Your account manager walks you through the process.

1. Contact your MGE account manager. If you do not have an account manager, contact Bob Criscione at 252-4795 (talksbiz@mge.com) who will assign a representative to work with you.
2. Your account manager will review the energy-saving benefits of the improvements you are considering or you can have your contractor or vendor do this for you.
3. We will prepare financing options to match your project's estimated savings, working with you to find a configuration that best suits you.
4. We do a credit check. It may range from a simple review of your utility payment history to more thorough due diligence, depending on the size and complexity of your project. Your account manager will tell you what information you need to provide.
5. Your account manager gathers the necessary information from you and prepares a draft financing agreement for your review.
6. If acceptable to you, we'll finalize the documents for you to sign.
7. With financing now in place, you instruct your contractor to proceed with the work.
8. MGE will release funds as you tell us you need them.

Application information
MGE will need the following information from you for the Shared Savings loan or lease agreement. We also need the information for companion UCC (Uniform Commercial Code) documents. UCC filings establish a security interest in the financed items and are filed with the Register of Deeds and Department of Financial Institutions.

• Complete and accurate legal name of the business. Examples:
• John Doe, Sole proprietor
• John Doe LLC
• John Doe LLP
• John Doe, Inc.
• John & Jane Doe, Partnership
  
• Exact business status and state where business is registered. Examples:
  • LLC (Limited Liability Company) of Wisconsin, Delaware, etc.
  • LLP ( Limited Liability Partnership) of Wisconsin, Delaware, etc.
  • C Corporation or S Corporation of Wisconsin, Delaware, etc.
  • Sole proprietor residing in Wisconsin, etc.
    
• Complete customer mailing address.
  • (Street, City, State, Zip)
    
• Complete project address.
• (Street, City, State, Zip)
  
• Project Cost.
  • Preferably based on contractor proposals, may include some contingency
    
• Desired loan term (10-year maximum).
• Name(s) of agreement signer(s); may be more than one
  
• Title(s) of individual agreement signer(s). Examples:
  • Sole Proprietor
  • President, CFO, Manager, etc., for corporate entity
  • Member or managing member for LLC
  • Member or managing partner for LLP
  • Partner for straight partnership
    
• Complete mailing address(es) of individual agreement signer(s).
• (Street, City, State, Zip)
  
• Legal description of property at project location.
  • Must include Parcel Identification Number (PIN)

Related links
Legal description and PINs may be available from:
City of Madison Assessor's office
City of Middleton's Web site