PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

06.01.12

How to Efficiently Apply for CSI Incentives - An Online Course Kim Ngo Sr. Program Manager Solar and Customer Generation Pacific Gas and Electric Company [email protected] June 1, 2012

PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

Goals Learn how to: 1. 2. 3. 4.

Avoid Common Mistakes Register for a PowerClerk account Create a CSI application Check application status

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PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

Common Mistakes

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PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

Common Mistakes Reservation Request • Missing or Incorrect Energy Audit documentation (e.g. wrong zip code, address, audit not within 3 last years 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 (Installation/Leases must be executed)

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

• Performance Monitoring and Reporting Service (PMRS) provider not listed in PowerClerk Incentive- PMRS is mandatory for projects > 10 kW • Tax Status and Tax ID inconsistent or incorrect from previous submittals • Project has not been interconnected

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PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

Register for a PowerClerk account

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PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

csi.powerclerk.com – Register for a PowerClerk login

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PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

Individual: An individual submitting his or her own application Company: A company submitting CSI application for itself or for someone else

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PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

“Individual” - required registration fields

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PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

“Company” - required registration fields – Select Program Role(s)

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PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

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“Company” - required registration fields – Valid CA Contractor License # •

CA Contractor License # is required for Solar Contractors

PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

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“Company” - required registration fields – Valid CA Contractor License # • Auto validates License # in the CA State License Board (CSLB) database and imports information

C10, C46 12/31/2012 Fictitious Solar Company Name

PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

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“Company” - required registration fields – Valid CA Contractor License # • Auto-fills Address and Phone Number using CSLB info

Auto-filled with info from CSLB

PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

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“Company” - required registration fields – Valid CA Contractor License # •

Enter the Account Information

PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

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“Company” - required registration fields – Valid CA Contractor License # • Enter the words that appear in the image and click “Create User”

PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

Check your email for message from “PowerClerk Support” • Click on link in email to activate account

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PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

Create CSI application

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PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

csi.powerclerk.com – Description of required documents

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PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

csi.powerclerk.com - Login

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PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

Application Dashboard – Default view

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PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

Application Dashboard Filter for Agency (Program Administrator) • • •

CCSE – California Center for Sustainable Energy (for SD&GE area) PG&E – Pacific Gas and Electric Company SCE – Southern California Edison

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PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

Application Dashboard Filter for Incentive Program (2-Step vs 3-Step) • •

2-Step = Small Commercial (=10 kW)

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PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

Application Dashboard Searchable Inputs • • •

Application Number Host Customer Name Solar Contractor

• • •

Assignee Status Status Date

•

Next Due Date

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PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

Click “New Incentive Application” to create new Reservation Request

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PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

Click the applicable Program Administrator

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PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

Click the applicable Program

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PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

Application Progress Bar • • • •

Indicates the current page Faded Color – Fields are missing inputs Solid Color – Fields are all complete Click to advance to next page after entering/selecting all required information

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PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

Application Participants • • •

Applicant = Person/Company submitting the application Seller = PV system seller Solar Contractor = PV system installer

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PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

Application Participants – For 3-Step Applications Only

• If the Seller and/or Solar Contractor is not known at the Reservation Request Milestone • Select “TBD at Proof of Project Milestone

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PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

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the “Prefill with:” option to quickly prefill fields if the information Pro Tip Click requested was already entered in a previous section

PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

Host Customer Page •

Host Customer = Customer of Record (Name on the Utility Account)

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PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

Host Customer Page – Mailing Address •

Address where Host Customer receives mail

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PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

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the “City” and “County” by entering the zip code. Pro Tip Auto-populate • After you enter the Address Line 1 (and 2), skip entering the City and enter the zip code

PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

Host Customer Page – Contact • •

The Host Customer’s email address is required Host Customer = Customer of Record (Name on the Utility Account)

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PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

System Owner Page •

System Owner = Owner of the System

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PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

System Owner Page – Mailing Address

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PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

System Owner Page – Contact Information

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PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

Project Site Page – Site of PV System

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PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

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Project Site Page – Site of PV System • Enter the Service Account Number for the electric account • The Service Account Number is different from the Account Number

PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

Project Components Page – Inverter and PV Module Information

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PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

Project Components Page – Inverter Entry •

Select Inverter Manufacturer

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PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

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to your selection by clicking on the dropdown list and type the Pro Tip Jump first letters of your selection • i.e. for “Sunpower” type ‘s’ ‘u’ ‘n’ ‘p’

PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

Project Components Page – Inverter Entry •

Select Inverter Model

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PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

Project Components Page – Inverter Entry • • •

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Enter Quantity of Inverters Click “Save’ when done Check “Previously Installed Inverter” if you are adding PV Modules to an existing inverter that received incentives from CSI

PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

Project Components Page – PV Modules Entry •

Click “Add PV Modules”

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PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

Project Components Page – PV Modules Entry • •

Enter a description for the PV Array, i.e. “South West Roof Array” This helps you organize PV Arrays for systems with multiple arrays

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PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

Project Components Page – PV Modules Entry •

Select PV Module Manufacturer

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PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

Project Components Page – PV Modules Entry •

Select PV Module Model

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PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

Project Components Page – PV Modules Entry • •

Complete the requested fields Click “Save” when done

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PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

Project Components Page – Entering Multiple PV Arrays •

Two scenarios 1. More than one PV Array tied to a single inverter 2. Each PV Array has its own Inverter

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PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

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Project Components Page – More than one PV Array tied to a single inverter 1. Click “Add PV Modules” 2. Repeat previous steps to “Add PV Modules” until all PV Arrays are entered

PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

Project Components Page – Each PV Array has its own Inverter 1. Click “Add Inverter”

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PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

Project Components Page – Each PV Array has its own Inverter 1. Repeat steps to adding an inverter

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PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

Project Components Page – Each PV Array has its own Inverter 1. Click “Add PV Module” 2. Repeat steps to adding a PV Module

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PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

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Project Components Page – Each PV Array has its own Inverter 1. Repeat the steps to adding an Inverter and PV Module for each PV Array

PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

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Project Components Page – System Size Summary • CEC-AC = PV Module Rating X QTY of PV Module X Inverter Efficiency Rating % • CSI-AC = CEC-AC X Design Factor • CSI-AC system size is used to calculate the incentive

PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

Project Components Page – Financing Information and Cost • Select the applicable answer • Enter the cost

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PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

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Project Components Page – Estimated Annual Production and Design Factor • Estimated results based on your system inputs • Click on “Show Details” to see more information

PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

Project Components Page – Payment Type and Incentive Calculation • • •

EPBB required for all new systems < 10 kW (CEC-AC) EPBB or PBI for new systems >= 10 kW and < 30 kW (CEC-AC) PBI is required for all new systems >= 30 kW

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PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

Application Review Page – Summary of information • •

Review and make any necessary changes To make changes, click on the page in the navigation bar

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PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

Reservation Request Page – Print to obtain signatures and to scan

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PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

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Paperwork Record Page – Electronically attach documents • Attach PDF of required documents and applicable documents for the application

Required

Maybe Required

PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

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Paperwork Record Page – Electronically attach documents • Click on the to view a description of the document and where to obtain it

PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

Paperwork Record Page – Electronically attach documents

• Click “Add Attachment” to attach the PDF for each document • Similar process to attaching a file to an email from your computer

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PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

Paperwork Record Page – Electronically attach documents

• View: to view the attached document • Remove: to remove the document and attach another document

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PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

Submit Application Page • Click

to submit the application

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PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

Confirmation page

• CSI Application number is assigned • Click

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PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

Application Dashboard

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PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

Application Dashboard – Due Dates • Blue – Active • Gold – Due within 10 days • Red – Pass due

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PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

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Application Dashboard – Application Suspensions (Requires more info) • Click “View”

PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

Application Suspensions (Requires more info) • Click “View Document Notes” to see reason • Click “Attach Updated Document” to update document

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PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

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Common Mistakes Reservation Request • Missing or Incorrect Energy Audit documentation (e.g. wrong zip code, address, audit not within 3 last years 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 (Installation/Leases must be executed)

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

• Performance Monitoring and Reporting Service (PMRS) provider not listed in PowerClerk Incentive- PMRS is mandatory for projects > 10 kW • Tax Status and Tax ID inconsistent or incorrect from previous submittals • Project has not been interconnected

PG&E Webinar How to Efficiently Apply for CSI Incentives - An Online Course

Thank you! Your thoughts? • Suggestions for future content? • Opinions on content and delivery?

• Topics to emphasize or de-emphasize? • How can we provide a better service?

Feedback is welcomed! Kim Ngo [email protected]

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