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All sourcesNASA NTRSDOE OSTI
DOE OSTI2025

Integrated Distribution Planning

The contemporary distribution planning landscape is comprised of an increasing number of factors that require integration into the engineering of the modern electric grid. Expectations for electric utilities to accommodate heightened awareness of stakeholders' interest in things like decarbonization, resilience and equity are growing. As these interests are formed into objectives, many jurisdictions will experience increasing levels of load modifying technologies like DER, building and industrial electrification and electric vehicles which prove not only to challenge the capabilities of the grid; but the processes by which planning for it is traditionally done. Other related factors that strain the conventional distribution planning mold are the swelling amount and sources of data associated with these technologies and the need it creates for improved capabilities in the processes and tools that manage it. As the complexity of the distribution system expands, so will the distribution system's effects on the transmission and generation systems that it is a part of. Forecasting distribution system load and DER are examples of areas where this complexity will manifest, and harmonizing distribution forecasting with transmission and generation forecasting requires higher amounts of intentionality as these typically separate processes become a solitary one. Of course, core activities do not cease as a utility begins to integrate these other factors, and in this webinar we explore specifics of how distribution planning can be expected to evolve as progress towards Integrated Distribution System Planning is made.

24 POWER TRANSMISSION AND DISTRIBUTION↗
DOE OSTI2017

Change in Brooklyn and Queens: How New York?s Reforming the Energy Vision Program and Con Edison Are Reshaping Electric Distribution Planning

The New York City boroughs of Brooklyn and Queens are undergoing a period of gentrification, infrastructure rebuilding, new construction, and load growth not experienced in decades. Significant numbers of residents are moving in, and structures that had been abandoned or were in disrepair are being refurbished and modernized to accommodate the burgeoning population. Homes, businesses, and industries are reviving areas long in decline, and Brooklyn's growth has made it the nation's fourth most populous city, according to the U.S. Census Bureau.

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DOE OSTI2023

State Energy Offices’ Engagement in Electric Distribution Planning to Meet State Policy Goals

NASEO and Berkeley Lab released a new publication on State Energy Offices’ Engagement in Electric Distribution Planning to Meet State Policy Goals. State and Territory Energy Offices develop plans, programs, policies, and projects that have a substantial impact on electric distribution systems. They also can participate in distribution system planning (DSP) processes to help ensure that utilities – consumer- and investor-owned – meet the state’s future energy needs. This paper recognizes the wide spectrum of roles that State Energy Offices can play in DSP processes, including planning for distributed energy resources and grid modernization. It highlights various examples of non-regulatory activities by State Energy Offices including planning, conducting studies, convening stakeholder processes, and implementing programs that inform and contribute to distribution system planning. It also provides examples of State Energy Offices’ engagement in proceedings before their respective public utility commissions. As State Energy Offices face myriad challenges associated with meeting state policy goals, preparing for anticipated rates of distributed energy resource deployment, addressing concerns regarding grid reliability and resilience, and recommending and making long-term investment decisions, the examples provided through this guide can serve as a resource in navigating those challenges.

24 POWER TRANSMISSION AND DISTRIBUTION↗
DOE OSTI2026

Integrating Resilience Planning in Distribution System Planning

Electric utilities, regulators, and stakeholders face increasing risks of severe storms, freezes, floods, and heat waves damaging grid infrastructure and causing power outages—and increasing risks of utility equipment igniting wildfires. At the same time, customer electricity rates have risen substantially in recent years, due in part to replacing aging infrastructure and improving resilience to natural hazards and physical threats. To address these challenges, utilities are beginning to move beyond traditional, siloed planning processes to balance resilience with other fundamental grid objectives such as affordability, reliability, safety, and serving new loads. This study presents a framework for states and utilities that want to advance integration of resilience and distribution planning processes to improve planning efficiency, better prioritize cost-effective grid expenditures, and balance planning objectives. The framework includes 7 key integration points between these planning processes: -Strategy process -Data -Threat assessments -Solution identification and prioritization -Optimization opportunities -Consideration of other grid needs -Metrics Lawrence Berkeley National Laboratory reviewed utility distribution system plans and interviewed subject matter experts to identify emerging practices for each of the 7 integration points. This report presents these practices, which can be used as a guide toward more holistic planning and cohesive investment strategies. It also includes 3 case studies to provide practical examples of how utilities apply such integrated planning processes: two pole hardening programs and one microgrid planning effort. The report concludes by identifying opportunities for future research.

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DOE OSTI2023

Integration of DER Adoption Forecasting into Distribution Planning: Cooperative Research and Development Final Report, CRADA Number CRD-11-00430 (Project H)

The objective of this project is to improve distributed energy resources (DER) technology, time, and locational impact analysis by incorporating customer adoption intentions and preferences into distribution planning and operations. The National Renewable Energy Laboratory (NREL) shall collaborate with EPRI staff to contribute to the development of methodology, literature review, analysis, and write-up for two sections of a report "Identification and Overview of Methods for Mapping DER Adoption Forecasts” and “Comparative Analysis of Methods for Mapping DER Adoption Forecasts."

14 SOLAR ENERGY↗
DOE OSTI2026

Netload Range Cost Curves for Coordinated Transmission-Distribution Planning Under DER Growth Uncertainty

The increasing penetration of distributed energy resources (DERs) requires better coordination between transmission and distribution (T&D) planning to ensure system security and cost efficiency. However, misaligned planning horizons, computational burdens, and privacy concerns hinder effective coordination, leading to either underutilized resources caused by overinvestments or reliability risks due to underinvestment. To address this challenge, we introduce netload range cost curves (NRCCs), a novel approach for managing long-term DER growth uncertainty through T&D coordination, while preserving existing data-sharing and regulatory structures. NRCCs provide pairs of (i) peak substation netload guarantees and (ii) corresponding distribution upgrade options and costs, enabling their seamless integration into transmission planning workflows. To compute NRCCs efficiently, we develop a transmission-aware distribution network planning (TADNP), which is subsequently integrated to an iterative computation procedure. These NRCCs are then embedded into an NRCC-informed transmission planning model to enable resource-efficient coordination. We illustrate our proposed approach with a case study based on realistic distribution and transmission systems in the San Francisco Bay Area, California. Our results indicate the possibility of dramatic savings in transmission investments by incorporating the proposed NRCC-integrated T&D coordination framework.

Li, Yujia↗
DOE OSTI2021

UT-GOM2-2 Prospectus: Science and Sample Distribution Plan

The University of Texas (UT), Genesis of Methane Hydrate in Coarse-Grained Systems: Northern Gulf of Mexico Slope Project (GOM2), will perform the UT-GOM2-2 drilling and coring expedition in the Terrebonne Basin, Gulf of Mexico outer continental shelf. This is the scientific plan for the acquisition, storage, analysis, and distribution of core and other collected samples for UT-GOM2-2.

03 NATURAL GAS↗
DOE OSTI2022

Advanced Metering Infrastructure for Distribution Planning and Operation: Closing the Loop on Grid-Edge Visibility

In the recent history of electric utilities, the potential to have visibility of the grid edge is gaining significance for the reliable planning and operation of a clean energy smart grid. Before the recent large-scale customer adoption of distributed energy resources (DERs), distribution networks were planned with a simpler fit-and-forget philosophy. The importance of customer-sited DERs to achieve climate change goals marks a major shift for utility operations. Changes to traditional fit-and-forget planning paradigms require better availability of grid-edge data. Smart metering is an enterprise-wide tool that is enabling visibility when and where it has been most needed. As of 2020, the rollout of smart metering, or advanced metering infrastructure (AMI), had reached more than 100 million meters in the United States, and nearly half of all electricity customers are now equipped with a smart meter (Figure 1). Smart meters are quickly becoming a ubiquitous data capture feature of smart grids. AMI enables utilities to record and measure electricity usage and power-flow metrics at a minimum of hourly intervals and at least once a day. At a minimum, AMI enables interval metering, automatic meter reading enabling accurate and time-interval billing, and the ability to provide feedback on customer energy consumption.

advanced metering infrastructure↗
DOE OSTI2020

Improving Cloud-based Performance of Distribution Planning - Improvements to GridLAB-D

This report provides a high-level summary of the improvements to the GridLAB-D distribution analysis software, including work with GridUnity to focus the areas of improvement and test the final implementation. The improvements allow repetitive, time-series-based simulations, such as renewable hosting capacity studies, to show a 30% or more improvement in execution time. All improvements from this project are available on GridLAB-D’s open-source repository, with most of the changes migrated into the upcoming version 4.3 release of the software.

97 MATHEMATICS AND COMPUTING↗
DOE OSTI2017

State Engagement in Electric Distribution System Planning

Electric distribution system planning is focused on assessing needed physical and operational changes to the local grid to maintain safe, reliable, and affordable service. While electric utilities have always engaged in this activity, the planning horizon has typically been short and involvement by state utility regulators minimal. Safety, reliability, and affordability remain top objectives for deeper state engagement in longer-term distribution system planning. Other drivers are proposed utility investments to replace aging infrastructure and modernize grids, opportunities to improve distribution system efficiency, enabling consumers to have greater control over energy costs and sources, and integrating higher levels of distributed energy resources (DERs) such as rooftop solar, distributed energy storage, and price-responsive demand. This report provides a snapshot of current state engagement in distribution system planning: •Part 1 describes activities in states that have adopted some elements of integrated distribution system planning and analysis (see Figure 1): New York, California, Hawaii, Massachusetts, and Minnesota. It summarizes their impetus for early action, stated goals, regulatory requirements, additional state activities related to distribution system planning, and next steps. •Part 2 covers a broader array of state approaches throughout the country. For example, some of these states have long-standing distribution reliability and performance codes, requiring regulated utilities to report regularly on poor-performing circuits and propose investments for improvements. Other states require regulated utilities to make filings related to proposed grid modernization investments. A growing number of states are beginning to consider comprehensive distribution system planning processes. As this report highlights, approaches vary significantly from state to state, in part stemming from differences in electricity market structure. States can learn from each other and tailor successful approaches to their unique circumstances. Reviewing the broad range of legislative and public utility commission activities described in this report is a useful starting point.

24 POWER TRANSMISSION AND DISTRIBUTION↗
DOE OSTI2023

Advancing Energy Equity Considerations in Distribution Systems Planning

Current distribution system planning (DSP) processes do not explicitly account for energy equity considerations, such as who is most affected by power system burdens, where those burdens are concentrated, and what investments can be made to improve baseline conditions. This paper proposes an iterative framework for advancing energy equity as an objective of the DSP process, showing how measurement strategies, or metrics (informed by conceptual foundations of energy justice), can be applied to benchmark equity performance at various stages. This methodology is applied for equity-aware distributed energy resource (DER) hosting capacity analysis and outage analysis to provide critical insights on infrastructure upgrade decisions compared to a business-as-usual (BAU) case. The analysis is performed on a taxonomy feeder representing the West Coast urban/semi-urban system with augmentation of electric vehicles (EVs) and rooftop solar photovoltaic (PV) generators. The study considers disadvantaged community (DAC) and non-disadvantaged community (NDAC) load regions to enable equity-aware simulations. The results demonstrate how equity-aware planning could reveal the limitations of the traditional DSP process as DAC regions are found to have lower DER hosting capacity and higher outage vulnerability. Overall, this work provides insights on the need to incorporate energy equity as an integral part of the DSP process.

Energy Equity, Distribution System Planning, DER a↗
DOE OSTI2024

State Requirements for Electric Distribution System Planning

Utilities have conducted distribution planning since they first began building and operating electricity systems. But filing these plans for regulatory and stakeholder review is a relatively recent phenomenon. This report summarizes legislative and regulatory requirements for regulated electric utilities to file some type of distribution system plan in 20 U.S. jurisdictions. Some plans focus on expedited cost recovery for certain types of distribution system improvements; other plans focus on investments for grid modernization or distributed energy resources. Increasingly, states are adopting requirements for Integrated Distribution Plans. Such plans provide holistic grid investment strategies that address state and local policies and increasing complexity at the grid edge. The report covers the following topics for distribution system plans, highlighting advanced practices: -State goals and objectives -Procedural requirements -Forecasting loads and distributed energy resources -Hosting capacity analysis -Baseline information requirements -Grid modernization strategy -Grid needs assessment -Non-wires solutions -Reliability and resilience analyses -Stakeholder engagement -Equity -Pilots -Coordination with other planning processes The report includes links to legislation; regulatory requirements, proceedings, and orders; and filed utility plans. The U.S. Department of Energy’s Office of Electricity provided funding support.

24 POWER TRANSMISSION AND DISTRIBUTION↗
DOE OSTI2025

Equity-driven Planning of Distributed Solar PV using Optimal Transport

Typically, distribution system planning processes do not explicitly incorporate energy equity considerations, such as identifying consumers most affected by energy costs and determining how investments in the distribution system can address existing energy burden imbalances. This paper proposes a novel optimal transport (OT)-based method to improve the energy burden distribution of consumers. The approach involves the strategic siting and sizing of solar PV in order to assist customers with high energy burden and improve the overall energy burden distribution of the community. The desired energy burden distribution is defined using the equal distribution equivalent (EDE) concept. The OT-based method is then used to estimate the distributed solar PV capacity to be installed at various locations and the tariffs to be adjusted, all while improving the energy burden distribution and providing valuable insights into distributed generation (DG) planning. The results on IEEE 37 bus test system demonstrate how DG planning, considering EDE and OT, can help reduce the energy burden of low-income consumers. Additionally, the approach also reveals optimal tariff adjustments needed to ensure revenue neutrality for distribution utilities.

Optimal transport, equal distribution equivalent, ↗
DOE OSTI2020

Cost and Efficiency Analysis for Hybrid AC/DC Distribution System Planning with PV and Battery

Distribution system planning is one of the main tasks for the electric utilities. Cost and energy efficiency are two main concerns in the distribution planning process. In this work, cost and efficiency analyses are conducted for the hybrid AC and DC distribution grids for the planning purposes. The IEEE 34-bus feeder has been applied for the case studies. The investment cost, operation and maintenance cost, replacement cost, etc., have been considered in the life cycle cost analysis. Power losses of both the AC and DC section are calculated with an open source simulation tool, the Open Distribution Simulator Software (OpenDSS). The proposed framework can be applied to quantitatively evaluate the cost and efficiency of hybrid AC and DC distribution grids and help comparing different planning options.

AC/DC hybrid system planning↗
DOE OSTI2019

Distribution Systems Planning and Analysis Framework for Indian Feeders: Preprint

Integration of distributed energy resources (DER) such as photovoltaics, electric vehicles (EVs) and battery energy storage systems (BESS) is expected to rapidly increase in distribution systems in India. These grid edge resources can have adverse impacts on the grid and can provide additional revenue streams as well. To mitigate these impacts distribution planning and analysis is required. So this paper presents a framework which can be used to complete all steps involved in distribution planning and analysis. This framework uses data in the same format as is readily available with Indian utilities and processes it to generate detailed feeder models and loading profiles. This framework already includes multiple DER use cases such as peak shaving for BESS and EV demand modelling and can be easily extended to simulate a number of additional use cases. All of these use cases can be simulated in parallel for multi-year time series simulations using an integrated command line interface. A suit of grid readiness metrics are then evaluated for each simulation to determine required network upgrades and associated costs.

24 POWER TRANSMISSION AND DISTRIBUTION↗
DOE OSTI2018

Distribution System Planning - State Examples by Topic

The U.S. Department of Energy (DOE) recently completed a study on how regulators in 16 states have dealt with questions related to distribution system planning (DSP) and distributed energy resource (DER) utilization. During the study, DOE and three of its national laboratories developed a significant amount of information on state-level activities including grid modernization planning; distribution planning; tools for integrating distributed energy resources (DERs) (e.g., hosting capacity analysis and tools for maximizing the value of DERs to the distribution system such as locational value analyses); and linkages between distribution planning and related processes such as cost recovery through general rate cases or rate surcharges. The Oregon Public Utility Commission (Commission) requested assistance from DOE on a list of specific questions related to DSP. The Commission was specifically interested in identifying guidance on the creation of comprehensive and transparent utility distribution system plans; on the linkages between such plans and other utility planning processes such as integrated resource planning; improved forecasting and representation of DERs in distribution system plans and other plans such as integrated resource planning; valuation of DERs; and a roadmap for optimized locational planning for DERs. In response to their interests, we have identified 1) specific topics from the original study that would be of assistance to the Commission and 2) states that could provide potential examples or templates to draw from. In this report, we have summarized and reorganized the pertinent original material by subject. We also developed a matrix that points to specific examples for each topic and provide one or two paragraph summaries of each possible template for each topic area with web links directly to the source documents. For some cases in which states have taken significant steps since the publication of the original DOE study, the original source information has been supplemented to ensure the information provided to the Commission remains current. Finally, we called out a small number of especially pertinent or immediately useful documents and have highlighted these in the introductory section. This report documents the material developed for the Oregon Commission by DOE.

24 POWER TRANSMISSION AND DISTRIBUTION↗