As you continue wrapping up construction on your projects, please make sure you have submitted all the required documents needed for close-out. Please do not email any project documents to your Account Manager, all close-out documents should be uploaded to the Trade Ally Portal. Below are the following documents that will be needed:
Installation Report File: Please make sure to fill out all the tabs in the Excel file and provide all requested information.
Building Permit Form: As a reminder, all installed measures related to the SoCalREN Multifamily Program must be included in this form, even if a permit was not pulled. If a permit was not pulled for a measure, please type “no” for the permit pulled question. If you know that permits will not be pulled for a project, you may upload this at any time.
Itemized Invoice: Information on the system name, equipment model, quantity, and cost must be included for all equipment related to the Multifamily Program. Please do not include equipment that does not relate to the Program.
Incentive Assignment Form: If the property is signing over the incentive to you, the contractor, please have the property representative fill out this form. If you know who will be receiving the incentive, you may upload this form at any time.
W-9: A W-9 form for the incentive recipient is needed. If the property is receiving the incentive, please submit the W-9 for the property. If you know who will be receiving the incentive, you may upload this form at any time.
Please reach out to your Account Manager for the most up to date Installation Report file, Incentive Assignment Form, Building Permit Form, Invoice Template documents and for any questions regarding close-out.