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DOE OSTI2021

Commercial Building Energy Code Field Study (Final Report)

What is the dollar value of increasing compliance with the energy code? Ultimately, this is the question that policy makers, funders, and program implementers care about. With this in mind, Pacific Northwest National Laboratory (PNNL) developed a new methodology capable of determining how much energy cost savings could potentially be gained through better compliance with the code (Rosenberg et al. 2016). On March 2, 2016 DOE issued Funding Opportunity Announcement (FOA) Number DE-FOA-0001532, requesting proposals to develop and test a methodology for identifying the commercial energy code requirements that can provide the maximum cost-effective energy and cost savings through increased compliance. Awarded to the Institute for Market Transformation, this report summarizes the development and testing of a commercial code compliance methodology, including a summary of results, statistical analysis of sample, and best practices for others implementing a commercial energy code compliance field study.

32 ENERGY CONSERVATION, CONSUMPTION, AND UTILIZATI↗

DOE OSTI2021

Commercial Building Energy Code Field Study: Data Collection Methodology and Protocol

In support of the U.S. Department of Energy’s Commercial Buildings Energy Code Field Study, this data collection methodology and protocol provides guidance on all aspects of undertaking a compliance study, from development of a sampling plan to recruitment to code requirements and compliance checks for each energy code measure specified to be collected. The protocol also includes a data collection form that captures all key information needed for analysis of commercial energy code compliance. This methodology was developed by the Institute for Market Transformation in coordination with Pacific Northwest National Laboratory (PNNL) and the U.S. Department of Energy Building Energy Codes Program with the objective of assisting states, jurisdictions, utilities and others as they seek to measure and demonstrate compliance rates with energy codes in commercial buildings, as well as to target areas for improvement through increased energy code compliance and broader energy-efficiency programs. It is also intended to facilitate a consistent and replicable approach to research studies of this type and establish a transparent data set representing baseline construction practices across the U.S.

32 ENERGY CONSERVATION, CONSUMPTION, AND UTILIZATI↗

DOE OSTI2023

Commercial Building Energy Code Field Study: Data Collection Methodology and Protocol

32 ENERGY CONSERVATION, CONSUMPTION, AND UTILIZATI↗

DOE OSTI2026

Pennsylvania and Delaware Energy Code Field Studies (Final Technical Report (FTR)

Led by Northeast Energy Efficiency Partnerships (NEEP) in partnership with Performance Systems Development (PSD), the project aimed to conduct energy code compliance field studies for single-family residential buildings in Pennsylvania and Delaware, as well as multifamily and commercial buildings in Pennsylvania. Using U.S. Department of Energy (DOE) approved methodologies, trained field teams conducted on-site observations and testing to document compliance with key energy efficiency measures, including building envelope insulation, air sealing, duct leakage, windows, and mechanical systems. Data from these studies would then be analyzed to identify construction trends and compliance gaps. The goals included published baseline data for each study, and a training roadmap tailored to each state’s needs. This roadmap would have guided outreach and training for builders, code officials, and other stakeholders on the specific code requirements that offered the greatest opportunity for improvement.

32 ENERGY CONSERVATION, CONSUMPTION, AND UTILIZATI↗

DOE OSTI2021

Data Analysis of Energy Code Compliance in Commercial Buildings

What percent of newly constructed commercial buildings comply with the energy code? How much energy and cost could be saved if the compliance increased? Which code requirements have both low compliance rates and high savings potential? These are the questions U.S. Department of Energy (DOE) is trying to answer through its Commercial Energy Code Field Study. Previous commercial studies have been very limited and did not result in a widely accepted and tested methodology. DOE’s goal is to create a standardized methodology that can produce actionable results at a reasonable study cost, that can be used by state and local governments and utilities and provides valuable information to policy makers. The field study team implemented the pilot methodology, compiling a data set of 230 office and retail buildings in two climate zones. The approach is based on identifying lost savings on a total energy cost basis rather than simply counting the quantity of measures that do not meet code. This report is focused on the analysis of the collected data. The primary goal was to analyze the data collected during the field study and determine the actual energy cost impact of each measure in a non-compliance situation. The energy impact results allowed for ranking the measures to identify which have the highest potential for lost savings. These results combined with the time required to verify each measure will allow future compliance verification to focus on measures that had a large impact on energy use over the life of the building and those that have the greatest savings recovery potential per verification hour.

32 ENERGY CONSERVATION, CONSUMPTION, AND UTILIZATI↗

DOE OSTI2023

Data Analysis of Energy Code Compliance in Commercial Buildings (Rev. 1)

29 ENERGY PLANNING, POLICY, AND ECONOMY↗

NASA NTRS1994

NASA Technology Applications Team: Commercial applications of aerospace technology

The Research Triangle Institute (RTI) is pleased to report the results of NASA contract NASW-4367, 'Operation of a Technology Applications Team'. Through a period of significant change within NASA, the RTI Team has maintained its focus on helping NASA establish partnerships with U.S. industry for dual use development and technology commercialization. Our emphasis has been on outcomes, such as licenses, industry partnerships and commercialization of technologies that are important to NASA in its mission of contributing to the improved competitive position of U.S. industry. RTI's ongoing commitment to quality and customer responsiveness has driven our staff to continuously improve our technology transfer methodologies to meet NASA's requirements. For example, RTI has emphasized the following areas: (1) Methodology For Technology Assessment and Marketing: RTI has developed an implemented effective processes for assessing the commercial potential of NASA technologies. These processes resulted from an RTI study of best practices, hands-on experience, and extensive interaction with the NASA Field Centers to adapt to their specific needs; (2) Effective Marketing Strategies: RTI surveyed industry technology managers to determine effective marketing tools and strategies. The Technology Opportunity Announcement format and content were developed as a result of this industry input. For technologies with a dynamic visual impact, RTI has developed a stand-alone demonstration diskette that was successful in developing industry interest in licensing the technology; and (3) Responsiveness to NASA Requirements: RTI listened to our customer (NASA) and designed our processes to conform with the internal procedures and resources at each NASA Field Center and the direction provided by NASA's Agenda for Change. This report covers the activities of the Research Triangle Institute Technology Applications Team for the period 1 October 1993 through 31 December 1994.

Source record↗

NASA NTRS1994

NASA Technology Applications Team: Commercial applications of aerospace technology

The Research Triangle Institute (RTI) Team has maintained its focus on helping NASA establish partnerships with U.S. industry for dual use development and technology commercialization. Our emphasis has been on outcomes, such as licenses, industry partnerships and commercialization of technologies, that are important to NASA in its mission of contributing to the improved competitive position of U.S. industry. The RTI Team has been successful in the development of NASA/industry partnerships and commercialization of NASA technologies. RTI ongoing commitment to quality and customer responsiveness has driven our staff to continuously improve our technology transfer methodologies to meet NASA's requirements. For example, RTI has emphasized the following areas: (1) Methodology For Technology Assessment and Marketing: RTI has developed and implemented effective processes for assessing the commercial potential of NASA technologies. These processes resulted from an RTI study of best practices, hands-on experience, and extensive interaction with the NASA Field Centers to adapt to their specific needs. (2) Effective Marketing Strategies: RTI surveyed industry technology managers to determine effective marketing tools and strategies. The Technology Opportunity Announcement format and content were developed as a result of this industry input. For technologies with a dynamic visual impact, RTI has developed a stand-alone demonstration diskette that was successful in developing industry interest in licensing the technology. And (3) Responsiveness to NASA Requirements: RTI listened to our customer (NASA) and designed our processes to conform with the internal procedures and resources at each NASA Field Center and the direction provided by NASA's Agenda for Change. This report covers the activities of the Research Triangle Institute Technology Applications Team for the period 1 October 1993 through 31 December 1994.

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NASA NTRSDate not supplied

Mars Commercial-Compatible Initial Human-Precursor Surveying and Instrument-Deployment Concepts

Water is a critical resource need for future human exploration and habitation of Mars and other planetary environments. An integral scientific question in the search for life outside of Earth is: What are the constraints on life in planetary environments? One of the most critical features of habitable environments is the availability of water - both as an environment for prebiotic chemistry, abiogenesis, and life; and as a vehicle for generating geo- and electro- chemical systems that can support metabolism. Seeking evidence of life prior to human arrival is important both to preserve signs of any existing or past evidence of Martian life, reducing the risks of unintentional forward contamination of Martian environments, and to potentially protect the health of any human crews. Looking forward towards Mars, future human exploration will require a rapid, but thorough, initial survey of any local “area of operations” on Mars to determine the spatial distribution, quantity, and quality (e.g., salt/mineral/organic content) of any local water, as well as to evaluate any signs of current or extinct life. We will discuss several candidate field survey methodologies, involving humans, a teamed instrument platform and a surveying/sampling rover. These are proposed to be validated in a given terrestrial Mars analog environment exhibiting varying distributions of water (ice, permafrost, rock-bound) to evaluate the constraints on life. Commercial space exploration brings the future possibility of unprecedented mass, power and in situ instrument capability, potentially enabling thorough exploration of the geology, hydrology and astrobiology of a km-radius study-zone around a future Mars human/commercial space landing site. We propose to study several representative planetary surface precursor-survey architectures and mission concepts (that are commercial-Mars-compatible), and to test and compare them in field application. We will examine some of the performance issues, using given metrics and controls, of spacesuited humans using handheld and standalone instruments, vs. a robotic human-tended rover/drill, robot arm and instruments. The latter rover-based architecture can in turn be viewed in terms of returned-to-base sample in-situ analyses vs sample analysis performed on a standalone instrument platform deployed away from the primary area of operations.

astrobiology↗

NASA NTRS2015

Nonlinear Dynamic Modeling of a Supersonic Commercial Transport Turbo-Machinery Propulsion System for Aero-Propulso-Servo-Elasticity Research

This paper covers the development of an integrated nonlinear dynamic model for a variable cycle turbofan engine, supersonic inlet, and convergent-divergent nozzle that can be integrated with an aeroelastic vehicle model to create an overall Aero-Propulso-Servo-Elastic (APSE) modeling tool. The primary focus of this study is to provide a means to capture relevant thrust dynamics of a full supersonic propulsion system by using relatively simple quasi-one dimensional computational fluid dynamics (CFD) methods that will allow for accurate control algorithm development and capture the key aspects of the thrust to feed into an APSE model. Previously, propulsion system component models have been developed and are used for this study of the fully integrated propulsion system. An overview of the methodology is presented for the modeling of each propulsion component, with a focus on its associated coupling for the overall model. To conduct APSE studies the described dynamic propulsion system model is integrated into a high fidelity CFD model of the full vehicle capable of conducting aero-elastic studies. Dynamic thrust analysis for the quasi-one dimensional dynamic propulsion system model is presented along with an initial three dimensional flow field model of the engine integrated into a supersonic commercial transport.

Control Theory↗

NASA NTRS2015

Nonlinear Dynamic Modeling of a Supersonic Commercial Transport Turbo-Machinery Propulsion System for Aero-Propulso-Servo-Elasticity Research

This paper covers the development of an integrated nonlinear dynamic model for a variable cycle turbofan engine, supersonic inlet, and convergent-divergent nozzle that can be integrated with an aeroelastic vehicle model to create an overall Aero-Propulso-Servo-Elastic (APSE) modeling tool. The primary focus of this study is to provide a means to capture relevant thrust dynamics of a full supersonic propulsion system by using relatively simple quasi-one dimensional computational fluid dynamics (CFD) methods that will allow for accurate control algorithm development and capture the key aspects of the thrust to feed into an APSE model. Previously, propulsion system component models have been developed and are used for this study of the fully integrated propulsion system. An overview of the methodology is presented for the modeling of each propulsion component, with a focus on its associated coupling for the overall model. To conduct APSE studies the de- scribed dynamic propulsion system model is integrated into a high fidelity CFD model of the full vehicle capable of conducting aero-elastic studies. Dynamic thrust analysis for the quasi-one dimensional dynamic propulsion system model is presented along with an initial three dimensional flow field model of the engine integrated into a supersonic commercial transport.

Propulsion↗

DOE OSTI2026

Integrating Carbon Capture, Utilization, & Sequestration into Chemical Pulp Mills

The U.S. pulp and paper industry presents a unique and largely untapped opportunity for large- scale carbon dioxide removal (CDR). Unlike most industrial sectors, pulp mills rely heavily on biomass, meaning that much of their carbon emissions originate from atmospheric CO₂ that was recently captured by plants. If this biogenic CO₂ can be captured and permanently stored, pulp mills can be transformed from carbon emitters into net carbon removal facilities. This project was motivated by that opportunity and aimed to develop and evaluate integrated, low-cost strategies for capturing, utilizing, and sequestering CO₂ within existing chemical pulping operations. The scope of this work focused on four complementary innovations designed to integrate seamlessly into kraft pulp mill infrastructure: (1) in situ CO₂ capture within the recovery cycle, (2) oxy-fuel retrofitting of the rotary lime kiln to produce a high-purity CO₂ stream, (3) ex situ CO₂ capture and mineralization using pulp mill residues (dregs, grits, and lime mud), and (4) beneficial reuse of these residues as mineral carbonate fertilizers. The project combined process modeling, laboratory experimentation, life cycle assessment (LCA), and field trials to evaluate the technical feasibility, economic viability, and environmental impact of these approaches. The results demonstrate that pulp mills can serve as effective platforms for carbon removal when equipped with integrated carbon capture systems. Process modeling showed that combining sodium spiking with oxy-fuel calcination significantly enhances CO₂ capture efficiency while reducing costs by up to 31% compared to conventional configurations. Experimental work further revealed that calcination behavior in high-CO₂ environments differs substantially from traditional systems, leading to the development of a new kinetic model that predicts reaction rates under these conditions. This model provides essential design guidance for next-generation decarbonized lime kilns. In parallel, the project demonstrated that alkaline mineral residues generated during pulping operations can be repurposed as a sustainable alternative to agricultural lime. Across a wide range of soils in the southeastern United States, these materials performed equivalently to commercial lime in adjusting soil pH while offering lower greenhouse gas emissions and reduced cost. Field and greenhouse studies confirmed that crop and tree growth responses were comparable, supporting their viability as a drop-in replacement. This co-product pathway provides a practical utilization strategy that offsets costs and improves overall system economics. A major contribution of this project is the first comprehensive life cycle assessment of carbon removal in pulp and paper systems across multiple system boundaries. Results show that retrofitted mills can achieve carbon removal efficiencies ranging from 12% to 92%, depending on how the system is defined. This finding highlights a critical issue in carbon accounting: reported performance is highly sensitive to methodological choices. By explicitly quantifying these differences, this work provides valuable guidance for policymakers, carbon registries, and project developers working to standardize carbon removal metrics. From a commercialization perspective, the technologies investigated in this project are well- aligned with existing industrial infrastructure, minimizing the need for entirely new facilities. 3 DE-EE0009413 Industry engagement throughout the project—including collaboration with pulp and paper companies, equipment manufacturers, and carbon removal developers—has accelerated the transition from research to deployment. Notably, a commercial developer is actively pursuing carbon capture projects at pulp mills in the southeastern United States and has cited this research as a contributing foundation. The emergence of voluntary carbon markets and long-term offtake agreements further strengthens the business case for implementation. The broader public benefits of this work are significant. By enabling large-scale carbon removal using existing industrial systems, this approach offers a near-term pathway to reduce atmospheric CO₂ concentrations while supporting domestic manufacturing and rural economies. The reuse of industrial residues as fertilizers reduces reliance on mined materials, lowers costs for farmers, and decreases environmental impacts associated with conventional lime production. In addition, the project has supported workforce development by training graduate students and researchers in carbon capture technologies, helping to build capacity in a critical area of national interest. In conclusion, this project demonstrates that integrated carbon capture, utilization, and sequestration in pulp mills is both technically feasible and economically promising. By combining process innovation, experimental validation, and systems-level analysis, the work advances the understanding of how biomass-based industries can contribute to climate mitigation. The findings provide a strong foundation for commercial deployment and offer a scalable solution for transforming a major U.S. industry into a source of durable carbon removal.

09 BIOMASS FUELS↗

NASA NTRS2022

Rainfall Field Reconstruction by Opportunistic Use of the Rain- Induced Attenuation on Microwave Satellite Signals: The July 2021 Extreme Rain Event in Germany as a Case Study

This paper presents a practical application of an opportunistic technique for the estimation of rainfall intensity and accumulated precipitation. The proposed technique is based upon signal strength measurements made by commercial-grade interactive satellite terminals. By applying some processing, the rain-induced attenuation on the microwave downlink from the satellite is first evaluated; then the rain attenuation is eventually mapped into a rainfall rate estimate via a tropospheric model. This methodology has been applied to a test area of 30 × 30 km 2 around the city of Dortmund (North Rhine-Westphalia, upper basin of Ermscher river), for the heavy rain event that devastated western Germany in July, 2021. A rainfall map on this area is obtained from the measurements collected by a set of satellite terminals deployed in the region, and successfully compared with a map obtained with a conventional weather radar.

Rainfall rate estimation↗

DOE OSTI2026

DOE CESER 6 GHz Interference Study

DOE CESER has sponsored Idaho National Laboratory (INL) to conduct an objective and independent study of potential 6 GHz interference from outdoor operation of unlicensed devices in the 6 GHz band on fixed service (FS) microwave communication links operated by electrical sector incumbents in that band. INL is collaborating with University of Notre Dame (UND), Electric Power Research Institute (EPRI), Lockard & White, Southern Company, and AT&T, to gather data with real-world 6 GHz interference experiments and identify (1) the potential for interference from unlicensed devices and (2) the interference necessary to cause harm to the incumbents. In addition to the functional assessment, a security assessment of the FCC mandated Automatic Frequency Coordination (AFC) System to regulate use of unlicensed 6 GHz standard power devices is also being conducted. A major objective is to create a science-based and defensible methodology used to produce the necessary data and to derive objective conclusions. This proven methodology can then be used to produce objective data and conclusions for other spectrum bands with similar incumbent uses including 4.4 – 4.9 GHz and 7.125 – 7.4 GHz, identified in the reconciliation bill that was adopted on July 4, 2025, as well as the National Spectrum Strategy discussions that are ongoing. This report contains 6 GHz field experiments and findings in the following real-world scenarios with commercial unlicensed standard power (SP) 6 GHz devices regulated by Automated Frequency Coordination (AFC): • University of Notre Dame (UND) Stadium with a capacity of 80,000 spectators, where Wi-Fi operating in 6 GHz has been deployed recently • Southern Company 6 GHz FS microwave link between Columbus and Fortson, Georgia Following are the following key findings from this study. 1. The AFC is under-protective of FS when line-of-sight exists along the path centerline. Data collected at Southern’s 6 GHz fixed link site shows significant erosion of as much as 21.4-24.4 dB of under-protection that can lead to potential service degradation under typical operating conditions. This first key finding is most likely the result of erroneous use of the RF propagation model. INL will collaborate with EPRI and the AFC Functional Requirements Working Group to submit a change request to the WinnForum TS-1014 standard towards correct use of the propagation model by the AFC. 2. There is additive interference effect of about 3 dB from nearly equal power interferers measured from simultaneous operation of two SP AP's operating co-channel with the FS receive from different locations along the path. This second key finding should be used to add the impact of additive interference of operation of multiple APs in the same geographical area, to the next generation of AFCs. INL will collaborate with FCC on the need for the AFC to consider additive interference. We also recommend that additional experiments are conducted on 6 GHz spectrum interference to further improve the AFC operation as the number of outdoor Wi-Fi devices continues to increase. These proposed steps and recommendations will make the co-existence of the incumbents and the 6 GHz outdoor Wi-Fi providers possible without any impact on the incumbents with a win-win outcome for all.

6 GHz↗

NASA NTRS2020

Application of Extended Messinger Models to Complex Geometries

Since, ice accretion can significantly degrade the performance and the stability of an airborne vehicle, it is imperative to be able to model it accurately. While ice accretion studies have been performed on airplane wings and helicopter blades in abundance, there are few that attempt to model the process on more complex geometries such as fuselages. This paper proposes a methodology that extends an existing in-house Extended Messinger solver to complex geometries by introducing the capability to work with unstructured grids and carry out spatial surface streamwise marching. For the work presented here commercial solvers such as STAR-CCM+ and ANSYS Fluent are used for the flow field and droplet dispersed phase computations. The ice accretion is carried out using an in-house icing solver called GT-ICE. The predictions by GT-ICE are compared to available experimental data, or to predictions by other solvers such as LEWICE and STAR-CCM+. Three different cases with varying levels of complexity are presented. The first case considered is a commercial transport airfoil, followed by a three-dimensional MS(1)-317 swept wing. Finally, ice accretion calculations performed on a Robin fuselage have been discussed. Good agreement with experimental data, where applicable, is observed. Differences between the ice accretion predictions by different solvers have been discussed.

Gupta, Avani↗

DOE OSTI2022

Wash Vehicle Fleet Sizing for Contingency Planning Against Dust Storms

Wash vehicles containing either high- or low-pressure water sprayers, a collection of rotating brushes, or a combination of these, are frequently utilized in concentrating solar power (CSP) plants to maintain a high level of optical efficiency in the solar field. In recent years, multiple modeling approaches have been developed to obtain fleet sizes and mirror-washing schedules that optimize the tradeoff of vehicle capital and use costs and labor versus lost revenues due to soiling. These planning models cover normal operating conditions well but do not consider rare events such as dust storms which can cause a significant reduction in receiver productivity, or shut down operations until most or all of the solar field's mirrors have been cleaned. To that end, we propose a methodology that evaluates whether additional capital should be deployed to hedge against these events by weighing the net present value of the expected benefits against the capital costs. The output of this method is a breakeven frequency, a metric we sue to determine whether an additional vehicle should be purchased to address the contingency of dust storms by comparing it to the expected annual storm frequency We develop a small collection of case studies using commercial-scale CSP tower plants and obtain breakeven frequencies that mostly fall between 0.1 and 1.0 storms per year, depending on the existing fleet size and storm severity.

concentrating solar power↗

DOE OSTI2022

Life-Cycle and Techno-Economic Assessment of Early-Stage Carbon Capture and Utilization Technologies—A Discussion of Current Challenges and Best Practices

The mitigation of climate change requires research, development, and deployment of new technologies that are not only economically viable but also environmentally benign. Systematic and continuous technology assessment from early technology maturity onwards allows assessment practitioners to identify economic and environmental characteristics. With this information, decision-makers can focus time and resources on the most promising technologies. A broad toolset for technology assessment exists—stretching from the well-established life cycle assessment (LCA) methodology to more loosely defined techno-economic analysis (TEA) methods and the increasingly popular principles of technology maturity assessment such as the concept of technology readiness levels (TRL). However, current technology assessment practice faces various challenges at early stages, resulting in a potential mismatch of study results and stakeholders' needs and an escalation of assessment effort. In this practice review, we outline current challenges in the interplay of LCA, TEA, and TRL and present best practices for assessing early-stage climate change mitigation technologies in the field of carbon capture and utilization (CCU). The findings help practitioners systematically identify the TRL of a technology and adapt technology assessment methodologies accordingly. We highlight the methodological challenges for practitioners when adapting the goal and scope, identifying benchmark technologies, creating a comprehensive inventory, comparing early stage to commercial stage, ensuring clarity of recommendations for decision-making under high uncertainty, and streamlining conventional LCA and TEA assessment approaches and provide actionable recommendations. Overall, this work contributes to identifying promising technologies faster and more systematically, accelerating the development of new technologies for climate change mitigation and beyond.

54 ENVIRONMENTAL SCIENCES↗

DOE OSTI2024

Adaptive Protection and Validated Models to Enable Deployment of High Penetrations of Solar PV (PV-MOD)

The availability and validation of various PV models in commercial tools differ, with some models not yet thoroughly validated for advanced inverter functionalities and reliable performance under weak system conditions. Many existing models do not fully incorporate new inverter control functions, which can affect system stability. The increasing deployment of solar PV and other inverter-based resources (IBRs), including distributed energy resources (DERs), is influencing the reliable operation of protection schemes in distribution systems and microgrids. Emerging adaptive protection schemes (APS) offer new opportunities for protecting these systems during varying configurations and DER operating conditions, though their demonstration and validation remain limited. Adaptive protection schemes face similar challenges, as they are typically designed for specific configurations. There is a growing need for tools and methodologies to streamline the deployment of adaptive protection for safe and reliable DER integration. The project main objective was to develop and validate high-fidelity generic models of solar PV facilities for stability, protection, EMT, and QSTS analyses. This objective was achieved, and these models can now be integrated into commercial software tools, enabling utilities, vendors, and developers to study high-penetration PV systems more confidently. The project also demonstrated advanced applications of these models, including the design and deployment of adaptive protection schemes in high-penetration field applications and microgrids, supporting grid safety and reliability. Several milestones were reached by the end of the project. A sophisticated inverter test plan was developed, and inverters representative of the North American marketplace were selected. EPRI and NREL tested various inverters, conforming to IEEE standards. Improvements were made to existing generic models of IBR units, IBR plants, and aggregated feeders for various analyses. The first generic electromagnetic transient (EMT) model for a solar PV plant was developed, conforming to IEEE Std 2800™-2022 and validated against laboratory measurements of a 2.2 MVA large-scale battery energy storage system (BESS) inverter. That model was then used to produce reference responses illustrating examples of validated and verified IBR plant models that pass or fail tests for technical minimum capability and performance as specified in the IEEE standard. The developed, tested, and validated generic models can be used for transmission planning, stability assessments, expansion planning, and evaluating potential future IBR interconnection requirements. They can also support interconnection screens and conformity assessments of IBR plants, including solar PV. The project significantly contributed to the ongoing standardization and model-based representation and verification of IBR responses. The project further addressed challenges of common distribution protection schemes with increasing deployment of DER by developing, validating, and demonstrating adaptive protection schemes (APS) that can improve the reliable and safe integration of DER into distribution systems. New APS were designed using improved DER models for three common distribution systems: a radial feeder, a meshed network, and a microgrid. Modeling and hardware-in-the-loop (HIL) testing of the APS were conducted, successfully showing their effectiveness and selectivity. Proof-of-concept field demonstration was achieved for two APS, i.e., one on a radial feeder and another one in a microgrid. Field demonstration could not be achieved for the APS on a meshed network, primarily due apprehension of one utility partner and also due to limited access to the protective algorithms in the network protectors. Guidelines developed from the lessons learned in the project lay out the general process followed in the design, installation, and commissioning of APS for various distribution systems. Distribution utility partners’ apprehension about field demonstration of the new APS were addressed—with varying success—by taking a stepped risk-management approach of modeling of a wide range of sensitivities first, performing in-depth proof-of-concept testing in the laboratory including HIL next, and finally deliberately implementing and commissioning the actual protection equipment and algorithms into parts of—or in parallel operation to—the three real distribution systems. Future work should include pilot projects that further show the acceptable performance of the developed APS before these schemes be rolled out more widely. Inclusion of both utility and original equipment manufacturers (OEMs) in future projects could increase chances of successful field demonstration. Despite challenges in achieving the field demonstration goal of the project for all three APS, the research significantly contributed to the innovation of adaptive protection solutions for scalable and reliable DER integration into distribution systems. This project significantly enhances the understanding of the impact of using appropriate inverter models on distribution and transmission (T&D) systems. By addressing the limitations of existing generic models, the project introduces high-fidelity models for stability, protection, electromagnetic transient (EMT), and quasi-static time series (QSTS) analyses. These models, integrated into commercial software tools, enable utilities, vendors, and developers to confidently study high-penetration PV systems. The project also demonstrates advanced applications, including adaptive protection schemes (APS) for distribution systems and microgrids, ensuring grid safety and reliability. The technical effectiveness and economic feasibility of the methods are evident through the development and validation of sophisticated inverter test plans and the selection of representative inverters. Testing by EPRI and NREL on retail, commercial, and utility-scale inverters, conforming to IEEE standards, underscores the robustness of the models. Improvements to existing generic models for various analyses further enhance their validity and applicability. The project also identifies gaps in common distribution protection schemes and designed new APS using improved DER models, demonstrating their effectiveness through modeling and hardware-in-the-loop (HIL) testing. The project’s benefits to the public are manifold. By advancing the standardization and model-based representation of IBR response, it supports transmission planning, stability assessments, and future IBR interconnection requirements. The generic models can facilitate better communication between transmission planners and developers, supporting expected IBR plant capability and performance. Additionally, the development of APS for radial feeders, meshed networks, and microgrids supports the integration of distributed energy resources (DERs) into distribution systems, enhancing grid reliability and safety. The project’s emphasis on thorough testing and simplicity in design ensures practical and scalable solutions for DER integration.

14 SOLAR ENERGY↗