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NAESB Request & Standards Development Activity
 
NAESB Request & Standards Development Activity Applicable to Retail:

 Request for Initiation of a NAESB Standard (Word Format)

 Recommendation Form (Word Format)

 Overview of REQ/RGQ Procedures

 Overview of REQ/RGQ Procedures - Development of Model Business Practices Process Flows

 NAESB Annual Plans

 
Request # Quad Description Requester Information
On Request
Recommendation Comments On Recommendation EC Status Ratification Final Action
R24001

Attachment
WEQ and RMQ Request for a standardized pro forma distribution service contract for DER aggregations. ICF Consulting and U.S. Department of Energy            
2023 RMQ Annual Plan Item 4.b/R22001 RMQ 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 (Standards Request R22001) RMQ Business Practices Subcommittee   Recommendation

Attachment
RMQ Request for Comments Due October 10, 2023      
R23006 Retail 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. Green Button Alliance – OpenADE Task Force   Recommendation


Recommendation - Part 2

Attachment 1

Attachment 2
RMQ Request for Comments Due October 20, 2023


RMQ Request for Comments Due November 10, 2023
     
2023 RMQ Annual Plan Item 2 RMQ Review the cybersecurity aspects of the REQ.21 ESPI Model Business Practices and make any necessary changes, as required ESPI Task Force   Recommendation RMQ Request for Comments Due September 8, 2023

Comments Submitted by D. Coffin, GBA
     
2023 RMQ Annual Plan Item 1 RMQ Review the data used in the NAESB RMQ Internet Electronic Transport specification for data fields that may no longer be utilized and determine if these data fields can be removed RMQ IR/TEIS   No Action Recommendation RMQ Request for Comments Due March 23, 2023

     
2023 RMQ Annual Plan Item 3 RMQ Review cybersecurity standards to determine if baseline Multi-Factor Authentication (MFA) should be integrated into standard requirements and develop supportive standards as needed RMQ IR/TEIS   No Action Recommendation RMQ Request for Comments Due March 10, 2023

     
2022 WEQ Annual Plan Item 5.b.i and 2022 RMQ Annual Plan Item 2.a WEQ and RMQ Develop technical implementation business practice standards to support automation of the current REC creation, accounting, and retirement processes for voluntary markets consistent with the NAESB Base Contract for Sale and Purchase of Voluntary Renewable Energy Certificates WEQ and RMQ BPS   Recommendation

Attachment A

Attachment B

Attachment C

Attachment D

Attachment E

Attachment F
WEQ and RMQ Request for Comments Due August 8, 2022

Comments Submitted by K. Sappenfield, Cheniere Energy

Attachment A Comments Submitted by K. Sappenfield, Cheniere Energy

Attachment B Comments Submitted by K. Sappenfield, Cheniere Energy

Attachment C Comments Submitted by K. Sappenfield, Cheniere Energy

Attachment D Comments Submitted by K. Sappenfield, Cheniere Energy

Attachment E Comments Submitted by K. Sappenfield, Cheniere Energy

Attachment F Comments Submitted by K. Sappenfield, Cheniere Energy

Late Comments Submitted by the WEQ Standards Review Subcommittee

Late Comments on Attachment A Submitted by the WEQ/RMQ BPS

Late Comments on Attachment B Submitted by the WEQ/RMQ BPS

Late Comments on Attachment C Submitted by the WEQ/RMQ BPS

Late Comments on Attachment D Submitted by the WEQ/RMQ BPS

Late Comments on Attachment E Submitted by the WEQ/RMQ BPS

Late Comments on Attachment F Submitted by the WEQ/RMQ BPS
     
R22001 WEQ and RMQ Request to define a common list of grid services for Electric Market interactions Lawrence Berkeley National Laboratory, Berkeley, CA, Pacific Northwest National Laboratory, Richland, WA and U.S. Department of Energy, Washington, DC            
RMQ 2022 Annual Plan Items 3.a.i and 3.a.ii WEQ and WGQ and RMQ Request for Standards Development to Support Coordinated Commercial Practices Between the Natural Gas and Electric Markets During Impending Extreme Weather-Related Emergency Operating Condition. Southwest Power Pool   No Action Recommendation WEQ/WGQ/RMQ Request for Comments Due May 26, 2022

Comments Submitted by the ISO/RTO Council's Standards Review Committee and Electric Gas Coordination Task Force

Late Comments Submitted by the WEQ Standards Review Subcommittee


     
R21006 WEQ and WGQ and RMQ Request for Standards Development to Support Coordinated Commercial Practices Between the Natural Gas and Electric Markets During Impending Extreme Weather-Related Emergency Operating Condition. Southwest Power Pool   No Action Recommendation WEQ/WGQ/RMQ Request for Comments Due May 26, 2022

Comments Submitted by the ISO/RTO Council's Standards Review Committee and Electric Gas Coordination Task Force

Late Comments Submitted by the WEQ Standards Review Subcommittee


     
2021 RMQ Annual Plan Item 2.a and 2021 WEQ Annual Plan Item 6.b.i RMQ and WEQ Develop a Base Contract for Sale and Purchase of Renewable Energy Certificates (RECs) to support the voluntary markets RMQ BPS and WEQ BPS   Recommendation

Attachment 1

Attachment 2
Joint RMQ and WEQ Request for Comments
Due September 2, 2021


Comments Submitted by K. Sappenfield, Cheniere

Comments Submitted by K. Sappenfield, Cheniere on Attachment 1

Comments Submitted by K. Sappenfield, Cheniere on Attachment 2

Late Comments Submitted by the Joint WEQ BPS/RMQ BPS on Attachment 1

Late Comments Submitted by the Joint WEQ BPS/RMQ BPS on Attachment 2
     
RMQ 2020 Annual Plan Item 5.c RMQ Develop and/or modify the NAESB Business Practice Standards as needed to address Additional Findings and Considerations identified by Sandia National Laboratories     Recommendation RMQ Request for Comments
Due November 16, 2020
     
2019 RMQ Annual Plan Items 6 Retail 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 Joint RMQ IR/TEIS and WGQ EDM Subcommittee   Recommendation

Attachment 1
List of Proposed Standards and Documents Changes


Attachment 2
RXQ.5 Quadrant-Specific Electronic Delivery Mechanism Model Business Practices (Redlined)


Attachment 3
RXQ.7 Internet Electronic Transport Model Business Practices (Redlined)
Request for Comments Due
December 17, 2019
     
R19012 Retail 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. Green Button Alliance, Inc.   Recommendation

Attachment 1
REQ.21.4.2 Energy Usage Information Model (Redline)


Attachment 2
REQ.21.4.3 Retail Customer Model (Redline)
Request for Comments Due
December 2, 2019
     
R19010 Retail Request to revise the NAESB REQ.21 ESPI Retail Customer Schema with additional schema attributes that have been identified. Green Button Alliance, Inc.   Recommendation

Attachment 1
REQ.21.4.3 Retail Customer Model


Attachment 2
Retail Customer Schema
Request for Comments Due
December 2, 2019
     
R19005 Retail Request to Update OpenFMB Platform Specific Model (PSM) approach and OpenFMB publish-subscribe protocols best practices. Schweitzer Engineering Laboratories Inc.   Recommendation

Attachment
RMQ.26 OpenFMB MBPs
(Redline)
Request for Comments Due
July 15, 2019
     
R19004
(2019 RMQ Annual Plan Item 4.a)
Retail Request to review, update, and develop OpenFMB Model Business Practices to support modern cybersecurity best practices. National Institute of Standards and Technology   Recommendation

Attachment 1
RMQ.26 OpenFMB MBPs
(Redline)


Attachment 2
RMQ.26 OpenFMB MBPs
(Clean)
Request for Comments Due
June 18, 2019
     
R19003 Retail Request to Update OpenFMB Data Modeling Approach to draw upon multiple Platform Independent Model (PIM) standards. Xtensible Solutions, LLC   Recommendation

Attachment 1
RMQ.26 OpenFMB MBPs
(Redline)


Attachment 2
RMQ.26 OpenFMB MBPs
(Clean)
Request for Comments Due
June 18, 2019
     
R19002 Retail Request to Restructure and clarifying OpenFMB Model Business Practices to emphasize how a Utility Service Provider develops its Business Case driven OpenFMB implementation. Open Energy Solutions, Inc.   Recommendation

Attachment 1
RMQ.26 OpenFMB MBPs
(Redline)


Attachment 2
RMQ.26 OpenFMB MBPs
(Clean)
Request for Comments Due
June 18, 2019
     
R18012 Retail Request to Develop Baseline Requirements for PKI and Digital Certificate Issuance in the OpenFMB Protocol. SSL.com   Recommendation
NO ACTION
TO BE TAKEN


Recommendation
NO ACTION
TO BE TAKEN Approved by the RMQ Executive Committee on October 16, 2019
Request for Comments Due
May 28, 2019
     
R17004 Retail 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 Co-Chairs of the RMQ/WEQ DSM-EE Subcommittee   Recommendation Request for Comments Due
October 2, 2017
     
Retail 2017 Annual Plan Item 1.g Retail Book 23 � Supplier Marketing Practices (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.) Joint RMQ Business Practices Subcommittee and DSM-EE Task Force   Recommendation

Attachment: Book 23 Model Business Practices
Request for Comments
Due May 30, 2017
     
Retail 2017 Annual Plan Item 6 Retail Book 27 � Enrollment, Drop and Account Information Change for Demand Response Programs in a Registration Agent Marketplace
6.a Develop model business practices to include interval usage, non-interval usage, and Retail Net Metering
Joint RMQ Business Practices Subcommittee and DSM-EE Task Force   Recommendation

Attachment: Book 27 Model Business Practices
Request for Comments
Due May 26, 2017
     
Retail 2017 Annual Plan Items 5.a-b Retail Book 28 - Self-Deployment of a Demand Response Program by a Demand Response Service Provider in the Registration Agent Model
5.a. Investigate the feasibility and necessity of developing a new book regarding self-deployment of a Demand Response program by a Demand Response Service Provider in the Registration Agent marketplace)
5.b. If feasible and necessary, develop a new book containing the applicable model business practices
Joint RMQ Business Practices Subcommittee and DSM-EE Task Force   Recommendation

Attachment: Book 28 New Model Business Practices
Request for Comments
Due May 26, 2017
     
Retail 2017 Annual Plan Item 1.h Retail 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.) Joint RMQ Business Practices Subcommittee and DSM-EE Task Force   Recommendation

Attachment 1: Book 24 Model Business Practices - (Redline)

Attachment 2: Book 24 Model Business Practices - (Clean)

Attachment 3: Book 24 Process Flows
Request for Comments
Due April 26, 2017
     
Retail 2017 Annual Plan Item 1.i Retail 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.) Joint RMQ Business Practices Subcommittee and DSM-EE Task Force   Recommendation

Attachment 1: Book 27 New Model Business Practices

Attachment 2: Book 27 New Process Flows
Request for Comments
Due February 8, 2017
     
Retail 2016 Annual Plan Items 2.b and 3.b.iii Retail 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. RMQ Information Requirements and Technical Electronic Implementation Subcommittee   Recommendation

Attachment 1: 814 Enrollment Request/Confirmation/Rejection

Attachment 2: 814 Change Request/Confirmation/Rejection

Attachment 3: 814 Reinstatement Request/Confirmation/Rejection
Request for Comments Due
October 19, 2016
     
Retail 2016 Annual Plan Items 2.c and 3.b.iv Retail 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. RMQ Information Requirements and Technical Electronic Implementation Subcommittee   Recommendation

Attachment 1: 814 NAESB RXQ.11.6.10 Account Information Change Request

Attachment 2: 814 NAESB RXQ.11.6.3 Enrollment Confirmation
Request for Comments Due
October 19, 2016


Comments, Submitted by D. Jones, Duke

Attachment 1 Late Comments Submitted by the Retail IR/TEIS Subcommittee

Attachment 2 Late Comments Submitted by the Retail IR/TEIS Subcommittee
     
Retail 2016 Annual Plan Item 4.a Retail Develop a specification for Demand Response Products and Services to support a certification program. Demand Side Management and Energy Efficiency Subcommittee (DSM-EE) Specifications Task Force   Recommendation
NO ACTION
TO BE TAKEN


Recommendation
NO ACTION
TO BE TAKEN Approved by the RMQ Executive Committee on October 26, 2016
Request for Comments Due
August 24, 2016
     
Retail 2016 Annual Plan
Item 1.c
Retail Update Existing Model Business Practices � Review and 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. Joint RMQ Business Practices Subcommittee (BPS) and DSM-EE Subcommittee   Recommendation

Attachment: REQ.13 - Measurement and Verification of Demand Response Programs Model Business Practices (Redlined)
Request for Comments Due
August 9, 2016
     
Retail 2016 Annual Plan
Item 3.b.ii
Retail 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 � � Book 3 � Billing and Payment. RMQ Information Requirements and Technical Electronic Implementation Subcommittee   Recommendation

Attachment 1 - 867 NAESB RXQ.3.6.1 Monthly Interval Usage for Billing

Attachment 2 - 867 NAESB RXQ.3.6.1 Monthly Usage for Billing
Request for Comments Due
July 21, 2016
     
Retail 2016 Annual Plan
Item 1.m
Retail Update Books 1 (Market Participant Interactions), 2 (Creditworthiness), and 4 (Dispute Resolution) to expand the applicability to the non-competitive market. RMQ Business Practice Subcommittee (BPS)   Recommendation

Attachment 1 - Book 1 Redlined Market Participant Interactions Model Business Practices

Attachment 2 - Book 2 Redlined Creditworthiness Model Business Practices

Attachment 3 - Book 4 Redlined Dispute Resolution Model Business Practices
Request for Comments Due
June 9, 2016
     
Retail 2016 Annual Plan
Item 1.d
Retail Update Book 14 Service Request, Disconnection and Reconnection in the Registration Agent Model. Joint RMQ Business Practice Subcommittee (BPS) and Registration Agent Task Force   Recommendation

Attachment 1 - Book 14 Redlined Model Business Practices

Attachment 2 - Book 14 Clean Model Business Practices

Attachment 3 - Book 14 Revised Process Flows (Models)
Request for Comments Due
June 9, 2016
     
Retail 2016 Annual Plan
Item 6
Retail Review RXQ.6 for consistency with any updates made to the NAESB Base Contract for Sale and Purchase of Natural Gas. RMQ Business Practice Subcommittee (BPS)   Recommendation

Attachment - Recommended Disclaimer Language
Request for Comments Due
May 25, 2016


Comments Submitted by Retail BPS

Attachment to Comments Submitted by Retail BPS
     
Retail 2015 Annual Plan Items 1.b and 4.b.ii RMQ Technical Implementation for Book 8 � Customer Information. RMQ Information Requirements/Technical Electronic Implementation Subcommittee (IR/TEIS)   Recommendation

Attachment 1: 814 NAESB RXQ.8.6.7 Historical Usage Request (Book 8)

Attachment 2: 814 NAESB RXQ.8.6.8 Historical Usage Response (Accept/Reject)(Book 8)

Attachment 3: 867 NAESB RXQ.8.6.9 Historical Usage/Interval Usage Data
(Book 8)
Request for Comments Due
April 14, 2016
     
Retail 2016 Annual Plan
Item 1.b
Retail Update Book 12 - Inquiries RMQ Business Practice Subcommittee (BPS)   Recommendation

Attachment 1: Revised Book 12 Model Business Practices

Attachment 2: Revised Book 12 Process Flows

Request for Comments Due
April 12, 2016
     
WEQ 2016 Annual Plan Item 8.a
/RMQ 2016 Annual Plan Item 7.a
WEQ/RMQ Develop and/or modify Demand Response Standards as needed in response to the Supreme Court decisions regarding the final D.C. Circuit ruling on FERC Order No. 745. Joint WEQ/RMQ DSM-EE Subcommittee   Recommendation
NO ACTION
TO BE TAKEN


Recommendation as approved by the WEQ Executive Committee on
April 26, 2016
and Retail Executive Committee on
April 27, 2016
NO ACTION
TO BE TAKEN
Request for Comments Due
April 11, 2016
     
Retail 2016 Annual Plan
Items 1.a and 3.a.i
Retail Update Existing Model Business Practices for Book 11 - Customer Enrollment, Drop, and Account Information Change Using a Registration Agent RMQ Business Practice Subcommittee (BPS)   Recommendation

Attachment 1: Revised Book 11 Model Business Practices (Redlined)

Attachment 2: Revised Book 11 Model Business Practices (Clean)

Attachment 3: Revised Book 11 Process Flows

Recommendation as approved by the RMQ Executive Committee on February 24, 2016

Attachment 1: Revised Book 11 Model Business Practices as revised and approved by the RMQ Executive Committee on February 24, 2016 (Redlined)

Attachment 2: Revised Book 11 Model Business Practices approved by the RMQ Executive Committee on February 24, 2016 (Clean)

Attachment 3: Revised Book 11 Process Flows approved by the RMQ Executive Committee on February 24, 2016

Request for Comments Due
February 18, 2016


Late Comments Submitted by the Retail BPS
     
Retail 2015 Annual Plan
Item 9.a/R14008
Retail 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. RMQ OpenFMB Task Force   Recommendation

Recommendation approved by the RMQ Executive Committee
via notational ballot
on February 4, 2016
(Redline)


Recommendation approved by the RMQ Executive Committee
via notational ballot
on February 4, 2016
(Clean)
Request for Comments Due
January 15, 2016


Comments Submitted by P. Precht, Baltimore Gas and Electric

Comments Submitted by D. Brooks, ISO NE

Late Comments Submitted by the Retail OpenFMB Task Force
     
Retail 2015 Annual Plan
Item 3.b
(Retail 2015 Annual Plan Item 4.a.i)
Retail Update Book 10 - Retail Customer Enrollment, Drop and Account Information Change RMQ Business Practice Subcommittee (BPS)   Recommendation Request for Comments Due
August 7, 2015
     
Retail 2015 Annual Plan Item 1.a Retail Review and Update the Technical Implementation of Book 3 - Billing and Payment RMQ Information Requirements / Technical Electronic Implementation Subcommittee (IR/TEIS)   Recommendation

Recommendation Attachment 1 - 810 NAESB RXQ.3.6.2 Invoice: Bill Ready & Single Retail Supplier Billing

Recommendation Attachment 2 - 810 NAESB RXQ.3.6.3 Invoice: Rate Ready

Recommendation Attachment 3 - 824 NAESB RXQ.3.6.6 Application Advice

Recommendation Attachment 4 - 820 NAESB RXQ.3.6.4 Payment Order / Remittance Advice

Recommendation Attachment 5 - 248 NAESB RXQ.3.6.7 Termination of Billing Services

Recommendation Attachment 6 (Redline) - RXQ.3.6.6 Application Advice (Data Dictionary / Code Value Dictionary)

Recommendation Attachment 6 (Clean) - RXQ.3.6.6 Application Advice (Data Dictionary / Code Value Dictionary)

Recommendation Attachment 7 - 824 NAESB RXQ.3.6.6 Positive Notification
Request for Comments Due
July 29, 2015
     
Retail 2015 Annual Plan Item 3.a Retail Update Book 9 - Retail Customer Billing and Payment Notification via Uniform Electronic Transactions RMQ Business Practice Subcommittee (BPS)   Recommendation (Redline/Clean)

Recommendation Attachment - Book 9 Process Flows
Request for Comments Due
July 17, 2015
     
Retail 2015 Annual Plan Item 7 Retail Add Business Definition for Data Custodian and Make Conforming Changes to Book 8 � Retail Customer Information and Book 21 � Energy Services Provider Interface (ESPI). Joint Retail BPS, Glossary, IR/TEIS and ESPI Task Force   Recommendation (Redline)

Recommendation (Clean)

Recommendation Attachment - Book 8 Process Flows
Request for Comments Due
April 15, 2015
     
Retail 2015 Annual Plan
Items 6.a-c
Retail Include References in all Relevant Books to ESPI Standards � Book 21. Joint Retail BPS, Glossary, IR/TEIS and ESPI Task Force   Recommendation Request for Comments Due
April 15, 2015
     
R15001 Retail Request for Revisions applicable to the NAESB Model Business Practice Standard, RXQ.6.10 Retail Customer Authorization for Release of Retail Customer-Specific Data California Public Utilities Commission   Recommendation

Attachment
Request for Comments Due
August 7, 2015
     
R14008 Retail The request specifically identifies new standards to support OpenFMB, Open Field Message Bus (OpenFMB) Architecture for Interoperable Data Exchange between Distributed Power Systems Devices on the Electric Grid�s Field Area Networks. Duke Energy Business Services   Recommendation Request for Comments Due
January 15, 2016
   
Retail 2014 Annual Plan Items 5.a and 5.b Retail Investigate and determine if changes to standards are needed to support adequate session encryption. Retail IR/TEIS Subcommittee   Recommendation
NO ACTION
TO BE TAKEN


Recommendation as apporved by the Retail Executive Committee on February 25, 2015
NO ACTION
TO BE TAKEN
Request for Comments Due January 5, 2015      
Retail 2014 Annual Plan Items 7.a and 7.b (Part 2 - Book 3) Retail 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. Retail Business Practice Subcommittee   Recommendation

Attachment
Process Flows
Request for Comments Due November 20, 2014      
Retail 2014 Annual Plan Item 10 Retail Review and consider changes to support FERC Notice of Proposes Rulemaking, Coordination of the Scheduling Process of Interstate Natural Gas Pipelines and Public Utilities (NOPR Issued March 20, 2014 � RM14-2-000). Retail Business Practice Subcommittee   Recommendation
NO ACTION
TO BE TAKEN


Recommendation as apporved by the Retail Executive Committee on February 25, 2015
NO ACTION
TO BE TAKEN
Request for Comments Due November 20, 2014      
Retail 2014 Annual Plan Item 12.a / R14004 Retail 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. Joint Retail Business Practices, Information Requirements, and Technical Electronic Information Subcommittees   Recommendation Request for Comments Due October 2, 2014      
Retail 2014 Annual Plan Item 6.a / R12008 Retail Review and consider changes to NAESB REQ.22 as requested by SGIP CSWG (R12008) � in coordination with the DoE effort to develop a voluntary code of conduct. Retail Energy Quadrant Data Privacy Task Force   Recommendation
NO ACTION
TO BE TAKEN


Recommendation as apporved by the Retail Executive Committee on October 22, 2014
NO ACTION
TO BE TAKEN
Request for Comments Due October 2, 2014      
Retail 2014 Annual Plan Items 7.a and 7.b (Part 1 - Book 8) Retail Define 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 to certain Retail Customers must account for Retail Net Metering arrangements. Retail Business Practice Subcommittee   Recommendation

Recommendation as revised and approved by the RXQ Executive Committee on 10/22/14 (Redline)

Recommendation as revised and approved by the RXQ Executive Committee on 10/22/14 (Clean)
Request for Comments Due September 25, 2014      
Retail 2014 Annual Plan Items 3 and 4.a Retail 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. Retail Business Practice Subcommittee   Recommendation

Attachment
Process Flows
Request for Comments Due July 29, 2014

Comments Submitted by E. Winkler, ISO New England

Comments Submitted by C. Villarreal, California PUC

Late Comments Submitted by the Retail BPS
     
Retail 2014 Annual Plan Item 6.b Retail Consider the development of a specification to support a certification program for the REQ.22 standards. REQ Data Privacy Task Force   Recommendation

Attachment
Specification for Data Privacy Governing Third Party Access


Recommendation as approved by the Retail Exeuctive Committee on August 20, 2014 (including link to Attachment)
Request for Comments Due
July 28, 2014


Comments Submitted by R. Herold & Associates, LLC dba The Privacy Professor�

Late Comments Submitted by the REQ Data Privacy Task Force
     
R14004 Retail Addition of Transaction-Set Code values to support file submitted for Load Resource Participation in Security-Constrained Economic Dispatch. The change in NAESB standard is to add additional values in NAESB EDM header �TRANSACTION-SET�. This change impacts �NAESB Retail Gas Quadrant / Retail Electric Quadrant � Model Business Practices, Quadrant-Specific EDM� Section RXQ 5.5.2. Vikram Gupta on behalf of Texas Data Transport Working Group (TDTWG) Withdrawn by Submitter - April 2, 2015 Recommendation Request for Comments Due October 2, 2014      
Retail 2014 Annual Plan Item 10.e
(AP Item No. Revised
to 9.e on 4/3/2014)
Retail Ongoing development and maintenance of definitions. RXQ Glossary Subcommittee   Recommendation (Part 1) Request for Comments Due
April 24, 2014
     
Retail 2013 Annual Plan Item 10.a / WEQ 2013 Annual Plan Item 7.a Retail Develop a specification for demand response and energy efficiency products and services to support a certification program. DSM-EE Specifications Task Force   Recommendation

Attachment:
EE M&V Specification
Request for Comments Due
January 20, 2014


Comments Submitted by ERCOT, IESO, ISO-NE, MISO, SPP, PJM and NYISO

Comments Submitted by Southern Company

Late Comments of the DSM/EE Specifications Task Force
     
Retail 2013 Annual Plan Item 7.a Retail Investigate and determine if changes to standards are needed to support adequate session encryption. Retail IR/TEIS Subcommittee   Recommendation
NO ACTION
TO BE TAKEN


Recommendation as apporved by the Retail Executive Committee on November 7, 2013
NO ACTION
TO BE TAKEN
Request for Comments Due
October 28, 2013
     
Retail 2013 Annual Plan Item 5.a Retail Update Existing Model Business Practices � Book 3 � Billing and Payments. Retail Business Practice Subcommittee   Recommendation

Attachment:
Process Flows
Request for Comments Due
October 17, 2013
     
Retail 2012 Annual Plan Item 5.a Retail Process Flows and Narrative on Processes as Retail Orientation Materials - (Develop process flows and online navigational aids to support the procedures and to be provided as Retail orientation materials.) Retail Business Practice Subcommittee   Recommendation

Attachment:
Process Flows
Request for Comments Due
June 17, 2013
     
Retail 2013 Annual Plan Item 2.b Retail Additional Registration Agent Processes - Modify as needed Book 5 � RGQ/REQ Quadrant-Specific Electronic Delivery Mechanism to support data file names and associated Model Business Practices. Joint Registration Agent Task Force, Retail IR/TEIS and Retail BPS   Recommendation Request for Comments Due
May 28, 2013
     
R13005 WGQ/REQ/RGQ Modify WGQ/REQ/RGQ Internet Electronic Transport Examples, Version 2.0 Oncor   Recommendation Joint WGQ and RXQ Request for Comments Due September 16, 2013      
Retail 2013 Annual Plan Item 1.a Retail Develop Technical Electronic Implementation Standards and Data Dictionaries for RXQ.10 - Retail Customer Enrollment, Drop and Account Information Change Joint REQ/RGQ Information Requirements and Technical Electronic Implementation Subcommittee (IR/TEIS)   Recommendation

Attachment1: Change Request

Attachment2: Change Response

Attachment3: Enrollment Response

Attachment4: Enrollment Request

Attachment5: Drop Request

Attachment6: Drop Response
Request for Comments Due
March 13, 2013
     
R13001 REQ Request for Corrections and Enhancements to the NAESB REQ.21 Energy Services Provider Interface (ESPI). OpenADE Task Force   Recommendation

Recommendation Attachment 1 - Revised REQ.21 MBPs (Redline)

Recommendation Attachment 2 - Revised REQ.21 MBPs (Clean)

Recommendation
February 13, 2019

Recommendation
February 13, 2019
Attachment 1 - Revised REQ.21 MBPs (Redline)

Recommendation
February 13, 2019
Attachment 2 - Revised REQ.21 MBPs (Clean)
Request for Comments Due
September 4, 2018

Late Comments Submitted by D. Coffin, Green Button Alliance

Request for Comments Due
February 28, 2019


Comments Submitted by K. De Schepper, FLUX Tailor

Comments Submitted by P. Tronnier, SSL.com

Attachment to
Comments Submitted by P. Tronnier, SSL.com


Comments Submitted by D. Coffin, Green Button Alliance
     
Retail 2012 Annual Plan Item 10.b Retail Retail Customer Authorization Form Joint REQ/RGQ BPS, REQ DSM-EE Subcommittee, REQ Smart Grid PAP 10 Subcommittee & Data Privacy Task Force   Recommendation

Attachment: Retail Customer Authorization Form

Recommendation as revised and approved by the Retail Executive Committee on February 20, 2013

Attachment as revised and approved by the Retail Executive Committee on February 20, 2013 (Redline)

Attachment as revised and approved by the Retail Executive Committee on February 20, 2013 (Clean)
Request for Comments Due
January 4, 2013


Comments Submitted by B. Smith, Xcel Energy

Comments Submitted by M. Lauderdale, Integrys Energy

Comments Submitted by A. Vance, Direct Energy

Comments Submitted by S. Bennett, Exelon/Constellation

Late Comments Submitted by Retail BPS, DSM/EE and Data Privacy Task Force

Late Comments on the Attachment: Retail Customer Authorization Form Submitted by Retail BPS, DSM/EE and Data Privacy Task Force

Late Comments Submitted by L. Tillman, Balch & Bingham representing Southern Company
     
Retail 2012 Annual Plan Item 7.b.i REQ Develop standards to support PAP 10 - Standards Energy Usage Information, Phase 2, Harmonization with CIM and SEP 2.0 Smart Grid
PAP 10 Subcommittee
  Recommendation
(Redline)

Recommendation revised and approved by the REQ Executive Committee on February 20, 2013
Request for Comments Due
January 3, 2013


Comments Submitted by L. Tillman, Balch & Bingham
     
R12008 REQ Request for Additional Privacy and Cyber Security Requirements for NAESB REQ.22 Smart Grid Interoperability Panel Cyber Security Working Group   Recommendation
NO ACTION
TO BE TAKEN
Request for Comments Due October 2, 2014      
Retail 2012 Annual Plan Item 9.b Retail Review / Update Book 2 - Creditworthiness Model Business Practices (RXQ.2). RGQ/REQ Business Practice Subcommittee   Recommendation

Attachment
RXQ.2.4 - Creditworthiness Process Flows
Request for Comments Due
August 17, 2012
     
Retail 2012 Annual Plan Item 10.a / R10002 Retail Create common interfaces and data structures necessary for enrolling DR sites into a DR program. Enrollment process Model Business Practices development (R10002). REQ DSM-EE Subcommittee   Recommendation

Attachment 1
Retail DR Programs - Account Information Change Process Flows

Attachment 2
Retail DR Programs - Drop Process Flows

Attachment 3
Retail DR Programs - Enrollment Process Flows
Request for Comments Due
July 10, 2012


Comments Submitted by ISONE, MISO, NYISO, PJM, IESO, and ERCOT

Comments Submitted by L. Tillman, Southern Company

Comments Submitted by L. Tillman, Southern Company on Enrollment Process Flows

Comments Submitted by L. Tillman, Southern Company on Drop Process Flows

Comments Submitted by G. Wooding, Efficiency Valuation Organization

Late Comments Submitted by the Retail Demand Response Work Group
     
Retail 2012 Annual Plan Item 3.b Retail 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. REQ DSM-EE Subcommittee   Recommendation

WEQ Recommendation
(WEQ Consideration for consistency in definitions to terms that are used both in the Retail and Wholesale Electric Quadrants)
Request for Comments Due
July 10, 2012


Comments Submitted by ISONE, MISO, NYISO, PJM, IESO, and ERCOT

Comments Submitted by L. Tillman, Southern Company

Comments Submitted by G. Wooding, Efficiency Valuation Organization

WEQ Recommendation
Comments Submitted by the WEQ Standards Review Subcommittee


WEQ Recommendation
Comments Submitted by ERCOT, IESO, ISO New England, MISO, New York ISO, PJM, and SPP


Late Comments Submitted by E. Winkler, ISONE
     
Retail 2012 Annual Plan Item 9.r Retail 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. Retail Glossary Subcommittee   Recommendation

Attachment
Request for Comments Due
June 1, 2012
     
Retail 2012 Annual Plan Item 13.a Retail Book 4 - Dispute Resolution: Update Existing Model Business Practices Joint REQ/RGQ Business Practices Subcommittee   Recommendation

Attachment 1:Formal Dispute Process Flow

Attachment 2:Informal Dispute Process Flow
Request for Comments Due
May 24, 2012


Late Comments Submitted by the Retail BPS Subcommittee
     
Retail 2012 Annual Plan Item 13.b Retail Book 12 - Inquiries: Update Existing Model Business Practices Joint REQ/RGQ Business Practices Subcommittee   Recommendation

Attachment: Process Flows
Request for Comments Due
May 24, 2012


Late Comments Submitted by the Retail BPS Subcommittee
     
Retail 2012 Annual Plan Item 9.a Retail Market Participant Interactions Update Joint REQ/RGQ Business Practices Subcommittee   Recommendation

Request for Comments Due February 17, 2012

Comments submitted by A. Marino, Pennsylvania Public Utility Commission

Recommendation as revised/approved by the REQ and RGQ ECs on February 22, 2012 (Redline)
(Members Accessible)


Recommendation as revised/approved by the REQ and RGQ ECs on February 22, 2012 (Clean)
(Members Accessible)


     
Retail 2011 Annual Plan Item 6 Retail Supplier Certification: Develop practices to register/certify new Suppliers Joint REQ/RGQ Business Practices Subcommittee   Recommendation

Request for Comments Due December 5, 2011

     
Retail 2011 Annual Plan Item 10.d.1 Retail 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 Joint REQ/RGQ Business Practices Subcommittee   Recommendation

Request for Comments Due December 5, 2011

     
Retail 2011 Annual Plan Item 10 Retail Update Existing Model Business Practices Joint REQ/RGQ Glossary Subcommittees   Recommendation

Request for Comments Due October 20, 2011

     
Retail 2011 Annual Plan Item 7 (Phase 2) Retail Phase 2: Supplier Marketing Practices Disclosure Statement Contents Joint REQ/RGQ Business Practices Subcommittee   Recommendation

Request for Comments Due October 14, 2011

     
Retail 2011 Annual Plan Items 5 a & b Retail Additional Registration Agent Processes Joint REQ/RGQ Business Practices Subcommittee   Recommendation

Request for Comments Due October 14, 2011

     
Retail 2011 Annual Plan Item 7 Retail Supplier Marketing Practices Joint REQ/RGQ Business Practices Subcommittee   Recommendation Request for Comments Due August 12, 2011

Comments Submitted by B. Barkas, Dominion Retail, Inc.

Late Comments Submitted by the Retail BPS Subcommittee
     
Retail 2010 Annual Plan Item 3c REQ Phase 2: M&V for Demand Response Programs DSM-EE Subcommittee   Recommendation - Redline

Recommendation - Clean
Request for Comments Due January 14, 2011

Comments Submitted by B. Sailers, Duke Energy

Late Comments Submitted by Hamilton Consulting on behalf of Southern California Edison
     
R10012 REQ Request to develop retail electric model business practices for third party access to consumer smart grid data with considerations for data privacy practices those third parties should employ Reliant Energy   Recommendation

Recommendation
(Member Accessible)


Recommendation as revised and approved by the REQ EC on 07/07/11 (Redline)

Recommendation as revised and approved by the REQ EC on 07/07/11 (Redline)
(Member Accessible)


Recommendation as revised and approved by the REQ EC on 07/07/11 (Clean)

Recommendation as revised and approved by the REQ EC on 07/07/11 (Clean)
(Member Accessible)
Request for Comments Due June 20, 2011

Comments Submitted by L. Tejeda, Keys Energy Services

Comments Submitted by M. Dienhart, Xcel Energy

Comments Submitted by D. Moody, American Public Power Association

Cover Letter Submitted by C. Hudgins, Southern Company

Comments Submitted by C. Hudgins, Southern Company

Comments Submitted by C. Hudgins, Southern Company
(Member Accessible)


Comments Submitted by J. Bryce Clark, OASIS

Late Comments Submitted by L, Jimenez-Price, Sacramento Municipal Utility District

Late Comments Submitted by C. Villarreal, California PUC

Late Comments Submitted by the NAESB REQ Data Privacy Task Force

Late Comments Submitted by the NAESB REQ Data Privacy Task Force
(Member Accessible)


Late Comments Submitted by C. Hudgins, Southern Company
     
REQ 2010 Annual Plan Item 9 REQ Master Data Requirements List for Standards associated with NIST PAP 03 and PAP09 NAESB Smart Grid Standards Developement Subcommittee   Recommendation Request for Comments Due November 15, 2010

REQ and WEQ Comments Submitted by S. Dinges, Trane-IngersollRand(Terms)

WEQ Comments Submitted by L. Tillman on behalf of Southern Companies (Phase 2 - Data Requirements)

Comments Submitted by W. Cox, Cox Software Architects LLC (REQ and WEQ Phase 2 - PAP03, PAP04, PAP 09 and Data Requirements)

Late Comments on Data Requirements Submitted by D. Pratt, J. Phillips and B. Bartell

Late Comments on Data Requirements Submitted by L. Tillman on behalf of Southern Companies
     
Retail 2010 Annual Plan Item 11 Retail Revised Master List of Defined Terms. Joint REQ/RGQ Business Practices Subcommittee and Glossary Subcommittee   Recommendation

Request for Comments Due October 25, 2010

     
Retail 2010 Annual Plan Item 5a Retail Users Guide for Book 0. Joint REQ/RGQ Business Practices Subcommittee   Recommendation

Request for Comments Due October 25, 2010

     
Retail 2010 Annual Plan Item 9d REQ Business Practices and Information Models to Support Priority Action Plan 10 � Standardized Energy Usage Information Smart Grid PAP10 Subcommittee   Recommendation

Request for Comments Due September 30, 2010

Comments Submitted by D. Haynes, Aclara Power-Line Systems

Comments Submitted by P. Precht, BGE

Comments Submitted by A. Jones, Schneider Electric

Comments Submitted by A. Fishman, Edison Electric Institute

Comments Submitted by S. Neumann on behalf of the IEC 61968-9 Team

UML Class Diagram Submitted by S. Neumann on behalf of the IEC 61968-9 Team

Comments Submitted by J. Ruiz, Johnson Controls

Comments Submitted by J. Reiley, Exelon Corp

Comments Submitted by B. Cox, Cox Software Architects

Image Referred to in Comment 13 Submitted by B. Cox, Cox Software Architects

Cover Letter Submitted by L. Tillman, Southern Companies

Comments Submitted by L. Tillman, Southern Companies

Comments Submitted by D. Bunzel, EIS Alliance

Comments Submitted by S. Gabel, Honeywell

EUI Harmonization Comments Submitted by S. Van Ausdall, Xtensible Solutions

REQ PAP10 Late Comments of the Smart Grid Standards Subcommittee on Priority Action Plan 10

Late Comments Submitted by L. Tillman, Southern Companies
     
R10008 WEQ/REQ Standardize the exchange of Energy Usage Information, as per the requirements outlined in the requirements collected in OpenADE 1.0 Requirements documents. OpenADE Task Force   Recommendation Request for Comments Due August 8, 2011

Comments Submitted by M. Dienhart, Xcel Energy

Comments Submitted by I. O'Neill, Southern California Edison

Comments Submitted by R. Vader, DTE Energy

Comments Submitted by A. Fishman, Edison Electric Institute

Comments Submitted by C. King, eMeter

Cover Letter to Comments Submitted by L. Tillman, Southern Company Services

Comments Submitted by L. Tillman, Southern Company Services

Cover Letter to Late Comments of the ESPI Task Force - 8/10/11

Late Comments of the ESPI Task Force - 8/10/11

Late Late Comments Submitted by J. Ray, Southern Company Services
received on 08/17/11
     
Retail 2010 Annual Plan Item 4 REQ/RGQ Billing and Payments Joint REQ/RGQ Business Practices Subcommittee   Recommendation

Attachment - Models

Recommendation as revised by the Retail ECs on August 18, 2010 (redline)

Recommendation as revised by the Retail ECs on August 18, 2010 (clean)

Attachment - Models
Request for Comments Due July 15, 2010      
Retail 2009 Annual Plan Item 10a and 10c REQ/RGQ Service Request, Disconnection and Reconnection in the Registration Agent Model Joint REQ/RGQ Business Practices Subcommittee   Recommendation

Attachment - Models

Revised Recommendation: 2009 Retail Annual Plan Items 10.a and 10.c as revised by the Retail ECs on 5/5/2010

Recommendation: 2009 Retail Annual Plan Items 10.a and 10.c as revised by the Retail ECs on August 18, 2010 (redline)

Recommendation: 2009 Retail Annual Plan Items 10.a and 10.c as revised by the Retail ECs on August 18, 2010 (clean)

Attachment - Models

Request for Comments Due May 7, 2010

Comments Submitted by J. Cargas, City of Houston
     
R10002 WEQ/REQ Create common interfaces and data structures necessary for enrolling DR sites into a DR program Endeavor Engineering Inc.   Recommendation

Attachment 1
Retail DR Programs - Account Information Change Process Flows

Attachment 2
Retail DR Programs - Drop Process Flows

Attachment 3
Retail DR Programs - Enrollment Process Flows
Request for Comments Due
July 10, 2012
     
WEQ 2010 Annual Plan Item 6a/Retail 2010 Annual Plan Item 9a WEQ/REQ Requirements Specifications for Common Electricity Product and Pricing Definition - for NIST PAP03 NAESB Smart Grid Task Force (SGTF)   Recommendation


Recommendation - Phase 2
Request for Comments Due April 9, 2010

Comments Submitted by the NAESB Standards Review Subcommittee

Comments Submitted by B. Rehman, BPA

Comments Submitted by K. York, TVA

Cover Letter Submitted by S. Gabel, Honeywell

Comments Submitted by S. Gabel, Honeywell

Comments Submitted by the ISO/RTO Council

Late Comments Submitted by E. Skiba, Midwest ISO

Late Comments Submitted by the NAESB Smart Grid Standards Task Force


Request for Comments Due November 15, 2010

Comments Submitted by the B. Bartell, Xtensible Solutions (Phase 2 - PAP03, PAP04,PAP09)

Comments Submitted by P. Precht, BGE (Phase 2 - PAP03)

REQ Comments Submitted by S. Dinges, Trane-IngersollRand (Phase 2 - PAP03)

REQ and WEQ Comments Submitted by S. Dinges, Trane-IngersollRand(Terms)

WEQ Comments Submitted by L. Tillman on behalf of Southern Companies (Phase 2 - PAP03)

Comments Submitted by W. Cox, Cox Software Architects LLC (REQ and WEQ Phase 2 - PAP03, PAP04, PAP 09 and Data Requirements)

Late Comments on PAP 03 Submitted by D. Pratt, J. Phillips and B. Bartell

Late Comments on PAP 03 Submitted by L. Tillman on behalf of Southern Companies
     
WEQ 2010 Annual Plan Item 6b/Retail 2010 Annual Plan Item 9b WEQ/REQ Requirements Specifications for Common Scheduling Mechanism for Energy Transactions - for NIST PAP04 NAESB Smart Grid Task Force (SGTF)   Recommendation


Recommendation - Phase 2
Request for Comments Due April 9, 2010

Comments Submitted by the NAESB Standards Review Subcommittee

Comments Submitted by B. Rehman, BPA

Comments Submitted by K. York, TVA

Cover Letter Submitted by S. Gabel, Honeywell

Comments Submitted by S. Gabel, Honeywell

Comments Submitted by the ISO/RTO Council

Late Comments Submitted by E. Skiba, Midwest ISO

Late Comments Submitted by the NAESB Smart Grid Standards Task Force


Request for Comments Due November 15, 2010

Comments Submitted by the B. Bartell, Xtensible Solutions (Phase 2 - PAP03, PAP04,PAP09)

Comments Submitted by P. Precht, BGE(Phase 2 - PAP04)

REQ Comments Submitted by S. Dinges, Trane-IngersollRand (Phase 2 - PAP04)

REQ and WEQ Comments Submitted by S. Dinges, Trane-IngersollRand(Terms)

WEQ Comments Submitted by L. Tillman on behalf of Southern Companies (Phase 2 - PAP04)

Comments Submitted by W. Cox, Cox Software Architects LLC (REQ and WEQ Phase 2 - PAP03, PAP04, PAP 09 and Data Requirements)

Late Comments on PAP 04 Submitted by D. Pratt, J. Phillips and B. Bartell

Late Comments on PAP 04 Submitted by L. Tillman on behalf of Southern Companies
     
Retail 2010 Annual Plan Item 9c REQ Requirements Specifications for Retail Standard DR Signals - for NIST PAP09 NAESB Smart Grid Task Force (SGTF)   Recommendation


Recommendation - Phase 2
Request for Comments Due April 9, 2010

Comments Submitted by J. Kueck, Oak Ridge National Laboratory

Cover Letter Submitted by S. Gabel, Honeywell

Comments Submitted by S. Gabel, Honeywell

Comments Submitted by the ISO/RTO Council

Late Comments Submitted by the NAESB Smart Grid Standards Task Force


Request for Comments Due November 15, 2010

Comments Submitted by the B. Bartell, Xtensible Solutions (Phase 2 - PAP03, PAP04,PAP09)

Comments Submitted by G. Ghatikar, DRRC - Lawrence Berkely National Laboratory(Phase 2 - PAP09)

Comments Submitted by P. Precht, BGE(Phase 2 - PAP09)

REQ Comments Submitted by S. Dinges, Trane-IngersollRand (Phase 2 - PAP09)

REQ and WEQ Comments Submitted by S. Dinges, Trane-IngersollRand(Terms)

WEQ Comments Submitted by L. Tillman on behalf of Southern Companies (Phase 2 - PAP09)

Comments Submitted by W. Cox, Cox Software Architects LLC (REQ and WEQ Phase 2 - PAP03, PAP04, PAP 09 and Data Requirements)

Late Comments on PAP 09 Submitted by D. Pratt, J. Phillips and B. Bartell

Late Comments on PAP 09 Submitted by L. Tillman on behalf of Southern Companies
     
2009 Retail Annual Plan Item 6e REQ 2009 Retail Annual Plan Item 6e: M&V Demand Response Programs DSM/EE Subcommittee   Recommendation

Request for Comments due August 28, 2009

Comments Submitted by P. Precht, Baltimore Gas & Electric

Suggested Edits Submitted by D. Kirn, Dominion

Reasons for Suggested Edits Comments Submitted by D. Kirn, Dominion

Comments Submitted by M. Pieniazek, Energy Curtailment Specialists, Inc

Comments Submitted by the ISO/RTO Council

Comments Submitted by M. Martinez, Southern California Edison

Late Additional Comments Submitted by D. Kirn, Dominion

Late Comments Submitted by M. Williams, Association of Home Appliance Manufacturers

Late Comments (file 1) Submitted by K. Cooney, Summit Blue

Late Comments (file 2) Submitted by K. Cooney, Summit Blue
     
2009 Retail Annual Plan Item No. 4a - Part 2 REQ/RGQ 2009 Retail Annual Plan Item no. 4a - Part 2: Develop Model Business Practices and procedures for responding to Customer inquiries directed to Distributors and/or Suppliers and for notification of the other party. REQ/RGQ BPS   Recommendation

Attachment 1 - Model 12.4.1

Attachment 2 - Model 12.4.2

Attachment 3 - Model 12.4.3
Request for Comments due May 25, 2009

No Comments Received
     
2009 Retail Annual Plan Item No. 4a - Part 1 REQ/RGQ 2009 Retail Annual Plan Item no. 4a - Part 1: Develop Model Business Practices and procedures for responding to Customer inquiries directed to Distributors and/or Suppliers and for notification of the other party. REQ/RGQ BPS   Recommendation Request for Comments due May 18, 2009

No Comments Received
     
2009 Retail Annual Plan Item 1 / R05016 REQ/RGQ 2009 Retail Annual Plan Item 1 / R05016 - Develop Technical Electronic Implementation Standards and Data Dictionaries (Book 9: Customer Billing and Payment Notification via Uniform Electronic Transactions) Retail Texas Task Force   Recommendation

Recommendation - Part A with Revised Attachments

Revised Attachment
1 - Data Dictionaries


Revised Attachment
2 - X12 Technical Implementation Guidelines
Request for Comments due April 1, 2009

Comments Submitted by J. Ray, Southern Company

Comments Submitted by K. Wall, PPLSolutions

Request for Comments due December 18, 2009
     
2008 Retail Annual Plan Item 3(iv) and (v), Part 1 REQ/RGQ 2008 Retail Annual Plan Item 3(iv) and (v), Part 1 - ESI ID Set-up, ESI ID Information Change, and Ad Hoc Historical Usage Using a Registration Agent (Model Business Practices) and Attachment. Retail Texas Task Force   Recommendation

Attachment to Recommendation

Recommendation as revised/approved by the Retail ECs on February 4, 2009

Recommendation as revised/approved by the Retail ECs on February 4, 2009

Attachment to Recommendation
Request for Comments due January 22, 2009

No Comments Received
     
2008 Retail Annual Plan Item 3(iv) and (v), Part 2 REQ/RGQ 2008 Retail Annual Plan Item 3(iv) and (v), Part 2 - ESI ID Set-up, ESI ID Information Change, and Ad Hoc Historical Usage Using a Registration Agent (Technical X12 Implementation Guidelines and Data Dictionaries). Retail Texas Task Force   Recommendation Request for Comments due January 22, 2009

No Comments Received
     
2008 Retail Annual Plan Item 2a, Part 2 REQ/RGQ 2008 Retail Annual Plan Item 2a, Part 2 - Customer Enrollment, Drop and Account Information Change including Using a Registration Agent (Data Dictionaries) Retail Texas Task Force   Recommendation Request for Comments due January 22, 2009

No Comments Received
     
R08015 WGQ, REQ and RGQ Streamline current TPA by removing the Exhibits from the agreement and relegate such information as contained in the Exhibits to operational worksheet(s). Kinder Morgan Inc. Assigned to WGQ Contracts Subcommittee and the WGQ Electronic Delivery Mechanisms Subcommittee jointly, along with the Retail BPS should there be any changes needed to the retail documents on 9/8/08 Recommendation

Exhibit A - Trading Partner Agreement (Clean)

Exhibit A - Trading Partner Agreement (Redline)

Exhibit B - Trading Partner Worksheet

Exhibit C - Frequently Asked Questions (2009 TPA & TPW)

Exhibit D - Internet ET (Clean)

Exhibit D - Internet ET (Redline)

Exhibit E - WGQ QEDM (Clean)

Exhibit E - WGQ QEDM (Redline)

Exhibit F - Retail QEDM (Clean)

Exhibit F - Retail QEDM (Redline)
Request for Comments Due April 13, 2009

WGQ/REQ/RGQ Supplemental Notice to Request for Formal Comments Due April 13, 2009

Comments on TPA Submitted by S. Meyers, ANR Pipeline Company

Additional Comments on TPA Submitted by S. Meyers, ANR Pipeline Company

Comments on TPW Submitted by S. Meyers, ANR Pipeline Company

Comments on TPW Submitted by D. Forth, TransCanada U.S. Pipelines Central

Comments Submitted by I. King, Dominion Transmission, Inc.
     
2008 Retail Annual Plan Item 2a, Part 1 REQ/RGQ 2008 Retail Annual Plan Item 2a, Part 1 - Customer Enrollment, Drop and Account Information Change including Using a Registration Agent (Technical X12 Implementation Guidelines) Retail Texas Task Force   Recommendation Request for Comments due August 22, 2008

No Comments Received
     
2008 Retail Annual Plan Item 3(i),(ii),and (iii) REQ/RGQ 2008 Retail Annual Plan Item 3(i),(ii),and (iii) - Customer Enrollment, Drop and Account Information Change Using a Registration Agent     Recommendation

Attachment 1 to Recommendation

Recommendation Revised by the Retail EC - 5/14/2008

Attachment 1 to Revised Recommendation
Request for Comments due May 5, 2008

Comments Subitted by D. Jones, Duke Energy
     
2007 WGQ Annual Plan Item 3 and Retail 2007 Annual Plan Item 9 - 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) WGQ and REQ/RGQ 2007 WGQ Annual Plan Item 3 and Retail 2007 Annual Plan Item 9 - 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)     Recommendation

Recommendation Revised by the WGQ EC - 05/15/08
Request for Comments due January 14, 2008

No Comments Received
     
2007 WGQ Annual Plan Item 4 and Retail 2007 Annual Plan Item 6 - Prepare a joint analysis for AS2 and AS3 protocols as compared to the NAESB IET WGQ and REQ/RGQ 2007 WGQ Annual Plan Item 4 and Retail 2007 Annual Plan Item 6 - Prepare a joint analysis for AS2 and AS3 protocols as compared to the NAESB IET     Recommendation Request for Comments due November 6, 2007

No Comments Received
     
2007 Retail Annual Plan Item 5 - Customer Information (Information Requirements and Technical Electronic Implementation Model Business Practices REQ/RGQ 2007 Retail Annual Plan Item 5 - Customer Information (Information Requirements and Technical Electronic Implementation Model Business Practices) Joint REQ/RGQ BPS   Recommendation Request for Comments due October 8, 2007

No Comments Received
     
2007 Retail Annual Plan Item 5 REQ/RGQ 2007 Retail Annual Plan Item 5 - Customer Information Joint REQ/RGQ BPS   Recommendation Request for Comments due October 1, 2007

No Comments Received
     
2007 Retail Annual Plan Item 3a(iii) REQ/RGQ 2007 Retail Annual Plan Item 3a(iii) - Account Information Change Joint REQ/RGQ BPS   Recommendation Request for Comments due October 1, 2007

No Comments Received
     
2007 Retail Annual Plan Item 3a(ii) REQ/RGQ 2007 Retail Annual Plan Item 3a(ii) - Customer Drop Joint REQ/RGQ BPS   Recommendation

Recommendation Revised by the Retail EC on 5/9/07
Request for Comments due April 27, 2007

No Comments Received
     
2007 Retail Annual Plan Item 1a REQ/RGQ 2007 Retail Annual Plan Item 1a - Billing and Payment     Recommendation - 1

Attachment to Recommendation - 1

Recommendation - 2



Recommendation Revised by the Retail EC on 5/9/07

Attachment to Recommendation Revised by the Retail EC on 5/9/07
Request for Comments due February 5, 2007

Comments Submitted by G. Behr, Energy Services Group

Comments Submitted by P. Precht, Baltimore Gas and Electric Company

Comments Submitted by D. Jones, Duke Energy

Request for Comments
on
Recommendation - 2
Due April 30, 2007
     
2006 Retail Annual Plan Item 2 REQ/RGQ 2006 Retail Annual Plan Item 2 - Customer Information     Recommendation

Attachment to Recommendation
Request for Comments due February 5, 2007

Comments Submitted by P. Precht, Baltimore Gas and Electric Company

Comments Submitted by D. Jones, Duke Energy
     
2006 Retail Annual Plan Item 4(i) REQ/RGQ 2006 Retail Annual Plan Item 4(i) Joint REQ/RGQ BPS   Revised Recommendation Revised Request for Comments due November 13, 2006

Comments Submitted by P. Precht, Baltimore Gas and Electric Co.
     
R06024 Cover Letter

R06024
REQ Standardize Method for Quantifying Benefits, Savings, Cost Avoidance and/or the Reduction in Energy Demand Derived From the Implementation of Demand Side Management and Energy Efficiency Programs Advance Energy Assigned to Retail DSM Task Force on 10/23/06          
2006 Retail Annual Plan Item 1A REQ/RGQ 2006 Retail Annual Plan Item 1A     Recommendation

Attachment to Recommendation


Revised Recommendation - 4/28/06

Revised Attachment to Recommendation - 4/28/06
Request for Comments due May 9, 2006


Request for Comments due June 2, 2006

Comments Submitted by P. Eynon, Ameren

Comments Submitted by P, Precht, Baltimore Gas and Electric Company
     
R06004 WGQ, RGQ and REQ Minor revisions to EDI Trading Partner Agreement Standard 6.3.3 Columbia Gas Transmission Corp. Assigned to Retail Contracts Subcommittee and WGQ Contracts Subcommittee on 1/23/06          
2005 Retail Annual Plan Item 3 REQ/RGQ Customer Information     Recommendation

Recommendation Revised by the Retail EC on 5/9/07
Request for Comments due March 7, 2007

Comments Submitted by A.Marino, Pennsylvania PUC

     
R05016

Attachment 1 to R05016
REQ/RGQ Standards or model business practices for electronic retail billing transactions and bill payment transactions between customers, suppliers, and utilities Wal-Mart Stores, Inc. Assigned to Retail BPS on 7/8/05 Recommendation

Recommendation (R05016A)

Recommendation (2009 Retail AP Item 1 / R05016: x12 Guidelines and Data Dictionaries)

Recommendation (2009 Retail AP Item 1 / R05016: x12 Guidelines and Data Dictionaries) with Revised Attachments - Part A

Revised Attachment
1 - Data Dictionaries


Revised Attachment
2 - X12 Technical Implementation Guidelines
Request for Comments due March 7, 2007

Request for Comments (R05016A) due May 5, 2008


Request for Comments (2009 Retail AP Item 1 / R05016: x12 Guidelines and Data Dictionaries) due April 1, 2009

Comments Submitted by J. Ray, Southern Company

Comments Submitted by K. Wall, PPLSolutions

Request for Comments (2009 Retail AP Item 1 / R05016: x12 Guidelines and Data Dictionaries with Revised Attachments) due December 18, 2009
     
R05013

Attachment 1 to R05013
REQ/RGQ Develop a model electric retail contract. EnergyWindow, Inc. Assigned to Retail Contracts Subcommittee on 7/8/05 Recommendation

Attachment 1 - Retail Base Contract

Attachment 2 - User Guide for Retail Base Contract

Recommendation R05013 - Retail EC 11/15/06

Attachment - R05013
Attachment 1 /
Appendix A as revised by the Retail Executive Committees on 11/15/06


Attachment - R05013
Attachment 2 /
Appendix B - Retail EC 11/15/06
Request for Comments due November 1, 2006

Comments Submitted by M. McCain, Duke Energy Gas Transmission

Comments Submitted by P. Precht, Baltimore Gas and Electric Co.

Comments Submitted by K. Fudali, Sprague Energy Corp.

Late Comments Submitted by C. Seymour, SUEZ

Late Comments Submitted by J. Mason, Energy Window

Late Supplemental Comments Submitted by K. Fudali, Sprague Energy Corp.
     
R05008 REQ/RGQ Enhancements and/or additions to the RXQ Billing and Payments MBPs. Dominion Virginia Power Assigned to Retail BPS on 4/20/05          
2005 REQ/RGQ Annual Plan Item 6 REQ/RGQ 2005 REQ/RGQ Annual Plan Item 6     Recommendation

Retail General Standards

Revised Retail QEDM

Revised Retail QEDM - Revised by Retail EC 08/24/05
Request for Comments due April 22, 2005

Comments Submitted by M. Edwards, Dominion Virginia Power

Comments Submitted by B. Alexander, Maine Office of Public Advocate
     
R04034

Attachment 1 to R04034

Attachment 2 to R04034
REQ, RGQ Amend REQ/RGQ billing and payment MBPs in light of creditworthiness MBPs, revise the overview section and delete section 2.6. Cinergy Corp. Assigned to Retail Customer Processes Subcommittee on 11/8/04          
R04030

Attachment to R04030
WGQ, REQ, RGQ Develop new WGQ data element for transaction tracking or duplicate detection. TDTWG - ERCOT Working Group Assigned to Retail TEIS and WGQ EDM on 11/8/04 Recommendation Request for Comments due
May 27, 2005


No Comments Received
     
2004 RGQ Annual Plan Item 4 RGQ 2004 RGQ Annual Plan Item 4-Distribution Company-Supplier Disputes NAESB RGQ Supplier-Utility Interface Subcommittee   Recommendation - Dispute Resolution

Recommendation Cover Letter

Request for Comments due
October 29, 2004


No Comments Received
     
2004 REQ Annual Plan Item 4 REQ 2004 REQ Annual Plan Item 4-Distribution Company-Supplier Disputes NAESB REQ Supplier-Utility Interface Subcommittee   Recommendation - Dispute Resolution

Recommendation Cover Letter

Request for Comments due
October 25, 2004


No Comments Received
     
2004 RGQ Annual Plan Item 2 RGQ 2004 RGQ Annual Plan Item 2 NAESB RGQ Supplier-Utility Interface Subcommittee   Recommendation - Market Participant Interactions - Adopted by the RGQ EC on 8/25/04

Recommendation 2 - Market Participant Interactions

Recommendation - Non-Disclosure Agreement - Adopted by the RGQ EC on 8/25/04

Recommendation Cover Letter

Recommendation 2 Cover Letter
Request for Comments due
September 20, 2004


Comments Submitted
by E. Anderson, R. J. Rudden Associates, Inc.


Comments Submitted
by M. McCain, Duke Energy Gas Transmission
     
2004 REQ Annual Plan Item 2 REQ 2004 REQ Annual Plan Item 2 NAESB REQ Supplier-Utility Interface Subcommittee   Recommendation - Market Participant Interactions - Adopted by the REQ EC on 8/25/04

Recommendation 2 - Market Participant Interactions

Recommendation - Non-Disclosure Agreement - Adopted by the REQ EC on 8/25/04

Recommendation Cover Letter

Recommendation 2 Cover Letter
Request for Comments due
September 20, 2004


Comments Submitted
by David Booty, Direct Energy Business Services


Comments Submitted
by M. McCain, Duke Energy Gas Transmission
     
R04017 WGQ, REQ, RGQ Modify WGQ Standard 6.3.3, Trading Partner Agreement, to allow its application in both retail and wholesale markets. National Fuel Gas Distribution Assigned to Retail SUIS and WGQ Contracts Subcommittee on 7/1/04 Recommendation

Recommendation Cover Letter

Recommendation Modified 3/4/05 by the REQ/RGQ/WGQ EC
Request for Comments due
February 11, 2005


Comments Submitted
by J. Minneman, PPLSolutions


Comments Submitted
by K. Farley, ERCOT


Comments Submitted
by M. Edwards, Dominion Virginia Power


Comments Submitted
by M. Novak, National Fuel Gas Distribution
     
WGQ Annual Plan Item 7, RGQ Annual Plan Item 12, REQ Annual Plan Item 14 WGQ, RGQ, REQ WGQ Annual Plan Item 7, RGQ Annual Plan Item 12, REQ Annual Plan Item 14 REQ & RGQ TEIS and WGQ EDM   Recommendation

Revised Recommendation as approved by the Retail ECs on 5/5/04

Revised Recommendation as approved by the Retail and WGQ ECs on 5/6/04
Request for Comments due
April 28, 2004


Comments Submitted by Dominion
     
2003 RGQ Annual Plan Item 6 RGQ 2003 RGQ Annual Plan Item 6 NAESB RGQ Customer Processes Subcommittee   Recommendation

Recommendation 2

Recommendation 2 (Revised by the RGQ EC 5/5/04)
Request for Comments due November 21, 2003

Comments Submitted by Dominion Retail

Comments Submitted by Old Dominion Electric Cooperative

Comments Submitted by Xcel Energy

Comments Submitted by Exelon Energy Delivery


Request for Comments on Recommendation 2 due April 23, 2004

Comments submitted by BGE
     
2003 REQ Annual Plan Item 1 REQ 2003 REQ Annual Plan Item 1 NAESB REQ Customer Processes Subcommittee   Recommendation

Recommendation 2

Recommendation 2 (Revised by the REQ EC 5/5/04)
Request for Comments due November 21, 2003

Comments Submitted by Dominion Retail

Comments Submitted by Old Dominion Electric Cooperative

Comments Submitted by Xcel Energy

Comments Submitted by AEP

Comments Submitted by Exelon Energy Delivery


Request for Comments on Recommendation 2 due April 23, 2004

Comments submitted by BGE
     
R03031

R03031 - Revised November 20, 2003
REQ, RGQ, WEQ, WGQ Investigate and review possible modifications to the WGQ Intraday Nominations, Confirmation Scheduling, and Gas Day standards, including possible standards for coordination of wholesale electric and wholesale gas scheduling. Tennessee Valley Authority Assigned to Gas Electric Coordination Task Force on 10/29/03 Interim Report

Final Report
       
R03023 WGQ and RGQ Adopt XML File Format as a new industry standard for exchange of natural gas custody transfer measurement data. PGAS Systems Assigned to WGQ BPS and RGQ SUIS on 10/1/03          
2002-2003 REQ Annual Plan Item 2 REQ 2002-2003 REQ Annual Plan Item 2 NAESB 2002-2003 REQ Annual Plan   Recommendation

Recommendation 2

Recommendation 2 (Revised by the REQ EC 5/5/04)

Recommendation 3

Recommendation 3 Cover Letter

Recommendation 3 (Revised by the REQ EC 5/5/04)
Request for Comments due September 26, 2003


Request for Comments on Recommendation 2 due April 23, 2004

Comments submitted by BGE

Request for Comments on Recommendation 3 due May 3, 2004
     
2003 RGQ Annual Plan Item 3 RGQ 2003 RGQ Annual Plan Item 3 NAESB 2003 RGQ Annual Plan   Recommendation

Recommendation 2

Recommendation 2 (Revised by the RGQ EC 5/5/04)

Recommendation 3

Recommendation 3 Cover Letter

Recommendation 3 (Revised by the RGQ EC 5/5/04)
Request for Comments due September 26, 2003


Request for Comments on Recommendation 2 due April 23, 2004

Comments submitted by BGE

Request for Comments on Recommendation 3 due May 3, 2004
     

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