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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.

• Approved Applicant Procedures

This summary includes the legal template documents to be used:

Regulatory Agreement:

• Regulatory Agreement (Updated 3/19/21)
• Regulatory Agreement Exhibit B
• Signature Certificate

Semi-Annual Report:

• Semi-Annual Report Procedures
• Semi-Annual Report Certification (Updated 12/29/22)
• Semi-Annual Report Exhibit A (Updated 7/23/14)
• Final Semi-Annual Report Certification (Updated 1/2/20)

Final Exhibits A and B

• Final Exhibits A and B (Updated 1/2/20)

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

• Transaction Agreement Procedures
• Transaction Agreement
• Transaction Agreement Exhibit A
• Final Transaction Agreement
• Final Transaction Agreement Exhibit A and Exhibit B

Annual Report:

• 2022 Annual Certification Letter
• 2022 Annual Compliance 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.