Southern California Edison Revised Cal. PUC Sheet No. 60626-E Rosemead, California (U 338-E) Cancelling Revised Cal. PUC Sheet No. 58142-E PRELIMINARY STATEMENT Sheet 1 CC. Statewide Marketing, Education & Outreach Balancing Account (SME&OBA) 1. Purpose The purpose of the Statewide Marketing, Education & Outreach Balancing Account (SME&OBA) is to record the difference between the Commission-authorized Statewide Marketing, Education & Outreach (ME&O) funding and the actual recorded Statewide ME&O costs. Pursuant to D. 13-04-021, the SME&OBA is a one-way balancing account. The Statewide ME&O recorded costs are to be tracked separately in energy efficiency and demand response sub-accounts in the SMEO&BA. 2. Definitions a) Authorized Statewide ME&O Funding Level: The Authorized Funding Level for Statewide ME&O programs is the amount authorized by the Commission to be reflected in the Public Purpose Programs Charge (PPPC) rate levels pursuant to D.13-04-021, D.13-12-038, D.14-12-026, D.15-11-033, D.15-08-033, and D. 16-09-020. The amounts below exclude Franchise Fees and Uncollectible Accounts (FF&U) expense. Effective Date Statewide ME&O Authorized Funding Level ($million) Flex Alert Demand Response Energy Efficiency Total April 18, 2013 $6.000 - - $6.000 January 1, 2014 $6.000 $1.600 $5.400 $13.000 January 1, 2015 $6.000 $1.600 $5.400 $13.000 Jan 1, '16-Dec 31, 16 - $1.600 $6.100 $7.700 Oct 1, 16-Sept 30, 17 - $1.444 $5.504 $6.948 b) Interest Rate: The Interest Rate shall be the most recent annual interest rate of the Federal Reserve three-month Commercial Paper Rate Non-Financial, from Federal Reserve Statistical Release H.15 (expressed as an annual rate). If an annual non-financial interest rate is not published, SCE shall use the annual Federal Reserve three-month Commercial Paper Rate Financial. Advice 3508-E-A Caroline Choi Date Filed Dec 15, 2016 Decision 16-09-020 Senior Vice President Effective Dec 15, 2016 1H11
Southern California Edison Revised Cal. PUC Sheet No. 58142-E Rosemead, California (U 338-E) Cancelling Revised Cal. PUC Sheet No. 58230-E PRELIMINARY STATEMENT Sheet 1 CC. Statewide Marketing, Education & Outreach Balancing Account (SME&OBA) 1. Purpose The purpose of the Statewide Marketing, Education & Outreach Balancing Account (SME&OBA) is to record the difference between the Commission-authorized Statewide Marketing, Education & Outreach (ME&O) funding and the actual recorded Statewide ME&O costs. Pursuant to D. 13-04-021, the SME&OBA is a one-way balancing account. The Statewide ME&O recorded costs are to be tracked separately in energy efficiency and demand response sub-accounts in the SMEO&BA. 2. Definitions a) Authorized Statewide ME&O Funding Level: The Authorized Funding Level for Statewide ME&O programs is the amount authorized by the Commission to be reflected in the Public Purpose Programs Charge (PPPC) rate levels pursuant to D.13-04-021, D.13-12-038, D.14-12-026, D.15-11-033, and D.15-08-033. The amounts below exclude Franchise Fees and Uncollectible Accounts (FF&U) expense. Effective Date Statewide ME&O Authorized Funding Level ($000) Flex Alert Demand Response Energy Efficiency Total April 18, 2013 $6.0 million - - $6.0 million January 1, 2014 $6.0 million $1.6 million $5.4 million $13.0 million January 1, 2015 $6.0 million $1.6 million $5.4 million $13.0 million January 1, 2016 - $1.6 million $6.1 million $7.7 million b) Interest Rate: The Interest Rate shall be the most recent annual interest rate of the Federal Reserve three-month Commercial Paper Rate Non-Financial, from Federal Reserve Statistical Release H.15 (expressed as an annual rate). If an annual non-financial interest rate is not published, SCE shall use the annual Federal Reserve three-month Commercial Paper Rate Financial. Advice 3328-E R.O. Nichols Date Filed Dec 18, 2015 Decision 15-11-033 Senior Vice President Effective Jan 1, 2016 1H11
Southern California Edison Revised Cal. PUC Sheet No. 58230-E Rosemead, California (U 338-E) Cancelling Revised Cal. PUC Sheet No. 55888-E PRELIMINARY STATEMENT Sheet 1 CC. Statewide Marketing, Education & Outreach Balancing Account (SME&OBA) 1. Purpose The purpose of the Statewide Marketing, Education & Outreach Balancing Account (SME&OBA) is to record the difference between the Commission-authorized Statewide Marketing, Education & Outreach (ME&O) funding and the actual recorded Statewide ME&O costs. Pursuant to D.13-04-021, the SME&OBA is a one-way balancing account. The Statewide ME&O recorded costs are to be tracked separately in energy efficiency and demand response sub-accounts in the SMEO&BA. 2. Definitions a) Authorized Statewide ME&O Funding Level: The Authorized Funding Level for Statewide ME&O programs is the amount authorized by the Commission to be reflected in the Public Purpose Programs Charge (PPPC) rate levels pursuant to D.13-04-021, D.13-12-038, D.14-12-026, D.15-11-033, and D.15-08-033. The amounts below exclude Franchise Fees and Uncollectible Accounts (FF&U) expense. Effective Date Statewide ME&O Authorized Funding Level ($000) Flex Alert Demand Response Energy Efficiency Total April 18, 2013 $6.0 million - - $6.0 million January 1, 2014 $6.0 million $1.6 million $5.4 million $13.0 million January 1, 2015 $6.0 million $1.6 million $5.4 million $13.0 million January 1, 2016 - $1.6 million $6.1 million $7.7 million b) Interest Rate: The Interest Rate shall be the most recent annual interest rate of the Federal Reserve three-month Commercial Paper Rate Non-Financial, from Federal Reserve Statistical Release H.15 (expressed as an annual rate). If an annual non-financial interest rate is not published, SCE shall use the annual Federal Reserve three-month Commercial Paper Rate Financial. Advice 3319-E-A R.O. Nichols Date Filed Dec 23, 2015 Decision Senior Vice President Effective Jan 1, 2016 1H19
Southern California Edison Revised Cal. PUC Sheet No. 60627-E Rosemead, California (U 338-E) Cancelling Revised Cal. PUC Sheet No. 58231-E PRELIMINARY STATEMENT Sheet 2 CC. Statewide Marketing, Education & Outreach Balancing Account (SME&OBA) 3. Operation of the SME&OBA a. On a monthly basis, entries to the SME&OBA shall be determined as follows: 1) A credit entry equal to the Authorized Statewide ME&O Funding Level divided by twelve; 2) A debit entry equal to costs recorded in the Demand Response sub-account which shall include all Demand Response Statewide ME&O activities as authorized by the Commission, including costs related to the Flex Alert program; 3) A debit entry equal to costs recorded in the Energy Efficiency sub-account which shall include all Energy Efficiency Statewide ME&O activities (including Statewide Energy Savings Assistance (ESA)-related activities) as authorized by the Commission; 4) A debit or credit entry equal to any other costs as authorized by the Commission for recovery in the SME&OBA; and 5) Interest calculated by applying the Interest Rate to the average of the beginning-of-year and end-of year balances. Due to the one-way nature of the SME&OBA, interest expense shall only be calculated when the average balance in the SMEO&BA is a negative (under-expended) amount. Annual interest amounts shall be immediately returned to customers by transferring such amounts to the Public Purpose Programs Adjustment Mechanism (PPPAM). The sum of (1) through (5) equals the activity recorded in the SME&OBA each month. b. Carry-Over Amounts: Any unspent portion of the Authorized Statewide ME&O Funding Level as of December 31 shall be carried over in the SME&OBA into the following year. c. Carry- Forward Amounts: Any Statewide ME&O costs recorded as of December 31, in excess of the Authorized Statewide ME&O Funding Level shall be carried forward in the SME&OBA into the following year. SCE shall not seek rate recovery of any overexpenditure of the Authorized Statewide ME&O Funding Levels remaining in the SME&OBA at the end of 2017. Advice 3508-E-A Caroline Choi Date Submitted Dec 15, 2016 Decision 16-09-020 Senior Vice President Effective Dec 15, 2016 2H7
Southern California Edison Revised Cal. PUC Sheet No. 58231-E Rosemead, California (U 338-E) Cancelling Revised Cal. PUC Sheet No. 55061-E PRELIMINARY STATEMENT Sheet 2 CC. Statewide Marketing, Education & Outreach Balancing Account (SME&OBA) 3. Operation of the SME&OBA a. On a monthly basis, entries to the SME&OBA shall be determined as follows: 1) A credit entry equal to the Authorized Statewide ME&O Funding Level divided by twelve; 2) A debit entry equal to costs recorded in the Demand Response sub-account which shall include all Demand Response Statewide ME&O activities as authorized by the Commission, including costs related to the Flex Alert program; 3) A debit entry equal to costs recorded in the Energy Efficiency sub-account which shall include all Energy Efficiency Statewide ME&O activities (including Statewide Energy Savings Assistance (ESA)-related activities) as authorized by the Commission; 4) A debit or credit entry equal to any other costs as authorized by the Commission for recovery in the SME&OBA; and 5) Interest calculated by applying the Interest Rate to the average of the beginning-of-year and end-of year balances. Due to the one-way nature of the SME&OBA, interest expense shall only be calculated when the average balance in the SMEO&BA is a negative (under-expended) amount. Annual interest amounts shall be immediately returned to customers by transferring such amounts to the Public Purpose Programs Adjustment Mechanism (PPPAM). The sum of (1) through (5) equals the activity recorded in the SME&OBA each month. b. Carry-Over Amounts: Any unspent portion of the Authorized Statewide ME&O Funding Level as of December 31, 2013, December 31, 2014, and December 31, 2015 shall be carried over in the SME&OBA into 2014, 2015, and 2016, respectively. c. Carry- Forward Amounts: Any Statewide ME&O costs recorded as of December 31, 2015 in excess of the Authorized Statewide ME&O Funding Level shall be carried forward in the SME&OBA into 2016. SCE shall not seek rate recovery of any over-expenditure of the Authorized Statewide ME&O Funding Levels remaining in the SME&OBA at the end of 2016. Advice 3319-E-A R.O. Nichols Date Filed Dec 23, 2015 Decision Senior Vice President Effective Jan 1, 2016 2H19
Southern California Edison Revised Cal. PUC Sheet No. 60628-E Rosemead, California (U 338-E) Cancelling Revised Cal. PUC Sheet No. 58888-E PRELIMINARY STATEMENT Sheet 3 CC. Statewide Marketing, Education & Outreach Balancing Account (SME&OBA) 4. Statewide ME&O Program Rate Recovery The Authorized Statewide ME&O Funding Level shall be included in the PPPAM with rate recovery through the PPPC rate levels. SCE shall not seek rate recovery of any over-expenditure of the Authorized Statewide ME&O Funding Level remaining in the SME&OBA at the end of 2017. a) Any under-expended amounts at the end of 2017 shall be addressed in SCE s April 1, 2018, ERRA Review application. 5. Review Procedures SCE will include the recorded operation of the SME&OBA in SCE s Annual Energy Resource Recovery Account (ERRA) review applications for Commission approval of the recorded amounts and to ensure that the entries made in the SME&OBA are stated correctly and are consistent with Commission decisions. i) In that application, SCE will set forth the disposition of any over-collection remaining in the account at the end of 2017. SCE shall provide a quarterly report showing the activity in the SME&OBA to the CPUC s Energy Division. Advice 3508-E-A Caroline Choi Date Submitted Dec 15, 2016 Decision 16-09-020 Senior Vice President Effective Dec 15, 2016 3H7
Southern California Edison Revised Cal. PUC Sheet No. 58888-E Rosemead, California (U 338-E) Cancelling Revised Cal. PUC Sheet No. 58232-E PRELIMINARY STATEMENT Sheet 3 CC. Statewide Marketing, Education & Outreach Balancing Account (SME&OBA) 4. Statewide ME&O Program Rate Recovery The Authorized Statewide ME&O Funding Level shall be included in the PPPAM with rate recovery through the PPPC rate levels. SCE shall not seek rate recovery of any over-expenditure of the Authorized Statewide ME&O Funding Level remaining in the SME&OBA at the end of 2016. Any under-expended amounts at the end of 2016 shall be returned to customers by crediting the PPPAM. 5. Review Procedures SCE will include the recorded operation of the SME&OBA in SCE s Annual Energy Resource Recovery Account (ERRA) review applications for Commission approval of the recorded amounts and to ensure that the entries made in the SME&OBA are stated correctly and are consistent with Commission decisions. SCE shall provide a quarterly report showing the activity in the SME&OBA to the CPUC s Energy Division. Advice 3381-E R.O. Nichols Date Filed Mar 17, 2016 Decision Senior Vice President Effective Apr 16, 2016 3H11
Southern California Edison Revised Cal. PUC Sheet No. 58232-E Rosemead, California (U 338-E) Cancelling Revised Cal. PUC Sheet No. 53672-E PRELIMINARY STATEMENT Sheet 3 CC. Statewide Marketing, Education & Outreach Balancing Account (SME&OBA) 4. Statewide ME&O Program Rate Recovery The Authorized Statewide ME&O Funding Level shall be included in the PPPAM with rate recovery through the PPPC rate levels. SCE shall not seek rate recovery of any over-expenditure of the Authorized Statewide ME&O Funding Level remaining in the SME&OBA at the end of 2016. Any under-expended amounts at the end of 2016 shall be returned to customers by crediting the PPPAM. 5. Review Procedures SCE will include the recorded operation of the SME&OBA in SCE s Annual Energy Resource Recovery Account (ERRA) review applications for Commission approval of the recorded amounts and to ensure that the entries made in the SME&OBA are stated correctly and are consistent with Commission decisions. SCE shall provide a monthly report showing the activity in the SME&OBA to the CPUC s Energy Division within 30 days of the end of each quarter. Advice 3319-E-A R.O. Nichols Date Filed Dec 23, 2015 Decision Senior Vice President Effective Jan 1, 2016 3H19