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DER Interconnection Application Review

DER interconnection application review software that checks every solar and battery pack for completeness, screens it on the capacity left after the queue, and shows where it fits without an upgrade

Complete or deficient in minutes, not days.

See one case, screen by screen ↓
demo46of 46applications answered inside the 10-business-day completeness clock in the sample week, none past any clock
estimated$410Kof grid upgrade avoided on one 2 MW solar-plus-storage project, by a feeder 600 m away with 3.0 MW free
demo2,000kWof solar kept at full export with no curtailment, on a line extension estimated at $96,000 and 3–4 months instead of a 9–12 month upgrade
demo6minfrom arrival to a complete-or-deficient verdict on that pack, with every gap on its page
The problem

Why a DER interconnection application stalls before an engineer sees it

Every rooftop solar, home battery and commercial solar-plus-storage project needs the distribution utility's approval before it connects. The application is a pack — the form, the single-line diagram, inverter, module and battery spec sheets, the site plan, the account details. A coordinator opens each PDF, ticks a 14-item checklist and phones the installer. Most packs fail it: inverters not on the approved list or on old firmware, a single-line that is not stamped, or an applicant who is not the customer of record because the landlord holds the account. Each round trip with the installer is another full read, against a clock that gives ten business days to say whether the request is complete.

The feeder question comes last. Only when the pack is complete does a planning engineer screen it — and then often finds the feeder is already full, because many hosting-capacity maps leave queued projects out. A developer who checked the map still lands on a feeder the projects ahead have used up. The answer is a supplemental review and an upgrade the applicant pays for, months later, when a feeder a few hundred metres away may have had room all along.

typical90%+of DER interconnection applications are deemed incomplete on first submission (DOE)
typical2,061GWwaiting in US interconnection queues (LBNL, Queued Up 2026)
Where an application's business days goestimated
By hand8 days
With the solution1.3 days
  • Opening the pack: form, single-line, spec sheets, site plan1 → 0.1 d
  • Ticking the 14-item checklist and chasing the installer2 → 0.3 d
  • Matching inverters, modules and battery to the approved list0.5 → 0.1 d
  • Checking the customer of record, meter and service size0.5 → 0.1 d
  • Netting the queue and screening the feeder3 → 0.5 d
  • Writing the deficiency notice1 → 0.2 d

Estimated split for one commercial solar-plus-storage application, in business days, by hand and with the solution — the coordinator's and the engineer's own review time stays in both.

How it works

How an application is checked

Seven specialist agents check every pack and place it on the hosting-capacity map; the coordinator sends the notice, the engineer picks the route.

What comes in
Pack in7 sources · form, single-line, spec sheets, account, capacity
Agents at work
Application pack reader
Then
Completeness checker
Equipment list matcher
Account and meter verifier
Then
Capacity screenercapacity after the queue
Then
Connection findera feeder that fits
A person decides
Interconnection coordinatorsends every notice
What comes out
Verdict per item
Routes that fit
Deficiency notice
One case, step by step

How DER interconnection application review works: one 2 MW pack, from arrival to notice

Lumina Utilities runs interconnection for the Eastvale district: 3 substations, 9 feeders, 186 open applications. On Tuesday 13 October 2026 at 08:06, Kestrel Solar & Storage submits a 2,000 kW solar and 1,000 kW / 2,000 kWh battery project for Harlow Cold Storage, 41 Quarry Road, on feeder ML-14. Here is what happens next, screen by screen, in the working solution.

  1. 0108:06

    The queue map opens on capacity after the queue

    Nadia Ferreira · DER interconnection coordinator

    Nadia's home is the Eastvale network drawn as a map: nine feeders coloured by the capacity left after every queued application, each open application a numbered pin in queue order. The new pack waits in the tray — DER-26-04417, 2,000 kW solar + battery on ML-14. The rail shows ML-14 already: hosting capacity 4.6 MW, existing generation 2.1 MW, seven in the queue, 1.4 MW left.

    “1.4 MW left after the queue of 7” — the number a hosting-capacity map alone does not show

  2. 02One click

    Check and place — the pin drops and seven agents start

    Application pack reader

    Nadia clicks Check and place. The pin drops onto ML-14 at queue place 8, and the run plays in the rail. The application pack reader reads 10 documents, 25 pages — the form, single-line sheets E-1 and E-2, three spec sheets, site plan, lease, insurance certificate and fee receipt — and records the page for every value it extracts.

    Pack reader: marks anything unreadable for a person instead of guessing

  3. 0308:11 · 08:12

    0.6 MW short on ML-14 — and room 600 m north

    Capacity screener and Connection finder

    The capacity screener nets the queue: 4.6 MW hosting − 2.1 MW existing − 1.1 MW queued in 7 ahead = 1.4 MW left; the project asks 2.0 MW, so it is 0.6 MW short and 3 of 6 screens fail. The connection finder searches 4 feeders within 1 km and draws a dashed route on the map to AV-07, 600 m north on Quarry Road, with 3.0 MW free.

    “AV-07, 600 m north: 3.0 MW free · no upgrade” · Connection finder, 08:12

  4. 046 minutes after arrival

    11 of 14 pass — three gaps, each on its page

    Completeness checker and Account and meter verifier

    The pack opens with the form beside the 14-item checklist. Meter LM-7730215, the address and the 2,500 A service match the account. But the form names Harlow Cold Storage LLC, and account 3-118-40562 is held by Harlow Logistics Holdings Ltd, with no letter of authorisation. Every item carries its evidence and page — Form p.1, Sheet E-1, Spec p.1.

    Completeness checker: never marks an item complete without the evidence on the page

  5. 05Sheet E-1

    The single-line shows 17 inverters, not 16

    Completeness checker

    The single-line diagram is stamped by J. Okafor, PE, licence 0041877, signed 9 Oct 2026 — that item passes. But sheet E-1 draws 17 × Sorrel SPX-125-US at 125 kW each, 2,125 kW AC, while the form says 2,000 kW from 16 inverters. The margin note says what fixes it: correct the single-line, or state an export limit of 2,000 kW.

    “17 inverters × 125 kW = 2,125 kW AC. The form says 2,000 kW (16).”

  6. 06Spec p.1

    The inverter is on the list — but not this model or firmware

    Equipment list matcher

    The spec sheet is for the Sorrel SPX-125-US with firmware 2.8, certified to UL 1741 SA and IEEE 1547-2003. Lumina's approved equipment list, revision 30 Sep 2026, carries only the SPX-125-US-B with firmware 3.2 or later, listed to UL 1741 SB, IEEE 1547-2018 and IEEE 1547.1-2020. A suffix or a firmware difference is a mismatch; the matcher names the closest listed model.

    Equipment list matcher: never accepts an unlisted model or firmware

  7. 07The upgrade route

    Route C: stay on ML-14 at 2 MW, and pay for it

    Marcus Oyelaran · Distribution planning engineer

    Screens and routes puts three routes side by side. Route C keeps the full 2,000 kW on ML-14: generation on the line section reaches 3.2 MW against a 15 % limit of 3.15 MW, and voltage rise at the connection is 2.6 % against 2.0 %. It fails 3 of 6 screens and needs a voltage regulator, 0.9 km of reconductoring and a supplemental review — an estimated $410,000 and 9–12 months.

    “screening only — the engineer's study decides”

  8. 0808:24

    Marcus chooses route B: connect to AV-07

    Marcus Oyelaran · Distribution planning engineer

    Route B connects to AV-07, 600 m north along Quarry Road: 2.0 of 3.0 MW, a line extension estimated at $96,000 and 3–4 months, full export with no curtailment, and all 6 screens pass. Route A stays on ML-14 with export held to 1,400 kW, using the battery for the midday surplus. Marcus chooses B; the notice now recommends it and offers route A as well.

    “Moving the connection 600 m avoids the $410,000 upgrade that route C needs, and keeps the full 2,000 kW export.”

  9. 0908:31

    One notice, every gap, and where the project fits

    Nadia Ferreira · DER interconnection coordinator

    The deficiency notice writer has drafted the letter in plain words: the account holder, the AC rating and the inverter model, each with what to send and its page, then “Where your project fits” with the two routes. Nadia reads it and sends it to Tom Hale at Kestrel Solar & Storage at 08:31 — 25 minutes after arrival, on day 0 of 10. The clock pauses and queue place 8 is kept.

    “The notice writer drafts; only you can send. Sending pauses the clock and keeps queue place 8.”

  10. 10This week

    46 of 46 inside the completeness clock

    Elena Brandt · Manager, DER interconnection

    Elena owns the clocks. The Clocks screen counts business days on each one, paused while an application is with the applicant, with holidays from Lumina's calendar: 46 of 46 answered inside the 10-day completeness clock, a median of 6 minutes from arrival to verdict, and 0 past any clock. The longest took 1.2 days — a hand-drawn single-line that Nadia read herself.

    Screening clock — 15 business days from complete, closest to the limit first

Who it’s for

Built for everyone who touches an interconnection application.

The same 2 MW pack, seen by the five people who handle it — what their week looked like, and what it looks like now.

NF
Nadia FerreiraDER interconnection coordinator, Lumina Utilities · sends every notice
Interconnection coordinator
Before
Opens 40–60 new packs a week, ticks a 14-item checklist by hand and phones installers. “I spend my morning finding a missing stamp, and the feeder question waits for Marcus.”
Now
Opens each pack already checked, with every gap on its page and the feeder answer beside it, and sends one notice with everything missing and the routes that fit.
MO
Marcus OyelaranDistribution planning engineer · chooses the technical route
Planning engineer
Before
Runs screens and power-flow studies and decides supplemental review and upgrades. “Half the studies I run end with ‘the feeder is full’ — I'd rather know that before the study.”
Now
Sees the screens on the capacity left after the queue and three sized routes before any study, and chooses the route; studies stay his.
EB
Elena BrandtManager, DER interconnection · owns the clocks, signs offers over 1 MW
Manager, DER interconnection
Before
Owns the clock, the backlog and regulator reporting. “I need every application answered inside ten business days, and the reason written down.”
Now
Sees every clock in business days, paused for cure periods, with the closest to the limit first and why each pack was deficient.
TH
Tom HaleProject developer, Kestrel Solar & Storage · the applicant
Applicant
Before
Learns about one gap at a time, and about the full feeder last. “Tell me everything that's missing at once — and tell me where it would fit.”
Now
Gets one notice with every gap, its page and the fix, plus the routes that fit without an upgrade — his place in the queue kept while he replies.
RM
Ravi MenonField metering and commissioning lead · witness tests and meter exchanges
Metering and commissioning
Before
Witness-tests systems after approval. “If the inverter on the roof isn't the one on the form, I find out on site.”
Now
Every inverter and battery is matched by model and firmware to the approved list before approval, and unlisted devices are held at the pack.
Built on the engine

7 agents. Each with one job, and hard limits.

Seven specialist agents check every pack and place it on the hosting-capacity map; the coordinator sends the notice, the engineer picks the route.

Application pack reader

Reads the form, single-line diagram, spec sheets and site plan, and extracts applicant, account, meter, service, AC and DC ratings, inverter and battery models with firmware, the inverter count from the single-line, the engineer's stamp and the disconnect location — with the page for every value.

  • Never edits an applicant's document
  • Marks unreadable pages for a person instead of guessing
Completeness checker

Decides pass, deficient or not applicable for each of the 14 checklist items from the extracted values, cites the page, and says exactly what is missing and what would fix it.

  • Never marks an item complete without the evidence on the page
Equipment list matcher

Matches every inverter, module and battery, by model and firmware, to the approved equipment list, and names the closest listed model when one does not match.

  • Never accepts an unlisted model or firmware
  • A suffix or firmware difference is a mismatch
Account and meter verifier

Reads the account named on the form and compares the account holder, premises address, meter number and service size, reporting every difference.

  • Read-only on customer accounts — never changes a customer record
Capacity screener

Finds the feeder from the meter, takes hosting capacity from the planning model, subtracts existing generation and every application ahead in the queue, and runs six screens: capacity left, 15 % of line-section peak, voltage rise, fault current, reverse power and the service transformer.

  • Never changes a queue position
  • Screening only — studies stay with the engineer
Connection finder

When a project does not fit, searches feeders within the search radius, nets each one's queue and runs the six screens, sizes a line extension along existing streets and an export limit when the battery can hold the surplus, and returns at most two routes that fit with the cost of the upgrade route.

  • Never promises capacity — routes are indicative until the engineer confirms
Deficiency notice writer

Drafts the notice in short plain sentences: one numbered item per deficiency with what to send and its page, then where the project fits, with the routes from the connection finder, labelled as screening results.

  • Never sends — a draft until the coordinator sends
  • No internal codes in the letter
Coordinator and planning engineer

The coordinator sends; the engineer picks the route. The agents propose; a named person decides.

Ask in plain words

Ask about any application, feeder or check

Ask in plain words about an application, a feeder, a check or a clock. Every answer points to its source — the planning model, the rules, the pack.

Why does Harlow Cold Storage not fit ML-14?

Because the seven applications ahead of it use most of what is left. ML-14 can host 4.6 MW at the Quarry Road node; 2.1 MW is already connected and 1.1 MW is queued ahead, so 1.4 MW is left and the project asks 2.0 MW. At 2.0 MW the voltage rise would be 2.6 % against the 2.0 % limit, and the line section would carry 3.2 MW against 3.15 MW.

Where else could a 2 MW project near Quarry Road connect?

Feeder AV-07, 600 m north along Quarry Road. It has 3.0 MW free after its queue of 14; the full 2,000 kW passes all six screens, with a 1.1 % voltage rise. A line extension is estimated at $96,000 and 3–4 months — against about $410,000 and 9–12 months to upgrade ML-14. Or stay on ML-14 with export held to 1,400 kW.

Which installers send the most incomplete packs?

Account-holder mismatches lead: 11 of the 40 gaps this week, mostly tenants applying for a landlord's account. Brightline Home Energy is complete first time least often — 9 % of 32 packs. A letter-of-authorisation template on the applicant portal would remove most of these.

Are we inside the clocks this week?

Yes — all 46 applications were answered inside the 10-business-day clock, with a median of 6 minutes from arrival to verdict. The longest took 1.2 days: a hand-drawn single-line that Nadia read. On the 15-day screening clock, the closest application has 2 business days left.

Every screen

The working solution, as it ships.

13 screens from the working solution, on its sample data. Pick one to see it large.

The queue mapNine feeders coloured by the capacity left after the queue, every open application a pin in queue order, the morning's arrivals and the selected feeder's capacity stack.
Check and placeThe new pack drops onto its feeder and the seven agents run in the rail, step by step.
Short here, room nearby0.6 MW short on ML-14, and a dashed route to AV-07, 600 m north, with 3.0 MW free and no upgrade.
The pack and its checklistThe application form with margin notes beside the 14-item checklist, each item with its evidence and page.
The single-line diagramThe stamp checked, and 17 inverters drawn where the form says 16 — 2,125 kW against 2,000 kW.
The inverter spec sheetModel and firmware matched to the approved equipment list: SPX-125-US, firmware 2.8, against the listed SPX-125-US-B, firmware 3.2 or later.
The upgrade routeStaying on ML-14 at 2,000 kW fails 3 of 6 screens: an estimated $410,000 upgrade, 9–12 months and a supplemental review.
Screens and routes that fitThree routes side by side, the six screens for each and the route chosen by the planning engineer.
The deficiency noticeEvery gap with what to send and its page, and where the project fits — sent by the coordinator, clock paused.
Equipment against the list412 inverters and batteries in 46 packs matched by model and firmware; devices not on the list and the packs held for them.
Installers and their gapsHow often each installer's pack is complete first time, the most common gap, and why packs were deficient this week.
The clocksBusiness days used on every clock, paused while an application is with the applicant, closest to the limit first.
Your rulesScreens, capacity colours, the search for a connection that fits, the 14-item checklist, the clocks and the approvers.
Governance

Cited, screened, and decided by people.

Every check cites its pageEach of the 14 items shows its evidence and the page it came from — Form p.1, Sheet E-1, Spec p.1. Every screen shows its value, its limit and the planning-model run behind it.
Agents draft; people sendThe deficiency notice writer drafts; only the coordinator sends. The planning engineer chooses the technical route and orders supplemental review, and offers over 1 MW need the manager, Elena Brandt.
Overrides need a written reasonThe coordinator can override a failed check only with a reason, and the override is shown on the check — “Overridden by Nadia” — and recorded in the audit trail.
Read-only on accounts, the list and the modelThe agents read the pack, the customer account, the approved equipment list and the planning model, and never change them. The applicant's documents are kept as received.
Queue order is never touchedNo agent changes a queue position. Capacity is a screening result, refreshed from the planning model nightly at 02:00 and labelled as such; every route says “screening only — the engineer confirms”.
Every step on the recordEach check, override, route choice and notice is recorded with who and when, and every change to the screens, clocks and approvers is recorded with who and why.
Configuration

Your tariff's rules, not ours

The screens, the search for a connection that fits, the checklist, the clocks and who signs are settings Lumina configures — every change recorded with who and why.

SettingDefaultChoose from
Line-section generation at most15 % of annual peak loadAny percentage, set to the governing interconnection rules
Voltage rise at the connection at most2 %Any percentage · fault current contribution at most 10 % · reverse power at the substation checked
Capacity colours, left after the queuegreen ≥ 2.0 · amber 0.5–2.0 · red < 0.5 MWColours the feeders and pins on the queue map
Planning model refreshNightly 02:00Hosting capacity re-read and the queue netted on every feeder
Look for a feeder that fits within1,000 m of the siteAny distance · overhead extension at $160 a metre, underground at $410 · export limit offered when the battery can hold the surplus · up to 2 routes shown to the applicant, each labelled “screening only — the engineer confirms”
Completeness checklist14 itemsEach with when it applies — every application, stamp over 25 kW, or when storage
ClocksCompleteness 10 · cure 15 · screening 15 business daysCompleteness from arrival, cure for the applicant, screening from complete
Who decidesNotice: Nadia Ferreira · route: Marcus Oyelaran · offers over 1 MW: Elena BrandtCoordinator, distribution planning engineer, manager of DER interconnection
Connections

Works with the systems interconnection already runs on

Applicant portalapplication forms, single-line diagrams, spec sheets, site plans, leases, insurance and fee receipts as received
Approved equipment listinverters, batteries and modules approved to connect, by model and firmware — UL 1741 SB, IEEE 1547-2018
Customer accountsaccount holder, premises, meter and service size, read-only
Planning modelhosting capacity by node from the nightly run, line-section peak and minimum load
Interconnection queueevery open application on its feeder, in queue order, with its status
Interconnection rulesthe checklist, the screens and the clocks, from Lumina's interconnection rules
What it changes

The difference, in numbers.

Every figure is labelled: a target the solution is built to, an estimate, a typical published result, or a proven one.

target
100%
of applications answered inside the 10-business-day completeness clock
46 of 46 this week
estimated
$410K
of grid upgrades avoided on one 2 MW project, by a feeder 600 m away with room
Upgrade ML-14$410,000
Extend to AV-07$96,000
target
6min
median from arrival to a complete-or-deficient verdict, not days
Days by handMinutes

“demo” = seen in the working solution, on its sample data · “estimated” = the upgrade estimate for route C in the sample case, and our split of an application's business days · “typical” = published figures (DOE via PV Tech, 2025 — over 90 % of DER interconnection applications deemed incomplete; LBNL, Queued Up 2026 — 2,061 GW in US interconnection queues). Context: small generator interconnection procedures based on FERC's SGIP give ten business days to tell an applicant whether a request is complete, and use a fast-track screen of 15 % of line-section peak load; IEEE 1547-2018 and UL 1741 SB set the equipment requirements. Lumina Utilities is fictional; people, installers, sites, feeders and equipment models named on this page are characters and sample data in the working solution.

Questions

What interconnection teams ask us.

What is DER interconnection application review software?

Software that takes a rooftop solar, battery or commercial solar-plus-storage interconnection application from arrival to a complete-or-deficient verdict. DER Interconnection Application Review uses seven agents to read the pack, check 14 items with the evidence on the page, match the equipment to the approved list, screen the project on the capacity left after the queue and draft the deficiency notice. The coordinator sends; the planning engineer chooses the route.

How does the interconnection completeness review work?

The application pack reader extracts every value from the form, single-line, spec sheets and site plan with its page. The completeness checker decides each of the 14 items — from the signed form and fee to the stamped single-line, the inverter settings profile and the lockable disconnect — and says exactly what is missing and what would fix it. In the sample case, 11 of 14 passed and 3 were deficient, 6 minutes after arrival.

Does it check inverters against our approved equipment list?

Yes. The equipment list matcher checks every inverter, module and battery by model and firmware against your approved list. A suffix or firmware difference is a mismatch: in the sample case, a Sorrel SPX-125-US on firmware 2.8 was flagged because the list carries only the SPX-125-US-B on firmware 3.2 or later, listed to UL 1741 SB and IEEE 1547-2018.

Why do hosting capacity maps miss the interconnection queue, and how does this fix it?

Many hosting-capacity maps leave queued projects out, so a developer who checked the map can still land on a full feeder. The capacity screener subtracts existing generation and every application ahead in queue order, and the queue map colours each feeder and pin by the capacity left after them. When a project does not fit, the connection finder shows the nearest feeder or export limit that does.

Does it run the fast-track screens?

It runs six screens on the capacity left after the queue: hosting capacity left, generation on the line section against 15 % of its annual peak load, voltage rise at the connection, fault current contribution, reverse power at the substation and the service transformer. The limits are your settings. These are screening results — power-flow studies and supplemental review stay with your planning engineer.

Will it help us meet the 10-business-day completeness clock?

It is built to. Every pack is checked as it arrives and the Clocks screen counts business days on each clock, paused while an application is with the applicant, with your holiday calendar. In the sample week, 46 of 46 applications were answered inside the 10-day clock, with a median of 6 minutes from arrival to verdict.

Do people stay in control of notices, routes and offers?

Yes. The agents are read-only on the pack, customer accounts, the approved list and the planning model, never change a queue position and never send. The coordinator sends every notice and can override a check only with a written reason; the planning engineer chooses the route; offers over 1 MW need the manager.

How long does it take to go live?

The Agentic Solution Engine builds and deploys it from your requirements and documents — your interconnection rules and checklist, application forms, approved equipment list and a sample of past packs — and it goes live once every quality gate has passed. We will walk you through it on your own applications and feeders first.

See it on
your interconnection queue.

We'll run DER Interconnection Application Review on a sample of your own application packs, feeders and queue.