Tier 2 readiness checklist (PDF download)

17 items to have ready before a Tier 2 filing starts. Utility data is usually the slowest, so request it first.

Building facts

WA Building ID and the owner of record Commerce's notice letter or the Tier 2 Data Pool in the Clean Buildings Portal.
Gross floor area, excluding parking Measured to CBPS 008; sets Tier 2 coverage and the incentive amount.
Primary use and weekly operating hours The QEM needs these for the energy use intensity target (Form B).
Every electric and gas utility, with account numbers Each one must supply 12 months of data; tenants may need to authorize.

Clean Buildings Portal account for the owner (SAW login) Every owner signs; one designated user prepares the application.
Shared access granted to whoever prepares the filing Lets a representative work without your password.
A named energy manager Develops and maintains the EMP and signs Form A. Can be staff or a contractor.
A Qualified Energy Manager (QEM) Required for Tier 2; reviews, sets the EUIt and signs Form A.

ENERGY STAR Portfolio Manager property Create it or locate the existing one; note the Property ID.
12+ months of whole-building energy use Request it from each utility now; this is usually the slowest step.

Inventory of energy-using equipment HVAC, water heating, lighting, controls, refrigeration, envelope; nameplate photos work.
Preventive-maintenance task list and frequencies Per manufacturer guidance; the O&M Program Development Tool is optional.
Proof the PM is happening Completed PM logs, CMMS screenshots or a current signed PM service contract. Repair invoices alone do not count.

Energy Management Plan, signed by the owner Commerce template optional; attach the EMP reporting tool.
O&M reporting tool completed Mandatory attachment to the compliance application.
W-9 ready for each participating utility Utilities pay the incentive and most ask for one.
Multifamily rentals: Exhibit A and a rent schedule Only for the enhanced incentive; no tenant names or personal data.

Want it done for you? Send the address and floor area to hello@cleanbuildingsassociates.com for a free coverage check and incentive estimate.