ISO/IEC TR 15067-3-7:2020
(Main)Information technology — Home Electronic System (HES) application model — Part 3-7: GridWise transactive energy systems research, development and deployment roadmap
Information technology — Home Electronic System (HES) application model — Part 3-7: GridWise transactive energy systems research, development and deployment roadmap
This document, which is a Technical Report, explains the organization and structure of the transactive energy systems research, development, and deployment roadmap.
Technologies de l'information — Modèles d'application du système électronique domotique (HES) — Partie 3-7: Titre manque
General Information
Standards Content (Sample)
ISO/IEC TR 15067-3-7
Edition 1.0 2020-09
TECHNICAL
REPORT
colour
inside
Information technology – Home electronic system (HES) application model –
Part 3-7: GridWise transactive energy systems research, development and
deployment roadmap
ISO/IEC TR 15067-3-7:2020-09(en)
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ISO/IEC TR 15067-3-7
Edition 1.0 2020-09
TECHNICAL
REPORT
colour
inside
Information technology – Home electronic system (HES) application model –
Part 3-7: GridWise transactive energy systems research, development and
deployment roadmap
INTERNATIONAL
ELECTROTECHNICAL
COMMISSION
ICS 35.200 ISBN 978-2-8322-8852-8
Warning! Make sure that you obtained this publication from an authorized distributor.
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– 2 – ISO/IEC TR 15067-3-7:2020
ISO/IEC 2020
CONTENTS
FOREWORD . 4
INTRODUCTION . 6
1 Scope . 7
2 Normative references . 7
3 Terms, definitions, and abbreviated terms . 7
3.1 Terms and definitions . 7
3.2 Abbreviated terms . 8
4 Overview of the roadmap . 8
4.1 General . 8
4.2 Stages . 9
4.3 Roadmap tracks . 10
4.3.1 General . 10
4.3.2 Regulatory and policy . 10
4.3.3 Business models and value realization . 10
4.3.4 System design and architecture . 10
4.3.5 Physical and cyber technologies and infrastructure . 10
4.4 Swim lane definitions . 11
4.5 Organization of material . 11
4.6 Core concepts . 12
4.6.1 General . 12
4.6.2 Questions to bear in mind . 12
4.6.3 Benefits and enablers summary . 13
5 Regulatory and policy . 13
5.1 General . 13
5.2 Vision – what we hope to see at each stage . 14
5.3 Enablers – elements required if the vision is to be realized . 15
5.4 Results – outcomes made possible by new patterns of use . 16
5.5 Benefits – how these outcomes add value . 17
6 Business models and value realization . 17
6.1 General . 17
6.2 Vision – what we hope to see at each stage . 18
6.3 Enablers – elements required if the vision is to be realized . 19
6.4 Results – outcomes made possible by new patterns of use . 20
6.5 Benefits – how these outcomes add value . 21
7 System design and architecture . 22
7.1 General . 22
7.2 Vision – what we hope to see at each stage . 23
7.3 Enablers – elements required if the vision is to be realized . 24
7.4 Results – outcomes made possible by new patterns of use . 25
7.5 Benefits – how these outcomes add value . 26
8 Physical and cyber technologies and infrastructure . 27
8.1 General . 27
8.2 Vision – what we hope to see at each stage . 28
8.3 Enablers – elements required if the vision is to be realized . 29
8.4 Results – outcomes made possible by new patterns of use . 30
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ISO/IEC TR 15067-3-7:2020 – 3 –
ISO/IEC 2020
8.5 Benefits – how these outcomes add value . 31
Annex A (informative) Core concepts . 33
A.1 General . 33
A.2 Regulatory and policy . 33
A.3 Business models and value realization . 33
A.4 System design and architecture . 33
A.5 Physical and cyber technologies and infrastructure . 34
Bibliography . 35
Figure 1 – Distribution system evolution . 9
Figure 2 – Example benefits and enablers for the "regulatory and policy" track . 14
Figure 3 – Example benefits and enablers for the "business models and value
realization" track . 18
Figure 4 – Example benefits and enablers for the "system design and architecture" track . 23
Figure 5 – Example benefits and enablers for the "physical and cyber technologies and
infrastructure" track . 28
Table 1 – Example vision table . 11
Table 2 – Example enablers table . 11
Table 3 – Example results table . 12
Table 4 – Example benefits table . 12
Table 5 – Regulatory and policy vision (RPV) . 15
Table 6 – Regulatory and policy enablers (RPEs) . 16
Table 7 – Regulatory and policy results (RPRs) . 16
Table 8 – Regulatory and policy benefits (RPBs) . 17
Table 9 – Business model and value realization vision (BMV) . 19
Table 10 – Business model and value realization enablers (BMEs) . 20
Table 11 – Business model and value realization results (BMRs) . 21
Table 12 – Business model and value realization benefits (BMBs) . 22
Table 13 – Design and architecture vision (DAV) . 24
Table 14 – Design and architecture enablers (DAEs) . 25
Table 15 – Design and architecture results (DARs) . 26
Table 16 – Design and architecture benefits (DABs) . 27
Table 17 – Physical and cyber technologies and infrastructure vision (PCV) . 29
Table 18 – Physical and cyber technologies and infrastructure enablers (PCEs) . 30
Table 19 – Physical and cyber technologies and infrastructure results (PCRs). 31
Table 20 – Physical and cyber technologies and infrastructure benefits (PCBs) . 32
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ISO/IEC 2020
INTERNATIONAL ELECTROTECHNICAL COMMISSION
____________
INFORMATION TECHNOLOGY –
HOME ELECTRONIC SYSTEM (HES) APPLICATION MODEL –
Part 3-7: GridWise transactive energy systems research,
development and deployment roadmap
FOREWORD
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9) Attention is drawn to the possibility that some of the elements of this ISO/IEC document may be the subject of
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The main task of IEC and ISO technical committees is to prepare International Standards.
However, a technical committee may propose the publication of a Technical Report when it
has collected data of a different kind from that which is normally published as an International
Standard, for example "state of the art".
ISO/IEC TR 15067-3-7, which is a Technical Report, has been prepared by subcommittee 25:
Interconnection of information technology equipment, of ISO/IEC joint technical committee 1:
Information technology.
The text of this Technical Report is based on the following documents:
Enquiry draft Report on voting
JTC1-SC25/2900/DTR JTC1-SC25/2966/RVDTR
Full information on the voting for the approval of this Technical Report can be found in the
report on voting indicated in the above table.
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ISO/IEC TR 15067-3-7:2020 – 5 –
ISO/IEC 2020
This document has been drafted in accordance with the ISO/IEC Directives, Part 2.
A list of all parts in the ISO/IEC 15067 series, published under the general title Information
technology – Home electronic system (HES) application model, can be found on the IEC and
ISO websites.
In this document, the following print type is used:
• Bolded italics represent condensed encapsulations of the transactive energy (TE) principles
described in ISO/IEC TR 15067-3-8:2020, 6.4.
IMPORTANT – The 'colour inside' logo on the cover page of this publication indicates
that it contains colours which are considered to be useful for the correct
understanding of its contents. Users should therefore print this document using a
colour printer.
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ISO/IEC 2020
INTRODUCTION
It has been said that if Thomas Edison could see the electricity industry today, he would
recognize it as being much the same as 100 years ago, but that may not be the case for much
longer. The century-old paradigm of large-scale generation and distribution is starting to change
as renewable resources make more of an impact. New distributed devices, both consumer and
utility-owned, affect the grid directly and also interact with each other. Preparations are already
underway to integrate these new resources and technologies by considering operational and
policy changes based on measured and effective choices. For example, the industry is
undergoing a fundamental shift from a "load following" paradigm, where central generation
adjusts to varying demand, to a "supply following" paradigm, where responsive demand absorbs
variable generation such as solar and wind. During the transition to a more distributed system,
the industry cannot afford to design purely for either extreme. A key to success is to use
technologies that support flexible coordination of both centralized and distributed elements. One
such approach is provided by transactive energy (TE) systems.
Transactive energy systems are systems of economic and control mechanisms that allow the
dynamic balance of supply and demand across the entire electrical infrastructure using value as
1
a key operational parameter. This definition is from ISO/IEC 15067-3-8:2020, 3.28 [1] .
This broad definition allows us to recognize the existing use of transactive techniques in bulk
energy markets and to consider how to enable new techniques for possible use in distribution
systems, at the interface between transmission and distribution, and perhaps even more broadly.
The need for transactive energy systems is being driven by economic, technological, and
customer preference opportunities that were just beginning to exist five years ago. Better
performance and declining costs for many renewable energy sources and storage technologies
now being deployed suggest use of distributed energy resources will continue growing.
Distribution systems were not designed for large-scale deployment of distributed energy
resources with potential power flows in multiple directions. Ad hoc arrangements have worked so
far, but as the combined effects of changes that are often outside of regulatory and utility
observation and control become significant, a more robust response to maintaining and
enhancing safety, reliability, and resilience of distribution energy systems and markets is
required.
2
ISO/IEC TR 15067-3-7 is adapted from the GridWise® Architecture Council document,
Transactive Energy Systems Research, Development and Deployment Roadmap [2], which
provides a broad perspective of how transactive energy systems and their use will evolve over
time. It has been edited to align with the format of IEC documents.
____________
1
Numbers in square brackets refer to the Bibliography.
2
GridWise is a registered trademark of Gridwise, Inc. This information is given for the convenience of users of
this document and does not constitute an endorsement by IEC or ISO.
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ISO/IEC TR 15067-3-7:2020 – 7 –
ISO/IEC 2020
INFORMATION TECHNOLOGY –
HOME ELECTRONIC SYSTEM (HES) APPLICATION MODEL –
Part 3-7: GridWise transactive energy systems research,
development and deployment roadmap
1 Scope
This part of ISO/IEC 15067, which is a Technical Report, explains the organization and
structure of the transactive energy systems research, development, and deployment roadmap.
2 Normative references
There are no normative references in this document.
3 Terms, definitions, and abbreviated terms
3.1 Terms and definitions
For the purposes of this document, the following terms and definitions apply.
ISO and IEC maintain terminological databases for use in standardization at the following
addresses:
• IEC Electropedia: available at http://www.electropedia.org/
• ISO Online browsing platform: available at http://www.iso.org/obp
3.1.1
congestion
characteristic of the transmission system produced by a constraint on the optimum economic
operation of the power system, such that the marginal price of energy to serve the next
increment of load, exclusive of losses, at different locations on the transmission system is
unequal
3.1.2
cyber-physical system
smart system that includes engineered interacting networks of physical and computational
components
3.1.3
deterministic
always producing the same output when given a particular input (no randomness)
3.1.4
distribution system operator
DSO
entity responsible for planning and operational functions associated with a distribution system
that is modernized for high levels of distributed energy resources (DERs) and handles the
interface to the bulk system transmission system operator (TSO) at a locational marginal price
(LMP) node or transmission-distribution substation
Note 1 to entry: A range of other DSO models are under consideration in the industry.
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ISO/IEC 2020
3.1.5
prosumer
person or entity who both consumes and produces
3.1.6
stochastic optimization
minimization or maximization of a function in the presence of randomness in the optimization
process
3.2 Abbreviated terms
NOTE This list also includes some terms not used in this document, but which relate to other terms and so could
be useful for the user.
ADMS advanced distribution management system
AMI advanced metering infrastructure
BEM(S) building energy management (system)
CVR conservation voltage reduction
DER distributed energy resource
DERMS distributed energy resource management system
DMS distribution management system
DOE U.S. Department of Energy
DR demand response
DSO distribution system operator
FERC U.S. Federal Energy Regulatory Commission
GWAC GridWise® Architecture Council
IOU investor-owned utility
LMP locational marginal price
MDM meter data management (system)
PSC public service commission
PUC public utility commission
PV photovoltaic
RTO regional transmission operator
T&D transmission and distribution
TE(S) transactive energy (system)
TSO transmission system operator
VVO volt-var optimization
X2G anything to grid
4 Overview of the roadmap
4.1 General
The GridWise® Architecture Council (GWAC) transactive energy roadmap outlines a vision and
path forward to achieve deployment of transactive energy systems at scale as an operational
element of the electric power system to facilitate the integration of DERs and dynamic end uses,
such as connected buildings. It also considers the application of transactive energy systems
(TESs) for the coordination and control of end uses – for example, in managing energy in
buildings and campuses.
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ISO/IEC TR 15067-3-7:2020 – 9 –
ISO/IEC 2020
The roadmap considers drivers of change, triggers for transactive energy system deployment,
and required infrastructure for deployment at scale. Gaps in technology and infrastructure that
could require investment are identified.
The roadmap captures potential changes over time (stages) and organizes them by business
and technical tracks. Within each track, it also groups potential changes into "swim lanes" that
identify what we hope to see, what it takes for this to occur, what we see as a result, and what
these features do to add value.
4.2 Stages
The roadmap is based on considering what is required to support increasing levels of DER
penetration in electricity distribution systems. The roadmap considers the overall vision in three
stages, depicted in Figure 1, primarily characterized by the level of market development around
DER penetration. These stage definitions help the user determine what stage a given distribution
system is in, based on how its characteristics align with these definitions. Note that there are
implications for the relationship between the distribution utilities and the bulk power system, and
given the regional nature of the bulk power system, all distribution utilities within a given region
will not usually find themselves at the same stage.
SOURCE: LBNL-1003797 [3].
Figure 1 – Distribution system evolution
– Stage 1
In stage 1, DER penetration is limited. DER value is administratively set (such as in net-
metering tariffs). DER has minimal but perceivable effects on distribution system operations.
In the following clauses, this stage is characterized as "persistently demonstrated".
– Stage 2
Levels of DER penetration grow as device prices continue to drop. Net-metering tariffs begin
to be replaced with market interactions that establish the value of the DER assets.
Aggregated DER or large DER assets interact with bulk power markets based on a limited
number of value streams. Effects of DER penetration on distribution system operations are
manageable. In the following clauses, this stage is characterized as "broadly applied".
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ISO/IEC 2020
– Stage 3
DER penetration grows, affecting distribution system operations and requiring new means for
asset owners to realize return on investment. Combinations (stacks) of value streams are
realized through DER participation in local, distribution-level markets. The stacked value
streams have spatial and temporal variability that reflects operational needs in the
distribution and bulk power systems. In the following clauses, this stage is characterized as
"at scale".
4.3 Roadmap tracks
4.3.1 General
The roadmap tracks generally follow the ISO/IEC TR 15067-3-8 [1] breakdown of considerations
for TE systems into the four tracks outlined in 4.3.2 to 4.3.5.
4.3.2 Regulatory and policy
This track describes the actions needed by regulators and other policy makers to enable TE
systems as envisioned in each of the three stages. The objective of the actions in this track is to
establish an environment that enables transacting parties to understand rules of engagement
and compensation in addition to performance requirements (and penalties for non-performance).
The actions also focus on achieving a consistency of approach across jurisdictions, as much as
possible, to promote interoperability. The actions described could be carried out by different
policy-making bodies depending on the individual jurisdictions and types of utilities.
Many of the actions described in this track support development and implementation actions
described in the "business models and value realization" track (4.3.3), and to a limited extent,
the actions included in the "system design and architecture" (4.3.4) and "physical and cyber
technologies and infrastructure" (4.3.5) tracks.
4.3.3 Business models and value realization
This track focuses on the various stakeholders, their roles in TE, and how their business models
need to evolve for them to provide and realize value in each of the three stages. While the
"regulatory and policy" track describes the actions policy makers need to take to establish the
needed TE environment, this track focuses on the actions to assess and implement needed
business model changes by various categories of stakeholders, recognizing that business
model changes include value propositions on both supply and demand sides.
4.3.4 System design and architecture
This track focuses on system design and architecture actions necessary to support each stage,
specifically dealing with information interoperability to support TE valuation, and operation and
control aspects to understand and manage the effects on the electricity grid. This track depends
on the business model
...
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