California Center for Sustainable Energy

NOTE: As of October 7, 2011, the EPBB Incentive Calculator (www.csi-epbb.com) is integrated into the PowerClerk online application tool (csi.powerclerk.com). Applicants are no longer required to submit the EPBB Tool Calculation printout as part of the application. However, the EPBB Incentive Calculator website remains available for anyone who wishes to use it for system sizing and incentive calculations.

NOTE: The link to the SDG&E Online Energy Challenger Audit has been updated as of 12/8/2011. The new website is: http://204.12.122.45/SDGE/Navigator/CH_Welcome.aspx

Non-Residential 2-Step Application Process (<10kW)

Forms & Documentation Requirements

Reservation Request

1. Completed Reservation Request Form with Signatures (you can obtain this form from Power Clerk)
2. Electrical System Sizing Documentation for projects > 5 kW (new/expanded load only)
3. Documentation of an Energy Efficiency for retrofit buildings – choose one of the following:
   1. Energy Efficiency Audit (http://204.12.122.45/SDGE/Navigator/CH_Welcome.aspx)
   2. Title 24 within the last 3 years
4. Copy of signed  Commercial Energy Efficiency Disclosure Form
   **For EPBB Existing Non-Residential Buildings ≥ 100,000 sq.ft. click HERE to access EnergyStar's Benchmarking Tool Portfolio Manager
5. Copy of signed  Commercial Energy Efficiency Commitment Agreement for EPBB Existing Commercial Buildings ≥ 100,000 sq.ft. and Benchmarking <75
6. Copy of Executed Agreement of Solar Energy System Purchase and Installation
7. Copy of Executed Alternative System Ownership Agreement (If System Owner is different from Host Customer)
8. Certification of tax-exemption (Gov’t and Nonprofit only)
9. Authorization to Receive Customer Information
   
   Additional Required Documents for Non-Residential New Construction:
10. Proof of at least 15% above Title 24 Standards (PERF-1 Form Certificate signed by a Certified Energy Plans Examiner (CEPE)
    **To find a CEPE in your area click HERE
11. Building Site Plan
12. Copy of New Construction Building Permit

NOTE: All systems 10 kW and smaller are prohibited from receiving Performance Based Incentive (PBI) payments and instead must receive an up-front Expected Performance-Based Buydown (EPBB) payment.

Incentive Claim

1. Incentive Claim From with Signatures (you can obtain this form from Power Clerk)
2. CCSE Field Verification Form (required if RRF was received by CCSE or or after 7/1/09)
3. Revised EPBB Calculation Printout (if applicable) (for other solar electric generating technologies, a copy of the SOF chart marking the correct data point)
4. Incentive Reassignment Form

Non-Residential 3-Step Application Process (≥ 10kW)
Forms & Documentation Requirements

Reservation Request

1. Completed Reservation Request Form with Signatures (you can obtain this form from Power Clerk)
2. Application Fee
3. Electrical System Sizing Documentation for projects > 5 kW (new/expanded load only)
4. Documentation of an Energy Efficiency for retrofit buildings – choose one of the following:
   1. Energy Efficiency Audit (http://204.12.122.45/SDGE/Navigator/CH_Welcome.aspx)
   2. Title 24 within the last 3 years
5. Copy of Signed Commercial Energy Efficiency Disclosure Form
   **For EPBB Existing Non-Residential Buildings ≥ 100,000 sq.ft. click HERE to access EnergyStar's Benchmarking Tool Portfolio Manager
6. Copy of signed  Commercial Energy Efficiency Commitment Agreement for EPBB Existing Commercial Buildings ≥ 100,000 sq.ft. and Benchmarking <75
7. Certification of tax-exemption (Gov’t and Nonprofit only)
8. Authorization to Receive Customer Information
   
   Additional Required Documents for Non-Residential New Construction:
9. Proof of at least 15% above Title 24 Standards (PERF-1 Form Certificate signed by a Certified Energy Plans Examiner (CEPE)
   **To find a CEPE in your area click HERE
10. Building Site Plan
11. Copy of New Construction Building Permit

Proof of Project Milestone

1. Completed Proof of Project Milestone Checklist
2. Copy of Executed Contract for System Purchase and Installation
3. Copy of Executed Alternative System Ownership Agreement (if System Owner is different than Host Customer)
4. Copy of RFP or solicitation (Gov’t., Non-Profit and Public Entities only)

Incentive Claim

1. Incentive Claim From with Signatures (you can obtain this form from Power Clerk)
2. CCSE Field Verification Form (required if RRF was received by CCSE on or after 7/1/09)
3. Copy of Executed PDP Contract (PBI Only). List of eligible PDP providers.
4. Copy of Retro-commissioning Agreement for EPBB Existing Commerical Buildings ≥ 100,000 sq.ft. and Benchmarking <75 (required if RRF was received by CCSE on or after 7/1/09)
5. Incentive Reassignment Form

NOTE: All EPBB systems over 10 kW are required to retain a Performance Monitoring and Reporting Service (PMRS) and report 15-minute interval kWh production data to the Program Administrators on a quarterly basis for five years. See the list of eligible PMRS Providers.