As conversations around utility data access, distributed energy resources, and grid flexibility accelerate across the country, few people have seen the evolution of these issues from as many vantage points as Kelly Crandall. Now serving as Vice President of Regulatory and Policy at UtilityAPI, Kelly brings more than a decade of experience working at the intersection of energy policy, customer data, and market design, including roles in consulting, nonprofit advocacy, and most recently at the Colorado Public Utilities Commission.
In this conversation, Kelly reflects on what she’s learned moving between regulatory theory and implementation, why scalable customer-authorized data access has become foundational to the future of the grid, and what regulators, utilities, and third parties still underestimate about the systems needed to make that future work.
Data platforms need to start being considered as foundational investments, like customer information systems, upon which diverse benefits can be built.
There’s a lot to be excited about. One of the fields I think could really benefit is weatherizing and upgrading housing. Right now, we see weatherization providers who have to fill out paper forms or set up special data-sharing agreements with utilities in order to serve residents whose income qualifies them for the Low Income Home Energy Assistance Program and similar assistance. Making data-sharing faster and simpler makes it easier for people to apply for programs that they might be eligible for and it lets program delivery teams focus on their core mission of making homes safer and keeping utility bills affordable.
And this is just a microcosm of the opportunity that data-sharing could open up for commercial real estate, retail stores, and municipalities. These are entities that can’t always invest in smart energy management because they’re spending resources on getting their bills organized for accounting. I think what you are freeing up is a massive amount of time and energy that can go toward making buildings more efficient, more comfortable, and even more capable of flexing their demand with grid needs.
At the end of 2025 (heading into 2026) you noted how much national attention utility data access has received and that activity has only accelerated. What do you think is driving this escalation, and how is the conversation different now than it was a few years ago?
When the topic of whether customers could share their data with third parties emerged early in the days of advanced metering deployment, there was a lot of discussion about potential opportunities for customers to manage their energy usage but there wasn’t always direct evidence that regulators could look to. The situation is very different now—there is much wider recognition that customers and distributed energy resource providers need frequent, accurate data to manage demand. With that opportunity, though, comes so many possible use cases that the conversations can be challenging in scope. Are we talking about interval data, grid data, program data? So we went from some limited examples to a huge universe of opportunities, which can feel overwhelming. We spend a lot of time talking to utilities and regulators about how there are certain data sets that are more important than others for particular use cases.
The major driver for data access conversations most recently has been the growing call for load flexibility, specifically virtual power plants and FERC Order 2222. Allowing distributed energy resource aggregators to participate in day-ahead energy and capacity markets will require a massive volume of data, provided very quickly, and without room for error. For example, PJM will be requiring DERAs to submit revenue-quality interval meter data within one business day (Participation Model Slides). We are moving into a future where we’ll need a consistent, accurate flow of meter and telemetry data across market entities.
What’s the biggest risk if this moment of heightened activity doesn’t translate into more consistent, scalable data access solutions?
There are two big types of risk that could come if we delay developing scalable data access. First, there are numerous studies indicating that demand-side flexibility can be deployed faster than new supply can be built. If we can’t build a market based on a shared understanding of customer usage and load flexibility performance, we may experience price spikes and reliability challenges, which will create trust gaps for utilities and regulators.
Second, the world of privacy and security is evolving. Currently, many utilities share data with contractors based on PDF forms. The customer isn’t necessarily authenticated using technology best practices like one-time passcodes. Or customers give contractors their passwords so that those contractors can scrape the information they need from utility websites. This creates a huge risk for customer privacy and for security of their account information–the prevalence of web-scraping has been one of the major reasons why open banking laws have gotten traction in more countries, including Canada. These laws move data-sharing into secure APIs so that customers don’t share credentials. The desire to increase privacy and security is one of the reasons that more utilities are investing in practices like multi-factor authentication for their own web portals, but these kinds of practices are just as applicable when customers are sharing data with vendors.
People who don’t work regularly on software and information technology issues can sometimes underestimate their complexity. Because we work closely with utilities to pull data from different systems–customer information systems for account data, meter data management systems for interval data–we have an in-depth perspective on how challenging it can be to make that information match up. These kinds of systems may have been built a decade apart to address different purposes. The internal work it takes to be able to check an authorization, pull data from the right systems, consolidate it, and transform it into an appropriate format, can be extensive. Part of the value UtilityAPI brings is a decade of experience addressing this problem.
This sounds like a lot of work, but the flip side of the complexity of systems integration is that building those connections makes a lot of other programs and projects easier for the utility, beyond building a data platform. Once you’re able to coordinate interval usage and account data, it creates opportunities for time-varying rates and load flexibility. It can even make it easier for utility account managers and program administrators to identify candidates for deeper outreach. Maybe initially this work populates a platform where customers can share data with third parties, but it enables a lot of other opportunities.
There would be much greater recognition that customers have the right to access and share their own data, and the tools for that should look a lot like other industries. If I want to use Venmo, I don’t fill out a PDF form and send it to my bank. I securely link it to my bank account.
At one of my prior jobs, the human resources team would periodically require certain forms for compliance purposes. They always required us to fill out our start date, even though they identified us through other information. For years, I would have to double-check my calendar to put in the correct date.
Technical standards can make data transactions quick, secure, and accessible. When utilities provide data in standard formats like Green Button, it’s formatted to prevent data users from having to build systems to decipher each utility’s unique data fields. There are so many entities now, including retailers, aggregators, and real estate, that work with dozens of utilities in multiple states, so that is a real time-saver for them.
Layering user experience with technical standards is critical. Utilities are used to verifying customers in a certain way, like asking for account numbers, but that’s not what most modern online interactions look like. EnergyHub demonstrated how simple tweaks can improve user experience and lead to greater program enrollment without compromising customer privacy. In fact, by using software tools like APIs, user experience and privacy reinforce each other because customers can control what data is shared with which entities and for how long.
There would be much greater recognition that customers have the right to access and share their own data, and the tools for that should look a lot like other industries. If I want to use Venmo, I don’t fill out a PDF form and send it to my bank. I securely link it to my bank account. Now I don’t have to pay fees to transfer money to a friend or family member who uses a different bank.
Once we think in that vein, I think we can get out of the habit of just looking at data-sharing as a checkbox that utilities have to comply with just because they installed advanced meters. Instead, it’s a value that they can offer their customers. Their customers can use this information to budget, meet climate goals, and even participate in retail and wholesale demand response. Key account managers can move beyond downloading billing data and start working with customers to solve bigger energy problems.
Regulators have to take a very broad viewpoint because they’re considering the public interest. This means that they’re not just looking at impacts to utilities or utility customers, but also the outside entities that interact with the utility: independent power producers, retail suppliers, bill assistance providers. They may not regulate those entities, but those entities are critical to delivering safe, reliable, affordable, clean energy.
If we can move beyond compliance into thinking about how data access empowers customers to work with third parties, then by extension, we also need to think about the third-party experience and how they use customer data in their work flows. I would love to see regulators thinking about policy questions that impact third parties with an eye toward those entities being partners in the energy system. This involves asking questions like: Are utilities providing all of the data that third parties need to deliver the service the customer contracted for? Is that data accurate? Are third parties able to get registered? How can the utility leverage the same data exchange platform to serve more customer programs and get more efficiencies?
In doing this, regulators will also need to address consumer protections around third parties. Public utility commissions generally don’t regulate third parties like solar + storage companies–often, state attorneys general need to be involved. When it comes to data access, regulators may need to draw some careful lines that limit utilities’ liability for sharing authorized data with third parties and ensure customers have recourse with the appropriate legal entity. Commissions can play a valuable role by helping clarify these lines with the different entities involved–a much more productive place to be than limiting customers’ ability to share data because of ambiguity.
Fun Round
As Kelly makes clear throughout this conversation, utility data access is quickly becoming core infrastructure for the future energy system. From DERs and VPPs to customer experience and grid flexibility, the opportunities — and challenges — are only growing. Huge thanks to Kelly Crandall for taking the time to share her perspective and experiences with Building Baselines.