1. NAESB Smart Grid Standards Task Force PAP10 Discussion 2010-01-07 William Cox — wtcox@CoxSoftwareArchitects.comwtcox@CoxSoftwareArchitects.com

2. NAESB 202001072 Agenda Priority Action Plan 10 Scope Prospective Information Flows Activities Objectives Tasks Possible NAESB roles

3. NAESB 202001073 Priority Action Plan 10 (1) Original title was “Meter information to facility EMS” Changed early on to “Standard Energy Usage Information” Focus on the information exchanged, not the source/destination Current work (Open Automated Data Exchange 1) delivers information from utility customer information systems to an agent of the customer

4. NAESB 202001074 Priority Action Plan 10 (2) Requirements and use cases being developed to, from, and within customer facilities – Broadly defined – industrial plant, residential (single, and multiple), commercial, microgrid, … Benefits from a common way of exchanging usage information Premises automation value in demand information

5. NAESB 202001075 Priority Action Plan 10 (3) Web page – http://collaborate.nist.gov/twiki- sggrid/bin/view/SmartGrid/PAP10EnergyUsagetoEMS http://collaborate.nist.gov/twiki- sggrid/bin/view/SmartGrid/PAP10EnergyUsagetoEMS Mailing list – E-useaction@nist.gov E-useaction@nist.gov Weekly coordination meetings

6. NAESB 202001076 PAP10 Scope Standard Energy Usage Information To/From Premises EMS and 3 rd Party Service Providers Within facilities Utility CIS Metering Devices 3 rd Party Service Provider Facility EMS/Automation Collaborative Energy Operations OpenADE 1.0 scope in yellow OpenADE 2.0 scope in yellow+green Blue is facility/EMS rather than OpenADE Facility Utility Service Provider

7. NAESB 202001077 7 Prospective Information Flows Meter Customer Domain Premises EMS/ Automation Dev 1 Dev 2... Dev n Operations Utility CIS 3 rd Party Service Provider Operations Domain Service Provider Domain Common Usage Info Other Info OpenADE 1.0

8. NAESB 202001078 Activities Outreach Preliminary Information Needs PAP 10 Info Model OpenHAN 2 Direct Meter Access Reqts Requirements & Use Cases Usage & Load Draft Specs Balance of Outreach OpenADE 2.0 ASHRAE/EISA Requirements, Use Cases for Common Usage/Load Information UCAIug Requirements, Use Cases for Common Usage/Load Information OpenADE 1.0 Customer/Utility Perspective - OpenADE Customer Premise Perspective - EISA/ASHRAE/? 1:Use Case Requirements Open ADE 1.0 2: Preliminary Model Detailed requirements Validate against Use Cases 3: Information Model 4: Standardize Standards Objectives

9. NAESB 202001079 PAP10 Objectives O1Develop use cases and requirements for standard energy usage information exchange. O2Develop short term plans for near- term customer access to usage data based upon today’s installed meters. O3Develop an information model to satisfy present and future needs for exchange of energy usage information. O4Develop and Implement a plan to expedite harmonized standards development and adoption O5Widespread adoption and use of the PAP 10 information model.

10. NAESB 2020010710 Task DueResponsibleNotesObjective T1Reach out to ANSI C12, IEC, ZigBee, and OASIS for formal involvement. Plan additional engagement. 2009-08UCAIugPartially completed. See Task 3 1 T2Create preliminary Information Model including requirements and Use Cases for early deployment. 2009-10UCAIugOpenADE 1.0 portion2 T3Reach out to additional stakeholders especially commercial, industrial, and residential. 2010-01Facility EIS Alliance strategy for outreach1 T4Collect Requirements and Use Cases for intra-premise energy usage sharing 2010-01Facility EIS Alliance Intra-premise sharing is less constrained by bandwidth and security. 1 T5Produce first delivery for today’s meters and infrastructure (from utility information systems) 2010-01UCAIugOpenADE 1.02 T6Develop a plan to expedite harmonized standards development and adoption 2010-03 NAESB?Discussion 2010-01-074 T7Produce draft Energy Usage information model specification 2010-03ASHRAE, LonWorks, ODVA, ISA, OASIS, Facility EIS Alliance 3 T8Complete OpenADE 2.0 Requirements and Use Cases 2010-04 ?? UCAIugTo OpenADE 2.0 and usage model 1 T9Produce Energy Usage Information Model 2010-06 ?? Validate against T6, T8, T9 3 T10Complete OpenADE 2.0 Delivery profile 2010-06 ?? UCAIug 5 T11Develop premises-based profiles for using Energy and Load information model 2010-06 ?? TBDASHRAE, LonWorks, ODVA, ISA, OASIS, Facility EIS Alliance 5 T12Complete harmonized standards development and adoption 2010?TBD 4 PAP10 Tasks

11. NAESB 2020010711 Possible NAESB Roles Requirements phase nearly complete – Rationalization of requirements? Many utilities deliver information to customers – Outreach to that group is needed PAP10 is similar in some ways to PAP03 – Information, not protocol T6 “Develop a plan to expedite harmonized standards development and adoption” – May not be NAESB’s strength

12. NAESB 2020010712 Discussion What do you think?