
 a disproportionate burd5 (1 any        
comb9ation ( economic1 social1 &        
environm5tal /ressors4  ,i ,,hope ,tra9+
  #aja4 ,notice = ,,hope ,qualification 
tra9+ & grants ,n lat] ?an #cj days aft]
 ! date ( enactm5t ( ?is ,act1 !        
,secret>y1 act+ ?r\gh ! ,director ( !   
,build+ ,te*nologies ,(fice ( !         
,dep>tm5t ( ,en]gy1 %all issue a notice 
t includes-- 7#a7 crit]ia e/abli%$ "u   
section #ajb = approval by ! ,secret>y (
 c\rses = :i* cr$its may be issu$ =     
purposes ( a ,,hope ,qualification2     
7#b7 a li/ ( c\rses t meet su* crit]ia &

 are s approv$2 &  7#c7 in=mation on h[ 
individuals & entities may apply =      
grants "u ?is title4  #ajb4 ,c\rse      
crit]ia  7a7 ,,hope tra9+ task cr$it    
7#a7 ,crit]ia ,! ,secret>y %all e/abli% 
crit]ia = approval ( a c\rse = :i* a    
cr$it1 to be kn[n z a ,,hope tra9+ task 
cr$it1 may be issu$1 includ+ t su*      
c\rse-- 7,a7 is equival5t to at lea/ #cj
 h\rs 9 total c\rse "t2  7,b7 is provid$
 by a provid] accr$it$ by ! ,int]/ate   
,r5ewable ,en]gy ,c\ncil or has o!r     
accr$itation det]m9$ to be equival5t by 
! ,secret>y2  7,c7 is1 ) respect to a   
p>ticul> job1 align$ ) ! relevant       
,national ,r5ewable ,en]gy ,laboratory  
,job ,task ,analysis1 or o!r cr$5tial+  
program f\ndation t helps id5tify !     
necess>y core k areas1 critical "w      
functions1 or skills1 z approv$ by !    
,secret>y2  7,d7 has e/abli%$ le>n+     
objectives2 &  7,e7 includes1 z !       
,secret>y det]m9es appropriate1 an      
appropriate assessm5t ( su* le>n+       
objectives t may include a f9al exam1 to

 be proctor$ on-site or ?r\gh remote    
proctor+1 or an 9-p]son field exam4     
7#b7 ,includ$ c\rses ,! ,secret>y %all  
approve "o or m c\rses t meet ! crit]ia 
describ$ 9 p>agraph 7#a7 = tra9+ relat$ 
to-- 7,a7 contractor c]tification2  7,b7
 en]gy audit+ or assessm5t2  7,c7 home  
en]gy sy/ems 7includ+ ,,hvac sy/ems72   
7,d7 insulation in/allation & air       
leakage control2  7,e7 heal? & safety   
reg>d+ ! in/allation ( en]gy effici5cy  
measures or heal? & safety impacts      
associat$ ) en]gy effici5cy retr(its2   
7,f7 indoor air quality2 &  7,g7 en]gy  
effici5cy retr(its 9 manufactur$ h\s+4  
7b7 ,,hope tra9+ supplem5tal cr$it      
crit]ia ,! ,secret>y %all e/abli%       
crit]ia = approval ( a c\rse = :i* a    
cr$it1 to be kn[n z a ,,hope tra9+      
supplem5tal cr$it1 may be issu$1 includ+
 t su* c\rse provides-- 7#a7 tra9+      
relat$ to-- 7,a7 small bus9ess success1 
includ+ managem5t1 m>ket+1 home en]gy   
effici5cy s(tw>e1 or g5]al acc\nt+      
pr9ciples2  7,b7 ! issuance ( a home    

valuation c]tification2  7,c7 ! use (   
wifi-enabl$ te*nology 9 an en]gy        
effici5cy upgrade2 or  7,d7 und]/&+ &   
be+ able to p>ticipate 9 ! ,home ,en]gy 
,sav+s ,retr(it ,rebate ,program2 &     
7#b7 z ! ,secret>y det]m9es appropriate1
 an appropriate assessm5t ( su* tra9+ t 
may include a f9al exam1 to be proctor$ 
on-site or ?r\gh remote proctor+1 or an 
9-p]son field exam4  7c7 ,exi/+ approv$ 
c\rses ,! ,secret>y may approve a c\rse 
t meets ! applicable crit]ia e/abli%$ "u
 ?is section t is approv$ by !          
applicable ,/ate en]gy (fice or relevant
 ,/ate ag5cy ) ov]sight au?ority =      
resid5tial en]gy effici5cy programs4    
7d7 ,9-,p]son & onl9e tra9+ ,a c\rse    
approv$ pursuant to ?is section %all be 
available onl9e1 except z ne$$ = tra9+  
91 or assess+1 c\rse cont5t1 b may also 
be conduct$ 9-p]son4  #ajc4 ,,hope      
,qualification  7a7 ,issuance ( cr$its  
7#a7 ,9 g5]al ,! ,secret>y1 or an entity
 au?oriz$ by ! ,secret>y pursuant to    
p>agraph 7#b71 may issue-- 7,a7 a ,,hope

 tra9+ task cr$it to any individual t   
completes a c\rse t meets applicable    
crit]ia "u section #ajb2 &  7,b7 a      
,,hope tra9+ supplem5tal cr$it to any   
individual t completes a c\rse t meets !
 applicable crit]ia "u section #ajb4    
7#b7 ,o!r entities ,! ,secret>y may     
au?orize a ,/ate en]gy (fice implem5t+  
an au?oriz$ program "u subsection       
7b77#b71 an organization describ$ 9     
section #ajd7;b71 & any o!r entity !    
,secret>y det]m9es appropriate1 to issue
 ,,hope tra9+ cr$its 9 accordance )     
p>agraph 7#a74  7b7 ,,hope              
,qualification  7#a7 ,9 g5]al ,!        
,secret>y may c]tify t an individual has
 a*iev$ a qualification1 to be kn[n z a 
,,hope ,qualification1 t indicates t !  
individual has receiv$ at lea/ #c ,,hope
 tra9+ cr$its1 ( :i* at lea/ #b %all be 
,,hope tra9+ task cr$its4  7#b7 ,/ate   
programs ,! ,secret>y may au?orize a    
,/ate en]gy (fice to implem5t a program 
to provide ,,hope ,qualifications 9     
accordance ) ?is title4  #ajd4 ,grants  

7a7 ,9 g5]al ,! ,secret>y %all1 to !    
ext5t am\nts are made available 9       
appropriations ,acts = su* purposes1    
provide grants to support ! tra9+ (     
individuals t[>d ! completion ( a ,,hope
 ,qualification4  7b7 ,provid]          
organizations  7#a7 ,9 g5]al ,!         
,secret>y may provide a grant ( up to   
#bj1jjj "u ?is section to an            
organization to provide tra9+ onl9e1    
includ+ e/abli%+1 modify+1 or ma9ta9+ ! 
onl9e sy/ems1 /aff "t1 & s(tw>e & onl9e 
program managem5t1 ?r\gh a c\rse t meets
 ! applicable crit]ia e/abli%$ "u       
section #ajb4  7#b7 ,crit]ia ,9 ord] to 
receive a grant "u ?is subsection1 an   
organization %all be-- 7,a7 a nonpr(it  
organization2  7,b7 an educational      
in/itution2 or  7,c7 an organization t  
has exp]i5ce provid+ tra9+ to           
contractors t "w ) ! wea!rization       
assi/ance program implem5t$ "u "p ,a (  
title ,,iv ( ! ,en]gy ,cons]vation &    
,production ,act 7#db ,u4,s4,c4 #fhfa et
 seq47 or equival5t exp]i5ce1 z det]m9$ 

by ! ,secret>y4  7#c7 ,additional       
c]tifications ,9 addition to any grant  
provid$ "u p>agraph 7#a71 ! ,secret>y   
may provide an organization up to #e1jjj
 = ea* additional c\rse = :i* a ,,hope  
tra9+ cr$it may be issu$ t is (f]$ by ! 
organization4  7c7 ,contractor company  
,! ,secret>y may provide a grant "u ?is 
section ( #a1jjj p] employee to a       
contractor company1 up to a maximum (   
#aj1jjj1 to reimburse ! contractor      
company = tra9+ co/s = employees1 & any 
home te*nology support ne$$ = an        
employee to receive tra9+ pursuant to   
?is section4 ,grant funds provid$ "u ?is
 subsection may be us$ to support wages 
( employees dur+ tra9+4  7d7 ,tra9ees ,!
 ,secret>y may provide a grant ( up to  
#a1jjj "u ?is section to an individual  
:o receives a ,,hope ,qualification4    
7e7 ,/ate en]gy (fice ,! ,secret>y may  
provide a grant "u ?is section to a     
,/ate en]gy (fice ( up to #be1jjj to    
implem5t an au?oriz$ program "u section 
#ajc7;b74  #aje4 ,au?orization (        

appropriations ,!re is au?oriz$ to be   
appropriat$ to c>ry out ?is title       
#ejj1jjj1jjj = ! p]iod ( fiscal ye>s    
#bjbb ?r\gh #bjbg4  ,,ii ,home ,en]gy   
,sav+s ,retr(it ,rebate ,program  #bja4 
,e/abli%m5t ( ,home ,en]gy ,sav+s       
,retr(it ,rebate ,program ,! ,secret>y  
%all e/abli% a program1 to be kn[n z !  
,home ,en]gy ,sav+s ,retr(it ,rebate    
,program1 to-- 7#a7 provide rebates 9   
accordance ) section #bjb2 &  7#b7      
provide grants to ,/ates to c>ry out    
programs to provide rebates 9 accordance
 ?is title4  #bjb4 ,p>tial sy/em rebates
  7a7 ,am\nt ( rebate ,9 c>ry+ out !    
,home ,en]gy ,sav+s ,retr(it ,rebate    
,program1 & subject to ! availability ( 
appropriations = su* purpose1 !         
,secret>y %all provide a home[n] a      
rebate1 to be kn[n z a p>tial sy/em     
rebate1 (1 except z provid$ 9 section   
#bjf-- 7#a7 up to #hjj = ! pur*ase &    
in/allation ( insulation & air seal+ )9 
a home ( ! home[n]2 &  7#b7 up to-- 7,a7
 except z provid$ 9 subp>agraph 7,b71   

#a1ejj =-- 7i7 ! pur*ase & in/allation (
 insulation & air seal+ )9 a home ( !   
home[n]2 &  7ii7 ! replacem5t (-- 7,i7  
an ,,hvac sy/em ( su* home2  7,,ii7 !   
heat+ compon5t ( an ,,hvac sy/em ( su*  
home2 or  7,,iii7 ! cool+ compon5t ( an 
,,hvac sy/em ( su* home2 or  7,b7 #b1ejj
 =-- 7i7 ! pur*ase & in/allation (      
insulation & air seal+ )9 a home ( !    
home[n]2 &  7ii7 ! replacem5t ( ! heat+ 
compon5t ( an ,,hvac sy/em ( su* home   
:]e ! heat+ compon5t in/all$ is an air  
s\rce or gr\nd s\rce heat pump4  7b7    
,specifications  7#a7 ,co/ ,! am\nt ( a 
p>tial sy/em rebate provid$ "u ?is      
section %all1 except z provid$ 9 section
 #bjf1 n exce$ #cj p]c5t ( co/ ( !      
pur*ase & in/allation ( insulation & air
 seal+ "u subsection 7a77#a71 or !      
pur*ase & in/allation ( insulation & air
 seal+ & replacem5t ( an ,,hvac sy/em1 !
 heat+ compon5t ( an ,,hvac sy/em1 or ! 
cool+ compon5t ( an ,,hvac sy/em1 "u    
subsection 7a77#b74 ,labor may be       
includ$ 9 su* co/ b may n exce$-- 7,a7 9

 ! case ( a rebate "u subsection        
7a77#a71 #ej p]c5t ( su* co/2 &  7,b7 9 
! case ( a rebate "u subsection 7a77#b71
 #be p]c5t ( su* co/4  7#b7 ,replacem5t 
( an ,,hvac sy/em1 ! heat+ compon5t ( an
 ,,hvac sy/em1 or ! cool+ compon5t ( an 
,,hvac sy/em ,9 ord] to qualify = a     
p>tial sy/em rebate describ$ 9          
subsection 7a77#b7-- 7,a7 any ,,hvac    
sy/em1 heat+ compon5t ( an ,,hvac sy/em1
 or cool+ compon5t ( an ,,hvac sy/em    
in/all$ %all be ,en]gy ,/> ,mo/         
,effici5t c]tifi$2  7,b7 in/allation (  
su* an ,,hvac sy/em1 ! heat+ compon5t ( 
an ,,hvac sy/em1 or ! cool+ compon5t (  
an ,,hvac sy/em1 %all be complet$ 9     
accordance ) /&>ds specifi$ by !        
,secret>y t are at lea/ z /r+5t z !     
applicable guidel9es ( ! ,air           
,condition+ ,contractors ( ,am]ica t are
 9 effect on ! date ( enactm5t ( ?is    
,act2  7,c7 if ducts are pres5t1        
replacem5t ( an ,,hvac sy/em1 ! heat+   
compon5t ( an ,,hvac sy/em1 or ! cool+  
compon5t ( an ,,hvac sy/em %all include 

duct seal+2 &  7,d7 ! in/allation (     
insulation & air seal+ %all occur )9 #f 
mon?s ( ! replacem5t ( ! ,,hvac sy/em1 !
 heat+ compon5t ( an ,,hvac sy/em1 or ! 
cool+ compon5t ( an ,,hvac sy/em4  7c7  
,additional inc5tives = contractors ,9  
c>ry+ out ! ,home ,en]gy ,sav+s ,retr(it
 ,rebate ,program1 ! ,secret>y may      
provide a #bej paym5t to a contractor p]
 home = :i*-- 7#a7 a p>tial sy/em rebate
 is provid$ "u ?is section = !          
in/allation ( insulation & air seal+1 or
 in/allation ( insulation & air seal+ & 
replacem5t ( an ,,hvac sy/em1 ! heat+   
compon5t ( an ,,hvac sy/em1 or ! cool+  
compon5t ( an ,,hvac sy/em1 by !        
contractor2  7#b7 ! applicable home[n]  
has sign$ & submitt$ to ! ,secret>y a   
release =m made available pursuant to   
section #baj7;b7 au?oriz+ ! contractor  
access1 9 accordance ) guidel9es        
e/abli%$ "u section #bjh7;b71 to        
in=mation 9 ! utility bills ( ! home[n]2
 &  7#c7 ! contractor inputs1 into !    
,dep>tm5t ( ,en]gy's ,build+ ,p]=mance  

,database or a ,/ate database t has an  
agreem5t ) ! ,dep>tm5t ( ,en]gy-- 7,a7 !
 en]gy usage = ! home = ! #ac mon?s     
prec$+1 & ! #bd mon?s foll[+1 !         
in/allation ( insulation & air seal+ or 
in/allation ( insulation & air seal+ &  
replacem5t ( an ,,hvac sy/em1 ! heat+   
compon5t ( an ,,hvac sy/em1 or ! cool+  
compon5t ( an ,,hvac sy/em2  7,b7 a     
description ( su* in/allation or        
in/allation & replacem5t2 &  7,c7 !     
total co/ to ! home[n] = su* in/allation
 or in/allation & replacem5t4  7d7      
,process  7#a7 ,=ms2 rebate process+    
sy/em ,n lat] ?an #ij days aft] ! date (
 enactm5t ( ?is ,act1 ! ,secret>y1 9    
consultation ) ! ,secret>y ( !          
,treasury1 %all-- 7,a7 develop & make   
available rebate =ms requir$ to receive 
a p>tial sy/em rebate "u ?is section2   
7,b7 e/abli% a ,f$]al rebate process+   
sy/em :i* %all s]ve z a database &      
in=mation te*nology sy/em t w all[      
home[n]s to submit requir$ rebate =ms2 &
  7,c7 e/abli% a website t provides     

in=mation on p>tial sy/em rebates       
provid$ "u ?is section1 includ+ h[ to   
det]m9e :e!r p>ticul> measures qualify =
 a rebate "u ?is section & h[ to receive
 su* a rebate4  7#b7 ,submission ( =ms  
,9 ord] to receive a p>tial sy/em rebate
 "u ?is section1 a home[n] %all submit !
 requir$ rebate =ms1 & any o!r in=mation
 ! ,secret>y det]m9es appropriate1 to ! 
,f$]al rebate process+ sy/em e/abli%$   
pursuant to p>agraph 7#a74  7e7 ,fund+  
7#a7 ,limitation ,= ea* fiscal ye>1 !   
,secret>y may n use m ?an #dj p]c5t ( ! 
am\nts made available to c>ry out ?is   
title to c>ry out ?is section4  7#b7    
,allocation ,! ,secret>y %all1 to !     
ext5t practicable1 allocate am\nts made 
available to c>ry out ?is section =     
p>tial sy/em rebates among ! ,/ates us+ 
! same =mula z is us$ to allocate funds 
= ,/ates "u "p ,d ( title ,,iii ( !     
,en]gy ,policy & ,cons]vation ,act 7#db 
,u4,s4,c4 #fcba et seq474  #bjc4 ,/ate  
adm9i/]$ rebates = home en]gy effici5cy 
retr(its  7a7 ,fund+ ,9 c>ry+ out !     

,home ,en]gy ,sav+s ,retr(it ,rebate    
,program1 & subject to ! availability ( 
appropriations = su* purpose1 !         
,secret>y %all provide grants to ,/ates 
to c>ry out programs to provide rebates 
= home en]gy effici5cy retr(its 9       
accordance ) ?is section4  7b7 ,/ate    
p>ticipation  7#a7 ,plan ,9 ord] to     
receive a grant "u ?is section a ,/ate  
%all submit to ! ,secret>y an           
application t includes a plan to        
implem5t a ,/ate program t meets !      
m9imum crit]ia "u subsection 7c74  7#b7 
,approval ,n lat] ?an #fj days aft]     
receipt ( a complet$ application = a    
grant "u ?is section1 ! ,secret>y %all  
ei!r approve ! application or provide to
 ! applicant an explanation = d5y+ !    
application4  7c7 ,m9imum crit]ia =     
,/ate programs ,n lat] ?an #f mon?s aft]
 ! date ( enactm5t ( ?is ,act1 !        
,secret>y %all e/abli% & publi% m9imum  
crit]ia = a ,/ate program to meet to    
qualify = fund+ "u ?is section1         
includ+-- 7#a7 t ! ,/ate program be     

c>ri$ out by ! applicable ,/ate en]gy   
(fice or its designee2  7#b7 t a rebate 
be provid$ "u a ,/ate program only = a  
home en]gy effici5cy retr(it t-- 7,a7 is
 complet$ by a contractor :o meets      
m9imum tra9+ requirem5ts1 c]tification  
requirem5ts1 & o!r requirem5ts e/abli%$ 
by ! ,secret>y2  7,b7 includes          
in/allation ( "o or m home en]gy        
effici5cy retr(it measures t toge!r are 
model$ to a*ieve1 or are %[n to a*ieve1 
! m9imum r$uction requir$ "u ?is        
section-- 7i7 9 home en]gy use2 or  7ii7
 ) respect to a portfolio ( home en]gy  
effici5cy retr(its1 9 aggregat$ home    
en]gy use = su* portfolio2  7,c7 does n 
include in/allation ( any measure t !   
,secret>y det]m9es does n improve :ole  
build+ en]gy p]=mance ( ! home1 su* z a 
pool pump1 pool heat]1 or spa2 &  7,d7  
includes1 aft] in/allation ( !          
applicable home en]gy effici5cy retr(it 
measures1 a te/-out proc$ure conduct$ 9 
accordance ) guidel9es issu$ by !       
,secret>y ( su* measures 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 manufactur]s' in/allation          
specifications2 &  7,,ii7 all applicable
 ,/ate & local codes or equival5t /&>ds 
approv$ by ! ,secret>y2  7#c7 t ! ,/ate 
program utilize-- 7,a7 = purposes (     
model$ p]=mance home rebates1 model+    
s(tw>e1 me?ods1 & proc$ures-- 7i7 =     
det]m9+ & docum5t+ ! r$uctions 9 home   
en]gy use result+ f ! implem5tation ( a 
home en]gy effici5cy retr(it t c be     
calibrat$ to hi/orical en]gy usage = a  
home consi/5t ) ,,bpi #bdjj2  7ii7 t are
 approv$ by ! ,secret>y2  7iii7 t c     
provide evid5ce = necess>y improvem5ts  
to a ,/ate program2 &  7iv7 t c help to 
calibrate models = accuracy2  7,b7 =    
purposes ( measur$ p]=mance home        
rebates1 me?ods & proc$ures approv$ by !
 ,secret>y = det]m9+ & docum5t+-- 7i7 ! 
mon?ly & h\rly 7if available7           
wea!r-normaliz$ basel9e en]gy use ( a   
home2 &  7ii7 ! r$uctions 9 mon?ly &    

h\rly 7if available7 wea!r-normaliz$    
en]gy use ( a home result+ f !          
implem5tation ( a home en]gy effici5cy  
retr(it2 &  7,c7 op5-s\rce advanc$      
measurem5t & v]ification s(tw>e approv$ 
by ! ,secret>y2  7#d7 t ! ,/ate program 
include implem5tation ( a quality       
assurance program-- 7,a7 to ensure t    
home en]gy effici5cy retr(its are a*iev+
 ! /at$ level ( en]gy sav+s1 t effici5cy
 measures 7 in/all$ correctly1 & t "w is
 p]=m$ 9 accordance ) proc$ures develop$
 by ! ,secret>y1 includ+ ?r\gh          
quality-control inspections = a portion 
( home en]gy effici5cy retr(its complet$
 by ea* applicable contractor2 &  7,b7  
"u :i* a quality-control inspection ( a 
home en]gy effici5cy retr(it is p]=m$ by
 a quality assurance provid] :o-- 7i7 is
 indep5d5t ( ! contractor = su* retr(it2
 &  7ii7 w confirm t su* contractor is a
 contractor :o meets ! m9imum           
requirem5ts describ$ 9 p>agraph 7#b72   
7#e7 t1 if ! ,/ate program w provide    
measur$ p]=mance home rebates1 ! ,/ate  

program-- 7,a7 only provide su* a       
measur$ p]=mance home rebate ) respect  
to a home en]gy effici5cy retr(it aft]  
collect+ at lea/ #ac mon?s ( data on    
home en]gy usage aft] completion ( su*  
retr(it2  7,b7 e/abli% & utilize1 9     
accordance ) guidance issu$ by !        
,secret>y1 a maximum fractional sav+s   
unc]ta9ty = any portfolio ( home en]gy  
effici5cy retr(its2 &  7,c7 publicly    
report annual aggregat$ r$uctions 9 home
 en]gy use = homes = :i* measur$        
p]=mance home rebates are provid$2  7#f7
 t ! ,/ate program include proc$ures = a
 home[n] to transf] ! "r to claim a     
rebate to ! contractor p]=m+ !          
applicable home en]gy effici5cy retr(it 
or to an aggregator1 if ! ,/ate program 
w utilize aggregators2  7#g7 t if !     
,/ate program w utilize aggregators to  
facilitate deliv]y ( rebates to home[n]s
 or contractors1 t ! ,/ate program      
include requirem5ts = an entity to be   
eligible to s]ve z an aggregator2  7#h7 
t ! ,/ate program include requirem5ts = 

a home[n]1 contractor1 or aggregator to 
claim a rebate1 includ+ t ! home[n]1    
contractor1 or aggregator submit to !   
,/ate any applicable =ms t are approv$  
by ! ,secret>y1 includ+ a copy ( !      
c]tificate provid$ by ! applicable      
contractor c]tify+ project$ or measur$  
r$uction ( home en]gy use2  7#i7 t !    
,/ate program provide t a home[n]1      
contractor1 or aggregator may claim m   
?an "o rebate "u ! ,/ate program1 & may 
claim a rebate "u ! ,/ate program aft]  
receiv+ a p>tial sy/em rebate "u section
 #bjb1 provid$ t no #b rebates may be   
provid$ ) respect to a home us+ ! same  
basel9e en]gy use ( su* home2 &  7#aj7 t
 ! ,/ate program include a proc$ure =   
provid+1 ) respect to ea* home locat$ 9 
an und]s]v$ community t receives a home 
en]gy effici5cy retr(it = :i* a rebate  
is provid$ "u ! program1 ! contractor   
p]=m+ su* home en]gy effici5cy retr(it1 
or an aggregator :o has ! "r to claim   
su* rebate1 #bjj4  7d7 ,model$ p]=mance 
home rebates  7#a7 ,9 g5]al ,9 c>ry+ out

 a ,/ate program "u ?is section1 a ,/ate
 may provide a home[n]1 contractor1 or  
aggregator a rebate1 to be kn[n z a     
model$ p]=mance home rebate1 = an en]gy 
audit ( a home & a home en]gy effici5cy 
retr(it t is project$1 us+ model+ s(tw>e
 approv$ by ! ,secret>y1 to r$uce home  
en]gy use by at lea/ #bj p]c5t4  7#b7   
,am\nt  7,a7 ,9 g5]al ,except z provid$ 
9 section #bjf1 & subject to subp>agraph
 7,b71 ! am\nt ( a model$ p]=mance home 
rebate provid$ "u a ,/ate program %all  
be equal to n m ?an #ej p]c5t ( ! co/ ( 
! applicable en]gy audit ( a home & home
 en]gy effici5cy retr(it1 includ+ ! co/ 
( diagno/ic proc$ures1 labor1 report+1 &
 model+4  7,b7 ,limitation ,except z    
provid$ 9 section #bjf1 ) respect to an 
en]gy audit & home en]gy effici5cy      
retr(it t is project$ to r$uce home     
en]gy use by-- 7i7 at lea/ #bj p]c5t1 b 
less ?an #ce p]c5t1 ! maximum am\nt ( a 
model$ p]=mance home rebate %all be     
#b1jjj2 &  7ii7 at lea/ #ce p]c5t1 !    
maximum am\nt ( a model$ p]=mance home  

rebate %all be #d1jjj4  7e7 ,measur$    
p]=mance home rebates  7#a7 ,9 g5]al    
7,a7 ,m9imum r$uction 9 home en]gy use  
,9 c>ry+ out a ,/ate program "u ?is     
section1 a ,/ate may provide a home[n]1 
contractor1 or an aggregator a rebate1  
to be kn[n z a measur$ p]=mance home    
rebate1 = a home en]gy effici5cy        
retr(it1 or portfolio ( home en]gy      
effici5cy retr(its1 :]e-- 7i7 = a home  
en]gy effici5cy retr(it t is n "p ( a   
portfolio1 !re is r$uction 9 home en]gy 
use ( at lea/ #ae p]c5t2 &  7ii7 = home 
en]gy effici5cy retr(its t are "p ( a   
portfolio1 !re is an aggregate r$uction 
9 home en]gy use ( at lea/ #ae p]c5t4   
7,b7 ,measur$ r$uction ,= purposes ( a  
measur$ p]=mance home rebate1 r$uctions 
9 home en]gy use %all be measur$-- 7i7  
at ! met]2  7ii7 9 t]ms ( r$uctions 9   
kil[att h\r1 or kil[att h\r-equival5t1  
use2 &  7iii7 us+ me?ods & proc$ures    
approv$ by ! ,secret>y4  7#b7 ,am\nt    
,except z provid$ 9 section #bjf-- 7,a7 
9 ! case ( a home en]gy effici5cy       

retr(it-- 7i7 t is n "p ( a portfolio1 !
 am\nt ( a measur$ p]=mance home rebate 
provid$ "u a ,/ate program %all be n m  
?an #ej p]c5t ( ! direct co/s ( ! home  
en]gy effici5cy retr(it to ! home[n]2 & 
7ii7 t is "p ( a portfolio1 ! aggregat$ 
am\nt = measur$ p]=mance home rebates   
provid$ = su* portfolio "u a ,/ate      
program %all be n m ?an #ej p]c5t ( !   
aggregat$ direct co/s ( ! home en]gy    
effici5cy retr(its t are "p ( !         
portfolio2  7,b7 ! am\nt ( a measur$    
p]=mance home rebate provid$ "u a ,/ate 
program %all be det]m9$-- 7i7 9 ! case (
 a home en]gy effici5cy retr(it t is n  
"p ( a portfolio1 bas$ on ! am\nt t home
 en]gy use = ! home is r$uc$1 provid$   
su* r$uction is at lea/ #ae p]c5t2 &    
7ii7 9 ! case ( a home en]gy effici5cy  
retr(it t is "p ( a portfolio1 bas$ on !
 am\nt t home en]gy use = ! home is     
r$uc$1 reg>dless ( :e!r su* r$uction is 
at lea/ #ae p]c5t2 &  7,c7 ! am\nt ( a  
measur$ p]=mance home rebate provid$ "u 
a ,/ate program %all be det]m9$ us+ a   

paym5t rate p] kil[att h\r or kil[att   
h\r-equival5t ( r$uction 9 home en]gy   
use t is-- 7i7 e/abli%$ by ! ,/ate en]gy
 (fice & approv$ by ! ,secret>y2 &  7ii7
 n m ?an a paym5t rate t w\ld equal1 = a
 #bj p]c5t r$uction 9 av]age home en]gy 
use1 bas$ on ,/ate en]gy data1 a rebate 
( n m ?an #bjjj4  7f7 ,ov]sight ,if !   
,secret>y det]m9es t a ,/ate is n       
implem5t+ a ,/ate program t 0 approv$   
pursuant to subsection 7b7 & t meets !  
m9imum crit]ia "u subsection 7c71 !     
,secret>y may1 aft] provid+ ! ,/ate a   
p]iod ( at lea/ #ij days to meet su*    
crit]ia1 )hold grant funds "u ?is       
section f ! ,/ate4  7g7 ,adm9i/rative   
exp5ses ,a ,/ate may use up to #aj p]c5t
 ( a grant receiv$ "u ?is section = !   
co/s ( adm9i/]+ a ,/ate program approv$ 
pursuant to subsection 7b7 & t meets !  
m9imum crit]ia "u subsection 7c74  #bjd4
 ,/ate adm9i/]$ rebates = r$uctions 9   
home en]gy use n measur$ by met]s  7a7  
,fund+ ,9 c>ry+ out ! ,home ,en]gy      
,sav+s ,retr(it ,rebate ,program1 &     

subject to ! availability (             
appropriations = su* purpose1 !         
,secret>y %all provide grants to ,/ates 
to c>ry out programs t to provide       
rebates 9 accordance ) ?is section =    
home en]gy effici5cy retr(its = :i* !   
r$uctions 9 home en]gy use are n able to
 be model$ or measur$ 9 a mann] t w\ld  
qualify = a rebate "u section #bjc4  7b7
 ,/ate p>ticipation  7#a7 ,plan ,9 ord] 
to receive a grant "u ?is section a     
,/ate %all submit to ! ,secret>y an     
application t includes a plan to        
implem5t a ,/ate program t meets !      
m9imum crit]ia "u subsection 7c74  7#b7 
,approval ,n lat] ?an #fj days aft]     
receipt ( a complet$ application = a    
grant "u ?is section1 ! ,secret>y %all  
ei!r approve ! application or provide to
 ! applicant an explanation = d5y+ !    
application4  7c7 ,crit]ia ,n lat] ?an  
#f mon?s aft] ! date ( enactm5t ( ?is   
,act1 ! ,secret>y %all e/abli% & publi% 
m9imum crit]ia = a ,/ate program to meet
 to qualify = fund+ "u ?is section1     

includ+-- 7#a7 t ! ,/ate program be     
c>ri$ out by ! applicable ,/ate en]gy   
(fice or a designee ) an e/abli%$ hi/ory
 c>ry+ out data-driv51 evaluat$1 &      
v]ifi$ programs2  7#b7 t a rebate be    
provid$ "u a ,/ate program only = a home
 en]gy effici5cy retr(it t-- 7,a7 is    
complet$ by a contractor :o meets m9imum
 tra9+ requirem5ts1 c]tification        
requirem5ts1 & o!r requirem5ts e/abli%$ 
by ! ,secret>y2  7,b7 includes          
in/allation ( "o or m home en]gy        
effici5cy retr(it measures = a home t   
toge!r are %[n to a*ieve1 a m9imum ( a  
#bj p]c5t r$uction 9 home en]gy use f ! 
basel9e en]gy use ( ! home1 :]e su*     
en]gy use is n measur$ ?r\gh a met]2    
7,c7 does n include in/allation ( any   
measure t ! ,secret>y det]m9es does n   
improve :ole build+ en]gy p]=mance ( !  
home1 su* z a pool pump1 pool heat]1 or 
spa2 &  7,d7 includes1 aft] in/allation 
( ! applicable home en]gy effici5cy     
retr(it measures1 a te/-out proc$ure    
conduct$ 9 accordance ) guidel9es issu$ 

by ! ,secret>y ( su* measures 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 manufactur]s' 
in/allation specifications2 &  7,,ii7   
all applicable ,/ate & local codes or   
equival5t /&>ds approv$ by ! ,secret>y2 
7#c7 t ! ,/ate program utilize me?ods & 
proc$ures approv$ by ! ,secret>y =      
det]m9+ & docum5t+-- 7,a7 ! basel9e     
en]gy use ( a home2 &  7,b7 ! r$uctions 
9 wea!r-normaliz$ en]gy use ( a home    
result+ f ! implem5tation ( a home en]gy
 effici5cy retr(it2 &  7#d7 t ! ,/ate   
program provide t a rebate may n be     
claim$ ) respect to a home = a home     
en]gy effici5cy retr(it if a rebate may 
be provid$ = su* home en]gy effici5cy   
retr(it "u a ,/ate program "u section   
#bjc4  7d7 ,ov]sight ,if ! ,secret>y    
det]m9es t a ,/ate is n implem5t+ a     
,/ate program t 0 approv$ pursuant to   
subsection 7b7 & t meets ! m9imum       
crit]ia "u subsection 7c71 ! ,secret>y  

may1 aft] provid+ ! ,/ate a p]iod ( at  
lea/ #ij days to meet su* crit]ia1 )hold
 grant funds "u ?is section f ! ,/ate4  
7e7 ,adm9i/rative exp5ses ,a ,/ate may  
use up to #aj p]c5t ( a grant receiv$ "u
 ?is section = ! co/s ( adm9i/]+ a ,/ate
 program approv$ pursuant to subsection 
7b7 & t meets ! m9imum crit]ia "u       
subsection 7c74  #bje4 ,/ate adm9i/]$   
rebates = multifamily build+ en]gy      
effici5cy retr(its  7a7 ,fund+ ,9 c>ry+ 
out ! ,home ,en]gy ,sav+s ,retr(it      
,rebate ,program1 & subject to !        
availability ( appropriations = su*     
purpose1 ! ,secret>y %all provide grants
 to ,/ates to c>ry out programs to      
provide rebates = multifamily build+    
en]gy effici5cy retr(its 9 accordance ) 
?is section4  7b7 ,/ate p>ticipation    
7#a7 ,plan ,9 ord] to receive a grant "u
 ?is section a ,/ate %all submit to !   
,secret>y an application t includes a   
plan to implem5t a ,/ate program t meets
 ! m9imum crit]ia "u subsection 7c74    
7#b7 ,approval ,n lat] ?an #fj days aft]

 receipt ( a complet$ application = a   
grant "u ?is section1 ! ,secret>y %all  
ei!r approve ! application or provide to
 ! applicant an explanation = d5y+ !    
application4  7c7 ,m9imum crit]ia =     
,/ate programs ,n lat] ?an #f mon?s aft]
 ! date ( enactm5t ( ?is ,act1 !        
,secret>y %all e/abli% & publi% m9imum  
crit]ia = a ,/ate program to meet to    
qualify = fund+ "u ?is section1         
includ+-- 7#a7 t ! ,/ate program be     
c>ri$ out by ! applicable ,/ate en]gy   
(fice or its designee2  7#b7 t a rebate 
be provid$ "u a ,/ate program only = a  
:ole-build+ multifamily build+ en]gy    
effici5cy retr(it t-- 7,a7 is complet$  
by a contractor :o meets m9imum tra9+   
requirem5ts1 c]tification requirem5ts1 &
 o!r requirem5ts e/abli%$ by !          
,secret>y2  7,b7 includes in/allation ( 
"o or m multifamily build+ en]gy        
effici5cy retr(it measures = !          
multifamily build+ t are model$ to      
a*ieve1 or are %[n to a*ieve1 ! m9imum  
r$uction requir$ "u ?is section-- 7i7 9 

:ole build+ en]gy use2 or  7ii7 )       
respect to a portfolio ( multifamily    
en]gy effici5cy retr(its1 9 aggregat$   
multifamily build+ en]gy use = su*      
portfolio2  7,c7 does n include         
in/allation ( any measure t ! ,secret>y 
det]m9es does n improve ! :ole build+   
en]gy p]=mance ( ! build+1 su* z a pool 
pump1 pool heat]1 or spa2 &  7,d7       
includes1 aft] in/allation ( !          
applicable :ole build+ en]gy effici5cy  
retr(it measures1 a te/-out proc$ure    
conduct$ 9 accordance ) guidel9es issu$ 
by ! ,secret>y ( su* measures 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 manufactur]s' 
in/allation specifications2 &  7,,ii7   
all applicable ,/ate & local codes or   
equival5t /&>ds approv$ by ! ,secret>y2 
7#c7 t ! ,/ate program utilize-- 7,a7 = 
purposes ( model$ p]=mance multifamily  
build+ rebates1 model+ s(tw>e1 me?ods1 &
 proc$ures-- 7i7 = det]m9+ & docum5t+ ! 

r$uctions 9 multifamily build+ en]gy use
 result+ f ! implem5tation ( a          
multifamily build+ en]gy effici5cy      
retr(it t c be calibrat$ to hi/orical   
en]gy usage = a multifamily build+      
consi/5t ) ,,bpi #bdjj2  7ii7 t are     
approv$ by ! ,secret>y2  7iii7 t c      
provide evid5ce = necess>y improvem5ts  
to a ,/ate program2 &  7iv7 t c help to 
calibrate models = accuracy2  7,b7 =    
purposes ( measur$ p]=mance multifamily 
build+ rebates1 me?ods & proc$ures      
approv$ by ! ,secret>y = det]m9+ &      
docum5t+-- 7i7 ! mon?ly & h\rly 7if     
available7 wea!r-normaliz$ basel9e en]gy
 use ( a multifamily build+2 &  7ii7 !  
r$uctions 9 mon?ly & h\rly 7if          
available7 wea!r-normaliz$ en]gy use ( a
 multifamily build+ result+ f !         
implem5tation ( a multifamily build+    
effici5cy retr(it2 &  7,c7 op5-s\rce    
advanc$ measurem5t & v]ification s(tw>e 
approv$ by ! ,secret>y2  7#d7 t ! ,/ate 
program include implem5tation ( a       
quality assurance program-- 7,a7 to     

ensure t multifamily build+ en]gy       
effici5cy retr(its are a*iev+ ! /at$    
level ( en]gy sav+s1 t effici5cy        
measures 7 in/all$ correctly1 & t "w is 
p]=m$ 9 accordance ) proc$ures develop$ 
by ! ,secret>y1 includ+ ?r\gh           
quality-control inspections = a portion 
( multifamily build+ en]gy effici5cy    
retr(its complet$ by ea* applicable     
contractor2 &  7,b7 "u :i* a            
quality-control inspection ( a          
multifamily build+ en]gy effici5cy      
retr(it is p]=m$ by a quality assurance 
provid] :o-- 7i7 is indep5d5t ( !       
contractor = su* retr(it2 &  7ii7 w     
confirm t su* contractor is a contractor
 :o meets ! m9imum requirem5ts describ$ 
9 p>agraph 7#b72  7#e7 t1 if ! ,/ate    
program w provide measur$ p]=mance      
multifamily build+ rebates1 ! ,/ate     
program-- 7,a7 only provide su* a       
measur$ p]=mance multifamily build+     
rebate ) respect to a multifamily build+
 en]gy effici5cy retr(it aft] collect+  
at lea/ #ac mon?s ( data on multifamily 

build+ en]gy usage aft] completion ( su*
 retr(it2  7,b7 e/abli% & utilize1 9    
accordance ) guidance issu$ by !        
,secret>y1 a maximum fractional sav+s   
unc]ta9ty = any portfolio ( multifamily 
build+ en]gy effici5cy retr(its2  7,c7  
publicly report annual aggregat$        
r$uctions 9 multifamily build+ en]gy use
 = homes = :i* measur$ p]=mance         
multifamily build+ rebates are provid$2 
7#f7 t ! ,/ate program include          
requirem5ts = a multifamily build+ own]1
 contractor1 or aggregator to claim a   
rebate1 includ+ t ! build+ own]1        
contractor1 or aggregator submit to !   
,/ate any applicable =ms approv$ by !   
,secret>y1 includ+ a copy ( ! c]tificate
 provid$ by ! applicable contractor     
c]tify+ project$ or measur$ r$uction (  
multifamily build+ en]gy use2  7#g7 t ! 
,/ate program include proc$ures = a     
multifamily build+ own] to transf] ! "r 
to claim a rebate to ! contractor p]=m+ 
! applicable multifamily build+ en]gy   
effici5cy retr(it or to an aggregator1  

if ! ,/ate program w utilize            
aggregators2  7#h7 t if ! ,/ate program 
w utilize aggregators to facilitate     
deliv]y ( rebates to multifamily build+ 
own]s or contractors1 t ! ,/ate program 
include requirem5ts = an entity to be   
eligible to s]ve z an aggregator2  7#i7 
t ! ,/ate program provide t a           
multifamily build+ own] or contractor   
may claim m ?an "o rebate "u ! ,/ate    
program1 provid$ t no #b rebates may be 
provid$ ) respect to a multifamily      
build+ us+ ! same basel9e en]gy use (   
su* multifamily build+2 &  7#aj7 t !    
,/ate program include a proc$ure =      
provid+1 ) respect to ea* multifamily   
build+ locat$ 9 an und]s]v$ community t 
receives a multifamily build+ en]gy     
effici5cy retr(it = :i* a rebate is     
provid$ "u ! program1 ! contractor p]=m+
 su* multifamily build+ en]gy effici5cy 
retr(it1 or an aggregator :o has ! "r to
 claim su* rebate1 #ej p] dwell+ unit 9 
! multifamily build+4  7d7 ,model$      
p]=mance multifamily build+ rebates     

7#a7 ,9 g5]al ,9 c>ry+ out a ,/ate      
program "u ?is section1 a ,/ate may     
provide a build+ own] or contractor a   
rebate1 to be kn[n z a model$ p]=mance  
multifamily build+ rebate1 = an en]gy   
audit ( a multifamily build+ & a        
multifamily build+ en]gy effici5cy      
retr(it t is project$1 us+ model+ s(tw>e
 approv$ by ! ,secret>y1 to r$uce :ole  
build+ en]gy use by at lea/ #bj p]c5t4  
7#b7 ,am\nt  7,a7 ,9 g5]al ,except z    
provid$ 9 section #bjf & subject to     
subp>agraph 7,b71 ! am\nt ( a model$    
p]=mance multifamily build+ rebate      
provid$ "u a ,/ate program %all be equal
 to n m ?an #ej p]c5t ( ! co/ ( !       
applicable en]gy audit ( a multifamily  
build+ & multifamily build+ en]gy       
effici5cy retr(it1 includ+ ! co/ (      
diagno/ic proc$ures1 labor1 report+1 &  
model+4  7,b7 ,limitation ,except z     
provid$ 9 section #bjf1 ) respect to an 
en]gy audit & multifamily build+ en]gy  
effici5cy retr(it t is project$ to r$uce
 multifamily build+ en]gy use by-- 7i7  

at lea/ #bj p]c5t1 b less ?an #ce p]c5t1
 ! maximum am\nt ( a model$ p]=mance    
multifamily build+ rebate %all be #b1jjj
 p] dwell+ unit 9 ! multifamily build+1 
up to a maximum ( #bjj1jjj p]           
multifamily build+ or p] complex1 if su*
 complex consi/s ( multiple adjac5t     
multifamily build+s own$ by ! same      
entity2 &  7ii7 at lea/ #ce p]c5t1 !    
maximum am\nt ( a model$ p]=mance       
multifamily build+ rebate %all be #d1jjj
 p] dwell+ unit 9 ! multifamily build+1 
up to a maximum ( #djj1jjj p]           
multifamily build+ or p] complex1 if su*
 complex consi/s ( multiple adjac5t     
multifamily build+s own$ by ! same      
entity4  7e7 ,measur$ p]=mance          
multifamily build+ rebates  7#a7 ,9     
g5]al  7,a7 ,m9imum r$uction 9          
multifamily build+ en]gy use ,9 c>ry+   
out a ,/ate program "u ?is section1 a   
,/ate may provide a build+ own]1        
contractor1 or aggregator a rebate1 to  
be kn[n z a measur$ p]=mance multifamily
 build+ rebate1 = a multifamily build+  

en]gy effici5cy retr(it1 or portfolio ( 
multifamily en]gy effici5cy retr(its1   
:]e-- 7i7 = a multifamily build+ en]gy  
effici5cy retr(it t is n "p ( a         
portfolio1 !re is r$uction 9 multifamily
 build+ en]gy use ( at lea/ #ae p]c5t2 &
  7ii7 = multifamily build+ en]gy       
effici5cy retr(its t are "p ( a         
portfolio1 !re is an aggregate r$uction 
9 multifamily build+ en]gy use ( at lea/
 #ae p]c5t4  7,b7 ,measur$ r$uction ,=  
purposes ( a measur$ p]=mance           
multifamily build+ rebate1 r$uctions 9  
multifamily build+ en]gy use %all be    
measur$-- 7i7 at ! met]2  7ii7 9 t]ms ( 
r$uctions 9 kil[att h\r1 or kil[att     
h\r-equival5t1 use2 &  7iii7 us+ me?ods 
& proc$ures approv$ by ! ,secret>y4     
7#b7 ,am\nt ,except z provid$ 9 section 
#bjf-- 7,a7 9 ! case ( a multifamily    
build+ en]gy effici5cy retr(it-- 7i7 t  
is n "p ( a portfolio1 ! am\nt ( a      
measur$ p]=mance multifamily build+     
rebate provid$ "u a ,/ate program %all  
be n m ?an #ej p]c5t ( ! direct co/s ( !

 multifamily build+ en]gy effici5cy     
retr(it to ! own]2 &  7ii7 t is "p ( a  
portfolio1 ! aggregat$ am\nt = measur$  
p]=mance multifamily build+ rebates     
provid$ = su* portfolio "u a ,/ate      
program %all be n m ?an #ej p]c5t ( !   
aggregat$ direct co/s ( ! multifamily   
build+ en]gy effici5cy retr(its t are "p
 ( ! portfolio2  7,b7 ! am\nt ( a       
measur$ p]=mance multifamily build+     
rebate provid$ "u a ,/ate program %all  
be det]m9$-- 7i7 9 ! case ( a           
multifamily build+ en]gy effici5cy      
retr(it t is n "p ( a portfolio1 bas$ on
 ! am\nt t en]gy use = ! multifamily    
build+ is r$uc$1 provid$ su* r$uction is
 at lea/ #ae p]c5t2 &  7ii7 9 ! case ( a
 multifamily build+ en]gy effici5cy     
retr(it t is "p ( a portfolio1 bas$ on !
 am\nt t en]gy use = ! multifamily      
build+ is r$uc$1 reg>dless ( :e!r su*   
r$uction is at lea/ #ae p]c5t2 &  7,c7 !
 am\nt ( a measur$ p]=mance multifamily 
build+ rebate provid$ "u a ,/ate program
 %all be det]m9$ us+ a paym5t rate p]   

kil[att h\r or kil[att h\r-equival5t (  
r$uction 9 multifamily build+ en]gy use 
t is-- 7i7 e/abli%$ by ! ,/ate en]gy    
(fice & approv$ by ! ,secret>y2 &  7ii7 
n m ?an a paym5t rate t w\ld equal1 = a 
#bj p]c5t r$uction 9 av]age multifamily 
build+ en]gy use1 bas$ on ,/ate en]gy   
data1 a rebate ( n m ?an #bjjj p] dwell+
 unit 9 ! multifamily build+4  7f7      
,ov]sight ,if ! ,secret>y det]m9es t a  
,/ate is n implem5t+ a ,/ate program t 0
 approv$ pursuant to subsection 7b7 & t 
meets ! m9imum crit]ia "u subsection    
7c71 ! ,secret>y may1 aft] provid+ !    
,/ate a p]iod ( at lea/ #ij days to meet
 su* crit]ia1 )hold grant funds "u ?is  
section f ! ,/ate4  7g7 ,adm9i/rative   
exp5ses ,a ,/ate may use up to #aj p]c5t
 ( a grant receiv$ "u ?is section = !   
co/s ( adm9i/]+ a ,/ate program approv$ 
pursuant to subsection 7b7 & t meets !  
m9imum crit]ia "u subsection 7c74  7h7  
,contract+ requirem5ts ,! m9imum        
requirem5ts describ$ 9 subsection       
7c77#b7 = contractors %all include a    

requirem5t t a contractor c]tify t all  
labor]s & me*anics employ$ by !         
contractor or subcontractor !re( 9 !    
p]=mance ( con/ruction1 alt]ation1 or   
repair "w = :i* a rebate is provid$ "u a
 ,/ate program "u ?is section %all be   
paid wages at rates n less ?an ^?       
prevail+ on simil> con/ruction 9 !      
locality z det]m9$ by ! ,secret>y (     
,labor 9 accordance ) sub*apt] ,,iv (   
*apt] #ca ( title #dj1 ,unit$ ,/ates    
,code4 ,) respect to ! labor /&>ds 9 ?is
 subsection1 ! ,secret>y ( ,labor %all h
 ! au?ority & functions set =? 9        
,reorganization ,plan ,numb]$ #ad (     
#aiej 7#fd ,/at4 #abfg2 #e ,u4,s4,c4    
,app47 & section #cade ( title #dj1     
,unit$ ,/ates ,code4  #bjf4 ,special    
provisions = mod]ate income h\seholds & 
multifamily build+s  7a7 ,c]tifications 
,! ,secret>y %all e/abli% proc$ures =   
c]tify+ z mod]ate income = purposes (   
?is section-- 7#a7 ! h\sehold ( a       
home[n]2 or  7#b7 a multifamily build+4 
7b7 ,p]c5tages ,subject to subsection   

7c71 = h\seholds ( home[n]s &           
multifamily build+s t are c]tifi$       
pursuant to ! proc$ures e/abli%$ "u     
subsection 7a7 z mod]ate income !-- 7#a7
 am\nt ( a p>tial sy/em rebate "u       
section #bjb %all n exce$ #fj p]c5t ( ! 
applicable pur*ase & in/allation &      
replacem5t co/s describ$ 9 section      
#bjb7;b77#a72 &  7#b7 am\nt (-- 7,a7 a  
model$ p]=mance home rebate provid$ "u  
section #bjc %all be n m ?an #hj p]c5t (
 ! applicable co/s describ$ 9 section   
#bjc7;d77#b77;,a72  7,b7 a model$       
p]=mance multifamily build+ rebate      
provid$ "u section #bje %all be n m ?an 
#hj p]c5t ( ! applicable co/s describ$ 9
 section #bje7;d77#b77;,a72  7,c7 a     
measur$ p]=mance home rebate provid$ "u 
section #bjc %all be n m ?an #hj p]c5t (
 ! applicable co/s describ$ 9 section   
#bjc7;e77#b77;,a72 &  7,d7 a measur$    
p]=mance multifamily build+ rebate      
provid$ "u section #bje %all be n m ?an 
#hj p]c5t ( ! applicable co/s describ$ 9
 section #bje7;e77#b77;,a74  7c7        

,maximum am\nts  7#a7 ,p>tial sy/em     
rebates ,= h\seholds ( home[n]s t are   
c]tifi$ pursuant to ! proc$ures e/abli%$
 "u subsection 7a7 z mod]ate income1 !  
maximum am\nt ( a p>tial sy/em rebate-- 
7,a7 "u section #bjb7;a77#a7 = ! pur*ase
 & in/allation ( insulation & air seal+ 
)9 a home ( ! home[n] %all be #a1fjj2   
7,b7 except z provid$ 9 subp>agraph     
7,c71 "u section #bjb7;a77#b7 = !       
pur*ase & in/allation ( insulation & air
 seal+ )9 a home ( ! home[n] &          
replacem5t ( an ,,hvac sy/em1 ! heat+   
compon5t ( an ,,hvac sy/em1 or ! cool+  
compon5t ( an ,,hvac sy/em1 ( su* home1 
%all be #c1jjj2 &  7,c7 "u section      
#bjb7;a77#b77;,b7 = ! pur*ase &         
in/allation ( insulation & air seal+ )9 
a home ( ! home[n] & replacem5t ( !     
heat+ compon5t ( an ,,hvac sy/em ( su*  
home1 :]e ! heat+ compon5t in/all$ is an
 air s\rce or gr\nd s\rce heat pump1    
%all be #ejjj4  7#b7 ,model$ p]=mance   
home rebate ,= h\seholds ( home[n]s t   
are c]tifi$ pursuant to ! proc$ures     

e/abli%$ "u subsection 7a7 z mod]ate    
income1 ! maximum am\nt ( a model$      
p]=mance home rebate "u section #bjc =  
an en]gy audit & home en]gy effici5cy   
retr(it t is project$ to r$uce home     
en]gy use z describ$ 9-- 7,a7 section   
#bjc7;d77#b77;,b77i7 %all be #d1jjj2 &  
7,b7 section #bjc7;d77#b77;,b77ii7 %all 
be #h1jjj4  7#c7 ,model$ p]=mance       
multifamily build+ rebate ,= multifamily
 build+s t are c]tifi$ pursuant to !    
proc$ures e/abli%$ "u subsection 7a7 z  
mod]ate income1 ! maximum am\nt ( a     
model$ p]=mance multifamily build+      
rebate "u section #bje = an en]gy audit 
& multifamily build+ en]gy effici5cy    
retr(it t is project$ to r$uce build+   
en]gy z describ$ 9-- 7,a7 section       
#bje7;d77#b77;,b77i7 %all be #d1jjj p]  
dwell+ unit 9 ! multifamily build+1 up  
to a maximum ( #djj1jjj p] multifamily  
build+ or p] complex1 if su* complex    
consi/s ( multiple adjac5t multifamily  
build+s own$ by ! same entity2 &  7,b7  
section #bje7;d77#b77;,b77ii7 %all be   

#h1jjj p] dwell+ unit 9 ! multifamily   
build+1 up to a maximum ( #hjj1jjj p]   
multifamily build+ or p] complex1 if su*
 complex consi/s ( multiple adjac5t     
multifamily build+s own$ by ! same      
entity4  7#d7 ,measur$ p]=mance home    
rebate ,= h\seholds ( home[n]s t are    
c]tifi$ pursuant to ! proc$ures e/abli%$
 "u subsection 7a7 z mod]ate income1 !  
maximum am\nt ( a measur$ p]=mance home 
rebate "u section #bjc = a home en]gy   
effici5cy retr(it %all be det]m9$ us+ a 
paym5t rate p] kil[att h\r or kil[att   
h\r-equival5t ( r$uction 9 home en]gy   
use t is equal to twice ! paym5t rate   
describ$ 9 section #bjc7;e77#b74  7#e7  
,measur$ p]=mance multifamily build+ ,= 
multifamily build+s t are c]tifi$       
pursuant to ! proc$ures e/abli%$ "u     
subsection 7a7 z mod]ate income1 !      
maximum am\nt ( a measur$ p]=mance      
multifamily build+ rebate "u section    
#bje = a multifamily build+ en]gy       
effici5cy retr(it %all be det]m9$ us+ a 
paym5t rate p] kil[att h\r or kil[att   

h\r-equival5t ( r$uction 9 multifamily  
build+ en]gy use t is equal to twice !  
paym5t rate describ$ 9 section          
#bje7;e77#b74  7d7 ,outrea* ,! ,secret>y
 %all e/abli% proc$ures to-- 7#a7       
provide in=mation to h\seholds (        
home[n]s1 & h\seholds 9 multifamily     
build+s1 t are c]tifi$ pursuant to !    
proc$ures e/abli%$ "u subsection 7a7 z  
mod]ate income reg>d+ o!r programs &    
res\rces relat+ to assi/ance = en]gy    
effici5cy upgrades ( homes & dwell+     
units ( multifamily build+s1 includ+ !  
wea!rization assi/ance program implem5t$
 "u "p ,a ( title ,,iv ( ! ,en]gy       
,cons]vation & ,production ,act 7#db    
,u4,s4,c4 #fhfa et seq472 &  7#b7 ref]  
su* h\seholds1 z applicable1 to su* o!r 
programs & res\rces4  7e7 ,requirem5ts =
 multifamily build+s  7#a7 ,all         
multifamily build+s ,a rebate may n be  
made 9 accordance ) ?is section )       
respect to a multifamily build+ unless !
 own] ( ! build+ demon/rates to !       
satisfaction ( ! ,secret>y t1 at ! "t ! 

rebate is made1 n less ?an #b_/c ( all  
dwell+ units 9 su* multifamily build+-- 
7,a7 are occupi$ by h\seholds hav+      
incomes n exce$+ #hj p]c5t ( m$ian      
income = ! area 9 :i* ! multifamily     
build+ is locat$2 &  7,b7 h mon?ly r5tal
 prices t are equal to1 or less ?an1 an 
am\nt t is equal to #cj p]c5t ( ! mon?ly
 h\sehold income ( a h\sehold hav+ an   
income at #hj p]c5t ( m$ian h\sehold    
income = ! area 9 :i* ! multifamily     
build+ is locat$4  7#b7 ,assi/$         
multifamily build+s ,a rebate may n be  
made 9 accordance ) ?is section )       
respect to a multifamily build+ = :i*   
,f$]al r5tal assi/ance is provid$ unless
 ! own] ( su* multifamily build+        
demon/rates to ! satisfaction ( !       
,secret>y t ! rema9+ t]m ( ! af=dability
 agreem5t = su* build+ relat+ to su*    
assi/ance is #e ye>s or long]4  7#c7    
,unassi/$ multifamily build+s  7,a7     
,requirem5ts = r5t increases  7i7       
,limitation ,a rebate may n be made 9   
accordance ) ?is section ) respect to a 

multifamily build+ = :i*1 dur+ ! #e-ye> 
p]iod beg9n+ on ! date ( issuance ( su* 
a rebate1 no ,f$]al r5tal assi/ance is  
provid$1 unless ! own] ( su* multifamily
 build+ ent]s into su* b9d+ commitm5ts z
 ! ,secret>y %all require to ensure t   
any r5t increase = any dwell+ unit 9 !  
multifamily build+ made aft] !          
completion ( any en]gy effici5cy retr(it
 = :i* su* rebate is made %all n exce$ !
 am\nt ( ! exi/+ r5t z increas$ 9       
accordance ) any p]c5tage increase 9 !  
,consum] ,price ,index = ,all ,urban    
,consum]s 7,,cpi-,u7 = ! applicable     
p]iod1 z det]m9$ by ! ,secret>y4  7ii7  
,exemption ,a r5t increase = dwell+     
units subject to ! limitation "u clause 
7i7 may exce$ ! am\nt provid$ "u su*    
clause if ! own] ( ! multifamily build+ 
9 :i* su* dwell+ units are locat$       
reque/s su* exemption & provides to !   
applicable ,/ate docum5tation demon/rat+
 actual1 docum5t$ increases 9 specific  
op]at+ exp5ses1 :i* may include prop]ty 
taxes & ma9t5ance co/s1 t meet su*      

requirem5ts z ! ,secret>y %all e/abli%4 
7,b7 ,eviction protections ,a rebate may
 n be provid$ 9 accordance ) ?is section
 ) respect to a multifamily build+ = :i*
 no ,f$]al r5tal assi/ance is provid$   
unless ! own] ( su* multifamily build+  
ent]s into su* b9d+ commitm5ts z !      
,secret>y %all require to ensure t1 dur+
 a p]iod prescrib$ by ! ,secret>y1 any  
mod]ate income h\sehold resid+ 9 a      
dwell+ unit 9 ! multifamily build+ may n
 be evict$1 h _! lease t]m9at$1 or fail 
to h _! lease r5ew$ = any reason o!r ?an
 brea* ( ! lease or good cause1 z def9$ 
by ! jurisdiction 9 :i* ! multifamily   
build+ is locat$4  7,c7 ,regulatory     
agreem5ts2 sale ,any requirem5t "u ?is  
p>agraph or b9d+ commitm5t requir$ "u   
?is p>agraph ) respect to a multifamily 
build+ %all be set =? 9 a regulatory    
agreem5t ent]$ into by ! own] ( !       
multifamily build+ & ! ,/ate adm9i/]+ ! 
rebate program "u ?is title4 ,su*       
regulatory agreem5t %all conta9         
appropriate subord9ation provisions t   

all[ = reasonable pur*as] f9anc+1 %all  
be record$1 & %all apply not)/&+ any    
*ange 9 own]%ip ( ! build+4  7,d7 ,t5ant
 notification ,to provide rebates )     
respect to multifamily build+s 9        
accordance ) ?is section1 a ,/ate %all  
develop & c>ry out a specific &         
v]ifiable me*anism = provid+ t5ants (   
multifamily build+s = :i* su* rebates   
are provid$ ) writt5 notice ( _! rights 
& _! l&lord's obligations pursuant to   
?is p>agraph4  7,e7 ,en=cem5t  7i7      
,p>tn]+ ) ,,hfas ,/ates receiv+ grants  
to c>ry out rebate programs "u ?is title
 are enc\rag$ to p>tn] ) h\s+ f9ance    
ag5cies to monitor compliance ) & en=ce 
! requirem5ts "u ?is p>agraph1 includ+  
develop+ & provid+ to own]s (           
multifamily build+s ) respect to :i*    
rebates are provid$ a /&>d regulatory   
agreem5t & lease add5dum t sets =? !    
re/rictions & requirem5ts "u ?is        
p>agraph4  7ii7 ,p5alties =             
noncompliance ,to provide rebates )     
respect to multifamily build+s 9        

accordance ) ?is section1 a ,/ate %all--
 7,i7 e/abli% & c>ry out a compliance   
proc$ure = ! requirem5ts ( ?is p>agraph 
t provides specific response &          
resolution deadl9es & utilizes /&>d &   
transp>5t crit]ia to resolve alleg$     
violations2  7,,ii7 e/abli% p5alties t  
are suffici5t1 9 ! det]m9ation ( su*    
,/ate1 to det] violations ( !           
requirem5ts ( ?is p>agraph & ! agreem5ts
 ent]$ into pursuant to ?is p>agraph2 & 
7,,iii7 provide t t5ants ( multifamily  
build+s may br+ an civil action to en=ce
 ! lease requirem5ts "u ?is p>agraph &  
pursue re/itution = violations ( !      
applicable regulatory agreem5t1 &       
provide t 9 su* an action su* t5ants may
 recov] damages & attorney's fees4  7#d7
 ,f$]al r5tal assi/ance def9$ ,9 ?is    
subsection1 ! t]m ,f$]al r5tal assi/ance
 means1 ) respect to a multifamily      
build+1 project-bas$ assi/ance provid$  
to ! own] ( ! multifamily build+        
pursuant to-- 7,a7 section #bjb ( !     
,h\s+ ,act ( #aiei 7#ab ,u4,s4,c4       

#agjab72  7,b7 section #haa ( !         
,cran/on-,gonzalez ,national ,af=dable  
,h\s+ ,act 7#db ,u4,s4,c4 #hjac72  7,c7 
section #h ( ! ,unit$ ,/ates ,h\s+ ,act 
( #aicg 7#db ,u4,s4,c4 #adcg;f72 or     
7,d7 section #ech ( ! ,h\s+ ,act ( #aidi
 7#db ,u4,s4,c4 #adij74  #bjg4          
,coord9ation ( rebate & exi/+           
,/ate-,sponsor$ or utility-,sponsor$    
programs ,a ,/ate t receives a grant "u 
?is title is enc\rag$ to "w ) ,/ate     
ag5cies1 electric utilities1 gas        
utilities1 nonpr(its1 & o!r entities--  
7#a7 to assi/ 9 m>ket+ ! availability ( 
! rebates "u ! applicable ,/ate program2
  7#b7 to coord9ate ) utility or ,/ate  
manag$ f9anc+ programs2  7#c7 to assi/ 9
 implem5tation ( ! applicable ,/ate     
program1 includ+ in/allation ( en]gy    
effici5cy retr(its2 &  7#d7 to coord9ate
 ) exi/+ quality assurance programs4    
#bjh4 ,consum] access to electric en]gy 
& natural gas in=mation  7a7            
,eligibility = /ate en]gy plans ,section
 #cfb7;d7 ( ! ,en]gy ,policy &          

,cons]vation ,act 7#db ,u4,s4,c4        
#fcbb7;d77 is am5d$-- 7#a7 9 p>agraph   
7#af71 by /rik+ & aft] ! semicolon at ! 
end2  7#b7 by r$esignat+ p>agraph 7#ag7 
z p>agraph 7#ah72 &  7#c7 by ins]t+ aft]
 p>agraph 7#af7 ! foll[+3  7#ag7        
programs-- 7,a7 to enhance consum]      
access to & und]/&+ ( electric en]gy &  
natural gas usage & co/ in=mation1      
includ+ consum]s' own resid5tial &      
comm]cial retail electric en]gy         
in=mation 7z def9$ 9 section #b ( !     
,,hope = ,,homes ,act ( #bjba7 & retail 
natural gas in=mation 7z def9$ 9 section
 #b ( ! ,,hope = ,,homes ,act ( #bjba72 
&  7,b7 to facilitate ! developm5t &    
adoption ( innovative products & s]vices
 to assi/ consum]s 9 manag+ en]gy       
consumption & exp5ditures2 &  4  7b7    
,guidel9es = electric consum] & gas     
consum] access  7#a7 ,9 g5]al ,n lat]   
?an #ahj days aft] ! date ( enactm5t (  
?is ,act & subject to p>agraph 7#b71 !  
,secret>y %all issue guidel9es t e/abli%
 model data %>+ /&>ds & policies =      

,/ates to provide electric consum]s &   
gas consum]s1 & ?ird-p>ty designees (   
su* electric consum]s & gas consum]s1 ) 
access to retail electric en]gy         
in=mation & retail natural gas          
in=mation4  7#b7 ,consultation ,be=e    
issu+ ! guidel9es "u p>agraph 7#a71 !   
,secret>y %all-- 7,a7 consult )-- 7i7   
,/ate & local regulatory au?orities2    
7ii7 o!r appropriate ,f$]al ag5cies1    
includ+ ! ,national ,in/itute ( ,/&>ds &
 ,te*nology2  7iii7 consum] & privacy   
advocacy gr\ps2  7iv7 electric utilities
 & gas utilities2  7v7 ! ,national      
,association ( ,/ate ,en]gy ,(ficials2 &
  7vi7 o!r appropriate entities1 includ+
 gr\ps repres5t+ public utility         
commissions1 comm]cial & resid5tial     
build+ own]s1 resid5tial contractors1 & 
gr\ps t repres5t dem& response &        
electricity data devices & s]vices2 &   
7,b7 provide notice & opportunity =     
comm5t4  7#c7 ,/ate & local regulatory  
action ,9 issu+ ! guidel9es "u p>agraph 
7#a71 ! ,secret>y %all1 to ! maximum    

ext5t practicable1 be guid$ by actions  
tak5 by ,/ate & local regulatory        
au?orities to ensure electric consum] & 
gas consum] access to retail electric   
en]gy in=mation & retail natural gas    
in=mation1 includ+ actions tak5 aft]    
consid]ation ( ! /&>d e/abli%$ "u       
section #aaa7;d77#ai7 ( ! ,public       
,utility ,regulatory ,policies ,act (   
#aigh 7#af ,u4,s4,c4 #bfba7;d77#ai774   
7#d7 ,cont5ts ,! guidel9es issu$ "u     
p>agraph 7#a7 %all include guidel9es--  
7,a7 specify+ t retail electric en]gy   
in=mation & retail natural gas in=mation
 ( an electric consum] or a gas consum] 
%\ld be made available to ! electric    
consum] or gas consum] 7or a ?ird-p>ty  
designee ( ! electric consum] or gas    
consum]7 by ! electric utility or gas   
utility ( ! electric consum] or gas     
consum] 7or su* o!r entity z may be     
designat$ by ! utility71 9 consultation 
)1 or ) approval f1 z applicable1 !     
utility's applicable retail regulatory  
au?ority2  7,b7 reg>d+ ! timel9ess &    

specificity ( retail electric en]gy     
in=mation & retail natural gas in=mation
 to be made available to an electric    
consum] or a gas consum] 7or a ?ird-p>ty
 designee ( su* an electric consum] or  
su* a gas consum]71 includ+ t su* retail
 electric en]gy in=mation & retail      
natural gas in=mation %\ld be made      
available to consum]-au?oriz$ entities--
 7i7 9 an electronic ma*9e readable =m1 
)\t additional *>ge1 9 con=mity )       
nationally recogniz$ op5 /&>ds & be/    
practices2  7ii7 ?r\gh a website or o!r 
electronic access au?oriz$ by ! electric
 consum] or gas consum]1 includ+ at lea/
 #ac mon?s ( hi/orical in=mation2  7iii7
 9 z close to real-"t z is reasonably   
practicable2  7iv7 at ! level (         
specificity t ! data is transmitt$ by ! 
met] or z is reasonably practicable2 &  
7v7 9 a mann] t provides adequate       
protections = ! security ( ! in=mation &
 ! privacy ( ! electric consum] or gas  
consum]2  7,c7 reg>d+ appropriate       
nationally recogniz$ op5 /&>ds = data   

ex*ange2  7,d7 reg>d+ access ( retail   
electric en]gy in=mation & retail       
natural gas in=mation = own]s & manag]s 
( multit5ant comm]cial & resid5tial     
build+s2  7,e7 reg>d+ consum] cons5t    
requirem5ts su* t an electric consum] or
 gas consum] c conv5i5tly & securely    
au?orize a ?ird-p>ty designee access to 
! retail electric en]gy in=mation or    
retail natural gas in=mation ( su*      
electric consum] or gas consum]1 includ+
 /&>diz$ au?orization language to :i* an
 electric consum] or gas consum] w agree
 prior to su* electric consum] or gas   
consum] au?oriz+1 or ! applicable       
electric utility or gas utility %>+1    
retail electric en]gy in=mation or      
retail natural gas in=mation ( su*      
electric consum] or gas consum]2  7,f7  
specify+ t electric utilities & gas     
utilities %\ld1 :5 a capable met] is    
s]vic+ an electric consum] or gas       
consum]1 communicate usage & o!r        
in=mation to a device or network ( !    
electric consum] or gas consum] or a    

device or network ( a ?ird-p>ty designee
 ( su* electric consum] or gas consum]1 
& :]e feasible %\ld provide to !        
electric consum] or gas consum] or      
?ird-p>ty designee1 at a m9imum1 access 
to usage in=mation 7n includ+ price     
in=mation7 ( ! electric consum] or gas  
consum] directly f ! met] 9 z close to  
real-"t z is reasonably practicable2    
7,g7 ) respect to ! t]ms & conditions1  
:i* %all be reasonable &                
non-discrim9atory1 to be agre$ to by a  
?ird-p>ty designee ( an electric consum]
 or ( a gas consum] & an electric       
utility or gas utility = access to !    
retail electric en]gy in=mation or      
retail natural gas in=mation ( su*      
electric consum] or gas consum]1 includ+
 t-- 7i7 due process be af=d$ to su*    
?ird-p>ty by ! applicable regulatory    
au?ority1 includ+ giv+ su* ?ird-p>ty an 
opportunity to rebut allegations (      
wrongdo+ by su* ?ird-p>ty prior to any  
en=cem5t action be+ tak5 by ! applicable
 regulatory au?ority2  7ii7 ! consum]'s 

onl9e au!ntication mat* t us$ by !      
applicable gas utility or electric      
utility = ! consum]-fac+ website ( su*  
gas utility or electric utility2 &      
7iii7 su* ?ird-p>ty may receive retail  
electric en]gy in=mation & retail       
natural gas in=mation f an electric     
utility or gas utility ) consum] cons5t1
 except if o!rwise prohibit$ by ,f$]al  
law or by a f9d+ ( a ,/ate c\rt or o!r  
,/ate adjudicatory body2 &  7,h7        
address+ appropriate circum/ances 9 :i* 
analysis ( retail electric en]gy        
in=mation & retail natural gas in=mation
 may be releas$ publicly1 )\t a         
consum]'s cons5t1 by protect+ individual
 consum]s privacy1 includ+-- 7i7 )      
ma!matical me?ods kn[n z diff]5tial     
privacy1 9 :i* consum]s privacy c be    
ensur$ ) provable gu>antees2 &  7ii7    
detail$ descriptions & sample           
calculations by :i* ! results (         
/ati/ical analysis c be made            
diff]5tially private4  7#e7 ,revisions  
,! ,secret>y %all p]iodically review &1 

z necess>y1 revise ! guidel9es issu$ "u 
p>agraph 7#a7 to reflect *anges 9       
te*nology1 privacy ne$s1 & ! m>ket =    
electric en]gy & natural gas & relat$   
s]vices4  #bji4 ,evaluation reports to  
,congress  7a7 ,9 g5]al ,n lat] ?an #c  
ye>s aft] ! date ( enactm5t ( ?is ,act &
 annually !reaft] until ! t]m9ation ( ! 
,home ,en]gy ,sav+s ,retr(it ,rebate    
,program1 ! ,secret>y %all submit to    
,congress a report on ! use ( funds made
 available to c>ry out ?is title4  7b7  
,cont5ts ,ea* report submitt$ "u        
subsection 7a7 %all include-- 7#a7 h[ _m
 home en]gy effici5cy retr(its &        
multifamily build+ en]gy effici5cy      
retr(its h be5 complet$ dur+ ! previ\s  
ye> "u ! ,home ,en]gy ,sav+s ,retr(it   
,rebate ,program2  7#b7 an e/imate ( h[ 
_m jobs h be5 creat$ ?r\gh ! ,home      
,en]gy ,sav+s ,retr(it ,rebate ,program1
 directly & indirectly2  7#c7 a         
description ( :at /eps c\ld be tak5 to  
promote fur!r deploym5t ( en]gy         
effici5cy & r5ewable en]gy retr(its2    

7#d7 a description ( ! quantity (       
v]ifiable en]gy sav+s1 home[n] en]gy    
bill sav+s1 & o!r b5efits ( ! ,home     
,en]gy ,sav+s ,retr(it ,rebate ,program2
  7#e7 a description ( any wa/e1 fraud1 
or abuse ) respect to funds made        
available to c>ry out ?is title2 &  7#f7
 any o!r in=mation ! ,secret>y consid]s 
appropriate4  #baj4 ,adm9i/ration  7a7  
,9 g5]al ,! ,secret>y %all provide su*  
adm9i/rative & te*nical support to      
contractors1 aggregators1 ,/ates1 &     
,indian ,tribes z is necess>y to c>ry   
out ?is title4  7b7 ,in=mation          
collection ,! ,secret>y %all e/abli%1 & 
make available to a home[n]1 multifamily
 build+ own]1 or ! home[n]'s or         
multifamily build+ own]'s designat$     
repres5tative1 seek+ a rebate "u ?is    
title1 release =ms au?oriz+1 9          
accordance ) guidel9es issu$ "u section 
#bjh7;b71 access by ! ,secret>y1 or a   
designat$ ?ird-p>ty repres5tative to    
in=mation 9 ! utility bills ( ! home[n] 
or ! multifamily build+ own]4  #baa4    

,treatm5t ( rebates ,= purposes ( !     
,int]nal ,rev5ue ,code ( #aihf1 gross   
income %all n include any rebate receiv$
 "u ?is title4  #bab4 ,au?orization (   
appropriations  7a7 ,9 g5]al ,!re are   
au?oriz$ to be appropriat$ to !         
,secret>y to c>ry out ?is title         
#a1djj1jjj1jjj = ea* ( fiscal ye>s #bjbb
 ?r\gh #bjbg1 to rema9 available until  
exp5d$4  7b7 ,tribal allocation ,( !    
am\nts made available pursuant to       
subsection 7a7 = a fiscal ye>1 !        
,secret>y %all "w ) ,indian ,tribes &   
use #b p]c5t ( su* am\nts to c>ry out a 
program or programs t z close z possible
 reflect ! goals1 requirem5ts1 &        
provisions ( ?is title1 tak+ into acc\nt
 any factors t ! ,secret>y det]m9es to  
be appropriate4  ,,iii ,g5]al provisions
  #cja4 ,appo9tm5t ( p]sonnel ,not)/&+ !
 provisions ( title #e1 ,unit$ ,/ates   
,code1 reg>d+ 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  #cjb4 ,ma9t5ance ( fund+    
,ea* ,/ate receiv+ ,f$]al funds pursuant
 to ?is ,act %all provide reasonable    
assurances to ! ,secret>y t x has       
e/abli%$ policies & proc$ures design$ to
 ensure t ,f$]al funds provid$ "u ?is   
,act w be us$ to supplem5t1 & n to      
supplant1 ,/ate & local funds4