The document outlines the requirements and process for reserving rooms at the Energy Center, including reserving residential rooms, submitting energy efficiency audit reports, and signing forms. It provides contact information for PowerClerk and energy audits. The agenda covers inspection protocols, calculation of incentives, and proposed changes to the CEC handbook.

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30

31. CSI Non-Residential Rebate Process
Required Documents for Non-Res Applications

32. Forms & Documentation Requirements
• Completed Reservation Request Form with Signatures
• Letter of Authorization
• Electrical System Sizing Documentation (new & expanded load only)
• Documentation of an Energy Efficiency Audit (if you have not met Title 24 or other
exemptions)(Title 24 mandatory for non-res new construction)
• Printout of EPBB Tool Calculation (www.csi-epbb.com)
• Copy of a signed Energy Efficiency Disclosure Agreement
• Copy of a signed Commitment Agreement (EPBB existing commercial buildings
> 100,000sq ft & Benchmarking ,75)
• Copy of New Construction Building Permit (non-res new construction only)
• Building Site Plan (for non res new construction only)
• Application Fee (>10kW)
• Certification of tax-exempt status (Gov’t & Nonprofit only)
32

33. Non-Residential Energy Efficiency Disclosure
Agreement
The Energy Efficiency Disclosure
Agreement is a document provided
by the PA’s to be submitted with the
Reservation Request Form. In the
document, the Host Customer
confirms access to historical usage,
knowledge of rebates / incentives
available to offset energy efficiency
costs, agrees to conduct an energy
efficiency audit and lists any EE measure
installed.
33

34. Non Residential Energy Efficiency Commitment
Agreement
The Energy Efficiency
Commitment Agreement is a
document provided by the PA’s to
be submitted with the Reservation
Request Form. This form is only
required if the project: building size
is greater than 100,000 sq.ft. AND
receives an EPBB incentive AND
receives a benchmark score of
less than 75.
34

35. Application Fee
Standardized amount based on system size
35

36. Application Fee
• Submit Application Fee with Reservation Request.
• The Host Customer will have 30 days to submit payment for the
application fee in
order to activate the Reservation Request.
• Program Administrators will accept payments from either the Applicant or
a third party on behalf of the Host Customer for a particular project;
however, a returned application fee shall only be paid to the Host
Customer.
• If project is withdrawn or cancelled application fee is forfeited.
• Program Administrators will only accept application fees in the form of a
check.
36

37. 37

38. Non-Residential Request for Proposals (RFP)
Request for Proposal – Gov!t, Non-Profit & Public Entities

39. Request for Proposal (RFP)
• Government, Non-Profit and Public Entities only
• Submit within 60 calendar days of the receipt of the Confirmed
Reservation notice
• Submit with Proof of Project Milestone Checklist (with
signatures)
• Within 240 calendar days of the date of the Confirmed
Reservation notice, all proof of project milestone criteria must
be competed, including all required documentation.
39

40. Non-Residential Proof of Project Milestone (PPM)
Required PPM Documents for Projects " 10kW

41. Proof of Project Milestone
• Due 60 days after date of Reservation Confirmation notice
(Commercial)
• Due 240 days after date of Reservation Confirmation notice
(Government, Non-Profit and Public Entities)
• Use PowerClerk or complete Proof of Project Milestone Checklist
available on CCSE website
Required Documents
• Completed Proof of Project Milestone Checklist
• Copy of executed contract for system purchase and installation
• Copy of executed alternative system ownership agreement (If
System Owner is different than Host Customer)
• Revised EPBB Calculation Printout
41

42. PowerClerk PPM
42

43. PowerClerk PPM
43

44. PowerClerk PPM
44

45. Required Contracts
• Copy of executed contract for system purchase and installation
which must include:
• Quantity, make and model of the modules, inverters and
meters
• Total purchase price of the system pre-incentive
• Language indicating intent or commitment to purchase
system
• Printed names and signatures of agents authorized to sign
on behalf of entity
• Copy of Executed Alternative System Ownership Agreement
45

46. Revised EPBB Printout
• Required
only if
there are
changes to
the system.
46

47. CSI Residential RRF Process
Apply Using PowerClerk Online Application Tool

48. The PowerClerk online application
tool can be found at:
https://ccse.powerclerk.com
48

49. PowerClerk Tutorial
49

50. To report issues regarding PowerClerk
contact Energy Solutions:
csisupport@powerclerk.com
For instruction on PowerClerk functions
contact a CSI Team Member:
858.244.1177
50

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65

66. CSI Incentive Claim Process
Non-Residential

67. Required Documents for Incentive Claim
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)
67

68. Copy of Retro-commissioning
Report
The Retro-commissioning Report is to be submitted with the
Incentive Claim Form only if the project:
• building size is greater than 100,000 sq.ft.
• receives an EPBB incentive
• receives a benchmark score < 75
Benchmarking Link: https://www.energystar.gov/istar/pmpam/
Retro-commissioning is a process to identify how major energy using equipment is
being operated and maintained and to identify specific improvements to the
performance of those energy using systems. The process uses a whole building
systems approach to identify problems and needed repairs or adjustments to achieve
energy savings, occupant comfort and improved systems performance. A
commissioning agent identifies and makes the necessary equipment adjustments and
identifies energy efficiency projects that will improve overall building performance.
68

69. CSI Incentive Claim Process
Residential & Non-Res Incentive Claim using PowerClerk

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73

74. +(0:.;,&()C'&6&;&#)h]
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
74

75. +(0:.;,&()C'&6&;&#)h^
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.
75

76. Field Inspection Report
5% of $177,100 = $8,855
Difference = $3,953
Original EPBB Based on Inspection
76

77. +(0:.;,&()C'&6&;&#)h_
Inspection results PA Action Applicant Action Failure
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
77

78. Field Inspection Report
5% of 474,978 = $23,749
Difference = $32,251
Original EPBB submitted with ICF Based on Inspection
78

79. +(0:.;,&()C'&6&;&#)h`
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.
79

80. Based on Inspection Original EPBB
Equipment differs but within 5% of submitted incentive
5% of $442,727 = $22,136
Difference = $21,990
80

81. +(0:.;,&()C'&6&;&#)hb
Inspection results PA Action Applicant Failure
Results show that the Recalculate incentive Applicant accepts the Yes
equipment differs base on incentive amount
than submitted inspected EPBB change or
EPBB and not calculator disputes with PA
within 5% of results. Notify for resolution
submitted Applicant of new
incentive incentive amount
change and
issue failure.
81

82. Proposed Changes to CSI Handbook

83. 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
determine the frequency of an Applicant’s inspection rates
• 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
83
!"

84. • 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
84
!#

85. • New Fraud Language
• Broadens the scope of what can be considered fraud
• Determination of Fraud
• Gross negligence
• Intentional submission of inaccurate information to collect more
incentive dollars
• Misrepresentation of:
• System performance
• System cost
• System components
• Misrepresentation to:
• CSI Program
• The utilities
• Host Customer
• System Owner
• Any local, state or federal government authority
85
!$

86. • Fraud Sanctions:
• Withholding of any or all incentive payments
• A determination of fraud on a project from one
entity may result in sanctions on any pending
or active projects for that entity
• Barring of future participation in the CSI
Program for a specified period of time or on a
permanent basis
86
!%

87. Other CSI Handbook Changes
• Host Customer Email at Reservation is now mandatory
• Three 180 day Extensions for:
• University of California Schools
• California State Schools
• Add language to the CSI Contract that ties the transfer of
PMRS data to the Host Customer’s agreement with the
PMRS Provider
87
!&

88. Quick Recap
• Use PowerClerk
• Go paperless and use document attachment
feature
• 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
88

89. Questions?
89

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90