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DOE OSTI2024

Grid Resilience Plans: State Requirements, Utility Practices, and Utility Plan Template

As of June 2024, 14 states and one city require jurisdictional electric utilities to file resilience plans. Drawing on these requirements and filed plans, this report offers a standard template that states and utilities can consider to improve utility filings for grid resilience plans, either as part of a distribution system plan or as a separate filing. Key elements include a vulnerability assessment, description of proposed resilience programs, and projected costs and rate impacts. While many of these requirements and plans focus on extreme weather hazards, the template also can be used to address additional threats, including cyber and physical attacks and seismic events.

24 POWER TRANSMISSION AND DISTRIBUTION↗
DOE OSTI2023

Emerging Best Practices for Electric Utility Planning with Climate Variability: A Resource for Utilities and Regulators

This report is intended to support electric utilities and regulators as they work together to increase the climate resilience of the power system in the United States. It focuses on best practice methods and examples of conducting utility forecasting with climate change (Section 2) as well as three overlapping types of electric utility planning for climate change: resource planning (Section 3), asset planning (Section 4), and contingency planning (Section 5). This report also addresses data development and access (Section 6), emerging pathways for planning including decision-making under deep uncertainty and storylines approaches (Section 7), regulatory considerations (Section 8), and coordination and innovative funding and cost sharing approaches to planning for climate variability (Section 9).

24 POWER TRANSMISSION AND DISTRIBUTION↗
DOE OSTI2024

MARVEL Utilization Plan

This report provides a high-level overview of the utilization plan for the MARVEL microreactor. The main focus is on discussing testing and application-demonstration opportunities that leverage the reactor. With the reactor rapidly progressing towards demonstration, along with the short (2- year) operational window, it was deemed critical to establish a basis for how stakeholders can engage with the program and leverage the reactor as a testbed. This report discusses potential opportunities to use MARVEL, leveraging from data and design access to testing novel controls, and novel nuclear-electric and nuclear-heat applications. It provides guidance for interested stakeholders on potential funding opportunities that can be pursued to support tests during the operational lifetime of the reactor. The report discusses the recommended strategy for outreach and the organizational structure to review and select projects for participation. Interested stakeholders are encouraged to fill out a questionnaire on how they could leverage MAVEL at this link: https://qfreeaccountssjc1.az1.qualtrics.com/jfe/form/SV_72InKjSEz54Q2j4 It is important to emphasize that this is intended to be a living document (updated annually or as needed) with revisions issued as the MARVEL demonstration timeline evolves. Similarly, the framework for engagement is subject to change as the project progresses.

22 GENERAL STUDIES OF NUCLEAR REACTORS↗
DOE OSTI2024

Integration of equitable resilience metrics into climate-informed electric utility planning processes: phase one

Working together, Sandia National Laboratories, Southern California Edison (SCE) - an Investor-Owned Utility (IOU) - and the California Public Utilities Commission (CPUC) are studying how electric utilities can use equity and resilience metrics to help inform the prioritization and sequencing of resilience-driven infrastructure investments. To this end, this project evaluated “Social Burden,” an equitable resilience metric which measures the potential impact of disruptions in access to non-electric critical services on people and estimates community resilience to these disruptions. The Social Burden was expanded to incorporate SCE’s existing equity metric and applied to evaluate the potential impacts from a range of climate-informed hypothetical outage scenarios developed under SCE’s 2022 Climate Adaptation Vulnerability Assessment. One baseline (“blue-sky”) state and eight different outage scenarios were evaluated to measure the potential impacts of the outages on non-electric infrastructure, critical services, and people. Key findings include: 1) the Social Burden framework is flexible enough to adapt to and build upon existing utility equity and/or resilience metrics, 2) Social Burden results highlight the high degree of non-electric service redundancy within the SCE service area with most (6/8) hypothetical outage scenarios predicted to increase people’s Social Burden by less than 10%; however, 3) access to critical services and people’s ability to obtain them is unequal and spatially clustered, meaning that there are some hypothetical outage scenarios (2/8) that will exert a higher toll on communities directly experiencing the outage as well as some nearby communities with pre-existing vulnerabilities. The report concludes with recommendations for potential use cases of the expanded Social Burden metric and identifies priority follow-on work. Potential use cases may include incorporating equity into IOU’s prioritization of climate resilience investments. Additionally, Social Burden analysis may provide additional data and insights to augment grid planning, potentially by identifying additional needs and/or prioritizing previously identified needs.

24 POWER TRANSMISSION AND DISTRIBUTION↗
DOE OSTI2021

Methods for Representing Flexible, Energy-Constrained Technologies in Utility Planning Tools

Capacity expansion models are widely used by power system researchers, planners, and policy analysts to evaluate alternative power system investment scenarios. With the increasing deployment of wind and solar in the US, there has been much focus on improving the representations of variable generation (VG) technologies within capacity expansion models. Models that capture the variable net-load profiles and larger reserve requirements associated with high penetration VG systems represent an improvement to classic capacity expansion models, but fall short of capturing the complexities associated with storage technologies, such as battery energy storage (BES) and concentrating solar power with thermal energy storage (CSP with TES). While difficult to model in a capacity expansion setting, these technologies are potentially competitive sources of flexibility with the intriguing characteristics of being able to absorb VG that would otherwise be curtailed and directly contribute to renewable energy goals, respectively. In this paper we present methods for accurately representing these technologies in a large-scale capacity expansion model with high electrical and geospatial resolution. VG modeling techniques, including novel methods for capturing curtailment due to unit commitment and other hourly dispatch phenomena, are also reviewed. Modeling for a region in the southwestern United States demonstrates the economic relevance of being able to explicitly trade off the costs and capabilities of energy-constrained technologies, especially BES, against other resources in the near-term, in time to make plans for the coming decade

24 POWER TRANSMISSION AND DISTRIBUTION↗
DOE OSTI2025

MARVEL Utilization Plan

This report provides a high-level overview of the operational plan for the MARVEL microreactor. The main focus is on discussing testing and application demonstration opportunities that leverage the reactor. With the reactor rapidly progressing towards demonstration, along with the short operational window (2 years), it was deemed critical to start establishing a basis for how stakeholders can engage with the program and leverage the reactor as a testbed. The report discusses potential opportunities for using MARVEL leveraging from data/design access, novel controls testing, novel nuclear-electric applications, to novel nuclear-heat applications. It also provides guidance for interested stakeholders on potential funding opportunities that can be pursued to support tests during the operational lifetime of the reactor. The report also discusses the recommended strategy for outreach and the organization structure to review and down select project. It is important to emphasize that this is intended to be a living document with revisions issued as the MARVEL demonstration timeline evolves. Similarly, the framework for engagement is subject to change as the project nears construction. As such, this first revision to the original test plan highlights the new Microreactor Program-sponsored pathway for engaging with stakeholders via an Expression of Interest and Notice of Opportunity.

22 - GENERAL STUDIES OF NUCLEAR REACTORS↗
DOE OSTI2022

State Indicators for Advancing Demand Flexibility and Energy Efficiency in Buildings - Part I [Slides]

This slide deck report identifies objectives and key indicators for state activities that advance demand flexibility in buildings — legislation, utility regulatory proceedings, executive orders and programs. It also illustrates progress to date and identifies trends, gaps, and opportunities. Part I of the report focuses on (1) demand response and (2) energy efficiency targeted to reduce peak demand or integrate with demand response. This section covers building energy codes, appliance and equipment standards, resource standards, utility planning, utility programs, advanced metering infrastructure and meter data, rate design, state programs, state energy planning, and related state policies and regulations. Part II of the report addresses traditional energy efficiency indicators, including utility and state programs, codes, and standards that support annual energy savings. See the additional links for an infographic, library of cited state documents on demand flexibility, and presentation to the NASEO-NARUC Grid-Interactive Efficient Buildings Working Group.

32 ENERGY CONSERVATION, CONSUMPTION, AND UTILIZATI↗
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 OSTI2023

The use of price-based demand response as a resource in electricity system planning

Utilities have conducted IRP for decades to consider both supply- and demand-side resources to meet bulk power system needs. More recently, an increasing number of states are requiring regulated utilities to file plans that identify distribution system needs, including DERs that can avoid or defer certain types of traditional utility investments cost-effectively. Price-based demand response (DR) is an underutilized resource that could substantially contribute to load flexibility. We find that evaluation of price-based DR as a solution to meet identified electricity system needs is uncommon at both planning processes. Where price-based DR is considered as a solution, methodologies are often deficient in the characterization and treatment of this resource. Based on our analysis of utility filings and state requirements, this brief provides recommendations for improving consideration of price-based DR in the context of long-term planning for bulk power and distribution systems.

24 POWER TRANSMISSION AND DISTRIBUTION↗
DOE OSTI2024

Current Practices in Distribution Utility Resilience Planning for Winter Storms

This report is part of a series of hazard-focused case studies examining common practices in electric utility resilience planning. We use standard terminology defining resilience as the ability to anticipate, withstand, absorb, and recover from hazards that cause long duration outages. We distinguish between reliability and resilience using Institute of Electrical and Electronics Engineers (IEEE) 1366-2022, which defines major events as an event that exceeds reasonable design and/or operational limits of the electric power system. Resilience planning is focused on major event days and reliability planning is focused on nonmajor event days. Utility resilience plans are assessed according to common resilience components identified in existing resilience frameworks. The focus of this report is on winter storms in which the primary hazards are heavy snowfall, freezing rain, ice, extreme cold, severe wind, and flooding. These hazards can also contribute to generation shortages, resulting in bulk power system impacts that have consequences for the distribution system, such as load shedding. Stand-alone reports focusing on wildfires and nonwinter storms have been published in parallel with this report. This report can be used as a starting point for understanding potential investment prioritization processes and investment options. This report is intended to improve utility resilience planning by supporting constructive dialogue among utilities, regulators, and other stakeholders.

29 ENERGY PLANNING, POLICY, AND ECONOMY↗
DOE OSTI2024

Current Practices in Distribution Utility Resilience Planning for Wildfires

This report is part of a series of hazard-focused case studies examining common practices in electric utility resilience planning. We use standard terminology defining resilience as the ability to anticipate, withstand, absorb, and recover from hazards that cause long duration outages. We distinguish between reliability and resilience using IEEE 1366-2022, which defines major events as "an event that exceeds reasonable design and/or operational limits of the electric power system." Resilience planning is focused on major event days, and reliability planning is focused on non-major event days. Utility resilience plans are assessed according to common resilience components identified in existing resilience frameworks. The focus of this report is on wildfires. Standalone reports focusing on severe storms (including hurricanes and non-winter storms) and winter storms have been published in parallel with this report. This report can be used as a starting point for understanding potential investment prioritization processes and investment options. This report is intended to improve utility resilience planning by supporting constructive dialogue among utilities, regulators, and other stakeholders.

29 ENERGY PLANNING, POLICY, AND ECONOMY↗
DOE OSTI2024

Current Practices in Distribution Utility Resilience Planning for Hurricanes and Non-Winter Storms

This report is part of a series of hazard-focused case studies examining common practices in electric utility resilience planning. We use standard terminology defining resilience as the ability to anticipate, withstand, absorb, and recover from hazards that cause long duration outages. We distinguish between reliability and resilience using IEEE 1366-2022, which defines "major events" as "an event that exceeds reasonable design and/or operational limits of the electric power system." Resilience planning is focused on "major event days" and reliability planning is focused on non-major event days. Utility resilience plans are assessed according to common recommended resilience components that we have identified in existing resilience frameworks. The focus of this report is on hurricanes and severe storms in which the primary hazards are precipitation or high winds. We exclude winter storms with primary hazards of ice and extreme cold, as they are a unique set of hazards with different resilience considerations. Standalone reports focusing on wildfires and winter storms have been published in parallel with this report. This report can be used as a starting point for understanding potential investment prioritization processes and investment options. This report is intended to improve utility resilience planning by supporting constructive dialogue among utilities, regulators, and other stakeholders.

29 ENERGY PLANNING, POLICY, AND ECONOMY↗
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 OSTI2021

Optimal Power System Black start using Inverter-Based Generation

Power system black start readiness is part of the system planning. Utility planners perform periodic studies to assess if their power system is capable of total restoration following a black out. Hydro and diesel generators are the most commonly used black start capable resources by power utilities. However, with increasing penetration of solar generation, inverter-based resources can be considered to provide black start capability. Since the solar inverters can be located at multiple locations throughout the power system, and in view of their unique characteristics, an optimal real-time capable plan is helpful for system operators for faster black start. Black start optimization is a multi stage mixed-integer non-linear optimization which is extremely hard to solve. In this paper, we propose an optimal black start methodology that is easier to solve and scalable in real-time. We demonstrate the proposed methodology on two test systems and illustrate how inverter-based resources can contribute and improve power system restoration.

power system restoration, blackstart, Inverter-bas↗
DOE OSTI2021

A Hybrid Approach to Estimating the Economic Value of Enhanced Power System Resilience

The costs that power interruptions impose on customers and society have emerged as essential considerations for decision making about power system reliability and resilience. There is well-established literature on the direct costs of localized and relatively short-duration power interruptions. However, far less is known about the costs of widespread and long-duration (WLD) power interruptions, especially the indirect costs and related economy-wide impacts of these events. As a result, utility planning activities generally incorporate these costs incompletely or not at all. This report proposes a new approach to estimating WLD power interruption costs to support utility resilience planning studies. Specifically, the paper describes a hybrid method that integrates: (1) empirical surveys of region- and sector-specific inherent and adaptive customer behaviors during and after power interruptions, and (2) computable general equilibrium (CGE) modeling, which estimates the direct and indirect impacts of WLD power interruptions. The report provides both a rationale for the proposed hybrid approach and a roadmap outlining how it could be implemented.

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 OSTI2020

Lac du Flambeau - Climate Change Resilience Initiative (Final Report)

The goals of this project were to create a comprehensive Environmental Resiliency Plan and to increase the capacity of all Lac du Flambeau Tribal Program Managers to incorporate environmental impact thinking into the everyday management of their departments. Environmental Resiliency Planning utilized current Tribal documents, which include the Integrated Resource Management Plan (IRMP), the Lac du Flambeau Tribal Emergency Management Plan (EMP), and the Lac du Flambeau Strategic Energy Plan, as guidance throughout the process. A vulnerability assessment initiated our technical process and allowed us to identify, quantify, and prioritize (or rank) the vulnerabilities in our system. This set the stage for a reduction and resilience plan as well as providing insight for revisions of existing management plans such as the Energy and Integrated Resources Management Plans

54 ENVIRONMENTAL SCIENCES↗