- 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. - 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]. - 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”). - 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. - 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
- 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). - 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. - 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. - 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
- 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). - 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. - 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. - 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. - 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
- 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. - 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. - 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]. - 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).
- 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. - 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).