Sample Utility (Muni/Co-op) Solar Roadmap

Roadmap Goals and Progress

The ASTI team has developed this sample solar roadmap for utilities that are not part of the initial project team, but would like to review the objectives and guidance in preparation for their efforts to help transform their local solar market. The set of recommendations below represent a typical roadmap, however this set is customized per the needs and goals of each utility that participates.

Each recommendation in the roadmap is supported with relevant reports, case studies, examples, and templates to support implementation efforts, which can be accessed via the 'Take Action' link adjacent to each goal.

Show Active Objectives Only

showInterconnection Process

4 of 10 Goals In Progress
5 of 10 Goals Achieved
50%40%
Planned
High Impact Objective

[I1] Use a Standard Interconnection Application Form(0)

Standard interconnection application form used.

Utility currently at market best practice! Consider amending standard application form to differentiate separate interconnection tracks for small and large systems, per I3.

High Impact Objective

[I2] Interconnection Process Similar to FERC Standard(0)

Interconnection procedure does not offer a streamlined option for small generators (<10 kW).

Establish an interconnection process that follows (or is more streamlined than) the process outlined in the FERC Small Generator Interconnection Procedure for certified inverter-based facilities <10 kW.

[I3] Use Separate Interconnection Tracks for Small Systems and Large Systems(0)

All solar PV systems are required to go through the same procedure despite system size.

Allow qualifying systems <10 kW to be processed following a separate, simplified fast track interconnection process using the standard application form.

[I4] Use the FERC SGIP Technical Screens to Streamline the Process for Qualifying Systems(0)

All solar PV systems require detailed engineering review despite system size.

Apply the FERC technical screens before conducting a detailed engineering review. Systems passing the screen would be eligible for a simplified, fast track interconnection procedure using the standard application form.

[I4] Streamline the Process for Qualifying Systems(0)

All solar PV systems require detailed engineering review despite system size.

Consider using a screening process to separate and streamline systems according to location, complexity, or other interconnection metrics. Systems passing the screens are eligible for a simplified interconnection process. This will save utility engineering staff time. See sample screening criteria at right.

[I5] Adverse Impact Study Exemption for Interconnection of Small Systems(0)

High Impact Objective

[I6] Make Application Form Available Online(0)

Standard interconnection application form is available online.

Utility currently at market best practice!

High Impact Objective

[I7] Allow Electronic Submittal of Application Form(0)

Interconnection application form can be submitted in person or emailed.

Utility currently at best practice

[I8] Post Interconnection Information Online(0)

Some info is available online, though not comprehensive. Utility would like to improve website.

Provide information describing the interconnection process online in an easily accessible location. Include information about both the application and inspection processes, including submittal requirements, approval requirements, fees, and point of contact. The ASTI team can help aggregate and organize this information for inclusion on the utility website.

High Impact Objective

[I8] Post Interconnection Process Information Online(0)

Some information is available on utility website, but not comprehensive

Provide information describing the interconnection process online in an easily accessible location. Include approval requirements, submittal requirements, inspection information, and point of contact.

[I9] Provide Real-Time Access to Check Application Status and Receive Updates(0)

Applicant can check the status of an application via email or over the phone.

Utility currently at best practice

High Impact Objective

[I10] Streamline Application Processing Time(0)

20 business days from receipt of application to notification of approval/denial.

For standard residential systems under 10kW, provide an approval/denial or request for more information within 5 business days.

[I11] Track and Manage Interconnection Processing Time(0)

Track interconnection turnaround time from receipt of application to notification of permission/denial.

[I12] Provide New Meter with Appropriate Capabilities(0)

A meter upgrade, when necessary, is provided by the utility.

Utility currently at best practice. New meters are bi-directional with time-of-use capabilities, and allow two-way communications.

[I13] Post Interconnection Fee Information Online(0)

Information describing the permit fee, including engineering study fees, is posted online.

Utility currently at market best practice!

High Impact Objective

[I14] Base Interconnection Fee on Actual Cost to Administer(0)

Interconnection fees are based on actual costs for all system sizes.

Utility currently at market best practice for systems over 10kW. For inverter based systems under 10kW satisfying the technical screens per I4, consider capping the fee at $100.

[I15] Post Information on Interconnection Engineering Review Fees Online(0)

[I16] Post Interconnection Inspection Requirements Online(0)

Information describing the inspection process and requirements is posted online.

Utility currently at market best practice!

High Impact Objective

[I17] Streamline Inspection Turnaround Time(0)

5 business days from time of inspection request to approval/denial notification.

Utility currently at best practice

[I18] Offer Convenient Inspection Scheduling(0)

Appointment window is 1 business day.

Provide a 2 hour appointment window or specify AM/PM, assuming contractor needs to be onsite. Provide update at least 1 hour prior to arrival so contractor is aware and prepared.

[I19] Unified Process for Building Permit and Interconnection(0)

A single inspection is conducted which covers both the building permit and permission to interconnect. If installer not required to be on site for more than one inspection, no action necessary.

showInterconnection Standards

3 of 5 Goals Achieved
60%
Planned

[IS1] Technologies Eligible for Interconnection(0)

All customer sited generators qualify for interconnection, regardless of technology type

Utility currently at market best practice

[IS2] Interconnection System Size Limit(0)

No restrictions on system size

Utility currently at best practice

[IS3] External Disconnect Switch Requirements(0)

Disconnect switch is required for all systems.

Consider waiving the requirement for redundant external disconnect switches for qualifying inverter-based systems under 10kW using UL listed equipment. Or, have utility bear the cost of this extra disconnect.

[IS4] Use IEEE1547 and UL1741 Standards for Interconnection(0)

UL1741 and IEEE1547 standards are used for certification

Utility currently at best practice

[IS5] Allow Interconnection to Spot and Area Networks(0)

No formal policy in place

Consider having a defined process for reviewing interconnection requests within spot and area networks, provided the generating facility is inverter-based and uses non-exporting protective schemes.

[IS6] Reasonable Liability Insurance Requirements for Interconnection(0)

$100k in liability insurance required for systems under 10kW, $300k up to 500kW, and $2M for larger

Waive insurance requirement for qualifying inverter-based systems under 10kW designed to offset on site usage. For other systems, insurance requirements should not be more than a typical customer would carry.

[IS7] Standard Resolution for Interconnection Disputes(0)

A simple, low cost dispute resolution process is in place.

[IS8] Interconnection Rules Apply to All Utilities(0)

showDG Rate Tariffs

2 of 10 Goals In Progress
6 of 10 Goals Achieved
60%20%
Planned

[DG1] Offer Net Metering for DG Customers(0)

A net metering program is currently in place

Utility meets best practice

[DG2] Consider Alternative Compensation Methods for DG(0)

No alternative methods currently in place, though Board is considering a value-of-solar tariff

VOS under investigation. Find case studies of other successful programs in the link at right; the ASTI team can also provide guidance in exploring a VOS program.

[DG3] No Hard Cap for Residential System Size(0)

No hard cap in place, system size limit is based on annual usage

Utility currently at best practice

[DG4] Set Reasonable Limits for Cumulative Program Capacity(0)

Cumulative net metering capacity limit is set at 1MW or 100 total systems, whichever is first

Consider raising the cumulative capacity of DG systems to 5% of peak demand

[DG5] Offer Equitable Value for Excess Generation(0)

Annual true-up with excess paid at the wholesale rate

Consider allowing customers to choose indefinite rollover of excess generation as an alternative to annual true-up.

[DG6] No Extra Charges or Fees Targeted at DG Customers(0)

No additional requirements or fees for net metering customers

Utility currently at best practice. To provide DG customers more assurance in their investment, consider adding safe harbor language protecting existing DG customers from unspecified additional equipment, fees, or other requirements in the future.

[DG7] Allow Customer to Retain RECs(0)

RECs are retained by the customer, unless sold to utility via the incentive program

Utility currently at best practice

[DG8] Allow all Customer Classes and Types to Participate(0)

All customer types are eligible for program, and 3rd party owned systems are also eligible.

Utility currently at best practice

[DG9] Allow Meter Aggregation(0)

No policy is in place currently, though the issue has been discussed

Allow all meters on a contiguous property to be aggregated for customers looking to net meter against their total electricity consumption, or consider this total amount when setting system size limits for VOS or FiT programs.

[DG10] Provide Transparent Monthly Billing Statements(0)

Clear monthly statements are provided to DG customers

Utility currently at best practice. Monthly billing statements clearly describe customer consumption and generation, including cumulative annual totals.

showFinancing Options

1 of 3 Goals In Progress
1 of 3 Goals Achieved
33%34%
Planned
High Impact Objective

[F1] Support Statewide Efforts to Allow Third-Party Solar Financing, Including Solar PPAs and Leases(0)

Legality of third-party owned systems is unclear

Support efforts to ensure state-level utility regulations do not restrict these finance mechanisms.

[F2] Explore Innovative Financing Programs For Utility Customers, Including Solar Loans or Roof Leases(0)

Utility offers a loan program with on-bill repayment for energy efficiency and solar energy projects

Utility currently at market best practice. If further programs are desired, explore the establishment of a solar roof leasing program for commercial customers in your service territory.

[F3] Offer On-Bill Solar Repayment Option to Utility Customers(0)

No on-bill payment program offered currently

Explore providing on-bill repayment options for utility customers who want to install solar. Utility can serve as the loan originator or as a simple pass-through collection agency.

High Impact Objective

[F4] Support Statewide Efforts to Allow Community Shared Solar Projects(0)

[F4a] Explore Implementation of Community Shared Solar Program For Utility Customers(0)

Community Solar Program not currently offered.

Explore establishing a Community Solar Program for customers in your service territory based on lessons learned and successful case studies from across the country.

[F5] Support Statewide Efforts to Allow PACE Financing(0)

[F5a] Explore Implementation of Local PACE Financing Pilot Program (0)

High Impact Objective

[F6] Encourage Local Financial Stakeholders to Establish New Solar Loan Programs(0)

High Impact Objective

[F7] Promote Availability of Existing Solar Finance Options and Evaluation Tools(0)

Minimal awareness among customers currently. Utility has expressed interest in outreach.

Publicize the availability of local solar finance options and solar evaluation tools for potential buyers. This can be done via webinars, marketing materials, or by providing links and information online. Click the 'Take Action' button for a sample of relevant resources.

[F8-CA] Join Regional Finance Working Group(0)

[F 1-A] Distribute Soft Cost Survey(0)

[FL 2-A] Provide Resources and Host a Workshop for Lending Institutions(0)

[F 3-A] Launch a Solarize Campaign(0)

[F 3-B] Partner with Local Lenders(0)

showSolar Market Development

2 of 5 Goals In Progress
2 of 5 Goals Achieved
40%40%
Planned
High Impact Objective

[M1] Support Aggregate Procurement Program for Residential Sector(0)

[M2] Support Aggregate Procurement Program for Commercial Sector(0)

[M3] Explore Implementation of Collaborative Procurement Program for Municipal Facilities and Schools(0)

[M4 old] School Aggregation Program(0)

[M5] Make Solar Educational Resources Available to Customers(0)

Limited solar energy information available currently

Enhance the existing solar webpage for customers and installers to provide comprehensive information and additional tools to improve awareness and understanding of utility's support of solar.

[M6] Explore Installing Solar at Municipal Facilities, Including Landfill and Water Treatment Facilities(0)

[M6a] Survey Brownfield Sites for Solar Development Opportunities(0)

Utility has explored using undeveloped utility-owned sites as hosts for RE generation

Utility currently at best practice

High Impact Objective

[M7] Publicize Solar Workforce Development Resources and Industry Training Tools(0)

Some awareness within industry currently

Provide online access to regional and statewide solar standards and best practices as a resource to the installer community. Consider organizing an outreach and/or training event in order to generate awareness and understanding.

High Impact Objective

[M8] Provide Solar Educational Resources to Constituents(0)

[M9] Publicize Innovative Solar Market Development Tools(0)

[M10] Explore Joining Clean Energy Action and Recognition Programs(0)

[M11] Develop and Publish a Solar Mapping Tool(0)

No mapping tool currently in use

Develop a solar map on the utility website showing installed solar systems. Include details on system sizes, locations, and total capacity.

[M12] Include Renewable Energy in IRP(0)

Utility includes efficiency and renewable development in their long term resource planning.

Utility currently at best practice

[M13] Develop an Internal Organizational Strategy to Address DG(0)