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Multifamily Affordable Solar Housing Application Help Matrix

Reservation Request

Document Title Who Submits Description Location Submitting
Completed Reservation Request Form and Program Contract with Signature. All. This form is intended for use by solar professionals to get the signature of their clients at the time of sale.

This form can be retrieved from the Reservation Request Form page in PowerClerk.

Print this form and obtain required signatures. Then proceed to the next page in PowerClerk and electronically attach a scan of the signed form.
Authorization to: Receive Customer Information or Act on a Customer's Behalf. CSE Applicants Only. This authorization is specific to CSE territory applicants only. Authorization to Receive Customer Information. Print this document, sign, scan and upload to PowerClerk.
Electrical System Sizing Documentation (new/expanded load for systems greater than 5 kW). Systems greater than 5kW with new/expanded load. This is documentation to confirm that participating solar energy systems will not exceed the capacity of the Host Customer's previous 12-month historical usage. All Applicants for projects at new construction and/or major renovation must submit a copy of the data and calculations used to determine electrical system size. For a list of suggested methods of demonstrating load growth, see Section 2.2.4.1 of the MASH Handbook.

Applicants may also use this Electrical System Sizing Documentation (XLS File).

Print and complete this document, scan and upload to PowerClerk.
Documentation of CPUC Code 2852 eligibility. All. Demonstrates that the project site meets the low income housing definition per Public Utilities Code 2852. Examples of such documentation are: Executed Regulatory Agreement, Deed Restrictions, Affordability Covenants, etc. This should be provided by the Host Customer. Scan and upload PDF copy of document to PowerClerk.
Cover Sheet for Public Utilities Code 2852 Documentation. All. Outlines how a proposed MASH project achieves CPUC Code 2852 eligibility.

Applicants may use this Cover Sheet for Public Utilities Code 2852 Documentation (PDF File) or the form can be retrieved from the MASH Handbook.

This should be provided by the Host Customer.

Print and complete this document, scan and upload to PowerClerk.
List of Addresses on Site for ESA Program Referral List. All. This is a list of all tenant addresses within the apartment complex. The address must include the street address and unit number for each tenant unit. This list will be provided the Program Administrator to the utility Energy Savings Assistance (ESA) program staff for follow up regarding ESA program enrollment. This should be provided by the Host Customer. Please use this ESA Referral List (CSV File) as a template and submit it as a Comma Separated Value (CSV) document. Upload a Comma Separated Values (CSV) document to PowerClerk.
Affidavit Ensuring 50% Tenant Economic Benefit. For Applicants whose proposed project is applying under MASH Track 1D. Demonstrates that a portion of the solar energy system that is allocated to offsetting tenant load through VNM will result in the tenant receiving at least 50% of economic benefit of the allocated generation on a monthly basis for the life of the system or 20 years, whichever is less.

Applicants may use this Affidavit Ensuring 50% Tenant Economic Benefit (PDF File) or the form can be retrieved from the MASH Handbook.

This should be provided by the Host Customer.

Print and complete this document, scan and upload to PowerClerk.
Documentation of Virtual Net Metering (VNM) Allocation Form (if offsetting tenant load). MASH applications interconnecting under MASH Virtual Net Energy Metering. Provide the solar allocation sheet from the Virtual Net Energy Metering Interconnection Application. The solar allocation sheet indicates how solar energy credit will be allocated among the benefiting accounts within the MASH low-income site.

CSE Applicants - Email Customer Generation Interconnection Services (Netmetering@semprautilities.com) or call the hotline at:
(858) 636-5585.

PGE Applicants - Download Interconnection Application.

SCE Applicants - Email SCE's Interconnection Department Customer.Generation@sce.com

.
Scan and upload PDF copy of document to PowerClerk.
High Cost Justification and Acknowledgment Form. For Applicants whose proposed project costs exceed the limitation on installed costs, as defined in Section 3.6 of the MASH Handbook. This form provides documentation to the Program Administrator that the particular project requires a special configuration that will drive project costs above the limitation on installed costs. See Section 3.6 of the MASH Handbook for more details on limitations on installed costs. High Cost Justification and Acknowledgment Form (PDF File) . Print this form, provide justification for high cost of project, obtain required signatures, scan and upload to PowerClerk.

Proof of Project Milestone

Document Title Who Submits Description Location Submitting
Completed Proof of Project Milestone Checklist. All. This checklist is to assist in the completion of information materials required for review of Proof of Project Advancement and to speed processing of applications. This form can be retrieved from the Proof of Project Milestone page in PowerClerk. Print this checklist and obtain required signatures. Then proceed to the next page in PowerClerk and electronically attach a scan of the signed form.
Copy of Executed Agreement of Solar Energy System Purchase and Installation. All. Applicants must submit a copy of executed contract for purchase and installation of the system, and/or alternative System Ownership agreement. Agreements must be legally binding and clearly spell out the scope of work, terms, price, and solar energy system components to be installed. Agreements must be signed by appropriate parties (Supplier/Solar Contractor, Host Customer, Applicant and/or System Owner). This agreement should be provided by appropriate parties (Supplier/Solar Contractor, Host Customer, Applicant and/or System Owner). Scan and upload PDF copy of document to PowerClerk.
Copy of Executed Alternative System Ownership Agreement (If System Owner is Different from Host Customer). If System Owner is different from Host Customer. If the System Owner is not the Host Customer, the applicant must submit a copy of Executed Alternative System Ownership agreement. This should be provided by the System Owner. Scan and upload PDF copy of document to PowerClerk.
Documentation of Onsite Walkthrough Energy Efficiency (EE) Audit or Proof of Enrollment in a whole-building multifamily EE program. All. Applicant must submit documentation of an onsite walkthrough EE audit ASHRAE Level 1 or higher, or proof of enrollment in a utility, REN, CCA or federally provided whole-building multifamily energy efficiency program. This should be provided by the Host Customer. Scan and upload PDF document to PowerClerk.
Documentation requesting Job Training Exemption. If Applicable. If no suitable job training programs are located within 50 miles of the project site, proof of efforts made to search for a job training program that meets the program requirements must be submitted. This should be provided by the Host Customer. Scan and upload PDF copy of document to PowerClerk.
Documentation of Virtual Net Metering (VNM) Allocation Form (if changed from RR step). MASH applications interconnecting under MASH Virtual Net Energy Metering. Provide the solar allocation sheet from the Virtual Net Energy Metering Interconnection Application. The solar allocation sheet indicates how solar energy credit will be allocated among the benefiting accounts within the MASH low-income site.

CSE Applicants - Email Customer Generation Interconnection Services (Netmetering@semprautilities.com) or call the hotline at:
(858) 636-5585.

PGE Applicants - Download Interconnection Application.

SCE Applicants - Email SCE's Interconnection Department Customer.Generation@sce.com.

Scan and upload PDF copy of document to PowerClerk.
High Cost Justification and Acknowledgment Form . For Applicants whose proposed project costs exceed the limitation on installed costs, as defined in Section 3.6 of the MASH Handbook. This form provides documentation to the Program Administrator that the particular project requires a special configuration that will drive project costs above the limitation on installed costs. See Section 3.6 of the MASH Handbook for more details on limitations on installed costs. High Cost Justification and Acknowledgment Form (PDF File). Print this form, provide justification for high cost of project, obtain required signatures, scan and upload to PowerClerk.

Incentive Claim

Document Title Who Submits Description Location Submitting
Completed Incentive Claim Form with Signatures. All. This form is intended for use by solar professionals to get the signature of their clients in order to officially request disbursement of the incentive. This form can be retrieved from the Incentive Claim Form page in PowerClerk. Print this form and obtain required signatures. Then proceed to the next page in PowerClerk and electronically attach a scan of the signed form.
PMRS Cost Cap Exemption Documentation (if no eligible PMRS is installed). If no eligible PMRS is installed. Systems greater than 10 kW receiving an EPBB incentive must indicate the PMRS provider on the Incentive Claim Form or submit PMRS Cost Cap Exemption Documentation if no eligible PMRS is installed.

The Cost Cap Exemption Documentation consists of any of the following items that demonstrate PMRS costs exceed the cost cap:

  1. A quote from an eligible PMRS provider indicating the PMRS provider's cost for providing the basic PMRS described in Section 4.1.2 of the MASH Handbook; or
  2. A quote detailing the equipment, installation, maintenance, and five year service costs of any communications equipment and service required for the provision of the PMRS (if such equipment and service does not already exist at the Host Customer premise); or
  3. An invoice or quote detailing the associated metering system costs (if separate from inverter and only if necessary for the provision of the PMRS); or
  4. A letter on the Solar Contractor letterhead showing any additional costs, including labor, materials, overhead and Solar Contractor mark-up, to install and maintain the PMRS.
Scan and upload PDF copy of document to PowerClerk.
Job Training Affidavit. All. Affidavit must be submitted for all applications funded after January 30, 2015 applying under Track 1C and 1D incentives. Applicants may use this Job Training Affidavit (PDF File) or the form can be retrieved from the MASH Handbook. Print and complete this document, scan and upload to PowerClerk.
Proof of Community Outreach (if Job Training Exemption was approved in PPM step). If Applicable. Applicant is required to submit proof of community outreach if received approval of job training exemption in the PPM step. This should be provided by the Host Customer. Scan and upload PDF copy of document to PowerClerk.
Documentation of Virtual Net Metering (VNM) Allocation Form (if changed from PPM step). MASH applications interconnecting under MASH Virtual Net Energy Metering. Provide the solar allocation sheet from the Virtual Net Energy Metering Interconnection Application. The solar allocation sheet indicates how solar energy credit will be allocated among the benefiting accounts within the MASH low-income site.

CSE Applicants - Email Customer Generation Interconnection Services (Netmetering@semprautilities.com) or call the hotline at:
(858) 636-5585.

PGE Applicants - Download Interconnection Application.

SCE Applicants - Email SCE's Interconnection Department Customer.Generation@sce.com.

Scan and upload PDF copy of document to PowerClerk.
High Cost Justification and Acknowledgment Form. For Applicants whose proposed project costs exceed the limitation on installed costs, as defined in Section 3.4.5 of the CSI Handbook. This form provides documentation to the Program Administrator that the particular project requires a special configuration that will drive project costs above the limitation on installed costs. See Section 3.4.5 of the CSI Handbook for more details on limitations on installed costs. High Cost Justification and Acknowledgment Form (PDF File). Print this form, provide justification for high cost of project, obtain required signatures, scan and upload to PowerClerk.
Signed Field Verification Certification Form. For Applicants whose Reservation Request Application was first received on or after 7/1/09. The Solar Contractor must perform a Field Verification prior to submitting the Incentive Claim Form. The Field Verification Certification Form must be signed by the contractor. Signed Field Verification Certification Form. The form must be submitted to the Host Customer and a copy retained by the contractor. The form may be requested by the Program Administrator at any time after an Incentive Claim Form is submitted.