NABCEP ESIP study materials
NABCEP ESIP study resources

NABCEP ESIP study plan

NABCEP ESIP · Give each week a clear focus.

8 weeks · About 6 hours per week

Week 1

Design of Energy Storage (BESS) Systems

  • Calculate daily and peak energy requirements from a load profile and size usable BESS capacity after applying depth-of-discharge and round-trip efficiency derates

  • Distinguish power (kW) sizing from energy (kWh) sizing and identify which loads drive each in a given scenario

  • Map the major BESS subsystems (cells, modules, racks, BMS, PCS/inverter, transformer, HVAC, fire suppression, controls) and state the function of each

  • Identify the primary NEC and code articles governing ESS siting, sizing, and labeling and note which edition applies in your jurisdiction

Your checkpoint

A one-page sizing worksheet showing load profile inputs, DoD/efficiency derates, and the resulting kW/kWh selection with assumptions listed

Week 2

Design of Energy Storage (BESS) Systems

  • Compare lithium-ion chemistries (LFP vs NMC) on thermal stability, cycle life, energy density, and typical application fit

  • Evaluate siting constraints including clearance to walls, egress paths, flood zones, temperature exposure, and ventilation requirements

  • Size conductor, overcurrent protection, and disconnect ratings for a DC-to-AC BESS interconnection

  • Explain how inverter clipping, AC coupling vs DC coupling, and backfeed rules affect design decisions

Your checkpoint

A design review memo for a hypothetical 250 kW / 500 kWh commercial BESS covering chemistry choice, siting, and electrical ratings with justifications

Week 3

Installation of Energy Storage (BESS) Systems

  • Sequence a BESS installation from site prep and anchoring through rack placement, DC cabling, AC interconnection, and controls wiring

  • Apply torque specifications and manufacturer sequence requirements for DC busbar and terminal connections

  • Identify PPE, arc-flash boundaries, and lockout/tagout steps required before energizing any circuit

  • Specify handling and lifting requirements for battery modules including weight limits and two-person or mechanical lift rules

Your checkpoint

A step-by-step installation sequence checklist for a containerized or cabinet BESS with hold points and inspection gates marked

Week 4

Installation of Energy Storage (BESS) Systems & Commissioning of Energy Storage (BESS) Systems

  • Write the pre-commissioning inspection list covering grounding, clearances, labeling, ventilation, and fire detection

  • Verify polarity, insulation resistance, and continuity checks before first energization

  • Perform and document BMS cell voltage and temperature baseline readings at the module and rack level

  • Explain the purpose of a functional performance test and how to record pass/fail criteria against the design intent

Your checkpoint

A completed mock commissioning test pack with pre-energization checks, baseline BMS readings, and pass/fail sign-off lines

Week 5

Commissioning of Energy Storage (BESS) Systems

  • Execute a controlled energization and verify inverter/PCS startup, grid synchronization, and communication to the monitoring platform

  • Test protective functions including over/under voltage, over/under frequency, and anti-islanding response and record trip settings

  • Validate SOC calibration, charge/discharge setpoints, and demand-response or peak-shaving control logic

  • Compile an as-built and O&M handoff package including schematics, setpoint records, and warranty documents

Your checkpoint

A commissioning report template populated with test results, trip settings, and control setpoints for a sample system

Week 6

Operations & Maintenance of Energy Storage (BESS) Systems

  • Build a preventive maintenance schedule keyed to manufacturer intervals for thermal management, filters, torque checks, and firmware updates

  • Interpret BMS and inverter alarms and classify them by severity and required response time

  • Diagnose common capacity-fade and imbalance causes using trend data and cell-level voltage spread

  • Plan a safe response to a thermal event including isolation, ventilation, and fire service coordination

Your checkpoint

A 12-month preventive maintenance calendar plus an alarm-response decision table with severity tiers

Week 7

Operations & Maintenance of Energy Storage (BESS) Systems & Design of Energy Storage (BESS) Systems

  • Analyze a year of performance data to compute round-trip efficiency, availability, and capacity retention against warranty thresholds

  • Identify when measured degradation triggers a warranty claim and assemble the supporting evidence

  • Produce a corrective action for a recurring fault using root-cause analysis rather than part replacement alone

  • Re-check design assumptions against as-operated data and flag sizing or thermal gaps

Your checkpoint

A performance analysis report with efficiency, availability, and degradation metrics plus one root-cause finding and corrective action

Week 8

Design of Energy Storage (BESS) Systems & Installation of Energy Storage (BESS) Systems & Commissioning of Energy Storage (BESS) Systems & Operations & Maintenance of Energy Storage (BESS) Systems

  • Complete timed practice sets across all four domains and score each domain separately to find weak areas

  • Review missed items by tracing the underlying code article, calculation, or procedure rather than memorizing the answer

  • Rehearse explaining a full BESS lifecycle from design through O&M in a concise walkthrough

  • Confirm exam-day logistics including allowed references, calculator policy, and appointment scheduling

Your checkpoint

A scored full-length practice result with a per-domain breakdown and a written list of the three weakest areas plus a remediation plan

Milestones

Week 2: Can size a BESS from a load profile and justify chemistry, siting, and electrical ratings without notes

Week 4: Installation checklist and pre-commissioning test pack are complete enough that another technician could execute them

Week 6: Can classify any BMS or inverter alarm by severity and name the correct first response

Week 8: Practice scores show no domain below 70 percent and the weakest-area remediation plan is written