Vehicle Use Case Task Force U2: Customer enrolls in a Discrete Event Utility program

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Document History Vehicle Use Case Task Force Revision History Revision Number Revision Date Revision/ Reviewed By Summary of Changes Changes marked Approvals This document requires the following approvals. Name Title

Vehicle Use Case Task Force 1.1 Use Case Title U2 Vehicle Use Case Customer enrolls in a Discrete Event Utility program 1.2 Use Case Summary This use case details the awareness and specific enrollment process for the Discrete Event program. This is precluded by an awareness process and includes collecting information pertaining to the customer, their vehicle and operating and charging plans that is described in use case E. This sequence of Use cases is followed by Use cases S1-3 that include the connection architectures. 1.3 Use Case Detailed Narrative The Utility may offer the Customer a PEV tariff that provides a low rate for off-peak charging and a higher rate for on-peak charging. The utility must provide services to support energy supplied to customer PEV. These services include enrollment into a PEV program, PEV communications session binding, PEV energy billing, and PEV information services. The utility will implement an enrollment system for Customers with a PEV including registration and commissioning. The utility s Energy Services Communication Interface (ESCI) shall allow for the establishment of a communications session (communications binding), at a premise location each time a PEV plugs in for charging. Energy supplied to the PEV is reported to the utility for billing and presentation to the Customer. Information related to utility PEV programs, energy usage, and PEV charging status/information will be made available to the Customer for viewing via a website or other customer provided display equipment. This use case covers the following scenarios: Customer enrolls in PEV program and completes initial setup for PEV Utilities communications PEV and Utility establish/re-establish communications session at the time of charging Utility provides billing services for PEV charging to Customer Utility provides Customer access to PEV charging and status information

Vehicle Use Case Task Force 3. Step by Step Analysis of Each Scenario USE CASE U2 - Enrollment Process to Discrete Event demand side management program (Direct Load Control) 3.1 Scenario Description Primary Scenario: Customer enrolls in Discrete Event Demand Side Management Program Direct device control (DDC) service involves a Call Option on one or more devices on the premises. A single price schedule applies to total premise metered service (uniform or TOU if that was selected). A discount is applied to the base service for each device enrolled in DDC. Prices are firm, but service is not. The retailer exercises its Call Option by first notifying the participant that a event has been declared for the nest day. The DDC service plan specified when such notice must be delivered to become effective The retailer exercises it Call Option by sending a signal that either shuts off electricity to the device (or devices) or restricts its usage during the event. The enrollment is similar to TOU except that the utility install a control device on specified devices, as depicted on the next slide). Enrollment to an ESCO program is the same as with TOU where the customer takes commodity form an ESCO except the meter change out is replaced with the installation of a control device or devices Triggering Event Primary Actor Pre-Condition Post-Condition The Customer acquires a PEV and contacts the Utility to enroll in a Direct Load Control program Customer Customer has a PEV and wishes to enroll in DDC program; Utility offers PEV Programs to its customers. Assumes that a single, vertically integrated utility provides bundled residential premise service exclusively, and that DDC is available on a selfselected basis The Utility has successfully enrolled a Customer PEV in a DDC Program and PEV has established initial communications session with the utility.

Vehicle Use Case Task Force 3.1.1 Steps for this scenario Step # Actor Description of the Step Additional Notes 1 Customer Customer inquires about DDC Program availability by contacting Utility and provides Customer and PEV information (i.e. Customer Account information, PEV ID, etc.). 2 Utility Utility sends application form via web or mail 3 Customer Customer completes enrollment form, returns to utility via web or mail 4 Utility Utility make a decision if the customer is eligible or not. Not eligible he notifies the customer 5 Utility For eligible customers, utility notifies customer of in-service date 6 Utility Utility authenticates Customer, Customer account, and Premise information, and collects PEV information including PEV ID. 7 Utility Utility presents Customer with DDC Program information 8 Utility Utility schedules control device installation, issues cut-over order (internal process order, billing, parameters of billing, financial network), notifies customer of control device installation (in-service) date 9 Utility Utility installs control device 10 Utility Utility switches service to DDC and issues final bill for old service to customer Customer uses phone, Internet, or other communications channel. Preference for PEV is PEV VIN # (customer has to apply from his default rate or TOU rate to the DCC Rate)

Step # Vehicle Use Case Task Force Actor Description of the Step Additional Notes 11 Customer Customer commences DDC service Customer selects PEV Program and Service Plan, sets PEV program parameters (i.e. guest charging, allow roaming, etc.). The Customer and PEV are now enrolled in a utility DDC program. Same schedule applies till a rate case or rate change takes place, (TOU structure typically does not change). Nominal prices are subject to change based on utility supply cost (eg. fuel price).

4. Requirements Vehicle Use Case Task Force This use case is the 2 nd in a series that follows Use Case E for general enrolment. This use case defines the Discrete Event utility program for awareness and specific enrolment steps. The Utility and the Vehicle Manufacturer will offer these to their customers. The complementary use cases (U1 & U3 thru U5) describe the specific details of the four other categories of programs. This series of Use cases are then followed by Use Cases S1, 2 or 3 for specific connection architectures. Use Case Summary Customer selects one or more U1: TOU U2: Direct Load/Price Control U3: Real Time Pricing U4: Critical Peak Pricing U5: Active Management Customer uses only one (Why) { (How) { S1: Cordset EVSE (120V AC to vehicle) S2: Premise EVSE (240V AC to vehicle) S3: Premise EVSE w/charger (DC to vehicle) (Where) { Customer uses only one L1: Home: Connects at premise L2: Another's Home Inside the utility s service territory & A: premise pays tariff B: customer pays tariff L3: Another's Home Outside the utility s service territory L4: Public: Curbside, workplace, business, multi family dwelling E } U1 U2 U3 U4 U5 S1 S2 S3 L1 L2 L3 L4 (What) { Charge Discharge Diagnostics V2G, V2H, V2L, V2V General Registration/ Enrollment Steps Initial Setup for PHEV-Utility Communication & Authentication } Utility Programs (Awareness, Specific Enrollment) } Binding/Rebinding (Startup, VIN Authentication, Basic Charging per enrolled program, Shutdown) } Connection Location (VIN Authentication, Basic Charging per enrolled program) VM Specific

4.1 Functional Requirements Vehicle Use Case Task Force Func. Req. ID Functional Requirement Scenario # Step # 4.2 Non-Functional Requirements Nonfunc. Req. ID Non-Functional Requirement Scenario # Step # 4.3 Business Requirements Bus. Req. ID Business Requirement Scenario # Step #

Vehicle Use Case Task Force 5. Use Case Models 5.1 Sequence diagram for scenario U2. 5.2