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228 CALIFORNIA SOLAR INITIATIVE PROGRAM
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 ten-
tative service account number.
3 The system description worksheet available on the CSI Web page must be completed.
4 Electrical system sizing documents as discussed previously 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 govern-
ment and nonprofit organizations, it must be attached to the application.
7 For existing projects an 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 the solar system contrac-
tor or provider.
10 Attach a copy of the executed contract agreement if the system ownership is given
to another party.
11 Attach a copy of the grid interconnection agreement if available; otherwise inform
the administrator about the steps taken to secure the agreement.
12 Provide the following documents:
a Completed proof of project milestone
b Host customer certificate of insurance
c System owner’s certificate of insurance (if different from the host)
d Copy of the project cost breakdown worksheet
e Copy of an alternative system ownership such as a lease or buy agreement
f A copy of the RFP or solicitation document if the customer is a government or
nonprofit organization or a public entity
To submit the claim for the incentive documents to the administrator the owner or
the contractor must provide the following:
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
In the event of incomplete document submittal, the administrators will allow the
applicant 20 days to provide missing documentation or information. The information
provided must be in a written form mailed by the U.S. postal system. Faxes or hand-
delivered systems are not allowed.
All changes to the reservation must be undertaken by a formal letter that provides a
legitimate justification for the delay. Requests to extend the reservation expiration date