DATA SERVICES HANDBOOK FOR THIRD PARTIES. Third Party Access to Customer Usage Data. Step-by-Step Instructions Inside É

Transcription

1 DATA SERVICES HANDBOOK FOR THIRD PARTIES Step-by-Step Instructions Inside É Third Party Access to Customer Usage Data

2 TABLE OF CONTENTS We support third parties as they develop innovative solutions that deliver greater value to our customers. This handbook will guide you through the process of accessing our customer-approved usage data. Through Green Button Connect and Anonymous Data Service, we are able to provide a link between third parties and customers to enhance the customer experience. Please follow the step-by-step instructions provided in this handbook to register your product or offer and access our customer usage data. Table of Contents Introduction... 1 GREEN BUTTON CONNECT... 2 Part One : Preparation... 3 Part Two: Registration... 3 Part Three: Stage Environment Testing... 5 FAQs... 7 Additional Important Information Part One: Registration Part Two: Accessing the Data FAQs Contact Information The Data Services Handbook is for training and discussion purposes. If any conflict exists between this document and ComEd Tariffs or Illinois regulations, tariffs and regulations prevail.

3 INTRODUCTION INTRODUCTION Do you have an offer that can help customers take control of their energy use? One of the benefits of smart meter technology is the availability of energy usage data. ComEd offers third parties (including Retail Electric Suppliers) access to this data to help support energy-related products and services designed to deliver greater value to our customers. There are two Data Services available to support the development and rollout of your products and services: Green Button Connect Through Green Button Connect (GBC), residential, commercial and industrial customers can authorize ComEd to provide you with easy access to their energy usage data in a secure and user-friendly electronic format. GBC automates the process, eliminating the need for customers to repeatedly download and provide their files. Customers only need to authorize access to their data once, and they can revoke access whenever they choose. Please review this handbook for step-by-step instructions on how to take advantage of the data services available to you. Anonymous Data Service Using Anonymous Data Service (ADS), you ll have access to up to 24 months of 30-minute interval energy usage data. This data is not aggregated and is available on a meter-by-meter basis. Data sets will include data available for all ZIP codes where smart meters have been installed within the areas ComEd serves. RETAIL ELECTRIC SUPPLIERS (RES) Additional Data Services are available to you! Visit ComEd.com/DoingBusinessWithUs 1

4 GREEN BUTTON CONNECT GREEN BUTTON CONNECT THE PROCESS To use GBC, you will need to complete a number of steps. This chart identifies the process categories described on the following pages. PART ONE : PREPARATION Implement GBC Application Program Interface (API) Function Block Testing PART TWO : REGISTRATION Registration Stage Environment Testing PART THREE : TESTING Data Request Testing Validation/Go Live 2

5 GREEN BUTTON CONNECT PART ONE: PREPARATION Implement GBC Application Program Interface (API) To begin, you must implement the GBC API in your system. Access the Green Button Alliance s website at GreenButtonData.org to find information and answers to implementation questions. Please follow all instructions. Function Block Testing Next, you must pass Green Button Alliance Function Block test cases for the Green Button Alliance s OpenESPI DataCustodian implementation. START YOUR FUNCTION BLOCK TESTING HERE: When Function Block testing is complete, you can move on to registration. PART TWO: REGISTRATION Upon completion of API implementation and Function Block testing, you may register with ComEd as a Third Party Provider. Visit ComEd.com/GreenButton and click the Register button to submit to ComEd. Please review the full process to make sure your system is set up for successful implementation. Register as a third Party 3

6 [Name of Contractor and Date] Page 1 of 5 Exelon CNDA Form No. 703 (5/1/2016) LEGAL-# v6 (Confidential) DATA SERVICES HANDBOOK GREEN BUTTON CONNECT PART TWO: REGISTRATION CONTINUED 1 Provide all the information requested and submit your registration form online. 2 After receiving your registration form, ComEd will send you an with a Non-Disclosure Agreement (NDA) and a Rate DART (Data Access and Retrieval Tenets) Form. 3 Complete these forms and return them via . 4 Upon receipt of the NDA and Rate DART Form, ComEd will: Schedule a meeting to learn about the products and services you offer Confirm that you have implemented the GBC API and are ready to integrate with our system MUTUAL CONFIDENTIALITY AND NONDISCLOSURE AGREEMENT This Mutual Confidentiality and Nondisclosure Agreement ( Agreement ) is made on [, 20 ] by and between Exelon Business Services Company, LLC, acting for on behalf of [insert legal name of Exelon Entity if applicable] ( Buyer ) and [insert legal name of Contractor] ( Contractor ) (singularly, a Party, collectively, the Parties ). A. Buyer and Contractor intend to engage in discussions concerning a potential business relationship whereby Contractor would provide to Buyer materials, equipment and services related to [insert description of transaction] (the Proposed Transaction ). B. In connection with these discussions, the Parties may disclose to each other, orally, in writing, by inspection or otherwise, Confidential Information (as defined below). C. The Parties desire to formally set forth their understanding and agreement with respect to the treatment to be accorded to the Confidential Information and have done so in the provisions of this Agreement. NOW THEREFORE, in consideration of the mutual covenants contained herein, and for other good and valuable consideration, the receipt and sufficiency of which are hereby acknowledged, the Parties, intending to be legally bound hereby, agree as follows: 1. For purposes of this Agreement, the term Confidential Information is defined to mean any knowledge, data, statistics, business plans, records, trade secrets, business secrets, operational methods, customer lists, concepts, ideas, policies, any social security numbers, and/or other information or data disclosed or otherwise made available by a Party, its officers, employees, agents, consultants, or representatives (collectively, the Disclosing Party ) to the other Party or its officers, employees, agents, consultants or representatives (collectively, the Receiving Party ) which is not otherwise available to the public or the Disclosing Party s competitors whether disclosed orally or in writing at any time and whether made available to or observable by a Party and a Party s Employees in any form or media (including through access to any data room). A Disclosing Party s Confidential Information also includes, without limitation, the existence of the discussions between the Parties concerning the Proposed Transaction, and any proposed terms and the status of the Proposed Transaction. The term Confidential Information does not include information which a Party can demonstrate (1) is or becomes generally available to the public other than as a result of disclosure by the Receiving Party, (2) was within the Receiving Party s possession prior to being furnished by the Disclosing Party on a non-confidential basis or (3) becomes available to the Receiving Party on a non-confidential basis from a source other than the Disclosing Party, or (4) is developed by or for the Receiving Party without any use of or reliance upon Confidential Information of the Disclosing Party. 2. The Parties acknowledge that a breach of the terms, covenants or conditions contained in this Agreement by any of them will cause irreparable damage to the other for which a remedy at law would not be adequate. In the event of such breach or threatened breach, the Disclosing Party shall be entitled to seek appropriate injunctive relief in any court of competent jurisdiction, restraining the breaching Party and its employees from any such threatened or actual violation of the provisions of this Agreement and Receiving Party hereby waives, and shall cause its officers, employees, agents, consultants or representatives to waive, any requirement for the securing or posting of any bond or other security in connection with any such remedy. This provision does not limit a Disclosing Party s rights to seek monetary damages in addition to injunctive relief. However, no Party shall be liable for indirect, incidental or consequential, or punitive damages, including, but not limited to, any claim for lost profits, of any nature or kind resulting from or arising in connection with this Agreement. Non-Disclosure Agreement Rate DART - Data Access Retrieval Tenets Registration Form The undersigned hereby registers for service under Rate DART - Data Access Retrieval Tenets (Rate DART). By taking service under Rate DART, the undersigned agrees to abide by the terms and conditions set forth in Rate DART. The undersigned further understands that Rate DART is subject to modification and any revision to Rate DART that is filed with the Illinois Commerce Commission after the date of the undersign s registration will be governing. Date: Company Name: Primary Contact Name & Title: Contact Address: Contact Phone Number: Contact Address: Contact Website: Contact/Company Illinois Business License #: Signature: Printed Name: Title: Please attach the completed registration form to an with the subject: Rate DART Registration form and send to: ComedDataRequest@exeloncorp.com. Rate DART Form 5 ComEd can then review your registration and upon approval, will register your organization into the GBC system. 6 You will receive an with onboarding instructions and credentials necessary to access the stage environment. You are now ready to move to stage environment testing. 4

7 GREEN BUTTON CONNECT PART THREE: STAGE ENVIRONMENT TESTING ComEd is available to assist as you work through stage environment setup and testing. Stage Environment Setup Using the credentials you received with your registration confirmation, invoke the authorization API at the authorization_server_token_endpoint provided. After invoking this API, you will receive a client access token and the ResourceURI (data_custodian_resource_endpoint). You can use your client access token to invoke the ServiceStatus API. Once you receive a status code 2 from the ServiceStatusAPI, your set up is complete and testing can begin. Customer Authorization Testing When a customer is interested in your offer, they must opt-in to allow you access to their usage data. They can opt-in through the ComEd website or through your website. ComEd will test functionality in the staging environment, using two test accounts that you provide. Both scenarios will be tested: Customer granting authorization starting at ComEd.com Customer granting authorization starting at your website (if applicable) The authorization process uses OAuth2.0 framework per the GBC APIs. The GBC APIs are Green Button Alliance compliant. No personal information is transmitted in ComEd s GBC Implementation. It is recommended that you go through the refresh-token process which follows GBC and OAuth2 standards. A meeting with ComEd, typically a screen-sharing session, is encouraged. This will allow you to experience the customer authorization process and expedite any necessary troubleshooting. 5

8 GREEN BUTTON CONNECT PART THREE: STAGE ENVIRONMENT TESTING CONTINUED Data Request/Response Testing After a customer provides data access authorization (becomes an authorized customer ), the client access token you received can be used to request the data. Next, you will test the GBC customer data request/response process. 1 Invoke the BatchAPI using the BulkURI associated with your authorization ResourceURI. This allows you to request data for all authorized customers. 2 Submit your data request. You will receive a notification that your request has been submitted successfully. 3 When the data is available, you will receive another notification at the third_party_notify_uri you provided during registration. This notification will contain the endpoint where you can retrieve the data. 4 Once you have downloaded the data, you will need to confirm to ComEd via that you have received the data successfully. Production Validation/Go Live Once testing is complete and functionality is verified, ComEd will work with you to schedule a meeting to review the detailed go-live plan and determine a timeframe for go-live. During go-live, ComEd will work with you to perform registration and production validation. To validate the production setup, an additional test will be performed in the production environment, similar to stage environment testing. 6

9 GREEN BUTTON CONNECT FAQs Q What is Green Button Connect? A Green Button Connect is a utility industry-led effort that gives customers easy access to their energy usage data in a streamlined and secure format. Through Green Button Connect, ComEd customers can easily share their energy usage data with third parties offering products and services that can help them save energy. Q How often can I retrieve customer energy usage data? A Data requests will be fulfilled daily. ComEd will notify you when your requested data file is ready. The file will be archived for five days after the notification is sent. You may retrieve this file as many times as needed during the five-day period. Q Does ComEd provide personally identifiable information for authorized customers? A ComEd does not provide the name, address, account number, or any personally identifiable customer information within the GBC implementation. Q Are additional data services available for Retail Electric Suppliers (RES)? A Yes. Please visit ComEd.com/DoingBusinessWithUs to learn more. QUESTIONS? If you have Green Button Connect questions, please contact ComEd through the Green Button Connect mailbox: GreenButton@ExelonCorp.com The Data Services Handbook is for training and discussion purposes. If any conflict exists between this document and ComEd Tariffs or Illinois regulations, tariffs and regulations prevail. 7

10 GREEN BUTTON CONNECT ADDITIONAL INFORMATION FOR GBC The ComEd GBC DataCustodian was developed using the OpenESPI 1.1 DataCustodian implementation. This may be used as a reference for testing. ComEd GBC DataCustodian implementation was tested against the OpenESPI 1.1 Third Party implementation. Both are available on GitHub at The ComEd GBC DataCustodian is compatible with the following GBC APIs: ApplicationInformation IntervalBlock ReadingType Authorization LocalTimeParameters ServiceStatus Batch MeterReading To view Function Block test cases: Certification/GreenButtonTestPlan/GreenButtonTestCases.xlsm To view Authorization and Bulk Transfer examples: Certification/GreenButtonTestPlan/referenceMaterial/GreenButtonAuthorization.docx 8

11 You can now access anonymized interval energy usage data in 30 minute intervals for all ZIP codes where smart meters have been installed within the areas ComEd serves. Based on the anonymization protocol specified by the Illinois Commerce Commission (ICC), there are two products available: Five-digit ZIP code data Nine-digit ZIP code data ComEd compiles and updates customer data monthly and makes that data available to you via a secure electronic system. ANONYMIZATION PROTOCOL To ensure anonymity, customer names, addresses and account numbers are omitted from the files. In addition, ComEd institutes the 15/15 anonymization protocol: Each data set must contain at least 15 customers, and not one of the 15 can have 15% or more of the usage within that data set. PLEASE NOTE Prior to submitting a request for Anonymous Data Service (ADS), ComEd recommends completing the following steps: Review this handbook and the ADS FAQs Ask your legal counsel to review the ADS Agreement and Registration Form Ask your IT professional to review the Accessing Data Step-by-Step Guide 9

12 Subject to the terms and conditions of this Agreement, Investigator agrees to pay ComEd the associated fee for the data product selected in Exhibit A within thirty (30) days of receipt of invoice Anonymous Data Agreement - Registration Form Date: Investigator (Company) Name: Primary Contact Name & Title: Contact Address: Contact Phone Number: Contact Address: Contact Website: Contact/Company Illinois Business License #: Product[s] Requested: Up to 24 months of all five digit zip codes (zip) applicable in ComEd territory (anonymous AMI interval data) by 30 minute intervals - $900 Pre-pay for 6month 6 refresh - - $150 five digit zip zip code (zip) Up to **24 months of all nine digit zip codes (zip +4) and 5 digit zip codes (zip) applicable in ComEd territory (anonymous AMI interval data) by 30 minute intervals - $1,300 Pre-pay for 6 month refresh - $200 nine digit zip code (zip +4) & five digit zip code (zip) I I verify my organization is an educational institution, grant-based researcher, government agency or 501(c) and is eligible for a 50% discount to the prices on this exhibit **Initial offering will include up to 12 months of data as of March 31, 2017, working towards up to to 24 months. ComEd may alter or terminate this program and any pre-payment for which product has not been delivered shall be refunded, on a pro-rata pro-rated basis, to to Investigator. Please send the signed Anonymous Data Agreement, including Exhibit A, to ComEd via with the subject: Anonymous Data Agreement. EnergyDataService@ComEd.com DATA SERVICES HANDBOOK PART ONE: REGISTRATION 1 The Anonymous Data Agreement and Registration Form are available at ComEd.com/ADS. These are editable PDF files. Complete each document and return via to EnergyDataService@ComEd.com. ANONYMOUS DATA AGREEMENT EXHIBIT A This Anonymous Data Agreement (this Agreement ) is entered into as of the last date set forth on the signature pages hereof (the Effective Date ) by and between Commonwealth Edison Company ( ComEd ) and an (the Investigator ) regarding the use by Investigator of certain anonymous customer energy usage or other anonymous data (as further defined on Exhibit A, the Anonymous Data ). 1. PROVISION OF DATA: Subject to the terms and conditions of this Agreement, ComEd shall provide to the Investigator the Anony- Anonymous Data product Data product selected selected in Exhibit in Exhibit A. A. 2. FEES: Subject to the terms and conditions of this Agreement, Investigator agrees to pay ComEd the associated fee for the data product selected in Exhibit A within thirty (30) days of receipt of invoice 3. USE OF DATA: Investigator acknowledges that the Anonymous Data is provided in accordance with the approval given by the Illinois Commerce Commission in Docket No to provide anonymized customer information. The Investigator shall: (a) not attempt to reverse engineer the Anonymous Data nor in any way attempt to to re-identify re-identify the the customer customer account account holders holders whose whose de-identified de-identified data data makes makes up up the the Anonymous Anonymous Data; Data; (b) (b) not not share share with, with, or disclose or disclose the the Anonymous Anonymous Data Data to any to any third third parties, parties, provided, provided, however, however, Investigator Investigator may may disclose disclose the Anonymous the Anonymous Data Data to those to those of its of officers, its officers, directors, directors, employees employees and contractors and contractors who it who informs it informs of the use of the limitations use limitations under this under Agreement this Agreement and need and to need know to such know information such information the purpose for the purpose of aiding of aiding Investigator Investigator in connection in connection with its with evaluation its evaluation of the Anonymous of the Anonymous Data; (c) Data; be (c) responsible be responsible for the for actions the actions of any such of any officers, such officers, directors, directors, employees employees and contractors and contractors and their and compliance their compliance with this with Agreement; this and Agreement; (d) promptly and delete (d) and promptly notify delete ComEd and of notify any customer ComEd of identifying any customer information identifying that information Investigator that discovers is Investigator contained in discovers the Anonymous is contained Data (the in the foregoing Anonymous obligations Data (the in clauses foregoing (a) obligations through (d) in hereof, clauses collectively, (a) through (d) Investigator s hereof, collectively, Obligations ). Investigator s Notwithstanding Obligations ). the foregoing Notwithstanding or anything the to foregoing the contrary or anything this Agreement, to the contrary ComEd agrees in this Agreement, that the Investigator, ComEd agrees its principals that the and Investigator, co-authors its may principals publish and results co-authors or findings may based publish on results their use or of findings the Anonymous based Data their use in a of paper the Anonymous in a peer-reviewed Data in journal a paper or in as a an peer-reviewed academic working journal paper. or as an Investigator academic agrees working to paper. provide Investigator ComEd a copy agrees of the to provide paper for ComEd informational a copy of purposes the paper only for prior informational to its publication. only prior to its publication. 4. NO REPRESENTATION OR WARRANTY: The Investigator acknowledges and agrees that the Anonymous Data is provided on an as is basis. ComEd makes no representations or warranties, express or implied, regarding the content, quality, accuracy, or fitness for any particular purpose of the Anonymous purposes Data. 1 1 Anonymous Data Agreement Anonymous Data Agreement Registration Form 2 Upon receipt of these forms, ComEd will send you an invoice for your charges to access the ADS files (up to 24 months of interval data) as requested. Pricing options and any available discounts are shown on the Registration Form and are subject to change. 10

13 PART ONE: REGISTRATION CONTINUED 3 Once payment has been confirmed, you will receive an with instructions to set up a ShareFile account. 4 Click the link noted Click here to activate your account and view this folder. 11

14 PART ONE: REGISTRATION CONTINUED 5 Complete the fields required. Confirm your name and company and click continue. 6 Create a password that meets the requirements listed. 7 You will receive an confirming the successful set-up of your account. You are now ready to access up to 24 months of anonymous data files. 12

15 PART TWO: ACCESSING DATA STEP-BY-STEP GUIDE 1 Each month, ComEd generates and uploads the ADS files for the previous month. This happens no later than the fifteenth day of each month. 2 Through ShareFile, you can review/download up to 24 months of anonymous data files. Files are grouped by month in YYYY/ MM format. Each month will include a list of delivery classes that passed the 15/15 rule within each ZIP code. If a ZIP code/delivery class combination is not listed, it did not pass the 15/15 rule and will not be downloaded. 13

16 PART TWO: ACCESSING DATA STEP-BY-STEP GUIDE CONTINUED 3 Once you open a folder, you will be asked if you want to download the data. Click download. 4 Click open at the bottom of screen. 14

17 PART TWO: ACCESSING DATA STEP-BY-STEP GUIDE CONTINUED 5 This file will then save to your computer. Double click the file to access the data. Example of the data you will see: 6 You will have 35 days to access and download the applicable ADS files through ShareFile. After 35 days, the data will no longer be available. 15

18 FAQs Q What is Anonymous Data Service? A Anonymous Data Service offers up to 24 months of 30-minute interval energy usage data, on a meter-by-meter, not aggregated basis. Data sets include data available for all ZIP codes where smart meters have been installed within the areas ComEd serves. Based on the anonymization protocol specified by the Illinois Commerce Commission (ICC) there are two products available: Five-digit ZIP Code Data Nine-digit ZIP Code Data Q What is anonymous usage data? A Anonymous usage data does not include any personally identifiable customer information to ensure the confidentiality of customer-specific usage information. The 15/15 anonymization protocol set by the Illinois Commerce Commission (ICC) is also used for added anonymity. Q What is the 15/15 anonymization protocol? A Each data set must contain at least 15 customers. Data from any one of those 15 customers cannot represent 15% or more of the total usage data within that data set. Q How often is the data captured? A Data is captured monthly by ZIP or ZIP+4 codes and uploaded by the 15th of the month for the previous month. Q What is included and how is the data provided? A The data is available for download in a CSV file. Each record contains: The ZIP or ZIP+4 number A random account identifier for each customer The customer s delivery class The customer s 30-minute interval usage by day for the entire month Q Does the random account identifier stay the same for each customer? A No. To ensure anonymity, the random account identifiers will continue to change for each customer. 16

19 FAQs CONTINUED Q What is the download speed of the data delivery? A Because data requests vary (potentially up to 24 months of data), download times will vary. ComEd is unable to estimate download speeds. Q What is the fee for accessing the anonymous data? A Pricing can be found on the Registration Form at ComEd.com/ADS and is subject to change. Eligible nonprofits, educational institutions, government agencies and grant-based researchers may receive a discount. Descriptions for organizations eligible for a discount can be found in the Data Service Descriptions PDF at ComEd.com/ADS. Q Is the data aggregated? A No, the data is not aggregated (summed or averaged). You will receive up to 24 months of 30-minute interval energy usage data on a meter-by-meter basis. Q Is there ZIP+3 data or specific city or county anonymous data available? A The offering for these products is based on access to all ZIP codes. If you are looking for something more specific, you can make a special request to ComEd. Please submit your request to EnergyDataService@ComEd.com. Special requests will be priced at an hourly fee. Details can be found in the Data Services Descriptions PDF at ComEd.com/ADS. Q Are additional data services available for Retail Electric Suppliers (RES)? A Yes. Please visit ComEd.com/DoingBusinessWithUs to learn more. QUESTIONS? If you have any questions about Anonymous Data Services, please contact ComEd. ENERGY DATA SERVICES EnergyDataService@ComEd.com REGULATORY COMPLIANCE ComEdDataRequest@ExelonCorp.com ADDITIONAL INFORMATION ComEd.com/ADS The Data Services Handbook is for training and discussion purposes. If any conflict exists between this document and ComEd Tariffs or Illinois regulations, tariffs and regulations prevail. 17