Direct Participation Enrollment Process for 2017 DRAM September 28, 2016

Agenda Preparation Work High Level Process Customer Information Service Request – Demand Response Provider (CISR-DRP) Form Process Data Transfer Registration Review

Preparation Work Become a registered Demand Response Provider (DRP) With SDG&E – DRP Agreement 144-0821 http://www.sdge.com/rates-regulations/current-and-effective-tariffs/electric-tariff-book- sample-forms With California Public Utilities Commission (CPUC) http://www.cpuc.ca.gov/General.aspx?id=6306 Become a registered SDG&E Green Button Connect My Data Third Party (automated data transfer via NAESB ESPI file format) DRP completes and submits application: https://www.sdge.com/webform/12616/green-button-connect Required components: Taxpayer Identification Number (TIN) Terms of Use Connectivity Testing Green Button Connect Third Party Guide provides the technical information along with sample files that will be provided

High Level Process CISR-DRP Form Completed form includes customer signature Average processing time: about 5 business days

CISR-DRP Form Process

Roles and Responsibilities Customers Complete, accurate, and verifiable customer Information Signature to acknowledge the terms and conditions of the entire form E-signature accepted in the appropriate sections Check appropriate boxes (authorize or revoke) Demand Response Providers (DRPs) Complete DRP information required, including signatures DRP’s obligation to ensure the customer has disenrolled from SDG&E’s event- based DR program before placing the customer service account in the registration for the same period (Electric Rule 32 C.2.d. Dual Participation) Registration submittal and maintenance San Diego Gas & Electric Review and validate the CISR-DRP forms Manage data transfer and communication with DRPs Review the CAISO registrations Automatically disenroll Critical Peaking Pricing customers from the applicable rates

CISR-DRP Form 144-0820 With the exception of “Title” for residential customers, all customer and DRP fields are mandatory. Processor uses discretion in the validation of the customer name and address; Signature of the representative with authority for commercial customers;

CISR-DRP Form 144-0820 (Conti.) Accurate service address, service city, and account number required Meter interval change authorization by the customer In case of reprogramming, SDG&E will act on the earlier date of Email request for reprogramming by the 1st DRP, or 1st DRP’s registration including the residential customer

CISR-DRP Form 144-0820 (Conti.) Timeframe of Authorization If the customer selects the 3rd option in C. Timeframe of Authorization, the customer signature is required for Section I. Customer Authorization to Allow DRP(s) to Revoke Authorization

Current CISR-DRP Processing Highly manual for the current Initial Implementation Stage Automation in progress for the Intermediate Implementation Stage Continue to maintain the manual submittal process CISR-DRP Form Scanned copies of CISR-DRP emailed: Direct email to SDG&E processing team, or Secure approach through Electronic Data Transfer (EDT) E-signatures along with authentication documents Revocation – Meter data access is stopped Revocation by the customer through CISR-DRP form Revocation by the DRP who are authorized by the customer through CISR-DRP form

CISR-DRP Rejection Handling Common Reasons for Rejection Service Account not found, finaled, or name not matched with owner; Missing the title for commercial customer signatory, requires company representative with authority to sign on behalf of company DRP contact information missing or not acceptable to SDG&E Duplicate CISR-DRP Forms Listing meter number instead of account number Account Number does not match address on file Secure email communication for rejected CISR-DRP Detailed reasons for rejection communicated to the DRP As needed, phone discussion or email follow-up with DRP

Manage Data Transfer

Manage Data Transfer Data Transfer Green Button Connect My Data One-time historical meter data, and daily meter interval data – billable interval data CISR-DRP Form Data through EDT email system Interval meter Unique UUID based on SDG&E’s account – the same for all customer authorized DRPs Frequency for updating as changes occur Triggers for updating – LSE change, finaled, account # changed, etc. Data flow cancellation notifications through Green Button

Registration Review

CAISO Market Registration Review Two CAISO Systems Demand Response System (DRS) Demand Response Registration System (DRRS) SDG&E acts as Load Serving Entity (LSE) and/or Utility Distribution Company (UDC) 10-days review window Review with Findings – high level explanation provided in the system Review without Findings – good to go SDG&E’s obligation to make sure dual participation rules are followed Have to meet the timing requirement of the dual participation rules Prefer to receive notification when registration is submitted by DRP for CAISO approval