SOMAH Customer Onboarding Checklist
1
Submit Reservation Request Package
Required documentation
Documentation of Multifamily Low-Income Housing Eligibility.
Cover Sheet for Multifamily Low-Income Housing Documentation
Letter of Authorization to Receive Customer Information or Act on a Customer's Behalf
This LOA should include all common area service account numbers on site
Completed Reservation Request Form with signatures (applicant, host customer and system owner)
Comma-separated values (CSV) file listing all tenant addresses on the property to serve as the Energy Savings Assistance Program referral list.
Affidavit Ensuring 100 Percent Economic Tenant Benefit.
One of the following
Multiple Bids (Required for Track A)
Multiple Bid Waiver (accepted for Track B)
VNEM Load Allocation Form
Application deposits are required for system ≥ 10kW
kW ≥
kW <
Deposit
10
50
$1,250
50
100
$2,500
100
250
$5,000
250
500
$10,000
500
1000
$20,000
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2
Submit Energy Efficiency Compliance Milestone
Required documentation
One of the following
Pathway 1:
documentation of on on-site whole-building wolkthrough energy audit of ASHRAE Level I or higher within the post three years
Pathway 2:
proof of enrollment in o utility, regional energy network (PEN). community choice aggregation (CCA) or federally provided whole-building multifamily energy efficiency program, documentation of a recent Californa Tox Credit Allocation Committee (TCAC) rehabilitation, or documentation that the property was completely constructed under o recent version of Title 24.
Solar Sizing Tool documents
Excel workbook
PDF signature page
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3
Submit Proof of Project Milestone
Required documentation
Completed Proof of Project Milestone Checklist with appbcant signature
One of the following
Copy of executed contract for system purchase and installation (host customer owned systems only)
Copy of alternative system ownership agreement (third-party owned systems)
Certification of Compliance with SOMAH Performance Requirements for Third-Porty Owned Systems (third-party owned systems only]
Documentation of VNEM Lood Allocation (if changed from Reservation Request step)
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4
Submit incentive Claim Package
Required documentation
Incentive Claim Form with signatures (applicant, host customer and system owner)
Job Training Affidavit
Documentation of VNEM Lood Allocation (if changed from Proof of Project Milestone step)
Tenant Education Affidavit O Documentation of Lood Increase applicable)
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