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 Report:

Final Exhibits A and B

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

Annual Report:

Using the STE Award:

For more information regarding creating an Exemption Certificate, using the award with construction contractors, or seeking a refund from the California Tax and Fee Administration (CDTFA) please visit the CDTFA’s website on the STE Program.