Chapter 6-Guidelines for 2009 California Solar Incentive Programs

CHAPTER 6: Reporting Requirements
Under SB 1, local publicly owned electric utilities are required to make available key solar program
information. This information shall be made available, beginning June 1, 2008, to its utility
customers, the California State Legislature, and the Energy Commission.64 This information shall be
made available no later than June 1 of each subsequent year for the duration of the 10‐year
program.
These reporting requirements will provide state officials the information needed to monitor how
these programs are progressing, ensure consistent program design and implementation, and
determine what changes may be needed to effectively meet goals and targets established under
SB 1.
Reporting Requirements Beginning in 2009
For years 2009 and later, the reporting period shall be from January 1 to December 31 of the
prior year. Each POU shall report the following information.
1. Solar program overview and contribution toward goals, including:
a. Outreach and marketing, overview of program administration and activity during
reporting period
b. Problems identified and resolutions or recommended mitigation
c. Opportunities for the year ahead
2. Number of submitted applications, including:
a. Number of applications received
b. Number of EPBI and PBI applications approved and rejected/cancelled
c. Primary reasons for application rejections/cancellations
3. Total incentives awarded, including:
a. Total solar funds collected for the life of the program
b. Total solar incentive expenditures, by category (reserved/awarded, paid, administration,
marketing)
4. The total number of systems installed, including:
a. Breakdown for installations serving newly constructed buildings (Tier I vs. II, if
available) and existing buildings
b. Breakdown by category type, including:
1. Residential

a) Market‐rate housing
b) Affordable housing/low‐income
2. Commercial
3. Nonprofit
4. Government
5. Industrial
6. Agricultural
7. Mixed‐use
5. Amount of added solar capacity installed and expected generation:
a. For PV systems, the solar electric capacity added in kilowatts (kWAC) and the estimated
annual electrical generation in kilowatt hours (kWh)
b. For other solar electric generating systems, the solar electric capacity added in kilowatts
(kWAC), the estimated annual electrical generation in kilowatt hours (kWh), and a
description of the specific technology deployed
6. Program support activities and goals, including:
a. Any training or builder/installer assistance, if available
b. Auditing of installed systems, if available
c. Goals in kilowatts (kWAC) for program duration, if available.
Each local publicly owned electric utility shall submit an electronic version to the Energy
Commission not later than June 1 of each program year. Electronic copies can be sent to