Peak Day Pricing Module 2:Eligibility & Default

Course Map Overview Eligibility & Default Enrollment Billing Overview Module 1 Overview Module 2 Eligibility & Default Enrollment Module 3 Billing Overview Module 4 Affirmed & Optional Enrollment Module 5 Opt Out & Un-enrollment Module 6 Updates

Objectives At the end of this module, you will be able to: Define eligibility criteria. Identify customers who are eligible for default. Describe the PDP Program default process. Instructor Notes Review objectives.

Eligible Customers Customers who meet eligibility criteria may participate in PDP as early as May 1, 2010. Electric Commercial, Industrial, and Agricultural. Active or Pending SA. MV90 meter (billed through ABS) or SmartMeter™ device with interval data (SM Read or SM Billed). Cannot be participating in another Demand Response Program. Instructor Notes Bullet 3: MV90 is an existing interval meter that captures data through the phone line. Instructor Notes No residential customers at this time. But you can offer them a SmartRate.

Eligible Customers SA meets eligible rate criteria: A1TOU, A6, A10TOU, E37, E19, E20, AG4C, and AG5C. Cannot be part of a Community Choice Aggregation (CCA) or Direct Access (DA). Cannot be Transitional Bundled Service (TBS). SA does not have a Landlord Agreement. Instructor Notes No residential customers at this time. But you can offer them a Smart Rate.

Default Customers Starting March 1, 2010, system will identify SAs eligible for default with the following criteria: Commercial and/or Industrial Current rate is A10, E19, E20, or E37 3 consecutive months of demand equal to or greater than 200 kW in the previous 12 month period or All commercial customers currently enrolled in SmartRate or Critical Peak Pricing (CPP) Agricultural Current rate is AG-4C or AG-5C Currently enrolled in SmartRate or Critical Peak Pricing (CPP) Instructor Notes The PDP Default Enrollment process will be a DAILY background process that performs the following tasks: Identifies customer service agreements that meet eligibility criteria for default to the PDP Program. Generates notifications to the customers of the eligibility Service Agreements that they will be defaulted into the PDP program. Convert the customer Service Agreements to default PDP rate. Default customers: Estimated 5000 customers to meet default criteria in 2010. Currently less than 20 agricultural customers fall into this default criteria. E37 customers will default to E19 or E20 (although many may opt out to remain on their E37 rate) CPP customers not also enrolled in DBP will not default.

Default Customer Process A default notification letter will be sent two full bill cycles (60 days) in advance of the default effective date. Includes default effective date, last date to opt out, default rate, options, and ENPs. A second default notification letter (30 days) with the same information as the first letter will be sent one bill cycle in advance. Instructor Notes Sales are service are being proactive in explaining the program through workshops and webinars and customer visits. The letter will probably not be the first time the customers have heard about the PDP program. Bullet 1 - Letters are being sent out starting March 1, 2010; however, initial customers effective start date will not occur until May 1, 2010. Letters are sent on the customers billing cycle. There is a customer contact created when the notifications go out. The PDP alert is also generated when the notification goes out. First PDP bills will be received on bill cycles starting June 1, 2010. Event Notification Preferences A ENP, remember from Module One, is an Event Notification Preference. It is a courtesy contact from PG&E which notifies customers by phone, fax, or email 2 PM the business day before in advance of the PDP Event. It is not required but highly recommended. It is provided in the 60 default letter to the customer. They may revise this information at any time. It is located on the DRAAG screen. The default letters will display ENPs chosen for in this priority: 1. Business phone 1 (from the person record) 2. Email 1 (from the Correspondence tab on the person record) 3. Business phone 2 (from the person record) 4. Business email (from the Correspondence tab on the Person record) NOTE: This second letter will only be sent if the customer did not affirm or opt out after receiving the first letter.

Default Customer Process The letters direct customers to visit www.pge.com/PDPChoice if they would like to submit a request to opt out or affirm. If the customer does not contact PG&E prior to the default effective date, they automatically will be placed on the PDP program with the rate, options, and ENP(s) displayed in the default letters. Instructor Notes Customers are directed to the web site but customers may call or walk in.

Default Options Customers receive default options based on historical usage. Default options include: Event Duration Event Day Frequency Rates ENP Reservation Capacity (if applicable) Customers may accept their default options or change them. These default options are displayed in the customer’s notification letters, the PDP script, and the DRAAG screen. Customers can find additional information at www.pge.com/PDPChoice. Instructor Notes Event Duration, Event Day Frequency and Rates are defined in module One. Ask for participants to define each one.

Identify Default PDP Customer An alert will display in CC&B identifies customers with a defaulted SA. Customers who have been defaulted will have a PDP Alert showing at least 1 Pending SA. Instructor Note If the customer has multiple SAs identified for default, only one alert will display at the account level. Inactive indicates the customer had an SA that was pending default on PDP and opted out or was active on PDP and un-enrolled from the program. If all the customer’s SA are inactive, no alert will display.

Knowledge Check Which one of these features is not a characteristic of Default customers? a) Will receive 2 default notification letters. b) Has 12 months of interval data. c) Has a SmartMeter™ meter or MV90 meter. d) Has 3 consecutive months of demand greater than or equal to 100 KW. d) 3 consecutive months of demand greater than or equal to 100KW is incorrect. Customers must have 3 consecutive months of demand greater than or equal to 200KW.

Summary Now that you have completed this module, you will be able to: Define eligibility criteria. Identify customers who are eligible for default. Describe the PDP Program default process.

Questions?