SG-ENTERPRISE 2.0 Project Charter
Project Name:
SG-ENTERPRISE 2.0
Prepared By
Document Owner(s)
Project/Organization Role
Gerald R. Gray, PhD (EPRI)
Chair
Mark Ortiz (Xtensible)
Co-Chair
Project Charter Version Control
Version
0.1
Date
Author
Change Description
Gerald Gray
Document created
[Replace this text
with the name of
the Change
Owner.]
[Replace this text with a list of changes for
this Owner on this Date and Version.]
 [Change 1]
 [Change 2]
 [Change n]
Confidential
Document1
Last printed on 3/18/2016 9:10:00 AM
SG-ENTERPRISE 2.0 Project Charter
TABLE OF CONTENTS
1
PROJECT CHARTER PURPOSE ........................................................................................... 3
2
PROJECT EXECUTIVE SUMMARY ....................................................................................... 3
3
PROJECT OVERVIEW ............................................................................................................ 4
4
PROJECT SCOPE................................................................................................................... 4
5
4.1
Goals and Objectives .................................................................................................. 4
4.2
Project Deliverables .................................................................................................... 4
4.3
Deliverables Out of Scope .......................................................................................... 5
PROJECT CONDITIONS ........................................................................................................ 5
5.1
Project Assumptions ................................................................................................... 5
5.2
Project Issues.............................................................................................................. 5
5.3
Project Risks ............................................................................................................... 6
5.4
Project Constraints ...................................................................................................... 6
6
PROJECT STRUCTURE APPROACH ................................................................................... 6
7
PROJECT REFERENCES ...................................................................................................... 6
8
APPROVALS ........................................................................................................................... 7
Confidential
Page 2
3/18/2016
SG-ENTERPRISE 2.0 Project Charter
1
PROJECT CHARTER PURPOSE
The project charter defines the scope, objectives, and overall approach for the work to be
completed. It is a critical element for initiating, planning, executing, controlling, and
assessing the project. It should be the single point of reference on the project for project
goals and objectives, scope, organization, estimates, work plan, and budget. In addition, it
serves as a contract between the Project Team and the Project Sponsors, stating what will
be delivered according to the budget, time constraints, risks, resources, and standards
agreed upon for the project.
The scope of SG-ENTERPRISE is the systems and/or applications within and around the utility
enterprise and the inter-systems related business functions and stops at the boundaries of
applications and the edge of utility enterprise. The focus is on how these systems are to be
integrated and composed to support AMI related business processes and functions.
SG-ENTERPRISE 2.0 charter will leverage available and applicable industry best practices and
standards for this work, and to tie the required pieces together to support the implementation
of AMI related processes, applications, and infrastructure technologies. SG-Enterprise 2.0 will
provide specific requirements and supporting artifacts that support the implementation of AMI
profile (i.e. strongly typed profiles).
2
PROJECT EXECUTIVE SUMMARY
The SG-ENTERPRISE 2.0 project will encompass:

The creation of new deliverables; use-case, activity, integration requirements, and
sequence diagrams

Objectives
o
Refactor existing 1.0 deliverables to correct known errors
o
Incorporate feedback from IEC WG14
o
Review use cases that became part of OpenADR and OpenADE for inclusion in
scope
o
Align use case development and actors with appropriate reference organizations,
e.g., IEC WG14, MultiSpeak
o
Develop new uses cases and standards-based message profiles as needed

Assumptions: All contributions will be free of any intellectual property encumbrances
(all meetings will cover the IP policy of the UCAIUG in the introduction)

Risks
o
a contribution to this effort may have IP associated with it
o
This effort may overlap other industry efforts

Labor will be voluntary, with deliverables to use the repository resources of the
UCAIUG

Timeline – flexible, to be determined by the completion of those items deemed to be in
scope for the SG-ENTERPRISE 2.0 effort

The approach will use the UCAIUG model of utilizing volunteer efforts of UCA members
and subject to the operating policies
Confidential
Page 3
3/18/2016
SG-ENTERPRISE 2.0 Project Charter
3
PROJECT OVERVIEW
The initial SG-ENTERPRISE work was begun in 2008 and completed in 2009. At the time
of its ratification there were some known errors in the deliverables. The stated intention by
the Task Force was that these deficiencies were going to be addressed by a future
release. However, there has been approximately three year gap between the stated intent
and any action being taken. In the interim the industry has advanced, with concepts such
as Demand Response and Automated Data Exchange being advanced from business and
user requirements to recognized standards. Additionally, while the deliverables from SGENTERPRISE were contributed to IEC TC57 WG14 and impacted the development of
upcoming IEC 61968 parts as well as the IEC 61968-9 2nd Edition, feedback from the
working group has yet to be incorporated into the current deliverables.
This project will seek to rectify any current known errors in the 1.0 deliverables, refactor 1.0
deliverables, and also reexamine the use cases from the 1,0 work for completeness and
validity.
4
PROJECT SCOPE
4.1
Goals and Objectives
Goals
Objectives
The project will provide
improved use case and
integration guidance for
utilities and vendors that
serve this domain.
[Replace this text with Objectives for each Goal. For
example:
1. Correct known errors in SG-ENTERPRISE 1.0
deliverables.
2. Refactor deliverables to reflect feedback received from
IEC WG14
3. Review Demand Response and Automated Data
Exchange use cases for inclusion in scope (these
efforts have been incorporated into other standards)
4. Identify new use cases, activity diagrams, integration
requirements, and message profiles
5. Align use cases and actors with existing industry
references, e.g. IEC WG14 (IEC 61968-1), MultiSpeak
4.2
Project Deliverables
Milestone
Deliverable
1. Create Enterprise
Architect repository

http://svn.ucaiug.org/svn/amientrepos
2. AMI-ENT 1.0 issue

Address known issues logged in the UCAIUG Help
Confidential
Page 4
3/18/2016
SG-ENTERPRISE 2.0 Project Charter
review
4.3

Desk; resolutions noted in the Help Desk
Repository updated to reflect resolutions
3. Updated actors, activity
diagrams, message
profiles based on
WG14 feedback

Updated repository
4. Identification and
development of new
use cases

Updated repository, e.g. DER, Load Management,
Asset Monitoring
5. Business
Requirements
document

Final deliverable reflecting the outputs of the SGENTERPRISE repository
6. Service Definitions

Example WSDLs and XSDs for integration
requirements identified in the use cases
Deliverables Out of Scope
The following items are considered out of scope for this effort:


Organizational impact analysis – this would be dependent on a given
implementation
Service definition creation – while the effort may define new message profiles, the
creation of a service definitions template is already adequately covered by IEC
61968-100 CD. This effort will use the existing template for any new WSDLs
5
PROJECT CONDITIONS
5.1
Project Assumptions
5.2

Any contributions will be free of any intellectual property encumbrances

All labor is voluntary; there is no budget for paid contributions

The project will utilize the UCAIUG Enterprise Architecture repository
Project Issues
Priority Criteria
1 − High-priority/critical-path issue; requires immediate follow-up and resolution.
2 − Medium-priority issue; requires follow-up before completion of next project milestone.
3 − Low-priority issue; to be resolved prior to project completion.
4 − Closed issue.
#
Date
1
[mm/dd/yy]
Confidential
Priority
Owner
Description
Status & Resolution
[Issue 1
description]
[Replace this text with
Status and Proposed or
Page 5
3/18/2016
SG-ENTERPRISE 2.0 Project Charter
#
Date
Priority
Owner
Description
Status & Resolution
Actual Resolution.]
2
5.3
5.4
[Issue 2
description]
[Replace this text with
Status and Proposed or
Actual Resolution.]
Project Risks
#
Risk Area
Likelihood
Risk Owner
Project Impact-Mitigation Plan
1
Contribution
IP
Low
Gerald Gray /
Mark Ortiz
All meetings will include the
UCAIUG IP policy in the
introduction. Any notification of an
IP issue will be forwarded to the
UCAIUG legal counsel
2
Overlapping
industry
effort
Medium
Gerald Gray /
Mark Ortiz
Task force leadership participates
in the SGiP Architecture
Committee, WG14, and MultiSpeak
Technical committees. Every effort
will be made to align with other
industry initiatives.
Project Constraints

6
[mm/dd/yy]
As a volunteer effort the development of deliverables will be constrained by the
bandwidth and contributions of the volunteers making up this task force
Project Structure Approach
This task force will be led by the Chair / Co-Chair utilizing weekly conference calls and triannual OpenSG meetings to solicit the contributions from UCAIUG membership
7
PROJECT REFERENCES
Reference
Description
IEC 61968-1
Application integration at electric utilities, ed1.0
http://webstore.iec.ch/webstore/webstore.nsf/Artnum_PK/31109
IEC 61968-100 CD
Implementation profiles for IEC 61968 [Committee Draft]
Confidential
Page 6
3/18/2016
SG-ENTERPRISE 2.0 Project Charter
8
APPROVALS
Prepared by
__________________________________
Project Manager
Approved by
__________________________________
UCAIUG Technical Committee
Confidential
Page 7
3/18/2016