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SMT Update To AMWG

This update provides instructions for requesting historical usage data backfill and subscribing to automated reports for new customer enrollments.

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SMT Update To AMWG

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  1. SMT Update To AMWG August 26, 2014

  2. AMWG CR017 ROR Historical Usage Backfill Requests and ROR Subscription for Automated New Enrollment Customer Historical Usage Interim Solution Instructions

  3. AMWG Change Request 2013-17 • Requirements outlined in Change Request approved by RMS • ROR Backfill of Historical Usage Data for Existing Customers - Ability for the REP of Record to request a one-time retrieval of historical interval usage data (up to 12 months) for some or all of its existing customer base (backfill requests) • ROR Subscription for Automated New Enrollment Customer Historical Usage -Ability for the REP of Record to subscribe to automatically receive one-time reports of historical interval usage data (up to 12 months) for each customer/ESIID that is newly served by them (new enrollments)

  4. ROR Historical Usage Backfill Requests Interim Solution

  5. Historical Usage Backfill Requests Interim Solution Submit: REP of Record requests a one-time report of historical usage data. The request may be for 15-minute interval usage data (up to 12 months), daily usage data (up to 12 months) ,or monthly usage data (up to 12 months). Input: ROR request form and a listing of requested ESIIDs for existing customers Output: Delivery format for 15-minute interval usage data: LSE or Delivery format for daily usage data: CSV or Delivery format for monthly usage: CSV

  6. Historical Usage Backfill Requests Interim Solution Process Steps • ROR contacts the Help-Desk via email (Support@Smartmetertexas.com) or phone to create a ticket for historical usage backfill report • ROR downloads the SMT historical usage backfill request form from AMWG or the SMT help desk sends the historical usage backfill request form to the ROR • ROR utilizes SMT request form to request historical backfill usage for existing customers to include following information: • DUNS No (may include more than 1 DUNS number) • Start & End date • Report Type (15 min interval or Daily or Monthly) • RORs include with the request form a list of ESIIDs in a separate CSV file • SMT will place the request in the ad hoc report request queue and will execute the job at the most optimized time e.g. after hours & weekends • SMT will place the historical usage report on the SMT FTPS site in the appropriate ROR folder • SMT will inform the ROR once the file has been placed on the SMT FTPS site • SMT will keep the file for 5 days on the SMT FTPS site and after those 5 days it will be deleted

  7. ROR REQUEST FORM FOR HISTORICAL BACKFILL REPORT (EXISTING CUSTOMERS) Form May be Emailed to Support@Smartmetertexas.com ESIIDs List Attached All

  8. Estimated Turnaround Time For Historical Usage Backfill Requests Interim Solution Updated 8/1/2014 Parameter Estimates for Interim Solution For 1,000 ESIIDs for 6 months of interval data – apprx 2 - 4 days* For 100,000 ESIIDs for 6 months of interval data – apprx 2 weeks* Due to the SMT Infrastructure Refresh Project status, requests for over 6 months of historical backfill data will be processed only as resources become available and can potentially take many weeks to fulfill. * These are estimates only and actual will be dependent on the system load, other request, environmental constraints etc.

  9. ROR Subscription for Automated New Enrollment Customer Historical Usage Interim Solution

  10. Subscription For Automated New Enrollment Customer Historical Usage Interim Solution ROR contacts the SMT Help-Desk by phone 1-888-616-5859 or via email Support@Smartmetertexas.com to create a ticket to subscribe for automated new customer enrollment historical usage Day 0 Create the SMT change ticket to initiate the Subscription for the New Customer Enrollment report and attach proper authorization. ROR activity START Day 0 SMT activity Create the change ticket for bulk report and attach that authorization email as a reference Create the change ticket for bulk report and attach that authorization email as a reference Create the change ticket for bulk report and attach that authorization email as a reference Create the change ticket for bulk report and attach that authorization email as a reference 1-2 days Business days from previous milestone x days The SMT help desk sends the subscription request form to the ROR. The form will also be available for retrieval from the ERCOT AMWG website location. The ROR fills in the request form and returns to the SMT Help Desk Day 0 Enable Enrollment Report Job for ROR requested DUNs END 1-3 days SMT Help desk creates a ticket and assigns it to SMT Maintenance team 1 day Close the ticket if no response within 10 days after 2 reminders END SMT performs validation of requested information Send email notification to ROR to confirm subscription for new customer enrollment history is ready to be enabled After confirmation receipt back from ROR new customer enrollment history files will flow to the ROR FTP site daily. 1 day 1-10 days NO Close the Help Desk tickets SMT validates proper authorization of the request 1st Reminder communication (after 5 business days) 2ndReminder follow up communication (after 5 business days) Authorized? . YES No Authorization Received or Requested Information Missing

  11. 6 months 12 months ROR REQUEST FORM SUBSCRIPTION FOR AUTOMATED NEW ENROLLMENT CUSTOMER HISTORICAL USAGE

  12. FTPS Access – ROR New Enrollment Customer Historical Usage • The new customer enrollment historical information will be placed in a separate file under each DUNS number. • The files will be held for 10 days prior to deletion • There can be up to 100 records in a file • File naming conventions: • EnrollmentReport_MonthlyMeterUsage_DATETIME.CSV.FileNUM.REPDUNSNumber • EnrollmentReport_DailyMeterUsage_DATETIME.CSV.FILENUM.REPDUNSNUMBER • EnrollmentReport_IntervalMeterUsage_DATETIME.LSE.FILENUM.REPDUSNNUMBER

  13. Status Update of AMWG Change Requests Approved by Retail Market Subcommittee (RMS)

  14. Status of AMWG Change Requests • 17 Total AMWG Change Requests • 3 AMWG Change Requests in Delivery for Q4 2014 with Third Party • 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 • 2 AMWG Change Requests Targeted for Delivery Q2/Q3 2014 • AMWG CR 2013 016 – 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

  15. Status of AMWG Change Requests • 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. • 7 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, and AMWG CR 2013 015 • These 7 AMWG Change Requests are all New Requirements requiring New Development and will be in Process of Estimation with the SMT Joint TDSPs as Resources are Available in 2014

  16. AMWG / RMS Change Requests

  17. AMWG / RMS Change Requests (Cont.)

  18. Update on AMWG CR016 Capability for RORs to Grant Access to SMT APIs and SMT FTPS to Vendors on Their Behalf

  19. LSE Interval Data Historical Backfill Ad Hoc Usage Reports Subscription New Customer HAN ROR REQUEST FORM FOR VENDOR ON BEHALF API & FTP ACCESS

  20. SMT Change Request Discussion

  21. Update on SMT’s 3rd Party Access System Development

  22. Project Schedule 1st Quarter 2nd Quarter 3rd Quarter 4th Quarter 2014 2013 1st Quarter 2nd Quarter 3rd Quarter 4th Quarter Third-Party Design AMIT / SMT DO Security Validation Third-Party Security Independent Review SMT Design Assessment Security Validation Third-Party Customer Experience Review Additional Solution Requirements SMT Customer Experience Changes Third-Party Technical Design & Development Third-Party Volunteer Testers Technical Integration Sessions and Testing Third-Party Market Integration / Instruction Webinars Legend Third-Party Solution SIT and UAT Testing Future Task In Process Completed Third-Party Implementation

  23. Review Monthly SMT Reports to AMWGData Through July 2014

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