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 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.
Reservation Request
- 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
- Energy Efficiency Disclosure Form
- This can be completed and printed here
- This can be completed and printed here
- Documentation of Energy Efficiency Audit
- Choose one of the following:
- Energy Efficiency Audit
- Title 24 documents from the last 3 years
- Choose one of the following:
- Authorization to Receive Customer Information
- This can be downloaded and printed here
- This can be downloaded and printed here
- 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
- Electrical System Sizing Documentation (new/expanded load only) for projects > 5 kW
- This can be downloaded and completed here
- This can be downloaded and completed here
- Copy of Executed Alternative System Ownership Agreement (If System Owner is different from Host Customer)
- 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
- Incentive Claim Form with Signatures
- This can be printed from the "Incentive Claim Form" tab in Powerclerk
- CCSE Field Verification Form
- This can be downloaded and completed here
Other Documents that may be required for Residential Projects
- Executed PDP Contract
- PBI projects only, list of eligible PDP providers
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.
