Solar Microgrid Methodology (SMM)

Solar Microgrid Methodology (SMM)

The Clean Coalition is proud to offer the Solar Microgrid Methodology (SMM) user manual designed to prepare the next generation of clean energy professionals. This practical course teaches students how to design, analyze, and size solar microgrids using industry-standard tools like HelioScope and Energy Toolbase. With a focus on real-world applications, the SMM is perfect for students, instructors, and professionals looking to advance their expertise in renewable energy and grid resilience. Get in touch to learn more!

 

Purpose

This user manual supports the Solar Microgrid Methodology (SMM), which provides users with the skills and knowledge needed to develop a Solar Microgrid Feasibility Study. This user manual covers key tasks such as analyzing electrical meter data, modeling solar systems, sizing Battery Energy Storage Systems (BESS) to maximize economic and resilience benefits, conducting economic analyses, and presenting findings in a clear, professional format. By the end of the course, users will have a strong understanding of the SMM and be ready to apply their knowledge to real-world projects.

Benefits of Solar Microgrids

A Solar Microgrid delivers a trifecta of economic, environmental, and resilience benefits. 

    1. Economic
      • A Solar Microgrid can significantly reduce electricity costs compared to traditional utility purchases, while also providing increased long-term savings as utility rates continue to rise. In addition, they offer Value-of-Resilience (VOR) by maintaining critical operations during outages—often at a lower lifecycle cost than fossil-fueled generators.
    2. Environmental
      • A Solar Microgrid generates clean, renewable electricity on-site, reducing reliance on fossil fuels and cutting greenhouse gas emissions. It enhances grid stewardship by decreasing demand during California’s 4–9 p.m. peak period, when both grid stress and emissions are at their highest. By producing and consuming energy locally, a Solar Microgrid eliminates transmission and distribution losses and lowers the environmental impact of centralized power plants and the large-scale infrastructure they require.
    3. Resilience
      • A Solar Microgrid provides an unparalleled level of resilience compared to traditional fossil fuel generators. According to the Clean Coalition, resilience is defined as the ability to keep critical loads online indefinitely in the face of extreme or damaging conditions. This goes far beyond conventional reliability, which is typically measured after just five minutes of grid outage. A Solar Microgrid delivers 100% ride-through for short-duration outages, with costs scaling based on desired backup duration. It also offers the flexibility to design for indefinite resilience for selected critical loads, depending on the proportion of load served. 
A group of people standing around some solar panels

Target Audience & Overview

This manual is intended for users, professors, teachers, and instructors in the fields of engineering, environmental studies, or energy systems — as well as anyone interested in analyzing the technoeconomic feasibility of a Solar Microgrid.

The user manual is designed to be flexible — it can be used for self-guided learning, integrated into existing curricula, or delivered as a standalone course. By the end of the manual, users will be equipped to complete a comprehensive Solar Microgrid Feasibility Study, gaining valuable experience in both the technical and economic dimensions of Solar Microgrid design. The manual emphasizes project-based learning and the use of industry-standard tools, ensuring that users develop not only theoretical understanding but also practical, real-world skills.

Teaching Methodology & Recommended Tools

This manual follows a structured, step-by-step approach based on the Clean Coalition’s SMM. It is designed to be adaptable for a variety of educational settings. Instructors may integrate individual modules into existing courses or deliver the material as a focused, standalone training.

Educators and training providers have flexibility in how they implement assessments, supplemental materials, and hands-on activities. The methodology supports both theoretical instruction and applied learning, allowing instructors to customize the depth and delivery to match student needs, course objectives, or institutional requirements.

Recommended Tools

    1. UtilityAPI: A secure platform that automates the collection, standardization, and sharing of utility customer data, including electric and gas usage, billing information, and interval data. 
    2. HelioScope: A web-based solar design and sales platform developed by Aurora Solar. HelioScope streamlines the process of designing photovoltaic (PV) systems by integrating site layout and energy yield simulations, enabling rapid creation of accurate solar array designs. 
    3. Energy Toolbase (ETB) Developer: A comprehensive software platform designed for the financial analysis and modeling of solar and energy storage projects. The platform calculates the economic impacts of various system configurations, providing precise assessments of utility costs, energy savings, and overall project economics.
    4. Clean Coalition’s Solar Microgrid Analysis Processor (SMAP): A specialized tool used to clean and analyze electrical meter data, size the BESS, and evaluate resilience outcomes and their associated value.
Solar panels in the foreground with a background of a modern city skyline under a clear blue sky.

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