Method and Apparatus for Facilitating the Operation of an On-Site Energy Storage System to Co-Optimize Battery Dispatch

1. A method comprising: calculating site load curves indicating predicted site load of a customer at each of a plurality of periods of a day as a function of one or more of historical meter and billing data, in consideration of other existing on-site generation resources, and market or weather data, for each of one or more customers with on-site energy assets within a given portfolio aggregation; performing portfolio-level optimization as a function of the site load curves and a tariff library, the portfolio-level optimization configured to segment the site load curves in accordance with tariff periods and other site-level restrictions, and for each segment, calculate and output a power consumption maximum threshold; generating a set of site-level schedules, as a function of the portfolio-level optimization and one or more site restrictions, the set of site-level schedules configured to be provided to a gateway apparatus for facilitating the use of the on-site energy assets instead of grid-supplied electric consumption; and transmitting the site-level schedule to a gateway device; and causing, at a start time of a given segment, real-time or near real-time on-site asset control.

2. The method according to claim 1, wherein the on-site energy assets comprise energy storage resources and the site-level restrictions comprise instructions on battery charging and discharging.

3. The method according to claim 2, wherein the on-site asset control, further comprises: during a segment in which a customer's tariff or rate is less than a pre-defined threshold and site-level restrictions permit charging, causing the predicted site load to be satisfied via grid-supplied electric consumption and allowing charging of the energy storage resources to the extent that the predicted site load does not meet the scheduled maximum threshold.

4. The method according to claim 2, wherein the on-site asset control, further comprises: during a segment in which a customer's tariff or rate is less than a pre-defined threshold and site-level restrictions do not permit charging, causing the predicted site load to be satisfied via grid-supplied electric consumption and dis-allowing charging of the energy storage resources.

5. The method according to claim 2, wherein the on-site asset control, further comprises: during a segment in which a customer's tariff or rate is greater than a pre-defined threshold and the site-level restrictions do not permit charging, causing the predicted site load to be satisfied via grid-supplied electric consumption up to a scheduled maximum threshold and causing any remaining portion of the predicted site load to be satisfied via electricity generation of the on-site energy asset and preventing charging of the energy storage resources.

6. The method according to claim 2, wherein the on-site asset control, further comprises: preventing net export to the grid caused by electricity generation of the on-site energy asset, should that site restriction exist from utility, interconnection, or other regulations and requirements.

7. The method according to claim 2, wherein the energy storage resources comprise battery systems.

8. The method according to claim 1, further comprising: preventing net export to the grid caused by user of the on-site energy assets, should that site restriction exist from utility, interconnection, or other regulations and requirements.

9. The method according to claim 1, wherein the on-site energy assets comprise one or more of renewable or non-renewable fuel generators or turbines.

10. A method for performing fleet-level management for reducing grid-supplied energy consumption with a firm capacity reduction, the method comprising: receiving or accessing input data from a plurality of gateway apparatus, the plurality of gateway apparatus comprising at least a first gateway apparatus located at a first location, the first location being on-site of a grid-connected energy consumer and the second gateway apparatus located at a second location, the second location being on a different site of the grid-connected energy consumer or a different grid-connected energy consumer, each of the plurality of gateway apparatus configured to control an on-site energy asset, comprising at least an energy asset device, to control use of on-site energy instead of grid-supplied energy consumption; determining, as a function of the input data, a location of each grid-connected energy consumers at which to reduce grid-supplied energy consumption; determining an amount of a reduction of grid-supplied energy consumption, and further allocate a total reduction across the systems of each grid-connected energy consumer; transmitting a signal to each corresponding gateway device located at the determined location, the signal comprising data indicative of instructions for performing on-site energy dispatch.

11. The method according to claim 10, wherein the instructions are configured to override a previously supplied site-level schedule and increase on-site energy asset usage.

12. The method according to claim 10, further comprising: receiving a utility request, the utility request comprising at least a geographic area or set of substations and time period at which to reduce grid-supplied energy consumption; and performing fleet-level optimization to determine which one or more of the plurality of gateway apparatus to instruct to perform on-site energy dispatch and at what times, thus reducing grid-supplied energy consumption in consideration of net export restrictions where applicable; and providing one or more site-level schedules to each of a plurality of affected gateway apparatuses for facilitating control of on-site energy asset usage and grid-supplied electric consumption.

13. The method according to claim 12, wherein fleet-level optimization comprises: maximizing a sum of a total bill savings across all accounts and utility revenue minus amortized development cost.

14. The method according to claim 12, wherein fleet-level optimization is a function of a bill savings amount of each of the grid-connected energy consumers.

15. The method according to claim 12, wherein fleet-level optimization is a function of utility revenue, the utility revenue being a function of an amount of on-site energy dispatched.

16. The method according to claim 12, wherein fleet-level optimization is a function of a development cost, the development cost being a function of one or more of on-site energy storage system cost, installation cost, maintenance cost, and operational cost.

17. A system comprising: a platform apparatus; and an on-site gateway apparatus, the platform apparatus comprising at least one processor and at least one memory including computer program code, the at least one memory and the computer program code configured to, with the processor, cause the apparatus to: calculate site load curves indicating predicted site load for each of one or more customers at each of a plurality of periods of a day with on-site energy assets within a given portfolio aggregation; perform portfolio-level optimization as a function of the site load curves and a tariff library, the portfolio-level optimization configured to segment the site load curves in accordance with tariff periods and other site-level restrictions, and for each segment, calculate and output a power consumption maximum threshold; generate a set of site-level schedules, as a function of the portfolio-level optimization and one or more site restrictions, the set of site-level schedules configured to be provided to a gateway apparatus for facilitating the use of the on-site energy assets instead of grid-supplied electric consumption; and the gateway apparatus comprising at least one processor and at least one memory including computer program code, the at least one memory and the computer program code configured to, with the processor, cause the apparatus to: receive the set of site-level schedules from the platform apparatus and store the set of site-level schedules locally.

18. The system according to claim 17, wherein the on-site energy assets comprise energy storage resources and the site-level restrictions comprise instructions on battery charging and discharging.

19. The system according to claim 18, wherein the computer program code of the gateway apparatus further comprises computer program code configured to, with the processor, cause the apparatus to: facilitate, at a start time of a given segment, on-site asset control; and during a segment in which a customer's tariff or rate is less than a pre-defined threshold and site-level restrictions permit charging, cause the predicted site load to be satisfied via grid-supplied electric consumption and allowing charging of the energy storage resources to the extent that the predicted site load does not meet a scheduled maximum threshold.

20. The system according to claim 18, wherein the computer program code of the gateway apparatus further comprises computer program code configured to, with the processor, cause the apparatus to: facilitate, at a start time of a given segment, on-site asset control; and during a segment in which a customer's tariff or rate is less than a pre-defined threshold and site-level restrictions do not permit charging, cause the predicted site load to be satisfied via grid-supplied electric consumption and dis-allowing charging of the energy storage resources.

21. The system according to claim 18, wherein the computer program code of the gateway apparatus further comprises computer program code configured to, with the processor, cause the apparatus to: facilitate, at a start time of a given segment, on-site asset control; and during a segment a customer's tariff or rate is greater than a pre-defined threshold and the site-level restrictions do not permit charging, cause the predicted site load to be satisfied via grid-supplied electric consumption up to a scheduled maximum threshold and causing any remaining portion of the predicted site load to be satisfied via electricity generation of the on-site energy asset and preventing charging of the energy storage resources.

22. The system according to claim 17, wherein the computer program code of the gateway apparatus further comprises computer program code configured to, with the processor, cause the apparatus to: facilitate, at a start time of a given segment, on-site asset control; and prevent net export to a grid, should that site restriction exist from utility, interconnection, or other regulations and requirements.

23. A computer program product comprising at least one non-transitory computer-readable storage medium having computer-executable program code instructions stored therein, the computer-executable program code instructions comprising program code instructions for: calculating site load curves indicating predicted site load for each of one or more customers at each of a plurality of periods of a day with on-site energy assets within a given portfolio aggregation; performing portfolio-level optimization as a function of the site load curves and a tariff library, the portfolio-level optimization configured to segment the site load curves in accordance with tariff periods and other site-level restrictions, and for each segment, calculate and output a power consumption maximum threshold; generating a set of site-level schedules, as a function of the portfolio-level optimization and one or more site restrictions, the set of site-level schedules configured to be provided to a gateway apparatus for facilitating the use of on-site energy assets instead of grid-supplied electric consumption; and transmitting the set of site-level schedules to a gateway device.

24. The computer program product according to claim 23, wherein the on-site energy assets comprise energy storage resources and the site-level restrictions comprise instructions on battery charging and discharging.

25. The computer program product according to claim 24, wherein the computer-executable program code further comprises program code instructions for: facilitating, at a start time of a given segment, on-site asset control; and during a segment in which a customer's tariff or rate is less than a pre-defined threshold and site-level restrictions permit charging, causing the predicted site load to be satisfied via grid-supplied electric consumption and allowing charging of the energy storage resources to the extent that the predicted site load does not meet a scheduled maximum threshold.

26. The computer program product according to claim 24, wherein the computer-executable program code further comprises program code instructions for: facilitating, at a start time of a given segment, on-site asset control; and during a segment in which a customer's tariff or rate is less than a pre-defined threshold and site-level restrictions do not permit charging, causing the predicted site load to be satisfied via grid-supplied electric consumption and dis-allowing charging of the energy storage resources.

27. The computer program product according to claim 24, wherein the computer-executable program code further comprise program code instructions for: facilitating, at a start time of a given segment, on-site asset control; and during a segment a customer's tariff or rate is greater than a pre-defined threshold and the site-level restrictions do not permit charging, causing the predicted site load to be satisfied via grid-supplied electric consumption up to a scheduled maximum threshold and causing any remaining portion of the predicted site load to be satisfied via electricity generation of the on-site energy asset and preventing charging of the energy storage resources.

28. The computer program product according to claim 23, wherein the computer-executable program code further comprises program code instructions for: facilitating, at a start time of a given segment: on-site asset control; and preventing net export to a grid, should that site restriction exist from utility, interconnection, or other regulations and requirements.

29. A method comprising: calculating site load curves indicating predicted site load for each of one or more customers at each of a plurality of periods of a day with on-site energy assets within a given portfolio aggregation; performing portfolio-level optimization as a function of the site load curves and a tariff library, the portfolio-level optimization configured to segment the site load curves in accordance with tariff periods and other site-level restrictions, and for each segment, calculate and output a power consumption maximum threshold; generating a set of site-level schedules, as a function of the portfolio-level optimization and one or more site restrictions, the set of site-level schedules configured to be provided to a gateway apparatus for facilitating the use of the on-site energy assets instead of grid-supplied electric consumption; and transmitting the set of site-level schedules to a gateway device.

30. The method according to claim 29, wherein the on-site energy assets comprise energy storage resources and the site-level restrictions comprise instructions on battery charging and discharging.

31. The method according to claim 30, further comprising: causing, at a start time of a given segment, on-site asset control, wherein the on-site asset control, further comprises: during a segment in which a customer's tariff or rate is less than a pre-defined threshold and site-level restrictions permit charging, causing the predicted site load to be satisfied via grid-supplied electric consumption and allowing charging of the energy storage resources to the extent that the predicted site load does not meet a scheduled maximum threshold.

32. The method according to claim 30, further comprising: causing, at a start time of a given segment, on-site asset control, wherein the on-site asset control, further comprises: during a segment in which a customer's tariff or rate is less than a pre-defined threshold and site-level restrictions do not permit charging, causing the predicted site load to be satisfied via grid-supplied electric consumption and dis-allowing charging of the energy storage resources.

33. The method according to claim 30, further comprising: causing, at a start time of a given segment, on-site asset control, wherein the on-site asset control, further comprises: during a segment in which a customer's tariff or rate is greater than a pre-defined threshold and the site-level restrictions do not permit charging, causing the predicted site load to be satisfied via grid-supplied electric consumption up to a scheduled maximum threshold and causing any remaining portion of the predicted site load to be satisfied via electricity generation of the on-site energy asset and preventing charging of the energy storage resources.

34. The method according to claim 29, further comprising: preventing net export to a grid, should that site restriction exist from utility, interconnection, or other regulations and requirements.