Customer Proprietary Information RMS Presentation November 13, 2003

Data Elements ESID Customer Name Beginning/Ending MR Date TDSP Charges by Month Service Address Zip Code Tariff/Rate Code Transmission Grid Metered Demand Billed Demand Meter Read Cycle Power Factor Metered KWH Billed KWH Interval Data - sent separately and on website Load Profile Agreed To by REP and TDSP

Data Elements If there is a TDSP that cannot provide a particular data element by the determined implementation date, they will indicate when it will be provided.

Format Proposal by TDSP Standard Excel compatible format: via electronic transmission or CR mail (?) It was agreed that Excel would be the format that would be used. CR’s are to develop a template for the TDSP’s to use for an example This would be sent electronically

Process Proposal by TDSP Requests may be received by mail, fax, or PDF format of a customer authorization and dated Request cannot be older than 12 months Agreed to by both parties

Process Proposal by TDSP Multiple requests by same requestor for same ESID within a 12 month period may result in TDSP charges It was agreed that this had a lot of issues surrounding the implementation of these charges. There would have to be communication and possible approval before this could take place.

Process Proposal by TDSP TDSPs will provide maximum months of history. If the request is greater than 12 months, TDSP may charge according to tariff It was agreed that maximum of 12 months is acceptable.

IDR Format/Process Proposal by TDSP 15 minute interval IDR information will be provided by each TDSP as it is done today It should be at least on a website and made available electronically. It was agreed that the format did not have to be standard due to the fact that overall – there is not a large number of IDR meters Will need to address the process issues surrounding obtaining this information from the TDSPs – difficulty obtaining information when it is only available by password on a website and not sent electronically

Process Proposal by TDSP Turn around time – IDR and non IDR not to exceed 5 business days from date of receipt It was agreed that a turnaround time of 2 business days would be preferred with 5 business days as an upper limit because of the need to quickly price an offer while the customer has an expressed interest

LOA Process Proposal by TDSP LOAs must be received by mail, fax, or PDF format of a customer authorization on a dated letterhead stationary with legible customer signature on the request Brian agreed that standard LOA, but it should not be necessary to be on customer letter head. He was checking with the C&I group (AIEC) for final approval of this issue. The standard LOA will be developed by the REPs

Next Steps REPs to develop standard LOA REPs to develop Excel format and make recommendations to the TDSPs. TDSPs will develop their spreadsheets based on the recommendation by the REPs.- present at December RMS Document process for IDR and Non-IDR requests – present at December RMS Agree on implementation date Develop package with process, sample of format, etc. to be issued through the RMS list serve prior to implementation date