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									           May 19 – 20 Smart Grid Standards
 The       Interoperability Interim Roadmap
Smart      Workshop Overview

          Erfan Ibrahim Ph. D. (eibrahim@epri.com)
          Industry Consensus Building Lead
          Smart Grid Standards Interoperability Interim Roadmap
Smart Confirmed Venue for the Workshop

  • The venue for the workshop is the Gaylord National
    Hotel & Convention Center on the Potomac in MD
  • Registrants will be strongly encouraged to book hotel
    rooms in this facility under the Workshop room block
    to lower the overall cost of the 2-day event
  • Closest Airport is Reagan National Airport in Crystal
  • Discounted Room Block rate will be available @
    $179 plus tax (Alert for hotel booking will be sent on
    Friday 5/8)

Smart Workshop Motivation
  • The purpose of the Smart Grid Interoperability Workshop on May
    19-20 2009 is to provide an opportunity for the NIST Domain
    Expert Working Groups (DEWGs) and other industry stakeholders
    to meet face to face for a second time to continue the consensus
    building process for a Smart Grid Standards Interoperability Interim
  • The key objective of this exercise is to use this consensus based
    process to select a particular set of interoperable standards for key
    interfaces between domains that make up the Smart Grid Systems
    of Systems.
  • Support high priority Smart Grid applications such as the four
    priority functionalities from the FERC Draft Smart Grid Policy:
    Demand Response, Wide Area Situational Awareness, Electric
    Storage, and Electric Transportation

Smart 6 Key Breakout Session Questions
  1. What are the relevant use cases and business
     functions to support the Smart Grid application?
  2. What are the requirements that can be derived from
     the use cases/business functions to support the
     Smart Grid application?
  3. What standards are available off the shelf to meet
     the requirements to support the Smart Grid
  4. What additional specifications need to be developed
     within each selected standard to fill the gaps?
  5. Who will develop the additional standards
     specifications to fill the gaps?
  6. What will be the timeline for this development work?

Smart Workshop Schedule – Day 1
  Day 1 - Tuesday May 19th                8:00 AM – 6:00 PM

  •    Opening Plenary session              8:00 AM – 9:30 AM
  •    Mid-morning Break                    9:30 AM – 10:00 AM
  •    1st Breakout Session                 10:00 AM – 12:00 PM
  •    Lunch                                12:00 PM – 1:00 PM
  •    2nd Breakout Session                 1:00 PM – 3:00 PM
  •    Mid-Afternoon Break                  3:00 PM – 3:30 PM
  •    3rd Breakout Session                 3:30 PM – 5:30 PM
  •    Day 1 Wrap Up Plenary Session        5:30 PM – 6:00 PM
  •    Vendor Exhibit Hall Social Reception with no-host bar
                                            6:00 PM – 8:00 PM

Smart Workshop Schedule – Day 2
  Day 2 Wednesday May 20th     8:00 AM – 5:00 PM

  •    Day 2 Plenary session   8:00 AM – 8:30 AM
  •    4th Breakout Session    8:30 AM – 10:30 AM
  •    Mid-morning Break       10:30 AM – 11:00 AM
  •    5th Breakout Session    11:00 AM – 12:30 PM
  •    Lunch                   12:30 PM – 1:30 PM
  •    6th Breakout Session    1:30 PM – 3:30 PM
  •    Mid-afternoon Break     3:30 PM – 4:00 PM
  •    Final Plenary Session   4:00 PM – 5:00 PM

Smart Tracks for Breakout Sessions

  1.   Demand Response & Consumer Energy Efficiency
  2.   Wide Area Situational Awareness
  3.   Electric Storage
  4.   Electric Transportation
  5.   Advanced Metering Infrastructure
  6.   Distribution Grid Management Initiatives
          Distributed Energy Resource (DER) integration, distribution
          automation, volt/var control, and remote sensing that
          enables improvements in reliability and improves the
          efficiency of the distribution system.

Smart Basic Format of Breakout Sessions
       Each of the 6 Tracks will be run as a workshop with 6
       round tables each and 10 people to a table. Work products
       from the Domain Expert Working Groups (DEWGs) will be
       included as input to the discussions. Each Table within a
       Track will work through the process below:

  1. Review/Modify architecturally significant use case list per the
     functional areas. Normalized list provided based on last
  2. Identify critical cross-cutting requirements; including security,
     performance, and reliability.
  3. Identify significant interface points by using the architecture
     domain diagrams (i.e., map use across domains).
  4. For each interface identify standards at applicable layers of the
     GWAC stack. Use a top down analysis through the GWAC
     stack. Identify standards gaps and next steps
Smart Registration Process
  • Each attendee will choose 3 breakout tracks to attend (1st
    choice, 2nd choice, and 3rd choice) when registering online

  • Assignments will be made on first come first serve based on the
    order in which people register starting with their 1st choice

  • There may be multiple breakout rooms per Track to
    accommodate all the attendees of the workshop

  • Attendees will also be asked to identify their area of expertise so
    each table has a diverse set of skills

  • Attendee names will be placed on the tables during the breakout
    sessions based on the Application theme/Core area of expertise

Smart Cross Cutting Sessions
  • With 6 consecutive breakout sessions planned, the
    cross-cutting sessions will occur twice during the 2-
    day workshop (Sessions 3 & 6).
  • All attendees will meet according to their identified
    skill in their respective sessions to sync all the people
    within their domain of expertise from the 6 Tracks.
  • The 7 identified core areas of expertise are:
       –   PHY/MAC & Networking
       –   Application & Data Integration
       –   Cyber Security
       –   Business Markets & Policy
       –   Power Systems
       –   Grid Operations
       –   Customer Service

Smart Breakout Session Program
  •    Breakout session 1 will focus on review and prioritization of
       architecturally significant use cases that are relevant in each
       Track. The use cases will be a list of relevant use cases that
       the NIST/EPRI project team will offer the group. One selected
       use case will be assigned to each group in the track.

  •    Breakout session 2 will focus on identifying critical business
       requirements (functional as well as others such as security,
       performance, and reliability) and key use case actors. If the
       NIST/EPRI team and the Domain Expert Working Groups
       (DEWGs) have collected any requirements that are relevant to
       the Track they will be reviewed and critiqued during this session
       with a clear goal of finalizing a consensus based set of
       requirements from the collection of use cases in the previous

Smart Breakout Session Program (Contd.)
  • Breakout Session 3 will focus on checking the use cases and
    the resulting set of requirements collected from the 7 core areas
    of expertise within the 6 Tracks to see that they are not mutually
    contradictory and they can be collected in a cross cutting list of
    requirements for each of the 7 core areas of expertise.

  • Breakout Session 4 will focus on identifying significant
    interface points by using the architecture domain diagrams (i.e.,
    map use across domains to determine relevant interfaces).
       Each table shall compile a list of interfaces for the use case.

Smart Breakout Session Program (Contd.)
  • Breakout Session 5 will focus on identifying candidate
    standards at applicable layers of the Grid Wise Architecture
    Council (GWAC) stack for each interface identified in breakout
    session 4. Each table should use a top down analysis through
    the GWAC stack to map candidate standards on the standard
    mapping template. In addition the workgroup should identify any
    gaps and next steps recommended.

  • Session 6 will focus on identifying next steps and priorities in
    filling the gaps in the standards that are applicable within each
    Track in a cross cutting way that ensures a “no regrets” path for
    Smart Grid Interoperability Standards development in the future.
    The session will also identify the standards bodies that would be
    tasked to undertake the standards gap filling process and a
    timeline for completing the work.

Smart Final Plenary Session Content

  • The plenary session at the end of the 2nd day will
    give the participants within each Track the
    opportunity to share a summary of the deliverables
    they created in each of their 6 breakout sessions.
  • The workshop deliverables from each of the 6 Tracks
    in the 6 breakout sessions will become part of the
    technical content that the EPRI team is developing
    for NIST in the Roadmap Project.

Smart Breakout Session Management

  Each of the Breakout Sessions will be moderated by a
  panel of 5 people:

  •    NIST Technical Expert (Chair)
  •    Utility Industry Technical Expert (Co-Chair)
  •    Non-Utility Technical Expert (Co-Chair)
  •    EPRI Team Member (Facilitator 1)
  •    General Participant (Facilitator 2)

  The selection of the NIST personnel in each Track
  panel will be done by NIST Management
Smart Breakout Session Management (Contd.)

  • The selection of the non-NIST panel co-chairs in
    each Track will be done by the workshop MC under
    direction from NIST.
  • The Utility Industry Technical Experts will be selected
    from Investor Owned Utilities, ISO/RTOs, Public
    Power, and Cooperatives.
  • The Non-Utility Technical Experts will be selected
    from the Product Vendor community, Consultants,
    Academia, Trade Organization Representatives,
    State and Federal Agency personnel.

Smart Breakout Session Management (Contd.)

  • Each table within each breakout session of each
    Track will select a note taker for the information that
    is generated.

  • This role can be rotated by general consensus on
    each table. The 2 Facilitators and all the 6 note
    takers in each Track have the responsibility to collect
    and enter the data from each breakout session for
    the summary presentation and the workshop
    collateral that will be used to prepare the report by
    the EPRI Team to be delivered to NIST in June 2009.

Smart Suggested Guidelines for Consensus

  • Focus effort on fulfilling the critical goals of the
  • Use the dialogue phase in each session to contribute
    your thoughts in a clear, reference based and
    objective manner
  • Avoid debates on topics that are not in the scope of
    this workshop
  • Document non-resolvable issues instead of
    belaboring them at the expense of the session
  • Demonstrate professional courtesy by allowing
    people to speak without interruption

Smart Guidelines for Consensus (Contd.)

  • Be open to having your mind changed by new ideas
    and/or perspectives
  • Demonstrate the courage to recognize the
    shortcoming of your argument in the face of a
    compelling counter argument and withdraw your
    position promptly
  • Think out of the box and seek commonalities with
    others instead of obsessing on the differences
  • Focus on building consensus around the process of
    selecting standards rather than lobbying for your
    favorite standard using subjective reasoning or
    appeal to authority

Smart Guidelines for Consensus (Contd.)

  • Respect the national priority behind this initiative and
    exercise your civic duty to make it successful
  • Seek win-win options that makes this workshop
    successful and supports your constituents
  • Use systemic thinking in sizing overall benefits from
    the choices to be made (avoid myopic views)
  • Understand that this is the start of a process and not
    its culmination
  • Be confident of the fact that the draft roadmap
    document and “low hanging fruit” of standards are
    simply suggested – consensus will come through
    your collective dialogue and finding common ground

           Breakout Sessions Purpose &
 The       Goals/Consensus Building Process
Smart      Overview

          Erfan Ibrahim Ph. D. (eibrahim@epri.com)
          Industry Consensus Building Lead
          Smart Grid Standards Interoperability Interim Roadmap

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