Third-party Demand Response Provider/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 entity to provide demand response service to a PG&E customer, the DRP will need to obtain an authorization from the customer for the release of certain customer data elements and electricity usage information. This authorization is provided when the customer completes and signs PG&E's Customer Information Service Request-Demand Response Provider form—referred to as the CISR-DRP form. The third-party DRP will submit the completed CISR-DRP form to PG&E, and once the form has been validated and processed by PG&E, the customer’s requested information will be released to the third party.
Registering as a DRP with PG&E
The first step in getting registered as a third-party DRP under PG&E's Rule 24 is to complete PG&E's DRP Information Request form and submit it to DRPrelations@pge.com.
- DRP Information Request form (PDF, 266 KB): Completion of this form is required prior to a DRP proceeding with the IT system connectivity steps described below.
IT system requirements
PG&E uses two different information systems to transfer customer data to DRPs: Electronic Secure File Transfer (ESFT) and ShareMyData. DRPs are required to obtain connectivity to these information systems before CISR-DRP forms can be submitted 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 will transfer completed CISR-DRP forms to PG&E for processing via ESFT.
- Once a customer's CISR-DRP form has been deemed valid and complete by PG&E's Rule 24 team, PG&E will transfer certain customer data elements to DRPs via ESFT.
- Examples of data elements transferred to DRPs via ESFT include:
- Customer Name
- Service Address
- Electric Rate Schedule
- Meter Type
- PG&E Demand Response Program enrollment information (if applicable) and earliest termination date
- CAISO Pricing Node (Pnode)
- CAISO Sub-LAP
PG&E's Rule 24 implementation team will initiate the ESFT set up 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 ShareMyData?
- ShareMyData is an API platform that allows PG&E customers to share their interval meter data and account information with a third party.
How is ShareMyData used to support Rule 24?
- A customer's billed usage and interval data is made available to DRPs via PG&E's ShareMyData platform.
Getting set up as a standard user with ShareMyData is a more technically involved and complicated process compared to ESFT setup. PG&E, therefore, strongly encourages DRPs to commit sufficient technical resources and time to this effort. Information pertaining to the registration process, API, testing requirements and FAQs are posted on PG&E's ShareMyData website—www.pge.com/sharemydata
For information or questions about the ShareMyData setup process, contact the ShareMyData team at email@example.com.
Links to key documents regarding the CISR-DRP process
Rule 24 DRP/Aggregator Set Up Steps & CISR-DRP Overview (PDF, 1.1 MB): This PowerPoint presentation provides a process flow map highlighting the main steps required for DRPs to get set up as data recipients under Rule 24. It also provides an overview of ESFT and the ShareMyData platform and describes how these two systems are used for the CISR-DRP intake and extract process.
Steps for a DRP to Obtain Customer Information for Rule 24 (PDF, 454 KB): 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 and instructions for using electronic signatures on the CISR form.
PG&E CISR-DRP form (PDF, 163 KB): This is a pdf fillable form that DRPs must use for the Rule 24 program. This form includes embedded validation to help reduce errors when completing the form.
CISR-DRP form instructions (PDF, 638 KB): This document provides additional guidance and instructions to help DRPs properly complete the CISR-DRP form.
Required agreements/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.
Links to relevant registration forms are provided below.
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.
- Return both ink-signed agreements to PG&E via mail/FedEx:
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. PG&E will retain one original for its files and return the other original to the DRP.
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, 173 KB)
- FREQUENTLY ASKED QUESTIONS
- Download Electric Rule 24 (PDF, 312KB)
- 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)