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Chapter 2 of 4

Domestic Content Bonus: How to Qualify for an Additional 10% - Qualifying Manufacturing: Technology-Specific Guidance

Complete guide to earning the 10% domestic content bonus by using American-made steel, iron, and manufactured products in renewable energy projects.

Solar Panels

U.S. Manufacturing Requirement: - Solar cells must be assembled into finished panels in the United States - Panel framing, lamination, junction box attachment, and testing in U.S. facilities - Pre-2027: Cells can be foreign-sourced if panel assembly occurs in the U.S. - Post-2027: Cells must be FEOC-free (non-Chinese)

Qualifying U.S. Solar Manufacturers (as of 2024-2025): - First Solar (thin-film CdTe modules, fully U.S.-manufactured) - Silfab Solar (crystalline silicon panels, U.S. assembly) - Heliene (crystalline silicon panels, U.S. assembly) - Mission Solar (panels assembled in Texas) - Qcells (expanding U.S. manufacturing capacity)

Cost Premium: U.S.-manufactured solar panels typically cost 15-30% more than imported panels from China or Southeast Asia.

Inverters

U.S. Manufacturing Requirement: - Inverter assembly, testing, and certification must occur in the U.S. - Circuit boards, transformers, and components can be globally sourced if final assembly is in the U.S. - Post-2027: Components must be FEOC-free

Qualifying U.S. Inverter Manufacturers: - SMA America (string and central inverters, U.S. assembly) - Power Electronics (central inverters, U.S. manufacturing) - KACO New Energy (inverters assembled in U.S.) - Tesla (Powerwall inverters for residential storage)

Cost Premium: U.S.-assembled inverters cost 5-15% more than fully imported inverters.

Battery Energy Storage Systems

U.S. Manufacturing Requirement: - Battery cells must be assembled into modules and integrated into battery management systems in the U.S. - Pre-2027: Cells can be foreign-sourced if module assembly and BMS integration occur in the U.S. - Post-2027: Cells must be FEOC-free (extremely challenging, as most lithium-ion cells are Chinese)

Qualifying U.S. Battery Manufacturers: - Tesla (battery packs assembled in Nevada Gigafactory) - LG Energy Solution (expanding U.S. battery manufacturing) - Fluence (battery systems assembled in the U.S.) - Powin Energy (modular battery systems, U.S. integration)

Cost Premium: U.S.-assembled battery systems cost 10-20% more than fully imported systems.

Post-2027 Challenge: Most lithium-ion cells are manufactured in China or by Chinese-owned companies. Achieving FEOC-free battery storage systems will require significant supply chain shifts to South Korean, Japanese, or emerging U.S. cell manufacturers.

Wind Turbines

U.S. Manufacturing Requirement: - Nacelles, blades, towers, and major components must be manufactured or assembled in the U.S. - Many large wind turbine manufacturers operate U.S. facilities

Qualifying U.S. Wind Manufacturers: - GE Renewable Energy (nacelles and blades manufactured in U.S. facilities) - Vestas (U.S. manufacturing facilities in Colorado) - Siemens Gamesa (nacelle assembly and blade manufacturing in U.S.) - TPI Composites (wind turbine blades, U.S. facilities)

Cost Premium: U.S.-manufactured wind components typically cost 5-10% more due to labor and material costs.

Racking and Tracker Systems

U.S. Manufacturing Requirement: - Structural steel components (torque tubes, posts, rails) must be manufactured in the U.S. - Mechanical and electrical components (motors, controllers) must be assembled in the U.S.

Qualifying U.S. Racking Manufacturers: - Array Technologies (tracker systems manufactured in U.S.) - GameChange Solar (fixed-tilt racking, U.S. manufacturing) - Terrasmart (racking systems, U.S. manufacturing) - FTC Solar (tracker systems with U.S. components)

Cost Premium: U.S.-manufactured racking systems cost 10-20% more than imported systems.

Transformers and Electrical Equipment

U.S. Manufacturing Requirement: - Transformers, switchgear, and electrical equipment must be assembled and tested in the U.S. - Cores and coils can be globally sourced if final assembly occurs in the U.S.

Qualifying U.S. Manufacturers: - ABB (transformers and switchgear, U.S. manufacturing) - Eaton (electrical equipment, U.S. facilities) - Schneider Electric (switchgear and controls, U.S. assembly) - GE Grid Solutions (transformers, U.S. manufacturing)

Cost Premium: U.S.-manufactured electrical equipment costs 5-15% more.


FEOC (Foreign Entity of Concern)

What FEOC Means

Foreign Entity of Concern (FEOC) refers to entities owned by, controlled by, or subject to the jurisdiction of governments designated as concerns for U.S. national security and supply chain integrity.

FEOC Designated Countries: - China (People’s Republic of China) - Russia (Russian Federation) - Iran (Islamic Republic of Iran) - North Korea (Democratic People’s Republic of Korea)

Effective Date: FEOC restrictions apply to projects placed in service January 1, 2027 and later.

Ownership Thresholds

An entity is considered a FEOC if:

Government Ownership or Control: - The entity is owned by, controlled by, or subject to the jurisdiction of an FEOC government - Any ownership or control by an FEOC government (no threshold)

Private Entity FEOC Affiliation: - The entity is owned or controlled (25% or more) by FEOC-affiliated entities - Officers, directors, or substantial shareholders have FEOC government connections

Example: - A solar panel manufacturer is 30% owned by a Chinese state-owned enterprise - Result: The manufacturer is considered a FEOC entity; products do not qualify for domestic content bonus (post-2027)

Supply Chain Tracing

Projects must trace the supply chain to identify and exclude FEOC components and materials.

Tracing Requirements: - Identify the origin of all steel, iron, and manufactured products - Verify ownership structure of manufacturers and suppliers - Certify that components do not contain FEOC-sourced materials or parts

Levels of Tracing: 1. Direct Supplier: Is the manufacturer a FEOC entity? 2. Component Origin: Where are the components (e.g., solar cells, battery cells) manufactured? 3. Sub-Component Origin: Where are critical materials (e.g., silicon wafers, cathode materials) sourced? 4. Ownership: Who owns the manufacturers at each level of the supply chain?

Example: Solar Panel Tracing: - Panel manufacturer: U.S.-based (non-FEOC) - Solar cells: Taiwan-based manufacturer (non-FEOC) - Silicon wafers: Sourced from Chinese manufacturer (FEOC) - Result: Post-2027, panels may not qualify if silicon wafers are traced to FEOC source (depending on IRS final guidance on sub-component tracing depth)

Impact on Renewable Energy Supply Chains

Major Challenge: Chinese Dominance: - Solar: China produces ~80% of global solar manufacturing capacity (cells, wafers, polysilicon) - Batteries: China produces ~75% of global lithium-ion battery cells - Wind: Significant Chinese ownership in global supply chains - Critical Minerals: China controls processing of lithium, cobalt, rare earths essential for batteries and magnets

Post-2027 Compliance Challenges: - Sourcing non-Chinese solar cells and battery cells will be extremely difficult and costly - Limited non-FEOC alternatives exist as of 2025, with capacity ramping slowly - Supply chain tracing requirements will be extensive and costly - Premium costs for FEOC-free components may increase from 20-40%

Emerging Non-FEOC Supply Chains: - Solar: Expansion of manufacturing in the U.S., Europe, India, South Korea, and Southeast Asia (non-Chinese) - Batteries: South Korean (LG, Samsung), Japanese (Panasonic), and U.S. (Tesla, others) cell manufacturing expansion - Wind: European and U.S. turbine manufacturers with non-Chinese supply chains - Critical Minerals: Emerging processing capacity in the U.S., Canada, Australia

Strategic Planning for 2027+: - Begin qualifying non-FEOC suppliers now - Budget for 20-40% cost premiums for FEOC-free components - Consider delayed placed-in-service dates if non-FEOC supply chains are not ready - Evaluate whether domestic content bonus economics justify FEOC compliance costs

Verification and Certification

Manufacturer Certifications: - Manufacturers must certify that products are not FEOC-sourced or contain FEOC components - Certifications must include ownership structure disclosure - Certifications must trace component origins to the extent required by IRS guidance

Independent Third-Party Verification: - Engage independent engineers or supply chain auditors to verify FEOC compliance - Verify manufacturer certifications against public ownership records and supply chain data - Document supply chain tracing efforts for IRS audit defense

Documentation Retention: - Retain all FEOC certifications and supply chain documentation for at least 6 years - Include FEOC compliance in independent engineer reports - Maintain records of supplier due diligence and verification efforts


Documentation Requirements

Qualifying for the domestic content bonus requires extensive documentation to demonstrate compliance with both the steel/iron and manufactured products requirements.

Manufacturer Certifications

Required for Each Supplier/Manufacturer: - Certification that products are manufactured or assembled in the United States - Certification that steel and iron components are melted, manufactured, and coated in the U.S. - Disclosure of component origins (domestic vs. foreign) - Certification of FEOC compliance (for projects placed in service 2027+) - Ownership structure disclosure (to identify FEOC affiliations)

Certification Content: - Manufacturer name and address - Product description and specifications - Manufacturing location(s) - Steel/iron melting and manufacturing locations - Component sourcing details (where applicable) - Cost allocation (to support cost-based calculations) - Signature and date by authorized company representative

Example Certification Language: “[Manufacturer Name] certifies that the [Product Name] supplied to [Project Name] was manufactured/assembled at [U.S. Facility Location]. All steel and iron components were melted and manufactured in the United States. [Percentage]% of product components by cost were sourced from domestic suppliers. This product does not contain components from Foreign Entities of Concern. This certification is made under penalty of perjury.”

Bills of Materials and Cost Segregation

Bills of Materials (BOM): - Detailed list of all components, materials, and products used in the project - Origin designation (U.S. vs. foreign) for each component - Cost allocation for each component

Cost Segregation: - Separate steel/iron costs from manufactured product costs - Identify domestic vs. foreign costs for manufactured products - Calculate domestic manufactured product cost percentage of adjusted basis

Example BOM Excerpt:

Component Quantity Unit Cost Total Cost Origin Category
Solar PV Panels 25,000 $200 $5,000,000 U.S. (assembled) Manufactured Product (Qualified)
Inverters (string) 500 $2,000 $1,000,000 U.S. (assembled) Manufactured Product (Qualified)
Racking (steel) 1 lot $1,500,000 $1,500,000 U.S. (manufactured) Steel/Iron (Qualified)
Solar Cells (imported) N/A N/A $0 Taiwan (pre-2027) Component (included in panels)
Transformers 10 $50,000 $500,000 Germany Manufactured Product (Not Qualified)

Invoices and Purchase Orders

Required Documentation: - Invoices showing equipment and material purchases - Purchase orders specifying domestic content requirements - Delivery documentation showing shipping from U.S. facilities

Key Information to Capture: - Supplier/manufacturer name and location - Product description and model numbers - Quantity and unit pricing - Total cost - Manufacturing origin statements - Domestic content certifications (referenced or attached)

Independent Engineer Reports

Purpose: - Third-party verification of domestic content compliance - Support for tax credit claims and IRS audit defense - Validation of cost calculations and certifications

Report Contents: - Project description and technical specifications - Review of manufacturer certifications - Verification of steel/iron domestic origin - Calculation of manufactured products cost percentage - FEOC compliance verification (for 2027+ projects) - Summary of documentation reviewed - Conclusion regarding domestic content bonus eligibility

Cost: Independent engineer reports for domestic content typically cost $25,000 to $100,000+ depending on project size and complexity.

Retention Period

IRS Requirement: Retain all domestic content documentation for at least 6 years from the later of: - The date the tax credit is claimed, or - The date the tax return is filed

Best Practice: Retain documentation for at least 7-10 years to account for: - Extended IRS audit periods - Recapture periods (5 years for ITC) - Potential disputes or litigation - Transfer of project ownership

Documentation Storage: - Maintain organized digital and physical files - Index documentation by supplier, component category, and compliance requirement - Provide access to documentation for auditors, buyers, and lenders - Include documentation in project data room for asset sales


Cost Basis Calculation

Accurately calculating the domestic content cost percentage requires determining the project’s adjusted basis and the cost of qualifying domestic manufactured products.

Determining Adjusted Basis

Adjusted basis is the total cost of the project eligible for the ITC (or equivalent basis for PTC projects).

Step 1: Identify Total Project Costs

Included Costs: - Equipment (solar panels, inverters, batteries, turbines, trackers, transformers) - Materials (racking, steel, wiring, foundations) - Labor (installation, construction, commissioning) - Engineering and design services - Permitting and interconnection fees directly attributable to the project - Freight, delivery, and sales taxes on equipment - Site work and civil construction for the energy facility

Excluded Costs: - Land acquisition - Financing costs and interest during construction - General corporate overhead - Legal and accounting fees not directly related to construction - Pre-development costs (if not capitalized) - Post-placed-in-service costs

Example Total Project Costs: - Solar panels: $10,000,000 - Inverters: $2,000,000 - Racking systems: $1,500,000 - Electrical equipment: $1,000,000 - Installation labor: $4,000,000 - Engineering and design: $800,000 - Site work and civil: $700,000 - Total Adjusted Basis: $20,000,000

Isolating Manufactured Product Costs

Step 2: Identify Manufactured Product Costs

From the total adjusted basis, identify costs attributable to manufactured products (not steel/iron, labor, or other non-manufactured costs).

Manufactured Product Costs: - Solar panels: $10,000,000 - Inverters: $2,000,000 - Trackers (mechanical/electrical components): $500,000 - Transformers: $400,000 - Battery systems: $0 (not included in this project) - Total Manufactured Products: $12,900,000

Non-Manufactured Costs (excluded from calculation): - Installation labor: $4,000,000 - Steel/iron (racking structural): $1,000,000 - Engineering and design: $800,000 - Site work and civil: $700,000

Determining Qualified Domestic Manufactured Products

Step 3: Identify Which Manufactured Products Are Domestic

Review manufacturer certifications and documentation to determine which products qualify as domestically manufactured.

Example Analysis:

Product Cost Domestic? Qualified Cost
Solar Panels $10,000,000 Yes (U.S. assembled) $10,000,000
Inverters $2,000,000 Yes (U.S. assembled) $2,000,000
Trackers (mech/elec) $500,000 Yes (U.S. manufactured) $500,000
Transformers $400,000 No (imported from Germany) $0
Total $12,900,000 $12,500,000

Qualified Domestic Manufactured Products: $12,500,000

Calculating the Threshold Percentage

Step 4: Calculate Domestic Content Percentage

Formula:

Domestic Content % = (Qualified Domestic Manufactured Products Cost / Total Adjusted Basis) × 100

Example Calculation: - Qualified Domestic Manufactured Products: $12,500,000 - Total Adjusted Basis: $20,000,000 - Domestic Content %: ($12,500,000 / $20,000,000) × 100 = 62.5%

Step 5: Compare to Required Threshold

2024 Project (40% Threshold): - Domestic Content: 62.5% - Required: 40% - Result: Project qualifies for domestic content bonus (62.5% > 40%)

2027 Project (55% Threshold): - Domestic Content: 62.5% - Required: 55% - Result: Project qualifies for domestic content bonus (62.5% > 55%)

Example Calculations

Example 1: Solar Project (Qualifies)

Project Details: - Placed in service: 2024 - Technology: 20 MW solar - Adjusted basis: $24,000,000 - Required threshold: 40%

Cost Breakdown: - U.S.-manufactured solar panels: $13,000,000 (qualified) - U.S.-assembled inverters: $2,500,000 (qualified) - U.S.-manufactured trackers: $1,800,000 (qualified) - Imported transformers: $600,000 (not qualified) - U.S. steel racking: $1,200,000 (steel/iron, not counted toward manufactured products threshold) - Installation labor: $3,500,000 (not manufactured product) - Engineering and site work: $1,400,000 (not manufactured product)

Calculation: - Qualified domestic manufactured products: $13M + $2.5M + $1.8M = $17,300,000 - Domestic content %: ($17.3M / $24M) × 100 = 72.1% - Required: 40% - Result: Qualifies (72.1% > 40%)

Additional Credit Value: $24M × 10% = $2,400,000


Example 2: Solar Project (Does Not Qualify)

Project Details: - Placed in service: 2025 - Technology: 50 MW solar - Adjusted basis: $60,000,000 - Required threshold: 45%

Cost Breakdown: - Imported solar panels (China): $30,000,000 (not qualified) - Imported inverters (Germany): $6,000,000 (not qualified) - U.S.-manufactured trackers: $4,500,000 (qualified) - U.S. steel racking: $3,000,000 (steel/iron, not counted toward manufactured products threshold) - U.S. transformers: $1,200,000 (qualified) - Installation labor: $10,000,000 (not manufactured product) - Engineering and site work: $5,300,000 (not manufactured product)

Calculation: - Qualified domestic manufactured products: $4.5M + $1.2M = $5,700,000 - Domestic content %: ($5.7M / $60M) × 100 = 9.5% - Required: 45% - Result: Does not qualify (9.5% < 45%)

Missed Credit Value: $60M × 10% = $6,000,000 (forgone)

Issue: Despite using 100% U.S. steel (satisfying Part 1), the project fails Part 2 (manufactured products threshold) because solar panels and inverters—the largest cost components—are imported. The project cannot claim the domestic content bonus.


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This content is for educational purposes only and does not constitute tax, legal, or financial advice. Always consult with qualified professionals before making tax credit decisions.

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