Integrated Resource Planning (Oct 29-30)

An integrated resource plan (IRP) isn’t just a plan; it’s an involved process with multiple evaluation criteria that helps to determine both short and long-term load growth. Through a broad analysis of supply-side and customer service options, an integrated resource plan comes into fruition. IRP professionals gather for peer support of this process, and to better understand the challenges facing electric and natural gas providers in Western North America. Designed as a mix of interactive roundtable discussions and information-rich presentations, forum participants address topics such as resource management, data analysis and modeling, and stakeholder engagement.

General Details

  • Program Chair(s)
  • Shauna Jensen, Portland General Electric

    • Program Location
    • AC Hotel Portland Downtown
    • 888 SW 3rd Ave
      Portland, OR 97204
    • Who Should Attend
    • Directors, senior leaders and key organizational contributors who manage the aspects and objectives of their utility’s integrated resource plan are invited to attend. Service companies and special interests should contact WEI about involvement.

  • Registration Options
  • Member: $399 USD

    Registration price increase $50 after September 28, 2018. Registration includes materials, lunch and dinner on Monday, breakfast on Tuesday, and refreshments throughout the program. Guest tickets are available for $100 and allow a personal guest (a spouse or partner who does not work in the energy industry) to accompany a registered attendee at the event. Guest registration includes all meals and receptions, and all program materials.

  • General Cancellation Policy
  • Due to contractual obligations, cancellations received 15 business days prior to the program will receive a full refund. Cancellations received 6 to 14 business days prior to the event will receive a refund, less a $100 administrative fee. No shows and last minute cancellations, 5 business days prior to the event or less, will be responsible for the full registration fee. Substitutions from your organization for the same event are always welcome.
  • Participation Policy
  • Western Energy Institute programs and events are open to energy companies (including gas production and electric generation, gas and electric transmission and gas and electric distribution utilities). Select programs and events are open to energy industry product and service suppliers. Programs and events are closed to all media representatives and to the general public.
  • For more information contact Joshua Baker, Program Manager at (971) 255-4970.


Monday, October 29, 2018

12:00 PM - 1:00 PM

Registration + Lunch

1:00 PM - 2:30 PM

Welcome + Introductions
Facilitator(s): Shauna Jensen, Analyst, Portland General Electric

Brief roundtable introducing all attendees and sharing the highest priority issues faced by companies.

2:30 PM - 2:45 PM


2:45 PM - 3:45 PM

Strategic Planning, IRPs, and Creating Cross Functional Teams Roundtable
Speaker(s): Franco Albi, Manager, Strategic Integration & Planning, Portland General Electric

In this roundtable discussion, utilities will share their approach tying IRPs and strategic plans and best practices for the future of IRP organizational design. Questions we will address include:

  • Do you separate strategic plans from their IRP?
  • What are value pros/cons in combining them?
  • What are the differences between your IRP as a regulatory document and your board/company strategic plan?
  • How is your process adjusting to changing regulation/legislation?
  • What strategic questions do you put into an IRP? From an organizational point of view, how is your utility managing cross-functional planning? (integrating transmission, distribution, conservation, generation, both gas and electric business units, IRP, strategic planning)

3:45 PM - 4:00 PM


4:00 PM - 5:15 PM

Distribution System Planning and IRPs
Speaker(s): Rich Maggiani, Jeremy Twitchell, Energy Research Analyst, Pacific Northwest National Laboratory

Our presenter will share insights and research on evolving planning practices. They will specifically address how utilities are starting to incorporate distribution system resources into their IRPs and planning processes.

5:30 PM - 8:00 PM

WEI Hosted Dinner at Jackrabbit

830 SW 6th Ave
Portland OR 97204

Tuesday, October 30, 2018

7:30 AM - 8:00 AM


8:00 AM - 8:45 AM

Morning Roundtable

We’ll start the morning with a short roundtable, giving us the opportunity to revisit topics discussed the previous day and bring up new issues that attendees would like to get feedback on.

8:45 AM - 9:00 AM


9:00 AM - 10:00AM

Addressing Load Uncertainty and Maintaining Optionality
Speaker(s): Jay Lim, Supervisor, Integrated Resource Planning, Los Angeles Department of Water & Power

Join us for a conversation on how different utilities are addressing uncertainty in their plans. We will share the challenges and approaches that utilities take in forecasting their load and maintaining optionality in their portfolio. We plan to discuss what optionality do utilities consider when it comes to a decision related to adding a transmission line to a load center and what prioritization framework is used for comparing non-wire alternatives to wires.

10:00 AM - 10:15 AM


10:15 AM - 11:15 AM

GHG Modeling
Speaker(s): Stephen Torres, Senior Advisor, Southern California Edison

Southern California Edison will present how they are using GHG modeling to develop targets for the electric sector to meet their decarbonization strategic goals. They will share what goes into an economy-wide GHG model, how it integrates with Integrated Resource Planning, and how they see the model shaping plans and policy moving forward.

11:15 AM - 12:00 PM

Wrap Up

Ask any remaining questions that were not yet discussed and benefit from the wealth of knowledge and experience of the group. Provide input about what content should be part of future WEI IRP programs.

Hotel + Travel

  • Reservation Instructions
  • Please contact the hotel directly at (503) 223-2100 to reserve your room. Identify yourself as being with Western Energy Institute to receive a special rate of $149 USD/night. This rate is guaranteed until September 28, 2018 or until the WEI room block is full.

Meet The Speakers

Stephen Torres

Southern California Edison

Senior Advisor

Jay Lim

Los Angeles Department of Water & Power

Supervisor, Integrated Resource Planning

Shauna Jensen

Portland General Electric


Franco Albi

Portland General Electric

Manager, Strategic Integration & Planning

Jeremy Twitchell

Pacific Northwest National Laboratory

Energy Research Analyst