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New 3 rd Party Processes (Part 1 of 2)

New 3 rd Party Processes (Part 1 of 2). 3 rd Party. Unguided Tour >. Account Registration. P2: 3 rd Party New Account Registration. Initiates New Agreement. P3A : New Energy Data Agreement. P4 : New In-Home Device Services Agreement. P5 : New In-Home Device Agreement.

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New 3 rd Party Processes (Part 1 of 2)

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  1. New 3rd Party Processes (Part 1 of 2) 3rd Party Unguided Tour > Account Registration P2: 3rd Party New Account Registration Initiates New Agreement P3A: New Energy Data Agreement P4: New In-Home Device Services Agreement P5: New In-Home Device Agreement Requests Extension P3B: 3rd Party Requests Extension View & Edit Agreement P9 (1): Energy Data Agreement P9 (2): In-Home Device Services Agreement P9 (3): In-Home Device Agreement Access Customer’s Data P10A: Views Customer Energy Data P10B: Removes In-Home Device Registered Customer (Business) Unguided Tour > Accepts Agreement P6A (1): Energy Data Agreement P6A (2): In-Home Device Services Agreement P6A (3): In-Home Device Agreement Rejects Agreement P7A (1): Energy Data Agreement P7A (2): In-Home Device Services Agreement P7A (3): In-Home Device Agreement View & Edit Agreement P8 (1): Energy Data Agreement P8 (2): In-Home Device Services Agreement P8 (3): In-Home Device Agreement Un-registered Customer Accepts Agreement P6B (1): Energy Data Agreement P6B (2): In-Home Device Services Agreement P6B (3): In-Home Device Agreement Rejects Agreement P7B (1): Energy Data Agreement P7B (2): In-Home Device Services Agreement P7B (3): In-Home Device Agreement

  2. -------------------------- 3rd Party – New Account Registration --------------------------

  3. Register 3rd Party Registration – Select SMT Account Type Back to Main P2: 3rd Party Registration • Home / Select Account Type • Select the Type of Smart Meter Account You Need • Retail Electric Provider (REP) • View meter usage data for your residential and business customers • Retail Electric Provider (REP) accounts include 3rd Party capabilities. • Create a New REP Account • Request Access to an Existing REP Account • 3rd Party Service Provider • Request access to your customers’ usage data • Request access to your customer’s HAN device • Create a New 3rd Party Account • Request Access to an Existing 3rd Party Account • Transmission and Distribution Service Provider (TDSP) • Support REPs • View reports of how electricity is used. • Request Access to an Existing TDSP Account • Regulatory Entity • View meter usage data for all Texas Smart Meters • Request Access to an Existing Regulatory Account Cancel

  4. Register - - Ext. 3rd Party Registration – Create New Account (Step 1 of 2) Back to Main P2: 3rd Party Registration Home/ Select Account Type/ New 3rd Party Account Step 1 of 2 Create a New 3rd Party Service Provider Account – Step 1 of 2 * Indicates a required field. Business Information * Business Name: * Address 1: Address 2: * City: * State: * Zip Code: * Country: * Phone: * Email Address: * Re-enter Email Address: Security Information * DUNS: Company URL: Privacy Policy URL: Upload company logo: TRUSTe PRIVACYSMART Seal: Upload PRIVACYSMART Logo: Browse to Add Remove Browse to Add Remove Next Cancel

  5. Register 3rd Party Registration – Create New Account (Step 2 of 2) Back to Main P2: 3rd Party Registration Home/ Select Account Type/ New 3rd Party Account Step 2 of 2 Create a New 3rd Party Service Provider Account – Step 2 of 2 Security & Privacy Policy Previous Finish Cancel

  6. Register 3rd Party Registration – Submission Successful Confirmation Back to Main P2: 3rd Party Registration • Home/ New 3rd Party Service Provider Registration Submitted • New 3rd Party Service Provider Registration has been Submitted Your request to register with Smart Meter Texas (SMT) has been submitted • You will be contacted by SMT shortly to verify your credential and API/FTP connectivity. • Once you are approved by SMT, you will receive an email with a temporary password. • You must login with that temporary password within 14 calendar days to complete you registration

  7. SMART METER ‾‾‾‾‾‾ TEXASTM ‾‾‾‾‾‾ A verysmart wayfor Texans to manage electricity! Your new 3rd Party Account has been approved to access Smart Meter Texas. 3rd Party Registration – Temporary Password Email Back to Main Smart Meter Texas Approval Granted – 3rd Party Account 03/15/2012 10:15 From: Smart Meter Texas Team <SMTAdmin@smartmetertexas.com>, To: ThomasJones@ibm.us.com Cc: customerservices@acmeservice.com P2: 3rd Party Registration Your request for access to Smart Meter Texas (SMT) has been approved. By <<mm/dd/yy>> [mm/dd/yy = today + 14 calendar days], you must finish setting up your Smart Meter Texas account or your account will be deleted and you will have to re-register. Follow these steps to complete setup: 1. Access the Smart Meter Texas web site at www.smartmetertexas/CAP/private 2. Log In using this temporary password: <<temp pswd>> 3. Change your password 4. Select a security question After you complete registration, you will see your Home page for the Smart Meter Texas web site. Click on the My Account tab to start creating and managing 3rd Party agreements with customers. Explore other parts of your web site and learn more! If you have questions, you may contact the Smart Meter Texas Help Desk at 1-888-616-5859. Regards, Smart Meter Texas Team For help on this or other topics, please visit our website: https://www.smartmetertexas.com/CAP/public/learn_more/learn_more_overview.html You can also access the User Guide and other Help topics by logging on to: https://www.smartmetertexas.com/CAP/public and clicking the “Help” tab *** Please do not reply to this automated message – this was sent by an email address that cannot accept replies.

  8. 3rd Party Registration – Change Password Back to Main P2: 3rd Party Registration Change Password Cancel

  9. 3rd Party Registration – Create Security Question Back to Main Save Question

  10. ------------------------------ 3rd Party User – Main Pages ------------------------------

  11. 3rd Party User – SMT Entry - Login Back to Main P3A: New Energy Data Agreement P2: 3rd Party Registration OverviewTDSPs REPs 3rd Parties Learn More Welcome to Smart Meter Texas (SMT) Get started... You have arrived at the SMT web site for TDSPs, REPs and 3rd Parties. The tools on this site allow you to view and monitor the electricity usage of your customers. Click Register Now to open a SMT account and start monitoring your customers' electric use. Once registered you will be able to: Manage Your Account... Manage your account and update your profile. If you are an Administrator you will also be able to manage other users that you have authorized to have access to your company account. Manage Your Customer's HAN Devices... Add or Remove HAN Devices for any of your customer's meters. View Usage Data... View the electricity usage reports for any of your customer's Smart Meters. You can search for any of your customer's Smart Meters. Once you have found the Smart Meter you can view reports or export the usage data. Read Notifications... View messages regarding planned system outages, new site features and other information related to the SMT web site.

  12. Welcome, Chris Log Out Home My Account Usage Notices Help FAQs Security Terms and Conditions About Us Welcome Contact Us 3rd Party User – Home – Welcome page Back to Main P3A: New Energy Data Agreement

  13. Welcome, Chris Log Out Home My Account Usage Notices Help Pending Approvals In-Home Device Messages Manage Users Customer Meters (ROR) Company Profile Customer Agreements (3rd Party) My Profile ROR User – My Account – Search for Meters (ROR) Back to Main My Account / Customer Meters Search (ROR) Customer Meters Search • If the account has <= 25 customer meters, SMT will display a list of meters instead of this search page. The breadcrumb of the list page is: • My Account / Customer Meters (ROR) • This function is not available on the left navigation if the account is 3rd Party only. Type a list of meters or Show all Meters * Indicates a required field. * Select type of meter identified: ESIID(s) Meter Number(s) * Type one or more meter number(s): * Import Meter(s) from a file: Browse… Import Search

  14. Welcome, Chris Log Out Home My Account Usage Notices Help Customer Meters (ROR) Pending Approvals Manage Users In-Home Device Messages Customer Agreements (3rd Party) Company Profile My Profile 3rd Party User – My Account – Search Customer Agreements Back to Main P3A: New Energy Data Agreement • If the account has <= 25 customer agreements, SMT will display a list of agreements instead of this search page. Breadcrumb of the list page is: • My Account / Customer Agreements (3rd Party) • If the account is 3rd Party only, the left navigation of this function will be “Customer Agreement” and the breadcrumb of the page will read: • My Account / Customer Agreements (<= 25 agreements in account) • My Account / Customer Agreements Search (> 25 agreements in account) My Account / Customer Agreements Search (3rd Party) Customer Agreements Search P4: New In-Home Device Services Agreement * Indicates a required field. P5: New In-Home Device Agreement Choose your search criteria and type in a one or more search items. * Select type of agreement search criteria: * Type one or more search items: (separated by commas) Agreement Number(s) Customer Last Name / Business Name ESIID(s) In-Home Device MAC Address P3B: Request Energy Data Agreement Extension P9 (1): Manage Energy Data Agreement Search P9 (2): Manage In-Home Device Services Agreement Create a new agreement: Energy Data In-Home Device Services In-Home Device P9 (3): Manage In-Home Device Agreement P10B: Remove In-Home Device

  15. Welcome, Chris Log Out Home My Account Usage Notices Help Customer Agreements (3rd Party) In-Home Device Messages Manage Users Pending Approvals Customer Meters (ROR) My Profile Company Profile 3rd Party User – My Account – Search Customer Agreement Search Results (Page 1 of 2) Back to Main P3B: Request Energy Data Agreement Extension My Account / Customer Agreements Search (3rd Party) Customer Agreements Search P9 (1): Manage Energy Data Agreement * Indicates a required field. Choose your search criteria and type in a one or more search items. P9 (2): Manage In-Home Device Services Agreement * Select type of agreement search criteria: Agreement Number(s) Customer Last Name / Business Name ESIID(s) In-Home Device MAC Address P9 (3): Manage In-Home Device Agreement Type one or more search items: (separated by commas) P10B: Remove In-Home Device Search Search Results

  16. 3rd Party User – My Account – Search Customer Agreement Search Results (Page 2 of 2) Back to Main View/Edit Agreement Export Agreements P3B: Request Energy Data Agreement Extension Showing 1 - 25 of 113 1 2345 <--Previous | Next--> P9 (1): Manage Energy Data Agreement P9 (2): Manage In-Home Device Services Agreement P9 (3): Manage In-Home Device Agreement P10B: Remove In-Home Device Showing 1 - 25 of 113 1 2345 <--Previous | Next--> View/Edit Agreement Export Agreements Create a new agreement: Energy Data In-Home Device Services In-Home Device

  17. Welcome, Chris Log Out Home My Account Usage Notices Help My Profile Company Profile Customer Agreements (3rd Party) In-Home Device Messages Pending Approvals Customer Meters (ROR) Manage Users • If the account has <= 25 customer meters, breadcrumb of this page will be: • My Account / Customer Agreements (3rd Party) / Export Agreements Request Submitted 3rd Party User – My Account – Customer Agreement – SMT Confirms Export Agreements Back to Main My Account / Customer Agreements Search (3rd Party) / Export Agreements Request Submitted Export Agreement Submission Successful Your request to export agreements has been received. Your order number is e3eca89d6ad16f8222e380fe The report will be available in approximately 24 hours. You will receive an email notification when the report is available. You can find the status of your reports by selecting 'Report Request Status'.

  18. Welcome, Chris Log Out Home My Account Usage Notices Help In-Home Device Messages Company Profile My Profile Customer Agreements (3rd Party) Customer Meters (ROR) Manage Users Pending Approvals 3rd Party User – My Account – In-Home Device Messages Back to Main My Account / In-Home Device Messages In-Home Device Messages – Request Message Log * Indicates a required field. * Message Type: * Date of Message: Submit Request

  19. Welcome, Chris Log Out Home My Account Usage Notices Help My Profile Customer Agreements (3rd Party) In-Home Device Messages Company Profile Manage Users Pending Approvals Customer Meters (ROR) 3rd Party User – My Account – My Profile Back to Main My Account / My Profile My Profile Personal Information *First Name: Patrick Middle Initial: A *Last Name: Wilson Suffix: Phone: 214-554-0165 *Account Email Address: pat@acmeservices.com Security UserID: PAT Password: Security Question: What street did you leave on in 3rd grade? Security Question Answer: Permissions DUNS: Access to Energy Data: Yes Access to In-Home Device Services: Yes Change Password Change Security Edit Profile

  20. Welcome, Chris Log Out Home My Account Usage Notices Help - - Ext. 214 554 0165 My Profile Customer Agreements (3rd Party) Company Profile Customer Meters (ROR) In-Home Device Messages Manage Users Pending Approvals 3rd Party User – My Account – My Profile – Edit Profile Back to Main My Account / My Profile / Edit My Profile Edit My Profile Personal Information *First Name: Middle Initial: *Last Name: Suffix: Phone: *Account email address: *Re-enter email address: Security UserID: CWILSON Password: Security Question: What street did you leave on in 3rd grade? Security Question Answer: Permissions DUNS: Access to Energy Data: Yes Access to In-Home Device Services: Yes Chris A Wilson pat@acmeservices.com pat@acmeservices.com Change Password Change Security Save Profile Cancel

  21. Welcome, Chris Log Out Home My Account Usage Notices Help My Profile In-Home Device Messages Customer Agreements (3rd Party) Company Profile Manage Users Pending Approvals Customer Meters (ROR) 3rd Party User – My Account – Company Profile Back to Main My Account / Company Profile Company Profile Company Information Company Name: Acme Services Address 1: 12 Oxford Drive Address 2: STE 123 City: Dallas State: TX Zip Code: 75102 Country: United States Phone: 214-554-0412 Account email address: 3party@acmeservices.com Permissions DUNS: Security Company URL: www.acmeservices.com Privacy Policy URL: www.acmeservices.com/privacypolicy TRUSTe PRIVACYSMART Seal: Yes Edit Profile

  22. Welcome, Chris Log Out Home My Account Usage Notices Help TX United States - - Ext. 214 554 0412 My Profile Customer Meters (ROR) Customer Agreements (3rd Party) In-Home Device Messages Pending Approvals Manage Users Company Profile 3rd Party (Admin) – My Account – Company Profile – Edit Company Profile Back to Main My Account / Company Profile / Edit Company Profile Edit Company Profile * Indicates a required field. Company Information * Company Name: * Address 1: Address 2: * City: * State: * Zip Code: * Country: * Phone: * Email Address: * Re-enter Email Address: DUNS: Company URL: Privacy Policy URL: Upload company logo: TRUSTe PRIVACYSMART Seal: x Upload PRIVACYSMART Logo: ACME Services 12 Oxford Drive STE 123 Dallas 75102 3party@acmeservices.com 3party@acmeservices.com DUNS number Add DUNs Remove DUNs www.acmeservices.com www.acmeservices.com/privacypolicy Browse to Add Remove Browse to Add Remove Save Profile Cancel

  23. Welcome, Chris Log Out Home My Account Usage Notices Help My Profile Customer Agreements (3rd Party) Company Profile In-Home Device Messages Customer Meters (ROR) Pending Approvals Manage Users ROR / 3rd Party (Admin) – My Account – Manage Users Back to Main My Account / Manage Users Manage Users Edit User Suspend Reinstate Revoke Edit User Suspend Reinstate Revoke

  24. Welcome, Chris Log Out Home My Account Usage Notices Help Company Profile My Profile Pending Approvals Manage Users Customer Agreements In-Home Device Messages 3rd Party (Admin) – My Account – Manage Users – Edit User Back to Main My Account / Manage Users / Edit User Account Details Edit User Account Details * indicates required fields Account Type: 3rd Party User Account Status: Active Personal Information * First Name: Patrick Middle Initial: * Last Name: Wilson Suffix: Phone: 204-322-8965 * Account email address: patwilson@acme..com Permissions Access to Energy Data: Access to In-Home Device Services: Action Type * Access * Comments: Save Account Cancel

  25. Welcome, Chris Log Out Home My Account Usage Notices Help My Profile Customer Agreements (3rd Party) In-Home Device Messages Manage Users Pending Approvals Customer Meters (ROR) Company Profile ROR (Admin) – My Account – Manage Users – Edit User Back to Main My Account / Manage Users / Edit User Account Details Edit User Account Details * Indicates required fields Account Type: REP User Account Status: Pending Personal Information * First Name: Patrick Middle Initial: * Last Name: Wilson Suffix: Phone: 204-322-8965 * Account Email Address: patwilson@acme.com Permissions ROR DUNS: 3rd Party: Access to Energy Data: Access to In-Home Device Services: Action Type * Access: * Comments: Save Account Cancel

  26. Welcome, Chris Log Out Home My Account Usage Notices Help My Profile Pending Approvals Manage Users Company Profile Customer Agreements (3rd Party) Customer Meters (ROR) In-Home Device Messages ROR / 3rd Party (Admin) – My Account – Pending Approvals Back to Main My Account / Pending Approvals Pending Approvals The following registered accounts are waiting approval to have access to the Smart Meter Texas portal. Edit Permissions Approve Decline Edit Permissions Approve Decline

  27. Welcome, Chris Log Out Home My Account Usage Notices Help My Profile Company Profile In-Home Device Messages Pending Approvals Customer Agreements Manage Users 3rd Party (Admin) – My Account – Pending Approvals – Edit Permission Back to Main My Account / Pending Approvals / Edit User Account Permission Edit User Account Details * Indicates required fields Account Type: 3rd Party User Account Status: Pending Personal Information * First Name: Patrick Middle Initial: * Last Name: Wilson Suffix: Phone: 204-322-8965 * Account Email Address: patwilson@acme.com Permissions Access to Energy Data: Access to In-Home Device Services: Action Type * Access: * Comments: Save Account Cancel

  28. Welcome, Chris Log Out Home My Account Usage Notices Help My Profile Manage Users Customer Agreements (3rd Party) In-Home Device Messages Pending Approvals Customer Meters (ROR) Company Profile ROR (Admin) – My Account – Pending Approvals – Edit Permission Back to Main My Account / Pending Approvals / Edit User Account Permission Edit User Account Permission * Indicates required fields Account Type: REP User Account Status: Pending Personal Information * First Name: Patrick Middle Initial: * Last Name: Wilson Suffix: Phone: 204-322-8965 * Account Email Address: patwilson@acme.com Permissions ROR DUNS: 3rd Party: Access to Energy Data: Access to In-Home Device Services: Action Type * Access: * Comments: Save Account Cancel

  29. Welcome, Chris Log Out Home My Account Usage Notices Help Customer Meters (3rd Party) Customer Meters (ROR) Report Request Status (3rd Party) Report Request Status (ROR) ROR User – Usage – Customer Meters (ROR) Back to Main Usage / Customer Meters Search (ROR) Customer Meters Search • If the account has <= 25 customer meters, SMT will show a list of customer meters instead of the Search page. The breadcrumb of the list page is: • Usage / Customer Meters (ROR) • This function is not available on the left navigation if the account is 3rd Party only. * Indicates a required field. Type a list of meters OR Import list of meters from a file. or Show All Meters * Select a meter identifier: ESIID Meter Number Type one or more meter numbers: Browse… Import Import Meter(s) from a file: Search

  30. Welcome, Chris Log Out Home My Account Usage Notices Help Customer Meters (3rd Party) Customer Meters (ROR) Report Request Status (3rd Party) Report Request Status (ROR) 3rd Party User – Usage – Customer Meters (3rd Party) Back to Main P10A: View Customer Energy Data • If the account has <= 25 customer agreements, SMT will display a list of agreements instead of this search page. Breadcrumb of the list page is: • Usage / Customer Meters (3rd Party) • If the account is 3rd Party only, the left navigation of this function will be “Customer Meters” and the breadcrumb of the page will read: • Usage / Customer Meters (<= 25 agreements in account) • Usage / Customer Meters Search (> 25 agreements in account) Usage / Customer Meters Search (3rd Party) Customer Meters Search * Indicates a required field. Choose your search criteria and type in a one or more search items. * Select a search criteria: Agreement Number(s) Customer Last Name ESIID(s) Type one or more search items: (separated by commas) Browse… Import Import ESIID(s) from a file: Search

  31. Welcome, Chris Log Out Home My Account Usage Notices Help Report Request Status (ROR) Customer Meters (ROR) Report Request Status (3rd Party) Customer Meters (3rd Party) 3rd Party User – Usage – Customer Meters (3rd Party) Search Results (Page 1 of 2) Back to Main P10A: View Customer Energy Data Usage / Customer Meters Search (3rd Party) Customer Meters Search * Indicates a required field. Choose your search criteria and type in a one or more search items. * Select a search criteria: Agreement Number(s) Customer Last Name ESIID(s) Type one or more search items: (separated by commas) Browse… Import Import ESIID(s) from a file: Search Search Results

  32. 3rd Party User – Usage – Customer Meters (3rd Party) Search Results (Page 2 of 2) Back to Main View Report Export Reports P10A: View Customer Energy Data Showing 1 - 25 of 113 1 2345 <--Previous | Next--> Showing 1 - 25 of 113 1 2345 <--Previous | Next--> View Report Export Reports

  33. Welcome, Chris Log Out Home My Account Usage Notices Help Customer Meters (3rd Party) Report Request Status (3rd Party) Report Request Status (ROR) Customer Meters (ROR) • If the account has <= 25 customer meters, breadcrumb of this page will be: • Usage / Customer Meters (3rd Party) / Export Usage Report(s) 3rd Party User – Usage – Customer Meters Export Usage Report Back to Main P10A: View Customer Energy Data Usage / Customer Meters Search (3rd Party) / Export Usage Report(s) Export Usage Report(s) You have selected 1 report to export Ad Hoc Report Options Start Date End Date Daily Usage (15 min intervals) Daily Meter Reads Monthly Usage 01/18/2013 01/20/2013 12/21/2012 01/20/2013 Jan 2012 Jan 2013 Export Report(s) in CSV Scheduled Report Options Start Date End Date Frequency Daily Usage (15 min intervals) Daily Meter Reads Monthly Usage Daily Daily Monthly Usage 01/18/2013 01/20/2013 12/21/2012 01/20/2013 Jan 2012 Jan 2013 Submit Cancel

  34. Welcome, Chris Log Out Home My Account Usage Notices Help Customer Meters (3rd Party) Report Request Status (ROR) Report Request Status (3rd Party) Customer Meters (ROR) • If the account has <= 25 customer meters, breadcrumb of this page will be: • Usage / Customer Meters (3rd Party) / Export Usage Report(s) / Request Submitted 3rd Party User – Usage – SMT Confirms Customer Meters Usage Report Submitted Back to Main P10A: View Customer Energy Data Usage / Customer Meters Search (3rd Party) / Export Usage Report(s) / Request Submitted Export Usage Report Submission Successful Your request to export a usage report has been received. Your order number is e3eca89d6ad16f8222e380fe The report will be available in approximately 24 hours. You will receive an email notification when the report is available. You can find the status of your reports by selecting 'Report Request Status'. Note: If you have requested a report for the same ESIID within the last 3 months, the usage data of that ESIID will not be included in your new report.

  35. Welcome, Chris Log Out Home My Account Usage Notices Help Customer Meters (3rd Party) Report Request Status (ROR) Report Request Status (3rd Party) Customer Meters (ROR) • If the account has <= 25 customer meters, breadcrumb of this page will be: • Usage / Customer Meters (3rd Party) / Customer Meters – Usage report 3rd Party User – Usage – Customer Meters View Usage Report (Page 1 of 2) Back to Main P10A: View Customer Energy Data Usage / Customer Meters Search (3rd Party) / Customer Meters – Usage Report Customer Meters – Usage Report Address: 123 Demo Drive, ESI ID: 88888880000000001 Anytown, TX. Meter Multiplier: 1

  36. 3rd Party User – Usage – Customer Meters View Usage Report (Page 2 of 2) Back to Main Print Export Report in CSV < Previous Day Next Day > On Demand Read P10A: View Customer Energy Data To view the generation data of this ESIID, export the usage report using the CSV format. Print Export Report in CSV < Previous Day Next Day >

  37. Welcome, Chris Log Out Home My Account Usage Notices Help Report Request Status (3rd Party) Customer Meters (ROR) Customer Meters (3rd Party) Report Request Status (ROR) 3rd Party User – Usage – Report Request Status (ROR) Back to Main Usage / Report Request Status (ROR) Report Request Status (ROR) Showing 1 - 25 of 113 1 2345 <--Previous | Next--> Showing 1 - 25 of 113 1 2345 <--Previous | Next-->

  38. Welcome, Chris Log Out Home My Account Usage Notices Help Report Request Status (3rd Party) Customer Meters (ROR) Customer Meters (3rd Party) Report Request Status (ROR) 3rd Party User – Usage – Report Request Status (3rd Party) Back to Main Usage / Report Request Status (3rd Party) Report Request Status (3rd Party) Showing 1 - 25 of 113 1 2345 <--Previous | Next--> Showing 1 - 25 of 113 1 2345 <--Previous | Next-->

  39. Welcome, Chris Log Out Home My Account Usage Notices Help Current Messages 3rd Party User – Notices – Current Messages Back to Main Notices / Current Messages Current Messages Added breadcrumb to match left navigation Messages No messages are listed.

  40. Welcome, Chris Log Out Home My Account Usage Notices Help FAQs User Guide Important Links Contact Us See Demo 3rd Party User – Help – See Demo page Back to Main Help / See a Demo See a Demo Added breadcrumb to match left navigation

  41. ---------------- 3rd Party User Creates a New Energy Data Agreement ----------------

  42. Welcome, Chris Log Out Home My Account Usage Notices Help My Profile Customer Meters (ROR) In-Home Device Messages Company Profile Pending Approvals Customer Agreements (3rd Party) Manage Users • If the account has > 25 customer agreements, breadcrumb of this page will be: • My Account / Customer Agreements Search (3rd Party) / Initiate Energy Data Agreement 3rd Party User – Initiate New Energy Data Agreement (Page 1 of 2) Back to Main P3A: New Energy Data Agreement My Account / Customer Agreements (3rd Party) / Initiate Energy Data Agreement Initiate Energy Data Agreement *Indicates a required field *Is customer already registered with SMT? Yes No *Is customer Residential or Business? Residential Business Customer Information * Account Authorization Code: * Email Address: First Name / Business Name: Last Name: Phone Number: Language Preference: 3rd Party Contact Information * 3rd Party Company Name: ACME Services * 3rd Party Email: * 3rd Party Phone Number: * 3rd Party Contact: Agreement Information customerservice@acme.com 215-222-5700 Pat Jones

  43. 3rd Party User – Initiate New Energy Data Agreement (Page 2 of 2) Back to Main Agreement Information * Agreement Duration: * ESIID(s) to be covered by Agreement: * ESIID(s): Enter one ESIID (for validation only): Enter one or more ESIIDs: (Separate by commas) Or Import ESIIDs from a file: Comments: Terms and Conditions P3A: New Energy Data Agreement Select Duration All ESIIDs In Account Only Specified Browse Import Cancel Send Invitation

  44. Welcome, Chris Log Out Home My Account Usage Notices Help My Profile In-Home Device Messages Company Profile Customer Meters (ROR) Pending Approvals Customer Agreements (3rd Party) Manage Users • If the account has > 25 customer agreements, breadcrumb of this page will be: • My Account / Customer Agreements Search (3rd Party) / View & Edit Customer Agreement 3rd Party User – SMT Confirms Energy Data Agreement Invitation Request Sent Back to Main My Account / Customer Agreements (3rd Party)/ View & Edit Customer Agreement View & Edit Customer Agreement • Energy Data Agreement Invitation Submitted • If you have entered or imported multiple ESIIDs for this Agreement: • Please verify if all the ESIIDs provided are included in the Pending Agreement. • Invalid ESIIDs imported during the initiation will not be included in the Pending Agreement. • Contact the Customer to verify the accuracy of the ESIIDs that are missing from the Agreement. • You will receive a confirmation email. • The customer will receive an email with a link to accept or reject the agreement invitation. • An email will be sent to you once the invitation has been accepted or rejected. Agreement Information Customer Agreement #: 102512000233 Agreement Status: Pending Agreement Start Date: N/A Agreement Type: Energy Data Agreement End Date: N/A Extend Agreement By: Select Duration Resend Email Extend Agreement Terminate Agreement View ESIIDs Customer Information Customer Name: Chris Akin Service Address: N/A Customer Email Address: cakin@gmail.com Customer Phone #: 000-000-0000 Back

  45. ------------- 3rd Party User Requests Energy Data Agreement Extension -------------

  46. Welcome, Chris Log Out Home My Account Usage Notices Help My Profile In-Home Device Messages Company Profile Customer Agreements (3rd Party) Pending Approvals Customer Meters (ROR) Manage Users • If the account has > 25 customer agreements, breadcrumb of this page will be: • My Account / Customer Agreements Search (3rd Party) / View & Edit Customer Agreement 3rd Party User – View and Edit Customer Energy Data Agreement Back to Main P3B: Request Energy Data Agreement Extension My Account / Customer Agreements (3rd Party) / View & Edit Customer Agreement View & Edit Customer Agreement P9 (1): Manage Energy Data Agreement Agreement Information Customer Agreement #: 102512000233 Agreement Status: Active Agreement Start Date: 01/01/2012 Agreement Type: Energy Data Agreement End Date: 06/30/2012 Extend Agreement By: Select Duration Resend Email Extend Agreement Terminate Agreement View ESIIDs Customer Information Customer Name: Chris Akin Service Address: N/A Customer Email Address: cakin@gmail.com Customer Phone #: 000-000-0000 Back

  47. Welcome, Chris Log Out Home My Account Usage Notices Help My Profile In-Home Device Messages Company Profile Customer Agreements (3rd Party) Pending Approvals Customer Meters (ROR) Manage Users • If the account has > 25 customer agreements, breadcrumb of this page will be: • My Account / Customer Agreements Search (3rd Party) / View & Edit Customer Agreement 3rd Party User – Extend Customer Energy Data Agreement Back to Main P3B: Request Energy Data Agreement Extension Select Duration My Account / Customer Agreements (3rd Party) / View & Edit Customer Agreement View & Edit Customer Agreement Agreement Information Customer Agreement #: 102512000233 Agreement Status: Active Agreement Start Date: 01/01/2012 Agreement Type: Energy Data Agreement End Date: 06/30/2012 Extend Agreement By: 1 month 3 months 6 months Resend Email Extend Agreement Terminate Agreement View ESIIDs Customer Information Customer Name: Chris Akin Service Address: N/A Customer Email Address: cakin@gmail.com Customer Phone #: 000-000-0000 Back

  48. Welcome, Chris Log Out Home My Account Usage Notices Help My Profile In-Home Device Messages Company Profile Customer Agreements (3rd Party) Pending Approvals Customer Meters (ROR) Manage Users • If the account has > 25 customer agreements, breadcrumb of this page will be: • My Account / Customer Agreements Search (3rd Party) / View & Edit Customer Agreement 3rd Party User – SMT Confirms Energy Data Agreement Extension Request Submitted Back to Main P3B: Request Energy Data Agreement Extension My Account / Customer Agreements (3rd Party)/ View & Edit Customer Agreement View & Edit Customer Agreement • Energy Data Agreement Extension Submitted • Your Customer Agreement extension request has been submitted. • You will receive a confirmation email. • The customer will receive an email with a link to accept or reject the agreement extension request. • An email will be sent to you once the extension request has been accepted or rejected. Agreement Information Customer Agreement #: 102512000233 Agreement Status: Extension Pending Agreement Start Date: 01/01/2013 Agreement Type: Energy Data Agreement End Date: 06/30/2013 Extension Duration: 3 months Extend Agreement By: Select Duration Resend Email Extend Agreement Terminate Agreement View ESIIDs Customer Information Customer Name: Chris Akin Service Address: N/A Customer Email Address: cakin@gmail.com Customer Phone #: 000-000-0000 Back

  49. Welcome, Chris Log Out Home My Account Usage Notices Help My Profile Customer Meters (ROR) Customer Agreements (3rd Party) Manage Users Company Profile Pending Approvals In-Home Device Messages • If the account has > 25 customer agreements, breadcrumb of this page will be: • My Account / Customer Agreements Search (3rd Party) / View & Edit Customer Agreement 3rd Party User – View and Edit Customer Energy Data Agreement – Extension Pending Back to Main P3B: Request Energy Data Agreement Extension My Account / Customer Agreements (3rd Party) / View & Edit Customer Agreement View & Edit Customer Agreement Agreement Information Customer Agreement #: 102512000233 Agreement Status: Extension Pending Agreement Start Date: 01/01/2012 Agreement Type: Energy Data Agreement End Date: 06/30/2012 Extension Duration: 3 Months Extend Agreement By: Select Duration Resend Email Extend Agreement Terminate Agreement View ESIIDs Customer Information Customer Name: Chris Akin Service Address: N/A Customer Email Address: cakin@gmail.com Customer Phone #: 000-000-0000 Back

  50. ------------- 3rd Party User Views and Manages Energy Data Agreement -------------

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