Customizing: Incentives, Rates, Transactions & Documents

Authorized users can create or edit custom: Incentives, Rates, Transaction Templates, or Document Templates in their Energy Toolbase account. This can be done by (1) copy/duplicating an existing template or (2) creating a new one from scratch.

 

Customizable types of content:

• Incentives: rebates, tax credits, and incentives (i.e., Federal MACRS Depreciation)

• Rates: utility rate/tariff schedules (i.e., SDG&E, AL-TOU)

• Transactions: financing transactions and cash flows (i.e., PACE Loan)

• Documents: an output file, used to present a Proposals’ analysis (i.e., ETB Legacy – PV only)

Note: custom-created Incentives, Rates, Transactions, and Documents are account-wide and accessible to all users in an account, assuming they have been ‘Activated.’