Chris, good question.
Haven't seen any presentations/online documents that state giving Stage 1 (or year 1 and 2 if you "do" 2011 and 2012 using stage 1 critieria) money back for not getting to Stage 2 and Stage 3, other than penalities for not doing so after 2015.
But, there are a lot more knowledgable Doc's on this board who will chime in.