Multifamily Incentive Reservation Form

TECH Multifamily Incentive Process

Step 1: Initiate process to reserve funds by completing this form

Step 2: TECH Team reviews reservation

* If corrections are needed, the contractor is emailed a correction request link to update information and resubmit

* The contractor and property owner will be contacted by email to determine equity-eligibility

Step 3: Electronic signature links are emailed to the contractor and property owner

* After reservation is signed, another email is sent with a link to verify signatures

Step 4: TECH Incentive Manager completes final review of reservation

Step 5: Contractor and property owner are notified by email whether reservation is approved/not approved

* If approved, a copy of the reservation form, the program terms and conditions, and equipment requirements is provided

If you have any questions or need assistance contact TECHMF@aea.us.org

Property Information

Select an existing property or create a new one

Select an existing oneCreate a new one

Site Id

Existing Property

Property Street Address	Number of Buildings
Property Name	Property City
Property Zip Code	Number of Dwelling Units
Housing Type	Occupant Status

Property Meter Structure

Existing Space Heating Paid By

Existing Domestic Hot Water Paid By

Proposed Space Heating Paid By

Proposed Domestic Hot Water Paid By

Occupant Status	Housing Type
Number of Dwelling Units	Number of Buildings
Property Name	Property Street Address
Property City	Property Zip Code

Property Meter Structure

Existing Space Heating Paid By

Existing Domestic Hot Water Paid By

Proposed Space Heating Paid By

Proposed Domestic Hot Water Paid By

Property Equity Incentive Eligibility

Please select all criteria that apply and represent this property. Select N/A if not applicable.

N/ADeed restricted housing or property with restrictive covenantAt least 80% of the living units are 60% AMI or lessProperty is eligible for SOMAH or MASHProperty is in Tribal Lands

If you have a Deed Restriction, Restrictive Covenant, Rent Roll, SOMAH Participation Agreement, or other documents to support Equity Incentive eligibility, upload here. Supporting documents may also be emailed to TECHMF@aea.us.org after reservation is submitted, be sure to reference the TECH Reservation ID number and/or Property Address.

Property Owner Company Information

Select an existing account or create a new one

Select an existing accountCreate a new account

Acc Id

Existing Account

Property Owner Company Name

Property Owner Company Address

Property Owner Company Zip Code

Property Owner Company City

Property Owner Company Name

Property Owner Company Address

Property Owner Company City

Property Owner Company Zip Code

Property Owner Contact Information

The Property Owner Primary Contact will be used for regular program correspondence. The Signatory Contact will be individual to sign the reservation agreement.

Are Signatory and Property Owner Primary Contact the same person?

YesNo

Property Owner Primary Contact Information

Property Owner Primary Contact First Name	Property Owner Primary Contact Last Name
Property Owner Primary Contact Email	Property Owner Primary Contact Phone
Property Owner Primary Contact Title

Property Owner Primary Contact Information

Property Owner Primary Contact First Name	Property Owner Primary Contact Last Name
Property Owner Primary Contact Email	Property Owner Primary Contact Phone
Property Owner Primary Contact Title

Property Owner Signatory Contact Information

Property Owner Signatory Contact First Name	Property Owner Signatory Contact Last Name
Property Owner Signatory Contact Email	Property Owner Signatory Contact Phone
Property Owner Signatory Contact Title

Page 2

Contractor Company Information

Select a TECH Contractor

TECH Enrolled Contractor Add ContractorContractor companies are added weekly. If you do not find your company or information is incorrect, select "Add Contractor" and complete the fields. (This does not affect your enrollment in TECH)

Enrolled Contractor

Contractor Company Name Contractor Company Street Address	Contractor Company City Contractor Company Zip Code
CSLB Number

New Contractor

Contractor Company Name	Contractor Company Street Address
Contractor Company City	Contractor Company Zip Code
CSLB Number

Contractor Contact Information

The Contractor Primary Contact will be used for regular program correspondence. The Signatory Contact will be individual to sign the reservation agreement.

Are Signatory and Contractor Primary Contact the same person?

YesNo

Contractor Primary Contact Information

Contractor Primary Contact First Name	Contractor Primary Contact Last Name
Contractor Primary Contact Email	Contractor Primary Contact Phone
Contractor Primary Contact Title

Contractor Primary Contact Information

Contractor Primary Contact First Name	Contractor Primary Contact Last Name
Contractor Primary Contact Email	Contractor Primary Contact Phone
Contractor Primary Contact Title

Contractor Signatory Contact Information

Contractor Signatory Contact First Name	Contractor Signatory Contact Last Name
Contractor Signatory Contact Email	Contractor Signatory Contact Phone
Contractor Signatory Contact Title

Page 3

Small Multifamily Incentive

Are you interested in submitting a Small Multifamily (SMF) Incentive Reservation?
The Small Multifamily pathway is for projects impacting ≤10 apartment units and must be completed within 120 days from the date the reservation is approved. Review Small Multifamily project requirements here:
https://frontierenergy-tech.my.site.com/contractorsupport/s/article/Small-Multifamily-Incentive-Qualifications-for-Heat-Pump-Water-Heaters

Since you've selected a Small Multifamily Incentive option, please keep in mind the following limits when filling out the next steps:

Small Multifamily for Unitary HPWH only: The total number of HPWH units cannot exceed 10. You will specify this in Step 3

Since you've selected a Small Multifamily Incentive option, please keep in mind the following limits when filling out the next steps:

Small Multifamily for Central HPWH only: The total number of apartments served by HPWHs cannot exceed 10. You will specify this in Step 4.

Since you've selected a Small Multifamily Incentive option, please keep in mind the following limits when filling out the next steps:

Small Multifamily for both Unitary and Central HPWH: The combined total of HPWH units and apartments served cannot exceed 10. You will specify this in Step 3 and 4.

Quantity of HPWHs, <55 and ≥55 gallons combined, cannot exceed 10

Quantity of Equity Eligible or Low GWP Adders cannot exceed 10

Quantity of Electrical Upgrades, General Market and Equity combined, cannot exceed 10

A quantity for Unitary HPWH should be entered.

A quantity for Unitary HPWH and a quantity for Number of Apartments Served for Central HPWH should be entered.

You've indicated you’re submitting a Small Multifamily Reservation. Please ensure that the combined total of Unitary HPWH units and Apartments Served does not exceed the 10-unit limit. Review Steps 3 and 4 to verify.

If this doesn't meet Small Multifamily criteria, please return to the "Are you interested in submitting a Small Multifamily Incentive Reservation?" question and select a different option.

SMF Validations Auxiliar fields

Option 1

Option 1 - Was any measure entered for Unitary?

Option 2

Option 2 - Was any measure entered for Central?

Option 3

Option 4

Option 4 - Was any measure entered for Unitary and Central?

Small Multifamily Budget

Sum of Gallons and Apartments

Equity Eligible Adder amount

Low GWP Adder

Sum of CAU Gallons

Unitary HPWH - Reservation for Qualifying Equipment Scope of Work (Retrofit Only)

Only TECH measures with current funding are shown on this form, and TECH measures not shown are not available to be reserved at this time. Funding and reservation launch dates for other TECH measures will be announced when available. When funding for additional measures is available, they will be included on this form.

Heat Pump Water Heater (HPWH)

Total number of HPWH

Apartment Unitary HPWH

HPWH Quantity 1

Gas/Propane/Electric Resistance to HPWH

Sub-Category	Incentive for Individual Apartment	Qty of HPWHs	Total Incentive
< 55 Gallons
≥ 55 Gallons
Equity Eligible Adder
Low GWP Adder

Common Area Unitary

Gas/Propane/Electric Resistance to HPWH

Sub-Category	Incentive for Individual Apartment	Qty of HPWHs	Total Incentive
< 55 Gallons
≥ 55 Gallons

Central MF HPWH

(Basic System)

Gas/Propane/Electric Resistance to HPWH

Sub-Category	Incentive for Equipment serving 2+ Apartments	Qty of Apts served	Total Incentive
< 17 Gallons per Bedroom Served
≥ 17 Gallons per Bedroom Served

Pool and Spa HPWH

All Non-Heat Pump Systems

Pool Heater Type	Incentive for Equipment serving 2+ Apartments	Qty	Total Incentive
Heat Pump Pool Heating

HVAC Heat Pumps

Individual Apartment HVAC

Previous Space Heating Source	HVAC Type	Incentive for Individual Apartment / Per Compressor	Qty of compressors	Total Incentive
Non-Heat Pump Systems	Split or Packaged Rooftop/ Multi-position Heat Pump (Ducted or Ductless)
Non-Heat Pump Systems	PTHP, SPVHP, or unitary through the wall/ceiling Heat Pump. Single or Two Stage Compressor
Non-Heat Pump Systems	PTHP, SPVHP, or unitary through the wall/ceiling Heat Pump. Variable Capacity/Inverter Driven

Central HVAC

Previous Water Heating Source	HPWH Tank Size	Incentive for Equipment serving 2+ Apartments / Per Apartment Served	Qty of Apts served	Total Incentive
Non-Heat Pump Systems	HP HVAC equipment serving multiple apts

Common Area HVAC

Previous Space Heating Source	HVAC Type	Incentive per Compressor	Qty	Total Incentive
Non-Heat Pump Systems	Split or Packaged Rooftop/ Multi-position Heat Pump (Ducted or Ductless)
Non-Heat Pump Systems	PTHP, SPVHP, or unitary through the wall/ceiling Heat Pump. Single or Two Stage Compressor
Non-Heat Pump Systems	PTHP, SPVHP, or unitary through the wall/ceiling Heat Pump. Variable Capacity/Inverter Driven

Undersized Apt. Electrical Infrastructure upgraded as part of Unitary HPWH Installation

HPWH Quantity 2

Apt subpanel, feeder, meter disconnect upgrade

Upgrade Type	TECH Incentive (per Apartment Receiving Electrical Upgrade)	Qty	Total Incentive
General market
Equity

Incentive variables

Page 4

Central MF HPWH

(Load Shift Optimized System)

Amount of systems

Total number of apartments served

Apartments Amount

The number of apartments served cannot exceed 10 regardless of the amount of systems added.

A quantity for Unitary HPWH and a quantity for Number of Apartments Served for Central HPWH should be entered.

A quantity for Apartments Served should be entered.

You've indicated you’re submitting a Small Multifamily Reservation. Please ensure that the combined total of Unitary HPWH units and Apartments Served does not exceed the 10-unit limit. Review Steps 3 and 4 to verify.
If this doesn't meet Small Multifamily criteria, please return to the "Are you interested in submitting a Small Multifamily Incentive Reservation?" question and select a different option

System 1

Gas/Propane/Electric Resistance to HPWH

Sub-Category	Incentive for Equipment serving 2+ Apartments	kWh	Number of apartments served	Total Incentive	Attach this System's Ecosizer Incentive Calculator Results Report
Base Rebate
Equity Eligible Adder
Low GWP Adder

System 2

Gas/Propane/Electric Resistance to HPWH

Sub-Category	Incentive for Equipment serving 2+ Apartments	kWh	Number of apartments served	Total Incentive	Attach this System's Ecosizer Incentive Calculator Results Report
Base Rebate
Equity Eligible Adder
Low GWP Adder

System 3

Gas/Propane/Electric Resistance to HPWH

Sub-Category	Incentive for Equipment serving 2+ Apartments	kWh	Number of apartments served	Total Incentive	Attach this System's Ecosizer Incentive Calculator Results Report
Base Rebate
Equity Eligible Adder
Low GWP Adder

System 4

Gas/Propane/Electric Resistance to HPWH

Sub-Category	Incentive for Equipment serving 2+ Apartments	kWh	Number of apartments served	Total Incentive	Attach this System's Ecosizer Incentive Calculator Results Report
Base Rebate
Equity Eligible Adder
Low GWP Adder

System 5

Gas/Propane/Electric Resistance to HPWH

Sub-Category	Incentive for Equipment serving 2+ Apartments	kWh	Number of apartments served	Total Incentive	Attach this System's Ecosizer Incentive Calculator Results Report
Base Rebate
Equity Eligible Adder
Low GWP Adder

System 6

Gas/Propane/Electric Resistance to HPWH

Sub-Category	Incentive for Equipment serving 2+ Apartments	kWh	Number of apartments served	Total Incentive	Attach this System's Ecosizer Incentive Calculator Results Report
Base Rebate
Equity Eligible Adder
Low GWP Adder

System 7

Gas/Propane/Electric Resistance to HPWH

Sub-Category	Incentive for Equipment serving 2+ Apartments	kWh	Number of apartments served	Total Incentive	Attach this System's Ecosizer Incentive Calculator Results Report
Base Rebate
Equity Eligible Adder
Low GWP Adder

System 8

Gas/Propane/Electric Resistance to HPWH

Sub-Category	Incentive for Equipment serving 2+ Apartments	kWh	Number of apartments served	Total Incentive	Attach this System's Ecosizer Incentive Calculator Results Report
Base Rebate
Equity Eligible Adder
Low GWP Adder

System 9

Gas/Propane/Electric Resistance to HPWH

Sub-Category	Incentive for Equipment serving 2+ Apartments	kWh	Number of apartments served	Total Incentive	Attach this System's Ecosizer Incentive Calculator Results Report
Base Rebate
Equity Eligible Adder
Low GWP Adder

System 10

Gas/Propane/Electric Resistance to HPWH

Sub-Category	Incentive for Equipment serving 2+ Apartments	kWh	Number of apartments served	Total Incentive	Attach this System's Ecosizer Incentive Calculator Results Report
Base Rebate
Equity Eligible Adder
Low GWP Adder