ISO/IEC 15067-3:2024
(Main)Information technology — Home Electronic System (HES) application model — Part 3: Model of an energy management system for HES
Information technology — Home Electronic System (HES) application model — Part 3: Model of an energy management system for HES
This document focuses on a model of a system in homes and buildings that can manage energy consumption and generation of electricity by devices on premises dynamically in response to electricity availability from: sources within the home or building such as solar panels, wind turbines, or storage (stationary or mobile), neighbourhood microgrids, transactive energy, energy aggregators, and public utilities. This document specifies a model including a framework and methods for energy management consisting of interconnected elements that can be configured to support various methods for a Home Electronic System (HES) energy management system. The methods specified are intended to be generic and representative of a wide range of situations. This document applies to the customer grid-edge portion of the electricity grid (within a home or building) and applies even if the consumer has sufficient local power generation to operate without connecting to a public utility. This document includes an energy management model that balances power supplied from internal and external sources with demand from appliances and electric vehicle chargers. The model offers flexibility for locating the energy management equipment in a stand-alone product, embedded in consumer electronics, or hosted in a gateway. This gateway can be a generic communications interface between a home network and an external network, an energy management gateway designed for handling energy-related data, or the HES gateway specified in the ISO/IEC 15045 series. This model specifies a local controller that achieves the allocation of power in accordance with available supplies, consumer preferences for appliance operation, and power requirements of these appliances within constraints set by the consumer. Such constraints are typically financial (a budget for electricity) but can also include goals such as using green sources and minimizing their impact on climate change. This controller is called the energy management agent (EMA) since it acts as an agent for the consumer. This model accommodates an EMA with technology of artificial intelligence to facilitate energy management. This second edition cancels and replaces the first edition published in 2012. This edition constitutes a technical revision. This edition includes the following significant technical changes with respect to the previous edition: a) This edition revises ISO/IEC 15067-3:2012 by expanding beyond demand response to include a balance between multiple sources of power and appliance demands for this power. b) This edition specifies a system framework that addresses the need for user-centric energy management by providing control options for consumers.
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ISO/IEC 15067-3
Edition 2.0 2024-09
INTERNATIONAL
STANDARD
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Information technology – Home Electronic System (HES) application model –
Part 3: Model of an energy management system for HES
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ISO/IEC 15067-3
Edition 2.0 2024-09
INTERNATIONAL
STANDARD
colour
inside
Information technology – Home Electronic System (HES) application model –
Part 3: Model of an energy management system for HES
INTERNATIONAL
ELECTROTECHNICAL
COMMISSION
ICS 35.200 ISBN 978-2-8322-9658-5
– 2 – ISO/IEC 15067-3:2024
© ISO/IEC 2024
CONTENTS
FOREWORD . 4
INTRODUCTION . 6
1 Scope . 8
2 Normative references . 8
3 Terms, definitions and abbreviated terms . 9
3.1 Terms and definitions . 9
3.2 Abbreviated terms . 12
4 Conformance . 12
5 HES framework for energy management . 13
5.1 HES energy management elements and model . 13
5.2 HES energy management protected environment . 16
5.3 HES energy management agent (EMA) . 16
5.4 Electrical energy measurement system (EEMS) . 16
5.5 EMA and EEMS functionality . 17
5.6 Location of an EMA . 17
6 Energy management methods for the EMA . 17
6.1 Range of methods . 17
6.2 Consumer-centric energy management . 18
6.2.1 Framework for consumer-centric energy management . 18
6.2.2 Energy management agent (EMA) parameters . 19
6.2.3 EMA functions . 20
6.2.4 EMA control of appliances and PER . 21
6.2.5 EMA protection of privacy . 22
6.2.6 EMA and gateway . 22
6.2.7 EMA and transactive energy . 23
6.2.8 EMA benefits . 23
6.2.9 Additional EMA services . 25
6.3 Accommodating legacy energy management . 25
6.3.1 Utility-centric energy management . 25
6.3.2 Local load control . 26
6.3.3 Direct load control . 26
6.3.4 Prices-to-devices . 27
7 HES energy management use-case models and messages . 28
7.1 Introduction to energy management use-case models and messages . 28
7.2 Logical and physical models for utility-centric HES energy management . 29
7.2.1 Structure of utility-centric management models . 29
7.2.2 Case 1: local control . 29
7.2.3 Case 2: direct control without supervision . 30
7.2.4 Case 3: direct control with supervision . 31
7.2.5 Case 4: utility telemetry services . 32
7.3 Logical and physical models for consumer-centric HES energy management . 33
7.3.1 Structure of consumer-centric management models . 33
7.3.2 EMA information flows . 34
7.4 Messages for HES energy management . 36
7.4.1 Overview of HES energy management messages . 36
7.4.2 HES message list . 36
© ISO/IEC 2024
Annex A (informative) Building energy management . 40
Annex B (informative) Premises equipment for grid energy management . 42
B.1 On-premises equipment . 42
B.2 Demand response – hours . 42
B.3 Demand response – minutes . 42
B.4 Demand response – seconds . 43
B.5 Demand response – milliseconds . 43
Annex C (informative) Demand-side management . 44
C.1 Demand-side management overview . 44
C.2 Demand-side management incentives . 44
C.3 Peak clipping . 44
C.4 Demand response . 45
C.4.1 Demand response via direct load control . 45
C.4.2 Time-of-use pricing . 45
C.4.3 Real-time pricing . 46
C.4.4 Demand response via distributed load control . 46
C.4.5 Demand response and customer privacy . 46
Annex D (informative) Value-added services . 47
Bibliography . 48
Figure 1 – HES energy management framework model . 14
Figure 2 – HES energy management architecture . 18
Figure 3 – Energy management agent (EMA) inputs and outputs . 19
Figure 4 – Simple consumer choices . 24
Figure 5 – Direct load control . 27
Figure 6 – Price-to-devices . 28
Figure 7 – Case 1: local control, physical model . 29
Figure 8 – Case 1: local control, logical model . 29
Figure 9 – Case 2: direct control, physical model . 30
Figure 10 – Case 2: direct control, logical model . 30
Figure 11 – Case 3: direct control with supervision, physical model . 31
Figure 12 – Case 3: direct control with supervision, logical model . 31
Figure 13 – Case 4: utility telemetry services, physical model . 32
Figure 14 – Case 4: utility telemetry services, logical model . 33
Figure 15 – Customer-centric HES energy management, physical model . 34
Figure 16 – Customer-centric HES energy management, logical model . 34
Figure A.1 – Example of building energy management . 41
– 4 – ISO/IEC 15067-3:2024
© ISO/IEC 2024
INFORMATION TECHNOLOGY –
HOME ELECTRONIC SYSTEM (HES) APPLICATION MODEL –
Part 3: Model of an energy management system for HES
FOREWORD
1) ISO (the International Organization for Standardization) and IEC (the International Electrotechnical Commission)
form the specialized system for worldwide standardization. National bodies that are members of ISO or IEC
participate in the development of International Standards through technical committees established by the
respective organization to deal with particular fields of technical activity. ISO and IEC technical committees
collaborate in fields of mutual interest. Other international organizations, governmental and non-governmental,
in liaison with ISO and IEC, also take part in the work.
2) The formal decisions or agreements of IEC and ISO on technical matters express, as nearly as possible, an
international consensus of opinion on the relevant subjects since each technical committee has representation
from all interested IEC and ISO National bodies.
3) IEC and ISO documents have the form of recommendations for international use and are accepted by IEC and
ISO National bodies in that sense. While all reasonable efforts are made to ensure that the technical content of
IEC and ISO documents is accurate, IEC and ISO cannot be held responsible for the way in which they are used
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4) In order to promote international uniformity, IEC and ISO National bodies undertake to apply IEC and ISO
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8) Attention is drawn to the Normative references cited in this document. Use of the referenced publications is
indispensable for the correct application of this document.
9) IEC and ISO draw attention to the possibility that the implementation of this document may involve the use of (a)
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may not represent the latest information, which may be obtained from the patent database available at
https://patents.iec.ch and www.iso.org/patents. IEC and ISO shall not be held responsible for identifying any or
all such patent rights.
ISO/IEC 15067-3 has been prepared by subcommittee 25: Interconnection of information
technology equipment, of ISO/IEC joint technical committee 1: Information technology. It is an
International Standard.
This second edition cancels and replaces the first edition published in 2012. This edition
constitutes a technical revision.
This edition includes the following significant technical changes with respect to the previous
edition:
a) This edition revises ISO/IEC 15067-3:2012 by expanding beyond demand response to
include a balance between multiple sources of power and appliance demands for this power.
b) This edition specifies a system framework that addresses the need for user-centric energy
management by providing control options for consumers.
© ISO/IEC 2024
The text of this International Standard is based on the following documents:
Draft Report on voting
JTC1-SC25/3201/CDV JTC1-SC25/3254/RVC
Full information on the voting for its approval can be found in the report on voting indicated in
the above table.
The language used for the development of this International Standard is English.
This document was drafted in accordance with ISO/IEC Directives, Part 2, and developed in
accordance with ISO/IEC Directives, Part 1, and the ISO/IEC Directives, JTC 1 Supplement
available at www.iec.ch/members_experts/refdocs and www.iso.org/directives.
A list of all parts of 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.
IMPORTANT – The "colour inside" logo on the cover page of this document 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.
– 6 – ISO/IEC 15067-3:2024
© ISO/IEC 2024
INTRODUCTION
Throughout most of the twentieth century, public policy and regulations encouraged utilities to
expand the supply of electric power. This expansion of electricity systems world-wide has been
a major achievement. However, technology developments and plans to mitigate climate change
are having profound effects on the utility industry. Standards are being developed to provide an
orderly transition for adapting to these changes.
Electricity generation is gradually shifting to the edge of the grid with local power generated
from wind and solar at homes, buildings, and community sites. This is similar to the morphing
of the central-office telephone-switching network to edge computing in our PCs, laptops, and
smart phones for accessing Internet services such as Voice over IP (VoIP: telephone calls using
the Internet), text messages, and email. These shifts in the power grid are motivated by
technology changes and public demands to ensure that the essential role of electricity continues
but from a diversity of sources that are
– more reliable,
– resilient to climate change,
– less polluting, and
– more affordable than depending on a single utility.
Public policy encouraging the expansion of electric power systems produced a world-wide
proliferation of electricity generation and power grids including transmission and distribution
lines. It was not until the late 1980s that policy makers in some developed nations started to
worry about whether the supply of electricity would be able to continue increasing indefinitely
to meet the demand anticipated primarily from industrial growth. Some regulators mandated
integrated resource planning, where utilities were ordered to consider both supply and demand
when preparing budgets to justify tariffs. The utility industry responded by offering programmes
to manage customer demand for power called "demand-side management."
The introduction of local power generation from wind and solar is adding impetus to demand-
side management because the power generated by wind turbines and solar-voltaic cells can
fluctuate quickly with changing weather and the availability of sunlight. Local power sources
including solar, wind, and storage are collectively called "distributed energy resources" (DER).
Traditional demand-side management has been a centralized command-and-control system
usually operated by a utility.
Adoption of demand-side management programmes varies widely by nation and by utility. The
term "demand response" has been applied to customer equipment that responds to control
signals by changing power consumption, called the "demand" for electricity. Typically, these
signals are sent by a public utility for direct control of water heaters or air conditioners.
ISO/IEC 15067-3:2012 redefined the concept of demand response (DR) to include indirect
incentives such as price changes or event notices that motivate customers to control demand
locally by altering appliance usage. This reflected the transformation of demand response from
utility-focused to consumer-focused. This document revises ISO/IEC 15067-3:2012 by
expanding beyond demand response to include a balance between multiple sources of power
and appliance demands for this power. Hence, this document addresses consumer energy
management more generally, rather than just demand response. For this reason, "demand-
response" has been removed from the title to de-emphasize a focus on demand for power
supplied mostly from a public utility. This is part of a family of Home Electronic System (HES)
standards addressing energy management, listed in the Bibliography.
This document focuses on energy management controlled by consumers. Effective energy
management is tailored to user wishes and equipment that is responsive to fluctuating supplies.
It provides performance and cost benefits without mandates and penalties. The growth of local
power sources requires effective energy management equipment that is responsive to and
managed by consumers, as specified in this and related documents.
© ISO/IEC 2024
This document specifies a system framework that addresses the need for user-centric energy
management. This framework accommodates optimization of energy management across
connected loads to balance consumer goals and constraints. It accommodates a diversity of
internal and external power sources and was developed as options are proliferating for local
DER equipment. This framework consists of a system model for equipment in homes and
buildings that enables consumers to manage their usage of electricity in accordance with
– their activities requiring power for appliances, lights, electric vehicles, etc.;
– their budget; and
– other preferences related to power such as
• using green sources, and
• minimizing their environmental impact affecting climate change.
As the energy industry evolves, energy management will be enabled by on-premises control of
power usage in response to fluctuations in power availability and cost from all sources,
especially local sources on premises or in the neighbourhood. Energy management equipment
(hardware and software) will be part of consumer electronics products from competitive
suppliers rather than exclusively furnished for a utility programme. The goal of this document
and related standards is to facilitate a marketplace where consumers have product choices for
energy management.
The model in this document includes consumer equipment for energy management that is
primarily located in homes and buildings. It consists of a system that
– interacts with occupants to determine user preferences for appliance operation, costs, and
other factors influencing the consumer's use of energy, such as possible contributions to
climate change;
– monitors power source availability and costs that are:
• local (DER within the premises),
• external (from a neighbourhood microgrid, transactive energy, an aggregator, or a public
utility);
– maintains a database of power needs for appliances (including electric vehicle chargers) as
a function of operating modes;
– measures power flows from local sources, storage, and appliance consumption for system
performance and stability; and
– determines optimal power sourcing and allocation.
The energy management model specified in this document includes a controller that acts as an
agent for the consumer to combine user preferences with power availability and power needs
to meet the consumer's goals. Among these goals are convenience, comfort, health, and safety
within budget constraints. Since this system controller is acting as an agent for the consumer,
it is called the energy management agent (EMA). This model accommodates an EMA with
features of artificial intelligence to facilitate energy management.
The EMA determines power allocation in part based on distributed energy measurement devices
on premises. The system equipment can be stand alone, embedded in other consumer
electronics, or hosted as an application in a gateway. This gateway can be a generic
communications interface between a home network and an external network, an energy
management gateway designed for handling energy-related data, or the HES gateway specified
in the ISO/IEC 15045 series.
– 8 – ISO/IEC 15067-3:2024
© ISO/IEC 2024
INFORMATION TECHNOLOGY –
HOME ELECTRONIC SYSTEM (HES) APPLICATION MODEL –
Part 3: Model of an energy management system for HES
1 Scope
This part of ISO/IEC 15067 focuses on a model of a system in homes and buildings that can
manage energy consumption and generation of electricity by devices on premises dynamically
in response to electricity availability from:
– sources within the home or building such as solar panels, wind turbines, or storage
(stationary or mobile),
– neighbourhood microgrids,
– transactive energy,
– energy aggregators, and
– public utilities.
This document specifies a model including a framework and methods for energy management
consisting of interconnected elements that can be configured to support various methods for a
Home Electronic System (HES) energy management system. The methods specified are
intended to be generic and representative of a wide range of situations. This document applies
to the customer grid-edge portion of the electricity grid (within a home or building) and applies
even if the consumer has sufficient local power generation to operate without connecting to a
public utility.
This document includes an energy management model that balances power supplied from
internal and external sources with demand from appliances and electric vehicle chargers. The
model offers flexibility for locating the energy management equipment in a stand-alone product,
embedded in consumer electronics, or hosted in a gateway. This gateway can be a generic
communications interface between a home network and an external network, an energy
management gateway designed for handling energy-related data, or the HES gateway specified
in the ISO/IEC 15045 series.
This model specifies a local controller that achieves the allocation of power in accordance with
available supplies, consumer preferences for appliance operation, and power requirements of
these appliances within constraints set by the consumer. Such constraints are typically financial
(a budget for electricity) but can also include goals such as using green sources and minimizing
their impact on climate change. This controller is called the energy management agent (EMA)
since it acts as an agent for the consumer. This model accommodates an EMA with technology
of artificial intelligence to facilitate energy management.
2 Normative references
The following documents are referred to in the text in such a way that some or all of their content
constitutes requirements of this document. For dated references, only the edition cited applies.
For undated references, the latest edition of the referenced document (including any
amendments) applies.
ISO/IEC 10192-3:2017, Information technology – Home Electronic System (HES) interfaces –
Part 3: Modular communications interface for energy management
© ISO/IEC 2024
ISO/IEC 14543-2-1, Information technology – Home Electronic System (HES) architecture –
Part 2-1: Introduction and device modularity
ISO/IEC 15045 (all parts), Information technology – Home Electronic System (HES) gateway
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 terminology databases for use in standardization at the following
addresses:
• IEC Electropedia: available at https://www.electropedia.org/
• ISO Online browsing platform: available at https://www.iso.org/obp
3.1.1
application cluster
logically related group of components that provides the functions of an application in a home or
building
3.1.2
demand charge
total amount billed for demand in accordance with the relevant conditions of the tariff or supply
agreement
Note 1 to entry: A demand charge for electricity is typically based on the peak power consumed during a specified
interval of time, subject to a time-smoothing algorithm.
[SOURCE IEC 60050-691:1973, 691-03-05, modified – Note 1 to entry has been added.]
3.1.3
demand response
action resulting from management of the electricity demand in response to supply conditions
Note 1 to entry: "Demand response" includes a variety of methods for matching the demand for electricity to the
available supply.
[SOURCE IEC 60050-617:2011, 617-04-16, modified – Note 1 to entry has been added.]
3.1.4
direct load control
demand response via remote control of one or more appliances by a utility or third-party service
provider
Note 1 to entry: With direct control the utility uses a communications network or other signalling method (e.g. a
signal embedded in the power service line) to control appliance operation remotely.
3.1.5
disaggregated bill
utility bill that shows energy consumption by major appliances
3.1.6
distributed load control
demand response based on dynamic price for electricity, event notices, or other information
sent from the utility to smart appliances or to an energy management agent
– 10 – ISO/IEC 15067-3:2024
© ISO/IEC 2024
3.1.7
DR supplier
utility or third-party supplier of demand response energy management services
3.1.8
electricity grid
electricity supply network
3.1.9
energy management agent
set of control functions that manage energy use, generation, and storage as an agent for the
occupants
3.1.10
energy management gateway
residential gateway facilitating energy management agent services
3.1.11
energy reliability
enhanced availability of energy enabled for example by business and technical procedures
3.1.12
HAN device
device located in the home that can communicate via a home area network (HAN) wirelessly or
via wires
Note 1 to entry: HAN is defined in ISO/IEC 15045-1. A wired HAN can use cabling specified in ISO/IEC 11801-4.
3.1.13
HES gateway
electronic device that transfers messages among wide area networks (WANs) and home area
networks (HANs) providing interoperability, privacy, security, and safety in accordance with the
requirements of the ISO/IEC 15045 series and the ISO/IEC 18012 series
Note 1 to entry: For an HES gateway, a WAN is a network outside the protected area and a HAN is a network within
the protected area.
3.1.14
local load control
demand response via publication of time-of-use electricity rates
Note 1 to entry: With local load control the utility typically informs customers of the electricity rates by a notice sent
with the electricity bill or via simple electrical signalling to a user interface such as various coloured lamps at the
customer premises and does not directly control appliances. The customer would be able to use these rate data to
select the times for an appliance to operate.
Note 2 to entry: In some implementations the utility sends a signal across the grid to a receiver at the premises that
switches device operation between at least two different states in accordance with the electricity tariff.
3.1.15
major appliance
household device using large amounts of energy compared to other appliances
Note 1 to entry: Examples include an oven, microwave, refrigerator, cooking range, washing machine, and dryer,
which are also called "white goods". Most of the appliances listed use relatively large amounts of power when
operating in some modes. Therefore, these appliances are candidates for energy management.
Note 2 to entry: "White goods" is a term used in the appliance industry for major appliances because many such
products are sold in white cabinets.
© ISO/IEC 2024
3.1.16
premises energy resources
PER
distributed energy resources located on premises
3.1.17
residential gateway
communications function that interconnects two or more networks using different
communication protocols, with at least one network outside the premises and one or more
networks inside the premises
3.1.18
smart appliance
home appliance that exchanges command and control data with other units on a home area
network (HAN)
Note 1 to entry: Depending on the application, smart appliances can communicate via the HAN with other
appliances, with an application controller, or with a utility for energy management. Smart appliance specifications
are under development by appliance manufacturers and trade associations.
3.1.19
smart grid
electric power system that utilizes information exchange and control technologies, distributed
computing and associated sensors and actuators, for purposes such as:
- to integrate the behaviour and actions of the network users and other stakeholders,
- to efficiently deliver sustainable, economic and secure electricity supplies
Note 1 to entry: Some smart grids integrate into the electric grid excess power generated locally from sun and wind-
driven devices.
Note 2 to entry: Technically, a grid is a network. However, in common usage the term "smart grid" refers to the
entire energy system, which includes generation, transmission, distribution, and customer systems.
[SOURCE: IEC 60050-617:2011, 617-04-13, modified – The notes to entry have been added.]
3.1.20
supply indication
static or dynamic signal or message related to electricity supply
3.1.21
transactive energy
system of economic and control mechanisms that allows the dynamic balance of supply and
demand across the entire electrical infrastructure using value as a key operational parameter
[SOURCE: ISO/IEC TR 15067-3-8:2020, 3.28]
3.1.22
value-added services
optional services that can be related to energy offered by a utility, possibly for a fee
– 12 – ISO/IEC 15067-3:2024
© ISO/IEC 2024
3.2 Abbreviated terms
CFL compact fluorescent lamp
DER distributed energy resources
DR demand response
DRAM Demand Response and Advanced Metering Coalition
DSL digital subscriber line
DSM demand-side management
EEMS electrical energy measurement system
EMA energy management agent
EPRI Electric Power Research Institute
EV electric vehicle
FC fuel cell
FM frequency modulation
HAN home area network
HES Home Electronic System
HVAC heating, ventilation and air-conditioning
IoT Internet of Things
LED light emitting diode
PER premises energy resources
PV photo-voltaic
RTP real-time pricing
SB stationary battery
TOU time-of-use
UPS uninterruptible power supply
WAN wide area network
4 Conformance
This document specifies a framework including a model, principles and methods for premises-
based energy management that constitute an HES energy management system.
The framework for an HES energy management system specified in Clause 5 shall be
implemented to support one or more of the methods for energy management specified in
Clause 6. The chosen methods shall be based on one or more energy management use-case
models in 7.2 and 7.3. Message exchanges among elements of the HES energy management
model shall be based on the generic messages specified in 7.4. Message set formats (syntax
and semantics) for energy management are specified in other HES standards such as the
ISO/IEC 14543-3, ISO/IEC 14543-4 and ISO/IEC 14543-5 series.
The elements of the HES energy management framework shall include an energy management
agent (EMA) specified in 5.3 and interfaces to some or all of the following equipment.
a) On-premises equipment:
1) energy sources such as solar and wind power;
2) energy storage (stationary or mobile);
3) appliances and electric vehicle charging stations;
4) HVAC equipment;
5) energy measurement devices.
© ISO/IEC 2024
b) Off-premises equipment:
1) energy service provider such as
i) microgrid,
ii) aggregator,
iii) power utility;
2) energy sources and storage at another home, building, or local facility.
These equipment interfaces enable the EMA to perform energy management for the user by
exchanging data such as pricing, quantity of energy available during a specified time interval,
and fuel type in order to determine how and when to control energy consumption.
NOTE 1 Which method of energy management is chosen is subject to local regulations and market conditions. In
some countries, approvals from government regulators are needed for the implementation of energy management
programmes such as demand response by public utilities.
NOTE 2 Access to energy sources and storage at another home or building enables users to engage in transactive
energy markets by sharing or selling excess power, which can be facilitated by the EMA.
5 HES framework for energy management
5.1 HES energy management elements and model
The framework for energy management supports premises-based energy generation, storage,
and consumption with options for exchanging energy with entities operating on an external grid.
The external grid provides access to microgrids, aggregators, energy service providers
including public utilities, and consumers offering to share or sell excess power through
transactive energy.
This document accommodates consumers who choose to operate with grid connection, with
limited grid connection or with no grid connection:
– islanded: no external grid connection, at least some of the time;
– prosumer: external grid connection to sell or buy power some of the time;
– consumer: external grid connection to buy power all the time.
The basis for choosing a grid connection depends on costs and consumer preferences
regarding generation fuels and greenhouse gas emissions. For example, grid power sources
can include fossil-fuel power generation plants, nuclear plants, wind turbines, hydro-electric
power plants, or solar power farms. On-premises power generation sources are usually solar
and wind powered.
According to IEC 60050-617:2017, 617-04-20, the term distributed energy resources (DER)
means "generators (with their auxiliaries, protection, and connection equipment), including
loads having a generating mode (such as electrical energy storage systems), connected to a
low-voltage or a medium-voltage network". Most common usage of the term DER implies locally
situated equipment. To add precision to the term DER and to avoid confusion, this document
introduces the term PER for premises-based energy resources including local power generation
and storage elements.
In this document power distribution on premises is carried by a "power bus", optionally
connected directly to an external grid. In some cases the power bus and the grid do not use the
same electrical parameters. For example, some power buses can carry DC power as generated
by solar panels and stored in batteries.
Efficient interaction of energy management in premises (homes and buildings) with the power
buses and PER requires a common model for
– the elements of an electrical power system,
– 14 – ISO/IEC 15067-3:2024
© ISO/IEC 2024
– measurement points to manage the energy flow within the premises, and
– the interfaces between premises control systems, power bus systems, and PER.
Figure 1 depicts a generalized, logical, on-premises energy management framework model that
shall be the basis for any implementation of an HES energy management system. It shows the
system architecture and interrelationship among the elements. When applying this model to a
specific home or building, the elements needed vary in accordance with the presence of devices
such as smart appliances, local power generation, local energy storage, and sensors.
NOTE The HES energy management model is similar to the model of a building energy management system
presented in Annex A.
Figure 1 – HES energy management framework model
© ISO/IEC 2024
Each element is identified by one of the following unique graphical shapes:
Power using elements that communicate via a HAN:
– communicating appliances or other loads
Power using non-communicating elements:
– non-communicating appliances or other loads
Power controlling and sensor elements:
– sensors, switching actuators
Power generating elements:
– solar PV, wind turbines, generators, fuel cells, other PER
Power storage elements:
– batteries, flywheels, electric vehicles, other PER elements
Power conditioning or power conversion device:
– inverters, chargers, power factor compensators, etc.
Utility elements – power exchange:
– utility meters, utility WANs, service entrance
Grid elements:
– generators (fossil fuel, nuclear, wind turbines, hydro-electric, solar power),
transmission, and distribution
Communication network elements:
– gateways, energy management agents (EMAs)
HAN data
Power
WAN data
The green arrows represent electrical power paths, and the red and brown arrows represent
communication paths. These paths can be two-way or one-way. The demarcation line is the
boundary between the HES domain and the external domain. The optional WAN is any external
access network (e.g. Internet access via fibre, cable, wireless, DSL, etc.). The optional utility-
supplied meter provides the grid connection and premises service entrance for electricity. The
grid communications network and home network do not usually use the same communications
protocol. As explained in 5.6, the EMA can be designed as a separate device or reside inside
consumer electronics or a gateway.
– 16 – ISO/IEC 15067-3:2024
© ISO/IEC 2024
5.2 HES energy management protected environment
To protect consumer privacy, the EMA shall provide for the disclosure of the minimal amount of
data in order to engage in a power transaction with grid entities. For example, a prosumer would
disclose the amount and time of energy available to the grid in order to participate in transactive
energy or in a programme where an energy service provider (typically a public utility) purchases
consumer power usually with net-metering or a feed-in tariff. There shall be no requirement for
the consumer to disclose details about locally-generated power that is consumed on premises.
However, energy data disclosure requirements can be subject to government regulations and
contractual obligations with energy service providers.
NOTE Messages and communication protocols within the HES domain are specified in various HES standards.
WAN communications are specified by other protocols including ISO and IEC standards.
5.3 HES energy management agent (EMA)
The HES energy management agent (EMA) is an electronic controller that assists the user to
manage energy. It is called an agent because it processes and executes the preferences of the
user regarding which appliances to operate and when, subject to constraints the user imposes,
such as limits on:
– expenditures for electricity;
– types of fuels and sources;
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