Order Expanding Uniform Business Practices for Grid Edge Resource Suppliers
Component
Institutional
Author
New York Public Service Commission (NY PSC)
Stakeholder
Third-party DER aggregators (DER suppliers), New York electric utilities, and retail customers
The New York PSC established a standardized aggregator code of conduct to ensure fair, transparent grid edge resource markets. It sets uniform rules for marketing, data sharing, and customer protections—prohibiting deceptive practices, defining rights and responsibilities, and requiring standardized disclosures and utility coordination to support oversight and ethical aggregator operations.
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 .
State-of-the-Art Microgrid Control System for Avista’s Alternative Energy Fund Project
Component
Technical
Author
Schweitzer Engineering Laboratories, Inc. (SEL)
This case study describes the planning, design, development, testing, and validation of a microgrid control system (MCS) implemented for Avista's shared energy economy project. The MCS integrates protection, automation, and control schemes along with energy storage management and load-generation dispatch strategies. The study provides insights into the design considerations and challenges encountered in developing a state-of-the-art microgrid controller capable of managing complex energy resources and ensuring system reliability.
Order Approving Integrated Distribution Planning Filing Requirements For Xcel Energy
Component
Institutional
Author
Minnesota Public Utilities Commission
Stakeholder
Minnesota Public Utilities Commission
As part of broader direction from the Minnesota Public Utilities Commission on aspects related to integrated distribution planning, this order outlines non-wires alternatives analysis that Xcel Energy should perform.
The IEEE 2030.8 standard introduces a set of testing procedures for the verification, quantification, and comparison of performance of microgrid controllers.
Enabling Third-Party Aggregation of Grid Edge Resources
Component
Technical
Author
Janine Migden-Ostrander, John Shenot, Camille Kadoch, Max Dupuy, Carl Linvill – The Regulatory Assistance Project (prepared for Arkansas PSC under a DOE grant)
Stakeholder
Third-party grid edge resource aggregators (termed ARCs) seeking to do business in Arkansas; electric utilities (like Entergy Arkansas) that will interact with these aggregators; and retail customers who may enroll with aggregators. The report was crafted
This is a technical guidance report for the Arkansas Public Service Commission detailing how to establish a regulatory framework to oversee third-party grid edge resource aggregators at the grid edge . It covers implementation details such as aggregator certification requirements, performance metrics, and especially consumer protection measures. For example, it proposes a “code of conduct” for utilities engaging with affiliate aggregators and a commission oversight regime that includes compliance plans, audits, and explicit complaint procedures and logs for customer issues . The report spells out how the PSC can handle customer data sharing, require transparent marketing and truthful performance claims, and adjudicate customer complaints about aggregators’ services . An appendix provides draft model rules for aggregator registration, ensuring only financially and technically capable entities with consumer safeguards can operate.
This report discusses the technical considerations for integrating grid edge resources into the bulk power system. It addresses the importance of communication capabilities, standardized interconnection agreements, and the adoption of advanced inverter functionalities as specified in IEEE 1547-2018. The document provides guidance on verifying grid edge resource technical characteristics and capabilities during the registration process to maintain grid reliability.
California PUC – Decision on Multiple-Use Applications for Energy Storage (2018)
Component
Institutional
Author
Issued by the California Public Utilities Commission (Commission decision by commissioners and Administrative Law Judge).
Stakeholder
California Electric Utilities (PG&E, SCE, SDG&E), CAISO (California ISO – Wholesale Market Operator), developers/owners, customers
The California Public Utilities Commission issued a decision establishing 11 rules to govern how energy storage grid edge resources can "stack" multiple services across the distribution system and wholesale market. The goal was to enable storage to realize full economic value by providing services in different "domains" (customer, distribution, transmission, wholesale) while maintaining reliability. For example, a battery on the distribution grid may also provide resource adequacy and California Independent System Operator wholesale market services. The rules prioritize reliability over other uses and ensure no conflicting obligations or double payments for the same service. This ruling effectively set the framework for DER aggregators to offer distribution-level services and participate in wholesale markets under clear conditions.
Implementing the NIST Cybersecurity Framework: A Utility Guide
Component
Technical
Author
Developed by a SEPA Utility Peer Group (Cybersecurity Framework Working Group) – “authored by utilities” with contributions from multiple utility cybersecurity experts
Stakeholder
Smart Electric Power Alliance (SEPA) and contributing electric utilities (utility cybersecurity practitioners who authored the guide).
An abbreviated guide (case study) created “by utilities for the electric power industry” to help utilities effectively implement the National Institute of Standards and Technology (NSIT) Cybersecurity Framework (CSF). It provides nine recommended steps with key tasks, outputs, and real-world examples for building a sustainable cybersecurity risk management program aligned with NIST CSF and Cybersecurity Capability Maturity Model . The goal is to show one approach that electric utilities can use to improve their cyber resilience by leveraging these frameworks, with practical insights from utility practitioners.
Voices of Experience - Insights into Advanced Distribution Management Systems
Component
Business
Author
US DOE
Stakeholder
U.S. Department of Energy (DOE).
This report summarizes insights and advice from six electric utilities to provide practical advice for Advanced Distribution Management System deployments.
Map demonstrating the amount of capacity available on Avista's distribution circuits to install and deploy new grid edge resources in Idaho and Washington.
Requirements and Capabilities Needed for Robust DERMS Control Verification
Component
Technical
Author
C. J. Applegate, S. J. Chapin
Stakeholder
Lawrence Livermore National Laboratory
Provides a literature review of hardware requirements of Distributed Energy Resource Management Systems (DERMS) and algorithms in use for state estimation. Provides latency and bandwidth capabilities of distributed communication infrastructure, likely communication systems around microgrids, and how they meet the requirements of grid edge resources and DERMS, and state estimation algorithms. A literature review is performed toward the development of an algorithm for use with the DERMS-Red Cave system for verification of state change commands at the grid edge using real-time automation controller.