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A plain language reference to what a DERMS must do, organized the way utilities ask, with an honest status for how the RI DERMS meets each item today.
What a DERMS of record is
A Distributed Energy Resource Management System (DERMSDistributed Energy Resource Management System. Software that enrolls, monitors, dispatches, and settles distributed energy resources for a utility. Some DERMS focus on the grid side, others on customers, devices, and programs.) of record is the system that holds the authoritative record for a utility’s customer programs. That record covers the customer, premise, device, enrollment, consentThe customer authorization that lets a program control a device and use its data. A DERMS stores the signed document, its version, and a hash so it can be proven later., event, telemetryData a device reports about itself, such as power, temperature, state of charge, or mode. Its cadence and completeness drive what M&V methods are possible., and settlementCalculating what each participant, aggregator, or program delivered and what it is owed or owes for a period.. If two systems disagree about whether a thermostat was enrolled on a given day, or what a customer was paid for an event, the DERMS of recordThe DERMS that holds the authoritative record of customer, premise, device, enrollment, consent, event, telemetry, and settlement data. It reconciles daily with the CIS and can be exported in full at exit. is the one that is right, and it can show why.
Three things make it a system of recordThe one system whose copy of a record is authoritative when systems disagree. Other systems mirror it. and not just a dispatchThe command that tells a device or fleet to change output or load at a set time. It can be a single event, a schedule, or a setpoint. tool:
- It reconciles daily with the utility customer information system (CISCustomer Information System. The utility system that holds customer accounts, premises, rates, and billing. A DERMS reconciles enrollments against it, often daily.). Account closures, premise changes, and move outs flow in, and mismatches land in an exception report.
- It keeps the math. Raw interval dataMeter or device readings recorded at fixed intervals, commonly 15 minutes, 30 minutes, or one hour. Settlement and baselines are calculated from it., estimates, baselines, and every version of a settled figure are kept with who approved what and when.
- It can be exported in full at exit, with identifiers, timestamps, relationships, and calculation history intact.
It helps to contrast it with two other kinds of system:
- A grid edge DERMSA grid side DERMS that sits next to the ADMS, knows the feeder and substation model, and plans DER dispatch around network constraints. It often relies on another platform for customer and device operations. sits on the grid side. It is close to the advanced distribution management system (ADMSAdvanced Distribution Management System. The utility control room platform that combines distribution SCADA, outage management, and network analysis. A DERMS may take event requests from the ADMS or send it fleet status.), aware of feeders and switching, and speaks utility standards to field equipment. It sees power flow, not customer agreements.
- A virtual power plant (VPPVirtual Power Plant. A fleet of distributed energy resources that is dispatched together to act like a single power plant. A VPP can reduce load, shift load, or inject power at set times.) operator aggregates devices to sell capacity. It usually holds its own customers and reports results, but the utility does not hold the record.
A utility often has, or will have, a grid edge DERMS as well. The RI DERMS is built to sit above, below, or beside one. The right position depends on who operates day to day: program staff working with customers, or grid operators working with feeders. In every position, one system owns the customer and device record, and the other reads a mirror of it. The grid edge DERMS page covers each pattern in detail.
Text description
The RI DERMS is the operator pane and system of record. Program staff enroll, dispatch, and settle in the RI DERMS. Below it, the grid edge DERMS partner runs the standards side, such as OpenADR, IEEE 2030.5, and gateways to field equipment, and returns status and telemetry to the RI DERMS.
Text description
The grid edge DERMS is the operator pane, and grid operators dispatch from it. The RI DERMS sits below it and runs the residential and small commercial device fleet through original equipment manufacturer (OEM) clouds. It takes dispatch requests and returns acknowledgements and telemetry over the RI partner application programming interface (API), a REST interface. This pattern is common at large utilities that already run a grid edge DERMS.
Text description
Two platforms run side by side, each dispatching the resources it owns. The RI DERMS handles customer programs and device fleets, and the grid edge DERMS handles grid side assets. A shared registry mirror keeps both platforms working from the same list of enrolled resources and locational tags, so neither double counts capacity.
Pick your role
Each path is a reading list of 8 to 12 pages in order, with an estimated reading time.
For utility program managers who run enrollment, customer experience, incentives, and reporting, and want to know what a DERMS should handle for them day to day.
Grid operations 11 pages, about 49 minutesFor grid and control room operators who need to know how DERMS dispatch, locational groups, telemetry, and SCADA and ADMS connections work.
IT security and architecture 12 pages, about 48 minutesFor security reviewers and enterprise architects who need to assess where a DERMS runs, how it protects utility data, and what evidence backs each control.
Regulatory and rates 10 pages, about 44 minutesFor regulatory analysts and rate staff who need settlement, M&V, and filings that hold up in front of a commission.
Procurement and legal 10 pages, about 40 minutesFor procurement leads and contract counsel who write the RFP, run the evaluation, and negotiate data ownership, insurance, and exit terms.
Co-op and public power 10 pages, about 43 minutesFor cooperatives and public power utilities with small teams that need NISC integration, simple operations, and a path off an incumbent platform.
How RI deployments run today
The RI DERMS is live with five utilities, investor owned and cooperative, with pilots at other locations. It runs on a cloud native Amazon Web Services (AWSAmazon Web Services. The Amazon cloud platform. Applications hosted on it inherit many of its physical and infrastructure security controls.) serverlessA cloud design where the provider runs and scales the servers, and the application is built from managed functions and services. platform. At a cooperative utility, RI took over an incumbent thermostat and managed electric vehicle charging program with no customer re-enrollment and no missed events. The first On PremA deployment that runs in the utility data center rather than the vendor cloud. For a cloud native platform this can be done with AWS Outposts. deployment on AWS OutpostsAWS hardware installed in a customer data center that runs AWS services locally. It lets a cloud native application run On Prem. is in progress with a utility and its prime contractor. Requirements cited on this site come from recent public Requests for Proposal (RFPs) and show what utilities ask a DERMS to do.
How to read the status badges
Every “How the RI DERMS meets it” block carries one of seven status badges, defined below.
| Badge | What it means |
|---|---|
| Live | In production with at least one utility. |
| Live via partner | Delivered today through a named partner, gateway, or OEM integration. |
| In progress | Being built now, target quarter shown. |
| Roadmap | Planned, target quarter shown. |
| On request | Can be delivered, not productized, scoped per utility. |
| Inherited | The control or certification belongs to AWS or another provider and RI inherits it. |
| Device side | A requirement the device must meet and RI validates, not something the DERMS does. |
Badge text always appears with the color, so a status never depends on color alone, including in print.
Where to go next
- Platform: how the RI DERMS is built, deployed, and operated.
- Security and compliance: certifications, frameworks, and controls a security review asks about.
- Standards and protocols: the demand response, distributed energy resource (DERDistributed Energy Resource. A small energy resource connected to the distribution grid, such as a thermostat, battery, EV charger, water heater, or rooftop solar system. DERs can be dispatched individually or aggregated into a fleet.), electric vehicle (EVElectric Vehicle. A vehicle powered fully or partly by a battery charged from the grid.), supervisory control and data acquisition (SCADASupervisory Control and Data Acquisition. The real time monitoring and control system that utilities use for substations, feeders, and large assets. It typically speaks DNP3 or IEC 61850.), and market standards named in RFPs.
- DER types: each DER, with field notes and typical numbers.
- Programs and use cases: the program shapes recent RFPs defined.
- M&V and settlement: measurement and verification (M&VMeasurement and Verification. The methods used to estimate how much a resource actually delivered, by comparing what happened with what would have happened without the event.), baselines, calculation lineageThe traceable chain from raw data through quality checks, estimates, and formulas to a final settlement figure., settlement, and regulatory outputs.
- Integration: utility systems, OEMOriginal Equipment Manufacturer. The company that makes a device, such as a thermostat, battery, inverter, or vehicle. Most DERMS control runs through the OEM cloud API. clouds, grid edge DERMS, and exchange patterns.
- Procurement toolkit: a requirement checklist, Statement of Work (SOWStatement of Work. The contract document that defines deliverables, schedule, and responsibilities.) language, scorecards, and a demo script.
- Glossary: every acronym on the site, defined.