Contact us at any time to learn more about the ADR Program and request an preliminary assessment to see if your facility is a good fit for ADR incentives. You can email us at firstname.lastname@example.org or call us at (855) 866 – 2205.
Step 1 – Project Screening and Enrollment
Step 2 – Facility Audit and Project Review
Step 3 – Reserve Incentives
Step 4 – Project Inspection and Enroll in DR Program
Step 5 – Incentive Payment
Step 6 – Participate in DR Events
Items brown below represent documents or forms that the Customer or Customer’s vendor submits to the ADR Program Team. For an overview of the ADR Program application processes, you might also find ADR Forms Checklist to be helpful.
Step 1 – Project Screening and Enrollment:
There is no obligation at this stage. We are happy to assist you with this process, please email or call us and we will walk you through it step-by-step!
To assess eligibility and estimate potential for project incentives,
- Customer usage information. You can authorize ADR Program Team to receive your facility energy data online by logging on to PG&E’s My Energy Account. ShareMyData instructions
- Alternatively, you can complete and return the Customer Information Service Request Form.
- Refer to ADR Program Forms section of the Forms and Resources page for the most recent PG&E ADR Program Application
Step 2 – Facility Audit and Project Review:
There is still no obligation at this step! The facility audit (conducted onsite and/or remotely) and audit report can also be completed by your vendor. If you are not working with a vendor, the ADR Program Team is available to assist with conducting the audit and completing the audit report.
Guidelines for the audit report document, and minimum information required, can be found here:
- For standard application, refer to ADR Application Information Requirements section of the Forms and Resources page and contact the ADR Team
After the audit report or project proposal is submitted, it is reviewed by the ADR Program Team. The ADR Program Team may request additional clarifying information and data during the audit review. The ADR Program Team may adjust the kW load shed based on the additional data collected.
Step 3 – Reserve Incentives:
You review the ADR Technical Team’s calculated kW load shed, and eligible program incentives. You email your ADR Program Lead confirming which measures you want to move forward with.
PG&E reviews the application package, reserves the incentives, and assigns an application number to your project. Once you receive an email confirmation of project approval from the ADR Program Team, you can begin installation of the ADR equipment.
Step 4 – Project Inspection and Enroll in DR Program:
To confirm the ADR project is installed and commissioned, you or your vendor submits the following additional items:
- Customer submits Itemized invoices. The Invoice Checklist, and a Sample Invoice provides guidelines on acceptable invoices. Please itemize costs above $5,000
- Vendor completes the ADR Installation Form
- Vendor enables the system to receive ADR signals from PG&E’s SEELoad server. See SEELoad Connection Guide
Next, 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 two to four hours. The ADR Team completes an Inspection and Verification Report.
At this time you will also need to finalize your DR program enrollment. Review eligible DR programs at our DR Programs page.
Step 5 – Incentive Payment:
The ADR Team provides the Installation and Verification Report to PG&E. PG&E authorizes and issues the incentive payment following approval of the Report, and the ADR Team delivers the payment to you.
Step 6 – Participate in DR Events:
Participate in each event of your respective DR Program for five years for standard applications and 3 years for FastTrack applications.
Continue to shed load automatically following project installation and continue to receive ongoing incentives through the enrolled DR Program.