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Nationwide Resilient Communications System (N RCS) Kickoff Meeting Document 9 - Attachment 1 Matt Wakefield, (mwakefield@epri.com) Director, Information, Communication and Cyber Security, EPRI Ben Sooter, (bsooter@epri.com) Program Manager, Cyber Security, EPRI Rodney O'Bryant, (raobryan@southernco.com), EMS General Manager, Southern Company Tom Galloway, (tgalloway@natf.com) President and CEO of North American Transmission Forum Jesse Sythe, (jesse.sythe@eisac.om) GridEx Program Manager, Electricity Information Sharing and Analysis Center Tim Godfrey, (tgodfrey@epri.com) Senior Technical Executive, Telecommunications, EPRI Jay Herman, (jherman@epri.com) Principal Technical Leader, Telecommunications, EPRI Click on three dots "..." Select "Slido" to take the poll Select "Content" to download Presentation O Slido (polli and Q&A) Wednesday, January 22, 2025 Use the Chat throughout the presentation e Content www.epri.com I 2025 Electric Power Research Institute, Inc. All rights reserved. 3 0 Sierra Club v. Dept of Energy, 4:25-cv-5027 SC_EVERSPLIT0021081 Agenda Background Why a Nationwide Resilient Communications System is Needed Project overview Review findings of prior work Fundamental requirements Discussion & Call to Action 2025 Electric Power Research Institute, Inc All rights reserved. Sierra Club v. Dept of Energy, 4:25-cv-5027 SC_EVERSPLIT0021082 Background Sierra Club v. Dept of Energy, 4:25-cv-5027 SC_EVERSPLIT0021083 Black Sky Events & Hazards (Man Made and Natural) A Black Sky event: An extraordinary, hazardous event producing large, regional infrastructure disruptions that last significantly longer than typical weather or operational outages. It impacts electricity, natural gas, water, wastewater treatment, telecommunications and transportation services .11=4I-a4. EMP -- High Altitude Electromagnetic Pulse IEMI -- Intentional Electromagnetic Interference Cyber Terrorism -- Recently, Salt Typhoon Coordinated Physical Assault Wildfires Seismic Event -- High Magnitude Earthquake GMD -- Geomagnetic Disturbance (Severe Space Weather) Hurricanes and Other Severe Weather Events ti Hurricane Maria -- Puerto Rico What Critical Capabilities do We Need to Recover the Grid? 4 2025 Electric Power Research Institute, Inc. All rights reserved. C. .1 121 Sierra Club v. Dept of Energy, 4:25-cv-5027 SC_EVERSPLIT0021084 NATF Spare Tire Project - Voice & Data Communication Needs External voice communications 2. Internal voice communications 3. Area Contru. ,_,, (ACE) calc,tation 4. Frequency telemetry s. Transmission system monitoring and control 6. Generation dispatch and Automatic Generation Control (AGC) 7. Personnel deployment ("human Remote Terminal Unit (RTU")) 8. State estimation/real-time contingency analysis 9. Interchange scheduling 10. Off-line power flow analysis ii. Load and wind forecasting El( -1 71-- fErilt ="" Communications are Critical to Recover from a Black Sky Event 5 2025 Electric Power Research Institute, Inc. All rights reserved. Sierra Club v. Dept of Energy, 4:25-cv-5027 SC_EVERSPLIT0021085 Black Sky Communications - Why Important No nationwide, coordinated technical communication solution exists today Increasing natural and man-made threats Existing Emergency Communication Solutions Challenges: Many individual satellite phones are dependent on ground stations & commercial carriers -- which are assumed to be down in a black sky event Don't natively provide multi-party conference calls Are not interoperable with primary and backup communications WE NEED Y U There is a growing need to establish a nationwide solution EPRI Approach - Industry Collaboration: Formalize Engineering & Design Spec to Meet Nationwide Requirements Inform a Phase 2 Buildout and Operational Sustainment Plan 2025 Electric Power Research Institute, Inc All rights reserved. Sierra Club v. Dept of Energy, 4:25-cv-5027 SC_EVERSPLIT0021086 I:II:=15!IIIMI2ii E-ISAC ELECTRICITY INFORMATION SHARING AND ANALYSIS CENTER Resilient Communications Project Update Jesse Sythe E-ISAC GridEx Program Manager TLP:CLEAR RELIABILITY I RESILIENCE I SECURITY Sierra Club v. Dept of Energy, 4:25-cv-5027 SC_EVERSPLIT0021087 A DIVISION Of NERC E-ISAC ELECTRICITY INFORMATION SHARING AND ANALYSIS CENTER GridEx V, VI, and VII identified gaps in communication: Project Background Expanding the type of information communicated. 2. Need for increased resilience of existing communications channels. Importance of clear roles in crisis communications plans. Large-scale events strain grid monitoring and control capabilities. For the past three GridEx iterations, over 60% of the recommendations have been related to communication. Sierra Club v. Dept of Energy, 4:25-cv-5027 RELIABILITY I RESILIENCE I SECURIT SC_EVERSPLIT0021088 E-ISAC ELECTRICITY INFORMATION SHARING AND ANALYSIS CENTER Project Objectives im.inh eft Define resilient communications challenges that ESCC leadership faces during large scale incidents 9 Assess the current state of communications platforms and processes by reviewing existing policies and interviewing industry leaders Develop recommendations to close the gap between the current state of communications platforms and processes, with the communication capability desired by ESCC leadership Sierra Club v. Dept of Energy, 4:25-cv-5027 RELIABILITY I RESILIENCE I SECURIT SC_EVERSPLIT0021089 A DIVISION Of NE RC E-ISAC ELECTRICITY INFORMATION SHARING AND ANALYSIS CENTER Initial Findings Existing NA-wide coordination processes do not adequately reflect communications needs during major events Familiarity with these coordination processes varies widely Communication tools currently in use vary widely There is no single "minimum viable product" PACE planning should be incorporated into these coordination processes, recognizing technological flexibility and optionality will be key to ensuring continuity of operations Final report February 2025 Primary Alternate Contingency Emergency The best, and intended, methods of communications Another common, but less optimal method Method may not be as fast, convenient or reliable, but can accomplish the task Communication method of last resort. Emergency methods may cause delays or otherwise affect operations RELIABILITY I RESILIENCE I SECURI Sierra Club v. Dept of Energy, 4:25-cv-5027 SC_EVERSPLIT0021090 Project Overview Sierra Club v. Dept of Energy, 4:25-cv-5027 SC_EVERSPLIT0021091 EPRI National Resilient Communications Project Black Sky Event tio An event producing large, N regional infrastructure disruptions of long _c duration U N Impacts electricity, natural _c gas, water, wastewater treatment, telecommunications and transportation services Communications is essential to enable restoration and black start 4-; Independent of Commercial UU Communication Solutions C Capable of operating for weeks without an external C power source 0 4J Hardened against Black Sky hazards 0 (1) Inexpensive enough to be stationed &/or mobilized to critical nodes Interoperable with other existing systems & Scalable -- Regionally, Nationally Permanent Fixed Stations 0 (Intended for ECCs, EOCs, ;73 and other large critical 0 facilities) Estimated station cost $400K -0 Plus site improvements and installation 0 Equipment Bill of Materials (BOM) 0 VSAT GEO terminal LEO terminals HF base station and antenna Interoperability bridge Leverage extended duration emergency power from host facility Funding Strategy EPRI and group of utilities develop requirements as a supplemental project. Establish core deployment sites ready to commit to cost share Socialize concept with DOE, NATF, NERC, and other organizations and stakeholders Prepare proposal for GRIP 3.0 FOA Transpoil Comm Systems Options Mutualink WAN 2025 Electric Power Research Institute, Inc. All rights reserved. Sierra Club v. Dept of Energy, 4:25-cv-5027 J 21 SC_EVERSPLIT0021092 Proposed Project Tasks Phase 1 (This project) Requirements Definition Determine min viable RFI/RFP Design Spec Phase 2 (Follow-on project) Pause Gain Industry Feedback to determine Next Ste s Phase 2 Options Pursue DOE GRIP 3.0 Proposal (if it comes out) Pursue Industry Led Nationwide Solution 1 2025 Electric Power Research Institute, Inc rights reserved. Sierra Club v. Dept of Energy, 4:25-cv-5027 SC_EVERSPLIT0021093 Reasons to Participate Increased resiliency of the bulk electric system due to reduced likelihood of major communications outages Define requirements and a technical specification to provide an NRCS capability. Demonstrate NERC/CIP compliance with regulations and standards around emergency and alternative communications. COM-001-3 Alternative Interpersonal Communication capability Common methods of compliance may not be enough 14 2025 Electric Power Research Institute, Inc All rights reserved. Image by Al Sierra Club v. Dept of Energy, 4:25-cv-5027 SC_EVERSPLIT0021094 EPRI Nationwide Resilient Communications Solution (NRCS) project Objectives and Scope Define requirements for a minimum viable system. Ca.c t. i.c:2 dots Select "Slido" to take the poll Select "Content" to download Presentation & Pro ect Overviews Completely independent of commercial service providers but can interoperate with terrestrial service providers and internet when and if available. g and Q&A) Issue vendor RFI/RFP's and produce a design specification. Value Increased resiliency of the bulk electric system Improve understanding of requirements and the technology necessary to provide an NRCS capability. Contribute to an ability to demonstrate NERC/CIP compliance with regulations and standards around emergency and alternative communications. Deliverables Documented Requirements for a NRCS Inform Phase 2 -- Buildout and Sustainable Operational Plan https://www.epri.com/research/products/000000003002031079 Membership $45k 9 Months duration Q1 Q2-Q4 Industry Awareness & feedback Open Webcasts Project duration Member Only Participation Contacts EPRI Customer Assistance center, askeori@eori.corn Jay Herman, Project Lead, iherman@epri.com Tim Godfrey, 1CT, tqodfrev@epri.corn Matt Wakefield, ICCS, mwakefield@epri.corn Interdependency and the black sky hazard has been recognized as a key vulnerability by the DOE 15 2025 Electric Power Research Institute, IN,- All rigits reserved. ar=lal Sierra Club v. Dept of Energy, 4:25-cv-5027 SC_EVERSPLIT0021095 Review Findings of Prior Work Sierra Club v. Dept of Energy, 4:25-cv-5027 SC_EVERSPLIT0021096 ESCC Resilient Communications Working Group (RCWG) Demo Problem Statement Resilient communication systems that BES operators presently have, in addition to their primary and backup systems, are mostly individual satellite phones which allow point to point communications to either other satellite phones or operating commercial phone systems. These satellite phones do not natively support multi-party conference call and are not interoperable with the primary and backup communications. Approach Identification of the essential electric grid functions and emergency communication requirements A short-term demonstration of COTS technologies that have the potential to satisfy the requirements for a resilient emergency communications capability. EPRI Report: Resilient Communication Demonstration Project: Demonstration Evaluation Report ID 2025 Electric Power Research Institute, Inc All rights reserved. Sierra Club v. Dept of Energy, 4:25-cv-5027 SC_EVERSPLIT0021097 ESCC RCWG Demo Project Needs Assessment Support four stages of restoration: Stage 1 - Initial "all-call" ..of Transmission Owner/Operator (TO/TOP) control centers with Regional Balancing Authorities (BAs) or Reliability Coordinators (RCs) Stage 2 - Visibility into the substations ..that are essential to establishing an initial picture of grid status and behavior. These substations reside at the intersection of primary transmission corridors or load pockets Stage 3 - Execution of Black Start Plans for grid restoration. This is the first tier where persistent connectivity to individual generation sites for dispatch is required, given the level of system visibility (albeit limited) into the current state of the system Stage 4 - At this critical stage of restoration ..when voltage flows and balancing are still volatile, tie-line and substations monitoring is essential for the restoration to the next tier of priority loads following black start critical loads. This category can include life support infrastructure systems such as water/wastewater, natural gas bulk delivery systems, and the commercial communications backbone. 2025 Electric Power Research Institute, Inc All rights reserved. Sierra Club v. Dept of Energy, 4:25-cv-5027 SI=12I SC_EVERSPLIT0021098 ESCC RCWG Demo Project Stakeholder Identification Stage 1 through 4 requires resilient communications between the following stakeholders: a) Transmission Owner/Operator (TO/TOP) control centers b) Regional Balancing Authorities (BA) or Reliability Coordinators (RC) c) A subset of generators d) A subset of substations e) Critical loads Image by AI 19 2025 Electric Power Research Institute, Inc. All rights reserved. al=121 Sierra Club v. Dept of Energy, 4:25-cv-5027 SC_EVERSPLIT0021099 ESCC RCWG Demo Solution Design Considerations Survivability, Interoperability, Scalability, Maintainability, Deploy-ability Investigated temporary deployment of two types of COTS solutions: Emergency Communication Solution -- a private network communications equipment, systems that provide full-duplex, real-time, point-to-point, voice channels at distances of up to 1,000 miles without requiring additional terrestrial infrastructure. lnteroperability Solution -- consisting of distributed components that provide the functionality of bridging (conference call) and gateway (interconnection and/or extension of different communications paths). Survivability Scalability Interoperability Maintainability Deploy-ability 2025 Electric Power Research Institute, Inc. All rights reserved. Sierra Club v. Dept of Energy, 4:25-cv-5027 Er=la SC_EVERSPLIT0021100 ESCC RCWG Demonstration System Architecture NYPA Satellite Transport Media Types Southern Transport Caroms Systems Options PJM Mutualudi WAN 4 FM ) Voice/Data communications 42g Interface taa _ Voice/Data communications Interface iaitt 'sae* 4 !Rio SUS . EPRI Report: Resilient Communication Demonstration Demonstration Evaluation Report 2025 Electric Power Research Institute, Inc. All rights reserved. Sierra Club v. Dept of Energy, 4:25-cv-5027 SC_EVERSPLIT0021101 ESCC RCWG Demonstration Project Key Learnings Two-hop broadband GEO satellite link NOT dependent on Ground stations were effective A network of point-to-point, two-hop*, broadband GEO satellite links created an effective backbone for reliable, low latency, voice communications between the three core sites across long distances. An interoperability solution enabled connectivity to communication systems as they recover The common interoperability solution at the core sites was effective in connecting with and bridging a variety of edge site communications technologies (Inmarsat BGAN, Iridium, Globalstar, LMR, and POTS. Use of COTS enabled using standard interfaces and protocols All technologies and vendors selected were COTS and integration used standard interfaces and protocols; however, a lab or factory integration test was not performed but likely would have improved results. HF Radio Network was effective, but further investigation against requirements is needed HF radio network with remote base stations and NOC was effective in connecting to individual sites and between pairs of sites; however, the three-way connection between the core sites was not established using ALE and a contributing factor was inadequate operator training on the use of the radio consoles. LEO terminals have physical unobstructed view requirements LEO terminals (both mobile handheld and fixed station) require an expansive, 360 degree unobstructed view towards the horizon for reliable communications. * No reliance on satellite operators' ground stations, gateways, commercial carriers 1=121 Sierra Club v. Dept of Energy, 4:25-cv-5027 SC_EVERSPLIT0021102 Fundamental Requirements Sierra Club v. Dept of Energy, 4:25-cv-5027 SC_EVERSPLIT0021103 Requirements Definition Approach Start with findings from previous work Refine and clarify, but avoid scope creep v Formal requirements definition likely not needed if continue restriction to COTS solutions Natural language requirements statements will be developed 24 2025 Electric Power Research Institute, Inc. All rights reserved. Sierra Club v. Dept of Energy, 4:25-cv-5027 C!='21 SC_EVERSPLIT0021104 Baseline Fundamental functional requirements Communications component Provides one or more voice channels (VoIP) Full-duplex capabilities (simultaneous talk/listen) Real-time experience (one-way latency less than 500 ms preferable) Simultaneous connection and operation between multiple* distant locations (scalable with tiered architecture to greater numbers for potential post-demo pilot project followed by wide-scale industry adoption) Continuous communications after initial setup and link establishment, i.e. channel remains open with no user actions (e.g. push to talk, dialing or other signaling) necessary to talk or listen Interoperability component Bridging of multiple (min. number TBD) selected voice communications channels to provide conference call functionality Interconnection of two selected voice communications channels to provide extension of one remote channel to a second remote channel Interface with minimum number (TBD ) of voice communications channels * Based on agreed-upon minimum viable deployment 2025 Electric Power Research Institute, Inc All rights reserved. Or=121 Sierra Club v. Dept of Energy, 4:25-cv-5027 SC_EVERSPLIT0021105 Initial Requirements Based on Prior Project Verizon Frontline OwMomistoet 26 Set II Satellite Transport Media Types HF Transport Comms Systems Options k Interoperability Component voice/Data communications Interface Voice/Data communications Interface SUB 626so. an Highly Resilient and Widely Scalable 2025 Electric Power Research Institute, Inc All rights reserved. Sierra Club v. Dept of Energy, 4:25-cv-5027 Internet Private Fiber Local Wireline Telephone Service Providers SC_EVERSPLIT0021106 Discussion Sierra Club v. Dept of Energy, 4:25-cv-5027 SC_EVERSPLIT0021107 Considerations & Discussion Items Discussion Items What other requirements should be considered for a minimum viable solution? Technical Requirements Industry Stakeholder Requirements What other Stakeholders should be engaged in this effort? Beyond NERC /CIP are you subject to any state/local/PUC requirements for communications resiliency? Considerations for you Have you done a self-assessment on your emergency communications for a Black Sky Event? Have you analyzed external entities on different systems where public communications service provider networks are used? Enter Comments in the Chat or Unmute yourself to Speak 28 2025 Electric Power Research Institute, Inc. All rights reserved. ar=121 Sierra Club v. Dept of Energy, 4:25-cv-5027 SC_EVERSPLIT0021108 Previous Vendors for the RFP and Demo Communications Component Globalstar Inc Intelsat Stallion Oilfield Services (Intelsat VAR) Collins Aerospace - Urgentlink Blue Sky Networks LLC (Iridium) Interoperability Component Mutualink Are there other Vendors to Consider for a COTS solution? Enter Comments in the Chat or Unmute Yourself Image by Al 29 2025 Electric Power Research Institute, Inc. All rights reserved. al=1-21 Sierra Club v. Dept of Energy, 4:25-cv-5027 SC_EVERSPLIT0021109 Final Discussion and Feedback Communication Resiliency Self-Assessment Key Item Sagan! intitlar 1 Determining Minimum Viable Implementation Balancing Authority Areas a tit NI I "1=tr.' I qatinpingl Opt Stall PUN /Morel Call for Action -- We Need Critical Mass Participation for a True Nationwide Solution Please respond to the Poll if interested 30 2025 Electric Power Research Institute, Inc. All rights reserved. Sierra Club v. Dept of Energy, 4:25-cv-5027 SC_EVERSPLIT0021110 EPRI Nationwide Resilient Communications Solution (NRCS) project Objectives and Scope Define requirements for a minimum viable system. Click oil Ciiree dots ... Select "Slido" to take the poll Completely independent of commercial service providers but can interoperate with terrestrial service providers and internet when and if available. Issue vendor RFI/RFP's and produce a design specification. Value Increased resiliency of the bulk electric system Improve understanding of requirements and the technology necessary to provide an NRCS capability. Contribute to an ability to demonstrate NERC/CIP compliance with regulations and standards around emergency and alternative communications. Deliverables Documented Requirements for a NRCS Inform Phase 2 -- Buildout and Sustainable Operational Plan https://www.epri.com/research/products/000000003002031079 ,,,IN. '111 ,T4 t.i,OareN;N.c$gWuraa..n....w....... k's lli ii, i .....eA. MSEMpaOrtlyMr.SiPtaIIfIfMil.i itIII.I1IIII1N!SSFliteirbaille I f or i---frit! Is:** r -fer Slido (polls g and Q&A) e Content Membership $45k 9 Months duration Q1 Q2-Q4 Industry Awareness & feedback Open Webcasts Project duration Member Only Participation Contacts EPRI Customer Assistance center, askeori@eori.corn Jay Herman, Project Lead, iherman@epri.com Tim Godfrey, 1CT, tqodfrev@epri.corn Matt Wakefield, ICCS, mwakefield@epri.corn Interdependency and the black sky hazard has been recognized as a key vulnerability by the DOE 31 2025 Electric Power Research Institute, IN,- All rigits reserved. Sierra Club v. Dept of Energy, 4:25-cv-5027 SC_EVERSPLIT0021111 TOGETHER...SHAPING THE FUTURE OF ENERGY in x f www.epri.com 20Z4 Electric Power Research Institute, Inc. All rights reserved Sierra Club v. Dept of Energy, 4:25-cv-5027 SC_EVERSPLIT0021112