Topic:"Infrastructure Planning" in M12663

NOTICE OF APPLICATION IESO Nova Scotia is a not-for-profit corporation established on October 24, 2024 under the Act and has a statutory mandate that includes, among other aspects, maintaining the adequacy and reliability of the bulk power...

AI summary IESO Nova Scotia submits a 2026/2027 Revenue Requirement Application under the Act, detailing its phased transition from NS Power, including completed Phase I tasks like leadership hiring, IRP process initiation, and stakeholder engagement, with Phase II (real-time dispatch transfer) planned for Q2 2027.

- 1 Scotia has been focused on establishing governance, leadership, financial readiness, and transition - 2 planning. - 3 In May 2025, IESO Nova Scotia retained various consulting services to assist it in ensuring that - 4 set-up and trans...

AI summary IESO Nova Scotia has advanced transition planning since May 2025, including hiring leadership, establishing office space, and collaborating with NS Power and NPCC. Consulting services were reduced as internal hires increased, and 21 roles transitioned to IESO by December 2025. Governance structures and compliance processes are being finalized.

- 20 IESO Nova Scotia's procurement budget is classified into two categories: capital and operating. - 21 The capital projects which involve site development for sale to a successful proponent are expected & lt;sup>15 More Access to Energy...

AI summary IESO Nova Scotia's procurement budget is divided into capital and operating categories. Capital costs are reimbursed by successful proponents and not recovered via revenue requirement. Operating costs include managing competitive procurements, RFPs for additional capacity, and future procurement plans aligned with the Clean Power Plan and IRP.

3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 - 2 Further details regarding the expenses budgeted as part of this cost category are as follows: - Office Lease: These costs are to lease approximately 8,900 square feet of office space at Suite...

AI summary The document outlines the budgeted expenses for IESO Nova Scotia, including office lease costs, IT application software, managed IT services, and other IT costs. It explains the increase in office space costs compared to the 2025/2026 budget and the removal of certain subcategories due to changes in planning and funding.

2 and Technology Cost Category Cost Category 2025/2026 Budget ($) (Millions) 2025/2026 Annualized Expenditures ($) (Millions) (A) 2026/2027 Proposed Budget ($) (Millions) (B) Difference ($) (Millions) (increase)/decrease (A-B) Facilities a...

AI summary The table outlines budget and expenditure figures for various technology and facilities cost categories from 2025/2026 to 2026/2027. It shows differences between proposed budgets and annualized expenditures, highlighting increases and decreases in specific areas.

4 H. Operations (System Planning) 23 - 5 IESO Nova Scotia is budgeting $3.64M in costs as part of the Operations (System Planning) cost - 6 category. These costs represent the portion of NS Power operational costs that will have - 7 transi...

AI summary IESO Nova Scotia is budgeting $3.64M for Operations (System Planning) costs transitioning from NS Power by 2025/2026, with 2026/2027 as the first full fiscal year. Costs include internal labor and consulting fees for integrated resource planning.

1 Table 15: OM&A Costs for the Operations (System Planning) Cost Category Cost Category Ongoing OM&A Budget ($) Operations (System Planning) 3.64M Salaries and Wages for Technical Staff 3.71M Third Party Recoveries (1.07M) Integrated Resou...

AI summary Table 15 outlines the OM&A costs for the Operations (System Planning) cost category, including ongoing budget figures for salaries, technical staff, third-party recoveries, and consulting fees related to integrated resource planning.

2 (System Planning) Cost Category Cost Category 2025/2026 Budget ($) (Millions) 2025/2026 Annualized Expenditures ($) (Millions) (A) 2026/2027 Proposed Budget ($) (Millions) (B) Difference ($) (Millions) (increase)/decrease (A-B) Operation...

AI summary The System Planning Cost Category outlines budget and expenditure figures for 2025/2026 and 2026/2027, showing slight decreases in annualized expenditures for Operations and Salaries/Wages, while Third Party Recoveries remain stable. The table includes categories like Integrated Resource Planning Consulting Fees and notes Phase II Transitional Costs.

Nova Scotia Independent Energy System Operator (IESO Nova Scotia) Responses to Consumer Advocate (CA) Information Requests 1 Request IR - 1 2 Reference: Application, p. 4, lines 9-17 3 Phase II involves the transfer of real-time dispatch o...

AI summary The document discusses Phase II of the transfer of real-time dispatch operations by IESO Nova Scotia, highlighting the complexity of the transition and the need for a third-party consultant to scope and plan the implementation. The current aspirational timeline for Phase II is Q1 2027/2028, but work in early 2026 is required to finalize the plan.

3. Governance IBM and Client will meet as agreed on a regular scheduled basis to review project performance, and to share planning information, and discuss any matters requiring escalation, Service Levels (if applicable), project status, c...

AI summary IBM and the Client will meet regularly to review project performance, share planning information, and discuss matters requiring escalation, service levels, project status, changes, and recommendations as part of governance procedures.

4.1 Project Management An IBM Project Manager will establish a framework for project planning, communications, reporting, procedural and contractual activity, and other activities associated with the Services (including technical activitie...

AI summary An IBM Project Manager will establish a framework for project planning, communications, reporting, procedural and contractual activity, and other technical activities related to the Services.

IBM will: - a. Discuss project objectives, scope, assumptions, and success criteria; - b. Review project governance, roles, and responsibilities; - c. Confirm engagement approach, cadence, and communication protocols; and - d. Develop and...

AI summary IBM outlines steps for a project including discussing objectives, reviewing governance, confirming engagement protocols, and scheduling discovery activities. A kickoff meeting has been conducted.

4.2 Current-State Operational, Technical, and Regulatory Assessment IBM will establish a validated baseline of existing NSP and IESO Nova Scotia operational, technical, cybersecurity, and regulatory states to inform subsequent option analy...

AI summary IBM is conducting a baseline assessment of NSP and IESO Nova Scotia's operational, technical, cybersecurity, and regulatory states. Tasks include reviewing control room operations, IT/OT systems, NERC CIP compliance, emergency frameworks, market rules, legislative obligations, and organizational readiness under the More Access to Energy Act (2024). The analysis identifies capability gaps and transition dependencies.

Client will: - a. Participate in workshops and option validation sessions; and - b. Provide direction on preferred strategic outcomes.

AI summary The client will participate in workshops and option validation sessions, and provide direction on preferred strategic outcomes as part of the regulatory proceeding.

4.6 Transition Planning and Roadmap Development IBM will translate the selected strategy into a detailed, phased transition plan supported by an integrated IT, OT, and cybersecurity roadmap. This activity is composed of the following tasks...

AI summary IBM is developing a multi-year transition plan and integrated IT/OT/cybersecurity roadmap for Nova Scotia's energy system, including tasks like defining control centre architecture aligned with NERC CIP zones, interconnection points, cost models, and procurement artifacts.

Deliverables: Executive Decision Record and Recommended Strategy Document Client will: - a. Review and validate transition milestones and sequencing; and - b. Provide input on regulatory, financial, and organizational constraints.

AI summary The deliverables include an Executive Decision Record and Recommended Strategy Document. The client is tasked with reviewing transition milestones, validating sequencing, and providing input on regulatory, financial, and organizational constraints.

5.1 Client Project Manager Prior to the start of this project, Client will designate a Client Project Manager to whom all communications relative to this project will be addressed and who will have the authority to: - (1) act on behalf of...

AI summary The Client must appoint a Client Project Manager to handle project communications, act on behalf of the Client, interface with IBM, provide timely responses, review deliverables, and resolve issues. The manager's authority includes making decisions and managing project changes.

b. Discovery Kickoff Package\ The Discovery Kickoff Package will document the formal initiation of the engagement and will consist of the following, as applicable: - (1) Project objectives, scope, assumptions, and success criteria; - (2) G...

AI summary The Discovery Kickoff Package outlines procedural elements for project initiation, including objectives, governance, stakeholder engagement, and data requests. IBM is responsible for delivering the package in slide deck and meeting summary formats to the Client's Point of Contact as part of the Project Kickoff activity.

c. Legislative & Regulatory Requirements Summary The Legislative & Regulatory Requirements Summary will consist of the following, as applicable: - (1) Mapping of relevant provisions of the More Access to Energy Act (2024) to ISO operationa...

AI summary The Legislative & Regulatory Requirements Summary includes mapping provisions of the More Access to Energy Act (2024) to ISO operational responsibilities, summarizing NERC CIP and NPCC obligations, and identifying transition planning constraints. IBM will deliver this document in Word format as part of the Current-State Assessment.

o. Procurement Toolkit The Procurement Toolkit will consist of the following, as applicable: - (1) Draft Statements of Work for follow-on procurements; and - (2) Milestone-based payment and delivery structures aligned to the roadmap. IBM w...

AI summary The Procurement Toolkit includes draft statements of work and milestone-based payment structures. IBM will deliver the toolkit in MS Word format to the Client's Point of Contact as part of Transition Planning activities.

The following dependencies need to be met for the project to be completed on schedule Dependency Date to be completed Impact Documents as per the initial data list provided to IBM (see Appendix B) End of Week 0, expected to be January 9, 2...

AI summary The document outlines key project dependencies and their impact on the project timeline, including the need for document submission, review of control centre options, and approval of the Transition Plan and Roadmap.

decisions. This transparency drives competition, reduces balancing costs, and supports regulatory oversight. The systems and data architecture developed in this RFP must embed transparency by design. Technical Capability – As the grid tran...

AI summary The RFP emphasizes transparency, technical capabilities for grid reliability, and cost-effective ISO development. It aligns with Section 9 of the Act, outlining IESO's responsibilities in grid operations, reliability standards, regional coordination, and market facilitation. The focus includes renewable integration, resource planning, and decarbonization goals.

Phase 1 – Transmission Planning and Procurement (Target: December 2025) - - Transfer of transmission planning, resource adequacy, load forecasting, generation interconnection procedures, and procurement functions from NSP to IESO Nova Scot...

AI summary Phase 1 involves transferring transmission planning, resource adequacy, load forecasting, generation interconnection procedures, and procurement functions from NSP to IESO Nova Scotia. It emphasizes establishing governance, staffing, and back-office systems while ensuring independent planning under the Energy Board's oversight.

2.2. Stage I – Discovery and Current State Assessment Purpose: To inform all subsequent recommendations, we will first establish a factual baseline of the current NSP and IESO Nova Scotia operational, technical, and regulatory states, capt...

AI summary This section outlines Stage I of the proceeding, which involves a discovery and current state assessment of NSP and IESO Nova Scotia operations. It aims to establish a factual baseline to inform subsequent recommendations, covering operational, technical, and regulatory states.

Canability Doint of view Linitial accumptions Capability OT / IT system Point of view / initial assumptions Main and Backup Control OT and IT systems Consider full transfer of both centers and their systems into IESO NS with several possib...

AI summary The document outlines considerations for transferring OT and IT systems, including control functions, data acquisition, and market management systems, from NSP to IESO NS, with discussions on ownership, shared responsibilities, and integration strategies.

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.

3.1. Stage I - Discovery and Current-State Assessment Deliverable Form / Format Purpose and Decision Support 1. Discovery Kick-off Package Slide deck and meeting summary Establishes shared understanding of objectives, scope, and governance...

AI summary This section outlines the deliverables for Stage I of the Discovery and Current-State Assessment, including kick-off packages, regulatory summaries, as-is assessments, capability transfer matrices, and gap and risk analyses. These deliverables aim to establish understanding, validate compliance, document current states, and identify gaps and risks.

3.3. Stage III - Transition Plan and IT/OT/Cybersecurity Roadmap Deliverable Form / Format Purpose and Decision Support 10. Future-State Architecture Package Technical diagrams + narrative Depicts the proposed control center architecture,...

AI summary This section outlines the deliverables for Stage III, focusing on the transition plan and IT/OT/cybersecurity roadmap. The deliverables include technical diagrams, detailed plans, reports, and toolkits that support the implementation of the future-state architecture, regulatory compliance, and risk management.

5.Project Management and Resourcing

AI summary The section outlines considerations for project management and resourcing within the regulatory proceeding. Key entities include Nova Scotia Power, the Nova Scotia Independent Energy System Operator, and related organizations, with emphasis on compliance frameworks and stakeholder coordination.

NON-CONFIDENTIAL 1 Request IR - 6 2 Reference: Application, Exhibit B-1 3 (a) With respect to the various budget items noted in Table 1, please provide a table that 4 includes each budget item and the IESO NS's understanding of whether eac...

AI summary The request asks IESO NS to provide a table detailing budget items and whether they reflect cost savings from transferring responsibilities to IESO NS, confirm proportionality of costs, and address the availability of historical information from NS Power related to the NS Power System Operator.

NON-CONFIDENTIAL 80 arrangements, employment contracts, and collective agreements. This anticipated work for 81 the 2026/2027 fiscal year will require lawyers with varying skillsets. 82 83 The following is a non-exhaustive list of the area...

AI summary IESO Nova Scotia outlines legal support needs for 2026/2027, including assuming responsibilities from NS Power, transferring grid operations, and managing labor transitions. Key areas involve corporate/commercial matters, Phase II transition challenges, and labor/employment issues related to personnel transfers and collective agreements.

NON-CONFIDENTIAL 39 available from the 2026 IRP process, and so represent new costs in the 2026/27 fiscal year 40 that were not present in the 2025/26 fiscal year. Date Filed: March 10, 2026 IESO Nova Scotia (DGT) IR - 13 Page 3 of 3

AI summary The text references new costs introduced in the 2026/27 fiscal year through the 2026 Integrated Resource Plan (IRP) process, which were not present in the previous fiscal year (2025/26). These costs are available from the 2026 IRP process.

35 This resulted in a range of estimated costs from $467,000 to $797,000. Recognizing the 36 range of uncertainty at this stage, the IESO Nova Scotia used $500,000 (towards the bottom 37 of this range) in its application. 38 (b) The $0.36M...

AI summary The IESO Nova Scotia estimated costs for implementation activities ranging from $467,000 to $797,000, using $500,000 in its application. Additional advisory support of $0.36M is planned for Phase II to ensure readiness and reduce risks during the transition of control room accountability from NS Power to IESO Nova Scotia.

(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.

PARTIALLY CONFIDENTIAL 26 27 (d) All of the software described in part a) is required for IESO Nova Scotia to perform its 28 Phase I functions of Transmission Planning and Resource Planning. Accordingly, a change 29 in the timeline for the...

AI summary IESO Nova Scotia asserts that software required for Phase I functions (Transmission Planning and Resource Planning) remains necessary regardless of Phase II timeline changes, with no impact on associated costs. The filing emphasizes software dependency on Phase I activities.

NON-CONFIDENTIAL 1 Request IR - 23 2 Reference: N-1(i), Exhibit B-2, pdf p.24-26 notes a 10-year lease for ~8,900 square feet at 1791 3 Barrington Street commencing January 1, 2026, and notes control-room planning costs from the 4 prior ye...

AI summary The text references a request regarding the location of a control room and associated costs, with a response directing to another document. It involves planning and capital investment considerations for a facility lease.

NON-CONFIDENTIAL 1 Request IR - 25 - Reference: N-1(i), Exhibit B-2, pdf p.30-32 Budgets $1.0 million IRP consulting while adding

AI summary The document references a budget of $1.0 million allocated for IRP consulting, as outlined in N-1(i), Exhibit B-2, pages 30-32 of the pdf.

- internal planning FTEs; and Exhibit A-1, pdf p.6-8 describes IRP and consultant selection. - (a) Please explain why $1 million in external IRP consulting remains necessary given the - increased internal staffing.

AI summary The text raises a question about the necessity of allocating $1 million for external IRP consulting despite increased internal staffing, referencing Exhibit A-1, pages 6-8, which describes the IRP and consultant selection process.

NON-CONFIDENTIAL 37 interconnection studies and the IRP transferred to the IESO on Dec 1, 2025. 38 Date Filed: March 10, 2026 IESO Nova Scotia (IG) IR - 26 Page 3 of 3 Nova Scotia Independent Energy System Operator (IESO Nova Scotia) Respo...

AI summary The document references the transfer of 37 interconnection studies and an IRP to the IESO on December 1, 2025, and includes IESO Nova Scotia's responses to the Industrial Group's information requests filed on March 10, 2026.

IESO Nova ScotiaFinancial Forecast - Summary April 1 2026 - March 31, 2027 Apr -26 Ma y-2 6 Jun -26 Jul- 26 Aug -26 Sep -26 Oct -26 No v-2 6 Dec -26 Jan -27 Feb -27 Ma r-27 202 7 Phase dines ultant 2 Rea s Assu Cons rance 7 7 16,66 16,66 7...

AI summary The document provides a financial forecast for the IESO Nova Scotia from April 1, 2026, to March 31, 2027, detailing various expenses such as NERC compliance implementation, operations salaries and wages, and integrated resource planning costs over the fiscal year.

Nova Scotia Independent Energy System Operator (IESO Nova Scotia) Responses to Nova Scotia Energy Board (NSEB) Information Requests 21 (a) Please refer to Attachment 1. For additional clarity, some milestones and expected 22 completions da...

AI summary IESO Nova Scotia provided responses to the NSEB's information requests, outlining preparatory work for its inaugural Integrated Resource Plan (IRP), including a Request for Proposals for qualified consultants and outreach efforts to engage stakeholders in the IRP process.

NON-CONFIDENTIAL 41 iii. The draft Terms of Reference for the IRP is expected to be informed by the 42 recommendations from the IRP process review which will be completed in March 43 2026. The Terms of Reference is anticipated to be comple...

AI summary The document outlines the timeline for the Integrated Resource Plan (IRP) process, including key activities such as the IRP process review, the development of Terms of Reference, and the completion of studies like the ELCC and Hybrid Heating studies. The timeline is subject to revision based on findings from the ongoing review led by Dunsky.

Project Work Plan and Schedule Date: March 10, 2026 Project Key activities Estimated Completion MAEA Objects 2026/2027 Revenue Requirement and Fee Application (M12663) -Evidence by Intervenors and Board Counsel Consultants due March 31, 20...

AI summary The document outlines the project work plan and schedule for the Nova Scotia Energy Board (NSEB) for 2026/2027, covering key activities such as evidence submission, stakeholder engagement, and the development of an Integrated Resource Plan (IRP). Key projects include the 2026/2027 Revenue Requirement and Fee Application and the establishment of a permanent fee and cost recovery mechanism.

Version: 1.0 Object Summary 9(a) Operate and manage the grid reliably and efficiently 9(b) Plan for adequacy and reliability of the bulk system 9(c) Procure energy, capacity and ancillary services 9(d) Establish and administer market rules...

AI summary This document outlines the mandate of the Nova Scotia Independent Energy System Operator (IESO Nova Scotia) and its responsibilities, including grid management, market rules, IRP, and stakeholder engagement. It also references responses to information requests by the Nova Scotia Energy Board (NSEB).

9 Please refer to Attachment 1 for the organization chart. VP Planning Grid Integration & Procurement December 31 2025 – 1 filled March 31 2026 – 1 filled March 31 2027 – 1 filled Sr. Eng Specialist, Transmission Planning December 31 2025...

AI summary The text outlines staffing requirements and vacancies for various positions within the Planning, Grid Integration & Procurement department, detailing the number of filled and vacant positions as of specific dates up to 2027.

13 Response IR - 9 14 (a) Not confirmed. While it is correct that the IRP consultant is reviewing past IRP practices 15 in Nova Scotia as a component of their work, they are also looking at other jurisdictions to 16 identify industry stand...

AI summary The IRP consultant is reviewing past IRP practices in Nova Scotia and other jurisdictions to identify industry standards and leading practices. They are also conducting stakeholder interviews and workshops to provide recommendations for a refreshed IRP process that aligns with Nova Scotia's current electricity planning needs.

7 Procurement Category 2025/2026 Actual 2025/2026 2026/2027 budget ($) (Millions) 2025/2026 at Dec 31 Annualized Expenditures Proposed Budget ($) Difference ($) (Millions) Cost category ($) ($) (Millions) (Millions) (increase)/decrease (Mi...

AI summary The table outlines procurement and capacity budget figures for 2025/2026 and 2026/2027, including actuals, annualized expenditures, and proposed budgets. Key items include the 300 MW RFP and differences between proposed and actual figures. The Nova Scotia Independent Energy System Operator (IESO) responded to Nova Scotia Energy Board (NSEB) information requests.

7 Facilities and Technology Cost Category 2025/2026 Actual 2025/2026 2026/2027 budget ($) 2025/2026 Annualized Proposed Difference ($) (Millions) at Dec 31 Expenditures Budget ($) (Millions) Cost category ($) ($) (Millions) (Millions) (inc...

AI summary The document provides a table detailing budget and actual costs for the Facilities and Technology Cost Category for various years, including differences between proposed and actual expenditures. It highlights discrepancies such as a $0.41M decrease in the Facilities and Technology category and a $0.89M difference in IT Application costs.

27 All 21 roles are expected to be filled by March 31, 2027. Three of the 21 roles remain to 28 be filled at this time: two engineering roles in transmission planning and one engineering 29 role in resource planning. 30 31 (b) As noted in...

AI summary The document mentions that 21 roles are expected to be filled by March 31, 2027, with three remaining roles in transmission and resource planning. It also references responses from the Nova Scotia Independent Energy System Operator to information requests from the Nova Scotia Energy Board.

- 9 Operations (System Planning) Cost Category Cost category 2025/2026 budget ($) (Millions) Actual 2025/2026 at Dec 31 ($) Annualized 2025/26 based on budget not 2026/2027 Proposed Budget ($) (Millions) Difference ($) (Millions) (increase...

AI summary The document presents a budget and actual spending comparison for the Operations (System Planning) cost category in Nova Scotia, highlighting discrepancies between budgeted and actual figures. It also mentions responses from the Nova Scotia Independent Energy System Operator to information requests by the Nova Scotia Energy Board.

NON-CONFIDENTIAL 1 Request IR - 8 2 Reference: Application page 22, "$0.474 relates to the 2026/2027 commencement of a 3 procurement for capacity and/or storage as the need is defined through IESO Nova Scotia's IRP 4 process." 5 (a) When d...

AI summary IESO Nova Scotia responds to Port Hawkesbury Paper LP's request regarding the Integrated Resource Plan (IRP) timeline and regulatory process. The IRP is expected to be completed by late 2026 and filed with the Nova Scotia Energy Board (NSEB) under the More Access to Energy Act, but not requiring approval.

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.

NON-CONFIDENTIAL - 21 PSCAD: performs grid modeling simulations of Electromagnetic Transient (EMT) 22 factors that are increasingly present with the growing presence of Wind and other 23 Inverter-Based Resources (IBR). 24 • Aspen OneLiner:...

AI summary IESO Nova Scotia uses software tools like PSCAD and Aspen OneLiner for grid modeling and system protection, essential for their roles as Transmission Planner and Resource Planner. These tools are industry-standard and used by neighboring utilities, with no need for additional training as former NS Power engineers were already familiar with them.

Key courses and training IBM Mosaic method for Complex Program Delivery, based on Scaled Agile for Engineering Design Thinking

AI summary The document highlights the IBM Mosaic method for Complex Program Delivery, which is based on Scaled Agile for Engineering Design Thinking, as a key course in the training section.

Memberships SAFe Scrum Master, Certification Scrum Alliance CSM, Certification Toastmasters International, IBM Team PM Practice Blue Buddy, Mentor

AI summary The individual holds multiple professional certifications and memberships, including SAFe Scrum Master, Certified ScrumMaster (CSM), and Toastmasters International. They are also associated with IBM's Team PM Practice Blue Buddy and serve as a mentor.

Profile IT professional and certified Scrum Master with nearly a decade of experience in project management, agile delivery, and the software development life cycle. Career developed across diverse industries including aviation, finance, h...

AI summary A profile of an IT professional and Certified Scrum Master with over a decade of experience in project management, agile delivery, and software development across aviation, finance, healthcare, and defense. Highlights include leadership in agile environments, technical expertise, and recognition for client service and project delivery.

Project Manager / Release Train Engineer IBM Canada, Canada Mar 2025 – Dec 2025 Worked with the Lead RTE on the Revenue Based Accrual and Aeroplan Elite Redesign projects. Created and managed overall timelines and dependencies from project...

AI summary IBM Canada's Project Manager / Release Train Engineer (Mar 2025–Dec 2025) managed projects like Revenue Based Accrual and Aeroplan Elite Redesign, overseeing timelines, stakeholder communication, and Jira dashboards for progress tracking.

Scrum Master IBM Canada, Canada Sep 2017 - Mar 2025 Worked as a Scrum Master in a SAFe organization to deliver software development projects and promote the scrum framework. Scrum Master Certification (CSM) obtained in 2017. SAFe Certifica...

AI summary The text details a Scrum Master's experience at IBM Canada (2017-2025), including SAFe implementation, CSM certification, use of Gartner/IBM ABSCO tools, and an IBM Service Excellence Award. No regulatory proceeding content is present.

PETER GILLIES – ASSOCIATE FROM WCGS ARCHITECTS Mr. Gillies is responsible for oversight and guidance for all projects. WCGS Architects' unique project management systems and talented, dedicated architectural team, enable Mr. Gillies to rev...

AI summary Peter Gillies, an associate at WCGS Architects, oversees projects using the firm's project management systems and experienced team. With 35 years of experience, he ensures creative solutions that meet client expectations, budget, and schedule objectives.

AREAS OF EXPERTISE Control Centers - LUMA - New Primary & Secondary Control Centers developed to support power grid reconstruction and modernization in the Caribbean. Working with internal project stakeholders developed project criteria, c...

AI summary The document outlines expertise in power grid modernization (LUMA), computational innovation (Rensselaer Polytechnic Institute), data center infrastructure (NYISO), and term services (Key Bank). Projects include control center development, supercomputing facilities, electrical system upgrades, and large-scale data center expansions with uninterrupted power solutions.

HENRY CHAO, PHD Vice President Henry Chao, PhD, Vice President, RTO/ISO Markets, over 30 years of leadership and technical management experience in delivering technology solutions and professional services to the electric utility industry...

AI summary Henry Chao, PhD, Vice President of RTO/ISO Markets, has over 30 years of experience in the electric utility industry, focusing on public policy, grid reliability, and power market efficiency. He led studies at NYISO, including the STARS and Growing Wind studies, and contributed to resource planning and environmental compliance efforts in New York.

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 - 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.

NON-CONFIDENTIAL Transition and Operational Planning • Subject Matter Expert Phase II – RFP issued for IT, OT & Cybersecurity Transition Roadmap issued with 9 responses. • Compliance Preparedness & Assurance Operations (System Planning) •...

AI summary The document outlines progress in transition and operational planning, including the issuance of an RFP for IT, OT, and Cybersecurity with 9 responses, and the Transition Roadmap. It also mentions the Integrated Resource Planning Consulting Fees RFP with 9 responses.

Nova Scotia Independent Energy System Operator (IESO Nova Scotia) Responses to Consumer Advocate (CA) Information Requests 33 Delaying these significant cost categories to potentially manage liabilities due was not 34 an option for the rea...

AI summary The IESO Nova Scotia explains that delaying employee salaries and procurement activities is not an option due to the necessity of staffing and completing key responsibilities, including the inaugural IRP, system studies, and procuring 300MW of fast-acting generation in line with the Province's Clean Power Plan and the Powering the Economy Act.

a Responses to DGT Information Requests – IR-17a 33 34 35 (administration) and procurement costs. 2026/2027 Revenue Requirement Application by the Nova Scotia Independent Energy System Operator

AI summary The document outlines the 2026/2027 Revenue Requirement Application by the Nova Scotia Independent Energy System Operator (IESO), focusing on administration and procurement costs. This application seeks regulatory approval for projected revenues to cover operational expenses.

on actual spend at time of preparation of the budget. [60](#page-27-3) 33 - 34 IESO Nova Scotia stated that there are certain PMO support activities that are expected to continue in 2026/2027. - 35 This includes core functions however, the...

AI summary The text discusses the evolving role of the PMO (Project Management Office) in IESO Nova Scotia as the organization transitions from initial setup to Phase II, emphasizing increased subject matter expertise and oversight within a more mature governance framework. Budgeting is tied to actual spending at the time of preparation.

e critical system planning and resource procurement work quickly. Making progress on these issues cannot wait — indeed, we will be launching our RFP for fast acting generation in the very near future. The challenges don't stop there. We ar...

AI summary The document discusses IESO Nova Scotia's rapid progress in establishing its organization, emphasizing energy affordability and long-term decision-making for the province. It highlights the transition of responsibilities from Nova Scotia Power and the appointment of the Board of Directors in February 2025.

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.

- A. A clear definition of the technology capabilities required by IESO Nova Scotia to deliver the Phase 2 dispatching and control functions enabled by the Act, including near-term operational planning, reliable system operations (includin...

AI summary The document outlines the scope of work for Phase 2 dispatching and control functions under the Act, focusing on technology capabilities, strategic options, and a roadmap for implementation. It emphasizes the need to assess existing NSP assets, identify integration requirements, and evaluate the feasibility of meeting the April 2027 delivery date.

Anticipated Work • A thorough review of the Legislative requirements - A review of relevant work to date including an Archer assessment of the split of North American Electric Reliability Corporation (NERC) compliance requirements between...

AI summary The anticipated work includes a comprehensive review of legislative requirements, NERC CIP standards, market rules, and infrastructure assessments, as well as evaluations of operational agreements and emergency frameworks related to the transfer of responsibilities.

Anticipated Work • Develop 4-5 options for the delivery of Phase 2 dispatching and control functions including near-term operational planning, reliable system operations (real-time monitoring of the power system and contingency analysis) a...

AI summary The anticipated work involves developing 4-5 options for Phase 2 dispatching and control functions, including operational planning, system reliability, and efficient generation dispatch in Nova Scotia. The analysis will compare leveraging existing facilities, building new ones, shared services, and inter-regional collaboration, evaluating each option's pros, cons, timelines, costs, and system reliability.

Expected Deliverables - A report with details of the identified options, pros and cons, timelines, costs, extent to which IESO Nova Scotia processes and systems will be separated from or dependent upon NSP and additional other relevant inf...

AI summary The deliverables include a report on options for IESO Nova Scotia, collaboration with NSP, scalability considerations, back office technology changes, real-time operations, and a transition plan and roadmap for future development stages.

Expected Deliverables - Transition Plan - Strategy Decisions made - IT, OT and Cybersecurity Roadmap with defined target operating model, process and architecture - Overall roadmap for IESO Nova Scotia to deliver Phase 2 and beyond - Estim...

AI summary The expected deliverables include a transition plan, strategy decisions, IT and cybersecurity roadmaps, cost and timing estimates, regulatory compliance plans, risk summaries, success metrics, and procurement strategies, all to be completed by 31 March 2026.

Additional Context Phase 1 Transition (system planning, generation interconnection planning and energy procurement) is planned to take place on December 1, 2025. Phase 1 will focus on the transfer of transmission planning and procurement r...

AI summary The document outlines the transition of electricity system planning and operations from Nova Scotia Power (NSP) to the Independent Electricity System Operator (IESO) in two phases. Phase 1, set for December 2025, involves transmission planning and procurement functions, while Phase 2, planned for Q2 2027, includes real-time dispatch operations. The transition considers Nova Scotia’s unique energy landscape and challenges, including cybersecurity recovery and limited interconnectivity.

Out of Scope - Economic, siting, policy, or environmental impacts - Alternative modeling approaches—these results may differ from other analyses - Quantified impacts of planned projects - Endorsement of specific projects, as additional pla...

AI summary The text outlines topics considered out of scope for the regulatory proceeding, including economic and environmental impacts, alternative modeling approaches, quantified project impacts, endorsement of specific projects, and recent changes to load forecasts and renewable targets.

Regulatory and Planning Coordination Canadian provinces have their own Planning Coordinators that are responsible for transmission and resource planning within their system.[11](#page-56-2) Provincial regulators have jurisdiction over elec...

AI summary The document discusses the role of provincial Planning Coordinators and regulators in electricity planning and regulation in Canada. It highlights the jurisdiction of various regulatory bodies and the formation of an advisory group to support comprehensive energy risk evaluation.

Study Lessons Several lessons were identified as part of the ITCS and Canadian Analysis. These include the following: - Increasing need to conduct wide-area energy assessment and scenario development - Increasing need to fully incorporate...

AI summary The study highlights the need for improved data availability, wide-area energy assessments, and consistent metrics in system planning evaluations. It also emphasizes the importance of incorporating weather impacts and developing common datasets for future assessments.

Resource Mix Resource portfolios were aligned with the 2023 LTRA and included existing generators, retirements, and Tier 1 resources. The LTRA is a NERC assessment of supply and demand on a peak-hour basis that evaluates the winter and sum...

AI summary The document discusses the alignment of resource portfolios with the 2023 LTRA, including existing generators, retirements, and Tier 1 resources. It outlines the evaluation of resource mixes for 2024 and 2033 cases, considering various fuel types and adjustments to capacity based on geographical locations and contractual obligations.

2033 Resource Mix The capacity mix for the 2033 study year required adjustments relative to using the existing plus Tier 1 resources provided in the LTRA data forms. Tier 1 resources generally represent plants that are under construction o...

AI summary The 2033 resource mix analysis involved adjustments to the existing plus Tier 1 resources from the LTRA data forms, excluding Tier 2 and Tier 3 resources due to limited retirement assumptions and the presence of Tier 1 replacements. This approach was consistent with original ITCS practices due to complexity and timing constraints.

Step 2: Quantify Maximum Resource Deficiency In Step 1, the energy margin analysis quantified the frequency, magnitude, and duration of energy deficiency for each TPR. To illustrate the output of this process, a portion of the 2033 energy...

AI summary Step 2 of the process involves quantifying the maximum resource deficiency for each Transmission Planning Region (TPR) based on the energy margin analysis results from 2033. The analysis considers yearly maximum deficiencies in both winter and summer, with visual distinctions in the table.

Capacity and Load Data (in MW) Iteration Number Iteration Size (MW) Tight Margin Hours (h) Resource Deficiency Hours (h) Max Resource Deficiency (MW) Total Deficiency (GWh) Base N/A 986 23 3,083 20.8 Iteration 1 1,027 300 3 619 1.2 Iterati...

AI summary The table illustrates iterations of capacity and load data, showing improvements in resource deficiency hours and total deficiency over successive iterations, with Iteration 2 achieving zero resource deficiency.

The data sources used for the energy margin analysis are shown in [Table A.1](#page-126-1) below. Table A.1: Overview of the Two-Pronged Approach for Historical Weather Data Synthetic Weather Data Weather Years 2007–2013 Scaled Historic Ac...

AI summary The document outlines the data sources used for energy margin analysis, including synthetic weather data and scaled historic actuals for load profiles, wind and solar generation, and forced and planned outages. It provides an overview of the two-pronged approach used for historical weather data from 2007–2013 and 2019–2023.

Appendix C: 2024 and 2033 Capacities Table C.1 details the capacity in each TPR by resource type in the 2024 case, based on the 2023 LTRA Form B submissions and adjustments provided by Canadian utilities. Table C.2 shows the capacity of ce...

AI summary Appendix C outlines the capacity data for 2024 and 2033, detailing tables that show capacity by resource type and TPR. The data is based on 2023 LTRA Form B submissions and includes adjustments for retirements and additions. Winter capacity for thermal and hydro resources and installed capacity for wind, solar, and storage are highlighted.

This section provides additional iteration-specific detail for each province with identified resource deficiencies.

AI summary This section provides additional iteration-specific detail for each province with identified resource deficiencies.

7 CEO Desired Outcome Measures Objective 1. Build Organizational Capability IESO's capabilities mature at a pace to enable it to meet its statutory deadlines, be seen as i. Build out organizational structure (within approved budget), hirin...

AI summary The document outlines the IESO's objectives for building organizational capability, developing culture, and delivering on 2026/27 enterprise priorities, including legislative mandates, reliability resources, and stakeholder trust. It also references a regulatory proceeding related to revenue requirement and fees (M12663).

- 5 Reference: N-1(i) Exhibits A-1 and B-2 in multiple places describe phase transfer and - 6 evolving scope with duplication risks while NSPI retains functions. - 7 Have the IESO-NS and NSPI prepared a transition term sheet with milestone...

AI summary The text raises concerns about the transition between IESO-NS and NSPI, questioning whether a transition term sheet has been prepared to address duplication risks and ensure a smooth transition with clear milestones and decommissioning dates.

the date of publication and effective date. 9. Please specifically list all stated objects and activities under the More Access to Energy Act, which are not yet in force and the expected timeline. Reference: N-1(i) Exhibit A-1, pdf p. 3-4,...

AI summary The text requests clarification on the More Access to Energy Act and its implementation timeline, as well as documentation for financial forecasts, insurance products, and transition planning between IESO-NS and NSPI. It also raises concerns about deficiencies in the revenue requirement application and duplication risks during the transition.

ts to ensure reimbursement is received. 3. In what scenarios would reimbursement not be obtained and, in such scenarios, what portion would be excluded from rate recovery versus included in the DVM? Reference: N-1(i), Exhibit B-2, pdf p.21...

AI summary The text outlines several questions related to procurement and IT expenditures, including reconciliation of procurement categories between 2025/26 and 2026/27, explanation of shifts in funding from 300 MW RFP to additional capacity procurement, and details on IT software and services for Phase I and II of the IESO-NS. It also requests information on duplication and cost implications if Phase II is delayed.

If so, please file or at minimum, describe. 4. If Phase II slips beyond Q2 2027, which subscriptions may be deferred or paused? Please quantify monthly savings under a six-month and 12-month delay. Reference: N-1(i), Exhibit B-2, pdf p.24-...

AI summary The text outlines several questions and requests for clarification regarding lease agreements, control room location, financing costs, interest rate assumptions, draw profiles, and the necessity of external IRP consulting. Specific references are provided to exhibits and pages in the document.

l planning FTEs; and Exhibit A-1, pdf p.6-8 describes IRP and consultant selection. Please explain why $1 million in external IRP consulting remains necessary given the increased internal staffing. Reference: N-1(i), Exhibit B-2, pdf p.30-...

AI summary The text outlines questions raised regarding the budget for system planning, including the justification for external IRP consulting costs, reconciliation of interconnection study recoveries, and changes in budget allocations for compliance and other activities. It also asks for documentation to ensure no duplication of work.

Request IR-8: Reference: Application page 22, "$0.474 relates to the 2026/2027 commencement of a procurement for capacity and/or storage as the need is defined through IESO Nova Scotia's IRP process."

AI summary The text references Application page 22, stating that $0.474 pertains to a 2026/2027 procurement for capacity and/or storage, as defined by IESO Nova Scotia's IRP process.

Questions: - a) When does IESO Nova Scotia expect to have the final results of its initial IRP completed.

AI summary The question asks IESO Nova Scotia about the expected completion date of the final results of its initial Integrated Resource Plan (IRP).

- b) Does IESO Nova Scotia anticipate that the results of its initial IRP will require Nova Scotia Energy Board approval? 1 Request IR-9:

AI summary The question asks whether IESO Nova Scotia anticipates that the results of its initial Integrated Resource Plan (IRP) will require approval from the Nova Scotia Energy Board.

Request IR-11: Reference: Application page 30, Table 15, Integrated Resource Planning Consulting Fees 1.0M, and page 31 "and issued a request for proposals on October 16, 2025 to hire an IRP consultant to review the current NS Power proces...

AI summary The document outlines a request for proposals issued on October 16, 2025, to hire an IRP consultant to review NS Power's Integrated Resource Planning processes, with a budget of $1.0M and completion expected by the end of the 2025/2026 fiscal year.

Questions: a) Please provide a copy of the RFP? - b) Does the $1.0 million dollars proposed for this cost category cover costs other than the costs of the IRP consultant retained pursuant to the RFP. If it does, please identify these costs...

AI summary The questions focus on the RFP, IRP consultant costs, deliverables, budget timing, transition costs, spending to date, expected payments, and subcontractors.

9 Request IR-14: 10 1. Reference: Application page 4, “Phase II involves the transfer of real-time dispatch operations. 2. Due to the complexity of this transition and the direct impact on real-time applications and system 3. reliability,...

AI summary The document outlines Phase II of the transfer of real-time dispatch operations to IESO Nova Scotia, highlighting the need for a third-party consultant to scope and plan the implementation. It requests detailed information on the selection process, budget allocation, timeline, staffing estimates, and potential facility relocation costs.

fees associated with IESO Nova Scotia's transition into Phase II planning, including ensuring smooth employee transitions, NERC compliance, and IESO Nova Scotia's transition into its operational role. 2026/2027 budget for "compliance prepa...

AI summary The text discusses the 2026/2027 budget for IESO Nova Scotia's compliance preparedness and assurance, noting a 23% decrease compared to the 2025/2026 budget. The decrease is attributed to HR system setup and transition work completed in 2025/2026. Questions are raised about the calculation of PMO support costs and the activities expected to continue in 2026/2027.

Request IR-3: - On page 4 of its application, IESO Nova Scotia refers to its mandate under the More Access to Energy Act. - a) Please provide a detailed workplan of IESO Nova Scotia's planned activities in the period covered by this revenu...

AI summary Request IR-3 seeks detailed information from IESO Nova Scotia regarding its workplan, alignment with the More Access to Energy Act's statutory objects (clauses 9(a)-(t)), and progress on the Integrated Resource Plan (IRP) under sections 10 and 11 of the Act. Specifics requested include timelines, studies, procurements, and terms of reference for the IRP.

Request IR-5: - In its application Matter M12412, dated August 5, 2025, IESO Nova Scotia advised that Phase I - of the transition of the system operator functions from NS Power was expected to occur in Q4 - 2025. On page 4 of the present a...

AI summary IESO Nova Scotia reported delays in Phase I of transitioning system operator functions from NS Power, as outlined in Matter M12412. The request seeks details on completed steps by December 31, 2025, remaining steps, and reasons for delays in achieving Phase I objectives.

Request IR-9: - On page 8 of the application, IESO Nova Scotia said it has targeted late 2026 for the completion - of its inaugural IRP; however, on page 31 of the application, it says its IRP consultant is expected - to complete their rev...

AI summary Request IR-9 questions the IESO Nova Scotia's IRP timeline, noting discrepancies between pages 8 and 31 regarding completion dates. It asks whether the IRP consultant is merely replicating NS Power's past processes, if NS Power staff were transferred to IESO, and why consultant services were needed for IRP analysis.

Request IR-17: - Regarding Table 10 on page 23 of the application, please provide a version adding a column for - actual 2025/2026 to date.

AI summary Request IR-17 seeks to amend Table 10 in the application by adding a column for actual 2025/2026 data. This request pertains to the Integrated Resource Plan (IRP) process in Nova Scotia, emphasizing data accuracy and transparency. The Independent Electricity System Operator (IESO) is involved in the regulatory proceeding.

Request IR-18: - Regarding the IT application software in Table 11 on page 24 (the portion related to system - planning functions), is it IESO Nova Scotia's understanding that this software expense will no - longer be required for NS Power...

AI summary The text inquires whether the IT software expense related to system planning functions in Table 11 (page 24) will be incurred by IESO Nova Scotia, NS Power, or both, and requests identification of the software.

number of employees and salaries as currently planned by the end of 2025/2026.” Regarding Table 5 on page 18 of the application, please provide a version adding a column for actual 2025/2026 to date. Regarding Table 6 on page 19 of the app...

AI summary The text requests additional columns in multiple tables of an application to include actual 2025/2026 data. It also seeks clarification on the timing of RFP processes for capacity and the Clean Power Plan vintage being used, as well as the responsibility for IT software costs between IESO Nova Scotia and NS Power.

7 Request IR-6: 9 Reference: Application, Exhibit B-1 - 11 (a) With respect to the various budget items noted in Table 1, please provide a table that 12 includes each budget item and the IESO NS's understanding of whether each budget item...

AI summary The text outlines a request for information regarding cost savings, cost proportionality, and information sharing between IESO NS and NS Power during the transition of responsibilities. It also asks about discussions on minimizing transition costs and the availability of historical data.

M12663 NOVA SCOTIA ENERGY BOARD IN THE MATTER OF: 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 t...

AI summary The Nova Scotia Independent Energy System Operator (IESO) is seeking approval for its expenditure and revenue requirement for the test year ending March 31, 2027. Phase II of the transition involves real-time dispatch operations, requiring additional planning and a third-party consultant to define implementation details, with an aspirational timeline of Q2 2027.

e continues to grow. 1. What “information and assumptions” has IESO NS updated? Please provide details regarding any changes/updates. Request IR-3: Reference: Application, p. 5, lines 14-19 IESO Nova Scotia notes that actual expenditures f...

AI summary IESO Nova Scotia has noted that actual expenditures for fiscal year 2025/2026 are materially tracking against its proposed Revenue Requirement, with no further amendments to assumptions or costs. The organization is also preparing for Phase II of real-time dispatch operations, which is subject to the proclamation of certain Act provisions and depends on factors like technology requirements and regulatory compliance.

. The Board will closely monitor this issue to ensure that 24 ratepayers are not impacted by unnecessary costs incurred by these respective entities.[33](#page-25-0) 25 26 27 At this time, the transition from NS Power to IESO NS remains ve...

AI summary The transition from NS Power to IESO NS is ongoing, with Phase I implementation not yet complete. IESO NS has set an aspirational timeline for Phase II implementation in Q2 2027, but this date remains under review. The implementation plan for Phase II is being developed in consultation with IBM, and a proposal is expected to be presented to IESO's Board in July. The Board will monitor the transition to prevent unnecessary costs to ratepayers.

OPENING STATEMENT 27 IESO NOVA SCOTIA 1 In these roles, I've testified in 11 Brunswick Power for 100 megawatts of fast-acting capacity 12 from their new RIGS, or Renewables Integration Grid 13 Security Facility, a project which has recentl...

AI summary IESO Nova Scotia discusses cross-provincial collaboration, including a project with Brunswick Power for fast-acting capacity, and highlights stakeholder engagement efforts in the Integrated Resource Plan. They also mention regulatory filings and progress in advancing renewable energy transition.

IESO NOVA SCOTIA PANEL 45 Cr-ex, (Murphy) 1 to progress a facility that has an extremely long lead 9 the overall risk we deemed to be perhaps quite a bit lower 10 than what you would have noted because there are many 11 other projects that...

AI summary The discussion centers on the risks and benefits of proceeding with a long-lead-time project, noting that other projects could benefit from the equipment. The need for timely action is emphasized to ensure electricity supply reliability, and the involvement of NB Power is highlighted as a key enabler.

IESO NOVA SCOTIA PANEL 87 Cr-ex, (Murphy) 1 time when the expectation is that we've got Phase II 2 happening very close to the end of this financial year 3 and, therefore, having some additional support to enable 4 that transition to happe...

AI summary The discussion centers on Phase II of a project, with the expectation that it will occur near the end of the financial year. Currently, no one has been hired for the work, and the costs are still estimates as the projects have not been fully scoped or bids received. The next Board meeting is planned in about a month, where a recommendation will be presented.

BY MR. MURPHY: 1 Q. And you're welcome to read to 2 that. I can paraphrase as well. IESO effectively says 3 that the timeline is aspirational because work "to 4 understand the feasibility and reasonableness of this 5 date" remain to be und...

AI summary Mr. Murphy is asking for an update on the timeline for the IESO's transition, noting that the original timeline was aspirational. The response indicates that work is ongoing, with completion expected by mid-2026/2027. The IESO explains that the transition involved significant planning and collaboration with IBM and Nova Scotia Power, and highlights the complexity of real-time operations.

IESO NOVA SCOTIA PANEL 167 Cr-ex, (MacAdam) 1 talks about procurement fast-acting generation. And the 2 submission there is Q1 2026/2027. Is that still on 3 schedule? 4 (Milligan) Yes, we're currently A. 5 tracking to launch the RFP proces...

AI summary The discussion revolves around the procurement of fast-acting generation, with a focus on the timeline for launching an RFP process by the end of Q1 2026/2027. The RFP was previously circulated in March, and comments were received on March 30. The work carried out includes site assessments for potential development, such as geotechnical exploration and environmental assessments.

IESO NOVA SCOTIA PANEL 169 Cr-ex, (MacAdam) process, such as review of things like bird studies and other things of that nature. That would be characteristic of the type of site development work that's been undertaken. Q. And are those cos...

AI summary The discussion focuses on the process of site development, including costs related to studies such as bird studies, and whether these costs are included in the 2025/2026 or 2026/2027 budgets. It is explained that these costs are repaid by the awarded proponents, and there is a mention of the SGIP administration process and its schedule.

IESO NOVA SCOTIA PANEL 221 Cr-ex, (MacAdam) - real-time data to their websites, for example. And so as we think about a more complex tool that would enable us to perform similar functions, that was the thinking that led to this concept of...

AI summary The discussion revolves around the development of a more complex tool for real-time data and improved functionality on a website, including hosting of Integrated Resource Plan documents and procurement activities. The specific feature of near real-time data is noted as a future phase.

IESO NOVA SCOTIA PANEL 249 Cr-ex, (Rudderham) 1 THE CHAIR: So, Mr. Furey, we have 11 And I know we've talked about, Q. 12 you know or my friend had raised some questions about 13 disallowances. What happens if there are material 14 unfores...

AI summary The discussion centers on the handling of unforeseen costs placed into a deferral account and the implications if the Board deems them imprudent, with a reference to an Integrated Resource Plan response.

IESO NOVA SCOTIA PANEL 295 Cr-ex, (Rudderham) 1 So that's what you're when you Q. 17 asked about whether: 18 19 20 the IESO-NS and NSPI [had] prepared a transition term sheet with milestones, decommissioning dates, data handover[s, et INTE...

AI summary The discussion centers on whether the IESO-NS and NSP have prepared a transition term sheet with milestones and decommissioning dates, and whether there is a risk of cost duplication during the transition. The response indicates that no such document has been prepared, and the basis for the initial statement is the clarity of accountabilities under NERC functional guidelines.

IESO NOVA SCOTIA PANEL 301 Cr-ex, (Rudderham) 1 [4:30:39] (Johnston) So yes, there have A. 2 been agreements with NS Power around confidentiality, 3 transition of resources, but I also mentioned many other 4 parties that we've had legal ag...

AI summary The discussion involves agreements with NS Power regarding confidentiality and resource transition, as well as the current status of a project plan and who is responsible for developing it. The IESO NS is mentioned as taking the lead with input from NSPI.

INTERNATIONAL REPORTING INC. CERTIFIED COURT REPORTERS 1 know there was some questions asked earlier. So we're 2 trying not to duplicate, but in terms of that project, has 3 the there's been Board approval in New Brunswick, 4 correct? 5 A....

AI summary The discussion revolves around a project that has received Board approval in New Brunswick but is not currently underway. The witness, Milligan, clarifies that the project is not stalled and that work is still ongoing, though specific details are not provided.

EXHIBIT NO. DESCRIPTION PAGE NO. June 17, 2026 (None entered) June 25, 2026 N-17 Transition Plan and IT, OT & Cybersecurity Roadmap-IESO 364

AI summary The document includes an exhibit titled 'Transition Plan and IT, OT & Cybersecurity Roadmap-IESO' dated June 25, 2026, with no other content provided in the chunk.

IESO NOVA SCOTIA PANEL 495 Questions, (Chair) 1 you get visibility to the total magnitude of costs and 3 companies that are the same size, and I guess that's where 4 my issue is. 5 A. (Johnston) That's (inaudible due 6 to mumbling). 7 So t...

AI summary The discussion centers on the benchmarking of costs against entities considered reasonable comparators and the scope of the integrated resource planning (IRP) process, including the exclusion of certain projects such as the capacity contract with New Brunswick and fast-acting generation in Pictou County from the IRP's assessment.