UCAIug Green Button Certification Process Overview

The UCAIug Green Button Certification Process involves various steps such as dry runs, testing and certification plans, application profiles, and more. It covers the structure, organization, and architecture of the ITCA, NAESB standards, and testing processes. Vendors participate by submitting applications, undergoing testing, and receiving certifications managed by UCAIug. The process ensures interoperability and standardization in energy services provider interfaces.

• UCAIug Green Button
• Certification Process
• ITCA Architecture
• NAESB Standards
• Energy Services

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1. Gr een Gr een Button Button Initiative Initiative GREEN BUTTON DOWNLOAD MY DATA CERTIFICATION DRY RUN Marty Burns, John Teeter for NIST, Kay Clinard UCAIug

2. Agenda 2 Green Button ITCA UCAIug Organization ITCA Structure Dry Run Process Flow Dry Run Artifacts Green Button Test Plan Testing and Certification Plan Breakdown Application Profiles Conformance Blocks Function Blocks Test Procedures

3. 3 UCAIug Green Button ITCA

4. http://www.ucaiug.org/ UCAIug Organization 4 Advisors Operating Officers Board of Directors Audit Committee Technical Publications Executive Committee Technical Oversight Committee Help Desk Testing CIM Marketing Liaison 61850 Harmonization Green Button Membership OpenSG

5. UCAIug ITCA Architecture 5 NAESB Develops, maintains and Owns Standard Recognizes NAESB REQ.21 Standardizes Energy Services Provider Interface (ESPI), NAESB SGIP UCAIug SGTCC IPRM 2.0 Green Button ITCA Develops, maintains, and owns Certification Program Requirements CPR s. Posts and maintains certificates on-line, Provides Help Desk, FAQ, Marketing for Program, resource to AB s Recognizes Provides guidance for ITCA Implementation OpenADE Identifies Requirements for energy services provider interface Recognizes CPR s (ISO 67) Test Scheme for Green Button Certification CB s (ISO 65) Overview Green Button Certification Program Roles and Scope Manages Certification Program, reviews TL reports, and Issues and Maintains Certificates AB s (ISO 17011) Accredits CBs and TLs TL s (ISO 17025) Perform Certification Tests per Green Button CPR s as established by ITCA Products / systems [Data Custodians/3rdparty] Certified interoperable

6. Testing Process Flow Chart 6 1. All Dry Run Artifacts and Relationships Created Test Labs are identified and registered with CBs Test Labs are Identified on various web sites 6. Test Report Generated Failures get addressed and possible retest -- go back to step 3. 7. CB gets Test Report Reviews report Issue Certificate if Approved Notifies Program Owner (UCAIug) 2. Vendor selects test lab May get from UCAIug list May get from CB list May get from prospective test lab 8. Posting Successful Vendors on Public Web Page 5. TL administers test 3. Vendor Application Form Application Form Application for Certification 4. Application Accepted Vendor Informed that application accepted and test scheduled 9. Certifications managed revoked and renewed

7. UCAIug Green Button Dry Run Package 7 Benefits of Participating in UCAIug GITCA Dry Run GBDMD Logo Green Button Application UCAIug Green Button Testing Scheme Policies and Procedures Green Button Compliance Certificate Green Button Conformance Blocks Green Button Download My Data PICS Green Button Test Cases Green Button Test Data Sheet Green Button Test Plan Green Button Test Plan DMD Dry Run UCAIug ABs Memorandum of Understanding Example GBA Test Lab MOU - Agreement

8. 8 Green Button Test Plan

9. Green Button Testing and Certification 9 Certified Green Button Implementations Implementation Agreements Test Requirements Application Profiles Standards Updates Software Implementation Requirements Breakdown Requirements verification Test Procedures ITCA Green Button Download My Data Green Button Connect My Data Certification Mark Certification Process Certification Bodies

10. Green Button Test Plan Requirements Breakdown 10 1.1Green Button Download My Data Green Button Download my data is the common-sense idea that electricity customers should be able to download their own energy usage information in consumer-understandable and computer-consumable format. Applications Profiles Section 3 GBTP In the Green Button Download My Data scenario, a Retail Customer goes to a web portal of the Data Custodian. The Retail Customer establishes his credentials via a login process and is then led through a dialog to select data he is eligible for. The data is downloaded as a simple XML file. The XML file references the XML schema that governs its contents and references a style sheet that renders it in a web browser. Function Blocks Section 5 GBTP Test Requirements Rows of GBTC spreadsheet From source documents From experience Test Cases Rows of GBTC spreadsheet GBTP Green Button Test Plan Document GBTC Green Button Test Cases Spreadsheet

11. Green Button Test Plan Application Profiles 11 Green Button Download My Data Green Button Connect My Data Smart Device acquires Green Button Data from Data Custodian Third Party acquires large batches of Green Button Data from single Utility Original reads (Catch up data) Collecting Sub-metering Data Green Button Commercial Profile Green Button Industrial Profile

12. Green Button Functional Blocks: DMD 12 [FB_1] Common common to all profiles [FB_2] Green Button Download My Data specific to Green Button Download My Data [FB_4] Interval Metering generic for interval data [FB_5] Interval Electricity Metering specific electricity interval metering [FB_6] Demand Electricity Metering demand measurements [FB_7] Net Metering net metering measurements [FB_8] Forward and Reverse Metering forward and reverse separate measurements [FB_9] Register Values metering register measurments [FB_10] Gas gas interval data [FB_11] Water water interval data [FB_29] Temperature coincident temperature measurements [FB_12] Cost of Interval Data cost attribution of interval data [FB_15] Usage Summary billing period summary dashboard [FB_16] Usage Summary with Cost billing cost data included in summary [FB_17] Power Quality Summary power quality summary dashboard [FB_27] Usage Summary with Demands and Previous Day Attributes additional detail in summary [FB_28] Usage Summary Costs for Current Billing Period current billing period bill estimated costs [FB_30] Common User Experience common web presence user experience for DMD

13. Green Button Conformance Blocks 13 Green Button Data from Original reads (Catch up Button Data from single large batches of Green Green Button Connect Smart Device acquires Third Party acquires Commercial Profile: Commercial Profile: Download My Data Data Custodian Collecting Sub- metering Data Green Button Green Button Green Button My Data data) DMD CMD Function Block Data Custodian Role [FB_1]Common [FB_2] Green Button Download My Data [FB_3] Green Button Connect My Data [FB_4] Interval Metering [FB_5] Interval Electricity Metering [FB_6] Demand Electricity Metering [FB_7] Net Metering [FB_8] Forward and Reverse Metering [FB_9] Register Values [FB_10] [FB_10] Gas [FB_11] [FB_11] Water [FB_29] [FB_29] Temperature [FB_12] [FB_12] Cost of Interval Data [FB_13] [FB_13] Security and Privacy classes [FB_14] [FB_14] Authorization and Authentication [FB_15] [FB_15] Usage Summary [FB_16] [FB_16] Usage Summary with Cost [FB_17] [FB_17] Power Quality Summary [FB_18] [FB_18] Multiple UsagePoints [FB_19] [FB_19] Partial update data [FB_27] [FB_27] Usage Summary with Demands and Previous Day Attributes [FB_28] [FB_28] Usage Summary Costs for Current Billing Period [FB_30] [FB_30] Common User Experience [FB_1] [FB_2] [FB_3] [FB_4] [FB_5] [FB_6] [FB_7] [FB_8] [FB_9] M M M M M M M M M M M O O O O O O O O O O M M O O O O O O O M M O O O O O O O O O M M O O O O O O O O M M O O O O O O O O O M M O O O M M O O O M M O O O O O O O O O M M O O O O M O O O M M O O O O O O O O O M M O M M O O O O O O O O O M M O O O M M O O O O O O O O O O O O O O O O O O O O O O O M O O O O O O O O O M M O O O M M O O O O O M

14. www.greenbuttondata.org/greentest.aspx 14

15. Testing a Green Button Data File 15 Select Common Scope Edit Scope (Function Blocks) Download Test Results Browse for file (IE9) Drag/Drop (FF)

16. Sample Results 16 SUCCESS ERRORS

17. Test Procedure (part 6 of GB Test Plan Document) 17 Refers to ITCA Docs Application form Test Procedures

18. Test Procedures 18 Function Block Test Case Step By Step Procedure Summary of Acceptance Criteria Test Witness

19. Questions and Comments? 19