Rule 24 DRP/Aggregator Set Up Steps & CISR-DRP Overview. August 30, 2016

Transcription

1 Rule 24 DRP/Aggregator Set Up Steps & CISR-DRP Overview August 30, 2016

2 Agenda Rule 24 Set Up Steps PG&E s Customer Information Service Request- Demand Response Provider (CISR-DRP) Form Key content Instructions for completing and submitting the form: Electronic Signature Wet signature Receiving and Utilizing Customer Data Data sent via ShareMyData (SMD) Data sent via Electronic Secure File Transfer (ESFT) ShareMyData Platform Overview How do I register? Participation in IOU and Third-Party DR programs Restrictions on dual participation Unenrollment guidance 2

3 High Level Overview DRP Set up Brad Wetstone

4 ESFT (PG&E) Rule 24 (PG&E) SMD (PG&E) Non Utility DRP Rule 24 Set up Non Utility DRP DRP Completes the DRP information request form and returns to DRP relations mailbox (2.0) Non Utility DRP registers as a standard user in SMD (5.0) Initiate connectivity with SMD (6.0) YES Notifies PGE Rule 24 of Completed SMD setup (6.3) END Contacts the ESFT admin for set up in ESFT system (4.0) DRP now able to submit CISR-DRP Forms (7.0) Does the DRP connect with the SMD system? (6.1) Works with DRP to correct connectivity issues (6.2.) NO Supplies the Non Utility DRP with Information on how to get started (1.0) Notifies ESFT group that DRP will be calling (3.0) YES NO Pass all connectivity processes for both SMD and ESFT (6.4) YES Send acknowledgment to DRP (Include Rule 24 DRP ID) (6.5) Start Initiates connectivity testing with DRP ESFT (4.1) Does the DRP Connect with ESFT (4.2) NO Works with DRP to correct connectivity issues (4.3)

5 CISR-DRP Form Overview Steve Debacker

6 Key Content on PG&E s CISR-DRP Form Identifies and references the regulatory rules and PG&E s policies under which the release of data shall occur Identifies that release is subject to CPUC jurisdiction Identifies parties involved Provides contact information for parties Sets scope: Identifies the service agreements subject to data release Information authorized to be released to DRP(s) (interval data, rate schedule, sublap, etc.) Actions that DRP(s) are allowed to request (shortening interval length, PDP unenrollment) Timeframe of authorization Data delivery method Collects enough information to allow for validation by PG&E Signature blocks 6

7 Submitting a CISR-DRP CISR-DRP with electronic signatures: 1. DRP works with the customer to complete the CISR. 2. The customer electronically signs the form. 3. The DRP(s) electronically sign the completed customer e-signed form. 4. Attach the one-page e-signature Certificate of Completion corresponding to all of the electronic signatures used on the form to the CISR-DRP. 5. The DRP posts the e-signed form to PG&E s ESFT. 6. PG&E is accepting e-signatures using the following two vendors: (1) Adobe esign (formerly EchoSign); and (2) DocuSign. CISR-DRP with wet signatures or a scan of wet signatures: 1. DRP works with customer to complete the CISR and get a paper copy of the completed CISR to the customer. 2. The customer ink signs the paper CISR and sends it to the DRP. 3. The DRP ink signs a paper copy of the completed customer-signed form. 4. The DRP scans the completed customer-signed and DRP-signed form. 5. The DRP posts the scanned image to PG&E s ESFT. Do not send customer information to PG&E via . 7

8 CISR-DRP Form Link to CISR-DRP Form 8

9 CISR-DRP Form, Cont. 9

10 Sample Bill Do not provide the Account # as SAID 10

11 Sample Bill, Cont. Do not provide the Account # as SAID 11

12 Process flow for reviewing submitted CISRs 12

13 Common Errors Found on Submitted CISR-DRP Forms System automatically checks for CISR form errors. Most Common Errors 1. The Service Agreement ID (SAID) entered on the CISR form does not exist in PG&E s systems as an SAID. The Account ID, Meter #, or SubSA for a CCA-served customer may have been entered instead. 2. The SAID is not active. This could be due to the customer moving to a new address. 3. The SAID entered on the CISR form is an SAID in PG&E s systems, but it is not for electric service (e.g., it s for gas). 4. The service address entered on the CISR form does not match the service address in PG&E s systems. 5. Form is incomplete. For example, the customer or DRP did not select the appropriate check boxes or did not sign in the appropriate signature block. 13

14 Receiving and utilizing customer data Overview Steve Debacker

15 Data flow Item Data Flows Transmitted From To Notes Completed CISR from DRP to PG&E Historical and Ongoing monthly usage quantities Historical and Ongoing interval usage data Other Rule 24 data (Sublap, DR programs, etc.) Exceptions to submitted CISR ESFT DRP PG&E Uses folder Vendor to PG&E SMD API* PG&E DRP SMD API PG&E DRP ESFT PG&E DRP Uses folder PG&E to Vendor ESFT PG&E DRP Uses folder PG&E to Vendor *Application Program Interface Do not send customer information to PG&E via . 15

16 SMD What s Provided? Account Identifiers Commodity Type (Gas or Electric) Date Time Usage Hour Interval Number Interval Length (15 vs 60 min) Daylight Savings Flag Direction of Energy (NEM/Solar) Billing History Demand Unit of Measure (Interval vs Summary) Usage Value (Wh) Unique SA UUID Interval Billed Flag Quality of Reading (interval) Usage Summary (duration, start) Quality of Reading (usage summary) **Note: This is a summary and not intended to represent a comprehensive list of data elements

17 ESFT Folders Each DRP will be assigned a unique 10-digit DRP ID. This ID will be used to name each DRP s respective ESFT main folder. A DRP named ABC Company has been assigned by PG&E a Rule 24 ID =

18 Data Elements Sent ESFT General DR Programs CISR_Docket CISR_SA_ID CURRENT_SA_ID UUID Customer_Name Service_Address Service_City Service_State Service_Zip Sublap_Name Pnode Electric_Rate_Schedule Customer_LSE_Company_Name Customer_MDMA_Company_Name Customer_MSP_Company_Name Meter_Number Meter_Type Data_interval_Collected Cust_Meter_Read_Cycle Cust_Service_Voltage_Class Cust_DR_Program Cust_DR_Program_Status Cust_DR_Program_Enrollment_Date Cust_DR_Program_De-Enrollment_Date Cust_DR_Program_Term_Date_Regardless_Financial Cust_DR_Program_Term_Date_Without_Financial 18

19 Data File Sent ESFT Comma separated values (CSV) no quotes on header quotes on data elements Utility Unique Identifier (UUID). This is the value used as Service Account Number (SAN) in CAISO DRRS. Must have the leading UPGE. 19

20 Data File Details 1 meter and 2 DR programs = 2 rows 2 meters and 2 DR programs = 4 rows 20

21 Share My Data Overview Lindsay Miller

22 The Program What is it? API platform that allows PG&E customers to share their interval meter data and account information with a third party. There are no restrictions as to meter type. Offers electric & gas interval data, billing data, and account PII. Historic data is available, as is daily usage data on an ongoing, subscription basis.

23 The Platform How does it work? Share My Data implementation follows the national Energy Service Provider Interface Standard, also known as ESPI. The ESPI standard was developed and adopted to ensure consistency in the data provided to third parties by utilities across the nation. The ESPI standard prescribes the technical framework for delivering functionality around customer authorization, data exchange and the format of the authorized data that is exchanged.

24 The Platform How does it work? Authorization: OAuth 2.0 is implemented for customer to 3rd party authorization. Data Exchange: Restful APIs are utilized for exchange of data. Note: Per ESPI Security requirements, APIs are over 2- way SSL using SHA-2 certificates. Data Format: Atom (XML language) formatting of the data that is exchanged.

25 The Process How do I register? Step 1: Information Gathering You ll need some important information before you register, so please gather the following ahead of time: Tax ID Your 9-digit U.S. Employer Identification Number (EIN) Business & Technical Contact information OAuth 2.0 and Data Access/Notification URIs Functional URI s preferred, but placeholders will work. Valid SSL Certificate - You ll need this to complete registration. All certificates must be 2048 bit, SHA-2 certificates. Certificates cannot be self-signed.

26 The Process How do I register? Step 2: Review Technical Documentation We highly recommend studying the following resources: From greenbuttondata.org: Green Button Implementation Agreement ESPI OAuth 2.0 Sequence Diagram Green Button Data Software Development Kit PG&E Developed Software Development Kits Available in Python and Javascript

27 The Process How do I register? Step 3: Register for Access The Share My Data registration process allows you to identify yourself to PG&E as a company that would like to access customer-authorized data and set up access to our APIs. Register at sharemydata.pge.com Review and Submit Your Registration Confirm Your Address Submit Your SSL Certificate

28 The Process How do I register? Step 4: Complete Testing The purpose of testing is to verify that you are able to connect to our systems. Once we have your SSL certificate, we will send you an with your credentials and instructions to begin testing. There are three tests that must be completed before customers can release their data to you: API Connectivity Test OAuth 2.0 Test Application Information Resource Request **Note: You will have 90 days to complete testing. If you do not complete testing within 90 days, you will need to re-register.

29 Participation in IOU and Third-Party Administered DR Programs Steve Debacker Brad Wetstone

30 Dual Participation Restrictions Under Rule 24, a customer cannot be enrolled in a PG&E event-based DR program and included in a third-party DRP s CAISO registration during the same time period. The Rule 24 restriction on dual participation applies to the following event-based programs and rates. Aggregator Managed Portfolio (AMP) Capacity Bidding Program (CBP) Base Interruptible Program (BIP) Aggregated Peak Day Pricing (PDP) SmartRate (SMR) SmartAC Base Interruptible Program (BIP) Demand Bidding Program (DBP) Schedule Load Reduction Program (SLRP) Optional Binding Mandatory Curtailment (OBMC) Plan 30

31 Guidance for PG&E DR Program Unenrollment Peak Day Pricing PG&E will initiate unenrollment only when the customer is included in a CAISO registration. The start date for the CAISO registration must be no sooner than or equal to the customer's effective PDP unenrollment date. To help ensure that a customer is unenrolled prior to the effective start date of the CAISO registration, PG&E strongly recommends that the customer initiate the unenrollment process by contacting the customer's PG&E account representative or calling PGE Other PG&E DR Programs (AMP, CBP, BIP, etc.) Customers initiate the unenrollment process for a particular PG&E DR program prior to the DRP including the customer in a CAISO registration. It is important that the start date of the CAISO registration must be greater than or equal to the end date of the PG&E DR program participation. To learn more about how customers can unenroll from PG&E DR programs visit the FAQ section of PG&E s Rule 24 Third Party DRP website. 31

32 Contact information PG&E s Rule 24 Website for DRPs/Aggregators Share My Data: sharemydata@pge.com ESFT: EIESFTadministrators@pge.com PG&E s Rule 24 Team: DRPrelations@pge.com DRAM website: 32