3-Step Application Process

The three steps for Applicants choosing to secure a reservation before installation are:

Step # 1: Submit Reservation Application Package

To reserve a conditional incentive, please submit the following documentation:

  1. Printout of EPBI Tool Calculation

  2. Completed Reservation Application Form and Program Contract with Signature
    Reservation Application Form
  3. Documentation of an Energy Efficiency Audit if you have not met Title 24 or other exemptions. Title 24 documentation mandatory for all new construction.
    Facilities assessment audit

  4. Copy of signed Energy Efficiency Disclosure Form
    Energy Efficiency Disclosure Form
  5. Copy of signed Commitment Agreement (Nonresidential Existing Commercial buildings ≥ 100,000 sq ft and Benchmarking < 75 only: Proof of Benchmarking Documentation required)
    Non Residential Energy Efficiency Commitment Agreement
  6. Application Deposit  ($1500 for any projects 100kW (CEC-AC) or greater)

  7. Proof of at least 15 percent above current Title 24 standards (for new construction only)

  8. Copy of New Construction Building Permit (For nonresidential new construction)

  9. Building Site Plan (for nonresidential new construction)

  10. Certification of tax-exempt status (Gov't and Nonprofit only)

Step # 2: Submit Proof of Project Milestone Package

This subsection applies to all Applicants following the 3-Step timeline progression. To satisfy the Proof of Project Milestone, all Applicants must provide the following:

  1. Copy of executed contract for System Purchase and Installation
  2. Copy of Executed Alternative System Ownership Agreement (if System Owner is
    different than Host Customer)
  3. Copy of EPBI Printout if system design is different than what was submitted with the
    Reservation Application Package

Step # 3: Submit Incentive Claim Form Package

Upon Project completion and prior to the Reservation Expiration Date, the Applicant must submit the following documentation to request an incentive payment:

  1. Incentive Claim Form with Signatures
    Incentive Claim Form
  2. Revised EPBI Calculation Printout (if applicable)

  3. Copy of Retro-commissioning Report (EPBI Existing Commercial buildings ≥ 100,000 sq ft and Benchmarking < 75 only)