Oregon Administrative Rules › Chapter 330 - DEPARTMENT OF ENERGY › Division 112 - ENERGY EFFICIENCY AND SUSTAINABLE TECHNOLOGY LOAN PROGRAM › Section 330-112-0020 - Sustainable Energy Project Managers

Current through Register Vol. 63, No. 7, July 1, 2024
(1) The PPFA shall be the sustainable energy
			 project manager for the investor-owned electric utility service territory, and
			 shall be the acting sustainable energy project manager in any other territory
			 that is not served by an existing sustainable energy project manager. The PPFA
			 and consumer-owned utilities are not subject to the requirements of this
			 section.
(2) Entities may apply to
			 be the sustainable energy project manager for a territory: where the 5-year
			 term of the sustainable energy project manager for that territory is within 1
			 year of expiry; or where the PPFA is the acting sustainable energy project
			 manager.
(3) Each entity applying
			 to be a sustainable energy project manager shall submit to the director the
			 following:
(a) Completed application on a form
			 approved by the director,
(b) Proof
			 of its status as a city, county, metropolitan service district, local
			 government, nonprofit, for-profit, tribal or state entity;
(c) Boundaries that are consistent with the
			 parameters established in ORS 330-112-0030  for the sustainable energy territory
			 of the proposed sustainable energy project manager;
(d) A proposed business plan that
			 demonstrates how the entity will provide the following services for the program
			 within the proposed sustainable energy territory:
(A) Promotion and outreach;
(B) Technical support;
(C) Financial support including loan
			 applicant support;
(D) Project
			 installation verification;
(E)
			 Monitoring of program effectiveness of energy efficiency and sustainable
			 technology loans;
(F) Cooperation
			 and coordination of outreach and promotional efforts with local utilities and
			 other stakeholders;
(G)
			 Coordination with gas utilities regarding any changes to a gas pipeline or the
			 installation of appliances used for space heating, water heating and compressed
			 natural gas refueling;
(H)
			 Coordination with electric utilities regarding electric charging or any changes
			 to electrical connections that are external to a structure;
(I) Referral of applicants with household
			 incomes that may qualify them for a weatherization program to the Housing and
			 Community Services Department;
(J)
			 Reporting of information on a monthly basis regarding:
(i) The total amount of energy efficiency and
			 sustainable technology loans issued;
(ii) The types of projects being funded by
			 the loans;
(iii) The characteristics
			 of the loan recipients; and
(iv) The
			 number of applications denied, and the reasons for denial;
(K) Maintenance of records that document the
			 receipt and disbursement of funds provided through the program;
(L) Maintenance of records that document both
			 approved and denied applications for loans; and
(M) Development of the underwriting criteria
			 used to determine loan eligibility.
(e) A detailed breakdown of the cost of
			 implementation of its business plan, in particular the elements of its business
			 plan listed in OAR 330-112-0020(3) (d) (A) through (D); and
(f) Background information about the
			 applicant including, but not limited to, the qualifications, relevant
			 experience, financial status and staff of the applicant.