HIC SIGNED 4884 Emmbrekas SpearsRAV
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Homeowner’s Insurance Addendum
Third Party Authorization to Release Information
Homeowner Name _____________________________________________________________
Property Address ______________________________________________________________
Phone ______________________________________ Email ____________________________
With my signature below, I authorize the following contractor to contact my homeowner’s
insurance provider and to request and receive a copy of the declarations page of my homeowner’s
insurance policy and any other relevant information for the purpose of contractor submitting on
my behalf for residential solar interconnection through my utility company.
The contractor submitting my interconnection application and performing the installation of my
rooftop photovoltaic solar system is:
Contractor Name:
Address: 1403 N. Research Way
Orem, UT 84097
FEIN:
Phone: 800-377-4480
Fax: 385-265-5041 (Send ATTENTION to “Support”)
Email: support@blueravensolar.com
Homeowner Signature: ___________________________________ Date: _________________
12 / 05 / 2024
Emmbrekas Spears
16452 Canal St, Yelm, Washington, 98597
3602929415 rtp941@yahoo.com
BRS Field Ops, LLC
81-4452370
Document Ref: APA3V-MXEFZ-EOBNK-O3Y34 Page 1 of 1
Signature Certificate
Reference number: APA3V-MXEFZ-EOBNK-O3Y34
Document completed by all parties on:
06 Dec 2024 00:30:59 UTC
Page 1 of 1
Signer Timestamp Signature
Emmbrekas Spears
Email: rtp941@yahoo.com
Recipient Verification:
Sent:06 Dec 2024 00:25:40 UTC
Viewed:06 Dec 2024 00:28:43 UTC
Signed:06 Dec 2024 00:30:59 UTC
✔Email verified 06 Dec 2024 00:28:43 UTC
IP address: 76.135.15.120
Location: Olympia, United States
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Homeowner Permission for Inspection Access
Homeowner Name _____________________________________________________________
Property Address ______________________________________________________________
Phone ______________________________________ Email ____________________________
With my signature below, I grant the following contractor and any municipal or utility inspecting
authority having jurisdiction over my property, and each of its respective employees, agents,
independent contractors, and subcontractors, the right to access and be on all of my property as
necessary for permit and inspection-related activities concerning the inspection, design and
engineering, construction and installation, interconnection, and energization of my photovoltaic
solar system at the property address first stated above.
The contractor performing the inspection, design and engineering, construction and installation,
interconnection, and energization of my photovoltaic solar system is:
Contractor Name:
Address: 1403 N. Research Way
Orem, UT 84097
FEIN:
Phone: 800-377-4480
Fax: 385-265-5041 (Send ATTENTION to “Support”)
Email: support@blueravensolar.com
Homeowner Signature: ___________________________________ Date: _________________
12 / 05 / 2024
Emmbrekas Spears
16452 Canal St, Yelm, Washington, 98597
3602929415 rtp941@yahoo.com
BRS Field Ops, LLC
81-4452370
Document Ref: APA3V-MXEFZ-EOBNK-O3Y34 Page 1 of 1
Signature Certificate
Reference number: APA3V-MXEFZ-EOBNK-O3Y34
Document completed by all parties on:
06 Dec 2024 00:30:59 UTC
Page 1 of 1
Signer Timestamp Signature
Emmbrekas Spears
Email: rtp941@yahoo.com
Recipient Verification:
Sent:06 Dec 2024 00:25:40 UTC
Viewed:06 Dec 2024 00:28:43 UTC
Signed:06 Dec 2024 00:30:59 UTC
✔Email verified 06 Dec 2024 00:28:43 UTC
IP address: 76.135.15.120
Location: Olympia, United States
Signed with PandaDoc
PandaDoc is a document workflow and certified eSignature
solution trusted by 50,000+ companies worldwide.
BRS FIELD OPS, LLC
1403 N. Research Way
Orem, UT 84097
800-377-4480
support@blueravensolar.com
License # _________
v.29.01 - 1 -
SOLAR SYSTEM HOME IMPROVEMENT CONTRACT
Customer Name ___________________________________________________________________________________
Address _________________________________________________________________________________________
Phone _________________________________________ Email ____________________________________________
THIS SOLAR SYSTEM HOME IMPROVEMENT CONTRACT (the “Agreement”) is entered into by and between
BRS FIELD OPS, LLC (“Company”), a Utah limited liability company doing business as Blue Raven Solar, and the
customer(s) identified above (“you” or the “Customer”) (collectively, the “Parties”) for the purchase and installation of a solar
photovoltaic system together with a solar energy storage device, if any:
NOW THEREFORE, for and in consideration of the mutual covenants and agreements contained herein and each
act done pursuant hereto, the Parties, intending to be legally bound, agree as follows:
1. Definitions. Unless the context otherwise requires, when used herein the following terms shall have the meaning
indicated:
1.1. Agreement Documents means all documents, exhibits, attachments, and addenda identified herein and
those delivered as a part hereof or incident hereto, including but not limited to the Investment Tax Credit
Addendum. The Agreement Documents are incorporated as part of this Agreement by reference. If and to
the extent this Agreement and the Agreement Documents conflict, the Agreement Documents control.
1.2. Battery means the energy storage device and components, if any, [to be] installed at the Site.
1.3. Battery Storage Capacity means the total electrical storage capacity of the Battery in kilowatt-hours.
1.4. Day means, unless otherwise indicated, a calendar day.
1.5. Effective Date means the date this Agreement shall be effective; that is, when all Parties hereto have
executed the same and delivered counterparts of such signatures to the other Parties.
1.6. Final Design means the proposal of the System Size, PV module layout and mount design, inverter(s), and
estimated yearly production prepared following the Site Survey.
1.7. Property or Site means the physical location of the [to be] installed System, including the roof or land area
on which the System will be installed, as well as any surrounding areas Company may need reasonable
access to for the performance of the Work.
1.8. Purchase Amount means the total amount payable by Customer to Company in cash, cash equivalent, or
purchase money loan proceeds for Company’s performance hereunder. If sales tax is charged on Systems
in your area, then such sales taxes are included in the Purchase Amount.
1.9. PV means solar photovoltaic.
1.10. Site Survey means the on-site inspection of the Property for the installation of the System. The Site Survey
is necessary for the preparation of the Final Design.
1.11. Substantial Completion means the state of completion of the Work in a good and workmanlike manner in
accordance with this Agreement waiting only on final regulatory inspection and interconnection.
1.12. System means all PV, Battery, if any, and other electrical and structural devices and components [to be]
installed at the Site for the generation and/or storage of solar energy. References in this Agreement to
System(s), PV or PV module(s), Batter(ies), inverter(s), device(s), mount(s) and mounting structure(s),
component(s), equipment, or other terms of similar import shall be construed to be of such number,
identification, and composition as the context or the Agreement Documents require or permit.
1.13. System Size means the estimated total size of the System array in kilowatts.
1.14. System Cost means the total cost of the System, as set forth in the Agreement Documents, including labor,
PV modules, Battery, if any, and electrical and structural devices and components.
1.15. Work means the marketing, sales, electrical and structural review; System design and engineering;
procurement of equipment, materials, and authorizations; permitting and licensing; electrical service panel
maintenance and upgrades; structural maintenance and upgrades to Customer’s home, roof, or other
mounting structure; trenching; A/C relocation; installation of PV modules and inverters, Batteries, and/or
BRSFIFO820N3
Emmbrekas Spears
16452 Canal St, Yelm, Washington, 98597
3602929415 rtp941@yahoo.com
Document Ref: APA3V-MXEFZ-EOBNK-O3Y34 Page 1 of 18
v.29.01 - 2 -
other electrical devices and components; System interconnection; and warranty and guarantee support and
remedial work together with all associated labor, equipment, and fees that are reasonable and necessary
for System Completion and administration of Company’s warranties and guarantees as may be more fully
set forth in the Agreement Documents. The Parties agree that the Work is necessary and reasonable for
the installation, production, maintenance, durability, and full use and enjoyment of the System.
2. Scope of Work. Company shall perform the services, advance fees, costs, and expenses, and furnish the goods to the
extent necessary for the proper completion of the Work as may be more fully set forth in the Agreement Documents.
Company intends to perform all of the Work with its own workforce; however, Company may contract with third parties
for ancillary work in its discretion, and Customer agrees to accept the Work performed by such third parties. If Company
contracts with another party for any of the Work, such contract and performance thereunder satisfy Company’s
obligations under this Agreement. Customer is responsible for obtaining permission to operate from the utility. Company
will assist Customer in obtaining permission to operate from the utility where appropriate. Where indicated below,
Company shall perform the Work using the following equipment or its equivalent:
ROOFTOP PV SYSTEM INSTALLATION BATTERY INSTALLATION
PV Panels: _________________________________ Batteries: ________________________________
Inverters: __________________________________
Racking System: ____________________________
3. [Reserved]
4. Proposal. Customer acknowledges that any estimate or proposal provided by Company to Customer for or concerning
the purchase and installation of PV or PV plus Battery, if any, does not represent a binding agreement, obligation,
warranty, guaranty, or representation.
Notwithstanding anything to the contrary, if Customer participates in Company’s BLUEPOWER PLUSTM program,
Company agrees to make payments to Customer in accordance with the terms and conditions set forth in the
corresponding BLUEPOWER PLUSTM proposal provided that Company receives purchase money loan proceeds from
the participating lender. Customer agrees to make payments to lender during the promotional period, as Company will
not be making payments on Customer’s behalf. Additionally, Customer acknowledges and accepts that Company’s
costs associated with the BLUEPOWER PLUSTM program have been added to the overall System Cost, resulting in a
higher System Cost.
The design and installation assumptions of the System are as follows:
[Remainder of Page Intentionally Left Blank]
SIL-430 QD
Enphase IQ8X Microinverters
0
Unirac SFM Infinity
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v.29.01 - 3 -
COST ASSUMPTIONS
System Cost: $ ______________________________ IF APPLICABLE, SALES TAX IS INCLUDED IN THE
COST
REBATES, CREDITS & INCENTIVES ASSUME
SUCCESSFUL APPLICATION TO A GOVERNMENT
OR UTILITY INCENTIVE PROGRAM, EXECUTION
AND DELIVERY OF ALL REQUIRED
INSTRUMENTS, AND SYSTEM ENERGIZATION
NET AMOUNT MAY BE DIFFERENT IF CUSTOMER
APPLIES DEPRECIATION OR OTHER EXCLUDED
INCENTIVES TO PAYING DOWN THE SYSTEM
PRICE
Solar Rebate: $ _____________________________
Down Payment (if applicable): $ _________________
PURCHASE AMOUNT: $ ________________
Federal Tax Credit (30%): $ ____________________
State Incentive: $ ____________________________
Other Incentive $ ____________________________
NET SYSTEM COST: $ ________________
FINANCING DISCLOSURES
Loan APR*: $ _______________________________
LOAN AMORTIZATION SCHEDULE
(Subject to Lender)
Loan Term: $ _______________________________ Months Estimated Amount
*RATE REQUIRES ENROLLMENT IN AUTOMATIC
RECURRING PAYMENTS
LOAN IS SECURED BY THE PERSONAL
PROPERTY PURCHASED IN THIS TRANSACTION
1-18: $___________
19+: $___________
PAYMENT DATES AND AMOUNTS ARE
DETERMINED BY LENDER
Lender Fee: $ _______________________________
Cost per Watt: $ _____________________________
Estimated First Year Savings $ _________________
PV ASSUMPTIONS BATTERY ASSUMPTIONS
Total System Size (kW): _______________________ Number of Batteries: _________________________
Yearly Solar Production (kWh): _________________ Battery Storage Capacity (kWh): ________________
Annual System Degradation: ___________________
5. Final Design. Company will perform a Site Survey of the Property, and Customer grants Company permission to
access, photograph, evaluate, and inspect the Property for various qualifying Site access, structural, electrical, and
environmental factors. After the Site Survey, Company design team will prepare and deliver the Final Design to
Customer. The Parties understand that the Final Design may be different from the Proposal due to factors and conditions
discovered or re-assessed at the Site Survey. The Final Design also sets forth the plans for location and placement of
PV modules, Batteries, mounting structures, and other details related to your System.
6. Payment. If Customer elects to pay the Purchase Amount in cash or cash equivalent, half shall be due upon delivery
of the Final Design, with the remaining balance due at Substantial Completion. If Customer will finance the Purchase
Amount, Customer agrees to make payments to lender in accordance with its separate terms and conditions.
Notwithstanding anything to the contrary, full payment of the Purchase Amount is due at Substantial Completion.
0
5.99
1005
7127
25
4.68
8637.89
7.31
0.5%
161
162
23956
34223
0
0
34223
10267
0
0
0
Document Ref: APA3V-MXEFZ-EOBNK-O3Y34 Page 3 of 18
v.29.01 - 4 -
7. Title and Risk of Loss. Transfer of title in the System, including all PV, Battery, if any, and electrical devices and
components, and all risk of loss, damage, or destruction to the System shall occur upon the first instance of the PV
module equipment being secured to Customer’s roof or other mounting structure, or in the case of a Battery, installed
in or around the Customer’s home. Notwithstanding the foregoing, upon delivery of project equipment, until such time
as it is permanently secured at the site of Installation, Customer agrees to take adequate precautions for the
safekeeping, preservations, and protection of the project equipment until completion of its secure installation. Any loss,
damage, or destruction of the project equipment resulting from Customer’s failure to take such precautions during this
period shall be remedied by replacement at Customer’s sole expense.
8. Security Interest. Customer acknowledges that the lender, if Customer finances the Purchase Amount, Company, or
other tradesman or supplier may take a security interest in the System, or the real property the Work improves, as
collateral for Customer’s full payment (or repayment) of any amount financed or for Work performed as provided under
applicable mechanic’s lien statute or in accordance with that separate agreement between Customer and lender or
Customer and Company.
9. Termination. The following terms and conditions govern any termination of the Agreement or cancellation of the
underlying transaction(s):
9.1. 0–3 Days After Signing: Customer may cancel this Agreement, pursuant to the Notice of Cancellation
attached herewith, within three days of signing this Agreement with no penalty or obligation.
9.2. 0–3 Days After Delivery of the Final Design: Customer has three days after delivery of the initial Final
Design following the Site Survey to cancel this Agreement without any penalty or obligation. Customer may
cancel under this scenario by mail or electronic delivering (e-mail) of written notice of cancellation to
Company.
9.3. After 3 Days of Delivery of the Final Design but Before Installation: Customer recognizes that by signing
this Agreement, Company begins expending efforts and resources to add value to Customer by
commissioning and paying for a Site Survey, creating permit-quality designs for the System, and otherwise
doing the work required to obtain regulatory approval. Accordingly, if Customer cancels this Agreement
without cause outside of the cancellation period allowed by law and more than three days after delivery of
the initial Final Design following the Site Survey but before commencement of System installation,
Customer shall pay Company a reimbursement fee equal to one thousand two hundred fifteen dollars
($1,215) as compensation for the work, value, and efforts provided by Company to Customer
(“Reimbursement Fee”). Notwithstanding the foregoing, Company reserves all available legal and equitable
remedies for any breach by Customer including the termination of this Agreement on or after
commencement of System installation.
9.4. Cancellation by Company: Company may terminate this Agreement prior to commencement of System
installation, in whole or in part, for convenience, when it has a reasonable basis for doing so. Except for
those obligations set forth below, Customer is under no further obligations under this Agreement if Company
terminates for convenience under this Section.
9.5. Effect of Termination: In the event of any termination of this Agreement as provided in Sections 9.3 or 9.4
above or Customer breach of this Agreement, Customer shall pay Company for all costs, time, materials,
and fees reasonably incurred by Company in the performance of the Work that improves or adds value to
the Property, which shall be in addition to the Reimbursement Fee and any other amounts due under the
Agreement.
10. Change Request. Customer shall pay Company one hundred thirty-seven dollars ($137) for each change to the System
that is requested more than ten days after delivery of the initial Final Design following the Site Survey. The requested
change (the “Change Order”), if any, constitutes an amendment to this Agreement and performance thereunder is
subject to mutual acceptance by the Parties. Customer shall make no changes to the Work required to be performed
under this Agreement, nor shall Company be under obligation to perform any extra or modified work without a Change
Order signed by the Parties describing the changes, the additional compensation, and the extended time, if any.
Document Ref: APA3V-MXEFZ-EOBNK-O3Y34 Page 4 of 18
v.29.01 - 5 -
Customer acknowledges that additional features, non-standard work, extra work, more PV modules, greater PV
production, etc. may result in a higher contract price.
11. Provision of Goods. Company may offer to provide certain goods and hardware (collectively, the “Goods”) in advance
of the final installation of the System. In the event Customer accepts and receives the Goods and later cancels the
Agreement, Customer agrees to the following in addition to the terms and conditions stated in the Termination Section
above:
11.1. In accordance with this Agreement, if cancellation is within the statutory cancellation period or within ten
days after delivery of the initial Final Design following the Site Survey, Customer agrees to return the Goods
to Company in substantially the same condition in which they were received by Customer. Customer shall
pay three hundred fifty dollars ($350) to Company if Customer elects to retain the Goods after previously
mentioned cancellation period. All Goods returned or payment for retained Goods shall be made within
seven (7) business days of cancellation. If the Goods are not returned and the payment not made, then
Company reserves all rights to seek full performance of the Agreement.
12. Work Schedule. Company will attempt to keep Customer apprised of estimated timelines associated with installing the
System. Customer acknowledges that due to required waiting periods associated with some localities, Customer may
not hear from Company for an extended amount of time as there will be no updates to report, and inspectors from the
governing jurisdiction may show up without advance warning to Customer, even with Company’s best efforts as
Company cannot control how governing jurisdictions treat Customer. Company makes no representations regarding
the length of time required to begin or complete the System, as regulatory entities, HOAs, and other governing bodies
can cause delays in the amount of time necessary. If a sales representative discussed a timeline with Customer,
Customer acknowledges such timeline and the timeline provided below is only an estimate that can vary significantly
based on factors outside of Company’s control, and that Customer will not rely on a timeline estimate. Customer
acknowledges and agrees that Company does not control loan interest rates or loan terms and that work schedule and
delays may require Customer to reapply for financing, which increase the cost to finance the System.
1–2 weeks for initial Site Survey;
1–2 weeks for design and approval;
1–6 weeks (or longer) for permit submission and approval; and
1–6 weeks for installation, final inspection, and interconnection (depending on inspection).
13. Damages Caused by Delay. To the extent that Customer should commit or omit an act within its control that causes
delay to the Work. Customer shall pay Company for its actual costs and expenses, including but not limited to
mobilization and labor expenses and loss of business or profit, incurred as a result of such delay.
14. Previous Work and Concealed and Unforeseen Conditions. Customer hereby warrants that all previous
improvements, construction, and installations conducted on the Site, including any HVAC, electrical, and structural
work, were properly permitted and inspected (collectively, “Previous Work”). Customer agrees to promptly pay any
charges, fines, penalties, or other fees reasonably incurred by Company under this Section or levied by a regulatory
entity and immediately undertake any corrections resulting from the discovery of any unpermitted improvements or
alterations during the work conducted by Company or any inspections conducted by a government entity. Customer
acknowledges that Company cannot reasonably identify or discover all possible inspection or code concerns, and that
it is relying on Customer to have properly had all previous work and improvements performed and the Site otherwise
up to applicable code. If previous work or concealed or unknown physical conditions, including asbestos and other
hazardous conditions and materials, either in Customer’s home or the larger Property, as applicable according to the
type of System, are encountered during the performance of the Work that differ materially from those disclosed by
Customer or from those conditions immediately apparent from Site Survey, Company may elect to undertake necessary
corrective work and, regardless of whether Company undertakes such work, terms concerning price and schedule shall
be subject to equitable adjustment, which corrective work and adjustments shall not require the consent of Customer.
Customer acknowledges and agrees that under no circumstance shall Company be liable to Customer, a member of
Customer’s household, or an invitee of Customer for any loss, damage, injury, or death arising from any previous work
or concealed or unknown condition. If at any time a home construction service requires extra costs above the cost
Document Ref: APA3V-MXEFZ-EOBNK-O3Y34 Page 5 of 18
v.29.01 - 6 -
specified or estimated in the Agreement that were reasonably unforeseen, but necessary, and the total of all extra costs
to date exceeds five thousand dollars over the course of the entire home construction contract, Customer has a right to
an estimate of those excess costs before Company begins work related to those costs. Company will provide this
estimate in written form.
Asbestos Abatement: In the event that Company encounters material reasonably believed to be asbestos at the Site,
Company shall immediately stop work in the area affected and report the condition to Customer. If in fact the material
is asbestos and has not been abated, Company may elect to suspend all work and activities on the project until the
asbestos has been abated; or if Customer fails to abate the asbestos in a timely manner, to hold Customer in material
breach of the Agreement. Notwithstanding anything to the contrary, Company assumes no responsibility or liability for
asbestos abatement at the Site except as may be required by law.
15. Community Association. Customer agrees to notify Company if there are any CC&Rs, HOAs, or other local restrictions
present on the Site. Company relies on Customer for this information and does not do a title search to determine if there
are applicable restrictions. Customer accepts all responsibility for working and complying with Customer’s HOA,
Architectural Control Committee, or other community association body (collectively, the “HOA”), and agrees to be solely
responsible for all costs associated with any of these governing bodies, including fines for non-compliance with their
requirements. To the extent necessary, Customer hereby authorizes Company to represent Customer before the HOA
in connection with Customer’s application for System approval. Customer further authorizes and gives permission to
the HOA to send, correspond, or communicate with Company concerning Customer’s application for System approval.
Customer specifically waives any and all claims against the HOA in association with its release of information to
Company as authorized herein.
16. Shade. Trees, buildings, or other structures on the Property or adjacent property may cast shade on the System thereby
lowering System production. Company will use reasonably commercial efforts to identify and take into account sources
of shade when designing the System. To the extent Company provides a Final Design with production estimates based
on material assumptions of certain undertakings of tree or structure relocation, removal, or tree trimming, Customer
hereby releases Company from any claim, complaint, duty, or obligation in any way related to the loss of System
production caused by shade from such trees/structures. Further, Customer expressly acknowledges and agrees that
any such work to mitigate a source of shade, whether undertaken by Customer or at Company’s direction, shall not be
a reason to suspend or delay the scheduling or commencement of System installation or Customer’s payment
obligations hereunder. Customer further releases Company from any claim, complaint, duty, or obligation in any way
related to the loss of System production caused by shade from subsequent structural improvements or erections on the
Property or adjacent property which may cast shade on the System.
17. Trenching. If the Work requires trenching, Company or its third-party contractors will perform all digging and backfilling
in compliance with applicable code. Prior to starting the trench, Company or its contractors must contact 811 (or
equivalent service) to identify and mark any underground utility lines in the area of the trench. Customer is responsible
for identifying and notifying Company of any underground equipment not covered by 811, such as drainage pipes, non-
utility electrical, gas or water lines, or sprinkler systems. Company is not responsible for repairing any damaged
underground equipment not identified by 811 or by Customer. Additionally, Company will only perform the backfill of the
trench and is released from any landscaping work that may be necessary to return the area to its original condition. If
the trenching involves cutting through concrete, Company is only responsible for repairing the section that is trenched.
Company will not replace entire concrete slabs and does not guarantee that the new concrete will match the existing
concrete. Company shall not, under any circumstances, be liable for any loss in value of the Property or any personal
property due to a mismatch between the backfilled trench and the surrounding area.
18. Intended Use and No Obligation to Remove System.
18.1. The System and the Work performed hereunder is intended for the sole use of Customer. No other person
or entity shall be entitled to rely on the services, plans, recommendations, or specifications provided as part
of the Work without the written authorization of Company. The System is intended to be installed, and
nothing contained in this Agreement obligates Company to remove and replace any part of the System,
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even to accommodate roof repair or replacement. Customer bears all responsibility, obligation, liabilities,
and fair market costs associated with the removal and replacement of the System, even where it is
determined that Customer’s roof would need to be replaced at some point in the future prior to the
installation of the System. For purposes of this Section, fair market cost means the amount charged by the
contractor performing the removal or replacement.
18.2. In the event Company installs permanent roof anchors as part of its fall protection measures, Customer
consents to such installation and acknowledges that it will (i) not be removed at the conclusion of the Work;
and (ii) is intended for the sole use of Company in the performance of the Work. Customer acknowledges
and agrees that no other person or entity, including Customer, may use or rely on such permanent roof
anchors for fall protection or related purposes. Customer, for himself or herself, and for Customer’s
successors, agents, and assigns, hereby releases Company from any claim or demand relating to any
prohibited use or reliance on such permanent roof anchors, if applicable.
19. System Access. Customer grants Company and their respective employees, agents, independent contractors, and
contractors the right to reasonably access all of the Property as necessary performance of the Work and the operation,
maintenance, removal, or repair of the System. Customer agrees to ensure all areas of the Property to which Company
may need to access are maintained in a safe and hazard-free condition. This includes removing any potential hazards,
obstacles, or obstructions that could impede the performance of the Work or endanger Company’s employees, agents,
independent contractors, and contractors. Following the completion of the Work, Company shall provide Customer with
reasonable notice of its need to access the property whenever commercially reasonable. Customer hereby agrees that
Company is not responsible for any damage resulting from reasonable entry, access, and use necessary for the
performance of the Work, including but not limited to: sheetrock, paint, wallpaper, flooring, ceilings, walls, cabinetry,
landscaping, etc.
20. Matching. Customer acknowledges and agrees that the performance of the Work may result in mismatches between
existing material and new or reconfigured material used to repair, replace, or relocate damaged or unwanted material
because of (i) texture; (ii) color fading, oxidation, and weathering; (iii) wear and tear, marring, scratching, or
deterioration; or (iv) obsolescence or discontinuation. Company will make a good faith effort to match new or
reconfigured materials with existing materials; however, under no circumstances shall Company be liable for the loss
in value to any property due to mismatch between existing and new or reconfigured materials.
21. Standard of Work. Company shall perform its work in a manner consistent with the level of care and skill ordinarily
exercised by other members of the profession currently working under similar circumstances and shall only engage
others who perform work at the same level of care and skill. It is the solar energy contractor’s responsibility to install the
system per manufacturer instructions, in compliance with the national electric code as enforced by the local jurisdiction,
in compliance with local building codes, and in compliance with the applicable utility’s interconnection standards. Except
as expressly provided in Exhibit 1 to this Agreement, Company hereby disclaims, and Customer unconditionally and
irrevocably waives and releases, any and all actual or potential rights Customer might have against Company regarding
any form of warranty, express or implied, of any kind or type, relating to and concerning the installation, maintenance,
and repair of the System or in connection with Customer’s eligibility or participation in a government or utility energy
credit, rebate, or incentive program. SUCH WAIVER AND RELEASE INCLUDES TO THE FULLEST EXTENT
PERMITTED BY LAW, A WAIVER AND RELEASE OF EXPRESS WARRANTIES (EXCEPT THOSE
REPRESENTATIONS AND WARRANTIES OTHERWISE EXPRESSLY SET FORTH IN EXHIBIT 1), IMPLIED
WARRANTIES, WARRANTIES OF FITNESS FOR A PARTICULAR PURPOSE, WARRANTIES OF
MERCHANTABILITY, WARRANTIES OF HABITABILITY, STRICT LIABILITY, RIGHTS AND CLAIMS OF EVERY KIND
AND TYPE. Customer acknowledges that Company does not provide a warranty as to the amount the System will offset
Customer’s utility usage or bill. The System will provide an amount of power that will not increase beyond its
manufactured capacity; whereas Customer’s usage can increase and decrease depending on factors outside of
Company’s control. Accordingly, the warranties and guaranties expressly stated in Exhibit 1 only relate to what the
System produces and not to Customer’s offset.
22. Remedies. If Customer does not timely pay the Purchase Amount, Reimbursement Fee, or other amounts Customer
is responsible for which are necessary to complete the Work, then Company is released from any further obligations to
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Customer hereunder, including those warranties and guaranties expressly stated in Exhibit 1. Further, Company may
take all steps necessary to collect the amount(s) owing, including, but not limited to: initiating collection attempts, hiring
an attorney or collection agency, shutting off the System, reporting the amounts owing to a credit reporting agency, and
pursuing all lawful remedies to obtain payment.
23. Waiver of Subrogation. Except where prohibited, Company and Customer agree that with respect to any injury or
property loss which is covered by insurance then being carried by Company or Customer, respectively, the party
carrying such insurance and suffering said loss releases the other, and against the partners, members, officers,
employees, agents, and representatives of the other, of and from any and all claims with respect to such loss, and they
further agree that their respective insurance companies shall have no right of subrogation against the other on account
thereof.
24. Transfer of Obligations. Customer agrees to notify Company within sixty days of a transfer of ownership of the System
by way of conveyance of the underlying real property. Except where Customer, the new owner, and Company has
properly accepted the transfer of the obligations under this Agreement to the new owner, Customer remains responsible
for Customer’s obligations under this Agreement.
25. Miscellaneous.
25.1. Notices. All notices required or permitted under this Agreement shall be in writing and shall be deemed
delivered when delivered in person or on the third day after being deposited in the United States mail,
postage paid addressed to Company’s address or sent by electronic delivery (e-mail) to the address
specified most recently by Customer.
25.2. Further Assurances. Each party agrees to execute and deliver such instruments and take such further
action as the other party may, from time to time, reasonably request in order to effectuate the purposes and
to carry out the terms of this Agreement.
25.3. Waiver. The failure of either party to enforce any provision of this Agreement shall not be construed as a
waiver of limitation of that party’s right to subsequently enforce and compel strict compliance with every
provision of this Agreement.
25.4. Non-Reliance. NO EMPLOYEE OR REPRESENTATIVE OF COMPANY IS AUTHORIZED TO MAKE ANY
PROMISE TO CUSTOMER THAT IS NOT CONTAINED IN THIS AGREEMENT CONCERNING COST
SAVINGS, SYSTEM PERFORMANCE, TAX BENEFITS, OR GOVERNMENT OR UTILITY INCENTIVES.
CUSTOMER AGREES NOT TO RELY UPON ANY PROMISE OR ESTIMATE THAT IS NOT INCLUDED
IN THIS AGREEMENT. Customer acknowledges, confirms, and agrees that in entering this Agreement he
or she has not relied on any statement, representation, promise, warranty, guaranty, estimate, or proposal
made by Company, or any of its respective officers, employees, sales representatives, contractors, agents,
or suppliers except as set forth herein.
25.5. Predominant Language. The English-language version of this Agreement controls and prevails in all
aspects in case of inconsistency with the translated version, if any. A copy of the English version of this
Agreement is available upon written request.
25.6. Assignment. Company may sell, assign, transfer, convey, or collateralize, by the operation of law or
otherwise, any portion of its obligations herein. Company may delegate or subcontract to any person or
entity at its sole discretion. Customer shall not assign or delegate any rights or claims under this Agreement
without the prior written consent of Company, and any such assignment or delegation shall be null and
void.
25.7. Amendment. This Agreement may only be modified or amended if amendment is made in writing and signed
by both Parties.
25.8. Severability. If any provisions of this Agreement shall be held to be invalid or unenforceable for any reason,
the remaining provisions shall continue to be valid and enforceable. If a court finds that any provision of this
Agreement is invalid or unenforceable, but that by limiting such provision it would become valid or
enforceable, then such provision shall be deemed to be written, construed, and enforced as so limited.
25.9. Applicable Law. This Agreement shall be governed and construed in accordance with the laws of the State
of Utah without regard to conflicts of laws.
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25.10. Jurisdiction. BOTH PARTIES AGREE THAT ANY SUIT, ACTION, OR PROCEEDING SEEKING TO
ENFORCE ANY PROVISION OF, OR BASED ON ANY MATTER ARISING OUT OF OR IN CONNECTION
WITH, THIS AGREEMENT OR THE TRANSACTIONS CONTEMPLATED HEREBY SHALL BE BROUGHT
IN THE FEDERAL OR STATE COURTS OF UTAH, SO LONG AS ONE OF SUCH COURTS SHALL HAVE
SUBJECT MATTER JURISDICTION OVER SUCH SUIT, ACTION, OR PROCEEDING, AND THAT ANY
CAUSE OF ACTION ARISING OUT OF THIS AGREEMENT SHALL BE DEEMED TO HAVE ARISEN
FROM A TRANSACTION OF BUSINESS IN THE STATE OF UTAH, AND EACH OF THE PARTIES
HEREBY IRREVOCABLY CONSENTS AND SUBMITS, FOR ITSELF AND ITS PROPERTY, TO THE
EXCLUSIVE JURISDICTION OF SUCH COURTS IN ANY SUCH SUIT, ACTION, OR PROCEEDINGS.
25.11. Waiver of Class Action Lawsuits. YOU AND COMPANY AGREE THAT EACH MAY BRING CLAIMS
AGAINST THE OTHER ONLY IN YOUR OR ITS INDIVIDUAL CAPACITY AND NOT AS A PLAINTIFF OR
CLASS MEMBER IN ANY PURPORTED CLASS OR REPRESENTATIVE ACTION. UNLESS YOU BOTH
AGREE OTHERWISE, NEITHER PARTY MAY CONSOLIDATE MORE THAN ONE PERSON’S CLAIMS
AGAINST THE OTHER.
25.12. Entire Agreement. This Agreement and all Agreement Documents contain the entire agreement of the
Parties and there are no other promises or conditions in any other agreement whether oral or written. This
Agreement and each and every term and condition hereof, shall inure to the benefit of, and shall be binding
upon, the Parties hereto and their respective permitted successors and assigns.
25.13. Counterparts. This Agreement may be executed in any number of counterparts, each of which when
executed and delivered shall be deemed to be an original, and all of which when taken together constitute
one and the same Agreement.
26. Licenses. BRS Field Ops, LLC and its subcontractors, suppliers, and independent contractors may be licensed and
regulated by the authority in which your System is located. The Washington State Department of Labor and Industries
Contractor Verification Tool can be found at //secure.lni.wa.gov/verify/.
The following individual is the sales representative for this project. He or she may be contacted through BRS Field Ops,
LLC, or as follows:
Sales Representative Name _______________________________________________________________________
Business Address ______________________________________________________________________________
Phone ______________________________________ Email ____________________________________________
27. Signatures. Execution of this Agreement may be in the form of an electronic or similar signature, and such signature
shall be treated as an original signature for all purposes.
28. Assignment of Renewable Energy Credits.
28.1. Assignment of Renewable Energy Credits Proceeds. If applicable, Customer hereby absolutely assigns,
transfers, and conveys to Company (or its designee), without recourse to Customer, all Customer’s rights,
title, interest, and duties in and to all proceeds generated by the sale of solar renewable energy credits and
certificates generated by the System (“Solar Proceeds”), including all general environmental benefits and
attributes of the System, whether currently existing or existing in the future, and regardless of how the Solar
Proceeds is registered, on what registry it is listed, or to whom the Solar Proceeds is sold. Where Solar
Proceeds are sold or traded separately from the electricity generated by the System for household
consumption or exported back to the utility in a process ordinarily referred to as “net metering,” the
assignment of Solar Proceeds under this Section does not assign net metering credits. Customer hereby
covenants that it will transfer any and all proceeds generated by the sale of the Solar Proceeds to Company.
Consideration for the Assignment of the Solar Proceeds may be used to offset the purchase price or
financing cost of the System. Company hereby accepts and assumes the Assignment and the transfer of
proceeds as previously described.
support@blueravensolar.com
Jake Lambson
1403 North Research Way, Orem, UT 84097
800-377-4480
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28.2. No Assignment. Except as expressly provided above, the rights, titles, interests, or duties of Customer in
and to Solar Proceeds or any proceeds thereof, shall not be assigned, registered, or otherwise transferred
by Customer without the prior written consent of Company.
28.3. Further Assurances. Customer agrees to execute and deliver such instruments and take such further action
as Company, RECs purchaser (or its designee), or other third-party may, from time to time, reasonably
request in order to effectuate the intent and accomplish the purposes of the above-stated assignments and
corresponding transfers of sale proceeds to Company (or its designee) and the consummation of the
transactions contemplated thereby, including the Schedule A Form where required, which is attached
hereto. Customer agrees at all times to maintain internet or cellular connection to the approved monitoring
platform for the purposes of System monitoring. Customer further agrees to cooperate, assist, and provide
Company (or its designee) access to Customer’s monthly electric and utility information for purposes of
verifying RECs or other environmental attributes generation and/or qualification. Such access may be
through the inverter or microinverter production monitoring portal, or through a kilowatt-hour meter (or other
similar device), which meter or device may automatically provide necessary usage information to Company
(or its designee). Customer agrees that if such device is not functional, operational, or otherwise not in use,
Customer will provide Company (or its designee) with such information in the intervals required by the
applicable market or registry.
28.4. Ongoing Obligations. If Customer receives payment or a price reduction from Company for their
participating in an incentive program based on System performance, Customer acknowledges these
benefits depend on the System functioning correctly and being fully monitored. If the System is removed or
disconnected during the program, Customer agrees to repay Company for any unearned payment or
contract-price reduction that Company must return to the program administrator.
29. Limitation of Liability. Except as expressly stated in Exhibit 1, Customer hereby agrees that Company’s total liability
for any and all injuries, claims, liabilities, losses, costs, expenses, or damages whatsoever, including without limitation,
attorneys’ fees and costs to Customer and any third party arising out of or in any way related to Company’s Work,
System installation, or this Agreement, from any cause or causes, including but not limited to, Company’s negligence,
errors, omissions, breach of contract or any duty, is limited to the lowest amount required by applicable law. Customer
agrees that Company and any contracted parties are not liable to Customer for consequential, incidental, punitive,
nominal, exemplary, or special damages. In no event shall Company be liable for any difference between estimated
savings or payments and actual savings or payments received, or for Customer’s failure to achieve a specified amount
of savings or payments, in connection with Customer’s eligibility or participation in any government or utility energy
credit, rebate, or incentive program.
COMPANY PROVIDES NO GUARANTY OR WARRANTY THAT ANY BATTERY INSTALLED PURSUANT TO THIS
AGREEMENT WILL BE ABLE TO PROVIDE BACKUP POWER IN WHOLE OR IN PART DURING ANY POWER
OUTAGES. BACKUP AVAILABILITY IS SUBJECT TO NUMEROUS FACTORS BEYOND COMPANY’S CONTROL,
SUCH AS BATTERY CHARGE CAPACITY OR LOAD DEMAND. AS SUCH, COMPANY DISCLAIMS LIABILITY FOR
ANY DAMAGES RESULTING FROM THE UNAVAILABILITY OF BATTERY POWER DURING A POWER OUTAGE,
INCLUDING BUT NOT LIMITED TO DAMAGES RELATED TO THE FAILURE OF THE BATTERY TO POWER LIFE
SUPPORT OR OTHER MEDICAL DEVICES DURING A POWER OUTAGE. COMPANY PROVIDES NO GUARANTEE
THAT THE SYSTEM INSTALLED PURSUANT TO THIS AGREEMENT CAN BE UPGRADED IN THE FUTURE.
30. Manufacturer Warranties. Company warrants that the PV and Battery, if any, devices and components (the
“Equipment”) installed under this Agreement will be made from new parts with industry standard warranties. The
Equipment will carry the manufacturer’s warranty as specified by the manufacturer on their website. Company shall
assign all Equipment warranties to Customer. For additional information regarding this warranty, see Exhibit 1: Limited
Warranty and Guaranty addended hereto.
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The major System components carry the manufacturer’s warranty period as follows:
MAJOR PV SYSTEM COMPONENTS MAJOR BATTERY COMPONENTS
PV Panels: _________________________________ Batteries: __________________________________
Inverters: __________________________________
31. Customer Acknowledgement. Customer hereby acknowledges and agrees that:
31.1. Actual utility rates may go up or down and actual savings, if any, may vary. Historical data are not
necessarily representative of future results. For further information regarding rates, contact your local utility
or the State Commerce Commission or Public Utilities Commission.
31.2. The offset amount is not guaranteed; only the estimated System production used for administering the
production guaranties expressly stated in Exhibit 1 is guaranteed.
31.3. Battery backup of electric appliances and length of backup duration is not guaranteed. Where applicable,
Customer’s own Battery backup and length duration is subject to numerous factors beyond Company’s
control, such as Battery charge capacity, previous work and unforeseen conditions, Site and Battery
location, ambient temperature, household energy consumption, and System production. Some electric
appliances may not be compatible with Battery backup.
31.4. Where battery backup is not applicable, a solar energy system will automatically disconnect the solar
energy system from the utility grid in the event of a power outage to protect utility repair personnel from a
risk of electric shock from the electricity that could otherwise flow into the utility distribution system from the
solar energy system and that if this occurs, THE SOLAR ENERGY SYSTEM WILL NOT PROVIDE ANY
ELECTRICITY TO THE CUSTOMER DURING THE POWER OUTAGE.
31.5. Actual savings or payments under government or utility incentive programs are based on estimated and/or
actual System size and/or production as calculated by the program administrator in its sole and absolute
discretion.
31.6. The System production and size estimates used in this Agreement and the Agreement Documents to
anticipate your estimated incentive program savings or payments are not guaranteed. Actual System
production may go up and down, those administering the program may calculate System size and/or
production differently from Company, and actual savings or payments under the program, if any, may vary.
31.7. Except as may be required, savings or payments under government or utility incentive programs are issued
directly to Customer. Company will never issue you any such program savings or payments and will never
compensate you for any difference between estimated program savings or payments and actual savings or
payments received.
31.8. Except as may be required, Customer is solely responsible for ensuring that all required information,
documentation, and paperwork for tax and other government or utility energy credits, rebates, or incentives,
is obtained and submitted correctly and on-time.
31.9. [Reserved]
31.10. As may be required by the manufacturer for the reinforcement of the manufacturer warranty, Customer
agrees that they are responsible for keeping the System free of dirt, snow, debris, and/or critter infestation.
31.11. If you are in a state that allows you to select an electrical supplier, switching suppliers will cancel your net
metering and require you to set up new net metering. Depending on the supplier, this can be a lengthy
process, and Company is not obligated to assist during such transition. Further, any production guaranties
offered in Exhibit 1 are suspended during the time your System is not approved for net metering.
31.12. Tax and other government or utility incentives vary as to eligibility, participation, and refundability and are
subject to change or termination by executive, legislative, or regulatory action, which may impact savings
and payments estimates.
31.13. Approval of your application to any government or utility incentive programs is not guaranteed.
31.14. The addition of a solar energy system may affect the value of the structure as determined by the county
assessor and any change in value may be reflected in annual property taxes.
0 25 years
25 years
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31.15. You agree to review all tax credits with a tax professional to determine what is actually available to you,
and you will not rely on any information from sources other than a tax professional.
31.16. The utility may credit, refund, or discard any unused net metering or other applicable bill credits from on-
site generation at their sole discretion.
31.17. You will still receive a monthly utility bill.
32. Customer Data. Your privacy is important to BRS Field Ops, LLC. For a copy of our Privacy Policy, which covers how
we collect, use, disclose, transfer, and store your information, please visit our website at //blueravensolar.com/privacy-
policy/ or call 800-377-4480. By initialing below, you acknowledge your receipt of and opportunity to review such Privacy
Policy:
Customer Initials: ___________
33. Required Notices. By initialing below, Customer acknowledges and agrees they have read and understand the
following:
IF YOU INTEND TO OBTAIN A LOAN TO PAY FOR ALL OR PART OF THE CONTRACT, IT IS
RECOMMENDED THAT YOU WAIT UNTIL RECEIVING FINANCIAL APPROVAL BEFORE SIGNING
THIS SOLAR ENERGY INSTALLATION CONTRACT. IN ADDITION, IF YOU INTEND TO OBTAIN A
LOAN TO PAY FOR ALL OR PART OF THE CONTRACT, IT IS RECOMMENDED THAT YOU VERIFY
WHETHER LOAN PAYMENTS ARE DUE BEFORE THE SYSTEM IS OPERATIONAL. NOTHING IN
THIS CONTRACT ALTERS YOUR RESPONSIBILITY TO PAY YOUR ELECTRIC UTILITY COMPANY
FOR AMOUNTS DUE ON YOUR ELECTRIC BILL.
CUSTOMER’S RIGHT TO CANCEL: YOU HAVE THE RIGHT TO CANCEL YOUR SOLAR ENERGY
INSTALLATION CONTRACT WITHIN THREE BUSINESS DAYS OF CONTRACT SIGNING. YOUR
NOTICE OF CANCELLATION MUST BE MADE IN WRITING AND EMAILED OR MAILED VIA
CERTIFIED LETTER TO THE CONTACTS LISTED IN THIS CONTRACT.
Before you need to repair or replace your roof, review the warranties included in your solar energy
installation contract to ensure you comply with them. You will be responsible for all costs and work needed
to uninstall and reinstall the solar energy system and interconnect it with your utility company.
If you are a residential customer, you must have sufficient tax liability to utilize the residential clean energy
credit. You will not receive these funds directly; you can only offset the taxes that you owe to the federal
government. IF YOU ARE PARTICIPATING IN GOVERNMENT ASSISTANCE PROGRAMS OR ARE
ON A FIXED INCOME, YOU MAY NOT BE ELIGIBLE FOR THIS TAX CREDIT. The cost of roof repairs
should not be included in calculating the tax credit. It is recommended that you consult a tax attorney if
you are relying on the tax credit to afford the cost of the solar energy installation.
[Signature Page to Follow]
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v.29.01 - 13 -
Reed Farnsworth
President
YOU, THE BUYER, MAY CANCEL THIS PURCHASE AT ANY TIME PRIOR TO MIDNIGHT OF A DATE NOT EARLIER
THAN THE THIRD BUSINESS DAY AFTER THE DATE OF THIS TRANSACTION. SEE THE ATTACHED NOTICE OF
CANCELLATION FORM FOR AN EXPLANATION OF THIS RIGHT.
IN ADDITION TO THE STATUTORY RIGHT TO CANCEL PROVIDED ABOVE, CUSTOMER HAS THREE (3) DAYS
AFTER DELIVERY OF THE INITIAL FINAL DESIGN FOLLOWING THE SITE SURVEY TO CANCEL THIS AGREEMENT
WITHOUT ANY PENALTY OR OBLIGATION.
IN WITNESS WHEREOF, the Parties hereto have caused this Agreement to be executed as of the Effective Date.
BRS FIELD OPS, LLC
CUSTOMER
Signature Signature
Name: ____________________________________
Name: _____________________________________
Title: ______________________________________
Date: ______________________________________
Date: ______________________________________
12 / 05 / 2024
12 / 05 / 2024
Emmbrekas Spears
Document Ref: APA3V-MXEFZ-EOBNK-O3Y34 Page 13 of 18
NOTICE OF CANCELLATION
Transaction Date: _____________
YOU MAY CANCEL THIS TRANSACTION, WITHOUT ANY PENALTY OR OBLIGATION,
WITHIN THREE (3) BUSINESS DAYS FROM THE ABOVE DATE. IF YOU CANCEL, ANY
PROPERTY TRADED IN, ANY PAYMENTS MADE BY YOU UNDER THE CONTRACT OR SALE,
AND ANY NEGOTIABLE INSTRUMENT EXECUTED BY YOU WILL BE RETURNED WITHIN 10
BUSINESS DAYS FOLLOWING RECEIPT BY THE SELLER OF YOUR CANCELLATION NOTICE,
AND ANY SECURITY INTEREST ARISING OUT OF THE TRANSACTION WILL BE CANCELLED.
IF YOU CANCEL, YOU MUST MAKE AVAILABLE TO THE SELLER AT YOUR RESIDENCE,
IN SUBSTANTIALLY AS GOOD CONDITION AS WHEN RECEIVED, ANY GOODS DELIVERED TO
YOU UNDER THIS CONTRACT OR SALE; OR YOU MAY IF YOU WISH, COMPLY WITH THE
INSTRUCTIONS OF THE SELLER REGARDING THE RETURN SHIPMENT OF THE GOODS AT
THE SELLER’S EXPENSE AND RISK.
IF YOU DO MAKE THE GOODS AVAILABLE TO THE SELLER AND THE SELLER DOES
NOT PICK THEM UP WITHIN 20 DAYS OF THE DATE OF YOUR NOTICE OF CANCELLATION,
YOU MAY RETAIN OR DISPOSE OF THE GOODS WITHOUT ANY FURTHER OBLIGATION. IF
YOU FAIL TO MAKE THE GOODS AVAILABLE TO THE SELLER, OR IF YOU AGREE TO RETURN
THE GOODS TO THE SELLER AND FAIL TO DO SO, THEN YOU REMAIN LIABLE FOR
PERFORMANCE OF ALL OBLIGATIONS UNDER THE CONTRACT.
TO CANCEL THIS TRANSACTION, MAIL OR DELIVER A SIGNED AND DATED COPY OF
THIS CANCELLATION NOTICE OR ANY OTHER WRITTEN NOTICE, OR SEND A TELEGRAM, TO:
BRS FIELD OPS, LLC
1403 N. Research Way
Orem, UT 84097
NOT LATER THAN MIDNIGHT OF ______________ [provided this date is not earlier than
the Transaction Date plus three business days].
I, _________________________ (print name), hereby elect to cancel this Agreement, and affirm
that this cancellation was sent within three (3) business days from the Transaction Date above.
__________________________________
Customer Signature
Date: _____________________________
IN ADDITION TO THE STATUTORY RIGHT TO CANCEL PROVIDED ABOVE, CUSTOMER HAS
THREE (3) DAYS AFTER DELIVERY OF THE INITIAL FINAL DESIGN FOLLOWING THE SITE
SURVEY TO CANCEL THIS AGREEMENT WITHOUT ANY PENALTY OR OBLIGATION.
12 / 15 / 2024
12 / 05 / 2024
Document Ref: APA3V-MXEFZ-EOBNK-O3Y34 Page 14 of 18
NOTICE OF CANCELLATION
Transaction Date: _____________
YOU MAY CANCEL THIS TRANSACTION, WITHOUT ANY PENALTY OR OBLIGATION,
WITHIN THREE (3) BUSINESS DAYS FROM THE ABOVE DATE. IF YOU CANCEL, ANY
PROPERTY TRADED IN, ANY PAYMENTS MADE BY YOU UNDER THE CONTRACT OR SALE,
AND ANY NEGOTIABLE INSTRUMENT EXECUTED BY YOU WILL BE RETURNED WITHIN 10
BUSINESS DAYS FOLLOWING RECEIPT BY THE SELLER OF YOUR CANCELLATION NOTICE,
AND ANY SECURITY INTEREST ARISING OUT OF THE TRANSACTION WILL BE CANCELLED.
IF YOU CANCEL, YOU MUST MAKE AVAILABLE TO THE SELLER AT YOUR RESIDENCE,
IN SUBSTANTIALLY AS GOOD CONDITION AS WHEN RECEIVED, ANY GOODS DELIVERED TO
YOU UNDER THIS CONTRACT OR SALE; OR YOU MAY IF YOU WISH, COMPLY WITH THE
INSTRUCTIONS OF THE SELLER REGARDING THE RETURN SHIPMENT OF THE GOODS AT
THE SELLER’S EXPENSE AND RISK.
IF YOU DO MAKE THE GOODS AVAILABLE TO THE SELLER AND THE SELLER DOES
NOT PICK THEM UP WITHIN 20 DAYS OF THE DATE OF YOUR NOTICE OF CANCELLATION,
YOU MAY RETAIN OR DISPOSE OF THE GOODS WITHOUT ANY FURTHER OBLIGATION. IF
YOU FAIL TO MAKE THE GOODS AVAILABLE TO THE SELLER, OR IF YOU AGREE TO RETURN
THE GOODS TO THE SELLER AND FAIL TO DO SO, THEN YOU REMAIN LIABLE FOR
PERFORMANCE OF ALL OBLIGATIONS UNDER THE CONTRACT.
TO CANCEL THIS TRANSACTION, MAIL OR DELIVER A SIGNED AND DATED COPY OF
THIS CANCELLATION NOTICE OR ANY OTHER WRITTEN NOTICE, OR SEND A TELEGRAM, TO:
BRS FIELD OPS, LLC
1403 N. Research Way
Orem, UT 84097
NOT LATER THAN MIDNIGHT OF ______________ [provided this date is not earlier than
the Transaction Date plus three business days].
I, _________________________ (print name), hereby elect to cancel this Agreement, and affirm
that this cancellation was sent within three (3) business days from the Transaction Date above.
__________________________________
Customer Signature
Date: _____________________________
IN ADDITION TO THE STATUTORY RIGHT TO CANCEL PROVIDED ABOVE, CUSTOMER HAS
THREE (3) DAYS AFTER DELIVERY OF THE INITIAL FINAL DESIGN FOLLOWING THE SITE
SURVEY TO CANCEL THIS AGREEMENT WITHOUT ANY PENALTY OR OBLIGATION.
12 / 15 / 2024
12 / 05 / 2024
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v.29.01 i
Exhibit 1: Limited Warranty and Guaranty
BRS FIELD OPS, LLC is the solar company installing the System and the company responsible for administering the
warranties and guaranties under this Limited Warranty and Guaranty.
BRS FIELD OPS, LLC
1403 N. Research Way
Orem, UT 84097
800-377-4480
support@blueravensolar.com
License #_________
COST ASSUMPTIONS
System Cost: $ _____________________________ IF APPLICABLE, SALES TAX IS INCLUDED IN THE
COST
REBATES, CREDITS & INCENTIVES ASSUME
SUCCESSFUL APPLICATION TO A GOVERNMENT
OR UTILITY INCENTIVE PROGRAM, EXECUTION
AND DELIVERY OF ALL REQUIRED
INSTRUMENTS, AND SYSTEM ENERGIZATION
NET AMOUNT MAY BE DIFFERENT IF CUSTOMER
APPLIES DEPRECIATION OR OTHER EXCLUDED
INCENTIVES TO PAYING DOWN THE SYSTEM
PRICE
Solar Rebate: $ _____________________________
Down Payment (if applicable): $ ________________
PURCHASE AMOUNT: $ ________________
Federal Tax Credit (30%): $ ___________________
State Incentive: $ ____________________________
Other Incentive: $ ___________________________
NET SYSTEM COST: $ ________________
PV ASSUMPTIONS BATTERY ASSUMPTIONS
Total System Size (kW): ______________________ Number of Batteries: _________________________
Yearly Solar Production (kWh): _________________ Battery Storage Capacity (kWh): ________________
Annual System Degradation: __________________
ADDITIONAL DISCLOSURES:
Company will not perform regular maintenance and repairs on the System.
X If this box is selected, Customer agrees to the assignment of renewable energy credits according to the terms
and conditions of the Agreement.
X If this box is selected, the pricing terms above will not change if the System is not selected for a government
or utility incentive program.
COMPANY WARRANTS AS FOLLOWS:
1. Limited Warranty.
(a) Workmanship. Company, for a period of ten (10) years from installation, warrants that the System will be
designed, engineered, and constructed to meet the requirements of this Agreement and is capable of operating free of
major defects and in accordance with all System manufacturer specifications. Company further warrants that the System,
and each device and component of the System incorporated therein, will be new, will be of suitable grade of their respective
kinds for their intended use as specified herein, and shall conform in all respects to all applicable requirements of applicable
laws, all governmental approvals, the plans and specifications prepared in accordance with this Agreement and all
0
0
0
7.31
0
34223
0.5%
10267
0
23956
7127
34223
0
BRSFIFO820N3
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v.29.01 ii
descriptions set forth herein, applicable engineering and construction codes and standards, and all other requirements of
this Agreement.
(b) Roof. Company, for a period of ten (10) years from installation, warrants that, with respect to all roof
penetrations made by Company, such roof penetrations, limited to three (3) inch radius of the roof penetration, shall be free
from material defects in workmanship and shall be sealed or flashed to eliminate any liquid or vapor penetration, and that
such roof penetrations shall not affect or otherwise diminish the strength, integrity, water-proofing, or balance of any
underlying roof structure.
(c) Equipment. Company warrants that the PV and Battery, if any, devices and components (the “Equipment”)
installed under this Agreement will be made from new parts with industry standard warranties. The Equipment will carry the
manufacturer’s warranty as specified by the manufacturer on their website. Company shall assign all Equipment warranties
to Customer. Subject to and on condition that notice of defect was given to Company within two (2) years from installation
and manufacturer actually repairs and/or replaces the Equipment, Company shall furnish all reasonable labor and materials
necessary to accomplish the required repair and/or replacement of the defective item. To the extent that manufacturer
repairs and/or replaces the Equipment after two (2) years from installation, Customer acknowledges and agrees to furnish
and bear the cost of all labor and materials necessary to accomplish the required repair and/or replacement of the defective
item, unless otherwise provided by manufacturer warranty. Company makes no warranty, express or implied, concerning
the Equipment except as provided herein.
2. PV Guaranty.
(a) For purposes hereof, the term “Guaranty Period” shall mean a period of two (2) years from the final
completion of Customer’s System.
(b) If, for any consecutive three (3) month period during the Guaranty Period, the actual System output, as
measured in kWh by the System’s monitoring system (“Actual System Output”), is more than fifty percent (50%) below the
projected total in kWh of the “Estimated System Output” for the same three (3) month period, as set forth in the Final Design
related to the System, Company shall be obligated to cure any shortfall such that Actual System Output is within ten percent
(10%) of Estimated System Output going forward. If your residence is not able to support additional panels for any reason,
Company shall pay you the present value of the difference in what the utility cost should have been to you versus what it
was to you due to the shortfall less ten percent as projected over a two (2) year period. Company is not obligated to
compensate for any additional usage beyond the amounts set forth in the Final Design.
(c) If, for any continuous eighteen (18) month period during the Guaranty Period, the Actual System Output is
more than fifteen percent (15%) below the projected total in kWh of the Estimated System Output for the same eighteen (18)
month period, as set forth in the Final Design, Company shall be obligated to cure any shortfall such that Actual System
Output is within ten percent (10%) of Estimated System Output going forward. If your residence is not able to support
additional panels for any reason, Company shall pay you the difference in what the utility cost should have been versus
what it was to you due to the shortfall, less ten percent, over the Guaranty Period. Company is not obligated to compensate
for any additional usage beyond the amounts set forth in the Final Design.
(d) Notwithstanding the foregoing, Company shall have no obligation with respect to the Guaranty provided
herein to the extent Customer does not have adequate cellular or internet coverage as required by the approved monitoring
platform or Company is otherwise unable to monitor Actual System Output. Further, Company shall have no obligation with
respect to the foregoing Guaranty for any loss of System production relating to tree shade where the relocation, removal,
or trimming of such trees was a material assumption of the Estimated System Output. For the avoidance of doubt,
Company is not responsible for keeping the System free of dirt, snow, debris, and/or critter infestation.
3. Warranty and Guaranty Administration.
(a) Unless otherwise provided, Company’s warranty and guaranty obligation stated herein are limited to those
defects or deficiencies which become apparent within the applicable warranty or Guaranty Period set forth above.
(b) If Company’s warranty or guaranty obligations stated herein are breached, or a defect or deficiency covered
by Company is discovered during the applicable warranty or Guaranty Period set forth above, upon notice to Company,
Company shall promptly repair, replace, correct the deficiency, and/or agree to an equitable price adjustment.
(c) All reasonable labor and material costs necessary to Company’s performance of its warranty and guaranty
obligations shall be borne by Company.
4. Warranty and Guaranty Exclusions. The warranty and guaranty obligations stated herein do not extend to:
Document Ref: APA3V-MXEFZ-EOBNK-O3Y34 Page 17 of 18
v.29.01 iii
(a) Eligibility or participation in a government or utility energy credit, rebate, or incentive program.
(b) Damage, malfunction, or degradation of electrical output or System performance caused by or resulting
from:
i. Customer’s failure to properly operate or maintain the System, and system components, in
accordance with manufacturer’s published instructions available online;
ii. Any repair, replacement, modification, enhancement, or reinstallation of the System or any part
thereof using a part or service not provided or authorized;
iii. An accident, alteration, negligence, vandalism, or other misconduct by Customer, subsequent
owner or any third party, including, but not limited to, damage from golf balls, objects from others,
or other impacts caused by persons; earthquake, fire, flood, or other acts of God; excessive heat
or excessive cold where Battery is located; or snow covering or a snow load damaging the System;
and
iv. A power or voltage surge caused by someone other than Company including, without limitation a
grid supply voltage outside of standard range specified by your local utility or the System
specifications or as a result of a local power outage or curtailment.
(c) Except when installed by Company under agreement, electricity storage equipment such as batteries,
battery cables, charge controllers, and battery management electronics, and any damage, malfunction, or reduced
production in any way caused by or associated with the failure or non-performance, for any reason, of such electricity
storage equipment.
(d) Any roof performance issues:
i. not related to roof penetration made as part of the installation of the System; or
ii. otherwise covered by Customer’s homeowner’s insurance.
(e) Loss of System production from shade where the relocation, removal, or trimming of trees or other
obstructions was a material assumption of the Estimated System Output.
(f) Use of a Battery installed pursuant to this Agreement as the primary or backup source for medical
equipment.
(g) Any pre-existing conditions existing any time prior to installation. Company is not obligated to warranty or
guaranty any pre-existing conditions of Customer and is fully released from all liability associated with such pre-existing
conditions, including, but not limited to, poor roof conditions.
(h) Company’s warranty and guaranty obligations cease if the System is removed and replaced for roof work
or other purposes, or if the System is serviced by unauthorized service providers. The period of Company’s warranty and
guaranty obligations is not extended when remedial work is performed. The warranty and guaranty obligations also do not
transfer to new properties purchased by Customer, even if Customer takes the System to the new property.
(i) Any Company and/or manufacturer warranty and guaranty obligations concerning Batteries installed
pursuant to this Agreement shall cease if such Battery is charged from any source other than your PV modules.
(j) COMPANY PROVIDES NO GUARANTY OR WARRANTY THAT ANY BATTERY INSTALLED
PURSUANT TO THIS AGREEMENT WILL BE ABLE TO PROVIDE BACKUP POWER IN WHOLE OR IN PART DURING
ANY POWER OUTAGES. COMPANY PROVIDES NO GUARANTEE THAT ANY BATTERY INSTALLED PURSUANT TO
THIS AGREEMENT CAN BE UPGRADED IN THE FUTURE.
5. Transfer of Warranties/Guarantees. Company will accept and honor any valid and properly submitted claim under
this Limited Warranty and Guaranty made during the applicable warranty or guarantee period by any bona fide person to
whom Customer properly transfers ownership to the System by way of conveyance of the underlying real property.
[Remainder of Page Intentionally Left Blank]
Document Ref: APA3V-MXEFZ-EOBNK-O3Y34 Page 18 of 18
Signature Certificate
Reference number: APA3V-MXEFZ-EOBNK-O3Y34
Document completed by all parties on:
06 Dec 2024 00:30:59 UTC
Page 1 of 1
Signer Timestamp Signature
Emmbrekas Spears
Email: rtp941@yahoo.com
Recipient Verification:
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Viewed:06 Dec 2024 00:28:43 UTC
Signed:06 Dec 2024 00:30:59 UTC
✔Email verified 06 Dec 2024 00:28:43 UTC
IP address: 76.135.15.120
Location: Olympia, United States
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What is the Renewable Energy Investment Tax Credit Program?
The federal residential renewable energy tax credit (RRETC) program, authorized under 26 USC § 25D,
encourages the residential use of renewable energy by providing a federal tax credit to owners of solar energy
generators that meet certain performance and quality standards.
The RRETC tax credit is a non-refundable, dollar-for-dollar reduction in the federal income taxes you may owe.
Think of it like an IRS coupon that reduces the amount you pay the federal government. For example, claiming
a $1,000 RRETC federal tax credit would reduce your federal income tax liability by $1,000. This is a non-
refundable tax credit, which means you will not get a tax refund for the amount of the tax credit that exceeds
your tax liability. It is important to understand that you can carry over any unused portion of the RRETC tax credit
to the next tax year for up to four years. You must have sufficient tax liability in order to take advantage of the
full federal RRETC. The only way you would get a refund from the government is if the amount of taxes withheld
from you exceeded the amount that you owed, less the RRETC credit amount. In other words, this incentive is
a credit towards taxes that are paid or owed to the government. While most customers who qualify for
BLUEPOWER® have a large enough tax liability to take full advantage of the RRETC tax credit, you should
consult your tax advisor for advice on your specific situation.
Tax and Legal Advice Disclaimer
THIS MATERIAL HAS BEEN PREPARED FOR INFORMATIONAL PURPOSES ONLY. IT DOES NOT
CONSTITUTE PROFESSIONAL TAX OR LEGAL ADVICE AND SHOULD NOT BE RELIED ON AS THE ONLY
SOURCE OF INFORMATION WHEN MAKING PURCHASING, INVESTMENT, OR TAX DECISIONS OR
WHEN EXECUTING THIS OR OTHER BINDING DOCUMENTS.
TAX AND OTHER FEDERAL, STATE, AND LOCAL INCENTIVES VARY AS TO REFUNDABILITY AND ARE
SUBJECT TO CHANGE OR TERMINATION BY LEGISLATIVE OR REGULATORY ACTION, WHICH MAY
IMPACT SSAVINGS ESTIMATES. CONSULT A TAX AND LEGAL PROFESSIONAL FOR MORE
INFORMATION.
The information contained herein is general in nature and is based on information estimates provided you,
demographic, regional, and industry assumptions, and from other sources that are subject to change. The
Company guarantees neither the accuracy nor completeness of any information obtained from outside sources
and is not responsible for any errors or omissions or for results obtained by you or others in reliance upon such
information. The Company assumes no obligation to inform you of any changes in tax laws or other factors that
could affect information contained herein. This information does not, and is not intended to, provide legal, tax, or
accounting advice. You should consult your tax advisor concerning the application of tax laws to your particular
situation.
Customer Initials:
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2023Instructions for Form 5695
Residential Energy Credits
Department of the TreasuryInternal Revenue Service
Section references are to the Internal Revenue Code unless otherwise noted.
General Instructions
Future Developments
For the latest information about developments related to Form 5695 and its instructions, such as legislation enacted after they were published, go to IRS.gov/Form5695.
What’s New
Residential clean energy credit. The residential clean energy credit added a credit for qualified battery storage technology. Battery storage technology costs are allowed for the residential clean energy credit for expenses paid after December 31, 2022. See Qualified battery storage technology costs, later, for details.
Biomass fuel property costs are no longer allowed for the Residential Clean Energy Credit for property placed in service after December 31, 2022.
Energy efficient home improvement credit. The energy efficient home improvement credit is now divided into two sections to differentiate between qualified energy efficiency improvements and residential energy property expenditures.
For the energy efficient home improvement credit, the lifetime limitation has been replaced by an annual credit limit. A 30% credit, up to a maximum of $1,200, may be allowed for:•Insulation material or air sealing material or systems,•Exterior doors,•Windows and skylights,•Central air conditioners,•Natural gas, propane or oil water heaters,•Natural gas, propane or oil furnaces or hot water boilers,•Improvements or replacement of panelboards, subpanelboards, branch circuits or feeders, and•Home energy audits.The limits for each category of these items that qualify for a credit is discussed later in Section A—Qualified Energy Efficiency Improvements.
Heat pumps and heat pump water heaters, biomass stoves and biomass boilers have a separate annual credit limit of $2,000 with no lifetime limitation, which replaces the prior lifetime limitation of $500.
For additional information and Frequently Asked Questions about energy efficient home improvements and residential clean energy property credits, see Fact Sheet 2022-40 at https://www.irs.gov/pub/taxpros/fs-2022–40.pdf.
Reminders
Residential energy efficient property credit. The residential energy efficient property credit is now the residential clean energy credit. The credit rate for property placed in service in 2022 through 2032 is 30%.
Energy efficient home improvement credit. The nonbusiness energy property credit is now the energy efficient home improvement credit. The credit is extended to property placed in service through December 31, 2032.
Purpose of Form
Use Form 5695 to figure and take your residential energy credits. The residential energy credits are:
•The residential clean energy credit, and•The energy efficient home improvement credit.
Also use Form 5695 to take any residential clean energy credit carryforward from 2022 Form 5695 or to carry the unused portion of the residential clean energy credit to 2024.
Who Can Take the Credits
You may be able to take the credits if you made energy saving improvements to your home located in the United States in 2023.
Home. A home is where you lived in 2023 and can include a house, houseboat, mobile home, cooperative apartment, condominium, and a manufactured home that conforms to Federal Manufactured Home Construction and Safety Standards.
You must reduce the cost basis of your home if a residential energy credit is allowed for any expense for any property. The increase in the basis of the property that would result from the expenses will be reduced by the amount of the allowed credit.
Main home Your main home is generally the home where you live most of the time. A temporary absence due to special circumstances, such as illness, education, business, military service, or vacation, won't change your main home
Costs. For purposes of both credits, costs are treated as being paid when the original installation of the item is completed, or, in the case of costs connected with the reconstruction of your home, when your original use of the reconstructed home begins. For purposes of the residential clean energy credit only, costs connected with the construction of a home are treated as being paid when your original use of the constructed home begins. If less than 80% of the use of an item is for nonbusiness purposes, only that portion of the costs that is allocable to the nonbusiness use can be used to determine either credit.
The residential clean energy credit (Part I) is available for both existing homes and homes being constructed. The energy efficient home improvement credit (Part II) is only available for existing homes.
IRS guidance issued with respect to the energy credit under section 48, such as Notice 2018-59 and Notice 2021-41, does not apply to the residential energy credits.
Association or cooperative costs. If you are a member of a condominium management association for a condominium you own or a tenant-stockholder in a cooperative housing corporation, you are treated as having paid your proportionate share of any costs of such association or corporation.
If you received a subsidy from a public utility for the purchase or installation of an energy conservation product and that subsidy wasn't included in your gross income, you must reduce your cost for the product by the amount of that subsidy before you figure your credit. This rule also applies if a third party (such as a contractor) receives the subsidy on your behalf.
Residential Clean Energy Credit
(Part I)
If you made energy saving improvements to more than one home that you used as a residence during 2023, enter the total of those costs on the applicable line(s) of one Form 5695. For qualified fuel cell property, see Lines 7a and 7b, later.
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You may be able to take a credit of 30% of your costs of qualified solar electric property, solar water heating property, small wind energy property, geothermal heat pump property, battery storage technology, and fuel cell property. Include any labor costs properly allocable to the onsite preparation, assembly, or original installation of the residential clean energy property and for piping or wiring to interconnect such property to the home. The credit amount for costs paid for qualified fuel cell property is limited to $500 for each one-half kilowatt of capacity of the property.
Qualified solar electric property costs. Qualified solar electric property costs are costs for property that uses solar energy to generate electricity for use in your home located in the United States. No costs relating to a solar panel or other property installed as a roof (or portion thereof) will fail to qualify solely because the property constitutes a structural component of the structure on which it is installed. Some solar roofing tiles and solar roofing shingles serve the function of both traditional roofing and solar electric collectors, and thus serve functions of both solar electric generation and structural support. These solar roofing tiles and solar roofing shingles can qualify for the credit. This is in contrast to structural components such as a roof's decking or rafters that serve only a roofing or structural function and thus do not qualify for the credit. The home doesn't have to be your main home.
Qualified solar water heating property costs. Qualified solar water heating property costs are costs for property to heat water for use in your home located in the United States if at least half of the energy used by the solar water heating property for such purpose is derived from the sun. No costs relating to a solar panel or other property installed as a roof (or portion thereof) will fail to qualify solely because the property constitutes a structural component of the structure on which it is installed. Some solar roofing tiles and solar roofing shingles serve the function of both traditional roofing and solar electric collectors, and thus serve functions of both solar electric generation and structural support. These solar roofing tiles and solar roofing shingles can qualify for the credit. This is in contrast to structural components such as a roof's decking or rafters that serve only a roofing or structural function and thus do not qualify for the credit. To qualify for the credit, the property must be certified for performance by the nonprofit Solar Rating Certification Corporation or a comparable entity endorsed by the government of the state in which the property is installed. The home doesn't have to be your main home.
Qualified small wind energy property costs. Qualified small wind energy property costs are costs for property that uses a wind turbine to generate electricity for use in connection with your home located in the United States. The home doesn't have to be your main home.
Qualified geothermal heat pump property costs. Qualified geothermal heat pump property costs are costs for qualified geothermal heat pump property installed on or in connection with your home located in the United States. Qualified geothermal heat pump property is any equipment that uses the ground or ground water as a thermal energy source to heat your home or as a thermal energy sink to cool your home. To qualify for the credit, the geothermal heat pump property must meet the requirements of the Energy Star program that are in effect at the time of purchase. The home doesn't have to be your main home.
Qualified battery storage technology costs. Qualified battery storage technology costs are costs for battery storage technology that is installed in connection with your home located in the United States and has a capacity of at least 3 kilowatt hours.
Qualified fuel cell property costs. Qualified fuel cell property costs are costs for qualified fuel cell property installed on or in connection with your main home located in the United States. Qualified fuel cell property is an integrated system comprised of a fuel cell stack assembly and associated balance of plant components that converts a fuel into electricity using electrochemical means. To qualify for the credit, the fuel cell property must have a nameplate capacity of at least one-half kilowatt of
electricity using an electrochemical process and an electricity-only generation efficiency greater than 30%.
Costs allocable to a swimming pool, hot tub, or any other energy storage medium that has a function other than the function of such storage don't qualify for the residential clean energy credit.
Joint occupancy. If you occupied your home jointly with someone other than your spouse, each occupant must complete their own Form 5695. To figure the credit, the maximum qualifying costs that can be taken into account by all occupants for qualified fuel cell property costs is $1,667 for each one-half kilowatt of capacity of the property. The amount allocable to you for qualified fuel cell property costs is the lesser of:
1.The amount you paid, or
2.The maximum qualifying cost of the property multiplied by a fraction. The numerator is the amount you paid and the denominator is the total amount paid by you and all other occupants.
These rules don't apply to married individuals filing a joint return.
Example. Ava owns a house with Bruce where they both reside. In 2023, they installed qualified fuel cell property at a cost of $20,000 with a kilowatt capacity of 5. Ava paid $12,000 towards the cost of the property and Bruce paid the remaining $8,000. The amount to be allocated is $16,670 ($1,667 x 10 (kilowatt capacity x 2)). The amount of cost allocable to Ava is $10,002 ($16,670 x $12,000/$20,000). The amount of cost allocable to Bruce is $6,668 ($16,670 x $8,000/$20,000).
Energy Efficient Home Improvement
Credit
(Part II)
Section A—Qualified Energy Efficiency Improvements
You may be able to take a credit equal to 30% of the sum of:
1.The amount paid or incurred for qualified energy efficiency improvements installed during 2023,
2.The amount of the residential energy property costs paid or incurred in 2023, and
3.The amount paid or incurred for home energy audits during 2023.
However, this credit is limited as follows.•A total combined credit limit of $1,200 for qualified energy property.•A credit limit of $600 for any qualified energy property item.•A combined credit limit of $600 for all exterior windows and skylights.•A credit limit of $250 for any qualifying exterior door and $500 total for all qualifying exterior doors.•A combined credit limit of $2,000 for heat pump and heat pump water heaters; biomass stoves and boilers.•A credit limit of $150 for home energy audits.
Subsidized energy financing. Any amounts provided for by subsidized energy financing can't be used to figure the energy efficient home improvement credit. This is financing provided under a federal, state, or local program, the principal purpose of which is to provide subsidized financing for projects designed to conserve or produce energy.
Qualified energy efficiency improvements. Qualified energy efficiency improvements are the following building envelope components installed on or in your main home that you owned during 2023 located in the United States if the original use of the component begins with you, the component can be expected to remain in use at least 5 years, and the component meets certain energy standards.
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•Any insulation material or system and air sealing material or system that is specifically and primarily designed to reduce heat loss or gain of a home when installed in or on such a home.•Exterior windows and skylights.•Exterior doors.
For purposes of figuring the credit, don't include amounts paid for the onsite preparation, assembly, or original installation of the building envelope component.
To qualify for the credit, qualified energy efficiency improvements must meet certain energy efficiency requirements. See Line 18a through Line 20a, later, for details.
Section B—Residential Energy Property Expenditures
Residential energy property costs are costs of new qualified energy property that is installed on or in connection with a home that you used during 2023 located in the United States. Include any labor costs properly allocable to the onsite preparation, assembly, or original installation of the energy property. Qualified energy property is any of the following.•Certain electric or natural gas heat pump water heaters; electric or natural gas heat pumps; central air conditioners; and natural gas, propane, or oil water heaters.•Natural gas, propane, or oil furnaces and hot water boilers.•Certain biomass stoves and biomass boilers.•Certain improvements or replacements of panelboards, subpanelboards, branch circuits, or feeders.
To qualify for the credit, qualified energy property must meet certain energy efficiency requirements. See Line 22a through Line 25a and Lines 29a Through 29e, later, for details.
Home energy audits. Home energy audits costs are costs for an inspection of your main home located in the United States and a written report was prepared by a certified home energy auditor that:
1.Identifies the most significant and cost-effective energy efficiency improvements for the home, including an estimate of the energy and cost savings for each improvement; and
2.Is conducted and prepared by a certified home energy auditor.
To qualify for the credit, home energy audits must meet certain requirements. See Lines 26a Through 26c, later, for details.
Joint ownership of qualified property. If you and a neighbor shared the cost of qualifying property to benefit each of your main homes, both of you can take the energy efficient home improvement credit. You figure your credit on the part of the cost you paid. The limit on the amount of the credit applies to each of you separately.
Married taxpayers with more than one home. If both you and your spouse owned and lived apart in separate main homes, the limit on the amount of the credit applies to each of you separately. If you are filing separate returns, both of you would complete a separate Form 5695. If you are filing a joint return, figure your energy efficient home improvement credit as follows.
1.Complete lines 17a through 30 of a separate Form 5695 for each main home.
2.Figure the amount to be entered on line 30 of both forms and enter the combined amount on line 30 of one of the forms.
3.On the dotted line to the left of line 30, enter “More than one main home.” Then, complete the rest of this form.
4.Attach both forms to your return.
Joint occupancy. If you owned your home jointly with someone other than your spouse, each owner must complete their own Form 5695. To figure the credit, enter the amounts you paid for these items
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on the appropriate lines of Form 5695, Part II. The amount allocable to you is the smaller of:
1.The amount you paid, or
2.The qualifying credit of the property multiplied by a fraction. The numerator is the amount you paid and the denominator is the total amount paid by you and all other owners.
The credit limit for each property is as follows.•$1,200 for insulation or air sealing material system.•$250 for one exterior door and $500 for all exterior doors.•$600 for windows.•$600 for central air conditioners.•$600 for natural gas, propane, or oil water heaters.•$600 for natural gas, propane, or oil furnace or hot water boilers.•$600 for improvements or replacements of panelboards, subpanelboards, branch circuits, or feeders.•$150 for home energy audits.•$2,000 for heat pumps and heat pump water heaters; biomass stoves and biomass boilers.
Specific Instructions
Part I
Residential Clean Energy Credit
Before you begin Part I.
Figure the amount of the credits shown in the credit limitation worksheet if you take those credits on your return.
Include on lines 1 through 4, 5b, and 8, any labor costs properly allocable to the onsite preparation, assembly, or original installation of the property and for piping or wiring to interconnect such property to the home.
In the section above line 1, enter the complete address of the home where you installed the qualified residential clean energy property or technology associated with lines 1 through 4 and 5b. If you made improvements to more than one home, list the complete address of the home with the greatest total cost in the section above line 1. Then, attach a statement listing the additional addresses to Form 5695.
Line 1
Enter the amounts you paid for qualified solar electric property. See Qualified solar electric property costs, earlier.
Line 2
Enter the amounts you paid for qualified solar water heating property. See Qualified solar water heating property costs, earlier.
Line 3
Enter the amounts you paid for qualified small wind energy property. See Qualified small wind energy property costs, earlier.
Line 4
Enter the amounts you paid for qualified geothermal heat pump property. See Qualified geothermal heat pump property costs, earlier.
Lines 5a and 5b
To qualify for the credit, the qualified battery storage technology must have a capacity of at least 3 kilowatt hours.
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If the qualified battery storage technology has a capacity of 3 kilowatt hours or greater, then check the “Yes” box, enter the amounts you paid for qualified battery storage technology on line 5b.
If you check the “No” box, you can't include any battery storage technology costs on line 5b. See Qualified battery storage technology costs, earlier.
Lines 7a and 7b
Any qualified fuel cell property costs must have been for your main home located in the United States. See Main home, earlier. If you check the “Yes” box, enter the full address of your main home during 2023 on line 7b.
If you and your spouse are filing jointly and you each have different main homes with qualified fuel cell property costs, provide on line 7b the address of your main home. Add a statement providing the address of your spouse's main home. You and your spouse should add your qualified fuel cell property costs together on line 8 of one Form 5695.
If you check the “No” box, you can't include any fuel cell property costs on line 8.
Line 8
Enter the amounts you paid for qualified fuel cell property. See Qualified fuel cell property costs, earlier.
Line 14
Complete the following worksheet to figure the amount to enter on line 14.
Residential Clean Energy Credit Limit
Worksheet—Line 14
1.Enter the amount from Form 1040,
1040-SR, or 1040-NR, line 18 ..1.
2.Enter the total of the following
credit(s)/adjustment(s) if you are
taking the credit(s)/adjustment(s) on
your 2023 income tax return:
+ Negative Form 8978 Adjustment,
Schedule 3 (Form 1040), line 6l .
+ Foreign Tax Credit, Schedule 3
(Form 1040), line 1 ..........
+ Credit for Child and Dependent
Care Expenses, Schedule 3 (Form
1040), line 2 ...............
+ Credit for the Elderly or the
Disabled, Schedule R (Form 1040),
line 22 ...................
+ Nonrefundable Education Credits,
Schedule 3 (Form 1040), line 3 ..
+ Retirement Savings Contributions
Credit, Schedule 3 (Form 1040),
line 4 ....................
+ Energy efficient home
improvement credit, Form 5695,
line 32*..................
+ Credit for previously owned clean
vehicles, Form 8936, line 18 ....
+ New Clean Vehicle Credit,
Personal use part, Form 8936,
line 13 ...................
+ Child tax credit or credit for other
dependents, Form 1040, 1040-SR,
or 1040-NR, line 19*.........
+ Mortgage Interest Credit, Form
8396, line 9 ...............
+ Adoption Credit, Form 8839,
line 16 ...................
+ Carryforward of the District of
Columbia First-Time Homebuyer
Credit, Form 8859, line 3 ......
Note. Enter the total of the
preceding credit(s)/adjustment(s),
only if allowed and taken on your
2023 income tax return. Not all
credits/adjustments are available for
all years nor for all filers. See the
instructions for your 2023 income tax
return.2.
3.Subtract line 2 from line 1. Also enter
this amount on Form 5695, line 14. If
zero or less, enter -0- on Form 5695,
lines 14 and 15 .............3.
* Include the amount in the instructions for Schedule 8812 (Form
1040), Credit Limit Worksheet B, line 14, instead of the amount from
Form 1040, 1040-SR, or 1040-NR, line 19, if the instructions for
Schedule 8812 (Form 1040) direct you to complete Credit Limit
Worksheet B.
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Manufacturer’s certification. For purposes of taking the credit, you can rely on the manufacturer’s certification, in writing, that a product is qualifying property for the credit. Don't attach the certification to your return. Keep it for your records.
Line 16
If you can't use all of the credit because of the tax liability limit (that is, line 14 is less than line 13), you can carry the unused portion of the credit to 2024.
File this form even if you can't use any of your credit in 2023.
Part II
Energy Efficient Home Improvement
Credit
Section A—Qualified Energy Efficiency Improvements
Lines 17a Through 17e
Line 17a. To qualify for the credit, any qualified energy efficiency improvements must have been for your main home located in the United States. See Main home, earlier. If you check the “No” box, you can't take the energy efficient home improvement credit.
Line 17b. To qualify for the credit, you must be the original user of the qualified energy efficiency improvements. If you check the “No” box, you can't take the energy efficient home improvement credit.
Line 17c. To qualify for the credit, the components must be reasonably expected to remain in use for at least 5 years on your main home located in the United States. If you check the “No” box, you can't take the energy efficient home improvement credit.
Line 17d. Enter the complete address of your main home during 2023. You can only claim the energy efficient home improvement credit on one main home.
Line 17e. You cannot claim the credit for expenses related to the construction of a new home. If you are claiming the credit only for expenses for qualified improvements to an existing home or for an addition or renovation to an existing home, check the “No” box. If the qualified improvements for which you are seeking to claim the credit are related to the construction of a new home, check the “Yes” box. If you check the “Yes” box, skip lines 18a through 20b.
Lines 18a and 18b
Note. A reference to the IECC is a reference to the International Energy Conservation Code as in effect (with supplements) on January 1, 2021 for components placed in service during 2023.
Don't include on lines 18a, 19a, 19c, and 20a any amounts paid for the onsite preparation, assembly, or original installation of the components.
Line 18a. Enter the amounts you paid for any insulation material or air sealing material or system (including any vapor retarder or seal to limit infiltration) that is specifically and primarily designed to reduce the heat loss or gain of your home when installed in or on such home and meets the criteria established by the IECC.
Don't enter more than $1,200 on line 18b.
A component isn't specifically and primarily designed to reduce the heat loss or gain of your home if it provides structural support or a finished surface (such as drywall or siding) or its principal purpose is to serve any function unrelated to the reduction of heat loss or gain.
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Lines 19a Through 19e
Line 19a. Enter the amounts you paid for the most expensive exterior door that meets the Energy Star program requirements.
Don't enter more than $250 on line 19b.
Line 19c. Enter the amounts you paid for all other qualifying exterior doors in 2023.
Don't enter more than $500 on line 19e.
Line 20a
Enter the amounts you paid for exterior windows and skylights that meet Energy Star certification requirements.
Don't enter more than $600 on line 20b.
Manufacturer’s certification. For purposes of taking the credit, you can rely on a manufacturer’s certification in writing that a building envelope component is an eligible building envelope component. Don't attach the certification to your return. Keep it for your records.
Section B—Residential Energy Property
Expenditures
Lines 21a Through 21c
Line 21a. To qualify for the credit, any qualified energy property installed on or in your home must be located in the United States. If you check the “No” box, you can't take the energy efficient home improvement credit for your residential energy property costs.
Line 21b. To qualify for the credit, the qualified energy property must have been originally placed in service by you. If you check the “No” box, you can't take the energy efficient home improvement credit for your residential energy property costs.
Line 21c. Enter the full address of each home where you installed qualified residential energy property.
Include on lines 22a, 23a, 24a, 25a, 29a, 29b, and 29c any labor costs properly allocable to the onsite preparation, assembly, or original installation of the property.
Line 22a
Enter the amounts you paid for central air conditioners that achieve the highest efficiency tier that has been established by the Consortium for Energy Efficiency (CEE) that is in effect as of the beginning of the calendar year in which the property is placed in service.
Don't enter more than $600 on line 22b.
Line 23a
Enter the amounts you paid for natural gas, propane, or oil water heaters that achieve the highest efficiency tier established by the CEE that is in effect as of the beginning of the calendar year in which the property is placed in service.
Don't enter more than $600 on line 23b.
Line 24a
Enter the amounts you paid for a natural gas, propane, or oil furnace or hot water boilers that achieve the highest efficiency tier established by the CEE that is in effect as of the beginning of the calendar year in which the property is placed in service. In addition, oil furnaces and hot water boilers placed in service after December 31, 2022, and before January 1, 2027, must meet the 2021 Energy Star efficiency criteria and be rated by the manufacturer for use with
TIP
Instructions for Form 5695 (2023)5
Page 6 of 6 Fileid: … ions/i5695/2023/a/xml/cycle13/source 17:09 - 25-Jan-2024The type and rule above prints on all proofs including departmental reproduction proofs. MUST be removed before printing.
fuel blends at least 20% of the volume of which consists of an eligible fuel.
Line 25a
Enter the amounts you paid for improvements or replacement of panelboards, subpanelboards, branch circuits, or feeders that were installed in a manner consistent with the National Electric Code, have a load capacity of at least 200 amps, and were installed with qualified energy efficiency improvements or qualified energy property.
Don't enter more than $600 on line 25b.
Lines 26a Through 26c
Line 26a. To qualify for the credit, a home energy audit must have included an inspection of your main home located in the United States and a written report prepared by a certified home energy auditor. If you check the “No” box, you can't claim the home energy audit credit.
Line 26b. Enter the amounts you paid for home energy audits in 2023.
Don’t enter more than $150 on line 26c.
Note. For home energy audits conducted between January 1, 2023, and December 31, 2023, the auditor is not required to be a certified qualified home energy auditor.
Beginning January 1, 2024, home energy audits must be performed by a Qualified Home Energy Auditor or under the supervision of a Qualified Home Energy Auditor. The Qualified Home Energy Auditor must be certified by a Qualified Certification Program at the time of the home energy audit.
Lines 29a Through 29e
Line 29a. Enter the amounts you paid for electric or natural gas heat pumps that achieve the highest efficiency tier established by the CEE that is in effect as of the beginning of the calendar year in which the property is placed in service.
Line 29b. Enter the amounts you paid for electric or natural gas heat pump water heaters that achieve the highest efficiency tier established by the CEE that is in effect as of the beginning of the calendar year in which the property is placed in service.
Line 29c. Enter the amounts you paid for biomass stoves and biomass boilers that have a thermal efficiency rating of at least 75% (measured by the higher heating value of the fuel).
Don’t enter more than $2,000 on line 29e.
Manufacturer’s certification. For purposes of taking the credit, you can rely on a manufacturer’s certification in writing that a product
CAUTION
!
is qualified energy property. Don't attach the certification to your return. Keep it for your records.
Line 31
Complete the worksheet below to figure the amount to enter on line 31.
Energy Efficient Home Improvement Credit Limit
Worksheet—Line 31
1.Enter the amount from Form 1040, 1040-SR, or 1040-NR, line 18 ..1.
2.Enter the total of the following
credit(s)/adjustment(s) if you are
taking the credit(s)/adjustment(s) on
your 2023 income tax return:
+ Negative Form 8978 Adjustment,
Schedule 3 (Form 1040),
line 6l ...................
+ Foreign Tax Credit, Schedule 3
(Form 1040), line 1 ..........
+ Credit for Child or Dependent Care
Expenses, Schedule 3 (Form 1040),
line 2 ....................
+ Credit for the Elderly or the
Disabled, Schedule R (Form 1040),
line 22 ...................
+ Nonrefundable Education Credits,
Schedule 3 (Form 1040), line 3 ..
+ Retirement Savings Contributions
Credit, Schedule 3 (Form 1040),
line 4 ....................
Note. Enter the total of the
preceding credit(s)/adjustment(s),
only if allowed and taken on your
2023 income tax return. Not all
credits/adjustments are available for all years nor for all filers. See the
instructions for your 2023 income
tax return.2.
3.Subtract line 2 from line 1. Also
enter this amount on Form 5695,
line 31. If zero or less, enter -0- on
Form 5695, lines 31 and 32 ....3.
6 Instructions for Form 5695 (2023)
3rd Revision of Sheet No. 151
Canceling 2nd Revision
WN U-60 of Sheet No. 151
PUGET SOUND ENERGY
Electric Tariff G
Issued: September 22, 2017 Effective: October 1, 2017
Advice No.: 2017-15
By Authority of Order 01 of the Washington Utilities and Transportation Commission in Docket UE-170994
Issued By Puget Sound Energy
By: Ken Johnson Title: Director, State Regulatory Affairs
SCHEDULE 151
RENEWABLE ENERGY PRODUCTION INCENTIVE PAYMENT PROGRAM
1. ADOPTION OF RULES OF REGULATORY AUTHORITIES:
The rules regulating renewable energy system cost recovery payments as provided in State of
Washington law, RCW 82.16.110 through 82.16.150, and by WAC 458-20 are hereby adopted and
by this reference are made a part of this schedule.
2. AVAILABILITY:
a. This schedule applies to Schedule 150 Net Metering Service for Customer-Generator Systems,
and Schedule 91 Cogeneration and Small Power Production Customer-Generators who receive
electric service from the Company, and Community Solar Administrators, who are Participants in
the Washington State Renewable Energy System Cost Recovery Incentive Program where the
Renewable Energy System will be interconnected with the Company’s distribution system under
the provisions of a separate interconnection agreement. Service under this schedule is only
available during the effectiveness of an interconnection agreement between Customer-
Generator and the Company. Terms and conditions of the interconnection process are
enumerated in this tariff, most specifically in Schedule 152 of this tariff.
b. A Renewable Energy System installed on real property that is not interconnected with the
Company’s electrical system is not eligible for service under this schedule.
c. Under the provisions of WAC 458-20-273, participation in this Program by the Company is
voluntary and the Company may terminate its participation at any time. Termination of
participation will be effective fifteen days after the Company notifies Washington State University
Extension Energy Program in writing. A termination of participation by the Company does not
affect the Company’s obligation to continue to make annual incentive payments for electricity
generated by systems that were certified prior to the effective date of termination. Should the
location of the Renewable Energy System or the Customer-Generator receiving service from the
Company be transferred to another electric utility, service under this schedule shall terminate on
the date of such transfer and all contracts entered into to implement this schedule or for
interconnection shall be null and void.
d. Participants who receive Certification by September 30, 2017 will continue to receive Incentive
Payments for Kilowatt Hours Generated through June 30, 2020 at rates paid to Participants for
electricity produced between July 1, 2015 and June 30, 2016. However, in order to continue
eligibility in the Program, Participants must apply to the Washington State University Extension
Energy Program by April 30, 2018 for re-Certification.
e. Participants who receive Certification after September 30, 2017 are eligible for up to eight years
of Incentive Payments, through no later than June 30, 2029.
(D)
(D)
(C)
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(C)
(D) (C)
(D)
(C)
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(C)
(N)
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(N)
3rd Revision of Sheet No. 151-A
Canceling 2nd Revision
WN U-60 _ of Sheet No. 151-A
PUGET SOUND ENERGY
Electric Tariff G
Issued: September 22, 2017 Effective: October 1, 2017
Advice No.: 2017-15
By Authority of Order 01 of the Washington Utilities and Transportation Commission in Docket UE-170994
Issued By Puget Sound Energy
By: Ken Johnson Title: Director, State Regulatory Affairs
SCHEDULE 151
RENEWABLE ENERGY PRODUCTION INCENTIVE PAYMENT PROGRAM (Continued)
f. Eligible Customer-Generators and Community Solar Administrators who choose to be
Participants in the Program must first attain Certification from the Washington State Program
Administrator in accordance with RCW 82.16.110 through 82.16.150. In the case of Community
Solar Projects, a Community Solar Administrator must apply to the state for Certification on
behalf of each of the other owners of the Community Solar Project or members of the
Community Solar Company.
g. Availability of this program is determined by the State of Washington under the provisions of
RCW 82.16.110 through 82.16.150. The Company will follow the State’s guidance on which
electric service account holders to pay, and the amount, each year.
3. DEFINITIONS:
The following terms, when used in this schedule and in the Agreement shall have the meanings
given below, and other terms used in this schedule shall have the meanings given in RCW
82.16.110 unless otherwise clearly indicated:
a. Community Solar Administrator: An assignee of a Community Solar Project, or a Community
Solar Company that is responsible for applying for Certification on behalf of each of the project
participants and performing such administrative tasks on behalf of the owners or members as
may be necessary such as; (i) receiving Incentive Payments, and (ii) allocating and paying
appropriate amounts of such payments to the other owners or members.
(C)
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(C)
(C)
(D)
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(C)
(D)
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(D)
2nd Revision of Sheet No. 151-B
Canceling 1st Revision
WN U-60 of Sheet No. 151-B
PUGET SOUND ENERGY
Electric Tariff G
Issued: September 22, 2017 Effective: October 1, 2017
Advice No.: 2017-15
By Authority of Order 01 of the Washington Utilities and Transportation Commission in Docket UE-170994
Issued By Puget Sound Energy
By: Ken Johnson Title: Director, State Regulatory Affairs
SCHEDULE 151
RENEWABLE ENERGY PRODUCTION INCENTIVE PAYMENT PROGRAM (Continued)
b. Certification: The authorization issued by the Washington State Program Administrator
establishing a Customer Generator or Community Solar Administrator’s eligibility to receive
an Incentive Payment from the Company for the program term.
c. Community Solar Project: A solar energy system that is (i) located in Washington State, (ii)
Interconnected with the Company’s electric system, and (iii) further defined in RCW
82.16.110.
d. Customer-Generator: A Customer that operates a Renewable Energy System with a valid
interconnection agreement as defined in Schedule 152 at a premise where they receive
Electric Service from the Company.
e. Incentive Payment: An annual amount paid to Participants of the Program by the Company.
The Washington State Program Administrator will calculate the Incentive Payment and notify
the Company of the amount due to each Participant.
f. Kilowatt Hours Generated: The total amount of electricity, as measured in kilowatt hours
(kWh) produced by a Participant’s Renewable Energy System. The Company will meter
Participants’ Renewable Energy Systems and report the Kilowatt Hours Generated July 1-
June 30th of each program year to the Washington State Program Administrator.
(K) Transferred to Sheet No. 151-D
(D) (N)
(D) I
(N)
(T) (C)
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(C)
2nd Revision of Sheet No. 151-C
Canceling 1st Revision
WN U-60 _ of Sheet No. 151-C
PUGET SOUND ENERGY
Electric Tariff G
Issued: September 22, 2017 Effective: October 1, 2017
Advice No.: 2017-15
By Authority of Order 01 of the Washington Utilities and Transportation Commission in Docket UE-170994
Issued By Puget Sound Energy
By: Ken Johnson Title: Director, State Regulatory Affairs
SCHEDULE 151
RENEWABLE ENERGY PRODUCTION INCENTIVE PAYMENT PROGRAM (Continued)
g. Participants: A Customer-Generator or Community Solar Project Administrator that has
received Certification, as defined in RCW 82.16, from Washington State Program
Administrator.
h. Production Meter: A Company-owned utility-grade meter or meters, supplied and installed
by the Company, used to accurately measure the total Kilowatt Hours Generated by a
Renewable Energy System.
(T) (D) (N)
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(T) I (C)
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(D)
2nd Revision of Sheet No. 151-D
Canceling 1st Revision
WN U-60 of Sheet No. 151-D
PUGET SOUND ENERGY
Electric Tariff G
Issued: September 22, 2017 Effective: October 1, 2017
Advice No.: 2017-15
By Authority of Order 01 of the Washington Utilities and Transportation Commission in Docket UE-170994
Issued By Puget Sound Energy
By: Ken Johnson Title: Director, State Regulatory Affairs
SCHEDULE 151
RENEWABLE ENERGY PRODUCTION INCENTIVE PAYMENT PROGRAM (Continued)
i. Program: The Company will measure and report Kilowatt Hours Generated by
Participants’ Renewable Energy Systems and make Incentive Payments, on an annual
basis, to eligible Participants, as determined by the Washington State Program
Administrator.
j. Renewable Energy System: A solar energy system, including a Community Solar Project,
an anaerobic digester as defined in RCW 82.08.900, or a wind generator used for
producing electricity.
(M) Transferred from Sheet No. 151-B
(T) (C)
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(D)
2nd Revision of Sheet No. 151-E
Canceling 1st Revision
WN U-60 _ of Sheet No. 151-E
PUGET SOUND ENERGY
Electric Tariff G
Issued: September 22, 2017 Effective: October 1, 2017
Advice No.: 2017-15
By Authority of Order 01 of the Washington Utilities and Transportation Commission in Docket UE-170994
Issued By Puget Sound Energy
By: Ken Johnson Title: Director, State Regulatory Affairs
SCHEDULE 151
RENEWABLE ENERGY PRODUCTION INCENTIVE PAYMENT PROGRAM (Continued)
4. FEES:
a. The Customer-Generator shall pay to the Company costs for production metering and
providing or retrofitting a meter base or bases, including the following:
(1) A one-time, non-refundable Production Meter(s) installation fee (plus any applicable
adjustments) according to the following schedule for the installation of Production
Meters, when required by new or existing Customer-Generators to measure the
complete output of the Renewable Energy System, ensure safe operations, and
accurately measure Kilowatt Hours Generated.
(a) 2S uni-directional meter – standard residential 240V inverter
installations
$83 & $60
(each additional
meter)
(b) 12S uni-directional meter – commercial 120V/208V inverter
installations
$129 & $106
(each additional
meter)
(c) 16S uni-directional meter – commercial 3 phase inverter
installations
$268 & $244
(each additional
meter)
(d) 1S uni-directional meter – 120V installations $107 & $85
(each additional
meter)
(2) Renewable Energy Systems incorporating battery back-up banks or modules may
require the installation of one or more advanced Production Meters, depending on the
system configuration and design complexity. The following one-time non-refundable
Production Meter installation fees (plus any applicable tax adjustments) shall apply and
shall be paid by Custom-Generator:
(a) 2S bi-directional meter – 120V inverter battery back-up
systems
$363 & $330
(each additional
meter)
(b) 12S bi-directional meter – 120V inverter battery back-up
systems
$404 & $371
(each additional
meter)
(T)
(T) (C)
I
I
(C)
(C)
(C)
(C)
2nd Revision of Sheet No. 151-F
Canceling 1st Revision
WN U-60 _ of Sheet No. 151-F
PUGET SOUND ENERGY
Electric Tariff G
Issued: September 22, 2017 Effective: October 1, 2017
Advice No.: 2017-15
By Authority of Order 01 of the Washington Utilities and Transportation Commission in Docket UE-170994
Issued By Puget Sound Energy
By: Ken Johnson Title: Director, State Regulatory Affairs
SCHEDULE 151
RENEWABLE ENERGY PRODUCTION INCENTIVE PAYMENT PROGRAM (Continued)
4. FEES: (Continued)
(3) Installation fees are based upon standard circuit configurations, which are determined by
the Company’s Meter Engineering department. Renewable Energy Systems having
other than standard configurations may require one or more advanced Production
Meters in order to measure the complete output of the Customer-Generator’s Renewable
Energy System. Modifications to the Renewable Energy System may require the
installation of additional Production Meters or replacement of the existing Production
Meter; one-time fees to be paid by the Customer-Generator shall apply to those
additional or replacement meters.
(4) Standard system configurations are enumerated and defined in the Company’s
Production Meter Standards. Where the fees provided above will not compensate the
Company for the cost of Production Meters for an unusual or complex design, the
Company will base charges for Production Meters on the cost of direct labor, materials
and related overheads for the production metering system installed.
(T)
(C)
(C)
(C)
(D)
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(D)
3rd Revision of Sheet No. 151-G
Canceling 2nd Revision
WN U-60 _ of Sheet No. 151-G
PUGET SOUND ENERGY
Electric Tariff G
Issued: September 22, 2017 Effective: October 1, 2017
Advice No.: 2017-15
By Authority of Order 01 of the Washington Utilities and Transportation Commission in Docket UE-170994
Issued By Puget Sound Energy
By: Ken Johnson Title: Director, State Regulatory Affairs
SCHEDULE 151
RENEWABLE ENERGY PRODUCTION INCENTIVE PAYMENT PROGRAM (Continued)
5. AGREEMENT:
As provided in RCW 82.16.150, owners of a Community Solar Project must agree to hold
harmless the Company, including any employee, for the good faith reliance on the information
contained in the Agreement, interconnection agreement, or other documentation submitted by an
Community Solar Administrator. In addition, the Company and any employee are immune for
civil liability for the good faith reliance on any misstatement that may be made in such
Agreement, interconnection agreement, or other documentation. Should the Company or
employee prevail upon the defense provided in this section, it is entitled to recover expenses and
reasonable attorneys’ fees incurred in establishing defense.
6. SYSTEM REQUIREMENTS:
Kilowatt Hours Generated by the Participant’s Renewable Energy System will be recorded by
one or more Company-owned Production Meter(s). The Production Meter(s) shall be installed in
Company-approved meter base(s) or socket(s). All aspects of the Production Meter installation
and specifications shall be controlled by the Company’s Production Metering standards and
practices. Customer-Generator-owned Production Meters are not acceptable as a part of the
Program. It is not the Company’s responsibility to attach the electric connections between the
meter base for the Production Meter and the generating circuit but such connection is subject to
Company approval.
(D)
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(C)
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(C)
3rd Revision of Sheet No. 151-H
Canceling 2nd Revision
WN U-60 of Sheet No. 151-H
PUGET SOUND ENERGY
Electric Tariff G
Issued: September 22, 2017 Effective: October 1, 2017
Advice No.: 2017-15
By Authority of Order 01 of the Washington Utilities and Transportation Commission in Docket UE-170994
Issued By Puget Sound Energy
By: Ken Johnson Title: Director, State Regulatory Affairs
SCHEDULE 151
RENEWABLE ENERGY PRODUCTION INCENTIVE PAYMENT PROGRAM (Continued)
6. SYSTEM REQUIREMENTS: (Continued)
a. The Customer-Generator shall bear all costs associated with providing or retrofitting a meter
base or bases that meet the Company’s metering standards for the installation of the
Production Meter(s).
b. Production Meter installation costs incurred by the Company are recovered by the Production
Meter installation fees. Generation Systems designed outside of the Company’s standard
configurations may require engineering evaluation. The actual costs of time, materials and
overheads shall be paid by the Customer-Generator for such an engineering evaluation.
c. The Customer-Generator shall grant the Company reasonable access to the Production
Meter(s) in accordance with Schedules 80 and 152 of this tariff.
d. Customer-Generator shall promptly notify the Company of any modifications to the
Renewable Energy System which may or may not increase the generating capacity.
(T)
(C)
(C)
(C)
(C)
(D)
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(D)
2nd Revision of Sheet No. 151-I
Canceling 1st Revision
WN U-60 _ of Sheet No. 151-I
PUGET SOUND ENERGY
Electric Tariff G
Issued: September 22, 2017 Effective: October 1, 2017
Advice No.: 2017-15
By Authority of Order 01 of the Washington Utilities and Transportation Commission in Docket UE-170994
Issued By Puget Sound Energy
By: Ken Johnson Title: Director, State Regulatory Affairs
SCHEDULE 151
RENEWABLE ENERGY PRODUCTION INCENTIVE PAYMENT PROGRAM (Continued)
7. PAYMENTS:
a. Participants with Certifications prior to September 30, 2017 and who meet re-
Certification and eligibility requirements described in RCW 82.16 will continue to receive
payments up to $5,000 per year for electricity produced through June 30, 2020 at the
following rates, which are rates the Company paid to Participants for electricity produced
between July 1, 2015 and June 30, 2016. Individual Participant eligibility for a given
rate, term, payment limit, and Incentive Payment amounts are determined by the
Washington State Program Administrator.
Customer-Generators
Price per
kWh
(1) Solar modules AND inverter manufactured in Washington State. $0.504
(2) Solar modules manufactured in Washington State. $0.336
(3) Solar or wind generating equipment with an inverter manufactured in
Washington State.
$0.168
(4) Anaerobic digester or other solar equipment without components
manufactured in Washington State.
$0.140
(5) Wind generator equipped with blades manufactured in Washington State. $0.140
(6) All other electricity produced by wind. $0.112
Community Solar Projects (as defined in RCW 82.16.110(2)(a)(i))
Price per
kWh
(1) Solar modules AND inverter manufactured in Washington State. $1.044
(2) Solar modules manufactured in Washington State. $0.696
(3) Solar equipment with an inverter manufactured in Washington State. $0.348
(4) Solar equipment without components manufactured in Washington State. $0.290
Company-Owned Community Solar Projects (as defined in RCW
82.16.110(2)(a)(iii))
Price per
kWh
(1) Solar modules AND inverter manufactured in Washington State. $0.936
(D) (N)
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(D) (D)
(C) | |
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(D) | | (D)
(C) | |
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(D) (D) (C)
(N) (N)
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(N) (N)
3rd Revision of Sheet No. 151-J
Canceling 2nd Revision
WN U-60 _ of Sheet No. 151-J
PUGET SOUND ENERGY
Electric Tariff G
Issued: September 22, 2017 Effective: October 1, 2017
Advice No.: 2017-15
By Authority of Order 01 of the Washington Utilities and Transportation Commission in Docket UE-170994
Issued By Puget Sound Energy
By: Ken Johnson Title: Director, State Regulatory Affairs
SCHEDULE 151
RENEWABE ENERGY PRODUCTION INCENTIVE PAYMENT PROGRAM (Continued)
7. PAYMENTS: (Continued)
b. Participants with Certifications on or after October 1, 2017, who maintain ongoing
eligibility requirements as described in RCW 82.16 are eligible for up to eight years of
annual Incentive Payments on Kilowatt Hours Generated July 1, 2017 through no later
than June 30, 2029. Individual Participant eligibility for a given rate, term, payment limit,
and Incentive Payment amounts are determined by the Washington State Program
Administrator, based on RCW 82.16, including the following incentive rate guidelines.
Fiscal Year
of System
Certification
Base Rate –
Residential-
Scale
Base Rate –
Commercial-
Scale
Base Rate –
Community
Solar
Base Rate –
Shared
Commercial
Solar
Made in
Washington
Bonus
2018 $0.16 $0.06 $0.16 $0.06 $0.05
2019 $0.14 $0.04 $0.14 $0.04 $0.04
2020 $0.12 $0.02 $0.12 $0.02 $0.03
2021 $0.10 $0.02 $0.10 $0.02 $0.02
c. Overpayments made to Participants will be investigated, and if verified, the overpayment
will be billed to Participant with interest charged on the amount of the overpayment.
Interest shall be calculated in the same manner that the Department of Revenue
assesses interest upon delinquent taxes under RCW 82.32.050.
d. Underpayments made to Participants will be investigated, and if verified, a check will be
issued in the amount of the underpayment to the Participant. No interest will be included
in the payment of an underpayment.
e. Incentive Payments are made to Participants in the amounts and for the terms
determined by the Washington State Program Administrator, within ninety (90) days of
receipt of this information, in accordance with RCW 82.16.110 through 82.16.150.
(T) (D)
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(D)
(T) (C)
(C)
(T) (C)
(C)
(T) (C)
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(C)
2nd Revision of Sheet No. 151-K
Canceling 1st Revision
WN U-60 _ of Sheet No. 151-K
PUGET SOUND ENERGY
Electric Tariff G
Issued: September 22, 2017 Effective: October 1, 2017
Advice No.: 2017-15
By Authority of Order 01 of the Washington Utilities and Transportation Commission in Docket UE-170994
Issued By Puget Sound Energy
By: Ken Johnson Title: Director, State Regulatory Affairs
SCHEDULE 151
RENEWABLE ENERGY PRODUCTION INCENTIVE PAYMENT PROGRAM (Continued)
7. PAYMENTS: (Continued)
f. If a Participant’s eligibility is terminated during the Washington State fiscal year, the
Company will report to the State with regularly scheduled annual reporting, the Kilowatt
Hours Generated by the Participant for the portion of the year during which the Participant
was eligible. Annual payments to partial-year Participants will be made at the regularly
scheduled annual time period, regardless of the date of termination.
(K) Transferred to Sheet No. 151-L
(T)
(T) (D) (C)
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1st Revision of Sheet No. 151-L
Canceling
WN U-60 Original Sheet No. 151-L
PUGET SOUND ENERGY
Electric Tariff G
Issued: September 22, 2017 Effective: October 1, 2017
Advice No.: 2017-15
By Authority of Order 01 of the Washington Utilities and Transportation Commission in Docket UE-170994
Issued By Puget Sound Energy
By: Ken Johnson Title: Director, State Regulatory Affairs
SCHEDULE 151
RENEWABLE ENERGY PRODUCTION INCENTIVE PAYMENT PROGRAM (Continued)
8. CUSTOMER INFORMATION:
a. The Participant grants to the Company the right to receive each Participant’s personal
information, relative to this Program, from the Washington State Department of Revenue and the
Washington State Program Administrator. Personal information includes, but may not be limited
to, Washington State tax identification codes, all application and certification documents
provided to the State of Washington and Washington State Administrator, documents provided
by the State of Washington and the Washington State Administrator to the Participant related to
the Program, and all other information necessary to effectuate the processing of the Participant’s
Agreement for the Program. Each Participant also grants to the Company the right to share
information related to the Program with the Department of Revenue and the Washington State
Program Administrator as required. The Company will make appropriate efforts to safeguard
Participants’ confidential information.
9. TAX CREDITS:
The State of Washington shall grant to the Company tax credits commensurate with the exact
amount of Incentive Payments paid.
10. GENERAL RULES AND PROVISIONS:
Service under this schedule is subject to the General Rules and Provisions contained in this tariff.
(M) Transferred from Sheet No. 151-K
(M)
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(D)
9th Revision of Sheet No. 150
Canceling 8th Revision
WN U‐60 of Sheet No. 150
PUGET SOUND ENERGY
Electric Tariff G
Issued: December 20, 2023 Effective: February 29, 2024
Advice No.: 2023-60
By Authority of Order 01 of the Washington Utilities and Transportation Commission in Docket UE-231031
Issued By Puget Sound Energy
By: Birud D. Jhaveri Title: Director, Regulatory Affairs
SCHEDULE 150
NET METERING SERVICES FOR CUSTOMER-GENERATOR SYSTEMS
(Rider to standard rate schedules 7 through 49)
OVERVIEW: Schedule 150 applies to Net Metering available to electric Customers that generate
some or all of their electricity with a fuel cell, a facility that produces electricity and used and
useful thermal energy from a common fuel source, or a facility that generates electrical energy
using water, solar, wind, or biogas as fuel, in accord with RCW 80.60. Schedule 152 of this tariff
and WAC 480-108, having to do with the requirements of Interconnection of a Generating Facility
apply to all Net Metering Systems including, but not limited to, those accomplished through the
application process described in Schedule 150.
AVAILABILITY:
1. Service under this schedule is limited to Customer-Generators who are, as Customers of the
Company, eligible to take service under one of the Schedules for Electric Service numbered 7
through 49 of this tariff and is subject to the provisions of Schedule 152 in this tariff.
2. This schedule applies to Customer-Generators that operate a Net Metering System and
Interconnect, per one of the processes described in this schedule.
3. A Customer-Generator’s Net Metering System must be Interconnected to the Company’s
distribution system and is intended to offset part or all of the Customer-Generator’s electricity
requirements.
4. New service under this schedule shall be limited in accordance with Chapter 80.60 RCW and
will be available to Customers that have applied for interconnection of a new or modified Net
Metering System until December 31, 2025, or when a replacement Net Metering schedule is
in place for new Net Metered Customers, whichever is later. New service under this schedule
will also remain available to new Customers that establish electric service at the existing
premises of an existing Net Metering System that was interconnected per the terms of this
schedule and application prior to December 31, 2025. The Company may restrict or prohibit
new or expanded Net Metered Generating Facilities on any feeder, circuit, or network if
engineering, safety, or reliability studies establish a need for such restriction or prohibition.
5. Any Customer-Generator with an existing arrangement for Meter Aggregation entered into
prior to July 28, 2019, may maintain the terms of an aggregation arrangement that is other
than a Designated Meter aggregated with one additional Aggregated Meter located on the
same parcel or a Contiguous Parcel where the Designated Meter is located.
(C)
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(D)
(D)
7th Revision of Sheet No. 150-A
Canceling 6th Revision
WN U-60 of Sheet No. 150-A
PUGET SOUND ENERGY
Electric Tariff G
Issued: June 28, 2019 Effective: July 28, 2019
Advice No.: 2019-29
Issued By Puget Sound Energy
By: Jon Piliaris Title: Director, Regulatory Affairs
SCHEDULE 150
NET METERING SERVICES FOR CUSTOMER-GENERATOR SYSTEMS
(Rider to standard rate schedules 7 through 49)
DEFINITIONS:
1. Aggregated Meter – a Company electric service meter that is not a Designated Meter,
measuring electric energy consumption that is eligible to receive credits under a Meter
Aggregation arrangement as described in RCW 80.60.030. A Customer-Generator may
aggregate a Designated Meter with one additional Aggregated Meter located on the same
parcel as the Designated Meter or a parcel that is contiguous with the parcel where the
designated meter is located.
2. Approval to Energize – Written electronic communication provided to the Customer, or
installer on Customer’s behalf, after the Company has reviewed and approved the as-built
specifications of the system per the approved interconnection application, and completed any
inspecting, testing, meter installation and on-site commissioning as needed. This
communication will represent final approval and agreement by the Company for the Customer
to operate the system as described on their application and for the Company to implement the
Net Metering terms of this Schedule. Once an Approval to Energize has been granted, it will
apply to the Net Metering System, even if the electric service is transferred to a new customer
of the Company. Any modifications to an approved Net Metering System must be reported to
the Company and may require the Customer to re-apply to the Company and obtain a new
Approval to Energize.
3. Customer-Generator – A Customer that operates a Net Metering System that is
Interconnected to the Company’s Electric System as defined in Schedule 152, at a premise
where the Customer receives Electric Service from the Company.
4. Designated Meter – The Company meter at the service of a Net Metering System, through
which the Net Metering System is Interconnected to the Company’s distribution Electric
System.
5. Meter Aggregation – The administrative combination of billing net energy consumption from a
Designated Meter and an eligible Aggregated Meter.
6. Nameplate Capacity – For a Generating Facility that uses an inverter to change DC energy to
AC energy, the Nameplate Capacity will be the manufacturer’s AC output rating for the
inverter(s), listed in kilowatts (kW).
7. Net Metering - Measuring the difference between the electricity supplied by the Company and
the excess electricity generated by a Customer-Generator’s Net Metering System over the
applicable billing period.
(K) Transferred to Sheet No. 150
(M) Transferred from Sheet No. 150-B
(K) (M)
I I (C) (D)
I I I (D)
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(M)
11th Revision of Sheet No. 150-B
Canceling 10th Revision
WN U-60 of Sheet No. 150-B
PUGET SOUND ENERGY
Electric Tariff G
Issued: June 28, 2019 Effective: July 28, 2019
Advice No.: 2019-29
Issued By Puget Sound Energy
By: Jon Piliaris Title: Director, Regulatory Affairs
SCHEDULE 150
NET METERING SERVICES FOR CUSTOMER-GENERATOR SYSTEMS
(Rider to standard rate schedules 7 through 49)
DEFINITIONS (Continued):
8. Net Metering System – a fuel cell, a facility that produces electricity and used and useful
thermal energy from a common fuel source, or a facility that generates Renewable Energy, that:
(a) Has an electrical generating Nameplate Capacity of not more than 100 kW AC;
(b) Is located on the Customer-Generator’s Premises;
(c) Operates in Parallel with the Company’s transmission and distribution facilities; and is
connected to the Company’s distribution system; and
(d) Is intended primarily to offset part or all of the Customer-Generator’s requirements for
electricity.
9. Good Utility Practice – (a) any of the practices, methods, and acts that when engaged in are
commonly used in prudent electric utility engineering and operations during the relevant time
period to operate and maintain electric equipment lawfully and with safety, reliability,
efficiency, and expedition; or (b) if no such practices, methods, and acts exist, then those
practices, methods, and acts that, in the exercise of reasonable judgment considering the
facts known when engaged in, could have been expected to achieve the desired result
consistent with applicable law, safety, reliability, efficiency, and expedition. Good Utility
Practice is not intended to be limited to the optimum practice, method, or act to the exclusion
of all others, but rather to be a spectrum of possible practices, methods, or acts.
10. Renewable Energy – energy generated by a facility that uses water, wind, solar energy, or
biogas as a fuel.
11. Contiguous Parcel – parcels are considered contiguous if they share a common property
boundary, but may be separated only by a road or rail corridor.
(K) Transferred to Sheet No. 150-A
(M) Transferred from Sheet No. 150-C
(K) (M)
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9th Revision of Sheet No. 150-C
Canceling 8th Revision
WN U-60 of Sheet No. 150-C
PUGET SOUND ENERGY
Electric Tariff G
Issued: June 28, 2019 Effective: July 28, 2019
Advice No.: 2019-29
Issued By Puget Sound Energy
By: Jon Piliaris Title: Director, Regulatory Affairs
SCHEDULE 150
NET METERING SERVICES FOR CUSTOMER-GENERATOR SYSTEMS
(Rider to standard rate schedules 7 through 49)
MONTHLY RATES & ADJUSTMENTS: The rates for Electric Service through the Designated Meter
shall be equal to the basic charge in the schedule under which the Customer-Generator would
normally receive service. Rates in this schedule are subject to adjustment by such other schedules
in this tariff as may apply.
TERMS AND CONDITIONS:
1. CALCULATION OF BILLED CHARGES - As described in RCW 80.60.30, billed charges for
kilowatt-hour consumption, and credit for excess kilowatt-hour generation by a Net Metered
System, will be calculated in the following manner:
a. The Company will measure the net amount of electricity delivered during the billing period.
b. If the electricity supplied by the Company exceeds the electricity generated by the Customer-
Generator's Net Metering System and fed back to the Company during the billing period, the
Customer-Generator shall be billed for the net electricity supplied by the Company.
c. If excess electricity generated by the Net Metering System during a billing period exceeds
the electricity supplied by the Company during the same billing period, the Customer-
Generator will be credited for the excess kilowatt-hours generated during the billing period,
making the kilowatt-hours available to offset electricity consumption during following bill
periods.
d. If a Customer-Generator requests, the Company will provide such a Customer-Generator
Meter Aggregation under the following additional terms:
i. For a Customer-Generator participating in Meter Aggregation, credits for kilowatt-hours
earned by the Customer-Generator's Net Metering System during the billing period first
will be used to offset electricity supplied by the Company at the Premise of the Customer-
Generator's Designated Meter.
ii. A Customer-Generator may aggregate a Designated Meter with one additional
Aggregated Meter, with service to the same Customer-Generator, located on the same
parcel as the Designated Meter or a parcel that is contiguous with the parcel where the
Designated Meter is located and;
(K) Transferred to Sheet No. 150-B
(M) Transferred from Sheet Nos. 150-D and 150-E, respectively
(K) (M) (D)
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(N)
5th Revision of Sheet No. 150-D
Canceling 4th Revision
WN U-60 of Sheet No. 150-D
PUGET SOUND ENERGY
Electric Tariff G
Issued: June 28, 2019 Effective: July 28, 2019
Advice No.: 2019-29
Issued By Puget Sound Energy
By: Jon Piliaris Title: Director, Regulatory Affairs
SCHEDULE 150
NET METERING SERVICES FOR CUSTOMER-GENERATOR SYSTEMS
(Rider to standard rate schedules 7 through 49)
TERMS AND CONDITIONS: (Continued)
1.d. (Continued)
iii. Credits for excess kilowatt-hours earned by the Net Metering System at the site of a
Designated Meter during a billing period will be applied to electricity consumption at
the Aggregated Meter during the same billing period.
iv. If credits generated in any billing period exceed total consumption for that billing period
at both meters that are part of an aggregated arrangement, excess kilowatt-hours will
be available to offset electricity consumption during following bill periods.
v. Credits carried over from one billing period to the next will be applied in subsequent
billing periods in the same manner.
vi. Meters so aggregated shall not change rate classes due to meter aggregation under
this section.
e. On March 31st of each calendar year, any remaining unused kilowatt-hour credits
accumulated during the previous year will be granted to the Company, without
compensation to the Customer-Generator.
f. The owner of a multi-family residential facility may install a Net Metering System assigned
to a single designated meter located on the Premises of the multi-family residential facility
where the tenants are not individually metered Customers of the Company and
distributing any benefits of the Net Metering to tenants of the facility where the Net
Metering System is located. The Company will measure the net energy produced and
provide credit to the single designated meter to which the Net Metering System is
assigned. The distribution of benefits to tenants of such a system, if any, is the
responsibility of the owner of the Net Metering System and not the responsibility of the
Company.
(K) Transferred to Sheet No. 150-C
(M) Transferred from Sheet No. 150-E
(D) (M)
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3rd Revision of Sheet No. 150-E
Canceling 2nd Revision
WN U-60 of Sheet No. 150-E
PUGET SOUND ENERGY
Electric Tariff G
Issued: June 28, 2019 Effective: July 28, 2019
Advice No.: 2019-29
Issued By Puget Sound Energy
By: Jon Piliaris Title: Director, Regulatory Affairs
SCHEDULE 150
NET METERING SERVICES FOR CUSTOMER-GENERATOR SYSTEMS
(Rider to standard rate schedules 7 through 49)
TERMS AND CONDITIONS (Continued):
2. OTHER CHARGES & COSTS –
a. Aggregation Set-Up Charge: A one-time charge of $85 shall be charged to any
Customer-Generator using Meter Aggregation under the terms of this schedule.
b. Costs:
i. The Customer-Generator shall pay for the Company’s standard watt-hour
meter electrical hook-up, if not already present.
ii. The Customer-Generator shall reimburse the Company for any and all
losses, costs, expenses, damages, claims, penalties, and liabilities the
Company incurs as a result of or related to the Customer-Generator’s failure
to obtain or maintain any governmental authorizations and permits required
for constructing and operating the Customer-Generator’s Generating Facility
or failure to maintain the Customer-Generator’s Generating Facility.
iii. The Customer-Generator shall pay for designing, installing, inspecting,
operating, and maintaining the electric Generating Facility in accordance with
all applicable laws and regulations. The Customer-Generator is responsible
for costs associated with any future upgrade or modification to its Generating
Facility that may be required due to future modifications in the Company’s
Electric System or changes in safety, power quality, or Interconnection
requirements.
(K) Transferred to Sheet No. 150-F
(M) Transferred from Sheet No. 150-D
(T)
(T)
(M)
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(M) (N)
(T)
(T)
(D) (T)
(D)
(D) (T)
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(K)
2nd Revision of Sheet No. 150-F
Canceling 1st Revision
WN U-60 of Sheet No. 150- F
PUGET SOUND ENERGY
Electric Tariff G
SCHEDULE 150
NET METERING SERVICES FOR CUSTOMER-GENERATOR SYSTEMS
(Rider to standard rate schedules 7 through 49)
TERMS AND CONDITIONS (Continued):
2. d. OTHER CHARGES & COSTS (Continued)
v. The Customer-Generator shall reimburse the Company for all costs
and expenses associated with any required upgrade or modification to
the distribution system (including, without limitation, any service line or
transformer) if (a) the Generating Facility’s output exceeds what the
Customer-Generator’s demand normally would have been if the
Generating Facility were not generating power, and (b) the existing line
transformer and service line are not rated for such output by the
Generating Facility. The following facilities and services will be required
if and where engineering, safety, or reliability studies by the Company
establish the need, and the Company in its sole discretion requires
them: (i) any required upgrade or modification of an existing
Interconnection protection device, (ii) installing Interconnection
protection devices, and (iii) installing a dedicated service transformer.
The Customer-Generator shall be responsible for costs associated with
these facilities and services.
(M) Transferred from Sheet No. 150-E
Issued: June 28, 2019 Effective: July 28, 2019
Advice No.: 2019-29
Issued By Puget Sound Energy
By:Jon Piliaris Title: Director, Regulatory Affairs
(D)(M
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(D)
2nd Revision of Sheet No. 150-G
Canceling 1st Revision
WN U-60 of Sheet No. 150- G
PUGET SOUND ENERGY
Electric Tariff G
SCHEDULE 150
NET METERING SERVICES FOR CUSTOMER-GENERATOR SYSTEMS
(Rider to standard rate schedules 7 through 49)
(Sheet left blank for future use.)
Issued: June 28, 2019 Effective: July 28, 2019
Advice No.: 2019-29
Issued By Puget Sound Energy
By:Jon Piliaris Title: Director, Regulatory Affairs
(D)
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_
2nd Revision of Sheet No. 150-H
Canceling 1st Revision
WN U-60 of Sheet No. 150-H
PUGET SOUND ENERGY
Electric Tariff G
Issued: June 28, 2019 Effective: July 28, 2019
Advice No.: 2019-29
Issued By Puget Sound Energy
By: Jon Piliaris Title: Director, Regulatory Affairs
SCHEDULE 150
NET METERING SERVICES FOR CUSTOMER-GENERATOR SYSTEMS
(Rider to standard rate schedules 7 through 49)
TERMS AND CONDITIONS (Continued):
3. INDEMNITY AND LIABILITY – The Company shall have no liability (whether arising in contract, tort,
strict liability, warranty, or otherwise) for permitting or continuing to allow the Interconnection of the
Customer-Generator to the Company’s Electric System. Further, the Company shall not be liable for
the acts or omissions of the Customer-Generator that cause loss or injury, including death, to any third
party.
The Customer-Generator assumes the risk of all damages, losses, costs, and expenses and agrees to
indemnify the Company, its successors and assigns, and their respective directors, officers,
employees, and agents, from and against any and all claims, losses, costs, expenses, liabilities,
damages, and penalties caused by or arising out of any electrical disturbance initiated by or migrating
through the Customer-Generator's Generating Facility. The Customer-Generator assumes the risk of
all damages, losses, costs, and expenses and agrees to indemnify the Company, its successors and
assigns, and their respective directors, officers, employees, and agents, from and against any and all
claims, losses, costs, expenses, liabilities, damages, and penalties, including reasonable attorneys’
fees, resulting from the death or bodily injury to any person, including the officers, employees, agents,
and subcontractors of either the Customer-Generator or the Company, to the extent arising out of the
Customer-Generator’s negligence or willful misconduct. The Customer-Generator waives any
immunity, defense, or other protection that may be afforded by any workers’ compensation, industrial
insurance, or similar laws (including the Washington Industrial Insurance Act, Title 51 RCW) in
connection with any action to enforce the Customer-Generator’s obligations under this Section 10 with
respect to any claim arising out of bodily injury (including death) of any employee of Customer-
Generator. This Section 10 will not be interpreted or understood as a waiver of Customer-Generator’s
right to assert any such immunity, defense, or protection directly against any of its own employees or
such employee’s estate or other representatives.
The provisions of this Section 10 shall not be interpreted as relieving any insurer of its obligations to
pay any insurance claims in accordance with the provisions of any insurance policy.
The Company shall have no liability or responsibility for the Customer-Generator’s electric Generating
Facility or its Interconnection with the Company’s Electric System, regardless of what the Company
knows or should know about the Customer-Generator’s electric Generating Facility or its
Interconnection. The Company shall not be deemed to have any ownership interest in or control of
the Customer-Generator’s Generating Facility.
(M) Transferred from Sheet No. 150-J
(D) (M)
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2nd Revision of Sheet No. 150-I
Canceling 1st Revision
WN U-60 of Sheet No. 150-I
PUGET SOUND ENERGY
Electric Tariff G
Issued: June 28, 2019 Effective: July 28, 2019
Advice No.: 2019-29
Issued By Puget Sound Energy
By: Jon Piliaris Title: Director, Regulatory Affairs
SCHEDULE 150
NET METERING SERVICES FOR CUSTOMER-GENERATOR SYSTEMS
(Rider to standard rate schedules 7 through 49)
TERMS AND CONDITIONS (Continued):
4. ACCESS TO PREMISES – The Customer-Generator shall permit the Company to enter the
Customer-Generator’s Premises or property to:
a. inspect, at all reasonable hours, the Customer-Generator’s Generating Facility’s
protective devices;
b. read any meter; and
c. disconnect at the Company’s meter or transformer the Generating Facility if, in the
Company’s determination, a hazardous condition exists and such action is necessary to
protect persons, or the Company’s facilities, or the property of others from damage or
interference caused by (i) the operation of the Customer-Generator’s electric Generating
Facility, (ii) the lack of properly operating protective devices at the Generating Facilities,
or (iii) the facilities are not able to be inspected.
The Company’s inspection or other action shall not constitute any approval or endorsement
by the Company. The Customer-Generator remains solely responsible for the safe, reliable,
and adequate operation of its Generating Facility.
(M) Transferred from Sheet No. 150-L
(D) (M)
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(D)
2nd Revision of Sheet No. 150-J
Canceling Attachments “B” and “EZ” to Schedule 150, and 1st Revision
WN U-60 _ of Sheet No. 150-J
PUGET SOUND ENERGY
Electric Tariff G
Issued: June 28, 2019 Effective: July 28, 2019
Advice No.: 2019-29
Issued By Puget Sound Energy
By: Jon Piliaris Title: Director, Regulatory Affairs
SCHEDULE 150
NET METERING SERVICES FOR CUSTOMER-GENERATOR SYSTEMS
(Rider to standard rate schedules 7 through 49)
ELECTRONIC APPLICATION PROCESS:
1. An electric Customer, or an agent acting on the Customer’s behalf must first submit a
complete and accurate Interconnection application to the Company. For systems that qualify
as Net Metering Systems, using a UL-listed inverter based technology, this will be through
PSE’s online Interconnection application portal. Instructions on how to apply are available at
www.pse.com. This electronic process replaces the process contained in Attachment “B” to
Schedule 150, Application and Agreement for Interconnection, Net Metering, and Production
Metering as well as Attachment “EZ” to Schedule 150, Application Agreement –Solar PV
25kW or Less. Attachments “B” and Attachment “EZ” are effectively cancelled on July 28,
2019, with the effective date of the 2nd Revision of this tariff sheet. The application will include
the following information:
a. Customer Account and Electric Service:
i. Name, entity type (individual or company/organization), account number, email and
phone number
ii. Existing electric service meter serial number and service address
b. Proposed Generating Facility:
i. Method of generation
ii. Use of UL 1741 rated inverters
iii. Quantity, make and model of generating equipment and inverters
iv. Solar module Nameplate Capacity, if applicable (generating capacity in kW DC)
v. Maximum inverter output (Nameplate Capacity in kW AC)
vi. Output voltage
vii. Battery backup system
viii. Make and model of batteries (if applicable)
ix. Schematic of all generators, inverters, points of disconnection, designated point of
interconnection, load centers, meters, storage and transfer switches on a one or three
line electrical diagram.
x. Potential meter access issues for the Company
xi. Physical location of equipment on the property.
c. Installer:
i. Is the system owner-installed
ii. Name, address, phone number and email address of installer if other than Customer.
d. Customer acceptance of the terms of schedules 150 and 152 and requirements of WAC
Chapter 480-108 and RCW 80.60
(K) Transferred to Sheet No. 150-H
(N)
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1st Revision of Sheet No. 150-K
Canceling Original
WN U-60 of Sheet No. 150-K
PUGET SOUND ENERGY
Electric Tariff G
Issued: June 28, 2019 Effective: July 28, 2019
Advice No.: 2019-29
Issued By Puget Sound Energy
By: Jon Piliaris Title: Director, Regulatory Affairs
SCHEDULE 150
NET METERING SERVICES FOR CUSTOMER-GENERATOR SYSTEMS
(Rider to standard rate schedules 7 through 49)
ELECTRONIC APPLICATION PROCESS: (Continued)
2. The Company will review complete applications and respond with either a request for
revisions/corrections or Approval to Construct. Once the system installation is complete,
including the passage of electrical inspection and finalization of permits obtained through the
local electrical permitting jurisdiction, the Customer, or agent on their behalf, will notify the
Company.
3. The Company will test that the system is installed according to the specified plans, and if so
install new metering equipment if necessary to execute the billing described in Schedule 150.
4. The Company will issue Approval to Energize to Customer for the Net Metering System,
signifying that Company approves of the system for interconnection and Net Metering under
the terms of Schedule 150.
5. Once issued, an Approval to Energize will apply to the Net Metering System, itself. A new
Customer that establishes Electric Service at the Premise of an existing Net Metering
System, is not required to apply for Interconnection or obtain a new Approval to Energize for
the Net Metering System in order to begin service under the terms of Schedule 150.
6. Any modifications to an approved Net Metering System must be reported to the Company
and may require the Customer to re-apply to the Company and obtain a new Approval to
Energize.
7. For all other systems, including those that qualify for the terms of this Schedule but do not
include a UL listed inverter based technology, Schedule 152 Attachment B must be
completed and submitted.
8. The Company is available to assist by telephone with the completion of applications for any
Customers unable to utilize the online application.
GENERAL RULES AND PROVISONS: Service under this schedule is subject to the General
Rules and Provisions contained in this tariff (Schedule 80), as they may be modified from time to
time, and to other schedules of the tariff that may from time to time apply to this Schedule.
(M) Transferred from Sheet No. 150-N
(D) (N)
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(D)
1st Revision of Sheet No. 150-L
Canceling Original
WN U-60 of Sheet No. 150-L
PUGET SOUND ENERGY
Electric Tariff G
SCHEDULE 150
NET METERING SERVICES FOR CUSTOMER-GENERATOR SYSTEMS
(Sheet left blank for future use.)
(K) Transferred to Sheet No. 150-I
Issued: June 28, 2019 Effective: July 28, 2019
Advice No.: 2019-29
Issued By Puget Sound Energy
By:Jon Piliaris Title: Director, Regulatory Affairs
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1st Revision of Sheet No. 150-M
Canceling Original
WN U-60 of Sheet No. 150-M
PUGET SOUND ENERGY
Electric Tariff G
SCHEDULE 150
NET METERING SERVICES FOR CUSTOMER-GENERATOR SYSTEMS
(Rider to standard rate schedules 7 through 49)
(Sheet left blank for future use.)
Issued: June 28, 2019 Effective: July 28, 2019
Advice No.: 2019-29
Issued By Puget Sound Energy
By:Jon Piliaris Title: Director, Regulatory Affairs
(D
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1st Revision of Sheet No. 150-N
Canceling Original
WN U-60 of Sheet No. 150-N
PUGET SOUND ENERGY
Electric Tariff G
SCHEDULE 150
NET METERING SERVICES FOR CUSTOMER-GENERATOR SYSTEMS
(Rider to standard rate schedules 7 through 49)
(Sheet left blank for future use.)
(K) Transferred to Sheet No. 150-K
Issued: June 28, 2019 Effective: July 28, 2019
Advice No.: 2019-29
Issued By Puget Sound Energy
By:Jon Piliaris Title: Director, Regulatory Affairs
(K)
(K)