STAGE 2

Integrate and control DERs with DERMS

You know what DERMS is. Now you need to know whose actually works. At this stage you’re comparing platforms, weighing vendors and separating polished demos from production reality. This is where claims meet evidence.

Here are the technical specifications to hold vendors to, and a look at how OATI’s most-deployed DERMS performs in production.

What to focus on now: validating claims against specs and real deployments before you shortlist.

Call the programs, see the peak respond

Production-ready means an event forecast, called, watched, measured and settled, with operators seeing the peak respond as each program answers.

Forecast loadWith programs called

Programs called

  1. Forecast
  2. Call
  3. Notify
  4. Watch
  5. Measure
  6. Settle

Illustration: one summer day, four programs.

The specs behind each team’s questions

Open a role for the evaluation questions and the specifications to hold every vendor to.

For program managers: Building an evaluation you can defend

You’re running the process, and you’ll be accountable for the recommendation. You need vendor criteria that go beyond the demo: implementation timelines, integration requirements and what “production-ready” really means. Assemble evidence you can put directly into an RFP, and a real deployment you can point to.

Technical depth

  • Ask for a comparable deployment: its scope, its programs and the time from contract to the first event.
  • Write integration requirements as interfaces: CIS, MDM, ADMS, GIS and AMI on the enterprise side; IEEE 2030.5, DNP3, Modbus and ICCP to the field and other control centers.
  • Define production-ready: events called, measured and settled in production, not in a pilot.
  • Check the operating model: program rules you configure yourself, a self-service portal for aggregators and customers, and subsidiaries or partners run in their own environments on one platform.
For operators: Will it integrate, and will operators trust it?

A platform is only as good as its fit with the systems already on your desk. Focus on how the DERMS connects to your EMS and ADMS, whether it gives operators one view instead of another silo, and whether the workflows hold up under real-time pressure. Will your control room adopt it, or work around it?

Technical depth

  • One map: behind-the-meter and front-of-meter resources on a geospatial view that flags overloads and voltage issues.
  • Look-ahead: load forecasts up to seven days out, showing where VPP capability will be needed.
  • Decision support: a live load curve where adding or removing programs shows the peak respond, with the calls each program has left.
  • Event execution: thousands of customers and aggregators notified in minutes, performance watched live, more programs called if the response falls short.
For market teams: Does it support the markets you actually operate in?

A DERMS that can’t take part in your ISO or RTO’s market products isn’t useful to you, however polished the demo. Which market constructs does it support, how does it handle telemetry and settlement, and can it scale aggregations without breaking compliance?

Technical depth

  • Market programs configured, not custom-built: AEP’s events are created automatically when PJM calls them.
  • Prices in: real-time and day-ahead prices and market load forecasts, to see where the value is.
  • Proof out: baselines event by event, meter data validated, non-performance tracked and settlements completed.
  • Rules change: a configurable baseline and settlement engine that adapts when a tariff or market rule does.
For executives: Weighing risk, references, and return

Your lens is risk and return. Is the vendor proven at utilities like yours? Does the financial model hold up? Are there reference deployments you can trust? You want a real, comparable deployment and the substance behind the claims, enough to sponsor a decision with confidence.

Technical depth

  • Track record: OATI built the first DERMS in 2009; more than 250 utilities run their DERMS on OATI, with 12 GW under management.
  • Independent view: OATI was named a Leader in the Verdantix Green Quadrant for DERMS (2025).
  • References by type: investor-owned utilities such as AEP and Con Edison, and G&Ts with their member cooperatives such as NCEMC.
  • Return: count peak reduction, avoided capacity and market revenue per program, and what one platform saves against several.

Production reality, not a demo

OATI GridMind® microgrid controller

NORTH CAROLINA’S ELECTRIC COOPERATIVES

26 cooperatives, one real-time DERMS

North Carolina Electric Membership Corporation and OATI are implementing a real-time DERMS across NCEMC’s 26 locally owned rural electric cooperatives to improve grid reliability across the state. The cooperatives won the 2026 Grid Intelligence Award for Grid Modernization.

Proof from utilities on this stage

  1. AEP answers PJM demand response calls automatically

    American Electric Power’s demand response system ran on an aging platform, and keeping up with PJM’s changing program requirements, such as its emergency demand response programs, took significant internal resources.
    Solution
    With OATI’s demand response management system, part of the OATI DERMS platform, AEP monitors, controls, schedules and manages its programs and DER assets, creates events automatically when PJM calls them, notifies affected customers by phone, text or email, and publishes expected prices every day from its system load forecast.
    AEP
    Graphic Bend OATI
  2. Dairyland Power brought an isolated battery under control

    One of G&T Dairyland Power’s member cooperatives installed battery storage, but the site sat outside Dairyland’s broader controls, which limited its operational and market flexibility.
    Solution
    Dairyland Power used the OATI IoT SCADA gateway to bring the battery into its OATI DERMS platform as a grid-interactive resource, without costly retrofits.
    Battery prices are still high enough that you need multiple use cases for the same battery to extract the most value out of it.Manager of Innovation & Efficient Electrification, Dairyland Power
    Graphic Bend OATI

Resources for this stage

WHITE PAPER

Short-term load growth strategies

Getting more from existing DERs as data centers, manufacturing and electrification push demand up.

CASE STUDIES

Utility DERMS in action

Proven, verifiable DERMS case studies, for a decision made in a murky vendor pool.

CASE STUDY

Real-time DERMS at NCEMC

How a G&T supporting 26 cooperatives orchestrates demand response for each member.

Next: stage 3Scale VPPsThe rollout is underway. Integrate DERMS with the systems you already run, without the friction that stalls deployments.

Plan it with OATI’s power systems experts