CPUC Resolution E-5127, adopting PG&E’s Community-Based microgrid Enablement Tariff and requiring a microgrid Operating Agreement
Component
Business
Author
California Public Utilities Commission (Energy Division staff, approved by CPUC Commissioners)
Stakeholder
Pacific Gas & Electric Company (PG&E); community/local government microgrid sponsors or “Community-Based microgrid Aggregators” that partner with PG&E under the program ; California Public Utilities Commission (CPUC).
A California Public Utilities Commission resolution that approved PG&E's community-based microgrid enablement program and directed PG&E to file a pro forma microgrid operating agreement. The operating agreement outlines the operating protocols and responsibilities between the community-based microgrid operator (aggregator) and PG&E, governing how microgrid projects are developed, tested, and operated under the pilot. This was part of a broader effort to accelerate resilient microgrid projects ahead of wildfire seasons.
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.
Provides definitions for the Community Solar Act, provides specifics of nameplate capacity limits and minimum subscriber limits, provides exceptions for native community solar projects, details of facility ownership, and provides subscription requirements and administration process (bill credits application, and treatment of Renewable Energy Certificates).
Provide recommended practices for TPs and PCs to establish effective modeling data and verification requirements for aggregate Grid Edge Resource models. This ensures accurate representation of grid edge resources in planning assessments, facilitating reliable integration into the bulk power system.
Maurice Martin, Tami Reynolds, Anuj Sanghvi, Sadie Cox, James Elsworth
Stakeholder
National alternative energy Laboratory (NREL); U.S. Agency for International Development (USAID); electric utilities worldwide
This report introduces 11 cybersecurity “building blocks” for electric utilities, especially those with growing grid edge resource adoption. It outlines practical, modular guidance for developing cybersecurity programs spanning governance, risk, technical controls, incident response, and more. Includes diagrams and toolkits like DER-Cyber Framework and references tailored for under-resourced utilities.
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.
Lawrence Berkeley National Laboratory technical report; Natalie Mims Frick, Snuller Price, Lisa C. Schwartz, Nichole L. Hanus, and Ben Shapiro
Stakeholder
Utilities and state utility regulators/planners . It also informs third-party grid edge resource providers and customers by clarifying how grid edge resource aggregations can be valued in utility planning.
Provides a detailed analysis of the potential benefits (“locational value”) of aggregated grid edge resources on distribution systems and methodologies to quantify those benefits. The report describes approaches and tools for calculating grid edge resource value in specific locations and includes 24 case studies illustrating how different U.S. utilities and states evaluate grid edge resources as alternatives to infrastructure investments . This technical report is intended to inform utility planning and regulatory decisions by showing where and how grid edge resource aggregations can defer or avoid conventional grid investments.
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.
Rhode Island System Reliability Procurement (SRP) Program
Component
Business
Author
Rhode Island PUC
Stakeholder
National Grid, grid edge resource developers, residential, and commercial customers
The Rhode Island System Reliability Procurement program establishes compensation structures that incentivize third-party providers to deliver resilience services. Grid edge resource owners receive performance-based incentives for resilience services, such as load reduction, frequency regulation, and islanding support.
Mass Investigation by the Department of Public Utilities into Establishing Commonwealth Clean Peak Energy Standard Protocols; Docket 20-75
Component
Institutional
Author
Massachusetts DPU
Stakeholder
Eversource, National Grid, clean energy advocacy groups, storage and grid edge resource developers
Massachusetts Department of Public Utilities initiated Docket 20-75 in 2020 to explore compensation mechanisms for resilience services provided by grid edge resources. This investigation supports the implementation of the peak energy standard, aiming to incentivize alternative energy technologies during peak demand periods. The docket focuses on planning, cost allocation for grid edge resource interconnection, and resilience value.
Performance Assessments of Demand Flexibility from Grid-Interactive Efficient Buildings: Issues and Considerations
Component
Technical
Author
Steven R. Schiller; Lisa C. Schwartz; Sean Murphy
(Lawrence Berkeley National Laboratory).
Stakeholder
Electric utilities, program administrators, state public utility commissions, energy offices, grid edge resource aggregators, service proviGrid Edge Resources, customers/building owners, grid operators, utility program managers, Evaluation, Measurement, a
This is a DOE-sponsored report (published July 2020) that explains methods for net load baselining and performance evaluation of building-sited grid edge resources, both individually and in aggregation. It outlines how utilities and program operators establish a baseline (counterfactual reference load) for a customer or aggregation and measure actual grid edge resources performance (load reductions or injections) against that baseline .
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.
Mandates electric utilities as a part of the grid edge resource planning process to identify data gaps and required upgrades—advanced metering, grid monitoring equipment, and simulation tools—as well as considering wires and NWA in the planning process.
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.
An Act to Reduce Electricity Costs through Nonwires Alternatives
Component
Business
Author
State of Maine
Stakeholder
State of Maine
Describes a law passed in Maine to implement non-wires alternatives (NWA) projects. The law directs the Maine Office of the Public Advocate to contract with a NWA coordinator to review utility proposals for significant transmission and distribution investments.
Defines Community Solar Garden. Sets minimum number of subscribers at 10. Sets the upper bound of nameplate capacity at 5 MW. Subscriber location needs to be in the same service territory.