Get documents about "Solar Installation Contract Agreement
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Solar Installation Contract Agreement document sample
Document Sample
Return One-Step Application Form and Package to:
California Solar Initiative Program PG&E Solar and Customer Generation - CSI
One-Step Application Form and Program Contract P.O. Box 7433
San Francisco, CA 94120
Reservation Number: Date Printed: 8/22/2011
Instructions: Please confirm you are using the current One-Step Application Form by going to your Program Administrator's website. The photovoltaic
system must be placed in service and a copy of this One-Step Application Form, including all appropriate documentation, must be returned to the Program
Administrator. Refer to the CSI Program Handbook for instructions, and include all required attachments with your submittal. Incomplete Applications will
result in a suspended application.
NOTE: Per section 4.2 of the July 2009 CSI Handbook, this option only applies to Host Customers who have completed their interconnection and received
written permission from your utility to operate in parallel to the utility grid within the past 12 months. However, Applicants of any customer class and project
size (i.e., residential and small non-residential (<10kW), non-residential, and government, nonprofitand public entities) may choose to use the 1-Step
1. Host Customer 2. Applicant (if not Host Customer)
Customer/Company Name (As
listed on electric bill)
Company Name
Contact Name Contact Name
Mailing Address (Suite/Apt, Street) Mailing Address (Suite/Apt, Street)
(City, State, Zip) (City, State, Zip)
Email Email
Phone Phone
Fax Fax
Does the Host Customer have legal ownership of the building and/or property where the proposed PV system will be located? YES NO
If no, please indicate who owns the building and/or property, the contractual relationship with the Host Customer and the contract period
3. System Owner (if not Host Customer) 4. Contractor
Company Name Company Name
Contact Name License Number
Mailing Address (Suite/Apt, Street)
(City, State, Zip) 5. Seller
Email Company Name
Phone License Number
Fax
6. Payee Information
Company Name
Host System Owner Third Party: Contact Name
Tax Payer ID
Tax Status for Payee of Incentive (check one): Mailing Address (Suite/Apt, Street)
Individual/Sole Proprietor L.L.C. (Corporation) (City, State, Zip)
Partnership L.L.C. (Non-Corporation) Email
Corporation Exempt Phone
Fax
7. Performance Monitoring & PBI Meter Information
Check the appropriate box:
I have requested a PMRS exemption for this project (EPBB Only).
I have a PMRS and will provide data to CSI per CSI Handbook.
Performance Monitoring Provider: Performance Data Provider:
Performance Meter Information (PBI only):
Meter Number Meter Manufacturer Meter Model Meter Serial #
1
2
3
4
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Return One-Step Application Form and Package to:
California Solar Initiative Program PG&E Solar and Customer Generation - CSI
One-Step Application Form and Program Contract P.O. Box 7433
San Francisco, CA 94120
Reservation Number: Date Printed: 8/22/2011
8. Project Site Information
Incentive Type: Residential Commercial Government, Non-profit, or Public Entity
Site Address (Suite/Apt, Street)
(City, State, Zip)
County Est. Building Sq. Ft.
Electric Utility Service Meter Number(s)
Account Number(s)
Is there any existing generation at this Site, including nonfunctioning and/or emergency back up generation YES NO
If yes, describe the type of technology for Existing Generation
Has this project Site received previous incentives for installed PV generation? YES NO
Amount Description
9. Project Incentive Calculation and Cost Information
Enter Estimated Annual kWh and CSI System Size as shown on EPBB Tool at www.csi-epbb.com
Array Number Estimated Annual kWh CEC-AC (kW) Design Factor (%) CSI System Size
1 0.000 kW
2 0.000 kW
3 0.000 kW
4 0.000 kW
Total Annual kWh: 0 0.000 Total CSI System Size: 0.000 kW
Project System Size: 0.000 kW
Eligible CSI System Size: 0.000 kW Array Type (Select one): Fixed System
Module Cost: 1-Axis or 2-Axis Tracking
Inverter Cost:
Permitting Cost: (Actual permit cost excluding all associated technical or human resource costs)
Balance of System:
Total Project Cost: $ - #DIV/0!
Pro-rated Eligible Project Cost: #DIV/0! #DIV/0! 6a (Pro-ration to equate costs to Eligible CSI System Size)
List all other non-CSI incentive sources and amounts being received for Eligible Project Cost Items. See
Other Financial Incentives in Addition to CSI CSI Handbook for more information.
Other Incentive Source Name Other Incentive Source Type Amount
#DIV/0!
#DIV/0!
Total Other Incentives Amount: $ - #DIV/0! 6b
Verify Incentives Don't Exceed System Owner's Out of Pocket Expenses
Total Eligible Project Costs (6a) = #DIV/0! #DIV/0! 6c
Total Other Incentive Amount (6b) = $ - #DIV/0! 6d
CSI Rebate Amount (7a) = $ - #DIV/0! 6e
System Owner Out of Pocket Expenses* = #DIV/0! 6f
* Verification of Amount Shown required prior to CSI Incentive Payment
Line 6c - 6d - 6e - 6f (if Total $'s is not equal to $1 or zero please contact your
Program Administrator) =
#DIV/0! #DIV/0!
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Return One-Step Application Form and Package to:
California Solar Initiative Program PG&E Solar and Customer Generation - CSI
One-Step Application Form and Program Contract P.O. Box 7433
San Francisco, CA 94120
Reservation Number: Date Printed: 8/22/2011
10. Requested Project Type, Rate, and Incentive
CSI System Size: 0.000 kW
CSI Incentive Amount: EPBB (< 50 kW) PBI (> = 50 kW or opt in)
$/watt OR $/kWh
Requested CSI Incentive = $ - 7a
11. Checklist for Other Required Documents
Please complete this checklist. Refer to the latest version of the CSI Program Handbook for detailed instructions on eligibility and application
requirements. The purpose of this checklist is to ensure applicants submit the all materials required for the One-Step Application and assist the Program
Administrator to review the documentation.
Completed One-Step Rebate Form and Program Contract with Signature
Electrical System Sizing Documentation (new/expanded load) for projects >= 5 kW
Copy of FALSE Efficiency Disclosure Form
Signed Energy
Proof of Energy Efficiency documentation:
Energy Efficiency Audit -or- Title 24 Report within the last 3 years
Printout of EPBB Tool Calculation (www.csi-epbb.com)
Copy of Executed Agreement of Solar Energy System Purchase and Installation
Copy of Executed Alternative System Ownership Agreement (If System Owner is Different from Host Customer)
Copy of PMRS Cost Cap Exemption Documentation (if applicable)
Signed Field Verification Certification Form
Proof of Benchmarking Documentation (EPBB Existing Commercial buildings >= 100,000 sq ft and Benchmarking > 75)
Copy of Retrocommissioning Report (EPBB Existing Commercial buildings >= 100,000 sq ft and Benchmarking < 75)
Certification of tax-exempt status (gov't and non-profit only)
12. Final Project Cost Affidavit and Incentive Claim
System Owner and Host customer each certify and declare under penalty of perjury under the laws of the State of California that all of the information
provided by the Parties in this Agreement and each of the following statements are complete, true, and correct:
(a) At the time the incentive payment is made, System Owner is the owner of the PV solar energy system that comprises the Project and all the statements
below are true, accurate, and correct:
(1) The information provided in this Agreement is true and accurate;
(2) System Owner incurred all the costs identified in Section 1.1(c) of this Agreement;
(3) The Project is operating as intended according to the Installation Contract;
(4) The PV solar energy system in the Project is new and is intended to offset part or all of the Host Customer’s electrical needs at the site of installation;
(5) The site of the installation of the Project is located within the service territory of the investor owned utility from whom the incentive is being claimed;
(6) The Project is not intended solely as a back-up generator;
(7) The Host Customer has received a copy of the completed Agreement to review, and consult with independent counsel about, before signing;
(8) A PV solar energy system that satisfies all of the terms and conditions of the CSI Program has been installed at the Project site location and is operating
satisfactorily as of the date the Parties sign this Agreement;
(9) The rated electrical output of the PV solar energy system and the physical location of the system are identified correctly in this Agreement and in the
Installation Contract; and
(10) The Host Customer and System Owner understand that all other pre- and post-installation agreements, program rebates, grants, forgiven loans, gifted
equipment, financial incentives, Renewable Energy Credits (e.g., RECs, Green Credits, etc.), and performance payments are “other incentives” that must be
disclosed to the PA.
(b) The Costs of the Project listed below in (1) and (2) are consistent with the data provided in Section 9 and 10.
(1) Total Eligible Project Costs Are: #DIV/0!
(2) Total Incentive Payment Amount Is: $ -
TAX LIABILITY
(1) The incentives received under the CSI Program may be taxable and the PA may report such payments on IRS Form 1099 unless the Party receiving the
incentive identifies itself as being exempt by providing its tax exempt tax status to the PA as an attachment to this Agreement.
(2) The Parties are responsible for obtaining tax advice from their respective tax advisers concerning the taxability of rebates. The PA is not responsible for
giving tax advice or for any taxes that may be imposed on the Parties as a result of a Party’s receipt of the incentive payment.
13. CSI Program Warranty
The undersigned declares that the system includes a minimum 10-year warranty provided in combination by the manufacturer and installer to protect the
purchaser against defective workmanship, system or component breakdown, or degradation in electrical output of more than fifteen percent from their
originally rated electrical output during the ten-year period. The warranty must cover the solar generating system only, including PV modules (panels) and
inverters, solar collectors, tracking mechanisms, heat exchangers, pumps, heat driven cooling systems associated with the solar system and provide for no-
cost repair or replacement of the system or system components, including any associated labor during the warranty period.
For self-installed systems, the undersigned declares that the system includes a minimum 10-year warranty on the equipment to be installed to protect the
purchaser against breakdown or electrical output degradation of major system components. In this case, the warranty need not cover the labor costs
associated with removing or replacing major components because any repairs would be done by the self-installer or at the self-installer’s expense.
Additionally, meters must have a one-year warranty to protect against defective workmanship, system or component breakdown, or degradation in electrical
output of more than fifteen percent from their originally rated electrical output during the warranty period. For meters that are integrated into the inverter, the
meter warranty period must be 10 years.
Host Customer Initial: Date:
System Owner (if not, Host Customer) Initial: Date:
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Return One-Step Application Form and Package to:
California Solar Initiative Program PG&E Solar and Customer Generation - CSI
One-Step Application Form and Program Contract P.O. Box 7433
San Francisco, CA 94120
Reservation Number: Date Printed: 8/22/2011
14. CSI Program Contract
Declarations by Host Customer and System Owner:
By execution of this document, System Owner and Host Customer each certifies that the Project meets all Program eligibility requirements and that the
System Owner and Host Customer agree to abide by the rules and requirements set forth in the CSI Program Handbook. The undersigned declare under
penalty of perjury under the laws of the State of California that 1) the information provided is true and correct, 2) the above-described generating system is
new and intended to offset part or all of the Host Customer’s electrical needs at the site of installation.
The Host Customer and System Owner are committed to completing this Project, and by signing below, are stating their intent to contract with any
individual(s) necessary for completion of the Project. The Host Customer is the reservation holder and reserves the right to submit new project
specifications, including a new Applicant designation, upon withdrawal from the Project and cancellation of this Agreement. The undersigned declare under
penalty of perjury under the laws of the State of California that 1) the information provided in the Reservation Request Form is true and correct, 2) the above-
described generating system is new and intended to offset part or all of the Host Customer’s electrical needs at the site of installation.
Host Customer System Owner (if not Host Customer)
Signature: Signature:
Name Printed: Name Printed:
Title: Title:
Date: Date:
Program Administrator
Signature:
Name Printed:
Title:
Date:
Certification by Applicant: Where an APPLICANT has been separately identified on the Reservation Request Form, the Applicant must certify that the
information provided on the Reservation Request Form is true, accurate, and complete. The Applicant is not a Party to the contract, but certifies under
penalty of perjury that the information provided on the Reservation Request Form and the CSI Incentive Calculation Worksheet is true, accurate, and
complete.
Applicant
Signature:
Name Printed:
Title:
Date:
Once complete, please attach this and other required documents to your application in PowerClerk or send it to one of the addresses below.
Regular Mail Address Overnight Mail Address
PG&E Solar and Customer Generation - CSI PG&E Solar and Customer Generation - CSI
P.O. Box 7433 245 Market St., MC N7R
San Francisco, CA 94120 San Francisco, CA 94105-1797
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