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

Jan 15, 2016

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Page 1: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

California Solar InitiativeIntroduction Workshop

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

www.pge.com/solareducation

Page 2: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

2

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

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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

Page 4: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

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

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About PG&E

Employees 19,800

Electric and gas distribution customers

5.1 MM electric 4.2 MM gas

Electric transmission circuits

18,610 miles

Gas transmission backbone 6,136 miles

Owned Electric generation capacity

6,000+ MW

Total Peak Demand 20,000 MW

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

Page 6: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

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Page 7: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

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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!

Page 8: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

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PG&E’s Integrated Approach

Reduce Energy

Use

Renewable Power Supply

Neutralize

Energy

Use

Energy Efficiency &

Conservation

Solar &

Wind

Climate Smart

Page 9: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

Overview of Energy Efficiency and Climate

Smart

Page 10: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

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

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Residential

Page 12: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

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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

•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

•And more

•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

•And more

Page 13: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

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

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Business

Page 15: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

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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

Page 16: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

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

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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

Page 18: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

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Demand Response Programs• Programs that offer incentives for

businesses who reduce their energy load during peak demand

Demand Response vs. Energy Efficiency24‑hour demand profile period for an office building

1

Wat

ts p

er s

quar

e fo

ot

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 s

quar

e fo

ot

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 19: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

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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 Time Minimum notice you need before you

reduce energy

Maximum Number of EventsNumber of events you will participate in

Reduction Amount & Commitment Level How many kW you can reduce

Making a best effort to reduce vs. committing to reduce

Event Duration Number of hours you have to reduce for each event

Event WindowWhat time of day an event can occur

Number of Consecutive Event Days Number of consecutive event-days you

can participate in

Page 20: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

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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.

Page 21: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

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

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

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

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Resources

Residential:Smarter Energy Line

www.pge.com/myhome/saveenergymoney

or1-800-933-9555

Small/Medium Commercial:Business Customer Centerwww.pge.com/mybusiness/

energysavingsrebatesor

1-800-468-4743

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

BONUS:

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

Page 26: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

Overview of the California Solar Initiative

(CSI)

Page 27: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

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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 Family2. Multi-family

Retrofit Low Income

Grid Alternatives

BVES

Page 28: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

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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.

Page 29: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

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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

based on testing standards

• 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, please check with your provider for any solar incentives or CSI updates. ** New construction residential projects are eligible under the New Solar Homes Partnership Program

Page 30: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

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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 new and/or old 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

Page 31: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

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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.

• Customers required to sign Commitment Agreement

• Commits customer to perform retrocommissioning and complete improvements identified in assessment

• 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

Page 32: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

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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

Page 33: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

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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)

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

Step ResNon-Res Residential Commercial

Gov't / Nonprofit Residential Commercial

Gov't / Nonprofit

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

2 10.1 20.5 $2.50 $2.50 $3.25 $0.39 $0.39 $0.50

3 14.4 29.3 $2.20 $2.20 $2.95 $0.34 $0.34 $0.46

4 18.7 38.1 $1.90 $1.90 $2.65 $0.26 $0.26 $0.37

5 23.1 46.8 $1.55 $1.55 $2.30 $0.22 $0.22 $0.32

6 27.4 55.6 $1.10 $1.10 $1.85 $0.15 $0.15 $0.26

7 31 62.9 $0.65 $0.65 $1.40 $0.09 $0.09 $0.19

8 36.1 73.2 $0.35 $0.35 $1.10 $0.05 $0.05 $0.15

9 41.1 83.4 $0.25 $0.25 $0.90 $0.03 $0.03 $0.12

10 50.5 102.5 $0.20 $0.20 $0.70 $0.03 $0.03 $0.10

Res

Non Res

Page 34: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

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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

Page 35: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

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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 18,500 Applications Received

• Over 12,500 Projects Completed totaling over $275 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 future

Page 36: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

BONUS:

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

incentive?

Page 37: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

EPBB Calculator

Page 38: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

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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 (0-100%), referred to as the Design Factor, for any factors affecting the expected performance.

Page 39: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

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

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

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Minimal Shading and Solar Access

Obstructions 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

Page 42: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

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Minimally Shaded?

40 Feet

10 Feet

Object Height is 10 feet above the array.Object Distance is 40 feet from the array.2 x Height (above the modules) = 2 x 10 feet = 20 feet2 x Height < Distance = Minimal ShadingIs 20 feet < 40 feet? Is this Minimal Shading?

NO SHADE IMPACT REQUIRED

YES

Page 43: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

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Minimally Shaded?

25 Feet

Object Height is 15 feet above the array.Object Distance is 25 feet from the array.2 x Height (above the modules) = 2 x 15 feet = 30 feet2 x Height < Distance = Minimal ShadingIs 30 feet < 25 feet? Is this Minimal Shading?

SHADE IMPACT REQUIRED

15 Feet

NO

Page 44: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

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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/myhome/edusafety/workshopstraining/pec/toolbox/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 The slides for today’s presentation can be downloaded/printed at .

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Sample Reading

Page 46: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

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

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

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

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

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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.

Page 51: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

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

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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 Actual monthly 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

Page 53: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

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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)• Polarity of all source circuits is correct• Open circuit voltages of source circuits have been tested

and measured to be within 2% of each other• Short circuit currents have been tested and measured to

be within 5% of each other

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

Page 54: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

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Field Verification Output Table

Page 55: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

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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

Page 56: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

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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

Take 4 SunEye Snapshots, one at each corner of the

array

Page 57: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

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Case Study 1: Calculate Solar Access Averages

Each snapshot 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

Page 58: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

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

shading,azimuth, tilt and equipment, it is fine to complete

only oneEPBB Calculator using averaged monthly solar accessvalues from the 4 points.

Array has 28 panels

Page 59: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

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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•Take 8 SunEye Snapshots, one at each corner of each array

Page 60: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

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Case Study 2: Calculate Solar Access Averages

Jan 89 Feb 90Mar 92Apr 93May 94June 95July 97Aug 96Sept 94Oct 92Nov 91Dec 89

Array 1: Solar access values are averaged

for points 1-4

Array 2: Solar access values are averaged

for points 5-8

Each snapshot will generate 12 monthly Solar access values

Jan 90Feb 91Mar 92Apr 93May 94June 95July 96Aug 96Sept 95Oct 93Nov 92Dec 91

Page 61: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

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Case Study 2: Calculate Impact

Array #1 has 9 panels

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

Array # 2 has 21 panels

Page 62: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

BONUS:

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

and Commercial?

Page 63: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

CSI Application Process

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64

Before ApplyingApplication Terminology:

• Host Customer: the utility customer of record (person listed on the bill) at the 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.

Page 65: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

65

2 Step vs 3 Step Applications

2 Step• All Residential

retrofit projects• All retrofit and new

Non-Res projects < 10 kW Commercial Industrial Agricultural Government Non-Profit

3 Step• All Non-Res retrofit

and new construction projects > 10 kW Commercial Industrial Agricultural Government Non-Profit

Page 66: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

2 Step Application Process

Page 67: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

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

Page 68: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

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

Page 69: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

69

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 perform retrocommissioning

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

Page 70: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

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

Page 71: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

71

Step 2 of 2: 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

Page 72: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

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

2 Step Process and Timeframe All 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 ReviewReservati

on

Request

Form

Within 30

days*

Reservation

Confirmation

Notification

PG&E Review

Within 30

days*

Due 18 months from date

Reservation Approved for all Non-Residential

CompletComplete e

InstallatiInstallationon

Page 74: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

3 Step Application Process

Page 75: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

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

76

Application Fee for 3 Step

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

kW > kW < FEE

10 - 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

Page 77: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

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

Page 78: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

78

Step 1 of 3: Reservation Request

Required Documents, IF APPLICABLEOnly 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

Page 79: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

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

Page 80: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

80

Step 3 of 3: Incentive Claim Required Documents

Same as 2 Step Applications

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 no eligible PMRS is installed (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

Page 81: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

3 Step Process and Timeframe New 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 The slides for today’s presentation can be downloaded/printed at .

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

Page 83: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

83

1 Step ApplicationsThis option only applies to customers (any type or project size) who have already completed their interconnection to the utility grid within the past 12 months prior to applying for a CSI Incentive.

• Applicants can submit only the 1 Step Incentive Claim Form without submitting the Reservation Request Form*

• However all the accompanying required documents of the Reservation Request Form and Incentive Claim Form must be submitted together

• If a 1 Step Incentive is received and the project has not been interconnected, the application may be returned.

* 1 Step application is not yet available. Please submit the completed ICF and RRF in the meanwhile.

Page 84: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

84

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 85: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

85

CSI Applications Received

680729 697

832791

417

533

640

876

509

878

672

445

683

525 525

372374

619556

530

428

653618

48

449

527663

882

381

120

292371

496550

317

425

1771

720

488

1 8 20

150

70123

463 476620

416

285

555

455485

509

305 397372 411

522488

394426

0

200

400

600

800

1000

1200

1400

1600

1800

2000

RRFs Received ICFs Received

Total RRFs Received: 18,357 Total ICFs Received: 12,676

Page 86: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

86

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 datawww.pge.powerclerk.com

* Please note that new forms are available as of July 16, 2009 and must be used

Page 87: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

87

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 88: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

BONUS:

What is the criteria for minimal shading according to the CSI

Program?

Page 89: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

CSI Field Inspection Process

Page 90: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

90

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.

Page 91: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

91

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

Page 92: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

92

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

Page 93: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

93

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

• Inspectors prefer that the Applicant coordinates with the Host Customer to allow access

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

Page 94: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

94

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.

We will require assistance from Applicant by

• Providing Inspector shading analysis for EPBB Calculator

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

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

Page 95: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

95

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

Page 96: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

96

Inspection Results Cont’d

• PG&E will compare recalculated incentive to submitted incentive amount in Incentive Claim Form/EPBB Calc.

• 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 in the ICF/EPBB Calc, new EPBB calculator will be run if it effects CSI rating/incentive

Page 97: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

97

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

Page 98: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

98

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 99: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

BONUS:

What is the two customer criteria that distinguishes a project as 3

step?

Page 100: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

CSI Performance Metering

and Monitoring

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101

Performance Metering and Monitoring

CPUC 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 system through 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

Page 102: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

102

Table 16 Metering Summary1

Incentive Structure

System Size Minimum Meter Accuracy

PMRS2 Required

Cost Cap3

EPBB < 30 kW ± 5% Yes 1% EPBB 30 kW and greater ± 5% Yes 0.5% PBI All ± 2% Yes No Cost Cap

Application Requirements

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

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

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 Handbook Metering Requirements

Page 104: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

104

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 Billin

g

Page 105: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

105

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

and be approved by each Program Administrator• 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: Appendix B, Section 11 and 4.7.3.3 for more information

•Check for eligible providers at www.gosolarcalifornia.ca.gov

Page 106: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

BONUS:

What are the four field measurements we verify during an

inspection?

Page 107: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

Other Solar Electric Generating

Technologies (Non-PV)

Page 108: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

108

Other Solar Electric Generating Technologies

• Overview– A definition: All solar technologies other than flat-

plate non-concentrating modules• In other words: Anything other than conventional PV

– As of October 1, 2008, other solar electric technologies could apply for CSI incentive

– Reflects CPUC intent that all solar technologies (not just PV) should qualify for incentives

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

eligibility• Only one product certified to-date (SolFocus)

Page 109: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

109

Other Solar Electric Generating Technologies

Category Electric Generating Electric Displacing

Technology Examples

• Dish stirling• Solar trough• Dish and lens• Concentrating solar (“CPV”)

• Solar water heating• Solar space & process heating• Solar driven cooling

Incentive Basis

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

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

Page 110: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

110

Other Solar Electric Generating Technologies

• Technology examples

Dish StirlingDish Stirling

Source: www.wapa.orgSource: www.wapa.org Concentrating PV

Concentrating PV

Source: www.solfocus.comSource: www.solfocus.com

Solar Thermal Heating/CoolingSolar Thermal Heating/Cooling

Solar TroughSolar Trough

Source: www.geni.orgSource: www.geni.org

Page 111: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

111

Other Solar Electric Generating Technologies

• Going forward– CSI calculator for Concentrating PV is available

• Determines incentive based on user estimate of annual kWh (can be obtained from vendor calculations)

– Calculator for other technologies to follow– Forms available on CSI website

• Reservation Request Form• Reservation application guide

– Have received first “Other Solar Electric” Reservation Request (Concentrating PV)

Page 112: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

BONUS:

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

Page 113: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

Generation Interconnection Services (GIS)

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114

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.

Page 115: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

115

Total PG&E NEM Interconnections

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116

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.

• Permanent Service must be established (No Temporary).

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

Submit CSI Applicatio

n

Review

Submit Interconnecti

on Application

Incentive Paid

Interconnect to grid

Review & Approve

Page 117: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

117

GIS Application Common Issues

• Final building permit (BP) does not match application or is missing.

• Single Line Diagram (SLD) has no equipment information: make, model, rating, or… 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 name to acct).

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

Page 118: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

118

Other Common Issues

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

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

• Customer/Vendor requesting “courtesy calls” upon PG&E receipt of final City/County Building Inspection.

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

Page 119: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

119

#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 reading/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).

Page 120: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

120

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.

Page 121: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

121

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.

Page 122: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

122

Resources…GIS Contact Information• Website: www.pge.com/gen• E-Mail: [email protected] • Phone: 415-972-5676• Fax: 415-973-3050

Jack McDermott Senior Program Manager• Email: [email protected]• Phone: 415-973-5142

Page 123: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

BONUS:

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

customers?

Page 124: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

Billing and Rates

Page 125: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

125

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

• Customer receives a monthly charge or credit based on electric rate schedule

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

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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: E1Customer 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 $0.11550= $28.76

Tier 2 101%-130% of Baseline: 74.7 x $0.13131 = $9.81

Tier 3 131%-200% of Baseline: 76.3 x $0.24725 = $18.87

Tier 4 201% - 300% of Baseline: 0 x $0.35443

Tier 5 Over 300% of Baseline: 0 x $0.41059

Total = $57.44

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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 $0.29299 = -$36.48T2 101%-130% of Baseline: -37.35 x $0.30877 = -$11.53T3 131%-200% of Baseline: -38.15 x $0.42448 = -$16.19

Partial Peak: 100T1 Baseline: (100/400)x249=62.25 62.25 x $0.14448= $8.99T2 101%-130% of Baseline: 18.675 x $0.16026 = $2.99T3 131%-200% of Baseline: 19.075 x $0.27597 = $5.26

Off Peak: 500T1 Baseline: (500/400)x249=311.25 311.25 x $0.08456 = $26.32T2 101%-130% of Baseline: 99.375 x $0.10034 = $9.37T3 131%-200% of Baseline: 89.375 x $0.22005 = $19.67

Total = $8.40

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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…

Websitewww.pge.com/tariffs

To discuss ratesCall the Solar Customer Service Center1-877-743-4112

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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.pge.com/nshp

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/b2b/energysupply/wholesaleelectricsuppliersolicitation/http://www.pge.com/b2b/energysupply/qualifyingfacilities/

Page 141: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

BONUS:

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

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ResourcesThe 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:

• 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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Future Webinars/Classes

Sat, Sep 12 - Solar Power Basics for Residential Customers (San Francisco)

Sat, Sep 12 - California Solar Initiative Workshop (Redwood City)

Fri, Sep 18 - California Solar Initiative Workshop (San Francisco)

Tue, Sep 22 - Basics of Photovoltaic (PV) Systems for Grid-Tied Applications (San Francisco)

Fri, Sep 25 - Integrating Energy Efficiency and Renewables in Home Retrofits (San Francisco)

Tue, Oct 6 - Solar Careers and Business Opportunities (San Jose)

Please visit our website for a complete list: www.pge.com/solarclasses

Page 144: California Solar Initiative Introduction Workshop The slides for today’s presentation can be downloaded/printed at .

Questions