Details for: 4178-E (Part 1 of 1).pdf


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Gary A. Stern, Ph.D.
Managing Director, State Regulatory Operations

March 24, 2020
ADVICE 4178-E
(U 338-E)
PUBLIC UTILITIES COMMISSION OF THE STATE OF CALIFORNIA
ENERGY DIVISION
Modifications to SCE’s Generation-Related Ratemaking
Accounts in Accordance with Decision 18-10-019

SUBJECT:

Southern California Edison Company (SCE) hereby submits to the California Public
Utilities Commission (Commission or CPUC) the following changes to its tariffs. The
revised tariff sheets are listed on Attachment A and are attached hereto.
PURPOSE
The purpose of this advice letter is to modify SCE’s generation-related ratemaking
accounts to record applicable Balancing Account (BA) and Memorandum Account (MA)
transfers directly to the Portfolio Allocation Balancing Account (PABA) and to make
other clean-up edits to these accounts. SCE also proposes to modify its PABA to allow
for the recording and recovery of costs associated with Reliability Coordinator (RC)
services performed by the California Independent System Operator’s (CAISO) RC West
entity, as further described below.
BACKGROUND
On October 19, 2018, the Commission issued Decision (D.)18-10-019 (or the Decision),
which adopted modifications to the Power Charge Indifference Adjustment (PCIA)
methodology in response to concerns that the existing PCIA cost allocation was
resulting in unlawful cost-shifting between bundled service and departing load
customers. Ordering Paragraph (OP) 7 of the Decision directed each Investor-Owned
Utility (IOU)1 to submit a Tier 2 advice letter to establish a PABA with subaccounts for
each vintaged portfolio to account for billed revenues, generation resource costs, net
CAISO market revenues associated with energy and ancillary services, and imputed
revenues associated with the Renewables Portfolio Standard (RPS) and Resource
Adequacy (RA) adders. Additionally, OP 8 of the Decision required the IOUs to modify
their Energy Resource Recovery Account (ERRA) balancing accounts and any other
1

The IOUs include SCE, Pacific Gas and Electric Company (PG&E), and San Diego Gas &
Electric Company (SDG&E).

P.O. Box 800

8631 Rush Street

Rosemead, California 91770

(626) 302-9645

Fax (626) 302-6396





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ADVICE 4178-E (U 338-E) -2- March 24, 2020 balancing accounts, as necessary, to be consistent with the PABA vintaged subaccount structure adopted in the Decision. Accordingly, on December 10, 2018, SCE submitted Advice 3914-E to establish the PABA as Preliminary Statement Part WW, and additionally modify the existing ERRA BA Preliminary Statement Part ZZ and Base Revenue Requirement Balancing Account (BRRBA) Preliminary Statement Part YY in accordance with the Decision. The Commission’s Energy Division approved Advice 3914-E on May 3, 2019 with a January 1, 2019 effective date. DISCUSSION UOG AGBRR Transfers In Advice 3914-E, SCE modified its BRRBA Preliminary Statement Part YY to move recovery of the Authorized Generation Base Revenue Requirement (AGBRR)2 associated with SCE’s Utility-Owned Generation (UOG) from the generation subaccount of the BRRBA to the PABA.3 Consistent with the direction provided in the Decision,4 the intent of this change, as stated in Advice 3914-E, was to modify the generation subaccount of the BRRBA such that, going-forward, it would only record the revenue requirement associated with non-UOG items (e.g., generation-related Demand Response (DR) programs).5 However, entries from other balancing and memorandum accounts that are related to the AGBRR are still being recorded first in the generation subaccount of the BRRBA and then transferred to the PABA. To effectuate the intent of the modifications made in Advice 3914-E and streamline accounting processes, SCE proposes to further modify the BRRBA, PABA and other applicable balancing and memorandum accounts to record these transfers directly to the PABA, instead of first to the BRRBA. These include the AGBRR-related portions of the following transfers, which have already been authorized for recovery through the operation of the PABA: • • • • 2 3 4 5 The annual transfer of the December 31 balance in the Generation Subaccount of the Pension Costs Balancing Account (PCBA); The annual transfer of the December 31 balance in the Generation Subaccount of the Post-Employment Benefits Other Than Pensions (PBOP) Costs Balancing Account (PBOP Costs BA); The annual transfer of the December 31 generation-related balance in the ShortTerm Incentive Programs Memorandum Account (STIPMA); The annual transfer of the December 31 balance in the Generation Subaccount of the Medical Programs Balancing Account (MPBA); and, This is the General Rate Case (GRC)-authorized revenue requirement associated with SCE’s UOG. Advice 3914-E, p. 7. Decision, pp. 45-54, Conclusion of Law 12. Advice 3914-E, p. 7.
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ADVICE 4178-E (U 338-E) • -3- March 24, 2020 The annual transfer of the generation-related balance in the Tax Accounting Memorandum Account (TAMA). Finally, although not explicitly addressed in Advice 3914-E, upon review and to comply with Conclusion of Law 12 in D.18-10-019,6 SCE proposes to record the environmental mitigation costs associated with the Four Corners Generating Station in the Legacy UOG subaccount of the PABA since these costs also relate to the UOG AGBRR.7 Reliability Coordinator (RC) Costs The CAISO’s RC West entity serves as the RC for SCE and for other Load-Serving Entities (LSEs) within SCE’s service territory. The purpose of the RC is to oversee grid compliance with federal and regional grid standards and to determine measures to prevent or mitigate system emergencies in day-ahead and real-time operations (e.g., prevent system blackouts). Historically, SCE has recorded and recovered the costs associated with this service, which are calculated and billed by RC West based on bundled load data, through its ERRA BA.8 However, to mitigate unlawful cost shifting between bundled service and departing load customers, SCE now proposes to begin recording and recovering these costs through the vintaged subaccounts of the PABA. This is because RC West calculates current year charges using bundled load data from two years prior (e.g., SCE’s 2020 RC charges are calculated by RC West using 2018 bundled load data). As such, it is SCE’s understanding that other LSEs within its service territory do not compensate RC West for the RC services provided during their initial two years of operation and then there is always a two-year lag for the load on which the charges are calculated and billed for all LSEs. For these reasons, SCE proposes to modify its PABA preliminary statement to allow for the recording and recovery of the RC West charges via the PABA subaccount that aligns with the “Trade Date” year (e.g., 2018 is the Trade Date year for 2020) because the load used to calculate the charge is based on the Trade Date year. This will prevent the unlawful shifting of costs from departing load customers to bundled service customers on a going-forward basis, since, absent this change, bundled service customers are being overcharged (relative to departing load customers) for RC services that benefit both bundled service and departing load customers.9 6 7 8 9 D.18-10-019, Conclusion of Law 12: “Including the costs of pre-2002 Legacy UOG within the PCIA is consistent with AB 117 and SB 350.” These costs currently record to the generation subaccount of the BRRBA. These are billed as CAISO Charge Code 5705 expenses. Charges billed to SCE for 2020 are approximately $6 million. SCE’s preference would be for CAISO to revise its billing practices as they relate to its RC West entity and bill for RC services based on current year bundled load. Should the CAISO at some point make that change, SCE would then request to modify its applicable preliminary statements to once again have these charges recorded and recovered in its ERRA BA.
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ADVICE 4178-E (U 338-E) -4- March 24, 2020 Clean-Up Items In reviewing the BRRBA preliminary statement, SCE determined that certain entries currently referenced in the generation subaccount are no longer necessary and can be removed, as follows: • • • Four entries related to the San Onofre Nuclear Generating Station (SONGS) Settlement Agreement, which were implemented in rates on August 27, 2018 through September 30, 2018;10 One entry that referenced amounts related to SCE’s share of the incremental Operation and Maintenance (O&M) expenses associated with the SONGS 2 and 3 seismic programs/projects;11 and, One entry that referenced amounts related to the SONGS Unit 2 Refueling Outage 2012 recorded costs in compliance with D.14-11-040, which has already been completed. PROPOSED TARIFF CHANGES In accordance with the discussion above, SCE proposes the following changes to its tariffs. Preliminary Statement Part WW – PABA • • • • Section 3.b is modified to reflect the annual transfers from the PCBA, the PBOP Costs BA, the MPBA, the STIPMA and the TAMA. Section 3.g is modified to reflect the Four Corners Generating Station environmental mitigation costs debit entry. Section 3.x is added to reflect the CAISO RC West debit entry. Minor clean-up edits are made to Section 2.d to add “Balancing Account” after “Energy Resource Recovery Account (ERRA)” and to update the advice letter that contains the currently-effective Billed Revenue Allocation Table (BRAT). Preliminary Statement Part YY – BRRBA • • • 10 11 Sections 5.A.5, 5.A.6, 5.A.7 and 5.A.8 related to the implemented SONGS Settlement Agreement are removed. Section 5.A.9 related to the completed SONGS seismic program/projects is removed. Sections 5.A.11, 5.A.12, 5.A.13, 5.A.14 and 5.A.16 related to the AGBRR are See Advice 3838-E/E-A. See D.12-05-004. All work and invoicing associated with this 2012 decision has been completed and invoiced.
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ADVICE 4178-E (U 338-E) • • -5- March 24, 2020 removed and added to the PABA preliminary statement. Section 5.A.15 related to the completed SONGS 2012 refueling outage is removed. The remaining entries in the generation subaccount are renumbered as (1) through (6). Preliminary Statement Part OO – PCBA • Section 4, Disposition of the PCBA Balance, is modified to reflect that balances in the Distribution Subaccount of the PCBA as of December 31 will continue to transfer to the Distribution Subaccount of the BRRBA, and balances in the Generation Subaccount of the PCBA as of December 31 will transfer to the Legacy UOG and 2004-2009 Subaccounts of the PABA. Preliminary Statement Part PP – PBOP Costs BA • Section 4, Disposition of the PBOP Costs BA Balance, is modified to reflect that balances in the Distribution Subaccount of the PBOP Costs BA as of December 31 will continue to transfer to the Distribution Subaccount of the BRRBA, and balances in the Generation Subaccount of the PBOP Costs BA as of December 31 will transfer to the Legacy UOG and 2004-2009 Subaccounts of the PABA. Preliminary Statement Part VV – MPBA • Section 4, Disposition of the MPBA Balance, is modified to reflect that balances in the Distribution Subaccount of the MPBA as of December 31 will continue to transfer to the Distribution Subaccount of the BRRBA, and balances in the Generation Subaccount of the MPBA as of December 31 will transfer to the Legacy UOG and 2004-2009 Subaccounts of the PABA. Preliminary Statement Part N(8) – STIPMA • The STIPMA is modified to reflect that non-generation-related balances will continue to annually be transferred to the Distribution Subaccount of the BRRBA, and generation-related balances will annually be transferred to the Legacy UOG and 2004-2009 Subaccounts of the PABA.
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ADVICE 4178-E (U 338-E) -6- March 24, 2020 Preliminary Statement Part N(38) – TAMA • Section d, Disposition, is modified to reflect that non-generation-related balances will continue to annually be transferred to the Distribution Subaccount of the BRRBA, and generation-related balances will annually be transferred to the Legacy UOG and 2004-2009 Subaccounts of the PABA. No cost information is required for this advice letter. This advice letter will not increase any rate or charge, cause the withdrawal of service, or conflict with any other schedule or rule. TIER DESIGNATION Pursuant to General Order (GO) 96-B, Energy Industry Rule 5.2, this advice letter is submitted with a Tier 2 designation. EFFECTIVE DATE This advice letter will become effective on April 23, 2020, the 30th calendar day after the date submitted. NOTICE Anyone wishing to protest this advice letter may do so by letter via U.S. Mail, facsimile, or electronically, any of which must be received no later than 20 days after the date of this advice letter. Protests should be submitted to: CPUC, Energy Division Attention: Tariff Unit 505 Van Ness Avenue San Francisco, California 94102 E-mail: EDTariffUnit@cpuc.ca.gov Copies should also be mailed to the attention of the Director, Energy Division, Room 4004 (same address above). In addition, protests and all other correspondence regarding this advice letter should also be sent by letter and transmitted via facsimile or electronically to the attention of:
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ADVICE 4178-E (U 338-E) -7- March 24, 2020 Gary A. Stern, Ph.D. Managing Director, State Regulatory Operations Southern California Edison Company 8631 Rush Street Rosemead, California 91770 Telephone (626) 302-9645 Facsimile: (626) 302-6396 E-mail: AdviceTariffManager@sce.com Laura Genao Managing Director, State Regulatory Affairs c/o Karyn Gansecki Southern California Edison Company 601 Van Ness Avenue, Suite 2030 San Francisco, California 94102 Facsimile: (415) 929-5544 E-mail: Karyn.Gansecki@sce.com There are no restrictions on who may submit a protest, but the protest shall set forth specifically the grounds upon which it is based and must be received by the deadline shown above. In accordance with General Rule 4 of GO 96-B, SCE is serving copies of this advice letter to the interested parties shown on the attached GO 96-B, R.17-06-026, I.12-10-013 and A.16-04-001 service lists. Address change requests to the GO 96-B service list should be directed by electronic mail to AdviceTariffManager@sce.com or at (626) 302-3719. For changes to all other service lists, please contact the Commission’s Process Office at (415) 703-2021 or by electronic mail at Process_Office@cpuc.ca.gov. Further, in accordance with Public Utilities Code Section 491, notice to the public is hereby given by submitting and keeping the advice letter at SCE’s corporate headquarters. To view other SCE advice letters submitted with the Commission, log on to SCE’s web site at https://www.sce.com/wps/portal/home/regulatory/advice-letters. For questions, please contact Erin Pulgar at (626) 302-2509 or by electronic mail at erin.pulgar@sce.com. Southern California Edison Company /s/ Gary A. Stern Gary A. Stern, Ph.D. GAS:ep:cm Enclosures
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ADVICE LETTER SUMMARY ENERGY UTILITY MUST BE COMPLETED BY UTILITY (Attach additional pages as needed) Company name/CPUC Utility No.: Southern California Edison Company (U 338-E) Utility type: ELC GAS PLC HEAT ELC = Electric PLC = Pipeline WATER Contact Person: Darrah Morgan Phone #: (626) 302-2086 E-mail: AdviceTariffManager@sce.com E-mail Disposition Notice to: AdviceTariffManager@sce.com EXPLANATION OF UTILITY TYPE GAS = Gas WATER = Water HEAT = Heat (Date Submitted / Received Stamp by CPUC) Tier Designation: 2 Advice Letter (AL) #: 4178-E Subject of AL: Modifications to SCE's Generation-Related Ratemaking Accounts in Accordance with Decision 18-10-019 Keywords (choose from CPUC listing): Compliance AL Type: Monthly Quarterly Annual One-Time Other: If AL submitted in compliance with a Commission order, indicate relevant Decision/Resolution #: Decision 18-10-019 Does AL replace a withdrawn or rejected AL? If so, identify the prior AL: Summarize differences between the AL and the prior withdrawn or rejected AL: Confidential treatment requested? Yes No If yes, specification of confidential information: Confidential information will be made available to appropriate parties who execute a nondisclosure agreement. Name and contact information to request nondisclosure agreement/ access to confidential information: Resolution required? Yes No Requested effective date: 4/23/20 No. of tariff sheets: -18- Estimated system annual revenue effect (%): Estimated system average rate effect (%): When rates are affected by AL, include attachment in AL showing average rate effects on customer classes (residential, small commercial, large C/I, agricultural, lighting). Tariff schedules affected: See Attachment A Service affected and changes proposed1: Pending advice letters that revise the same tariff sheets: None 1 Discuss in AL if more space is needed. Clear Form
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Protests and all other correspondence regarding this AL are due no later than 20 days after the date of this submittal, unless otherwise authorized by the Commission, and shall be sent to: CPUC, Energy Division Attention: Tariff Unit 505 Van Ness Avenue San Francisco, CA 94102 Email: EDTariffUnit@cpuc.ca.gov Name: Gary A. Stern, Ph.D. Title: Managing Director, State Regulatory Operations Utility Name: Southern California Edison Company Address: 8631 Rush Street City: Rosemead Zip: 91770 State: California Telephone (xxx) xxx-xxxx: (626) 302-9645 Facsimile (xxx) xxx-xxxx: (626) 302-6396 Email: advicetariffmanager@sce.com Name: Laura Genao c/o Karyn Gansecki Title: Managing Director, State Regulatory Affairs Utility Name: Southern California Edison Company Address: 601 Van Ness Avenue, Suite 2030 City: San Francisco State: California Zip: 94102 Telephone (xxx) xxx-xxxx: Facsimile (xxx) xxx-xxxx: (415) 929-5544 Email: karyn.gansecki@sce.com Clear Form
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ENERGY Advice Letter Keywords Affiliate Direct Access Preliminary Statement Agreements Disconnect Service Procurement Agriculture ECAC / Energy Cost Adjustment Qualifying Facility Avoided Cost EOR / Enhanced Oil Recovery Rebates Balancing Account Energy Charge Refunds Baseline Energy Efficiency Reliability Bilingual Establish Service Re-MAT/Bio-MAT Billings Expand Service Area Revenue Allocation Bioenergy Forms Rule 21 Brokerage Fees Franchise Fee / User Tax Rules CARE G.O. 131-D Section 851 CPUC Reimbursement Fee GRC / General Rate Case Self Generation Capacity Hazardous Waste Service Area Map Cogeneration Increase Rates Service Outage Compliance Interruptible Service Solar Conditions of Service Interutility Transportation Standby Service Connection LIEE / Low-Income Energy Efficiency Storage Conservation LIRA / Low-Income Ratepayer Assistance Street Lights Consolidate Tariffs Late Payment Charge Surcharges Contracts Line Extensions Tariffs Core Memorandum Account Taxes Credit Metered Energy Efficiency Text Changes Curtailable Service Metering Transformer Customer Charge Customer Owned Generation Mobile Home Parks Name Change Transition Cost Transmission Lines Decrease Rates Non-Core Transportation Electrification Demand Charge Non-firm Service Contracts Transportation Rates Demand Side Fund Nuclear Undergrounding Demand Side Management Oil Pipelines Voltage Discount Demand Side Response PBR / Performance Based Ratemaking Wind Power Deposits Portfolio Withdrawal of Service Depreciation Power Lines Clear Form
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Public Utilities Commission 4178-E Cal. P.U.C. Sheet No. Title of Sheet Attachment A Cancelling Cal. P.U.C. Sheet No. Revised 68885-E Revised 68886-E Revised 68887-E Preliminary Statements N Preliminary Statements N Preliminary Statements N Revised 68136-E Revised 53644-E Revised 57960-E Revised 68888-E Revised 68889-E Revised 68890-E Preliminary Statements OO Preliminary Statements OO Preliminary Statements OO Revised 68137-E Revised 67519-E Revised 44969-E Revised 68891-E Preliminary Statements PP Revised 44972-E Revised 68892-E Preliminary Statements VV Original 44979-E Revised 68893-E Revised 68894-E Revised 68895-E Revised 68896-E Preliminary Statements WW Preliminary Statements WW Preliminary Statements WW Preliminary Statements WW Revised 68101-E Revised 68103-E Revised 68104-E Original 65249-E Revised 68897-E Revised 68898-E Revised 68899-E Preliminary Statements YY Preliminary Statements YY Preliminary Statements YY Revised 65253-E Revised 65257-E Revised 67937-E Revised 68900-E Revised 68901-E Revised 68902-E Table of Contents Table of Contents Table of Contents Revised 68827-E Revised 68500-E Revised 68486-E 1
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Southern California Edison Rosemead, California (U 338-E) Cancelling Revised Revised Cal. PUC Sheet No. Cal. PUC Sheet No. PRELIMINARY STATEMENT 68885-E 68136-E Sheet 9 (Continued) N. MEMORANDUM ACCOUNTS (Continued) 8. Short Term Incentive Programs Memorandum Account The purpose of the Short Term Incentive Programs (STIP) Memorandum Account (STIPMA) is to annually compare the authorized and actual STIP expenses paid out for 2018, 2019 and 2020 and to record the difference pursuant to D.19-05-020. (T) a. SCE shall maintain the STIPMA by making entries at the end of each month as follows: 1. A debit entry for the actual STIP amount paid out after capitalization. 2. A credit entry equal to the result of multiplying the authorized amount for STIP by the applicable (Distribution / Generation) Monthly Distribution Percentages (MDP’s) as set forth in Preliminary Statement YY, Base Revenue Requirement Balancing Account (BRRBA) after capitalization. 3. The STIP Pension and Benefits Capitalization Rate is 45.5% as adopted in D. 19-05-020. Total Company Authorized – STIP Before Capitalization In Thousands 2018 Dollars 6,459 30,425 14,607 25,010 76,501 Generation Transmission & Distribution Customer Service Administrative & General Total Before Capitalization 2019 Dollars 6,655 31,350 15,051 25,428 78,484 2020 Dollars 6,886 32,439 15,574 26,613 81,512 Interest shall accrue monthly by applying one-twelfth of the Federal Reserve three-month Commercial Paper Rate – Non-Financial, from Federal Reserve Statistical Release H.15 (expressed as an annual rate) to the average monthly balance. If in any month a non-financial rate is not published, SCE shall use the Federal Reserve three-month Commercial Paper Rate – Financial. (L) (Continued) (To be inserted by utility) Advice 4178-E Decision 18-10-019 9P7 Issued by Carla Peterman Senior Vice President (To be inserted by Cal. PUC) Date Submitted Mar 24, 2020 Effective Resolution
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Southern California Edison Rosemead, California (U 338-E) Cancelling Revised Revised Cal. PUC Sheet No. Cal. PUC Sheet No. PRELIMINARY STATEMENT N. 68886-E 53644-E Sheet 10 (Continued) MEMORANDUM ACCOUNTS (Continued) 8. Short Term Incentive Programs Memorandum Account(Continued) Any underexpended non-Generation-related balance, as recorded in the STIPMA, shall be transferred to the Distribution Sub-Account of the BRRBA annually and reviewed in the annual April 1 ERRA reasonableness proceeding. Any underexpended Generation-related balance, as recorded in the STIPMA, shall be transferred to the Legacy UOG and 2004-2009 Sub-Accounts of the Portfolio Allocation Balancing Account (PABA) annually and reviewed in the annual April 1st ERRA reasonableness proceeding. 9. (L) | |(N) | | |(N) |(T) (L)(T) (T) (T) Plug-In Electric Vehicle Submetering Pilot Memorandum Account (PEVSPMA) a. Purpose The purpose of the Plug-In Electric Vehicle Submetering Pilot Memorandum Account (PEVSPMA) is to record the expenses related to the implementation of the PEV Phase I and Phase II submetering pilots. Electric Program Investment Charge (EPIC) funding for the submetering pilots shall be subtracted from the PEVSPMA balance. SCE shall not seek recovery of costs recorded in the PEVSPMA beyond $2 million in excess of EPIC funding. Pursuant to D.13-11-002, SCE will seek cost recovery of allowable amounts recorded in the PEVSPMA in an appropriate future ratemaking proceeding. b. Operation of the PEVSPMA Monthly entries to the PEVSPMA shall be determined as follows: 1) 2) 3) 4) c. A debit entry equal to the recorded incremental costs incurred by SCE associated with the implementation of the PEV Phase I and Phase II submetering pilots, including labor, incentives, equipment, manual billing, and service operations; A debit entry equal to SCE’s share of recorded contract costs related to third-party independent evaluators; Less EPIC funding authorized for the PEV submetering pilots; and An entry to record interest expense by applying the Interest Rate to the average monthly balance in the PEVSPMA. Disposition and Review Procedures . Pursuant to D.13-11-002, the recovery of costs recorded in the PEVSPMA shall be determined in an appropriate future ratemaking proceeding. SCE shall not seek recovery of costs recorded in the PEVSPMA in excess of $2 million of EPIC funding. (Continued) (To be inserted by utility) Advice 4178-E Decision 18-10-019 10P6 Issued by Carla Peterman Senior Vice President (To be inserted by Cal. PUC) Date Submitted Mar 24, 2020 Effective Resolution
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Southern California Edison Rosemead, California (U 338-E) Cancelling Revised Revised PRELIMINARY STATEMENT Cal. PUC Sheet No. Cal. PUC Sheet No. 68887-E 57960-E Sheet 43 (Continued) N. MEMORANDUM ACCOUNTS (Continued) 38. Tax Accounting Memorandum Account (TAMA) (Continued) c. Operation of the TAMA: (Continued) (4) Authorized Revenue Adjustment, if Any, from Compliance with IRS Normalization Regulations -Entry equal to the change in the authorized revenue requirement less a provision for FF&U based on the FF&U rate adopted in D.15-11-021, as determined by the CPUC, as a result of an IRS private letter ruling regarding compliance with the IRS normalization regulations. (5) d. (Over)/Under Collection. The sum of the annual amounts calculated in parts (1) through (4) shall be multiplied by the applicable MDP and the resulting amounts will be used to compute the monthly over (under) collection for purposes of calculating interest accrued to the TAMA. Interest shall accrue monthly to the TAMA by applying the Interest Rate to the average of the beginning of month and end of month balance in the TAMA. Disposition: Upon Commission approval, SCE shall transfer on an annual basis any nongeneration-related (over)/under-collection in the TAMA to the distribution SubAccount of the BRRBA as of December 31 to be returned to or recovered from customers. Upon Commission approval, SCE shall transfer on an annual basis any (over)/under-collection in the TAMA to the Legacy UOG and 2004-2009 SubAccounts of the Portfolio Allocation Balancing Account as of December 31st to be returned to or recovered from customers. e. Review Procedures SCE shall submit, by the end of May, an annual Tier 2 Advice Letter to the Commission that reports the recorded operation of the TAMA. The advice letter will include all necessary information and supporting workpapers for the Commission to review and approve the recorded operation of the TAMA. The cumulative recorded activity in the TAMA will be reviewed in SCE’s future General Rate Cases (GRC) and will include the cumulative revenue requirement associated with changes in income tax expense (reflecting the tax gross-up). In the 2018 GRC application, SCE shall propose how to address future activities in this account. (Continued) (To be inserted by utility) Advice 4178-E Decision 18-10-019 43P7 Issued by Carla Peterman Senior Vice President (To be inserted by Cal. PUC) Date Submitted Mar 24, 2020 Effective Resolution (N) | | (N) (T) (T)
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Southern California Edison Rosemead, California (U 338-E) Cancelling Revised Revised PRELIMINARY STATEMENT Cal. PUC Sheet No. Cal. PUC Sheet No. 68888-E 68137-E Sheet 1 OO. Pension Costs Balancing Account 1. Purpose: The purpose of the Pension Costs Balancing Account (PCBA) is to record the difference between: 1) pension costs authorized by the Commission, and 2) recorded pension expenses. The PCBA is established in accordance with D.06-05-016. 2. Definitions: a. Effective Date January 1, 2015 January 1, 2015 January 1, 2016 January 1, 2016 January 1, 2017 January 1, 2017 January 1, 2018 January 1, 2018 January 1, 2019 January 1, 2019 January 1, 2020 January 1, 2020 Authorized Pension Cost: The authorized pension cost is the annual amount of CPUC Authorized Pension expenses adopted in D.19-05-020. Such amounts shall exclude Franchise Fees and Uncollectible Expense (FF&U). The 2020 amount shall be determined in the annual Post Test Year Ratemaking advice letter to be submitted to the Commission by December 1st. ($000) Distribution Authorized Level $70,200 $42,260 $70,200 $42,260 $70,200 $42,260 $45,904 $ 1,427 $45,888 $ 1,466 $45,888 $ 1,466 ($000) ($000) Generation Total Authorized Level Authorized Level $12,898 $83,098 before capitalization $ 7,765 $50,025 after capitalization $12,898 $83,098 before capitalization $ 7,765 $50,025 after capitalization $12,898 $83,098 before capitalization $ 7,765 $50,025 after capitalization $ 8,320 $54,224 before capitalization $ 853 $ 2,280 after capitalization 1/ $ 8,315 $54,203 before capitalization $ 858 $ 2,324 after capitalization 1/ $ 8,315 $54,203 before capitalization $ 858 $ 2,324 after capitalization 1/ Non-Service Costs are not capitalized. b. Effective Date: The Effective Date of the PCBA is January 12, 2006 c. Interest Rate: The Interest Rate shall be one-twelfth of the Federal Reserve three-month Commercial Paper Rate – Non-Financial, from Federal Reserve Statistical Release H.15 (expressed as an annual rate). If in any month a non-financial rate is not published, SCE shall use the Federal Reserve three-month Commercial Paper Rate – Financial. d. Monthly Distribution Percentages: The Monthly Distribution Percentages (MDPs) applicable to the distribution and generation related authorized Pension costs shall be the MDPs included in Preliminary Statement YY – Base Revenue Requirement Balancing Account (BRRBA) (L) (Continued) (To be inserted by utility) Advice 4178-E Decision 18-10-019 1P6 Issued by Carla Peterman Senior Vice President (To be inserted by Cal. PUC) Date Submitted Mar 24, 2020 Effective Resolution
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Southern California Edison Rosemead, California (U 338-E) Cancelling Revised Revised Cal. PUC Sheet No. Cal. PUC Sheet No. PRELIMINARY STATEMENT 68889-E 67519-E Sheet 2 (Continued) OO. Pensions Costs Balancing Account (Continued) 2. Definitions (Continued): e. Capitalization Rate: The Pensions and Benefits Capitalization Rate is 45.5% as adopted in D.19-05-020. f. Pensions Costs: i. ii. 3. (L) | | (L) Service Cost: costs related to the amount of benefit obligation accumulated by active employees in the current year. Service costs are capitalized in the Pensions balancing account. Non-Service Cost: the difference between the sum of the plan contributions for the current year and the amount of benefit obligation accumulated by active employees in the current year. Operation of PCBA: The PCBA consists of the Distribution Sub-Account and the Generation Sub-Account. Entries shall be made on a monthly basis as described below in each sub-account and each sub-accounts ending balance shall be summed together to determine the PCBA balance. a. Distribution Sub-Account: i. Recorded CPUC-jurisdictional distribution-related pension expenses (before capitalization); ii. Less: an entry equal to the result of multiplying the distribution authorized pension costs (before capitalization) by the applicable distribution MDPs; iii. Equals: Distribution Pension Costs (over)/undercollection before capitalization; iv. Less: the amount capitalized determined by multiplying (iii) above by the Capitalization Rate; v. Equals: Distribution Pension Costs (over)/undercollection after capitalization. Interest shall accrue monthly to the distribution sub-account of the PCBA by applying the Interest Rate to the average of the beginning-of-month and end-of-month balances in the distribution sub-account of the PCBA. (Continued) (To be inserted by utility) Advice 4178-E Decision 18-10-019 2P6 Issued by Carla Peterman Senior Vice President (To be inserted by Cal. PUC) Date Submitted Mar 24, 2020 Effective Resolution
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Southern California Edison Rosemead, California (U 338-E) Cancelling Revised Revised Cal. PUC Sheet No. Cal. PUC Sheet No. PRELIMINARY STATEMENT 68890-E 44969-E Sheet 3 (Continued) OO. Pensions Costs Balancing Account (Continued) 3. Operation of PCBA: (Continued) b. Generation Sub-Account: i. Recorded CPUC-jurisdictional generation-related Pension expenses (before capitalization); ii. Less: an entry equal to the result of multiplying the generation authorized Pension costs (before capitalization rate) by the applicable generation MDPs; iii. Equals: Generation Pension Costs (over)/undercollection before capitalization; iv. Less: the amount capitalized determined by multiplying (iii) above by the capitalization rate; v. Equals: Generation Pension Costs (over)/undercollection after capitalization. Interest shall accrue monthly to the generation sub-account of the PCBA by applying the Interest Rate to the average of the beginning-of-month and end-of-month balances in the generation sub-account of the PCBA. 4. Disposition of the PCBA Balance SCE shall transfer on an annual basis any (over)/undercollection recorded in the Distribution Sub-Account of the PCBA as of December 31 to the Distribution SubAccount of the BRRBA to be recovered from or returned to customers. SCE shall transfer on an annual basis any (over)/undercollection recorded in the Generation Sub-Account of the PCBA as of December 31st to the Legacy UOG and 2004-2009 Sub-Accounts of the Portfolio Allocation Balancing Account (PABA) to be recovered from or returned to customers. The operation of the PCBA shall be reviewed in the annual April 1st ERRA reasonableness proceeding. (To be inserted by utility) Advice 4178-E Decision 18-10-019 3P6 Issued by Carla Peterman Senior Vice President (T) | | | | (T) (To be inserted by Cal. PUC) Date Submitted Mar 24, 2020 Effective Resolution
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Southern California Edison Rosemead, California (U 338-E) Cancelling Revised Revised Cal. PUC Sheet No. Cal. PUC Sheet No. PRELIMINARY STATEMENT 68891-E 44972-E Sheet 3 (Continued) PP. Post Employment Benefits Other Than Pensions (PBOP) Costs Balancing Account (Continued) 3. Operation of PBOP BA: (Continued) b. Generation Sub-Account: i. Recorded CPUC-jurisdictional generation-related PBOP expenses (before capitalization); ii. Less: an entry equal to the result of multiplying the generation authorized PBOP costs (before capitalization rate) by the applicable generation MDPs; iii. Equal: Generation PBOP Costs (over)/undercollection before capitalization; iv. Less: the amount capitalized determined by multiplying (iii) above by the Capitalization Rate; v. Equals: Generation PBOP Costs (over)/undercollection after capitalization. Interest Expense shall accrue monthly to the generation sub-account of the PBOP BA by applying the Interest Rate to the average of the beginning-of-month and end-ofmonth balances in the generation sub-account of the PBOP BA. 4. Disposition of the PBOP BA Balance SCE shall transfer on an annual basis any (over)/undercollection recorded in the Distribution Sub-Account of the PBOP Costs BA as of December 31 to the Distribution Sub-Account of the BRRBA to be recovered from or returned to customers. SCE shall transfer on an annual basis any/(over) undercollection recorded in the Generation Sub-Account of the PBOP Costs BA as of December 31 to the Legacy UOG and 2004-2009 Sub-Accounts of the Portfolio Allocation Balancing Account (PABA) to be recovered from or returned to customers. The operation of the PBOP Costs BA shall be reviewed in the annual ERRA reasonableness proceeding. (To be inserted by utility) Advice 4178-E Decision 18-10-019 3P6 Issued by Carla Peterman Senior Vice President (T) | | | | (T) (To be inserted by Cal. PUC) Date Submitted Mar 24, 2020 Effective Resolution
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Southern California Edison Rosemead, California (U 338-E) Cancelling Revised Original Cal. PUC Sheet No. Cal. PUC Sheet No. PRELIMINARY STATEMENT VV. 68892-E 44979-E Sheet 3 (Continued) Medical Programs Balancing Account (Continued) 3. Operation of MPBA: (Continued) b. Generation Sub-Account: i. Recorded CPUC-jurisdictional generation-related medical, dental and vision expense (before capitalization); ii. Less: an entry equal to the result of multiplying the generation authorized medical, dental, and vision expense (before capitalization rate) by the applicable generation MDP; iii. Equals: Generation medical, dental (over)/undercollection before capitalization iv. Less: the amount capitalized determined by multiplying (iii) above by the Capitalization Rate. v. Equals: Generation medical, dental (over)/undercollection after capitalization and and vision vision expense expense Interest Expense shall accrue monthly to the generation sub-account of the MPBA by applying the Interest Rate to the average of the beginning-of-month and end-of-month balances in the generation sub-account of the MPBA. 4. Disposition of the MPBA Balance SCE shall transfer on an annual basis any (over)/undercollection recorded in the Distribution Sub-Account of the MPBA as of December 31 to the Distribution SubAccount of the BRRBA to be recovered from or returned to customers. SCE shall transfer on an annual basis any (over)/undercollection recorded in the Generation Sub-Account of the MPBA as of December 31 to the Legacy UOG and 2004-2009 Sub-Accounts of the Portfolio Allocation Balancing Account (PABA) to be recovered from or returned to customers. The operation of the MPBA shall be reviewed in the annual April 1st ERRA reasonableness proceeding. (To be inserted by utility) Advice 4178-E Decision 18-10-019 3P6 Issued by Carla Peterman Senior Vice President (T) | | | | (T) (To be inserted by Cal. PUC) Date Submitted Mar 24, 2020 Effective Resolution
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Southern California Edison Rosemead, California (U 338-E) Cancelling Revised Revised PRELIMINARY STATEMENT Cal. PUC Sheet No. Cal. PUC Sheet No. 68893-E 68101-E Sheet 3 (Continued) WW. Portfolio Allocation Balancing Account (PABA) (Continued) 2. Definitions: (Continued) d. PABA Billed Revenues: (Continued) Where: An = System Average Rate for the PABA sub-account C = Sum of the (1) Energy Resource Recovery Account (ERRA) Balancing Account (BA) System Average Rate, (2) Base Revenue Requirement Balancing BRRBA generation sub-account System Average Rate, (3) total PABA System Average Rate (i.e., sum of the System Average Rates for all sub-accounts within PABA). This is also referred to as the total System Average Bundled Service Generation Rate. The currently-effective PCIA and Generation Billed Revenues Allocation Percentages Table can be found in Advice 4172-E. PABA Billed Revenues refer to the sum of PCIA/CTC billed revenues and generation billed revenues in each PABA sub-account. e. (T) (T) (T) PABA Unbilled Revenues: Unbilled Revenues are accrued (“earned” revenue for financial statement purposes) PABA revenues associated with electric customer kWh usage that has not yet been billed by SCE. PABA Unbilled Revenues will be allocated using the same percentages as used to determine the PABA Billed Revenues. f. PABA Revenue: PABA Billed Revenue; Plus: the change (plus or minus) in the amount of PABA Unbilled Revenues (i.e., the reversal of prior month’s estimate, plus the current month’s estimate); Less: PABA-related FF&U. (Continued) (To be inserted by utility) Advice 4178-E Decision 18-10-019 3P6 Issued by Carla Peterman Senior Vice President (To be inserted by Cal. PUC) Date Submitted Mar 24, 2020 Effective Resolution
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Southern California Edison Rosemead, California (U 338-E) Cancelling Revised Revised Cal. PUC Sheet No. Cal. PUC Sheet No. 68894-E 68103-E Sheet 7 (Continued) WW. Portfolio Allocation Balancing Account (PABA) (Continued) 2. Definitions: (Continued) l. Fuel and Fuel-related Expenses: SCE’s fuel and fuel-related expenses include: a. Variable fuel expenses (commodity and fuel transportation); b. Fixed fuel expenses; c. Fuel inventory carrying charges; d. Fuel contract settlement, buy-out, and renegotiation costs; and e. Other costs as approved by the Commission. o. PABA-related Credit and Collateral Expenses: Credit and collateral expenses refer to a pro-rata share of the costs of SCE’s multi-year revolving credit facility (“revolver”) that supports its short-term borrowing requirements. % of Revolver Costs to be recorded in sub-account n of PABA: An / (A+B+C) Where: An = Authorized revenue requirement in PABA sub-account n A = Total authorized PABA revenue requirement B = Total authorized ERRA BA revenue requirement C = Total authorized New System Generation (NSG) revenue requirement 3. (T) Operation of the PABA sub-accounts a. A credit entry equal to the recorded PABA revenue. Resource cost-related entries to the PABA shall be made on a monthly basis as follows: Utility Owned Generation (UOG): b. A debit entry equal to the monthly amount of the AGBRR calculated by multiplying the applicable Monthly Distribution Percentages (as defined in Preliminary Statement YY, Base Revenue Requirement Balancing Account) by the annual AGBRR, less a provision for FF&U plus annual transfers related to the AGBRR, as follows; i. Entry to annually record the transfer of the December 31 balance in the Generation Sub-Account of the Pension Costs Balancing Account (PCBA) (Preliminary Statement OO); ii. Entry to annually record the transfer of the December 31 balance in the Generation Sub-Account of the Post-Employment Benefits Other Than Pensions (PBOB) Costs Balancing Account (Preliminary Statement PP); iii. Entry to annually record the transfer of the December 31 balance in the Generation Sub-Account of the Medical Programs Balancing Account (MPBA) (Preliminary Statement VV); (T) (N) | | | | | | | (N) (L) (Continued) (To be inserted by utility) Advice 4178-E Decision 18-10-019 7P7 Issued by Carla Peterman Senior Vice President (To be inserted by Cal. PUC) Date Submitted Mar 24, 2020 Effective Resolution
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Southern California Edison Rosemead, California (U 338-E) Cancelling Revised Revised PRELIMINARY STATEMENT Cal. PUC Sheet No. Cal. PUC Sheet No. 68895-E 68104-E Sheet 8 (Continued) WW. Portfolio Allocation Balancing Account (PABA) (Continued) 3. Operation of the PABA sub-accounts (Continued) i. Credit entry to annually record the transfer of the December 31 generation-related balance in the Short Term Incentive Programs (STIP) Memorandum Account (Preliminary Statement N.8); and, ii. Entry to annually record the transfer of the December 31 generationrelated balance in the Tax Accounting Memorandum Account (TAMA). c. d. e. f. g. (N) | | | (N) A debit entry equal to fuel and fuel-related expenses; A debit entry equal to gas transportation expenses; A debit entry equal to direct greenhouse gas (GHG) expenses;viii A debit entry equal to CAISO-related expenses associated with UOG; Debit or credit entries equal to recorded Four Corners (FC) and Mountainview (MV) -related costs or incentives including: i. Available incentives (MV); ii. Heat rate incentives(MV); iii. Amortization of emission credits (MV); iv. Gain or loss on sales of emission credits(MV); v. Environmental mitigation costs (FC); (L) | | | |(T) |(T) |(T) |(T) |(T) |(T) |(N) viii. Pursuant to D.14-10-033, direct GHG expenses will be calculated based on GHG compliance | | costs in the year the GHG emission obligation was incurred (the accrual method) with interest for | cash outlays to meet GHG procurement. (L) Contracts: h. i. j. k. l. m. n. A debit entry equal to contract payments; A debit entry equal to fuel and fuel-related expenses; A debit entry equal to the gas transportation expenses; A debit entry equal to the direct GHG expenses; A debit entry equal to the purchase of Firm Transmission Rights; A credit or debit entry equal to other revenues or expenses associated with SCE’s eligible contracts, as authorized by the Commission, and to the extent not recovered elsewhere; A debit entry equal to the CAISO-related expenses associated with the contracts; Resource revenue-related entries to the PABA shall be made on a monthly basis as follows: o. p. q. r. A credit entry equal to the CAISO Market Revenues; A credit entry equal to the proceeds received from the bilateral transactions of products from the generation resources; A credit entry equal to the Actual Retained RA Value; A credit entry equal to the Actual Retained RPS Value. (L) (Continued) (To be inserted by utility) Advice 4178-E Decision 18-10-019 8P7 Issued by Carla Peterman Senior Vice President (To be inserted by Cal. PUC) Date Submitted Mar 24, 2020 Effective Resolution
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Southern California Edison Rosemead, California (U 338-E) Cancelling Revised Original PRELIMINARY STATEMENT Cal. PUC Sheet No. Cal. PUC Sheet No. 68896-E 65249-E Sheet 9 (Continued) WW. Portfolio Allocation Balancing Account (PABA) (Continued) 3. Operation of the PABA sub-accounts (Continued) Common and Indirect Costs and Revenues: 4. 5. (L) | s. A debit or credit entry equal to the allocated share of gas-related indirect costs, including but not limited to: pipeline expenses, imbalance penalties, and gains | | or losses related to the sale of excess gas; | t. A debit entry equal to the allocated share of credit and collateral expenses; u. A debit entry equal to the allocated share of Certificate Issuance and Transfer | fees associated with participation in the Western Renewable Energy Generation | Information System; | v. A debit entry equal to the recorded independent evaluator expenses associated | with the sale of products from the eligible resources; and | w. A credit or debit entry to the “One-Time Refunds/Costs” sub-account equal to | any net litigation settlement proceeds as authorized by the Commission ; and, | x. A debit entry equal to the CAISO reliability coordinator expenses, with the | charges applied to the subaccount of the PABA that correlates with the trade | date year on which CAISO calculates the charges (e.g., 2020 charges are (L)(T) based on a trade date year of 2018, so the 2020 charges record to the 2018 (N) resource vintage subaccount). | | Interest shall accrue monthly to the PABA by applying one-twelfth of the three-month | Commercial Paper, as reported by the Federal Reserve, to the average monthly (N) balance in the PABA. Review Procedures The recorded operation of the PABA for the Record Period (or previous calendar year 12-month period) shall be reviewed by the Commission in SCE’s annual ERRA Review of Operations application to ensure that the entries made in the PABA are stated correctly and are consistent with Commission decisions. SCE shall provide a monthly report showing the activity in the PABA to Energy Division within 30 days of the end of each month. (To be inserted by utility) Advice 4178-E Decision 18-10-019 9P7 Issued by Carla Peterman Senior Vice President (To be inserted by Cal. PUC) Date Submitted Mar 24, 2020 Effective Resolution
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Southern California Edison Rosemead, California (U 338-E) Cancelling Revised Revised PRELIMINARY STATEMENT YY. Cal. PUC Sheet No. Cal. PUC Sheet No. 68897-E 65253-E Sheet 6 (Continued) Base Revenue Requirement Balancing Account (BRRBA) (Continued) 2. Definitions: (Continued) f. BRRBA Distribution-Related FF&U: BRRBA Distribution-Related FF&U is determined as follows: BRRBA Distribution FF: (BRRBA Distribution Revenue + TTA Revenue) * FF Factor BRRBA Distribution U: (BRRBA Distribution Revenue) * U Factor BRRBA Distribution Related FF&U = BRRBA Distribution FF + BRRBA Distribution U g. System Average Rate The “system average rate” associated with a balancing account is defined as follows: System Average Rate = Authorized Balancing Account Revenue Requirement / Forecast kWh Sales of All Customers Responsible for the Costs in that Balancing Account. h. BRRBA Generation Revenue: BRRBA Generation Revenue shall be determined each month as follows: 1. BRRBA Billed Generation Revenue: The generation billed revenues received from bundled service customers will be allocated as follows: % of Generation Billed Revenues Received from Bundled Service Customers to be allocated to the generation subaccount of the BRRBA: A/C Where: A = System Average Rate for the generation subaccount of BRRBA C = Sum of the generation sub-account of BRRBA System Average Rate, total Portfolio Allocation Balancing Account (PABA) System Average Rates (i.e., sum of the System Average Rates for all subaccounts within PABA), and the Energy Resource Recovery Account (ERRA) Balancing Account (BA) System Average Rate. This is also referred to as the total System Average Bundled Service Generation Rate. 2. Plus: the change (plus or minus) in the amount of BRRBA unbilled Generation revenue (the reversal of prior month’s estimated unbilled revenue, plus the current month’s estimate), (BRRBA generation unbilled revenues will be allocated using the same percentage used to determine BBRBA Generation Revenue); 3. Less: a provision for FF&U. (Continued) (To be inserted by utility) Advice 4178-E Decision 18-10-019 6P7 Issued by Carla Peterman Senior Vice President (To be inserted by Cal. PUC) Date Submitted Mar 24, 2020 Effective Resolution (T)
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Southern California Edison Rosemead, California (U 338-E) Cancelling Revised Revised Cal. PUC Sheet No. Cal. PUC Sheet No. PRELIMINARY STATEMENT YY. 68898-E 65257-E Sheet 12 (Continued) Base Revenue Requirement Balancing Account (BRRBA) (Continued) 5. Generation Sub-account: (Continued) A Operation of the Generation Sub-account: (Continued) Entries to the Generation Sub-account shall be made on a monthly basis, and shall be calculated as follows: (1) Credit entry equal to the BRRBA Generation Revenue; (2) Debit entry equal to the monthly amount of the authorized generationrelated Demand Response Program (DRP) funding level as defined in Preliminary Statement, Part Y, DRPBA, Section 2.a., calculated by multiplying the applicable MDP to the annual generation-related DRP funding level; (3) Debit entry equal to the monthly amount of the authorized generationrelated DRP incentives funding level as defined in Preliminary Statement Part Y, DRPBA, Section 2(a)(7), calculated by multiplying the applicable MDP to the annual generation-related DRP incentives funding level in compliance with D. 17-12-003; (4) Credit entry equal to the amount billed to customers, less a provision or FF&U, that recovers through generation rates the authorized generation-related DRP incentives funding level as defined in Preliminary Statement Part Y, DRPBA, Section 2(a)(7) in compliance with D.17-12-003; (D) (Continued) (To be inserted by utility) Advice 4178-E Decision 18-10-019 12P7 Issued by Carla Peterman Senior Vice President (To be inserted by Cal. PUC) Date Submitted Mar 24, 2020 Effective Resolution
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Southern California Edison Rosemead, California (U 338-E) Cancelling Revised Revised PRELIMINARY STATEMENT YY. Cal. PUC Sheet No. Cal. PUC Sheet No. 68899-E 67937-E Sheet 13 (Continued) Base Revenue Requirement Balancing Account (BRRBA) (Continued) 5. Generation Sub-account: (Continued) A Operation of the Generation Sub-account: (Continued) (5) Credit entry to record the transfer of annual generation-related interest expense from the Demand Response Program Balancing Account (DRPBA) in accordance with D.06-03-024. (6) Debit entry to record Residential Rate Reform bill protection revenue shortfalls pursuant to Resolution E-4847 and D. 19-07-004. The sum of (1) through (6) equals the activity recorded in the Generation Sub-account of the BRRBA. (D) (T) (D) (T) (T) Interest Expense shall be calculated monthly by applying the Interest Rate to the average balance of the beginning-of-month and the end-of-month balances in the Generation Sub-account. (Continued) (To be inserted by utility) Advice 4178-E Decision 18-10-019 13P7 Issued by Carla Peterman Senior Vice President (To be inserted by Cal. PUC) Date Submitted Mar 24, 2020 Effective Resolution
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Southern California Edison Rosemead, California (U 338-E) Cancelling Revised Revised TABLE OF CONTENTS Cal. PUC Sheet No. Cal. PUC Sheet No. 68900-E 68827-E Sheet 1 Cal. P.U.C. Sheet No. TITLE PAGE ............................................................................................................................. 11431-E TABLE OF CONTENTS - RATE SCHEDULES ....68900-68901-68903-68471-68472-67871-67872-E ........................................................................................................... 68013-68014-68015-E TABLE OF CONTENTS - LIST OF CONTRACTS AND DEVIATIONS ................................... 68015-E TABLE OF CONTENTS - RULES ................................................................................. 68828-64043-E TABLE OF CONTENTS-INDEX OF COMMUNITIES, MAPS, BOUNDARY DESCRIPTIONS 62213-E TABLE OF CONTENTS - SAMPLE FORMS.. .................. 62213-68473-61576-67878-67879-61631-E ........................................................................................................... 67880-67881-63296-E (T) PRELIMINARY STATEMENT: A. B. C. D. E. F. G. H. I. J. K. L. M. N. O. P. Territory Served ......................................................................................................... 22909-E Description of Service ................................................................................................ 22909-E Procedure to Obtain Service ..................................................................................... 22909-E Establishment of Credit and Deposits ....................................................................... 22909-E General .......................................................................... 45178-45179-45180-53818-45182-E Symbols ..................................................................................................................... 45182-E Gross Revenue Sharing Mechanism .......26584-26585-26586-26587-27195-27196-54092-E .................................................................................................. 51717-53819-27200-27201-E Baseline Service ........................................................... 52027-52028-52029-52030-52031-E Charge Ready Program Balancing Account ........................................ 68156-68157-68158-E Pole Loading and Deteriorated Pole Program Balancing Account....... 68384-67495-68385-E ......................................................................................................................... 68386-67498-E Nuclear Decommissioning Adjustment Mechanism ........................................ 36582-57779-E Purchase Agreement Administrative Costs Balancing Account ........... 55207-51922-55208-E Income Tax Component of Contributions ....................................................... 58419-58420-E Memorandum Accounts.... 21344-67638-67412-58221-49492-61165-61166-61167-68885-E ........ 68886-42841-61168-64869-64870-44950-44951-44952-44953-42849-42850-42851-E ........ 65677-65678-55623-61171-42856-61172-61173-52033-50419-55048-61174-42863-E ........ 42864-67639-67640-51235-45920-51236-61175-50209-42872-68887-50421-46539-E ........ 42876-42877-42878-42879-42880-42881-42882-54534-53371-56253-44959-42887-E ........ 53321-53322-61176-52551-52552-49928-56235-56236-56237-55144-55145-44029-E ........ 53016-57156-57157-51163-51164-51165-51166-67414-51168-51169-51170-51171-E ................................ 51244-55806-56393-56394-56395-56396-56397-56398-56399-58978E California Alternate Rates for Energy (CARE) Adjustment Clause ................. 34705-41902-E .................................................................................................. 36472-38847-56788-68186-E Tree Mortality Non-Bypassable Charge Balancing Account………...65929-65930-65931-E (Continued) (To be inserted by utility) Advice 4178-E Decision 18-10-019 1P5 Issued by Carla Peterman Senior Vice President (To be inserted by Cal. PUC) Date Submitted Mar 24, 2020 Effective Resolution (T) (T) (T)
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Southern California Edison Rosemead, California (U 338-E) Cancelling Revised Revised TABLE OF CONTENTS Cal. PUC Sheet No. Cal. PUC Sheet No. 68901-E 68500-E Sheet 2 (Continued) Cal. P.U.C. Sheet No. PRELIMINARY STATEMENT: (Continued) Q. Power Charge Indifference Adjustment Undercollection Balancing Account (PUBA) .68068-E …………………………………………………………………………………...60869-68070-68071-E R. Historical Procurement Charge Balancing Account ..................................63262-63263-63264-E S. Procurement Energy Efficiency Balancing Account ........................................... 68436-68437-E T. Electric and Magnetic Fields Measurement Program ...............................64853-18320-18321-E U. California Solar Initiative Program Balancing Account .................. 56677-49280-56678-56679-E V. Hazardous Substance Cleanup Cost Recovery Mechanism ............................... 18853-22174-E ........................ 27264-49536-31527-31528-18857-22175-18859-27681-27682-27683-18863-E W. Departing Load and Customer Generation Departing Load Cost Responsibility . 33558-67964-E ............. 33560-39863-33562-58676-33564-33565-53824-53825-33568-33569-33570-33571-E ....................................................................................................... 33572-33573-33574-33575-E X. Rule 20A Balancing Account (Rule 20A-BA) .................................................................. 67625-E Y. Demand Response Program Balancing Account .... 62826-62827-62828-62829-68452-63607-E ............................................................................................ 62832-64715-64716-64717-64718-E Z. Rule 21 Balancing Account (R21BA)…………………………………………………………67625-E AA. California Alternate Rates for Energy (CARE) Balancing Account 44454-68187-58226-68188-E BB. Greenhouse Gas Revenue Balancing Account............................. 54108-63265-64150-56255-E CC. Statewide Marketing, Education & Outreach Balancing Account (SME&OBA) ... 68497-65083-E ......................................................................................................................................... 68498-E DD. Cost Of Capital Trigger Mechanism ................................... 31356-35497-31358-35498-31360-E EE. Electric Deferred Refund Account ........................................................................ 21212-26600-E FF. Public Purpose Programs Adjustment Mechanism ............ 49319-63220-51593-68453-51595-E ....................................................................................................... 66064-66065-66066-46187-E GG. Not In Use .................................................................................................................................. -E HH. Low Income Energy Efficiency Program Adjustment Mechanism ............. 68189-62840-55766-E II. Bond Charge Balancing Account .............................................................. 32855-32234-32235-E JJ. Direct Access Cost Responsibility Surcharge Tracking Account .............. 40656-40657-40658-E KK. Not In Use ................................................................................................................................. -E LL. Reliability Investment Incentive Mechanism ........... 57965-57966-57967-57968-57969-57970-E .............................................................................................................................. 68387-68388-E MM. Mobilehome Park Master Meter Balancing Account (MMMBA) ........................... 55093-66874-E NN. Not In Use .................................................................................................................................. -E OO. Pension Costs Balancing Account ............................................................ 68888-68889-68890-E PP. Post Employment Benefits Other Than Pensions Costs Balancing Account ..... 57973-57974-E .................................................................................................................................... .. 68891E QQ. Not In Use .................................................................................................................................. -E (T) (T) (T) (Continued) (To be inserted by utility) Advice 4178-E Decision 18-10-019 2P5 Issued by Carla Peterman Senior Vice President (To be inserted by Cal. PUC) Date Submitted Mar 24, 2020 Effective Resolution
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Southern California Edison Rosemead, California (U 338-E) Cancelling Revised Revised TABLE OF CONTENTS Cal. PUC Sheet No. Cal. PUC Sheet No. 68902-E 68486-E Sheet 3 (Continued) Cal. P.U.C. Sheet No. PRELIMINARY STATEMENT: (Continued) RR. New System Generation Balancing Account ................................ 68389-57976-64244-64245-E SS. Not In Use .................................................................................................................................. -E ................................................................................................................................................... -E TT. Not In Use .................................................................................................................................. -E UU. Not In Use .................................................................................................................................. -E VV. Medical Programs Balancing Account....................................................... 60662-57978-68892-E WW. Portfolio Allocation Balancing Account…………….68893-65242-67029-68390-65245-67030-E …………………………………………………………………………………………68894-68895-68896-E XX. Low Carbon Fuel Standard Revenue Balancing Account .................................... 56447-56448-E YY. Base Revenue Requirement Balancing Account .......................... 68391-65251-54112-51724-E .................................... 65252-68897-65254-65255-66067-68159-68160-68898-68899-57986-E ZZ. Energy Resource Recovery Account ..........65259-65260-65261-65262-66628-65264-65265-E ................................................................................. 66629-68072-68484-55221-56259-55223-E AAA. Post Test Year Ratemaking Mechanism. ................................................ 57988-60665-57990-E BBB. Not In Use ................................................................................................................................ -E CCC. Cost of Capital Mechanism ......................................................................68392-68393-62453-E DDD. 2010-2012 On Bill Financing Balancing Account .......................................................... 55859-E EEE Not in Use ................................................................................................................................ -E FFF Electric Program Investment Charge Balancing Account-California Energy Commission .......... ............................................................................................................................ 50176-50177-E GGG Electric Program Investment Charge Balancing Account-Southern California Edison ............... ............................................................................................................................ 50178-50179-E HHH Electric Program Investment Charge Balancing Account-California Public Utilities Commission ....................................................................................................................................... 50180-E III New Solar Homes Partnership(NSHP) Program Balancing Account (NSHPPBA)……..59581-E JJJ Aliso Canyon Demand Response Program Balancing Account (ACDRPBA)…..59847-59848-E ……………………………………………………………………………………...…...59849-59850-E RRR Integrated Distributed Energy Resources Shareholder Incentive Award Balancing Account (iDERSIABA)……………………………………………………………………………...……61284-E LLL Integrated Distributed Energy Resources Contract Costs Balancing Account (iDERCCBA)…… ……………………………………………………………………………………….………….61285-E MMM Distributed Resources Plan Demonstration Balancing Account (DRPDBA)……61982-61983-E NNN Transportation Electrification Portfolio Balancing Account (TEPBA)…….64055-64056-64057-E ………………………………………………………………………………………….64058-64059-E OOO Aliso Canyon Energy Storage Balancing Account (ACESBA)…………………....64073-64074-E PPP Disadvantaged Communities-Green Tariff Balancing Account (DACGTBA)……64152-64153-E VVV Community Solar Green Tariff Balancing Account (CSGTBA)……………………64154-64155-E WWW Disadvantaged Communities - Single-family Solar Homes Balancing Account (DACSASHBA) …………………………………………………………………………………………..64733-64734-E XXX Statewide Energy Efficiency Balancing Account (SWEEBA)……………………………..68438-E ZZZ Net Energy Metering Measurement and Evaluation Balancing Account (NEMMEBA)…65128-E (T) (T) (T) (T) (Continued) (To be inserted by utility) Advice 4178-E Decision 18-10-019 3P5 Issued by Carla Peterman Senior Vice President (To be inserted by Cal. PUC) Date Submitted Mar 24, 2020 Effective Resolution
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