Open Smart Grid (OpenSG) Technical Committee Plenary March 2011, San Francisco

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1 Open Smart Grid (OpenSG) Technical Committee Plenary March 2011, San Francisco

2 Agenda 8:00am Safety & Welcome (Chris) 8:05am UCA Chairman s Report (Erich) 8:15am Logistics / Announcements (Chris) 8:25am EPRI overview of the DOE NESCOR project 8:35am SGAC Ref Arch update (Doug H) 8:45am WG and TF plan for the week SG Communications (15min) SG Conformity (15min) SG Security (15min) SG Systems (15min) SG Simulations (15min) Q&A 2

3 Welcome & Safety Welcome & Safety CPR 911 Exits & Meeting Point

4 UCA Chairman s Report Erich Gunther 4

5 UCAIug Corporate Supporters YEAR UCAIug Members by Region Americas Asia/Africa Europe Ocenia Corporate Members UCAIug Corporate Supporters

6 10000 UCAIug User Accounts Linear Trend Line UCAIug User Accounts By Region Automated Account Creation Americas Asia/Africa Europe Oceania AMJ J A S OND J FMAM J J A S OND J FMAM J J A S OND J FMAMJ J A S OND J FMAM J J A S OND 1000

7 UCAIug Membership Composition

8 UCAIug Budget

9 Where the Budget Goes Projected Expense Professional Fees $17,500 Customer Relations $8,000 Web Presence $98,200 Marketing $24,000 Meetings $315,988 Testing Committee $90,000 Expansion Plan to Establish Utiliy Forum $30,000 Daily Operations $235,930 Bank and Credit Card Fees $15,400 Total Projected Proposed Budget Expenditures $835,018 Projected 2011 Income Less Expenditures $30,382 Balance brought forward from 2010 operations -$30,000 Projected Balance at end of 2011 operations $382

10 Announcements If you are staying at the hotel, the following items are complimentary: Parking: If you were told it was half price, that was incorrect, there will be no charge to your bill. Wireless internet access in meeting and sleeping room: SSID = HHonors, Promotion code = OPENSG Full breakfast every morning and Manager s Reception each evening from 5:30 7:30pm (free cocktails) in the Atrium area Presentations will be available on the OpenSG event website after the conference. Thank you to our conference sponsors: Itron: Delegate Luncheon (March 8) HomePlug Powerline Alliance: Laynards

11 SGAC Conceptual Architecture Started existing materials Energy Acts of 2003/5/7/9 etc Intelligrid, SCE, NAESB, and other use cases OpenADR, OpenHAN, SG-Net, etc Used TOGAF 9 method business requirements 400 requirement families 350 or so business services Deliverables Requirements (high and low level workbook) Business Services Automation Services Interaction Diagrams

12 <Business Service Name> <Input> <Input> <Business Service Name> <Output> <Output> <Actor> <Actor>

13 Shaping 2011 OpenSG Strategic Goals SG Simulations WG define how edge devices integrate as a closed-loop system Impact on distribution system and closed loop design constraints for stability Communications Strategy for Broad Coverage (Dist Sys level) -SG comms work with UTC/WCA Integrated Demand Response/Advanced Load Control Address edge devices as an integrated systems approach incorporating all edge devices and market interfaces/services ASAP-SG Security Profiles next round, weave into SG Security/SGIP-CSWG Enterprise Information Management w.r.t. CIM interoperability projects, Data Reference Architecture Open Source repository for test cases and lab artifacts What does adoption mean, of what?

14 UCA OpenSG Summer Meeting Vancouver, BC CANADA eh! Host BC Hydro (Contact David De Yagher) July 18 21,

15 Future Meeting Dates July 18-21, Vancouver, BC (BC Hydro, DeYagher) November 14-17, Miami (FPL, Phil Slack) Q TBD Note: These are tentative dates. Please do not plan travel until you receive a registration notice.

16 SG Communications Chair Don Sturek, PG&E Task Groups: SG-NET: Network Interoperability: Matt Gillmore, Consumers Energy Tom Herbst, Silver Spring Networks Open Smart Grid (OpenSG) Technical Committee Observers EEI, EPRI, UTC c SG Security SG Communications SG Systems SG Conformity SG Simulations AMI-Security SG-Network OpenHAN Edge Conf CyberSec InterOp Usability Analysis Embedded Systems Sec Network Interop OpenADE OpenADR AMI-Enterprise UtilityAMI Interest Group Security Conf Enterprise Conf

17 2011 OpenSG WG Specific Objectives SG Communications Continue work on SG-NET System Requirements Specification Create requirements, based on SG-NET System Requirements Specification, around Last Mile Wireless Continue work on Network Interoperability requirements Align with NIST on PAP 2 and agree to SG-NET responsibilities

18 March 2011 SG Communications Charter Identify and articulate Smart Grid communications requirements and work with Standards Development Organizations (SDOs) and vendor consortiums to realize those requirements. Engage with the NIST Smart Grid Roadmap activities and address communications related OpenSG tasks in the various NIST Priority Action Plans (PAPs). Slide 18 Don Sturek, PG&E

19 March 2011 Progress since Ft. Lauderdale SG-NET System Requirements Specification V4 nearing completion Database matches requirements capture from SRS V4 Last Mile Wireless project started to re-use SG-NET SRS data to identify T&D monitoring requirements NIST PAP 2 Re-chartering PAP 2 Final Report for Tasks 1 and 3: Slide 19 Don Sturek, PG&E

20 March 2011 Objectives for This Meeting SG Communications Ensure Last Mile Wireless project is progressed in SG-NET SG-Network (SG-NET) Continue work on the SG-NET System Requirements Specification V4 Vet additional requirements Continue Last Mile Wireless requirements distillation from SRS V4 Meet with NIST on PAP 2 Add On Work Network Interoperability Discuss input from AMI OpenHAN analysis Create transition requirements for legacy HAN to NIST SGIP HAN Agree on deliverables and roadmap Slide 20 Don Sturek, PG&E

21 March 2011 SG Communications Agenda Monday, PM1 (SG Communications) Boot Camp Note: Session is an overview for newcomers Tuesday, AM1 (SG Communications) Opening plenary Tuesday, AM2 (SG Communications) Discussion on Last Mile Wireless project in SG-NET Current status of SG-NET System Requirements Specification (SRS) Current status of Network Interop Slide 21 Don Sturek, PG&E

22 March 2011 SG Communications Agenda Tuesday AM2 SG-Communications SG-NET, Network Interop and other activity overview Tuesday PM1 (Network Interoperability) Review inputs on AMI OpenHAN requirements analysis Tuesday, PM1 (SG-NET joint with SG-Security) Payload CIA review, Logical Interface Control working session Tuesday, PM2 (SG-NET) Vetting of new requirements Slide 22 Don Sturek, PG&E

23 March 2011 SG Communications Agenda Wednesday, AM1 (Network Interop/Enterprise/Edge Conformity) Joint session on conformance requirements Wednesday, AM1 (SG-NET) Vetting of additional requirements cont. Wednesday, AM2 (SG-NET) Requirement Database working session Wednesday, PM1 (Network Interop/Edge Conformity) Joint session on conformance requirements Wednesday, PM1 (SG-NET) SRS working session Wednesday, PM2 (SG-NET) SRS working session and AOB Slide 23 Don Sturek, PG&E

24 March 2011 SG Communications Agenda Thursday AM1 (Joint SG-NET / PAP 2) SG Network work product review and plans for re-chartered PAP 2 Thursday AM2 (Joint SG-NET / PAP 2) SG Network work product review and plans for re-chartered PAP 2 Thursday, Lunch (SG Communications) Closing plenary Slide 24 Don Sturek, PG&E

25 SG Conformity Zahra Makoui Open Smart Grid (OpenSG) Technical Committee Observers EEI, EPRI, UTC c SG Security SG Communications SG Systems SG Conformity SG Simulations AMI-Security SG-Network OpenHAN Edge Conf CyberSec InterOp Usability Analysis Network Interop OpenADE OpenADR AMI-Enterprise Security Conf Enterprise Conf Embedded Systems Sec UtilityAMI Interest Group

26 March 2011 SG Conformity Charter Certification requirements for SG systems Develop Quality Assurance Plan Explore use of a Product Mark (logo) Create repository of best practices Define sustainable conformity programs Provide coordination between OpenSG and and CIM testing groups Explore tester accreditation Slide 26 Zahra Makoui

27 March 2011 Chair SG Conformity Overview Bruce Muschlitz, EnerNex Vice chair Zahra Makoui, PG&E Task Groups: Edge Conformity: Phil Beecher, John Lin Security Conformity: Bobby Brown, (co-chair presently vacant) Enterprise Conformity: Mark Ortiz, (co-chair presently vacant) Mail lists: SGCONFORMITY SGCONFORM-EDGE SGCONFORM-SEC SGCONFORM-ENT Slide 27 Zahra Makoui

28 March 2011 Progress since Fort Lauderdale Worked with SGIP SGTCC to complete IPRM (IPRM=Interoperability Process Reference Manual) Aligned CPRM aligned to NIST SGIP TCC IPRM and balloted Collaborating with EPRI to establish requirements-based testing activity Working with NIST TCC (Testing and Conformance Committee) Identified ITU standard X.291 (IEC ) as basis for abstract test definitions Security Conformity Group progress dormant and working collaboratively with SGIP CSWG instead. Working with multiple NIST SGIP TCC (Testing and Conformance Committee) working groups to maximize resource allocation Slide 28 Zahra Makoui

29 March 2011 Objectives for This Meeting Edge: Report out on old business (CPRM) Enterprise: EPRI Enterprise testing report out Enterprise: Collaboration with TCC E2E working group Edge: New activity around HAN testing requirements Security: CSWG collaboration report out SGTCC IPRM overview and impact to OSG Discuss ways of collaboration with SGTCC in order not to duplicate efforts Discuss gaps in ITCAs for various standards mapping to OpenSG requirements Enterprise Conformity Edge Conformity (ADR, ADE, HAN) Security Conformity Roundtable Requests from the OSG Working groups on conformity needs Slide 29 Zahra Makoui

30 March 2011 SG Conformity Agenda Monday, PM1 - SG Conformity Boot Camp Tuesday, AM2 - SG Conformity Main meeting Tuesday, PM1 - Edge Conformity Tuesday, PM2 - Joint Enterprise / Edge Conformity Wednesday, AM1 - Joint Network Interop / Enterprise / Edge Conformity Wednesday, AM2 - Joint Enterprise / Edge Conformity Wednesday, PM1 - Edge Conformity Wednesday, PM1 Enterprise Conformity Wednesday, PM2 Enterprise Conformity Thursday, AM1 - Security Conformity Thursday, AM2 Enterprise Conformity / OpenADR Slide 30 Bruce Muschlitz, EnerNex

31 March 2011 Edge Conformity TG Charter Open Smart Grid (OpenSG) Technical Committee Observers EEI, EPRI, UTC c SG Security SG Communications SG Systems SG Conformity SG Simulations AMI-Security SG-Network OpenHAN Edge Conf CyberSec InterOp Usability Analysis Network Interop OpenADE OpenADR AMI-Enterprise Security Conf Enterprise Conf Embedded Systems Sec UtilityAMI Interest Group Develop Certification, Testing and Interoperability Policy and Requirements for ADE, ADR and HAN Slide 31 Phil Beecher

32 March 2011 Edge Conformity TG Overview Chair Phil Beecher Co-chair John Lin Collaboration: OpenADE, OpenADR, OpenHAN Slide 32 Phil Beecher

33 March 2011 Edge Conformity TG Activity to date Edge and Enterprise Conformity Task Groups collaborated on a combined Certification Process Reference Manual Companion document to SGTCC IPRM Passed Ballot all comments resolved and re-circulated Abstract Test Case Documents development Test Methodology, test case development. Focus on HAN. No progress on OpenADE and OpenADR Slide 33 Phil Beecher

34 March 2011 Objectives for March F2F Meeting Edge Conformity TG work sessions Align OpenHAN requirements with ZigBee SEP2 for ESI and client devices and discuss test requirements Joint sessions Enterprise Conformity Investigate HAN testing related End to End requirements EPRI CIM Project w.r.t. requirements for OpenADE, OpenADR. Enterprise Conformity / Network Interop Continue work on Test Methodologies and Testing Requirements for multi PHY/MAC networks Slide 34 Phil Beecher

35 March 2011 Edge Conformity TG Agenda Tuesday, March 8 th PM1 Edge Conformity - OpenHAN device type requirements mapped to SE2 PM2 Edge/Enterprise EPRI CIM testing project Wednesday, March 9 th AM1 Edge/Enterprise/Network Interop multi-phy/mac testing AM2 Edge/Enterprise End to End HAN testing PM1 Edge OpenHAN device type requirements Slide 35 Phil Beecher

36 March 2011 Edge Conformity TG reflector: GotoMeeting information: Provided via to all members of Edge Conformity reflector Announced on the OpenSG sharepoint in the Edge Conformity calendar Meeting times: Meeting Day PST MST CST EST Edge Conformity Wednesday 10:00 am 11:00 am noon 1pm Meeting minutes and documents: Slide 36 Phil Beecher

37 March 2011 Enterprise Conformity TG Charter Open Smart Grid (OpenSG) Technical Committee Observers EEI, EPRI, UTC c SG Security SG Communications SG Systems SG Conformity SG Simulations AMI-Security SG-Network OpenHAN Edge Conf CyberSec InterOp Usability Analysis Network Interop OpenADE OpenADR AMI-Enterprise Security Conf Enterprise Conf Embedded Systems Sec UtilityAMI Interest Group Develop Certification, Testing and Interoperability Policy and Requirements for AMI-Enterprise Slide 37 Mark Ortiz

38 March 2011 Enterprise Conformity TG Overview Chair Mark Ortiz Co-chair John Simmins Collaboration: Edge Conformity,OpenADE, OpenADR Slide 38 Mark Ortiz

39 March 2011 Enterprise Conformity TG Activity to date Edge and Enterprise Conformity Task Groups collaborated on a combined Certification Process Reference Manual Companion document to SGTCC IPRM Passed Ballot all comments resolved and re-circulated Abstract Test Case Documents development Test Methodology, test case development. Focus on AMI-Enterprise and End-to-End testing EPRI IEC CIM Test Development project No progress on OpenADE and OpenADR Slide 39 Mark Ortiz

40 March 2011 Objectives for March F2F Meeting Enterprise Conformity TG work sessions Align AMI-Enterprise requirements using IEC CIM * interfaces with the CIM/EPRI Test Development process work. Identify priority use-cases to help make up End to End test scenarios. Continue to work on gathering requirements for a model (or framework) for how End to End testing can occur. Joint sessions Edge Conformity Investigate HAN testing related End to End requirements EPRI CIM Project w.r.t. requirements for OpenADE, OpenADR. Slide 40 Mark Ortiz

41 March 2011 Enterprise Conformity TG Agenda Tuesday, March 8 th PM2 Edge/Enterprise EPRI CIM testing project Wednesday, March 9 th AM2 Edge/Enterprise End to End HAN testing PM1 Enterprise gathering requirements for a model (or framework) for how End to End testing PM2 Enterprise IEC CIM * interfaces with the CIM/EPRI Test Development process Slide 41 Mark Ortiz

42 March 2011 Enterprise Conformity TG reflector: GotoMeeting information: Provided via to all members of Enterprise Conformity reflector Announced on the OpenSG sharepoint in the Edge Conformity calendar Meeting times: Meeting Day PST MST CST EST Enterprise Conformity Tuesday 11:00 am 12:00 pm 1:00pm 2:00pm Meeting minutes and documents: Slide 42 Mark Ortiz

43 March 2011 Security Conformity TG Charter Open Smart Grid (OpenSG) Technical Committee Observers EEI, EPRI, UTC c SG Security SG Communications SG Systems SG Conformity SG Simulations AMI-Security SG-Network OpenHAN Edge Conf CyberSec InterOp Usability Analysis Embedded Systems Sec Network Interop OpenADE OpenADR AMI-Enterprise UtilityAMI Interest Group Security Conf Enterprise Conf Review Certification, Testing & Interoperability Security Requirements; and liaison with the SGIP CSWG Slide 43 Bobby Brown

44 March 2011 Security Conformity TG Agenda Thursday, March 10 th Ghirardelli SGIP CSWG Testing & Certification Update Security Testing Methodology & Metrics Slide 44 Bobby Brown

45 March 2011 Security Conformity TG Logistics reflector: GoToMeeting information: Provided via to all members of Security Conformity reflector Meeting Day PST MST CST EST Security Conformity Thursday - Ghirardelli 8:00 am 9:00 am 10:00 am 11:00 am Meeting minutes and documents: Slide 45 Bobby Brown

46 SG Security Overview Chair Darren Highfill, SCE Vice Chair Bobby Brown, EnerNex Secretary Nick Gerbino, Dominion Open Smart Grid (OpenSG) Technical Committee Observers EEI, EPRI, UTC c SG Security SG Communications SG Systems SG Conformity SG Simulations AMI-Security SG-Network OpenHAN Edge Conf CyberSec InterOp Usability Analysis Embedded Systems Sec Network Interop OpenADE OpenADR AMI-Enterprise UtilityAMI Interest Group Security Conf Enterprise Conf Slide 46 Darren Highfill, SCE

47 SG Security WG s Usability Analysis Evaluation and refinement of Security Profiles and other materials considered for ratification by the SG Security WG Chair: John Lilley (SDG&E), Vice-Chair: Daniel Thanos (GE) CyberSec-Interop Spinoff from DOE National SCADA Test Bed Lemnos Interoperable Security Project Development of interoperable security configuration profiles Chair: Dave Teumim (Teumim Technical), Vice-Chair: John Stewart (TVA) AMI-SEC Produce technical specifications used by utilities to assess and procure Determine baseline level of detail (prescriptive in nature), compliant products will have known functionality and robustness Chair: Darren Highfill (SCE), Vice-Chair: Bobby Brown (EnerNex) Embedded Systems Security Security requirements for embedded components and devices used in utility field systems Chair: Rohit Khera (PG&E), Vice-Chair: Daniel Thanos (GE)

48 Progress since Miami Numerous updates on points of interface with external groups IEC TC57 (Power Systems) WG15 (Communications Security) NERC CIP Standards Drafting Team NIST Cyber Security Industrial Control Systems Joint (ICSJWG) Vendor Subgroup Usability Analysis Comments and review of Third Party Data Access Security Profile Review of Distribution Management Security Profile CyberSec Interop Review of IPSEC Configuration Profile In-depth review of work-in-progress for Syslog Interoperable Configuration Profile Draft SSH Configuration Profile Research on LDAP Embedded Systems Security Approved Charter Working on Secure Device Profile for Embedded Systems

49 Objectives for November F2F Meeting Support relationships with other OpenSG working groups and task forces SG Network OpenADR Review interim work done by TFs Security Profiles: Third Party Data Access and Distribution Management Interoperable Configuration Profiles Device Profiles for Embedded Security ASAP-SG Review progress on WAMPAC (Synchrophasor) Security Profile Slide 49 Darren Highfill, SCE

50 SG Security Agenda Day Timeslot Subject Group Monday SG Security Boot Camp SG Sec WG Tuesday Opening Plenary OpenSG Agenda & Status updates IEC TC57 WG15 Usability Analysis TF SG Sec WG SG Sec / SG Net Joint Session Wednesday CyberSec Interop SG Sec WG ASAP SG: WAMPAC Security Profile Embedded Systems Security SG Sec WG SG Sec / OpenADR SG Sec WG Planning & Prioritization SG Sec WG Slide 50 Darren Highfill, SCE

51 SG Systems WG EIM (new) Greg Robinson ADE Dave Mollerstuen or Steven van Ausdall ADR Albert Chiu or Ed Koch HAN Erich Gunther Open Smart Grid (OpenSG) Technical Committee Observers EEI, EPRI, UTC c SG Security SG Communications SG Systems SG Conformity SG Simulations AMI-Security SG-Network OpenHAN Edge Conf CyberSec InterOp Usability Analysis Network Interop OpenADE OpenADR AMI-Enterprise Security Conf Enterprise Conf Embedded Systems Sec UtilityAMI Interest Group

52 SG-Systems WG Scope (to be reviewed) SG-Systems WG: The SG-Systems defines requirements, policies, and services, based on utility industry standards such as the Common Information Model (CIM), required for information exchange from and to utility enterprise back office systems and between these back office systems and data acquisition and control servers (e.g., MDMS, AMI Head Ends, SCADA, etc.). Task forces are established on an as needed basis to accomplish these goals for specific functional areas. In addition to work performed by their vertical team, Chairs act as matrix managers to ensure their functional requirements are met through the horizontal teams supporting them. Horizontal Teams are ongoing, providing consistent artifacts for each increment of functionality that is requested of them by the functional (vertical) teams.

53 SG-Systems WG Process Overview Use Cases From SCE and others HomePlug & ZigBee SE 2.0 IEC TC57 WG14, OASIS, IEEE Other SDOs NIST EPRI, MultiSpeak System Requirements (SRS) Team Recommendations to IEC TC57 WG14: Proposed CIM Extensions Message Schemas Updates Requirements Updates Recommendations to other SDOs SG-Security WG s Use Case Team Service Definitions Team SG-Conformity Business-Oriented, Common Format Use Cases Based on SRS Reference Model Integration Requirements Patterns Sequence Diagram Services WSDL

54 SG-Systems WG One WG meeting on Tuesday at 10:30 Welcome & introductions Results/comments/concerns from boot camp Review and update charter Inquiring minds want to know NIST, SEP 2.0, SAE/PEV, IEC, Unite, etc. Collaborating with SG-Conformity WG Status and Planning SG-Systems Roadmap review and update General discussion, questions and answers

55 Defining EIM (Gartner) Enterprise Information Management (EIM) is: An organizational commitment to structure, secure and improve the accuracy and integrity of information assets, to solve semantic inconsistencies across all boundaries, and support the technical, operational and business objectives within the organization's enterprise architecture strategy. A commitment to EIM is recognition that information in the enterprise is as important as process (application development) and infrastructure (technology)

56 EIM Charter Identify and articulate common EIM requirements: Use cases System Requirements Specification (SRS) Work with other OpenSG groups, particularly OpenHAN, OpenADE, OpenADR and AMI-Ent, to establish requirements. Develop common EIM Framework that satisfies requirements, taking advantage of other relevant industry work as appropriate (e.g., vision, governance, processes, etc.) Collaborate to build an OpenSG generic semantic model and/or reference model to be used as members as a starting point for their enterprises. Leverages standards specified in the NIST Smart Grid Roadmap Provide a forum for exchanging information so that all members can benefit from lessons learned. Collaborate with Standards Development Organizations (SDOs), NIST SGIP, and/or consortiums so that needed advancements are accomplished in the most appropriate organizations in the most efficient manner. Slide 56

57 EIM First meeting - Wednesday at 3:30 EIM Birds of a Feather Briefly discuss new EIM TF SharePoint Utility member presentation regarding their EIM experiences and plans, focusing on: 1) EIM challenges 2) lessons learned 3) key requirements The purpose for this session is twofold: 1) Learning from one another while getting ourselves to common reference point, 2) Systematically ensuring the EIM System Requirements Specification (SRS) and use cases that we are developing will address the highest priority requirements (functional and nonfunctional) of our member organizations.

58 EIM Meetings on Thursday morning Requirements Discussion and review of SRS section authors and contributors and validate all topics during one of the sessions Discuss plans for use cases Smart Grid Semantic Model Discuss needs and requirements for Smart Grid Semantic Model that leverages relevant standards to cover the scope of the Smart Grid Discuss how to collaborate with organizations like NIST and the IEC Define master plan and break it into prioritized phases Set key milestones for roadmap

59 SG Systems OpenADE Dave Mollerstuen, Chair Steve Van Ausdall, Co-Chair Open Smart Grid (OpenSG) Technical Committee Observers EEI, EPRI, UTC c SG Security SG Communications SG Systems SG Conformity SG Simulations AMI-Security SG-Network OpenHAN Edge Conf CyberSec InterOp Usability Analysis Network Interop OpenADE OpenADR AMI-Enterprise Security Conf Enterprise Conf Embedded Systems Sec UtilityAMI Interest Group

60 OpenADE Overview Charter: The Open Automatic Data Exchange (OpenADE) within the UCAIug Open Smart Grid Subcommittee is responsible for developing business requirements, use cases, system requirements specifications, and reference definitions that allows a consumer to grant a third party access to their electric data and in accordance with that authorization, the utility to deliver the consumer data to the third party using a standard interoperable machine-to-machine (M2M) interface Chair: Dave Mollerstuen, Tendril Networks: dmollerstuen@tendrilinc.com Co-chair: Steve Van Ausdall, Xtensible Solutions: svanausdall@xtensible.net Participants Utilities Vendors Regulators Consumer Advocates Meetings: Monthly webconference working meetings: 1 st Thursday 10a PT / 1p ET Mailing List: OpenADE list at < Slide 60 OpenADE TF

61 Progress since Ft Lauderdale (November 2010) PAP10 completed, closed out at December 2010 SGIP meeting in Chicago Monthly OpenADE webconferences, focused on continuity and ongoing work in related domains (PAP10, NAESB ESPI, others) Slide 61 OpenADE TF

62 Objectives for March F2F Meeting Refine plan for next four months (through Summer 2011 OpenSG F2F), twelve months Weekly OpenADE webconference meetings have been on hiatus this winter, deferring to standardization efforts in NAESB ESPI. Is it time to reconvene requirements effort towards OpenADE 2.0? Sample implementation of ESPI standard? Testing and Certification for OpenADE / ESPI? Ongoing discussion of OpenADE 2.0 scope Evangelize NAESB ESPI work informal working meeting planned here in South San Francisco Slide 62 OpenADE TF

63 OpenADE TF Agenda Day Date Time Topic Tuesday March 8th 3:30p to 5:30p Wednesday March 9th 1:00p to 3:00p Introduction, Review of OpenADE NAESB ESPI Overview OpenADE 2.0: Scope, Business and User Requirements OpenADE Roadmap (four month, twelve month) OpenSG / OpenADE as Interoperability Testing and Conformance Authority (ITCA) for OpenADE / NAESB ESPI? OpenADE to sponsor the development of a sample implementation of NAESB ESPI? Slide 63 OpenADE TF

64 SG Systems - OpenADR Albert Chiu Open Smart Grid (OpenSG) Technical Committee Observers EEI, EPRI, UTC c SG Security SG Communications SG Systems SG Conformity SG Simulations AMI-Security SG-Network OpenHAN Edge Conf CyberSec InterOp Usability Analysis Network Interop OpenADE OpenADR AMI-Enterprise Security Conf Enterprise Conf Embedded Systems Sec UtilityAMI Interest Group

65 OpenADR Charter Identify and articulate DR signals requirements (based on LBNL OpenADR specification) and work with Standards Development Organizations (SDOs) and vendor consortiums to realize those requirements. Engage with the NIST Smart Grid Roadmap activities and address communications related OpenSG tasks in the various NIST Priority Action Plans (PAP09, etc.). OpenADR focuses on DR from an application point of view and specifically on the interactions between the Utility and Facility whereas other groups within UCAIug are more focused on platforms or systems that may support DR applications within their specific domains. Work closely with horizontal OpenSG groups. Some overlap with OpenHAN (facility side) and AMI Ent (Utility head end side). Develop requirements and harmonize with CIM efforts. Slide 65

66 Chair OpenADR Organization Albert Chiu, PG&E Vice chair Ed Koch, Akuacom Task Groups: Use Case Team Incrementally build up a set of generic use cases that are expressed in similar format for the scope of AMI-Enterprise. Ralph Martinez (ralph.martinez@baesystems.com), chair Kay Stefferud (kay.stefferud@lmco.com), co- chair System Requirement Specification (SRS) Team Generate System Requirements Specification Joe Zhou (jzhou@xtensible.net), chair Services Definition Team Define integration requirements and service definitions Jerry Gray (gerald.gray@cim-ple.com), chair Shawn Hu (shu@xtensible.net),co chair Slide 66

67 Progress since Florida Completed OpenADR SD version 1.0 Documents was approved by OpenSG TC on December Web services implementation Profile Slide 67

68 Objectives for This Meeting NIST PAP09 joint meeting OpenADR TF updates Zigbee/SEP updates OASIS updates Discuss OASIS EI TC draft document Discuss PAP 09 deliverable Continue OpenADR next phase work PEV Fast DR DER Security Slide 68

69 OpenADR Agenda Monday, PM (SG-System) Boot Camp Note: Session is an overview for newcomers Tuesday March 8th 1:00 3:00 OpenADR/PAP09 3:30 5:30 OpenADR/PAP09 Wednesday March 9th 8:00 10:00 OpenADR (PEV Use Cases) Mike Coop 10:30 12:00 OpenADR (Fast DR Use Cases) Ed Koch 1:00 3:00 OpenADR (Security Issues) Joint Session with Security TF 3:30 5:30 OpenADR (DER Use Cases) John Nunneley Thursday March 10th 8:00 10:00 OpenADR (Phase II doc planning) 10:30 12:00 OpenADR/Conformity joint session Slide 69

70 Questions???? UCAIug HAN SRS v2.0 is located on the OpenHAN sharepoint: 70

71 Q&A

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