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Form 520SR-D

Incentive Application: Solar Ready Design
Business Energy Solutions – New Buildings
For Program Use Only OM: Project ID: FT ID:
Portland Energy Conservation, Inc. (PECI) is a Program Management Contractor (PMC) for Energy Trust of Oregon, Inc.
Form 520SR v01 20130118 Page 1 of 2
Return form to:
Business Energy Solutions – New Buildings
100 SW Main Street, #1600, Portland, OR 97204
Telephone 1.877.467.0930 Fax 503.961.7642
Email: newbuildings@energytrust.org

Overview and Eligibility
A signed copy of the Project Enrollment Application (Form 510A) must accompany or precede this form, and only those
projects approved for enrollment by the New Buildings program (Program) can apply for incentive funding. This Incentive
Application applies only to projects permitted under the 2010 Oregon Energy Efficiency Specialty Code (Oregon Energy Code).
Energy Trust’s Solar Ready Initiative provides incentives for designing and incorporating features into buildings to
make it easier to install a high-performing solar photovoltaic (PV) energy system in the future.
All incentives combined are subject to Energy Trust’s maximum per-project cap ($499,999).
Project Information
Project Owner Name Company

Buil di ng/Project Name Project ID# (if known) Expected Constructi on Compl eti on Date

Site Address City, State Zi p
Expected Compl eti on Date of Sol ar Ready
Desi gn

\
Solar El ectri c Design All y (required)
Contact Name Titl e Firm Name

Phone Email City, State


Solar Ready Design Incentives

Solar ready design incentives are available to help offset Project Owner’s incurred costs associated with Solar Electric Design
Ally’s work to fully develop the project’s solar ready measures, incorporate those into the building design, and prepare plans and
specifications for bidding. To qualify for incentives, the solar ready design documentation must satisfactorily meet the
requirements outlined in our Solar Ready Design Template, as confirmed by Program review.

Steps to Parti cipate

1. Successfully enroll your project as described in the Project Enrollment Application (if not previously submitted).
2. Confirm eligibility and request a Solar Ready Design Template from your Outreach Manager.
3. Complete this Incentive Application and submit it to the Program.
4. Following its review of the application, Energy Trust will notify Project Owner via e-mail of its decision. If the application
is approved for an incentive reservation, you will receive a written notice. The incentive reservation notice will inform
Project Owner of the estimated incentive and incentive reservation period (i.e. the deadline to satisfactorily complete the
solar design work and submit all required completion documentation).
5. Complete the Solar Ready Design Template and submit draft for Program review and comment.
6. To request payment, submit the following to the Program, before the established incentive reservation deadline, for
verification:
 Complete, signed Payment Request (Form 540PR)
 Copy of the final version of the Solar Ready Design Template, along with all required accompanying
documentation.
 Payment documentation (paid invoice(s) itemizing the solar ready design work)
 Project Owner’s current W-9 (if not previously submitted)
7. Following our review of the submitted completion documentation, we will notify Project Owner via e-mail if the project
qualifies for participation in the Solar Ready Initiative’s construction phase.
Form 520SR-D
Incentive Application: Solar Ready Design
Business Energy Solutions – New Buildings
For Program Use Only OM: Project ID: FT ID:
Portland Energy Conservation, Inc. (PECI) is a Program Management Contractor (PMC) for Energy Trust of Oregon, Inc.
Form 520SR v01 20130118 Page 2 of 2
Return form to:
Business Energy Solutions – New Buildings
100 SW Main Street, #1600, Portland, OR 97204
Telephone 1.877.467.0930 Fax 503.961.7642
Email: newbuildings@energytrust.org
Incentive Calculation
Energy Trust makes solar ready design incentive funds available to reimburse Project Owner for 50% of its eligible, incurred
costs to conduct the solar ready design work, up to a maximum amount of $5,000. The actual incentive amount payable may vary
from reserved estimates and will be determined by the Program based on review of Project Owner’s submitted solar ready design
completion documentation and actual costs.

For estimates purposes only, complete the following chart to provide the Program with an estimate of your anticipated solar ready
design costs.

Anticipated Solar Ready Design Costs
Planned Solar Electric System Size: __________ watts
Estimated Cost Design Task
a. General coordination and meeting among project team

b. Develop structural design and calculations

c. Develop electrical design and calculations

d. Develop architectural drawings that show solar ready
components
e. Develop specification for solar materials

f. Develop appropriate bid documents

g. Other
Total

Submittal
Project Owner understands and agrees that the terms and conditions contained in this Incentive Application are in addition to,
and governed by, its Project Enrollment Application agreement with Energy Trust for the identified project. Project Owner
further agrees that all of the information in the submitted Project Enrollment Application agreement remains true and correct as
of the date of this submission.
SUBMITTED BY: (Must be an authorized representative of Project Owner)

Type or Print Name Here Titl e Date

Firm Name Phone Email
FOR MORE INFORMATION:
Please visit energytrust.org/business or call 1.877.467.0930Steps
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