NAESB Report on Standards Development

20110503-5013 FERC PDF (Unofficial) 5/2/2011 6:13:15 PM

NORTH AMERICAN ENERGY STANDARDS BOARD

801 Travis, Suite 1675  Houston, Texas 77002  Phone: (713) 356-0060  Fax: (713) 356-0067
email: [email protected]  Web Site Address: www.naesb.org

April 30, 2011
Filed Electronically
Ms. Kimberly Bose
Secretary
Federal Energy Regulatory Commission
888 First Street N.E., Room 1A
Washington, D.C. 20585

RE:

Submittal for “Measurement and Verification of Demand Response Products” (Docket No. RM05-5-000)

Dear Ms. Bose:
The North American Energy Standards Board ("NAESB") submits this report to the Federal Energy Regulatory
Commission ("FERC" or "Commission") regarding the second phase of measurement and verification of demand
response products and services and the measurement and verification of energy efficiency products and services
administered in wholesale electricity markets. This NAESB report is voluntarily submitted by NAESB in response
to Docket No. RM05-5-000. The phase 2 NAESB standards related to the measurement and verification of demand
response products and services were ratified by NAESB membership on March 21, 2011 and became available as
final actions. The NAESB standards related to the measurement and verification of energy efficiency products and
services are to complete the ratification process on May 13, 2011, after which we will provide a supplemental filing.
We very much appreciate the time, knowledge and industry leadership provided by all participants, both members
and non-members and look forward to the further development of demand side management and energy efficiency
business practice standards, if directed to do so by the Commission.
The report is being filed electronically in Adobe Acrobat Print Document Format (.pdf). All of the documents are
also available on the NAESB web site (www.naesb.org). Please feel free to call me at (713) 356-0060 or refer to the
NAESB website (www.naesb.org) should you have any questions or need additional information regarding the
NAESB DSM-EE standards or any other NAESB work products.

Respectfully submitted,

Rae McQuade
Ms. Rae McQuade
President & COO, North American Energy Standards Board

20110503-5013 FERC PDF (Unofficial) 5/2/2011 6:13:15 PM

NORTH AMERICAN ENERGY STANDARDS BOARD

801 Travis, Suite 1675  Houston, Texas 77002  Phone: (713) 356-0060  Fax: (713) 356-0067
email: [email protected]  Web Site Address: www.naesb.org

April 30, 2011
Page 2

cc with enclosures:

Chairman Jon Wellinghoff, Federal Energy Regulatory Commission
Commissioner Philip D. Moeller, Federal Energy Regulatory Commission
Commissioner John R. Norris, Federal Energy Regulatory Commission
Commissioner Marc Spitzer, Federal Energy Regulatory Commission
Commissioner Cheryl LaFleur, Federal Energy Regulatory Commission
Mr. Michael Bardee, General Counsel of the Commission, Federal Energy Regulatory
Commission
Mr. Joseph McClelland, Director, Office of Electric Reliability, Federal Energy
Regulatory Commission
Ms. Jamie L. Simler, Director, Office of Energy Policy and Innovation, Federal Energy
Regulatory Commission
Mr. Michael Goldenberg, Senior Attorney, Office of General Counsel, Federal Energy
Regulatory Commission
Mr. Mason Emnett, Director, Office of Energy Policy and Innovation, Federal Energy
Regulatory Commission
Mr. William E. Murrell, Deputy Director, Division of Economic and Technical Analysis,
Office of Energy Policy and Innovation, Federal Energy Regulatory Commission
Mr. David Kathan, Economist, OEMR-Policy, Federal Energy Regulatory Commission
Ms. Valerie Crockett, Chairman and CEO, North American Energy Standards Board
Mr. William P. Boswell, General Counsel, North American Energy Standards Board
Mr. Michael D. Desselle, Vice Chairman – WEQ, North American Energy Standards
Board
Ms. Kathy York, Chairman WEQ Executive Committee, North American Energy
Standards Board

Enclosures (all documents noted in the appendices are available publicly on the NAESB web site – www.naesb.org):
Appendix A
DSM-EE Distribution List
Appendix B
WEQ/Retail DSM-EE Subcommittee Meeting Minutes Links
Appendix C
Executive Committee Meeting Minutes, Comments, Voting Records Links and Availability of
Transcripts
Appendix D
Ratification Ballots and Results Links
Appendix E
2009 Wholesale Electric Quadrant Annual Plan
Appendix F
2010 Wholesale Electric Quadrant Annual Plan
Appendix G
NAESB Process for Standards Development

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NORTH AMERICAN ENERGY STANDARDS BOARD
1100 Louisiana, Suite 3625  Houston, Texas 77002  Phone: (713) 356-0060  Fax: (713) 356-0067
email: [email protected]  Web Site Address: www.naesb.org

UNITED STATES OF AMERICA
FEDERAL ENERGY REGULATORY COMMISSION

Standards for Business Practice and
Communication Protocols for Public Utilities

)
)
)

Docket No. RM05-5-000

REPORT OF THE NORTH AMERICAN ENERGY STANDARDS BOARD

The North American Energy Standards Board ("NAESB") is voluntarily submitting this report in accordance with
the Commission's orders in the above referenced docket. This report is intended solely as a status report from
NAESB regarding the Demand Side Management and Energy Efficiency (“DSM-EE”) subcommittee process, issues
and standards. NAESB does not advocate that the Commission take a particular position on any of the issues
presented.

Phase 2 Wholesale Electric Demand Response
Following the adoption of the phase 1 Wholesale Electric Quadrant (“WEQ”) Demand Response (“DR”) standards
by the WEQ Executive Committee (“EC”) on February 10, 2009, the WEQ DR work group began meeting to
develop more technical standards that would apply in the Independent System Operators and Regional Transmission
Organizations (“ISO-RTO”) regions. The work group met from April 16, 2009 to January 26, 2011 to draft the
second phase of standards for the measurement and verification of demand response programs in the wholesale
market. There were eight subcommittee meetings and various work group meetings focused solely on DSM-EE
issues, including the second phase development effort. All meetings were publicly noticed and open to all interested
parties, and were available by phone and web cast for those unable to travel. The meetings were held in various
locations, diverse geographically. Any interested party was encouraged to submit comments if their schedules
would not permit them to participate either in person or over the phone/web cast. Appendix A includes the DSMEE distribution list sorted by organization and participant name. The minutes of these meetings are provided as
links in Appendices B (for the wholesale and retail DSM-EE subcommittee) and C (for the WEQ EC), which
include the voting record of the WEQ EC, and include all comments filed as part of the formal comment period for
the proposed DSM standards. The ratification ballots and member ratification voting record results are also included
as links in Appendix D. The 2009 and 2010 WEQ Annual Plans are contained in Appendices E and F, respectively.
An abbreviated review of the NAESB process by which the standards were drafted, considered and adopted is
provided in Appendix G. More detailed process descriptions can be accessed from the NAESB web site.
During the development of the phase 2 standards, the WEQ DR work group discussed the level of detail that would
be included in the recommendation. Most participants agreed that the standards developed should not duplicate
efforts undertaken in the stakeholder process of the ISO/RTOs, which vetted the adopted programs extensively. The
ISO-RTO Council matrix was developed during the creation of the first phase of standards development and updated
during the development process of the phase 2 standards. This matrix contains every ISO/RTO demand response
program and all measurement and verification data points of those programs. The language in the matrix is
referenced in the phase 2 standards. The majority of the WEQ DR work group agreed that impacting the
stakeholder process would require guidance from the FERC. With the determination not to consider standards

20110503-5013 FERC PDF (Unofficial) 5/2/2011 6:13:15 PM

development that would duplicate efforts undertaken in the ISO-RTO stakeholder process, a benchmark was created
that guided the extent to which more detailed technical standards could be developed.
On December 1, 2010, the DSM-EE subcommittee voted out the recommendation with support from all segments of
the wholesale electric quadrant1. The recommendation was sent out for a thirty-day industry comment period on
December 8, 2010 and nine comments were received.2 The comments were considered by the WEQ EC on
February 1, 20113 and the DSM-EE subcommittee chairs provided a review that gave additional context to the
standards. The WEQ EC vote on February 1, 2011 during the WEQ EC meeting was inconclusive, so a notational
ballot was sent out to those EC members that did not vote during the meeting. With the completion of the notational
balloting period on February 18, 2011 the EC approved the recommendation, with the needed super-majority
threshold of 67% and a minimum of 40% affirmative votes from each segment. No negative votes were received.
The recommendation was then ratified by the WEQ members on March 21, 20114 after a thirty-day ratification
period. It garnered 100% approval, clearly exceeding the super-majority threshold of 67%.
The WEQ phase 2 demand response standards5 address the measurement and verification characteristics of demand
response products and services administered for application in the wholesale electricity market. The standards
address four product/service categories (energy service, capacity service, reserve service and regulation service), and
establish criteria for the use of equipment, technology and procedures to quantify the demand reduction value
delivered. The second phase of the standards include additional granularity in the definitions and business practice
standards, most notably in the following areas: Meter Data Reporting Deadline, Advanced Notification, Telemetry
Interval, Meter Accuracy for After-The- Fact Metering, Meter Data Reporting Interval and Adjustment Window.
The standards replaced the references to the “System Operator” with the term “Governing Documents,” which is
defined in the glossary. The standards are now considered a final action6 and are accessible as a final action from
the NAESB web site.
In October of 2009, the Retail Electric EC held a conference call to review the formal comments received and vote
on the Retail DR model business practices. Several of the formal comments were substantive in nature. Rather than
delay approval of the model business practices, the EC approved them and sent the formal comments to the Retail
DR work group for consideration on its phase 2 efforts. The second phase effort included a great deal of
coordination with the WEQ DR work group to ensure consistency between the two recommendations. Following
the approval of the phase 1 Retail DR model business practices, the Retail DR work group met in early 2010 to
review the formal comments that were submitted to them by the Retail Electric EC. The DSM-EE subcommittee
voted to approve the phase 2 Retail DR model business practices on December 1, 2010. The Retail Electric EC
approved them on February 2, 2011 and they were ratified on March 21, 20117. They are included for informational
purposes.

Wholesale Electric Energy Efficiency
The NAESB DSM-EE subcommittee also completed the Wholesale Energy Efficiency (“EE”) recommendation.
The DSM-EE meetings and WEQ EC meetings where these standards were drafted, discussed and adopted took
place from July 2009 to December 2010. The work began with a scoping task force for both the wholesale and retail
energy efficiency efforts. The task force met twice and sent out a request for informal comments for industry
feedback on the scope of the energy efficiency work product. There were thirteen work group and subcommittee
meetings that focused solely on DSM/EE issues. Following the development of its recommendation, the wholesale
energy efficiency work group sent out a request for informal comments and four sets of comments were received.
The comments were discussed over two meetings, to allow all commenters time to discuss their comments and allow
the work group to provide feedback on those comments. Included in the informal comments was a comment from
1
NAESB DSM-EE Subcommittee Meeting Minutes, available at http://www.naesb.org/pdf4/dsmee120110dm.doc, December 1, 2010, (Motion
to adopt the recommendation made by Paul Wattles of ERCOT and seconded by Josh Phillips of Southwest Power Pool, both of whom voted in
support of the recommended standards).
2
WEQ Request for Comments, available at http://www.naesb.org/weq_request.asp. The comments are located in the row titled, WEQ 2010
Annual Plan Items 4a and 4b.
3

NAESB WEQ Executive Committee Meeting Minutes, available at http://www.naesb.org/pdf4/weq_ec020111dm.doc, February 1, 2011.

4

WEQ Member Ratification of the wholesale M&V standards, available at http://www.naesb.org/ratification.asp. The ratification tally is
located on the row dated February 18, 2011.
5

NAESB 2010 WEQ Annual Plan 4(a) and (b) Final Action: Review and develop business practice standards to support DR and DSM-EE
programs, Ratified March 21, 2011, available at http://www.naesb.org/member_login_check.asp?doc=fa_2010_weq_api_4a_4b.doc.

6

Id.

7

NAESB 2010 Retail Annual Plan 3(c) Final Action: Review and develop business practice standards to support DR and DSM-EE programs,
Ratified March 21, 2011, available at http://www.naesb.org/member_login_check.asp?doc=fa_2010_retail_api_3_c.doc.

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the Northeast Energy Efficiency Partnerships (“NEEP”) to remove NAESB Proposed Standard WEQ-021-3.11.1.9
for two reasons: (1) the prescribed accuracy for “the overall accuracy of the calculated value” extends beyond the
hardware-specific scope of Section WEQ.021.3.11 and into methodological and bias issues addressed elsewhere in
the Draft Manual; and (2) the accuracy criteria for “any” measured data used in the development of demand impacts
would exclude many essential resources of undocumented accuracy such as TMY2 temperature, manufacturing
production, and energy management system (EMS) temperature and flow data. The wholesale energy efficiency
work group disagreed with the removal of the language because it would lower the standards for accepting proxy
variables. After discussion, the language of the proposed standard was changed to read, “Any measurement or
monitoring equipment for proxy variables that do not directly measure electrical demand, including but not limited
to voltage, current, temperature, flow rates and operating hours, shall have an accuracy of ± 2%, unless otherwise
provided in the Governing Documents,” which received unanimous support from the work group as it was drafted
on November 18, 20108. There were seven EC meetings where the DSM-EE standards development effort was
discussed as one of the agenda topics. Again, all meetings were open to all interested parties and were publicly
noticed, and were available by phone and web cast for those unable to travel.
During the development of the wholesale energy efficiency request, the group understood that the standards would
reflect the efforts of multiple quadrants and market interests. During the development, the wholesale energy
efficiency work group worked to ensure that the standards developed complemented the model business practices
created in the retail energy efficiency work group. The retail work group continues to draft its work product, which
should be completed in the second quarter of 2011. All interested parties regardless of membership in NAESB were
encouraged to participate, as they are in all NAESB meetings, to provide the broadest possible input from the
industry, as work products are prepared.
On December 1, 2010, the DSM-EE subcommittee voted out its recommendation9 with significant support from all
segments of the wholesale electric quadrant, and no votes in opposition. The recommendation was sent out for a
thirty-day industry comment on December 8, 2010 and four sets of comments were received. The wholesale energy
efficiency work group met on February 15 to review the informal comments. At that time, NEEP once again raised
the issue of deleting 021-3.11.1.9, but had not submitted formal comments for the DSM-EE subcommittee to
consider. The wholesale energy efficiency work group, having already addressed the comment in the informal
comment period, suggested NEEP submit late formal comments for the WEQ EC to consider. NEEP submitted late
comments along with ten other companies in support of NEEP’s change, only two of which had any earlier
participation in the development of the standard. The comments were considered by the WEQ EC on March 21,
2011 and the proposed change was not adopted. The WEQ EC voted on March 21, 2011, with notational ballots due
on April 8, 2011 for absent EC members, to approve the recommendation, passing the EC with the needed supermajority threshold of 67% and a minimum of 40% affirmative votes from each segment, receiving 69.4%
affirmative votes overall including meeting the segment threshold. One negative vote and one abstention were
received. The recommendation has been sent out for ratification, due May 13, 2011. Once the recommendation has
been ratified, the NAESB office will file a supplemental filing, informing the Commission of the ratification results.
The WEQ EE standards include six new definitions and 63 business practice standards. The purpose of the energy
efficiency standards was to create a standardized method for quantifying the energy reduction for energy efficiency
measures; lighting, appliances, industrial process improvements and building management. The standards contain
energy efficiency use criteria in wholesale markets, the general requirements for the structure of a measurement and
verification (M&V) plan and detailed criteria for accepted M&V methodologies. The standards are built upon the
current M&V manuals vetted by stakeholders in PJM and ISO New England, the Federal Energy Management
Program M&V standards, the International Performance Measurement and Verification Protocol and other state
protocols. Once ratified, the standards will be considered a final action and will be accessible as a final action from

8
NAESB DSM-EE Wholesale Energy Efficiency Work Group meeting minutes, available at
http://www.naesb.org/pdf4/dsmee_wholesale_ee_111810mn.doc, November 18, 2010.
9
NAESB 2010 WEQ Annual Plan 4(d) Recommendation: Business Practice Standards for Measurement and Verification of Energy Efficiency
Products as approved by the WEQ Executive Committee via notational ballot on April 8, 2011, available at
http://www.naesb.org/member_login_check.asp?doc=weq_rat041311_2010_weq_api_4d_rec.doc WEQ member ratification ends May 13, 2011.

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the NAESB website. They will be included in our next publication, WEQ Version 2.2, currently slated for
completion and publication in third quarter 2011.

Page 4

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Report of the North American Energy Standards Board – Enclosures
NAESB Wholesale Electric Quadrant DSM-EE Standards
Appendix A: DSM-EE Distribution List
April 30, 2011
DISTRIBUTION LIST SORTED BY ORGANIZATION
Jeb Bartley, Accenture
Amadou Fall, ACES Power Marketing, LLC
Roy True, ACES Power Marketing
H. Neal Allen, Alabama Power Company
Judy W. Ray, Alabama Power Company
David P. Johnson, Allegheny Energy, Inc.
Terri Grabiak Knupp, Allegheny Power
Teri Lutz, Allegheny Power
Ed Miller, Allegheny Power
Gary Musgrave, Allegheny Power
Cassandra Robinson, Allegheny Power
Thomas Rone, Allegheny Power
Steve Capanna, Alliance to Save Energy
Tom Simchak, Alliance to Save Energy
Rodney Sobin, Alliance to Save Energy
Patrick Eynon, Ameren
Denise Simpson, Ameren
Heather Takle, Ameresco
Lonni Dieck, American Electric Power
Sherri Monteith, American Electric Power
Mariam Arnaout, American Gas Association (AGA)
J.P. Blackford, American Public Power Association
Allen Mosher, American Public Power Association
S Balakrishnan, ANB Enterprises, Inc.
Bob Gray, Arizona Corporation Commission
Gary Duede, Arizona Public Service
Kent Walter, Arizona Public Service
Meg Matt, Association of Energy Services Professionals
(AESP)
Ralph Martinez, Balance Energy
Linh Tran, Balance Energy
Bob Rowe, Balhoff & Rowe, LLC
Howard H. Shafferman, Ballard Spahr Andrews &
Ingersoll, LLP
Kristy Fleischmann, Baltimore Gas and Electric
David Kelly, Baltimore Gas and Electric
Ruth Kiselewich, Baltimore Gas and Electric
Jeanie Nathaniel, Baltimore Gas and Electric
Phil Precht, Baltimore Gas and Electric
Mary Straub, Baltimore Gas and Electric
Sheldon Switzer, Baltimore Gas and Electric
William Wolf, Baltimore Gas and Electric
Yolanda Mason, Bayboro EC, Inc.
Brett A. Perlman, Bector Consultant
Vicky A. Bailey, BHMM Energy Services, LLC

Yvonne Coleman, Bonneville Power Administration
Jason Salmi Klotz, Bonneville Power Administration
Pamela Sporborg, Bonneville Power Administration
Ken Keating, Bonneville Power Administration
Josh Warner, Bonneville Power Administration
Rodereck Kelley, Bonneville Power Authority
Philip Q. Hanser, Brattle Group, The
Owen J. Kopon, Brickfield, Burchette, Ritts & Stone, PC
Shaun Moher, Brickfield, Burchette, Ritts & Stone, PC
Damon Xenopoulos, Brickfield, Burchette, Ritts & Stone,
PC
Kevin Colmer, California ISO
Sean Crimmins, California ISO
Heather Sanders, California Independent System Operator
Corporation
Kevin Galligan, Cape Light Compact
The Honorable Dian Grueneich, Commissioner, California
Public Utilities Commission
Tom Olinger, CenterPoint Energy
James P. Cargas, City of Houston
Kerry Meade, CLEAResult Consulting
Eric Stern, CLEAResult Consulting
Melissa Culbertson, CLEAResult Incorporated
Glenn Garland, CLEAResult Incorporated
Jonathan Kleinman, CLEAResult Incorporated
John Oyhenart, CLEAResult Incorporated
Dan Ellis, Climate Master
Robert Sallee, Climate Master
Dixon Yee, City of Palo Alto Utilities
Jeff Hein, Colorado Public Utilities Commission
Jim Templeton, Comprehensive Energy Services
Carlos Lamas-Babbini, Comverge
Wendell Miyaji, Comverge
Brad Swalwell, Comverge
Chris Fan, Con Edison
Elizabeth Fennell, Con Edison
Elena Futoryan, Con Edison
Steven Mysholowsky, Con Edison
Norberto Rivera, Con Edison
Andre Wellington, Con Edison
Nelson Yip, Con Edison
Tess Pierluissi, Consolidated Edison
Marc Hoffman, Consortium for Energy Efficiency
Monica Nevius, Consortium on Energy Efficiency
Cheryl Hindes, BGE Constellation Energy
Craig Markham, Constellation Energy

Appendix A, Page 1

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Report of the North American Energy Standards Board – Enclosures
NAESB Wholesale Electric Quadrant DSM-EE Standards
Appendix A: DSM-EE Distribution List
April 30, 2011
DISTRIBUTION LIST SORTED BY ORGANIZATION
Stephen Knapp, Constellation Energy Commodities Group,
Inc.
Rick Walden, Constellation Energy Group
Tarra Bolduc, Constellation NewEnergy
Peter Dotson-Westphalen, Constellation NewEnergy
Brett Feldman, Constellation NewEnergy
Teri Van Sumeren, Consumers Energy
Janette Dudley, CPower, Inc.
Murtaza Kapadia, CPower, Inc.
Dirk Mahling, CPower, Inc.
Nicholas Justice Planson, CPower, Inc.
Katherine George, Demand Response Coordinating
Committee
Marie Pieniazek, Demand Response & Energy Consulting,
LLC
Paul M. Pietsch, Demand Response Coordinating
Committee
Michael R. Flores, Direct Energy
Chuck Moore, Direct Energy
Jamie Wimberly, Distributed Energy Financial Group LLC
Ben Boyd, Distribution Control Systems, Inc.
Daniel Cleverdon, District of Columbia Public Service
Commission
Robert Burnette, Dominion
Ed Hall, Dominion
Deanna Kesler, Dominion
David Koogler, Dominion
Sharon Neidert, Dominion
Ripley Newcomb, Dominion
Anne B. Rhoades, Dominion
Shannon Venable, Dominion
Kathy W. Johnson, Dominion Resources
Anne B. Rhoades, Dominion Resources
Mike Jesensky, Dominion Resources
Richard Zelenko, Dominion Retail Inc.
Mary Edwards, Dominion Virginia Power
Clayton Crouch, Dominion Virginia Power/North Carolina
Power
Rob Rice, Dominion Virginia Power
Clifford Grimm, DTE Energy
Debbie Hayes, DTE Energy
Mark R. Williamson, DTE Energy
Bruce Sailors, Duke Energy
Walt Yeager, Duke Energy Americas, LLC
Ollie Frazier, Duke Energy Corporation
Dan Jones, Duke Energy Corporation
Ashlie Ossege, Duke Energy Corporation

Thomas Osterhus, Duke Energy
Dan Flaherty, Duquesne Light Company
Mary Anne Brelinsky, Eagle Energy Partners
Cade Burks, EC Power
Eric Ackerman, Edison Electric Institute
James P. Fama, Edison Electric Institute
Diane Munns, Edison Electric Institute
Steven Rosenstock, Edison Electric Institute
Grace Soderberg, Edison Electric Institute
Steve Kromer, Efficiency Valuation Organization
Abraham Raher, Efficiency Valuation Organization
Bob Entriken, Electric Power Research Institute
Krish Gomatom, Electric Power Research Institute
Jennifer Robinson, Electric Power Research Institute
Nancy Bagot, Electric Power Supply Association
Jack Cashin, Electric Power Supply Association
John Shelk, Electric Power Supply Association
Philip DiPastena, Electric Reliability Council of Texas
Steve Krein, Electric Reliability Council of Texas
Joel Mickey, Electric Reliability Council of Texas
Ken Monts, Electric Reliability Council of Texas
Susan Munson, Electric Reliability Council of Texas
Paul Wattles, Electric Reliability Council of Texas
Phil Bisesi, ElectriCities of North Carolina
Greg Locke, ElectriCities of North Carolina
John Hughes, Electricity Consumers Resource Council
(ELCON)
James Tillett, Endeavor Engineering, Inc.
Ren Orans, Energy and Environmental Economics, Inc.
Bruce Campbell, EnergyConnect
Jacob Dobscha, EnergyConnect
Daniel Perez, Energy Curtailment Specialists, Inc.
Glen E. Smith, Energy Curtailment Specialists, Inc.
Paul Tyno, Energy Curtailment Specialists, Inc.
Marjorie Perlman, Energy East Management
Tom Gianneschi, Energy Regulatory Affairs, Alcoa, Inc.
George Behr, Energy Services Group
Fred Gordon, Energy Trust of Oregon
David Clarke, Energy Washington Week
Tom Atkinson, EnerNOC
Aaron Breidenbaugh, EnerNOC
Kristin Brief, EnerNOC
Phil Giudice, EnerNOC
Tim Healy, EnerNOC
Rick Paradis, EnerNOC

Appendix A, Page 2

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Report of the North American Energy Standards Board – Enclosures
NAESB Wholesale Electric Quadrant DSM-EE Standards
Appendix A: DSM-EE Distribution List
April 30, 2011
DISTRIBUTION LIST SORTED BY ORGANIZATION
Terry Sick, EnerNOC
Rob Southern, EnerNOC
Brianna Tufts – EnerNOC
Mark Bruckner, Entergy
Ed Davis, Entergy
Floyd Galvan, Entergy
Karen Radosevich, Entergy
Narinder Saini, Entergy
John N. Moore, Environmental Law and Policy Center
Denise Mulholland, EPA
Bernie Neenan, EPRI
Marc Tannenbaum, Evergreen Software Inc.
Scott Brown, Exelon Corporation
Audrey Lyke, Exelon Corporation
Stephen Bennett, Exelon Power Team
Ryan Irwin, Federal Energy Regulatory Commission
David Kathan, Federal Energy Regulatory Commission
Bill Lohrman, Federal Energy Regulatory Commission
Mary Beth Tighe, Federal Energy Regulatory Commission
Sandra Waldstein, Federal Energy Regulatory Commission
The Honorable Jon Wellinghoff, Commissioner, Federal
Energy Regulatory Commission
Robert Martinko, FirstEnergy Corp.
Dennis Brandt, Florida Power and Light Company
Dan Haywood, Florida Power & Light
Paul N. Smolen, Fox, Smolen & Associates
Phil Audet, Frontier Associates
Ed Garcia, Frontier Associates
John McClain, Frontier Associates
Greg Landreth, Frontier Association
Jay Zarnikau, Frontier Associates
Earl Fair, Gainesville Regional Utilities
Richard Spellman, GDS Associates, Inc.
Greg Ewing, Good Company Associates
Robert King, Good Company Associates
Bill Bland, GoodCents
Robert Mason, GoodCents
Liza Thompson, GoodCents
Michael Chen-Young, GreenSmith Energy Management
Systems
Marija Zivanovic Smith, Gridpoint
Donna Harper, Honeywell
Thomas McMahon, Honeywell Utility Solutions
Val Jensen, ICF International
David Meisegeier, ICF International
David Pickles, ICF International

William (Bill) Prindle, ICF International
Lou Ann Westerfield, Idaho Public Utility Commission
Biju Gopi, IESO
Marvin Rosenberg, Independent
TD Smith, Institute for Electric Efficiency
Rhonda Ferguson, Integrys
Bill Bourbonnais, Integrys Energy Services, Inc.
Dennis M. Derricks, Integrys Group
Jim Beyer, Integrys
Melissa Lauderdale, Integrys Energy
Ilze Rukis, Integrys Energy Group
Steve Schiller, International Program Measurement and
Verification Protocol (IPMVP)
Robert Burke, ISO New England Inc.
Matthew F. Goldberg, ISO New England, Inc.
David LaPlante, ISO New England Inc.
Robert Laurita, ISO New England Inc.
Eric Winkler, ISO New England Inc.
Henry Yoshimura, ISO New England Inc.
Chris Haslund, Itron, Inc.
Dave Hanna, Itron – Consulting & Analysis
Joe Loper, Itron, Inc.
P G (Bud) Para, JEA
Kelly R. Smith – Johnson Controls
Jason Jones, Kansas City Power & Light
Dan Barbieri, KEMA
Tim Hennessy, KEMA
Daniel Waintroob, KEMA Services
Mimi Goldberg, Kema/Xnergy
Liz Hicks, Kema/Xnergy
Bruce Johnson, KeySpan Corporation
Christopher Kotting, Kottage Industries, LLC
Girish Ghatikar – Lawrence Berkeley National Laboratory
Chuck Goldman, Lawrence Berkeley National Laboratory
June Han, Lawrence Berkeley National Laboratory
Grayson Heffner, Lawrence Berkeley National Laboratory
Sila Kiliccote, Lawrence Berkeley National Laboratory
David Watson, Lawrence Berkeley National Laboratory
Mark R. Bowen, Lockheed Martin Information Technology
Rebecca A. Klein, Loeffler Tuggey Pauerstein Rosenthal,
LLP
Joel Cordero, Los Angeles Dept. of Water and Power
Richard Davies, Maine Office of Public Advocate
Denis Bergeron, Maine Public Utilities Commission
Katherine Johnson, Market Development Group
Huilan Li, Maryland Public Service Commission

Appendix A, Page 3

20110503-5013 FERC PDF (Unofficial) 5/2/2011 6:13:15 PM
Report of the North American Energy Standards Board – Enclosures
NAESB Wholesale Electric Quadrant DSM-EE Standards
Appendix A: DSM-EE Distribution List
April 30, 2011
DISTRIBUTION LIST SORTED BY ORGANIZATION
Dan Norfolk, Maryland Public Service Commission
W. Robert Keating, Mass. Department of
Telecommunication & Energy
The Honorable Alan M. Freifeld, Commissioner, Maryland
Public Service Commission
The Honorable James Y Kerr III, McGuire Woods LLP &
McGuire Woods Consulting LLC
Huilan Li, Maryland Public Service Commission
Grey Staples, Mendota Group, LLC
Jeff King, Metropolitan Washington Council of
Governments
Pete Schimpke, Michigan Public Power Agency
Annette Holst, MidAmerican Energy
Rick Leuthauser, MidAmerican Energy Company
Carol D. Parker, MidAmerican Energy Company
Richard Walker, MidAmerican Energy Company
James Wilson, MidAmerican Energy Company
Alicia Ward, Midwest Energy Efficiency Alliance
Robert Borlick, Midwest ISO
Vijaya Ganugula, Midwest ISO
Marie Knox, Midwest ISO
Ted Kuhn, Midwest ISO
Rob Lamoureux, Midwest ISO
Mike Robinson, Midwest ISO
Ed Skiba, Midwest ISO
Mark Westendorf, Midwest ISO
Li Zhang, Midwest ISO
Gary Kajander, Monsanto
Jonathan Booe, NAESB
Rae McQuade, NAESB
Denise Rager, NAESB
Angela Gonzales, NAESB
Veronica Thomason, NAESB
Chuck Gray, National Association of Regulatory Utility
Commissioners
Charles A. Acquard, National Association of State Utility
Consumer Advocates
John McCarthy, National Energy Board
Craig G. Goodman, National Energy Marketers Association
Stacey Rantala, National Energy Marketers Association
Mike Novak, National Fuel Gas Distribution Corporation
David Jacobson, National Grid
Doug Smith, National Grid
Jim Stanzione, National Grid
Tim Stout, National Grid
Carol White, National Grid
John Holt, National Rural Electric Cooperative Association

Jay Morrison, National Rural Electric Cooperative
Association
Mary Ann Ralls, National Rural Electric Cooperative
Association
Timothy Douek, Navigant Consulting
James Manning, NCEMCS
Jack Floyd, NC Utilities Commission – Public Staff
Bob Hinton, NC Utilities Commission – Public Staff
Steve Waite, NEEP
John W. Charlton, New York ISO
Ernie Cardone, New York ISO
Robb Pike, New York ISO
Donna Pratt, New York ISO
Phillip Shafeei, New York ISO
Diane Barney, New York Public Service Commission
Alice Miller, New York Department of Public Service
Lisa Rosi, New York Department of Public Service
Sigmund Peplowski, New York State Dept. of Public
Service
Stacey Harwood, New York State Dept. of Public Service
William (Bill) Saxonis, New York State Dept. of Public
Service
Bruce Ellsworth, New York State Reliability Council
Greg Clendenning, Nexus Market Research, Inc.
Tim Pettit, Nexus Market Research, Inc.
Andrew Rodriquez, North American Electric Reliability
Corporation
Mark Lauby, North American Electric Reliability
Corporation
David R. Nevius, North American Electric Reliability
Corporation
Stephanie Monzon, North American Electric Reliability
Corporation
John Moura, North American Electric Reliability
Corporation
Julia Souder, North American Electric Reliability
Corporation
Clay Norris, North Carolina Municipal Power Agency #1
The Honorable Samuel Ervin IV, Commissioner, North
Carolina Utilities Commission
Julie Michals, Northeast Energy Efficiency Partnerships,
Inc.
Elizabeth Titus, Northeast Energy Efficiency Partnerships,
Inc.
Sue Coakley, Northeast Energy Efficiency Project
Michael F. Ahern, Northeast Utilities
Calvin Bowie, Northeast Utilities
Dave Dobratz, Northeast Utilities

Appendix A, Page 4

20110503-5013 FERC PDF (Unofficial) 5/2/2011 6:13:15 PM
Report of the North American Energy Standards Board – Enclosures
NAESB Wholesale Electric Quadrant DSM-EE Standards
Appendix A: DSM-EE Distribution List
April 30, 2011
DISTRIBUTION LIST SORTED BY ORGANIZATION
Gene Fry, Northeast Utilities
Sanda O’Neil, Northeast Utilities
Dave Scott, Northeast Utilities
John Scricca, Northeast Utilities
Thomas A. Adams, Northrop Grumman, Tech. Services
Robert Russell, Northwest Energy Efficiency Alliance
Tom Eckman, Northwest Power and Conservation Council
Paul McCurley, NRECA
David Olivier, NSTAR Electric & Gas
Dave Weber, NSTAR Electric
Lisa Shea, NSTAR Electric & Gas
Michelle D’Antuono, Occidental Energy Ventures Corp
Scott Wardle, Occidental Chemical
Faith S. Lambert, Office of Weatherization and
Intergovernmental Program, EE-2K
The Honorable Donald L. Mason, All American Energy
Partners LLC
Thom Pearce, Public Utilities Commission of Ohio
Deborah McKeever, Oncor
Terry Bates, Oncor Electric Delivery
Jeff Reed, Oncor Electric Delivery
Neil Hutchings, Ontario Power Authority
Brent Leith, Oracle
Heidi Konynenbelt, Otter Tail Power Company
Kim Pederson, Otter Tail Power Company
Rebecca Wentler, Otter Tail Power Company
Robert Kasman, Pacific Gas & Electric
Don Peterson, Pacific Gas and Electric
Bill Marek, PacifiCorp
Eilliott Boardman, Peak Load Management Association
(PLMA)
Craig Boice, Peak Load Management Association (PLMA)
John J. McCawley, PECO
Paul Miles, PECO Energy
Kurt Sontag, PECO Energy
Mickealia Wilson, PECO Energy
Murty Bhavaraju, PJM Interconnection, LLC
Sarah Burlew, PJM Interconnection, LLC
Susan Covino, PJM Interconnection, LLC
Adrien Ford, PJM Interconnection, LLC
Leanne Harrison, PJM Interconnection, LLC
Susan Kenney, PJM Interconnection, LLC
Pete Langben, PJM Interconnection, LLC
Alex Ma, PJM Interconnection, LLC
Serhan Ogur, PJM Interconnection, LLC
Anne Arquit Niederberger, Policy Solutions

Clifford Garner, Portland General Electric
Emilie Witkowski, Portland General Electric
Michele Greening, PPL EnergyPlus, LLC
Jim Minneman, PPL Solutions
David Meade, Praxair
Michael Jacob, Progress Energy Carolinas, Inc.
Nina McLaurin, Progress Energy
John Masiello, Progress Energy Florida
Charles Thomas, Progress Energy Florida
Steven Maestas, Public Service Co. of New Mexico
Susanna Chiu, Public Service Electric and Gas
Fred Lynk, Public Service Electric and Gas
Terry Moran, Public Service Electric and Gas
Shawnee Claiborn-Pinto, Public Utility Commission of
Texas
Cliff Crouch, Public Utility Commission of Texas
Ernest Garcia, Public Utility Commission of Texas
Theresa Gross, Public Utility Commission of Texas
Voiteh Yaroshevich, Public Utility Commission of Texas
Laura Feinstein, Puget Sound Energy
Syd H. France, Puget Sound Energy
Shannon McCormick, Puget Sound Energy
Kevin Gresham, Reliant Energy
Ross Malme, RETX
Bob Schwermann, Sacramento Municipal Utility District
Vikki Wood, Sacramento Municipal Utility District
Stephen Pelcher, Santee Cooper
Joseph Lynch, SCANA
Sonya Green-Sumpter, SCANA
Erin Erben, Salt River Project
Bill Lawton, Seminole Electric
Lane Mahaffey, Seminole Electric
Herb Emmrich, Sempra Utilities
Andrey Komissarov, Sempra Utilities
Kelly Ross Gillespie, Southeast Energy Efficiency Alliance
c/o Alliance to Save Energy
Ryn Hamilton, Southern California Edison
Joe Marone, Southern California Edison
Mark S. Martinez, Southern California Edison
Joe McCawley, Southern California Edison
Lee Stewart, Southern California Gas Company
John Ciza, Southern Company
Wilbur Johnson, Southern Company
Daryl McGee, Southern Company
Dean Ulch, Southern Company
Kyle Leach, Southern Company

Appendix A, Page 5

20110503-5013 FERC PDF (Unofficial) 5/2/2011 6:13:15 PM
Report of the North American Energy Standards Board – Enclosures
NAESB Wholesale Electric Quadrant DSM-EE Standards
Appendix A: DSM-EE Distribution List
April 30, 2011
DISTRIBUTION LIST SORTED BY ORGANIZATION
Kenneth Shiver, Southern Company Services
Howard Geller, Southwest Energy Efficiency Alliance
Michael Desselle, Southwest Power Pool
Dowell Hudson, Southwest Power Pool
Carl Monroe, Southwest Power Pool
Katy Onnen, Southwest Power Pool
Joshua H. Phillips, Southwest Power Pool
Mark Robinson, Southwest Power Pool
Mark Rogers, Southwest Power Pool
Mary Klos, Summit Blue Consulting
Daniel Violette, Summit Blue Consulting
Kevin Coney, Summit Blue Consulting
Can Yentur, SunGard Consulting Services, LLC
Curt Bryan, SunGard Consulting Services, LLC
Linda Gee, SunGard Consulting Services, LLC
Ross Lucas, SunGard Consulting Services, Inc.
Paul Peterson, Synapse Energy Economics
Vladlena Sabodash, Synapse Energy Economics
Dave Darnell, Systrends
Gail McKaig, Tampa Electric Company
Nick Hall, TecMarket Works
John D. Varnell, Tenaska Power Services
Joshua Brister, Tennessee Valley Authority
Matthew Mitchell, Tennessee Valley Authority
Howard Bryant, TECO Energy
Matt Brown, Tennessee Valley Authority
David Chamberlain, Tennessee Valley Authority
Edward Colston, Tennessee Valley Authority
Valerie Crockett, Tennessee Valley Authority
Jason Haile, Tennessee Valley Authority
Kyle Lawson, Tennessee Valley Authority
Kathy York, Tennessee Valley Authority
Carrie Voss, Tennessee Valley Authority
Robert W. Gee, The Gee Strategies Group
Richard Sedano, The Regulatory Assistance Project
Kevin Dunlap, The Structure Group
Karen Wei, The Structure Group
Roddy Diotalevi, The United Illuminating Co.
Megan Pomeroy, The United Illuminating Co.
Mack Wallace, TXU Energy

Christopher Freitas, U S Department of Energy
Lawrence Mansueti, U S Department of Energy
Lew W. Pratsch, U S Department of Energy
Stacy Angel, U S Environmental Protection Agency
Nikolaas Dietsch, U S Environmental Protection Agency
Dan Delurey, U.S. Demand Response Coordinating
Committee
Daniel Adamo, UGI Utilities, Inc.
William McAllister, UGI Utilities
Scott Coe, UISOL
Michelle Michot Foss, University of Texas at Austin
Center for Energy Economics
Ron Russell, University of Texas MD Anderson Cancer
Center
David R. Eichenlaub, VA State Corporation Commission
Patricia Banet, Vectren
Amanda Eades, Vectren
Marlene Parsley, Vectren
Robbie Sears, Vectren
Colleen Orsburn, Vermont Energy Investment Corp.
Pam Stonier, Vermont Public Service Board
Diane Jenkins, Virginia State Corporation Commission
Allen M. Freifeld, Viridity Energy, Inc.
Kenneth Laughlin, Viridity Energy
Alain P. Steven, Viridity Energy, Inc.
David Nightingale – WA Utilities and Transportation
Commission
Andrew Horstman, Wabash Valley Power
Kevin Warren, Warren Energy Engineering, LLC
Barb Kedrowski, We Energies
Shah Hossain, Westar Energy
Ismael Aguayo, Western Electricity Coordinating Council
Michelle Mizumori, Western Electricity Coordinating
Council
Mike Wells, Western Electricity Coordinating Council
Christopher Burden, Williams Gas Pipeline
Ronda Ferguson, Wisconsin Public Service Corporation
Valy Goepfrich, WPPI Energy
Cynthia M. Henry, Xcel Energy
Carolyn Brouillard, Xcel Energy
Liam Noailles, Xcel Energy

Public posting on the NAESB web site for any interested party

Appendix A, Page 6

20110503-5013 FERC PDF (Unofficial) 5/2/2011 6:13:15 PM
Report of the North American Energy Standards Board – Enclosures
NAESB Wholesale Electric Quadrant DSM-EE Standards
Appendix A: DSM-EE Distribution List
April 30, 2011
DISTRIBUTION LIST SORTED BY NAME
Eric Ackerman, Edison Electric Institute
Charles A. Acquard, National Association of State Utility
Consumer Advocates
Daniel Adamo, UGI Utilities
Thomas A. Adams, Northrop Grumman, Tech. Services
Ismael Aguayo, Western Electricity Coordinating Council
Michael F. Ahern, Northeast Utilities
H. Neal Allen, Alabama Power Company
Stacy Angel, U S Environmental Protection Agency
Mariam Arnaout, American Gas Association (AGA)
Tom Atkinson, EnerNOC
Phil Audet, Frontier Associates
Nancy Bagot, Electric Power Supply Association
Vicky A. Bailey, BHMM Energy Services, LOC
S Balakrishnan, ANB Enterprises, Inc.
Patricia Banet, Vectren
Dan Barbieri, KEMA
Diane Barney, New York Public Service Commission
Terry Bates, Oncor Electric Delivery
Jeb Bartley, Accenture
George Behr, Energy Services Group
Stephen Bennett, Exelon Power Team
Denis Bergeron, Maine Public Utilities Commission
Jim Beyer, Integrys
Murty Bhavaraju, PJM Interconnection, LLC
Phil Bisesi, ElectriCities of North Carolina
J.P. Blackford, American Public Power Association
Bill Bland, GoodCents
Eilliott Boardman, Peak Load Management Association
(PLMA)
Craig Boice, Peak Load Management Association
Tara Bolduc, Constellation NewEnergy
Jonathan Booe, NAESB
Robert Borlick, Midwest ISO
Bill Bourbonnais, Integrys Energy Services, Inc.
Mark R. Bowen, Lockheed Martin Information Technology
Calvin Bowie, Northeast Utilities
Ben Boyd, Distribution Control Systems, Inc.
Dennis Brandt, Florida Power and Light Company
Mary Anne Brelinsky, Eagle Energy Partners
Aaron Breidenbaugh, EnerNOC
Kristin Brief, EnerNOC
Joshua Brister, Tennessee Valley Authority
Carolyn Brouillard, Xcel Energy
Matt Brown, Tennessee Valley Authority
Scott Brown, Exelon Corporation

Mark Bruckner, Entergy
Curt Bryan, SunGard Consulting Services, LLC
Howard Bryant, TECO Energy
Christopher Burden, Williams Gas Pipeline
Robert Burke, ISO New England Inc.
Cade Burks, EC Power
Sarah Burlew, PJM Interconnection, LLC
Robert Burnette, Dominion
Bruce Campbell, EnergyConnect
Steve Capanna, Alliance to Save Energy
Ernie Cardone, New York ISO
James P. Cargas, City of Houston
Jack Cashin, Electric Power Supply Association
David Chamberlain, Tennessee Valley Authority
John W. Charlton, New York ISO
Michael Chen-Young, GreenSmith Energy Management
Systems
Susanna Chiu, Public Service Electric and Gas
John Ciza, Southern Company
Shawnee Claiborn-Pinto, Public Utility Commission of
Texas
David Clarke, Energy Washington Week
Greg Clendenning, Nexus Market Research, Inc.
Daniel Cleverdon, District of Columbia Public Service
Commission
Sue Coakley, Northeast Energy Efficiency Project
Scott Coe, UISOL
Yvonne Coleman, Bonneville Power Administration
Kevin Colmer, California ISO
Edward Colston, Tennessee Valley Authority
Kevin Cooney, Summit Blue Consulting
Joel Cordero, Los Angeles Dept. of Water and Power
Susan Covino, PJM Interconnection, LLC
Sean Crimmins, California ISO
Valerie Crockett, Tennessee Valley Authority
Clayton Crouch, Dominion Virginia Power/North Carolina
Power
Cliff Crouch, Public Utility Commission of Texas
Melissa Culbertson, CLEAResult Incorporated
Michelle D’Antuono, Occidental Energy Ventures Corp
Dave Darnell, Systrends USA
Ed Davis, Entergy
Richard Davies, Maine Office of Public Advocate
Dan Delurey, U.S. Demand Response Coordinating
Committee
Dennis M. Derricks, Integrys Group
Michael Desselle, Southwest Power Pool

Appendix A, Page 7

20110503-5013 FERC PDF (Unofficial) 5/2/2011 6:13:15 PM
Report of the North American Energy Standards Board – Enclosures
NAESB Wholesale Electric Quadrant DSM-EE Standards
Appendix A: DSM-EE Distribution List
April 30, 2011
DISTRIBUTION LIST SORTED BY NAME
Lonni Dieck, American Electric Power
Nikolaas Dietsch, U S Environmental Protection Agency
Roddy Diotalevi, The United Illuminating Co.
Philip DiPastena, Electric Reliability Council of Texas
Jacob Dobscha, EnergyConnect
Peter Dotson-Westphalen, Constellation NewEnergy
Timothy Douek, Navigant Consulting
Janette Dudley, CPower, Inc.
Gary Duede, The Structure Group
Kevin Dunlap, The Structure Group
Amanda Eades, Vectren
Tom Eckman, Northwest Power and Conservation Council
Mary Edwards, Dominion Virginia Power
Troy R. Eichenberger, Tennessee Valley Authority
David R. Eichenlaub, VA State Corporation Commission
Dan Ellis, Climate Master
Bruce Ellsworth, New York State Reliability Council
Herb Emmrich, Sempra Utilities
Robert Entriken, Electric Power Research Institute
Patrick Eynon, Ameren
Erin Erben, Salt River Project
The Honorable Samuel Ervin IV, Commissioner, North
Carolina Utilities Commission
Greg Ewing, Good Company Associates
Earl Fair, Gainesville Regional Utilities
Amadou Fall, ACES Power Marketing, LLC
James P. Fama, Edison Electric Institute
Chris Fan, Con Edison
Chris Farmer, Pacificorp
Laura Feinstein, Puget Sound Energy
Brett Feldman, Constellation NewEnergy
Elizabeth Fennell, Con Edison
Rhonda Ferguson, Integrys
Ronda Ferguson, Wisconsin Public Service Corporation
Dan Flaherty, Duquesne Light Company
Kristy Fleischmann, Baltimore Gas and Electric
Michael R. Flores, Direct Energy
Jack Floyd, NC Utilities Commission – Public Staff
Adrien Ford, PJM Interconnection, LLC
Michelle Michot Foss, University of Texas at Austin
Center for Energy Economics
Syd H. France, Puget Sound Energy
Ollie Frazier, Duke Energy Corporation
The Honorable Alan M. Freifeld, Commissioner, Maryland
Public Service Commission
Allen M. Freifeld, Viridity Energy, Inc.
Christopher Freitas, U S Department of Energy

Gene Fry, Northeast Utilities
Elena Futoryan, Con Edison
Cory Galik, NAESB
Kevin Galligan, Cape Light Compact
Floyd Galvan, Entergy
Vijaya Ganugula, Midwest ISO
Ed Garcia – Frontier Associates
Ernest Garcia, Public Utility Commission of Texas
Glenn Garland, CLEAResult Incorporated
Clifford Garner, Portland General Electric
Linda Gee, SunGard Consulting Services, LLC
Robert W. Gee, The Gee Strategies Group
Howard Geller, Southwest Energy Efficiency Alliance
Katherine George, Demand Response Coordinating
Committee
Girish Ghatikar – Lawrence Berkeley National Laboratory
Tom Gianneschi, Energy Regulatory Affairs, Alcoa, Inc.
Kelly Ross Gillespie, Southeast Energy Efficiency Alliance
c/o Alliance to Save Energy
Phil Giudice, EnerNOC
Valy Goepfrich, WPPI Energy
Matthew Goldberg, ISO New England
Mimi Goldberg, Kema/Xnergy
Chuck Goldman, Lawrence Berkeley National Laboratory
Krish Gomatom, Electric Power Research Institute
Angela Gonzales, NAESB
Craig G. Goodman, National Energy Marketers Association
Biju Gopi, IESO
Fred Gordon, Energy Trust of Oregon
Terri Grabiak Knupp, Allegheny Power
Bob Gray, Arizona Corporation Commission
Chuck Gray, National Association of Regulatory Utility
Commissioners
Michele Greening, PPL EnergyPlus, LLC
Sonya Green-Sumpter, SCANA
Theresa Gross, Public Utility Commission of Texas
Kevin Gresham, Reliant Energy
Clifford Grimm, DTE Energy
The Honorable Dian Grueneich, Commissioner, California
Public Utilities Commission
Jason Haile, Tennessee Valley Authority
Ed Hall, Dominion
Leah Hall, TransCanada
Nick Hall, TecMarket Works
Ryn Hamilton, Southern California Edison
June Han, Lawrence Berkeley National Laboratory
Dave Hanna, Itron – Consulting & Analysis

Appendix A, Page 8

20110503-5013 FERC PDF (Unofficial) 5/2/2011 6:13:15 PM
Report of the North American Energy Standards Board – Enclosures
NAESB Wholesale Electric Quadrant DSM-EE Standards
Appendix A: DSM-EE Distribution List
April 30, 2011
DISTRIBUTION LIST SORTED BY NAME
Philip Q. Hanser, Brattle Group, The
Donna Harper, Honeywell
Leanne Harrison, PJM Interconnection, LLC
Stacey Harwood, NYSDPS
Chris Haslund, Itron, Inc.
Debbie Hayes, DTE Energy
Dan Haywood, Florida Power & Light
Tim Healy, EnerNOC
Grayson Heffner, Lawrence Berkeley National Laboratory
Jeff Hein, Colorado Public Utilities Commission
Tim Hennessy, KEMA
Cynthia M. Henry, Xcel Energy
Liz Hicks, Kema/Xnergy
Cheryl Hindes, BGE Constellation Energy
Bob Hinton, NC Utilities Commission – Public Staff
Marc Hoffman, Consortium for Energy Efficiency
Annette Holst, MidAmerican Energy
John Holt, National Rural Electric Cooperative Association
Andrew Horstman, Wabash Valley Power
Shah Hossain, ELCON
Dowell Hudson, Southwest Power Pool
John Hughes, Electricity Consumers Resource Council
(ELCON)
Neil Hutchings, Ontario Power Authority
Ryan Irwin, Federal Energy Regulatory Commission
Michael Jacob, Progress Energy Carolinas, Inc.
David Jacobson, National Grid
Diane Jenkins, Virginia State Corporation Commission
Val Jensen, ICF International
Mike Jesensky, Dominion Resources
Bruce Johnson, KeySpan Corporation
David P. Johnson, Allegheny Energy, Inc.
Katherine Johnson, Market Development Group
Kathy W. Johnson, Dominion Resources
Wilbur Johnson, Southern Company
Dan Jones, Duke Energy Corporation
Jason Jones, Kansas City Power & Light
Gary Kajander, Monsanto
Murtaza Kapadia, CPower
Robert Kasman, Pacific Gas & Electric
David Kathan, Federal Energy Regulatory Commission
Ken Keating, Bonneville Power Administration
W. Robert Keating, Mass. Department of
Telecommunication & Energy
Barb Kedrowski, We Energies
Rodereck Kelley, Bonneville Power Authority

David Kelly, Baltimore Gas and Electric
Susan Kenney, PJM Interconnection, LLC
The Honorable James Y Kerr III, McGuire Woods LLP &
McGuire Woods Consulting LLC
Deanna Kesler, Dominion
Sila Kiliccote, Lawrence Berkeley National Laboratory
Jeff King, Metropolitan Washington Council of
Governments
Robert King, Good Company Associates
Ruth Kiselewich, Baltimore Gas and Electric
Rebecca A. Klein, Loeffler Tuggey Pauerstein Rosenthal,
LLP
Jonathan Kleinman, CLEAResult Incorporated
Mary Klos, Summit Blue Consulting
Jason Salmi Klotz, Bonneville Power Administration
Stephen Knapp, Constellation Energy Commodities Group,
Inc.
Marie Knox, Midwest ISO
Andrey Komissarov, Sempra Utilities
Heidi Konynenbelt, Otter Tail Power Company
David Koogler, Dominion
Owen J. Kopon, Brickfield Burchette Ritts & Stone, PC
Christopher Kotting, Kottage Industries, LLC
Steve Krein, Electric Reliability Council of Texas
Steve Kromer, Efficiency Valuation Organization
Ted Kuhn, Midwest ISO
Carlos Lamas-Babbini, Comverge
Faith S. Lambert, Office of Weatherization and
Intergovernmental Program, EE-2K
Rob Lamoureux, Midwest ISO
Greg Landreth, Frontier Associates
Pete Langben, PJM Interconnection, LLC
David LaPlante, ISO New England Inc.
Mark Lauby, North American Electric Reliability
Corporation
Melissa Lauderdale, Integrys Energy
Kenneth Laughlin, Viridity Energy
Robert Laurita, ISO New England Inc.
Kyle Lawson, Tennessee Valley Authority
Bill Lawton, Seminole Electric
Kyle Leach, Southern Company
Brent Leith, Oracle
Rick Leuthauser, MidAmerican Energy Company
Greg Locke, ElectriCities of North Carolina
Bill Lohrman, Federal Energy Regulatory Commission
Joe Loper, Itron, Inc.
Ron Losh, Southwest Power Pool

Appendix A, Page 9

20110503-5013 FERC PDF (Unofficial) 5/2/2011 6:13:15 PM
Report of the North American Energy Standards Board – Enclosures
NAESB Wholesale Electric Quadrant DSM-EE Standards
Appendix A: DSM-EE Distribution List
April 30, 2011
DISTRIBUTION LIST SORTED BY NAME
Ross Lucas, SunGard Consulting Services, LLC
Teri Lutz, Allegheny Power
Audrey Lyke, Exelon Corporation
Joseph Lynch, SCANA
Fred Lynk, Public Service Electric and Gas
Alex Ma, PJM Interconnection, LLC
Steven Maestas, Public Service Co. of New Mexico
Lane Mahaffey, Seminole Electric
Dirk Mahling, CPower, Inc.
Ross Malme, RETX
James Manning, NCEMCS
Lawrence Mansueti, U S Department of Energy
Bill Marek, PacifiCorp
Craig Markham, Constellation Energy
Doug Marley
Joe Marone, Southern California Edison
Mark S. Martinez, Southern California Edison
Ralph Martinez, Balance Energy
Robert Martinko, FirstEnergy Corp.
John Masiello, Progress Energy Florida
The Honorable Donald L. Mason, All American Energy
Partners LLC
Robert Mason, GoodCents
Yolanda Mason, Bayboro EC, Inc.
Meg Matt, Association of Energy Services Professionals
(AESP)
William McAllister, FERC
William McAllister, UGI Utilities
John McCarthy, National Energy Board
Joe McCawley, Southern California Edison
John J. McCawley, PECO
John McClain, Frontier Associates
Shannon McCormick, Puget Sound Energy, Inc.
Paul McCurley, NRECA
Daryl McGee, Southern Company
Gail McKaig, Tampa Electric Company
Deborah McKeever, Oncor
Nina McLaurin, Progress Energy
Thomas McMahon, Honeywell Utility Solutions
Rae McQuade, NAESB
David Meade, Praxair
Kerry Meade, CLEAResult Consulting
David Meisegeier, ICF International
Julie Michals, Northeast Energy Efficiency Partnerships,
Inc.
Joel Mickey, Electric Reliability Council of Texas
Paul Miles, PECO Energy

Ed Miller, Allegheny Power
Wendell Miyaji, ComVerge
Alice Miller, New York Department of Public Service
Jim Minneman, PPL Solutions
Matthew Mitchell, Tennessee Valley Authority
Michelle Mizumori, Western Electricity Coordinating
Council
Shaun Moher, Brickfield, Burchette, Ritts and Stone
Carl Monroe, Southwest Power Pool
Sherri Monteith, American Electric Power
Ken Monts, Electric Reliability Council of Texas
Stephanie Monzon, North American Electric Reliability
Corporation
Chuck Moore, Direct Energy
John N. Moore, Environmental Law and Policy Center
Terry Moran, Public Service Electric and Gas
Anna E. Morgan, Tennessee Valley Authority
Jay Morrison, National Rural Electric Cooperative
Association
Allen Mosher, American Public Power Association
John Moura, North American Electric Reliability
Corporation
Denise Mulholland, EPA
Diane Munns, Edison Electric Institute
Susan Munson, Electric Reliability Council of Texas
Gary Musgrave, Allegheny Power
Steven Mysholowsky, Con Edison
Jeanie Nathaniel, Baltimore Gas and Electric
Bernie Neenan, EPRI
Sharon Neidert, Dominion
Monica Nevius, Consortium on Energy Efficiency
David R. Nevius, North American Electric Reliability
Corporation
Ripley Newcomb, Dominion
Anne Arquit Niederberger, Policy Solutions
David Nightingale, WA Utilities and Transportation
Commission
Dan Norfolk, Maryland Public Service Commission
Clay Norris, North Carolina Municipal Power Agency #1
Liam Noailles, Xcel Energy
Mike Novak, National Fuel Gas Distribution Corporation
Serhan Ogur, PJM Interconnection, LLC
Tom Olinger, CenterPoint Energy
David Olivier, NSTAR Electric & Gas
Sanda O’Neil, Northeast Utilities
Kathy Onnen, Southwest Power Pool
Ren Orans, Energy and Environmental Economics, Inc.

Appendix A, Page 10

20110503-5013 FERC PDF (Unofficial) 5/2/2011 6:13:15 PM
Report of the North American Energy Standards Board – Enclosures
NAESB Wholesale Electric Quadrant DSM-EE Standards
Appendix A: DSM-EE Distribution List
April 30, 2011
DISTRIBUTION LIST SORTED BY NAME
Colleen Orsburn, Vermont Energy Investment Corp.
Ashlie Ossege, Duke Energy Corporation
Thomas Osterhus, Duke Energy
Ed Overtree, Constellation NewEnergy
John Oyhenart, CLEAResult Incorporated
P G (Bud) Para, JEA
Rick Paradis, EnerNOC
Carol D. Parker, MidAmerican Energy Company
Marlene Parsley, Vectren
Thom Pearce, Public Utilities Commission of Ohio
Kim Pederson, Otter Tail Power Company
Stephen Pelcher, SanteeCooper
Sigmund Peplowski, New York State Dept. of Public
Service
Daniel Perez, Energy Curtailment Specialists, Inc.
Marjorie Perlman, Energy East Management
Brett A. Perlman, Bector Consultant
Don Peterson, Pacific Gas and Electric
Paul Peterson, Synapse Energy Economics
Tim Pettit, Nexus Market Research, Inc.
Joshua H. Phillips, Southwest Power Pool
David Pickles, ICF International
Marie Pieniazek, Demand Response & Energy Consulting,
LLC
Tess Pierluissi, Consolidated Edison
Paul M. Pietsch, Demand Response Coordinating
Committee
Robb Pike, New York ISO
Nicholas Justice Planson, CPower, Inc.
Megan Pomeroy, The United Illuminating Co.
Lew W. Pratsch, U S Department of Energy
Donna Pratt, New York ISO
Phil Precht, Baltimore Gas and Electric
William (Bill) Prindle, ICF International
Karen Radosevich, Entergy
Denise Rager, NAESB
Abraham Raher, Efficiency Valuation Organization
Mary Ann Ralls, National Rural Electric Cooperative
Association
Stacey Rantala, National Energy Marketers Association
Judy W. Ray, Alabama Power Company
Jeff Reed, Oncor Electric Delivery
Anne B. Rhoades, Dominion
Rob Rice, Dominion Virginia Power
Norberto Rivera, Con Edison
Cassandra Robinson, Allegheny Power
Jennifer Robinson, Electric Power Research Institute

Mark Robinson, Southwest Power Pool
Mike Robinson, Midwest ISO
Andrew Rodriquez, NERC
Mark Rogers, Southwest Power Pool
Thomas Rone, Allegheny Power
Marvin Rosenberg, Independent
Steven Rosenstock, Edison Electric Institute
Lisa Rosi, New York State Dept. of Public Service
Ilze Rukis, Integrys Group
Robert Russell, Northwest Energy Efficiency Alliance
Ron Russell, University of Texas MD Anderson Cancer
Center
Bob Rowe, Balhoff & Rowe, LLC
Ilze Rukis, Integrys Energy Group
Vladlena Sabodash, Synapse Energy Economics
Bruce Sailors, Duke Energy
Narinder Saini, Entergy
Robert Sallee, Climate Master
Heather Sanders, California Independent System Operator
Corporation
William (Bill) Saxonis, New York State Dept. of Public
Service
Steve Schiller, International Program Measurement and
Verification Protocol (IPMVP)
Pete Schimpke, Michigan Public Power Agency
Bob Schwermann, Sacramento Municipal Utility District
Dave Scott, Northeast Utilities
John Scricca, Northeast Utilities
Robbie Sears, Vectren
Richard Sedano, The Regulatory Assistance Project
Phillip Shafeei, New York ISO
Howard H. Shafferman, Ballard Spahr Andrews &
Ingersoll, LLP
Lisa Shea, NSTAR Electric & Gas
John Shelk, Electric Power Supply Association
Kenneth Shiver, Southern Company Services
Terry Sick, EnerNOC
Tom Simchak, Alliance to Save Energy
Denise Simpson, Ameren
Ed Skiba, Midwest ISO
Glen E. Smith, Energy Curtailment Specialists, Inc.
Kelly R. Smith – Johnson Controls
TD Smith, Institute for Electric Efficiency
Paul N. Smolen, Fox, Smolen & Associates
Rodney Sobin, Alliance to Save Energy
Grace Soderberg, Edison Electric Institute
Kurt Sontag, PECO Energy

Appendix A, Page 11

20110503-5013 FERC PDF (Unofficial) 5/2/2011 6:13:15 PM
Report of the North American Energy Standards Board – Enclosures
NAESB Wholesale Electric Quadrant DSM-EE Standards
Appendix A: DSM-EE Distribution List
April 30, 2011
DISTRIBUTION LIST SORTED BY NAME
Julia Souder, North American Electric Reliability
Corporation
Rob Southern, EnerNOC
Richard Spellman, GDS Associates, Inc.
Pamela Sporborg, Bonneville Power Administration
Jim Stanzione, National Grid
Grey Staples, Mendota Group, LLC
Gregory Staton, DTE Energy
Eric Stern, CLEAResult Consulting
Alain P. Steven, Viridity Energy, Inc.
Lee Stewart, Southern California Gas Company
Pam Stonier, Vermont Public Service Board
Tim Stout, National Grid
Mary Straub, Baltimore Gas & Electric
Brad Swalwell, Comverge
Sheldon Switzer, Baltimore Gas and Electric
Heather Takle, Ameresco
Marc Tannenbaum, Evergreen Software Inc.
Jim Templeton, Comprehensive Energy Services
Charles Thomas, Progress Energy Florida
Veronica Thomason, NAESB
Liza Thompson, GoodCents
Mary Beth Tighe, Federal Energy Regulatory Commission
James Tillett, Endeavor Engineering, Inc.
Elizabeth Titus, Northeast Energy Efficiency Partnerships,
Inc.
Linh Tran, Balance Energy
Roy True, ACES Power Marketing
Brianna Tufts – EnerNOC
Paul Tyno, Energy Curtailment Specialist, Inc.
Dean Ulch, Southern Company
Teri Van Sumeren, Consumers Energy
John D. Varnell, Tenaska Power Services
Shannon Venable, Dominion
Daniel Violette, Summit Blue Consulting
Carrie Voss, Tennessee Valley Authority
Daniel Waintroob, KEMA Services
Steve Waite, NEEP
Rick Walden, Constellation Energy Group
Sandra Waldstein, Federal Energy Regulatory Commission
Mack Wallace, TXU Energy

Richard Walker, MidAmerican Energy Company
Kent Walter, Arizona Public Service
Alicia Ward, Midwest Energy Efficiency Alliance
Scott Wardle, Occidental Chemical
Kevin Warren, Warren Energy Engineering, LLC
Josh Warner, Bonneville Power Administration
David Watson, Lawrence Berkeley National Lab
Paul Wattles, Electric Reliability Council of Texas
Dave Weber, NSTAR Electric
The Honorable Jon Wellinghoff, Commissioner, Federal
Energy Regulatory Commission
Karen Wei, The Structure Group
Andre Wellington, Con Edison
Mike Wells, Western Electricity Coordinating Council
Rebecca Wentler, Otter Tail Power Company
Mark Westendorf, Midwest ISO
Lou Ann Westerfield, Idaho Public Utility Commission
Carol White, National Grid
Mark R. Williamson, DTE Energy
James Wilson, MidAmerican Energy Company
Mickealia Wilson, PECO
Jamie Wimberly, Distributed Energy Financial Group LOC
Eric Winkler, ISO New England Inc.
Emilie Witkowski, Puget Sound Energy, Inc.
William Wolf, Baltimore Gas and Electric
Vikki Wood, Sacramento Municipal Utility District
Damon Xenopoulos, Brickfield, Burchette, Ritts & Stone,
PC
Voitech Yaroshevich, Public Utility Commission of Texas
Walt Yeager, Duke Energy Americas, LLC
Dixon Yee, City of Palo Alto Utilities
Can Yentur, SunGard Consulting Services, LLC
Nelson Yip, Con Edison
Kathy York, Tennessee Valley Authority
Henry Yoshimura, ISO New England Inc.
Jay Zarnikau, Frontier Associates
Richard Zelenko, Dominion Retail Inc.
Li Zhang, Midwest ISO
Marija Zivanovic Smith, Gridpoint

Public posting on the NAESB web site for any interested party

Appendix A, Page 12

Report of the North American Energy Standards Board – Enclosures
NAESB Wholesale Electric Quadrant DSM-EE Standards
Appendix B: WEQ/Retail DSM-EE Subcommittee Meeting Minutes Links
April 30, 2011

APPENDIX B – WEQ/RETAIL DSM EE SUBCOMMITTEE MEETING MINUTES LINKS
DATE OF MEETING

MEETING LOCATION

MEETING MINUTES

NUMBER OF
PARTICIPANTS

April 16, 2009

DSM-EE Working Group 3 Meeting – WEQ, Austin, TX
Hosted by ERCOT at the ERCOT Met Center

Meeting Notes:
http://www.naesb.org/pdf4/dsmee_group3_041609mn.doc

12

May 18, 2009

DSM-EE Working Group 3 Meeting – WEQ
Conference Call with Web Conferencing

Meeting Notes:
http://www.naesb.org/pdf4/dsmee_group3_051809mn.doc

11

May 29, 2009

DSM-EE Meeting, Richmond, VA
Hosted by Dominion

Meeting Minutes:
http://www.naesb.org/pdf4/dsmee052909fm.doc

41

Attachment to Minutes:
http://www.nerc.com/filez/drdtf.html
June 10, 2009

DSM-EE Working Group 3 Meeting – WEQ, Boston, MA
Hosted by EnerNOC

Meeting Notes:
http://www.naesb.org/pdf4/dsmee_group3_061009mn.doc

15

Attachments to Notes:
http://www.naesb.org/pdf4/dsmee_group3_061009a1.doc
http://www.naesb.org/pdf4/dsmee_group3_061009a2.doc
June 17, 2009

DSM-EE Working Group 3 Meeting – WEQ
Conference Call with Web Conferencing

Meeting Notes:
http://www.naesb.org/pdf4/dsmee_group3_061709mn.doc

16

July 1, 2009

DSM-EE Working Group 3 Meeting – WEQ
Conference Call with Web Conferencing

Meeting Notes:
http://www.naesb.org/pdf4/dsmee_group3_070109mn.doc

12

Attachment to Notes:
http://www.naesb.org/pdf4/dsmee_group3_070109a1.doc
July 9, 2009

DSM-EE REQ and WEQ Scoping Task Force
Conference Call with Web Conferencing

Meeting Notes:
http://www.naesb.org/pdf4/dsmee_scoping_070909mn.doc

21

July 15, 2009

DSM-EE Working Group 3 Meeting – WEQ
Conference Call with Web Conferencing

Meeting Notes:
http://www.naesb.org/pdf4/dsmee_group3_071509mn.doc

14

Appendix B, Page 1

Report of the North American Energy Standards Board – Enclosures
NAESB Wholesale Electric Quadrant DSM-EE Standards
Appendix B: WEQ/Retail DSM-EE Subcommittee Meeting Minutes Links
April 30, 2011
APPENDIX B – WEQ/RETAIL DSM EE SUBCOMMITTEE MEETING MINUTES LINKS
DATE OF MEETING

MEETING LOCATION

MEETING MINUTES

July 22, 2009

DSM-EE REQ and WEQ Scoping Task Force
Request for Comments due August 3, 2009

Request for Comments due August 3, 2009:
http://www.naesb.org/pdf4/dsmee_scoping_072209reqcom.doc
Comments Submitted by Midwest ISO:
http://www.naesb.org/pdf4/dsmee_scoping_072209miso.doc
Comments Submitted by NEEP
http://www.naesb.org/pdf4/dsmee_scoping_072209neep.doc

July 29, 2009

DSM-EE Meeting, Carmel, IN
Hosted by ACES Power

Meeting Minutes:
http://www.naesb.org/pdf4/dsmee072909fm.doc

NUMBER OF
PARTICIPANTS

23

Attachment to Minutes:
http://www.naesb.org/pdf4/dsmee072909motions.doc
August 6, 2009

DSM-EE REQ and WEQ Scoping Task Force
Conference Call with Web Conferencing

Meeting Notes:
http://www.naesb.org/pdf4/dsmee_scoping_080609mn.doc

21

Attachments to Notes:
http://www.naesb.org/pdf4/dsmee_scoping_080609a1.doc
http://www.naesb.org/pdf4/dsmee_scoping_080609a2.doc
http://www.naesb.org/pdf4/dsmee_scoping_080609a3.doc
September 17, 2009

DSM-EE Working Group 3 Meeting – WEQ
Conference Call with Web Conferencing

Meeting Notes:
http://www.naesb.org/pdf4/dsmee_group3_091709mn.doc

12

Attachment to Notes:
http://www.naesb.org/pdf4/dsmee_group3_091709a1.pdf
September 30, 2009

DSM-EE Meeting, Austin, TX
Hosted by ERCOT

Meeting Minutes
http://www.naesb.org/pdf4/dsmee093009dm.doc

42

Attachments to Minutes:
http://www.naesb.org/pdf4/dsmee093009motions.doc
http://www.naesb.org/pdf4/dsmee093009a1.ppt
http://www.naesb.org/pdf4/dsmee093009a2.ppt
October 8, 2009

DSM-EE Working Group 3 Meeting – WEQ
Conference Call with Web Conferencing

Meeting Notes:
http://www.naesb.org/pdf4/dsmee_group3_100809mn.doc

20

October 22, 2009

DSM-EE Wholesale Demand Response Work Group
Conference Call with Web Conferencing

Meeting Notes:
http://www.naesb.org/pdf4/dsmee_group3_102209mn.doc

14

Appendix B, Page 2

Report of the North American Energy Standards Board – Enclosures
NAESB Wholesale Electric Quadrant DSM-EE Standards
Appendix B: WEQ/Retail DSM-EE Subcommittee Meeting Minutes Links
April 30, 2011
APPENDIX B – WEQ/RETAIL DSM EE SUBCOMMITTEE MEETING MINUTES LINKS
DATE OF MEETING

MEETING LOCATION

MEETING MINUTES

November 2, 2009

DSM-EE Meeting, Baltimore, MD
Hosted by BGE

Meeting Minutes:
http://www.naesb.org/pdf4/dsmee110209fm.doc

NUMBER OF
PARTICIPANTS
44

Attachment to Minutes:
http://www.naesb.org/pdf4/dsmee110209attach.pdf
November 19, 2009

DSM-EE Wholesale Demand Response Work Group
Conference Call with Web Conferencing

Meeting Notes:
http://www.naesb.org/pdf4/dsmee_group3_111909mn.doc

13

December 3, 2009

DSM-EE Wholesale Demand Response Work Group
Conference Call with Web Conferencing

Meeting Notes:
http://www.naesb.org/pdf4/dsmee_group3_120309mn.doc

20

December 17, 2009

DSM-EE Wholesale Demand Response Work Group
Conference Call with Web Conferencing

Meeting Notes:
http://www.naesb.org/pdf4/dsmee_group3_121709mn.doc

18

January 27, 2010

DSM-EE Wholesale/Retail Energy Efficiency Work Group
Conference Call with Web Conferencing

Meeting Notes:
http://www.naesb.org/pdf4/dsmee_joint_ee_012710mn.doc

24

January 28, 2010

DSM-EE Wholesale Demand Response Work Group
Conference Call with Web Conferencing

Meeting Notes:
http://www.naesb.org/pdf4/dsmee_group3_012810mn.doc

15

Attachment to Notes:
http://www.naesb.org/pdf4/dsmee_group3_012810a1.xls
February 25, 2010

DSM-EE Wholesale Demand Response Work Group
Conference Call with Web Conferencing

Meeting Notes:
http://www.naesb.org/pdf4/dsmee_group3_022510mn.doc

15

April 15, 2010

DSM-EE Wholesale/Retail Energy Efficiency Work Group
Conference Call with Web Conferencing

Meeting Notes:
http://www.naesb.org/pdf4/dsmee_joint_ee_041510mn.doc

15

April 23, 2010

DSM-EE Wholesale Demand Response Work Group
Conference Call with Web Conferencing

Meeting Notes:
http://www.naesb.org/pdf4/dsmee_group3_042310mn.doc

15

May 20, 2010

DSM-EE Meeting, Holyoke, MA
Hosted by ISO New England

Meeting Minutes:
http://www.naesb.org/pdf4/dsmee052010fm.doc

32

Appendix B, Page 3

Report of the North American Energy Standards Board – Enclosures
NAESB Wholesale Electric Quadrant DSM-EE Standards
Appendix B: WEQ/Retail DSM-EE Subcommittee Meeting Minutes Links
April 30, 2011
APPENDIX B – WEQ/RETAIL DSM EE SUBCOMMITTEE MEETING MINUTES LINKS
DATE OF MEETING

MEETING LOCATION

MEETING MINUTES

July 8, 2010

DSM-EE Joint Wholesale DR Work Group, Retail DR
Work Group and Retail Glossary Subcommittee
Conference Call with Web Conferencing

Meeting Notes:
http://www.naesb.org/pdf4/dsmee_group2_group3_retail_glossary070
810mn.doc

NUMBER OF
PARTICIPANTS
15

Attachments to Notes:
http://www.naesb.org/pdf4/dsmee_group2_group3_retail_glossary070
810a1.xls
http://www.naesb.org/pdf4/dsmee_group2_group3_retail_glossary070
810a2.doc
July 27, 2010

DSM-EE Meeting, Baltimore, MD
Hosted by BGE

Meeting Minutes:
http://www.naesb.org/pdf4/dsmee072710fm.doc

32

September 15, 2010

DSM-EE Wholesale Energy Efficiency Work Group
Conference Call with Web Conferencing

Meeting Notes:
http://www.naesb.org/pdf4/dsmee_wholesale_ee_091510mn.doc

7

September 15, 2010

DSM-EE Joint Wholesale DR Work Group, Retail DR
Work Group and Retail Glossary Subcommittee
Conference Call with Web Conferencing

Meeting Notes:
http://www.naesb.org/pdf4/dsmee_group2_group3_retail_glossary091
510mn.doc

8

Attachment to Notes:
http://www.naesb.org/pdf4/dsmee_group2_group3_retail_glossary091
510a1.xls
September 20, 2010

DSM-EE Wholesale Demand Response Work Group
Conference Call with Web Conferencing

Meeting Notes:

September 28, 2010

DSM-EE Meeting, Austin, TX
Hosted by ERCOT

Meeting Minutes:
http://www.naesb.org/pdf4/dsmee092810dm.doc

29

September 29, 2010

DSM-EE Joint Wholesale/Retail Energy Efficiency Work
Group Meeting, Austin, TX
Hosted by ERCOT

Meeting Notes:
http://www.naesb.org/pdf4/dsmee_joint_ee_092910mn.doc

15

Attachment to Notes:
http://www.naesb.org/pdf4/dsmee_joint_ee_092910a1.doc
http://www.naesb.org/pdf4/dsmee_joint_ee_092910a2.xls

Appendix B, Page 4

Report of the North American Energy Standards Board – Enclosures
NAESB Wholesale Electric Quadrant DSM-EE Standards
Appendix B: WEQ/Retail DSM-EE Subcommittee Meeting Minutes Links
April 30, 2011
APPENDIX B – WEQ/RETAIL DSM EE SUBCOMMITTEE MEETING MINUTES LINKS
DATE OF MEETING

MEETING LOCATION

MEETING MINUTES

September 30, 2010

DSM-EE Wholesale Demand Response Work Group
Request for Informal Comments due October 29, 2010

Request for Informal Comments due October 29, 2010:
http://www.naesb.org/pdf4/dsmee_group3_093010reqcom.doc
Attachments to Request for Comments:
http://www.naesb.org/pdf4/dsmee_group3_093010reqcom_a1.doc
http://www.naesb.org/pdf4/dsmee_group3_093010reqcom_a2.doc
Comments Submitted by California ISO, ERCOT, IESO, ISO New
England, Midwest ISO, New York ISO, PJM, SPP:
http://www.naesb.org/pdf4/dsmee_group3_093010_iso_rto_comment
s.doc
Redline Changes to Comments Submitted by California ISO, ERCOT,
IESO, ISO New England, Midwest ISO, New York ISO, PJM, SPP:
http://www.naesb.org/pdf4/dsmee_group3_093010_iso_rto_redline_c
hanges.doc
Late Comments - Submitted Southern California Edison:
http://www.naesb.org/pdf4/dsmee_group3_093010_sce_late.doc
Late Comments – EnerNOC:
http://www.naesb.org/pdf4/dsmee_group3_093010_enernoc_late.doc

October 8, 2010

DSM-EE Wholesale Energy Efficiency Work Group
Conference Call with Web Conferencing

Meeting Notes:
http://www.naesb.org/pdf4/dsmee_wholesale_ee_100810mn.doc

NUMBER OF
PARTICIPANTS

7

Attachment to Notes:
http://www.naesb.org/pdf4/dsmee_wholesale_ee_100810a1.doc

Appendix B, Page 5

Report of the North American Energy Standards Board – Enclosures
NAESB Wholesale Electric Quadrant DSM-EE Standards
Appendix B: WEQ/Retail DSM-EE Subcommittee Meeting Minutes Links
April 30, 2011
APPENDIX B – WEQ/RETAIL DSM EE SUBCOMMITTEE MEETING MINUTES LINKS
DATE OF MEETING

MEETING LOCATION

MEETING MINUTES

October 8, 2010

DSM-EE Wholesale Energy Efficiency Work Group
Request for Informal Comments due November 8, 2010

Request for Informal Comments due November 8, 2010:
http://www.naesb.org/pdf4/dsmee_wholesale_ee_100810reqcom.doc
Attachment to Request for Informal Comments:
http://www.naesb.org/pdf4/dsmee_wholesale_ee_100810reqcom_a1.d
oc
Comments Submitted by WPPI Energy:
http://www.naesb.org/pdf4/dsmee_wholesale_ee_100810wppi_energy
.pdf
Comments Submitted by Westar Energy:
http://www.naesb.org/pdf4/dsmee_wholesale_ee_100810westar.doc
Comments Submitted by EM&V Forum:
http://www.naesb.org/pdf4/dsmee_wholesale_ee_100810emv_forum.
doc
Comments Submitted by AESO, California ISO, ERCOT, IESO, ISO
New England, New Brunswick System Operator, Midwest ISO, New
York ISO, PJM, SPP:
http://www.naesb.org/pdf4/dsmee_wholesale_ee_100810_iso_rtos_co
mments.doc
Redlines Submitted by AESO, California ISO, ERCOT, IESO, ISO
New England, New Brunswick System Operator, Midwest ISO, New
York ISO, PJM, SPP:
http://www.naesb.org/pdf4/dsmee_wholesale_ee_100810_iso_rtos_re
dline.doc

October 22, 2010

DSM-EE Joint Wholesale DR Work Group, Retail DR
Work Group and Retail Glossary Subcommittee
Conference Call with Web Conferencing

Meeting Notes:
http://www.naesb.org/pdf4/dsmee_group2_group3_retail_glossary102
210mn.doc

NUMBER OF
PARTICIPANTS

11

Attachment to Notes:
http://www.naesb.org/pdf4/dsmee_group2_group3_retail_glossary102
210a1.xls

Appendix B, Page 6

Report of the North American Energy Standards Board – Enclosures
NAESB Wholesale Electric Quadrant DSM-EE Standards
Appendix B: WEQ/Retail DSM-EE Subcommittee Meeting Minutes Links
April 30, 2011
APPENDIX B – WEQ/RETAIL DSM EE SUBCOMMITTEE MEETING MINUTES LINKS
DATE OF MEETING

MEETING LOCATION

MEETING MINUTES

November 2, 2010

DSM-EE Joint Wholesale DR Work Group, Retail DR
Work Group and Retail Glossary Subcommittee
Conference Call with Web Conferencing

Meeting Notes:
http://www.naesb.org/pdf4/dsmee_group2_group3_retail_glossary110
210mn.doc

NUMBER OF
PARTICIPANTS
10

Attachment to Notes:
http://www.naesb.org/pdf4/dsmee_group2_group3_retail_glossary110
210a1.xls
November 5, 2010

DSM-EE Wholesale Demand Response Work Group
Conference Call with Web Conferencing

Meeting Notes:
http://www.naesb.org/pdf4/dsmee_group3_110510mn.doc

November 12, 2010

DSM-EE Wholesale Demand Response Work Group
Conference Call with Web Conferencing

Meeting Notes:

November 15, 2010

DSM-EE Wholesale Energy Efficiency Work Group
Conference Call with Web Conferencing

Meeting Notes:
http://www.naesb.org/pdf4/dsmee_wholesale_ee_111510mn.doc

18

11

Attachment to Notes;
http://www.naesb.org/pdf4/dsmee_wholesale_ee_111510a1.doc
November 18, 2010

DSM-EE Wholesale Energy Efficiency Work Group
Conference Call with Web Conferencing

Meeting Notes:
http://www.naesb.org/pdf4/dsmee_wholesale_ee_111810mn.doc

14

Attachment to Notes:
http://www.naesb.org/pdf4/dsmee_wholesale_ee_111810a1.doc
December 1, 2010

DSM-EE, Richmond, VA
Hosted by Dominion Virginia Power

Meeting Minutes:
http://www.naesb.org/pdf4/dsmee120110dm.doc

25

January 24, 2011

DSM-EE Wholesale Demand Response Work Group
Conference Call with Web Conferencing

Meeting Notes:
http://www.naesb.org/pdf4/dsmee_group3_012411mn.doc

12

Attachment to Notes:
http://www.naesb.org/pdf4/dsmee_group3_012411a1.doc
http://www.naesb.org/pdf4/dsmee_group3_012411a2.doc

Appendix B, Page 7

Report of the North American Energy Standards Board – Enclosures
NAESB Wholesale Electric Quadrant DSM-EE Standards
Appendix B: WEQ/Retail DSM-EE Subcommittee Meeting Minutes Links
April 30, 2011
APPENDIX B – WEQ/RETAIL DSM EE SUBCOMMITTEE MEETING MINUTES LINKS
DATE OF MEETING

MEETING LOCATION

MEETING MINUTES

February 15, 2011

DSM-EE Wholesale Energy Efficiency Work Group
Conference Call with Web Conferencing

Meeting Notes:
http://www.naesb.org/pdf4/dsmee_wholesale_ee_021511mn.doc

NUMBER OF
PARTICIPANTS
10

Attachments to Notes:
http://www.naesb.org/pdf4/dsmee_wholesale_ee_021511a1.doc
http://www.naesb.org/pdf4/dsmee_wholesale_ee_021511a2.doc
http://www.naesb.org/pdf4/dsmee_wholesale_ee_021511a3.doc

Appendix B, Page 8

Report of the North American Energy Standards Board – Enclosures
NAESB Wholesale Electric Quadrant DSM-EE Standards
Appendix C: Executive Committee Meeting Minutes, Comments, Voting Records Links and Availability of Transcripts
April 30, 2011
APPENDIX C – EXECUTIVE COMMITTEE MEETING MINUTES, COMMENTS, VOTING RECORDS LINKS AND AVAILABILITY OF TRANSCRIPTS
DATE

LINK TO EXECUTIVE COMMITTEE MINUTES AND
VOTING RECORDS

LINK TO COMMENTS

AVAILABILITY OF TRANSCRIPTS1

May 12, 2009

NAESB Executive Committee Meetings, Carmel, IN
WEQ EC Minutes:
http://www.naesb.org/pdf4/weq_ec051209fm.doc

No comments requested or provided relating to
the WEQ DSM-EE standards

Jill Vaughn, CSR - 281-853-6807

June 2, 2009

NAESB WEQ Executive Committee Single Topic Review
Session (Conference Call with Web Conferencing)
Meeting Notes:
http://www.naesb.org/pdf4/weq_ec060209mn.doc

No comments requested or provided relating to
the WEQ DSM-EE standards

No transcripts provided for review session

June 8, 2009

NAESB WEQ Executive Committee Single Topic Conference
Call with Web Conferencing
Meeting Minutes:
http://www.naesb.org/pdf4/weq_ec060809fm.doc

No comments requested or provided relating to
the WEQ DSM-EE standards

Jill Vaughn, CSR - 281-853-6807

August 18, 2009

NAESB Executive Committee Meetings, Colorado Springs,
CO
WEQ EC Minutes:
http://www.naesb.org/pdf4/weq_ec081809fm.doc

No comments requested or provided relating to
the WEQ DSM-EE standards

Jill Vaughn, CSR - 281-853-6807

October 27, 2009

NAESB Executive Committee Meetings, Richmond, VA
WEQ EC Minutes:
http://www.naesb.org/pdf4/weq_ec102709fm.doc

No comments requested or provided relating to
the WEQ DSM-EE standards

Jill Vaughn, CSR - 281-853-6807

December 3, 2009

NAESB Executive Committee Single Topic Conference Call
with Web Conferencing
Meeting Minutes:
http://www.naesb.org/pdf4/weq_ec120309fm.doc

DSM-EE WEQ Phase 2

Jill Vaughn, CSR - 281-853-6807

February 2, 2010

NAESB Executive Committee Meetings, Phoenix, AZ
WEQ EC Minutes:
http://www.naesb.org/pdf4/weq_ec020210fm.doc

No comments requested or provided relating to
the WEQ DSM-EE standards

Jill Vaughn, CSR - 281-853-6807

May 4, 2010

NAESB Executive Committee Meetings, Harrisburg, PA
WEQ EC Minutes:
http://www.naesb.org/pdf4/weq_ec050410fm.doc

No comments requested or provided relating to
the WEQ DSM-EE standards

Jill Vaughn, CSR – 281-853-6807

1
The Federal Energy Regulatory Commission and other regulatory agencies may contact the NAESB office to obtain electronic copies of the transcripts. All others can contact the transcription
service and order the transcripts for a nominal fee.

Appendix C, Page 1

Report of the North American Energy Standards Board – Enclosures
NAESB Wholesale Electric Quadrant DSM-EE Standards
Appendix C: Executive Committee Meeting Minutes, Comments, Voting Records Links and Availability of Transcripts
April 30, 2011
APPENDIX C – EXECUTIVE COMMITTEE MEETING MINUTES, COMMENTS, VOTING RECORDS LINKS AND AVAILABILITY OF TRANSCRIPTS
DATE

LINK TO EXECUTIVE COMMITTEE MINUTES AND
VOTING RECORDS

LINK TO COMMENTS

AVAILABILITY OF TRANSCRIPTS1

June 4, 2010

NAESB Joint WEQ/WGQ Executive Committee Single Topic
Conference Call with Web Conferencing
Meeting Minutes:
http://www.naesb.org/pdf4/weq_wgq_ec060410fm.doc

No comments requested or provided relating to
the WEQ DSM-EE standards

Jill Vaughn, CSR – 281-853-6807

June 7, 2010

NAESB Joint WEQ/REQ Executive Committee Single Topic
Review Session (Conference Call with Web Conferencing)
Meeting Minutes:
http://www.naesb.org/pdf4/weq_req_ec060710mn.doc

No comments requested or provided relating to
the WEQ DSM-EE standards

No transcripts provided for review session

June 16, 2010

NAESB Joint WEQ/REQ Executive Committee Single Topic
Conference Call with Web Conferencing
Meeting Minutes:
http://www.naesb.org/pdf4/weq_req_ec061610fm.doc

No comments requested or provided relating to
the WEQ DSM-EE standards

Jill Vaughn, CSR – 281-853-6807

July 7, 2010

NAESB WEQ Executive Committee Meeting, Dallas, TX
Meeting Minutes:
http://www.naesb.org/pdf4/weq_ec070710fm.doc

No comments requested or provided relating to
the WEQ DSM-EE standards

Jill Vaughn, CSR – 281-853-6807

August 17, 2010

NAESB Executive Committee Meetings, Colorado Springs,
CO
WEQ EC Minutes:
http://www.naesb.org/pdf4/weq_ec081710fm.doc

No comments requested or provided relating to
the WEQ DSM-EE standards

Agren Blando Court Reporting – 303-2960017

October 22, 2010

NAESB Joint WEQ/REQ Executive Committee Single Topic
Conference Call with Web Conferencing
Meeting Minutes:
http://www.naesb.org/pdf4/weq_req_ec102210fm.doc

No comments requested or provided relating to
the WEQ DSM-EE standards

Jill Vaughn, CSR – 281-853-6807

October 26, 2010

NAESB Executive Committee Meetings, Richmond, VA
WEQ EC Minutes:
http://www.naesb.org/pdf4/weq_ec102610fm.doc

No comments requested or provided relating to
the WEQ DSM-EE standards

Jill Vaughn, CSR – 281-853-6807

December 6, 2010

NAESB WEQ Executive Committee Notational Ballot due
December 20, 2010
Results:
http://www.naesb.org/pdf4/weq_ec120610ballot_results.doc

Harmonization of Defined Terms

No transcripts provided as this was not a
meeting – it was a notational ballot.

December 8, 2010

Request for Formal Comments due January 14, 2011:

Request for Formal Comments due January 14,
2011:

No transcripts provided as this was not a

Appendix C, Page 2

Report of the North American Energy Standards Board – Enclosures
NAESB Wholesale Electric Quadrant DSM-EE Standards
Appendix C: Executive Committee Meeting Minutes, Comments, Voting Records Links and Availability of Transcripts
April 30, 2011
APPENDIX C – EXECUTIVE COMMITTEE MEETING MINUTES, COMMENTS, VOTING RECORDS LINKS AND AVAILABILITY OF TRANSCRIPTS
DATE

LINK TO EXECUTIVE COMMITTEE MINUTES AND
VOTING RECORDS

LINK TO COMMENTS

AVAILABILITY OF TRANSCRIPTS1

http://www.naesb.org/pdf4/weq_120810_reqcom.doc

http://www.naesb.org/pdf4/weq_120810_reqcom.
doc
WEQ Standards Review Subcommittee:
http://www.naesb.org/pdf4/weq_120810_weqsrs_
4a4b_memo.doc
Recommendation Redline to Comments
Submitted by WEQ Standards Review
Subcommittee:
http://www.naesb.org/pdf4/weq_120810_weqsrs_
4a4b.doc
Northeast Utilities:
http://www.naesb.org/pdf4/weq_011411_northeas
t_utilities.doc
Duke Energy:
http://www.naesb.org/pdf4/weq_120810_duke_en
ergy.doc
ISO/RTOs – ERCOT, IESO, ISO-NE, Midwest
ISO, NYISO, PJM, SPP, CAISO:
http://www.naesb.org/pdf4/weq_120810_iso_rtos
_4a4b.doc
EnerNOC:
http://www.naesb.org/pdf4/weq_120810_enernoc.
pdf
Energy Curtailment Specialists, Inc.:
http://www.naesb.org/pdf4/weq_120810_ecs_4a4
b.pdf
Late Comments – Southern California Edison:
http://www.naesb.org/pdf4/weq_120810_sce_4a4
b_late.doc
Late Comments – Northeast Utilities:
http://www.naesb.org/pdf4/weq_011411_northeas
t_utilities_late.doc
Late Comments – Wholesale DR Work Group:
http://www.naesb.org/pdf4/weq_011411_dsmee_g

meeting – it was a request for comments.

Recommendation WEQ 2010 Annual Plan Items 4a and 4b –
Review and develop business practice standards to support DR
and DSM-EE programs (DR Phase 2):
Redline:
http://www.naesb.org/pdf4/weq_2010_api_4a_4b_rec_redline.
doc
Clean:
http://www.naesb.org/pdf4/weq_2010_api_4a_4b_rec_clean.d
oc

Appendix C, Page 3

Report of the North American Energy Standards Board – Enclosures
NAESB Wholesale Electric Quadrant DSM-EE Standards
Appendix C: Executive Committee Meeting Minutes, Comments, Voting Records Links and Availability of Transcripts
April 30, 2011
APPENDIX C – EXECUTIVE COMMITTEE MEETING MINUTES, COMMENTS, VOTING RECORDS LINKS AND AVAILABILITY OF TRANSCRIPTS
DATE

LINK TO EXECUTIVE COMMITTEE MINUTES AND
VOTING RECORDS

LINK TO COMMENTS

AVAILABILITY OF TRANSCRIPTS1

roup3_late.doc
December 8, 2011

Request for Formal Comments due January 14, 2011:
http://www.naesb.org/pdf4/weq_120810_reqcom.doc
Recommendation WEQ 2010 Annual Plan Item 4d – Business
Practice Standards for Measurement Verification of Energy
Efficiency Products:
Redline:
http://www.naesb.org/pdf4/weq_2010_api_4d_rec_redline.doc
Clean:
http://www.naesb.org/pdf4/weq_2010_api_4d_rec_clean.doc

Request for Formal Comments due January 14,
2011:
http://www.naesb.org/pdf4/weq_120810_reqcom.
doc
WEQ Standards Review Subcommittee:
http://www.naesb.org/pdf4/weq_120810_weqsrs_
4d_memo.doc
Recommendation Redline to Comments - WEQ
Standards Review Subcommittee:
http://www.naesb.org/pdf4/weq_120810_weqsrs_
4d.doc
ISO/RTOS - ERCOT, IESO, ISO-NE, Midwest
ISO, NYISO, PJM, SPP, CAISO:
http://www.naesb.org/pdf4/weq_120810_iso_rtos
_4d.doc
Recommendation Redlines to Comments ISO/RTOS - ERCOT, IESO, ISO-NE, Midwest
ISO, NYISO, PJM, SPP, CAISO:
http://www.naesb.org/pdf4/weq_120810_iso_rtos
_4d_redline.doc
Late Comments - Southern California Edison:
http://www.naesb.org/pdf4/weq_120810_sce_4d_l
ate.doc

No transcripts provided as this was not a
meeting – it was a request for comments.

Late Comments - Northeast Utilities:
http://www.naesb.org/pdf4/weq_011411_northeas
t_utilities_late.doc
Late Comments - NEEP:
http://www.naesb.org/pdf4/weq_120810_neep_4d
_late.doc
Late Comments - Cadmus Group:
http://www.naesb.org/pdf4/weq_120810_cadmus_

Appendix C, Page 4

Report of the North American Energy Standards Board – Enclosures
NAESB Wholesale Electric Quadrant DSM-EE Standards
Appendix C: Executive Committee Meeting Minutes, Comments, Voting Records Links and Availability of Transcripts
April 30, 2011
APPENDIX C – EXECUTIVE COMMITTEE MEETING MINUTES, COMMENTS, VOTING RECORDS LINKS AND AVAILABILITY OF TRANSCRIPTS
DATE

LINK TO EXECUTIVE COMMITTEE MINUTES AND
VOTING RECORDS

LINK TO COMMENTS

AVAILABILITY OF TRANSCRIPTS1

group_4d_late.doc
Additional Late Comments - Northeast Utilities:
http://www.naesb.org/pdf4/weq_120810_northeas
t_utilities_4d_late_additional.doc
Late Comments - ERS:
http://www.naesb.org/pdf4/weq_120810_ers_4d_l
ate.doc
Late Comments - National Grid:
http://www.naesb.org/pdf4/weq_120810_ngrid_4
d_late.pdf
Late Comments - SBW Consulting:
http://www.naesb.org/pdf4/weq_120810_sbw_4d
_late.pdf
Late Comments - DMI:
http://www.naesb.org/pdf4/weq_120810_dmi_4d_
late.pdf
Additional Late Comments - Southern California
Edison:
http://www.naesb.org/pdf4/weq_120810_sce_4d_l
ate_additional.doc
Late Comments - WEQ EE Work Group Redlined Recommendation:
http://www.naesb.org/pdf4/weq_120810_weq_ee_
workgroup_4d_late_rec_redline.doc

Appendix C, Page 5

Report of the North American Energy Standards Board – Enclosures
NAESB Wholesale Electric Quadrant DSM-EE Standards
Appendix C: Executive Committee Meeting Minutes, Comments, Voting Records Links and Availability of Transcripts
April 30, 2011
APPENDIX C – EXECUTIVE COMMITTEE MEETING MINUTES, COMMENTS, VOTING RECORDS LINKS AND AVAILABILITY OF TRANSCRIPTS
DATE

LINK TO EXECUTIVE COMMITTEE MINUTES AND
VOTING RECORDS

LINK TO COMMENTS

AVAILABILITY OF TRANSCRIPTS1

Late Comments - WEQ EE Work Group - Clean
Recommendation:
http://www.naesb.org/pdf4/weq_120810_weq_ee_
workgroup_4d_late_rec_clean.doc
Late Comments Navigant Consulting:
http://www.naesb.org/pdf4/weq_120810_navigant
_4d_late.pdf
Late Comments Midwest ISO:
http://www.naesb.org/pdf4/weq_120810_miso_4d
_late.doc
Late Comments KEMA:
http://www.naesb.org/pdf4/weq_120810_kema_4
d_late.doc
Late Comments Submitted by EVO:
http://www.naesb.org/pdf4/weq_120810_evo_4d_
late.doc
February 1, 2011

NAESB Executive Committee Meetings, Phoenix, AZ
WEQ EC Minutes:
http://www.naesb.org/pdf4/weq_ec020111dm.doc

Recommendation as revised by the WEQ
Executive Committee on 02-01-11 and approved
via notational ballot on 02-18-11:
http://www.naesb.org/pdf4/weq_ec020111a1.doc

Jill Vaughn, CSR – 281-853-6807

March 21, 2011

NAESB Joint WEQ Executive Committee Single Topic
Conference Call with Web Conferencing
Meeting Minutes:
http://www.naesb.org/pdf4/weq_ec032111dm.doc

Recommendation as revised by the WEQ
Executive Committee on 03-21-11 and approved
via notational ballot on 04-08-11:

Jill Vaughn, CSR – 281-853-6807

Notational Ballot Results:
http://www.naesb.org/pdf4/weq_ec032511ballot_results.doc
March 25, 2011

NAESB WEQ Executive Committee Notational Ballot due
April 8, 2011
Results:
http://www.naesb.org/pdf4/weq_ec032511ballot_results.doc

Redline:
http://www.naesb.org/pdf4/weq_ec032111a1.doc
Clean:
http://www.naesb.org/pdf4/weq_ec032111a2.doc
MC11009: Minor Correction to Diagram for
Meter Before/Meter After Definition (WEQ-000):

No transcripts provided as this was not a
meeting – it was a notational ballot.

http://www.naesb.org/pdf4/weq_mc11009.doc

Appendix C, Page 6

Report of the North American Energy Standards Board – Enclosures
NAESB Wholesale Electric Quadrant DSM-EE Standards
Appendix D: Links to Ratification Ballot and Ratification Results
April 30, 2011
APPENDIX D – RATIFICATION BALLOT AND RATIFICATION RESULTS
DATE OF
RATIFICATION

RATIFICATION BALLOT

RESULTS

FINAL ACTIONS

March 21, 2011

Ratification Ballot due March 21, 2011:
http://www.naesb.org/member_login_form.asp?doc=weq_rat021811bal
lot.doc

Ratification Tally:
http://www.naesb.org/member_login_c
heck.asp?doc=rat_weq032111tally.xls

Recommendation: 2010 WEQ Annual Plan Item 4(a) and 4(b) Review
and develop business practice standards to support DR and DSM-EE
programs as approved by the WEQ Executive Committee on February
18, 2011:
http://www.naesb.org/member_login_form.asp?doc=weq_rat021811_2
010_weq_api_4a_4b_rec.doc

Comments submitted by Midwest ISO:
http://www.naesb.org/pdf4/weq_rat032
111_miso.pdf

2010 WEQ Annual Plan Item 4(a) and 4(b) Final
Action - Review and develop business practice
standards to support DR and DSM-EE programs:
http://www.naesb.org/member_login_form.asp?doc=f
a_2010_weq_api_4a_4b.doc

Ratification Ballot due May 13, 2011:
http://www.naesb.org/member_login_form.asp?doc=weq_rat041311bal
lot.doc

Ratification period ends May 13, 2011

May 13, 2011

Recommendation: 2010 WEQ Annual Plan Item 4(d) - Business
Practice Standards for Measurement and Verification of Energy
Efficiency Products as approved by the WEQ Executive Committee via
notational ballot on April 8, 2011:
http://www.naesb.org/member_login_form.asp?doc=weq_rat041311_2
010_weq_api_4d_rec.doc

2010 WEQ Annual Plan Item 4(d) Final Action Business Practice Standards for Measurement and
Verification of Energy Efficiency Products:
Ratification period ends May 13, 2011

Appendix D, Page 1

20110503-5013 FERC PDF (Unofficial) 5/2/2011 6:13:15 PM
Report of the North American Energy Standards Board – Enclosures
NAESB Wholesale Electric Quadrant DSM-EE Standards
Appendix E: 2009 Wholesale Electric Quadrant Annual Plan
April 30, 2011
NORTH AMERICAN ENERGY STANDARDS BOARD
NAESB 2009 WEQ Annual Plan as Approved by the Board on December 10, 2009
Item Description
1

Completion1

Assignment2, 3

Develop business practices standards as needed to complement reliability standards
Develop business practice standards to support and complement NERC reliability standards, NERC policies and NERC
standards authorization requests (SARs) using the NERC/NAESB Coordination Joint Standards Development Process as
appropriate. Current NAESB activities underway to develop business practice standards that are supportive of this annual
plan item are:
a)

Develop business practices to support Coordinate Interchange – R05020 “Include a
guideline for rounding schedules with partial MWh's in the coordinate interchange
business practice WEQ BPS-002-000” the rounding standard recommendation

3rd Q, 2009

JESS

Status: Completed. Recommendation was voted out of the JESS on September 2,
2009. Formal comment period closed on October 8, 2009.
b)

Continuous support of TLR Procedure in alignment with NERC efforts on TLR Phase II and Phase III development.
i)

Parallel Flow Visualization/Mitigation for Reliability Coordinators in the
Eastern Interconnection.

2010

BPS

Note: Activity is dependent on NERC approval of SAR expected in 2nd Q,
2009. Upon approval of the SAR and NAESB action on this item, consideration
should be given to provisional item 4.
Status: Started
ii)

Update WEQ-008 Appendix D to include the Market Flow Threshold
Percentage recommended by NERC working group/task force

3rd Q, 2009

BPS

Status: Completed. The WEQ BPS voted a minor correction out of
subcommittee on August 12, 2009
c)

Conduct analysis as to whether standards can be developed which outline a
standardized process for the coordination and execution of emergency energy
schedules. These would be complementary standards to EOP-002-2 Requirements R4
and R6 (SRS Analysis of EOP-002-2 R4 & R6)

1st Q, 2009

JESS

Status: Completed and as a result item (3)(a)(viii) has been added to the plan
d)

Time Error and Inadvertent (BAL-004 and BAL-006) Coordination with NERC

TBD

TIMTF

TBD

TIMTF

Status: Monitor. (Upon initiation of this item by NAESB. a completion date will be
determined. Based on discussions with NERC staff regarding the Balancing Authority
Controls Standards Drafting Team’s timeline the completion date has been changed to
TBD.)
e)

DCS and AGC (BAL-002 and BAL-005) Coordination with NERC
Status Monitor. (Upon initiation of this item by NAESB. a completion date will be
determined. Based on discussions with NERC staff regarding the Balancing Authority
Controls Standards Drafting Team’s timeline the completion date has been changed to
TBD.)

Appendix E, Page 1

20110503-5013 FERC PDF (Unofficial) 5/2/2011 6:13:15 PM
Report of the North American Energy Standards Board – Enclosures
NAESB Wholesale Electric Quadrant DSM-EE Standards
Appendix E: 2009 Wholesale Electric Quadrant Annual Plan
April 30, 2011
NORTH AMERICAN ENERGY STANDARDS BOARD
NAESB 2009 WEQ Annual Plan as Approved by the Board on December 10, 2009
Item Description
2

Completion1

Assignment2, 3

Develop business practice standards in support of the FERC RM05-25-000 and RM05-17-000 (OATT Reform)
a)

Develop version 2 business practice standards to better coordinate the use of the transmission system among neighboring
transmission providers. Such business practice standards would be based on recommendations from NERC's Long Term
ATC/AFC Task Force and would involve revised procedures for the ATC calculation and/or revised protocols as
determined by the final order.
Status: Underway
Development is using joint standards development process with NERC. Request R050004 was expanded to include the
Order No. 890 (Docket Nos. RM05-25-000 and RM05-17-000) and Order No. 890-A (Docket Nos. RM05-17-001, 002
and RM05-25-001, 002), “Preventing Undue Discrimination and Preference in Transmission Services,” issued April 11,
2007).
i)

Group 3: Network Service On OASIS
1.

Use of OASIS to Make Electronic Requests to Designate and Terminate
Network Resource

1st Q, 2010

OASIS

1st Q, 2010

OASIS

1st Q, 2010

OASIS

1st Q, 2010

OASIS

1st Q, 2010

OASIS

1st Q, 2010

OASIS

1st Q, 2010

OASIS

1st Q, 2010

OASIS

Status: Underway
2.

Ability to Query Requests to Designate and Terminate Network
Resources and Allow for Queries of All Information Provided with
Designation Requests
Status: Underway

3.

Masking of Designated Network Resource Operating Restrictions and
Generating Cost Information
Status: Underway

4.

Procedural Requirements for Submitting Designations over new OASIS
Functionality
Status: Underway

5.

Specify How Designated Network Service Informational Postings are
Posted on OASIS
Status: Underway

6.

Develop standards for the treatment of OASIS Requests when the
Customer Fails to Provide the Necessary Attestation
Status: Underway

7.

Procedural Requirements for Submitting Both Temporary and Indefinite
Terminations of Network Resources
Status: Underway

8.

Procedures for Submitting and Processing Requests for Concomitant
Evaluations of Transmission Requests and Temporary Terminations
Status: Underway

Appendix E, Page 2

20110503-5013 FERC PDF (Unofficial) 5/2/2011 6:13:15 PM
Report of the North American Energy Standards Board – Enclosures
NAESB Wholesale Electric Quadrant DSM-EE Standards
Appendix E: 2009 Wholesale Electric Quadrant Annual Plan
April 30, 2011
NORTH AMERICAN ENERGY STANDARDS BOARD
NAESB 2009 WEQ Annual Plan as Approved by the Board on December 10, 2009
Item Description
ii)

Completion1

Assignment2, 3

Group 4: Pre-Emption; Request No. R05019; and Revisions to Standard 9.7
1.

Pre-Emption

3rd Q, 2010

OASIS

3rd Q, 2010

OASIS

2nd Q, 2009

OASIS

2nd Q, 2010

OASIS

2nd Q, 2010

OASIS

2nd Q, 2010

OASIS

4th Q, 2010

OASIS

4th Q, 2010

OASIS

4th Q, 2010

OASIS

Status: Not Started
2.

Request No. R05019
Status: Not Started

3.

Modify WEQ-001-9.7 Rollover Rights for Redirect on a Firm Basis
Status: Completed

iii)

Group 5: Paragraph 1377 – Group 5 work should precede group 4 work
1.

Paragraph 1377
Status: Not Started

2.

Re-Bid Of Partial Service across Multiple Transmission Providers’
Systems
Status: Not Started

3.

Group DNR requests from a system with point-to-point requests on other
systems for synchronization
Status: Not Started

iv)

Group 6: Miscellaneous (Paragraphs 1390 and 1627 of Order 890)
1.

Paragraph 1390 of Order 890
Status: Not Started

2.

Paragraphs 1627 of Order 890
Status: Not Started

3.

Redispatch Cost Posting to allow for posting of third party offers of
planning redispatch services.
Status: Not Started

b)

Develop the needed business practices as companion to the NERC standards for ATC related efforts
i)

Develop standards to support existing Request No. R05004.
1.

The processing of transmission service requests, which use
TTC/ATC/AFC, in coordination with NERC changes to MOD 001 where
the allocation of flowgate capability based on historical Network Native
Load impacts the evaluation of transmission service requests, requiring
the posting of those allocation values in conjunction with queries of
service offerings on OASIS

1st Q, 2010

OASIS

Status: Underway

Appendix E, Page 3

20110503-5013 FERC PDF (Unofficial) 5/2/2011 6:13:15 PM
Report of the North American Energy Standards Board – Enclosures
NAESB Wholesale Electric Quadrant DSM-EE Standards
Appendix E: 2009 Wholesale Electric Quadrant Annual Plan
April 30, 2011
NORTH AMERICAN ENERGY STANDARDS BOARD
NAESB 2009 WEQ Annual Plan as Approved by the Board on December 10, 2009
Item Description
3

Completion1

Assignment2, 3

Develop business practices standards to improve the current operation of the wholesale electric market and develop
and maintain business practice and communication standards for OASIS and Electronic Scheduling
a)

Develop and/or maintain business practice standards as needed for OASIS and electronic scheduling. Specific items to
address include:
i)

Network Services: Determine and develop needed business practice standards
or other support is needed to support use of OASIS for Network Service
transactions (R04006E). (Related to AP 2(a)(iii))

1st Q, 2010

OASIS

Status: Underway
ii)

Registry (TSIN): Determine and develop needed business practice standards to support the registry functions
currently supported by NERC (R04037, R06027).
1.

Work with the NAESB counsel to develop a confidentiality agreement,
(R07013)

4th Q, 2009

JESS

2010

NAESB/NER
C
Administratio
n, JESS

2011

OASIS

Status: Completed
2.

Transition the TSIN Registry from NERC to NAESB as the enhanced
Electric Industry Registry (EIR), (R06027).
Status: Underway

iii)

Document procedures used to implement the displacement/interruption terms of
the Pro Forma tariff (R05019).
Status: Deleted as a duplicate of 2009 AP item 2.a.ii.2

iv)

Make remaining incremental enhancements to OASIS as an outgrowth of the NAESB March 29, 2005
conference on the future of OASIS (R05026).
Scoping statement completed by SRS and assignments made to BPS and OASIS.
1.

Eliminate Masking of TSR tag source and sink when requested status is
denied, withdrawn refused, displaced, invalid, declined, annulled or
retracted

2011

OASIS

2011

OASIS

2011

OASIS

Status: Not Started
2.

Initiate standard that eliminates the disparity of posting “sensitive”
information. This standard should also include procedures of user
certification that allows access to this class of information.
Status: Underway (upon further development of this item by NAESB, a
completion date will be determined)

3.

Enhance the TSR result postings to allow showing of (i) limiting
transmission elements and (ii) available generation dispatch options that
would allow acceptance of reservation request.
Status: Not Started (upon initiation of this item by NAESB, a
completion date will be determined)

Appendix E, Page 4

20110503-5013 FERC PDF (Unofficial) 5/2/2011 6:13:15 PM
Report of the North American Energy Standards Board – Enclosures
NAESB Wholesale Electric Quadrant DSM-EE Standards
Appendix E: 2009 Wholesale Electric Quadrant Annual Plan
April 30, 2011
NORTH AMERICAN ENERGY STANDARDS BOARD
NAESB 2009 WEQ Annual Plan as Approved by the Board on December 10, 2009
Item Description
v)

Develop, coordinate interoperability testing, and implement e-Tag version 1.8.1

Completion1

Assignment2, 3

1st Q, 2010

JESS

1st Q, 2009

JESS

3rd Q, 2009

JESS

2010

JESS

Status: Underway – 20090716 discussed rough time frames laid out needs test
plans drafted
vi)

Transition e-Tag Specification and schema to NAESB
Status: Complete. Version 1.8.1 will be identified as the NAESB Electronic
Tagging Functional Specification

vii)

Review and correct the WEQ-004 Coordinate interchange Business Practice
Standard as noted during the development of the e-Tag 1.8 development
process.
Status: Completed. Recommendation was voted out of the JESS on September
2, 2009. Formal comment period closed on October 8, 2009.

viii)

Review and correct WEQ-004 Coordinate Interchange Business Practice
Standard as needed based on activities in NERC Project 2008-12, Coordinate
Interchange Standards Revisions and supporting EOP-002-2 R4 and R6. [note:
this is a new item]
Status: Not started – dependent on NERC activity (upon initiation of this item
by NAESB, a completion date will be determined)

b)

Develop and/or maintain standard communication protocols and cyber-security business practices as needed.
i)

Develop PKI certification program for e-Tag and OASIS

2010

Board
Certification
Program
Committee

2011

OASIS

TBD –
dependent on
item above
(i) and EIR

JESS

2009

NAESB Staff
with WEQ
support

1st Q, 2009

BPS

Status: Not Started (upon initiation of this item by NAESB, a completion date
will be determined)
ii)

Develop PKI standards for OASIS.
Status: Not Started (upon initiation of this item by NAESB, a completion date
will be determined)

iii)

Develop Industry Implementation Plan for meeting PKI Standard requirements
for e-tagging.
Status: Underway. Full e-Tag implementation (server & client side) is linked
to the transition of the Registry from NERC to NAESB and NAESB
implementation. 20090716 – server-side certificate underway – change TSIN to
accept https URLs with a September 2009 target.

c)

Develop needed business practice standards for organization/company codes for
NAESB standards – and address current issues on the use of DUNs numbers.
Status: Underway (upon further development of this item by NAESB, a completion
date will be determined)
Common code usage is linked to the transition of the Registry from NERC to NAESB

d)

Develop business practice standards in support of FERC Order No. 717
Status: Completed

Appendix E, Page 5

20110503-5013 FERC PDF (Unofficial) 5/2/2011 6:13:15 PM
Report of the North American Energy Standards Board – Enclosures
NAESB Wholesale Electric Quadrant DSM-EE Standards
Appendix E: 2009 Wholesale Electric Quadrant Annual Plan
April 30, 2011
NORTH AMERICAN ENERGY STANDARDS BOARD
NAESB 2009 WEQ Annual Plan as Approved by the Board on December 10, 2009
Item Description
4

Completion1

Assignment2, 3

Review and develop business practices standards to Demand Response, Demand Side Management and Energy
Efficiency Programs
Review and develop needed model business practices for a standardized method for quantifying benefits, savings, cost
avoidance and/or the reduction in energy demand and usage derived from the implementation of demand side management
and energy efficiency programs. This effort will include demand side response, energy efficiency programs and metering,
including the 'curtailment service provider' program.
a)

Develop matrix and business practice standards for measurement and verification for
demand response products and services in ISO/RTO footprint areas.

4th Q, 2008

Status: Completed

b)

Develop more detailed technical standards for the measurement and verification of
demand response products and services in ISO-RTO footprint areas, including
examples to be developed to support item 4(a) above.

2010

Status: In Progress
c)

Develop preamble for business practice standards for measurement and verification for
demand response and energy efficiency programs.

Develop glossary for business practice standards

Joint
WEQ/REQ
DSM-EE
Subcommittee

Ongoing

Joint
WEQ/REQ
DSM-EE
Subcommittee

3rd Q, 2009

Retail Section
of Joint
WEQ/REQ
DSM-EE
Subcommittee

Combined
with 4g

WEQ
Section/Joint
WEQ/REQ
DSM-EE
Subcommittee

2010

WEQ
Section/Joint
WEQ/REQ
DSM-EE
Subcommittee

Status: Ongoing

e)

Support retail development of matrix and model business practice standards for
measurement and verification for demand response programs
Status: Completed

f)

Develop business practice standards to measure and verify energy reductions that are
made to comply with a Renewable Portfolio Standard that included energy efficiency
or a stand-alone Energy Efficiency Portfolio Standard.
Status: Upon further review, the task force has determined this work will be completed
under Annual Plan Item 4g.

g)

Develop business practice standards used to measure and verify reductions in energy
and demand from energy efficiency in wholesale and retail markets.1
Status: Underway (An estimated completion date will be established in 4th Q after the
new working group has been formalized)

WEQ Section
of the Joint
WEQ/REQ
DSM-EE
Subcommittee

3rd Q, 2009

Status: Completed

d)

WEQ Section
of the Joint
WEQ/REQ
DSM-EE
Subcommittee

1

Energy efficiency may be a wholesale product, such as capacity. Energy efficiency in retail markets may be from individual
energy efficiency measures at the project level or a portfolio of projects that make up an energy efficiency program.

Appendix E, Page 6

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Report of the North American Energy Standards Board – Enclosures
NAESB Wholesale Electric Quadrant DSM-EE Standards
Appendix E: 2009 Wholesale Electric Quadrant Annual Plan
April 30, 2011
NORTH AMERICAN ENERGY STANDARDS BOARD
NAESB 2009 WEQ Annual Plan as Approved by the Board on December 10, 2009
Item Description
h)

Develop business practice standards for cap and trade programs for green house gas
Status: Moved to Provisional Item 8. This item will not be addressed until Congress
has addressed pending legislation.

5

Completion1

Assignment2, 3

Moved to
Provisional
Item 8

Joint
WEQ/REQ
DSM-EE
Subcommittee

Maintain existing body of Version 2 standards
a)

Make consistency changes to Version 1.0 standards as directed by the WEQ Leadership Committee on December 12,
2007 (R08001 – BPS, OASIS, R08002 - OASIS, R08003 - OASIS - BPS, R08004, R08005 - OASIS)
1.

OASIS Consistency Changes (R08001, R08002, R08003, R08005)

2011

OASIS

3rd Q, 2009

WEQ BPS /

Status: Not Started (upon initiation of this item by NAESB, a completion date
will be determined)
2.

Gas / Electric Communication Consistency Changes (R08004)
Status: Completed. WEQ BPS coordinated recommendation with WGQ BPS.
WEQ BPS voted recommendation out of subcommittee on September 28,
2009.

b)

Modify NAESB definitions to address internal inconsistencies and inconsistencies
with the NERC glossary. Revise existing NAESB glossary/definition of terms to be
applicable to entire set of WEQ Business Practices.
(http://www.naesb.org/pdf3/weq_ec051308w3.doc)

WGQ BPS

4th Q, 2009

BPS/OASIS/S
RS/JESS Cochairs

1st Q, 2009

JESS

2011

OASIS

2nd Q, 2009

BPS jointly
with WGQ
BPS

Status: Completed
Subcommittee co-chairs are developing WEQ-000 Definition of Terms/Acronyms to
replace definitions being included in each NAESB Business Practice.
c)

Develop standards to allow for registered Market Operators to request changes to the
Market Level profile of Implemented Interchange (R06006)
Status: Complete

d)

Consistent with ¶51 of FERC Order No. 890-A, add AFC and TFC values to the
“System_Attribute” data element of the NAESB Standard WEQ-003: OASIS S&CP
Data Dictionaries. (R08011)
Status: Not Started
This Standards Request was assigned to the OASIS in May 2008.

e)

Provide for Enhanced Granularity for Public Utilities in Identifying Critical
Operational Flow Orders. (R08020)
Status: WEQ Complete/WGQ In Progress. This Standards Request was assigned to
the BPS in August 2008 (upon initiation of this item by NAESB, a completion date
will be determined)

Appendix E, Page 7

20110503-5013 FERC PDF (Unofficial) 5/2/2011 6:13:15 PM
Report of the North American Energy Standards Board – Enclosures
NAESB Wholesale Electric Quadrant DSM-EE Standards
Appendix E: 2009 Wholesale Electric Quadrant Annual Plan
April 30, 2011
NORTH AMERICAN ENERGY STANDARDS BOARD
NAESB 2009 WEQ Annual Plan as Approved by the Board on December 10, 2009
Item Description
f)

Synchronize Bidding Credit Requirements for FTR, TCC and CRR (R08025)
Posting of collateral is an important issue for financial marketers. Most financial
marketers and smaller entities are required to post cash for FTR transactions, while
most utilities post unsecured credit. Therefore, the timing for posting collateral is
especially crucial to financial marketers. There are two posting periods for FTRs:
1. The Bidding Requirement: Credit must be posted with FTR bids and these
monies are held until bids are cleared.

Completion1

Assignment2, 3

4th Q, 2009

SRS (Scoping)

2. The Holding Requirement: After bids are cleared and FTRs awarded, collateral
is required for the amount of time the FTR is active.
Status: Withdrawn by requester
g)

Correct WEQ 013-2.6.7.2. – Resale off OASIS (R08027)
Status: Not Started

TBD

OASIS

h)

Add language to WEQ-001-4 Online Negotiation and Confirmation process to
clarify Table 4-3 (R09003)
Status: Not Started

TBD

OASIS

i)

Change Power Plant Operator to Power Plant Gas Coordinator (R09011)
Status: Completed. WEQ BPS coordinated recommendation with WGQ BPS.
WEQ BPS voted recommendation out of subcommittee on September 28, 2009.

4th Q, 2009

WEQ
BPS/WGQ
BPS

Appendix E, Page 8

20110503-5013 FERC PDF (Unofficial) 5/2/2011 6:13:15 PM
Report of the North American Energy Standards Board – Enclosures
NAESB Wholesale Electric Quadrant DSM-EE Standards
Appendix E: 2009 Wholesale Electric Quadrant Annual Plan
April 30, 2011

NORTH AMERICAN ENERGY STANDARDS BOARD
NAESB 2009 WEQ Annual Plan as approved by the Board on December 10, 2009

PROVISIONAL ITEMS
1

Develop and or modify business practices related to support of NERC effort on the NERC Resources and Transmission
Adequacy (Project 2009-05 Resource Adequacy Assessment).

2

Develop business practices for allocating capacity among requests received during a submittal window Order 890-A
(Docket Nos. RM05-17-001, 002 and RM05-25-001, 002 - Paragraph 805).

3

Determine any needed NAESB action in support of the Interchange Distribution Calculator (IDC) and develop any
necessary standards.

4

Prepare recommendations for future path for TLR (equity concerns) in concert with NERC, which may include alternative
congestion management procedures4. Work on this activity is dependent on completing 2009 WEQ Annual Plan 1.c.i
(Parallel Flow Visualization/Mitigation for Reliability Coordinators in the Eastern Interconnection).

5

Develop complementary standards that align with NERC Project 2008-01 Voltage and Reactive Control, for which a
white paper is expected after the 2009 SAR is processed.

6

Develop NAESB business practices as needed to complement NERC reliability standards for FAC-012 and FAC-013.

7

Determine NAESB action needed to support FERC Action Plan for Smart Grid Technology.

8

Develop business practice standards for cap and trade programs for green house gas (See action item 4h).

9

Conduct assessment to determine if Electric Industry Requirements documented in WEQ-011 Gas / Electric Coordination
should be considered reliability requirements and transition to NERC.

Appendix E, Page 9

20110503-5013 FERC PDF (Unofficial) 5/2/2011 6:13:15 PM
Report of the North American Energy Standards Board – Enclosures
NAESB Wholesale Electric Quadrant DSM-EE Standards
Appendix E: 2009 Wholesale Electric Quadrant Annual Plan
April 30, 2011
WHOLESALE ELECTRIC QUADRANT EXECUTIVE COMMITTEE AND SUBCOMMITTEE STRUCTURE
Wholesale Electric Quadrant3
Executive Committee (WEQ EC)

Scoping

Standards Review Subcommittee (SRS)

Interpretations Subcommittee

Business Practices Subcommittee (BPS)

Open Access Same Time Information System
(OASIS)
Development
Joint Electric Scheduling Subcommittee (JESS)

E-Tariff Joint WEQ/WGQ Subcommittee

Smart Grid Standards Task Force (**)

DSM-EE Retail/WEQ Subcommittee
Task Forces & Working Groups

NAESB WEQ EC and Subcommittee Leadership:
Executive Committee: Kathy York (WEQ EC Chair) and Matthew Goldberg (WEQ EC Vice Chair)
Standards Review Subcommittee: Narinder Saini, Ed Skiba
Interpretations Subcommittee: Robert Schwermann
Business Practices Subcommittee & Task Forces: Jim Busbin (TLR), Ed Skiba
Open Access Same Time Information System (OASIS): Paul Sorenson, J.T. Wood, Marcie Otondo
Joint Electric Scheduling Subcommittee (JESS): Bob Harshbarger (NAESB), Jim Hansen (NERC)
e-Tariff Joint WEQ/WGQ Subcommittee (e-Tariff): Jane Daly (WEQ), Keith Sappenfield (WGQ)
DSM-EE Joint Retail/WEQ Subcommittee: Ruth Kiselewich and David Koogler (Retail), Roy True and Paul Wattles
(WEQ)
(**) The Smart Grid Task Force is a joint group of the retail electric and wholesale electric quadrant with other standards
development groups such as OASIS, CalConnect, FIX and UCAIug, and includes other groups. Direction may be given from
NIST, DoE or FERC and the group reports to the NAESB Board Smart Grid Strategic Steering Committee. The group is chaired
by Brent Hodges, Wayne Longcore, Joe Zhou and Robert Burke.

Appendix E, Page 10

20110503-5013 FERC PDF (Unofficial) 5/2/2011 6:13:15 PM
Report of the North American Energy Standards Board – Enclosures
NAESB Wholesale Electric Quadrant DSM-EE Standards
Appendix F: 2010 Wholesale Electric Quadrant Annual Plan
April 30, 2011
NORTH AMERICAN ENERGY STANDARDS BOARD
2010 ANNUAL PLAN for the WHOLESALE ELECTRIC QUADRANT
As Approved by NAESB Board of Directors on September 23, 2010 With Suggested Changes From the WEQ Executive
Committee and Leadership
Item Description
1

Completion1

Assignment2

Develop business practices standards as needed to complement reliability standards
Develop business practice standards to support and complement NERC reliability standards, NERC policies and NERC
standards authorization requests (SARs) using the NERC/NAESB Coordination Joint Standards Development Process as
appropriate. Current NAESB activities underway to develop business practice standards that are supportive of this annual
plan item are:
a)

Parallel Flow Visualization/Mitigation for Reliability Coordinators in the Eastern
Interconnection.
Note: Consideration should be given to provisional item 4. Work is being
coordinated with the NERC IDC Working Group.

i)

Interim solution for Parallel Flow Visualization

3rd Q, 2011

BPS

2nd Q, 2011

BPS

Transferred
to
Provisional
Items1

TIMTF

Transferred
to
Provisional
Items 1

TIMTF

3rd Q, 2010

SRS

Status: Completed
Interim solution is needed to support November 1, 2010 NERC
implementation of IDC Change Order 283 into the IDC Staging
Environment.
ii)

Permanent solution for Parallel Flow Visualization
Status: Started

b)

Time Error and Inadvertent (BAL-004 and BAL-006) Coordination with NERC
Status: Monitor. (Will require coordination with Balancing Authority Reliability
Based Controls Standards Drafting Team (BARCSDT) created in July 2010) –
Moved to provisional item 13

c)

DCS and AGC (BAL-002 and BAL-005) Coordination with NERC
Status: Monitor. (Will require coordination with Balancing Authority Reliability
Based Controls Group created in July 2010) – Moved to provisional item 14

d)

Monitor and develop NAESB business practices as needed to complement NERC
reliability standards for FAC-012 and FAC-013.
Status: Completed

1

The activities for the WEQ 2010 Annual Plan Item Nos. 1b, 1c, and 1d are dependent on NERC standards development efforts.
It is probable that this item will not start until 2012 when the field test from NERC is completed.

Appendix F, Page 1

20110503-5013 FERC PDF (Unofficial) 5/2/2011 6:13:15 PM
Report of the North American Energy Standards Board – Enclosures
NAESB Wholesale Electric Quadrant DSM-EE Standards
Appendix F: 2010 Wholesale Electric Quadrant Annual Plan
April 30, 2011
NORTH AMERICAN ENERGY STANDARDS BOARD
2010 ANNUAL PLAN for the WHOLESALE ELECTRIC QUADRANT
As Approved by NAESB Board of Directors on September 23, 2010 With Suggested Changes From the WEQ Executive
Committee and Leadership
Item Description
2

Completion1

Assignment2

Develop business practice standards in support of the FERC RM05-25-000 and RM05-17-000 (OATT Reform)2
a)

Develop version 2 business practice standards to better coordinate the use of the transmission system among neighboring
transmission providers.
Status: Underway
Request R050004 was expanded to include the Order No. 890 (Docket Nos. RM05-25-000 and RM05-17-000) and
Order No. 890-A (Docket Nos. RM05-17-001, 002 and RM05-25-001, 002), and Order No. 890-B (Docket Nos. RM0517-03 and RM05-25-03) “Preventing Undue Discrimination and Preference in Transmission Services”).
i)

Group 3: Network Service On OASIS
1)

Use of OASIS to Make Electronic Requests to Designate and
Terminate Network Resource

1st Q, 2011

OASIS

1st Q, 2011

OASIS

1st Q, 2011

OASIS

1st Q, 2011

OASIS

1st Q, 2011

OASIS

1st Q, 2011

OASIS

1st Q, 2011

OASIS

1st Q, 2011

OASIS

Status: Underway
2)

Ability to Query Requests to Designate and Terminate Network
Resources and Allow for Queries of All Information Provided with
Designation Requests
Status: Underway

3)

Masking of Designated Network Resource Operating Restrictions
and Generating Cost Information
Status: Underway

4)

Procedural Requirements for Submitting Designations over new
OASIS Functionality
Status: Underway

5)

Specify How Designated Network Service Informational Postings
are Posted on OASIS
Status: Underway

6)

Develop standards for the treatment of OASIS Requests when the
Customer Fails to Provide the Necessary Attestation
Status: Underway

7)

Procedural Requirements for Submitting Both Temporary and
Indefinite Terminations of Network Resources
Status: Underway

8)

Procedures for Submitting and Processing Requests for Concomitant
Evaluations of Transmission Requests and Temporary Terminations
Status: Underway

2

FERC Order No. 890, issued February 16, 2007 can be accessed from the following link http://www.naesb.org/doc_view4.asp?doc=ferc021607.doc

Appendix F, Page 2

20110503-5013 FERC PDF (Unofficial) 5/2/2011 6:13:15 PM
Report of the North American Energy Standards Board – Enclosures
NAESB Wholesale Electric Quadrant DSM-EE Standards
Appendix F: 2010 Wholesale Electric Quadrant Annual Plan
April 30, 2011
NORTH AMERICAN ENERGY STANDARDS BOARD
2010 ANNUAL PLAN for the WHOLESALE ELECTRIC QUADRANT
As Approved by NAESB Board of Directors on September 23, 2010 With Suggested Changes From the WEQ Executive
Committee and Leadership
Item Description
ii)

Completion1

Assignment2

Group 4: Pre-Emption; Request No. R05019
4.

Pre-Emption

2011

OASIS

2011

OASIS

Status: Not Started
5.

Request No. R05019
Status: Not Started

iii)

Group 5: Paragraph 13773 – Group 5 work should precede group 4 work3
1)

Paragraph 1377-Coordination of Requests Across Multiple
Transmission Systems

1st Q, 2011

OASIS

1st Q, 2011

OASIS

1st Q, 2011

OASIS

Status: Underway, Scoping Group work product approved by the
WEQ EC and sent to the OASIS Subcommittee.
2)

Re-Bid Of Partial Service across Multiple Transmission Providers’
Systems
Status: Underway, Scoping Group work product approved by the
WEQ EC and sent to the OASIS Subcommittee

3)

Group DNR requests from a system with point-to-point requests on
other systems for synchronization
Status: Underway, Scoping Group work product approved by the
WEQ EC and sent to the OASIS Subcommittee

3

Paragraph 1377 of FERC Order No. 890, issued February 16, 2007: The Commission agrees that transmission requests across
multiple transmission systems should be coordinated by the relevant transmission providers. We will not, however, amend the
pro forma OATT to require such coordination. Rather, we require transmission providers working through NAESB to develop
business practice standards related to coordination of requests across multiple transmission systems. In order to provide guidance
to NAESB, we will articulate the principles that should govern processing across multiple systems. All the transmission
providers involved in a request across multiple systems should consider a request that requires studies across multiple systems to
be a single application for purposes of establishing the deadlines for rendering an agreement for service, revising queue status,
eliciting deposits and commencing service. In order to preserve the rights of other transmission customers with studies in the
queue, the priority for the single application should be based on the latest priority across the transmission providers involved in
the multiple system request. We note that regional entities like wesTTrans are already coordinating requests across multiple
transmission systems and we believe such coordination is an acceptable solution to this issue.

Appendix F, Page 3

20110503-5013 FERC PDF (Unofficial) 5/2/2011 6:13:15 PM
Report of the North American Energy Standards Board – Enclosures
NAESB Wholesale Electric Quadrant DSM-EE Standards
Appendix F: 2010 Wholesale Electric Quadrant Annual Plan
April 30, 2011
NORTH AMERICAN ENERGY STANDARDS BOARD
2010 ANNUAL PLAN for the WHOLESALE ELECTRIC QUADRANT
As Approved by NAESB Board of Directors on September 23, 2010 With Suggested Changes From the WEQ Executive
Committee and Leadership
Item Description
iv)

Completion1

Assignment2

Group 6: Miscellaneous (Paragraphs 13904 and 16275 of FERC Order No. 890)
1)

Paragraph 1390 of Order 890 – Terminations related to: deficient
requests, customer failure to pay required annual reservation fee, and
customer modifications to applications which are meaningfully
different.

2011

OASIS

2011

OASIS

2011

OASIS

Status: Not Started
2)

Paragraphs 1627 of Order 890 – Posting of additional information on
OASIS regarding firm transmission curtailments
Status: Not Started

3)

Redispatch Cost Posting to allow for posting of third party offers of
planning redispatch services.
Status: Not Started

b)

Develop the needed business practices as companion to the NERC standards for ATC related efforts3
i)

Develop standards to support existing Request No. R05004.

4

Paragraph 1390 of FERC Order No. 890, issued February 16, 2007: We will not modify the pro forma OATT to address
requests to allow the transmission provider to terminate idle transmission service requests. NAESB’s business practice 001-4.11
allows the transmission provider to retract a request if the transmission customer does not respond to an acceptance within the
time established in NAESB business practice standard 001-4.13. Therefore, we interpret TDU Systems comments to refer to
circumstances when a transmission customer fails to respond to the transmission provider’s request for additional information
during the course of a request study. As discussed above, by the time the transmission provider offers a system impact study
agreement, it should have all of the information that it needs to complete the study. Pursuant to section 17.4 of the pro forma
OATT, the transmission provider can deem a transmission service request deficient if the transmission customer does not provide
all of the information the transmission provider needs to evaluate the request for service. We will revise section 17.7 of the pro
forma OATT so that the transmission provider is able to terminate a request for transmission service if a transmission customer
that is extending the commencement of service does not pay the required annual reservation fee within 15 days of notifying the
transmission provider that it would like to extend the commencement of service. We will not change the pro forma OATT to
allow the transmission provider to terminate a transmission service request if the transmission customer changes its application
for service. We believe the existing pro forma OATT is sufficient to allow a transmission provider to manage situations where
the transmission customer modifies its application for service to the point that the customer is requesting transmission service that
is meaningfully different than its initial request.
5
Paragraph 1627 of FERC Order No. 890, issued February 16, 2007: We agree with suggestions for the posting of additional
curtailment information on OASIS and, therefore, require transmission providers, working through NAESB, to develop a detailed
template for the posting of additional information on OASIS regarding firm transmission curtailments. Transmission providers
need not implement this new OASIS functionality and any related business practices until NAESB develops appropriate
standards. These postings must include all circumstances and events contributing to the need for a firm service curtailment,
specific services and customers curtailed (including the transmission provider’s own retail loads), and the duration of the
curtailment. This information is in addition to the Commission’s existing requirements: (1) when any transmission is curtailed or
interrupted, the transmission provider must post notice of the curtailment or interruption on OASIS, and the transmission
provider must state on OASIS the reason why the transaction could not be continued or completed; (2) information to support any
such curtailment or interruption, including the operating status of facilities involved in the constraint or interruption, must be
maintained for three years and made available upon request to the curtailed or interrupted customer, the Commission’s Staff, and
any other person who requests it; and, (3) any offer to adjust the operation of the transmission provider’s system to restore a
curtailed or interrupted transaction must be posted and made available to all curtailed and interrupted transmission customers at
the same time.

Appendix F, Page 4

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Report of the North American Energy Standards Board – Enclosures
NAESB Wholesale Electric Quadrant DSM-EE Standards
Appendix F: 2010 Wholesale Electric Quadrant Annual Plan
April 30, 2011
NORTH AMERICAN ENERGY STANDARDS BOARD
2010 ANNUAL PLAN for the WHOLESALE ELECTRIC QUADRANT
As Approved by NAESB Board of Directors on September 23, 2010 With Suggested Changes From the WEQ Executive
Committee and Leadership
Item Description
1)

The processing of transmission service requests, which use
TTC/ATC/AFC, in coordination with NERC changes to MOD 001
where the allocation of flowgate capability based on historical
Network Native Load impacts the evaluation of transmission service
requests, requiring the posting of those allocation values in
conjunction with queries of service offerings on OASIS

Completion1
1st Q, 2011

Assignment2
OASIS

Status: Underway
3

Develop business practices standards to improve the current operation of the wholesale electric market and develop
and maintain business practice and communication standards for OASIS and Electronic Scheduling
a)

Develop and/or maintain business practice standards as needed for OASIS and electronic scheduling. Specific items to
address include:
i)

Network Services: Determine and develop needed business practice
standards or other support is needed to support use of OASIS for Network
Service transactions (R04006E). (Related to AP 2(a)(iii))3

1st Q, 2011

OASIS

Status: Underway
ii)

Registry (TSIN): Determine and develop needed business practice standards to support the registry functions
currently supported by NERC (R04037, R06027).
1)

Transition the TSIN Registry from NERC to NAESB as the
enhanced Electric Industry Registry (EIR), (R06027).

2nd Q, 2011

Status: Underway, contract signed.
iii)

NAESB/NERC
Administration,
JESS

Document procedures used to implement the displacement/interruption
terms of the Pro Forma tariff (R05019).
Status: Deleted as a duplicate of 2009 AP item 2.a.ii.2

iv)

Make remaining incremental enhancements to OASIS as an outgrowth of the NAESB March 29, 2005
conference on the future of OASIS (R05026).
Scoping statement completed by SRS. There were a number of assignments from the Standards Request. The
outstanding items are included below:
1)

Eliminate Masking of TSR tag source and sink when requested
status is denied, withdrawn refused, displaced, invalid, declined,
annulled or retracted

2012

OASIS

2012

OASIS

Status: Not Started
2)

Initiate standard that eliminates the disparity of posting “sensitive”
information. This standard should also include procedures of user
certification that allows access to this class of information.
Status: Underway (upon further development of this item by
NAESB, a completion date will be determined)

Appendix F, Page 5

20110503-5013 FERC PDF (Unofficial) 5/2/2011 6:13:15 PM
Report of the North American Energy Standards Board – Enclosures
NAESB Wholesale Electric Quadrant DSM-EE Standards
Appendix F: 2010 Wholesale Electric Quadrant Annual Plan
April 30, 2011
NORTH AMERICAN ENERGY STANDARDS BOARD
2010 ANNUAL PLAN for the WHOLESALE ELECTRIC QUADRANT
As Approved by NAESB Board of Directors on September 23, 2010 With Suggested Changes From the WEQ Executive
Committee and Leadership
Item Description
3)

Enhance the TSR result postings to allow showing of (i) limiting
transmission elements and (ii) available generation dispatch
options that would allow acceptance of reservation request.

Completion1
2012

Assignment2
OASIS

Status: Not Started (upon initiation of this item by NAESB, a
completion date will be determined)
v)

Develop, coordinate interoperability testing, and implement e-Tag version
1.8.1

1st Q, 2010

JESS

Status: Completed.
vi)

Review and correct WEQ-004 Coordinate Interchange Business Practice
Standard as needed based on activities in NERC Project 2008-12,
Coordinate Interchange Standards Revisions and supporting EOP-002-2
R4 and R6. [note: this is a new item]

2011

JESS

Status: Underway. Completion date dependent upon coordination
activities with NERC.
b)

Develop and/or maintain standard communication protocols and cyber-security business practices as needed.
i)

Develop PKI certification program for e-Tag and OASIS

3rd Q 2011

Status: Underway
ii)

Develop PKI standards for OASIS.

2012

Board Certification
Program
Committee
OASIS

Status: Not Started (upon initiation of this item by NAESB, a completion
date will be determined)
iii)

Develop Industry Implementation Plan for meeting PKI Standard
requirements for e-tagging.
Status: Underway. Full e-Tag implementation (server & client side) is
linked to the transition of the Registry from NERC to NAESB and
NAESB implementation.

TBD –
dependent on
item above
(i) and EIR

JESS

Appendix F, Page 6

20110503-5013 FERC PDF (Unofficial) 5/2/2011 6:13:15 PM
Report of the North American Energy Standards Board – Enclosures
NAESB Wholesale Electric Quadrant DSM-EE Standards
Appendix F: 2010 Wholesale Electric Quadrant Annual Plan
April 30, 2011
NORTH AMERICAN ENERGY STANDARDS BOARD
2010 ANNUAL PLAN for the WHOLESALE ELECTRIC QUADRANT
As Approved by NAESB Board of Directors on September 23, 2010 With Suggested Changes From the WEQ Executive
Committee and Leadership
Item Description
4

Completion1

Assignment2

Review and develop business practices standards to Demand Response, Demand Side Management and Energy
Efficiency Programs
Review and develop needed model business practices for a standardized method for quantifying benefits, savings, cost
avoidance and/or the reduction in energy demand and usage derived from the implementation of demand side management
and energy efficiency programs. This effort will include demand side response, energy efficiency programs and metering,
including the 'curtailment service provider' program.
a)

Review the NAESB Business Practices for Measurement and Verification of
Phase 2 – 4th Q
2010
Wholesale Electricity Demand Response (WEQ-015) in conjunction with the IRC
developed Demand Response Matrix and identify business practice requirements
that could be improved or made clearer through the addition of specific technical
detail. The wholesale and retail demand response work groups and the Smart
Grid Standards Subcommittees should actively and timely communicate and
coordinate work products to ensure consistency between the three work groups.
Each work group should take into account the work products developed by the
other.

WEQ Section of
the Joint
WEQ/REQ DSMEE Subcommittee

Status: Completed
b)

For each performance evaluation type/service type combination identified in
Phase 2 – 4th Q
2010
WEQ-015, using the IRC matrix as a starting point, assess and determine what
standards or guidelines, if any, should be developed to aid all participants in the
use of measurement and verification methods for demand response programs in
organized wholesale electric markets. If the determination is made that standards
or guidelines will be developed, those items will be added as sub-items to 4(b).

WEQ Section of
the Joint
WEQ/REQ DSMEE Subcommittee

Status: Completed
c)

Develop glossary for business practice standards

Ongoing

Joint WEQ/REQ
DSM Subcommittee

Status: Ongoing
d)

Develop business practice standards used to measure and verify reductions in
energy and demand from energy efficiency in wholesale and retail markets.3 This
includes developing business practice standards to measure and verify energy
reductions that are made to comply with a Renewable Portfolio Standard that
included energy efficiency or a stand-alone Energy Efficiency Portfolio Standard.

4th Q, 2010

Joint WEQ/REQ
DSM-EE
Subcommittee

4th Q, 2010

REQ portion of the
Joint WEQ/REQ
DSM-EE
Subcommittee with
coordination with
Smart Grid
Standards Task
Force and REQ
BPS

Status: Completed
e)

Create common interfaces and data structures necessary for enrolling DR sites
into a DR program (Request No. R10002)
Status: Reassigned to Retail Electric Quadrant Only

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Appendix F: 2010 Wholesale Electric Quadrant Annual Plan
April 30, 2011
NORTH AMERICAN ENERGY STANDARDS BOARD
2010 ANNUAL PLAN for the WHOLESALE ELECTRIC QUADRANT
As Approved by NAESB Board of Directors on September 23, 2010 With Suggested Changes From the WEQ Executive
Committee and Leadership
Item Description
5

Completion1

Assignment2

Maintain existing body of Version 2.x standards
a)

Make consistency changes to Version 2.2 standards as directed by the WEQ
Leadership Committee on December 12, 2007 OASIS Consistency Changes
(R08001, R08002, R08003, R08005)

TBD

OASIS

TBD

OASIS

Status: Not Started (upon initiation of this item by NAESB, a completion date
will be determined)
b)

Consistent with ¶51 of FERC Order No. 890-A, add AFC and TFC values to the
“System_Attribute” data element of the NAESB Standard WEQ-003: OASIS
S&CP Data Dictionaries. (R08011)
Status: Not Started. This Standards Request was assigned to the OASIS in May
2008.

6.

c)

Correct WEQ 013-2.6.7.2. – Resale off OASIS (R08027)
Status: Not Started

TBD

OASIS

d)

Add language to WEQ-001-4 Online Negotiation and Confirmation process to
clarify Table 4-3 (R09003)
Status: Not Started

TBD

OASIS

e)

Create a new OASIS mechanism that allows for the merger of like reservations
without the use of the resale mechanism (R09015)
Status: Not Started

TBD

OASIS

Develop Smart Grid Wholesale and Retail Electric Standards - The wholesale and retail demand response work groups
and the Smart Grid task force should actively and timely communicate and coordinate work products to ensure consistency
between the three work groups. Each work group should take into account the work products developed by the other.
a)

Develop requirements and use cases for PAP 03 – Pricing Model
i).

Phase 1

1st Q, 2010

Status: Completed
ii)

Phase 2

4th Q, 2010

Status: Completed
b)

Joint WEQ/REQ
SGS Subcommittee

Develop requirements and use cases for PAP 04 – Scheduling Model
i)

Phase 1

1st Q, 2010

Status: Completed
ii)

Phase 2
Status: Completed

c)

Joint WEQ/REQ
SGS Subcommittee

4th Q, 2010

Joint WEQ/REQ
SGS Subcommittee
Joint WEQ/REQ
SGS Subcommittee

Develop requirements and use cases for PAP 09 – Demand Response/Distributed
Energy Resources

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Appendix F: 2010 Wholesale Electric Quadrant Annual Plan
April 30, 2011
NORTH AMERICAN ENERGY STANDARDS BOARD
2010 ANNUAL PLAN for the WHOLESALE ELECTRIC QUADRANT
As Approved by NAESB Board of Directors on September 23, 2010 With Suggested Changes From the WEQ Executive
Committee and Leadership
Item Description
i)

Phase 1

Completion1
1st Q, 2010

Status: Completed

ii)

Phase 2

4th Q, 2010

Status: Completed

d)

e)

7.

Assignment2
WEQ Section of
the Joint
WEQ/REQ SGS
Subcommittee
WEQ Section of
the Joint
WEQ/REQ SGS
Subcommittee

Develop standards to support PAP 10 – Standards Energy Usage Information
i)

Act as a convener (develop and implement a plan to expedite harmonized
standards development and adoption within the associated standards
bodies) and develop business practice standards as needed and assigned
to NAESB for PAP 10 – Standard Energy Usage Information
Status: Completed

2nd Q, 2010

Joint WEQ/REQ
PAP 10 SGS
Subcommittee

ii)

Develop Information Model and related business practices
Status: Complete

4th Q, 2010

Joint WEQ/REQ
PAP 10 SGS
Subcommittee

4th Q, 2010

REQ section of the
Joint WEQ/REQ
PAP 10 SGS
Subcommittee Task
Force

Develop standards to support inclusion of OpenADE requirements document into
the NAESB Smart Grid standards (R10008), specifically to standardize the
exchange of Energy Usage Information.
Status: Reassigned to REQ only.

Develop or modify standards to Support FERC Order No. 676-E, (Docket No. RM 05-5-013)
a)

Review standards 001-14.1.3 and 001-15.1.2 based on FERC Order No. 676-E
(See ¶ 396)
Status: Not Started

2nd Q, 2011

OASIS

b)

Develop standards to support the Transmission Provider right to reassess the
availability of conditional firm (See ¶ 727)
Status: Not Started

2nd Q, 2011

OASIS

6

39.
In regards to Entergy’s question of whether the transmission provider’s calculated and posted available flowgate
capability values should be used to fulfill the posting requirements set forth in Standard 001-14 and 001-15 in instances where
there is no requirement to convert this calculation to available transfer capability values, we agree with Entergy that this
requirement can be met by the transmission provider posting its available flowgate capability values. As to EPSA’s argument
that Standard 001-15 falls short of the goals of Order No. 890, we find that, with the exception of Standard 001-15.1.2,
compliance with Standard 001-15 provides all of the information required by Order No. 890. However, Standards 001-14.1.3
and 001-15.1.2 permit transmission providers to post an available transfer capability change narrative within five business days
of meeting the criteria under which a narrative is required to be posted. In Order No. 890, the Commission rejected calls for
delays prior to posting data and required posting as soon as possible. We do not find the NAESB standard meets this criterion
and therefore decline to incorporate Standards 001-14.1.3 and 001-15.1.2 by reference. Transmission providers must post their
narratives as soon as feasibly possible. Posting within one day would appear in most cases to be reasonable.
7
72.
However, we reiterate here the Commission’s finding in Order No. 890 that a transmission provider is permitted to
extend its right to reassess the availability of conditional firm service. Since the Version 002.1 Standards do not specifically

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Appendix F: 2010 Wholesale Electric Quadrant Annual Plan
April 30, 2011
NORTH AMERICAN ENERGY STANDARDS BOARD
2010 ANNUAL PLAN for the WHOLESALE ELECTRIC QUADRANT
As Approved by NAESB Board of Directors on September 23, 2010 With Suggested Changes From the WEQ Executive
Committee and Leadership
Item Description
c)

Prepare status reports every six months regarding the development of standards
for the coordination of transmission service requests across multiple transmission
systems (See ¶ 1058). This annual plan item is tied to Annual Plan Item 2(a)(iii)
Status: Underway – first report filed.

Completion1
Ongoing

Assignment2
NAESB Office

address this issue, we would ask the industry, working through NAESB, to continue to look at additional business practice
standards facilitating a transmission provider’s extension of its right to perform a reassessment
8
105.
We agree that insufficient progress has been made on this issue. While we acknowledge that development of standards
addressing this issue is included in NAESB’s 2009 WEQ Annual Plan, we nevertheless urge NAESB to address this issue as
soon as possible. Accordingly, we request that NAESB provide the Commission with a status report concerning its progress on
this issue every six months, counting from the date this final rule is published in the Federal Register, until NAESB’s adoption of
the applicable standard(s).

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Appendix F: 2010 Wholesale Electric Quadrant Annual Plan
April 30, 2011

NORTH AMERICAN ENERGY STANDARDS BOARD
2010 ANNUAL PLAN for the WHOLESALE ELECTRIC QUADRANT
As Approved by NAESB Board of Directors on September 23, 2010 With Suggested Changes From the WEQ Executive
Committee and Leadership
PROVISIONAL ITEMS
1

Develop and or modify business practices related to support of NERC effort on the NERC Resources and Transmission
Adequacy (Project 2009-05 Resource Adequacy Assessment).

2

Develop business practices for allocating capacity among requests received during a submittal window Order 890-A
(Docket Nos. RM05-17-001, 002 and RM05-25-001, 002 - Paragraph 805).9

3

Determine any needed NAESB action in support of the Interchange Distribution Calculator (IDC) and develop any
necessary standards.

4

Prepare recommendations for future path for TLR (equity concerns) in concert with NERC, which may include
alternative congestion management procedures4. Work on this activity is dependent on completing 2010 WEQ Annual
Plan 1.a (Parallel Flow Visualization/Mitigation for Reliability Coordinators in the Eastern Interconnection).

5

Develop complementary standards that align with NERC Project 2008-01 Voltage and Reactive Control, for which a
white paper is expected after the SAR is authorized to proceed by the NERC Standards Committee.

6

Provisional Item No. 6 was added to the 2010 Annual Plan as Item No. 1(d)

7

Determine NAESB action needed to support FERC Action Plan for Smart Grid Technology.

8

Develop business practice standards for cap and trade programs for green house gas

9

Conduct assessment to determine if Electric Industry Requirements documented in WEQ-011 Gas / Electric
Coordination should be considered reliability requirements and transition to NERC.

10

Develop needed business practice standards for organization/company codes for NAESB standards – and address
current issues on the use of DUNs numbers. Common code usage is linked to the transition of the Registry from NERC
to NAESB.

11

Provisional Item No. 11 was determined to only affect the REQ, and as such was added to the 2010 Retail Annual Plan
as Item No. 3e.

12

Review the need for, and develop standards where appropriate, in response to issues raised by FERC’s National Action
Plan on Demand Response.

13

Coordinate standards development with the NERC Balancing Authority Reliability Based Controls Standards Drafting
Team (BARCSDT- created in July 2010) regarding Time Error and Inadvertent (BAL-004 and BAL-006), which may
require changes to NAESB WEQ standards. (Previously WEQ 2010 Annual Plan Item 1b).

14

Coordinate standards development with the NERC Balancing Authority Reliability Based Controls Standards Drafting
Team (BARCSDT- created in July 2010) regarding DCS and AGC (BAL-002 and BAL-005) which may require
changes to NAESB WEQ standards. (Previously WEQ 2010 Annual Plan Item 1c).

9

805. The Commission recognizes that developing methods to allocate capacity among requests received during a submittal
window may require detailed procedures, particularly when transmission requests received simultaneously exceed available
capacity. As the Commission explained in Order No. 890, however, we believe that each transmission provider is in the best
position to develop allocation procedures that are suitable for its system. This does not preclude transmission providers from
working through NAESB to develop standardized practices, as suggested by Southern. For example, as we pointed out in Order
No. 890, allocation methods such as that used by PJM to allocate monthly firm point-to-point transmission service could provide
useful guidance in developing general allocation procedures.

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Appendix F: 2010 Wholesale Electric Quadrant Annual Plan
April 30, 2011

WHOLESALE ELECTRIC QUADRANT EXECUTIVE COMMITTEE AND SUBCOMMITTEE STRUCTURE
Wholesale Electric Quadrant
Executive Committee (WEQ EC)

Scoping

Standards Review Subcommittee (SRS)

Interpretations Subcommittee

Business Practices Subcommittee (BPS)

OASIS Subcommittee
Development
Joint Electric Scheduling Subcommittee (JESS)

E-Tariff Joint WEQ/WGQ Subcommittee

Smart Grid Standards Development
Subcommittee (**)
PAP 10 Smart Grid Standards Subcommittee
(***)
DSM-EE Retail/WEQ Subcommittee

Task Forces & Working Groups

NAESB WEQ EC and Subcommittee Leadership:
Executive Committee: Kathy York (WEQ EC Chair) and Alan Johnson (WEQ EC Vice Chair)
Standards Review Subcommittee: Narinder Saini, Ed Skiba
Interpretations Subcommittee: Ed Skiba
Business Practices Subcommittee & Task Forces: Jim Busbin (TLR), Ed Skiba
Open Access Same Time Information System (OASIS): Paul Sorenson, J.T. Wood, Marcie Otondo
Joint Electric Scheduling Subcommittee (JESS): Bob Harshbarger (NAESB), Clint Aymond (NERC)
e-Tariff Joint WEQ/WGQ Subcommittee (e-Tariff): Jane Daly (WEQ), Keith Sappenfield (WGQ)
DSM-EE REQ/WEQ Subcommittee: Ruth Kiselewich and David Koogler (Retail), Roy True and Paul Wattles (WEQ)
(**) The Smart Grid Standards Subcommittee is a joint group of the retail electric and wholesale electric quadrants with other
standards development groups such as OASIS (Organization for the Advancement of Structured Information Standards, not Open
Access Same Time Information Systems related to NAESB standards and FERC actions), CalConnect, FIX and UCAIug, among
others. Direction may be given from NIST, DoE or FERC and the group reports jointly to the NAESB Board Smart Grid
Strategic Steering Committee and the WEQ and REQ ECs. The group is chaired by Brent Hodges, Joe Zhou, Wayne Longcore

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Appendix F: 2010 Wholesale Electric Quadrant Annual Plan
April 30, 2011
and Robert Burke.
(***) The PAP 10 Smart Grid Standards Subcommittee is a joint group of the retail electric and wholesale electric quadrants
with other standards development groups such as OASIS, UCAIug, OpenADE, ZigBee, ASHRAE, EIS Alliance, NARUC and
includes other groups. Direction may be given from NIST, DoE or FERC and the group reports jointly to the NAESB Board
Smart Grid Strategic Steering Committee and the WEQ and REQ ECs. The group is chaired by Brent Hodges, Phil Precht, Cathy
Wesley, Sharon Dinges, David Kaufman, Brad Ramsay, Tobin Richardson and Ed Koch.

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NAESB Wholesale Electric Quadrant DSM-EE Standards
Appendix G: NAESB Process to Develop and Adopt Standards
April 30, 2011

The NAESB Standards Development Process
NAESB is focused on proposing, considering, and adopting voluntary standards and model business practices
that will have a significant and lasting impact on all aspects of the natural gas and electricity marketplaces. As a
result of the standards NAESB adopts, it is expected that the industry will operate more efficiently and effectively,
benefiting both the industry and its customers. At the same time, it must be acknowledged that NAESB standards
may constitute a change in the way parties do business, with an accompanying effect on the use and allocation of
resources.
NAESB’s policy is to move at a deliberate pace, consistent with its annual plan(s), thus permitting those
affected by its standards, especially those standards adopted as regulations by the Federal Energy Regulatory
Commission (FERC) or other regulatory bodies, to assimilate them as part of their business practices. To this end,
NAESB will carefully consider whether proposed standards are both timely and necessary. In particular, it will try to
avoid adopting and implementing new standards, however beneficial, before the industry is able to reasonably make
use of them.
The standards development process is governed by the annual plan, and items can be included in the plan or
modified only with Board approval. The plan typically reflects requests from NAESB members, government
agencies, and other interested parties. In approving the annual plan, the Board considers the availability of resources,
including the NAESB budget and staff and the availability of industry volunteers. New requests received throughout
the year are either considered part of the existing annual plan or as new items that require Board approval.
The standards development process begins with an annual plan item or a triaged and approved request. Triage is
a process used by each quadrant of the Executive Committee (EC) to determine whether a request is within scope,
which quadrant(s) it applies to, which subcommittee(s) it should be referred to, and what priority it should be
assigned. Triage is carried out by EC members appointed by the EC chair. Triage recommendations are submitted to
the en banc EC and require EC approval, and may also require Board approval if there are scope questions or if a
modification of the annual plan is required.
Once the triage process is completed, the subcommittees—more than one are normally involved in standards
recommendations—review the request, compare it to existing standards, and prepare recommendations that may
take the form of new or modified standards or interpretations. Participation in EC subcommittees is open to any
interested party regardless of membership status. All subcommittee participants may vote; voting is balanced by
segment and quadrant. All votes are public.
When the recommendation is complete, it is made available for a thirty-day industry comment period. The
recommendation and comments are then forwarded to the EC, which considers the recommendation, makes any
changes it deems necessary, and takes a vote. A recommendation must receive an affirmative vote of at least 67
percent from each applicable quadrant EC and 40 percent from each of the segments of the applicable quadrant(s).
After passage by the EC, the recommendation must be ratified by the NAESB members. An affirmative vote of
67 percent of the members of the applicable quadrant(s) is required for ratification. After ratification, standards and
modifications are considered final actions and will be published in the next version of NAESB standards.
All NAESB quadrants follow the same development process described herein. The process has been followed
by the WGQ since 1994 and has been used to develop more than five hundred standards that have been incorporated
by reference into federal regulations.

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Appendix G: NAESB Process to Develop and Adopt Standards
April 30, 2011

North American Energy Standards Board
Standards Development Process Flow Chart

Request For Standard is forwarded to the NAESB
Office from any group. The request may include
fully developed recommended standards.

Board provides approved Annual
Plan to the EC

Triage Subcommittee considers request and
prepares a triage disposition

Executive Committee (EC) approves triage
disposition and specific Quadrant EC(s) to
which the work is assigned, directs its work
or directs work on the annual plan item.

EC Subcommittees consider request or
Annual Plan Item as directed by EC.

Recommendations including new or
modified standards are prepared by EC
Subcommittees

Industry comment on EC Subcommittee(s)
recommendations

Executive Committee for approval of
recommendation

Membership Ratification

Posting as Final Action, Publication of
Standards, Filings with FERC

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Appendix G: NAESB Process to Develop and Adopt Standards
April 30, 2011
Flexibility
NAESB recognizes that flexibility is necessary as standards are developed to address regional concerns or to
incorporate variances to accommodate operational or structural differences. Several WEQ standards incorporate
regional or operational differences for both Version 0 and Version 1. There is a high threshold for incorporating
such variances in a standard; the subcommittee(s) in drafting the standard, the EC in approving the subcommittee
recommendation, and the membership in approving the standard must all agree that such variance is necessary.
Nonetheless, NAESB procedures are well suited to take into account operational and regional differences.
Transparency
All NAESB meetings are open for attendance and participation by any interested party, with the exception of
executive sessions of the Board or Managing Committee for purposes of discussing personnel, compensation or
legal issues. Meeting announcements and agendas are posted in advance to permit the widest possible participation.
Conference-calling capability is available for all meetings and web casting is available for most. Those intending to
attend a meeting in person or by telephone are asked to notify NAESB by a specific date to permit adequate meeting
planning.
Transcripts are made of all Board of Directors and EC meetings, and may also be made of other meetings that
are expected to be controversial. Transcripts are maintained in the NAESB office and are provided to regulatory
agencies for their internal use. All other interested parties can purchase transcripts from the relevant transcription
service.
Coordination with NERC
For business practice standards development for the WEQ, if it is determined by NERC and NAESB Executive
Management that joint development is needed by NERC and NAESB, the NERC-NAESB Coordination Joint
Development Process is implemented.1 This process requires that the appropriate NAESB Subcommittee and
NERC Standards drafting team work together to develop reliability standards and business practices.
The Joint Interface Committee of NAESB, NERC and the ISO-RTO Council (“JIC”) was dissolved as part of
the agreement to create the Independent Grid Operator segment of the WEQ. The joint development process
between NAESB and NERC is being used to ensure appropriate coordination. The ISOs and RTOs have strong
1
The NERC-NAESB Coordination Joint Development Process was submitted to the Commission on February 17, 2006 in Attachment C of the
Progress Report on NAESB Activities impacting Docket No. RM05-5-000, “Standards for Business Practices and Communication Protocols for
Public Utilities”: http://www.naesb.org/doc_view2.asp?doc=ferc021706.pdf.

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Appendix G: NAESB Process to Develop and Adopt Standards
April 30, 2011
decision-making roles in both NERC and NAESB, and thus with the use of the joint development process, the JIC
was no longer necessary.
Accessibility of Standards and Work Products
The NAESB standards and protected work products are accessible to members at no cost as a benefit of their
membership. Non-members can purchase the standards as a full version, or they can purchase individual final
actions. Non-members can also access the standards at no cost by requesting an evaluation copy. NAESB standards
and protected work products are copyrighted. Non-members can download a NAESB materials order form from the
NAESB web site for ordering standards or for instructions on accessing standards for evaluation.

End Notes WEQ 2009 Annual Plan:
1

Dates in the completion column are by end of the quarter for completion by the assigned committee. The dates do not
necessarily mean that the standards are fully staffed to be implementable by the industry, and/or ratified by membership. If one
item is completed earlier than planned, another item can begin earlier and possibly complete earlier than planned. There are no
begin dates on the plan.

2

The assignments are abbreviated. The abbreviations and committee structure can be found at the end of the annual plan
document.

3

The Electronic Scheduling Subcommittee and Information Technology Subcommittee (ESS/ITS) were merged together through
a decision made at the May 12, 2009 WEQ EC meeting. The new subcommittee is named Open Access Same Time Information
System Subcommittee (OASIS) and is now shown for assignments in this and future annual plans as OASIS. Similarly the Joint
Interchange Scheduling Working Group (JISWG) was renamed the Joint Electric Scheduling Subcommittee and now reports to
the WEQ EC. JESS is now shown for assignments in this and future annual plans rather than JISWG. The changes took effect
on August 1, 2009.
4
For additional information, please see comments submitted by PJM and MISO for this Annual Plan Item:
http://www.naesb.org/pdf3/weq_aplan102907w1.pdf.

End Notes WEQ 2010 Annual Plan:
1

Dates in the completion column are by end of the quarter for completion by the assigned committee, sub-committee or task
force. The dates do not necessarily mean that the standards are fully staffed to be implementable by the industry, and/or ratified
by membership. If one item is completed earlier than planned, another item can begin earlier and possibly complete earlier than
planned. There are no begin dates on the plan.

2

The assignments are abbreviated. The abbreviations and sub-committee structure can be found at the end of the annual plan
document.

3
Energy efficiency may be a wholesale product, such as capacity. Energy efficiency in retail markets may be from individual
energy efficiency measures at the project level or a portfolio of projects that make up an energy efficiency program.
4

For additional information, please see comments submitted by PJM and MISO for this Annual Plan Item:
http://www.naesb.org/pdf3/weq_aplan102907w1.pdf.

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Addendum NAESB Retail Electric Quadrant DSM-EE Standards
Appendix A: DSM-EE Distribution List
April 30, 2011
DISTRIBUTION LIST SORTED BY ORGANIZATION
Jeb Bartley, Accenture
Amadou Fall, ACES Power Marketing, LLC
Roy True, ACES Power Marketing
H. Neal Allen, Alabama Power Company
Judy W. Ray, Alabama Power Company
David P. Johnson, Allegheny Energy, Inc.
Terri Grabiak Knupp, Allegheny Power
Teri Lutz, Allegheny Power
Ed Miller, Allegheny Power
Gary Musgrave, Allegheny Power
Cassandra Robinson, Allegheny Power
Thomas Rone, Allegheny Power
Steve Capanna, Alliance to Save Energy
Tom Simchak, Alliance to Save Energy
Rodney Sobin, Alliance to Save Energy
Patrick Eynon, Ameren
Denise Simpson, Ameren
Heather Takle, Ameresco
Lonni Dieck, American Electric Power
Sherri Monteith, American Electric Power
Mariam Arnaout, American Gas Association (AGA)
J.P. Blackford, American Public Power Association
Allen Mosher, American Public Power Association
S Balakrishnan, ANB Enterprises, Inc.
Bob Gray, Arizona Corporation Commission
Gary Duede, Arizona Public Service
Kent Walter, Arizona Public Service
Meg Matt, Association of Energy Services Professionals
(AESP)
Ralph Martinez, Balance Energy
Linh Tran, Balance Energy
Bob Rowe, Balhoff & Rowe, LLC
Howard H. Shafferman, Ballard Spahr Andrews &
Ingersoll, LLP
Kristy Fleischmann, Baltimore Gas and Electric
David Kelly, Baltimore Gas and Electric
Ruth Kiselewich, Baltimore Gas and Electric
Jeanie Nathaniel, Baltimore Gas and Electric
Phil Precht, Baltimore Gas and Electric
Mary Straub, Baltimore Gas and Electric
Sheldon Switzer, Baltimore Gas and Electric
William Wolf, Baltimore Gas and Electric
Yolanda Mason, Bayboro EC, Inc.
Brett A. Perlman, Bector Consultant
Vicky A. Bailey, BHMM Energy Services, LLC

Yvonne Coleman, Bonneville Power Administration
Jason Salmi Klotz, Bonneville Power Administration
Pamela Sporborg, Bonneville Power Administration
Ken Keating, Bonneville Power Administration
Josh Warner, Bonneville Power Administration
Rodereck Kelley, Bonneville Power Authority
Philip Q. Hanser, Brattle Group, The
Owen J. Kopon, Brickfield, Burchette, Ritts & Stone, PC
Shaun Moher, Brickfield, Burchette, Ritts & Stone, PC
Damon Xenopoulos, Brickfield, Burchette, Ritts & Stone,
PC
Kevin Colmer, California ISO
Sean Crimmins, California ISO
Heather Sanders, California Independent System Operator
Corporation
Kevin Galligan, Cape Light Compact
The Honorable Dian Grueneich, Commissioner, California
Public Utilities Commission
Tom Olinger, CenterPoint Energy
James P. Cargas, City of Houston
Kerry Meade, CLEAResult Consulting
Eric Stern, CLEAResult Consulting
Melissa Culbertson, CLEAResult Incorporated
Glenn Garland, CLEAResult Incorporated
Jonathan Kleinman, CLEAResult Incorporated
John Oyhenart, CLEAResult Incorporated
Dan Ellis, Climate Master
Robert Sallee, Climate Master
Dixon Yee, City of Palo Alto Utilities
Jeff Hein, Colorado Public Utilities Commission
Jim Templeton, Comprehensive Energy Services
Carlos Lamas-Babbini, Comverge
Wendell Miyaji, Comverge
Brad Swalwell, Comverge
Chris Fan, Con Edison
Elizabeth Fennell, Con Edison
Elena Futoryan, Con Edison
Steven Mysholowsky, Con Edison
Norberto Rivera, Con Edison
Andre Wellington, Con Edison
Nelson Yip, Con Edison
Tess Pierluissi, Consolidated Edison
Marc Hoffman, Consortium for Energy Efficiency
Monica Nevius, Consortium on Energy Efficiency
Cheryl Hindes, BGE Constellation Energy
Craig Markham, Constellation Energy

Appendix A, Page 5

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Report of the North American Energy Standards Board – Enclosures
Addendum NAESB Retail Electric Quadrant DSM-EE Standards
Appendix A: DSM-EE Distribution List
April 30, 2011
DISTRIBUTION LIST SORTED BY ORGANIZATION
Stephen Knapp, Constellation Energy Commodities Group,
Inc.
Rick Walden, Constellation Energy Group
Tarra Bolduc, Constellation NewEnergy
Peter Dotson-Westphalen, Constellation NewEnergy
Brett Feldman, Constellation NewEnergy
Teri Van Sumeren, Consumers Energy
Janette Dudley, CPower, Inc.
Murtaza Kapadia, CPower, Inc.
Dirk Mahling, CPower, Inc.
Nicholas Justice Planson, CPower, Inc.
Katherine George, Demand Response Coordinating
Committee
Marie Pieniazek, Demand Response & Energy Consulting,
LLC
Paul M. Pietsch, Demand Response Coordinating
Committee
Michael R. Flores, Direct Energy
Chuck Moore, Direct Energy
Jamie Wimberly, Distributed Energy Financial Group LLC
Ben Boyd, Distribution Control Systems, Inc.
Daniel Cleverdon, District of Columbia Public Service
Commission
Robert Burnette, Dominion
Ed Hall, Dominion
Deanna Kesler, Dominion
David Koogler, Dominion
Sharon Neidert, Dominion
Ripley Newcomb, Dominion
Anne B. Rhoades, Dominion
Shannon Venable, Dominion
Kathy W. Johnson, Dominion Resources
Anne B. Rhoades, Dominion Resources
Mike Jesensky, Dominion Resources
Richard Zelenko, Dominion Retail Inc.
Mary Edwards, Dominion Virginia Power
Clayton Crouch, Dominion Virginia Power/North Carolina
Power
Rob Rice, Dominion Virginia Power
Clifford Grimm, DTE Energy
Debbie Hayes, DTE Energy
Mark R. Williamson, DTE Energy
Bruce Sailors, Duke Energy
Walt Yeager, Duke Energy Americas, LLC
Ollie Frazier, Duke Energy Corporation
Dan Jones, Duke Energy Corporation
Ashlie Ossege, Duke Energy Corporation

Thomas Osterhus, Duke Energy
Dan Flaherty, Duquesne Light Company
Mary Anne Brelinsky, Eagle Energy Partners
Cade Burks, EC Power
Eric Ackerman, Edison Electric Institute
James P. Fama, Edison Electric Institute
Diane Munns, Edison Electric Institute
Steven Rosenstock, Edison Electric Institute
Grace Soderberg, Edison Electric Institute
Steve Kromer, Efficiency Valuation Organization
Abraham Raher, Efficiency Valuation Organization
Bob Entriken, Electric Power Research Institute
Krish Gomatom, Electric Power Research Institute
Jennifer Robinson, Electric Power Research Institute
Nancy Bagot, Electric Power Supply Association
Jack Cashin, Electric Power Supply Association
John Shelk, Electric Power Supply Association
Philip DiPastena, Electric Reliability Council of Texas
Steve Krein, Electric Reliability Council of Texas
Joel Mickey, Electric Reliability Council of Texas
Ken Monts, Electric Reliability Council of Texas
Susan Munson, Electric Reliability Council of Texas
Paul Wattles, Electric Reliability Council of Texas
Phil Bisesi, ElectriCities of North Carolina
Greg Locke, ElectriCities of North Carolina
John Hughes, Electricity Consumers Resource Council
(ELCON)
James Tillett, Endeavor Engineering, Inc.
Ren Orans, Energy and Environmental Economics, Inc.
Bruce Campbell, EnergyConnect
Jacob Dobscha, EnergyConnect
Daniel Perez, Energy Curtailment Specialists, Inc.
Glen E. Smith, Energy Curtailment Specialists, Inc.
Paul Tyno, Energy Curtailment Specialists, Inc.
Marjorie Perlman, Energy East Management
Tom Gianneschi, Energy Regulatory Affairs, Alcoa, Inc.
George Behr, Energy Services Group
Fred Gordon, Energy Trust of Oregon
David Clarke, Energy Washington Week
Tom Atkinson, EnerNOC
Aaron Breidenbaugh, EnerNOC
Kristin Brief, EnerNOC
Phil Giudice, EnerNOC
Tim Healy, EnerNOC
Rick Paradis, EnerNOC

Appendix A, Page 6

20110503-5013 FERC PDF (Unofficial) 5/2/2011 6:13:15 PM
Report of the North American Energy Standards Board – Enclosures
Addendum NAESB Retail Electric Quadrant DSM-EE Standards
Appendix A: DSM-EE Distribution List
April 30, 2011
DISTRIBUTION LIST SORTED BY ORGANIZATION
Terry Sick, EnerNOC
Rob Southern, EnerNOC
Brianna Tufts – EnerNOC
Mark Bruckner, Entergy
Ed Davis, Entergy
Floyd Galvan, Entergy
Karen Radosevich, Entergy
Narinder Saini, Entergy
John N. Moore, Environmental Law and Policy Center
Denise Mulholland, EPA
Bernie Neenan, EPRI
Marc Tannenbaum, Evergreen Software Inc.
Scott Brown, Exelon Corporation
Audrey Lyke, Exelon Corporation
Stephen Bennett, Exelon Power Team
Ryan Irwin, Federal Energy Regulatory Commission
David Kathan, Federal Energy Regulatory Commission
Bill Lohrman, Federal Energy Regulatory Commission
Mary Beth Tighe, Federal Energy Regulatory Commission
Sandra Waldstein, Federal Energy Regulatory Commission
The Honorable Jon Wellinghoff, Commissioner, Federal
Energy Regulatory Commission
Robert Martinko, FirstEnergy Corp.
Dennis Brandt, Florida Power and Light Company
Dan Haywood, Florida Power & Light
Paul N. Smolen, Fox, Smolen & Associates
Phil Audet, Frontier Associates
Ed Garcia, Frontier Associates
John McClain, Frontier Associates
Greg Landreth, Frontier Association
Jay Zarnikau, Frontier Associates
Earl Fair, Gainesville Regional Utilities
Richard Spellman, GDS Associates, Inc.
Greg Ewing, Good Company Associates
Robert King, Good Company Associates
Bill Bland, GoodCents
Robert Mason, GoodCents
Liza Thompson, GoodCents
Michael Chen-Young, GreenSmith Energy Management
Systems
Marija Zivanovic Smith, Gridpoint
Donna Harper, Honeywell
Thomas McMahon, Honeywell Utility Solutions
Val Jensen, ICF International
David Meisegeier, ICF International
David Pickles, ICF International

William (Bill) Prindle, ICF International
Lou Ann Westerfield, Idaho Public Utility Commission
Biju Gopi, IESO
Marvin Rosenberg, Independent
TD Smith, Institute for Electric Efficiency
Rhonda Ferguson, Integrys
Bill Bourbonnais, Integrys Energy Services, Inc.
Dennis M. Derricks, Integrys Group
Jim Beyer, Integrys
Melissa Lauderdale, Integrys Energy
Ilze Rukis, Integrys Energy Group
Steve Schiller, International Program Measurement and
Verification Protocol (IPMVP)
Robert Burke, ISO New England Inc.
Matthew F. Goldberg, ISO New England, Inc.
David LaPlante, ISO New England Inc.
Robert Laurita, ISO New England Inc.
Eric Winkler, ISO New England Inc.
Henry Yoshimura, ISO New England Inc.
Chris Haslund, Itron, Inc.
Dave Hanna, Itron – Consulting & Analysis
Joe Loper, Itron, Inc.
P G (Bud) Para, JEA
Kelly R. Smith – Johnson Controls
Jason Jones, Kansas City Power & Light
Dan Barbieri, KEMA
Tim Hennessy, KEMA
Daniel Waintroob, KEMA Services
Mimi Goldberg, Kema/Xnergy
Liz Hicks, Kema/Xnergy
Bruce Johnson, KeySpan Corporation
Christopher Kotting, Kottage Industries, LLC
Girish Ghatikar – Lawrence Berkeley National Laboratory
Chuck Goldman, Lawrence Berkeley National Laboratory
June Han, Lawrence Berkeley National Laboratory
Grayson Heffner, Lawrence Berkeley National Laboratory
Sila Kiliccote, Lawrence Berkeley National Laboratory
David Watson, Lawrence Berkeley National Laboratory
Mark R. Bowen, Lockheed Martin Information Technology
Rebecca A. Klein, Loeffler Tuggey Pauerstein Rosenthal,
LLP
Joel Cordero, Los Angeles Dept. of Water and Power
Richard Davies, Maine Office of Public Advocate
Denis Bergeron, Maine Public Utilities Commission
Katherine Johnson, Market Development Group
Huilan Li, Maryland Public Service Commission

Appendix A, Page 7

20110503-5013 FERC PDF (Unofficial) 5/2/2011 6:13:15 PM
Report of the North American Energy Standards Board – Enclosures
Addendum NAESB Retail Electric Quadrant DSM-EE Standards
Appendix A: DSM-EE Distribution List
April 30, 2011
DISTRIBUTION LIST SORTED BY ORGANIZATION
Dan Norfolk, Maryland Public Service Commission
W. Robert Keating, Mass. Department of
Telecommunication & Energy
The Honorable Alan M. Freifeld, Commissioner, Maryland
Public Service Commission
The Honorable James Y Kerr III, McGuire Woods LLP &
McGuire Woods Consulting LLC
Huilan Li, Maryland Public Service Commission
Grey Staples, Mendota Group, LLC
Jeff King, Metropolitan Washington Council of
Governments
Pete Schimpke, Michigan Public Power Agency
Annette Holst, MidAmerican Energy
Rick Leuthauser, MidAmerican Energy Company
Carol D. Parker, MidAmerican Energy Company
Richard Walker, MidAmerican Energy Company
James Wilson, MidAmerican Energy Company
Alicia Ward, Midwest Energy Efficiency Alliance
Robert Borlick, Midwest ISO
Vijaya Ganugula, Midwest ISO
Marie Knox, Midwest ISO
Ted Kuhn, Midwest ISO
Rob Lamoureux, Midwest ISO
Mike Robinson, Midwest ISO
Ed Skiba, Midwest ISO
Mark Westendorf, Midwest ISO
Li Zhang, Midwest ISO
Gary Kajander, Monsanto
Jonathan Booe, NAESB
Rae McQuade, NAESB
Denise Rager, NAESB
Angela Gonzales, NAESB
Veronica Thomason, NAESB
Chuck Gray, National Association of Regulatory Utility
Commissioners
Charles A. Acquard, National Association of State Utility
Consumer Advocates
John McCarthy, National Energy Board
Craig G. Goodman, National Energy Marketers Association
Stacey Rantala, National Energy Marketers Association
Mike Novak, National Fuel Gas Distribution Corporation
David Jacobson, National Grid
Doug Smith, National Grid
Jim Stanzione, National Grid
Tim Stout, National Grid
Carol White, National Grid
John Holt, National Rural Electric Cooperative Association

Jay Morrison, National Rural Electric Cooperative
Association
Mary Ann Ralls, National Rural Electric Cooperative
Association
Timothy Douek, Navigant Consulting
James Manning, NCEMCS
Jack Floyd, NC Utilities Commission – Public Staff
Bob Hinton, NC Utilities Commission – Public Staff
Steve Waite, NEEP
John W. Charlton, New York ISO
Ernie Cardone, New York ISO
Robb Pike, New York ISO
Donna Pratt, New York ISO
Phillip Shafeei, New York ISO
Diane Barney, New York Public Service Commission
Alice Miller, New York Department of Public Service
Lisa Rosi, New York Department of Public Service
Sigmund Peplowski, New York State Dept. of Public
Service
Stacey Harwood, New York State Dept. of Public Service
William (Bill) Saxonis, New York State Dept. of Public
Service
Bruce Ellsworth, New York State Reliability Council
Greg Clendenning, Nexus Market Research, Inc.
Tim Pettit, Nexus Market Research, Inc.
Andrew Rodriquez, North American Electric Reliability
Corporation
Mark Lauby, North American Electric Reliability
Corporation
David R. Nevius, North American Electric Reliability
Corporation
Stephanie Monzon, North American Electric Reliability
Corporation
John Moura, North American Electric Reliability
Corporation
Julia Souder, North American Electric Reliability
Corporation
Clay Norris, North Carolina Municipal Power Agency #1
The Honorable Samuel Ervin IV, Commissioner, North
Carolina Utilities Commission
Julie Michals, Northeast Energy Efficiency Partnerships,
Inc.
Elizabeth Titus, Northeast Energy Efficiency Partnerships,
Inc.
Sue Coakley, Northeast Energy Efficiency Project
Michael F. Ahern, Northeast Utilities
Calvin Bowie, Northeast Utilities
Dave Dobratz, Northeast Utilities

Appendix A, Page 8

20110503-5013 FERC PDF (Unofficial) 5/2/2011 6:13:15 PM
Report of the North American Energy Standards Board – Enclosures
Addendum NAESB Retail Electric Quadrant DSM-EE Standards
Appendix A: DSM-EE Distribution List
April 30, 2011
DISTRIBUTION LIST SORTED BY ORGANIZATION
Gene Fry, Northeast Utilities
Sanda O’Neil, Northeast Utilities
Dave Scott, Northeast Utilities
John Scricca, Northeast Utilities
Thomas A. Adams, Northrop Grumman, Tech. Services
Robert Russell, Northwest Energy Efficiency Alliance
Tom Eckman, Northwest Power and Conservation Council
Paul McCurley, NRECA
David Olivier, NSTAR Electric & Gas
Dave Weber, NSTAR Electric
Lisa Shea, NSTAR Electric & Gas
Michelle D’Antuono, Occidental Energy Ventures Corp
Scott Wardle, Occidental Chemical
Faith S. Lambert, Office of Weatherization and
Intergovernmental Program, EE-2K
The Honorable Donald L. Mason, All American Energy
Partners LLC
Thom Pearce, Public Utilities Commission of Ohio
Deborah McKeever, Oncor
Terry Bates, Oncor Electric Delivery
Jeff Reed, Oncor Electric Delivery
Neil Hutchings, Ontario Power Authority
Brent Leith, Oracle
Heidi Konynenbelt, Otter Tail Power Company
Kim Pederson, Otter Tail Power Company
Rebecca Wentler, Otter Tail Power Company
Robert Kasman, Pacific Gas & Electric
Don Peterson, Pacific Gas and Electric
Bill Marek, PacifiCorp
Eilliott Boardman, Peak Load Management Association
(PLMA)
Craig Boice, Peak Load Management Association (PLMA)
John J. McCawley, PECO
Paul Miles, PECO Energy
Kurt Sontag, PECO Energy
Mickealia Wilson, PECO Energy
Murty Bhavaraju, PJM Interconnection, LLC
Sarah Burlew, PJM Interconnection, LLC
Susan Covino, PJM Interconnection, LLC
Adrien Ford, PJM Interconnection, LLC
Leanne Harrison, PJM Interconnection, LLC
Susan Kenney, PJM Interconnection, LLC
Pete Langben, PJM Interconnection, LLC
Alex Ma, PJM Interconnection, LLC
Serhan Ogur, PJM Interconnection, LLC
Anne Arquit Niederberger, Policy Solutions

Clifford Garner, Portland General Electric
Emilie Witkowski, Portland General Electric
Michele Greening, PPL EnergyPlus, LLC
Jim Minneman, PPL Solutions
David Meade, Praxair
Michael Jacob, Progress Energy Carolinas, Inc.
Nina McLaurin, Progress Energy
John Masiello, Progress Energy Florida
Charles Thomas, Progress Energy Florida
Steven Maestas, Public Service Co. of New Mexico
Susanna Chiu, Public Service Electric and Gas
Fred Lynk, Public Service Electric and Gas
Terry Moran, Public Service Electric and Gas
Shawnee Claiborn-Pinto, Public Utility Commission of
Texas
Cliff Crouch, Public Utility Commission of Texas
Ernest Garcia, Public Utility Commission of Texas
Theresa Gross, Public Utility Commission of Texas
Voiteh Yaroshevich, Public Utility Commission of Texas
Laura Feinstein, Puget Sound Energy
Syd H. France, Puget Sound Energy
Shannon McCormick, Puget Sound Energy
Kevin Gresham, Reliant Energy
Ross Malme, RETX
Bob Schwermann, Sacramento Municipal Utility District
Vikki Wood, Sacramento Municipal Utility District
Stephen Pelcher, Santee Cooper
Joseph Lynch, SCANA
Sonya Green-Sumpter, SCANA
Erin Erben, Salt River Project
Bill Lawton, Seminole Electric
Lane Mahaffey, Seminole Electric
Herb Emmrich, Sempra Utilities
Andrey Komissarov, Sempra Utilities
Kelly Ross Gillespie, Southeast Energy Efficiency Alliance
c/o Alliance to Save Energy
Ryn Hamilton, Southern California Edison
Joe Marone, Southern California Edison
Mark S. Martinez, Southern California Edison
Joe McCawley, Southern California Edison
Lee Stewart, Southern California Gas Company
John Ciza, Southern Company
Wilbur Johnson, Southern Company
Daryl McGee, Southern Company
Dean Ulch, Southern Company
Kyle Leach, Southern Company

Appendix A, Page 9

20110503-5013 FERC PDF (Unofficial) 5/2/2011 6:13:15 PM
Report of the North American Energy Standards Board – Enclosures
Addendum NAESB Retail Electric Quadrant DSM-EE Standards
Appendix A: DSM-EE Distribution List
April 30, 2011
DISTRIBUTION LIST SORTED BY ORGANIZATION
Kenneth Shiver, Southern Company Services
Howard Geller, Southwest Energy Efficiency Alliance
Michael Desselle, Southwest Power Pool
Dowell Hudson, Southwest Power Pool
Carl Monroe, Southwest Power Pool
Katy Onnen, Southwest Power Pool
Joshua H. Phillips, Southwest Power Pool
Mark Robinson, Southwest Power Pool
Mark Rogers, Southwest Power Pool
Mary Klos, Summit Blue Consulting
Daniel Violette, Summit Blue Consulting
Kevin Coney, Summit Blue Consulting
Can Yentur, SunGard Consulting Services, LLC
Curt Bryan, SunGard Consulting Services, LLC
Linda Gee, SunGard Consulting Services, LLC
Ross Lucas, SunGard Consulting Services, Inc.
Paul Peterson, Synapse Energy Economics
Vladlena Sabodash, Synapse Energy Economics
Dave Darnell, Systrends
Gail McKaig, Tampa Electric Company
Nick Hall, TecMarket Works
John D. Varnell, Tenaska Power Services
Joshua Brister, Tennessee Valley Authority
Matthew Mitchell, Tennessee Valley Authority
Howard Bryant, TECO Energy
Matt Brown, Tennessee Valley Authority
David Chamberlain, Tennessee Valley Authority
Edward Colston, Tennessee Valley Authority
Valerie Crockett, Tennessee Valley Authority
Jason Haile, Tennessee Valley Authority
Kyle Lawson, Tennessee Valley Authority
Kathy York, Tennessee Valley Authority
Carrie Voss, Tennessee Valley Authority
Robert W. Gee, The Gee Strategies Group
Richard Sedano, The Regulatory Assistance Project
Kevin Dunlap, The Structure Group
Karen Wei, The Structure Group
Roddy Diotalevi, The United Illuminating Co.
Megan Pomeroy, The United Illuminating Co.
Mack Wallace, TXU Energy

Christopher Freitas, U S Department of Energy
Lawrence Mansueti, U S Department of Energy
Lew W. Pratsch, U S Department of Energy
Stacy Angel, U S Environmental Protection Agency
Nikolaas Dietsch, U S Environmental Protection Agency
Dan Delurey, U.S. Demand Response Coordinating
Committee
Daniel Adamo, UGI Utilities, Inc.
William McAllister, UGI Utilities
Scott Coe, UISOL
Michelle Michot Foss, University of Texas at Austin
Center for Energy Economics
Ron Russell, University of Texas MD Anderson Cancer
Center
David R. Eichenlaub, VA State Corporation Commission
Patricia Banet, Vectren
Amanda Eades, Vectren
Marlene Parsley, Vectren
Robbie Sears, Vectren
Colleen Orsburn, Vermont Energy Investment Corp.
Pam Stonier, Vermont Public Service Board
Diane Jenkins, Virginia State Corporation Commission
Allen M. Freifeld, Viridity Energy, Inc.
Kenneth Laughlin, Viridity Energy
Alain P. Steven, Viridity Energy, Inc.
David Nightingale – WA Utilities and Transportation
Commission
Andrew Horstman, Wabash Valley Power
Kevin Warren, Warren Energy Engineering, LLC
Barb Kedrowski, We Energies
Shah Hossain, Westar Energy
Ismael Aguayo, Western Electricity Coordinating Council
Michelle Mizumori, Western Electricity Coordinating
Council
Mike Wells, Western Electricity Coordinating Council
Christopher Burden, Williams Gas Pipeline
Ronda Ferguson, Wisconsin Public Service Corporation
Valy Goepfrich, WPPI Energy
Cynthia M. Henry, Xcel Energy
Carolyn Brouillard, Xcel Energy
Liam Noailles, Xcel Energy

Appendix A, Page 10

20110503-5013 FERC PDF (Unofficial) 5/2/2011 6:13:15 PM
Report of the North American Energy Standards Board – Enclosures
Addendum NAESB Retail Electric Quadrant DSM-EE Standards
Appendix A: DSM-EE Distribution List
April 30, 2011
DISTRIBUTION LIST SORTED BY NAME
Eric Ackerman, Edison Electric Institute
Charles A. Acquard, National Association of State Utility
Consumer Advocates
Daniel Adamo, UGI Utilities
Thomas A. Adams, Northrop Grumman, Tech. Services
Ismael Aguayo, Western Electricity Coordinating Council
Michael F. Ahern, Northeast Utilities
H. Neal Allen, Alabama Power Company
Stacy Angel, U S Environmental Protection Agency
Mariam Arnaout, American Gas Association (AGA)
Tom Atkinson, EnerNOC
Phil Audet, Frontier Associates
Nancy Bagot, Electric Power Supply Association
Vicky A. Bailey, BHMM Energy Services, LOC
S Balakrishnan, ANB Enterprises, Inc.
Patricia Banet, Vectren
Dan Barbieri, KEMA
Diane Barney, New York Public Service Commission
Terry Bates, Oncor Electric Delivery
Jeb Bartley, Accenture
George Behr, Energy Services Group
Stephen Bennett, Exelon Power Team
Denis Bergeron, Maine Public Utilities Commission
Jim Beyer, Integrys
Murty Bhavaraju, PJM Interconnection, LLC
Phil Bisesi, ElectriCities of North Carolina
J.P. Blackford, American Public Power Association
Bill Bland, GoodCents
Eilliott Boardman, Peak Load Management Association
(PLMA)
Craig Boice, Peak Load Management Association
Tara Bolduc, Constellation NewEnergy
Jonathan Booe, NAESB
Robert Borlick, Midwest ISO
Bill Bourbonnais, Integrys Energy Services, Inc.
Mark R. Bowen, Lockheed Martin Information Technology
Calvin Bowie, Northeast Utilities
Ben Boyd, Distribution Control Systems, Inc.
Dennis Brandt, Florida Power and Light Company
Mary Anne Brelinsky, Eagle Energy Partners
Aaron Breidenbaugh, EnerNOC
Kristin Brief, EnerNOC
Joshua Brister, Tennessee Valley Authority
Carolyn Brouillard, Xcel Energy
Matt Brown, Tennessee Valley Authority
Scott Brown, Exelon Corporation

Mark Bruckner, Entergy
Curt Bryan, SunGard Consulting Services, LLC
Howard Bryant, TECO Energy
Christopher Burden, Williams Gas Pipeline
Robert Burke, ISO New England Inc.
Cade Burks, EC Power
Sarah Burlew, PJM Interconnection, LLC
Robert Burnette, Dominion
Bruce Campbell, EnergyConnect
Steve Capanna, Alliance to Save Energy
Ernie Cardone, New York ISO
James P. Cargas, City of Houston
Jack Cashin, Electric Power Supply Association
David Chamberlain, Tennessee Valley Authority
John W. Charlton, New York ISO
Michael Chen-Young, GreenSmith Energy Management
Systems
Susanna Chiu, Public Service Electric and Gas
John Ciza, Southern Company
Shawnee Claiborn-Pinto, Public Utility Commission of
Texas
David Clarke, Energy Washington Week
Greg Clendenning, Nexus Market Research, Inc.
Daniel Cleverdon, District of Columbia Public Service
Commission
Sue Coakley, Northeast Energy Efficiency Project
Scott Coe, UISOL
Yvonne Coleman, Bonneville Power Administration
Kevin Colmer, California ISO
Edward Colston, Tennessee Valley Authority
Kevin Cooney, Summit Blue Consulting
Joel Cordero, Los Angeles Dept. of Water and Power
Susan Covino, PJM Interconnection, LLC
Sean Crimmins, California ISO
Valerie Crockett, Tennessee Valley Authority
Clayton Crouch, Dominion Virginia Power/North Carolina
Power
Cliff Crouch, Public Utility Commission of Texas
Melissa Culbertson, CLEAResult Incorporated
Michelle D’Antuono, Occidental Energy Ventures Corp
Dave Darnell, Systrends USA
Ed Davis, Entergy
Richard Davies, Maine Office of Public Advocate
Dan Delurey, U.S. Demand Response Coordinating
Committee
Dennis M. Derricks, Integrys Group
Michael Desselle, Southwest Power Pool

Appendix A, Page 11

20110503-5013 FERC PDF (Unofficial) 5/2/2011 6:13:15 PM
Report of the North American Energy Standards Board – Enclosures
Addendum NAESB Retail Electric Quadrant DSM-EE Standards
Appendix A: DSM-EE Distribution List
April 30, 2011
DISTRIBUTION LIST SORTED BY NAME
Lonni Dieck, American Electric Power
Nikolaas Dietsch, U S Environmental Protection Agency
Roddy Diotalevi, The United Illuminating Co.
Philip DiPastena, Electric Reliability Council of Texas
Jacob Dobscha, EnergyConnect
Peter Dotson-Westphalen, Constellation NewEnergy
Timothy Douek, Navigant Consulting
Janette Dudley, CPower, Inc.
Gary Duede, The Structure Group
Kevin Dunlap, The Structure Group
Amanda Eades, Vectren
Tom Eckman, Northwest Power and Conservation Council
Mary Edwards, Dominion Virginia Power
Troy R. Eichenberger, Tennessee Valley Authority
David R. Eichenlaub, VA State Corporation Commission
Dan Ellis, Climate Master
Bruce Ellsworth, New York State Reliability Council
Herb Emmrich, Sempra Utilities
Robert Entriken, Electric Power Research Institute
Patrick Eynon, Ameren
Erin Erben, Salt River Project
The Honorable Samuel Ervin IV, Commissioner, North
Carolina Utilities Commission
Greg Ewing, Good Company Associates
Earl Fair, Gainesville Regional Utilities
Amadou Fall, ACES Power Marketing, LLC
James P. Fama, Edison Electric Institute
Chris Fan, Con Edison
Chris Farmer, Pacificorp
Laura Feinstein, Puget Sound Energy
Brett Feldman, Constellation NewEnergy
Elizabeth Fennell, Con Edison
Rhonda Ferguson, Integrys
Ronda Ferguson, Wisconsin Public Service Corporation
Dan Flaherty, Duquesne Light Company
Kristy Fleischmann, Baltimore Gas and Electric
Michael R. Flores, Direct Energy
Jack Floyd, NC Utilities Commission – Public Staff
Adrien Ford, PJM Interconnection, LLC
Michelle Michot Foss, University of Texas at Austin
Center for Energy Economics
Syd H. France, Puget Sound Energy
Ollie Frazier, Duke Energy Corporation
The Honorable Alan M. Freifeld, Commissioner, Maryland
Public Service Commission
Allen M. Freifeld, Viridity Energy, Inc.
Christopher Freitas, U S Department of Energy

Gene Fry, Northeast Utilities
Elena Futoryan, Con Edison
Cory Galik, NAESB
Kevin Galligan, Cape Light Compact
Floyd Galvan, Entergy
Vijaya Ganugula, Midwest ISO
Ed Garcia – Frontier Associates
Ernest Garcia, Public Utility Commission of Texas
Glenn Garland, CLEAResult Incorporated
Clifford Garner, Portland General Electric
Linda Gee, SunGard Consulting Services, LLC
Robert W. Gee, The Gee Strategies Group
Howard Geller, Southwest Energy Efficiency Alliance
Katherine George, Demand Response Coordinating
Committee
Girish Ghatikar – Lawrence Berkeley National Laboratory
Tom Gianneschi, Energy Regulatory Affairs, Alcoa, Inc.
Kelly Ross Gillespie, Southeast Energy Efficiency Alliance
c/o Alliance to Save Energy
Phil Giudice, EnerNOC
Valy Goepfrich, WPPI Energy
Matthew Goldberg, ISO New England
Mimi Goldberg, Kema/Xnergy
Chuck Goldman, Lawrence Berkeley National Laboratory
Krish Gomatom, Electric Power Research Institute
Angela Gonzales, NAESB
Craig G. Goodman, National Energy Marketers Association
Biju Gopi, IESO
Fred Gordon, Energy Trust of Oregon
Terri Grabiak Knupp, Allegheny Power
Bob Gray, Arizona Corporation Commission
Chuck Gray, National Association of Regulatory Utility
Commissioners
Michele Greening, PPL EnergyPlus, LLC
Sonya Green-Sumpter, SCANA
Theresa Gross, Public Utility Commission of Texas
Kevin Gresham, Reliant Energy
Clifford Grimm, DTE Energy
The Honorable Dian Grueneich, Commissioner, California
Public Utilities Commission
Jason Haile, Tennessee Valley Authority
Ed Hall, Dominion
Leah Hall, TransCanada
Nick Hall, TecMarket Works
Ryn Hamilton, Southern California Edison
June Han, Lawrence Berkeley National Laboratory
Dave Hanna, Itron – Consulting & Analysis

Appendix A, Page 12

20110503-5013 FERC PDF (Unofficial) 5/2/2011 6:13:15 PM
Report of the North American Energy Standards Board – Enclosures
Addendum NAESB Retail Electric Quadrant DSM-EE Standards
Appendix A: DSM-EE Distribution List
April 30, 2011
DISTRIBUTION LIST SORTED BY NAME
Philip Q. Hanser, Brattle Group, The
Donna Harper, Honeywell
Leanne Harrison, PJM Interconnection, LLC
Stacey Harwood, NYSDPS
Chris Haslund, Itron, Inc.
Debbie Hayes, DTE Energy
Dan Haywood, Florida Power & Light
Tim Healy, EnerNOC
Grayson Heffner, Lawrence Berkeley National Laboratory
Jeff Hein, Colorado Public Utilities Commission
Tim Hennessy, KEMA
Cynthia M. Henry, Xcel Energy
Liz Hicks, Kema/Xnergy
Cheryl Hindes, BGE Constellation Energy
Bob Hinton, NC Utilities Commission – Public Staff
Marc Hoffman, Consortium for Energy Efficiency
Annette Holst, MidAmerican Energy
John Holt, National Rural Electric Cooperative Association
Andrew Horstman, Wabash Valley Power
Shah Hossain, ELCON
Dowell Hudson, Southwest Power Pool
John Hughes, Electricity Consumers Resource Council
(ELCON)
Neil Hutchings, Ontario Power Authority
Ryan Irwin, Federal Energy Regulatory Commission
Michael Jacob, Progress Energy Carolinas, Inc.
David Jacobson, National Grid
Diane Jenkins, Virginia State Corporation Commission
Val Jensen, ICF International
Mike Jesensky, Dominion Resources
Bruce Johnson, KeySpan Corporation
David P. Johnson, Allegheny Energy, Inc.
Katherine Johnson, Market Development Group
Kathy W. Johnson, Dominion Resources
Wilbur Johnson, Southern Company
Dan Jones, Duke Energy Corporation
Jason Jones, Kansas City Power & Light
Gary Kajander, Monsanto
Murtaza Kapadia, CPower
Robert Kasman, Pacific Gas & Electric
David Kathan, Federal Energy Regulatory Commission
Ken Keating, Bonneville Power Administration
W. Robert Keating, Mass. Department of
Telecommunication & Energy
Barb Kedrowski, We Energies
Rodereck Kelley, Bonneville Power Authority

David Kelly, Baltimore Gas and Electric
Susan Kenney, PJM Interconnection, LLC
The Honorable James Y Kerr III, McGuire Woods LLP &
McGuire Woods Consulting LLC
Deanna Kesler, Dominion
Sila Kiliccote, Lawrence Berkeley National Laboratory
Jeff King, Metropolitan Washington Council of
Governments
Robert King, Good Company Associates
Ruth Kiselewich, Baltimore Gas and Electric
Rebecca A. Klein, Loeffler Tuggey Pauerstein Rosenthal,
LLP
Jonathan Kleinman, CLEAResult Incorporated
Mary Klos, Summit Blue Consulting
Jason Salmi Klotz, Bonneville Power Administration
Stephen Knapp, Constellation Energy Commodities Group,
Inc.
Marie Knox, Midwest ISO
Andrey Komissarov, Sempra Utilities
Heidi Konynenbelt, Otter Tail Power Company
David Koogler, Dominion
Owen J. Kopon, Brickfield Burchette Ritts & Stone, PC
Christopher Kotting, Kottage Industries, LLC
Steve Krein, Electric Reliability Council of Texas
Steve Kromer, Efficiency Valuation Organization
Ted Kuhn, Midwest ISO
Carlos Lamas-Babbini, Comverge
Faith S. Lambert, Office of Weatherization and
Intergovernmental Program, EE-2K
Rob Lamoureux, Midwest ISO
Greg Landreth, Frontier Associates
Pete Langben, PJM Interconnection, LLC
David LaPlante, ISO New England Inc.
Mark Lauby, North American Electric Reliability
Corporation
Melissa Lauderdale, Integrys Energy
Kenneth Laughlin, Viridity Energy
Robert Laurita, ISO New England Inc.
Kyle Lawson, Tennessee Valley Authority
Bill Lawton, Seminole Electric
Kyle Leach, Southern Company
Brent Leith, Oracle
Rick Leuthauser, MidAmerican Energy Company
Greg Locke, ElectriCities of North Carolina
Bill Lohrman, Federal Energy Regulatory Commission
Joe Loper, Itron, Inc.
Ron Losh, Southwest Power Pool

Appendix A, Page 13

20110503-5013 FERC PDF (Unofficial) 5/2/2011 6:13:15 PM
Report of the North American Energy Standards Board – Enclosures
Addendum NAESB Retail Electric Quadrant DSM-EE Standards
Appendix A: DSM-EE Distribution List
April 30, 2011
DISTRIBUTION LIST SORTED BY NAME
Ross Lucas, SunGard Consulting Services, LLC
Teri Lutz, Allegheny Power
Audrey Lyke, Exelon Corporation
Joseph Lynch, SCANA
Fred Lynk, Public Service Electric and Gas
Alex Ma, PJM Interconnection, LLC
Steven Maestas, Public Service Co. of New Mexico
Lane Mahaffey, Seminole Electric
Dirk Mahling, CPower, Inc.
Ross Malme, RETX
James Manning, NCEMCS
Lawrence Mansueti, U S Department of Energy
Bill Marek, PacifiCorp
Craig Markham, Constellation Energy
Doug Marley
Joe Marone, Southern California Edison
Mark S. Martinez, Southern California Edison
Ralph Martinez, Balance Energy
Robert Martinko, FirstEnergy Corp.
John Masiello, Progress Energy Florida
The Honorable Donald L. Mason, All American Energy
Partners LLC
Robert Mason, GoodCents
Yolanda Mason, Bayboro EC, Inc.
Meg Matt, Association of Energy Services Professionals
(AESP)
William McAllister, FERC
William McAllister, UGI Utilities
John McCarthy, National Energy Board
Joe McCawley, Southern California Edison
John J. McCawley, PECO
John McClain, Frontier Associates
Shannon McCormick, Puget Sound Energy, Inc.
Paul McCurley, NRECA
Daryl McGee, Southern Company
Gail McKaig, Tampa Electric Company
Deborah McKeever, Oncor
Nina McLaurin, Progress Energy
Thomas McMahon, Honeywell Utility Solutions
Rae McQuade, NAESB
David Meade, Praxair
Kerry Meade, CLEAResult Consulting
David Meisegeier, ICF International
Julie Michals, Northeast Energy Efficiency Partnerships,
Inc.
Joel Mickey, Electric Reliability Council of Texas
Paul Miles, PECO Energy

Ed Miller, Allegheny Power
Wendell Miyaji, ComVerge
Alice Miller, New York Department of Public Service
Jim Minneman, PPL Solutions
Matthew Mitchell, Tennessee Valley Authority
Michelle Mizumori, Western Electricity Coordinating
Council
Shaun Moher, Brickfield, Burchette, Ritts and Stone
Carl Monroe, Southwest Power Pool
Sherri Monteith, American Electric Power
Ken Monts, Electric Reliability Council of Texas
Stephanie Monzon, North American Electric Reliability
Corporation
Chuck Moore, Direct Energy
John N. Moore, Environmental Law and Policy Center
Terry Moran, Public Service Electric and Gas
Anna E. Morgan, Tennessee Valley Authority
Jay Morrison, National Rural Electric Cooperative
Association
Allen Mosher, American Public Power Association
John Moura, North American Electric Reliability
Corporation
Denise Mulholland, EPA
Diane Munns, Edison Electric Institute
Susan Munson, Electric Reliability Council of Texas
Gary Musgrave, Allegheny Power
Steven Mysholowsky, Con Edison
Jeanie Nathaniel, Baltimore Gas and Electric
Bernie Neenan, EPRI
Sharon Neidert, Dominion
Monica Nevius, Consortium on Energy Efficiency
David R. Nevius, North American Electric Reliability
Corporation
Ripley Newcomb, Dominion
Anne Arquit Niederberger, Policy Solutions
David Nightingale, WA Utilities and Transportation
Commission
Dan Norfolk, Maryland Public Service Commission
Clay Norris, North Carolina Municipal Power Agency #1
Liam Noailles, Xcel Energy
Mike Novak, National Fuel Gas Distribution Corporation
Serhan Ogur, PJM Interconnection, LLC
Tom Olinger, CenterPoint Energy
David Olivier, NSTAR Electric & Gas
Sanda O’Neil, Northeast Utilities
Kathy Onnen, Southwest Power Pool
Ren Orans, Energy and Environmental Economics, Inc.

Appendix A, Page 14

20110503-5013 FERC PDF (Unofficial) 5/2/2011 6:13:15 PM
Report of the North American Energy Standards Board – Enclosures
Addendum NAESB Retail Electric Quadrant DSM-EE Standards
Appendix A: DSM-EE Distribution List
April 30, 2011
DISTRIBUTION LIST SORTED BY NAME
Colleen Orsburn, Vermont Energy Investment Corp.
Ashlie Ossege, Duke Energy Corporation
Thomas Osterhus, Duke Energy
Ed Overtree, Constellation NewEnergy
John Oyhenart, CLEAResult Incorporated
P G (Bud) Para, JEA
Rick Paradis, EnerNOC
Carol D. Parker, MidAmerican Energy Company
Marlene Parsley, Vectren
Thom Pearce, Public Utilities Commission of Ohio
Kim Pederson, Otter Tail Power Company
Stephen Pelcher, SanteeCooper
Sigmund Peplowski, New York State Dept. of Public
Service
Daniel Perez, Energy Curtailment Specialists, Inc.
Marjorie Perlman, Energy East Management
Brett A. Perlman, Bector Consultant
Don Peterson, Pacific Gas and Electric
Paul Peterson, Synapse Energy Economics
Tim Pettit, Nexus Market Research, Inc.
Joshua H. Phillips, Southwest Power Pool
David Pickles, ICF International
Marie Pieniazek, Demand Response & Energy Consulting,
LLC
Tess Pierluissi, Consolidated Edison
Paul M. Pietsch, Demand Response Coordinating
Committee
Robb Pike, New York ISO
Nicholas Justice Planson, CPower, Inc.
Megan Pomeroy, The United Illuminating Co.
Lew W. Pratsch, U S Department of Energy
Donna Pratt, New York ISO
Phil Precht, Baltimore Gas and Electric
William (Bill) Prindle, ICF International
Karen Radosevich, Entergy
Denise Rager, NAESB
Abraham Raher, Efficiency Valuation Organization
Mary Ann Ralls, National Rural Electric Cooperative
Association
Stacey Rantala, National Energy Marketers Association
Judy W. Ray, Alabama Power Company
Jeff Reed, Oncor Electric Delivery
Anne B. Rhoades, Dominion
Rob Rice, Dominion Virginia Power
Norberto Rivera, Con Edison
Cassandra Robinson, Allegheny Power
Jennifer Robinson, Electric Power Research Institute

Mark Robinson, Southwest Power Pool
Mike Robinson, Midwest ISO
Andrew Rodriquez, NERC
Mark Rogers, Southwest Power Pool
Thomas Rone, Allegheny Power
Marvin Rosenberg, Independent
Steven Rosenstock, Edison Electric Institute
Lisa Rosi, New York State Dept. of Public Service
Ilze Rukis, Integrys Group
Robert Russell, Northwest Energy Efficiency Alliance
Ron Russell, University of Texas MD Anderson Cancer
Center
Bob Rowe, Balhoff & Rowe, LLC
Ilze Rukis, Integrys Energy Group
Vladlena Sabodash, Synapse Energy Economics
Bruce Sailors, Duke Energy
Narinder Saini, Entergy
Robert Sallee, Climate Master
Heather Sanders, California Independent System Operator
Corporation
William (Bill) Saxonis, New York State Dept. of Public
Service
Steve Schiller, International Program Measurement and
Verification Protocol (IPMVP)
Pete Schimpke, Michigan Public Power Agency
Bob Schwermann, Sacramento Municipal Utility District
Dave Scott, Northeast Utilities
John Scricca, Northeast Utilities
Robbie Sears, Vectren
Richard Sedano, The Regulatory Assistance Project
Phillip Shafeei, New York ISO
Howard H. Shafferman, Ballard Spahr Andrews &
Ingersoll, LLP
Lisa Shea, NSTAR Electric & Gas
John Shelk, Electric Power Supply Association
Kenneth Shiver, Southern Company Services
Terry Sick, EnerNOC
Tom Simchak, Alliance to Save Energy
Denise Simpson, Ameren
Ed Skiba, Midwest ISO
Glen E. Smith, Energy Curtailment Specialists, Inc.
Kelly R. Smith – Johnson Controls
TD Smith, Institute for Electric Efficiency
Paul N. Smolen, Fox, Smolen & Associates
Rodney Sobin, Alliance to Save Energy
Grace Soderberg, Edison Electric Institute
Kurt Sontag, PECO Energy

Appendix A, Page 15

20110503-5013 FERC PDF (Unofficial) 5/2/2011 6:13:15 PM
Report of the North American Energy Standards Board – Enclosures
Addendum NAESB Retail Electric Quadrant DSM-EE Standards
Appendix A: DSM-EE Distribution List
April 30, 2011
DISTRIBUTION LIST SORTED BY NAME
Julia Souder, North American Electric Reliability
Corporation
Rob Southern, EnerNOC
Richard Spellman, GDS Associates, Inc.
Pamela Sporborg, Bonneville Power Administration
Jim Stanzione, National Grid
Grey Staples, Mendota Group, LLC
Gregory Staton, DTE Energy
Eric Stern, CLEAResult Consulting
Alain P. Steven, Viridity Energy, Inc.
Lee Stewart, Southern California Gas Company
Pam Stonier, Vermont Public Service Board
Tim Stout, National Grid
Mary Straub, Baltimore Gas & Electric
Brad Swalwell, Comverge
Sheldon Switzer, Baltimore Gas and Electric
Heather Takle, Ameresco
Marc Tannenbaum, Evergreen Software Inc.
Jim Templeton, Comprehensive Energy Services
Charles Thomas, Progress Energy Florida
Veronica Thomason, NAESB
Liza Thompson, GoodCents
Mary Beth Tighe, Federal Energy Regulatory Commission
James Tillett, Endeavor Engineering, Inc.
Elizabeth Titus, Northeast Energy Efficiency Partnerships,
Inc.
Linh Tran, Balance Energy
Roy True, ACES Power Marketing
Brianna Tufts – EnerNOC
Paul Tyno, Energy Curtailment Specialist, Inc.
Dean Ulch, Southern Company
Teri Van Sumeren, Consumers Energy
John D. Varnell, Tenaska Power Services
Shannon Venable, Dominion
Daniel Violette, Summit Blue Consulting
Carrie Voss, Tennessee Valley Authority
Daniel Waintroob, KEMA Services
Steve Waite, NEEP
Rick Walden, Constellation Energy Group
Sandra Waldstein, Federal Energy Regulatory Commission
Mack Wallace, TXU Energy

Richard Walker, MidAmerican Energy Company
Kent Walter, Arizona Public Service
Alicia Ward, Midwest Energy Efficiency Alliance
Scott Wardle, Occidental Chemical
Kevin Warren, Warren Energy Engineering, LLC
Josh Warner, Bonneville Power Administration
David Watson, Lawrence Berkeley National Lab
Paul Wattles, Electric Reliability Council of Texas
Dave Weber, NSTAR Electric
The Honorable Jon Wellinghoff, Commissioner, Federal
Energy Regulatory Commission
Karen Wei, The Structure Group
Andre Wellington, Con Edison
Mike Wells, Western Electricity Coordinating Council
Rebecca Wentler, Otter Tail Power Company
Mark Westendorf, Midwest ISO
Lou Ann Westerfield, Idaho Public Utility Commission
Carol White, National Grid
Mark R. Williamson, DTE Energy
James Wilson, MidAmerican Energy Company
Mickealia Wilson, PECO
Jamie Wimberly, Distributed Energy Financial Group LOC
Eric Winkler, ISO New England Inc.
Emilie Witkowski, Puget Sound Energy, Inc.
William Wolf, Baltimore Gas and Electric
Vikki Wood, Sacramento Municipal Utility District
Damon Xenopoulos, Brickfield, Burchette, Ritts & Stone,
PC
Voitech Yaroshevich, Public Utility Commission of Texas
Walt Yeager, Duke Energy Americas, LLC
Dixon Yee, City of Palo Alto Utilities
Can Yentur, SunGard Consulting Services, LLC
Nelson Yip, Con Edison
Kathy York, Tennessee Valley Authority
Henry Yoshimura, ISO New England Inc.
Jay Zarnikau, Frontier Associates
Richard Zelenko, Dominion Retail Inc.
Li Zhang, Midwest ISO
Marija Zivanovic Smith, Gridpoint

Appendix A, Page 16

Report of the North American Energy Standards Board – Enclosures
Addendum NAESB Retail Electric Quadrant DSM-EE Standards
Appendix B: REQ DSM-EE Subcommittee Meeting Minutes Links
April 30, 2011

APPENDIX B – WEQ/RETAIL DSM EE SUBCOMMITTEE MEETING MINUTES LINKS
DATE OF MEETING

MEETING LOCATION

MEETING MINUTES

November 2, 2009

DSM-EE Meeting, Baltimore, MD
Hosted by BGE

Meeting Minutes:
http://www.naesb.org/pdf4/dsmee110209fm.doc

NUMBER OF
PARTICIPANTS
44

Attachment to Minutes:
http://www.naesb.org/pdf4/dsmee110209attach.pdf
January 27, 2010

DSM-EE Retail Demand Response Work Group
Conference Call with Web Conferencing

Meeting Notes:
http://www.naesb.org/pdf4/dsmee_group2_012710mn.doc

9

Attachment to Notes:
http://www.naesb.org/pdf4/dsmee_group2_012710a1.doc
February 18, 2010

DSM-EE Retail Demand Response Work Group
Conference Call with Web Conferencing

Meeting Notes:
http://www.naesb.org/pdf4/dsmee_group2_021810mn.doc

10

Attachments to Notes:
http://www.naesb.org/pdf4/dsmee_group2_021810a1.doc
http://www.naesb.org/pdf4/dsmee_group2_021810a3.doc
http://www.naesb.org/member_login_check.asp?doc=dsmee_group2_
021810a2.doc
April 22, 2010

DSM-EE Retail Demand Response Work Group
Conference Call with Web Conferencing

Meeting Notes:
http://www.naesb.org/pdf4/dsmee_group2_042210mn.doc

11

Attachments to Notes:
http://www.naesb.org/member_login_check.asp?doc=dsmee_group2_
042210a1.doc
http://www.naesb.org/pdf4/dsmee_group2_042210a2.doc
May 13, 2010

DSM-EE Retail Demand Response Work Group
Conference Call with Web Conferencing

Meeting Notes:
http://www.naesb.org/pdf4/dsmee_group2_051310mn.doc

12

Attachments to Notes:
http://www.naesb.org/member_login_check.asp?doc=dsmee_group2_
051310a1.doc
http://www.naesb.org/pdf4/dsmee_group2_051310a2.doc
May 20, 2010

DSM-EE Meeting, Holyoke, MA
Hosted by ISO New England

Meeting Minutes:
http://www.naesb.org/pdf4/dsmee052010fm.doc

32

Appendix B, Page 1

Report of the North American Energy Standards Board – Enclosures
Addendum NAESB Retail Electric Quadrant DSM-EE Standards
Appendix B: REQ DSM-EE Subcommittee Meeting Minutes Links
April 30, 2011
APPENDIX B – WEQ/RETAIL DSM EE SUBCOMMITTEE MEETING MINUTES LINKS
DATE OF MEETING

MEETING LOCATION

MEETING MINUTES

NUMBER OF
PARTICIPANTS

June 30, 2010

DSM-EE Retail Demand Response Work Group
Conference Call with Web Conferencing

Meeting Notes:
http://www.naesb.org/pdf4/dsmee_group2_063010mn.doc

8

July 8, 2010

DSM-EE Joint Wholesale DR Work Group, Retail DR
Work Group and Retail Glossary Subcommittee
Conference Call with Web Conferencing

Meeting Notes:
http://www.naesb.org/pdf4/dsmee_group2_group3_retail_glossary070
810mn.doc

15

Attachments to Notes:
http://www.naesb.org/pdf4/dsmee_group2_group3_retail_glossary070
810a1.xls
http://www.naesb.org/pdf4/dsmee_group2_group3_retail_glossary070
810a2.doc
July 9, 2010

DSM-EE Retail Demand Response Work Group
Request for Informal Comments due July 23, 2010

Request for Informal Comments due July 23, 2010:
http://www.naesb.org/pdf4/dsmee_group2_070910reqcom.doc
Attachments to Informal Comments:
http://www.naesb.org/pdf4/dsmee_group2_070910w1.doc
http://www.naesb.org/pdf4/dsmee_group2_070910w2.doc
Comments Submitted by Energy Curtailment Specialists:
http://www.naesb.org/pdf4/dsmee_group2_070910ecs.pdf

8

July 27, 2010

DSM-EE Meeting, Baltimore, MD
Hosted by BGE

Meeting Minutes:
http://www.naesb.org/pdf4/dsmee072710fm.doc

32

August 11, 2010

DSM-EE Retail Demand Response Work Group
Conference Call with Web Conferencing

Meeting Notes:
http://www.naesb.org/pdf4/dsmee_group2_081110mn.doc

8

September 1, 2010

DSM-EE Retail Demand Response Work Group
Conference Call with Web Conferencing

Meeting Notes:
http://www.naesb.org/pdf4/dsmee_group2_090110mn.doc

10

September 15, 2010

DSM-EE Joint Wholesale DR Work Group, Retail DR
Work Group and Retail Glossary Subcommittee
Conference Call with Web Conferencing

Meeting Notes:
http://www.naesb.org/pdf4/dsmee_group2_group3_retail_glossary091
510mn.doc

8

Attachment to Notes:
http://www.naesb.org/pdf4/dsmee_group2_group3_retail_glossary091
510a1.xls
September 21, 2010

DSM-EE Retail Demand Response Work Group
Conference Call with Web Conferencing

Meeting Notes:
http://www.naesb.org/pdf4/dsmee_group2_092110mn.doc

12

Appendix B, Page 2

Report of the North American Energy Standards Board – Enclosures
Addendum NAESB Retail Electric Quadrant DSM-EE Standards
Appendix B: REQ DSM-EE Subcommittee Meeting Minutes Links
April 30, 2011
APPENDIX B – WEQ/RETAIL DSM EE SUBCOMMITTEE MEETING MINUTES LINKS
DATE OF MEETING

MEETING LOCATION

MEETING MINUTES

NUMBER OF
PARTICIPANTS

September 28, 2010

DSM-EE Meeting, Austin, TX
Hosted by ERCOT

Meeting Minutes:
http://www.naesb.org/pdf4/dsmee092810dm.doc

29

October 12, 2010

DSM-EE Retail Demand Response Work Group
Conference Call with Web Conferencing

Meeting Notes:
http://www.naesb.org/pdf4/dsmee_group2_101210mn.doc

10

Attachments to Notes:
http://www.naesb.org/pdf4/dsmee_group2_101210a1.doc
http://www.naesb.org/pdf4/dsmee_group2_101210a2.doc
http://www.naesb.org/pdf4/dsmee_group2_101210a3.doc
October 22, 2010

DSM-EE Joint Wholesale DR Work Group, Retail DR
Work Group and Retail Glossary Subcommittee
Conference Call with Web Conferencing

Meeting Notes:
http://www.naesb.org/pdf4/dsmee_group2_group3_retail_glossary102
210mn.doc

11

Attachment to Notes:
http://www.naesb.org/pdf4/dsmee_group2_group3_retail_glossary102
210a1.xls
November 2, 2010

DSM-EE Joint Wholesale DR Work Group, Retail DR
Work Group and Retail Glossary Subcommittee
Conference Call with Web Conferencing

Meeting Notes:
http://www.naesb.org/pdf4/dsmee_group2_group3_retail_glossary110
210mn.doc

10

Attachment to Notes:
http://www.naesb.org/pdf4/dsmee_group2_group3_retail_glossary110
210a1.xls
December 1, 2010

DSM-EE, Richmond, VA
Hosted by Dominion Virginia Power

Meeting Minutes:
http://www.naesb.org/pdf4/dsmee120110dm.doc

March 28, 2011

DSM-EE Retail Demand Response Work Group
Conference Call with Web Conferencing

Meeting Notes:

25

Attachment to Notes:
http://www.naesb.org/pdf4/dsmee_group2_032811a1.doc
http://www.naesb.org/pdf4/dsmee_group2_032811a2.pdf

Appendix B, Page 3

Report of the North American Energy Standards Board – Enclosures
Addendum NAESB Retail Electric Quadrant DSM-EE Standards
Appendix C: Executive Committee Meeting Minutes, Comments, Voting Records Links and Availability of Transcripts
April 30, 2011
APPENDIX C – EXECUTIVE COMMITTEE MEETING MINUTES, COMMENTS, VOTING RECORDS LINKS AND AVAILABILITY OF TRANSCRIPTS
DATE

LINK TO EXECUTIVE COMMITTEE MINUTES AND
VOTING RECORDS

LINK TO COMMENTS

AVAILABILITY OF TRANSCRIPTS1

October 28, 2009

NAESB Executive Committee Meetings, Richmond, VA
Retail EC Minutes:
http://www.naesb.org/pdf4/retail_ec102809fm.doc

No comments requested or provided relating to
the REQ DSM standards

Jill Vaughn, CSR - 281-853-6807

December 22, 2009

NAESB Retail Executive Committee
Notational Ballot due January 15, 2010
Results: http://www.naesb.org/pdf4/retail_ec122209results.doc

No comments requested or provided relating to
the REQ DSM standards

No transcripts provided as this was not a
meeting – it was a notational ballot.

February 3, 2010

NAESB Executive Committee Meetings, Phoenix, AZ
Retail EC Minutes:
http://www.naesb.org/pdf4/retail_ec020310fm.doc

No comments requested or provided relating to
the REQ DSM

Jill Vaughn, CSR - 281-853-6807

February 19, 2010

NAESB Retail Executive Committee
Notational Ballot due March 5, 2010
Results:
http://www.naesb.org/pdf4/wgq_req_rgq_ec021910results.doc

No comments requested or provided relating to
the REQ DSM standards

No transcripts provided as this was not a
meeting – it was a notational ballot.

May 5, 2010

NAESB Executive Committee Meetings, Harrisburg, PA
Retail EC Minutes:
http://www.naesb.org/pdf4/retail_ec050510fm.doc

No comments requested or provided relating to
the REQ DSM

Jill Vaughn, CSR – 281-853-6807

June 7, 2010

NAESB Joint WEQ/REQ Executive Committee Single Topic
Review Session (Conference Call with Web Conferencing)
Meeting Minutes:
http://www.naesb.org/pdf4/weq_req_ec060710mn.doc

No comments requested or provided relating to
the REQ DSM standards

No transcripts provided for review session

June 16, 2010

NAESB Joint WEQ/REQ Executive Committee Single Topic
Conference Call with Web Conferencing
Meeting Minutes:
http://www.naesb.org/pdf4/weq_req_ec061610fm.doc

No comments requested or provided relating to
the REQ DSM standards

Jill Vaughn, CSR – 281-853-6807

August 18, 2010

NAESB Executive Committee Meetings, Colorado Springs,
CO
Retail EC Minutes:
http://www.naesb.org/pdf4/retail_ec081810fm.doc

No comments requested or provided relating to
the REQ DSM standards

Agren Blando Court Reporting – 303-2960017

1
The Federal Energy Regulatory Commission and other regulatory agencies may contact the NAESB office to obtain electronic copies of the transcripts. All others can contact the transcription
service and order the transcripts for a nominal fee.

Appendix C, Page 1

Report of the North American Energy Standards Board – Enclosures
Addendum NAESB Retail Electric Quadrant DSM-EE Standards
Appendix C: Executive Committee Meeting Minutes, Comments, Voting Records Links and Availability of Transcripts
April 30, 2011
APPENDIX C – EXECUTIVE COMMITTEE MEETING MINUTES, COMMENTS, VOTING RECORDS LINKS AND AVAILABILITY OF TRANSCRIPTS
DATE

LINK TO EXECUTIVE COMMITTEE MINUTES AND
VOTING RECORDS

LINK TO COMMENTS

AVAILABILITY OF TRANSCRIPTS1

October 22, 2010

NAESB Joint WEQ/REQ Executive Committee Single Topic
Conference Call with Web Conferencing
Meeting Minutes:
http://www.naesb.org/pdf4/weq_req_ec102210fm.doc

No comments requested or provided relating to
the REQ DSM standards

Jill Vaughn, CSR – 281-853-6807

October 27, 2010

NAESB Executive Committee Meetings, Richmond, VA
Retail EC Minutes:
http://www.naesb.org/pdf4/retail_ec102710fm.doc

No comments requested or provided relating to
the REQ DSM standards

Jill Vaughn, CSR – 281-853-6807

December 8, 2010

NAESB REQ Request for Formal Comments due January 14,
2011:

Request for Formal Comments due January 14,
2011:
http://www.naesb.org/pdf4/req_120810_reqcom.d
oc
Comments Submitted by Duke Energy:
http://www.naesb.org/pdf4/req_120810_duke_ene
rgy.doc
Late Comments Submitted by Southern California
Edison:
http://www.naesb.org/pdf4/req_120810_sce.doc

No transcripts provided as this was not a
meeting – it was a request for formal
comments.

Recommendation Retail 2010 Annual Plan Item 3c – M&V for
Demand Response Programs:
Redline:
http://www.naesb.org/pdf4/retail_2010_api_3c_rec_redline.do
c
Clean:
http://www.naesb.org/pdf4/retail_2010_api_3c_rec_clean.doc
February 2, 2011

NAESB Executive Committee Meetings, Phoenix, AZ
Retail EC Minutes:
http://www.naesb.org/pdf4/retail_ec020211dm.doc

Recommendation: 2010 Retail Annual Plan Item
3(c) Phase 2: M&V for Demand Response
Programs as approved by the REQ Executive
Committee on February 2, 2011:
http://www.naesb.org/member_login_form.asp?do
c=req_rat021811_2010_retail_api_3_c_rec.doc

Jill Vaughn, CSR – 281-853-6807

March 25, 2011

NAESB REQ Executive Committee Notational Ballot due
April 8, 2011
Results:
http://www.naesb.org/pdf4/req_ec032511ballot_results.doc

MC11010: Minor Correction to Diagram for
Meter Before/Meter After Definition (DSM-EE
Standards):
http://www.naesb.org/pdf4/req_mc11010.doc

No transcripts provided as this was not a
meeting – it was a notational ballot.

April 13, 2011

NAESB Retail Executive Committee Notational Ballot due
April 27, 2011

MC11012 - Minor Correction to Retail Books,
Version 1.3, Business Definitions - updates reflect
the most-recently approved definitions by the
REQ Glossary Subcommittee:
http://www.naesb.org/pdf4/retail_mc11012.doc

No transcripts provided as this was not a
meeting – it was a notational ballot.

Appendix C, Page 2

Report of the North American Energy Standards Board – Enclosures
Addendum NAESB Retail Electric Quadrant DSM-EE Standards
Appendix C: Executive Committee Meeting Minutes, Comments, Voting Records Links and Availability of Transcripts
April 30, 2011

Appendix C, Page 3

Report of the North American Energy Standards Board – Enclosures
Addendum NAESB Retail Electric Quadrant DSM-EE Standards
Appendix D: Links to Ratification Ballot and Ratification Results
April 30, 2011
APPENDIX D – RATIFICATION BALLOT AND RATIFICATION RESULTS
DATE OF
RATIFICATION

RATIFICATION BALLOT

RESULTS

FINAL ACTIONS

February 18, 2011

Ratification Ballot Due March 21, 2011:
http://www.naesb.org/member_login_form.asp?doc=req_rat021811ball
ot.doc

Ratification Tally:
http://www.naesb.org/member_login_f
orm.asp?doc=rat_req032111tally.xls

2010 Retail Annual Plan Item 3(c) Phase 2 Final
Action: M&V for Demand Response:
http://www.naesb.org/member_login_form.asp?doc=f
a_2010_retail_api_3_c.doc

Recommendation: 2010 Retail Annual Plan Item 3(c) Phase 2: M&V
for Demand Response Programs as approved by the REQ Executive
Committee on February 2, 2011:
http://www.naesb.org/member_login_form.asp?doc=req_rat021811_20
10_retail_api_3_c_rec.doc

Appendix D, Page 1

20110503-5013 FERC PDF (Unofficial) 5/2/2011 6:13:15 PM
Report of the North American Energy Standards Board – Enclosures
Addendum NAESB Retail Electric Quadrant DSM-EE Standards
Appendix E: 2009 Retail Gas and Electric Quadrants Annual Plan
April 30, 2011

NORTH AMERICAN ENERGY STANDARDS BOARD
2009 ANNUAL PLAN for the RETAIL GAS and ELECTRIC QUADRANTS
Approved by the NAESB Board of Directors on December 10, 2009
Item Number & Description1
1.

Completion2

Assignment34

Electronic Retail Billing.
Develop Technical Electronic Implementation Standards and Data Dictionaries –
Book 9: Customer Billing and Payment Notification via Uniform Electronic
Transactions, (R05016 and Attachment, submitted by Wal-Mart/J.C. Penney)

2nd Q, 2009

TEIS

2nd Q, 2009

TEIS

2nd Q, 2009

TEIS

2nd Q, 2009

BPS

3rd Q, 2009

IR/TEIS/Texas
Task Force

2nd Q, 2010

Ad Hoc EC
Certification
Group

Dates of
individual
tasks shown
below

Joint WEQ/REQ
DSM
Subcommittee

4th Q, 2008

WEQ Section of
the Joint
WEQ/REQ DSM
Subcommittee

2010

WEQ Section of
the Joint
WEQ/REQ DSM
Subcommittee

3rd Q, 2009

Joint WEQ/REQ
DSM

Status: Complete
2.

Develop Technical Electronic Implementation Standards and Data Dictionaries –
Book 8: Customer Information
Status: Complete

3.

Develop Technical Electronic Implementation Standards and Data Dictionaries –
Book 10: Customer Enrollment, Drop and Account Information Change (Non Texas
Model)
Status: Complete

4.

Customer Inquiries
a.

Develop Model Business Practices and procedures for responding to customer
inquiries directed to Distributors and/or Suppliers and for notification of the
other party.
Status: Complete

b.

Develop Technical Electronic Implementation Standards to support MBPs for
customer inquiries directed to Distributors and/or Suppliers and for notification
of the other party.
Status: Complete – no standards needed

5.

Develop NAESB Certification checklist criteria for Retail Quadrants to be used in the
NAESB Certification Program.
Status: Not Started. Dependent upon publication of Version 1.1 at a minimum, but
more dependent upon completion of Customer Choice efforts.

6.

Review and develop needed model business practices for a standardized method for
quantifying benefits, savings, cost avoidance and/or the reduction in energy demand
and usage derived from the implementation of demand side management and energy
efficiency programs. This effort will include demand side response, energy efficiency
programs and metering, including the 'curtailment service provider' program.
Status: Underway
a.

Develop matrix and business practice standards for measurement and
verification for demand response products and services in ISO/RTO footprint
areas.
Status: Completed

b.

Develop more detailed technical standards for the measurement and verification
of demand response products and services in ISO-RTO footprint areas.
Status: Underway

c.

Develop preamble for business practice standards for measurement and
verification for demand response and energy efficiency programs.

Appendix E, Page 1

20110503-5013 FERC PDF (Unofficial) 5/2/2011 6:13:15 PM
Report of the North American Energy Standards Board – Enclosures
Addendum NAESB Retail Electric Quadrant DSM-EE Standards
Appendix E: 2009 Retail Gas and Electric Quadrants Annual Plan
April 30, 2011
NORTH AMERICAN ENERGY STANDARDS BOARD
2009 ANNUAL PLAN for the RETAIL GAS and ELECTRIC QUADRANTS
Approved by the NAESB Board of Directors on December 10, 2009
Item Number & Description1

Completion2

Subcommittee

Status: Completed
d.

Develop glossary for business practice standards

Ongoing

Joint WEQ/REQ
DSM
Subcommittee

3rd Q, 2009

Retail Section of
the Joint
WEQ/REQ DSM
Subcommittee

Combined
with 6g

WEQ Section of
the Joint
WEQ/REQ DSM
Subcommittee

2010

WEQ Section of
the Joint
WEQ/REQ DSM
Subcommittee

Moved to
Provision
Items

Joint WEQ/REQ
DSM
Subcommittee

2010

Joint WEQ/REQ
DSM
Subcommittee

2nd Q, 2009

Joint Retail/WGQ
Contracts

2nd Q, 2010

BPS

2nd Q, 2010

BPS

Status: Ongoing
e.

Support retail development of matrix and model business practice standards for
measurement and verification for demand response programs
Status: Completed

f.

Develop business practice standards to measure and verify energy reductions
that are made to comply with a Renewable Portfolio Standard that included
energy efficiency or a stand-alone Energy Efficiency Portfolio Standard.
Status: Upon further review, the task force has determined this work will be
completed under Annual Plan Item 6g.

g.

Develop business practice standards to factor Demand Control and Energy
Efficiency programs into reliability / supply decisions at the wholesale level for
generation and transmission planning and operations.
Status Underway (An estimated completion date will be established in 4th Q
after the new working group has been formalized)

h.

Develop business practice standards to support cap and trade programs for green
house gas.
Status: Moved to Provisional Items. This item will not be addressed until
Congress has addressed pending legislation.

i.

Support the second phase of retail development of model business practice
standards for demand response programs
Status: Not started

7.

Revise the Trading Partner Agreement TPA by removing the Exhibits from the
agreement and relegate such information as contained in the Exhibits to operational
worksheet(s), (R08015).

Assignment34

Status: Complete
8.

Billing and Payments
a.

Develop Process Flows to be included as models in book 3 – billing and
payments
Status: Underway

b.

If the development of Process Flows indicate a gap in the model business
practices, then develop new model business practices to address the gap.
Status: Underway

Appendix E, Page 2

20110503-5013 FERC PDF (Unofficial) 5/2/2011 6:13:15 PM
Report of the North American Energy Standards Board – Enclosures
Addendum NAESB Retail Electric Quadrant DSM-EE Standards
Appendix E: 2009 Retail Gas and Electric Quadrants Annual Plan
April 30, 2011
NORTH AMERICAN ENERGY STANDARDS BOARD
2009 ANNUAL PLAN for the RETAIL GAS and ELECTRIC QUADRANTS
Approved by the NAESB Board of Directors on December 10, 2009

9.

Item Number & Description1

Completion2

Assignment34

Model Business Practices User Guide

3rd Q, 2010

BPS

4th Q, 2009

BPS

1st Q, 2010

BPS

4th Q, 2009

BPS

2nd Q, 2010

BPS

4th Q, 2009

BPS

4th Q, 2010

BPS

4th Q, 2010

BPS

Add a new section to Book 0 to describe what Books have been developed, how the
Books are laid out, and revised the title of the Book to reflect the additions
Status: Started
10.

Additional Registration Agent Processes
a.

Review all existing Model Business Practices to determine if the Service
Request process is already covered, and if necessary develop any new Model
Business Practices required
Status: Underway

b.

Review all existing Model Business Practices to determine if the update
Customer Information process is already covered, and if necessary develop any
new Model Business Practices required
Status: Underway

c.

Review all existing Model Business Practices to determine if the disconnection
and reconnection process is already covered, and if necessary develop any new
Model Business Practices required.
Status: Underway
i.

Create MBPs for disconnection/reconnection initiated by the supplier
Status: Underway

ii.

Create MBPs for disconnection/reconnection initiated by the distribution
company
Status: Underway

d.

Review all existing Model Business Practices to determine if the billing &
payment process is already covered, and if necessary develop any new Model
Business Practices required
Status: Included in item 8

11.

Supplier Certification
Review Book 1 – Market Participant Interactions to determine if Supplier Certification
is fully covered, and if necessary develop any new Model Business Practices required
with the potential of moving all related Model Business Practices to a new Book
Status: Not Started

12.

Supplier Marketing Practices
Develop Model Business Practices providing for a “Consumer Disclosure Statement”
to be presented to residential and small commercial customers describing the
Supplier’s service offering and related contract provisions. This statement would also
identify how certain Supplier-Customer interactions are conducted.
Amongst the topics to be considered for inclusion on the statement would be the
following:
• the most important terms of the Supplier agreement, such as the contract’s term
and termination fee provisions;

Appendix E, Page 3

20110503-5013 FERC PDF (Unofficial) 5/2/2011 6:13:15 PM
Report of the North American Energy Standards Board – Enclosures
Addendum NAESB Retail Electric Quadrant DSM-EE Standards
Appendix E: 2009 Retail Gas and Electric Quadrants Annual Plan
April 30, 2011
NORTH AMERICAN ENERGY STANDARDS BOARD
2009 ANNUAL PLAN for the RETAIL GAS and ELECTRIC QUADRANTS
Approved by the NAESB Board of Directors on December 10, 2009
Item Number & Description1

Completion2

Assignment34

• training and identification of Supplier marketing representatives;
• protocols for Supplier in-person and telephone contacts with customers;
• added measures for protecting non-English speaking customers; and
• Processes for handling customer complaints and resolving disputes arising from
Supplier marketing activities.
Status: Not Started
Program of Standards Maintenance & Fully Staffed Standards Work5
Business Practice Requests

Ongoing

Assigned by the
EC

Information Requirements and Technical Mapping of Business Practices

Ongoing

Assigned by the
EC

Ongoing Interpretations for Clarifying Language Ambiguities

Ongoing

Assigned by the
EC

Ongoing Maintenance of Code Values and Other Technical Matters

Ongoing

Assigned by the
EC

Ongoing Development and Maintenance of Definitions

Ongoing

Glossary

Provisional Activities
Joint Effort:
Supplier Certification: Develop practices for Distribution Companies to register/certify new Suppliers when they
seek to begin doing business in the Distribution Company’s service area.
Modify TPA as necessary.
Review security standards as may be deemed necessary, such as Public Key Infrastructure (PKI).
Review existing body of model business practices for consistency and develop or modify model business practices
as needed.
Retail Electric Quadrant Effort Only:
Retail Meter Data Validation, Editing & Estimating: Develop procedures for insuring the integrity and validity of
retail customer metering data that is needed by utilities and suppliers for billing, etc. Issues related to unbundled or
competitive metering are not to be considered.
Settlement Process: Reconcile energy schedules and energy delivered by suppliers within a given market. Note:
will need to be coordinated with the WEQ for the REQ.
Develop business practice standards for cap and trade programs for green house gas (See action item 6h).
Retail Gas Quadrant Effort Only:
Examine Wholesale Gas Quadrant Non-EDM Standards for applicability to retail business practices.
Settlement Process: Reconcile energy schedules and energy delivered by suppliers within a given market.

Appendix E, Page 4

20110503-5013 FERC PDF (Unofficial) 5/2/2011 6:13:15 PM
Report of the North American Energy Standards Board – Enclosures
Addendum NAESB Retail Electric Quadrant DSM-EE Standards
Appendix E: 2009 Retail Gas and Electric Quadrants Annual Plan
April 30, 2011
RETAIL ELECTRIC & RETAIL GAS QUADRANT EXECUTIVE COMMITTEES AND SUBCOMMITTEES STRUCTURE
Retail Electric & Retail Gas
Quadrant Executive Committees
(REQ and RGQ ECs)

Business Practices Subcommittee (BPS)

Contracts Subcommittee (dormant)
Model Business
Practice
Development

Glossary Subcommittee

Joint Retail/WEQ DSM-EE Subcommittee

Retail Ad Hoc Texas Task Force (*)

Smart Grid Standards Task Force (**)

Information Requirements Subcommittee (IR)

Technical
Standards
Development

Technical Electronic
Implementation Subcommittee (TEIS)
Task Forces & Working Groups
6

NAESB Retail Subcommittee Leadership:
Executive Committee: Mike Novak, Chair (RGQ), Ruth Kiselewich, Chair (REQ)
Business Practices Subcommittee: Phil Precht (RGQ), Mary Edwards and Dan Jones (REQ)
Information Requirements Subcommittee: Jennifer Teel (REQ)
Technical Electronic Implementation Subcommittee: TBD
Glossary Subcommittee: Don Sytsma (RGQ), Mary Edwards and Patrick Eynon (REQ)
DSM-EE Subcommittee: Ruth Kiselewich, David Koogler (REQ), Roy True (WEQ), and Paul Wattles (WEQ)
Retail Ad Hoc Texas Task Force: Debbie McKeever (REQ) and Susan Munson (REQ)
(*) The Retail Ad Hoc Texas Task Force may draft MBPs, process flows, implementation guides and technical standards
supportive of the Registration Agent. The group is chaired by Debbie McKeever and Susan Munson.
(**) The Smart Grid Task Force is a joint group of the retail electric and wholesale electric quadrant with other standards
development groups such as OASIS, CalConnect, FIX and UCAIug, and includes other groups. Direction may be given from
NIST, DoE or FERC and the group reports to the NAESB Board Smart Grid Strategic Steering Committee. The group is chaired
by Brent Hodges, Wayne Longcore, Joe Zhou and Robert Burke.

Appendix E, Page 5

20110503-5013 FERC PDF (Unofficial) 5/2/2011 6:13:15 PM
Report of the North American Energy Standards Board – Enclosures
Addendum NAESB Retail Electric Quadrant DSM-EE Standards
Appendix E: 2009 Retail Gas and Electric Quadrants Annual Plan
April 30, 2011

1 As outlined in the NAESB Bylaws, the REQ and RGQ will also address requests submitted by members and assigned to the
REQ and RGQ through the Triage Process.
1

Dates in the completion column are by end of the quarter for completion by the assigned committee. The dates do not
necessarily mean that the standards are fully staffed to be implementable by the industry, and/or ratified by membership. If one
item is completed earlier than planned, another item can begin earlier and possibly complete earlier than planned. There are no
begin dates on the plan.

1

The assignments are abbreviated. The abbreviations and committee structure can be found at the end of the annual plan
document.

1

The DSM-EE subcommittee is expected to be split into several separate subcommittees to support concurrent development of
separate standards sets. The split is to take place at the end of May after which the assignments will be modified.

1

This work is considered routine maintenance and thus the items are not separately numbered. The REQ and RGQ ECs will
assign maintenance efforts on a request-by-request basis.

1

The ECs and the subcommittees can create task forces and working groups to support their development activities for
development of model business practices and technical standards.

Appendix E, Page 6

20110503-5013 FERC PDF (Unofficial) 5/2/2011 6:13:15 PM
Report of the North American Energy Standards Board – Enclosures
Addendum NAESB Retail Electric Quadrant DSM-EE Standards
Appendix F: 2010 Retail Gas and Electric Quadrants Annual Plan
April 30, 2011
NORTH AMERICAN ENERGY STANDARDS BOARD
2010 ANNUAL PLAN for the RETAIL GAS and ELECTRIC QUADRANTS
As Approved by the NAESB Board of Directors on September 23, 2010 With Proposed Changes from the Retail ECs
Item Number & Description1
1.

Completion2

Assignment3 4

Develop Technical Electronic Implementation Standards and Data Dictionaries –
Book 10: Customer Enrollment, Drop and Account Information Change
a..

For the Distribution Company Registration Model Registration Agent Model

2011

TEIS

Status: Not Started
2.

Develop NAESB Certification checklist criteria for Retail Quadrants to be used in
the NAESB Certification Program. The certification checklist may address test
scripts, a checklist of items to be tested, data connectivity for test scripts and EDM
testing.

2011

Ad Hoc EC
Certification Group

Status: Not Started. Dependent upon publication of Version 2.0 at a minimum, but
more dependent upon completion of Customer Choice efforts, expected 1st Q 2011
at the earliest.
3. Review and develop business practices standards to Demand Response, Demand Side Management and Energy
Efficiency Programs
Review and develop needed model business practices for a standardized method for quantifying benefits, savings, cost
avoidance and/or the reduction in energy demand and usage derived from the implementation of demand side management
and energy efficiency programs. This effort will include demand side response, energy efficiency programs and metering,
including the 'curtailment service provider' program. The wholesale and retail demand response work groups and the Smart
Grid Standards Subcommittees should actively and timely communicate and coordinate work products to ensure consistency
between the three work groups. Each work group should take into account the work products developed by the other.
a.

Develop glossary for business practice standards

Ongoing

Joint WEQ/REQ
DSM Subcommittee

1stQ, 2011

Joint WEQ/REQ
DSM-EE
Subcommittee

4th Q, 2010

REQ Section of the
Joint WEQ/REQ
DSM Subcommittee

4th Q, 2010

REQ Section of the
Joint WEQ/REQ
DSM Subcommittee
with coordination
with Smart Grid
Standards Task Force
and REQ BPS

2nd Q, 2010

BPS

Status: Ongoing
b.

Develop business practice standards used to measure and verify reductions in
energy and demand from energy efficiency in wholesale and retail markets.5
This includes developing business practice standards to measure and verify
energy reductions that are made to comply with a Renewable Portfolio
Standard that included energy efficiency or a stand-alone Energy Efficiency
Portfolio Standard.
Status: Underway

c.

Support the second phase of retail development of model business practice
standards for demand response programs
Status: Complete

d.

Create common interfaces and data structures necessary for enrolling DR
sites into a DR program (Request No. R10002)
Status: Underway

4.

Billing and Payments
a.

Develop Process Flows to be included as models in Book 3 – Billing and
Payments
Status: Completed

Appendix F, Page 1

20110503-5013 FERC PDF (Unofficial) 5/2/2011 6:13:15 PM
Report of the North American Energy Standards Board – Enclosures
Addendum NAESB Retail Electric Quadrant DSM-EE Standards
Appendix F: 2010 Retail Gas and Electric Quadrants Annual Plan
April 30, 2011
NORTH AMERICAN ENERGY STANDARDS BOARD
2010 ANNUAL PLAN for the RETAIL GAS and ELECTRIC QUADRANTS
As Approved by the NAESB Board of Directors on September 23, 2010 With Proposed Changes from the Retail ECs
Item Number & Description1

Completion2

b.

2nd Q, 2010

BPS

4th Q, 2010

BPS

2011

BPS

1st Q, 2010

BPS

4th Q, 2009

BPS

4th Q, 2009

BPS

2011

BPS

2011

BPS

2011

IR/TEIS

2011

IR/TEIS

If the development of Process Flows indicate a gap in the model business
practices, then develop new model business practices to address the gap.

Assignment3 4

Status: Completed
5.

Model Business Practices User Guide
a.

Add a new section to Book 0 to describe what Books have been developed,
how the Books are laid out, and revised the title of the Book to reflect the
additions
Status: Completed

b.

Develop process flows to support the user’s guide
Status: Not Started

6.

Additional Registration Agent Processes
a.

Review all existing Model Business Practices to determine if the Customer
Information process is already covered, and if necessary develop any new
Model Business Practices required
Status: Completed

b.

Review all existing Model Business Practices to determine if the
disconnection and reconnection process is already covered, and if necessary
develop any new Model Business Practices required.
Status: Completed
i.

Create MBPs for disconnection/reconnection initiated by the supplier
Status: Completed

ii.

Create MBPs for disconnection/reconnection initiated by the
distribution company
Status: Completed

c.

Review all existing Model Business Practices to determine if there are other
Registration Agent Model processes not covered, and develop a prioritized
list of those processes, if any.
Status: Underway

d.

Develop Model Business Practices and Process Flows for those Registration
Agent Model processes on the prioritized list developed in (c) above, if any.
Status: Underway

e.

Develop Technical Electronic Implementation Standards and Data
Dictionaries to support Model Business Practices of Book 14 – Service
Requests, Disconnections and Reconnections in the registration Agent Model
Status: Underway

f.

Develop Technical Electronic Implementation Standards and Data
Dictionaries to support any Model Business Practices developed in (d) above
Status: Underway

Appendix F, Page 2

20110503-5013 FERC PDF (Unofficial) 5/2/2011 6:13:15 PM
Report of the North American Energy Standards Board – Enclosures
Addendum NAESB Retail Electric Quadrant DSM-EE Standards
Appendix F: 2010 Retail Gas and Electric Quadrants Annual Plan
April 30, 2011
NORTH AMERICAN ENERGY STANDARDS BOARD
2010 ANNUAL PLAN for the RETAIL GAS and ELECTRIC QUADRANTS
As Approved by the NAESB Board of Directors on September 23, 2010 With Proposed Changes from the Retail ECs

7.

Item Number & Description1

Completion2

Assignment3 4

Supplier Certification

2011

BPS

1st Q, 2011

BPS

1st Q, 2010

Joint WEQ/REQ
SGS Subcommittee

4th Q, 2010

Joint WEQ/REQ
SGS Subcommittee

1st Q, 2010

Joint WEQ/REQ
SGS Subcommittee

4th Q, 2010

Joint WEQ/REQ
SGS Subcommittee

1st Q, 2010

REQ Section of the
Joint WEQ/REQ
SGS Subcommittee

4th Q, 2010

REQ Section of the
Joint WEQ/REQ
SGS Subcommittee

Develop practices to register/certify new Suppliers.
Status: Underway
8.

Supplier Marketing Practices
Develop Model Business Practices providing for a “Consumer Disclosure
Statement” to be presented to residential and small commercial customers
describing the Supplier’s service offering and related contract provisions. This
statement would also identify how certain Supplier-Customer interactions are
conducted.
Amongst the topics to be considered for inclusion on the statement would be the
following:
• the most important terms of the Supplier agreement, such as the contract’s
term and termination fee provisions;
• training and identification of Supplier marketing representatives;
• protocols for Supplier in-person and telephone contacts with customers;
• added measures for protecting non-English speaking customers; and
• Processes for handling customer complaints and resolving disputes arising
from Supplier marketing activities.
Status: Underway

9.

Develop Smart Grid Wholesale and Retail Electric Standards
a.

Develop Requirements and Use Cases for PAP 03 – Pricing Model
i.

Phase 1
Status: Completed

ii.

Phase 2
Status: Completed

b.

Develop Requirements and Use Cases for PAP 04 – Scheduling Model
i.

Phase 1
Status: Completed

ii.

Phase 2
Status: Completed

c.

Develop Requirements and Use Cases for PAP 09 – Demand
Response/Distributed Energy Resources
i.

Phase 1
Status: Completed

ii.

Phase 2
Status: Completed

Appendix F, Page 3

20110503-5013 FERC PDF (Unofficial) 5/2/2011 6:13:15 PM
Report of the North American Energy Standards Board – Enclosures
Addendum NAESB Retail Electric Quadrant DSM-EE Standards
Appendix F: 2010 Retail Gas and Electric Quadrants Annual Plan
April 30, 2011
NORTH AMERICAN ENERGY STANDARDS BOARD
2010 ANNUAL PLAN for the RETAIL GAS and ELECTRIC QUADRANTS
As Approved by the NAESB Board of Directors on September 23, 2010 With Proposed Changes from the Retail ECs
Item Number & Description1
d.

e.

Completion2

Assignment3 4

Develop standards to support PAP 10 – Standards Energy Usage Information
i.

Act as a convener (develop and implement a plan to expedite
harmonized standards development and adoption within the associated
standards bodies) and develop business practice standards as needed
and assigned to NAESB for PAP 10 – Standard Energy Usage
Information
Status: Completed

2nd Q, 2010

Joint WEQ/REQ
PAP 10 SGS
Subcommittee

ii.

Develop Information Model and related business practices
Status: Complete

4th Q, 2010

Joint WEQ/REQ
PAP 10 SGS
Subcommittee

1st Q, 2011

REQ PAP 10 SGS
Subcommittee
Energy Services
Provider Interface
Task Force

3rd Q, 2010

Glossary

Develop standards to support inclusion of OpenADE requirements document
into the NAESB Smart Grid standards (R10008), specifically to standardize
the exchange of Energy Usage Information.
Status: Underway

10.

Reserved (Items added under action item 6)

11.

Master List of Defined Terms: Review the definitions of all Defined Terms in
Book 0 – Master List of Defined Terms, including other Ratified Terms not yet
published, and revise the definitions of all Defined Terms not specifically related
solely to the competitive marketplace to broaden their applicability to conform to
NAESB’s expanded scope.
Status: Completed

Program of Standards Maintenance & Fully Staffed Standards Work6
Business Practice Requests

Ongoing

Assigned by the EC

Information Requirements and Technical Mapping of Business Practices

Ongoing

Assigned by the EC

Ongoing Interpretations for Clarifying Language Ambiguities

Ongoing

Assigned by the EC

Ongoing Maintenance of Code Values and Other Technical Matters

Ongoing

Assigned by the EC

Ongoing Development and Maintenance of Definitions

Ongoing

Glossary

Provisional Activities
Joint Effort:
Modify TPA as necessary.
Review security standards as may be deemed necessary, such as Public Key Infrastructure (PKI).
Review existing body of model business practices for consistency and develop or modify model business practices
as needed.
Review and update the technical implementation of Book 3 – Billing and Payment

Appendix F, Page 4

20110503-5013 FERC PDF (Unofficial) 5/2/2011 6:13:15 PM
Report of the North American Energy Standards Board – Enclosures
Addendum NAESB Retail Electric Quadrant DSM-EE Standards
Appendix F: 2010 Retail Gas and Electric Quadrants Annual Plan
April 30, 2011
NORTH AMERICAN ENERGY STANDARDS BOARD
2010 ANNUAL PLAN for the RETAIL GAS and ELECTRIC QUADRANTS
As Approved by the NAESB Board of Directors on September 23, 2010 With Proposed Changes from the Retail ECs
Item Number & Description1

Completion2

Assignment3 4

Retail Electric Quadrant Effort Only:
Retail Meter Data Validation, Editing & Estimating: Develop procedures for insuring the integrity and validity of
retail customer metering data that is needed by utilities and suppliers for billing, etc. Issues related to unbundled or
competitive metering are not to be considered.
Settlement Process: Reconcile energy schedules and energy delivered by suppliers within a given market. Note:
will need to be coordinated with the WEQ for the REQ.
Develop business practice standards for cap and trade programs for green house gas (See action item 6h).
Retail Gas Quadrant Effort Only:
Examine Wholesale Gas Quadrant Non-EDM Standards for applicability to retail business practices.
Settlement Process: Reconcile energy schedules and energy delivered by suppliers within a given market.

Appendix F, Page 5

20110503-5013 FERC PDF (Unofficial) 5/2/2011 6:13:15 PM
Report of the North American Energy Standards Board – Enclosures
Addendum NAESB Retail Electric Quadrant DSM-EE Standards
Appendix F: 2010 Retail Gas and Electric Quadrants Annual Plan
April 30, 2011

RETAIL ELECTRIC & RETAIL GAS QUADRANT EXECUTIVE COMMITTEES AND SUBCOMMITTEES STRUCTURE

Retail Electric & Retail Gas
Quadrant Executive Committees
(REQ and RGQ ECs)

Business Practices Subcommittee (BPS)

Contracts Subcommittee (dormant)
Model Business
Practice
Development

Glossary Subcommittee

Joint Retail/WEQ DSM-EE Subcommittee

Retail Ad Hoc Texas Task Force (*)

Smart Grid Standards Development
Subcommittee (**)

PAP 10 Smart Grid Standards Subcommittee
(***)
Information Requirements Subcommittee (IR)
Technical
Standards
Development

Technical Electronic
Implementation Subcommittee (TEIS)
Task Forces & Working Groups

Appendix F, Page 6

20110503-5013 FERC PDF (Unofficial) 5/2/2011 6:13:15 PM
Report of the North American Energy Standards Board – Enclosures
Addendum NAESB Retail Electric Quadrant DSM-EE Standards
Appendix F: 2010 Retail Gas and Electric Quadrants Annual Plan
April 30, 2011
NAESB Retail Subcommittee Leadership: 7
Executive Committee: Mike Novak, Chair (RGQ), Phil Precht, Chair (REQ)
Business Practices Subcommittee: Phil Precht (RGQ), Dan Jones (REQ)
Information Requirements Subcommittee: Jennifer Teel (REQ)
Technical Electronic Implementation Subcommittee: TBD
Glossary Subcommittee: Patrick Eynon (REQ)
DSM-EE Subcommittee: Ruth Kiselewich, David Koogler (REQ), Roy True (WEQ), and Paul Wattles (WEQ)
Retail Ad Hoc Texas Task Force: Debbie McKeever (REQ) and Susan Munson (REQ)
(*) The Retail Ad Hoc Texas Task Force may draft MBPs, process flows, implementation guides and technical standards
supportive of the Registration Agent. The group is chaired by Debbie McKeever and Susan Munson.
(**) The Smart Grid Standards Subcommittee is a joint group of the retail electric and wholesale electric quadrants with other
standards development groups such as OASIS, CalConnect, FIX and UCAIug, and includes other groups. Direction may be
given from NIST, DoE or FERC and the group reports jointly to the NAESB Board Smart Grid Strategic Steering Committee and
the REQ EC. The group is chaired by Brent Hodges, Wayne Longcore, Joe Zhou and Robert Burke.
(***) The PAP 10 Smart Grid Standards Subcommittee is a joint group of the retail electric and wholesale electric quadrants
with other standards development groups such as OASIS, UCAIug, OpenADE, ZigBee, ASHRAE, EIS Alliance, NARUC and
includes other groups. Direction may be given from NIST, DoE or FERC and the group reports jointly to the NAESB Board
Smart Grid Strategic Steering Committee and the REQ EC. The group is chaired by Brent Hodges, Phil Precht, Cathy
Wesley/Heather Sanders, Sharon Dinges, David Kaufman, Brad Ramsay, Tobin Richardson and Ed Koch.
The PAP 10 Smart Grid Standards Subcommittee has created a Energy Services Providers Interface Task Force led by Dave
Mollerstuen of Tendril, Steve Van Ausdall of Xtensible and Chad Maglaque of Xtreme Consulting Group to address the
OpenADE request R10008.

Appendix F, Page 7

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Report of the North American Energy Standards Board – Enclosures
Addendum NAESB Retail Electric Quadrant DSM-EE Standards
Appendix G: NAESB Process to Develop and Adopt Standards
April 30, 2011

The NAESB Standards Development Process
NAESB is focused on proposing, considering, and adopting voluntary standards and model business practices that will have a significant
and lasting impact on all aspects of the natural gas and electricity marketplaces. As a result of the standards NAESB adopts, it is expected that the
industry will operate more efficiently and effectively, benefiting both the industry and its customers. At the same time, it must be acknowledged
that NAESB standards may constitute a change in the way parties do business, with an accompanying effect on the use and allocation of
resources.
NAESB’s policy is to move at a deliberate pace, consistent with its annual plan(s), thus permitting those affected by its standards, especially
those standards adopted as regulations by the Federal Energy Regulatory Commission (FERC) or other regulatory bodies, to assimilate them as
part of their business practices. To this end, NAESB will carefully consider whether proposed standards are both timely and necessary. In
particular, it will try to avoid adopting and implementing new standards, however beneficial, before the industry is able to reasonably make use of
them.
The standards development process is governed by the annual plan, and items can be included in the plan or modified only with Board
approval. The plan typically reflects requests from NAESB members, government agencies, and other interested parties. In approving the annual
plan, the Board considers the availability of resources, including the NAESB budget and staff and the availability of industry volunteers. New
requests received throughout the year are either considered part of the existing annual plan or as new items that require Board approval.
The standards development process begins with an annual plan item or a triaged and approved request. Triage is a process used by each
quadrant of the Executive Committee (EC) to determine whether a request is within scope, which quadrant(s) it applies to, which
subcommittee(s) it should be referred to, and what priority it should be assigned. Triage is carried out by EC members appointed by the EC chair.
Triage recommendations are submitted to the en banc EC and require EC approval, and may also require Board approval if there are scope
questions or if a modification of the annual plan is required.
Once the triage process is completed, the subcommittees—more than one are normally involved in standards recommendations—review the
request, compare it to existing standards, and prepare recommendations that may take the form of new or modified standards or interpretations.
Participation in EC subcommittees is open to any interested party regardless of membership status. All subcommittee participants may vote;
voting is balanced by segment and quadrant. All votes are public.
When the recommendation is complete, it is made available for a thirty-day industry comment period. The recommendation and comments
are then forwarded to the EC, which considers the recommendation, makes any changes it deems necessary, and takes a vote. A recommendation
must receive an affirmative vote of at least 67 percent from each applicable quadrant EC and 40 percent from each of the segments of the
applicable quadrant(s).
After passage by the EC, the recommendation must be ratified by the NAESB members. An affirmative vote of 67 percent of the members
of the applicable quadrant(s) is required for ratification. After ratification, standards and modifications are considered final actions and will be
published in the next version of NAESB standards.
All NAESB quadrants follow the same development process described herein. The process has been followed by the WGQ since 1994 and
has been used to develop more than five hundred standards that have been incorporated by reference into federal regulations.

Appendix G, Page 1

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Report of the North American Energy Standards Board – Enclosures
Addendum NAESB Retail Electric Quadrant DSM-EE Standards
Appendix G: NAESB Process to Develop and Adopt Standards
April 30, 2011

North American Energy Standards Board
Standards Development Process Flow Chart

Request For Standard is forwarded to the NAESB
Office from any group. The request may include
fully developed recommended standards.

Board provides approved Annual
Plan to the EC

Triage Subcommittee considers request and
prepares a triage disposition

Executive Committee (EC) approves triage
disposition and specific Quadrant EC(s) to
which the work is assigned, directs its work
or directs work on the annual plan item.

EC Subcommittees consider request or
Annual Plan Item as directed by EC.

Recommendations including new or
modified standards are prepared by EC
Subcommittees

Industry comment on EC Subcommittee(s)
recommendations

Executive Committee for approval of
recommendation

Membership Ratification

Posting as Final Action, Publication of
Standards, Filings with FERC

Appendix G, Page 2

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Report of the North American Energy Standards Board – Enclosures
Addendum NAESB Retail Electric Quadrant DSM-EE Standards
Appendix G: NAESB Process to Develop and Adopt Standards
April 30, 2011

Flexibility
NAESB recognizes that flexibility is necessary as standards are developed to address regional concerns or to incorporate variances to
accommodate operational or structural differences. Several WEQ standards incorporate regional or operational differences for both Version 0 and
Version 1. There is a high threshold for incorporating such variances in a standard; the subcommittee(s) in drafting the standard, the EC in
approving the subcommittee recommendation, and the membership in approving the standard must all agree that such variance is necessary.
Nonetheless, NAESB procedures are well suited to take into account operational and regional differences.
Transparency
All NAESB meetings are open for attendance and participation by any interested party, with the exception of executive sessions of the
Board or Managing Committee for purposes of discussing personnel, compensation or legal issues. Meeting announcements and agendas are
posted in advance to permit the widest possible participation. Conference-calling capability is available for all meetings and web casting is
available for most. Those intending to attend a meeting in person or by telephone are asked to notify NAESB by a specific date to permit
adequate meeting planning.
Transcripts are made of all Board of Directors and EC meetings, and may also be made of other meetings that are expected to be
controversial. Transcripts are maintained in the NAESB office and are provided to regulatory agencies for their internal use. All other interested
parties can purchase transcripts from the relevant transcription service.

Coordination with NERC
For business practice standards development for the WEQ, if it is determined by NERC and NAESB Executive Management that joint
development is needed by NERC and NAESB, the NERC-NAESB Coordination Joint Development Process is implemented.1 This process
requires that the appropriate NAESB Subcommittee and NERC Standards drafting team work together to develop reliability standards and
business practices.
The Joint Interface Committee of NAESB, NERC and the ISO-RTO Council (“JIC”) was dissolved as part of the agreement to create the
Independent Grid Operator segment of the WEQ. The joint development process between NAESB and NERC is being used to ensure appropriate
coordination. The ISOs and RTOs have strong decision-making roles in both NERC and NAESB, and thus with the use of the joint development
process, the JIC was no longer necessary.

Accessibility of Standards and Work Products
The NAESB standards and protected work products are accessible to members at no cost as a benefit of their membership. Non-members
can purchase the standards as a full version, or they can purchase individual final actions. Non-members can also access the standards at no cost
by requesting an evaluation copy. NAESB standards and protected work products are copyrighted. Non-members can download a NAESB
materials order form from the NAESB web site for ordering standards or for instructions on accessing standards for evaluation.

1
The NERC-NAESB Coordination Joint Development Process was submitted to the Commission on February 17, 2006 in Attachment C of the
Progress Report on NAESB Activities impacting Docket No. RM05-5-000, “Standards for Business Practices and Communication Protocols for
Public Utilities”: http://www.naesb.org/doc_view2.asp?doc=ferc021706.pdf.

Appendix G, Page 3

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Retail 2009 Annual Plan End Notes:
1 As outlined in the NAESB Bylaws, the REQ and RGQ will also address requests submitted by members and assigned to the REQ and RGQ
through the Triage Process.
2
Dates in the completion column are by end of the quarter for completion by the assigned committee. The dates do not necessarily mean that the
standards are fully staffed to be implementable by the industry, and/or ratified by membership. If one item is completed earlier than planned,
another item can begin earlier and possibly complete earlier than planned. There are no begin dates on the plan.
3

The assignments are abbreviated. The abbreviations and committee structure can be found at the end of the annual plan document.

4

The DSM-EE subcommittee is expected to be split into several separate subcommittees to support concurrent development of separate standards
sets. The split is to take place at the end of May after which the assignments will be modified.
5
This work is considered routine maintenance and thus the items are not separately numbered. The REQ and RGQ ECs will assign maintenance
efforts on a request-by-request basis.
6

The ECs and the subcommittees can create task forces and working groups to support their development activities for development of model
business practices and technical standards.

Retail 2010 Annual Plan End Notes:
1 As outlined in the NAESB Bylaws, the REQ and RGQ will also address requests submitted by members and assigned to the REQ and RGQ
through the Triage Process.
2
Dates in the completion column are by end of the quarter for completion by the assigned committee. The dates do not necessarily mean that the
standards are fully staffed to be implementable by the industry, and/or ratified by membership. If one item is completed earlier than planned,
another item can begin earlier and possibly complete earlier than planned. There are no begin dates on the plan.
3

The assignments are abbreviated. The abbreviations and committee structure can be found at the end of the annual plan document.

4

The DSM-EE subcommittee is expected to be split into several separate subcommittees to support concurrent development of separate standards
sets. The split is to take place at the end of May after which the assignments will be modified.
5
Energy efficiency may be a wholesale product, such as capacity. Energy efficiency in retail markets may be from individual energy efficiency
measures at the project level or a portfolio of projects that make up an energy efficiency program.
6
This work is considered routine maintenance and thus the items are not separately numbered. The REQ and RGQ ECs will assign maintenance
efforts on a request-by-request basis.
7
The ECs and the subcommittees can create task forces and working groups to support their development activities for development of model
business practices and technical standards.

20110503-5013 FERC PDF (Unofficial) 5/2/2011 6:13:15 PM

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