Intake Agent
Parses single-lines, interconnection letters, and meter data. Extracts kW DC, kW AC, technology, COD, and host-customer NAICS in under ninety seconds.
Incentive filing, end to end
File SGIP, ITC, and IRA paperwork in 72 hours.
Pay only when you’re awarded.
IncentiveAgent assembles, stamps, and submits the entire incentive stack for behind-the-meter fuel cell, solar, and storage projects. Five percent success fee. No award, no fee.
The status quo is expensive and slow
Developers under fifty projects per year cannot justify a full-time incentives team. The alternative is a rebate broker who quietly takes eight to fifteen percent of every check.
$1M+
Average SGIP + ITC stack on a 1 MW behind-the-meter fuel cell
80–200 hrs
In-house engineering and admin time per filing, per project
8–15%
Typical rebate broker contingency rate, paid on every awarded dollar
How it works
Three steps. Most filings ship within seventy-two hours of intake.
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01
Submit your project
Upload a single-line diagram, interconnection status, and expected COD. Ten-minute intake. We confirm scope and price within the same business day.
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02
The agents file everything
Five specialized agents draft, stamp, and submit SGIP Step 1/2/3, IRS Form 3468, Energy Community and Low-Income bonus elections, CARB pathway certifications, and Equity Resiliency adders where eligible.
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03
The award lands
You receive the incentive payment. We invoice the success fee out of escrow. If the award does not land, you owe nothing beyond the intake retainer.
What gets filed
Every filing in the table below is handled in-house, end to end. No re-keying, no hand-offs.
| Filing | Authority | Typical award | SLA |
|---|---|---|---|
| SGIP Step 1 — Reservation Request | CPUC / PA | $850–$1,100/kW (large-scale FC) | 72 hours |
| SGIP Step 2 — Proof of Project Milestone | CPUC / PA | n/a (release) | 5 business days |
| SGIP Step 3 — Incentive Claim | CPUC / PA | Disbursement | 5 business days |
| IRS Form 3468 — Investment Tax Credit | U.S. Treasury | 30–50% basis | Filed with return |
| SGIP Equity Resiliency adder | CPUC / PA | +$1,000/kWh storage | 72 hours |
| IRA Energy Community bonus (§48 / §45) | U.S. Treasury | +10% basis | Filed with return |
| IRA Low-Income Communities bonus | DOE / Treasury | +10–20% basis | Allocation window |
| CARB pathway certification (LCFS-eligible FC fuel) | CARB | Pathway value | Pathway-dependent |
The agents
Five specialized AI agents, supervised by a licensed PE and a tax attorney of record. Each agent owns one stage of the filing.
Eligibility Agent
Cross-references CalEnviroScreen, IRS Energy Community map, DAC tracts, and SGIP budget tables. Returns the maximum-stack adder set with citations.
Engineering Agent
Drafts the engineering attestation, single-line, and equipment cut-sheets package. Output is reviewed and stamped by a California-licensed PE.
Filing Agent
Submits to PG&E, SMUD, SCE, SoCalGas, and Treasury portals. Tracks docket numbers, queue position, and PA correspondence in a single audit log.
Compliance Agent
Maintains the post-award compliance calendar — M&V reporting, recapture-window monitoring, and PA performance attestations through year five.
Pricing
No award, no success fee. Intake retainer credits against the success fee on the first award.
Standard
5%
success fee on awarded incentive
- $2,500 intake retainer (credited)
- Single-incentive filings (SGIP or ITC)
- 72-hour filing SLA
- PE-stamped engineering package
- Audit trail and docket tracking
Most common
Combined stack
7%
on the full awarded stack
- $2,500 intake retainer (credited)
- SGIP + ITC + Energy Community + Equity Resiliency
- 72-hour filing SLA on each component
- PE stamp + tax attorney of record
- Five-year compliance calendar included
- Escrow on success fee
Enterprise
Custom
for portfolios of ten or more projects
- Volume-tiered success fee
- Dedicated filing team
- Portfolio-level compliance dashboard
- Quarterly incentive forecast
- White-label option for EPCs and developers
Trust signals
PE-stamped attestations
Every engineering filing is reviewed and stamped by a California-licensed Professional Engineer of record before submission.
$1M E&O coverage
Errors-and-omissions policy carried specifically against incentive filing work. Certificate available on request.
Escrow on success fee
Awarded funds flow through a third-party escrow. Our fee is released only after the customer confirms receipt.
Full audit trail
Every prompt, citation, and submission is logged. Customers receive a sealed PDF audit packet on each award.
Frequently asked questions
Who is this for?
Behind-the-meter fuel cell developers, solar-plus-storage integrators, and EPCs in the five-to-fifty projects-per-year range. Customers who feel the rebate broker spread but cannot justify a full-time incentives hire.
When do I pay?
$2,500 intake retainer at engagement. The five-percent success fee is invoiced from escrow only after the awarding authority disburses funds to the customer. If no award lands, no success fee is owed.
What if the rules change mid-filing?
Re-filings driven by program rule changes (CPUC handbook revisions, IRS Notice updates) are absorbed at no additional cost when they occur within the original SLA window. Major statutory changes are scoped case by case.
Who reviews the engineering?
A California-licensed PE reviews and stamps every engineering attestation before it leaves our systems. The PE is named on the filing and carries personal license risk — the AI does not.
How does the PE stamp work?
Engineering Agent drafts the package against the SGIP Handbook and equipment cut-sheets. The PE of record reviews each page, applies the stamp digitally with a verifiable signature, and the package goes to the PA portal under the PE’s name.
Do you handle non-California states?
Federal filings (ITC, Energy Community, Low-Income bonus) are handled in all fifty states. State-level program filings are currently limited to California (SGIP, SOMAH, DAC-SASH). New York NY-Sun and Massachusetts SMART are on the roadmap for Q3.
What is the SLA?
Standard SGIP Step 1 and ITC filings ship within seventy-two business hours of complete intake. Step 2 and Step 3 ship within five business days of milestone trigger. Enterprise customers get dedicated SLAs in the MSA.
What about clawback risk?
SGIP performance attestations are filed annually for five years post-PTO. We hold the compliance calendar and file the attestations under the same engagement. The success fee is not refundable in a clawback scenario, but our E&O policy covers filing errors that materially cause a clawback.
Submit a project this week
Ten-minute intake. Same-day scope confirmation. Filing on the wire within seventy-two hours.