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Direct Access Switching

Post Phase-In Enrollment Process – June 2014

The first-come, first-served DA enrollment process has been replaced with the Random Number List Switching and Enrollment “Annual Lottery” process as specified in the California Public Utilities Commission (CPUC) Decision (D.) 12-12-026 dated December 20, 2012.

Annual Enrollment requests to transfer to Direct Access beginning in October 2014 and continuing through 2015 must be submitted between 9:00 AM (PDT) on June 9, 2014 and 5:00 PM (PDT) on June 13, 2014 and must follow the process described below. All submissions received outside of these dates/times will be rejected.

Per California Public Utilities Commission (CPUC) Decision (D).10-03-022, participation is limited to Retail Non-Residential Customers.

Customer Information Service Request (CISR)

  • CISR forms must be submitted and approved by SCE in advance of the June 9 – 13, 2014 Post Phase-In Enrollment Period
  • CISR forms should not be submitted with the Six-Month Notice to danotices@scewebservices.com
  • Approved CISR forms must be on file before any third-party will be authorized to act as an agent of a customer
    • A CISR form is required when Six-Month Notice forms are signed and submitted by a customer's designated agent
    • A CISR form is not required when Six-Month Notice forms are signed and submitted by the customer
    • A CISR form is not required when Six-Month Notice forms are signed by the customer and submitted by their designated agent
  • Customer must initial Box 7 — Request Rate Change (page one of form) to authorize their designated third-party to submit a Six-Month Notice on their behalf
  • CISRs submitted with Box 7 with or without additional boxes initialed on page one of form, where usage data is not being requested, will be processed within five business days
  • CISRs submitted with multiple boxes initialed on page one of form, where usage data is being requested, will be processed within ten business days
  • CISRs submitted for Post Phase-In Enrollment (2013) identified as "one-time only" or specifying an expiration date that has passed are not valid for Post Phase-In Enrollment Period
    • New CISRs, using the current April 2011 version of the CISR form, must be approved by SCE before a 3rd Party will be authorized to act on behalf of a customer for Post Phase-In Enrollment Period
    • Resubmitted Post Phase-In Enrollment (2013) CISRs will be rejected
    • New CISRs, using an earlier version of the April 2011 CISR form will be rejected
  • CISRs must be submitted to SCE's Third Party Authorizations Desk
    • 3rdparty@sce.com
    • FAX: (909) 941-2677
    • SCE, 3rd Party Authorizations, P. O. Box 6400, Rancho Cucamonga, CA 91729

Six-Month Advance Notice to Transfer to Direct Access Service (Six-Month Notice) Form and Process

(see Rule 22 for additional detail on this process)

  • The Six-Month Notice submission period for participation in the Post Phase-In Enrollment begins at 9:00 am (PDT) on Monday, June 9, 2014 and ends at 5:00 pm (PDT) on Friday, June 13, 2014
    • Six-Month Notice forms received before 9:00 AM (PDT) on June 9, 2014 or after 5:00 pm (PDT) on June 13, 2014 will be rejected
    • Six-Month Notice forms can only be rescinded or withdrawn within 3 business days of the date received by SCE
  • Six-Month Notice forms (PDF) and Service Account spreadsheets should be attached to each e-mail
    • Customers should utilize the pre-formatted Excel template by clicking on the link in the right hand column of this web page: Six-Month Notice to DA — SA List Template (XLS)
    • Service Accounts should be listed in order of priority on the spreadsheet template in the event the available load under the established Overall Load Cap cannot accommodate the entire list
    • Service Account spreadsheets should be sent as actual Excel files (.xls) and not as PDF copies of Excel spreadsheets
    • Additional data rows should be added to accommodate additional Service Accounts as needed
    • Six-Month Notices must be submitted via e-mail or facsimile only (see Six-Month Advance Notice to Transfer to Direct Access Service Form Submission at the bottom of this page)
    • Customers should refer to the "Sample Six-Month Advance Notice to Return to DA (DOC)" document by clicking on the link in the right hand column of this page
    • Service Account number identification
      • Service Account numbers appear on the customer's SCE bill formatted as "3-010-2010-20"
      • Service Account numbers always begin with "30" followed by eight digits
      • Service Account numbers should be submitted to SCE without the separating dashes (-) "3010201020"
  • Six-Month Notices should be submitted only once
    • All Six-Month Notices received during the Post Phase-In Enrollment Period will be reviewed and audited for deficiencies within 30 business after the close of the Post Phase-In Enrollment Period
      • Any duplicate Six-Month Notice covering the same Service Accounts will be discarded
      • If more than one Six-Month Notice is received for a Service Account, only one will be confirmed
        • All others will be ineligible
        • Submitters of ineligible Service Accounts will be notified of ineligibility via e-mail communication
        • Submitter has 5-business days to dispute the ineligible designation
    • Six-Month Notice forms may cover multiple Service Accounts but they must all be for the same customer, under that customer’s Federal Taxpayer ID (FTID)
      • Any Six-Month Notice found to include multiple FTIDs will be considered to have a deficiency
      • Submitters will have 5-business days to correct the FTID or submit a new Six-Month Notice for the Service Account(s) covered by a different FTID
    • Six-Month Notice forms found to have a deficiency, such as incorrect Service Account number and missing or illegible information, may be accepted on the condition that the deficiency is corrected within 5 business days after receiving notification of the deficiency
    • All reported Service Account deficiencies not corrected within 5 business days will be voided
  • All Six-Month Notice submissions will include the following in the subject line of the e-mail or fax
    • Customer Name
    • “Six-Month Notice”
    • Submitter Name
    • Total number of Service Accounts included in submission
    • Example: ABC, Inc. – Six Month Notice - ESP, Inc. – 25
  • All Six-Month Notice submissions received will be time and date stamped to maintain the original order of submissions received by SCE
    • An electronic Acknowledgement of Receipt will be returned to the submitter of each Six-Month Notice form received
  • At the close of the Post Phase-In Enrollment Period, and after all deficiencies have been corrected, SCE will utilize a “Randomizer” tool to assign a random “lottery” number to each eligible Six-Month Notice submission
  • All Six-Month Notices will be ordered in sequence by their randomly assigned number
  • Submitters of Six-Month Notices will be notified electronically within 10 business days of the close of the Post Phase-In Enrollment Period, or by August 11, 2014, of their 2015 Wait List randomly assigned number
    • 2015 Wait List notifications will include the randomly assigned number and a description of the process for allocating additional DA Load that becomes available (See also Post Phase-In Enrollment Period - Wait List Process below)
  • Individual e-mail or facsimile submissions containing more than one Six-Month Notice form will be rejected
  • Accepted Six-Month Notices will be switched to DA no less than six months after being received by SCE provided DASRs are submitted in a timely manner

Rule 22.1 — Switching Exemption Guidelines (PDF) apply to Six-Month Notices received by SCE during the Post Phase-In Enrollment Period

  • If a DASR is not received by the final date specified in the acceptance notification, the associated Service Accounts will be transferred to Transitional Bundled Service (TBS) for 60-days
  • If a DASR is not received by the end of the 60-day TBS period, the Six-Month Notice will be cancelled
    • After the six-month advance notice is cancelled, the account will no longer be eligible for DA service
    • The account will continue to bill on the Transitional Bundled Service (TBS) spot market price for an additional six months
    • At the end of the six-month TBS period, the account will begin bundled service for an 18-month Bundled Portfolio Service (BPS) commitment term
  • Exceptions to the Rule 22.1 – Switching Exemption Guidelines are limited to only the following:
    • Six-Month Notices rescinded during the 3-Day Rescission period are not subject to Switching Exemptions
    • Wait List customers who decline the DA transfer opportunity are not subject to Switching Exemptions

Schedule DA-CRS – Direct Access Cost Responsibility Surcharge:

  • Six-Month Notices received during the Post Phase-In Enrollment Period will be assigned the 2013 DA-CRS Vintage upon completion of the approved transfer to DA

Post Phase-In Enrollment Period – Wait List Process

  • On the last business day of each month, SCE will determine if there is room under the Overall Load Cap and notify the first customer on the Wait List that there is available load
  • If available load is sufficient to accommodate all of the Six-Month Notice’s list of Service Accounts:
    • SCE will notify the submitter of the DASR Due Date for each accepted Service Account at least 45 days in advance of the customer’s earliest possible switch date
    • Six-Month Notice forms found to have a deficiency, such as incorrect Service Account number and missing or illegible information, may be accepted on the condition that the deficiency is corrected within 5 business days after receiving notification of the deficiency
    • All reported Service Account deficiencies not corrected within 5 business days will be voided
    • Notified submitters will have 15-business days to accept or decline the DA transfer opportunity
    • If the notified submitter declines the opportunity, the Six-Month Notice will be removed from the Wait List and the Service Accounts will remain on SCE’s bundled service
    • SCE will then notify the next submitter on the Wait List
  • If the available load is not sufficient to accommodate all of the listed Service Accounts:
    • SCE will notify the submitter at least 45 days in advance of the customer’s earliest possible switch date for each eligible Service Account(s)
    • SCE will work with the submitter to determine the Service Accounts to be transferred
    • Remaining Service Accounts on the Six-Month Notice, if any, will remain on the Wait List
    • Submitters will have 15-business days to accept or decline the DA transfer opportunity, without penalty
    • If the notified submitter declines the opportunity, the Six-Month Notice will be removed from the Wait List and the Service Accounts will remain on SCE’s bundled service
  • If a submitter accepts the DA transfer opportunity and does not submit the requisite DASR by the specified DASR Due Date:
    • Impacted Service Account(s) will be placed on Transitional Bundled Service (TBS)
    • Impacted Service Account(s) will be subject to the then current Rule 22.1 - Switching Exemption Guidelines
  • All Six-Month Notices on the Wait List on the last business day of each calendar year will be cancelled and superseded by the following year’s Wait List
  • Beginning in 2014, the Annual Enrollment period will be the second full week in June of each year for any available DA Load under the established Overall Load Cap that may become available during the 12 months of the following year

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