DOE resource that provides a map of states in which utilities have published a hosting capacity map.

This 2024 NY PSC Order launches the Grid of the Future proceeding (Case 24-E-0165), establishing policy requirements to ensure fair, non-discriminatory access for DER aggregators to provide grid services in New York. It directs utilities to develop a comprehensive plan detailing how operations, platforms, and market rules must evolve to integrate third-party aggregators on equal footing. The order calls for real-time coordination with aggregators across all grid levels, the adoption of advanced Information Technology/Operational Technolocy tools and adaptive control strategies to manage distributed resources, and the creation of uniform, value-based rules that treat utility-run and aggregator-run grid edge resources consistently while fairly allocating costs and benefits.

Advance Notice of Proposed Rulemaking Order—To solicit comments on proposed regulations governing the participation of grid edge resources and aggregate grid edge resource services in wholesale markets, focusing on preventing double compensation, ensuring data exchange, and establishing oversight mechanisms for DER aggregations.

Eversource Energy's Electric Sector Modernization Plan describes the actions the utility is taking and the investments it is making to build infrastructure and technology platforms to help accommodate grid edge resources (among other objectives).

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.

Establishes a code of conduct for distribution utilities to ensure non-discriminatory, open access distribution service as grid edge resource aggregations grow under FERC Order 2222. It adapts Federal Energy Regulatory Commission's (FERC’s) transmission open-access principles (non-discrimination, independent functioning, no conduit, transparency) to the distribution level . The document provides example guidelines to prevent conflicts of interest when utilities both operate the grid and compete in grid edge resource markets, ensuring ongoing compliance with fair access rules.

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.

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.

Guide for developing a multi-customer community microgrid.

Provides a technical framework for state regulators on integrating third-party grid edge resource aggregators into the distribution grid and coordinating with wholesale markets . It highlights key considerations (jurisdiction, registration/licensing, data governance, dual participation rules, dispute resolution mechanisms, etc.) for states that previously banned retail aggregators and are now revisiting those rules in light of FERC Order 2222 and evolving grid needs . The report includes implementation details such as tiered options for state action and examples of how various states handle aggregator oversight (e.g., setting up customer data access protections and processes to resolve utility-aggregator conflicts).

This document discusses the economic considerations and regulatory challenges associated with implementing community microgrids. It emphasizes the importance of microgrid operating agreements that define the responsibilities and coordinated operations between utilities and third-party microgrid aggregators. Key aspects covered include protection, power quality, islanding control, design specifications, communications, IT management, and cybersecurity.

Proposal from Xcel Energy for solicitation of NWA services.

Community microgrid technical best practices guide.

Provides a comprehensive framework for integrating and dispatching grid edge resources in a fair manner, ensuring grid reliability and resilience while avoiding preferential treatment of utility-owned resources. This document outlines Hawaiian Electric's (HECO's) approach to grid edge resource management, including the creation of a "DER dispatch stack" methodology, implementation of automated DERMS controls, establishment of a stakeholder oversight committee, documentation of manual dispatch decisions, and development of transparent interconnection standards.

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.