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.

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.

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.

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 .