© 2012 IBM Corporation 3 rd Party Registration & Account Management 1 1 SMT 2015 Approved AMWG Change Requests

© 2012 IBM Corporation

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

1 1

SMT 2015 Approved AMWG Change Requests



2

2015 Approved AMWG Change Requests

CR # Description

SMT Portal Changes

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

AMWG CR 2014-018 Add Generation Data to the SMT Portal View

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

In-Home Device (HAN) Reports

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

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

Usage Data Monitoring Reports

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

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

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

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



3 3

AMWG CR 2013-015Expanded Daily Usage Graph



AMWG CR 2013-015 – Expand Daily Usage Graph to show 35 days of Daily Usage

4

Address: 123 Demo Drive, ESI ID: 88888880000000001 Anytown, TX. Meter Multiplier: 1

Usage / Customer Meters Search (3rd Party) / Customer Meters – Usage Report

Customer Meters – Usage Report

Usage Notices HelpHome My Account

Welcome, ChrisLog Out

Report Request Status (3rd Party)

Customer Meters (ROR)

Customer Meters (3rd Party)

Report Request Status (ROR)

Existing Production Behavior

SMT currently allows only 30 days of daily usage to be displayed on the usage graph. A user must select “Next” to view the 31st days’ usage. Additionally, some meter read cycles are longer than 30 days, with 35 days being the longest billing cycle.

Illustration of Current Production Logic

Report Type: Daily Meter ReadsStart Date: 12/01/2014End Date: 01/04/2015

The requested date range has 35 days. The existing logic displays the requested Daily Meter Reads usage in two pages.

Clicking the “Next” button will display the data for the remaining 5 days.

The first 30 days, 12/01 to 12/30, will be displayed in the first page.



5


Moreover, the Usage (kWh) for the first 30 days will be displayed in the table at the bottom of the first page.

Clicking the “Next” button will display the data for the remaining 5 days.

Illustration of Current Production Logic (Cont)




6










This is the second page of the Daily Meter Reads report, which displays the remaining 5 days – from 12/31/2014 to 01/04/2015.




7


This is the second page of the Daily Meter Reads report, which displays the remaining 5 days – from 12/31/2014 to 01/04/2015.





8










All 35 days – 12/01/2014 to 01/04/2015 will be displayed in the Daily Meter Read usage graph.

Business Requirement:

Expand Daily Usage Graph to show 35 days of daily usage on the SMT GUI.

Illustration of Proposed Production Behavior

Report Type: Daily Meter ReadsStart Date: 12/01/2014End Date: 01/04/2015

The requested date range has 35 days. The requested Daily Meter Reads usage will be displayed in a single page.

The “Previous” and “Next” buttons are disabled.

The Usage Graph is expanded to display 5 additional days



9


All 35 days – 12/01/2014 to 01/04/2015 will be displayed in the Daily Meter Read usage graph. The table is

expanded with the addition of 5 rows to display usage data

Illustration of ProposedProduction Behavior (Cont)



10


Functional Rules – Expanded Daily Usage Graph

•If the requested date range has more than 35 days of usage data, the first page will display the first 35 days, and the remaining days will be displayed on the succeeding pages. Only 35 days of data are displayed per page.

•The expanded 35 days of Usage Data is applicable to ALL SMT actors:• TDSP• REP• Third Party• Business Customers• Residential Customers.

Other changes to be considered:

•The “Export Report” button could follow the new requirement – for UI downloads, 35 days (or X days as displayed in the UI) will be included in the report.

•The “Green Button” XML report could follow the new requirement – UI downloads, 35 days (or X days as displayed in the UI) will be included in the report.

•The Report Versions could also have the expanded 35 days of usage data displayed in the UI.



11 11

AMWG CR 2014-018Add Generation Data to SMT Portal View



12

AMWG CR 2014-018 – Add Generation Data to the SMT Portal View

Option 1

•Toggle between Consumption and Generation Usage Data

• If Consumption Usage Data is selected, the Usage Graph and Usage Table will display Consumption usage data

• If Generation Usage Data is selected, the Usage Graph and Usage Table will display Generation usage data

Option 2

•Add Generation Data to Usage Graph and Usage Table

• Usage Graph will display both Consumption and Generation usage data at the same time. Different colors will be used to differentiate between the two usage data types

• Usage Table will have two additional columns – Usage (kWh) for Generation and Actual / Estimate for Generation




13










Business Requirement

Add Generation Data to the SMT Portal View

Consumption Generation

View Consumption / Generation Usage:

NEW radio button selection to toggle between Consumption and Generation Usage data

Option 1:

Toggle between Consumption and Generation Usage Data

By default, the 15-Minute Daily Usage graph will display the Consumption data.

Users will be provided an option to toggle between Consumption and Generation Usage data



14


Print Export Report in CSV < Previous Day Next Day >

Option 1

Radio Button logic

The radio button allows users to toggle between Consumption and Generation Usage Data.

If “Consumption” is selected in the radio button, the Usage Graph and the Usable Table will display the Consumption Usage Data.

If “Generation” is selected in the radio button, the Usage Graph and the Usabe Table will display the Generation Usage Data.




15










Business Requirement

Add Generation Data to the SMT Portal View

Option 2:

Usage Graph and Usage TableIncludes both Consumption andGeneration usage data

By default, the 15-Minute Daily Usage graph will display both Consumption and Generation Usage data.

– Consumption Usage Data is represented by blue graph

– Generation Usage Data is represented by orange graph



16


Print Export Report in CSV < Previous Day Next Day >

Option 2

Two additional columns – Usage (kWh) for Generation and Act / Est for Generation will be added in the Usage Table

Two new columns for Generation Usage Data



17


Functional Rules – Ad hoc Usage Report

•The addition of Generation usage data is applicable to ALL entity types – TDSP, REP, Third Party, Business and Residential Customers.

•The changes impact UI only

•Option 1 - The default Usage Data display is Consumption for the Usage Graph and the Usage Table (Usage kWh and Actual / Estimated columns)

•Option 2 - If Generation Usage radio button is selected, the Usage Graph and the Usage Table (Usage kWh and Actual/Estimated columns) will be displayed for Generation usage data.



18


Business Scenarios / Issues

•If ESIID does not have generation data, how should it be displayed in the Usage Graph?

•If ESIID does not have generation data, how should it be displayed in the Usage Table?

•Analyze whether Zero or N/A should be used to display no generation data.



19 19

AMWG CR 2013-014Allow SMT to Toggle between 15 Minute and Daily Meter Read Reports without having to

reset the Date Range



AMWG CR 2013-014 – Toggle Between 15 Minute and Daily Meter Read Report

20










Business Requirements

Allow SMT to toggle between 15 Minute and Daily Usage Reports without having to reset the Date Range

Illustration of Proposed Production Logic

Report Type: 15 Minute IntervalStart Date: 12/01/2014End Date: 01/04/2015

The corresponding Usage Graph for the first day in the date range will be displayed. This is existing logic and will not be changed.

The start date and end dates for Report Type 15 Minute Interval are set by the user.

The first day in the date range, 12/01/2014 will be displayed in the screen.



AMWG CR 2013-014 – Toggle Between 15 Minute and Daily Meter Read Report

21










The start date and end dates for Daily Meter Reads are not reset. They retain the original dates entered initially for Report Type 15 Minute Interval.

If the user changes the report type to Daily Meter Read, the original date range that was entered by the user will be retained. The Daily Meter Read will display the data from 12/01/2014 to 01/04/2015.

If the user switches back to 15 Minute Interval Report, the date range is retained.

The toggle capability is applicable to all entity types – TDSP, REP, Third Party, Business Customer and Residential Customer.



22 22

AMWG CR 2013-008Average Time to Deliver HAN Messages



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

Smart Meter Texas - Data Monitoring Report SMT Average Time to Deliver HAN Messages by TDSP Monthly Report

Feb 2015 AEP (Central) AEP (North) CenterPoint Oncor TNMP

Simple Text Avg Time xxxx.xx xxxx.xx xxxx.xx xxxx.xx xxxx.xx # of Messages xxxx xxxx xxxx xxxx xxxx Cancel Simple Text Avg Time xxxx.xx xxxx.xx xxxx.xx xxxx.xx xxxx.xx # of Messages xxxx xxxx xxxx xxxx xxxx Load Control Event Avg Time xxxx.xx xxxx.xx xxxx.xx xxxx.xx xxxx.xx # of Messages xxxx xxxx xxxx xxxx xxxx Cancel Load Control Event Avg Time xxxx.xx xxxx.xx xxxx.xx xxxx.xx xxxx.xx # of Messages xxxx xxxx xxxx xxxx xxxx Cancel All Load Control Events Avg Time xxxx.xx xxxx.xx xxxx.xx xxxx.xx xxxx.xx # of Messages xxxx xxxx xxxx xxxx xxxx Price Signal Avg Time xxxx.xx xxxx.xx xxxx.xx xxxx.xx xxxx.xx # of Messages xxxx xxxx xxxx xxxx xxxx Utility Enrollment Group Avg Time xxxx.xx xxxx.xx xxxx.xx xxxx.xx xxxx.xx # of Messages xxxx xxxx xxxx xxxx xxxx

All TDSPs xxxx xxxx.xx xxxx.xx xxxx.xx xxxx.xx xxxx.xx

New Monthly Report to display the average time to deliver In-Home Device Messages i.e. when the request is submitted in SMT and the time when the TDSP acknowledges the request.

Total Number of In-Home Device Messages for the month

Average of all Messaging Delivery per TDSP

23



24

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

Report Logic – Average Time to Deliver HAN Messages

•Frequency - Monthly

•Report Delivery – CSV (Alternate – HTML)

•Average Time is calculated by the following logic:• For each messaging type that was processed the previous month, calculate the delivery time for HAN message (TDSP Response Time –

SMT Submission Time). Add all delivery times divided by the total number of messages to get the Average Time.



25

AMWG CR 2013-011Average Time

from Provision Request to Meter Ready



AMWG CR 2013-011 –Reports for AMWG Data Monitoring – Average Time from HAN Provision Request to Meter Ready Status

Smart Meter Texas - Data Monitoring Report SMT Average Time from In-Home Device Provision Request to Meter Ready Monthly Report

Feb 2015 Number of AEP (Central) AEP (North) CenterPoint Oncor TNMP Requests Avg Time Avg Time Avg Time Avg Time Avg Time

In-Home Device Provision Successful xxxx.xx xxxx.xx xxxx.xx xxxx.xx xxxx.xx # of Successful Provision Requests xxxx xxxx.xx xxxx.xx xxxx.xx xxxx.xx xxxx.xx

In-Home Device Provision Unsuccessful xxxx (x.x%) xxxx (x.x%) xxxx (x.x%) xxxx (x.x%) xxxx (x.x%) xxxx (x.x%)

All TDSPs Total # of Requests xxxx.xx

New Monthly Report to display the average time that In-Home Devices successfully reached Meter Ready status.

Total Number of successful provisioning requests

Average Time for In-Home Device to change to Meter Ready status

Total Number of failed provisioning requests and percentage of failure

Number of failed provisioning requests and the corresponding percentage of failure

Sum of successful and unsuccessful provisioning requests

26



27

AMWG CR 2013-011 –Reports for AMWG Data Monitoring – Average Time from HAN Provision Request to Meter Ready Status

Report Logic – Average Time from In-Home Device Provision Request to Meter Ready Status



•Average Time is calculated by the following logic:• For each provisioning request that was processed the previous month, calculate the Meter Ready time (Meter Ready time – Provision

Request Time). Add all Meter Ready time divided by the total number of provision requests to get the Average Time.

•Number of Unsuccessful Provisioning Requests = In-Home Device Status that never reached Meter Ready state

•If TDSP prefers to see only the data related to them, the report can be generated to display individual reports for each TDSP.

•The job that runs this report should be executed very early in the morning to minimize the number of provisioning requests initiated before report generation which have not had time to complete



28 28

AMWG CR 2013-001Data Completeness Measurement



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

Smart Meter Texas - Data Monitoring Report SMT Data Monitoring – Data Completeness Measurements Monthly Report

Feb 2015 AEP (Central) ------------------------------------------------------------------------------------------------------------------------------------------ ESIIDs (Expected) ESIIDs (Received) % ESIID Data LSE Usage Register Read % LSE Data 2014-02-01 xxxxxxx xxxxxxx xx.xx% xxxxxxx xxxxxxx xx.xx% 2014-02-02 xxxxxxx xxxxxxx xx.xx% xxxxxxx xxxxxxx xx.xx% 2014-02-03 xxxxxxx xxxxxxx xx.xx% xxxxxxx xxxxxxx xx.xx% 2014-02-04 xxxxxxx xxxxxxx xx.xx% xxxxxxx xxxxxxx xx.xx% 2014-02-05 xxxxxxx xxxxxxx xx.xx% xxxxxxx xxxxxxx xx.xx% 2014-02-06 xxxxxxx xxxxxxx xx.xx% xxxxxxx xxxxxxx xx.xx% … 2014-02-26 xxxxxxx xxxxxxx xx.xx% xxxxxxx xxxxxxx xx.xx% 2014-02-27 xxxxxxx xxxxxxx xx.xx% xxxxxxx xxxxxxx xx.xx% 2014-02-28 xxxxxxx xxxxxxx xx.xx% xxxxxxx xxxxxxx xx.xx%

Monthly Average xxxxxxx xxxxxxx xx.xx% xxxxxxx xxxxxxx xx.xx%

New Monthly Report to measure data completeness for given consumption day

ESIID completion – expected vs actual

LSE consumption and Daily Register Reads completion

Based on numbers from Previous Day

Today

TodayBased on numbers from Previous Day29

Anomaly2014-02-01 Delay in receiving file from AEP 2014-02-08 SMT gateway outage

Reason for anomaly (upto 30)



30


Report Logic – Data Completeness Measurements



•The sample report format illustrates the layout for AEP (Central). 5 sets of report layout will be presented, one for each TDSP.

•Anomaly – Manually entered text

Data Completeness - ESIIDs

•ESIID Data Completeness is measured using the following:• Expected Number of ESIIDs = total count of unique, active ESIIDs in SMT for prior day’s consumption• Actual Number of ESIIDs = total count of unique, active ESIIDs in SMT for today’s consumption• ESIID Data Completeness Ratio = Expected Number of ESIIDs / Actual Number of ESIIDs Received

• Example – On Feb 14, there are 7 million unique, active ESIIDs in SMT. The next day, Feb 15, there are 6.9 million ESIIDs for which consumption usage data are received. The ESIID Data Completeness Ratio for Feb 15 is 98.57% (6.9M / 7M).

• Active ESIID is defined by ESIID that have an active REP-of-Record in SMT• Consumption Usage data received can be actual or estimate. There is no need to distinguish between the two for this report metric.



31


Data Completeness – LSE / Register Reads

•LSE / Register Reads Data Completeness is measured using the following:• Expected Number of ESIIDs (LSE count) = total count of unique, active ESIIDs in SMT for prior day’s consumption• Actual Number of ESIIDs (Register Reads) = total count of unique, active ESIIDs in SMT for today’s consumption for which daily register

reads are received• LSE / Register Read Data Completeness Ratio = LSE Count / Register Reads

• Example would be End Reads received on 4/11 for 4/10 usage



32 32

AMWG CR 2013-003Measurement of Percentage of

Actual Meter Reads



33

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

Smart Meter Texas - Data Monitoring Report SMT Data Monitoring – Percentage of Actual Meter Reads Monthly Report

Feb 2015 AEP (Central) ------------------------------------------------------------------------------------------------------------------------------------------ # Intervals # Actual Intervals % Actuals Received Received

2014-02-01 xxxxxxx xxxxxxx xx.xx% 2014-02-02 xxxxxxx xxxxxxx xx.xx% 2014-02-03 xxxxxxx xxxxxxx xx.xx% 2014-02-04 xxxxxxx xxxxxxx xx.xx% 2014-02-05 xxxxxxx xxxxxxx xx.xx% 2014-02-06 xxxxxxx xxxxxxx xx.xx% … … 2014-02-26 xxxxxxx xxxxxxx xx.xx% 2014-02-27 xxxxxxx xxxxxxx xx.xx% 2014-02-28 xxxxxxx xxxxxxx xx.xx%

Monthly Average xxxxxxx xxxxxxx xx.xx%

New Monthly Report to measure the percentage of Actual Intervals Received





34

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





Measurement of Percentage of Actual Meter Reads

•Percentage of Actual Meter Reads is measured using the following:• Total Number of Intervals loaded = total number of intervals (actual and estimate) received the previous day• Total Number of Actual Intervals loaded = total number of actual intervals

• Percentage of Actual Meter Reads = # of Actuals / # Total Intervals

• To illustrate, on Feb 14, there are 20 million Intervals received for yesterday’s (Feb 13 consumption data) – 18 million Actuals and 2 million Estimates

• The percentage of actual meter reads displayed for Feb 14 (representing Feb 13 data) is 90% (18 million actuals / 20 million total intervals).



35 35

AMWG CR 2013-004Measurement of Percentage of

Estimated Meter Reads



36

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

Smart Meter Texas - Data Monitoring Report SMT Data Monitoring – Percentage of Estimate Meter Reads Monthly Report

Feb 2015 AEP (Central) ------------------------------------------------------------------------------------------------------------------------------------------ # ESIIDs % # ESIIDs % # ESIIDs % # ESIIDs % 1-24 Est 1-24 Est 24-95 Est 24-95 Est All Est All Est Total Total

2014-02-01 xxxxxxx xx.xx% xxxxxxx xx.xx% xxxxxxx xx.xx% xxxxxxx xx.xx% 2014-02-02 xxxxxxx xx.xx% xxxxxxx xx.xx% xxxxxxx xx.xx% xxxxxxx xx.xx% 2014-02-03 xxxxxxx xx.xx% xxxxxxx xx.xx% xxxxxxx xx.xx% xxxxxxx xx.xx% 2014-02-04 xxxxxxx xx.xx% xxxxxxx xx.xx% xxxxxxx xx.xx% xxxxxxx xx.xx% 2014-02-05 xxxxxxx xx.xx% xxxxxxx xx.xx% xxxxxxx xx.xx% xxxxxxx xx.xx% 2014-02-06 xxxxxxx xx.xx% xxxxxxx xx.xx% xxxxxxx xx.xx% xxxxxxx xx.xx% … … 2014-02-26 xxxxxxx xx.xx% xxxxxxx xx.xx% xxxxxxx xx.xx% xxxxxxx xx.xx% 2014-02-27 xxxxxxx xx.xx% xxxxxxx xx.xx% xxxxxxx xx.xx% xxxxxxx xx.xx% 2014-02-28 xxxxxxx xx.xx% xxxxxxx xx.xx% xxxxxxx xx.xx% xxxxxxx xx.xx%

Monthly Average xxxxxxx xx.xx% xxxxxxx xx.xx% xxxxxxx xx.xx% xxxxxxx xx.xx%

New Monthly Report to measure the percentage of Estimate Reads




37

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





Measurement of Percentage of Actual Meter Reads

•Estimates (1-24) – Number of ESIIDs for which there was an estimated interval present for 1 to 24 intervals for a given day (not necessarily consecutive intervals)

•Estimates (24-95) – Number of ESIIDs for which there was more than 24 intervals for a given day (not necessarily consecutive intervals)

•Estimates (All) – Number of ESIIDs that had all intervals estimated for a given day

•Calculations would be done for intervals received today for consumptions received yesterday



38 38

AMWG CR 2013-010Number of Reports Requested via Portal and

Number of FTP Access



39

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

Smart Meter Texas - Data Monitoring Report SMT Data Monitoring – Portal Access Monthly Report

Feb 2015 TDSP REP Third Party Customer (Bus) Customer (Res)

Portal Logins xxxxxxx xxxxxxx xxxxxxx xxxxxxx xxxxxxx

Ad hoc Usage – 15 Min Interval xxxxxxx xxxxxxx xxxxxxx xxxxxxx xxxxxxx Ad hoc Usage – Daily Meter Reads xxxxxxx xxxxxxx xxxxxxx xxxxxxx xxxxxxx Ad hoc Usage – Monthly Billed Usage xxxxxxx xxxxxxx xxxxxxx xxxxxxx xxxxxxx Green Button xxxxxxx xxxxxxx xxxxxxx xxxxxxx xxxxxxx On-Demand Read xxxxxxx xxxxxxx xxxxxxx xxxxxxx xxxxxxx

Monthly Total xxxxxxx xxxxxxx xxxxxxx xxxxxxx xxxxxxx

New Monthly Report to display Portal Monthly access of usage and login metrics



40


Smart Meter Texas - Data Monitoring Report SMT Data Monitoring – FTP Access Monthly Report

Feb 2015 # DUNS Access # ESIID Access

2014-02-01 xxxxxxx xxxxxxx 2014-02-02 xxxxxxx xxxxxxx 2014-02-03 xxxxxxx xxxxxxx 2014-02-04 xxxxxxx xxxxxxx 2014-02-05 2014-02-06 xxxxxxx xxxxxxx … … 2014-02-26 xxxxxxx xxxxxxx 2014-02-27 xxxxxxx xxxxxxx 2014-02-28 xxxxxxx xxxxxxx

Monthly Total xxxxxxx

New Monthly Report to measure the percentage of Estimate Reads

Number of unique DUNS that access the FTP per day

Total Number of ESIIDs those DUNS are associated with



41


Portal Access



•Number of usage downloads by user type

•Number of Green Button report downloads

•Number of On Demand Reads

•Number of Monthly logins by user type

FTP Access



•Number of unique DUNS that access the FTP per day

•Total Number of ESIIDs those DUNS are associated with



Rough Order Of Magnitude (ROM) Effort Classification

• These are rough order of magnitudes and do not include project ramp-up and testing effort (SIT & UAT) and only assumes unit testing.

• Actual estimates could vary significantly depending on requirements.• Ramp-up and testing would be 20 to 40% of the overall effort • Overall project cost will vary based on efficiency gains from packaging like functionality

Change Type ROM

MINOR 0 – 20 K

SMALL 20 – 40 K

MEDUIM 40 – 60 K

HIGH 60 – 120 K

VERY HIGH Over 120 K



ROM for CRs

CR # Description Other Changes ROM

AMWG CR 2013-015 Usage Graph to show 35 days

UI & table Medium

include change in export & print High

include version reports High

AMWG CR 2014-018 Generation Data SMT Portal View

UI & table - option1 Medium

UI & table - option2 Medium

include daily report High

include daily & monthly report High

AMWG CR 2013-008 Average Time to Deliver HAN Messages Small

AMWG CR 2013-011 Average Time from HAN Provision Request Small

AMWG CR 2013-001 Data Completeness Measurements Small

AMWG CR 2013-003 Measurement of % of Actual Meter Reads Small

AMWG CR 2013-004 Measurement of Estimates Medium

AMWG CR 2013-010 No. requested by GUI, FTPS Medium

Documents

© 2012 IBM Corporation 3 rd Party Registration & Account Management 1 1 SMT 2015 Approved AMWG Change Requests