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.

Comments of Indiana Michigan Power describing the proposed responsibilities of aggregators and utilities regarding the creation of new databases, tariffs, and registration processes.

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.

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.

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.

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.

Seek comments on adapting existing interconnection and metering regulations to address the integration and participation of grid edge resource aggregation resources in wholesale markets. It focuses on preventing dual compensation, ensuring accurate registration, and maintaining grid reliability.

Finalizes new tariffs and programs and compensation rates and incentives for customers that use grid edge resources to provide grid services to Hawaiian Electric.

A DOE-sponsored report that establishes a standard Distribution Services Contract between an electric distribution utility and a grid edge resource aggregator. It defines consistent terms for grid edge resource services and outlines processes to validate aggregator registration information (e.g., grid edge resource locations, sizes, technologies, and planned markets) against distribution tariffs, interconnection requirements, and wholesale market rules. The contract framework covers validation and qualification of grid edge resource aggregations, ensuring each resource meets eligibility criteria (such as retail program limits and wholesale market minimums) before participation.

The U.S. Department of Energy published a comprehensive Grid Edge Resource Aggregator Code of Conduct to establish standards for aggregator behavior, ensuring transparent and fair interactions with consumers. This code addresses advertising practices, sales behavior, competition, and consumer enrollment processes, aiming to build consumer trust and facilitate effective partnerships between aggregators and customers.

The Missouri Public Service Commission modified its prior policy to allow third-party aggregators of retail customers to enroll large commercial and industrial (C&I) loads in wholesale market demand response programs. In an October 2023 order, the PSC partially lifted its 2010 ban on retail demand response aggregation, permitting C&I customers with a load ≥100 kW to participate in Midcontinent Independent System Operator (MISO)/Southwest Power Pool wholesale demand response either directly or through an ARC . (Smaller customers and those already in utility DR programs remain under the ban for now.) The purpose is to gain experience with DER aggregators providing wholesale services while maintaining reliability for other ratepayers . This ruling established conditions for utility-aggregator coordination and ensured only eligible large customers (often with on-site generation or flexible load) can be aggregated, thereby managing any cost or grid impact. The order explicitly notes it is a “partial” opt-in, with the PSC retaining the retail opt-out for residential and small customers until further review.

Proposal from Xcel Energy for solicitation of NWA services.

Summary of NWA opportunity in Xcel Energy's Colorado service territory.

Bid submission template for service providers responding to Xcel Energy's solicitation for NWAs.

Template for a  non-wires alternatives services contract between Xcel Energy and a service provider.

A set of comments submitted by Indiana Michigan Power (an American Electric Power [AEP] utility) to the Indiana Utility Regulatory Commission (IURC) regarding the implementation of Federal Energy Regulatory Commission (FERC) Order 2222. The document discusses how distribution utilities and regional transmission organizations should coordinate to validate grid edge resource aggregator registrations and market participation. It emphasizes processes for the utility to review and approve grid edge resource aggregation registrations—ensuring compliance with distribution tariffs, preventing double-counting with retail programs, and maintaining distribution grid reliability .

Georgia Power's pilot enhances grid resilience by installing and owning dispatchable grid edge resources (e.g., batteries, generators) at Commercial and Industrial customer sites. Customers sign resiliency service agreements, aggregating ≥1 MW across facilities (≥200 kW each). In return for a monthly service fee, they receive full-value bill credits when grid edge resources are dispatched during grid emergencies or outages. The program defines clear eligibility, compensation terms, and operational rules for islanding and demand response events.

Arizona Public Service (APS) proposed a distributed demand-side resources aggregation tariff aimed at facilitating the participation of aggregated grid edge resources in providing demand-side management services. The tariff outlines the terms, conditions, and compensation mechanisms for grid edge resource aggregators, establishing a structured process for their engagement in the energy market. This initiative seeks to enhance grid flexibility and reliability by leveraging distributed resources.

In response to FERC Order 2222, the Indiana Utility Regulatory Commission initiated stakeholder meetings to discuss the integration of grid edge resource aggregations into wholesale markets. Key areas of discussion include interconnection processes, operational oversight, cost allocation, and the regulatory status of grid edge resource aggregators. The goal is to develop rules and procedures that facilitate grid edge resource participation while maintaining grid reliability.