ComEd DERMS and Flexible Interconnection Workshop Report
Component
Technical
Author
ComEd
Stakeholder
Commonwealth Edison
This document describes ComEd's approach to prioritizing the scaling of flexible interconnections using a DERMS. The document also describes the technical and operational requirements and the curtailment strategies to be considered for flexible interconnection implementation.
Demand Response (Rider T) Program Guidelines – 2025 Capability Period.
Component
Technical
Author
Con Edison
Stakeholder
Third-party grid edge resource aggregators (also called Curtailment Service Providers) enrolling customers in Con Edison’s distribution-level demand response programs; end-use customers those aggregators recruit; and Con Edison as the overseeing utility.
Provides enrollment, meter data and communications, event, and settlement guidance for entities enrolling in Con Edison's demand response programs.
Lawrence Berkeley National Laboratory's Report on Grid Edge Resource Participation in Wholesale Markets
Component
Institutional
Author
Lawrence Berkeley National Laboratory
Stakeholder
State Regulatory Commissions, DER aggregators, Regional Transmission Organizations
Explore state regulatory opportunities to advance grid edge resource participation in wholesale markets. The report addresses challenges such as dual compensation and emphasizes the need for clear procedures and documentation to validate grid edge resource participation strategies.
State regulatory opportunities to advance grid edge resource aggregations in wholesale markets
Component
Technical
Author
Sydney Forrester; Ryan Hledik; Adam Bigelow; Natalie Mims Frick; Kala Viswanathan (Lawrence Berkeley National Laboratory – Energy Markets & Policy Department)
Stakeholder
State public utility commissions (regulators), distribution utilities, grid edge resource Aggregators, and RTO/ISO market operators – focusing on the interaction among these in compliance oversight.
Identifies how state regulators and utilities can enforce compliance for grid edge resource aggregators participating in RTO/Independent System Operator markets (under FERC Order 2222). It reviews the FERC Order 2222 compliance filngs of market operators and highlights remaining challenges in monitoring and enforcement, then outlines actions states can take to bolster reliability. For example, the report suggests that states establish provisions to penalize underperformance by grid edge resource aggregators when a distribution utility’s override of an aggregator’s dispatch leads to lost expected output. In other words, if a utility must curtail an aggregator’s resources for safety, the aggregator could face a performance penalty for failing to deliver contracted services when a distribution utility’s override of an aggregator’s dispatch leads to lost expected output. This creates an incentive for aggregators to coordinate closely with utilities to avoid overrides. The report also discusses frameworks for utility-aggregator coordination (such as communication protocols to give utilities override capability) and oversight measures to ensure aggregators comply with both market rules and distribution reliability needs. It emphasizes real-world enforcement—e.g., requiring aggregators to meet registration requirements, adhere to dispatch limits set in utility review processes, and face penalties or removal from programs if they don’t comply.
I&M Comments on Indiana Utility Regulatory Commission (IURC) Rulemaking for FERC Order 2222
Component
Business
Author
Indiana Michigan Power (I&M)
Stakeholder
Indiana Michigan Power (I&M)
Comments of Indiana Michigan Power describing the proposed responsibilities of aggregators and utilities regarding the creation of new databases, tariffs, and registration processes.
NIPSCO Comments on Indiana Utility Regulatory Commission (IURC) Rulemaking for FERC Order 2222
Component
Business
Author
NIPSCO
Stakeholder
NIPSCO
Comments of Northern Indiana Public Service Company, LLC (NIPSCO) in IURC's FERC Order 2222 proceeding. NIPSCO proposes interconnection process reforms for grid edge resources and describes a new data package template.
Duke Energy’s Data Access Program for Aggregated Customer Data (North Carolina)
Component
Business
Author
Duke Energy
Stakeholder
Duke, City of Charlotte and municipal agencies, large commercial customers (e.g., airports), North Carolina Sustainable Energy Association, North Carolina Public Staff (ratepayer advocate).
Establish a utility-developed data access rule to facilitate sharing of customer energy usage data for energy planning and grid edge resource deployment, even absent a direct mandate. After stakeholder pressure, Duke proposed new rules to provide aggregated energy data on request—for example, total building usage across tenants—under privacy safeguards. The goal is to arm cities and large users with the data needed to pursue energy targets (like right-sizing grid edge resource installations and efficiency projects) . Operationally, the plan streamlines what was a “laborious process” of gathering tenant permissions by allowing authorized parties (e.g., a city) to get whole-building or campus load data from the utility directly. This voluntary model—now pending regulator approval—demonstrates a utility facilitating customer data sharing to enable grid edge resource investments and initiatives at the local level, beyond what regulations explicitly required.
Refer to the section titled "Customer Data Access" at the bottom of the document.
Demand Management Program Analysis and Considerations
Component
Business
Author
Efficiency Maine
Stakeholder
Efficiency Maine
This document, filed in docket number 2024-00310, describes Efficiency Maine's plan to develop a new program titled Renewable Reliability to deploy up to 1700 new small commercial and residential battery systems. Efficiency Maine will offer aggregators $200/kW per year based on capacity made available during peak periods. Aggregators are responsible for compensating customers.
Uniform Business Practices for grid edge resource Suppliers (UBP-DERS), Case 15-M-0180
Component
Institutional
Author
New York State Public Service Commission (PSC)
Stakeholder
New York State Public Service Commission PSC, New York State Department of Public Service DPS, New York Independent System Operator NYISO, Long Island Power Authority, Energy Service Companies.
This document establishes Uniform Business Practices for grid edge resource suppliers in New York. It sets rules for sales agreements, marketing standards, data security, complaint handling, and regulatory oversight. It aims to protect customers from deceptive practices, ensure clear contract terms, and define the rights and responsibilities of grid edge resource providers.
Order on DRIVE Act On-Site Generating System Incentives and DER Aggregator Licensing
Component
Institutional
Author
Maryland Public Service Commission
Stakeholder
Maryland Investor-Owned Utilities (Baltimore Gas And Electric Company, Pepco, Delmarva, Potomac Edison); third-party DER aggregators like CPower (which commented in the proceeding) ; potentially Pennsylvania-New Jersey-Maryland market participation via ag
Implements Maryland’s DRIVE Act by establishing a licensing framework for DER aggregators. It confirms PSC authority over DER aggregators, seekings to protect consumers while avoiding onerous requirements . The order sets direction for regulations and oversight of DER aggregators interacting with wholesale markets.
U.S. Department of Energy (DOE), grid edge resource aggregators, electric utilities, independent system operators (ISOs), regional transmission organizations (RTOs), National Association of Regulatory Utility Commissioners (NARUC)
The North American Energy Standards Board (NAESB) Standardized Distribution Services Contract aims to enhance efficiency and consistency in transactions between utilities and DER aggregators. Developed at the request of the U.S. Department of Energy (DOE), the contract establishes standardized terms and conditions to minimize uncertainties and reduce costs associated with counterparty negotiations. It is designed to facilitate the acquisition of distribution services from grid edge resource aggregations, support the integration of aggregate grid edge resource services s, and promote greater operational and market coordination across distribution and wholesale interactions, aligning with FERC Order No. 2222 requirements.
It was developed based on the Standard Distribution Services Contract – DOE, which is discussed below.
Order No. 91218 – Implementation of DRIVE Act Pilot Programs
Component
Institutional
Author
Maryland Public Service Commission
Stakeholder
Maryland Public Service Commission; BGE; Pepco; Delmarva; Potomac Edison; grid edge resource technology providers and aggregators
Directs Maryland’s investor-owned utilities to launch pilot programs under the DRIVE Act, including time-of-use rates, vehicle-to-grid (V2G) integration, and non-wires alternatives. Establishes reporting timelines, requires tariff filings, and initiates rulemaking on grid edge resource interconnection.
Aggregated Distributed Energy
Resources in 2024: The Fundamentals
Component
Institutional
Author
RMI - Stephanie Bieler, Cara Goldenberg, Avery McEvoy, Katerina Stephan, Alex Walmsley
Stakeholder
National Association of Regulatory Utility Commissioners
The report builds upon existing literature and leading examples of grid edge resource pricing and programs in practice to equip commissioners and staff at Public Utilities Commissions and state energy offices with the fundamentals of aggregated grid edge resource grid services, valuation options, and approaches to compensation.
NV Energy 2024 IRP – Distributed Resources Plan (Volume 20)
Component
Business
Author
NV Energy
Stakeholder
Nevada Public Utilities Commission, Nevada Governor's Office of Energy, grid edge resource developers, community organizations, NV Energy customers.
Outlines the processes and steps Nevada Energy is implementing for distribution planning and grid edge resource planning. Describes processes put in place for transportation electrification planning.
Provides definitions, subscriber enrollment, verification and protection details, and a community solar bill credit mechanism. Sets separate capacity limits for community solar at 5 MW and agrivoltaic community solar at 10 MW.
Establishment of a temporary tariff and a pilot program for electric distribution system support services. Where the services mean dispatch and control of distributed resources for local or system peak demand reduction, demand response, facilitating hosting capacity for additional distributed resources, and avoiding or deferring transmission or distribution upgrade or capacity expansion.
The linked docket desrcribes Oncor's system resiliency plan, which describes the company's proposed grid upgrades and enhancements to address severe weather outages and other physical and cybersecurity risks. The plan focuses on overhead and underground resiliency and modernization, distribution automation, vegetation management, wildfire mitigation, and enhanced physical security (asset monitoring and protection) and cyber risk mitigation.
Maryland Public Service Commission (PSC), investor-owned electric companies, municipal electric utilities, electric cooperatives, electric vehicle owners, grid edge resource owners, Aggregators of Grid Edge Resources, Maryland Energy Administration (MEA),
Maryland passed the Distributed Renewable Integration and Vehicle Electrification Act (House Bill [HB] 1256) in May 2024 that requires the state PSC to implement regulations that support bidirectional electric vehicle (EV) charging and that establish aggregate grid edge resource services pilot programs throughout the state (including incentive mechanisms that compensate EVs and other grid edge resource owners and aggregators).