LMSI Program Steps

Program Steps

Prior to first customer visit:
- Coordinate with Pacific Gas and Electric Company (PG&E) Account Manager - exchange contact info
- Prepare and/or complete the following: Form 1A and 1B access agreements, 3P authorization form, and safety sheet
Meet with PG&E Account Manager and Decision-maker (customer):
- Identify uncommitted projects
- Ensure that parties understand the capital investment process
- Identify existing technical consultants and/or completed energy efficiency studies
- Customer completes access agreements and authorization form
- Perform plant walk-through, focusing first on energy efficiency measures of interest to the customer
- Define the scope of studies
Conduct studies and prepare reports at no cost to the customer
Customer completes form 2 commitment aggreement. Pertinent project reports and information are sent to PG&E for review.
The customer may begin to proceed with implementing the proposed measure.
LMSI engineers assist with project implementation - project management, sourcing contractors/suppliers, etc.
Upon project completion, LMSI will audit the installation and verify the savings. A representative from PG&E may be in attendance.
Customer signs Form 3 Completion Agreement. Post-install project reports and information is sent to PG&E for review and approval.
Upon approval of the PIIP report, the incentive process begins.
Customer recieves incentive check from LMSI.

Lockheed Martin Services, Inc.
275 Battery St. San Francisco, CA 94111 ∙ Suite 750
Phone 415-402-0406 ∙ Fax 415-402-0613
www.lmsi-pge.com ∙ info@lmsi-pge.com


	Program Steps Prior to first customer visit: Coordinate with Pacific Gas and Electric Company (PG&E) Account Manager - exchange contact info Prepare and/or complete the following: Form 1A and 1B access agreements, 3P authorization form, and safety sheet Meet with PG&E Account Manager and Decision-maker (customer): Identify uncommitted projects Ensure that parties understand the capital investment process Identify existing technical consultants and/or completed energy efficiency studies Customer completes access agreements and authorization form Perform plant walk-through, focusing first on energy efficiency measures of interest to the customer Define the scope of studies Conduct studies and prepare reports at no cost to the customer Customer completes form 2 commitment aggreement. Pertinent project reports and information are sent to PG&E for review. The customer may begin to proceed with implementing the proposed measure. LMSI engineers assist with project implementation - project management, sourcing contractors/suppliers, etc. Upon project completion, LMSI will audit the installation and verify the savings. A representative from PG&E may be in attendance. Customer signs Form 3 Completion Agreement. Post-install project reports and information is sent to PG&E for review and approval. Upon approval of the PIIP report, the incentive process begins. Customer recieves incentive check from LMSI. Lockheed Martin Services, Inc. 275 Battery St. San Francisco, CA 94111 ∙ Suite 750 Phone 415-402-0406 ∙ Fax 415-402-0613 www.lmsi-pge.com ∙ info@lmsi-pge.com “PG&E” refers to Pacific Gas and Electric Company, a subsidiary of PG&E Corporation. © 2010 Pacific Gas and Electric Company. All rights reserved.