February 23, 2016
February 23, 2016
1:00-2:00 p.m. EST
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February 23, 2016 © 2015. All Rights Reserved.
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Webinar Abstract
•
> Provide an update on the NIST TE Challenge
> Review TE business and regulatory models white paper
> Intro to a new effort in the OpenADR Alliance
> Discussion of microgrids demo effort
•
> Utilities, regulators, policy makers and any new participants considering joining the effort.
•
> The TE Challenge team is making progress to help advance TE and will share more about the valuable contributions being delivered at the May
2016 TE Systems Conference
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Transactive Energy getting real?
• Welcome
> David Holmberg, NIST
• Presenters
> John Caldwell, Edison Electric Institute
> Rolf Bienert, OpenADR Alliance
> Jennifer Worrall, CleanSpark LLC
• Q & A
> Gabrielle Puccio, SGIP
• Closing
> David Holmberg, NIST
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Panel Moderator:
David Holmberg
NIST
Panel Speaker:
Dr. John Caldwell
Edison Electric Institute
February 23, 2016
Panel Speaker:
Rolf Bienert
OpenADR Alliance
© 2015. All Rights Reserved.
Panel Speaker:
Jennifer Worrall
CleanSpark LLC
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David Holmberg
TE Challenge Coordinator
NIST
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1.
Tools
—Develop/enhance modeling and simulation tools and platforms for TE evaluation. Advance standards interoperability and application.
2.
Understanding —demonstrate how different TE approaches can improve reliability and efficiency of the electric grid to address today’s grid challenges.
3.
Scenarios
—develop a set of scenarios that can serve as ongoing reference points for modeling and simulation.
4.
Community —develop the TE community—working together and sharing data.
5.
Progress
—make progress toward successful utility TE pilots: modeling and simulation advancements as well as communications with utilities, regulators and policymakers.
6.
Communicate
—provide a stage for teams to present the exciting work they’ve accomplished.
 Deliver value to utilities, regulators and policy makers in understanding, testing, an applying TE to meet today’s grid challenges.
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• TE Challenge Preparatory Workshop , Mar 24-25 — demonstrated
TE community agreement on the vision for the TE Challenge
- Identified grid challenges and gaps in modeling and simulation for TE
• Summer 2015: TE Challenge website and Collaboration site: https://pages.nist.gov/TEChallenge/
• Kickoff Meeting ( webcast and presentations ), Sep 10-11, for vision setting and team formation.
• Interim Meeting ( webcast and presentations ), Dec 3-4, for coordination and team building.
- We added two teams for total of seven.
• Summit at the May 19-21 TE Systems Conference (Portland, OR)
- Present completed work to TE community, publicize and grow.
• Phase II Launch with Phase I report out, Sep 2016
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Team
1
2
TE Regulatory and
Business Models
Transactive ADR
Goals:
• Define fundamental TE business and regulatory models
• Characterize/define interfaces among the participants
(physical/financial)
• Identify legislative and regulatory features applicable to each model
Deliverables: White Paper
Goal: Advance TE in OpenADR
Alliance, leveraging established
DR member alliance to create an industry solution for TE.
Deliverables: Transactive profile
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TE Microgrids Demonstration
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Goal: Develop microgrid demonstration and simulations to show potential for energy management within and between microgrids using one or more TE approaches.
Deliverables: Demonstration results, TE approach documentation, simulation results
4
PowerMatcher IoT
Goal: Demonstrate the benefits to the US electric grid of a market approach using
PowerMatcher.
Deliverables: Demonstration providing loads and DER assembled into a virtual network implementing PowerMatcher bid interactions over XMPP.
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5 Reference Grid and Scenarios
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Goal: Develop reference grid designs, scenarios and interoperability requirements to support testing of TE approaches using different simulation tools while producing comparable results.
Deliverables: Reference Grid models for a small set of scenarios.
Co-simulation Platform
Goal: Create an “Open Platform”
(extensible and customizable) for integrating and coordinating across a diverse suite of modeling and simulation tools, and conduct integrated experiments.
Deliverables: Open platform design and guidelines for use.
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Common Transactive Services
Goal: Align simulations with real TE message exchanges by finding common meanings across environments.
Deliverables: White paper
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> Present final Phase I results to utilities and regulators
> Engage new teams with simulation tools to study TE approaches
> Make use of Phase I reference grid and scenarios for comparability of team results/tools.
> Make use of co-simulation platform to apply individual tools to larger TE problems
> Involve universities, vendors, gov’t labs
> Continue with community building, demos, and work toward utility pilots
> Continue to focus on delivering value to utilities and others looking to solve grid problems.
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• High quality keynotes on TE issues globally
• Three technical tracks of presentations:
1. Regulatory/Environm ental/Governmental
2. Utility Perspectives
3. Technology
• Breakout workshops for participant input on important issues.
• TE Challenge— presentation of Team
Reports and other results.
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Dr. John Caldwell
Director of Economics
Edison Electric Institute
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• Define fundamental business/regulatory models that will enable and support a transactive electricity grid
• Characterize (define) interfaces among the participants
(physical/financial)
• Identify legislative/regulatory features applicable to each model
• Outline a general roadmap for transitioning to a transactive system
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• Drivers and Precedents
• Enabling Regulatory and Legislative Paradigms
• Market Models
• Getting from Here to There
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Economic (market) & control systems must be able to reconcile multi-party objectives & constraints related to distributed energy resources
Objectives & Goals
Bulk Power
System
Distribution
Operations
Value Perception
Decision Criteria
& Processes
Constraints
Energy
Financial
Services
Customer
Energy
Provider
Energy
Related
Services
Energy
Device
Firms
Economic Value
Willingness & Ability
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• Forward Market-Driven
> Distributed optimization primarily through time-varying retail rates,
EE/DR program redesigns and bi-lateral transactions
> Automated Bilateral Transactions with Two-Way Subscription Retail
Tariff
• Model-Driven Spot Markets
> REV proposed LMP+D Prices
> Distributed Marginal Prices
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Distribution model adapts the bulk power system’s predominant use of forward markets based on planning needs along with residual markets based on real-time controls to create an integrated approach that recognizes the role of DER across the power system.
The area shaded in blue below are compensated through forward contracts and/or tariffs for services. The real-time market is for residual needs only and may be priced through simple tariffs or option based forward contract, like the shorter duration controls.
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Consumers
Device Device Device Device
Tenders and
Transactions
By year
By month By hour
By five minutes
Two-Way
Subscription
Retail Tariffs
No DSO or IDSO
Standard Retail Transactive Energy Platforms
Distribution Transport
Tenders and
Transactions
Recover more costs when feeder is heavily loaded in either direction
2
2
By year
Existing
Distribution
Operators
By month
Energy
By hour
By five w minutes
Existing Load Serving Entities
Wholesale
Parties
Forwards and
Futures
Balancing
Operators/ISO
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Most energy transacted at retail / wholesale interface
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• First Draft of White Paper (April 2016)
• Presentation to Transactive Energy Systems Conference (May 2016)
• Expanded White Paper with Additional Background (June 2016)
• Collaborate with Other TE Teams to Conceptualize Demonstration
Projects (August 2016)
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Rolf Bienert
Technical Director
OpenADR Alliance
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What is the OpenADR Alliance?
• Membership organization with 140+ national and international member companies
• California based nonprofit corporation
• Leverages Smart Grid related standards from OASIS, IEC, UCA and
NAESB for OpenADR profiles
• Supports development, testing, certification, and deployment of commercial OpenADR
• Enables stakeholders to participate in automated DR, dynamic pricing, and electricity grid reliability
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Why have an industry alliance?
• Branding
> Technology will not succeed without brand awareness and marketing
• Interoperability, testing, certification
> The market needs a solid program that makes systems interoperable on the interface point
• Outreach, training, education
• Typical goals of an industry alliance
> Build a reliable technology
> Create new markets for members
> Increase membership  market acceptance
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What we did with OpenADR?
• OpenADR 2.0 is a profile of the OASIS Energy Interoperation (EI)
• Further “profiled” the EI functions and models
> Added conformance statements to increase interoperability
> Created the OpenADR 2.0a/b Profile Specifications
> Added transport protocols and security
> Created a test plan and certification policy
> Build a test tool for pre- and certification testing
• Created a certification program
> Test plan
> Test tool
> Certification requirements
> Logo
> SGIP ITCA (Interoperability Testing and Certification Agency)
February 23, 2016 © 2015. All Rights Reserved.
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Transactive ADR Team
• Proposed new TE Challenge Team: Transactive ADR Team
• Goal: advance TE in OpenADR Alliance, with goals of leveraging established DR member alliance (OpenADR Alliance) to create an industry solution for TE
• Extending the OpenADR standard to include TE, pointing the way to a practical future for TE
• Engaging both new and existing OpenADR members in the creation of Transactive Automated DR (TADR)
• Integrating IoT transactive framework with DR
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Transactive ADR Team (2)
• Who: TE Challenge participants + OpenADR members (or prospective members) who are also participating in TE Challenge
• Work items:
> Collective agreement on how to advance and why to advance TE in the
OpenADR Alliance. Written statement.
- Scope: Adding relevant services to OpenADR, TE profile, [quote, tender, transaction, delivery],
- Create high level functional descriptions and use case
> Agreement on what transactive piece (“extension” or “OpenADR profile”, etc.) will be developed in OpenADR and how.
> Identify ties to other TE Challenge teams and any related work items.
(other profiles possible in OpenADR Alliance framework)
> Identify work product(s) to be discussed at the TE Conference summit in
May 2016.
• Join the effort!
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Jennifer Worrall
Director of Information Engineering
CleanSpark
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• Demonstrate the use of the Energy
Interop Standards and TeMix for
Transactive Energy in systems of microgrids
> Create open source, commercially compatible software that adhere to these standards that can be used by market participants
> Validate the use of these standards in large implementations via physical demonstrations and simulations
• Demonstrate use of different control algorithms by various market participants within the same market context
• Identify regulatory challenges and desired outcomes for the widespread adoption of transactive energy
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• Controlled environment with a limited number market participants and energy paths allows for easier testing
• All transactions occur “behind the meter”, which reduces the need for regulatory changes immediately until benefits of various scenarios are understood.
• Various control algorithms can be tested in isolation
• Pilot project locations still receive economic benefits of locally balanced power
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• Live demonstration at Camp
Pendleton FractalGrid
> Energy storage devices
> Excess solar production
> Load shedding
• Simulation
> Tata Consulting
– Dynamic
Microgrid Configuration
• Control Algorithms
> Dynamic Market Mechanism –
Tom Nudell/MIT Control Lab
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• Determination of project scope and schedule
• Educational Sessions
> Energy Interop Overview / Bill Cox
> TeMix Introduction / Ed Cazalet
> Dynamic Market Mechanisms / Tom Nudell
> IEEE 1547 / Paul Heitmann
• Use Case Development
• Requirements Development
• Sequence Diagrams
• Started:
> Test Plans
> Requirements traceability
> Software development
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• Energy Services Interface
• Market Facilitator
• Market Maker
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https://github.com/CleanSpark/esi
• Basic Java-based implementation of TEMIX
• Open Source, available under Apache 2.0 license
• VEN to communicate to the market facilitator
• Interface consists of a few simple methods to implement to become a market participant
Register
Forecast
Demand
Submit tender(s)
Process transactions
Report results
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• VTN-side of TE interface
• Market context
• Ledger functionality
• Market clearing algorithms
• Visualization of market
• To be available for testing on AWS
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February 23, 2016 © 2015. All Rights Reserved.
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• Attend the TE Challenge Summit at the Portland TE Systems Conference in
May to hear the team reports and see the demos
• Go to the TE Challenge collaboration website to get more information on the team efforts and participants
• Consider joining a current team effort or prepare to participate in TE Challenge
Phase II
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David Holmberg
TE Challenge Coordinator
NIST david.holmberg@nist.gov
Dr. John Caldwell
Director of Economics
Edison Electric Institute
JCaldwell@eei.org
February 23, 2016
Rolf Bienert
Technical Director
OpenADR Alliance rolf@openadr.org
© 2015. All Rights Reserved.
Jennifer Worrall
Director of Information Engineering
CleanSpark LLC jworrall@cleanspark.com
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Thank you.
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