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New 3 rd Party Processes

New 3 rd Party Processes. Energy Data Agreement. HAN Services Agreement. HAN Device Agreement. Agreement Initiation And Customer Acceptance. P3A : 3 rd Party Initiates New Agreement. P4 : 3 rd Party Initiates New Agreement. P5 : 3 rd Party Initiates New Agreement.

blake-yates
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New 3 rd Party Processes

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  1. New 3rd Party Processes Energy Data Agreement HAN Services Agreement HAN Device Agreement Agreement Initiation And Customer Acceptance P3A: 3rd Party Initiates New Agreement P4: 3rd Party Initiates New Agreement P5: 3rd Party Initiates New Agreement P6A (1): Registered Customer Accepts Invite P6A (2): Registered Customer Accepts Invite P6A (3): Registered Customer Accepts Invite P6B (1): Unregistered Customer Accepts Invite P6B (2): Unregistered Customer Accepts Invite P6B (3): Unregistered Customer Accepts Invite P7 (1): Customer Rejects Invite P7 (2): Customer Rejects Invite P7 (3): Customer Rejects Invite P3B: 3rd Party Requests Extension View And Manage Agreement P9 (1): 3rd Party Views and Manages P9 (2): 3rd Party Views and Manages P9 (3): 3rd Party Views and Manages P8 (1): Customer Views and Manages P8 (2): Customer Views and Manages P8 (3): Customer Views and Manages Access Data P10A: 3rd Party Accesses Customer Energy Data P10B: 3rd Party Accesses Customer HAN Device Free Form Navigation REP (as 3rd Party) User Starts Here Registered Business Customer Starts Here

  2. 3rd Party User Main Menu

  3. 3rd Party User – SMT Entry - Login Back to Main P3A: New Energy Data Agreement

  4. 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

  5. Welcome, Chris Log Out Home My Account Usage Notices Help Customer Agreements (3rd Party) My Profile Company Profile HAN Device Messages Pending Approvals Customer Meters (ROR) Manage Users 3rd Party User – My Account – Search for Meters Back to Main My Account / Search for Meter(s) Search for Meters 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

  6. Welcome, Chris Log Out Home My Account Usage Notices Help Customer Agreements (3rd Party) HAN Device Messages My Profile Pending Approvals Manage Users Customer Meters (ROR) Company Profile 3rd Party User – My Account – Search Customer Agreements Back to Main P3A: New Energy Data Agreement P10B: Access Customer HAN Device My Account / Customer Agreements P4: New HAN Services Agreement Search for Customer Agreements * Indicates a required field. P5: New HAN Device Agreement Choose your search criteria and type in a one or more search items. * Select type of agreement search criteria. Agreement Number(s) Customer Last Name ESIID(s) HAN Device MAC Address P3B: Requests Energy Data Agreement Extension Type one or more search items: (separated by commas) P9 (1): View / Manage Energy Data Agreement Search P9 (2): View / Manage HAN Services Agreement Create a new agreement: Energy Data HAN Services HAN Device P9 (3): View / Manage HAN Device Agreement

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

  8. 3rd Party User – My Account – Search Customer Agreement Search Results (Page 2 of 2) Back to Main View/Edit Agreement Export Agreements View HAN Device View Usage P3B: Requests Energy Data Agreement Extension Showing 1 - 25 of 113 1 2345 <--Previous | Next--> P9 (1): View / Manage Energy Data Agreement P9 (2): View / Manage HAN Services Agreement P9 (3): View / Manage HAN Device Agreement P10B: Accesses Customer HAN Device Showing 1 - 25 of 113 1 2345 <--Previous | Next--> View/Edit Agreement Export Agreements View Usage View HAN Device Create a new agreement: Energy Data HAN Services HAN Device

  9. Welcome, Chris Log Out Home My Account Usage Notices Help Company Profile Customer Agreements (3rd Party) HAN Device Messages Manage Users Pending Approvals Customer Meters (ROR) My Profile 3rd Party User – My Account – Customer Agreement – SMT Confirms Export Agreements Back to Main My Account / Customer Agreements / Export Agreements Request Submitted Export Agreements 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'.

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

  11. Welcome, Chris Log Out Home My Account Usage Notices Help HAN Device Messages Customer Agreements (3rd Party) Company Profile My Profile Pending Approvals Customer Meters (ROR) Manage Users 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: Change Password Change Security Permissions DUNS: Edit Profile

  12. Welcome, Chris Log Out Home My Account Usage Notices Help Customer Agreements (3rd Party) HAN Device Messages Company Profile My Profile Pending Approvals Customer Meters (ROR) Manage Users 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: Edit Profile Manage Account Authorization Code Change Account Authorization Code 4Pdf3SVCK

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

  14. Welcome, Chris Log Out Home My Account Usage Notices Help Customer Agreements (3rd Party) HAN Device Messages Company Profile My Profile Pending Approvals Customer Meters (ROR) Manage Users 3rd Party User – My Account - Pending Approvals Back to Main My Account / Pending Approvals Pending Approvals Edit Permissions Approve Decline Edit Permissions Approve Decline

  15. Welcome, Chris Log Out Home My Account Usage Notices Help Customer Meters (ROR) Report Request Status (3rd Party) Report Request Status (ROR) Customer Meters (3rd Party) 3rd Party User – Usage – Customer Meters (ROR) Back to Main Usage / Usage Reports Search (ROR) Usage Report Search * 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

  16. 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) Back to Main Usage / Usage Reports Search (3rd Party) Usage Report 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

  17. Welcome, Chris Log Out Home My Account Usage Notices Help Customer Meters (ROR) Report Request Status (3rd Party) Customer Meters (3rd Party) Report Request Status (ROR) 3rd Party User – Usage – Customer Meters (3rd Party) Search Results (Page 1 of 2) Back to Main P10A: Accesses Customer Energy Data Usage / Usage Reports Search (3rd Party) Usage Report 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

  18. 3rd Party User – Usage – Customer Meters (3rd Party) Search Results (Page 2 of 2) Back to Main View Report Export Reports P10A: Accesses 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

  19. Welcome, Chris Log Out Home My Account Usage Notices Help Customer Meters (ROR) Report Request Status (3rd Party) Report Request Status (ROR) Customer Meters (3rd Party) 3rd Party User – Usage – Customer Meters Export Usage Report Back to Main P10A: Accesses Customer Energy Data Usage / Usage Reports Search (3rd Party) / Export Reports Export Reports You have selected 1 report to export Report Options Daily Usage (15 min intervals) Start Date: End Date: Daily Meter Reads Start Date End Date: Monthly Usage Start Date End Date: 01/18/2013 01/20/2013 12/21/2012 01/20/2013 Jan 2012 Jan 2013 Export Report(s) in CSV Export Report(s) in XML

  20. 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) 3rd Party User – Usage – SMT Confirms Customer Meters Usage Report Submitted Back to Main Usage / Usage Reports Search (3rd Party) / Export 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'.

  21. Welcome, Chris Log Out Home My Account Usage Notices Help Report Request Status (ROR) Customer Meters (3rd Party) Customer Meters (ROR) Report Request Status (3rd Party) 3rd Party User – Usage – Customer Meters View Usage Report (Page 1 of 2) Back to Main P10A: Accesses Customer Energy Data Usage / Usage Reports Search (3rd Party) / Customer Meters - Usage Report Customer Meters - Usage Report Address: 123 Demo Drive, ESI ID: 88888880000000001 Anytown, TX. Meter Multiplier: 1 Print Export in CSV Export in XML < Previous Day Next Day >

  22. 3rd Party User – Usage – Customer Meters View Usage Report (Page 2 of 2) Back to Main P10A: Accesses Customer Energy Data Print Export in CSV Export in XML < Previous Day Next Day >

  23. Welcome, Chris Log Out Home My Account Usage Notices Help Report Request Status (ROR) Customer Meters (3rd Party) Report Request Status (3rd Party) Customer Meters (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-->

  24. Welcome, Chris Log Out Home My Account Usage Notices Help Report Request Status (ROR) Customer Meters (3rd Party) Report Request Status (3rd Party) Customer Meters (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-->

  25. Welcome, Chris Log Out Home My Account Usage Notices Help Current Messages 3rd Party User – Notices – Current Messages Back to Main Current Messages Messages No messages are listed.

  26. 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 See a Demo

  27. 3rd Party User – Log Off Back to Main

  28. 3rd Party User Creates a New Energy Data Agreement

  29. Welcome, Chris Log Out Home My Account Usage Notices Help Customer Agreements (3rd Party) HAN Device Messages My Profile Pending Approvals Manage User Customer Meters (ROR) Company Profile 3rd Party User – Initiate New Energy Data Agreement (Page 1 of 2) Back to Main P3A: New Energy Data Agreement My Account / Customer Agreements/ Initiate Energy Data Agreement Initiate Energy Data Agreement *Indicates a required field *Is customer already registered with SMT? *Is customer a residential or business user? Customer Information *Account Authorization Code: *Email Address: Language preference: Yes No Residential Business 3rd Party Contact Information: *3rd Company Name: *3rd Party Email: *3rd Party Phone Number: *3rd Party Contact: Acme Services customerservice@acme.com 215-222-5700 Pat Jones Agreement Information *Agreement Duration: Select Duration *ESIIDs: a) Type one or more ESIIDs: (separated by commas) b) Import ESIID(s) from a file: Import Browse Include all ESIIDs in SMT Account and update ESIIDs in agreement when ESIIDs are added to or removed from SMT account

  30. 3rd Party User – Initiate New Energy Data Agreement (Page 2 of 2) Back to Main Comments: P3A: New Energy Data Agreement Terms and Conditions Cancel Send Invitation

  31. Welcome, Chris Log Out Home My Account Usage Notices Help Company Profile Customer Agreements (3rd Party) HAN Device Messages Pending Approvals Manage User Customer Meters (ROR) My Profile 3rd Party User – SMT Confirms Energy Data Agreement Invitation Request Sent Back to Main Go to Customer Email • My Account / Customer Agreements/ Initial Energy Data Agreement/ Confirmation • Energy Data Agreement Invitation Sent • Your customer agreement invitation has been submitted • You will receive a confirmation e-mail. • This request has been added to your Customer Agreements list in Pending status. • The customer will receive an e-mail with a link to accept the invitation. • An e-mail will be sent to you once the invitation has been accepted.

  32. SMT Registered Business Customer Accepts or Rejects Energy Data Agreement Invitation

  33. SMART METER ‾‾‾‾‾‾ TEXASTM ‾‾‾‾‾‾ A verysmart wayfor Texans to manage electricity! This is an invitation from <3rd Party> for an Energy Data Agreement for you to review and accept/reject. Registered SMT Customer – Energy Data Agreement Invitation Email (Page 1 of 2) Back to Main Smart Meter Texas – Invitation for Energy Data Agreement 03/15/2012 10:15 From: Smart Meter Texas Team <SMTAdmin@smartmetertexas.com>, To: ChrisAkin@ibm.us.com Cc: customerservices@acmeservice.com P6A (1): Accepts Invite P7 (1): Rejects Invite <3rd Party name> would like to initiate an Energy Data Agreement. Agreement # <XXXXXXXXXXX> •This Agreement is for <duration>. •You may extend or terminate this agreement any time before the agreement expires. •This agreement allows < 3rd Party name> to see and download your energy usage, meter and premise information. •Your energy usage data can be seen and downloaded in 15 minute increments, daily increments or monthly increments. Neither Smart Meter Texas nor any regulatory agency has reviewed <3rd Party name>’s privacy policy. You are encouraged to review the terms of their privacy policy before accepting this agreement, so you can understand how <3rd Party name> collects, uses and shares your information. <Their privacy policy can be viewed at: link> or <The Privacy Policy has not been provided.> Neither Smart Meter Texas, your Transmission/Distribution Service Provider, nor your Retail Electric Provider is responsible for the privacy statements, practices, or policies of any 3rd Party you grant access to your smart meter data. 3rd Company Name: <3rd Party name> 3rd Party Email: <3rd Party email> 3rd Party Phone Number: <3rd Party phone number> 3rd Party Contact: <3rd Party contact> 3rd Party Privacy Policy: <Privacy Policy URL> 3rd Party Website: <3rd Party Website URL> 3rd Party Customer Rating: <Rating> Click here to review rating details Comments: <optional 3rd Party comments> Customer First Name: <customer first name> Customer Middle Initial: <customer middle initial> Customer Last Name: <customer last name>

  34. Registered SMT Customer – Energy Data Agreement Invitation Email (Page 2 of 2) Back to Main Customer Address: <customer address> Customer Email Address: <customer email> Customer Phone #: <customer phone #> ESIID: <ESIID> (mask all but last seven) You have until <expiration date of invitation> to accept this invitation. After that date, the invitation will be voided. Please click “Accept” to complete the acceptance process. By accepting this invitation, you are authorizing <3rd Party name> to perform the indicated services. P6A (1): Accepts Invite P7 (1): Rejects Invite Accept Reject Click Accept to enter an Energy Data Agreement with <3rd Party name> Click to Review the Smart Meter Texas Security & Privacy Policy By clicking “Accept” you are agreeing to the Smart Meter Texas Terms of Service. Clicking the “Accept” or “Reject” button will take you to the Smart Meter Texas website to complete the process. Regards, Smart Meter Texas Team Have a question about Smart Meter Texas? Click here to view our FAQs. The Smart Meter Texas 3rd Party program allows a 3rd Party, after obtaining your permission, to obtain and use your Smart Meter Energy Data. As a customer, you own your smart meter data and do not have to grant access to any 3rd Party. Marketing Policies may vary from 3rd Party to 3rd Party. A 3rd Party may market their products and/or services to you regardless of whether or not you choose to grant them access to your smart meter data. Granting access to your smart meter data may enable a 3rd Party to match their product or service with your energy needs. By approving a 3rd Party’s access to your smart meter energy data you are granting them permission to access your service address, Electric Service Identifier (ESIID), and 15-minute electricity usage data, on a continual basis through Smart Meter Texas, until the agreement expires or you revoke access. Please note: Any business relationship with a 3rd Party is solely between you and the 3rd Party to whom you grant authorization to access and use your energy data.

  35. Registered SMT Customer – Login to Accept/Reject Energy Data Agreement Invitation Back to Main P6A (1): Accepts Invite P7 (1): Rejects Invite You must log in to Smart Meter Texas to accept this Agreement from <3rd Party Name>.

  36. Welcome, Chris Log Out Home My Account Usage Notices Help Manage Users 3rd Party Agreements HAN Devices Pending Approvals Company Profile My Smart Meters My Profile Business Customer – SMT Confirms Energy Data Agreement Acceptance Back to Main • My Account / 3rd Party Agreements/ Energy Data Agreement Accepted • Congratulations! You have successfully established an Energy Data Agreement with <3rd Party Name>. • Your newly established agreement can be viewed and managed under “3rd Party Agreements” in the “My Account” tab. • The 3rd party will receive notification of your Agreement acceptance. • This Agreement starts today and ends on <end date>. • You may extend or terminate this agreement any time before that date. • This agreement allows <3rd Party name> to see and download your energy usage, meter and premise information. • Your energy usage data can be seen and downloaded in 15 minute increments, daily increments, or monthly increments.

  37. Welcome, Chris Log Out Home My Account Usage Notices Help My Profile 3rd Party Agreements HAN Devices Manage Users Pending Approvals My Smart Meters Company Profile Business Customer – Reject Energy Data Agreement Invitation Back to Main P7 (1): Rejects Invite • My Account / 3rd Party Agreements/ Energy Data Agreement Rejected • This confirms your rejection of a 3rd Party Energy Data agreement from <3rd Party Name>. • <3rd Party Name> will receive notification of the rejected agreement. • If you have rejected this invitation in error, please contact <3rd Party Name> to request a new agreement invitation. Though not required, we will appreciate it if you could please select the option below that best indicates your reason for rejecting the 3rd Party agreement invitation from <3rd Party Name> Did not agree to an agreement extension with this company Not satisfied with current service Do not agree with the company’s privacy/security policy Incorrect extension duration Changed my mind Skip / don’t want to provide Submit

  38. Welcome, Chris Log Out Home My Account Usage Notices Help Manage Users 3rd Party Agreements HAN Devices Pending Approvals Company Profile My Smart Meters My Profile Business Customer – SMT Confirms Rejection of Energy Data Agreement Invitation Back to Main • My Account / 3rd Party Agreements/ Energy Data Agreement Rejected • Feedback Received • Thank you for your feedback

  39. Unregistered Business Customer Accepts Energy Data Agreement Invitation

  40. SMART METER ‾‾‾‾‾‾ TEXASTM ‾‾‾‾‾‾ A verysmart wayfor Texans to manage electricity! This is an invitation from <3rd Party> for an Energy Data Agreement for you to review and accept/reject. Unregistered SMT Customer – Energy Data Agreement Invitation Email (Page 1 of 2) Back to Main Smart Meter Texas – Invitation for Energy Data Agreement 03/15/2012 10:15 From: Smart Meter Texas Team <SMTAdmin@smartmetertexas.com>, To: ChrisAkin@ibm.us.com Cc: customerservices@acmeservice.com P6B (1): Accepts Invite <3rd Party name> would like to initiate an Energy Data Agreement. Agreement # <XXXXXXXXXXX> •This Agreement is for <duration>. •You may extend or terminate this agreement any time before the agreement expires. •This agreement allows < 3rd Party name> to see and download your energy usage, meter and premise information. •Your energy usage data can be seen and downloaded in 15 minute increments, daily increments or monthly increments. Neither Smart Meter Texas nor any regulatory agency has reviewed <3rd Party name>’s privacy policy. You are encouraged to review the terms of their privacy policy before accepting this agreement, so you can understand how <3rd Party name> collects, uses and shares your information. <Their privacy policy can be viewed at: link> or <The Privacy Policy has not been provided.> Neither Smart Meter Texas, your Transmission/Distribution Service Provider, nor your Retail Electric Provider is responsible for the privacy statements, practices, or policies of any 3rd Party you grant access to your smart meter data. 3rd Company Name: <3rd Party name> 3rd Party Email: <3rd Party email> 3rd Party Phone Number: <3rd Party phone number> 3rd Party Contact: <3rd Party contact> 3rd Party Privacy Policy: <Privacy Policy URL> 3rd Party Website: <3rd Party Website URL> 3rd Party Customer Rating: <Rating> Click here to review rating details Comments: <optional 3rd Party comments> Customer First Name: <customer first name> Customer Middle Initial: <customer middle initial> Customer Last Name: <customer last name>

  41. Unregistered SMT Customer – Energy Data Agreement Invitation Email (Page 2 of 2) Back to Main Customer Address: <customer address> Customer Email Address: <customer email> Customer Phone #: <customer phone #> ESIID: <ESIID> (mask all but last seven) You have until <expiration date of invitation> to accept this invitation. After that date, the invitation will be voided. Please click “Accept” to complete the acceptance process. By accepting this invitation, you are authorizing <3rd Party name> to perform the indicated services. P6B (1): Accepts Invite You must register for an SMT account to accept a 3rd Party agreement. for an SMT account Click here to register Click to Review the Smart Meter Texas Security & Privacy Policy By clicking “Accept” you are agreeing to the Smart Meter Texas Terms of Service. Clicking the “Accept” or “Reject” button will take you to the Smart Meter Texas website to complete the process. Regards, Smart Meter Texas Team Have a question about Smart Meter Texas? Click here to view our FAQs. The Smart Meter Texas 3rd Party program allows a 3rd Party, after obtaining your permission, to obtain and use your Smart Meter Energy Data. As a customer, you own your smart meter data and do not have to grant access to any 3rd Party. Marketing Policies may vary from 3rd Party to 3rd Party. A 3rd Party may market their products and/or services to you regardless of whether or not you choose to grant them access to your smart meter data. Granting access to your smart meter data may enable a 3rd Party to match their product or service with your energy needs. By approving a 3rd Party’s access to your smart meter energy data you are granting them permission to access your service address, , Electric Service Identifier (ESIID), and 15-minute electricity usage data, on a continual basis through Smart Meter Texas, until the agreement expires or you revoke access. Please note: Any business relationship with a 3rd Party is solely between you and the 3rd Party to whom you grant authorization to access and use your energy data.

  42. Unregistered SMT Customer – Register to SMT before Accepting Invitation Back to Main After Registration P6B (1): Accepts Invite

  43. Welcome, Chris Log Out Home My Account Usage Notices Help My Smart Meters Manage Users Company Profile HAN Devices 3rd Party Agreements Pending Approvals My Profile Unregistered SMT Customer – Energy Data Agreement Invitation (Page 1 of 3) Back to Main P6B (1): Accepts Invite Invitation for an Energy Data Agreement This is an invitation from <3rd Party> for an Energy Data Agreement for you to review and accept/reject. <3rd Party name> would like to initiate an Energy Data Agreement. Agreement # <XXXXXXXXXXX> •This Agreement is for <duration>. •You may extend or terminate this agreement any time before the agreement expires. •This agreement allows < 3rd Party name> to see and download your energy usage, meter and premise information. •Your energy usage data can be seen and downloaded in 15 minute increments, daily increments or monthly increments. Neither Smart Meter Texas nor any regulatory agency has reviewed <3rd Party name>’s privacy policy. You are encouraged to review the terms of their privacy policy before accepting this agreement, so you can understand how <3rd Party name> collects, uses and shares your information. <Their privacy policy can be viewed at: link> or <The Privacy Policy has not been provided.> Neither Smart Meter Texas, your Transmission/Distribution Service Provider, nor your Retail Electric Provider is responsible for the privacy statements, practices, or policies of any 3rd Party you grant access to your smart meter data. 3rd Company Name: <3rd Party name> 3rd Party Email: <3rd Party email> 3rd Party Phone Number: <3rd Party phone number> 3rd Party Contact: <3rd Party contact> 3rd Party Privacy Policy: <Privacy Policy URL> 3rd Party Website: <3rd Party Website URL> 3rd Party Customer Rating: <Rating> Click here to review rating details Comments: <optional 3rd Party comments>

  44. Unregistered SMT Customer – Energy Data Agreement Invitation (Page 2 of 3) Back to Main Customer First Name: <customer first name> Customer Middle Initial: <customer middle initial> Customer Last Name: <customer last name> Customer Address: <customer address> Customer Email Address: <customer email> Customer Phone #: <customer phone #> ESIID: <ESIID> (mask all but last seven) You have until <expiration date of invitation> to accept this invitation. After that date, the invitation will be voided. Please click “Accept” to complete the acceptance process. By accepting this invitation, you are authorizing <3rd Party name> to perform the indicated services. P6B (1): Accepts Invite Accept Reject Click Accept to enter an Energy Data Agreement with <3rd Party name> Click to Review the Smart Meter Texas Security & Privacy Policy By clicking “Accept” you are agreeing to the Smart Meter Texas Terms of Service. Clicking the “Accept” or “Reject” button will take you to the Smart Meter Texas website to complete the process. Regards, Smart Meter Texas Team Have a question about Smart Meter Texas? Click here to view our FAQs.

  45. Unregistered SMT Customer – Energy Data Agreement Invitation (Page 3 of 3) Back to Main The Smart Meter Texas 3rd Party program allows a 3rd Party, after obtaining your permission, to obtain and use your Smart Meter Energy Data. As a customer, you own your smart meter data and do not have to grant access to any 3rd Party. Marketing Policies may vary from 3rd Party to 3rd Party. A 3rd Party may market their products and/or services to you regardless of whether or not you choose to grant them access to your smart meter data. Granting access to your smart meter data may enable a 3rd Party to match their product or service with your energy needs. By approving a 3rd Party’s access to your smart meter energy data you are granting them permission to access your service address, , Electric Service Identifier (ESIID), and 15-minute electricity usage data, on a continual basis through Smart Meter Texas, until the agreement expires or you revoke access. Please note: Any business relationship with a 3rd Party is solely between you and the 3rd Party to whom you grant authorization to access and use your energy data.

  46. Business Customer Main Menu

  47. Business Customer – SMT Entry – Login Back to Main

  48. Welcome, Chris Log Out Home My Account Usage Notices Help FAQs Security Terms and Conditions About Us Welcome Contact Us Business Customer – Home – Welcome page Back to Main

  49. Welcome, Chris Log Out Home My Account Usage Notices Help My Smart Meters Pending Approvals Manage Users Company Profile My Profile HAN Devices 3rd Party Agreements Business Customer – My Account – My Smart Meters Back to Main My Account / My Smart Meters My Smart Meters Add Smart Meter Import File Edit Description Remove Smart Meter View Premise Information View Meter Information Export Information Add Smart Meter Import File Edit Description Remove Smart Meter View Premise Information View Meter Information Export Information

  50. Welcome, Chris Log Out Home My Account Usage Notices Help My Smart Meters 3rd Party Agreements HAN Devices My Profile Company Profile Manage Users Pending Approvals Business Customer – My Account – Search for 3rd Party Agreements Back to Main P8 (1): View / Manage Energy Data Agreement My Account / 3rd Party Agreements P8 (2): View / Manage HAN Services Agreement Search for 3rd Party Agreements * Indicates a required field. Choose search criteria or search by agreement status P8 (3): View / Manage HAN Device Agreement Select search criteria and type in one or more items. Agreement Number(s) 3rd Party Company Name ESIID(s) Meter Number(s) HAN Device MAC Address Type one or more search items: (separated by commas) Or Status: Select a Status Search

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