Download ESFT - Pacific Gas and Electric Company

Rule 24 DRP/Aggregator
informational Workshop
December 2nd 2015
Agenda
Welcome and safety
Steve Debacker
9:00 am – 9:05 am
High Level overview
DRP Information request form
Brad Wetstone
9:05 am – 9:25 am
Implementing PG&E’s Share My Data
(SMD) Platform
Ryan Halsey
9:25 am - 10:05 am
Implementing ESFT (Electronic Secure
File transfer)
Dan Green
10:05 am -10:25 am
Break
10:25 am – 10:35 am
Completing and submitting a Customer
Information Service Request (CISR)
•Wet signature
•Electronic Signature
Steve
10:35 am – 11:05 am
Receiving and utilizing customer data
Data sent via SMD
Data sent via ESFT
Steve
11:05 am – 11:25 am
Questions and contact information
All
11:25 am – 12:00 pm
High Level Overview
DRP Set up
Brad Wetstone
December 2nd, 2015
DRP Completes the DRP
information request form
and returns to DRP
relations mailbox
(2.0)
Non Utility DRP
registers as a
standard user in
SMD
(5.0)
Initiate connectivity
with SMD
(6.0)
Notifies PGE Rule 24
of Completed SMD
setup
(6.3)
YES
END
DRP now able to
submit CISR-DRP
Forms
(7.0)
Contacts the ESFT
admin for set up in
ESFT system
(4.0)
SMD (PG&E)
Non Utility DRP
Rule 24 Set up Non Utility DRP
Does the DRP
connect with the
SMD system?
(6.1)
Works with DRP to
correct connectivity
issues
(6.2.)
Rule 24 (PG&E)
NO
Supplies the Non Utility DRP
with Information on how to
get started
(1.0)
Notifies ESFT group
that DRP will be
calling
(3.0)
NO
YES
ESFT (PG&E)
Start
Initiates connectivity
testing with DRP
ESFT
(4.1)
Does the DRP
Connect with
ESFT
(4.2)
NO
Works with DRP to
correct connectivity
issues
(4.3)
Pass all
connectivity
processes for
both SMD and
ESFT
(6.4)
YES
Send acknowledgment
email to DRP (Include
Rule 24 DRP ID)
(6.5)
Demand Response Provider/Aggregator
Information Request Form
This information request form is to be used to initiate the registration process by Demand Response
Providers (DRP) and Aggregators interested in providing Demand Response Service under Pacific Gas
and Electric Company’s (PG&E) Rule 24. Please provide responses to items 1-12 below and return the
form in electronic format (saved as a Word or pdf file) to [email protected]. For item 12, in the
event your company is supporting another or multiple DRPs for the provision of DR service under PG&E
Rule 24, you will need to identify how many other DRPs you are supporting. This information is
necessary so that PG&E assign the appropriate number of unique Rule 24 IDs to the supporting DRP for
purposes of Enterprise Secure File Transfer (ESFT) system set up.
Completion of this form is required prior to a DRP or Aggregator proceeding with Electronic Secure File
Transfer (ESFT) system set up.
Should you have any questions concerning this information request form, please contact Brad
Wetstone, PG&E’s Account Manager for the Demand Response Provider/Rule 24 program, at 415-9735599 or email [email protected]
Required Information
Company Name of DRP or
Aggregator
2. Company Address
3. Company City
4. Company State
5. Company Zip Code
6. Company Country
7. Company Telephone
8. Company Email Address
9. Company Contact Name
10. Contact Telephone
11. Contact Email Address
12. Will your company be
supporting another DRP (s)?
If yes enter the number of
other DRPs you will be
supporting
DRP/Aggregator Information
1.
Supporting____ DRP(s) under PG&E Rule 24
5
Share My Data
Overview
Ryan Halsey | Program Manager
December 2nd , 2015
The Background
PG&E developed Share My Data in response to a
challenge by the White House to utility companies
to provide customers with their energy usage
information in an easy-to-use format. This initiative,
originally called Green Button, makes your detailed
energy usage information available in a
standardized file format, and is intended to
empower customers by raising awareness of
energy usage and encourage companies to develop
new, innovative customer-focused applications.
The Circle of Data
The Program — What is it?
•
API platform that allows PG&E customers to share
their interval meter data and account information
with a third party.
•
There are no restrictions as to meter type.
•
Offers electric & gas interval usage data, billing
data, and account PII.
•
Historic data is available, as is daily usage data on
an ongoing, subscription basis.
The Platform — How does it work?
•
Share My Data implementation follows the national
Energy Service Provider Interface Standard, also
known as ESPI.
•
The ESPI standard was developed and adopted to
ensure consistency in the data provided to third
parties by utilities across the nation.
•
The ESPI standard prescribes the technical
framework for delivering functionality around
customer authorization, data exchange and the
format of the authorized data that is exchanged.
The Platform — How does it work?
•
Authorization: OAuth 2.0 is implemented for
customer to 3rd party authorization.
•
Data Exchange: Restful APIs are utilized for
exchange of data.
•
•
Note: Per ESPI Security requirements, APIs are over 2way SSL using SHA-2 certificates.
Data Format: Atom (XML language) formatting of
the data that is exchanged.
The Data – What’s Provided?
•
•
•
•
•
•
•
•
•
Account Identifiers
Commodity Type (Gas or Electric)
Date
Time
Usage Hour
Interval Number
Interval Length (15 vs 60 min)
Daylight Savings Flag
Direction of Energy (NEM/Solar)
•
•
•
•
•
•
•
•
•
Billing History
Demand
Unit of Measure (Interval vs Summary)
Usage Value (Wh)
Unique SA UUID
Interval Billed Flag
Quality of Reading (interval)
Usage Summary (duration, start)
Quality of Reading (usage summary)
**Note: This is a summary and not intended to represent a comprehensive list of data elements
13
Registering for Share My Data
Process and Technical Overview
The Process – How do I register?
Step 1: Do Your Homework
You’ll need some important information before you
register, so please gather the following ahead of
time:
•
Tax ID - Your9-digit U.S. Employer Identification
Number (EIN)
•
Business & Technical Contact information
•
OAuth 2.0 and Data Access/Notification URIs –
Functional URI’s preferred, but placeholders will work.
•
Valid SSL Certificate - You’ll need this to complete
registration. All certificates must be 2048 bit, SHA-2
certificates.
The Process – How do I register?
Step 2: Do More Homework
We highly recommend studying the following
resources:
From greenbuttondata.org:
•
Green Button Implementation Agreement
•
ESPI OAuth 2.0 Sequence Diagram
•
Green Button Data Software Development Kit
PG&E Developed Software Development Kits
•
Available in Python and Javascript
The Process – How do I register?
Step 3: Register for Access
The Share My Data registration process allows you to identify
yourself to PG&E as a company that would like to access
customer-authorized data and set up access to our APIs.
Register at sharemydata.pge.com
• Review and Submit Your Registration
• Confirm Your Email Address
• Submit Your SSL Certificate
The Process – How do I register?
Step 4: Complete Testing
The purpose of testing is to verify that you are able to connect to
our systems. Once we have your SSL certificate, we will send
you an email with your credentials and instructions to begin
testing.
There are three tests that must be completed before customers can
release their data to you:
• API Connectivity Test
• OAuth 2.0 Test
• Application Information Resource Request
**Note: You will have 90 days to complete testing. If you do not complete testing
within 90 days, you will need to re-register.
ESFT
Overview
Dan Green
December 2nd, 2015
Setting up Electronic Secure File
Transfer (ESFT)
 What is ESFT?
 History of Axway application at PG&E
 How do I use ESFT for file transfers? (Manual
and Automated)
 Demo ESFT using a browser and Secure Shell
Client WinSCP
 Dos and don’ts when using the transfer system
 What do I need to install to connect to PG&E
ESFT?
 What is in the ESFT User Guide?

Do not use email to deliver customer specific
information
19
CISR Form
Overview
Steve Debacker
December 2nd , 2015
Submitting a CISR-DRP
PG&E must get a copy of the completed and signed CISR-DRP form.
CISR-DRP with wet signatures or a scan of wet signatures:
1. DRP works with customer to complete the CISR-DRP and gets a copy of the
completed CISR to the customer.
2. The customer ink signs the paper CISR-DRP and sends it to the DRP.
3. The DRP obtains a paper copy of the completed customer signed CISR-DRP.
4. The DRP(s) ink sign the completed customer signed form.
5. The DRP scans the completed customer and DRP signed form. Format must be
pdf.
6. The DRP posts the scanned image to PG&E’s ESFT.
CISR-DRP with electronic signatures:
1. DRP works with customer to complete the CISR.
2. The customer electronically signs the form.
3. The DRP(s) electronically sign the completed customer e-signed form.
4. The DRP posts the e-signed form to PG&E’s ESFT. Format must be pdf.
NOTE: The e-signed CISR-DRP must allow PG&E to interrogate the electronic
signatures and to validate that the document has not been altered.
CISR-DRP Form
CISR-DRP Form, Cont.
Sample Bill
24
Sample Bill, Cont.
25
Receiving and utilizing
customer data
Overview
Steve Debacker
December 2nd , 2015
Data flow
Data FlowsTransmitted
Item
From
To
ESFT
DRP
PG&E
Historical and Ongoing
monthly usage quantities
SMD API
PG&E
DRP
Historical and Ongoing
interval usage data
SMD API
PG&E
DRP
Other Rule 24 data
(Sublap, DR programs,
etc.)
ESFT
PG&E
DRP
Uses folder “PG&E
to Vendor”
Exceptions to submitted
CISR
ESFT
PG&E
DRP
Uses folder “PG&E
to Vendor”
Completed CISR from
DRP to PG&E
Notes
Uses folder
“Vendor to PG&E”
Do not send customer information to PG&E via e-mail.
SMD – What’s Provided?
•
•
•
•
•
•
•
•
•
Account Identifiers
Commodity Type (Gas or Electric)
Date
Time
Usage Hour
Interval Number
Interval Length (15 vs 60 min)
Daylight Savings Flag
Direction of Energy (NEM/Solar)
•
•
•
•
•
•
•
•
•
Billing History
Demand
Unit of Measure (Interval vs Summary)
Usage Value (Wh)
Unique SA UUID
Interval Billed Flag
Quality of Reading (interval)
Usage Summary (duration, start)
Quality of Reading (usage summary)
**Note: This is a summary and not intended to represent a comprehensive list of data elements
ESFT Folders
A DRP named ABC Company has been assigned by
PG&E a Rule 24 ID = 10
Data Elements Sent ESFT
General
DR Programs
CISR_Docket(K)
CISR_SA_ID
CURRENT_SA_ID
UUID
Customer_Name
Service_Address
Service_City
Service_State
Service_Zip
Sublap_Name
Pnode
Electric_Rate_Schedule
Customer_LSE_Company_Name
Customer_MDMA_Company_Name
Customer_MSP_Company_Name
Meter_Number
Meter_Type
Data_interval_Collected
Cust_Meter_Read_Cycle
Cust_Service_Voltage_Class
Cust_DR_Program
Cust_DR_Program_Status
Cust_DR_Program_Enrollment_Date
Cust_DR_Program_De-Enrollment_Date
Cust_DR_Program_Term_Date_Regardless_Financial
Cust_DR_Program_Term_Date_Without_Financial
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Data File Sent ESFT
Comma separated values (CSV)
no quotes on header
quotes on data elements
Utility Unique Identifier (UUID).
This is the value used as Service Account Number (SAN) in
CAISO DRRS. Must have the leading UPGE_____.
Data File Details
1 meter and 2 DR programs = 2 rows
2 meters and 2 DR programs = 4 rows
Contact information
Share My Data: www.pge.com/sharemydata
or [email protected]
ESFT : [email protected]
CISR DRP form or DRP information request :
[email protected]
DRAM website: www.pge.com/dram
33
Questions/Next step
?????
34
Appendices
ESFT Set up/User Guide
DRP information request form
Current DRP Service Agreement
(Subject to change) only used when
serving PG&E bundled customers.