1. © 2012 IBM Corporation 3 rd Party Registration & Account Management 1 1 SMT 2015 Approved AMWG Change Requests

2. © 2012 IBM Corporation 3 rd Party Registration & Account Management 2 2015 Approved AMWG Change Requests CR #Description SMT Portal Changes AMWG CR 2015-19 User guide access on the SMT portal AMWG CR 2015-203rd Party Access – updates for the View/Edit Customer Agreement page AMWG CR 2015-21 Improve REP of Record (ROR) search criteria, used during the customer registration process AMWG CR 2015-22 Keep selected REP of Record (ROR) visible during customer registration AMWG CR 2015-23 When creating a new Business Account, allow entry of multiple ESI IDs during customer registration process. AMWG CR 2015-24 3rd Party Access – Renew Energy Data Agreement after one year. AMWG CR 2015-253rd Party User Experience – Add identifying data fields in the Report Request Status page AMWG CR 2015-26 SMT functionality. Display portal message when report cannot be displayed in the SMT page. AMWG CR 2015-27 SMT functionality. Allow specific date entry on the Export Report screen AMWG CR 2015-28 SMT functionality. Allow ESIIDs to be copied and pasted into the ESIID box on the Usage page AMWG CR 2015-29 3rd Party Access functionality. Allow 3rd parties the ability to utilize an API for on-demand data requests/extracts.

3. © 2012 IBM Corporation 3 rd Party Registration & Account Management 3 3 AMWG CR 2015-19 User guide access on the SMT portal

4. © 2012 IBM Corporation 3 rd Party Registration & Account Management AMWG CR 2015-19 – User Guide Access on SMT Portal 4 Existing Production Behavior SMT currently allows User-Guide (PDF) access for Authenticated- Users only. Authenticated Users only

5. © 2012 IBM Corporation 3 rd Party Registration & Account Management AMWG CR 2015-19 – User Guide Access on SMT Portal 5 Business Requirement Access to User-Guide (PDF) should be provided to unauthenticated users (Public & Private) as-well Public – English Public – Spanish Private

6. © 2012 IBM Corporation 3 rd Party Registration & Account Management 6 6 AMWG CR 2015-20 3rd Party Access – updates for the View/Edit Customer Agreement page

7. © 2012 IBM Corporation 3 rd Party Registration & Account Management AMWG CR 2015-20 – 3 rd Party Access-updates for the View/Edit Customer Agreement Page 7 Existing Production Behavior On View/Edit Customer Agreement page - (a)“Service Address” Field shows N/A (b)“Customer Type” Field is not present (a) “Service Address” Field needs to show Service address. (b) “Customer Type” field should be shown.

8. © 2012 IBM Corporation 3 rd Party Registration & Account Management AMWG CR 2015-20 – 3 rd Party Access-updates for the View/Edit Customer Agreement Page 8 Business Requirement Actual customer address should be displayed for Service Address field and Customer Type field should be shown with the actual value Customer Type – will display information RES/NRC. Service Address Field – will contain Premise information

9. © 2012 IBM Corporation 3 rd Party Registration & Account Management 9 9 AMWG CR 2015-21 Improve REP of Record (ROR) search criteria, used during the customer registration process

10. © 2012 IBM Corporation 3 rd Party Registration & Account Management AMWG CR 2015-21 Improve REP of Record (ROR) search criteria, used during the customer registration process 10 Existing Production Behavior REP of Record (ROR) search criteria, used during the customer registration process requires * (asterisk) for a wild character search. REP Name Search using * (asterisk) results in list of REPs starts with the typed letters

11. © 2012 IBM Corporation 3 rd Party Registration & Account Management AMWG CR 2015-21 Improve REP of Record (ROR) search criteria, used during the customer registration process 11 Existing Production Behavior (cont) REP of Record (ROR) search criteria, used during the customer registration process requires * (asterisk) for a wild character search. REP Name Search using only single character without wild character Results in no REPs

12. © 2012 IBM Corporation 3 rd Party Registration & Account Management AMWG CR 2015-21 Improve REP of Record (ROR) search criteria, used during the customer registration process 12 Business Requirement REP of Record (ROR) should be able to search based on single character or few initial characters, during the customer registration process. REP Name Search using single character (example – R) results in list of REPs starts with that letter. Note: Some of the problems reported by users are because they are using the name shown on their bill which could be a different brand or Doing Business As (DBA) entity name. The criteria needs to be further improved to include all relevant names in the selection list.

13. © 2012 IBM Corporation 3 rd Party Registration & Account Management 13 AMWG CR 2015-22 Keep selected REP of Record (ROR) visible during customer registration

14. © 2012 IBM Corporation 3 rd Party Registration & Account Management AMWG CR 2015-22 – Keep selected REP of Record (ROR) visible during customer registration 14 Existing Production Behavior Registration for New Business Account is 2 step process. In Step-1 user fills the information along with ROR selection, then clicks on ‘Next’ button for next step (2 of 2) for the further information. Business User in Step1 of 2 ROR is selected

15. © 2012 IBM Corporation 3 rd Party Registration & Account Management AMWG CR 2015-22 – Keep selected REP of Record (ROR) visible during customer registration 15 Existing Production Behavior (cont.) Step 2 of 2 : User fills the required information in step 2. User can click on ‘Previous’ (step 1 of 2) button for updating some information. User can move to step 1 of 2 to change information

16. © 2012 IBM Corporation 3 rd Party Registration & Account Management AMWG CR 2015-22 – Keep selected REP of Record (ROR) visible during customer registration 16 Whenever user comes back step 1 of 2, ROR name disappears Existing Production Behavior (cont.) Step 1 of 2 - when user comes back the selected ROR is not present

17. © 2012 IBM Corporation 3 rd Party Registration & Account Management AMWG CR 2015-22 – Keep selected REP of Record (ROR) visible during customer registration 17 Business Requirement The proposed solution is for the selected ROR to remain, regardless of where the customer navigates during the registration process. Whenever user comes back step 1 of 2, ROR should be present

18. © 2012 IBM Corporation 3 rd Party Registration & Account Management 18 AMWG CR 2015-23 When creating a new Business Account, allow entry of multiple ESIIDs during customer registration process

19. © 2012 IBM Corporation 3 rd Party Registration & Account Management AMWG CR 2015-23 When creating a new Business Account, allow entry of multiple ESIIDs during customer registration process 19 Existing Production Behavior Business Account registration process requires user to enter any one ESIID & Meter Number combination to create the account Only one ESIID and Meter Number can be provided

20. © 2012 IBM Corporation 3 rd Party Registration & Account Management AMWG CR 2015-23 When creating a new Business Account, allow entry of multiple ESIIDs during customer registration process 20 Business Requirement Proposed change is to allow a customer the option of entering a single ESI ID or multiple ESI IDs during the registration process Business User in Step1 user will add single meter and in step 2 will provide facility to add meters using import file

21. © 2012 IBM Corporation 3 rd Party Registration & Account Management AMWG CR 2015-23 When creating a new Business Account, allow entry of multiple ESIIDs during customer registration process 21 Business Requirement Proposed change is to allow a customer the option of entering a single ESI ID or multiple ESI IDs during the registration process. Proposed change is to allow multiple ESIID’s during registration process.

22. © 2012 IBM Corporation 3 rd Party Registration & Account Management 22 AMWG CR 2015-24 3rd Party Access – Renew Energy Data Agreement after one year.

23. © 2012 IBM Corporation 3 rd Party Registration & Account Management AMWG CR 2015-24 3rd Party Access – Renew Energy Data Agreement after one year 23 Business Requirement The current maximum duration for an Energy Data Agreement is one (1) year. There is currently no option to renew an existing Energy Data Agreement. The proposed solution is to provide the ability within SMT to renew the Energy Data Agreement prior to the initial agreement expiration, for a period no longer than 12 months at one time. Prior to expiration of 1 year agreement, SMT will send an notification email to agreement owner for extension of the agreement. From portal end owner can extend agreement’s expiration period.

24. © 2012 IBM Corporation 3 rd Party Registration & Account Management AMWG CR 2015-24 3rd Party Access – Renew Energy Data Agreement after one year 24 Business Requirement The current maximum duration for an Energy Data Agreement is one (1) year. There is currently no option to renew an existing Energy Data Agreement. The proposed solution is to provide the ability within SMT to renew the Energy Data Agreement prior to the initial agreement expiration, for a period no longer than 12 months at one time. Agreement extension mail

25. © 2012 IBM Corporation 3 rd Party Registration & Account Management 25 AMWG CR 2015-25 3rd Party User Experience – Add identifying data fields in the Report Request Status page

26. © 2012 IBM Corporation 3 rd Party Registration & Account Management AMWG CR 2015-25 3rd Party User Experience – Add identifying data fields in the Report Request Status page 26 Existing Production Behavior Currently, the Report Request Status page only shows Date Requested, Order ID, Status and Details.

27. © 2012 IBM Corporation 3 rd Party Registration & Account Management AMWG CR 2015-25 3rd Party User Experience – Add identifying data fields in the Report Request Status page 27 Business Requirement Report Request Status page should show Customer Name, Report Type, Start Date and End Date Report Request Status it will contain columns - Requested Date - Report Type - Order-ID - Start Date - End Date - Customer Name - Status - Details

28. © 2012 IBM Corporation 3 rd Party Registration & Account Management 28 AMWG CR 2015-26 SMT functionality. Display portal message when report cannot be displayed in the SMT page.

29. © 2012 IBM Corporation 3 rd Party Registration & Account Management AMWG CR 2015-26 Display portal message when report cannot be displayed in the SMT page. 29 Existing Production Behavior The “Update Report” button gives the impression that a user- requested usage report will be displayed on the SMT page. However, if the dates are set too far apart (i.e., outside the maximum allowed date range), an Order ID is generated instead of displaying the report in the current page. If you select a start and end date range up to 40 days and select 'Update Report', you will be able to view the usage on the screen. If you select a date range of more than 40 days and select 'Update Report', a.csv report will be emailed to you.

30. © 2012 IBM Corporation 3 rd Party Registration & Account Management AMWG CR 2015-26 Display portal message when report cannot be displayed in the SMT page. 30 Existing Production Behavior (cont) The “Update Report” button gives the impression that a user- requested usage report will be displayed on the SMT page. However, if the dates are set too far apart (i.e., outside the maximum allowed date range), an Order ID is generated instead of displaying the report in the current page Order-ID will be generated

31. © 2012 IBM Corporation 3 rd Party Registration & Account Management AMWG CR 2015-26 Display portal message when report cannot be displayed in the SMT page. 31 Business Requirement If the requested date range will not fit on the page when the “Update Report” button is clicked, display a message to inform the user that the report will be sent via email and provide a yes/no option: Order-ID will be generated OK : The report will be sent to the customer (existing logic) Cancel : It will cancel the user’s request and send them back to the Usage Report page where the user can enter a different date range.

32. © 2012 IBM Corporation 3 rd Party Registration & Account Management AMWG CR 2015-26 Display portal message when report cannot be displayed in the SMT page. 32 Business Requirement If the user has clicked ‘OK’ on message box, after the request is submitted the user will get this page.

33. © 2012 IBM Corporation 3 rd Party Registration & Account Management 33 AMWG CR 2015-27 Allow the user the option of entering the specific dates in lieu of using the calendar drop down.

34. © 2012 IBM Corporation 3 rd Party Registration & Account Management AMWG CR 2015-27 Allow the user the option of entering the specific dates in lieu of using the calendar drop down. 34 Existing Production Behavior The Date Range is only allowed by Calendar Picker/drop-down Marked Fields are not allowed to enter the date apart from Calendar Picker Business Requirement Allow the user the option of entering the specific dates in lieu of using the calendar drop down.

35. © 2012 IBM Corporation 3 rd Party Registration & Account Management 35 AMWG CR 2015-28 SMT functionality. Allow ESIIDs to be copied and pasted into the ESIID box on the Usage page.

36. © 2012 IBM Corporation 3 rd Party Registration & Account Management AMWG CR 2015-28 SMT functionality. Allow ESIIDs to be copied and pasted into the ESIID box on the Usage page 36 Existing Production Behavior Current functionality requires users to use the mouse to set the location to insert a comma after each ESIID. Text area doesn’t allow keyboard inputs

37. © 2012 IBM Corporation 3 rd Party Registration & Account Management AMWG CR 2015-28 SMT functionality. Allow ESIIDs to be copied and pasted into the ESIID box on the Usage page 37 Business Requirement Allow users the option of copying and pasting an ESIID (or a list of ESIIDs) and then adding commas to separate the ESIIDs using the keyboard. Allow keyboard input to the text area

38. © 2012 IBM Corporation 3 rd Party Registration & Account Management 38 AMWG CR 2015-29 3rd Party Access functionality. Allow 3rd parties the ability to utilize an API for on- demand data requests/extracts.

39. © 2012 IBM Corporation 3 rd Party Registration & Account Management AMWG CR 2015-29 3rd Party Access functionality. Allow 3rd parties the ability to utilize an API for on- demand data requests/extracts. 39 Business Requirement Allow 3rd parties the ability to utilize an API for on-demand data requests/extracts. 3 rd Party ODR request will work like HAN provision and de-provision. Flow of the Request will be 3 rd Party SMT TDSP SMT 3 rd Party

40. © 2012 IBM Corporation 3 rd Party Registration & Account Management Rough Order Of Magnitude (ROM) Effort Classification These are rough order of magnitudes and do not include project ramp-up and testing effort (SIT & UAT) and only assumes unit testing. Actual estimates could vary significantly depending on requirements. Ramp-up and testing would be 20 to 40% of the overall effort (needs minimum by in) Change TypeROM MINOR0 – 20 K SMALL20 – 40 K MEDUIM40 – 60 K HIGH60 – 120 K VERY HIGHOver 120 K

41. © 2012 IBM Corporation 3 rd Party Registration & Account Management ROM for CRs CR #DescriptionImpactROM AMWG CR 2015-19 User guide access on the SMT portal UI Portal change Minor AMWG CR 2015-20 3rd Party Access – updates for the View/Edit Customer Agreement page UI & database tableSmall AMWG CR 2015-21 Improve REP of Record (ROR) search criteria, used during the customer registration process Security, integration, database changesMedium AMWG CR 2015-22 Keep selected REP of Record (ROR) visible during customer registration UI, session information changeSmall AMWG CR 2015-23 When creating a new Business Account, allow entry of multiple ESI IDs during customer registration process. UI & table High AMWG CR 2015-24 3rd Party Access – Renew Energy Data Agreement after one year. UI & table Medium AMWG CR 2015-25 3rd Party User Experience – Add identifying data fields in the Report Request Status page UI, integration, ETL & database changesHigh AMWG CR 2015-26 SMT functionality. Display portal message when report cannot be displayed in the SMT page. UIMinor AMWG CR 2015-27 SMT functionality. Allow specific date entry on the Export Report screen UISmall AMWG CR 2015-28 SMT functionality. Allow ESIIDs to be copied and pasted into the ESIID box on the Usage page UIMinor AMWG CR 2015-29 3rd Party Access functionality. Allow 3rd parties the ability to utilize an API for on-demand data requests/extracts.Integration changeHigh