Smart The Grid Plenary Panel: Smart Grid Interim Roadmap Draft and Processes Joe Hughes, EPRI Erich Gunther, Enernex Frances Cleveland, Xanthus Consulting Martin Burns Hypertek, Inc.

Smart The Grid Interim Roadmap Development Process & Timeline

Smart The Grid Smart Grid Architecture Definition Architecture: The Structure of Components, their relationships, and the principles and guidelines governing their design and evolution over time*. *Draft adopted from Federal Enterprise Architecture, based on IEEE Std

Smart The Grid Standards Organizations Related To “Smart Grid” Infrastructure* ISOIEC International standards- development organizations Trade, Technical, and Government Consortia and user groups ANSI(US) NIST IEEE ASHRAE SAE UCA International Zigbee Alliance AEIC Meter Group BACnet™ Users ITU IEC 61970/68 CIM Users IEC Users Open AMI AHAM Utility AMI Open HAN BACnet™ Mfrs ISA *Representative Sample ASHRAE SSPC 135 UIWG ANSI C12 Series EPRI IWG Other CENELEC NEMA EIA

Smart The Grid Initiate Processes to Identify/Document Greater Industry-Level Smart Grid Requirements Greater Industry- Level Smart Grid Architecture Requirements Complete Systems Management Existing Applications Structure, Use Cases Existing Policies, Plans, Standards Existing Reference Requirements Sources i.e. NIST “Full Cyber Security” Complete Application Requirements Existing Requirements Sources (Incomplete) Interim RoadMap Process Initiation Follow-On Work

Smart The Grid Heritage of the Smart Grid Foundational Consensus Based Efforts EPRI IECSA/IntelliGrid – Methods, Environments, Architecture DOE Modern Grid Initiative DOE GridWise Architecture Council Constitution Interoperability Framework Decision Makers Checklist DOE Summer 2008 Smart Grid Workshop - Metrics DOE Smart Grid Book

Smart The Grid GridWise Constitutional Convention - Dec 6-7, 2005 Fundamental Principals of Interoperability signatures

Smart The Grid Characteristics of the Modern Grid Indicators of Key Functionalities – 800+ Stakeholders 1.Enables Active Participation by Consumers 2.Accommodates All Generation and Storage Options 3.Enables New Products, Services, and Markets 4.Provides Power Quality for the Range of Needs in a Digital Economy 5.Optimizes Asset Utilization and Operating Efficiency 6.Addresses and Responds to System Disturbances in a Self-Healing Manner 7.Operates Resiliently Against Physical and Cyber Attacks and Natural Disasters

Smart The Grid The GridWise Architectural Council defining foundational contexts for interoperability

Smart The Grid Then and Now Before Smart Grid: One-way power flow, simple interactions After Smart Grid: Two-way power flow, multi-stakeholder interactions

Smart The Grid Modern Grid Initiative - Opportunities

Smart The Grid Smart Grid Challenges Broad Set of Stakeholders Complexity of the Smart Grid Transition to Smart Grid Ensuring Security of Systems Consensus on Standards Development and Support of Standards Research and Development

Smart The Grid Now have Two Infrastructures to Manage Central Generating Station Step-Up Transformer Distribution Substation Receiving Station Distribution Substation Distribution Substation Commercial Industrial Commercial Gas Turbine Diesel Engine Cogeneration Turbine Fuel cell Micro- turbine Wind Power Residential Storage Photovoltaic systems Control Center Operators, Planners & Engineers 2. Communications and Information Infrastructure 1.Power System Infrastructure

Smart The Grid Security Management – A Cycle

Smart The Grid Interfaces and Environmental Slices 3 dimensions Standards apply at each intersection of the Interface dimensions Vertical slice is an Environment Profile of Standards for a given physical network space.

Smart The Grid Environments

Smart The Grid Breakdown to Specific Interfaces Potentially a different standard at each intersection

Smart The Grid Roadmap Outline Reviewed/Input i. EXECUTIVE SUMMARY 1.PURPOSE AND SCOPE 2.SMART GRID VISION 3.SMART GRID HIGH-LEVEL ARCHITECTURE 4.SMART GRID APPLICATIONS AND USER REQUIREMENTS 5.SMART GRID ARCHITECTURE REQUIREMENTS AND INTERFACES 6.SMART GRID STANDARDS DESCRIPTION AND ASSESSMENT 7.PRIORITIZED ACTIONS AND TIMELINES TO ADDRESS IDENTIFIED ISSUES 8.DEFINITIONS 9.REFERENCES

Smart The Grid Identification of Initial Candidate Standards Session 4: Identification of Candidate Standards General Criteria –Well Established in their Domain –Established within Standards Development Organizations –Established User Groups –Significant Implementations, Adoption and Use –Likely to Meet Anticipated Greater Industry Requirements –Other Figures of Merit All Standards are subject to the technical requirements driven processes. Candidates are likely to be successful in the requirements driven process

Smart The Grid Workshop Outcomes Review and provide feedback on Interim Roadmap draft Review proposed processes to establish Smart Grid Architecture Identify Smart Grid applications/use cases and requirements Identify initial gaps and overlaps in requirements and standards Separately Identify and Agree on some Candidate Standards