NORTH AMERICAN ENERGY STANDARDS BOARD 2017 ANNUAL PLAN for the RETAIL MARKETS QUADRANT Adopted by the Board of Directors on September 7, 2017 Item Number & Description Completion Assignment 1. 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. a. Book 15 – Specifications for Common Electricity Product and Pricing Definition Status: Not Started 2017 BPS/ESPI b. Book 16 – Specifications for Common Schedule Communication Mechanism for Energy Transactions Status: Not Started 2017 BPS/ESPI c. Book 17 – Specifications for Retail Standard Demand Response Signals Status: Not Started 2017 BPS/ESPI d. Book 18 – Retail Customer Energy Usage Information Communication Status: Not Started 2017 BPS/ESPI e. Book 21 – Energy Services Provider Interface Status: Not Started 2017 BPS/ESPI f. Book 22 – Third Party Access to Retail Customer Information Status: Not Started 2017 BPS/Data Privacy Task Force g. Book 23 – Supplier Marketing Practices Status: Not Started 3rd Q, 2017 BPS h. Book 24 – Enrollment, Drop, Account Information Change in Demand Response Programs Status: Underway 2017 BPS/DSM-EE i. Book 27 – Enrollment, Drop and Account Information Change for Demand Response Programs in a Registration Agent Model Status: Complete 1st Q, 2017 BPS/DSM-EE 2. Update Existing Data Dictionaries and Technical Implementation – Review and update all existing Data Dictionaries and technical implementation, filling in any gaps that may as a result of the updates developed to support annual plan item. a. Book 9 – Customer Billing and Payment Notification via Uniform Electronic Transactions Status: Not Started 2017 IR/TEIS b. Book 12 – Inquiries Status: Not Started 2017 IR/TEIS c. Book 13 – Measurement and Verification (M&V) of Demand Response Programs Status: Not Started 2017 IR/TEIS d. Book 14 – Service Request, Disconnection and Reconnection in the Registration Agent Model Status: Underway 2nd Q, 2017 IR/TEIS
e. Book 15 – Specifications for Common Electricity Product and Pricing Definition Status: Not Started 2017 IR/TEIS f. Book 16 – Specifications for Common Schedule Communication Mechanism for Energy Transactions Status: Not Started 2017 IR/TEIS g. Book 17 – Specifications for Retail Standard Demand Response Signals Status: Not Started 2017 IR/TEIS h. Book 18 – Retail Customer Energy Usage Information Communication Status: Not Started 2017 IR/TEIS i. Book 21 – Energy Services Provider Interface Status: Not Started 2017 IR/TEIS j. Book 22 – Third Party Access to Retail Customer Information Status: Not Started 2017 IR/TEIS k. Book 23 – Supplier Marketing Practices Status: Not Started 2017 IR/TEIS l. Book 24 – Enrollment, Drop, Account Information Change in Demand Response Programs Status: Not Started 2017 IR/TEIS m. Book 27 - Enrollment, Drop, Account Information Change for Demand Response Programs in a Registration Agent Model Status: Not Started 2017 IR/TEIS 3. Example X12 Uniform Electronic Transactions – Add a section to Part 6 (Technical Implementation) of each of the following books, showing examples of the X12 Uniform Electronic Transactions covered in the book along with an explanation and/or description of each technical segment in the Uniform Electronic Transaction. a. Book 10 – Customer Enrollment, Drop, and Account Information Change Status: Not Started 3rd Q, 2017 IR/TEIS b. Book 11 – Customer Enrollment, Drop, and Account Information Change Using a Registration Agent Status: Not Started 4th Q, 2017 IR/TEIS c. Book 8 – Customer Information Status: Not Started 2018 IR/TEIS d. Book 3 – Billing and Payment Status: Not Started 2018 IR/TEIS e. Book 9 – Customer Billing and Payment Notification via Uniform Electronic Transaction Status: Not Started 2018 IR/TEIS f. Book 14 – Service Request, Disconnection and Reconnection in the Registration Agent Model 2nd Q, 2017 IR/TEIS