Self-Generation Incentive Program
Instructions for Completing the Reservation Confirmation and Incentive
Once applicants have demonstrated project advancement and provided a signed Program
Contract, the Program Administer will issue a Reservation Confirmation and Incentive Claim
Form, that provides the Applicant, Host Customer and Reservation information on file. Applicants
may use the form received from the Program Administrator or they may fill out a blank form.
Applicant (Project Sponsor)
Provide the company name, taxpayer ID, contact name, address and business phone number
and email address of the applicant. For program eligibility purposes, the applicant is the entity
applying to receive incentive funds under this program. Some Applicants, such as ESCOs, can
apply for and receive incentive funding and do not have to own the generation equipment or
operate the site(s) where the generation equipment will be installed. However, this arrangement
must be disclosed to the entity that will own the generation equipment and/or operate the site(s)
where the generation equipment will be installed.
Provide the company name, taxpayer ID (of the corporate or government parent), contact name,
address and business phone number, email address and the electric utility account number of the
host customer. For purposes of program eligibility, the Host Customer is the utility customer
taking gas or electric service at the location where the generating system will be located.
If Host Customer is the Applicant, complete the information for Section 1 and insert the phrase
“Same as Above”.
Check the appropriate box to indicate if the incentive payment should be made to the Applicant or
to the Host Customer. If the Applicant is to receive the incentive payment, check the appropriate
box indicating the tax status of the applicant. If the Host Customer is to receive the incentive
payment, check the appropriate box indicating the tax status of the Host Customer.
Confirmation of Incentive Reservation
If the Applicant resubmits the form sent to them by the Program Administrator, the Confirmation
of Incentive Reservation section will already be completed. If Applicant is completing a blank
Confirmation and Claim form, fill in the appropriate reservation information from the Conditional
Reservation Notice Letter.
As-Built System Claim
Enter in the final System Size of the self-generation equipment, the facility address and the
Any changes or modifications to the information provided in the Reservation Confirmation and
Incentive Claim Form received by the Program Administrator must be noted on a separate sheet
of paper and attached to the Reservation Confirmation and Claim Incentive Form. Changes in the
Total Eligible System Cost or the System Rated Output or other information may affect the
amount of the incentive. See the Program Handbook for details.
Applicants must attach the following information to the Reservation Confirmation and Incentive
Page 1 of 2 May 13, 2002 Rev. 1
• Proof of System Interconnection – Applicants must submit a copy of the signed letter
from their utility granting the distributed energy system owner permission to operate in
parallel with the utility transmission and distribution system. For information on the
interconnection process, see Section 5.1 in the Program Handbook.
• Final Building Inspection Report – Applicants must submit a copy of their final building
inspection report demonstrating that the project meets all codes and standards of the
permitting jurisdiction. Contact your local permitting jurisdiction to learn about permitting
• Final Air Permitting Documentation – Level 2/3 applicants must submit a copy of the final
documentation indicating compliance with all applicable air pollution regulations.
• Final Project Cost Breakdown and Documentation – Applicants must submit a final
project cost breakdown, along with corresponding documentation substantiating the
claimed eligible project cost. Documentation may include, but is not limited to a copy of
the purchase order, invoices, contracts, etc. For a list of eligible project costs, see
Section 3.4.1 in the Program Handbook.
• Proof of Warranty – Applicants must submit proof of warranty for the distributed energy
technology used in their project. This could include a manufacturers warranty statement
or extended maintenance and service contract terms and conditions.
• Planned Maintenance Coordination Letter – Level 3 applicants with facilities sized greater
than 200 kW must submit a copy of the coordination letter which shows that they will
schedule planned maintenance only between October and March and, if necessary, only
during off-peak hours and-or weekends during the months of April to September.
Both Applicant and Host Customer must read, sign and date the Reservation Confirmation and
Incentive Claim Form. If the Host Customer is the Applicant and is to receive the incentive
payment, only the Host Customer need sign the Reservation Confirmation and Incentive Claim
Submitting the Reservation Confirmation and Incentive Claim Form
The completed Reservation Confirmation and Incentive Claim form along with required
attachments must be submitted to the program administrator’s mail by 5 p.m. on or before the
Reservation Expiration Date specified in Reservation Confirmation and Incentive Claim Form
provided by the Program Administrator.
Applicants can submit the Reservation Confirmation and Claim Form with all required
attachments by mail or fax (see Section 7 in the Program Handbook for a list of Program
Administrators). Applicants who initially fax a copy of the Reservation Confirmation and Incentive
Claim Form and required attachments must mail a hardcopy with original signatures on all
Page 2 of 2 May 13, 2002 Rev. 1