oSIST prEN IEC 63402-2-2:2025

SLOVENSKI STANDARD
01-april-2025
Sistemi energijske učinkovitost - Pametno omrežje - Sistemi za upravljanje
energije odjemalcev - Vmesnik med upravljalcem stanovanjskih in stavbnih virov
(CEM) - Podatkovni model in izmenjava podatkov
Energy efficiency systems - Smart grid - Customer energy management systems -
Interface between the home/building CEM and resource manager(s) - Data model and
messaging
Ta slovenski standard je istoveten z: prEN IEC 63402-2-2:2025
ICS:
27.015 Energijska učinkovitost. Energy efficiency. Energy
Ohranjanje energije na conservation in general
splošno
35.240.67 Uporabniške rešitve IT v IT applications in building
gradbeništvu and construction industry
97.120 Avtomatske krmilne naprave Automatic controls for
za dom household use
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.

23K/117/CDV
COMMITTEE DRAFT FOR VOTE (CDV)
PROJECT NUMBER:
IEC 63402-2-2 ED1
DATE OF CIRCULATION: CLOSING DATE FOR VOTING:
2025-02-07 2025-05-02
SUPERSEDES DOCUMENTS:
23K/95/CD, 23K/114/CC
IEC SC 23K : ELECTRICAL ENERGY EFFICIENCY PRODUCTS
SECRETARIAT: SECRETARY:
France Mr Philippe Vollet
OF INTEREST TO THE FOLLOWING COMMITTEES: HORIZONTAL FUNCTION(S):

TC 23,TC 64,TC 69,SyC Smart Energy
ASPECTS CONCERNED:
Energy Efficiency
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TITLE:
Energy efficiency systems - Smart grid - Customer energy management systems - Interface
between the home/building CEM and resource manager(s) - Data model and messaging

PROPOSED STABILITY DATE: 2027
NOTE FROM TC/SC OFFICERS:
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IEC CDV 63402-2-2 ED1 © IEC 2024 4 23K/117/CDV
CONTENTS
FOREWORD . 12
Introduction . 14
1 Scope . 15
2 Normative references . 15
3 Terms, definitions and abbreviations . 15
3.1 Terms and definitions . 15
3.2 Abbreviations . 17
4 Energy management . 18
4.1 Architectural overview . 18
4.2 Definition . 18
4.3 Energy Management roles . 20
4.3.1 General . 20
4.3.2 Energy producer role . 20
4.3.3 Energy consumer role . 20
4.3.4 Energy storage role . 21
5 Resource Manager . 22
6 Customer Energy Manager (CEM) . 23
6.1 General . 23
6.2 Local optimization . 24
6.3 Implicit control . 24
6.4 Explicit control . 25
6.5 Summary . 25
7 Energy Management Concepts . 25
7.1 General . 25
7.2 Design philosophy . 25
7.3 Abnormal condition . 26
7.4 Power measurements . 26
7.5 Power forecasts . 26
7.6 Control types . 27
7.6.1 General . 27
7.6.2 Power Envelope Based Control . 27
7.6.3 Power Profile Based Control. 32
7.6.4 Operation Mode Based Control . 34
7.6.5 Fill Rate Based Control . 36
7.6.6 Demand Driven Based Control . 39
8 Energy Management Data Models . 41
8.1 Basic Data Types . 41
8.1.1 General . 41
8.1.2 Common concepts related to Time . 41
8.1.3 Common concepts related to Identifiers . 41
8.1.4 Common concepts related to Strings . 41
8.1.5 Meaning of optionality . 42
8.2 Resource Manager . 42

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8.2.1 ResourceManagerDetails . 42
8.2.2 PowerValue . 43
8.2.3 PowerForecastValue . 43
8.2.4 PowerRange . 43
8.2.5 NumberRange . 44
8.2.6 PowerMeasurement. 44
8.2.7 Role . 44
8.2.8 ReceptionStatus . 44
8.2.9 Transition . 44
8.2.10 Timer . 45
8.2.11 InstructionStatusUpdate . 45
8.3 Power Forecast . 45
8.3.1 Description . 45
8.3.2 PowerForecast . 46
8.3.3 PowerForecastElement . 47
8.4 Control Types . 47
8.4.1 Power Envelope Based Control . 47
8.4.2 Power Profile Based Control. 50
8.4.3 Operation Mode Based Control . 54
8.4.4 Fill Rate Based Control . 55
8.4.5 Demand Driven Based Control . 61
8.5 Enumerations . 64
8.5.1 RoleType. 64
8.5.2 Commodity . 64
8.5.3 CommodityQuantity . 64
8.5.4 Currency . 65
8.5.5 InstructionStatus . 65
8.5.6 ControlType . 67
8.5.7 PowerForecastType . 67
8.5.8 PEBC.PowerEnvelopeLimitType . 67
8.5.9 PEBC.PowerEnvelopeConsequenceType . 67
8.5.10 ReceptionStatusValues . 67
8.5.11 PPBC.PowerSequenceStatus . 68
9 Communication . 68
9.1 Introduction . 68
9.2 Generic Tasks . 69
9.2.1 Update Resource Manager Details . 69
9.2.2 Activate Control Type . 69
9.2.3 Update Active Control Type . 70
9.2.4 Communicate Power Measurement . 70
9.2.5 Update Power Forecast . 71
9.2.6 Revoke Power Forecast . 71
9.3 Power Envelope Based Control Tasks . 72
9.3.1 Update Power Constraints . 72
9.3.2 Revoke Power Constraints . 72
9.3.3 Update Power Plan . 73
9.3.4 Update Energy Constraints . 73
9.3.5 Revoke Energy Constraints . 74

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9.3.6 Process Instruction . 75
9.3.7 Revoke Instruction . 75
9.4 Power Profile Based Control Tasks . 76
9.4.1 Update Power Profile Definition . 76
9.4.2 Revoke Power Profile Definition . 76
9.4.3 Update Power Profile status . 77
9.4.4 Process Schedule Instruction . 77
9.4.5 Revoke Schedule Instruction . 78
9.4.6 Process Start Interruption Instruction . 78
9.4.7 Revoke Start Interruption Instruction . 79
9.4.8 Process End Interruption Instruction . 79
9.4.9 Revoke End Interruption Instruction. 80
9.5 Operation Mode Based Control Tasks. 81
9.5.1 Update System Description . 81
9.5.2 Revoke System Description . 81
9.5.3 Update status . 81
9.5.4 Update Timer status . 82
9.5.5 Process Instruction . 82
9.5.6 Revoke Instruction . 83
9.6 Fill Rate Based Control Tasks . 84
9.6.1 Update System Description . 84
9.6.2 Revoke System Description . 84
9.6.3 Update Actuator status . 84
9.6.4 Update Storage status . 85
9.6.5 Update Timer status . 85
9.6.6 Update Leakage Behaviour . 86
9.6.7 Revoke Leakage Behaviour . 86
9.6.8 Update Usage Forecast . 86
9.6.9 Revoke Usage Forecast . 87
9.6.10 Update Fill Level Target Profile . 87
9.6.11 Revoke Fill Level Target Profile . 88
9.6.12 Process Instruction . 88
9.6.13 Revoke Instruction . 89
9.7 Demand Driven Based Control Tasks . 90
9.7.1 Update System Description . 90
9.7.2 Revoke System Description . 90
9.7.3 Update Actuator status . 90
9.7.4 Update Timer status . 91
9.7.5 Update Average Demand Rate Forecast . 91
9.7.6 Revoke Average Demand Rate Forecast . 92
9.7.7 Process Instruction . 92
9.7.8 Revoke Instruction . 93
Annex A (informative) Use Cases . 94
A.1 Overview . 94
A.2 Organizing . 95
A.2.1 UC_EM_O100: Configuring Customer Energy Manager (CEM) in
network . 95

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A.2.2 UC_EM_O101: Configuring master CEM with Smart Grid Operator
Credentials . 95
A.3 Scheduling . 95
A.3.1 UC_EM_S200: CEM collects Energy Profiles, Tariff Profiles and
Storage Details . 95
A.4 Management. 96
A.4.1 UC_EM_M300: CEM selects alternative Energy Sequences by energy
costs . 96
A.4.2 UC_EM_M301 CEM modifies start time of Energy Sequence . 97
A.4.3 UC_EM_M302: CEM changes an Energy Profile to make temporary use
of stored energy . 97
A.4.4 UC_EM_M303: Demanded power cannot be delivered by domestic grid
A.4.5 UC_EM_M304: Two electric vehicles conflicting in their power load . 98
A.4.6 UC_EM_M305: EMG requests temporarily energy saving . 99
A.4.7 UC_EM_M306: Energy Storage requests high priority . 99
A.5 Case Studies . 100
A.5.1 UC_EM_M307 Charging an EV in the context of JWG4 (“Power
Limitation PV”) with the dynamic control mode of ISO 15118-20 . 100
A.5.2 UC_EM_M308: Charging an EV in the context of JWG4 (“Power
Limitation PV”) with the scheduled control mode of ISO 15118 series
and monetary incentives . 101
Bibliography . 104

Figure 1 – Architectural overview of Premises smart grid system . 18
Figure 2 – Example of how different power profiles can achieve the same target state
Figure 3 – Example Resource Manager and HBES/BACS/smart appliance/device
combinations . 22
Figure 4 – Example of a PEBC.Instruction from the CEM containing a PowerEnvelope
Figure 5 – . 29
Figure 6 – Power constrain examples . 30
Figure 7 – Example of the PowerConstraints based on 6 b) . 31
Figure 8 – Example which illustrates the effect of the minimal power envelope element
duration . 32
Figure 9 – Example of a power profile definition . 33
Figure 10 – Example system description for the Operation Mode Based Control type 34
Figure 11 – Visual example of how the factor maps to power values . 36
Figure 12 – Example for Fill Rate Based Control . 37
Figure 13 – Example of the actuator details of Fill Rate Based Control . 38
Figure 14 – Example of an operation mode for Fill Rate Based Control. 38
Figure 15 – Schematic overview of the data the Resource Manager send to the CEM
Figure 16 – Example of the operation modes in Demand Driven Based Control . 40
Figure 17 – PowerForecast . 46
Figure 18 – PowerForecastElement . 47
Figure 19 – State diagram for Instruction Status . 66

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Figure 20 – Interaction pattern for ‘Update Resource Manager Details’ task . 69
Figure 21 – Interaction pattern for ‘Activate Control Type’ task . 70
Figure 22 – Interaction pattern for the ‘Update Active Control Type' task . 70
Figure 23 – Interaction pattern for the ‘Communicate Power Measurement' task . 71
Figure 24 – Interaction pattern for the ‘Update Power Forecast’ task . 71
Figure 25 – Interaction pattern for the 'Revoke Power Forecast’ task . 72
Figure 26 – Interaction pattern for the ‘Update Power Constraints' task . 72
Figure 27 – Interaction pattern for the 'Revoke Power Constraints' task . 73
Figure 28 – . 73
Figure 29 – Interaction pattern for the ‘Update Energy Constraints' task . 74
Figure 30 – Interaction pattern for the 'Revoke Energy Constraints' task . 74
Figure 31 – Interaction pattern for 'Process Instruction' task . 75
Figure 32 – Interaction pattern for the 'Revoke Instruction' task . 75
Figure 33 – Interaction pattern for the 'Update Power Profile Definition' task . 76
Figure 34 – Interaction pattern for the 'Revoke Power Profile Definition' task . 76
Figure 35 – . 77
Figure 36 – Interaction pattern for 'Process Schedule Instruction' task . 77
Figure 37 – Interaction pattern for the 'Revoke Schedule Instruction' task . 78
Figure 38 – Interaction pattern for 'Process Start Interruption Instruction' task . 78
Figure 39 – Interaction pattern for the 'Revoke Start Interruption Instruction' task . 79
Figure 40 – Interaction pattern for 'Process End Interruption Instruction' task . 80
Figure 41 – Interaction pattern for the 'Revoke End Interruption Instruction' task . 80
Figure 42 – Interaction pattern for the ‘Update System Description' task . 81
Figure 43 – Interaction pattern for the 'Revoke System Description' task . 81
Figure 44 – . 82
Figure 45 – Interaction pattern for 'Update Timer status' task . 82
Figure 46 – Interaction pattern for the 'Process Instruction' task . 83
Figure 47 – Interaction pattern for the 'Revoke Instruction' task . 83
Figure 48 – Interaction pattern for the 'Update System Description' task . 84
Figure 49 – Interaction pattern for the 'Revoke System Description' task . 84
Figure 50 – Interaction pattern for 'Update Actuator status' task . 85
Figure 51 – Interaction pattern for 'Update Storage status' task . 85
Figure 52 – Interaction pattern for 'Update Timer status' task . 85
Figure 53 – Interaction pattern for the 'Update Leakage Behaviour' task . 86
Figure 54 – Interaction pattern for the 'Revoke Leakage Behaviour' task . 86
Figure 55 – Interaction pattern for the ‘Update Usage Forecast’ task . 87
Figure 56 – Interaction pattern for the 'Revoke Usage Forecast’ task . 87
Figure 57 – Interaction pattern for the ‘Update Fill Level Target Profile’ task . 88
Figure 58 – Interaction pattern for the 'Revoke Fill Level Target Profile’ task . 88
Figure 59 – Interaction pattern for 'Process Instruction' task . 89
Figure 60 – Interaction pattern for the 'Revoke Instruction' task . 89

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Figure 61 – Interaction pattern for the 'Update Demand Driven System Description'
task 90
Figure 62 – Interaction pattern for the 'Revoke Demand Driven System Description'
task 90
Figure 63 – Interaction pattern for 'Update Actuator Status' task. 91
Figure 64 – Interaction pattern for 'Update Timer status' task . 91
Figure 65 – Interaction pattern for the 'Update Average Demand Rate Forecast' task 91
Figure 66 – Interaction pattern for the 'Revoke Average Demand Rate Forecast' task
Figure 67 – Interaction pattern for 'Process Instruction' task . 92
Figure 68 – Interaction pattern for the 'Revoke Instruction' task . 93
Figure A.1 – Solving conflicting power load . 98
Figure A.2 – Charging an EV . 100
Figure A.3 – Charging an EV . 101

Table 1 – Data Types . 41
Table 2 – ResourceManagerDetails . 42
Table 3 – PowerValue . 43
Table 4 – PowerForecastValue . 43
Table 5 – PowerRange . 44
Table 6 – NumberRange . 44
Table 7 – PowerMeasurement . 44
Table 8 – Role . 44
Table 9 – ReceptionStatus . 44
Table 10 – Transition . 45
Table 11 – Timer . 45
Table 12 – InstructionStatusUpdate . 45
Table 13 – PowerForecast . 46
Table 14 – PowerForecastElement . 47
Table 15 – PEBC.PowerConstraints . 47
Table 16 – Table 17 — PEBC.AllowedLimitRange . 48
Table 17 – Table 16 - PEBC.EnergyConstraint . 48
Table 18 – PEBC.PowerEnvelope . 49
Table 19 – PEBC.PowerEnvelopeElement . 50
Table 20 – PEBC.Instruction . 50
Table 21 – PPBC.PowerProfileDefinition . 51
Table 22 – PPBC.PowerSequenceContainer. 51
Table 23 – PPBC.PowerSequence . 51
Table 24 – PPBC.PowerSequenceElement . 52
Table 25 – PPBC.PowerProfileStatus . 52
Table 26 – PPBC.PowerSequenceContainerStatus . 52
Table 27 – PPBC.ScheduleInstruction . 53
Table 28 – — PPBC.StartInterruptionInstruction . 53

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Table 29 – PPBC.EndInterruptionInstruction . 53
Table 30 – OMBC.SystemDescription . 54
Table 31 – OMBC.Status . 54
Table 32 – OMBC.TimerStatus . 54
Table 33 – OMBC.OperationMode . 55
Table 34 – OMBC.Instruction . 55
Table 35 – FRBC.SystemDescription . 56
Table 36 – FRBC.ActuatorDescription . 56
Table 37 – Table 39 — FRBC.ActuatorStatus . 56
Table 38 – FRBC.TimerStatus . 57
Table 39 – Table 40 — FRBC.OperationMode . 57
Table 40 – Table 41 — FRBC.OperationModeElement . 57
Table 41 – Table 43 - FRBC.StorageDescription . 58
Table 42 – Table 44 - FRBC.StorageStatus . 58
Table 43 – Table 45 - FRBC.LeakageBehaviour . 58
Table 44 – Table 46 - FRBC.LeakageBehaviourElement . 59
Table 45 – Table 47 - FRBC.Instruction . 59
Table 46 – Table 48 - FRBC.UsageForecast . 59
Table 47 – Table 50 - FRBC.UsageForcastElement . 59
Table 48 – Table 51 - FRBC.FillLevelTargetProfile . 60
Table 49 – Table 52 - FRBC.FillLevelTargetProfileElement . 60
Table 50 – Table 54 - DDBC.SystemDescription . 61
Table 51 – Table 55 - DDBC.ActuatorDescription . 61
Table 52 – Table 57 - DDBC.ActuatorStatus . 61
Table 53 – DDBC.TimerStatus . 62
Table 54 – Table 59 - DDBC.OperationMode . 62
Table 55 – Table 60 - DDBC.Instruction . 63
Table 56 – Table 61 - DDBC.AverageDemandRateForecast . 63
Table 57 – Table 62 - DDBC.AverageDemandRateForecastElement . 63
Table 58 – Table 63 - Enumeration of RoleType types . 64
Table 59 – Table 65 - Enumeration of Commodity types . 64
Table 60 – Table 66 - Enumeration of CommodityQuantity types . 64
Table 61 – Table 67 - Examples of enumeration of Currency types according to ISO
4217 . 65
Table 62 – Table 68 - Enumeration of InstructionStatus types . 65
Table 63 – Table 65 - Enumeration of ControlType types . 67
Table 64 – Enumeration of PowerForecastType types . 67
Table 65 – Table 66 - Enumeration of PowerEnvelopeLimitType types . 67
Table 66 – Table 67 - Enumeration of PowerEnvelopeConsequenceType types . 67
Table 67 – Table 68 - Enumeration of ReceptionStatusValues types . 68
Table 68 – Table 69 - Enumeration of PPBC.PowerSequenceStatus types . 68
Table A.1 – Use Cases mainly describe Energy Management . 94

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Table A.2 – Use Cases Overview . 94

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INTERNATIONAL ELECTROTECHNICAL COMMISSION
____________
Energy efficiency systems - Smart grid - Customer energy management
systems - Interface between the home/building CEM and resource
manager(s) - Data model and messaging –

FOREWORD
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IEC 63402-2-2 has been prepared by subcommittee 23K:
Electrical Energy Efficiency products
23: TITLE. It is an International Standard.
The text of this International Standard is based on the following documents:
Draft Report on voting
23K/XX/FDIS 23K/XX/RVD
Full information on the voting for its approval can be found in the report on voting indicated in
the above table.
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Introduction
Over recent decades, energ
...