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US Department of Energy Federal Energy Management Program Energy Treasure Hunt Toolkit

The US Department of Energy’s Federal Energy Management Program (FEMP) aims to assist federal agencies and their stakeholders with their energy-focused goals, opportunities, and barriers. The program offers various technical trainings and resources to its stakeholders. One of these resources is an energy treasure hunt program. This report presents the FEMP energy treasure hunt toolkit, a technical resource designed for systematic application for federal facilities seeking to optimize their energy and carbon usage. The toolkit was designed to help facilitate energy-focused kaizen events, identify energy-saving recommendations, analyze identified opportunities, and provide the tools needed to detect actionable projects to advance federal facilities. Through a collaboration with the Oak Ridge National Laboratory team that executed the industrial-focused Better Plants energy treasure hunt program, a similar treasure hunt toolkit was designed for FEMP. The purpose of this report is to provide an overview of the treasure hunt process and FEMP toolkit capabilities.

29 ENERGY PLANNING, POLICY, AND ECONOMY↗

Incorporating Residential Smart Electric Vehicle Charging in Home Energy Management Systems

Electric vehicles (EVs) are expected to drastically increase residential electricity consumption and could provide a significant source of flexible demand. Aggregating smart EV charge controllers with other smart home devices through a home energy management system can lead to more optimal outcomes that benefit homeowners, utilities, and grid operators. Control strategies should consider occupant convenience by accounting for the need for fully charged EVs near the EV departure time. In this paper, we develop an EV charging framework that accounts for occupant convenience using OCHRE, a residential energy model, and foresee, a home energy management system. We simulate a community with high EV penetration and show that integrated, smart EV charging reduces peak demand and smooths night-time energy consumption. Simulation results show that the proposed control strategy nearly eliminates peak period EV charging and reduces the daily peak demand from EVs by 23%.

ADVANCED PROPULSION SYSTEMS,ENERGY CONSERVATION, C↗

A Two-Level Model Predictive Control-Based Approach for Building Energy Management including Photovoltaics, Energy Storage, Solar Forecasting and Building Loads

This paper uses a two-level model predictive control-based approach for the coordinated control and energy management of an integrated system that includes photovoltaic (PV) generation, energy storage, and building loads. Novel features of the proposed local controller include (1) the ability to simultaneously manage building loads and energy storage to achieve different operational objectives such as energy efficiency, economic cost efficiency, demand response and grid optimization through the design of specific power trajectory tracking performance functionals, (2) an energy trim function that minimizes the impact of solar forecasting errors on system performance, and (3) the design of a state of charge controller that uses day-ahead forecast of solar power and building loads to intialize energy storage at the start of each day. The local controller is tested in simulation using an exemplary system with PV generation, energy storage and dispatchable building loads. Two sample days with different PV forecasts and multiple case scenarios are considered, and the performance of the algorithm in managing the real and reactive net building load trajectories and the ramp rate of PV injections into the utility network are evaluated. The simulations are based on actual forecasted and measured PV data, and the results show that the local controller meets the tracking requirements for real and reactive power within the operating constraints of the building.

14 SOLAR ENERGY↗

ISO 50001-Based Energy Management Systems as a Practical Path for Decarbonization: Initial Findings from a Survey of Technical Assistance Cohort Participants

Organizations face rising pressure to take action to reduce their climate-affecting emissions (i.e., decarbonize). While many responses are possible, an essential approach—strategically managing their energy consumption as an essential business practice via an ISO 50001-based energy management system—is not yet widely recognized as a framework for decarbonization. This study analyzes interim survey results from 24 organizations (a 48% response rate) implementing a rigorous energy management system, one deployed by the U.S. Department of Energy as “50001 Ready”, to test whether participating organizations perceive the energy management system under development as an essential aspect of their decarbonization efforts. The results are preliminary in nature, given the ongoing nature of the program and associated data collection; however, they are sufficient to refute our hypothesis that energy management systems are perceived by organizations participating in 50001 Ready cohorts to primarily affect energy performance with little-to-no connection regarding decarbonization efforts. Major findings include that participants’ decarbonization targets and commitments are driven by market imperatives (highlighting the importance of ISO 50001 as a management system tool) and that they see energy efficiency as vital to decarbonizing. We conclude by suggesting future research directions to further establish the premise that energy management systems are an effective, efficient, and long-lasting decarbonization strategy.

29 ENERGY PLANNING, POLICY, AND ECONOMY↗

Best Practices for Plug Load Management Using a Building Energy Management System

The University of California San Diego (UCSD) successfully integrated PLCs with their BEMS, which resulted in 66% energy savings over one week across 25 plug loads (K. Chia et al. 2023). UCSD documented each step of this effort, highlighting best practices along the way, in their 10-page brief, "Best Practices for Plug Load Management Using a Building Energy Management System" (also referred to as "brief" in this document). This fact sheet provides highlights and key takeaways from UCSD's brief. The reader is encouraged to read UCSD's full brief if they wish to move forward with implementing PLC integration with their BEMS.

Building Energy Management System Integration↗

Impact of model predictive control-enabled home energy management on large-scale distribution systems with photovoltaics

Residential customers use more than one-quarter of the electricity in the world. Optimally managing home energy consumption is an effective way of easing the operational challenges facing the electric grid with increasing solar photovoltaics (PV). This paper studies the impact of the future proliferation of home energy management systems (HEMS) in the presence of PV on large-scale distribution systems. First, we present a stochastic HEMS model that minimizes residential customers' thermal discomfort and energy costs under uncertainty. The HEMS model schedules the optimal operations of residential appliances in the presence of PV within a mixed-integer linear programming-based model predictive control framework that links the proposed HEMS to a quasi-steady-state time-series simulation tool. Additionally, extensive simulations are conducted for a stand-alone residential home using two tariff structures and for 1977 homes on an 8,500-node distribution feeder. Simulation results quantify the impact of the future proliferation of HEMS on the large-scale distribution system with PV.

14 SOLAR ENERGY↗

Deep Cyber-Physical Situational Awareness for Energy Systems: A Secure Foundation for Next-Generation Energy Management

This document provides the final report for the CYPRES project. The purpose is (1) to highlight and summarize its major accomplishments and (2) to provide guidance on how its outcomes have informed and can inform important additional research and technology transfer. The goal of CYPRES was the research, development, and demonstration of a security-oriented next generation cyber-physical EMS for electric power systems that detects malicious and abnormal events through the fusion of cyber and physical data. To achieve this, the CYPRES project team researched, developed, and built a prototype of the solution, referred to as the CYPRES EMS. The CYPRES EMS is a proof-of-concept cyber-physical platform that demonstrates the management of the energy system, communications, security, and cyber-physical grid modeling and analytics. As part of the capabilities of the CYPRES EMS, the team designed and developed a suite of power system applications for monitoring, risk analyses, detection, and control that are inherently cyberaware. At its core, the project aimed to research, develop, and demonstrate a security-oriented next-generation cyber-physical Energy Management System (EMS) capable of detecting malicious and abnormal events through the innovative fusion of cyber and physical data. This approach represents a fundamental shift from traditional EMS, reimagining how critical infrastructure can be protected through unified cyber-aware and physics-aware secure data flow pipelines. The project’s cornerstone deliverable, the CYPRES EMS, serves as a proof-of-concept cyber-physical platform that revolutionizes the management of energy systems, communications, security, and cyber-physical grid modeling and analytics. This prototype implements a comprehensive suite of power system applications for monitoring, risk analyses, detection, and control, all designed with inherent cyber awareness. The system’s architecture extends from end-devices in the field through to control center applications, establishing a secure and resilient control framework that addresses the challenges posed by diverse devices of unknown trustworthiness connecting to modern power systems. Through this innovative approach to deep cyber-physical situational awareness, the CYPRES project not only advances the state-of-the-art in energy infrastructure protection but also establishes a new paradigm for how EMS can be designed, deployed, and operated in an increasingly complex threat landscape. The findings and developments from this project provide crucial insights for stakeholders across the energy sector, offering a blueprint for enhancing the reliability and resilience of our nation’s critical energy infrastructure in the face of evolving cyber threats.

24 POWER TRANSMISSION AND DISTRIBUTION↗

High-Power Electric Vehicle Charging Hub Integration Platform (eCHIP): Site Energy Management System Platform Development

A site energy management system is a critical component of future high-power EV charging hubs. It monitors and supervises all inter-hub operations, coordinates grid interactions, and implements energy management strategies and load-sharing controls at various levels and time scales. This report provides a comprehensive high-level overview and guidelines on the essential elements of such energy management systems. These elements primarily focus on the core functions, architecture, and monitoring aspects of site energy management. The core functions define the grid services and operational objectives that a charging hub is expected to provide and achieve. The architectural section investigates the coordination between hub assets, different control schemes, and their potential benefits and drawbacks. Lastly, the report discusses the needs, types, and functionalities of a monitoring and visualization system.

24 POWER TRANSMISSION AND DISTRIBUTION↗

Power Quality and Stability in a Cluster of Microgrids with Coordinated Power and Energy Management

Distributed Energy Resources (DER) such as photovoltaic (PV) systems and battery energy storage systems (BESS) can be operated collectively as microgrids. Microgrids can be effective in meeting local load requirements as well as in improving the power quality and stability in a modern power distribution system. Multiple microgrids can also be operated in a coordinated manner as a cluster, to improve the resiliency of the power distribution system. In the event of an outage caused by a transmission system failure, the microgrids in a cluster can use their distributed generation capacity and energy storage resources to recover and extend power availability to the critical loads in the system. In this paper, an illustrative cluster of two microgrids based on the IEEE 13-bus model with DERs has been used, to demonstrate the operation of the concept using real-time simulations. Using real-time simulations, capabilities such as switching reconfiguration following faults, identification of optimal DER placement for effective power quality management, and power electronic controller validation have been demonstrated. For the two-microgrid cluster, this paper also presents improvements in load voltage quality and

Chowdhury, Prithwiraj Roy↗

Of impacts, agents, and functions: An interdisciplinary meta-review of smart home energy management systems research

Smart home energy management technologies (SHEMS) have long been viewed as a promising opportunity to manage the way households use energy. Research on this topic has emerged across a variety of disciplines, focusing on different pieces of the SHEMS puzzle without offering a holistic vision of how these technologies and their users will influence home energy use moving forward. This paper presents the results of a systematic, interdisciplinary meta-review of SHEMS literature, assessing the extent to which it discusses the role of various SHEMS components in driving energy benefits. Results reveal a bias towards technical perspectives and controls approaches that seek to drive energy impacts such as load management and energy savings through SHEMS without user or third-party participation. Not only are techno-centric approaches more common, there is also a lack of integration of these approaches with user-centric, information-based solutions for driving energy impacts. Finally, these results suggest future work should investigate more holistic solutions for optimal impacts on household energy use. We hope these results will provoke a broader discussion about how to advance research on SHEMS to capitalize on their potential contributions to demand-side management initiatives moving forward.

32 ENERGY CONSERVATION, CONSUMPTION, AND UTILIZATI↗

Real-time Implementation of Grid Code Compliant Grid Edge Energy Management System

Integrated distributed energy resources (DER) in a distribution system need to follow grid codes to avoid violations that result in DER/circuit segment disconnection. To comply with grid code requirements at the grid edge level, network constrained grid edge energy management system (EMS) can be deployed. The objective of grid edge EMS is to provide economic solution for active and reactive power DER setpoints at each dispatch interval and ensure voltage regulation to support secure interconnection of the grid edge segment to the distribution system with multiple inverter based DER units. In this work, real-time simulation of grid code compliant grid edge EMS is deployed in a realistic feeder circuit segment. For real-time simulation, communication between the grid edge EMS and DERs is done exploiting IEC 61850-7-420. It enables interoperability among different DERs and grid edge EMS. No prior art has deployed IEC 61850-7-420 GOOSE communication protocol for grid edge EMS. Conversion of IEC 61850 GOOSE messages to Modbus communication protocol is also performed to communicate with grid edge EMS in commodity-off the shelf embedded boards in this work. The real-time simulation in OPAL-RT real-time digital simulator shows the out-performance of grid edge EMS by reducing the voltage violation in the distribution circuit.

Energy management system↗

Network Constraints Consideration for Grid-Edge Energy Management System

Increased deployment of distributed energy resources (DER) in distribution system is bringing need for enhanced grid intelligence, control, and flexibility. This is significant at the edge of the grid where DERs, loads or microgrids are located. Integrated DERs in a distribution system need to follow grid codes to avoid violations that results in DER disconnection. To comply with grid code requirements (e.g. IEEE 1547-2018) at the grid edge level, network constrained grid edge energy management system (GEEMS) is proposed in this paper. The objective of GEEMS is to provide economic solution for active and reactive power dispatch set-points at each interval and ensure voltage regulation to support secure interconnection of the grid edge segment to the distribution system. To evaluate the proposed GEEMS framework, four DERs are included into IEEE 13 bus system. GEEMS outperforms the existing economic dispatch-based energy management system by reducing the voltage violation.

Electric vehicle depot charging station↗

Microgrid Energy Management System Integration with Advanced Distribution Management System

The Integrated Distribution Management System (IDMS) project was initiated to demonstrate the interactive operation of microgrid systems and the distribution systems with which they interconnect. The key technologies for this are the microgrid management system and the utility distribution management system. The IDMS project successfully demonstrated that a utility’s advanced distribution management system/distributed energy resources management system (ADMS/DERMS) could effectively manage microgrids to provide visibility and control functionalities as well as use the microgrid as a dispatchable resource to support the utility grid. The DERMS accomplishes this by determining active and reactive power needs at the point of common coupling (PCC) using advanced applications like volt/VAR watt optimization (VVWO) and load relief (LR) with the underlying core applications state estimation (SE) and load flow (LF). The ADMS/DERMS can use the microgrid as a resource to resolve and prevent violations in the grid and to optimize the operational working state of the grid. The IDMS project demonstrated that a utility-operated ADMS with embedded DERMS functionality can flexibly manage a variety of microgrids and other aggregated distributed energy resources (DER) in concert with the wider distribution grid. Microgrids can provide grid services in any number of different ways to meet the operational needs of the distribution utility. The manner of aggregation — microgrid or virtual power plant — is not necessarily relevant to the utility as long as the grid services from the aggregated DER are available and can be managed by its ADMS/DERMS for the stability and reliability of the grid. The IDMS project demonstrated this integrated ADMS concept by combining hardware/software-in-the-loop testing with commercial products from different vendors and a utility’s network model. The project integrated the Schneider Electric EcoStruxure™ ADMS with DERMS with the Schweitzer Engineering Laboratories (SEL) POWERMAX ® Microgrid Control System, and the simulated resources with energy company PECO’s model of a utility-owned microgrid, establishing an operational relationship in which the utility manages the operational functionality of a microgrid at the PCC and that provides the utility with the capability to control the comprehensive power system, inclusive of the macrogrid and microgrid.

24 POWER TRANSMISSION AND DISTRIBUTION↗

Federal Energy Management Program

The Federal Energy Management Program (FEMP) helps federal agencies manage their building and fleet energy use by providing training, tools, technical assistance, and funding.

DOE↗

Energy Management Information Systems Cybersecurity Best Practices

Energy management information systems (EMIS) are a broad and rapidly evolving family of tools that monitor, analyze, and control building energy use and system performance. Critical systems are often integrated with or operate on the same networks as EMIS scope systems, necessitating stable, continuous, and secure communication. When connecting EMIS to building automation and utility control systems, there are also many physical assets that could cause harm to the building and its occupants if a malicious act or human error were introduced. It is imperative to ensure all EMIS scope systems are connected securely to the EMIS and do not open vulnerable pathways to other facility networks and operations. The Federal Energy Management Program (FEMP) promotes best practices for impactful utilization of EMIS at federal facilities. This best practice document is part of a series of fact sheets created to help accelerate the market adoption and use of EMIS in the federal sector. It provides an overview of required EMIS cybersecurity standards for compliance and authority to operate along with additional recommendations.

Cybersecurity↗

Energy Management Information Systems Cybersecurity Best Practices

Energy management information systems (EMIS) are a broad and rapidly evolving family of tools that monitor, analyze, and control building energy use and system performance. Critical systems are often integrated with or operate on the same networks as EMIS scope systems, necessitating stable, continuous, and secure communication. When connecting EMIS to building automation and utility control systems, there are also many physical assets that could cause harm to the building and its occupants if a malicious act or human error were introduced. It is imperative to ensure all EMIS scope systems are connected securely to the EMIS and do not open vulnerable pathways to other facility networks and operations. The Federal Energy Management Program (FEMP) promotes best practices for impactful utilization of EMIS at federal facilities. This best practice document is part of a series of fact sheets created to help accelerate the market adoption and use of EMIS in the federal sector. It provides an overview of required EMIS cybersecurity standards for compliance and authority to operate along with additional recommendations.

cybersecurity↗

RL-HEMS: Reinforcement Learning Based Home Energy Management System for HVAC Energy Optimization

Heating, ventilation, and air conditioning (HVAC) is one of the major energy consumers in the residential sector. It is important to be able to monitor and control the energy consumed to provide utility services such as load shaping while satisfying the comfort and economic constraints of the homeowner. The objective of this work is to create the optimal schedule for HVAC operation to reduce the cost while satisfying the home-owner and equipment’s constraints using a model-free Reinforcement Learning (RL)-based optimization. The specific goal is to find the right balance between reducing energy cost, consumption, and customer comfort level. Our research effort addresses this optimization problem using multiple components: the development of initial learning test-bed and implementation of RL techniques on a real home. This will enable the rapid evaluation of the RL techniques and provide an early baseline to train before implementation on site. The RL algorithm is designed to learn the energy use patterns and generate the optimized schedule for HVAC within an acceptable time-interval to satisfy the homeowner’s comfort and minimize the energy usage. Our preliminary results are promising and we have observed a 17% reduction in the total cost and a 15% reduction in the power utilization using our RL-based HVAC model—RL-HEMS.

Kotevska, Olivera↗