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CSI RESERVATION STEPS  167


                        2 Proof of electric utility service or account number for the project site must be
                          shown on the application. In case of a new project, the owner must procure a
                          tentative service account number.
                        3 The system description worksheet available on the CSI Web page must be completed.
                        4 Electrical system sizing documents, as discussed earlier, must be attached to the
                          application form.
                        5 Attach an application fee (1 percent of the requested CSI incentive amount).
                        6 If the project is subject to tax-exemption Form AB1407, compliance for government
                          and nonprofit organizations must be attached to the application.
                        7 For existing projects, energy-efficiency audit or Title 24 calculations must be
                          submitted as well.
                        8 Forward the printout of the calculated PBI. Use the CSI Web-page calculator.
                        9 Attach a copy of the executed purchase agreement from a solar system contractor
                          or provider.
                       10 Attach a copy of the executed contract agreement if system ownership is given to
                          another party.
                       11 Attach a copy of the grid-interconnection agreement if available; otherwise,
                          inform the administrator about steps taken to secure the agreement.
                       12 Supply a completed proof-of-project milestone statement.
                       13 Supply a host customer certificate of insurance.
                       14 Supply a system owner’s certificate of insurance (if different from the host).
                       15 Supply a copy of the project cost-breakdown worksheet.
                       16 Supply a copy of an alternative system ownership, such as a lease/buy agreement.
                       17 Supply a copy of a request for proposal (RFP) or solicitation document if the
                          customer is a government, a nonprofit organization, or a public entity.

                         To submit the claim for the incentive to the administrator, the owner or the contractor
                       must provide the following:

                        1 A wet-signed claim form (available on the CSI Web page)
                        2 Proof of authorization for grid integration
                        3 A copy of the building permit and final inspection signoff
                        4 Proof of warranty from the installer and equipment suppliers
                        5 Final project cost breakdown
                        6 Final project cost affidavit

                         In the event of incomplete document submittal, the administrators will allow the
                       applicant to provide missing documentation or information within 20 days.
                       Information provided must be in a written form mailed by the U.S. postal system.
                       Faxed or hand-delivered documents are not allowed.
                         All changes to the reservation must be undertaken by a formal letter that justifies
                       legitimate delay. Requests to extend the reservation expiration date are capped to a
                       maximum of 180 calendar days. Written time-extension requests must explicitly high-
                       light circumstances that were beyond the control of the reservation holder, such as
                       the permitting process, manufacturing delays, extended delivery of PV modules or
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