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Grid Resilience Plans: State Requirements, Utility Practices, and Utility Plan Template

As of June 2024, 14 states and one city require jurisdictional electric utilities to file resilience plans. Drawing on these requirements and filed plans, this report offers a standard template that states and utilities can consider to improve utility filings for grid resilience plans, either as part of a distribution system plan or as a separate filing. Key elements include a vulnerability assessment, description of proposed resilience programs, and projected costs and rate impacts. While many of these requirements and plans focus on extreme weather hazards, the template also can be used to address additional threats, including cyber and physical attacks and seismic events.

24 POWER TRANSMISSION AND DISTRIBUTION

MARVEL Utilization Plan

This report provides a high-level overview of the utilization plan for the MARVEL microreactor. The main focus is on discussing testing and application-demonstration opportunities that leverage the reactor. With the reactor rapidly progressing towards demonstration, along with the short (2- year) operational window, it was deemed critical to establish a basis for how stakeholders can engage with the program and leverage the reactor as a testbed. This report discusses potential opportunities to use MARVEL, leveraging from data and design access to testing novel controls, and novel nuclear-electric and nuclear-heat applications. It provides guidance for interested stakeholders on potential funding opportunities that can be pursued to support tests during the operational lifetime of the reactor. The report discusses the recommended strategy for outreach and the organizational structure to review and select projects for participation. Interested stakeholders are encouraged to fill out a questionnaire on how they could leverage MAVEL at this link: https://qfreeaccountssjc1.az1.qualtrics.com/jfe/form/SV_72InKjSEz54Q2j4 It is important to emphasize that this is intended to be a living document (updated annually or as needed) with revisions issued as the MARVEL demonstration timeline evolves. Similarly, the framework for engagement is subject to change as the project progresses.

22 GENERAL STUDIES OF NUCLEAR REACTORS

Integration of equitable resilience metrics into climate-informed electric utility planning processes: phase one

Working together, Sandia National Laboratories, Southern California Edison (SCE) - an Investor-Owned Utility (IOU) - and the California Public Utilities Commission (CPUC) are studying how electric utilities can use equity and resilience metrics to help inform the prioritization and sequencing of resilience-driven infrastructure investments. To this end, this project evaluated “Social Burden,” an equitable resilience metric which measures the potential impact of disruptions in access to non-electric critical services on people and estimates community resilience to these disruptions. The Social Burden was expanded to incorporate SCE’s existing equity metric and applied to evaluate the potential impacts from a range of climate-informed hypothetical outage scenarios developed under SCE’s 2022 Climate Adaptation Vulnerability Assessment. One baseline (“blue-sky”) state and eight different outage scenarios were evaluated to measure the potential impacts of the outages on non-electric infrastructure, critical services, and people. Key findings include: 1) the Social Burden framework is flexible enough to adapt to and build upon existing utility equity and/or resilience metrics, 2) Social Burden results highlight the high degree of non-electric service redundancy within the SCE service area with most (6/8) hypothetical outage scenarios predicted to increase people’s Social Burden by less than 10%; however, 3) access to critical services and people’s ability to obtain them is unequal and spatially clustered, meaning that there are some hypothetical outage scenarios (2/8) that will exert a higher toll on communities directly experiencing the outage as well as some nearby communities with pre-existing vulnerabilities. The report concludes with recommendations for potential use cases of the expanded Social Burden metric and identifies priority follow-on work. Potential use cases may include incorporating equity into IOU’s prioritization of climate resilience investments. Additionally, Social Burden analysis may provide additional data and insights to augment grid planning, potentially by identifying additional needs and/or prioritizing previously identified needs.

24 POWER TRANSMISSION AND DISTRIBUTION

MARVEL Utilization Plan

This report provides a high-level overview of the operational plan for the MARVEL microreactor. The main focus is on discussing testing and application demonstration opportunities that leverage the reactor. With the reactor rapidly progressing towards demonstration, along with the short operational window (2 years), it was deemed critical to start establishing a basis for how stakeholders can engage with the program and leverage the reactor as a testbed. The report discusses potential opportunities for using MARVEL leveraging from data/design access, novel controls testing, novel nuclear-electric applications, to novel nuclear-heat applications. It also provides guidance for interested stakeholders on potential funding opportunities that can be pursued to support tests during the operational lifetime of the reactor. The report also discusses the recommended strategy for outreach and the organization structure to review and down select project. It is important to emphasize that this is intended to be a living document with revisions issued as the MARVEL demonstration timeline evolves. Similarly, the framework for engagement is subject to change as the project nears construction. As such, this first revision to the original test plan highlights the new Microreactor Program-sponsored pathway for engaging with stakeholders via an Expression of Interest and Notice of Opportunity.

22 - GENERAL STUDIES OF NUCLEAR REACTORS

State Requirements for Electric Distribution System Planning

Utilities have conducted distribution planning since they first began building and operating electricity systems. But filing these plans for regulatory and stakeholder review is a relatively recent phenomenon. This report summarizes legislative and regulatory requirements for regulated electric utilities to file some type of distribution system plan in 20 U.S. jurisdictions. Some plans focus on expedited cost recovery for certain types of distribution system improvements; other plans focus on investments for grid modernization or distributed energy resources. Increasingly, states are adopting requirements for Integrated Distribution Plans. Such plans provide holistic grid investment strategies that address state and local policies and increasing complexity at the grid edge. The report covers the following topics for distribution system plans, highlighting advanced practices: -State goals and objectives -Procedural requirements -Forecasting loads and distributed energy resources -Hosting capacity analysis -Baseline information requirements -Grid modernization strategy -Grid needs assessment -Non-wires solutions -Reliability and resilience analyses -Stakeholder engagement -Equity -Pilots -Coordination with other planning processes The report includes links to legislation; regulatory requirements, proceedings, and orders; and filed utility plans. The U.S. Department of Energy’s Office of Electricity provided funding support.

24 POWER TRANSMISSION AND DISTRIBUTION

Current Practices in Distribution Utility Resilience Planning for Winter Storms

This report is part of a series of hazard-focused case studies examining common practices in electric utility resilience planning. We use standard terminology defining resilience as the ability to anticipate, withstand, absorb, and recover from hazards that cause long duration outages. We distinguish between reliability and resilience using Institute of Electrical and Electronics Engineers (IEEE) 1366-2022, which defines major events as an event that exceeds reasonable design and/or operational limits of the electric power system. Resilience planning is focused on major event days and reliability planning is focused on nonmajor event days. Utility resilience plans are assessed according to common resilience components identified in existing resilience frameworks. The focus of this report is on winter storms in which the primary hazards are heavy snowfall, freezing rain, ice, extreme cold, severe wind, and flooding. These hazards can also contribute to generation shortages, resulting in bulk power system impacts that have consequences for the distribution system, such as load shedding. Stand-alone reports focusing on wildfires and nonwinter storms have been published in parallel with this report. This report can be used as a starting point for understanding potential investment prioritization processes and investment options. This report is intended to improve utility resilience planning by supporting constructive dialogue among utilities, regulators, and other stakeholders.

29 ENERGY PLANNING, POLICY, AND ECONOMY

Current Practices in Distribution Utility Resilience Planning for Wildfires

This report is part of a series of hazard-focused case studies examining common practices in electric utility resilience planning. We use standard terminology defining resilience as the ability to anticipate, withstand, absorb, and recover from hazards that cause long duration outages. We distinguish between reliability and resilience using IEEE 1366-2022, which defines major events as "an event that exceeds reasonable design and/or operational limits of the electric power system." Resilience planning is focused on major event days, and reliability planning is focused on non-major event days. Utility resilience plans are assessed according to common resilience components identified in existing resilience frameworks. The focus of this report is on wildfires. Standalone reports focusing on severe storms (including hurricanes and non-winter storms) and winter storms have been published in parallel with this report. This report can be used as a starting point for understanding potential investment prioritization processes and investment options. This report is intended to improve utility resilience planning by supporting constructive dialogue among utilities, regulators, and other stakeholders.

29 ENERGY PLANNING, POLICY, AND ECONOMY

Current Practices in Distribution Utility Resilience Planning for Hurricanes and Non-Winter Storms

This report is part of a series of hazard-focused case studies examining common practices in electric utility resilience planning. We use standard terminology defining resilience as the ability to anticipate, withstand, absorb, and recover from hazards that cause long duration outages. We distinguish between reliability and resilience using IEEE 1366-2022, which defines "major events" as "an event that exceeds reasonable design and/or operational limits of the electric power system." Resilience planning is focused on "major event days" and reliability planning is focused on non-major event days. Utility resilience plans are assessed according to common recommended resilience components that we have identified in existing resilience frameworks. The focus of this report is on hurricanes and severe storms in which the primary hazards are precipitation or high winds. We exclude winter storms with primary hazards of ice and extreme cold, as they are a unique set of hazards with different resilience considerations. Standalone reports focusing on wildfires and winter storms have been published in parallel with this report. This report can be used as a starting point for understanding potential investment prioritization processes and investment options. This report is intended to improve utility resilience planning by supporting constructive dialogue among utilities, regulators, and other stakeholders.

29 ENERGY PLANNING, POLICY, AND ECONOMY

Bridging the Gap on Data and Analysis for Distribution System Planning: Information That Utilities Can Provide Regulators, State Energy Offices and Other Stakeholders

Electric utilities conduct planning annually to ensure their distribution system meets technical standards, policies, and regulations; addresses forecasted grid conditions; satisfies customer needs; and advances utility priorities. The plan identifies grid deficiencies, analyzes potential solutions, and prioritizes capital investments and other expenditures. About 20 U.S. states and jurisdictions require regulated utilities to file some type of distribution system plan with the public utility commission for review. Requirements for sharing distribution system data and analyses vary widely, from few specific requirements to a detailed list of information that must be provided. While utilities conduct extensive analysis to develop distribution system plans, in most jurisdictions regulators and stakeholders do not know what data are available and how the utility uses the data in planning and investing. This report aims to bridge the gap by increasing understanding of the types of data and analyses utilities employ to develop distribution system plans and how the information affects their decision-making. The report describes information that states and stakeholders can ask for related to 11 data categories: -Forecasting loads and distributed energy resources (DERs) -Scenario analysis -Worst-performing circuits -Asset management strategy -Hosting capacity analysis -Value of DERs -Grid needs assessment -Cost-effectiveness framework for investments -Distribution system investment strategy and implementation -Geotargeted programs -Non-wires alternatives procurements.

24 POWER TRANSMISSION AND DISTRIBUTION

Improving Transparency in Electric Distribution System Planning to Support Affordability [Slides]

This resource identifies opportunities for communities to participate in the distribution system planning process to achieve their energy goals, including affordability. It begins with background information on the distribution system and distribution system planning, and then focuses on topical areas where communities could focus their engagement (e.g., non-wires alternatives, DER forecast, scenario analysis). The report concludes with illustrative examples of how communities have engaged in distribution system planning. The appendix provides procedural guidance on engagement in utility planning processes.

24 POWER TRANSMISSION AND DISTRIBUTION

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

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

29 ENERGY PLANNING, POLICY, AND ECONOMY

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

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

24 POWER TRANSMISSION AND DISTRIBUTION

TRAILS Output Files

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

Artificial Intelligence

Solar Panel Installation at Goucher College

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

14 SOLAR ENERGY

MegaWatt Mayhem: Grid Operator Challenges Center Loads

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

24 - POWER TRANSMISSION AND DISTRIBUTION

Integrating Resilience Planning in Distribution System Planning

Electric utilities, regulators, and stakeholders face increasing risks of severe storms, freezes, floods, and heat waves damaging grid infrastructure and causing power outages—and increasing risks of utility equipment igniting wildfires. At the same time, customer electricity rates have risen substantially in recent years, due in part to replacing aging infrastructure and improving resilience to natural hazards and physical threats. To address these challenges, utilities are beginning to move beyond traditional, siloed planning processes to balance resilience with other fundamental grid objectives such as affordability, reliability, safety, and serving new loads. This study presents a framework for states and utilities that want to advance integration of resilience and distribution planning processes to improve planning efficiency, better prioritize cost-effective grid expenditures, and balance planning objectives. The framework includes 7 key integration points between these planning processes: -Strategy process -Data -Threat assessments -Solution identification and prioritization -Optimization opportunities -Consideration of other grid needs -Metrics Lawrence Berkeley National Laboratory reviewed utility distribution system plans and interviewed subject matter experts to identify emerging practices for each of the 7 integration points. This report presents these practices, which can be used as a guide toward more holistic planning and cohesive investment strategies. It also includes 3 case studies to provide practical examples of how utilities apply such integrated planning processes: two pole hardening programs and one microgrid planning effort. The report concludes by identifying opportunities for future research.

24 POWER TRANSMISSION AND DISTRIBUTION

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

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

29 ENERGY PLANNING, POLICY, AND ECONOMY