Summary. Registration RULE 21 ONLINE PORTAL PILOT PG&E CONTACT DETAILS

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1 PG&E Interconnection Portal Contents List Summary... 1 Registration... 1 Account Details... 2 Starting a New Application... 3 Select Program... 3 Enter Generators... 4 Form Builder... 5 Tab Options... 5 Project & Customer Info... 6 Non-Export... 8 Technology... 9 Examples: NEM Fuel Cell Non-Export (Uncompensated Export) RES-BCT NEM Multiple Tariff Aggregation... 15

2 Summary Welcome to the pilot Rule 21 Interconnection Application Web Portal. You can get started by clicking on the following URL: This portal will enable you to submit your application online and ensure that all the required information is submitted to move your application along. Get started by registering per the instructions below. Registration From the Login Page, click the Register button. PG&E CONTACT DETAILS Portal Help If you need assistance on how to use the Portal please us on a pilot address: ACEITPortal@pge.com Submitted Application Help If you need updates on a submitted Interconnection Request please Rule21Gen@pge.com Complete all fields on the next screen and click the Register Button. 1

3 Account Details Once registered, login to the portal and click on the My Account tab and update Account Details Your Account Details can be used to pre-populate Customer Contact, the Contractor and the Authorized Contact details in the new application form. Select the icon to edit a field. When all fields have been updated, select the Save Changes button 2

4 Starting a New Application From the Home Page, click Start New Application. Select Program At the Select Program screen, choose the relevant Program and Sub-Program. Click Save and Enter Generators. Program and Sub-Program Structures NEM Standard NEM 30kW with Modifications or Energy Storage Expanded NEM 1 MW NEM-CDCR - California Department of Corrections and Rehabilitation NEM-MIL - The United States Military NEM Aggregation NEM Fuel Cell NEM Fuel Cell NEM Fuel Cell Aggregation Non-Export Virtual NEM (NEMV) NEMV NEMVMASH Virtual Net Energy Metering Multifamily Affordable Solar Housing program NEMVMASH DEV - Virtual Net Energy Metering Multifamily Affordable Solar Housing Development RES-BCT The Renewable Energy Self-generation Bill Credit Transfer program for Local Government Combination of NEM (Multiple Tariff) - (NEMMT) 3

5 Enter Generators At the Generator screen, input generator specific information. For example: If you have: An Existing Solar inverter, and New Energy Storage add each one. Ensure ALL New and Existing generators are included using the Add Generator button. Once all generators are listed, click Save and Continue. 4

6 Form Builder The Online Portal will build the application and identify the required tabs across the top of the page. Note: It is important to enter all the generators and the program type s so that the form is generated correctly. Tab Options Customer & Project Info Non Export Allows for the selection of a study process, and for identifying the generating facility s location and responsible parties Allows for selection of interconnection type (i.e., non-export, uncompensated export, third party owned generation, and details on that generation, if applicable); Requires generating facility operational details including, operating mode such as (a) parallel operation, (b) inadvertent export either as standby, emergency or backup generation, or as a QF; (c) momentary parallel operation either as standby, emergency or backup generation, or a QF, or (d) isolated operation Export Export Export service data and description of the export generating facility, such as in the case of net energy metering generators. Technology Tabs Solar Wind Machine Fuel Cell Energy Storage Solar PV based generating facility and host customer s electrical facilities and Solar Statistics Data Fields. Wind based generating facility and host customer s electrical facilities. Machine based generating facility and host customer s electrical facilities. Fuel cell based generating facility and host customer s electrical facilities Energy storage as a Rule 21 generating facility and host customer s electrical facilities. Tariff Program Tabs RES-BCT NEMA Fuel Cell Aggregation NEMV NEMVMASH NEMVMASH DEV Applicability of RES-BCT, attestation requirements, and includes list of benefiting accounts. Applicability of NEMA (Net Energy Metering Load Aggregation pursuant to Special Condition 7 of Schedule NEM), whether a new service is being requested for a greenfield arrangement (generation only account), and includes list of aggregated load accounts. Includes list of aggregated load accounts. Includes a list of conditions for the generating account and a list of benefitting accounts. Single service delivery point includes a list of conditions for the generating account and a list of benefitting accounts. Includes a list of conditions for the generating account, the development, and a list of benefitting accounts. 5

7 Project & Customer Info Enter the information requested Depending on your answers, additional information may be required; the form is dynamic and will automatically show or hide questions relevant questions for your Interconnection Request. 6

8 Select the Customer Contact Select Contractor Use the drop-down options to pre-populate your contact details saved in the My Account section of the portal. Select the Contractor Use the drop-down options to pre-populate the Contractor with your contact details saved in the My Account section of the portal. Select the Authorized Contact. Use the drop-down options to pre-populate the Authorized Contact with the Contractor details if they are the same. 7

9 Non-Export At the Non-Export screen, input all required information. Select if the interconnection agreement is Non-Export or Uncompensated Export Once all information is inputted, click Save and Continue. 8

10 Technology Screens (Solar, Wind, Fuel Cell, Machine, or Energy Storage) Enter the information requested. Select the: Inverter Manufacturer Inverter Model from the drop-down list and inverter characteristics will be pre-populated. Be sure to include all new and existing generators using the Add Generator button. Once all generators are listed, continue to input AC Disconnect and Lineside Tap information. Once complete, click Save and Continue. If the Inverter Manufacturer and/or Inverter Model are not provided in the drop-down list, select: Enter Manufacturer Not In List Then enter all inverter characteristics required. 9

11 Technology Screens (Solar, Wind, Fuel Cell, Machine, or Energy Storage) continued For Machine based technologies, input generator specific information. Be sure to include all new and existing generators using the Add Generator button. Once all generators are listed, continue to input AC Disconnect and Lineside Tap information. Once complete, click Save and Continue. 10

12 EXAMPLE: NEM Fuel Cell At the Select Program screen, choose: NEM Fuel Cell Program Sub-Program NEM Fuel Cell or NEM Fuel Cell Aggregation. Click Save and Enter Generators. At the Enter Generator screen, input generator specific information. Be sure to include all new and existing generators using the Add Generator button. Once all generators are listed, click Save and Continue. ACE-IT will build the application and identify the required forms across the top of the page. 11

13 EXAMPLE: Non-Export (Uncompensated Export) At the Select Program screen, choose: Non-Export Click Save and Enter Generators. At the Generator screen, input generator specific information. Be sure to include all new and existing generators using the Add Generator button. Once all generators are listed, click Save and Continue. 12

14 EXAMPLE: RES-BCT At the Select Program screen, choose: RES-BCT Program Click Save and Enter Generators. At the Generator screen, input generator specific information. Be sure to include all new and existing generators using the Add Generator button. Once all generators are listed, click Save and Continue. ACE-IT will build the application and identify the required forms across the top of the page. 13

15 EXAMPLE: NEM Multiple Tariff LE: Aggregation At the Select Program screen, choose: Combination of Programs (NEM Multiple Tariff) Choose one of the Sub-Programs listed Click Save and Enter Generators. At the Generator screen, input generator specific information. Be sure to include all new and existing generators using the Add Generator button. Once all generators are listed, click Save and Continue. 14

16 EXAMPLE: Aggregation Net Energy Metering Aggregation is treated as a sub-program and can be found under NEM and NEM Fuel Cell programs. At the Select Program screen, choose: NEM Choose the Sub-Program: Aggregation (all sizes) Click Save and Enter Generators Alternatively, at the Select Program screen, choose: NEM Fuel Cell Choose the Sub-Program: NEM Fuel Cell Aggregation Click Save and Enter Generators 15

17 EXAMPLE: Aggregation (continued) At the NEM Aggregation screen, input the Generator and Load Account information. Once all accounts are listed, click Save and Continue. 16

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