Three-Step Application Process
Forms and Documentation Requirements
Applies to all non-residential projects equal or larger than 10 kW.
Step 1: Reservation Request
- CSI Reservation Request Form & Program Contract (PV) - Please submit this application using PowerClerk
- *NEW* CSI Reservation Request Form & Program Contract (Other Solar Generating Technologies) (Excel)
- Proof of Electric Utility Service for Site
- *NEW* Copy of signed Energy Efficiency Disclosure Form (PDF)
- Electrical System Sizing Documentation (new/expanded load only)
- Application Fee (per Section 4.2.5 of the CSI Handbook)
- Certification of tax-exempt status (Gov't and Nonprofit only)
- Documentation of an Energy Efficiency Audit (if you have not met Title 24 or other exemptions)
- *NEW* Copy of Signed Commitment Agreement (PDF) [EPBB Existing Commercial Buildings > 100,000 sq. ft. and Benchmarking < 75 (Proof of Benchmarking Documentation Req'd.)]
- *NEW* Cost Justification and Acknowledgment Form (PDF)
- Printout of EPBB Tool Calculation (www.csi-epbb.com)
- Proof of at least 15% above Title 24 Standards (PERF-1 Form Certificate Signed by a Certified Energy Plans Examiner [CEPE]) (Non-Residential New Construction Only)
- Building Site Plan (Non-Residential New Construction only)
- Copy of New Construction Building Permit (Non-Residential New Construction only)
Step 2: Proof of Project Milestone Claim
- Completed Proof of Project Milestone Checklist (Word)
- Copy of executed contract for system purchase and installation
- Copy of executed alternative System Ownership agreement (if System Owner is different than Host Customer)
- Revised System Sizing Calculations (If applicable)
- Copy of RFP or solicitation (Government, Non-profit, and Public Entities only)
Step 3: Incentive Form Package
- Complete Incentive Claim Form with Original Signatures - Please submit this application using PowerClerk
- Copy of Executed PMRS Contract or PMRS Cost Cap Exemption Documentation
- Revised System Sizing Calculations (if applicable)
- *NEW* Signed Field Verification Certification Form (Excel)
- Copy of Retro-commissioning Report (EPBB Existing Commercial buildings > 100,000 sq. ft. and Benchmarking < 75)
- Copy of PDP Contract (PBI Only)
