Topic:"Grid Modernization" in M12663

REDACTED 40 focused on AMI, with limited experience in control centre operations and NERC CIP 41 requirements. Please refer to Attachment 2 for the proposal evaluation spreadsheet. 42 43 (c) Refer to Attachment 3 and Attachment 4 for copie...

AI summary The document includes references to attachments related to AMI, control centre operations, NERC CIP requirements, contract, SOW, and a response to NSEB IR-06. The filing date is March 10, 2026, and the entity involved is the Nova Scotia Independent Energy System Operator.

Phase 2: Transition Plan and IT, OT & Cybersecurity Roadmap Prepared for IESO Nova Scotia 1791 Barrington St, Suite 1010 Halifax, NS B3J 3Y8 January 27, 2026 IBM Confidential Information

AI summary Phase 2 of the Nova Scotia regulatory proceeding outlines a transition plan and IT, OT, and cybersecurity roadmap for IESO Nova Scotia, focusing on energy system operations and security measures.

4.4 Strategic Options Development and Evaluation IBM will define and evaluate feasible strategic options for how IESO Nova Scotia will independently deliver dispatching and control functions. This activity is composed of the following task...

AI summary IBM is tasked with developing and evaluating strategic delivery options for IESO Nova Scotia to independently manage dispatching and control functions. Options include transfer, shared-service, hybrid, build, or buy models, evaluated across cost, cybersecurity, compliance, and scalability. IBM has completed initial documentation and scenario consolidation.

2.2.1. Stage II - Define Control Center and Operational Strategy Purpose: Build and evaluate a set of 4–5 strategic options for how IESO Nova Scotia can deliver dispatch and control functions independently while maintaining system reliabil...

AI summary This section outlines Stage II of the process, which involves defining the control center and operational strategy for IESO Nova Scotia. The purpose is to develop and evaluate strategic options for delivering dispatch and control functions independently while ensuring system reliability and cost efficiency.

As the transition process defines the split responsibilities between IESO NS and NSP, common and shared responsibilities will be considered as well. For shared responsibilities, we envision: - Connection process: IESO remains with operatio...

AI summary The document outlines the transition process and shared responsibilities between IESO NS and NSP, focusing on areas such as connection processes, emergency response, reliability, regulatory reporting, data exchange, cybersecurity, hybrid models, and inter-regional collaboration.

2.3. Stage III – Transition Plan and IT/OT/Cybersecurity Roadmap Purpose: Translate the selected strategy into a detailed, implementable transition plan and integrated technology roadmap that ensures reliable, secure, and compliant operati...

AI summary This section outlines Stage III of the transition plan, focusing on developing a detailed and implementable roadmap for IT/OT/cybersecurity. Key activities include initial analysis by IBM/Quanta, workshops for feedback, and executive playback sessions to ensure proper enablement of the transition.

NON-CONFIDENTIAL 1 Request IR - 19 2 Reference: Exhibit B-3 (page 33, lines 9-12) 3 IESO Nova Scotia states that "As there remains considerable work to be done to build out the 4 Phase II transition roadmap, there may be additional costs t...

AI summary IESO Nova Scotia indicates that additional capital requirements may be needed for Phase II implementation, particularly for technology and infrastructure related to transferring real-time dispatch operations from NS Power to IESO Nova Scotia. These costs include control room facilities, dispatch systems, cybersecurity, and communications.

(a) The following table provides a line-inventory of the software, all of which are required to complete IESO-NS' accountabilities under Phase I of the transition: Product Name Function SW Cost Term/Renewal Services Scope PLEXOS Resource P...

AI summary The text lists software required for IESO-NS' accountabilities during Phase I of the transition, including PLEXOS for resource planning and PSSE for transmission planning studies, both with 3-year subscription terms.

PARTIALLY CONFIDENTIAL PSCAD Grid Modeling for EMT effects One-time purchase plus annual SW support Grid Planning Aspen OneLiner Short Circuit and Relay Coordination One-time purchase plus annual SW support Grid Planning Subtotal $792,130...

AI summary The text presents a table outlining software purchases and subscriptions related to grid modeling, short circuit analysis, and office productivity tools, with associated costs and categories. It includes items such as PSCAD and Aspen OneLiner, along with their costs and classifications under Grid Planning and General Admin.

Response IR - 25 (a) Consistent with past IRP processes, it is expected that consulting support will be required during the IRP. To date, IESO Nova Scotia has committed to one consulting engagement, the Effective Load Carrying Capacity (EL...

AI summary The response outlines consulting support needs for the IRP process, noting an existing ELCC study funded by IESO Nova Scotia and NS Power. Additional consulting will depend on IRP recommendations and stakeholder input during initial stages. The contract for the ELCC study extends into 2026/2027.

NON-CONFIDENTIAL 1 Request IR - 9 2 Reference: Application page 22, "Capacity Contract: This amount includes the cost of managing 3 an anticipated agreement for additional capacity through 2026/2027, including participating as an 4 IESO No...

AI summary IESO Nova Scotia is responding to information requests from Port Hawkesbury Paper LP regarding capacity contract management and IT software licenses. The responses explain that contract resources will initially manage capacity activities and detail the use of specific software tools like PLEXOS and PSSE for resource planning and grid analysis.

Profile Senior energy-sector leader with over 23 years of experience shaping and delivering mission-critical transformation for Independent System Operators and regulated utilities across North America. Deep expertise in control centre str...

AI summary Profile of a senior energy-sector leader with 23 years of experience in system operators and utilities, specializing in control centre strategy, EMS/SCADA modernization, and market systems transformation. Recognized for leading large-scale initiatives for ISOs and utilities, with expertise in grid modernization and system reliability.

Key skills - Independent System Operator transformation - Control centre design, modernization and operating model definition - Real-time dispatch & EMS/SCADA modernization - Market systems and reliability operations transformation - Opera...

AI summary The document outlines key skills related to energy system transformation, including control centre modernization, real-time dispatch systems, market operations, grid modernization, and regulatory governance. It emphasizes leadership in large-scale energy program implementation.

Memberships - Directed system engineering for market and regulatory rule changes including Supply Surplus, Dispatchable Interties and Transmission Constraint Management related rule changes. - Delivered integration strategies consolidating...

AI summary The text outlines system engineering efforts for market and regulatory rule changes, including Supply Surplus and Transmission Constraint Management, and integration strategies consolidating 40+ systems into a resilient architecture for real-time ISO operations.

Associate Partner, Energy, Environment & Utilities IBM, Canada Mar 2021 – Present Serve as executive leader for mission-critical modernization programs across Canadian utilities, focusing on operational systems transformation, integrated o...

AI summary An executive leader at IBM Canada (2021–present) drove modernization programs for Canadian utilities, focusing on operational systems transformation, integrated operations centres, and ISO-aligned infrastructure. Key contributions include delivering a Control Centre blueprint, advancing real-time dispatch initiatives, and advising on grid modernization strategies.

Industry Expertise Energy, Environment and Utilities overall power system from generation, transmission, 4000 km HVDC link and up to interconnection with the UKNG.

AI summary The document discusses the power system infrastructure, including generation, transmission, a 4000 km HVDC link, and interconnection with UKNG. It highlights the integration of HVDC technology for long-distance power transmission and potential cross-border energy links.

RAFAEL GRANJA Senior Director Rafael Granja, Senior Director, has 35 years of experience as an international expert working at the intersection of emergent technologies, supporting energy delivery system operations, transmission and distri...

AI summary Rafael Granja, a Senior Director with 35 years of experience, specializes in energy delivery systems, grid automation, and regulatory affairs. He has led grid modernization initiatives, deployed technologies like EMS and ADMS, and supported international projects, including AEMO's energy market redesign and USTDA grid modernization efforts.

AREAS OF EXPERTISE - Grid infrastructure modernization, enabling new field technologies and operational capabilities leveraging ADMS, EMS, GMS and DERMS functionality - Market development and renewable energy integration - Integrating rene...

AI summary The document outlines expertise in grid modernization, renewable energy integration, real-time data analytics using RTS and IoT, and software tools like CymDist and Synergi. It also highlights international collaboration with USTDA on grid edge technologies.

AREAS OF EXPERTISE - Grid reliability and resilience, planning, operation, and engineering - Generation planning and resource adequacy - Power market fundamentals and market design - ISO tariff, public policy, and reliability compliances -...

AI summary The document outlines expertise areas in grid reliability, generation planning, power market design, DER integration, and regulatory testimony. Key focus includes ISO tariffs, renewable energy valuation, and market reforms. No specific claims, entities, or citations are directly mentioned in the text.

AREAS OF EXPERTISE - Voice communications - Data communications - Cybersecurity - Physical security - Compliance CIP, NEI, and 693 - Grid infrastructure communications modernization and enabling new field technologies and operational capab...

AI summary The document outlines expertise in voice and data communications, cybersecurity, physical security, and compliance with CIP, NEI, and 693 standards. It highlights modernization of grid infrastructure using ADMS, EMS, GMS, and DERMS, along with cybersecurity tools like Nessus and Tripwire.

MUHIDIN (DINO) LELIC, PHD Executive Advisor Dino Lelic, PhD, Executive Advisor, Director of Applied R&D, has over 40 years of academic and industrial experience. During that time, he held various academic, technical, and management positio...

AI summary Dino Lelic, PhD, an Executive Advisor with 40 years of experience, specializes in energy management systems, optical communications, and real-time voltage management. He led DOE-funded projects for NYISO and ComEd, focusing on smart grid initiatives, microgrids, and DERMS. His work includes developing IP strategies and managing hybrid state estimation projects.

AREAS OF EXPERTISE - Smart grid, wide-area monitoring and control, synchrophasor system applications - Microgrids, integration of distributed energy resources (DERs), transportation electrification - Voltage stability analysis and manageme...

AI summary The areas of expertise include smart grid technologies, microgrids, voltage stability, energy management systems (EMS, ADMS, DERMS), and project management. These focus on grid modernization, DER integration, and system optimization.

19 5.3.6 Capital requirements - 20 Given that there remains considerable work to be done to build out the Phase II transition roadmap, IESO Nova 21 Scotia stated that there may be additional costs that have not been anticipated. Specifical...

AI summary IESO Nova Scotia anticipates unanticipated capital requirements for Phase II transition, including control room facilities, dispatch systems, and cybersecurity infrastructure. These costs depend on ongoing third-party planning and have not yet been quantified due to incomplete technical designs. Final estimates will be submitted to the Nova Scotia Energy Board for approval.

Under the authority of Nova Scotia's More Access to Energy Act (2024) (hereafter called 'the Act'), the newly established IESO Nova Scotia is charged with assuming key system-operator functions currently held by Nova Scotia Power (NSP). Tr...

AI summary The IESO Nova Scotia is transitioning key system-operator functions from Nova Scotia Power (NSP) in two phases. Phase 1, Transmission Planning & Procurement, is set for Winter 2025/26, and Phase 2, Dispatching & Control, is targeted for Spring 2027. The IESO is seeking proposals for Phase 2 transition planning, including IT/OT/Cyber security roadmaps and implementation plans to ensure system reliability and regulatory compliance.

Executive Summary The North American grid is a complex machine that has evolved over many decades; it integrates a network of generation, transmission, and distribution systems across vast geographic areas. As a result of the changing reso...

AI summary The North American grid is a complex system that requires a strong, flexible, and resilient transmission network to meet customer demand, especially with changing resource mixes and extreme weather. Canadian systems are vital to the North American bulk power system, and NERC's analysis supports the reinforcement and expansion of inter-regional transmission to ensure reliability, aligning with Canada's Clean Electricity Strategy.

In Scope - A common modeling approach to study the North American grid independently and transparently - Evaluation of the impact of extreme weather events on hourly energy adequacy using the calculated current transfer capability and 10-y...

AI summary The scope includes modeling the North American grid, evaluating impacts of extreme weather on energy adequacy, identifying transfer capability to address energy deficits, and consulting with industry, with reliability as the sole focus.

How to Use this Report This report can be used for envisioning and planning the future of a more resilient and reliable grid. While the Canadian Analysis offers valuable insights to explore reliability under extreme conditions, its finding...

AI summary This report outlines how the Canadian Analysis can be used to plan for a more resilient and reliable grid, emphasizing the need for collaboration between stakeholders, alignment with policies, and engagement with findings from the ITCS report to address potential vulnerabilities.

While this study represents a pioneering and comprehensive effort to evaluate transfer capability into and within Canada and its impact on energy adequacy, it also had limitations. These factors highlight the need for additional work to bu...

AI summary This study evaluates transfer capability within Canada and its impact on energy adequacy but acknowledges limitations. It outlines future work areas, including exploring resource mixes, expanding weather datasets, and evaluating stability during extreme weather events.

NOVA SCOTIA ENERGY BOARD IN THE MATTER OF: The More Access to Energy Act , SNS 2024, c 2, Sch B - and – IN THE MATTER OF: AN APPLICATION by the NOVA SCOTIA INDEPENDENT ENERGY SYSTEM OPERATOR for approval of its proposed expenditure and rev...

AI summary The Nova Scotia Energy Board is considering an application by the Nova Scotia Independent Energy System Operator for approval of its expenditure and revenue requirement for the test year ending March 31, 2027, under the More Access to Energy Act, SNS 2024, c 2.

IN THE MATTER of the MORE ACCESS TO ENERGY ACT - and - IN THE MATTER OF AN APPLICATION by the NOVA SCOTIA INDEPENDENT ENERGY SYSTEM OPERATOR for approval of its proposed expenditure and revenue requirement for the test year ending March 31...

AI summary The Nova Scotia Independent Energy System Operator (NSIESO) seeks regulatory approval for its proposed expenditure and revenue requirements for the test year ending March 31, 2027, under the More Access to Energy Act. The proceeding addresses financial planning and regulatory oversight of energy system operations in Nova Scotia.

11 Request IR-5: 12 Reference: OIC 2025-210, July 15, 2025. The Governor in Council on the report and recommendation of the Minister of Finance and Treasury Board and the Minister of Energy dated July 7, 2025, and pursuant to Section 27 of...

AI summary The document references an authorization for the Minister of Finance and Treasury Board to guarantee a $170 million USD obligation in favor of the Royal Bank of Canada for the Nova Scotia Independent Energy System Operator (IESO-NS). It also requests clarification on whether the guarantee was executed and if IESO-NS sought financing from RBC despite the provincial guarantee.

NOVA SCOTIA ENERGY BOARD IN THE MATTER OF: THE MORE ACCESS TO ENERGY ACT - and - IN THE MATTER OF: IN THE MATTER OF AN APPLICATION by the NOVA SCOTIA INDEPENDENT ENERGY SYSTEM OPERATOR for approval of its proposed expenditure and revenue r...

AI summary The Nova Scotia Energy Board is handling a proceeding under the More Access to Energy Act, involving an application by the Nova Scotia Independent Energy System Operator (IESO Nova Scotia) for approval of its expenditure and revenue requirement for the test year ending March 31, 2027. Doane Grant Thornton LLP has been requested to provide non-confidential information by March 10, 2026, with Angie Brown as the contact person.

INTERNATIONAL REPORTING INC. CERTIFIED COURT REPORTERS 1 we have been through a thorough process on the 2 cybersecurity role and going back to market. On the 3 operational oversight, the VP of System Planning and Grid 4 Integration, I am p...

AI summary The discussion outlines the hiring process for key roles in operational oversight and market operations, including the VP of System Planning and Grid Integration, and the ongoing interviews for the Director of Operational Policy and Market Operations.