Fillable Smart Energy Loan Program Application Checklist (City of Plano)

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Smart Energy Loan Program Application Checklist (City of Plano)

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Smart Energy Loan Program Application Checklist
The following items must be submitted:
1. A completed Application Packet which includes:
a. A signed and completed Smart Energy Loan Program Application
b. A signed copy of the Resident Agreement
2. Copies of the below supporting documentation needed for the property where improvement
will be made:
a. Proof that the homeowner is current on property taxes for the property
(http://taxpublic.collincountytx.gov/webcollincounty/accountsearch.htm)
b. Proof that the homeowner is current on the insurance for the property as evidenced by
a receipt or documentation showing the policy has been paid or is current on scheduled
payments;
Email completed application and supporting documentation to:
smartenergyloans@plano.gov
*Failure to attach the above documentation may delay approval to participate in the Smart
Energy Loan Program.
Page 1 of 10
Program Applicants must be able to demonstrate the following
minimum requirements:
Must be a U.S. citizen or Legal Resident Alien
Must live in an owner-occupied home in Plano
Must hold title to the property with no involuntary liens
Must be current on mortgage and property taxes
Must have homeowners insurance
No bankruptcy or foreclosure the past 3 years
Must meet minimum credit requirements as determined by Lender
Must meet minimum income requirements as determined by Lender
Must complete all required program documents and participate in
program evaluations from City as requested
CITY OF PLANO
SMART ENERGY LOAN PROGRAM
Application
I. Applicant Information
Applicant’s Name (include suffix if applicable) Co-Applicant’s Name (include suffix if applicable)
Social Security # Date of Birth Social Security # Date of Birth
Primary Phone Number Primary Phone Number
Email Address Email Address
II. Property Information
Current Address
_______________________________________________________________________________________
Street City State Zip Code
Owner(s)? Y N Year Home Built____________________
Mortgage Company _____________________________________________________________________
Second Lien (if applicable) _______________________________________________________________
Current Mortgage Balance ________________ Square Footage of Home_______________________
Electric Company _______________________________________________________________________
Gas Company (if applicable)
_________________________________________________________________
Residential ESID # (located on monthly electric bill)__________________________________________
Do you currently have a citation or lien from the City of Plano for property code violations?
Yes No
If yes, describe and include the documentation:
___________________________________________________________________________________________
___________________________________________________________________________________________
\
\
Page 2 of 10
SMART ENERGY LOAN APPLICATION
APPLICANT’S LAST NAME: ___________________________
Created: 11/25/19
Have you made energy efficient improvements through the City of Plano – SMART Energy Loan
Program in the past? Yes No
If yes, please list the date, type(s) of improvement, and loan amount.
Date:________________ Type(s):__________________________________________________________
Amount:________________
Do you have any health, safety, or security concerns regarding your home?
Yes No
If yes, please describe: 
___________________________________________________________________________________________
___________________________________________________________________________________________
III. Declarations
Please use the blank space below to provide details if needed.
Applicant
Co-
Applicant
YES NO YES NO
1. Are you a U.S. Citizen?
2. Are you a Legal Resident Alien?
3. Have you had a bankruptcy or foreclosure in the past 3 years?
4. Do you occupy the property as your primary residence?
5. Are you current on your mortgage and property taxes?
6. Do you currently have homeowner’s insurance?
7. Do you hold title to the property with no involuntary liens?
Details:
_________________________________________________________________________________
________
_________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
_________________________________________________________________________________
________________________________________________________________________________
\
\
\
\
Page 3 of 10
SMART ENERGY LOAN APPLICATION
APPLICANT’S LAST NAME: ___________________________
Created: 11/25/19
IV. Certifications
Applicant Certification:
The applicant certifies that all information given and furnished in this application is given for the
purpose of qualifying for energy efficient improvement assistance. The applicant also certifies that all
information is true and complete to the best of the applicant’s knowledge and beliefs.
Penalty for False or Fraudulent Statement:
The applicant understands that the U.S.C. Title 18, Part I, Chapter 47, Sec. 1001, provides that:
“…whoever, in any matter within the jurisdiction of any department or agency of the Government of
the United States, knowingly and willfully falsifies…or makes any fictitious or fraudulent statements
or representation(s), or makes or uses a false writing or document knowing the same to contain false,
fictitious, or fraudulent statement or entry, will be fined under this title, imprisoned not more than 5
years…”
_______________________________________
Applicant’s Signature
_______________________________________
Co-Applicant’s Signature
______________
Date
______________
Date
V. Acknowledgment and Agreement
Applicant Co-Applicant
Acknowledgments and Agreements
Agree Disagree Agree Disagree
I understand that the City of Plano will verify or re-verify any information
contained in this application, or obtain any information or data relating to
the energy efficient improvement assistance, for any business purpose
through any source, including a source named in this application.
I understand that the City of Plano may request additional information
outside of the information listed in this application. Said additional
information may be necessary to clarify or support the original application
information provided. The City of Plano will notify me in writing in the
event the information contained herein is insufficient whereby I may be
required to provide a release to obtain said additional information.
I understand that the City may retain the original and/or an electronic
record of this application, whether or not the energy efficient improvement
assistance is approved.
I understand that the City may rely on the information contained in the
application; and I am obligated to amend and/or supplement the
information provided in this application if any of the material facts that I
have represented herein should change prior to written approval.
My property
will be oc
cupied as indicated in the application.
Page 4 of 10
Page 5 of 10
CITY OF PLANO
SMART ENERGY LOAN PROGRAM
Resident Agreement
I, _________________________________ (Homeowner’s Name), hereinafter referred
to as “Participant,” have been selected to participate in the City of Plano’s Smart Energy
Loan Program, hereinafter referred to as “Program” and hereby agree to the following
with respect to my participation in the program.
A. Scope of the Program
Participant agrees and understands that the Program provides loans to homeowners for
energy-efficiency improvements made to their existing home that improves the home’s
“Home Energy Rating System (HERS)” rating. The steps to complete the program are as
follows:
1. Participant must complete an online application through the City.
2. Once eligibility requirements are met, Participant will receive a Homeowner
Eligibility Letter and can then apply for a pre-approval loan through BTH
Bank, hereinafter referred to as “Lender”.
3. Lender will notify Participant and City of pre-approved status.
4. Participant coordinates pre-improvement General Energy Audit with a
RESNET certified auditor, reviews results, and decides on scope of work.
5. Participant obtains contractor estimates, makes selection, and provides City
with required documents.
6. City provides Project Eligibility Letter to Participant and Lender
7. Participant completes loan approval requirements
8. Upon approval notification by Lender, Participant completes project scope,
coordinates post-improvement RESNET General Energy Audit and provides
City with all required documents.
9. City issues Quality Assurance Certificate to Recipient and Lender.
10. Participant closes loan and Lender issues funding to contractor and
Participant.
11. Participant begins loan repayment 30 days after closing.
Costs that qualify for the loans may include materials and contracted labor as approved
by the City of Plano, hereinafter referred to as “City”. Participant understands and agrees
that the City must approve the energy-efficiency improvements prior to their installation
to qualify for the Program.
B. Loan Program
The Participant agrees to pay the auditor/contractor for any costs incurred for
improvements outside of the loan and not authorized in writing by the City. The Participant
also understands that the Program is a loan and fully repayable to Lender.
C. Conditions of Participating in the Program
Participant agrees to adhere to the following process to qualify for the Program
after meeting all eligibility requirements listed on pg. 1 of this packet.
1. Select an approved auditor to perform the energy audit.
a. The City will provide Participant with an approved list of auditors
certified to participate in the Program.
b. Participant must use an auditor from the approved list.
c. Participant must use the same auditor to verify completion of ALL work
on the project (pre-improvement audit, energy efficiency
improvements, and post-improvement audit) unless otherwise
authorized by the City in writing.
d. Participant is responsible for comparing pricing for services as
auditor’s rates may vary.
e. The City does not warrant any of the products or services installed or
promote the use of one auditor over another.
THE CITY OF PLANO SHALL HAVE NO LIABILITY FOR THE AUDITOR
AND/OR CONTRACTOR’S WORK OR NEGLIGENCE. PARTICIPANT AGREES
TO HOLD HARMLESS, INDEMNIFY, AND RELEASE THE CITY AGAINST ANY
CLAIMS, FINES, DAMAGES, PENALTIES, LAWSUITS OR JUDGMENTS
ARISING OUT OF THE SMART ENERGY LOAN PROGRAM AND AUDITORS
AND/OR CONTRACTOR’S RECOMMENDATIONS OR WORK.
2. Schedule a pre-improvement home energy audit within 30 days of
approved eligibility.
a. The auditor will perform a pre-improvement home energy audit and
issue an Improvement Analysis Report including the home’s HERS
rating for your property.
b. Before any work is performed or purchases are made for
improvements, pre-improvement audit must be completed and
approved by the City.
c. Participant understands that auditors are not City employees but are
private businesses and have taken specific training and obtained
certification to perform home energy audits.
Page 6 of 10
d. If the Participant is not satisfied with the auditor selected, they must
select a new auditor before any work is performed including the pre-
improvement energy audit. Participant is required to use the same
auditor that performed the pre-improvement energy audit to coordinate
the final post-improvement audit.
3. Obtain the pre-improvement home energy audit, Improvement Analysis
Report and a quote for recommended improvements from the auditor.
a. Once Participant schedules an appointment with the auditor, the
auditor will perform a pre-improvement home energy audit at
Participant’s home.
b. Participant agrees to be responsible for determining auditor’s pricing
and payment requirements.
c. The first audit establishes the home baseline rating through a
“snapshot” of the home’s existing energy efficiency.
d. An average audit is estimated to take between two and four hours to
complete.
e. The auditor will come to your home and perform tasks such as
measuring doors and windows, checking insulation levels assessment
heating and water heating systems and locating drafts inside your
home. The pre-improvement audit report will cover recommended
improvements.
f. The Participant is responsible for preparing their house for inspection
before the auditor arrives by cleaning the fireplace of ashes, providing
clear access of the attic and crawlspace and making sure the auditor
can easily access doors and windows.
g. The auditor will give the Participant two copies of their pre-
improvement audit Improvement Analysis Report and many provide a
quote regarding improvements that need to be made to make the
Participant’s property more energy efficient.
h. Participant may select a different contractor to estimate and perform
the actual improvements if desired.
4. Submit required paperwork within 30 days of receipt to the City for
written authorization to proceed.
a. The Participant shall send a copy of the pre-improvement Improvement
Analysis Report and quote of all selected improvements to the City.
b. The City will notify the Participant and auditor or contractor if the
recommended improvements and the quote are approved or denied
within 14 business days of receiving the Improvement Analysis
Report and estimate for improvements from Participant.
Page 7 of 10
5. If the improvements are approved in writing by the City, Participant must
begin to make the energy-efficiency improvements exactly as approved
no later than 30 days after written authorization. Participants will be given
three months from the written authorization date to complete the project
based on approved estimate.
a. ONLY those improvements authorized by the City in writing will
be covered by the loan program. Eligible projects are referenced in
Exhibit C as listed on the City of Plano’s website or at
smartenergyloans.com.
b. If the Participant has questions regarding the improvements authorized
or what qualifies for the Program, Participant should contact the City
for clarification.
6. Schedule a post-improvement energy audit from the same auditor that
completed the pre-improvement energy audit and improvements.
a. Participant shall schedule the same auditor to do a post-improvement
energy audit to determine the increase of their home’s energy
efficiency.
b. Participant will sign auditor and/or contractor’s invoice to acknowledge
that work has been completed. By signing the contractor invoice(s),
Participant acknowledges that work is completed and satisfactory.
c. Participant must submit the post-improvement energy audit, the Final
Condition Improvement Analysis, the Fuel Summary Report and final
invoice to the City for review and approval. The City will issue a Quality
Assurance Certificate to Participant and Lender.
d. Lender will fund loan proceeds
e. Participant will begin loan repayment after 30 days of funding
D. Termination
The Program is subject to available funding and the City reserves the right to terminate
the program for any reason on 30 days’ notice to Participant.
The Program is also subject to cooperation of the Participant. Failure of Participant to
adhere to the conditions of this agreement will result in immediate suspension of the
Participant from the Program and termination of the agreement. If Participant is
suspended form the program, the Participant shall be responsible and liable to the
auditor/contractor for all costs incurred for audits and/or improvements.
Page 8 of 10
E. Amendments
This Program agreement or associated timelines are subject to change by the City of
Plano without notice.
F. Disclaimer and Indemnification
THE CITY IS NOT A PARTY TO THE CONTRACT BETWEEN PARTICIPANT AND
AUDITOR/CONTRACTOR. THE CITY AND ITS RERESENTATIVES ARE SOLELY
ENERGY EFFICIENCY PROGRAM ADMINISTRATORS AND AS SUCH ARE
REQUIRED TO PROVIDE INFORMATION AND MONITOR COMPLIANE WITH CITY
AND FEDERAL POLICIES AND REGULATIONS IN THE ADMINISTRATION OF THE
PROGRAM. ANY INFORMATION PROVIDED BY THE CITY TO PARTICIPANT DOES
NOT CONSTITUTE LEGAL ADVICE TO PARTICIPANT AND IS FOR
INFORMATIONAL PURPOSES ONLY. ANY DISPUTES, DISAGREEMENTS, FINES,
CLAIMS, OR LAWSUITS ARISING OUT OF THE PROJECT BETWEEN OWNER AND
AUDITOR/CONTRACTOR ARE THE SOLE RESPONSIBILITY OF THE OWNER AND
OWNER EXPRESSLY AGREES TO INDEMNIFY, RELEASE, AND HOLD HARMLESS
CITY FROM SAME.
PARTICIPANT AGREES THAT IT IS HIS/HER RESPONSIBILITY TO SEE THAT THE
AUDITOR/CONTRACTOR COMPLETES THE WORK SPECIFIED AND THAT CITY
HAS NOT RESPONSIBILITY FOR ANY FAULTY OR INCOMPLETE WORK OF THE
AUDITOR/CONTRACTOR. PARTICIPANT ALSO AGREES THAT HIDDEN OR
LATENT CONDITIONS ARE NOT THE RESPONSIBILITY OF THE CITY, NOR IS CITY
LIABLE FOR SUCH CONDITIONS. PARTICIPANT AGREES TO RELEASE THE CITY
AGAINST ANY CLAIMS, FINES, DAMAGES, PENALTIES, LAWSUITS OR
JUDGEMENTS ARISING OUT OF THE SMART ENERGY LOAN PROGRAM AND
AUDITORS AND/OR CONTRACTOR’S RECOMMENDATIONS OR WORK.
G. Federal Requirements
The American Recovery and Reinvestment Act of 2009, Public Law 111-5, appropriates
funding for the Department of Energy (DOE) to issue/award formula-based grants to
states, U.S. territories, units of local government, and Indian tribes under the Energy
Efficiency and Conservation Block Grant (EECBG) Program. The City received money
for the Smart Energy Loan Program from the EECBG Program. Be advised that special
terms and conditions may apply to projects funded by the Act such as the following:
a. Historic Buildings – Depending on the age, location, and historical
structure of a facility receiving EECBG funds, potential EECBG projects
may be screened to identify any proposed projects that might have an
“adverse effect” on a historic property. Participant shall cooperate with
the City to determine if there are any historical property issues.
Page 9 of 10
By signing below, I acknowledge that I have fully read this agreement and understand
and agree to the terms contained herein.
DATES this ______________ day of ________________, 20___.
____________________________
Participant’s Written Name
____________________________
Participant’s Signature
____________________________________________________________
Participant’s Address
____________________________
Participant’s Phone Number
____________________________
Participant’s Email Address
Page 10 of 10
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Completed 14 July 2020

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