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1) Update agenda for the March 11th, 2026 OpenADE Task Force meeting to include CMD Certification Platform SFTP update impact
2) Post meeting minutes of the March 11th, 2026 OpenADE Task Force meeting
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‎meetings/2026-03-11_agenda.md‎

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are shown was approved by a simple majority of the NAESB RMQ Executive Committee on March 4th.
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* Minor correction MC26001 to correct ESPI Version 4.0 standard's Figure 2.0 to indicate the TimeConfiguration
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resource also inherits from IdentifiedObject
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* The requests (R25009 & R26001) are currently undergoing a 14-day [review and comment](https://www.naesb.
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org/retail_minor_corrections.asp) period until March 18th, 2026.
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* The requests (R25009 & R26001) are currently undergoing a 14-day [review and comment]
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* (https://www.naesb.org/retail_minor_corrections.asp) period until March 18th, 2026.
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## Additional NAESB ESPI Standard Changes
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* The next meeting of the NAESB RMQ Executive Committee will be held on October 22nd, 2026.
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* Remove POST, PUT, and DELETE operations for Resource Servers from the ESPI standard.
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* Affects Section REQ.21.6.2.1 ESPI REST API Interface
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## Impact on CMD Certification
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* Changes to the CMD Certification Platform due to SFTP Protocol removal
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* All SFTP Function Blocks will be removed from the CMD Certification Platform
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* [FB_34] SFTP for Bulk (Energy Usage)
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* [FB_66] SFTP for Bulk (Retail Customer)
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## Open Discussion
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## Attendees

‎meetings/2026-03-11_meeting_minutes.md‎

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# OpenADE Task Force Meeting 2026-03-11
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## Agenda
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* Welcome
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* Introduction of attendees
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* Review and approve minutes
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## NAESB ESPI Standard Changes for ESPI Version 4.1
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* SFTP has been removed as a transport option from the ESPI standard
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* The NAESB RMQ Executive Committee met March 4th and approved removal of the SFTP as a transport protocol from
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the NAESB ESPI standard.
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* NAESB Minor Corrections
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* Minor correction MC25009 to correct the ESPI Version 4.0 standard's inconsistency with how DEPRECATED elements
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are shown was approved by a simple majority of the NAESB RMQ Executive Committee on March 4th.
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* Minor correction MC26001 to correct ESPI Version 4.0 standard's Figure 2.0 to indicate the TimeConfiguration
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resource also inherits from IdentifiedObject
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* The requests (R25009 & R26001) are currently undergoing a 14-day [review and comment]
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* (https://www.naesb.org/retail_minor_corrections.asp) period until March 18th, 2026.
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## Additional NAESB ESPI Standard Changes
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* The next meeting of the NAESB RMQ Executive Committee will be held on October 22nd, 2026.
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* The following will be submitted to NAESB over the summer.
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* Simplify the ESPI Customer schema to reflect the same organization for Customer and IdentifiedObject as exist in
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the espi.xsd schema.
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* Refactor the ESPI standard to reflect elements that are actively supported by utilities.
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* Remove POST, PUT, and DELETE operations for Resource Servers from the ESPI standard.
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* Affects Section REQ.21.6.2.1 ESPI REST API Interface
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## Impact on CMD Certification
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* Changes to the CMD Certification Platform due to SFTP Protocol removal
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* All SFTP Function Blocks will be removed from the CMD Certification Platform
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* [FB_34] SFTP for Bulk (Energy Usage)
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* [FB_66] SFTP for Bulk (Retail Customer)
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## Open Discussion
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* URPX Utility Rate Plan Exchange Standard Update
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## Attendees
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* Donald F Coffin (Green Button Alliance) (Maintainer)
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* Jeremy J Roberts (Green Button Alliance)
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* Valdis Hellevik (Green Button Alliance)
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* Klaar de Schepper (Flux Tailor)
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## Minutes
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## Key takeaways
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- NAESB approval received to delete SFTP protocol transmission from Green Button standard version 4.1, currently in 14-day public review until March 18th
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- Two minor corrections approved for version 4.1: consistency in deprecated elements display and diagram updates for resource inheritance
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- Proposal submitted to simplify retail customer schema by removing unnecessary pass-through classes
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- Recommendation to remove POST, PUT, and DELETE operations from Green Button REST API, retaining only GET operations
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- Klaar presented URPX (Utility Rate Plan Exchange Standard), now an LF Energy standard, aiming for ISO certification
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- URPX seeks integration with Green Button for customer data and bill line items mapping
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## NAESB ESPI Standard Changes for ESPI Version 4.1
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### Details
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- Donald: Request approved by RMQ Executive Committee last week, in 14-day public review until March 18th, publication expected in April as part of Green Button version 4.1
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- Donald: Had 15-minute discussion in task force with someone using SFTP for EDI who misinterpreted the scope as removing SFTP across all standards
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- Jeremy J Roberts: Removal is timely as sandbox is being rebuilt from scratch, and implementing SFTP when nobody uses it is unnecessary extra work
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- Jeremy J Roberts: SFTP was never properly implemented by most parties, with security issues around shell access and dual authorization systems
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- Klaar: Removal makes sense for Green Button's argument against master key approach used in EDI
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- Donald: SFTP was included originally because one California IOU insisted on it, but it's designed for bulk monthly operations rather than interactive daily data requests
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### Conclusion
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- SFTP protocol removal approved and moving forward in version 4.1
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- Two function blocks (FB34 and FB66) will be deleted from CMD platform as result
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Minor Corrections for Green Button Version 4.1
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## Minor corrections approved for inclusion in the upcoming ESPI standard release.
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### Details
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- Donald: Minor correction 25009 addresses inconsistencies in how deprecated elements are displayed, with some showing strikethrough and others not
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- Donald: Correction also standardizes the representation of deprecated items, which had 2-3 different versions depending on editor and timing
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- Donald: Minor correction 26001 updates Figure 2 diagram to properly show resource inheritance from identified object, adding one block to right-hand column
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- Donald: All Green Button resources must inherit from identified object, requiring atom ID, rel links, published and updated tags as wrappers
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### Conclusion
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- Both corrections approved and will be included in version 4.1 publication
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Retail Customer Schema Simplification
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## A new request has been submitted to simplify the retail customer schema structure.
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### Details
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- Donald: Request assigned as R26003, will be included in version 4.2 due to insufficient time for version 4.1
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- Donald: Simplification has no impact on output or data format, only affects programmatic representation in Java or Python applications
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- Donald: Original implementation by Marty lifted CIM model directly, creating unnecessary pass-through classes
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- Donald: Organizational role class provides no functionality, just passes through to customer and service supplier
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- Donald: Removing useless classes that were in CIM model for additional clarification and customization around documents and customer agreements
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### Conclusion
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- NAESB accepted the Request (R26003) for version 4.2
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- Changes are cleanup and simplification only, no functional impact
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## Proposal to remove all CRUD operations except GET from the Green Button REST API interface.
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### Details
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- Donald: Proposes removing everything except GET from section REQ 21.6.2.1 Green Button REST API interfaces
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- Donald: Original rationale was utilities would post meter readings directly, but this has never happened in practice
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- Donald: Utility business structure uses back-end meter collection systems that translate raw data to database, then retrieve as Green Button format using only GETs
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- Donald: No utility has been certified for POST, PUT, or DELETE in 150+ certifications over the years
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- Donald: In today's security environment, allowing POST and PUT with string data could create significant security vulnerabilities
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- Klaar: Questioned reasoning, suggested it could be about reducing vendor risk and increasing adoption likelihood
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- Klaar: Proposed creating to-do task for future DER use cases and interoperability scenarios where PUT might be needed
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- Klaar: Suggested presenting removal with link to future investigation issue to address concerns
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- Donald: Acknowledged DER-oriented POST operation could be submitted as SEP but doubts it would pass NAESB Task Force
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- Donald: Referenced ongoing 2-year cybersecurity committee discussions about CVE notification requirements and liability transfer to vendors
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### Conclusion
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- Proposal to remove POST, PUT, DELETE operations moving forward
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- Possibility left open for future DER-specific API development
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- DELETE makes clear sense as no one would allow external parties to delete records
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## URPX Utility Rate Plan Exchange Standard Update
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### Details
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- Klaar: Presented comprehensive update on URPX standard development and goals for Green Button integration.
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- Klaar: Work began August 1st, approved by LF Energy on November 19th as Standards and Specifications standard
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- Klaar: Goal is ISO certification as international standard, will be W3C standard
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- Klaar: Covers rate plans, rate plan modifiers, structured eligibility rules, detailed pricing, time of use schedules, and traceability to official tariff documents
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- Klaar: Packages data currently scattered across tariff books, downloadable CSVs, addendums, and adjustment documents
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- Klaar: Provides single data stream for rate plan and customer situation to plug into cost modeling
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- Klaar: Based on OWL ontology with data instances in JSON-LD, following semantic web standards
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- Klaar: Will have documentation site and sandbox in future
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- Klaar: Seeking integration with Green Button pricing structure URI in customer schema
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- Klaar: Wants to map detailed price definitions to line items on bills for bridge between systems
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- Klaar: Vision is customers with Green Button integration can import parameters for customer profile to pull correct rate plan prices
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- Klaar: Bruce Nordman is OpenADR focus expert, Don Jackson connected to MATTER standard efforts
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- Klaar: Team includes Danny Schmidt from National Laboratory of the Rockies
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- Klaar: Currently in pre-draft mode, ontology not publicly accessible pending LF Energy IP review
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- Klaar: Materials under Apache 2.0 license, officially handed over from FluxTailor to LF Energy
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- Klaar: Meetings every 2 weeks to push forward more quickly
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- Klaar: Mapping to Green Button left out of current draft to avoid IP conflicts
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- Jeremy J. Roberts: Recalled previous utility bill representation phase two efforts and ideas for machine-readable line items
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- Donald: Welcomed update and collaboration opportunity
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### Conclusion
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- URPX moving forward as LF Energy standard with goal of ISO certification
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- Integration with Green Button planned for customer data and bill line items
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- Klaar will request access for Donald and Jeremy to pre-draft materials
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- Pilot project planned to demonstrate integration
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## Action items
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### Klaar
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- Request LF Energy permission to give Donald and Jeremy access to ERPEX pre-draft repository with draft mappings
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- Follow up on Green Button integration points for ERPEX, specifically pricing structure URI and bill line items mapping
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- Coordinate pilot project to demonstrate ERPEX and Green Button integration
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### Donald
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- Update meeting minutes with correct request number for retail customer schema simplification (R26003 or similar)
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- Monitor public review period for SFTP removal through March 18th
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- Consider submitting NAESB Request for DER-oriented POST operation with acknowledgment of future investigation
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### Jeremy J Roberts
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- Review previous Slack discussions about utility bill representation phase two and machine-readable line items structure
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- Continue sandbox rebuild without SFTP support
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### Task Force
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- Await Green Button version 4.1 publication, expected in April
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- Prepare for version 4.2 development cycle with retail customer schema simplification
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