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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.

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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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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.

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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.

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Duke Energy’s Integrated System and Operations Planning: A comparative analysis of integrated planning practices

Lawrence Berkeley National Laboratory and the National Renewable Energy Laboratory provided technical assistance to the South Carolina Office of Regulatory Staff to examine how Duke Energy’s Integrated System Operations Planning (ISOP) framework interacts with other electricity planning processes in South Carolina. While this report was prepared for the South Carolina ORS, the information contained herein may be useful to audiences in other states who are interested in IDP, including public utility commissions, state energy offices, other state agencies, utilities, and stakeholders. The report discusses how to access the ISOP process diagram created for the report, provides observations about Duke Energy’s ISOP from our interviews and review of publicly available materials; and assesses ISOP, based on best practices for integrated distribution planning.

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An innovative approach for distributed and integrated resources planning for the Space Station Freedom

This paper presents a planning approach to the Space Station Freedom program which takes into account the widely distributed nature of that program. The program management structure is organized into three major levels: a strategic level, a tactical level, and an execution level. For each level, resource availabilities are determined, the resources are distributed, schedules are built independently within the resource limits, the schedules are integrated into a single schedule, and conflicts are resolved by negotiating requirements and/or relaxing contraints. This approach distributes resources to multiple planning entities in such a way that when the multiple plans are collected, they fit together with minimal modification. The up-front distribution is planned in such a way and to a sufficient degree that a fit is virtually assured.

Hornstein, Rhoda S.↗

Planning Roadmap for DER Integration in India: Industry Best Practices and Resource Guide

Ensuring safe, reliable, cost-effective DER integration at scale requires holistic planning, broad stakeholder engagement, and should address key development areas such as standards adoption, equipment testing and certification, interoperability and cybersecurity, interconnection procedures, and advanced forecasting and DER management. Each of these areas currently represent significant challenges for utilities, regulators, OEMs, developers, and even consumers worldwide. India has already seen significant growth of DERs and has announced targets for substantial growth yet to come, with the potential for DERs to make up a non-negligible portion of the country's overall generation capacity. As such, it is of critical importance that Indian stakeholders consider the potential impacts of wide-spread adoption of DERs and take preemptive action related to the five development areas listed here, among others. India should consider strategies including the adoption of key DER standards related to interconnection, testing, and cybersecurity; enabling effective and secure communication channels for DER interoperability; testing and certifying DER equipment in accredited testing laboratories; building robust, streamlined interconnection procedures; and revamping legacy system planning structures to incorporate DERs in a holistic planning framework.

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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

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Integrating Demand Response and Distributed Resources in Planning for Large-scale Renewable Energy Integration

The electricity grid is transitioning from a centralized and uncoordinated set of large generators and loads to a framework that also includes decentralized and coordinated "distributed energy resources" (DER). Advances in renewable generation, energy storage, efficiency, and controls technology present a significant opportunity for demand-side investment that is matched to the needs of the future grid infrastructure and operations, but the complex interplay of controls technology and grid operations makes estimating and realizing the potential of DER a significant challenge. Supply curves for conserved energy have long been used to synthesize energy efficiency opportunities for electricity system planners and show how demand side resources compete with building new power plants. We have developed a similar approach for supporting policymakers who now face a range of technology options for DER, with a focus on describing the potential for demand response (DR) to provide flexibility to the grid. We describe our modeling approach using supply curves for demand response across four key dimensions: reshaping with rates, shedding at critical time, shifting to capture renewables, and fast-response "shimmy" to balance the grid. In a California-focused study, we find a significant potential for DR to support the grid, and a need for integration between DR and energy efficiency. The combined efficiency benefits from a better-controlled and commissioned facility can lead to significant reductions in the cost of DR, increasing the quantity that is cost competitive by 5-200%. The benefit stream from DR can alternatively be framed to "buy down" the cost of EE investment.

32 ENERGY CONSERVATION, CONSUMPTION, AND UTILIZATI↗

Effectively Considering the Distribution System in Integrated Resource Plans

While electricity planning practices vary by state and utility based on utility type and market structure, integrated resource planning (IRP) remains a prominent vehicle — even in states with centrally-organized wholesale electricity markets. IRP focuses on meeting forecasted long-term electricity needs. Typically, utilities have not considered impacts of design and operation of the low-voltage distribution network in IRP. With advanced capabilities of grid-edge technologies to generate and store electricity and provide load flexibility, and large utility investments in distribution systems, it's increasingly important to consider at least some distribution planning elements in IRP. This report considers the value proposition for doing so, such as reducing utility costs through resource co-optimization and strategic siting of grid-edge resources, and idenfities the most important touchpoints between planning for bulk power and distribution systems and provide a range of tactics for integrating these two processes.

Relf, Grace [Lawrence Berkeley National Laboratory↗

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.

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Exploring New Models for Utility Distributed Energy Resource Planning and Integration: SMUD and Con Edison

As a result of the rapid growth of renewable energy in the United States, the U.S. electric grid is undergoing a monumental shift away from its historical status quo. These changes are occurring at both the centralized and local levels and have been driven by a number of different factors, including large declines in renewable energy costs, federal and state incentives and mandates, and advances in the underlying technology. Higher levels of variable-generation renewable energy, however, may require new and increasingly complex methods for utilities to operate and maintain the grid while also attempting to limit the costly build-out of supporting grid infrastructure.

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Plan It Together: Optimizing Across Generation, Transmission, Distribution, and Distributed Energy Resources

Integrated planning holds the promise of unlocking lower total system cost solutions by connecting previously siloed planning processes. This article summarizes the state of bulk and local grid planning today and details multiple new analytical approaches that can enable more holistic planning methods to develop comprehensive solutions to generation, transmission, distribution, and distributed energy resource needs. These include both iterative approaches as well as cooptimization techniques. In addition to the benefits of these methods, the technical and institutional challenges and associated solutions are also discussed.

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Grid-Integrated Distributed Solar: Addressing Challenges for Operations and Planning, Greening the Grid

Greening the Grid provides technical assistance to energy system planners, regulators, and grid operators to overcome challenges associated with integrating variable renewable energy into the grid. This document introduces a brief overview of common technical impacts of PV on distribution systems and operations, as well as emerging strategies for successfully addressing some of the priority issues.

29 ENERGY PLANNING, POLICY, AND ECONOMY↗

MOD-Plan: Multi-Objective Decision Planning Framework for Electric Grid Resilience, Equity, and Decarbonization [Slides]

Traditionally electric grid planning strives to maintain safe, reliable, efficient, and affordable service for current and future customers. As policies, social preferences, and the threat landscape evolve, additional considerations for power system planners are emerging, including decarbonization, resilience, and energy equity and justice. The MOD-Plan framework leverages and extends prior work to provide a framework for integrating incorporating resilience, equity, and decarbonization into integrated distribution system planning.

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