SMT Update To AMWG Documentation

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

SMT Update To AMWGDocumentation

February 24, 2014


Review of Documentation Updates


Process Instructions - Interim Solution for RORs to Request Backfilling Historical Usage



4

SMT Historical Usage Reporting Functionality Backfill Requests Interim Solution Instructions

Version 5 Dated February 17, 2014

Added Version Number and Version Date


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AMWG Change Request 2013-17

Requirements outlined in Change Request approved by RMS

–Backfill of Historical Usage Data for Existing Customers • Ability for the REP of Record to request a one-time retrieval of historical interval usage

data (up to 12 months) for some or all of its existing customer base (backfill requests)


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Backfill of Historical Usage Requests – Functionality Delivered 12/18/13

Submit:

REP of Record requests a one-time report of historical usage data. The request may be for 15-minute interval usage data (up to 12 months), daily usage data (up to 12 months) ,or monthly usage data (up to 12 months).

Input:

REP request form and a listing of requested ESIIDs for existing customers

Output:Delivery format for 15-minute interval usage data: LSEorDelivery format for daily usage data: CSVorDelivery format for monthly usage: CSV


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Backfill of Historical Usage Requests – Functionality Delivered 12/18/13 (cont.)

Business Process

1. REP contacts the Help-Desk via email ([email protected]) or phone to create a ticket for historical usage backfill report

2. SMT sends the historical usage backfill report request form to the REP

3. REP utilizes SMT request form to request historical backfill usage for existing customers to include following information:

1. DUNS No (may include more than 1 DUNS number)

2. Start & End date

3. Report Type (15 min interval or Daily or Monthly)

4. REPs include with the request form a list of ESIIDs in a separate CSV file

5. SMT will place the request in the queue and will execute the job at the most optimized time e.g. after hours & weekends

6. SMT will place the historical usage report on the SMT FTPS site in the appropriate REP folder

7. SMT will inform the REP once the file has been placed on the SMT FTPS site

8. SMT will keep the file for 5 days on the SMT FTPS site and after those 5 days it will be deleted

Added Email Address


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Estimated Turnaround Time For Backfill of Historical Usage Requests

Parameter Estimates

For 1,000 ESIIDs for 1 year interval data – apprx 2 days*

For 100,000 ESIIDs for 1 year interval data – apprx 4 weeks*

*These are estimates only and actual will be dependent on the system load, other request, environmental constraints etc.



Request Form - Interim Solution for RORs to Request Backfilling Historical Usage


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Backfill of Historical Usage Requests - Form & Sample ESIID File

Backfill Request Form

Form Version 04 Dated February 17, 2014 Form May be Emailed to [email protected]

Request Date:

Requestor Name:

ROR Name:

Requestor E-mail Address

Requestor Phone Number(s)

ROR User ID (Optional): <SMT Account ID>

ROR DUNS Number(s):

ESIID(s):

Bulk Report Type:

Start Date:

End Date:

Notes: 1. SMT can process only up to 12 months of Usage data. 2. For reference, LSE File Format specifications can be downloaded from http://www.ercot.com/content/services/mdt/userguides/ret/Interval_Data_LSE_File_Specification_v1.2.doc

Monthly Interval

Daily Interval Monthly

ROR REQUEST FORM FOR BULK REPORT (EXISTING CUSTOMERS)

ESIID List Attached All

Form Version 04 Dated February 17, 2014Added Version Number and Version Date

Added SMT Email Address

Changed from ROR to Requestor for Email and Phone

Added Boxes for All and ESIID List Attached



• AMWG Change Request Spreadsheet


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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

2014-2015 In Process

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

JDOA Estimation


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

JDOA Estimation


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

JDOA Estimation


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

JDOA Estimation


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

JDOA Estimation


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

JDOA Estimation


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

JDOA Estimation


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

JDOA Estimation


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

JDOA Estimation


AMWG / RMS Change Requests

Added Column for Actual Embedded Document Link

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

Documents

SMT Update To AMWG Documentation