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Energy Finance
Batteries and Storage

Accurately Modeling the Economics of Customer Sited Energy Storage Projects - Self Study

Adam Gerza • Last updated 02/2021

4.4/5 (view ratings)
188 students
1 module
58 minutes
4 assignments

Course description


This lecture demonstrates how to accurately, objectively, and transparently model the economics for any type of behind-the-meter (BTM) energy storage project. We will candidly discuss the types of residential and C&I storage projects that offer the best savings opportunities. This will enable developers to identify the best storage use-cases in their local market today, so they can focus development resources efficiently.

There’s a lot of hype and buzz surrounding the nascent BTM energy storage market. Many solar developers are looking to strategically position themselves to get a piece of the action. But in order for the BTM storage market to really begin scaling up, developers will need to build repeatable processes for finding the best projects and closing deals.

After completing this lecture, you will understand:

  • How to model different BTM energy storage value streams: peak demanding shaving, time-of-use arbitrage, and self-consumption.
  • How to identify the types of customer load profiles and utility rate structures that offer the best savings opportunities.
  • How to optimize the Energy Storage System (ESS) size for optimal dollar savings on a specific project.
  • Best practices developers are using to present the economics of storage projects in clear and simple terms to a customer.

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Full course outline

Module 1 - Accurately Modeling the Economics of Customer Sited Energy Storage Projects

  • Accurately Modeling the Economics of Customer Sited Energy Storage Projects (58:50 minutes)
  • Presentation Materials (.pdf)


Adam Gerza

VP Business Development, Energy Toolbase

Adam Gerza is the VP of Business Development at Energy Toolbase, an industry leading software platform that specializes in modeling and proposing the economics of solar and energy storage projects. He has worked in the solar industry for over 12 years in various project development and policy related roles. Prior to solar, Adam traded natural gas commodity products for... Learn more


36 reviews

188 students have taken this course

by TIM RIGGS 01/26/2023


by Ted Monhollon 01/20/2023


by Amanda Potter, Owner, Adirondack Battery & Solar, LLC 03/22/2022

This information is just the tip of the iceberg for energy storage solutions.

by Scott Mills 11/06/2019

Good overview

by Tianming Wu 07/14/2019


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Is there a certificate of completion?

Certificates of completion are only provided to HeatSpring Membership subscribers. This course has not been approved by any credentialing organizations (NABCEP, AIA, USGBC etc) for Continuing Education Credits (CEUs). This course is for self education purposes only and completion does not indicate a level of professional expertise or credential.

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