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Southern California EdisonRosemead, California(U 338-E)CancellingRevisedRevisedPRELIMINARY STATEMENTN.Cal. PUC Sheet No.Cal. PUC Sheet No.21344-E18069-ESheet 1MEMORANDUM ACCOUNTS1.Purpose. The purpose of a Memorandum Account is to record all costs incurred by theCompany for Specified Projects authorized by the Commission. Currently authorizedSpecified Projects are set forth in Section 2.d.2.Definitions.a.Authorization Date:The Authorization Date shall be the date on which the Commission authorizesthe Company to begin recording costs for a Specified Project in amemorandum account.b.Interest Rate:The Interest Rate shall be 1/12 of the most recent month's interest rate onCommercial Paper (prime, 3 months), published in the Federal ReserveStatistical Release, G.13.Should publication of the interest rate onCommercial Paper (prime, 3 months) be discontinued, interest shall so accrueat the rate of 1/12 of the most recent month's interest rate on CommercialPaper which most closely approximates the rate that was discontinued, andwhich is published in the Federal Reserve Statistical Release, G.13, or itssuccessor publication.c.Annual Interest Rate:The Annual Interest Rate shall be the most recent annual interest rate onCommercial Paper (prime, three months), published in the Federal ReserveStatistical Release, G.13. Should publication of the annual interest rate onCommercial Paper (prime, three months) be discontinued, interest will accrueat the rate of the most recent annual interest rate on Commercial Paper whichmost closely approximates the rate that was discontinued, and which ispublished in the Federal Reserve Statistical Release, G.13, or its successorpublication.d.Specified Project:A Specified Project is a project authorized by the Commission for inclusion in amemorandum account. Specified Projects authorized by the Commission arelisted below:(Continued)(To be inserted by utility)Advice1191-E-ADecision 96-09-0921C8Issued byJohn R. FielderSenior Vice President(To be inserted by Cal. PUC)Date Filed Dec 30, 1996EffectiveJan 1, 1997Resolution E-3478
Southern California EdisonRosemead, California(U 338-E)CancellingRevisedRevisedPRELIMINARY STATEMENTCal. PUC Sheet No.Cal. PUC Sheet No.70124-E69493-ESheet 2(Continued)N.MEMORANDUM ACCOUNTS (Continued)2.Definitions. (Continued)d.Specified Project (Continued)SectionNo.Interest BearingMemorandum Account*Specified Project(1) Purpose – Not a Specified Project(2) Definitions – Not a Specified Project(3) Self-Generation Program Incremental Cost (SGPIC)YesMemorandum Account(4) Catastrophic Event Memorandum Account (CEMA)Yes(5) Wheeler North Reef Expansion Project Memorandum AccountYes(6) NEM Online Application System Memorandum AccountYes(NEMOASMA)(7) Demand Response Load Shift Working Group Memorandum Account(DRLSWGMA)Yes(8) Short Term Incentive Program Memorandum Account (STIPMA)Yes(9) Plug-In Electric Vehicle Submetering Pilot Memorandum AccountYes(PEVSPMA)(10) Research, Development, and Demonstration RoyaltiesYes(11) Distributed Resources Plan Memorandum Account (DRPMA)Yes(12) Emergency Customer Protections Memorandum Account (ECPMA) Yes(13) California Power Exchange Wind-Up Charge MemorandumYesAccount (PXWUC)(14) Income Tax Component of ContributionYesMemorandum Account(15) Residential Disconnections Implementation Cost Memorandum Account(RDICMA)Yes(16) DWR Franchise Fee Obligation Memorandum AccountYes(17) Integrated Resource Planning Costs Memorandum AccountYes(18) Power Charge Indifference Adjustment MemorandumAccount (PCIAMA)Yes(19) Building Benchmarking Data Memorandum AccountYes(20) Officer Compensation Memorandum Account (OCMA)Yes(21) Nuclear Claims Memorandum Account (NCMA)YesMemorandum Account (DFG Memorandum Account)(22) Disadvantaged Communities - Single-family Solar HomesMemorandum Account (DACSASHMA)Yes(23) San Joaquin Valley Data Gathering Plan MemorandumAccount (SJVDGPMA)Yes(24) General Rate Case Revenue Requirement MemorandumAccount (GRCRRMA)Yes(25) Marine Corps Air Ground Combat Center Memorandum AccountYes(MCAGCCMA)(26) Energy Data Request Program Memorandum AccountYes(27) Wildfire Mitigation Plan Memorandum Account (WMPMA)Yes(28) Energy Settlements Memorandum Account (ESMA)Yes(29) Affiliate Transfer Fee Memorandum AccountYes(30) Avoided Cost Calculator Memorandum Account (ACCMA)Yes(31) Nuclear Fuel Cancellation Incentive Memorandum AccountYes(32) Distribution Deferral Administrative Costs MemorandumAccount (DDACMA)Yes(33) Vehicle-Grid Integration Working Group FacilitatorMemorandum Account (VGIWGFMA)Yes*(N)Interest shall accrue monthly to interest-bearing Memorandum Accounts by applying the Interest Rateto the average of the beginning and ending balance.(Continued)(To be inserted by utility)Advice4364-EDecision2C8Issued byCarla PetermanSenior Vice President(To be inserted by Cal. PUC)Date Submitted Dec 4, 2020EffectiveJan 1, 2021Resolution
Southern California EdisonRosemead, California(U 338-E)CancellingRevisedRevisedCal. PUC Sheet No.Cal. PUC Sheet No.PRELIMINARY STATEMENTN.70721-E69863-ESheet 3(Continued)MEMORANDUM ACCOUNTS (Continued)2.Definitions. (Continued)d. Specified Project nterest BearingSpecified ProjectCommunity Choice Audit Memorandum AccountAliso Canyon Energy Savings Assistance Program Memorandum AccountWireless Fidelity Costs Memorandum AccountResidential Service Disconnection Memorandum Account (RSDMA)Tax Accounting Memorandum Account (TAMA)Microgrid Memorandum Account (MMA)Greenhouse Gas (GHG) Customer Outreach and EducationMemorandum Account (GHGCO&EMA)BioMass Memorandum AccountDepartment of Energy Litigation Memorandum AccountBio RAM Memoramdum Account (BioRAMMA)Not UsedFire Risk Mitigation Memorandum AccountMohave SO2 Allowance Revolving Fund MemorandumAccount (MSARFMA)Energy Division Director’s Peer Review Group Memorandum Account(PRGMA)Greenhouse Gas (GHG) Administrative Costs MemorandumAccount (GHGACMA)Net Energy Metering Automation (NEM-A) Billing AutomationCosts Memorandum Account (NEMABACMA)Electric Vehicle Infrastructure Memorandum Account (EVIMA)Long-Term Procurement Plan Technical AssistanceMemorandum Account (LTAMA)Wildfire Expense Memorandum Account (WEMA)Fire Hazard Prevention Memorandum Account (FHPMA)Service Center Modernization Projects Memorandum Account (SCMPMA)Summer Reliability Demand Response Program Memorandum Account(SRDRPMA)Customer Service Re-Platform Memorandum Account (CSRPMA)Not UsedGreen Tariff Shared Renewables Administrative CostsMemorandum AccountGreen Tariff Marketing, Education & Outreach Memorandum AccountEnhanced Community Renewables Marketing, Education & OutreachMemorandum AccountResidential Rate Implementation Memorandum Account (RRIMA)Rule 21 Cost Envelope Option Memorandum Account (CEOMA)Tax Accounting Memorandum Account 2018 (TAMA 2018)California Consumer Privacy Act Memorandum Account (CCPAMA)Distributed Generation Statistics Contractor MemorandumAccount (DGSCMA)(66)Protections Memorandum Account (CPPMA)(67) System Reliability Procurement Memorandum Account (SRPMA)*Memorandum sYesCOVID-19YesYesPandemicInterest shall accrue monthly to interest-bearing Memorandum Accounts by applying the Interest Rateto the average of the beginning and ending balance.(Continued)(To be inserted by utility)Advice4425-EDecision 21-01-0183C15Issued byCarla PetermanSenior Vice President(To be inserted by Cal. PUC)Date Submitted Feb 22, 2021EffectiveFeb 22, 2021Resolution
Southern California EdisonRosemead, California(U 338-E)CancellingRevisedRevisedCal. PUC Sheet No.Cal. PUC Sheet No.68613-E66062-ESheet 4PRELIMINARY STATEMENT(Continued)N.MEMORANDUM ACCOUNTS (Continued)2.Definitions. (Continued)e.Catastrophic Event:A Catastrophic Event is an event which is declared a disaster by competentstate or federal authorities.3.Self-Generation Program Incremental Cost (SGPIC) Memorandum Account:The purpose of the SGPIC Memorandum Account is to track the recorded incrementalself-generation program costs and authorized distribution revenue requirementrecorded in the Base Revenue Requirement Balancing Account (BRRBA) associatedwith SCE’s Self-Generation Incentive Program. Effective March 1, 2019, theauthorized SGPIC funding will be recorded in the Public Purpose ProgramsAdjustment Mechanism (PPPAM).SGPIC Authorized Annual Funding 02021202220232024Amount 28 million 28 million 28 million 28 million 28 million 28 million 56 million 56 million 56 million 56 million 56 million 56 million 56 million 56 20-01-021D.20-01-021(N) (N)*Pursuant to OP 2 of D.11-12-030, the Energy Division will submit an SGIP budgetreport for 2013 and 2014 to the Administrative Law Judge (ALJ) and assignedCommissioner containing recommendations on potential adjustments to the 2013 and2014 authorized revenues. This report is due by March 15, 2013 or as modified bythe ALJ.Monthly entries to the SGPIC Memorandum Account shall be determined as follows:I.A debit entry to reflect the actual incremental program costs associated withthe Self-Generation Incentive Program; andII.A credit entry to record 1/12th of the Authorized Annual Funding Level forSelf-Generation Incentive Program.(Continued)(To be inserted by utility)Advice4169-EDecision 20-01-0214C12Issued byCarla PetermanSenior Vice President(To be inserted by Cal. PUC)Date Submitted Feb 24, 2020EffectiveFeb 24, 2020Resolution
Southern California EdisonRosemead, California(U 338-E)RevisedRevisedCancellingCal. PUC Sheet No.Cal. PUC Sheet No.PRELIMINARY STATEMENT61553-E49492-ESheet 5(Continued)N.MEMORANDUM ACCOUNTS (Continued)Any under-collection or over-collection recorded in a month may be carried over frommonth-to-month over the duration of the Self-Generation Incentive Program.Interest shall accrue to the SGIP Memorandum Account by applying the three-month,commercial paper rate (as published in the Federal Reserve Statistical Release, G.13,or its successor publication) to the average of the beginning and ending ntalCost(SGPIC)Memorandum(L) (L)Account:The Company may request disposition of over-collected balances recorded in theSGIP Memorandum Account in an April ERRA Application, or any other proceedingauthorized by the Commission.4.Catastrophic Event Memorandum Account (CEMA).The purpose of the CEMA is to record all costs incurred by SCE associated with aCatastrophic Event for:a.b.c.restoring utility service to SCE's customers;repairing, replacing, or restoring damaged utility facilities; andcomplying with governmental agency orders.Entries to the CEMA shall be made at the end of each month commencing with themonth in which the Catastrophic Event occurs.If a Catastrophic Event occurs, SCE shall, if possible, inform the Executive Director byletter within 30 days after the Catastrophic Event, if SCE has started booking costs intothe CEMA. The letter shall specify the Catastrophic Event, date, time, location, serviceareas affected, impact on SCE's facilities, and an estimate of the extraordinary costsexpected to be incurred. Costs due to expense and capital items shall be shownseparately. Costs recorded in the CEMA shall include generation-related costspursuant to Assembly Bill X1 6 which prohibits a facility for the generation of electricityowned by a public utility from being disposed of prior to January 1, 2006.Costs recorded in the CEMA may be recovered in rates only after a request by SCE, ashowing of reasonableness, and approval by the Commission. Disposition of amountsin this account shall be determined in the annual Revenue Adjustment Proceeding(RAP) or other proceeding expressly authorized by the Commission.(Continued)(To be inserted by utility)Advice3592-EDecision 17-04-0175C8Issued byCaroline ChoiSenior Vice President(To be inserted by Cal. PUC)Date Filed Apr 14, 2017EffectiveMay 14, 2017Resolution
Southern California EdisonRosemead, California(U 338-E)CancellingRevisedRevisedCal. PUC Sheet No.Cal. PUC Sheet No.PRELIMINARY STATEMENT61165-E58674-E61644-ESheet 6(Continued)N.MEMORANDUM ACCOUNTS (Continued)5.Wheeler North Reef Expansion Project Memorandum Account (WNREPMA)a.PurposeThe purpose of the Wheeler North Reef (WNR) Expansion Project MemorandumAccount (WNREPMA) is to track SCE’s costs associated with the WNR ExpansionProject pursuant to the Administrative Law Judge’s Ruling Granting SCE’s Motionto Establish a Memorandum Account Subject to Conditions Set Forth Herein andCommission Approval of Final Decision in this Proceeding (Application (A.) 16-12-002)dated May 1, 2017.b.Operation of the WNREPMASCE shall maintain the WNREPMA by making monthly entries as follows:c.1.A debit entry equal to actual operational and maintenance (O&M) expensesfor the following WNR Expansion Project activities: (1) materials; (2)mobilization; (3) environmental studies; (4) permitting; (5) compliance; (6)engineering; and (7) project support;2.An entry to transfer the balance to or from other regulatory accounts asauthorized by the Commission; and3.Interest shall accrue monthly to the WNREPMA by applying one-twelfth of thethree-month Commercial Paper, as reported by the Federal Reserve, to theaverage monthly balance in the WMREPMA.Disposition and Review ProceduresAs directed by the Commission in its final decision with regards to A. 16-12-002.(N) (N)(Continued)(To be inserted by utility)Advice3559-EDecision6C18Issued byCaroline ChoiSenior Vice President(To be inserted by Cal. PUC)Date Filed Feb 14, 2017EffectiveApr 17, 2017Resolution
Southern California EdisonRosemead, California(U 338-E)CancellingRevisedRevisedCal. PUC Sheet No.Cal. PUC Sheet No.PRELIMINARY STATEMENT63127-E61166-ESheet 7(Continued)N.MEMORANDUM ACCOUNTS (Continued)6.NEM Online Application System Memorandum Account (NEMOASMA)PurposeThe purpose of the Net Energy Metering (NEM) Online Application SystemMemorandum Account (NEMOASMA) is to track the costs SCE incurs to establish anonline application system for processing applications for interconnection under SCE’sNEM tariffs, pursuant to Decisions (D.)14-11-001 and D.16-01-044.Operation of the NEMOASMAMonthly entries to the NEMOASMA shall be determined as follows:a.Debit entries equal to the recorded capital-related revenue requirement andOperation and Maintenance (O&M) expenses incurred by SCE to developand establish an online application portal, including but not limited to thedevelopment of the necessary information technology infrastructure andbehind-the-scenes tools, for processing applications for interconnection underSCE’s NEM tariffs.b.An entry to record interest expense by applying the Interest Rate to theaverage monthly balance in the NEMOASMA.Review and DispositionPursuant to Ordering Paragraph 4 of D.14-11-001, SCE may seek recovery of theamounts tracked in the NEMOASMA in its respective General Rate Case (GRC)proceeding.7.Demand Response Load Shift Working Group Memorandum Account (DRLSWGMA)PurposeThe purpose of the Demand Response Load Shift Working Group MemorandumAccount (DRLSWGMA) is to track of the cost of hiring a technical facilitator toorganize and facilitate the Load Shift Working Group. SCE, PG&E, and SDG&E shallhire a working group technical facilitator, in consultation with the Commission’sEnergy Division, to organize and facilitate the Load Shift Working Group.(L) (L)(N) (N)(Continued)(To be inserted by utility)Advice3729-EDecision 17-10-0177C8Issued byCaroline ChoiSenior Vice President(To be inserted by Cal. PUC)Date Filed Jan 19, 2018EffectiveJan 19, 2018Resolution
Southern California EdisonRosemead, California(U 338-E)CancellingRevisedRevisedCal. PUC Sheet No.Cal. PUC Sheet No.PRELIMINARY STATEMENT63128-E61167-ESheet 8(Continued)N.MEMORANDUM ACCOUNTS (Continued)7. Demand Response Load Shift Working Group Memorandum Account (DRLSWGMA)(Continued)Operation of the DRLSWGMAMonthly entries to the DRLSWGMA shall be determined as follows:a.A debit entry equal to SCE’s shared cost of hiring a technical facilitator toorganize and facilitate the Load Shift Working Group.b.Interest shall accrue monthly to the DRLSWGMA by applying one-twelfth ofthe three-month Commercial Paper, as reported by the Federal Reserve, tothe average monthly balance in the DRLSWGMA.Disposition and Review ProceduresPursuant to D.17-10-017 SCE will seek recovery of the costs tracked in the DRLSWGMA inthe advice letter filing for the 2020 Demand Response Portfolio update.(N) (N)(Continued)(To be inserted by utility)Advice3729-EDecision 17-10-0178C8Issued byCaroline ChoiSenior Vice President(To be inserted by Cal. PUC)Date Filed Jan 19, 2018EffectiveJan 19, 2018Resolution
Southern California EdisonRosemead, California(U 338-E)CancellingRevisedRevisedCal. PUC Sheet No.Cal. PUC Sheet No.68885-E68136-ESheet 9PRELIMINARY STATEMENT(Continued)N.MEMORANDUM ACCOUNTS (Continued)8.Short Term Incentive Programs Memorandum AccountThe purpose of the Short Term Incentive Programs (STIP) Memorandum Account(STIPMA) is to annually compare the authorized and actual STIP expenses paid outfor 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 asfollows: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 STIPby the applicable (Distribution / Generation) Monthly Distribution Percentages(MDP’s) as set forth in Preliminary Statement YY, Base RevenueRequirement 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 CapitalizationIn enerationTransmission & DistributionCustomer ServiceAdministrative & GeneralTotal Before st shall accrue monthly by applying one-twelfth of the Federal Reservethree-month Commercial Paper Rate – Non-Financial, from Federal ReserveStatistical Release H.15 (expressed as an annual rate) to the average monthlybalance. If in any month a non-financial rate is not published, SCE shall use theFederal Reserve three-month Commercial Paper Rate – Financial.(L)(Continued)(To be inserted by utility)Advice4178-EDecision 18-10-0199C9Issued byCarla PetermanSenior Vice President(To be inserted by Cal. PUC)Date Submitted Mar 24, 2020EffectiveApr 23, 2020Resolution
Southern California EdisonRosemead, California(U 338-E)CancellingRevisedRevisedCal. PUC Sheet No.Cal. PUC Sheet No.Sheet 10PRELIMINARY STATEMENTN.68886-E53644-E(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 andreviewed in the annual April 1 ERRA reasonableness proceeding. Anyunderexpended Generation-related balance, as recorded in the STIPMA, shall betransferred to the Legacy UOG and 2004-2009 Sub-Accounts of the PortfolioAllocation Balancing Account (PABA) annually and reviewed in the annual April 1stERRA reasonableness proceeding.9.(L) (N) (N) (T)(L)(T)(T)(T)Plug-In Electric Vehicle Submetering Pilot Memorandum Account (PEVSPMA)a. PurposeThe purpose of the Plug-In Electric Vehicle Submetering Pilot MemorandumAccount (PEVSPMA) is to record the expenses related to the implementationof the PEV Phase
The Company may request disposition of over-collected balances recorded in the SGIP Memorandum Account in an April ERRA Application, or any other proceeding authorized by the Commission. 4. Catastrophic Event Memorandum Account (CEMA). The purpose of the CEMA is to record all costs inc
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