State of New Mexico - Energy, Minerals and Natural Resources Department

1220 S. St. Francis Dr., Santa Fe, NM 87505 ─ www.cleanenergynm.org ─ 505.476.3310 Project No.
SBTC Application Form - Residential R-     -A
Sustainable Building Tax Credit for Residential Buildings
3.3.29 and 3.4.16 New Mexico Administrative Code (NMAC) For department use only
Form version date: 5/28/2008
* indicates required information † indicates only applies to Corporate Tax filing ∫ not applicable to ENERGY STAR
Applicant Information
* Applicant       * Tax Filing:
Name
* Mailing Corporate Tax
      Personal Tax
Address & CSZ
* Telephone       * Taxpayer ID
† Authorized      
     
Representative CONFIDENTIAL
Contact       *† Taxable Year End (MM/DD)
Contact Phone       Email            

Project Information
* Project       * Qualified Occupied      
Address & CSZ Square Footage
* County       * Ownership:
Original
Purchaser
* Rating System:
LEED-H
* Legal      
Build Green NM
Description ENERGY STAR
* ∫ Certification Level
Achieved: Silver
Gold
Platinum/Emerald
Did you install a solar
* ∫ HERS Index       thermal or photovoltaic
Yes * Date of      
No Certification
system?
Applicant Agreement
The applicant, or authorized representative, named above and signing this statement agrees that all information
provided in this application package is true and correct to the best of the applicant’s knowledge. The applicant
understands that there are annual aggregate state tax credit limits in place for the sustainable building tax credits; the
division must verify the documentation submitted; and that, upon approval, the department issues a certificate of
eligibility for a sustainable building tax credit for the taxable year in which the sustainable residential building was
certified or the next available year in which funds are available, until the last taxable year the tax credit is in effect.
Furthermore, the applicant certifies that the applicant will not claim the solar market development tax credit pursuant
to Section 7-2-18.14 NMSA 1978, for any solar thermal system or photovoltaic system installed in the sustainable
building that was used as a component of qualification for the energy requirements or rating system certification
level used in determining eligibility for the sustainable building tax credit.

     
* Applicant Signature * Date

Checklist - SBTC Application

1
 for Residential Buildings
Please review the following list to make sure you have provided all attachments required in the
tax credit application package. For assistance, see the Sustainable Building Tax Credit for
Residential Buildings rule, 3.3.29 NMAC for personal income taxes, or 3.4.16 NMAC for
corporate income taxes, and other information available at www.cleanenergynm.org, or contact
the Energy, Minerals and Natural Resources Department (EMNRD) at (505) 476-3310.

Required Attachments

1. Copy of a warranty deed, property tax bill, or ground lease in the applicant’s name, as of or
after the date of LEED or Build Green NM certification or purchase and installation of an
ENERGY STAR manufactured home, for the address of the sustainable residential building.

2. Proof of the rating system certification by an eligible verifier or ENERGY STAR home
manufacturer, showing the date and level of certification achieved.

3. For ENERGY STAR manufactured homes, a copy of the ENERGY STAR Qualified
Home certificate, with serial #, and Installation Checklist, with the home’s square footage.

For LEED-H or BGNM, provide the following:

4. Copy of the final certification review checklist that shows the points achieved and square
footage of the home.

For the Home Energy Rating System (HERS), provide the following:

5. Copy of the HERS Certificate;

6. Energy Star Home Report;

7. Building File Report, showing the active systems; and

8. Performance Summary.

Optional Information
Company Name
Designer/
           
Architect
Builder/
           
Contractor
HERS Rater            
Green Rater            
Provider/
           
Verifier

Include pages 1 and 2 with your application package.

2
Definitions
Build Green NM is the rating system adopted by the Home Builders Association of Central New
Mexico.
ENERGY STAR is the EPA program that qualifies the energy efficiency of manufactured homes.
HERS Index is the Home Energy Rating System index that shows the energy consumption of the home
as compared to a reference home built to International Energy Conservation Code. This is not applicable
to manufactured housing.
LEED is the Leadership in Energy & Environmental Design green building rating system developed by
the U.S. Green Building Council.
LEED-H is LEED for Homes.
Qualified Occupied Square Footage is the square footage of the building’s occupied spaces as reflected
on the LEED or Build Green New Mexico project summary or the ENERGY STAR manufactured home
certificate.
Taxable Year End is the ending date of the fiscal year for a corporate tax filing and 12/31 for a personal
tax filing.
Taxpayer ID is the social security number for a Personal Income Tax credit and the NM CRS number for
a Corporate Income Tax credit.