Our policy and planning team track the evolving energy landscape so clients can communicate their value proposition to investors, customers, and regulators alike. We come in where you need us and can work with you to develop rate filing strategies, and provide interrogatory and expert witness support at technical hearings. We have been developing data-driven, customer-focused, and defensible reports, as well as investment plans and analyses to support regulatory requirements, for over 15 years.

Our certified asset management assessors (CAMA) work with our engineers, economists, and statisticians to deliver robust, accurate, and justifiable asset management strategies and the asset management plans that underpin the strategy and allow our customers to justify and optimally develop their investment plans.

Our team of experts also provide audit, advisory and assurance services to our clients. These services ensure our clients are delivering what their customers want, using the latest industry practices, as well as meeting any regulatory or investor related objectives.

Some of the key services the Policy & Planning team offer are:

  • Policy Planning & Regulatory Strategy Support & Review
  • Industry Benchmarking Review
  • Third-Party Regulatory Witness Reports & Testimony
  • Customer Engagement Program Development•       Asset Management Policy and Asset Management Plan Development
  • Generation, Transmission & Distribution System Plans
  • Investment Plans
  • Business Case Development & Review
  • Audit, Advisory & Assurance
  • Strategic Review and Planning
  • Utility Strategy Development

200+

200+ Asset Management Plans Completed and Rate Filing plans to support utilities in their regulatory proceedings

50+

50+ Distribution System Plans to support utilities in their regulatory reporting procedures

$100M

Supported utilities in receiving approval for over $100million of investments across Canada

Policy & Regulation

Our team of seasoned policy and regulation experts has the finger on the pulse on the latest energy policies and regulations. We provide our clients with the latest policy and regulatory insights and what it means for them. We act as your strategic consultant and support you in developing an overarching regulatory strategy that will guide you through regulatory processes, and present key insights for evidence.

We design and facilitate extensive customer engagement programs helping customers identify their customer needs. Using the outputs of the customer engagement program, we help utilities develop a framework to use this information within their planning process to inform their investment plans.

Our team of SME's along with our regulatory professionals provide support to our clients in the form of third-party witness reports, prudency reviews, peer benchmarking which are used to support utility rate applications and additional non-regulatory funding applications.

Investment Planning

Our team support utilities in their rate filing applications, developing generation, transmission, and distribution system plans that stand up to regulatory scrutiny. Our team is highly trained in building effective long and short-term capital expenditure plans, maintenance investment plans, and creating business plans and business cases that stand up to regulatory and investor scrutiny. Our plans are designed to be prudent, cost-effective, customer-focused, and closely aligned with ever-evolving regulatory and policy requirements. Ultimately as the energy transition takes place worldwide, we want to support clients (and their countries) in their net-zero ambitions.

Our team of trained auditors, provide our clients with third-party audit and advisory services on:

  1. Adherence to Regulatory Directives
  2. Business Optimization and Process Review
  3. Business Case/Planning/Process prudency review
  4. Prioritization Assurance
  5. Project and Program Outcome Review
  6. Annual Cost of Service Audit Reviews

Asset Strategy

We build Asset Strategies, Policies and Asset Management Plans for our clients that follow the ISO55000 guidelines. Using client data and our own expert opinion we develop Asset Management Plans that aim to provide:

Our team of trained auditors, provide our clients with third-party audit and advisory services on:

  1. Defined guidance for asset related actions
  2. Connection of high level strategies with complex, granular initiatives
  3. Translation of entire asset value chain into plain and representative language
  4. Both internal and external stakeholder applicability
  5. Knowledge retention
  6. Support investment decisions to comply with the relevant standards.

Strategic Planning

Our team helps utilities develop practical utility strategies that enable them to deliver on the needs of their customers and investors, as well as meet any regulatory requirements. We provide strategic advice to our clients on their strategies, and plans, providing insoght and recommendations that enable our clients to both adapt their strategies and plans to meet the evolving energy landscape as well as deliver them in a practical and efficient way.

The Team

Meet the team of industry veterans and passionate young minds that make METSCO’s out-of-the-box thinking possible.

Alex Ferguson

Manager, Infrastructure Advisory

M. Eng.

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Kurtis Martin-Sturmey

Manager, Infrastructure Advisory

P. Eng

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Robert Otal

Executive Director

P. Eng., CAMA

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Peter Nearing

Director, Business Development

M.Eng., PMP

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Glen Winn

Senior Associate

P.Eng., MBA, B.Comm

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Charlie Hogarth

Senior Associate

MBA, PMP

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Aziz Rana

Associate, Engineer in Training

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Prachi Regmi

Associate

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Daryn Thompson

Smart Grid/Renewables & Planning Specialist

P.Eng., B.A.Sc.

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Mike Fiorini

Vice President, Asset Infrastructure & Advisory

BA

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Steve Palmer

Vice President, Sustainability & Energy Development

MBA, BA, SCPM, SEIET, PMP

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Carlos Dortolina

Vice President, U.S. Operations

M.Sc., MBA, CIAM

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Policy & Planning

Cost of Service Application

Helping an Electric Utility proactively plan and create value

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Policy & Planning

Work and Asset Management Third Party Regulatory Witness Report

Third-Party Report to support a utility seeking approval for a funding application for a new Work and Asset Management Software platform.

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Policy & Planning

Business Case Benefits Realization Assurance Audit

Audit of a Transmission utility benefits realization in capital projects and recommending improvements based on industry best practices

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Policy & Planning

Asset Management Plan Development

Development of 19 Asset Management Plans to support Investment Planning

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Policy & Planning

System-Wide Reliability Forecast Model

Utilities are becoming increasing challenged by state & provincial regulators to share the outcomes of their capital & maintenance investment strategies. Recognizing that there was no easy way for utilities to share their reliability-based outcomes from their investments, and that the qualitative evidence currently produced could be easily challenged during the regulatory proceedings, CEATI wanted to develop reliability forecast model that could provide data-driven, objective and easy-to-understand reliability outcomes for capital & maintenance investments.

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Policy & Planning

Large East Coast Generation, Transmission & Distribution Utility – Hydro Asset Management Spending Plan

A large East Coast generation, transmission & distribution utility needed to bring its existing Hydro-Generation Capital Investment Plan in alignment with modern Asset Management (AM) practices and standards.

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