1. sg-12-0002-00-00sg 802 Smart Grid ECSG May 2012 James Gilb (Tensorcom) IEEE 802 Smart Grid ECSG May 2012 meeting

2. Participants, Patents, and Duty to Inform All participants in this meeting have certain obligations under the IEEE-SA Patent Policy. – Participants [Note: Quoted text excerpted from IEEE-SA Standards Board Bylaws subclause 6.2]: “Shall inform the IEEE (or cause the IEEE to be informed)” of the identity of each “holder of any potential Essential Patent Claims of which they are personally aware” if the claims are owned or controlled by the participant or the entity the participant is from, employed by, or otherwise represents – “Personal awareness” means that the participant “is personally aware that the holder may have a potential Essential Patent Claim,” even if the participant is not personally aware of the specific patents or patent claims “Should inform the IEEE (or cause the IEEE to be informed)” of the identity of “any other holders of such potential Essential Patent Claims” (that is, third parties that are not affiliated with the participant, with the participant’s employer, or with anyone else that the participant is from or otherwise represents) – The above does not apply if the patent claim is already the subject of an Accepted Letter of Assurance that applies to the proposed standard(s) under consideration by this group – Early identification of holders of potential Essential Patent Claims is strongly encouraged – No duty to perform a patent search Slide #1

3. Patent Related Links All participants should be familiar with their obligations under the IEEE-SA Policies & Procedures for standards development. Patent Policy is stated in these sources: IEEE-SA Standards Boards Bylaws http://standards.ieee.org/develop/policies/bylaws/sect6-7.html#6 IEEE-SA Standards Board Operations Manual http://standards.ieee.org/develop/policies/opman/sect6.html#6.3 Material about the patent policy is available at http://standards.ieee.org/about/sasb/patcom/materials.html Slide #2 If you have questions, contact the IEEE-SA Standards Board Patent Committee Administrator at patcom@ieee.org or visit http://standards.ieee.org/about/sasb/patcom/index.html This slide set is available at https://development.standards.ieee.org/myproject/Public/mytools/mob/slideset.ppt

4. Call for Potentially Essential Patents If anyone in this meeting is personally aware of the holder of any patent claims that are potentially essential to implementation of the proposed standard(s) under consideration by this group and that are not already the subject of an Accepted Letter of Assurance: – Either speak up now or – Provide the chair of this group with the identity of the holder(s) of any and all such claims as soon as possible or – Cause an LOA to be submitted Slide #3

5. Other Guidelines for IEEE WG Meetings All IEEE-SA standards meetings shall be conducted in compliance with all applicable laws, including antitrust and competition laws. Don’t discuss the interpretation, validity, or essentiality of patents/patent claims. Don’t discuss specific license rates, terms, or conditions. Relative costs, including licensing costs of essential patent claims, of different technical approaches may be discussed in standards development meetings. Technical considerations remain primary focus Don’t discuss or engage in the fixing of product prices, allocation of customers, or division of sales markets. Don’t discuss the status or substance of ongoing or threatened litigation. Don’t be silent if inappropriate topics are discussed … do formally object. --------------------------------------------------------------- See IEEE-SA Standards Board Operations Manual, clause 5.3.10 and “Promoting Competition and Innovation: What You Need to Know about the IEEE Standards Association's Antitrust and Competition Policy” for more details. Slide #4

6. sg-12-0002-00-00sg 802 Smart Grid ECSG May 2012 James Gilb (Tensorcom) SG ECSG May goals Limit scope Determine activities List of documents to be created Determine what to form: – Option 1: Form Technical Advisory Group (TAG) – Option 2: Form Working Group (WG) All are preliminary, goal is to finalize in July

7. sg-12-0002-00-00sg 802 Smart Grid ECSG May 2012 James Gilb (Tensorcom) Administration Attendance take on IMAT – Reciprocal rights for most WGs Web page – http://www.ieee802.org/sg-ecsg http://www.ieee802.org/sg-ecsg Mailing list – 802-SG-ECSG@listserv.ieee.org 802-SG-ECSG@listserv.ieee.org Document archive – http://mentor.ieee.org/802ecsg- sg/documents http://mentor.ieee.org/802ecsg- sg/documents

8. sg-12-0002-00-00sg 802 Smart Grid ECSG May 2012 James Gilb (Tensorcom) Objectives Create “Guidelines” for use of 802 standards for Smart Grid applications – Exact type of document to be determined by Study Group In the context of other Smart Grid Standardization organizations and activities – NIST, IEC, IEEE PES, ITU, ETSI, ITU- Smart, etc – evaluate any “gaps” that could be appropriate work items for IEEE 802

9. sg-12-0002-00-00sg 802 Smart Grid ECSG May 2012 James Gilb (Tensorcom) Objectives (continued) Liaison between IEEE 802 and other groups involved in Smart Grid communications and standards (NIST, SGIP, OpenSG, IEEE PES, ITU-Smart, ETSI, ARIB, etc) Serve as a resource and coordination point for Smart Grid specific spectrum issues (IEEE 802.18, UTC, etc) Develop “PR” presentation highlighting IEEE 802 activities related to Smart Grid for use at Smart Grid events and conferences

10. sg-12-0002-00-00sg 802 Smart Grid ECSG May 2012 James Gilb (Tensorcom) Limit scope Smart Grid as currently supported by 802 WGs – Including projects in progress – Primary focus is 802 groups – Also consider interoperability, interworking and coexistence with non 802 standards. Identify new areas that need new standard developed. – Fill technology gaps in existing implementations – Applications without appropriate solutions – May generate PARs to be passed to other WGs to be advanced through the standards process – Comment on PARs if they relate to Smart Grid applications

11. sg-12-0002-00-00sg 802 Smart Grid ECSG May 2012 James Gilb (Tensorcom) Transmission areas Wide areas situational awareness Synchrophasors Maintenance telemetry Infrastructure monitoring Protection Surveillance Asset tracking

12. sg-12-0002-00-00sg 802 Smart Grid ECSG May 2012 James Gilb (Tensorcom) Distribution Automation Outage management – Fault location, isolation, service recovery (FILSR) Conservation voltage reduction Integration of renewables Volts/VAR optimization Infrastructure monitoring Asset tracking

13. sg-12-0002-00-00sg 802 Smart Grid ECSG May 2012 James Gilb (Tensorcom) End use areas Smart metering (including field area networks and backhaul) Home area networks Demand response EV, EV Grid Integration of renewables

14. sg-12-0002-00-00sg 802 Smart Grid ECSG May 2012 James Gilb (Tensorcom) Area of applications 802 areas

15. sg-12-0002-00-00sg 802 Smart Grid ECSG May 2012 James Gilb (Tensorcom) Activities Serve as a single point of contact for questions regarding the use of 802 standards in Smart Grid applications – Questions and requests regarding the evolution of 802 standards related to Smart Grid applications Liaison with regulatory agencies, industry organizations, other SDOs, government agencies, IEEE societies Facilitate coordination and collaboration among 802 groups. Provide speakers as needed and available to present on 802 standards in Smart Grid applications. Resource for understanding 802 standards for certification efforts by industry bodies.

16. sg-12-0002-00-00sg 802 Smart Grid ECSG May 2012 James Gilb (Tensorcom) Documents to create List of 802 standards to be contributed to SGIP catalog of standards – Help prepare submission analysis and response after review for cybersecurity related items PR presentations to emphasize the applicability of 802 standards in Smart Grid applications PAP02 SDO contribution for wireless characteristics Technical responses to future requests for comments (but not regulatory, which will be created by 802.18). Example is cybersecurity working group (CSWG). Web page that is informative Whitepapers on the use of 802 standards

17. sg-12-0002-00-00sg 802 Smart Grid ECSG May 2012 James Gilb (Tensorcom) TAG vs. WG TAG is easier to create WG requires a PAR Likely do a TAG first – WG only if a cross group PAR is required. – Likely will pass on PARs and PAR ideas to other groups.

18. sg-12-0002-00-00sg 802 Smart Grid ECSG May 2012 James Gilb (Tensorcom) Working group liaisons 802.1 – (contact chair) 802.3 – (contact chair) 802.11 – (Kraemer to appoint) 802.15 – Phil Beecher 802.16 – Tim Godfrey 802.18 – Ruben Salazar or John Notor (TBD) 802.19 – (contact chair) 802.21 – Yoshi Ohba, Subir Das 802.22 – Chang Woo Pyo, Apurva Mody

19. sg-12-0002-00-00sg 802 Smart Grid ECSG May 2012 James Gilb (Tensorcom) Potential outside 802 liaisons SGIP OpenSG ETSI ITU – Bruce Kraemer? ITU-R – Mike Lynch ARIB WGSN (working group for smart grid networking, China) CEPRI IEEE PES (IEEE Smart Grid Initiative), Smart Grid Special Interest Group SAE IEC CIGRAE Many others, we will need to prioritize

20. sg-12-0002-00-00sg 802 Smart Grid ECSG May 2012 James Gilb (Tensorcom) PAP2 Continue to monitor and deliver the following objectives – Contributions to NIST PAP2 (simulation parameters and review of text content for wireless guideline 2) – Refer to 11-12-0396 for list.