Qualifying Advanced Energy Project Credit Allocation Program - Application

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Overview

Project Overview
Workforce Community Engagement
Commercial Viability
Sector List

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Sheet 1: Project Overview

User Input	Calculated or from other tab	Instructions are in yellow boxes next to the corresponding inputs
This worksheet is used to capture information on Industrial Greenhouse Gas Reduction project proposals. Input data and assumptions should be substantiated in and show clear correspondence to applicant's project narrative. Applicant should first fill out the relevant user input (green) cells in the Project Overview tab. Data will be extracted from this workbook to compare submissions. Therefore, no cells, rows, or columns should be added.
Section	Applicant Information	Input	Units	Notes
Project Overview	Applicant Case Number			The case number used to track the application in the DOE 48C application portal.
	Company Name
	City (HQ)
	State (HQ)
	Zip Code (HQ)
	City (Facility)
	State (Facility)
	Zip Code (Facility)
	Qualified Investment ($)			Dollar amount of the qualified investment that "re-equips" the facility, as defined in 48C(b).
	Expected Credit Rate	30%		Applicants should select a 30% tax credit if they anticipate meeting the wage and apprenticeship requirements under 48C(e)(5) and (6). Applicants who do not anticipate meeting those requirements should select 6% from the dropdown.
	Tax Credit ($)	0		Calculated by multiplying Qualified Investment by Expected Credit Rate.
	Sector/Industry	Iron and Steel		Select the sector or industry that most closely matches the facility.
	If other Sector			If selected Other above, type a freeform answer.
	Facility Output Product			Brief description of the facility output product in 5 words or less (e.g., "rebar").
	Current production		tons/year	Current annual production in the facility covered by the greenhouse gas reduction project.
	Future production		tons/year	Future annual production in the facility covered by the greenhouse gas reduction project. If the project will alter annual production (e.g., increase or decrease output), that should be reflected here and described in the narrative.
	Decarbonization Approach			Select the process change that most closely describes the greenhouse gas reduction technique
	If other (or multiple) Decarbonization Approach			If selected Other above, type a freeform answer. If secondary or multiple equipment types are used, use freeform answer to describe
	Technology Readiness Level of decarbonization approach			Submit the Technology Readiness Level (1-9) of the technology, equipment, or process used in the GHG reduction project.
	EPA GHGRP ID (if applicable)			Applicants subject to EPA GHGRP reporting should provide their GHGRP ID.
	Which emissions reduction eligibility requirement do you meet?			Applicants should select whether they achieve at least a 20% reduction in GHG emissions for Scope 1, Scope 2, or a facility sub-unit. Regardless of eligibility, applicants must fill out at least facility-wide Scope 1 and Scope 2 emissions before and after the retrofit below; combined Scope 1 and Scope 2 emissions will be used to evaluate the hositic impact of the project.
	Current Facility Greenhouse Gas Emissions Scope 1		metric tons CO2e/year	Provide annual Scope 1 CO2-equivalent emissions at the full facility in the most recent year. For concept papers, applicants are not required to submit a full emissions accounting, but should be aware that they will be asked to justify their emissions estimates in the full application using EPA methodology. See Section V of Appendix B for more information. Applicants subject to EPA GHGRP reporting should provide their GHGRP ID above.
	Future Facility Greenhouse Gas Emissions Scope 1		metric tons CO2e/year	Using the same methodology, estimate the annual Scope 1 CO2-equivalent emissions at the facility after the greenhouse gas reduction project is completed. For concept papers, applicants are not required to submit a full emissions accounting, but should be aware that they will be asked to justify their emissions estimates in the full application using EPA methodology. See Section V of Appendix B for more information.
	Current Facility Greenhouse Gas Emissions Scope 2		metric tons CO2e/year	Provide annual Scope 2 emissions from the full facility's energy- and fuel-related purchases (electricity, off-site emissions of fuels) in the most recent year.
	Future Facility Greenhouse Gas Emissions Scope 2		metric tons CO2e/year	Estimate annual Scope 2 emissions from the full facility's energy- and fuel-related purchases (electricity, off-site emissions of fuels) after the greenhouse gas reduction project is completed.
	(Optional) Current sub-unit emissions		metric tons CO2e/year	(Optional) If claiming eligibility on the basis of 20% GHG reductions in a particular sub-unit, provide current annual GHG emissions from the sub-unit. Applicants must still submit full facility Scope 1 and Scope 2 emissions above, which will be used to evaluate the holistic impact of the project.
	(Optional) Future sub-unit emissions		metric tons CO2e/year	(Optional) If claiming eligibility on the basis of 20% GHG reductions in a particular sub-unit, provide future annual GHG emissions from the sub-unit. Applicants must still submit full facility Scope 1 and Scope 2 emissions above, which will be used to evaluate the holistic impact of the project.
Project/Business Plan	Date Complete Permitting		mm/dd/yyyy	Estimate the date at which the project will complete permitting.
	Date Begin Construction		mm/dd/yyyy	Estimate the date at which the project will begin construction.
	Date Begin Operation		mm/dd/yyyy	Estimate the date at which the project with begin operation. Applicant should note 48C's requirements for placing the project in service.
	Is this project being considered or planning to apply to local, state, or other federal agency programs?		Y/N	Examples include other federal tax credits, grants from the Department of Energy or other federal agencies, and state or local economic development incentives.
	If Yes, briefly explain funding:
Jobs	Direct Construction Jobs		FTE equivalent	Quantify the number of direct jobs that will be created during construction of the facility. Direct jobs are those jobs represented by the number of people whose work is directly billed to the project.
	Meet Wage and Apprenticeship Requirements?		Y/N	Do the construction jobs meet wage and apprenticeship requirements, as specificed in 48C(e) and treasury guidance?
	Direct Operating Jobs		FTE equivalent	Quantify the number of direct jobs that will be sustained for the operation of the facility. For retrofits/reequipped facilities, only include the number of additional operating jobs created by the project.

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Sheet 2: Workforce Community Engagement

User Input

Calculated or from other tab

Instructions are in yellow boxes next to the corresponding inputs

Please list the direct jobs that will be created during both construction and operations of the facility. For retrofits/reequipped facilities, please list the number of current jobs for the purposes of calculating incremental operating jobs created by the project. Please be as specific as possible. Direct jobs are those jobs represented by the number of people whose work is directly billed to the project. Do not list Indirect Jobs, defined as employees included in the supply chain who are not directly billed to the project. Examples include: - Producers of equipment or services that are used on the project - Accounting or administrative services - End-use installers - Operating jobs unrelated to the project (for a GHG reduction project in a steel facility, do not count steelworkers not working on the GHG reduction) The review team will calculate indirect jobs using a consistent methodology.

Applicant should fill out this section for any construction jobs they anticipate will meet wage and apprenticeship requirements under 48C(e) and corresponding Treasury guidance.

Applicant should fill out this section only if they anticipate that certain construction jobs will not meet prevailing wage and apprenticeship requirements. If so, they are not guaranteed the 30% credit and should expect to receive a 6% credit or pay penalties.

Current and anticipated operating jobs at the facility. Applicant should fill out the first column for Current FTE only if this is an existing facility.

Construction Jobs - Meeting Wage and Apprenticeship Requirements

Construction Jobs - NOT Meeting Wage and Apprenticeship Requirements

[Threaded comment] Your version of Excel allows you to read this threaded comment; however, any edits to it will get removed if the file is opened in a newer version of Excel. Learn more: https://go.microsoft.com/fwlink/?linkid=870924 Comment: Are operating jobs not subject to wage and apprenticeship requirements? Operating Jobs

Job Category

Annualized FTE

Annualized FTE

Annualized FTE

Annualized FTE

Annualized FTE

Job Category

Annualized FTE

Annualized FTE

Annualized FTE

Annualized FTE

Annualized FTE

Job Category

Current FTE (if applicable)

Annualized New FTE

Annualized New FTE

Annualized New FTE

Annualized New FTE

Annualized New FTE

Applicant can determine category

FY2023

FY2024

FY2025

FY2026

FY2027

Applicant can determine category

FY2023

FY2024

FY2025

FY2026

FY2027

Applicant can determine category

FY2022

FY2023

FY2024

FY2025

FY2026

FY2027

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Sheet 3: Commercial Viability

User Input	Calculated or from other tab	Instructions are in yellow boxes next to the corresponding inputs
This worksheet is used to capture information on commercial viability of Clean Energy Manufacturing and Recycling project proposals. Input data and assumptions should be substantiated in and show clear correspondence to applicant's project narrative. Applicant should first fill out the relevant user input (green) cells in the Project Overview tab. Next, applicant should fill out the user input cells in the Supply Chain, Community Benefits and Jobs, Emissions, and Voluntary Disclosure tabs, as well as the yellow tab that is specific to your Technology Area. Data will be extracted from this workbook to compare submissions. Therefore, no cells, rows, or columns should be added.
Section	Applicant Information	Input	Notes
Project to completion	Date Complete Permitting		Automatically populated from "Project Overview" tab.
	Date Begin Construction		Automatically populated from "Project Overview" tab.
	Date Begin Operation		Automatically populated from "Project Overview" tab.
Site selection	Company Name
	City (Facility)
	State (Facility)
	Zip Code (Facility)
Funding availability	Equity (%)		Indicate the percentage equity held by the company in the project.
	Debt (%)		Indicate the percentage of debt owed by the company. Enter 0 if not applicable.
	Equity sources
	Debt sources
	State or local incentives ($)		Indicate amount of state or local incentives received for the project.
	Other federal incentives ($)		Indicate amount of other federal incentives received for the project.
Market overview	Market share
	Expected growth in the next 5 years after production commencement		Indicate the percentage of expected growth rate for the product after 5 years of project commencement.
	End use application or installation of product
Corporate health	Ongoing legal claims (Yes or No)		Indicate if there are any ongoing or expected legal claims related to the project . If selecting Yes, explain in brief.
	Planned debt restructuring (Yes or No)		Indicate any planned debt restructuring. If selecting Yes, explain in brief.
	Other planned corporate actions that may affect completion of project (Yes or No)		Indicate any planned corporate or management actions that can impact the timely completion of the project or can cause the project to be stalled for an extended period of time. If selecting Yes, explain in brief.

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Sheet 4: Sector List

Sector

Iron and Steel

Cement

Chemicals

Pulp and Paper

Refining

Other

Process Changes

energy efficiency

electrification

low-carbon fuels, feedstocks, and energy sources (LCFFES)

material efficiency and substitution

carbon capture utilization and storage (CCUS)

others