Lubbock Retail Integration Task Force Updates

LUBBOCK RETAIL INTEGRATION TASK FORCE LRITF APRIL 4TH, 2023 Chris Rowley Michael Winegeart Sheri Wiegand

The Task Force continued to discuss four major implementation items that must be resolved prior to LP&L entering competition: 1. Pro-Forma Retail Access Tariff Project# 54212 was approved on consent at the 3/23 PUC Open Meeting. Effective date of the Access Agreement is 4/13-4/14. 2. CSA & Mass Transition Transaction Workflows NPRR1159 and RMGRR171 have been approved by PUCT. 3. Customer Data Issue / Customer Choice Billing HB2664/HB2663 have been read by Committee, waiting to go to Floor; SB1171/SB1170 are still in Committee. 4. FERC Approval required to transition remaining load from SPS to ERCOT; expected FERC response by 4/23 despite intervention by other parties; LP&L construction progressing with completion by April/May timeframe. LRITF MEETINGS 3/7/23 3/24/23 Major Implementation Items

TRANSITION TO COMPETITION TIMELINE v20230320 3

ACTION Customer Enrollment Process UPDATE Access Agreement (complete) MCL/ESI list (early May) REP Welcome Packet (early May) Customer Choice (Aug 2 Sep 11) Blackout Period MVIs transition to ERCOT Business as Usual DREP/VREP: NRG, TXUE, Octopus; POLR: NRG Default/POLR REP Dual Billing, if applicable Registration of D2D agents Customer Protection Rules Power to Choose Once legislation is passed, Lubbock will choose for all billing to move to REP under consolidated billing Continued discussion of current peddler s license requirements; seeking clarity on applicability and exception process Goal is to begin discussion at 4/4 task force meeting with presentation to City Council 4/11 Summary of Updates 2/7/23 2/28/23 PUCT Staff to tee up PTC readiness for Lubbock zip codes and REP offers Meet and greet for REPs and Energy Assistance Agencies scheduled for 4/18, 8:30 to 10:30 AM Customer Forums/ Town Halls Flight Testing Total of 96 DUNS registered; 2 connectivity tests complete; BANK TESTING: awaiting banking information authorization form; Lubbock EDI contact information: Jamie Wood (806) 438-0729 marketops@mylubbock.us Action items will continue to be updated at LRITF meetings 4

ACTION UPDATE ERCOT targeting RMG Sections 7 & 8 for inclusion of Lubbock information and including customer choice billing comments submitted earlier RMG/Protocol Revisions LSE files LSE files will only be sent to ERCOT upon transition until ~Q2 2024 when SMT version is updated; REPs to use AMS Supplemental Extract for interval data access Lubbock finalizing development suggested separate meeting to review stacking logic and customer communications for all participating REPs Stacking Logic LOA form presented for use pre-transition; Lubbock to consider modifications to existing RMG template post transition: samples of interval and non-interval data formats requested Historical Usage/ LOA Summary of Updates 2/7/23 2/28/23 - continued Forms to be submitted to marketops@mylubbock.us Critical Care Forms Action items will continue to be updated at LRITF meetings 5

Lubbock proposed rates: Rate Classifications: residential, secondary < 10 kW, Secondary > 10 kW, primary, transmission, lighting, residential with DG, secondary < 10 kW with DG Cost recovery components: delivery service charge, transition charge, and DG monthly charge SAC04 codes: Delivery Charge DIS001, Transition Charge MSC029, Monthly DG Charge - TBD Transition Charge: debt service for stranded costs over 20 years; same for all rate classes Street Lighting rates: only street lighting rates, no security lighting will be offered Rate Revisions: expected annual cadence to align with fiscal year in October PROPOSED RATES/ STRUCTURE SUMMARY Rates will be presented to City Council 3/28 & 4/11

Lubbock Power and Light - Discretionary Fees Lubbock Power and Light - Discretionary Fees Description Description Distribution System Charge For All Rate Classes COST RECOVERY FEES FOR NEW CONSTRUCTION Late Payment Charge Transition Charge - Rate from COS Non-Standard Metering Monthly Fee Service Connection Disconnect at Meter Disconnect at Pole, Weatherhead or Secondary Box Priority Disconnect Reconnect Priority Reconnect Reconnect at Meter Regular Hours - Regular Route Reconnect at Meter Regular Hours - Special Route Reconnect at Meter Outside Regular Hours - Non-Holiday Reconnect at Meter Outside Regular Hours - Holiday Reconnect at Pole, Weatherhead or Secondary Box - Regular Hours Reconnect at Pole, Weatherhead or Secondary Box - Outside Regular Hours - Non-Holiday Reconnect at Pole, Weatherhead or Secondary Box - Outside Regular Hours - Holiday Temporary Service Meter Test Service Call Service Call After Hours Tampering Dual Billing (SAC04 Code) (SAC04 Code) DIS001 DIS001 SER040 SER040 LPC001 LPC001 MSC029 MSC029 OPT001 OPT001 SER019 SER019 SER024 SER024 SER026 SER026 SER027 SER027 SER028 SER028 SER029 SER029 SER030 SER030 SER031 SER031 SER032 SER032 SER033 SER033 SER034 SER034 SER035 SER035 SER036 SER036 SER053 SER053 SER058 SER058 SER070 SER070 SER071 SER071 SER072 SER072 MSC035 MSC035 Fee Amount Fee Amount See Tariff See Tariff 5% of unpaid balance See Tariff $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ $ PROPOSED DISCRETIONARY SERVICE CHARGES 24.56 27.50 48.04 61.25 69.70 48.04 69.70 48.04 48.04 86.45 111.25 61.25 131.80 162.40 240.60 50.00 50.00 75.00 200.00 95.00 Rates will be presented to City Council 3/28 & 4/11 Discretionary Service Charges reflect many existing fees at LP&L and will continue to refine as AMS savings are realized. The above fees do not differentiate by meter type.

COMPLETED ACTION ITEMS Q&A TDSP Activities Q: Will the meter read and holiday calendars be posted on LP&L s website by October 31st each year? A: YES, schedules will be posted on LP&L website and 2023 schedules will be posted on LRITF main page. Meter Cycle # is listed as Bill Cycle ; ALOP stands for always open and is indicative of an internal LP&L process Q: What is LP&L s temp to perm process for new installations? Will new ESIs be created or will a swingover process occur? A: The existing temporary meter will not require re-configuration and a new ESI will be created for the permanent service. Q: Will REPs be provided a different phone number for agents to contact LP&L regarding underground line locating, tampering hotlines, etc? A: No, REPs should contact the REP hotline phone number Q: Will a fax number for LP&L be available? A: No Q: What are the number of AMS opt-out customers within the fully deployed AMS Lubbock territory? A: 32 opt out customers

COMPLETED ACTION ITEMS Q&A TDSP Activities - continued Q: Will service orders be accepted through LP&L s Contact Center for those REPS not utilizing 650 transactions? A: Yes, service orders such as meter tests will be accepted through the Contact Center. Meter re-reads are discouraged since AMS meters are in place. Meter tests will be accepted. Q: Will AMSM meters have color coded meter tags representing a specific status of the service? If so , what do the various colors represent? A: For AMSM meters requiring a field visit: Red = DNPd Yellow = MVO Blue = Energized All AMSR meters will not have a designated meter tag. Q: Will LP&L service guard lights? A: No, LP&L plans to either sell or remove all existing guard light services by market open and will not offer guard light services. Q: Will LP&L maintain its existing URL and website? Will any subsites be updated/revised such as outage mapping? A: LP&L will maintain current website URLs including outage mapping information.

COMPLETED ACTION ITEMS Q&A Customer Education & ERCOT Market Requirements Q: Will payment history information be available for LP&L customers? A: LP&L customers may self-serve using their current customer portal to print a payment history form. Q: When will flight testing occur for LP&L and REPs planning to operate in LP&L s territory? A: A special flight test has been approved for REPs to test with LP&L. TX SET is planning a round-robin approach for full testing selecting 5 different use cases and 5 REPs to test. All REPs participating in round robin have been notified.

Version Date: 3-31-2023 2022 2023 2024 Oct Nov Dec Feb Mar Apr May Jun TRANSITION TO COMPETITION Jan Jul Aug Sep Oct Nov Dec Jan Feb Mar Apr May Jun Activities Develop high level customer transition plan Finalize Access Agreement (Delivery Service Agreement) Develop customer enrollment process Finalize customer billing options Determine if the City of Lubbock has D2D registration requirements Create Mass Customer Lists / Resolve customer data Issue Create CBCI files for Default REPs Finalize Default REP selection process Define Disconnect for Non-Pay (DNP) Blackout Period Complete Complete Complete CUSTOMER EDUCATION Identify tax exempt customers (REPs to do this once enrolled) Determine Continuous Service Agreement process Populate Power to Choose website Conduct customer forums/town halls Complete PUCT REQUIREMENTS Determine if Solix Low Income list applies Finalize Tariff Finalize POLR process/POLRs Define PUCT complaint process Finalize the application of LP&L Customer Protection Rules Complete ACTIVITIES TIMELINE POSTED TO LRITF MEETING PAGE Complete Complete ERCOT MARKET REQUIREMENTS Identify if MarkeTrak will be used Identify if LSE files will be used Determine what Load Zone/Congestion Zone/Weather Zones apply Idenitfy transactions Membership ID Implement substation mapping - station name begins with LP_ Finalize flight testing plan Define Safety Net process Determine load profiles for ESI IDs Identify applicable SAC04 Codes Revise RMG Chapter 8 and Protocols (CSA/Mass Tran) (Sections 7, 19) Conduct bank testing Input ESI IDs in TDSP Extract Conduct flight testing - TEST Deploy TXSET v5.0 Complete Complete Complete Complete Complete Complete TDSP-SPECIFIC ACTIVITIES Identify LP&L DUNS Post zip code list Post meter read calendar Post holiday calendar Determine if AMS Operational Days will apply Critical Care/Critical Load communications pre&post transition Define Distribution Loss Factors Identify Solar/DG customers Determine where daily Switch Hold files will be housed (SFTP site) Identify Metering / True IDR (BUSIDDRQ) types Establish call center support line / phone number Determine if OGFLT profiles will be available Define weather moratorium process (Customer Protection) Define transaction timelines - Ch 5 Define TXSET transaction timing Develop TDSP Proration Guidelines Create and share testing contact information and update FlighTrak Create TDSP AMS Data Practices table Determine Historical usage request process & availability Determine if LP&L REP Portal will be created Determine process for housing tampering Information Finalize Smart Meter Texas agreement Complete Complete Complete Complete Complete Complete Complete Complete A big thank you to Melenda w/ Oncor for developing timeline! Complete Complete LP&L RATES Determine if power factor adjustments will apply Identify street lighting / security lighting practices Determine if demand ratchet billing will apply Determine if 4CP assignment will be used Finalize rate structure Determine if transition charges will apply Create timeline and complete registration of REPs Complete PRESENTATION TITLE 11 Complete Complete

Pro Forma Tariff Access Agreement POLR Process Safety Net Process Q4 2022 LP&L Rates Customer Enrollment Process Detailed Timeline PUCT Complaint Process / Application of PUCT Rules Transaction Timelines / TXSET Timelines CSA Process ERCOT Activities: SAC04s, Load Profiles TSDP Activities: Critical Care, DLFs, Solar/DG, Switch Hold Files, BUSIDDRQ, Call Center, OGFLT, Weather Moratoriums, Proration Q1 2023 Q2 2023 ESI IDs in TDSP Extract RMG Chapter 8 Revisions Historical Usage Requests TDSP AMS Data Practices Mass Customer Lists Power to Choose website Customer Forums/Town Halls Flight Testing / Bank Testing Q3 2023 CBCI files Default REP Selection Process DNP Blackout Period Market Operations Group Established Tampering Information Process Smart Meter Texas Q4 2023 GO LIVE Transition to Competition TIMELINE OF ACTIONS

LRITF MEETING HELD AFTER RMS @ 1:30 PM APRIL 4TH, 2023 AGENDA: o FERC timeline impacts o Tampering Documentation o Chapter 5 Customer Protection Rules o Critical Care Applications o TDU or MOU FERC timeline impacts o Rate Structure/Proposed Rates o LP&L legislation impacts o 867 and 810 Formats / Examples o Flight Testing Status o Mass Customer List o Historical Usage LOA o Distribution Loss Factors (DLFs) o Peddler s License o Activities Timeline o EFLs o Open Discussion 13