Menu of Possible Direct Access Transactions

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Pacific Gas and Electric Company has engaged in the following transactions with its affiliates:

• An affiliate signed up a customer as that customer's electric energy service provider, meter reader, meter owner, meter installer, biller, or bill calculator.
• An affiliate disconnected or canceled service to a customer as that customer's electric energy service provider, meter reader, meter owner, meter installer, biller or bill calculator.
• An affiliate asked PG&E to resend information previously sent as part of a Direct Access Service Request. Such information could include the customer's effective start date, address, time zone, or usage or metering information.
• PG&E notified an affiliate of the termination of commencement of electric service for the customer.
• PG&E notified an affiliate of a change in the customer's account status or effective switch date.
• Either PG&E or the affiliate informed the other of an update to their customer account information.

Transactions may involve the following transfer of information or services:

• ESP contacts ESP Relations and signs UDC-ESP Agreement
• The ESP's credit worthiness is established with PG&E
• ESP registers with the CPUC (if serving small commercial/residential customers)
• ESP sends in request for connect (Day 0)
• Request is electronically checked for correct format and data content
• A confirmation of receipt is sent to the ESP ("ACK") (By Day 2)
• The request is accepted, rejected or pended for investigation (By Day 5)
  • If the request is accepted ("SP-ACK"), we send back the 12 month usage history. Also included is the effective start date, or notice that a meter installation is pending. We may also send back information on programs (e.g. BPP) we have to remove (called "memo codes"). In addition, we send a letter to the customer to notify them of the pending switch to the new ESP.
  • If the request is pended for investigation, DABRU (Direct Access Billing and Records Unit) has ten days to research the account. On day eleven we must accept or reject the request. (Day 18)
  • If the request is rejected ("SP-NAK"), PG&E sends back a reason for the reject.
• If the account indicates that a meter is required or requested, a "pend-meter" order is sent to the Meter Event Group via the MITSS system.
  • The MEGS group coordinates metering activities with the meter agent, meter installer, ESP, PG&E meter technicians and/or ESP Relations to ensure the phone line is ready and the meter is ready to be installed. (If the ESP does the installation, meter configuration data is passed between the ESP and UDC.)
  • If the account has an interval meter, Load Data Services works with the MDMA to receive or send out the interval reads for billing.
• If the account does not need a meter installation, the Five Day Ahead meter read report tells Division Meter Reading to read the account on time for the first DA read date.
• PG&E switches customer on meter read date (Day15-45) or date of meter installation
• ESP is notified of switch and starts energy delivery
• PG&E reads meter (Day 40-75)
• New Direct Access Bill is calculated
  • If the account is an interval account, the account will be billed in ABS.
  • If the account is a monthly account, the bill is calculated by the CIS system.
• Bill is sent to customer (Day 50-80)

Beginning November 1, 2000 this menu will only be updated when a change in number of DASR transactions occur.

Through November 1, 2000 Pacific Gas and Electric Company (PG&E) has received and responded to 5,285 transactions with an unregulated affiliate relating to Direct Access Service Requests. These transactions may include multiple communications over time regarding one or more of the items listed in "Menu of Possible Transactions," above.

Posted November 1, 2000