3rd Party Phase II – 1-Time LOAs for Energy Data and HAN Provisioning

3rd Party Phase II – 1-Time LOAs for Energy Data and HAN Provisioning
‘Access, Control & Convenience’ Processes and Storyboards May 11, 2012

Objectives & Guiding Principles
Create the best user experience for connecting consumers to their 3rd Parties Allows 3rd Parties (REPs & others) to quickly and efficiently request energy data from and provision HAN devices for customers, without the customer needing to register for SMT Provides the right education and awareness for customers with disclaimers to explain consumer privacy and protection Is viable for all market participants (low barriers to participate) Enhances TX ERCOT market customer relationships to include 3rd Parties Incorporation of evolving national standards Changed

3rd Party 1-Time LOA Functions & Processes
3rd Party Phase II 3rd Party LOA 3rd Party GUI HAN Functions Processes P1 3rd Party Registers for SMT P2 3rd Party initiates a 1-Time LOA P3 Customer accepts 3rd Party 1-Time LOA invitation SMT Full UI Experience Mobile UI Experience 3rd Party RES/Business FTP API 3rd Party’s Consumer’s Changed

3rd Party registers for SMT Process
3rd Party Phase II 1-Time LOAs 3rd Party registers for SMT Process Primary Storyboard P1.1 3rd Party user registers - sub storyboards apply (3rd Party Phase II) P1.2 SMT gives success message on the UI (3rd Party Phase II) P1.3 SMT sends to the 3rd Party User with temporary password (3rd Party Phase II) P1.4 3rd Party links back to SMT UI to set permanent password (3rd Party Phase II) SMT Will add ability for 3rd Party to add logo and company contact information to Registration Process AND Company Profile. This will support 3rd Party recognition and credibility for the 1-Time LOA invite Full UI Experience P1.1 P1.2 Sub storyboards for P1.1 P1.1.1 Register as a new 3rd Party & 1st Admin (3rd Party Phase II, based on Business) P1.1.2 Register as an admin for an existing 3rd Party P1.1.3 Register as a user for an existing 3rd Party P rd Party API on-boarding (exists, update documentation) Mobile UI Experience P1.4 3rd Party FTP API 3rd Party needs to contact SMT Maintenance to set up FTPS connectivity (standard SMT process) P1.3 Issues, Questions and Notes 3rd Parities will register from the SMT private site RORs do not need to reregister as 3rd Parties Businesses who wish to be 3rd Parties do need to reregister Standard registration and user business rules and lifecycle rules apply 3rdParty’s Changed

3rd Party registers for SMT Storyboard
3rd Party Phase II 1-Time LOAs 3rd Party registers for SMT Storyboard P1.1.2 Register as an admin for an existing 3rd Party P1.1.3 Register as a user for an existing 3rd Party P1.1 P1.1 P1.1.1 Register as a new 3rd Party & 1st Admin P1.2 P1.3 P1.4 P1.4 P1.4 Confirmation No change

3rd Party registers for SMT Traceability Matrix
3rd Party Phase II 1-Time LOAs 3rd Party registers for SMT Traceability Matrix Business Requirement Description Process Description Functional Tracker Business Requirement # 3rd Party Phase II and Mobile # 3rd Party Phase II BR – 308 Ability for 3rd parties to have access to updated API process and procedure documentation P1.1 3rd Party API on-boarding 3rd Party Phase II BR – 073 Ability to purge a 3rd party after 13 months of inactivity by all of their user id(s) and remove the 3rd party from associations they have and any drop lists they are on. P1 Note Standard registration and user business rules and lifecycle rules apply 6 No change

3rd Party registers for SMT
3rd Party Phase II 1-Time LOAs 3rd Party registers for SMT P1 Storyboard Add 3rd Party tab 3rd Party No change

3rd Party Phase II 1-Time LOAs 3rd Party registers for SMT P1 Storyboard Will add content to allow 3rd Party Registration No change

3rd Party Phase II 1-Time LOAs 3rd Party registers for SMT P1 Storyboard Will add ability for 3rd Party to add logo and company contact information to Registration Process AND Company Profile. This will support 3rd Party recognition and credibility for the 1-Time LOA invite 3rd Parties do not need to provide ESIIDs/Meter #s or DUNs Changed

3rd Party Phase II 1-Time LOAs 3rd Party registers for SMT P1 Storyboard Depending on how personal the market wants to be individual 3rd Party contact info could be placed into the the 1-Time LOA invite This info is added during registration and can be updated in My Profile Changed

3rd Party Phase II 1-Time LOAs 3rd Party registers for SMT P1 Storyboard No change

3rd Party Phase II 1-Time LOAs 3rd Party registers for SMT P1 Storyboard Welcome to Smart Meter Texas (SMT) Get started... Now that you are into your account you can perform several tasks. Initiate Relationships... Click the My Account tab and then Select “Add Customer” to enter customer info to initiate the invitation View Relationships, Pending Acceptance list ... Click the My Account tab to view your pending acceptance list to view list of initiated invitations that are yet to be accepted. View Usage, Request data… Click the Usage tab to view the electricity usage reports for any of your company Smart Meters. Manage HAN services for customers ... Click the My Account tab and then Select HAN Devices to view and manage delegated HAN Devices 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. Example authenticated 3rd Party landing page. Final content to be determined in design No change

3rd Party Phase II 1-Time LOAs 3rd Party registers for SMT P1 Storyboard No change

3rd Party Phase II 1-Time LOAs
3rd Party initiates a 1-Time LOA Process (Energy Data and/or HAN Device Provision) LOA Example Note: 3rd Party must collect from the customer: Service Address City State Zip Code ESIID(s) Meter #(s) Company (if applicable) First Name Last Name Title (if applicable) Telephone Number Address Primary Storyboard P2.1 3rd Party meets with RES/Business customer and collects information (3rd Party Phase II) P2.2 3rd Party logs into SMT and navigates to My Account/3rd Party Relationships, then clicks on one of the 1-Time LOA buttons(3rd Party Phase II, Mobile, 3rd Party LOA) P2.3 On the ‘Create LOA’ page, 3rd Party enters the RES/Business info collected into SMT UI, clicks affirmation and clicks ‘Submit’ to initiate the invitation (3rd Party Phase II, Mobile, 3rd Party LOA) P2.4 If validation is successful, SMT gives success on the UI (3rd Party Phase II, Mobile) P2.5 SMT creates and stores LOA request on SMT and sets status to “Pending“– sub storyboards apply (3rd Party Phase II, Mobile) P2.6 SMT creates a non-registered mechanism for RES/Business user to accept the 1-Time LOA invitation (3rd Party Phase II) P2.7 SMT sends an LOA invitation to RES/Business user with a copy of the LOA information provided by 3rd Party (3rd Party Phase II) P2.8 SMT sends a confirmation to 3rd Party (3rd Party Phase II) P2.1 SMT Full UI Experience P2.3 P2.4 P2.5 P2.6 P2.2 Mobile UI Experience P2.3 P2.4 P2.5 P2.6 3rd Party RES/Business FTP API P2.8 P2.7 3rdParty’s Consumer’s 17 Changed

3rd Party initiates a 1-Time LOA Traceability Matrix
3rd Party Phase II 1-Time LOAs 3rd Party initiates a 1-Time LOA Traceability Matrix Functional Tracker Business Requirement # Business Requirement Description 3rd Party Phase II and Mobile # Process Description 3rd Party Phase II BR – Ability for 3rd parties, customers, and TDSPs to set up LOAs. Note – This is in place for 3rd parties in 3rd Party Phase 1, Customers have the friends and family functionality, and this will not be implemented for TDSPs P2.1 3rd Party meets with RES/Business customer and collects information 3rd Party Phase II BR – Ability for 3rd parties, customers, and TDSPs to set up LOAs. Note – This is in place for 3rd parties in 3rd Party Phase 1, Customers have the friends and family functionality, and this will not be implemented for TDSPs P2.2 3rd Party logs into SMT and navigates to My Account/3rd Party Relationships, then clicks on ‘Create LOA’ 3rd Party LOA BR – Ability for a 3rd party to attest on the common web portal that they have a Customer authorization (hardcopy or electronic) authorizing them to read only access the Customer’s data P2.3 On the ‘Create LOA’ page, 3rd Party enters the RES/Business info collected into SMT UI, affirm authorization and clicks ‘Submit’ to initiate the invitation Optimize existing SMT User Interface to support a smart phone / smart device browser Extend existing SMT functionality to support multiple mobile phone / device browsers Develop standalone SMT applets for use by a smart phone / smart device 3rd Party logs into SMT and navigates to My Account/3rd Party Relationships, then clicks on ‘Create LOA’ On the ‘Create LOA’ page, 3rd Party enters the RES/Business info collected into SMT UI, affirm authorization and clicks ‘Submit’ to initiate the invitation If validation is successful, SMT gives success SMT creates and stores LOA request on SMT and sets status to “Pending“– sub storyboards apply CR 018 Mobile App N/A P2.2 to P2.5 No change

3rd Party initiates a 1-Time LOA Storyboard
3rd Party Phase II 1-Time LOAs 3rd Party initiates a 1-Time LOA Storyboard P2.2 P2.3 P2.4 P2.5 P2.6 3rd Party Confirmation P2.7 P2.8 Changed

3rd Party initiates a 1-Time LOA
3rd Party Phase II 1-Time LOAs 3rd Party initiates a 1-Time LOA P2 Storyboard P2.2 P2.2 3rd Party logs into SMT and navigates to My Account/3rd Party Relationships, then clicks on one of the 1-Time LOA buttons My Account/ 3rd Party Relationships Customer Meters 3rd Party Relationships Customer Relationships Customer LOA Status Note: if the user starts the process from a supported smart phone, the link will open the SMT Mobile App if it is installed. If not installed, it opens the browser, which triggers a message asking the user to install the SMT Mobile App for the best experience. The user can choose to continue on the browser. This process applies in all situations for the UI) 05/06/2012 03/03/2012 Pending 1-Time LOA for Energy Data 1-Time LOA for HAN Provision View HAN Devices There are separate 1-Time LOA processes for Energy Data and HAN Device Provisioning Note: There will be a limit on the number of 1-Time LOAs that can be requested per ESIID per year per 3rd Party for Energy Data. HAN Provisioning is governed by available slots on the meter. Changed

3rd Party Phase II 1-Time LOAs P2 Storyboard 3rd Party initiates a 1-Time LOA Note: 3rd Party must collect from the customer: Service Address City State Zip Code ESIID(s) Meter #(s) Company (if applicable) First Name Last Name Title (if applicable) Telephone Number Address Customer Information *First Name: Middle Initial *Last Name: Phone Number: *Customer Address: Language Preference: Security *Zip Code: * ESIID : Initiate Relationship – Create LOA Customer Meters Customer Relationships [Click here] to add more ESIIDs, you can add up to 3 P2.3 P2.3 On the ‘Create LOA’ page, 3rd Party enters the RES/Business info collected into SMT UI and… continued on the next page Depending on how personal the market wants to be individual 3rd Party contact info could go here. (name, phone, ) and/or could provide choice to auto-fill info from My Profile or Company Profile with option to overwrite, etc. 3rd Party will be able to add Comments that will show up on the 1-Time LOA invite . Changed Continued on next page 21

3rd Party initiates a 1-Time LOA (for Energy Data)
3rd Party Phase II 1-Time LOAs 3rd Party initiates a 1-Time LOA (for Energy Data) P2 Storyboard Continued from previous page P2.3 Green Button XML report will be available for interval consumption. SMT has read data for daily and monthly. Reports/Services Requested 1-time LOA for Customer Energy Data Interval Daily Monthly Length of 1-Time Energy Data Request: 3 months 6 months 9 months 12 months Green Button XML report standard does not currently take DG into account. Need to determine how to address DG for 3rd Parties and REPs. Report Format CSV XML Continues from previous page P2.3 …clicks ‘Submit’ to initiate the invitation Note: Verification process – validation of information provided – will be triggered by ‘Submit” button prior to granting access Need to determine the file formats (file format, synchronous API format) 22 Changed

3rd Party initiates a 1-Time LOA (for HAN Device Provisioning)
3rd Party Phase II 1-Time LOAs P2 Storyboard 3rd Party initiates a 1-Time LOA (for HAN Device Provisioning) Continued from previous page P2.3 Reports/Services Requested 1-time LOA for HAN Device Provisioning Type of HAN Device: HAN Device MAC Address: Provision ID: Continues from previous page P2.3 …clicks ‘Submit’ to initiate the invitation Note: Verification process – validation of information provided – will be triggered by ‘Submit” button prior to granting access 23 Changed

3rd Party Phase II 1-Time LOAs P2 Storyboard 3rd Party initiates a 1-Time LOA LOA Creation/Relationship Initiation Successful Your customer relationship initiation has been submitted You will receive a confirmation The customers ESIID has been added to your Pending Acceptance list The customer will receive an with a link to accept the invitation An will be sent to you once the invitation has been accepted P2.4 P2.4 If validation is successful, SMT gives success on the UI Customer Relationships No change

3rd Party Phase II 1-Time LOAs 3rd Party initiates a 1-Time LOA P2 Storyboard P2.5 P2.5 SMT creates and stores LOA request on SMT and sets status to “Pending“– sub storyboards apply My Account/ 3rd Party Relationships Customer Meters 3rd Party Relationships Note: At this point, mechanism (e.g. hidden public URL) that allows a customer to accept the invitation, when a customer navigates to it by clicking accept in the 1-Time LOA invite, it would trigger the LOA to move from "Pending" to "Accepted" P2.6 Customer Relationships Customer LOA Status 03/12/2012 09/12/2012 Pending 05/06/2012 03/03/2012 Pending 1-Time LOA for Energy Data 1-Time LOA for HAN Provision View HAN Devices 25 Changed

3rd Party initiates a 1-Time LOA P2 Storyboard Enhanced Subject line to include the full solution name (e.g. Smart Meter Texas) Smart Meter Texas 3rd Party Invitation & Request to Access Your SMT Data Note: Some of the data will be masked P2.7 SMART METER ‾‾‾‾‾‾ TEXASTM ‾‾‾‾‾‾ Add SMT specific branding for recognition and credibility A very smart way for Texans to manage electricity! P2.7 SMT sends an LOA invitation to RES/Business user with a copy of the LOA information provided by 3rd Party Note: Customer has 14 calendars days to accept or LOA status is set to 'Not Accepted’ ACME123 ABC invitation and request to access your data Add an introduction line to inform the user of the purpose of the . ACME ABC has sent you an invitation to participate in the Smart Meter Texas – 3rd Party program. Below is the information provided by the 3rd party: 3rd Party Name: ACME ABC 3rd Party 3rd Party Phone Number: 3rd Party Contact: John Doe Comments: lorem impsum lorem impsum lorem impsum lorem impsum lorem impsum lorem impsum lorem impsum lorem impsum Customer First Name: Chika Customer Last Name: Akin Customer Address: Customer Phone #: Language Preference: English ESIID: XXXXXXXXXXXX HAN Device MAC Address: XXXXXXXXXXXX89GHI Requested Services: - 1-Time Energy Report, Report Type: Interval, Daily, Monthly - 1-Time HAN Device Provision Date and Time: 03/12/12, 12:05:01 ACME ABC has affirmed that you have given them permissions under this Letter of Authorization to perform the indicated services. 3rd Party logo and contact information GreenSeal FPO Customer Contact Information Note: The content in the example is only for placeholder purposes. This is NOT a draft of the content. LOA Type (Energy Data or HAN Provision) 3rd Party Affirmation Changed

3rd Party initiates a 1-Time LOA P2 Storyboard Regards, Smart Meter Texas Team Not yet a member of Smart Meter Texas? Click here to register. Want to learn more about what Smart Meter Texas can do for you? Click here to watch a demo. Have a question about Smart Meter Texas? Click here to view our FAQs. The Smart Meter Texas 3rd Party programs allows consumers to take advantage of products and services offered by 3rd Parties. Participation in the program is optional and your data will only be released if you, as the consumer , choose to participate. You can choose to opt out at any time. Please note: Any business relationship is solely between you and the 3rd Party to whom you grant authorization to view your energy data and/or engage in energy management Home Area Networking Services. Smart Meter Texas (SMT) records personally identifiable information, such as your service address, meter number, Electric Service Identifier (ESI ID), and 15-minute electricity usage data. By approving this 3rd Party’s access to your account, you are granting them permission to access the above data, and to provision and send messaged to HAN devices, on a continual basis until you revoke access. You are encouraged to review the privacy statements and policies of parties you choose to give access to your SMT data; so you can understand how those parties collect, use and share your information. Neither SMT, your Transmission/Distribution Service Provider, nor your Retail Electric provider are responsible for the privacy statements, practices, or policies of third parties given access to the SMT data. Click to accept the invitation ACME ABC You have 14 calendars days to accept this invitation. After 14 days, the invitation will be voided. Please click “Accept” to complete the acceptance process. By clicking “Accept” you agreeing to Terms of Service The 1-Time LOA invite for HAN Device provisioning could be more than 14 days (TBD). P2.7 Provide a section for references back to SMT to drive awareness and adoption. Provide a section, specific to the type of , for communicating disclaimers, terms and conditions, as needed. Provide a section for links back to Smart Meter Texas news flashes and announcements on Twitter 27 Changed

Customer accepts 3rd Party 1-Time LOA invitation
3rd Party Phase II 1-Time LOAs Customer accepts 3rd Party 1-Time LOA invitation LOA Example Primary Storyboard P3.1 RES/Business user opens and clicks on “Accept” to start the acceptance process for the relationship (3rd Party Phase II) P3.2 SMT presents LOA confirmation page (3rd Party Phase II, Mobile) P3.3 SMT sends a confirmation to the RES/Business user (with copy of LOA) indicating that 3rd party has been granted access to one-time report (3rd Party Phase II) P3.4 SMT sends a notification to the 3rd party that the LOA has been accepted (3rd Party Phase II) P3.5 SMT queues a on-time interval usage data, and sets the report status to ‘In Progress’ on SMT UI for 3rd Party (3rd Party Phase II, Mobile) P3.6 Once the report is ready, SMT stores the report on 3rd Party’s SMT FTP directory (3rd Party Phase II) P3.7 SMT updates the report status to ‘Complete’ on SMT UI for 3rd Party (3rd Party Phase II, Mobile) P3.8 SMT sends a notification to the 3rd party that the report is ready (3rd Party Phase II) P3.9 SMT sends a notification to the RES/Business user indicating that the report has been sent to the 3rd Party (3rd Party Phase II) SMT Full UI Experience P3.2 P3.5 P3.7 Mobile UI Experience P3.2 P3.5 P3.7 3rd Party RES/Business FTP P3.6 P3.1 API P3.4 P3.8 HAN devices show up on customer’s HAN Devices list 3rd Parties cannot send messages to HAN devices until a relationship is established (future concept) HAN devices show up on 3rd Party’s HAN Devices list Consumer’s 3rdParty’s Need to determine how to track and report on 1-Time LOAs for 3rd Parties P3.3 P3.9 Changed

Customer accepts 3rd Party 1-Time LOA invitation Traceability Matrix
3rd Party Phase II 1-Time LOAs Customer accepts 3rd Party 1-Time LOA invitation Traceability Matrix Functional Tracker Business Requirement # Business Requirement Description 3rd Party Phase II and Mobile # Process Description Ability for a Customer to electronically authorize release of usage data to a 3rd party (i.e. someone other than the Rep of Record - either a REP, aggregator, or registered 3rd party). RES/Business user opens and clicks on “Accept” to start the acceptance process for the relationship 3rd Party Phase I BR – 019 P3.1 Ability for a 3rd party to attest on the common web portal that they have a Customer authorization (hardcopy or electronic) authorizing them to read only access the Customer’s data RES/Business user opens and clicks on “Accept” to start the acceptance process for the relationship 3rd Party LOA BR – P3.1 3rd Party Phase I BR – Ability for 3rd parties and / or Customers to receive a notification when access has been granted, access has been changed, or access has been revoked for an ESIID P3.3, P3.4 SMT sends a confirmation to the RES/Business user (with copy of LOA) indicating that 3rd party has been granted access to one-time report SMT sends a notification to the 3rd party that the LOA has been accepted No change

Customer accepts 3rd Party 1-Time LOA invitation Traceability Matrix
3rd Party Phase II 1-Time LOAs Customer accepts 3rd Party 1-Time LOA invitation Traceability Matrix Functional Tracker Business Requirement # Business Requirement Description 3rd Party Phase II and Mobile # Process Description Optimize existing SMT User Interface to support a smart phone / smart device browser Extend existing SMT functionality to support multiple mobile phone / device browsers Develop standalone SMT applets for use by a smart phone / smart device CR 018 Mobile App N/A P3.2 SMT presents LOA confirmation page No change

Customer accepts 3rd Party 1-Time LOA invitation Storyboard
3rd Party Phase II 1-Time LOAs Customer accepts 3rd Party 1-Time LOA invitation Storyboard P3.1 P3.2 P3.5 P3.6 P3.7 P3.8 P3.9 3rd Party Notification RES/Business Notification P3.3 P3.4 RES/Business 1-Time LOA Confirmation 3rd Party Notification Changed

Customer accepts 3rd Party 1-Time LOA invitation P3a Storyboard P3.1 Note: The content in the example is only for placeholder purposes. This is NOT a draft of the content. P3.1 RES/Business user opens and clicks on “Accept” to start the acceptance process for the relationship Changed

Customer accepts 3rd Party 1-Time LOA invitation P3a Storyboard P3.2 Smart Meter Texas Access Granted You have successfully accepted 3rd party ACME ABC’s request for a one-time usage report You will receive a confirmation of this transaction with a copy of the agreement The 3rd Party will receive a notification indicating that you have accepted the request You will also receive a notification once the report is sent to the 3rd Party Note: Customer has 14 calendar days to accept the invitation or else LOA status is set to ‘Not Accepted P3.2 SMT presents LOA confirmation page Click here to learn more about SMT Changed

Customer accepts 3rd Party 1-Time LOA invitation
3rd Party Phase II 1-Time LOAs P3a Storyboard Customer accepts 3rd Party 1-Time LOA invitation Smart Meter Texas Profile Change – 1-Time LOA Agreement P3.3 SMART METER ‾‾‾‾‾‾ TEXASTM ‾‾‾‾‾‾ A very smart way for Texans to manage electricity! Note: The content in the example is only for placeholder purposes. This is NOT a draft of the content. This account’s My Profile has been modified. P3.3 SMT sends a confirmation to the RES/Business user (with copy of LOA) indicating that 3rd party has been granted access to one-time report ACME ABC has sent be granted to a one-time report of your usage data 3rd Party Name: ACME ABC ESIID: Meter #: Requested Services: One-Time Energy Report, Report Type: Interval 3months Customer Address: Customer First Name: Chika Customer Last Name: Akin Language Preference: English Date and Time: 03/12/12, 12:05:01 Regards, Smart Meter Texas Team For help on this or other topics, please visit our website at *** Please do not reply – this was sent by a service machine. Click here to review our Terms of Service. 34 This is your agreement… Changed

P3a Storyboard Customer accepts 3rd Party 1-Time LOA invitation P3.5 Existing Usage / Report Request Status page My Customers' Meters P3.5: SMT queues a on-time (up to 13 months) interval usage data, and sets the report status to ‘In Progress’ on SMT UI for 3rd Party In Progress 35 Changed

Customer accepts 3rd Party 1-Time LOA invitation P3a Storyboard P3.6 P3.6: Once report is ready, SMT stores the report in 3rd Party’s SMT FTP directory acme.com 36 No change

P3a Storyboard Customer accepts 3rd Party 1-Time LOA invitation P3.7 Customer Meters Complete Existing Usage / Report Request Status page P3.7: SMT updates the report status to ‘Complete’ on the SMT UI for 3rd Party 37 No change

Additional scope assumptions
Logs will be enhanced to support transaction tracking for all forms of Adhoc reporting and HAN services s will be SMT branded, a.k.a Linkedin, to provide credibility (e.g. move to all to HTML) Friends limit will be set back to 5 Changed

Reference Documents

LOA Example P2 Process P3 Process

SMT Meter and Premise Data (for example purposes only)

3rd Party Phase II – 1-Time LOAs for Energy Data and HAN Provisioning

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