SM
12-Month Service Planner
Development Program
(SPDP)
Southern California Edison
Service Planner Training
November 2011
SCE Internal Use Only
TDBU Technical Services, TDBU Training
SOUTHERN CALIFORNIA EDISON®
SM
Introduction of Training Staff
 Ray Torres
 Jim Becker
 Steve Kerman
 Steve Nall
 Roger Auchard
 Tom Smith
 Tricia Sells
 Dave Diller
 Dave Freeman
 Angie Camarena
 Lorie Madison
November 2011
SCE Internal Use Only
TDBU Technical Services, TDBU Training
SOUTHERN CALIFORNIA EDISON®
SM
Overview of The SPDP
12-Month, four-step curriculum with phases & OJT
Various Training Methods, ranging from
classroom courses, scenarios, & ride-alongs
Comprehensive Testing Program, with validated
tests at the end of each step
November 2011
SCE Internal Use Only
TDBU Technical Services, TDBU Training
SOUTHERN CALIFORNIA EDISON®
SM
SPDP Steps – Planner 1
Step 4:
Field Experience
(OJT)
Step 3:
Step 2:
Residential
Rule 16 Work
Orders
Step 1:
Commercial &
Rule 15 Work
Orders
3 Months
3 Months
3 Months
Meter Request
3 Months
November 2011
SCE Internal Use Only
TDBU Technical Services, TDBU Training
SOUTHERN CALIFORNIA EDISON®
SM
Topics for Training
New Employee Orientation SCE Manuals:
– Distribution Design
Standards (DDS)
System Training (Lotus Notes,
DM, AUD, Timekeeping, etc.)
– Electrical Service
Requirements (ESR)
Material Recognition
State Laws
Meter Process
Project Managing
November 2011
SCE Internal Use Only
TDBU Technical Services, TDBU Training
SOUTHERN CALIFORNIA EDISON®
SM
Immediate Assignments
 Signed Assessment and Examination Security – TDBU Code of
Ethics and Integrity
 Signed Letter of Acknowledgment – TDBU Code of Ethics and
Integrity
 Signed Standards of Performance and Conduct Appendix A –
Letter of Acknowledgment
November 2011
SCE Internal Use Only
TDBU Technical Services, TDBU Training
SOUTHERN CALIFORNIA EDISON®
SM
Trainee Roles & Responsibilities
 Complete ALL Assignments:
– Self-studies
– Tasks
– Written assignments
 Provide feedback to TDBU Training Staff
 Adhere to contractual agreement of the SPDP
 Learn, Understand and Apply training information
November 2011
SCE Internal Use Only
TDBU Technical Services, TDBU Training
SOUTHERN CALIFORNIA EDISON®
SM
Review Ethics/Integrity Policy
Key Points
– Each Student received policy
– Purpose of the policy
– Read & sign the policy
– Participate and contribute positively
to the learning environment
– Speak up
November 2011
SCE Internal Use Only
TDBU Technical Services, TDBU Training
SOUTHERN CALIFORNIA EDISON®
SM
Ethics / Integrity Policy
 As an employee of SCE, you represent the company to
the community in all that you do.
 That reflects on all of us and on you as an individual.
November 2011
SCE Internal Use Only
TDBU Technical Services, TDBU Training
SOUTHERN CALIFORNIA EDISON®
SM
Standards of Performance and
Conduct Packet
 Each student received a packet
 Requires both Supervisor and Employee signature
 It is the responsibility of each employee to read and
understand the policies set forth
November 2011
SCE Internal Use Only
TDBU Technical Services, TDBU Training
SOUTHERN CALIFORNIA EDISON®
SM
SPDP Training Standards
 While in training, you are expected to commit to
participate and learn to your fullest ability.
 Training starts in the classroom, and ends with on-
the-job modules.
November 2011
SCE Internal Use Only
TDBU Technical Services, TDBU Training
SOUTHERN CALIFORNIA EDISON®
SM
Business Casual Dress Code
MEN
WOMEN
Slacks/Pants (Dockers, Chinos, etc)
Jeans ( in good condition)
Short Sleeved Dress/Sport Shirts
Polo Shirts (Golf Shirts)
Collared Dress Shirts
Collarless Knit Shirts
Sweaters/Vests
Sport Coat/Blazer
Sweatshirts (Plain or SCE Logo)
Casual Dress Shoes or Boots (in good
condition)
Slacks/Pants (Dockers, Chinos, etc)
Jeans (in good condition)
Leggings (must be worn with long
tunic/sweater/top)
Blouses (sleeveless, cap or long sleeved)
Polo Shirts
Sweaters/Vests
Sport Coat/Blazer
Dresses/Sundresses (no more than 2"
above the knee)
Long Overalls (Khaki, Corduroy, Cotton)
Sweatshirts (Plain or SCE Logo)
Capri Pants (no spandex or lycra material)
November 2011
SCE Internal Use Only
TDBU Technical Services, TDBU Training
SOUTHERN CALIFORNIA EDISON®
SM
Expectations of SPDP Trainees
 Attend training and be on time
 Complete all assignments
 Complete all OJT assignments
 Pass assessments, quizzes, and step tests
 Participate in class
 Keep your Supervisor updated on your progress
 Do your best and have fun
 Commit to SCE Values
– You represent SCE in the community, hotel,
restaurants, etc.
November 2011
SCE Internal Use Only
TDBU Technical Services, TDBU Training
SOUTHERN CALIFORNIA EDISON®
SM
Personal Development Plan - PDP
 Performance Goals
– Attendance /
Punctuality
– Participation /
Teamwork
 Competencies
– Accountability for
Outcomes
– Building Relationships
– Working Efficiently
– Step Assessments
– Self-Study
– Field Evaluations
November 2011
SCE Internal Use Only
TDBU Technical Services, TDBU Training
SOUTHERN CALIFORNIA EDISON®
SM
Attendance
Must meet PWRD/Design Standards for
Attendance
– Exemplary (E): <16 hours of accountable approved or unapproved time
off
– Commendable (C): <40 hours of accountable approved or unapproved
time off
– Needs Improvement (NI): >40 hours of accountable approved or
unapproved time off
Disciplinary Guidelines
– Failure to meet attendance standards could result in disciplinary
action, including a verbal warning, letter to file, removal from the
training program, and/or termination.
November 2011
SCE Internal Use Only
TDBU Technical Services, TDBU Training
SOUTHERN CALIFORNIA EDISON®
SM
Punctuality
 Must meet PWRD/Design Standards for Punctuality
 Call-in procedures formally defined
 Disciplinary guidelines for tardiness
– Exemplary (E): < 2 occasions of late arrival or tardiness
returning from a break
– Commendable (C): 3 - 6 occasions of late arrival or
tardiness returning from a break
– Needs Improvement (NI): > 6 occasions of late arrival or
tardiness returning from a break
November 2011
SCE Internal Use Only
TDBU Technical Services, TDBU Training
SOUTHERN CALIFORNIA EDISON®
SM
Participation / Teamwork
 Scale of 1-7
– Exemplary (E): Average score 6-7
– Commendable (C): Average score 3-5
– Needs Improvement (NI): Average >2
November 2011
SCE Internal Use Only
TDBU Technical Services, TDBU Training
SOUTHERN CALIFORNIA EDISON®
SM
Cooperation / Attentiveness
 Must cooperate and remain attentive in class.
 Follow procedures/instructions, be alert, and treat
instructors and co-workers with respect.
 Unsatisfactory behavior would include:
– E-mailing or using “Instant Messenger” programs during class
– Doodling or falling asleep in class
– Answering phone calls during class
– Open disregard for instructions
– Acting in an unprofessional or offensive manner
November 2011
SCE Internal Use Only
TDBU Technical Services, TDBU Training
SOUTHERN CALIFORNIA EDISON®
SM
Self-Study Requirements
Must complete self-study courses
– Step 1 and Step 2 Self Studies
– Basic Electricity Section of Service Planner
Correspondence Course
– Transformer and Metering Manual
PDP
– Exemplary (E): Minimum average score 90%
– Commendable (C): Average score 80-89%
– Needs Improvement (NI): Average score <80%
November 2011
SCE Internal Use Only
TDBU Technical Services, TDBU Training
SOUTHERN CALIFORNIA EDISON®
SM
Self-Study Assignments for Trainees
Accident Prevention Manual
June 24, 2010
Tariff Rules & Rates
June 30, 2010
Material Recognition
July 2, 2010
Basic Electricity (SPCC Sect. 2)
July 8, 2010
DDS 7,8,11
July 12, 2010
ESR
July 20, 2010
Land Asset Management
July 26, 2010
Temporary Power
August 3, 2010
Transformer & Metering Manual
September 22, 2010
**Ample time will be provided during working hours to complete the self studies**
November 2011
SCE Internal Use Only
TDBU Technical Services, TDBU Training
SOUTHERN CALIFORNIA EDISON®
SM
Step Assessments
Must pass all step assessments
(one retest each)
Standardized testing materials/aides
Controlled time limits, break periods, and
systems access
November 2011
SCE Internal Use Only
TDBU Technical Services, TDBU Training
SOUTHERN CALIFORNIA EDISON®
SM
Step Assessments
Written
Performance
Pass or Fail
Retest
Vacations
November 2011
SCE Internal Use Only
TDBU Technical Services, TDBU Training
SOUTHERN CALIFORNIA EDISON®
SM
Step Assessments
Testing Environment
Testing Security
Lunch
November 2011
SCE Internal Use Only
TDBU Technical Services, TDBU Training
SOUTHERN CALIFORNIA EDISON®
SM
Written Assessments
 Basic Electricity
 Organization/ Position Responsibilities
 Construction Standards, Methods, Materials
 Maps & Drawing
 Computer Systems
 Regulations and Standards
 Procedures: Preparations & Scheduling
 Forms, Contracts Worksheets & Letters
November 2011
SCE Internal Use Only
TDBU Technical Services, TDBU Training
SOUTHERN CALIFORNIA EDISON®
SM
Performance Assessments
 Step 1 – Meter Service Request
 Step 2 – Residential Rule 16 Work Orders
 Step 3 – Commercial Work & Rule 15 Work Orders
November 2011
SCE Internal Use Only
TDBU Technical Services, TDBU Training
SOUTHERN CALIFORNIA EDISON®
SM
Pass or Fail
Written Assessments
– 80% will be minimum passing
grade
Performance Assessments
– 70% will be minimum passing
grade
November 2011
SCE Internal Use Only
TDBU Technical Services, TDBU Training
SOUTHERN CALIFORNIA EDISON®
SM
Retest
One retest per assessment type
Retest failure results in:
– Internal – 90 days to find new job
– External - Termination
November 2011
SCE Internal Use Only
TDBU Technical Services, TDBU Training
SOUTHERN CALIFORNIA EDISON®
SM
Vacation
No vacations are granted during
testing periods
Testing period = 4 week time frame
from first test date
November 2011
SCE Internal Use Only
TDBU Technical Services, TDBU Training
SOUTHERN CALIFORNIA EDISON®
SM
RE-TEST
WRITTEN
RE-TEST
PERFORMANCE
November 2011
SCE Internal Use Only
TDBU Technical Services, TDBU Training
SOUTHERN CALIFORNIA EDISON®
SM
OJT
After 9-month classroom training, you’ll report to
work location to complete OJT.
Field Supervisor completes Planner 1 field
evaluation checklist on assigned trainees.
3-month formal OJT period.
Must successfully complete all check-offs in order
to graduate from the training program and receive
final step increase.
Any check-off deficiencies addressed through PDP
and performance feedback.
November 2011
SCE Internal Use Only
TDBU Technical Services, TDBU Training
SOUTHERN CALIFORNIA EDISON®
SM
Feedback Meetings
 Scheduled mid-step and end-of-step
 Facilitates transition between training and the job.
 Review performance and formally communicate expectations
for improvement.
 Those who maintain a satisfactory level of performance across
all dimensions will be eligible for an end-of-step increase. Step 3
increase will be granted upon completion of formal OJT period.
 Those who are consistent in not meeting expectations could
face disciplinary action, including having the step increase
withheld.
November 2011
SCE Internal Use Only
TDBU Technical Services, TDBU Training
SOUTHERN CALIFORNIA EDISON®
SM
Trainer / Instructor Role
Provides instruction
Maintains control of the classroom
Monitors daily performance and communicates
with Supervisor
Provides final “report card” for trainees when they
are released to the field for OJT
Remain available for student and Supervisor
support during OJT.
November 2011
SCE Internal Use Only
TDBU Technical Services, TDBU Training
SOUTHERN CALIFORNIA EDISON®
SM
Supervisor Role
Participate in meetings with SPDP participants in
class at mid-step and end-of-step.
Respond to training’s request for action/support
between meetings.
Monitor and document OJT performance.
Make the final decision regarding graduation from
training.
November 2011
SCE Internal Use Only
TDBU Technical Services, TDBU Training
SOUTHERN CALIFORNIA EDISON®
SM
Graduating SPDP Requirements
 Pass the Written and Performance tests for each
Step
 Complete all assignments on time
 Participate in class
 Maintain a satisfactory PDP rating
 Pass OJT
 18 month residency begins at graduation
November 2011
SCE Internal Use Only
TDBU Technical Services, TDBU Training
SOUTHERN CALIFORNIA EDISON®
SM
Performance Model
Attendance &
Punctuality
Participation &
Cooperation
Self-Study
and
Quizzes
Knowledge Tests
and Performance
Exercises
Field Evaluation
Training
Performance
Evaluation
EDISON INTERNATIONAL®
SM
Q & A Session
November 2011
SCE Internal Use Only
TDBU Technical Services, TDBU Training
SOUTHERN CALIFORNIA EDISON®