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Performance Assurance Planning Guide for Utility Energy Service Contracts: 2025 Edition

Administered by the U.S. Department of Energy's (DOE) Federal Energy Management Program (FEMP), the Utility Program has fostered collaboration among federal agencies and their serving utilities for more than 25 years. The Utility Program supports agencies using Utility Energy Service Contracts (UESCs), a well-developed, effective contracting vehicle that enable the latest approaches to cost-effective energy management at federal sites. Federal agencies have successfully used UESCs to award over 2,000 energy and water efficiency and renewable energy projects, investing approximately $\$$2.8 billion in furthering the Federal Government's efforts to reduce energy intensity. Authorized by 42 U.S. Code section 8256 (10 U.S. Code section 2913 for the Department of Defense), a UESC is a limited-source acquisition between a federal agency and an eligible serving utility for energy management services that generate savings from the implementation of energy- and water -conservation measures (collectively referred to as ECMs), with 42 U.S. Code section 8287 (Defense Federal Acquisition Regulation Supplement, Part 241), providing the term of a UESC, which may extend up to 25 years. Through a UESC, the utility partner assesses designs, and implements the desired ECMs - which can range from lighting retrofits and renewable energy systems, to combined heat and power plants or other technologies and strategies, and may provide financing for the project. The agency may use any combination of appropriations and third-party financing to pay for the project, providing useful flexibility. There is no limit to the project size, big or small, that can be implemented using a UESC. To assist agencies implementing a UESC, FEMP has developed a Utility Energy Service Contract Guide and this companion guidance document to help agencies and their utility partners better understand the best practices for to ensure UESCs continue to perform and generate savings throughout their performance period. These best practices utilize a combination of effective project management, communication, documentation, and a detailed Performance Assurance Plan. This plan is a project specific set of actionable protocols that define important tasks and responsibilities throughout the contract term and reflects the site conditions, complexities, agency capabilities, and operating and maintaining planned ECMs.

29 ENERGY PLANNING, POLICY, AND ECONOMY↗

Segmented Energy Routing for a Modular AC/DC Hybrid System

This article presents a modular ac/dc system with both distributed and centralized power ports for energy router (ER) applications. In each module of the described system, photovoltaic (PV) power generation units, battery-type energy storage (ES) units, and critical loads are connected to the cascaded H-bridge (CHB)-organized medium-voltage (MV) dc links, with fully distributed low-voltage (LV) dc power ports. Copies of modules share the centralized load bus and interact with an MV ac grid in parallel. Hybrid power port (HPO) assigns flexibility to the system but makes energy routings a necessity for stable operation. In this article, a segmented energy management strategy for the HPO-ER is proposed. In terms of the grid-side power transferring, the system ratings are intentionally designed to match significant power imbalance. Focally, a segmented energy management strategy is proposed to realize fully autonomous energy routing involving MV ac grid, distributed PV generations, distributed battery storages, and LV load. The system is proven to be stable using the derived impedance-based model considering the interaction between power blocks. The feasibility of the topology and control strategy is also verified through software simulation, laboratorial hardware prototype experiment, and hardware-in-the-loop (HIL) emulation.

24 POWER TRANSMISSION AND DISTRIBUTION↗

The current state of the industrial energy assessment and its impacts on the manufacturing industry

Energy-intensive manufacturing is the greatest contributor to the U.S. industrial energy consumption today. Globally, manufacturing facilities are being directed to reduce their energy consumption to prepare for a sustainable future. Industrial energy assessment plays a crucial role in helping facilities meet their energy efficiency goals by encouraging the implementation of cost-effective, energy-saving recommendations to the existing equipment and processes. Across the world, programs such as the U.S. Department of Energy (DOE) sponsored Industrial Assessment Centers (IACs) (operational across several states in the U.S. for over four decades), are transforming the future of industrial energy consumption by offering free industrial energy assessments to qualifying facilities. In this review paper, the industrial energy assessment approach and practices are comprehensively reviewed with focus on popular recommendations, procedures, and the current practices of the industrial energy assessment program. Specifically, opportunities for improvement in the most energy-intensive manufacturing processes are examined, concentrating on the energy savings and other non-energy benefits of each of these measures, such as cost savings and emissions reduction. Furthermore, this paper also reviews how these energy-saving opportunities are procedurally evaluated and how factors, such as level and cost of assessments, and assessment metrics, are currently defining industrial energy assessment. In final considerations, existing research on energy management, decarbonization through electrification, and renewable energy in industry is reviewed and discussed, and how these advancements will shape the future of industrial energy assessment is addressed through forward-looking lenses.

32 ENERGY CONSERVATION, CONSUMPTION, AND UTILIZATI↗

Cybersecurity Guidance for Distributed Energy Resource Management Systems (DERMS)

As part of the Securing Solar for the Grid (S2G): Cybersecurity for Solar Systems workshop at RE + in Las Vegas, Nevada, NREL researchers discuss an ongoing effort to develop cybersecurity guidance for vendors and operators of distributed energy resource management systems (DERMS). This guide will prioritize cybersecurity best practices that can be testing and developed for a potential future standard. This presentation will highlight NREL's ongoing work in this area and future areas of research.

cyber↗

EVSE Characterization: V2G EVSE Comparison

As part of the U.S. Department of Energy EVs@Scale consortium Next-Generation Profiles project, results and analysis from the characterization of high-power conductive and wireless charging infrastructure are presented. This characterization is conducted over a wide range of direct current (DC) current and DC voltage operation for nominal test conditions and off-nominal test conditions. Test plans and procedures were developed to define the test configurations and requirements, measurement parameters, and test procedures used throughout testing. Results from a 2024 study conducted on electric vehicle supply equipment (EVSE) characterization by the Idaho National Laboratory (INL) include two bi-directional vehicle-to-grid (V2G) capable EVSEs. These EVSE are referred to as V2G-EVSE9 and V2G-EVSE10. Laboratory testing is conducted at nominal test conditions to characterize the power transfer capabilities, efficiency, power factor, and other power quality metrics of the two DC EVSEs capable of V2G bi-directional power transfer. Results from testing show the performance is consistent for V2G-EVSE9 and V2G-EVSE10 when comparing charging to discharging performance, except for V2G-EVSE10 for power transfer when operating above 70% of the rated DC current. V2G-EVSE10 efficiency is >98% while charging and <91% while discharging at the same operating conditions, near maximum-rated current, at 300VDC. In contrast, V2G-EVSE9 results are consistent for charging and discharging. This EVSE is nearly 96% efficient while charging or discharging when operating over 50% of rated AC power. V2G EVSE performance is also characterized during off-nominal AC grid conditions involving AC voltage deviation (426 VAC to 518 VAC), AC frequency deviation of +2% (58.8 Hz to 61.2 Hz), and AC voltage harmonics injection. Many test conditions have little-to-no impact on performance characteristics of the two EVSEs; however, there are a few notable findings with significant power transfer capability impacts. AC voltage harmonics injection resulted in negative impacts on power quality attributes for both EVSEs, but with no impact on power transfer capability. Off-nominal AC voltage and frequency conditions resulted in unstable or lack of power transfer capability for both EVSEs. V2G-EVSE9 is unable to transfer power when AC voltage is >300V L-N. V2G-EVSE10 is unable to transfer power when AC frequency deviation exceeds +0.8%. V2G energy management system transient response and latency are quantified during laboratory testing. V2G-EVSE9 and V2G-EVSE10 utilize cloud-based V2G energy management systems that command the power transfer level between the EVSE and EV. The latency and response characteristics of the entire systems (web-based user interface, V2G energy management system, cellular communications, and EVSE response) are quantified through laboratory testing for V2G-EVSE9 and V2G-EVSE10. V2G-EVSE9 latency ranges from 0.8 to 1.8 seconds, whereas V2G-EVSE10 latency ranges from 3.4 to 8.8 seconds. The ramp rate to a change in power transfer request also differs between the two EVSEs. V2G-EVSE10 ramp rate ranges from 50% to -250% of rated AC power per second, whereas V2G-EVSE9 rate ranges from 95% to -95% of rated AC power per second. At the highest rate of change in power transfer, V2G-EVSE10 can change from full charge power to full discharge power in less than one second. The V2G EVSE characterization presented in this report provides valuable insights and results for use by numerous entities. This includes modeling and simulation organizations, decision makers, fleet planning, industry stakeholders, and many others involved with the development and deployment of electrified transportation technologies. Additional high-power DC chargers, bidirectional chargers, and inductive power transfer EVSE characterization results are anticipated from additional EVSE brands and models, which will be detailed in future publications in support of the U.S. Department of Energy EVs@Scale consortium Next-Gen Profiles project.

25 ENERGY STORAGE↗

Case Study: Field Evaluation of a Low-Cost Circuit-Level Electrical Submetering System

Circuit-level metering technologies provide the ability to monitor individual circuits within an electrical panel in a building, providing detailed power and energy consumption data at a much more granular level than was previously achievable in a cost-effective manner. While the fundamental hardware components of circuit-level—split-core current transformers (CTs) and power monitoring meters—have existed for some time, the new offerings in the market have tightly integrated these components, lower costs, and have streamlined data organization, transport, and access via software solutions accessible through web and application programming interfaces (API). NREL evaluated Meazon’s single-circuit metering system. The evaluation of the equipment under test (EUT) focused on three aspects: (1) accuracy of the data provided by the system, (2) ease of installation of this technology and ease of data integration into existing U.S. General Services Administration (GSA) analytics platforms, and (3) total cost of ownership and cost-effectiveness of the technology. The metering technology was tested in a field deployment where it was installed in low and high-voltage commercial electrical panels in the César E. Chávez Memorial Building in Denver, Colorado. The goals were to assess the metering accuracy, the ease of installation and data retrieval, and the total cost of ownership and cost-effectiveness. This technology proved easy to install by a certified electrician who completed the install of 6 meters in 2 separate panels (120/208 V and 277/480 V) and 2 circuit disconnects (along with associated commissioning) at the César E. Chávez Memorial Building in less than one day. The technology was installed in high- and low-voltage panels and with limited space in the electrical room, demonstrating the applicability of this technology to almost all commercial buildings in the GSA portfolio. Primary considerations for this technology include appropriate sizing of CTs for each circuit, selection of loads/circuits/panels that are of high value for detailed submetering (e.g., tailored for high-load devices), and how GSA would like to integrate these data with its existing energy management infrastructure. Through the field evaluation, we demonstrated data integration from the vendor system into the primary software component on the GSA enterprise-level energy management and information system, GSA Link. Data from the circuit-level metering were integrated into this platform and used to perform FDD. This demonstrated the ability of the EUT to augment existing energy management and information systems in buildings where GSA Link is deployed and provides a pathway for delivering FDD at other buildings throughout the portfolio.

29 ENERGY PLANNING, POLICY, AND ECONOMY↗

Co-simulation Framework for Community-scale Building-grid Integration [SWR-21-75]

Distributed energy resources (DERs), including rooftop solar, energy storage, and flexible loads, are gaining popularity as costs decline and as building owners and utilities realize their benefits. DERs can improve distribution system efficiency, help prevent the need for expensive grid upgrades, and increase the resilience of local communities. However, they can also cause difficulties in grid operations and can require controls to achieve their benefits. To address this challenge, NREL researchers have developed a community-scale solution that assesses the impacts of DERs and their control strategies on a distribution system. The framework has been shown to reduce solar photovoltaic (PV) curtailment to 0%, mitigate the adverse impact of solar variability on the distribution voltage, and provide up to 5-day critical load support during emergency events. Utilizing 5 different modules representing the feeder, buildings, home energy management systems, an aggregator, and a utility controller, NREL expects this simulation technology to play a critical role in the continued integration of DERs. According to the Energy Information Administration (EIA), solar curtailments accounted for 94% of the total energy curtailed in the California Independent System Operator (CAISO) in 2020. By enabling Independent System Operators (ISOs) and utility operators to bring solar curtailments to 0%, the electrical grid can become less dependent on fossil-fueled power generation sources. NREL's co-simulation framework contains five major components: Distribution Feeder Model: describes the distribution feeder topology using OpenDSS, including the locations of all DERs. Residential Building Model: simulates a large number of buildings at a high resolution using OCHRETM. The model is equipped to control equipment based on signals from an external module. The model includes major household appliances such as HVAC and a water heater, non-dispatchable load models, a distributed PV system, and a home battery system. Home Energy Management System: optimizes the controls for the devices in a home using foreseeTM. The control can adjust based on the user preferences including cost, comfort, and convenience. In hierarchical control scenarios, where the houses follow signals from an aggregator, the home energy management system provides a flexibility band with a range of power and follows the dispatch signals received from aggregator. Community-Level Aggregator: solves for optimal energy dispatch based on the flexibility bands received from each home and the grid service signal received from the utility controller. Utility-Level Controller: provides grid signals for voltage control using Distributed Energy Resources (DERs), such as solar systems, in the community.

Balamurugan, Sivasathya Pradha↗

Two-Stage Optimization Framework for Detecting and Correcting Parameter Cyber-Attacks in Power System State Estimation

One major tool of Energy Management Systems for monitoring the status of the power grid is State Estimation. Since the results of state estimation are used within the energy management system, the security of the state estimation process is most important. The focus research in this area is on detecting False Data Injection attacks on measurements. While this is important, State Estimation also rely on database that are used to describe the relationship between measurements and systems' states. This paper presents a two-stage programming framework to detect and correct attacks in the parameters of the measurement model used by the state estimation process in the Energy Management System. In the first stage, an estimate of the line parameters ratios are obtained. In the second stage, the estimated ratios from stage I are used in a Bi-Level model for obtaining a final estimate of the measurements' model parameters. Hence, the presented framework does not only unify the detection and correction in a single optimization run, but also provide a monitoring scheme for the SE database that is typically considered static. In addition, in the two stages, linear programming framework is preserved. For validation, the IEEE 118 bus system is used for implementation. The results of this paper illustrate the effectiveness of the proposed model for detecting attacks in the database used in the state estimation process.

state estimation, two-stage optimization, cyber-ph↗

A Distributed Trust Model Simulator for Energy Grid of Things Distributed Energy Resource Management System

The evolution of networks into more distributed, self-reliant nodes has mitigated single-point failures that plagued traditional centralized networks. Applied to power grids, distributed systems can increase the integrity and availability of grid services while also offering a power management solution. However, while distributed networks provide scalability, security, and sustainability compared to centralized networks, their distributed nature makes them harder for anomaly detection and prevention. Incorporating a Distributed Trust Model (DTM) System into an Energy Grid of Things Distributed Energy Resource Management System (EGOT DERMS) allows grid participants to be characterized and their communication to be analyzed for possible attacks. A Trust Model simulator is needed to evaluate and improve the DTM System.Trustworthiness is calculated using a Trust Model. While many trust models exist, most only consider 2-3 matrices to evaluate trust. The TM proposed in this thesis uses a Metric Vector of Trust (MVoT) monitoring 17 parameters when assessing trust. Moreover, unlike standard trust models, the proposed trust model establishes a method to test the trust between various actors within the network and probe the trust model itself. Using a Trust Model Simulator, MVoT calaculations, initial values, and parameters are fine-tuned to achieve high-confidence message classifications and minimize false positives. The DTM System and Trust Mode Simulation Suite allow for distributed trust evaluation with a real-time classification of EGOT DERMS actors, providing additional security for distributed systems.

32 ENERGY CONSERVATION, CONSUMPTION, AND UTILIZATI↗

Dirty dishes or dirty laundry? Comparing two methods for quantifying American consumers' preferences for load management in a smart home

One challenge of transitioning to renewable energy is that household electricity use and renewable generation are often misaligned. Smart home energy management systems hold promise for shifting usage to match generation, but these systems need to be designed with the occupants’ preferences in mind. The purpose of the present research is to compare two approaches for collecting and modeling consumers’ load management preferences, both of which are amenable to use in a home energy management system. Specifically, we examine the performance of Simple Multi-Attribute Rating Technique Exploiting Ranks (SMARTER) and Analytic Hierarchy Process (AHP) in quantifying consumers’ preferences regarding air temperature (air conditioning and heating), water heating, dishwashing, clothes washing and drying, monetary costs, environmental impacts, and comfort/convenience. Two studies are presented: Study 1 examines the SMARTER approach, and Study 2 focuses on the AHP approach. In both studies, online surveys (N SMARTER = 956 and N AHP = 1023) were conducted to elicit preferences from participants across the United States. The preferences modeled by both approaches were validated based on (a) their ability to predict participants’ choices in a Discrete Choice Experiment and (b) their convergence with previous research on load-shifting behavior. The validation procedure suggests that the SMARTER approach is superior in modeling consumers’ preferences for load management. Overall, this research lays the groundwork for designing a smart home interface capable of collecting occupants’ preferences and using those preferences to deliver improved occupant comfort, lower operating costs, reduced environmental impact, and more significant demand response than exists today.

32 ENERGY CONSERVATION, CONSUMPTION, AND UTILIZATI↗

Dual-Functional Thermocapacitive Heat Pump with Electrochemical Supercapacitors for Building Thermal Management and Energy Storage

Efficient heating and cooling technologies can help reduce the energy consumption and carbon emissions of buildings. This work explores the use of supercapacitive cells in a multifunctional, liquid-regenerated thermocapacitive heat pump that can provide electrical energy storage in addition to heating and cooling. A proof-of-concept prototype based on eight commercial supercapacitors and using deionized water as a liquid regenerator demonstrated cooling and energy storage capabilities. A peak cooling coefficient of performance (COPc) of 0.27 was achieved at a temperature drop of 0.24 K. The highest measured electrical energy storage density of the cells was 5.93 J cm-3, and the highest cooling power delivered relative to the volume of the cells was 0.58 mW cm-3. This work demonstrates the use of electrochemical energy storage devices in multifunctional equipment for thermal management in buildings.

25 ENERGY STORAGE↗

Advancing Construction through the Buildings Workforce: Preprint

Buildings are America's energy hogs, consuming over 70 percent of all electricity and over 50 percent of all natural gas produced across the country. Achieving a clean energy future requires us to reinvent how buildings manage energy resources and how consumers demand it. The U.S. Department of Energy is investing in a range of technological advancements that are paving the way to a future where buildings are no longer simply energy consumers, but rather are part of an integrated system that help manage energy resources in a way that supports the electricity grid. This paradigm shift presents an opportunity to increase the efficiency of the built environment, but will only be realized if we build a knowledgeable workforce to design, construct, and operate these high-performance buildings in step with the rate of technological advancement.

ENERGY CONSERVATION, CONSUMPTION, AND UTILIZATION↗

Best Practices for Enhancing Performance Contracts with Monitoring-Based Commissioning

Fact sheet highlights best practices for incorporating monitoring-based commissioning (MBCx), a type of energy management information system (EMIS), in performance contracts. It draws from the Federal Energy Management Program (FEMP) report, Enhancing Performance Contracts Using Monitoring-based Commissioning. MBCx is commercially available, yet is underutilized in performance contracts. MBCx can result in significant benefits for both a federal facility and the performance contractor.

EMIS↗

Hybrid-Electric Aero-Propulsion Controls Testbed Results with Energy Storage

Electrified aircraft propulsion (EAP) research is a priority of the National Aeronautics and Space Administration (NASA) for its potential to increase propulsion system efficiency, performance, and operability at the subsystem and vehicle levels while decreasing emissions. These EAP systems demand more advanced control algorithms due to increased complexity. NASA has developed a reconfigurable, hardware-in-the-loop rig to verify control algorithm performance using a sub-scale electro-mechanical system. A novel capability of this rig is the ability to test full scale EAP control algorithms on a sub-scale representation of the electro-mechanical system without turbomachinery/rotors. A novel feature is the use of a physical energy storage device within the electro-mechanical system. A dual spool, parallel hybrid-electric turbofan architecture and energy management control system is tested with the goal of verifying the ability to obtain turbomachinery model operability benefits while controlling sub-scale electro-mechanical hardware. Pre-test predictions of the turbofan model, control, and rig performance were obtained through simulation using a software model of the rig. Theoretical results showing the true performance of the turbofan model were obtained through a software simulation using full-scale mechanical shaft models. The paper compares theoretical, predicted, and actual test results from the turbofan model, energy management control and rig perspectives. The results show that the presence of sub-scale electro-mechanical hardware did not inhibit the energy management algorithm from achieving turbomachinery operability benefits.

hybrid↗

Hybrid-Electric Aero-Propulsion Controls Testbed Results with Energy Storage

Electrified aircraft propulsion (EAP) research is a priority of the National Aeronautics and Space Administration (NASA) for its potential to increase propulsion system efficiency, performance, and operability at the subsystem and vehicle levels while decreasing emissions. These EAP systems demand more advanced control algorithms due to increased complexity. NASA has developed a reconfigurable, hardware-in-the-loop rig to verify control algorithm performance using a sub-scale electro-mechanical system. A novel capability of this rig is the ability to test full scale EAP control algorithms on a sub-scale representation of the electro-mechanical system without turbomachinery/rotors. A novel feature is the use of a physical energy storage device within the electro-mechanical system. A dual spool, parallel hybrid-electric turbofan architecture and energy management control system is tested with the goal of verifying the ability to obtain turbomachinery model operability benefits while controlling sub-scale electro-mechanical hardware. Pre-test predictions of the turbofan model, control, and rig performance were obtained through simulation using a software model of the rig. Theoretical results showing the true performance of the turbofan model were obtained through a software simulation using full-scale mechanical shaft models. The paper compares theoretical, predicted, and actual test results from the turbofan model, energy management control and rig perspectives. The results show that the presence of sub-scale electro-mechanical hardware did not inhibit the energy management algorithm from achieving turbomachinery operability benefits.

hybrid↗

A Hybrid Fuel Cell and Battery Storage Power Management for Grid-Interactive EV Charging Station

With the increasing adoption of renewable energy sources in grid-interactive Electric Vehicle (EV) charging stations, the role of energy storage systems has become critical. While large energy storage systems have mitigated the intermittency of renewable energy, integrating multi-source energy management with prioritized charging can further enhance the reliability of charging stations (CS). This paper presents a decentralized energy management (DEM) approach combining battery energy storage (BES) and fuel cell (FC) systems using a rule-based line resistance correction droop (LRCD) control technique. The proposed droop control dynamically adjusts the gain to balance the state-of-charge (SoC) of the BES, enhancing power support longevity and improving battery life under varying capacity conditions by reducing current stress. Additionally, the paper addresses the challenges of using fuel cells in linear regions to optimize efficiency and manage various charging scenarios. The CS integrates unity power factor grid interaction, and power support for auxiliary loads, maintaining harmonic distortion within 5% during grid islanding. The approach evaluates DC bus voltage regulation under various scenarios of PV array power fluctuations and dynamic load variations, in both grid-connected and standalone operations. In conclusion, the proposed control strategy is validated on a laboratory prototype through various dynamic load variation and grid islanding scenarios.

Khalid, Mohd [Oak Ridge National Laboratory (ORNL)↗

Advanced Synchrophasor-based Application for Potential Distributed Energy Resources Management: Key Technology, Challenge and Vision

With an increasing number of distributed energy resources (DERs) integrating into the power system, the power grid is becoming more complex and uncertain. Owing to most of DERs are through grid-connected converters to integrate into the power system, the intermittent nature and resource-depended characteristic of the DERs are challenging their monitoring and control. Conventional synchronized measurement devices (SMDs) may be difficult to provide qualified data for DERs management for its accuracy and reporting-rate limitation. The monitoring systems developed basing on SMDs may be insufficient for depicting detailed dynamic manifestations of power systems with a high proportion integration of DERs. This paper shares some advanced synchrophasor-based applications developed in FNET/GridEye, which have a broad prospect for assisting system operator on the control and integration of the DERs.

Wang, Weikang↗

Expert systems applied to fault isolation and energy storage management, phase 2

A user's guide for the Fault Isolation and Energy Storage (FIES) II system is provided. Included are a brief discussion of the background and scope of this project, a discussion of basic and advanced operating installation and problem determination procedures for the FIES II system and information on hardware and software design and implementation. A number of appendices are provided including a detailed specification for the microprocessor software, a detailed description of the expert system rule base and a description and listings of the LISP interface software.

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