North American Energy Standards Board NAESB Review

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North American Energy Standards BoardNAESB
Review Smart Grid Update
The North American Energy Standards Board CIM
Users Group Meeting Hosted by EPRI - Charlotte,
North Carolina November 11, 2009
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North American Energy Standards Board NAESB
Review

• History and Creation of NAESB

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North American Energy Standards Board NAESB
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• In 1992, the Natural Gas Council agreed that the
  wholesale gas market needed a standards
  organization and fostered the needed efforts to
  start one.
• During the formation from 1992 to 1994, the
  Department of Energy hosted monthly meetings
  where the gas industry in open meetings
  determined the best structure for the
  organization.
• In 1994, the Gas Industry Standards Board was
  incorporated to develop business practice
  standards and communications and e-commerce
  protocols for the interstate natural gas
  industry.
• NAESB expanded effective January 1, 2002 to
  include wholesale gas and electricity and retail
  gas and electricity

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North American Energy Standards Board NAESB
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• Organizational Structure

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North American Energy Standards Board NAESB
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Organization by Quadrant and Segment
Wholesale Electric 6 Segments
Wholesale Gas 5 Segments

1. End Users
2. Local Distribution
3. Pipelines
4. Producers
5. Services

1. End Users
2. Distribution/LSE
3. Transmission
4. Generation
5. Marketers/Brokers
6. Independent Grid Operators/Planners

Retail Electric 3 Segments
Retail Gas 3 Segments

1. Service Providers/Suppliers
2. Utilities
3. End Users/Public Agencies

1. Service Providers/Suppliers
2. Distributors
3. End Users/Public Agencies

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North American Energy Standards Board NAESB
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• Two Governing Bodies with identical structures
• Board of Directors strategic direction,
  financial well being, annual planning for
  standards development, coordination of activities
  with other groups
• Executive Committee Carries out the annual
  plan, develops and maintains the standards and
  business practices through its subcommittees and
  task forces

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North American Energy Standards Board NAESB
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Organizational Structure Support
Strategy Issue Definition
Board of Directors
Annual Plan s
Membership

• Financial Authority
• Strategic Plans
• Direction of the Organization Setting the
  Annual Plans

Legal Operational Procedures
Liaisons
Executive Committee
Business Practices
Coding Data

• Standards Development
• Tactical Implementation of the Annual Plan

Interpretations
Technical Mapping
Communication Protocols
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North American Energy Standards Board NAESB
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Board of Directors
Executive Committee(s)
Advisory Council
Advises the Board of Directors on the general
direction of the organization and the annual
plans of each quadrant
Standards Development Subcommittees
Managing Committee
Interpretations Subcommittee
Parliamentary Committee
Triage Subcommittee
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North American Energy Standards Board NAESB
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• Standards Development Process

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North American Energy Standards Board NAESB
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• Focused on Common Business Practices and
  Technical Guidelines
• Broadly Endorsed by the Industry
• That Provide Conformity
• Which Yield More Efficient and Effective
  Transactional Processes

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North American Energy Standards Board NAESB
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• Standards Development Process
• The process begins with a request which can
  come from a member, an interested industry
  participant, a government agency or commission,
  an ISO or RTO, or a NAESB subcommittee or it can
  be an annual plan item approved by the Board of
  Directors.
• The process followed is ANSI accredited -- ANSI
  accredits organizations as Standards Development
  Organizations (SDO) based on their adherence to
  ANSIs cardinal principles of standards-setting.
• The process is open and any interested party
  can participate and contribute to the standards
  development regardless of membership in NAESB.

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North American Energy Standards Board NAESB
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• Voluntary Standards
• From the organizations perspective, all
  standards are voluntary and may be provided to
  regulatory agencies as status reports as they are
  published.
• The standards and model business practices may
  incorporate regional or operational differences
• Regulatory agencies may choose to adopt
  standards or model business practices, but NAESB
  will not advocate such action.
• The organization will not monitor for
  compliance, provide performance measures for
  compliance, nor will it define sanctions for
  non-compliance.
• The organization will not advocate before any
  regulatory body.

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North American Energy Standards Board NAESB
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• Relationship of NAESB Standards and Model
  Business Practices to Policy
• NAESB does not set policy.
• We defer to state and federal agencies in
  determining policy.
• Our work products are intended to focus on the
  implementation of policy decisions by providing a
  road map for the interactions between the various
  parties.
• Our standards and model business practices
  recommend practices for alternative regulatory
  models but leave the decision as to the
  appropriate policy or model to the regulators.

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North American Energy Standards Board NAESB
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• How do the members create the standards?
• We average 30-35 meetings or calls per month
• We average more than 800 participants by phone
  per month
• We offer web casting to assist in the conference
  calls
• All participants, regardless of NAESB membership
  status, are welcomed to the meetings and
  subcommittee efforts

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North American Energy Standards Board NAESB
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• How fast can standards be developed?
• Typically standards development takes 12 months
• It can take longer when the underlying policy is
  not well understood or the industry has
  significant opposition
• It can be accelerated (down to 4 months) if the
  policy is well understood, executives are willing
  to champion it, regulators are clear that it
  should have priority

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North American Energy Standards Board NAESB
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Executive Committee(s)
Request For Standard/Annual Plan Item
Balanced Vote
Triage Subcommittee
Membership Ratification
Balanced Vote
Executive Committee(s)
Balanced Vote
Final Actions
Standards Development Subcommittee(s)
Balanced Vote
Published Standards
Recommendation
Formal Industry Comment
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North American Energy Standards Board NAESB
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NAESB Work Products
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North American Energy Standards Board NAESB
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• Version 2.1 WEQ Standards
• OASIS Transmission Loading Relief
• OASIS SCP Contracts
• OASIS Data Dictionaries Standards of Conduct
• Coordinate Interchange Gas/Electric Coordination
• ACE Equation Special Cases Public Key
  Infrastructure
• Manual Time Error Correction eTariff
• Inadvertent Interchange Payback Demand Response
• Last Published March 2009, Version 2.1
• Next Publication First Quarter 2010, Version
  2.2

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North American Energy Standards Board NAESB
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• Version 1.1 Retail Standards
• Defined Terms Creditworthiness
• Market Participant Interactions Billing and
  Payments
• Electronic Delivery Mechanism Contracts
• Internet Electronic Transport Electronic
  Invoicing
• Texas Registration Agent Customer Information
• Distribution Company-Supplier Disputes
• Customer Enrollments, Drops and Account
  Information Change
• Last Published June 30, 2009, Third Version
• Next Publication December 31, 2009, Version 1.2
  Fourth Version

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North American Energy Standards Board Smart Grid
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• NAESB Smart Grid Update

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North American Energy Standards Board Smart Grid
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• NAESBs Involvement in the Smart Grid Initiative
• NAESB Advisory Council Meeting
• Contact with Government Agencies, Trade
  Organizations and other SDOs
• Participation in the April, May and August NIST
  Workshops

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North American Energy Standards Board Smart Grid
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• NAESB Assignments Resulting from August NIST
  Workshop
• Priority Action Plan 3 Common Price
  Communication Model
• Priority Action Plan 4 Common Scheduling
  Mechanism
• Priority Action Plan 9 Standard DR Signals

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North American Energy Standards Board Smart Grid
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• NAESB Smart Grid Standards Task Force and
  Subgroup
• Co-Chairs
• Robert Burke, ISO New England
• Brent Hodges, Reliant
• Wayne Longcore, Consumers Energy
• First Meeting September 1, 2009
• 16 Conference Calls
• 1 Face to Face Meeting
• Over 250 participants
• Coordinating with NIST, FERC, NARUC, FIX
  Protocol, UCAiug, CalConnect, etc

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North American Energy Standards Board Smart Grid
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• NAESB Smart Grid Standards Task Force and
  Subgroup
• Phase One Work Products
• Framework for Integrated DR DER Models (PAP 9)
• Wholesale Market Use Cases (PAP9)
• Retail Market Use Cases (PAP 9)
• Common Glossary / Actors (PAPs 3 9)
• Use Cases for a Common Price Communication Model
  (PAPs 3 PAP 9)
• Requirements for a Common Scheduling Mechanism
  (PAP 4)

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North American Energy Standards Board Smart Grid
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• NAESB Smart Grid Standards Task Force and
  Subgroup
• Timeline
• November 13, 2009 The Task Force votes to
  approve the documents described above for an
  informal comment period ending on November 30,
  2009.
• November 18, 2009 The documents described above
  are presented at Grid-Interop Week
• Early January, 2010 The Task Force votes to
  approve the documents as modified in response to
  the comments for a 30 day formal comment period
  ending early February 2010.
• Early February, 2010 The Task Force reviews the
  formal comments and prepares a report to the
  NAESB Wholesale Electric (WEQ) and Retail
  Electric Quadrant (REQ) Executive Committees (EC)
  with any additional suggested changes as late
  task force comments 
• Mid to Late February, 2010 The NAESB WEQ and
  REQ EC hold a single topic review session on the
  recommendations to prepare the EC members for a
  single topic EC meeting
• Early March, 2010 The NAESB WEQ and REQ EC hold
  a single topic EC meeting to vote on the
  recommendations

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North American Energy Standards Board NAESB
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How to Contact NAESB
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North American Energy Standards Board NAESB
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• How to Participate
• Join the distribution lists on the NAESB Web Site
  www.naesb.org
• All meetings are open and accessible via
  telephone
• All materials are posted on the NAESB web site
• Your comments are welcome and will be posted on
  any NAESB standards issues
• If you are not a member, but are interested in
  membership, please call the NAESB Office
  713-356-0060

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North American Energy Standards Board NAESB
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• Web Site Information and Contacts
• Web Site www.naesb.org
• Quadrant Procedures, Bylaws, Certificate for
  NAESB
• Calendar of Meetings, Agendas, Work Papers,
  Comments
• Board minutes, EC Minutes, How to order
  Transcripts
• Standards and Related Work Products
• Membership Information
• Contact Information
• Phone [phone]
• Fax [phone]
• Email naesb_at_naesb.org
• For further information on the organization,
  please contact Veronica Thomason (713-356-0060,
  naesb_at_naesb.org)

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North American Energy Standards Board NAESB
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• How To Monitor Activities
• Monthly Update Calls http//www.naesb.org/month
  ly_update.asp
• Review updated annual plans quarterly
  http//www.naesb.org/materials/gov.asp
• Review Board minutes quarterly
  http//www.naesb.org/weq/weq_bod.asp
• Sign up for email distribution notices on
  subcommittees of interest http//www.naesb.org/li
  stserv/mail/mail_register.cfm
• Call NAESB office (713-356-0060, naesb_at_naesb.org)