With wildfire season upon us, thousands of homeowners across California will once again be exposed to dangerous weather conditions and power shutoffs. To combat this risk, California regulators have announced that they will direct over 500 million dollars in battery storage incentives to homeowners and businesses at high risk of impact through the Self Generation Incentive Program (SGIP).

In this Installer Guide, we simplify the 2020 SGIP Handbook to help you navigate the application and funding process to fully utilize available incentives. We’ve included practical tips and tools that you’ll need to leverage this opportunity to expand your customer base and help eligible homeowners tap into newly allocated funds.

Installer Guide to Leveraging SGIP Incentives

OVERVIEWSGIP application processWhile the application and funding process may seem complex to start, the following diagram provides the breakdown of steps into distinct phases. Throughout this guide, we will dive into individual steps in further detail to ensure that your customers’ applications are completed with ease.

PHASE 1 - CONCEPT( IE: DAYS)

Eligible homeownerwants to install a system

Homeowner contactsdeveloper

(dealer/installer)

Developer sizesout system

Application submittedby or on

behalf of homeowner Star

t

PHASE 2 - REALIZATION( IE: SEVERAL MONTHS)

Program Administrator approvesapplication and reserves incentive

System procured and installed

PHASE 3 - COMPLETION( IE: WEEKS)

Incentive claimsubmitted by or on behalf

of homeowner

Program Administratormay inspect site

Program Administratorapproves claim

Program Administratorpays incentive to

designated recipient Fini

sh

STEP 2Expand your customer reachNow that you’re a Registered Dealer, identifying and reaching the right group of homeowners who could benefit and qualify for this incentive will be key. To expand your customer reach, ensure that your marketing and advertising activities are targeted to the right audience in the right areas of the state.

Generac's SGIP consumer campaigns have kicked off and are currently live in California. As a Generac PWRpartner, you can rely on our teams to reach the right customers, generate demand and deliver qualified in-home assessments, allowing you to focus on the installations at hand.

Generac campaigns include:• Online website ads• Social media campaigns• Broadcast (national television)• Print advertising

STEP 1Sign up as a registered dealerIn order to manage SGIP applications on behalf of your customers, the first step you must take is to register as an approved installer and create an applicant account. Simply fill out the application form and email it to SGIPGroup@sce.com

You'll need the following supporting documents to register:

Articles of IncorporationCertificate of IncorporationDevelopers operating agreements, orsimilar applicable organizational documentCurrent financial statements

www.selfgenca.com/home/dev_register/

STEP 3 Determine homeowner eligibility The criteria that makes homeowners eligible for the incentive are as follows:

• Customer is located in Tier 2 / 3 HFTD OR has experienced 2 or more discrete PSPS events prior to the date of SGIP application

AND is one of the following:i. Eligible for the SGIP Equity Budget; orii. A Medical Baseline customer; oriii. Has a serious illness or condition that could become

life-threatening if electricity is disconnected; oriv. Relies on electric well pumps for water supplies

STEP 4

Manage homeowners expectationsOnce you’ve identified your customers and ensured that they meet the criteria for eligibility, you must manage and communicate expectations in a way that is clear and easy to understand. It's important to walk your customers through all expected timelines and required documents needed throughout the process. Here is a quick overview of items to cover with them.

Setting Timelines:• Approximately 30 days for Program Administrator to review rebate reservation package

• Approval of rebate reservation or corrections to follow

• Approximately 30 days for Program Administrator to review incentive claim package• Corrections or approval with inspection to follow

• Rebate check issued after inspection or discharge data is approved (within 30 days)

Necessary Documents:• Customer Resiliency Attestation form (answers must be in hours not days)• All documents related to the Proposed Monitoring Plan (PMP) checklist

ia.cpuc.ca.gov/firemap

STEP 5

Apply for fundingOnce you’ve gathered all of the necessary documents from eligible homeowners, the final step will be rebate application and funding. This step is divided in two parts, in order to send in the final application approval and complete the procedure.

TWO-PART FUNDING APPLICATION PROCESS

1. The initial application must include the following depending on which of the qualifiers you are applying for:

• Low Income Homeowners: must submit the previous year tax return via email• Medical Baseline: must be enrolled in medical baseline program

(indicated on utility bill) • Electric Well Pump: must submit photos of well pump/head, connection to house, tank if

available, panel showing pump circuit labeled “well” or “pump”

2. Once the system is installed, the following must be sent for final application approval:• Continuous video from the street to the inverter/battery and panel• Photos of the panel, inverter, and battery (including model numbers)• System design drawings

SGIP installer checklistsHelpful checklists for circling back during important stages to ensure that your applications are on track.

CUSTOMER ELIGIBILITY CRITERIATier 2 or Tier 3 Fire Zone OR 2 PSPS events ANDEligible for the SGIP Equity Budget (or resale restriction or participated in SASH Program) OR;Medical baseline customer OR;Customer has illness that requires electricity for medical equipment OR;Electric well pump for primary water supply

REBATE RESERVATION STAGERecent utility bill - within last 6 months and must include all pages of bill for clarityFully executed installation contract that includes all important detailsCustomer eligibility proof Resiliency Attestation form

INCENTIVE CLAIM STAGESingle Line DiagramFinal Building PermitPTO Letter (Permission to Operate)Customer must be placed on an SGIP Approved Rate Schedule Virtual Inspection - continuous video from street to install

SGIP resources Further resources

SGIP Resources and Documents Webpage

DOWNLOADS:

Developer Registration Form

Attestation Form

Preliminary Monitoring Plan Checklist

Preliminary Monitoring Plan Template

Residential Minimum Operating Efficiency Worksheet

Commercial Minimum Operating Worksheet

Self-Generation Incentive Program Residential Energy Storage Eligibility Affidavit

The PWRcell SGIP Kit simplifies the application process. It includes:

• Spec sheets and certification docs• SGIP Energy Storage Sizing Worksheet

customized for PWRcell Batteries• Project Monitoring Plan template customized

for PWRcell system

Find this and more on the Generac Clean Energy Installer Resources site: www.generac.com/ceinstaller#SGIP

Generac PWRpartner Program, PowerPlay CE & Support ces.sales@generac.com | 1-855-635-5186