Envisions use of IEEE 2030.5 for telemetry and advanced smart inverter functions for operational flexibility.

Describes the interconnection facilities and telecommunications systems required (with their associated costs) for the implementation of community energy projects.

Xcel Energy's peak flex credit pilot, approved by the Minnesota Public Utilities Commission (PUC) in March 2022, enables aggregated retail demand response to participate in Midcontinent Independent System Operator's (MISO's) wholesale market. The 86 MW program is split between utility-enrolled and third-party aggregator customers. Aggregators must enroll at least 100 kW of C&I load and execute an agreement with Xcel. Participants earn bill credits for reducing load during peak events. The program aligns with FERC Order 2222 and MISO protocols, with utility oversight and cost recovery through existing demand response budgets.

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.

A technical report introducing key concepts and use cases for adopting a “common” information-sharing model in power systems. It outlines how a standardized semantic data model (CIM) can facilitate data exchange—including exchanging power network models between utilities, integrating data between applications within a utility, and sharing market/operational data among market participants . The goal is to reduce custom interfaces and data silos by using a common vocabulary for grid assets and messages.

Grid-forming inverter-based resources and modeling and simulation tools are required for studying them.

Provides the microgrid conceptual design methodology—system characterization and goal definition, identifying policy and regulatory constraints, defining the design basis threats, and identifying critical loads and infrastructure.

This technical report, authored by National Renewable Energy Laboratory (NREL), provides system-level specifications for a federated architecture designed to securely and efficiently manage grid edge resources. The Federated Architecture for Secure and Transactive (FAST)-DERMS framework aims to aggregate and coordinate grid edge resource operations to support both transmission and distribution grid services, ensuring System reliability and safety.

Technologies for monitoring and control of grid edge resources through Supervisory Control and Data Acquisition.

PNM's Grid Modernization Plan includes a description of how systems such as ADMS, Outage Management System, Geographic Information System, and DERMS and supporting communications technologies could be deployed to enable the utility's grid modernization objectives.

Rhode Island Energy's Grid Modernization Solutions Roadmap describes how the utility will incrementally advance its capabilities to use tools such as ADMS. See the discussion starting on page 129.

Describes how Hawaiian Electric uses a suite of modeling tools to identify near-term quantity and timing of grid needs and evaluate potential solutions.

The Integrated Distribution Plan (IDP) outlines Xcel Energy's strategy for modernizing and operating its distribution system to ensure safe, reliable, and affordable power delivery. It details infrastructure planning, grid edge resource forecasts, financial planning, and grid modernization efforts to support a more decentralized energy future. The IDP also seeks certification for initiatives like distributed intelligence and the resilient Minneapolis project, aiming to enhance grid reliability, customer engagement, and energy resilience.

This report, written to assist the Arkansas Public Service Commission, discusses the regulatory considerations for allowing third-party aggregators to participate in energy markets. It emphasizes the importance of establishing a code of conduct to ensure fair competition between utilities and aggregators, protect consumer interests, and create a robust market environment.

A framework for integrating grid edge resources focused on establishing defined retail energy and distribution grid services, including rate design such as the implementation of time-of-use rates to incentivize customers to align energy consumption with grid needs; grid edge resource programs that compensat customers for energy exports and grid services, like the introduction of the smart grid edge resource tariff and bring-your-own-device tariff; and streamlining interconnection processes and updating technical standards to facilitate grid edge resource participation.

The IEEE 2030.11 standard provides a functional specification for a DERMS and a description of the grid services that aggregations of grid edge resources.

A Hawaii Public Utilities Commission (PUC) decision and order that approved a microgrid services tariff for the Hawaiian Electric Companies. The tariff's purpose is to promote microgrid development and remove regulatory barriers so that microgrids can operate during emergencies. In this phase 1 order, the PUC eliminated certain constraints—for example, it removed a program size cap and operator fees and declined to impose standby charges—to encourage microgrids to serve customers during outages. The order established the framework for microgrid project agreements (including a standard hybrid microgrid agreement) and included an microgrid participants' bill of rights to ensure service and safety standards for customers. Outstanding issues (e.g., compensation for services in non-emergency periods) were deferred to a phase 2 proceeding.

Recommendations on adopting Minimum Statewide Default Standards (MSDS) for smart inverters or distribution utility-specific inverter settings.
IEEE 1547-2018 smart inverter functions of importance and associated policies and defaults proposed by the working group for statewide standards.

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.

A utility-filed document in a Missouri Public Service Commission working case, detailing how retail rules and utility practices may need to adapt for grid edge resource aggregations. Ameren Missouri’s response emphasizes validation and compliance checks at the distribution level before grid edge resources can participate in wholesale markets. It raises consumer protection issues (e.g., requiring grid edge resource aggregators to register with the state and adhere to marketing standards to prevent fraud) . It discusses the need for enhanced metering and telemetry so that when a customer’s behind-the-meter resource provides wholesale services, the utility can measure those injections separately—ensuring retail billing credits (like net metering) and wholesale payments don’t overlap or double count the same energy . The filing also notes potential distribution infrastructure upgrades and operating procedures to maintain safety/reliability with aggregated grid edge resource dispatch (for instance, communication protocols for outage coordination and mechanisms for the utility to override or constrain aggregator dispatch for local grid safety). Overall, it outlines how the PSC should develop rules on interconnection, data sharing, dual participation, and dispute resolution between aggregators and utilities.