For an overview of the standard ADR Program application process, refer to the following document:
The following is a step-by-step of the ADR Program application process:
Step 1 – Project Screening and Enrollment
Step 2 – Facility Audit
Step 3 – Incentive Reservation
Step 4 – Project Inspection
Step 5 – First Incentive Payment
Step 6 – Participation in DR Season
Step 7 – Second Incentive Payment
Step 1 – Project Screening and Enrollment:
To confirm eligibility and estimate potential for project incentives, please log on to PG&E’s My Energy Account online to authorize us to receive your customer usage information. Instructions for how to do can be accessed here.
Alternatively, you can email the following form to email@example.com:
- Authorization to Receive Customer Information Form(Instructions and example on how to fill out the form can be accessed here)
To place your project in the queue to be processed, please email the following form to firstname.lastname@example.org:
Step 2 – Facility Audit:
The facility audit (conducted onsite and/or remotely) and audit report are normally completed by your vendor. If you are not working with a vendor, the ADR Team is available to assist with conducting the audit and completing the audit report. (Note: The project will maintain its place in line as long as the audit report is submitted within two weeks of the Program Application.) There is still no obligation at this stage.
Guidelines for the audit report document, and minimum information required, can be found here:
- For standard application
- For retail and office facilities under 499 kW peak demand
After the audit report is submitted, it is reviewed by the ADR Technical Team consisting of Energy Solutions and ASWB Engineering. The ADR Technical Team may request additional clarifying information and data to assist in the review of the standard application audit report. Following the review, the ADR Technical Team may adjust the kW load shed in the standard application audit report, based on the additional data collected. For the FastTrack Calculation Form, no adjustments are required, since the load shed strategies are prescribed and kW load shed estimates are pre-approved by ADR Technical Team.
Step 3 – Incentive Reservation:
You review the approved audit report that incorporates ADR Technical Team’s findings, the modified (if applicable) kW load shed, and estimated program incentives. If you decide to implement one or more of the measures proposed in the report, you provide an email confirming which measures you want to move forward with and acknowledging the kW and incentive values available.
PG&E reviews the application information and approves the project, which reserves the incentive funding. You will receive an email confirmation of this approval from the ADR Team and can begin installation of the DR measures.
Step 4 – Project Inspection:
You or your vendor submits the items listed below to confirm their project is installed and commissioned.
- Itemized invoice. The level of detail required is outlined in the Invoice Checklist, and a Sample Invoice is available for reference. Costs above $5,000 should include itemized details.
- Vendor completes the PGE ADR Installation Form
- ADR Team completes the ADR Verification Report
Once commissioning is complete and installed equipment is operational, an ADR Team member schedules an inspection with the Participant and facility site manager at a time convenient for the Participant. The entire inspection typically takes one to three hours. The ADR Team completes an Installation and Verification Report.
Step 5 – First Incentive Payment (60% of Total Incentive):
The ADR Team provides the Installation and Verification Report to PG&E. PG&E authorizes and issues the first incentive payment following approval of the Report, and the ADR Team delivers the payment to you.
Step 6 – Participation During DR Season:
Participate in each event of their respective DR Program for one full DR season. For example, if Step 6 is completed in July of 2017, you will wait for the second incentive payment until July of 2018.
Step 7 – Second Incentive Payment (up to 40% of Total Incentive):
The ADR Team calculates the average kW reduction achieved, averaged across every hour of DR events called, for all events called in the season. The calculated performance for the second payment thus includes any DR events for which Participants decided to opt out during the season. The customer must have on average shed 60% of the approved kW to be eligible for the final 40% payment, then the payment is prorated based on the actual performance over the previous DR Season.
Continue to shed load automatically for at least three years following project installation and continues to receive ongoing incentives through their enrolled DR Program.