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CSI RESERVATION STEPS 225
another source for the same power cogenerating system, the first incentive amount will
be discounted by the amount of the second incentive received. In essence the overall
combined incentive amount must not exceed the total eligibility costs. At all times dur-
ing the project construction, administrators reserve the right to conduct periodic spot
checks and random audits to make certain that all payments received were made in
accordance with CSI rules and regulations.
CSI Reservation Steps
The following summarized the necessary steps for a EPBB application:
1 The reservation form must be completed and submitted with the owner’s or appli-
cant’s wet signature.
2 Proof of electric utility service or the 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 must be attached to the applica-
tion form.
5 If the project is subject to tax-exemption form AB 1407 compliance for govern-
ment and nonprofit organizations, it must be attached to the application.
6 For existing projects, an energy efficiency audit or Title 24 calculations must be
submitted as well.
7 To calculate the EPBB use the CSI Web page calculator (www.csi-epbb.com).
8 Attach a copy of the executed purchase agreement from the solar system contrac-
tor or provider.
9 Attach a copy of the executed contract agreement if the system ownership is given
to another party.
10 Attach a copy of the grid interconnection agreement if available; otherwise inform
the administrator about steps taken to secure the agreement.
To submit a payment claim provide the following documents to the administrator.
Figure 8.3 is a sample of Southern California Edison CSI system description form.
1 Wet-signed claim form available on the CSI Web page
2 Proof of authorization for grid integration
3 Copy of the building permit and final inspection sign-off
4 Proof of warranty from the installer and equipment suppliers
5 Final project cost breakdown
6 Final project cost affidavit
For projects categorized as BPI or nonresidential systems above 10 kW or larger,
the owner must follow the following process: