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General Membership Web Meeting

General Membership Web Meeting. Steve Widergren SGIP Plenary Chair 29 October 2010. Agenda. Welcome. Membership Accomplishments Areas of leadership attention. SGIP Membership as of 10.4.10. # of Organizations by Country USA: 562

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General Membership Web Meeting

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  1. General Membership Web Meeting Steve Widergren SGIP Plenary Chair 29 October 2010

  2. Agenda

  3. Welcome • Membership • Accomplishments • Areas of leadership attention

  4. SGIP Membership as of 10.4.10 • # of Organizations by Country • USA: 562 • Canada: 28 • International: 34 • Total # of Member Organizations: 624 • # of Participating Member Organizations: 542 • # of Observing Member Organizations: 82 • # of Organizations who joined in September: 3 • Total # of Individual Members*: 1,729* Omits Signatory Authorities who aren’t also cited as a representative. # of Participating Member Organizations by Declared Stakeholder Category Stakeholder Categories

  5. Accomplishments • SGIP St. Louis meeting • Over 200 in attendance, with ~320 in other meeting sites and remotely • Successful format to progress PAP, WG, and committee work • Larry Barto and Steve van Ausdall recognized for their contributions • All attendees and materials are posted on the Twiki under Plenary Meetings • Need continued acknowledgement of people dialed-in to the meeting • PAP highlights • PAP 2 Wireless Guidelines: NISTIR Report due October • PAP 4 Common Scheduling: OASIS WS-Calendar public review closes 23 Nov • PAPs 3 & 9 Pricing & DR Signals: standards approaching OASIS public comment phase • PAP 5 Meter Data: AEIC Guidelines for Meter Interoperability to GB in November • PAP 10 Energy Usage Information: NAESB draft in formal review, complete in December • PAP 11 Electric Vehicle: results to be submitted to GB in November • PAP 12: potential 1 year schedule reduction for DNP/61850 mapping with IEEE/IEC • Electromagnetic Interoperability Issues WG formed • 2011 event schedule in place • Purpose and scope of catalog of standards drafted • ANSI license agreement for access to standards: 150 “floating” licenses

  6. Areas of Leadership Attention • PAP 15 – Harmonize PLC standards for appliance integration • Joint IEEE and ITU-T narrow-band PLC process for single standard established • PAP 1 Role of Internet Protocol • IETF guide for smart grid in review, open questions on cyber security, network management, and quality of service • Concept of an SGIP Internet WG being considered for such questions • Architecture related concerns • Semantics coordination across SGIP efforts progressing after Semantic Summit in St. Louis • Coordination of SG architecture in other organizations: coordination with IEC SG3, IETF, IEEE P2030 and ITU-T initiated • Media communications support: part time resource provided by NIST • DEWG work plans • Discussing potential new PAPs • Expect to be instrumental in reviewing items for Catalog of Standards • Engagement with international smart grid efforts • SGIP face-to-face targeted for July in Montreal with international theme • GB International Task Force engaged

  7. NIST Update George Arnold National Coordinator for Smart Grid Interoperability NIST

  8. Governing Board Update John McDonald SGIP Governing Board Chair

  9. Governing Board Activities • Sept 9 and Oct 10 Governing Board Meetings • Reviewed proposed plan for accelerating SGTCC T&C activities • 3Q2010 and Beyond • Architecture for Home Area Networks Task Force Report • Focus on consumer needs and appliance interfaces • Need for technology flexibility is key • Architecture and method for communicating dynamic rates is key • Governing Board Roadmap update • Completed initial tasks, including Smart Grid interoperability vision • Communications, Marketing, and Education WG update • Partitioned work into Administrative, Marketing & Communication, and Education • Completed list of deliverables for CME roadmap • Intellectual Property Rights (IPR) • Meetings have begun with Governing Board members and their attorneys. • NARUC coordination • Establishing series of meetings and webinars with NARUC to coordinate with state regulatory legislators • Policy • Met with NSTC to discuss new White House Smart Grid Policy Team’s mission and coordination • Voted on and passed SGIP Working Group Consensus and Voting Process • Remaining 2010 Meetings • Nov 30 F2F meeting 8:00 a.m. to Noon Central time at Grid-Interop in Chicago, IL September 2010 Activities - PMO Monthly Report

  10. 2011 Governing Board Events

  11. Upcoming Events Paul Molitor SGIP Plenary Secretary

  12. GB Election Timeline – Even Stakeholders, 2010

  13. UPCOMING 2010 PLENARY EVENTS 30 Nov – 3 Dec: Grid-Interop, Chicago See http://www.grid-interop.com/2010/#agenda for detailed agenda

  14. 2011 Plenary Meeting Schedule

  15. Administrator & PMO Report Erich Gunther Stuart McCafferty SGIP Administration

  16. SGIP Administrator Highlights • SGIP Working Group Consensus and Voting Process • Voted on and passed by Governing Board • Document posted to TWiki (http://collaborate.nist.gov/twiki-sggrid/pub/SmartGrid/PMO/PMO_Voting_and_Consensus_Operating_Procedure_for_Working_Groups_APPROVED.docx) • Process to be used by PAPs, ad-hoc WGs, and committees • ANSI standards portal • Coming soon! Announcement planned for early November. • SGIP standards • For official SGIP business ONLY • PAP team reviewers • Smart Grid standards review teams • Users will be required to acknowledge ANSI user license agreement • Please visit the Interoperability Knowledge Base (IKB) on the TWiki • A “work in progress” • SGIP Catalog of Standards • Common vocabulary • Use cases for member and public use • Actor normalization • Much more

  17. Governing Board Election Voting in November • Election polls open 11/18 – 12/2 • Voting requirements and rules • Member must be in “good standing” • Has met initial 2 meeting attendance obligation • Has not missed 2 SGIP plenary meetings in a row OR 2 SGIP votes in a row • Member must have declared a stakeholder category • Undeclared members may not vote • For undeclared members, this will count as a missed vote • Only the member voting representative may vote in the election • Voting reps will receive email reminders of the vote prior to the election • Members will vote only in their declared stakeholder category • Members may not vote for Governing Board candidates outside of their stakeholder category • Meet the Candidates at Grid-Interop • Tuesday, November 30 6PM – 7:30PM Chicago

  18. PAP 1 – 9 Status Footer for this presentation

  19. PAP 10 – 17 Status Footer for this presentation

  20. September 2010 PAP Timeline Status Milestone: SSO Identified Milestone: Close PAP Milestone: PAP Initiation Milestone: Requirements Handoff Milestone: GB/SGIP Decision Milestone: Standards Handback Develop List of Deliverables and Tasks With Assignments Analysis That Standard Meets PAP Requirements Post to Catalog Form Initial Team PAP Charter Develop Requirements SSO Development Close PAP GB Decision September 2010 Activities - PMO Monthly Report

  21. Bylaws & Operating Procedures WG Matt Theall BOPWG Chair

  22. BOPWG Update – Matt Theall • New PAP Process Approved by GB and Sent to PAP Chairs • Requires PAP chairs do everything possible to reach consensus • In the event consensus can NOT be reached, voting is allowed to break an impasse • Voting must follow one of the following procedures • Chair can call for an immediate vote in a meeting • Chair can call for an electronic ballot • Chair can establish a voting group Please Support PAP Chairs As This New Process is Implemented

  23. Communications, Marketing, & Education WG Mladen Kezunovic CME WG Chair

  24. SGIP CMEWG Roadmap Action items • High priority action items • Coordinate press releases with SGIP PR Team (consists of NIST, GB, SGIP Officer, Administrator) • SGIP Portal that directs users to categories of information and related websites (sgipweb.org) • NARUC support with related CME artifacts • TCC report dissemination and promotion (when ready) • Deliverables and schedules • Website&Newsletter content update in coordination with SGIP PR Team (Q4,10) • Flyer#1: “What is the meaning of Interoperability” (Q1/11) • Flyer#2: “Public benefits of Interoperability”(Q2/11) • Flyer#3: “Testing process to assure interoperability” (Q3/11) • PP slides & videos for the “Speaker Bureau” (Q4/10) • OPMAN (procedures for Press releases and other activities)

  25. SGIP CMEWG: Support Roles • NIST • Develop/maintain NIST Smart Grid Portal (www.nist.gov/smartgrid) • Provide content/some production for website, flyers, newsletter, etc • Administrator (NIST Contractor) • Provide committee logistics support, including minutes • Gather information for content as needed • Provide content/production and dissemination of artifacts • Maintain sgipweb.org website (www.sgipweb.org) • CMEWG (volunteer members) • Develop/maintain communication/marketing/education plan • Review the artifacts • Advise and contribute on content • Coordinate with SGIP PR team • Oversee execution of the CME Roadmap

  26. Architecture Committee Ron Ambrosio SGAC Chair

  27. SGAC Quad Chart Deliverables Activities and Accomplishments Upcoming Key Milestones and Activities Issues, Concerns, and Help Needed • Ongoing focus on Architecture Process and Goals • Conceptual Architecture • Goal Decomposition Workshop complete • Requirements Workshop complete • Business Services Workshop complete • Semantic Summit at St. Louis SGIP meeting • Appointed SGAC liaisons to PAPs/DEWGs • Developing SGAC Workplans (ongoing) • Organizing SGAC participation at Grid-Interop 2010 • Engage with and aid in coordination of key industry reference architecture activities • Contact initiated with IEC SG 3, IETF, IEEE P2030, ITU-T • Conceptual Architecture • Automation Services Workshop prep underway • Semantic Modeling • Follow-on work with PAPs and SSOs from Summit • Working on next version of white paper • Architecture development requires focused work that will go beyond volunteer only activities • There is GB concern on overlap and coordination of information models between the PAPs. Need greater SGAC oversight between the various PAP information modeling activities. • Published Semantic Model White Paper • Published Architecture Process Document • Published Draft National Goals White Paper • Published National Goals Decomposition Spreadsheet • Published Architectural Requirements • Published Draft Business Services Definitions • Published Draft PAP Mapping to NIST Concept Model and GWAC Stack

  28. Cyber Security Working Group Marianne Swanson CSWG Chair

  29. Deliverables Activities and Accomplishments Upcoming Key Milestones and Activities Issues, Concerns, and Help Needed • Supporting Update to PAP 2 Requirements Matrix • Supporting PAP 10 Requirement Development • NEMA Meter Upgradability Standard Review • PAP1 Security Review • Completed “Introduction to the NISTIR 7628, Guidelines for Smart Grid Cyber Security” • Completed Outreach Session with California PUC • Created new CSWG Subgroup on AMI security and on Testing and Certification • Completed 5 Standards Assessments • Expanded Support to PAPs • PAP1 – Security review • PAP2 – Requirements update • PAP 10 – Integrating Cyber Security • Identified CWSG team members to provide support to remaining PAPs • PAP2 Requirements Update • NEMA Meter Upgradability Standard Review • Upcoming outreach Sessions: • IEEE 4-6 October at NIST • GridWeek 18-21 October in DC • University of Illinois – November 5, Champaign, IL • Georgia Tech – November 18-, Atlanta, GA • None CSWG Quad Chart October 2010

  30. Electromagnetic Interoperability Issues Galen Koepke NIST Lead

  31. Electromagnetic Interoperability Issues WG NIST Framework, Release 1 (section 7.3) identifies electromagnetic disturbances and interference as two of the “…major standards-related issues and barriers impacting standardization efforts and progress toward a fully operational Smart Grid.” Scope: This Working Group will investigate enhancing the immunity of Smart Grid devices and systems to the detrimental effects of natural and man-made electromagnetic interference, both radiated and conducted. The focus is to address these electromagnetic compatibility (EMC) issues and to develop recommendations for the application of standards and testing criteria to ensure EMC for the Smart Grid, with a particular focus on issues directly related to interoperability of Smart Grid devices and systems, including impacts, avoidance, generation and mitigation of and immunity to electromagnetic interference. These recommendations from the Electromagnetics Interoperability Issues Working Group can be considered by the SGIP for follow-on activity (PAP creation, SGTCC action, etc.). With its focus on interoperability, this effort is not a general review of electromagnetics and electric power related issues, such as power quality, which are being addressed in different groups outside the SGIP.

  32. Electromagnetic Interoperability Issues WG • Electromagnetic Interoperability Issues Working Group chartered • Charter reviewed and revised after discussion with Governing Board, TnD DEWG and H2G DEWG • Progress to Date: • Working Group page added to Twiki site and list server initiated • Announcement circulated to initial email list and SGIP forum • Good response to announcements • Initial teleconference/webcast November 1, 2010 • Regular telecon/web meetings planned, F2F at Grid-Interop NIST Framework, Release 1 (section 7.3) identifies electromagnetic disturbances and interference as two of the “…major standards-related issues and barriers impacting standardization efforts and progress toward a fully operational Smart Grid.”

  33. Catalog of Standards Mark Klerer SGIP Plenary Vice Chair

  34. Catalog of Standards (Status of Work in Progress) Plenary leadership team working in conjunction with SGAC and other SGIP working groups • Proposed Scope of the Standards Catalog • Standards and guides recognized as relevant for enabling SG capabilities • Proposed Objectives of the Standards Catalog • Explain value & purpose of the catalog for SG community • Influential, but independent of NIST/FERC decision-making • Characterize the various specification organizations with respect to their processes in developing their specifications • Provide an annotated resource that identifies standards created by recognized SSOs and/or industry consortia that are relevantto Smart Grid applications • Identify functional areas of smart grid where each standard is appropriate (draw on SGAC work)

  35. Catalog of Standards: Process & Structure • Process • NIST Framework and Roadmap for SG Interoperability v1.0 identifies many standards to consider • Additional standards can be identified to the SGIP Administrator by any SGIP memberfor potential inclusion in catalog • Relevance and importance evaluated by appropriate SGIP working group (e.g. DEWG, PAP, etc) and consensus developed • 75% approval by SGIP membership required prior to SGIPGB approval for inclusion in the catalog • Standards included in the catalog may be deprecated from further use to changes in technology or needs by following the same process. • Catalog Structure • Entries in catalog to be structured based on application domain defined in the Framework and further classified by GWAC stack • Relationship to NIST and FERC lists • Standards Catalog strives for accurate characterization and relevance to the smart grid community, and avoids recommendation • Standards Catalog expected to be a larger compilation which can inform NIST and FERC in their decision processes

  36. Testing & Certification Committee Rik Drummond SGTCC Chair

  37. Contents • Quad Chart • Purpose • Definitions • 4Q10 • 2012 and beyond • 2011 the transition year

  38. SGTCC Monthly Quad Chart Deliverables Activities and Accomplishments Upcoming Key Milestones and Activities Issues, Concerns, and Help Needed • D3 – Interoperability Process Reference Manual (IPRM) is being finalized for SGIP review. • Interoperability Maturity Assessment Tool completed • D3 – Interoperability Process Reference Manual (IPRM) completed 1st review and comment period during St. Louis meetings; comment resolution and final editing remains in progress • Began piloting IPRM with several Interoperability Testing and Certification Authorities (ITCA) who have expressed willingness to cooperate and participate in assessing their organizations against the IPRM recommendations. • Prepared draft ITCA audit process document and checklist in preparation for ITCA reviews • Launched discussion with accreditation bodies for future independent ITCA reviews • Presentation on SGTCC framework and plan to the SGIP on October 29 to build awareness and support for the process • Completing 2-3 ITCA reviews by late November • Updates to the IPRM based on experience gathered during the ITCA review process, and revision/release in early January • Engaging with the CSWG testing sub-team to coordinate security related testing issues • Obtaining timely cooperation from the ITCAs to participate in the review process with the TCC, and accelerating their commitment to adopt and enact the SGTCC recommendations in their operations • Engaging end users to gain their commitment towards requiring IPRM conformance for ITCAs certifying the products that they purchase October 2010 Activities - PMO Monthly Report

  39. Purpose • Establish a Testing and Certification Framework for the Smart Grid • Establish a brand called ‘Interoperability’ that has a consistent meaning across the Smart Grid for the buyers of interoperable products. • At this time a set of products deemed interoperable may be interoperable with a 80%, 95%, 99%, or 100% confidence level. Thus to say a product is interoperable has little current meaning in the market place as many purchasing organizations have found.

  40. Definitions • ITCA – Interoperability Testing and Certification Authority • Framework Manual - IPRM – Interoperability Program Reference Manual • ISO 65 - General Requirements for Bodies Operating Product Certification Systems • ISO 17025 – General Requirements for the Competence of Testing and Calibration Laboratories • SGTCC Interoperability Test Construction Best Practices – Lists of best practices not covered in ISO 65 and ISO 17025 • SGTCC/CSWG Cyber Security Testing Best/Standard Practices –List of best practices not covered in ISO 65 and ISO 17025 • Interoperability Maturity Assessment Model – looking for IOP products based on standards NOW.

  41. General Structure of the Framework Manual Framework Manual Introduction, Responsibilities, Rationale, Usage and Checklists Best/Standard Practices for Cyber Security Test Construction Best Practices for IOP Test Construction ISO Guide 65 ISO Guide 17025 2011 Transition Bootstrap Support Plan for ITCAs Evaluation Checklist for ITCA Delta to Manual

  42. ISO Guide 65 Overview • ISO Guide 65 contains the requirements necessary for an organization to demonstrate competence to perform certification activities related to the standards or specifications stated in the certification • ISO Guide 65 criteria include: • Technical competence • Certifying personnel criteria; accessibility of certification test processes; assessment fairness and integrity and others • Management systems • Quality management processes, technical dispute resolution processes • Lab qualification criteria, lists of certified products, record control, ongoing certification maintenance and withdrawal process • ISO Guide 65 conformance demonstrates a robust, thorough and meaningful certification program • Implements a monitoring program for IOP products in the field to ensure IOP remains

  43. ISO 17025 Overview • ISO 17025 contains all requirements that laboratories need to demonstrate that they • operate a management system, • are technically competent, • are able to generate technically valid results. • ISO 17025 is the most widely accepted and used standard for the operation of test laboratories • ISO 17025 applies to any testing laboratory operation (1st, 2nd or 3rd party), with many 3rd party labs formally accredited • It facilitates acceptance of test results from accredited laboratories and serves as the requirements that formal accreditation bodies apply in assessing laboratories.

  44. Best Practices for IOP test construction examples • Test Suite Specification of a standard used for interoperability or conformance testing shall be managed in the same way as the standard they are derived from. • IOP Certification test reports shall fully describe the test methodology used including the justification for statistical or deterministic testing. • A certified interoperable product set shall also be conformant to the standard or profile of the standard. • The only means to ensure interoperability among products is to perform a full matrix test.

  45. 2011 Transition Bootstrap year • SGTCC, with NIST will help bootstrap the process by offering tutorial help in 2011 to the first few committed ITCAs. • Preliminary review of implementation of ISO 65 and ISO 17025 implemented processes. • Review and analysis of interoperability test construction best practices. • Other general guidance. • Maintain a list for the industry showing ITCAs in the process of implementing the Manual.

  46. 2011 Transition Bootstrap year • SGTCC, with NIST will help bootstrap the process by offering tutorial help in 2011 to the first few committed ITCAs. • Preliminary review of implementation of ISO 65 and ISO 17025 implemented processes. • Review and analysis of interoperability test construction best practices. • Other general guidance. • Maintain a list for the industry showing ITCAs in the process of implementing the Manual.

  47. Cost “estimates” to implement the Manual for ITCA • Initial • 4 to 6 man months to implement the processes internally • Consulting help to do so: dependent on ITCA • Annual • Maintenance of internal Quality processes around ISO 65 and ISO 17025: ½ to 1 person per year • Audits/accreditation of ISO 65 processes: $10,000 +/- $2,500 • Audits/accreditations of ISO 17025 processes: $10,000 +/- $2,500 • ROI • Purchasing organization ROI for implementation of interoperable products is significant and will in almost all cases offset any additional purchase price by reducing: integration time, installation time and ongoing maintenance . Note these are estimates and can vary widely depending on the standard.

  48. 2012 and Beyond • ITCAs will be using Test Labs using ISO 17025, and ISO 65 standards and be accredited by the existing formal accreditation organizations. • SGTCC will maintain lists of SGIP Approved ITCAs (those implementing the Manual) for a standard and demonstrating the production of interoperable products. The products of the standard will be monitored for interoperability in the field by ITCA and secondarily by SGTCC • Accreditation Bodies (e.g., NVLAP and ANSI) will periodically audit test labs and certification bodies using the Manual as guidance and re-accredit them. SGTCC will subsequently update the ‘SGIP ITCA Approved List ’. Note many Test lab now use ISO 17025, but not the IOP best practices. Also many ITCAs do not use ISO 65.

  49. Next Steps and Your Response • Receive SGIP consensus for Manual / Framework • Each SGIP member MUST REQUIRE the purchase of interoperable products to initiate the monetary incentive for many of the ITCAs to upgrade to the Manual / Framework. • Note: this is an issue about wide scale interoperability across the smart grid. Having only a percentage requiring interop products will in many ways leave us in our current state. • SGTCC will offer two Webinars in late November and early December to address questions and concerns. To be announced.

  50. Questions Steve Widergren SGIP Plenary Chair

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