SGIP 2014 Business Plan

1. SGIP 2014 Business Plan Patrick Gannon05 November 2013SGIP Members Meeting

2. SGIP Business Plan - Agenda • SGIP 2.0 Overview • SGIP Strategic Goals & Objectives • 2014 Business Plan • SGIP Strategic Services

3. SGIP 2.0 Overview

4. SGIP 2.0 Inc. Purpose SGIP Articles of Incorporation state: • Initially, Corporation to continue the work of the previousSGIP • Supporting NIST in fulfilling Energy Independence &Security Act of 2007; including, but not limited to: • Provide technical guidance, coordination, facilitate standards development • Identify & specify testing and certification requirementsfor interoperability • Inform & educate industry stakeholders on Smart Grid interoperability benefits • Liaise with organizations in other countries for global smart grid alignment • Undertake other activities as may be appropriate to achieve these goals • However, the SGIP By-laws allow for • Future refinement and evolution of the nature of the SGIP business • Support the needs of the Smart Grid ecosystem and SGIP membership

5. Smart Grid Interoperability Panel orchestrates the work behind power grid modernization

6. SGIP NARRATIVE PROCESS provides a framework for orchestrating all Smart Grid stakeholders to accelerate standards harmonization and interoperability

7. The Harmonization Process

8. SGIP Strategic Goals & Objectives

9. SGIP Strategic Values • Accelerate • Realize interoperability benefits faster, cheaper • Facilitate • Manage member interactions, education and core technical work processes • Navigate • Identify stakeholder specific roadmaps • Communicate • Clarify Impacts and merits of interoperability

10. Strategic Goals • Accelerate the realization of interoperability benefits from harmonized standards and faster integration of interoperable technologies • Facilitate the core technical work by providing thought leadership, a productive collaborative workspace and management process • Help stakeholders Navigate among the Smart Grid Ecosystem processes & relationships • Communicate with all Smart Grid Ecosystem stakeholders on standards information and benefits from interoperability

11. Strategic Goal 1 - Accelerate • Accelerate the realization of interoperability benefits from harmonized standards and faster integration of interoperable technologies. • Educate all stakeholders on the benefits of interoperability • Highlight the breadth & depth of members’ technical capabilities and leadership • Communicate the value propositions • Establishinternational relationships, partnerships, and cooperation agreements

12. Strategic Goal 2 - Facilitate • Facilitate the core technical work by providing thought leadership, a productive collaborative workspace and management process • Enhance & maintain a process for identifying & prioritizing the requirements and gaps for harmonizing standards • Enhance and maintain the processes for the management of Catalog of Standards (CoS) reviews and lessons learned • Communicate all aspects of the technical work processes, progress and results

13. Strategic Goal 3 - Navigate • Help stakeholders Navigate among the Smart Grid Ecosystem processes & relationships • Develop an Ecosystem picture/roadmap/platform that provides a clear, interactive, logic-driven landscape of the entire Smart Grid value chain • Assist members to identify their most relevant “vectors of influence” • Deliver training programs for how to use the Ecosystem picture for drawing tailored roadmaps

14. Strategic Goal 4 - Communicate • Communicate with all Smart Grid Ecosystem stakeholders on standards information and benefits from interoperability • Produce a resource for Smart Grid standards information and the benefits of interoperability • Prepare an Interoperability Transition Roadmap for implementation of Smart Grid standards • Identify and implement thought leadership approaches and messaging

15. SGIP 2014 Operational Business Plan

16. SGIP Member Groups Membership Domain Expert Working Groups (DEWGs) Priority Action Plans (PAPs) Standing Member Committees Wireless Comm - 02 Wind Plant Comm - 16 Architecture Building to Grid Energy Storage Interconnect - 07 Industry to Grid Cybersecurity Facility Smart Grid Info Std - 17 Home to Grid Implementation Methods Distribution Grid Mgmt - 08 Wholesale Demand Response - 19 Vehicle to Grid Testing & Certification Standard DR & DER Signals - 09 Green Button ESPI Evolution - 20 Transmission & Distribution Map IEEE 1815 to IEC 61850 - 12 Business & Policy Weather Info - 21 Distributed Renewables, Generation & Storage Power Line Comm - 15 EV Fueling Submetering - 22 Work Products Conceptual Models & Roadmaps Standards Evaluations Catalog of Standards Requirements Use Cases Whitepapers

17. SGIP 2.0 Organization SGIP 2.0, Inc. – Board of Directors • Stakeholder Category Elected Directors (20) • Chair, Vice-Chair, Secretary, Treasurer Executive Committee SGIP Products • Executive Director • Administrative support Audit Committee Marketing & Membership Committee Conceptual Model & Roadmaps Elected Chairpersons Nominating & Governance Committee Requirements Ex-officio Ex-officio Ex-officio Ex-officio Ex-officio Ex-officio Ex-officio Coordination functions Program Management Office (PMO) Technical Committee Use Cases SGIP Member Groups • Government Agencies • NIST • DOE • FERC Standing Committees & Working Groups White Papers Working Groups H2G B2G Standards Reviews Cybersecurity (SGCC) Architecture (SGAC) Testing & Certification (SGTCC) Implementation Methods (SGIMC) • International • LOIs • Korea • Europe • Japan • Ecuador • Colombia I2G TnD Priority Action Plan (PAP) Teams Catalog of Standards V2G BnP PAP 1 PAP 2 Gas DRGS PAP 3 PAP… EMII

18. SGIP Staff & Service Providers

19. Technical Operations Plan - 1 • SGACcontinue the Transaction Energy Working Party • SGCC to develop a Case Study and Training Class • Cybersecurity Risk Management • SGCCto publish a Smart Grid Cloud Computing White Paper • SGCCto collaborate with DOE, FERC, DHS, DoD, and NIST to develop a NIST Smart Grid Supply Chain Awareness Guide • Directed at electricity sector executives • Explains the Supply Chain risks • Provides high-level cybersecurity procurement concepts

20. Technical Operations Plan - 2 • SGIMCto develop “interoperability experience” case studies which address Smart Grid functionality • Distributed renewables, volt/var management, dynamic pricing, EV charging • SGIMCto provide input to the customization and operation of a Smart Grid interactive Interoperability Mapping Tool (IMT) • SGTCCto build a directory of all industry test programs relative to Smart Grid standards • similar to the Catalog of Standards

21. Technical Operations Plan - 3 • Electromagnetic Interoperability Interference (EMII) Working Group to work on v2 of the Smart Grid EMC White Paper • Developing a project for an application or best practice guide to apply EMC test standards to Smart Grid systems and devices. • Home to Grid (H2G) DEWG ongoing projects to include a focus on communications between utilities and home devices • Facilitate demand-response programs that implement energy management • Adapting home appliances for energy management and Transactive Energy • Interoperability of micro inverters with home networks and devices • Data aggregation and data privacy • Internet Protocol (IP) interface in home devices for energy management

22. Technical Operations Plan - 4 • The Joint Group of Business to Grid (B2G) and Industry to Grid (I2G) to complete White Papers • Electrical Storage vs. Thermal Storage • Transactive Energy Retail Applications • B2G-I2G to develop new White Papers • Energy Ecologies Microgrid • Transactive Energy for Residential Applications • B2G-I2G to launch a Priority Action Plan • Transactive Energy

23. Technical Operations Plan - 5 • Weather Information (PAP 21) • Identify Use Cases (UCs) that illustrate the benefits of bi-directional weather data exchange • Survey SDO-based weather standard efforts currently in development and in use • Seek to effectively harmonize the exchange of weather between adherents of these independent standards

24. Director of Technical Operations • Coordinate with the Program Management Office (PMO) and the Technical Committee (TC) • Continue management of the PAP and CoS related processes • Evaluate, review, and ballot 30 to 50 entries to be added to the SGIP CoS • Provide oversight, support to Standing Member Committees, PAPs & DEWGs • Identify prospective relationships with strategic sectors, • Identify Smart Grid interoperability gaps for new PAPs • Transactive Energy Framework • Construction Surety Connection Data Availability (like the Green Button) • Cooperate with International Activities Committee • Conduct outreach to Smart Grid organizations in other countries • Establish global interoperability alignment

25. Marketing Communications Plan • Identify opportunities for coordination with the regulator community for educational seminars • Schedule speakers at conferences and webinars • Promote the work & accomplishments of members • Publish white papers, videos, press releases • Provide members with enhanced visibility • Identify Members who can write articles or be interviewed • Schedule F2F meetings and conference • 2 Members Meetings • 1 Conference with Members Meeting • Alternating on east coast, west coast and central region

26. SGIP Financial Projections

27. SGIP Financial Plan - Revenue • From 2013 to 2014 Income projected to increase by 32% • $250K increase in NIST CAP funding • $45K increase in membership income • Membership renewal • 85% annual membership fees • Income from new membership fees • Increase by 30% from 2014 through 2015 • NIST CAP funding is expected through 2015 • Other Grant funding: • $200K in 2015 • New information services • $200K in 2015

28. SGIP Financial Plan - Expenses • 2013 to 2014 Expenses projected to increase by 32% • Primarily from NIST CAP funding • Expenses increase each year in line with revenue • Maintain Net Income Margin of 6% • Increases primarily in support resources for: • Technical Program Support • Program Management & Committee Support • Other grant funding & new sources of funding • Provide resources for new information services

29. SGIP Strategic Services

30. SGIP Special Projects & Deliverables • Interoperability Implementation Experiences (IIE) • List of implemented Smart Grid applications • Identifying key standards implemented • Interoperability Mapping Tool (IMT) • Port, customize and operate a interactive, online tool • Include SGIP’s CoS, plus work of the DEWGs and PAPs • Business Impact of Standards Analysis Services • Develop & apply a methodology to assess business impact • Calculate benefits & costs of interoperability experiences • Educational & Informational Services • Based on the results derived from IIE and IMT programs • Identify the most relevant “vectors of influence”

31. Discussion

32. SGIPPower of InteroperabilityPatrick J. GannonPresident & Executive Director+1 941 357 6224Patrick.Gannon@sgip.orgwww.sgip.org