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Understanding Your Haven Energy Project Documents

When you move forward with your solar and battery installation project, you may encounter several documents that help keep your project on track and compliant with utility and incentive program requirements. 

Each document plays a specific role in moving your project forward, and our team manages the details, deadlines, and submissions on your behalf. You’ll only be asked to sign when something needs your approval or authorization. Here’s a quick guide to what each document means and why it matters:
 

Service Agreement Documents

Haven Energy Service Agreement

This is your main contract with Haven Energy. It outlines the scope of work, system design, pricing, payment schedule, warranties, and installation terms. Signing this agreement officially authorizes Haven to begin your project.

Participation Agreement with a CCA or Utility

If your project is part of a program offered through your local Community Choice Aggregator (CCA) or utility — such as a Demand Response or battery incentive program — you may be asked to sign a Participation Agreement. This document confirms your enrollment in the program and outlines the terms of participation, including how your system may share stored energy back to the grid, what benefits or incentives you’ll receive, and any ongoing program requirements. Haven will guide you through the agreement and handle the coordination with the CCA or utility to ensure your enrollment is seamless.

Consumer Protection Disclosure (e.g. CPUC, CALSSA)

This document ensures you understand your rights and protections as a customer when purchasing or installing a solar and battery system. It outlines key terms such as cancellation rights, warranties, and responsibilities of both you and Haven Energy. Signing confirms that you’ve reviewed the information and that Haven is committed to transparency and fair business practices throughout your project.

Design + Installation Documents

Plan Set

This is a detailed set of engineering drawings showing your system’s design — including equipment layout, electrical schematics, and compliance with building codes. You’ll typically review and sign to confirm accuracy before permitting and installation.

Change Order

If project details change after your initial agreement (for example, equipment updates, additional work, or pricing adjustments), a Change Order documents and authorizes those revisions.

Utility Documents

Interconnection Agreement

This agreement is between you and your utility. It gives permission for your solar and/or battery system to connect to the electric grid. The utility reviews and must approve this before your system can be energized.

Utility Authorization Letter for Haven

This form authorizes Haven to access your utility account information — such as usage history and rate details — to properly design your system and apply for interconnection or incentives on your behalf.

Relationship Attestation Letter

Some utilities require this document to verify that Haven Energy is your authorized representative for the project. It allows Haven to communicate directly with the utility about your interconnection and project status.

SGIP (Self-Generation Incentive Program) Documents

Household Income Summary Form

This form is used to verify eligibility for income-based incentives, such as certain Self-Generation Incentive Program (SGIP) tiers. It collects basic information about your household size and income range — not detailed financial documents — and helps determine whether you qualify for additional funding support. Haven manages the submission of this form securely and only uses it for incentive purposes.

Reservation Request Form (RRF) 

This application form is used to reserve funds from California’s SGIP program, which provides financial incentives for installing battery storage systems. Signing allows Haven to submit the application on your behalf.

Incentive Claim Form

After installation, this form finalizes your SGIP incentive payment. It confirms that the project was completed as proposed and allows Haven to submit all required documentation to the program administrator.