3rd Party Registration &Account Management3rd Party Registration &Account Management

JDOA Update To RMS

October 28, 2014

3rd Party Registration &Account Management3rd Party Registration &Account Management

Status of AMWG Change RequestsApproved by RMS

3rd Party Registration &Account Management3rd Party Registration &Account Management

Status of AMWG Change Requests

3

18 Total AMWG Change Requests 2 AMWG Change Requests Delivered Q2/Q3 2014

– AMWG CR 2013 016 – Delivered Q3 2014 and AMWG CR 2013 017 – Delivered Q2 2014– These 2 AMWG Change Requests were Already Covered by Efforts in Progress by SMT

to Relieve Market Requests Causing Significant Challenges to SMT Help Desk Ticket Volume, SMT Maintenance Backlog, and Infrastructure Resource Utilization

5 AMWG Change Requests Delivered in Q2 2014 – AMWG CR 2013 002, AMWG CR 2013 005, AMWG CR 2013 006, AMWG CR 2013 007,

and AMWG CR 2013 009– These 5 AMWG Change Requests are Covered by Reports Already Existing in Place

Internally to the SMT Joint TDSPs.– These Required Minimal Effort to Repurpose to the Market and are Zero Dollar Estimates– Minor Contract Revisions were Required with SMT Vendor to Publish These Existing

Reports Externally to the Market.

3rd Party Registration &Account Management3rd Party Registration &Account Management

Status of AMWG Change Requests

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3 AMWG Change Requests in Delivery for Q4 2014 with Third Party 11/3/14– AMWG CR 2013 012, AMWG CR 2013 013, and AMWG CR 2013 014– The SMT Usability Study Conducted in 2013 Identified Enhancements Approved for

Implementation to SMT– These 3 AMWG Change Requests are Covered by the Approved Enhancements

from the Usability Study and Were Already Targeted to be Delivered with Third Party 8 AMWG Change Requests in Process for SMT Joint TDSP Estimation

Process Step– AMWG CR 2013 001, AMWG CR 2013 003, AMWG CR 2013 004, AMWG CR 2013

008, AMWG CR 2013 010, AMWG CR 2013 011, AMWG CR 2013 015, AMWG CR 2014 018

– These 8 AMWG Change Requests are all New Requirements requiring New Development and are in Process of Estimation with the SMT Joint TDSPs as Resources are Available in 2014

3rd Party Registration &Account Management3rd Party Registration &Account Management

AMWG Change RequestAMWG CR Document

StatusEstimated Delivery

DateEstimated

Cost

AMWG CR 2013 001 – Report for AMWG Data Monitoring – Data Completeness Measurements

JDOA Estimate Started

2015 In Process

AMWG CR 2013 002 – Reports for AMWG Data Monitoring – Data Timeliness Measurements

Complete Q2 2014 Included in Maintenance Contract

AMWG CR 2013 003 – Reports for AMWG Data Monitoring – Measurement of Percentage of Actual Meter Reads

JDOA Estimate Started

2015 In Process

AMWG CR 2013 004 – Reports for AMWG Data Monitoring – Measurement of Estimates

JDOA Estimate Started

2015 In Process

AMWG CR 2013 005 – Reports for AMWG Data Monitoring – Number of SMT Help Desk Tickets Monthly by Ticket Type

Complete Q2 2014 Included in Maintenance Contract

AMWG CR 2013 006 – Reports for AMWG Data Monitoring – Availability of SMT API

Complete Q2 2014 Included in Maintenance Contract

AMWG CR 2013 007 – Reports for AMWG Data Monitoring – Availability of SMT FTPS

Complete Q2 2014 Included in Maintenance Contract

AMWG CR 2013 008 – Reports for AMWG Data Monitoring – Average Time to Deliver HAN Messages

JDOA Estimate Started

2015 In Process

AMWG CR 2013 009 – Reports for AMWG Data Monitoring – Number of Accounts by Type

Complete Q2 2014 Included in Maintenance Contract

AMWG CR 2013 010 – Reports for AMWG Data Monitoring – Number of Reports Requested by GUI (Portal) and Number of FTPS Accesses

JDOA Estimation

2015 In Process

AMWG / RMS Change Requests

AMWG CR 2013 0001

AMWG 2013 0002

AMWG 2013 003

AMWG 2013 004

AWMG 2013 005

AMWG 2013 006

AMWG 2013 007

AMWG 2013 008

AMWG 2013 009

AMWG 2013 010

3rd Party Registration &Account Management3rd Party Registration &Account Management

AMWG Change RequestAMWG CR Document Status Estimated Delivery Date

Estimated Cost

AMWG CR 2013 011 – Average Time from HAN Provision Request to Meter Ready Status

JDOA Estimate Started

2015 In Process

AMWG CR 2013 012 – Bypass redundant screen for Users with only one meter when accessing HAN device information

In Testing 11/3/2014Included in Third-Party

AMWG CR 2013 013 – Timeout on SMT takes user to “incorrect login” screen

In Testing 11/3/2014Included in Third-Party

AMWG CR 2013 014 – Allow SMT user to toggle between 15-Minute Reads and Daily Reads without having to reset the date range

In Testing 11/3/2014Included in Third-Party

AMWG CR 2013 015 – Expand Daily Usage Graph to show 35 days of daily usage on the SMT GUI

JDOA Estimate To Begin After 11/3/14

2015

Will Be Estimated After Third Party Release Implementation

AMWG CR 2013 016 – Capability for RORs to grant access to vendors on their behalf to the ROR’s customers via API (energy usage, HAN messaging , and HAN provisioning) and FTPS files

Complete Q3 2014Included in Maintenance Contract

AMWG CR 2013 017 – REP API for Energy Usage on SMT (Backfill of Historical Usage Data for Existing Customers- “Interim”)

See Below CR 2013 017 Permanent

Completed Interim

Q4 2013 Completed

AMWG CR 2013 017 – REP API for Energy Usage on SMT (Subscription for New Customer Historical Usage – “Interim”)

See Below CR 2013 017 Permanent

Completed Interim

Q2 2014Included in Maintenance Contract

AMWG CR 2013 017 – REP API for Energy Usage on SMT – Permanent Solution to Replace Interim Solution

JDOA Estimate To Begin After Q1 2015

2015

Will Be Estimated After New Infrastructure Implemented in Q1 2015

AMWG CR 2014 018 – Add Generation Data to the SMT Portal ViewJDOA Estimate To Begin After 11/3/14

2015

Will Be Estimated After Third Party Release Implementation

AMWG / RMS Change Requests (Cont.)

AMWG 2013 011

AMWG 2013 012

AMWG 2013 013

AMWG 2013 014

AMWG 2013 015

AMWG 2013 016

AMWG CR 2013 017

AMWG CR 2014 018

3rd Party Registration &Account Management3rd Party Registration &Account Management

Update on SMT’s 3rd Party Access System Development

3rd Party Registration &Account Management3rd Party Registration &Account Management

Third-Party Security Independent Review

1st Quarter 2nd Quarter

20133rd Quarter 4th Quarter

2014

Third-Party Customer Experience Review

SMT Customer Experience Changes

Third-Party Technical Design & Development

Security Validation

Additional Solution Requirements

Third-Party Solution SIT and UAT Testing

Third-Party Integration

Third Party and Usability Enhancements Project Schedule

8

Third-Party Design AMIT / SMT DO

Third-Party Volunteer Testers Technical Integration Sessions and Testing

Security Validation

SMT Design Assessment

Legend

Completed In Process Future Task

1st Quarter 2nd Quarter 3rd Quarter 4th Quarter

Third Party Market

Training

11/3/14Go Live

3rd Party Registration &Account Management3rd Party Registration &Account Management

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September 16, 2014 Houston Texas – COMPLETED – 88 Attendees from the Market– 27 in person and 61 via webex– Approximately 31 REP personnel and 54 Third Party personnel and 3 Other (PUCT/OPUC)

–Approximately 15 REP companies and 25 Third Party companiesSeptember 19, 2014 Lewisville/Dallas Texas – COMPLETED

– 74 Attendees from the Market– 15 in person and 59 via webex– Approximately 25 REP personnel and 49 Third Party personnel and 0 Other (PUCT/OPUC)

–Approximately 8 REP companies and 16 Third Party companies

Third Party and Usability Enhancements Training

3rd Party Registration &Account Management3rd Party Registration &Account Management

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October 28, 2014 Location ERCOT Room 206, 7620 Metro Center Drive, Austin Texas 78744 Time 1:00 PM to 5:00 PMWeb Conference: https://apps.na.collabserv.com/meetings/join?id=381-682 Dial In: 888-426-6840 Participant Code:  59114981 

November 11, 2014 – THIS DATE IS NOW WEB CONFERENCE ONLYTime 1:00 PM to 5:00 PMWeb Conference: https://apps.na.collabserv.com/meetings/join?id=381-682 Dial In: 888-426-6840 Participant Code:  59114981

Third Party and Usability Enhancements Training