C o n t a c t S h o p p a ’s a t 817.3 59.110 0 o r f o r m o r e
Q&A
i n f o r m a t i o n v is i t w w w.s h o p p a s .c o m/f o r k l i f t g r a n t
Q: Is this program replacing Texas Commission on Q: Must the new forklifts be insured? Q: What is the process to apply for funding?
Environmental Quality TERP program for forklifts? A: Yes. You must maintain sufficient property insurance A: The application is a two-step process. Your forklift
A: You may apply for a grant from TCEQ or you may to cover repair or replacement of the forklifts funded distributor must mail, fax or email a Forklift Estimate
submit an application to the Railroad Commission under under this grant. Insurance proceeds must be used Request form along with required supporting documents
the Forklift Initiative Grant Program. However, you are to obtain a forklift or engine with equivalent or lower (horsepower, engine model, fuel type, maintenance,
NOT eligible for grants from both programs for the same emissions than the one funded. records, etc.) to the Railroad Commission (RRC) in order
equipment. to receive a preliminary estimate of the grant amount.
Q: Can I assign the grant to my forklift distributor? The RRC will then provide both the forklift distributor and
Q: What equipment is eligible? A: Yes, as long as the distributor has a participation the applicant with an estimate of the grant amount. This
A: Pre-2010 internal combustion engine forklifts may be agreement on file with the Railroad Commission of Texas estimate will be valid for 90 days. If the distributor and
replaced by propane forklifts that meet or exceed EPA’s and holds a current RRC Category L license. applicant decide to proceed with the sale, the distributor
2010 emissions standards. may request an additional period of time to allow for
Q: What if I don’t have good maintenance records to the order and delivery of the new forklift. Once the new
Q: Do I have to own the old forklift? establish the historical average annual hours operation forklift has been delivered and the old forklift scrapped,
A: Yes. The old forklift must have been owned by you of my old forklift?
the forklift distributor and the applicant will send a fully
for the past two years, operated in Texas, listed during A: Under certain circumstances, the Railroad executed original Forklift Application with the required
that time, be in operating condition and would continue Commission will accept a digital photograph of the
supporting documentation to the RRC for review and
to be used for the activity life of the new equipment. working hourmeter and proof of age of the old truck
processing. The required supporting documents include
in order to determine the average annual usage.
the following:
Q: Is leasing a new forklift an eligible project?
A: Leasing a new forklift to replace an older forklift Q: May I trade in two old trucks for one new one? • Maintenance records for the old forklift covering
that the applicant has leased or owned for the past two A: The program allows only a one-for-one exchange. the last 24 months of operation. If no maintenance
years is an eligible project. Only “dollar option” leases records are available, the applicant will have to provide
are permitted under the rules of the program. The grant Q: How long does the new forklift have to operate in documentation of ownership of the old forklift for the
must be used to pay down the lease and the terms of the eligible counties? previous two years
the lease contract must reflect this. The lease on the new A: The term is five years at the option of the applicant.
• Copy of the sales invoice, purchasing or finance
equipment must extend to the end of the activity life of The forklifts must operate in the eligible counties for the
agreement showing payment by applicant of an amount
your equipment under the grant. number of years you commit to on the Grant Application
equal to or greater than the grant amount
form, which is a binding contract when the grant
Q: If my distributor offers a “zero down payment” plan, incentive is issued. • Manufacturer’s documentation or printed brochure of
can I still receive the grant? specification of new and old forklifts
A: The grant only covers cost the owner has actually Q: Must I purchase my forklifts from a participating • Documentation of model year of old forklift
expended to-date. For example, if you make zero forklift distributor?
down payment and have 84 months to pay, you will A: Yes. The company from which you purchase the • Copy of a scrap receipt for the old forklift with the
forklifts must have a participation agreement on file with chassis serial number noted
not receive your grant until your payments equal the
grant amount. the Railroad Commission of Texas and hold a current • Photos of the old forklift hour meter
RRC Category L license.
• Photos of the disabled engine and chassis
Q: Can I apply the grant toward the down payment?
A: Yes. For example, if you purchased an $18,000 Q: What happens to the emission reductions from the • A signed maintenance agreement with an
new forklifts? RRC-licensed shop
forklift, you could apply the grant amount as
reimbursement for the down payment. If you lease
A: Emissions reductions are transferred to the Texas
Commission on Environmental Quality for the state • Proof of property insurance (ACORD form or other
the equipment, your finance company must agree if document from applicant’s insurer), and the insurance
implementation plan, and are permanently retired.
you are using the grant as a front-end lease buy down. must be in effect at the time of grant funding
The grant may not exceed 80% of the new truck
Q: What happens to the old forklift? The RRC may require additional documentation from the
invoice value.
A: Old equipment must be scrapped. applicant and/or distributor at the Commission’s sole
discretion, to ensure proper use of grant funds.