California Solar Initiative EDI 867 Implementation Workshop March 19, 2009 Performance Data Providers (PDP) & Performance Monitoring & Reporting Service Providers (PMRS) 2
- Welcome & Introductions - CPUC Data Request - Recent Program Updates Agenda - PDP Qualifications and Documentation Requirements - Break - PDP Application Process - PA Specific Guidelines - EDI submission requirements - Lunch - EDI 867 Implementation - Background/Benefits - Requirements & Testing - PA Specific Guidelines/Goals - Break - Lessons Learned/Q & A 9:30 9:45 9:45 10:15 10:15 10:45 10:45 11:05 11:05 11:15 11:15 12:00 12:00 1:00 1:00 1:30 2:15 2:25 2:25 3:30 3
Primary Goals 1. Clarification on current CPUC data request and future M&E requirements 2. Ensure understanding of PDP qualifications and documentation requirements 3. Provide PDPs the information to meet the Electronic Data Interchange (EDI) 867 implementation guidelines for each Program Administrator 4
CPUC Data Request for CSI Impact Evaluation/Measurement & Evaluation Overall CSI Measurement & Evaluation (M&E) Efforts Purpose: Evaluate CSI impacts to provide reliable results for policy makers, resource planners, and program administrators CSI Impact Evaluation Annual report containing the generation of all CSI participants, demand reduction, PV system performance, greenhouse gas reductions, impacts on transmission and distribution, etc. CPUC has contracted with Itron to perform the CSI Impact Evaluation Will be conducted yearly. In the future, PAs will submit data on behalf of PDPs. Data request issued by the CPUC PDP/PMRS contractors are obligated to provide Itron with data to the extent that data is available Raw 15-min interval data (EDI 867 format if available) for each CSI solar system operating in 2007 and 2008. Due to Itron by COB Wednesday, March 25, 2009. PG&E contact: Matt Heling (415) 973-6996 or mgh9@pge.com 5
Recent Program Updates Recent Advice Filings and Handbook Updates Approved PDP Qualifications and Application Process Approved EDI 867 and Secured File Transfer Protocol sftp as data transfer protocol Approved EDI implementation and mapping guides Defines Communication and Metering Requirements Defines responsibilities of system owners and PDPs regarding meter accuracy and certification Meter must have a visible serial number Meter Certification testing certificate (if requested) Redefine accuracy of electric meter to include the accuracy of all metering system components Clarifies that payments are based on gross generation Define PBI payment timeline & retroactive payments Reporting and documentation requirements 6
PDP Qualification Process All applicants must be approved Performance Monitoring & Reporting Service Providers on the CEC website Must submit individual PDP applications to each Program Administrator Application to provide PDP services Supporting documentation $25,000 bond in favor of the state of CA Upon approval, Program Administrator will provide information required to submit data in EDI 867 format All qualified PDPs must have EDI 867 capabilities and be setup with the respective PA prior to the payment of any customer incentives Current PDPs will be required to work with the PA to meet guidelines as outlined in CSI program hand book Prospective PDPs submitting applications after April 2009 will be required to have EDI capabilities upon application to provide PDP services 7
Documentation Requirements Incentive Claim Form (ICF) Documentation PMRS/PDP contract or equivalent Executed contract with approved provider(s) Letter from the PMRS and/or PDP provider Invoice from installer detailing services provided Performance Meter make, model and serial number(s) ** Communication with the Performance Meter must be complete prior to submitting the ICF Project Approval Program Administrator issues Incentive Claim Approval (ICA) letter Specifies: data reporting period, PBI start date and incentive rates Provides project specific identifiers (Channel ID, Meter ID etc.) 8
PBI Payment Timeline 1. Incentive Claim Form (ICF) Received 2. PA approves application and issues Incentive Claim Approval Letter specifying the start date of the data collection period 3. PDP submits monthly production data including retroactive data (if applicable) by due date 4. PA reviews and verifies monthly production data and issues PBI payment within 30 days of the end of the 9 data report period
EDI 867 Implementation Background EDI 867/sFTP selected as industry standard PDP Workshops and Metering Subcommittee Advice Filings & CPUC Decisions Benefits Simplified Processes as number of customers increases Reduced processing time (PDP and PA) Lower admin costs Faster payments to customers Greater accuracy Common EDI 867 File information Format, CSI application number, etc. **Goal: A smooth transition from the current process of submitting interim Excel date reports to automated EDI submissions 10
PG&E EDI 867 Requirements/Testing Protocols 1. Complete Trading Partner (TP) agreement & Connectivity documentation (Goal: April 15 th, 2009) 2. GXS sets up SFTP/TP profiles and connectivity processes 3. GXS contacts PDP to schedule testing (Goal: May 6 th, 2009) If initial test fails, each PDP has 2 weeks to correct the error and resubmit Guideline: After 3 failed tests, PDP is ineligible to contract with any additional CSI customers (Subject to PA discretion) 4. Upon PG&E approval of received production data GXS moves PDP into production and PDP can submit production data during the next reporting period **Goal: All PDPs set up to provide production data for all customers by end of Q2, 2009 11
SCE EDI 867 Requirements/Testing Protocols PDP provides the IP Address to SCE to schedule data transfer test PDP Submits public key with the following criteria (SCE needs the actual file): No passphrase, Key type = RSA and Key length = 1024 Public Key Definition: A cryptographic system that uses two keys -- a public key known to everyone and a private or secret key known only to the recipient of the message Partial sample: 1024379252263923801602684941xxxxx4162144295811750220185134690559088 5909676840864301437568713776509955123930948629295 49843145331823625298539563430547 rsa-key-20080129 Submit EDI Partner Profile to SCE Schedule Data Transfer test After successful testing the PDP receives final approval and will be eligible to send customer generation data 12
SCE and EDI 867 Set and Testing Communication begins with PM until ready to start transmitting test files, IT takes lead Pre-Implementation review through e-mail to validate proper EDI attributes and header information PDP and IT set up SFTP Servers between SCE and PDP (IP address, public key) SCE will work with PDP to achieve the goal of successful testing of EDI867 file transmission between SCE and PDP by the end of Q2 (may require more than 3 attempts) EDI Software Each PDP should choose their own or use a third party Examples: Altova Mapforce, Gentran (SCE) and EDIDEV 13
SCE and EDI 867 Guidelines and information for EDI is available in the CSI Handbook in both the Implementation Guide and Mapping Guide The following areas are brought to special attention EDI element separators * = element separator ~ = sub element separator =segment separator Beginning envelop segments of ISA and GS, showing SCE's receiving id and qualifier ISA*00* *00* *01*003023392 *16*0069088189999 *080509*1211*U*00400*000000001*0*P*~ GS*PT*003023392*0069088189999*20080509*1211*1*X*004010 ST SE ST SE 14
SCE and EDI 867 Corresponding ending header envelop segments of GE and IEA. The GE01 value '2' is the number of 867s or the number of ST to SEs GE*2*1 IEA*1*000000001 Values in EDI867 which are different between utilities BPT09 -- > Indicates cycle shift number, SCE uses only first shift, so always 1 for SCE, PG&E and CCSE both shift 1 and 2 Possible values (1 1st to 1st of next month, 2 16th to 16th of next month) REF BT 23 --> Indicates Cycle number, SCE calls it Report number 15
SCE and EDI 867 Header information is suppose to be taken care by the EDI software. Below is the header information in detail (RED highlights different values for different utilities) (BLUE changes for every transactions) Field Length Type Value Data Element Summary (Name) ISA01 2 ID 00 No Authorization Information Present ISA02 10 A/N BLANK Authorization Information ISA03 2 ID 00 Security Information Qualifier ISA04 10 A/N BLANK Security Information ISA05 2 ID 01 Interchange ID Qualifier ISA06 15 A/N 003023392 Interchange Sender ID (DUNS# FOR PDP) ISA07 2 ID 16 Interchange ID Qualifier ISA08 15 A/N 0069088189999Interchange Receiver ID ISA09 6 Date YYMMDD Interchange Date ISA10 4 Time HHMM Interchange Time ISA11 1 ID U Interchange Control Standards Identifier ISA12 5 ID 00401 Interchange Control Version Number ISA13 9 N NNNNNNNNN Interchange Control Number (Also in IEA Trailer) ISA14 1 ID 0 Acknowledgement Requested (No) ISA15 1 ID T Usage Indicator (Test, Production, or Information) ISA16 1 A/N ~ Component Element Separator GS01 2 ID PT Functional Identifier Code GS02 15 A/N 003023392 Application Sender s Code (DUNS# FOR PDP) GS03 15 A/N 0069088189999Application Receiver s Code GS04 8 Date CCYYMMDD Date GS05 4/8 Time HHMM Time GS06 9 N NNNNNNNNN Group Control Number (Also placed in GE Trailer) GS07 1 ID X Responsible Agency Code GS08 6 A/N 004010 Version/Release/Industry Identifier Code 16
CCSE EDI 867 Requirements/Testing Protocols CCSE is still in the process of selecting a bidder for EDI services 17
Resources and Contact Information Pacific Gas & Electric Company (PG&E) Cassandra Mayall: (415) 972-5154 Email: solarpbi@pge.com Web: www.pge.com/csi Southern California Edison (SCE) Phone: (866)-584-7436 Suzanne Fuller: (626) 633-3106 Tom Pasker: (626) 633-3183 Email: pbi@sce.com Web: www.sce.com/rebatesandsavings/californiasolarinitiative California Center for Sustainable Energy Phone: (858) 244-1177 Email: csi@energycenter.org Web: www.energycenter.org PMRS Eligible Providers - Go Solar California website: http://www.gosolarcalifornia.ca.gov/equipment/index.html 18
Questions? 19