2023 EPA Clean School Bus Rebate Forms: Application User Guide


EPA CLEAN

SCHOOL BUS

2023 EPA Clean School Bus Rebate Forms:

Application User Guide

September 2023

United States
Environmental Protection
* W -i	Agency

EPA-420-B-23-039

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Table of Contents



Before You Begin	4

1.	Sign In/Register	5

1.1	Online Rebate Application Information	5

1.2	Applicant Login	5

1.3	Login.gov	5

1.4	Terms of Service and Privacy Policy	6

1.5	Login.gov Account	7

1.6	Create Your Account	8

1.7	Email Confirmation	9

1.8	Confirm Email Address	9

1.9	Create a Password	10

1.10	Continue Once Password Created	11

1.11	Authentication Methods	12

1.12	Authentication: Phone Number	13

1.13	Authentication: Security Code	14

1.14	Login.gov Account Created	14

2.	Create/Edit a New Application	15

2.1	Start a New Application/Dashboard Page	15

2.2	Continue with New Application	16

2.3	Information Icons	16

2.4	Welcome	17

2.5	Edit Your Rebate Application	17

2.5.1 Applicant Info	17

2.6	Data Entry Errors	18

2.7	Saving and Editing Your Information	18

2.8	View Draft and Submitted Applications	19

2.9	Organizations	20

2.10	School District Information	21

2.11	School District Prioritization Information	23

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2.12	Bus and Infrastructure Information	24

2.13	Bus Information Data Entry	24

2.13.1	Existing Bus Information	24

2.13.2	New Bus Information	26

2.13.3	Workforce Development Planning	27

2.14	Signature	28

3. Submission and Review Process	30

3.1 2023 Clean School Bus Rebate Application Help	30

Appendix A. Glossary	31

Appendix B. Printable List of Fields	35

41

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Before You Begin

This guide will walk you through the steps needed to create, edit, submit, and view your 2023 Clean School
Bus online rebate application. This guide also includes detailed definitions of key fields found in the online form
and a printable list of all fields required in the form. Plan to spend 3 or more hours to complete the Application
Form. However, you do not need to complete it in one session. You may save the form and come back at any
time. Please note, you will be logged out of the form after 15 minutes of inactivity, so plan to save frequently
to avoid loss of entered information.

Follow these steps to prepare to complete the application:

1. Confirm SAM .gov Points of Contact. Confirm that the email of the person that plans to complete
the application is registered as a designated Point of Contact (POC) in your organization's active SAM,
gov entity registration. Otherwise, the person will not be able to access the rebate application system.
Click here for more information on SAM.gov POCs.

2. Review the glossary of terms used in the rebate application (see ).

3. Compile all required data. Appendix E provides a printable list of all necessary data fields.

4. Check browser version. Before filling out the rebate application, make sure the web browser version
meets or exceeds the following versions:

— Chrome 38

— Safari 7.1

— Internet Explorer 11

— Firefox 13

Note: Content headings on the following pages correspond to the sequence of application pages.

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1. Sign In/Register



The steps below outline the process of registering and/or signing in to the EPA Clean School Bus Online
Forms Portal via Log in. gov.

1.1	Online Rebate Application Information

Access the online rebate application from the Clean School Bus Program online rebate application information
page at https://www.epa.gov/cleanschoolbus/school-bus-rebates-clean-school-bus-program.

1.2	Applicant Login

Select "Sign in."

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Select "Login."

Select a Login Method

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EPA Gateway is using a credential provider to allow
you to sign in to your account safely and securely.

If you do not have an existing togin.gov account, you
will be able to create one before you log in.

0 FAQ ® Help 1$ Pnvacy & Security Notice

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1.4 Terms of Service and Privacy Policy

Select "Agree" to continue.

Select a Login Method

J Login.gov

PIV Card



United States Environmental Protection Agency Terms of
Service and Privacy Policy

Warning Notice

•	Thus warning banner provides privacy and security notices consistent with applicable federal
laws, directives, and other federal guidance for accessing this Government system, wtiich
includes (1>th«s computer network., (2) all computers connected to this network, and (3) all
devices and storage media attached to this network or to a computer on this network.

•	This system is provided tor Government-authorized use only,

•	Unauthorised or improper use of this system is prohibited and may result in disciplinary action
and' o* twii and criminal penalties

•	By using this system, you understand and consent io the following

o The Government may monitor, record, and audit your system usage, including usage
of personal devices and email systems for official duties or to conduct EPA Business.
Therefore, you have no reasonable expectation of privacy regarding any
communication or data transiting or stored on this system At any time, and for any
lawful Government purpose, (he government may monitor, intercept, and search and
seee any communication or data transiting or stored on Ihis system
o Any communication or dais transiting or stored on this system may be disclosed or
used for any lawful Government purpose

DISAGREE

AGREE

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1.5 Logiri.gov Account

If you have a Log in. gov account with a POC email address listed in your organization's SAM.gov entity
registration, enter that email address and password and select "Sign in," then skip to Step 2: Create/Edit a
New Application. Otherwise, select "Create an account."

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Privacy A<;t Statement a

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1.6 Create Your Account

Enter your SAM.gov POC email address, select your language preference, read the Log in. gov rules of use and
select the checkbox to accept, and select "Submit."

QLOGIN.GOV &EPA ' '

Create your account

Enter your address

Select your email language preference

Login.gov allows you to receive your email communication in
English, Spanssh or French

O English (default)

O Espafiol
O Franca is

~ I read and accept the Login gov Rules of Use a

Submit

Cancel

Security Practices and Privacy Act Statement
Privacy Act Statement a

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1.7 Email Confirmation

Check your email.

0 LOGIN.GOV oEPA -"

Check your email

We sent an email to	n i —» -with a link

to confirm your email address. Follow the link to continue
creating your account

Didn't receive an email? Resend
Or. use a different email address
You can close this window if you're done.

1.8 Confirm Email Address

Open the confirmation email from Log in. gov and select "Confirm email address."

Q LOGIN.GOV

Confirm your email

Thanks for submitting your email address Please click the link
below or copy and paste the entire link into your browser. This
link will expire in 24 hours

Confirm email address

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1.9 Create a Password

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O You hive confirmed your email address

Create a strong password

It must be at least 12 cJtaracters long and not be a commonly
w»d password Th»1&rt!

O Strew password

Password

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Continue

Password safety dps

. Cancel account creation

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1.10 Continue Once Password Created

Select "Continue" once you have entered a password.

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Create a strong password

it must be at leesl 12 characters long awl
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1.11 Authentication Methods

Select one of the five authentication methods, then select "Continue." The following steps in this guide will
only walk through the "Text or Voice Message" option, but you can use the option that best suits your needs.

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1.12 Authentication: Phone Number

Enter a phone number, select a preferred delivery method (text or call), and select "Send code."

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Send your security code via text
message (SMS) or phone call

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1.13 Authentication: Security Code

Enter the security code you receive and select "Submit." Select "Remember this browser" if you do not want
to enter a security code again. You can optionally add a second authentication method.

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Select "Agree and continue."

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2. Create/Edit a New Application

After signing in using vour Loain.aov account, you will see the Clean School Bus Rebate Forms Applicant
Dashboard webpage. Here you can create new applications, edit draft applications, and submit and view
submitted 2023 rebate applications as well as access forms from previous rebate funding years.

2.1 Start a New Application/Dashboard Page

The Dashboard page lists all existing applications. To begin a new application, ensure that "2023" is selected
from the Rebate Year drop-down menu, then select the "New Application" button to begin.

Note: Your connection to the rebate application system will time out unless you interact with the screen at
least once every 15 minutes. "Interacting" can mean entering or deleting information, or even moving your
cursor on the screen. If your connection times out, you risk losing data entered since the last save.

Clean School Bus Rebate Forms

• Clean Schort Bus Rf-bjic Program

• Onlirvp Rphate An JcaHion Information

Retwe Year i«> v

O New Application

Your Rebate Forms

SeHect a button twtow to frfir or an existing rebate form.

O Form Type © llf I O Applicant O Updated By

Application 1 ~~ AARTISAVAHI INC.

— Drata 123* Foway Unified 9/11/20231

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2.2 Continue with New Application

After clicking on "New Application," you will need to select the specific SAM.gov account (denoted by Unique
Entity Identifier (UEI), Electronic FundsTransfer (EFT) Indicator, and Applicant Name) to open a new application
form from the "Start a New Rebate Application" box.

Note: Most organizations will only have one UEI and EFT combination, but some may have more than one
account from which to choose. For example, an organization may have registered multiple bank accounts
in SAM.aov. each with its own EFT Indicator, to receive different funding payments. Therefore, review the
specific UEI, EFT, and applicant name options carefully before proceeding as choosing the wrong one could
lead to issues and delays throughout the rebate process.

Start a New Rebate Application

Please select a row (arrow icon) below to begin your rebate form. If you are unsure what UEI, EFT
Indicator and Applicant row to select, please verify the correct one in your SAM.gov account before

continuing.

e uei

6 EFT Indicator

©Appli

cant

1234

Legal Business Name from SAM.gov for this UEI

2.3 Information Icons

Hover your mouse over the information icons found throughout the application pages for additional information
regarding specific fields.

Unique Entity Identifier (UEI) ©

123456000111

EEk

| This is your applicant organization's SAM.gov Unique

Entity Identifier (UEI) and is automatically filled based on
I the organization selected when starting this application.

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2.4 Welcome

Review the text on the Welcome page and select "Next" to proceed.

Note: Use of the browser's back, forward, or refresh buttons while in the rebate application will result in loss
of work. Please navigate using the "Next," "Previous," and "Save" buttons on the page.

To save your work on the form, you must select the "Save" or "Next" button, kf there is a "Complete* button on Ihe page, first select "Complete" and then "Sarve" or "Mext" to save your work.
Vou will then be Able to return later to finish your application wii hout losing information.

To submit your application to EPA. complete all application screens. an4 then sign and submit the form. Your application status is available on the applicant dashboard, and you can vr#w
submitted application! si by selecting the "View" button next the application you want to view. Mote: Only Government Business land afternatesl and Electronic Business (and alternates)
Points ol Contact from SAM gov can access the dashboard. You and the Primary and/or Alternate Contacts will also receive a submittal email confirmation. EPA will review your application
after ihe application submission period closes.

NOTE: Use of Ihe browser back, forward, or refresh buttons wt II result in loss of work. Please navigate using the buttons at the bottom of Ihe term.

2.5 Edit Your Rebate Application

2.5.1 Applicant Info

On the Edit Your Rebate Application page, review the descriptions of different Applicant Types, then select the
correct "ApplicantType" using the drop-down menu to identify the type of organization you are representing.
If you select any ApplicantType that is not a Private School Bus Fleet, one or two questions regarding bus
ownership will appear below the ApplicantType field.

Applicant Type

„ Applicant Type 0 *

Public School District

~ Does your organization own the buses to be replaced? " 0

O *«

Are you applying to replace buses owned and operated by a private bus fleet? *
© V«

O NO

NOTE: Public Sclwol Districts, Public Charter Schools, Stare Governments, and Indian Tribes or Tribal Organization* mwt either apply to replace buses they own or buses owned and
operated by a private fleet. Nonprofit School Transportation Associations and Bus Dealers or Organizations that Arrange Financing for Bus Purchases must either apply to replace buses
owned by a school drstric t or buses owned and operated by a private fleet. School districts are eligible to apply directly, even if they contract out bus service to a private fleet; if selected,
the school district could pass funds to the private fleet(s) to replace the buses. Ifo third party applies on behalf of a school district and is selected for funding, then tint third party is the
applicant and will receive the funding on behalf of the school district. The school district that is listed on the third party application cannot switch the third party applicant and will not
send funding ro ort entity that is not the selected applicant. Eligibility requirements for applicant types ore In fi

All applicant types are required to download, complete, and attach a completed School Board Awareness
Certification form. See the help text for allowable file types and sizes. For private bus fleets, non-profit school
transportation associations, and bus dealers, OEMs and organizations that arrange financing for bus
purchases, a prompt will appear to download, complete, and attach the required School District Approval letter.
See the help text for allowable file types and sizes.

In the Applicant Info section, all fields are autofilled from SAM.gov data except for County. Complete all
Primary Contact information fields. Applicant Alternate Contact fields are optional. Once all required fields are
complete, click "Next" to continue.

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Note: School districts, state governments, and Indian Tribes or Tribal organizations must either apply to replace
buses they own, or buses owned and operated by a private fleet. Nonprofit school transportation associations
and bus dealers or organizations that arrange financing for bus purchases must either apply to replace buses
owned by a school district or buses owned and operated by a private fleet. School districts are eligible to
apply directly, even if they contract out bus service to a private fleet; if selected, the school district
could pass funds to the private fleet(s) to replace the buses. If a third party applies on behalf of a school
district and is selected for funding, then that third party is the applicant and will receive the funding
on behalf of the school district.The school district that is listed on the third-party application cannot
switch the third-party applicant and EPA will not send funding to an entity that is not the selected
applicant. Eligibility requirements for applicant types are in the 2023 Clean School Bus Rebate Program Guide.

2.6 Data Entry Errors

If data entry errors are detected (e.g., missing required fields), they will be highlighted for your attention as
shown below. Make any required changes before proceeding.

Primary Contact Title ©'

Primary Contact Title is required

2.7 Saving and Editing Your Information

You can save your work while filling out the rebate application form and return to it later to finish and submit.
Data entered on each page will be saved automatically when the "Next" button is selected. In addition, you
can use the "Save" buttons to save information before proceeding to the next page.

Q NOTE: Use of the browser hack, forward, or refresh buttons will result in loss of work. Please navigate using the buttons at the bottom of the form.

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2.8 View Draft and Submitted Applications

After saving and exiting the application, you can return to the Dashboard page, open the draft application, and
proceed where you left off. Selecting applications with a "Submitted" status will allow you to view but not edit
your entries. You can also select the "Dashboard" button at the top of any page to return to the Dashboard
page; however, ensure that you have saved any information you don't want to lose before returning to the
Dashboard.

V«r: 2023 v

O M*w Application

Your Rebate Forms

Select a button below lo editor View an existing rebate form.

O Form Type
O Form Status

O UEI

• Applicant
O School District

O Updated By
O Date Updated

Apglicat»on
" Drift

AARTI SAVANI INC.

Hawaii Department of Education

9/25/2023

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2.9 Organizations

On the Organizations page, you will enter information on existing bus owners, new bus owners, and private
fleets if a private fleet is not the applicant. Read the instructions at the top of the page before beginning data
entry. To add an organization, click on the "+ Add Organization" button. Check the boxes for all applicable
Organization Types and enter the Organization Name. Once you enter ail contact and address information,
click the "Complete" button. Add any additional Organizations that are associated with this rebate application
by selecting the "+Add Organization" button. If you are returning to this page from the Bus and Infrastructure
Information page, click the "Return to Bus & Infrastructure Information Page" button to continue your
application. If not, click "Next" to continue.

Organizations

Organization Name ©'
Everytown School District

Organization*

General Information

Organization Type * ©
Q Existing Bus Owner
Q New Bus Owner
~ Private Rett

Contact Information

Organization Contact First Name ©"
Bob

Organization Contact last Name © *
Jones

Organization Contact Business Ema I © "

Organization Contact Business Phone Number © *

Organization Contact Title © *

Organization Address i © *

Organization City ©'

2 61m Street

Chicago

Organization Address 2 ©

Organization State or Territory ©"

Illinois

x *

Organ ization County © *

Organization Zip © *

Cook

60606-

+ Add Organization

I®

Return to Bus & Infrastructure Information Page

NOTE: Use of the browser back, forward, or refresh buttons will result in loss of work. Please navigate using the buttons at the bottom of the form.

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2.10 School District Information

This page of the application collects information on the school district the old buses currently serve and the
replacement buses will continue to serve for the next five years. You need to enter the district's National
Center for Education Statistics (NCES) District ID, which can be found here: https://nces.ed.aov/ccd/
districtsearch/. Enter one or more identifiers for your district and select "Search."

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(Jie>|arch for Public School Districts

CCD I T

tore c4 Di4i

District Director) Information

(2020'2021 school year)

District N am t:

MIAMI-DADE
ittoi; fa fat

Mailing Addrrw:

1450 XE 2nd Ave » 912
Miami, FL 33132-1308

I>T»-

Lccil school distiKi

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Fhvifcal Addrrvs

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Stat* Ditiiin ID:

FL-13

Phone;

Total ScHmJi:

516

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Cwnt>' ID; 13DW

Total Students: 334,261

Ctn-troota Tttdun (FIE); 16,758.00

Student Teacher Ratio: 19.95

Return to the rebate form and enter your NCES District ID. Most of the fields in the School District General
Information section will then be autofilied. Click the "Edit NCES District ID" button if you need to edit the ID,
In some cases, you may need to fill in information manually because it is not available from NCES. The form
will highlight any required fields that are not filled out.

School District Lookup

National Center for Education Statistics (NCES) District «D O *

0631S3Q

Note: You con lookup the NCES District tD ftere. https: //neei. ed oov 'ccd 'd&irictseorcb'

Edit NCES District ID

School District General Information

School Oistrict Name *

Poway Unified

Physical Address Line 1 *

15256 Ave. of Sci

Physical Address Line 2

City*

San Diego

State or Territory"

Zip Code*

92128

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2.11 School District Prioritization Information

Most school districts will be automatically identified with their prioritization status as "Yes" or "No" in the
"Prioritized" field. However, in some cases, as seen in the screenshot below, the "Prioritized" field will display
"Self-Certify" If this displays, the applicant must select which self-certifying criteria allows them to be eligible
for prioritization from the dropdown list in the "Are you self-certifying as prioritized?" field. See the Prioritization
Self-Certification Instructions for more details. Use the table below to identify which self-certifying option to
select from the "Are you self-certifying as prioritized?" dropdown list.

Categories from the Prioritization
Self-Certification Instructions

Self-Certify Dropdown Option to Select

Category 1: Public school district not
represented in SAIPE

Yes, not represented in the 2021 SAIPE
dataset and receive Title I funding.

Category 2a: Large public school district,
whole school district

Yes, a large school district with 80% or more
of schools receiving Title I funding.

Category 2b: Large public school district,
sub-group of schools

Yes, a large school district with a sub-group
of schools receiving Title I funding.

Neither Category 1 nor Category 2

No, the school district does not meet the
criteria to self-certify as prioritized.

Complete the School District Contact Information page by entering the contact information for a representative
of the school district and selecting "Next" to continue.

School District Pvtoritintlan information

Arc you self certifying as priwitiiod? 0 *

School District Contact Information

Ye*. no? icpHcwn!cd in the 2021 SAJPf (totavct and receive Title I funding
Vci, a large school distixrt *nh 30% c* more o1 school* reccing Ifile I funding
y«.. a school divtiatt wirh a sufe-group o& Khools lecerriitf Title J funding
No, the school drstf ici docs not meet the criteria fro self certify as prorrftisgd

Firs* Nam*'
8cb

Business Email'

Last tonne *

Business Phone Nutmfeer *

Title4

I ;

Administrator

I®

NOTE; Use of the browser bKk, forward, or refresh buttons wfl revolt In loss of wotfc. Please navigate using; the buttons at the bottom of the form,

Pvwious

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2.12 Bus arid Infrastructure Information

Use this page to enter information on the old and new buses. Please review the following note at the top of
the page:

Mote: Before entering existing and new bus information, be sure to review the bus and infrastructure eligibility
requirements in Section 3 of the 2023 CSB Rebates Program Guide posted here: https://www.epa.aov/
cleanschoolbus/school-bus-rebates-clean-school-bus-proaram#support. You can enter information for up to 25
existing buses to be replaced and 25 new replacement buses.

2.13 Bus Information Data Entry

2.13.1 Existing Bus Information
Select the "Add Bus" button to begin data entry.

Qof 6 Bus and Infrastructure Info

Note; Before entering existing and new bus information, be sure to review the bus and infrastructure eligibility requirements in Section 3 of the 2023 CSS Rebates Program Guide
posted ftem: httpsysVmwepo.govSc/eonsehoorbus/schaol bus rebates clean school bus orogromPsupport. You can enter information tor up to 25 existing buses to be replaced and
25 new replacement buses.

' denotes required field

Bus and Infrastructure Information

You must complete all the fields in the Existing Bus Information section using the data entry boxes and
drop-down lists. Select the Existing Bus Owner from the dropdown list of Organizations you entered on
the Organizations page or that were added from Applicant Info or School District Info pages. If the Existing
Bus Owner does not appear in the drop-down list, return to the Organizations page to add it. You may also
complete and save the remaining fields on this page and add the new Organization later.

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Bus and Infrastructure Information

BU S a G
1

Existing Bus Information

Existing Bus Owner©

Organization #: App Organization Name: ^oway Unified | Contact Name: Bob Jones

This field is mandatory to complete the Application Form but is not required to complete and save the bus information.

Existing Bus VIN © "
12345678911112222

Existing Bus Fuel Type© *

Existing Bus GW/R ©*

50,000

Existing Bus Odometer © *

80,000

Existing @us Model © "

Existing Bus Model Year ©"

2000

Existing Bus NCES District ID © *

Existing Bus Manufacturer© *

Existing Bus Average Annual Fuel Consumption © *

2,000

Existing Bus Average Annual Mileage© '

20,000

Estimated Remaining Life© *

Existing Bus Annual Idling Hours© *

ml 500

Check that the Vehicle identification Number (VIN) you enter is accurate and has exactly 17 alphanumeric
characters. Hover your mouse over the information icons for specific instructions on each of the remaining
existing bus fields. If you are entering data for a diesel or non-diesel bus with a model year of 2011 or newer,
you will be asked to certify (see text box below) that you do not have any 2010 model year or older diesel
buses to replace.

Existing Bus GVWR©-

Existing Bus Model Year ©'

50,000

lbs

2012

A If you have model year 2010 or older diesel buses, then those must be replaced first. Gasoline, CNG, and propane buses and model
year 2011 or newer diesel buses can only be replaced if no model year 2010 or older diesel buses are available for replacement.
Please note, the existing bus entered can only be replaced with a zero-emission school bus.

| | Have No 2010 or Older Diesel Buses to Replace "

Attach a file with a scan of the title for each existing bus to be replaced using the drag-and-drop feature or
"browse" link. Allowable file types include *.pdf, *.png, *.jpeg, and *.jpg. Files must have a minimum file size
of 1 KB and a maximum file size of 5MB to upload.

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2.13.2 New Bus Information

Next, complete the New Bus Information fields. Select the New Bus Owner from the drop-down list of
Organizations you entered on the Organizations page. If the New Bus Owner does not appear in the drop-
down list, please add it on the Organizations page. You may also complete and save the remaining fields on
this page and add the new Organization later.

The next three fields determine the rebate amount you are eligible for. Select the New Bus FuelType from
the drop-down menu, enter the New Bus Gross Vehicle Weight Rating (GVWR), and check the box if the new
bus is equipped with an Americans with Disabilities Act (ADA)-Compliant wheelchair lift. Once these three
fields are complete, the Replacement Bus and Infrastructure Rebate Amount Requested, ADA-Compliant
Bus Rebate Requested (if applicable), and Combined Replacement Bus and Infrastructure Rebate Amount
Requested will appear to the right. New buses that are equipped with an ADA-Compliant wheelchair lift will
receive up to an additional $20,000 in rebate funds.

Note: Replacement buses going to school districts that are located in certain locations, such as some U.S.
Territories, will receive an additional rebate amount of up to $20,000 for shipping costs. This amount will
appear in the "Bus Shipping Cost Rebate Requested" field.

New Bus Information

Now Bus Owner 0

Organization #: App Organization Name: AAJRTISAVANI INC. Contact Name: joe smith

This field is mandatory to complete the Application Form but is not required to complete and save the bus information.

New Bus Fuel Type ©

Replacement Bus and infrastructure Rebate Amount Requested ©
$*45,000.00

ADA-Compliant Bus Rebate Requested
$20,000.00

Combined Replacement Bus and Infrastructure Rebate Amount
| Replacement Bus Equipped with ADA-Compliant Wheelchair Lift Requested ©

S365.000.00

Complete

Invalid row. Please correct it or delete

Note: Fuel types that can be selected for new replacement buses may be limited based on the vehicle model
year and fuel type entered for the existing bus to be replaced. See bus eligibility requirements at

https://www.epa. aov/cleanschoolbus/school-bus-rebates-clean-school-bus-proaram#support.

Click the "Complete" button to save the information for each individual bus replacement. If missing or out of
range values are detected, they will be highlighted for your attention. Make any required changes and click
"Complete" before proceeding.

Note: When you select the "Complete" button, the form temporarily holds the bus information, but does not
save it. You must click the "Save" button at the bottom of the page after completing the bus information fields
to save them.

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Click on the "Add Bus" button to add additional buses. You may enter information for up to 25 existing buses
and their corresponding replacement buses.

Once all the bus information is added, you may need to download the Utility PartnershipTemplate (if
requesting electric replacement bus(es)) by clicking on the link shown below. After completing the Utility
PartnershipTemplate, upload it below "Proof of Utility Contact'.'

If Organizations need to be added, click on the "Return to Organization Entry" button.

Utility Partnership Template

Download and complete the Utility Partnership Template.

Proof of Utility Contact O *

File Name Size

X Screenshot <4).png 171.34 kB

Allowed file types: *.pdf, *.png, *.jpeg, \jpg
Minimum file size: 1KB
Maximum file size: 5MB

Return to Organization Entry

2.13.3 Workforce Development Planning

In this section, read and check the boxes to acknowledge that you are aware of the Workforce Development
Planning terms and conditions and the Electrician Training Requirement as detailed in the 2023 Clean School
Bus Rebate Program Guide at https://www.epa.aov/cleanschoolbus/school-bus-rebates-clean-school-bus-
proaram#support.

The total Number of Buses Requested and Total Combined Bus and Infrastructure Rebate Amount Requested

Workforce Development

| 1 Workforce Development Planning, I acknowledge that I am aware ol the importance Electrician Training Requirement I acknowledge that I am aware that electricians

of workforce development planning and will use the resources available on the EPA must have a certification of training, as detailed in the 2023 Clean School Bus Rebate

Clean School Bus Program website to p4an accordingly. * Program Guide, to install, operate or maintain Electric Vehicle Supply Equipment

(EVSE).'

are displayed at the bottom of the page. The Total Combined Bus and Infrastructure Rebate Amount Requested
is the sum of all requested replacement buses that includes the Replacement Bus and Infrastructure Rebate
Amount Requested, and if applicable, the Bus Shipping Cost Rebate Requested and the ADA-Compliant
Bus Rebate Requested. A Bus Shipping Cost Rebate of up to $20,000 per bus is automatically granted to
applicants outside the continental United States. If no electric replacement buses were requested, then this
requested rebate does not include funding for infrastructure.

Click the "Next" button to continue to the Signature page.

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Bus and Infrastructure Summary

Number of Buses Requested {Application)

Total Combined Replacement Bus and infrastructure Rebate Amount Requested ©
S220.000.00

Total A0A Compliant Bus Rebate Requested
$20,000.00

NQTfc: use of the browser back, forward, or refresh buttons will result in loss of work. Please navigate using the buttons at the bottom of the form.

2.14 Signature

Edit Your Rebate Application

^ Application ID: G4ff868c09&d60cabbiea913

of6 Signature

* denotes required fold
Summary

Total Vehicle and Infrastructure Rebate Funds Requested
S220.000W

To complete your application, you must read and agree to the certification statement on this page, sign, and
check the box to confirm signature.

The "Name" and Title" fields on this page are autofilied for the individual that initiated the form based on their
SAM.aov POC information. If a different user wants to sign and submit the form, they must also be a SAM.gov
POC for your organization and will need to use Login.gov to enter the Clean School Bus Rebate Forms site to
complete the application that was saved as a draft. In this case, they must edit the "Name" and "Title" fields
to show their own full name and title before signing and submitting.

When you are ready to submit the form, click "Submit Form." You may want to use the "Previous" button to
review the entirety of the application before submission.

The submitter, the Primary and Alternate applicant contacts, and any other authorized SAM.gov contacts
will receive an email confirming receipt of the submission with an application number. Please save this
information in case you need to contact EPA to revise your submission.

-------
Sign the form by using your mouse cursor as a pen.

Once you submit this application form you will receive an email confirmation and the applicant dashboard will show "submitted" as the status. The Primary and Alternate applicant
contacts and any other authorized SAM.gov contacts will also receive confirmation emails. Please contact the CSS helpdesk at cteanschootbus@epa.gov if you have any questions or if
you do not receive an email confirmation after successfully submitting the application form

Name O'

Title G *

Electronic Signature ol Authorized Representative *

Sign above

~ l confirm I have provided my signature above'

0 NOTE: Use of the browser back, forward, or refresh buttons will result in loss of work. Please navigate using the buttons at the bottom of the form.

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3. Submission and Review Process

Once you submit your rebate application, a record summarizing your application details will appear on the
Clean School Bus Rebate Forms page, including the applicant name, school district, the email of the last
person that edited/submitted the form, the date of the last update, and the submission status (draft or
submitted). Draft applications can be re-opened, edited, and completed by a SAM.gov Point of Contact by
selecting the "Edit" button. Submitted applications cannot be edited but may be viewed by selecting the
"View" button on the left side of the page.

Clean School Bus Rebate Forms

* Online Rfbjtf Ajpclic.^iion Information

Rebate tear 2021

O N-r* App4kation

Your Rebate Forms

S#l«i ,\ button b#low to Edrt or Vtav an existing form.

O Rebate 10

• Fo«nTyp«
6 Focm Status

• UCi

O I FT Indicator

1234

0 Applicant
O School District

AARTISAVANtmC.
Borrington CUSO 220

6 Updated By
I Date Updated

9/11/2023

Applkation

- Or aft

1234

AAfcTl SAVAN I MC.
Poway Unified

9/11/2023

The Primary and Alternate applicant contacts and any other authorized SAM.gov contacts will receive a
confirmation email after submission. A PDF file containing all the data entered on the application form will be
attached to this email for reference.

3.1 2023 Clean School Bus Rebate Application Help

If, after submission, you identify errors or other information in your application that require changes,
contact the Clean School Bus Program Help Desk at cleanschoolbus@epa.gov for assistance. Make sure
to provide the application ID included in your confirmation email and an explanation of the issue.

Note: The CSB Help Desk will attempt to respond to all requests to edit a submitted application in a timely
manner, however some requests might receive a delayed response, particularly those that come close to the
application deadline. Applicants should thoroughly review their initial application submission for accuracy to
avoid missing submission deadlines.

If the Help Desk does allow you to edit a submitted application, you will be notified when your application's
status is changed back to "draft," at which time an approved POC may open, edit, and resubmit the application.
Applications must be resubmitted by the original deadline of January 31, 2024 at 4 PM Eastern Standard Time
to be considered for funding.

After submission, EPA will review your application and may contact you for additional information. EPA
anticipates announcing final award decisions approximately 60 days from the application deadline. If you are
contacted for clarifications or corrections, you may be asked to revise and resubmit your application.

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Appendix A. Glossary

The following provides definitions of terms and abbreviations used throughout the rebate application forms
and system screens.

Your Rebate Forms Page: Definitions

¦ Rebate ID—Unique ID assigned by EPA to each rebate request

¦ Form Type—Application, Payment Request, or Close Out Form

¦ Form Status—Submitted or Draft

¦ UEI—Unique Entity ID from SAM.gov

¦ EFT Indicator—Electronic FundsTransfer Indicator for the associated bank account from SAM.gov
Applicant—Legal Business Name from SAM.gov for this UEI

¦ School District—School district served by the buses

¦ Updated by—Last person to update the form

¦ Date Updated—Last date this form was updated

Applicant Info Page: Definitions

¦ Applicant Type—The following definitions of ApplicantTypes are provided at the top of the Applicant
Info screen.

— Public School District: Local governmental entity responsible for: providing school bus service
to one or more public school systems; or the purchase, lease, license, or contract for service of
school buses.

— Public Charter School: A public charter school district responsible for the purchase, lease,
license, or contract for service of school buses for that charter school.

— State Government: State governmental entity responsible for: providing school bus service to
one or more public school systems; or the purchase, lease, license, or contract for service of
school buses.

— Private School Bus Fleet: A private school bus fleet that provides student transportation services.

— Nonprofit School Transportation Association: A nonprofit organization that provides student
transportation services.

— Bus Dealer, OEM, or Organization that Arranges Financing for Bus Purchases: These are third
parties that have the capacity to sell, lease, license, or contract for service clean school buses,
ZE school buses, charging or fueling infrastructure, or other equipment needed to charge, fuel,
or maintain clean school buses or zero-emission school buses, to individuals or entities that
own, lease, license, or contract for service a school bus or a fleet of school buses; or to arrange
financing for such a sale, lease, license, or contract for service.

— I ndian Tribe of Tribal Organization (not a School District): An I nd ian Tribe, Tribal organization, or
Tribally-controlled school that is responsible for: providing school bus service to one or more
Bureau-funded schools; or the purchase, lease, license, or contract for service of school buses.

£J

-------
¦ Does your organization own the buses to be replaced?—If you answer that your organization is
a Private School Bus Fleet; Nonprofit School Transportation Association; or Bus Dealer, OEM or
Organization that Arranges Financing for Bus Purchases, then this question is skipped and an answer
of "No" is recorded in your application.

¦ Are you applying to replace buses owned and operated by a private bus fleet?—If you answered "No"
to the previous question, this question will appear. Select "Yes" or "No."

¦ Download and complete the School Board Awareness Certification template. Click on the link to view
the file. Once complete, upload the file as a *.pdf, *.png, *.jpeg, *.jpg. Minimum file size is 1 KB, and
Maximum file size: 5MB.

Applicant Organization Name and Address—Your applicant organization's SAM.gov Name and
Physical Street Address are automatically filled based on the organization selected when starting this
application.

¦ Unique Entity Identifier (UEI)—This is your applicant organization's SAM.gov Unique Entity Identifier
(UEI) and is automatically filled based on the organization selected when starting this application.

¦ Electronic Funds Transfer (EFT) Indicator—This is vour SAM.gov EFT Indicator and is automatically filled
based on the organization selected when starting this application.

¦ Organization County—This is the county where the applicant organization is located.

¦ Applicant Primary Contact Information -The primary contact information for the applicant includes first
name, last name, title, business phone number and email.

¦ Applicant Alternate Contact Information -The alternate contact information for the applicant fields
include first name, last name, title, business phone number and email.

Organizations Page: Definitions

¦ Organization Type—You must select as many of the following organization types that apply to your
organization:

— Existing Bus Owner: All existing bus owners that are not the applicant, or the public school
district or public charter school that the new buses will serve should be entered here.

— New Bus Owner: All new bus owners (e.g., school district, nonprofit, private fleet, tribe) that are
not the applicant, or the public school district or public charter school that the new buses will
serve should be entered here.

— Private Fleet: Any private fleet that is not owned by the applicant. School districts that contract
out bus service to multiple private fleets may only submit one application but may list multiple
private fleets on the application.

¦ Organization Name, Contact Information, and Address—These fields need to be complete for each
Existing Bus Owner, New Bus Owner, or Private Fleet.

School District Info Page: Definitions

¦ National Center for Education Statistics (NCES) District ID—Enter the seven-character NCES District
ID. If you don't have a NCES District ID, contact the help desk at cleanschoolbus@epa.gov.

¦ School District General Information—Name and address of the school district. These fields will be
autofilied based on the NCES ID entered.

-------
¦ Prioritized—Automatically filled as either "yes" or "no" based on whether the school district meets
prioritization criteria. If "Self-Certify" is displayed, complete the "Are you self-certifying as prioritized?"
field.

¦ Are you self-certifying as prioritized? —If you need to self-certify prioritization, you will select the
appropriate self-certifying category from the dropdown list. This question will not be editable and will
be blank if EPA has already determined whether the school district is prioritized for funding. Applicants
may self-certify that school districts not listed on the Prioritized District List are "low-income" if the
school districts fall under one of the two "categories" outlined on the Prioritization Self-Certification
Instructions (pdf) and are listed in the Self-Certifiable Districts table within the Prioritized School District
List (xlsx). Both documents are located here School Bus Rebates: Clean School Bus Program | US EPA.

¦ School District Contact Information—Enter the school district contact person's name, title, business
email, and business phone number. This person may be different than the applicant contact.

Bus and Infrastructure Info Page: Definitions

¦ Existing Bus Owner—Select the owner of the existing bus to be replaced from the drop-down menu.

¦ Existing Bus Vehicle Identification Number (VIN)—The 17-digit VIN of the existing bus to be replaced.

¦ Existing Bus Odometer—Enter odometer reading of the existing bus to be replaced. If the exact
reading is unknown, provide an estimate.

¦ Existing Bus NCES District ID—The seven-character NCES District ID for the school district the existing
bus primarily served during the 2022-2023 school year. EPA strongly encourages third-party applicants
to replace existing buses that provided service to the public school district listed on the application, or
another school district eligible for priority consideration, as listed in the Prioritized School Districts list
found on the 2023 CSB Rebates webpage, if the school district listed on the application was eligible for
priority consideration.

¦ Existing Bus Fuel Type—The fuel type of existing bus to be replaced.

¦ Existing Bus Model—The model name of the existing bus to be replaced.

¦ Existing Bus Manufacturer—Select the manufacturer of the existing bus to be replaced from the drop-
down menu.

¦ Existing Bus Gross Vehicle Weight Rating (GVWR)—The estimated GVWR in pounds (lbs.). The GVWR
is typically found on the bus VIN plate.

¦ Existing Bus Model Year—Enter the vehicle model year in YYYY format. Generally, 2010 or older diesel-
powered school buses are eligible for replacement; however, see exceptions in the Clean School Bus
Rebate Program Guide.

¦ Existing Bus Average Annual Fuel Consumption (gallons)—The estimated average annual fuel used by
the old bus to be replaced over its lifetime. For compressed natural gas (CNG) buses, use diesel gallon
equivalent.

¦ Existing Bus Average Annual Mileage—The estimated average annual mileage of the existing bus to be
replaced.

¦ Estimated Remaining Life—The estimated remaining service life (in years) of the existing bus to be
replaced.

¦ Existing Bus Annual Idling Hours—The estimated annual idling hours for the existing bus to be
replaced.

-------
¦ Existing Bus Title—Attach a file or scan of the title for the existing bus.

¦ Allowed file types: *.pdf, *.png, *.jpeg, *.jpg. Minimum file size: 1 KB. Maximum file size: 5MB.

¦ New Bus Owner—The name of the organization that owns the new bus.

¦ New Bus Fuel Type—Select Electric, CNG, or Propane from the drop-down menu. Fuel types that can
be selected for new replacement buses may be limited based on the vehicle model year and fuel type
entered for the existing bus to be replaced. See the 2023 Clean School Bus Rebate Program Guide for
bus eligibility requirements.

¦ New Bus Gross Vehicle Weight Rating (GVWR)—Enter estimated GVWR in pounds (lbs). GVWRs of
26,001 pounds or greater are offered more funding per bus. School bus manufacturers or dealers may
be able to assist in providing a GVWR for new replacement buses.

¦ Replacement Bus Equipped with ADA-Compliant Wheelchair Lift—Please select if you plan on the new
replacement bus to be equipped with an ADA-Compliant wheelchair lift. ADA-compliant buses receive
up to an additional $20,000 in rebate funds.

¦ Replacement Bus and Infrastructure Rebate Amount Requested—Autofilied based on the New Bus
Fuel Type, New Bus GVWR, and prioritization status of school district per 2023 Clean School Bus
Rebate Program Guide. If the replacement bus is fueled by propane or CNG, this value is only for a bus
rebate, as a rebate is not offered for infrastructure costs for CNG and propane buses.

¦ ADA-Compliant Bus Rebate Requested - Additional rebate funds that cover installation of ADA-
Compliant wheelchair lifts.

¦ Combined Replacement Bus and Infrastructure Rebate Amount Requested—The sum of the
Replacement Bus and Infrastructure Rebate Amount Requested, and if applicable. Bus Shipping Cost
Rebate and the ADA-Compliant Bus Rebate Requested. The Bus Shipping Cost Rebate is up to an
additional $20,000 that is added to the Combined Rebate Amount if the applicant is from a state or
territory outside the continental United States. The ADA-Compliant Bus Rebate is up to an additional
$20,000 that covers the installation of an ADA-compliant wheelchair lift.

¦ Proof of Utility Contact—The Utility PartnershipTemplate must be downloaded, signed, and uploaded.
The allowed file types: *.pdf, *.png, *.jpeg, *.jpg. Minimum file size: 1 KB. Maximum file size: 5MB.

¦ Workforce Development Planning—Check the box to acknowledge that you are aware of the
importance of workforce development planning and will use the resources available on the EPA Clean
School Bus Program website to plan accordingly.

¦ Electrician Training Requirement—Check the box to acknowledge that you are aware that electricians
must have a certification of training, as detailed in the 2023 Clean School Bus Rebate Program Guide,
to install, operate, or maintain Electric Vehicle Supply Equipment (EVSE).

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Appendix B. Printable List of Fields

The rebate application requires some or all of the following information. This list is being provided for your
information, however, the application must be submitted using the online Dashboard described in this guide.

Applicant Information
Applicant Type

~ School District

~ State Government

~ Private School Bus Fleet

~ Nonprofit School Transportation Association

~ Bus dealer or Organization that Arranges Financing for Bus Purchases

~ I nd ian Tribe or Tribal Organization (not a School District
Does your organization own the buses to be replaced? (Yes/No)

Are you applying to replace buses owned and operated by a private bus fleet? (Yes/No)

File Upload - School Board Awareness Certification (Allowed file types: *.pdf, *.png, *.jpeg, *.jpg. Minimum
file size: 1 KB, Maximum file size: 5MB)

File Upload - School District Approval Letter for private bus fleets, non-profit school transportation associations,
and bus dealers, OEMs and organizations that arrange financing for bus purchases. (Allowed file types: *.pdf,
*.png, *.jpeg, *.jpg. Minimum file size: 1 KB, Maximum file size: 5MB)

Organization County
Applicant Primary Contact Information

Primary Contact First Name/Last Name Primary Contact Title

Primary Contact Business Phone Number Primary Contact Business Email

Applicant Alternate Contact Information

Alternate Contact First Name/Last Name Alternate Contact Title

Alternate Contact Business Phone Number Alternate Contact Business Email

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Organization Information
Organization Type

~ Existing Bus Owner

~ New Bus Owner

~ Private Fleet

Organization Name
Organization Primary Contact Information

Organization Address 1 Organization Contact Title

Organization Contact Business Phone Number Organization Contact Business Email

Organization Address
Organization Address 1
Organization Address 2
Organization County

Organization City Organization State orTerritory Organization Zip

School District Information

NCES District ID
School District Name*

Physical Address*

City* State orTerritory* Zip*

Prioritized*

Are you self-certifying as prioritized?

*Will be automatically filled based on NCES District ID (if available)

-------
School District Contact Information

First Name/Last Name

Title

Business Phone Number

Bus and Infrastructure Information

Make copies for additional buses if needed
Existing Bus

Business Email

Existing Bus Owner

Existing BusVIN

Existing Bus Odometer

Existing Bus NCES District ID

Existing Bus Fuel Type (circle one) Diesel Gasoline CNG Propane

Existing Bus Model

Existing Bus GVWR

Existing Bus Manufacturer

Jibs)

Existing Bus Model Year

Existing Bus Average Annual Fuel Consumption

_(gallons/yr)

Existing Bus Average Annual Mileage

(miles/yr)

Estimated Remaining Life Existing Bus Annual Idling Hours

File Upload: Existing BusTitle. Allowed file types: *.pdf, *.png, *.jpeg, *.jpg. Minimum file size: 1 KB. Maximum file size: 5MB
New Bus

New Bus Owner

New Bus Fuel Type (circle one) Electric CNG Propane
(lbs)

New Bus GVWR

~ Checkbox for Replacement Bus Equipped with ADA-Compliant Wheelchair Lift.

File upload: Proof of Utility Contact (for electric buses only). Allowed file types: *.pdf, *.png, *.jpeg, *.jpg. Minimum file size: 1 KB.

Maximum file size: 5MB

~ Checkbox for Workforce Development Planning - "I acknowledge that I am aware of the importance of workforce
development planning and will use the resources available on the EPA Clean School Bus Program website to plan
accordingly."

~ Checkbox for Electrician Training Requirement (for electric buses only) - "I acknowledge that I am aware that
electricians must have a certification of training, as detailed in the 2023 Clean School Bus Rebate Program Guide, to
install, operate or maintain Electric Vehicle Supply Equipment (EVSE)."

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