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Getting Started with Direct Access

Direct Access ESP Handbook

The Direct Access ESP Handbook (ESP Handbook) contains all the instructions and establishment forms required for an ESP to do business within our service territory. The ESP Handbook, which can be downloaded in sections from the table below, is updated on a regular basis to reflect changes to DA regulations and our operations. Each chapter has a version number and date to ensure you're working with the latest information.

This site will be continually updated to provide you with our most current Direct Access business and operational methods and tools. If you are an Electric Service Provider (ESP) and are unable to print the material from this website, or don't find the answer to your question, please contact Customer Choice Services(formerly ESP Services).

A Guide To Conducting Business With Southern California Edison Under Direct Access

(Updated August 29, 2013)

Our Direct Access ESP Handbook has been updated to version 6.0, dated August 1, 2013. View the handbook update summary.

Direct Access ESP Handbook (PDFs)

Links to Rate Schedules (PDFs)

SCE Establishment And Enrollment Forms

Chapter 3 of the Direct Access ESP Handbook (PDF) contains the forms needed for ESP establishment with us to serve Direct Access customers within our service territory.

SCE Enrollment Forms

The three most commonly enrollment used forms are described and provided below

CISR-S Forms

The CISR-S forms (PDF) are used to obtain customer information from us. Here you will find form instructions.

Post Phase-In Enrollment Process – June 2014

Six-Month Notice forms will be accepted between 9:00 a.m. (PDT) on June 9, 2014 and 5:00 p.m. (PDT) on June 13, 2014 and must follow the process described below. All submissions received outside of these dates/times will be rejected.

  • Participation is limited to retail non-residential customers
    • Residential customers on bundled service are excluded
    • Existing DA residential customers are allowed to remain on DA Service
  • Six-Month Notice forms will be accepted via e-mail and facsimile only
  • 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
    • Customers should refer to the "Sample Six-Month Advance Notice to Return to DA (DOC)" document
    • 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

 

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
Bundled Portfolio Service (BPS)

If a DA customer chooses to return to bundled service for a term longer than 60 days, they must provide us with a Six-Month Advance Notice to Return to Bundled Portfolio Service (PDF) prior to becoming eligible for BPS service. They have three business days after we receive their six-month advance notice to rescind the notice and remain on DA service. If they elect BPS service, they must make an 18-month commitment and will not be eligible to return to DA service until their 18-month minimum period has been completed. If they return to BPS service, they continue to be responsible for any Direct Access Cost Responsibility Surcharge (DA CRS) under-collection balance incurred during the period they were taking DA service. At the end of the initial 18-month term, they will have the option to return to DA service or remain on bundled service.
Six Month Advance Notice to Return to Bundled Portfolio Service

Direct Access (DA) Service

If a customer has fulfilled their 18-month BPS commitment, they have the option of transferring to DA service. If they elect to transfer to DA service after the end of the 18-month BPS commitment period, they are required to provide us with six months advance notice using the Six-Month Advance Notice to Transfer to Direct Access form (PDF). They have three business days after we receive their six-month advance notice to rescind the notice and remain on bundled service. We will provide them with a written confirmation and necessary switching process information within 10 business days of receiving their notice, including the final deadline for us to receive a Direct Access Service Request (DASR) from their ESP to return to DA service. It is the customer’s responsibility to provide this information to their ESP.
Six Month Advance Notice to Transfer to Direct Access Service

Submission of Six-Month Notice Forms

After printing and completing either form, it should be mailed, e-mailed, or faxed to us at:
Southern California Edison

Attn: Direct Access Service Center
6020 N. Irwindale Avenue, Suite I
Irwindale, CA 91702


E-mail: danotices@scewebservices.com


FAX: 562-491-3630
Attn: Direct Access Service Center

Guides & Tools

Please use the following implementation and mapping guides when exchanging your information between the ESP and us for billing, DASR, metering data, and account maintenance. Please review guidelines for the areas below:

  • Billing Data Exchange
  • DASR Processing
  • Account Maintenance
  • Monthly Meter Usage Data

Though electronic data interchange (EDI) format is preferred, comma separated value (CSV or CMEP) is acceptable for billing and DASR data exchange.
We have provided Excel tools to assist with CMEP format exchange. Please refer to the ESP Handbook for complete data exchange protocol. Our guides are UIG compliant and conform to ANSI X12 standards. Visit the UIG Web site to obtain mapping guides for each EDI transaction set.

DASR Processing (PDFs)

DASR Business Process (v2.0) 
CMEP (CSV) DASR Asst for WinXP*
CMEP (CSV) DASR Asst for Win95/NT Instructions* (PDF)
CMEP (CSV) DASR Asst for Win95/NT* (ZIP)

*Note: Software offered above will only work on PC's running Windows 95 or the Windows NT Operating System. Win95/NT users may have to hold down the SHIFT key before clicking on the link to download and save the files to their computers. Other PC and Macintosh users should use the DASR Assistant.xls file and instructions

Guidelines: Monthly Meter Usage Data

We follow the California Transaction Set 867 mapping guide (PDF) in its entirety except where indicated.
For monthly usage data, the separate CMEP and EDI files can be identified by filename. CMEP files will continue to be named "FILENAME.CMEP" EDI formatted files will be named "FILENAME.EDI". If you currently retrieve your files by logging onto the MDMA server using a browser, you can choose to retrieve the CMEP file, the EDI file, or both. If you are currently using the "Getfilenames" CGI script, you can continue to do so. However, the scripts will continue to retrieve the CMEP formatted filenames only. You can retrieve EDI filenames with this script by changing "Getfilenames" to "GetEDIfilenames."

Historical Meter Data

The historical data will be posted to SCE's MDMA server in compliance with the EDI 867 (v.4010) UIG transaction set. This data will be posted at acceptance, and again at completion, of the Direct Access Service Request (DASR). Files containing historical data will end with a ".hst" suffix.

Please note: SCE no longer provides historical data according to California Metering Exchange Protocol (CMEP).

EDI Transaction Set 867 Version 4010 Implementation Guide (PDF)