Application Forms and Checklists

The following application forms and checklists are samples of those that have been used in the SCEIP application process.



Description of Document

Application Checklist Card for applicant of items still required for application

Application For Financing

Application for PACE financing

Customer Authorization

Form authorizing contractor to receive correspondence  and information issued to customer

Eligibility Calculator

Form to determine eligibility for SCEIP financing
Energy Analysis Rebate Application Application for subsidy provided by grant funds to cover up to 100% cost of a residential home HERSII energy analysis – NO LONGER AVAILABLE
Energy Analysis Checklist Form Internal form verifying receipt of all supporting documentation prior to processing rebate application
Healdsburg Utility Authorization Form Authorization to receive customer information
Intake Checklist Checklist for file managers as they process an application
Lender Information and Acknowledgement Document to be signed by lender and notarized
PG&E Authorization Letter Request for applicant authorization to give SCEIP access to three years of utility billing data.
PG&E Authorization PG&E document giving SCEIP authorization to receive customer information
Program Administrator Approval Form Approval request for applications $60,000 and over
Proposed Improvement Application Required to accompany applications for financing improvements not listed on the Eligible Improvements list.
Solar Electricity Purchase Agreement Sample PPA Agreement, with track changes left in
Addendum to PPA Agreement Addendum to PPA for customer signature (listed here as an example only: no longer used effective 4/1/12)
Recommendation for Approval Internal document with customer information, calculations of improvements, rebates, and notes.
Lending Disclosure Calculator Internal-use Excel spreadsheet used for calculating interest, finance charge and amount of payments, for completing Lending Disclosure statement for applicant signature.

Lending Disclosure Agreement

Form indicating estimated percentage rates, financing charges, rates, and payments for customers.


The information contained within these materials is offered only for general informational purposes.  It does not constitute either general or specific legal advice and should not be substituted for legal, financial or other professional advice.  These materials were created for an energy independence program individualized for the County of Sonoma and may not be suitable for all public agencies.  These materials are not promised or guaranteed to be current, complete, or up-to-date.  Different factual situations and evolving case law may require substantial modifications to these materials.  As such, the authors make no representations or warranties with respect to the accuracy or completeness of the contents of these materials.



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Sonoma County Energy Independence Program
2300 County Center Dr.,
Suite A105
Santa Rosa, California

Phone: (707) 565-6470
Fax: (707) 565-6474