PACE Portal- Scope Requirements

K2 Clean Energy Capital, LLC

Administrators: ST, JP
Item Feature Description
1 Account Management
Administrator- create, delete, and control access of Accounts and Users. Can view all Accounts
and Users from one page. Each Account shall have Company name, address, tel, top executive
names, emails, and phone numbers. Each User shall have email, telephone, and cell phone
contact information. Users can view their projects only. Sales Managers can view all- 2
levels/Account
2 Log-on
Account Users can log-on with ID & password. Multiple users at account. Administrators can
also log-on with ID & password. Log-on link on K2 CEC website. Users will have ability to go to
PACE input page, view Customer Folders & content, or view PACE information page
3 PACE Input
Users input data into PACE "Information Required" page. Automatically creates file with project
name, date, time. Saves input page in Customer folder and creates Excel output file (output file
to include User name). Output file stored in Administrator Folders. Users can take previously
submitted Input page, modify it, and save it with new date/time stamp.
4 Customer Folders
Allows Users to view all Customer folders and files stored in folders. Users can also save other
files (ppt, pdf, xls, jpg, etc.) into folders.
5 Notification
Automatically sends email to ST & JP (or other number) whenever a PACE input page is
submitted.
6 Data Storage (Cloud)
Parallel set of Customer folders, but only accessible by Administrators. Organized by Account
and by Customer Folder. Automatically receives output files whenever a PACE input page is
submitted. Automatically creates Customer Folder when created in Users account.
Administrators can save other files to Folders and can access them remotely. Also can create
"Templates" Folder to store generic files for Administrator use.
7 File Transfer Administrators can transfer selected files to Users Customer Folders.
8 PACE Information List of states & CA Counties that participate in PACE. PPT on PACE.
9 Project Tracking Excel sheet that includes list of all Projects.
10
11
12
13
14
15
9/16/2014
* Required information
1 Property Owner:
Company / Owner Name *
Address: *
City: *
State: *
Zip Code: *
c. Type of company (corp, partnership, etc.)
2 Customer Information:
check if same as above
Company / Customer Name *
Address: *
City: *
State: *
Zip Code: *
3 Mortgage/Debt on Property:
a. Mortgage/debt holder
b. Outstanding balance
4 Project Schedule (Estimated install date):
5 Assessor Parcel Number (APN):
6
7 Solar PV Project Details (provide copy of solar proposal if available):
a. System Type (Roof, Ground-mount, carport,
tracking):
b. System Size (kW DC): *
c. PV Module: manufacturer & model #
d. Inverter(s): Manufacturer, model #, warranty
period:
e. Projected Annual Energy Production (kWh): *
f. Total System Installed Cost ( $ including all
engineering, taxes, permits, etc): *
g. Projected Annual Energy Cost Savings ($): *
h. Electric utility rate annual escalator: *
i. Rebate (# years & $/kWH): *
j. Annual PV Degradation Rate (%):
k. Utility Rate Schedule (with solar):
l. Annual Operating & Maintenance Costs:
8 Energy Efficiency Upgrades:
a.EE Project Scope:
Assessed Value of Property:
d.Property owners (if more than one) with %
ownership
EE Project Cost:
EE Project Annual Energy Cost Savings:
EE Project Rebates/Incentives:
EE Project Annual Maintenance Cost/Savings:
b.EE Project Scope:
EE Project Cost:
EE Project Annual Energy Cost Savings:
EE Project Rebates/Incentives:
EE Project Annual Maintenance Cost/Savings:
c.EE Project Scope:
EE Project Cost:
EE Project Annual Energy Cost Savings:
EE Project Rebates/Incentives:
EE Project Annual Maintenance Cost/Savings:
%
%
%
Folder Name
File Name
Default Values if no input:
1450 kWh/kW DC
4.0%
$0.00
0.5%
@2.5% inflation
Auto populate cells if box is
checked.
Account User Customer
Date
Created $ Amount Schedule
K2 CEC
Contact Status
from input
page
from input
page
from input
page
from input
page
from input
page
from input
page Admin input Admin input
%
Probability Comments
Admin input Admin input
No. CA County
1 Alameda
2 Contra Costa
3 Fresno
4 Kern
5 Los Angeles
6 Marin
7 Monterey
8 Napa
9 Placer
10 Riverside
11 Sacramento
12 San Benito
13 San Bernardino
14 San Diego
15 San Francisco
16 San Luis Obispo
17 San Mateo
18 Santa Clara
19 Santa Cruz
20 Solano
21 Sonoma
22 Ventura
23 Yolo
24 Orange
25
26
27
28
29
30
* Contact K2 Clean Energy Capital for more information

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PACE Intro pdf
Other PACE documents to be added later