Third-party Demand Response Provider or Aggregator

PG&E customers have two options to authorize the release of their information using online methods.

Option 1: Customers with a PG&E online account follow these steps:

1. Select a link on a DRP's website that goes to the PG&E Share My Data login page.
2. Sign in with PG&E online account username and password.
   
   
   
   
3. A screen will appear that lists the DRP(s) requesting access to 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.
4. Select the SUBMIT button to complete the authorization process. After selecting SUBMIT, you are returned to the DRP's website.

Example of the online authorization screen:

Option 2: Customers who do not have a PG&E online account or forgot their login credentials can follow these steps for Guest Access:

1. Select a link on a DRP's website that goes to the PG&E Share My Data login page.
2. Select the GUEST ACCESS tab.
3. Enter (1) the 11-digit Account Number from PG&E electricity bill and (2) the Phone Number on file with PG&E that is associated with the PG&E electric account.
   
   
   
   
4. A screen will appear that identifies the DRP(s) requesting access to 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.
5. Be sure to enter an email address at the bottom of the authorization screen. This is a required field.
6. Select the SUBMIT button to complete the authorization process. After selecting SUBMIT, you are returned to the DRP's website.

Example of the online 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.

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:

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.

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.

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

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.

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.

Rule 24 Click-Through Process Flow

This nine page file includes diagrams of the online and CISR-DRP Form offline authorization processes along with corresponding API data access processes.

Rule 24 Data Element API XML Mappings

This file includes 16 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.

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

XSDs

PG&E's implementation is compatible with the ESPI provided schema definitions found on GitHub. Specifically, our current implementation uses the following schema versions:

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).

CISR-DRP form Version 3.0

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).

Instructions for Completing CISR-DRP form Version 3.0

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.