LOAD SIDE CONNECTIONS
Design
Put simply this would be:
Equipment upstream from (above) the main disconnect breaker.
This equipment will always be energized, whether the main breaker is on or off.
Equipment downstream (below) from the main disconnect breaker
This equipment can be de-energized by switching off the main breaker.
How do load side connections differ from supply side connections?
Backfeed considerations:
On a load side connection, you are not at liberty to backfeed up to the rating of the bus bar. There are a couple different rules you can use but here at Ion we default to the code article that gives you the most liberties:
120% rule
It should also be noted that when connections are made to sub panel feeders, the sub panel/feeders should be protected with a main breaker. This is also not a rule for supply side connections.
Before we get into load side connection types, we need to get into the code details for load side connections as seen in NEC 705.12.
Here at ION we default to the 120% rule to determine the maximum allowable PV backfeed:
NEC 705.12(B)(3)(2): PV backfeed cannot exceed 120% of the bus rating subtracting the main breaker rating.
In this configuration, the PV breaker must be placed in the furthest position from the main breaker.
In the example to the right, the MSP has a bus rating of 200A and a main breaker rating matching at 200A. This is what the math should look like for the 120% rule:
(200 * 1.2) - 200 = 40A backfeed available.
When we have a sub panel with no main breaker feeding from the bottom lugs of the MSP such as what is depicted to the right, extra precaution has to be taken.
NEC 705.12(B)(3)(6): Connections shall be permitted on busbars of panelboards that supply lugs connected to feed-through conductors. The feed through conductors shall be protected with one of the following methods:
The sum of the main breaker and the inverter backfeed will not exceed the rating of the feed-through conductors
or
An OCPD (main breaker) will be installed to protect these feeders.
Here at ION we will default to installing a main breaker to protect sub panels in most cases.
Just as with supply side connections, all PV circuits must have an OCPD ahead of the point of interconnection. NEC 705.12(A) Dedicated Overcurrent and Disconnect
This is the easiest and most common form of interconnection:
Use a 2 pole (240V) breaker rated for backfeed in the farthest position from the main lugs using the 120% rule.
The photo to the right shows a typical indoor MSP. The first thing to establish when considering a load side breaker type interconnection is weather or not there is physical space on the bus bar to add a breaker.
Remember that if there are not 2 spaces available on the bus bar, you should check if breakers can be thinned to make space.
If this is not possible, you need to explore other options.
in this example, there is space for a 2P breaker toward the top of the bus.
The next step will be to complete backfeed calculations using the 120% rule.
We have a bus rating of 200A
It's hard to see in this photo, but the main breaker rating is 150A. Using the 120% rule, the math should look like this:
(200 * 1.2) -150 = 90A
90A should be plenty of backfeed for most systems.
Remember, a condition of the 120% rule is that the PV breaker needs to be installed in the furthest position away from the main disconnect. We need to instruct the installers to move breakers up into the 2 available spaces (green) so that we can position the new PV breaker at the bottom.
You will need to add this to your data collection during this step.
This is what the diagram should look like:
This example is similar to the last. The MSP is indoors and may or may not be back-to-back with the meter.
There are several spaces available for a 2P PV backfeed breaker. The red box represents where the breaker will be installed.
Now we need to check how much we can backfeed onto this bus using the 120% rule.
The main breaker is rated for 200A.
The label indicates that the bus is also rated for 200A
The math should look like this:
(200 * 1.2) - 200 = 40A available backfeed.
For this system, we are backfeeding 35A of solar, so this bus should be more than capable of supporting this.
This type of setup is pretty common. Here we have a main disconnect panel beside the meter. This main disconnect is feeding the main distribution panel inside.
You can think of this main disconnect and the panel inside as two parts of one unit for the purpose of interconnection. This disconnect is actually the main breaker for the panel inside.
Though completing a supply side or load side tap at the main disconnect outside is an option, a breaker interconnection will be preferred if the "sub" is back-to-back. We're still calling this a sub panel as it will need to be shown as a separate enclosure from the main disconnect on the electrical diagram.
There is physical space for a 2P breaker here.
And we know that panel is back-to-back with the main disconnect because we can see the feeders coming from the back of the enclosure.
If the feeders come from the top/side walls of the enclosure, this will likely indicate that the panel is remote from the equipment outside, not back-to-back.
Now we'll complete the backfeed calculation using the 120% rule. The bus is rated for 200A, but there is not a main breaker in this enclosure, so what do we do?
Remember, the main disconnect outside will be considered the main breaker for the sub panel enslosure in this type of scenario. The disconnect outside is rated for 200A.
The math should look like this:
(200 * 1.2) - 200 = 40A
This is what the diagram should look like:
The drawing always needs to show all enclosures between the point of interconnection (PV breaker) and the utility meter.
Even though the main breaker is in a separate enclosure, this system behaves the same and has the same rules as if the main breaker was in the same enclosure as all of the loads (green boxes for visual)
40A of available backfeed is plenty of backfeed available for the 30A of backfeed this system will produce.
The red box indicates the point of interconnection: Load side breaker - sub panel - main with no loads.
This is a setup that is more common in areas like New Mexico. This meter/main combo has two service disconnects in a single enclosure. The preferred method of interconnection would be to interconnect in this enclosure if it is possible.
The first thing you'll notice about the MSP in this enclosure is that it appears to be full. Here's the problem: the labeling appears to be faded to a point that it won't be legible and the surveyor didn't get photos of it so it is unknown if any of the spaces will allow tandems. In addition to this, a supply side tap is not an available option for a meter/main combo.
Now we need to look for alternative options. We can start by looking at the second service disconnect in this enclosure.
This setup can look a little confusing but focusing on just the second service disconnect, you'll see that the setup is actually identical to the previous example. It is a main disconnect feeding a distribution panel elsewhere in the home.
Remember, a breaker interconnection on the sub panel will be preferred but only if it is back-to-back with the main disconnect.
We can use this photo as context:
Meter main is adjacent to the garage.
Most likely, the panel being fed from the main disconnect is also in the garage, but we need to ensure it is sharing a wall with the meter/main.
This is what the connected sub panel looks like. The feeders appear to come from the top wall of the enclosure. This doesn't necessarily mean that this panel is not back-to-back with the main disconnect, but it is an indicator that we need to look for other indicators of its location.
In addition, we have many slim breakers in this panel. We need to ensure that this load center allows thin breakers and if it does, we may be able to thin further to accommodate solar.
This photo is a pretty conclusive indication that the sub panel is sharing a wall with the main disconnect. This means we can still consider interconnecting on it.
The labeling indicates "A/B" for each breaker space. This means that you may use thin breakers on all breaker spaces. This is great news for us as we now know we can thin breakers to make space for a 2P PV breaker.
This label also has a detail for alternate main breakers. The listed breakers go up to 200A. The surveyor didn't get a photo of the proper bus rating, but we can use the 200A figure since we know that is the max main breaker size.
We will plan to consolidate 4 of the 1P breakers onto slims to make space for a 2P breaker. This will be added to our data collection during this step.
Wait, there's no main breaker?
Remember, this set up is like the last one. The main disconnect feeding this panel acts the same as if it was installed where the green box is.
The main breaker is rated for 200A. Remember to account for backfeed:
(200 * 1.2) - 200 = 40A
This diagram looks extremely similar to the last one. This system backfeed for this system is 30A, so 40A will be plenty to handle this. Notice that we don't need to do anything special on the diagram when thinning breakers, they're still existing loads.
This interconnection type is not used very often. Here's the basics of what you need to know:
Mainly used in a full main disconnect enclosure (MSP) with the sub panel being somewhere in the middle of the home.
Must be connected to sub panel feeders. Cannot tap general load branch breakers.
Sub Panel feeders must be protected with a main breaker on the other side.
Load taps connected to a branch breaker must be relocated to the furthest position from the main lugs
Follows the 120% rule.
In this example, the main panel is full of tandem breakers and GFCI breakers that cannot be thinned. Remember, an outdoor interconnection is always preferred, so we need to look for more options.
The breaker in the red box is feeding a sub panel somewhere on the interior of the home. Note that if the sub panel is not back-to-back then it should not be considered for interconnection.
Assuming the sub panel is not back-to-back, we should consider a load side tap, though we should still do our due diligence and make sure to get a proper location on the sub panel to rule it out in the next few steps.
When load side tap connections are made to a feeder connected to a branch breaker, then the branch breaker that the feeders are connected to essentially becomes the PV breaker and should follow the 120% rule. First, we need to collect the bus rating and main breaker rating. We saw the main breaker is 200A in the previous photos and this photo shows that the bus is also rated for 200A.
(200 * 1.2) - 200 = 40A
The sub panel appears to be in the basement and away from the MSP. Since it is away, we should rule out trying to interconnect on it alltogether. We will want to complete a load side tap, but there's one more factor we need to consider.
this sub panel needs a main breaker protecting it. There are a couple of options here. We could do a proper main breaker kit if the panel supports it, if not, we could consider a backfed main breaker using a typical 2P branch breaker.
It is advisable to always source a proper main breaker kit when you can, but the surveyor did not get photos of labeling that would indicate if the sub panel would accept one, nor did they get a photo of the panel with the deadfront off, so the designer decided to go with a backfed main breaker matching the 50A rating of the breaker feeding this panel from the MSP and performed a load side tap.
This is what the diagram should look like. Notice the tap highlighted. The new main breaker in the sub panel is indicated as New (N) and we have a fusible AC disconnect ahead of the point of interconnection rated for PV backfeed.
This set up is extremely similar to the setup used for the load side breaker - sub panel examples earlier in the training. We have a main disconnect outdoors feeding a distribution (sub) panel indoors. So what are the key differences to consider when choosing between a load side tap or a load side breaker - sub panel in a situation like this?
The main consideration simply boils down to the location of the sub panel. If it is back-to-back or on an exterior wall grouped with the main disconnect, you should consider a breaker interconnection in the sub panel. If the sub panel is somewhere remote on an interior wall of the home, you should start considering a load side tap instead.
So that's exactly what we'll focus on in this example.
This sub panel is on an interior wall in the basement. So we already know we will be using a load side tap, now we just need to ensure the sub panel is protected. Often, the labeling will indicate the proper main breaker kit that should be installed for the model.
The knock out on the deadfront confirms that the panel should be able to accept a proper main breaker.
But, the listed model number for the proper main breaker is under these wires so it is not visible in the photos. The labeling does call out alternatives we could fall back on if needed, but indoor HOM type load centers usually use a common main breaker that is also used for QO models and we can use other context clues to confirm this.
QOM breakers are the easiest to call out by inspecting the main lugs. Note the lug spacing and the anchor space for the hold down kit. These lugs are detachable to allow for QOM type breaker tabs to land on them.
This is the QOM main breaker that should be called out:
The spacing is identical to the existing lugs
The hold down coordinates with the anchoring on the panel as seen in the photo.
The breaker profile matches the knockout on the deadfront.
Note that QOM is only compatible with Square D HOM and QO type load centers and you need to thoroughly investigate every time you call one out. This breaker is not compatible with every HOM or QO model; always use the labeling when it is available and legible and use context clues as we did in this example.
This is what the diagram looks like. Notice the callout for a new main breaker in the sub panel.
A note regarding backfeed:
When a connection is made to a feeder coming from a main disconnect only type panel (in other words, not from a branch breaker) the 120% rule does not apply. The rules will be similar to a supply side tap wherein we are at liberty to backfeed up to the rating of the feeders.
When considering a load side connection, we know we need to consider the following:
For load side breakers:
physical space on the bus
Adequate backfeed available using the 120% rule
For load side taps:
Sub panels need to be protected by a main disconnect
Adequate backfeed available using the 120% rule when the tap is made to a feeder coming from a branch breaker.
When a supply side connection is not an available option to overcome the hurdles mentioned above, there are still options to consider:
Derate:
Used to increase the allowable backfeed by downsizing the main breaker.
Sub panel insert
Used to relocate loads to make space for PV
Can also be used to correct code violations such as illegal tandems and double lugged breakers.
Can be used to house a main breaker in order to protect sub panels down stream that cannot accept a main breaker.
Every example we looked at above had sufficient backfeed to sustain PV, but that won't always be the case. Derating is a method used to create more available space for backfeed:
Derates always require a residential load calculation completed and included with the plan set to determine if derate is viable
Requires a Temporary Disconnect Reconnect (TDR) Special Service Object (excluding some markets).
Example: A 200A/200A meter/main; PV backfeed totals 50A.
200 x 1.2 = 240
240 - 200 = 40A
But if we derate down to 175A then:
240 - 175 = 65A available for PV backfeed
How do you complete a load calculation?
The first thing to understand: what is a Volt-Ampere (VA)?
VA is a figure used for sizing breakers and conductors.
VA = VxA in a circuit.
Example:
A 20A 2P breaker has a Voltage of 240V:
20A x 240V = 4800VA
What about a 20A 1P breaker? A 1P breaker is rated for 120V:
20A x 120V = 2400VA
This is the basic principle. There are a few code specifics that change this.
But wait, why aren’t all of our values here the unadulterated version of the VA calculation?
The NEC has specific minimum guidelines for load calculations which are built into our design tool.
NEC 220.82(B)(1) General Lighting and Receptacles:
3 VA/sq. Ft for general lighting and general use receptacles. The floor area for each floor shall be calculated from the outside dimensions of the dwelling unit. The calculated floor area shall not include open porches, garages, or unused or unfinished spaces not adaptable for future use.
Looking at the photo on the right, which loads would be accounted for in this portion of the calculation?
Any light or receptacle breaker.
That means that these breakers don't need to be accounted for anywhere else, we can use the square footage figure only (this figure goes in the very top section).
Example:
See the example on the right: Section (1) General Lighting and Receptacles.
In this example, the home has a square footage of 3500 sq. ft.
The DT will use the square footage figure you plugged in and multiply by 3 VA.
Next, we factor in small appliances. Small appliances are 1P/120V appliances. Typically: washer, microwave, fridge, etc.
NEC 220.82(B)(2) Small Appliances and Laundry:
1500 VA for each 2 wire (1P) 20A small appliance branch circuit and each laundry branch circuit.
Looking at the photo on the right, which loads would be included in this portion of the calculation?
Any small appliance (fridge, microwave, etc) attached to a single pole breaker.
For these fields, we only need the quantity, as each will count as 1500 VA for the calculation.
Example:
See the example on the right: Section (2) Small Appliances and Laundry:
In this example, we counted 5 small appliances (Microwave, Furnace, water softener, "tankless", Disposal/Dish)
"Laundry" will always have a minimum value of 2. This increases if, for whatever reason, the customer has 3 laundry units or more.
The DT will then multiply the quantity selected by 1500VA for each of these figures.
Next, we factor in larger appliances. Specific appliances are any 2P/240V appliance. Typically: Dryer, Electric Range, Oven, etc.
NEC 220.82(B)(3)&(4) Specific Appliances, Ranges, Dryers, Water Heaters: Nameplate rating of all major appliances.
What’s a nameplate rating?
Nameplate rating is the maximum power rating of the appliance per the manufacturer specifications.
Here at ION, we just use the breaker rating since the appliance nameplate rating will be rated at or below the breaker rating. If the surveyor got photos of nameplates, use this rating.
** note that some AHJs/Utilities may require that we use the specific nameplate rating in some cases **
Looking at the photo on the right, which loads would be included in this portion of the calculation?
Example:
See the example on the right: Section (3) Specific Appliances, Ranges, Dryers, Water Heaters:
In this example, we have a "well", dryer, and "garage" all on 2P breakers.
Any that are not on the directory drop down can just be added as "Other 240V Appliance)
Input the breaker ampacity next to each appliance.
The DT will complete the VA calculation for you.
This calculation assumes that breakers are sized at 125% of nameplate rating for these appliances.
Finally, we will factor in Heat and Air Conditioning Loads.
NEC 220.82(C) Heating and Air Conditioning Loads: The largest of the following six selections shall be used:
100% nameplate rating of the air conditioning
100% nameplate rating of the heat pump when it is used without any supplemental electric heating.
100% nameplate rating of the heat pump compressor and 65% of the supplemental electric heating for central electric space heating systems
65% of the nameplate ratings of electric space heating if less than four separately controlled units
40% of the nameplate rating of electric space heating if four or more separately controlled units
100% nameplate rating of electric thermal storage and other heating systems where the usual load is expected to be continuous at the full nameplate value.
For most markets, surveyors will not get name plate ratings for these units as they aren't specifically required by the AHJ. W
We will assume the worst case scenario and use the circuit breaker size for this calculation instead as it will likely be rated higher than the actual nameplate rating of the unit.
** note that some AHJs/Utilities may require that we use the specific nameplate rating in some cases **
Example:
See the example on the right: Section (4) Heating and Air Conditioning Loads:
In this example, we have a single AC unit on a 20A breaker.
Input the breaker ampacity in the associated box. In this example, we only need to use AC unit 1.
The DT will complete the VA calculation for you.
This calculation assumes that breakers are sized at 125% of nameplate rating for these units.
Now that we have all of this added, how is it applied to the design?
In the example to the right, the total VA load on this residential service came out to 30968 VA.
Now we divide this number by the continuous voltage of the bus bar: 240V
30968 VA / 240V = approximately 129A total load as seen at the bottom of the load calc page. Now we know that the minimum size main breaker for this bus rounds up to 150A, so the 175A main breaker this designer has selected is sized appropriately according to this load calc.
Essentially, this calculation is completed to justify downsizing the main breaker by establishing how much load is on this bus.
If the total load is over the size of the new proposed breaker (example: you want to derate from 200A down to 175A but the load calc says the total load is 180A) then you will need to explore other avenues.
If the total load is at or below the threshold for the new main breaker size, you are good to continue and submit for review.
As summarized earlier, a sub panel insert is used primarily to relocate loads to make space for PV, correct code violations, or house OCPDs for sub panels that require protection but will not accept a main breaker.
This is done by simply installing a new sub panel to feed from the MSP and moving circuits over to breakers in the new sub panel. Most often this new sub panel will also house the new PV breaker.
Example:
This is an example of a meter/main that appears to be completely full. Remember, a supply side connection will not be available on a typical meter/main.
Normally, the first course of action with a full panel would be to look to see if any breakers can be thinned to make space for a 2P PV breaker but that does not appear to be an option here.
This breaker is feeding a sub panel, however, the interior sub panel is on an interior wall and does not have an option for a main breaker add-in.
This will make both a load side tap, and load side breaker - sub panel non viable.
So what can we do?
By completing a sub panel insert, we can relocate some of the loads and this also adds a brand new bus for us to use for interconnection:
loads were removed from the MSP to make space for a 60A 2p to feed the new sub panel.
The new sub panel will house the relocated loads and our PV.
This will be much more cost effective than completing a main panel upgrade and a lot less work than pursuing interconnection on an interior sub panel:
No drywall cuts.
Minimal breaker relocation.
A PER IS ALWAYS REQUIRED WHEN CONSIDERING A SUB PANEL INSERT.
In this example, we have the MSP directly next to the meter. Additionally, it appears that we can most likely mount our equipment to the right of the meter.
We should still look for a photo a little farther away to verify that there's sufficient space on the right to ensure that there are no unexpected obstructions such as a gas meter or fence that might cause issues. The photo on the lower left confirms this.
We also know the meter height is about 4.5'. This could be important later. Also note that this is a ringless 200A meter can indicated by the model number ending in "200"
Lets go ahead an notate this info in our data collection now:
The first thing to look for before anything else is any potential show stoppers. For electrical, that would be damage or code violations. Make sure to scan through all the photos looking for anything that might be a red flag.
There are no indications of damage or code violations. Given the lug barriers and installed surge protective device and the overall condition of the equipment, it appears to have been installed in the last few years. Generally speaking, you don't need to scrutinize the condition of the electrical equipment as much on newer equipment. This is not a hard and fast rule as code violations are still possible even on new construction.
Notice how much space there appears to be on this bus. This tells us, given that we have sufficient available backfeed, a load side breaker will most likely be the best option for interconnection.
Next, we need to calculate the total allowable backfeed on the load side. We'll need to find:
The bus rating
The main breaker rating
We have a Bus rating of 225A and a main breaker rating of 200A. Let's notate that and then we'll calculate the backfeed:
We need to comply with NEC code article 705.12(B)(3)(2), otherwise known as the 120% rule:
To do this we will multiply the bus rating (225) by 1.2 and then subtract the main breaker rating (200). This will give us the maximum current we can backfeed on the load side.
Notate the total allowable backfeed.
Now we know we can land up to 70A of solar on the load side. Now we need to know how much total backfeed will produced by all microinverters combined. As of this publishing we are using Enphase IQ8+ Micro inverters. We can use the guidelines in NEC article 690.9(B) to do this calculation: Backfeed device ratings shall be no less than 125% of the [inverter] maximum continuous output current.
The maximum continuous output current for one IQ8+ Microinverter is 1.21A according to the spec sheet. We'll multiply that continuous output by the total number of microinverters that will be used and then multiply that by the 125% (or 1.25) safety figure factored into the code.
We will round up to the nearest size OCPD (breaker or fuse). In this case, it will be 20A.
It appears that we have supply side service conductors as a viable option.
We also have a load side breaker as a viable option
What are the factors that are going to make this decision for us?
Cost
Labor
We want to design an installable product while wasting as little effort as possible on the part of our installers. Thinking about the equipment needs.
A supply side tap would require:
Piercing taps
Fusible AC disconnect enclosure
Fuses and fuse reducers
A Load side breaker would require:
Only a breaker
Again, we're being lead to a load side breaker being the best method of interconnection.
Let's use the Interconnection Flow Chart to check our judgement:
The top preferred interconnection type for this category is a supply side breaker, but this is not available to us on this MSP. Load Side Breaker is the very next option. Also note that it is listed above Supply Side Tap in the order of preference.
Now we can fully conclude that we will use a load side breaker.
The final thing we will need to complete the interconnection call out is the make of the MSP to ensure we source a compatible breaker.
Be careful with this. Notice it says EATON on each breaker. This is where it gets a little confusing at first. EATON purchased Cutler Hammer a number of years ago but continues to manufacture CH type breakers. CH type panels are easily distinguished from BR type panels because of the tan handles on their breakers.
You will call it out as Culter Hammer if:
Labeling on the load center indicates "CH" as part of the model number
The breakers have tan handles.
Now we can notate this and start filling out the electrical design in the BASELINE tool.
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