2014 Direct Access (DA) Lottery

Pacific Gas and Electric Company (PG&E) will be accepting PG&E Electric Form No. 79-1117, Six Month Notices to Transfer to Direct Access (Six Month Notices), during a five-business day window (Submission Period) from Monday, June 9, 2014 at 9:00 a.m. Pacific Daylight Time (PDT) through Friday, June 13, 2014 at 5:00 p.m. PDT. Accepted Six Month Notices will be entered into a lottery to determine their random numerical position on the 2015 DA Wait List (2015 Wait List) for potential available 2015 DA load.

Per California Public Utilities Commission (CPUC) Decision (D.) 12-12-026, if DA load becomes available, customers on the 2015 Wait List may begin switching to DA service in January 2015. Should DA load continue to be available under the Overall DA Load Cap and depending on their 2015 Wait List position, customers may be eligible to switch to DA service through December 2015.

Methods to Submit a Six Month Notice

  • Email with attachment(s) to: DANOI@pge.com
  • FAX to: (209) 476-7698 Attn: DAASU

2014 DA Lottery Documents to be Submitted

Six Month Notice Form Instructions

  1. Complete Six Month Notice Form (Form No. 79-1117), including:
  2. If the Customer-of-Record is not signing the Six Month Notice, complete the Customer Authorization Form (Form No. 79-1095); [Note: Be sure to fill out the form in its entirety and check box option #6.]
  3. If needed, please use a Microsoft Excel file to submit a longer list of SA IDs. See spreadsheet (example) (XLS, 29 KB)

Notes

  • The Six Month Notice to Transfer to Direct Access Service is a binding document.
  • The Six Month Notice may be rescinded within three (3) business days [of PG&E's receipt] by contacting PG&E's ESP Services Team at (415) 973-6479.
  • Only one Customer-of-Record (the Customer) may be specified per Six Month Notice; [Note: The Customer-of-Record is defined by Federal Tax ID (FTI).] All SA IDs referenced on the Six Month Notice must have one common FTI. Please confirm your FTI on all Notices before submitting.
  • If you need to confirm your account information, please contact your PG&E Account Manager or call PG&E's Business Customer Service Center at (800) 468-4743.
  • The dates provided on the Six Month Notice and Customer Authorization Form must be appropriate for the relevant Submission Period, and must not have expired prior to the relevant Submission Period.
  • If the Customer-of-Record has signed the Six Month Notice, a Customer Authorization Form is not required.

Email Instructions

  1. Submit only one email for each Six-Month Notice as all duplicate email submissions will be rejected. The new Lottery process is different from the previous first-come, first-served enrollment process.
  2. Provide a correct subject line for each email. The email subject line should read as follows: CUSTOMER NAME 6 Month Notice SUBMITTER (# of SA IDs)
    • Example: If ESP_A is submitting 23 SA IDs for Customer B, the recommended subject line is: Customer_B 6 Month Notice ESP_A (23)
  3. All email submissions should arrive in the DANOI@pge.com mailbox on or after 09:00:00 am PDT on Monday, June 9, 2014, but no later than 5:00 p.m. PDT on Friday, June 13, 2014. All duplicate submissions or submissions received outside of these dates/times will be rejected.

Notes

  • Submit the Customer Authorization Form and Six Month Notice in an Adobe PDF format; a longer list of SA IDs should be submitted in the Microsoft Excel format. (Example shown above.)
  • DO NOT provide password-protection for any Six Month Notices and attached documents; password- protected Notices and supporting attachments will be rejected.

Following Submission of the Six Month Notice

  1. You will receive an auto-response from the DANOI@pge.com mailbox
    • The auto-response message does not mean that the Six-Month Notice and any supporting documents were accepted by PG&E
    • The auto-response message does mean that PG&E received your submission—please DO NOT send additional duplicate Six-Month Notices.
    • If you do not receive an email acknowledgement of receipt within 30 minutes of submittal, please contact PG&E's ESP Services Team at (415) 973-6479.
  2. If PG&E receives duplicate submissions, the initial submission will be accepted and all subsequent submissions will be rejected.
  3. If PG&E finds incorrect information in the Six Month Notice or Customer Authorization Form, we will contact the sender to fix the Six Month Notice or Customer Authorization Form. The sender will have 5-business days (the Review Period) from PG&E's notification to respond with the corrected information. If no response is received within the 5-business day window, the submitted forms containing the incorrect information will be voided. [Note: This does not mean that the Six Month Notice was accepted.]
  4. For all rejected (voided) Six Month Notices, rejection emails will be sent to the submitter of the Six-Month Notice.
  5. At the conclusion of the Review Period, and after all deficiencies have been corrected, PG&E will utilize a "randomizer" tool to assign a random "lottery" number to each eligible Six Month Notice.
  6. Submitters of Six Month Notices will be notified electronically by Monday, August 11, 2014, whether their Six Month Notice has been accepted or placed on the 2015 Wait List.

Accepted Notification Process

  1. For all accepted Six Month Notices, PG&E will send a letter to the Customer-of-Record's billing address which will specify the Six Month Notice's randomly assigned "lottery" number, switching process information, and the Direct Access Service Request (DASR) submission deadline date.
  2. The Customers are responsible for providing this information to their ESP.
  3. If PG&E does not receive a DASR by the submission deadline date indicated in the acceptance letter, the SA IDs will be switched to PG&E's Transitional Bundled Service (TBS) and billed on PG&E's Electric Schedule Transitional Bundled Commodity Cost (TBCC) for a period of up to sixty (60) days. If a DASR is not received by the end of this sixty (60) day period, then the Six Month Notice to return to DA Service will be cancelled, and the cancellation will serve as a six month notice to return to bundled service. The impacted SA IDs will be subject to TBCC pricing for a period of six (6) months and then begin a new eighteen (18) month commitment period on bundled portfolio service.

Wait List Process

  1. By the 15th of each month, PG&E will determine if there is any available DA load under the Overall DA Cap, as of the last day of the prior month, and will notify the next Customer on the Wait List if there is available load.
  2. If available DA load is sufficient to accommodate all of the Service Agreements listed on the Six-Month Notice:
    • PG&E will notify the Customer of the DASR Due Date for each accepted SA ID at least forty-five (45) days in advance of the SA ID's earliest switch date.
    • The Customer will have fifteen (15) business days to accept or decline the DA transfer opportunity.
    • If the Customer declines or doesn't respond to the opportunity, the Six Month Notice will be removed from the 2015 Wait List and all associated SA IDs will remain on PG&E's bundled service.
    • PG&E will then notify the next Customer on the 2015 Wait List.
  3. If the available DA load is not sufficient to accommodate all of the listed SA IDs on the Six Month Notification:
    • PG&E will notify the submitter at least forty-five (45) days in advance of the customer's earliest possible switch date for each eligible SA ID(s)
    • PG&E will work with the Customer to determine the SA ID(s) to be transferred up to the available DA load.
    • Any remaining SA IDs on the Six Month Notice will remain on the 2015 Wait List.
    • Customer will have fifteen (15) business days to accept or decline the DA transfer opportunity, without penalty
    • If the notified Customer accepts the opportunity, PG&E will work with the Customer to determine the SA IDs to be switched. The remaining SA IDs will remain on the Wait List.
    • If the Customer declines the opportunity, the Six Month Notice will be removed from the 2015 Wait List and the SA IDs will remain on PG&E's bundled service.
  4. If a Customer accepts the DA transfer opportunity and a DASR is not submitted by the DASR due date;
    • Impacted SA ID(s) will be placed on TBS for a period of up to sixty (60) days. If a DASR is not received by the end of this sixty (60) day period, then the Six Month Notice to return to DA Service will be cancelled, and the cancellation will serve as a six month notice to return to bundled service. The impacted SA IDs will be subject to TBCC pricing for a period of six (6) months and then begin a new eighteen (18) month commitment period on bundled portfolio service.
  5. All Six Month Notices on the 2015 Wait List as of the last calendar day of 2015 will be cancelled and superseded by the following year's new Wait List.
  6. Beginning in 2014, the annual Submission Period will be held during the second full week in June to establish the Wait List for any available DA Load under the Overall DA Cap that may become available during the twelve (12) months of the following calendar year.
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