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California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at www.pge.com/solareducation

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Page 1: California Solar Initiative Introduction Workshop · 2017. 3. 24. · 4 The purpose of this workshop is to provide a thorough understanding of the California Solar Initiative and

California Solar Initiative

Introduction Workshop

The slides for today’s presentation can be downloaded/printed at www.pge.com/solareducation

Page 2: California Solar Initiative Introduction Workshop · 2017. 3. 24. · 4 The purpose of this workshop is to provide a thorough understanding of the California Solar Initiative and

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Content• Introduction• Overview of Energy Efficiency and Climate Smart• Overview of California Solar Initiative (CSI)• EPBB Calculator• CSI Application Process• CSI Field Inspections• CSI Metering and Monitoring• Other Solar Electric Generating Technologies• Generation Interconnection Services (GIS)• Billing and Rates• Appendix

• Other Solar Incentive Programs• Other Renewables Programs

• Q&A Session

Page 3: California Solar Initiative Introduction Workshop · 2017. 3. 24. · 4 The purpose of this workshop is to provide a thorough understanding of the California Solar Initiative and

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Ground Rules

• Act in a safe manner and follow all safety guidelines

• Respect the presenter and fellow participants by limiting side conversations

• Do not interrupt the person talking, there is only one speaker at a time

• Ask only relevant questions or wait until the breaks if not related to the topic

• Silence cell phones or step out to make/take a call

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The purpose of this workshop is to provide a thorough understanding of the California Solar Initiative and its requirements. We will take you step by step through the application process and also give an overview of several related programs and services PG&E offers.

**Please note: This is not an instructional class on how to install solar**

If you are interested in learning to install solar or getting into the solar industry, please visit the following websites for information:

Interstate Renewable Energy Council-Renewable Energy Training Catalog:•http://irecusa.org/trainingCatalog/

The North American Board of Certified Energy Practitioners (NABCEP):•http://www.nabcep.org/certificates/entry-level-certificate-program/for-students

Grid Alternative (non-profit providing hands-on training for volunteers)•www.gridalternatives.org

Also check with local community colleges and universities

Objective

Page 5: California Solar Initiative Introduction Workshop · 2017. 3. 24. · 4 The purpose of this workshop is to provide a thorough understanding of the California Solar Initiative and

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About PG&E

19,800Employees

6,000+ MWOwned Electric generation capacity

20,000 MWTotal Peak Demand

6,136 milesGas transmission backbone

18,610 miles

Electric transmission circuits

5.1 MM electric 4.2 MM gas

Electric and gas distribution customers

What we do:Deliver safe, reliable, and environmentally responsible gas and electricity to approximately 15 million Californians

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We serve 5% of the U.S. population but emit less than 1% of the total CO2 emitted by the utility sector.

Page 7: California Solar Initiative Introduction Workshop · 2017. 3. 24. · 4 The purpose of this workshop is to provide a thorough understanding of the California Solar Initiative and

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PG&E is creating clean energy at our own facilities

PG&E Service Center is sending energy back to the grid!

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PG&E’s Integrated Approach

Reduce Energy

Use

Renewable Power Supply

NeutralizeEnergy

Use

Energy Efficiency &

Conservation

Solar &

Wind

Climate Smart

Page 9: California Solar Initiative Introduction Workshop · 2017. 3. 24. · 4 The purpose of this workshop is to provide a thorough understanding of the California Solar Initiative and

Overview of Energy Efficiency and Climate Smart

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Before installing solar…

Start with Energy Efficiency and Demand Management

• It is more cost effective to make your home more energy efficient before installing solar

• Educate yourself and your customers• Analyze current energy usage• Learn what to do by completing an audit• Explore rate options and other PG&E programs

• Encourage Customers to Take Action to be Efficient– Saves energy and money in 2 ways

• Less usage = smaller energy bills• Reduced load = smaller solar system = lower cost

Page 11: California Solar Initiative Introduction Workshop · 2017. 3. 24. · 4 The purpose of this workshop is to provide a thorough understanding of the California Solar Initiative and

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Residential

Page 12: California Solar Initiative Introduction Workshop · 2017. 3. 24. · 4 The purpose of this workshop is to provide a thorough understanding of the California Solar Initiative and

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• Available on electric and gas residential single family homes and multifamily properties:

PG&E Offers a Variety of Rebates

•High-Efficiency Clothes Washers

•ENERGY STAR®Dishwashers

•ENERGY STAR® Room Air Conditioner

•Electric Storage Water Heaters

•Natural Gas Storage Water Heater

•Attic and Wall Insulation

•Cool Roof –Low/Steep Slope

•Whole House Fan

•92% & 94% AFUE Central Natural Gas Furnace

•Variable Speed Motor (VSM) Air Handler System

•Variable and 2-Speed Swimming Pool Pump and Motor

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Retailer/Manufacturer Offered Rebates• Appliance Recycling

• Free pick-up of older, working refrigerators • They use up to up to three times as much energy as newer

ones and add as much as $250 to your annual energy bill• 98% of the fridge is recycled

• Air Duct Testing and Sealing• Lighting

• Instant rebates on different products (discount included in price):

– Compact Fluorescent Lamps (including spiral as well as selected covered reflector lamps and dimmables)

– Fluorescent Interior Hardwired Fixtures – Fluorescent Exterior Hardwired Fixtures (such as selected

covered reflector lamps) – Fluorescent Torchieres

Page 14: California Solar Initiative Introduction Workshop · 2017. 3. 24. · 4 The purpose of this workshop is to provide a thorough understanding of the California Solar Initiative and

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Business

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Energy Efficiency Rebates• PG&E offers a variety of rebates on gas and electric

products for businesses:

• Agricultural Products

• Appliances and General Improvement

• Food Service

• Heating, Ventilation and Air Conditioning (HVAC)

• Lighting

• Refrigeration

• Boilers and Water Heating

• Business Computing

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(Non-Residential Retrofit - NRR)

• Incentives for the installation of high-efficiency equipment or systems• Customized rebates that are calculated based on

actual reduction in energy usage

Non-Residential New Construction• The program offers owners and their design teams

analysis and resources to aid with energy-efficient facility design (10-15% above Title 24) of new non-residential facilities, expansions, or any added load

• Offers Energy-Efficiency Design Assistance at no cost

Page 17: California Solar Initiative Introduction Workshop · 2017. 3. 24. · 4 The purpose of this workshop is to provide a thorough understanding of the California Solar Initiative and

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Retrocommissioning (RCx)

• Systematic process for identifying less-than-optimal performance in an existing facility’s equipment and control systems

• Focuses on making necessary repairs or enhancements to existing equipment and systems to save energy and cost

• Can reduce energy costs by 5-15%

• PG&E provides incentives, engineering resources

• Building owners must agree to implement measures within 12 months

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-

2,000

4,000

6,000

8,000

10,000

12,000

14,000

1960 1965 1970 1975 1980 1985 1990 1995 2000

KW

h/pe

rson

US CA Western Europe

Courtesy Art Rosenfeld, California Energy Commission

• Energy efficiency programs have helped keep per capita electricity consumption in California flat since 1976

• PG&E’s programs alone have avoided the release of over 135 million tons of CO2 into the atmosphere over the same period

30+ Years of Energy Efficiency Success

Note: 2005 – 2008 are forecast data.

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Demand Response Programs• Programs that offer incentives for businesses who

reduce their energy load during peak demandDemand Response vs. Energy Efficiency

24-hour demand profile period for an office building

1

Wat

ts p

er sq

uare

foot

4.50

4.00

3.50

3.00

2.50

2.00

1.50

1.00

0.50

0.002 3 4 5 6 7 238 9 10 11 12 13 14 15 16 17 18 19 20 21 22 24

Demand ResponseStandardEnergy Efficient

1

Wat

ts p

er sq

uare

foot

4.50

4.00

3.50

3.00

2.50

2.00

1.50

1.00

0.50

0.002 3 4 5 6 7 238 9 10 11 12 13 14 15 16 17 18 19 20 21 22 24

Demand ResponseStandardEnergy Efficient

Page 20: California Solar Initiative Introduction Workshop · 2017. 3. 24. · 4 The purpose of this workshop is to provide a thorough understanding of the California Solar Initiative and

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Example of Demand Response Program

• PeakChoice allows customers to create a semi-customized program by selecting options from a list of features

PeakPeakChoiceChoiceTMTM

Event Notification Lead TimeMinimum notice you need before you

reduce energy

Maximum Number of EventsNumber of events you will participate in

Reduction Amount & Commitment LevelHow many kW you can reduce

Making a best effort to reduce vs. committing to reduce

Event DurationNumber of hours you have to reduce for each event

Event WindowWhat time of day an event can occur

Number of Consecutive Event DaysNumber of consecutive event-days you

can participate in

Page 21: California Solar Initiative Introduction Workshop · 2017. 3. 24. · 4 The purpose of this workshop is to provide a thorough understanding of the California Solar Initiative and

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ClimateSmart

• The energy you use emits greenhouse gases, such as carbon dioxide (CO2), into the atmosphere.

• ClimateSmart is a voluntary program that enables customers to reduce their impact on climate change.

• Customers can pay a separate amount on their monthly energy bill

• PG&E will invest 100% of the payment in independently verified greenhouse gas emission reduction projects in California

Page 22: California Solar Initiative Introduction Workshop · 2017. 3. 24. · 4 The purpose of this workshop is to provide a thorough understanding of the California Solar Initiative and

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ClimateSmart• These projects absorb or reduce over time an equal amount of CO2 from

the atmosphere, balancing out the climate impact of your energy use.– Conserving and restoring forests– Capturing methane gas from dairy farms and landfills– Many more proposed

Example of Projects:

Forestry

• Carbon sequestration• Habitat preservation• Watershed protection• CA is losing 40,000

acres of forestland annually

Dairy Methane Capture *

• Reduce impact of methane• Of 1900 dairies in CA,

unless than 24 capture methane

Landfill Methane Capture **

• Reduce impact of methane

* Pending CPUC approval.** Requesting CPUC approval.

Page 23: California Solar Initiative Introduction Workshop · 2017. 3. 24. · 4 The purpose of this workshop is to provide a thorough understanding of the California Solar Initiative and

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ClimateSmartEnrollment is easy and voluntary; customers can choose to

enroll their electric or gas or both accounts

Cost/Rates• Based on actual usage (how many kWh and/or therms

are used)• Electric: $0.00254 per kWh• Gas: $0.06528 per therm• Less than $5 per month for a typical residential home• Contributions are tax deductible

Visit the PG&E website to enroll or for more information– www.joinclimatesmart.com

Page 24: California Solar Initiative Introduction Workshop · 2017. 3. 24. · 4 The purpose of this workshop is to provide a thorough understanding of the California Solar Initiative and

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Resources

Residential:Smarter Energy Line

www.pge.com/myhome/saveenergymoney

or1-800-933-9555

Small/Medium Commercial:Business Customer Center

www.pge.com/mybusiness/energysavingsrebates

or1-800-468-4743

For more info and other programs, contact PG&E’s Energy Efficiency Lines

Large Commercial:Contact your assigned PG&E

Account Manger or Representative

Page 25: California Solar Initiative Introduction Workshop · 2017. 3. 24. · 4 The purpose of this workshop is to provide a thorough understanding of the California Solar Initiative and

BONUS:

What are the three parts of PG&E’s Integrated Approach?

Page 26: California Solar Initiative Introduction Workshop · 2017. 3. 24. · 4 The purpose of this workshop is to provide a thorough understanding of the California Solar Initiative and

Overview of the California Solar Initiative

(CSI)

Page 27: California Solar Initiative Introduction Workshop · 2017. 3. 24. · 4 The purpose of this workshop is to provide a thorough understanding of the California Solar Initiative and

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CPUC(CA Public Utilities Commission)

Retrofit ResidentialRetrofit CommercialCommercial New Construction

Residential New Construction

4. New Solar Homes Partnership (NSHP)

PG&E SCE CCSE

Program Administrators

CEC(California Energy Commission)

SDG&EPG&E SCE

SB 1

Program Administrators

Low Income Solar (LISP)

1. California Solar Initiative (CSI)

3. Single Family Affordable Housing

2. Multifamily Affordable Solar Housing

Retrofit Low Income

Grid Alternatives

BVES

Page 28: California Solar Initiative Introduction Workshop · 2017. 3. 24. · 4 The purpose of this workshop is to provide a thorough understanding of the California Solar Initiative and

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What is CSI?• The California Solar Initiative provides a financial

incentive for the installation of solar on a home or business.

• CSI incentives vary by incentive type, customer segment and system size.

• Incentive amounts gradually reduce over time.

• First funding is reserved, then once installation is complete, the incentive payment is made.

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CSI Eligibility• Project site must be in service area receiving retail electric service

from Pacific Gas & Electric (PG&E), Southern California Edison (SCE) or San Diego Gas & Electric (administered by CCSE)*

• CSI incentive rate determined by customer’s utility rate schedule

• Retrofit Residential Projects (Single Family & Multifamily homes)**

• Retrofit and New Construction Non-Residential Projects (Commercial, Industrial, Agricultural and Government)

• Must use new and eligible equipment approved on CEC list

• Note: Effective July 1, 2009 there is a new list for eligible PV modules

• New panels can be added to an existing inverter, if that inverter was previously rebated through the CSI (or program under SB1).

• Minimum System Size of 1 kW

• Maximum System Size of 5 MW

• Incentives will be capped to the First MW

*Municipal electric utility customers, check with your provider for any solar incentives. ** New construction residential projects are eligible under the New Solar Homes Partnership Program

Page 30: California Solar Initiative Introduction Workshop · 2017. 3. 24. · 4 The purpose of this workshop is to provide a thorough understanding of the California Solar Initiative and

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CSI Eligibility• Installation contractors must have valid A, B, C-10 or C-46 license

and be listed with the California Energy Commission, unless it is a self-installation• Can be verified by contacting the California State License Board at

www.cslb.ca.gov or 1-800-321-2752.

• System production must serve onsite electric load

• For system 5kW or greater: Estimated production from EPBB calculator must be < previous 12 month usage history (kWh)

• If system cannot be justified by historical usage, one of the following documentation must be provided:

1. Square Footage (only system size of 5-9.9 kW), will be used to calculate allowable size (2 watts x square feet = maximum CEC-AC system size)

2. Comprehensive list of appliances/equipment, wattage and expected usage or hours of operation

3. Other: engineering calculations, Title 24 (no older than 3 years), or building simulation reports such as eQuest, EnergyPro, etc

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CSI Eligibility• Energy Efficiency Requirements

• Energy Audit must be completed

• All Customers must sign a Disclosure Agreement*

• Acknowledgement that usage history/building information, energy efficiency measures and recommendations have been provided.

• Benchmarking (only for Non-Res over 100,000 sq/ft, EPBB only)*

• Comparison of energy consumption of a similar building to determine a rating/performance score

• If customer’s rating is less than 75, retrocommissioning must be completed.

• Improvements must be completed before a project is paid

• Non-Residential New Construction must be 15% above current Title 24 Standards*

*Effective July 1, 2009

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CSI Incentive StructureThere are two types of Incentives:

Expected Performance-Based Buydown (EPBB)

• EPBB is a one time, up-front payment based on an estimate of the system's future performance

Or…

Performance-Based Incentives (PBI)*

• PBI are monthly payments for 5 years based on actual performance of the system as measured by a separate performance meter

*Any system larger than 50 kW are required to select for the PBI Incentive

**Effective January 1, 2010 any system larger than 30kW are required to select the PBI Incentive

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CSI Incentive RatesIncentive structure:• 10 step program with a predetermined number of MegaWatts dedicated to each Step

Level • Rebates automatically decline based upon reservations approval• Higher rebates for non-taxable entities (Government/Non Profit)

$0.10$0.03$0.03$0.70$0.20$0.20102.550.510

$0.12$0.03$0.03$0.90$0.25$0.2583.441.19

$0.15$0.05$0.05$1.10$0.35$0.3573.236.18

$0.19$0.09$0.09$1.40$0.65$0.6562.9317

$0.26$0.15$0.15$1.85$1.10$1.1055.627.46

$0.32$0.22$0.22$2.30$1.55$1.5546.823.15

$0.37$0.26$0.26$2.65$1.90$1.9038.118.74

$0.46$0.34$0.34$2.95$2.20$2.2029.314.43

$0.50$0.39$0.39$3.25$2.50$2.5020.510.12

n/an/an/an/an/an/a--1

Gov't / NonprofitCommercialResidential

Gov't / NonprofitCommercialResidential

Non-ResResStep

PBI Payments (per kWh)EPBB Payments (per Watt)PG&E (MW)

ResNon Res

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Trigger Trackerwww.csi-trigger.com

*To determine approximate MW left in step, subtract column 9 from column 8

8* 9*4 5 6 71 2 3

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Solar to Date• PG&E territory represents more grid-tied solar systems

than any other utility in the United States

• CSI Program success…

• Approximately 19,500 Applications Received

• Over 14,000 Projects Completed totaling over $300 Million in incentives paid

• Continuous improvements made to streamline process and to make PowerClerk user friendly

• Reduced paperwork by more than 50%• Working towards going paperless in the near future

Page 36: California Solar Initiative Introduction Workshop · 2017. 3. 24. · 4 The purpose of this workshop is to provide a thorough understanding of the California Solar Initiative and

BONUS:

What is the maximum and minimum system size to be eligible for a CSI

incentive?

Page 37: California Solar Initiative Introduction Workshop · 2017. 3. 24. · 4 The purpose of this workshop is to provide a thorough understanding of the California Solar Initiative and

EPBB Calculator

Page 38: California Solar Initiative Introduction Workshop · 2017. 3. 24. · 4 The purpose of this workshop is to provide a thorough understanding of the California Solar Initiative and

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EPBB Calculator

• Online tool that estimates the expected production of the system and is used to determine the CSI incentive amount

• Takes into consideration equipment, location, orientation, tilt, shading effects and standoff height

• Measures the proposed system against an optimal system

• Derates the proposed system by a certain percentage, referred to as the Design Factor, for any factors affecting the expected performance.

Page 39: California Solar Initiative Introduction Workshop · 2017. 3. 24. · 4 The purpose of this workshop is to provide a thorough understanding of the California Solar Initiative and

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Filling Out the EPBB Calculator

• Required Field Measurements

• Standoff Height

• Shading

• Tilt

• True Azimuth

Page 40: California Solar Initiative Introduction Workshop · 2017. 3. 24. · 4 The purpose of this workshop is to provide a thorough understanding of the California Solar Initiative and

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Standoff Height• Standoff Height - perpendicular distance from roof to the

bottom of the module frame

• If not parallel to roof, use average height as shown below

Frame

6”

3”

(6”+3”)/2=4.5”

(SMAX)

(SMIN)

Mounting Method Choices:

0”

>0” to 1”

>1” to 3”

>3” to 6”

>6”

Please note: If the Mounting Method is not selected on the EPBB Calculator, it will automatically default to greater than 6” which can result

in an incorrect design factor

Page 41: California Solar Initiative Introduction Workshop · 2017. 3. 24. · 4 The purpose of this workshop is to provide a thorough understanding of the California Solar Initiative and

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Minimal Shading and Solar AccessObstructions such as trees, chimneys or nearby buildings can cast shadows on PV systems, which can reduce the system’s sun access thereby reducing the amount of electricity the system will generate.

You must indicate on the EPBB Calculator whether there is shading that will have an impact or not.

Option 1: Minimal Shading

• Minimal Shading-requires at least a 2:1 distance to height ratio of any object within the orientation of sun to the panels.

A

B

A > (2 X B)

For example, if line B is 13 feet, then line A has to be 26 feet or more

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Minimally Shaded?

40 Feet10 Feet

2 x Height < Distance = Minimal Shading

Object Distance is 40 feet from the array.

Object Height is 10 feet above the array,

2 x Height = 2 x 10 feet = 20 feet.

Is 20 feet < 40 feet? Is this Minimal Shading?

NO SHADE IMPACT REQUIRED

YES

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Minimally Shaded?

25 Feet

2 x Height < Distance = Minimal Shading

Object Distance is 25 feet from the array.

Object Height is 15 feet above the array,

2 x Height = 2 x 15 feet = 30 feet.

Is 30 feet < 25 feet? Is this Minimal Shading?

SHADE IMPACT REQUIRED

15 FeetNO

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If Not Minimal Shading…Option 2: Not Minimal Shading, Enter Solar Access Values

• If a system does not satisfy the minimal shading requirement, a shading analysis needs to be performed to generate monthly solar access values.

• Solar access can be measured with tools such as the Solar Pathfinder or Solmetric SunEye (available at Pacific Energy Center to loan, visit www.pge.com/pec/tll)

• Measurements should be take at every major corner, but should not be more than 40 feet apart.

Page 45: California Solar Initiative Introduction Workshop · 2017. 3. 24. · 4 The purpose of this workshop is to provide a thorough understanding of the California Solar Initiative and

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Sample Reading

Page 46: California Solar Initiative Introduction Workshop · 2017. 3. 24. · 4 The purpose of this workshop is to provide a thorough understanding of the California Solar Initiative and

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Shade Impact Comparison: EPBB vs PBI

PBI• Incentive based on actual kWh generation• Since entire year’s system availability affects kWh

generation, all shade including winter shade affects incentive

EPBB• Only summer months (May-October) solar access

affects incentive• Winter shade has no impact on incentive

Page 47: California Solar Initiative Introduction Workshop · 2017. 3. 24. · 4 The purpose of this workshop is to provide a thorough understanding of the California Solar Initiative and

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Tilt

• Tilt - Angle at which the modules are mounted relative to 0º (flat horizontal surface)

• Modules that are installed on a flat roof will have a 0º tilt

tilt angleº

Frame

Ex. 30º

Page 48: California Solar Initiative Introduction Workshop · 2017. 3. 24. · 4 The purpose of this workshop is to provide a thorough understanding of the California Solar Initiative and

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What is True Azimuth?True Azimuth – the angle, usually measured in degrees(°), between a reference point

(True North Point 0°) and the direction of interest (direction panels are facing)

• The magnetic azimuth is measured using a compass, which does not represent the true north point because of the Earth’s magnetic fields

• Therefore, the magnetic azimuth must be corrected by adding (in Western U.S.) the magnetic declination of a specific location to give true azimuth

Magnetic DeclinationMagnetic North on a

Compass

Page 49: California Solar Initiative Introduction Workshop · 2017. 3. 24. · 4 The purpose of this workshop is to provide a thorough understanding of the California Solar Initiative and

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Magnetic Declination Correction• Look up magnetic declination for specific location at:

(http://www.ngdc.noaa.gov/geomagmodels/Declination.jsp)

• Enter in zip code, and it will calculate the magnetic declination for that location.

For example:

If you are in San Francisco and your compass shows you a reading of 180°,

you would look up the zip code (e.g. 94105) and add the given correction for magnetic declination of 14° to get a true

azimuth of 194°

On EPBB Calculator, enter the azimuth as 194°

Page 50: California Solar Initiative Introduction Workshop · 2017. 3. 24. · 4 The purpose of this workshop is to provide a thorough understanding of the California Solar Initiative and

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Tips for Determining Azimuth

• Try to stay 10-15 ft away from metal, motors, rooftop package units or magnets

• Store compasses away from cell phones and magnets

• Do not place compass directly on module or racking in case there are any magnetic fields present

• Check reading against tools like GoogleEarth. There is no azimuth function, but it can be used to provide sanity check for azimuth.

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EPBB Tool Demonstration

www.csi-epbb.com

We will show how to input a sample system

EPBB Tool explanation sheet can be found online at www.pge.com/solareducation

Page 52: California Solar Initiative Introduction Workshop · 2017. 3. 24. · 4 The purpose of this workshop is to provide a thorough understanding of the California Solar Initiative and

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Using the EPBB Calculator:Incentive Amounts

EPBB Incentive = EPBB Incentive Rate x CSI rating

• CSI rating = CEC-AC Rating x Design Factor

PBI Incentive = PBI Incentive Rate X Actualmonthly kWh output*

• EPBB calculator will give estimate of the incentive for PBI by calculating estimated annual output (annual kWh) x the incentive rate x 5 years

* As reported monthly by a separate performance meter

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Field Verification• Field measurements should be verified pre and post

installation for accuracy• If changes have been made after installation is complete, a

new EPBB calculator must be submitted

• The following measurements must also be verified in the field post installation by the contractor*• Primary Method

• Solar Irradiance• Temperature• Inverter Output

• Compare to Field Verification Output Table (next page)

• Secondary Method (trained/certified professionals only)• Instructions are on the form

*Effective for Reservation Request Applications first received on or after July 1, 2009

Page 54: California Solar Initiative Introduction Workshop · 2017. 3. 24. · 4 The purpose of this workshop is to provide a thorough understanding of the California Solar Initiative and

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Field Verification Output Table

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Multiple EPBB Calculators

• Multiple EPBB Calculators are needed when there are multiple arrays that differ in one or more of the following:

• Stand-off Height

• Shading

• Tilt

• True Azimuth

• Panel manufacturer and/or model

• Inverter manufacturer and/or model

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28 panels:

Azimuth - South 180º

Tilt - 21º from horizontal Neighbor’s tree

3

21

4

Case Study 1

3

21

4

One array with the same:•modules and inverter(s)•stand-off height •shading•azimuth•tilt

Each corner of the array is less than 40 feet apart

Page 57: California Solar Initiative Introduction Workshop · 2017. 3. 24. · 4 The purpose of this workshop is to provide a thorough understanding of the California Solar Initiative and

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Case Study 1: Calculate Solar Access Averages

Take four snapshots, each will generate 12 monthly Solar access values

Jan 84%

Feb 89%

Mar 92%

Apr 93%

May 94%

June 95%

July 97%

Aug 96%

Sept 94%

Oct 92%

Nov 91%

Dec 89%

Array 1: Solar access values are averaged

for points 1-4 and entered on EPBB

Calculator

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58

Case Study 1: Calculate ImpactSince entire array has the same stand-off height, shading,

azimuth, tilt and equipment, it is fine to complete only one

EPBB Calculator.

Array has 28 panels

Page 59: California Solar Initiative Introduction Workshop · 2017. 3. 24. · 4 The purpose of this workshop is to provide a thorough understanding of the California Solar Initiative and

59

Case Study 2

9 panels:

Azimuth - East 90º

Tilt - 17º from horizontal

21 panels:

Azimuth - South 180º Tilt

- 21º from horizontal

Neighbor’s tree

1

23

4

7

56

8

•Two arrays with the same module types and same inverter(s)

•Two arrays with different shading, azimuths and tilts•Each corner of each array is less than 40 feet apart

Page 60: California Solar Initiative Introduction Workshop · 2017. 3. 24. · 4 The purpose of this workshop is to provide a thorough understanding of the California Solar Initiative and

60

Case Study 2: Calculate Solar Access Averages

Jan 89

Feb 90

Mar 92

Apr 93

May 94

June 95

July 97

Aug 96

Sept 94

Oct 92

Nov 91

Dec 89

Solar access values are

averaged for points 1-4 and

entered on EPBB Calculator

for Array 1

Solar access values are

averaged for points 5-8 and

entered on EPBB Calculator

for Array 2

Take 8 snapshots, each will generate 12 monthly Solar access values

Jan 90

Feb 91

Mar 92

Apr 93

May 94

June 95

July 96

Aug 96

Sept 95

Oct 93

Nov 92

Dec 91

Page 61: California Solar Initiative Introduction Workshop · 2017. 3. 24. · 4 The purpose of this workshop is to provide a thorough understanding of the California Solar Initiative and

61

Case Study 2: Calculate Impact

Array #1 has 9 panels

Since the two arrays have the different shading azimuths and tilts, two separate EPBB Calculator submittals are required - one for each array.

Array # 2 has 21 panels

Page 62: California Solar Initiative Introduction Workshop · 2017. 3. 24. · 4 The purpose of this workshop is to provide a thorough understanding of the California Solar Initiative and

BONUS:

What is the current incentive rate for EPBB and PBI for both Residential and

Commercial?

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CSI Application Process

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64

Before Applying

Application Terminology:

• Host Customer: the utility customer of record (person listed on the bill) atthe location where the generating equipment will be located.

• System Owner: the owner of the generating equipment at the time the incentive is paid.

• Applicant: is the entity/person that completes and submits the CSI Program application and serves as the main contact person for the CSI Program.

• Project Site: the physical site where the system is going to be installed as listed with PG&E. If there is a separate mailing address, this can be indicated under the Host Customer section.

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65

2 Step vs 3 Step Applications

2 Step• All Residential retrofit

projects• All retrofit and new Non-

Res projects < 10 kW

CommercialIndustrialAgriculturalGovernmentNon-Profit

3 Step• All Non-Res retrofit and

new construction projects > 10 kW

CommercialIndustrialAgriculturalGovernmentNon-Profit

Page 66: California Solar Initiative Introduction Workshop · 2017. 3. 24. · 4 The purpose of this workshop is to provide a thorough understanding of the California Solar Initiative and

2 Step Application Process

Page 67: California Solar Initiative Introduction Workshop · 2017. 3. 24. · 4 The purpose of this workshop is to provide a thorough understanding of the California Solar Initiative and

2 Step ApplicationAll Residential Retrofit and All Non-Res Projects < 10 kW

Submit

Incentive Claim

Form

ICF

Submit

Reservation Request

Form

RRF

Step 1. Reserve the Funding Step 2. Claim your Incentive

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68

Step 1 of 2: Reservation Request Required Documents

1. Completed Reservation Request Form and Program Contract with Signatures

• Application listing the customer, installer, project site, requested incentive amount, etc

2. Documentation of an Energy Efficiency Audit (or Title 24 documentation or other exemptions)

• Can be done on PG&E website, phone or mail

3. Printout of EPBB Tool Calculation (www.csi-epbb.com)

• Each array requires a separate printout to determine correct incentive

4. Copy of Executed Agreement of Solar System Purchase and Installation

• Purchase/installation contract between involved parties

5. Copy of Signed Disclosure Agreement*

• Acknowledgement of energy efficiency information provided

*Effective July 1, 2009

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Step 1 of 2: Additional Required Documents, IF APPLICABLE

If Existing EPBB Customer with Commercial Building >100,000 sq ft & Benchmarking < 75

6. Copy of Commitment Agreement

• Commits customer to complete improvements identified in assessment

If No Historical Usage or Annual kWh on EPBB Calculator > Previous 12 Month Usage history

7. Electrical System Sizing Documentation

• Square footage, list of new equipment/appliances with wattage and expected use, or engineer calculations

If the Owner of the System is Not the PG&E Customer

8. Copy of Executed Alternative System Ownership Agreement

• Listing involved parties, terms, length of time, signatures, etc.

*Effective July 1, 2009

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70

Step 1 of 2: Additional Required Documents, IF APPLICABLE

If New Construction (Non-Res only)*

9. PERF-1 Form Certificate signed by a CEPE*

• Proof of compliance of 15% above current Title 24 standards

10. Building Site Plan*

11. Copy of New Construction Building Permit*

If Government, Non-Profit or Public Entity

12. Certification of tax-exempt status

• If certification is unavailable, letter from the CFO or equivalent

*Effective July 1, 2009

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71

Step 2 of 2 (after installation is complete): Incentive Claim Required Documents

1. Complete Incentive Claim Form with Signatures

• Application indicating payee, installed as-built equipment, final incentive amount, etc

2. Performance Monitoring & Reporting Service (PMRS) Documentation:

If PBI: Copy of Executed Performance Data Provider (PDP) contract

• Performance Meter make, model & serial number; name of provider, terms & conditions, etc.• Communication to the performance meter should be completed prior to ICF

If EPBB and no eligible PMRS is installed (exempt): PMRS Cost Cap Exemption Documentation

• Proof of exemption such as copy of quote from eligible PMRS provider showing cost

3. Signed Field Verification Certification Form**

• To be signed by contractor verifying field measurements

**Effective for Reservation Request Applications first received on or after July 1, 2009

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72

Step 2 of 2: Incentive Claim Required Documents

If Existing EPBB Customer with Commercial Building >100,000 sq ft & Benchmarking < 75

4. Copy of Retrocommissioning Report Agreement*

• Proof that customer has performed retrocommissioning and completed improvements to put them above a rating of 75

If Any Changes have been made to the System

5. Updated EPBB Calculation Printout

• Required if installed system is different than proposed system in approved in Reservation (Step 1)

*Effective July 1, 2009

Page 73: California Solar Initiative Introduction Workshop · 2017. 3. 24. · 4 The purpose of this workshop is to provide a thorough understanding of the California Solar Initiative and

2 Step Process and TimeframeAll Retrofit Residential and All Non-Res Projects < 10 kW

Please note: Timeframes are approximate.

*Missing or Incorrect information/documents cause indefinite delays.

Due 1 year from dateReservation Approved for

retrofit Residential

Incentive

Claim

Form

Incentive

Approval

Notification

PG&E ReviewReservation

Request

Form

Within 30 days*

Reservation

Confirmation

Notification

PG&E Review

Within 30 days*

Due 18 months from dateReservation Approved for all

Non-Residential

Complete Installation

Page 74: California Solar Initiative Introduction Workshop · 2017. 3. 24. · 4 The purpose of this workshop is to provide a thorough understanding of the California Solar Initiative and

3 Step Application Process

Page 75: California Solar Initiative Introduction Workshop · 2017. 3. 24. · 4 The purpose of this workshop is to provide a thorough understanding of the California Solar Initiative and

3 Step ApplicationAll Non-Residential Projects > 10 kW

Submit

Proof of Project

Milestone

PPM

Submit

Incentive Claim

Form

ICF

Submit

Reservation Request

Form

RRF

Step 1. Reserve Funding Step 2. Show Progress Step 3. Claim Incentive

Page 76: California Solar Initiative Introduction Workshop · 2017. 3. 24. · 4 The purpose of this workshop is to provide a thorough understanding of the California Solar Initiative and

76

Application Fee for 3 Step

• Application Fee required for all non-residential applications > 10 kW based on CEC-AC rating

kW > kW < FEE10 - 50 = $1,250 50 - 100 = $2,500 100 - 250 = $5,000 250 - 500 = $10,000 500 - 1,000 = $20,000

• Fee refunded upon project completion

• Fee forfeited if project is cancelled after being reserved/confirmed

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77

Step 1 of 3: Reservation RequestRequired Documents

1. Completed Reservation Request Form and Program Contract with Signature

2. Documentation of an Energy Efficiency Audit (or Title 24 documentation or other exemptions)

3. Printout of EPBB Tool Calculation (www.csi-epbb.com)

4. Copy of Disclosure Agreement*

Additional Documents Required for 3 Step Applications

5. Application Fee for non-residential projects > 10kW

• Make payable to PG&E or CSI Program

*Effective July 1, 2009

Same as 2 Step

Applications

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78

Step 1 of 3: Reservation RequestRequired Documents, IF APPLICABLE

Only required if applicable

6. Copy of Commitment Agreement*

7. Certification of tax-exempt status

8. PERF-1 Form Certificate signed by a CEPE*

9. Building Site Plan*

10. Copy of New Construction Building Permit*

*Effective July 1, 2009

Same as 2 Step

Applications

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79

Step 2 of 3: Proof of Project Milestone Required Documents

1. Completed Proof of Project Milestone Checklist

• Checklist to assist in completion of information materials required for review of Proof of Project Advancement

2. Copy of Executed Agreement of Solar System Purchase and Installation

3. Copy of Executed Alternative System Ownership Agreement, if applicable

4. Revised EPBB Calculation Printout, if applicable

If Gov’t, Non-profit, and Public EntitiesDue within 60 days of Reservation Reserved

5. Copy of Request For Proposal (RFP) of Solicitation

• Notice to Invite Bids or similar solicitations for the installation, lease, and/or purchase of the system proposed

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80

Step 3 of 3: Incentive Claim Required Documents

1. Complete Incentive Claim Form with Signatures

2. Performance Monitoring & Reporting Service (PMRS) Documentation:

If PBI: Copy of Executed PDP Contract,

of

If EPBB and exempt: PMRS Cost Cap Exemption Documentation

3. Signed Field Verification Certification Form**

4. Copy of Retrocommissioning Report Agreement, if applicable*

5. Updated EPBB Calculation Printout, if applicable

*Effective July 1, 2009

**Effective for Reservation Request Applications first received on or after July 1, 2009

Same as 2 Step

Applications

Page 81: California Solar Initiative Introduction Workshop · 2017. 3. 24. · 4 The purpose of this workshop is to provide a thorough understanding of the California Solar Initiative and

3 Step Process and TimeframeNew Construction and Retrofit Non-Residential Projects > 10 kW

Due 60 Days from Reservation Reserved

Proof

Of

Project

Milestone

Due 18 months from Reservation Reserved

Incentive

Claim

Form

Reservation

Request

Form

Reserved

Reservation

Notification

Confirmed

Reservation

Notification

Incentive

Approval

Notification

PG&E Review

Within 30 days*

PG&E Review

Within 30 days*

PG&E Review

Within 30 days*

*Please note: Timeframes are approximate and cannot be guaranteed. Missing or Incorrect information/documents cause indefinite delays.

Complete Installation

Page 82: California Solar Initiative Introduction Workshop · 2017. 3. 24. · 4 The purpose of this workshop is to provide a thorough understanding of the California Solar Initiative and

3 Step Process and Timeframe Government and Non-Profit Projects > 10 kW

Due 240 Days from Reservation Reserved

Proof

Of

Project

Milestone

Due 18 months from Reservation Reserved

Incentive

Claim

Form

Reservation

Request

Form

Due 60 Days from Reservation Reserved

Request

for

Proposal

(RFP)

RFP

Approval

Notification

Reservation

Reserved

Notification

Reservation

Confirmed

Notification

Incentive

Approval

Notification

PG&E Review

Within 30 days*

PG&E Review

Within 30 days*

PG&E Review

Within 30 days*

PG&E Review

Within 30 days*

*Please note: Timeframes are approximate. Missing or Incorrect information/documents cause indefinite delays.

Complete Installation

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83

Common Mistakes• Reservation Request Packet

• Missing or Incorrect Energy Audit documentation (e.g. wrong zip code, etc.)

• Project Site Address does not match physical address in PG&E database

• Missing Tax Exemption Letter (Gov’t, Non-Profit, Public Entities)

• Missing signatures for all parties involved

• Proper selection not made on EPBB Calculator, causing it to use defaults (i.e. stand-off height)

• Incentive Claim Packet

• Revised EPBB not submitted to reflect changes in installed equipment

• Equipment does not match information submitted to Generation Interconnection Dept.

• Missing PMRS documentation

• Tax Status and Tax ID inconsistent or incorrect from previous submittals

Page 84: California Solar Initiative Introduction Workshop · 2017. 3. 24. · 4 The purpose of this workshop is to provide a thorough understanding of the California Solar Initiative and

84

CSI Applications Received

680729 697

832791

416

533

640

876

716

509

878

672

445

683

526 526

1774

720

366374

619

530425

317

653

556

428

618

449

527

381

663

882

496

550

371292

12048

546

689 609

488

620

416

285

476

555

485

509

426

394455

488522

411

463

397372305

150123

702081

615

757

0

200

400

600

800

1000

1200

1400

1600

1800

2000

JAN 07 FEBMARAPRMAYJU

NJU

LAUGSEPOCTNOVDEC

JAN 08 FEB M

AR A

PR M

AY JU

NEJU

LYAUGSEPT

OCTNOVDEC

JAN 09 FEB M

AR A

PR M

AY JU

N JU

L A

UG SEP O

CT N

OV

RRFs Received ICFs Received

Total RRFs Received: 20,303 Total ICFs Received: 14,658

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85

How to Apply

• Download Excel forms from website*www.pge.com/csi

• Access online database PowerClerk– Track status of all applications

– Ability to pre-fill certain sections with stored data

– Attachment feature coming soon

www.pge.powerclerk.com

* Please note that the Excel forms will be phased out in early 2010

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86

Resources

Applications:

www.pge.com/csi

www.pge.powerclerk.com

EPBB Calculation Tool:

www.csi-epbb.com

California Energy Commission:

www.gosolarcalifornia.ca.gov

Energy Efficiency:

Residential

www.pge.com/myhome/saveenergymoney

Business

www.pge.com/mybusiness

Page 87: California Solar Initiative Introduction Workshop · 2017. 3. 24. · 4 The purpose of this workshop is to provide a thorough understanding of the California Solar Initiative and

BONUS:

What is the criteria for minimal shading according to the CSI Program?

Page 88: California Solar Initiative Introduction Workshop · 2017. 3. 24. · 4 The purpose of this workshop is to provide a thorough understanding of the California Solar Initiative and

CSI Field Inspection Process

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89

CSI Field Verification Inspections

Purpose• To verify that the project is installed as represented in

the Incentive Claim Form, is operational, is interconnected and meets the eligibility criteria of the CSI Program.

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90

Selection of CSI Projects for Site Inspections

Projects <50 kW:

• First two Incentive Claim Forms submitted by a contractor will be inspected

• After two successful inspections, projects will be randomly chosen for inspection

• Random means approximately 1 in 7 applications per applicant

Projects >50 kW:

• Program administrator’s discretion

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91

CSI Inspection Verification

Inspectors will verify the following:Module & Inverter Equipment

- Manufacturer

- Model Number

- Quantity

*If module nameplate is not visible, invoice is necessary to verify manufacturer and model

Installation Parameters Verified

Measure:

- Tilt

- Azimuth

- Standoff Height

- Shading of array(s)

Operation

- System is operational, and output is reasonable for conditions at time of inspection

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92

Coordination of InspectionsApplicants are not required to attend inspections, though they are highly encouraged to do so, especially…

•For first time Applicants

•For projects with significant shading

Inspector will require physical access to the equipment and will contact the Applicant to coordinate this with the Host Customer

•If Applicant prefers, the Inspector can coordinate with the Host Customer directly.

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93

Access Issues to ModulesIf issues exist that prohibit access, such as

• Weather conditions that may render it unsafe to mount roof

• Roof that are too steep or have other structural issues, etc.

The Inspector will require assistance from Applicant by

• Providing their shading analysis for EPBB Calculator

• Providing an invoice indicating the module manufacturer, model and quantity

The Inspector will still verify if the system output from the inverter is reasonable given the conditions during the inspection

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94

Inspection Results• Inspector will verify measurements are within the following tolerances:

• Tilt +/- 3º

• Azimuth +/- 5º

• Shading +/- 5%

• If inspection results fall within tolerances• Inspector will accept EPBB calculator as submitted with the Incentive Claim

Form and send report to PG&E• PG&E will pay incentive as requested in the Incentive Claim Form

• If inspection results fall outside of tolerances• Inspector will communicate discrepancies to Applicant onsite, if present

during inspection• Inspector will run a new EPBB calculator to get a revised CSI rating and

incentive amount• Inspector will send it along with the report to PG&E for further evaluation

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95

Inspection Results Cont’d• PG&E will compare recalculated incentive to requested

incentive amount.• If incentive amount discrepancy is within 5%

• PG&E will pay revised incentive amount based on new EPBB Calculator from inspection

• If incentive amount discrepancy is 5% or more• PG&E will issue a failure

• If a failure is issued, the following two options will be communicated to the Applicant and Host Customer and a decision must be made within 30 days:

1. Applicant can accept new recalculated incentive amount2. Applicant can dispute the accuracy of results/measurements

• If installed equipment is different (manuf/model or quantity) than that submitted on the EPBB Calc, new EPBB calculator will be run if it effects CSI rating/incentive

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96

Failed Inspections

• Low volume Installer (< 200 systems per year Statewide)• 1 failure = warning

• 2 failures = 100% inspection for Applicant’s projects

• 3 failures = Disqualification for 1 year from CSI Program

• High volume Installer (> 200 systems per year Statewide)• 4 failures = 100% inspection

• 5 failures = Disqualification for 1 year

• All failures removed after good standing for 1 year of last failure

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97

How to Prevent Failed Inspections

• Make sure Incentive Claim Form and EPBB Calculator

accurately reflect “as-built” system

• If any changes occur, send updated EPBB Calculator to

Program Administrator before the inspection occurs

• Revised EPBB Calculators will not be accepted by Inspectors

on-site

• Attend the inspection to familiarize yourself with the inspection

process and program requirements

Page 98: California Solar Initiative Introduction Workshop · 2017. 3. 24. · 4 The purpose of this workshop is to provide a thorough understanding of the California Solar Initiative and

BONUS:

What are the two criteria that distinguishes a project as 3 step? (Hint...size and sector)

Page 99: California Solar Initiative Introduction Workshop · 2017. 3. 24. · 4 The purpose of this workshop is to provide a thorough understanding of the California Solar Initiative and

CSI Performance Meteringand Monitoring

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100

Performance Metering and MonitoringCPUC requires all projects to have Performance Monitoring and

Reporting Services (PMRS), unless exemption criteria are met

EPBB and PBI Projects• Performance Meter: is a meter separate from and in addition to the

utility’s revenue meter (can be inverter integrated) and records system performance at an accuracy of +/-5%.

• Performance Monitoring and Reporting Service (PMRS): is a service that a customer can purchase to track the performance of their systemthrough the performance meter or a NGOM.

PBI Only• Net Generation Output Meter (NGOM): is a meter separate from and in

addition to the utility’s revenue meter and records performance (output) data at accuracy of +/-2%.

• Performance Data Provider (PDP): the entity that collects performance data from the NGOM and provides it to PG&E. This is used for calculating monthly PBI payments and can also be used to provide customer performance data.• Data for PBI payments is collected once a month

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101

EPBB Projects: must include proof of cost cap (if exempt, see chart below)•Copy of quote from eligible provider showing total cost

PBI Projects: must include a copy of an executed contract with a PMRS/PDP provider for 5 years and must show

•Provider name, project site, cost and all other terms•CEC approved meter make, model and serial number•Copy of signatures for all involved parties

Please Note: All metering systems are paid for at the System Owner’s expense including some form of communications (internet), performance monitoring and reporting capability.

CSI Application Requirements

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102

EPBB Metering and Monitoring Set-Up

Performance Monitoring and

Reporting Service (PMRS)

CustomerProject Site

Inverter (with Integrated meter

+/- 5%)

PV Panels

NEM Utility Meter (Bi-directional)

For Billing

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103

PBI Metering and Monitoring Set-Up

Performance Monitoring and Reporting Service

(PMRS)

Customer

Performance Data Provider (PDP)

Project Site

Net Generation Output Meter (NGOM

+/- 2%)

Inverter (with Integrated Meter

+/- 5%)

PV Panels

NEM Utility Meter (Bi-directional)

For PBI Payments

For Billing

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104

Additional Requirements•All PMRS/PDP providers must be listed on the CEC Website and be

approved by each Program Administrator•A list is available at www.gosolarcalifornia.ca.gov

•Note: In most cases, the PMRS provider and PDP provider will be the same entity.

•Meter and equipment must be on approved CEC list•If the following message is displayed on the EPBB calculator, the selected

inverter does not have a +/-5% integrated meter and/or an output display. Therefore, an additional meter or component must be installed

•Meters must have a one-year warranty

•Performance meters can be installed by the utility or a qualified 3rd party (PBI Only)

•See CSI Handbook for more information

Page 105: California Solar Initiative Introduction Workshop · 2017. 3. 24. · 4 The purpose of this workshop is to provide a thorough understanding of the California Solar Initiative and

BONUS:

What are the four field measurements we verify during an inspection?

Page 106: California Solar Initiative Introduction Workshop · 2017. 3. 24. · 4 The purpose of this workshop is to provide a thorough understanding of the California Solar Initiative and

Other Solar Electric Generating Technologies

(Non-PV)

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107

Other Solar Electric Generating Technologies

Amount of electricity that would have otherwise been consumed, assuming minimum equipment efficiencies

• Solar water heating**

• Solar space & process heating

• Solar driven cooling

Electric Displacing

Incentive Basis

Technology Examples

Category

• Dish stirling

• Solar trough

• Dish and lens

• Concentrating solar (“CPV”)*

Amount of electricity generated (like with PV) minus ancillary loads

Electric Generating

All solar technologies other than flat-plate non-concentrating modules

*Only technology currently CSI eligible **Proposed decision for CSI Thermal Program released Nov 5, 2009

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108

Other Solar Electric Generating Technologies

• Technology examples

Dish Stirling

Source: www.wapa.org Concentrating PV

Source: www.solfocus.com

Solar Thermal Heating/Cooling

Solar Trough

Source: www.geni.org

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109

Other Solar Electric Generating Technologies• All “Other Solar Electric” incentives are PBI• As with PV, products must be certified for CSI

eligibility– Only four products are certified to-date

• List available at www.gosolarcalifornia.ca.gov

• CSI calculator for Concentrating PV is available• Determines incentive based on user estimate of

annual kWh (can be obtained from vendor calculations)

• Forms available on CSI website– Reservation Request Form– Reservation application guide

• Two “Other Solar Electric” Reservation Request (Concentrating PV) received

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110

Solar Hot Water Heating• CPUC released a proposed decision on November 5,

2009 for a statewide CSI-Thermal Program• Expect to start accepting application on April 1, 2010 for

residential and May 1, 2010 for multi-family/commercial• Projects installed or received a building permit on after

July 15, 2009 may be eligible• Must be gas or electric water heating customer of PG&E,

SoCal Gas/Edison or SDG&E• Domestic solar water heating systems only, pool/spa

heating system are not eligible• Incentives will be based on expected (not actual)

performance• Other details and procedures are still being determined• Final Decision expected in December 2009

Page 111: California Solar Initiative Introduction Workshop · 2017. 3. 24. · 4 The purpose of this workshop is to provide a thorough understanding of the California Solar Initiative and

BONUS:

What is the cost cap exemption for a 35kW PBI system?

Page 112: California Solar Initiative Introduction Workshop · 2017. 3. 24. · 4 The purpose of this workshop is to provide a thorough understanding of the California Solar Initiative and

Generation Interconnection Services

(GIS)

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Interconnection OverviewInterconnection is the physical connection of the solar system to the utility grid.

GIS Role

• Coordinates interconnection activities, including:

• engineering reviews,

• metering

• access issues

• special facilities

• execute contracts and administer

• Assures that safety protocols are adhered to for the protection of the utility workers and the generator is installed as designed and operating according to Rule 21.

• Issues Permission to Operate (PTO).

• Provides for two types of solar interconnections (Rule 21): NEM (exporting) and non-NEM (non-exporting) options for the customer.

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Total PG&E NEM Interconnections

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Interconnection Application vs. CSI Application

• Interconnection Application is a separate, but parallel process to CSI/SGIP Application.

• Equipment submitted with the CSI application and the Interconnection Application must match.

• GIS Field Inspection and Interconnection Agreement must be complete and PTO granted before paid for CSI Incentive.

Submit CSI Application Review

Submit Interconnection

Application

Incentive Paid

Interconnect to grid

Review & Approve

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GIS Application Common Issues

• Permanent Service must be established (No Temporary).

• Final building permit (BP) does not match name/address on application or is missing.

• Single Line Diagram (SLD) is incomplete: no equipment information (make, model, rating) or does not indicate how many PV modules are connected to each inverter.

• Name on application does not match name on PG&E Blue Bill account. (Call:1-877-743-4112 to add/change name on acct).

• Reprogramming fee of $228 for Time of use (TOU) not included. Website has availability and exceptions.

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Other Common Issues

• System Upgrades: New Application is required showing all generation on site.

• Fax coversheet with Reference/Application number is not includedwhen faxing docs (building permits) to GIS.

• GIS cannot make “courtesy calls” to customer/vendor upon PG&E receipt of final City/County Building Inspection.

• Appointments for installation of a PG&E lockbox to gain access is not discussed with customer by the vendor.

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#1 Issue

• Disconnect Access: Customer’s bi-directional meter must be installed in a safe, 24/7 PG&E-accessible location, unobstructed by locked gates or pets. Meter access must be maintained at all times for meter reading AND system maintenance. Any animals owned by the customer, including pet dogs, should not have access to these areas to avoid hindering PG&E service personnel from completing their work.

• PG&E Rule 21(D.1.e) requires PG&E to have a visible, lockable, accessible A/C disconnect device for each generator. It is not required if the customer has a self contained meter that can be utilized as the A/C disconnect for the generator. (98% of PG&E meters are self contained).

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Net Energy Metering (NEM)

Electricity can be “exported” to the grid by the customer.

PG&E can provide any extra electricity or back-up power the customer may need.

• Eliminates the need for batteries

• Reduces cost and maintenance.

• Ensures a constant supply of electricity.X

The utility grid is a two-way street.

Courtesy of OnGrid, Andy Black

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Net Energy Metering (NEM)

• The intent of the NEM program is that the generation is primarily to offset part or all of the customer’s own electrical requirements.

• The electric grid acts as a "battery" for the customer and their meter measures the net usage ("spins backwards" when the customer is exporting electricity to the grid).

• In California, systems up to 1 MW can participate in the program; other states typically have a lower size limit.

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Resources

GIS Contact Information

• Website: www.pge.com/gen

• E-Mail: [email protected]

• Phone: 415-972-5676

• Fax: 415-973-3050

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BONUS:

What are the two types of interconnections options (Rule 21) for customers?

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Billing and Rates

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How NEM Billing Works

• Meter runs forwards/backwards and only records “net energy”

• PG&E will not pay cash or issue a check for exporting to the grid*

• Monthly charge or credit is calculated based on electric rate schedule

• Charges/credits carry over each month for 12 months, referred to as “True-Up Period”

* Subject to change due to recent legislation

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NEM Billing continued

• True-Up Period starts on date of interconnection and ends each anniversary

• At end of 12 month period, customer will receive True-Up bill, reconciling all the accumulated charges and credits

• Customer will still receive a monthly bill for minimum charge and if applicable, for gas

• Customer also receive a separate monthly NEM statement detailing reads and charges/credits to be owed at the end of the True-Up Period

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Sample Bill and Statement

Jane Sample

123 Main St

San Jose, CA 99999

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NEM Not for Everyone

• Not every customer will benefit from participating in NEM

• Reasons:• Will never export

• Demand charges are not eliminated

• 12 month billing cycle may be difficult for accounting or budgets

• Should be evaluated on a case by case basis

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Residential Electric Rates

• Customers are billed on a tiered pricing structure.

• The 1st Tier represents the essential amount of electricity called “baseline”

• Baseline amount is set by legislature and is based on:

• Geographic location (Territory)

• Season (Winter/Summer)

• Permanent Heating Source (Gas/Electric)

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Residential Rate Options

E-1

• Basic rate

• Price does not vary by season or time of day

• Best for customer who are home during the day or cannot shift usage outside 1-7pm

E6

• Time of Use (TOU) rate

• Price varies by time of day

• 3 time periods:– Peak

– Partial-Peak

– Off-Peak

• “Solar Friendly”

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E-6 Time Periods

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Example of Billing: E1

Customer lives in San Francisco (territory T) and has gas heating

Baseline Quantity (kwh): Summer - 8.3 per day Winter - 9.8 per day

30 days in billing cycle = 30 x 8.3 = 249 kwh = monthly baseline

E1

Customer’s net usage is 400 kWh Net

Tier 1 (Baseline): 249 x $0.11531 = $28.71

Tier 2 101%-130% of Baseline: 74.7 x $0.13109 = $9.79

Tier 3 131%-200% of Baseline: 76.3 x $0.26078 = $19.90

Tier 4 201% - 300% of Baseline: 0 x $0.38066

Tier 5 Over 300% of Baseline: 0 x $0.44348

Total = $58.40

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Example of Billing: E6Same customer and usage as E1 example: monthly baseline = 249 kwh

E6Customer’s Net Usage: Peak -200 Partial Peak 100 Off Peak 500 = 400 kWh Net

Peak: -200T1 Baseline: (-200/400)x249=-124.5 -124.5 x $0.29264 = -$36.43T2 101%-130% of Baseline: -37.35 x $0.30840 = -$11.52T3 131%-200% of Baseline: -38.15 x $0.43793 = -$16.71

Partial Peak: 100T1 Baseline: (100/400)x249=62.25 62.25 x $0.14432 = $8.98T2 101%-130% of Baseline: 18.675 x $0.16008 = $2.99T3 131%-200% of Baseline: 19.075 x $0.28961 = $5.52

Off Peak: 500T1 Baseline: (500/400)x249=311.25 311.25 x $0.08447 = $26.29T2 101%-130% of Baseline: 99.375 x $0.10023 = $9.96T3 131%-200% of Baseline: 89.375 x $0.22976 = $20.53

Total = $9.61

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Commercial Rate OptionsA-1

• Basic rate for small commercial

• Best for low usage, under 50,000 kWh/year

A-6

• Time of Use (TOU) rate for small commercial

• Best if majority of usage is at night and weekends

A-10

• Demand rate for medium commercial

• Best if usage expected is over 50,000 kWh/year

E-20 Mandatory

• TOU rate for large commercial with maximum demand* over 1000 kW demand monthly

E-19 Voluntary

• TOU rate for large commercial with maximum demand* up to 499 kW

E-19 Mandatory

• TOU rate for large commercial with maximum demand* between 500-1000 kW

• If demand > 1000, must be E-20

*Demand is the maximum amount of electricity drawn within a 15 min interval

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A-6, E-19 & E-20 Time Periods

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Resources…

Website

www.pge.com/tariffs

To discuss rates

Call the Solar Customer Service Center

1-877-743-4112

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BONUS:

What are the two current electric rate options for residential customers and two

rate options for small commercial?

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Appendix

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New Solar Homes Partnership (NSHP)• Goal is to create a self sustaining market for new homes where

builders incorporate high levels of energy efficiency AND high performing solar systems

• Provides financial incentives to home builders and developers for installing eligible solar photovoltaic (PV) on new residential homes:

• For more information, please visit www.newsolarhomes.org

Low Income Solar Program• Provides education and incentives for installing solar PV systems in

eligible low income structures • There are two distinct programs:

• SASH: Single Family Affordable Solar Housing • Administered statewide by GRID Alternatives

• MASH: Multifamily Affordable Solar Housing• Administered by PG&E, SCE and CCSE

• For more information, visit www.pge.com/lowincomesolar

Other Solar Incentive Programs

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Other Renewables ProgramsFeed-in Tariffs• Created in February 2008 to allow eligible renewable generators

up to 1.5 MW to sell back power to PG&E• Customers must sign a power purchase agreement of 10, 15 or

20 years and will be paid based on CPUC determined rate• For more information, visit www.pge.com/feedintariffs

Power Procurement/Wholesale Electric• To meet customer load, PG&E purchases wholesale electric

energy and capacity from generators and suppliers. • If you are interested in Request for Offers (RFOs), power

purchase agreements or Qualifying Facilities (QFs), please visit www.pge.com/rfo orhttp://www.pge.com/b2b/energysupply/qualifyingfacilities/

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BONUS:

What are the four solar programs under the Senate Bill 1 (SB1)?

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Resources

The slides for today’s presentation can be downloaded/printed at:

www.pge.com/solareducation

Also available are the following supporting documents for the

CSI Program:

• Reference Guide

• Reservation Request Form Punchlist

• Incentive Claim Form Punchlist

• Detailed Explanation of EPBB Calculator

• Calculating Baseline for NEM Customers

• Instructions for the Removal of Cookies

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Mon, Dec 14th, 12:00pm-1:00 pm – New Solar Homes Partnership (NSHP) Progam – Online

Wed, Dec 16th

, 9:00am-4:30pm – Inspecting PV Systems for Code Compliance - PEC and Online

Wed, Dec 16th

, 12:00pm-1:00pm - Solar for the Entrepreneur: Solar Contractor - Online

Mon, Dec 21st

, 1:30pm-2:30pm – PowerClerk Update: Attach, Submit, Done - Online

For a complete list of classes, please visit www.pge.com/solarclasses

(new class schedule coming soon)

PG&E Classes & Webinars

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Questions