1. Sunverge Energy – SGIP Overview
January 2017
April 2017

2. Content Program Status and Overview
Applying for and Receiving Incentives
Benefits with Sunverge Energy

3. Program Overview

4. SGIP Overview – What’s New in 2017
Self-Generation Incentive Program (SGIP) provides financial incentives for the installation of new qualifying technologies that are installed to meet all or a portion of the electric energy needs of a facility. Program policies are influenced by CPUC proceeding R The 2017 SGIP program will open on May 1st with a soft opening on April 10th to begin building applications.
On September 26, 2016 the Governor signed AB 1637, within which the CPUC is directed to double the SGIP budget, effective in 2017 and all future years. This increases the annual budget collection from $83M to $166M statewide.
SGIP sets aside $30.4M budget for energy storage less than 10kW
AB 1637 will provide $19.7M of additional funding for Steps 2-4
Applications for Developers are due by April 1st, 2017: Developer Application
The program will be active through January 1st, 2021 or until incentive funding has been depleted, which ever happens first.
The program lasts for 4 years
Developer Application needs to be submitted ASAP

5. SGIP Overview – What’s New in 2017
Technology-Based Budget Allocations. The majority of the available SGIP incentive dollars (base budget plus AB budget) will be available to advanced energy storage % of the original budget and 10% of the AB 1637 budget are carved out for storage systems under 10kW (residential). The annual budget for residential projects are shown on the following slide.
Energy Storage Incentive Rates and Requirements. Incentives for “residential” systems start at $0.50/Wh and decline to $0.05/Wh per step over 5 budget steps. Energy storage incentives will be awarded based on useable storage capacity (measured in Watt-hours), rather than the previously used capacity-based awards (which were measured in Watts).
CA Supplier Bonus Incentive. Sunverge is presently a listed CA supplier until June 23, The qualification increases the incentive by a factor of 1.2.
Minimum Customer Investment. The minimum customer investment requirement has been eliminated.
Solar ITC Deduction. Concurrently with the elimination of the minimum customer investment, residential system Total Eligible System Cost is no longer impacted when taking advantage of the Solar ITC.
Incentive Budget Eligibility Cap. Each participating project developer will be capped at a total of 20% of the incentive budget on a statewide basis. This replaces the previous 40% cap that applied to equipment manufacturers.
Sunverge is presently a listed CA supplier until June 23, The qualification increases the incentive by a factor of 1.2.
This is a limited time benefit as the requirements for supplier status have changed and Sunverge is unlikely to retain the qualification. Submit an incentive claim prior to June 23, 2017, and the project will qualify for the bonus incentive. Sunverge is actively working to obtain qualification as a CA Supplier post-June 23.

6. New Residential Incentive Levels by Funding Step
Program Step
Incentive
Budget
(Base)
(AB 1637)
Total SGIP Funds for Residential Energy Storage
Units* (Estimate)
Step 1
$0.50/Wh
$6,078,713 $0
1,200
Step 2
$0.45/Wh
$6,692,373
$12,771,086
2,850
Step 3
$0.40/Wh
$6,495,539
$12,574,252
3,200
Step 4
$0.35/Wh
3,600
Step 5
$0.30/Wh
2,000
Total
$30,393,565
$19,683,451
$50,077,016
12,850
Upon program opening, total energy storage incentive funds are divided equally across five steps. Energy storage incentives decline by $.05/Wh between incentive steps, according to the following schedule. If the previous incentive step becomes fully subscribed within 10 calendar days across all Program Administrator territories, the incentive decline to the next step will be $0.10/Wh rather than $0.05/Wh.
To be considered paired with and charging from on-site renewables, energy storage systems must either be claiming the Investment Tax Credit (ITC) or, if not claiming the ITC, charge a minimum of 75% from existing on-site solar.
Total AB1637 Funds: $249,000,000 (reflects doubling of 2008 collection amount of $83 million for each year )
Energy Storage Incentive Allocation (85%) $196,834,500
Residential Energy Storage (10% of Energy Storage Incentive Allocation)
$19,683,451
Volumetric budget now vs. annual in the past SGIP program.
*Average SGIP residential system is 5kW and 10 kWh from statewide data report, does not factor in
CA supplier status because list has not yet been provided by the program.

7. Applying for and Receiving Incentives

8. The Incentive Process
Residential 2-step process: Reservation Request and Incentive Claim
Reservations can be submitted up to 12-months after interconnection

9. How to Apply
All applicants must submit a reservation application via the SGIP portal (
All residential submissions must include the following:
Online Reservation Request Form (RRF)
Refundable application fee equal to 5% of requested SGIP rebate (only mail item)
Equipment specifications
Proof of utility service/load documentation
Preliminary Monitoring Plan (PMP)
Proof of utility service = copy of recent utility bill

10. Reservation Request Form
Energy storage system size
Max kW
Useable kWh
Annual max demand or 12-months of energy (kWh) usage
SGIP Rebate Requested (calculated by SGIP website)
Performance monitoring plan when paired with onsite solar (provided by Sunverge)
Signatures (Applicant, System Owner)
Executed Contract/Agreement for System Installation
Typically takes 15 – 30 days to receive the reservation notification, contingent on submitting all data correctly
Applicant has 12 months from Confirmed Reservation Letter to file the incentive claim form
If a system is paired with onsite solar, a Preliminary Monitoring Plan is required, and this is provided by Sunverge. To be considered paired with and charging from onsite renewables, a system must either be claiming ITC or if not, it must charge a minimum of 75% from onsite solar.

11. Incentive Claim Completed Incentive Claim Form
Proof of Authorization to Interconnect
Project Cost Affidavit and Breakdown Worksheet
Local permitting approval (final permit)
Payment will be made approx. 45 – 60 days after incentive claim is submitted
Incentive Claim Form must be complete, accurate, and signed by all parties (Applicant, Host, System Owner).

12. Important Information
The program explicitly provides incentive only for systems interconnected to the grid and actively charging and discharging to the site for 52 cycles per year. Backup-only systems are excluded from the program.
Once the incentive is received, the system and host customer must abide by the program rules for 10 years or risk legal action by program administrators to recollect the incentives.
Program participants are required to allow program administrators to collect data upon request. Sunverge maintains the data sets and enables customers to provide the data.

13. Benefits with Sunverge

14. Sunverge One Advantages
The Sunverge One:
integrates directly with solar (DC) or can be coupled with an AC solar system.
Monitors and collects detailed load, solar, and storage data ensuring the system is always providing the highest value, best up-time, and all the required SGIP program data needed to validate compliance with program rules.
Product line is pre-approved for participation in CA HERO program, enabling customers to finance their systems using Property Assessed Clean Energy financing.
Rapid transfer of reliability – fastest backup power on the market
Sunverge partners have already secured over $400K of SGIP incentives since the program opened in 2012
Incentives are maximizes for the larger system sizes

15. Sunverge Storage Benefits
Sunverge SGIP Calculator
Incentive = Energy Capacity (Wh) * incentive rate
Incentives for an energy storage system are calculated by multiplying the energy capacity (Wh) of the system by the incentive rate for the appropriate step. In this table, we calculated incentives with the Step 1 incentive.
The incentive also declines based on storage duration. So incentives are reduced as the duration of energy storage increases in relation to the rated capacity according to the schedule: 0-2 hours 100%, Hours %. Greater than 4 hours 25%
Energy storage projects less than 10kW are upfront incentives, and not performance-based incentives. These projects will receive 100% of the incentive in one payment, which is different from larger projects that pay 50% upfront and 50% as a stream of payments over 5 years.
Non-CA Supplier
10 Years
Nameplate (kWh)
Base Incentive ($)
ITC*
Annual Bill Savings**
Reliability
Total
7.77
$3,300
$5,400
$28,000
$2,400
$39,100
11.65
$4,950
$6,000
$31,000
$3,000
$44,950
15.54
$6,300
$6,600
$33,000
$3,600
$49,500
19.42
$7,130
$7,200
$35,000
$4,200
$53,530
*Solar ITC value based paired installation of solar and storage, Sunverge One MSRP and approximate installation costs
**Annual bill savings are representative from the combination of 6kW of solar and storage averaged across all CA IOUs. Actual savings may vary.

16. Questions Sunverge Products, Features, and System Information
Jeff Dasovich
Sunverge SGIP Documentation
Jen Moore
General SGIP Questions – Program Admins