Electric Utilities · Research · Financial Modeling

Research and financial modeling for utility investment decisions.

Planmetrix Advisory helps electric utilities investigate complex issues, compare investment alternatives, and understand financial tradeoffs. We combine industry research, economic analysis, and decision modeling to support infrastructure planning, reliability, and resilience.

From Research to Practical Decisions

A specialist consultancy with 25+ years of experience across utility research, financial analysis, and technology delivery. We develop models and software and lead projects that put findings into practice.

4
Core Practice Areas
25+
Years Industry Experience
50+
Research Reports & Analyses
Who We Serve
Investor-Owned Utilities Transmission & Distribution Teams Commercial Banks and Credit Teams Utility Research & Industry Consortia

What We Do

Research, modeling, and implementation expertise

Engage us to answer a research question, evaluate an investment, or develop an analytical tool. Our primary focus is electric utilities, with additional experience in commercial credit software, financial analysis, and learning platforms for financial services organizations.

Utility Research & Analysis

Establish the evidence needed for planning and investment decisions. We investigate distribution reliability and resilience, undergrounding, storm hardening, asset management, and emerging technologies. Literature reviews, utility practice comparisons, and statistical analyses clarify the available approaches, their limitations, and their practical implications.

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Financial & Decision Modeling

Translate research and data into clear comparisons of costs, risks, and investment priorities. We develop configurable decision models, lifecycle cost analyses, and scenario comparisons for reliability and resilience planning. Our work includes circuit-level investment ranking, FERC capital and O&M analysis, and the financial implications of major storms.

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Custom Software Development

Turn analytical methods and business requirements into applications clients can use. Our experience includes decision support tools, survey and analytics platforms, utility knowledge management systems, research portals, and learning applications. We connect requirements, application design, and development with the workflows the software needs to support.

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Project & Program Leadership

Move research and technology initiatives from definition through delivery. We lead requirements development, feasibility studies, vendor evaluation, pilot programs, and software implementation. Experience includes utility aerial inspection pilots and learning management systems, with attention to scope, priorities, coordination, and deployment.

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Representative Work

Research and models supporting utility investment

Selected examples show how we connect utility research with economic analysis and decision support. Download the summaries for methods, findings, assumptions, and limitations.

Financial Modeling · Utility Research

Distribution Grid Reliability & Resiliency Investment Model

Developed a configurable Excel decision support tool to compare reliability and resilience improvements across circuits and circuit segments. The model combines risk factors, customer impact, and remediation costs into relative investment rankings, with user-defined weights and budget screening to support planning and engineering review.

Executive summary (PDF) →
Financial Modeling · Utility Research

Underground vs. Overhead FERC Cost Analysis

Analyzed five years of FERC Form 1 data from 99 utilities to compare overhead and underground distribution O&M expense. A lifecycle cost framework examines when lower ongoing maintenance costs may offset higher underground construction costs, providing a screening basis for location-specific investment analysis.

Executive summary (PDF) →
Financial Modeling · Distribution Research

Florida Resiliency Investment Analysis

Examined financial, reliability, and weather records for four Florida investor-owned utilities over 2000–2020. The study investigated the relationship between storm-related outage duration and restoration expense, identifying useful data sources and the limitations of using historical costs to support resilience investment cases.

Executive summary (PDF) →
Distribution Research · Industry

Climate READi Resilience Investment Guide

Prepared guidance for EPRI’s Climate READi initiative on assessing climate risk, screening adaptation options, and prioritizing resilience investment. The framework brings together benefit-cost analysis and multi-criteria evaluation, including customer impacts and benefits that are difficult to monetize.

Policy summary (PDF) →

Research & Publications

Utility research: methods, findings, and planning implications

Explore research on resilience valuation, storm costs, utility efficiency, and asset management. These summaries complement the investment studies above and explain the analytical approaches behind informed planning decisions.

Financial Modeling · Resilience

Resilience Models and Frameworks

A comparative review of resilience tools and utility planning frameworks prepared to inform EPRI’s Climate READi initiative. Examines how hazard assessment, asset vulnerability, outage consequences, and investment prioritization fit together, and where existing tools offer useful components or leave gaps.

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Financial Modeling

Estimating the Costs of Major Storm Events

Reviews approaches to estimating utility restoration costs, customer interruption losses, and wider economic impacts. Explains the role of outage valuation, predictive damage models, and benefit-cost analysis in evaluating hardening investments, including why outage duration and customer type matter.

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Financial Modeling · Regulation

System Utilization Metrics

Synthesizes more than 30 jurisdictions and case studies on utility efficiency and asset utilization. Evaluates the strengths and limitations of load factor, alternative planning metrics, and peer benchmarking methods, with attention to weather, service territory differences, and regulatory incentives.

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Distribution Research · Asset Management

Condition-Based Maintenance Roadmap

An eleven-stage framework for assessing and developing condition-based maintenance programs. Covers asset selection, monitoring, alarm thresholds, staffing, systems integration, work management, and performance review, supported by industry context on diagnostics and the transition toward predictive maintenance.

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Let’s discuss your research or investment question.

Tell us what you need to investigate, compare, or develop. We can help define a research study, build a financial or decision model, develop a custom application, or lead an implementation project. We typically respond within one business day.

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