Advanced Metering Working

Group (AMWG)Update to RMS

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August 5,

2014

Remains on target for a 4th quarter release

UAT In Progress

Third-Party Volunteer Testers Technical Integration Sessions and Testing is ramping up

Third-Party Market Integration / Instruction Webinars being scheduled for September and November. Details to be sent out via RMS and AMWG List Servs

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3rd Party Access

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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 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

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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

Training completed in the July AMWG meeting

Market Notice was sent to RMS List Serve on July 9th and July 21st to notify the market of the training Approximately 65 market participants attended

Training documents will be posted to the AMWG main page on the ERCOT website at http://www.ercot.com/committees/board/tac/rms/amwg/ 5

Change Request 16 & 17SMT ROR Historical Backfill Functionality and Subscription

for New Customer Enrollment History Functionality

Report Types

02 - Data Timeliness Measurements 05 - Number of SMT Help Desk Tickets Monthly by Ticket Type 06 - Availability of SMT API 07 - Availability of SMT FTPS 09 - Number of Accounts by Type

Delivery Mechanism

Reports to be distributed along with the AMWG meeting materials via the email to the AMWG list serve and posted to the AMWG main page on the ERCOT website at http://www.ercot.com/committees/board/tac/rms/amwg/

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SMT Reports for CR’s 02, 05, 06, 07 09

3rd Party Registration &Account Management3rd Party Registration &Account Management

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AMWG Change RequestAMWG CR Document

StatusEstimated

Delivery DateEstimated

Cost

AMWG CR 2013 001 – Report for AMWG Data Monitoring – Data Completeness Measurements

JDOA Estimation

2015 In Process

AMWG CR 2013 002 – Reports for AMWG Data Monitoring – Data Timeliness Measurements

Complete Q2 2014 Included in

Maintenance Contract

AMWG CR 2013 003 – Reports for AMWG Data Monitoring – Measurement of Percentage of Actual Meter Reads

JDOA Estimation

2015 In Process

AMWG CR 2013 004 – Reports for AMWG Data Monitoring – Measurement of Estimates

JDOA Estimation

2015 In Process

AMWG CR 2013 005 – Reports for AMWG Data Monitoring – Number of SMT Help Desk Tickets Monthly by Ticket Type

Complete Q2 2014 Included in

Maintenance Contract

AMWG CR 2013 006 – Reports for AMWG Data Monitoring – Availability of SMT API

Complete Q2 2014 Included in

Maintenance Contract

AMWG CR 2013 007 – Reports for AMWG Data Monitoring – Availability of SMT FTPS

Complete Q2 2014 Included in

Maintenance Contract

AMWG CR 2013 008 – Reports for AMWG Data Monitoring – Average Time to Deliver HAN Messages

JDOA Estimation

2015 In Process

AMWG CR 2013 009 – Reports for AMWG Data Monitoring – Number of Accounts by Type

Complete Q2 2014 Included in

Maintenance Contract

AMWG CR 2013 010 – Reports for AMWG Data Monitoring – Number of Reports Requested by GUI (Portal) and Number of FTPS Accesses

JDOA Estimation

2015 In Process

AMWG / RMS Change Requests

AMWG CR 2013 0001

AMWG 2013 0002

AMWG 2013 003

AMWG 2013 004

AWMG 2013 005

AMWG 2013 006

AMWG 2013 007

AMWG 2013 008

AMWG 2013 009

AMWG 2013 010

3rd Party Registration &Account Management3rd Party Registration &Account Management

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AMWG Change RequestAMWG CR Document Status

Estimated Delivery Date

Estimated Cost

AMWG CR 2013 011 – Average Time from HAN Provision Request to Meter Ready Status

JDOA Estimation

2015 In Process

AMWG CR 2013 012 – Bypass redundant screen for Users with only one meter when accessing HAN device information

In Development

Q4 2014Included in Third-Party

AMWG CR 2013 013 – Timeout on SMT takes user to “incorrect login” screen

In Development

Q4 2014Included in Third-Party

AMWG CR 2013 014 – Allow SMT user to toggle between 15-Minute Reads and Daily Reads without having to reset the date range

In Development

Q4 2014Included in Third-Party

AMWG CR 2013 015 – Expand Daily Usage Graph to show 35 days of daily usage on the SMT GUI

JDOA Estimation

2015 In Process

AMWG CR 2013 016 – Capability for RORs to grant access to vendors on their behalf to the ROR’s customers via API (energy usage, HAN messaging , and HAN provisioning) and FTPS files

In Development

Q3 2014Included in

Maintenance Contract

AMWG CR 2013 017 – REP API for Energy Usage on SMT (Backfill of Historical Usage Data for Existing Customers- “Interim”)

See Below CR 2013 017 Permanent

Complete Q4 2013 Completed

AMWG CR 2013 017 – REP API for Energy Usage on SMT (Subscription for New Customer Historical Usage – “Interim”)

See Below CR 2013 017 Permanent Complete Q2 2014

Included in Maintenance

Contract

AMWG CR 2013 017 – REP API for Energy Usage on SMT – Permanent Solution to Replace Interim Solution

JDOA Estimation

2015 In Process

AMWG / RMS Change Requests (Cont.)

AMWG 2013 011

AMWG 2013 012

AMWG 2013 013

AMWG 2013 014

AMWG 2013 015

AMWG 2013 016

Distributed Generation Change Request

Excess production is available via downloading usage reports from SMT

Goal is to have the data viewable on the SMT portal

Future AMWG Meetings August 26: 1:30 p.m. – 4:30 p.m. via WebEx September 23: 1:30 p.m. – 4:30 p.m. via WebEx October 22: 9:00 a.m. – noon via WebEx Nov & Dec = TBD @ October meeting 9

Additional Items

Thank You

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