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At least 19 records
All sourcesNASA NTRSDOE OSTI
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 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.

24 POWER TRANSMISSION AND DISTRIBUTION↗
DOE OSTI2020

Electric Distribution System Planning with DERs - High-level Assessment of Tools and Methods

This document addresses analytical tools and methods to support electric distribution system planning with distributed energy resources (DERs) and grid modernization, drawing on leading-edge research and examples from around the United States. In this report, tools include computer models and software, as well as other analytical aids and practices that support distribution system planning. At its core, distribution system planning is about supporting investment decisions. Enhanced and integrated distribution system planning allows utilities to move from a passive reactive role to smart proactive planning with respect to DERs. Distribution system planning can increase transparency around utility distribution system investments before they are brought to the regulatory body for cost recovery, can support deferring traditional infrastructure investments, and can provide information and incentives to customers and third parties about where DERs can help the grid. A growing number of states are beginning to consider a comprehensive distribution system planning process that addresses the costs and benefits of DERs, reflects more choices coming from the customer/third-party domains, is integrated with resource and transmission planning, and incorporates planning scenarios that reflect the dynamic and changing nature of the electricity system

24 POWER TRANSMISSION AND DISTRIBUTION↗
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↗
NASA NTRS2002

Planning Systems for Distributed Operations

This viewgraph representation presents an overview of the mission planning process involving distributed operations (such as the International Space Station (ISS)) and the computer hardware and software systems needed to support such an effort. Topics considered include: evolution of distributed planning systems, ISS distributed planning, the Payload Planning System (PPS), future developments in distributed planning systems, Request Oriented Scheduling Engine (ROSE) and Next Generation distributed planning systems.

Maxwell, Theresa G.↗
DOE OSTI2026

Distribution System Plan Template and Guide for Electric Utilities for Adaptation by States and Utilities [Slides]

LBNL researchers developed a template and companion guide for structuring distribution system plans. The template covers 10 key sections in utility distribution system plans and underlying topics: -Executive Summary -Planning Objectives -Current Distribution System -Planning Approach -Asst Management, Reliability and Resilience -O&M Expenses -Capacity Expansion Planning -Solution Identification -Cost-effectiveness -Implementation For each section in the template, the companion guide provides: a description of the topics covered and their importance; the type of content to include in the plan; an example utility approach; and references to other utility plans that serve as models for the topic.

24 POWER TRANSMISSION AND DISTRIBUTION↗
DOE OSTI2026

Improving Transparency in Electric Distribution System Planning to Support Affordability [Slides]

This resource identifies opportunities for communities to participate in the distribution system planning process to achieve their energy goals, including affordability. It begins with background information on the distribution system and distribution system planning, and then focuses on topical areas where communities could focus their engagement (e.g., non-wires alternatives, DER forecast, scenario analysis). The report concludes with illustrative examples of how communities have engaged in distribution system planning. The appendix provides procedural guidance on engagement in utility planning processes.

24 POWER TRANSMISSION AND DISTRIBUTION↗
DOE OSTI2025

Bridging the Gap on Data and Analysis for Distribution System Planning: Information That Utilities Can Provide Regulators, State Energy Offices and Other Stakeholders

Electric utilities conduct planning annually to ensure their distribution system meets technical standards, policies, and regulations; addresses forecasted grid conditions; satisfies customer needs; and advances utility priorities. The plan identifies grid deficiencies, analyzes potential solutions, and prioritizes capital investments and other expenditures. About 20 U.S. states and jurisdictions require regulated utilities to file some type of distribution system plan with the public utility commission for review. Requirements for sharing distribution system data and analyses vary widely, from few specific requirements to a detailed list of information that must be provided. While utilities conduct extensive analysis to develop distribution system plans, in most jurisdictions regulators and stakeholders do not know what data are available and how the utility uses the data in planning and investing. This report aims to bridge the gap by increasing understanding of the types of data and analyses utilities employ to develop distribution system plans and how the information affects their decision-making. The report describes information that states and stakeholders can ask for related to 11 data categories: -Forecasting loads and distributed energy resources (DERs) -Scenario analysis -Worst-performing circuits -Asset management strategy -Hosting capacity analysis -Value of DERs -Grid needs assessment -Cost-effectiveness framework for investments -Distribution system investment strategy and implementation -Geotargeted programs -Non-wires alternatives procurements.

24 POWER TRANSMISSION AND DISTRIBUTION↗
DOE OSTI2022

Distribution System Planning for Growth in Residential Electric Vehicle Adoption

Anticipated growth in Electric Vehicles (EV) adoption could stress distribution system circuits beyond their original design limits. Uncertainties related to when households will begin buying EVs in large numbers challenges existing distribution system planning approaches and complicates efforts to assess grid impacts. Anticipated location, timing, and demand for EV charging is critical information for distribution system planners as it guides investment strategies for infrastructure upgrades to ensure continued reliability. This research makes two significant contributions: an EV adoption model that uses socioeconomic data to forecast location and year-specific adoption patterns through a bottoms-up approach, and an EV hosting capacity assessment methodology that offers improvements to current utility planning and asset management practices for infrastructure investments. Both contributions are applied to a Southern California Edison feeder in 7 adoption years from 2025 to 2050, with the results indicating that they are likely valuable additions to distribution systems planning capabilities.

Sridhar, Siddharth↗
NASA NTRS2002

Lessons Learned In Developing Multiple Distributed Planning Systems for the International Space Station

The planning processes for the International Space Station (ISS) Program are quite complex. Detailed mission planning for ISS on-orbit operations is a distributed function. Pieces of the on-orbit plan are developed by multiple planning organizations, located around the world, based on their respective expertise and responsibilities. The "pieces" are then integrated to yield the final detailed plan that will be executed onboard the ISS. Previous space programs have not distributed the planning and scheduling functions to this extent. Major ISS planning organizations are currently located in the United States (at both the NASA Johnson Space Center (JSC) and NASA Marshall Space Flight Center (MSFC)), in Russia, in Europe, and in Japan. Software systems have been developed by each of these planning organizations to support their assigned planning and scheduling functions. Although there is some cooperative development and sharing of key software components, each planning system has been tailored to meet the unique requirements and operational environment of the facility in which it operates. However, all the systems must operate in a coordinated fashion in order to effectively and efficiently produce a single integrated plan of ISS operations, in accordance with the established planning processes. This paper addresses lessons learned during the development of these multiple distributed planning systems, from the perspective of the developer of one of the software systems. The lessons focus on the coordination required to allow the multiple systems to operate together, rather than on the problems associated with the development of any particular system. Included in the paper is a discussion of typical problems faced during the development and coordination process, such as incompatible development schedules, difficulties in defining system interfaces, technical coordination and funding for shared tools, continually evolving planning concepts/requirements, programmatic and budget issues, and external influences. Techniques that mitigated some of these problems will also be addressed, along with recommendations for any future programs involving the development of multiple planning and scheduling systems. Many of these lessons learned are not unique to the area of planning and scheduling systems, so may be applied to other distributed ground systems that must operate in concert to successfully support space mission operations.

Maxwell, Theresa G.↗
NASA NTRS2002

Lessons Learned in Developing Multiple Distributed Planning Systems for the International Space Station

The planning processes for the International Space Station (ISS) Program are quite complex. Detailed mission planning for ISS on-orbit operations is a distributed function. Pieces of the on-orbit plan are developed by multiple planning organizations, located around the world, based on their respective expertise and responsibilities. The pieces are then integrated to yield the final detailed plan that will be executed onboard the ISS. Previous space programs have not distributed the planning and scheduling functions to this extent. Major ISS planning organizations are currently located in the United States (at both the NASA Johnson Space Center (JSC) and NASA Marshall Space Flight Center (MSFC)), in Russia, in Europe, and in Japan. Software systems have been developed by each of these planning organizations to support their assigned planning and scheduling functions. Although there is some cooperative development and sharing of key software components, each planning system has been tailored to meet the unique requirements and operational environment of the facility in which it operates. However, all the systems must operate in a coordinated fashion in order to effectively and efficiently produce a single integrated plan of ISS operations, in accordance with the established planning processes. This paper addresses lessons learned during the development of these multiple distributed planning systems, from the perspective of the developer of one of the software systems. The lessons focus on the coordination required to allow the multiple systems to operate together, rather than on the problems associated with the development of any particular system. Included in the paper is a discussion of typical problems faced during the development and coordination process, such as incompatible development schedules, difficulties in defining system interfaces, technical coordination and funding for shared tools, continually evolving planning concepts/requirements, programmatic and budget issues, and external influences. Techniques that mitigated some of these problems will also be addressed, along with recommendations for any future programs involving the development of multiple planning and scheduling systems. Many of these lessons learned are not unique to the area of planning and scheduling systems, so may be applied to other distributed ground systems that must operate in concert to successfully support space mission operations.

Maxwell, Theresa G.↗
DOE OSTI2025

Decision-Dependent Uncertainty-Aware Distribution System Planning Under Wildfire Risk

The interaction between power systems and wildfires can be dangerous and costly. Distribution grids can be liable for the outbreak of wildfires during extreme weather. In wildfire-prone areas, investment planning should consider the impact of operational actions on wildfire-related uncertainties affecting line failure likelihood. Here, in this case, endogenous-based uncertainty modeling should comprise the backbone of the investment planning model viz-a-viz the inability of standard exogenous-based uncertainty modeling. Therefore, we propose a decision-dependent uncertainty (DDU) aware methodology to optimize investment portfolios for distribution systems, considering that high power-flow levels in high-threat areas can ignite wildfires and increase line failure probability. The methodology identifies the best combination of upgrades (new lines, hardening existing lines, and placing switching devices). Methodologically, we propose a two-stage distributionally robust planning optimization problem with DDU that considers the distribution system's multiperiod operation. The first stage determines optimal switching actions and line investments, and the second stage evaluates the worst-case expected operational cost under a DDU framework designed to account for the endogenous impact of power-flow levels and hardening investment decisions in the line failure probabilities. An iterative method is tailored to handle the problem and numerical experiments demonstrate a more prepared grid to deal with wildfire risk.

Power systems investment planning↗
DOE OSTI2023

Resilience assessment and planning in power distribution systems: Past and future considerations

High impact low probability (HILP) events such as hurricanes, heat waves, and floods have instigated widespread power outages and blackouts around the globe in the past decade. With the increasing challenges concerning the threats to the power distribution systems and the growing need to mitigate the impacts of the HILP events, resilience has become a crucial requirement for the power grid infrastructures. Numerous efforts have been made to define, measure, and characterize the resilience of power distribution systems. This study thoroughly reviews the state-of-the-art methods on the existing resilience evaluation framework and metrics. Here, the desirable characteristics of resilience metrics are highlighted, and the challenges associated with formulating, developing, and calculating such metrics are discussed. Next, we detail the state-of-the-art literature on planning solutions to ensure distribution system resilience. This paper aims to extract a deep insight into this challenging and critical research area and envision future opportunities that can guide the power distribution system operators/planners to formulate more effective mitigation strategies to enhance the resilience of power distribution systems.

24 POWER TRANSMISSION AND DISTRIBUTION↗
DOE OSTI2026

Electric Utility Distribution Costs: Scoping Study on Trends, Drivers, and Possible Response Strategies [Slides]

This scoping study synthesizes information that will help stakeholders understand the scope, scale, and drivers of recent increases in investor-owned utility (IOU) expenditures on local distribution power grids, while providing regulators and other decision-makers with potential strategies to keep electricity bills down. The study includes five distinct components. Drawing first on data from FERC Form 1, it summarizes key trends in past and recent IOU distribution costs. Next, through a review of a sample of distribution-system plans, it characterizes material drivers of planned distribution expenditures. Ultimately, regulators must approve cost recovery for IOU expenditures, including those for the distribution system. The study therefore also: examines trends in utility requests and regulatory approvals related to changes in retail rates and return on equity; identifies areas where utility shareholder and customer incentives may be misaligned; and develops a menu of options that state regulators might consider to optimize distribution system expenditures. Some of the key findings include: - IOU distribution spending at a national level has grown by 6%/yr since 2014 in real dollar terms, 4x faster than in the prior 20 years and consisting mostly of capital (not operating) expenditure. - On a per-kWh basis, increases in IOU distribution costs since 2014 represent over 30% of the overall national-average increase in retail electricity rates. - Regional spending growth has ranged from 2-8%/yr, with larger estimated rate impacts in CAISO, then NYISO & ISO-NE, and then the Southeast, MISO & PJM (see figure). - Some utilities are planning for significantly increased distribution system spending. Planned spending on managing the existing system (asset replacement, safety & reliability, and resilience are all important drivers) exceeds that for capacity expansion. - IOU rate increase requests ($18 billion in 2025) and public utility commission (PUC) approval levels (average of 64% of requested amounts from 2021-2025) have recently hit multi-decadal highs. - PUCs in New England and the Southeast have recently approved a greater fraction of rate requests (>75%, on average) than in ther regions, while PUCs in California and the Southeast have generally authorized higher equity returns than in other regions. - Regulators have many tools to tackle potential misalignments between utility and customer interests and, more specifically, to optimize and reduce distribution costs. Shorter-term options include those related to return on equity, capital structure, depreciation, trackers, construction work in progress, and securitization. Longer-term options include performance-based regulation and a wide variety of planning-related requirements. All options embed important tradeoffs.

24 POWER TRANSMISSION AND DISTRIBUTION↗
DOE OSTI2020

Collaborative Distribution System Restoration Planning and Real-Time Dispatch Considering Behind-the-Meter DERs

Modern distribution systems are becoming more resilient against power outages thanks to the flexible generation capacity provided by the increasing integration of distributed energy resources (DERs). Compared to utility-scale DERs, which can be directly controlled by system operators, small-scale, behind-the-meter DERs are much more difficult to coordinate despite being the vast majority. Two major obstacles to the implementation of DERs for service restoration are the coordination of behind-the-meter DERs and the management of uncertainty. In this paper, a novel distribution system restoration strategy is proposed to overcome these two obstacles. The flexibility of be-hind-the-meter DERs is quantified and integrated into the restoration planning models within a hierarchical structure. The model predictive control technique is employed to enable adaptive restoration planning solution adjustments to accommodate fault scenarios and forecast errors. Besides, real-time power dispatch models are proposed to maintain power balance using available DER capability. Comprehensive integration of adaptive restoration planning schemes and real-time dispatch results are achieved through a collaborative restoration framework. Finally, the effectiveness of the proposed restoration strategy is verified through a modified IEEE 123-bus system and a real-world utility system.

24 POWER TRANSMISSION AND DISTRIBUTION↗
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 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, ↗