Green Button Initiative GREEN BUTTON DOWNLOAD MY DATA CERTIFICATION DRY RUN Marty Burns, John Teeter for NIST, Kay Clinard UCAIug

Agenda  Green Button ITCA UCAIug Organization ITCA Structure Dry Run Process Flow Dry Run Artifacts  Green Button Test Plan Testing and Certification Plan Breakdown Application Profiles Conformance Blocks Function Blocks Test Procedures 2

UCAIug Green Button ITCA 3

UCAIug Organization 4

UCAIug ITCA Architecture 5 Recognizes NAESB Develops, maintains and Owns Standard CB’s (ISO 65 ) Manages Certification Program, reviews TL reports, and Issues and Maintains Certificates SGTCC IPRM 2.0 Provides guidance for ITCA Implementation Green Button ITCA Develops, maintains, and owns Certification Program Requirements CPR’s. Posts and maintains certificates on-line, Provides Help Desk, FAQ, Marketing for Program, resource to AB’s CPR’s (ISO 67) Test Scheme for Green Button Certification AB’s (ISO 17011) Accredits CBs and TLs Products / systems [Data Custodians/3 rd party] Certified interoperable NAESB REQ.21 Standardizes Energy Services Provider Interface (ESPI), OpenADE Identifies Requirements for energy services provider interface TL’s (ISO 17025) Perform Certification Tests per Green Button CPR’s as established by ITCA SGIP NAESB UCAIug Overview Green Button Certification Program Roles and Scope

Testing Process Flow Chart 6 1. All Dry Run Artifacts and Relationships Created Test Labs are identified and registered with CBs Test Labs are Identified on various web sites 2. Vendor selects test lab May get from UCAIug list May get from CB list May get from prospective test lab 3. Vendor Application Form Application Form Application for Certification 4. Application Accepted Vendor Informed that application accepted and test scheduled 5. TL administers test 6. Test Report Generated Failures get addressed and possible retest -- go back to step CB gets Test Report Reviews report Issue Certificate if Approved Notifies Program Owner (UCAIug) 8. Posting Successful Vendors on Public Web Page 9. Certifications managed revoked and renewed

UCAIug Green Button Dry Run Package Benefits of Participating in UCAIug GITCA Dry Run GBDMD Logo Green Button Application UCAIug Green Button Testing Scheme Policies and Procedures Green Button Compliance Certificate Green Button Conformance Blocks Green Button Download My Data PICS Green Button Test Cases Green Button Test Data Sheet Green Button Test Plan Green Button Test Plan DMD Dry Run UCAIug – ABs Memorandum of Understanding Example GBA Test Lab MOU - Agreement 7

Green Button Test Plan 8

Green Button Testing and Certification Implementation Agreements Application Profiles Standards Updates Test Requirements Requirements Breakdown Requirements verification Test Procedures Software Implementation Green Button Download My Data Green Button Connect My Data ITCA Certification Mark Certification Process Certification Bodies Certified Green Button Implementations 9

Green Button Test Plan Requirements Breakdown 10 Applications Profiles Section 3 GBTP Function Blocks Section 5 GBTP Test Requirements Rows of GBTC spreadsheet From source documents From experience Test Cases Rows of GBTC spreadsheet GBTP – Green Button Test Plan Document GBTC – Green Button Test Cases Spreadsheet

Green Button Test Plan Application Profiles Green Button Download My Data Green Button Connect My Data Smart Device acquires Green Button Data from Data Custodian Third Party acquires large batches of Green Button Data from single Utility Original reads (Catch up data) Collecting Sub-metering Data Green Button Commercial Profile Green Button Industrial Profile 11

Green Button Functional Blocks: DMD [FB_1] Common – common to all profiles [FB_2] Green Button Download My Data – specific to Green Button Download My Data [FB_4] Interval Metering – generic for interval data [FB_5] Interval Electricity Metering – specific electricity interval metering [FB_6] Demand Electricity Metering – demand measurements [FB_7] Net Metering – net metering measurements [FB_8] Forward and Reverse Metering – forward and reverse separate measurements [FB_9] Register Values – metering register measurments [FB_10] Gas – gas interval data [FB_11] Water – water interval data [FB_29] Temperature – coincident temperature measurements [FB_12] Cost of Interval Data – cost attribution of interval data [FB_15] Usage Summary – billing period summary dashboard [FB_16] Usage Summary with Cost – billing cost data included in summary [FB_17] Power Quality Summary – power quality summary dashboard [FB_27] Usage Summary with Demands and Previous Day Attributes – additional detail in summary [FB_28] Usage Summary Costs for Current Billing Period – current billing period bill estimated costs [FB_30] Common User Experience – common web presence user experience for DMD 12

Green Button Conformance Blocks 13

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Testing a Green Button Data File 15 Select Common Scope Download Test Results Browse for file (IE9) Drag/Drop (FF) Edit Scope (Function Blocks)

Sample Results 16 SUCCESS ERRORS

Test Procedure (part 6 of GB Test Plan Document) 17 Application form Test Procedures Refers to ITCA Docs

Test Procedures 18 Test Case Step By Step Procedure Function Block Summary of Acceptance Criteria Test Witness

Questions and Comments? 19