330-240-0150 Allocation of Rebate Funds (1) Subject to limits on the number of reservations per contractor and on the percentage of funding that may be spent under the program for specific categories of installations, the Department will allocate rebate funding within each funding allocation in paragraph (5) according to the order in which reservation applications are approved by the Department. The Department will review applications for reservation in the order in which reservations are submitted by contractors, signified by the time and date stamp for receipt of the reservation application. (2) The Department will only reserve funding for a maximum of forty (40) reservations per contractor at a time, consisting of up to twenty reservations in each of two categories: (a) systems for residential customers who are not low- or moderate-income; and (b) systems for low- or moderate-income residential customers or low-income service providers. (3) A new reservation application will be rejected by the Department if the contractor already has twenty current reservations in the Department’s software system for the category of system for which the contractor is attempting to make a new reservation application. Once a contractor converts a reservation into a rebate request using the Department’s software system, the contractor may obtain an additional reservation for that category. (4) No more than 75 percent of program funds may be used for rebates benefitting residential customers who are not low- or moderate-income residential customers, except as provided in paragraph (6). (5) No more than 50 percent of funds may be used for rebates benefitting low-income service providers. (6) The Department will make rebate funds available for reservation according to the following schedule: (a) Projects for low- or moderate-income residential customer: Beginning January 22, 2020, 50 percent of rebate funds will be available for reservation for systems for low- or moderate-income residential customers or low-income service providers. (b) Projects for residential customers that are not low- or moderate income, phase one: Beginning January 22, 2020, 25 percent of rebate funds will be available for reservation for systems for residential customers other than low- or moderate-income residential customers. (c) Projects for residential customers that are not low- or moderate-income, phase two: Beginning April 15, 2020, 25 percent of rebate funds will be made available for reservation for systems for residential customers other than low- or moderate-income residential customers, in addition to any remaining available funds under subparagraph (6)(b). (7) The Department may reallocate a portion of funds under subparagraph (6)(a) and make the funds available for reservations for residential projects for residential customers who are not low- or moderate-income after July 22, 2020, subject to the requirement that at least 25 percent of program funds available for issuing rebates in a calendar year be made available to low- or moderate-income residential customers or low-income service providers. (8) If total funds spent and allocated for installations for low- or moderate-income residential customers and low-income service providers in a calendar year are less than 25 percent of the program funds available for that year, then the unspent and unallocated funds may be made available for all applicants, including residential customers who are not low- or moderate-income residential customers, in the following year. (9) The Department will periodically post information on its webpage regarding fund balances, including notification when funds that may be used for specific categories of installations are completely spent in the form of rebates or allocated in the form of reservations. Statutory/Other Authority: ORS 469.040 & Oregon Laws 2019 chapter 655 (House Bill 2618) Statutes/Other Implemented: Oregon Laws 2019 chapter 655 (House Bill 2618) History: DOE 3-2019, adopt filed 12/19/2019, effective 01/01/2020