The first part of this two-paper series describes the incorporation of Demand Response (DR) and Energy Storage Systems (ESS) in the joint distribution and generation expansion planning for isolated systems. The role of DR and ESS has recently attracted an increasing interest in power systems. However, previous models have not been completely adapted in order to treat DR and ESS on an equal footing. The model presented includes DR and ESS in the planning of insular distribution systems. Hence, this paper presents a novel model to decide the joint expansion planning of Distributed Generation (DG) and the distribution network considering the impact of ESS and price-dependent DR programs. The problem is formulated as a stochastic-programming-based model driven by the maximization of the net social benefit. The associated deterministic equivalent is formulated as a mixed-integer linear program suitable for commercially available software. The outcomes of the model are the location and size of new generation and storage units and the distribution assets to be installed, reinforced or replaced. In the second companion paper, an insular case study (La Graciosa, Canary Islands, Spain) is provided illustrating the effects of DR and ESS on social welfare.

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This paper investigates the multistage expansion planning problem of a distribution network considering reliability. Thus, the best alternative, location, and installation time for the candidate assets are identified while jointly accounting for economic and reliability aspects. As a major salient feature, the conventional simulation-based reliability assessment is equivalently implemented through algebraic expressions whereby the effect of the network topology is explicitly represented by decision variables of the optimization process. For expository purposes, the focus is placed on the expected energy not supplied, which is a widely-used metric for reliability assessment. The resulting optimization problem is cast as an instance of mixedinteger linear programming. Hence, unlike existing heuristic and metaheuristic solution techniques for reliability-constrained distribution system planning, the proposed approach is finitely convergent to the optimal solution and can be readily implemented using commercially-available software. Simulation results show the effective performance of the proposed methodology. Index Terms-Distribution network expansion planning, mixed-integer linear programming, multistage, reliability. NOMENCLATURE Acronyms EF B Existing fixed branch. ET Existing transformer. ERB Existing replaceable branch.