Direct Participation Enrollment Process for 2017 DRAM September 28, 2016
Agenda • Preparation Work • High Level Process • Customer Information Service Request – Demand Response Provider (CISR-DRP) Form Process • Data Transfer • Registration Review 2
Preparation Work • Become a registered Demand Response Provider (DRP) – With SDG&E – DRP Agreement 144 -0821 • http: //www. sdge. com/rates-regulations/current-and-effective-tariffs/electric-tariff-booksample-forms – With California Public Utilities Commission (CPUC) • http: //www. cpuc. ca. gov/General. aspx? id=6306 • Become a registered SDG&E Green Button Connect My Data Third Party (automated data transfer via NAESB ESPI file format) – DRP completes and submits application: https: //www. sdge. com/webform/12616/green-button-connect – Required components: • Taxpayer Identification Number (TIN) • Terms of Use • Connectivity Testing Green Button Connect Third Party Guide provides the technical information along with sample files that will be provided 3
High Level Process • CISR-DRP Form – Completed form includes customer signature – Average processing time: about 5 business days 4
CISR-DRP Form Process 5
Roles and Responsibilities • Customers – Complete, accurate, and verifiable customer Information – Signature to acknowledge the terms and conditions of the entire form – E-signature accepted in the appropriate sections – Check appropriate boxes (authorize or revoke) • Demand Response Providers (DRPs) – Complete DRP information required, including signatures – DRP’s obligation to ensure the customer has disenrolled from SDG&E’s eventbased DR program before placing the customer service account in the registration for the same period (Electric Rule 32 C. 2. d. Dual Participation) – Registration submittal and maintenance • San Diego Gas & Electric – Review and validate the CISR-DRP forms – Manage data transfer and communication with DRPs – Review the CAISO registrations • Automatically disenroll Critical Peaking Pricing customers from the applicable rates 6
CISR-DRP Form 144 -0820 • With the exception of “Title” for residential customers, all customer and DRP fields are mandatory. – Processor uses discretion in the validation of the customer name and address; – Signature of the representative with authority for commercial customers; 7
CISR-DRP Form 144 -0820 (Conti. ) • Accurate service address, service city, and account number required • Meter interval change authorization by the customer – In case of reprogramming, SDG&E will act on the earlier date of • • Email request for reprogramming by the 1 st DRP, or 1 st DRP’s registration including the residential customer 8
CISR-DRP Form 144 -0820 (Conti. ) • Timeframe of Authorization – If the customer selects the 3 rd option in C. Timeframe of Authorization, the customer signature is required for Section I. Customer Authorization to Allow DRP(s) to Revoke Authorization 9
Current CISR-DRP Processing • Highly manual for the current Initial Implementation Stage – Automation in progress for the Intermediate Implementation Stage – Continue to maintain the manual submittal process • CISR-DRP Form – Scanned copies of CISR-DRP emailed: • Direct email to SDG&E processing team, or • Secure approach through Electronic Data Transfer (EDT) – E-signatures along with authentication documents • Revocation – Meter data access is stopped – Revocation by the customer through CISR-DRP form – Revocation by the DRP who are authorized by the customer through CISR-DRP form 10
CISR-DRP Rejection Handling • Common Reasons for Rejection – Service Account not found, finaled, or name not matched with owner; - Missing the title for commercial customer signatory, requires company representative with authority to sign on behalf of company - DRP contact information missing or not acceptable to SDG&E - Duplicate CISR-DRP Forms - Listing meter number instead of account number - Account Number does not match address on file • Secure email communication for rejected CISR-DRP - Detailed reasons for rejection communicated to the DRP - As needed, phone discussion or email follow-up with DRP 11
Manage Data Transfer 12
Manage Data Transfer • Data Transfer – Green Button Connect My Data • One-time historical meter data, and • daily meter interval data – billable interval data – CISR-DRP Form Data through EDT email system • Interval meter • Unique UUID based on SDG&E’s account – the same for all customer authorized DRPs • Frequency for updating as changes occur • Triggers for updating – LSE change, finaled, account # changed, etc. • Data flow cancellation notifications through Green Button 13
Registration Review 14
CAISO Market Registration Review • Two CAISO Systems – Demand Response System (DRS) – Demand Response Registration System (DRRS) • SDG&E acts as Load Serving Entity (LSE) and/or Utility Distribution Company (UDC) – 10 -days review window • Review with Findings – high level explanation provided in the system • Review without Findings – good to go – SDG&E’s obligation to make sure dual participation rules are followed • Have to meet the timing requirement of the dual participation rules – Prefer to receive notification when registration is submitted by DRP for CAISO approval 15
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