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Schwartz, Lisa C.

Publications and source records attributed to Schwartz, Lisa C..

Best Practices in Integrated Resource Planning: A guide for planners developing the electricity resource mix of the future

Most states today require regulated electric utilities to file an IRP every 1 to 5 years, and some utilities voluntarily prepare these plans. Planning needs have changed in recent years due to emerging load growth, plant retirements, rising costs, and more extreme weather events – among other factors. In response, Synapse Energy Economics and Lawrence Berkeley National Laboratory produced a joint report, Best Practices in Integrated Resource Planning: A guide for planners developing the electricity resource mix of the future. The guide offers best planning practices for electricity systems undergoing a major transition, but also contains a wealth of practical guidance to develop technically sophisticated, clearer, more effective, and state-of-the-art electric utility resource plans. The guide is for resource planning professionals and stakeholders involved in resource planning processes. This diverse group includes utility personnel tasked with conducting resource planning and making investment decisions, state regulatory commissions that develop planning guidance and oversee the resource planning process, and stakeholders that represent a wide range of interests—utility consumer advocates, environmental groups, industrial customers, local governments, independent power producers, and many other

29 ENERGY PLANNING, POLICY, AND ECONOMY↗

Grid Resilience Plans: State Requirements, Utility Practices, and Utility Plan Template

As of June 2024, 14 states and one city require jurisdictional electric utilities to file resilience plans. Drawing on these requirements and filed plans, this report offers a standard template that states and utilities can consider to improve utility filings for grid resilience plans, either as part of a distribution system plan or as a separate filing. Key elements include a vulnerability assessment, description of proposed resilience programs, and projected costs and rate impacts. While many of these requirements and plans focus on extreme weather hazards, the template also can be used to address additional threats, including cyber and physical attacks and seismic events.

24 POWER TRANSMISSION AND DISTRIBUTION↗

State Energy Offices’ Engagement in Electric Distribution Planning to Meet State Policy Goals

NASEO and Berkeley Lab released a new publication on State Energy Offices’ Engagement in Electric Distribution Planning to Meet State Policy Goals. State and Territory Energy Offices develop plans, programs, policies, and projects that have a substantial impact on electric distribution systems. They also can participate in distribution system planning (DSP) processes to help ensure that utilities – consumer- and investor-owned – meet the state’s future energy needs. This paper recognizes the wide spectrum of roles that State Energy Offices can play in DSP processes, including planning for distributed energy resources and grid modernization. It highlights various examples of non-regulatory activities by State Energy Offices including planning, conducting studies, convening stakeholder processes, and implementing programs that inform and contribute to distribution system planning. It also provides examples of State Energy Offices’ engagement in proceedings before their respective public utility commissions. As State Energy Offices face myriad challenges associated with meeting state policy goals, preparing for anticipated rates of distributed energy resource deployment, addressing concerns regarding grid reliability and resilience, and recommending and making long-term investment decisions, the examples provided through this guide can serve as a resource in navigating those challenges.

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The use of price-based demand response as a resource in electricity system planning

Utilities have conducted IRP for decades to consider both supply- and demand-side resources to meet bulk power system needs. More recently, an increasing number of states are requiring regulated utilities to file plans that identify distribution system needs, including DERs that can avoid or defer certain types of traditional utility investments cost-effectively. Price-based demand response (DR) is an underutilized resource that could substantially contribute to load flexibility. We find that evaluation of price-based DR as a solution to meet identified electricity system needs is uncommon at both planning processes. Where price-based DR is considered as a solution, methodologies are often deficient in the characterization and treatment of this resource. Based on our analysis of utility filings and state requirements, this brief provides recommendations for improving consideration of price-based DR in the context of long-term planning for bulk power and distribution systems.

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Distribution System Evolution

This report outlines a three-stage progression of the distribution system to accommodate increasing levels of distributed energy resources and electrification, including both technical and institutional considerations.

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Duke Energy’s Integrated System and Operations Planning: A comparative analysis of integrated planning practices

Lawrence Berkeley National Laboratory and the National Renewable Energy Laboratory provided technical assistance to the South Carolina Office of Regulatory Staff to examine how Duke Energy’s Integrated System Operations Planning (ISOP) framework interacts with other electricity planning processes in South Carolina. While this report was prepared for the South Carolina ORS, the information contained herein may be useful to audiences in other states who are interested in IDP, including public utility commissions, state energy offices, other state agencies, utilities, and stakeholders. The report discusses how to access the ISOP process diagram created for the report, provides observations about Duke Energy’s ISOP from our interviews and review of publicly available materials; and assesses ISOP, based on best practices for integrated distribution planning.

29 ENERGY PLANNING, POLICY, AND ECONOMY↗