General Project Forms
- Enrollment Application: Form 510A (PDF | Online using DocuSign)
- Payment Request: Form 540PR
- Energy Information Release: Form 500E
- Substitute IRS Form W-9
2019-Code Incentive
Applications and Resources
Whole Building and Path to Net Zero Incentives
- Whole Building and Path to Net Zero Incentive Application: Form 520WB-2019
Whole Building and Path to Net Zero Tools + Resources
- Early Design Assistance Agenda and Report Template
- 2019-Code Technical Guidelines
- Energy Modeling Summary Workbook
- Technical Study Summary
- Monitoring & Reporting Applications Guide
System-Based & Market Solutions
Design Incentives
- Early Design Assistance: Form 520ED-2019
- Early Design Assistance Agenda and Report Template
System-Based Installation + Construction Incentives
- Standard Equipment Incentive Application: Form 520S
- Lighting Calculator for 2019-Code Projects Incentive Application: Form 520LC_2019
- Special Measure Calculation Incentive Application: Form 520SM
- Savings Summary Worksheet
Market Solutions Installation + Construction Incentives
- Restaurant Incentive Application: Form 520RS and Incentive Workbook
- Multifamily Incentive Application: In development
- Data Center Incentive Application: In development
Completion + Post-Occupancy Incentives
- Design Review: Form 520CX-DR
- Functional Testing: Form 520CX-FT
- Professional Engineer Certification: Form 540PE
Tools + Resources
Solar Ready
Solar Ready Incentives
- Solar Ready Incentive Application: Form 520SR
Solar Ready Tools + Resources
2014-Code Incentive
Applications and Resources
Whole Building & Path to Net Zero
Design Incentives
- Early Design Assistance: Form 520ED
- Early Design Assistance Energy Breakdown Template
- Early Design Assistance Agenda and Report Template
- Energy Modeling and Assistance: Form 520EM
- Path to Net Zero Technical Assistance: Form 520TA-PTNZ
Installation + Construction Incentives
- Modeled Savings Incentive Application: Form 520MS
Completion + Post-Occupancy Incentives
- Path to Net Zero Post Occupancy: Form 520PO-PTNZ
- Design Review: Form 520CX-DR
- Functional Testing: Form 520CX-FT
- Professional Engineer Certification: Form 540PE
Tools + Resources
- Technical Guidelines for 2014-code projects
- Energy Analysis Report Template
- Energy Use Index Goal Setting and Planning Worksheet
- Savings Summary Worksheet
- Monitoring & Reporting Applications Guide
System-Based & Market Solutions
Design Incentives
- Early Design Assistance: Form 520ED
- Early Design Assistance Energy Breakdown Template
- Early Design Assistance Agenda and Report Template
System-Based Installation + Construction Incentives
- Standard Equipment Incentive Application: Form 520S
- Lighting Calculator Incentive Application: Form 520LC
- Special Measure Calculation Incentive Application: Form 520SM
Market Solutions Installation + Construction Incentives
- Small Office Incentive Application: Form 520SO and Incentive Workbook
- Restaurant Incentive Application: Form 520RS and Incentive Workbook
- Multifamily Incentive Application: Form 520MF and Incentive Workbook
- Large Multifamily Incentive Application: Form 520LMF and Incentive Workbook
Completion + Post-Occupancy Incentives
- Design Review: Form 520CX-DR
- Functional Testing: Form 520CX-FT
- Professional Engineer Certification: Form 540PE
Tools + Resources
Solar Ready
Solar Ready Incentives
- Solar Ready Incentive Application: Form 520SR
Solar Ready Tools + Resources