SMT R4.3 3 rd Party Business Process & Storyboard Design 03/04/2013

1. SMT R4.3 3rd Party Business Process & Storyboard Design03/04/2013

2. Business Process Map Processes SMT Account Registration P1A Residential Customer registers for a new SMT Account P1B Business Customer registers for a new SMT Account P2 3rd Party registers for a new SMT Account 3rd Party Agreement Invitation P3 3rd Party initiates Energy Data agreement P4 3rd Party initiates HAN Services agreement P5 3rd Party initiates HAN Device agreement 3rd Party Agreement Acceptance/Rejection P6 Customer accepts invite for 3rd Party agreement P7 Customer rejects invite 3rd Party agreement 3rd Party Agreement Management P8 Customer views and manages 3rd Party agreements P9 3rd Party views and manages Customer agreements P10A 3rd Party accesses Customer energy data P10B 3rd Party accesses Customer HAN Devices SMT 3rd Party Reporting SMT Portal Registration Statistics TDSPs and Regulatory officials view history of reports being run on Customers’ usage data SMT Full UI Experience RES/Business 3rd Party FTP API 3rd Party API Email Consumer’s Email 3rd Party’s Email 2 IBM Global Business Services | Confidential

3. Table of Contents

4. Prerequisites for SMT Account Registration Residential Customer Account Business Customer Account 3rd Party Account 4 IBM Global Business Services | Confidential

5. SMT Account Assumptions Residential Customer Account Business Customer Account 3rd Party Account Retail Electric Provider (ROR) Account 5 IBM Global Business Services | Confidential

6. SMT Account Business Rules 6 IBM Global Business Services | Confidential

7. Business Process:P1A: Residential Customer registers for a new SMT account • Primary Storyboard • P1A.1 Customer navigates to SMT public unauthenticated website • P1A.2 Customer completes and submits Residential account registration form. Customer must specify • - Customer name - Email address - ESIID - Meter number - Retail Electric Provider (ROR)Customer must accept terms and conditions • P1A.3 SMT emails temporary password to Customer • P1A.4 Customer logins into SMT and changes temporary password and sets security question and answer • P1A.5 SMT creates Account Authorization Code • P1A.6 SMT presents the authenticated website • a) If there is a pending Energy Data or HAN Services agreement, SMT presents an Agreement acceptance page • b) Else, SMT presents authenticated landing page SMT P1A.1 P1A.2 P1A.4 P1A.5 Full UI Experience RES/Business 3rd Party FTP 3rd Party API API Email P1A.3 Consumer’s Email 3rdParty’s Email 7 IBM Global Business Services | Confidential

8. P1A - Residential Customer Registers for SMT AccountCustomer navigates to SMT public unauthenticated website P1A.1

9. P1A - Residential Customer Registers for SMT AccountCustomer selects type of Smart Meter account P1A.2

10. Welcome, Tom Log Out P1A - Residential Customer Registers for SMT AccountCustomer completes and submits Residential account registration form P1A.2 Register Customer must specify Retail Electric Provider Hyperlink presents a popup window to search and select Retail Electric Provider Optionally, Customer can enter the last 9 characters of ESIID

11. P1A - Residential Customer Registers for SMT AccountCustomer completes and submits Residential account registration form • Search link on Residential and Non-residential user pages will present ROR search pop-up window • User can enter a search string and click “Search” • User can click “Cancel” to return to close window Find Your Current Retail Electric Provider Type the name of the Retail Electric Provider R* Or Select a letter to find Retail Electric Provider in the list # A B C D E F G H I JK L M N O P Q R S T U V W X Y Z Search • Help: To Find your Retail Electric Provider, you will need to perform the following: • Type the name of the Retail Electric Provider and click Search. You may use an asterisk (*) as a wildcard search as long as you have at least one character before the asterisk. • Or • Click on the first letter of the Retail Electric Provider from the alphabet. • [Hide Help] Cancel 11 IBM Confidential

12. P1A - Residential Customer Registers for SMT AccountCustomer completes and submits Residential account registration form Find Your Current Retail Electric Provider Type the name of the Retail Electric Provider R* Or Select a letter to find Retail Electric Provider in the list # A B C D E F G H I JK L M N O P Q R S T U V W X Y Z • Search results will be displayed at the bottom of the page • User can select a company name and click “Select” to close window and populate ROR name field on registration page with the selected value • User can click “Cancel” to close window Search • Help: To Find your Retail Electric Provider, you will need to perform the following: • Type the name of the Retail Electric Provider and click Search. You may use an asterisk (*) as a wildcard search as long as you have at least one character before the asterisk. • Or • Click on the first letter of the Retail Electric Provider from the alphabet. • [Hide Help] Select Cancel 12 IBM Confidential

13. P1A - Residential Customer Registers for SMT AccountSMT presents registration confirmation page P1A.2

14. P1A - Residential Customer Registers for SMT AccountSMT emails temporary password to Customer P1A.3 Smart Meter Texas Approval Granted – New Residential Account 03/15/2012 10:15 From: Smart Meter Texas Team <SMTAdmin@smartmetertexas.com>, To: <<Approved Residential Customer>> Cc: SMART METER ‾‾‾‾‾‾ TEXASTM ‾‾‾‾‾‾ A verysmart wayfor Texans to manage electricity! You’ve been approved to access Smart Meter Texas. Your request for access to Smart Meter Texas (SMT) has been approved. By <<mm/dd/yy>> [mm/dd/yy = today + 14 calendar days], you must finish setting up your Smart Meter Texas account or your account will be deleted and you will have to re-register. Follow these steps to complete setup: 1. Access the Smart Meter Texas web site at <<public url>> 2. Log In using this temporary password: <<temp pswd>> 3. Change your password 4. Select a security question After you complete registration, you will see your Home page for the Smart Meter Texas web site. Click on the Usage tab to start seeing your electricity usage. Explore other parts of your web site and learn more! If you have questions, you may contact the Smart Meter Texas Help Desk at 1-888-616-5859. Regards, Smart Meter Texas Team For help on this or other topics, please visit our website: https://www.smartmetertexas.com/CAP/public/learn_more/learn_more_overview.html You can also access the User Guide and other Help topics by logging on to: https://www.smartmetertexas.com/CAP/public and clicking the “Help” tab *** Please do not reply to this automated message – this was sent by an email address that cannot accept replies.

15. P1A - Residential Customer Registers for SMT AccountCustomer logs into SMT with login and temporary password P1A.4

16. P1A - Residential Customer Registers for SMT AccountCustomer changes temporary password P1A.4

17. P1A - Residential Customer Registers for SMT AccountCustomer sets security question and answer P1A.5 P1A.4 SMT will create an Account Authorization Code after security question and answer have been set

18. Welcome, Chris Log Out P1A - Residential Customer Registers for SMT AccountIf there is a pending Energy Data or HAN Services agreement, SMT presents an Agreement acceptance page P1A.6 3rd Party Privacy Policy: <Privacy Policy URL> 3rd Party Website: <3rd Party Website URL> 3rd Party Customer Rating: <Rating> Click here to review rating details Comments: <optional 3rd Party comments> Customer First Name: <customer first name> Customer Middle Initial: <customer middle initial> Customer Last Name: <customer last name> Customer Address: <customer address> Customer Email Address: <customer email> Customer Phone #: <customer phone #> ESIID: <ESIID> (mask all but last seven) You have until <expiration date of invitation> to accept this invitation. After that date, the invitation will be voided. Please click “Accept” to complete the acceptance process. By accepting this invitation, you are authorizing <3rd Party name> to perform the indicated services. Click to Review the Smart Meter Texas Security & Privacy Policy By clicking “Accept” you are agreeing to the Smart Meter Texas Terms of Service. Clicking the “Accept” or “Reject” button will take you to the Smart Meter Texas website to complete the process. Regards, Smart Meter Texas Team Have a question about Smart Meter Texas? Click here to view our FAQs. Home | My Account | Usage | Notices | Help My Smart Meters 3rd Party Agreements HAN Devices My Friend’s Meters My Profile My Friends Invitation for an Energy Data Agreement This is an invitation from <3rd Party> for an Energy Data Agreement for you to review and accept/reject. <3rd Party name> would like to initiate an Energy Data Agreement. Agreement # <XXXXXXXXXXX> •This Agreement is for <duration>. •You may extend or terminate this agreement any time before the agreement expires. •This agreement allows < 3rd Party name> to see and download your energy usage, meter and premise information. •Your energy usage data can be seen and downloaded in 15 minute increments, daily increments or monthly increments. Neither Smart Meter Texas nor any regulatory agency has reviewed <3rd Party name>’s privacy policy. You are encouraged to review the terms of their privacy policy before accepting this agreement, so you can understand how <3rd Party name> collects, uses and shares your information. <Their privacy policy can be viewed at: link> or <The Privacy Policy has not been provided.> Neither Smart Meter Texas, your Transmission/Distribution Service Provider, nor your Retail Electric Provider is responsible for the privacy statements, practices, or policies of any 3rd Party you grant access to your smart meter data. 3rd Company Name: <3rd Party name> 3rd Party Email: <3rd Party email> 3rd Party Phone Number: <3rd Party phone number> 3rd Party Contact: <3rd Party contact> Accept Reject Click Accept to enter an Energy Data Agreement with <3rd Party name>

19. P1A - Residential Customer Registers for SMT AccountIf there is a pending Energy Data or HAN Services agreement, SMT presents an Agreement acceptance page (continued) P1A.6 The Smart Meter Texas 3rd Party program allows a 3rd Party, after obtaining your permission, to obtain and use your Smart Meter Energy Data. As a customer, you own your smart meter data and do not have to grant access to any 3rd Party. Marketing Policies may vary from 3rd Party to 3rd Party. A 3rd Party may market their products and/or services to you regardless of whether or not you choose to grant them access to your smart meter data. Granting access to your smart meter data may enable a 3rd Party to match their product or service with your energy needs. By approving a 3rd Party’s access to your smart meter energy data you are granting them permission to access your service address, , Electric Service Identifier (ESIID), and 15-minute electricity usage data, on a continual basis through Smart Meter Texas, until the agreement expires or you revoke access. Please note: Any business relationship with a 3rd Party is solely between you and the 3rd Party to whom you grant authorization to access and use your energy data.

20. Welcome, Chris Log Out P1A - Residential Customer Registers for SMT AccountIf Customer accepts 3rd Party Agreement, SMT presents Agreement confirmation page P1A.6 Home | My Account | Usage | Notices | Help My Smart Meters 3rd Party Agreements HAN Devices My Friend’s Meters My Profile My Friends • 3rd Party Agreement Accepted • You have successfully accepted an Energy Data agreement with <3rd party name> • You will receive a confirmation e-mail. • The 3rd party will receive notification of your agreement acceptance. My Account / My 3rd Party Agreements / Edit Agreement / Agreement Accepted

21. Welcome, Chris Log Out P1A - Residential Customer Registers for SMT AccountIf there is no pending Agreement, SMT presents authenticated landing page P1A.6 Existing design,no changes required Home | My Account | Usage | Notices | Help Welcome Share Your Testimonial FAQs Security Terms and Conditions Contact Us About Us Welcome to Smart Meter Texas (SMT) Get started... Now that you are into your account, you can perform several tasks. Manage Your Account... Click the My Account tab to manage your account and update your user profile. View HAN Devices... Click the My Account tab and then Select HAN Devices to view the HAN Devices that have been added to your Smart Meters. Manage 3rd Party Agreements… Click My Accounts and then select 3rd Party Agreements to manage agreements you have established with 3rd Parties. View Usage Data... Click the Usage tab to view the electricity usage reports for any of your Smart Meters. Read Notifications... Click the Notices tab to view messages related to the SMT web site. Get Help... Click the Help tab to get help and instructions on how to use the SMT web site features. Be Texas Energy Smart!

22. Welcome, Chris Log Out P1A - Residential Customer Registers for SMT AccountCustomer navigates to My Account / My Profile Existing design,no changes required Home | My Account | Usage | Notices | Help My Smart Meters HAN Devices My Friend's Smart Meters My Profile My Friends My Profile Personal Information *First Name: Chris Middle Initial: A *Last Name: Akin Suffix: O Phone: -- *Account email address: chrisakin@hotmail.com *Language Preference: English Security UserID: CHRISAKIN Password: Security Question: What street did you leave on in 3rd grade? Security Question Answer: Mouseover text:Changing your Account Authorization Code will prevent 3rd Parties from initiating an agreement invitation to you with a previous code“ Change Password Change Security Edit Profile Manage Account Authorization Code 4Pdf3SVCK Change Account Authorization Code Customer can change Account Authorization Code at any time

23. Welcome, Chris Log Out P1A - Residential Customer Registers for SMT AccountCustomer changes Account Authorization Code Existing design,no changes required Home | My Account | Usage | Notices | Help My Smart Meters HAN Devices My Friend's Smart Meters My Profile My Friends My Profile > Account Authorization Code Change Account Authorization Code * Enter new Account Authorization Code Customer can change Account Authorization Code at any time Change Account Authorization Code Canel

24. Welcome, Chris Log Out P1A - Residential Customer Registers for SMT AccountCustomer SMT present confirmation page Existing design,no changes required Home | My Account | Usage | Notices | Help My Smart Meters HAN Devices My Friend's Smart Meters My Profile My Friends My Profile > Account Authorization Code Change Account Authorization Code Account Authorization Code change has been submitted successfully An email notification will be sent to the Customer each time the Account Authorization Code is changed OK

25. Business Process:P1B: Business Customer registers for a new SMT account • Primary Storyboard • P1B.1 Customer navigates to SMT public unauthenticated website • P1B.2 Customer completes and submits Business account registration form. Customer must specify - Business name - Address - Email address - ESIID - Meter number - Retail Electric Provider (ROR)Customer must enter personal information and accept terms and conditions • P1B.3 SMT emails temporary password to Customer • P1B.4 Customer logins into SMT and changes temporary password and sets security question and answer • P1B.5 SMT creates Account Authorization Code • P1B.6 SMT presents the authenticated website • a) If there is a pending Energy Data or HAN Services agreement, SMT presents an Agreement acceptance page • b) Else, SMT presents authenticated landing page SMT P1B.1 P1B.2 P1B.4 P1B.5 Full UI Experience RES/Business 3rd Party FTP 3rd Party API API Email P1B.3 Admin and user registrations against existing Businesses will follow the same model as all non-residential accounts Consumer’s Email 3rdParty’s Email 25 IBM Global Business Services | Confidential

26. P1B - Business Customer Registers for SMT AccountCustomer navigates to SMT public unauthenticated website P1B.1

27. P1B - Business Customer Registers for SMT AccountCustomer selects type of Smart Meter account P1B.2

28. Welcome, Tom Log Out P1B - Business Customer Registers for SMT AccountCustomer provides business information P1B.2 Register Home > Select Account Type > Create a Business Account – Step 1 of 2 You are creating a New Business Account to represent your company. If your meter number starts with a letter, please enter the number without the letter. * Indicates a required field Hyperlink presents a popup window to search and select Retail Electric Provider Customer must specify Retail Electric Provider * Retail Electric Provider: * ESIID (Enter full ESIID or last 9 characters) * Meter Number Search for Retail Electric Provider Optionally, Customer can enter the last 9 characters of ESIID

29. P1B - Business Customer Registers for SMT AccountCustomer provides personal information P1B.2 Register Home > Select Account Type > Step 1 Create a Business Account – Step 2 of 2 < Previous Finish Cancel

30. P1B - Business Customer Registers for SMT AccountRegistration Request Confirmation P1B.2

31. P1B - Business Customer Registers for SMT AccountSMT emails temporary password to Customer P1B.3 Smart Meter Texas Approval Granted – New Non-Residential Entity From: Smart Meter Texas Team <SMTAdmin@smartmetertexas.com>, To: <<Non-Residential Admin1>> Cc: SMART METER ‾‾‾‾‾‾ TEXASTM ‾‾‾‾‾‾ A verysmart wayfor Texans to manage electricity! Your new non-residential entity has been approved to access Smart Meter Texas. Your request for access to Smart Meter Texas (SMT) has been approved. By <<mm/dd/yy>> [mm/dd/yy = today + 14 calendar days], you must finish setting up your Smart Meter Texas account or your account will be deleted and you will have to re-register. Follow these steps to complete setup: 1. Access the Smart Meter Texas web site at <<public url>> 2. Log In using this temporary password: <<temp pswd>> 3. Change your password 4. Select a security question After you complete registration, you will see your Home page for the Smart Meter Texas web site. Click on the Usage tab to start seeing your electricity usage. Explore other parts of your web site and learn more! If you have questions, you may contact the Smart Meter Texas Help Desk at 1-888-616-5859. Regards, Smart Meter Texas Team For help on this or other topics, please visit our website: https://www.smartmetertexas.com/CAP/public/learn_more/learn_more_overview.htmlYou can also access the User Guide and other Help topics by logging on to: https://www.smartmetertexas.com/CAP/public and clicking the “Help” tab *** Please do not reply to this automated message – this was sent by an email address that cannot accept replies

32. P1B - Business Customer Registers for SMT AccountCustomer logins into SMT with temporary password P1B.4

33. P1B - Business Customer Registers for SMT AccountCustomer changes temporary password P1B.4 Help: • Password must contain at least 6 characters. • Password cannot exceed 24 characters. • Password can only contain letters and numbers. • Password cannot contain the User ID. • [Hide Help] Mouseover Text: You should provide current or temporary password You should provide new password. You should provide confirmation password.

34. P1B - Business Customer Registers for SMT AccountCustomer sets security question and answer P1B.5 P1B.4 SMT will create an Account Authorization Code after security question and answer have been set

35. Welcome, Chris Log Out • For Business Customers, the agreement invitation email will be sent to the email address in the Business profile • The first pending Agreement invitation will be presented to the first Admin upon completing an SMT Business Account registration P1B - Business Customer Registers for SMT AccountIf there is a pending Energy Data or HAN Services agreement, SMT presents an Agreement acceptance page P1B.6 3rd Party Privacy Policy: <Privacy Policy URL> 3rd Party Website: <3rd Party Website URL> 3rd Party Customer Rating: <Rating> Click here to review rating details Comments: <optional 3rd Party comments> Customer First Name: <customer first name> Customer Middle Initial: <customer middle initial> Customer Last Name: <customer last name> Customer Address: <customer address> Customer Email Address: <customer email> Customer Phone #: <customer phone #> ESIID: <ESIID> (mask all but last seven) You have until <expiration date of invitation> to accept this invitation. After that date, the invitation will be voided. Please click “Accept” to complete the acceptance process. By accepting this invitation, you are authorizing <3rd Party name> to perform the indicated services. Click to Review the Smart Meter Texas Security & Privacy Policy By clicking “Accept” you are agreeing to the Smart Meter Texas Terms of Service. Clicking the “Accept” or “Reject” button will take you to the Smart Meter Texas website to complete the process. Regards, Smart Meter Texas Team Have a question about Smart Meter Texas? Click here to view our FAQs. Home | My Account | Usage | Notices | Help My Smart Meters 3rd Party Agreements HAN Devices My Friend’s Meters My Profile My Friends Invitation for an Energy Data Agreement This is an invitation from <3rd Party> for an Energy Data Agreement for you to review and accept/reject. <3rd Party name> would like to initiate an Energy Data Agreement. Agreement # <XXXXXXXXXXX> •This Agreement is for <duration>. •You may extend or terminate this agreement any time before the agreement expires. •This agreement allows < 3rd Party name> to see and download your energy usage, meter and premise information. •Your energy usage data can be seen and downloaded in 15 minute increments, daily increments or monthly increments. Neither Smart Meter Texas nor any regulatory agency has reviewed <3rd Party name>’s privacy policy. You are encouraged to review the terms of their privacy policy before accepting this agreement, so you can understand how <3rd Party name> collects, uses and shares your information. <Their privacy policy can be viewed at: link> or <The Privacy Policy has not been provided.> Neither Smart Meter Texas, your Transmission/Distribution Service Provider, nor your Retail Electric Provider is responsible for the privacy statements, practices, or policies of any 3rd Party you grant access to your smart meter data. 3rd Company Name: <3rd Party name> 3rd Party Email: <3rd Party email> 3rd Party Phone Number: <3rd Party phone number> 3rd Party Contact: <3rd Party contact> Accept Reject Click Accept to enter an Energy Data Agreement with <3rd Party name>

36. P1B - Business Customer Registers for SMT AccountIf there is a pending Energy Data or HAN Services agreement, SMT presents an Agreement acceptance page (continued) P1B.6 The Smart Meter Texas 3rd Party program allows a 3rd Party, after obtaining your permission, to obtain and use your Smart Meter Energy Data. As a customer, you own your smart meter data and do not have to grant access to any 3rd Party. Marketing Policies may vary from 3rd Party to 3rd Party. A 3rd Party may market their products and/or services to you regardless of whether or not you choose to grant them access to your smart meter data. Granting access to your smart meter data may enable a 3rd Party to match their product or service with your energy needs. By approving a 3rd Party’s access to your smart meter energy data you are granting them permission to access your service address, , Electric Service Identifier (ESIID), and 15-minute electricity usage data, on a continual basis through Smart Meter Texas, until the agreement expires or you revoke access. Please note: Any business relationship with a 3rd Party is solely between you and the 3rd Party to whom you grant authorization to access and use your energy data.

37. Welcome, Chris Log Out P1B - Business Customer Registers for SMT AccountIf Customer accepts 3rd Party Agreement, SMT presents Agreement confirmation page P1B.6 Home | My Account | Usage | Notices | Help My Smart Meters 3rd Party Agreements HAN Devices My Friend’s Meters My Profile My Friends • 3rd Party Agreement Accepted • You have successfully accepted an Energy Data agreement with <3rd party name> • You will receive a confirmation e-mail. • The 3rd party will receive notification of your agreement acceptance. My Account / My 3rd Party Agreements / Edit Agreement / Agreement Accepted • For Business Customers, the agreement invitation email will be sent to the email address in the Business profile • 3rd Party email address specified in the Agreement invitation will be copied on the confirmation email

38. Welcome, Chris Log Out P1B - Business Customer Registers for SMT AccountIf there is no pending Agreement, SMT presents authenticated landing page P1B.6 Home | My Account | Usage | Notices | Help Welcome Share Your Testimonial FAQs Security Terms and Conditions Contact Us About Us Welcome to Smart Meter Texas (SMT) Get started... Now that you are into your account, you can perform several tasks. Manage Your Account... Click the My Account tab to manage your account and update your user profile. View HAN Devices... Click the My Account tab and then Select HAN Devices to view the HAN Devices that have been added to your Smart Meters. Manage 3rd Party Agreements… Click My Accounts and then select 3rd Party Agreements to manage agreements you have established with 3rd Parties. View Usage Data... Click the Usage tab to view the electricity usage reports for any of your Smart Meters. Read Notifications... Click the Notices tab to view messages related to the SMT web site. Get Help... Click the Help tab to get help and instructions on how to use the SMT web site features. Be Texas Energy Smart!

39. Welcome, Chris Log Out P1B - Business Customer Registers for SMT Account Customer navigates to My Account / My Profile Existing design,no changes required Home | My Account | Usage | Notices | Help My Smart Meters HAN Devices My Friend's Smart Meters My Profile My Friends My Profile Personal Information *First Name: Chris Middle Initial: A *Last Name: Akin Suffix: O Phone: -- *Account email address: chrisakin@hotmail.com *Language Preference: English Security UserID: CHRISAKIN Password: Security Question: What street did you leave on in 3rd grade? Security Question Answer: Mouseover text:Changing your Account Authorization Code will prevent 3rd Parties from initiating an agreement invitation to you with a previous code“ Change Password Change Security Edit Profile Manage Account Authorization Code Customer can change Account Authorization Code at any time 4Pdf3SVCK Change Account Authorization Code

40. Welcome, Chris Log Out P1B - Business Customer Registers for SMT Account Customer changes Account Authorization Code Existing design,no changes required Home | My Account | Usage | Notices | Help My Smart Meters HAN Devices My Friend's Smart Meters My Profile My Friends My Profile > Account Authorization Code Change Account Authorization Code * Enter new Account Authorization Code Change Account Authorization Code Canel

41. Welcome, Chris Log Out P1B - Business Customer Registers for SMT Account Customer SMT present confirmation page Existing design,no changes required Home | My Account | Usage | Notices | Help My Smart Meters HAN Devices My Friend's Smart Meters My Profile My Friends My Profile > Account Authorization Code Change Account Authorization Code Account Authorization Code change has been submitted successfully OK

42. Business Process:P2: 3rd Party registers for a new SMT account Primary Storyboard P2.1 3rd Party navigates to SMT private unauthenticated website P2.2 3rd Party completes and submits 3rd Party account registration form. 3rd Party must specify - Company name - Company address - Email address - DUNS number3rd Party may also - specify Company website URL - specify privacy policy URL - upload company logo3rd Party must specify personal information and accept terms and conditions. P2.3 SMT emails temporary password to 3rd Party P2.4 3rd Party logins into SMT and changes temporary password and sets security question and answer P2.5 SMT presents the authenticated website SMT P2.1 P2.2 P2.4 P2.5 Full UI Experience RES/Business 3rd Party FTP 3rd Party API API Email • Admin and User registrations against existing 3rd Parties will follow the same model as REP accounts • Admins will assign Users’ privileges during pending approvals P2.3 Consumer’s Email 3rdParty’s Email 42 IBM Global Business Services | Confidential

43. P2 – 3rd Party Registers for a new SMT Account3rd Party navigates to 3rd Parties tab on SMT private unauthenticated website P2.1 Overview | TDSPs | REPs | 3rd Parties | Learn More Get started… Once you establish your account by registering you can perform several tasks using SMT. If you are a Retail Electric Provider, please click here to register as a REP. Using SMT you will be able to: Manage Your Account… Manage your account and update your profile. If you are an Administrator you will also be able to manage other users that you have authorized to have access to your company account. Manage Relationships… Initiate 3rd party relationship with Customers, view the status of pending relationship request, search and edit customer agreements. In order to initiate a 3rd Party Relationship, you must obtain a documented authorization from a customer to do so. Manage Your Customer’s HAN Devices… Add or remove HAN Devices for any customer that has given you authorization. You can view reports showing HAN messaging history. View Usage Data… View the electricity usage reports for any customer that has given you authorization to access their electricity usage information. Under Texas Law the customer owns the data and may terminate your access to the data at any time. Read Notifications… View messages regarding planned system outages, new site features and other information related to the SMT web site. Get Help... Get help and instructions on how to use the SMT web site features. Be Texas Energy Smart! Learn More

44. P2 – 3rd Party Registers for a new SMT Account3rd Party selects type of SMT account P2.2 Register Home > Select the Type of Smart Meter Account You Need Retail Electric Providers register as REPs. 3rd Party capabilities will automatically be made available to REPs Retail Electric Provider (REP) Create a new REP Account Request Access to an existing REP Account 3rd Party Service Provider Create a new 3rd Party Account Request Access to an existing 3rd Party Account Transmission and Distribution Service Provider (TDSP) Request Access to an existing TDSP Account Regulatory Entity Request Access to an existing Regulatory Account • View meter usage data for your residential and business customers. • Retail Electric Provider (REP) accounts have 3rd Party capabilities • Request access to your customers’ Usage Data. • Request access to your customers’ HAN devices. • Support REPs • View reports of how electricity is used • View meter usage data for all Texas Smart Meters

45. P2 – 3rd Party Registers for a new SMT Account3rd Party provides business information P2.2 Register Home> Select Account Type> Create a 3rd Party Service Provider Account - Step 1 of 2 You are creating a New Business Account to Represent your company. If your meter number starts with a letter, please enter the number without the letter. * Indicates a required field. Business Information * Company Name: * Address 1: Address 2: * City: * State: * Zip Code: * Country: Phone: * Account email address: * Re-enter email address: Security * DUNs Number: Company URL: Private Policy URL: Upload company logo: Check here if you have met the requirements for a Privacy Seal • 3rd Parties must specify DUNS number • Optionally, 3rd Party may specify Company URL, Privacy policy URL and upload a company logo DUNS number validation: • DUNS number has X numeric characters • DUNS number is unique in SMT - - Ext. Browse to Add Remove Next Cancel

46. P2 – 3rd Party Registers for a new SMT Account3rd Party provides personal information P2.2 Register Home> Select Account Type> Step 1> Create a 3rd Party Service Provider Account - Step 2 of 2 Business Information Company Name: Personal Information * Create User ID: * First Name: Middle Name: * Last Name: Suffix: Phone Number: * Account Email Address * Re-enter Email Address - - Ext. WEBSITE TERMS AND CONDITIONS Created: October 2010 These Website Terms and Conditions (these “Terms”) set forth the terms and conditions for use of this website (this “Website”) to gain access to the Smart Meter Texas (the “Web Portal”). In these Terms, “you” or I agree to use this web portal in accordance with the Terms and Conditions. < Previous Finish Cancel 46

47. P2 – 3rd Party Registers for a new SMT AccountSMT presents registration confirmation page P2.2 3rd Party Customer Registration Successful

48. P2 – 3rd Party Registers for a new SMT AccountSMT emails temporary password to 3rd Party P2.3 For help on this or other topics, please visit our website: https://www.smartmetertexas.com/CAP/public/learn_more/learn_more_overview.html You can also access the User Guide and other Help topics by logging on to: https://www.smartmetertexas.com/CAP/public and clicking the “Help” tab *** Please do not reply to this automated message – this was sent by an email address that cannot accept replies. Smart Meter Texas Approval Granted – 3rd Party Account From: Smart Meter Texas Team <SMTAdmin@smartmetertexas.com>, To: ThomasJones@ibm.us.com Cc: customerservices@acmeservice.com SMART METER ‾‾‾‾‾‾ TEXASTM ‾‾‾‾‾‾ A verysmart wayfor Texans to manage electricity! Your new 3rd Party Account has been approved to access Smart Meter Texas. Your request for access to Smart Meter Texas (SMT) has been approved. By <<mm/dd/yy>> [mm/dd/yy = today + 14 calendar days], you must finish setting up your Smart Meter Texas account or your account will be deleted and you will have to re-register. Follow these steps to complete setup: 1. Access the Smart Meter Texas web site at <<public url>> 2. Log In using this temporary password: <<temp pswd>> 3. Change your password 4. Select a security question After you complete registration, you will see your Home page for the Smart Meter Texas web site. Click on the My Account tab to start creating and managing 3rd Party agreements with customers. Explore other parts of your web site and learn more! If you have questions, you may contact the Smart Meter Texas Help Desk at 1-888-616-5859. Regards, Smart Meter Texas Team

49. P2 – 3rd Party Registers for a new SMT Account3rd Party logs into SMT with temporary password P2.4

50. P2 – 3rd Party Registers for a new SMT Account3rd Party changes temporary password P2.4