Smart Meter Implementation Update to RMS

December 8, 2010

Christine WrightCompetitive Markets Division

Overview & Contents

AMIT – Strategic Realignment & Roadmap AMIT Working Groups – Stakeholder Design Schedule Education Session Selection of HAN Doc(s)

2Staff Presentation RMS

Strategic Realignment & Roadmap Realign the AMIT business processes based on

the current highest priority and most critical needs Identify initiatives to effectively and efficiently deliver

the realigned business processes Roadmap the identified processes, functions /

initiatives for clear understanding of delivery ranking, timelines and dependencies

Refocus efforts based on the re-prioritization and realignment

Gain renewed consensus, buy in, participation and enthusiasm from AMIT Market participants

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Strategic Realignment & Roadmap

The Business Strategic Realignment Road Map project was conducted over a 12 week period starting on August 10, 2010.

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Results

The major priorities for Energy Data, HAN, and Event Notification as previously understood by AMIT continue to align directly with the needs of the Texas Market.

A higher prioritization was identified for Education of AMS and AMS solutions to the Texas Market.

A new priority was identified for Registration, Administration and Access of Energy Data, HAN Data, SMT, and Events.

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Results

The critical and key initiatives to be undertaken immediately moving forward to support the Texas Market needs and priorities are: SMT Strategy HAN Strategy Integration HAN Pilot Lessons Learned SMT Market Education Enhanced SMT and HAN Support Define Enhanced Governance Model

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Stakeholder Design

Registration, Administration & Access (RAAWG) Lead PUCT Staff – Therese Harris Co-Lead (REP) – Michael Matlock ERCOT – Jackie Ashbaugh TDSP Committee – Carole Root Facilitator – Jenina Smith

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RAAWG - Charter

The purpose of the subgroup is three-fold: education, promotion, and access / registration for AMS.

The AMIT Registration, Administration and Access Working Group shall work to increase awareness, understanding and usage of all AMS solutions. They will take the lead in developing a proposal for the registration and access strategy for current and future users of AMS solutions.

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Stakeholder Design

Projects & Strategy (PSWG) Lead – Donny Helm Co-Lead – Jim Sheppard Back Up Lead – Bob Frazier ERCOT – Betty Day PUCT Staff – Christine Wright Market (REP) – Craig Tinder AMIT PM – Andrea O’Flaherty HAN DOC(s) - TBD Facilitator – Jenina Smith

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PSWG - Charter

The purpose of the subgroup is serve as the visionary driver for future initiatives for AMIT Market Services.

The AMIT Projects and Strategies Working Group shall conduct strategy projects, build consensus on future solutions, and deliver and deploy approved solutions. Additionally, this group will ensure that all solutions conform, as appropriate, to the latest industry standards.

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Stakeholder Design

Operations & Maintenance (OMWG) Lead - Tom Olinger Co-Lead (REP) – Jay Foliano ERCOT – Karen Farley PUCT Staff – Rebecca Reed Market (REP) – Mark Smith Market (REP) – Jennifer Frederick HAN DOC(s) - TBD Facilitator - Jenina Smith

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OMWG - Charter The purpose of the subgroup is document and

communicate the current operational and support processes for AMIT solutions.

The AMIT Operations and Maintenance Working Group shall provide operational, maintenance, and support guidelines, policies, procedures, and documentation for all AMIT solutions. This group is responsible for developing recommendations, approaches, processes, and detailed business requirements to be passed on for implementation.

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Stakeholder Design

Security (SWG) Lead - Denny Daugherty Co- Lead – TNMP TBD PUCT Staff – Alan Rivaldo ERCOT – TBD REP – Johnny Robertson Facilitator - Jenina Smith

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SWG - Charter

The purpose of the subgroup is to review and enhance the security of proposed AMIT solutions from all Working Groups and monitor security threats in the market with respect to AMS. This group will work closely with the Operations and Maintenance Working Group.

The AMIT Security Working Group shall consider all components from the customer meter to TDSP back office systems. This includes all components of the utilities’ AMS.

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Schedule

December 15th PSWG Kick-Off (F2F) Thu: 1:30-5:00Location: PUCT, HR Gee 16th OMWG Kick-Off (F2F) Thu: 9:30-12:00Location: ERCOT, RM 168 20th RAAWG Kick-Off (F2F)Mon: 1:30-5:00Location: ERCOT, RM 206

February7-9 – AMIT Steering (F2F)Mon: 1:30-5:30Tue: 9:30-5:30Wed: 9:30-5:30Location: PUCT, CHR 22nd – AMIT Steering (F2F) Tue: 9:30-5:30Location: ERCOT, RM 206

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Education Session

Topic I – Data Loading Topic II – Viewing, Reporting, and Using

Energy Data Topic III – SMT HAN Functionality Topic IV – SMT Help Desk

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Smart Meter Texas 2.1 Release 2.1 is well under way 75% through with development, SIT test

under way and UAT testing tentatively scheduled for 11/29/10 start

Release 2.1 includes the following change request itemsI. CR003 – Enhance Bar Graphs

II. CR004 – Remove 48 Hour Restriction on Viewing of Usage Data

III. CR006 – Support Functionality for User Testimonials

IV. CR010 – Develop a Spanish Landing Page

V. CR012 – Enhance Friends and Family Functionality for Improved Usability

VI. No CR – Change Behavior of Tables and Graphs to Shows Dates for Days with No

Data

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Smart Meter Texas - STATS 5 NRC Users 7590 Residential Users 107 Friends and Family agreements created

5 accepted agreements 6 pending agreements 81 expired agreements 15 revoked agreements

720 HAN Devices 398 Provisioned

38 REPs registered 175 Users

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SMT – API vs. FTPS

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FTPS SMT posts automatically

Usage Files for all of the RORs ESI IDs in the REP Directory daily (for the previous day).

15 Min Interval and Daily Meter Reads are available.

Files are available for 10 days.

API SMT allows ROR to originate

ad-hoc requests at any time (up to 50,000 ESI IDs per request).

ROR can request all three report types: 15 Min Interval (up to the last 48 months), Daily Meter Reads (up to the last 48 months) and Monthly Usage Report (up to the last 24 months).

Result files are posted in the ROR Directory in the FTPS site and are available for 10 days.

HAN DOCs

Steven Evans, sde1952@aol.com Ana Grau, anna@enernex.com Andrea O’Flaherty, aoflaherty@csc.com

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Functions

1. Technical Troubleshooting & Resolution2. End-to-End Testing3. Project Management4. Market Participant report development5. Market Awareness & Outreach6. Process Development7. Technological Guidance

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Functions

In the short term, develop a baseline HAN support model to address HAN diagnostic and trouble-shooting processes, roles and responsibilities, technical solutions Help bring forth transparency in the operation of

the respective TDSP systems for market understanding.

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Functions

In the long term, help usher the development and implementation of a successful, functional HAN environment for the consumer and other market participants.

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