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DR, CA Rule 21, DER Management: Communications Protocols and Integrated DR/DER Management

The goal of this session is to explore the relationship between traditional DR management, the emerging DER challenges and management, California Rule 21 for DER management and the communications protocols that do or could support distributed grid service operations.

The fundamental differences between managing DR resources and DER resources are 1) any generation resource that supplies energy back to the grid comes under regulations designed to insure grid reliability while DR resources are considered most often in terms of peak load management which is governed by different motivations, rules and organizations; 2) the utility organizations that deal with DR are usually customer-oriented teams with little to do with actual grid management operations while DER is in the purview of operational teams concerned with protection, control and grid reliability.

From a messaging perspective, DR is typically focused on informing and incentivizing load management behaviors with minimal focus on specific device control. DER messaging, however, can be much more focused on individual device control which implies device discovery of capabilities, status, and performance and detailed device control instructions. OpenADR was designed for the DR model. IEEE 2030.5 is well designed for the DER messaging model. The session will start with overviews of the CA Rule 21 model for DER management, move on to alternative models that are under consideration and end with a discussion of the challenges and wisdom of attempting to manage DR and DER resources as a combined portfolio of assets.

Speakers

Walt Johnson, EPRI,demand response / DER expert
Dr. H. Walter Johnson
Technical Executive
EPRI

Walt Johnson is a Technical Executive at the Electric Power Research Institute (EPRI), where he specializes in smart grid strategies, technologies, standards, applications, and IT Enterprise Architecture. He manages EPRI's Automated Demand Response and Ancillary Services Demonstration Project and supports EPRI's Transmission and Distribution Modernization Demonstration Projects on Data Analytics.

Walt Johnson, EPRI,demand response / DER expert
Michael Bourton
Co-Founder and Vice President of Business Development
Kitu Systems

Mike Bourton co-founded Kitu Systems originally as Grid2Home Inc. leveraging more than 25 years of experience in the telecommunications industry. Mike has extensive experience working with early stage and established telecom companies, developing their strategic plans, business models, product and marketing plans and guiding them through their life cycle. His functional involvements have spanned general management, design and development, marketing, corporate and strategic marketing and planning, market development and product line management, corporate alliance and business development.

Prior to co-founding Kitu Systems, Mike was Director of New Business Development for Texas Instruments in the Home Networking. He also served as vice president and general manager for Agilent Technologies where he was responsible for the design and manufacture of telecommunication testing and service assurance equipment and was vice president and general manager for Acterna Corporation, the largest provider of communications test solutions for telecommunications and cable network operators. While at Acterna, Mike was responsible for the design and marketing of test equipment for the field access network, from voice, DSL to high speed optical. He began his management career in the UK at Telspec and then IPM, providers of communications systems. At IPM he was general manager of Europe and Asia responsible for the development of payphone equipment and marketing in Asia. Mike received his bachelor's degree in Communication Engineering from Plymouth University, UK.

James Mater, Quality Logic,demand response / DER expert
James Mater
Co-Founder, Director and General Manager, Smart Grid
QualityLogic

James co-founded QualityLogic and is currently a Director and General Manager of QualityLogic's Smart Grid business. From 2001 to 2008, James oversaw QualityLogic as President and CEO. From 1994 to 1999, he founded and built Revision Labs, which merged with Genoa Technology to become QualityLogic. Prior to Revision Labs, James held product management roles at Tektronix, Floating Point Systems, Sidereal and Solar Division of International Harvester. He holds a bachelor's degree in physics from Reed College, Portland, OR and an MBA from the Wharton School, University of Pennsylvania.