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Subject: Call for Participation: OASIS Energy Market Information Exchange TC
To: OASIS members & interested parties
A new OASIS technical committee is being formed. The OASIS
Energy Market Information Exchange (eMIX) Technical Committee has
been proposed by the members of OASIS listed below. The TC name,
statement of purpose, scope, list of deliverables, audience, and
language specified in the proposal will constitute the TC's official
charter. Submissions of technology for consideration by the TC, and
the beginning of technical discussions, may occur no sooner than the
TC's first meeting.
The eligibility requirements for becoming a participant in the TC
at the first meeting are:
(a) you must be an employee of an OASIS member organization or an
individual member of OASIS, and
(b) you must join the Technical Committee, which members may do by
using the "Join this TC" button on the TC's public page at [a].
To be considered a voting member at the first meeting, you must:
(a) join the Technical Committee at least 7 days prior to the
first meeting (date); and
(b) you must attend the first meeting of the TC, at the time and
date fixed below (date).
Of course, participants also may join the TC at a later time. OASIS
and the TC welcomes all interested parties.
Non-OASIS members who wish to participate may contact us about
joining OASIS [b]. In addition, the public may access the information
resources maintained for each TC: a mail list archive, document
repository and public comments facility, which will be linked from the
TC's public home page at [a].
Please feel free to forward this announcement to any other
appropriate lists. OASIS is an open standards organization; we
encourage your participation.
Regards,
Mary
Mary P McRae
Director, Technical Committee Administration
OASIS: Advancing open standards for the information society
email: mary.mcrae@oasis-open.org
web: www.oasis-open.org
twitter: fiberartisan #oasisopen
phone: 1.603.232.9090
[a] http://www.oasis-open.org/committees/tc_home.php?wg_abbrev=emix
[b] See http://www.oasis-open.org/join/
---------------------------------------------------
CALL FOR PARTICIPATION
OASIS Energy Market Information Exchange TC
The name of the TC:
OASIS Energy Market Information Exchange (eMIX) TC
A statement of purpose, including a definition of the problem to be
solved:
The purpose of the Technical Committee is to define information models
for exchanging prices and product definitions in energy markets. As we
all know, price is more than just a number. The characteristics of
energy, such as quantity and units, generation source, carbon trading
or tracing, power quality and reliability, and the schedule on which
energy is available are information that is needed to make decisions
in a market.
The committee will define neither market operations nor market
structures; rather it will define how to exchange energy
characteristics, availability, and schedules to support free and
effective exchange of information in any energy market. In financial
markets, this type of description is called a product definition.
Although today's energy markets are almost exclusively wholesale, the
product definitions will be usable in other scenarios including retail
markets and "prices to devices" scenarios.
Distributed energy generation challenges the traditional hierarchical
relationship of supplier and consumer. Alternative and renewable
energy sources may be placed closer to the end nodes of the grid. Wind
and solar generation, as well as industrial co-generation, allow end
nodes to sometimes be energy suppliers. Energy storage, including that
in plug-in electric vehicles, means that the same device may be
sometimes a supplier, sometime a consumer. As these sources are all
intermittent, they increase the challenge of coordinating supply and
demand to maintain the reliability of the electric grid.
Dynamic pricing describes the situation where prices vary over time,
in some cases as short as five-minute intervals. Dynamic pricing
allows buildings, industrial facilities, homes, microgrids, and
electric transportation to adapt to market conditions, rather than the
much slower pace of regulatory change of authorized costs. Dynamic
pricing is a reality in many markets for commercial and industrial
customers, and is expanding for residential customers. Technical
solutions such as Open Automated Demand Response, deployed in
California markets and now the basis for work by the OASIS Energy
Interoperation Technical Committee, communicates both price signals
and reliability signals; Energy Interoperation will carry signals
related to Distributed Energy Resources as well.
This work extends the definition of a simple price to include other
characteristics and information to enable more effective markets and
communication of market information.
Of course, energy prices are in use today in various domains, business
processes, and markets. The goal of the Technical Committee is to
provide an effective means of exchanging price and other
characteristics that can be used for transactions both across and
within domains.
Better communication of actionable energy prices will help enable and
expand efficient markets (including forward and futures markets) that
satisfy growing demand for lower-carbon, lower-energy buildings, net
zero-energy systems, and supply-demand integration that take advantage
of dynamic pricing. Local generation and local storage require that
the consumer (in today's situation) make investments in technology and
infrastructure including electric charging and thermal storage
systems. Businesses, homes, electric vehicles and the power grid will
benefit from automated and timely communication of energy price,
characteristics, quantities, and related information.
A consistent model for market information exchange can be applied,
with elaboration or use of defined subsets, to allow essentially the
same information communication for homes, individual appliances,
electric vehicles, small businesses, commercial buildings, office
parks, neighborhood grids, and industrial facilities, simplifying
communication flow and improving the quality of actions taken across
the broad range of energy providers, distributors, and consumers. A
consistent information model will reduce costs for implementation.
This work is intended to define a means for effective information
exchange that permits immediate decisions - market participants must
independently understand the complexities of the markets in which they
operate. But the quotation of price, quantity, and characteristics in
a consistent way across markets has significant value, even though the
participants must understand and anticipate market and contract terms
and conditions.
In the evolving transactive power grid (the "Smart Grid") these
communications will involve energy consumers, producers, transmission
and distribution systems, and must enable aggregation for both
consumption and curtailment resources. Market makers, such as
Independent System Operators (ISOs), Regional Transmission Operators
(RTOs), utilities, and other evolving mechanisms need to deliver
actionable information in consistent formats as the Smart Grid
evolves. With information in consistent formats, building and facility
agents can make decisions on energy sale, purchase, and use that fit
the goals and requirements of their home, business, or industrial
facility.
The Technical Committee will focus on means of exchanging market
information consistent with the OASIS Blue approach (see http://www.oasis-open.org/resources/white-papers/blue/)
, including consistency, transparency, and security.
The information exchanged is critical to allow buyers and sellers to
communicate, understand, and act on prices, quantities, and other
characteristics of energy that is bought and sold.
The scope of the work of the TC:
This TC will leverage existing work wherever feasible, and will
produce specifications for interoperation consistent with
architectural principles including symmetry, composability, service
orientation, and aggregation.
The TC will develop a data model and XML vocabulary to exchange prices
and product definitions for transactive energy markets. Web services
definitions, service definitions consistent with the OASIS SOA
Reference Model, and XML vocabularies supporting the information model
will be developed as needed for interoperable and standard exchange of:
* Price information
* Bid information
* Time for use or availability
* Units and quantity to be traded
* Characteristics of what is to be traded
* Deal/Bid/Acceptance confirmations
Other mechanisms being defined for Energy Interoperation may take
advantage of the definition of price and characteristics as defined by
this Technical Committee.
This work will facilitate interaction with energy markets, including
but not limited to allowing participants to:
* Take advantage of lower energy costs by deferring or accelerating
usage
* Enable trading of curtailment and generation at retail, wholesale,
and aggregator markets
* Enable forward and futures markets and specific contracted time of
use and provision
* Enable retail, wholesale, and aggregator market decisions based on
characteristics of energy traded, including but not limited to source
(e.g. renewable) and carbon characteristics
* Enable auditing of transactions and characteristics of what is traded
* Support symmetry of interaction between providers and consumers of
energy
* Provide for aggregation of provision, curtailment, and use at the
retail and wholesale level
The definition of a price and of other market information exchanged
depends on the market context in which it exists. It is not in scope
for this TC to define specifications for markets or how prices are
determined, or the mechanisms for interoperation. The TC will
coordinate with others to ensure that commonly used market and
communication models are supported.
The TC will define the specific type and amount of information
exchanged as well as define extensibility and subsetting. The TC does
not intend to attempt to define all characteristics of complex
markets, but to define sufficient information exchange for effective
decisions by market participants, suppliers, and consumers, and to
communicate price quotations.
The data models and XML vocabularies defined by this TC will address
issues in energy markets and the Smart Grid, but may be defined so as
to support requirements for other markets.
This work is intended to be usable by the OASIS Energy Interoperation
TC and other Smart Grid standardization efforts.
Models and requirements for cybersecurity and privacy will be
addressed in the TC's work.
A list of deliverables, with projected completion dates:
Projected times are from inception, the date of the initial TC meeting.
Insofar as possible the TC will coordinate its schedules with the
OASIS Energy Interoperation TC, UCAIug and other initiatives including
those supported by NIST and regulatory agencies.
Based on coordination with Schedule and Interval, Energy
Interoperation, other standards efforts, and the NIST Smart Grid
Priority Action Plan for interoperable price, the projected timetable
is:
[1] Develop plan and identify funding for interoperability and
conformance testing (1 month)
[2] Define eMIX price and product (4 months)
[3] Integrate eMIX with Common Schedule and Interval specification
developed with others (5 months)
[4] Define profiles for use of eMIX in OASIS Energy Interoperation (6
months)
[5] Define profiles for use of eMIX in FIXML (12 months)
[6] Continued maintenance and development of profiles for other areas
as guided by identified needs including those in the United States
Smart Grid Roadmap.
After deliverable [5] is complete, the TC will enter "maintenance
mode" described schematically in [6]. The maintenance is intended to
provide minor revisions to address inconsistencies and any necessary
modifications in a way that does not affect core structure and
functionality of the final deliverable, as well as to develop profiles
for other areas as identified in the future. Such updates will take
place at least annually. During the maintenance mode, the TC will
continue to address the interoperation and use of eMIX in its multiple
contexts.
Specification of the IPR Mode under which the TC will operate:
The TC shall operate under RF on Limited Terms.
The anticipated audience or users of the work:
Anticipated users of this work include:
* Implementers of facility agents, embedded controllers, decision
management systems, and gateways
* Market makers such as Independent System Operators and Regional
Transmission Operators
* Participants in energy markets at all levels (e.g. retail,
wholesale, curtailment, and forward and futures markets for energy
trading)
* Aggregators of energy provision, curtailment, and use
* Generators
* Energy storage facilities
* Smart devices and premises automation systems
* Consumers of energy, for acquiring energy in a cost-effective manner
consistent with their business and/or personal activities
The language in which the TC shall conduct business:
The TC will use English as the language for conducting its operations.
Non-normative information regarding the startup of the TC:
(2)(a) Identification of similar or applicable work that is being done
in other OASIS TCs or by other organizations, why there is a need for
another effort in this area and how this proposed TC will be
different, and what level of liaison will be pursued with these other
organizations.
The intention of this work is to define integration data models and
vocabularies that allow software to exchange energy market
information, and may permit extensibility to similar markets in the
future. A key goal is to ensure that vendors of appliances, control
systems, and devices can support and take advantage of and act on
price information. Since there is a range of device complexities and
implementations, where feasible the data model and schema will be
developed so that useful subsets can be used by devices.
The TC will work as part of the United States National Institute of
Standards and Technology [NIST] Priority Action Plans for Smart Grid
Interoperability. At the time of this writing, the relevant Priority
Action Plan is at http://collaborate.nist.gov/twiki-sggrid/bin/view/_SmartGridInterimRoadmap/PAP03PriceProduct
. Work under that Priority Action Plan is underway, with committed
deliveries of vocabulary, use cases and UML continuing through 2009
and early 2010.
Under the Priority Action Plan, the North American Energy Standards
Board (NAESB http://naesb.org/) will survey existing price
communications including those used in OpenHAN, IEC TC 57 Common
Information Model (CIM), and ZigBee SEP. NAESB will work with their
own members and with members of the Edison Electric Institute (EEI),
the Association of Home Appliance Manufacturers (AHAM), the National
Association of Regulatory Utility Commissioners (NARUC), the ISO/RTO
Council and the Financial Information Service Division. NAESB will
contribute this survey to the EMIX TC.
There are many means for market information exchange of bids and
prices, including XML vocabularies. The characteristics of energy,
such as source (e.g. geothermal, hydroelectric, natural gas
generation, hard coal, soft coal generators with stack scrubbers,
carbon characteristics) are of high present and future interest.
Today's energy markets command a premium for renewable energy, but
there are no broadly interoperable means of consistently tagging
energy with its source or characteristics. Specific markets, such as
ISO New England's GIS - do handle tagging and administration of
credit. The interoperable extension of such information models is a
goal of this work.
We believe that close coordination and balancing among the full range
of stakeholders is essential to ensure that a single, technology
independent requirements specification and abstract information model
can be developed that can be implemented by the OASIS TC and any other
entities that may develop non-XML profiles, thus assuring
interoperation at the semantic level in the future.
For one example, wholesale energy markets have specific requirements
for submission and acceptance of energy offers including standardized
business processes. The work of this Technical Committee is not
intended to supplant those requirements but rather to work with them
as a means of exchanging information among multiple entities. In
particular, the utilities, Independent System Operators (ISOs),
Regional Transmission Operators (RTOs), energy market makers, and
wholesale energy market participants have defined models, business
processes, and XML vocabularies that could support and contribute to
this TC's work. We welcome them as stakeholders and contributors.
We anticipate input from technology, policy and business stakeholders
and organizations, including but not limited to NIST Domain Expert
Working Groups (NIST DEWG) and Task Groups (http://www.nist.gov/smartgrid/
), The Federal Energy Regulatory Commission (FERC http://
www.ferc.gov), the United States Department of Energy (DOE http://www.energy.gov/)
, the National Association of Regulatory Utility Commissioners (NARUChttp://naruc.org/)
, the Electric Power Research Institute (EPRI http://www.epri.com),
and UCAIug (http://www.ucaiug.org).
This TC will use an integration model to create interoperable price
communication. The TC will not attempt to harmonize all pre-existing
models. Instead, the TC will create a more abstract model,
incorporating key characteristics as expressed in existing and
possible future models, to ensure that key actionable information is
communicated. The work of the TC will interoperate and work with the
cited work, as well as provide actionable information to and from
facilities.
The development of open, transactive energy is a goal of the GridWise
Architecture Council (http://www.gridwiseac.org/). We expect to engage
the members throughout the lifecycle of the TC, as well as with
emerging Smart Grid Architecture efforts from NIST including the Smart
Grid Interoperability Framework.
The definition of a market is a required context for understanding
prices, characteristics, and bids. Market definition is outside the
scope of this TC; we expect to interact with work developing out of
the 2009 GridEcon conference (http://www.gridecon.com/2009/), NIST,
and the evolving Smart Grid Interoperability Standards Framework (http://nist.gov/smartgrid/
).
The Financial Information Exchange protocol (FIX, www.FixProtocol.org)
is an open specification intended to streamline electronic
communications in the financial securities industry. FIX supports
multiple formats and types of communications between financial
entities including trade allocation, order submissions, order changes,
execution reporting and advertisements. FIX is employed by numerous
financial vendors and has emerged as the favored specification among
trading partners. FIX is used in many markets, so defining the FIX
product definition profile in EMIX would not pre-judge energy market
design. Fix has sequencing, but not schedules, so both could take
advantage of the proposed WS-Calendar work.
European markets have an additional area of economic interface,
between Transmission and Distribution (in American terminology), which
are typically under separate ownership. As time allows, or in a future
update, the TC may address those needs.
Demand Response and other energy interactions may be used to deliver
Price information; the TC will coordinate with the OASIS Energy
Interoperation TC (http://www.oasis-open.org/committees/tc_home.php?wg_abbrev=energyinterop
) in this area with the expectation that that Technical Committee will
use the output of EMIX. This work has different stakeholders and
expertise needed than that for Energy Interoperation, but there is
also substantial overlap in supporters and likely participants,
assuring close coordination.
Work on defining business attributes of a service, being developed by
the OASIS Service Oriented Architecture End-to-End Resource Planning
TC (SOA-EERP TC), may apply to define attributes of energy.
The (proposed, in formation) OASIS WS-Calendar Technical Committee or
other work (identified in this draft as "Common Schedule and
Interval") will provide an interoperable XML vocabulary and semantics
for time that is applicable to energy pricing and price communication,
automated building management, and business process. We expect to
coordinate and use that work.
Composability with the WS-Transaction family of OASIS Standards may be
beneficial for consistent distributed outcomes, particularly across
enterprises with diverse ownership.
Service definitions and the approach of the TC should be consistent
with the OASIS Service Oriented Architecture Reference Model (http://www.oasis-open.org/specs/#soa-rmv1.0
) and best practices in that area.
(2)(b) The date, time, and location of the first meeting, whether it
will be held in person or by phone, and who will sponsor this first
meeting:
The first meeting will be by teleconference on Thursday, 15 October
2009 at 11am ET.
(2)(c) The projected on-going meeting schedule for the year following
the formation of the TC, or until the projected date of the final
deliverable, whichever comes first, and who will be expected to
sponsor these meetings:
The TC will conduct its business via weekly teleconference calls. The
time of the call will be determined during the first meeting of the
TC. The TC will conduct face-to-face meetings as needed and determined
by the TC. The TC participants will sponsor teleconference facilities
and face-to-face meetings.
(2)(d) The names, electronic mail addresses, and membership
affiliations of at least Minimum Membership who support this proposal
and are committed to the Charter and projected meeting schedule:
Ron Ambrosio, rfa@us.ibm.com, IBM
Jean-Yves Bitterlich, Jean-Yves.Bitterlich@Sun.COM, Sun Microsystems
Anto Budiardjo, anto@clasma.com, Individual
Edward Cazalet, ed@cazalet.com, Individual
Chris Cheng, chris@primeton.com, Primeton
Toby Considine, Toby.Considine@unc.edu, University of North Carolina
William Cox, wtcox@CoxSoftwareArchitects.com, Associate
Sharon Dinges, sdinges@trane.com, Trane
Robert Dolin, bobd@echelon.com, Echelon Corporation
Rik Drummond, rikd@drummondgroup.com, Drummond Group
Craig Gemmill, craig.gemmill@tridium.com, Tridium, Inc.
Girish Ghatikar, GGhatikar@lbl.gov, Lawrence Berkeley National
Laboratory
Stephen Hagan, stephen.hagan@gmail.com, General Services Administration
David Holmberg, david.holmberg@nist.gov, National Institute of
Standards and Technology
Gale Horst, ghorst@epri.com, Electric Power Research Institute
Jeffrey Kegley, jkegley@tridium.com, Tridium, Inc.
Ed Koch, ed@akuacom.com, Akuacom
Michel Kohanim, michel@universal-devices.com, Universal Devices
Larry Lackey, llackey@tibco.com, TIBCO Software Inc
Michael Lavelle, mike@lavelleenergy.com, Individual
Wayne Longcore, wrlongcore@cmsenergy.com, Consumers Energy
Ralph Martinez, ralph.martinez@baesystems.com, BAE Systems Inc
Lance McKee, lmckee@opengeospatial.org, Open Geospatial Consortium
Terry Mohn, terry.mohn@baesystems.com, BAE Systems Inc
David Nemirow, david.nemirow@baesystems.com, BAE Systems Inc
Scott Neumann, SNeumann@uisol.com, Associate
Robert Old, bob.old@siemens.com, Siemens AG
John Petze, jpetze@gmail.com, Individual
Mary Ann Piette, mapiette@lbl.gov, Lawrence Berkeley National Laboratory
Farrokh A. Rahimi, Farrokh.Rahimi@oati.net, Open Access Technology
International
Carl Reed, creed@opengeospatial.org, Open Geospatial Consortium Inc
Jeremy Roberts, jeremy@lonmark.org, LonMark International
Song Jingjing, songjj@bsw.gov.cn, Changfeng Alliance
Anno Scholten, anno@seefarconsulting.com, Individual
Terry Sick, tsick@enernoc.com, EnerNOC
Pornsak Songkakul, pornsak.songkakul@siemens.com, Siemens AG
Jane Snowdon, snowdon@us.ibm.com, IBM
Jake Thompson, jthompson@enernoc.com, EnerNOC
Matt Wakefield, mwakefield@epri.com, Electric Power Research Institute
David Wilson, DavidCWilson@trane.com, Trane
Leighton Wolffe, ljwolffe@verizon.net, Individual
(2)(e) The name of the Convener who must be an Eligible Person.
Edward Cazalet, Individual
(2)(f) The name of the Member Section with which the TC intends to
affiliate
The Energy Market Information Exchange TC intends to affiliate with
the OASIS Blue Member Section.
(2)(g) Optionally, a list of contributions of existing technical work
that the proposers anticipate will be made to this TC.
None
(2)(h) Optionally, a draft Frequently Asked Questions (FAQ) document
regarding the planned scope of the TC, for posting on the TC's website.
None
(2)(i) Optionally, a proposed working title and acronym for the
specification(s) to be developed by the TC.
eMIX
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