Energy Service Company Electronic Data Interchange (EDI)

All energy service companies/marketers participating in our service territory must be electronic data interchange-certified by completing Phase III EDI testing (DOC). Testing includes the exchange of connectivity information, submission of a Statement of EDI Readiness, connectivity testing, and transaction set testing.

Phase I Testing & Certification

Utilities and energy service companies/marketers are required to obtain EDI Phase I Certification from the New York Public Service Commission Staff by successfully meeting Phase I test standards outlined in the New York EDI Technical Operating Profile and related documents.

NYPSC EDI Phase I Testing and Certification

Schedule for EDI Phase III Testing

Orange & Rockland schedules EDI Phase III testing on an as-needed basis. Once you’ve completed Phase III EDI transaction testing and are certified, you’ll proceed to an EDI Production environment and use those EDI transaction sets.

Testing Approach

Our Testing Approach document is posted below. All coordination and correspondence for Phase III EDI testing should be directed to our Retail Access Department.

  • O&R Connectivity Profile (DOC) —Contains O&R's profile settings and test coordinators' contact information

  • Statement of EDI Readiness (DOC) —All energy service companies/marketers are required to sign and submit an original copy of the Statement of EDI Readiness to O&R, prior to Phase III certification testing

  • Testing Approach (DOC) —Outlines the scope, approach, timing, and requirements for Phase III EDI certification testing with O&R

Supplemental Guidelines

Supplemental guidelines provide additional information about specific data segments in each transaction and our use of conditional and optional data segments. Supplemental guidelines are available for the following transactions: