CASE STUDY: IEEE 2030.5 Development and Certification for California Rule 21
Client Overview
Client: A large battery energy storage system (BESS) provider
Industry: Energy Storage & Renewables
Objective: Achieve California Rule 21 compliance using IEEE 2030.5 (CSIP) to unlock market access and drive additional grid services solutions.
EXECUTIVE SUMMARY
Ensuring Compliance and Accelerating Time-to-Market
Our client needed to comply with California Rule 21 by implementing the Common Smart Inverter Profile (CSIP) based on the IEEE 2030.5 standard. Failure to meet these certification requirements meant losing access to a critical market. In just 8 weeks, Codibly’s IEEE 2030.5 experts developed a robust grid services cloud solution, guided the client through test lab selection, and achieved full certification on the first attempt—unlocking the California market and paving the way for future integrations.
CHALLENGES
Why Compliance Was Critical
Complex Requirements
• IEEE 2030.5 & CSIP standards posed a steep learning curve
• Multiple test cases required before certification
Blocked Market Access
• Inverters could not be sold in California without certification
• California was the most important market for the client
Limited Internal Expertise
• Lack of deep IEEE 2030.5 knowledge
• Uncertainty about test labs and certification process
Accelerated Timeline
• Tight deadlines to regain market presence
• Risk of losing further revenue if delayed
SOLUTION
Full Implementation from Workshops to Certification
1. Technical Workshops
• Two-day deep-dive on the protocol, solution architecture, and certification planning
• Defined responsibilities, timelines, and test case requirements
2. Internal Testing Tools
• Built and leveraged internal test suites to validate all necessary scenarios pre-certification
• Reduced the risk of failing official lab tests
3. Rapid Solution Development
• Codibly’s IEEE 2030.5 experts delivered the required features in just 8 weeks
• Implemented the Common Smart Inverter Profile (CSIP) with robust messaging layers
4. Certification Guidance
• Recommended and coordinated with leading testing labs
• Achieved full certification on the first attempt, restoring access to the critical California market
IMPLEMENTATION
Key Steps to Accelerate Certification
Codibly condensed a typically months-long process into just 8 weeks. The collaboration emphasized rigorous testing, close lab coordination, and smooth knowledge transfer.
Focus on Testing Readiness
• Internal test tools validated core functionality
• Prevented setbacks during official lab tests
Cloud-Native Approach
• Deployed a scalable grid services cloud
• Facilitated expansions to new markets beyond California
Hands-On Workshops
• Deep-dive sessions to clarify roles
• Shared best practices for long-term support
Lab Coordination
• Recommended leading testing labs
• Communicated directly to ensure smooth certification
TIMELINE
Two-Month Path to Certification
By prioritizing essential features and front-loading the testing strategy, Codibly significantly accelerated the client’s entry into the California market.
Weeks 1–2
- Planning: Technical workshop to clarify IEEE 2030.5 requirements
- Project Kickoff: Roles & responsibilities determined, lab shortlisting
Weeks 3–4
- Core Development: Building CSIP-compliant features
- Internal Testing: Validation via Codibly’s IEEE 2030.5 test suite
Weeks 5–7
- Lab Coordination: Finalizing test lab selection and scheduling
- Issue Resolution: Rapid fixes to any test discrepancies
Week 8
- Official Certification: Successful on first attempt
- Training & Handover: Knowledge transfer for ongoing support
RESULTS & FINAL OUTCOMES
Certified and Ready for Expansion
- Grid Services Cloud: A certified solution that meets California’s requirements and can be adapted for other markets.
- Accelerated Go-to-Market: Full certification achieved in 8 weeks, minimizing lost revenue and reestablishing sales in California.
- Testing Lab Expertise: By leveraging Codibly’s relationships and knowledge, the client navigated labs with ease.
- Internal Training & Handoff: Two weeks of dedicated training enabled the client’s team to manage ongoing support and development.
- Future Integrations: Prepared for upcoming integrations with Duke Energy and Rocky Mountain Power to expand beyond California.
By resolving a critical regulatory barrier and modernizing the approach to grid compliance, the client opened new revenue streams and strengthened its position in the BESS market.
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