CFY 12 Residential EVI nfr Rebate Guidelinesand App

Document Sample
CFY 12 Residential EVI nfr Rebate Guidelinesand App Powered By Docstoc
					                  ILLINOIS RESIDENTIAL

                FISCAL YEAR 2012

        Submittal Deadline 4:30 p.m. Friday, June 15, 2012

                          ILLINOIS ENERGY OFFICE
                         500 EAST MONROE STREET
                      SPRINGFIELD, ILLINOIS 62701-1643

Pat Quinn                                               David Vaught
Governor                                               Acting Director
1OSEnois Department of Commerce and Economic Opportunity
1.1      PURPOSE. The purpose of the Illinois Residential Electric Vehicle Charging
Infrastructure Rebate Program, through the Renewable Fuels Development Program
(RFDP) at the Illinois Department of Commerce and Economic Opportunity (the
Department or DCEO), is to encourage the installation and utilization of Level II electric
vehicle (EV) charging units at residential locations, such as parking lots and parking
garages for multi-unit rental, condo, and co-op buildings, and single-family and multi-
family home garages of EV drivers. The program will not fund projects outside the state
of Illinois.

1.2     AUTHORITY AND FUNDING. The Department is authorized by 20 ILCS 1105/3
to administer for the State any energy programs and activities under federal law,
regulation or guidelines. The Department is also authorized by the Renewable Energy,
Energy Efficiency, and Coal Resources Development Law of 1997 (20 ILCS 687/6-1 et
seq.) to administer the State’s Energy Efficiency Trust Fund Program. The Department
is also authorized by Illinois Public Act 97-0076 to administer grants and loans for
transportation electrification infrastructure projects, including, but not limited to, grants
and loans for the purpose of encouraging electric car manufacturing and infrastructure
for electric vehicles.


2.1    PROJECT LOCATION. Eligibility is limited to projects physically located in the
state of Illinois.

2.2    ELIGIBLE APPLICANTS. Eligible applicants include owners of single- or multi-
unit residential properties. The Department reserves the right to evaluate the eligibility
of each project on an individual basis and accept or reject the application on the basis of
that evaluation.

2.3     ELIGIBLE PROJECTS/EQUIPMENT. Eligibility is limited to costs associated with
the equipment purchase and installation of up to fourteen (14) single or dual Level II EV
charging units. “Level II” means 208-240 volt AC charging with a cord connector that
meets the SAE J1772 standard. An “EV charging unit” means a device used to provide
electricity to an electric vehicle, designed to ensure that a safe connection has been
made between the grid (or distributed generation) and the vehicle, and able to
communicate with the vehicle’s control system so that electricity flows at an appropriate
voltage and current level. An EV charging unit may be wall-mounted or pedestal style,
and may provide one cord (single) or two cords (dual) to connect to EVs. A two-cord
(dual) device is still defined as one EV charging unit. To be eligible for this rebate
program, applications must be consistent with the following criteria. Documentation of
compliance with these eligibility criteria must be provided as instructed in the Appendix.
2.3.1 All EV charging units must be installed in a parking lot or parking garage
      that primarily serves occupants of an affiliated or attached single- or multi-
      unit residential building.

2.3.2 All EV charging unit installations must be performed by a professional
      electrician who is licensed to transact business in the State of Illinois and
      maintains appropriate types and levels of insurance coverage.

2.3.3 All EV charging units must meet the following technology requirements:
           Units must be certified by Underwriters Laboratories (UL,
    or an equivalent certification.
           Units must be under a manufacturer’s warranty for a minimum
             period of one year. Any remanufactured equipment must have a
             warranty that meets or exceeds the original equipment
             manufacturer’s warranty.
           Units must be compliant with the current version of the National
             Electrical Code (NEC) Article 625 and all state and local codes and
             certification requirements, including but not limited to third-party
             certification as appropriate.
           Level II connectors must comply with the Society of Automotive
             Engineers (SAE) J1772 standard.

2.3.4 All EV charging units that are publicly accessible must meet the
      technology requirements listed below (in this sub-section). “Publicly
      accessible” means that any individual EV driver may gain access to and
      use the EV charging unit regardless of his or her residence, employer,
      business patronage, guest/visitor affiliation, fleet membership, or any other
      restrictive criteria other than the payment of a parking fee to the parking
      facility (e.g., the fee to park at a municipal parking lot or a private parking
      garage). Publicly accessible stations may or may not require EV drivers to
      pay for the use of the EV charging unit.
           Units must have networking to enable real-time location and status
               communication capabilities.
           Units must have non-proprietary, standards-based communications
           If use of the units requires a monetary transaction, units must have
               an open transaction platform.
           Units must have uniform signage clearly displaying equipment
               specifications, including power level, and instructions for use and
               payment (if applicable).
           Units must be compliant with the Americans with Disabilities Act

2.3.5 Installation of all EV charging units that are publicly accessible must be
      compliant with the Americans with Disabilities Act (ADA).
2.4    INELIGIBLE PROJECT COSTS. The following costs are not eligible for rebate
under these guidelines:

      2.4.1 Costs associated with the repair or replacement of parts for existing EV
            charging units.

      2.4.2 Costs associated with equipment or installation of EV charging units
            partially or wholly funded through the American Recovery and
            Reinvestment Act of 2009 (ARRA).

      2.4.3 Costs associated with the purchase, lease, operation, maintenance, or
            repair of electric vehicles.

      2.4.4 Any other costs not directly associated with the purchase or installation of
            an EV charging unit.

2.5    REBATE AMOUNT. The rebate is based solely on actual, documented project
costs of equipment and installation. Applicants may receive only one rebate per EV
charging unit.

      2.5.1 For non-publicly accessible EV charging units, the rebate award will be
            50% of the cost of installation (including equipment and labor), up to a
            maximum of $3,000 per unit, for up to a maximum of fourteen (14) units.

      2.5.2 For publicly accessible EV charging units, the rebate award will be 50% of
            the cost of installation (including equipment and labor), up to a maximum
            of $3,500 per unit, for up to a maximum of fourteen (14) units.

      2.5.3 The maximum possible total rebate award is $49,000, based on the
            installation of fourteen (14) publicly accessible EV charging units eligible
            for the maximum per-unit rebate of $3,500.

      2.5.4 In its sole discretion, and on a case-by-case basis, the Department may
            consider alternative EV charging unit specifications (e.g., DC fast charge
            units), or multiple sets of installations by the same applicant or at the
            same location (e.g., a mix of publicly accessible and non-publicly
            accessible EV charging units hosted by the same applicant).

      2.5.5 The DCEO Director reserves the right and may elect to waive the
            maximum rebate limitation and other program parameters upon a finding
            that such waiver is appropriate to accomplish the purpose of the Illinois
            Residential Electric Vehicle Charging Infrastructure Rebate Program.

2.6     PRIOR INCURRED COSTS. Applicants may apply for rebates for EV charging
units installed on or after July 1, 2011 but before the release of these program
guidelines. Prior incurred costs associated with such units are eligible for rebates under
this program provided that the units meet all other eligibility requirements described in
these guidelines.


3.1    REBATE AWARD SCHEDULE. Rebate applications under this program will be
accepted on an ongoing basis until June 15, 2012, as long as funding for the program is
available. This deadline is necessary to allow the Department to finalize all eligible
rebate payments before the close of the fiscal year.

3.2    GUIDELINE REVISION. All guidelines in this document are subject to review and
revision by the Department prior to the beginning of each fiscal year. The Department is
under no obligation to consider funding for any rebate application received after the
June 15, 2012 deadline.

3.3    DEPARTMENT ACTION. The Department shall review all EV charging unit
rebate applications to determine whether all program requirements have been met and
whether the applicant is eligible for funding.

       3.3.1 The Department reserves the right to reject any application. The
             submission of an application under these guidelines confers no right upon
             any applicant.

       3.3.2 The Department is not obligated to provide rebate funding, or to pay any
             costs incurred by the applicant in the preparation and submission of the

       3.3.3 The Department is under no obligation to provide rebate funding for
             applicants that proceed with project installation prior to receipt of a Notice
             to Proceed from the Department.


4.1   APPLICATION PROCESS. Rebate applications must be printed or typed on the
Department's current approved form included with these guidelines in the Appendix.

       4.1.1 Applicants should mail rebate applications to the following address:

              Illinois Department of Commerce and Economic Opportunity
              Illinois Energy Office
              Attention: Lonnie Dosenbach
              500 East Monroe Street
              Springfield, IL 62701-1643
      Or submit applications via email to

      The rebate application must be submitted as a single, signed document.

4.1.2 For questions regarding the rebate application or specific rebate-related
      costs, please contact Kate Tomford at (312) 814-1985 or before proceeding with any installation steps.

4.1.3 Applicants are strongly encouraged to submit a rebate application to the
      Department prior to making any financial investment. The application,
      with sections 1 through 6 on the Appendix form completed, will serve as
      the applicant's Notice of Intent to install the EV charging unit(s).

4.1.4 If the Department deems the project eligible for rebate, the applicant will
      receive a letter indicating a Notice to Proceed, and appropriate funds will
      be held from the date of the Notice to Proceed letter until June 15, 2012.
      During this period, unit installation must be completed and all final rebate
      documentation (detailed in the Appendix, section 7) must be submitted to
      the Department. For projects involving building construction, the fund
      holding period may be extended at the discretion of the Department.
      Applicants may request from the Department an extension beyond June
      15, 2012. At its discretion, the Department may grant an extension based
      on good cause or any other program parameter the Department considers

4.1.5 Upon completion of the EV charging unit installation, the applicant must
      submit a letter to the Department stating that the project was completed as
      scheduled within the fund holding period detailed in Section 4.1.4 and in
      compliance with all requirements described in these guidelines. The letter
      must be accompanied by the final documentation listed in section 7 on the
      Appendix form and any updates and/or adjustments to the previously
      submitted sections 1 through 6. Submission of this letter and the final
      documentation requirements listed in section 7 of the Appendix completes
      the rebate application process. An application must be complete in order
      to be considered for rebate funding.

4.1.6 For projects deemed ineligible, the Department will send a letter to the
      applicant with notification of the same. If an applicant receives an
      ineligible project letter, the applicant may reapply for the rebate by
      submitting a new application.

4.1.7 If, following the receipt of the Department's Notice to Proceed, an
      applicant chooses to install a different type, number, or configuration of EV
      charging units, the Department's Notice to Proceed will be deemed null
            and void. In order to receive a rebate, the applicant will be required to
            submit a new application.

4.2   APPLICANT OBLIGATION. Upon submittal of an application, the applicant
agrees to the following:

      4.2.1 Access. Applicant will permit any agent authorized by the Department,
            upon presentation of credentials, access to the EV charging unit project
            site at any point after submission of the application, during normal
            business hours.

      4.2.2 Illegitimate Expenditures. Applicant must return to the Department any
            and all funds that are determined by the Department to have been spent in
            violation of the rebate agreement.
                 Illinois Department of Commerce and Economic Opportunity
                                FY12 Residential Electric Vehicle
                            Charging Infrastructure Rebate Program
                                       Application Form

1) Applicant Information:

Legal Name of Applicant                                                              SSN or FEIN

Applicant address (include 9 digit zip code)                                              County

Project address (if different from above)                                                 County

Telephone number                                                                      Fax number

Applicant e-mail address                                                        Web site address

Applicant project manager                                                                    Title

2) Charging Unit Specifications and Installation Information:

Model and Manufacturer

Power (kW)                                     Voltage (V)                          Amperage (A)

Year of Manufacture                                                              Warranty Period

Proposed Date of Purchase                                       Proposed Date of Unit Installation

Name, Address, and Telephone Number of the Installer

Business License Number and Proof of Insurance                            Estimated Labor Hours

Is the installer a Female- or Minority-owned business?

   No or NA                               Female-owned              Minority-owned

Note: Please attach a copy of the bid letter and/or documentation showing the purchase price of
the system to be installed and the spec sheet for the Electric Vehicle Charging Infrastructure
System being purchased.
3) Applicant Organization Legal Status:

   Individual                         Not For Profit Corporation         Nonresident Alien
   Sole Proprietor                    Tax Exempt                         Medical Corporation
   Partnership/Legal                  Governmental                       Pharmacy, Non-corporate
   Corporation                        Estate or Trust                    Pharmacy/Funeral

Businesses, local governments, and non profit entities that have received previous grants or
rebates from the State of Illinois should also fill out and send a W-9 form
( with application.

Businesses that are LLC-Corp or LLC-Partnership should also provide a copy of an IRS
Acceptance Letter.

Local governments and non-profit entities that have not had a previous grant or rebate from the
State of Illinois should provide a copy of an IRS Exemption Letter.

DCEO cannot make payments to sole proprietorships and LLC-disregarded entities. Sole
proprietorships will have to apply as individuals and LLC-Ds will have to file under their parent

4) Financial Information:

                                     Publicly Accessible Units        Non-Publicly Accessible Units
                                  (Rebate up to $3,500 per unit or    (Rebate up to $3,000 per unit or
                                   50% of equipment + labor cost,      50% of equipment + labor cost,
                                         whichever is less)                  whichever is less)
Equipment cost per unit:                                     $                                  $

Labor cost per unit:                                         $                                  $

Total cost per unit:                                         $                                  $

Number of units installed:

Total cost:                                                  $                                  $

Rebate requested:                                            $                                  $

Combine publicly accessible and non-publicly accessible units for grand totals:

Grand Total Project Cost:                               $

Grand Total Rebate Requested:                           $

Please list funding source(s) for the portion of installation costs (equipment + labor) that is not
covered by the rebate:
5) Project Narrative:

The application must include a narrative summary description of the project, the equipment
installed, the site of the installation, and the anticipated use of the unit(s). If the units are publicly
accessible, please note this and describe the nature of the public access in the narrative.

6) Applicant Certifications:

The applicant’s authorized official and project manager must affirmatively sign the certifications
listed on the following page.

7) Final Documentation Required:

Upon completion of installation, the applicant must submit:
    Copies of all sales invoices/receipts showing the purchase price and amount paid by the
      applicant for the EV charging unit(s), number of units purchased, and serial numbers from
      the unit(s).
    Documentation of all technology requirements listed in 2.3.3 and, for publicly accessible
      units, all technology requirements listed in 2.3.4.
    Copies of all invoices/receipts showing installation costs and number of labor hours spent
      by the installer and any subcontractors for the project.
    Copies of canceled checks as proof of payment for installation costs.
    A copy of the installer’s written certification that the unit(s) have been installed and are
      operating in accordance with local, state, and federal codes.
    Date(s) of installation, installation completion, and when the unit(s) are operational.
    Digital photograph(s) of the completed unit(s).

Note: Failure to provide this documentation will negate the applicant’s eligibility for the rebate.
                               Applicant Certifications
Applicant hereby certifies that:

       It is not in violation of the prohibitions against bribery of any officer or employee of the
        State of Illinois as set forth in 30 ILCS 505/10.1.

       It has not been barred from contracting with a unit of state or local government as a result
        of a violation of Section 33E-3 or 33E-4 of the Criminal Code of 1961 (720 ILCS 5/33 E-3 and
        5/33 E 4).

       As of the submittal date, the information provided in its application is accurate, and the
        individuals signing below are authorized to submit this application.

       There is no action, suit or proceeding at law or in equity pending, nor to the best of
        applicant's knowledge, threatened against or affecting the applicant before any court or
        before any governmental or administrative agency that will have a material adverse effect
        on the performance required by this program.

       Should it become the subject of an action suit or proceeding at law or in equity that would
        have a material adverse effect on the performance required by this program, or an
        investigation by any state or federal regulatory law enforcement or legal authority;
        applicant shall promptly notify the Department.

       It is not currently operating under or subject to any cease and desist order or subject to
        any informal or formal regulatory action, and, to the best of applicant's knowledge that it is
        not currently the subject of any investigation by any state or federal regulatory law
        enforcement or legal authority.

____________________________________                    ____________________________________
Authorized Official (signature)                         Applicant Project Manager (signature)

Typed/Printed Name                                      Typed/Printed Name

Title                                                   Title

Date                                                    Date

Shared By: