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DOE OSTI2023

Beneficial Integration of Energy Storage and Load Management with Photovoltaic (PV)

In recent years, a number of industry activities have aimed at addressing the integration challenges posed by the variability and uncertainty of higher penetration of renewable generation sources, like solar photovoltaic (PV) – one of the key objectives of the Sustainable and Holistic Integration of Energy Storage and Solar PV (SHINES) program launched by the U.S. Department of Energy's Office of Energy Efficiency and Renewable Energy (EERE). This EPRI led Beneficial Integration of Energy Storge, and Load Management with PV project aimed to design, develop, and demonstrate end-to-end distributed energy resource (DER) integration solution to build on these activities. EPRI led project team designed and implemented a local controller that uses model predictive control (MPC) algorithm to optimally manage DERs on site by planning for a receding horizon while executing the control settings for the first step of its plan. The team has also developed a system controller to interface with the local controller to demonstrate the hierarchical control and how it can leverage DER capabilities to address challenges like over voltage and thermal limit violations which typically limits the DER hosting capacity of distribution feeders. Team has demonstrated how the local controller with optimization algorithm can effectively manage controllable loads like HVAC, water heater, and pool pumps to allow for greater integration of PV with relatively smaller energy storage system requirements. Optimal utilization of the load control can also reduce the depth of discharge of batteries to meet grid export/import limit from behind-the-meter (BTM) DERs. Proper utilization of DER capabilities via local control intelligence, like the one developed and demonstrated in this project can help the industry to address integration challenges of higher penetration of solar PV in economically efficient manner. This can help to accelerate deployment of clean renewable energy systems at lower societal cost.

14 SOLAR ENERGY↗

DOE OSTI2025

Digital Assurance Checklist for Homeowners and Installers

This document provides a comprehensive Digital Assurance Checklist for securing behind-the-meter energy assets, focusing on both installers and homeowners. As distributed energy resources (DERs) such as solar PV and battery storage become integral to residential energy systems, cybersecurity emerges as a critical component of reliability and safety. The guide outlines actionable steps for installers during pre-installation, commissioning, and post-installation phases, emphasizing practices like network segmentation, credential management, firmware validation, and homeowner education. For homeowners, the document introduces a tiered approach to cyber hygiene—from essential measures like strong Wi-Fi credentials and automatic updates to advanced strategies such as network segmentation, DNS filtering, and intrusion detection. By adopting these practices, stakeholders can mitigate cyber risks, safeguard energy infrastructure, and ensure resilient, secure operation of DER systems. Additional resources and references to industry standards are included to support implementation.

99 - GENERAL AND MISCELLANEOUS↗

DOE OSTI2026

Digital Assurance Checklist for Homeowners and Installers

99 - GENERAL AND MISCELLANEOUS↗

DOE OSTI2024

Least-cost Optimal Distribution Grid Expansion (LODGE) v1

LODGE finds the least-cost portfolio of traditional distribution system upgrades to integrate new loads and behind-the-meter DERs in combination with advanced non-wire alternative (NWA) planning solutions, such as utility-owned storage and distributed PV. Working with a set of least-cost solutions per feeder/substation allows us to benchmark and compare techno-economic performance of different traditional and NWA planning solutions. An important aspect of the LODGE model is that it includes power flow operation constraints. This means that the least-cost planning solutions delivered by LODGE are technically feasible. Available projects in LODGE portfolio include: 1) feeder reconductoring; 2) transformers upgrades; 3) non-wire alternatives, such as strategic siting and sizing of storage and distributed PV; 4) voltage regulators.

Heleno, Miguel↗

DOE OSTI2022

A Case Study about Energy and Cost Impacts for Different Community Scenarios Using a Community-Scale Building Energy Modeling Tool

The United States building sector consumed approximately 75% of electricity in 2019. By implementing renewable energy technologies and control strategies into buildings, future buildings will serve as energy generators as well as consumers. To accommodate this transition, communications among buildings and between buildings and the grid could provide more possibilities to optimize the energy performance of buildings. This paper develops a community-scale building energy model tool and conducts a case study adopting behind-the-meter distributed energy resources, sharing energy in different buildings, and using different electricity tariff structures. Three scenarios are studied: (1) electricity only supplied by the grid, (2) photovoltaic (PV) panels installed on and available to some but not all buildings, and (3) a connected community. To consider the impacts of locations and energy tariffs, this paper selects four cities and three electricity tariffs to evaluate the energy and cost performances of these three scenarios. The results show that the PV panels in Scenario 2 reduce 25% to 33% of the community-level electricity consumption and 20% to 30% of the community-level electricity cost compared with Scenario 1 in all studied locations and energy tariffs. By considering power management in the connected community (Scenario 3), the electricity consumption and cost can be further reduced by 6% to 7% and 5% to 11%, respectively, compared with Scenario 2.

29 ENERGY PLANNING, POLICY, AND ECONOMY↗

DOE OSTI2026

Gaps in PV-Coupled Battery Modeling

With the rapid increase in battery attachment rates for PV systems and the continued qualification of storage for the ITC under OBBB, accurately characterizing PV-coupled batteries is becoming increasingly critical for the PV industry. This presentation will explore the key gaps in current best practices for modeling PV-coupled battery storage, including challenges such as battery thermal conditioning, the influence of dispatch strategies on battery value, the limitations of oversimplified degradation and performance models, and the absence of a centralized database containing sufficient battery parameters for accurate modeling. For behind-the-meter applications, we will also address issues like mismatched solar resource and load profiles, as well as uncertainties in future utility rates. Where applicable, we will quantify the impacts of these gaps on the accuracy and uncertainty of modeling efforts and highlight ongoing research aimed at addressing these challenges.

14 SOLAR ENERGY↗

DOE OSTI2024

Prefeasibility Analysis of Behind-the-Meter Distributed Energy Resources in Highland Park, MI: Highland Park Pathways to Power [Slides]

Through the Communities LEAP (Local Energy Action Program) Pilot, the National Renewable Energy Laboratory (NREL) engaged the Highland Park Stakeholder Coalition to scope four technical assistance work areas to address their energy needs and goals. This slide deck addresses the highlighted tasks under work area "B" related to policy analysis, due diligence, and case studies for removing barriers and providing best practices for local clean energy development. NREL used the REopt platform to evaluate the techno-economic potential of adding solar PV, electric storage, and/or diesel generators at several locations in Highland Park, Michigan: a typical residential and commercial building in Highland Park, the Earnest T. Ford Recreation Center, and the Parker Village Microgrid. The analysis goals focused on the ability of solar PV, electric storage, and/or diesel generators to reduce electricity costs and improve site resilience.

24 POWER TRANSMISSION AND DISTRIBUTION↗

DOE OSTI2022

Hybrid Power Plants: Status of Operating and Proposed Plants, 2022 Edition [Slides]

Falling battery prices and the growth of variable renewable generation are driving a surge of interest in “hybrid” power plants that combine, for example, wind or solar generating capacity with co-located batteries. While most of the current interest involves pairing photovoltaic (PV) plants with batteries, other types of hybrid or co-located plants with wide-ranging configurations have been part of the U.S. electricity mix for decades. This annually updated briefing tracks and maps existing hybrid or co-located plants across the United States while also synthesizing data mined from power purchase agreements (PPAs) and generation interconnection queues to shed light on near- and long-term development pipelines. The scope includes co-located hybrid plants that pair two or more generators and/or that pair generation with storage at a single point of interconnection, and full hybrids that feature co-location and co-control. The focus is on plants with one megawatt (MW) or more of capacity; smaller (often behind-the-meter) projects are also increasingly common, but are not included in this data synthesis. Key findings from the latest briefing include: -At the end of 2021, there were nearly 300 hybrid plants (>1 MW) operating across the United States, totaling nearly 36 gigawatts (GW) of generating capacity and 3.2 GW/8.1 GWh of energy storage. PV+storage plants are by far the most common, dominating in terms of plant number (140), storage capacity (2.2 GW/7.0 GWh), storage:generator ratio (53%), and storage duration (3.2 hours). But there are nearly twenty other hybrid plant configurations as well, including several different fossil hybrid categories (each dominated by the fossil component) as well as wind+storage, wind+PV, wind+PV+storage, geothermal+PV, and others. -Last year was a breakout year for PV+storage hybrids in particular: 67 of the 74 hybrids added in 2021 were PV+storage. By the end of 2021, there were more GW of battery capacity installed in PV+storage hybrids (2.2 GW) than as standalone storage plants (1.8 GW). The difference is even starker in energy terms, with PV+storage plants hosting twice as much battery capacity as standalone storage plants (7 GWh vs. 3.5 GWh, respectively). Much of the battery capacity added in hybrid form in 2021 was a battery retrofit to a pre-existing PV plant. -Data on plants under development from the interconnection queues of all seven ISOs/RTOs plus 35 individual utilities suggest that these hybridization trends are likely to continue. At the close of 2021, there were more than 670 GW of solar plants in the nation’s queues; 285 GW (~42%) of this capacity was proposed as a hybrid, most typically pairing PV with battery storage (PV+storage represented nearly 90% of all hybrid capacity in the queues). For wind, 247 GW of capacity sat in the queues, with 19 GW (~8%) proposed as a hybrid, again most-often pairing wind with storage (wind+storage represented ~4% of all hybrid capacity in the queues). Meanwhile, nearly half of all storage in the queues is estimated to be part of a hybrid plant. While many of these proposed plants will not ultimately reach commercial operations, the depth of interest in hybrid plants—especially PV+storage—is notable.

24 POWER TRANSMISSION AND DISTRIBUTION↗

DOE OSTI2024

Solar-Plus-Storage Program Design: Frameworks and Examples [Slides]

The Columbia River Treaty Tribes in the Pacific Northwest - the Nez Perce, Umatilla, Warm Springs, and Yakama - hold treaty-reserved fishing rights for the Columbia River, the largest river in North America flowing into the Pacific Ocean. The four Tribes, through the Columbia River Inter-Tribal Fish Commission (CRITFC), prepared a vision for a more harmonized energy and water system in their 2022 Energy Vision for the Columbia River Basin. In it, the four Tribes envision a future where the Columbia Basin electric power system supports healthy and harvestable fish and wildlife populations, protects Tribal treaty and cultural resources, and provides clean, reliable, and affordable electricity. To help realize the Energy Vision, CRITFC received technical assistance from the National Renewable Energy Laboratory (NREL) through the Communities Local Energy Action Program (LEAP) pilot with the goal of ensuring that the Tribes are fully informed and prepared to integrate their interests into regional power system planning. This resource aims to provide an overview of program and policy design frameworks for behind-the-meter (BTM) energy storage and solar-plus-storage programs and examples from across the United States. This information is intended to build CRITFC's understanding of potential policies and program designs that could support the deployment of solar photovoltaics (PV) and energy storage in the Pacific Northwest.

14 SOLAR ENERGY↗

DOE OSTI2025

How to Model Batteries (with PV, Stand-Alone, or Hybrids) in SAM and PySAM

This tutorial will be a deep dive into considerations for battery modeling and demonstrating how to model them in SAM, including battery chemistry, thermal modeling, degradation/lifetime, dispatch, interconnection limits and curtailment, and their associated impacts on project profits and battery lifetime. By the end of the tutorial attendees will know how to size and model both behind-the-meter and front-of-meter battery systems, including financial analysis and pairing with other PV models (including pvlib) via PySAM.

25 ENERGY STORAGE↗

DOE OSTI2023

Hybrid Power Plants: Status of Operating and Proposed Plants, 2023 Edition [Slides]

Improving battery technology and the growth of variable renewable generation are driving a surge of interest in “hybrid” power plants that combine, for example, wind or solar generating capacity with co-located batteries. While most of the current interest involves pairing photovoltaic (PV) plants with batteries, other types of hybrid or co-located plants with wide-ranging configurations have been part of the U.S. electricity mix for decades. This annually updated briefing tracks and maps existing hybrid or co-located plants across the United States while also synthesizing data from power purchase agreements (PPAs) and generation interconnection queues to shed light on near- and long-term development pipelines. The scope includes “co-located hybrids” that pair two or more resources (e.g., multiple types of generation and/or generation with storage) that are operated largely independently behind a single point of interconnection, and “full hybrids” that also feature coordinated operations of the co-located resources. The focus is on plants with one megawatt (MW) or more of capacity; smaller (often behind-the-meter) projects are also increasingly common, but are not included in this data synthesis. Key findings from the latest briefing include: -At the end of 2022, there were 374 hybrid plants (>1 MW) operating across the United States (+25% compared to the end of 2021), totaling nearly 41 GW of generating capacity (+15%) and 5.4 GW/15.2 GWh of energy storage (+69%/+88%). PV+storage plants are by far the most common, dominating in terms of plant number (213), storage capacity (4.0 GW/12.5 GWh), storage:generator capacity ratio (49%), and storage duration (3.1 hours). But there are nearly twenty other hybrid plant configurations as well, including several different fossil hybrid categories (each dominated by the fossil component) as well as wind+storage, wind+PV, wind+PV+storage, geothermal+PV, and others. -Last year was another strong year for PV+storage hybrids in particular: 59 of the 62 hybrids added in 2022 were PV+storage. As of the end of 2022, there was roughly as much storage capacity operating within PV+storage hybrid plants as in standalone storage plants (~4 GW each). In storage energy terms, however, PV+storage edged out standalone storage by ~2 GWh (12.5 GWh vs. 10.4 GWh, respectively). -Interconnection queue data show continued strong developer interest in hybridization. At the close of 2022, there were 51% more hybrid plants—representing 59% more generating capacity—in interconnection queues across the United States than there were at the end of 2021. Solar dominates these proposed plants as well: at the close of 2022, there were 457 GW of solar capacity proposed as a hybrid (representing ~48% of all solar capacity in the queues), most typically pairing PV with battery storage. At the same time, there were 24 GW of wind capacity proposed as a hybrid (representing ~8% of all wind capacity in the queues), again most-often pairing wind with storage. Meanwhile, more than half of all storage in the queues is estimated to be part of a hybrid plant. While many of the plants proposed in the queues will not ultimately reach commercial operations, the depth of interest in hybrid plants—especially PV+storage—is notable, particularly in certain regions. For example, in CAISO, 97% of all solar capacity and 45% of all wind capacity in the queues is proposed as a hybrid. -The report also surveys power purchase agreement (PPA) price data from a sample of operating and proposed PV+storage plants. Though PV+storage PPA prices have fallen over time, “levelized storage adders” have recently increased somewhat to ~$\$ $7000/MW-month, ~$\$ $60/MWh-stored (assuming one full cycle per day), or ~$\$ $15/MWh-PV. Some of the recent price increase could simply reflect a trend towards higher battery:PV capacity ratios over time, which increases costs, all else being equal. The well-publicized impact of inflationary and supply chain pressures on battery prices is no doubt a contributor as well.

25 ENERGY STORAGE↗

DOE OSTI2022

Advanced Distributed Wind Turbine Controls Series: Part 1-Flatirons Campus Model Overview – Microgrids, Infrastructure Resilience, and Advanced Controls Launchpad (MIRACL)

Wind turbines are typically deployed to provide energy, reduce diesel-fuel consumption, reduce carbon emissions, and reduce costs for energy and fuel transportation. However, in addition to solely providing energy to the power system, wind turbines contain rotating masses and inverter-based controls that can enable various reliability and resilience services through advance controls. As part of the Microgrids, Infrastructure Resilience, and Advanced Controls Launchpad (MIRACL), it is demonstrated that advanced wind turbine controls can be employed to support higher contributions of wind, and to demonstrate ways that wind can play a role in supporting grid stability in islanded or grid-connected configurations. This paper documents models of various subsystem comprising a portion of NREL's Flatirons campus that will be used in three subsequent reports to demonstrate capabilities of advanced wind turbine controls. The series of reports will detail advanced capabilities of distributed wind turbines to provide support to isolated grids, distribution grids, and microgrids. We developed models to simulate a wind turbine (600 kW), solar PV (430 kW), battery energy storage system (1 MW/1MWh), a diesel generator (2 MW) and various types of loads (critical, dynamic). The model of the subsystems in MATLAB/Simulink are validated with available data from real-world components on NREL's Flatirons Campus. These validated models can be configured for various studies including four MIRACL use cases: 1) isolated grids, 2) microgrids, and 3) behind-the-meter, and 4) front-of-the-meter wind turbine deployments.

17 WIND ENERGY↗

DOE OSTI2025

Revising the Feasibility Study for Solar PV Deployment Conducted for Pueblo of Zia in 2013

The project team comprising ICAST (International Center for Appropriate and Sustainable Technology), a national 501 c3 nonprofit, and Pueblo of Zia worked to determine the feasibility of constructing two different types of solar projects. The first is a 5 MW solar farm on tribal land, adjacent to the Tri-State Generation and Transmission substation, the utility that has exclusive rights to serve the Pueblo of Zia. The second is behind-the-meter solar installations on or near Pueblo of Zia buildings, such as the Zia Enrichment Library, the T'siya Enrichment Center, the Health and Wellness Center, the Tribal Administration Building, and Zia Pueblo Senior Center.

14 SOLAR ENERGY↗

DOE OSTI2023

Decarbonizing all-electric communities via carbon-responsive control of behind-the-meter resources

The progression of electrification in the building and transportation sectors brings new opportunities for energy decarbonization. With higher dependence on the grid power supply, the variation of the grid carbon emission intensity can be utilized to reduce the carbon emissions from the two sectors. Existing coordinated control methods for buildings with distributed energy resources (DERs) either consider electricity price or renewable energy generation as the input signal, or adopt optimization in the decision-making, which is difficult to implement in the real-world environment. This paper aims to propose and validate an easy-to-deploy rule-based carbon responsive control framework that facilitates coordination between all-electric buildings and electric vehicles (EVs). The signals of the grid carbon emission intensity and the local photovoltaics (PV) generation are used for shifting the controllable loads. Extensive simulations were conducted using a model of an all-electric mixed-use community in a cold climate to validate the control performance with metrics such as emissions, energy consumption, peak demand, and EV end-of-day state-of-charge (SOC). Our study identifies that 4.5% to 27.1% of annual emission reduction can be achieved with limited impact on energy costs, peak demand, and thermal comfort. Additionally, up to 32.7% of EV emission reduction can be obtained if the EV owners reduce the target SOC by less than 21.2%.

24 POWER TRANSMISSION AND DISTRIBUTION↗

DOE OSTI2024

Optimal hybrid power plants for electric vehicle charging demand

Transmission constraints, increasing motivations to decarbonize, and concerns over peak electric vehicle (EV) load impacts on local grids have driven electric customers to consider behind-the-meter, hybrid power plant generation and storage at the distributed-grid level for EV charging. In this study, we develop capabilities to optimize hybrid power plant component capacities for EV charging. We then demonstrate these capabilities in a case study for Boulder, Colorado, using public EV charging data as well as wind and solar resource data. Our results show system designs that balance the cost of energy with load-meeting and peak shaving performance. Within the case study, systems designed for wind, solar photovoltaic (PV), and storage resulted in lower cost of energy than those optimized for PV and storage only. This indicates that in areas where wind resource exists, hybrid power plants that include wind, PV, and battery assets can better meet EV charging loads (including peak loads that are prone to overloading local grids) than PV and battery assets alone. Future work to address limitations in this paper include extending cost modeling to include performance losses (e.g., based on operations or weather) and charging station costs to estimate levelized cost of charging, and quantifying uncertainty and error in our aggregation methods for estimating EV charging loads at the hourly timescale.

14 SOLAR ENERGY↗

DOE OSTI2026

First Solar Thermal Energy Planner (STEP 1) and Nationwide Industrial Heat and Power Analysis

The First Solar Thermal Energy Planner (STEP 1) and Nationwide Industrial Heat and Power Analysis (aka the STEP 1 Project or the Project) aimed to (1) developed a brand-new web tool that could provide decision support through free, rapid techno-economic analysis of behind-the-meter solar+storage systems for industrial process heat and (2) conduct high-level analyses of the cost-competitiveness of the same systems across the US in key sectors. The STEP 1 web tool collects key location, land availability, thermal load profile, proccess heat temperature and media, and other key parameters through an easy-to-use user interface (UI). The UI was designed to meet the user at their level of understanding by minimizing the number of required inputs as much as possible while including options for more nuanced inputs if the user desires. STEP 1 advises users on which solar thermal tehcnologies that could fit their needs based on the inputs provided (namely process media and temperature). The tool can model a wide range of solar thermal technologies including flat plate collectors, evacuated tubes, parabolic troughs, linear Fresnel, and molten salt towers all with corresponding thermal energy storage (TES) - solar PV with resistive heating and TES is also included. Once the parameters are collected, a nominal thermal energy production profile for the facility's location is generated using NREL's System Advisory Model (SAM) and then passed to a modified version of NREL's REopt platform to optimize the size (capacity) and dispatch of the solar+storage system to minimize lifecycle costs subject to energy balance, fuel and electricity rates, emission reductions goals, and other constraints. This entire process takes less than 20 minutes, is completely free, requires zero coding skills, and provides the user with a high-level assessment on the techno-economic feasability of deploying solar+storage systems for their energy needs. In addition to the development of the STEP 1 web tool, the project completed two complementary analyses focused on leveraging the backend code of STEP 1, public industrial facility locations and fuel consumption data, and key sector information to assess the economic opportunity of reducing fuel costs at various levels of capacity factor around the US. Both analyses found that there are key markets, locations, industrial sectors (namely food and beverage), and degrees of offset where solar thermal technologies could be cost-effectively deployed, highlighting a key market entry point for these technologies, and assessing deployment potential. In summary, the STEP 1 project improved the opportunities for solar+storage systems to expand into the industrial process heat market through breaking down barriers to assessing these technologies.

14 SOLAR ENERGY↗

DOE OSTI2025

Packages of Distributed Energy Technologies Demonstrating Demand Flexibility at Community Scale

The combination of increased electric load growth across all sectors, deferred electrical infrastructure investment, and other factors resulting in variable electric power supply, has created technical challenges to maintaining a resilient and reliable grid. Many federal, regional, and local efforts are in play to modernize the electric grid, including advancing building technologies and distributed energy resources (DERs) that are utilizing smarter controls to become responsive to both occupant and grid needs. This report reviews ten pilot projects demonstrating how groups of buildings combined with behind-the-meter (BTM) DERs such as electric vehicle (EV) charging, battery storage, flexible HVAC and domestic hot water systems, and photovoltaic systems can reliably and cost effectively provide grid services. Each of the ten pilot projects aim to deliver both energy efficiency and demand flexibility (DF) while supporting load growth. The ten demonstration teams are piloting flexible DER packages across diverse communities of residential and commercial buildings to address a variety of regional grid needs. The outcomes of these pilot projects will be used to inform future scaling through utility program development. This paper characterizes the ten teams, showcasing the decision-making process used by each group to develop their packages (Section 2), the grid services they plan to deliver (Section 3), the types of DER packages selected for deployment within building sectors (Section 4) and trends between building sector, DER types, and grid services In order to achieve community scale benefits, the pilot projects must utilize aggregated control mechanisms for coordinating buildings and DERs together. Several types of coordinated control architectures have evolved amongst the teams, influenced by use type, existing market conditions, and integration type. Three coordinated controls architectures have been characterized, highlighting their use cases, benefits, challenges, and tradeoffs in their design. These insights can aid utilities, control vendors, and developers in scaling community-level energy systems (Paul, 2024). Ultimately, the technology packages selected by the ten teams will be coordinated to provide power system services, also known as grid services. Insights from these demonstrations will be useful for grid operators, regulators, aggregators and other stakeholders as they look to deploy demand flexible resources as grid services in the future. The grid services that each team is targeting for demonstration are described in Section 3 and Section 4. Methods for evaluating the grid services have been described in the paper Metrics for Evaluating Grid Service Provision from Communities of Grid-interactive and Efficient Buildings and other DER (MacDonald, 2023). To identify technology packages for demonstration, Section 2 shows that project teams used a range of analysis approaches, including building energy modeling, AMI data analysis, cost-benefit frameworks, and utility pilot data. Some teams emphasized technical modeling to quantify grid impacts and demand reduction potential, while others prioritized economic evaluations, stakeholder input, or exploratory pilots to inform deployment decisions. This diversity reflects the need to tailor selection methods to project goals, available data, and organizational context. Section 5 discusses trends between the DER technologies deployed and the grid service provisions from each team. Residential buildings (multifamily and single family) lean towards technologies that enhance energy efficiency (e.g. weatherization upgrades, smart thermostats) and onsite power generation integration (e.g. solar PV). Commercial building demonstrations prioritize technologies that ensure operational reliability (e.g. battery storage) and centralized energy management systems and optimization solutions. Teams that are deploying controllable storage-based technologies are more likely to provide grid services that require a near real-time response. Teams incorporating load shifting technologies like smart thermostats with HEMs are likely to include energy markets participation and customer bill management offerings. Campus demonstrations are adopting diverse sets of DERs to emphasize renewable generation, paired with centralized control. This section also describes technologies that were considered during project planning but ultimately excluded from final deployment. These demonstrations reveal that effective DER package design should be tailored to building type, customer segment, and construction vintage. Multifamily buildings benefit from centralized HVAC upgrades and supervisory controls, while single-family homes are well-suited for individualized technologies like solar, storage, and smart home energy monitors. Commercial and campus settings prioritize EMIS integration and load optimization. New construction enables cost-effective integration of DER-ready infrastructure, whereas retrofits require deployments aligned with owner and tenant value streams. For utility program planners, early coordination with developers and building owners, paired with segmented and modular program offerings, can improve adoption, scalability, and grid impact.

24 POWER TRANSMISSION AND DISTRIBUTION↗

DOE OSTI2024

Risk-informed Hierarchical Control of Behind-the-Meter DERs with AMI Data Integration (Final Technical Report)

This project addresses several key barriers to implement the next generation demand response applications and provides a clear understanding of implementing hierarchical and standalone control using AMI data. Through this program, Eaton has developed and tested a meter-as-a-controller prototype with the help of other partners--- National Renewable Energy Laboratory (NREL), Electric Power Research Institute (EPRI), Pecan St Inc. (PSI), and Delaware Electric Cooperative (DEC). The controller can utilize residential controllable loads such as heating, ventilation, and air conditioner (HVAC), electric water heater and distributed energy resources like solar PV and battery energy storage systems for off-setting the demand that is required from the grid, thus providing reliable grid-services for demand reduction or peak shaving. The controller is also capable of coordinating the resources of the premises for better management and energy efficiency while meeting the comfort bound of the premises owner as quality-of-service. The development has been demonstrated in a three virtual-home setup at system performance lab of NREL with real appliances (HVAC, electric water heater, solar PV, and battery). The technology has also been proved through laboratory and field demonstration with successful interconnectivity (e.g., end-to-end communication and data exchange) between the residential appliances and utility through the RF network at Delaware Electric Co-op (DEC) in Delaware.

32 ENERGY CONSERVATION, CONSUMPTION, AND UTILIZATI↗