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Community Benefit Plans - Guidelines and Tips [Slides]

This document provides community benefits plans guidance for state energy programs. It includes best practices, step-by-step guidance, and tips for writing a project overview as well as developing the four required components of a CBP: Engaging Communities and Labor, Investing in America's Workforce, DEIA, and Justice40. It also explains various types of agreements that fall under the CBP umbrella, including community workforce agreements and project labor agreements. The intended audience is both applicants and reviewers.

29 ENERGY PLANNING, POLICY, AND ECONOMY↗

Abstract for CRADA between Mati Car bon PBC and NETL

The National Energy Technology Laboratory (NETL) will assist Mati Carbon PBC (participant) in the design and execution of their community benefits plan (CBP) for scaling Enhanced Rock Weathering (ERW) carbon dioxide removal (CDR) in Arkansas. ERW involves spreading finely crushed rocks in agricultural fields to speed up the dissolution and release of certain minerals that amend soil acidity, replenish soil nutrients, and simultaneously converting CO 2 from the atmosphere to Dissolved Inorganic Carbon (DIC). ERW not only removes CO 2 from the atmosphere but also has the potential to generate co-benefits for famers through cost reductions and increased crop yields. The collaboration between NETL and Mati Carbon, PBC (participant) will entail a detailed review of the economic, environmental and community impact of ERW in agricultural settings. This review will guide all project related decisions. It will provide a better understanding of the scale of these potential co-benefits and quantify community needs that ERW can address.

54 ENVIRONMENTAL SCIENCES↗

CarbonSAFE Phase II: Optimizing Alabama’s CO 2 Storage in Shelby County, Alabama (Project OASIS), Milestone M3 - Site Specific Drilling Report

The Phase II Storage Complex Feasibility project, entitled "Optimizing Alabama's CO 2 Storage in Shelby County, Alabama (Project OASIS)," is a part of the DOE/NETL's CarbonSAFE initiative. The Project is managed by the Southern States Energy Board (SSEB), and includes participation from Advanced Resources International, Inc. (ARI), Crescent Resource Innovation, Southern Company, Alabama A&M University, Auburn University, and Oklahoma State University. Project OASIS is working to establish the foundation for a commercial-scale geologic storage complex for CO 2 captured from Plant Gaston (home of the National Carbon Capture Center) and surrounding industrial sources of CO 2 located in Shelby County, Alabama. The Project objectives are: • Demonstrate that the subsurface saline formations at the storage complex can store commercial volumes of CO 2 safely and permanently. • Develop a comprehensive Community Benefits Plan. • Develop the infrastructure framework for a CO 2 storage hub. • Develop a rigorous risk registry and to conduct a comprehensive risk assessment. • Develop a monitoring plan. • Develop a comprehensive site characterization plan to support an Underground Injection Control Class VI Permit in a future Phase III program. • Evaluate the commercial viability of the project. Project OASIS is about 30 miles southeast of Birmingham, Alabama within a geologic province called the Valley and Ridge (Figure 1.1). The Valley and Ridge Province comprises a sequence of Paleozoic carbonate and clastic rocks that underwent structural deformation during the Alleghanian Orogeny. Storage prospects occur in relatively flat lying structural panels located between thrust faults. Available geologic studies related to hydrocarbon exploration suggest that Cambro-Ordovician carbonates and Cambrian clastic units offer multiple potential storage intervals, and that regional confining systems are present, such as the tectonically thickened Floyd-Parkwood Shale. The surface property is owned by a timber and land stewardship company, The Westervelt Company, Inc., who worked with the Project Team to select and prepare adequate sites for geologic assessment. The purpose of drilling the Westover Stratigraphic Test Well #2 was to collect geologic data to model the feasibility of commercial scale CO 2 injection and storage. This includes geological and geophysical evaluations, reservoir engineering analyses, and risk assessments.

20 FOSSIL-FUELED POWER PLANTS↗

A Community Energy Operations and Planning System: Concept, Use cases, Metrics, and Benefits

Community and city leaders are interested in achieving sustainability goals, providing resilient energy infrastructure, and improving economic competitiveness. Community-level data acquisition and analysis can provide energy and associated benefits that are not possible at the single building level. However, there is a lack of organizational structure, common semantic data models, interoperable systems, and methods to support data-driven decision-making for community-scale energy supply and demand systems. We explored the need and opportunity for a Community Energy Operations and Planning System (Community EOPS), a potential data exchange platform. We conducted “customer discovery” interviews, and reviewed literature, public tools, and technology platforms to identify key energy data “users” and use cases in communities. The key users of the Community EOPS could be developers of mixed-use districts, corporate, defense and university campus energy managers, and city managers of cities that own their energy utility. The value could be for community planning and reporting (for energy data-integrated land use planning and community infrastructure investments in microgrids, storage, district heating and cooling), energy efficiency (leveraging optimizations for community scale energy supply and demand), flexible load management (grid-edge load management to offset, shift, and flatten loads for multiple buildings and EV fleets), cost savings and revenue generation (participating in grid services), and social benefits such as energy resilience, equity, and awareness. We developed a conceptual Community EOPS architecture with recommendations for streamlined and prioritized data acquisition, sharing, and integration driven by prioritized use cases, common metrics, and actionable visualizations that can provide value to a community’s users.

Singh, Reshma↗

Equity-Centered Engagement Through Climate Resilience Policy in Massachusetts

Communities who experience disproportionate climate change impacts tend to be excluded from resilience planning. Those efforts typically follow top-down processes within established governance practices that are inaccessible to marginalized folks and reinforce inequalities. Regenerating the commons includes creating opportunities for everyone to meaningfully shape community resilience decisions and experience related benefits. Resilience planning that shifts power into communities and focuses on social vulnerability can affect how people survive and thrive in a climate changed world. The Massachusetts Municipal Vulnerability Preparedness (MVP) 2.0 program is an attempt to change the status quo in resilience planning by bringing new voices into decision-making power, recognizing their labor, addressing root causes of vulnerability, and investing in social infrastructure. It aspires to build capacity for equity-focused community engagement within teams of municipal staff and community liaisons, and ultimately build social capital and community cohesion. My research investigates implementation of this state grant program in several western Massachusetts towns. I am using document review, participant observation, and interviews to understand the MVP 2.0 process as written, how different towns navigate it, and how individuals make sense of their experiences in it. I seek to understand how those experiences explain relationships between engagement approaches, mediating factors, and process outcomes. I am interested in the conditions that allow for community empowerment and how a model like MVP 2.0 can shift conditions that hold systems in place. In a practical sense, our findings will help municipalities reflect on their work during MVP 2.0 and plan for future community engagement. They may be informative for designing future iterations of the MVP program and for other municipalities or offices of community engagement. The findings will also contribute to the participation, resilience, and climate justice literatures, by adding perspectives on equity-centered resilience and community engagement approaches in smaller towns and rural settings.

Callaham, Shannon↗

ARM FY2024 Aerosol Operations Plan

The Atmospheric Radiation Measurement user facility (ARM) deploys a suite of aerosol and trace gas (further mentions of aerosols will assume inclusion of trace gases) instrumentation at each of ARM's observatories. ARM currently deploys five Aerosol Observing Systems, one each at: Southern Great Plains (SGP); Eastern North Atlantic (ENA); ARM Mobile Fabilities (AMFI 1, 2, and 3). Aerosol measurements at ARM’s North Slope of Alaska (NSA) observatory have historically been made by the National Oceanic and Atmospheric Administration (NOAA) and provided to ARM through a collaboration. As ARM’s support for aerosol instrumentation increases, it is important for ARM to communicate plans and priorities for aerosol measurements to the community to maximize the benefit and planning around scientific activities and to advance confidence in ARM’s aerosol measurements. ARM will develop a yearly aerosol operations plan for the upcoming fiscal year (October 1-September 30) starting with FY24. This plan will be open and available through the ARM aerosol instrument webpages and will include: Review of the previous activities since the last plan (in this case, 2018); Planned activities and their priorities for the upcoming FY; Calibration timing and efforts; Planned activities for data products and value-added products (VAP).

54 ENVIRONMENTAL SCIENCES↗

Using Mapping Tools to Prioritize Electric Vehicle Charger Benefits to Underserved Communities

Mapping tools can play an important role in incorporating equity into planning, implementing, and evaluating investments in electric vehicle (EV) charging stations, also referred to as EV chargers or electric vehicle supply equipment (EVSE). Federal, state, and local organizations need methodologies for using mapping tools as they pursue equity-focused goals to ensure that the benefits of investments in EV chargers flow to energy and environmental justice (EEJ) underserved communities. This report provides examples of how to apply mapping tools to identify priority locations for installing EV chargers that may benefit EEJ underserved communities through four EV charger planning approaches: corridor charging, community charging, fleet electrification, and diversity in STEM and workforce development. It also explores various methodologies for calculating low-public EVSE density. Ensuring that the benefits of EV charger investments flow to underserved communities involves prioritizing locally identified needs and incorporating community input when choosing charging station locations. Installing EV chargers in a census tract identified as an EEJ underserved community does not inherently mean that those EV chargers provide benefits to residents of that community. In addition, representatives of historically disadvantaged communities or environmental justice communities have concerns that installing EV chargers in their communities could potentially exacerbate or propagate existing inequities. While the methodologies described in this report may help identify priority census tracts for equity-focused EV charger investment, additional community engagement and site evaluation are necessary to determine whether EV chargers are accessible, affordable, and convenient to EEJ underserved community residents and what benefits the local community is looking to realize with EV charger installations. This report is the culmination of many discussions with project leaders from DOE-funded projects deploying EV chargers in communities across the nation, organizations representing EEJ underserved communities, state agencies developing EV investment plans, utilities making major EV investments, and DOE national laboratory experts working in transportation electrification. The authors distributed a draft report for peer review, and reviewer comments are summarized in this report. These methodologies are likely to evolve as more EV charger funding programs are implemented and more real-world data is available to measure the effectiveness of strategies for incorporating equity in EV charger deployment projects. Continued efforts to document best practices and critically evaluate whether equity-focused programs achieve their goals are needed as transportation electrification proceeds at the local, regional, and national levels.

29 ENERGY PLANNING, POLICY, AND ECONOMY↗

A Shared Understanding and Paths Forward for Community Benefit Mechanisms: Workshop Summary Report

On October 7-8, 2024, the U.S. Department of Energy's Office of Energy Efficiency and Renewable Energy (EERE) and the National Renewable Energy Laboratory hosted an in-person workshop focused on research needs and strategies for community benefit mechanisms (CBMs) used in the deployment of renewable energy infrastructure. Community benefit mechanisms (such as community benefit agreements, funds, and donations) are used to provide increased benefits and/or mitigate negative impacts of energy development for the communities that are impacted. The workshop aimed to assess the current state of knowledge, tools, practices, and lessons learned, as well as to identify research and other work needed to improve the impact and effective implementation of CBMs. This report describes the purpose and structure of the workshop and summarizes key themes, questions, issues, and ideas that arose from the workshop.

29 ENERGY PLANNING, POLICY, AND ECONOMY↗

Community Solar

Community solar, also known as shared solar or solar gardens, is a distributed solar energy deployment model that allows customers to buy or lease part of a larger, offsite shared solar photovoltaic (PV) system and receive benefits of their participation.

achetypes of ownership↗

Community-Engaged Energy Transition Planning in Holyoke

The overarching motivation of this project is to provide stakeholder-engaged research and education to enable a clean, equitable, and resilient energy transition. Presently, low-income communities and people of color are disproportionately burdened by environmental harm, while also being routinely left out of planning processes and benefits from infrastructure improvements. The Energy Transition Institute (ETI) addresses these issues in three ways: community engagement, educating diverse future leaders, and cutting-edge research. As municipalities across the Commonwealth plan their transition to a climate-friendly energy system, research from ETI will advance technical and social understanding of heating electrification, energy storage, demand flexibility, reliability and resiliency of power distribution infrastructure, with attention to equity. This will benefit surrounding communities, cities and towns across Massachusetts, and the global research community

14 SOLAR ENERGY↗

Benefits and Burdens: Exploring the Role of Community Benefits in Wind Energy Development [Slides]

In this webinar hosted by the U.S. Department of Energy's WINDExchange initiative, NREL will provide an introduction to community benefit agreements (CBAs) and related funds and investments that serve as voluntary mechanisms that developers may utilize to provide additional financial and/or non-financial benefits for communities impacted by wind energy projects. Community benefits can come in different forms, be developed through diverse processes, and have varying impacts on key outcomes in the wind industry like project success and equity. This webinar explores the nuances of community benefits from multiple angles and provides insights that are relevant to land-based wind energy, offshore wind energy, and other renewable energy technologies.

17 WIND ENERGY↗

Strategic Planning for Energy-Resilient Communities

Distributed energy resources (DERs) offer flexibility and community benefits in both blue- and black-sky conditions. Outside of a power disruption, they can provide significant cost savings and reduce grid stress during times of high demand. During a disruption to the central grid, these technologies can meet critical energy needs through the use of battery storage. However, communities must consider many planning and design dimensions and tradeoffs to integrate energy systems that meet financial and resilience goals. This presentation, given at the 2026 State Energy Conference of North Carolina, defines resilience in an energy context, discusses strategies and best practices for planning resilient energy systems and sites, including resilience hubs and microgrids, highlights NLR tools and capabilities for helping communities in this space, and features successful case studies in North Carolina related to energy resilience.

24 POWER TRANSMISSION AND DISTRIBUTION↗

State Strategies for Valuing Distributed Energy Resources in Cost-Effective Locations

The deployment of Distributed Energy Resources (DERs), small-scale electricity generation sources or controllable loads connected to the distribution system or a facility served by the distribution system, can have wide-ranging and positive impacts for the electricity grid. Interconnecting a DER in a high-value location on the grid can unlock benefits beyond those that accrue to the off-taker or asset owner. When DERs are deployed optimally, not only can the individual consumer benefit, but the local utility, the electricity system, and other ratepayers can benefit as well. By engaging in locational DER planning, states can help protect their communities and ratepayers and can help ensure the reliability and resilience of the electricity system. This report explores states' role in better integrating locational value into DER siting and development. It first outlines some of the benefits that can be achieved through the deployment of DERs in high-value locations. It then looks at state policy and regulatory roles and the tools states can use to influence the location of DER development. The report next examines the challenges of locational DER planning, with a particular focus on the challenges that states face in influencing the location of DER development. It highlights three case studies from states that engaged in locational DER planning through the Multistate Initiative to Develop Solar in Locations that Provide Benefits to the Grid and then presents several lessons learned from these efforts. The final section of this report summarizes some recent publications related to locational value of DERs in the form of an abbreviated literature review.

14 SOLAR ENERGY↗

Social–ecological benefits of land–sea planning at multiple scales in Mesoamerica

Deforestation impacts the ecosystem services provided by downstream coral reefs to coastal communities in multiple ways, such as through increased sedimentation and nutrification. However, connections between terrestrial and marine ecosystems are generally assessed at a single scale and from an ecological perspective alone, limiting our understanding of how watershed management affects the benefits accrued by coastal communities at different scales. Here we explore how ecological and societal benefits of watershed interventions (restoration, protection and sustainable agriculture) differ when considered regionally versus nationally in the Mesoamerican Reef region, by using linked land–sea ecosystem service models. Results from a regional approach prioritize implementing interventions in larger multinational watersheds, leading to neighbouring nations benefiting from increased sediment retention and healthy corals. For the national prioritization approach, selecting for smaller watersheds within individual countries resulted in more societal benefits, particularly increased coastal protection and nature-based tourism, at the cost of improved coral health for neighbouring nations. Finally, we demonstrate how planning at multiple scales across the region can improve ecosystem and societal benefits, resulting in win–win outcomes.

59 BASIC BIOLOGICAL SCIENCES↗

Decarbonized Electric Grid: Defining, Measuring, and Integrating Decarbonization into Electricity Sector Policy and Planning

Traditionally, electric grid planning seeks to maintain safe, reliable, efficient, and affordable service for current and future customers. As policies, expectations of the energy system, and the threat landscape evolve, additional objectives for power system planners are emerging, including decarbonization, resilience, and equity. Renewable and clean energy goals, especially in the context of deep decarbonization strategies, are changing the mix of resources on the electric grid and prompting new considerations for grid architecture. The increased frequency and severity of extreme weather events over the last two decades, coupled with cybersecurity concerns, have elevated resilience as a key system need. More recently, there has been greater focus on equity and energy justice in grid planning to ensure that disadvantaged communities are not adversely affected by grid modernization and have equal access to its benefits. In response, new thinking around multi-objective decision planning is exploring improvements in grid planning processes to better integrate approaches to meet decarbonization, resilience, and equity objectives. To provide a foundation for this work, a series of white papers was produced to summarize these emerging objectives.

24 POWER TRANSMISSION AND DISTRIBUTION↗

Resilient Electric Grid: Defining, Measuring, and Integrating Resilience into Electricity Sector Policy and Planning

Traditionally, electric grid planning seeks to maintain safe, reliable, efficient, and affordable service for current and future customers. As policies, expectations of the energy system, and the threat landscape evolve, additional objectives for power system planners are emerging, including decarbonization, resilience, and equity. Renewable and clean energy goals, especially in the context of deep decarbonization strategies, are changing the mix of resources on the electric grid and prompting new considerations for grid architecture. The increased frequency and severity of extreme weather events over the last two decades, coupled with cybersecurity concerns, have elevated resilience as a key system need. More recently, there has been greater focus on equity and energy justice in grid planning to ensure that disadvantaged communities are not adversely affected by grid modernization and have equal access to its benefits. In response, new thinking around multi-objective decision planning is exploring improvements in grid planning processes to better integrate approaches to meet decarbonization, resilience, and equity objectives. To provide a foundation for this work, a series of white papers was produced to summarize these emerging objectives.

24 POWER TRANSMISSION AND DISTRIBUTION↗

Equitable Electric Grid: Defining, Measuring, and Integrating Equity into Electricity Sector Policy and Planning

Traditionally, electric grid planning seeks to maintain safe, reliable, efficient, and affordable service for current and future customers. As policies, expectations of the energy system, and the threat landscape evolve, additional objectives for power system planners are emerging, including decarbonization, resilience, and equity. Renewable and clean energy goals, especially in the context of deep decarbonization strategies, are changing the mix of resources on the electric grid and prompting new considerations for grid architecture. The increased frequency and severity of extreme weather events over the last two decades, coupled with cybersecurity concerns, have elevated resilience as a key system need. More recently, there has been greater focus on equity and energy justice in grid planning to ensure that disadvantaged communities are not adversely affected by grid modernization and have equal access to its benefits. In response, new thinking around multi-objective decision planning is exploring improvements in grid planning processes to better integrate approaches to meet decarbonization, resilience, and equity objectives. To provide a foundation for this work, a series of white papers was produced to summarize these emerging objectives.

24 POWER TRANSMISSION AND DISTRIBUTION↗