2009 SGIP Handbook and Forms
These forms should be used by anyone applying to the SGIP in 2009. Please note that solar incentives are under the California Solar Initiative (CSI).
Handbook and Process Overview
2009 Self-Generation Incentive Program Handbook (PDF, 513 KB) - 05/18/09
Application Process Overview (PDF, 45 KB) - 03/02/09
2009 Reservation Request Application Form and Checklist (XLS, 97 KB) - 05/18/09
- 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.
- 12-month Electric Load Documentation
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 applications must include a copy of the previous 12-months of energy consumption including maximum demand and/or kWh consumption. If the system is new or expanded construction, as per Section 2.5.6.4, provide proof of projected load that will satisfy the proposed generation system including but not limited to a document that details the building systems electrical load, hours of use for the indicated building systems, and the total projected kWh consumption per year.
- Proof of Adequate Renewable Fuel Resource (for Level 2 applications, except wind turbines)
When applicable, applications must include an engineering survey or study confirming the on-site Renewable Fuel (i.e., adequate flow rate) and the generating system’s average capacity during the term of the Project’s required warranty/maintenance period.
Waste Heat Emission Worksheet (XLS, 34 KB) (for Level 3 applications) – 03/02/09
Residential Waste Heat Emissions Worksheet (XLS, 563 KB) (For Level 3 residential applications) - 7/10/09
Project Advancement Milestone Documents
Proof of Project Milestone Checklist (DOC, 81 KB) - 03/02/09
- Copy of RFP for Public Entities
Public Entities must submit a copy of Request for Proposals (RFP), Notice to Invite Bids, or similar solicitation issued for the installation, lease and/or purchase for systems proposed for the SGIP. The RFP must include sufficient project details such as the scope of work, schedule, terms, budget, and/or generating system components desired. For Public Entities not issuing an RFP, alternative documentation such as an executed letter of intent to engage with a contractor on the Host Customer letterhead, an executed contract/agreement for system installation/lease, an equipment purchase order, or alternate system ownership agreement must instead be submitted within 60 calendar days of the date the Conditional Reservation Letter.
- Copy of Executed Contract or Agreement for Installation
All SGIP program participants must include, with their Proof of Project Milestone package, a copy of their executed contract for purchase and installation of the system, and/or alternative System Ownership agreement (such as a Power Purchase Agreement). The contract/agreements must be legally binding and clearly spell out the scope of work (quantity of panels/inverters, panel type, inverter type, etc.), terms, total eligible system price, and warranty. All agreements must be signed by appropriate representatives (Host Customer, Installer, and/or System Owner) who are a party to the agreements and the SGIP reservation.
Revised Waste Heat Emission Worksheet (XLS, 34 KB) (if applicable) - 03/02/09
Renewable Fuel Affidavit (DOC, 53 KB) (for Level 2 applications, except wind turbines) - 03/02/09
Incentive Claim Form and Checklist (XLS, 92 KB) – 05/18/09
Final Project Cost Breakdown Worksheet (XLS, 36 KB) – 03/02/09
Final Project Cost Affidavit (DOC, 66 KB) - 03/02/09
- 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.
- Substantiation of Renewable Fuel Source
For Projects where the Host Customer, Applicant or System Owner provided Renewable Fuel resource estimates, applications must include documentation demonstrating that the Renewable Fuel resource has materialized.
- 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, 34 KB) (if applicable) - 03/02/09
- Final Fuel Cleanup Skid Cost Documentation (Renewable Fuel Cells)
When applicable for Renewable Fuel Projects, Applicants must submit documentation substantiating the fuel cleanup skid cost.
- Final Air Permit Documentation (Fuel Cells)
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.