Authority: IC 8-1-1-3; IC 8-1-8.5-3

Affected: IC 5-14-3; IC 8-1-1-8; IC 8-1-8.5; IC 8-1.5

Sec. 2. (a) The following utilities, or their successors in interest, shall submit to the commission an IRP consistent with this rule according to the following schedule:

1. (1) By November 1, 2017, and every three (3) years thereafter:

   1. (A) Indiana Municipal Power Agency;
   2. (B) Hoosier Energy Rural Electric Cooperative; and
   3. (C) Wabash Valley Power Association.

2. (2) By November 1, 2018, and every three (3) years thereafter:

   1. (A) Duke Energy Indiana; and
   2. (B) Indiana Michigan Power Company.

3. (3) By November 1, 2019, and every three (3) years thereafter:

   1. (A) Indianapolis Power & Light Company;
   2. (B) Northern Indiana Public Service Company; and
   3. (C) Southern Indiana Gas and Electric Company.

(b) Upon request of a utility, the director may grant an extension of a submission deadline, for good cause shown.

(c) On or before the applicable date, a utility subject to subsection (a) or (b) must submit electronically to the director or through an electronic filing system if requested by the director, the following documents:

1. (1) The IRP.

2. (2) A technical appendix containing supporting documentation sufficient to allow an interested party to evaluate the data and assumptions in the IRP. The technical appendix shall include at least the following:

   1. (A) The utility's energy and demand forecasts and input data used to develop the forecasts.
   2. (B) The characteristics and costs per unit of resources examined in the IRP.
   3. (C) Input and output files from capacity planning models, in electronic format.
   4. (D) For each portfolio, the electronic files for the calculation of the revenue requirement if not provided as an output file.
3. If a utility does not provide the above information, it shall include a statement in the technical appendix specifying the nature of the information it is omitting and the reason necessitating its omission. The utility may request confidential treatment of the technical appendix under section 2.1 of this rule.

4. (3) An IRP summary that communicates core IRP concepts and results to nontechnical audiences in a simplified format using visual elements where appropriate. The IRP summary shall include, but is not limited to, the following:

   1. (A) A brief description of the utility's:

      1. (i) existing resources;
      2. (ii) preferred resource portfolio;
      3. (iii) key factors influencing the preferred resource portfolio;
      4. (iv) short term action plan;
      5. (v) public advisory process; and
      6. (vi) additional details requested by the director.
   2. (B) A simplified discussion of the utility's resource types and load characteristics.
5. The utility shall make the IRP summary readily accessible on its website.

(d) Contemporaneously with the submission of an IRP under this section, a utility shall provide to the director the following information:

1. (1) The name and address of known individuals or entities considered by the utility to be interested parties.

2. (2) A statement that the utility has sent known interested parties, electronically or by deposit in the United States mail, first class postage prepaid, a notice of the utility's submission of the IRP to the commission. The notice must include the following information:

   1. (A) A general description of the subject matter of the submitted IRP.
   2. (B) A statement that the commission invites interested parties to submit written comments on the utility's IRP within ninety (90) days of the IRP submittal. An interested party includes a business, organization, or particular customer that participated in the utility's previous public advisory process or submitted comments on the utility's previous IRP.
3. A utility is not required to separately notify other customers.
4. (3) A statement that the utility served a copy of the documents submitted under subsection (c) on the OUCC.

(Indiana Utility Regulatory Commission; 170 IAC 4-7-2; filed Aug 31, 1995, 9:00 a.m.: 19 IR 18; readopted filed Jul 11, 2001, 4:30 p.m.: 24 IR 4233; readopted filed Apr 24, 2007, 8:21 a.m.: 20070509-IR-170070147RFA; errata filed Jul 21, 2009, 1:33 p.m.: 20090819-IR-170090571ACA; readopted filed Aug 2, 2013, 2:16 p.m.: 20130828-IR-170130227RFA; filed Dec 5, 2018, 11:49 a.m.: 20190102-IR-170180127FRA; readopted filed Apr 11, 2019, 9:04 a.m.: 20190508-IR-170190136RFA; readopted filed Sep 12, 2025, 11:43 a.m.: 20251001-IR-170240381RFA)