Terms and Conditions

  1. I understand, acknowledge, and agree to the following Terms and Conditions, which form a
    part of the application form for my participation in the CLEO Program.
  2. I understand the Program is available to [e.g. all eligible Southern California Gas Company
    (“SoCalGas”) [DEFINE WITH FIRST USE] commercial customers that hold an active service
    account with an active SoCalGas meter and service address located within San Bernardino
    County, Orange County and Riverside County and use less than 50,000 therms annually].
  3. I understand the Program, including the application requirements, as well as individual
    energy efficiency products, measures, or equipment (“Equipment”) (other terms that could
    be used besides Equipment is, System or Energy Efficiency Improvements. Note, if it is
    decided System or Energy Efficiency Improvements work better for the program than
    Equipment would need to be replaced throughout the T&Cs) offered as part of this
    Program, may be modified, or terminated at any time without prior notice. Any information,
    results, and reports regarding your participation in the program may be made available to
    the California Public Utilities Commission (“CPUC”).
  4. I understand the Program including these Terms and Conditions may be revised at any time
    without notice. In such an instance, unless otherwise prohibited under applicable law
    (including any CPUC order or directive), signed applications will be processed to completion
    under the Terms and Conditions in effect of the date of such signed application.
  5. I understand the Program may end sooner than [month/date/year] if allocated funds are
    depleted. Equipment purchases and installations made prior to or after this specified term
    do not qualify for a rebate(s), incentive(s), and/or service(s). Program funds are limited. All
    applications are processed on a first-come, first-served basis, upon receipt, until funds are
    no longer available. I understand rebate(s), incentive(s), and/or service(s) are determined
    by the date the application is received. INCOMPLETE and INCORRECT APPLICATIONS
    CANNOT BE PROCESSED. Resubmitted applications are processed on a first-come, first-
    served basis upon the new receipt date. In the event rebate(s) and/or incentive(s) amounts
    change during the Program period, the order/purchase data and/or application postmark
    date will be used to determine Equipment eligibility and rebate or incentive amount.
    Rebate(s) and incentive(s) offerings and amounts may change without notice during the
    Program term. Deemed Projects: I understand to receive a rebate(s), applications must be
    submitted, approved, and installed within (12) twelve months of the purchase date.
    Exceptions must be in writing and can only be granted at SoCalGas’s sole discretion. Custom
    Projects: I understand to receive an incentive(s): (1) a completed Application must be
    submitted and approved before ordering Equipment; and (2) an executed Conditional

  1. I have not received a rebate(s), incentive(s), and/or service(s) for the same Equipment from
    any other California Investor-Owned Utility (IOU), states or local third-party energy
    efficiency program funded by the Public Purpose Program Surcharge (PPPS). I cannot
    receive a rebate(s), incentive(s) and/or service(s)for the same Equipment from more than
    one California IOU participating in this Program or any other third-party programs offering
    rebates, financing, and/or other incentives funded by the CPUC. I understand that I cannot
    receive a rebate(s), incentive(s) and/or service(s) for any Equipment for which I have
    received a rebate(s), incentive(s) and/or service(s) from SoCalGas within five (5) years prior
    to the application date. Equipment receiving a SoCalGas rebate(s) or incentive(s) at the
    point-of-sale, as an instant markdown, through a Regional Energy Network or Home
    Upgrade Program, or through a manufacturer/ distributor, do not qualify for a mail-in or
    online rebate(s), incentive(s), and/or service(s).
  2. I understand rebate(s), and/or incentive(s) amount cannot exceed the actual purchase price
    of the Equipment (or the maximum allowance per unit), which includes materials cost plus
    installation labor, but does not include taxes or shipping costs. [3P Contractor name full
    legal name (“Abbreviation”) ex. ICF Resources, LLC, (“ICF”)] and SoCalGas reserve the right
    to limit the number of Equipment receiving rebates or incentives. Customers who self-install
    may not charge installation labor. I agree to remove and dispose of the Equipment being
    replaced by the Equipment in accordance with all federal, state, and local laws.
  3. I certify the installed qualifying Equipment in accordance with all applicable federal, state,
    county, city and local laws, rules, and regulations, including building codes, homeowner’s
    association (if applicable), manufacturer’s specifications, and permitting requirements, and
    understand the energy-efficiency level of the qualifying Equipment (as defined in the
    specification sheet) determines the rebate(s) and/or incentive(s) amount. If a contractor
    performed the installation or improvement, the contractor holds the appropriate license for
    the work performed.
  4. I understand rebate(s) and/or incentive(s) payments are based on related energy benefits
    over the life of the Equipment. I agree to maintain the Equipment specified in this
    application: (1) 100% functional for the life of the Equipment or a period of (5) five years
    from receipt of the rebate(s) and/or incentive(s) funds, whichever is less; and (2) continue
    to be a customer of SoCalGas during said time period. If any of the above ceases to be the
    case, I shall refund a prorated amount of the rebate(s) and/or incentive(s) dollars to
    SoCalGas based on the actual period of time for which I provided the related energy
    benefits as a customer of SoCalGas. I certify that all Equipment was purchased new, and I
    understand that resale Equipment and Equipment leased, rebuilt, refurbished, purchased at
    auction, rented, received from insurance or warranty claims, or won as a prize, received as a
    gift, purchased with reward points; or, new parts installed in existing products, do not
  1. I certify that the information on this application is true and correct, and that the IRS Tax ID
    provided is accurate. I understand that the rebate(s) and/or incentive(s) could be taxable,
    and that I am urged to consult my tax advisor concerning the taxability of any rebate(s)
    and/or incentive(s) paid through this Program. The rebate(s) and/or incentive(s) that are
    greater than $600 will be reported to the IRS on Form 1099 unless I have identified myself
    as a corporation or have tax exempt status and have noted as such in this application.
    Neither SoCalGas nor Global Energy Services, Inc. are responsible for any taxes that may be
    imposed on me or my business as a result of the receipt of rebate(s) and/or incentive(s).
  2. I understand the Global Energy Services, Inc. is a SoCalGas authorized contractor responsible for
    implementing the Program through [month/date/year]. I understand that the installation of
    the Equipment may require Global Energy Services, Inc. and/or its authorized [Subcontractor
    name] to enter my facility. I agree to permit Global Energy Services, Inc. and its authorized
    subcontractors to: (1) Review completed and signed application; (2) Install qualify
    Equipment; and (3) Verify installation of Equipment at my facility, as applicable.
  3. I understand neither SoCalGas nor Global Energy Services, Inc. shall have: (1) Any obligation to
    maintain, remove, or perform any work whatsoever on the installed Equipment; or (2) Any
    liability arising from a contractor’s installation of the applicable Equipment or its failure to
    perform, for failure of the Equipment to function, for any damage to my premises caused by
    the contractor, or for any damages to property or injuries to persons caused by the
    Equipment.
  4. I understand all Projects are subject to evaluation studies of Equipment by and/or Program
    measurement by external contractors appointed by the CPUC. These studies are used to
    analyze and improve Program performance. I agree to participate by responding to inquiries
    from these contractors in a timely manner.
  5. I will allow, if requested, a representative from SoCalGas, Global Energy Services, Inc., the CPUC,
    and/or any authorized third-party reasonable access to the property where the Equipment
    is located to verify the installed Equipment before the rebate(s) and/or incentive(s) are
    paid. I understand that neither a rebate(s) nor incentive(s) will be paid if I refuse to
    participate in any required verification. I understand that SoCalGas, [3P Contractor name],
    CPUC and/or any authorized third party may contact the qualifying Equipment vendor
    and/or installer to verify purchase and/or installation of the Equipment and may provide my
    name and/or address to complete this verification. I understand this inspection is for the
    purpose of determining that the installed Equipment meets all Program requirements. I
    understand that rebate(s) and/or incentive(s) applications that are submitted to SoCalGas
    may be randomly selected for inspection to ensure Program and quality control compliance,
    and that a virtual video or in-person inspection may be requested and Geo-Tagged photos
  1. I acknowledge that I have been notified of SoCalGas’s California Consumer Privacy Act
    (CCPA) Policy. Personal information may be solicited; visit socalgas.com/CCPA to review
    SoCalGas’s CCPA Notice at Collection.
  2. Customer Affidavit Statement per Resolution E-5115: I represent that I hereby certify that I
    am authorized to make this declaration as the Customer or as an authorized representative
    of the Customer. I certify that the existing equipment being replaced is in operating
    condition to the best of my knowledge. I acknowledge that misrepresentation will result in a
    rejection of all, or part of the project and that the Customer may be required to return the
    incentives associated with this project. I further acknowledge that misrepresentation will
    result in future projects submitted by the Customer being subjected to additional scrutiny
    and may result in Customer probation or suspension from current and future incentive
    programs.
  3. HVAC WORKFORCE STANDARD QUALIFICATION REQUIREMENTS. Pursuant to CPUC Decision
    (D.)18-10-008, starting July 01, 2019, I represent that if my project involves the installation,
    modification or maintenance of [non-residential] heating, ventilation, and air conditioning
    (HVAC) measures and I am applying for an incentive of $3,000 or more, that such project
    has been (or, will be, upon completion) installed by technicians each of whom has one of
    the following criteria; (1) Completed a California or federal accredited HVAC apprenticeship;
    (2) Is currently enrolled in a California or federal accredited HVAC apprenticeship; (3)
    Completed at least five (5) years of work experience at the journey level as defined by the
    California Department of Industrial Relations definition (Title 8, Section 205, of the
    California Code of Regulations), passed a practical and written HVAC system installation
    competency test, AND received credentialed training specific to the installation of
    technology being installed; or (4) Holds a C-20 HVAC contractor license from California State
    Contractor’s Licensing Board. Prior to any of such measures being installed, modified, or
    maintained, each technician rendering such work has provided (or will provide) their
    applicable qualification documentation for HVAC Measure Installation Qualification, which
    must be included in the application form].
  4. I agree that the selection of Equipment, selection of contractor, manufacturer, dealer,
    supplier and/or installer, and purchase, installation and ownership and maintenance of
    (including work performed and services rendered with respect to) the Equipment
    referenced in this application package are my sole responsibility, that SoCalGas makes no
    representation, qualification, endorsement or guarantee about any of the foregoing, and
    that the contractor, manufacturer, dealer, supplier or installer of such Equipment and
    measures is not an agent or representative of SoCalGas or [3P Contractor name].
    SoCalGas makes no warranty, whether express or implied, including the implied warranty
    of merchantability or fitness for a particular purpose, use or application of the Equipment
    or energy efficiency measures related thereto, and SoCalGas expressly disclaims such

warranty. I acknowledge that I am not obligated to purchase any additional goods or
services offered by any such contractor due to my choice to participate in this Program. I
understand that my reliance on warranties is limited to any warranties that may arise
from or be provided by contractors or vendors providing goods or performing services in
connection with Equipment. Neither SoCalGas nor Global Energy Services, Inc. are responsible
for assuring the design, engineering, or construction of the facility or installation of the
Equipment are proper or comply with any particular laws (including patent laws), codes,
or industry standards. Neither SoCalGas nor Global Energy Services, Inc.make any
representations of any kind regarding the results to be achieved by the Equipment or the
adequacy, safety, reliability, and/or efficiency of such Equipment. (Note: This content
must be bold).

  1. I agree that SoCalGas has no liability whatsoever concerning: (1) The quality, safety,
    performance or other aspect of any design, system, energy efficiency Equipment installed
    pursuant to the Program and/or installation of the Equipment, including their fitness for any
    purpose; (2) The estimated energy savings of the Equipment; (3) The workmanship of any
    third parties; (4) The installation of use of the Equipment including, but not limited to,
    effects on indoor pollutants; and (5) Any other matter with respect to the Program.
  2. I waive any and all claims against SoCalGas, its parent company, affiliate companies,
    directors, officers, employees, or agents (collectively, “SoCalGas Parties”), arising out of
    activities conducted by or on behalf of SoCalGas in connection with my application for any
    rebate(s), incentive(s), and/or service(s) under the Program. Without limiting any of the
    foregoing, to the maximum extent permitted under applicable law, none of the SoCalGas
    Parties, [3P Contractor name] nor any of their respective affiliates shall be liable to me or
    any other parties for any types of damages, whether direct or indirect, special,
    consequential, exemplary, reliance, punitive or incidental damages, including damages for
    loss of use, regardless of the theory of recovery, whether in contract, indemnity,
    warranty, strict liability or tort, including negligence of any kind, caused by, in connection
    with, or arising from any activities associated with this Program. To the maximum extent
    permitted under applicable law, I agree to indemnify the SoCalGas parties against all loss,
    damage, expense, fees, costs, and liability arising from any claims related to the use of
    any equipment installed or services performed during the installation or maintenance of
    such equipment referred to in my application for any rebate(s) or incentive(s) under the
    program. (Note: This content must be bold).