Post on 06-Dec-2014
description
!"#$%&'($")*&#"')+($,$",$-.!"#$%"&'()*"++&,-"(-."/0)-"1#"(&23&2454&
3
**+,&-.$/.'0#
!"#$%&'($")*&#"')+($,$",$-.
*&#"')@",.')A.",$(2)B'&2'";
63#,$%";$#5)C%%&':"4#.)*&#"')A&30$(2)B'&2'";
7"DEFD.;8,)!30,&;.')+(9.(,$-.)B'&2'";
!#."()/.=$9#.)G.4",.)B'&H.9,
*.#%EI.(.'",$&()+(9.(,$-.)B'&2'";
2
!"#"$%&'%(&)"##"$%
/$0$&(1
!'.",$(2)")030,"$("4#.).(.'25)%3,3'.
6$00$&(1
7&)%&0,.')834#$9)8&#$9$.0)"(:)8'&-$:.
8'&2'";0<)0.'-$9.0<)$(%&';",$&()"(:
%&'3;0),=",)%"9$#$,",.),=.)":&8,$&()&%
9#."(<)'.#$"4#.<)'.(.>"4#.<)030,"$("4#.)"(:
.%%$9$.(,).(.'25),.9=(&#&2$.0)"(:)8'"9,$9.0?
4
**+,&+1.2"31#
7.9=($9"#)C00$0,"(9.
7&&#)J.(:$(2)"(:)G.0&3'9.)J$4'"'5
FD8"(:.:)K$08#"5)*8"9.
@&'L0=&80)"(:)F-.(,0
/.(:&')K","4"0.
F(.'25)C:-$0&'5)*.'-$9.0
6
4/1%('G.0.'-",$&()G.M3.0,)G.M3$'.;.(,0)E G.0$:.(,$"#
G.0.'-",$&()G.M3.0,)G.M3$'.;.(,0) N&(EG.0$:.(,$"#
B'&&%)&%)6$#.0,&(.) N&(EG.0$:.(,$"#
G.0$:.(,$"#)G.0.'-",$&()G.M3.0,)O&';)PGGOQ)B'&9.00)30$(2)B&>.'!#.'L)
+(9.(,$-.)!#"$;)G.M3$'.;.(,0)E G.0$:.(,$"#
+(9.(,$-.)!#"$;)G.M3$'.;.(,0) N&(EG.0$:.(,$"#
+(9.(,$-.)!#"$;)O&';)P+!OQ)B'&9.00)30$(2)B&>.'!#.'L
+(08.9,$&()B'&,&9&#
B'&8&0.:)!="(2.0),&)!*+)A"(:4&&L
RSC
7
-$51.*61.7&'%(&896$'(#
*,'.";#$(.0)"88#$9",$&()8'&9.00)%&')"88#$9"(,0)"(:)B'&2'";)C:;$($0,'",&'0?C##&>0)"88#$9"(,0),&)-$.>)"88#$9",$&()0,",30) $()'."#),$;.TU(.)0,&8)0=&8)%&')"88#$9",$&()034;$,,"#0)%&')"##),='..)B'&2'";)C:;$($0,'",&'0?C##&>0)BC0),&)=.#8)%"9$#$,",.)"88#$9",$&()8'&9.00)%&')(.>)30.'0)&')"88#$9"(,0)>=&)="-.)M3.0,$&(0)"0),=.5)9&;8#.,.)%&';0?)
8
:1.0"%$6$/;*+<=&*'6">$.%"'&+$6'.&<%"?"'?"21&@0'"%&#$6'.&.1A'?1&9.$/.'0B
C+D-=&C15&+$6'.&D$01#&-'.?%1.#E"9&@9.$/.'0&>$.&%15&E$01#B&
*-8*=&*'6">$.%"'&-FA6"3&8?"6"?"1#&*$00"##"$%&@#1?#&9$6"3;B
*,*=&*'6">$.%"'&,%1./;&*$00"##"$%&@.'?1#&9.$(F3?#B
G*=&G".13?&*F..1%?&@9.$(F31(&A;&#$6'.&9'%16#B
4*=&46?1.%'?"%/&*F..1%?&@F#1(&"%&?E1&E$01B
H'??=&I'#"3&F%"?&$>&9$51.&@1%1./;B
J"6$5'??=&K%1&?E$F#'%(&5'??#&@0$#?&3$00$%&01'#F.101%?B
J"6$5'??LD$F.= 8%"?&$>&5$.7=&9$51.&F#1(&$21.&?"01&@A'#"3&F%"?&$>&1613?."3'6&F#'/1&A"66"%/B
,>>"3"1%3;=&)1'#F.1&$>&E$5&0F3E&$>&?E1&#F%6"/E?&"#&3$%21.?1(&?$&1613?."3"?;&@MB
*'9'3"?;=&:$?'6&'0$F%?&$>&9$51.&?E'?&'&#;#?10&9.$(F31#
!*+)G.0$:.(,$"#)G.4",.)B'&9.00!"#$%&"'()*+$,"-./(0*&(!"/"&12.%*-(!"#$"/.(3445%+2.%*-/
10
N1OF".1(&*+<&G$3F01%?#&>$.&+?19&P&N1#1.2'?"$%&N1OF1#?#
V? G.0$:.(,$"#)G.M3.0,)O&';)PGGOQW? F(.'25)F%%$9$.(95)PFFQ)C3:$,)G.8&',X? F(.'25)F%%$9$.(95)K$09#&03'.)O&';Y? B'$(,&3,)&%)FBZZ)!"#93#",&'[? +(0,"##",$&()"(:)B3'9="0.)!&(,'"9,\? J.,,.')&%)C3,=&'$]",$&()PJUCQ
All forms can be found at
11
N1OF".1(&*+<&G$3F01%?#&>$.&+?19&P&N1#1.2'?"$%&N1OF1#?#
V? G.0$:.(,$"#)G.M3.0,)O&';)PGGOQW? F(.'25)F%%$9$.(95)PFFQ)C3:$,)G.8&',X? F(.'25)F%%$9$.(95)K$09#&03'.)O&';Y? B'$(,&3,)&%)FBZZ)!"#93#",&'[? +(0,"##",$&()"(:)B3'9="0.)!&(,'"9,\? J.,,.')&%)C3,=&'$]",$&()PJUCQ
All forms can be found at
12
N1#"(1%?"'6&N1OF1#?&Q$.0&@NNQBE??9#=RR3#"S9$51.361.7S3$0R
13
@=.()"88#5$(2)&(#$(.)$()B&>.'!#.'L)5&3)9"()="-.),=.)=&0,)930,&;.')0$2(),=$0)8"2.)$(0,.":)&%)G.0.'-",$&()G.M3.0,)O&';
I&),&)>>>?.(.'259.(,.'?&'2^"88#5
NNQ&+"/%'?F.1&-'/1
O$##)&3,),=.)%&';<)8'$(,<)2$-.)$,),&),=.)=&0,)930,&;.'),&)0$2(<),=.()38#&":),&)B&>.'!#.'L)>=.(),=.)GGO)$0)9&;8#.,.
14
N1OF".1(&*+<&G$3F01%?#&>$.&+?19&P&N1#1.2'?"$%&N1OF1#?#
V? G.0$:.(,$"#)G.M3.0,)O&';)PGGOQW? F(.'25)F%%$9$.(95)PFFQ)C3:$,)G.8&',X? F(.'25)F%%$9$.(95)K$09#&03'.)O&';Y? B'$(,&3,)&%)FBZZ)!"#93#",&')[? +(0,"##",$&()"(:)B3'9="0.)!&(,'"9,\? J.,,.')&%)C3,=&'$]",$&()PJUCQ
All forms can be found at
15
,%1./;&,>>"3"1%3;&4F("?E??9=RR1%1./;'F("?L#(/1S#109.'S3$0R
O$'0,)#$(L)"%,.')I&&2#$(2
_0.)F(.'25)@"-.0)K","),&)8'&-$:.)"993'",.)$(%&';",$&()%&'),=.)F(.'25)F%%$9$.(95)C3:$,)'.8&',
6"L.)03'.),=.)$0)8'$(,.:)&(),=.)F(.'25)
F%%$9$.(95)C3:$,)G.8&',
16
,%1./;&H'21#&E??9#=RR1%1./;5'21S#(/1S3$0
O$'0,)#$(L)"%,.')I&&2#$(2)
EE 5&3)>$##)(..:)5&3')*KIF)"99&3(,)`<);.,.')`<)4$##$(2)]$8)9&:.<)"(:).;"$#)"::'.00
@=.()5&3)'.9.$-.),=.).;"$#<)
"99&3(,)(3;4.')"(:)8"00>&':)%'&;).;"$#
17
F(.'25)@"-.0)9"()4.)30.:),&)-$.>)38),&)Va);&(,=0)&%)9="'2.0)"(:)L@=)30.:?)
+,)9"()"#0&).D8&',).D9.#)%$#.0)%&')'.8&',0
,%1./;&H'21#&E??9#=RR1%1./;5'21S#(/1S3$0
18
N1OF".1(&*+<&G$3F01%?#&>$.&+?19&P&N1#1.2'?"$%&N1OF1#?#
V? G.0$:.(,$"#)G.M3.0,)O&';)PGGOQW? F(.'25)F%%$9$.(95)PFFQ)C3:$,)G.8&',X? F(.'25)F%%$9$.(95)K$09#&03'.)O&';Y? B'$(,&3,)&%)FBZZ)!"#93#",&'[? +(0,"##",$&()"(:)B3'9="0.)!&(,'"9,\? J.,,.')&%)C3,=&'$]",$&()PJUCQ
All forms can be found at
19
,%1./;&,>>"3"1%3;&@,,B&G"#36$#F.1&Q$.0
I;&#"/%"%/&?E1&($3F01%?&?E1&D$#?&*F#?$01.&*$%>".0#=
:E1".&E"#?$."3'6&1%1./;&F#'/1
J%$561(/1&$>&.1A'?1#R&"%31%?"21#&'2'"6'A61&?$&$>>#1?&1%1./;&1>>"3"1%3;&@,,B&3$#?#
4/.1101%?&?$&3$%(F3?&'%&,%1./;&,>>"3"1%3;&4F("?&'%(&6"#?#&'%;&,,&01'#F.1#&"%#?'661(
<%36F(1&"%"?"'6#&"%&121.;&A$T&'%(&#"/%&?E1&A$??$0&
20
N1OF".1(&*+<&G$3F01%?#&>$.&+?19&P&N1#1.2'?"$%&N1OF1#?#
V? G.0$:.(,$"#)G.M3.0,)O&';)PGGOQW? F(.'25)F%%$9$.(95)PFFQ)C3:$,)G.8&',X? F(.'25)F%%$9$.(95)K$09#&03'.)O&';Y? B'$(,&3,)&%)FBZZ)!"#93#",&')[? +(0,"##",$&()"(:)B3'9="0.)!&(,'"9,\? J.,,.')&%)C3,=&'$]",$&()PJUCQ
All forms can be found at
21
,-II&*'63F6'?$.E??9=RR555S3#"L19AAS3$0R
:E1.1&'.1&?5$&21.#"$%#&$>&?E1&,-II&3'63F6'?$.=
7=.)*F..1%?&*'63F6'?$.&$0)%&')8'&H.9,0)034;$,,.:)&()&')"%,.')b3#5)V0,<)Wccd
7=.)4.3E"21(&*'63F6'?$.&$0)%&')8'&H.9,0)034;$,,.:)8'$&'),&)b3#5)V0,<)Wccd?
22
7=.)FBZZ)$0),=.)08.9$"#$].:),&&#)>.)30.),&)9"#93#",.),=.)!*+)$(9.(,$-.?
?"6?U&'V"0F?EU&#E'("%/&'%(&0$F%?"%/&01?E$( "0)"993'",.)"0)8&00$4#.?)
+%),=.)0&#"')8'&H.9,)$0)9=&0.()%&')$(08.9,$&()"(:),=.'.)"'.).''&'0)$(),=.)FBZZ<)$,)9"()"%%.9,),=.)$(9.(,$-.)'.4",.?
,-II&*'63F6'?$.E??9=RR555S3#"L19AAS3$0R
23
+%)5&3')050,.;)0$,.):&.0)(&,)="-.);$($;"#)0=":$(2<)'.9&':),=.)0=":$(2)"("#50$0)%&')."9=);&(,=)P8'&-$:.:)45)*&#;.,'$9)*3(F5.)&')*&#"')B",=%$(:.'Q
,-II&*'63F6'?$.E??9=RR555S3#"L19AAS3$0R
24
N1OF".1(&*+<&G$3F01%?#&>$.&+?19&P&N1#1.2'?"$%&N1OF1#?#
V? G.0$:.(,$"#)G.M3.0,)O&';)PGGOQW? F(.'25)F%%$9$.(95)PFFQ)C3:$,)G.8&',X? F(.'25)F%%$9$.(95)K$09#&03'.)O&';Y? B'$(,&3,)&%)FBZZ)!"#93#",&'[? +(0,"##",$&()"(:)B3'9="0.)!&(,'"9,\? J.,,.')&%)C3,=&'$]",$&()PJUCQ
All forms can be found at
25
<%#?'66'?"$%&'%(&-F.3E'#1&*$%?.'3?
6"31%#1&%F0A1. >$.&?E1&3$09'%;&"%#?'66"%/&?E1&#;#?10
<%#?'661.#&0F#?&E'21&'&2'6"(&4U&IU&*LPW&$.&*L
4&#"/%1(U&61/'66;&A"%("%/&'/.1101%?&A1?511%&?E1&'99.$9."'?1&9'.?"1#=&+F996"1.R+$6'.&*$%?.'3?$.U&D$#?&*F#?$01.U&4996"3'%?&'%(R$.&+;#?10&K5%1.@">&+;#?10&K5%1.&"#&(">>1.1%?&?E'%&E$#?&3F#?$01.BS
+"?1&'((.1##&$>&?E1&#;#?10&"%#?'66'?"$%
-."%?1(&%'01#&'%(&#"/%'?F.1#
?E1&#;#?10
:E1&"%#?'66'?"$%&3$%?.'3?&>$.&?E1&9F.3E'#1&$>&'&#;#?10&$.&#;#?10&1OF"901%?&0F#?&"%36F(1&?E1&>$66$5"%/&3$%?.'3?F'6&"%>$.0'?"$%=
26
<%#?'66'?"$%&'%(&-F.3E'#1&*$%?.'3?
4&361'.&(1#3."9?"$%&$>&?E1&OF'%?"?;U&0'71&'%(&0$(16&%F0A1.&$>&?E1&-!&0$(F61#U&"%21.?1.#U&'%(&#;#?10&91.>$.0'%31&01?1.# @'#&#E$5%&$%&?E1&*'6">$.%"'&,%1./;&*$00"##"$%&6"#?#&$>&16"/"A61&1OF"901%?B&
:E1&?$?'6&9F.3E'#1&9."31&$>&?E1&#;#?10&"%#?'66'?"$%&A1>$.1&'996;"%/&?E1&"%31%?"21&"%36F("%/&9';01%?&?1.0#&@9';01%?&('?1#&'%(&($66'.&'0$F%?#B&'%(&5'..'%?;&"%>$.0'?"$%
G1#3."9?"$%&$>&?E1&5$.7&?$&A1&91.>$.01(&5"?E&1#?"0'?1(&"%#?'66'?"$%&('?1#
-."%?1(&%'01#&'%(&#"/%'?F.1#&$>&?E1&9F.3E'#1.&'%(&1OF"901%?ٽ.R3$%?.'3?$.&@$.&'F?E$."V1(&.19.1#1%?'?"21B
:E1&1T13F?1(&9F.3E'#1&'%(R$.&"%#?'66'?"$%&'/.1101%?#&0F#?&A1&"%?1.%'66;&3$%#"#?1%? 5"?E&?E1&N1#1.2'?"$%&N1OF1#?&Q$.0
:E1&"%#?'66'?"$%&3$%?.'3?&>$.&?E1&9F.3E'#1&$>&'&#;#?10&$.&#;#?10&1OF"901%?&0F#?&"%36F(1&?E1&>$66$5"%/&#;#?10&"%>$.0'?"$%=
27
N1OF".1(&*+<&G$3F01%?#&>$.&+?19&P&N1#1.2'?"$%&N1OF1#?#
V? G.0$:.(,$"#)G.M3.0,)O&';)PGGOQW? F(.'25)F%%$9$.(95)PFFQ)C3:$,)G.8&',X? F(.'25)F%%$9$.(95)K$09#&03'.)O&';Y? B'$(,&3,)&%)FBZZ)!"#93#",&'[? +(0,"##",$&()"(:)B3'9="0.)!&(,'"9,\? J.,,.')&%)C3,=&'$]",$&()PJUCQ
All forms can be found at
28
:E1&XK4&"#&.1OF".1(&$%6;&A;&**+,&?$&3$%>".0&?E'?&E$#?&3F#?$01.#&'.1&+GY,&F?"6"?;&3F#?$01.#
X1??1.&$>&4F?E$."V'?"$%&
29
N1010A1.U&?E1.1&"#&$6)%7"( ;166$5&A$T&$%&?E1
$%(&9'/1Z
C11(&?$&E'21&#"/%'?F.1#&'%(&"%"?"'6#&"%&$88 "%&;166$5&A$T1#S
X1??1.&$>&4F?E$."V'?"$%&3$%?"%F1(&
30
,613?."3'6&+;#?10&+"V"%/&G$3F01%?'?"$%
+%),=.)$(0,"##.:)0&#"')050,.;)2.(.'",.0);&'.).(.'25),="(),=.)=$0,&'$9"#)30"2.)",),=.)8'&H.9,)0$,.<)")#&":)H30,$%$9",$&()&%),=.)050,.;)$0)'.M3$'.:?
+%),=$0)&993'0<)8#."0.)9&(,"9,)")!!*F)050,.;)":;$($0,'",&')",))))))))Pe[eQ)WYYEVVaa
31
N1OF".1(&*+<&G$3F01%?#&>$.&+?19&P&N1#1.2'?"$%&N1OF1#?#
V? G.0$:.(,$"#)G.M3.0,)O&';)PGGOQW? F(.'25)F%%$9$.(95)PFFQ)C3:$,)G.8&',X? F(.'25)F%%$9$.(95)K$09#&03'.)O&';Y? B'$(,&3,)&%)FBZZ)!"#93#",&')[? +(0,"##",$&()"(:)B3'9="0.)!&(,'"9,\? J.,,.')&%)C3,=&'$]",$&()PJUCQ
All forms can be found at
CSI Non-Residential Rebate ProcessRequired Documents for Non-Res Applications
33
PS *$0961?1(&N1#1.2'?"$%&N1OF1#?&Q$.0&@NNQB&5"?E&+"/%'?F.1#
[S X1??1.&$>&4F?E$."V'?"$%&@XK4B
\S G$3F01%?'?"$%&$>&'%&,%1./;&,>>"3"1%3;&4F("?&$.&-.$$>&$>&P]M&'A$21&:"?61&[^&+?'%('.(# P7$,#.)WY);"(:",&'5)%&')(&(E'.0)(.>)9&(0,'39,$&(Q
^S -."%?$F?&$>&,-II&:$$6&*'63F6'?"$%&P>>>?90$E.844?9&;Q)
]S *$9;&$>&'&#"/%1(&,%1./;&,>>"3"1%3;&G"#36$#F.1&4/.1101%?
_S 4996"3'?"$%&Q11&P8'&H.9,0)#"'2.'),="()VcL@Q
!.',$%$9",$&()&%),"DE.D.;8,)0,",30)PI&-.'(;.(,)S)N&(8'&%$,)&(#5Q
F#.9,'$9"#)*50,.;)*$]$(2)K&93;.(,",$&()P(.>)S).D8"(:.:)#&":)&(#5Q
!&85)&%)N.>)!&(0,'39,$&()Z3$#:$(2)B.';$,)P(&(E'.0$:.(,$"#)(.>)9&(0,'39,$&()&(#5Q
Z3$#:$(2)*$,.)B#"()P(&(E'.0$:.(,$"#)(.>)9&(0,'39,$&()&(#5Q
!&85)&%)")0$2(.:)!&;;$,;.(,)C2'..;.(,))P&(#5)FBZZ).D$0,$(2)9&;;.'9$"#)43$#:$(20)#"'2.'),="()Vcc<ccc0M)%,)S)Z.(9=;"'L)09&'.)#.00),="()a[Q
N1OF".1(&*+<&G$3F01%?#&>$.&N1#1.2'?"$%&N1OF1#?#
34
,%1./;&,>>"3"1%3;&4F("?
_0.)F(.'25)@"-.0)K","),&)8'&-$:.)"993'",.)$(%&';",$&()%&'),=.)F(.'25)F%%$9$.(95)C3:$,)'.8&',
35
C$%LN1#"(1%?"'6&,%1./;&,>>"3"1%3;&@,,BG"#36$#F.1&4/.1101%?
U(),=.)FF)K$09#&03'.)C2'..;.(,<),=.)A&0,)!30,&;.')9&(%$';0)"99.00),&)=$0,&'$9"#)30"2.<)L(&>#.:2.)&%)'.4",.0)^)$(9.(,$-.0)"-"$#"4#.),&)&%%0.,).(.'25).%%$9$.(95)9&0,0<)"2'..0),&)9&(:39,)"().(.'25).%%$9$.(95)"3:$,)"(:)#$0,0)"(5)FF);."03'.)$(0,"##.:?
36
C$%&N1#"(1%?"'6&,%1./;&,>>"3"1%3;&*$00"?01%?&4/.1101%?7=.)F(.'25)F%%$9$.(95)!&;;$,;.(,)C2'..;.(,)$0)&(#5)'.M3$'.:)$%1)
Z3$#:$(2)0$].)$0)2'.",.'),="()Vcc<ccc)0M?%,?)CNK
'.9.$-.0)"()FBZZ)$(9.(,$-.)CNK
'.9.$-.0)")4.(9=;"'L))09&'.)&%)#.00),="()a[?
37
*,"(:"':$].:)";&3(,)4"0.:)&()050,.;)0$].
4996"3'?"$%&Q11
38
4996"3'?"$%&Q11
*34;$,)C88#$9",$&()O..)5"?E&N1#1.2'?"$%&N1OF1#??
7=.)A&0,)!30,&;.')>$##)="-.)\W&(';#&,&)034;$,)8"5;.(,)%&'),=.)"88#$9",$&()%..)$()&':.'),&)"9,$-",.),=.)G.0.'-",$&()G.M3.0,?
B'&2'";)C:;$($0,'",&'0)5"66&'3319?&9';01%?#&>.$0&1"?E1.&?E1&4996"3'%?&$.&'&?E".(&9'.?;&&()4.="#%)&%),=.)A&0,)!30,&;.')%&')")8"',$93#"')8'&H.9,f)=&>.-.'<)'&.1?F.%1(&'996"3'?"$%&>11&#E'66&$%6;&A1&9'"(&?$&?E1&D$#?&*F#?$01.?
+%)8'&H.9,)$0)>$,=:'">()&')9"(9.##.:)'%;&?"01&9."$.&?$&?E1&3$0961?"$%&$>&?E1&<%31%?"21&*6'"0U&'996"3'?"$%&>11&"#&>$.>1"?1(?
B'&2'";)C:;$($0,'",&'0)>$##)&(#5)"99.8,)"88#$9",$&()%..0)$(),=.)%&';)&%)")9=.9L?
39
-.$$>&$>&:'TL,T109?&+?'?F#
!"()4.)034;$,,.:)45).$,=.'),=.1
PS *QK&&$>&$./'%"V'?"$%&@$.&1OF"2'61%?B
[S <N+
!*+)+(9.(,$-.)!#"$;)B'&9.00!"/%'"-.%25
54
N1OF".1(&G$3F01%?#&>$.&<%31%?"21&*6'"0V? !&;8#.,.)+(9.(,$-.)!#"$;)O&';)>$,=)*$2(",3'.0
W? O$.#:)/.'$%$9",$&()!.',$%$9",$&()O&';
X? !&85)&%)FD.93,.:)B.'%&';"(9.)6&($,&'$(2)"(:)G.8&',$(2)*.'-$9.)PB6G*Q)!&(,'"9,)&')B6G*)!&0,)!"8)FD.;8,$&()K&93;.(,",$&(
Y? G.-$0.:)FBZZ)!"#93#",$&()B'$(,&3,)P$%)"88#$9"4#.Q
[? !&85)&%)FD.93,.:)BKB)!&(,'"9,)PBZ+)&(#5Q
All forms can be found at
55
PS&<%31%?"21&*6'"0&Q$.0
_0.)B&>.'!#.'L)
O&##&>)B&>.'!#.'L)$(0,'39,$&(0),&)%$##)$()%&';+(9#3:.)9&0,)4'."L:&>()%&')$(-.',.'^0<);&:3#.0<)8.';$,,$(2)%..0<)"(:)050,.;)4"#"(9.T
*$2(",3'.0B'$(,).(,$'.)+!O)%&'),=.)=&0,)930,&;.')"(:)="-.),=.;)$($,$"#<))0$2(<)"(:):",.)&()8"2.)[
56
N1OF".1(&G$3F01%?#&>$.&<%31%?"21&*6'"0V? !&;8#.,.)+(9.(,$-.)!#"$;)O&';)>$,=)*$2(",3'.0
W? O$.#:)/.'$%$9",$&()!.',$%$9",$&()O&';
X? !&85)&%)FD.93,.:)B.'%&';"(9.)6&($,&'$(2)"(:)G.8&',$(2)*.'-$9.)PB6G*Q)!&(,'"9,)&')B6G*)!&0,)!"8)FD.;8,$&()K&93;.(,",$&(
Y? G.-$0.:)FBZZ)!"#93#",$&()B'$(,&3,)P$%)"88#$9"4#.Q
[? !&85)&%)FD.93,.:)BKB)!&(,'"9,)PBZ+)&(#5Q
All forms can be found at
57
[S&Q"16(&!1.">"3'?"$%&*1.?">"3'?"$%&Q$.0
O$##)$()9=.9L#$0,)VEX
B'$;"'5)6.,=&:1)*$(2#.)&');3#,$8#.)0,'$(2)"''"50
G.%.'),&).D8#"(",$&()&()4&,,&;)&%)%&';
*.9&(:"'5)6.,=&:163#,$8#.)0,'$(2)"''"50
G.%.'),&)NCZ!FB)%&'),.0,$(2)23$:.#$(.0
*$2()"(:):",.)
58
-."0'.;&)1?E$(
B.'9.(,"2.)'",.1)Yaj
63#,$8#5)!F!E
C9,3"#)$(-.',.')&3,83,)(..:0),&)4.)=$2=.'),="(),=",1)W[cc>)k)V[de>
59
N1OF".1(&G$3F01%?#&>$.&<%31%?"21&*6'"0V? !&;8#.,.)+(9.(,$-.)!#"$;)O&';)>$,=)*$2(",3'.0
W? O$.#:)/.'$%$9",$&()!.',$%$9",$&()O&';
X? !&85)&%)FD.93,.:)B.'%&';"(9.)6&($,&'$(2)"(:)G.8&',$(2)*.'-$9.)PB6G*Q)!&(,'"9,)&')B6G*)!&0,)!"8)FD.;8,$&()K&93;.(,",$&(
Y? G.-$0.:)FBZZ)!"#93#",$&()B'$(,&3,)P$%)"88#$9"4#.Q
[? !&85)&%)FD.93,.:)BKB)!&(,'"9,)PBZ+)&(#5Q
All forms can be found at
60
\S&-1.>$.0'%31&)$%"?$."%/&'%(&N19$.?"%/&+;#?10&@-)N+BO$(:).#$2$4#.)B6G*)8'&-$:.'0)",)=,,81^^2&0&#"'9"#$%&'($"?9"?2&-^.M3$8;.(,^;&($,&'0l'08?=,;#
@=&)$0)FD.;8,)%'&;),=.)B6G*g
FBZZ)8'&H.9,0)&(#5
!&0,)&%),=.)B6G*)$0);&'.),="()Vj)&%),&,"#)8'&H.9,)9&0,0
FD";8#.1)B6G*)9&0,1)mVccc 7&,"#)050,.;)9&0,1)mYc<ccc
Vj)&%)mYc<ccc)n)mYcc B6G*)9&0,)PmVcccQ)k)mYcc
61
\S&,T109?"$%&G$3F01%?'?"$%
+%)5&3)"'.).D.;8,<)8#."0.)8'&-$:.1
+(-&$9.)&')M3&,.)%'&;)"().#$2$4#.)B6G*)8'&-$:.'):.,"$#$(2)9&0,)&%).M3$8;.(,<)$(0,"##",$&(<);"$(,.("(9.<)"(:)B6G*)0.'-$9.?
G.%.'),&)!*+)A"(:4&&L)*.9,$&()Y?VV?X?X)%&');&'.)>"50),&)'.9.$-.)")B6G*).D.;8,$&(
62
N1OF".1(&G$3F01%?#&>$.&<%31%?"21&*6'"0V? !&;8#.,.)+(9.(,$-.)!#"$;)O&';)>$,=)*$2(",3'.0
W? O$.#:)/.'$%$9",$&()!.',$%$9",$&()O&';
X? !&85)&%)FD.93,.:)B.'%&';"(9.)6&($,&'$(2)"(:)G.8&',$(2)*.'-$9.)PB6G*Q)!&(,'"9,)&')B6G*)!&0,)!"8)FD.;8,$&()K&93;.(,",$&(
Y? G.-$0.:)FBZZ)!"#93#",$&()B'$(,&3,)P$%)"88#$9"4#.Q
[? !&85)&%)FD.93,.:)BKB)!&(,'"9,)PBZ+)&(#5Q
All forms can be found at
63
^S&N12"#1(&,-II&@">&'996"3'A61B*34;$,)'.-$0.:)FBZZ)$%1
*50,.;)9&;8&(.(,0)="-.)9="(2.:
!="(2.:)"]$;3,=)"(:),$#,
*=":$(2)$003.0
!="(2.:);&:3#.)B.'%&';"(9.)7.0,)!&(:$,$&()PB7!Q)'",$(2
7=.):$%%.'.(9.)$()050,.;)0$].)>$##)4.)8"$:)&3,)",),=.)93''.(,)$(9.(,$-.)'",.?
64
^SPS&,T'0961&$>&'&6'./1.&#;#?10
G.0.'-",$&()>"0)9&(%$';.:)%&'))\?XXd)L@)",)mV?[[^>
*50,.;)0$].)$(9'."0.:),&)\?\Wd)L@
\?XXd)L@)"'.)8"$:)&3,)",)mV?[[^>))"(:)c?Wdc)L@)"'.)8"$:)&3,)",)mc?\[^>
65
N1OF".1(&G$3F01%?#&>$.&<%31%?"21&*6'"0V? !&;8#.,.)+(9.(,$-.)!#"$;)O&';)>$,=)*$2(",3'.0
W? O$.#:)/.'$%$9",$&()!.',$%$9",$&()O&';
X? !&85)&%)FD.93,.:)B.'%&';"(9.)6&($,&'$(2)"(:)G.8&',$(2)*.'-$9.)PB6G*Q)!&(,'"9,)&')B6G*)!&0,)!"8)FD.;8,$&()K&93;.(,",$&(
Y? G.-$0.:)FBZZ)!"#93#",$&()B'$(,&3,)P$%)"88#$9"4#.Q
[? !&85)&%)FD.93,.:)BKB)!&(,'"9,)PBZ+)&(#5Q
All forms can be found at
66
]S&*$9;&$>&,T13F?1(&-G-&*$%?.'3?&@-I<&K%6;BBKB)n)B.'%&';"(9.)K",")B'&-$:.'07>&)%&';0)&%).D.93,.:)9&(,'"9,)%&')")BKB)"'.)"99.8,.:1
C)#.,,.')%'&;),=.)BKB)0,",$(2),=.)A&0,)!30,&;.')="0)83'9="0.:)$,0)0.'-$9.C()$(-&$9.)%'&;),=.)*&#"')!&(,'"9,&')9#."'#5)0=&>$(2),=.)BKB)$(%&';",$&(
*34;$,)9&(,'"9,)$(9#3:$(21N";.)&%)BKB
B'&:39,)&')0.'-$9.)83'9="0.:
7.';0)&%)"2'..;.(,
C::'.00)&%)050,.;)0$,.
G.%.'),&)!*+)="(:4&&L)0.9,$&()Y?VV?X?Y
CSI Incentive Claim ProcessNon-Residential
68
N1OF".1(&G$3F01%?#&>$.&<%31%?"21&*6'"01. Complete Incentive Claim Form with Signatures
2. Copy of Executed Performance Monitoring and Reporting Service (PMRS) Contract or PMRS Cost Cap Exemption Documentation
3. Field Verification Certification Form
4. Revised EPBB Calculation Printout (if applicable)
5. Copy of Executed PDP Contract (PBI only)
6. Copy of Retro-commissioning Report ( EPBB Existing Commercial buildings greater than 100,000 sq ft and Benchmarking <75)
69
*$9;&$>&,T13F?1(&-G-&*$%?.'3?&@-I<&$%6;B:E1&G">>1.1%31&I1?511%&'&-)N+&'%(&-G-
-1.>$.0'%31&)$%"?$."%/&'%(&N19$.?"%/&+1.2"31&@-)N+B&
6"&1%+"(0&*,(2(4&*1%'"&(.72.(255*8/(.7"(/9/.",(*8-"&(.*(,*-%.*&(2-'("125$2."(.7"(4"&0*&,2-+"(*0(.7"%&(/*52&(/9/.",:($/$2559(.7&*$;7(2(8"</%."
-1.>$.0'%31&G'?'&-.$2"(1.&@-G-B
6"&1%+"(4&*1%'"&(.72.(,*-%.*&/(2-'(&"4*&./(.7"("-"&;9(4&*'$+.%*-('2.2(*0(.7"(/*52&(/9/.",(.*(.7"(=&*;&2,(3',%-%/.&2.*&>(?7%/('2.2(/"&1"/(2/(.7"(<2/%/(0*&(.7"(,*-.759(=@A(429,"-./>(BC29(*&(,29(-*.(<"(.7"(/2,"("-.%.9(2/(.7"(=C!6(4&*1%'"&D
70
*$9;&$>&N1?.$L3$00"##"$%"%/&N19$.?
The Retro-commissioning Report is to be submitted with the Incentive Claim Form only if the project:
building size is greater than 100,000 sq.ft. receives an EPBB incentive receives a benchmark score < 75
For more information on Benchmarking:https://www.energystar.gov/istar/pmpam/
+(08.9,$&()B'&,&9&#
73
Inspection Tolerances
Tilt = +/- 3 degreesAzimuth = +/- 5 degreesSummer Shading (May-Oct) = +/-5%
Example: June = 93% on the EPBB submitted on the ICF. If we inspect and find 88-98%, there is no issue.
74
Infractions and Failures
*Check Incentive Dollar Amount on submitted EPBB vs. Incentive Dollar Amount on inspection EPBB.
InfractionDifference between 5-10% of dollar amount.
FailureDifference more than 10%3 infractions
75
PenaltiesLow Volume Installers (<200 installations applied for in a year)
Two failed inspections in one year = probation and 100% project inspection for one year.
One additional failure (3 total) during probationary period will disqualify you from participating in the CSI Program for one year.
High Volume Installers (>200 installations applied for in a year)Three failed inspections in one year = probation and 100% project
inspection for one year.Two additional failures (5 total) during probationary period will disqualify
you from participating in the CSI Program for on year.
76
Inspection Result Scenarios
Results are within set tolerancesResults are outside of set tolerances but within 5% of incentive amountResults are outside of set tolerances with more than a 5% incentive amount differenceEquipment is differentIncentive difference more than 10%
77
Inspection Protocol #1
Inspection results PA Action Applicant
Results within setTolerance:
Tilt ±3°, Azimuth ±5°,Shading ±5% ofSummer shading
Equipment matches
Accepts the submitted EPBBCalculator and pays project asnormal
No ActionNecessary
Results are within set tolerances
78
Inspection Protocol #2
Inspection results PA Action Applicant Action Failure
Results outside set tolerance, but within 5% of submitted incentive.
*Equipment matches
Recalculate Incentive based on inspected EPBB calculator results. Notify Applicant of the new incentive amount.
Applicant accepts the incentive amount change or disputes with PA for resolution
No
Results are outside of set tolerances but within 5% of incentive amount
79
Field Inspection Report
Based on InspectionOriginal EPBB
5% of $3,425 = $171Difference = $15
80
Inspection Protocol #3
Inspection results PA Action Applicant Action Infraction
Results outside set tolerance and not within 5% of submitted Incentive.
*Equipment matches
Recalculate Incentive. Notify Applicant of a new incentive amount and issue failure.
Applicant accepts the incentive amount change or disputes with PA for results
Yes
Results outside set tolerance and NOT within 5 % of submitted incentive amount.
81
Field Inspection Report
Original EPBB submitted with ICF Based on Inspection
5% of $3,448 = $172Difference = $238
82
Inspection Protocol #4
Inspection results PA Action Applicant Action Failure
Results show that the equipment differs than submitted EPBB, but within 5% of submitted incentive.
Recalculate Incentive. Notify Applicant of new incentive amount change.
Applicant accepts the incentive amount change or disputes with PA for resolution
No
Equipment differs but within 5% of submitted incentive.
83
Original EPBB Based on Inspection
Equipment differs but within 5% of submitted incentive5% of $442,727 = $22,136
Difference = $21,990
84
Inspection Protocol #5
Inspection results PA Action Applicant Failure
Results outside set tolerance, and outside 10% of submitted incentive.
Recalculate incentive base on inspected EPBB calculator results. Notify
Applicant of new incentive amount change and issue failure.
Applicant accepts the incentive amount change or disputes with PA for resolution
Yes
Results outside tolerances and outside 10% of submitted incentive.
Proposed Changes to CSI Handbook
86
CSI Handbook ChangesCSI Project Review
CSI Project Review now encompasses the following:Onsite Field InspectionsApplication Process Review
The successful completion of Onsite Field Inspections and Application Process Reviews will
Onsite Field InspectionsMajor and Minor Infractions
Based on Onsite Field Inspection Parameters and Key Project ComponentsMinor Infractions Incentive difference between 5% - 10%Major Infractions Incentive difference greater than 10%
Application Process ReviewIncludes a review of the following:
Review of all project application documentationReview of interconnection information Review of any other information about the Applicant's project that has been received by the Program AdministratorsReview of PBI payment documentation
87
Failures based on Onsite Field Inspection or Application Process Review
A few reasons for failures based on the Onsite Field Inspection
One Major Infraction5 Minor InfractionsFailure to attend CSI related inspection training
A few reasons for failures based on the Application Process Review
Not disclosing the actual contractor performing work on Installation Contract Neglecting to provide required documentation on a consistent basis, such as Host Customer contact information Neglecting to respond to requested information within the 20 day time period on a consistent basis
88
Other CSI Handbook Changes
Mandatory PowerClerk Electronic Submittal : Dec. 1st
1-Step Application Available: Jan. 1st, 20111-Step Mandatory: March 1st, 2011
Shortening Suspension Due Date from 20 days to 10 days
Document View and Re-Upload (Suspended Projects)
RED = Proposed
89
aF"37&N13'9&
Use PowerClerkMandatory starting Dec. 1st
Steps required:1. Reservation (Res & Non-Res)2. Proof of Project Milestone (Non-Res) 3. Incentive Claim (Res & Non-Res)
PBI mandatory for systems over 30kW
91
**+,&*$%?'3?&<%>$.0'?"$%
*'6">$.%"'&*1%?1.&>$.&+F#?'"%'A61&,%1./;&@**+,B
e\dc)Z"#4&")C-.<)*3$,.)Vcc
*"()K$.2&<)!C))dWVWX
e[eEWYYEVVaa
2&0&#"'?.(.'259.(,.'?&'2
90$i.(.'259.(,.'?&'2)