Skip to Content

ISOP Reference Information Portal

The purpose of this Reference Information Portal is to provide a central location to share stakeholder engagement meeting information, materials and relevant reference information that has been helpful in developing the ISOP vision.

ISOP is a planning framework that optimizes capacity and energy resource investments across generation, transmission, customer delivery (distribution) and customer solutions. Duke Energy has established a stakeholder engagement process to inform the development of ISOP modeling tools and analytical processes, reach a common understanding of key issues and assess achievable, beneficial outcomes for our customers and other stakeholders through information sharing and constructive discussions. Recognizing the complexity of planning processes, we believe the stakeholder process will be most effective if it is interactive and collaborative. We ask that stakeholders approach the process with the same intention and provide constructive questions and suggestions to help us further understand specific stakeholder use cases for ISOP-related outputs.

The ISOP development effort and this stakeholder process are initially focused on the Carolinas due to the relatively high concentration of Distributed Energy Resources (DERs) in this area. Our timeline is focused on implementing the basic elements of ISOP in the 2022 Integrated Resource Plans (IRPs) for Duke Energy Carolinas (DEC) and Duke Energy Progress (DEP). ISOP processes will be extended to our other jurisdictions as quickly as practical, tailored to the specific needs of each area.

Contact Us

ISOP Meetings & Materials

Virtual Forum 3 (July 27, 2021)

On July 27, 2021, Duke Energy hosted a virtual forum to provide stakeholders with updates on ISOP-related activities and progress. The four-hour forum was opened by Senior Vice President of Enterprise Strategy & Planning, Swati Daji, who welcomed stakeholders and shared the importance of ISOP in enhancing planning tools and processes across generation, transmission and distribution planning disciplines. In addition to providing background on prior ISOP events, Duke Energy provided an overview of ISOP, including a review of ISOP-related details in recent North Carolina Utility Commission Orders and expected ISOP elements in the 2022 Integrated Resource Plan (IRP). Several subject matter experts provided development updates on Morecast and ADP rollouts, ISOP data systems development, storage screening and battery use case and controls development. Duke Energy also touched on customer programs and updates on the Winter Peaking Study, NREL Carbon Free Resource Integration Study, ISOP and GIP framework and planning for EV fleet impacts. The final agenda item was presented by ICF on Duke Energy’s Carolinas Transmission and Distribution Climate Risk and Resilience study, which included a call for technically oriented volunteers to participate in a Technical Working Group.

Virtual Forum 2 (Aug. 21, 2020)

The second ISOP Stakeholder event hosted by ICF was originally planned as an in-person meeting, but was deferred to August 21, 2020, due to pandemic safety concerns, and ultimately was converted to a virtual format. In this Forum we heard directly from stakeholders on their potential use cases for planning information and data, provided an update on the Winter Peaking Study discussed during the IRP Forums, and also provided an update on ISOP development work to date. ICF will be preparing a final, public facing summary report which will conclude ICF's formal support of our ISOP a stakeholder engagement process. 

Forum 2 Recordings of Stakeholder, ICF and Duke Presentations

Speaker Topic
Cari Boyce, Duke Energy Opening Comments & Review of ISOP Objectives
Elizabeth Bennett, Duke Energy Recap of Preview ISOP Sessions
Jake Berlin, ICF Use Case Introduction of Stakeholder Use Case Presentations
Steve Frank, Corning
Ron DiFelice, Southern Current Presentation
Bruce Wood, Sunstore Solar Presentation
Troy Cherry, Varentec Presentation
Dale Murdock, ICF Leveraging Locational Value: A National Perspective
Tom Hines, TR Consulting Winter Peaking Study
Mark Oliver, Duke Energy Update on ISOP: Processes, Tools and Timeline
Elizabeth Bennett, Duke Energy Wrap Up

Virtual Forum 2 Agenda and Presentation Documents

Virtual Forum 2 Questions and Answers

ICF Duke Energy ISOP Final Report


Webinar 2 (March 3, 2020)

Webinar 2 Presentation Document

This webinar was an extension of the topics covered in Webinar 1, and covered several additional examples of ISOP work under development. The topics included a review of the Distribution Screening Process under development, and also a review of a Distributed Generation Guidance Map concept.

Webinar 1 (Jan. 30, 2020)

Webinar 1 Presentation Document
This webinar covered several examples of ISOP work under development. The topics included an explanation of how Non-Traditional Solutions can be evaluated against traditional distribution or transmission upgrade projects, and also an overview of a transmission screening process to aid in the evaluation of planned transmission upgrade projects for potential deferral with Non-Traditional Solutions.

Workshop 1 (Dec. 10, 2019)

Other Reference Resources

Portfolio Screen Tool (Works best in the Chrome browser)

Duke Energy References

Duke Energy Responses to NCUC Questions filed 8/21/2019 
This document is the Duke Energy Carolinas and Duke Energy Progress response to the North Carolina Utility Commission's July 23, 2019 "Order Scheduling Technical Conference and Requiring Responses to Commission Questions". The response covers a range of questions regarding key issues, tools, capabilities, timelines and reporting related to Duke Energy's Integrated Systems and Operation Planning (ISOP) initiative.


Duke Energy August 28th NCUC Technical Conference Presentation 
This presentation discusses many of the underlying drivers behind the initiation of Duke Energy's ISOP effort along with a high-level description of what ISOP entails. Additional slides present a summary of the anticipated ISOP process flow along with comparing/contrasting the ISOP process to current generation, transmission and distributions planning processes.


2019 Duke Energy Carolinas IRP (See pp. 48-50 for ISOP related information)  This document is the official public version of the 2019 Duke Energy Carolinas Integrated Resource Plan (IRP). Pages 48-50 discuss details of the ISOP effort with a focus on development and procurement of tools and processes necessary to realize the goal of evolving the Company's planning processes. These improved planning processes will enable the Company to accommodate changes to the energy resource mix which are occurring today and are expected to accelerate in the coming years.


Other References

Electric Power Research Institute: Understanding Key Challenges to Conducting Integrated Energy Network Planning
This document is a summary of key findings and implications from a recent Electric Power Research Institute (EPRI) initiative that identified ten complex, large-scale challenges electric power system planners and regulators are beginning to confront today, and which are expected to become more pressing and widespread in the future.

Brattle: The National Potential for Load Flexibility

This presentation provides an assessment of the value and market potential of load flexibility opportunities in the U.S. focusing on current and future demand response programs and technologies. Improved assessment of load flexibility opportunities can reduce system costs, facilitate grid modernization, and provide environmental benefits.

Lawrence Berkeley National Laboratory (LBNL): Drivers of the Resource Adequacy Contribution of Solar and Storage for Florida Municipal Utilities

Solar's variable generation limits its contribution to reliably meeting peak demand, or its resource adequacy contribution. Energy storage paired with solar can significantly increase a solar site’s resource adequacy contribution, but the amount depends heavily on the configuration of the system. This paper discusses methods for exploring the primary drivers of resource adequacy contribution estimates for solar and storage based on a case study in Florida where demand peaks in winter, similar to Duke Energy’s system in the Carolinas.

Assessment of Solar + Storage for Resource Adequacy and Ramp Control
This presentation further discusses resource adequacy contribution of various configurations of solar + storage. Additionally, this presentation explores how storage paired with solar can mitigate ramping issues where solar generation increases or decreases rapidly, potentially affecting power system stability or local voltage levels.


UNC Kenan Institute: Measuring Renewable Energy as Baseload Power
This study analyzes the full economic cost of employing renewable energy resources to provide reliable baseload power. The analysis utilizes five financial and energy models to examine the cost of replacing traditional baseload power resources with various energy sources in order to achieve fully decarbonized utility scale electricity generation. 


NREL: The Potential for Battery Energy Storage to Provide Peaking Capacity in the United States
This National Renewable Energy Laboratory (NREL) document discusses the ability of energy storage to serve as peaking capacity in lieu of traditional combustion turbines.  Topics explored include storage duration required, depth of the market and how the level of renewable penetration on the grid impacts the effectiveness of energy storage as a peaker replacement.

NREL: Carbon-Free Resource Integration Study
This report covers the results of a preliminary analysis conducted by the NREL with assistance from Duke Energy. This analysis focuses on the addition of increasing amounts of solar power along with understanding how the integration of variable generation sources, especially at high penetration levels, comes with potential challenges to reliable power system operations.
Integrated GT&D Planning – The Evolution of Planning to Address the Growth of DER
This whitepaper provides an overview of key drivers and industry trends underlying the need for legacy utility planning processes to evolve toward integrated generation, transmission and distribution (GT&D) planning. Additionally, this paper explores key elements required to conduct integrated planning including new load and Distributed Energy Resource (DER) forecasting tools, advanced data management capabilities and automated and iterative analytical processes enabling the optimization and alignment of investment decisions across the GT&D domains.