Third-party Demand Response Provider or Aggregator
What is Electric Rule 24?
Under Electric Rule 24, PG&E electricity customers have the choice to enroll in demand response programs offered by third-party Demand Response Providers (DRPs). Demand response programs, in general, are programs that provide customers with incentives to reduce or shift their electricity consumption during time periods of peak demand, high temperatures, wholesale market prices spikes, or stressed electric grid conditions. Rule 24 allows third-party DRPs to solicit PG&E customers to participate in their demand response programs and to then "bid in" the electricity reduction into the wholesale electricity market administered by the California Independent System Operator (CAISO). The California Public Utilities Commission approved Electric Rule 24 with the goal of promoting demand response participation in CAISO markets.
Obtaining access to customer data
In order for a third-party DRP to provide demand response service to a PG&E customer, the DRP must obtain authorization from the customer for the release of electricity usage data and certain account information. There are two ways a customer can authorize PG&E to share their information with a DRP: (1) Use the online authorization process (Click-Through); or (2) complete the Customer Information Service Request-Demand Response Provider (CISR-DRP) form.
Online authorization process
PG&E customers follow these steps to authorize the release of their information:
- To start the Click-Through process, the customer selects a link on a DRP’s website that goes to PG&E’s Share My Data login page.
- The customer uses the username and password for their PG&E online account to sign in.
- A screen will appear that identifies the DRP(s) requesting access to the customer’s data, the various categories of data to be shared, the electric service accounts for which data is to be shared, and the duration or timeframe of the data sharing that the DRP(s) requested.
- The customer then selects the “Submit” button to complete the authorization process. After selecting “Submit” the customer will be returned to the DRP’s website.
Example of the electronic authorization screen :
Instead of using the online process, a customer may complete and sign PG&E’s Customer Information Service Request-Demand Response Provider (CISR-DRP) form. The DRP submits the completed CISR-DRP to PG&E, and once we validate and process the form, the customer’s requested information is released to the third party using Share My Data API services.
Registering as a DRP with PG&E
The first step to register as a third-party DRP under Electric Rule 24 is to 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, 266KB)
After submitting the DRP Information Request form and receiving confirmation from PG&E’s Rule 24 team, a DRP who wishes to become a data recipient will need to register as a standard user with Share My Data.
IT system requirements
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.
What is Share My Data?
Share My Data is an Application Programming Interface (API) platform that allows PG&E customers to share their personal electricity-related data with third parties. The data sharing authorization process is enabled by OAuth.
What are the standard user registration types?
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.
How is Share My Data used to support Rule 24?
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
Download a complete list of Rule 24 data elements (PDF, 230 KB)
Note: An Excel version can be provided upon request by emailing DRPrelations@pge.com.
How do DRPs register for Share My Data?
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 email@example.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.
Download key documents
The Online Authorization (Click-Through) Process
Overview of the Click-Through Solution Project
This presentation provides an overview of the main functionality of PG&E’s Phase 1 release for Click Through. It includes screen shots of Share My Data registration pages and the customer authorization pages.
Download the Overview of the Click-Through Solution Project (PDF, 683 KB)
Rule 24 Click-Through Process Flow
This six page file includes diagrams of the online authorization process and API data access process.
Download the PG&E Rule 24 Click-Through Process Flow (PDF, 336 KB)
Rule 24 Data Element API XML Mappings
This file includes 15 pages with information about how the data returned from the API services is formatted per Green Button Standard (atom XML Schema Definitions (XSDs)) and how the XSDs map to the Rule 24 data elements. The last page also includes a table listing all available APIs.
Download the Rule 24 Data Element API XML Mappings (PDF, 761 KB)
Note: An Excel version of this document can be provided upon request by emailing DRPrelations@pge.com
When reviewing these files, it’s important to pay particular attention to which APIs are used:
- For authorizations done online by a Primary or Standalone third party, certain APIs accept the Access _Token provided during OAuth while other APIs accept the Client Access_Token provided during registration.
- For offline CISR-DRP forms and Secondary third party online authorizations, accessible APIs will only use the Client_Access_Token provided during registration.
Download XSDS (ZIP, 42 KB)
Authorization Life Cycle Management Matrix
This matrix summarizes the options for DRPs and customers to create, cancel, and modify an authorization depending on how the authorization was created (i.e., via the online process or via the CISR-DRP form).
Download the Authorization Life Cycle Management Matrix (PDF, 183 KB)
The CISR-DRP process
Steps to Obtain Customer Information for Rule 24
This document provides additional detailed instructions for getting set up as a data recipient under Rule 24. It also includes guidance for submitting completed CISR-DRP forms to PG&E.
Download the Steps for a DRP to Obtain Customer Information for Rule 24 (PDF, 450 KB )
CISR-DRP form Version 2.0
This is a pdf fillable form to be used to obtain customer authorization for the release of a customer’s electricity usage data and certain account information under Rule 24 as an alternative to using the Share My Data online authorization process (OAUTH 2.0).
Download the PG&E CISR-DRP form Version 2.0 (PDF, 108 KB )
Instructions for Completing CISR-DRP form Version 2.0
This document provides guidance and instructions to help DRPs properly complete the CISR-DRP form. It also includes instructions for using electronic signatures on the CISR form.
Download the Instructions for Completing CISR-DRP form Version 2.0 (PDF, 614 KB )
Required agreements and additional DRP registration steps
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.
PG&E'S DRP SERVICE AGREEMENT (FORM NO 79-1160) (PDF, 100 KB)
Instructions for completing the DRP Service Agreement:
- Print out TWO paper originals of the Service Agreement.
- Enter relevant information at the top of page 1 of the agreement.
- Enter your DRP contact information for notices relating to the agreement on page 6.
- Complete the signature block on page 9 and ink sign TWO paper originals of the Service Agreement.
- Mail both ink-signed agreements to
Pacific Gas and Electric Company
Rule 24 Program Manager
245 Market Street, Mail Code: N8C
San Francisco, CA 94105
- PG&E will countersign each agreement. One original will be retained for our files and the other returned to the DRP.
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.
Other helpful links and program documents
- Available Rule 24 Registrations/ Locations (PDF, 177 KB)
- FREQUENTLY ASKED QUESTIONS
- Download Electric Rule 24 (PDF, 3.23 MB)
- Visit: CPUC Demand Response website
- Visit: CPUC-Registered DRPs
- Zip Code to SubLAP Table (XLSX, 29 KB)
- Service City to SubLAP Table (XLSX, 30 KB)
- Map of PG&E SubLAPs (PDF, 3.2 MB)