1. Direct Participation Enrollment Process for 2017 DRAM
September 28, 2016

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

3. Preparation Work Become a registered Demand Response Provider (DRP)
With SDG&E – DRP Agreement
sample-forms
With California Public Utilities Commission (CPUC)
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:
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

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

5. CISR-DRP Form Process

6. 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

7. CISR-DRP Form
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;

8. 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
request for reprogramming by the 1st DRP, or
1st DRP’s registration including the residential customer

9. 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

10. 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 ed:
Direct 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

11. 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 communication for rejected CISR-DRP
Detailed reasons for rejection communicated to the DRP
As needed, phone discussion or follow-up with DRP

12. Manage Data Transfer

13. 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 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

14. Registration Review

15. 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