Stakeholder Use Cases

inspecting a solar panel

The IEDR Program is following a development approach that identifies and prioritizes stakeholder use cases that provide the greatest value to New York residents as the State achieves its nation-leading climate goals. IEDR Program activities will be continually framed through the evaluation and prioritization of use cases.

We are continuing to team up with end users and relevant stakeholders to understand user needs and develop use cases.

Interested in submitting a use case? Follow this link to the IEDR ideas portal to submit your use case directly to the IEDR Development Team.

Use Case Overview

Stakeholder use cases drive and guide the development of the IEDR. A stakeholder use case is a description of the data and information that an IEDR user will access through the platform, how they will use that data and information, and the beneficial outcome that will result from having access to it. Stakeholder use cases will help identify the data and functionality needed on the IEDR platform to accomplish our mission of providing New Yorkers with effective access to useful energy data.

Stakeholder use cases are a central part of the user-centered design process for IEDR. The IEDR Program will continue to expand the number and variety of opportunities within this process for stakeholders and potential users to explore how data and information will enable them to create value while accelerating action against climate change.

Below is an overview of the key steps in the IEDR’s user-centered design approach.

Overview of the User-Centered Design Process

Define personas
Use cases are like mini stories written from the user's perspective, so it's important to first spend time defining the different users who will be using the platform. Personas are an archetype that can be used to help guide decisions about what data are included and at what levels, navigation, interactions, and visual design.
Outline persona drivers
For each persona, it is important to identify what their goals and motivations are, as well as understand their expectations for the functionality of the system. Drivers include characteristics, motivations, pain points, and the outcome the persona wants to achieve, including the problem the persona is trying to resolve with the solution.
Use case development
Use cases should be simple, concise, and align with persona drivers. Generally, use cases follow this basic format: "As (persona), I want (what?), so that (why)." The curation and collection of use cases should include the identification and evaluation of acceptance criteria - what must be fulfilled so that the story can be identified and completed.
Use case prioritization
A prioritization framework must be transparently outlined to categorize use cases based on how critical they are to the overall success of the IEDR platform for key stakeholders
Develop wireframes
Wireframe development begins the transformation of ideas into a high-level solution. This step begins to clearly identify data owners, define data structure and requirements, conceptualize ideas, ideate solutions, and validate designs based on what was uncovered throughout persona research and use case discovery.
Design, test, adapt, deploy, iterate
Prototyping, testing, and adapting designs before deployment ensures that data quality and user functionality requirements are met. As new use cases are collected or prioritized, the platform can be continuously adapted and improved.

Stakeholder Engagement

Meaningful stakeholder participation is essential to the success of the IEDR initiative. Previously, interested stakeholders were invited to participate in an initial process to identify, characterize, and prioritize IEDR use cases. The compiled use case submissions were prioritized for development; you can view our current use case development schedule in the tables below:

Phase 1 Use Cases

The uses cases listed below were completed and included in the IPV in Q1 2023:

Launch	Use Case	Description
IPV – Q1 2023	Consolidated Hosting Capacity Maps	This use case supports DER developers, DER owners and/or utilities to view all hosting capacity maps for the entire state in one map view with consistent data, so that users can site new DERs and monitor the state of DER development in New York accurately. Foundational functionality will be implemented in IPV, with enhancements to hosting capacity maps expected to be developed in future releases.
IPV – Q1 2023	Installed Distributed Energy Resources (DERs)	This use case supports Energy Service Entities (ESE) and/or government staff members who want to view all installed DERs that utilities have data on (e.g., the SIR inventory), so they can site new DERs or monitor the state of DER development in New York. This use case also provides access to the necessary information pertaining to installed DERs including attributes, location, and status in a consistent format across the entire utility service territories.
IPV – Q1 2023	Planned Distributed Energy Resources (DERs) (Interconnection Queue)	This use case supports Energy Service Entities (ESE) and/or government staff members who want to view and monitor all planned DERs that utilities have data on (e.g., the SIR inventory), so they can site new DERs or monitor the state of DER development in New York. This use case also provides access to the necessary information that pertains to large planned DERs including attributes, location, and status in a consistent format across the entire utility service territories.

The uses cases listed below were completed and included in the MVP in Q1 2024:

Launch	Use Case	Description
MVP - Q1- 2024	DER Siting –Environmental, Community, Terrain, Land, and Property Assessment	This use case will support local governments and community solar developers who want to accelerate the process for identifying, selecting, and negotiating site agreements for community solar projects, by providing access to environmental, community, and property data, (in addition to electrical infrastructure information, which was foundationally covered in the IEDR IPV release), that will allow users to reliably identify feasible sites for solar development, in order to deploy available capital more quickly and increase the amount of clean energy available to New York State electricity customers.
MVP - Q1- 2024	EIAT (Electronic Infrastructure Assessment Tool) Hosting Capacity & DER Map Enhancements	This use case will support DER developers, DER owners and utilities to better understand and accelerate the interconnection approval process for DER systems, by providing a clearer understanding and evaluation of the process of siting the location of a DER installation, so that DER projects can deliver clean energy to customers as soon as possible. Features that will enable the function of this use case include enhancing existing hosting capacity maps through standardization, interconnection approval process duration, interconnection cost information, utility upgrade project information, and corresponding forecast of hosting capacity updates.
MVP - Q1- 2024	Efficient and Effective Access to Existing Customer Billing Data*	For the MVP release, the use case “Efficient and Effective Access to Existing Customer Billing Data” will be available in “sandbox” mode. The sandbox environment will allow users to explore the “Efficient and Effective Access to Existing Customer Billing Data” use case functionality with sample dummy customer data sets. This will allow users an opportunity to explore the functionality and value of new features and to submit comments and suggestions without having to complete the full IEDR Green Button Connect registration process. The full functionality of this use case, including the production environment capable of facilitating consented data transfers, will be scheduled for Phase 2 program development. This use case will grant access electronically for a list of properties at the time of energy manager and data services contract signing, with no additional action required on behalf of the customer for the data services provider to access data for those properties at a later point (within the authorized timeframe). Currently, separate actions are required for each customer account at the time of the authorization request. Ideally, customer consent can be granted both in advance and at the moment of the request and via mobile phone. This use case would also help improve the timeliness of bill payment, reduce late fees and verify customer savings.
MVP - Q1- 2024	Find and Filter Rate Options Across NYS IOU Utilities	This use case will allow Energy Service Entities (ESE) or government staff members to view a list of rates/tariffs across New York State utilities filterable by key criteria (e.g., rate name, rate type, location, etc.), in order to quickly navigate to pertinent rate information. This use case will also enable access to rate and tariffs information in a consistent and machine readable format; removing the need to manually review individual PDFs over time or visit individual utility websites to see what the available rates are. Users will be able to export the list in order to use it for analysis and integration with their own analysis tools.
MVP - Q1- 2024	Access to Basic Rate Data and Tariff Book for Individual Rate	This use case will allow users to see all information about a single rate in one place; enabling those estimating energy customer bills to access relevant data more easily and precisely than they are currently able to. Specific features of this use case include: making rate parameters that change slowly (rate periods, Holidays, Seasons, minimum and other fixed charges, and baseline allowances aka tiered block rates) available in structured format, and facilitating easier navigation to the section of the tariff book where rate parameters for a given rate can be found (which includes easier navigation to both the most recent version of the tariff book itself and historical versions of the tariff book).

Phase 2 Use Cases

Phase 2 use cases are in draft format and may change as Phase 2 discovery and development progresses. The table below contains the draft Phase 2 use cases that are currently being evaluated for development.

More information about Phase 2 use case release dates and additional Phase 2 use case development information will be made available on this page and updated on a quarterly basis.

Phase 2 use case functionality will be released incrementally throughout Phase 2, information about the timing of upcoming IEDR platform releases and the specific features and functionality contained within releases is made available on the IEDR Detailed Roadmap .

The full detailed list of draft Phase 2 use cases and their descriptions can be found within the IEDR Phase 2 Proposal [PDF] or in this reference document [PDF].

Theme	Phase 2 Use Case	Phase 2 Use Case Description
DER Market Expansion and Installation Efficiency	Accelerate DER/commodity installation implementations	This use case supports DER developers, DER owners, utilities, organizations that site DERs (e.g., land trust) and energy service companies (ESCOs) to validate data requirements for the successful scoping and implementation of an economically viable commodity and DER combination project under the Value of Distributed Energy Resources (VDER) tariffs within NYS. This use case will provide end users with information to evaluate pricing structures. End users will also have information on the value difference between the current installed capacity (ICAP) tags and the previous year and the future value in order to properly bill and administer the product. Electronic Data Interchange (EDI) transactions would provide clarity to the type of data being provided by using a meter type/or data type identifier.
Community Energy Planning	Community energy planning (simplification and rebrand of the community choice aggregation use case in Phase 2 Proposal)	This use case will supply better aggregate electricity and natural gas consumption data to local governments for their planning and implementation of effective CCA programs. “CCA programs allow local governments to procure power on behalf of their residents, businesses, and municipal accounts from an alternative supplier while still receiving transmission and distribution service from their existing utility provider. CCAs are an attractive option for communities that want more local control over their electricity sources, more green power than is offered by the default utility, and/or lower electricity prices. By aggregating demand, communities gain leverage to negotiate better rates with competitive suppliers and choose greener power sources.” (Source: EPA)The aggregate consumption data is related to the jurisdictional boundaries of participating municipalities. Users will use the data to develop purchasing strategies for electric and natural gas supply. Users also need access to consented customer data to refine cost impact estimates for CCA participants.
Community Energy Planning	Enhanced Community Distributed Generation (CDG) Customer Data Coordination	This use case will enhance the coordination between distributed energy resource (DER) developers and their customers by streamlining access to their established customers’ consumption and billing data, as well as CDG-specific utility account activity. DER developers will be able to: review and maintain site allocations to maximize savings and CDG benefits for subscribers, audit account-level CDG activity to ensure proper CDG program management, bill the subscriber for CDG-related products more accurately, and maintain subscriber’s insight into benefits and savings CDG participation.
Comprehensive Whole Building Energy Analysis	Enable whole building energy consumption analysis	This use case will support building manager / property management company / product service providers’ ability to participate in efforts to benchmark energy efficiency and comply with local regulations / laws through access to whole building energy data across all types / sizes of buildings including those that require customer consent. To achieve that goal, this use case will enable analysis of prior year energy consumption data for all fuel types used in a given building, as well as the ability to aggregate these individual meter-readings into total energy consumption by fuel and property type. Start and end read dates and unique utility identifiers will be useful for indexing individual meter and consumption information. In addition, specifically for small buildings, end users will be able to dive deeper into which buildings create the most emissions and which retrofitting options would be most ideal using provided current distributed energy resource (DER) deployment by building data.
Customer Data Access and Privacy Management	Aggregated customer data analysis for improved energy efficiency (EE) programs	This use case will allow users, such as utilities, State and local government agencies, and other energy efficiency (EE) program providers, to access and analyze aggregated customer data to understand historical participation in energy efficiency programs and various trends and insights related to program participation that can help to inform the design and implementation of new energy efficiency programs and services. To assess what energy users may have a high, medium, or low propensity for participating in specific energy efficiency programs, the IEDR will provide: customer energy use and cost data by fuel type and related similar efficient premise comparison analytics; an analysis of utility customer program participation to determine whether energy users already have participated in energy efficiency programs, rebates, and incentives; and information on what energy users have interacted with EE program, rebate, and incentive information.
Customer Data Access and Privacy Management	Customer meter data access upon enrollment in DR and DER programs	This use case would provide an alternative, centralized method for accessing meter data for customers that have already authorized a DER service provider to act as an aggregator on their behalf. Access to tariff, rate, and program information in a machine-readable and standardized format would be very helpful for rapidly presenting to potential partnersthe value stack in New York as well as restrictions on certain programs and technology types. Information on the distribution network such as voltage levels, and transmission network, such as the NYISO’s load zones are critical for enrollment and proper documentation in DR programs in New York. This information is not straightforward to access and understand.
Customer Data Access and Privacy Management	Efficient and effective access to existing customer billing data	This use case would support community solar developers and energy service companies (ESCOs) by granting access electronically for a list of properties at the time of energy manager and data services contract signing, with no additional action required on behalf of the customer after that for the data services provider to access data for those properties at a later point within the authorized timeframe. This use case would also help improve the timeliness of bill payment, reduce late fees, and verify customer savings.
Customer Data Access and Privacy Management	Enhance identification of heating, ventilation, and air conditioning (HVAC) energy efficiency opportunities	This use case will support Energy Service Companies (ESCOs) in their efforts to detect anomalies with customers' heating and cooling systems early and provide customers with solutionsto repair their inefficient system, which will reduce their electric consumption and alleviate strain on New York’s electrical grid. To meet this goal, the IEDR will provide accurate and timely access to utility customers’ current and historical 15-minute energy consumption advanced metering infrastructure (AMI) usage data. Using this data ESCOs can then apply algorithms to the data that analyze usage patterns and identify faults or inefficiencies with heating, ventilation and air conditioning (HVAC) systems located at the customer's premise and compare usage patterns of residential customers' systems/appliances to the expected usage of properly functioning systems/ appliances to detect inefficiencies or anomalies.
Customer Data Access and Privacy Management	Improving access to customer data for DERs	This use case will provide analytics, such as DER detection and propensity to use DERs, to improve access to the raw data within the IEDR to allow for all organizations to make use of this data, not just those with the technology and the staff to do the analyses. Users will utilize data on demographics, premise characteristics, utility provider / fuel used, energy use and cost, and historical weather of energy users by geography to analyze energy users by segment and individually to create personalized DER / demand response (DR) offers. Stakeholders will employ this use case with high frequency to inform frequent and recurring business activities such as: end-use detection analysis to avoid offering DERs to energy users who likely already have DERs and / or offer upgraded DERs and related services to those who already have DERs; DR program enrollment to assess what programs energy users are enrolled in and the effectiveness of those programs to inform the development of new programs or offer competitive DR program alternatives to energy users; and propensity analysis to determine with what DER / DR offer to approach energy users by segment and individually.
Customer Data Access and Privacy Management	Unlocking and Operating Flexible Demand Response (DR) Programs at Scale	This use case will support demand response providers to develop more successful DR programs, where providers can increase the number of customers enrolled, thus improving the reliability of the electric grid, and helping to achieve clean energy goals. This use case will provide access to customer demographics, premise characteristics, utility providers/fuels used by energy users geographically and energy billing rates compatible with DR programs by utility. Information on residential energy users who have distributed energy resources (DERs) will be used to design DR programs and enroll participants while information on energy users with DERs enrolled in a DR program will be used to understand scale and approach with other DR program offers.
Customer Data Access and Privacy Management	Customer-Initiated Customer Usage and Billing Data Sharing	This use case will help users who are interested in saving on bills or transitioning to clean energy need to connect with ESEs who can provide them with products and services. Customers want to connect with companies and other organizations that can help them transition to clean energy. They want to gain a quick perspective on the programs available to them and proactively share their data to get quotes and guidance from multiple sources.
Data-Driven Clean Energy Strategy	Developing and implementing more effective clean energy strategies and programs	This use case would support regulatory or government agencies (e.g., NYSERDA, City of New York, EPA) will be able to better understand customer energy use across sectors and various attributes or characteristics and conduct measurement and verification of program savings; assess market baselines; monitor market progress; and assess clean energy potential. This will enable end users to design the most effective strategy and programs.
Data-Driven Clean Energy Strategy	Electricity emissions data for improvement of GHG regulation	This use case will support regulatory and local NY government agencies’ emission regulation efforts by providing information on historic and projected carbon intensity of the electric grid serving municipalities statewide at various time intervals. Access to this information and ability for end users to complete secondary analysis will allow for: more precise quantification of GHG emissions; greater compliance with the local laws (like Building Performance Standard); and greater compliance with the regulations of New York City and its climate goals. End users could also use emissions data to weigh investments in specific energy efficiency, distributed energy resource (DER), electrification, and renewable energy projects.
DER and Renewable Integration	Accelerated DER siting	This use case will support local governments and community solar developers who want to accelerate the process for identifying, selecting, and negotiating site agreements for community solar projects in order to deploy available capital more quickly and increase the amount of clean energy available to NY electricity customers.This use case provides enhancements to electrical infrastructure data functionality provided in the IEDR Phase 1 release, like more granular data on substation-bank level constraints, historical/archived hosting capacity data, and consolidated non-utility data in one central, public location. End users can download original datasets and employ built-in IEDR functionality to run manage the development of LCF production projects, pipeline injection points, and pipeline a one-stop shop analyses on available data to find areas of most feasible solar development. The IEDR will serve as a one-stop shop for standardized DER data and will operationalize the demand flexible marketplace.
DER and Renewable Integration	Accessible DER interconnection (hosting capacity) information	This use case will support DER developers, DER owners and utilities to better understand and accelerate the interconnection approval process for planned / installed DER systems, so that DER projects can deliver clean energy to customers as soon as possible. Accelerating the interconnection process also includes a clearer understanding and evaluation of the process of siting the location of a DER installation. These goals could be achieved by enhancing existing hosting capacity maps through standardization, the addition of interconnection approval time and interconnection cost information, and the inclusion of utility upgrade project information, and the corresponding forecast of hosting capacity updates.
DER and Renewable Integration	DER registry	This use case will enable NY DER aggregators, DER developers, government agencies and utilities to monitor and evaluate the state of DER deployment, more efficiently accelerate new projects based on insights gained from information on existing projects, and more successfully participate in the wholesale energy market through aggregation more accurately. By providing data that allows for a greater understanding of all installed and planned DERs in New York, this use case will also contribute to increased equitable and public access of energy data in one central location.
DER and Renewable Integration	Determine customer site hosting capacity	The use case will provide state agencies with customer site load and hosting capacity data that can be used in conjunction with existing data from IEDR Phase 1 release (substation, feeder level hosting capacity, and planned and installed distributed energy resources (DER) data) to plan and evaluate potential DER sites more efficiently and effectively. By using existing data in IEDR system from IEDR Phase 1 in addition to data mentioned above, end users should be able to dynamically view, and query estimated hosting/load capacities for customer sites, circuits, and substations whereby estimated hosting capacity is provided for all service points and all relevant levels of aggregation.
DER and Renewable Integration	State of DER dashboard	This use case will support trade associations and state agencies to better understand key areas of distributed energy resources (DER) concern, trends, rates of change, etc. Insights will inform and influence how and where to focus collective efforts as interconnection challenges become more and more frequent. Disadvantaged communities (DAC) data could be incorporated to better understand and forecast potential disparities in equitable access to clean, renewable, and affordable energy—and monitor progress towards achieving Climate Leadership and Community Protection Act (CLCPA) goals.
DER Customer Engagement	Identifying and engaging new customers for DERs	This use case will allow users (ESE, DER developers, Aggregators, EVSE) to access aggregated customer data to identify target customer types (i.e., service class, EV adoption, etc.) and locations (i.e., zip code, county), which will lower their customer acquisition costs. Users will be able to view various types of network data (i.e., reliability, hosting capacity, installed DER) to determine target locations to more efficiently and effectively engage customers with their various clean energy products and services. Rate and Tariff eligibility criteria helps users discover customer segments with potential savings. Combining these three data sets in one centralized location and experience will enable users to identify priority geographies and customer types for their business development and marketing efforts.
DER Customer Engagement	Explore Aggregated Usage Data Combined with Other Data to Find New Customer Target Groups for Distributed Energy Resources (DERs) Use Case	This use case will allow users (ESE, DER developers, Aggregators, EVSE) to access aggregated customer data to identify target customer types (i.e., service class, EV adoption, etc.) and locations (i.e., zip code, county), which will lower their customer acquisition costs. Users will be able to view various types of network data (i.e., reliability, hosting capacity, installed DER) to determine target locations to more efficiently and effectively engage customers with their various clean energy products and services. Rate and Tariff eligibility criteria helps users discover customer segments with potential savings. Combining these three data sets in one centralized location and experience will enable users to identify priority geographies and customer types for their business development and marketing efforts.
DER Customer Engagement	Reduced Sales Costs for Distributed Energy Resources (DERs) Developers Through Comprehensive Customer Data Access Use Case	This use case will allow users (ESE, DER developers, Aggregators, EVSE) to access to consented customer data to provide potential customers with quantifiable benefits their clean energy product/service will offer them. Users will be able to view network related data (i.e., reliability data, hosting capacity, etc.) to determine target locations and product and services offerings to effectively engage customers. Rate and Tariff eligibility criteria will help users refine analysis and proposals to customers with their potential savings. Users who work with customers to gain their authorization to access the customer’s data will be able to combine these three data sets together in a centralized location as they engage with prospective customers; this streamlined experience will save time and resources and improve the quality of proposals to customers.
Inclusive Energy Access and Equity	Informing and enhancing utility programs to support disadvantaged communities (DACs)	This use case will support New York State (NYS) utilities to enhance the design and implementation of programs in disadvantaged communities by: enabling utilities to identify the number of customers within a service territory likely to meet certain program eligibility criteria; improving marketing and targeting of program offerings within DACs and improving the implementation; and budgeting of programs to support environmental justice and low to moderate income households.
Inclusive Energy Access and Equity	Reducing energy cost burden for LMI households	This use case will support state and local government and DER providers to identify potential customers who could most benefit from reduced energy costs, as well as better understand what interventions will most effectively reduce those costs by providing access to more granular energy consumption and cost data for utility customers. A more detailed understanding of cost data, including the ability to disaggregate data by fuel type, rate classification, geography, disadvantaged community criteria metrics, will allow state and local governments to help building owners and utility customers most in need make energy efficiency upgrades that reduce utility costs, identify bill assistance opportunities, and connect those customers with useful policies and programs. Being able to monitor these costs on an ongoing basis will help achieve environmental justice and equity goals.
Integrated EV and Building Electrification	Accelerating EV charger siting and program opportunities	This use case will enable utilities, EV charger infrastructure providers, government agencies, or community organizations, to accelerate and scale the process for identifying sites/opportunities for development of a variety of EV charger offerings and programs. For energy service companies (ESCOs), the provision of customers’ 15-minute utility customer energy consumption data will support their provision of lower priced time-of-use (TOU) energy plans for EV owners and the provision of lower energy rates during the evenings and weekends. This can save EV owners money and lead to customer led behavior that decreases grid stress in peak times. For utilities, access to existing fleet information, business sustainability and electrification goals, traffic patterns, existing EV infrastructure and registration information, site zoning, and new construction details allows for more efficient, customer-based and informed EV siting, fleet acceleration, and EV adoption propensity models.
Integrated EV and Building Electrification	Building electrification site identification	This use case will support government agencies, community organizations and building electrification providers’ efforts to identify, evaluate, and select opportunities for building electrification by providing the most relevant up to date data publicly in one location. End users can use information provided to: upgrade existing electrification assessment platforms; and estimate potential savings from switching to/implementing an energy measure for a specific project or portfolio of projects.
Utility and Market Operations	Enhancing the implementation of customer time-of-use plans for electric vehicle (EV) charging	This use case will allow Energy service companies (ESCOs) to utilize the IEDR to enhance and streamline the implementation of time-of-use rate plans for customer EV charging that will incentivize customers to charge their EVs during non-peak hours and help reduce stress on the grid during peak energy usage periods.
Utility and Market Operations	Facilitate IEDR wholesale services	This use case will support service providers in their efforts to facilitate registration with NYISO for participating in existing and planned wholesale market participation models, as well as updating this information (ex. Transmission Node applicable to a customer’s location) on an as needed basis (NYISO intends to update this information annually).The service provider will use the billing quality data provided to comply with NYISO settlement requirements and avoid the need to install duplicative private metering to supply the data. The service provider will be able to obtain interval data for each account registered with NYISO as part of an aggregation for submission by the service provider to the NYISO to comply with settlement data submission requirements. The NYISO will use the data provided to operate its distributed energy resource (DER) programs and markets. The IEDR can make the data available to other relevant stakeholders as necessary.
Utility and Market Operations	Improving reliability benchmarking for utility operational performance	This use case will improve NY utilities’ system planning and reliability performance by enabling the comparison of detailed reliability data across utilities. This will make the analysis of utility system design standards and the identification of collaboration opportunities more efficient. With data on reliability metrics like System Average Interruption Duration Index (SAIDI), System Average Interruption Frequency Index (SAIFI), Customer Average Interruption Duration Index (CAIDI), and corresponding thresholds, utilities will be able to accurately benchmark their reliability performance and compare impacts of extreme weather events against other utilities in New York. In addition, with access to weather information from all utilities, each utility could improve their forecasting for event impact.
Utility and Market Operations	Metrics to establish renewable gas program	The use case will help utilities quantify, differentiate, and track variouslow-carbon fuels(LCFs) to manage the development of LCF production projects, pipeline injection points, and pipeline blending of LCFs More specifically this use case will enable utilities to track types and volumes of LCF pipeline blending, quantify amount of natural gas displaced by LCF’s, and assess the associated emissions benefits.
Utility and Market Operations	Performance evaluation of DERs	This use case supports DER developers in their effortsto optimize DER performance by providing data on peak load shift / reduction by DER and DER effect on individual users’ Time of Use rate. and other dynamic billing rates. With this information, end users can extrapolate the following analysis and key insights on DER performance: DER effect on geographies with load constraints,DER interconnection with rate optimization, DER performance during load shedding/ other grid events, and the average and range of customer opt-out and override rates by DER type for participation in events. These analyses will inform program evaluation, reporting and improvement, including DR program and rate design adjustments.
Utility Rate Plan Access	Rate plan data	This use case will support government agencies, energy service companies (ESCOs or distributed energy resource (DER) developers’ efforts to help customers generate savings through demand response (DR) programs and DER installations through access to utility rate tariffs / rate books in a machine-readable format initially, and then through more advanced functions like a bill calculator or historical tariff rate information. End users should be able to easily understand and perform secondary analyses on the key rate information based on clear up-to-date documentation of which tariffs apply to that region / rate class. This use case also supports up-to-date accurate tariff and rate information and analyses being provided equitably to the public, as there is a large access barrier to this information currently (labor intensive and requires specialized subject knowledge).

Interested stakeholders were previously invited to participate in an initial process to identify, characterize, and prioritize IEDR use cases. The compiled use case submissions are available below. NYSERDA may publish this use case information in additional formats.

A compilation of all submissions is available here via Excel and PDF.

Stakeholders are still welcome to submit use cases beyond the July 23, 2021 deadline which has passed. However, these use cases may not be able to be processed and prioritized as part of Phase One activities, depending on when the use case is received. Stakeholders may submit comments individually or as a member of a group.

Follow this link to the IEDR ideas portal to submit your use case directly to the IEDR Development Team.