Serving the energy industry for over 30 years
By - Jon Brown

Fundamentals of Distributed Resource (DER) System Planning
What Utilities and Other Power Organizations Need to Know to Adjust Their System Planning
February 12-13, 2019 | Lexington, KY

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The growth of distributed generation (DG) and distributed energy resources (DERs) is challenging many of the assumptions upon which traditional utility system planning relies.  In many regions already, DER penetration is reaching levels at which it has a measurable impact on system planning and operations. For example, DERs are creating two-way power flows on the distribution and transmission grids that legacy equipment was not designed for.  DERs are also confounding conventional load forecast methodologies and complicating system modeling by introducing new kinds of generation sources or modifying load profiles.

DER adoption is driven by three major developments:

  1. Advances in technologies that accommodate multi-directional, rather than uni-directional, power flows
  2. Fundamental shifts in generation, distribution and transmission grid profiles
  3. Changing, “more democratic” concepts about the relationship between utility service models and customer pricing

DERs, though, are not just one thing; rather, they are many things.  Therefore, a treatment of the system impacts of DER must address several elements that comprise DERs, and how they produce different impacts.

This program is a primer.  It is intended to collect — in one forum — the content necessary for utilities, load-serving entities (LSEs), grid operators, project developers and others to develop their own internal system for evaluating the impact of DG and DER development on their system(s).  It is not intended to be an advocacy forum for or against the adoption of these technologies, nor for their implementation.  Nor is it intended to offer detailed instruction in the analytical instruments referenced during the program.  It will, however, provide a useful cross-disciplinary blueprint for reference, adaptation and refinement.


Learning Outcomes

Through presentations and panel discussions, attendees will have the opportunity at this course to consider the following elements as to how distributed energy resources (DER) are changing utility and power industry norms:

  • Evaluate the different types and classes of DERs and their special requirements
  • Identify the operational differences between renewable and conventional energy DERs
  • Review regulatory matters that determine how DERs are governed on a jurisdictional basis
  • Examine long-term planning assessment and analysis that properly incorporates DERs
  • Discuss challenges that DERs present to existing utility compacts/business models and what options are available to address these issues
  • Assess system data access and transparency requirements to facilitate DERs
  • Evaluate operational tools required for real-time DER modeling and forecasting
  • Discuss DER interconnection issues at the distribution, sub-transmission and transmission levels



EUCI has been accredited as an Authorized Provider by the International Association for Continuing Education and Training (IACET).  In obtaining this accreditation, EUCI has demonstrated that it  complies with the ANSI/IACET Standard which is recognized internationally as a standard of good practice. As a result of their Authorized Provider status, EUCI is authorized to offer IACET CEUs for its programs that qualify under the ANSI/IACET Standard.

EUCI is authorized by IACET to offer 1.0 CEUs for this event.


Requirements for Successful Completion of Program

Participants must sign in/out each day and be in attendance for the entirety of the conference to be eligible for continuing education credit.

Instructional Methods

Case studies and PowerPoint presentations will be used in this program.


Tuesday, February 12, 2019

7:30 – 8:00 a.m. :: Registration and Continental Breakfast

8:00 – 8:15 a.m. :: Welcome, Overview and Introductions

8:15 – 9:45 a.m. :: Foundation Concepts, Types and Characteristics of DERs

  • Types
    • PV
    • Energy storage
    • Electric vehicles
    • Combined heat & power (CHP)
    • Turbines, generators and reciprocating engines
    • Microgrids
    • Virtual power plants (VPPs)
    • Demand side management
  • Size and Location
    • Regional power system considerations
    • Proximity/relationship to distribution utility
  • Primary generation (of offset) time of day

DER Development and Control

  • Applicable technologies and resources
    • Renewables
    • Non-renewables
    • Both of the above with and without storage
    • Storage (standalone)
    • DSM
  • Classes
    • Customer-developed
    • Utility-developed
    • Continuum of self-supply to grid-supply
    • Behind-the-meter
    • Utility side-of-the-meter

9:45 – 10:00 a.m. :: Morning Break

10:00 – 11:15 a.m. :: DER System-Level and Interconnection Aspects

  • System profile recognition
  • System layer analysis
  • Interconnection practices and rules
  • Drivers
  • Operational considerations and experience
    • Distribution level
    • Sub-transmission level
    • Transmission level

11:15 a.m. – 12:00 p.m. :: How DER System Analysis Differs from Traditional Distribution System Analysis

  • Power flow
  • Power quality
  • Fault
  • Dynamic

12:00 – 1:00 p.m. :: Group Luncheon

1:00 –  2:00 p.m. :: Challenges to Existing Utility Compact/Business Model

  • Reduced system operational transparency
  • System stability and protection
  • Load (and corresponding revenue) reduction
  • Cost / value methodology selection and analysis
  • Cost / value application and imposition process
  • Cost allocation provisions and measures
  • Tariffs and Market Designs
  • Utility rate structures
  • Risk evaluation and planning w/respect to reliability

2:00 – 2:45 p.m. :: Jurisdictional and Market Design Matters

  • DERs operating in Wholesale Markets
  • DERs operating in traditional vertically-integrated (non-markets) utilities’ service territories
    • Enabling legislation and state utility oversight governance
    • FERC
    • NERC
    • ISO/RTO
  • DERs in public owned utilities’ service territories
  • Transactive energy concepts

2:45 – 3:00 p.m. :: Afternoon Break

3:00 – 5:00 p.m. :: System Data Access, Transparency and Utilization

  • Systems integration and engineering analysis
  • Grid impact and optimization
  • Customer information and program optimization
  • Market strategies development
  • Locational value of DERs
  • Smart inverter support

5:00 p.m. :: Program Adjourns for Day

Wednesday, February 13, 2019

7:45 – 8:15 a.m. :: Continental Breakfast

8:15 –10:00 a.m. :: Strategic Planning: Long-term Assessment and Analysis

  • Determining impact studies required
  • System power flow modeling
  • Hosting capacity requirements and availability
  • Distribution and bulk power systems’ impacts
  • Mitigation measures identification for protection/safety limit violations
  • Valuing locational costs and benefits
  • Monitoring and control options and requirements
  • Infrastructure deployment and system awareness
  • Utility-driven vs third-party-driven installations
  • Revenue (reduction) modeling

10:00 – 10:20 a.m. :: Morning Break

10:20 a.m. – 11:45 a.m. :: Planning and Operational Tools Required

  • Real-time modeling, forecasting and scenario balancing
    • System impacts
    • Load shape
    • Utility rate structures
    • Customer adoption rate
    • Relationship of incentives to load shapes
    • Mitigation considerations
    • ADMS systems
    • Solar impact studies
  • Case Studies

11:45 a.m. :: Symposium Adjourns


Mike Coddington, Principal Engineer, National Renewable Energy Laboratory (NREL)

Michael Coddington is a Principal Engineer with the Integrated Devices and Systems Group at the National Renewable Energy Laboratory (NREL) – a Department of Energy owned laboratory in Colorado.  Before coming to NREL nearly 10 years ago, he worked as a Distribution Planning and network Engineer, System Planning Engineer, Key Account Executive, and numerous other roles at two electric utility companies.  His work at NREL focuses on the integration of photovoltaic systems (and other distributed generation systems) to the electric distribution system, with a focus on high penetration PV concerns and solutions.  Mr. Coddington has authored and collaborated on dozens of technical reports and papers focusing on integrating distributed generation systems onto the grid in a safe, reliable and cost-effective manner.  He is active in standards and codes development, is a Senior Member of the IEEE, was Secretary of IEEE 1547.6, and is a voting member of the UL1741 Standards Technical Panel (STP).  He received his electrical engineering degree from Colorado State University, is a licensed Master Electrician and licensed Electrical Contractor in the State of Colorado, and is a licensed commercial electrical inspector.

Jane Colby, Principal, Cadmus Group

Jane Colby leads the Resource Planning Practice for Cadmus, an energy and environmental consulting firm. Working at Cadmus for the past 10 years, Ms. Colby specializes in DSM planning, Integrated Resource Planning, and DSM evaluation.  Prior to that she worked for El Paso Energy, and Xcel Energy, where she was the manager of resource planning, as well as the wholesale trading manager.

Daniel Haughton, Director – DER Integration & Analysis, Arizona Public Service (APS) (invited)

Daniel Haughton is Director of DER Integration & Analysis at Arizona Public Service (APS).  His duties include:  supervising a team of 8 transmission operations engineers and consulting engineers in utility operations; coordinating technical power flow, transient stability, and voltage margin studies for seasonal, next-day and/or current day system analysis; serving as subject matter expert (SME) for specific NERC Standards related to transmission operations; and interfacing with the Energy Control Center (ECC), operators and IT to ensure that real-time tools performance meets expectations and produces accurate results as judged by both engineers and operators.  Dr. Haughton has worked at APS for six years.  Before joining APS, he was in various roles at Tampa Electric, CAISO, Intel Corp and Arizona State University.

Lon Huber, Director – Energy, Navigant 

Lon Huber joined Navigant in July, 2018 to lead Navigant’s North American retail regulatory offering. Prior to joining Navigant, he was a Director in Strategen Consulting’s utility and government practice where he provided independent analysis, strategy, and policy solutions to a diversity of clients working in the energy space. Before he joined Strategen, Mr. Huber worked in the private sector and for the consumer advocate office in Arizona where he was the staff lead on key issues facing the electric utilities in the state. In this position he shaped high profile decisions around net metering, resource procurement, and utility-owned distributed generation. He got his start in academia at a renewable energy focused research institute. He received a congressional recognition award for his work in educating citizens about solar energy. During this time, he was also recognized as an Arizona Daily Star “40 under 40” winner for leadership, community impact, and professional accomplishment. 

Cassie Quaintance, Head – Operations, Kevala Analytics

Cassie Quaintance is Head of Operations at Kevala Analytics. She is an experienced leader of organizations and strategic initiatives supporting business transformation in the areas of sales, operations management, government affairs, technology management, and innovation. In her role at Kevala, she leads sales and operations activities for the software firm, which provides data and analysis to accelerate smart investment in the evolving electricity grid. Prior to her affiliation with Kevala, Ms Quaintance held positions at Hitachi, Schneider Electric, and the National Renewable Energy Laboratory (NREL).


Hyatt Regency Lexington

401 W High St

Lexington, KY 40507

Reserve your room:

please call 1-1-800-233-1234. You will need to mention Electric Utility Consultants in order to receive the special rate.

Click here to book online

Room Block Reserved For:

Nights of February 10 – 12, 2019

Room rate through EUCI:

$169.00 single or double plus applicable taxes
Make your reservations prior to January 21, 2019.


Event Standard RateAttendees

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