1. Proposed Scope for the Summer Release
SMART METER TEXAS
Proposed Scope for the Summer Release
April 19-20, 2010 1

2. AMIT has asked the SMT Team to present the following on 4/19-20
SMT OBJECTIVES from March 30
OBJ Implement a shorter time period (sooner than the day after the meter read) for VEE or potentially raw customer 15 minute interval usage data to show up on the portal
OBJ Implement automated reporting of statistics, performance measures and monitoring capabilities of portal usage.
OBJ Provide automated reporting to the market of statistics, performance measures and monitoring capabilities of portal usage.
OBJ-027 – Implement self-registration on the SMT for the REPs and Non-residential Customers
OBJ-029 – Implement the capability for power outage information to be available to the customer through the portal at the customer’s option.
OBJ-030 – Automate provisioning and de-provisioning of HAN devices for customers and Non-Residential customers through the portal UI.
OBJ-031 – Provide the capability to access meter attribute and meter capability information on the portal 2

3. Recap Example on the Functionality Matrix
Residential Customer
Non-Residential User
Non-Residential Admin
REP User
REP Admin
TDSP User
TDSP Admin
Portal Host / SMT
Supplemental User
3rd Party User
3rd Party Admin
Regulatory User
Regulatory Admin
Alert/Event Management
Set Broadcast Messages M1
View Broadcast Messages Authenticated Users
View Broadcast Messages Unauthenticated Users
Subscribe to Alerts for Meter Events -- My ESIIDs
M3 / OBJ 29
Subscribe to Alerts for Meter Events -- ROR ESIIDs M3
Subscribe to Alerts for Meter Events -- TDSP ESIIDs
Subscribe to Alerts for Meter Events -- ALL ESIIDs
Subscribe to Portal Events
M3 TBD
Distribute Alert Messages to Subscribers
HAN Functions
Grant and Revoke HAN Granular Permissions H3
View, Print or Extract HAN Granular Permissions
Grant the Admin HAN Access Automatically H2
Grant / Revoke HAN Access to REP Portal User
Grant / Revoke HAN Access to TDSP Portal User
Provision HAN Device via GUI
H3 / OBJ 30
Provision HAN Device via API
H3 TBD
De-Provision HAN Device via GUI
De-Provision HAN Device via API
Display reason for deprovision of a HAN device
H2 TBD
Delete pending provision request
View HAN Devices by ESIID (Current Status)
View HAN Device Details
View HAN Device History
Send Text Message via API
Cancel Text Message via API
Send Load Control Message via API
Cancel Load Control Message via API
Cancel All Load Control Events via API
Send Price Signal via API
Send a single message to a single HAN device
H3*
Send a single message to multiple HAN devices
Assign Message Priority
Ping ESI
Ping HAN Device
Notify authorized user of normal operations status of ESI
Notify authorized user of status of HAN device
View HAN Message Log Report
View message sent from HAN device
View status of message
Create ESIID groups
Green = Delivered
Blue = In Process for Delivery
* = SMT Has Functionality but not supported by current technology
Yellow = Proposed for Summer Release (AMIT Requested)
Orange = Proposed for Summer Release (SMT Suggested)
Purple = Requested but not available Summer Release 3

4. Propose scope for a “summer” release
Meter attributes
Customer HAN device provisioning and de-provisioning
SMT automated reporting of statistics
SMT is proposing additions to the summer release
Premise attributes
Monthly billed usage
On-demand meter read/power status
Customer HAN device details and device history
Event subscription and notifications will be included in a future release 4

5. Meter/Premise Attributes5

6. Meter/Premise Attributes Overview
Meter and premise attributes will be available through SMT to the ROR, TDSPs, SMT Host, and Customers
Can view, print and download Meter/Premise attributes for 1 ESIID at a time in Portal
Can download Meter/Premise attributes for multiple ESIIDs via Portal or API
Attributes read from SMT database
SMT presents what is online
Same attributes are presented to all user types
Not in Scope
Support for 3rd parties, Supplemental, Regulatory
Sorting/editing attributes 6

7. Meter/Premise Attributes – UI Design (REPs and TDSPs)
Meter and Premise attributes would be available from My Account / Search
A button will be added that links to a new Meter/Premise attributes page
Export would be available from that page
View Premise Attributes
View Meter Attributes
Export Attributes
My Account
Search
View Premise Attributes
View Meter Attributes
Export Attributes 7

8. Meter/Premise Attributes – UI Design (Customers)
View Premise Attributes
View Meter Attributes
Export Attributes 8

9. Meter/Premise Attributes – Export Request
Meter Attributes 9

10. Meter/Premise Attributes Functionality Matrix
Residential Customer
Non-Residential User
Non-Residential Admin
REP User
REP Admin
TDSP User
TDSP Admin
Portal Host / SMT
Supplemental User
3rd Party User
3rd Party Admin
Regulatory User
Regulatory Admin
Customer Data Management
View Meter Lists -- my ESIIDs M1
View Meter Lists -- granted ESIIDs M2
View Meter Lists -- ROR ESIIDs
View Meter Lists -- TDSP ESIIDs
View Meter Lists -- ALL ESIIDs M3
View Meter Attributes -- my ESIIDs
M2 / OBJ 31
View Meter Attributes -- ROR ESIIDs
View Meter Attributes -- TDSP ESIIDs
View Meter Attributes -- ALL ESIIDs
View Premise Attribute -- my ESIIDs
View Premise Attributes -- ROR ESIIDs
View Premise Attributes -- TDSP ESIIDs
View Premise Attributes -- ALL ESIIDs
View Meter Capabilities -- my ESIIDs
View Meter Capabilities -- ROR ESIIDs
View Meter Capabilities -- TDSP ESIIDs
View Meter Capabilities -- ALL ESIIDs
OBJ-031 – Provide the capability to access meter attribute and meter capability information on the portal
Green = Delivered
Blue = In Process for Delivery
* = SMT Has Functionality but not supported by current technology
Yellow = Proposed for Summer Release (AMIT Requested)
Orange = Proposed for Summer Release (SMT Suggested)
Purple = Requested but not available Summer Release 10

11. Meter Attributes Attribute Name Description Utility Company Id
TDSP DUNS number
Extract Timestamp
Time the TDSPs extracted data from their internal systems to be delivered to SMTxP
Transaction Type
A code identifying the type of customer transacion triggering a change.
ESIID
Meter serial number
The serial number of the meter from the manufacturer
KWH Meter multiplier
A multiplying factor that regulates the KWH reading on certain meters. This is an external multiplier, not internal to the meter
TDSP number of used channels on the meter
number of channels the meter is configured for
Meter manufacturer name
Last meter test date
Last date the meter was manually tested, in the field or in the meter shop
Meter class (ampacity)
The ampere maximum rating of the meter
Date Meter was Installed
Initial Provision Date
Initial Provision Date (this date will correspond to the date that the TDSP starts sending usage data to the SMT)
Technology/Communication indicator
Technology/Communication indicator code identifying the type of communication method being used to transport data from that meter
Instrument Rated
Yes or No (e.g. Current Transformer / Potential Transformer)
Ratio of Current Transformers
The transformer ratio for the amperage transformer, if present"
Ratio of Potential Transformers
Tthe transformer ration for the voltage transformer, if present"
ESI Firmware version
Energy Services Interface: The main firmware version of the Gridstream communication module. This allows the AMI network and Communicaiton module to communicate to the HAN.
HAN Protocol (ZigBee or HomePlug)
Type of HAN Protocol enabled
Smart Energy Profile
The HAN compliance specification that this meter supports. This is the “protocol” used at the application layer (ex: ZigBee SEP 1.0)
Interval setting
How often the meter is recording usage (the length in minutes of the interval)
In flow / Out flow (DG) Capable
A true false value indicating whether or not the meter is able to handle both consumption and generation metering
DG channel
The channel number on the meter of the Distributed Generation channel
Remote disconnect / connect Capable
A true false value indicating whether or not the meter is enabled for remote disconnects
Meter Status
Is electricy flowing through the meter, as of the time of the latest i-sync extraction at the TDSP. Either energized or de-energized, as indicated by a single character code
Meter Phases
The number of phases that the meter handles, either 1, 2 or 3
Utility Meter Number
The identifier for this meter that is used in the TDSP database (a.k.a. MeterID)
Meter Model
Meter Model identifier 11

12. Premise Attributes Attribute Name Description Utility Company Id
Current SMT value is a TDSP DUNs number
Extract Timestamp
Time the TDSPs extracted data from their internal systems to be delivered to SMT
ESIID
Meter ESIID
Premise ID
Unique Premise Identifier
Service Voltage
Voltage rating of the premise
Premise Status
The current status of this premise, either active or inactive
Time-zone
The time zone where the premise is located
Fractional House Address
The fractional house number of the service address, or the designator that can be used to distinguish premises with the same address
Leading Directional
The directional indicator (typically N, S, E, W) that precedes the street name of a service address
Street name
The street name for the service address
Street type
The street type (e.g. St, Ave, Ln) for the premise address
Trailing Directional
The directional indicator that occurs after the street type, not commonly used
Locality
The city or locality of the service address
State
The state of the service address. This should always be TX
Five digit Zip Code
The primary, five digit ZIP code of the address
Zip Code + 4
The secondary, four digit ZIP Code of the service address
Meter Read Cycle
The cycle number indicating the meter ready cycle date
Load Profile
ERCOT Load Profile: A text field that describes the load profile at the service location
Rate Class/Code
This is code that identifies the tariff used by the TDSP in billing this location
House Number
The house number of the service address
Unit Designation
This is used to denote individual premises in multi-unit addresses, for example in apartment or office buildings.
Original Transaction ID
Transaction ID generated by the TDSP to tie any exceptions created during delivery to SMT back to an original record or market transaction
AMS profile effective date
ERCOT AMS Profile effective date: Effective start date for SMT to start sending usage data to ERCOT. It is not necessary to push the usage data if this attribute value is null 12

13. Meter/Premise Attributes Functional Flow13

14. Meter/Premise Attributes Portal UI Technical Flow14

15. Meter/Premise Attributes Portal API Technical Flow15

16. Monthly Billed Usage 16

17. Monthly Billed Usage Overview
Customers, ROR, TDSP, SMT Host will have access to Monthly Billed Usage
Usage data read from SMT database
SMT presents what is online
Monthly billed usage is accessed via the API or UI
API access to billed usage (BR )
Access via UI (BR-004 and BR-008)
Default: previous 12 months displayed
Maximum accessible: previous 24 months
UI capabilities
UI allows viewing monthly billed usage for 1 ESIID at a time
Display, print and export all monthly billed usage data elements (BR )
Graph kWh only (BR /8)
Standard bar graph
View updates/multiple versions – ROR and TDSP (BR-008)
Change time period to be displayed (BR )
Not in Scope
Support for 3rd parties, Supplemental, Regulatory 17

18. Monthly Billed Usage – UI Design (REPs and TDSPs)
Billed usage would be offered as another report type
Exported like other reports 18

19. Monthly Billed Usage – UI Design (Customers)19

20. Monthly Billed Usage – Export Request20

21. Monthly Billed Usage Functionality Matrix
Residential Customer
Non-Residential User
Non-Residential Admin
REP User
REP Admin
TDSP User
TDSP Admin
Portal Host / SMT
Supplemental User
3rd Party User
3rd Party Admin
Regulatory User
Regulatory Admin
Customer Data Management
Retrieve Billed Usage Reports -- my ESIIDs M2
Retrieve Billed Usage Reports -- granted ESIIDs
Retrieve Billed Usage Reports -- ROR ESIIDs
Retrieve Billed Usage Reports -- TDSP ESIIDs
Retrieve Billed Usage Reports -- ALL ESIIDs M3
Green = Delivered
Blue = In Process for Delivery
* = SMT Has Functionality but not supported by current technology
Yellow = Proposed for Summer Release (AMIT Requested)
Orange = Proposed for Summer Release (SMT Suggested)
Purple = Requested but not available Summer Release 21

22. Monthly Billed Usage Functional Flow22

23. Monthly Billed Usage Portal UI Technical Flow23

24. Monthly Billed Usage Portal API Technical Flow24

25. On-demand meter Read/ Power Status25

26. On-Demand Meter Read/Power Status Overview
Provided to the ROR and TDSPs
Meter Read returns the current meter read
Power status returns on/off (line side)
One ESIID/MeterID per request (BR )
The lifecycle of a request is until midnight the day of the request
Invoked via UI
Always executed asynchronously
Invoked via Usage tab as option within customer meters
Response shown on UI
RORs are limited to:
1 successful power status request per day per ESIID , and
1 successful meter read per day per ESIID
Not in Scope
Other meter data
Asset information, for example firmware release
Other units of measure, for example, KVAR or generation register
Load side power status
Support for Customers, 3rd parties, Supplemental, Regulatory 26

27. On-Demand Meter Read / Power Status – Search Screen
Usage
Meter Read and Power Status
Search
On-Demand Page
Power Status/History
Meter Read/History
Button is only available if 1 ESIID is selected
Meter Read and Power Status 27

28. On-Demand Meter Read and Power Status – Request and History Screen
Page has 3 sections
Last read & power status
Request identifier
Request history
The last read for the ESIID is presented in the top section on the meter image
Last LSE value or on-demand read – whichever is most recent
Power status and meter read buttons will be enabled if that operation is allow for the ESIID
See on-demand invocation rules (next page)
Request identifier section is blank initially
Blank until a request is submitted and while in process
A request id appears if a request is invoked
If the page is re-loaded while the request is in process, in-process status appears in this section
Bottom section includes an invocation history
Displays status for requests submitted since midnight
Portal status information
Loaded when the page is entered
If a power status or read request is invoked, the page must be reloaded to see it in the history
Usage / Search / On-Demand
On-Demand Read / Power Status
MM/DD/YYYY
ESI ID: XXXXXXXXXXXXXXXX
Meter ID: YYYYYYYYYYYYYYYY
Last Read Date: mm/dd/yyyy hh:mm:ss
Read Meter
Check Power Status
ID Date Time Status
xxx xx/xx/xx hh:mm:ss Power status request failed
xxy xx/xx/xx hh:mm:sT Power status is ON
xyy xx/xx/xx hh:mN:ss Meter read request failed
xyz xx/xx/xx hh:mN:sZ Meter read request returned
Power Status Request 123 has been submitted 28

29. On-Demand Meter Read / Power Status Invocation Rules
On-Demand functions
Power status
Meter read
A time out period will be associated with on-demand functions
Time out period is the expected time to complete an on-demand function
Estimated at 15 minutes
After a function is invoked, SMT will not accept another request (same function, same ESIID) until
Time out ends or function completes
Handling success and failure
If the power status returns successfully, no further power status requests are allowed for the day for that ESIID
If the meter read returns successfully, no further meter read requests are allowed for the day for that ESIID
If the function fails, that function for the ESIID is re-enabled
If the function completes successfully after the time out period, that function for that ESIID is disabled through the end of the day 29

30. On-Demand Meter Read/Power Status Functionality Matrix
Residential Customer
Non-Residential User
Non-Residential Admin
REP User
REP Admin
TDSP User
TDSP Admin
Portal Host / SMT
Supplemental User
3rd Party User
3rd Party Admin
Regulatory User
Regulatory Admin
Customer Data Management
Poll Meter for Power Status -- ROR ESIIDs M2
Poll Meter for Power Status -- TDSP ESIIDs
Poll Meter for Power Status -- ALL ESIIDs
Request On-Demand Read -- ROR ESIIDs
Request On-Demand Read -- TDSP ESIIDs
Request On-Demand Read -- ALL ESIIDs
Green = Delivered
Blue = In Process for Delivery
* = SMT Has Functionality but not supported by current technology
Yellow = Proposed for Summer Release (AMIT Requested)
Orange = Proposed for Summer Release (SMT Suggested)
Purple = Requested but not available Summer Release 30

31. On-Demand Meter Read/Power Status Functional Flow *REP =ROR31

32. On-Demand Meter Read Technical Flow32

33. On-Demand Power Status Technical Flow33

34. Customer HAN device provisioning & de-provisioning34

35. Customer HAN Device Provisioning and De-provisioning Overview * REP= ROR. Additional content will be added to the user guide and FAQs to explain to the user that provisioning and de-provisioning is not instantaneous.
Residential Customers and Non-Residential Administrators are automatically granted HAN rights
HAN rights will be granted on an all-or-nothing basis per Release 1.0
Non-Residential Administrators can grant HAN access rights to Non-Residential users
Customers screen functionality
Provisioning, De-provisioning
HAN Details and View History
Will reuse REP/TDSP screens
Provisioner role will be added to device history
A maximum of 5 (Customer and REP) devices slots can be allocated (HAN Device Check)
Design does not include restrictions on messaging based on “provisioner”
ROR can send Smart Energy Profile 1.0 messages to any devices
No special restrictions need to be designed for de-provisioning devices – For example:
REPs can de-provision customer-provisioned devices
Customers can de-provision REP-provisioned devices
Not in Scope
Smart Energy Profile 1.0 messaging for customers
Customer provisioning & de-provisioning via API
Customers access to Message Log functionality 35

36. Customer HAN Device – Device List Screen36

37. Customer HAN Device – ESIID List View
HAN Devices > 37

38. Customer HAN Device – Provisioning Screen
Customer HAN Device – Provisioning Screen *Add tool tip to MAC address and installation code what they may look like ( an example) and what characters are acceptable. Add to page help a description of where the MAC address and installation code may be found. A message will be displayed after clicking “Add HAN Device” letting the user know that the request has been submitted. Please check back in a few minutes.
HAN Devices > View HAN Devices 38

39. Customer HAN Device – De-provisioning Screen
Customer HAN Device – De-provisioning Screen *Remove requirement for “Reason for Removing”. A message will be displayed after clicking “Remove HAN Device” letting the user know that the request has been submitted. Please check back in a few minutes
HAN Devices > View HAN Devices 39

40. Customer HAN Device – Device Details
HAN Devices > View HAN Devices
Condition
Status Displayed
When the Portal accepts the add/provisioning request
Add Acknowledged
When the TDSP acknowledges the receipt of the add request
When the TDSP sends a Pending Provisioning Status (only CNP could potentially send this status)
Add Pending
When the TDSP sends a Meter Ready Status
Meter Ready
When the Device is provisioned
Device Added
When the Portal accepts the remove/de-provisioning request
Remove Acknowledged
When the TDSP acknowledges the receipt of the remove request
When the TDSP sends a Pending De-provisioning
Remove Pending
When a de-provisioning request fails before the de-provisioning is complete by the TDSP
Remove Failed 40

41. Customer HAN Device – Provisioning History
HAN Devices > View HAN Devices
Condition – statuses that take a slot
Status Displayed
When the Portal accepts the add/provisioning request
Add Acknowledged
When the TDSP acknowledges the receipt of the add request
When the TDSP sends a Pending Provisioning Status (only CNP could potentially send this status)
Add Pending
When the TDSP sends a Meter Ready Status
Meter Ready
When the Device is provisioned
Device Added
When the Portal accepts the remove/de-provisioning request
Remove Acknowledged
When the TDSP acknowledges the receipt of the remove request
When the TDSP sends a Pending De-provisioning
Remove Pending
When a de-provisioning request fails before the de-provisioning is complete by the TDSP
Remove Failed
Condition – statuses that do not take a slot
Provisioning Request Rejected by TDSP
Add Rejected
When a the TDSP sends a provisioning failure
Add Failed
De-provisioning Request Rejected by TDSP
Remove Rejected
When the Device is de-provisioned
Device Removed 41

42. Customer HAN Device Functionality Matrix
Residential Customer
Non-Residential User
Non-Residential Admin
REP User
REP Admin
TDSP User
TDSP Admin
Portal Host / SMT
Supplemental User
3rd Party User
3rd Party Admin
Regulatory User
Regulatory Admin
HAN Functions
Grant and Revoke HAN Granular Permissions H3
View, Print or Extract HAN Granular Permissions
Grant the Admin HAN Access Automatically H2
Grant / Revoke HAN Access to REP Portal User
Grant / Revoke HAN Access to TDSP Portal User
Provision HAN Device via GUI
H3 / OBJ 30
Provision HAN Device via API
H3 TBD
De-Provision HAN Device via GUI
De-Provision HAN Device via API
Display reason for deprovision of a HAN device
H2 TBD
Delete pending provision request
View HAN Devices by ESIID (Current Status)
View HAN Device Details
View HAN Device History
Send Text Message via API
Cancel Text Message via API
Send Load Control Message via API
Cancel Load Control Message via API
Cancel All Load Control Events via API
Send Price Signal via API
Send a single message to a single HAN device
H3*
Send a single message to multiple HAN devices
Assign Message Priority
Ping ESI
Ping HAN Device
Notify authorized user of normal operations status of ESI
Notify authorized user of status of HAN device
View HAN Message Log Report
View message sent from HAN device
View status of message
Create ESIID groups
Green = Delivered
Blue = In Process for Delivery
* = SMT Has Functionality but not supported by current technology
Yellow = Proposed for Summer Release (AMIT Requested)
Orange = Proposed for Summer Release (SMT Suggested)
Purple = Requested but not available Summer Release
OBJ-030 – Automate provisioning and de-provisioning of HAN devices for customers and Non-Residential customers through the portal UI. 42

43. Customer HAN Device Provisioning and De-provisioning Functional Flow43

44. Customer HAN Device Provisioning Technical Flow44

45. Customer HAN Device De-provisioning Technical Flow45

46. SMT Automated Reporting of Statistics46

47. SMT Automated Reporting of Statistics Overview
Criteria
Total
as of midnight
User Counts
Residential Users
1563
Spanish Residential Users 16
NRC Users 23
REP Users
294
TDSP Users 64
Total users
1772
Entity Counts in DB
NRC Entities
REP Entities 28
ESIID Counts
Total ESIIDs in DB
897,903
Residential ESIIDs registered
1625
Non-residential ESIIDs registered 36
HAN Devices
HAN devices provisioned
127
HAN devices deprovisioned 53
HAN messages processed 12
HAN message log requests 4
REPs, Regulatory and TDSPs
Report items are at right
Report will be created weekly and filed by a TDSP in project The TDSPs will include in their monthly compliance reports that they have filed the SMT status weekly in 47

48. SMT Automated Reporting of Statistics Functionality Matrix
Residential Customer
Non-Residential User
Non-Residential Admin
REP User
REP Admin
TDSP User
TDSP Admin
Portal Host / SMT
Supplemental User
3rd Party User
3rd Party Admin
Regulatory User
Regulatory Admin
Reporting
Provide Data Access History
OBJ 26
M3 / OBJ 25
Provide History of Third Party Access M3
Green = Delivered
Blue = In Process for Delivery
* = SMT Has Functionality but not supported by current technology
Yellow = Proposed for Summer Release (AMIT Requested)
Orange = Proposed for Summer Release (SMT Suggested)
Purple = Requested but not available Summer Release
OBJ Implement automated reporting of statistics, performance measures and monitoring capabilities of portal usage
OBJ-026 – Provide automated reporting to the market of statistics, performance measures and monitoring capabilities of portal usage. 48

49. Next steps
SMT to provide an implementation schedule 49

50. Thank You For The Opportunity To Discuss
SMART METER
TEXAS 50 50