Advanced Integrated Resource (IRP) Planning

Advanced Integrated Resource (IRP) Planning

Optimizing Distributed, Policy, Digital Grid and Cyber Inputs

August 23-24, 2021 | Online :: Central Time


The traditional least-cost integrated resource planning (IRP) paradigm – built largely around supply and demand resource modeling – is no longer sufficient for utilities and other power system organizations that develop IRPs.  These long-range planning efforts and documents must confront multiple challenges prompted by the convergence of the power industry’s past, present and future.  State-of-the-art IRPs must now emphasize coordination among the supply, transmission, and distribution planning domains.  Also, they must address grid transformation and cyber elements for which there are not yet perfected tools and analyses. 

This program will offer a primer on converting the concepts into developing an optimum hybrid IRP that reflects contemporary and future utility requirements.  It will:

1) spell out planning concepts and methodologies

2) illustrate how they’re the same as, and different from, traditional IRPs

3) offer examples of utility IRPs that have already applied element of this integration of GT&D and optimum hybrid planning approach into the digital grid of the future

The course will provide instructive and intuitive concepts and methodologies for all interests involved in the preparation and adoption of an IRP – utilities, consultants and software organizations, state regulatory staff, stakeholder groups how the results can and should be used by states, NARUC and FERC as a tool.

Learning Outcomes

  • Assess how the integration of GT&D and optimized hybrid IRP elements and characteristics compare and differ from traditional IRPs
  • Evaluate drivers for an integrated GT&D and optimized hybrid IRP
  • Identify why, where and how integrated GT&D and optimized hybrid IRPs are in development
  • Discuss and illustrate how to build the integrated GT&D IRP and optimized hybrid base case
  • Examine what changes about load forecasting, modeling and analytics
  • Determine the means and processes by which the preferred resources are selected and put in service
  • Analyze a case study with application of integrated GT&D and optimized hybrid IRP principles
  • Identify some of the potential planning tools and resources that might be used to develop the optimum hybrid IRP
  • Employ strategies to incorporate measures that address digital grid and cyber protection attributes


Monday, August 23, 2021 : Central Time

8:45 – 9:00 a.m.
Log In and Welcome

12:30 – 1:15 p.m.
Lunch Break

9:00 a.m. – 5:00 p.m.
Course Timing


9:00 – 9:15 a.m. :: Overview and Introductions

9:15 a.m. – 12:30 p.m. :: Foundation & Premises of Optimum Hybrid IRP

  • Context
    • Past to present – Review of traditional IRP elements and characteristics
    • Present to future – integrated GT&D and optimum hybrid IRP elements and characteristics
    • Identification of similarities and differences
    • Traditional top down (central station) planning vs bottom up (DER) planning vs optimum hybrid planning
  • Drivers of Integrated GT&D and Optimum Hybrid IRP
    • Digital/cyber operations environment
    • Regulatory
    • Economic
    • Operations
    • Technology
    • Customer and stakeholder
    • Environmental
  • Why, Where and How Integrated GT&D and Optimum Hybrid IRPs Are In Development
    • Jurisdictions
    • Utilities and other power planning entities

12:30 – 1:15 p.m. :: Lunch Break

1:15 – 5:00 p.m. :: Constructing an Integrated GTD and Optimum Hybrid IRP

  • Building the Base Case
    • Assessing the available and anticipated supply (generation) and demand-side options
    • Assessing the available and anticipated transmission system
      • Inter-regional transmission planning (DC lines, super AC)
      • Interconnection and hosting capacity
    • Assessing the available and anticipated distribution system
      • Components – feeder level, substation level, how many years – 5, 10, 15?, NWAs?, etc.)
      • Interconnection and hosting capacity
      • Grid-enhancing technologies (GETs) and non-wires alternatives (NWAs)
      • Operating context
        • RTO/ISO market
        • Vertically integrated service areas
    • New assessments
      • Decarbonization goals versus carbon pricing
      • Electrification (EVs – movable loads/resources)
      • FERC Order 2222
    • Forecasting
      • Peak incidences
        • Operational
        • Temporal
        • Locational (firm and non-firm)
      • Weather
    • Data
      • Needs
      • Access and privacy
        • Customer
        • Third-parties
        • Supply chain
      • Resources
        • Technical
        • Personnel
        • Budgets
          • Regulatory cost recovery

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


Tuesday, August 24, 2021

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 am – 12:15 pm :: Constructing an Integrated GTD and Optimum Hybrid IRP (cont’d)

  • Modeling
    • Production cost
    • Transmission
    • Distribution area
    • Feeder
    • Net present value (NPV)
  • Risks and uncertainty
    • Net present value (NPV)
  • Reliability vs resiliency
    • Reserve margins – summer vs winter
    • Resource adequacy and operating reserves
    • Weather
  • Analyses
  • Outputs
  • Stakeholder (internal and external) inputs

12:15 – 1:00 p.m. :: Lunch Break

1:15 – 4:45 p.m. :: Implementing an Integrated GTD and Optimum Hybrid IRP

  • Embedding Future Technologies and Policy Directives
    • Electrification
    • De-carbonization
    • Infrastructure expansion, failure or under-investment
    • Storage
    • Technology
    • Supply chain
    • Climate change
  • Decision-making and Actionability
    • Hierarchy
    • Advisory
    • Statutory
    • Enforcement
  • What Does an Integrated GTD and Optimum Hybrid IRP Look Like?
  • Resource Assignment
    • Availability
    • Acquisition
    • Procurement
    • Delivery
    • Command and control
    • Third-party reliance and performance
  • What Next?
    • Planning tools and resources

4:45 p.m. :: Course Adjournment


Howard Smith, IRP Specialist, 5 Utilities  

Howard Smith is a resource planning veteran whose career spans 40-plus years and five utilities. For the past two years, he has been Principal at Renewable and Grid Edge Consulting.  He started the firm, which specializes in advising utilities and other organizations in the power industry on matters relating to renewable and distributed energy resources, in 2019.  Preceding that, Mr. Smith spent four decades in multiple positions at the Southern Company and its operating utilities.  His roles over the years included serving in these capacities:

  • Manager of Distributed Energy Resource & Grid Edge Policy
  • Manager of Resource Planning and Demand Response Operations
  • Transmission Substation Design
  • Transmission, Generation and Market Planning
  • Metro Team Manager for Key Accounts 
  • Manager of Technical Sales
  • Manager of Resource Planning and Demand Response Operations

He also held positions at Duke Power, including as Quality Assurance/Special Project Engineer in Distribution and as Distribution Staff Engineer.  In support of the industry, Mr. Smith has served on the Advisory Council for the Smart Electric Power Alliance (SEPA), as the Chairman of the Board of Directors for the Association of Demand Response & Smart Grid (ADS), and on the Alabama Governor’s Advisory Team for Industrial Energy Efficient and CHP.

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.


Please Note: This event is being conducted entirely online. All attendees will connect and attend from their computer, one connection per purchase. For details please see our FAQ

If you are unable to attend at the scheduled date and time, we make recordings available to all registrants for three business days after the event

Event Standard RateAttendees
Single Connection - Advanced Integrated Resource (IRP) PlanningUS $ 1295.00
Pack of 5 connectionsUS $ 5,180.00
Pack of 10 ConnectionsUS $ 9,065.00
Pack of 20 ConnectionsUS $ 15,540.00
Call us at 303.770.8800 if you have any specific questions on the volume discounts
* all other discounts do not apply to license packs

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Cancellation Policy

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 July 23, 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

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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 1.3 CEUs for this event.

Requirements for Successful Completion of Program

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

Instructional Methods

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

Who Should Attend

  • Integrated resource planning
  • Resource adequacy planning
  • Strategic and long-range planning
  • Forecasting and analysis
  • Generation and load planning
  • Transmission planning
  • Distribution planning
  • Energy efficiency planning
  • Demand response planning
  • Reliability planning
  • 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
  • EV advocates
  • Cybersecurity
  • IT, IoT, TO groups
  • Data Management Systems Groups (EMS, DERMS, IDMS, ADMS, etc.)
  • Supply Chain

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