Section 1 - APPLICANT AND PROJECT SITE INFORMATION

Jane E. Lawton Conservation Loan Program

Fiscal Year 2025 Application
FOR BUSINESSES, NONPROFITS, AND LOCAL JURISDICTIONS

Thank you for your interest in the Maryland Energy Administration (MEA) FY25 Jane E. Lawton Conservation Loan Program ("Lawton Loan Program", "the Program"). Please read these instructions carefully. Applicants should thoroughly review the FY25 Lawton Loan Program Funding Opportunity Announcement (FOA) posted on the MEA Lawton Loan webpage prior to completing this workbook. The FOA contains all terms, conditions, requirements, and restrictions of the Program. Failure to correctly complete this workbook according to the FOA may result in rejection of your Lawton Loan application, in which case you will need to reapply. A link to the MEA Lawton Loan webpage is found below.

Please carefully read and complete each tab in this workbook. All information is required unless otherwise noted. Applicants will be notified by MEA if any information is missing or requires clarification. Applicants will be given 30 days to supply missing information or to provide requested clarification.

Application workbooks that are not signed by an authorized representative of the Applicant WILL NOT be accepted.

PLEASE REMEMBER TO FILL OUT THE SIGNATURE BOXES.

A one-time, nonrefundable $250 application fee is required. Please make checks or money orders payable to the Maryland Energy Administration, and include a short letter with the check that indicates that you are submitting the application fee for the Applicant. The Applicant named in the letter must exactly match the name of the Applicant as it appears on its IRS Form W9. Mail the payment and letter in a sealed envelope to:

Maryland Energy Administration
Attn: Lawton Loan Program
1800 Washington Blvd, Ste 755
Baltimore, MD 21230

	Documents Needed
Complete and accurate FY25 Lawton Loan Application Workbook (this workbook)
12 consecutive months of Utility Bills supporting the information in the Energy Baseline tab(Facility Retrofit projects only)
Utility Baseline Estimation Documentation supporting the information in the Energy Baseline tab (Incremental Improvement projects only)
Energy Savings Summary Spreadsheet
Energy Savings Backup Documents
5 Years of Applicant Financial Statements OR Bank Statements (businesses and nonprofit organizations only)
Organization Foundational and Structure Document(s)
Board of Directors Roster (businesses and nonprofit organizations only)
IRS Form W9
Goods / Services Provided Summary (businesses only)
Real Property Appraisal
Documentation of Good Standing (businesses and nonprofit organizations only) - https://egov.maryland.gov/businessexpress/entitysearch
Paid Application Fee: Applicant's Resource Contribution Documentation (this may be, at minimum, the $250 application fee detailed below)

Section 1 - APPLICANT AND PROJECT SITE INFORMATION

MARYLAND BUSINESSES, NONPROFIT ORGANIZATIONS, AND LOCAL JURISDICTIONS ONLY
Applicant Organization Name:*

Applicant organization NameFederal Tax ID
Type of Organization:*
Applicant Organization Address (Headquarters)*

Headquarters Address (Not Project Site)

Street Address Line 2

CityState / Province

Postal / Zip Code
Individual or Agent Preparing Lawton Loan Application on Behalf of Applicant
Full Name*

First NameLast Name
Job Role / Title:
Title of job
Phone Number*
E-mail
example@example.com
Project Primary Point of Contact or Project Manager
Full Name*

First NameLast Name
Job Role / Title:
Title of job
Phone Number*
E-mail
example@example.com
Applicant's Legal Counsel
Full Name*

First NameLast Name
Job Role / Title:
Title of job
Phone Number*
E-mail
example@example.com
Applicant's Authorized Representative to sign financial AND borrow funds

*Individual authorized to sign this Application Workbook and submit the Application Package for the Applicant organization, and, if awarded, enter the Applicant into a Loan Agreement with MEA.
Full Name*

First NameLast Name
Job Role / Title:
Title of job
Phone Number*
E-mail
example@example.com
Does this person need to get approval from any other stockholders or officers of the Applicant organization to borrow?*

YESNO

What are the legal names of all shareholders of the Applicant organization and what percentage of shares does each owner own?

	Percentage of Ownership
Full Name
Ownership Percentage
Full Name
Ownership Percentage
Full Name
Ownership Percentage

What is (are) the legal name(s) of (all) officer(s) of the Applicant organization?

	Officers
Full Name
Full Name
Full Name

PROJECT SITE INFORMATION

Project Site Information Only
Project Site Name:*
Name your Project
Number of Buildings Involved in the Project:*
Project Site Historical Status:*
Properties located in historic districts as designated by the Maryland Inventory of Historic Properties (MIHP) and/or the National Register of Historic Places (NRHP) must undergo a historical preservation review to determine if the installation of the project creates an adverse impact to the historical significance of the property. If an adverse impact is created, MEA will be unable to grant funding to the project in accordance with Maryland State law. To check the historical status of the project site, MEA recommends using the Maryland Historical Trust's MEDUSA map locator tool, available at: https://mht.maryland.gov/Pages/default.aspx
Project Site Address*

Project Site Address (Not Headquarters)

Street Address Line 2

CityState / Province

Postal / Zip Code
County*
County where Project Site is located
Congressional District*
Find your Congressional and Legislative Districts at: https://maryland.maps.arcgis.com/apps/webappviewer/index.html?id=177afa87a67746a4ac5496b2d0897fb7
MD Legislative District:*
Legislative Boundaries Web Application- https://experience.arcgis.com/experience/3585d7300d12489ca0c4a4e14dbe2e49/
If project site is owned by the Applicant organization: List all Mortgage Holder(s) and Secured Parties
If project site is leased by the Applicant organization, Please provide the name of the lessor and the term of the lease.
Legal Land Description of Facility/Complex as Described by the Land Records Filed with the Local Jurisdiction

PROJECT SITE ENERGY BASELINE

Instructions: Please provide month-by-month energy consumption information for the project site in the tables below. If the facility is part of an Incremental Improvement project, provide modeled energy consumption for all loads. Up to two (2) electric utility accounts' consumption information can be entered into the tables below. If additional tables are needed, please submit a supplementary spreadsheet workbook with these accounts in a format that matches the tables below with your Application Package.
Select your electric utility provider:*
Current all-in electricity rate ($/kWh):*
Electric Utility Account Number # 1:*
Enter all utility information in the table to the left as it pertains to corresponding utility bills. Utility information must be for the twelve (12) most recent consecutive months of normal site operation. If you are providing information for more than one account, all accounts must report the same twelve (12) month period.

Electric Utility Account:*

	Year	Usage (kWh)	Demand	Total Cost
January
February
March
April
May
June
July
August
September
October
November
December
Totals
Peak Demand (kW)

Electric Utility Account Number # 2:
Enter all utility information in the table to the left as it pertains to corresponding utility bills. Utility information must be for the twelve (12) most recent consecutive months of normal site operation. If you are providing information for more than one account, all accounts must report the same twelve (12) month period.

Electric Utility Account:

	Year	Usage (kWh)	Demand	Total Cost
January
February
March
April
May
June
July
August
September
October
November
December
Totals
Peak Demand (kW)

Select your fuel utility/provider:
Select your fuel type:
Thermal Energy Account Number # 1:
Enter all utility information in the table to the left as it pertains to corresponding utility bills. Utility information must be for the twelve (12) most recent consecutive months of normal site operation. If you are providing information for more than one account, all accounts must report the same twelve (12) month period.

THERMAL ENERGY # 1 (AS APPLICABLE)

	Year	Usage	Fuel Unit	Total Cost
January
February
March
April
May
June
July
August
September
October
November
December
Totals

Thermal Energy Account Number # 2:
Enter all utility information in the table to the left as it pertains to corresponding utility bills. Utility information must be for the twelve (12) most recent consecutive months of normal site operation. If you are providing information for more than one account, all accounts must report the same twelve (12) month period.

THERMAL ENERGY # 2 (AS APPLICABLE)

	Year	Usage	Fuel Unit	Total Cost
January
February
March
April
May
June
July
August
September
October
November
December
Totals

PROJECT NARRATIVE

In 700 or fewer words, please describe the energy efficiency / energy conservation project. Include information on the following:
What is the motivations for pursuing the project?*
What is the general condition of the building(s) (existing facilities) OR a general description of the building(s) to be constructed (Incremental Improvement projects only)?*
Please provide a general description of the project components (energy conservation measures (ECMs) and/or activities)*
Please provide the total annual kilowatt-hours (kWh) and/or million British thermal units (MMBtu) saved (or avoided, if an Incremental Improvement project)*
Please provide the total percent and cost of annual energy baseline saved/avoided*
Please explain how an MEA Lawton Loan would help the project*

TECHNICAL INFORMATION

Instructions: Provide ALL INFORMATION REQUESTED in the following tables for each energy conservation measure (ECM) or activity. Up to five (5) tables are provided. If you require additional tables, please contact MEA via email at Lawton.MEA@Maryland.gov. The Lawton Loan Program Manager will provide you with a supplementary ECM/activity tables workbook to complete and include with the application package.
ECM / Activity #1:*
EXISITING EQUIPEMENT: Describe the Existing Equipment (Facility Retrofit projects) OR Code-minimum Equipment Used for Modeling (Incremental Improvement projects)*
EXISTING EQUIPMENT

Existing Equipment: Enter all applicable metrics about the EXISTING/code-minimum equipment below.

	Existing/Code Minimum Equipment	Units
Annual Electricity Consumption
Annual Fuel Consumption
Wattage
Voltage
Amperage
Horsepower
RPM
Cubic Feet per Minute
R-value
Fuel Input
Thermal Output
Fuel Use Efficiency
SEER
EER
HSPF
COP
U-value

NEW EQUIPMENT: Describe the Existing Equipment (Facility Retrofit projects) OR Code-minimum Equipment Used for Modeling (Incremental Improvement projects)*
NEW EQUIPMENT

New Equipment: Enter all applicable metrics about the NEW/above code-minimum equipment below.

	New/Code Minimum Equipment	Units
Annual Electricity Consumption
Annual Fuel Consumption
Wattage
Voltage
Amperage
Horsepower
RPM
Cubic Feet per Minute
R-value
Fuel Input
Thermal Output
Fuel Use Efficiency
SEER
EER
HSPF
COP
U-value

ECM / Activity #2:
Skip if no more ECM's
EXISITING EQUIPEMENT: Describe the Existing Equipment (Facility Retrofit projects) OR Code-minimum Equipment Used for Modeling (Incremental Improvement projects)
EXISTING EQUIPMENT

Existing Equipment: Enter all applicable metrics about the EXISTING/code-minimum equipment below.

	Existing/Code Minimum Equipment	Units
Annual Electricity Consumption
Annual Fuel Consumption
Wattage
Voltage
Amperage
Horsepower
RPM
Cubic Feet per Minute
R-value
Fuel Input
Thermal Output
Fuel Use Efficiency
SEER
EER
HSPF
COP
U-value

NEW EQUIPMENT: Describe the Existing Equipment (Facility Retrofit projects) OR Code-minimum Equipment Used for Modeling (Incremental Improvement projects)
NEW EQUIPMENT

New Equipment: Enter all applicable metrics about the NEW/above code-minimum equipment below.

	New/Code Minimum Equipment	Units
Annual Electricity Consumption
Annual Fuel Consumption
Wattage
Voltage
Amperage
Horsepower
RPM
Cubic Feet per Minute
R-value
Fuel Input
Thermal Output
Fuel Use Efficiency
SEER
EER
HSPF
COP
U-value

Do you have more ECM's / Activities to include? Include them here:
More than 2 ECM's

FINANCIAL INFORMATION

Instructions: Please provide all available information regarding the project cost and Applicant financial information below.
REQUESTED LAWTON LOAN AMOUNT*
MAX: $10,000-$50,000 Micro Loans; $50,001-$500,000 Traditional Loans

PROJECT COSTS

	Cost
Total Equipment
Total Engineering and Design
Permitting
Installation / Labor
Commissioning Costs
Other (Specify):
Other (Specify):

PROJECT FUNDING SOURCES

	Amount	Interest Rate
Estimated Utility Incentive(s)
Estimated MEA Grant(s)
Estimated Tax Credit(s)
Estimated Traditional Financing
Estimated C-PACE
Estimated Value of Donated Labor
Estimated Cash / Equity
Additional Estimated Leveraged Funds
Other

SCHEDULE OF EXISTING BUSINESS LIABILITIES

(may be skipped if all information requested in this table is in your financial statements)

Direct Liabilities

	Original Balance	Current Balance	Maturity Date	Monthly Payment	Interest Rate	Payment Status (Current of # of days Past Due)
Lender 1
Lender 2
Lender 3
Lender 4
Lender 5

Contingent Liabilities

	Original Balance	Current Balance	Maturity Date	Monthly Payment	Interest Rate	Payment Status (Current of # of days Past Due)
Lender 1
Lender 2
Lender 3
Lender 4
Lender 5

File Upload

Upload Financial Data, Utility Bills, Organizational Documents, Bank Statements, etc.
Cancelof

	Certification
By signing this Application, I certify under penalty of perjury that the information provided in this Application Workbook and all of the supporting documentation provided with it constitutes the entire Application Package and that it is complete, accurate, and true to the best of my knowledge, information, and belief. I certify that the contents of the entire Application Package is in compliance with all requirements of the FY25 MEA Jane E. Lawton Conservation Loan Program Funding Opportunity Announcement. I further certify that I am authorized to sign and submit this Application on behalf of the Applicant organization.
1. Applications are processed on a first-come, first-served basis. If offered a Lawton Loan, an application will be extended an offer in the order in which it was received.
2. Applications will be accepted until Thursday, May 15, 2025, at 3:00 P.M. EDT, or until funding is expended, whichever occurs first.
3. Submission of this Application Package does not guarantee that MEA will offer a Lawton Loan.
4. The Applicant organization possesses the legal authority to carry out Lawton Loan Program activities and will do so in accordance with all applicable laws and regulations.
5. I understand that a person may not make or cause to be made any false statement or report in any document required to be furnished to MEA for use in any agreement relating to financial assistance.
6. A person applying for or benefiting from financial assistance under the Lawton Loan Program may not knowingly make or cause to be made any false statement or report for the purpose of influencing the action of MEA on an application or for the purpose of influencing the action of MEA affecting financial assistance already provided.
7. I understand that any person who violates these terms shall be subject to the following penalties: (1) immediate cancellation of the Lawton Loan and acceleration of the terms of financial assistance provided by the Lawton Loan Program; and (2) subject to charges and upon conviction, subject to a fine not exceeding $50,000 or imprisonment not exceeding one (1) year or both.
8. I understand that the Applicant organization must adhere to all Lawton Loan Program statutory requirements, found in §§9-20A-01 - 9-20A-10 of the State Government Article, Annotated Code of Maryland.
9. I authorize MEA to contact the utilities serving the project site designated in this Lawton Loan Program application to obtain energy use data necessary to approve and monitor any loan awarded based on this application.
10. The equipment for the proposed project will not be purchased or installed prior to the execution of a Lawton Loan Commitment Letter with MEA.
11. MEA or its representative(s) may use photos and video of the Applicant's facility and data presented in final reporting on the project installation and operational performance for marketing, publicity, and advertising purposes. MEA and its representative(s), subject to the requirements of the Maryland Public Information Act, and other applicable laws, will not divulge any confidential information or trade secrets.
12. The Applicant will provide MEA with a complete, current, and legible IRS Form W9. All applicable Applicant organizational information provided in this Application Workbook must exactly match the information contained on the Applicant organization's completed IRS Form W9.
13. Representatives of MEA may access the Applicant organization's facility in order to conduct site inspections and measurement and verification activities, and to take photos or videos of the project.
14. Lawton Loan Program terms and conditions are subject to change at the discretion of MEA.
15. MEA and its contractors make no representation or warranty and assume no liability with respect to quality, safety, performance, or other aspect of any design, system, or appliance installed pursuant to this Application Package, and expressly disclaim any such representation, warranty, or liability.
16. Program funding is limited as described in the FY25 Jane E. Lawton Conservation Loan Program Funding Opportunity Announcement.

Section 1 - APPLICANT AND PROJECT SITE INFORMATION

PROJECT SITE INFORMATION

PROJECT SITE ENERGY BASELINE

PROJECT NARRATIVE

TECHNICAL INFORMATION

FINANCIAL INFORMATION

CERTIFICATION, ACKNOWLEDGEMENTS, ATTESTATIONS, AND SIGNATURE