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Prepared by the North American Energy Standards Board
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North American Energy Standards BoardNorth American Energy Standards BoardNAESB Review & Smart Grid UpdateNAESB Review & Smart Grid Update
The North American Energy Standards Board The North American Energy Standards Board
CIM Users Group MeetingCIM Users Group Meeting
Hosted by EPRI - Charlotte, North Carolina Hosted by EPRI - Charlotte, North Carolina
November 11, 2009November 11, 2009
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History and Creation of 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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Organizational Structure
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Organization by Quadrant and SegmentOrganization by Quadrant and Segment
Wholesale Gas – 5 Segments Wholesale Electric – 6 Segments
Retail Electric – 3 Segments
1. End Users2. Local Distribution3. Pipelines 4. Producers5. Services
1. Service Providers/Suppliers2. Utilities3. End Users/Public Agencies
Retail Gas – 3 Segments
1. Service Providers/Suppliers2. Distributors3. End Users/Public Agencies
1. End Users2. Distribution/LSE3. Transmission 4. Generation5. Marketers/Brokers6. Independent Grid
Operators/Planners
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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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Board of Directors
Executive Committee
Strategy & Issue Definition
Membership
Organizational Structure & Support
Legal & Operational Procedures
BusinessPractices
TechnicalMapping
Coding & Data
Interpretations
• Financial Authority
• Strategic Plans
• Direction of the Organization & Setting the Annual Plans
• Standards Development
• Tactical Implementation of the Annual Plan
Liaisons
AAnnnnuuaal l
PPllaannss
CommunicationProtocols
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Board of Directors
ManagingCommittee
Executive Committee(s)
Standards DevelopmentSubcommittees
ParliamentaryCommittee
Advisory Council
InterpretationsSubcommittee
Triage Subcommittee
Advises the Board of Directors on the
general direction of the organization and the annual plans of
each quadrant
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Standards Development Process
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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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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 ANSI’s 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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Voluntary Standards From the organization’s 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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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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How do the members create the How do the members create the standards?standards?
We average 30-35 meetings or calls per We average 30-35 meetings or calls per monthmonth
We average more than 800 participants by We average more than 800 participants by phone per monthphone per month
We offer web casting to assist in the We offer web casting to assist in the conference callsconference calls
All participants, regardless of NAESB All participants, regardless of NAESB membership status, are welcomed to the membership status, are welcomed to the meetings and subcommittee effortsmeetings and subcommittee efforts
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How fast can standards be developed?How fast can standards be developed?
Typically standards development takes 12 Typically standards development takes 12 monthsmonths
It can take longer when the underlying It can take longer when the underlying policy is not well understood or the policy is not well understood or the industry has significant oppositionindustry has significant opposition
It can be accelerated (down to 4 months) if It can be accelerated (down to 4 months) if the policy is well understood, executives the policy is well understood, executives are willing to champion it, regulators are are willing to champion it, regulators are clear that it should have priorityclear that it should have priority
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Request For Standard/Annual Plan Item
Triage Subcommittee
Executive Committee(s)
Standards Development
Subcommittee(s)
Executive Committee(s)
Recommendation
Formal Industry Comment
Membership Ratification
Balanced Vote
Balanced Vote
Balanced Vote
Balanced Vote
Final Actions
Published Standards
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NAESB Work ProductsNAESB Work Products
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Version 2.1 WEQ Standards:Version 2.1 WEQ Standards:
OASISOASIS Transmission Loading Transmission Loading ReliefRelief
OASIS S&CPOASIS S&CP ContractsContracts
OASIS Data DictionariesOASIS Data Dictionaries Standards of ConductStandards of Conduct
Coordinate InterchangeCoordinate Interchange Gas/Electric CoordinationGas/Electric Coordination
ACE Equation Special CasesACE Equation Special Cases Public Key InfrastructurePublic Key Infrastructure
Manual Time Error CorrectionManual Time Error Correction eTariffeTariff
Inadvertent Interchange PaybackInadvertent Interchange Payback Demand ResponseDemand Response
Last Published: March 2009, Version 2.1Last Published: March 2009, Version 2.1Next Publication: First Quarter 2010, Version 2.2Next Publication: First Quarter 2010, Version 2.2
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Version 1.1 Retail Standards:Version 1.1 Retail Standards:Defined TermsDefined Terms CreditworthinessCreditworthiness
Market Participant InteractionsMarket Participant Interactions Billing and PaymentsBilling and Payments
Electronic Delivery MechanismElectronic Delivery Mechanism ContractsContracts
Internet Electronic TransportInternet Electronic Transport Electronic InvoicingElectronic Invoicing
Texas Registration AgentTexas Registration Agent Customer Information Customer Information
Distribution Company-Supplier DisputesDistribution Company-Supplier Disputes
Customer Enrollments, Drops and Account Information Customer Enrollments, Drops and Account Information ChangeChange
Last Published: June 30, 2009, Third VersionLast Published: June 30, 2009, Third VersionNext Publication: December 31, 2009, Version 1.2 – Next Publication: December 31, 2009, Version 1.2 – Fourth VersionFourth Version
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North American Energy Standards BoardNorth American Energy Standards Board Smart Grid UpdateSmart Grid Update
NAESB Smart Grid UpdateNAESB Smart Grid Update
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NAESB’s Involvement in the Smart Grid Initiative NAESB’s Involvement in the Smart Grid Initiative
NAESB Advisory Council MeetingNAESB Advisory Council Meeting
Contact with Government Agencies, Trade Contact with Government Agencies, Trade Organizations and other SDO’sOrganizations and other SDO’s
Participation in the April, May and August NIST Participation in the April, May and August NIST WorkshopsWorkshops
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NAESB Assignments Resulting from August NIST NAESB Assignments Resulting from August NIST WorkshopWorkshop
Priority Action Plan 3 – Common Price Priority Action Plan 3 – Common Price Communication ModelCommunication Model
Priority Action Plan 4 – Common Scheduling Priority Action Plan 4 – Common Scheduling MechanismMechanism
Priority Action Plan 9 – Standard DR SignalsPriority Action Plan 9 – Standard DR Signals
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NAESB Smart Grid Standards Task Force and SubgroupNAESB Smart Grid Standards Task Force and Subgroup
Co-ChairsCo-Chairs Robert Burke, ISO New EnglandRobert Burke, ISO New England Brent Hodges, ReliantBrent Hodges, Reliant Wayne Longcore, Consumers EnergyWayne Longcore, Consumers Energy
First Meeting September 1, 2009First Meeting September 1, 2009 16 Conference Calls16 Conference Calls 1 Face to Face Meeting1 Face to Face Meeting
Over 250 participantsOver 250 participants
Coordinating with NIST, FERC, NARUC, FIX Protocol, Coordinating with NIST, FERC, NARUC, FIX Protocol, UCAiug, CalConnect, etc…UCAiug, CalConnect, etc…
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NAESB Smart Grid Standards Task Force and NAESB Smart Grid Standards Task Force and SubgroupSubgroup
Phase One Work ProductsPhase One Work Products Framework for Integrated DR &DER Models (PAP Framework for Integrated DR &DER Models (PAP
9)9) Wholesale Market Use Cases (PAP9)Wholesale Market Use Cases (PAP9) Retail Market Use Cases (PAP 9)Retail Market Use Cases (PAP 9)
Common Glossary / Actors (PAPs 3 & 9)Common Glossary / Actors (PAPs 3 & 9)
Use Cases for a Common Price Communication Use Cases for a Common Price Communication Model (PAPs 3 & PAP 9)Model (PAPs 3 & PAP 9)
Requirements for a Common Scheduling Requirements for a Common Scheduling Mechanism (PAP 4)Mechanism (PAP 4)
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NAESB Smart Grid Standards Task Force and SubgroupNAESB Smart Grid Standards Task Force and Subgroup
TimelineTimeline November 13, 2009 – The Task Force votes to approve the November 13, 2009 – The Task Force votes to approve the
documents described above for an informal comment documents described above for an informal comment period ending on November 30, 2009. period ending on November 30, 2009.
November 18, 2009 – The documents described above are November 18, 2009 – The documents described above are presented at Grid-Interop Week presented at Grid-Interop Week
Early January, 2010 – The Task Force votes to approve the Early January, 2010 – The Task Force votes to approve the documents as modified in response to the comments for a documents as modified in response to the comments for a 30 day formal comment period ending early February 2010. 30 day formal comment period ending early February 2010.
Early February, 2010 – The Task Force reviews the formal Early February, 2010 – The Task Force reviews the formal comments and prepares a report to the NAESB Wholesale comments and prepares a report to the NAESB Wholesale Electric (WEQ) and Retail Electric Quadrant (REQ) Executive Electric (WEQ) and Retail Electric Quadrant (REQ) Executive Committees (EC) with any additional suggested changes as Committees (EC) with any additional suggested changes as late task force comments late task force comments
Mid to Late February, 2010 – The NAESB WEQ and REQ EC Mid to Late February, 2010 – The NAESB WEQ and REQ EC hold a single topic review session on the recommendations hold a single topic review session on the recommendations to prepare the EC members for a single topic EC meeting to prepare the EC members for a single topic EC meeting
Early March, 2010 – The NAESB WEQ and REQ EC hold a Early March, 2010 – The NAESB WEQ and REQ EC hold a single topic EC meeting to vote on the recommendations single topic EC meeting to vote on the recommendations
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How to Contact NAESBHow to Contact 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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Web Site Information and ContactsWeb 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 – 713-356-0060
Fax – 713-356-0067
Email – [email protected]
For further information on the organization, please contact Veronica Thomason (713-356-0060, [email protected])
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How To Monitor Activities Monthly Update Calls: Monthly Update Calls:
http://www.naesb.org/monthly_update.asp
Review updated annual plans quarterly: Review updated annual plans quarterly: http://www.naesb.org/materials/gov.asp
Review Board minutes quarterly: http://Review Board minutes quarterly: http://www.naesb.org/weq/weq_bod.asp
Sign up for email distribution notices on Sign up for email distribution notices on subcommittees of interest: subcommittees of interest: http://www.naesb.org/listserv/mail/mail_register.cfm
Call NAESB office (713-356-0060, Call NAESB office (713-356-0060, [email protected])