The ESP Handbook. A Guide to Conducting Business with Southern California Edison under Direct Access. Version 7.0 February 1, 2017

Transcription

1 The ESP Handbook A Guide to Conducting Business with Southern California Edison under Direct Access Version 7.0 February 1, 2017

2 Table of Contents Preface Welcome Chapter 1: Chapter 2: Chapter 3: Chapter 4: Chapter 5: Chapter 6: Chapter 7: Chapter 8: Chapter 9: The Direct Access Market Enrolling in Direct Access An Overview Process Map Description of Process Enrolling in Direct Access Completing SCE s Forms Setting Up Electronic Communications with SCE The Direct Access Service Request An Overview The Direct Access Service Request Completing the DASR Instructions for CSV DASRs Instructions for EDI DASRS The 814 Mapping Guide Metering under Direct Access Billing under Direct Access Providing Electronic Billing Information to SCE 810 Mapping Guide (inbound to SCE) 824 Mapping Guide (outbound from SCE) 810 Mapping Guide External (outbound from SCE) Chapter 10: Credit Policies for ESPs in Direct Access Chapter 11: Payments and Remittances in Direct Access Chapter 12: Terminating Direct Access Services Chapter 13: Resolving Disputes Chapter 14: Compliance Testing Chapter 15: Obtaining Consumer Usage and Metering Information Chapter 16: Load Profiling Information Chapter 17: Usage Data Reconciliation Chapter 18: Direct Access Suspension & Related Decisions Appendix: Contacting SCE Reference Guide Southern California Edison Company Table of Contents

3 Preface Dear Electric Service Provider: Southern California Edison (SCE) is continuing its efforts to update business practices to support the evolving Direct Access program in California. As part of this effort, we are providing this update to the Electric Service Provider (ESP) Handbook, which was originally, published on October 1, 1997, as part of The ESP Direct Access Kit, Version 1.0. This updated handbook is appropriately designated as Version 6.0. Version 6.0 of the ESP Handbook builds on the original policies and procedures described in Versions This handbook remains a work in progress and will be updated as necessary to reflect business process changes and regulatory developments. This Handbook should be used in conjunction with SCE Rules 22 and 22.1 as well as any relevant California Public Utilities Commission (CPUC or Commission) policy decisions and SCE tariffs. We value you as a customer and will continue to work with you to ensure that our relationship is productive and rewarding. Please feel free to contact us at: Customer Choice Services: (800) Fax: (626) espsupt@sce.com Mailing Address: Customer Choice Services Southern California Edison (SCE) 6020 N. Irwindale Ave., Suite I Irwindale, CA ESP Support Center: (800) Fax: (626) espsupt@sce.com Mailing Address: ESP Support Center Southern California Edison (SCE) 6020 N. Irwindale Ave., Suite I Irwindale, CA Southern California Edison Company Version 6.0, August 1, 2013 Preface

4 Welcome This handbook has been developed by Southern California Edison (SCE), the regulated utility of Edison International, to be used by Electric Service Providers (ESPs) interested in providing Direct Access services within the SCE service territory. This handbook is intended to provide ESPs with a comprehensive overview of SCE s Direct Access procedures so they can better interact with SCE in establishing and providing Direct Access services. Please view the Direct Access ESP Handbook as a source of initial guidance to ESPs interested in providing Direct Access services and interacting with SCE. This Handbook is a work in progress in response to the challenging issues raised by the establishment of the competitive electric services market. It reflects current policies. SCE may modify this handbook without notice in order to remain current with regulatory policy development. The handbook contains many links to web sites for ease of use, however these links are subject to change, and SCE will make every attempt to keep the links current. All ESPs planning to participate in Direct Access should develop an understanding of the California electricity market restructuring process. We recommend that ESPs review the Commission s website at for further information on restructuring. Additionally, a summary of the Decisions impacting Direct Access can be found in the Appendix of this ESP Handbook. Southern California Edison Company Version 6.0, August 1, 2013 Welcome

5 The ESP Handbook Chapter 1 The Direct Access Market Version 7.0 February 1, 2017

6 Chapter 1: The Direct Access Market Policy Summary of Direct Access, Eligibility, Suspension, and Current Market Rules Background Information Beginning in 1998, California implemented Direct Access (DA) in which utility customers could choose to purchase the generation portion of their electric service from an Electric Service Provider (ESP), and not their traditional utility. What started as a well developing market soon led to a series of extraordinary events that compromised reliability, and pushed utilities close to insolvency. This cut short DA as California looked to stabilize the market. Following the passage of AB1X by the California Legislature, on March 21, 2002, the Commission issued Decision D which confirmed that DA was suspended as of December 20, 2001 (as previously ordered by D ). Pursuant to D , a customer was required to have a valid DA contract that was in existence on or prior to December 20, 2001, to be a direct access customer. If the customer did not have a valid DA contract that was in existence on or prior to December 20, 2001, then the customer could not become a DA customer under the suspension. In D the Commission set forth 12 implementation rules for the utilities to follow in the implementation of the DA suspension. Please refer to Chapter 18 of the ESP Handbook for detailed information surrounding this decision. On October 11, 2009, Governor Schwarzenegger signed into law SB695, which renews the general suspension of DA, with certain exceptions. Under the law, non-residential customers can opt for DA service. On March 11, 2010, the California Public Utilities Commission (CPUC) issued a Final Decision (D ) that established the rules for implementation of the Partial Reopening of Direct Access (DA) under Senate Bill (SB) 695. The Final Decision established April 11, 2010 as the effective date for the Partial Reopening of DA and identified the start of a one-time Open Enrollment Window (OEW) as April 16, The intent of the reopening is to allow DA to return to the maximum level experienced prior to the suspension. Under D , residential customers already taking DA service are allowed to remain on DA service, and previously DA-eligible residential customers filing a valid 6 Month Notice prior to March 11, 2010, may elect DA service. Other than these two situations, D found that residential customers may not elect DA service pending any further action by the Legislature. On December 1, 2011, the Commission issued D to resolve Phase 3 issues in the DA proceeding (R ). In this decision, the Commission approves a series of modifications to the DA process. The methodology for establishing bundled customer financial indifference to customers departing for DA service is modified along with the transitional bundled service rate. The minimum required stay on Bundled Portfolio Service is changed from 3 years to 18 months, while the 6 month notice requirements remain in place. New ESP financial security requirements in case of Southern California Edison Company Chapter 1, Page 1

7 involuntary returns are defined (see Rule 22), and new rules are established for handling involuntary returns of larger commercial and industrial DA customers and small commercial and residential DA customers. On December 27, 2012, the Commission issued D to adopt the Relocation Form and Lottery Process proposed by SCE. In short script, for the situations of Relocation involving: One to one, one to many, many to many, and many to one accounts. The overall DA load caps are in effect; therefore, SCE needs to ensure that it does not exceed the DA load caps through movements like relocations and reassignments within the approved rules and guideline. The new Lottery Process for allowing eligible customers interested in enrolling in DA to be accepted under space available will now become a new section within SCE s Rule 22.1, Switching Exemption Guidelines. This new section will delineate the new process for filling space under the legislative cap on DA load at the expiration of the Phase-In Period approved in D The entire content of SCE s existing Form is replaced. This revision creates a form solely for requesting the relocation of DA load from one customer location to another. The new DA Customer Relocation Declaration Form contains the verbatim language from Appendix 2 of D The new Lottery Process is added to Rule 22.1 as Section D and identified as the Post Phase-In Period. In this section, SCE clarifies that the 9:00 a.m. and 5:00 p.m. times are adjusted for Pacific Daylight Time (PDT). In addition, D is now referenced in the introductory paragraph of the Rule. Refer to Chapter 18 of the ESP Handbook for detailed information surrounding the current rules governing the implementation of DA. SCE will update these rules as the Commission decides and implements them. SCE s Role in Generation For DA customers, generation is solely provided by the ESP. SCE s Role in Transmission Under AB1890, which restructured the California utility market, SCE continues to own its transmission facilities, but has turned operational control of these facilities over to the California Independent System Operator (ISO). The ISO operates the overall transmission system to ensure that all generation suppliers have equal opportunity to send their electricity through the transmission system to consumers, and to maintain the balance between the supply and demand for electricity. The ISO also assumes responsibility for the safety and reliability of the transmission system. Southern California Edison Company Chapter 1, Page 2

8 SCE s Role in Distribution SCE continues to own and operate the regulated distribution lines in its franchise territory and is responsible for the reliable and safe delivery of electricity to end-use customers. SCE provides energy suppliers, retailers, and aggregators with necessary resources, including distribution services, and dependable and impartial information to ensure that energy suppliers have the necessary resources for participation in the DA market. As part of its distribution role, SCE continues to provide the following services to customers: Metering services (ownership, installation, removal, calibration, testing, and maintenance) Meter reading and usage data management Billing and related services (telephone information centers, payment processing, credit services, CPUC list of registered ESPs, etc.) The Role of Electric Service Providers In the current marketplace, DA eligible end-use customers may buy the generation portion of their electricity from their current investor-owned utility, or from an ESP. Regardless of generation supplier, a customer s physical energy is delivered in SCE s service territory using SCE s distribution network. In no way does a customer s choice of generation supplier affect reliability or ever jeopardize a customer s individual service. Under DA rules, ESPs have the option of offering metering and billing services to their customers. If the ESP prefers, the IOU will continue to provide these services at a fee. ESPs planning to provide ESP Consolidated Billing will first be required to demonstrate their ability to present SCE charges on their consolidated bill statement in a manner that is satisfactory to SCE. This is discussed in Chapter 8 of the ESP Handbook on Billing. DA metering services include meter ownership, installation, calibration, maintenance, and meter reading services. For the purposes of DA, an ESP can provide these services by becoming a meter owner, a Meter Service Provider (MSP) the entity providing installation, calibration and maintenance, and a Meter Data Management Agent (MDMA) the entity providing meter reading services. An ESP can also contract with a certified MSP and/or a qualified MDMA for the provision of metering services to the ESP s customers. In order to provide meter services, an MSP must be certified by the CPUC. Refer to Chapter 7, Section 7.1 of the ESP Handbook on Metering. In order to provide meter data management services, an MDMA is required to be qualified by the utility. SCE s qualification process is contained in the Meter Data Management Qualification Package. Copies of this package may be obtained at Southern California Edison Company Chapter 1, Page 3

9 Since the initial implementation of Direct Access in 1998, the Commission has undertaken an ongoing process to ensure that the market is allowed to operate while avoiding any shifting of service costs from customers who choose a new supplier to those who remain on bundled service with the IOU. Over time this process has resulted in a series of tariff schedules and rules that are applicable to DA customers. ESPs are encouraged to be thoroughly familiar with the procedural history and current state of CPUC policy decisions. SCE Advice Letter 2366-E contains an excellent summary of Direct Access and actions prior to SB695. Southern California Edison Company Chapter 1, Page 4