SEARCH · Engineering Papers

Results for “Organizational”

Search indexed NASA NTRS and DOE OSTI research on propulsion, heat transfer, battery materials and energy systems. Follow report and document links to the original sources.

SourceResearch connectionFrom yearThrough year

Quote a phrase for an exact phrase match. Source license links do not imply unrestricted reuse.

At least 91 records · Page 5

All sources NASA NTRS DOE OSTI

DOE OSTI2025

ALS-ENABLE: creating synergy and opportunity at the Advanced Light Source synchrotron structural biology beamlines

ALS-ENABLE is an integrated NIH P30 resource at the Advanced Light Source synchrotron at Lawrence Berkeley National Laboratory in Berkeley, California, USA. The resource provides a single portal to the combined mature structural biology technologies of macromolecular crystallography, small-angle X-ray scattering and X-ray footprinting mass spectrometry, and includes beamlines 2.0.1, 3.3.1, 4.2.2, 5.0.1, 5.0.2, 5.0.3, 8.2.1, 8.2.2, 8.3.1 and 12.3.1. This paper describes the organizational structure and the technologies of ALS-ENABLE. A case study showcasing the main technologies of the resource applied to the characterization of the SpyCatcher-SpyTag protein system is presented.

Ralston, Corie Y↗

DOE OSTI2024

The Challenges of Troubleshooting

Troubleshooting work presents electrical and other workers with a challenging combination of physical hazards, working conditions, and time pressure, which can lead to unwanted outcomes if not carefully managed.Summaries of several incidents in which workers were injured or at risk of injury while performing troubleshooting work are presented, identifying organizational weaknesses and error precursors that contributed to each incident.The primary challenges include:Deranged equipment. Equipment that needs troubleshooting is not in a normal operating condition. Actions that are safe when the equipment is in a normal state may not be safe in the deranged state.Work planning and control. The steps taken in troubleshooting are most often determined by the results of the immediately previous diagnostic test, making effective work planning challenging.Multiple types of hazards. Most equipment will present a troubleshooting worker with several types of hazards, including hazardous energy as defined in 29 CFR 1910.147. Portions of the troubleshooting activity may be infeasible without these hazards present.Time pressure. Restoring operation of failed equipment often involves an explicit or implicit sense of urgency.Equipment design and construction. The physical construction of the equipment in large part will determine to which hazards troubleshooters may be exposed. It will also determine which hazards may be encountered while performing the servicing needed to restore the equipment or system to operation.There are effective methods for addressing each challenge, most of which require a combination of advance preparation and management commitment.

Mertz, David E.↗

DOE OSTI2024

Linking Threat Agents to Targeted Organizations: A Pipeline for Enhanced Cybersecurity Risk Metrics

In this study, we present a methodology leveraging Large Language Models (LLMs) to transform Cybersecurity Threat Intelligence (CTI) narratives into actionable insights for individual organizations. Our approach automates the extraction of machine-readable adversary SKRAM (Skills, Knowledge, Resources, Authorities, and Motivation) attributes from open-source reports, extending LLM utility beyond typical interactions. This innovation enables precise, automated assessments of cybersecurity risks posed by various adversaries. Using a chain-of-thought and multi-shot prompting strategy, our methodology advances the automation of cybersecurity feature extraction for new machine-learning models that predict the risk of adversary targeting. This approach is refined using a substantial dataset of over 150 analyst-validated threat reports and synthetic organizational data from 900 companies. Here, by bootstrapping the training data with a rule-based heuristic over synthetic data, we have developed a high-accuracy machine-learning model that allows entities to dynamically prioritize threats and defensive actions.

Cyber Threat Intelligence↗

DOE OSTI2020

An Integrated Platform for Collaborative Data Analytics

While collaboration among data scientists is a key to organizational productivity, data analysts face significant barriers to achieving this end, including data sharing, accessing and configuring the required computational environment, and a unified method of sharing knowledge. Each of these barriers to collaboration is related to the fundamental question of knowledge management “how can organizations use knowledge more effectively?”. In this paper, we consider the problem of knowledge management in collaborative data analytics and present ShareAL, an integrated knowledge management platform, as a solution to that problem. The ShareAL platform consists of three core components: a full stack web application, a dashboard for analyzing streaming data and a High Performance Computing (HPC) cluster for performing real time analysis. Prior research has not applied knowledge management to collaborative analytics or developed a platform with the same capabilities as ShareAL. ShareAL overcomes the barriers data scientists face to collaboration by providing intuitive sharing of data and analytics via the web application, a shared computing environment via the HPC cluster and knowledge sharing and collaboration via a real time messaging application.

Oesch, T↗

DOE OSTI2026

Integrated System Planning: Emerging Software Requirements in the Power Industry

Power system planning software remains fragmented across organizational boundaries, with specialized tools for capacity expansion, production cost modeling, power flow, and dynamic analysis operating on incompatible data models and assumptions. This article argues that the fragmentation is not merely a technical problem but a predictable consequence of Conway's law: software architectures mirror the departmental structures within which they are developed. Regulatory milestones like Federal Energy Regulatory Commission (FERC) Order 888 formalized these divisions, but the roots trace back to the distinct engineering disciplines-mechanical, chemical, and electrical-that staffed generation and transmission planning departments in vertically integrated utilities. As the industry moves toward integrated system planning (ISP) that coordinates generation, transmission, and distribution investment decisions, the software ecosystem must evolve accordingly. We identify five categories of software requirements to enable this transition: coherent data inputs decoupled from individual applications, unified and extensible data schemas, modular component representations that support multiple abstraction levels, lifecycle management of planning datasets, and well-defined application programming interface (API) contracts that separate data exchange from algorithmic control. We examine how these requirements interact with three common workflow patterns-serial gate clearing, sequential multiapplication, and convergence oriented-and discuss the interface design principles each demands. We then outline a vision for platform-based planning architectures where specialized analytical services compose through standardized interfaces and where artificial intelligence (AI)/machine learning (ML) tools augment decision support within a disciplined software infrastructure. The practices proposed here offer a path from today's siloed tool collections toward collaborative planning ecosystems capable of handling the complexity of modern power system transformation.

24 POWER TRANSMISSION AND DISTRIBUTION↗

DOE OSTI2020

Opportunities for Clean Energy in Natural Gas Well Operations

The oil and gas industry is increasingly seeking operational improvements to reduce both costs and emissions while improving resilience against electric grid outages. This study describes techno-economic analysis of opportunities for distributed energy generation and storage technologies to support companies’ energy cost savings, clean energy, and energy resiliency goals. Specifically, the analysis evaluates solar photovoltaics (PV), distributed wind energy, and battery energy storage at hypothetical upstream well sites in the Marcellus Shale in Pennsylvania, both grid-connected and off-grid. Results indicate opportunity for solar PV to reduce operational costs. Additionally, these technologies reduce the site’s consumption of grid electricity and natural gas and thus can help reduce Scope 1 and 2 emissions associated with electricity and natural gas consumption. For each emissions reduction scenario, a cost of avoided emissions was calculated; these values can be compared to internal organizational value placed on emissions reductions, compared to other emissions reduction strategies such as energy efficiency, reducing flaring, and direct carbon capture and sequestration, and compared to existing (albeit limited) U.S. carbon markets such as California’s Low Carbon Fuel Standard. Results indicate that the associated costs of emissions reductions via distributed renewables are competitive with these options and markets. The study also explores the ability of these electric clean energy technologies to support site resiliency against utility outages.

42 ENGINEERING↗

DOE OSTI2022

Dynamic Role-Based Access Control Policy for Smart Grid Applications: An Offline Deep Reinforcement Learning Approach

Role-based access control (RBAC) is adopted in the information and communication technology domain for authentication purposes. However, due to a very large number of entities within organizational access control (AC) systems, static RBAC management can be inefficient, costly, and can lead to cybersecurity threats. In this paper, a novel hybrid RBAC model is proposed, based on the principles of offline deep reinforcement learning (RL) and Bayesian belief networks. The considered framework utilizes a fully offline RL agent, which models the behavioral history of users as a Bayesian belief-based trust indicator. Thus, the initial static RBAC policy is improved in a dynamic manner through off-policy learning while guaranteeing compliance of the internal users with the security rules of the system. By deploying our implementation within the smart grid domain and specifically within a Distributed Energy Resources (DER) ecosystem, we provide an end-to-end proof of concept of our model. Finally, detailed analysis and evaluation regarding the offline training phase of the RL agent are provided, while the online deployment of the hybrid RL-based RBAC model into the DER ecosystem highlights its key operation features and salient benefits over traditional RBAC models.

32 ENERGY CONSERVATION, CONSUMPTION, AND UTILIZATI↗

DOE OSTI2024

A Privacy-Preserving Cyber Threat Intelligence Sharing System

Cyber Threat Intelligence (CTI) is a key resource for developing defensive strategies against potential cyber adversaries. Entities typically access CTI through open-source platforms, national agencies, or specialized commercial services. However, the bi-directional exchange of CTI is hindered by organizational trust boundaries, which complicate the sharing processes between entities and CTI providers. Centralized CTI services benefit from receiving suspicious cyber observables such as IP addresses, domain names, and email addresses from various entities. The aggregation allows for the correlation of widespread adversarial activities to enhance the alert and response mechanisms across the network of involved parties. Despite these benefits, openly sharing such observables incurs potential legal, regulatory, and reputational risks for the disclosing entities.This paper introduces a system designed to facilitate the secure exchange of cyber observables across trust boundaries without compromising the anonymity of the sharing entities. Here, we propose an architecture that leverages common web protocols alongside zero-knowledge proofs to authenticate members while maintaining anonymity. Additionally, we outline a privacy model tailored for STIX (Structured Threat Information eXpression) cyber observables to minimize the risk of inadvertently disclosing private information. Through our threat models, we assess the privacy implications of our proposed system and demonstrate its potential to enhance collaborative cyber defense efforts without exposing entities to undue risk.

BBS+ Signatures↗

DOE OSTI2023

Embracing fine-root system complexity in terrestrial ecosystem modeling

Projecting the dynamics and functioning of the biosphere requires a holistic consideration of whole-ecosystem processes. However, biases toward leaf, canopy, and soil modeling since the 1970s have constantly left fine-root systems being rudimentarily treated. As accelerated empirical advances in the last two decades establish clearly functional differentiation conferred by the hierarchical structure of fine-root orders and associations with mycorrhizal fungi, a need emerges to embrace this complexity to bridge the data-model gap in still extremely uncertain models. In this work, we propose a three-pool structure comprising transport and absorptive fine roots with mycorrhizal fungi (TAM) to model vertically resolved fine-root systems across organizational and spatial–temporal scales. Emerging from a conceptual shift away from arbitrary homogenization, TAM builds upon theoretical and empirical foundations as an effective and efficient approximation that balances realism and simplicity. A proof-of-concept demonstration of TAM in a big-leaf model both conservatively and radically shows robust impacts of differentiation within fine-root systems on simulating carbon cycling in temperate forests. Theoretical and quantitative support warrants exploiting its rich potentials across ecosystems and models to confront uncertainties and challenges for a predictive understanding of the biosphere. Echoing a broad trend of embracing ecological complexity in integrative ecosystem modeling, TAM may offer a consistent framework where modelers and empiricists can work together toward this grand goal.

59 BASIC BIOLOGICAL SCIENCES↗

DOE OSTI2022

A structural description of the evolution of stakeholders and risk communication in the Department of Energy's defense nuclear facilities: Historical perspective, major stakeholders, and external events

Regulators and policymakers are routinely challenged with explaining complex concepts concerning risk. Part of the challenge is helping external and internal stakeholders to understand the context behind risk-related information and decisions. Here, this paper will describe the historical evolution of the safety and regulatory framework for an important category in the nuclear industry—defense nuclear facilities owned and operated by the US Department of Energy. In parallel with describing this evolution, three major events which occurred external to the complex of defense nuclear facilities will be summarized, and their impact on the maturation of the Department's safety and regulatory framework will be discussed. Finally, integrated with these two threads of discussion will be a chronicle of the changing set of involved organizations and the expanding set of external stakeholders involved in risk decisions—and therefore, the risk communications ecosystem surrounding defense nuclear facilities. It will be noted that this system was once describable as a classic “iron triangle,” but now has progressed to a complex network of federal and state organizations, numerous congressional committees, and expanding sets of external stakeholders. It is hoped that a comprehensive discussion of the context of risk assessment in the defense nuclear facilities complex—addressing historical insights, organizational evolution, and the maturing structure of regulation—will provide enhanced opportunities for building trust and understanding in this complex environment.

98 NUCLEAR DISARMAMENT, SAFEGUARDS, AND PHYSICAL P↗

DOE OSTI2024

Formation of a constructed microbial community in a nutrient-rich environment indicates bacterial interspecific competition

ABSTRACT Understanding the organizational principles of microbial communities is essential for interpreting ecosystem stability. Previous studies have investigated the formation of bacterial communities under nutrient-poor conditions or obligate relationships to observe cooperative interactions among different species. How microorganisms form stabilized communities in nutrient-rich environments, without obligate metabolic interdependency for growth, is still not fully disclosed. In this study, three bacterial strains isolated from the Populus deltoides rhizosphere were co-cultured in complex medium, and their growth behavior was tracked. These strains co-exist in mixed culture over serial transfer for multiple growth-dilution cycles. Competition is proposed as an emergent interaction relationship among the three bacteria based on their significantly decreased growth levels. The effects of different initial inoculum ratios, up to three orders of magnitude, on community structure were investigated, and the final compositions of the mixed communities with various starting composition indicate that community structure is not dependent on the initial inoculum ratio. Furthermore, the competitive relationships within the community were not altered by different initial inoculum ratios. The community structure was simulated by generalized Lotka-Volterra and dynamic flux balance analysis to provide mechanistic predictions into emergence of community structure under a nutrient-rich environment. Metaproteomic analyses provide support for the metabolite exchanges predicted by computational modeling and for highly altered physiologies when microbes are grown in co-culture. These findings broaden our understanding of bacterial community dynamics and metabolic diversity in higher-order interactions and could be significant in the management of rhizospheric bacterial communities. IMPORTANCE Bacteria naturally co-exist in multispecies consortia, and the ability to engineer such systems can be useful in biotechnology. Despite this, few studies have been performed to understand how bacteria form a stable community and interact with each other under nutrient-rich conditions. In this study, we investigated the effects of initial inoculum ratios on bacterial community structure using a complex medium and found that the initial inoculum ratio has no significant impact on resultant community structure or on interaction patterns between community members. The microbial population profiles were simulated using computational tools in order to understand intermicrobial relationships and to identify potential metabolic exchanges that occur during stabilization of the bacterial community. Studying microbial community assembly processes is essential for understanding fundamental ecological principles in microbial ecosystems and can be critical in predicting microbial community structure and function.

59 BASIC BIOLOGICAL SCIENCES↗

DOE OSTI2020

Finite-size effects in heavy halo nuclei from effective field theory

Abstract Halo/Cluster Effective Field Theory describes halo/cluster nuclei in an expansion in the small ratio of the size of the core(s) to the size of the system. Even in the point-particle limit, neutron-halo nuclei have a finite charge radius, because their center of mass does not coincide with their center of charge. This point-particle contribution decreases as $$1/A_\mathrm {c}$$ 1 / A c , where $$A_\mathrm {c}$$ A c is the mass number of the core, and diminishes in importance compared to other effects, e.g., the size of the core to which the neutrons are bound. Here we propose that for heavy cores the EFT expansion should account for the small factors of $$1/A_\mathrm {c}$$ 1 / A c . As a specific example, we discuss the implications of this organizational scheme for the inclusion of finite-size effects in expressions for the charge radii of halo nuclei. We show in particular that a short-range operator could be the dominant effect in the charge radius of one-neutron halos bound by a P-wave interaction. The point-particle contribution remains the leading piece of the charge radius for one-proton halos, and so Halo EFT has more predictive power in that case.

Physics↗

DOE OSTI2022

Essential Function Analysis Capability

The Essential Function Analysis Capability (EFAC) is an extension of the All Hazards Knowledge Framework (AHA) and is a dynamic analytical framework that enables critical infrastructure knowledge discovery and decision support across the five mission areas – prevention, protection, mitigation, response and recovery. EFAC provides the ability to store and model infrastructure systems as a linked multigraphs providing an intuitive and natural representation. These infrastructure systems can then be tied to the organizational and essential function breakdown of an entity. This capability provides the foundation to rapidly evaluate and understand the potential consequences of manmade and natural disaster on these infrastructure systems and essential functions.

Hoover, MichaelJ.↗

DOE OSTI2025

Optimal Mitigation Planning For Adversarial Scenarios

We propose a generalized framework which performs an optimal partitioning of a limited budget into various organizational sectors in order to improve the cybersecurity of a smart device or component in the Cyber Physical Energy System (CPS). The framework identifies the adversarial threats and possible attack sequences which can be performed to exploit cyber vulnerabilities of the component. Thereafter, we formulate an Mixed Integer Linear Programming (MILP) optimization problem which aims to evaluate the optimal budget partitions in order to minimize the number of highly likely attack sequences. Though we provide results for using the framework in CPES, the proposed methodology can be extended for multiple domains with a set of known adversarial and mitigation actions.

Purohit, Sumit [Pacific Northwest National Laborat↗

DOE OSTI2025

Open Source Software Prevalence Ingest Tool

The OSSP Ingest Tool accepts user-input organizational information, ingests IT/OT asset lists in Excel format, and ingests the associated CycloneDX SBOM's. It then performs analytics demonstrating the ability to answer the follow research questions: o RQ1. Ability to identify all OSS services running on, and all OSS components present within, an OT device o RQ1a: Ability to differentiate multiple versions of the same OSS component within each OT device. o RQ1b: Ability to differentiate running from not-running OSS components. o RQ1c: Ability to differentiate based on the originator of the component, because a supplier may have modified it after retrieval from the upstream software source. o RQ2. Ability to correlate the identity of a single OSS component across multiple OT devices, mitigating common name variations such as differences in capitalization, '-' vs '_', and so on. o RQ3. Ability to perform subset analysis of OSS components across multiple OT devices o RQ3a: Ability to perform subset analysis across OSS libraries, generating density & distribution graphs to identify commonly-used libraries and outliers. o RQ3b: Ability to perform subset analysis of a single OSS library, generating density & distribution by CI sector, by device type, by device make/model, and/or by firmware version. o RQ3c: Ability to perform subset analysis by grouping OSS libraries according to programming language, then overlay with RQ4b. o RQ3d: Ability to perform subset analysis by OSS upstream source, providing insight into degree of modifications performed by suppliers. o RQ4. Ability to identify dependencies (transitive and direct) of each differentiated OSS library within each OT device, and enable RQ1,2,3 iteratively for dependencies. o RQ1. Ability to identify all OSS services running on, and all OSS components present within, an OT device o RQ1a: Ability to differentiate multiple versions of the same OSS component within each OT device. o RQ1b: Ability Page

Kapadia, Shayna [Lawrence Livermore National Labor↗

DOE OSTI2025

A Data Processing Pipeline To Extract A Knowledge Graph From Heterogeneous Data For Socio-technical Analysis Of Critical Infrastructure Influence

The code is written in Python and consists of the following pipeline that is implemented in Apache Airflow. This pipeline intends to understand the companies that are directly or indirectly involved with a type of critical infrastructure system at some point in that system's lifecycle. The pipeline takes a configuration file that specifies a list of initial companies to consider, a geographic region of interest, and a set of SEC form types as well as other data sources (e.g. CrunchBase) from which to extract entities and relations. There are four main components to this pipeline as currently implemented: Entity Extraction, Network Construction, Analysis, and Visualization. First, Entity Extraction, is implemented as the `topear-extract_organizations` Apache Airflow workflow. Given an initial query that specifies a geographic region of interest and a time interval, the software will extract CI facilities of interest and organizations that have a direct influence relationship to those facilities (e.g. ownership). During the course of the LDRD, we focused on Electric Vehicle charging stations and this information is available via the Department of Energy (DOE) database on fueling stations maintained by NREL. Within the context of the DOE CESER project, we have focused on Battery Energy Storage Systems (BESS). Second, the Network Extraction component will iteratively construct a social network graph given the set of organizations and people extracted in the previous step. Organizations (and eventually People if desired) are then fed as a query to the `topgear-construct_social_network` Apache Airflow workflow which given a set of initial companies and data sets (e.g. SEC EDGAR form types, OpenCorporates, Crunchbase). This Airflow workflow will iteratively query such data sources to discover relationships with new organizations and people. For example, this module can iteratively query SEC EDGAR for metadata that documents the number of each type of form for the given set of companies and their location. This forms metadata represents a catalog of data sources from SEC EDGAR for the extracted social network knowledge graph. The pipeline then downloads these forms from the website and saves them in a build directory for further processing. These documents are then parsed for entities and relations. Again, we note that in additional to SEC data sources, this step can also pull in information on organizations via API services such as CrunchBase and OpenCorporates or bulk data sources. At the end of this step, the resultant social network, the Critical Infrastructure network, and the edges that encode relationships between organizations and CI facilities, form the Adversarial Socio-Technical Network (ASTN) that informs the analysis. Third, the Analysis component processes these generated ASTN. Previously, that has included the ability to compare prevalence of different vendors for a given infrastructure component type across different regions as well as identify common public and private investors across those vendors. This was demonstrated for EV Charging Stations across several different metropolitan areas within an IEEE PES GridEdge publication. More recently, we have looked at ways to identify infrastructure owners and operators of BESS with the most nameplate capacity across different states as well as other indictors of risk resulting from changes in ownership over time. Finally, the Visualization component consists of an HTML/CSS/JS framework by which users can interact geospatial, operational, and organizational relationships across a given portfolio of Critical Infrastructure facilities. The objective is to provide a library of UI/UX modules that can be repurposed for stakeholder-specific dashboards. All of the modules are related via a common event model that enables UI actions in one view to percolate across the other views.

Weaver, Gabriel [Idaho National Laboratory (INL), ↗

DOE OSTI2026

Robotic automation of maintenance work in nuclear power plants a cross-sector survey and roadmap

Nuclear power plants face increasing cost pressures, workforce constraints (aging workforce and skilled labor shortages), and safety requirements that are accelerating interest in robotic systems for inspection and maintenance. We conducted semi-structured interviews with personnel from seven U.S. nuclear utilities and compared deployment models, operational use cases, and integration practices with those reported by participants in the oil, gas, and petrochemical sector. In nuclear plants, robotic use remains concentrated in inspection—particularly indoor unmanned aerial vehicles and submersible remotely operated vehicles—with limited application to physical maintenance tasks. Reported near-term value includes reduced radiological and industrial risk, reduced outage labor, and improved data for planning and condition assessment. Key barriers include integration and data-interoperability constraints, operator qualification requirements, cybersecurity review burden, and difficulty demonstrating reliability in plant-representative environments. Cross-sector benchmarking highlights organizational and deployment practices that may help nuclear plants scale from pilots to routine use. We propose a deployment-oriented roadmap emphasizing modular payload strategies, representative qualification pathways and testing environments, and improved data governance to support safe and economically justified expansion of robotics in operating nuclear power plants.

11 - NUCLEAR FUEL CYCLE AND FUEL MATERIALS↗

DOE OSTI2025

Packages of Distributed Energy Technologies Demonstrating Demand Flexibility at Community Scale

The combination of increased electric load growth across all sectors, deferred electrical infrastructure investment, and other factors resulting in variable electric power supply, has created technical challenges to maintaining a resilient and reliable grid. Many federal, regional, and local efforts are in play to modernize the electric grid, including advancing building technologies and distributed energy resources (DERs) that are utilizing smarter controls to become responsive to both occupant and grid needs. This report reviews ten pilot projects demonstrating how groups of buildings combined with behind-the-meter (BTM) DERs such as electric vehicle (EV) charging, battery storage, flexible HVAC and domestic hot water systems, and photovoltaic systems can reliably and cost effectively provide grid services. Each of the ten pilot projects aim to deliver both energy efficiency and demand flexibility (DF) while supporting load growth. The ten demonstration teams are piloting flexible DER packages across diverse communities of residential and commercial buildings to address a variety of regional grid needs. The outcomes of these pilot projects will be used to inform future scaling through utility program development. This paper characterizes the ten teams, showcasing the decision-making process used by each group to develop their packages (Section 2), the grid services they plan to deliver (Section 3), the types of DER packages selected for deployment within building sectors (Section 4) and trends between building sector, DER types, and grid services In order to achieve community scale benefits, the pilot projects must utilize aggregated control mechanisms for coordinating buildings and DERs together. Several types of coordinated control architectures have evolved amongst the teams, influenced by use type, existing market conditions, and integration type. Three coordinated controls architectures have been characterized, highlighting their use cases, benefits, challenges, and tradeoffs in their design. These insights can aid utilities, control vendors, and developers in scaling community-level energy systems (Paul, 2024). Ultimately, the technology packages selected by the ten teams will be coordinated to provide power system services, also known as grid services. Insights from these demonstrations will be useful for grid operators, regulators, aggregators and other stakeholders as they look to deploy demand flexible resources as grid services in the future. The grid services that each team is targeting for demonstration are described in Section 3 and Section 4. Methods for evaluating the grid services have been described in the paper Metrics for Evaluating Grid Service Provision from Communities of Grid-interactive and Efficient Buildings and other DER (MacDonald, 2023). To identify technology packages for demonstration, Section 2 shows that project teams used a range of analysis approaches, including building energy modeling, AMI data analysis, cost-benefit frameworks, and utility pilot data. Some teams emphasized technical modeling to quantify grid impacts and demand reduction potential, while others prioritized economic evaluations, stakeholder input, or exploratory pilots to inform deployment decisions. This diversity reflects the need to tailor selection methods to project goals, available data, and organizational context. Section 5 discusses trends between the DER technologies deployed and the grid service provisions from each team. Residential buildings (multifamily and single family) lean towards technologies that enhance energy efficiency (e.g. weatherization upgrades, smart thermostats) and onsite power generation integration (e.g. solar PV). Commercial building demonstrations prioritize technologies that ensure operational reliability (e.g. battery storage) and centralized energy management systems and optimization solutions. Teams that are deploying controllable storage-based technologies are more likely to provide grid services that require a near real-time response. Teams incorporating load shifting technologies like smart thermostats with HEMs are likely to include energy markets participation and customer bill management offerings. Campus demonstrations are adopting diverse sets of DERs to emphasize renewable generation, paired with centralized control. This section also describes technologies that were considered during project planning but ultimately excluded from final deployment. These demonstrations reveal that effective DER package design should be tailored to building type, customer segment, and construction vintage. Multifamily buildings benefit from centralized HVAC upgrades and supervisory controls, while single-family homes are well-suited for individualized technologies like solar, storage, and smart home energy monitors. Commercial and campus settings prioritize EMIS integration and load optimization. New construction enables cost-effective integration of DER-ready infrastructure, whereas retrofits require deployments aligned with owner and tenant value streams. For utility program planners, early coordination with developers and building owners, paired with segmented and modular program offerings, can improve adoption, scalability, and grid impact.

24 POWER TRANSMISSION AND DISTRIBUTION↗