The requirements for an assignment form come from the Clean Energy Regulator’s rules for small-scale technology certificates. The detailed wording can be updated, so treat this as the working checklist and confirm with the regulator’s guidance when in doubt. Our assignment form guide goes through a sample line by line.
What a valid form shows
- Who the owner is. Name and contact details, and the ABN for a business.
- What was installed. The type of system, brand, model, serial numbers and capacity.
- Where. The installation address.
- When. Installation date.
- The assignment. A statement that the owner assigns the right to create STCs to the installer or their registered agent.
- The consideration. What the owner receives in return, normally the discount.
- Signatures. The owner’s, dated.
Timing
The form should be signed before the claim is created. A form dated after the creation of the certificates is a red flag. If something changes between the signing and install, such as system size, get a corrected form.
Keeping records
The claimant must keep the form and supporting evidence for the period set by the regulator, so that an audit can be answered. Our guide to how STC audits work explains what happens if one is triggered, and the top rejection reasons lists the usual faults.
Product variations
Rooftop solar, batteries and hot water share the structure but carry different technical fields. See the pages for solar, battery and heat pump forms.
From the desk: a form that is complete but wrong is worse than one that is late. Check the details against the quote and registry before you ask for a signature.
Digital forms
Digital forms with electronic signatures are common and can work well, provided they capture the same information, a reliable date and the signer’s identity. Whatever system you use, make sure you can export a clear copy for an audit, and that edits after signing are blocked or logged.
What this means for installers
Make the requirements into a checklist, and let nothing go to the owner until it passes. A trader’s compliance desk can double-check before lodgement, which is one reason many installers choose one that does. See how it works, STC trading and the resources hub.