Open Forum OASIS Work on PAPs 03, 04, 09

1. Open ForumOASIS Work on PAPs 03, 04, 09 May 25, 2010

2. Guiding Principles • See NIST Framework & Roadmap page 48 • Additional functionality and innovation through: • Symmetry – facilitates bi-directional flows of energy and information • Transparency – supports a transparent and auditable chain of transactions • Composition – facilitates building of complex interfaces from simpler ones • Extensibility – enables adding new functions or modifying existing ones

3. Guiding Principles (2) • Loose coupling – helps to create a flexible platform that can support valid bilateral and multilateral transactions without elaborate pre-arrangement • Layered systems – separates functions, with each layer providing services to the layer above and receiving services from the layer below • Shallow integration – does not require detailed mutual information to interact with other managed or configured components

4. Composable Standards • For scalability • For independent innovation and evolution • With agreed interface contracts • For simplicity • For reuse • See NIST Framework & Roadmap page 48

5. Demand Response Interoperation • Need to include • Price and Product Definition • Schedule • Load and Usage • Meaning of signals • Means of communicating • Security • Varies for different interactions • Privacy issues

6. DR Interoperation—Composition • What to compose? • Price and Product Definition compose EMIX • Schedule compose WS-Calendar • Load and Usage compose PAP10 Core Standard • Meaning of signals in Energy Interop • Means of communicating in Energy Interop • Security compose WS-Security and more • Varies for different interactions • Privacy issues • Where to you compose? Application? Standard? • Long and short term perspective

7. Relationships of Standards Energy Interop Schedule Price+ Product Def Usage & Load

8. OASIS WS-Calendar TC Web Services Calendar TC http://www.oasis-open.org/committees/ws-calendar/ All committee work visible from the link email, documents, minutes, sign up for membership Comment mechanism for public comment Aiming for first public review in May 2010 To join or for more information contact chair Toby Considine toby.considine@gmail.com 8 8

9. OASIS Energy Interoperation TC • Technical Committee Home Page • http://www.oasis-open.org/committees/energyinterop • All committee work visible from the link • email, documents, minutes, sign up for membership • Specification draft in public review now • http://www.oasis-open.org/committees/download.php/37925/energyinterop-1%200-spec-wd-12.pdf • To join or for more information contact co-chairs • William Cox wtcox@CoxSoftwareArchitects.com • David Holmberg david.holmberg@nist.gov

10. Wide Participation • National Labs • Universities • OpenSG OpenADR participants • Meter and Control Companies • Curtailment Service Providers • Recently joined by ISOs • California ISO • Midwest ISO

11. Current work in Energy Interoperation TC • Refactoring of OpenADR to meet needs of both traditional DR and Transactional Energy • IncorporatingActor standards derived from NAESB work • Ensure the use cases and requirements recently delivered by NAESB are addressed • Next steps are from • Business Requirements to • Interaction model to • Information exchange to • Detailed information model and schema

12. Interaction Patterns

13. Interaction Patterns (3) Interaction Patterns (2)

14. Energy Market Information Exchange (eMIX) Technical Committee Status Report Edward G. Cazalet, Bill Cox Co Chairs Toby Considine, Editor ed@cazalet.com May 27th 2010 Download eMIX Draft Standard : http://www.oasis-open.org/committees/download.php/37959/emix-1.0-spec-wd-06.pdf

15. OASIS Energy Market Info Exch TC • OASIS Energy Market Information Exchange TC • http://www.oasis-open.org/committees/emix/ • All committee work visible from the link • email, documents, minutes, sign up for membership • Comment mechanism for public comment • To join or for more information contact co-chairs • William Cox wtcox@CoxSoftwareArchitects.com • Ed Cazalet ed@cazalet.com 15

16. Energy Market Information Exchange • EMIX : data model and XML vocabulary to exchange prices and product definitions for transactional energy markets. • Price information • Bid information • Time for use or availability • Units and quantity to be traded • Characteristics of what is traded

17. eMIX Information Model • Intrinsic Qualities (outside the envelope) • Price & Quantity • Extrinsic Qualities (inside the envelope) • Source • source characteristics • carbon • air quality related content (i.e. NOX) • audit information • information consists of warrants, that is, assertions made by an authority.

18. Intrinsic Elements the "outside of the envelope”

19. Transactional Energy Market Information Exchange (TeMIX) White Paper Edward G. Cazalet, PhD Co-Chair OASIS Energy Market Information Exchange Technical Committee ed@cazalet.com May 27th2010 Download OASIS TeMIX White Paper : http://www.oasis-open.org/committees/download.php/37918/TeMIX_20100523.pdf

20. Why Transactional EMIX? • How does EMIX address real world energy market interactions? • How can business terminology be usefully integrated into the EMIX standard? • TeMIX looks at present and possible business interactions and ramifications for the EMIX information model • This white paper is not a draft standard—it shows ways that the EMIX standard can be applied

21. Transactional Energy Offers & Transactions • Clear and frequent communication. • Foreword and real-time for a quantity, in a time period, at a location. • Many frequent, small transactions leading to a position in a time period, at a location. • Periods : years, months, days, hours, minutes, or seconds. • Applies to cost-based and open markets. TeMIX builds on OASIS eMIX in support of PAP 03 common price communication model. TeMIX contributes to OASIS Energy Interop in support of PAP 09 standard DR and DER signals.

22. Transactional Energy Markets any party can transact with any other party

23. TeMIX Energy Transactions Extends to ancillary service, transmission, distribution & environmental commodity products • Obligation energy transaction • An obligation by the buyer to purchase and the seller to deliver energy over a given period of time at a constant rate-of-delivery (kW, MW). • Obligation energy option transaction • A put (option to sell) or a call (option to buy). • Full-requirements transaction (limited use in TeMIX) • provides any amount of energy at variable rate of delivery during interval. • subsequent transactions have no baseline.

24. Actors in TeMIX • Party (essentially any actor) • Party Roles : • Buyer • Seller

25. The Four TeMIX Information Models Also, time vector offers and multi-leg offers (swaps) Filter as needed

26. Event-Based Demand Response a DR program is a call energy option a DR event initiates a chain-of-commands

27. Collaborative Energy Draft Standards The following drafts are in public review through June 21, 2010 (approximate date): WS-Calendar TC Energy Market Information Exchange TC Energy Interoperation TC

28. WS-Calendar Public Review Draft The following document is in public review through June 21, 2010 (approximate date): WS-Calendar Draft Standard http://www.oasis-open.org/committees/download.php/37888/WS-Calendar-1%200-spec-wd-06.pdf http://www.oasis-open.org/committees/comments/index.php?wg_abbrev=ws-calendar for how to comment

29. The following documents are in public review through June 21, 2010 (approximate date): EMIX Draft Standard http://www.oasis-open.org/committees/download.php/37959/emix-1.0-spec-wd-06.pdf White paper Transactional Energy Market Information Exchange (TeMIX) http://www.oasis-open.org/committees/download.php/37954/TeMIX-20100523.pdf http://www.oasis-open.org/committees/comments/index.php?wg_abbrev=emix for how to comment EMIX Public Review Drafts

30. The following document is in public review through June 21, 2010 (approximate date): Energy Interoperation Draft Standard http://www.oasis-open.org/committees/download.php/37955/energyinterop-1.0-spec-wd-12.pdf See also EMIX review documents http://www.oasis-open.org/committees/comments/index.php?wg_abbrev=energyinterop for how to comment Energy Interop Public Review Draft