Download Knowledge Sharing Plan - Australian Renewable Energy Agency

Model Knowledge Sharing Plan
Note that this Model Knowledge Sharing Plan is in draft form. As part of the Demand Response Competitive Round, ARENA invites
comments on this document. Any feedback should be made in this document in the form of comments or mark-ups in “track changes”.
Comments should be submitted by 5pm AEST 16 June 2017 via email to: [email protected]
The final Knowledge Sharing Plan template will be uploaded onto the ARENA website on 23 June 2017, changes to the final template to align
to successful applicants’ projects will be made after successful applicants are chosen.
A completed Knowledge Sharing Plan template must be included as part of any application for ARENA Funding under the Demand
Response Competitive Round.
1. Introduction
The rules and definitions that apply in the Funding Agreement also apply in this Knowledge Sharing Plan.
Under the Australian Renewable Energy Agency Act 2011 (Cth), ARENA is required to share information, data and knowledge about renewable
energy technologies from the projects it funds.
On [insert date] ARENA and [insert name of Recipient] (Recipient) entered into an Advancing Renewables Programme Funding Agreement
number [insert] (Funding Agreement), under which the Recipient has certain knowledge sharing obligations.
The Recipient has developed this Knowledge Sharing Plan in consultation with ARENA, and must comply with this Knowledge Sharing Plan for
the term of the Funding Agreement. Terms used in this Knowledge Sharing Plan which are defined in the Funding Agreement have the same
meaning unless the context requires otherwise.
ARENA may at any time undertake, or engage a third party to undertake, a review or evaluation of the Activity. The Recipient must provide all
reasonable assistance to ARENA (and any third party appointed by ARENA) for such review or evaluation.
ARENA reserves the right to request data and information in addition to that specified in this Knowledge Sharing Plan in order to conduct
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portfolio-level analysis and knowledge sharing activities. Any confidential or sensitive data will be aggregated, anonymised and protected.
ARENA reserves the right to share any such data or information with third parties contracted to help ARENA perform our knowledge sharing
function, with such third parties being bound by the same confidentiality restrictions as ARENA.
ARENA reserves the right for ARENA staff, consultants or any third parties contracted to help ARENA perform our knowledge sharing function
to interview the recipient throughout the duration of the Demand Response Competitive Round in relation to knowledge sharing activities and
deliverables in this Knowledge Sharing Plan.
2. Confidentiality and dissemination of knowledge
In undertaking its legislated knowledge-sharing function, ARENA may share information with other areas of government and the public. The
Recipient will provide information of varying levels of confidentiality, from little or none to highly valuable and confidential information.
Any information that will be subject to restrictions on its dissemination beyond ARENA, is identified in the Table under Knowledge Sharing
Deliverables and the nature of the restriction is described.
The Funding Agreement determines the treatment of Intellectual Property Rights and Recipient Confidential Information.
It is the Recipient’s responsibility to ensure that any Project documentation (including Milestone Reports and other Reports) prepared for public
release does not contain any Recipient Confidential Information.
Information the Recipient shares with ARENA is categorised according to those persons with whom it may be shared as follows:
(a) the public (unrestricted) – This information may be shared freely within ARENA, with industry participants, and with the public in
general.
(b) the public (restricted) (Restricted Information) – Subject to any restrictions imposed by the Recipient, this information may be shared
freely within ARENA, with industry participants, and with the public in general.
(c) ARENA only (Recipient Confidential Information) – this information may be shared freely within ARENA and with other areas of
government, including AEMO, with equivalent privacy management and control processes and in accordance with [clause 21].
Any proposed change to this Knowledge Sharing Plan and the restrictions on dissemination of information set out in this Knowledge Sharing
Plan must be notified to ARENA as part of the Milestone Report in accordance with item [1(c)(ix) of Schedule 3]. The Knowledge Sharing Plan
may be varied by agreement of the parties in writing.
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3. Knowledge sharing deliverables and activities
[This table contains knowledge sharing obligations that will be required across all Activities funded under the Demand Response Competitive
Round. Applicants may add rows at the bottom of the table if they wish to engage in additional knowledge sharing activities beyond what is
mandated by ARENA below.]
When?
How?
What?
Who?
How?
Project
stage
Deliverable or activity
Knowledge to be shared from deliverable or activity
Audience(s)
Dissemination
[What sort of knowledge
sharing deliverables or
activities would be the
most effective way to
deliver knowledge to be
shared to the identified
audiences?]
[What knowledge would need to be generated and
shared in order to address the project outcomes?]
[Who would you need to share this
knowledge with in order to enhance
the project outcomes? Why would
each category of audience be
important?]
[Please detail any
restrictions on
dissemination]
At each
project
payment
milestone
Project performance
report
Each Project performance report must include:
1. A summary of (as relevant to the reporting period):
-
Any knowledge sharing activities completed and
the outcomes of these activities
- Any data or documentation from the Activity
2. An overview of the demand response being provided,
including:
-
-
-
Technology being used to provide demand
response including any hardware and software
requirements necessary to participating in the
round
Business model and pricing
structures/incentives employed to recruit
capacity and activate load reduction
Customer types and their geographic location,
including an update on changes to the NMIs
associated with an aggregators portfolio (if
AEMO, AEMC, AER - to understand
the performance of DR projects and
impact on the market.
Public
Government and policy makers - to
understand policy and regulatory
barriers and opportunities
associated with DR.
Energy industry - to understand
market opportunities associated with
DR impacts and business models
End-use consumers - to inform their
participation in demand response
activity
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relevant)
3. Analysis of performance based on six-monthly test
data and any real activation data, including analysis of:
-
Total capacity available for the reporting period
Aggregated actual performance for activation
and test events
4. A summary of most recent lessons learnt from the
development and operation of the project, and
participation in the competitive round. This can include:
-
Participant reflections on the functioning of the
DR market and the impact of market incentive
structures on performance
- Participant lessons learnt on hardware and
software technology requirements to support
firm delivery of DR
- Participant lessons learnt on DR business
model design
- Participant lessons learnt from the recruitment
of different customer types
5. The report must detail any other commercial or
wholesale DR activity that the recipient (pertaining to
the DR funded under this agreement) is participating in.
Detail should include, but not limited to:
-
Purpose of the other DR activity (e.g. wholesale
price avoidance, physical hedge cover, network
support)
- Number of instances and duration the DR was
activated for these other activities
- Time period(s) the DR was activated for these
other activities.
Project performance report to be made available on the
recipient’s website and send to ARENA via email.
At each
project
milestone
Public data release
Public dataset release. The format should be as per the
‘Project data’ table in item 4 of this knowledge sharing
plan.
AEMO, AEMC, AER - to understand
the performance of DR projects and
impact on the market.
Public (unless
otherwise specified in
the ‘Project data’ table
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Data to be made available as excel or CSV files
available for download from project website and sent to
ARENA via email or any other data transfer method
specified by ARENA.
Government and policy makers - to
understand policy and regulatory
barriers and opportunities
associated with DR.
below)
Energy industry - to understand
market opportunities associated with
DR impacts and business models
End-use consumers - to inform their
participation in demand response
activity
As required
by ARENA
but no more
than twice a
year. Timing
and location
to be
mutually
agreed with
ARENA
Demand response
knowledge sharing
workshops
End of
Project
Final Project report and
interview
Workshop agenda will be determined at the time, based
on stakeholder consultation and assessment of
emerging market needs. Activities required of the
recipient may include presentations to industry peers
and other relevant stakeholders on project development
and performance, with topics and presentations for
discussion to be developed in consultation with ARENA.
AEMO, AEMC, AER - to understand
the performance of DR projects and
impact on the market.
Public
Government and policy makers - to
understand policy and regulatory
barriers and opportunities
associated with DR.
Energy industry - to understand
market opportunities associated with
DR impacts and business models
Either captured in the final Project Performance Report,
or as a separate Final Project report:
●
●
●
How the project performed against each
outcome
How the project performed against the
Competitive Round’s objectives
Key lessons learned from delivery of the Project
General public - to understand
overall performance of the Project
and performance against Program
and project objectives/outcomes.
Public
Parts of the report may
be kept confidential for
ARENA use only.
[Insert additional knowledge sharing initiatives here, as
relevant to your Project and the sector]
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4. Project data
Whether data specified in the table below is provided as aggregated data or for each NMI will depend on the number of customers in the
portfolio, and will be decided at ARENA’s discretion.
Data set
Specific data fields
DR capacity data
Technology
providing DR, by
MW
Number of
customers
DR performance
data
Note: datasets are to
cover each DR event
(both testing and
real activation).
MW capacity
available from each
customer segment
or industry vertical
Duration of DR
activation/test event
Quantity of DR
activated (for 60
minute response
notice)
Quantity of DR
activated (for 10
minute response
notice)
DR baseline,
including data used
to generate the
baseline
Meter data
Sampling,
averaging
frequency; time
period
N/A
Units
Data source
Format
Dissemination
N/A
Recipient records
Excel or CSV
number
Recipient records
Excel or CSV
MW
Recipient records
Excel or CSV
Available for
download on project
webpage
Available for
download on project
webpage
Available for
download on project
webpage
Per activation/test
event
hr, min, sec
Metering data
Excel or CSV
Available for
download on project
webpage
Per activation/test
event
30 minute data
MWh
Metering data
Excel or CSV
Available for
download on project
webpage
Per activation/test
event 5 minute data
MWh
Metering data
Excel or CSV
Available for
download on project
webpage
30 minute data, or
more granular if
available
MWh
Metering data
Excel or CSV
Available for
download on project
webpage
30 minute data, or
MWh
Metering data
Excel or CSV
Available for
N/A
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Quantity of DR
activated by the
recipient to meet its
performance
obligations
DR portfolio data
DR management
costs
For an aggregator of
customer load, the
price provided to its
portfolio of
customers (by
customer segment
and industry vertical)
to participate in the
DR program
Eligible Expenditure
incurred to date and
actual cost of any
system upgrades
(including
settlement, billing
and metering
systems) to enable
participation in the
DR program.
Cost to recruit new
customer load into
the DR program.
more granular if
available
Per activation/test
event
Per payment period
Any capital and
operational
expenditure,
delivered at each
milestone
download on project
webpage
Made available to
ARENA and AEMO
MW activated by
AEMO vs. MW
activated by
recipient to meet its
performance
obligations
$/MW
and/or
$/MWh
and/or other
payment structures
Recipient records
Excel or CSV
Recipient records
Excel, CSV, or as
part of written report
Made available to
ARENA and AEMO
$
Recipient records
Excel, CSV, or as
part of written report
Made available to
ARENA and AEMO
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5. Other reporting on knowledge sharing
In the event of Activity failure, the Recipient must, within 20 Business Days after the Activity failure, provide a report to ARENA for public
release explaining the reasons for the failure and the Activity Lessons Learnt.
6. Specified personnel
[Insert name] occupying the position of [insert position] will be the central contact point for ARENA for the Knowledge Sharing Activities.
7. Knowledge sharing budget
The Recipient has allocated $[insert figure] (excluding GST) from within the Project Budget towards implementation of this Knowledge Sharing
Plan.
8. Knowledge sharing partner
[This is an optional section of the Knowledge Sharing Plan, to be included only if relevant. Please delete this section if you do not intend to
include it in your Knowledge Sharing Plan.
Applicants can, at their own discretion and in consultation with ARENA, engage one or more third parties to provide technical expertise,
logistical support and/or high level guidance and input to help share knowledge from the project. Knowledge sharing partner/s sometimes take
the form of contractors hired by the proponent to provide analytical services, or strategic partnerships with other key industry players, with the
aim of bringing cross-industry insight into the design and execution of knowledge sharing from the project.]
[Insert organisation name] (Knowledge Sharing Partner) has been appointed as the Recipient's knowledge sharing partner for this Activity to
provide the following inputs: [insert dot points summarising the contribution of the knowledge sharing partner/s to the project]
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