2007 SGIP Handbook and Forms

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2007 SGIP Handbook and Forms - These forms should be used by anyone applying to the SGIP in 2007, or projects carried over into the 2007 SGIP from the 2006 Wait List. Please note that solar incentives are now under the California Solar Initiative (CSI). Please visit: www.pge.com/csi, for more info.

Handbook and Process Overview:

• 2007 Self-Generation Incentive Program Handbook (PDF, 781 KB) (Rev. 3) - 05/08/07
  2007 Self-Generation Incentive Program Handbook (PDF, 781 KB) (Rev. 3) - 05/08/07
• Application Process Overview (PDF, 44 KB) - 12/21/06
  Application Process Overview (PDF, 44 KB) - 12/21/06

Reservation Request Form Documents:

• 2007 Reservation Request Application Checklist (PDF, 31 KB) - 12/21/06
  2007 Reservation Request Application Checklist (PDF, 31 KB) - 12/21/06
• 2007 Reservation Request Application Form (XLS, 65 KB) (Program Application) - 1/04/07
  2007 Reservation Request Application Form (XLS, 65 KB) (Program Application) - 1/04/07
• Proof of Utility Service
  All Applicants must submit a copy of a recent electric or gas utility bill. For new construction, the Applicant must receive confirmation from the serving utility that the Host Customer Site is within the Program Administrator's service territory.
• Electrical System Sizing Documentation (for new construction or expansion)
  To confirm that participating distributed generation systems will not exceed the capacity of the Host Customer's previous 12-month peak (maximum) electrical demand, all Applicants must submit a copy of the data and calculations used to determine system size. This includes future or added load calculations per section 2.5.6.2 of the 2007 SGIP Handbook (PDF, 774 KB).
• Self-Generation System Description Worksheet (DOC, 85 KB) - 12/21/06
  Self-Generation System Description Worksheet (DOC, 85 KB) - 12/21/06
• Incentive Calculation Worksheet (XLS, 105 KB) - 12/21/06
  Incentive Calculation Worksheet (XLS, 105 KB) - 12/21/06
• Description of other Funding Sources
  When applicable, Applicants must disclose all Project funding and/or Project financial assistance sources that reduce the System Owner's otherwise out-of-pocket expenses for the Project. Submitted documentation must confirm the assistance source and the amount or type of assistance (e.g., gifted equipment).
• Proof of Adequate Renewable Fuel Resource (for Level 2 applications, except wind turbines)
  When applicable, Applicant must submit an engineering survey or study confirming that there is adequate on-site Renewable Fuel (i.e., adequate flow rate) for continuous operation of the self-generation unit for the term of the Project's required warranty/maintenance period.
• Waste Heat Emission Worksheet (XLS, 47 KB) (for Level 3 applications) - 05/08/07
  Waste Heat Emission Worksheet (XLS, 47 KB) (for Level 3 applications) - 05/08/07
• Proof of Power Factor Eligibility (for Level 3 applications except fuel cell)
  When applicable, Applicants must submit design and/or manufacturer's specifications which show that the system will be capable of operating between 0.95 PF lagging and 0.90 PF leading.
• Proof of NOx Emissions Qualifications (for Level 3 applications except fuel cell)
  When applicable, Applicants must provide documentation (see Section 2.5.9 of the 2007 SGIP Handbook (PDF, 774 KB)) substantiating that the generator's NOx emissions are at or below the applicable emission standard. Units that do not pass the emission standard may use emission credits if they meet or exceed the 60% minimum system efficiency.
• Proof of Adequate Waste Gas Fuel (for Level 3 waste gas fuel)
  When applicable, Applicants must submit an engineering survey or study confirming that there is adequate on-site Waste Gas fuel (i.e., adequate flow rate) for continuous operation of the self-generation unit for the term of the Project's required warranty/maintenance period.

Project Advancement Milestone Documents

• Proof of Project Advancement Checklist (PDF, 51 KB) - 10/21/08
  Proof of Project Advancement Checklist (PDF, 51 KB) - 10/21/08
• Self Generation Incentive Program Contract (XLS, 47 KB) (Sample) - 12/21/06
  Self Generation Incentive Program Contract (XLS, 47 KB) (Sample) - 12/21/06
• Proof of Insurance - 4/1/06
  Proof of Insurance - 4/1/06
• Interconnection Application Form (Form 79-974) (PDF, 158 KB) - 4/1/06
  Interconnection Application Form (Form 79-974) (PDF, 158 KB) - 4/1/06
• Executed Contract of Agreement for Installation
  All Applicants must submit a copy of executed contract for purchase and installation of the system, and/or alternative System Ownership agreement. Copies of executed equipment purchase orders, construction contracts and any other agreements pertaining to this Project must be provided. Agreements must be legally binding and clearly identify the scope of work, terms, price, generating system components to be installed. Agreements must be signed by appropriate parties (Host Customer, Installer, Applicant and/or System Owner)
• Project Cost Breakdown Worksheet (XLS, 41 KB) - 1/27/06
  Project Cost Breakdown Worksheet (XLS, 41 KB) - 1/27/06
• Revised Sizing Calculation (If applicable)
  When applicable, the Applicant must submit a thorough description of any changes that have occurred in the system design effecting size or incentive amount since the initial application submittal. If funding is not available, the Applicant cannot increase the reserved incentive amount regardless of the changes to the proposed generating system.
• Revised Incentive Calculations (XLS, 105 KB) (if applicable) - 12/21/06
  Revised Incentive Calculations (XLS, 105 KB) (if applicable) - 12/21/06
• Revised Waste Heat Emission Worksheet (XLS, 47 KB) (if applicable) - 05/08/07
  Revised Waste Heat Emission Worksheet (XLS, 47 KB) (if applicable) - 05/08/07
• Completed Air Pollution Permit Application (for Level 2 and 3 applications, if applicable)
  Applicants must submit copies of any required air pollution permitting applications, such as a Permit to Operate from the Local Air District.
• Fuel Cleanup Equipment Purchase Order (for Level 2 applications, except wind turbines)
  When applicable, Applicants must submit a purchase order for Renewable Fuel cleanup equipment.
• Renewable Fuel Affidavit (DOC, 46 KB) (for Level 2 applications, except wind turbines) - 12/21/06
  Renewable Fuel Affidavit (DOC, 46 KB) (for Level 2 applications, except wind turbines) - 12/21/06
• Waste Gas Fuel Affidavit (DOC, 45 KB) (for Level 3 waste gas fuel) - 12/21/06
  Waste Gas Fuel Affidavit (DOC, 45 KB) (for Level 3 waste gas fuel) - 12/21/06

Reservation Confirmation and Incentive Claim Form Documents:

• Incentive Claim Form Checklist (PDF, 24 KB) - 12/21/06
  Incentive Claim Form Checklist (PDF, 24 KB) - 12/21/06
• Reservation Confirmation and Incentive Claim Form (PDF, 50 KB) - 10/21/08
  Reservation Confirmation and Incentive Claim Form (PDF, 50 KB) - 10/21/08
• Proof of Authorization to Interconnect
  A copy of the signed letter from their Electric Utility granting the Host Customer and/or System Owner permission to interconnect and operate in parallel with the local grid.
• Final Building Inspection Report
  A copy of the final building inspection report demonstrating that the Project meets all codes and standards of the permitting jurisdiction. Contact your local permitting jurisdiction to learn about permitting requirements.
• Proof of Warranty
  Wind turbine and fuel cell systems must be covered by a minimum five-year warranty. Microturbine, internal combustion engine and gas turbine systems must be covered by a minimum three-year warranty.
• Final Project Cost Breakdown Worksheet (XLS, 41 KB) - 12/21/06
  Final Project Cost Breakdown Worksheet (XLS, 41 KB) - 12/21/06
• Final Project Cost Affidavit (DOC, 59 KB) - 12/21/06
  Final Project Cost Affidavit (DOC, 59 KB) - 12/21/06
• Final Incentive Calculation Worksheet (XLS, 105 KB) - 12/21/06
  Final Incentive Calculation Worksheet (XLS, 105 KB) - 12/21/06
• Substantiation of Load (for new construction or expansion)
  For new construction Projects that submitted a calculated future load, Applicants must submit documentation verifying forecasted load has materialized and can be demonstrated.
• Revised Sizing Calculation (if applicable)
  When applicable, the Applicant must submit a thorough description of any changes that have occurred in the system design effecting size or incentive amount since the initial application submittal. If funding is not available the Applicant cannot increase the reserved incentive amount regardless of the changes to the proposed generating system.
• Revised Waste Heat Emission Worksheet (XLS, 47 KB) (if applicable) - 05/08/07
  Revised Waste Heat Emission Worksheet (XLS, 47 KB) (if applicable) - 05/08/07
• Final Fuel Cleanup Skid Cost Documentation (for Level 2 applications)
  When applicable for Renewable Fuel Projects, Applicants must submit documentation substantiating the fuel cleanup skid cost.
• Final Air Permit Documentation (for Level 2 and 3 applications, if applicable)
  For those technologies that require an air permit, Applicants must submit a copy of the final documentation indicating compliance with all applicable air pollution regulations. Typically, this is a Permit to Operate issued by the local air district.
• Planned Maintenance Coordination Letter (DOC, 200 KB) (Level 3 applications >200 kW) - 12/21/06
  Planned Maintenance Coordination Letter (DOC, 200 KB) (Level 3 applications >200 kW) - 12/21/06
• AQMD or APCD Determination of Onsite Net Emissions Benefit (for Level 3 waste gas fuel)
  For Projects operating on Waste Gas fuel, Applicants must provide a written determination from the local air quality permit authority that operation of the Project will produce an onsite net air emissions benefit.
• Payment Reassignment Form (DOC, 71 KB) - 12/21/06
  Payment Reassignment Form (DOC, 71 KB) - 12/21/06
• 3rd Party Payment Form (DOC, 71 KB) - 12/21/06
  3rd Party Payment Form (DOC, 71 KB) - 12/21/06