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Transcript of Welcome to Speeding Up Your CSI Reservation Request Form (RRF) We will be starting the webinar...
Welcome to
Speeding Up Your CSI Reservation
Request Form (RRF)We will be starting the webinar
momentarilyThank you for your patience
To download today’s presentation, please visit www.pge.com/solareducation
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PG&E’s 2008 Electric Delivery Mixon average over 50% of the energy delivered comes from sources that emit almost no carbon dioxide
Coal 2%
Natural Gas44%
Other
1%
Nuclear22%
Large Hydro
17%Renewable
14% • Biomass and waste 4% • Geothermal 4% • Small hydroelectric 4% • Wind 2% • Solar <1%
• Biomass and waste 4% • Geothermal 4% • Small hydroelectric 4% • Wind 2% • Solar <1%
Note: Delivery mix includes all of PG&E’s owned generation plus all of PG&E’s power purchases.Note: Delivery mix includes all of PG&E’s owned generation plus all of PG&E’s power purchases.
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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/p
erso
n
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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Solar to Date• PG&E territory represents approximately 50% of all
grid-tied solar systems in the United States
• CSI Program success…
• Over 14,000 Projects Received
• Over 9,500 Projects Completed totaling over $230 Million in incentives paid
• Continuous improvements made to streamline process
• Reduced paperwork by 50%
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CSI Program Updates/Changes• Customers may request to transfer their CSI reservation
from one site to another within 180 days of approval, if it can be shown that the original site is not feasible and a considerable amount has already been spent. (Section 4.4.2)
• Customers now eligible to apply for the CSI incentive if new panels are added to an existing inverter. (Section 2.2.1)
• The Multifamily Affordable Solar Housing Program (MASH) has officially launched as of February 17, 2009. Workshop to be held on May 4, 2009, register at www.pge.com/solarclasses
• New Reservation Request and Incentive Claim Forms available, older versions will no longer be accepted.
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Potential FutureChanges/Improvements
• Go Paperless and remove requirement of:• Original signatures
• Copy of utility bill
• System description worksheet
• Proof of PMRS if purchased
• EPBB Calculator with reservation
• Allow Incentive Claim Form Submittal only without Reservation, if interconnected (1 step)
• Add language stating Rate Schedule to determine Incentive Sector
• Extend all Non-Residential Application periods to 18 months
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PowerClerk Updates/Changes• May 2009
• Changes to Reservation Request for 3 Step• Incorporate questions from System Description Worksheet into
the Application• Changes to Incentive Claim
• New panel/tab added for Performance Metering and Monitoring System, Performance Data Provider and Net Generation Output Meter
• Webinar to be held on April 29, 2009, register at www.pge.com/solarclasses
• Future Changes• Addition of MASH Application • Supporting Documentation Attachment/Upload feature• 3rd Party Software Synchronization
• Upload Application Data into PowerClerk• Future filing to remove System Description Worksheet
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Reservation Request Required Documents
1. Completed Reservation Request Form and Program Contract with Original Signature
• 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
Additional Documents for 3 Step Applications (all non-residential project > 10kW):
5. System Description Worksheet
• Template can be found on our website
6. Application Fee for non-residential projects > 10kW
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Additional Required Documents, IF APPLICABLE
If annual kWh on EPBB Calculator > previous 12 month usage history and over 5kWor
If New Construction (Non-Res only) and over 5kW
1. Electrical System Sizing Documentation
• Square footage, list of new equipment/appliances with the wattage and expected use, or engineer calculations
If the Owner of the System is not the PG&E Customer
2. Copy of Executed Alternative System Ownership Agreement
• Listing involved parties, terms, length of time, signatures, etc.
If Government, Non-Profit or Public Entity
3. Certification of tax-exempt status and AB1407 compliance
• If certification is unavailable, letter from the CFO or equivalent; AB1407 template on our website
*4. Request for Proposal (RFP) due within 60 days from Reservation Reserved
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Reservation Request Packet• Missing Energy Audit documentation or incorrect Zip
Code listed• Incorrect zip code on EPBB Calculator• Incorrect information on the Application
• Host Customer not Customer of Record without explanation• Project Site listed differently than PG&E’s record or listed
incorrectly as mailing address• Wrong account number, service ID number or meter number
given
• Missing executed contract/agreement or missing/incorrect information
• Missing original signatures for all parties involved• Missing Tax Exemption and/or AB1407 (Gov’t, Non-
Profit and Public Entities)
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Information may be stored in your browser called cookies.
This may cause the incorrect zip code to automatically populate when returning to online Energy Audit tool.
To correct this, you must delete the cookies from your computer.
In your browser toolbar, click “Tools”, select “Internet Options”, and select “Delete Cookies”
A link with instructions can be found on the Energy Analyzer webpage
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EPBB Calculators
Please remember to enter the correct zip code on the EPBB Calculator as listed on the PG&E bill
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Where to find information on the bill
Jane Sample
PO Box 123
San Francisco, CA 99999-1000
Mailing Address
Physical Site Address
Page 1 of Bill Page 2 of Bill
Service ID NumberHost Customer
Meter Number
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•Host Customer should be the Utility Customer of Record as listed on PG&E bill
•Otherwise, explanation is needed as well as Alternate System Owner Agreement
Host Customer SectionDownloadable Excel Version
PowerClerk
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• Project Site should match physical address as listed on page 2 of bill
• If there is a different mailing address, there is a separate section for that under Host Customer
• Service ID number is preferred over the account number and can be found under the “Electric Account Detail” on the bill
• Meter Number should also match
• If PG&E records are incorrect (i.e. physical address has changed), customer call 1-800-PGE-5000 to correct.
Project Site Section on Application
PowerClerk
Downloadable Excel Version
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Required Signatures on PaperworkPurchase/Installation
Contract CSI Application
Must be original signature of
•Host Customer
•Applicant (if different than Host)
•System Owner (if different than Host)
Copy of signature (not original) on agreement
•Host Customer/System Owner
•Installer (unless self-installation)
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Additional Tips• If there is no historical usage or usage history will not support
added load, please provide proper documentation:• If system is between 5-10kw and residential, provide square
footage of the home to calculate adequate load (2 watts per sq ft)
• Comprehensive list of appliances/equipment, wattage and expected usage
• Title 24 documentation (no older than 3 years)
• Building simulation program reports such as eQUEST, EnergyPro, DOE-2, and VisualDOE
• Detailed engineering calculations
• Tax Exempt Letter should be on the company letterhead and should explicitly state the organization is a tax-exempt entity and does not receive federal tax benefits. It is not sufficient to just state they are exempt from paying taxes on the CSI incentive.
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Application Forms
• Download forms from websitewww.pge.com/csi
• Access online database PowerClerk• Track status of all applications• Ability to pre-fill certain sections with stored
datawww.pge.powerclerk.com
Step-by-step tutorial availablehttp://csi.powerclerk.com/ProgramDocs/CSI/
Tutorial/Default.htm
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Resources - Part I
PowerClerk Tutorial
www.pge.powerclerk.com
Applications:
www.pge.com/csi
www.pge.powerclerk.com
EPBB Calculation Tool:
www.csi-epbb.com
California Solar Information:
www.gosolarcalifornia.ca.gov
Energy Efficiency:
Residential
www.pge.com/myhome/saveenergymoney
Generation Interconnection Services
Email: [email protected] or 415-972-5676
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Resources - Part IIPG&E Contact InformationGeneral Solar Inquires• 1-877-PGE-4112• www.pge.com/solar
PG&E CSI Hotline for Application Inquires• 415-973-3480• [email protected]
Kristi Patterson, CSI Operations/PG&E• [email protected]• 415-973-0770
This presentation will be posted today at • www.pge.com/solareducation
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Future Webinars/Classes• Inspecting PV Systems for Code Compliance – 4/23/09 • Introduction to CSI Workshop, SF & Webinar – 4/24/09• PowerClerk Updates – 4/29/09• CSI Handbook-Review Latest Improvements – 4/30/09• CSI and Non-PV Technologies – 5/5/09• Solar for the Entrepreneur – 5/8/09 • Solar Power Basics for Residential Customers – 5/9/09• Your Path to Energy Savings-New Construction – 5/12/09• Your Path to Energy Savings-Exisiting Res/Comm – 5/13/09• New Solar Homes Partnership – 5/19/09• Solar System-life Maintenance – 6/8/09
**Refer to the Pacific Energy Center training website for more upcoming classes http://www.pge.com/solarclasses
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More Upcoming Events
• CSI Forum: April 28th (PG&E)
• CALSEIA/SolarTech Summit: May 7th
• CPUC CSI Review: Summer 2009
• CPUC PG&E Internal Audit: June 2009
• CSI Handbook Update: Summer 2009
• CEC Mandated Requirements: July 1st