Rule 24 DRP/Aggregator Informational Workshop December 2nd 2015

Agenda

Welcome and safety Steve Debacker

9:00 am – 9:05 am

High Level overview

DRP Information request form

Brad Wetstone

9:05 am – 9:25 am

Implementing PG&E’s Share My Data

(SMD) Platform

Ryan Halsey

9:25 am - 10:05 am

Implementing ESFT (Electronic Secure

File transfer)

Dan Green

10:05 am -10:25 am

Break 10:25 am – 10:35 am

Completing and submitting a Customer

Information Service Request (CISR)

•Wet signature

•Electronic Signature

Steve

10:35 am – 11:05 am

Receiving and utilizing customer data

Data sent via SMD

Data sent via ESFT

Steve

11:05 am – 11:25 am

Questions and contact information All

11:25 am – 12:00 pm

High Level Overview DRP Set up

Brad Wetstone

December 2nd, 2015

Rule 24 Set up Non Utility DRP N

on

Uti

lity

DR

PR

ule

24 (

PG&

E)ES

FT (

PG&

E)SM

D (P

G&

E)

DRP now able to submit CISR-DRP

Forms(7.0)

Contacts the ESFT admin for set up in

ESFT system(4.0)

DRP Completes the DRP information request form

and returns to DRP relations mailbox

(2.0)

Send acknowledgment email to DRP (Include

Rule 24 DRP ID)(6.5)

Initiates connectivity testing with DRP

ESFT(4.1)

Does the DRP Connect with

ESFT(4.2)

YES

Non Utility DRP registers as a

standard user in SMD(5.0)

Works with DRP to correct connectivity

issues (4.3)

NO

YES

Supplies the Non Utility DRP with Information on how to

get started(1.0)

Notifies ESFT group that DRP will be

calling(3.0)

Notifies PGE Rule 24 of Completed SMD

setup(6.3)

END

Start

Initiate connectivity with SMD

(6.0)

Does the DRP connect with the

SMD system?(6.1)

Works with DRP to correct connectivity

issues (6.2.)

NO

YES

Pass all connectivity processes for both SMD and

ESFT(6.4)

NO

5

Demand Response Provider/Aggregator Information Request Form

This information request form is to be used to initiate the registration process by Demand Response

Providers (DRP) and Aggregators interested in providing Demand Response Service under Pacific Gas

and Electric Company’s (PG&E) Rule 24. Please provide responses to items 1-12 below and return the

form in electronic format (saved as a Word or pdf file) to DRPRelations@pge.com. For item 12, in the

event your company is supporting another or multiple DRPs for the provision of DR service under PG&E

Rule 24, you will need to identify how many other DRPs you are supporting. This information is

necessary so that PG&E assign the appropriate number of unique Rule 24 IDs to the supporting DRP for

purposes of Enterprise Secure File Transfer (ESFT) system set up.

Completion of this form is required prior to a DRP or Aggregator proceeding with Electronic Secure File

Transfer (ESFT) system set up.

Should you have any questions concerning this information request form, please contact Brad

Wetstone, PG&E’s Account Manager for the Demand Response Provider/Rule 24 program, at 415-973-

5599 or email DRPrelations@pge.com

Required Information DRP/Aggregator Information

1. Company Name of DRP or Aggregator

2. Company Address

3. Company City

4. Company State

5. Company Zip Code

6. Company Country

7. Company Telephone

8. Company Email Address

9. Company Contact Name

10. Contact Telephone

11. Contact Email Address

12. Will your company be supporting another DRP (s)? If yes enter the number of other DRPs you will be supporting

Supporting____ DRP(s) under PG&E Rule 24

Share My Data Overview

Ryan Halsey | Program Manager

December 2nd , 2015

The Background

PG&E developed Share My Data in response to a

challenge by the White House to utility companies

to provide customers with their energy usage

information in an easy-to-use format. This initiative,

originally called Green Button, makes your detailed

energy usage information available in a

standardized file format, and is intended to

empower customers by raising awareness of

energy usage and encourage companies to develop

new, innovative customer-focused applications.

The Circle of Data

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 usage data, billing data, and account PII.

• Historic data is available, as is daily usage data on an ongoing, subscription basis.

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.

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.

The Data – 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

13

Registering for Share My Data

Process and Technical Overview

The Process – How do I register?

Step 1: Do Your Homework

You’ll need some important information before you register, so please gather the following ahead of time:

• Tax ID - Your9-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.

The Process – How do I register?

Step 2: Do More Homework

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

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 Email Address

• Submit Your SSL Certificate

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 email 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.

ESFT Overview

Dan Green

December 2nd, 2015

Setting up Electronic Secure File Transfer (ESFT)

19

What is ESFT?

History of Axway application at PG&E

How do I use ESFT for file transfers? (Manual

and Automated)

Demo ESFT using a browser and Secure Shell

Client WinSCP

Dos and don’ts when using the transfer system

What do I need to install to connect to PG&E

ESFT?

What is in the ESFT User Guide?

Do not use email to deliver customer specific

information

CISR Form Overview

Steve Debacker

December 2nd , 2015

Submitting a CISR-DRP PG&E must get a copy of the completed and signed CISR-DRP form.

CISR-DRP with wet signatures or a scan of wet signatures:

1. DRP works with customer to complete the CISR-DRP and gets a copy of the completed CISR to the customer.

2. The customer ink signs the paper CISR-DRP and sends it to the DRP.

3. The DRP obtains a paper copy of the completed customer signed CISR-DRP.

4. The DRP(s) ink sign the completed customer signed form.

5. The DRP scans the completed customer and DRP signed form. Format must be pdf.

6. The DRP posts the scanned image to PG&E’s ESFT.

CISR-DRP with electronic signatures:

1. DRP works with 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. The DRP posts the e-signed form to PG&E’s ESFT. Format must be pdf.

NOTE: The e-signed CISR-DRP must allow PG&E to interrogate the electronic signatures and to validate that the document has not been altered.

CISR-DRP Form

CISR-DRP Form, Cont.

24

Sample Bill

25

Sample Bill, Cont.

Receiving and utilizing customer data Overview

Steve Debacker

December 2nd , 2015

Data Flows Item Transmitted From To Notes

Completed CISR from

DRP to PG&E

ESFT DRP PG&E Uses folder

“Vendor to PG&E”

Historical and Ongoing

monthly usage quantities

SMD API PG&E DRP

Historical and Ongoing

interval usage data

SMD API PG&E DRP

Other Rule 24 data

(Sublap, DR programs,

etc.)

ESFT PG&E

DRP Uses folder “PG&E

to Vendor”

Exceptions to submitted

CISR

ESFT PG&E

DRP Uses folder “PG&E

to Vendor”

Do not send customer information to PG&E via e-mail.

Data flow

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

ESFT Folders

A DRP named ABC Company has been assigned by PG&E a Rule 24 ID = 10

Data Elements Sent ESFT

General

CISR_Docket(K) Rule 24 ESFT Flat File

CISR_SA_ID Rule 24 ESFT Flat File

CURRENT_SA_ID Rule 24 ESFT Flat File

UUID Rule 24 ESFT Flat File

Customer_Name Rule 24 ESFT Flat File

Service_Address Rule 24 ESFT Flat File

Service_City Rule 24 ESFT Flat File

Service_State Rule 24 ESFT Flat File

Service_Zip Rule 24 ESFT Flat File

Sublap_Name Rule 24 ESFT Flat File

Pnode Rule 24 ESFT Flat File

Electric_Rate_Schedule Rule 24 ESFT Flat File

Customer_LSE_Company_Name Rule 24 ESFT Flat File

Customer_MDMA_Company_Name Rule 24 ESFT Flat File

Customer_MSP_Company_Name Rule 24 ESFT Flat File

Meter_Number Rule 24 ESFT Flat File

Meter_Type Rule 24 ESFT Flat File

Data_interval_Collected Rule 24 ESFT Flat File

Cust_Meter_Read_Cycle Rule 24 ESFT Flat File

Cust_Service_Voltage_Class Rule 24 ESFT Flat File

DR Programs

Cust_DR_Program Rule 24 ESFT Flat File

Cust_DR_Program_Status Rule 24 ESFT Flat File

Cust_DR_Program_Enrollment_Date Rule 24 ESFT Flat File

Cust_DR_Program_De-Enrollment_Date Rule 24 ESFT Flat File

Cust_DR_Program_Term_Date_Regardless_Financial Rule 24 ESFT Flat File

Cust_DR_Program_Term_Date_Without_Financial Rule 24 ESFT Flat File

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_____.

Data File Details

2 meters and 2 DR programs = 4 rows

1 meter and 2 DR programs = 2 rows

Contact information

Share My Data: www.pge.com/sharemydata

or sharemydata@pge.com

ESFT : EIEFSTadministrators@pge.com

CISR DRP form or DRP information request : DRPrelations@pge.com

DRAM website: www.pge.com/dram

33

Questions/Next step

?????

34

Appendices

ESFT Set up/User Guide

DRP information request form

Current DRP Service Agreement

(Subject to change) only used when

serving PG&E bundled customers.