Forms + Resources

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

Whole-Building and Path to Net Zero Incentives

Whole-Building and Path to Net Zero Incentive Application:
- 2019 Code: Form 520WB-2019
- 2021 Code: Form 520WB-2021

Whole-Building and Path to Net Zero Tools + Resources

Early Design Assistance Agenda and Report Template
Technical Guidelines:
- 2019-Code Technical Guidelines
- 2021-Code Technical Guidelines – see 2021-Code EMSW (“Technical Guidelines” tab)
Energy Modeling Summary Workbook:
- 2019-Code EMSW
- 2021-Code EMSW
Technical Study Summary:
- Technical Study Summary 2019
- Technical Study Summary 2021 – see 2021-Code EMSW (“Technical Assistance” tab)

System-Based & Market Solutions

Design Incentives

Early Design Assistance: Form 520ED
Early Design Assistance Agenda and Report Template

System-Based Installation + Construction Incentives

Standard Equipment Incentive Application: Form 520S
Lighting Calculator Incentive Application:
- 2019 Code: Form 520LC 2019
- 2021 Code: Form 520LC_2021
Special Measure Calculation Incentive Application: Form 520SM
Savings Summary Worksheet

Market Solutions Installation + Construction Incentives

Multifamily Incentive Application:
- 2019 Code: Form 520MF_2019
- 2021 Code: Form 520MF_2021
Data Center Incentive Application: In development

Completion + Post-Occupancy Incentives

Design Review: Form 520CX-DR
Professional Engineer Certification: Form 540PE

Solar Ready

Solar Ready Incentives

Solar Ready Incentive Application: Form 520SR

Solar Ready Tools + Resources