14 1158 ELEC FORMS 79

User Manual: 1158

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Pacific Gas and Electric Company
San Francisco, California
U 39
Revised Cal. P.U.C. Sheet No. 35264-E
Cancelling Original Cal. P.U.C. Sheet No. 34252-E
ELECTRIC SAMPLE FORM 79-1158 Sheet 1
ELECTRIC VEHICLE SUBMETERING METER DATA MANAGEMENT AGENT
(MDMA) REGISTRATION AGREEMENT
Advice Letter No: 4606-E Issued by Date Filed March 26, 2015
Decision No. Steven Malnight Effective March 26, 2015
Senior Vice President Resolution No.
1C5 Regulatory Affairs
Please Refer to Attached
Sample Form
(N)
(N)
Automated Document- Preliminary Statement Part A Page 1 of 6
Form 79-1158
Advice 4606-E
March 2015
EV Submeter Pilot Phase 1
Submeter MDMA Registration Agreement
ELECTRIC VEHICLE SUBMETERING
METER DATA MANAGEMENT AGENT
(MDMA) REGISTRATION AGREEMENT
Automated Document- Preliminary Statement Part A Page 2 of 6
Form 79-1158
Advice 4606-E
March 2015
I. INSTRUCTIONS FOR QUALIFYING AS A SUBMETER METER DATA MANAGEMENT
AGENT
A. BACKGROUND
On November 19, 2013, the California Public Utilities Commission (Commission or
CPUC) issued Decision (D.) 13-11-002 modifying the PEV Submetering Protocol
requirements set forth in D. 11-07-029 by adopting the Commission Energy Division (ED)
Staff’s Plug-In Electric Vehicle Submetering Roadmap for a two-phase pilot. Ordering
Paragraph 2 of D.13-11-002 requires the investor-owned utilities (IOUs) to submit a Tier
2 Advice Letter that includes the metering requirements provided by the ED to the IOUs,
draft versions of the data format template, the Submeter Meter Data Management Agent
(MDMA) registration Agreement, the customer enrollment Agreement, and MDMA
Service Requirements.
All Submeter MDMAs must submit a Notice of Participation to the Commission’s Energy
Division by July 11, 2014 to participate in the pilot. Submeter MDMAs must indicate the
following in the Notice of Participation: (1) the number of submeters associated with
customers that have agreed to participate as of the date they submit the Notice and (2)
the total number of submeters that they plan to enroll. The Notice of Participation is
embedded within the Submeter MDMA Registration Agreement. Phase 1 of the Pilot
ends after 12 billing cycles for a customer participant and no later than August 31, 2016.
The Commission may require that potential Submeter MDMAs comply with certain
Energy Division standards in experience, education and training to perform the functions
of a Submeter MDMA. These functions and associated requirements are described in
detail in the Phase One Performance Standards for Metering and Meter Data Agents
Participating in California’s Electric Vehicle Submetering Pilot (Performance Standards),
approved by the Commission in Resolution E-4651 and attached hereto as Attachment 1
B. REGISTRATION AGREEMENT
An entity desiring to act as a Submeter MDMA must complete the attached registration
Agreement and submit it to the ED.
The ED will review the submitted documentation, determine if the prospective Submeter
MDMA’s standards meet the requirements established by the Commission, and notify the
Submeter MDMA whether its request is approved via e-mail. The ED will make
reasonable efforts to review the documentation and respond to the Submeter MDMA
request within ten business days. Missing documentation may require the prospective
Submeter MDMAs to resubmit that portion of the application and restart the ten-day
review process.
C. REQUIREMENTS
1. Entities seeking to offer Submeter MDMA services for an electric vehicle (EV)
submeter must submit a Submeter MDMA Registration Agreement to the ED.
Approval to act as a Submeter MDMA will be granted to Submeter MDMAs that
satisfy the requirements established in the MDMA Performance Standards document.
2. The determination is based on the ED’s review of the Submeter MDMA’s written
application, completed documents, and the ability to meet PG&E’s EV Submeter Pilot
Phase 1 Data Reporting and Transfer Requirements (Data Exchange Requirements),
attached hereto as Attachment 2.
ELECTRIC VEHICLE SUBMETERING METER
DATA MANAGEMENT AGENT (MDMA)
REGISTRATION AGREEMENT
Automated Document- Preliminary Statement Part A Page 3 of 6
Form 79-1158
Advice 4606-E
March 2015
3. Upon receipt of the Submeter MDMA’s Registration Agreement, PG&E will
electronically forward a copy of its data exchange requirements to the Submeter
MDMA.The Submeter MDMA’s are allowed ten days to report a customer drop out or
change of address to the IOUs.
4. The Submeter MDMAs must notify Energy Division and all IOUs in which they are
providing services in the event that they terminate service prior to the end of the Pilot
Term.
D. SUBMETER MDMA REGISTRATION PROCESS
1. Submeter MDMA submits Registration Agreement to Adam Langton
(adam.langton@cpuc.ca.gov) or Noel Crisostomo (noel.crisostomo@cpuc.ca.gov) of
the CPUC’s Energy Division by July 11, 2014. Reasonable efforts will be made to
acknowledge receipt of the Registration Agreement within ten business days of
receipt. The Energy Division may request additional information, as needed, to
approve the MDMA’s registration request for this phase of the Pilot.
2. Submeter MDMA receives final approval, may submit Customer Enrollment
Agreements to PG&E starting September 1, 2014.
3. Submeter MDMAs shall enroll submeters on a first-come, first-served basis subject to
Exclusivity Period and Enrollment Cap.
E. ENROLLMENT REPORTING
1. Submeter MDMAs must report the balance of unenrolled customers to PG&E that will
be available for enrollment during the Exclusivity Period on Friday of each week until
450 customers have been enrolled, in which case, Submeter MDMA must submit
daily updates.
2. PG&E will notify Submeter MDMAs of remaining spaces available via email by
Wednesday of the following week.
3. Beginning at the fourth month Submeter MDMAs are able to enroll additional
submeters on a first-come, first-served basis, reporting enrollments to PG&E daily.
F. SUBMETER TESTING AND CALIBRATION
Submeter MDMAs are not required to provide compliance and testing data to the IOUs if
they have otherwise complied with the application process and demonstrated consistency
with the Performance Standards for Metering and MDMAs. The Third Party Evaluator
retained by the IOUs may randomly field test no more than five percent of the submeters
for accuracy. By virtue of a customer’s enrollment with submeter service by the IOU, the
Independent Evaluator and Submeter MDMAs may obtain access from their participants
for testing and calibration, if selected as part of the evaluation.
G. SUBMETER SAFETY REQUIREMENTS
Any Electric Vehicle Supply Equipment (EVSE), EVSE with embedded submeter, and/or
stand-alone submeter installed prior to the Pilot must be certified by an Occupational
Safety & Health Administration (OSHA)-approved Nationally Recognized Testing
Laboratory (NRTL). Any EVSE, EVSE with embedded submeter, stand-alone submeter,
and related PEV charging circuits, must have been installed by a person or entity with a
general electrical contractor’s license issued by the California Contractors State License
Board and must have obtained any required inspection and approval by the local
ELECTRIC VEHICLE SUBMETERING METER
DATA MANAGEMENT AGENT (MDMA)
REGISTRATION AGREEMENT
Automated Document- Preliminary Statement Part A Page 4 of 6
Form 79-1158
Advice 4606-E
March 2015
Authority Having Jurisdiction (AHJ). The OSHA-approved list of NRTLs is maintained at:
https://www.osha.gov/dts/otpca/nrtl/.
Any EVSE, EVSE with embedded submeter, and/or stand-alone submeter installed as
part of the Pilot must be Underwriters Laboratories (UL)-certified or meet PG&E safety
standards. Any EVSE, EVSE with embedded submeter, stand-alone submeter and
related PEV charging circuits must be installed by a person or entity with a general
electrical contractor’s license issued by the California Contractors State License Board
and must obtain any required inspection and approval by the local AHJ.
H. DATA FORMAT
Submeter MDMA must satisfy PG&E’s EV Submetering Pilot Phase 1 Data Reporting
and Transfer Requirements, attached hereto as Attachment 2.
I. FORMAT TESTING
After PG&E receives the completed qualification documentation, the Submeter MDMA
may contact PG&E to schedule the format acceptance test to ensure it can produce a
secure data file that satisfies PG&E’s Data Exchange Requirements. To schedule the
test, please contact the EV Submetering Pilot Program Manager at PG&E.
J. SECURITY AND CONFIDENTIALITY
Submeter MDMA must comply with Data security and confidentiality requirements
specified in the CPUC’s Privacy Rules and PG&E’s Electric Rule 27 (Privacy and
Security Protections for Energy Usage Data). The Submeter MDMA’s access to, use,
and disclosure of customer-specific energy usage and billing data is subject to the prior,
express written consent of the participating customer and the sole responsibility of the
Submeter MDMA.
K. VEE PERFORMANCE STANDARDS
For the purposes of Phase 1 of the submetering pilot, the usage measured at the EV
submeter will be used to allocate energy usage between a primary load and an electric
vehicle. PG&E will accept the Submeter MDMA’s data as being “valid” or VEE’d and bill
both the EV and primary accounts accordingly. For purposes of Phase 1 of the pilot only,
the Submeter MDMA is not required to satisfy the “Standards for Validating, Editing, and
Estimating Monthly and Interval Data for Monthly and Interval Data” contained in “VEE-
Attachment of the Direct Access Standards for Metering and Meter Data”.
L. SUBMETER MDMA TERMINATION
PG&E will notify Submeter MDMA in the event it fails to timely meet performance
requirements for two consecutive billing periods. Absent corrective actions, if Submeter
MDMA fails to timely meet performance requirements for a third consecutive month,
PG&E may petition Energy Division to terminate pilot participation by Submeter MDMA
and its customers.
M. JURISDICTION
This agreement at all times shall be subject to such modifications as the Commission
may direct from time to time in the exercise of its jurisdiction.
ELECTRIC VEHICLE SUBMETERING METER
DATA MANAGEMENT AGENT (MDMA)
REGISTRATION AGREEMENT
Automated Document- Preliminary Statement Part A Page 5 of 6
Form 79-1158
Advice 4606-E
March 2015
N. INDEMNIFICATION
I, Submeter MDMA, hereby release, hold harmless, and indemnify PG&E from any
liability, claims, demands, causes of action, damages, or expenses resulting from my
participation in the submetering pilot under this Registration Agreement, including but not
limited to the use of customer information obtained pursuant to the prior express, written
consent of customers participating in the pilot, and from the taking of any action, including
changes in services or rates of customers participating in the pilot, pursuant to this
Registration Agreement, and provided such Utility action is consistent with applicable
CPUC orders, tariffs and regulations.
[This Agreement must be signed by someone who has authority to financially
bind the Submeter MDMA]
Signature of Authorized Agent of Company
Submeter MDMA Company Name
Name of Authorized Agent of Company (Print)
Executed on (Date)
Phone Number
City and State Where Executed
ELECTRIC VEHICLE SUBMETERING METER
DATA MANAGEMENT AGENT (MDMA)
REGISTRATION AGREEMENT
Automated Document- Preliminary Statement Part A Page 6 of 6
Form 79-1158
Advice 4606-E
March 2015
2. 0 SUBMETER MDMA REGISTRATION AGREEMENT
A completed and approved Submeter MDMA Registration Agreement must be submitted by
any entity desiring to participate as a Submeter MDMA in the Phase 1 Submetering pilot.
PG&E will use reasonable efforts to acknowledge receipt of the Registration Agreement,
request any necessary additional information, and provide information on the required
Acceptance Test with sample data, contact names, and procedures, within ten business
days of receipt of the Registration Agreement.
MDMAs will have a temporary right to a number of customers within each IOU territory in
which they plan to participate. During this three month “Exclusivity Period” each MDMA will
have “Exclusivity Rights” to a number of submeters that will be determined by dividing the
500 maximum submeter enrollments by the number of Submeter MDMAs. Submeter
MDMAs must report the balance of unenrolled customers to PG&E that will be available for
enrollment during the Exclusivity Period on Friday of each week until 450 customers have
been enrolled, in which case, Submeter MDMA must submit daily updates. Beginning at
the fourth month Submeter MDMAs are able to enroll additional submeters on a first-come,
first-served basis, reporting enrollments to PG&E daily.
This registration is for Phase 1 only and expires on August 31, 2016
Submeter MDMA NAME
Contact Person
Address:
Title
City, State, ZIP
Phone Number
Address
Email Address
Submeter MDMA’s DUNNS Number
Total Submeter installations will be broken down as follows:
Residential:
Non-NEM
+ NEM
= Subtotal
+
+
+
Commercial:
Non-NEM
+ NEM
= Subtotal
=
=
=
Subtotal
Subtotal
= Total
ELECTRIC VEHICLE SUBMETERING METER
DATA MANAGEMENT AGENT (MDMA)
REGISTRATION AGREEMENT
Automated Document- Preliminary Statement Part A Page 1 of 6
Form 79-1158, Attachment 1
Advice 4606-E
March 2015
Attachment 1
EV Submeter Pilot Phase 1
PERFORMANCE STANDARDS FOR
METERING AND METER DATA MANAGEMENT AGENTS
ELECTRIC VEHICLE SUBMETERING METER
DATA MANAGEMENT AGENT (MDMA)
REGISTRATION AGREEMENT
Automated Document- Preliminary Statement Part A Page 2 of 6
Form 79-1158, Attachment 1
Advice 4606-E
March 2015
I. STANDARDS FOR EV SUBMETERING
A. Physical Location
1. Location. The submeter must be located at any fixed point between the primary
utility electric meter and the electric vehicle supply equipment (EVSE) coupler.
Any EVSE containing an embedded submeter must indicate that it contains a
metering device.
2. Identification. A submeter must be labelled with a unique serial number for
identification.
3. Security. A meter system shall be designed and constructed so that metrology
components are adequately protected from environmental conditions likely to be
detrimental to accuracy. Components shall be designed to prevent unauthorized
access to adjustment mechanisms and terminal blocks by providing for
application of a physical security seal or an Audit Trail.
4. Security from Tampering. During Phase 1 of the submetering pilot, no sealing
requirements will be placed on the submeter, regardless of whether remote
configuration is feasible. The Submeter Meter Data Management Agent and/or
EVSPs should document how they physically prevent submeters from tampering.
No means shall be provided by which any measured electricity can be diverted
from the measuring device.
B. Accuracy and Measurement
1. Accuracy. The submeter must maintain accuracy of +/- 5% during the first
Phase of the pilot. The term ‘accuracy’ is equivalent to the same term used in the
ANSI C-12 standard. Submeter MDMA is responsible for describing how they
comply with this accuracy requirement prior to pilot installation.
2. Interval of Measurement. The submeter shall have the capability to measure
energy consumption in time intervals equal to the interval used by PG&E, but
submeters are not required to measure energy consumption in intervals smaller
than 15 minutes. A Submeter MDMA has the option to measure in less than 15-
minute time periods if they choose to do so. Regardless of the submeter’s
measurement interval, the Submeter MDMA must report energy consumption
data in time intervals consistent with those used by PG&E.
ELECTRIC VEHICLE SUBMETERING METER
DATA MANAGEMENT AGENT (MDMA)
REGISTRATION AGREEMENT
Automated Document- Preliminary Statement Part A Page 3 of 6
Form 79-1158, Attachment 1
Advice 4606-E
March 2015
3. Standard Time Synchronization. The submeter shall be synchronized to the
same time used by utility meters in order to maintain billing consistency with
measurements from the primary utility meter. The submeter’s time should be
synchronized to the United States time standard as defined by the National
Institute of Standards and Technology or within three minutes of the time used by
PG&E.
4. Unit of Measurement. The submeter must measure electricity data to the
nearest Watt-hour (Wh) for each time interval and must be time-stamped to
indicate the time/date of the energy consumption.
5. Submeter and MDMA Storage of Data. The device memory should retain
information on the quantity of electricity consumed during a loss of external
power. Values indicated or stored in memory shall not be affected by electrical,
mechanical or temperature variations, radio-frequency interference, power
failure, or any other environmental influences to the extent that accuracy is
impaired per UL 2594. Memory shall be nonvolatile or backed up in a network.
6. Utility Storage of Data. Watt-hour data accumulated and indicated shall be
retained by PG&E consistent with the same data storage requirements applicable
to customer billing data.
C. Safety
1. Any Electric Vehicle Supply Equipment (EVSE), EVSE with embedded submeter,
and/or stand-alone submeter installed prior to the Pilot must be certified by an
Occupational Safety & Health Administration (OSHA)-approved Nationally
Recognized Testing Laboratory (NRTL). Any EVSE, EVSE with embedded
submeter, stand-alone submeter, and related PEV charging circuits, must have
been installed by a person or entity with a general electrical contractor’s license
issued by the California Contractors State License Board and must have
obtained any required inspection and approval by the local Authority Having
Jurisdiction (AHJ). The OSHA-approved list of NRTLs is maintained at:
https://www.osha.gov/dts/otpca/nrtl/.
2. Any EVSE, EVSE with embedded submeter, and/or stand-alone submeter
installed as part of the Pilot must be Underwriters Laboratories (UL)-certified or
meet PG&E safety standards. Any EVSE, EVSE with embedded submeter,
stand-alone submeter and related PEV charging circuits must be installed by a
person or entity with a general electrical contractor’s license issued by the
California Contractors State License Board and must obtain any required
inspection and approval by the local AHJ.
ELECTRIC VEHICLE SUBMETERING METER
DATA MANAGEMENT AGENT (MDMA)
REGISTRATION AGREEMENT
Automated Document- Preliminary Statement Part A Page 4 of 6
Form 79-1158, Attachment 1
Advice 4606-E
March 2015
D. Informing Customers about Submeter Data
1. MDMA Responsibilities. There is no requirement for the submeter device to
visually display data. Customers should be informed of this requirement by the
EVSP or Submeter MDMA. MDMAs must make data available to customers
through a web-based or mobile phone application and by request
2. Utility Responsibilities. Utilities are required to report submeter data through
the customer’s monthly bill. PG&E is not required to report this usage data
through their customer web tools. A utility may opt to report data to customers
online
3. Terms Subject to Modification after Pilot Term. Customers should be
informed that the pilot is temporary and that the requirements may change after
the end of the first pilot phase.
E. Transfer of Submeter Data from Submeter MDMAs to Utilities
1. Customer Submeter and Account Identification. The MDMA must
communicate the submeter serial number to the customer’s utility as part of the
customer enrollment in submetering services. This serial number shall be
included in the monthly data communication in order to associate the submeter
with the correct customer account.
2. Minimum Transfer Requirement. Utilities shall implement a simple means of
receiving data that allows any qualified EVSP or Submeter MDMA to submit data
to PG&E. Each utility shall make available a standard format for the MDMA to
submit meter data via electronic spreadsheet. The form should allow the
Submeter MDMA to submit all of its data through a single spreadsheet to the
appropriate utility contact. The MDMA’s should submit the data via the Internet in
a secured /encrypted manner.
3. Alternative Transfer Option. Utilities are encouraged to explore additional
meter transfer protocols that involve the use of ‘Green Button’ elements or other
data transfer protocols that allow PG&E to efficiently receive data from the
Submeter MDMA. These options may be offered to EVSPs as an alternative to
the basic spreadsheet submission option, but cannot be required as the only data
transfer method.
4. Transfer Deadlines. Submeter MDMAs s must report data for a given billing
period no later than three business days after the end of the billing period.
Utilities should provide advance communication of these monthly deadlines to
the Submeter MDMA to the extent that billing periods are known prior to the start
of the Pilot Terms.
ELECTRIC VEHICLE SUBMETERING METER
DATA MANAGEMENT AGENT (MDMA)
REGISTRATION AGREEMENT
Automated Document- Preliminary Statement Part A Page 5 of 6
Form 79-1158, Attachment 1
Advice 4606-E
March 2015
5. Transfer Testing. Submeter MDMA must demonstrate ability to transfer a test
meter data file, which can be successfully processed for subtractive billing by
PG&E. The Transfer Testing may use the Minimum Transfer Requirement or the
Alternative Transfer Requirement if offered by PG&E. Data transfer testing shall
only be required during the MDMA registration process and thereafter as
necessary.
6. Process Updates. Utilities may make periodic changes to the standard format
for the MDMA to submit meter data. Submeter MDMAs may be required, at their
cost, to make modifications and perform additional testing of their systems to
support any changes required by the Utilities.
F. SUBMETER MDMA QUALIFICATION
Entities seeking to offer Submeter MDMA services for an electric vehicle (EV) submeter
shall be required to submit a Submeter MDMA Registration Agreement if EVSP or entity
seeks to offer such services. For Phase 1, the written request shall include the following
information: name of the person or entity; business address and telephone number;
intervals by which the EV submeter usage is measured, number of participants by
customer class, utility service territory, whether the primary account is billed under a
netting arrangement and all other data requirement found in the MDMA Registration form.
Submeter MDMAs are required to register with the CPUC in order to participate in the
Utilities’ EV submetering programs. Upon receipt of the request, the CPUC’s Energy
Division (ED) shall be required to review the entities registration requirements. If the ED
states that the proposed Submeter MDMA’s educational and training requirements are
sufficient, then the Submeter MDMA may begin offering Submeter MDMA services so
long as it meets all the Submeter MDMA-related requirements.
G. SUBMETER MDMA VEE PERFORMANCE STANDARDS
1. Meet requirements established in the “EV Submeter Pilot Data Reporting and
Transfer Requirements” (Attachment 2)
2. For the purposes of Phase 1 of the CPUC’s EV “single customer of record”
submetering pilot, the usage measured at the EV submeter will be used to
allocate energy usage between a primary load and an electric vehicle. PG&E will
accept the Submeter MDMA’s data as being “valid” and bill both EV and primary
accounts accordingly.
3. The Submeter MDMA must provide all of its EV submeter data to PG&E within 3
business days of PG&E’s regularly scheduled meter read date. Any submetered
data submitted after 5:00 pm Pacific Time of the third business day will not be
incorporated into the customer’s bill. If data is not received for any submeter
billed interval within this timeframe, that interval will be considered as “zero” by
PG&E when calculating the primary and EV submeter monthly bills. The 3
business day standard may be met by providing submeter data throughout the
course of the month (e.g. on a weekly basis) if desired.
ELECTRIC VEHICLE SUBMETERING METER
DATA MANAGEMENT AGENT (MDMA)
REGISTRATION AGREEMENT
Automated Document- Preliminary Statement Part A Page 6 of 6
Form 79-1158, Attachment 1
Advice 4606-E
March 2015
H. METER SYSTEM TESTING
An independent third party evaluator (3PE) will be allowed to field test up to five percent
of the EV submeters within each of the utilities service territories for each phase of the
EV pilot to evaluate the accuracy of the overall metering system at a customer site. The
3PE shall be allowed to select which EV meters to test, and the Submeter MDMA and its
customers’ shall provide the necessary access and assistance to facilitate such testing.
The submeter MDMA’s will propose methodologies for testing and calibration for IOU
review, consent, and subsequent implementation.
Submeter Manufacturer Certification & Accuracy: EVSE providers shall provide the
respective utilities with documentation of their compliance with the “EV Submeter Pilot
Phase 1 Performance Standards for Metering and Meter Data Management Agents” in
general and the results of accuracy testing specifically for each submeter by serial
number.
ELECTRIC VEHICLE SUBMETERING METER
DATA MANAGEMENT AGENT (MDMA)
REGISTRATION AGREEMENT
Automated Document- Preliminary Statement Part A Page 1 of 7
Form 79-1158, Attachment 2
Advice 4606-E
March 2015
Attachment 2
EV Submeter Pilot Phase 1
Data Reporting and Transfer Requirements
IOU & MDMA Suggested Updates
I. INTRODUCTION
This document is intended to describe the data format and data transfer processes necessary for
a Submeter Meter Data Management Agent (MDMA) participating in Phase 1 of the CPUC
ordered Electric Vehicle (EV) Submetering Pilot (Pilot). Submeter MDMAs are expected to meet
certain performance standards in the EV Submetering Pilot1, including transferring submeter data
to the California Investor Owned Utilities (IOUs) for the purpose of Subtractive Billing. This
document provides information on EV Submeter data formats and transfer methods to be used in
the Pilot.
Submeter MDMAs are expected to transfer Submeter Data to the Utilities using one of two
methods: Either the Minimal Transfer Requirement, or the Alternative Transfer Option. The
Utilities my offer the alternative option, but it may not be required of Submeter MDMA for the
Pilot. Details to implement the Minimal Transfer Requirement are the focus of this document.
Additional Submeter MDMA activities are beyond the scope of this document, such as the
process for a Submeter MDMA to register with an IOU and to signup customers for the Electric
Vehicle Submetering Pilot. These additional activities are referenced herein, but the details are
outside of the scope of this document.
II. TERMS AND DEFINITIONS
CSV – Comma Separated Values. The spreadsheet file format used in the Minimal Transfer
Requirement. It is also a format used for Green Button subscription files.
DUNS number - Data Universal Numbering System. A nine digit number assigned by Dun &
Bradstreet unique to a single business entity.
NAESB - North American Energy Standards Board. NAESB is the standards organization that
created the ESPI standard, which is used by Green Button.
UTC Time - Coordinated Universal Time (UTC). A signed positive 64 bit integer value
representing the number of seconds from midnight Jan 1, 1970, in UTC, not counting leap second
corrections to UTC (35 seconds through 2012). So 5:00 PM EDT on September 22, 2013, has a
UTC Time value of 1379883600”)
1 See: Phase One Performance Standards For Metering And Meter Data Agents Participating In California’s
Electric Vehicle Submetering Pilot
ELECTRIC VEHICLE SUBMETERING METER
DATA MANAGEMENT AGENT (MDMA)
REGISTRATION AGREEMENT
Automated Document- Preliminary Statement Part A Page 2 of 7
Form 79-1158, Attachment 2
Advice 4606-E
March 2015
UUID - Universally Unique Identifier. UUID is used to identify entities such as Customer and
Submeter MDMAs.
III. DATA FORMATS
This section describes the data file formats to be used in the Pilot. The two data formats
available for this pilot are a Spreadsheet file format or the Green Button XML format. The
spreadsheet format is for the Minimal Transfer Requirement.
A. Minimal Transfer Requirement
The spreadsheet data file format and name conventions are described below.
1. Spreadsheet Data Format
The Spreadsheet format is a simplified derivation of the Green Button XML format. The
spreadsheet format allows Submeter MDMAs to transfer in one file EV Submeter data for
multiple submeters and multiple days. The spreadsheet includes field headers with the
following titles and meeting. The spreadsheet shall be transmitted in CSV file format.
Field Title
Field Description
Customer
UUID
Assigned by IOU after a Registered Submeter MDMA completes
the Customer enrollment with the IOU.
Interval
Duration
Duration of data interval for the Read Quantity represented in
seconds. Interval Duration is either “0900” for 15 minute
intervals or “3600” for 60 minute intervals. Interval Duration is
specified by the IOU based on the Primary Meter’s unit of
measure and/or the IOU’s Subtractive Billing processes.
Read Date &
Time
Date & Time for the start (beginning) of the data interval. Read
Date & Time is expected to be at the top of the hour for 60
minute intervals (e.g., UTC Time equivalent of 10:00 am, 11:00
am, ), or on the quarter hour for 15 minute intervals (e.g., UTC
Time equivalent of 10:15 am, 10:30 am, 10:45 am, 11:00 am).
A read Date & Time record is required for every interval every
day, even when the Read Quantity is zero. (Formatted UTC
Time, see terms and definitions )
Read Quantity
Interval value in Watt hours. (Formatted Decimal 12/6 with zero
padding on the right, and none on the left)
Date
Processed
Date the data was loaded into the spreadsheet by Submeter
MDMA. (Formatted UTC Time, see terms and definitions )
ELECTRIC VEHICLE SUBMETERING METER
DATA MANAGEMENT AGENT (MDMA)
REGISTRATION AGREEMENT
Automated Document- Preliminary Statement Part A Page 3 of 7
Form 79-1158, Attachment 2
Advice 4606-E
March 2015
Below is an example of the spreadsheet file: (UTC Seconds in the example represent UTC
Time)
2. Spreadsheet File Minimum Data Transfer Requirements
To facilitate data processing and possible data troubleshooting, minimum data transfer
requirement are defined.
1. No partial day data will be processed by the IOU.
a. Spreadsheet files shall contain a minimum of 24 hours of interval data.
(e.g., 96 consecutive intervals assuming 15 minute intervals, or 24
consecutive intervals assuming 60 minute intervals.)
b. Spreadsheet files shall contain a read Date & Time record for every
interval, even when the interval’s Read Quantity is a zero or a missing
value.
c. Missing values shall be represented with a zero values.
d. SCE and SDG&E expect 96 consecutive intervals in a day; PG&E
expects 24 consecutive intervals in a day for Residential submeters and
96 consecutive intervals in a day for Commercial & Industrial submeters.
2. IOUs recommend daily file transfers.
a. Daily file transfers may contain Date & Time records for multiple days.
b. Daily file transfers containing Date & Time records for multiple days,
shall contain all expected consecutive intervals (e.g., no missing
intervals or gaps in intervals)
c. Daily file transfers may contain repeated or corrected Date & Time
records. IOU will use the most recently received and processed interval
record(s), when billing the submeter data. IOU may not correct Date &
Time records for intervals previously billed.
ELECTRIC VEHICLE SUBMETERING METER
DATA MANAGEMENT AGENT (MDMA)
REGISTRATION AGREEMENT
Automated Document- Preliminary Statement Part A Page 4 of 7
Form 79-1158, Attachment 2
Advice 4606-E
March 2015
3. Date & Time records should not be delayed by more than three days. Records
delayed by three or more days may not be processed for billing, due to the Pilot
requirement that meter data is to be sent 3 days after the customer’s billing
period.
3. Spreadsheet File Name Structure
The CSV spreadsheet files transferred by the Submeter MDMA to PG&E shall use the
following file naming structure:
“MDMA-DUNS_IOU-DUNS_EVSP_YYYYMMDDHHMMSS.CSV”
File Name
Component
Component Description
MDMA-DUNS
The nine digit DUNS Number of the Submeter
MDMA registered with the IOU and provided to the
IOU as part of the Submeter MDMAs Registration
process. (Format numeric 9, all formatting dashes
omitted)
IOU-DUNS
The nine digit DUNS Number of the IOU and
provided by the IOU as part of the Submeter MDMA
Registration process. (Format numeric 9, All
formatting dashes omitted)
EVSP
Hard coded “EVSP” to identify the file as part of the
EV Submetering pilot application.
YYYYMMDDHHMMSS
The date and time the spreadsheet file was created
by the Submeter MDMA, based on MDMA’s local
time as determined by MDMA. Purpose of this file
name component is to determine time sequence of
files sent from an individual MDMA.
Example file name: “987654321_123456789_EVSP_20130428245959.csv”
B. Provision of UUIDs to Submeter MDMAs
The provisioning of UUIDs consists of transferring the Customer UUIDs from the IOU to the
Submeter MDMA. . The Customer UUIDs are assigned by IOU after the MDMA’s approved
registration into the EV Submetering Pilot, and after a Registered Submeter MDMA submits a
valid Customer Enrollment form to IOU. The Customer UUIDs are sent by encrypted email
from IOU to the MDMA or by the EVSP Enrollment report described below in section
Enrollment and Exception Reporting to Submeter MDMAs.
The Customer UUIDs will be sent to the Submeter MDMA in a CSV file containing both the
UUID and the corresponding Unique Submeter Device Identifier (aka, Submeter Serial
Number) for the customer’s service. See EVSP Enrollment Data Format below for more
details.
IV. DATA TRANSFER METHODS
The IOUs each have slightly different methods to send and receive Minimal Transfer
Requirement spreadsheet files and Green Button XML format files. This section describes
PG&E’s methods.
ELECTRIC VEHICLE SUBMETERING METER
DATA MANAGEMENT AGENT (MDMA)
REGISTRATION AGREEMENT
Automated Document- Preliminary Statement Part A Page 5 of 7
Form 79-1158, Attachment 2
Advice 4606-E
March 2015
PG&E uses sFTP to receive both the Spreadsheet Format and Greenbutton Format data files
from MDMAs. For the phase 1 pilot, PG&E will only support receiving the Spreadsheet format
from MDMAs and only provide MDMAs enrollment files (no providing of Exception Reporting files
for phase 1).
PGE&’s preference is for MDMAs to push data files to our hosted sFTP servers (Inbound) and to
pull enrollment files from our SFTP servers (outbound).
Per PG&E’s preferred method, PG&E will provide MDMAs the following information:
1. IP Address
2. Assigned Username
3. Password or log in key (for key connectivity)
4. MDMAs to provide PG&E:
a. Name, email, and telephone number of MDMA’s connectivity contact person(s).
b. Filename(s)
If file encryption is required, PG&E will provide the MDMA with PG&E’s PGP Public Key.
If necessary, PG&E can support pulling data files from MDMAs external servers (inbound) and
pushing enrollment files to MDMA servers (outbound). To support this, PG&E will require the
following information from the registered MDMA:
Files Inbound to PG&E:
1. SSH2 RSA 2048-bit key. This is used for validating the sFTP Connection. PG&E does
use passwords as an alternative.
2. Hostname / IP address
3. Download folder path
4. Filename(s)
5. Name, email, and telephone number of MDMA’s connectivity contact person(s).
Files Outbound from PG&E:
1. Hostname / IP address
2. Username
3. Password (or log-in key will need to be exchanged)
4. Upload folder path
5. Name, email, and telephone number of MDMA’s connectivity contact person(s).
If file encryption is required, PG&E will provide the MDMA with PG&E’s PGP Public Key.
V. ENROLLMENT AND EXCEPTION REPORTING TO SUBMETER
MDMAS
Enrollment information and reporting of errors or exceptions in the submeter CSV Spreadsheet
format from PG&E to Submeter MDMA may be provided in CSV formats described below. These
reporting CSV files will be transferred from PG&E to the Submeter MDMA using the outbound
Data Transfer Methods described above.
A. Enrollment and Exception Reporting File Name Structure
The CSV files transferred by PG&E to Submeter MDMA shall use the following file naming
structure:
ELECTRIC VEHICLE SUBMETERING METER
DATA MANAGEMENT AGENT (MDMA)
REGISTRATION AGREEMENT
Automated Document- Preliminary Statement Part A Page 6 of 7
Form 79-1158, Attachment 2
Advice 4606-E
March 2015
“MDMA-DUNS_IOU-DUNS_EVSPENROLLMENTS_YYYYMMDDHHMMSS.CSV”
“MDMA-DUNS_IOU-DUNS_EVSPEXCEPTIONS_YYYYMMDDHHMMSS.CSV”
See the Spreadsheet File Name Structure section above for additional description of the file
name components.
B. EVSP Enrollment Data Format:
Field Title
Field Description
Transaction
Type
Valid values are:
• “New Enrollment”
• “Enrollment Termination”
(Formatted alpha-numeric)
Customer
UUID
Assigned by IOU after a Registered Submeter MDMA
completes the Customer enrollment with the IOU. The “New
Enrollment” transaction file is the vehicle to initially transmit
the UUID to the MDMA. Submeter MDMA will receive a
Customer UUID for every Unique Submeter Device Identifier.
Unique
Submeter
Device
Identifier
The Unique Submeter Device Identifier (aka Submeter Serial
Number on the Customer Enrollment Form) provided by the
Submeter MDMA during the Customer enrollment process.
This identifier is unique to each submeter and provided by the
MDMA. This identifier is expected not to change during the
Phase I pilot. In the event of a submeter replacement, MDMA
shall report data for the replacement submeter using the
previously assigned Customer UUID. (Formatted alpha-
numeric maximum 17 characters)
Effective
Date
First date IOU will accept Submeter data from the MDMA.
(Formatted UTC Time, see terms and definitions)
Termination
Date
Date of the last day the EV submetering data will be used for
subtractive billing. A new enrollment will not have a
Termination Data (blank field); an Enrollment Termination will
have a Termination date. For the Phase I pilot an Enrollment
Termination will be sent after the 11th billing month. MDMA
are expected to submit to IOU an Enrollment Termination, in
the event their customer discontinues Submetering service.
(Formatted UTC Time, see terms and definitions)
C. EVSP Exception Data Format:
If the IOU processing the MDMA’s submetering data detects an error or exception within the
spreadsheet data file, the IOU, at its own discretion, may elect to provide the MDMA with an
exception notice. One method of sending an exception notice from the IOU to the submeter
MDMA is an Exception Data file in the following format:
ELECTRIC VEHICLE SUBMETERING METER
DATA MANAGEMENT AGENT (MDMA)
REGISTRATION AGREEMENT
Automated Document- Preliminary Statement Part A Page 7 of 7
Form 79-1158, Attachment 2
Advice 4606-E
March 2015
Field Title
Field Description
Customer
UUID
Assigned by IOU after a Registered Submeter MDMA
completes the Customer enrollment with the IOU.
Originating
File Name
CSV file name provided by the Submeter MDMA which
generated the exception (formatted MDMA-DUNS_IOU-
DUNS_EVSP_YYYYMMDDHHMMSS.CSV)
Date
Processed
Date Processed by PG&E. (Formatted UTC Time, see terms
and definitions)
Exception
Error
A description of the error generated by the CSV file provided
by the Submeter MDMA. Example exception-errors may
include:
• Invalid Enrollment - Customer and/or Device Invalid.
• Invalid Data - Negative Values not allowed.
• Invalid Data - Partial Data Found.
• Invalid Data - Data received that is before or after the
enrollment.
• Invalid Enrollment - Customer and/or Device Invalid.
(Formatted alpha-numeric, up to 255 characters)
VI. ALTERNATIVE TRANSFER OPTION (GreenButton format)
The IOUs my offer an alternative data transfer option, but the option may not be required
of Submeter MDMA for the Pilot. The Alternative option described in this document is the
Extensible Markup Language (XML) Green Button format.
The expected XML data format for EV Submetering data is the forthcoming NAESB
Green Button Connect My Data standard for bulk transfer (Bulk Standard). This
forthcoming standard is under development by NAESB and expected to be completed in
early 2014.
The XML format for the Bulk Standard is a modification of the NAESB Green Button
Connect XML2. The batch modifications to the Green Button Connect XML are outlined
in the document titled Authorization and Bulk Transfer in Green Button Connect My
Data.3 Section 2.5 of the document describes Use Case #13: Bulk Transfer of Multiple
Authorized Resources.
Please note the majority of the document titled Authorization and Bulk Transfer in Green
Button Connect My Data, relates to an OAuth Authorization method which is not utilized
in the EV Submetering Pilot.
The current ESPI Schema is available at the following webpage:
http://naesb.org/termsofuse_form.asp?doc=espi.xsd
2 See REQ.21 – Energy Services Provider Interface, NAESB 2010,
http://www.naesb.org/ESPI_Standards.asp
3 See:
http://osgug.ucaiug.org/sgsystems/OpenADE/Shared%2520Documents/Testing%2520and%2520Certificat
ion/GreenButtonTestPlan/referenceMaterial/GreenButtonAuthorization.docx&sa=U&ei=mhFYU9PoLYWr
yAT1jYHoCQ&ved=0CBsQFjAA&usg=AFQjCNEwqtjaVvo3Al6tgJlkeBnCt_3C1g

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