Demand Response Aggregator Manager



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Contents


Introduction
Aggregator Settings Screen
Participant Settings Screen
Participant Commitments Screen
Alert History Screen
Alert Engine
Participant Alert Email Sample
Aggregator Report Email Sample
Terms and Conditions

Introduction

The Demand Response Aggregator Manager is a service provided to companies that offer demand response aggregation services to their customers. The application resides on Sygration's servers and is accessible using a standard web browser, however, it can be branded with the aggregator's own logo.

The application allows the Aggregator administrator(s) to configure individual Strike Prices for each of their participating customers, so that email alerts are automatically generated when the forecast energy price exceeds any Strike Price. The individual email alerts are sent to each Participant, while a summary report is sent to the Aggregator. The application also allows the Aggregator to enter the amount of Committed Demand Response (KW) that each Participant is willing to provide, and tracks an hourly total for submission to a Demand Response Plan sponsor.


Aggregator Settings Screen

The Aggregator Settings Screen is used by the administrator to view and change the global settings for the Aggregator Manager, and effects the reports that the Aggregator will receive as well as the messages that each Participant will receive. Edit the fields which are not View-Only and submit the Apply button for the change to take place.

Aggregator Settings Screen

Aggregator Code: (View Only) This is the ID assigned to the Aggregator account by Sygration and used internally by the system.

Maximum Participants: (View Only) This is the maximum number of Participants that the Aggregator account has been licensed to permit. This system will not permit additional Participants once this limit has been reached. Please contact Sygration if you require changes to your license quantity.

Company Name: (View Only) This is the name of the Aggregator organization and will appear on alert messages sent to the Aggregator and its Participants. Please contact Sygration to make changes to this name.

License Expires: (View Only) This is the expiry date for the Aggregation Manager license. You will not be permitted to access the Aggregator Manager beyond this date, nor will you or your Participants receive alert messages beyond this date.

Report Email Address: This is the email address that the Aggregator wishes to receive Aggregator Reports. Email addresses must be valid format (i.e. name@company.com). Multiple addresses are permitted by separating each address by a comma (i.e. john@company.com,mary@company.com ).

Logo File: (View Only) The source filename that is placed at the top right of all Aggregator Manager screens. Unless otherwise arranged, the default Sygration logo is used.

Report/Commit PD Hours: The Aggregator may select up to four predispatch hours (hours beyond the current hour) indicating to receive an Aggregator Report for these hours, and to allow him to further enter Commitment Quantities (kW) in the Commitments screen. The Participant settings allow alerts to be generated for any of the four predispatch hours, however, this setting allows to Aggregator to ignore those predispatch hours they are not interested. Currently, most Ontario Demand Response programs only monitor Predispatch Hour 3, so this is likely the only hour the Aggregator will wish to receive reports on.

Master Alert Enable: Enable and Disable all alert generation and emailing for your Aggregator accounts using this setting. This will prevent any alerts being sent to the Aggregator and Participants. After re-enabling, the current dispatch hour may need to end before future the alert engine monitors for future predispatch hours.

Report Email Addendum: This is an optional message that the Aggregator can set and will be included at the end of any alert email messages that are sent to the Participants. If you wish to include links to other internet sites, you should include the web address (http://www.website.com) and let the Participant's email client convert this into a hyperlink.


Participant Settings Screen

The Participant Settings Screen is used to create and update information on each Participant Contact that the Aggregator is providing a service to. The information includes company and contact names, email addresses, the strike price which an alert will be generator at, and days/hours which the Participant wants to participate in the demand response program.

Participant Settings Screen

The screen contains a Participant Settings area, where new entries and updates are made, and a Participant List table, where all Participants belonging to the Aggregator are listed. The last line of the Participant List table also shows the total Capacity for all Participants, and the total Capacity of only the Enabled Participants.

  • To Edit an existing Participant record, click on the Edit Icon at the right of the Participant's name in the list table. The Participant information will be copied to the main settings area for editing. No changes can be made within the list table itself. Make changes in the Participant Settings area and select the Apply button for the changes to take place.
  • To Delete an existing Participant record, click on the Delete Icon at the right of the Participant's name in the list table. You will be asked to confirm you request.
  • To Create a new Participant record, press the Clear button then enter the new information. Press the Apply button for the information to be accepted and stored. You will only be allowed to add new Participants up to the limit of your Aggregator Manager license.
Participant Settings Data Fields:

Enable / Disable: This button is used to Enable or Disable all alerts for this Participant. Only Enabled Participants will receive automated email alerts, regardless of the other settings.

Company: The name of the Participant company or organization that is participating in the demand response program.

Contact Name: The individual name (or position) within the Participant company that is to receive email alerts and be contacted by the Aggregator to confirm their demand response action.

Email: Email address of the person or position that is to receive email alerts. Only valid email addresses should be entered and the administrator should click on the Verify link to verify the address (using a short email message) prior to relying on the alert agent. Multiple email addresses are permitted, by separating individual addresses with a comma (i.e. john@company.com,suan@company.com).

Energy Strike Price: The Strike Price ($/MWh) that the forecast energy price must equal or exceed for the agent to generate an alert.

Predispatch Hours:The alert agent may monitor the Energy prices for any one of the next four hours beyond the current dispatch hour. While most Demand Response programs look for a price in the 3rd Predispatch Hour, the Participant may still be interested in receiving alerts for other hours if for advance notice, or if they are capable of responding to shorter notices.

Phone / Info: Contact information on how to reach the Participant is to be entered here. This information is included in the Aggregator Report email so the administrator can quickly contact all alerted Participants to confirm their commitment quantities.

DR Capacity (KW): This is the maximum registered Demand Response Capacity (in KW) that each Participant may be willing to temporarily shed load in response to high energy prices. The actual amount that the Participant Commits to for a specific alert may vary.

Days of Week to Monitor: Participants will only be alerted for those Predispatch hours that occur within the selected days. Alerts will not be generated for unchecked days even if the Predispatch price exceeds the Participant's strike price during those days.

From Hour to Hour: The range of Predispatch hours that the agent will monitor for the Participant. No alerts will be generated for the Participant when outside of this hour range. All hours are in Eastern Standard Time (EST), where Hour 1 is 12:00AM–1:00 AM EST, and Hour 24 is 11:00PM–12:00AM EST.


Participant Commitments Screen

The Participant Commitments Screen is used by the Aggregator operator for entering the quantity of Energy that each alerted Participant is willing to reduce (or add generation) in response to high energy prices. The screen consists of three areas:

  1. Latest forecast energy prices for the current day and next day (when available). Historical prices for the current day are in black, while the forecast prices are in blue. The forecast prices are revised hourly, so a specific hour's price will be updated many times and may be different than the original price when the alert was generated.
  2. Participant Commitments area where individual commitment quantities (KW) can be entered for any Participants who have been alerted. While this area also shows most of the information for a Participant, all but the DR Commitment fields are view only.
  3. Current Alerts list that shows all alerts for the current day, along with the total KW of both Capacity and Committed energy for each alert hour.
Commitments Screen

To enter the quantity of Committed Energy, select the Edit icon first to copy the Participant information into the Commitments Area. The hour which the alert applies will also be high-lighted in the top energy prices area. While each Participant can receive alerts for multiple Predispatch hours (1 through 4), only those Predispatch hours selected in the Aggregator Settings section (Report/Commitment PD Hours) will be included in the list.

Participant Commitment Data Fields:

Company: (View Only) The name of the Participant company or organization that is participating in the demand response program.

Enabled: (View Only) Indicates the current state of the Participant. Only Enabled Participants can receive alerts, however the Participant can be disabled after the Alert has been sent.

Contact Name: (View Only) The individual name (or position) within the Participant company that is to receive email alerts and be contacted by the Aggregator to confirm their demand response action.

Alert Hour: (View Only) The Date and Hour (EST) of the forecasted hour the exceeds the Participant's Strike Price.

Predispatch Hour: (View Only) The number of hours (1, 2, 3 or 4) past the current dispatch hour that the alert applies. Common Demand Response Programs use the 3rd Predispatch Hour.

Email: (View Only) Email address of the person or position that is to receive email alerts.

Company: (View Only) The IESO forecast price for energy ($/MWh) for the Alert Hour, as determine in the Predispatch Hour.

DR Capacity (KW): (View Only) This is the maximum registered Demand Response Capacity (in KW) that each Participant may be willing to temporarily shed load in response to high energy prices. The actual amount that the Participant Commits to for a specific alert may vary.

Energy Strike Price: (View Only) The Strike Price ($/MWh) that the forecast energy price must equal or exceed for the agent to generate an alert.

DR Commitment (KW): The amount of Energy which the Participant has committed to reducing load (or adding generation) for this specific Alert.

Phone / Info: (View Only) Contact information on how to reach the Participant is to be entered here. This information is included in the Aggregator Report email so the administrator can quickly contact all alerted Participants to confirm their commitment quantities.


Alert History Screen

The Alert History screen lists all Alerts sent to the Participants, sorted by the Participant name and with the newest alerts at the top. By default, only alerts within the last 2 days are shown, however, you may view additional days by selecting the 2, 7 or 14 Day radio button at the top of the list. While the Aggregator may select specific Predispatch Hours to be included in the Aggregator Report and Commitments screen, this screen will show all alerts that have been sent to the Participant based on it's settings.

Alert History Screen

Alert History Table Fields:

Company   The name of the Participant company or organization that is participating in the demand response program.

Contact Email   Email address of the person or position that received the email alerts.

Alert Timestamp   Date and Time of the Alert (recognizes daylight savings time).

Date - Hour - PD   The Date, Hour (1-24) and Predispatch (look-ahead hours) of the forecast energy price which the alert was based on.

Strike $   The Energy Strike Price requested by the Participant. Forecast prices must meet or exceed this value for an alert to be generated.

Frct $   The forecasted (predispatch) price for energy at the time of the alert. The forecast is updated every hour, so subsequent hours will likely have a different forecast for this hour.

HOEP $   The Hourly Ontario Energy Price. This is the historical price for energy and will only be included in the list after the alert hour has past.

Commit:   The amount of Energy which the Participant has committed to reducing load (or adding generation) for the Alert.

Status   The status of the alert email message, determined by the Alert Agent as such:

  • NEW - Alert Hour detected, but the alert email has yet to be sent to the Participant.
  • SENT - Email has been sent to Participant. This does not guarantee the Participant received the message.
  • FAIL - Email was not rejected by local email system and never delivered to the participant.


Alert Engine

The Alert Engine is a batch process that runs on the Sygration server shortly after receiving new forecast data from the IESO. The engine executes a three-step process that identifies and sends email alerts to the individual Participants and their Aggregators:

  1. Execute the Alert Detection Rules and store new alerts in the Database as status NEW
  2. Group all alerts by each Participant and generate a message for each Participant that identifies the one or more hours that qualified for the alert. The message is passed to the mail server and the status returned by that server is used to update the alert message (to SENT or FAIL).
  3. Collect all alerts for Participants that belong to the Aggregator, and generate a single message that groups the alerts by the separate Predispatch Hours which the Aggregator has chosen to receive. The message is passed to the mail server.

Alert Engine logic used in the determination of Alerts:

  • The new Predispatch data must have arrived within the current hour (the engine will not evaluate data from the previous hour)
  • Aggregator License must be current (the current date must be beyond the expiry date)
  • Aggregator Master Enable must be Active
  • The Participant must be Enabled
  • The Predispatch Hour's energy forecast price ($/MWH) must be equal or greater than the Participant's Strike Price
  • The Predispatch Hour offset from the current hour (i.e. 1 - 4) must be one of the selected hours for the Participant
  • The Predispatch Hour must fall within the range of hours set for the Participant (i.e. from Hour 7 - Hour 20)
  • The Predispatch Hour must fall within the Day of the Week set for the Participant (i.e Mon Tue Wed Thu Fri)


Alert Email Sample:


An Alert Email is sent to the Participant when the forecast energy price equals or exceeds the threshold price set in the Participant Settings screen. The email is unique to each Participant, and identifies the Predispatch hour(s) that exceed the settings. It also includes the message addendum that the Aggregator has provided in the Aggregator Settings screen.

Aggregator Participant Alert Sample

Aggregator Alert Email Sample


The Aggregator Report is a summary email that lists all Participants that have received an Alert for the current hour. The report is sent only to the Aggregator email contact that is specified in the Aggregator Settings page, and only for the Predispatch Hours that the Aggregator is interested in. The report includes the participant contact information to allow the Aggregator to quickly contact the participants for establishing their committed quantities.

Aggregator Report Sample

Terms & Conditions


BY USING THE SYGRATION DEMAND RESPONSE AGGREGATOR MANAGER SERVICE YOU AGREE TO THE FOLLOWING TERMS:

THE SERVICE IS LICENSED TO INDIVIDUAL ORGANIZATIONS FOR USE BY THAT ORGANIZATION'S STAFF AND ARE NOT TO BE ACCESSED BY OTHER ORGANIZATIONS OR INDIVIDUALS THAT ARE OUTSIDE OF THE CONTROL OF THAT LICENSED ORGANIZATION. ALL SOFTWARE IS COPYRIGHT PROTECTED BY SYGRATION. YOU MAY NOT REVERSE ENGINEER, DECOMPILE, DISASSEMBLE, OR CREATE DERIVATIVE WORKS BASED ON THE SOFTWARE OR PART THEREOF.

SYGRATION IS ENTIRELY DEPENDENT ON OUTSIDE SOURCES FOR THE SUPPLY OF MARKET DATA, AND PUBLIC INTERNET PROVIDERS FOR THE TRANSMISSION OF EMAIL ALERTS, AND CANNOT BE RESPONSIBLE FOR THE CONTENT OR TIMELINESS OF DATA PROVIDED THROUGH THIS SERVICE. THE INFORMATION PRESENTED IS PROVIDED "AS IS," "WITH ALL FAULTS" AND "AS AVAILABLE," AND THE ENTIRE RISK AS TO SATISFACTORY QUALITY, PERFORMANCE, ACCURACY, AND EFFORT IS WITH YOU. SYGRATION DISCLAIMS ANY AND ALL WARRANTIES, EXPRESS, STATUTORY AND IMPLIED, INCLUDING WITHOUT LIMITATION (1) WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE, WORKMANLIKE EFFORT, ACCURACY, TITLE, NO ENCUMBRANCES, NO LIENS AND NON-INFRINGEMENT, (2) WARRANTIES OF ACCURACY REGARDING THE DATA, REPORTS AND INFORMATION PROVIDED WITHIN, (3) WARRANTIES ARISING THROUGH COURSE OF DEALING OR USAGE OF TRADE, AND (4) WARRANTIES THAT ACCESS TO OR USE OF THE SERVICE WILL BE UNINTERRUPTED OR ERROR-FREE. THERE ARE NO WARRANTIES THAT EXTEND BEYOND THE FACE OF THIS AGREEMENT. SYGRATION MAY CHANGE THE SERVICE OR THE FEATURES IN ANY WAY, AND AT ANY TIME AND FOR ANY REASON.

IN NO EVENT SHALL SYGRATION BE LIABLE FOR ANY DIRECT, INDIRECT, CONSEQUENTIAL, SPECIAL, INCIDENTAL, OR PUNITIVE DAMAGES ARISING OUT OF, BASED ON, OR RESULTING FROM YOUR USE OF THE SERVICE, INCLUDING, WITHOUT LIMITATION, DAMAGES FOR LOSS OF USE, DATA OR PROFITS, WITH THE DELAY INABILITY TO USE THE SERVICE, THE PROVISION OF OR FAILURE TO PROVIDE SUPPORT SERVICES, OR FOR ANY INFORMATION, SOFTWARE, PRODUCTS, OR SERVICES OBTAINED THROUGH THE SERVICE, OR OTHERWISE ARISING OUT OF THE USE OF THE SERVICE, WHETHER BASED ON CONTRACT, TORT, NEGLIGENCE, STRICT LIABILITY OR OTHERWISE, EVEN IF SYGRATION OR ANY OF ITS SUPPLIERS HAS BEEN ADVISED OF THE POSSIBILITY OF DAMAGES.

COPYRIGHT © 2006 SYGRATION. ALL RIGHTS RESERVED.