4.7 BEST PRACTICES

o An agnostic hosting capacity analysis in the iterative method enables performing the rigorous hosting capacity assessments upfront, while allowing the actual DER-specific results to be derived offline. Further validation of this process is needed. o Further analysis on the impact of slight variations to input loads, DER profile assumptions, and load forecasts on the time-based hosting capacity results are recommended. o Further assessments of the input time-series data and the validation of simulation results through actual field verification are recommended. o The method can be implemented uniquely for individual distribution planning tools. • Hybrid Method o This method strikes a balance between computational efficiency and method accuracy by leveraging lessons learned from iterative and streamlined methods. o This method can be implemented independent of distribution planning tools and data. o This method can be extended to evaluate various scenarios like grid conditions and smart inverter impacts because of the computational efficiency.

Simulation tools

• DRIVE is a standalone tool that does the hosting capacity analysis, which can interface with any vendor tool. Currently it is interfaced with Cyme, Synergi, PowerFactory, DEW, Sinapsis,

DSS, and Windmil. However, other simulation tools need a top-up tool to calculate the hosting capacity. • Other promising open access simulation tools such as PowerModelsDistribution and Open-

DSOPF can be used to perform unbalanced optimal power flow.

The end-use application for which one is calculating hosting capacity should drive the consideration of which calculation method to use. Therefore, the judgment on selecting the impact factors, models, frameworks, methods, and tools should be carried out based on 1) whether the appropriate factors are considered the specific end-use application and 2) the effectiveness (or lack thereof) of the underlying data and models in reflecting real-world conditions. With any modelling and simulation effort, reasonable assumptions have to be made, as a 100% accurate model is unrealistic. Based on the reviewed projects and with significant input borrowed from [23], the key process steps for assessing hosting capacity based on the best practices are as follows: 1. Establish a stakeholder process to work with networks and other interested stakeholders to select, refine and implement the hosting capacity assessment to meet the near and long-term goals. 2. Select and define the use cases for the hosting capacity assessment with diverse stakeholders' input. These use cases should guide the development of network representations, hosting capacity calculating methodology, and its implementation. There are two primary use cases: (i) interconnection and planning; (ii) and a complementary function of optimizing the locational benefits of DERs. 3. Identify criteria to guide the implementation of the hosting capacity assessment. The established stakeholder process identifies and answers key questions regarding the scope, duration, and other key elements of the use cases to identify the essential impact factors.