Energy Storage System (ESS) Commissioning

Energy Storage System (ESS) Commissioning

April 17-18, 2024 | Online :: Central Time

Commissioning is a discrete and important step in the deployment of an Energy Storage System (ESS).  Typically, the responsible party for conducting the commissioning process is the ESS owner/operator, though of course it may well enlist the expertise and support of non-staff engineers and subject matter experts (SMEs) to engage the measures required to satisfy the requirements.

This course will provide an excellent foundation for ESS owner/operators and all other parties involved in the commissioning effort.  It will spell out the:

  • ESS pre-commissioning requirements
  • ESS commissioning stakeholders and their involvement
  • ESS commissioning project plan elements and their sequence
  • ESS commissioning tests
  • ESS deployment and commencement of operations
  • ESS recommissioning and decommissioning

Learning Outcomes

  • Discuss stakeholders and their requirements on energy storage system (ESS) commissioning
  • Review the impact of scope criteria on energy storage system (ESS) commissioning
  • Examine  installation codes, standards and regulations (csrs) applicable to energy storage system (ESS) commissioning
  • Explain applications, permitting and coordination requirements of energy storage system (ESS) commissioning
  • Evaluate energy storage system (ESS) pre-commissioning involvement including site engineering, construction, installation, testing, integration and deployment
  • Identify energy storage system (ESS) post-commissioning requirements and turnover to operations
  • Discuss energy storage system (ESS) recommissioning and decommissioning


    Wednesday, April 17, 2024 : Central Time

    8:45 – 9:00 a.m.
    Log In and Welcome

    12:15 – 1:00 p.m.
    Lunch Break

    9:00 a.m. – 4:30 p.m.
    Course Timing


    9:00 – 9:20 a.m. :: Overview and Introductions

    9:20 – 10:30 a.m. :: Laying the Energy Storage System (ESS) Commissioning Groundwork

    • Stakeholders and their involvement
      • ESS User/Off-taker/Owner
      • ESS Project developer/IPP
      • ESS Integrator
      • ESS Engineering procurement contractor (EPC)
      • ESS Original equipment manufacturer (OEM)
      • ESS Operations and maintenance (O&M)
      • Utility / load serving entity (LSE)
    • Specifying project scope and use case(s)
      • Intended functions and service objectives
      • Technology
      • Standalone or integrated system

    10:30 – 10:45 a.m. :: Morning Break

    10:45 a.m. – 12:15 p.m. :: Installation Codes, Standards and Regulations (CSRs) Applicable to Energy Storage System (ESS) Commissioning

    • NFPA § 855 et. al.
    • IFC §1207 et. al.
    • ANSI/CAN/UL § 9540 et. al.
    • NEC
    • IEEE 1547
    • UL 9540 et. al.
    • NERC
    • AHJ
    • Utility / load serving entity (LSE)

    12:15 – 1:00 p.m. :: Lunch Break

    1:00 – 2:45 p.m. :: Energy Storage System (ESS) Pre-Commissioning Elements & Sequence

    • Site assessment and selection
    • Project planning and design
      • Budget and schedule
    • AHJ, first responders’ consultation
    • RFP/procurement/award
    • Transportation, receipt and handling of equipment
    • Safety compliance and assurance blueprint
    • Assess criteria imposed by system owner(s), insurer(s), financing party(ies), and/or independent engineer(s)
    • Contract preparation

    2:45 – 3:00 p.m. :: Afternoon Break

    3:00 – 4:30 p.m. :: Energy Storage System (ESS) Commissioning Project Plan Elements

    • Preparation of commissioning plan
      • Operating specifications and parameters
      • Documentation requirements
      • Design verification checklists
      • Tagging system
    • Confirm applications, permitting and coordination requirements
      • AHJ, ISO/RTO, NERC, EPS and other
      • Utility
      • Technology co-installation
      • BESS storage vendor(s)
    • Review site engineering, construction, installation and integration components
      • Equipment inspection on site arrival
      • Installation
      • Safety systems
      • Integration and protection
      • Power conversion system
      • Communication and control systems
      • Balance of system/plant (BOS/BOP) configuration
      • Data system
      • Warranty conditions

    4:30 p.m. :: Course Adjourns for Day


    Thursday, April 18, 2024 : Central Time

    8:45 – 9:00 a.m.
    Log In and Welcome

    12:15 – 1:00 p.m.
    Lunch Break

    9:00 a.m. – 4:30 p.m.
    Course Timing


    9:00 – 10:30 a.m. :: Energy Storage System (ESS) Commissioning Project Plan Elements (continued)

    • Coordinate testing procedures
      • Establish sequence of operations (SOO)
      • Factory witness (FWT) for each subsystem
      • Operational acceptance (OAT)
      • Start-up
      • Functional acceptance (FAT)
      • Field
      • Utility/load serving entity
    • Sign-off on security plans
      • Physical
      • Cybersecurity
    • Interconnection
      • Standards compliance (see above)
      • Supplemental protection equipment as required
      • Point of common coupling (PCC) or reference point of applicability (RPA)
      • Scheduling and coordination w/utility and AHJ
    • Deployment
      • Mechanical completion
      • Inspections
      • Interconnection
      • Permission to operate (PTO)
      • Final site acceptance and performance testing
      • Commencement of operations
      • Hand-off to operator/utility/owner
      • Closeout/Shakedown activities
      • Completion of commissioning report

    10:30 – 10:45 a.m. :: Morning Break

    10:45 a.m. – 12:15 p.m. :: Energy Storage System (ESS) Post-Commissioning / Turnover to Operations – from COD and Beyond 

    • Operations and Maintenance
      • Safety documentation and training protocols
      • Data system access and management
      • Periodic interconnection tests or integrated system tests
      • Cyber security requirements and updates
      • Periodic maintenance as scheduled and/or required
      • Service contract and/or warranty-related measures
      • Annual capacity testing on the batteries as scheduled and/or required

    12:15 – 1:00 p.m. :: Lunch Break

    1:00 – 2:30 p.m. :: Energy Storage System (ESS) Recommissioning

    • Firmware upgrades
    • Degradation
    • Augmentation
    • Requirements that are the same as, and changes from, (original) commissioning

    2:30 – 2:45 p.m. :: Afternoon Break

    2:45 – 4:30 p.m. :: Energy Storage System (ESS) Decommissioning

    • Defining end-of-life condition
    • Steps and processes
    • Plan
    • Costs
    • Schedule
    • Risks identification and management
    • Regulatory procedures compliance
    • Environmental assessment and mitigation/remediation measures
    • Transfer agreement(s)
    • Disposal and/or recycling
    • Post-removal site security
    • Post-removal site restoration
    • End-state report

    4:30 p.m. :: Course Adjournment


    Ian Graham is battery energy storage (BESS) SME at FastGrid. With more than a decade in the renewable energy industry, he brings experience in microgrids, large scale wind, large scale solar, and battery storage. Mr. Graham spent the first few years of his career developing and building microgrids using wind, natural gas, diesel, and battery storage. Then he transitioned to providing solutions for the wind industry as an Owner’s Engineer on utility projects in the US. The most recent period of his career has focused on product and project development for battery storage. During this span, he has reviewed, modeled and designed more than 1000 projects for a variety of clients involving project analysis, equipment selection, fatal flaw analysis, resource modeling, as well as the engineering and design packages. Mr. Graham earned a Bachelor’s degree in Systems and Industrial Engineering from Montana State University.

    Andrew O. Kaplan is Partner at the law firm Pierce Atwood LLP. His practice focuses on providers of energy storage, demand response, ancillary services, and electricity and gas transmission and supply, both in the wholesale and retail markets. He regularly represents clients before the Federal Energy Regulatory Commission (FERC) and Independent System Operators/Regional Transmission Operators (NYISO, ISO-NE, PJM, Midcontinent ISO, California ISO, SPP and ERCOT), and many state public utility commissions. With more than 25 years of energy law experience, Mr. Kaplan acts as a strategic advisor to companies seeking private equity, venture capital, and government loans, and provides legal and business guidance to help obtain key U.S. Department of Energy (DOE) loans, state grants, and incentive tax credits/production tax credits for renewable projects. He also helps facilitate the approval process for federal, state, and local permits, assuring compliance with state siting and grid interconnection requirements. Mr. Kaplan earned his J.D. from the University of Miami School of Law and his B.A. from the State University of New York at Stony Brook.

    Charlie Vartanian is a Technical Advisor to Sandia National Laboratories, joining the Lab after serving nearly 6 years as storage specialist in the electrochemical materials and systems group at the Pacific Northwest National Laboratory (PNNL). He joined PNNL in 2018, after serving as Territorial Manager in the Power Systems Group for Mitsubishi Electric Power Products Inc, where he had been for about four years. Prior to that, he served as Vice President of Marketing & Sales for UniEnergy Technologies, a manufacturer of advanced vanadium flow battery systems for grid-scale applications. Mr. Vartanian has more than 25 years of power industry experience including marketing advanced energy systems, leading and performing electric system and resource studies, and contributing to technical standards development. Previous employers include DNV KEMA, A123 Systems, Southern California Edison, the California Energy Commission, Enron Energy Services, and the U.S. Navy. While at DNV KEMA, he led the team that performed storage cost effectiveness analysis for California’s AB2514 Energy Storage proceeding. At SCE Mr. Vartanian proposed the successfully deployed 1 MW NaS battery, and a distribution-connected SVC. His wider industry support activities include contributing as a working group officer for IEEE Standards 2030.2 and 1547.

    Online Delivery

    We will be using Microsoft Teams to facilitate your participation in the upcoming event. You do not need to have an existing Teams account in order to participate in the broadcast – the course will play in your browser and you will have the option of using a microphone to speak with the room and ask questions, or type any questions in via the chat window and our on-site representative will relay your question to the instructor.

    • Microsoft recommends downloading and installing the Teams app if possible. You may also use the Edge browser or Chrome.
    • You will receive a separate email with a unique link to a personalized landing page which will include links to join all sessions of this event.
    • If you are using a microphone, please ensure that it is muted until such time as you need to ask a question.
    • The remote meeting connection will be open approximately 30 minutes before the start of the course. We encourage you to connect as early as possible in case you experience any unforeseen problems.


    Please Note: This event is being conducted entirely online. All attendees will connect and attend from their computer, one connection per purchase. For details please see our FAQ

    If you are unable to attend at the scheduled date and time, we make recordings available to all attendees for 7 days after the event


    Energy Storage System (ESS) Commissioning

    April 17-18, 2024 | Online
    Individual attendee(s) - $ 1295.00 each

    Volume pricing also available

    Individual attendee tickets can be mixed with ticket packs for complete flexibility

    Pack of 5 attendees - $ 5,180.00 (20% discount)
    Pack of 10 attendees - $ 9,065.00 (30% discount)
    Pack of 20 attendees - $ 15,540.00 (40% discount)

    Your registration may be transferred to a member of your organization up to 24 hours in advance of the event. Cancellations must be received on or before March 15, 2024 in order to be refunded and will be subject to a US $195.00 processing fee per registrant. No refunds will be made after this date. Cancellations received after this date will create a credit of the tuition (less processing fee) good toward any other EUCI event. This credit will be good for six months from the cancellation date. In the event of non-attendance, all registration fees will be forfeited. In case of conference cancellation, EUCIs liability is limited to refund of the event registration fee only. For more information regarding administrative policies, such as complaints and refunds, please contact our offices at 303-770-8800




    EUCI is accredited by the International Accreditors for Continuing Education and Training (IACET) and offers IACET CEUs for its learning events that comply with the ANSI/IACET Continuing Education and Training Standard. IACET is recognized internationally as a standard development organization and accrediting body that promotes quality of continuing education and training.

    EUCI is authorized by IACET to offer 1.3 CEUs for this event

    Requirements For Successful Completion of Program

    Participants must log in each day and be in attendance for the entirety of the course to be eligible for continuing education credit.

    Instructional Methods

    Case studies and PowerPoint presentations will be used in this program. 

    Upon successful completion of this event, program participants interested in receiving CPE credits will receive a certificate of completion.

    Course CPE Credits: 15.0
    There is no prerequisite for this Course.
    Program field of study: Specialized Knowledge
    Program Level: Basic
    Delivery Method: Group Internet Based
    Advanced Preparation: None

    CpeEUCI is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site:


    Who Should Attend

    Individuals working in the following areas will benefit from attending this event: 

    • Distributed and utility-scale energy storage (BESS) project developers  
    • Distributed and utility-scale renewable energy project developers  
    • Solicitation / procurement staff 
    • Utility project management staff
    • Utility legal staff and legal advisors
    • Utility finance staff
    • BESS integrators and EPCs
    • BESS Equipment manufacturers (OEMs)
    • Regulators and regulatory staff 
    • BESS interconnection and other technical staff 
    • BESS consultants  
    • Utility resource planning staff