330-280-0070 Low- or Moderate-Income Eligibility (1) In order to qualify for a rebate offered under the program for low- or moderate-income tenants, the owner of the dwelling where the installation will be located must provide proof of eligibility. Proof of eligibility shall be provided in at least one of the following ways: (a) The owner provides the Department with a U.S. Internal Revenue Service or Oregon Department of Revenue tax transcript for each tax filer residing at the dwelling where the heat pump shall be installed. A tax transcript must be for the most recent tax filing year immediately preceding the current year, or the transcript for the year prior if the tax return for the most recent tax filing year has not yet been filed. A transcript must also demonstrate the household adjusted gross income is less than or equal to 100 percent of state median income adjusted for the applicable household size. (b) The owner provides the Department an eligibility notice for the household residing at the dwelling where the heat pump shall be installed that a member of the household has received in the past seven months for one of the following Oregon Department of Human Services, Oregon Health Authority, or Oregon Housing and Community Services programs or for one of the following programs administered by a federally recognized Tribe or Tribally Designated Housing Entity: (A) Supplemental Nutrition Assistance Program (SNAP); (B) Oregon Health Plan (OHP) (Medicaid); (C) Children’s Health Insurance Program (CHIP). (D) Temporary Assistance for Needy Families (TANF); (E) Low Income Home Energy Assistance Program (LIHEAP); (F) Oregon Energy Assistance Program (OEAP); (G) Low Income Weatherization Assistance Program. (c) The owner provides proof they are currently qualified under one or more of the following programs administered by Oregon Housing and Community Services at the rental housing where the heat pump shall be installed: (A) A housing capital funding offering issued through a Notice of Funding Availability; (B) Low Income Housing Tax Credits; (C) Oregon Multifamily Energy Program; (D) Conduit/Pass-Through Revenue Bond Financing Program; (E) Local Innovation and Fast Track Housing Program; (F) Loan Guarantee Program and General Guarantee Program; or (G) Oregon Rural Rehabilitation Loan Program. (d) The owner provides the Department proof they are participating in the Housing Choice Voucher Program (Section 8) at the dwelling the heat pump shall be installed. (e) The owner provides the Department proof that either: (A) They provide activities and services funded by the United States Department of Housing and Urban Development Indian Housing Block Grant at the rental housing where the heat pump shall be installed; or (B) The rental housing where the heat pump shall be installed was constructed using funds from the United States Department of Housing and Urban Development Indian Housing Block Grant. (f) The owner provides the Department a certification, issued in the past 12 months, that a Tribal member residing at the dwelling where the heat pump shall be installed is qualified as low- or moderate-income, as attested to by a federally recognized Tribe or Tribally Designated Housing Entity. (2) The Department will provide low- or moderate-income eligibility certification forms to contractors. For each installation where the customer claims eligibility for the rebate rate for low- or moderate-income tenants, all legal owners of the dwelling or their representative must sign the form certifying that the information is accurate. The contractor must submit a scanned copy of the form and accompanying documentation to the Department as part of the reservation application. Statutory/Other Authority: Oregon Laws 2022, Chapter 86 (Senate Bill 1536) & ORS 469.040 Statutes/Other Implemented: Oregon Laws 2022, Chapter 86 (Senate Bill 1536) History: DOE 1-2025, amend filed 01/22/2025, effective 01/27/2025 DOE 5-2024, temporary amend filed 08/23/2024, effective 08/26/2024 through 02/14/2025 DOE 2-2024, amend filed 04/30/2024, effective 05/01/2024 DOE 2-2023, adopt filed 04/17/2023, effective 04/18/2023