PG&E Paired-Storage Interconnection Webinar

March 29, 2019

These slides are current as of March 29, 2019. Also, while PG&E strives to beaccurate about the material presented in these slides, if there is any discrepancy between these slides and PG&E’s tariffs, PG&E’s tariffs control.

Welcome

Justin StarksNet Energy Metering Program Manager

Safety

• Contact Emergency Services

• CPR Certified

• Retrieve AED

• Emergency Exits

• Assembly Points

• Earthquake: Duck, Cover, and Hold

• Active Shooter: Get out, hide out, take out, call out

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Agenda

Topic Presenter

Welcome, Safety, Agenda, Ground Rules 9:00 Justin StarksGas Clearance Requirements 9:10 Eric LarsonRecent/Upcoming IT Enhancements (ACE-IT) + Update on New Construction Process

9:30 Nadim Virani

Line Side Tap Variance Review Process 10:10 Albert PhamBreak 10:30 --SNEM-Paired Storage (Storage <= 10kW) Process 10:40 Robert ChanNEM-MT & NEMA Greenfield Forms and process + NGOM Costs and timelines

11:10 Ryan Manzana

VNEM Forms and process + NGOM Costs and timelines

11:30 Ricky Pang

Final Q&A 11:50 --Closing 11:55 Justin Starks

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Ground Rules

• We are glad that you could attend this morning to familiarize yourselves with the process, costs, and timelines associated with NEM-Paired Storage configurations and Net Generation Output Metering (NGOMs)

• With so much content, a fixed time to get through it all, and many participants, please take note of the following ground rules:

1. Be fully engaged! Try your best not to multi-task.

2. Your phones will automatically be muted. Please keep them muted unless otherwise

directed.

3. Please hold your questions until after the presenter finishes their presentation

4. Please keep the questions general and not project-specific. That way, the response

will benefit all the participants.

5. The slide deck will be sent out after the presentation

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Gas Clearance Requirements

Eric LarsonGas Methods & Procedures Specialist, Expert

Meter Set Clearance Requirements

Greenbook Section 2 Figure 2-19

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Green Book Section 2 –Clearances from Sources of Ignition

1. The regulator vent must not terminate near any sources of ignition or openings into the building. • The regulator vent must be a minimum distance of 36 inches from sources of ignition and openings into

the building. This area extends 10 feet above the highest regulator vent and 36 inches below the lowest regulator vent and 12 inches beyond the farthest PG&E meter-set equipment.

2. Electrical devices or equipment including wires, cables, metering equipment must not be installed within the clearance area.

3. All new electric panel locations are subject to utility approval and must comply with the applicable code requirements.

• Greenbook Section 5.4.4 provides working space requirements in front of the electric meter panel. The working space permits access to the equipment and provides a safe working environment for personnel.

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IT Enhancements (ACE-IT) + Update on New Construction ProcessNadim ViraniSupervisor, EGI Operations

Desired Functionality Improvements

• Recent Improvements

• Online Payments ($145 NEM Application Fee)

• Account Lookup

• Equipment Lookup

• Project Status

• Upcoming Improvements

• Enterprise level accounts for installers

• NEM Consumer Protection Decision

• NEM Paired Storage Pre-Approved Single Line Drawings

• Rule 21 OIR WG 1 Decision

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Line Side Tap Review Process

Albert PhamMetering Engineer, Senior

Line Side Tap Process

1. Variance request is submitted for a proposed tie-in between the utility meter and main breaker

2. Submittal includes a single line diagram and photos of the entire service panel

• Photo is marked up showing the proposed tie-in location and wire routing

Customer’s Section

Utility Sections

Location of tap in customer’s section

Wire routing through customer’s section

Utility Section

Location of tap

Customer’s Section

Wire routing

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Line Side Tap Process (Cont.)

• Variance reviewer confirms the following:

1. Single line diagram

A line side tap is shown between the meter and main

A fused disconnect is installed between the tap connection and source of generation

2. Photos

Tie-in and wire routing is in the customer’s section

Tie-in is between the meter and main

• Variance is passed if the single line and photos are consistent and photos confirm tie-in location and wire routing are in the customer’s section

• A passed variance triggers a physical inspection to verify the tie-in was done as shown on the approved proposal

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Desk Reviews & Physical Inspection

• Desk reviews eliminate unauthorized installations in PG&E sections

1. Incorrect tap locations are found

2. Prevents developer re-work

3. Conductors routed through PG&E sections

4. Compartment barriers moved or completely removed

5. Proposed generation exceeding the utility service rating for the equipment

• Physical inspections confirm the tie-in is as shown on the approved desk review

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SNEM-Paired Storage (Storage <=10kW) Process

Robert ChanSupervisor, EGI Operations

Shared Inverter (DC-Coupled) Separate Inverters (AC-Coupled)

PV Energy Storage Loads

Inverter5 kW

M

PV Energy Storage Loads

Inverter5 kW

M

Inverter6 KW

NEM and Storage Paired System Configurations

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Shared Inverter (DC-Coupled) Separate Inverters (AC-Coupled)

PV Energy Storage Loads

Inverter5 kW

M

PV Energy Storage Loads

Inverter5 kW

M

Inverter6 KW

Important Note: Currently working to provide another interconnection path for large DC-coupled NEM Paired Storage systems.

Energy Storage Gross Inverter Nameplate NGOM Non-Export Relay

> 10 KW Yes Yes

NEM and Storage Paired System Configurations

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Focus Area Common Deficiency Best Practice

Application • Discrepancies with Customer information

• Have customer provide most recentPG&E account information, Customer can obtain info by:

• Energy Statement• Logging into their PG&E web

account• Call 800-743-5000

Application/Single Line Diagram

• Make, model, quantity of AC Disconnect, Inverter(s), and/or PV modules not listed or differs from application or single-line diagram

• Ensure that single-line and application information match, including make, model, and quantity of equipment

• Existing system is not identified on application and/or Single Line Diagram

• Identify the make, model, and quantity of the existing system on the application and single-line diagram

• Inverter voltage does not match voltage of service • Verify the voltage of the service and inverter

Smart Inverter • Inverter is not on CEC approved Smart Inverter List • Select a Smart Inverter from CEC Certified inverter List

Storage with Integrated Inverter

• Storage with integrated Smart Inverters do not list the certification

• Provide cut sheet that lists Smart Inverter certification

• Request manufacturer to list Smart Inverter certification

Application Planning/Studies Tender Contract Implementation Inspection/Close

Application Phase

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Focus Area Common Deficiency Best Practice

Single Line Diagram

• Point of interconnection selected not shown or incorrectly labeled on single-line diagram

• Clearly identify point of interconnection in relation to main breaker

• Single Line Diagram depiction of Line Side Tap shown in utility section

• Provide photos of customer panel with:

• Proposed Point of Interconnection (POI)

• Wire routing

NOTE: POI and wires cannot be in utility sealed section

• Single Line Diagram missing meter number and service address

• Include electric meter number and service address

Application Planning/Studies Tender Contract Implementation Inspection/Close

Application Phase (Cont.)

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Common Deficiency Best Practice

• Discrepancies with Customer information on Interconnection Agreement

• Have customer provide most recent PG&E account information, Customer can obtain info by:

• Energy Statement• Logging into their PG&E web account• Call 800-743-5000

• Selected ineligible rate schedule

• Select applicable time-of-use rate• Visit www.pge.com/rates• To enroll in an Electric Vehicle (EV) rate, customer

must apply for (EV) rate separately

• Interconnection Agreement (IA) signed by someone other than the PG&E Customer of Record

• Ensure Interconnection Agreement is signed by Customer of Record

• New Customer signature and date missing when there are changes made to a previously signed Interconnection Agreement

• Provide a new Customer signature and date to show that the Interconnection Customer has reviewed and agreed to the changes made

Planning/Studies Implementation Inspection/Close

Tender Contract Phase

Tender ContractApplication

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• Interconnection Agreements (IA) for NEM-Paired Storage ProjectsA. Solar/Wind <=30 kW (PV CEC-AC) and Storage <= 10 kW (Inverter

Nameplate)• Form 79-1193 (Existing NEM 1 system adding storage)• Form 79-1193-02 (NEM 2 with storage)

B. Other projects with Storage > 10 kW (Inverter Nameplate)• Form 79-1069 (Existing NEM 1 system adding storage)• Form 79-1069-02 (NEM 2 with storage)• Note: These IAs should be tendered by PG&E after the Engineering

study has been completed and sent to the Applicant for signature. Applicants should not submit their own Forms 79-1069 or Form 79-1069-02.

Interconnection Agreement

Interconnection Agreement

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If accurate, add following statement to SLD:

“Producers storage device(s) will not cause the Host Load to exceed its normal peak demand. Normal peak demand is defined as the highest amount of power required from the Distribution System by Producers complete facilities without the influence or use of the energy storage device(s).”

Single Line Diagram – Storage <= 10 KW

NOTE: The above statement comes from Appendix I of forms 79-1069 and 79-1069-02, respectively, which is applicable only for all NEM-Paired storage > 10kW. Although Appendix I should not be submitted when the storage is <= 10 kW, the information from Appendix I is still required and must be submitted directly on the SLD.

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Safety Reminders:1. Do not perform your own Disconnect/Reconnects, request the

Disconnect/Reconnect with PG&E2. Ensure that your installation meets the Greenbook: Electric and Gas Service

Requirements, including gas clearance requirements

Common Deficiency Best Practice

• Missing/incorrect information • Work with assigned Service Planning Representative onrequested information

Application Planning/Studies Tender Contract Implementation Inspection/Close

Implementation Phase

Implementation Phase

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Focus Area Common Deficiency Best Practice

Authority having Jurisdiction (AHJ) approval (e,g. Final Building Permit)

• Final Signed-Off Building Permit is missing information

• Ensure that signing jurisdiction, project address, scope of work, final sign-off date and signature or initial of inspector is included

Inspection

• Site not ready for final inspection (i.e., site contact for did was not onsite for inspection, customer is still finalizing installation-related, etc.)

• Ensure generating facility is ready for PG&E’s final inspection to minimize need for rescheduling.

• Generating system has point of interconnection and/or wires in the utility’s sealed section

• The Point of Interconnection and wires cannot be in the utility’s sealed section

• Installation does not meet the Greenbook gas clearance requirements

• Reference the Greenbook gas clearance requirements

Permission to Operate Change Request

• Equipment is different from what was originally indicated in the submitted application that was reviewed

• Provide updated information if changes are made

• New application is required if inverter nameplate increases

After Permission to Operate Issuance • System is connected to meter not listed on application

• Ensure application and point of interconnection references the same meter

Application Planning/Studies Tender Contract Implementation Inspection/Close

Inspection / Close Phase

Inspection / Close Phase

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If you received a deficiency notice, please respond with the requested information in the email: do not start a new email.• Clarification: No storage-related project should upload

documents to any PG&E web portal when requested by PG&E to submit revised documentation. At this time, any request for revised documentation for projects with storage must be provided via email.

Application Planning/Studies Tender Contract Implementation Inspection/Close

Responding to Deficiency Notifications

Responding to Deficiency Notifications

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NEM-Multiple Tariff (NEM-MT) and NEM Aggregation (NEMA) Greenfield Projects—NGOM Process

Ryan ManzanaInterconnection Manager

• Applicants should supply the following in their interconnection request:1. A meter socket* or panel spec sheet that will house the NGOM2. An SLD that shows the location of NGOM meter socket that measures the output

of the generating system

• It takes approximately 10 BD for an EGI Rep to send a deficiency notice letting you know what else is needed

• If all the documentation is received, EGI will send your project to Metering Engineering to review your meter socket within 10 BD

• Upon passing Metering Engineering, EGI will issue a Special Facilities Agreement (SFA) for the cost of the meter, which have an average cost range of $405.10 to $1,407.10 (ITCC and Special Facility costs not included)– Note: Two SFA forms will be provided: Form 79-280 and Form 79-702

• For self-contained meters, the meter set will occur during the final inspection of the generating system

• Transformer-rated meter sets with CTs will be discussed in the Greenfield (NEMA) portion

NEM-MT Process + Timelines

*All meter panels and sockets should follow the standards as outlined in the PG&E Greenbook27

Appendix I: Charging Mode of Operation

Reminder: Appendix I is a requirement for storage projects > 10kW. The same Applicant selection on Appendix I must be listed on the SLD as well.

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1. NGOMs are required for solar + storage configurations where the storage is >10kW (inverter nameplate)

2. NGOMs must be present on the SLD, along with the inverters, PV panels, and (if applicable) AC disconnect

3. The placement of the meter socket (and other electrical facilities) must be installed as described in PG&E’s Greenbook– Note: To streamline the review process, become familiarized

with all of the Metering Sections (e.g. Section 5 “Electric Metering General”)

NEM-MT Helpful Reminders (NGOM)

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• Applicants should supply the following in their interconnection request:1. SLD2. Meter panel* specs3. Variance information and photos

• It takes approximately 10 BD for an EGI Rep to send a deficiency notice letting you know what else is needed

• If all the documentation is present, EGI will send your project to Metering Engineering to review your meter socket, which takes 10-15 BD, assuming no follow-up is required

• The Engineers will review and approve the tap location, all the associated documentation, and meter cabinet specs and will provide meter cost estimates and will identify whether there are CT requirements

• Upon passing Metering Engineering, the project will be sent to Engineering Review. Upon completion of Engineering Review, EGI will issue a Special Facilities Agreement (SFA) for the cost of the meter, which have an average cost range of $405.10 to $1,407.10 (ITCC and Special Facility costs not included)– Note: Two SFA forms will be provided: Form 79-280 and Form 79-702

Greenfield (NEMA) Process + Timelines

*All meter panels and sockets should follow the standards as outlined in the PG&E Greenbook30

• Once the SFA is paid and contract is received, the EGI rep will create a new service point, which takes 1-3 BD– Note: The “generation-only” tap itself is usually done prior to the meter set

as local jurisdictions may not issue “green tags” until the tap is complete • EGI waits for the “green tag” from the local jurisdiction after the new

meter panel is inspected. A photo of the local jurisdiction’s sticker tag on the meter panel will suffice in lieu of a final building permit.

• EGI will work internally to issue a Field Order to inspect and install the new NGOM meter (CT installations follow a different path)

• Once the NGOM is installed, EGI will work internally to have the new service agreement (SA ID) started

• Upon creation of the SA ID, the interconnection project will be updated with all the new account information

• With all documents provided, the project will then proceed to Field Inspection and, upon approval, PTO will be issued

Greenfield (NEMA)—Cont.

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• If CTs are required, two field orders are issued prior to installing the NGOM

1. To inspect the panel to ensure Green Book standards are met and the meter panel is ready for CT installation

2. For the CT installation itself (a temporary shutdown may be required)• The timeline is dependent on meter tech availability and scheduling. It is

historically 5-10 BD for inspection and another 5 BD for the actual meter set.

1. The CT installation usually requires a temporary shutdown and additional time may need to be allotted for coordination

2. If meter tech finds issues with the CT compartment, correction may be required and a new set of field orders may be issued for a second inspection followed by the meter set

Greenfield (NEMA)—CT Process

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Virtual NEM—NGOM Process

Ricky PangInterconnection Manager

• Applicants should supply the following in their interconnection request:1. An interconnection proposal, showing where the customer plans to tap into

the main service panel, how the conduits and wires run, the location and height of both the VNEM meter socket and also the AC disconnect

2. Confirmation that all Gas and working space clearances will be met according to the Green book Standard

3. A VNEM meter cabinet spec sheet• It takes approximately 10 BD before an EGI Rep will send a notice letting

you know what else is needed• If all the documentation is present, EGI will send your project to Metering

Engineering to review your meter socket and interconnection proposal• Upon passing Metering Engineering, EGI will issue an SFA (MASH CT) for

the cost of the meter – Please refer to the NEM2V tariff for costs– The form that will be provided is Form 62-4527

• Specific to NEM2V projects

Virtual NEM Process + Timelines

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• Once the SFA is paid by the Customer, the following will occur based on meter type:

A. Self-Contained Meter• EGI will work internally to have the service point created and will schedule a field

order to have the meter installed. Based on availability, it is possible for the field inspection to occur the same day as the meter install.

• Upon approval, PTO will be issued within 5 BD

B. CT Meter• EGI will work internally to have the service point created if the customer installed

an AC disconnect ahead of the VNEM meter• If an AC disconnect is not present ahead of the VNEM meter, a temporary

shutdown will need to scheduled, which is at least 10 BD. Note: the CT meter will be scheduled the same day as the shutdown and takes approximately 4 hours to complete.

• Once the service is established and all documentation has been received, another field order will be scheduled to inspect the solar system.

• Upon approval, PTO will be issued within 5 BD

Virtual NEM Process + Timelines (Cont.)

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• Review the VNEM installations, meter height, gas and working space clearance among other portions of the Greenbook so that you design your VNEM installation appropriately

• Become familiar with PG&E Bulletin TD-6999B-005 as mentioned in Section 5 of the PG&E Greenbook

Virtual NEM—Key Reminder

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Thank You for Attending!

1. Greenbook: www.pge.com/greenbook2. Distribution Interconnection Handbook (DIH): www.pge.com/dih3. More Line Side Tap Information

– TD-6999B-048 “Requirements for Line Side Interconnections for Distributed Generation

4. Always apply via ACE-IT: www.egi-pge.com/5. Interconnection Agreements

– Solar/Wind <=30 kW (PV CEC-AC) and Storage <= 10 kW (Inverter Nameplate)• Form 79-1193 (Existing NEM 1 system adding storage)• Form 79-1193-02 (NEM 2 with storage)

– Other projects with Storage > 10 kW (Inverter Nameplate)• Form 79-1069 (Existing NEM 1 system adding storage)• Form 79-1069-02 (NEM 2 with storage)

6. Special Facilities Agreements (SFA) Documents– Form 79-280 “Agreement for Installation or Allocation of Special Facilities for

Parallel Operation of Nonutility-Owned Generation and/or Electrical Standby Service (Electric Rules 2 and 21)”

– Form 79-702 “Agreement for Installation or Allocation of Special Facilities for Parallel Operation of Nonutility-Owned Generation and/or Electrical Standby Service -- APPENDIX A - Detail of Special Facilities Char”

Resources/Reminders

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Guidelines for NEM and Storage Paired SystemAlthough current as of 3/29/19, recent CPUC decisions will change this layout

Directly Connected(storage device not exclusively charged by NEM generator)

Small NEM Paired Storage

Solar NEM (PV CEC-AC <= 30kW) Paired with Storage Devices Sized

10 KW or Smaller (based on storage inverter nameplate)

• Option to either install metering (defined under “Large NEM Paired Storage”) or use the estimation methodology.

• These projects are referred to as “SNEM-Paired Storage”.

Large NEM Paired StorageAll other NEM Paired except Small NEM-Paired Storage have the requirements that the storage be sized no larger than 150% of the NEM-eligible generator’s max output capacity and that it has one of the following metering conditions:1. installed a non-export relay on the storage device(s);2. installed an interval meter for the NEM-eligible

generation, meter the load, and meter total energyflows at the point of common coupling; OR

3. installed a Net Generation Output Meter (NGOM)directly to the NEM-eligible generator(s)

NEMMT

NEM paired with Storage Devices sized larger than

150% of the NEM-eligible generator’s

max output capacity.

NEM Paired Storage Interconnection Cost ResponsibilityThe storage will have the same interconnection cost responsibility as the NEM generator that it is paired with.In the event the storage is added at a later date after the permission to operate of the NEM generator it issubsequently paired with, the storage applicant will be required to pay the same interconnection fees andcosts that the NEM generator would be required to pay, as provided for in Electric Rule 21 (Table E-1).

Example: Adding 10kW of storage to an existing solar-only NEM 2 system would qualify as “Small NEM PairedStorage” and would therefore have an application fee of only $145 as opposed to $800 that would be requiredfor all Non-Net Energy Metering Generating Facility Types.

Rule 21 interconnection

cost responsibility

Notes1. Please see Special Condition 10 (NEM 1 Tariff) and Special Condition 11 (NEM 2 Tariff) for clarification on what qualifies as “NEM Paired Storage”2. Applying as NEM Paired Storage includes both adding storage to an existing NEM system (retrofit) and a first-time interconnection with both NEM

and storage39

NEM Paired Storage Peak Shaving Example

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