OMB Con t rol No. 2060
- 05 8 6 

# ENERG **Y STA**  **R ®**  

# Partnershi **p Agreement**  **Fo r**  **Lender s**  **Information For**  **Display on**  **the ENERGY**  **STA R**  **Web Site**  See Gen e ral C o mmitments for ENERGY S TAR P artners fo r requ i rements that must be met befo re g etting displa ye d on the We b. 

### Organi z a tion N a me: T e lepho n e: States served: W eb site add re ss:



## Lender **Requirements T**  **y pe of Energy**  **Efficient Mortg a**  **ge (EEM) and/or Energy I**  **m pr** **o v** **e ment**  **Mortg a**  **ge (EIM) Offered (check all that appl**  **y ):**  FHA Fann i e Mae Fredd i e Mac VA Other (plea s e descr i be) (W rite “EN E RGY STA R Mor t gage” if participa t ing in the ENE R GY STAR M ort g age Pilot Progra m) 

### M **e thod**  **of Pr** **o moting**  **EEMs a**  **nd/or EIMs**  **a nd**  **ENERGY S**  **T A** **R ( c**  **he c**  **k a**  **l l**  **that a**  **p p**  **l y**  **):** On company W eb site; Distribut i ng p ro motio n a l mate r ials at lo c a l bra n ches Other
**Oth e**  **r Requirements (ch e**  **c k to**  **ackn o** **w l**  **e dge):** 

Each bu s i n ess office has a st aff person w ho c an pro cess EEM or EIM appl i cations a nd c a n ab l y a n s wer consu m er qu e stions a b out EEMs or EIMs, ENERGY S TAR and EN E RGY S TAR qualifi ed ho m es. Le n der must submit pro o f of hav i ng w ritten one EEM or EIM to gain acc e ss to resourc e s reserved for a ctive partners, and at l e ast three EEMs or EIMs eve ry 1 2 months to ma i n tain acti ve pa rtner status (Pi l ot program p a rticip a n ts do not need to s u bm i t proof of hav i ng w ritten one EN E RGY S TAR Mortgage but do n eed to w r ite at least three ENERGY S TAR Mortgages eve ry 1 2 months) Le n der must re port to EPA the number of E E Ms and/or EIMs w ritten each ye ar Le n der must a dhe re to the ENERGY S TAR Identi ty G u i d el i nes a n d the E NERGY S TAR W eb Lin k ing G u i d el i nes (a va i l ab l e at www
. e n e rg ys t a r.gov/marks a nd w ww
. e ne rg ystar. g ov/part n ers , respectivel y ) Le n ders p a rtic i pati n g in the E NERGY S TAR Mortga g e Pilot Program must adhe re to all c u rrent Prog ram rules a n d re qu irements ( www
. e n e rg ys t a r.gov/ho m es Click on l ink for Len d ers) 

## Contact **Information A**  **u thorized**  **Company Rep**  **r esentat**  **i v** **e** ( p r i nted na m e): T itl e : E
- mail 1 

### : 1 A valid e - mail add ress is required for o nli n e acc e ss to the E N ERGY STAR marks 

### Address: Ci ty /State/Zip:
T e lepho n e: F ax : Sig n ature: Date:
**To be**  **c om**  **p l**  **e t** **e d**  **by US**  **E P**  **A :**  Ka t hl e en H o ga n ; Direct or, Cli m at e Pro t ect i on P a rt nerships D i v i s i on, U

. S. Enviro nmen t al Pro t ect i on Ag ency 

### Sig n ature: Date:
EPA Form 59 0 0
- 08

# ENERG **Y STA**  **R ®**  

# Part **n ershi**  **p Agreement**  **Fo r**  **Lender s** 

**Fax this form to:**  **ENERGY S T**  **A R for Hom**  **es -**  **Fin a**  **n c**  **e P a**  **rtn e**  **rship**

**202 -**  **343 -** **2 2**  **0 0**  **For more information please call the ENERGY S**  **T A** **R H o**  **tline at 1 -**  **888 -**  **S T** **A R** 
**– YES or**  **v isit:**  **w w** **w .**  **e n**  **er g**  **y s**  **t ar.g**  **o v**  **/ homes**  **ENERGY S**  **T A**  **R B a**  **c k**  **grou n**  **d In**  **f orm**  **a tion**  E PA’s **EN ER**  **G Y**  **S T**  **A R**  helps c o nsumers, busi n esses, and pu b lic orga n izati o ns p rotect the environment through superior ene rg y efficiency
. **E N**  **ER G**  **Y ST A** **R for Homes** pro motes energ y- e fficient homes that can improve buil d er profitability , improve ho m e quality and homeow ner comfort, lower energ y d e mand, and red u ce air polluti o n. T h e goal of the EN E R GY S TA R le n der partn e rship is to provide lenders w i th a ma r keting pla tform th e y can use to promote financing products that can help pros p e ctive home b u yers purchase an EN E R GY S TA R qu a lifi e d ho m e, and he l p ed u cate prospecti ve h o mebu yers on the benefi ts of owning an e n erg y- efficient, ENERGY S TA R qu a li fied home. 

### ENERGY S **T A**  **R’s Commitments to Partners** 1. Increase aware ness of the ENERGY S TAR l a bel by distribu t ing key messages on the benefits of ENERGY S TA R qu a lified homes and ho m es related products
. 2. Provi d e (via the EN E R GY S TA R W eb site, Ho t l ine, e - mail or other means) current E N E R GY S TA R news, information, and reference documents. 3. Provi d e E N E R G Y STAR L e nder Partners w i th p ublic recog n iti o n through the onli n e E N E R GY S TA R partner l o cator tool. 4. Res p ond e x pe d iently to a n y Partner requests for i n formation or clarification on ENERGY S TA R poli c ies. 

### General Commitments for ENERGY **S T**  **A R L**  **e nd**  **e r**  **P a**  **rtn e**  **rs** 1. Use the Partne rship and the EN ERGY S TAR l a bel to promo t e energy efficien cy as an ea s y and desira b le option for new homebu ye rs to prevent po l luti o n, protect the e nvironm e nt, and save money on ene rg y bills. N o len d ing orga ni zation is per m i tted to use E N E R GY S TAR ’s Certifica t ion M a rk to promote itse lf or its loan p rograms or products. 2. Adhere to the E

NE R G Y S T A R Identity Guide l

i n es (avai l able at www.energ ys t a r .gov/marks ) and ensure that authorized repre se ntatives, such as adverti s i ng a gencies, also c o mpl y
. 3. Adhere to the E

NE R GY S T A R W e b Lin k ing G uidelin e s (availa b le at www.energ ystar.gov/partn e rs). Fa il ure to do so can resu l t in the l oss of lin k i ng p r ivileg e s from the EN E R GY S TA R W e b site. 4. If participating in the EN E R GY S TA R Mortgage Pilot Prog ram, adhere to the c u rrent Program’s rules and req u irements (www.energ ys t a r.gov/homes). 5. Submit to EN E R GY S TA R a c opy of a home e nergy rating report used b y the lender to write an EEM or EIM. This is require d before the len d er can access part ners - only resources such as the ENERGY S TAR pa rtners
- o n ly marks and listing on the EN E R GY S TA R W e b site. T h is commitment d o es not apply for lenders partne r ing under the E N E R GY S TA R Mortgage Pilot Program. 6. Every 12 month period starting from the t i me t h e lende r’s i n iti a l access to the EN E R GY S TA R marks is activa ted, submit to E N E R G Y S TAR copi e s of three home energy ra ting reports or other documents s how ing energy savings u s ed b y the lender pa r tner to w rite three EEMs or E I Ms (or approved E N E R GY S TA R Mortgages) during the past consecutive 12 months. T his is re quired for the l e nder to maintain active partner status, or to reactivate its partnership. Only active part ners c a n use EN E R GY S TA R partners
- only marks and be listed on ENERGY S TA R ’ s We b s i te. 7. Promote EEMs and/or EIMs (or approved ENE R GY S TA R Mo r t gages) and EN ERGY S TAR on their We b sit e s or b y distributing brochures or other promotio n al materi a l at local branc h es. 8. Have a staff person at each bu s iness office w ho can proc e ss E EM and/or EIM applicati o ns (or ENERGY S TA R Mortgage applicatio n s) and w ho can ably an s wer consumer qu e stions about EE Ms and / or EIMs (or approved E N E R GY S TA R Mortgages). 9. Report to EPA t he number of EEMs and/or EIMs (or approved ENERGY S TA R Mortgages) written each year. 10. Do not im p l y , directly or indirect l y , that a n y loan product or service has been a p proved, accept e d, or endorsed b y the fed e ral government. For example, do not use the terms “ENERGY S TA R EEM” or “EN E RGY S TA R Mo r t gage” or “EN E RGY S TA R Lo a n”. On l y lende rs participa t ing in the EN E R GY S TA R Mortgage Pilot Program m a y use the term “ENERGY S TA R Mortgage” a n d only in refere n ce to mortgages approved as ENERGY S TA R Mortgages. 

### Gen **e ral T** **e r**  **m s and**  **Disclaime r** **s** 1. Partner w ill not construe, claim, or i m ply that its participat i on in E N ERGY S TA R constitutes federal governm en t approval, a c c e ptance, or endorsement of a n yt hing other than the Partner’s commitment to E N ERGY S TAR. Partnership does not con s titute federal government endorsement of the Partner or its homes or services. 2. Partner unders tands that the activities it undertakes in co n nection w i th ENER G Y S TAR are vo luntary and not i ntended to prov i de servic e s to the federal gove rnment. As such, the Partner will not submit a claim for compe n sation to any fe deral age n cy
. 3. Partner and EN ERGY S TAR w i l l assume go o d faith as a genera l prin c i p l e for resol v ing confl i ct and w ill seek to resolve a ll m a tters i nformal l y, s o as to preserve max i mum public confidence in E N E R GY S TA R

. 4. This agre ement is voluntary a n d can be termi n ated b y either p arty at a n y time for a n y reason, w i th no penalty
. 5. Failure to comply w i th a n y of t h e terms of this P artnership Agre ement can result in its termination and cessati o n of access to the benefits of ENERGY S TAR , inclu d ing use of the marks. 6. E N ERGY S TA R w ill acti vely pursue resolu t i on of noncomplian c e related to the use of the EN E R GY S TA R ma r ks. The gover n ment estimates the average time ne ed ed to fill out this form is 0.16 hours and welco m es suggestions fo r reducing this effort. Send comme n ts (refe rencing O M B Control Num be r) to the Director, Collection S t rategies Div i sion, U.S. EPA (2822T), 1200 Penn s y l va ni a Ave., NW , Wa shington, D.C. 20460.