2. Qualifying seismic upgrades or energy or water conservation projects shall be completed either up to one year prior to the transfer of real property or within one year after the transfer. If the work qualifying for a rebate is completed prior to the transfer of the real property, the transferor and transferee may decide who may apply for and receive the rebate. The maximum rebate shall be one-third (1/3) of the tax paid for a transfer of real property. Multiple rebate applications may be submitted for a rebate of the tax paid, but the total rebate for all applications shall not exceed the maximum of one-third (1/3) of the tax paid. Receipts and/or copies of signed contracts for work completed must be submitted with this form. Property owners wishing to perform their own work may not include a charge for their time for rebate consideration.
4. Date of Application*
   Date of Application
6. Applicant First Name*
7. Applicant Last Name*
9. Applicant Address*
11. Applicant City*
13. Applicant State*
14. Applicant Zip*
16. Email*
17. Phone Number*
19. Property APN*
20. Date of Property Sale*
    Date of Property Sale
22. Property Address*
24. Property Address 2
26. City*
27. State*
28. Zip*
30. Amount of Real Property Transfer Tax paid directly by Applicant identified above and total amount of Tax paid for transfer*
31. Transfer Tax Paid Supporting Documentation*
33. Amount of Real Property Transfer Tax rebate claimed
    If the Real Property Transfer Tax was partially or fully paid by a person other than the Applicant identified above, Applicant must provide a notarized agreement, letter, or other document sufficient to inform the Building Official of the taxpayer’s and Applicant’s agreement that the Applicant may apply for a rebate in the amount claimed.
35. ENERGY AND WATER EFFICIENCY UPGRADES
37. Water heater upgrades to 82% AFUE or better units (storage type, tankless or heat pump)
39. Cost of Work
40. Permit Number
41. Date Started
42. Date Finaled
44. Upload required documents
46. Doors and windows upgrades to U factor of .32 or better
48. Cost of Work
49. Permit Number
50. Date Started
51. Date Finaled
53. Upload required documents
55. Higher efficiency built-in appliances
57. Cost of Work
58. Permit Number
59. Date Started
60. Date Finaled
62. Upload required documents
64. Wall and attic insulation to meet Energy Code standards
66. Cost of Work
67. Permit Number
68. Date Started
69. Date Finaled
71. Upload required documents
73. Skylight upgrades to .32 U factor or better
75. Cost of Work
76. Permit Number
77. Date Started
78. Date Finaled
80. Upload required documents
82. Re-roof with "cool roof" system and/or materials
84. Cost of Work
85. Permit Number
86. Date Started
87. Date Finaled
89. Upload required documents
91. Installation of radiant barrier under roof sheathing and rafters
93. Cost of Work
94. Permit Number
95. Date Started
96. Date Finaled
98. Upload required documents
100. Install attic ventilation fan with thermostatic control
102. Cost of Work
103. Permit Number
104. Date Started
105. Date Finaled
107. Upload required documents
109. Replace older natural gas heating units with higher efficiency units of 80% or better rating
111. Cost of Work
112. Permit Number
113. Date Started
114. Date Finaled
116. Upload required documents
118. Replace older natural gas or electric heating and/or cooling units with heat pump units
120. Cost of Work
121. Permit Number
122. Date Started
123. Date Finaled
125. Upload required documents
127. Advanced circulating fans for natural gas, propane or oil furnaces
129. Cost of Work
130. Permit Number
131. Date Started
132. Date Finaled
134. Upload required documents
136. Weather stripping and caulking around doors, windows, exterior seams and electrical outlets
138. Cost of Work
139. Permit Number
140. Date Started
141. Date Finaled
143. Upload required documents
145. Seal around wall, floor and furnace register boots
147. Cost of Work
148. Permit Number
149. Date Started
150. Date Finaled
152. Upload required documents
154. Install code approved gray water irrigation system with permit
156. Cost of Work
157. Permit Number
158. Date Started
159. Date Finaled
161. Upload required documents
163. Install code approved rain water catchment system with permit
165. Cost of Work
166. Permit Number
167. Date Started
168. Date Finaled
170. Upload required documents
172. Permanently installed electric vehicle charging station
174. Cost of Work
175. Permit Number
176. Date Started
177. Date Finaled
179. Upload required documents
181. Installation of a solar electric and/or solar thermal (water heating) system
183. Cost of Work
184. Permit Number
185. Date Started
186. Date Finaled
188. Upload required documents
190. SEISMIC AND SAFETY UPGRADES
192. Approved and permitted seismic strengthening upgrade complying with Standard Planset A, CEBC Appendix Chapter A3, or engineered plan
194. Cost of Work
195. Permit Number
196. Date Started
197. Date Finaled
199. Upload required documents
201. Replacement/Repair of foundation and/or replacement/repair of rotted mudsills in conjunction with seismic strengthening upgrade
203. Cost of Work
204. Permit Number
205. Date Started
206. Date Finaled
208. Upload required documents
210. Installation of shear or braced walls designed by a licensed engineer
212. Cost of Work
213. Permit Number
214. Date Started
215. Date Finaled
217. Upload required documents
219. Anchoring of water heaters
221. Cost of Work
222. Permit Number
223. Date Started
224. Date Finaled
226. Upload required documents
228. Installing flexible gas and water connectors at water heaters
230. Cost of Work
231. Permit Number
232. Date Started
233. Date Finaled
235. Upload required documents
237. Remove masonry chimneys to firebox shoulder and rebuild with metal chimney system
239. Cost of Work
240. Permit Number
241. Date Started
242. Date Finaled
244. Upload required documents
246. Remove wood burning fireplaces and chimneys completely (if desired, replace with gas burning fireplaces)
248. Cost of Work
249. Permit Number
250. Date Started
251. Date Finaled
253. Upload required documents
255. Repairing unsafe egress components such as stairs, landings, ramps, etc.
257. Cost of Work
258. Permit Number
259. Date Started
260. Date Finaled
262. Upload required documents
264. BEFORE YOU SUBMIT, MAKE SURE YOU INCLUDE:
266. Proof of Payment to Contractor*

     Front & back of canceled check, or,

     proof of electronic payment

267. Proof of Payment of Real Property Transfer Tax*
269. Copy of Signed Contract with Contractor*
270. Proof of One Year Extension (if applicable)
272. Note: Most of the above upgrades require a permit and inspection by the Building Division. Please call 510-215-4360 to confirm if the specific upgrade requires a permit before proceeding. Work that requires a permit and inspection and that is completed without will not be eligible for the transfer tax rebate. IF YOU DO NOT HAVE A FINALED DATE FOR YOUR UPGRADE PROJECT, YOUR APPLICATION WILL NOT BE PROCESSED.
Leave This Blank:


274. 1. Receive an email copy of this form.
275. Email address

     This field is not part of the form submission.

276. Submit Submit and Print

* indicates a required field