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9325 Sky Park Court   
main 858.244.1177 
Suite 100   
 
fax     858.244.1178 
San Diego, CA 92123                  www.energycenter.org 

 
April 11, 2018
Advice No. 89
(Center for Sustainable Energy®)
Advice No. 3965-G/ 5271-E
(Pacific Gas and Electric Company –U 39 M)
Advice No. 3780-E
(Southern California Edison Company – U 338-E)
Advice No. 5282
(Southern California Gas Company – U 904-G)
PUBLIC UTILITIES COMMISSION OF THE STATE OF CALIFORNIA
ENERGY DIVISION
SUBJECT:

Proposed Modifications to the Self-Generation Incentive Program Energy
Storage Field Inspection and Discharge Testing Protocol in accordance
with Resolution E-4717

PURPOSE
In accordance with Commission Decision (D.)16-06-055, Ordering Paragraph 8, and
Resolution E-4717, the Center for Sustainable Energy® (CSE), on behalf of the SelfGeneration Incentive Program (SGIP) Program Administrators (PAs),1 hereby submits this
Advice Letter to propose modifications to the Self-Generation Incentive Program (SGIP)
Energy Storage Field Inspection and Discharge Testing Protocol.
BACKGROUND
D.16-06-055 required the SGIP PAs to hold a workshop to solicit industry feedback on
implementing a sampling protocol for field inspections and to subsequently publish a report
including recommendations within six months of the date of the Decision. The Decision also
stated, “[t]he program administrators should be allowed to file an advice letter proposing
changes to the inspections/sampling regime, following the publication of this workshop report,
                                                             
The SGIP PAs are Pacific Gas and Electric Company (PG&E), Southern California Edison Company
(SCE), Southern California Gas Company (SoCalGas), and CSE in the service territory of San Diego
Gas & Electric Company (SDG&E).
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CSE Advice Letter 89 / PG&E Advice Letter 3965-G/ 5271-E / SCE Advice Letter 3780-E / SoCalGas Advice Letter 5282  April 11, 2018 if they believe it will benefit the program.”2 Additionally, Resolution E-4717 granted the SGIP PAs authority to revise the field inspection protocol for energy storage projects as needed based on experience. After Resolution E-4717 was issued on June 12, 2015, the SGIP PAs and their inspection teams had identified several ways to streamline the inspection process for electricaldischarging types of energy storage. On April 27, 2017, CSE, on behalf of the SGIP PAs, submitted an Advice Letter3 to propose modifications to the SGIP that would implement a Field Inspection Sampling Protocol and revise the Energy Storage Field Inspection and Discharge Testing Protocol. On May 17, 2017, the California Solar Energy Industries Association (CALSEIA), the California Energy Storage Alliance (CESA), and Tesla Corporation (Tesla) individually submitted Responses to the Advice Letter raising concerns over the proposed Protocols. In response to industry feedback, CSE, on behalf of the SGIP PAs, submitted a Reply to the Responses on May 24, 2017. On August 1, 2017, CSE, on behalf of the SGIP PAs, submitted a Supplemental Advice Letter,4 proposing revised modifications to the Field Inspection Sampling Protocol and the Energy Storage Field Inspection and Discharge Testing Protocol. A Disposition Letter was subsequently issued by CPUC Energy Division on August 29, 2017, approving the Advice Letter and the Supplemental Advice Letter. Since the Disposition Letter was issued on August 29, 2017, SGIP stakeholders and SGIP technical consultants have identified additional revisions that should be made to streamline the discharge data requirements within the Energy Storage Field Inspection and Discharge Testing Protocol (Protocol). Accordingly, CSE, on behalf of the SGIP PAs, hereby submits this Advice Letter to propose additional revisions to further streamline the Protocol. Attachment A to this Advice Letter contains the revised Protocol. PROPOSED AMENDMENTS TO ENERGY STORAGE FIELD INSPECTION AND DISCHARGE TESTING INSPECTION PROTOCOL Energy Storage Field Inspection and Discharge Testing Protocol A. Remove the 30-Minute Field Test Requirement. SGIP applications currently have two options to meet SGIP discharge data requirements within the Protocol. Projects selected for an inspection may either provide: 1) one week’s worth of                                                               D.16-06-055, Decision Revising the Self-Generation Incentive Program Pursuant to Senate Bill 861, Assembly Bill 1478, and Implementing Other Changes, June 23, 2016, page 47. 3 CSE Advice Letter 78 / PG&E Advice Letter 3837-G/5062-E / SCE Advice Letter 3596-E / SoCalGas Advice Letter 5124, Proposed Modifications to the Self-Generation Incentive Program to Implement a Field Inspection Sampling Protocol in accordance with D.16-06-055 and Revise the Energy Storage Inspection Protocol in accordance with Resolution E-4717, April 27, 2017. 4 CSE Advice Letter 78-A / PG&E Advice Letter 3837-G-A/5062-E-A / SCE Advice Letter 3596-E-A / SoCalGas Advice Letter 5124-A, SUPPLEMENTAL FILING: Revised Proposed Modifications to the Self-Generation Incentive Program to Implement a Field Inspection Sampling Protocol in accordance with D.16-06-055 and Revise the Energy Storage Inspection Protocol in accordance with Resolution E4717, August 1, 2017. 2 Page 2 of 6   
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CSE Advice Letter 89 / PG&E Advice Letter 3965-G/ 5271-E / SCE Advice Letter 3780-E / SoCalGas Advice Letter 5282  April 11, 2018 operational data, in addition to a field test measuring energy storage system output over the discharge duration specified on the application; or 2) one week’s worth of operational data, in addition to a factory test measuring actual energy storage system output over the discharge duration specified on the application, and in addition to a 30-minute continuous discharge field test from the system at the project site. All documentation is required prior to scheduling a site inspection. These tests were created to ensure systems perform as expected. The SGIP PAs have found that the 30-minute field discharge test is duplicative and unnecessary. One week’s worth of data from the project site, in addition to a field or factory test measuring continuous discharge of output over the discharge duration specified on the application, is sufficient to demonstrate that the system is operating as expected and that the equipment can discharge its rated energy capacity. Furthermore, now that the latest revisions require one week’s worth of operational data from all projects, both commercial and residential, before inspection is complete, a 30-minute discharge test to prove that projects can operate satisfactorily is redundant. To verify system integrity and specifications, the SGIP PAs propose that certain information provided within the 30-minute discharge test be transferred to the one week’s worth of data documentation. Specifically, the SGIP PAs propose that the document demonstrating one week’s worth of operation at the project site contain 15-minute discharge interval data, a unique system identifier, date and time stamps, energy storage system power (kW) and/or energy kWh, and battery state of charge (SOC) information. B. Remove the Requirement to Supply Discharge Data in No Less than 1-Minute and No More than 5-Minute Intervals. The current Field, Factory, and 30-minute discharge tests require data to be submitted in 1- to 5-minute intervals.5 The SGIP PAs originally requested these short interval periods so that sufficient data points would exist for a 30-minute discharge test. Because there is not a practical need for a 30-minute discharge test, the SGIP PAs propose that data gathered in 15minute intervals be sufficient for both factory tests and continuous discharge tests. Moreover, the SGIP PAs have found that requiring 1- to 5-minute interval data is a significant hinderance to some project developers and manufacturers that are not able to transmit data at greater frequency than 15-minute intervals. The SGIP PAs believe that removing the stringent 1- to 5minute requirement and replacing it with a no greater than 15-minute interval requirement for the Field or Factory test will provide the PAs with sufficient information to verify system function and allow projects to move more efficiently through the inspection process. C. Remove the Requirement to Supply Load Identification and Average Battery Cell Temperature or Ambient Temperature at the Time of the Test. The SGIP PAs propose removing the requirement to identify the type of load served (i.e., native load, grid, or artificial load), as well as the average battery cell temperature or ambient temperature at the time of the Field and Factory tests. Knowledge of the battery cell                                                               5 This does not apply to the week’s worth of data. Page 3 of 6   
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CSE Advice Letter 89 / PG&E Advice Letter 3965-G/ 5271-E / SCE Advice Letter 3780-E / SoCalGas Advice Letter 5282  April 11, 2018 temperature or load served is not relevant to the completion of the Field or Factory tests. To date, the absence of these details in an application results in test rejection and therefore delayed payment of incentives. The inclusion of this criterion is further confounding because there is no SGIP requirement that batteries must discharge within a given temperature band. Likewise, there are no requirements regarding the type of load that must be served by the system at the time of the Field or Factory test. Thus, the SGIP PAs propose removing the requirement to supply load and temperature data. If load or temperature is ever the reason a manufacturer or developer cannot achieve a desired discharge rate for Field or Factory tests, these details should be communicated to the SGIP PAs and handled on a case by case basis. Attachment A contains the proposed revised energy storage inspection protocol. Affected Sections: 2.5.3 - Field Verification Visit TIER DESIGNATION Pursuant to General Order (GO) 96-B, Energy Industry Rule 5.2 and D.16-06-055, this Advice Letter is submitted with a Tier 2 designation. PROTESTS Anyone wishing to protest this Advice Letter may do so by letter sent via U.S. mail, by facsimile or electronically, any of which must be received no later than May 1, 2018, which is twenty (20) days after the filing of this Advice Letter. Protests should be mailed to: CPUC Energy Division Attention: Tariff Unit 505 Van Ness Ave., 4th Floor San Francisco, CA 94102 Email: EDTariffUnit@cpuc.ca.gov Copies of the protest should also be sent to the attention of the Director, Energy Division, Room 4004, at the address shown above. A copy of the protest should also be sent via e-mail and U.S. mail to the addresses below on the same date it is mailed or delivered to the Commission: For CSE: Sephra Ninow Associate Director, Regulatory Affairs Center for Sustainable Energy® 9325 Sky Park Court, Suite 100 San Diego, CA 92123 E‐mail: sephra.ninow@energycenter.org Page 4 of 6   
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CSE Advice Letter 89 / PG&E Advice Letter 3965-G/ 5271-E / SCE Advice Letter 3780-E / SoCalGas Advice Letter 5282  April 11, 2018 For SoCalGas: Attn: Ray Ortiz Tariff Manager - GT14D6 555 West Fifth Street Los Angeles, CA 90013-1011 E-mail: rortiz@SempraUtilities.com For SCE: Gary A. Stern, Ph.D. Managing Director, State Regulatory Operations Southern California Edison Company 8631 Rush Street Rosemead, CA 91770 E-mail: AdviceTariffManager@sce.com Laura Genao Managing Director, State Regulatory Affairs c/o Karyn Gansecki Southern California Edison Company 601 Van Ness Avenue, Suite 2030 San Francisco, CA 94102 E-mail: Karyn.Gansecki@sce.com For PG&E: Erik Jacobson Director, Regulatory Relations c/o Megan Lawson Pacific Gas and Electric Company 77 Beale Street, Mail Code B10C P.O. Box 770000 San Francisco, CA 94177 E-mail: PGETariffs@pge.com There are no restrictions as to who may file a protest, but the protest shall set forth specifically the grounds upon which it is based and shall be submitted expeditiously. EFFECTIVE DATE CSE requests that this Advice Letter become effective on regular notice, May 11, 2018, which is thirty (30) calendar days after the date of filing. /// /// Page 5 of 6   
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CSE Advice Letter 89 / PG&E Advice Letter 3965-G/ 5271-E / SCE Advice Letter 3780-E / SoCalGas Advice Letter 5282  April 11, 2018 NOTICE CSE is providing a copy of this Advice Letter to service list R.12-11-005. Sephra Ninow Associate Director, Regulatory Affairs Center for Sustainable Energy® Attachments: Attachment A – Revised Energy Storage Field Inspection and Discharge Testing Protocol cc: Service List R.12-11-005  Page 6 of 6   
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CALIFORNIA PUBLIC UTILITIES COMMISSION ADVICE LETTER FILING SUMMARY ENERGY UTILITY MUST BE COMPLETED BY UTILITY (Attach additional pages as needed) Company name/CPUC Utility No. Center for Sustainable Energy® (CSE) Utility type: N/A Contact Person: _Sephra Ninow __________________________________  ELC  GAS Phone #: _(858) 244-1186_______________  PLC  HEAT  WATER E-mail: _sephra.ninow@energycenter.org_______________________ EXPLANATION OF UTILITY TYPE ELC = Electric PLC = Pipeline GAS = Gas HEAT = Heat Tier: 1 2 3 WATER = Water Advice Letter (AL) #: 89___________________________________ Subject of AL: _Proposed Modifications to the Self-Generation Incentive Program Energy Storage Field Inspection and Discharge Testing Protocol in accordance with Resolution E-4717________________________ Keywords (choose from CPUC listing): Compliance; Self Generation; Storage____________________________ ___________________________________________________________________________________________________ AL filing type:  Monthly  Quarterly  Annual  One-Time  Other _____________________________ If AL filed in compliance with a Commission order, indicate relevant Decision/Resolution #: Resolution E4717_________________________________________________________________________________ Does AL replace a withdrawn or rejected AL? If so, identify the prior AL _No___________________________ Summarize differences between the AL and the prior withdrawn or rejected AL1: _N/A___________________ Resolution Required?  Yes  No Requested effective date: _May 11, 2018_ No. of Tariff Sheets: 0___________ Estimated system annual revenue effect: (%): _0__________________________ Estimated system average rate effect (%): _0______________________________ When rates are affected by AL, include attachment in AL showing average rate effects on customer classes (residential, small commercial, large C/I, agricultural, lighting). Tariff schedules affected: N/A_____________________________________________________________ Service affected and changes proposed1:_ Self-Generation Incentive Program: Revision of the Energy Storage Field Inspection and Discharge Testing Protocol_____________________ Pending advice letters that revise the same tariff sheets:_N/A_______________________________ Protests and all other correspondence regarding this AL are due no later than 20 days after the date of this filing, unless otherwise authorized by the Commission, and shall be sent to: CPUC, Energy Division Attention: Tariff Unit 505 Van Ness Ave., 4th Flr. San Francisco, CA 94102 EDTariffUnit@cpuc.ca.gov 1 Discuss in AL if more space is needed. Utility Info (including e-mail) Sephra Ninow Center for Sustainable Energy® 9325 Sky Park Court, Suite 100 San Diego, CA 92123 sephra.ninow@energycenter.org
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Energy Storage Field Inspection and Discharge Testing Protocol   Pre‐Inspection Discharge Data Prior to the inspection, the Program Administrator (PA) will require documentation  demonstrating system performance:  1. Over the course of one week; and  2. Over the duration specified on the application for a full, uninterrupted system discharge   One‐Week of Operational Data   The following information must be provided to the PA:  a. A unique system identifier (e.g., battery/system serial number or MAC address)  b. Interval data (no greater than 15 minutes) with the following information for each  interval recorded over the test period:   Date and time stamps    kW and/or kWh1 charged and discharged or offset    State of charge  c. The inspector will verify standby, charging and discharging modes, and, if coupled  with wind generation, will verify if the energy storage system is able to handle  hundreds of charge‐discharge cycles daily.  Continuous Discharge Test   The PA will require either option 1 or option 2 below to satisfy the continuous discharge testing  requirement. For either option, the data must include a unique system identifier, interval data  (no less than 1 minute and no greater than 15 minutes) with date and timestamps, kW and or  kWh2 and state of charge for each interval recorded over the test period.3    1) Field Test: Continuous4 discharge test of the system located at the SGIP project site,  measuring actual energy storage system output over the discharge duration specified on the  application. The continuous discharge field test is to be completed by the project developer,  System Owner or Host Customer prior to the field verification visit.    2) Factory Test: For battery systems, manufacturer and/or system integrator continuous  discharge test report of the same make and model as the unit(s) inspected in the field must be  provided. Factory report must also include description of testing approach or methodology and  location of test.                                                                1  For AC‐based systems, kWh must be measured on the AC connection.    If kW or kWh data is not available then voltage and current should be provided.  3  Data will be used to establish the average capacity of the energy storage system.  4  Continuous discharge means discharging at its rated capacity from the fully charged state without charging over  the discharge duration specified on the application documentation and equipment specifications.  2   Self‐Generation Incentive Program    Updated 3‐28‐2018   
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Energy Storage Field Inspection and Discharge Testing Protocol   The results of the continuous Field or Factory discharge test over the specified discharge  duration must be within +/‐ 5% of the SGIP incentivized capacity in the incentive claim  documentation. Projects yielding test results outside of the +/‐5% threshold are subject to  capacity and incentive adjustments and may be subject to additional eligibility requirements.       Pre‐Inspection Verification Applicants must ensure the following numbered items prior to the on‐site field inspection visit.   1. Verification that all necessary equipment information (e.g., make, model, kW and/or kWh  capacity, etc.) is easily visible either from the outside or on the interior of the system at  the time of inspection. If access to the interior of the system is necessary, a qualified  technician must be present to facilitate verification.  2. Verification that the energy storage system is configured to operate in parallel with the  grid, load shave, and serve on‐site load by supplying one or more of the following:  a. Reviewing the Interconnection Agreement or Permission to Operate letter (if  applicable)  b. Charge and discharge data for the unit installed and comparison to interval data  from the utility   c. Securing a copy of the electrical single line diagram for the project and using it to  verify against the field connection during the inspection  d. Requesting that there be a field technician at the site inspection with a user  interface such as a laptop to demonstrate parallel operation during the inspection  Field Inspection The inspections will be conducted by parties responsible to the PAs, either PA employees or  inspectors contracted to the PAs. The inspector will visually inspect the system to verify the  device(s) can service onsite load, can operate in parallel with the grid, and meets SGIP technical  eligibility requirements. The inspector will also confirm the energy storage system equipment is  permanently installed and is of the same make, model, capacity, and configuration as that  specified in the application documentation.5 While on‐site during the inspection, the inspector  may be required to witness a discharge demonstration of the system, performed on‐site or  remotely by the project Developer, System Owner or Host Customer.6                                                               5  If there is additional generation onsite behind the same meter as the energy storage system, the inspector may  confirm relevant equipment information of the generator(s) (e.g., type, fuel, capacity, make, etc.).   6  Applicants will be informed prior to the inspection should the inspector be required to witness a discharge  demonstration. Physically disconnecting the system from the grid in order to demonstrate a discharge does not  satisfy this requirement.    Self‐Generation Incentive Program    Updated 3‐28‐2018   
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PG&E Gas and Electric Advice Filing List General Order 96-B, Section IV AT&T Albion Power Company Alcantar & Kahl LLP Anderson & Poole Atlas ReFuel BART Barkovich & Yap, Inc. Braun Blaising Smith Wynne P.C. CalCom Solar California Cotton Ginners & Growers Assn California Energy Commission California Public Utilities Commission California State Association of Counties Calpine Casner, Steve Cenergy Power Center for Biological Diversity City of Palo Alto City of San Jose Clean Power Research Coast Economic Consulting Commercial Energy County of Tehama - Department of Public Works Crossborder Energy Crown Road Energy, LLC Davis Wright Tremaine LLP Day Carter Murphy Dept of General Services Don Pickett & Associates, Inc. Douglass & Liddell Downey & Brand Ellison Schneider & Harris LLP Energy Management Service Evaluation + Strategy for Social Innovation GenOn Energy, Inc. Goodin, MacBride, Squeri, Schlotz & Ritchie Green Charge Networks Green Power Institute Hanna & Morton ICF International Power Technology Intestate Gas Services, Inc. Kelly Group Ken Bohn Consulting Keyes & Fox LLP Leviton Manufacturing Co., Inc. Linde Los Angeles County Integrated Waste Management Task Force Los Angeles Dept of Water & Power MRW & Associates Manatt Phelps Phillips Marin Energy Authority McKenzie & Associates Modesto Irrigation District Morgan Stanley NLine Energy, Inc. NRG Solar Office of Ratepayer Advocates OnGrid Solar Pacific Gas and Electric Company Pioneer Community Energy Praxair Regulatory & Cogeneration Service, Inc. SCD Energy Solutions SCE SDG&E and SoCalGas SPURR San Francisco Water Power and Sewer Seattle City Light Sempra Utilities Southern California Edison Company Southern California Gas Company Spark Energy Sun Light & Power Sunshine Design Tecogen, Inc. TerraVerde Renewable Partners Tiger Natural Gas, Inc. TransCanada Troutman Sanders LLP Utility Cost Management Utility Power Solutions Utility Specialists Verizon Water and Energy Consulting Wellhead Electric Company Western Manufactured Housing Communities Association (WMA) Yep Energy
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