The document outlines the application process for residential rebate programs administered by the California Energy Commission, including required forms and documents. Applicants can apply online using PowerClerk or download forms like the residential rebate form, energy efficiency audit report, energy efficiency disclosure form, printout of CEC calculator, installation and purchase contract, and letter of authorization.

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31. CSI Non-Residential Rebate Process
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66

53. CSI Incentive Claim Process
Non-Residential

54. N1OF".1(&G$3F01%?#&>$.&<%31%?"21&*6'"0
1. Complete Incentive Claim Form with Signatures
2. Copy of Executed Performance Monitoring and Reporting
Service (PMRS) Contract or PMRS Cost Cap Exemption
Documentation
3. Field Verification Certification Form
4. Revised EPBB Calculation Printout (if applicable)
5. Copy of Executed PDP Contract (PBI only)
6. Copy of Retro-commissioning Report ( EPBB Existing
Commercial buildings greater than 100,000 sq ft and
Benchmarking <75)
68

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69

56. *$9;&$>&N1?.$L3$00"##"$%"%/&N19$.?
The Retro-commissioning Report is to be submitted with
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building size is greater than 100,000 sq.ft.
receives an EPBB incentive
receives a benchmark score < 75
For more information on Benchmarking:
https://www.energystar.gov/istar/pmpam/
70

57. +(08.9,$&()B'&,&9&#

58. Inspection Tolerances
Tilt = +/- 3 degrees
Azimuth = +/- 5 degrees
Summer Shading (May-Oct) = +/-5%
Example: June = 93% on the EPBB
submitted on the ICF. If we inspect and
find 88-98%, there is no issue.
73

59. Infractions and Failures
*Check Incentive Dollar Amount on submitted EPBB vs.
Incentive Dollar Amount on inspection EPBB.
Infraction
Difference between 5-10% of dollar amount.
Failure
Difference more than 10%
3 infractions
74

60. Penalties
Low Volume Installers (<200 installations applied for in a year)
Two failed inspections in one year = probation and 100% project
inspection for one year.
One additional failure (3 total) during probationary period will disqualify
you from participating in the CSI Program for one year.
High Volume Installers (>200 installations applied for in a year)
Three failed inspections in one year = probation and 100% project
inspection for one year.
Two additional failures (5 total) during probationary period will disqualify
you from participating in the CSI Program for on year.
75

61. Inspection Result Scenarios
Results are within set tolerances
Results are outside of set tolerances but
within 5% of incentive amount
Results are outside of set tolerances with
more than a 5% incentive amount
difference
Equipment is different
Incentive difference more than 10%
76

62. Inspection Protocol #1
Results are within set tolerances
Inspection results PA Action Applicant
Results within set Accepts the submitted EPBB No Action
Tolerance: Calculator and pays project as Necessary
normal
Tilt ±3°,
Azimuth ±5°,
Shading ±5% of
Summer shading
Equipment matches
77

63. Inspection Protocol #2
Results are outside of set tolerances but
within 5% of incentive amount
Inspection results PA Action Applicant Action Failure
Results outside set Recalculate Applicant No
tolerance, but Incentive based accepts the
within 5% of on inspected incentive
submitted EPBB amount change
incentive. calculator or disputes with
results. Notify PA for
*Equipment Applicant of the resolution
matches new incentive
amount.
78

64. Field Inspection Report
5% of $3,425 = $171
Difference = $15
Original EPBB Based on Inspection
79

65. Inspection Protocol #3
Results outside set tolerance and NOT within 5 % of
submitted incentive amount.
Inspection results PA Action Applicant Action Infraction
Results outside set Recalculate Applicant Yes
tolerance and Incentive. Notify accepts the
not within 5% of Applicant of a incentive
submitted new incentive amount change
Incentive. amount and or disputes with
issue failure. PA for results
*Equipment matches
80

66. Field Inspection Report
5% of $3,448 = $172
Difference = $238
Original EPBB submitted with ICF Based on Inspection
81

67. Inspection Protocol #4
Equipment differs but within 5% of submitted incentive.
Inspection results PA Action Applicant Action Failure
Results show that the Recalculate Applicant accepts the No
equipment differs Incentive. Notify incentive amount
than submitted Applicant of new change or
EPBB, but within incentive amount disputes with PA
5% of submitted change. for resolution
incentive.
82

68. Original EPBB Based on Inspection
Equipment differs but within 5% of submitted incentive
5% of $442,727 = $22,136
Difference = $21,990
83

69. Inspection Protocol #5
Results outside tolerances and outside 10% of submitted
incentive.
Inspection results PA Action Applicant Failure
Results outside set Recalculate incentive Applicant accepts the Yes
tolerance, and base on incentive amount
outside 10% of inspected EPBB change or
submitted calculator disputes with PA
incentive. results. Notify for resolution
Applicant of new
incentive amount
change and
issue failure.
84

70. Proposed Changes to CSI Handbook

71. CSI Handbook Changes
CSI Project Review
CSI Project Review now encompasses the following:
Onsite Field Inspections
Application Process Review
The successful completion of Onsite Field Inspections and Application Process Reviews will
Onsite Field Inspections
Major and Minor Infractions
Based on Onsite Field Inspection Parameters and Key Project Components
Minor Infractions Incentive difference between 5% - 10%
Major Infractions Incentive difference greater than 10%
Application Process Review
Includes a review of the following:
Review of all project application documentation
Review of interconnection information
Review of any other information about the Applicant's project that has been received by the Program
Administrators
Review of PBI payment documentation
86

72. Failures based on Onsite Field Inspection or
Application Process Review
A few reasons for failures based on the Onsite Field
Inspection
One Major Infraction
5 Minor Infractions
Failure to attend CSI related inspection training
A few reasons for failures based on the Application
Process Review
Not disclosing the actual contractor performing work on Installation
Contract
Neglecting to provide required documentation on a consistent
basis, such as Host Customer contact information
Neglecting to respond to requested information within the 20 day
time period on a consistent basis
87

73. Other CSI Handbook Changes
Mandatory PowerClerk Electronic Submittal : Dec. 1st
1-Step Application Available: Jan. 1st, 2011
1-Step Mandatory: March 1st, 2011
Shortening Suspension Due Date from 20 days to 10 days
Document View and Re-Upload (Suspended Projects)
RED = Proposed
88

74. aF"37&N13'9&
Use PowerClerk
Mandatory starting Dec. 1st
Steps required:
1. Reservation (Res & Non-Res)
2. Proof of Project Milestone (Non-Res)
3. Incentive Claim (Res & Non-Res)
PBI mandatory for systems over 30kW
89

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