RE: [energyinterop] FW: TeMIX & OPNADR common terminology.

Keep in mind that the REC and the VEN are a logical architectural concept and could appear (or re-appear) at various levels of the hierarchy. A VEN can take on the role of offering demand response (DR) as well as offering actual power. Likewise the REC may offer either of these resources to the grid entity (or what we may call a Party). This duality must exist to appropriately accommodate technology such as battery/elect storage and electric vehicles which can (or must) play the role of DR and Power Provider in addition to power consumer.

Think of the VEN as being the one that controls the hardware and can actually throw the switch. The VEN can inform a REC what is available and the actions it can take. The business motivators reside upstream and make their point of entry via a Resource Energy Coordinator (REC) who lets the VEN know when it needs to call on the services offered. Both the REC and the VEN, in their position in the logical construct, could be a buyer or seller of both power and DR. It is easier to think of the transactions as taking place at the REC, although there are cases that may extend this to a VEN.

I state this in case there is any confusion or anyone thinking that we could equate either of these roles, REC/VEN, exclusively with buyer or seller, or with DR or Power. As was stated in the discussion below: “A Party can take on the role of a Buyer or Seller. ” These are separate concepts that co-exist.

Gale R. Horst

Electric Power Research Institute (EPRI)
942 Corridor Park Blvd.
Knoxville, TN 37932
Office: 865-218-8078
Cell: 865-368-2603

ghorst@epri.com

From: Ed Cazalet [mailto:ed@cazalet.com]
Sent: Wednesday, July 28, 2010 1:28 AM
To: energyinterop@lists.oasis-open.org
Subject: [energyinterop] FW: TeMIX & OPNADR common terminology.

Attached is an email exchange with Bill from last week with a start on common terminology. Bill has put a discussion of a common terminology on the agenda for the Energy Interop meeting on 7/28/10.

Edward G. Cazalet, Ph.D.

101 First Street, Suite 552

Los Altos, CA 94022

650-949-5274

cell: 408-621-2772

ed@cazalet.com

www.cazalet.com

From: William Cox [mailto:wtcox@CoxSoftwareArchitects.com]
Sent: Thursday, July 22, 2010 8:03 AM
To: Ed Cazalet
Cc: 'Toby Considine'
Subject: Re: TeMIX & OPNADR common terminology.

Ed --

This is a good start; some notes interleaved.

I think there are two aspects of this:

(1) Vocabulary - describing (e.g.) emergency signals as pre-executed contracts with the performance when called, or the demand bidding process using the TEMIX terminology

(2) Things that need to be done to achieve the interaction.

William Cox
Email: wtcox@CoxSoftwareArchitects.com
Web: http://www.CoxSoftwareArchitects.com
+1 862 485 3696 mobile
+1 908 277 3460 fax

On 7/22/10 1:25 AM, Ed Cazalet wrote:

Just thinking out loud for tomorrow.

In TeMIX the actors are all Parties. A Party is essentially any of the NAESB actors.

A Party can take on the role of a Buyer or Seller. Offers can lead to Transactions.

Transactions are either power transactions (energy obligation contracts at fixed delivery rates) or option transactions.

In an option transaction, one of the Parties is the Option Exercise Party and the other is the counterparty to the Exercise Party

Financial Markers use the terms Option Holder and Option Writer for the two parties

In OPNADR there was a suggestion yesterday in the call, that Party rather than Entity be the generic actor which aligns with TeMIX

In OPNADR there are no buyers and sellers, except perhaps demand bidding customers in some kind of a program. Using Horst's terminology, Parties take on the roles of REC or VEN.

Demand bidding. Pre-executed "emergency signals"

In Horst's paper the REC (resource energy controller) plays the role of the Option Holder with the right to exercise the option. Parties enter into a program by registering ( accepting the terms offered by the Utility, ISO or Aggregator Party.

This is the terminology that I meant.

The Virtual End Node (VEN) (I would use the term Demand Resource ) because it is symmetric to the role of a resource controller.

OPNADR Events seem to describe the actual exercise of an option. However this term seem somewhat limiting as some OPNADR or TeMIX options could be exercised for any reason such as a financial reason and not a curtailment event for reliability.

With respect to the OPNADR interaction diagrams Bill has developed for EI, they typically show an chain of events from ISO (REC) to Aggregator(VEN) and then Aggregator (REC) to Demand Resource (VEN) for example, this is only one interaction pattern. It could be that an Aggregator exercises an option and then sells the power reduced to another customer or to the ISO without any event being called.

Likewise the sequence of transactions in TeMIX can take many different sequences. A retail energy provider (REP) may make an offer to a retail customer and once accepted the REP may offer to buy from a power marketer or generator. if the retail customer uses less than contracted, the Retailer may sell the power in the ISO real-time market.

Alternatively a power marker could offer forward priced transactions to the REP, the REP then makes forward offer (with a markup on the power marketer price) to the retail customer. If the customer accepts the REP then accepts the offer from the Power Marketer.