Requirements and Instructions
Are you ready to establish yourself as a Community Choice Aggregator (CCA) within the Southern California Edison (SCE) service territory? Below provides an overview of the process to establish yourself as a CCA Service provider.
Fulfill Enrollment Requirements
The establishment package contains all the forms and agreements necessary to coordinate CCA service implementation directly with SCE. It can be obtained by email request to firstname.lastname@example.org.
The following forms and agreements are included in the SCE establishment package:
- CCA Service Agreement - The CCA Service Agreement (Form 14-768) is required prior to commencement of CCA Service within SCE’s service territory.
- CCA Credit Application - The Credit Profile Application is required prior to commencement of CCA Service within SCE’s service territory. If deemed necessary, adequate security in the form of a cash deposit or other acceptable form must be in place prior to enrolling end-use customers in CCA Service.
- CCA EDI Trading Partner Agreement - This agreement establishes the general responsibilities of the Electronic Data Interchange (EDI) partnership. It is required in order to exchange EDI transactions with SCE.
- CCA EDI Trading Partner Profile - The EDI Trading Partner Profiles are used to establish EDI communications for CCAs. These forms capture critical information that is necessary for the CCA to communicate with SCE via EDI.
- CCA Electronic Funds Transfer Payment Agreement - This agreement establishes the terms and conditions for the electronic funds transfer of payments to the CCA.
- CCA Participation Information Form - SCE requires specific information about the CCA, which is necessary to effectively and efficiently transact business with a CCA. This form is required prior to commencement of CCA Service within SCE’s service territory. The form should be completed in its entirety.
In addition to the required establishment package above, the following information is required:
Letter from Scheduling Coordinator - A letter is required from the Scheduling Coordinator (SC), on its letterhead, containing the name of the CCA that the SC will be doing business with, a description of the service the SC will be providing, and the date service to the CCA will commence. This letter must be received prior to commencement of CCA Service within SCE’s service territory.
Dun & Bradstreet Number - CCAs will need to submit Dun & Bradstreet (D&B) numbers during their CCA enrollment with SCE. These numbers are critical identifiers for a variety of CCA-SCE interactions. D&B numbers provided to SCE must be valid and used by only one CCA. CCA subcontractors providing related services in CCA are also required to provide D&B numbers. Should there be a change to a CCA or subcontractor’s D&B number, SCE should be notified immediately. For further information regarding the establishment of D&B numbers, please contact Dun & Bradstreet directly at 1-800-234-3867.
CCAs may also take advantage of Rule 23.2 Community Choice Aggregation Open Season, which allows CCAs to make a binding commitment that establishes a firm CCA Service start date and relieves the CCA of liability for SCE procurement contracts and generation assets acquired after the date the CCA submits its binding notice of intent.
Register and File Implementation Plan with CPUC
The CPUC has established requirements for implementing CCA Service, including but not limited to:
- Develop an Implementation Plan (Implementation Plan Requirements)
- Prepare a Statement of Intent
- Register and file an implementation plan with the CPUC
- Provide evidence of Bond/Insurance
- Secure a certified Scheduling Coordinator
- Ensure resource adequacy
Please share a copy of the draft Implementation Plan (IP) with SCE Customer Choice Services for review and comment before the IP is filed with the CPUC. Once the IP is filed with the CPUC, the final IP and the Statement of Intent should be provided to SCE to initiate implementation project planning.
EDI testing will be required between a CCA and SCE in order to set-up EDI communications, and will begin after the SCE establishment package is submitted and accepted.
A CCA must be able to communicate electronically with SCE for business operations. Electronic transactions include:
- Community Choice Aggregation Service Requests (enrollments/de-enrollments)
- Billing and Payment data
CCAs must notify all participating customers of their right to opt out of a CCA program and provide the terms and conditions for opting out (1) at least twice during a 60-day period in advance of the date of Automatic Enrollment, and (2) at least twice during a 60-day period following automatic enrollment in a CCA’s Service.