If there was a deviation, please upload a Deviation Report that includes a listing of all measures in the Incentive Agreement that were not constructed as planned, with a description of the deviation(s) from the incentive agreement. Upload the following required documents for all projects to the secure folder on ShareFile.:
□ Invoices that document the total project cost
□ Signed W-9 form for the Payee. For Payees unable to provide a W-9 form (e.g., municipal enterprise departments), a signed letter by the Customer/ Authorized Agent requesting an alternative fund transfer mechanism, e.g., revenue transfer
□ Project Acceptance Documentation provided by the Contractor to the Customer indicating the Measures are installed and operating correctly
□ Complete set of Project Plans or technical documentation along with post installation photos
Note: Customers may reach out to an Upgrade for
Savings Program Representative at any time to seek assistance or guidance with
preparing the above documents. Contact Upgrade for Savings at 415-551-4623, or
by email at SaveEnergy@sfwater.org.