Smart Meter Implementation Update to RMS December 8, 2010 Christine Wright Competitive 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 Staff Presentation RMS3

Strategic Realignment & Roadmap  The Business Strategic Realignment Road Map project was conducted over a 12 week period starting on August 10, Staff Presentation RMS4

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. Staff Presentation RMS5

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 Staff Presentation RMS6

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 Staff Presentation RMS7

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. Staff Presentation RMS8

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 Staff Presentation RMS9

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. Staff Presentation RMS10

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 Staff Presentation RMS11

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. Staff Presentation RMS12

Stakeholder Design Security (SWG)  Lead - Denny Daugherty  Co- Lead – TNMP TBD  PUCT Staff – Alan Rivaldo  ERCOT – TBD  REP – Johnny Robertson  Facilitator - Jenina Smith Staff Presentation RMS13

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. Staff Presentation RMS14

Schedule December 15 th PSWG Kick-Off (F2F) Thu: 1:30-5:00 Location: PUCT, HR Gee 16 th OMWG Kick-Off (F2F) Thu: 9:30-12:00 Location: ERCOT, RM th RAAWG Kick-Off (F2F) Mon: 1:30-5:00 Location: ERCOT, RM 206 February 7-9 – AMIT Steering (F2F) Mon: 1:30-5:30 Tue: 9:30-5:30 Wed: 9:30-5:30 Location: PUCT, CHR 22 nd – AMIT Steering (F2F) Tue: 9:30-5:30 Location: ERCOT, RM 206 Staff Presentation RMS15

Education Session  Topic I – Data Loading  Topic II – Viewing, Reporting, and Using Energy Data  Topic III – SMT HAN Functionality  Topic IV – SMT Help Desk Staff Presentation RMS16

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 items I.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 Staff Presentation RMS17

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 Staff Presentation RMS18

SMT – API vs. FTPS Staff Presentation RMS19  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,  Ana Grau,  Andrea O’Flaherty, Staff Presentation RMS20

Functions 1.Technical Troubleshooting & Resolution 2.End-to-End Testing 3.Project Management 4.Market Participant report development 5.Market Awareness & Outreach 6.Process Development 7.Technological Guidance Staff Presentation RMS21

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. Staff Presentation RMS22

Functions  In the long term, help usher the development and implementation of a successful, functional HAN environment for the consumer and other market participants. Staff Presentation RMS23

Staff Presentation RMS24 ?