California Center for Sustainable Energy

To apply for a CSI incentive online, visit: csi.powerclerk.com. For further explanation on required documentation, refer to the California Solar Initiative Handbook.

CCSE offers a CSI Application Process Workshop. We will teach you how to process solar applications with our online tool PowerClerk. To register for the workshop go to our calendar. The CSI application process webinar can also be viewed online here.

NOTE: As per the revised California Solar Initiative Handbook, which has been finalized by the California Public Utilities Commission:

• The Field Verification Form is no longer required to be submitted with the Incentive Claim Form package but should be completed and retained by the contractor.
• The deadline for resubmitting incomplete Reservation Requests and Incentive Claim Form packages has been changed from 20 calendar days to 14 calendar days.

Reservation Request

1. Completed Reservation Request Form with Signatures
   • This can be printed from the "Reservation Request Form" tab in Powerclerk
   • This can be also be downloaded and completed here
2. Energy Efficiency Disclosure Form
   • This can be completed and printed here
3. Documentation of Energy Efficiency Audit
   • Choose one of the following:
     • Energy Efficiency Audit
     • Title 24 documents from the last 3 years
4. Authorization to Receive Customer Information
   • This can be downloaded and printed here
5. Executed Agreement of Solar Energy System Purchase and Installation
   • See section 4.11.1.12 in the CSI Handbook for Contract Requirements

Other Documents that may be required for Residential Projects

1. Electrical System Sizing Documentation (new/expanded load only) for projects > 5 kW
   • This can be downloaded and completed here
2. Copy of Executed Alternative System Ownership Agreement (If System Owner is different from Host Customer)
3. Limitations on Installed Cost and Acknowledgement Form
   • This can be downloaded and completed here

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 Required Documents

1. Incentive Claim Form with Signatures
   • This can be printed from the "Incentive Claim Form" tab in Powerclerk

Other Documents that may be required for Residential Projects

1. Executed PDP Contract
   • PBI projects only, list of eligible PDP providers 
2. CSI Field Verification Certification Form
   This document is no longer required to be uploaded as part of the ICF package, but must be completed and retained by the contractor and submitted to the Host Customer.  Program Administrators may request this document from contractors at any time.  This document can be downloaded and completed here.

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.

CSI Rebate Application Workshop summary presentation