BEFORE THE PUBLIC UTILITIES COMMISSION OF THE STATE OF CALIFORNIA SOUTHERN CALIFORNIA EDISON COMPANY'S (U 338-E) CASE MANAGEMENT STATEMENT

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1 BEFORE THE PUBLIC UTILITIES COMMISSION OF THE STATE OF CALIFORNIA Application of Southern California Edison Company (U338E) for Approval of Its Charge Ready and Market Education Programs Application (Filed October 30, 2014) SOUTHERN CALIFORNIA EDISON COMPANY'S (U 338-E) CASE MANAGEMENT STATEMENT JANET S. COMBS ANDREA L. TOZER Attorneys for SOUTHERN CALIFORNIA EDISON COMPANY 2244 Walnut Grove Avenue Post Office Box 800 Rosemead, California Telephone: (626) Facsimile: (626) Dated: June 17, 2015 LIMS

2 BEFORE THE PUBLIC UTILITIES COMMISSION OF THE STATE OF CALIFORNIA Application of Southern California Edison Company (U338E) for Approval of Its Charge Ready and Market Education Programs Application (Filed October 30, 2014) SOUTHERN CALIFORNIA EDISON COMPANY'S (U 338-E) CASE MANAGEMENT STATEMENT I. INTRODUCTION Pursuant to the Rules of Practice and Procedure of the California Public Utilities Commission (Commission or CPUC), and in compliance with Administrative Law Judge (ALJ) Hieta s June 15, Ruling, Southern California Edison Company (SCE) submits this Case Management Statement. The Ruling directed SCE to file and serve a Case Management Statement identifying the following information: (1) any issues parties have settled, including relevant citations to the parties prepared testimony; (2) all remaining contested issues; (3) an estimate of cross-examination time and the proposed order or witnesses; and (4) any other relevant matters. SCE sent an to all parties on June 10, 2015 requesting cross estimates, which were due to the ALJ by June 12, California Coalition of Utility Employees (CCUE) and ChargePoint responded directly to SCE while Environmental Defense Fund (EDF), the Utility Reform Network (TURN), and the Office of Ratepayer Advocates (ORA) responded to the whole service list with their cross estimates on June 12, Of the parties who responded, - 1 -

3 only ChargePoint did not request hearings. SCE compiled all parties responses in the spreadsheet attached hereto as Appendix A. 1 II. DISCUSSION A. Issues Parties Have Settled As of the date this Case Management Statement is being filed, SCE and various parties, including the Office of Ratepayer Advocates and The Utility Return Network, are conducting settlement negotiations regarding all aspects of Phase 1 of SCE s Charge Ready Application, including the following issues: The amount of the charging station rebate; 2 The ratemaking mechanism for the charging station rebate; 3 The Charge Ready Advisory Board; 4 Reporting requirements; 5 and The regulatory process for approval of Phase 1 and Phase 2 of SCE s Charge Ready Application. 6 SCE has noticed a settlement conference for June 25, 2015, after which SCE and various parties plan to file a motion requesting Commission approval of the settlement. 1 The Office of Ratepayer Advocates did not identify specific witnesses in their June 12, to the ALJ and all parties so SCE guessed which witnesses they will call for purposes of compiling witness time in the attached spreadsheet. 2 SCE Opening Testimony, SCE-01, Vol. 02, pp SCE Opening Testimony, SCE-01, Vol. 02, pp SCE Opening Testimony, SCE-01, Vol. 02, pp SCE Opening Testimony, SCE-01, Vol. 02, pp SCE Opening Testimony, SCE-01, Vol. 01, pp

4 B. Remaining Contested Issues SCE hopes that the ALJ will suspend hearings to save parties resources while they move towards a settlement agreement. However, if hearings move forward on June 22, parties have requested time to cross-examine witnesses on the following issues: The importance and amount of the charging station rebate; The ratemaking treatment of the charging station rebate; The role of the Charge Ready Advisory Board; Data collection / reporting requirements; The regulatory process for review of Phase 1 and approval of Phase 2; Cost-effectiveness; Marketing, education, and outreach; and Program design including rate structure and reward mechanisms. C. Estimate for Cross-Examination Time and Proposed Order of Witnesses SCE compiled all parties estimates for cross-examination in the spreadsheet attached hereto as Appendix A. 7 Parties provided cross-examination estimates that total about 6 hours of hearings, or approximately 1 day. However, given that ChargePoint witness Colleen Quinn is not available on June 22, SCE suggests holding hearings on both June 22 and June 23. SCE has not conferred with parties on the order of witnesses. Unless any parties suggest otherwise, SCE suggests the proposed order of witnesses attached hereto as Appendix B, which schedules SCE witnesses to be cross-examined on June 22 and other witness to be crossexamined on June The Office of Ratepayer Advocates did not identify specific witnesses in their June 12, to the ALJ and all parties so SCE guessed which witnesses they will call for purposes of compiling witness time in the attached spreadsheet

5 III. CONCLUSION SCE appreciates the opportunity to submit this Case Management Statement in anticipation of hearings on Phase 1 of its Application beginning June 22, SCE looks forwarding to the ALJ s response regarding its June 16, request to suspend hearings, so that parties may focus their efforts on negotiating a settlement agreement

6 Respectfully submitted, ANDREA L. TOZER /s/ Andrea L. Tozer By: Andrea L. Tozer Attorneys for SOUTHERN CALIFORNIA EDISON COMPANY 2244 Walnut Grove Avenue Post Office Box 800 Rosemead, California Telephone: (626) Facsimile: (626) June 17,

7 Appendix A

8 A Hearing Cross-Examination Requests (All Parties Combined) Time Requested by Each Party (Minutes) Community Enivornmenta General Charge Total Total (Hours) Witness Exhibit(s) Material Issue(s) of Dispute Comments on Witness Availab CESA CALSTART CSE ChargePoint CCUE l Council EDF Motors GPI MCE NRG ORA* PG&E Recargo SDG&E SCE Ahead TURN Vote Solar (Minutes) SCE WITNESSES Importance of rebates, rebate amount, cost effectiveness (TURN); Role of the advisory board, Edward Kjaer SCE-01, Vol 1 and 2; SCE-02 timelines for Phase 1 and 2 (ORA) Ratemaking/ regulatory asset treatment of rebate David Gunn (in lieu of Richard Fisher) SCE-01, Vol 2; SCE-02 (TURN; ORA) Market Education Jessica Lim SCE-01, Vol 2; SCE-02 Campaign (ORA) Megan Mao (in lieu of David Lotspeich) SCE-01, Vol 2; SCE-02 Data collection/ phase 1 results informing phase 2 (TURN); program design including rate structure and reward mechanisms (EDF); metrics, scope of review of the pilot (ORA); third-party ownernship and pricesetting (CCUE) Rebate cost recovery? Paul Hunt SCE-02 (TURN) Subtotal CHARGEPOINT WITNESSES Colleen C. Quinn Opening Testimony, Rebuttal Testimony third-party ownernship and price-setting (CCUE) Available June 23 or 24 only Subtotal EDF WITNESSES James Fine EDF-01; EDF-02 rate structure / managed charging (SCE) Subtotal TURN WITNESSES Garrick F. Jones Opening Testimony rebate cost recovery (SCE) Subtotal TOTAL ORA'S ISSUES AND CROSS ESTIMATES *ORA only provided issues and cross-examination time, but did not specify the witnesses Issue Cross Examination Time SCE guess of witness Ratebasing the rebates 30 David Gunn (but perhaps Paul Hunt) Scope of review of the Charge Ready Pilot 5 Megan Mao Market Education Campaign Efforts 10 Jessica Lim Metrics to evaluate project s effectiveness 20 Megan Mao Role of the Advisory Group 10 Ed Kjaer Timelines for Phases 1 and 2 10 Ed Kjaer

9 Appendix B

10 Appendix B. Proposed Schedule for Witness Cross-Examination Monday, June 22 Witness Party Time requested Edward Kjaer SCE 95 minutes Megan Mao SCE 90 minutes Jessica Lim SCE 10 minutes David Gunn SCE 75 minutes Paul Hunt SCE 15 minutes Tuesday, June 23 Witness Party Time requested Colleen C. Quinn ChargePoint 10 minutes James Fine EDF 20 minutes Garrick F. Jones TURN 30 minutes B-1

11 BEFORE THE PUBLIC UTILITIES COMMISSION OF THE STATE OF CALIFORNIA Application of Southern California Edison Company (U338E) for Approval of Its Charge Ready and Market Education Programs Application (Filed October 30, 2014) CERTIFICATE OF SERVICE I hereby certify that, pursuant to the Commission s Rules of Practice and Procedure, I have this day served a true copy of SOUTHERN CALIFORNIA EDISON COMPANY S (U 338-E) CASE MANAGEMENT STATEMENT on all parties identified on the attached service list(s) A Service was effected by one or more means indicated below: Transmitting the copies via to all parties who have provided an address. Placing the copies in sealed envelopes and causing such envelopes to be delivered by hand or by overnight courier to the offices of the Assigned ALJ(s) or other addressee(s). ALJ Karin M. Hieta ALJ Darwin Farrar CPUC CPUC 505 Van Ness Ave. 505 Van Ness Ave. San Francisco, CA San Francisco, CA Executed June 18, 2015, at Rosemead, California. /s/ Gina Leisure Gina Leisure Legal Executive Assistant SOUTHERN CALIFORNIA EDISON COMPANY 2244 Walnut Grove Avenue Post Office Box 800 Rosemead, California 91770

12 CPUC - Service Lists - A Page 1 of 4 6/18/2015 CPUC Home CALIFORNIA PUBLIC UTILITIES COMMISSION Service Lists PROCEEDING: A EDISON - FOR APPROVA FILER: SOUTHERN CALIFORNIA EDISON COMPANY LIST NAME: LIST LAST CHANGED: JUNE 17, 2015 Download the Comma-delimited File About Comma-delimited Files Back to Service Lists Index Parties CHRISTOPHER WARNER JAMIE HALL PACIFIC GAS AND ELECTRIC COMPANY CALSTART, CA 00000, CA FOR: PACIFIC GAS AND ELECTRIC COMPANY FOR: CALSTART JOHN W. LESLIE, ESQ KEVIN LEE MCKENNA LONG & ALDRIDGE LLP ATTORNEY NRG ENERGY, INC., CA W. OLYMPIC BLVD., STE. 250 FOR: SHELL ENERGY NORTH AMERICA (US), LOS ANGELES, CA L.P. FOR: NRG ENERGY, INC. FORREST NORTH ALEXANDER KEROS CHIEF OPERATING OFFICER ADVANCED VEHICLE & INFRASTRUCTURE POLICY RECARGO, INC. GENERAL MOTORS, LLC 1015 ABBOT KINNEY BLVD LOMITA BLVD. VENICE, CA TORRANCE, CA FOR: RECARGO, INC. FOR: GENERAL MOTORS LLC MAX BAUMHEFNER ANDREA L. TOZER LEGAL FELLOW ATTORNEY NATURAL RESOURCES DEFENSE COUNCIL SOUTHERN CALIFORNIA EDISON COMPANY 111 SUTTER ST., 20TH FLOOR 2244 WALNUT GROVE AVE. / PO BOX 800 SAN FRANCISCO, CA ROSEMEAD, CA FOR: THE CHARGE AHEAD CALIFORNIA FOR: SOUTHERN CALIFORNIA EDISON COMPANY CAMPAIGN (MEMBERS: NRDC, COMMUNITIES FOR A BETTER ENVIRONMENT, ENVIRONMENT CALIFORNIA RESEARCH & POLICY CENTER, COALITION FO CLEAN AIR, AND THE GREENLINING INSTITUTE) DONALD C. LIDDELLL E. GREGORY BARNES ATTORNEY SAN DIEGO GAS & ELECTRIC COMPANY DOUGLAS & LIDDELL 8330 CENTURY PARK CT., 2ND FLOOR

13 CPUC - Service Lists - A Page 2 of 4 6/18/ ND AVE. SAN DIEGO, CA SAN DIEGO, CA FOR: SAN DIEGO GAS & ELECTRIC COMPANY FOR: CALIFORNIA ENERGY STORAGE ALLIANCE (CESA) SACHU CONSTANTINE MICHAEL CHIACOS DIRECTOR OF POLICY ENERGY AND TRANSPORTATION MANAGER CENTER FOR SUSTAINABLE ENERGY COMMUNITY ENVIRONMENTAL COUNCIL 9325 SKY PARK COURT, SUITE W. ANAPAMU ST., 2ND FLR. SAN DIEGO, CA SANTA BARBARA, CA FOR: CENTER FOR SUSTAINABLE ENERGY FOR: COMMUNITY ENVIRONMENTAL COUNCIL JAMIE MAULDIN IRYNA KWASNY ADAMS BROADWELL JOSEPH & CARDOZO, PC CALIF PUBLIC UTILITIES COMMISSION 601 GATEWAY BLVD., STE LEGAL DIVISION SOUTH SAN FRANCISCO, CA ROOM 4107 FOR: COALITION OF CALIFORNIA UTILITY 505 VAN NESS AVENUE EMPLOYESS (CCUE) SAN FRANCISCO, CA FOR: ORA ELISE TORRES LARISSA KOEHLER STAFF ATTORNEY ATTORNEY THE UTILITY REFORM NETWORK ENVIRONMENTAL DEFENSE FUND 785 MARKET STREET, SUITE MISSION STREET, 28TH FLOOR SAN FRANCISCO, CA SAN FRANCISCO, CA FOR: THE UTILITY REFORM NETWORK (TURN) FOR: ENVIRONMENTAL DEFENSE FUND JIM BAAK GREGORY MORRIS DIR - POLICY FOR UTILITY-SCALE SOLAR DIRECTOR VOTE SOLAR GREEN POWER INSTITUTE ND FLOOR, SUITE SHATTUCK AVE., SUITE 402 OAKLAND, CA BERKELEY, CA FOR: VOTE SOLAR FOR: GREEN POWER INSTITUTE MICHAEL CALLAHAN-DUDLEY COLLEEN C. QUINN REGULATORY COUNSEL VP - GOV'T. RELATIONS AND PUBLIC POLICY MARIN CLEAN ENERGY CHARGEPOINT, INC. 781 LINCOLN AVE., STE DELL AVENUE SAN RAFAEL, CA CAMPBELL, CA FOR: MARIN CLEAN ENERGY FOR: CHARGEPOINT Information Only ABEGAIL TINKER ANNE SMART PACIFIC GAS AND ELECTRIC COMPANY CHARGEPOINT, INC., CA 00000, CA CASE COORDINATION CATHERINE BUCKLEY PACIFIC GAS AND ELECTRIC COMPANY PACIFIC GAS AND ELECTRIC COMPANY, CA 00000, CA DAVE PACKARD JAMES ELLIS CHARGEPOINT, INC. DIR. - ELECTRIFICATION & EVS PACIFIC GAS AND ELECTRIC COMPANY, CA 00000, CA JORDAN RAMER LAUREN DUKE EV CONNECT, INC. DEUTSCHE BANK SECURITIES INC., CA 00000, NY FOR: EV CONNECT, INC. PAUL D. HERNANDEZ SARAH VAN CLEVE ENERGY & TRANSPORTATION POLICY MANAGER SOUTHERN CALIFORNIA EDISON COMPANY CENTER FOR SUSTAINABLE ENERGY, CA 00000, CA SEPHRA A. NINOW, J.D. THOMAS ASHLEY

14 CPUC - Service Lists - A Page 3 of 4 6/18/2015 REGULATORY AFFAIRS MGR. DIRECTOR OF GOVERNMENT AFFAIRS CENTER FOR SUSTAINABLE ENERGY GREENLOTS, CA 00000, CA MRW & ASSOCIATES, LLC TAM HUNT COMMUNITY RENEWABLES SOLUTIONS, LLC, CA 00000, CA JIM KOBUS JOSEPH HALSO RESEARCH LEGAL FELOOW MORGAN STANLEY SIERRA CLUB 1585 BROADWAY, 38TH FLOOR 50 F STREET, NW, 8TH FLR. NEW YORK, NY WASHINGTON, DC JESSALYN ISHIGO ALEC BROOKS ENVIRONMENTAL BUSINESS DEVELOPMENT OFF. AEROVIRONMENT, INC. AMERICAN HONDA MOTOR CO., INC. 181 W. HUNTINGTON DRIVE, SUITE TORRANCE BLVD. MONROVIA, CA TORRANCE, CA FOR: AEROVIRONMENT, INC. FOR: AMERICAN HONDA MOTOR CO., INC. CASE ADMINISTRATION PARINA P. PARIKH SOUTHERN CALIFORNIA EDISON COMPANY REGULATORY CASE MGR WALNUT GROVE AVENUE, ROOM 370 SAN DIEGO GAS & ELECTRIC COMPANY ROSEMEAD, CA CENTURY PARK COURT, CP 32D SAN DIEGO, CA CENTRAL FILES BRIAN KORPICS SAN DIEGO GAS & ELECTRIC COMPANY POLICY MANAGER 8330 CENTURY PARK CT, CP31-E THE CLEAN COALITION SAN DIEGO, CA PALM ST. MENLO PARK, CA FOR: THE CLEAN COALITION MARC D. JOSEPH ERIC BORDEN ATTORNEY AT LAW ENERGY POLICY ANALYST ADAMS BROADWELL JOSEPH & CARDOZO THE UTILITY REFORM NETWORK 601 GATEWAY BLVD. STE MARKET STREET, STE SOUTH SAN FRANCISCO, CA SAN FRANCISCO, CA SHIRLEY WOO NICOLE JOHNSON PACIFIC GAS & ELECTRIC COMPANY REGULATORY ATTORNEY 77 BEALE STREET, ROOM 3141 CONSUMER FEDERATION OF CALIFORNIA SAN FRANCISCO, CA POST ST., STE. 442 SAN FRANCISCO, CA DIANE FELLMAN JAY FRIEDLAND VP - REGULATORY & GOVERNMENT AFFAIRS PLUG IN AMERICA NRG WEST REGION 2370 MARKET ST., NO CALIFORNIA ST., STE. 650 SAN FRANCISCO, CA SAN FRANCISCO, CA FOR: PLUG IN AMERICA CALIFORNIA ENERGY MARKETS MCE REGULATORY 425 DIVISADERO ST. STE 303 MARIN CLEAN ENERGY SAN FRANCISCO, CA LINCOLN AVENUE, STE. 320 SAN RAFAEL, CA SHALINI SWAROOP PHILLIP MULLER REGULATORY & LEGISLATIVE COUNSEL PRESIDENT MARIN CLEAN ENERGY SCD ENERGY SOLUTIONS 1125 TAMALPAIS AVENUE 436 NOVA ALBION WAY SAN RAFAEL, CA SAN RAFAEL, CA DAVID PETERSON JOHN SHEARS CHARGEPOINT, INC. CEERT 254 E. HACIENDA TH STREET, SUITE 311 CAMPBELL, CA SACRAMENTO, CA LYNN HAUG ELLISON, SCHNEIDER & HARRIS L.L.P CAPITOL AVENUE, SUITE 400 SACRAMENTO, CA

15 CPUC - Service Lists - A Page 4 of 4 6/18/2015 State Service CHLOE LUKINS JASON HOUCK CALIFORNIA PUBLIC UTILITIES COMMISSION CPUC - ENERGY, CA 00000, CA JOSE ALIAGA-CARO KARIN HIETA UTILITIES ENGINEER A.L.J. PRO TEM CALIFORNIA PUBLIC UTILITIES COMMISSION CALIFORNIA PUBLIC UTILITIES COMMISSION, CA 00000, CA NOEL CRISOSTOMO ANA M. GONZALEZ PUBLIC UTILITIES REGULATORY ANALYST CALIF PUBLIC UTILITIES COMMISSION CPUC - ENERGY DIV. DIVISION OF ADMINISTRATIVE LAW JUDGES ROOM 2106, CA VAN NESS AVENUE SAN FRANCISCO, CA ANAND DURVASULA DARWIN FARRAR CALIF PUBLIC UTILITIES COMMISSION CALIF PUBLIC UTILITIES COMMISSION ELECTRICITY PLANNING & POLICY BRANCH DIVISION OF ADMINISTRATIVE LAW JUDGES AREA ROOM VAN NESS AVENUE 505 VAN NESS AVENUE SAN FRANCISCO, CA SAN FRANCISCO, CA JENNIFER KALAFUT SARAH R. THOMAS CALIF PUBLIC UTILITIES COMMISSION CALIF PUBLIC UTILITIES COMMISSION EXECUTIVE DIVISION LEGAL DIVISION ROOM 5303 ROOM VAN NESS AVENUE 505 VAN NESS AVENUE SAN FRANCISCO, CA SAN FRANCISCO, CA TOP OF PAGE BACK TO INDEX OF SERVICE LISTS

BEFORE THE PUBLIC UTILITIES COMMISSION OF THE STATE OF CALIFORNIA

BEFORE THE PUBLIC UTILITIES COMMISSION OF THE STATE OF CALIFORNIA Application of Southern California Edison Company (U338E) for Approval of Its Charge Ready and Market Education Programs Application 14-10-014