MyPower. Product and Accounting Overview February 18, 2015



Similar documents
SOLARCITY CORP FORM 8-K. (Current report filing) Filed 10/29/15 for the Period Ending 10/29/15

FINANCING SCENARIOS FOR SOLAR

Close the Deal with Finance. Ben Peters AEE Solar Market Analyst

CEFIA s Effort to Drive Down BoS Costs in Connecticut s Solar Market

APPENDIX 1 The Statement of Financial Position

Overview of Rooftop Solar PV Green Bank Financing Model

Cash is King. cash flow is less likely to be affected

Introduction to Tax Equity Structures Part II. Tom Stevens Bill Fisher Deloitte Tax LLP

The key elements of GSL V s strategy are (see Item 1. Business of the Crown Castle 10-K for further discussion):

Allowance for Loan and Lease Losses. III. Measuring Impairment Under ASC 310

5 BUSINESS ACCOUNTING STANDARD CASH FLOW STATEMENT I. GENERAL PROVISIONS II. KEY DEFINITIONS

NORTH AMERICAN TITLE COMPANY Like Clockwork.

Habitat for Humanity of Southern Brazoria County (HfHSBC) This policy defines the terms and conditions that are required in a Habitat mortgage.

SunGard Brokerage & Securities Services, LLC Unaudited Statement of Financial Condition June 30, 2013

Solar Leasing for Residential Photovoltaic Systems

SolarCity Fourth Quarter 2015 Shareholder Letter

Consolidated Financial Statements (For the fiscal year ended March 31, 2013)

VIVINT SOLAR ANNOUNCES FIRST QUARTER 2015 FINANCIAL RESULTS

EHDOC Robert Sharp Towers II Limited Partnership (A Florida Limited Partnership) Financial Report October 31, 2014

UNDERSTANDING THE LOAN ESTIMATE

3. CONSOLIDATED QUARTERLY FINANCIAL STATEMENTS

HOME PRODUCT CENTER PUBLIC COMPANY LIMITED BALANCE SHEETS AS AT DECEMBER 31, 2003 AND 2002

FREEDOM INVESTMENTS, INC. STATEMENT OF FINANCIAL CONDITION AS OF JUNE 30, 2015 (UNAUDITED)

Solar Project Financing Commercial Power Purchase Agreements (PPAs) & PPA Market Rates for SCE Territory

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C FORM 10-Q

COMPLETING A PERSONAL NET WORTH STATEMENT (Personal Net Worth Statements and Related Financial Information Are Not Subject To Public Disclosure Laws)

Notes to Consolidated Financial Statements Notes to Non-Consolidated Financial Statements

Jon Buschke 3059 Austin Ave Simi Valley, CA (805)

Commercial Real Estate Investment: Opportunities for Income Generation in Today s Environment

18 BUSINESS ACCOUNTING STANDARD FINANCIAL ASSETS AND FINANCIAL LIABILITIES I. GENERAL PROVISIONS

Accounting for securitizations treated as a financing (on-balance sheet) verses securitizations treated as a sale (off-balance sheet)

Statement of Cash Flows

JALUX Inc. and Consolidated Subsidiaries. Notes to Consolidated Financial Statements

Studying Paper F7? Performance objectives 10 and 11 are relevant to this exam

BUSINESS PLAN TEMPLATE

Consolidated Financial Statements. FUJIFILM Holdings Corporation and Subsidiaries. March 31, 2015 with Report of Independent Auditors

LOAN APPLICATION. Name of Business (Legal Name): Address: City, State, Zip: Business Phone: Federal Tax ID #:

Transaction Information. Michael Jones and Mary Stone 123 Anywhere Street. Anytown, ST Steve Cole and Amy Doe 321 Somewhere Drive

The Basics of Lease Accounting

A&W Food Services of Canada Inc. Consolidated Financial Statements December 30, 2012 and January 1, 2012 (in thousands of dollars)

International Financial Reporting Standards (IFRS)

Reece Australia Limited (ABN ) and controlled entities Financial Information

Modeling Readiness Quiz

Accounting for Governmental Operating Activities Illustrative Transactions and Financial Statements

Current Accounting and Reporting Developments Webcast Series Third Quarter 2015

Chapter 21 The Statement of Cash Flows Revisited

MORTGAGE LOAN DISCLOSURE STATEMENT GOOD FAITH ESTIMATE NONTRADITIONAL MORTGAGE LOAN PRODUCT (ONE TO FOUR RESIDENTIAL UNITS (RE885) INFORMATIONAL SHEET

Volex Group plc. Transition to International Financial Reporting Standards Supporting document for 2 October 2005 Interim Statement. 1.

Preparing cash budgets

Status. General

FORM 6-K UNITED STATES SECURITIES AND EXCHANGE COMMISSION KYOCERA CORPORATION

What is a Balance Sheet?

13:11. Statement of Cash Flows. Chapter. Illustration. Statement of Cash Flows- summary. Overview

Loan Estimate. Loan Terms. Projected Payments. Costs at Closing. Save this Loan Estimate to compare with your Closing Disclosure.

How should banks account for their investment in other real estate owned (OREO) property?

TILA RESPA Integrated Disclosure

Appendix 4C. Quarterly report for entities admitted on the basis of commitments BIOTRON LIMITED. Quarter ended ( current quarter )

Lane County, Oregon Statement of Net Assets June 30, Governmental Activities. Business-type

ASPE AT A GLANCE Financial Statement Presentation1

LOAN APPLICATION RUSSELL COUNTY MICRO-LOAN FUND

CONSOLIDATED STATEMENT OF INCOME

Analyst Presentation. for the year ended 28 February 2014

Audited (Restated) (*)

Chapter. Statement of Cash Flows For Single Company

CETERA INVESTMENT SERVICES LLC (SEC I.D. No ) STATEMENT OF FINANCIAL CONDITION AS OF JUNE 30, 2015 (UNAUDITED)

FHA Office of Single Family Housing. Training: Origination Through Post-Closing/ Endorsement

Interim Financial Statements

HARMONIC DRIVE SYSTEMS INC. AND CONSOLIDATED SUBSIDIARIES CONSOLIDATED FINANCIAL STATEMENTS MARCH 31, 2013

Student Learning Outcomes

Insight into Deferred Taxes. How Do Deferred Taxes Arise?

Tower International Posts Third Quarter 2010 Adjusted EBITDA of $39.1 million

POLICY MANUAL. Financial Management Significant Accounting Policies (July 2015)

2014 FIRST QUARTER RESULTS CONFERENCE CALL. May 15th, 2014

The statements are presented in pounds sterling and have been prepared under IFRS using the historical cost convention.


PREVIEW OF CHAPTER Intermediate Accounting 15th Edition Kieso Weygandt Warfield

How To Get A Reverse Mortgage

Statement of Financial Accounting Standards No. 25. Statement of Financial Accounting Standards No.25. Business Combinations

MRS Title 9-A Definitions and rules of construction

Upon completion you will be able to:

Consolidation-Date of Acquisition. Chapter 4. Consolidation-GAAP. Consolidation-Date of Acquisition. Roadmap Chapters 5 to 10.

Transcription:

MyPower Product and Accounting Overview February 18, 2015

MyPower Product Overview MyPower is Our New Solar Loan Product Gives customers the opportunity to own their solar system, with zero down payment for the customer and the potential to lower monthly utility bills Customers purchase a solar system and contemporaneously enter into a 30-year loan agreement with a SolarCity subsidiary at an interest rate of 4.5-5.0% Key Features of the MyPower Solar Loan Low interest rate compared to other solar loans on the market 30 year term better ties to the expected life of the system Secured by the solar system and not the home (no lien on customer s home) Repayment of the loan is effectively based on the amount of energy the system produces; the higher the energy production, the faster the loan is paid off No prepayment penalties Loan can be paid down to reduce the subsequent $/kwh repayment rate Customer can claim 30% of the system's total cost as a federal investment tax credit [ITC] and use it as a kwh rate reduction payment For more information about the MyPower product, please refer to our website at: http://www.solarcity.com/residential/mypower-solar-loan http://blog.solarcity.com/mypower-qa Slide 2

MyPower Value Propositions Customers System ownership with no down payment Monthly payments imply lower monthly energy costs Loan repaid as energy produced Adds value to the home; loan payoff and transfer may be included in a home sale or mortgage refinancing Simple loan qualification process, terms and conditions 30 year warranty and performance guarantee at no additional cost Customer retains benefits of the investment tax credit [ITC] and Incentives, subject to balloon payment due on June 1st of the year after installation SolarCity Expands addressable market to include homeowners who prefer to own not lease High visibility into cash flow generation with contracts of up to 30 years with high credit quality customers Financing is not limited to the availability of capital from traditional tax equity sources Financial flexibility to potentially include customer cash flows in future asset backed securitizations Slide 3

Residential PPA, Lease and MyPower Comparison PPA ('Zero-down') Lease MyPower Key Contractual Terms System Ownership SolarCity or affiliates SolarCity or affiliates Customer Minimum contract term (most jurisdictions) 20 years 20 years 30 years Warranty & Performance Guarantees 20 year warranty; no performance guarantee 20 year warranty and performance guarantee 30 year warranty and performance guarantee Customer payments Variable as power produced with fixed annual rate escalation Fixed with annual rate escalation Variable as power produced with fixed annual rate escalation, subject to balloon payment Rebate and Incentives SolarCity SolarCity Customer Accounting Treatment Revenue recognition On energy production Straight-line over lease term Cost recognition System depreciated over 30 years System depreciated over 30 years Installment basis as cash received from customer payments Installment basis as cash received from customer payments Asset classification Solar energy systems leased and to be leased Solar energy systems leased and to be leased Other assets, current & non-current Customer loan receivable N/A N/A Customer notes receivable, current and non-current Deferred revenue N/A Yes if customer lease payments to date > straight-lined revenue recognized to date Yes represents revenue associated with system sale recognized as loan repaid Slide 4

MyPower Accounting Example Assumptions System Sales Price $30,000 Federal Tax Credit (30%) ($9,000) Incentives ($1,000) Net Cost to customer $20,000 Balance Sheet Income Statement Year 1 Debit Credit Debit Credit Solar System installed Solar Loan executed Other assets Inventory Customer loan receivable Deferred Revenue $15,000 $30,000 $15,000 $30,000 Customer loan and interest payments Year 1 Customer loan and interest payments Year 2 (assumes customer receipt of ITC in Year 1, and rate reduction payment to SolarCity in Year 2) $2,450 $10,950 Customer payments received Installment revenue recognized Installment cost of system recognized Interest income revenue on receipt of interest payment Customer loan receivable $1,000 Solar energy system sales Deferred Revenue $1,000 $1,000 Cost of solar energy system sales Other Assets $500 Interest income revenue on customer loan $1,450 $500 $1,000 $1,450 Total system cost* $15,000 Year 2 MyPower loan interest rate 5% This example ignores impact of sales tax, SRECs, warranty estimates, loan origination expenses and assumes interest on loan assessed at the end of the year. Interest income computation is an estimation only and is used for illustrative purposes in this example. Customer payments received (assumes payment of ITC received) Installment revenue recognized Customer loan receivable $10,000 Solar energy system sales Deferred Revenue $10,000 $10,000 $10,000 * Includes costs of system components and other materials, burdened labor, sales and marketing, and general and administrative costs, excludes certain non-cash items. This accounting model is potentially subject to change on the adoption of the new accounting standard ASU No. 2014-09 applicable 1/1/2017. Installment cost of system recognized Interest income revenue on receipt of interest payment Cost of solar energy system sales Other Assets $5,000 Interest income revenue on customer loan $950 $5,000 $950 Slide 5

Thank You SOLARCITY.COM Slide 6