Wow, thanks for pointing out all of the additional information at Tesla Support! I see that they've answered many of the questions that we've had on TMC over the last year.
The bottom line is that Tesla has designed the Powerwall to be compliant with the requirements of the Federal ITC for US customers, and with the requirements of SGIP for California customers. I was considering the possibility of not claiming the ITC and charging our soon-to-be-installed Powerwalls from the grid during "super off peak" hours. But we might as well claim the ITC.
Given the active role that Tesla plays in the permitting, approval, and maintenance of each customer-owned Powerwall, I can appreciate that it's in Tesla's interest to maintain compliance at each customer site. It also means that the IRS is less likely to raise concerns and/or conduct audits related to the use of the ITC.
In the future, once products like the Powerwall have gained greater acceptance, perhaps Tesla may allow its customers a bit more flexibility. They'd probably want a signed (and perhaps notarized) agreement from each US customer opting out of the ITC.