Modesto Irrigation District

Solar Photovoltaic Program Handbook

Revised August 2013

Table of Contents
Overview........................................................................... 1
MID Incentives ................................................................................ 1

MID Incentive Program Details ......................................... 2
Requirements .................................................................................. 3 Other Funding and/or Incentives ........................................................ 9 Reservation Approval Process ............................................................ 9 System Completion ......................................................................... 11 Solar PV Incentive Program Flow Chart .............................................. 12 Renewable Energy Credits/Certificates ............................................... 15

Leased, Rented or PPA PV Systems ................................. 15
Requirements ................................................................................. 15 PV System Approval for Leased or PPA Systems .................................. 18 Renewable Energy Credits/Certificates ............................................... 18

Application Package Requirements for PV Systems ........ 19 Grid Interconnection ....................................................... 19 Electrical Interconnection and Net Metering Agreements 20 Solar Panel Place Cards................................................... 21 Interconnection Diagrams .............................................. 22 Third-Party Field Verification & Diagnostic Testing ......... 25
Field Verification Visual Inspection ..................................................... 25 Accounting for Actual Shading ........................................................... 28 Verification of System Performance.................................................... 29

Overview
Solar Photovoltaic (PV) systems are available for most Modesto Irrigation District’s (MID) electric customers. PV systems may be obtained by purchase or may be leased or rented. Power purchase agreements may also be available. MID offers incentive to customers who purchase a PV system. Leased, rented and PPA systems are not eligible for MID incentive programs.

MID Incentives
The MID Solar PV Incentive Programs provide financial incentives for the installation of grid-interconnected eligible solar PV systems. This handbook describes the requirements to receive incentives for qualified installations within Modesto Irrigation District’s electric service territory. The goal of this program is to support the growth and sustainability of the solar industry in California. MID’s goals include the addition of 30 megawatt (MW) of new PV generation capacity between 2007 & 2017. Along with the renewable energy generation component, this program leverages the effectiveness of energy efficiency measures. MID must be notified of all solar PV installations and /or modifications prior to installation. The MID Solar PV Rebate program may be periodically evaluated and modified to ensure progress towards program goals. The evaluation may include:  Comparing the expected energy performance of systems to the actual output  Determining the cost-benefit profile of systems  Assessing overall program progress towards meeting the installed capacity targets In addition, an evaluation could include investigating risks to long-term achievement of expected performance levels, such as the effects of unforeseen shading or poor system maintenance, and identifying potential actions that would reduce those risks. Funding for the program is provided by Modesto Irrigation District ratepayers in accordance with the eligibility requirements established under SB1. Systems less than 1 kWAC-CSI and systems greater than 1,000 kWAC-CSI do not qualify for the MID Solar PV Incentive Program.

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Two incentive types are offered:  Systems 1 kWAC-CSI ― 30 kWAC-CSI: One-time Expected PerformanceBased Incentive (EPBI) available to all MID metered electric customers.  Systems over 30 kWAC-CSI ― 1,000 kWAC-CSI: Annual incentives are paid per actual metered kilowatt-hour (kWh) of energy generated. The Performance-Based Incentive (PBI) is available for existing MID commercial, agricultural or industrial electric customers. This program is not applicable to new construction. In order to receive an incentive payment from Modesto Irrigation District, the system must have an approved reservation prior to system interconnection. Any system that has been interconnected prior to receiving a reservation confirmation is ineligible for incentive payments. Incentive payments are made to the customer / property owner and are not transferable to new owners, contractors or other third parties. Funding is available on a first-come, first-served basis for applicants who submit complete and accurate applications. Reservations are limited to one Solar PV system per service annually (August 1 to July 31). Applicants will not be allowed to submit multiple reservation applications for the same residential dwelling unit, building or premise.

MID Incentive Program Details
MID’s Solar PV Incentive Programs are part of a comprehensive statewide solar program created by Senate Bill 1. Senate Bill 1 (SB1) establishes three goals:  To install 3,000 megawatts (MW) of distributed solar PV capacity in California by the end of 2016  To establish a self-sufficient solar industry in which solar energy systems are a viable mainstream option in 10 years  To place solar energy systems on 50% of new homes in 13 years The MID Solar PV Incentive Programs provide incentives for residential and nonresidential customers for both new and existing structures. For all projects, energy efficiency, the expected performance of the system, as well as the design and installation of the system, will determine the incentive amount. For systems 1 kWAC-CSI ― 30 kWAC-CSI, the EPBI is paid once the system is installed, operational and has met all program requirements. The incentive amount is based on the CSI calculation worksheet (www.csi-epbb.com). Systems approved after July 20, 2009 are subject to a maximum incentive of 50% of eligible project cost.

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For all larger systems, over 30 kWAC-CSI (up to 1,000 kWAC-CSI), the incentives are based upon actual production once the system is installed, operational and has met all program requirements. Incentive rate changes do not apply to reserved systems. This is to ensure proper funding for all installed systems.

PBI incentives are paid as follows:  System approved after July 31, 2012 – Incentive term is up to 5 annual incentive payments for kWh generation may be issued (accrued incentives cannot exceed 50% of eligible project costs).  System approved after July 20, 2009 - Incentive term is up to 10 annual incentive payments for kWh generation may be issued (accrued incentives cannot exceed 50% of eligible project costs).  System prior to July 20, 2009 - Incentive term is 10 annual incentive payments for kWh generation. A project may receive either EPBI or PBI, but not both.

Requirements
The solar PV system must be installed and verified as specified in this handbook. MID reserves the right to periodically review and make changes to rebate qualification standards and to determine final program eligibility. To qualify for an incentive, both the building and the installed PV system must meet the following program requirements included in this handbook.

Eligibility
The electrical service for the building must receive retail electricity distribution service at the site of installation from Modesto Irrigation District.  Applicant must be in good financial standing with MID.  Landlords may apply for MID solar rebates if they and the tenant (MID customer of record) are in good financial standing with MID. The customer of record will receive all net metering and excess generation benefits. The landlord (purchaser) of the PV system will receive the MID incentive.  Solar PV systems where MID has built an electrical line extension (MID Rule 15) to serve a new load within the last three years are not eligible for Solar PV rebates.  Systems must be owned by the Modesto Irrigation District’s customer. Leased and/or performance based projects, power purchase agreements and non-owned systems are NOT eligible for an incentive.  Eligible PV systems must be installed on the property that is owned by the MID Customer of Record.

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Qualifying manufactured mobile or modular homes must demonstrate permanency by being installed on a foundation with a reasonable expected life span of 20 years and where the home and the property are owned by the MID customer of record.

Reservation Requests
MID will only accept the most current version of the Solar PV Rebate Reservation Request Form/Program Contract. See www.mid.org to assure your application is the most current version. Applicants are strongly encouraged to keep copies of all applications and supporting documentation submitted to Modesto Irrigation District or its agents. Systems installed prior to receiving a reservation approval letter and/or submitting Net Metering and Electrical Interconnection Agreement applications are ineligible for incentives. All changes to Reservation Request must be submitted on a new Solar PV Rebate Reservation Request Form/Program Contract including supporting documentation. See PV System Modification below. Modifications that increase the system size are not allowed for systems sized in excess of 30kWAC-CSI. Projected MID incentives should not be itemized in the project cost. documentation must be legible. All

Incentive Rate
Incentive rate is determined by the system size and the Reservation Request approval date.

Incomplete Reservation Package
Incomplete Solar PV packages may not be accepted and may be returned to the customer. If an application is found to require clarification, the Program Coordinator may request additional information. Applicants have 20 calendar days to respond to the clarification request with the necessary information. If after 20 calendar days the Applicant has not submitted the requested information, the application may be canceled. Resubmitted application packages will be treated as new applications (i.e., all required documents must be resubmitted) and processed in sequence along with other new applications.

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System Size
   System size is determined by the Go Solar California EPBB Calculator (www.csi-epbb.com). The solar PV system must have a minimum capacity rating of 1 kWAC-CSI. Maximum system & maximum PV Rebate program PV size per customer not to exceed 1 MWAC-CSI. Customer is determined by MID Account Number, MID Meter Number and Federal Tax Identification Number(s). Maximum system size for incentive cannot exceed 100% of current 2year average annual electric usage or MID calculation of annual energy for new construction projects. Reservation Requests for service(s) with existing PV system(s) will include generation history when calculating system size limitations In the case of existing loads, Customer Electrical Needs are defined as 24-month annual average billing usage (history). If 24-month usage history is not available, MID may determine system a reasonable usage history for the purpose of system sizing For new loads, Customer Electrical Needs (annual kWh) are determined by MID using Title 24 information, Energy Simulation software, or other like customer usage.

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MID reserves the right to determine maximum system size eligible for incentive. MID will not provide incentives for oversized systems. Installation Premises with multiple electric meters will be limited to one PV system per meter. MID will not increase transformer/service capacity to facilitate PV generation under this program. The solar PV system must be interconnected to the utility distribution grid and generate electricity to offset the end-use consumer’s on-site electrical load. The solar PV system must be located on the same premises of the enduse consumer where the consumer’s own electrical demand is located. Where multiple PV systems are installed, separate monitoring systems must be maintained for each installation. Eligible PV systems must be permanently mounted and not to a mobile structure. In addition, the building permit for the solar system must be approved by the building code enforcement agency before any incentive payment is made. Systems must be installed in conformance with the manufacturer’s specifications and all applicable electrical and building codes and standards. All systems must be inspected by a certified contractor (written verification required for system approval).

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Solar installers must have an active “A” or “C-10” license to install solar PV system 20kW CEC-AC or greater. Acceptable licenses for all other systems include active “A”, “C-10”,”B”, or “C-46”. Systems must be installed by an appropriately licensed contractor, in accordance with rules and regulations adopted by the California Contractors State License Board. MID requires the installation of MID performance (generation) meter measuring the alternating current output of the PV system.

PV System
 The solar PV system must use new certified components that have not been previously placed in service and are on the Energy Commission’s list of eligible equipment. All systems must have a minimum 10-year warranty provided in combination by the manufacturer and installer to protect against defective workmanship, system or component breakdown or degradation in electrical output of more than 10% from the originally rated electrical output during the 10-year period. The warranty must cover the solar generating system, including PV modules (panels), inverters, and trackers, and provide for no-cost repair or replacement of the system or system components, including any associated labor during the warranty period. The solar PV system is intended to stay in place for a minimum of 20 years. Sale and/or transfer of energy output to third parties is prohibited. Eligible PV systems must be permanently mounted and not to a mobile structure. In addition, the building permit for the solar system must be approved by the building code enforcement agency before any incentive payment is made.

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New Construction
New residential and non-residential buildings must achieve energy efficiency levels substantially greater than the requirements of the current Building Energy Efficiency Standards Title 24, Part 6, also known as “Title 24” + 15% Modesto Irrigation District places great importance on ensuring that buildings, which qualify for an incentive under the Program, are as energy efficient as possible. Existing buildings must also attend to energy efficiency. The minimal energy efficiency requirements include an energy audit or proof of Title 24 compliance, efficiency upgrades, and potential commitments to enact the upgrades. For large Non-residential projects, retro-commissioning may also be required. For all new construction projects, including gut and rehabs, homes and businesses installing solar, MID will not set the solar PV generation meter (thus allowing credit for solar generation) until the home or building demonstrate normal occupancy and operation.

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Applicants are strongly encouraged to contact Modesto Irrigation District to inquire about new construction energy efficiency rebates.

PV System Modification
The installation of additional panels without MID approval is prohibited. MID reserves the right to inspect and verify all interconnected systems at any time. Failure to notify MID of PV system modification(s) may terminate participation in the MID Solar PV Incentive Program. MID must be notified of all solar PV installations and /or modifications prior to installation. All modification requests require the following:  A new Interconnection Agreement may be required  A new Net Metering Agreement may be required  Revised or additional Reservation Request Form (MID approval required).  Updated/revised documentation must be submitted, including updated CSI evaluation(s), contract, line-item diagram, site plan etc.).

System Sized up to 30kWAC-CSI
Systems may be modified prior to installation and are subject to MID approval. If the modification results in an increase in the PV system size (kWAC-CSI), the incremental amount may be approved at the current incentive rate. A system modification approval letter stating the incentive amount(s) will be sent to the customer and contractor. Systems modified without MID approval may not be eligible for incentive. The customer may submit a Reservation Request Form for an additional system/panel(s) after the existing system has been operational for 12 months. The new panels may be connected to the existing inverter and/or generation meter.

System Sized Over 30kWAC-CSI
Systems may be modified prior to installation and are subject to MID approval. Modifications that increase the system size are not allowed for systems sized in excess of 30 kWAC-CSI. Systems modified without MID approval may not be eligible for incentive. The customer may submit a Reservation Request Form for an additional system after the existing system has been operational for 12 months. The new PV system is subject to MID approval and must include the following:  A separate inverter for each PV system  A separate generation meter for each PV system

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Energy Efficiency
All existing buildings are required to conduct energy efficiency audits and document any energy efficiency measures installed or to be installed at a later date. The energy efficiency requirements for existing buildings are shown below: The acceptable energy audit protocol consists of one or more of the following:  On-line audit (residential only)  On-site audit provided by Modesto Irrigation District (required for all nonresidential services).  Energy audit report summary completed during the past three years by Home Energy Rating Summary (HERS) from a certified HERS rater.  Proof of Title 24 energy efficiency compliance within the past three years. In addition to the Energy Audit, customer must identify the type of energy assessment tool or service used and which, if any, energy efficiency improvements will be taken. If the improvements are to be installed after the installation of the solar system, the customer shall disclose the date the measures are expected to be installed.

Eligible Project Costs
Only those portions of a solar PV generating system that convert the energy source to electricity and the related power conditioning and control systems are eligible to be covered by the MID Solar PV Incentive Program. (All final project invoices must be itemized as a condition of the incentive). Eligible costs include:  Installation costs including any applicable license fees, permit fees and sales taxes  Engineering costs and design, not to exceed 10% of total system cost  The following specific components and equipment: The photovoltaic cells, modules, mounting or tracking structures, wiring, inverters, performance meters, foundation (for free-standing system) and utility-required interconnection equipment.

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Ineligible costs include:  Equipment for storage of the electricity produced (such as batteries)  Cost of capital  Cost of tools  Tree trimming or other landscaping costs  Roofing, re-roofing, roof repairs or reinforcement  Relocating vent pipes, HVAC or other equipment  New structures or reinforcement of existing structures for fixed array PV systems, with the exception of the racking and mounting components necessary for tilt or securing of the PV panels, with the sole purpose to elevate the arrays, or to serve as a multi-function structure such as covered parking.

Other Funding and/or Incentives
Funding and/or incentives received from sources other than the MID Solar PV Program that lowers the cost of the PV system may affect the incentive amount applicants receive. If incentives are from other utility incentive programs and/or grants, a State of California sponsored incentive program, or a federal government sponsored incentive program (other than tax credits). These incentives will be deducted eligible project cost as it relates to the MID criteria and the maximum accrued rebate will not exceed 50% of net Project Costs. Failure to notify MID of other funding, grants or incentives will would the Reservation Request and require the reimbursement of all incentives paid to date. Applicants are required to inform the District of any other incentives for which they have applied and/or may receive.

Reservation Approval Process
This section describes the process required to reserve funding from the Modesto Irrigation District Rebate program. A rebate acceptance letter provides assurance that reserved funds will be available when a request for payment is made. Once the system owner has decided to install a solar system and has an executed contract with their system installer, the Reservation Application Package is submitted in the first step of the application process. Once the reservation request is approved, the Program Coordinator will issue an acceptance letter confirming the incentive amount and reservation expiration date. The system must be purchased, installed, and put into operation by the Reservation Expiration Date.

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Expiration dates:  Systems up to 30 kWAC-CSI – 120 calendar day reservation period  Systems greater than 30 kWAC-CSI – 270 calendar day reservation period Program reservations will be strictly enforced. PV systems must be purchased, installed and operational, within the reservation period and must be in compliance with all MID PV Program guidelines. Systems installed without reservation approval are ineligible for incentives. The Program Coordinator may request documents that reflect a commitment to timely construction including:  Grading Permit – if relevant  Building Permit  Single line PV system diagram  Construction schedule for projects greater than 30 kW

Where to Send Application Package
To submit application package, please send to the following: Modesto Irrigation District Attn: Solar Program Coordinator 1231 11th St P.O. Box 4060 Modesto, CA 95352-4060

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System Completion
Solar PV Incentive Claim Form (System Size 30kWAC-CSI or Less)
The Solar PV Incentive Claim Form(s) must be completed and submitted prior to the reservation expiration date.  Projected MID incentives should not be itemized in the project cost. All documentation must be legible.  MID requires final, itemized PV project invoice(s) and all required documentation be submitted to MID immediately upon project completion (Project is completed upon interconnection with MID electric grid).  The approved final inspection permit (city or county) must be dated on or before the expiration date of the reservation.  Subject to MID field verification.  If invoice(s) and/or required documentation are not received as detailed above, the Applicant will be required to submit a new Reservation Request at the current incentive rate.

Solar PV System Completion Form (System Size Over 30kWAC-CSI)
The Solar PV System Completion Form must be completed and submitted prior to the reservation expiration date.  Projected MID incentives should not be itemized in the project cost. All documentation must be legible.  MID requires final, itemized PV project invoice(s) and all required documentation be submitted to MID within 45 days of project completion (Project is completed upon interconnection with MID electric grid). ▪ If documentation is not received within 45 days, MID will not begin accruing generation output for incentive payment until invoices and/or documentation is received.  The approved final inspection permit (city or county) must be dated on or before the expiration date of the reservation.  Subject to MID field verification.  Incentives are paid annually until incentive term expires or maximum accrued incentive is reached (whichever comes first).

Note to contractors: Contractors with the required licensing are encouraged to participate in MID rebate programs. If information on application or supporting documentation includes misleading or fraudulent data, the rebate may be denied and the contractor may not be allowed to participate in MID rebate programs.

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Solar PV Incentive Program Flow Chart

Note: Effective Jan 1, 2011, the 6-month incentive for PBI Projects is no longer available.

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Incentive Change
Typically, the MID makes annual modification(s) to the PV Rebate Programs, but MID also reserves the right to update the MID website with solar program periodically. MID recommends interested parties periodically review the MID website for current incentive levels listed on MID’s website (www.MID.org). The MID Solar PV program makes annual adjustments to the incentive amount(s). Adjustments are effective on August 1st of each year. Incentive changes are approved by the MID Board of Directors prior to the effective date. Senate Bill-1 (SB-1) requires that MID reduces the solar rebate by at least 7% annually. Qualifying projects must be approved by MID with a rebate reservation letter on or prior to July 31st to secure the current rebate level. Once the Reservation has been approved, all program incentives and requirements in effect on the approval date of the applications will be in effect for the term of the reservation period.

Expected Performance-Based Incentive Calculation
The Program provides an incentive based on the expected performance (i.e., expected annual generated electricity), of a PV system installed in a specific location. The EPBI is determined by analysis using the www.csi-epbb.com tool. The analysis accounts for the tested and certified performance of the specific module and inverter, the mounting type and cell temperature, the orientation and tilt of the modules, and the extent to which the system is shaded. The PV calculator accounts for these parameters that are under the control of the installer, as well as the solar and climatic conditions for the locale of the building to determine the estimated performance over a year. The kilowatthour (kWh) production of an applicant system is compared to the kWh production of a reference system. The calculator establishes a performance ratio between the reference system and the proposed system. This ratio is known as the Design Factor. The maximum design factor for EPBI is 100%. The calculator uses the reference system shown in the following table:
Reference PV System & Installation
Parameters Location Azimuth Tilt Shading Default Efficiency Reference System & Installation See EPBB User Guide (www.csi-epbb.com) 180° (South orientation) 17° None Setting to account for dirt, dust and mismatched wiring can be found on the PV User Guide at www.csi-epbb.com

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Field Verification
The Applicant’s project will be field verified by a Modesto Irrigation District representative. Incentive payments adjusted depending equipment indicated equipment observed are contingent on the field inspection visit and may be on the results of the field inspection. In all cases, the in the Solar PV Request for Payment form must match the during the field verification process.

MID provides for some tolerances in system design as follows: Inspection Results
Results within set tolerance: Tilt ±5°, Azimuth ±5°, Shading ±5% of summer shading Results outside set tolerance, but within 5% of submitted incentive

PA Action
Accepts submitted EPBB Calculator and initiates payment as normal Recalculate Incentive based on inspected EPBB calculator results. If new incentive is within 5% of submitted incentive, then notify Applicant of a new incentive amount change. Recalculate Incentive based on inspected EPBB calculator results. If new incentive is not within 5% of submitted incentive, then notify Applicant of a new incentive amount change and issue a Failure.

Applicant Action
No Action Necessary Applicant accepts the incentive amount change or disputes with PA for resolution Applicant accepts the incentive amount change or disputes with PA for resolution

Failure
No

No

Results outside set tolerance and not within 5% of submitted Incentive.

Yes

If a system fails a field inspection, the Program Coordinator will notify the Purchaser with the reasons for the field inspection failure. Once notified, the Purchaser will either accept the failure and change in the incentive amount or dispute the inspection results. If the failure is not corrected within 60 days, the project will be cancelled and the incentive forfeited. The Program Coordinators will exercise their judgment in assessing fraud, which can occur due to gross negligence or intentional submission of inaccurate system information in an attempt to collect more incentive dollars. The responsible party will be immediately prohibited from participating in the program.

Cost Verification
Modesto Irrigation District reserves the right to conduct spot checks to verify that payments were made as identified in the final invoices or agreements provided by equipment sellers and/or installers. As part of these spot checks, Modesto Irrigation District may require applicants to submit copies of cancelled checks, credit card statements, or equivalent documentation to substantiate payments made to the equipment seller and/or installer. (When submitting this

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documentation, applicants are encouraged to remove their personal account numbers or other sensitive information identified in the documentation.)

Renewable Energy Credits/Certificates
As a condition of MID system incentives, customer agrees that MID retains all rights and ownership to “renewable energy credits” (RECs) or certificates for greenhouse gas emissions and other future “renewable” and/or “environmental” credits or certificates for as long as the PV system is interconnected to the MID distribution system. MID may trade and/or utilize these credits as deemed necessary and valuable for the benefit of all MID ratepayers.

Leased, Rented or PPA PV Systems
Customers entering into agreements with contractors / vendors for leased rented or PPA PV systems are not covered under Senate Bill 1. Customers must submit a Approval for Leased, Rented and PPA Systems application and are subject to MID Energy Services and Engineering Departments approval.

Requirements
The solar PV system must be installed and verified as specified in this handbook. MID reserves the right to periodically review and make changes to rebate qualification standards and to determine final interconnection eligibility. To qualify for interconnection, both the building and the installed PV system must meet the following program requirements included in this handbook.

Eligibility
The electrical service for the building must receive retail electricity distribution service at the site of installation from Modesto Irrigation District.  Solar PV systems where MID has built an electrical line extension (MID Rule 15) to serve a new load within the last three years are not eligible for Solar PV interconnection.  PV systems must be installed on the property that is owned by the MID Customer of Record.

System Size
   System size is determined by the Go Solar California EPBB Calculator (www.csi-epbb.com). The solar PV system must have a minimum capacity rating of 1 kWAC-CSI. Maximum system per customer not to exceed 1 MWAC-CSI. Customer is determined by MID Account Number, MID Meter Number and Federal Tax Identification Number(s). MID reserves the right to determine maximum system size.

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Installation
 Premises with multiple electric meters will be limited to one PV system per meter. MID will not increase transformer/service capacity to facilitate PV generation under this program. The solar PV system must be interconnected to the utility distribution grid and generate electricity to offset the end-use consumer’s on-site electrical load. The solar PV system must be located on the same premises of the enduse consumer where the consumer’s own electrical demand is located. Where multiple PV systems are installed, separate monitoring systems must be maintained for each installation. Eligible PV systems must be permanently mounted and not to a mobile structure. In addition, the building permit for the solar system must be approved by the building code enforcement. Systems must be installed in conformance with the manufacturer’s specifications and all applicable electrical and building codes and standards. All systems must be inspected by a certified contractor (written verification required for system approval). Solar installers must have an active “A” or “C-10” license to install solar PV system 20kW CEC-AC or greater. Acceptable licenses for all other systems include active “A”, “C-10”,”B”, or “C-46”. Systems must be installed by an appropriately licensed contractor, in accordance with rules and regulations adopted by the California Contractors State License Board. MID requires the installation of MID performance (generation) meter measuring the alternating current output of the PV system.

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PV System Modification
The installation of additional panels without MID approval is prohibited. MID reserves the right to inspect and verify all interconnected systems at any time. Failure to notify MID of PV system modification(s) may terminate participation in the MID Solar PV Incentive Program. MID must be notified of all solar PV installations and /or modifications prior to installation. All modification requests require the following:  A new Interconnection Agreement may be required  A new Net Metering Agreement may be required  System Approval for Leased and PPA Systems (MID approval required).  Updated/revised documentation must be submitted, including updated CSI evaluation(s), contract, line-item diagram, site plan etc.).

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Solar PV System Completion for Leased or PPA System
The approved final inspection permit (city or county) must be made available to MID personnel, prior to interconnection. Subject to MID field verification.

Field Verification
The project will be field verified by a Modesto Irrigation District representative. Interconnection is contingent on the field inspection visit and may be adjusted depending on the results of the field inspection. In all cases, the equipment indicated in the Approval for Leased, Rented and PPA Systems application must match the equipment observed during the field verification process. MID provides for some tolerances in system design as follows: Inspection Results
Results within set tolerance: Tilt ±5°, Azimuth ±5°, Shading ±5% of summer shading Results outside set tolerance, but within 5% of submitted incentive

PA Action
Accepts submitted EPBB Calculator and initiates payment as normal Recalculate Incentive based on inspected EPBB calculator results. If new incentive is within 5% of submitted incentive, then notify Applicant of a new incentive amount change. Recalculate Incentive based on inspected EPBB calculator results. If new incentive is not within 5% of submitted incentive, then notify Applicant of a new incentive amount change and issue a Failure.

Applicant Action
No Action Necessary Applicant accepts the incentive amount change or disputes with PA for resolution Applicant accepts the incentive amount change or disputes with PA for resolution

Failure
No

No

Results outside set tolerance and not within 5% of submitted Incentive.

Yes

If a system fails a field inspection, the Program Coordinator will notify the customer with the reasons for the field inspection failure.

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PV System Approval for Leased or PPA Systems
Once the system owner has decided to install a solar system and has an executed contract with their system installer, the System Approval application is submitted in the first step of the application process. Once the Approval for Leased, Rented and PPA Systems application is approved, the Program Coordinator will issue an acceptance letter confirming the system has been approved for installation. Program Coordinator may request documents that reflect a commitment to timely construction including:  Grading Permit – if relevant  Building Permit  Single line PV system diagram  Construction schedule for projects greater than 30 kW

Where to Send Application Package
To submit application package, please send to the following: Modesto Irrigation District Attn: Solar Program Coordinator 1231 11th St P.O. Box 4060 Modesto, CA 95352-4060

Renewable Energy Credits/Certificates
REC’s for leased, rented or PPA systems are owned by the customer or the assigned agent. If a customer elects to receive compensation for excess generation, MID owns the REC’s generated by the excess generation.
Note to contractors: Contractors with the required licensing are encouraged to participate in MID rebate programs. If information on application or supporting documentation includes misleading or fraudulent data, the rebate may be denied and the contractor may not be allowed to participate in MID rebate programs.

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Application Package Requirements for PV Systems
Application Package Requirements
CustomerOwned PV System Leased, Rented or PPA PV System CustomerOwned New Construction

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Documentation Description Completed Rebate Reservation Request Form/Program Contract (current version required) Completed System Approval for Leased and PPA Systems (current version required) Details for Multiple Arrays Form (required if more than one array in system) Copy of contract with vendor/contractor Single Line Electrical Diagram Site Plans Energy Audit or Disclosure Agreement Title 24 CF-1R CSI Evaluation (www.csi-epbb.com) System size ≥100 kWAC-CSI - $800 check for project evaluation fee System size ≥500 kWAC-CSI – Mfg cut sheets of performance meter panel & AC disconnect Completed MID Interconnection Agreement Completed MID Net Metering Agreement (new construction systems to remain off until occupied by owner / tenant) Affidavit of Sole Ownership Required for customer-owned systems as follows: All non-residential systems and residential systems 8kWAC-CSI or greater. IRS Form W-9 (all non-residential systems; may also be required for Net Metering Agreement)

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Grid Interconnection
Qualifying PV systems must be grid-connected. This means that the PV system must be electrically connected (on the customer’s property) to the MID electric system serving the customer’s load. The interconnection of the customer’s PV system must comply with all applicable electrical codes and MID interconnection requirements, MID Electric Service Rates and Rules. The PV system must offset the customer’s energy use by supplying electricity otherwise supplied by MID. MID requires the installation of a visible, lockable disconnect switch to be installed between the PV system and the MID Distribution System. The switch must be clearly labeled “PV System Disconnect” and should be located on the alternating current (ac) side of the inverter and before and within 12 feet of the customers’ service panel in a readily accessible location. PV equipment receiving program incentive is intended to be in place for the duration of it

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useful life. Systems must be secured to a permanent surface. Any indication of system portability may deem system ineligible for program incentives. MID also requires the installation of a simple “A” Base Meter Socket Adapter on the alternating current side of the inverter. MID will install (at no cost to the customer) a utility grade meter that will allow the District to measure the generation output of the PV system.

Electrical Interconnection and Net Metering Agreements
Customers installing a Solar PV system and customers requesting service at an existing service with a Solar PV system are required to submit an Electrical Interconnection Agreement and a Net Metering Agreement. Customers modifying an existing Solar PV system are required to submit new Interconnection and Net Metering Agreements for approval prior to interconnection with MID.

Electrical Interconnection Agreement
The Electrical Interconnection Agreement allows to the customer to interconnect their generating system with the MID electric system. MID reserves the right to inspect and verify all interconnected systems at any time.

Net Metering Agreement
The Net Metering Payment Agreement includes an election for compensation for surplus energy generated. Surplus energy compensation is disbursed on an annual basis. The option cannot be changed more the one in a 12-month period. If an option is not selected, no compensation for net surplus energy will be given. Net Metering Options
Option 1 Option 2 Option 3 Receive annual payment in a check mailed to my billing address for net surplus energy (District retains Renewable Energy Credits for the purchased surplus generation). IRS Form W-9 is required. Receive annual bill credits to my electric account as payment for net surplus energy (District retains Renewable Energy Credits for the purchased surplus generation). No compensation for net surplus energy (Customer retains the Renewable Energy Credits).

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Solar Panel Place Cards
The identifying marking for meters and disconnects shall be impressed into or raised from a tag of plastic laminate, aluminum, brass or other approved nonferrous metal with ¼ inch minimum letters. The impressions shall be deep or raised enough to prevent it from being obscured by subsequent painting of the service sections. The tag shall be attached to a non-removable area of the panel with a high strength, five minute epoxy adhesive. Other types of adhesives will not be acceptable. The tag shall not be able to be removed without the use of hand tools.

Service Address CAUTION
THIS PANEL HAS SOLAR & UTILITY POWER ALWAYS SHUT OFF BOTH BEFORE SERVICING

SOLAR AC DISCONNECT SOLAR DC DISCONNECT SOLAR PRODUCTION METER

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Interconnection Diagrams
Please follow the MID guidelines for Net Metering as shown in the graphics below:

TO CUSTOMER PANEL AND MID

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Third-Party Field Verification & Diagnostic Testing
Third-party field verification may be conducted to assess whether systems have been installed consistent with the characteristics used to determine estimated performance.

Background
The MID Solar PV Program provides incentives to builders for installing high performance PV systems on energy efficient homes and businesses. Field verification must be conducted to ensure that the components of the solar system and its installation are consistent with the characteristics used to determine its estimated performance. Field verification is a value-added service that provides quality control and can protect the builder, contractor and supplier, and business or homeowner. Field verification is completed consistent with the procedures of Chapter 7 of the 2005 Verification and Testing Summary to the Program Coordinator (if different) and Purchaser. In cases of new construction, the applicant must provide to the installer and rater a site plan that for each lot:  identifies the species of all pre-existing, planted and planned trees and the location and height of any structures which will be built on the lot and neighboring lots of the building with the solar system; and  shows the bearing of the property lines and the azimuth and tilt or roof pitch of each PV array.

Relationship to Other Codes, Standards and Verification
The local jurisdiction must issue a building permit for the qualifying PV system, either as a separate permit or as part of the new residential building permit, and the PV system must meet all applicable electrical code, structural code and building code requirements. In addition, MID has standards regarding interconnection to the electric grid and other matters. The field verification and diagnostic testing procedures described in this document do not substitute for normal electrical, structural or building plan check or field inspection nor do they substitute for field verification by MID regarding interconnection to the electric grid.

Field Verification Visual Inspection
The purpose of the visual inspection described in this protocol is to verify that the module and inverter specified in the EPBB Calculator printout is the same as the installed equipment. The inspector shall use binoculars or another means to view the installation without being required to get on the roof, and shall verify the models and numbers of modules against the Request for Payment form. The inspector may rely on photographic evidence provided by the installer on the models and numbers of modules, standoff distance and shading, but in the absence of such evidence, must rely on a conservative determination based solely on their own observation.

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PV Modules
The PV installer and the inspector must verify that the same number of each make and model number of PV modules used in the expected performance calculations are installed in the field. The PV installer and inspector must also verify the module mounting type (flush mounted BIPV or rack mounted) and in the case of rack mounted modules, the standoff distance of the modules above the mounting surface.

Inverters
The PV installer and inspector must verify that the make and model of inverters used in the expected performance calculations are installed in the field.

Tilt and Azimuth
The PV installer and the inspector must verify that the tilt and orientation (azimuth) of the PV modules installed in the field match the values that were used to determine the expected performance of each solar system, within ± 5°. In some systems, PV modules may be installed in multiple arrays with different tilts and azimuths. In these cases the tilt and azimuth of each array must be verified. Determining Tilt - The tilt angle of the PV modules is measured in degrees from the horizontal (e.g. horizontal PV modules will have a tilt of zero and vertically mounted PV modules will have a tilt of 90°). The tilt of the PV modules may be determined in the following ways: Using the Building Plans - The as-built or construction drawings for the residential building will state the slope of the roof, usually as the ratio of rise to run. If the PV modules are mounted in the plane of the roof then the slope of the PV modules is the same as the slope of the roof. Table 1 may be used to convert rise to run ratios to degrees of tilt.

Conversion of Roof Pitch to Tilt
The tilt in full degrees so as to match the inputs available on the EPBB calculator. Actual degrees have been rounded to the nearest whole digit.
Roof Pitch (Rise:Run) 2:12 3:12 4:12 5:12 6:12 7:12 8:12 9:12 10:12 11:12 12:12 Tilt *(degrees) 10 14 18 23 27 30 34 37 40 43 45

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Using a Digital Protractor - A digital protractor may be used to measure either horizontal or vertical angles. These devices when sighted up the slope of the PV modules from the ground will display the slope, relative to the horizontal. Determining Orientation (Azimuth) - The convention that is used for measuring azimuth is to determine the degrees of angle clockwise from north, e.g., north azimuth is zero degrees, east is 90°, south is 180° and west is 270°. The following methods may be used to determine the azimuth. Using the Site Plans - In new subdivisions, the house plans will often not show the property lines since the plans are used on multiple lots. However, the subdivision plot plan will show the property lines of the lots. The plot plan will show the bearing of the property lines, and from this information the azimuth of the roof surfaces where the PV modules are mounted may be determined from the position of the house on the lot relative to the bearings of the property lines. Using a Compass – Use a compass with a sighting feature and an adjustment for magnetic declination. Make sure that the compass has a sighting feature. The compass may have an adjustment built in for magnetic declination so that the reading on the compass is true north. If not, the magnetic declination may be found using the tool available at: [www.ngdc.noaa.gov/seg/geomag/jsp/Declination.jsp]. Adjust the compass reading to account for the magnetic declination. Position the compass and determine the array azimuth angle between compass north and the direction that the PV modules face. It’s usually convenient and most accurate to align the compass along the edge of the array using the sighting feature. Verifying Tilt and Azimuth for Systems Meeting the Flexible Installation Criteria Modesto Irrigation District allows determination of expected performance using the Flexible Installation criteria, which bases the estimated performance on an estimate of the performance for a range of module orientations and tilts. The Flexible Installation criteria applies to all solar systems that are installed with an azimuth ranging from 150° and 270° and all modules installed at the same tilt as the roof slope for roof pitches between 1:12 and 7:12.

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Shading Verification
Shading conditions at the site must be consistent with those used in the EPBB Calculator printout. The estimated performance calculations will be done either assuming that the “minimal shading” criterion is met or based on the specific shading characteristics of each system and building. The “minimal shading” criterion is that no obstruction is closer than a distance (“D”) of twice the height (“H”) it extends above the PV modules (see PV User’s Guide found at the EPBB Calculator website www.csi-epbb.com). The distance “D” must be at least two times greater than the distance “H.” Any obstruction that projects above any portion of the PV array must meet this criterion for the PV array to be considered minimally shaded. Obstructions that are subject to this criterion include:  Any vent, chimney, architectural feature, mechanical equipment or other obstruction that projects above the roof of the residential building;  Any part of the neighboring terrain that projects above the roof:  Any tree that is mature at the time of installation of the solar system;  Any existing neighboring building;  Any telephone or other utility pole that is closer than thirty feet from the nearest point of the array.  Obstructions that are located north of the array at azimuths between 305º and 55º from north relative to the most northerly points on the PV array need not be considered as shading obstructions. The PV installer and the program Coordinator / third party inspector may verify through visual inspection that most obstructions above the roof meet the 2:1 criterion. For obstructions that visual inspection indicates potentially do not meet the criterion, the PV installer and program Coordinator / third party inspector must measure the height and distance of the obstruction(s) relative to the PV array as described above to verify that the 2:1 shading criterion is met.

Accounting for Actual Shading
When a PV installation does not meet the minimal shading criterion, it can still qualify for an incentive and participate in the program, but the shading conditions for each solar system at the site must be accounted for in the expected performance calculation as described in this section.

Measuring Shade Impact
One of the following procedures may be used to measure heights and distances or altitude angles to obstructions. Using a Solar Assessment Tool – For shading from existing obstructions, such as neighboring buildings or other structures, terrain or already mature trees, on-site shading conditions can be verified using an

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instrument such as the Solar Pathfinder or SunEye. Follow the manufacturer’s instructions carefully to ensure accurate readings. The measurements shall be made at all the major corners of the array with no adjacent measurement being more than 40 feet apart (see example in figure below). The points of measurement shall be distributed evenly between two major corners if they are more than 40 feet apart such that the linear distance between any sequential points is no more than 40 feet. However, if any linear edge of the array has no obstructions that are closer than two times the height they project above the closest point on the array, then the intermediate measurements along that edge do not need to be made.
Example of Points where Measurements shall be made when using solar assessment tool (overall dimension 76’ x 50’) ‘

Verification of System Performance
System performance verification is important to ensure all parties are receiving the proper benefits of the system. For systems that have two or more strings connected in parallel to the same inverter, the following applies:  Complete a visual check of the system to ensure the modules and all other system components are bolted securely, and all wiring connections have been made properly according to the system schematic, manufacturer’s instructions, and applicable electrical code requirements.  Check the polarity of all source circuits to be correct.  The open circuit voltages of source circuits shall be tested and measured to be within 2 percent of each other.  The short circuit currents shall be tested and measured to be within 5% of each other.  Indicate on the Request for Payment form in the appropriate section that the above has been completed. For systems that have only one string connected to a single inverter or for systems using micro-inverters, the following applies:  Record Temperature and Irradiance as discussed below.  Examine Field Verification Output (FVO) table (at end of section) for the percentage shown given the measured temperature and irradiance.

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 

Always round temperature up to the next block. So, 47° rounds up to 55° on the chart. Multiply the CEC-AC (from EPBB printout) times the FVO percentage to get estimated system output. Compare estimated system output with actual output. If actual system output is higher, system is operating within expectations. If estimated output is higher, perform additional diagnostics and correct any issues as the system may not be performing properly. Enter the appropriate values on the Request for Payment form.

Verification of system performance must be performed after the PV system is installed and connected to the electricity grid. Measurements must be made with a minimum irradiance of 300 W/m² in a plane parallel to the array. The PV installer and/or the program Coordinator / third party inspector must 1) measure the solar irradiance in a plane parallel to the array 2) measure the ambient air temperature. The PV installer or program Coordinator / third party inspector must then observe the output AC power displayed on the inverter and verify that the output AC power is at least the amount shown in the table for the field measured conditions. To qualify for the incentive, PV systems must have a performance meter or an inverter that has a built in meter that measures output AC power.

Measuring Solar Irradiance
Solar irradiance must be measured by using a solar pyranometer. When making this measurement, the PV installer or Program Coordinator / third party inspector must place the pyranometer in a plane that is parallel to the PV modules. The PV installer should position the pyranometer on top of the PV modules or on the roof next to the PV modules. The Program Coordinator / third party inspector who is not likely to be able to get on the roof must position the pyranometer such that it is in full sun and is in plane that is parallel to the PV modules. Digital protractors or other instruments may be used to properly position the pyranometer.

Measuring Ambient Air Temperature
Ambient air temperature must be measured with a digital thermometer in the shade. The instrument must have an accuracy of ± 2°C.

Observing Output AC Power at the Inverter
The PV installer and the Program Coordinator / third party inspector must observe and record the reading within five minutes of the time the measurements of solar irradiation and ambient temperature were made. Note that the inverter may cycle between multiple readings (total kWh of production, output power, etc.), so the PV installer or program Coordinator / third party inspector will need to wait until the power is displayed and record this reading; several readings should be made to make sure that they are consistent and stable.

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Multiple Orientation Arrays
For larger systems, PV modules connected to the same inverter may be installed with strings of equal numbers of modules connected in parallel in more than one orientation, each with its own tilt and azimuth (note that it is bad practice to install such strings in series or with a different number of modules in each string; either of these installations will lead to substantial reductions in performance). When strings are installed in multiple orientation arrays to the same inverter, separate EPBB Calculator printouts must be prepared for each orientation and solar irradiance must be measured separately in a plane parallel to each string that has a different azimuth and tilt. The expected output AC power is determined separately for each condition and the sum is used for verification purposes.
Field Verification Output (FVO) table
(W/m²) 300 325 350 375 400 425 450 475 500 525 550 575 600 625 650 675 700 725 750 775 800 825 850 875 900 925 950 975 1000 1025 1050 1075 1100 1125 1150 1175 1200 T=15 26% 28% 31% 33% 35% 37% 40% 42% 44% 46% 48% 51% 53% 55% 57% 59% 61% 63% 65% 68% 70% 72% 74% 76% 78% 79% 81% 83% 85% 90% 90% 90% 90% 90% 90% 90% 90% T=25 26% 28% 30% 32% 34% 36% 39% 41% 43% 45% 47% 49% 51% 54% 56% 58% 60% 62% 64% 66% 68% 70% 72% 74% 76% 78% 79% 81% 83% 85% 90% 90% 90% 90% 90% 90% 90% T=35 25% 27% 29% 31% 33% 36% 38% 40% 42% 44% 46% 48% 50% 52% 54% 56% 58% 60% 62% 64% 66% 68% 70% 72% 74% 76% 77% 79% 81% 83% 84% 86% 90% 90% 90% 90% 90% T=45 24% 26% 28% 31% 33% 35% 37% 39% 41% 43% 45% 47% 49% 51% 53% 55% 57% 59% 61% 63% 65% 66% 68% 70% 72% 74% 75% 77% 79% 81% 82% 84% 86% 90% 90% 90% 90% T=55 24% 26% 28% 30% 32% 34% 36% 38% 40% 42% 44% 46% 48% 50% 52% 54% 55% 57% 59% 61% 63% 65% 66% 68% 70% 72% 73% 75% 77% 78% 80% 82% 83% 85% 86% 90% 90% T=65 23% 25% 27% 29% 31% 33% 35% 37% 39% 41% 43% 45% 46% 48% 50% 52% 54% 56% 58% 59% 61% 63% 65% 66% 68% 70% 71% 73% 75% 76% 78% 79% 81% 82% 84% 85% 90% T=75 22% 24% 26% 28% 30% 32% 34% 36% 38% 40% 41% 43% 45% 47% 49% 51% 52% 54% 56% 58% 59% 61% 63% 65% 66% 68% 69% 71% 73% 74% 76% 77% 79% 80% 81% 83% 84% T=85 22% 24% 25% 27% 29% 31% 33% 35% 37% 38% 40% 42% 44% 46% 47% 49% 51% 53% 54% 56% 58% 59% 61% 63% 64% 66% 67% 69% 70% 72% 73% 75% 76% 78% 79% 80% 82% T=95 21% 23% 25% 27% 28% 30% 32% 34% 36% 37% 39% 41% 43% 44% 46% 48% 49% 51% 53% 54% 56% 58% 59% 61% 62% 64% 65% 67% 68% 70% 71% 72% 74% 75% 76% 78% 79% T=105 20% 22% 24% 26% 27% 29% 31% 33% 34% 36% 38% 40% 41% 43% 45% 46% 48% 50% 51% 53% 54% 56% 57% 59% 60% 62% 63% 65% 66% 67% 69% 70% 71% 73% 74% 75% 77% T=115 20% 22% 23% 25% 27% 28% 30% 32% 33% 35% 37% 38% 40% 42% 43% 45% 46% 48% 49% 51% 53% 54% 55% 57% 58% 60% 61% 63% 64% 65% 66% 68% 69% 70% 71% 73% 74%

Using the Field Verification Output Table
Example: 3.5 kW AC system measured at 65o F and with an irradiance of 900 watts/m2. The FVO shows 68%. So 3.5 kW x .68 (68%) = 2.38 kW. As long as the inverter output reads higher than 2.38 kW (2,380 W), the system is performing sufficiently.

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