PROGRAM ANNUAL REVIEW in Review 2019-2020.pdf · than 20 focus areas across generation, transmission, distribution, and utilization, CEATI programs ... lect the contractor team, and

PROGRAM ANNUAL REVIEW2019 - 2020

We wish to thank our 2019 participants and look forward to your continued support in 2020!

COMPANY OVERVIEW .......................................................................................................................................

OUR PROGRAM MODEL ...................................................................................................................................

OUR PARTICIPANTS ...........................................................................................................................................

Participation Map 2020 ............................................................................................................................

History of Utility Participation ...............................................................................................................

MEMBER ENGAGEMENT ..................................................................................................................................

Industry Benchmarking..............................................................................................................................

Technical Training.........................................................................................................................................

THE VALUE IN PARTICIPATION ........................................................................................................................

Collaborative Projects ................................................................................................................................

MyCEATI Portal & Electronic Library .....................................................................................................

Unparalleled Return on Investment .....................................................................................................

CEATI PROGRAMS MAP ....................................................................................................................................

Cross-Utility Programs ...............................................................................................................................

Hydropower Programs ..............................................................................................................................

Generation Programs .................................................................................................................................

Transmission Programs ..............................................................................................................................

Transmission & Distribution Programs .................................................................................................

Distribution Programs ...............................................................................................................................

Utilization Programs ...................................................................................................................................

Supplementary Programs ........................................................................................................................

UPCOMING INDUSTRY CONFERENCES ......................................................................................................

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TABLE OF CONTENTS

The electricity industry continues to undergo fundamental changes, which are shaping both how engineering work is performed and energy services are provided. Low load growth, over-capacity, and future market uncer-tainty are creating pressure on the availability of capital and the reduction of operating costs to address issues of aging infrastructure. As electrical utilities look to replace and refurbish assets, the need to perform effective condition assessment, risk management activities, and strategic asset management planning arises.

Addressing Critical Needs in the Electricity Industry

These concerns are amplified by an increasing loss of internal technical expertise. As senior engineers retire and new engineers are brought in, the need to retain institutional memory and provide training guidance becomes ever more critical.

As electric utilities are forced to upgrade and replace their aging infrastructure, many experience challenges in keeping pace with the flood of emerging technologies entering the market. It is both time consuming and capital intensive to find, test, and evaluate these technologies, but choosing the wrong one can lead to performance and financial consequences.

Finally, considering high energy demands, along with increasing pressure to reduce greenhouse gas emissions and mitigate the effects of extreme weather events, the electric utility sector is faced with the unique challenge of providing energy services which are both cleaner and more reliable. Advancements in sustainability will require innovative approaches and rethinking business as usual.

COMPANY OVERVIEW

OUR PROGRAM MODELThe CEATI program model provides electric utilities with a cost-effective vehicle for sharing experiences and addressing issues pertinent to their day-to-day operations, maintenance, and planning. In addition to serving as a strong technical resource tool for more than 20 focus areas across generation, transmission, distribution, and utilization, CEATI programs include project collaboration opportunities yielding practical deliverables with which organizations can use to leverage their expenditures.

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OUR PARTICIPANTS

HISTORY OF UTILITY PARTICIPATION

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AES CorporationAlgonquin Power & Utilities CorpAmeren Corporation American Electric PowerAmerican Transmission CompanyArizona Public Service CompanyAvangrid NetworksAvista UtilitiesBonneville Power AdministrationCalifornia Department of Water Resources California Independent System Operator (ISO)Central Hudson Gas and Electric CorporationCentralia City LightChelan County Public Utility DistrictCMS EnergyCon EdisonDenver WaterDouglas County Public Utility District Duke EnergyEagle Creek Renewable EnergyEast Bay Municipal Utility DistrictEnergy Keepers Inc.Eugene Water and Electric Board EversourceExelonFederal Energy Regulatory CommissionFirstEnergy CorporationFirstLight Hydro Generating CompanyFlorida Power and Light CompanyGrand River Dam AuthorityGrant County Public Utility DistrictHetch Hetchy Water & Power Idaho Falls PowerIdaho Power CompanyLewis County Public Utility DistrictLG&E and KU Services CompanyLos Angeles Department of Water and PowerMinnesota PowerNashville Electric ServiceNational GridNational Rural Electric Cooperative AssociationNorth American Electric Reliability Corporation (NERC)New York Power AuthorityNorthern California Power AgencyNorthWestern EnergyNV EnergyOak Ridge National LaboratoryOglethorpe PowerOncorPacific Gas and Electric CompanyPacifiCorpPlacer County Water AgencyPortland General Electric

Hydro Ottawa Limited Hydro-Quebec Independent Electricity System OperatorLondon HydroManitoba HydroMaritime Electric/Newfoundland Power Nalcor Energy Churchill Falls National Research Council Natural Resources CanadaNew Brunswick PowerNewfoundland and Labrador HydroNewfoundland PowerNewmarket-Tay Power DistributionNorthwest Territories Power CorporationNova Scotia PowerOakville Hydro Electricity DistributionOntario Power Generation Rio Tinto Alcan Saskatoon Light & PowerSaskPowerSuncorToronto Hydro-Electric SystemTransAltaYukon Energy

Landsvirkjun

Electricity Supply Board

Environment AgencySevern Trent Water

Electricité de FranceSHEMRTE France

ELIA

Hydro TasmaniaPowerlink QueenslandSnowy Hydro

Genesis EnergyMeridian EnergyMercuryTranspower New Zealand

EnergiforskVattenfall AB

Fortum Generation AB

Israel Electric Company

TEPCO Power Grid

Ghana Grid Company

Uniper Energy

Korea Hydro and Nuclear Power

PSEG Long Island Power Authority Public Service Electric and Gas Company Puget Sound EnergySacramento Municipal Utility DistrictSalt River ProjectSan Diego Gas & Electric CompanySeattle City LightSeneca GenerationSnohomish County Public Utility DistrictSouthern California EdisonSouthern CompanyTacoma Power Tennessee Valley AuthorityTrans Bay CableTri-State Generation and Transmission AssociationTrustPowerTucson Electric PowerTurlock Irrigation DistrictU.S. Army Corps of EngineersU.S. Bureau of ReclamationU.S. Department of EnergyVELCOWestar EnergyWestern Area Power Administration (WAPA)Yuba County Water Agency

Alberta Electricity System Operator (AESO)AlectraAltaLinkATCO ElectricBC HydroBrookfield Renewable PowerCapital Power CorporationCity of Medicine HatColumbia Power CorporationEnbridge Gas DistributionEnergy Efficiency Alberta ENMAX Corporation EnWin UtilitiesEPCORFortisAlbertaFortisBCFortisOntarioGreat River HydroHydro One Networks

ELES d.o.o.

Red Electrica

PARTICIPATION MAP2020

Uganda Electricity Generation Company Limited

MEMBER ENGAGEMENT

A key benefit to program participation is the ability to leverage the experience and knowledge of the CEATI team and other ex-pert participants. CEATI facilitates on-demand networking and information sharing in the form of group-specific requests for information (RFIs), as well as face-to-face business meetings and conference calls with other members. All shared information and presentations are catalogued and made available on the MyCEATI Participant Portal.

Networking & Information Sharing

145 + Utility Members

Worldwide

CEATI offers technical training on focused topics ofhigh operational relevance to participants. Ourconferences, webinars, and technical seminars fosterprofessional development as well as technical skillsto a rapidly changing workforce. Past conferenceproceedings, training documentation, and webinarrecordings are made available through the MyCEATIParticipant Portal.

Technical Training

Industry benchmarking is a significant component of the CEATI program model, allowing participants to stay informed of the latest developments and emerging technical issues in the industry. CEATI provides a closed-door forum, allowing partici-pants to freely exchange information with other like-minded professionals and establish best in-dustry practices in an efficient and cost-effective manner.

Industry Benchmarking

Professional Networkof Utility & IndustryExperts

CEATI creates a

TOLAM MeetingVancouver, BC

Canada (2019)

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CEATI’s collaborative projects bring participating organizations, contractors, and consultants together to work across all phases of a project’s life cycle, from technical conceptualization to submission of final de-liverables. Participants are given the flexibility to only support projects that are relevant to their organiza-tion, meaning there is never a “black hole” where fund-ing is allocated. Furthermore, by splitting overall costs with other interested parties, these projects result in highly-leveraged funding opportunities. Participants can shape the scope of work to meet their needs, se-lect the contractor team, and act as project monitors to guide project development. Meanwhile, CEATI’s turn-key management system covers all aspects of the process, from project initiation to final deliverables.

Collaborative Projects

The MyCEATI website’s intuitive design and navigation allows program participants to quickly see upcoming events, easily access a list of reports and their statuses, as well as gain access to past conference proceedings, survey results, and webinar recordings. Designed to help ease the burden of information dissemination, all employees from participating utilities have access to the portal, providing direct access to the latest informa-tion. The portal also features an advanced search en-gine which ranks results based on relevancy scores and supplies only the most pertinent technical documents.

MyCEATI Portal & Electronic Library

MyCEATI Portal is a library of utility-driven

benchmarking reviews

information exchangestraining webinars

& custom sponsored reports

CEATI Programs offer unparalleled return on investment through a platform of collaborative learning and from understanding the past successes and errors of others; this is all done while addressing industry knowledge gaps through cost-sharing. CEATI’s highly leveraged projects are funded by world leading utilities, helping lighten the burden of undertaking the initiative alone.

Unparalleled Return on Investment

conference proceedings

THE VALUE IN PARTICIPATION

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CROSS UTILITY PROGRAMS ...........................................................................................................................................................................

Grounding & Lightning ..............................................................................................................................................................................

Protection & Control ....................................................................................................................................................................................

Station Equipment .......................................................................................................................................................................................

Infrastructure Protection & Security.......................................................................................................................................................

HYDROPOWER PROGRAMS ...........................................................................................................................................................................

Hydraulic Plant Life ......................................................................................................................................................................................

Hydropower Operations & Planning .....................................................................................................................................................

Dam Safety ......................................................................................................................................................................................................

Gates Task Force ............................................................................................................................................................................................

Penstocks Task Force ...................................................................................................................................................................................

GENERATION PROGRAMS ..............................................................................................................................................................................

Asset Management ......................................................................................................................................................................................

Strategic Options for Integrating Emerging Technologies ............................................................................................................

Thermal Generation .....................................................................................................................................................................................

TRANSMISSION PROGRAMS ..........................................................................................................................................................................

Transmission Overhead Line Assessment & Maintenance ............................................................................................................

Transmission Overhead Line Design & Extreme Event Mitigation .............................................................................................

Transmission Underground Cables ........................................................................................................................................................

Power Systems Planning & Operations ................................................................................................................................................

TRANSMISSION & DISTRIBUTION PROGRAMS ........................................................................................................................................

Vegetation Management ...........................................................................................................................................................................

Strategic Asset Management ...................................................................................................................................................................

DISTRIBUTION PROGRAMS .............................................................................................................................................................................

Distribution Line Asset Management ..................................................................................................................................................

Smart Grid ......................................................................................................................................................................................................

Power Quality & Advanced Technologies ............................................................................................................................................

UTILIZATION PROGRAMS ................................................................................................................................................................................

Demand Side Energy Management .....................................................................................................................................................

SUPPLEMENTARY PROGRAMS .......................................................................................................................................................................

Women in Power ..........................................................................................................................................................................................

Senior Leaders Council ..............................................................................................................................................................................

Young Professionals ....................................................................................................................................................................................

Health & Safety Interest Group ................................................................................................................................................................

Research & Development Coordination Committee ......................................................................................................................

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PROGRAMS SUMMARY

GROUNDING & LIGHTNING PROGRAM Program OverviewThe Grounding & Lightning Program (GLP) takes a broad-spectrum view providing clarity and understanding to grounding-and lightning-related topics. The group is a consortium of international electric power utilities with several common goals, which include benchmarking, sharing information and knowledge on grounding and lightning protection of T&D power systems, and expanding industry knowledge through studies, applied R&D, and the development of standards and guides.

Topics & Issues• Lightning Protection and Performance• Substation Grounding• Personal Protective Grounding (PPG)• Distribution and Transmission System

Grounding• Copper Theft from Grounding Systems• Pipelines Located near Transmission and

Distribution Lines and StationsGrounding and lightning issues continue to be an important area of development for the industry. New and better ways to design, construct, and test grounding and lightning protection

11th Annual Grounding & Lightning Conference

systems are continuously being developed in order to meet higher standards and changing industry demands.

2019 Highlight Projects

Mitigating Step/Touch Safety Issues Associated with Buried Metal Objects near SubstationsElectric utilities have little control over a municipality’s placement of infrastructure, and proximity to equipment with high GPR can be a challenge, as metal objects buried close to substations (sign posts, street lights, fences, etc.) can present step/touch voltages hazards. Test methods to identify hazardous locations and determine options for mitigation are required. This work proposes and quantifies the efficiency of such mitigation options.

2019 Collaborative Projects• Gradient Control around Bucket Trucks and

Line Stringing Vehicles • Guidelines for Grounding of Customer

High-Voltage Installations • Mitigation Step/Touch Voltage Safety

Issues Associated with Buried Metal Objects near Substations

• Grounding of Concrete Walls and Foundations

Grounding of Concrete Walls and FoundationsGrounding is used to limit voltage imposition on components to protect against lightning and stabilize the electric system during operation. Appropriate grounding system design is critical, as any malfunction leading to failure can put the safety of equipment and personnel at risk. Reinforcing steel in a concrete foundation - otherwise known as an Ufer grounding system - may be used for this purpose. This work reviews the need for the grounding of foundation and fencing and reports on grounding methods currently in use, determining their applicability to substations.

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Guidelines for Grounding Customer High-Voltage InstallationsAlthough approval may be the responsibility of the utility, the electrical inspection authority, or both, design of high-voltage substations tends to be realized by independent consultants/contractors. Some utilities may have published design guidelines which include grounding and ground potential rise (GPR), while other may be vague or even nonexistent; in such cases, interpretations may be ambiguous or improperly applied. This work recommends guidelines for the grounding of high-voltage installations to be adopted by utilities, consultants, and inspection authorities.

GLP

2020 Projects under Consideration

Guideline for Grounding Steel PolesMany in the industry have begun using steel as an alternative to wood for utility poles due to the former material’s increased durability, reliability, and sustainability. As a result, in consideration of worker and public safety, there is a greater need to identify installation and maintenance challenges, of which effective grounding plays a key role. This work consists of a literature review and utility survey intended to address concerns with the installation and grounding of steel poles.

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Technical AdvisorMr. John Williamson is a professional engineer with 36 years of experience in the electric utility industry at New Brunswick Power. He specializes in lightning protection and grounding system design. He received his bachelor’s degree in Electrical Engineering in 1974 from the University of New Brunswick. Mr. Williamson instigated the creation of the GLP in 2009.

2020 Highlighted Projects• Guidelines for Grounding Steel Poles • Determination of Transmission Tower

Footing Resistance Target • Harmonics as a Source of Stray

Voltage on Distribution Systems • Ground Potential Rise Effect Along

Distribution System Feeders • Guidelines for Grounding Stations

and Lines in High Resistivity Earth Conditions

• Condition Assessment of Counterpoise Installations on Transmission Lines

Condition Assessment of Counterpoise Installations on Transmission LinesCounterpoise is a network of horizontally-buried grounding conductors bonded to the tower footings of transmission lines. This project will investigate the effectiveness of counterpoise in differing soil conditions and configurations.

Determination of Transmission Tower Footing Resistance TargetAs the criteria for determining transmission line ground resistance/impedance is not fully understood, this work undertakes a thorough investigation of the rationale for such targets.

Supported by over 30 member utilities, the 12th annual Grounding & Lightning Conference brings leading subject-matter experts together from around the world, providing an exceptional opportunity for networking with consultants, manufacturers, and representatives from electric utilities. This conference is an open forum for information exchange, technical presentations, and training. Discussions and presentations will address many overarching themes to the benefit of attendees. It will take place September 29 -30, 2020 in Phoenix, AZ.

12th Annual Grounding and Lightning Conference

PROTECTION & CONTROLProgram OverviewThe main objective of the Protection & Control (P&C) program is to bring industry professionals together to identify, discuss, and develop solutions to common – as well as new and emerging – issues, by creating networking opportunities for utilities concerned with the application, optimization, and innovative use of P&C technologies in their power systems. It also serves as a forum for identifying knowledge gaps and providing guidance on future research and technology development initiatives, as well as a platform for collaborative projects.

Topics & Issues• Management: Assets, Strategies, Planning,

Training, and Processes• Testing, Maintenance, and Commissioning• Designs, Standards, Philosophies, and Good

Utility Practices • Automation, Digital Stations, and Smart Systems • New and Emerging Protection Technologies • P&C Compliance, Cyber Security, and Case

Studies

2019 Highlight Projects Setting and Verification of Power System Stabilizers as Part of Generator Excitation Control SystemsFrequency swings in power systems can result in different modes of oscillation, the restoration of which requires Power System Stabilizers (PSS). While an appropriately adjusted PSS can offer significant improvements to the damping of power system electromechanical oscillations, inappropriate adjustments can exacerbate oscillations. Establishing the proper settings for and monitoring performance of PSS is important for reliable operation of generating units. Existing industry work does not provide a focused, practical context for application to hydroelectric power plant operation. This project offers a technical review of topics related to PSS as part of generator excitation control systems, serving as a practical reference for P&C specialists, reliability compliance, and management professionals.

Challenges with Increased Penetration of Inertia-Less Intermittent Distributed Generators – PHASE IRenewable energy generation systems - especially wind and solar photovoltaic (PV) - are witnessing an increase in prevalence. Despite offering a source of clean energy, these systems (being largely inverter-based) are intermittent in their power output due to variations in wind flow and solar irradiance and lack the equivalent inertia of synchronous generators, introducing challenges to both system frequency regulation and P&C measures. Developments in power electronic controls and smart inverter functions offer wind turbines and solar inverters the ability to emulate the inertial and primary frequency response of synchronous generators. This capability can be further enhanced if equipped with energy storage. This project focuses on the P&C issues related to frequency regulation with inertia-less inverter-based wind and solar power systems, as well as issues with intermittent generators during reverse power flows in microgrid environments.

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2019 Webinars• Use of Intelligent Single-Phase Reclosers for Fuse

Saving Operation to Improve Distribution System Restoration and Reliability

• Utilizing LiDAR to Validate Protection Models• Study Cases Demonstrating the Applications and

Benefits of Using Real Time Simulators for Protection System Testing

• History of Cyber Attacks • GMD/GIC Mitigation Technology

Mr. John Ciufo is a professional electrical engineer with over forty years of utility experience in areas such as protection engineering, smart grid, asset management, development strategies, policies, functional and design standards, regulatory compliance, and cyber security. He has held leadership roles at the Northeast Power Coordinating Council (NPCC) Task Force on System Protection, as well as the North American Electric Regulatory Corporation (NERC) System Protection and Control Subcommittee.

Technical Advisor

P&C

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6th Annual Protection & Control Conference

2020 Highlighted Projects Digital Substation HandbookThe Bulk Electric System (BES) is in the midst of a reformation to modernize and digitalize the grid, and central to this outcome is the introduction of the digital substation. Over the course of nine informational webinar sessions and the development of an associated handbook, an understanding of the key principles and foundation of IEC 61850 will be developed, and recommendations for best practices deploying digital substations determined. Lessons learned from past related projects will also be documented.Development of a Protection Standards Framework Guide The application of industry standards is prevalent throughout the industry, having contributed to a wide array of technological advancements. Utilities have been developing asset-specific standards for some time; however, an increasing number have realized the benefits of standardization and are beginning to incorporate their own entity-based application standards. This work will develop a guideline to be used to create company-specific protection application standards. This guideline will contain an example standard that can be used to further support the development of in-house standards.

Development of Protection Self-Training ModulesIt is estimated that roughly half of the engineers currently in the power and energy sector will depart or retire in the next five years, leaving the industry with a shortage of qualified personnel. To address this forecasted deficiency, these protection training modules promote the acquisition of knowledge and skills to make protection design decisions which appropriately balance security with reliability.

Conference Sessions1. Innovative Approaches to Optimizing Protection System Design, Maintenance, and Replacement 2. Enhanced Utilization of Modern Digital Relay Capabilities for Smart Grid Applications3. Technologies and Techniques for Improved Integration of Distributed Generators and Microgrids4. New Power System Protection, Control, and Communications Systems Technologies5. New and Emerging P&C Technologies for Hydroelectric Power Generators

7th Annual Protection & Control Conference

April 9-10, 2019 in Los Angeles, CA

Conference Sessions1. Automation and Digital Solutions2. New & Emerging Technologies3. Protection Systems: Design & Maintenance 4. Protection & Control Compliance and Industry Standards5. Protection & Control in Generation 6. Wildfire Mitigation

The 7th Annual Protection & Control Conference will encompass several fields of study identified by members of the CEATI P&C program.

STATION EQUIPMENT PROGRAMProgram OverviewThe mission of the Station Equipment Program (SEP) is to address shared experiences and lessons learned regarding the life cycle management of station assets – including purchasing (specifications, quality control, etc.), design, installation, commissioning, maintenance, and operation – as well as disposal and planning for future changes and trends in the utilities industry. The group assists in maximizing the safety, reliability, and efficiency of station assets while minimizing costs, complying with applicable regulations, laws, and industry standards, and producing required reporting for applicable authorities.

Target Audience: Station design, maintenance, planning, and standards engineers and managers

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Topics & Issues• Innovation and Design • Maintenance Practices• Condition Assessment and

Monitoring• Risk Management

Working Groups

• Maintenance procedures, strategies, and policies for GIS apparatus• Condition assessment of GIS stations and equipment• Service continuity issues – adjustments of technical specification• Improvements in SF6 leak detection and mitigation• Developments, advancements, and improvements from earlier

versions of GIS technologies

Gas Insulated Station

• Risk management• Spare parts and sources• Maintenance and condition assessment• Treatment of power electronics equipment to maximize

reliability and monitor performance

HVDC & FACTS

• Design for resiliency against natural disasters• Use of microgrids for substation support• Redundancy in substations• Impact of distributed generation on substation

structures

Substation Design

2019 Projects & Activities• Station Battery Condition Assessment for NERC PRC005-02 Compliance Using Automated Remote Monitoring

Technologies• Development of Reference Standard of RCM Worksheet for Substation Assets• Arrester Temperature Monitoring System Development and Potential Commercialization• Asset Intelligence for Root Cause Failure Analysis• Guide for Condition Assessment of Service Aged Power Transformers Using Dielectric Frequency Response

2019 Spring Industry Conference – Data Analytics and Performance & Diagnostics CentreThis conference 1) identified opportunities to improve diagnostic abilities to increase station reliability and resiliency 2) examined methods and trends in failure analysis to address performance gaps and prevent repeat occurrences and 3) gathered information on the techniques, technologies, and tools employed in analyzing the performance of substation assets.

SEP

• VR and 3D design in substations• Creative use of microgrids, smart systems, and energy storage projects• Machine learning and utilization of AI and other data science tools• Advanced statistics and trend analysis• Advanced monitoring and inspection techniques using drones and robotics• Improved physical and cyber security measures• New material or insulation medium for HV switchgear

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2020 Projects in Development• Gas Insulated Substations: Design, Commissioning, and Maintenance Practices• Investigating a Method for Online Monitoring of Substation Grounding Grid Impedance• Optimal Practices for Substation Maintenance• Innovation and Development of Substations• Automated Continuous Thermal Imaging, Remote Thermal Infra-Red, and SF6 Gas Leak Monitors

Topics & Issues

Stations 2020 Fall Conference: Insights into Technology and Application Innovation in Substations

Conference Themes:

This conference will explore technological developments and innovative applications enabling enhanced maintenance, condition assessment, and informed decision-making in utilities, with an aim to facilitate changing traditional methods of constructing, maintaining, and operating substation equipment while improving efficiency, safety, and reliability of operation.

Technical AdvisorMr. Richard O’Callaghan, PE, is a graduate of Grove City College and a registered Professional Engineer in the State of Pennsylvania. Rick worked for FirstEnergy Corporation for 40 years, filling various technical and leadership

roles in both regional operations and engineering. Rick retired from FirstEnergy as Director, Substation and Transmission Line Engineering. This group focused on the design, standards, material specification and regulatory siting in support of the completion of the capital portfolio. Rick and his family reside in Aurora, Ohio.

INFRASTRUCTURE PROTECTION & SECURITY INTEREST GROUPProgram OverviewThe Infrastructure Protection and Security Interest Group (IPSIG) is a technical forum for utility personnel tasked with the physical and cyber security of generation, transmission, and distribution assets. The program includes both a strategic component – with a focus on security program design, implementation, operation, evaluation, and improvement and a tactical component, which enables rapid exchange of information and intelligence on an ad hoc basis.

Target Audience: Physical and cyber security specialists, managers, and directors; Facility managers; IT managers; Compliance managers; Engineering managers

Physical Security• Frameworks• Maturity Matrices• Securing Remote Sites• Access Control • Fencing • Key Management• Copper Theft• Cameras and Detectors• Drone Threats and Mitigations

Cyber Security• 3rd Party Risks• Communications Security• Malware Threats• SCADA Vulnerability Breaches• ICS/OCS Security• Cloud Computing • Social Media• Security Information and Event

Management (SIEM) tools

Mixed• Physical/Cyber Convergence• Fusion Centers• Insider Threat• Compliance• Crisis Management• Asset Management• Dashboards• Staffing and Retention• New Technologies

Technical AdvisorsMr. Scott Webber graduated from Indiana University with a BA and MA in Criminology (the latter with a Security Management concentration). Mr. Webber had 30 years of experience in various utility physical security leadership roles while employed at Allegheny Energy, FirstEnergy, and Duquesne Light Company. During his tenure at Allegheny Energy, Mr. Webber chaired the Edison Electric Institute Security Committee from 2007–2009 and served on the Leadership Committee from 2009–2012, as well as on the NERC CIPC Executive Committee from 2007–2009.

Mr. Don Burlack has over 37 years of experience in the telecommunications and electric utility industries, with almost 30 of those directed towards computer science and information systems security. He was the Senior Systems Security Director at SaskTel, responsible for the creation, implementation, and management of the company’s operational and corporate cyber security program. At SaskPower, he held the position of Supervisor - Cyber Security, and was responsible for implementation and management of the enterprise cyber security program. Mr. Burlack has served

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2019 Event Highlights

• The Role of Safety and Security in Emergency Management, and Understanding the Cost of an Incident (joint session with DSIG)

• Strategic Information & Operations Centers (SIOC)

Spring General Meeting

• Lessons Learned from Creating a Joint Cyber/Physical SOC• Access, Intrusion Detection, and Surveillance (RAIDS) Program Overview

Fall General Meeting

as an Auxiliary Constable within the Technological Crimes Section of the RCMP and has led ethical hacking classes as an instructor for the EC-Council.

IPSIG

Information Exchange TopicsMembers may submit a request for information (RFI) to the group to receive timely and in-depth guidance from their peers on issues of importance. A summary of responses is compiled by CEATI and sent to all respondents. The RFI process is a valuable tool for individuals looking for information to support their decision making, as well as for the group at large, as an informal benchmarking exercise. Examples of RFIs include:

• Security Fences: Specifications and Standards• Cyber and Physical Security Personnel Benchmarking• Organizational Overview of Security Governance and Management• Asset Management and Budgeting in Security• 3rd Party Cyber Security Supply Chain Risk Management• Insider Threat Programs

2020 Planned Initiatives

2020 Highlight ProjectPhysical Security Maturity Matrix – Version 2The Physical Security Maturity Matrix (PSMM) identifies the key attributes that should be addressed in order to create and maintain an effective physical security program within an electric utility. The PSMM enables utilities to perform self-evaluations in order to identify weaknesses and gaps. Through meetings with PSMM users, participants can benchmark their security programs against the industry. These metrics help IPSIG members communicate the overall – and relative – strength of their security programs to upper management, and help justify expenditures to improve their security posture.

Operational Security Working Group (OSWG):The Operational Security Working Group (OSWG) provides a forum for IPSIG members to discuss immediate challenges and solutions related to security programs and operations. Conference calls are scheduled on an ad hoc basis to convene key utility personnel directly engaged with specific topics to maximize session value. Examples of topics discussed include:• Iran Threat Update• Asset Management in Security• Insider Threat Programs• 3rd Party Security• Glossary of Terms for the Security Sector

Managing Cyber Security Risk and a Review of Protocols Used in Distributed Energy ResourcesDistributed energy resources (DERs) have introduced edge of grid (EoG) devices with an increased likelihood of cybersecurity incidents, which can result in degraded reliability and compromise system/information integrity. This project will provide an overview of systems, networks, and accessory diagnostics/health check equipment associated with the DER facilities connected to the power system, and provide detailed descriptions of the communication standards and protocols used (including DNP3). Emphasis will be placed on electronic components (inverters, backup storage, sensing/measurement devices, HMIs, etc.) used in DERs. The report will include an analysis of the cybersecurity strengths and weaknesses of the various protocols used by DER equipment/systems and mitigating solutions, with ultimate focus on the cybersecurity risks these pose.

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2020 Planned InitiativesOperational Security Working Groups (OSWG):• Quarterly Resource and Threat Sharing• Database of Technology/Product/Service (TPS) Providers• Managing Cyber Security Risk and a Review of Protocols Used in Distributed Energy Resources

HYDRAULIC PLANT LIFE INTEREST GROUP Program OverviewThe goal of CEATI’s Hydraulic Plant Life Interest Group (HPLIG) is to develop and advance the cost-effective hydraulic generation-related resources of expertise, leading edge technology, and operational and maintenance knowledge. This is achieved through the interactive and collaborative participation of a wide community of knowledgeable participants, including utilities, independent power producers, and other agencies. The hydropower industry’s community will augment the program as HPLIG undertakes participant-approved technological and management initiatives to capture improvement opportunities. Target Audience: Hydropower plant managers; Engineering and operations directors; Mechanical and electrical engineers and engineering managers

Topics & Issues• Hydropower Technologies• Condition Assessment and Inspection

Guidelines• Maintenance and Reliability

Performance• Workforce Productivity and Safety• Environmental Performance• Regulatory Affairs

10th Annual Hydropower ConferenceConference Themes:

HPLIG hosted a two-day workshop, inviting representatives from Andritz, GE Renewable Energy, and Voith Hydro to present on the following topics:

Fall 2019 Technical Workshop: OEM Interface

1. Improving Quality and/or Timeliness of Supplied Goods 2. Improving Maintenance with Design 3. Increasing Operating Range and Robustness of Francis and

Propeller Turbines

This signaled the start of an ongoing dialogue between original equipment manufacturers (OEMs) about future work, and topics for further discussion were identified. HPLIG will hold a second OEM workshop in September of 2020 in Seattle, WA.

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2019-2020 Ongoing Projects

• Operation of Hydro Generators with Bypassed Stator Coils

• Hydro Generator Stator Winding Flammability Study

• Best Practices in the Design, Operation, and Maintenance of Spillway Gates in Northern Climates

• Commissioning Guide for Hydroelectric Stations Auxiliary Systems and Equipment

• Best Practice Guide for Maintaining Hydro Generating Station Power System Electrical Connections

• Guide to Ensuring Quality for Manufacturing and Installation of Hydroelectric Plant Equipment, Part II: Equipment Application

• Establishing a Standard Methodology to Evaluate Start/Stop, Cycling Costs, and Impacts

• Hydraulic Generation Stations Machine Condition Monitoring and Control Equipment

Technical AdvisorMr. Alastair Wilson graduated from the University of Strathclyde with a bachelor’s degree in Mechanical Engineering and post-graduate diploma in Industrial Management. He has over 40 years of experience in the operation and maintenance of hydroelectric generating

stations. During his career with Ontario Hydro (now OPG), he was responsible for a wide range of technical and asset management work programs. As the director of business support for the hydro-electric group, he took charge of business and life cycle planning, as well as benchmarking performance assessment.

1. Maintenance of Asset Needs vs. Options2. Trends in Failure Analysis3. Failure Analysis: Root Cause and Symptoms4. Performance Analysis & Diagnostics

HPLIG

• Bridging the Gap between Asset Management and Maintenance Planning

• hydroAMP Governor Training Webinar

2019 Featured Webinars

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2019 Highlight ProjectsBest Practice Guide for the Operation and Maintenance of Cranes and Lifting Equipment Effective crane and hoist maintenance programs may be challenging for utilities to execute due to variations in asset value and life cycle. Critical asset failure may result in delay, damage, or safety issues. Best practices regarding maintenance methodologies, training, operations, maintenance, condition assessment, and equipment modernization are described in this guide, offering utilities the expertise to customize their workflows based on the examples included. Its distinction from previous guides lies in its focus on crane and hoist life cycles, information for which was collected from survey respondents operating and maintaining a combined total of 4500 cranes and hoists.

Quality assurance is a means of preventing defects during the manufacture and delivery of products to customers. This guide serves as a foundation for quality programs concerning the supply and installation of hydroelectric plant equipment. Divided into two parts, the first describes the need for a quality program, justifying its cost and assisting in building a business case for such an implementation. The second part, currently underway, will elaborate on the principles of Part 1, offering guidance specific to each major part of electrical and mechanical equipment. Best practices concerning inspections and tests are also included.

2020 Highlight Project

Focusing on turbine and insulating oils, this investigation will produce a set of standardized tests for the evaluation of more environmentally acceptable (EA) hydraulic oils. The testing plan will ensure that the performance of different oils be compared based on physical, chemical, and environmental, as well as dielectric and electrical, properties. No oils will be tested during this project, but a subsequent phase is currently under development to proceed with testing using this plan.

Guide to Ensuring Quality for Manufacturing and Installation of Hydroelectric Plant Equipment – Part I

2020 Collaborative Projects• Bushings and Seals Best Practices• Gates Inspection and Maintenance Guide (GTF)• Hydraulic Generating Station Balance of Plant

Maintenance Catalogue (joint HPLIG/AMIG project)• Technical Specification Guides to Support the

Procurement of Major Hydraulic Plant Equipment • Hydro Training for Engineers• Environmentally Acceptable Oil Test Program• Update of HPLIG Report #0354: Mechanical

Overhaul Guide

11th Annual Hydropower Conference: Case Studies of Implementing New Technologies in Hydropower

• Value and Flexibility of Hydropower in Grid Dispatch and Reliability

• Learning from International Experience, Best Practices, Incidents, and Failures

• Hydro Equipment Reliability

Conference Themes:

Testing Plan for Environmentally Acceptable Hydro Plant Oils

• Start/Stop Cost Working Group• Energy Imbalance Market (joint

HPLIG/HOPIG working group)• Dissolved Oxygen Working Group• NERC GADS Working Group• hydroAMP Program Management

Steering Committee

Working Groups

HYDROPOWER OPERATIONS & PLANNING INTEREST GROUPProgram OverviewThe Hydropower Operations and Planning Interest Group (HOPIG) is a collaborative science- and technology-focused program designed to assist hydropower and related industries in their ongoing efforts to improve water utilization, meet regulatory obligations, and foster acceptance of hydroelectric projects and operations. The program focuses on core functions related to hydropower operations and planning, including meteorology and hydrology, data acquisition, validation and dissemination, watershed management, and decision support systems.

Topics & Issues• Planning, Operation, Outage and Risk Management• Power Production Planning• Data Acquisition, Validation, and Dissemination• Meteorology and Hydrology• Watershed Management• Integration of Non-Dispatchable Resources

Target Audience: Water resources engineers and managers; Operations and Planning Managers; Hydrologists and Hydrology Managers; Forecasters and forecasting managers; Energy analysts and traders; Outage planners and managers

10th Annual Hydropower Conference


Conference Themes:

2019 Highlight Ongoing Projects Hydropower Training Project Phase II Phase I of this technology review comprised two training

Review and Recommendation of Hydrologic Forecast Verification Strategies and Methods Forecast verification is the validation of the predictive power of model forecasts, which requires a strong understanding of the decision context, verifying observations, available metrics, and associated software tools. Any developed verification strategy needs to be commensurate with levels of staff expertise and complexity of forecasting systems available. The project consists of the develops a framework allowing users to develop a forecast verification strategy suitable to their organizational needs. This will be realized through a review of currently available verification techniques, as well as a discussion on metrics for probabilistic versus deterministic verification.

modules: 1) General Features and Role of Hydropower Projects and Systems and 2) Load Resource Analysis. In the same vein, Phase II offers two subsequent modules with which employees may be trained: 3) Operating Objectives and Principles for Water Management, and 4) Hydrologic Data. These PowerPoint modules are designed to be easily adaptable (to accommodate users with differing levels of expertise) and customizable to organization and timeline.

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Mr. Charles Bach received his bachelor’s degree in Atmospheric Sciences & Mathematics from SUNY Albany, and his master’s degree in Meteorology from Florida State University. He worked at the Tennessee Valley Authority for 36 years. Mr. Bach has been involved with the CEATI HOPIG since 2004, helping to lead and direct several initiatives, including the Hydro Operations and Planning Benchmark and the Dissolved Oxygen Working Group.

Technical Advisors

Mr. Marcel Paul Raymond holds a master’s degree in Computer Science and Operations Research from the University of Montreal. He worked at Hydro-Québec for 32 years. After his retirement in 2009, Mr. Raymond has become an energy consultant. He has been consulted on matters related to hydroelectric projects in Lower Churchill and Labrador in Canada, and Three Gorges in China.

HOPIG

Working Groups1. Energy Imbalance Market (EIM)2. Climate Change Adaptation3. Inflow Forecasting

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• Streamflow Assessment Toolkit for Changing Conditions • Estimating Inflows and Associated Uncertainties (joint DSIG/

HOPIG initiative)• Competition for Emerging Inflow Forecast Technologies• Hydropower Training Project Phase III – Modules 5 and 6

2020 Collaborative Projects under Consideration

2020 Highlight Project Under DevelopmentEstimating Inflows and Associated UncertaintiesDam and hydroelectric plants owners face the challenge of meeting operational and safety requirements at an optimal cost. The operation of hydropower facilities involves consideration of many diverse, often divergent interests, including safety, power generation, flood and drought prevention, low flow augmentation, navigation, recreation, and water supply. Accurate and reliable inflow forecasting tools are critical for operators to balance competing interests and make informed decisions on the efficient use of water resources at their facilities. Understanding the uncertainties of inflow forecasting will increase the efficient use of water resources and allow for better dam safety analysis. This study first reviews and documents existing and emerging techniques and methods (both deterministic and probabilistic) to estimate inflows. The second – and primary – focus is to review current evaluations of the uncertainties of inflow, including what uncertainties to consider, how to calculate these uncertainties, and what their impacts are, along with how to communicate these uncertainties and their impact to stakeholders, upper level management, and staff.

11th Annual Hydropower Conference: Case Studies of Implementing New Technologies in Hydropower

• Value and Flexibility of Hydropower in Grid Dispatch and Reliability

• Learning from International Experience, Best Practices, Incidents, and Failures

• Hydro Equipment Reliability

Conference Themes:

Previously Completed Work Outage Planning Maturity Matrix: Methods and Processes for Minimizing Monetary Impacts from OutagesAimed at outage planners, this tool allows utilities to evaluate the effectiveness of their program against industry practice and plot future improvements to be undertaken. Using this tool aids members in identifying methods and processes which can be used for decreasing outage costs, providing meaningful and efficient performance measures, and enhancing communication between operations, maintenance, and management.

Hydropower Operations and Planning Maturity MatrixSimilar to the Outage Planning Maturity Matrix, this tool provides a comprehensive framework to assist participants in optimizing the monetary impacts of their hydropower operations and planning activities in the management of their generation assets. By using this matrix, organizations can obtain a clear picture of their strengths and weaknesses compared to industry practice, enhance cross-unit communication, and develop communication strategies for senior management to transmit the future developments and projects necessary to improve all areas of operations and planning.

DAM SAFETY INTEREST GROUP Program OverviewCEATI’s Dam Safety Interest Group (DSIG) consists of 65 participating utilities located worldwide. Established in 1996, the DSIG is a collaborative, science and technology-focused program designed to assist dam owners in their ongoing efforts to improve the safety of dams. This includes public and asset protection, as well as meeting regulatory requirements. The goal of the DSIG is to develop and make available cost-effective dam safety tools, expertise, leading edge technologies, and operational information through the interactive collaborative participation of a wide community of knowledgeable utilities, independent power producers, and government agencies.

Target Audience: Chief Dam Safety Engineers; Civil Engineers; Engineering Managers; Directors

Topics & Issues• Investigation and Analysis• Instrumentation and Monitoring• Performance Assessment• Risk Management• Dam Safety Training• Operation and Maintenance• Dam Safety Program Management and

Performance Measures• Regulatory Issues• Design and Construction

• Seismic• Failure Modes• Emergency Action Planning• FERC Licensees• Coal Combustion Residuals• European

Working Groups

2019 Projects and Activities

The DSIG held a workshop on the topic of potential failure mode analysis (PFMA), the purpose of which was to review and discuss the findings of the Oroville spillway incident’s independent forensics team report in regard to the processes involved with PFMA, as well as to brainstorm opportunities for process improvements and next steps in the evolution of risk analyses for dam safety. The workshop was facilitated by Stephen Rigbey and included presentations from several DSIG members, as well as time for focused breakout groups to discuss the PFMA process and potential improvements to be made.

10th Annual Hydropower ConferenceConference Themes:

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• Hydrometeorological Data and Information Portal • EAP Working Group Webinar: Emergency Management for Dam Safety• Integration and Coordination of Dam Safety Assets and Processes into

the Overall Asset Management System• Dam Safety Maturity Matrices Training Webinar

2019 Featured Webinars and Information Exchanges

Technical AdvisorMr. Bruce Muller graduated with a Bachelor of Science in Civil Engineering from Purdue University and earned his Master of Science in Civil Engineering/Water Resource Management from Colorado State University. He has a broad background in water resources engineering and management. He has worked closely with the Department of the Interior and Reclamation’s

Regional Directors to implement risk reduction and public protection actions at Reclamation facilities.

Failure Mode Workshop

Failure Mode Workshop

Floating Debris Management


DSIG

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2019 Highlight ProjectsDam Safety Essentials for EngineersBuilding on - but distinct from - CEATI’s Dam Safety Inspection Procedures, Guidance and Training for Plant Operators training materials, the Dam Safety Essentials Guidance and Training for Engineers guide offers dam owners and engineering/technical personnel the framework and necessary resources for dam safety training. The information supplied addresses the needs of less experienced engineers requiring in-depth understanding of the essentials of dam safety. Both a guidance document and training materials were developed for this purpose. The former is a standalone guidebook providing introductory information on foundational dam safety topics, whereas the latter consists of two e-learning modules and associated materials that may be used as-is or customized by an owner to support delivery of a one-day workshop concerning common potential failure modes, surveillance and monitoring, and incident response.

The initial version of the Dam Safety Maturity Matrix (DSMM) was published in 2014, and had been used extensively by DSIG members over the next five years, with their learnings and refinements (as well as industry developments) were collected and synthesized. This consolidation effort resulted in the DSMM Version 2 (“the matrices”), developed to evaluate the effectiveness and maturity of owners’ dam safety programs against best practices in the industry. The primary benefit yielded by use of the matrices is an improved understanding of the owner’s dam safety program and its effectiveness. The process it advocates concerns the evaluation of each element of the program’s maturity, leading to the subsequent prioritization and planning of related improvements. Later, this process can be repeated to determine progress. The matrices were applied by utilities across North America and Oceania to evaluate their own dam safety programs, and these experiences are included as case studies.

Dam Safety Maturity Matrices – Version 2

2020 Collaborative Projects• Guidance on the Seismic Analysis of

Concrete Dams• Best Practices for Inundation Mapping• Best Practices for Assessment of

Existing Spillways• Enhanced Surveillance and Monitoring

Techniques for Concrete Dams• Hydrometeorological Data and

Information Portal for Use in Probabilistic Flood Hazard Assessments

2020 Highlight ProjectsIce Loads on DamsVery large ice loads tend to be determined using severe values for all calculation inputs, but this method is not ideal, as it can lead to unrealistic outcomes, unnecessary actions, and extra costs. This project focuses on establishing realistic values for extreme ice loads on dams, piers, spillways, gates, and stoplogs.

Dam Safety Essentials for EngineersThis work facilitates an Owner’s Dam Safety Program (ODSP) audit using the recently published Dam Safety Maturity Matrices (DSMM). It includes the development of an audit database to analyze findings and allow for ongoing benchmarking practices for electric utilities.

11th Annual Hydropower Conference

GATES TASK FORCEProgram OverviewThe Gates Task Force (GTF) is an owner-driven joint initiative between the Dam Safety Interest Group (DSIG) and Hydraulic Plant Life Interest Group (HPLIG), providing a platform for best practices and technical exchange as well as identifying, reviewing, evaluating, and pursuing R&D prospects. Members of the DSIG and HPLIG may assign representatives to participate in the GTF. The scope of the GTF covers gate systems controlling both generation flows (upstream of turbines) and non-generation spills (environmentally- or dam safety-related).

• For generation: intake (head) gates, penstock inlet valves, turbine inlet valves, and pressure relief valves (wicket gates, rupture discs, air inlet valves, and trashracks are excluded)

• For non-generation: spillway gates, low-level gates, hollow cone valves, and stoplog or flashboard controlled openings (civil structures such as debris booms, spillway chutes, and piers are excluded)

The group defines systems as sets encompassing equipment, software, people, procedures, feedback, and all other elements necessary to ensure the integrity of the water conveyance processes at a hydropower facility.

The group defines equipment as including not only the gate structure, but also reservoir level monitoring, telecommunications, power, control, protection, drive, hoists, embedded parts, bubbler systems, etc.

Topics & Issues• Seismic Analysis of Gates • Cleaning and Coating of Gates • Inspection, Condition Assessment

Methods and Strategies• Testing Protocols and Fitness for Service

Evaluation Criteria• Maintenance• Instrumentation and Monitoring• Regulatory Compliance• Failure Modes

2019 Annual MeetingThe GTF Annual Meeting in Niagara Falls, ON featured a tour of OPG’s Adam Beck Generating Station. Topics of interest identified and discussed at the meeting included:

• Design requirements for new gates• Decision-making for refurbishment vs. replacement• Maintenance and testing guidelines• Instrumentation and monitoring of gates• Decision-making criteria for hoist type• Alignment of mechanical and structural design• Water conveyance capacity vs. demand• Commissioning standards for gates• Greaseless bushing/bearing performance

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The group defines gates as including the following:

GTF

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2019-2020 Ongoing SurveyGate Refurbishment versus ReplacementThe first version of this survey was issued to the group in 2019, and 17 members responded with data on over 170 individual gates. The goal of the survey is to determine whether the majority of the group chooses to refurbish or replace gates, and what factors were taken into consideration when making this decision. Work will be done in 2020 to update the survey, clarify some questions, and collect more data from additional GTF members.

CEATI’s Gates & Penstock task forces at the OPG tour of the Adam Beck Generating Station in Niagara Falls

• Trunnion Friction Monitoring of Radial Gates

2020 Featured Webinar

• Instrumentation and Monitoring of Gates

2020 Projects under Consideration

2020 Highlight ProjectGates Inspection and Maintenance GuideThis project will develop an inspection and maintenance guide to aid in sustaining the health of existing gate structures, including the effective identification and correction of anomalies that may hamper reliable and safe flow shut-off and/or discharge capabilities. The guide will identify best practices with respect to:• Gate Instrumentation• Real-Time Gate Operational and Performance Monitoring• Potential Gate Failure Mode Assessments (PFMA)• Gate Risk Management Assessment, Condition Monitoring, and Preventative Maintenance & Justification for

Continued Operation (JCO)

PENSTOCK TASK FORCEProgram OverviewCEATI’s Penstock Task Force (PTF) is an owner-driven joint initiative between the Dam Safety Interest Group (DSIG) and Hydraulic Plant Life Interest Group (HPLIG), offering a platform for best practices and technical exchange, as well as identifying and pursuing potential R&D initiatives. Members of DSIG and HPLIG are encouraged to assign representatives to participate in the PTF.

Topics & Issues• Inspection and Maintenance• Coatings and Linings • Using Robotics for Inspection• Leak Detection Technologies• Design Requirements for New Penstocks

2019 Highlight ProjectPenstock InventoryParticipants are invited to submit information that will help users better understand penstocks, common industry practices, and proper maintenance. Data collected includes penstock age, size, location, material, manufacturer, designer, construction method, maintenance, failures or incidents, etc. Over 500 penstocks are currently listed in the inventory. Updates are made on an annual basis, and the results are always available to members of the PTF for reference.

Highlighted Projects Recently Completed

Penstock Inspection and Assessment Reference ManualVacuum-related failures, geotechnical issues, and deterioration are the most common causes of penstock failure, which may result in property damage, adverse environmental impacts, lost revenue, and even loss of life. These causes, however, can be minimized via enhanced industry understanding, data assessment, and improved operations and maintenance activities. This comprehensive assessment guide was developed with this purpose - to furnish utility inspection and maintenance programs with the information necessary to identify and integrate informed risk assessment and failure mode analysis for the hydropower industry. It is the amalgamation of two pre-existing publications (Guidelines for Evaluating Aging Penstocks, 1995; Guidelines for Inspection and Monitoring of In-Service Penstocks, 2000), enhanced with current and best practices into a single, all-encompassing reference manual for penstock asset management, monitoring, and surveillance.

Hydraulic Generating Station Penstock Maintenance and Repair Reference ManualDeveloping a standalone source of integrated hydropower information, this work initiated a comprehensive maintenance and repair guide for aging in-service penstocks. This aim is achieved via an enhanced understanding of risks and failure modes while offering guidance on maintenance and repair strategies, resulting in safer, more reliable operation of penstock systems. The feedback of a specialized group of subject matter experts, as well as a review of related case studies, reinforces these findings.

• Probabilistic Methods for Penstock Assessment

2019 Featured Webinar

• The PTF Annual Meeting in Niagara Falls, ON featured a tour of OPG’s Adam Beck Generating Station.

2019 Annual Meeting

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PTF

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• Penstock Coating and Lining Case Studies• Guidance on How to Select a Coating• Library of Penstock Inspection, Maintenance & Repair and Coating & Lining Case Studies

2020 Projects in Development

CEATI’s Gates & Penstock task forces at the OPG tour of the Adam Beck Generating Station in Niagara Falls

ASSET MANAGEMENT IN GENERATIONProgram OverviewThe generation arm of CEATI’s Asset Management Interest Group (AMIG) provides real-life examples and guidance to implement asset management in utilities generating electricity from hydraulic and thermal assets. AMIG covers the development of policies and strategies, risk methodologies, asset management plans, investment management, asset management software, and performance measures. The group considers input from all asset management standards and the diverse experience of international members to move asset management forward. Topics and projects are user-driven to provide value at all levels of asset management maturity. Target Audience: Generation Asset Managers

3rd Annual Asset Management Conference: Taking the Next Step in the Asset Management JourneyThis utility-driven conference featured presentations by utilities and industry experts on the themes of Change Management, Data and Asset Management Systems, Risk, and Key Performance Indicators (KPIs).

2019 Highlight ProjectsHydro Generation Guideline for Enterprise Risk ManagementRisk management is a foundational aspect of asset management and utility decision making. Several recognized standards report on best practices for the design of a framework; however, these standards are non-specific and fail to offer detailed guidelines for implementation. This project delivers the technical components of a risk management framework tailored to hydro generation, including guidance for identifying, evaluating, and addressing the main failure modes of plant equipment.

Asset Management Key Performance Indicators (KPIs) for Hydro Generation AssetsPerformance evaluation and improvement are crucial objectives of any asset management program, and Key Performance Indicators (KPIs) can be used to measure their achievement. Hydro generation asset owners in AMIG have recognized a need to develop a set of KPIs specific to assets. This project presents a list of KPIs to be used for benchmarking utility hydro asset performance. Benchmarking data is collected from an industry scan.

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• ISO 55002 • Bridging the Gap Between Asset Management and Maintenance Planning• Integration and Coordination of Dam Safety Assets and Processes into Overall Asset Management


Topics & Issues• Risk Methodology Development and Implementation• Whole Life Cycle Cost Models• ISO 55000: Alignment vs. Compliance• Integrating Regulatory Compliance Requirements into

Asset Management• Asset Management Organizational Models• Asset Management Information Systems• Ensuring Adequate Resources for Asset Management

Objectives and Activities• Integrating Operations Planning into Asset

Management• Change Management• Uses of Artificial Intelligence in Asset Management• Performance Measures for Asset Management

Technical AdvisorMr. Don Ans received a bachelor’s degree in Electrical Engineering from the University of Manitoba in 1985 and a master’s degree in Business Administration from Athabasca University in 2012. He has over 34 years of experience in the operation, maintenance, and

and asset management of hydroelectric generating stations. During his tenure with Manitoba Hydro, Mr. Ans was responsible for carrying out and managing maintenance engineering, reliability, and commissioning functions at all of the utility’s facilities, as well as leading the corporate enterprise asset management project.

AMIG

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2020 Planned InitiativesAsset Management Glossary of Terms Asset Management is a relatively new field. There are many references for asset management terms and methodologies, including the originating PAS 55, ISO 55000, the Institute of Asset Management (IAM), and the International Infrastructure Management Manual (IIMM), among others. Despite a level of similarity, these sources vary significantly, making it difficult for organizations to communicate with each other. To manage this challenge, CEATI AMIG members have developed processes and terms specific to asset management processes in the context of generation utilities. These terms are captured in this glossary. This document provides an easy-to-use summary of asset management terminology to enable communication between utilities and the industry as a whole.

Annual Benchmarking Exercise This annual survey will find out more about asset management maturity and internal asset management plan composition at utilities to both inform program planning and assist group members with strategic information exchange.

Workshop: Mapping Condition Assessment and Maintenance Planning to Capital Investment StrategiesHosted jointly with CEATI’s Thermal Generation Interest Group (TGIG), this session will convene asset managers with thermal plant engineers and operators to discuss the intersection of the two domains, identify gaps, and provide opportunities for collaboration.

Project: Whole Life Cycle Cost Models for Generation AssetsCalculating the lowest annualized running and replacement costs, whole life cost (WLC) models can be used to determine optimal economic life for asset replacement. This work will provide common definitions for such models and their constituent parts, as well as develop models by asset type to enable faster implementation.

Thermal Generation Guideline for Enterprise Risk Management and Key Performance IndicatorsLeveraging the framework of the 2019 hydro projects, two studies will be launched to provide guidelines for implementing a risk management framework and documenting recommended KPIs to enable the effective management of thermal generation assets.

Organized jointly by CEATI’s Generation and T&D Asset Management groups, this conference will bring utility asset management professionals together across generation, transmission, and distribution, as well as experts from industry, government, and academia. The conference themes were developed based on input by a utility-led executive committee, and will focus on: 1) new technologies to support asset management, risk and investment management, 2) change management, 3) data, and 4) the future of asset management.

4th Annual Asset Management Conference: Planning for the Future

STRATEGIC OPTIONS FOR INTEGRATING EMERGING TECHNOLOGIES & DISTRIBUTED ENERGY INTEREST GROUPProgram OverviewThe mandate of the Strategic Options for Integrating Emerging Technologies and Distributed Energy Interest Group (SOIG) is to support strategic planning by monitoring and evaluating technological, economic, policy, regulatory, and utility developments that may be disruptive, transformative, or beneficial. The SOIG’s focus centres on 1) renewable generation, integration, and storage in transmission and distribution, 2) sale at the bulk and local system operator, and 3) the ancillary business, market, and stakeholder implications associated with realizing these technologies and scenarios. Typical time horizons considered are 5 years and beyond.

Target Audience: Strategic planners; Generation, transmission, and distribution engineering managers and resource planners; Market operators; Research and development managers; Emerging technology specialists

Topics & Issues

• Improved Monitoring for Lithium-Ion Battery Health and Safety

• Electro-Thermal Energy Storage• Innovating for a Renewable Energy

World• Geologic Hydrocarbon Storage: Lessons

Learned from Decades of Gas Storage• Hydrogen @ Siemens• Prioritizing Electric Miles over Electric

Vehicles Will Deliver Greater Benefits at Lower Cost

• FrostCC, a Low Cost Method for Flue Gas Carbon Capture

• Post-Combustion Amine Process: MHI’s Technology and Experience

• Changing Tides: An End-to-End Coastal Community Clean Power System


• Energy Strategy, Scenario Planning, and Forecasting (100% Renewables/No-Carbon by 2050, Electrification, Etc.)• Utility-Scale Generation (Renewable and Non-Renewable Alternatives)• Distributed Energy Resources (Solar PV, Wind, Small Modular Nuclear Reactors, Small Hydro, Etc.)• Energy Storage (Technologies, Performance, Use Cases, Valuation, Commissioning and Operational Issue, Etc.)• Electric Vehicles (Adoption Scenarios, Infrastructure, Impacts to Grid, Incentive Models, Etc.)• Remote Communities (Microgrid, Islanding, Diesel Alternatives, Logistics, Stakeholder Engagement, Etc.)• Emerging Topics (Blockchain, DER Aggregation, DERMS, Derivative Business Opportunities, Etc.)

2019 ActivitiesWorkshops: Energy Storage; 100% Renewables – How Do We Get There?

Renewables Integration Conference• Modeling and Forecasting for Scenario Planning• Impacts on Grid Operations and Reliability• Technologies and Applications for Mitigating Grid

Impacts

How Low can the Cost of Energy Storage Go?For the period of 2020 to 2030, cost projections for deploying utility-scale energy storage technologies are presented for eight technologies: lithium nickel manganese cobalt oxide (NMC), lithium iron phosphate (LFP), lithium titanate (LTO), vanadium redox (VRB), zinc redox (ZnBr), zinc hybrid cathode (Zinc-air), pumped hydroelectric storage (PHS), and thermal energy storage (TES). The analysis takes into account the decreasing costs of DC storage, inverters/converters, battery management systems, installation, interconnection, permitting, installation, engineering, disposal, etc., as well as projections of variable and fixed operating costs, AC-to-AC efficiency, disposal or recycling costs, etc.

2019 Highlight Project

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Tours: Southern Research’s Solar PV and Energy Storage Test Centers; Southern Company’s Smart Neighbourhood and Microgrid

SOIGTECHNOLOGIES & DISTRIBUTED ENERGY INTEREST GROUP

• Energy Storage Working Group (ESWG)• Electric Vehicles Working Group (EVWG) • Remote Communities Working Group (RCWG)• Greenhouse Gas Mitigation Working Group (GHGWG)

Working Groups

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2020 Projects & Activities• Solar PV Workshop & Tour of Florida Solar Energy Center • DER Integration Workshop & Tour of National Renewable Energy Laboratory (NREL) • Database of Technology Providers• Identifying the Value-Added Applications for Blockchain in the Electric Utility Sector• Methodologies to Optimize the Value and Amount of Energy Storage: Economic and Technical Evaluation

Identifying Value-Added Applications for Blockchain in the Electric Utility SectorProvision of a list and description of successful implementations of blockchain/DLT into utility operations will be undertaken in this work, with focus on and analysis of the functionality,


economics, and value added. Using this outline for the business case, applications where blockchain are anticipated will be examined for integration into the utility’s short-term business model. Additionally, sponsors will be provided with estimates of the disruptive potential, trade-offs, and energy requirements associated with widespread blockchain use.

Methodologies to Optimize the Value and Amount of Energy Storage: Economic and Technical EvaluationThere are four key questions sought to be answered by this work: what needs can energy storage meet? What is the economic value chain for energy storage of each additional incremental amount? How can utilities best size (minutes or hours) energy storage by use case application(s)? And finally, how are these services dispatched? The resulting deliverable will include methodologies to calculate and monetize such parameters, as well as providing a framework for the software and control algorithms required to physically dispatch energy storage system in an optimal manner.

• City of Seattle EV Programs and Experience• Mapping the Future of EV Adoption• Electric Long-Haul Trucks and Load Growth Potential• Experimental Development of Sprinkler Protection Guidance for LIB Energy Storage Systems• Thermal Earth Battery• Update on Gravity Power• Update on Liquid Air Energy Storage• Genesee Carbon Conversion Centre • Igiugig Project: Marine Hydrokinetics for Remote Communities


CEATI’s SOIG at the Southern Company (Alabama Power) Microgrid Tour in Birmingham, AB (2019)

THERMAL GENERATION INTEREST GROUP Program OverviewThe Thermal Generation Interest Group (TGIG) is an engineering and technology program focusing on the design, operation, and maintenance of thermal combustion generation machinery (natural gas, coal oil, hydrogen, biomass) and auxiliary equipment. The core mission of the TGIG is to maintain reliability, reduce operating costs, and where possible, improve efficiency and performance while ensuring safety. There is a growing direct focus on 1) the role of thermal assets in the utility resource portfolio of the future (i.e., very high penetration of renewables), 2) the ensuing implications for thermal operations and assets – namely, the requirement to cycle and two-shift, and 3) new technologies to support thermal plant operation. In 2019, owing to the growing utility acquisition of wind assets, the group also initiated a working group for the operation and maintenance of wind turbine equipment.

Target Audience: Thermal Plant Managers, Engineers, and Operators; Generation Managers; Engineering Directors

2019 Activities

Best Practices Guidelines for the Operation & Maintenance of Steam Turbines and Auxiliary EquipmentSteam turbines may give rise to construction and maintenance challenges, including a required composition of materials with high temperature withstand, as well as use of high-purity steam and clean lubricating oil. This is a best practice guideline for the operation and maintenance of steam turbines and all associated auxiliary equipment of power plants, in order to ensure performance needs are met.

Workshops: Energy Storage; Utility Updates on Advanced M&D; Integrated Resource Plans (IRP) of the Future: Impacts on Thermal Operations, and the Role of ThermalTours: Southern Research’s Solar PV and Energy Storage Test Centers; Southern Company’s Smart Neighbourhood and Microgrid

Best Practices Guidelines for the Management of Pressure Parts in a Power PlantChallenges relating to the aging utility workforce passing their knowledge down to new graduates and engineers in an effective manner prompted the need for this work. Aimed at an inexperienced workforce, this best practice guideline explores the management of pressure parts to ensure operation and maintenance according to established standards in the industry and meeting all regulatory requirements.

• Cross-Cutting Research on the DOE’s Fossil Energy Program• Electro-Thermal Energy Storage• FrostCC, a Low Cost Method for Flue Gas Carbon Capture• Post-Combustion Amine Process: MHI’s Technology and Experience



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Topics & Issues• Operation and Maintenance Best Practices• Condition Assessment, and Monitoring

and Diagnostics• Changing Mission of Plants (Cycling and

Two-Shifting; Plant Conversions)• Performance Improvement• Life Extension of Existing Plants• Emissions Control Strategies • Training and Safety• New Technologies• Cost Optimization

Technical AdvisorMr. Joe Siracusa graduated from the University of Toronto Mechanical Engineering program in 1975 and began his career at the Ontario Hydro (now OPG) R.L. Hearn Generating Station. During his 41 years with OPG, Mr. Siracusa worked at all the major coal fired plants in

in Ontario (Lakeview, Lambton, and Nanticoke), as well as at the corporate office. Mr. Siracusa also served on the Electric Power Research Institute (EPRI) Generation Council, helping to assess the direction of the power industry and future research. In his final role prior to leaving OPG, he held the position of Vice President - Engineering & Technical Services, and provided services to all thermal and hydroelectric facilities in the province of Ontario.

TGIG

Working Groups• Fast and Flexible Working Group (FFWG)• Greenhouse Gas Mitigation Working Group (GHGWG)• Energy Storage Working Group (ESWG, via SOIG)• Wind Operation & Maintenance Working Group (WWG)

Information Exchange TopicsMembers may submit a request for information (RFI) to the group to receive timely and in-depth guidance from their peers on issues of importance. A summary of responses is compiled and sent to all respondents. The RFI process is valuable for individuals looking for information to support their decision making, as well as for the group at large as an informal benchmarking tool. Examples of RFIs include:

• Condenser Expansion Bellow Repair• Robotic Welders• Economizer Inlet Header Indication Removal

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• Optimization of Coal-Fired Power Plant Modifications to Improve Cyclic Performance• Identification and Mitigation of Barriers to Reducing Minimum Loads for Coal-Fired Power Plants and Natural Gas• Database of Technology Providers


Optimization of Natural Gas-Fired CCGT Power Plant Modifications to Improve Cyclic PerformanceApproximately half of all combined cycle gas turbine (CCGT) units were designed between 1999 and 2005 for baseload operation. While much of their operational life remains, the characteristics of their design within this timeframe limit their ramp rate and press them into a rigorous daily starting mode. This work will summarize possible modifications to CCGT units to improve cyclic response and ramp rates, potentially reducing fatigue from cycling. A tornado diagram will be developed to rank each modification to determine the best option (or mix of options) based on ROI.

2020 Highlight Projects and Activities

Technologies to Improve Plant Performance: An Industry-Wide ReviewThis industry-wide review of the non-utility sector will utilize next-generation technologies to support advanced monitoring and diagnostics, inspection and repair, digital workers, and employee training, and looks at the takeaways of these findings which could be leveraged by the thermal sector.

Fired Combined Cycle Gas TurbinesThis work will identify barriers to reducing minimum loads for coal-fired power plants and natural gas-fired CCGT. As each barrier to minimum load operation is identified, mitigation measures, strategies, and a range of associated costs will be estimated. This exercise will be performed iteratively until a technical and/or regulatory limit is reached.

Consolidated Condition Assessment Guides for Thermal Equipment (ThermalAMP)Leveraging the extensive work completed by CEATI’s Hydraulic Plant Life Interest Group (HPLIG), this initiative will develop a reliable, consistent, and strategic methodology for thermal equipment condition assessments and data collection. This data may be used by engineers/operators for determining asset health, and by asset managers to perform risk assessments and capital investment planning.

• Thermal Earth Battery• Update on Gravity Power• Update on Liquid Air Energy Storage• Genesee Carbon Conversion Centre


TRANSMISSION OVERHEAD LINE ASSESSMENT & MAINTENANCEProgram OverviewThe CEATI Transmission Overhead Line Assessment & Maintenance (TOLAM) program is a consortium of international transmission utilities with a goal to further the knowledge of condition assessment and maintenance of overhead transmission lines in an evolving environment. The program undertakes benchmarking, sharing knowledge through collaborative projects, information exchanges, training webinars, workshops, conferences, and access to a global network of subject matter experts.

Risk Management Practices for Transmission LinesLevels of risk can be identified by applying failure cost to likelihood. Risk management is fundamental to asset management - particularly for transmission assets, for which failure may be costly. There is thus a need to create a framework for transmission line risks which allows utilities to apply best practices to their assets. This work develops risk management guidelines which can be adapted to individual utility risk mitigating strategies, offering techniques to be implemented during each step of the process, as well as inputs, tools, and methodologies.

2019 Highlighted Projects

Topics & Issues• Condition Assessment of Transmission

Line Assets• Inspection and Maintenance

Techniques• Information Management• Transmission Line Maintenance

Prioritization • Technical Guides

2019 Projects & Activities• Risk Management Practices for

Transmission Lines• Post Transmission Line Failure Data

Collection and Analysis• Asset Management System for

Transmission Lines• Investment Planning for Existing

Transmission Lines• Guideline to Assess Degree of Damage

to Transmission Line Wood Poles

Post Transmission Line Failure Data Collection and AnalysisThere is much that can be learned from the failure of overhead transmission line facilities, but often such information is irretrievably lost during the re-establishment of power and safe working conditions. This is at least partly due to a lack of consensus regarding what information and materials should be collected, as well as the overall value of collecting failure information prior to disturbance of a failure site. The guidance offered in this state-of-the-art review is intended to assist first responders regarding data collection to support transmission line failure investigations.

2019 Transmission & Distribution Fall Conference: Strategies for Improving T&D Inspection and Maintenance ActivitiesThe Transmission Overhead Line Assessment and Maintenance (TOLAM) and Distribution Line Asset Management (DLAM) programs hosted an international industry open conference in Palm Springs, CA. The purpose of the conference was to explore practical, cost-effective approaches and methodologies that utilities can employ to reduce operating expenses in both the short and the long terms, preserving reliability performance and customer satisfaction without unduly increasing potential liability. In addition to the main assembly, attendees attended break-out sessions based on their interests, thus providing a focused platform to exchange knowledge and information on new initiatives and recent technological advancements.

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Technical AdvisorMr. George Watt has over 35 years of profession experience in transmission infrastructure planning and engineering design with Hydro One (formerly Ontario Hydro). His areas of expertise include planning, developing, and implementing core business strategies

and programs based on operational and performance requirements, as well as the detailed engineering and design of transmission lines. He remains active in international and national technical committees (CIGRE, CSA) and leads technical and standard development activities.

TOLAMTRANSMISSION OVERHEAD LINE ASSESSMENT & MAINTENANCE

• Emerging Technologies for Enhancing the Application of UAV in Overhead Transmission Line Asset Management• Techniques and Methodologies for Evaluating and Quantifying Risks• Overhead Transmission Line Hardening Requirements for Extreme Natural Disaster Events• Avian Impact Management for Overhead Transmission Lines• Preventative Maintenance Optimization Requirements


Overhead line inspection for assessing damage to structures and components has historically been undertaken by engineers either performing ground patrols or using helicopters. To improve inspection efficiency, unmanned aerial vehicles (UAVs) are being introduced to replace these more costly and time-consuming methods. This work investigates both available and emerging inspection techniques for application to UAVs.


Techniques and Methodologies for Evaluating and Quantifying RisksTransmission overhead line assets are susceptible to risks relating to the technical, programmatic, safety, and financial aspects of design and operation. Risk management entails the identification, analysis, and evaluation of organizational risks, as well as coordinated activities resulting in risk mitigation. This work will determine the suitability and effectiveness of various risk assessment methods for overhead lines assessment.Avian Impact Management for Overhead Transmission LinesInstinctively, many birds roost on tall structures, including overhead transmission lines. This guideline will provide utilities with the technical and managerial tools to to design and operate extra-high voltage lines in the presence of potential avian impacts.

The primary objective of this conference is to provide utility personnel with both the best available information on the impact of climate change and a greater understanding of the grid resiliency issues and challenges utilities are facing. The conference will also provide a forum to exchange information on recent technological advancement and new initiatives that CEATI and other organizations have undertaken regarding these subject areas.

2020 Overhead Transmission Conference: Climate Change Impact and Resiliency of the Transmission Line Grid

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Climate Change-Related Issues• Impact on Assessment and Maintenance• Impact on Line Design • Impact on System Planning

Resiliency-Related Issues• Impact on Line Design • Impact on Assessment and Maintenance• Emergency Restoration (Recovery)

Emerging Technologies for Enhancing the Application of UAV in Overhead Transmission Line Asset Management

Conference Themes

Program OverviewThe Transmission Overhead Design & Extreme Event Mitigation (TODEM) program is a consortium of international transmission utilities with a common goal of discussing, benchmarking, and sharing knowledge on overhead transmission line design issues, as well as conducting applied R&D to foster knowledge and practical solutions.

Technical AdvisorDr. Asim Haldar received master’s and doctoral degrees in Engineering from Memorial University in Newfoundland, Canada. He has published over 50 papers and reports on line design and asset management, including conductor dynamics, reliability-based optimization, cascade prevention, and condition-based asset management. He is an active member of CIGRE Study Committee B2, Overhead Lines.

2019 Projects & Activities Topics & Issues• Extreme Events• Maximizing Availability/Utilization of

Existing Transmission Lines• Investigation of New Technologies• Development of New Transmission Lines

– Constraints (Environmental, Visual, Structural, etc.)

• Understanding Resiliency Issues and Their Impact on Line Design

TRANSMISSION OVERHEAD DESIGN & EXTREMEEVENT MITIGATION

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• Development of Fragility Models and Line Exposures to Extreme Events

• Life Cycle Cost Evaluation of Transmission Lines• Validation of Security Loads in Upgrading/Refurbishment

of Existing Lines• Mitigation of Line Deterioration• Selection Criteria of Backfill Materials and Their Impact on

Assessing Foundation Capacity• Self-Damping Assessment of HTLS Conductors• Vibration of Transmission Structures • Best Practices Guide for EHV AC Transmission Lines (230 kV

- 765 kV): Electrical Aspects• Calibration of Overhead Lines Using a Reliability-Based Design Philosophy• Study on Life Estimation of Non-Ceramic Insulators• Guidelines for Appropriate Sampling Techniques in the Inspection of Line Components for Risk Assessment• State-of-the-Art Review of Glass Fiber Reinforced Polymer (FRP) Composite Lattice Structures• An Analysis of PhoDAR vs. LiDAR for Collecting Spatial Data• Workshop: Conductor Motion Issues in Overhead Line Design and Asset Management

Development of Fragility Models and Line Exposures to Extreme EventsWind and ice events may cause damage to high voltage transmission circuits, underlining the crucial nature of risk assessment. By means of a literature review and utility survey, this work engages in the risk quantification and reliability evaluation of transmission lines subject to such hazards. The resulting deliverables are a framework for generating fragility curves in consideration of their structural properties and a mathematical methodology for the representation of upcoming windstorms.


Vibration of Transmission StructuresMonitoring the condition of transmission towers/poles to ensure healthy service life is imperative for utilities. These structures are lightweight and exhibit low modal frequencies and inherent damping, making them vulnerable to vibration. Wind-induced (or aeolian) vibrations can affect towers/poles both directly and indirectly, resulting in degradation. Because of this, utilities must understand how aeolian vibrations can be managed and mitigated. To do this, a state-of-the-art report is prepared to build a collective understanding of issues related to the vibration of lattice towers, tubular poles, and dead-end structures.

TODEM

Topics & Issues

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• Application of New Innovative Materials in Line Design• Application of PLSCADD in Modelling the Ice Shedding Phenomenon• Technology Watch on Remote Sensing of Lines after a Major Ice Storm• Seismic Adequacy of Steel Tubular Pole Structures• Experimental and Field Verifications of Mechanical Strength and Stress-Strain Characteristics of Spliced

Conductors • Determination of Reserve Capacity of Existing Structures Considering Site-Specific Wind Loads • Line Ampacity Using Seasonal Weather Data• Technology Watch on New Conductor Technologies• Application of Drone Technologies in the Inspection of Overhead Lines • Steel Structure Coatings • Best Practices Guide for EHV AC Transmission Lines (230 kV - 765 kV): Mechanical Aspects• General Framework for Fragility Model Development of Line Components• Resiliency Issues: White Paper


Application of New Innovative Materials in Line DesignThis project will prepare a state-of-the-art overview of applications of innovative new materials and technologies to improve the capabilities and performance of grid components.


Application of Drone Technologies in Inspection of Overhead LinesA big picture overview of various drone technologies which can be used in line inspection and maintenance practices is offered by this work.

Steel Structure CoatingsThis work concerns collecting information on the advancement of coating technologies for steel structures commonly used in overhead lines.

The primary objective of this conference is to provide utility personnel with both the best available information on the impact of climate change and a greater understanding of the grid resiliency issues and challenges utilities are facing. The conference will also provide a forum to exchange information on recent technological advancement and new initiatives that CEATI and other organizations have undertaken regarding these subject areas.

2020 Overhead Transmission Conference: Climate Change Impact and Resiliency of the Transmission Line Grid Climate Change-Related Issues

• Impact on Assessment and Maintenance• Impact on Line Design • Impact on System Planning

Resiliency-Related Issues• Impact on Line Design • Impact on Assessment and Maintenance• Emergency Restoration (Recovery)

Conference Themes

TRANSMISSION UNDERGROUND CABLES INTEREST GROUPProgram OverviewBoth fluid-filled and cross-linked polyethylene (XLPE) high-voltage underground cables are essential parts of many urban transmission systems. While they offer a number of distinct advantages in certain environments, they are also expensive to maintain and replace. Adding to these maintenance costs, many fluid-filled installations have been in operation for over half a century, with a great number operating outside their original design parameters. The objective of the Transmission Underground Cables Interest Group (TUCIG) is to provide a forum for exchange of information on cable asset management, as well as to establish and promote techniques and tools for improving the managing fluid-filled and XLPE high voltage underground cable systems. The group’s present focus is developing a reference manual for transmission cable systems, which will compile best work practices and procedures for design, maintenance, and operation based on utility experience.

Technical AdvisorMr. Steve Haddock is a utility expert in the areas of transmission lines and underground power cables with over 34 years of experience maintaining and managing transmission lines and cables equipment. He began his career at a large North American utility in as a high voltage underground cable splicer, maintaining and splicing cables up to 230 kV. During his tenure, he attended Ryerson University part-time to obtain a Certificate in Electrical Technology – Power Option. Mr. Haddock progressed through a wide range of positions with increasing levels of responsibility, leading to his becoming the Director of Business Development at a medium-sized international utility consulting firm.

2019 Highlight ProjectsTransmission Cable Reference Manual: Installation and Inspection, Volume 2This manual presents specially curated information provided by utilities on transmission cable installation and inspection practices and procedures. The Manual is detailed enough to describe what can be done for a given situation as well as how it should be done. This volume on installation and inspection follows the completion of the volume on maintenance. The volume on design will be developed later as a separate project. .

Transmission Spare Cable Strategy: A Laboratory Assessment of Aged Cables Taken from Spare Cables Stored on Cable ReelsShort sections of spare cable in a range of types and sizes may be retained by utilities to conduct repairs, as it is impractical to manufacture such small-scale assets. For this reason, such an inventory of stored spares is valuable and of strategic importance to utilities. These cables should operate as new, but depending on storage conditions, deterioration may occur. This work develops a strategy to allow utilities to maintain and optimally utilize their inventory of spare cable.

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HPFF Joint Casings Corrosion Protection Aging TestHPFF cable systems may experience corrosion failures/leaks at joint casings. Joint casings are typically in maintenance hole environments, covered with either corrosion tape, epoxy coatings, or both. Maintenance holes are exposed to moisture and minerals from road salt, rain water, etc. This work offers a comparison and determination of the most reliable corrosion protection method(s) used for joint casing in HPFF cable. Repair costs are usually greater for underground than overhead lines; leaks can range from a few thousand to tens of thousands of dollars to locate and repair, and from tens of thousands to hundreds of thousands to purchase and install new leak detection devices. Environmental damage in the case of a leaking pipe may also be considerable.

Topics & Issues

• Optimizing Design• Life Cycle Asset Management• Advanced Diagnostic Test Techniques• Maintenance, Operation, and

Installation

2019 Featured Webinar• SVL Testing

TUCIG

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2020 Projects in Development• Maintenance Hole and Cable Clamp Corrosion Protection Aging Test• Transmission Cable Reference Manual: Volume 3 on Design

2020 Highlighted ProjectAdvanced Cable Diagnostic Test Techniques for XLPE, HPFF, and LPFF Cable SystemsNew cable system test methods and techniques are being introduced to the industry, some of which have not been verified for suitability and accuracy. This work will prepare a guide which discusses the various types of diagnostic tests available, detailing which have technical and experiential merit.

Building on the success of past cable workshops and inspired by the best practices outlined in the recently published Underground Cable Reference Manual, presentations will focus on sharing emerging issues on a broad range of content focusing on the maintenance, installation, and inspection of transmission underground cables and accessories. The outcome will benefit managing these costly assets in order to maximize service life and minimize life cycle costs.

Recognizing that experience, knowledge, and collaboration are crucial when managing high-voltage underground systems, this event aims to bring in multiple perspectives from across the industry. Presentations will draw from the expertise and experience of electric utilities, cable and accessory installers, testing service providers, underground cable/pipeline corrosion experts, and thought leaders in the field of engineering work practices. Supported by CEATI’s TUCIG, this event will address and explore the latest tool and technique developments to improve the maintenance, operation, and management of transmission underground cable systems.

This conference will provide information on transmission cable diagnostic tests and condition assessment techniques covering HPFF, SCFF, and XLPE systems. Attendees will be privy to the applications of proactive testing and condition monitoring for cables and accessories. Both new and established diagnostic techniques commercially available for understanding the condition of cable systems will be covered. Presentations will draw from the expertise of electric utilities, cable manufacturers, and equipment testing vendors.

Conference Sessions

• Maintenance Techniques and Procedures used for XLPE, HPFF, and LPFF Cables• Installation Techniques for Underground Cables and Retrofits • Inspection Methods, Diagnostic Techniques, and Asset Management Strategies

2020 CEATI HV Cables Conference: Installing, Managing, and Maintaining Transmission Underground Cable Systems

POWER SYSTEM PLANNING & OPERATIONSProgram OverviewThe Power System Planning & Operations (PSPO) Program focuses on new technologies to enhance the use of existing lines and facilities, providing adequate preparation to meet the needs of the future while continuing to maintain a high level of reliability. The program facilitates research and the exchange of technical information and best practices through a committee structure, developing specifications and guides and focusing on finding solutions to problems of mutual concern to electric utilities worldwide.

2019 Renewables Integration Conference: Supporting Renewable Systems Through Energy Storage and Dynamic Grid ManagementThis conference focused on emerging technology and software solutions for modern grid operations with increasing penetration of renewable energy sources (RES). Heavy emphasis was placed on energy storage integrated with RES, the economics of RES on both a standalone basis and when combined with energy storage, improved smart inverters and controls, and transmission and distribution system optimization. The technological capability and value proposition of each solution was deliberated.

2019 Highlight ProjectsCommissioning and Maintenance Best Practices for HVDC Lines and Converter Equipment – Phase 1 (Maintenance)Intended for use by personnel involved with daily utility operations, this report offers best practices for maintaining electrical equipment at HVDC stations. A checklist format is utilized to record maintenance information and as a means to highlight the most important items. A survey regarding maintenance procedures and priorities was distributed to participants at several HVDC converter stations, and the results are included herein.

Planning and Operations of Power Systems with a Large Percentage of Renewable Generation In response to the rapid proliferation of new technologies and energy sources over the past decade, the power industry has been evolving. Wind and solar photovoltaic (PV) technologies, as well as other variable renewable energy (vRE) sources, now represent the leading forms of new generation capacity installations, as well as the largest sources of power generation for much of the year. Despite advancing knowledge and operational experience, however, there are still technical challenges concerning the industry’s transition to renewable generation. This project serves as an update to a 2009 report on power system planning and operations with renewable energy, as the industry has seen significant change since its publication. Specifically, this work reviews the work of the 2009 project, providing guidance to key stakeholders involved in managing power systems, as well as an overview of options to regulate voltage changes.

• Compliance with NERC Std. MOD-032-1, “Data for Power System Modeling and Analysis”• Recent Success Stories with PMUs and Applications• Study Cases Demonstrating the Applications and Benefits of Using a Real Time Simulator for Protection System Testing• Applications and Benefits of Externally Gapped Line Arresters• Application of MMC STATCOM for Mitigating Power Quality Issues• Optimizing Transmission Capacity with Smart Wires


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Topics & Issues• Advances in Power System Modelling

and Analysis• The Use of New Technologies and

Tools in the Power System• Expanding the Role of HVDC

Transmission• Integrating Renewable Generation

Sources and Storage Technologies

Technical AdvisorMr. John Sabiston is an electrical engineer with 35 years of power utility experience at Ontario Hydro/Hydro One. He specializes in the area of transmission system planning and has been responsible for developing plans and gaining approvals for over $2B worth of work over his career. He participated in the Northeast Power Coordinating Council (NPCC) for 25 years.

PSPO

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2020 Highlight ProjectsEnergy Storage as a Transmission AssetEnergy storage is a rapidly growing field with the potential to revolutionize power quality, generation, and delivery. One such opportunity is related to grid regulation services - such as frequency and voltage control, ancillary services, load shifting, and peak shaving - where energy storage is connected to the transmission grid/substations to either supply or consume power from the grid, as necessary. The benefits of such transmission-level energy storage are to provide expedited response services for maintaining the system within acceptable limits, as well as to load shift power from peak periods to those of low demand. This project seeks to determine which energy storage technologies are most appropriate for transmission-level services by means of a review and assessment of their technical capabilities and limitations.

Converting an AC Transmission Line to DCThere have been a surge in RES applications in the face of climate change, but due to their inherent fluctuation and distance from load centres, sources such as hydro, wind, and solar may also impact grid performance. Additionally, the transmission of RES within existing AC transmission rights of way (ROWs) is challenging. New

Best Practices for Compliance with NERC Standard TPL 007-2The North American Electric Reliability Corporation (NERC) standard TPL-007-2 was approved by FERC in September 2016 and is now applicable to all North American electricity utilities. This project reviews the requirements of NERC TPL-007-2 with respect to the interests of PSPO members by summarizing and identifying best practices for utilities to show compliance with requirements of this standard in the most effective, cost-efficient manner. Additionally, it identifies areas of opportunity to recommend favourable changes to this standard for improved efficiency in transmission planning processes.

2020 Collaborative Projects• Converting an AC Transmission Line to DC• Best Practices for Compliance with NERC

Standard TPL 007-2

ROWs tend to be opposed by land owners, expensive, and in some instances, not fully utilized due to system load flow dynamics. Conversion of AC transmission lines to DC allows for an increase in transmission capacity and controllability to meet this challenge. Evaluation of such a conversion involves great technical knowledge, in addition to a number of other considerations. This work is meant for readers seeking a guide that logically outlines these considerations and their impacts on utility evaluation, specification, execution, and operation.

This conference will encompass several areas identified by members of the CEATI PSPO program. The conference themes will focus on climate change and resiliency as they relate to asset management, line design, system planning, and emergency restoration.

2020 CEATI Overhead Transmission Conference: Climate Change Impact and Resiliency of the Transmission Line Grid

VEGETATION MANAGEMENT

Program OverviewThe Vegetation Management (VM) program brings industry professionals together to discuss and develop solutions for common industry issues, create networking opportunities, improve the management of vegetation, advance planning techniques, and investigate the best use of technological innovations for vegetation management. The program provides vegetation managers with a cost-effective vehicle to share experiences and address issues pertinent to their day-to-day operations, maintenance, and planning.

Technical AdvisorMr. Rob Young graduated with a Bachelor of Science in Forestry from the University of New Brunswick, and later acquired certificates in leadership development, strategic management, project management essentials, and loss control leadership. Mr. Young actively participates in ISA, UAA, and in number of other organizations. In 2016, he received the Utility Arborists Association Education Award. He has spent over 25 years developing and leading integrated vegetation management programs on transmission (5,500km) and distribution (27,000km) lines at Nova Scotia Power.

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Topics & Issues• Program Management• Technology, Equipment, and Products• Public and Social Issues• Environmental Issues

2019 Featured WebinarManaging External Workforces: How to Get the Best from Contracts and ContractorsThis interactive webinar series focused on the stages of procuring an external workforce and maintaining good working relationships, providing a case study of a utility successfully employing a contracted workforce. The seminar included a series of targeted presentations addressing the topic of external workforces from different perspectives, followed by an open discussion between members.

2019 Highlight ProjectsPowerline Vegetation Management Best Practices within Boreal Forest Caribou RegionsCaribou face both direct (e.g., habitat loss from ROW construction) and indirect (e.g., increased predation pressure from wolves along ROWs) threats. This work described best practices for avoiding/reducing negative impacts on caribou within boreal woodland

6th Annual Vegetation Management ConferenceConference Themes:• Program Management – Strategic vs. Operational Planning• Program Management – Contractor Procurement Strategies• Technology – Data Collection and Prioritization• Technology – Mobile Data Use/Paperless Programs• Environmental Issues – Adaptation Strategies/Risk Mitigation• Environmental Issues – Effective Herbicide Use

An Analysis of PhoDAR vs LiDAR for Collecting Spatial Data by Electrical Utilities and Operational Recommendations for UseIn recent years, the use of LiDAR (light detection and ranging) and PhoDAR (photogrammetric detection and ranging) has become common for collecting information about line profile and structural configuration, as well as conducting corridor surveys, including line management of clearances and vegetation growth and the identification of clearance violations under specific weather conditions. This project developed a practical guide to aid managers at electrical utilities in deciding whether PhoDAR or LiDAR is the best method to collect information on vegetation, equipment, and assets in specific situations.

ranges. Reviews of policy, regulations, and general biology were conducted, and based on these, high-value mitigation techniques were identified.

VM

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2020 Projects in Development• Improving Vegetation Management via Wearable Technologies and Augmented Reality• Understanding the Necessary Elements for Developing and Sustaining a Qualified Vegetation Management

Contractor Workforce • Development of Standards and Guidelines for the Collection and Management of a Vegetation Management

Inventory for Predictive Management of Transmission and Distribution Systems• Biodiversity, Biosecurity, and the Ecologically-Based Vegetation Management Program • Program and Plan Development in Respect of Indigenous Peoples• Technologies Needed to Support Greater Risk Mitigation• Integration of Smart Grid Technologies into Vegetation Management• Practical Use of Earth Imagery Using Satellites for Utility Vegetation Management• Migrating Distribution Vegetation Management Work Orders to Align with Spatial Data

2020 Highlighted ProjectsImproving Vegetation Management via Wearable Technology and Augmented RealityDue to the increasing prevalence of extreme weather events, electric utilities are under pressure to improve system resiliency, reliability, and performance. Many focus on preventative maintenance in order to avoid such concerns, which may serve as a challenge for responsible personnel; however, technologies waging against this challenge are beginning to emerge. The work presents the VisualSpection utility solution, which connects augmented reality (AR), peer-to-peer communication, inspection workflows, and voice-driven data collection to address issues related to extreme weather events on vegetation management.

Practical Use of Earth Imagery Using Satellites for Utility Vegetation ManagementThis work will undertake a comparison of LiDAR and PhoDAR, determining how satellite imagery can either 1) add value to a preexisting dataset, 2) serve as standalone data for the purpose of understanding the landscape and condition of the utility, or 3) or assist in the development of a growth model for greater predictability in support of preventative maintenance.

The 7th Annual Vegetation Management ConferenceConference Themes• Program Management – Strategic vs. Operational Planning• Technology – Data Collection and Prioritization• Public and Social Opportunities – Customer Work Orders/Workflows• Public and Social Opportunities – Sharing Common Ground• Public and Social Opportunities – ROW as a Sustainable Asset• Environmental Opportunities – Effective Herbicide Use

STRATEGIC ASSET MANAGEMENT PROGRAM

Program OverviewThe main objective of the Strategic Asset Management Program (SAMP) is to bring industry professionals together to identify, discuss, and develop solutions to common issues in strategic asset management for transmission and distribution by creating networking opportunities for utilities concerned with asset management application, optimization, and innovation. It also serves as a forum to identify knowledge gaps and provide guidance on future collaborative projects.

Topics & Issues

• Context of the Organization• Leadership• Planning• Support• Operation • Performance Evaluation• Improvement

Program topics are organized within the framework of the seven core concepts constituting the structure of ISO 55001 Asset Management:

Target Audience: T&D asset managers; Capital investment planners; Risk managers

2019 Webinars & Information Exchanges• ISO 55002 Update and Overview• Chelan County PUD: Peeking under the Asset Management

Hood• Monetizing Risk for Planning and Informing Executives• Whole Life Cycle Cost Model Including Economic End of Life• DEWA/BSI Initiative on Enterprise Risk Management • Criteria for Making Investment Decisions • Criteria for Defining Organizational Risk Tolerance• Enterprise Risk Management: Normalizing Risks Across Silos• Creating Asset Management Objectives and Alignment with

Stakeholders• Leading and Lagging: KPIs Reactive vs. Preventive• Process around KPI Development

3rd Annual Asset Management Conference: Taking the Next Step in the Asset Management Journey

This conference brought together subject-matter experts, asset management professionals from generation/transmission/distribution, academics, and innovative thinkers to discuss developments in asset management. The challenge of populating asset management initiatives with suitable people and empowering them with the authority and accountability to achieve utility goals is becoming evident as more utilities implement asset management programs. The professionals driving these initiatives are looking at their next steps with greater scrutiny than ever before.

Presentation Highlights

• Building an Asset Management Team with Intelligent Cooperation

• Change Management for Introverts• Branding Asset Management to Drive Change• A Collaborative Approach to Creating Asset

Management Plans• Asset Management Evolution and the Silver Bullet• Decision-Making in Asset Management: Shifting

from Risk to Value

Technical AdvisorMr. David Curtis has been working in the electric utility industry for over 37 years, primarily at Ontario Hydro/Hydro One. He has experience

in asset management, including corporate strategy development, risk management, and asset planning.

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SAMP

2020 Information Exchanges• Effective Strategies for Promoting Asset Management

within a Power Utility• Data Management and Analytics• Change Management: Creating an Asset Management

Culture• Best Practices in Asset Management Across Industries

2020 Highlight ProjectsDeveloping a Shared Library of KPI’s Among SAMP MembersMeasuring the success of asset management plans typically requires reporting against a set of KPIs. Over the years, transmission and distribution utilities have developed KPIs of varying usefulness. This project collects industry standard transmission and distribution KPIs to create a library that can be used as a resource for tracking and measuring asset performance.

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Asset Management at the Strategic LevelThe benefits of successful implementation of asset management can be substantial. This project will look at how corporate strategies are intertwined, how they drive asset management strategies, how companies practice the linkage between corporate goals and asset management strategies, how organizations implement effective asset management plans, and how to develop and use strategic asset management tools to improve decision making. To better demonstrate these objectives, links will be made between business metrics and initiatives to asset management plans. This will be done using KPIs to drive SAMP objectives (ideally for a small utility), as well as to promote the effective use of strategic asset plans using asset systems and performance measures.

Enterprise Risk ManagementRisk is calculated by determining the probability and impact of an event occurrence. While there are many standardized and scientific methods for determining the probability of an event, impacts/consequences are far less standardized, resulting in utilities using a variety of approaches. It can be challenging to establish probability, impact, or risk values at the enterprise level – particularly for risks that have yet to materialize within the organization. This project will look at approaches that allow utilities to assess risks on an enterprise-wide basis, determining the extent to which these risks impede the organizations’ ability to achieve their strategic goals.

2020 Webinars• Building Your Asset Management

Team• Regulatory Trends for Electric

Utilities• Guidelines for Asset Manager Roles

and Responsibilities• Role of the Data Specialist in Asset

Management

4th Annual Asset Management Conference: Planning for the FuturePresentation Highlights• Planning and Change Management • Risk and Investment Management • Data• New Technologies to Support Asset Management • The Future of Asset Management

DISTRIBUTION LINE ASSET MANAGEMENTProgram OverviewThe Distribution Line Asset Management (DLAM) program focuses on 1) improving distribution system reliability, 2) maintenance and assessment of distribution assets, and 3) new technologies and equipment that impact the grid. The mission of the DLAM is to address best practices and processes regarding the management of distribution grid assets, including their planning, purchase, installation, commissioning, maintenance, and operation. The program is intended to assist utilities in maximizing the safety, reliability, and efficiency of distribution grid assets while minimizing costs and complying with applicable regulations, laws, and industry standards in both the short- and long-term timeframes.

Target Audience: Distribution design, maintenance, planning, and standards engineers and managers

2019 Highlight ProjectTechnical Recommendations for Solar Distributed Energy Resource Interconnection Analysis Utilities in the U.S. and Canada are experiencing a rapid expansion of solar photovoltaic (PV) on their distribution systems. These installations are often not monitored or controlled by the utility in the same way as conventional generation, which can lead to technical and operational challenges for distribution systems and substation equipment. This project described a methodology for addressing some of the potential issues associated with increasing penetration of PV in distribution systems. The motivation for developing this methodology was to help streamline the interconnection process for prospective PV installers by identifying the levels of PV penetration that can lead to system impacts at the distribution level, rather than relying on an overly broad approach.

2019 Projects• Executive Overview of Rationale for Distribution System Reliability Investments • Innovative Techniques to Reduce O&M Costs• Future Trends in Communications Technology for Modernized Distributions Grids: Technology Watch• Total Ownership Costs of New Technology/Equipment Installed on a Modernized Distribution Grid• Unmanned Aerial Vehicles Deployment for Distribution Overhead System Inspection• Application of Energy Storage Technologies in Power Distribution System• Technical Recommendations for Solar Distributed Energy Resource Interconnection Analysis• Utility Guide for Inspection and Maintenance of Distribution Overhead Systems

Technical Advisor

Mr. Eric Valois has close to 40 years of experience in the electric utility industry. Holding leadership positions at BC Hydro and various utilities in southwestern Ontario over the last 20 years, he has direct experience in the planning, design, construction, operation, and maintenance of T&D systems.

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2019 T&D Conference: Strategies for Improving T&D Inspection and Maintenance ActivitiesThis conference focused on inspection and preventative maintenance activities for overhead transmission assets and overhead/underground distribution assets. Industry experts and utility presentations provided practical methodologies to implement, both now and in the future, to improve inspection and preventative maintenance activities, reduce operational costs, and increase value.

DLAM

• Planning, Design, Operation, and Maintenance• Medium/Low Voltage Cables• Underground Civil Structures• Network Apparatus

Working GroupsUnderground Secondary Networks

• Resourcing (Attraction and Retention)• Affordable and Scalable Software• Acquiring Short-Term Specialized Resources

Small Utilities

• Impact of 5G on Overhead Distribution Systems• Attachment Rates• Third Party Use of Electric Utility Underground

Ducts• Moving from a Shared Infrastructure Model to a

Rental Model• Operational Issues Related to Shared

Infrastructure• Billing Issues

Joint Use

• Condition Assessment for In-Service Underground Cables

• Cable Rejuvenation• Evaluation of Underground Cable Design • Cost-Benefit Analysis of Installation Methods• Performance Evaluation of Underground Splices

and Terminations• Underground Chambers

Underground Medium Voltage Cable Management

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2020 Projects in Development• Update on Selected Disruptive Technologies that

Could Impact Distribution Systems • Cost-Effective Approaches for Capturing and

Analyzing High-Resolution Pictures/Data for Distribution Facilities

• Guide for Creating Distribution Health Indices • Design of the Distribution Grid of the Future• Grid Edge Technologies and Their Potential

Applications • Sensor Fusion for the Inspection of Ceramic and

Non-Ceramic Insulators • RTDS Modeling and Simulation of EV Grid Impacts

Shortly after joining CEATI as a working group member, our utility was able to leverage CEATI’s reports on industry best practices to support business process enhancements. We’ve also found the working group meetings to be a great opportunity to network, share experiences, and learn from our peers in the industry.

“

”Jeff Mocha Director of Innovations, Oakville Hydro

2020 DLAM Workshop: Transforming Inspection Data into Cost-Effective Maintenance Activities This workshop will provide a platform for utilities to share state-of-the-art methodologies for converting inspection data into cost-effective business decisions, as well as to identify areas where further investigation may be valuable.

DLAM WorkshopTransforming Inspection Data into Cost E�ective Maintenance Activities

November 11, 2020 • Portland, OR

SMART GRID PROGRAM

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Program OverviewThe Smart Grid Program (SGP) focuses on the technologies and system software (ADMS, OMS, DERMS, SCADA, and decentralized automation) essential for modernized operation of the grid, including related field sensors, ICT, and the integration of enterprise IT systems with OT. SGP concentrates on the evolving requirements for future operation of the grid due to the growth of new technologies and devices, including distributed energy resources (DER), the electrification of vehicles and transportation, and any associated services and transactions that may be offered.

4th Annual Smart Grid ConferenceThe 4th Annual Smart Grid Conference focused on new technologies and system software for modern grid operation, including distribution automation deployment, network modeling and data governance, AMI deployment and integration, and the integration of OT with enterprise IT. The conference sessions covered topics on modern grid operating technologies for utility distribution systems, enabling the connection, integration, and engaged participation of DER, customers, services, electric vehicle charging stations, and other grid edge technologies.

2019 Highlight ProjectsExample Roadmaps for Improving Maturity of DER Management at Distribution UtilitiesUsing a case study methodology, this report assists distribution utilities in both integrating DER with their grid operation and preparing for increasing levels of DER penetration. Serving as a follow-up to a 2017 impact analysis which outlined generic operational maturity methodologies, this investigation utilized these predetermined systems to develop a customized technology roadmap for FortisAlberta, which included stakeholder interviews, material reviews, and maturity gap and future scenario analyses.

Field Testing of Faulted Circuit Indicators and Line SensorsIn consideration of currently available technologies, this report is intended to be used by utilities to determine the optimal selection and application of faulted circuit indicators (FCIs) and line sensors by providing practical information. Factors considered include smart grid applications deployed (including their information requirements), as well as the characteristics of the utility’s system (overhead vs. underground; urban vs. rural; radial feeders vs. looped networks).

• Cyber Security for Distribution Automation• Network Modeling and Data Governance • Using AMI Data to Support Operating Systems

and Inform Business Decisions • Grid Edge Technologies and Their Potential

Applications for Utility Distribution Systems


Topics & Issues• Integration of DER: Maintenance and Operation of

New Load Profiles• Distribution Automation Deployment Strategy• Technologies for Distribution Monitoring and

Measurement • Integration of Utility Operational Technologies (OT)

with Enterprise IT • Building and Maintaining the Network Model• Utility Business Transformation

Technical AdvisorMr. John Fuerth has over 35 years of experience in the electric power industry, including almost 30 in distribution system engineering and planning. With Hydro One, he led the development of tools for assessing proposed DER connections to the distribution

system, including impact assessments and technical interconnection requirements.

SGP

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2020 Highlight ProjectsCyber Security for Distribution AutomationThe use of distribution automation (DA) systems is rapidly growing due to increasing DER, which includes solar photovoltaic (PV), electric storage, wind turbines, controllable loads, and electric vehicles. DA greatly improves the ability of operators to monitor and control the grid. Cyber security is a fundamental component of the DA system; utilities need to communicate with both field assets and customer devices in a secure manner. This three-phase project will document utility best cyber practices in this regard.

2020 Collaborative Projects• Cyber Security for Distribution Automation• Network Modeling and Data Governance • Using AMI Data to Support Operating

Systems and Inform Business Decisions • Grid Edge Technologies and Their Potential

Applications for Utility Distribution Systems

Network Modeling and Data GovernanceData governance concerns the availability, usability, integrity, and security of data used within a utility. Due to the increasing penetration of DER, tighter capacity limits, and increased system resiliency objectives, new challenges - which require real-time and temporal planning distribution simulations - have arisen in distribution operation. These simulations require accurate and detailed network models which must be maintained and managed on an ongoing basis. This work will provide state-of-the-art information on and analysis of network modelling and data governance.

Using AMI Data to Support Operating Systems and Inform Business DecisionsAdvanced metering infrastructure (AMI) is a system of integrated smart meters, communications networks, and data management systems enabling communication between utilities and their customers. AMI may be utilized in three stages: 1) design and deployment of the system, 2) full operations using AMI data to generate the bill (meters-to-cash), and 3) use of AMI data to support operations and allow utilities to make more informed business decisions. This study will provide information on the best use of AMI data to support T&D operations and improve utility decision-making.

The 5th Annual Smart Grid Conference will encompass several areas identified by members of the CEATI SGP.

5th Annual Smart Grid Conference

1. Outage Management in the Modern Grid2. Energy Storage and System Reliability3. Line Sensors and Fault Indicators: Requirements for System Monitoring and Outage Management4. Utility Use Cases for AMI and Metering Data Analytics in Support of OT5. Load Forecasting and Management with Transportation Electrification6. Telecommunications in the Modern Grid7. Integration of DER as a Non-Wires Alternative

POWER QUALITY & ADVANCED TECHNOLOGIES

Program OverviewThe Power Quality & Advanced Technologies (PQAT) program is a forum for collaboration to assist members in providing a consistent quality of power to their customers. This includes collaboration on tools and methods to more quickly assess PQ events and conditions revealed through the automated analysis of PQ data. PQAT also provides opportunities to influence standards and share costs of high-quality and cutting-edge studies, seminars, training webinars, and literature on timely topics of PQ and related areas in T&D systems, as well as the customer side of the meter.

Target Audience: Power quality engineers and managers


Enhancing Connectivity of DGs by Control Coordination of Smart InvertersThe challenges of controller interactions among multiple smart inverters are explained, and techniques for control coordination of smart inverters adequately summarized by this work. Utilities, PV and wind plant owners, and system operators can gain a comprehensive understanding of the modeling and simulation techniques used to study and quantify the enhancement of hosting capacity of DGs. This project report also provides a thorough exposition of the conventional methods and utilizations of smart inverters to enhance the connectivity of DGs in their distribution grids.

Frequency Response of Instrument Transformers and Related Systems for Power Quality ApplicationsWhen addressing frequency response characteristics, evaluation of the attenuation or amplification in harmonics measurement must be undertaken, as well as the phase shift at both fundamental and harmonic frequencies. Due to the lack of a commonly agreed-upon definition of reactive power in the presence of harmonics, the impact of harmonics on practical reactive power measurement may be discussed for reference purpose. The focus of this work is on the technical characteristics of instrument transformers – in particular, the frequency response that directly impacts PQ measurement. For various types of instrument transformers, their frequency bandwidth, accuracy, and vulnerability to electromagnetic interference were analyzed, and typical ranges presented.

Statistical Methods for Aggregating, Characterizing, and Assessing Big Data from Distribution NetworksData-based insights are critical to real-time grid operations and running a utility enterprise in an era rife with disruptive technological and market forces. This work provides utility engineers with a detailed understanding of applied mathematics for aggregating, compressing, characterizing, and analyzing large amounts of power system data. With this information, engineers with programming experience will be able to develop automated scripting processes to mine huge amounts of power system measurement data, allowing system operators to engage proactively with disturbances.

2019 Training Webinars, Surveys, and Information Exchanges • Harmonics • Christina Lake Project – Cryptocurrency Server Farm Update • Transients • Principles of Short Circuit Current Measurement and Comparison with Modeling • U.S. Department of Energy Voices of Experience Initiative: The Value of AMI - Beyond Billing

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Technical AdvisorMr. Dennis Hansen worked with PacifiCorp, where he was principal engineer of Engineering Technical Services. In this role, he managed a group that handled a variety of issues for which engineering standards were marginal, emerging,

or did not exist. This included distributed generation, energy storage devices, energy saving devices, audible noise, ac corrosion, stray voltage, and electrodynamic field effects.

PQAT

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2020 Highlight ProjectsResponse of Small-Scale PV Inverters to Power System Events Laboratory testing will be performed on a number of common PV inverters in order to understand their responses to power system events, including over/under voltage and over/under frequency, as well as how small-scale grid-tied PV inverters will behave during such events. The work will include a substantial review of currently available literature and standards relevant to the fault ride through capabilities and settings of small-scale grid-tied inverter systems.


• Web-Based Power Quality Teaching Tools

• Response of Small-Scale PV Inverters to Power System Events

• Mitigation of Harmonic-Caused Problems in Modern Distribution Systems

• Voltage Induction on Pipelines Caused by Power Line Harmonic Currents, Phase II - Assessment Methods

• Practical Aspects of Dealing with DER-Related Voltage Control

Mitigation of Harmonic-Caused Problems in Modern Distribution SystemsThe widespread adoption of power electronic supplied loads has led to noticeable increases of 3rd, 5th, and 7th harmonics in present-day power distribution systems. The consequences of this include excessive stress on distribution equipment, increased customer complaints, and added costs in operating transmission systems. Since the harmonic sources are scattered in homes, office buildings,

Voltage Induction on Pipelines Caused by Power Line Harmonic Currents, Phase II - Assessment MethodsVoltage induction on pipelines is closely related to safety, which is the top concern for the industry; thus, a PQ (harmonic distortion) issue is transformed into a safety issue. Since pipeline networks are huge and shared corridors are common, the problem of harmonic voltage induction could

Topics & Issues

• Customer PQ• PQ Monitoring and Data Analytics• PQ Impacts of DER Integration• Transmission PQ

have significant financial and legal implications. This project represents an important first step for utilities to address this problem proactively. The project findings will equip sponsors with the knowledge and tools to effectively interact with the pipeline industry.

and small industrial facilities, there are no individual customers responsible for the consequences, thus the host utility becomes responsible for mitigating the resulting PQ problems.

DEMAND SIDE ENERGY MANAGEMENT PROGRAMProgram OverviewConsumer pressure for energy cost reductions, increasing environmental regulations and regulatory changes, and energy availability and reliability issues are challenging to both electric and gas utilities. The main objective of the Demand Side Energy Management Program (DSMP) is to facilitate energy providers helping consumers achieve energy reduction through the development, demonstration, and commercialization of energy solutions. Participants are able to create new products and energy streams, develop new standards/guidelines/programs for energy efficiency and DSM applications, and provide solutions for customer problems based on new technologies.

Target Audience: Program managers, directors, and specialists in energy efficiency, demand-side management, conservation management, energy utilization, evaluation, and customer programs

2019 Highlight ProjectAnalysis of Attribution of Energy Savings at the End of PersistenceFrom the perspective of energy savings attribution, this work reviewed the impacts and benefits created by common commercial and industrial energy conservation measures (ECMs) – mainly those involving lighting products. It developed an effective useful life (EUL) assessment method involving 1) studying a program’s persistence by examining its technical and behavioural retention and degradation factors and 2) attributing savings to a program’s market effects after an ECM’s EUL.

2019 General Meeting• Tour: Alarm.com Smart Home• Greenhouse Energy Profile Study Results • Consumer Programs for Electrification

Information Exchange TopicsMembers may submit a request for information (RFI) to the group to receive timely and in-depth guidance from their peers on issues of importance. A summary of responses is compiled and sent to all respondents. The RFI process is valuable for individuals looking for information to support decision-making, as well as for the group at large as an informal benchmarking tool. Examples of RFIs include:

• Hot Water Heater Pilot Programs• Utility Internal Energy Management Programs• Electric Vehicle Station Agreements• Electric Vehicle Modelling and Forecasting• Load Data for Electric Arc Furnaces• Load Estimates for Freezers/Cold Storage

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2019 Featured Webinars• Prioritizing Electric Miles over Electric

Vehicles Will Deliver Greater Benefit at Lower Cost

• Beyond Widgets: Systems Approaches for Utility Incentive Programs for Energy Efficiency and Demand Response in Buildings

• Improving Energy Efficiency Policies and Programs for Small-Medium Industrial Operations

• Energy Efficiency in Growing Cannabis• Energy Efficiency and Small-Scale

Renewable Energy Potential Study• Energy Management in Industry:

Barriers, Drivers, and Ways Forward• The Role of Real-Time Monitoring in

M&V and Energy Audits

Technical AdvisorDr. Eric Mazzi has over 25 years of experience in applied engineering practice, policy research, and teaching. From 2007 to 2010, he was involved in BC Hydro’s Power Smart Engineering (PSE) group, and has continued performing technical reviews for PSE on a contractual basis since 2010. Dr. Mazzi is a registered professional engineer and certified energy manager. He completed

a doctoral training fellowship in UBC’s Bridge Program (Engineering, Policy, and Public Health). From 2009 to 2014, Dr. Mazzi was the lead instructor for UBC’s Master of Engineering Clean Energy program, and is currently an adjunct professor of Energy Management with the New York Institute of Technology.

DSMP

• Tour: Alarm.com Smart Home• Greenhouse Energy Profile Study Results • Consumer Programs for Electrification

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2020 Highlight ProjectsEnergy Management Best Practices for Cannabis Warehouses and GreenhousesWith regard to energy use in cannabis facilities, utilities require comprehensive information, from which future conservation activities may be developed; however, there is currently a lack of such information in the industry. This study focuses on energy consumption in greenhouse and warehouse facilities that produce cannabis, taking data from specific climate zones. The following five categories will be the focus of the measure-related research and savings analyses: LED lighting, dehumidification, space cooling, energy curtains, and horticulture production approaches.

Commercial refrigeration consumes significant energy, and a high proportion of display cases used in food retail are not equipped with glass doors (i.e., they are open display cases). Open display cases may be more accessible to customers, but are significantly less energy-efficient than closed cases. This work will quantify the savings resulting from display cases with glass doors. The first of two phases identifies base case refrigerator units (without glass doors) and improved efficiency units with glass doors, and determines the conservation demand management (CDM) or DSM measure potential appropriate for the member’s marketplace by ASHRAE Climate Zone. It also helps identify standard lengths of refrigerator units, if applicable. The second phase is a technical assessment of energy savings, costs, payback, market share, market opportunity, technical requirements, marketing and/or other barriers, and additional requirements.

Energy Efficient Refrigerator Glass Doors for the Commercial Sector

Topics & Issues

• Electricity and Natural Gas• Commercial, Residential, Industrial,

and Agricultural Sectors• Energy Efficiency, Conservation, and

Management• ECM/DSM Program Design and

Evaluation• Measurement and Verification• Supporting Regulations, Codes and

Standards• Demand Response• Electric Vehicles • Electrification• Non-Energy Benefits• Customer-Based Distributed

Generation• New Technologies

• Emerging Lighting Technologies for Health Care and Assisted Living Environments• Mapping the Future of EV Adoption • City of Seattle EV Programs and Experiences• Electric Long-Haul Trucks and Load Growth Potential

2020 Scheduled Webinars

The DSMP group at their 2019 general meeting in Washington D.C. (from left to right, standing): Silvia Khurrum of Con Edison, Nick DeAngelo of Singing River Electric Cooperative, Zhentao Wei of Enbridge Gas Distribution, Brian Sloboda of the National Rural Electric Cooperative Association (NRECA), Matt Porth of Mid-Carolina Electric Cooperative, Eric Mazzi of CEATI International, and (sitting) Jason Ivall and Alexandra Sammons of CEATI International.

WOMEN IN POWER (WiP)

Program OverviewThe Women in Power (WiP) group was created in 2017 in an effort to 1) facilitate networking between women in the industry 2) promote engineering to women (especially new engineers and those just starting out in their careers) 3) share common challenges and strategies for overcoming obstacles as females in a highly male-populated field and 4) encourage collaboration and discussion within the industry on how to successfully encourage and support women in the energy sector.

The Mentorship Triad Program, whereby CEATI creates groups of 3-4 women presently at different stages in their career to network, share experiences, and provide one another with advice.

Current Initiatives

• Women in Power Networking Reception at the 2019 Hydropower Conference, featuring the following panelists: Karen Knight, Unnur Thorvaldsdottir, and Sharon Roach.

• Women in Power Networking Breakfast at the 2019 Protection & Control Conference• Women in Power Networking Reception at the 2019 Asset Management Conference featuring Ruth Wallsgrover,

Janna Morrison, and Natalie Nowicki.• Women in Power Networking Reception at the 2019 T&D/Smart Grid/Renewable Integration Conference

featuring Marianna Vaiman, Jennifer Hiscock, and Sarah Wagoner.


• WiP Mentorship Triad• Featured speaker: Joanna Osawe, Women in Renewable Energy (WiRE)• Featured speaker: Sarah Davis of Seattle Light, founder and chair of their WiP group. • Featured speaker: Susan Hollett of WinSETT (Women in Science, Engineering, Trades and Technology), featuring

a 30-minute snapshot of their special topic on negotiating skills


2020 Planned InitiativesWomen in Power Networking Receptions:• 2020 Hydropower Conference Palm Springs, CA – March 4th, 2020 • 2020 Fall Conference Phoenix, AZ – September 30th, 2020 • 2020 Asset Management Conference Seattle, WA – October 28th, 2020

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Face-to-face networking at industry-open CEATI conferences.

The Women in Power Webinar Series, with a goal of sharing the personal experiences of women in the industry. Women In Power Panelists at the 2019 T&D/Smart Grid/Renewable Integration

Conferences (from left to right): Sarah Wagoner of DOE, Kitty Shephard of CEATI International, Marianna Vaiman of V&R Energy, and Jennifer Hiscock of NRCAN.

SENIOR LEADERS COUNCIL (SLC)

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Program OverviewThe Senior Leaders Council (SLC) provides a focused, utility-only platform for corporate leaders to exchange insights around emerging industry trends, as well as strategies and best practices for tackling key power utility challenges. The SLC assists its members in improving their ability to establish peer networks across organizations and functions, become better change drivers, and provide a roadmap to deliver better business results. Participation is open to utility representatives working at the levels of General Manager, Vice-President, or above, in organizations supporting one or more CEATI interest groups or programs spanning across generation, transmission, distribution, and utilization.

2019 Event HighlightsThe SLC held two face-to-face meetings that included focused discussions on succession planning, utilities of the future, risk management, and leveraging monitoring and diagnostic data to support asset management decisions. The SLC also catalyzed the creation of CEATI’s Health & Safety Interest Group (HSIG).

Topics of Interest• Safety• Risk Management• Staffing and Retention• Employee Well-Being

and Satisfaction• Stakeholder Relations• Customer Choice• Data Management

2020 Planned InitiativesFace-to-face Meeting: 2020 Hydropower Conference Palm Springs, CA – March 4th, 2020

• Integrated Resource Planning

• Markets• Innovation and Utilities

of the Future• Compliance• Business Planning and

Continuity

YOUNG PROFESSIONALS GROUP (YPG)Program OverviewThe Young Professionals Group (YPG) provides a focused, CEATI-wide, industry-open forum for young professionals to network with their peers across the energy sector, discuss common challenges, and share experiences and strategies for positive career growth. This group will provide opportunities for collaboration and professional development and is open to all; however the general target audience is those in the early stages of their careers (loosely defined as less than 10 years of experience).

2019 Event HighlightsSince its creation in August 2019, the YPG has hosted networking lunches at the Transmission and Asset Management Fall Conferences. A steering committee was formed to help direct and develop the program.

Topics of Interest• Generation Gaps• Career Planning • Mentorships• Networking

• Work/Life Balance• Training and Succession

Planning• Building Leaderships

Skills

• 2020 Hydropower Conference Palm Springs, CA – March 4th, 2020: Afternoon program will include a forum for discussion on common challenges faced by young professionals, as well as professional development breakout sessions and a networking reception.

• 2020 T&D Conference San Diego, CA – November 16th, 2020: Afternoon program and networking reception• Conference calls• Webinars


RESEARCH & DEVELOPMENT COORDINATION COUNCIL (RDCC)HEALTH & SAFETY INTEREST GROUP (HSIG)

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Program OverviewBuilding a strong organizational safety culture is a continuous, top-down effort whereby leadership establishes the framework for corporate responsibility and individual accountability. Beyond the legal requirements, having a comprehensive and well-managed health and safety program demonstrates a company’s commitment to the welfare of both its employees and external stakeholders (customers, investors, etc.) that are adversely impacted by business disruption. CEATI’s Health & Safety Interest Group (HSIG) provides a focused, utility-only platform for exchanging best practices and strategies concerning employee health and safety. The ultimate objective is to equip members with the required knowledge, resources, and tools to help develop, implement, manage, evaluate, and improve organizational health and safety programs, as well as overall corporate safety posture.

• Best Practices on Utility Health & Safety Programs

Current Initiatives

º Frameworks for Good Health & Safety Programs

º Program evaluation and key performance indicators (KPI)

• Risk Assessment & Hazard Analysis • Lock Out/Tag Out• Inter-Utility Benchmarking

• Ergonomics• Contractor Health & Safety

Topics of Interest

º Use of External Organizations to Pre-Qualify Contractors

• Human Performance Training• Health and Wellness Programs• Accident Investigation and Root Cause Analysis• Emergency Response• Violence in the Workplace

2020 Planned Initiatives• Face-to-face meeting (June 2020)• Quarterly calls• Webinars

RESEARCH & DEVELOPMENT COORDINATION COUNCIL (RDCC)

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Program OverviewCEATI initiated the focused Research and Development Coordination Committee (RDCC) in 2019, bringing together those member representatives responsible for R&D portfolio management and coordination within their organizations. The goals of this forum are to 1) benchmark both the technical and programmatic aspects of managing an R&D portfolio, 2) to share with one another which topics and technologies are being considered and included, as well as how these are prioritized and selected; how the research is funded and carried out, and how the results are communicated and disseminated, and 3) investigate how benefits and return on investment are determined.

By sharing these details with one another, RDCC group members can identify best practices, avoid duplication of efforts, and collaborate to leverage strengths and funding. Finally, should a research gap be identified, CEATI would be in a position to facilitate its investigation via one or several of its 22 interest groups, programs, and task forces.

• Strategic R&D Portfolio Content Development• Portfolio Implementation, Operation, and

Management• Portfolio Evaluation and Key Performance

Indicators (KPI)• Strategies to Promote Research Partnerships

and Collaboration

Topics & Issues



• Opportunities for Funding and Resources• Stakeholder Outreach, Engagement,

Consultation, and Coordination• Internal Coordination and Communication

Protocols• External Dissemination of Results• Value Proposition and Measurement

Fall 2019 General Meeting Phoenix, AZ – October 31st, 2019

• Face-to-face meeting • Scoping of Key Performance Indicators for R&D Projects

March 3-4

April 28-29

September 29-30

HydropowerPalm Springs, California

Protection & ControlFort Lauderdale, Florida

StationsPhoenix, Arizona

Smart GridPhoenix, Arizona

Grounding & LightningPhoenix, Arizona

For additional information on our upcoming conferences, visit www.ceati.com or find us online!

@MyCeati@CEATIhydro CEATI International CEATI International

October 27-28Asset ManagementSeattle, Washington

2020 INDUSTRY CONFERENCES

November 17-18 TransmissionSan Diego, California

Vegetation ManagementSan Diego, California

CablesSan Diego, California

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CEATI International 1010 Sherbrooke St W, Montreal, QC H3A 2R7+1 514 866 5377

Documents

PROGRAM ANNUAL REVIEW in Review 2019-2020.pdf · than 20 focus areas across generation, transmission, distribution, and utilization, CEATI programs ... lect the contractor team, and