San Jose Solar + Battery Decision Pack
Solar PanelsBattery Storage
2,000 sq ft · built ~1985 · 1 EV today, 2 planned · 150A panel
What this pack covers
This Decision Pack covers a coordinated Solar Panels and Battery Storage project in San Jose, CA.
It assembles cost ranges, incentive eligibility, permit requirements, and the questions to ask before signing a contract. Every dollar figure and incentive shown is dated and sourced.
Your goal in one sentence
Install rooftop solar plus a battery system sized for NEM 3.0 self-consumption, future electric load (heat pump, EV), and useful outage backup, with current SGIP budget status verified (only RSSE accepts new applications as of 2026 and that budget is fully reserved with new apps on a waitlist) and PG&E interconnection handled.
Recommended sequence
- Solar Panels — No prerequisites within this pack.
- Battery Storage — No prerequisites within this pack.
Who to contact
| Who | Why | What to ask for |
|---|---|---|
| Solar + battery installer | Models solar production, battery behavior, NEM 3.0 economics, backup loads, and EV charging impact. | Solar scenario, battery scenario, future load model, backup-loads plan, EV charging plan. |
Opening script to send contractors
Hi, I'm in San Jose, CA and planning a project that includes Solar Panels, Battery Storage. Home details: - About 2,000 sq ft - Built around 1985 - EVs: 1 today, 2 planned - Electrical panel: 150A I am looking for a quote that includes: 1. Solar Panels 2. Battery Storage Please tell me: - Will you perform a formal load calculation (Manual J for HVAC, Article 220 for electrical)? - Are you familiar with San Jose permits and any local rebate programs? - Can you give line-item pricing and separate confirmed incentives from assumed incentives? - Who handles permits, inspections, and rebate paperwork?
Technical basics in plain English
Panel size: 100A, 125A, 150A, 200A
Your electrical panel is the main entry point for electricity into your house. The 'A' means amps. More amps means more total electrical capacity. 100A is older and may not support adding heat pump + water heater + EV charger together without an upgrade or smart load management. 125A/150A is middle ground; could work with efficient equipment and a real load calculation. 200A is usually the cleanest path, but not guaranteed.
Ask: What is my panel size, and can you show me the load calculation that proves this setup is safe?
Load calculation
A load calculation is not the same as guessing. It is a code-based calculation that estimates whether your panel and service can safely carry all major electrical loads. A qualified electrician or contractor should be able to explain whether you need a panel upgrade, a service upgrade, or smart load management instead.
Ask: Are you doing a formal electrical load calculation, or just eyeballing the panel?
Smart load management
Smart load management lets devices avoid running at full power at the same time. For example, the EV charger may slow down while the heat pump or water heater is running. This can sometimes avoid an expensive panel or service upgrade.
Ask: Can smart load management avoid a service upgrade while still supporting future loads?
Battery backup: whole-home vs essential-loads
Whole-home backup tries to power almost everything during an outage. Essential-loads backup powers selected circuits (refrigerator, internet, lights, some outlets). Whole-home backup costs more and drains batteries faster. Essential-loads backup is usually more economical.
Ask: Are you quoting whole-home backup or essential-loads backup? Which specific circuits will be backed up?
Specific questions to ask
Questions for solar + battery installers
| Question | Good response | Bad response |
|---|---|---|
| How will you size the solar array for our future electric load (heat pump HVAC, EV, water heater)? | We model expected future usage including planned heat pump, EV miles, and water heater, then size the array to offset that load under NEM 3.0 export economics. | We size the system from last year's utility bill only. |
| How does NEM 3.0 change the economics versus older interconnections? | NEM 3.0 cut export compensation by ~75 percent versus NEM 2.0, which makes battery storage important for self-consumption. We model expected savings under NEM 3.0 specifically. | NEM 3.0 is the same as NEM 2.0 economically. |
| Is my roof suitable for solar, and what is its remaining lifetime? | We inspect the roof condition, slope, orientation, and shade pattern; we recommend roof replacement first if the roof is near end of life. | Any roof works. |
| Which panel and inverter brands do you recommend, and why? | We name the specific panel model (wattage, efficiency, temperature coefficient, degradation curve) and inverter brand (string vs microinverter), explain the tradeoffs for our roof, and provide the manufacturer datasheets. | We use whatever is cheapest in stock this month. |
| Will the array use string inverters, microinverters, or DC optimizers, and why? | We choose based on roof shading patterns and orientation: microinverters or optimizers for shaded or multi-orientation roofs, string inverters for unshaded uniform arrays. We explain the cost and monitoring tradeoff. | Microinverters are always best. |
| What does the shade analysis show for our roof across the year? | We run a shade analysis tool (HelioScope, Aurora, or similar) using a site survey and roof imagery, and we share the annual production estimate per panel with shade losses called out. | Shade is not significant. |
| Do you offer a production guarantee, and how is it enforced? | We offer an annual production guarantee in kWh based on the design model, and we explain the remediation path (true-up payment or system correction) if actual production falls below the threshold. | Production guarantees are a marketing gimmick. |
| What monitoring platform comes with the system, and are there subscription fees? | We name the monitoring platform (Enphase Enlighten, SolarEdge mySolarEdge, or similar), describe what data is visible per panel or per string, and disclose any optional or recurring fees. | Monitoring is included; do not worry about the details. |
| If we add a battery later, can we still apply for SGIP at that time? | Yes — SGIP applications are tied to the battery install, not the solar install. As of 2026, only the AB 209-funded RSSE (Residential Solar and Storage Equity) tier remains open to new applications, and that budget is fully reserved with new apps on a waitlist served via attrition; ratepayer-funded General Market / Equity / Equity Resiliency budgets are no longer accepting new applications. We verify current SGIP budget status at selfgenca.com when the battery is added and explain that pre-approval is required before equipment is delivered. | SGIP only counts if solar and battery are installed together. |
| Who handles the PG&E interconnection paperwork, and what is the typical timeline? | We submit the PG&E interconnection application on your behalf, file the city permits, and coordinate Permission to Operate (PTO). Typical PG&E PTO timelines range from 2 to 6 weeks after the city sign-off; we document the expected window in the quote. | Interconnection happens automatically. |
| What is your post-install commissioning checklist? | Commissioning includes verifying each panel reports correctly in the monitoring platform, checking inverter firmware, confirming production matches the design model on a clear day, and walking us through reading the monitoring app. | We turn it on and leave. |
| Will you pull the solar electrical and structural permits through SJPermits.org? | Yes. We pull the electrical and structural permits through SJPermits.org, itemize the fees in the quote, and schedule the final inspection. | Most solar installs do not need permits in California. |
| If we add a battery later, what permit work is required? | Adding a battery requires a separate electrical permit through SJPermits.org (and a structural permit if installed in conditioned interior space). We explain the inspection requirements per NEC Article 706 and CRC 1207 / R327 fire setback rules. | Battery additions are covered by the original solar permit. |
| How will you confirm the roof structure supports the array? | We perform a structural assessment including rafter sizing, spacing, and condition; for older or unusual roofs we may engage a licensed structural engineer to provide a letter for the permit submittal. | Roofs always handle solar. |
| How will the array meet California fire-setback rules? | We design the array to meet the California Residential Code fire access pathway requirements: ridge setbacks, hip-to-eave pathways, and emergency egress clearances, and we document compliance in the permit submittal. | Fire setbacks are optional. |
| What ongoing maintenance does the system need? | Typical maintenance is light: annual visual inspection, occasional rinse if local dust or pollen reduces production, and inverter firmware updates pushed by the manufacturer. We explain the warranty implications of skipping recommended maintenance. | Solar is install-and-forget; no maintenance ever. |
| What warranties cover the panels, inverter, and labor? | Panels typically carry a 25 year product warranty plus a 25 year linear production warranty; inverters carry 10 to 12 years standard (extendable); we provide a 5 to 10 year labor warranty separately. We document what voids each. | Lifetime warranty on everything. |
| Which circuits will be backed up during an outage, and for how long? | We provide a backup-loads list (refrigerator, internet, lights, HVAC controls, well pump if any), estimate runtime in hours at typical and worst-case usage, and explain whether whole-home or essential-loads backup is recommended. | The battery powers the house. |
| Does my install qualify for SGIP (Self-Generation Incentive Program), and at what tier? | We verify current SGIP budget status before quoting: as of December 31, 2025 the ratepayer-funded General Market, Equity, and Equity Resiliency budgets are closed to new applications, and only the AB 209-funded RSSE (Residential Solar and Storage Equity) tier remains open — and that budget is fully reserved with new applications served via an attrition-based waitlist (selfgenca.com). We document the waitlist position rather than promising a rebate, and we explain that pre-approval is required before equipment is delivered. | SGIP always pays out the maximum amount. |
| What is the battery's usable kWh and continuous inverter power, and how do they relate? | We specify both: kWh determines how long the backup lasts; the inverter's continuous AC output determines what can run at once (refrigerator + lights + maybe HVAC vs everything). | kWh is the only number that matters. |
| Is the battery AC-coupled or DC-coupled with the solar array, and why? | AC-coupled batteries use a separate inverter and are easier to retrofit to existing solar. DC-coupled batteries share an inverter with new solar and are typically more efficient end-to-end. We choose based on whether the solar array is new or existing. | Coupling does not matter. |
| Can we add more battery capacity later, and what are the limits? | Most modern systems support stacking additional units up to a vendor-specified maximum. We document the maximum stack today, what is needed to add capacity later (matching firmware, software update, possible electrical re-work), and whether SGIP can be applied to expansion units. | Buy the biggest battery today; expansion is impossible. |
| What depth-of-discharge limit does the battery use, and how does that affect usable kWh? | We explain the nameplate kWh vs usable kWh: modern LFP batteries reserve very little for cycle life (often 95 to 100 percent of nameplate is usable); older chemistries reserve 10 to 20 percent. We quote usable kWh in the proposal so you can compare like-for-like. | Nameplate kWh is the usable kWh. |
| What is the manufacturer warranty on the battery, and what limits it? | Most residential batteries carry a 10 to 12 year warranty, often paired with a cycle count (e.g. 6,000 to 10,000 cycles) or throughput limit (e.g. 37.8 MWh) - whichever comes first. We provide the spec sheet and explain what voids coverage. | Lifetime warranty; no fine print. |
| Are time-of-use arbitrage cycles counted against the warranty? | Yes. Every charge-discharge cycle counts toward the throughput limit; aggressive daily TOU arbitrage may shorten the years-based warranty window. We model expected cycles per year for your usage pattern. | Cycling does not count against the warranty. |
| How will the battery shift load away from PG&E peak hours? | We program the battery to charge from solar during midday and discharge during the PG&E EV2-A or E-ELEC peak window (typically 4-9pm), saving you the peak-period delta. We tune the schedule for your actual usage and rate plan. | The battery charges and discharges whenever. |
| How does NEM 3.0 change the battery payback? | Under NEM 3.0, export compensation dropped by roughly 75 percent, so self-consumption (using your solar via the battery instead of exporting) is now the primary battery economic driver. We model expected savings under NEM 3.0 with your specific rate plan. | NEM 3.0 has no effect on battery payback. |
| What permits are required for the battery install? | We pull the electrical permit through SJPermits.org. If the battery is installed in conditioned interior space we also pull a structural or building permit per local interpretation. We itemize the fees and schedule the inspection. | Battery installs do not need permits in San Jose. |
| Does an interior battery install need a structural or building permit in San Jose? | It depends on installation location and wall mounting. We confirm with the SJPermits.org plan reviewer whether a building or structural permit is required in addition to the electrical permit, and we document the answer in the quote. | Interior installs never need a building permit. |
| How will the install meet CRC 1207 / R327 fire-setback rules for energy storage? | We design the install per California Residential Code R327 (formerly section 1207): separation from windows, doors, openings into the dwelling, and other batteries; smoke and heat detectors per code; and an exterior wall location where possible. We document compliance in the permit submittal. | Fire setbacks are optional. |
| What is your post-install commissioning checklist? | Commissioning includes verifying battery state-of-charge reporting, testing backup-mode transfer with a simulated outage, walking through the app for backup-only vs TOU modes, and confirming the SGIP system performance metering is functioning if SGIP is part of the project. | We turn it on and leave. |
| Are you an installer certified by the battery manufacturer? | Yes. We provide our certification number for the specific battery brand (Tesla Powerwall, Enphase IQ, LG Chem RESU, FranklinWH, etc.); certification is typically required to preserve full warranty coverage. | Certification does not matter for batteries. |
| Who handles the PG&E interconnection update for the new battery? | We submit the updated PG&E interconnection paperwork to add the battery to your existing or new solar interconnection, and we obtain the updated Permission to Operate before energizing. | PG&E interconnection happens automatically. |
| What panel-side breaker work or interconnection method does the battery require? | We confirm whether the battery interconnects via a back-fed breaker (with sum-of-breakers check per NEC 705.12), a supply-side tap, or a dedicated battery sub-panel; we show the calculation on the permit drawings. | Any spare slot will work. |
General questions for every contractor
| Question | Good response | Bad response |
|---|---|---|
| Does the federal Section 25D residential clean energy credit apply to my installation? | Section 25D expired December 31, 2025 under the One Big Beautiful Bill Act (Public Law 119-21). Installations completed in 2026 or later do not qualify for the 30 percent §25D credit. | You will receive the 30 percent federal credit on your taxes. |
| Does TECH Clean California currently offer a solar incentive? | TECH Clean California primarily targets heat pump HVAC and heat pump water heaters, not standalone solar. We verify current TECH program scope at techcleanca.com before citing any incentive. | TECH covers solar; assume the rebate applies. |
| Are BayREN Home+ rebates available for our solar or solar plus battery project? | BayREN Home+ is primarily a building shell and heat-pump program for Bay Area homeowners; we verify whether a solar or battery incentive is currently active at bayren.org and explain the application path if so. | BayREN always pays out for solar. |
| What is the best next step before signing a solar contract? | Get a written quote with line-item pricing including the design model output (kWh per year), shade analysis, panel and inverter make and model, permit and PG&E interconnection fees, production guarantee terms, and warranty terms. | Sign today to lock in pricing before incentives change. |
| Does the federal Section 25D residential clean energy credit apply to my battery install? | Section 25D expired December 31, 2025 under the One Big Beautiful Bill Act (Public Law 119-21). Battery installations completed in 2026 or later do not qualify for the 30 percent §25D credit. | You will receive the 30 percent federal credit on your taxes. |
| Does HEEHRA or TECH Clean California currently offer a battery incentive? | Neither HEEHRA nor TECH primarily fund residential batteries; SGIP is the main California battery program. We verify current TECH scope at techcleanca.com and HEEHRA status at energy.ca.gov before citing any battery incentive. | HEEHRA covers batteries automatically. |
| Will the quote separate confirmed SGIP incentives from assumed? | Yes. SGIP is marked confirmed only after pre-approval is granted and the funding tier is reserved; we mark the line as assumed in the quote until then and explain the reservation status. | All listed incentives are yours. |
| What is the best next step before signing a battery contract? | Get a written quote with line-item pricing including usable kWh, continuous AC inverter output, AC vs DC coupling, manufacturer warranty terms (years AND cycles AND throughput), labor warranty separately, SJPermits.org permit fees, PG&E interconnection plan, and an honest SGIP workflow: as of December 31, 2025 only the AB 209-funded RSSE budget accepts new applications and it is fully reserved (attrition-based waitlist via selfgenca.com), so the proposal documents the waitlist position rather than promising a rebate. | Sign today to lock in SGIP before funding runs out. |
Good vs reasonable vs bad answers
| Question | Good | Reasonable | Bad |
|---|---|---|---|
| How will you size the solar array for our future electric load (heat pump HVAC, EV, water heater)? | We model expected future usage including planned heat pump, EV miles, and water heater, then size the array to offset that load under NEM 3.0 export economics. | — | We size the system from last year's utility bill only. |
| How does NEM 3.0 change the economics versus older interconnections? | NEM 3.0 cut export compensation by ~75 percent versus NEM 2.0, which makes battery storage important for self-consumption. We model expected savings under NEM 3.0 specifically. | — | NEM 3.0 is the same as NEM 2.0 economically. |
| Is my roof suitable for solar, and what is its remaining lifetime? | We inspect the roof condition, slope, orientation, and shade pattern; we recommend roof replacement first if the roof is near end of life. | — | Any roof works. |
| Which panel and inverter brands do you recommend, and why? | We name the specific panel model (wattage, efficiency, temperature coefficient, degradation curve) and inverter brand (string vs microinverter), explain the tradeoffs for our roof, and provide the manufacturer datasheets. | — | We use whatever is cheapest in stock this month. |
| Will the array use string inverters, microinverters, or DC optimizers, and why? | We choose based on roof shading patterns and orientation: microinverters or optimizers for shaded or multi-orientation roofs, string inverters for unshaded uniform arrays. We explain the cost and monitoring tradeoff. | — | Microinverters are always best. |
| What does the shade analysis show for our roof across the year? | We run a shade analysis tool (HelioScope, Aurora, or similar) using a site survey and roof imagery, and we share the annual production estimate per panel with shade losses called out. | — | Shade is not significant. |
| Do you offer a production guarantee, and how is it enforced? | We offer an annual production guarantee in kWh based on the design model, and we explain the remediation path (true-up payment or system correction) if actual production falls below the threshold. | — | Production guarantees are a marketing gimmick. |
| What monitoring platform comes with the system, and are there subscription fees? | We name the monitoring platform (Enphase Enlighten, SolarEdge mySolarEdge, or similar), describe what data is visible per panel or per string, and disclose any optional or recurring fees. | — | Monitoring is included; do not worry about the details. |
| If we add a battery later, can we still apply for SGIP at that time? | Yes — SGIP applications are tied to the battery install, not the solar install. As of 2026, only the AB 209-funded RSSE (Residential Solar and Storage Equity) tier remains open to new applications, and that budget is fully reserved with new apps on a waitlist served via attrition; ratepayer-funded General Market / Equity / Equity Resiliency budgets are no longer accepting new applications. We verify current SGIP budget status at selfgenca.com when the battery is added and explain that pre-approval is required before equipment is delivered. | — | SGIP only counts if solar and battery are installed together. |
| Does the federal Section 25D residential clean energy credit apply to my installation? | Section 25D expired December 31, 2025 under the One Big Beautiful Bill Act (Public Law 119-21). Installations completed in 2026 or later do not qualify for the 30 percent §25D credit. | — | You will receive the 30 percent federal credit on your taxes. |
| Does TECH Clean California currently offer a solar incentive? | TECH Clean California primarily targets heat pump HVAC and heat pump water heaters, not standalone solar. We verify current TECH program scope at techcleanca.com before citing any incentive. | — | TECH covers solar; assume the rebate applies. |
| Are BayREN Home+ rebates available for our solar or solar plus battery project? | BayREN Home+ is primarily a building shell and heat-pump program for Bay Area homeowners; we verify whether a solar or battery incentive is currently active at bayren.org and explain the application path if so. | — | BayREN always pays out for solar. |
| Who handles the PG&E interconnection paperwork, and what is the typical timeline? | We submit the PG&E interconnection application on your behalf, file the city permits, and coordinate Permission to Operate (PTO). Typical PG&E PTO timelines range from 2 to 6 weeks after the city sign-off; we document the expected window in the quote. | — | Interconnection happens automatically. |
| What is your post-install commissioning checklist? | Commissioning includes verifying each panel reports correctly in the monitoring platform, checking inverter firmware, confirming production matches the design model on a clear day, and walking us through reading the monitoring app. | — | We turn it on and leave. |
| Will you pull the solar electrical and structural permits through SJPermits.org? | Yes. We pull the electrical and structural permits through SJPermits.org, itemize the fees in the quote, and schedule the final inspection. | — | Most solar installs do not need permits in California. |
| If we add a battery later, what permit work is required? | Adding a battery requires a separate electrical permit through SJPermits.org (and a structural permit if installed in conditioned interior space). We explain the inspection requirements per NEC Article 706 and CRC 1207 / R327 fire setback rules. | — | Battery additions are covered by the original solar permit. |
| How will you confirm the roof structure supports the array? | We perform a structural assessment including rafter sizing, spacing, and condition; for older or unusual roofs we may engage a licensed structural engineer to provide a letter for the permit submittal. | — | Roofs always handle solar. |
| How will the array meet California fire-setback rules? | We design the array to meet the California Residential Code fire access pathway requirements: ridge setbacks, hip-to-eave pathways, and emergency egress clearances, and we document compliance in the permit submittal. | — | Fire setbacks are optional. |
| What ongoing maintenance does the system need? | Typical maintenance is light: annual visual inspection, occasional rinse if local dust or pollen reduces production, and inverter firmware updates pushed by the manufacturer. We explain the warranty implications of skipping recommended maintenance. | — | Solar is install-and-forget; no maintenance ever. |
| What warranties cover the panels, inverter, and labor? | Panels typically carry a 25 year product warranty plus a 25 year linear production warranty; inverters carry 10 to 12 years standard (extendable); we provide a 5 to 10 year labor warranty separately. We document what voids each. | — | Lifetime warranty on everything. |
| What is the best next step before signing a solar contract? | Get a written quote with line-item pricing including the design model output (kWh per year), shade analysis, panel and inverter make and model, permit and PG&E interconnection fees, production guarantee terms, and warranty terms. | — | Sign today to lock in pricing before incentives change. |
| Which circuits will be backed up during an outage, and for how long? | We provide a backup-loads list (refrigerator, internet, lights, HVAC controls, well pump if any), estimate runtime in hours at typical and worst-case usage, and explain whether whole-home or essential-loads backup is recommended. | — | The battery powers the house. |
| Does my install qualify for SGIP (Self-Generation Incentive Program), and at what tier? | We verify current SGIP budget status before quoting: as of December 31, 2025 the ratepayer-funded General Market, Equity, and Equity Resiliency budgets are closed to new applications, and only the AB 209-funded RSSE (Residential Solar and Storage Equity) tier remains open — and that budget is fully reserved with new applications served via an attrition-based waitlist (selfgenca.com). We document the waitlist position rather than promising a rebate, and we explain that pre-approval is required before equipment is delivered. | — | SGIP always pays out the maximum amount. |
| What is the battery's usable kWh and continuous inverter power, and how do they relate? | We specify both: kWh determines how long the backup lasts; the inverter's continuous AC output determines what can run at once (refrigerator + lights + maybe HVAC vs everything). | — | kWh is the only number that matters. |
| Is the battery AC-coupled or DC-coupled with the solar array, and why? | AC-coupled batteries use a separate inverter and are easier to retrofit to existing solar. DC-coupled batteries share an inverter with new solar and are typically more efficient end-to-end. We choose based on whether the solar array is new or existing. | — | Coupling does not matter. |
| Can we add more battery capacity later, and what are the limits? | Most modern systems support stacking additional units up to a vendor-specified maximum. We document the maximum stack today, what is needed to add capacity later (matching firmware, software update, possible electrical re-work), and whether SGIP can be applied to expansion units. | — | Buy the biggest battery today; expansion is impossible. |
| What depth-of-discharge limit does the battery use, and how does that affect usable kWh? | We explain the nameplate kWh vs usable kWh: modern LFP batteries reserve very little for cycle life (often 95 to 100 percent of nameplate is usable); older chemistries reserve 10 to 20 percent. We quote usable kWh in the proposal so you can compare like-for-like. | — | Nameplate kWh is the usable kWh. |
| What is the manufacturer warranty on the battery, and what limits it? | Most residential batteries carry a 10 to 12 year warranty, often paired with a cycle count (e.g. 6,000 to 10,000 cycles) or throughput limit (e.g. 37.8 MWh) - whichever comes first. We provide the spec sheet and explain what voids coverage. | — | Lifetime warranty; no fine print. |
| Are time-of-use arbitrage cycles counted against the warranty? | Yes. Every charge-discharge cycle counts toward the throughput limit; aggressive daily TOU arbitrage may shorten the years-based warranty window. We model expected cycles per year for your usage pattern. | — | Cycling does not count against the warranty. |
| How will the battery shift load away from PG&E peak hours? | We program the battery to charge from solar during midday and discharge during the PG&E EV2-A or E-ELEC peak window (typically 4-9pm), saving you the peak-period delta. We tune the schedule for your actual usage and rate plan. | — | The battery charges and discharges whenever. |
| How does NEM 3.0 change the battery payback? | Under NEM 3.0, export compensation dropped by roughly 75 percent, so self-consumption (using your solar via the battery instead of exporting) is now the primary battery economic driver. We model expected savings under NEM 3.0 with your specific rate plan. | — | NEM 3.0 has no effect on battery payback. |
| What permits are required for the battery install? | We pull the electrical permit through SJPermits.org. If the battery is installed in conditioned interior space we also pull a structural or building permit per local interpretation. We itemize the fees and schedule the inspection. | — | Battery installs do not need permits in San Jose. |
| Does an interior battery install need a structural or building permit in San Jose? | It depends on installation location and wall mounting. We confirm with the SJPermits.org plan reviewer whether a building or structural permit is required in addition to the electrical permit, and we document the answer in the quote. | — | Interior installs never need a building permit. |
| How will the install meet CRC 1207 / R327 fire-setback rules for energy storage? | We design the install per California Residential Code R327 (formerly section 1207): separation from windows, doors, openings into the dwelling, and other batteries; smoke and heat detectors per code; and an exterior wall location where possible. We document compliance in the permit submittal. | — | Fire setbacks are optional. |
| What is your post-install commissioning checklist? | Commissioning includes verifying battery state-of-charge reporting, testing backup-mode transfer with a simulated outage, walking through the app for backup-only vs TOU modes, and confirming the SGIP system performance metering is functioning if SGIP is part of the project. | — | We turn it on and leave. |
| Are you an installer certified by the battery manufacturer? | Yes. We provide our certification number for the specific battery brand (Tesla Powerwall, Enphase IQ, LG Chem RESU, FranklinWH, etc.); certification is typically required to preserve full warranty coverage. | — | Certification does not matter for batteries. |
| Who handles the PG&E interconnection update for the new battery? | We submit the updated PG&E interconnection paperwork to add the battery to your existing or new solar interconnection, and we obtain the updated Permission to Operate before energizing. | — | PG&E interconnection happens automatically. |
| What panel-side breaker work or interconnection method does the battery require? | We confirm whether the battery interconnects via a back-fed breaker (with sum-of-breakers check per NEC 705.12), a supply-side tap, or a dedicated battery sub-panel; we show the calculation on the permit drawings. | — | Any spare slot will work. |
| Does the federal Section 25D residential clean energy credit apply to my battery install? | Section 25D expired December 31, 2025 under the One Big Beautiful Bill Act (Public Law 119-21). Battery installations completed in 2026 or later do not qualify for the 30 percent §25D credit. | — | You will receive the 30 percent federal credit on your taxes. |
| Does HEEHRA or TECH Clean California currently offer a battery incentive? | Neither HEEHRA nor TECH primarily fund residential batteries; SGIP is the main California battery program. We verify current TECH scope at techcleanca.com and HEEHRA status at energy.ca.gov before citing any battery incentive. | — | HEEHRA covers batteries automatically. |
| Will the quote separate confirmed SGIP incentives from assumed? | Yes. SGIP is marked confirmed only after pre-approval is granted and the funding tier is reserved; we mark the line as assumed in the quote until then and explain the reservation status. | — | All listed incentives are yours. |
| What is the best next step before signing a battery contract? | Get a written quote with line-item pricing including usable kWh, continuous AC inverter output, AC vs DC coupling, manufacturer warranty terms (years AND cycles AND throughput), labor warranty separately, SJPermits.org permit fees, PG&E interconnection plan, and an honest SGIP workflow: as of December 31, 2025 only the AB 209-funded RSSE budget accepts new applications and it is fully reserved (attrition-based waitlist via selfgenca.com), so the proposal documents the waitlist position rather than promising a rebate. | — | Sign today to lock in SGIP before funding runs out. |
Green flags, reasonable caveats, red flags
Green flags
- NEM 3.0 export economics modeled explicitly with self-consumption strategy
- Backup-loads list with runtime estimates included
- Current SGIP budget status verified at selfgenca.com before quoting: ratepayer-funded General Market / Equity / Equity Resiliency budgets are no longer accepting new applications; only AB 209-funded RSSE remains open and is fully reserved with new applications on a waitlist served via attrition. RSSE waitlist application submitted for income-qualified solar plus battery customers; waitlist position documented
- CRC 1207 / R327 fire setback compliance confirmed for battery location
- Battery warranty in years AND cycles AND throughput, labor warranty separately
Reasonable caveats
- Final sizing depends on roof assessment and shade analysis
- SGIP RSSE waitlist position may shift over time as cancelled projects free attrition slots
- Battery runtime estimates depend on actual load patterns during outage
Red flags
- Sizes solar from last year's utility bill only without future-load model
- Promises whole-home backup without inverter sizing analysis
- Pitches SGIP General Market, Equity, or Equity Resiliency tiers without verifying that those budgets are no longer accepting new applications as of 2026
- Skips structural permit when battery is installed in conditioned space
Quote checklist
Check every item before signing.
Required
Optional but recommended
Quote comparison worksheet
Print this and fill in by hand, or capture quotes side-by-side as you receive them.
| Line item | Contractor 1 | Contractor 2 | Contractor 3 |
|---|---|---|---|
| Quote models future load (heat pump, EV, water heater) for sizing, not just past consumption. (required) | |||
| Quote uses NEM 3.0 export rates and explicitly notes the change from NEM 2.0. (required) | |||
| Quote includes roof condition assessment with remaining lifetime estimate. (required) | |||
| Quote specifies panel and inverter brand, wattage, efficiency, and warranty. (required) | |||
| Quote includes a shading analysis and string or microinverter design notes. (required) | |||
| Quote states the production guarantee (kWh/year) and how it is enforced. | |||
| Quote names the monitoring platform and any subscription cost. | |||
| Quote names who pulls SJPermits.org electrical and structural permits and itemizes fees. (required) | |||
| Quote names who handles PG&E interconnection paperwork. (required) | |||
| Quote separates confirmed incentives from assumed with reservation status. (required) | |||
| Quote states usable kWh (not just nameplate) and continuous AC inverter output. (required) | |||
| Quote includes a backup-loads list with runtime estimates. (required) | |||
| Quote states whether the battery is AC-coupled or DC-coupled with the solar array. (required) | |||
| Quote states current SGIP budget status (as of 2026, ratepayer-funded General Market / Equity / Equity Resiliency budgets are no longer accepting new applications; only AB 209-funded RSSE remains open and that budget is fully reserved with new apps on a waitlist served via attrition) and any RSSE waitlist application reference if pursued. (required) | |||
| Quote confirms compliance with CRC 1207 / R327 fire setback rules for the chosen install location. (required) | |||
| Quote specifies battery warranty (years, cycles, throughput) and labor warranty separately. (required) | |||
| Quote names the SJPermits.org electrical permit (and structural permit if applicable) and who pulls them. (required) | |||
| Quote names the battery monitoring platform and any user-side controls (time-of-use scheduling, backup-mode toggle). | |||
| Quote names who handles PG&E interconnection updates for the battery. (required) | |||
| Quote explains the SGIP RSSE waitlist application workflow and timeline before equipment is delivered (RSSE is the only SGIP tier accepting new applications as of 2026, and its budget is fully reserved with new apps on a waitlist served via attrition). |
Incentive verification worksheet
| Program | Amount | Eligibility | Pre-approval? | Confidence | Verified | Source |
|---|---|---|---|---|---|---|
| Section 25D Residential Clean Energy Credit (solar PV) | Expired Dec 31, 2025. For 2023–2025: 30% of total installed cost, no cap. | EXPIRED: This federal credit ended Dec 31, 2025 under the One Big Beautiful Bill Act (Public Law 119-21, signed July 4, 2025). Expenditures made after Dec 31, 2025 do not qualify — for §25D, the IRS treats the expenditure date as the date the installation is placed in service (completed), not the date of payment. A homeowner who paid a deposit in 2025 but whose system was placed in service in 2026 does not qualify. For installations placed in service during 2023–2025, the credit applied to solar PV systems supplying electricity to a U.S. residential dwelling used by the taxpayer as a residence (principal residence not required; second homes qualified; rentals not occupied by the taxpayer did not qualify), satisfying applicable fire and electrical codes, with installation costs included in the credit basis. The credit was nonrefundable with carryforward. Homeowners with eligible 2025 placed-in-service installations may still claim the credit on their 2025 federal tax return. Verify with a qualified tax professional. | Verify | high | 2026-05-30 | Internal Revenue Service, Internal Revenue Service, ENERGY STAR (EPA/DOE) |
| Section 25D Residential Clean Energy Credit (battery storage) | Expired Dec 31, 2025. For 2023–2025: 30% of total installed cost, no cap (battery capacity at least 3 kWh). | EXPIRED: This federal credit ended Dec 31, 2025 under the One Big Beautiful Bill Act (Public Law 119-21, signed July 4, 2025). Expenditures made after Dec 31, 2025 do not qualify — for §25D, the IRS treats the expenditure date as the date the installation is placed in service (completed), not the date of payment. A homeowner who paid a deposit in 2025 but whose system was placed in service in 2026 does not qualify. For installations placed in service during 2023–2025, the credit applied to battery storage systems with a rated capacity of at least 3 kilowatt-hours installed in a U.S. home used by the taxpayer as a residence (existing homes and new construction; principal residence not required; rentals not occupied by the taxpayer did not qualify). Standalone batteries (not paired with solar) were explicitly eligible from Jan 1, 2023 onward. The credit was nonrefundable with carryforward. Homeowners with eligible 2025 placed-in-service installations may still claim the credit on their 2025 federal tax return. Verify with a qualified tax professional. | Verify | high | 2026-05-30 | Internal Revenue Service, Internal Revenue Service, ENERGY STAR (EPA/DOE) |
| California Self-Generation Incentive Program (SGIP) — residential battery storage | As of 2026-06-08, only the Residential Solar and Storage Equity (RSSE) AB 209 budget remains open for new applications, and that budget is fully reserved — new applications are placed on a waitlist served through attrition of cancelled projects. Per-kWh rates by tier (for context — only RSSE accepts new apps in 2026): RSSE $1,100/kWh storage + $3,100/kW solar; Equity Resiliency $1,000/kWh; Equity $850/kWh; San Joaquin Valley Residential $1,100/kWh; Small Residential Storage / General Market $150/kWh. Per-project totals depend on installed battery capacity (kWh) and tier eligibility. | Administered by the California Public Utilities Commission (CPUC) and delivered through utility program administrators (PG&E, Center for Sustainable Energy / SDG&E territory, SoCalGas, SCE; LADWP customers are not eligible). Budget status as of 2026-06-08: per SGIP program administrator (CSE / sgipsd.org), 'as of December 31, 2025, all new application submissions are strictly available to the Residential Solar and Storage Equity (RSSE) AB 209 budget. At this time, all available RSSE AB 209 funding has been reserved.' New RSSE applications are placed on a waitlist in order received and funded through attrition of cancelled projects. The ratepayer-funded General Market, Equity, and Equity Resiliency budgets are not accepting new applications. Tier rates for reference (applicable to reservations made while budgets were open): (1) Residential Solar and Storage Equity (RSSE) — $1,100/kWh storage plus $3,100/kW solar; low-income residential customers; AB 209-funded; reservation window opened June 2, 2025. (2) Equity Resiliency — $1,000/kWh; IOU residential customers in high fire-threat districts and/or medical baseline / income-qualified. (3) Equity — $850/kWh; income-qualified IOU residential customers. (4) San Joaquin Valley Residential — $1,100/kWh; PG&E and SCE pilot footprint. (5) Small Residential Storage / General Market — $150/kWh. Reservations require a one-year completion window and enrollment in a qualified Demand Response program. Tier eligibility, income documentation, HFTD-tier residency, and budget-availability status must be verified against the current SGIP Handbook and the customer's utility administrator before any contractor work begins. | Yes | high | 2026-06-08 | California Public Utilities Commission (CPUC) |
| California Net Billing Tariff (NEM 3.0) — solar export compensation framework | Policy framework, not a direct rebate. Excess solar generation exported to the grid is compensated at a rate reflecting the time-varying grid value of that generation (Avoided Cost Calculator methodology), rather than at the retail electricity rate that NEM 2.0 used. Net export compensation under the Net Billing Tariff is typically materially lower than under NEM 2.0; pairing solar with battery storage may materially affect project economics under this framework. | POLICY IN EFFECT — NOT A REBATE: The Net Billing Tariff (NBT), commonly called 'NEM 3.0,' is the current Net Energy Metering framework for new residential solar interconnections in California, adopted by CPUC Decision 22-12-056 and effective for applications submitted on or after 2023-04-15. It applies to new customer-generator interconnections in the three large investor-owned utility territories: Pacific Gas and Electric (PG&E), Southern California Edison (SCE), and San Diego Gas & Electric (SDG&E). LADWP and other publicly owned utilities operate their own net-metering tariffs and are not covered by NBT. Under NBT, onsite solar generation first offsets the customer's own consumption; excess generation exported to the grid is compensated at a time-varying export rate based on the grid's avoided cost rather than the retail rate. Existing NEM 1.0 / NEM 2.0 customers are generally grandfathered under the legacy tariff for a defined period from their original interconnection date — verify against the customer's utility for the legacy term. Homeowners considering new residential solar in PG&E / SCE / SDG&E territory should model project economics specifically under NBT, with and without paired battery storage, before signing a contract. | Interconnection application required, not a financial preapproval. | high | 2026-05-30 | California Public Utilities Commission (CPUC) |
Permit verification worksheet
| Permit | Jurisdiction | Applies to | Confidence | Verified | Source |
|---|---|---|---|---|---|
| Electrical + building permit | city | Solar Panels | medium | 2026-05-31 | City of San Jose, City of San Jose |
| Electrical + building permit | city | Battery Storage | medium | 2026-05-31 | City of San Jose, City of San Jose |