SREC Disclosure Intake Form

Have the signed agreement and the solar design proposal ready. The form opens as you answer and points you to the right calculator when you reach system details.

SREC Type & Financier

SREC Type *
Please select an SREC type.
Financier *
Please select a financier.
Select the SREC type and financier to open the rest of the form.

Pricing

PPA/TPO = Total kWh rate
Initial price per kWh is required for PPA.
PPA/TPO Monthly Payment ACH or NON-ACH *
Monthly payment is required.
Escalator % *
Escalator selection is required.
PPA/TPO Monthly Payment ACH or NON-ACH *
Monthly payment is required.
Escalator: 2.99% — fixed for Aveyo Fund PPAs, no entry needed.
Monthly payment is required.
Escalator is required.
Monthly payment is required.
Escalator % *
Escalator selection is required.
From the Sunrun lease agreement
First payment amount is required.
From the Sunrun lease agreement
Final payment amount is required.
From the Sunrun lease agreement
Total of payments is required.
Term in years is required.
Term APR is required.
Purchase price is required.
SREC amount is required.
Covers the federal Investment Tax Credit (ITC) and the residential clean energy credit. Answer with the direction the homeowner has told you they're going. If you don't know, choose Yes.
What does each answer mean?

Yes — the homeowner plans to claim the federal tax credit. The usual answer for purchase customers. The project gets standard SREC pricing and nothing else changes. This is also the safe answer while the homeowner is still deciding — it can never over-promise.

No — the homeowner will not claim the federal tax credit. Illinois Shines then adds a $20-per-SREC bonus to the project's incentive (the “Small DG Customer-Owned adder”). Choosing No means Aveyo attests to the state that the customer is not taking the credit, and the customer's signed disclosure form will state they may not take it. Only choose No when the homeowner has clearly decided to forgo the credit.

What you can share with the homeowner (for their tax professional): Under Illinois Shines rules the two are mutually exclusive — a project whose owner receives a federal tax credit for it cannot also receive the $20-per-SREC bonus. The bonus is roughly $20 times the SRECs the project is expected to produce over 15 years; Shines ops can provide the exact dollar figure for a specific project. Whether claiming the credit or taking the bonus is better for them is a question for the homeowner and their tax professional — not for Aveyo or the rep.

You are recording the homeowner's stated direction, never advising on taxes. If their plan changes after you submit, contact Shines ops right away so the filing can be corrected before it goes to the state.

Federal tax credit selection is required.

System & Equipment

Inverter *
Inverter selection is required.
Select your inverter above to get the matching calculator link.
Mounting Type *
Mounting type is required.
From your calculator above
AC system size is required.
From your calculator above
DC system size is required.
System Size in kW from the solar design proposal (matches the IL Shines portal SREC application)
System size is required.
Year 1 estimated production volume (kWh) from the solar design proposal
System production is required.
Battery selection is required.
Battery size is required when battery is included.

Utility Information

Annual electricity usage is required.
Please select a utility company.

Customer Information

First name is required.
Last name is required.
Enter a 10-digit phone number.
This matches the sales rep phone — make sure it's the customer's number.
Valid email is required.
Street address is required.
City is required.
Enter the 5-digit ZIP code.

Rep Information

Sales rep name is required.
Enter a 10-digit phone number.