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DOE OSTI2024

Distribution System Behind-the-Meter DERs: Estimation, Uncertainty Quantification, and Control

This paper summarizes the three-year technical activities of the IEEE Task Force (TF) on behind-the-meter (BTM) distributed energy resources (DERs): estimation, uncertainty quantification, and control. The potential grid services from BTM DERs are discussed in detail. The paper also reviews the state-of-the-art for BTM DERs visibility, uncertainty quantification, and, optimization and control. Furthermore, different aspects of the market structures associated with BTM DERs are covered, including emerging market and business models. Finally, needs and recommendations are provided for additional areas such as system protection, computing capabilities, algorithm development, market structure design, cyberinfrastructure and security, and hardware and software developments.

behind-the-meter↗

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↗

DOE OSTI2025

Deep Factorization Machine Learning for Disaggregation of Transmission Load Profiles with High Penetration of Behind-The-Meter Solar

The ever-growing integration of distributed energy resources (DERs), especially behind-the-meter (BTM) solar generations, poses imperative operational challenges to system operators such as regional transmission organizations (RTOs). It is important for RTOs to effectively and accurately extract actual load profiles at the transmission level for a single node with significant BTM solar injection. This paper first illustrates the necessity of disaggregating the daily actual load profile of a single node. Furthermore, by segmenting nodes with selected timeseries features, nodes with significant BTM solar generation are identified. Lastly, a bi-level framework is proposed, comprising reference node disaggregation and DeepFM nodal disaggregation, aimed at disaggregating the nodal load profiles from which system operators require more information. By adopting a hybrid Deep Factorization Machine (DeepFM) model, the model achieve accurate results by extracting both linear and nonlinear relations between nodes in the same region and the zonal load and nodal load profile. To overcome the lack of ground truth, this paper segments the load profile into daytime, nighttime, and zero-crossing points and utilizes the latter two for evaluation purposes. The proposed disaggregation procedure is validated using real world, minute-level, normalized, and anonymized nodal data in the PJM service territory.

42 ENGINEERING↗

DOE OSTI2025

Harnessing Virtual Power Plants Reliably: Enabling tools for increased observability, controllability, operation, and aggregation of distributed energy resources

Harnessing virtual power plants enhances the integration of distributed energy resources into utility grids for a sustainable energy future. Virtual power plants (VPPs) aggregate DERs to enhance resource adequacy and reduce emissions. U.S. utilities are exploring various technologies to manage DERs effectively. FERC Order 2222 allows DERs to participate in both wholesale and retail markets. Enhancing observability and controllability of behind-the-meter (BTM) DERs is essential for reliable grid operations. A hierarchical control architecture can improve coordination among residential energy resources. Field tests showed nearly 20% energy savings and 30% peak power reduction during grid events. Effective management of DERs requires enhanced situational awareness to prevent grid congestion. Integrating DER management systems (DERMS) with existing planning tools can improve operational security. Near-real-time grid models can validate optimal resource set points against resource uncertainty. Traditional uninterruptible power supplies (UPS) can be upgraded to support grid services and become part of VPPs. Upgrading UPS systems can reduce costs by 75% and unlock significant battery capacity. New battery management systems and grid-aware controllers are essential for optimizing UPS performance. Continued research and development are necessary to address challenges in integrating DERs into utility grids. Encouraging customer participation in pilot programs is vital for the evolution of VPPs. Here, the shift towards price-responsive DERs and VPPs is expected to enhance energy distribution efficiency.

24 POWER TRANSMISSION AND DISTRIBUTION↗

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

Towards Non-Intrusive Real-Time Monitoring of Behind the Meter Residential Distributed Energy Resources

The growing adoption of residential distributed energy resources (DERs) introduces more uncertain variability in power grid operation. More importantly, the residential DERs operate behind customers’ energy meters, and therefore, the utility cannot “directly” monitor them. Prior approaches to enable visibility into behind-the-meter (BTM) DERs either depend on estimations or require intrusive instrumentation on the customer side. To address the critical need for direct real-time monitoring of BTM DERs, in this paper, we propose a novel approach for utility-side direct real-time monitoring of residential BTM DERs. We utilize high-frequency (> 10kHz) conducted electromagnetic interference (EMI) from residential DERs’ grid-tied inverters to monitor their power generation. We discuss the working principle of our approach and present supporting results using three of-the-shelf grid-tied inverters.

14 SOLAR ENERGY↗

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 OSTI2026

Utility Managed Distributed Energy Resources Intelligent Community - UDERMS iCommunity (Final Technical Report)

The Utility Managed Distributed Energy Resources Intelligent Community (UDERMS iCommunity) project, led by PacifiCorp and supported by the U.S. Department of Energy’s Building Technologies Office (Award No. DEEE0009782), aimed to demonstrate an integrated, utility-managed “behind-the-meter” distributed energy resource (DER) program connecting multifamily, commercial, institutional, and industrial buildings to deliver grid services and improve energy efficiency.

14 SOLAR ENERGY↗

DOE OSTI2026

Community Resilience Through Rapid Restoration Leveraging Distributed Energy Resources (DERs) and Low-Cost Sensors

Equitable and automated bottoms-up power restoration following an extreme event will be demonstrated at a site in Puerto Rico. To do so, the team will develop enhanced grid situational awareness techniques integrating behind-the-meter (BTM) distributed energy resources (DER) discovery, impedance sweeping based outage boundary detection, and feasible restoration path identification algorithms. Resilience metric will be developed and incorporated along with situational awareness information in a distributed Model Predictive Control (MPC)-based restoration optimization algorithm to control and mobilize grid assets. These algorithms will be validated through power hardware-in-the-loop experiments and ultimately, a site demonstration to show that outage recovery time and total recovered load could be improved by >20% over the baseline.

24 POWER TRANSMISSION AND DISTRIBUTION↗

DOE OSTI2024

Federated Deep Reinforcement Learning for Decentralized VVO of BTM DERs

The future of grid control requires a hybrid approach combining centralized and decentralized methods to fully utilize the potential of smart edge devices with artificial intelligence (AI) capabilities. This paper aims to develop and evaluate a federated deep reinforcement learning (FDRL) framework for decentralized adaptive volt-var optimization (VVO) of behind-the-meter (BTM) distributed energy resources (DERs). First, this paper models a single deep reinforcement learning (DRL) agent using the Markov Decision Process (MDP) framework for decentralized adaptive VVO of BTM DERs. Two DRL algorithms, soft actor-critic (SAC) and twin-delayed deep deterministic policy gradient (TD3), are compared for their effectiveness in optimizing VVO. Results show that TD3 outperforms SAC, achieving a 71.3% improvement in mean reward. Finally, the DRL agent is deployed within the FDRL framework, using the Flower platform, to enhance learning, provide adaptive control, and ensure data privacy for BTM DERs.

Ravi, Abhijith↗

DOE OSTI2025

Network-Aware and Welfare-Maximizing Dynamic Pricing for Energy Sharing

The proliferation of behind-the-meter (BTM) distributed energy resources (DER) within the electrical distribution network presents significant supply and demand flexibilities, but also introduces operational challenges such as voltage spikes and reverse power flows. In response, this paper proposes a network-aware dynamic pricing framework tailored for energy-sharing coalitions that aggregate small, but ubiquitous, BTM DER downstream of a distribution system operator's (DSO) revenue meter that adopts a generic net energy metering (NEM) tariff. By formulating a Stackelberg game between the energy-sharing market leader and its prosumers, we show that the dynamic pricing policy induces the prosumers toward a network-safe operation and decentrally maximizes the energysharing social welfare. The dynamic pricing mechanism involves a combination of a locational ex-ante dynamic price and an ex-post allocation, both of which are functions of the energy sharing's BTM DER. The ex-post allocation is proportionate to the price differential between the DSO NEM price and the energy-sharing locational price. Simulation results using real DER data and the IEEE 13-bus test systems illustrate the dynamic nature of network-aware pricing at each bus, and its impact on voltage.

aggregates↗

DOE OSTI2025

Powernet in Farms Project

Coordinating behind-the-meter (BTM) distributed energy resources (DERs) is critical to ensuring efficiency and reliability for consumers facing an increasingly variable grid supply. Outside of very controlled environments, however, such coordination of heterogeneous resources at scale has remained a challenge due to harsh field conditions, the lack of adequate communication infrastructure, and the difficulty of modeling the system. The intent of this research was to refine the Powernet system deployed in a California dairy farm to achieve the following objectives: a) validate the results of the previous deployment and b) validate new hypothesis about system performance based on the simulation of the new system. The new system design would reduce the overall system cost, and achieve a payback period of less than 3 years, demonstrating the feasibility of such system and its relevance for a segment not well known for technology advancements in power systems. The new proposed system was significantly cheaper than the original design, which would enable the solution to be cost effective and likely economically viable. However, due to significant delays in project start date which affected funding availability, overlap with prior scheduled mandatory military leave from key members of the project team, and customer drop-out, due to the significant delays, which could not be replaced in time, caused the project to be ended prior to completion.

24 POWER TRANSMISSION AND DISTRIBUTION↗

DOE OSTI2024

Network-Aware and Welfare-Maximizing Dynamic Pricing for Energy Sharing: Preprint

The proliferation of behind-the-meter (BTM) distributed energy resources (DER) within the electrical distribution network presents significant supply and demand flexibilities, but also introduces operational challenges such as voltage spikes and reverse power flows. In response, this paper proposes a network-aware dynamic pricing framework tailored for energy-sharing coalitions that aggregate small, but ubiquitous, BTM DER downstream of a distribution system operator's (DSO) revenue meter that adopts a generic net energy metering (NEM) tariff. By formulating a Stackelberg game between the energy-sharing market leader and its prosumers, we show that the dynamic pricing policy induces the prosumers toward a network-safe operation and decentrally maximizes the energysharing social welfare. The dynamic pricing mechanism involves a combination of a locational ex-ante dynamic price and an ex-post allocation, both of which are functions of the energy sharing's BTM DER. The ex-post allocation is proportionate to the price differential between the DSO NEM price and the energy sharing locational price. Simulation results using real DER data and the IEEE 13-bus test systems illustrate the dynamic nature of network-aware pricing at each bus, and its impact on voltage.

energy communities↗

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

Cloud-based Testbed for Adaptive Under-Frequency Load Shedding with High DER Penetration

Increasing penetration of distributed energy resources and behind-the-meter renewables may soon disrupt the efficacy of critical protection schemes, such as under-frequency load shedding (UFLS). Improved data exchange and coordination across the transmission-distribution boundary will be required to maintain reliability of bulk electric system. Standards-based data integration platforms using agreed-upon semantic vocabularies, such as the Common Information Model, will be key to enabling adaptive protection schemes requiring synthesized data from both the bulk power system and behind-the-meter resources. This paper introduces a cloud-based open-source data integration environment and UFLS clustering algorithm being developed to enable adaptive relay coordination between transmission and distribution utilities in the state of Vermont.

Anderson, Alexander A.↗

DOE OSTI2025

Master Services Agreement - Flexible Feeder/Distribution System Support: Cooperative Research and Development (Final Report)

PGE will engage NREL on a broad range of projects related to the integration of distributed energy resources (DERs) into the utility's operations. This portfolio of work could include projects focused on DER adoption models, advanced distribution management system (ADMS) and distributed energy management system (DERMS) design, DER dispatch strategy development, and DER valuation framework development. Additional topics could include long-term energy planning, renewable energy, energy efficiency and demand-side management. As well as technology evaluations and design guidance for building retrofits and new construction projects, energy and energy infrastructure planning, policies, and markets (and their analysis), energy storage, energy security and resilience (including energy system-related cybersecurity), transportation and mobility, technology integration analysis. Additionally, other assistance as requested by PGE consistent with NREL’s expertise.

24 POWER TRANSMISSION AND DISTRIBUTION↗

DOE OSTI2024

Multi-agent voltage control in distribution systems using GAN-DRL-based approach

Active distribution grids can experience voltage fluctuations and violations due to the high penetration of variable distributed energy resources (DERs). These problems might occur because of the uncertain and variable generation natures of these resources, especially solar photovoltaic resources, during panel shadowing scenarios. Volt-VAR control (VVC) is an efficient method that controls the reactive power set-points of the inverters to regulate the voltage of distribution grids. Although several VVC approaches have been proposed recently, the performance of these approaches degrades significantly if behind-the-meter solar generation data are unobservable/missing. Therefore, it is necessary to impute missing/unobservable PV data accurately to be utilized in VVC approaches. Further, this paper proposes a model-free, data-driven, centrally trained, and decentrally executed multi-agent deep reinforcement learning-based VVC architecture to regulate the voltage of distribution networks. A generative adversarial network (GAN) is incorporated to impute the unobservable PV data accurately, which improves the performance of the proposed control architecture. The proposed multi-agent-soft-actor–critic algorithm (MASAC)-based VVC technique utilizes the actual PV dataset as well as the imputed dataset from the GAN framework to learn the optimal coordinated control policy for controlling the optimal reactive power set-points of PV inverters. The effectiveness of the proposed approach is analyzed on a modified IEEE 34-bus test case with added PV inverters. The results are compared and analyzed with a base case model with no VVC and VVC with a local droop control approach, genetic algorithm optimization, and a centralized soft actor–critic-based approach. Moreover, the performance of the proposed approach is compared with that of a multi-agent VVC framework without using the PV generation data and load information as the system state. The results illustrate that the proposed method with more state input improves the voltage profile and reduces the power loss of the network across various loading and PV generation scenarios.

14 SOLAR ENERGY↗