DRPs who wish to participate under PG&E’s Electric Rule 24 will need to follow these steps:

1. Complete PG&E's DRP Information Request form and email it to DRPrelations@pge.com. This form must be completed before proceeding with the IT system connectivity steps described below. Download the DRP information request form (PDF, 273 KB).
   
2. Participate in a 60-90 minute conference call with PG&E’s Rule 24 team (scheduled by PG&E). Topics covered during the call include set-up steps, the CISR-DRP processes, data access and delivery and dual participation restrictions.
   
3. Review the “New DRP Setup Steps Checklist” document which identifies the main steps that a DRP will need to follow to participate under Rule 24 and to participate in the CAISO wholesale market. Download the new DRP set-up steps checklist (PDF, 96 KB).
   
4. Review the “Steps to Obtain Customer Information for Rule 24” document which provides additional detailed instructions for getting set up as a data recipient under Rule 24. It also includes guidance for submitting CISR-DRP forms and using the online authorization process.  Note: this information will be reviewed with DRPs during the initial informational conference call. Download the steps for a DRP to obtain information for Rule 24 (PDF, 206 KB).
   

Each DRP serving PG&E bundled customers is required to execute PG&E's DRP service agreement and to register with the CPUC before providing DRP service within PG&E's service territory. Please note that the CPUC requires DRPs to execute PG&E's DRP service agreement prior to registering with the CPUC.

Registration forms:

Download PG&E's DRP service agreement (Form No. 79-1160) (PDF)
 

Instructions for completing the DRP service agreement:

1. Print out two paper originals of the service agreement.
2. Enter relevant information at the top of page 1 of the agreement.
3. Enter your DRP contact information for notices relating to the agreement on page 6.
4. Complete the signature block on page 9 and ink sign two paper originals of the service agreement.
5. Mail both ink-signed agreements to:
   Pacific Gas and Electric Company
   Rule 24 Program Manager
   300 Lakeside Drive, Suite 210
   Oakland, CA 94612
6. PG&E will countersign each agreement. One original will be retained for our files and the other returned to the DRP.

Visit CPUC's demand response service provider registration application

 Note: The CPUC requires DRPs enrolling PG&E residential customers and small commercial customers (defined as customers with peak demand less than 20 kW) to provide to the CPUC a performance bond as a security deposit or financial guarantee bond; the amount is based on the number of customers served by the DRP. Section E.1.d of Rule 24 provides a matrix showing bond amounts corresponding to the number of customers served by the DRP.

PG&E uses two different information systems to support its Rule 24 program administration activities for DRPs: Electronic Secure File Transfer (ESFT) and Share My Data. DRPs are required to obtain connectivity to both systems before a DRP’s customers can utilize the Click-Through electronic authorization process or submit CISR-DRP forms to PG&E for processing.

What is ESFT and how is it used to support Rule 24?

ESFT is PG&E's standard service for secure file exchange. It provides data encryption and is designed to handle large volumes of data transfers.

• DRPs transfer completed CISR-DRP forms to PG&E for processing via ESFT.
• DRPs post txt or excel files to PG&E’s Rule 24 team using ESFT, when it’s necessary to provide a customer’s personal identifying information. PG&E may require that information when a DRP requests the Rule 24 team to research the status of a customer’s authorization or the status of a customer’s Rule 24 data set.
• PG&E’s Rule 24 team posts files or reports to DRPs using ESFT to support program administration. Examples of those reports include a list of CISR-DRP forms that fail PG&E’s intake validation process or a list of specific CAISO locations that fail PG&E’s location review and validation process.

PG&E's Rule 24 team will initiate the ESFT setup process on behalf of each DRP that submits a completed DRP Information Request form. PG&E ESFT administrators will work with each DRP to facilitate connectivity to this system.

Share My Data allows for three different Standard User registration types to support DRPs:

• Standalone: Select Standalone if you only want customers to authorize your company to receive data.
• Primary: Select Primary if your company is collaborating with another DRP to provide demand response services to customers under Rule 24. As a Primary registrant, your company will participate directly in the OAuth sequence and determine the data authorization parameters that will apply to both you and your partnering DRP – the Secondary registrant.
• Secondary: As with the Primary, the Secondary registration type applies only to DRPs who are collaborating with another DRP to provide Rule 24 demand response services. The Secondary registrant inherits the data authorization parameters established by the Primary.

Prior to initiating the Share My Data registration process, DRPs need to identify the registration type that is appropriate for their business purpose.

The Share My Data platform enables customers to authorize PG&E to release their personal electricity-related information via an electronic authentication and authorization process to DRPs that are registered and approved to use Share My Data. Additionally, Share My Data is utilized by DRPs to obtain the complete Rule 24 data set elements for each authorized customer. Examples of data elements that are made available to DRPs include:

• Up to 48 months of historic interval usage data
• Ongoing interval usage data
• Ongoing monthly billed usage, tier breakdown name and associated volumes
• Customer account information, such as customer name, service address and electric rate schedule
• Meter type
• PG&E Demand Response Program Enrollment Information (if applicable) and the earliest termination date
• CAISO Pricing Node (Pnode)
• CAISO SubLAP
• Load Serving Entity
• Rate Schedule
• Service Tariff Options, such as CARE, FERA and Solar Choice 50 or 100
• Bill Line Items

Download a complete list of Rule 24 data elements (PDF, 301 KB)

 Note: An Excel version can be provided upon request by emailing DRPrelations@pge.com.

Prior to starting the Share My Data registration process, DRPs must submit the DRP Information Request Form to PG&E’s Rule 24 team (as described above). Once that’s complete, DRPs contact the Share My Data team at sharemydata@pge.com to initiate the registration process.

 Note: Getting set up as a Standard User with Share My Data is a more technically involved and complicated process compared to ESFT setup. We strongly encourage DRPs to commit sufficient technical resources and time to this effort. Information about the registration process, APIs, testing requirements and FAQs are available on our site. Visit Share My Data.

The interval data is available through the API services supported on PG&E's ShareMyData platform. All DRPs who wish to access customer data under Rule 24 will need to register as a Standard User for ShareMyData.

Interval meter data is available for all PG&E electric customers who have a PG&E SmartMeter or an MV90 meter, however, there are some exceptions. For example, if a customer opted out of the PG&E SmartMeter rollout then interval data will not be available. In addition, if the customer is on a fixed usage type of rate schedule then interval usage data will not be available. Fixed usage rate schedules include: A1F – Small General Service Fixed, E1F – Residential Service Fixed, LS3F – Customer Owned Light EM Rate Fixed, and TC1F – Traffic Control Service Fixed.

In cases where you believe that data is missing or is inaccurate for any of your active Rule 24 data sharing authorizations, please complete the Data Intake Form (DIF) and post it to your ESFT folder for review and resolution by PG&E’s Rule 24 team. PG&E strongly urges DRPs to submit the DIF as soon as possible to allow time for issue research and troubleshooting by PG&E where necessary. If you are unfamiliar with the DIF template, email PG&E’s Rule 24 team at DRPRelations@pge.com. Use of the DIF is required by DRPs in accordance with CPUC Decision D.19-12-040.

No. When a customer moves out the Service Agreement ID for that premise will close and that will result in the Rule 24 data sharing authorization also closing. The customer will need to reauthorize data sharing with the DRP for the Service Agreement ID associated with their new residence.

Yes, so long as the customer has an active Rule 24 data sharing authorization in place with the DRP. PG&E is the Meter Service Provider (MSP) and Meter Data Management Agent (MDMA) for CCA customers, so all of the data flows the same as for bundled customers.

In cases where (1) the customer has an active Rule 24 data sharing authorization in place with the DRP and (2) PG&E is the Meter Data Management Agent (MDMA), PG&E will provide the relevant data the DRP. In cases where PG&E is not the MDMA for the Direct Access customer, the relevant MDMA will be responsible for providing the data to the DRP.

Under Rule 24, a customer cannot be enrolled in a PG&E event-based demand response program or rate product and be enrolled in the CAISO DRRS with a third-party DRP at the same time. The Rule 24 restriction on dual participation applies to the following DR programs and rate products. Note that this list is subject to change.

• Base Interruptible Program (BIP) Direct Enrolled and Aggregator Managed
• Capacity Bidding Program (CBP)
• Emergency Load Reduction Program (Group A Subcategories)
•  Peak Day Pricing (PDP)
•  SmartAC Switch
•  SmartAC Bring Your Own Thermostat
• SmartRate (SMR)
• Scheduled Load Reduction Program (SLRP). Note this program is closed to new enrollment.
•  Optional Binding Mandatory Curtailment (OBMC) Plan
•  Valley Clean Energy Dynamic Rate Pilot

Yes. Please see the pdf titled “PG&E DR Program De-Enrollment Procedures” located on this page under section titled "Rule 24 and Demand Response program links and documents".

No. PG&E will initiate the disenrollment from PDP only when the customer is successfully registered in the California Independent System Operator’s (CAISO) Demand Response Registration System. The start date for the CAISO customer location must be later than or equal to the customer's effective PDP disenrollment date. Demand Response Providers will need to look at the meter read cycle schedule to determine the customer's earliest future PDP disenrollment date, and in turn, determine the CAISO location start date. PDP disenrollment dates that occur after the CAISO location start date will result in the rejection of the customer location by the Utility Distribution Company (UDC) in accordance with the Rule 24 restriction on dual participation.

To help ensure that a customer is de-enrolled from PDP prior to the effective start date of the CAISO customer location in the DRRS, PG&E recommends that the customer initiate the de-enrollment process by contacting the customer's PG&E account representative or calling 1-800-987-4923 or by accessing their account on pge.com. Once the customer has been removed from PDP, the DRP can register the customer location in the CAISO DRRS.

Under the CAISO's current processes, the UDC and Load Serving Entity (LSE) review is performed on a combination of data elements that are set by the DRP for the customer location.

Below is a list of data elements obtained by PG&E from the CAISO's systems to support the validation process:

• Service Account Number (SAN) – This must be the Utility Unique ID (UUID) value provided by PG&E. The value must include the letters “UPGE” at the beginning with 10 digits for a total length of 14. A sample value is UPGE0123456789.  PG&E will verify that the Service Agreement ID associated with the customer’s UUID is valid.
• Utility Distribution Company (UDC) – This must be UPGE.
• LSE – The LSE codes from PG&E's system are different from those used by the CAISO.  DRPs should therefore refer to the file link "PG&E LSE Codes Mapped to CAISO LSE Codes" table found on the Rule 24 main page.
• DRP – For DRPs covered by Rule 24, there must be an active data sharing authorization in place between the DRP and customer.
• Sub-Load Aggregation Point (Sub-LAP) -  PG&E will verify that the submitted Sub-Lap is correct.
• Pricing Node (PNode) -  If provided by the DRP, PG&E will verify that the submitted PNode is correct.
• Location Start Date
• Location End Date

Additionally, PG&E will confirm that the customer location is not enrolled in a PG&E event-based DR program during the effective date range of the location.

No. While DRPs serving PG&E bundled customers are required to execute the DRP Service Agreement with PG&E before providing DR services within PG&E's service territory, this requirement is independent of the timing for when DRPs may begin to obtain data sharing authorizations from prospective customers.