NET METERING APPLICATION

---

UTILITY INFORMATION

Electric Utility: [________________________________]

Service Territory: [________________________________]

Application Date: [__/__/____]

Application Number: [________________________________] (utility use)

---

SECTION 1: CUSTOMER INFORMATION

1.1 Customer/Account Holder

Name: [________________________________]

Mailing Address: [________________________________]

City, State, ZIP: [________________________________]

Phone: [________________________________]

Email: [________________________________]

Utility Account Number: [________________________________]

Meter Number: [________________________________]

1.2 Customer Type

☐ Residential

☐ Small Commercial (< [____] kW demand)

☐ Large Commercial

☐ Industrial

☐ Agricultural

☐ Government/Municipal

☐ Non-Profit

☐ School/Educational Institution

☐ Other: [________________________________]

1.3 Service Address (if different from mailing)

Address: [________________________________]

City, State, ZIP: [________________________________]

County: [________________________________]

1.4 Property Ownership

☐ Customer owns the property

☐ Customer leases/rents the property

☐ If leasing, landlord consent attached? ☐ Yes ☐ No

Landlord Name (if applicable): [________________________________]

---

SECTION 2: GENERATING FACILITY INFORMATION

2.1 System Type

☐ Solar Photovoltaic (PV)

☐ Wind

☐ Micro-Hydro

☐ Fuel Cell

☐ Combined Heat and Power (CHP)

☐ Battery Storage (paired with generation)

☐ Other: [________________________________]

2.2 System Specifications

Parameter	Value
System Nameplate Capacity (DC)	[________] kW
System AC Output Rating	[________] kW
Inverter Capacity (AC)	[________] kW
Number of Panels/Units	[________]
Panel/Unit Manufacturer	[________________________________]
Panel/Unit Model	[________________________________]
Inverter Manufacturer	[________________________________]
Inverter Model	[________________________________]

2.3 System Location

☐ Rooftop

☐ Ground-mounted

☐ Carport/Parking structure

☐ Building-integrated

☐ Other: [________________________________]

Orientation (Azimuth): [________] degrees

Tilt Angle: [________] degrees

2.4 Estimated Production

Estimated Annual Production: [________] kWh

Estimated Monthly Production:

Month	Estimated kWh
January	[________]
February	[________]
March	[________]
April	[________]
May	[________]
June	[________]
July	[________]
August	[________]
September	[________]
October	[________]
November	[________]
December	[________]

2.5 System Sizing

Customer's Average Annual Consumption: [________] kWh

Percentage of Load Offset: [________]%

☐ System is sized to offset 100% or less of customer's annual load

☐ System exceeds customer's annual load (if permitted by utility)

---

SECTION 3: INTERCONNECTION TYPE

3.1 Service Voltage

Voltage at Service Entrance: [________] V

Phase Configuration:

☐ Single-phase, 120/240V

☐ Three-phase, 120/208V

☐ Three-phase, 277/480V

☐ Other: [________________________________]

3.2 Interconnection Level

☐ Level 1 (Simplified): Inverter-based, ≤ 25 kW (or state limit)

☐ Level 2 (Fast Track): ≤ 2 MW (or state limit), certified equipment

☐ Level 3 (Study Required): Larger systems requiring engineering review

☐ Level 4: Larger systems requiring detailed studies

3.3 Inverter Certification

☐ Inverter is UL 1741 listed

☐ Inverter is UL 1741 SA (smart inverter) listed

☐ Inverter complies with IEEE 1547

☐ Inverter complies with IEEE 1547-2018 (updated standard)

UL File Number: [________________________________]

3.4 Anti-Islanding Protection

☐ Inverter includes anti-islanding protection per IEEE 1547

☐ External anti-islanding device installed

---

SECTION 4: METERING ARRANGEMENT

4.1 Metering Type Requested

☐ Single Bi-Directional Meter: Measures net energy flow

☐ Dual Meters: Separate meters for consumption and generation

☐ Time-of-Use Net Metering: TOU rate structure

☐ Virtual Net Metering: Credits applied to multiple accounts

☐ Aggregate Net Metering: Multiple meters on same property

☐ Community Solar/Shared Renewables: (if applicable)

4.2 Existing Meter Information

Current Meter Number: [________________________________]

Current Meter Type: [________________________________]

Current Rate Schedule: [________________________________]

4.3 Meter Upgrade Requirements

☐ No meter upgrade required

☐ Bi-directional meter required (utility to install)

☐ Smart meter required (utility to install)

☐ Additional meter required

Meter upgrade cost responsibility:

☐ Customer ☐ Utility ☐ Shared

---

SECTION 5: CONTRACTOR/INSTALLER INFORMATION

5.1 Installing Contractor

Company Name: [________________________________]

Contact Person: [________________________________]

Address: [________________________________]

City, State, ZIP: [________________________________]

Phone: [________________________________]

Email: [________________________________]

5.2 Contractor Credentials

State Contractor License No.: [________________________________]

Electrical Contractor License No.: [________________________________]

☐ NABCEP Certified

NABCEP Certification No. (if applicable): [________________________________]

5.3 Electrician Information (if different)

Licensed Electrician Name: [________________________________]

Electrician License No.: [________________________________]

---

SECTION 6: TIMELINE

6.1 Project Schedule

Milestone	Estimated Date
Application Submitted	[__/__/____]
Utility Approval Received	[__/__/____]
Permits Obtained	[__/__/____]
Installation Start	[__/__/____]
Installation Complete	[__/__/____]
Final Inspection	[__/__/____]
Permission to Operate	[__/__/____]

6.2 System Status

☐ System not yet installed

☐ System installed, awaiting inspection

☐ System installed and inspected, awaiting utility approval

☐ Existing system (capacity increase or modification)

---

SECTION 7: REQUIRED DOCUMENTS

7.1 Attachment Checklist

Please attach the following documents:

☐ Site plan/layout drawing showing system location

☐ Single-line electrical diagram

☐ Equipment specification sheets (panels and inverter)

☐ Proof of UL 1741 listing for inverter

☐ Manufacturer's installation manual (if requested)

☐ Proof of property ownership or landlord consent

☐ Copy of most recent electric bill

☐ Contractor license documentation

☐ Insurance certificate (if required)

☐ Building permit (when obtained)

☐ Electrical permit (when obtained)

☐ HOA approval (if applicable)

☐ Interconnection agreement (if separate from application)

☐ Other: [________________________________]

7.2 Technical Drawings Required

Single-Line Diagram must show:

☐ All generating equipment

☐ Inverter(s) with ratings

☐ AC disconnect switch (lockable, visible, accessible)

☐ Meter location

☐ Main service panel

☐ Point of interconnection

☐ Grounding

---

SECTION 8: FEES

8.1 Application Fees

Fee Type	Amount	Paid
Application/Processing Fee	$[________]	☐
Interconnection Study Fee (if required)	$[________]	☐
Meter Installation/Upgrade Fee	$[________]	☐
Inspection Fee	$[________]	☐
Other: [________________]	$[________]	☐
Total Fees	$[________]

8.2 Payment Method

☐ Check enclosed (payable to: [________________________________])

☐ Credit card

☐ Add to utility bill

☐ Other: [________________________________]

---

SECTION 9: TERMS AND CONDITIONS

9.1 Net Metering Terms

By signing this application, Customer agrees to:

☐ Comply with all utility interconnection requirements

☐ Maintain the generating facility in safe operating condition

☐ Allow utility access for inspection and maintenance

☐ Notify utility before making changes to the system

☐ Maintain liability insurance (minimum $[________] if required)

☐ Comply with all applicable codes, permits, and regulations

☐ Not operate the system until receiving Permission to Operate

9.2 Credit and Compensation Terms

☐ Excess generation will be credited at: [________________________________]

☐ Credits will roll over: ☐ Monthly ☐ Annually

☐ Annual true-up date: [________________________________]

☐ Credits expire: ☐ Never ☐ Annually ☐ Other: [________________]

9.3 Rate Schedule

☐ Customer will remain on current rate schedule: [________________________________]

☐ Customer will transfer to net metering rate schedule: [________________________________]

☐ Time-of-Use rates apply: ☐ Yes ☐ No

9.4 Renewable Energy Certificates (RECs)

☐ Customer retains all RECs generated

☐ RECs are transferred to utility

☐ REC ownership as specified by program rules

---

SECTION 10: SAFETY REQUIREMENTS

10.1 Disconnect Switch Requirements

☐ AC disconnect switch is installed

☐ Disconnect is lockable

☐ Disconnect is visible and accessible to utility personnel

☐ Disconnect is located: [________________________________]

☐ Disconnect is labeled per utility requirements

10.2 Labeling Requirements

The following labels/placards are installed:

☐ Main service panel warning label ("Warning: Dual Power Source")

☐ AC disconnect label

☐ Inverter label

☐ Point of interconnection label

☐ Meter socket label (if required)

10.3 Emergency Procedures

☐ Customer understands emergency shutdown procedures

☐ Emergency contact information provided to utility

---

SECTION 11: CERTIFICATIONS

11.1 Customer Certification

I, the undersigned, certify that:

☐ I am the customer of record for the utility account listed above

☐ I am the owner of the property or have landlord consent

☐ The information provided in this application is true and accurate

☐ I have read and agree to the terms and conditions of net metering

☐ I understand that I cannot operate the system until I receive written Permission to Operate from the utility

☐ I authorize the utility to access my premises to inspect the generating facility

☐ I will comply with all applicable laws, codes, and regulations

11.2 Contractor Certification

I, the undersigned contractor, certify that:

☐ I am properly licensed to perform this installation

☐ The system will be installed per manufacturer specifications

☐ The system will comply with all applicable codes and standards

☐ Equipment meets UL and IEEE standards as required

☐ The information provided is true and accurate

---

SECTION 12: SIGNATURES

Customer Signature

By signing below, I certify that I have read and understand this application and agree to the terms and conditions.

Customer Signature: [________________________________]

Printed Name: [________________________________]

Date: [__/__/____]

Co-Owner/Spouse Signature (if required)

Co-Owner Signature: [________________________________]

Printed Name: [________________________________]

Date: [__/__/____]

Contractor Signature

Contractor Signature: [________________________________]

Printed Name: [________________________________]

Company: [________________________________]

License Number: [________________________________]

Date: [__/__/____]

---

SECTION 13: UTILITY USE ONLY

13.1 Application Review

Application Received: [__/__/____]

Application Complete: ☐ Yes ☐ No

Deficiencies Noted: [________________________________]

Reviewed By: [________________________________]

Review Date: [__/__/____]

13.2 Technical Review

Engineering Review Required: ☐ Yes ☐ No

Study Required: ☐ None ☐ Supplemental ☐ System Impact ☐ Facilities

Transformer Capacity Adequate: ☐ Yes ☐ No

Secondary/Service Adequate: ☐ Yes ☐ No

Upgrades Required: [________________________________]

Reviewed By: [________________________________]

Review Date: [__/__/____]

13.3 Approval

Application Status:

☐ Approved

☐ Approved with Conditions: [________________________________]

☐ Denied - Reason: [________________________________]

☐ Additional Information Required

Approved By: [________________________________]

Approval Date: [__/__/____]

13.4 Metering

Meter Installed: ☐ Yes ☐ No

Meter Number: [________________________________]

Meter Type: [________________________________]

Installation Date: [__/__/____]

13.5 Permission to Operate

Final Inspection Date: [__/__/____]

Inspector: [________________________________]

Permission to Operate Issued: [__/__/____]

Effective Net Metering Date: [__/__/____]

---

STATE-SPECIFIC NOTES

California:
- NEM 3.0 rules apply for new installations
- Net Billing Tariff rates based on avoided cost
- Must apply through utility's online portal

New York:
- Value of Distributed Energy Resources (VDER) program
- Value Stack compensation methodology
- Community Distributed Generation options available

Texas:
- Net metering not mandatory statewide
- Rules vary by retail electric provider
- Check with specific REP for requirements

Florida:
- Net metering available up to 2 MW
- Credits at full retail rate
- Monthly netting with annual true-up

---

SUBMISSION INSTRUCTIONS

Submit completed application to:

[Utility Name]

[Net Metering Department]

[Address]

[City, State ZIP]

Or submit online at: [________________________________]

Or email to: [________________________________]

Questions? Contact:

Phone: [________________________________]

Email: [________________________________]

---

This Net Metering Application template is provided for informational purposes only. Net metering rules, rates, and requirements vary significantly by state and utility. Contact your utility for specific application requirements and current program rules.