Copyright © 2010 Bridge Energy Group, Inc., All Rights Reserved Trusted Advisor & Implementation Partner Interoperability Case Study: Recipe for Success Washington DC | June 24, 2010 | Tony Giroti Copyright © 2010 Bridge Energy Group, Inc., All Rights Reserved

Copyright © 2010 BRIDGE ENERGY GROUP Agenda Intro to Interoperability Under the Hood Case Study / Client Example Interoperability & Standards used How we used them [Our] Recipe for Success Copyright © 2010 BRIDGE ENERGY GROUP

Interoperability “The capability of two or more networks, systems, devices, applications, or components to exchange information between them and to use the information so exchanged” - Department of Energy’s GridWise® Architecture Council Copyright © 2009, 2010 BRIDGE

Interoperability - Under the Hood For Success besides Standards, you need Strategy, Business Operating Model, Technology & Architecture Vocabulary or Shared meaning of content Registry Standard Party or System A Party or System B Communication & Transport Messages Technology & Architecture Interface of A Interface of B Interoperation or Collaboration Agreement Business Operating Model

Client Example: Transmission & Distribution

Started with NIST’s recommendation GridWise® Arch. Council’s Context-Setting Framework To Provide the context for identifying and debating interoperability issues to advance actions that make integration within this complex system easier. Framework Model / Architecture Design Solution Strategy & Approach

Open Smart Grid Reference Architecture Service Oriented Architecture (SOA) Application Architecture Business Architecture Service / Process Orchestration SOA Tool or Capability Data Architecture Real-Time Integration Architecture ESB, Transport & Messaging Portal Registry CEP Routing Event Driven Architecture Loosely Coupled Architecture Technical Services Canonical Data Model Workflow / Human Tasks Business Services Enterprise Services Semantic Data Model Master Data Management Meta Data Application Integ Modules Cross Cutting Modules B2B Integra- tion Modules Real-Time Architecture Transaction Processing -OLTP Development SDK Common Services Customer / HAN Modules Transformat ion Database Infrastructure Architecture Hardware, OS, Virtualization C o m p l I a n c e A r c h i t e c t u r e S e c u r e i t y Command & Control OA&M SG & DR Applications Admin Interface Data Warehouse Infrastructure Data Warehouse Extraction Transformation & Load Domain Specific Data Marts Reporting Architecture Reporting, Analytics & BI Star/Snowflake Data Warehouse Source DBs ETL Tool ETL Architecture Reporting Tool Data Mart Remote Connect / Disconnect Outage Detection Self Healing Grid Advance Billing Others Vision & Architecture Tony Giroti

Interoperability Standards IEC 61968/61970 & CIM: These families of standards define information exchanged among control center systems using common information models. They define application-level energy management system interfaces and messaging for distribution grid management in the utility space. IEC 61850: This standard defines communications within transmission and distribution. substations for automation and protection. It is being extended to cover communications beyond the substation to integration of distributed resources and between substations. IEEE C37.118: This standard defines phasor measurement unit (PMU) performance specifications and communications. MultiSpeak: App software integration within the utility operations domain; a candidate for use in an Enterprise Service Bus. Identify Standards

Interoperability Standards (cont…) openADR: The specification defines messages exchanged between utilities and commercial/industrial customers for price-responsive and direct load control. eMIX: Exchange of price, characteristics, time, and related information for markets, including market makers, market participants, quote streams, premises automation, and devices Cyber Security: Security Profile for Advanced Metering Infrastructure, v 1.0, Advanced Security Acceleration Project – Smart Grid, December 10, 2009 : This document provides guidance and security controls to organizations developing or implementing AMI solutions. This includes the meter data management system (MDMS) up to and including the HAN interface of the smart meter. NERC CIP 002-009: Physical and cyber security standards for the bulk power system. Meter Upgradability - PAP 00 Identify Standards

Transmission Operator’s View Integrate with a Holistic Approach Transmission Operator’s View ISO / Market Generation Distribution Utilities Generation Distribution Utilities Distribution Utilities eMIX IEC 61850 Energy Delivery and Power Accounting Services (CIM Services, IEC 61968) Substation Devices Data Integrator Scheduling Settlement Billing C37.118 IED Data Integrator Synchrophasors IEC 61968 / SOA /MultiSpeak/ CIM Enterprise Integration CIM DB MV90 Revenue Meters TCP/IP Revenue Meters Reporting Asset Mgmt System Reconciliation SCADA Grid, Substations Operations IT

Distribution Utility’s View Integrate with a Holistic Approach Transmission Operator eMIX Smart Grid Services PAP00: Meter Upgradability Cyber Security CIM openADR CIS/Billing System GIS System Distribution Operations 2 Meter Data Management IEC 61968 / SOA/MultiSpeak/CIM Enterprise Integration CIM DB 1 MDM DB OMS Asset Mgmt System IVR 3

The How Part of Using Standards Technology & Architecture The How Part of Using Standards Meter data 1 MDM New √ OMS AS-IS IVR AS-IS 4 5 2 Outage 3 Billing Determinants 5 Service I/F SLA Exceptions Management Service I/F Canonical Data Model Service I/F AS-IS New CIS UDDI Service Registry Service I/F OA & M BAM Service I/F Service I/F XML Transformation (Formatting) Process Orchestration ESB Value Proposition: Develop a Loosely Coupled Architecture SOA Value Proposition: Build Services and then orchestrate them into a business process. Develop Technical (LDAP service); Business Services (Billing Determinant); Smart Grid Services (Connect/Disconnect, Outage Detection). PLUS Reusability Copyright © 2009, 2010 Tony Giroti 4/6/2010

Recipe for Interoperability Success Ingredients: Start with a pot full of Strategy & Roadmap Add 1 to 2 lbs of Standards depending upon appetite Add 1 Tsp of Business Operating Model Add 2 Tsp of Technology Sprinkle gently with Enterprise Architecture Mix vigorously with a Holistic Approach Bake it Collaboratively Let it Simmer Serve piecemeal to your organization and partners Have one Holistic Vision & Strategy otherwise too many cooks will spoil the broth Copyright © 2010 BRIDGE ENERGY GROUP

Q&A. Thank You Tony Giroti 508.624.8932 BRIDGE Energy Group TGiroti@BridgeEnergyGroup.com