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

Transcription

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

2 Ground Rules Act in a safe manner and follow 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 relevant questions or wait until the breaks if not related to the topic Silence cell phones or step out to make/take a call 2

3 Objective 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: The North American Board of Certified Energy Practitioners (NABCEP): Grid Alternative (non-profit providing hands-on training for volunteers) Also check with local community colleges and universities 3

4 Content Introduction 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 Feed-in Tariffs New Solar Homes Partnership (NSHP) Low Income Solar Q&A Session 4

5 About PG&E What we do: Deliver safe, reliable, and environmentally responsible gas and electricity to approximately 15 million Californians Employees 19,800 Electric and gas distribution customers Electric transmission circuits Gas transmission backbone Owned Electric generation capacity Total Peak Demand 5.1 MM electric 4.2 MM gas 18,610 miles 6,136 miles 6,000+ MW 20,000 MW 5

6 PG&E s Solar Leadership Efforts Partnering with Habitat for Humanity to build solar communities Teaching children through our Solar Schools program Donating solar to outstanding local non-profit organizations Creating clean energy at our own facilities (Service Center 204 kw energy goes back to the grid) Helping create Major League Baseball s first solar ballpark (124 kw energy goes back to the grid) As of August 2008, PG&E has entered into contracts for solar power that total more than 2,500 MW. PG&E has announced power purchase agreements with various solar companies. Received numerous awards for environmental and solar leadership 6

7 Other PG&E s 2008 Electric Delivery Mix on average over 50% of the energy delivered comes from sources that emit almost no carbon dioxide 1% 22% Nuclear Natural Gas 44% Large Hydro 17% Renewable Coal 2% 14% 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. 7

8 PG&E s Integrated Approach Energy Efficiency Reduce Energy Use Climate Smart Neutralize Energy Use Renewable Power Supply Solar & Wind 8

9 Before installing solar Start with Energy Efficiency Energy Audit Required to Participate in CSI Program* Educate yourself and your customers Analyze usage Learn what to do 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 * In 2009, CSI participants may have to act on energy efficiency recommendations 9

10 Resources and Programs Rebates are available for many energy efficiency measures Heating and Cooling Water Heating Lighting And many more For more info and other programs, contact PG&E s Energy Efficiency Lines Residential: Smarter Energy Line or Commercial: Business Customer Center or

11 30+ Years of Energy Efficiency Success 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 CO 2 into the atmosphere over the same period KWh/person 14,000 12,000 10,000 8,000 6,000 4,000 2, Courtesy Art Rosenfeld, California Energy Commission US CA Western Europe Note: are forecast data. 11

12 ClimateSmart The energy you use emits greenhouse gases, such as carbon dioxide (CO2), into the atmosphere due to the burning of fossil fuels. Your "carbon footprint" is a measure of its impact on the environment, expressed as tons of CO 2. ClimateSmart is a voluntary program that enables customers to reduce their impact on climate change. It allows customers to pay a separate amount on their monthly energy bill to make your home energy use "climate neutral. PG&E will invest 100% of the payment in independently verified greenhouse gas emission reduction projects in California These projects absorb or reduce over time an equal amount of CO2 from the atmosphere, balancing out the climate impact of your energy use. Enrollment is easy and voluntary; customers can choose to enroll their electric or gas or both accounts 12

13 How it Works 13

14 Example of Projects Conserving and restoring forests Capturing methane gas from dairy farms and landfills Many more proposed Forestry Dairy Methane Capture * Landfill Methane Capture ** Carbon sequestration Habitat preservation Watershed protection CA is losing 40,000 acres of forestland annually Reduce impact of methane Of 1900 dairies in CA, unless than 24 capture methane Reduce impact of methane * Pending CPUC approval. ** Requesting CPUC approval. 14

15 Cost/Rates ClimateSmart Based on actual usage (how many kwh and/or therms are used) Electric: $ per kwh Gas: $ per therm Less than $5 per month for a typical residential home Visit the PG&E website to enroll or for more information 15

16 Overview of CSI 16

17 SB 1 CPUC (CA Public Utilities Commission) CEC (California Energy Commission) Retrofit Residential Retrofit Commercial Commercial New Construction Retrofit Low Income Residential New Construction 1. California Solar Initiative (CSI) Low Income Solar (LISP) 4. New Solar Homes Partnership (NSHP) 2. Multi-family 3. Single Family Program Administrators Grid Alternatives Program Administrators PG&E SCE CCSE PG&E SCE SDG&E BVES 17

18 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. 18

19 CSI Eligibility Project site must be within service territory and receive retail electric service from Pacific Gas and Electric (PG&E), Southern California Edison (SCE) and San Diego Gas and Electric (administered by the CCSE)* If project site is found not to be viable for solar within 180 days after applying, a new site under the same name may be selected if proof can be provided and a considerable amount has already been spent on the project. (see Sect ) Retrofit Residential Projects (Single Family homes and Multifamily properties)** Retrofit and New Construction Non-Residential Projects (Commercial, Industrial, Agricultural and Government) Must use new and eligible equipment approved on CEC list New inverter not required, new panels can be added to an existing inverter Minimum System Size of 1 kw Maximum System Size of 5 MW Incentives will be capped to the First MW System size: production must be < previous 12 month usage history (kwh) Documentation can be provided for added load: new appliances, added square footage, etc. Residential system kw in size, square footage can be used (2 watts x square feet = maximum CEC-AC system size) *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 19

20 CSI Incentive Structure There 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 20

21 CSI Incentive Rates (Original Allotment) Incentive structure: Rebates automatically decline based upon reservations reserved Higher rebates for non-taxable entities PG&E (MW) EPBB Payments (per Watt) PBI Payments (per kwh) Step Res Non- Res Residential Commercial Gov't / Nonprofit Residential Commercial Gov't / Nonprofit n/a n/a n/a n/a n/a n/a $2.50 $2.50 $3.25 $0.39 $0.39 $ $2.20 $2.20 $2.95 $0.34 $0.34 $0.46 Res Non Res $1.90 $1.90 $2.65 $0.26 $0.26 $ $1.55 $1.55 $2.30 $0.22 $0.22 $ $1.10 $1.10 $1.85 $0.15 $0.15 $ $0.65 $0.65 $1.40 $0.09 $0.09 $ $0.35 $0.35 $1.10 $0.05 $0.05 $ $0.25 $0.25 $0.90 $0.03 $0.03 $ $0.20 $0.20 $0.70 $0.03 $0.03 $

22 Trigger Tracker ( * 9* *To determine approximate MW left in step, subtract column 9 from column 8 22

23 Solar to Date PG&E territory represents approximately 50% of all grid-tied solar systems in the United States CSI Program success Over 12,500 Projects Received Over 7,500 Projects Completed totaling over $127 Million in incentives paid Continuous improvements made to streamline process Reduced paperwork by 50% 23

24 EPBB Calculator 24

25 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 proposed system against an optimal system and gives a percentage difference (0-100%) between them, referred to as the Design Factor 25

26 Filling Out the EPBB Calculator Required Field Measurements Standoff Height Shading Tilt True Azimuth Measurements should be verified pre and post installation for accuracy 26

27 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 6 (SMAX) Frame (6 +3 )/2=4.5 Mounting Method Choices: 0 >0 to 1 >1 to 3 >3 to 6 >6 (SMIN) 3 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 27

28 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 > (2 X B) For example, if line B is 13 feet, then line A has to be 26 feet or more A B 28

29 Minimally Shaded? YES 40 Feet Object Height is 10 feet above the array. Object Distance is 40 feet from the array. 10 Feet 2x Height above the modules = 20 feet NO SHADE IMPACT REQUIRED 2x Height < Distance = Minimal Shading 20 feet < 40 feet? 29

30 Minimally Shaded? NO 15 Feet 25 Feet Object Height is 15 feet above the array. Object Distance is 25 feet from the array. 2x Height above the modules = 30 feet 2x Height > Distance = Not Minimal Shading 30 feet > 25 feet? SHADE IMPACT REQUIRED 30

31 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). 31

32 Sample Reading 32

33 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 33

34 Tilt Tilt - Angle at which the modules are mounted relative to 0º (flat horizontal surface) Modules that are installed flat on a roof will have a 0º tilt Frame tilt angleº 34

35 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 Declination Magnetic North on a Compass 35

36 Magnetic Declination Correction Look up magnetic declination for specific location at: ( 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 ) and add the given correction for magnetic declination of 14 to get a true azimuth of 194 On EPBB Calculator, enter the azimuth as

37 Tips for Determining Azimuth Try to stay 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. 37

38 EPBB Tool Demonstration Please take out your EPBB Tool explanation sheet 38

39 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 39

40 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 40

41 Case Study 1 One array with the same: modules and inverter(s) stand-off height shading azimuth tilt 1 2 Take 4 SunEye Snapshots, one at each corner of the array panels: Azimuth - South 180º Tilt - 21º from horizontal Neighbor s tree 41

42 Case Study 1: Calculate Solar Access Averages Each snapshot will generate 12 monthly Solar access values Array 1: Solar access values are averaged for points 1-4 Jan 84% Feb 89% Mar 92% Apr 93% May 94% June 95% July 97% Aug 96% Sept 94% Oct 92% Nov 91% Dec 89% 42

43 Case Study 1: Calculate Impact Because entire array has the same stand-off height, shading, azimuth, tilt and equipment, it is fine to complete only one EPBB Calculator using averaged monthly solar access values from the 4 points. Array has 28 panels 43

44 Case Study 2 Two arrays with the same module types and same inverter(s) Two arrays with different shading, azimuths and tilts panels: Azimuth - East 90º Take 8 SunEye Snapshots, one at each corner of each array Tilt - 17º from horizontal panels: Azimuth - South 180º Tilt - 21º from horizontal 8 Neighbor s tree 44

45 Case Study 2: Calculate Solar Access Averages Each snapshot will generate 12 monthly Solar access values Jan 89 Jan 90 Feb 90 Feb 91 Array 1: Solar access values are averaged for points 1-4 Mar 92 Apr 93 May 94 June 95 July 97 Aug 96 Array 2: Solar access values are averaged for points 5-8 Mar 92 Apr 93 May 94 June 95 July 96 Aug 96 Sept 94 Sept 95 Oct 92 Oct 93 Nov 91 Nov 92 Dec 89 Dec 91 45

46 Case Study 2: Calculate Impact 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 #1 has 9 panels Array # 2 has 21 panels 46

47 CSI Application Process

48 Before Applying Application 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. 48

49 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 Non-Res projects > 10 kw Commercial Industrial Agricultural Government Non-Profit 49

50 2 Step Application Process 50

51 2 Step Application All Residential Retrofit and All Non-Res Projects < 10 kw Step 1. Reserve the Funding Step 2. Claim your Incentive RRF ICF Submit Reservation Request Form Submit Incentive Claim Form

52 Step 1 of 2: 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 ( 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 52

53 Step 1 of 2: Additional Required Documents, IF APPLICABLE If annual kwh on EPBB Calculator > previous 12 month usage history or If New Construction (Non-Res only) and over 5kW 5. Electrical System Sizing Documentation Square footage, list of new equipment/appliances with the wattage and expected use, or engineer calculations If Government, Non-Profit or Public Entity 6. Certification of tax-exempt status and AB1407 compliance If certification is unavailable, letter from the CFO or equivalent; AB1407 template on CSI website If the Owner of the System is not the PG&E Customer 7. Copy of Executed Alternative System Ownership Agreement Listing involved parties, terms, length of time, signatures, etc. 53

54 Step 2 of 2: Incentive Claim Required Documents 1. Complete Incentive Claim Form and Original Signatures Application indicating payee, installed as-built equipment, final incentive amount, etc 2. Final Project Cost Breakdown Worksheet Itemized listing of project cost for modules, inverters, installation, etc. 3. Copy of Executed Performance Monitoring & Reporting Service Contract and Performance Data Provider Letter Performance Meter make, model & serial number; name of provider; terms & conditions; etc. Or If EPBB and exempt: 3. PMRS Cost Cap Exemption Documentation Same as above or If exempt, copy of quote from eligible PMRS provider showing cost If Applicable 4. Updated EPBB Calculation Printout Required if installed system is different than proposed system in approved in Reservation (Step 1) 54

55 2 Step Process and Timeframe All Retrofit Residential and All Non-Res Projects < 10 kw Reservation PG&E Review Reservation Incentive PG&E Review Incentive Request Form Within 30 days* Confirmation Notification Claim Form Within 30 days* Approval Notification Due 1 year from date Reservation Approved for retrofit Res and Non-Res Due 18 months from date Reservation Approved for Comm New Construction, Gov t and Non-Profits Please note: Timeframes are approximate. *Missing or Incorrect information/documents cause indefinite delays.

56 3 Step Application Process 56

57 3 Step Application All Non-Residential Projects > 10 kw Step 1. Reserve Funding Step 2. Show Progress Step 3. Claim Incentive RRF PPM ICF Submit Reservation Request Form Submit Proof of Project Milestone Submit Incentive Claim Form

58 Application Fee for 3 Step Application Fee required for all non-residential applications > 10 kw based on CEC-AC rating kw > kw < FEE = $1, = $2, = $5, = $10, ,000 = $20,000 Fee refunded upon project completion Fee forfeited if project is cancelled after being reserved/confirmed 58

59 Step 1 of 3: 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, onsite or mail 3. Printout of EPBB Tool Calculation ( Each array requires a separate printout to determine correct incentive 4. System Description Worksheet Template can be found on website 5. Application Fee for non-residential projects > 10kW Make payable to PG&E or CSI Program 59

60 Step 1 of 3: Reservation Request Required Documents, IF APPLICABLE If annual kwh on EPBB Calculator > previous 12 month usage history or If New Construction (Non-Res only) and over 5kW 6. Electrical System Sizing Documentation Square footage, list of new equipment/appliances with the wattage and expected use, or engineer calculations If Government, non-profit and public entities only 7. Certification of tax-exempt status and AB1407 compliance AB1407 template can be found on website. Certification of tax-exemption needs to come from financial their chief financial officer or equivalent 60

61 Step 2 of 3: Proof of Project Milestone Required Documents 1. Completed Proof of Project Milestone Checklist The purpose of this checklist is to assist in the completion of information materials required for review of Proof of Project Advancement 2. Copy of Executed Agreement of Solar System Purchase and Installation Purchase/installation contract between involved parties If System Owner is different than Host Customer 3. Copy of executed alternative System Ownership agreement Listing involved parties, terms, length of time, signatures, etc. IF Applicable 4. Revised EPBB Calculation Printout (if applicable) If the proposed system has changed at all please submit a new EPBB calculation printout IF Gov t, Non-profit, and Public Entities 5. Copy of Request For Proposal (RFP) of Solicitation Notice to Invite Bids, of similar solicitation issued for the installation, lease, and/or purchase of the system proposed for the project 61

62 Step 3 of 3: Incentive Claim Required Documents 1. Complete Incentive Claim Form and Original Signatures Application indicating installed equipment and final incentive amount 2. Final Project Cost Breakdown Worksheet Itemized listing of project cost for modules, inverters, installation, etc. 3. Copy of Executed Performance Monitoring & Reporting Service Contract and Performance Data Provider Letter Performance Meter make, model & serial number; name of provider; terms & conditions; etc. Or If EPBB and exempt: 3. PMRS Cost Cap Exemption Documentation Same as above or If exempt, copy of quote from eligible PMRS provider showing cost If Applicable: 4. Revised EPBB Calculation Printout Required if installed equipment is different than proposed equipment in Reservation (Step 1) 62

63 3 Step Process and Timeframe New Construction and Retrofit Non-Residential Projects > 10 kw Reservation Request Form PG&E Review Within 30 days* Reservation Reserved Notification Proof Of Project Milestone PG&E Review Within 30 days* Reservation Confirmed Notification Due 60 Days from Reservation Reserved Incentive Claim Form PG&E Review Within 30 days* Incentive Approval Notification Due 12 months from Reservation Reserved *Please note: Timeframes are approximate and cannot be guaranteed. Missing or Incorrect information/documents cause indefinite delays.

64 3 Step Process and Timeframe Government and Non-Profit Projects > 10 kw Reservation Request Form PG&E Review Within 30 days* Reservation Reserved Notification Request for Proposal (RFP) PG&E Review Within 30 days* RFP Approval Notification Due 60 Days from Reservation Reserved Proof Of Project Milestone PG&E Review Within 30 days* Reservation Confirmed Notification Incentive Claim Form PG&E Review Within 30 days* Incentive Approval Notification Due 240 Days from Reservation Reserved Due 18 months from Reservation Reserved *Please note: Timeframes are approximate. Missing or Incorrect information/documents cause indefinite delays.

65 Reservation Request Packet Common Mistakes Missing or Incorrect Energy Audit documentation Mailing Address vs Project Site Address Missing Tax Exemption and/or AB1407 (GOV T, Non-Profit, Public Entities) Missing signatures for all parties involved Stand-off height not selected on EPBB Calculator Incentive Claim Packet Revised EPBB not submitted to reflect changes in installed equipment Missing PMRS documentation Tax Status and Tax ID 65

66 CSI Applications Received 66

67 How to Apply Download forms from website Access online database PowerClerk Track status of all applications Ability to pre-fill certain sections with stored data And now for a demonstration 67

68 To Learn more: Resources PowerClerk Tutorial Other Solar Webinars CSI Application Process: Tips for a Quick Turnaround-1/22/09 Solar Power Basics for Residential Customers-2/14/09 Solar Electric Systems for Multi-Tenant Units Basics of Photovoltaic Systems for Grid-Tied Applications Photovoltaic Site Analysis and System Sizing Interconnection/CSI and the Investment Tax Credit Performance Data Provider and Performance Monitoring and Recording Service Advice Letter Updates/Changes to CSI Handbook Solar Power Purchase Agreements **Please refer to the Pacific Energy Center training website for the next available Internet class: 68

69 Resources cont d Applications: Energy Efficiency: Residential EPBB Calculation Tool: Business California Energy Commission: 69

70 CSI Field Inspection Process 70

71 CSI 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. 71

72 Selection of CSI Projects for Site Inspections EPBB Projects that are less than 30 kw and 100% of PBI Projects are randomly chosen for field inspection* EPBB Projects greater than or equal to 30kW require field inspections *Random means approximately 1 in 7 applications per installers 72

73 Module & Inverter Equipment CSI Inspection Verification Inspectors will verify the following: Installation Parameters Verified Operation - Manufacturer - Model Number - Quantity *If module nameplate is not visible, invoice is necessary to verify manufacturer and model Measure: - Tilt - Azimuth - Standoff Height - Shading of array(s) - System is operational, and output is reasonable for conditions at time of inspection 73

74 Coordination of Inspections Applicants 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. 74

75 Access Issues to Modules Safety Issues Prohibiting Access Weather conditions that may render it unsafe to mount roof Roof that are fragile, too steep, etc. If Safety Issues Exist, Required Assistance from Applicant Provide Inspector shading analysis for EPBB Calculator Provide Inspector invoice indicating the module manufacturer, model and quantity Verify System Output Inspector will still verify if the system output from the inverter is reasonable during the inspection 75

76 Tolerances External Tolerances Tilt +/- 3º Azimuth +/- 5º Shading +/- 5% Internal Tolerance Incentive Amount +/-5% 76

77 Inspection Results If inspection results fall within external 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 external 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 and send it along with the report to PG&E 77

78 Inspection Results Cont d PG&E will compare recalculated incentive to submitted incentive amount in Incentive Claim Form/EPBB Calc. If recalculated incentive amount falls within internal tolerances PG&E will not issue a failure If recalculated incentive amount falls outside internal tolerances PG&E will issue a failure The following two options will be communicated to the Applicant and a decision must be made within 30 days: 1. Applicant can accept new recalculated incentive amount 2. Applicant can dispute results through appeals process If installed equipment is different than that submitted in the Incentive Claim Form/EPBB Calc. Same process will apply 78

79 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 79

80 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 80

81 CSI Performance Metering and Monitoring 81

82 Performance Metering and Monitoring CPUC requires all projects to have Performance Monitoring and Reporting Services (PMRS), unless exemption criteria are met Performance Monitoring and Reporting Service (PMRS): is a service that a customer can purchase to track the performance of their system through a performance meter or NGOM. Performance Meter: is separate from and in addition to the utility s revenue meter (can be inverter integrated) and provides performance data to the customer. PBI Only Net Generation Output Meter (NGOM): is separate from and in addition to the utility s revenue meter and provides performance (output) data to PG&E for PBI payments and to the customer for PMRS. Performance Data Provider: the entity that collects performance data from the NGOM and provides it to PG&E. This is used for calculating monthly PBI payments Data is collected once a month 82

83 EPBB Metering and Monitoring Set-Up PV Panels Project Site Inverter (with Integrated meter +/- 5%) Performance Monitoring and Reporting Service (PMRS) Customer NEM Utility Meter (Bidirectional) For Billing 83

84 PBI Metering and Monitoring Project Site NEM Utility Meter (Bidirectional) PV Panels Inverter (with Integrated Meter +/- 5%) For Billing Customer Performance Monitoring and Reporting Service (PMRS) Net Generation Output Meter (NGOM) (+/- 2%) Performance Data Provider (PDP) For PBI Payments 84

85 CSI Handbook Metering Requirements Table 16 Metering Summary 1 Incentive System Size Minimum Meter PMRS 2 Cost Cap 3 Structure Accuracy Required EPBB < 30 kw ± 5% Yes 1% EPBB 30 kw and greater ± 5% Yes 0.5% PBI All ± 2% Yes No Cost Cap Please Note: All metering systems are paid for at the System Owner s expense including some form of communications, performance monitoring and reporting capability. 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 a copy of an executed contract as described above (if nonexempt) OR proof of exemption (if exempt) Copy of quote from eligible provider showing total cost 85

86 Additional Requirements All PMRS/PDP providers must be listed on the CEC Website and be qualified 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 must be installed Meters must have a one-year warranty Performance meters can be installed by the utility or a qualified 3 rd party (PBI Only) See CSI Handbook: Appendix B, Section 11 and for more information 86

87 Resources PMRS and PDP Check for eligible providers at: Metering Webinar: Performance Data Provider and Performance Monitoring and Recording Service Please check the Pacific Energy Center website for the next available class: 87

88 Other Solar Electric Generating Technologies 88

89 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) 89

90 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 90

91 Other Solar Electric Generating Technologies Technology examples Dish Stirling Source: Source: Concentrating PV Solar Trough Source: Solar Thermal Heating/Cooling 91

92 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) Questions? 92

93 Generation Interconnection Services (GIS) 93

94 Interconnection Interconnection is the physical connection of your solar system to the utility grid. GIS Role Coordinates interconnection activities, including: engineering reviews, metering access issues special facilities customer contracts and administration It assures that safety protocols are adhered to for the protection of the utility linemen and is installed as designed and operating according to Rule 21 Issues Permission to Operate Letter (PTO). Provides for two types of solar interconnections (Rule 21): NEM (exporting) and non- NEM (non-exporting) options for the customer. 94

95 Net Energy Metering (NEM) The utility grid is a two-way street! Electricity can be sent back to the grid by the customer PG&E can provide any extra electricity or back-up power that you may need Eliminates the need for batteries Reduces cost and maintenance. Ensures a constant supply of electricity. X 95

96 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. 96

97 Interconnection Application vs. CSI Application Submit CSI Application Review Incentive Paid Submit Interconnection Application Review & Approve Interconnect to grid Interconnection Application is a separate, but parallel process to CSI/SGIP Application Permanent Service must be established (No Temporary) GIS Field Inspection and Interconnection Agreement must be complete and executed before paid for CSI Incentive 97

98 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: to add name to acct) Reprogramming fee of $228 for Time of use (TOU) not included. Website has availability and exceptions 98

99 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. 99

100 #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. 100

101 PG&E Interconnections 101

102 Application Resources Contact Information Phone: Fax: Interconnection Webinars California Solar Initiative and the Investment Tax Credit Building Inspection Process and Solar (need building permit to become interconnected) Please check the Pacific Energy Center website for the next available Internet class: 102

103 Billing and Rates 103

104 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 104

105 NEM Billing continued True-Up Period starts on date of interconnection and ends on anniversary At end of 12 month period, customer will receive True-Up bill, reconciling all 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 105

106 Sample Bill and Statement Jane Sample 123 Main St San Jose, CA

107 Residential Electric Rates Customers are billed on a tiered pricing structure. The 1 st 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) 107

108 Residential Rate Options Basic rate E-1 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 108

109 E-6 Time Periods 109

110 Example of Billing: E1 Customer lives in San Francisco (territory T) and has gas heating Baseline Quantity (kwh): Summer per day Winter per day 30 days in billing cycle = 30 x 8.3 = 249 kwh = monthly baseline E1 Customer s net usage is 400 kwh Tier 1 (Baseline): 249 x $ = $28.76 Tier 2 101%-130% of Baseline: 74.7 x $ = $9.81 Tier 3 131%-200% of Baseline: 76.3 x $ = $18.87 Tier 4 201% - 300% of Baseline: 0 x $ Tier 5 Over 300% of Baseline: 0 x $ Total = $

111 Example of Billing: E6 Same customer and usage as E1 example: monthly baseline = 249 kwh E6 Customer s Net Usage: Peak -200 Partial Peak 100 Off Peak 500 = 400 kwh Net Peak: -200 T1 Baseline: (-200/400)x249= x $ = -$36.48 T2 101%-130% of Baseline: x $ = -$11.53 T3 131%-200% of Baseline: x $ = -$16.19 Partial Peak: 100 T1 Baseline: (100/400)x249= x $ = $8.99 T2 101%-130% of Baseline: x $ = $2.99 T3 131%-200% of Baseline: x $ = $5.26 Off Peak: 500 T1 Baseline: (500/400)x249= x $ = $26.32 T2 101%-130% of Baseline: x $ = $9.37 T3 131%-200% of Baseline: x $ = $19.67 Total = $

112 Commercial Rate Options A-1 Basic rate for small commercial Best for low usage, under 50,000 kwh/year A-10 Demand rate for medium commercial Best if usage expected is over 50,000 kwh/year 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 kw If demand > 1000, must be E-20 A-6 Time of Use (TOU) rate for small commercial Best if majority of usage is at night and weekends E-20 Mandatory TOU rate for large commercial with maximum demand* over 1000 kw demand monthly *Demand is the maximum amount of electricity drawn at any specific time 112

113 A-6, E-19 & E-20 Time Periods 113

114 Resources Website To discuss rates Call the Solar Customer Service Center

115 Feed-In Tariffs for Small Renewable Generation 115

116 Feed-In Tariffs Tariff created in February 2008 that allows eligible renewable generators to sell back power to PG&E Will close when total combined capacity reaches MW Some examples of eligible generators are solar, biomass, wind, geothermal, landfill gas, etc. Maximum system capacity is 1.5 MW Customer can elect to sell all power back to PG&E or serve load and only sell back excess power Seller must agree to 10, 15 or 20 year contract PG&E will pay seller based on CPUC determined rate Market Price Referent (MPR)* x Time of Delivery Factor Time of Delivery factor is based on Month and Timeframe (Super-Peak, Shoulder and Night) power sold is generated For example, in 2008 MPR for a 10 yr contract and if power generated in Oct during Super-Peak, the rate would be: $ (MPR) x (TDF) = $ per kwh See FAQs or Tariff online for complete schedule of MPRs and Timeframes * MPR adjusted yearly 116

117 Website Resources FAQs Document (link at bottom of web page above) electricsuppliersolicitation/feedin_tariffs_faqs.pdf 117

118 New Solar Homes Partnership and Low Income Solar 118

119 SB 1 CPUC (CA Public Utilities Commission) CEC (California Energy Commission) Retrofit Residential Retrofit Commercial Commercial New Construction 1. California Solar Initiative (CSI) Retrofit Low Income Low Income Solar (LISP) Residential New Construction 4. New Solar Homes Partnership (NSHP) 2. Multi-family 3. Single Family Program Administrators Grid Alternatives Program Administrators PG&E SCE CCSE PG&E SCE SDG&E BVES 119

120 New Solar Homes Partnership Statewide Program started January 1, 2007 ends MW ; $400 Million PG&E, SCE, SDG&E and BVES electric customers PG&E processing applications as of June 16, 2008 CEC Guidebook, online tool, marketing, program rules Incentive program for installing eligible solar photovoltaic (PV) For builders & developers of new residential custom, production, multifamily and affordable housing homes and projects Goal Create a self sustaining market for solar homes where builders incorporate high levels of EE and high performing solar systems 120

121 NSHP Incentives Incentives - One time, up-front, expected performance based incentive payment (CEC PV EPBI calculator) Incentive levels decline to zero over 10 years as megawatt goals/triggers achieved Affordable Housing Starting at $3.50/watt for solar systems on residential units Starting at $3.30/watt for solar systems servicing common areas Market Rate Starting at $2.50/watt: Base Incentive Starting at $2.60/watt: Production housing with solar standard 121

122 NSHP Requirement Ten Year Warranty Requirements System size 1kW or larger (over 5kW requires justification) Third-Party Field Inspection Promote High Performance Solar Homes High Performance PV Systems High levels of Energy Efficiency 122

123 NHSP Requirement Cont d Builders encouraged to participate in PG&E s Energy Efficiency Residential New Construction (RNC) rebate program to take advantage of incentives ($150-$2,000) PG&E s NSHP program is aligned with RNC Energy Efficiency Tier Requirements Tier 1: 15% better than T-24* Tier 2: 35% better than T-24, 40% cooling reduction* Both tiers require appliance offered by builder to be ES if available Must be completed by Certified Energy Plans Examiner (CEPE), T-24 consultant *CSI Incentive is the same regardless of Energy Efficiency Tier 123

124 NSHP - How to Participate Before You Apply Establish electric service from PG&E Apply for interconnection Participate in the Residential New Construction Energy Efficiency Program for additional incentives Review NSHP Guidebook Visit our website Submit Application Online 124

125 SB 1 CPUC (CA Public Utilities Commission) CEC (California Energy Commission) Retrofit Residential Retrofit Commercial Commercial New Construction Retrofit Low Income Residential New Construction 1. California Solar Initiative (CSI) Low Income Solar (LISP) 4. New Solar Homes Partnership (NSHP) 2. Multi-family 3. Single Family Program Administrators Grid Alternatives Program Administrators PG&E SCE CCSE PG&E SCE SDG&E BVES 125

126 Low Income Solar Program The Low Income Solar Program will provide education and incentives for installing solar PV systems in eligible retrofit low income structures (single-family homes and multifamily housing). $216 M (10% of the ratepayer funded CSI Budget) was set aside for Low Income Solar There are two distinct programs: $108M for Single Family Affordable Solar Housing Program (SASH) Administered statewide by GRID Alternatives $108M for Multifamily Affordable Solar Housing Program (MASH) Administered by PG&E, SCE and CCSE Goal Promote participation by and provide access to solar power to low income households living in retrofit housing structures Decrease energy use and electric bills without increase monthly household expenses 126

127 Single Family Affordable Solar Housing Program (SASH) Two types of incentives Fully Subsidized 1KW for very low income owneroccupied homes Partially subsidized systems for all other low income homeowners. $4.75-$7.00 per Watt vs. general market CSI incentive of $1.90-$2.50 per Watt Program was approved by CPUC in November 2007, however it is currently still in development Implementation by

128 Multifamily Affordable Solar Housing (MASH) Three types of Incentives: Track 1a: $3.30/Watt for common load offset Track 1b: $4.00/Watt for tenant load offset Track 2: higher, grant-style incentives, amount TBD Incentives are not subject to a MW Trigger The Investor Owned Utilities (IOUs) filed a proposed Virtual Net Energy Metering (VNM) tariff by 2/13/09 MASH participants may allocate credits from one solar system across multiple accounts Track 1 incentives are available as of February 17, 2009 Track 2 incentives are expected to be available in late

129 MASH Track 1 Application Process: What is different? Three Step Process (similar to commercial/gov t/non-profit) No application fee Documentation of low income status required (Public Utilities Code 2852) 18-month reservation period Universal inspection For more information or to apply, please visit: 129

130 Questions?? 130