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REQ Final Actions
  REQ Final Actions:



RMQ Final Actions to be Incorporated in Version 4.0

R23006 Part 2 Final Action - Request to modify the REQ.21 ESPI Model Business Practices to provide a Third Party application the ability to retrieve a PDF or other digital representation of a customer's utility billing statements – Ratified December 12, 2023

R23006 Part 2 Attachment 1 Final Action- Ratified December 12, 2023

R23006 Part 2 Attachment 2 Final Action- Ratified December 12, 2023

R23006 Final Action – Request to modify the REQ.21 ESPI Model Business Practices to provide a Third Party application the ability to retrieve a PDF or other digital representation of a customer's utility billing statements - Ratified November 27, 2023

RMQ 2023 Annual Plan Item 2 Final Action – Review the cybersecurity aspects of the REQ.21 ESPI Model Business Practices and make any necessary changes, as required - Ratified November 27, 2023

RMQ 2023 Annual Plan Item 4.b/R22001 Final Action – Develop model business practices to define a common list of grid services for electric market interactions that support grid-edge resources such as distributed energy resources and batteries in support of U.S. Department of Energy Grid Modernization Laboratory Consortium efforts - Ratified November 27, 2023

RMQ 2023 Annual Plan Item 4.b/R22001 Final Action Attachment – Develop model business practices to define a common list of grid services for electric market interactions that support grid-edge resources such as distributed energy resources and batteries in support of U.S. Department of Energy Grid Modernization Laboratory Consortium efforts - Ratified November 27, 2023

RMQ 2022 Annual Plan item 2.a / WEQ 2022 Annual Plan Item 5.b.i - Develop technical implementation business Practice standards to support automation of the current REC creation, accounting, and retirement processes for voluntary markets consistent with the Base Contract for Sale and Purchase of RECs - Ratified November 18, 2022

RMQ 2022 Annual Plan item 2.a / WEQ 2022 Annual Plan Item 5.b.i – Attachment A - Ratified November 18, 2022

RMQ 2022 Annual Plan item 2.a – Attachment B - Ratified November 18, 2022

RMQ 2022 Annual Plan item 2.a / WEQ 2022 Annual Plan Item 5.b.i – Attachment C - Ratified November 18, 2022

RMQ 2022 Annual Plan item 2.a / WEQ 2022 Annual Plan Item 5.b.i – Attachment D - Ratified November 18, 2022

RMQ 2022 Annual Plan item 2.a / WEQ 2022 Annual Plan Item 5.b.i – Attachment E - Ratified November 18, 2022

RMQ 2022 Annual Plan item 2.a / WEQ 2022 Annual Plan Item 5.b.i – Attachment F - Ratified November 18, 2022

2021 RMQ Annual Plan Item 2.a and 2021 WEQ Annual Plan Item 6.b.i Final Action – Develop a Base Contract for Sale and Purchase of Renewable Energy Certificates (RECs) to support the voluntary markets - Ratified November 4, 2021

2021 RMQ Annual Plan Item 2.a and 2021 WEQ Annual Plan Item 6.b.i Final Action – Attachment 1 – NAESB Base Contract for Sale and Purchase of Voluntary Renewable Energy Certificates - Ratified November 4, 2021

2021 RMQ Annual Plan Item 2.a and 2021 WEQ Annual Plan Item 6.b.i Final Action – Attachment 2 - NAESB REC Base Contract FAQ Document - Ratified November 4, 2021

RMQ 2020 Annual Plan Item 5.c Final Action: Develop and/or modify the NAESB Business Practice Standards as needed to address Additional Findings and Considerations identified by Sandia National Laboratories. - Ratified April 19, 2021

RMQ Final Actions Incorporated in Version 3.3 (Published January 30, 2020)

R19010 Final Action - Request to revise the NAESB REQ.21 ESPI Retail Customer Schema with additional schema attributes that have been identified.
- Ratified January 17, 2020
R19010 Final Action: Attachment 1 - REQ.21.4.3 Retail Customer Model
R19010 Final Action: Attachment 2 - Retail Customer Schema

R19012 Final Action - Add clarifying verbiage to Section REQ.21.4.2 Energy Usage Information Model and Section REQ.21.4.3 Retail Customer Model to sections discussing Atom Link usage.
- Ratified January 17, 2020
R19012 Final Action: Attachment 1 - REQ.21.4.2 Energy Usage Information Model
R19012 Final Action: Attachment 2 - REQ.21.4.3 Retail Customer Model

2019 RMQ Annual Plan Item 6 Final Action- Develop and/or modify the NAESB Business Practice Standards if needed to address any recommendations resulting from the surety assessment performed by Sandia National Laboratories.
- Ratified January 17, 2020
2019 RMQ Annual Plan Item 6 Final Action: Attachment 1 - List of Standards and Documents Changes
2019 RMQ Annual Plan Item 6 Final Action: Attachment 2 - RXQ.5 Quadrant-Specific Electronic Delivery Mechanism Model Business Practices
2019 RMQ Annual Plan Item 6 Final Action: Attachment 3 - RXQ.7 Internet Electronic Transport Model Business Practices

R19002, R19003, R19004/2019 RMQ Annual Plan Item 4.a, R19005 Final Actions - Ratified November 20, 2019
R19002 Final Action - Request to Restructure and clarifying OpenFMB Model Business Practices to emphasize how a Utility Service Provider develops its Business Case driven OpenFMB implementation.
- November 20, 2019
R19003 Final Action - Request to Update OpenFMB Data Modeling Approach to draw upon multiple Platform Independent Model (PIM) standards.
- November 20, 2019
R19004/2019 RMQ Annual Plan Item 4.a Final Action - Request to review, update, and develop OpenFMB Model Business Practices to support modern cybersecurity best practices.
- November 20, 2019
R19005 Final Action - Request to Update OpenFMB Platform Specific Model (PSM) approach and OpenFMB publish-subscribe protocols best practices .
- November 20, 2019
R19002, R19003, R19004/2019 RMQ Annual Plan Item 4.a, and R19005 Final Actions - Attachment: Book 26 Model Business Practices
- Ratified November 20, 2019.

Final Action R13001 - Request for Corrections and Enhancements to the NAESB REQ.21 Energy Services Provider Interface (ESPI) - Ratified April 8, 2019, MC19008, MC19009, MC19013 Applied (Effective October 7, 2019)
Final Action R13001: Attachment 1 - Revised REQ.21 Model Business Practices
Final Action R13001: Attachment 2 - ESPI Schema
Final Action R13001: Attachment 3 - ESPI Retail Customer Schema

R17004 Final Action: Request to make corresponding modifications as necessary to REQ.13, REQ.17 and REQ.20 to complement modifications made to WEQ-015, WEQ-018, and WEQ-020
- Ratified November 27, 2017.



RMQ Final Actions Incorporated in Version 3.2 (Published July 14, 2017)

Retail 2017 Annual Plan Items 5.a and 5.b Final Action - Book 28 (Self-Deployment of a Demand Response Program by a Demand Response Service Provider in a Registration Agent Model)
- Ratified July 9, 2017.
Retail 2017 Annual Plan Items 5.a and 5.b Final Action Attachment: Book 28 Model Business Practices
- Ratified July 9, 2017.

Retail 2017 Annual Plan Item 6 Final Action - Interval Data for Book 27 (Enrollment, Drop and Account Information Change for Demand Response Programs in a Registration Agent Marketplace)
- Ratified July 9, 2017.
Retail 2017 Annual Plan Item 6 Final Action Attachment: Book 27 Model Business Practices
- Ratified July 9, 2017.

Retail 2017 Annual Plan Item 1.g Final Action - Book 23 (Supplier Marketing Practices) Update Existing Model Business Practices
- Ratified July 9, 2017.
Retail 2017 Annual Plan Item 1.g Final Action Attachment: Book 23 Model Business Practices
- Ratified July 9, 2017.

Retail 2017 Annual Plan Item 1.h Final Action - Book 24: Enrollment, Drop and Account Information Change in Demand Response Programs (Update Existing Model Business Practices - Review and update all existing Model Business Practices, filling in any gaps that may exist and making the language consistent throughout all Books.)
- Ratified June 12, 2017.
Retail 2017 Annual Plan Item 1.h Final Action Attachment 1 - Book 24 Model Business Practices
Retail 2017 Annual Plan Item 1.h Final Action Attachment 2 - Book 24 Process Flows

Retail 2017 Annual Plan Item 1.i Final Action - Book 27: Enrollment, Drop and Account Information Change for Demand Response Programs in a Registration Agent Marketplace (Update Existing Model Business Practices - Review and update all existing Model Business Practices, filling in any gaps that may exist and making the language consistent throughout all Books.)
- Ratified April 17, 2017.
Retail 2017 Annual Plan Item 1.i Final Action Attachment 1 - Book 27 New Model Business Practices
Retail 2017 Annual Plan Item 1.i Final Action Attachment 2 - Book 27 New Process Flows

Retail 2016 Annual Plan Items 2.b and 3.b.iii Final Action - Book 10 (Retail Customer Enrollment, Drop and Account Information Change) Review and update all existing Data Dictionaries and technical implementation, filling in any gaps that may exist as a result of the updates developed to support annual plan item, and Develop Data Dictionaries and technical implementation for the limited purpose of providing metering data required by Market Participants in competitive energy markets in jurisdictions where their charges to certain Retail Customers must account for Retail Net Metering arrangements
- Ratified December 13, 2016.
Retail 2016 Annual Plan Items 2.b and 3.b.iii Final Action Attachment 1: 814 Enrollment Request/Confirmation/Rejection
Retail 2016 Annual Plan Items 2.b and 3.b.iii Final Action Attachment 2: 814 Change Request/Confirmation/Rejection
Retail 2016 Annual Plan Items 2.b and 3.b.iii Final Action Attachment 3: 814 Reinstatement Request/Confirmation/Rejection

Retail 2016 Annual Plan Items 2.c and 3.b.iv Final Action - Book 11 (Retail Customer Enrollment, Drop and Account Information Change Using a Registration Agent) Review and update all existing Data Dictionaries and technical implementation, filling in any gaps that may exist as a result of the updates developed to support annual plan item, and Develop Data Dictionaries and technical implementation for the limited purpose of providing metering data required by Market Participants in competitive energy markets in jurisdictions where their charges to certain Retail Customers must account for Retail Net Metering arrangements
- Ratified December 13, 2016.
Retail 2016 Annual Plan Items 2.c and 3.b.iv Final Action Attachment 1: 814 NAESB RXQ.11.6.10 Account Information Change Request
Retail 2016 Annual Plan Items 2.c and 3.b.iv Final Action Attachment 2: 814 NAESB RXQ.11.6.3 Enrollment Confirmation

Retail 2016 Annual Plan Item 6 Final Action: Review RXQ.6 for consistency with any updates made to the NAESB Base Contract for Sale and Purchase of Natural Gas
- Ratified October 5, 2016.
Retail 2016 Annual Plan Item 6 Final Action Attachment: Recommended Disclaimer Language

Retail 2016 Annual Plan Item 1.d Final Action: Update Book 14 Service Request, Disconnection and Reconnection in the Registration Agent Model
- Ratified October 5, 2016.
Retail 2016 Annual Plan Item 1.d Final Action Attachment 1: Book 14 Revised Model Business Practices (Clean)
Retail 2016 Annual Plan Item 1.d Final Action Attachment 2: Book 14 Revised Process Flows

Retail 2016 Annual Plan Item 1.m Final Action: Update Books 1 (Market Participant Interactions), 2 (Creditworthiness), and 4 (Dispute Resolution) to expand the applicability to the non-competitive market place
- Ratified October 5, 2016.
Retail 2016 Annual Plan Item 1.m Final Action Attachment 1: Book 1 Revised Model Business Practices (Clean)
Retail 2016 Annual Plan Item 1.m Final Action Attachment 2: Book 2 Revised Model Business Practices (Clean)
Retail 2016 Annual Plan Item 1.m Final Action Attachment 3: Book 4 Revised Model Business Practices (Clean)

Retail 2016 Annual Plan Item 3.b.ii Final Action: Book 3 (Billing and Payment) develop data dictionaries and technical implementation for the limited purpose of providing metering data required by Market Participants in competitive energy markets in jurisdictions where their charges to certain Retail Customers must account for Retail Net Metering arrangements
- Ratified October 5, 2016.
Retail 2016 Annual Plan Item 3.b.ii Final Action Attachment 1: 867 NAESB RXQ 3.6.1 Monthly Interval Usage for Billing
Retail 2016 Annual Plan Item 3.b.ii Final Action Attachment 2: 867 NAESB RXQ 3.6.1 Monthly Usage for Billing

Retail 2016 Annual Plan Item 1.c Final Action: Update existing model business practices, filling in any gaps that may exist and making the language consistent in Book 13 (Measurement and Verification (M&V) of Demand Response Programs) with all books
- Ratified October 5, 2016.
Retail 2016 Annual Plan Item 1.c Final Action Attachment: REQ.13 Measurement and Verification of Demand Response Programs Model Business Practices

Retail 2015 Annual Plan Items 1.b and 4.b.ii Final Action: Technical Implementation for Book 8 - Customer Information
- Ratified June 8, 2016.
Retail 2015 Annual Plan Items 1.b and 4.b.ii Final Action Attachment 1: 814 NAESB RXQ.8.6.7 Historical Usage Request
(Book 8)

Retail 2015 Annual Plan Items 1.b and 4.b.ii Final Action Attachment 2: 814 NAESB RXQ.8.6.8 Historical Usage Response (Accept/Reject)(Book 8)
Retail 2015 Annual Plan Items 1.b and 4.b.ii Final Action Attachment 3: 867 NAESB RXQ.8.6.9 Historical Usage/Interval Usage Data (Book 8)

Retail 2016 Annual Plan Item 1.b Final Action: Update Book 12 - Inquiries
- Ratified June 8, 2016.
Retail 2016 Annual Plan Item 1.b Final Action Attachment 1: Revised Book 12 Model Business Practices
Retail 2016 Annual Plan Item 1.b Final Action Attachment 2: Revised Book 12 Process Flows



RMQ Final Actions Incorporated in Version 3.1 (Published March 31, 2016)

RMQ 2015 Annual Plan Items 1.a and 3.a.i Final Action: Update existing model business practices for Book 11 - Customer Enrollment, Drop, and Account Information Change Using a Registration Agent.
- Ratified March 28, 2016.
RMQ 2015 Annual Plan Items 1.a and 3.a.i Final Action Attachment 1 (Model Business Practices)
RMQ 2015 Annual Plan Items 1.a and 3.a.i Final Action Attachment 2 (Models)


RMQ 2015 Annual Plan Item 9.a/R14008 Final Action: Develop model business practices to support OpenFMB architecture for interoperable data exchange between distributed power systems devices on the electric grid's field area networks - Ratified March 7, 2016.

RMQ 2015 Annual Plan Item 3.a Final Action: Update Book 9 - Retail Customer Billing and Payment Notification via Uniform Electronic Transactions - Ratified September 18, 2015.
RMQ 2015 Annual Plan Item 3.a Final Action Attachment - Book 9 Process Flows
- Ratified September 18, 2015.

RMQ 2015 Annual Plan Item 1.a Final Action: Review and Update the Technical Implementation of Book 3 - Billing and Payment - Ratified September 18, 2015.
RMQ 2015 Annual Plan Item 1.a Final Action Attachment 1 - 810 NAESB RXQ.3.6.2 Invoice: Bill Ready & Single Retail Supplier Billing
- Ratified September 18, 2015.
RMQ 2015 Annual Plan Item 1.a Final Action Attachment 2 - 810 NAESB RXQ.3.6.3 Invoice: Rate Ready
- Ratified September 18, 2015.
RMQ 2015 Annual Plan Item 1.a Final Action Attachment 3 - 824 NAESB RXQ.3.6.6 Application Advice
- Ratified September 18, 2015.
RMQ 2015 Annual Plan Item 1.a Final Action Attachment 4 - 820 NAESB RXQ.3.6.4 Payment Order / Remittance Advice
- Ratified September 18, 2015.
RMQ 2015 Annual Plan Item 1.a Final Action Attachment 5 - 248 NAESB RXQ.3.6.7 Termination of Billing Services
- Ratified September 18, 2015.
RMQ 2015 Annual Plan Item 1.a Final Action Attachment 6 - RXQ.3.6.6 Application Advice (Data Dictionary / Code Value Dictionary)
- Ratified September 18, 2015.
RMQ 2015 Annual Plan Item 1.a Final Action Attachment 7 - 824 NAESB RXQ.3.6.6 Positive Notification
- Ratified September 18, 2015.

RMQ 2015 Annual Plan 3.b (RMQ 2015 Annual Plan Item 4.a.i) Final Action: Update Book 10 - Retail Customer Enrollment, Drop and Account Information Change - Ratified September 18, 2015.

R15001 Final Action: Request for Revisions applicable to the NAESB Model Business Practice Standard, RXQ.6.10 Retail Customer Authorization for Release of Retail Customer-Specific Data - Ratified September 18, 2015.
R15001 Final Action Attachment - RXQ.6.10 Retail Customer Authorization for Release of Retail Customer-Specific Data form
- Ratified September 18, 2015.

2015 Retail Annual Plan Item 7 (Books 8 and 21) Final Action - Update definitions of Data Custodian, Historical Usage and other technical definitions in Book 8 - Customer Information and make the definitions consistent throughout all Books - Ratified June 1, 2015.
2015 Retail Annual Plan Item 7 Final Action Attachment (Models)

2015 Retail Annual Plan Items 6.a-c (Books 5 and 8) Final Action - Review the NAESB RMQ EDI Standards and REQ.21 Energy Services Provider Interface Model Business Practices to determine if consistency changes should be made, if references to REQ.21 Energy Services Provider Interface Model Business Practices should be included, and add language to differentiate between ANSI X12 EDI and REQ.21 Energy Services Provider Interface Model Business Practices - Ratified June 1, 2015.

2014 Retail Annual Plan Items 7a and 7b (Part 2 - Book 3) Final Action - Retail 2014 Annual Plan Items 7.a and 7.b (Part 2 - Book 3): Define Retail Net Metering to be included in Book 3 - Billing and Payments in Competitive Markets, for the limited purpose of providing metering data required by Market Participants in competitive energy markets in jurisdictions where their charges to certain Retail Customers must account for Retail Net Metering arrangements - Ratified April 2, 2015.
2014 Retail Annual Plan Items 7a and 7b (Part 2 - Book 3) Final Action Attachment (Models)


REQ Final Actions Incorporated in Version 3.0 (Published December 19, 2014)
NOTE: The WGQ publication schedule for the next publication was changed from Version 2.2 to Version 3.0 by the Retail Executive Committee on August 20, 2014.

2014 Retail Annual Plan Items 7a and 7b (Part 1 - Book 8) Final Action - Develop Retail Net Metering to be included in Book 8 - Retail Customer Information, for the limited purpose of providing metering data required by Market Participants in competitive energy markets in jurisdictions where their charges for certain Retail Customers must account for Retail Net Metering arrangements - Ratified November 20, 2014.

R14004 / 2014 Retail Annual Plan Item 12.a Final Action - Develop the technical implementation in Book 5 - Quadrant EDM Manual and accompanying Model Business Practices in Book 24 - Enrollment, Drop, and Account Information Change in Demand Response Programs for the seven transaction set code values in use by the Registration Agent market - Ratified November 20, 2014.

2014 Retail Annual Plan Items 3 and 4.a Final Action - RXQ.8: Retail Customer Information Update: Develop Model Business Practices and Process Flows to enable a Retail Customer, or a third party acting on behalf of the Retail Customer, to obtain the Retail Customer's energy usage information on an on-going basis outside of a Smart Grid environment - Ratified September 25, 2014.

2014 Retail Annual Plan Item 10.e Final Action - Ongoing development and maintenance of definitions (Adding defined term "Energy Efficiency Baseline"). - Ratified June 5, 2014.

Joint WGQ and Retail R13005 Final Action - Modify WGQ/REQ/RGQ Internet Electronic Transport Examples, Version 2.0. - Ratified December 2, 2013.

2013 Retail Annual Plan Item 5.a Final Action - Update Existing Model Business Practices,Book 3 - Billing and Payment. - Ratified December 2, 2013.
Attachment (Models): 2013 Retail Annual Plan Item 5.a Final Action


REQ Final Actions Incorporated in Version 2.1 (Published August 30, 2013)

2013 Retail Annual Plan Item 2(b) Final Action - Modify as needed Book 5, RGQ/REQ Quadrant-Specific Electronic Delivery Mechanism to support data file names and associated Model Business Practices.
- Ratified July 12, 2013.

2013 Retail Annual Plan Item 1.a Final Action - Develop Technical Electronic Implementation Standards and Data Dictionaries for RXQ.10 - Retail Customer Enrollment, Drop and Account Information Change - Ratified June 5, 2013.
Attachment 1 (Change Request): 2013 Retail Annual Plan Item 1.a Final Action
Attachment 2 (Change Response): 2013 Retail Annual Plan Item 1.a Final Action
Attachment 3 (Enrollment Response): 2013 Retail Annual Plan Item 1.a Final Action
Attachment 4 (Enrollment Request): 2013 Retail Annual Plan Item 1.a Final Action
Attachment 5 (Drop Request): 2013 Retail Annual Plan Item 1.a Final Action
Attachment 6 (Drop Response): 2013 Retail Annual Plan Item 1.a Final Action


2012 Retail Annual Plan Item 10.b Final Action: Retail Customer Authorization Form - Ratified March 27, 2013.
2012 Retail Annual Plan Item 10.b Final Action Attachment: Retail Customer Authorization for Release of Retail Customer-Specific Data - Ratified March 27, 2013.

2012 Retail Annual Plan Item 7.b.i Final Action: Develop standards to support PAP 10, Energy Usage Information Model, Phase 2, Harmonization with CIM and SEP 2.0 - Ratified March 26, 2013.

2012 Retail Annual Plan Item 3(b) Final Action - Develop business practice standards used to measure and verify reductions in energy and Demand from energy efficiency in wholesale and retail markets. This includes developing business practice standards to measure and verify energy reductions for energy efficiency or a stand-alone Energy Efficiency Portfolio Standard. - Ratified October 26, 2012.

2012 Retail Annual Plan Item 10(a) / R10002 Final Action - Create common interfaces and data structures necessary for enrolling DR sites into a DR program. Enrollment process Model Business Practices development (R10002) - Ratified October 26, 2012.
2012 Retail Annual Plan Item 10(a) / R10002 Final Action Attachment 1: Retail DR Programs - Account Information Change Process Flows - Ratified October 26, 2012.
2012 Retail Annual Plan Item 10(a) / R10002 Final Action Attachment 2: Retail DR Programs - Drop Process Flows - Ratified October 26, 2012.
2012 Retail Annual Plan Item 10(a) / R10002 Final Action Attachment 3: Retail DR Programs - Retail DR Programs - Enrollment Process Flows - Ratified October 26, 2012.

2012 Retail Annual Plan Item No. 13.a Final Action - Book 4 (Dispute Resolution) Update Existing Model Business Practices - Ratified September 28, 2012.
2012 Retail Annual Plan Item No. 13.a Final Action Attachment 1 - Formal Dispute Process Flow - Ratified September 28, 2012.
2012 Retail Annual Plan Item No. 13.a Final Action Attachment 2 - Informal Dispute Process Flow - Ratified September 28, 2012.

2012 Retail Annual Plan Item No. 13.b Final Action - Book 12 (Inquiries) Update Existing Model Business Practices - Ratified September 28, 2012.
2012 Retail Annual Plan Item No. 13.b Final Action Attachment - Process Flow - Ratified September 28, 2012.

2012 Retail Annual Plan Item No. 9.r Final Action: Review Book 0 (Overview of Model Business Practices and Master List of defined Terms), Book 1 (Market Participant Interactions), Book 6 (Contracts) and Book 21 (Energy Services Provider Interface) for the inclusion of definitions for all Defined Terms - Ratified September 28, 2012.
2012 Retail Annual Plan Item No. 9.r Final Action Attachment - Ratified September 28, 2012.

2012 Retail Annual Plan 9.b Final Action: Review / Update Book 2 - Creditworthiness Model Business Practices (RXQ.2) - Ratified September 28, 2012.
2012 Retail Annual Plan 9.b Final Action Attachment - Process Flow - Ratified September 28, 2012.



REQ Final Actions Incorporated in Version 2.0 (Published April 30, 2012)

2012 Retail Annual Plan Item 9.a - Market Participant Interactions Update - Ratified March 26, 2012.

2011 Retail Annual Plan Item 10 Final Action - Update Existing Model Business Practices - Ratified March 7, 2012.

2011 Retail Annual Plan Items 5(a) and (b) Final Action - Additional Registration Agent Processes - Ratified March 7, 2012.

2011 Retail Annual Plan Item 7 (Phase 2) Final Action - Supplier Marketing Practices Disclosure Statement Contents - Ratified March 7, 2012.

2011 Retail Annual Plan Item 6 Final Action - Supplier Certification: Develop practices to register/certify new Suppliers - Ratified January 23, 2012.

2011 Retail Annual Plan Item 10.d.1 Final Action - Book 6 Contracts: Update Existing Model Business Practices - Review and update all existing Model Business Practices, filling in any gaps that may exist and making the language consistent throughout all Books - Ratified January 23, 2012.

2011 Retail Annual Plan Item 8c/R10008 Final Action - Energy Services Provider Interface Standard (Standardize the exchange of Energy Usage Information, as per the requirements outlined in the requirements collected in OpenADE 1.0 Requirements documents) - Ratified October 17, 2011.

2011 Retail Annual Plan Item 7 Final Action - Supplier Marketing Practices - Ratified September 19, 2011.

2011 Retail Annual Plan Item 8(d)/R10012 Final Action - Third Party Access to Smart Meter-based Information - Ratified August 8, 2011.



REQ Final Actions to be Incorporated in Version 1.3 (Published March 31, 2011)

2010 Retail Annual Plan Item 3(c) Final Action - Phase 2: M&V for Demand Response Programs - Ratified March 21, 2011.

2010 Retail Annual Plan Item 9(a) Final Action - Phase Two Requirements Specification for Common Electricity Product and Pricing Definition - for NIST PAP03. - Ratified March 21, 2011.

2010 Retail Annual Plan Item 9(a-c) Final Action - Master Data Elements List for Business Practice Standards associated with NIST PAP 03 and PAP 09. - Ratified March 21, 2011.

2010 Retail Annual Plan Item 9(b)(ii) Final Action - Phase Two - Requirements Specifications for Common Schedule Communication Mechanism for Energy Transactions - for NIST PAP04. - Ratified March 21, 2011.

2010 Retail Annual Plan Item 9(c) Final Action - Phase Two Requirements Specification for Retail Standard DR Signals for NIST PAP09. - Ratified March 21, 2011.

2010 Retail Annual Plan Item 5a Final Action: Users Guide for Book 0 - Ratified December 10, 2010.

2010 Retail Annual Plan Item 11 Final Action: Revised Master List of Defined Terms - Ratified December 10, 2010.

2010 Retail Annual Plan Item 9d (REQ Final Action): Business Practices and Information Models to Support Priority Action Plan 10 - Standardized Energy Usage Information - Ratified November 29, 2010.

2010 Retail Annual Plan Item 4 Final Action: Billing and Payments - Ratified November 8, 2010.

2009 Retail Annual Plan Items 10.a and 10.c Final Action: Service Request, Disconnection and Reconnection in the Registration Agent Model - Ratified November 8, 2010.

2009 Retail Annual Plan Item 1/R05016 Final Action: Develop Technical Electronic Implementation Standards and Data Dictionaries (Book 9: Customer Billing and Payment Notification via Uniform Electronic Transaction) - Ratified August 30, 2010.
Final Action Attachment 1 - Data Dictionaries - Ratified August 30, 2010.
Final Action Attachment 2 - X12 Technical Implementation Guidelines - Ratified August 30, 2010.

2010 Retail Annual Plan Item 9.a (REQ Final Action) - Requirements Specifications for Common Electricity Product and Pricing Definition for NIST PAP03 - Ratified July 30, 2010.

2010 Retail Annual Plan Item 9.b (REQ Final Action) - Requirements Specifications for Common Scheduling Mechanism for Energy Transactions for NIST PAP04 - Ratified July 30, 2010.

2010 Retail Annual Plan Item 9.c (REQ Final Action) - Requirements Specifications for Retail Standard DR Signals - for NIST PAP09 - Ratified July 30, 2010.



REQ Final Actions Incorporated in Version 1.2 (Published December 31, 2009)

2009 Retail Annual Plan Item 6.e Final Action - Measurement & Verification (M&V) for Demand Response Programs - Ratified November 16, 2009.

2009 Retail Annual Plan Item 4a, Part 1 Final Action - Develop Model Business Practices and procedures for responding to Customer inquiries directed to Distributors and/or Suppliers and for notification of the other party - Ratified June 25, 2009.
2009 Retail Annual Plan Item 4a, Part 2 Final Action - Customer Inquiries
2009 Retail Annual Plan Item 4a, Part 2 Attachment 1 Final Action - Model 12.4.1
2009 Retail Annual Plan Item 4a, Part 2 Attachment 1 Final Action - Model 12.4.2
2009 Retail Annual Plan Item 4a, Part 2 Attachment 1 Final Action - Model 12.4.3



REQ Final Actions Incorporated in Version 1.1 (Published June 30, 2009)

R08015/2009 WGQ Annual Plan Item 2.b/2009 Retail Annual Plan Item 5 Final Action - Revise the Trading Partner Agreement (TPA) - Ratified June 15, 2009.
Attachment 1: Exhibit A - Revised Trading Partner Agreement (WGQ Standard 6.3.3 / RXQ.6.1)
Attachment 2: Exhibit B - Trading Partner Worksheet WGQ Standards 6.3.3.TPW / RXQ6.1 TPW)
Attachment 3: Exhibit C - Frequently Asked Questions (2009 TPA & TPW)
Attachment 4: Exhibit D - Revisions to Internet ET
Attachment 5: Exhibit E - Revisions to WGQ QEDM
Attachment 6: Exhibit F - Revisions to Retail QEDM

2008 Retail Annual Plan Item 2a, Part 1 Final Action - Customer Enrollment, Drop and Account Information Change including Using a Registration Agent (Technical X12 Implementation Guidelines) - Ratified March 13, 2009.

2008 Retail Annual Plan Item 2a, Part 2 Final Action - Customer Enrollment, Drop and Account Information Change including Using a Registration Agent (Data Dictionaries) - Ratified March 13, 2009.

2008 Retail Annual Plan Item 3(iv) and (v), Part 1 Final Action - ESI ID Set-up, ESI ID Information Change, and Ad Hoc Historical Usage Using a Registration Agent (Model Business Practices) - Ratified March 13, 2009.

2008 Retail Annual Plan Item 3(iv) and (v), Part 1 Final Action - Attachment - Ratified March 13, 2009.

2008 Retail Annual Plan Item 3(iv) and (v), Part 2 Final Action - ESI ID Set-up, ESI ID Information Change, and Ad Hoc Historical Usage Using a Registration Agent (Technical X12 Implementation Guidelines and Data Dictionaries) - Ratified March 13, 2009.

2007 WGQ Annual Plan Item 3/2007 Retail Annual Plan Item 9 Final Action - Develop or amend WGQ technical standards, as appropriate, to address the DOE Sandia National Laboratories 2006 surety assessment findings and recommendations (WGQ)/Address issues raised in the Department of Energy's Sandia National Laboratories on NAESB technical standards and respond to the surety assessment finding and recommendations (REQ/RGQ) - Ratified July 11, 2008.

R05016A Final Action - Standards or model business practices for electronic retail billing transactions and bill payment transactions between customers, suppliers, and utilities - Ratified June 22, 2008.

2008 Retail Annual Plan Item 3(i), (ii), (iii) Final Action - Customer Enrollment, Drop and Account Information Change Using a Registration Agent - Ratified June 22, 2008.

2008 Retail Annual Plan Item 3(i), (ii), (iii) Final Action - Attachment - Ratified June 22, 2008.

2007 Retail Annual Plan Item 3a(iii) - Account Information Change Final Action - Ratified February 8, 2008.

2007 Retail Annual Plan Item 5 - Customer Information Final Action - Ratified February 8, 2008.

2007 Retail Annual Plan Item 5 - Customer Information (Information Requirements and Technical Electronic Implementation Model Business Practices) Final Action - Ratified February 8, 2008.

2007 WGQ Annual Plan Item 4 and Retail 2007 Annual Plan Item 6 Final Action - Ratified February 8, 2008.

2007 Retail Annual Plan Item 1(a) Final Action - Additional Billing and Payment model business practices - Ratified August 20, 2007.

2007 Retail Annual Plan Item 1(a) Final Action - Attachment - Ratified August 20, 2007.

2007 Retail Annual Plan Item 3a(ii) Final Action - Customer Drop model business practices - Ratified August 20, 2007.

2005 Retail Annual Plan Item 3 Final Action - Customer Information model business practices - Ratified August 20, 2007.

R05016 Final Action - Customer Billing and Payment Notification via Uniform Electronic Transactions model business practices - Ratified August 20, 2007.

R05013 Final Action - Base Contract for Retail Sale and Purchase of Natural Gas or Electricity - Ratified January 7, 2007.

R05013 Final Action - Attachment 1 (RXQ.6.5 Base Contract in Word Format) - Ratified January 7, 2007.

R05013 Final Action - Attachment 2 (User Guide) - Ratified January 7, 2007.

2006 Retail Annual Plan Item 4(i) - Customer Enrollment - Ratified January 7, 2007.



REQ Final Actions Incorporated in Version 1.0 (Published September 27, 2005)

2005 REQ/RGQ Annual Plan Item 6, Version 1.0 Final Action - Ratified September 26, 2005.

R04030 Final Action - Ratified September 26, 2005.

2004 Annual Plan Item 14, Internet Electronic Transport Version 2.0 Final Action - Ratified August 30, 2005.

R04017 Final Action - Ratified May 13, 2005.

2004 Annual Plan Item 2, Market Participant Interactions Model Business Practices Final Action - Ratified December 30, 2004.

2004 Annual Plan Item 4, Distribution Company - Supplier Disputes Model Business Practices Final Action - Ratified December 30, 2004.

2004 Annual Plan Item 2, Market Participant Interactions Model Business Practices Final Action - Ratified October 7, 2004.

2004 Annual Plan Item 2, Non-Disclosure Agreement Model Business Practices Final Action - Ratified October 7, 2004.

2002-2003 Annual Plan Item 2, Creditworthiness Process Flows Final Action - Ratified June 28, 2004.

2003 Annual Plan Item 1 Billing and Payments (Definitions) Final Action - Ratified June 28, 2004.

2003 Annual Plan Item 2 Creditworthiness Introduction and Exec. Summary Final Action - Ratified June 28, 2004.

2003 Annual Plan Item 1 Final Action - Ratified March 1, 2004.

2002-2003 Annual Plan Item 2 Creditworthiness Final Action - Ratified November 24, 2003.

ESPI Schema

ESPI (EAP File)


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