Energy efficiency - Customer energy management systems - Part 1: General requirements and architecture

IEC 63402-1:2025 specifies general requirements and the architecture between the Point of Common Coupling (PCC) and smart devices (SD) operating within the Smart Grid premises-side system (i.e. residential or commercial but not industrial premises). This document does not include requirements for: - safety - electromagnetic compatibility (EMC); - data security, as it is assumed that the underlying protocols will take the data security aspect into account - special equipment (e.g. legacy heat pumps) with a direct physical connection to the grid, as such equipment bypasses the customer energy manager (CEM) and is not HBES/BACS enabled (covered by other standards than the IEC 63402 series). This group EE publication is primarily intended to be used as an EE standard for the products mentioned in the scope, but is also intended to be used by TCs in the preparation of publications for products which are included in the boundary mentioned in the scope of this document. It has the status of a group energy efficiency publication in accordance with IEC Guide 118.

Energieeffizienz - Energiemanagementsysteme für Kunden - Teil 1: Allgemeine Anforderungen und Architektur

Efficacité énergétique - Système de gestion d'énergie client - Part 1: Exigences générales et architecture

L'IEC 63402-1:2025 spécifie les exigences générales et l'architecture entre le point de couplage commun (PCC) et les appareils intelligents (SD, Smart Devices) qui fonctionnent dans la partie "locaux" du réseau intelligent (c'est-à-dire les résidences ou les bâtiments commerciaux, mais pas les locaux industriels). Le présent document ne traite pas des exigences relatives aux aspects suivants: - la sécurité; - la compatibilité électromagnétique (CEM); - la sécurité des données, dans la mesure où les protocoles sous-jacents sont réputés prendre en compte l'aspect sécurité des données; - les équipements spéciaux (par exemple, pompes à chaleur classiques) avec un raccordement physique direct au réseau, dans la mesure où ce type d'équipement contourne le gestionnaire d'énergie client (CEM, Customer Energy Manager) et n'est pas activé par un système HBES/SGTB (traités dans d'autres normes que la série IEC 63402). Elle a le statut d’une publication groupée sur l’efficacité énergétique conformément au Guide 118 de l’IEC.

Energijska učinkovitost - Sistemi za upravljanje energije odjemalcev - 1. del: Splošne zahteve in arhitektura (IEC 63402-1:2025)

General Information

Status
Published
Publication Date
28-Aug-2025
Current Stage
6060 - Document made available - Publishing
Start Date
29-Aug-2025
Due Date
30-Sep-2024
Completion Date
29-Aug-2025

Relations

Standard
EN IEC 63402-1:2025 - BARVE
English language
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Standards Content (Sample)


SLOVENSKI STANDARD
01-oktober-2025
Nadomešča:
SIST EN 50491-12-1:2018
Energijska učinkovitost - Sistemi za upravljanje energije odjemalcev - 1. del:
Splošne zahteve in arhitektura (IEC 63402-1:2025)
Energy efficiency - Customer energy management systems - Part 1: General
requirements and architecture (IEC 63402-1:2025)
Energieeffizienz – Energiemanagementsysteme für Kunden - Teil 1: Allgemeine
Anforderungen und Architektur (IEC 63402-1:2025)
Efficacité énergétique - Système de gestion d'énergie client - Part 1: Exigences
générales et architecture (IEC 63402-1:2025)
Ta slovenski standard je istoveten z: EN IEC 63402-1:2025
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.

EUROPEAN STANDARD EN IEC 63402-1

NORME EUROPÉENNE
EUROPÄISCHE NORM August 2025
ICS 03.100.70; 27.015; 29.020 Supersedes EN 50491-12-1:2018
English Version
Energy efficiency - Customer energy management systems -
Part 1: General requirements and architecture
(IEC 63402-1:2025)
Efficacité énergétique - Système de gestion d'énergie client Energieeffizienz - Energiemanagementsysteme für Kunden
- Part 1: Exigences générales et architecture - Teil 1: Allgemeine Anforderungen und Architektur
(IEC 63402-1:2025) (IEC 63402-1:2025)
This European Standard was approved by CENELEC on 2025-07-31. CENELEC members are bound to comply with the CEN/CENELEC
Internal Regulations which stipulate the conditions for giving this European Standard the status of a national standard without any alteration.
Up-to-date lists and bibliographical references concerning such national standards may be obtained on application to the CEN-CENELEC
Management Centre or to any CENELEC member.
This European Standard exists in three official versions (English, French, German). A version in any other language made by translation
under the responsibility of a CENELEC member into its own language and notified to the CEN-CENELEC Management Centre has the
same status as the official versions.
CENELEC members are the national electrotechnical committees of Austria, Belgium, Bulgaria, Croatia, Cyprus, the Czech Republic,
Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, the
Netherlands, Norway, Poland, Portugal, Republic of North Macedonia, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland,
Türkiye and the United Kingdom.

European Committee for Electrotechnical Standardization
Comité Européen de Normalisation Electrotechnique
Europäisches Komitee für Elektrotechnische Normung
CEN-CENELEC Management Centre: Rue de la Science 23, B-1040 Brussels
© 2025 CENELEC All rights of exploitation in any form and by any means reserved worldwide for CENELEC Members.
Ref. No. EN IEC 63402-1:2025 E

European foreword
The text of document 23K/120/FDIS, future edition 1 of IEC 63402-1, prepared by SC 23K "Electrical
Energy Efficiency products" of IEC/TC 23 "Electrical accessories" was submitted to the IEC-CENELEC
parallel vote and approved by CENELEC as EN IEC 63402-1:2025.
The following dates are fixed:
• latest date by which the document has to be implemented at national (dop) 2026-08-31
level by publication of an identical national standard or by endorsement
• latest date by which the national standards conflicting with the (dow) 2028-08-31
document have to be withdrawn
This document supersedes EN 50491-12-1:2018 and all of its amendments and corrigenda (if any).
Attention is drawn to the possibility that some of the elements of this document may be the subject of
patent rights. CENELEC shall not be held responsible for identifying any or all such patent rights.
Any feedback and questions on this document should be directed to the users’ national committee. A
complete listing of these bodies can be found on the CENELEC website.
Endorsement notice
The text of the International Standard IEC 63402-1:2025 was approved by CENELEC as a European
Standard without any modification.
In the official version, for Bibliography, the following notes have to be added for the standard indicated:
IEC 61850-7-3 NOTE Approved as EN 61850-7-3
IEC 61968 (series) NOTE Approved as EN IEC 61968 (series)
IEC 61970 (series) NOTE Approved as EN IEC 61970 (series)
IEC 62056 (series) NOTE Approved as EN 62056 (series)
IEC 62325 (series) NOTE Approved as EN IEC 62325 (series)
IEC 62443 (series) NOTE Approved as EN IEC 62443 (series)
IEC 63110 (series) NOTE Approved as EN IEC 63110 (series)
IEC 63402-2 (series) NOTE Approved as EN IEC 63402-2 (series)

IEC 63402-1 ®
Edition 1.0 2025-06
INTERNATIONAL
STANDARD
NORME
INTERNATIONALE
GROUP ENERGY EFFICIENCY PUBLICATION
PUBLICATION GROUPÉE SUR L'EFFICACITÉ ÉNERGÉTIQUE
Energy efficiency - Customer energy management systems -
Part 1: General requirements and architecture

Efficacité énergétique - Système de gestion d'énergie client -
Partie 1: Exigences générales et architecture
ICS 03.100.70, 27.015, 29.020 ISBN 978-2-8327-0498-1

IEC 63402-1:2025-06(en-fr)
IEC 63402-1:2025 © IEC 2025
CONTENTS
FOREWORD . 3
INTRODUCTION . 5
1 Scope . 6
2 Normative references . 6
3 Terms, definitions and abbreviated terms . 6
3.1 Terms and definitions . 6
3.2 Abbreviated terms. 9
4 Design considerations . 9
4.1 General . 9
4.2 Data security and privacy design guidelines . 10
4.2.1 General. 10
4.2.2 Data security and privacy on the Smart Grid side . 10
4.2.3 Data security and privacy on premises side . 10
4.2.4 Customer Energy Manager system security . 10
4.3 Device type agnostic energy management . 10
4.4 Clock alignment . 10
4.5 Energy management system resilience . 11
5 Background . 11
6 Smart Grid premises architecture . 14
6.1 Single CEM energy management architecture . 14
6.1.1 General. 14
6.1.2 Interface S0 . 17
6.1.3 Energy Management Gateway (EMG) . 17
6.1.4 Interface S1 . 17
6.1.5 Customer Energy Manager (CEM) . 17
6.1.6 Interface S2 . 18
6.1.7 Interface M1 . 19
6.1.8 Resource manager . 19
6.1.9 HBES, SASS and smart devices . 19
6.1.10 Single CEM energy management architecture including EV . 19
6.1.11 Single CEM energy management architecture with increased resilience. 21
6.2 Cascaded CEM energy management architecture . 21
6.2.1 General. 21
6.2.2 Interface S0 . 22
6.2.3 Energy Management Gateway . 22
6.2.4 Interface S1 . 22
6.2.5 Interface S3 . 22
6.2.6 Interface M1 . 22
6.2.7 BEM . 23
6.2.8 PCC monitor . 23
6.2.9 CEM . 24
6.2.10 S2 Interface . 24
6.2.11 Resource manager . 24
6.2.12 Cascaded CEM energy management architecture with EV . 24
7 User stories and use cases . 25
7.1 Requirements for interoperability . 25
IEC 63402-1:2025 © IEC 2025
7.2 Determining the requirements for interface S2 . 25
7.3 Extensibility of interface S2 use cases . 25
Annex A (informative) Use case example . 26
Annex B (informative) Some CEM energy management architecture examples with
different loads / generators . 28
B.1 CEM energy management architecture with PV . 28
B.2 CEM energy management architecture with battery . 29
B.3 CEM energy management architecture with CHP . 29
B.4 Cascaded CEM energy management architecture . 30
Bibliography . 31

Figure 1 – Future electricity network . 12
Figure 2 – Abstract view of Future Electricity Network described by the Smart Grid
Reference Architecture (SGAM) Model . 13
Figure 3 – Graphical representation of a Premises Smart Grid system . 14
Figure 4 – Single CEM energy management architecture . 15
Figure 5 – Single CEM energy management architecture with a divided Actor B . 16
Figure 6 – IEC TC69 Information document (69/927/INF): "Overview of E-Mobility High-
level Communication Protocols" . 20
Figure 7 – Single CEM energy management architecture including an EV . 20
Figure 8 – Single CEM energy management architecture with increased resilience . 21
Figure 9 – Cascaded CEM energy management architecture . 22
Figure 10 – Cascaded CEM energy management architecture with EV . 24
Figure A.1 – Sequence diagrams of the example use case . 27
Figure B.1 – CEM energy management architecture with PV . 28
Figure B.2 – CEM energy management architecture with battery . 29
Figure B.3 – CEM energy management architecture with CHP . 29
Figure B.4 – Cascaded CEM energy management architecture . 30

IEC 63402-1:2025 © IEC 2025
INTERNATIONAL ELECTROTECHNICAL COMMISSION
____________
Energy efficiency - Customer energy management systems -
Part 1: General requirements and architecture

FOREWORD
1) The International Electrotechnical Commission (IEC) is a worldwide organization for standardization comprising
all national electrotechnical committees (IEC National Committees). The object of IEC is to promote international
co-operation on all questions concerning standardization in the electrical and electronic fields. To this end and
in addition to other activities, IEC publishes International Standards, Technical Specifications, Technical Reports,
Publicly Available Specifications (PAS) and Guides (hereafter referred to as "IEC Publication(s)"). Their
preparation is entrusted to technical committees; any IEC National Committee interested in the subject dealt with
...

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