Residential Battery Storage Program: Incentive Claim Form

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This Incentive Claim Form can only be submitted for projects that have enrolled in the Residential Battery Storage Program and hold an active Incentive Reservation. To enroll, please complete and submit the Incentive Application.

After the BESS has received Permission to Operate (PTO) from PG&E, please complete and submit this Incentive Claim Form along with the required project verification documentation.

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

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

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

Who is completing this Incentive Claim Form?

Utility CustomerInstaller on behalf of Utility Customer

Installer Name

Installer Email

Installer Company

Utility Customer Information

Email - this must be the email for the Utility Customer. They will receive this completed form and a form to sign

Service Address

Did the project participate in the DAC-SASH program?

YesNo

Upload DAC-SASH project completion documentation

Applied for or are planning to apply for any other BESS incentive programs?

YesNo

Upload documentation from those programs with the incentive amounts the project will or have received. If you need to upload more than 1 program documentation, click Add another response.

Installed BESS Information

Battery Model

Battery Size (kWh)

Set % of Backup Reserve State of Charge

Only BESS set at no more than 20% backup reserve state of charge will receive the full incentive level. BESS set at more than 20% backup reserve state of charge will receive an adjusted incentive level based on the calculation method in the Program Rules

Is the BESS a Third-Party Owned System (leased or PPA)?

YesNo

Are there plans to enroll the BESS in a Virtual Power Plant (VPP) program?

YesNo

Which VPP program?

Project Verification Documentation Upload

Please upload the project verification documents below. Click "Add another response" if you have more than 1 file to upload per document type.

BESS project invoices. Only costs directly associated with the BESS are eligible project costs for this Program. For larger projects where BESS costs are embedded, itemized invoices showing the BESS costs must be provided. Please see the Program Rules for eligible project costs.

PTO letter or email from PG&E

Interconnection Agreement from PG&E

Contract for Third-Party Owned Systems (lease or PPA)

Photo of the BESS nameplate showing model number and serial number

Photo of the BESS user interface set to the appropriate daily discharge operating mode

Photo of the BESS user interface showing the % of backup reserve state of charge

Utility Customer Certifications & Signature

By signing and submitting this Incentive Claim Form, I confirm and agree as follows:

I certify that all project verification documents, contractor invoices, proof of payment, and utility documents submitted here are true, authentic, accurate, and unaltered.
The installed BESS meets all eligibility and equipment requirements listed in the Program Rules.
I agree to operate and maintain the BESS in a daily cycling mode (e.g., self-consumption or time-of-use) with a backup reserve state of charge at or below the level indicated on the Incentive Claim Form for the duration of its Useful Life. For Third-Party Owned Systems, I confirm that I have the ability or authority to adjust these settings.
I understand that SFPUC may audit my electric usage and system data. If an audit reveals that the BESS is used for backup only or that settings were altered in violation of the Program Rules, SFPUC may reclaim the incentive payment, issue a Notice of Program Violation, and deem me ineligible for future programs.
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.

By signing electronically, I certify under penalty of perjury under the laws of the State of California that the foregoing is true and correct, and that this electronic signature has the same legal force and effect as a handwritten signature.

Utility Customer Signature

Date

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 Claim Form on their behalf. I certify that all project verification details, specifications, contractor invoices, proof of payment, and utility documents submitted are true, authentic, accurate, and unaltered. I understand that providing false or misleading information is grounds to reject or reclaim the incentive payment and may disqualify the installer from participating in CleanPowerSF programs. By signing electronically, I agree that this electronic signature has the same legal force and effect as a handwritten signature.

Installer Signature

Date

Next Steps

The Program team will review the project verification documentation for completeness to issue the incentive payment.

Next Steps

This completed Incentive Claim Form will be emailed to the Utility Customer.

They will also receive a form to sign via email.

The Program team will review the project verification documentation for completeness to issue the incentive payment.