ENERGY DEMAND RESPONSE PROGRAM READINESS CHECKLIST 2026

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--- PROGRAM ENROLLMENT & CONTRACT COMPLIANCE ---
[ ] Contract Effective Date
[ ] Utility Provider Name (Utility Provider A, Utility Provider B, Other)
[ ] Program Type (Price-Responsive, Incentive-Based, Critical Peak Pricing)
[ ] Executed Service Agreement
[ ] Compliance Requirements Verified (Regulatory Compliance, Insurance Coverage, Load Shedding Penalties Acknowledged, Meter Accuracy Verification)
[ ] Compliance Officer Approval

--- LOAD PROFILE & BASELINE ESTABLISHMENT ---
[ ] Baseline Period Start Date
[ ] Baseline Period End Date
[ ] Baseline Calculation Methodology (Regression Analysis, Average Historical Load, Weather-Adjusted Baseline, Regulated Utility Standard)
[ ] Average Peak Load (kW)
[ ] Identified Sheddable Load Types (HVAC Systems, Lighting Systems, Industrial Processing Equipment, Water Heating/Cooling, Compressed Air Systems)
[ ] Historical Load Profile Data (CSV/XLSX)
[ ] Baseline Deviation Notes & Assumptions

--- COMMUNICATION & CONTROL INFRASTRUCTURE ---
[ ] Primary Communication Protocol Type (OpenADR, Modbus/TCP, BACnet, MQTT, Proprietary/Other)
[ ] Gateway/Controller IP Address or Identifier
[ ] Integrated Control Systems (Smart Meters, BMS (Building Management System), PLC (Programmable Logic Controllers), IoT Sensors, Automated Load Controllers)
[ ] Last Communication Hardware Audit Date
[ ] Network Topology Diagram
[ ] Infrastructure Engineer Verification

--- OPERATIONAL RESOURCE ASSESSMENT ---
[ ] Identified Controllable Assets (HVAC Systems, Battery Energy Storage Systems (BESS), Backup Diesel Generators, Industrial Processing Equipment, Electric Vehicle (EV) Charging Stations, Compressed Air Systems, Lighting Control Systems)
[ ] Estimated Maximum Load Reduction Capacity (kW)
[ ] Asset Criticality Level (Critical (Cannot be shed), Semi-Critical (Short-term shedding allowed), Non-Critical (Primary candidate for shedding))
[ ] Operational Constraints & Limitations
[ ] Asset Maintenance Logs & Technical Datasheets

--- EVENT RESPONSE PROTOCOLS & SOPS ---
[ ] Primary Response Mode (Automated (Direct Load Control), Manual (Operator Directed), Semi-Automated (Hybrid))
[ ] Critical Assets to Defer/Shutdown (HVAC Systems, Non-Essential Lighting, Pumping Systems, Electric Vehicle Charging Stations, Manufacturing Production Lines)
[ ] Emergency Escalation Workflow
[ ] Standard Operating Procedure (SOP) Document
[ ] Operations Manager Approval

--- MONITORING, REPORTING & ANALYTICS ---
[ ] Last Data Audit Date
[ ] Data Logging Frequency (Real-time, Every 15 Minutes, Hourly, Daily)
[ ] Monitored Energy Metrics (kW Demand, kWh Consumption, Power Factor, Voltage Levels, Peak Load Variance)
[ ] Discrepancy Notes & Error Logs
[ ] Monthly Energy Performance Report
[ ] Data Integrity Auditor Verification

--- STAFF TRAINING & EMERGENCY PREPAREDNESS ---
[ ] Training Modules Completed (Basic DR Protocol Overview, Manual Load Shedding Procedures, Automated System Override Training, Emergency Communication Tree, Post-Event Reporting Workflow)
[ ] Last Training Session Date
[ ] Next Scheduled Drill Date
[ ] Staff Training Attendance Logs
[ ] Personnel Competency Level (Beginner, Intermediate, Advanced/Lead Operator)
[ ] Safety Officer Verification

--- FINANCIAL & INCENTIVE MANAGEMENT ---
[ ] Estimated Annual DR Revenue Projection
[ ] Maximum Allowable Load Shedding Cost Threshold
[ ] Incentive Payment Disbursement Date
[ ] Revenue Stream Sources (Direct Utility Rebates, Capacity Payments, Energy Settlement Credits, Tax Incentives/Subsidies)
[ ] Contract & Agreement Documentation
[ ] Financial Controller Approval

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