OpenADE Status and Plans

1. OpenADEStatus and Plans Dave Mollerstuen dmollerstuen@tendrilinc.com

2. Topics OpenADE Overview OpenADE Status Business and User Requirements Document Systems Requirement Specification NIST Priority Action Plan (PAP) 10 OpenADE Futures Request for Participation Q & A

3. OpenADE Overview What • Standardized Machine-to-Machine (M2M) interface that permits utilities to share, at the consumer’s request and under the consumer’s direction, a broad set of that consumer’s utility data with specific 3rd Parties. Who • Consumers! • Utilities (T&D, REPs) • 3rd Parties (Residential Energy Management, Demand Response Aggregators, Distributed Generation, etc.) Why • Increased efficiencies, increased reliability, … (i.e. “Why SmartGrid?”) • Standardizes interface: reduces implementation costs, time to market

4. Topics OpenADE Overview OpenADE Status Business and User Requirements Document Systems Requirement Specification NIST Priority Action Plan (PAP) 10 OpenADE Futures Request for Participation Q & A

5. OpenADE Status • OpenADE Activities • Weekly webconference (Thursdays 11a PDT / 2p EDT) • Weekly teleconference w/ ASAP-SG around OpenADE security considerations, ASAP-SG 3rd Party Data Access profile • NIST PAP 10 Participation • August / September PAP Workshops • Addressing numerous PAP objectives

6. OpenADE Status OpenADE Participants (sampling)

7. OpenADE Status • Business and User Requirements Document • Progressed to v0.98; currently under balloting within TF • Hope to call for OpenSG vote here in Knoxville • Systems Requirements Specification • At v0.10 • Some discussion to date, expect to focus almost exclusively on SRS post-Knoxville • Will discuss both documents in Knoxville breakouts

8. Topics OpenADE Overview OpenADE Status Business and User Requirements Document Systems Requirement Specification NIST Priority Action Plan (PAP) 10 OpenADE Futures Request for Participation Q & A

9. Business and User Requirements Business and User Requirements Table of Contents 1.0 INTRODUCTION 1.1 Introduction to Automated Data Exchange 1.2 Purpose of Document 1.3 Terms and Definitions 2.0 OPENADE BUSINESS RATIONALE 2.1 Background 2.2 Opportunity 2.3 Objectives and Success Criteria 2.4 Risks 2.5 Specific Business Requirements 3.0 OPENADE VISION 3.1 Project Vision Statement 3.2 Major Features 3.3 Assumptions and Dependencies 4.0 OPENADE 1.0 SCOPE 4.1 Scope of Initial Release 4.2 Scope of Subsequent Releases 4.3 Limitations and Exclusions 5.0 OPENADE CONTEXT 5.1 Stakeholder Profiles 6.0 OPENADE USE CASES 6.1 ADE Authorization - Consumer Grants Permission 6.2 ADE Authorization - Consumer Extends Permission 6.3 ADE Authorization – Consumer Terminates Permission 6.4 ADE Publication - Utility Provides Consumer Data to 3rd Party APPENDIX A BEST PRACTICES A.1 Authorization Termination Requests Initiated at the 3rd Party Web Site A.2 Utility Presentation of Indemnification Clause

10. Business and User Requirements 4.1 Scope of Initial Release OpenADE 1.0 will be limited to the functions required for a Utility to provide a Consumer’s consumption data to an authorized, specific 3rd Party. Availability of that data will be in accordance with industry best practices and / or jurisdictional requirements. 4.2 Scope of Subsequent Releases Subsequent versions of OpenADE will include access to the following Consumer Utility Data elements: • Pricing information • Network events • HAN and configuration information

11. Topics OpenADE Overview OpenADE Status Business and User Requirements Document Systems Requirement Specification NIST Priority Action Plan (PAP) 10 OpenADE Futures Request for Participation Q & A

12. System Requirements Specification System Requirements Specification Table of Contents 1 Introduction 1.1 Purpose 1.2 Scope 1.3 Acronyms and Abbreviations 1.4 External Considerations and References 1.5 Document Overview 2 Architecture Overview 2.1 Architecture Vision 2.2 Architecture Guiding Principles 2.3 Architectural Considerations 3 OpenADE Systems Architecture 3.1 OpenADE Business Architecture View 3.2 Integration Requirements Specification 3.2.1 Functional Requirements – Business Processes 3.2.2 Functional Requirements – Integration Services 3.2.3 Technical Requirements – Integration Services 3.3 OpenADE Application Architecture View 3.4 OpenADE Data Architecture View 3.4.1 Meter Reading and Event View 3.5 OpenADE Technical Architecture View 3.5.1 Security Standards 3.5.2 Service Patterns 3.5.3 Governance 4 Appendices 4.1 Terms and Definitions

13. Topics OpenADE Overview OpenADE Status Business and User Requirements Document Systems Requirement Specification NIST Priority Action Plan (PAP) 10 OpenADE Futures Request for Participation Q & A

14. NIST PAP 10 • PAP 10: One of 14 Priority Action Plans identified by NIST, focused on “Standard Energy Information Usage” • UCAIug took most of organizational responsibility at August, September NIST Smart Grid Workshop Meetings • Objective 2: “Develop short term plans for near-term customer access to usage data based upon today’s installed meters.” – aka OpenADE

15. NIST PAP 10 • Remaining PAP Objectives focused on collecting requirements around canonical expression of metering information: • OBJECTIVE 1: Develop a summary of information needs for various means of customer information access about metering and billing. Develop requirements as quickly as possible, then reach out to SDOs to vet them and look for harmonization. • OBJECTIVE 3: Develop composite information model that can be easily transformed without loss for transport via standards in OASIS, IEC61970/61968, IEC61850, ANSI C12.19/22, AHRAE 135, and ZigBee SEP 2 • Significant dependencies on PAP 3 (Common Pricing) and PAP 4 (Common Scheduling)

16. NIST PAP 10 • Next steps • Work with mailing list participants to refine PAP objectives • Marshal existing definitions, participants to drive requirements elicitation • PAP 10 Home: NIST Smart Grid TWiki @ http://collaborate.nist.gov/twiki-sggrid/bin/view/SmartGrid/PAP10EnergyUsagetoEMS • PAP 10 Mailing List: email David Wollman (david.wollman@nist.gov) to join mailing list

17. Topics OpenADE Overview OpenADE Status Business and User Requirements Document Systems Requirement Specification NIST Priority Action Plan (PAP) 10 OpenADE Futures Request for Participation Q & A

18. OpenADE Futures • 10/2009: OpenSG approves OpenADE 1.0 Business and User Requirements • 10/2009: Initial draft of OpenADE 1.0 System Requirements Specification • 10/2009: Initiate OpenADE 1.0 Services definition • 11/2009 (?): Begin OpenADE 2.0 user requirements elicitation • 01/2010: OpenSG approves OpenADE SRS / Services / Schemas

19. Topics OpenADE Overview OpenADE Status Business and User Requirements Document Systems Requirement Specification NIST Priority Action Plan (PAP) 10 OpenADE Futures Request for Participation Q & A

20. Request for Participation • Documents available on: • OpenSG SharePoint • SmartGridiPedia • Breakout Sessions tomorrow (agendas TBD) • 9:30a to 12:00p • 1:00p to 2:00p (Joint session with SG Security) • 2:00p to 5:30p • Weekly Calls • Thursdays 11a PDT / 2p EDT • Email Reflector • Email to join (or for other requests): • Dave Mollerstuen (dmollerstuen@tendrilinc.com) • Steven Van Ausdall (svanausdall@xtensible.net)

21. Topics OpenADE Overview OpenADE Status Business and User Requirements Document Systems Requirement Specification NIST Priority Action Plan (PAP) 10 OpenADE Futures Request for Participation Q & A

22. Q&A