Advanced Metering Advanced Metering Implementation TeamImplementation TeamCompletion Road Map Discussion

Through 2013 and Transitional Steady State

Revision DateDecember 6, 2011

Meeting Discussion Meeting Discussion

Meeting Discussion Objective:•Reviewed Lessons Learned•Review Priorities•Review remaining Business Requirements •Implement Release 4 of SMT•Kick Off Discussions for Single Source of Record for Central Data Repository•Propose modified working group structure for 2012•Review Market Needs for HAN, SMT, and Technical Support•Proposal for Operational Steady State

2

Existing Strategic RealignmentExisting Strategic Realignment

3

2007 thru Q3 2009

Q4 09 Q1 10 Q2 10 Q3 10 Q4 10 Q1 11 Q2 11 Q3 11 Q4 11 Q1 12

SMT Release 2.1

TDSP Pilots

Market Pilots

AEP HAN Integrate

SMT Issues & Lessons Learned

HAN Tactical Scope

SMT Tactical Scope

Settlement15 Min

SMT Release 1

SMT Release 2

HAN SMT Release 2 Customer

HAN SMT Release 1 REPs and TDSPs

AMIT Reqs / use casesH1 – H3

SMT Release 3.0

Third Party Access to Energy Data Strategy

4

Current State: Projects & StrategyCurrent State: Projects & Strategy

AMIT Reqs/use casesM1 – M3

RAAWGRAAWG

5

OMWGOMWGSMT Ops Strategy SMT and HAN Operations

Define Enhanced Gov Model

Security Monitoring and Operations

2007 thru Q3 2009

Q4 09 Q1 10 Q2 10 Q3 10 Q4 10 Q1 11 Q2 11 Q3 11 Q4 11 Q1 12

HAN Interim Support Model

SWGSWG

SMT Content and FAQs

Current State: Operational SupportCurrent State: Operational Support

2012 Roadmap & Working Group 2012 Roadmap & Working Group StructureStructure

• Two Major Areas of Focus:– Projects– Operations

• Existing OMWG & RAAWG folded under Operations

• Existing PSWG folded under Projects• Security Working Group Ongoing• Create Task Force for specific tasks• Create AMS Technical Support Group (HAN &

SMT)

6

Q4 11 Q1 12 Q2 12 Q3 12 Q4 12 Q1 13

SMT / HAN Strategic Final PSWG ReleasesDesigns

SMT / HAN Strategic Final PSWG ReleasesDeployments

Open Items For Consideration

•Third Party Access Enhancements•HAN Enhancements•On Request Meter Readings•Federation•Outage Management•Events•Mobile App•Security – Customer Asset Registry•Security - Customer Access •ADA Enhancements•Demand Response•Change Requests 7

Remaining Priorities: ProjectsRemaining Priorities: Projects

SMT Strategic Scope and Requirements

Third Party Phase 1

Low Income HAN Deploy

HAN FutureSEP 2.0

HAN Strategic Scope and Requirements

Q4 11 Q1 12 Q2 12 Q3 12 Q4 12 Q1 13

Low Income HAN Deploy

HAN FutureSEP 2.0

HAN Strategic Scope and Requirements

Third Party Design

SMT Strategic Scope and Requirements

Third Party Phase 1

EXAMPLE ONLY For Discussion

Third Party Deploy

On Request Design

On Request Deploy

Federation Design

Federation Deploy

Mobile App Design

Mobile App Deploy

Open Items For Consideration

•Third Party Access Enhancements•HAN Enhancements•On Request Meter Readings•Federation•Outage Management•Events•Mobile App•Security – Customer Asset Registry•Security - Customer Access •ADA Enhancements•Demand Response•Change Requests

8

Roadmap: ProjectsRoadmap: Projects

OWG

SMT and HAN Operations

Security Monitoring and Operations

Consumer Ed Strat

Promo Strat

Market Ed Strat

Deploy Education

Deploy Promotion

Enhance SMT Support

Enhance SMT Help Desk

Q4 11 Q1 12 Q2 12 Q3 12 Q4 12 Q1 13

HANTask Force

HAN Operational Support Model

HAN Operations Enhancements, Refinement and Final State

SWG

HAN Technical Use Cases and End to End Testing Model

Integrated HAN Pilots Lessons Learned

Education Task Force

AMIT Handbook Task Force

Framework Docs

Rev 1 Handbook

Update Handbook

9

Roadmap: Operational SupportRoadmap: Operational Support

Roadmap: AMS Technical SupportRoadmap: AMS Technical Support

• Market needs integrated approach to the AMS Environment for Technical Support

• Includes HAN & SMT• Work includes but not limited to:– HAN & SMT Starter Kits– User Guides– Support Structure

10

Q4 11 Q1 12 Q2 12 Q3 12 Q4 12 Q1 13 Q2 13 Q3 13 Q413 Q1 14

HAN Task Force

11

Roadmap: HAN Task ForceRoadmap: HAN Task Force

HAN Operational Support Model

HAN Operations Refinements to Final Steady State

Integrated HAN Pilots Lessons Learned

HAN Technical Use Cases and End to End Testing Model

HAN National Standards Alignment, Documentation and Communication

HAN Strategic Vision for Texas Market

Roadmap: AMIT HandbookRoadmap: AMIT Handbook

12

AMIT Handbook Task Force

Framework Docs

Rev 1 Handbook

Update Handbook

Q4 11 Q1 12 Q2 12 Q3 12 Q4 12 Q1 13 Q2 13 Q3 13 Q413 Q1 14

AMS Handbook Components:

•Project 34610 Narrative•TDU Final Orders & Deployment Plans•TDU HAN Operational Manual•HAN Starter Kit (APIs)•HAN Operational Guide•HAN BRs, Assumptions, etc.•SMT Starter Kit (APIs)•SMT Operational Guide•SMT BRs, Assumptions, etc.•Third Party Starter Kit•Third Party Operational Guide•Customer Starter Kit

Security Working Group

Projects Projects Working GroupWorking Group

Education Education Task ForceTask Force

13

AMIT 2012 Working Group StructureAMIT 2012 Working Group Structure

OperationsOperationsWorking GroupWorking Group

AMIT Handbook AMIT Handbook Task ForceTask Force

HAN HAN Task ForceTask Force

ERCOTERCOT

Technical Technical Support Task Support Task

ForceForce

AMIT Steering AMIT Steering CommitteeCommittee

AMIT StrategyAMIT Strategy

PUCTPUCT

strategy

Budgeting

Transition Framework Design Revisions

Transition Framework Implementation - Thru 2013

Q4 11 Q1 12 Q2 12 Q3 12 Q4 12 Q1 13 Q2 13 Q3 13 Q413 Q1 14

Demand Response Alternatives

14

Roadmap: AMIT StrategyRoadmap: AMIT Strategy

Transition Framework Design, Review, and Approval

Transition Framework Model Development

HAN National Standards Alignment, Documentation and Communication

HAN Strategic Vision for Texas Market

Pilots & Functionality for 2012 & Beyond

HAN Task Force

2012 Completion Roadmap2012 Completion Roadmap

January AMIT Meeting:•Propose a Web Ex Introduce the 2012 Working Group Strategy– Follow up with new Charters for the Working

Groups– Introduce Working Group Leads

15