Summary

When completing the Reservation Request during step 1 of the application

process, a Preliminary Monitoring Plan (PMP) will be required for all non-

residential project, >=30kW. The PMP outlines how you plan to monitor the

performance of your self-generation project, including production, emissions

and efficiency.

ETB has created this PMP template to assist clients in completing this

requirement. Examples and suggested answers are provided below, but should

be customized to reflect the specific project design.

Please refer to the most current SGIP Handbook for more information regarding

the PMP requirements.

Template

You will be asked to complete the following:

Project Site Address:
Host Customer:
System Owner:
Developer:
Storage Make/Model:

Then select project type:

☐Storage (<30 kW) – Paired with and Charging at least 75% from Onsite
Renewables
☐ Storage (≥30 kW) – Paired with and Charging at least 75% from Onsite
Renewables
☐ Storage (≥30 kW) – Stand Alone or Charging less than 75% from Onsite
Renewables

For all projects, you will need to provide the following information:

1) Describe the proposed system, including major system components.

2) Describe the intended system operation and primary use case at the project
site. (In other words, what specific service(s) will the storage system provide to
the customer?)

3) Is there a “back-up only” setting or operational mode available for the storage
system, whereby the system will only discharge in the event of a grid outage?
☐ Yes
☐ No
If yes, please explain how you are ensuring that this project will meet SGIP
operational requirements, notwithstanding the “back-up only” option, over
the 10-year permanency period:

4) Describe the existing load to be displaced by storage system operation.

5) Insert a simplified system layout of identifying major components and the
proposed metering points at the project site.

6) Describe the metering components of the system, data to be collected at
metering points, reasoning behind selected metering locations, and a
description of the data acquisition system.

7) Describe the approach for collecting, storing, and transferring operational data
to the program. Describe the monitoring data source, frequency for collecting
data, and the system’s data storage capabilities.

8) List the make and model of the external meters or energy management system
to be installed that will log and transmit operational data.

For projects paired with and charging ≥75% from onsite renewables, you will be asked to provide the following information:

9) How will the system charge at least 75% from onsite renewables? Describe the
anticipated charge/discharge schedule and/or control approach of the storage
system and operational mode(s) to be deployed for this project site.

10) Who will operate the system? I.e.: Developer, Manufacturer, Host
Customer, System Owner (if different from Host Customer)

For projects ≥30 kW only, you will be asked to provide the following information:

11) Are the meters listed on the CEC Solar Equipment database?
☒ Yes
☐ No

12) Performance Data Provider (PDP)

ANSWER:
Energy Toolbase Software, Inc.
Beth Nolan
sgip@energytoolbase.com 
(252) 318-3646

13) How will the storage system’s operational data be transferred to the PDP
for monthly reporting?

FAQ

• For SGIP questions, please email us at sgip@energytoolbase.com
• SGIP Online Application Database Link
• For a printable or copy/paste version, please see the attached PDF.