DER Modeling Techniques and Applications for Resource Planning

DER Modeling Techniques and Applications for Resource Planning

October 12-13, 2021 | Online :: Central Time

The growth of distributed generation (DG) and distributed energy resources (DERs) is challenging many of the assumptions upon which traditional utility IRP modeling relies.  In many regions already, DER penetration is reaching levels at which it has a measurable impact on system operations. Therefore, resource planners and analysts must be aware of, and adopt, the best practices associated with modeling the emerging issues associated with these distributed and variable energy resources.

This program will devote specific attention to three prominent DER classes – PV, electric vehicles  and demand response – and the analysis required by modelers to accurately capture and apply foresight as to how these DERs will impact the grid.  It will identify how to properly account for all DER variables when analyzing, modeling and planning portfolio decisions.  In addition, the course will address how to evaluate the portfolio effects of high penetration renewable energy and DER resources in production cost models.    DER impacts on load and load forecasting will also be examined.  And the program will identify the necessary financial and staff resource requirements to collect, model and analyze DER data.

Learning Outcomes

Attendees will gain practical skills and insights on how to:

  • Review foundations of modeling
  • Describe how IRP planners can analyze, model and incorporate DER in their resource plans
  • Identify how to properly account for all DER variables when analyzing, modeling and planning portfolio decisions
  • Consider the broader range of inputs that future resource decisions should incorporate to map a pathway to the attainment of DER objectives
  • Evaluate the portfolio effects of high penetration renewable energy and DER resources in production cost models
  • Examine the specific modeling requirements for electric vehicles and distributed solar
  • Assess the full DER Impacts on load and load forecasting
  • Define data and modeling resource requirements


Tuesday, October 12, 2021 : Central Time

8:45 – 9:00 a.m.
Log In and Welcome

12:15 – 1:00 p.m.
Lunch Break

9:00 a.m. – 4:45 p.m.
Course Timing

9:00 – 9:20 am Overview & Introductions

9:20 – 10:30 a.m. :: Modeling Foundations

  • Standard elements of modeling
    • Traditional, top-down
      • Based on historical patterns
      • Spreadsheets and one-time consulting studies
    • How modeling DERs is similar to and different than modeling other elements
      • Bottom-up
        • Customer adoption
        • Dynamics system conditions
      • Hybrid
    • Who in the power industry should be modeling DERs and why
    • Applications (in what analyses and documents) for DER modeling

10:30 – 10:45 a.m. :: Morning Break

10:45 a.m. – 12:15 p.m. :: Distributed Solar

  • Preparing time-series datasets for footprint
  • Analyzing regional adoption trends
  • Bass diffusion curves for forecasting installed capacity
  • Getting a grasp of solar irradiance
    • Generation profiles
    • Capacity factors
    • Load impact

12:15 – 1:00 p.m. :: Lunch Break

1:00 – 2:45 p.m. :: Electric Vehicles

  • Types of EVs
    • Light-duty (passenger sedans/SUVs and small pickups)
    • Medium- and heavy-duty trucks and buses
  • Identifying data sources
    • State DMV
    • Government
    • Etc.
  • Developing local/regional sales dataset
  • Adoption/Diffusion curves for stock forecast
  • Typical diurnal charging profiles by class
  • Vehicle miles traveled (VMT)

2:45 – 3:00 p.m. :: Afternoon Break

3:00 – 4:45 p.m. :: DER Impacts on Load & Load Forecasting

  • Additive and separate impacts on energy and peaks
  • Seasonal patterns
  • Effects on diurnal and 8760 load shapes
  • Correlation between adoption of various DER technologies
  • Integration with GIS and distribution system
  • Feeder-level info
  • Net load variability and operating reserves
  • Internal studies coordination and timing

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


Wednesday, October 13, 2021 : Central Time

8:45 – 9:00 a.m.
Log In

12:15 – 1:00 p.m.
Lunch Break

9:00 a.m. – 4:45 p.m.
Course Timing


9:00 – 10:30 a.m. :: Data and Modeling Resource Requirements

  • Data sets
  • Software applications
  • Computing infrastructure
  • Staffing
  • Constraints and limitations

10:30 – 10:45 a.m. :: Morning Break

10:45 a.m. – 12:15 p.m. :: Tracking and Incorporating Policy-Driven Initiatives

  • Identifying state/regional policy issuances
  • State/regional targets by class
  • Interconnection standard compliance with IEEE 1547.1-2020
  • Interoperability standard compliance with IEEE 1815
  • Relevant FERC Orders

12:15 – 1:00 p.m. :: Lunch Break

1:00 – 2:45 p.m. :: DER on Power Systems

  • Performance
  • Impacts on hosting capacity and other integration technical aspects
  • Transparency

2:45 – 3:00 p.m. :: Afternoon Break

3:00 – 4:45 p.m. :: Leveraging External Data and Information Sources

  • EIA Form 826, Annual Energy Outlook, Short-term Energy Outlooks
  • Research and tools from national laboratories, e.g. dGen
  • Published papers and presentations from utilities, ISOs/RTOs
  • S. Department of Energy – Alternative Fuels Data Center
  • Federal Transportation Authority
  • U.S. Department of Transportation – Bureau of Transportation Statistics

4:45 p.m. :: Course Adjournment


Obadiah Bartholomy is the Manager of Distributed Energy Strategy at the Sacramento Municipal Utility District. His team is responsible for developing enterprise strategy for addressing the transition to a more distributed energy future. Key areas include working with traditional utility planning departments to modify their processes to incorporate DER adoption implications, as well as developing new business models for the utility to participate in delivering new energy services.  Mr. Bartholomy has worked at SMUD for 15 years, including much of that in R&D relating to climate change, solar PV, and emerging energy efficiency technologies.  He is Vice President of the Utility Variable Generation Integration Group, and earned a BS degree in Mechanical Engineering at Cal Poly and a MS degree in Transportation Technology and Policy at UC Davis.

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. He has an AB in economics and public policy from the University of Chicago.

Andy Whitaker is a Technical Product manager at Clean Power Research. He has spent his career in technical and business roles making software for electric utilities. Starting his career at Alstom Grid, he helped build modeling software supporting real-time monitoring and control of the bulk electric system. Mr. Whitaker later took on the role of coordinating the organization’s RFP responses, including both EMS and ADMS systems. Since joining Clean Power Research in 2019, he has led development of the firm’s DER adoption modeling software.  Mr. Whitaker holds a bachelor’s degree in Electrical Engineering from Washington State University and a master’s degree in Technology and Policy from the Massachusetts Institute of Technology, where he was an author of the MIT Future of the Electric Grid Study.

Miles Butler is Senior Analyst and Technical Lead at Energeia, where he concentrates on advanced computation techniques and software engineering. He is responsible for managing the development of the firm’s agent-based utility simulation platform, uSim. Mr. Butler’s skills and core competencies include analytical modeling, software engineering, advanced mathematics, machine learning, and the design and implementation of large-scale data pipelines.

Online Delivery

We will be using Microsoft Teams to facilitate your participation in the upcoming event. You do not need to have an existing Teams account in order to participate in the broadcast – the course will play in your browser and you will have the option of using a microphone to speak with the room and ask questions, or type any questions in via the chat window and our on-site representative will relay your question to the instructor.

  • IMPORTANT NOTE: After November 30 you will not be able to join a Teams meeting using Internet Explorer 11. Microsoft recommends downloading and installing the Teams app if possible. You may also use the Edge browser or Chrome.
  • You will receive a meeting invitation will include a link to join the meeting.
  • Separate meeting invitations will be sent for the morning and afternoon sessions of the course.
    • You will need to join the appropriate meeting at the appropriate time.
  • If you are using a microphone, please ensure that it is muted until such time as you need to ask a question.
  • The remote meeting connection will be open approximately 30 minutes before the start of the course. We encourage you to connect as early as possible in case you experience any unforeseen problems.



DER Modeling Techniques and Applications for Resource Planning

October 12-13, 2021 | Online
Individual attendee(s) - $ 1295.00 each
- OR - I choose to attend remotely
Individual remote connections(s) - $ 1295.00 each

Volume pricing also available

Individual attendee tickets can be mixed with ticket packs for complete flexibility

Pack of 5 connections - $ 5,180.00 (20% discount)
Pack of 10 connections - $ 9,065.00 (30% discount)
Pack of 20 connections - $ 15,540.00 (40% discount)

Buy 4 seats and only pay for 3! For this event every fourth attendee is free!

Your registration may be transferred to a member of your organization up to 24 hours in advance of the event. Cancellations must be received on or before September 10, 2021 in order to be refunded and will be subject to a US $195.00 processing fee per registrant. No refunds will be made after this date. Cancellations received after this date will create a credit of the tuition (less processing fee) good toward any other EUCI event. This credit will be good for six months from the cancellation date. In the event of non-attendance, all registration fees will be forfeited. In case of conference cancellation, EUCIs liability is limited to refund of the event registration fee only. For more information regarding administrative policies, such as complaints and refunds, please contact our offices at 303-770-8800




EUCI is accredited by the International Accreditors for Continuing Education and Training (IACET) and offers IACET CEUs for its learning events that comply with the ANSI/IACET Continuing Education and Training Standard. IACET is recognized internationally as a standard development organization and accrediting body that promotes quality of continuing education and training.

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

Requirements for Successful Completion of Program

Participants must log in for the entirety of the event to be eligible for continuing education credit.

Instructional Methods

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

Who Should Attend

  • Integrated resource planning
  • Resource adequacy planning
  • Strategic and long-range planning
  • Forecasting and analysis
  • Energy efficiency planning
  • Demand response planning
  • Generation and load planning
  • Transmission planning
  • Reliability planning
  • Intra-hour operations analysis and modeling
  • Renewable energy planning
  • Environmental and GHG planning
  • State regulatory and commission staff
  • Carbon/emissions management teams
  • Carbon/emissions market consultants and advisors
  • Environmental compliance groups
  • Regulatory affairs
  • Asset management
  • Financial analysis

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