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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

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

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

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

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

The Role of the U.S. Electric Distribution System in Serving Data Center and Other Large Loads

The rapid expansion of data centers in the United States is reshaping how the electric distribution system must plan for and accommodate large load interconnections. This report evaluates the role of the distribution grid in serving these loads, from small edge facilities to hyperscale campuses. Using national datasets, utility filings, and industry studies, we assess demand growth, reliability requirements, interconnection thresholds, and infrastructure needs at substations and feeders. The analysis highlights the mismatch between fast data center development timelines and slower utility planning and construction cycles, as well as strategies such as phased energization, on-site generation, hosting capacity maps, and structured interconnection frameworks. While focused on data centers, the insights also apply to other high-density loads such as advanced manufacturing, hydrogen production, and electrified transportation. The report concludes with approaches to align planning processes, transparency tools, and regulatory frameworks so utilities can manage new large loads in ways that support a reliable and resilient grid.

29 ENERGY PLANNING, POLICY, AND ECONOMY

U.S. Distribution Transformer Demand Phase III - Key Drivers and Managing Demand [Slides]

This presentation demonstrates a significant analysis, on forecasting the demand for distribution transformers. The analysis is conducted for the United States, estimating the initial in-service capacity of these assets, and forecasting demand for these assets through 2050 with several sensitivities conducted. It examines not only demand for these assets, but importantly, how utility planning practices can impact the demand for theses assets in time. Under load growth scenarios, whether utilities practice like-for-like replacement strategies as failures occur, or whether they practice proactive up-sizing, anticipating electric load growth, can have major impacts on future demand. It also examines several other growth factors, such as the increasing demand for step-up transformers, which share many of the same characteristics as distribution transformers, and the demand for specific transformers for large project growth from data centers.

24 POWER TRANSMISSION AND DISTRIBUTION

TRAILS Output Files

Overview This data repository contains ZIP files that store compressed versions of the output of running the WaterPaths utility planning and management tool in the DU Re-Evaluation mode (to download the tool, please see this GitHub repository). The tool was used to simulate the six-utility North Carolina Research Triangle problem. Details on the contents of each ZIP file can be seen below. Data details Temporal range: Weekly data for 2,344 weeks from 2015 to 2060 (45 years). Spatial range: Six water utilities in the North Carolina Research Triangle region (0: Chapel Hil/OWASA, 1: Durham, 2: Cary, 3: Raleigh, 4: Pittsboro, and 5: Chatham) File types: CSV and OUT Different solutions available The solution numbers correspond to the different pathway strategies (henceforth referred to as "solutions") discussed in paper's main and supporting text (abstract and link to the paper here). They are as follows: Sol92: The Durham-focused pathway strategy Sol132: The Raleigh-focused pathway strategy Sol140: The regionally-robust pathway strategy Objectives files These files can be accessed by unzipping solXX_objectives_pathways.zip that contains 1,000 Objectives_RDMXX_solsXX_to_XX.csv files. Each CSV file will consist of a row representing all the objective values for that specific solution, while every six columns represents the reliability, restriction frequency, infrastructure net present value ($ mil), peak financial cost, worst-case cost, and unit cost ($ per MG; in that order) for each of the six utilities. There will be 1,000 such files, denoting the performance of the six utilities across the 1,000 deeply uncertain states of the world (DU SOWs). Pathway files These files can be accessed by unzipping solXX_objectives_pathways.zip that contains 1,000 Pathways_sXX_RDMXX.out file. Each OUT corresponds to the set of infrastructure being triggered in a specific DU SOW, and each file will have the name file will consist of four tab-delimited columns that are described as follows: Realization: The realization in which an infrastructure options being triggered utility: The utility currently triggering infrastructure week: The week in which a specific infrastructure option is being triggered infra.: The infrastructure option being triggered If the OUT file contains only the header line, no infrastructure was triggered for that specific DU SOW. Policies files These files can be obtained by unzipping Policies.zip. Each of the 1,000 CSV files within the unzipped folder will contain weekly water use restriction policies for all 1,000 hydroclimatic realizations within a specific DU SOW. The column structure is as follows: 0rest_m: restriction multiplier for utility 0 (values between 0 and 1) 1rest_m: restriction multiplier for utility 1 (values between 0 and 1) 2rest_m: restriction multiplier for utility 2 (values between 0 and 1) 3rest_m: restriction multiplier for utility 3 (values between 0 and 1) 4rest_m: restriction multiplier for utility 4 (values between 0 and 1) 5rest_m: restriction multiplier for utility 5 (values between 0 and 1) 0transf: transfer volume for utility 0 (in MGD) 1transf: transfer volume for utility 1 (in MGD) 2transf: transfer volume for utility 2 (in MGD) 3transf: transfer volume for utility 3 (in MGD) 4transf: transfer volume for utility 4 (in MGD) 5transf: transfer volume for utility 5 (in MGD) Water Sources files These files can be obtained by unzipping WaterSources_subset.zip. Each of the 100 CSV files within the unzipped folder will contain weekly state variables at each water source for all 1,000 hydroclimatic realizations within a specific DU SOW. The column structure is as follows: Xvolume: available water volume from source X (in MGD) Xs_area: surface area of source X (in ACF) Xdemand: demand drawn from a water source from source X (in MGD) Xup_spill: upstream spillage from source X (in MGD) Xww_inflow: wastewater inflow from source X (in MGD) Xcatch_inflow: upstream catchment inflow to source X (in MGD) Xevap: evaporation multiplier for source X (values between 0 and 1) Xds_spill: downstream spillage from source X (in MGD) X_Y_alloc_cap: the allocated capacity from source X to utility Y (values between 0 and 1) X_Y_alloc_dem: the allocated demand from source X to utility Y (values between 0 and 1) Xtrmt_alloc_Y: the allocated treatment capacity from source X to utility Y (values between 0 and 1) Utilities files These files can be obtained by unzipping Utilities_subset.zip. Each of the 100 CSV files within the unzipped folder will contain weekly state variables at each utility for all 1,000 hydroclimatic realizations within a specific DU SOW. The column structure is as follows: Xst_vol: total available storage volume of utility X (in MG) Xcapacity: total storage capacity of utility X (in MG) Xnet_inf: : net inflow for all storage infrastructure for utility X (in MGD) Xst_rof: short term ROF for utility X (values between 0 and 1) Xst_stor_rof: short-term storage ROF for utility X (values between 0 and 1) Xst_trmt_rof: short-term treatment ROF for utility X (values between 0 and 1) Xlt_rof: long-term ROF for utility X (values between 0 and 1) Xlt_stor_rof: long-term storage ROF for utility X (values between 0 and 1) Xlt_trmt_rof: long-term treatment ROF for utility X (values between 0 and 1) Xrest_demand: restricted demand for utility X (in MGD) Xunrest_demand: unrestricted demand for utility X (in MGD) Xunfulf_demand: unfulfilled demand for utility X (in MGD) Xwastewater: wastewater return for utility X (in MGD) Xtreat_capacity: total treatment capacity for utility X (in MG) Xcont_fund: reserve (contingency) fund balance for utility X Xins_pout: insurance payout for utility X (% annual volumetric revenue) Xins_price: insurance price for utility X (% annual volumetric revenue) Xinfra_npv: infrastructure net present value for utility ($mil) Xst_vol: total available storage volume of utility X (in MG) Xdebt_serv: debt service for utility X (usually once per year if the infrastructure is triggered; % annual volumetric revenue) Xstor_vol: total stored volume (in MGD) Xobs_ann_dem: observed annual demand for utility X (in MGD) Xproj_dem: projected annual demand for utility X (in MGD) Xpv_debt_serv: present value of debt service payments for utility X (% annual volumetric revenue) Xgross_rev: gross revenue for utility X ($mil) Acknowledgment IM3 is a multi-institutional effort led by Pacific Northwest National Laboratory and supported by the U.S. Department of Energy's Office of Science as part of research in MultiSector Dynamics, Earth and Environmental Systems Modeling Program.

Artificial Intelligence

Solar Panel Installation at Goucher College

As part of our multi-phased sustainability initiative, Goucher College is implementing a series of necessary changes to become a model “green” campus. This comprehensive approach includes implementing systems designed to reduce energy consumption, water usage, and waste production by 2030. The first phase of this holistic endeavor is to develop two independent solar projects. One will be on the Facility Management Services building (FMS) and the other will be on the Central Utility Plan (CUP). The anticipated duration of this project is expected to be 24 months. When completed, the new photovoltaic panels (PVPs) and resulting solar array system will help offset campus energy consumption. The projects will also help the College achieve its goal of working towards operating primarily on renewable energy. During initial review of the project, it was revealed replacing the roofs prior to installing new PVPs would not only provide a sound structural foundation for the projects, but the new roofing systems will also aid de-carbonization. The project’s scope is divided between two buildings. Building A: FMS is the first building and Building B: CUP is the second building.

14 SOLAR ENERGY

MegaWatt Mayhem: Grid Operator Challenges Center Loads

This report provides a summary of the challenges faced by United States electricity grid operators in accommodating and anticipating the rapid deployment of large loads, particularly data centers, based on academic literature and industry working groups. The report highlights the unique requirements and operational characteristics of data centers, which differ significantly from traditional industrial loads. Key issues addressed utility planning considerations, with emphasis on the implications for grid operators, impacts to normal operations for grid operators, reliability considerations during periods of grid stress, and resilience considerations for the changing operational paradigms based on data centers. Real-world examples are used to highlight these challenges and the changes that grid operators must address. The findings underscore the necessity for coordinated efforts and innovative solutions from both grid operators and regulatory bodies to ensure the stable integration of large loads into the grid. This report is the first in a series that will explore the challenges of data center deployments based on several key power system perspectives.

24 - POWER TRANSMISSION AND DISTRIBUTION

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

Performance Assurance Planning Guide for Utility Energy Service Contracts: 2025 Edition

Administered by the U.S. Department of Energy's (DOE) Federal Energy Management Program (FEMP), the Utility Program has fostered collaboration among federal agencies and their serving utilities for more than 25 years. The Utility Program supports agencies using Utility Energy Service Contracts (UESCs), a well-developed, effective contracting vehicle that enable the latest approaches to cost-effective energy management at federal sites. Federal agencies have successfully used UESCs to award over 2,000 energy and water efficiency and renewable energy projects, investing approximately $\$$2.8 billion in furthering the Federal Government's efforts to reduce energy intensity. Authorized by 42 U.S. Code section 8256 (10 U.S. Code section 2913 for the Department of Defense), a UESC is a limited-source acquisition between a federal agency and an eligible serving utility for energy management services that generate savings from the implementation of energy- and water -conservation measures (collectively referred to as ECMs), with 42 U.S. Code section 8287 (Defense Federal Acquisition Regulation Supplement, Part 241), providing the term of a UESC, which may extend up to 25 years. Through a UESC, the utility partner assesses designs, and implements the desired ECMs - which can range from lighting retrofits and renewable energy systems, to combined heat and power plants or other technologies and strategies, and may provide financing for the project. The agency may use any combination of appropriations and third-party financing to pay for the project, providing useful flexibility. There is no limit to the project size, big or small, that can be implemented using a UESC. To assist agencies implementing a UESC, FEMP has developed a Utility Energy Service Contract Guide and this companion guidance document to help agencies and their utility partners better understand the best practices for to ensure UESCs continue to perform and generate savings throughout their performance period. These best practices utilize a combination of effective project management, communication, documentation, and a detailed Performance Assurance Plan. This plan is a project specific set of actionable protocols that define important tasks and responsibilities throughout the contract term and reflects the site conditions, complexities, agency capabilities, and operating and maintaining planned ECMs.

29 ENERGY PLANNING, POLICY, AND ECONOMY

Current Best Practices on Wildfire Risk Reduction for Electric Transmission and Distribution Systems

This report provides a set of best practices in response to Section 4(d) of Executive Order 14308, Empowering Commonsense Wildfire Prevention and Response. The information contained herein is expected to be used in conjunction with other materials at the Federal Energy Regulatory Commission Wildfire Risk Mitigation Technical Conference (Docket No. AD25-16-000), with possible direction to the North American Electric Reliability Corporation to take action. The objective of this report is to provide an overview of existing and emerging best practices currently employed or planned by utilities for wildfire mitigation, demonstrating how these efforts align with the executive order’s emphasis on reducing electric utility–caused wildfires while also balancing cost-effectiveness. Additionally, while most practices in utility-developed wildfire mitigation plans focus on risk reduction through robustness and operational reliability, this report also discusses best practices for resilience. The best practices are adopted from publicly available utility wildfire mitigation plans from the United States and Canada, recent findings from wildfire risk reduction research, and industry engagement.

24 POWER TRANSMISSION AND DISTRIBUTION

Advancing Understanding of Geothermal Representation in the Power Sector to Accelerate Deployment

Driven mostly by decarbonization goals, geothermal interest in the US power sector has grown considerably, gradually evolving from being considered a niche technology, to being recognized as a viable source of clean, baseload, grid-balancing power, and renewable electric power generation. Furthermore, recent technical advances that could greatly accelerate deployment in the near future, and US federal incentives for low-carbon generation technologies, including geothermal, can enable opportunities for integrating geothermal into utilities resource planning portfolios. However, in general, utilities do not have in-house expertise to evaluate geothermal technologies and its potential role in helping decarbonize the grid as well as help them achieve their individual decarbonization goals. To date, geothermal is rarely included in Capacity Expansion Models (CEM) which utilities use in their planning activities and resource/technologies prioritization. To this end, EPRI and NREL are working together in a DOE-GTO funded research project to improve geothermal understanding (opportunities, value, risks) among the power industry to help accelerate geothermal deployment. In the present paper we describe the approach and preliminary findings of this work, focused on two topics: 1) Expand the degree of understanding on the value, opportunity, and risk of geothermal technologies among utilities and related companies/groups, specifically around geothermal for power generation. 2) Improve representation of geothermal power technologies in capacity expansion models (CEM).

capacity expansion models

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

Examples of State and Utility Actions on Proactive Planning and Investments

As states across the U.S. confront rising electricity demand, clean energy deployment, grid modernization imperatives, and the integration of large new loads, some regulators and utilities are shifting away from reactive, “just-in-time” investment approaches toward more proactive planning and investment frameworks. This report compiles examples of jurisdictional and utility actions that reshape planning processes, cost recovery mechanisms, and performance oversight to anticipate—rather than simply respond to—future grid needs. Several themes emerge from state actions examined in this report. First, legislatures and commissions are increasingly directing utilities to proactively upgrade their distribution and transmission systems, reflecting a shift toward a forward-looking system that aligns planning with state policy goals. Second, states are establishing long-term, iterative planning frameworks that often feature multi-year horizons, biannual or annual compliance reporting, structured opportunities for stakeholder engagement, and emphasis on collaboration among utilities, regulators, and stakeholders. Third, states are actively investigating innovative cost recovery mechanisms designed to support accelerated electrification and grid modernization, while balancing consumer advocates’ concerns regarding the ratepayer financial risks of premature investments. Fourth, performance metrics and reporting requirements are being developed to ensure transparency and accountability for proactive investments. Fifth, methodological improvements in planning—such as aligning load forecasting assumptions, incorporating sensitivities, and considering load management potential across building, vehicles, storage, and demand response—are recurring areas of stakeholder focus across jurisdictions. Overall, these developments signify a growing recognition among state regulators, utilities, and stakeholders that proactive planning—supported by clear definitions, consistent and transparent methodologies, robust performance metrics, and innovative cost recovery mechanisms—is a tool that can be used to address the scale and urgency of contemporary grid needs.

electricity market

Risk-controlled Expansion Planning with Distributed Resources (REPAIR) v1.0

The Risk-controlled Expansion Planning with Distributed Resources (REPAIR) is an innovative tool to support decisions around utility grid planning to prevent and mitigate the impact of outages caused by routine equipment failures (reliability) or by extreme events (resilience), such as storms, earthquakes or wildfires that long term interruption of service. REPAIR is a risk-based optimization and decision-making model allowing informed and transparent "cost vs risk" decisions regarding infrastructural planning of electric utilities. The model considers long-term resilience and reliability planning strategies that rely on traditional infrastructure upgrade (e.g. circuit hardening, reinforcement, new substations, etc.) or new investment alternatives, such as DERs.

Heleno, Miguel [Lawrence Berkeley National Laborat