1. OpenADE: Roadmap, ITCA, Sample Implementation November 2, 2010 David Mollerstuen, OpenADE TF Co-Chair Steve Van Ausdall, OpenADE TF Co-Chair

2. Agenda for Face-to-Face Meetings OpenADE Introduction, Review (optional) NAESB Energy Services Provider Interface (ESPI) Introduction OpenADE 2.0: Scope, Business and User Requirements OpenADE Roadmap (four months / twelve months) OpenADE / ESPI Interoperability and Conformance Testing Authority (ITCA) Sample implementation of ESPI

3. Agenda for this (Wednesday PM1) Meeting Recap of OpenADE 2.0 Scope discussion, from yesterday PM2 Session OpenADE Roadmap (four months / twelve months) Sample implementation of ESPI OpenADE / ESPI Interoperability and Conformance Testing Authority (ITCA)

4. OpenADE 2.0 Scope, Requirements Pricing / schedule (TOU tier, block thresholds) DR events Messages (for human consumption) Outage events (planned, unplanned) Goals (targets), projections Power quality, other events (incl. Errors) Other grid conditions, needs, control – Role reversal, fair is fair (roles can change) Capabilities and state of distributed resources

5. OpenADE Roadmap Potential Roadmap Elements Include: OpenADE 2.0 Requirements – Use Cases – Business Requirements – System Requirements – Initial Service Definition Testing and Conformance – Versus OpenADE? Versus ESPI? Sample Implementation of ESPI Standard Others? – Alignment with other groups, harmonization, etc.

6. OpenADE 2011 Roadmap (Proposed) Q1 2011 – Clarification of Interoperability Testing and Conformance Authority -- Formation of Industry Alliance? – Contribute to ESPI Sample Implementation Effort Q2 2011 – NAESB: Finalize ESPI specifications, ballot, resolution – Begin OpenADE 2.0 Requirements Q3 2011 – OpenADE “acceptance” of NAESB ESPI 1.0 – Certification of first candidate implementation Q4 2011 – Complete OpenADE 2.0 Requirements Q1 2012 – NAESB: ESPI 2.0?

7. ESPI Sample Implementation Key contribution for development, adoption of ESPI standard Not appropriate for work to be done within NAESB Effort forming to focus on this, other contributions to Smart Grid collaboration: EnergyOS, championed by John Teeter, PeoplePower OpenADE members to contribute to ESPI sample implementation via EnergyOS participation?

8. Testing and Certification