snem paired storage walkthrough for: …...if the applicant prefers that correspondence meant for...

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SNEM Paired Storage Walkthrough

For: www.egi-pge.com

Electric Grid Interconnection

1-18-2019

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Table of Contents 1. Walkthrough Goals ....................................................................................................................................................................................................................................................................................................................................................................... 3

I. Login .............................................................................................................................................................................................................................................................................................................................................................................................. 4

II. Starting a New Application ........................................................................................................................................................................................................................................................................................................................................................... 5

III. Program Details - Selecting the correct Program and Sub-Program ....................................................................................................................................................................................................................................................................................... 6

IV. Facility and Account Information ............................................................................................................................................................................................................................................................................................................................................. 7

V. Project Contact Info ...................................................................................................................................................................................................................................................................................................................................................................... 8

V.1. Customer and Generating Facility Information – Generating Facility Account Information ................................................................................................................................................................................................................................................... 8

V.2. Customer and Generating Facility Information ....................................................................................................................................................................................................................................................................................................................... 9

V.3. Customer and Generating Facility Information – Contractor Information ............................................................................................................................................................................................................................................................................ 10

V.4. Customer and Generating Facility Information – Authorized Contact Information .............................................................................................................................................................................................................................................................. 11

VI. Export ...................................................................................................................................................................................................................................................................................................................................................................................... 12

VI.1. Export Information – Interconnection Service Requirements + Power Export + Secondary Networks ................................................................................................................................................................................................................................. 12

VII. Equipment ............................................................................................................................................................................................................................................................................................................................................................................... 13

VII.1. Equipment Details - New Generating Facility. ................................................................................................................................................................................................................................................................................................................... 13

i. Equipment Selection – 1 of 2 ...................................................................................................................................................................................................................................................................................................................................................... 14

ii. Equipment Selection – 2 of 2 ...................................................................................................................................................................................................................................................................................................................................................... 15

iii. Power Module Selection – 1 of 2 ............................................................................................................................................................................................................................................................................................................................................... 16

............................................................................................................................................................................................................................................................................................................................................................................................................. 17

iv. Power Module Selection – 2 of 2 ............................................................................................................................................................................................................................................................................................................................................... 17

v. AC Disconnect Selection ............................................................................................................................................................................................................................................................................................................................................................. 18

VII.2. Equipment Details - Physical Change to Existing Facility. ................................................................................................................................................................................................................................................................................................. 19

VIII. Customer Sector - Lineside Tap and Warranty ...................................................................................................................................................................................................................................................................................................................... 23

IX. NEM Aggregation - NEM Aggregation + Customer Name Variation ..................................................................................................................................................................................................................................................................................... 24

X. Document Upload ....................................................................................................................................................................................................................................................................................................................................................................... 27

XI. Review - Application Review .................................................................................................................................................................................................................................................................................................................................................. 28

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1. Walkthrough Goals This document provides a walkthrough for the submission of applications for Standard NEM Paired Storage (SNEM-PS) generation projects. More specifically, this document will provide guidance for two application scenarios:

1. Existing Standard NEM (SNEM) photovoltaic projects adding battery storage as part of an interconnection application 2. New Standard NEM Paired Storage (SNEM-PS) projects where both PV and storage are requesting interconnection at the same time

For any additional questions associated with this application process, please call the PG&E Solar Customer Service Center at 1-877-743-4112 or e-mail EGI at [email protected]. Sincerely, The PG&E Interconnection Team

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I. Login

If you are a new user, please select the register button. Otherwise, click the Login button to the right of the Register button which will open the prompt above. Please input your username and password and click Sign In. If you forget your username or password, please click the applicable button on the prompt and follow the directions to retrieve the relevant information.

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II. Starting a New Application

To begin a new application, click the START NEW APPLICATION button. To access the existing applications that have not yet been completed, click the My Projects button from left hand column of menu choices.

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III. Program Details - Selecting the correct Program and Sub-Program

Click the yellow arrow button (>) for additional details of Standard NEM (with Modifications and/or Energy Storage) and NEM Other.

Steps 1. Select “Standard NEM (with Modifications or

Energy Storage)” as the Program type. 2. Select “Standard NEM with Energy Storage” as

the Sub-Program.

• NOTE: For projects with multiple meters on the same or adjacent properties that will be aggregated, select “Standard NEM Aggregation with Energy Storage” as the Sub-Program selection.

3. Select whether the generating system was self-installed (i.e. installed by the Customer) or installed by a licensed contractor.

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IV. Facility and Account Information

Review your most recent PG&E Energy Statement to locate your 10-Digit electric service agreement ID and Meter Number. Note: Since some accounts can have multiple electric services (electric service agreement IDs), please ensure that you identify the correct combination.

4. Facility Selection A. If the project has NO existing generation, then

select New Generating Facility. B. If the project has existing generation in place

and is modifying that existing generation or adding new generation, select Physical Change to Existing Facility.

5. Account Considerations

• Select the appropriate Energy Service Provider (DA/CCA/None) o For more information on Direct Access

please review this link. o For more information on CCA’s please

review this link.

• Input the Electric Service Agreement Number and Electric Badge (Meter) Number associated with the facility where the generation has been installed or is being installed.

Click SAVE AND CONTINUE once you have inputted the relevant information.

NOTE: Electric Service Agreement Number (Service Agreement ID/SAID) and Badge Number (Meter #) are located on your bill in the “Electric Charges” section. Please review the bill screenshot on the left for assistance.

https://www.pge.com/en_US/residential/customer-service/other-services/alternative-energy-providers/direct-access/direct-access.page

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V. Project Contact Info V.1. Customer and Generating Facility Information – Generating Facility Account Information

The Electric Service Agreement Number AND Electric Badge (Meter #) you provided on the previous screen will retrieve the PG&E account information and auto-populate it on this screen.

Please review the information on this screen to confirm that the portal has retrieved the correct information. If there are any discrepancies, please contact the Solar Customer Service Center for assistance.

RECOMMENDATION: To ensure accurate tracking of your project, please input a unique project name. This name will be used to refer to the generating facility during discussions and emails with PG&E project staff.

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V.2. Customer and Generating Facility Information

To streamline the application process, the portal allows for pre-populated contact information to be selected from a drop-down menu. To access the menu, click the drop-down menu. Select the appropriate contact information for the customer. It is recommended that the Customer’s email address be provided so that approval to operate the system (PTO) can immediately be sent via email. For more information on the options, please see below.

If the applicant prefers that correspondence relating to this project be sent to:

A. the address where the generator is located,

select Facility Street Address. This address is where the generating facility is located.

B. the address used for creation of this account,

select Me (Use Login Info).

C. any other physical or email address, select Other and manually fill in the customer contact information.

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V.3. Customer and Generating Facility Information – Contractor Information

As described above, select the appropriate contact information for the contractor. For more information on the options, please see below.

A. If the customer is also the contractor, select the Customer from the menu. In this scenario, the customer has or will self-install the system and is serving as the contractor.

B. If the person submitting this application is the contractor or contractor representative, select me (Use Login Info). The system will use the details used in the creation of the login of the account.

C. If the applicant prefers that correspondence meant for the contractor be sent to any other physical or email address, please select Other and manually fill in the customer contact information

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V.4. Customer and Generating Facility Information – Authorized Contact Information

As described above, select the appropriate contact information for the Authorized Contact. The authorized contact is a person authorized to make decisions relating to the generation project. They may be different than the contracting company who installed the system. For more information on the options, please see below.

• If the Customer and the Authorized contact are the same person, then select Customer. In this scenario, PG&E will reach out to the customer with questions or decisions associated with the project.

• If the customer has given the Contractor the authorization to act on their behalf, select the Contractor from the drop down. In this scenario, PG&E will reach out to the contractor with questions or decisions associated with the project.

• If the Applicant has been given the authorization to act on the customer’s behalf, select Me (Use Login Info). In this scenario PG&E will reach out to the contact used to create the portal login.

• If the applicant prefers that correspondence meant for the Authorized Contact be sent to any other physical or email address, select Other and manually fill in the customer contact information.

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VI. Export VI.1. Export Information – Interconnection Service Requirements + Power Export + Secondary Networks

If the generating project can use its existing service as its interconnection to the PG&E grid, please select Existing Service. Note: This is the most common selection.

Enter the project’s:

1. Generation Nameplate Export (kW). This value should be the maximum possible export that the facility could export assuming that there is little to no customer load.

2. Maximum Expected Facility Net Export (kW) value. This expected export value that will be sent back to the Grid after first service all customer load.

If the installation is on a secondary network in San Francisco or Oakland, the portal will automatically notify you with either “yes” or “No”. For more information on Secondary Networks, please visit this link.

Click SAVE AND CONTINUE

https://www.pge.com/en_US/for-our-business-partners/interconnection-renewables/energy-transmission-and-storage/secondary-networks/secondary-networks.page?ctx=business.

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VII. Equipment VII.1. Equipment Details - New Generating Facility.

Progression of Equipment Information Collection The Equipment section details the makeup of the generation system installed at the site.

• Pages 14 – 19 detail equipment addition for New Generating Facilities.

• NOTE: Projects that are adding to existing facilities should skip to page 17 as their process will be slightly different than a new generator. However, the details for each field are provided in Pages 14-19 and should be reviewed before skipping to page 17.

The equipment page consists of 3 different sections, because it is designed to refer to the different parts of the generating facility. Depending on the architecture of the generation project, each generating facility can be made up of one or multiple systems, power modules or AC disconnects:

• System: This represents the portion of the generating facility which develops energy prior to the inverter (e.g. solar panels). If your project has multiple types of panels, submit each of them separately using the ADD SYSTEM button.

• Power Module: This device takes the energy created in the system and transforms it into a form that can be used by the grid (e.g. inverters).

• AC Disconnect: This device allows your project’s generation to be isolated from the PG&E grid without interrupting service to your facility or residence.

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i. Equipment Selection – 1 of 2

Program

Tech Type

Generator Type

Fuel Type

Generator Size

Is this a backup generator?

Manufacturer

Select SNEM Paired storage program. No other selections are allowable as we selected Paired Storage on the Program Details page.

Select the appropriate Tech Type for the system. If your project has multiple Tech Types add each one as a different system using the ADD SYSTEM button. NOTE: If the solar and storage have their own inverters, there should be at least two generators, one with Tech Type “Solar PV” and one with Tech Type “Storage”

Select the appropriate generator type for the selected system. If the solar and storage have their own inverters, both generator types should be “Inverter-External”. If the storage that shares the same inverter as the PV, select “Inverter-Inverter-Incorporated” for the storage. To add multiple generators, use the ADD SYSTEM button.

Select the appropriate Fuel Type for the system.

Select the appropriate generator size. For the purposes of this walk-through, the total solar or wind generators are limited less than or equal to 30 kW (PV CEC-AC). The maximum storage size is 10kW. IMPORTANT: For solar/wind greater than 30kW and/or storage greater than 10kW, NEM Multi-tariff should be the program selected on the first page. In such a case, return to the Program page and start over.

Select if generator is capable of being a back-up generator, meaning that the generator is capable of operating in the event of a power outage.

Select the Manufacturer from the drop-down list. If multiple manufacturer or model inverter types are used, add each type by clicking the ADD SYSTEM button. If the Manufacturer of your system is not available from the drop-down list, click the check-box and continue.

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ii. Equipment Selection – 2 of 2

Model

Software Version, Quantity, Nameplate Rating (kW), Invertor Efficiency and Output Voltage Rating

Phase

Power Factor, Power Factor Adjustment Max, and Power Factor Adjustment Min

A list of models that meet the minimum criteria for interconnection are available in the drop-down list. If multiple manufacturer/model inverter types are used, add each new type by clicking the ADD SYSTEM button.

Enter the software version from the device data sheet or manufacturer.

Enter quantity of Inverters.

In most cases, the Nameplate Rating (kW), Inverter Efficiency, and Output Voltage Rating will be auto-populated. If not, input the data from the product’s datasheet or manufacturer.

Select whether the system will output single-phase power or three-phase power. If the inverter is set at 240V, it is likely exporting with single-phase power.

Enter Power Factor, Power Factor Adjustment Max, and Power Factor Adjustment Min from the product’s datasheet or manufacturer. Most inverter based systems utilize a Power Factor of 1.00. Note: Total Gen (kW) is calculated based on the data input throughout the System section and is not user modifiable.

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iii. Power Module Selection – 1 of 2

SECTION: Equipment. ❖ SUB-SECTION: Equipment Details. For the following where a drop-down menu option is available select from the choices … for Power Module … Tech Type …

Generator Type …

Fuel Type

Click check-box – Enter Manufacturer Not in List

Manufacturer

Model

Tech Type

Generator Type

Fuel Type

Manufacturer

Model

Select the appropriate Tech Type for the power module. If your project has multiple power module Tech Types, add each one using the ADD POWER MODULE button.

Select the appropriate Generator Type for the selected power module. If your project has multiple generators types, add each one as a different power module using the ADD POWER MODULE button.

Select the appropriate Fuel Type for the power module.

Select the Manufacturer from the drop-down list. If multiple manufacturer or model inverter types are used, add each type by clicking the ADD POWER MODULE button. If the Manufacturer of your power module is not available from the drop-down list, click the check-box and continue.

A list of models that meet the minimum criteria for interconnection are available in the drop-down list. If multiple manufacturer/model are used, add each new type by clicking the ADD POWER MODULE button.

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iv. Power Module Selection – 2 of 2

SECTION: Equipment. ❖ SUB-SECTION: Equipment Details. For the following where a drop-down menu option is available select from the choices … for Power Module … Tech Type …

Generator Type …

Fuel Type

Click check-box – Enter Manufacturer Not in List

Manufacturer

Model

Software Version, Quantity, Inverter Efficiency, PTC Rating, Nameplate Rating (kW)

Enter the software version from the device data sheet or manufacturer.

If multiple types of power modules were used in this project, add each new one via the ADD POWER MODULE button.

Enter the quantity.

In most cases, the Inverter Efficiency, PTC Rating, and Nameplate Rating (kW) will be auto-populated. If not, input the data from the product’s datasheet or manufacturer. Note: Total Gen (kW) is calculated based on the data input throughout the System section and is not user modifiable.

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v. AC Disconnect Selection

Click the button … Save and Continue

Manufacturer

Model

Quantity

Select the Manufacturer of your systems AC Disconnect from the drop-down menus.

A list of models that meet the minimum criteria for interconnection are available in the drop-down list.

Input the Quantity of AC Disconnects. The rating of the AC Disconnect will be auto-populated. If it is not auto-populated, it can be found on the product specification sheet or directly from the manufacturer. Note: If multiple kinds of AC Disconnects were used in this project, add each new one via the ADD AC DISCONNECT button.

Click the SAVE AND CONTINUE button after all equipment details have been entered.

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VII.2. Equipment Details - Physical Change to Existing Facility.

If your project is an existing generating facility to which you are adding battery storage or solar PV, then the portal will retrieve the generating equipment from PG&E’s database. If the portal fails to retrieve the existing generating equipment, please enter the existing generators. Pages 21 – 23 will illustrate which information is imported from the database and what additional data is required to complete the application.

Note: For more information on what the information in these tables represents please review pages 14 – 19.

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Please select the appropriate Program (Paired Storage), Generator Size (less than 30 kW), Backup Generator, Software Version and Phase of the generating system. Please consult the manufacturers information sheet or contact the manufacturer to determine and input the software version for the system (if applicable). Indicate whether the system is part of a backup generator.

System: This represents the portion of the generating facility which develops energy prior to the inverter (e.g. solar panels). If your project has multiple types of panels, submit each of them separately using the ADD SYSTEM button.

For more information on the details of system form, please consult pages 14 – 16 of this guide.

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Please consult the manufacturers information sheet or contact the manufacturer to determine and input the Software Version for the power module.

Power Module: This device takes the energy created in the system and transforms it into a form that can be used by the grid (e.g. inverters).

For more information on the details of the power module, please consult pages 17 and 18 of this guide.

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If an additional AC Disconnect is included as a part of this modification to an existing generating facility, please select the Manufacturer, Model, and Quantity for the AC Disconnect. For more information on the details in this section, please consult page 19 of this guide.

Click the SAVE AND CONTINUE button after all equipment details have been entered.

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VIII. Customer Sector - Lineside Tap and Warranty

A Lineside Tap is normally used when there is insufficient space in the customer’s existing panel (i.e. all of the breakers are occupied). In such a case, there may be an option to interconnect after the PG&E revenue meter but ahead of the customer’s main panel. Note: Most residential projects do not have line side taps. If your project has a Lineside Tap, select yes. If not, select no. Warranty Your project must be certified to operate for 10 years. Choose whether your project has:

• A warranty of at least 10 years that has been provided on all equipment and on its installation;

• A 10-year service warranty or executed agreement ensuring proper maintenance and continued system performance has been provided.

Click SAVE AND CONTINUE

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IX. NEM Aggregation - NEM Aggregation + Customer Name Variation

If your project has NEM aggregation, you will encounter this page. 6

Note: If your project is not a NEM Aggregation project, you will not encounter this step.

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If your project has NEM aggregation, you will encounter this page. Much like the equipment screen you can add the accounts you would like to aggregate. 6

Input the account data of the meters you would like to aggregate together. You can add additional accounts by clicking the ADD button.

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Enter values for Total Annual kWh and Estimated Annual kWh Solar. These values represent the total project aggregation values. Please note that boxes with grey values are calculated based on your inputs and are not editable. Note: If you know or expect the name of the owner of a parcel to be different than the name you are submitting through this form, please use the ADD NAME VARIATION button. Click SAVE AND CONTINUE

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X. Document Upload

Please use this page to upload the relevant documents needed for PG&E to review your project. This includes

• the project’s Single Line Drawing,

• Site Plans,

• Line Tap Variance Letter (if applicable),

• Variance Photos (if applicable) and

• the Interconnection Agreement. If you need to add additional documents, click the Add Another Document checkbox. This will open another line of additional documentation. Please remember that files have a 10MB size limit. Click SAVE AND CONTINUE Note: If your project applied for NEM Aggregation, then additional data such as the NEM Aggregation Spreadsheet, Parcel Map and NEM Aggregation spreadsheet will be required.

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XI. Review - Application Review

Please Review the details of your application and verify that the information is correct. NOTE: It is much easier to update the information at this step then it is to do so after the application has been submitted. To edit any of the data on the Review page, click the applicable blue chevron (page) at the top of the page. IMPORTANT: Once an application has been submitted you cannot edit it through the portal.

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You can review the documents without going back to the Document Upload section by clicking the view buttons in the Review form. Once you are ready to submit your application to PG&E, click the SUBMIT button.

snem paired storage walkthrough for: …...if the applicant prefers that correspondence meant for...

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