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

 

Design Incentives

• Early Design Assistance: Form 520ED
  • Early Design Assistance Energy Breakdown Template
  • Early Design Assistance Agenda and Report Template 

• Design and Technical Assistance for Data Centers

 

Installation + Construction Incentives

System-Based Options

• Standard Equipment Incentive Application: Form 520S
• Lighting Calculator Incentive Application: Form 520LC
• Special Measure Calculation Incentive Application: Form 520SM

 

Whole-Building Approaches

• Energy Modeling and Assistance: Form 520EM
• Path to Net Zero Technical Assistance: Form 520TA-PTNZ
• Modeled Savings Incentive Application: Form 520MS
• USGBC LEED Workbook Incentive Application: Form 520L
• Whole-Building Resources:
  • Technical Guidelines
  • Energy Analysis Report Template
  • Savings Summary Worksheet
  • Monitoring & Reporting Applications Guide

 

Market Solutions

• Small Office Incentive Application: Form 520SO and Incentive Workbook
• Restaurant Incentive Application: Form 520RS and Incentive Workbook
• Grocery Incentive Application: Form 520GR and Incentive Workbook
• Primary Schools Incentive Application: Form 520SL and Incentive Workbook
• Multifamily Incentive Application: Form 520MF and Incentive Workbook
• Large Multifamily Incentive Application: Form 520LMF and Incentive Workbook
• Small Retail Incentive Application: Form 520RE and Incentive Workbook
• Data Center Multi-Incentive Application: Form 520DC
  • Data Center Proposed Energy Analysis Plan
  • Data Center Energy Analysis Report

 

Completion + Post-Occupancy Incentives

Full Commissioning

• Design Review: Form 520CX-DR
• Functional Testing: Form 520CX-FT
• Professional Engineer Certification: Form 540PE

 

System Performance

• Design Review: Form 520CX-DR
• Acceptance Testing: Form 520CX-AT
• Professional Engineer Certification: Form 540PE

 

Other

• ENERGY STAR®: Form 520ES

 

Tools & Resources

• Monitoring & Reporting Applications Guide
• Path to Net Zero Post Occupancy: Form 520PO-PTNZ

 

Solar Ready Incentives

• Solar Development Assistance: Form 220SDA
• Solar Ready Incentive Application: Form 520SR
• Solar Ready Commercial Design and Construction Requirements
• Solar Add-on Agenda Template

 

Path to Net Zero Incentives

• Early Design Assistance: Form 520ED
• Technical Assistance: Form 520TA-PTNZ
• Post Occupancy: Form 520PO-PTNZ
• Energy Use Index Goal-Setting and Planning Worksheet
• Path to Net Zero Early Design Meeting Agenda and Report Template