Residential Battery Storage Program: Incentive Application

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Project Details

To be eligible for Residential Battery Storage Program (Program) incentives, this Incentive Application must be submitted and the Program must issue an Incentive Reservation Notice for the project before the battery energy storage system (BESS) receives Permission to Operate (PTO) from PG&E. BESS that have already received PTO are not eligible for the Program. 

Note: This is a dynamic application form. New sections and questions may open based on your answers to certain questions. 


Application version: 1.0 (last updated November 2, 2026)

Program Process





Step 1: Review helpful resources about BESS and solar photovoltaic (PV) systems at the end of the Program webpage and the Program Rules for customer and BESS eligibility requirements.

Step 2: While it is best practice to receive quotes from at least 3 installers for your project, you will only need to upload 1 quote with this Incentive Agreement. 

Step 3: Complete, sign, and submit this Incentive Agreement. The Program team will review your information for eligibility and issue an Incentive Reservation Notice.

Step 4: Complete project installation, receive PTO from PG&E, and submit the Incentive Claim Form. The Program team will review the project verification documents.

Step 5: Designated incentive payee (Utility Customer, Installer, other) receives incentive payment.

For assistance completing this Agreement in Spanish, Chinese, or Filipino, please call (415) 554-0773. For Program questions, please email BatteryProgram@sfwater.org.
Step 1: Review the Program Rules for customer and BESS eligibility requirements. 

Step 2: Complete and submit this Incentive Application on behalf of the Utility Customer. Once submitted, the Utility Customer will receive the completed Application and Incentive Agreement to sign via email. The Program team will review the information for eligibility and issue an Incentive Reservation Notice.

Step 3: Complete project installation, receive PTO from PG&E, and submit the Incentive Claim Form. The Program team will review the project verification documents.

Step 4: Designated incentive payee (Utility Customer, Installer, other) receives incentive payment.

For assistance completing this Application in Spanish, Chinese, or Filipino, please call (415) 554-0773. For Program questions, please email BatteryProgram@sfwater.org.
Program Eligibility


Only CleanPowerSF residential customers are eligible for this Program. 

Please email the Program team at BatteryProgram@sfwater.org if you have any questions or need assistance.



Customers on NEM are not eligible for this Program.

Please email the Program team at BatteryProgram@sfwater.org if you have any questions or need assistance.


Only BESS paired with a PV system are eligible for the Program.

Please email the Program team at BatteryProgram@sfwater.org if you have any questions or need assistance.


This Program is only available to customers without any existing installed BESS.

Please email the Program team at BatteryProgram@sfwater.org if you have any questions or need assistance.


Only BESS being installed voluntarily and not required by a regulation, local ordinance, building code, or other legal obligation are eligible for this Program.

Please email the Program team at BatteryProgram@sfwater.org if you have any questions or need assistance.


This Incentive Agreement must have been submitted and the project needs to receive an Incentive Reservation Notice from the Program before receiving PTO for the BESS to be eligible. 

Please email the Program team at BatteryProgram@sfwater.org if you have any questions or need assistance.
Property Owner



Please have the Property Owner complete and sign this Property Owner's Notice and Release Form. You can proceed with and submit this Incentive Application before the Property Owner completes the form above, but we will not issue an Incentive Reservation Notice for the project until we receive the completed form from the Property Owner.
Utility Customer Information












Planned BESS Information
Please review the BESS requirements in the Program Rules. 



Project Quote(s)


Installer Attestation & Signature

I declare under penalty of perjury under the laws of the State of California that I am an authorized representative of the installer company with authority from the Utility Customer to submit this Application on their behalf, and that all information, specifications, and documents provided are true, accurate, and complete. I understand that providing false or misleading information is grounds to void the Application, cancel the incentive reservation, and may disqualify the installer from participating in CleanPowerSF programs. By signing below, I agree that this electronic signature has the same legal force and effect as a handwritten signature.



Next Steps
This completed Incentive Application will be emailed to the Utility Customer. They will also receive the Incentive Agreement to complete and sign via email. The Program team will review the information for eligibility and issue an Incentive Reservation Notice.

Page 2

Incentive Agreement

Incentive Payee
The Utility Customer is entitled to receive the incentive payment. With agreement from the installer or third-party system owner (for lease or PPA systems) the incentive payment can be redirected to the installer or the third-party system owner. 

Please input the information below to match the information on the individual or entity's IRS W-9 form. The incentive payment will be mailed to the address listed on the IRS W-9 form. The City will report the incentive as income to the Incentive Payee and issue the Incentive Payee an IRS Form 1099.




BESS & PV Systems Resources
I have reviewed the BESS & PV systems resources at the end of the Program webpage.
Data Privacy & Sharing
The San Francisco Public Utilities Commission (SFPUC) requires your authorization to share your Customer Data. Customer Data includes your full name, addresses, phone numbers, email addresses, CleanPowerSF enrollment status, DAC-SASH enrollment status, PG&E electric account numbers, payment information, CARE/FERA status, and other information submitted in Program applications, forms, documents, and correspondence. For more information on how CleanPowerSF protects your information, see our Privacy Policy. 

By signing and submitting this Agreement, I also agree to the Data Privacy provisions listed in the Terms and Conditions section of the Program Rules.

Optional: I authorize the SFPUC to include the following individuals or companies in Program communications and share my Customer Data. These individuals or company representatives can communicate on my behalf regarding my participation in the Program, such as providing documents or system information, but do not have the authority to sign Program applications or forms on my behalf.   










Terms and Conditions
By signing and submitting this Incentive Agreement, I confirm that I have read and understand all Program documents including the Program Rules and agree to be bound by the Terms and Conditions listed in the Program Rules.
Utility Customer Commitments and Program Requirements
By signing and submitting this Incentive Agreement, Utility Customer confirms and agrees as follows:
  1. I meet the eligibility requirements and the electric account information provided in this Agreement will be the account that the new or existing PV system and new BESS will serve. 
  2. I would like to participate in the Program and agree that the City will determine the incentive amount. 
  3. Completing and submitting this Agreement is not a guarantee of Program participation.
  4. The undersigned is duly authorized to execute this Agreement and all information provided is true and correct and acknowledge that information found to be false or misleading is grounds to void this Incentive Agreement and reject or cancel the incentive reservation.
  5. Program incentives are available only if I execute an Incentive Claim Form, eligibility is established by the City, the incentivized project elements are installed and verified, and the completed project complies with all Program rules and requirements. 
  6. I agree to implement and install the BESS as described in the Planned BESS Information section of this Incentive Agreement and in full compliance with all eligibility requirements in the Program Rules.
  7. I agree to cooperate in good faith with any evaluation or verification activities required by the City, including providing all documentation reasonably necessary for verification of installation and performance of the project, including but not limited to, manufacturer's specification sheets and installer and construction invoices. 
  8. I will maintain the BESS in a daily cycling mode with the backup reserve state of charge at or below the percentage indicated in the Incentive Claim Form for the duration of its Useful Life. I understand that SFPUC may audit my electric usage and system data. I agree that if settings are changed in violation of Program Rules, the SFPUC may reclaim the incentive payment and I may be barred from future program eligibility. If an audit reveals that the BESS is used for back up only or settings were altered in violation of Program Rules, SFPUC may reclaim the incentive payment, issue a Notice of Program Violation, and deem me ineligible for future programs.
  9. For Third-Party Owned Systems, I attest that I will have the ability and authority to change BESS settings to meet Program requirements (daily cycling and backup reserve state of charge).
  10. I will promptly inform the Program team of any change in information, project scope, account information, installer information, or property ownership and understand that changes may result in the need to resubmit this Agreement. 
  11. I will disclose and promptly notify the Program team regarding any BESS incentives I have applied for or have been offered by local agencies or other programs. I agree that the total incentives I have or will receive for the BESS must not exceed 100% of the total BESS project cost.
  12. As the Utility Customer entitled to the incentive payment, I agree to redirect the incentive payment to the Incentive Payee listed in this Incentive Agreement, if applicable. The City will report the incentive as income to the Incentive Payee on the IRS Form 1099.
  13. If a property owner/manager is installing a BESS that will impact tenants, property owner/manager will inform tenants that they have applied for this BESS incentive Program and inform tenants of the incentive amount received from the Program after the project is complete.
Utility Customer Signature

I certify that all information provided in this Agreement is true and correct. By signing electronically below, I agree to be bound by the Program Rules, Terms and Conditions, and Utility Customer Commitments and Program Requirements, and I understand that this electronic signature has the same legal force and effect as a handwritten signature.



Contact Information