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DOE OSTI2024

Survey and Gap Prioritization of U.S. Electric Vehicle Charge Management Deployments

The goal of this study was to survey and characterize the scope of current technical and programmatic knowledge pertaining to EV charge management technologies and practices in the US and relevant international jurisdictions. This characterization of existing field demonstrations and knowledge derived were used to determine gaps in the SCM demonstration landscape. Addressing these gaps through research and demonstration could increase confidence in the U.S. that load management and EV charge control could achieve overarching societal benefits. A survey of charge management deployments and input from stakeholders was completed to determine the state-of-the-art of smart charge management (SCM) where SCM is defined as controlling the amount of power exchanged between chargers and EVs to meet customers' charging needs while also responding to external power demand or pricing signals to provide load management, resilience, or other benefits to the customer and electric grid. The survey was the basis of the gap analysis in this report and determines which areas are well understood, with high confidence, and which areas need further investigation. Existing examples of EV charge management are characterized here to determine aspects that are ready for widespread deployment and have been demonstrated in the field. These include demonstration studies, pilots, programs, and EV-specific tariffs. In all, 110 examples of charge management were characterized. The data sources were public literature and utility filings as well as targeted interviews. In addition, 43 interviews with stakeholders were conducted with a consistent set of questions used in each interview. This study prioritized gaps in demonstrated SCM capabilities based on 1) Urgency of the particular use-case to offset traditional grid assets, 2) Impact, extensibility, and scaling of results across the entire spectrum of 3000+ utility service territories including projected technical and market potential for a given grid service, and 3) Value of federal funding in addressing the gap, including potential to leverage and/or add scope to existing field demonstrations funded by other non-federal funding mechanisms.

33 ADVANCED PROPULSION SYSTEMS↗

DOE OSTI2026

Colorado Residential Resiliency and Managed Charging

Validate and model impacts of electric vehicle (EV) home charging on service transformers; analyze diverse grid locations and configurations to determine 'risk factors'; finalize/deliver new design tools and typical EV load curves; improve/issue new construction standards for transformers, secondaries, and services. To ensure residential charging equity, smart charge management strategies will be studied and analyzed with the goal of creating affordable demand charges for customers.

33 ADVANCED PROPULSION SYSTEMS↗

DOE OSTI2025

Key Performance Indicators for Vehicle Grid Integration

Electric vehicle (EV) sales account for a rapidly growing portion of the light-duty vehicle market and a portion of medium and heavy-duty fleet vehicles. However, in many locations, charging stations will require costly utility grid upgrades with long lead times. Today, there are a few methods of smart charge management (SCM) which can reduce the costs and wait times for electric vehicle supply equipment (EVSE) interconnection approvals, as well as reduce impacts of the charging stations on the grid and on EV driver transportation costs. It is crucial for the EV charging industry to understand the vehicle grid integration (VGI) requirements for EVSE to prevent adverse impacts from EVSE interconnections and assure that charging loads and interconnections are affordable.

33 - ADVANCED PROPULSION SYSTEMS↗

DOE OSTI2022

EVs@Scale Deep Dive - SCM/VGI (Day 2: SCM/VGI Demonstration)

The U.S. Department of Energy (DOE) Electric Vehicles at Scale Laboratory Consortium (EVs@Scale Lab Consortium) is accelerating research to support the establishment of a secure and scalable national network of charging infrastructure. Critical to this effort is an understanding of the potential grid impacts of EV charging and possible smart charge management (SCM) or vehicle-grid integration (VGI) capabilities that could mitigate these impacts. The EVs@Scale SCM/VGI Pillar is analyzing the impacts of EV charging and developing and demonstrating the capabilities of both SCM and VGI with many different vehicle use cases and grid scenarios. This Deep Dive Discussion from year 1 of the project encompasses the progress and future plans for the demonstration components of the FUSE (Flexible charging to Unify the grid and transportation Sectors for Evs at scale) project.

ADVANCED PROPULSION SYSTEMS,POWER TRANSMISSION AND↗

DOE OSTI2023

Electric Vehicles at Scale (EVs@Scale) Laboratory Consortium Deep-Dive Technical Meeting: May 18, 2023

The U.S. Department of Energy (DOE) Electric Vehicles at Scale Laboratory Consortium (EVs@Scale Lab Consortium) is accelerating research to support the establishment of a secure and scalable national network of charging infrastructure. Critical to this effort is an understanding of the potential grid impacts of EV charging and possible smart charge management (SCM) or vehicle-grid integration (VGI) capabilities that could mitigate these impacts. The EVs@Scale SCM/VGI Pillar is analyzing the impacts of EV charging and developing and demonstrating the capabilities of both SCM and VGI with many different vehicle use cases and grid scenarios. This Deep Dive Discussion from year 2 of the project encompasses the progress and future plans for the analysis components of the FUSE (Flexible charging to Unify the grid and transportation Sectors for Evs at scale) project.

ADVANCED PROPULSION SYSTEMS,ENERGY PLANNING, POLIC↗

DOE OSTI2026

Analyzing SCM Grid Benefits from Electric Transportation [Slides]

Increasing adoption of EVs and expanding unmanaged charging loads could increase the cost of transportation energy due to increasing load variability and shrinking infrastructure capacity. The actual cost of transportation energy, such as charging an EV, depends on several factors including energy costs, charging infrastructure costs, and applicable grid upgrades. Based on studies from past DOE projects; RECHARGE, DirectXFC, FUSE and 21st Century Truck Partnership (21CTP) the EV-CENTS project will develop a transportation energy cost metric to better quantify these factors and provide a framework for assessing the value potential of new technology solutions, such as smart charge management (SCM), which could reduce these costs for all stakeholders. The initial assessment will focus on the cost of charging, which will vary across vehicle classes such as light-duty vehicles (LDV) or medium and heavy-duty vehicles (MHDV), as well as across different vocations resulting in many different use cases for this metric. Cost of charging results will be developed for each use case in both uncontrolled and controlled scenarios to understand the value potential of different SCM objective functions and their ability to optimize the cost of energy and delay or eliminate the need for electrical upgrades.

33 ADVANCED PROPULSION SYSTEMS↗

DOE OSTI2022

EVs@Scale Deep Dive - SCM/VGI (Day 1: SCM/VGI Analysis)

The U.S. Department of Energy (DOE) Electric Vehicles at Scale Laboratory Consortium (EVs@Scale Lab Consortium) is accelerating research to support the establishment of a secure and scalable national network of charging infrastructure. Critical to this effort is an understanding of the potential grid impacts of EV charging and possible smart charge management (SCM) or vehicle-grid integration (VGI) capabilities that could mitigate these impacts. The EVs@Scale SCM/VGI Pillar is analyzing the impacts of EV charging and developing and demonstrating the capabilities of both SCM and VGI with many different vehicle use cases and grid scenarios. This Deep Dive Discussion from year 1 of the project encompasses the progress and future plans for the analysis components of the FUSE (Flexible charging to Unify the grid and transportation Sectors for Evs at scale) project.

ADVANCED PROPULSION SYSTEMS↗

DOE OSTI2026

EVs-at-RISC: A Secure and Resilient Interoperable SCM Control System Architecture for Electric Vehicle’s-at-Scale (Final Technical Report)

The EVs-at-RISC project was a five-year research, development, and demonstration initiative to create foundational tools for utility-scale fleet aggregation and Smart Charge Management (SCM) of Electric Vehicles (EV), Electric Vehicle Charging Infrastructure (EVCI), and related Distributed Energy Resources (DER). Rather than seeking to develop and demonstrate highly perfected SCM algorithms and control strategies, this project instead focused on creating foundational software solutions that enable unprecedented digital interoperability across the communications technologies and vendor platforms used to manage EV , EVCI, and DER, as well as existing energy management infrastructure operated by utilities, grid operators, and aggregators. This project then extends these novel interoperability capabilities to develop and deploy powerful middleware abstractions across grid edge networks and EVCI/DER fleet aggregations incorporating modern software tools and best practices, such as CI/CD, to bring the immense capabilities of infrastructure-as-code and policy-as-code to modern grid edge network environments. This addresses the foremost systemic issues preventing realization of any net operational benefits from scaled deployment of behind-the-meter EV, EVCI, and DER assets in electric power grids and markets today. The results of this approach and project unlock massive potential for new SCM capabilities to be easily prototyped, evaluated, and deployed at-scale within the existing grid edge network infrastructure and EVCI/DER technology ecosystem. The EVs-at-RISC project achieves this by extending Open Field Message Bus (OpenFMB), a conceptual model for digital interoperability and distributed intelligence in traditional front-of-meter utility SCADA networks, validating our hypothesis that OpenFMB could be similarly used to solve systemic digital interoperability issues in behind-the-meter environments and unlock real-world utility-scale SCM capabilities without requiring any new proprietary vendor solutions or significant infrastructure reconfiguration.

24 POWER TRANSMISSION AND DISTRIBUTION↗

DOE OSTI2023

EVs@Scale Next-Gen Profiles - Fleet Utilization 2023

As U.S. fleet operators begin transitioning to electric vehicles (EVs), critical questions arise regarding how to manage this shift without disrupting fleet operations or placing undue stress on the electric grid. A major challenge for fleets is maintaining effective operational schedules while accommodating charging requirements, particularly with high-power charging (HPC) infrastructure, which presents grid stability concerns for utilities. Proposed solutions such as charging substations, megawatt charging systems (MCS), and smart charge management systems (SCMS) offer potential pathways forward, but their effectiveness depends on alignment with real-world fleet behavior and operational constraints. This report investigates the charging and utilization behavior of EV and EVSE fleets actively employing HPC technologies by conducting detailed case study analyses based on telematics data. A suite of predefined metrics—covering charging, routing, and other operational behaviors—is developed to evaluate the impact of fleet activities on grid infrastructure and identify opportunities for optimization. Results highlight variations in charging behavior across fleets, such as weekday versus weekend usage, diurnal charging trends, and the role of operational predictability in enabling SCMS effectiveness. While SCMS can help lower costs and improve energy efficiency for fleets with stable schedules, they may be insufficient for fleets with highly variable or long-haul operations, which may require more robust solutions like MCS. Visualization of aggregated hourly energy metrics reveals that while fleet behaviors are diverse, there are common temporal patterns that could inform infrastructure planning and energy management. These insights emphasize the need for fleet-specific charging strategies that minimize grid impact while supporting reliable fleet operations. Additionally, the report underscores the broader economic stakes of electrification, particularly in high-value markets such as freight, where misaligned transitions could stall EV adoption. By examining current EV and EVSE fleet deployments using predetermined standardized metrics, this study offers a foundation for developing technologies and operational frameworks that support scalable, grid-compatible electrification across a variety of fleet types while establishing a baseline understanding of operational behaviors. In doing so, we aim to ensure that future charging solutions reflect actual fleet needs and grid constraints—an essential step toward maintaining operational continuity and achieving a successful transition to electric fleet operations.

Charging↗

DOE OSTI2020

Charging Infrastructure Technologies: Smart Electric Vehicle Charging for a Reliable and Resilient Grid (RECHARGE)

Annual Merit review of the Smart Electric Vehicle Charging for a Reliable and Resilient Grid (RECHARGE) project. This project will demonstrate the value of smart charge management to reduce the impact of Electric Vehicles at Scale. Assess management of Plug-in Electric Vehicle (PEV) charging at scale to avoid negative grid impacts, identify critical strategies and technologies, and enhance value for PEV / EVSE / grid stakeholders.

47 OTHER INSTRUMENTATION↗

DOE OSTI2020

Real-Time Implementation of Smart Wireless Charging of On-Demand Shuttle Service for Demand Charge Mitigation

This paper presents a smart charge management strategy for an on-demand electric shuttle operating at the National Renewable Energy Laboratory (NREL) campus and supported by an inductive charger at the vehicle's waiting spot. A new control algorithm has been proposed for mitigating the demand charges incurred from the wireless charger. It monitors the shuttle, wireless charger, renewable energy generation, and other loads and regulates charging behavior for demand charge mitigation. Within the control algorithm, an energy prediction is made to estimate the mobility needs of the vehicle and maintain uninterrupted service during operation while still minimizing peak demand. The proposed controller is designed and optimized using a Simulink model for the entire system. It is then implemented and tested in real time at the NREL campus using online cloud services. Two vehicle-use cases' charge-sustaining and charge-depletion operation' are tested under different campus power profiles and drive cycles to assess the controller's performance. In this work, the proposed controller showed a robust performance under different driving scenarios, with high correlation between simulation and experimental data. The results show that proper demand response can be achieved, with an average of 94% reduction of charging loads during peak demand events.

33 ADVANCED PROPULSION SYSTEMS↗

DOE OSTI2023

Data-driven method for electric vehicle charging demand analysis: Case study in Virginia

Electric vehicle (EV) adoption in the U.S. will be accelerated by the historic $7.5 billion public investments in EV charging infrastructure. Careful analysis of EV charging demands plays a vital role in understanding the energy requirements, power grid impact, and smart charging management opportunities of EVs. To this end, this paper develops a data-driven trip-chaining-based modeling framework including five steps: Trip data acquisition and preprocessing, EV adoption modeling, travel itinerary synthesis, EV charging demand simulation and EV load profile generation. The developed analysis framework was demonstrated using real-world data for one region in Virginia, U.S. The results show that the proposed modeling framework can work effectively. For the study region in 2040, the predicted number of plug-in EVs is 470,114, resulting in a weekly charging demand of 38,078,127 kWh (55% home, 9% work, and 36% public) in September and 45,920,358 kWh (61% home, 9% work, and 30% public) in February.

29 ENERGY PLANNING, POLICY, AND ECONOMY↗

DOE OSTI2022

Caldera Infrastructure Charge Module (ICM)

Caldera ICM is part of Caldera software platform, a suite of collective, open-source tools that was developed to improve the state of the art in modeling the impacts of Electric Vehicle (EV) charging on the grid. The foundation of Caldera ICM is it’s first-of-its-kind library of high-fidelity charging models for a wide variety of vehicles, validated by test data under a range of operating conditions. The charging models are used to accurately model the EV charging on an electric vehicle supply equipment (EVSE) – also known as a charger. ICM uses as inputs, the EV characteristics such as battery size, battery chemistry (i.e. NMC, LTO), watt hour per mile, inverter efficiency and max charge rate; as well as EVSE characteristics such as max current and supply equipment type (i.e. L2 vs XFC). Using these inputs Caldera ICM creates an uncontrolled charging profile curve for each compatible EV-EVSE pair. These charge profiles can be used stand alone to estimate charge duration given start State Of Charge (SOC) and end SOC or charge energy size given start SOC and charge duration. In Caldera Grid, another tool in the Caldera software platform, these charge profiles are used to represent EV charging as a load on the grid using charge event data such as EV type, SE type, start SOC, final SOC, park start time and park end time. ICM currently supports energy shifting Smart Charge Management (SCM) strategies such as "Time Of Use (TOU) immediate”, “TOU random” and “random start” by delaying the charge to start at a preferable time with respect to the strategy and, one voltage support SCM strategy named autonomous voltage control strategy by providing reactive power back to the electric grid.

Sundarrajan, ManojKumar Cebol↗

DOE OSTI2022

Caldera_Grid

Caldera Grid is part of Caldera software platform, a suite of collective, open-source tools that was developed to improve the state of the art in modeling the impacts of Electric Vehicle (EV) charging on the grid. Caldera Grid is a co-simulation framework implemented using Hierarchical Engine for Large scale Infrastructure Co-Simulation (HELICS). The framework facilitates the co-simulation of EV charging and Smart Charge Management (SCM) strategies in Caldera Infrastructure Charge Model (ICM) with distribution level grid models in OpenDSS. Vehicle energy needs and charge session requirements generated using Caldera Charge Decision Module (CDM) are fed in as input to Caldera Grid. The EV charging models in Caldera ICM simulates both the uncontrolled charging loads as well as loads modified by the SCM strategies to develop distributed load profiles for each grid node hosting an Electric Vehicle Supply Equipment (EVSE) – also known as chargers. These loads were simulated in OpenDSS alongside existing distribution feeder loads. Each of these models are co-simulated in a HELICS federate. The HELICS co-simulation framework facilitates communication and synchronization between the federates. By co-simulating EV loads and distribution feeder loads, Caldera Grid can assess the potential grid impacts of EV charging on distribution feeders under various grid conditions. A control strategy federate is implemented with an interface where control strategies based on feedback from EV charging status and grid conditions can be developed and implemented. The platform can also support multiple control strategies in a single co-simulation.

Sundarrajan, ManojKumar Cebol↗

DOE OSTI2026

EV Profile Capture

NextGen Profiles' EV profile capture efforts aimed to explore the variance in performance and evaluate how different operational conditions influence production EV charging behavior. Data were collected at a frequency of 10 Hz from both the EV and EVSE during each charge session. These charge session parameters were then entered into a time-series database for further analysis. The data were gathered under different operational conditions to examine the effects of various factors such as battery state of charge, battery temperature, vehicle condition, smart charge management, and EVSE limitations. The EV profile capture dataset includes extensive high-power charging data from 16 different EVs—comprising light-, medium-, and heavy-duty vehicles—along with EVSE from various suppliers. To protect confidentiality, the EV and EVSE metadata are anonymized, and the publicly released datasets are aggregated to 0.1-Hz frequency.

32 ENERGY CONSERVATION, CONSUMPTION, AND UTILIZATI↗

DOE OSTI2023

Functional Assessment of Shell Recharge Solutions' SKY™ Platform OpenADR Capability

The project’s overall objective is to research, develop, and conduct a wide-scale demonstration of a utility smart charge management (SCM) system to develop optimal managed charging structures for grid value, evaluate the impact of EV charging on local distribution utility operations, and evaluate the utilities’ ability to control electronic vehicle (EV) charging load based on grid conditions. This report covers Argonne’s validation testing in the first period of the project, the objective of which was to determine the current managed charging functionality of the EVSE hardware, the network and the vehicle telematics software solution and understand gaps that need to be addressed prior to a large-scale demonstration.

24 POWER TRANSMISSION AND DISTRIBUTION↗

DOE OSTI2025

EV Profile Capture 2025: Next-Gen Profiles Project Report

As part of the Next-Gen Profiles (NGP) project, the profile capture and analysis of production electric vehicles undergoing high-power charging (HPC) is conducted over a wide range of conditions to explore variance and performance. Charge session parameters are collected from both the electric vehicle (EV) and electric vehicle supply equipment (EVSE) at a rate of 10Hz and entered into a time-series database for analysis. These charge profiles are captured under nominal and off-nominal conditions, exploring the impact of starting battery state of charge (SOC), battery temperature, vehicle condition, smart charge management (SCM), EVSE limitations and charging adapter usage. Nominal conditions are defined as ideal conditions that should transfer the maximum allowable energy in the minimum possible amount of time. Nominal condition profiles are compared across EVs to characterize state-of-the-art EV charging performance against one another. Off-nominal condition profiles are compared against their nominal condition profile counterparts to highlight the variance across less desirable starting conditions within a single EV.

33 ADVANCED PROPULSION SYSTEMS↗

DOE OSTI2025

EVs@Scale FUSE Project Review

This project will analyze and demonstrate SCM and VGI approaches to reduce grid impacts from EVs@Scale as a result of the charging needs of the LD, MD, and HD on-road electrified fleet.

33 ADVANCED PROPULSION SYSTEMS↗