CSI—Application Forms and Documentation

The CSI (PV) Non-Residential program has limited funding. All new Non-Residential applications are being placed on a waitlist. However, placement on the Waitlist does not guarantee an incentive. Please check back for future updates or consult with your contractor if you have already submitted an application.

Please visit our What’s New section for more information.

Application Process for Non-Residential Projects

The CSI program has 2-step, and 3-step application process depending on the customer segment and system size of the applicable project.

Review the document list below for those relevant to your application process. If you are a residential customer, please go to the residential handbook and forms page. For retrofit, non-residential projects (commercial, industrial, agricultural, government, non-profit and public entities) with a system size of <10 kW please follow the 2-Step application process. If the system has already been installed and interconnected, please use contact the Solar Customer Service Center at 1-877-743-4112, Option 3 for assistance on the 1-Step application process.

Applying for Your CSI Incentive

Complete your application using PowerClerk, our online application management tool.

For general questions about PowerClerk, contact solar@pge.com or for Technical Support contact csisupport@powerclerk.com.

3-Step Applications and Documents

For all retrofit or new construction, non-residential projects (commercial, industrial, agricultural, government, non-profit and public entities) with a system size of >10 kW.

Step 1: Reservation Request Documents

1a. Gather and Complete All Required Documents
Expand the areas below for more information and links to documents.

Reservation Request Signature Form (PDF, 119 KB)
This form is intended for use by solar professionals to get the signature of their clients at the time of sale and should only be used in conjunction with Reservation Requests that are submitted in PowerClerk.

Other Documents that may be required for Non-Residential Projects

1b. Submit a new CSI Reservation Request Form electronically using PowerClerk, our online application management database/tool.

  1. Go to the PowerClerk website.
  2. Login or click on CSI Applicant Registration, if you are a first-time user.
  3. From the homepage, select the appropriate Program Administrator and Project Type.
  4. Click on New Incentive Application to begin your Reservation Request Form.
  5. Complete each section of the application and review for accuracy.
  6. Attach PDFs of required documents.*
  7. Submit your completed application.
  8. Print a copy for your records, if necessary (you will need access to a printer).

*Will require PDF conversion software to convert files into PDF format.

All CSI Reservation Requests must be submitted electronically using the attachment feature in PowerClerk. Mailed-in Reservation Requests will not be accepted. Please visit PowerClerk to register.

1c. Pay Application Fee
You may mail in the applicable application fee or wait to receive an invoice from PG&E. PLEASE NOTE: the Reservation Request will not be approved until the application fee is paid.

kW≤<kW FEE
10-50=$1,250
50-100=$2,500
100-250=$5,000
250-500=$10,000
500-1,000=$20,000

Step 2: Proof of Project Milestone

2a. Gather and Complete All Required Documents
Expand the areas below for descriptions.

2b. Submit the Proof of Project Milestone Checklist using PowerClerk

  1. Go to the PowerClerk website and login.
  2. From the homepage, locate the application use the search field.
  3. Once displayed, click "edit" to begin the Incentive Claim Form.
  4. Follow step 5-8. from Step 1b.

Step 3: Incentive Claim Form

3a. Gather and Complete All Required Documents

3b. Submit the Incentive Claim Form using PowerClerk

  1. Go to the PowerClerk website and login.
  2. From the homepage, locate the application use the search field.
  3. Once displayed, click "edit" to begin the Incentive Claim Form.
  4. Follow step 5-8. from Step 1b.

All CSI Incentive Claims must be submitted electronically using the attachment feature in PowerClerk. Mailed-in Incentive Claims will not be accepted. Please visit PowerClerk to register.

Note: Equipment information submitted on the Interconnection Agreement and the Incentive Claim Form must match. If there is a discrepancy, additional information will be requested before the incentive payment is made. Learn more about interconnection.

2-Step Application and Documents

For retrofit non-residential projects (commercial, industrial, agricultural, government, non-profit and public entities) with a system size of <10 kW.

Step 1: Reservation Request Documents

1a. Gather and Complete All Required Documents
Expand the areas below for more information and links to documents.

Reservation Request Signature Form (PDF, 119 KB)
This form is intended for use by solar professionals to get the signature of their clients at the time of sale and should only be used in conjunction with Reservation Requests that are submitted in PowerClerk.

Other Documents that may be required for Non-Residential Projects

Submit a new CSI Reservation Request Form electronically using PowerClerk, our online application management database/tool.

  1. Go to the PowerClerk website.
  2. Login or click on CSI Applicant Registration, if you are a first-time user.
  3. From the homepage, select the appropriate Program Administrator and Project Type.
  4. Click on New Incentive Application to begin your Reservation Request Form.
  5. Complete each section of the application and review for accuracy.
  6. Attach PDFs of required documents.*
  7. Submit your completed application.
  8. Print a copy for your records, if necessary (you will need access to a printer).

*Will require PDF conversion software to convert files into PDF format.

All CSI Reservation Requests must be submitted electronically using the attachment feature in PowerClerk. Mailed-in Reservation Requests will not be accepted. Please visit PowerClerk to register.

1c. Pay Application Fee
You may mail in the applicable application fee or wait to receive an invoice from PG&E. PLEASE NOTE: the Reservation Request will not be approved until the application fee is paid.

Step 2: Incentive Claim Documents

2a. Gather and Complete All Required Documents
Expand the areas below for descriptions.

Other Documents that may be required for Residential Projects

2b. Submit the Incentive Claim Form using PowerClerk

  1. Go to the PowerClerk website and login.
  2. From the homepage, locate the application use the search field.
  3. Once displayed, click "edit" to begin the Incentive Claim Form.
  4. Follow step 5-8. from Step 1b.

All CSI Incentive Claims must be submitted electronically using the attachment feature in PowerClerk. Mailed-in Incentive Claims are not accepted. Please visit PowerClerk to register.

Note: Equipment information submitted on the Interconnection Agreement and the Incentive Claim Form must match. If there is a discrepancy, additional information will be requested before the incentive payment is made. Learn more about interconnection. All systems 10 kW and smaller are prohibited from receiving Performance Based Incentive (PBI) payments and instead must receive an up-front Expected Performance-Based Buydown (EPBB) payment.

 

Multifamily Affordable Solar Housing (MASH)

The Multifamily Affordable Solar Housing (MASH) Program provides incentives to offset the project costs of installing solar on multifamily low income housing buildings in California. The goal of the MASH is to incorporate high levels of energy efficiency and high performing solar systems to help enhance the overall quality of affordable housing.

Step 1: Reservation Request

1a. Gather and Complete All Required Documents
Expand the areas below for more information and links to documents.

Other Documents that may be required for MASH Projects

1b. Submit a new CSI Reservation Request Form electronically using PowerClerk, our online application management database/tool.

  1. Go to the PowerClerk website.
  2. Login or click on CSI Applicant Registration, if you are a first-time user.
  3. From the homepage, select the appropriate Program Administrator and Project Type.
  4. Click on New Incentive Application to begin your Reservation Request Form.
  5. Complete each section of the application and review for accuracy.
  6. Attach PDFs of required documents.*
  7. Submit your completed application.
  8. Print a copy for your records, if necessary (you will need access to a printer).

*Will require PDF conversion software to convert files into PDF format.

All CSI Reservation Requests must be submitted electronically using the attachment feature in PowerClerk. Mailed-in Reservation Requests will not be accepted. Please visit PowerClerk to register.

1c. Pay Application Fee
PG&E will request the Application Fee from the Host Customer if funding is available for the application. PLEASE NOTE: the Reservation Request will not be approved until the application fee is paid.

kW≤ <kW FEE
10 - 50 = $1,250
50 - 100 = $2,500
100 - 250 = $5,000
250 - 500 = $10,000
500 - 1,000 = $20,000

Step 2: Proof of Project Milestone

2a. Gather and Complete All Required Documents

2b. Submit the Proof of Project Milestone Checklist using PowerClerk

  1. Go to the PowerClerk website and login.
  2. From the homepage, locate the application use the search field.
  3. Once displayed, click "edit" to begin the Incentive Claim Form.
  4. Follow step 5-8. from Step 1b.

Step 3: Incentive Claim Form

3a. Gather and Complete All Required Documents

Other Documents that may be required for MASH Projects

3b. Submit the Incentive Claim Form using PowerClerk

  1. Go to the PowerClerk website and login.
  2. From the homepage, locate the application use the search field.
  3. Once displayed, click "edit" to begin the Incentive Claim Form.
  4. Follow step 5-8. from Step 1b.

All CSI Incentive Claims must be submitted electronically using the attachment feature in PowerClerk. Mailed-in Incentive Claims will not be accepted. Please visit PowerClerk to register.

Note: Equipment information submitted on the Interconnection Agreement and the Incentive Claim Form must match. If there is a discrepancy, additional information will be requested before the incentive payment is made. Learn more about interconnection.

Other Solar Electric Generating Technologies

Although solar PV systems are expected to be the common technology to receive incentives from the CSI Program, the CSI Program also accepts applications for other solar electric generating technologies. Other solar electric generating technologies include, but are not limited to, electric displacing solar thermal (generally defined as solar forced air heating and solar cooler or air conditioning) and electric generating solar thermal (generally defined as dish stirling, solar trough and concentrating solar technologies).

Reservation Request Form and Guidelines

Other Resources

California Solar Initiative (CSI) Handbook and MASH Handbook

The most recent CSI Program Handbook serves as a general reference for all CSI and MASH program questions and guidelines.

Field Inspection Protocol and Form

Any CSI projects may be subject to a field inspection. The CSI Inspection Protocol (DOC, 53 KB) is a guide for installers and customers that describe in detail the areas that are examined during a field inspection. This is a very useful tool to ensure that the as-built PV system matches the final documentation submitted for the incentive. In addition, here is a sample CSI Field Inspection Form (XLS, 494 KB) that is used by the field inspectors.

Contact Us

Email
solar@pge.com

Phone
Solar Customer Service Center 1-877-743-4112

Mailing Address
PG&E Solar and Customer Generation - CSI
PO Box 7433
San Francisco, CA 94120

Street Address (for overnight deliveries)
PG&E Solar and Customer Generation - CSI
245 Market St., MC N7R
San Francisco, CA 94105-1797