CollaboratingwithUtilities toMeetUnderservedCommunityNeeds AGuidetoEquitableCommercialSolarandSolar+StorageDeployment November2023 Authors&Acknowledgments AuthorsErifiliDraklellisRachelGoldRobertoZanchi Authorslistedalphabetically.AllauthorsarefromRMIunlessotherwisenoted. Contacts ErifiliDraklellis(edraklellis@rmi.org),RachelGold(rgold@rmi.org) CopyrightsandCitations ErifiliDraklellis,RachelGold,RobertoZanchi,CollaboratingwithUtilitiestoMeetUnderservedCommunityNeeds:AGuidetoEquitableCommercialSolarandSolar+StorageDeployment,RMI,2023,https://www.rmi.org/insight/collaborating-with-utilities-to-meet-underserved-community-needs/ RMIvaluescollaborationandaimstoacceleratetheenergytransitionthroughsharingknowledgeandinsights.Wethereforeallowinterestedpartiestoreference,share,andciteourworkthroughtheCreativeCommonsCCBY-SA4.0license.https://creativecommons.org/licenses/by-sa/4.0/. Disclaimer ThisworkwasauthoredbyRMIunderSubcontractNo.SUB-2022-10051aspartoftheSolarEnergyInnovationNetwork(SEIN).SEINisacollaborativeresearcheffortadministeredbytheNationalRenewableEnergyLaboratoryunderContractNo.DE-AC36-08GO28308fundedbytheUSDepartmentofEnergy’s(DOE)OfficeofEnergyEfficiencyandRenewableEnergySolarEnergyTechnologiesOffice.TheviewsexpressedhereindonotnecessarilyrepresenttheviewsofAllianceforSustainableEnergy,LLC,theDOE,ortheUSGovernment. AboutRMI RMIisanindependentnonprofit,foundedin1982asRockyMountainInstitute,thattransformsglobalenergysystemsthroughmarket-drivensolutionstoalignwitha1.5°Cfutureandsecureaclean,prosperous,zero-carbonfutureforall.Weworkintheworld’smostcriticalgeographiesandengagebusinesses,policymakers,communities,andNGOstoidentifyandscaleenergysysteminterventionsthatwillcutgreenhousegasemissionsatleast50percentby2030.RMIhasofficesinBasaltandBoulder,Colorado;NewYorkCity;Oakland,California;Washington,D.C.;andBeijing. AboutSEIN SEINseekstoovercomebarrierstosolaradoptionbyconnectingteamsofstakeholdersthatarepioneeringnewideaswiththeresourcestheyneedtosucceed.TeamsthatparticipateinSEINreceivedirectfundingandanalyticalsupportfromUSDepartmentofEnergynationallaboratoriesandparticipateinpeer-to-peerlearningwithotherteamstacklingsimilarchallenges. Theseteamsaredevelopinganddocumentingtheirsolutionsforsolaradoptionwithscaleinmind,sothatotherscanadaptthosesolutionstotheirowncontexts.Ultimately,thetrueimpactoftheseteams’effortswillbetoenableawidearrayofcommunitiestoadoptsolarsolutionsthatmeettheirneedsintheircontexts. SEINisfundedbytheUSDepartmentofEnergySolarEnergyTechnologiesOfficeandisledbytheNationalRenewableEnergyLaboratory(NREL). TableofContents ExecutiveSummary1 Introduction4 NavigatingThisReport6 ExploringSolarandSolar+Storage:UseCasesandStakeholderRoles7 FourUseCasesforSolarandSolar+Storage7 UseCase1:SolarforBillSavings8 UseCase2:Solar+StorageforBillSavings10 UseCase3:Solar+StorageMicrogridforOutageSurvivability13 UseCase4:Solar+StorageMicrogridforCommunityResilience14 StakeholderRolesinCommercialSolarandSolar+StorageUseCases17 SupportiveUtilityOfferings19 GuidelinesforEffectiveCollaborationbetweenUtilitiesandCommunity-BasedOrganizations:MeetingYourCommunity’sNeedsthroughCollaboration21 Why:TheValueofCommunity-UtilityCollaborationtoMeetCommunityNeeds21 What:CommunityNeedsCanBegintoBeAddressedbyCommercialSolarandSolar+StorageMicrogrids22 How:CommunityOrganizationsCanPrepareforConversationswithUtilitiestoDriveProgramstoMeetCommunityNeeds24 OptionsForAdaptingUtilityProgramstoMeetCommunityNeeds33 Conclusion37 AppendixA:BenefitsandChallengesofSolarandSolar+Storage38 BenefitsofSolarandSolar+StorageforBillSavings38 ChallengeswithSolarandSolar+StorageforBillSavings39 BenefitsofSolar+StorageMicrogridforOutageSurvivabilityandCommunityResilience40 ChallengeswithSolar+StorageMicrogridforOutageSurvivabilityandCommunityResilience41 AppendixB:SupportiveUtilityOfferings43 RebatesandGrants44 CompensationandRates46 FinancingArrangements49 TechnicalSupportandInfrastructure50 AppendixC:AvailableFederalFinancingOpportunities52 AppendixD:Non-TechnicalGlossary53 AppendixE:TechnicalGlossary54 Endnotes57 ExecutiveSummary Introduction Underservedcommunities,particularlyneighborhoodsofBlack,Indigenous,andPeopleofColor(BIPOC)andlow-andmoderate-income(LMI)households,grapplewithheightenedenergychallengesincludingrisingcosts,poweroutages,andbarrierstoaccessenergyefficiencyservices.Theseissuesmaybeaggravatedbysignificantenergyburdens,evidencedbyalargeportionofincomedevotedtoenergycostsandextendedrecoverytimespostelectricalgriddisruptions. Aspartofaholisticstrategytoaddresstheenergyinequitiesfacedbythesecommunities,thisreportofferscommunityorganizationsatoolforaccessingcleanenergyprograms,namelycommercial-scalesolarandsolar-plus-storage(solar+storage)programs.Thereport: 1.Providesanoverviewofthepotentialtypesofprogramsutilitiesmayoffertohelpmeetcommunityneeds, 2.Offerspracticalguidanceforeffectivecollaborationbetweencommunityorganizationsandutilities,and 3.Aimstofacilitatetheenhancementofutilityprogramsthroughcommunityinputandfeedback. Tot