CPUC R.20-08-020 SGIP queue 412 MW SAM.gov 19 new RFPs PG&E B-19 +6.4%

The intelligence layer for behind-the-meter distributed generation.

Real-time CPUC, SGIP, SAM.gov, EDGAR, and tariff data — synthesized weekly into a single, citation-grade brief for fuel-cell, solar, storage, and microgrid teams.

From this week’s issue · April 28, 2026

What our subscribers read this morning

Coverage

What every issue covers

Six recurring sections, every Tuesday at 06:00 PT. Each item linked to a primary source. No paraphrased press releases.

01 / Markets

Deal flow

New BTM contracts, EPC awards, and PPAs disclosed in the past seven days — with size, counterparty, and structure where public.

02 / Policy

Regulatory dockets

CPUC, CEC, CAISO, and FERC filings filtered to BTM-relevant proceedings. Comment deadlines, ALJ rulings, and proposed decisions.

03 / Programs

Deployment velocity

SGIP queue movement, IRA Section 48 guidance, NEM-3 and successor tariff impacts, plus territory-by-territory hosting capacity.

04 / Capital

Capital markets

Tax-equity prints, debt facilities, infrastructure-fund commitments. EDGAR-sourced. Sized and structured for diligence.

05 / Tariffs

Tariff changes

PG&E B-6, B-19, B-20, E-19, A-10; SMUD GS-T, GS-N. Demand-charge and time-of-use shifts, with backsolved BTM payback deltas.

06 / Calendar

Forward calendar

Comment deadlines, RFP closes, IPO road shows, and conference dates — the next 90 days, in one screen.

Paid tiers

Beyond the weekly brief

For teams running active diligence: search the full corpus, set Slack alerts on counterparties and dockets, and integrate the Bcal Intel API directly into your data room.

Search & Alerts

$500/month

For analysts and associates running on-demand BTM diligence.

  • Full archive search (3-year corpus)
  • 5 saved keyword alerts
  • CSV export of any result set
  • Email digest of new matches
  • Slack & Teams integration
  • Q&A API access
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Q&A API & Sync

$5,000/month

For funds and OEMs integrating Bcal Intel into internal data rooms and dashboards.

  • Everything in Watchlists & Slack
  • Cited Q&A API (rate-limited)
  • Daily JSON sync to S3 / Snowflake
  • SOC 2 attestation on request
  • Named analyst contact
  • Custom coverage requests
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Who reads it

Built for teams that already know the difference between a B-19 and a B-20.

Infrastructure funds Growth equity OEMs EPCs Lenders Hyperscalers

VC / growth-equity analyst

Tracking BTM startups, deployment velocity, and unit-economics signals. Uses Bcal Intel to size markets and pressure-test management decks.

Infrastructure fund — deal team

Diligencing 20–50 MW BTM portfolios. Needs SGIP queue position, tariff exposure, and counterparty financial health in one place.

OEM corp dev

Watching competitor bookings, channel partner moves, and policy that shifts the net-import economics on their own platform.

EPC pipeline manager

Building a 12-month bid pipeline. Filters SAM.gov, DOE, and CEC RFPs by region and capacity. Watches IRA Section 48 guidance.

Lender / structured finance

Underwriting BTM project debt. Uses tariff-change and SGIP-budget signals to stress-test cash-flow models.

Customer-side energy team

Hospital, university, data-center, and industrial energy managers evaluating BTM under PG&E and SMUD. Needs unbiased program intelligence.

Methodology

Citation, not narration.

Every claim in every issue cites a source URL — CPUC docket cards, SGIP Stats Tool exports, SAM.gov solicitation IDs, EDGAR filings, OpenEI URDB tariff records. Our agent operates under a hallucination protocol: if retrieval evidence is absent, the claim is dropped. A human editor reviews every issue before it goes out, and the source list is reproduced at the foot of each section.

Read the full methodology →  ·  Browse all data sources →

FAQ

Questions we get from analysts and PMs.

Is The DG Wire actually free, or is this a freemium funnel?

It is genuinely free. The Wire is a weekly editorial product. The paid tiers exist for teams that need search, alerts, and API access on top of the editorial — not gated content.

How do you avoid hallucinations in an AI-generated brief?

Two layers. First, the agent is constrained to retrieval-grounded outputs — it refuses to assert claims without a cited URL. Second, a human editor reviews every issue and rejects anything that fails the citation check. The methodology page describes the pipeline in detail.

What geography do you cover?

Primary coverage is California — PG&E, SMUD, and SCE behind-the-meter. Federal feeds (SAM.gov, EDGAR, FERC, IRS) are nationwide. We expand to additional ISOs as subscriber demand justifies, with NYISO and ERCOT next on the list.

Why not just use a Google alert?

Google alerts surface news articles. Bcal Intel surfaces primary documents — the actual CPUC ruling, the actual SGIP queue update, the actual 10-Q line item — and synthesizes them with the context of the prior 18 months of dockets. The difference is the difference between a press release and a diligence memo.

Can I cancel a paid plan?

Yes, monthly plans cancel at the next billing cycle. Annual plans are refundable pro rata in the first 30 days.

Who is behind this?

Bcal Intel is published by Bcal Energy, a behind-the-meter fuel-cell developer in California. We built the intelligence stack for our own deal pipeline, then opened it to the rest of the industry.

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