Form Original - 2021
SCE’s PARTNERSHIP PILOT PRESCREENING APPLICATION
Instructions: Fill out the information below and provide additional attachment(s) as directed. Submit the
application package to PartnershipPilot@sce.com
.
Company / Applicant Name:
Applicant Representative Completing this Application:
Parent Company Name (if applicable):
Company Description (must be 435 words or less including spaces/characters).
The description will be displayed on the
Partnership Pilot website if deemed eligible.
Website:
Telephone:
Email (
This is the email that customers will be directed to if
they choose to Opt-in to being contacted):
Which Distributed Energy Resource(s) are you applying for? (Check all that apply):
Demand Response (Non-Energy Storage)
Distributed Renewable Generation (DRG)
Energy Efficiency
Permanent Load Shift -
Thermal Energy Storage
Demand Response - Energy Storage
DRG + Energy Storage
Permanent Load Shift -Battery Energy Storage
Other: _____________
SCE Incentive Programs or Special Tariffs you are planning on using (this information is used only for the
purpose of determining incrementality):
Net Energy Metering (NEM)
Self-Generation Incentive Program (SGIP)
Energy Efficiency Incentive Program
Other: __________________________
EXPERIENCE
Provide a Letter of Experience that includes the following information and attach to this application:
1) experience describing how the company implemented/completed at least one project for one or more of the
DER resource(s) identified above; and/or (2) experience describing how at least one member of the development
team has completed a project for one or more of the DER resource(s) identified above. For each DER resource
that you are applying for as indicated above, please make sure to include a description of the experience for
each resource as described in (1) and (2) above. Project capacity should be described in the Letter of Experience
but will not be scored.
CYBERSECURITY
BitSight / Cyber Score
SCE will obtain each Applicant’s BitSight score from https://www.bitsight.com/understand-your-rating.
Minimum passing score is 670. If an Applicant is not currently being monitored by BitSight and therefore
does not have a score, this criterion does not apply.
Form Original - 2021
Edison’s (SCE) information security, cybersecurity, and privacy
requirements, as shown below?
Yes
No
Applicant acknowledges it will be required to adopt cybersecurity and data security contractual provisions
should Applicant be the successful entity to deliver solution(s) to deferral resouce needs. In summary, those
provisions require SCE vendors to: (i) implement and maintain appropriate measures to protect its electronic
network and systems from Cyber Incidents that could make Edison’s Computing Systems vulnerable to
unauthorized access or use and to protect Edison Data in its possession, custody, or control from accidental
or unauthorized access, acquisition, disclosure, use, modification, loss, damage, or destruction; (ii) regularly
review and revise those measures to address new or ongoing risks and to implement industry best practices
and legal requirements regarding cybersecurity and privacy; and (iii) to cooperate with Edison in its efforts
to minimize risks to Edison’s Computing Systems and Edison Data and reduce the impact of any
unauthorized access to the Edison’s Computing Systems, or disclosure or unauthorized use of Edison Data.
More detailed requirements will be outlined during the contracting process.
Initial here
COMMERCIAL/FINANCIAL
The Legal Entity that will be the Applicant attests that it and/or its parent
company is not Bankrupt and there are no proceedings pending or being
contemplated by either entity or, to either entity’s knowledge, threatened
against the Applicant and/or its Parent which could result in either entity
being or becoming Bankrupt.
If the response to the question is “No”, the Applicant may attach a document
explaining the circumstance around the bankruptcy situation. SCE will
review the documentation on a case by case basis and will make a decision
based on available facts. SCE’s review does not ensure that the Applicant will
pass this criterion.
Yes
No
The Legal Entity that will be the Applicant attests that it and/or its parent
company has not terminated a contract (either mutual termination or
otherwise) with any California electric utility, prior to commercial operation
date, with any portion of the financial security retained by any California
electric utility more than once within the previous 36 months.
If the response to the question is “No”, the Applicant may attach a document
explaining the circumstance around the contract termination(s). SCE will
review the documentation on a case by case basis and will make a decision
based on available facts. SCE’s review does not ensure that the Applicant will
pass this criterion.
Yes
No
TECHNOLOGY
Provide and attach documentation that describes the proposed technical solution(s) including photos and/or
schematics as applicable for SCE’s review. Please describe if and how the proposed technical solution(s) 1)
adheres to the incrementality framework defined in Ordering Paragraph 10 and Attachment A Section 2.8 of
Decision 21-02-006 and 2) is a proven, commercially available technology (not in experimental, research,
demonstration, or development stages).
Form Original - 2021
For interconnected Distributed Energy Resource (DER) Only. This includes
the following: Demand Response - Energy Storage, Distributed Renewable
Generation (DRG), DRG + Energy Storage or Permanent Load Shift -
Battery Energy Storage.
Does the applicant acknowledge that they will be required to be tested and
certified as an aggregator through SunSpec’s Common Smart
Inverter Profile
(CSIP) certification process (https://sunspec.org/2030-5-csip/
) for DER
Management System (DERMS) IEEE 2030.5 communications. Note that
CSIP certification is not required at prescreening.
No
Yes
For dispatchable Distributed Energy Resource (Demand Response) Only:
Must be able to respond to a 15-minute dispatch notice to curtail load
(dependent upon the deferral project needs).
Yes
No
SAFETY
Do you attest that a safety plan will be in place and followed for safe
construction, installation, and operation of the project(s)? Prior to
commencement of any construction activities on the Site, safety plans will
need to be reviewed by an independent engineer and documented in a report.
Yes
No
APPLICANT’S ACKNOWLEDGEMENTS; WAIVERS AND RESERVATION OF RIGHTS;
REPRESENTATIONS, WARRANTIES AND COVENANTS.
By submitting an application to Southern California Edison (SCE) for the Partnership Pilot Prescreening, the
Applicant acknowledges the following:
1. SCE’s Rights.
SCE reserves the right to modify any aspects specified as part of Prescreening, or to modify or discontinue this
Partnership Pilot solicitation, in its sole discretion and at any time without notice and without assigning any
reasons and without liability of Edison International, SCE, or any of their respective subsidiaries, affiliates, or
representatives. SCE also reserves the right to select no applications as an outcome of: (i) this Prescreening
and/or (ii) an evaluation of any circuit or substation described herein.
2. SCE’s Acceptance of Applications.
SCE will not be deemed to have accepted any application, and will not be bound by any term thereof, unless
and until authorized representatives of SCE and Seller execute and deliver a Final Agreement and other
required agreements. Any contracts executed pursuant to this Partnership Pilot solicitation will be subject to
California Public Utilities Commission (“CPUC”) approval.
3. Expenses.
While SCE will not charge a prescreening application fee, each participant will be responsible for all expenses
incurred as a result of its participation in prescreening. In the event the prescreening is terminated by SCE for
any reason, each participant will remain responsible for all expenses incurred by such participant as a result of
Form Original - 2021
its participation in the prescreening. SCE does not provide any assurance that incentive programs will be
available.
4. Affidavit.
Signing this application serves as an affidavit stating that the Applicant and/or its parent company i) is not
Bankrupt and there are no proceedings pending or being contemplated by either entity or, to either entity’s
knowledge, threatened against the Applicant and/or its Parent which could result in either entity being or
becoming Bankrupt and ii) has not terminated a contract (either mutual termination or otherwise) with any
California electric utility, prior to commercial operation date, with any portion of the financial security retained
by any California electric utility more than once within the previous 36 months.
5. Company Logo.
By signing this application, the Applicant grants explicit permission for SCE to display the Applicant’s logo on
this website if the Applicant’s prescreening application is approved.
6. Waived Claims.
By submitting an application, the Applicant knowingly, voluntarily, and completely waives any rights under
statute, regulation, state or federal constitution or common law to assert any claim, complaint or other
challenge in any regulatory, judicial or other forum, including without limitation, the CPUC (except as
expressly provided below), the Federal Energy Regulatory Commission (“FERC”), the Superior Court of the
State of California (“State Court”) or any United States District Court (“Federal Court”) concerning or related
in any way to this prescreening and Partnership Pilot solicitation including all documents incorporated by
reference therein and exhibits, attachments, and appendices attached thereto (“Waived Claims”).
Applicant further expressly acknowledges and consents that if it asserts any Waived Claim at the CPUC,
FERC, State Court or Federal Court, or otherwise in any forum, to the extent that Applicant’s application has
not already been disqualified, SCE is entitled to automatically disqualify any such application from further
consideration in the prescreening, the Partnership Pilot solicitation, or otherwise, and further, SCE may elect to
terminate the prescreening.
By submitting an application, Applicant further agrees that the sole forum in which Applicant may assert any
challenge with respect to the conduct or results of the prescreening is at the CPUC.
Note also that each Applicant that passes the prescreening process and is deemed eligible to participate in the
program may be contacted to provide an electronic copy of its company logo to be placed on SCE’s Partnership
Pilot website. All necessary internal approvals must be completed to ensure timely delivery of the logo.
SIGNATURE SECTION
Under penalty of perjury, I declare that the information provided in this application and attachments to the
best of my knowledge are true, correct, and complete. If after review or audit of the application, it is determined
that false information was provided, SCE has the right to reject the prescreening application.
__________________________________ ___________________________ ______________
Applicant Representative Signature Title Date
click to sign
signature
click to edit
Form Original - 2021
Partnership Pilot Prescreening
Process
SCE will use a Pass/Fail scoring system. This
approach ensures a fair and equitable assessment of
applicants and includes the minimum provider
viability requirements needed while maintaining
technology neutrality and not inhibiting new
market entrants’ viability.
The prescreening includes four key areas:
Experience, Commercial/Financial, Technology and
Safety.
The evaluation of these key areas is outlined as
follows:
Experience
This section focuses on two categories: Experience
and Cybersecurity.
A company must demonstrate that it has
implemented/completed at least one project for one
or more of DER resources identified in this
application; and/or at least one member that will be
on the development team has completed at least
one project for one or more of the DER resources
identified in this application. Experience in
multiple DER resource types is not required.
Project capacity should be described in the Letter
of Experience but will not be scored. Those that do
not have any experience, will receive a failing score
in the Experience category.
Another important aspect of assessing a company’s
experience is through their Cybersecurity
infrastructure (at a high level). SCE will obtain
each Applicant’s BitSight score via
www.bitsight.com/understand-your-rating. If an
Applicant is not currently being monitored by
BitSight and therefore does not have a score, this
criterion does not apply. This with be scored as a
Pass / Fail.
The Applicant will also need to acknowledge
awareness and agree to adopt SCE’s information
security, cybersecurity, and privacy obligations in
order to contract with SCE. This with be scored as
a Pass / Fail.
Commercial/Financial
This category will look at bankruptcy and contract
terminations. More specifically, the Legal Entity
that will be the Applicant will attest that it and/or
its Parent is not Bankrupt and there are no
proceedings pending or being contemplated by
either entity or, to either entity’s knowledge,
threatened against the Applicant and/or its Parent
which would result in either entity being or
becoming Bankrupt. This will be scored as a Pass /
Fail.
If the Applicant is not able to attest and provide a
“Yes” response to the bankruptcy criteria, the
Applicant has an opportunity to provide a
document explaining the circumstance around the
bankruptcy situation. SCE will review the
documentation on a case by case basis and will
make a decision based on available facts. SCE’s
review does not ensure that the Applicant will pass
this criterion.
Additionally, this category looks at whether the
Legal Entity that will be the Applicant and/or its
parent company has not terminated a contract
(either mutual termination or otherwise) with any
California electric utility, prior to commercial
operation date, with any portion of the financial
security retained by any California electric utility
more than once within the previous 36 months.
This will be scored as a Pass / Fail.
If the Applicant is not able to attest and provide a
“Yes” response to the contract termination criteria,
the Applicant may attach a document explaining
the circumstance around the contract
termination(s). SCE will review the documentation
on a case by case basis and will make a decision
based on available facts. SCE’s review does not
ensure that the Applicant will pass this criterion.
Technology
The proposed technical solution(s) documentation
will be reviewed to determine if the technology is a
proven, commercially available technology (not in
experimental, research, demonstration, or
development stages). It will also be reviewed to
determine whether the technical solution(s) adhere
to the incrementality framework as defined in
Ordering Paragraph 10 and Attachment A Section
2.8 of Decision 21-02-006.
Technologies that are considered proven,
commercially available technology (not in
experimental, research, demonstration, or
development stages) and will provide incremental
capacity per Ordering Paragraph 10 and
Attachment A Section 2.8 of Decision 21-02-006
will receive a passing score. Both measures must be
met in order to receive a passing score for this
criterion.
Form Original - 2021
Technologies that do not demonstrate a proven,
commercially available technology (not in
experimental, research, demonstration, or
development stages) and will not provide
incremental capacity per Ordering Paragraph 10
and Attachment A Section 2.8 of Decision 21-02-
006 will receive a Failing score. Additionally, if
only one of the measures is passed, the score will be
a fail for this criterion.
For interconnected Distributed Energy Resource
(DER) (including Demand Response - Energy
Storage, Distributed Renewable Generation
(DRG), DRG + Energy Storage or Permanent
Load Shift -Battery Energy Storage),
the Applicant will need to acknowledge that they
will be required to have been tested and certified as
an aggregator through SunSpec’s Common Smart
Inverter Profile (CSIP) certification process
(https://sunspec.org/2030-5-csip/
) for DERMS
IEEE 2030.5 communications. Note that CSIP
certification is not required at prescreening. This
will be scored as a Pass / Fail.
For dispatchable Distributed Energy Resource
(Demand Response) only, the technology solution
must be able to respond to a 15-minute dispatch
notice to curtail load (dependent upon the deferral
project needs). This will be scored as a Pass / Fail.
Pass / Fail Scoring
A Pass/Fail scoring system operates on the idea
that the Applicant simply earns credit(s) depending
on whether the prescreening criteria was
satisfactorily met.
Form Original - 2021
Overall Scoring
If a failing score is given for a criterion within any
category or subcategory, your Overall Scoring will
result in a failure to pass the prescreening process.
EXPERIENCE
ASSIGNED
SCORE
By Technology Type:
1) A company must demonstrate that it
has implemented/completed at least one
project for one or more of DER resource
identified in this application; AND/OR
2) At least one member that will be on the
development team has completed at least
one project for one or more of the DER
resource identified in this application.
Project capacity will not be scored.
Pass
1) A company does NOT demonstrate that
it has implemented/completed at least one
project for one or more of DER resource
identified in this application; AND/OR
2) No member of development team has
completed at least one project for one or
more of the DER resource identified in
this application.
Project capacity will not be scored.
Fail
CYBERSECURITY
BitSight Score Less than 670 Fail
BitSight Score 670 or Greater Pass
Initial and complete Acknowledgement to
agree to adopt SCE’s information security,
cybersecurity, and privacy requirements.
Pass
No Acknowledgement to agree to adopt
SCE’s information security, cybersecurity,
and
privacy requirements.
Fail
COMMERCIAL/FINANCIAL
ASSIGNED
SCORE
The Legal Entity that will be the
Applicant attest that it and/or its Parent
is not Bankrupt and there are no
proceedings pending or being
contemplated by either entity or, to either
entity’s knowledge, threatened against the
Applicant and/or its Parent which would
result in either entity being or becoming
Bankrupt.
Pass
The Legal Entity that will be the
Applicant attest that it and/or its Parent
is Bankrupt and/or there are proceedings
pending or being contemplated by either
entity or, to either entity’s knowledge,
threatened against the Applicant and/or
its Parent which would result in either
entity being or becoming Bankrupt.
The Applicant has an opportunity to
provide a document explaining the
circumstance around the bankruptcy
situation. SCE will review the
documentation on a case by case basis and
will a make decision based on available
facts. SCE’s review does not ensure that
the Applicant will pass this criterion.
Fail
The Legal Entity that will be the
Applicant attests that it and/or its parent
company has not terminated a contract
(either mutual termination or otherwise)
with any California electric utility, prior
to commercial operation date with any
portion of the financial security retained
by any California electric utility more
than once within the previous 36 months.
Pass
The Legal Entity that will be the
Applicant attests that it and/or its parent
company has terminated a contract
(either mutual termination or otherwise)
with any California electric utility, prior
to commercial operation date with any
portion of the financial security retained
by any California electric utility more
than once within the previous 36 months.
The Applicant has an opportunity to
provide a document explaining the
circumstance around the contract
termination(s). SCE will review the
documentation on a case by case basis and
will make a decision based on available
facts. SCE’s review does not ensure that
the Applicant will pass this criterion.
Fail
Form Original - 2021
TECHNOLOGY
ASSIGNED
SCORE
Technical solution(s) are proven,
commercially available technology (not in
experimental, research, demonstration, or
development stages).
Pass
Technical solution(s) are not proven,
commercially available technology (not in
experimental, research, demonstration, or
development stages).
Fail
Technical solution(s) will provide
Incremental Capacity per Ordering
Paragraph 10 and Attachment A Section
2.8 of Decision 21-02-006.
Pass
Technical solution(s) will not provide
Incremental Capacity per Ordering
Paragraph 10 and Attachment A Section
2.8 of Decision 21-02-006.
Fail
For interconnected DER only:
Acknowledge that the Applicant will be
required to have been tested and certified
as an aggregator through SunSpec’s
Common Smart Inverter Profile (CSIP)
certification process
(https://sunspec.org/2030-5-csip/) for
DERMS IEEE 2030.5 communications.
Note that CSIP certification is not required
at prescreening.
Pass
For interconnected DER only: Not able to
acknowledge that the Applicant will be
required to have been tested and certified
as an aggregator through SunSpec’s
Common Smart Inverter Profile (CSIP)
certification process
(https://sunspec.org/2030-5-csip/) for
DERMS IEEE 2030.5 communications.
Fail
For dispatchable Distributed Energy
Resource (Demand Response) only: Able
to respond to a 15-minute dispatch notice
to curtail load (dependent upon the
deferral project needs).
Pass
For dispatchable Distributed Energy
Resource (Demand Response) only: Not
able to respond to a 15-minute dispatch
notice to curtail load (dependent upon the
deferral project needs).
Fail
SAFETY
ASSIGNED
SCORE
Applicant attests that a safety plan will
be in place and followed for safe
construction, installation, and operation
of the project(s). Prior to commencement
of any construction activities on the Site,
safety plans will need to be reviewed by
an independent engineer and documented
in a report.
Pass
Applicant does not attest that a safety
plan will be in place and followed for safe
construction, installation, and operation
of the project(s). Prior to commencement
of any construction activities on the Site,
safety plans will need to be reviewed by
an independent engineer and documented
in a report.
Fail