12-Month Service Planner Development Program ( SPDP )

1. 12-Month Service Planner Development Program (SPDP) Southern California Edison Service Planner Training

2. Ray Torres Steve Kerman Roger Auchard Dave Diller Dave Freeman Jim Becker Steve Nall Tom Smith Tricia Sells Angie Camarena Lorie Madison Introduction of Training Staff

3. 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

4. SPDP Steps – Planner 1 Step 4: Field Experience (OJT) Step 3: Commercial & Rule 15 Work Orders 3 Months Step 2: Residential Rule 16 Work Orders 3 Months 3 Months Step 1: Meter Request 3 Months

5. New Employee Orientation System Training (Lotus Notes, DM, AUD, Timekeeping, etc.) Material Recognition Meter Process SCE Manuals: Distribution Design Standards (DDS) Electrical Service Requirements (ESR) State Laws Project Managing Topics for Training

6. 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

7. 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

8. 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

9. 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.

10. 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

11. 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.

12. Business Casual Dress Code

13. 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.

14. Performance Goals Attendance / Punctuality Participation / Teamwork Step Assessments Self-Study Field Evaluations Competencies Accountability for Outcomes Building Relationships Working Efficiently Personal Development Plan - PDP

15. 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.

16. 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

17. Participation / Teamwork • Scale of 1-7 • Exemplary (E): Average score 6-7 • Commendable (C): Average score 3-5 • Needs Improvement (NI):Average >2

18. 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

19. Self-StudyRequirements • 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%

20. Self-Study Assignments for Trainees **Ample time will be provided during working hours to complete the self studies**

21. Step Assessments • Must pass all step assessments(one retest each) • Standardized testing materials/aides • Controlled time limits, break periods, and systems access

22. Written Performance Pass or Fail Retest Vacations Step Assessments

23. Testing Environment Testing Security Lunch Step Assessments

24. 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

25. Step 1 – Meter Service Request Step 2 – Residential Rule 16 Work Orders Step 3 – Commercial Work & Rule 15 Work Orders Performance Assessments

26. Written Assessments 80% will be minimum passing grade Performance Assessments 70% will be minimum passing grade Pass or Fail

27. One retest per assessment type Retest failure results in: Internal – 90 days to find new job External - Termination Retest

28. No vacations are granted during testing periods Testing period = 4 week time frame from first test date Vacation

29. RE-TEST WRITTEN RE-TESTPERFORMANCE

30. 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.

31. 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.

32. 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.

33. 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.

34. 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

35. Performance Model Attendance & Punctuality Knowledge Tests and Performance Exercises Field Evaluation Participation & Cooperation Self-Study and Quizzes Training Performance Evaluation

36. Q & A Session