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.
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.
Xcel Energy (Minnesota) – Hosting Capacity Program Report
Component
Business
Author
Northern States Power Company (Xcel Energy Minnesota)
Stakeholder
Minnesota PUC, third-party grid edge resource developers and interconnection customers (seeking to connect solar and other distributed resources)
Filed as a compliance report to the Minnesota PUC, this document outlines Xcel's processes for sharing distribution hosting capacity data with external stakeholders. It describes the public-facing Hosting Capacity Map (an online heat map and tabular data showing available capacity on each feeder) and a public grid edge resource interconnection queue—both hosted on Xcel's website. The report explains what data are provided (e.g., generation and load hosting capacity on each circuit, updated quarterly, and a queue of pending grid edge resource projects updated monthly) and how these tools are kept current. It also details Xcel's stakeholder engagement (including workshops for developers) to refine these data-sharing tools, with the goal of streamlining the interconnection process and increasing transparency for developers and regulators.
AMI Data Access Standards – Public Notice and Minimum Filing Requirements (MFRs)
Component
Institutional
Author
NJBPU Staff
Stakeholder
New Jersey BPU
New Jersey Board of Public Utilities document that outlines specific filing obligations for utilities, including how they must demonstrate technical readiness, implementation plans, and stakeholder engagement for advanced metering infrastructure data access.
Order Approving Settlement and Establishing a Process for Developing a Statewide Data Platform
Component
Institutional
Author
NH PUC
Stakeholder
State of New Hampshire Public Utilities Commission
Order from the New Hampshire Public Utilities Commission approving the design and framework for implementation of a statewide Multi-Use Energy Data Platform. The platform is envisioned to enable customers and third-party energy providers to access energy consumption data from electric and gas utilities using Green Button Connect protocols.
New York Public Service Commission (NYPSC) Data Access Framework
Component
Institutional
Author
NYPSC
Stakeholder
New York State Public Service Commission (NY PSC), New York State Energy Research and Development Authority (NYSERDA), Con Edison, National Grid New York, Avangrid (New York State Electric and Gas [NYSEG] & Rochester Gas and Electric), Central Hudson Gas
Orders the creation of a standardized statewide data access framework in New York, governing access to energy-related data, enabling customers to securely share their energy usage information with authorized third parties, thereby facilitating grid edge resource integration and participation in energy markets.
Hawaiian Electric Companies, Hawaiian Electric, Maui Electric, Hawai‘i Electric Light, approved aggregators in Hawaii
Provide a detailed process manual for data sharing and control in aggregated grid edge resource programs. This handbook describes the end-to-end requirements that a grid edge resource aggregator (“Supplier”) must follow to exchange data with Hawaiian Electric’s systems . It covers how participant enrollment data, meter data, forecasts, and event signals are transmitted via a secure File Transfer Protocol (FTP) portal, file structures for data reporting, and testing procedures to onboard aggregators. Critically, it also delineates data protection rules—for instance, the utility will not share any individual customer data with the aggregator except as necessary to resolve enrollment issues , thereby safeguarding customer privacy.
New York – PSC Order Implementing Integrated Energy Data Resource (IEDR) (Case 20-M-0082)
Component
Institutional
Author
NY PSC
Stakeholder
NY PSC; NYSERDA (program manager for IEDR); New York’s electric utilities (data contributors); third-party developers of Grid Edge Resources; state agencies
This order establishes the Integrated Energy Data Resource (IEDR), a statewide platform for unified access to customer and system data that supports grid edge resource integration. The IEDR collects, integrates, and manages a variety of energy-related data, including granular customer usage data from all utilities, and makes it accessible to authorized stakeholders through secure interfaces. The goal is to unleash the power of integrated energy customer and system data to accelerate energy deployment and innovation. The order requires utilities to ensure that customer usage data can be accessed through the IEDR with customer authorization, in compliance with the Data Access Framework rules. This centralized data-sharing mechanism supports customer and third-party access to energy information, enabling broader participation in grid edge resource programs and energy markets across the state.
New York State Energy Research and Development Authority (NYSERDA)
Stakeholder
New York Public Service Commission (PSC), New York's electric, gas, and steam utilities, energy service companies, grid edge resource proviGrid Edge Resources, policymakers, consumers
The Integrated Energy Data Resource is a statewide centralized platform designed to provide effective access to useful energy data and information from New York’s utilities and other sources. Its goal is to support innovative energy business models, inform investment decisions, identify operational inefficiencies, monitor policy effectiveness, and encourage new business models to benefit New York energy customers.
Order Establishing Minimum Cybersecurity and Privacy Protections and Making Other Findings
Component
Institutional
Author
New York Public Service Commission (Order issued by Commissioners John B. Rhodes (Chair), Diane X. Burman, James S. Alesi, Tracey A. Edwards, and John B. Howard)
Stakeholder
New York Public Service Commission (issuer); “Joint Utilities” of New York (petitioners: Consolidated Edison, Orange & Rockland, Central Hudson Gas & Electric, National Fuel Gas, National Grid – Brooklyn Union, KeySpan, Niagara Mohawk, New York State Elec
Regulatory order that establishes baseline cybersecurity and data privacy requirements that any third-party energy service entity must meet to access utility customer data or IT systems. The order balances protecting utility systems and customer information with enabling authorized data sharing . It creates a universal foundation of cyber and privacy standards for entities like energy service companies and grid edge resource providers that exchange data with utilities.
Order No. 19-217, Oregon PUC Docket UM 2001 – Order Adopting Interconnection Data Transparency Actions
Component
Business
Author
Public Utility Commission of Oregon (OPUC) – signed by Chair Megan W. Decker and Commissioners Stephen M. Bloom and Letha Tawne
Stakeholder
PacifiCorp, Portland General Electric (PGE), and Idaho Power (the Oregon electric utilities) must comply with these requirements . Grid edge resource project developers and alternative energy coalitions benefit from the increased transparency and open acc
Requires Oregon’s utilities to provide open access to critical distribution system data for grid edge resource developers, to improve the interconnection process and market transparency. The order mandates that utilities publish hosting capacity information and past interconnection study reports on a set schedule . By improving data access, the order helps third-party providers identify where they can safely connect grid edge resources and participate in energy markets, while allowing regulators to monitor interconnection and market activity to prevent discriminatory practices.
Draft Joint Utilities DSP Communications and Coordination Manual
Component
Business
Author
Joint Utilities of New York
Stakeholder
The Joint Utilities of New York (including Con Edison, Orange & Rockland, Central Hudson, National Grid, NYSEG, and RG&E) developed this manual jointly for their role as DSPs . It applies to any third-party grid edge resource aggregators operating in thes
This draft manual documents how New York’s joint utilities (as Distributed System Platforms [DSPs]) plan to share information and coordinate with grid edge resource aggregators and the New York Independent System Operator (NYISO). It defines roles, data needs, and interaction sequences to ensure that aggregators can bid grid edge resources into NYISO markets without compromising distribution safety or power quality . For example, it outlines notifications the utility (DSP) provides about feeder conditions and how aggregators communicate grid edge resource dispatch schedules to the DSP .
Map demonstrating the amount of capacity available on Avista's distribution circuits to install and deploy new grid edge resources in Idaho and Washington.