Presentation to Smart Grid Summit in Toronto 2013.

1. The Future of Transactive Energy in North America
David Katz
President and CEO
Sustainable Resources Management Inc.
Program Manager
Building Intelligence Quotient - www.building-iq.com
DR Shop – www.demand-response-shop.com
Active Member
CABA Integrated Intelligent Building Council
SGIP 2.0 –B2G Domain Expert Working Group
OEA Smart Grid Corporate Partners Committee
Experience in Utility Business
Ontario Hydro Financial Evaluations Officer and System Planner

2. The Future of Transactive Energy in North America
Explore the Future of Transactive Energy in Canada to Improve Cost Effectiveness
As consumers become prosumers in the energy market, developing the
architecture for transactive energy is becoming increasingly imperative. Assess
how you can adequately prepare for the integration of renewable energy and
distributed energy resources through market-driven controls, while maintaining
overall reliability.
Gain critical insights to:
Develop a roadmap for transactive energy architecture
Improve cost-effectiveness through coordinated economic and reliability
constraints
Assess how transactive controls can improve the integration of
intermittent, distributed renewables
Advance operation efficiency and cost-effectiveness through the development of
transactive energy architecture.

3. The Future of Transactive Energy in North America
The GridWise® Architecture Council, with support from
PNNL, BPA, Smart Grid Oregon and Portland General
Electric, recently convened the First International Conference
and Workshop on Transactive Energy in Portland, Oregon, on
May 23-24, 2013.
Members of my SGIP 2.0 B2G DEWG attended and provided
me with an overview and their presentations that form the
basis of the following review. Other presentation materials
made available at the TEC 2013 website have also been
included with the authors contact info.

50. Transactive Energy Potential in Canada
• The Canadian energy environment is highly integrated technically and economically into
the North American marketplace.
• The power and pipe lines are connected and managed under the governing safety and
reliability bodies.
• Provincial energy responsibility and the many public power utilities, were built with the
mandate of Power At Cost. Transactive Energy would change that premise
significantly.
• Energy rates and open market capabilities needed for transactive energy as suggested
above will require significant changes in each provincial regulators
• New approaches to investments for smart grid infrastructure and energy market
information systems will be needed to harvest all the potential of the Smart Grid.
• The recent Canadian Smart Grid Standards Roadmap shows the need for development
of standards in harmonization with US. A new Council has been formed to move
forward on the Roadmap recommendations.
• The Ontario Smart Grid Forum and Ontario Energy Association Smart Grid Corporate
Partnership Committee continue to collaborate on projects including the Green
Button, Energy Storage, Intelligent Load Management and a Sandbox for
Interoperability testing.
• Other provincial utilities are installing smart meters and creating their own vision of the
Smart Grid and how Transactive it will be given the regulatory and technical realities of
their energy systems.

54. David Katz, MBA
Sustainable Resources Management Inc.
Tel: 416-493-9232
Cell: 416-618-4651
dkatz@sustainable.on.ca
www.sustainable.on.ca
www.demand-response-shop.com
www.building-iq.com
Questions?