Gather your documents

Before you submit the Pre-Qualification Form, you must read and agree to the Terms and Conditions.

To help make sure you have everything in order before you submit your Pre-Qualification Form, we’ve pulled out a list of outside items you need to have prepared to submit.

What documents do I need to include with the Pre-qualification form?

1. You must have insurance for the property being upgraded. The insurance policy must include, at minimum:
   • Standard commercial broad form property insurance; and
   • $2 million in commercial liability insurance.
2. You need to submit proof of the above insurance for the property that is being upgraded, which must include the following:
   • Policy provider
   • Policy number
   • Property address
   • Commercial liability coverage, and
   • Duration of the policy
3. You need to have scheduled an ASHRAE Level 2 audit for the property you’re upgrading. Once you’ve scheduled the audit, you need to submit a quote from a CEIP-Qualifed engineering consultant. The quote needs to include the following information:
   • the Property location
   • the list of audit requirements required under the Program, and
   • the date the audit is scheduled to occur.
4. You don’t need to submit proof of a scheduled ASHRAE Level 2 audit only if:
   • you’ve already done an ASHRAE Level 2 audit on the property in the 18 months before the date of submitting your pre-qualifiaction form AND
   • it meets the requirements of the Program (Appendix A of the Terms and Conditions) BUT
   • You still have to include a copy of the ASHRAE Level 2 audit report with the Pre-Qualification Form.
5. You need to include contact information for all the Property Owners, and all the Property Owners need to review and agree to the CEIP Terms and Conditions