California Alternative Energy and Advanced Transportation Financing Authority

Sales and Use Tax Exclusion (STE) Program

STE Approved Applicant Information - Next Steps

The California Alternative Energy and Advanced Transportation Financing Authority (CAEATFA) has established a summary of the steps required for an approved applicant to utilize CAEATFA’s approval of a sales and use tax exclusion. This document provides a brief summary; please refer to CAEATFA’s regulations for additional information.

This summary includes the legal template documents to be used:

Master Agreement:

Semi-Annual Agreement:

Final Semi-Annual Report

Transaction – Conveyance/Reconveyance (for Projects Approved Prior to December 2013):

Final Transaction:

Annual Report:

For more information regarding creating an Exemption Certificate or seeking a refund from the Board of Equalization (BOE) please visit the BOE Green and Advanced Manufacturing Website.