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

Fundamentals of Distributed Energy Resource (DER) Planning
What Utilities and Other Power Organizations Need to Know to Plan, Integrate and Maximize DER System Contributions
September 16-17, 2019 | Denver, CO

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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.


Monday, September 16, 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 and EV charging equipment
    • Wind energy
    • Microgrids
    • Virtual power plants (VPPs)
    • Demand side management
  • Size and Location
    • Proximity/relationship to distribution utility
    • DER locational and temporal factors

DER Development and Control

  • Applicable technologies and resources
    • DER control capabilities
    • DER with storage
    • DER integration opportunities and challenges
    • DER visibility to system operators Sensors AMI Telemetry to the DER
    • Behind-the-meter vs utility side-of-the-meter
    • Analytics

9:45 – 10:00 a.m. :: Morning Break

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

  • Standards and jurisdictions
  • Criteria for interconnection
  • Interconnection practices and rules
  • Workflow and customer experience
  • Smart inverters
  • Hosting capacity and load profile analysis
  • Voltage impact and system-wide assessment
  • 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
  • Dynamic impacts of DER
  • Hosting capacity solutions
  • Voltage issue mitigation methods
  • Strategic utility planning for DER

12:00 – 1:00 p.m. :: Group Luncheon

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

  • System stability and protection
  • Load (and corresponding revenue) revenue reduction
  • Cost / value methodology selection and analysis
  • Cost / value application and imposition process
  • Cost allocation
  • Tariffs and utility rate structures
  • Risk evaluation w/respect to reliability
  • Economic and of DERs for regulators

2:00 – 3:00 p.m. :: Strategic Impact of DERs

  • Strategic considerations of DER
  • DER data acquisition
  • Locational value of DERs
  • Time shifting of DERs
  • Smart inverter support
  • DER business models
  • Aligning DERs to grid value
  • Digital DER opportunity

3:00 – 3:20 p.m. :: Afternoon Break

3:20 – 4:45 p.m. :: System Data Access, Transparency and Utilization

  • Systems integration and DER data analytics
  • Grid impact and optimization
  • Customer information and program optimization
  • Market strategies development
  • Leveraging DER data value
  • Load shape
  • Valuing locational costs and benefits
  • Case studies

4:45 p.m. :: Program Adjourns for Day

4:45 – 5:30 p.m. :: Platform Demonstration (Optional)

Tuesday, September 17, 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
  • DER planning and roadmaps
  • System power flow modeling
  • Hosting capacity requirements and availability
  • Mitigation measures identification for protection/safety limit violations
  • Valuing locational costs and benefits
  • Monitoring and control options and requirements
  • Infrastructure requirements for DER
  • Revenue impacts from DER

10:00 – 10:20 a.m. :: Morning Break

10:20 a.m. – 11:45 a.m. :: DER Integration — Value Optimization

  • System impacts
  • Participation in wholesale markets
  • Customer adoption rate
  • Relationship of incentives to load shapes
  • ADMS systems
  • DER integration value stream
  • Demand response – load shifting value
  • DER trends in storage and transportation electrification
  • Case studies

11:45 – 1:00 p.m. :: Group Luncheon

1:00 – 2:30 p.m. :: Case Studies of DER Scenarios, Asset Decisions and Field Deployments

2:30 – 2:45 p.m. :: Afternoon Break

2:45 – 4:00 p.m. :: Emerging Trends in DER Planning and Management

Panel Discussion

4:00 p.m. :: Symposium Adjourns


Andrew Dillon, Senior Principal, West Monroe Partners

Andrew Dillon is a Senior Principal at West Monroe Partners, where he leads the DER Interconnection solution platform.  He has more than 20 years’ experience focusing on grid modernization technologies, most recently managing a project to introduce DER interconnection processes to EV charging infrastructure.  He previously founded the real-time grid control company Varentec.  Andrew is a co-author of two patents on advanced grid control using smart inverters.

Daniel Haughton, Manager – Distribution Engineering and DER Interconnections, Arizona Public Service (APS)

Daniel Haughton is Manager of Distribution Engineering and DER Interconnections at Arizona Public Service (APS).  He manages teams that plan the future distribution infrastructure for the rapidly growing state of AZ, as well as residential and commercial renewable technology integration.  He has worked at Arizona Public Service (APS) since 2012 in various engineering and technical leadership roles, including Transmission Planning, Transmission Operations Engineering, and Distributed Energy Resource (DER) Engineering.  Dr. Haughton is also an advisor to EPRI and NREL Technical Advisory Committees on DER Interconnection practices and Distribution Planning Modernization.  Before joining APS, he served in various roles at Tampa Electric, CAISO, Intel Corp and Belize Electricity Limited. He is an adjunct professor of electrical engineering at Arizona State University.

Aram Shumavon, CEO, Kevala, Inc.

Aram Shumavon is co-founder and CEO at Kevala Analytics.  He has more than 15 years of experience in regulated energy markets, with a focus on high penetration distributed and renewable energy resources.  Prior to forming Kevala, he was the founder and executive director of the non-profit organization, Distributed Energy Consumer Advocates. He has helped develop state and federal policy, managed the development of regulatory strategies, and created innovative market infrastructure and policy analysis tools. Mr. Shumavon’s work includes more than a decade as a senior analyst at the California Public Utilities Commission where he headed the state’s analysis of key wholesale electricity market design and environmental compliance efforts and led long-term procurement and planning efforts focused on California’s high renewables penetration future and renewables integration strategies.


EUCI Office Building Conference Center

4601 DTC Blvd, B-100

Denver CO, 80237


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