Energy Resource Recovery Account (ERRA) Review of ... · In 1992, I received my Bachelor of Science...
Transcript of Energy Resource Recovery Account (ERRA) Review of ... · In 1992, I received my Bachelor of Science...
Application No.: A.17-04-____ Exhibit No.: SCE-03 Witnesses: G. Ahn
B. Anderson M. Bennett K. Blebu T. Cameron T. Champ T. Condit D. Cox C. Cuaresma S. DiBernardo R. Drummond G. Golden S. Handschin
G. Henry R. Hite C. Jacobs B. Kopec K. Koyano S. Lelewer S. Liu E. Lopez J. Montanye M. Palmstrom M. Wallenrod T. Watson S. Willis
(U 338-E)
Energy Resource Recovery Account (ERRA) Review of Operations, 2016 Witness Qualifications and Declarations re: Confidentiality
Before the
Public Utilities Commission of the State of California
Rosemead, CaliforniaApril 3, 2017
004
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SOUTHERN CALIFORNIA EDISON COMPANY 1
QUALIFICATIONS AND PREPARED TESTIMONY OF GABRIEL AHN 2
Q. Please state your name and business address for the record. 3
A. My name is Gabriel Ahn, and my business address is 2244 Walnut Grove Avenue, 4
Rosemead, California 91770. 5
Q. Briefly describe your present responsibilities at the Southern California Edison Company. 6
A. I am a Senior Manager in the Financial and Corporate Audits Group within the Audit 7
Services Department at the Southern California Edison Company. 8
Q. Briefly describe your educational and professional background. 9
A. In 1992, I received my Bachelor of Science in Business Administration from the 10
University of Southern California. In 2000, I received my Certified Public Accountant 11
license from the California Board of Accountancy. In 2005, I received my Juris Doctor 12
degree from Southwestern University School of Law. In 2009, I completed the 13
Certificate in Project Management Program at the California Institute of Technology. 14
Professionally, from 1994 to 1997, I worked as an accountant for organizations in the real 15
estate industry. From 1997 to 2007, I worked as an audit professional in various public 16
accounting firms. I was hired by the Southern California Edison Company in July 2007 17
as a Corporate Auditor 3 and was promoted to a Corporate Auditor 4 in March 2010. In 18
October 2016, I was promoted to a Senior Manager in the SCE Audit Services 19
Department. 20
Q. What is the purpose of your testimony in this proceeding? 21
A. The purpose of my testimony in this proceeding is to sponsor portions of Exhibit SCE-02, 22
entitled Energy Resource Recovery Account (ERRA) Review Of Operations, 2016, as 23
identified in the Table of Contents thereto. 24
Q. Was this material prepared by you or under your supervision? 25
A. Yes, it was. 26
Q. Insofar as this material is factual in nature, do you believe it to be correct? 27
A. Yes, I do. 28
Q. Insofar as this material is in the nature of opinion or judgment, does it represent your best 29
judgment? 30
A. Yes, it does. 31
2
Q. Does this conclude your qualifications and prepared testimony? 1
A. Yes, it does.2
3
SOUTHERN CALIFORNIA EDISON COMPANY 1
QUALIFICATIONS AND PREPARED TESTIMONY OF BRANDI M. ANDERSON 2
Q. Please state your name and business address for the record. 3
A. My name is Brandi Anderson, and my business address is 1515 Walnut Grove Avenue, 4
Rosemead, California 91770. 5
Q. Briefly describe your present responsibilities at Southern California Edison Company 6
(“SCE”). 7
A. I am a Manager in the Customer Programs and Services division of SCE’s Customer 8
Service Business Unit. I am responsible for the design, development and implementation 9
of customer programs and services. 10
Q. Briefly describe your educational and professional background. 11
A. I earned a Bachelor of Arts Degree from the University of California, San Diego and a 12
Master of Business Administration Degree from the University of California, Los 13
Angeles. I have worked at SCE for 20 years in a variety of leadership and project 14
management positions in Consumer Affairs, Customers Service Operations, Customer 15
Program Development, Transmission and Distribution, Business Planning, and Employee 16
Training. 17
Q. What is the purpose of your testimony in this proceeding? 18 A. The purpose of my testimony in this proceeding is to sponsor all portions denoted in the 19
Table of Contents of Exhibit SCE-02, entitled Energy Resource Recovery Account 20
(ERRA) Review Of Operations, 2016, as identified in the Table of Contents thereto. 21
Q. Was this material prepared by you or under your supervision? 22
A. Yes, it was. 23
Q. Insofar as this material is factual in nature, do you believe it to be correct? 24
A. Yes, I do. 25
Q. Insofar as this material is in the nature of opinion or judgment, does it represent your best 26
judgment? 27
4
A. Yes, it does. 1
Q. Does this conclude your qualifications and prepared testimony? 2
A. Yes, it does. 3
5
SOUTHERN CALIFORNIA EDISON COMPANY 1
QUALIFICATIONS AND PREPARED TESTIMONY OF MARK BENNETT 2
Q. Please state your name and business address for the record. 3
A. My name is Mark Bennett, and my business address is 1515 Walnut Grove Avenue, 4
Rosemead, California 91770. 5
Q. Briefly describe your present responsibilities at the Southern California Edison Company. 6
A. I have held the position of Director, HR Operations in the Human Resources operating 7
unit since September 2013. My responsibilities include oversight of the employee 8
benefits function, compensation, disability management, occupational health and 9
wellness, HR business process and technology integration, HR employee call center, HR 10
compliance and regulatory, workforce planning and analytics and a group that ensures 11
HR data in our systems is accurate. My duties for employee benefits involves benefit 12
plan competitive review and design; benefit program management and administration; 13
coordination of the SCE and EIX Benefit Committee activities; collective bargaining for 14
benefit-related matters; and legislative monitoring and development of policy positions. 15
For compensation, it is to work with executive management to help set the company's 16
total compensation philosophy. For other areas, I help set the strategic direction and 17
ensure that policies, programs and issues that fall under my management are 18
implemented or addressed timely and accurately. 19
Q. Briefly describe your educational and professional background. 20
A. In terms of my educational background, in 1985, I graduated with a Bachelor of Arts in 21
Business Administration from Loyola Marymount University in Los Angeles, CA. My 22
undergraduate major was business management. In 1989, I graduated with a Master’s 23
degree in Business Administration in Human Resources Management, again from Loyola 24
Marymount University in Los Angeles, CA. In 2007, I achieved my professional 25
designation as a Certified Employee Benefits Specialist (CEBS). This designation is co-26
sponsored by the International Foundation of Employee Benefit Plans and the Wharton 27
School of the University of Pennsylvania. In 2011, I achieved the Senior Professional in 28
Human Resources (SPHR) designation. This designation is sponsored by the HR 29
Certification Institute. As to my professional experience, in June 2007, I joined Southern 30
California Edison as the Manager of Benefits Policy and Planning, which was primarily 31
6
involved in the development of benefits strategy for the Company. In April 2008, I 1
assumed responsibility over both strategic development of the Company’s benefit plans 2
and policies as well as the administration of its employee benefit programs. In June 3
2012, I assumed interim responsibility over the Company’s compensation and benefits 4
areas, as well as the HR employee call center. In June 2013, I continued responsibilities 5
over compensation and benefits, but also assumed responsibility over the Occupational 6
Health and Wellness and Disability Management areas. In September 2013, I was 7
promoted to my current position as Director, HR Operations. During my tenure at 8
Edison, I have managed the redesign and administration of the Health & Welfare plans, 9
the Edison 401(k) Savings Plan and the retiree health care programs; and represented the 10
Company in collective bargaining of (or provided assistance with) the negotiation of 11
multiple benefits agreements. Prior to joining Edison, I was the HR Operations Manager 12
at IndyMac Bank (which included management of the Benefits, Payroll, Records and 13
HRIS Departments), Benefits Director at EarthLink, Inc., HR Director for InterDent, 14
LLC, Benefits Manager at the Jet Propulsion Laboratory and Vice President-Benefits for 15
H.F. Ahmanson & Company. In total, I have more than 29 years of experience in human 16
resources and employee benefits. 17
Q. What is the purpose of your testimony in this proceeding? 18
A. The purpose of my testimony in this proceeding is to sponsor a portion of Exhibit SCE-19
02, entitled Energy Resource Recovery Account (ERRA) Review Of Operations, 2016, as 20
identified in the Table of Contents thereto. 21
Q. Was this material prepared by you or under your supervision? 22
A. Yes, it was. 23
Q. Insofar as this material is factual in nature, do you believe it to be correct? 24
A. Yes, I do. 25
Q. Insofar as this material is in the nature of opinion or judgment, does it represent your best 26
judgment? 27
A. Yes, it does. 28
Q. Does this conclude your qualifications and prepared testimony? 29
A. Yes, it does.30
7
SOUTHERN CALIFORNIA EDISON COMPANY 1
QUALIFICATIONS AND PREPARED TESTIMONY OF KIMWUANA BLEBU 2
Q. Please state your name and business address for the record. 3
A. My name is Kimwuana Blebu, and my business address is 2244 Walnut Grove Avenue, 4
Rosemead, California 91770. 5
Q. Briefly describe your present responsibilities at the Southern California Edison Company. 6
A. I am currently a Project Manager in the State Regulatory Operations Revenue 7
Requirement and Forecast Department. My primary responsibility is to manage and 8
support ratemaking mechanisms to ensure costs are properly recorded and recovered 9
through rate levels in accordance with CPUC decisions and resolutions. 10
Q. Briefly describe your educational and professional background. 11
A. I received my Bachelors of Science Degree in Finance from California State Polytechnic 12
University, Pomona in 2001 and a Master’s degree in Business Administration from the 13
University of La Verne in 2013. I began my career as a Financial Analyst at Edison 14
International, which is the Parent Company of Southern California Edison in 2002. I 15
joined the Regulatory Operations department in 2006. 16
Q. What is the purpose of your testimony in this proceeding? 17
A. The purpose of my testimony in this proceeding is to sponsor portions of Exhibit SCE-02, 18
entitled Energy Resource Recovery Account (ERRA) Review Of Operations, 2016, as 19
identified in the Table of Contents thereto. 20
Q. Was this material prepared by you or under your supervision? 21
A. Yes, it was. 22
Q. Insofar as this material is factual in nature, do you believe it to be correct? 23
A. Yes, I do. 24
Q. Insofar as this material is in the nature of opinion or judgment, does it represent your best 25
judgment? 26
A. Yes, it does. 27
Q. Does this conclude your qualifications and prepared testimony? 28
A. Yes, it does.29
8
DECLARATION OF KIMWUANA BLEBU REGARDING 1
THE CONFIDENTIALITY OF CERTAIN DATA 2
I, KIMWUANA BLEBU, declare and state: 3
1. I am project manager in the Revenue Requirements Section of the Regulatory 4
Operations Department at Southern California Edison (SCE). As such, I had responsibility for 5
preparing Chapter XI Section 7b, Operation of the New System Generation Balancing Account 6
(NSGBA), served in support of SCE’s April 3, 2017 ERRA Review of Operations Application. 7
I make this declaration in accordance with D.08-04-023 and Decision 06-06-066, issued in 8
Rulemaking 05-06-040. I have personal knowledge of the facts and representations herein and, 9
if called upon to testify, could and would do so, except for those facts expressly stated to be 10
based upon information and belief, and as to those matters, I believe them to be true. 11
2. I have reviewed Chapter XI Section 7b, Operation of the NSGBA for SCE. 12
Listed below is the data in Chapter XI Section 7b, Operation of the NSGBA for which SCE is 13
seeking confidential protection and the categories on the Matrix of Allowed Confidential 14
Treatment Investor Owned Utility (IOU) Data (D.06-06-066, Appendix 1) to which these data 15
correspond. Also set forth is an explanation of why the data cannot be aggregated, redacted, 16
summarized, masked or otherwise protected in a way that allows partial disclosure: 17
Description of the Data
Location of the Data
Line or Table
Justification for Confidential Protection
Operation of the NSGBA, annual expenditures related to the New Generation PPA Costs, and Energy Auction Related Costs incurred in 2016.
Section 7b. Shaded text and table
This data reveals SCE’s non-affiliate third- party contract pricing terms. Release of this data would enable market participants to calculate SCE’s pricing terms with third parties, and would place SCE at a competitive disadvantage when negotiating the terms of transactions to purchase power.
3. I am informed and believe that SCE is complying with the limitations on 18
confidentiality specified in the Matrix that pertain to the data listed in the table above. 19
9
4. I am informed and believe, and thereon allege, that the data noted in the table 1
above cannot be aggregated, redacted, summarized, masked or otherwise protected in a manner 2
that would allow partial disclosure of the data while still protecting confidential information 3
without jeopardizing SCE’s ability to provide sufficient evidence to support SCE’s Application. 4
5. I am informed and believe, and thereon allege, that the data listed in the table in 5
paragraph 2 above has never been made publicly available. 6
I declare under penalty of perjury under the laws of the State of California that the 7
foregoing is true and correct. 8
Executed on April 3, 2017 at Rosemead, California. 9
/s/ Kimwuana Blebu 10 Kimwuana Blebu 11
10
SOUTHERN CALIFORNIA EDISON COMPANY 1
QUALIFICATIONS AND PREPARED TESTIMONY OF TODD CAMERON 2
Q. Please state your name and business address for the record. 3
A. My name is Todd Cameron, and my business address is 2244 Walnut Grove Avenue, 4
Rosemead, California 91770. 5
Q. Briefly describe your present responsibilities at the Southern California Edison Company. 6
A. I serve as a Project Manager for the Treasurers department focusing on escalation and 7
economic services. My present responsibilities include applying economic and financial 8
analysis to regulatory issues and for internal corporate purposes. 9
Q. Briefly describe your educational and professional background. 10
A. I received a Bachelor’s degree in Economics from San Diego State University and a 11
Master’s degree in Economics from California State University at Fullerton. Prior to 12
joining SCE I was an Econometrician for Xactware Software (1992 – 1996) and an 13
Economist for the Regional Economic Studies Institute (1996 – 1998). In 1998 I joined 14
SCE as a Project Manager focusing on electric market deregulation. At SCE, I have 15
served as a Project Manager in various departments including CSBU, HR, TDBU, 16
Controllers, and Treasurers. 17
Q. What is the purpose of your testimony in this proceeding? 18
A. The purpose of my testimony in this proceeding is to sponsor portions of Exhibit SCE-02, 19
entitled Energy Resource Recovery Account (ERRA) Review Of Operations, 2016, as 20
identified in the Table of Contents thereto. 21
Q. Was this material prepared by you or under your supervision? 22
A. Yes, it was. 23
Q. Insofar as this material is factual in nature, do you believe it to be correct? 24
A. Yes, I do. 25
Q. Insofar as this material is in the nature of opinion or judgment, does it represent your best 26
judgment? 27
A. Yes, it does. 28
Q. Does this conclude your qualifications and prepared testimony? 29
A. Yes, it does.30
11
SOUTHERN CALIFORNIA EDISON COMPANY 1
QUALIFICATIONS AND PREPARED TESTIMONY OF THOMAS CHAMP 2
Q. Please state your name and business address for the record. 3
A. My name is Thomas Champ, and my business address is 5000 Pacific Coast Highway, 4
San Clemente, CA 92672. 5
Q. Briefly describe your present responsibilities at the Southern California Edison Company. 6
A. I am presently responsible for the Finance Group at San Onofre and for Palo Verde 7
Oversight and Finance. 8
Q. Briefly describe your educational and professional background. 9
A. I earned a Bachelor of Science Degree from the University of Phoenix in Business 10
Administration. I have been employed at San Onofre Nuclear Generating Station since 11
June 1983 and was hired as a Southern California Edison employee in December 1985. I 12
have held a number of technical and supervisory positions in Maintenance and a number 13
of management positions in Finance while in the Nuclear Generation Business Unit. 14
Q. What is the purpose of your testimony in this proceeding? 15
A. The purpose of my testimony in this proceeding is to sponsor portions of Exhibit SCE-01, 16
entitled Energy Resource Recovery Account (ERRA) Review Of Operations, 2016, as 17
identified in the Table of Contents thereto. 18
Q. Was this material prepared by you or under your supervision? 19
A. Yes, it was prepared with my supervision. 20
Q. Insofar as this material is factual in nature, do you believe it to be correct? 21
A. Yes, I do. 22
Q. Insofar as this material is in the nature of opinion or judgment, does it represent your best 23
judgment? 24
A. Yes, it does. 25
Q. Does this conclude your qualifications and prepared testimony? 26
A. Yes, it does. 27
12
DECLARATION OF THOMAS CHAMP REGARDING 1
THE CONFIDENTIALITY OF CERTAIN DATA 2
I, THOMAS CHAMP, declare and state: 3
1. I am a Manager in the Nuclear Business Unit Finance Department at Southern 4
California Edison (SCE). As such, I had responsibility for preparing portions of Exhibit SCE-2C 5
Chapter XVI Section F served in support of SCE’s ERRA Review of Operations Review 6
Application filed on or about April 3, 2017. I make this declaration in accordance with the 7
Administrative Law Judge’s Ruling Clarifying Interim Procedures for Complying with Decision 8
06-06-066, issued on August 22, 2006 in Rulemaking 05-06-040. I have personal knowledge of 9
the facts and representations herein and, if called upon to testify, could and would do so, except 10
for those facts expressly stated to be based upon information and belief, and as to those matters, I 11
believe them to be true. 12
2. I have reviewed Exhibit SCE-2C Chapter XVI Section F and Appendices VII-A 13
through VII-E2 and H for which SCE is seeking confidential protection and the categories on the 14
Matrix of Allowed Confidential Treatment Investor Owned Utility (IOU) Data (Matrix) to which 15
these data correspond. 16
Description of the Data
Location of the Data Matrix Category
Period of Confidentiality
Palo Verde Nuclear Generating Station Root Cause Evaluation CRDR 4594327 Revision 2
Exhibit SCE-2C Appendix XVI-A
3. I am informed and believe that SCE is complying with the limitations on 17
confidentiality specified in the Matrix that pertain to the data listed in the table above. 18
4. I am informed and believe and thereon allege that the data in the table above 19
cannot be aggregated, redacted, summarized, masked, or otherwise protected in a manner that 20
would allow partial disclosure of the data while still protecting confidential information without 21
jeopardizing SCE’s ability to provide sufficient evidence to support SCE’s Application. 22
13
5. I am informed and believe and thereon allege that the data in the tables in 1
paragraph 2 above has never been made publicly available. 2
I declare under penalty of perjury under the laws of the State of California that the foregoing 3
is true and correct. 4
Executed on April 3, 2017, at Rosemead, California. 5
/s/ Thomas Champ 6 Thomas Champ 7
14
SOUTHERN CALIFORNIA EDISON COMPANY 1
QUALIFICATIONS AND PREPARED TESTIMONY OF TIMOTHY CONDIT 2
Q. Please state your name and business address for the record. 3
A. My name is Timothy Condit, and my business address is 1515 Walnut Grove Avenue in 4
Rosemead, CA 91770. 5
Q. Briefly describe your present responsibilities at the Southern California Edison Company 6
(SCE). 7
A. I am a Project Manager II within the Generation Department. My responsibilities include 8
the preparation of information and documentation to support regulatory filings, data 9
requests, and business analyses. 10
Q. Briefly describe your educational and professional background. 11
A. I received my Bachelor of Science degree in Civil Engineering from Arizona State 12
University in 1998. I joined SCEs Northern Hydroelectric Region of the Western 13
Operations Division in 2010. In my initial position as a Project Manager I, I managed 14
construction projects for SCE’s Northern Hydroelectric Region. In September of 2012, I 15
transferred from the Northern Hydro Region to the Generation Cost Recovery 16
Department, assuming my current position as a Project Manager II. 17
Q. What is the purpose of your testimony in this proceeding? 18
A. The purpose of my testimony in this proceeding is to sponsor the Energy Resource 19
Recovery Account (ERRA) Review of Operations, 2016, Chapter III - Hydroelectric 20
Generation and Chapter IV – Mountainview Generating Station, as identified in the Table 21
of Contents thereto. 22
Q. Was this material prepared by you or under your supervision? 23
A. Yes, it was. 24
Q. Insofar as this material is factual in nature, do you believe it to be correct? 25
A. Yes, I do. 26
Q. Insofar as this material is in the nature of opinion or judgment, does it represent your best 27
judgment? 28
A. Yes, it does. 29
Q. Does this conclude your qualifications and prepared testimony? 30
A. Yes, it does.31
15
SOUTHERN CALIFORNIA EDISON COMPANY 1
QUALIFICATIONS AND PREPARED TESTIMONY OF DAVID R. COX 2
Q. Please state your name and business address for the record. 3
A. My name is David R. Cox, and my business address is 2244 Walnut Grove Avenue, 4
Rosemead, California 91770. 5
Q. Briefly describe your present responsibilities at the Southern California Edison Company. 6
A. I am the Manager of Contract Management in SCE’s Energy Contracts Department. My 7
present responsibility includes oversight of the administration and management of SCE’s 8
energy contracts portfolio. Additionally, I prepare testimony and documentation for 9
regulatory proceedings and data requests. 10
Q. Briefly describe your educational and professional background. 11
A. I received a Bachelor of Science in Marine Engineering from the United States Merchant 12
Marine Academy in 1981, and a Juris Doctorate from Western State University College 13
of Law in 1999. 14
From 1981-1988, I sailed on U.S. flag merchant ships as a U.S. Coast Guard licensed 15
engineer operating and maintaining various types of propulsion and electric power 16
generation equipment. I then came ashore and worked in various power plant positions 17
including Station Operator (1988-1990), Plant Supervisor (1990-1991), and Plant 18
Manager (1991-1998) for Edison Mission Operation and Maintenance. 19
I worked for Edison Mission Energy as Manager, O&M Engineering (1998-2001) 20
drafting, negotiating, and implementing global contracts covering 75 power generation 21
facilities worldwide. Later, I was promoted to Director, O&M Business Development 22
(2001-2002) performing initial project review and due diligence. Edison Mission Energy 23
disbanded its business development department shortly after California’s energy crisis. 24
From 2003-2005, I was Plant Engineer at South Coast Air Quality Management District. 25
There, I drafted, negotiated, and executed contracts for facility construction and 26
equipment. 27
I began working at SCE in 2005 as a Contract Manager in QF Resources (now Energy 28
Contracts). In 2007, I was promoted to my current position of Manager, Contract 29
Management in Energy Contracts. 30
Q. What is the purpose of your testimony in this proceeding? 31
16
A. The purpose of my testimony in this proceeding is to sponsor portions of Exhibit SCE-01, 1
entitled Energy Resource Recovery Account (ERRA) Review Of Operations, 2016, as 2
identified in the Table of Contents thereto. 3
Q. Was this material prepared by you or under your supervision? 4
A. Yes, it was. 5
Q. Insofar as this material is factual in nature, do you believe it to be correct? 6
A. Yes, I do. 7
Q. Insofar as this material is in the nature of opinion or judgment, does it represent your best 8
judgment? 9
A. Yes, it does. 10
Q. Does this conclude your qualifications and prepared testimony? 11
A. Yes, it does.12
17
DECLARATION OF DAVID R. COX REGARDING 1
THE CONFIDENTIALITY OF CERTAIN DATA 2
I, DAVID R. COX, declare and state: 3
1. I am a Manager in the Energy Contracts Department at Southern California 4
Edison (SCE). As such, I had responsibility for preparing portions of Chapters VII and Chapter 5
XI, and Appendices VII-A through VII-N. I served in support of SCE’s ERRA Review of 6
Operations Application filed on or about April 3, 2017. I make this declaration in accordance 7
with the Administrative Law Judge’s Ruling Clarifying Interim Procedures for Complying with 8
Decision 06-06-066, issued on August 22, 2006 in Rulemaking 05-06-040. I have personal 9
knowledge of the facts and representations herein and, if called upon to testify, could and would 10
do so, except for those facts expressly stated to be based upon information and belief, and as to 11
those matters, I believe them to be true. 12
2. I have reviewed Chapter VII and Chapter XI, as well as Appendices A-N of 13
Chapter VII for which SCE is seeking confidential protection and the categories on the Matrix of 14
Allowed Confidential Treatment Investor Owned Utility (IOU) Data (Matrix) to which these data 15
correspond. 16
Description of the Data
Location of the Data Matrix Category
Period of Confidentiality
Identification of confidential contract terms
Chapter VII: (shaded text);
Table VII-42;
Table VII-43;
Section D.1.g. 1, 2, 4-7;
Section D.1.h;
Section D.1.i. 1, 2;
Section D.1.k.1-2;
Appendix VII-A through VII – N.
VII (B). 3 years from date contract states deliveries to begin; or until one year following expiration, whichever comes first.
3. I am informed and believe that SCE is complying with the limitations on 17
confidentiality specified in the Matrix that pertain to the data listed in the table above. 18
18
4. I am informed and believe and thereon allege that the data in the table above 1
cannot be aggregated, redacted, summarized, masked or otherwise protected in a manner that 2
would allow partial disclosure of the data while still protecting confidential information without 3
jeopardizing SCE’s ability to provide sufficient evidence to support SCE’s Application. 4
5. I am informed and believe and thereon allege that the data in the tables in 5
paragraphs 2 and 4 above has never been made publicly available. 6
I declare under penalty of perjury under the laws of the State of California that the foregoing 7
is true and correct. 8
Executed on April 3, 2017, at Rosemead, California. 9
10
/s/ David R. Cox 11 David R. Cox12
19
SOUTHERN CALIFORNIA EDISON COMPANY 1
QUALIFICATIONS AND PREPARED TESTIMONY OF CASSIE CUARESMA 2
Q. Please state your name and business address for the record. 3
A. My name is Cassie Cuaresma, and my business address is 1515 Walnut Grove Avenue, 4
Rosemead, California 91770. 5
Q. Briefly describe your present responsibilities at the Southern California Edison Company. 6
A. I am the Program Manager for Southern California Edison Company’s Charge Ready 7
Program. I am responsible for the management of customer engagement, electrical 8
system planning, procurement, vendor oversight, and field construction/maintenance 9
necessary for the deployment of electric vehicle charging stations under the Charge 10
Ready Program. 11
Q. Briefly describe your educational and professional background. 12
A. I received a Bachelor of Science Degree in Mechanical Engineering from University of 13
California, Riverside, in 2006. I also received a Bachelor of Science Degree in 14
Engineering Management from California State Polytechnic University, Pomona, in 15
2011. From 2006-2009, I worked for United Engineering Group to add value to investor 16
properties through land planning, engineering, and design. From 2009-2010, I worked for 17
VaCom Technologies to deliver utility energy efficiency programs involving 18
refrigeration technology in industrial and commercial applications. From 2010-2015, I 19
worked for Southern California Edison for the development, quantification, maintenance, 20
and quality assurance of energy efficiency cost effectiveness data that are used to support 21
activities and measure achievements for SCE’s energy efficiency programs. I began 22
working for SCE’s Charge Ready Program in 2015 and currently hold that position. 23
Q. What is the purpose of your testimony in this proceeding? 24
A. The purpose of my testimony in this proceeding is to sponsor portions of Exhibit SCE-02, 25
entitled Energy Resource Recovery Account (ERRA) Review of Operations, 2016, as 26
identified in the Table of Contents thereto. 27
Q. Was this material prepared by you or under your supervision? 28
A. Yes, it was. 29
Q. Insofar as this material is factual in nature, do you believe it to be correct? 30
A. Yes, I do. 31
20
Q. Insofar as this material is in the nature of opinion or judgment, does it represent your best 1
judgment? 2
A. Yes, it does. 3
Q. Does this conclude your qualifications and prepared testimony? 4
A. Yes, it does. 5
21
SOUTHERN CALIFORNIA EDISON COMPANY 1
QUALIFICATIONS AND PREPARED TESTIMONY OF SUSAN P. DIBERNARDO 2
Q. Please state your name and business address for the record. 3
A. My name is Susan DiBernardo, and my business address is 8631 Rush Street, Rosemead, 4
California 91770. 5
Q. Briefly describe your present responsibilities at the Southern California Edison Company 6
(“SCE”). 7
A. Currently, I am a Senior Manager in the Regulatory Affairs Department. I am 8
responsible for the Energy Resource Recovery Account (ERRA) proceeding as well as 9
balancing accounts. Prior to my current position, I was a member of the General Rate 10
Case team responsible for providing regulatory support to operating units in the 11
development of SCE’s General Rate Cases. 12
Q. Briefly describe your educational and professional background. 13
A. I graduated from the University of Southern California with a Bachelor of Arts degree in 14
psychology and also attended numerous business courses. In addition, I earned a 15
Master’s degree in Business Administration from the University of Nevada, Reno. I have 16
also earned the designation of Certified Internal Auditor (CIA). In 2000, I joined SCE as 17
a Corporate Auditor within the Audit Services Department. My responsibilities included 18
audit and advisory services for business units in the areas of Transmission & Distribution, 19
Generation, Shared Services, and Regulatory Policy & Affairs, and others as required. 20
Audit services include the assessment of corporate risk areas, adequacy of internal 21
controls, special investigations, and the evaluation of SCE compliance with regulatory 22
requirements/directives. In 2005, I joined the Regulatory Compliance/Audits & 23
Investigations group within Regulatory Policy & Affairs where I worked with external 24
regulators during their performance of regulatory audits as well as worked with our 25
internal business units to ensure compliance with regulatory requirements. In 2006, I 26
transitioned to the General Rate Case group where I was responsible for preparing 27
testimony and assisting with the financial forecasts used in the proceeding. I have been 28
in my current position since September 2015. 29
Q. What is the purpose of your testimony in this proceeding? 30
22
A. The purpose of my testimony in this proceeding is to sponsor portions of Exhibits SCE-1
01 and SCE-02, entitled Energy Resource Recovery Account (ERRA) Review Of 2
Operations, 2016, as identified in the Table of Contents thereto. 3
Q. Was this material prepared by you or under your supervision? 4
A. Yes, it was. 5
Q. Insofar as this material is factual in nature, do you believe it to be correct? 6
A. Yes, I do. 7
Q. Insofar as this material is in the nature of opinion or judgment, does it represent your best 8
judgment? 9
A. Yes, it does. 10
Q. Does this conclude your qualifications and prepared testimony? 11
A. Yes, it does.12
23
DECLARATION OF SUSAN DIBERNARDO REGARDING 1
THE CONFIDENTIALITY OF CERTAIN DATA 2
I, SUSAN DIBERNARDO, declare and state: 3
1. I am currently the Senior Manager of Revenue Forecasts & Balancing Accounts in 4
the State Regulatory Operations (SRO) Department at Southern California Edison (SCE). As 5
such, I had responsibility for preparing the 2015 Forecast and Recorded Fuel and Purchased 6
Power Revenue Requirement table in SCE-01, Energy Resource Recovery Account (ERRA) 7
Review of Operations, 2016, in A.17-04-00X. I make this declaration in accordance with the 8
Administrative Law Judge’s Ruling Clarifying Interim Procedures for Complying with Decision 9
06-06-066, issued on August 22, 2006 in Rulemaking 05-06-040. I have personal knowledge of 10
the facts and representations herein and, if called upon to testify, could and would do so, except 11
for those facts expressly stated to be based upon information and belief, and as to those matters, I 12
believe them to be true. 13
2. I have reviewed the data for which SCE is seeking confidential protection and the 14
categories on the Matrix of Allowed Confidential Treatment Investor Owned Utility (IOU) Data 15
(Matrix) to which these data correspond. Also set forth is an explanation of why the data cannot 16
be aggregated, redacted, summarized, masked or otherwise protected in a way that allows partial 17
disclosure: 18
Description of the Data
Line or Table Matrix Category Reason why data cannot be aggregated, etc.
SCE’s 2015 Annual Forecast and Recorded of Fuel Costs
- Nuclear, Peakers/Fuel Cell and Mountainview
SCE-2, Table I-1, Lines 2, 5, 6
I. Natural Gas Information
A. Forecasts (gas). (4) Long
term fuel (gas) buying and
hedging plans.
Forecast and Recorded information appear in this format to support and comply with Commissioner request based on confidential data presented in previous testimony.
SCE’s 2015 Annual Forecast and Recorded of Fuel Costs
SCE-2, Table I-1, Line 7, 8
I. Natural Gas Information
A. Forecasts (gas). (4) Long
term fuel (gas) buying and
Forecast and Recorded information appear in this format to support and comply with Commissioner request based on
24
- Fuel Inventory Carrying Cost
hedging plans. confidential data presented in previous testimony.
SCE’s 2015 Annual Forecast and Recorded of Other Purchased Power Contract Costs
- CHP and Renewables and Existing Interutility Contracts
SCE-2, Table I-1, Lines 11, 12
II. Cost forecast data-
Electric. B.
Generation Cost
Forecasts. (3) QF Contracts
(4) Non-QF contracts.
Forecast and Recorded information appear in this format to support and comply with Commissioner request based on confidential data presented in previous testimony.
SCE’s 2015 Annual Forecast and Recorded of Gas Hedging Costs
SCE-2, Table I-1, Line 17
I. Natural Gas Information
A. Forecasts (gas). (4) Long
term fuel (gas) buying and
hedging plans.
Forecast and Recorded information appear in this format to support and comply with Commissioner request based on confidential data presented in previous testimony.
SCE’s 2015 Annual Forecast and Recorded of Gas Transportation and Storage Costs
SCE-2, Table I-1, Line 18
I. Natural Gas Information
A. Forecasts (gas). (4) Long
term fuel (gas) buying and
hedging plans.
Forecast and Recorded information appear in this format to support and comply with Commissioner request based on confidential data presented in previous testimony.
3. I am informed and believe that SCE is complying with the limitations on 1
confidentiality specified in the Matrix that pertain to the data listed in the table above. 2
4. Additionally, SCE is seeking confidential treatment of certain data that is market-3
sensitive, but does not fall into a category on the matrix. That data is listed below: 4
Description of the Data Line or Table Basis for Assertion of
Confidentiality
SCE’s 2015 Annual Forecast and Recorded
SCE-2, Table I-1, Line 20
This number represents the forecast negative mark-to-market of SCE’s contracts (current &
25
Collateral Costs future) under a very low price scenario. With this forecast information, one can derive SCE’s net short (MW) position which is confidential under Matrix Sec. VI.A.
New Gen RFO Capacity, Combined Heat and Power (CHP) Settlement, Cam-Related Peakers
SCE-2, Table I-1, Lines 28, 29, & 30
These numbers represent load and energy costs that are market sensitive and confidential under matrix Section VI.
5. I am informed and believe, and thereon allege, that the data in the table above 1
cannot be aggregated, redacted, summarized, masked or otherwise protected in a manner that 2
would allow partial disclosure of the data while still protecting confidential information without 3
jeopardizing SCE’s ability to provide sufficient evidence to support SCE’s Application. 4
6. I am informed and believe, and thereon allege, that the forecast and recorded data 5
contained in the table have not been made publicly available. 6
I declare under penalty of perjury under the laws of the State of California that the 7
foregoing is true and correct. 8
Executed on March 31, 2017 at Rosemead, California. 9
/s/ Susan DiBernardo 10 Susan DiBernardo 11
26
SOUTHERN CALIFORNIA EDISON COMPANY 1
QUALIFICATIONS AND PREPARED TESTIMONY OF ROBIN DRUMMOND 2
Q. Please state your name and business address for the record. 3
A. My name is Robin Drummond, and my business address is 2244 Walnut Grove Avenue, 4
Rosemead, California 91770. 5
Q. Briefly describe your present responsibilities at the Southern California Edison Company. 6
A. I have been the Manager of the Cash Management Division for Southern California 7
Edison since August 2007. In this position, I am responsible for the company’s short 8
term cash borrowing, short term investments, bank credit lines (including letters of 9
credit), short term cash forecasting, bank relationships, cash accounting, daily banking 10
operations and bank account reconciliations. 11
Q. Briefly describe your educational and professional background. 12
A. I joined SCE in 1986 as an Accountant in the Controllers Organization. In 1994, I 13
became a Financial Analyst in the Treasurer’s Department and have held a variety of 14
positions in the Treasurer’s Regulatory Finance, Investor Relations and Cash 15
Management Divisions. I hold a MBA degree from California State University, Long 16
Beach and a B.S. degree in Accounting from California State University, Los Angeles. I 17
have earned the Certified Treasury Professional (CTP) designation from the Association 18
of Financial Professionals. 19
Q. What is the purpose of your testimony in this proceeding? 20
A. The purpose of my testimony in this proceeding is to sponsor portions of Exhibit SCE-02, 21
entitled Energy Resource Recovery Account (ERRA) Review Of Operations, 2016, as 22
identified in the Table of Contents thereto. 23
Q. Was this material prepared by you or under your supervision? 24
A. Yes, it was. 25
Q. Insofar as this material is factual in nature, do you believe it to be correct? 26
A. Yes, I do. 27
Q. Insofar as this material is in the nature of opinion or judgment, does it represent your best 28
judgment? 29
A. Yes, it does. 30
Q. Does this conclude your qualifications and prepared testimony? 31
27
A. Yes, it does.1
28
SOUTHERN CALIFORNIA EDISON COMPANY 1
QUALIFICATIONS AND PREPARED TESTIMONY OF GARY GOLDEN 2
Q. Please state your name and business address for the record. 3
A. My name is Gary Golden and my business address is 1515 Walnut Grove Ave, 4
Rosemead, CA 91770. 5
Q. Briefly describe your present responsibilities at the Southern California Edison Company 6
(SCE). 7
A. I am the Manager, DSM Economic Analysis & Reporting Group responsible for 8
preparing reports to external parties related to Demand Side Management programs 9
including Demand Response. 10
Q. Briefly describe your educational and professional background. 11
A. I have a Bachelor of Arts degree in Economics from University of California, Los 12
Angeles and a Master’s degree in Business Administration from University of Southern 13
California. I worked at Edison for over 18 years, 14 years in the Customer Service 14
Finance Department 6 years as a Senior Financial Analyst and the remaining as a 15
Manager of Budgets & Cost Controls. Prior to taking my current position in March, 16
2015, the remaining time at SCE was as a Project Manager in the QC and Compliance 17
group. I have previously testified before the California Public Utilities Commission. 18
Q. What is the purpose of your testimony in this proceeding? 19
A. The purpose of my testimony in this proceeding is to sponsor portions of Exhibit SCE-02, 20
entitled Energy Resource Recovery Account (ERRA) Review Of Operations, 2016, as 21
identified in the Table of Contents thereto. 22
Q. Was this material prepared by you or under your supervision? 23
A. Yes, it was. 24
Q. Insofar as this material is factual in nature, do you believe it to be correct? 25
A. Yes, I do. 26
Q. Insofar as this material is in the nature of opinion or judgment, does it represent your best 27
judgment? 28
A. Yes, it does. 29
Q. Does this conclude your qualifications and prepared testimony? 30
A. Yes, it does. 31
29
SOUTHERN CALIFORNIA EDISON COMPANY 1
QUALIFICATIONS AND PREPARED TESTIMONY OF SERGE HANDSCHIN 2
Q. Please state your name and business address for the record. 3
A. My name is Serge Handschin, and my business address is 1515 Walnut Grove Ave., 4
Rosemead, California 91770. 5
Q. Briefly describe your present responsibilities at the Southern California Edison Company. 6
A. I am a Project Manager in SCE’s Power Supply Department. My responsibilities include 7
the preparation of information and documentation to support regulatory filings, data 8
requests, and business analyses. 9
Q. Briefly describe your educational and professional background. 10
A. I hold a Bachelor of Science degree in Mechanical Engineering from California State 11
Polytechnic University, Pomona. 12
Q. What is the purpose of your testimony in this proceeding? 13
A. The purpose of my testimony in this proceeding is to sponsor portions of Exhibit SCE-01, 14
entitled Energy Resource Recovery Account (ERRA) Review Of Operations, 2016, as 15
identified in the Table of Contents thereto. 16
Q. Was this material prepared by you or under your supervision? 17
A. Yes, it was. 18
Q. Insofar as this material is factual in nature, do you believe it to be correct? 19
A. Yes, I do. 20
Q. Insofar as this material is in the nature of opinion or judgment, does it represent your best 21
judgment? 22
A. Yes, it does. 23
Q. Does this conclude your qualifications and prepared testimony? 24
A. Yes, it does.25
30
SOUTHERN CALIFORNIA EDISON COMPANY 1
QUALIFICATIONS AND PREPARED TESTIMONY OF GREGORY HENRY 2
Q. Please state your name and business address for the record. 3
A. My name is Gregory Henry, and my business address is 2244 Walnut Grove Avenue, 4
Rosemead, California 91770. 5
Q. Briefly describe your present responsibilities at the Southern California Edison Company. 6
A. I am the Manager of Investments in the Treasurer’s Department. I am responsible for 7
managing the trust investment programs for Edison’s pension fund, PBOP trusts, nuclear 8
decommissioning trusts, and investment funds for the 401k plan. In this capacity, I work 9
to establish strategic trust investment strategies, select and monitor investment managers, 10
investment funds and other service providers. I am also responsible for trust fund 11
administration related to contributions, withdrawals and investment activity for the 12
pension fund, PBOP trusts and nuclear decommissioning trusts. 13
Q. Briefly describe your educational and professional background. 14
A. I received a Bachelor’s degree in Economics and Accounting from the University of the 15
West Indies in 1987; a Master of Business Administration (Finance) from California 16
State University, San Bernardino in 1997 and I am a CFA charter holder. 17
I joined the Southern California Edison Company as a Financial Analyst in the Planning 18
and Analysis group of the Treasurer’s Department in 1998 and transferred to the 19
Investments Division in 2000. 20
Q. What is the purpose of your testimony in this proceeding? 21
A. The purpose of my testimony in this proceeding is to sponsor a portion of Exhibit SCE-22
02, entitled Energy Resource Recovery Account (ERRA) Review Of Operations, 2016, as 23
identified in the Table of Contents thereto. 24
Q. Was this material prepared by you or under your supervision? 25
A. Yes, it was. 26
Q. Insofar as this material is factual in nature, do you believe it to be correct? 27
A. Yes, I do. 28
Q. Insofar as this material is in the nature of opinion or judgment, does it represent your best 29
judgment? 30
A. Yes, it does. 31
31
Q. Does this conclude your qualifications and prepared testimony? 1
A. Yes, it does.2
32
SOUTHERN CALIFORNIA EDISON COMPANY 1
QUALIFICATIONS AND PREPARED TESTIMONY OF RONALD HITE 2
Q. Please state your name and business address for the record. 3
A. My name is Ronald Hite, and my business address is 1 Pebbly Beach Rd. Avalon, 4
California 90704. 5
Q. Briefly describe your present responsibilities at the Southern California Edison Company. 6
A. I am the District Manager for SCE’s Catalina Island Utilities. 7
Q. Briefly describe your educational and professional background. 8
A. I have a UCI project management certification and significant amounts of utility-specific 9
education. 10
I began working for SCE in 1988 and spent the majority of my career in the Power 11
Production Department in various positions ranging from Plant Equipment Operator to 12
Project Manager. 13
I resigned my employment with SCE to join Edison’s O&M Services (EOMS) in 1999 as 14
a Project Manager to support the Guam Power Authority’s Enterprise Resource Planning 15
implementation program. 16
In 2001, I was appointed Edison’s Regional Manager for the Asia/Pacific region. My 17
responsibilities were primarily focused on utility management for the isolated island 18
utilities in the Asia/Pacific region. 19
I returned to SCE in 2003 as a Senior Project Manager tasked with supporting SCE’s 20
Catalina Island utilities (electric, water, and gas). 21
In 2010, I was appointed to the position of District Manager for SCE’s Catalina Island 22
utilities responsible for the entire organization. 23
Q. What is the purpose of your testimony in this proceeding? 24
A. The purpose of my testimony in this proceeding is to sponsor portions of Exhibit SCE-01, 25
entitled Energy Resource Recovery Account (ERRA) Review Of Operations, 2016, as 26
identified in the Table of Contents thereto. 27
Q. Was this material prepared by you or under your supervision? 28
A. Yes. 29
Q. Insofar as this material is factual in nature, do you believe it to be correct? 30
A. Yes, I do. 31
33
Q. Insofar as this material is in the nature of opinion or judgment, does it represent your best 1
judgment? 2
A. Yes, it does. 3
Q. Does this conclude your qualifications and prepared testimony? 4
A. Yes, it does.5
34
SOUTHERN CALIFORNIA EDISON COMPANY 1
QUALIFICATIONS AND PREPARED TESTIMONY OF CINDY JACOBS 2
Q. Please state your name and business address for the record. 3
A. My name is Cindy Jacobs, and my business address is 3 Innovation Way, Pomona, 4
California 91768. 5
Q. Briefly describe your present responsibilities at the Southern California Edison Company. 6
A. I am currently the Manager of Regulatory Policy, Internal Controls in SCE’s Pole 7
Program Management Department. I manage the regulatory involvement, capital and 8
O&M budget, policies and procedures for the Pole Program Management Department. 9
Q. Briefly describe your educational and professional background. 10
A. I earned a Bachelor of Science degree in Engineering from the University of Illinois at 11
Urbana-Champaign and a Master’s degree in Business Administration from the 12
University of California at Los Angeles. I have been employed by Southern California 13
Edison Company and Edison International since 1993. At Southern California Edison I 14
have held various positions in finance, risk management and regulatory policy. I was 15
promoted to my current position in 2013. Prior to joining Southern California Edison, I 16
held the position of Quality Manager at TRW Technar and the position of engineer at 17
Delco Products Division of General Motors. 18
Q. What is the purpose of your testimony in this proceeding? 19
A. The purpose of my testimony in this proceeding is to sponsor portions of Exhibit SCE-02, 20
entitled Energy Resource Recovery Account (ERRA) Review Of Operations, 2016, as 21
identified in the Table of Contents thereto. 22
Q. Was this material prepared by you or under your supervision? 23
A. Yes, it was. 24
Q. Insofar as this material is factual in nature, do you believe it to be correct? 25
A. Yes, I do. 26
Q. Insofar as this material is in the nature of opinion or judgment, does it represent your best 27
judgment? 28
A. Yes, it does. 29
Q. Does this conclude your qualifications and prepared testimony? 30
A. Yes, it does.31
35
SOUTHERN CALIFORNIA EDISON COMPANY 1
QUALIFICATIONS AND PREPARED TESTIMONY OF BRIAN KOPEC 2
Q. Please state your name and business address for the record. 3
A. My name is Brian Kopec, and my business address is 1515 Walnut Grove Avenue, 4
Rosemead, California 91770. 5
Q. Briefly describe your present responsibilities at the Southern California Edison Company 6
(SCE). 7
A. I am Senior Project Manager, Marketing within the Customer Programs and Services 8
division of Southern California Edison. In this role, I am responsible for SCE’s 9
marketing communications associated with Statewide Marketing, Education and 10
Outreach and residential rates. 11
Q. Briefly describe your educational and professional background. 12
A. I completed a Bachelor’s degree in Business Administration from Eastern Michigan 13
University with emphasis in advertising and marketing. I have worked at SCE for 14
approximately 10 years in Customer Service. Prior to my current function which I 15
described above, I was the Manager of Residential Marketing in the Customer Service 16
Programs and Services division for approximately three years. Prior to SCE, I have over 17
10 years of experience in business working in disciplines such as advertising, marketing, 18
promotion, branding and public relations for a variety of businesses, both consumer 19
package goods and services. 20
Q. What is the purpose of your testimony in this proceeding? 21
A. The purpose of my testimony in this proceeding is to sponsor portions of Exhibit SCE-02, 22
entitled Energy Resource Recovery Account (ERRA) Review Of Operations, 2016, as 23
identified in the Table of Contents thereto. 24
Q. Was this material prepared by you or under your supervision? 25
A. Yes, it was. 26
Q. Insofar as this material is factual in nature, do you believe it to be correct? 27
A. Yes, I do. 28
Q. Insofar as this material is in the nature of opinion or judgment, does it represent your best 29
judgment? 30
A. Yes, it does. 31
36
Q. Does this conclude your qualifications and prepared testimony? 1
A. Yes, it does.2
37
SOUTHERN CALIFORNIA EDISON COMPANY 1
QUALIFICATIONS AND PREPARED TESTIMONY OF KAREN Y. KOYANO 2
Q. Please state your name and business address for the record. 3
A. My name is Karen Y. Koyano. I am employed by Southern California Edison Company 4
(SCE). My business address is 2244 Walnut Grove Avenue, Rosemead, California 5
91770. 6
Q. Briefly describe your present responsibilities at SCE. 7
A. I am the Principal Manager of FERC Tariffs and Compliance in the Regulatory Affairs 8
Department. In this position, I am responsible for transmission-related filings to FERC 9
including the annual transmission revenue requirements, interconnection agreements, and 10
other FERC compliance reports. I am also responsible for SCE’s analytical and 11
accounting support for the FERC Refund Proceeding and for settlement negotiations 12
seeking refunds to California ratepayers stemming from the 2000-2001 California energy 13
crisis. 14
Q. Briefly describe your educational and professional background. 15
A. I received a Bachelor of Science degree in Mechanical Engineering from California State 16
University, Long Beach and a Master of Arts in Applied Statistics from the University of 17
California at Santa Barbara. 18
I have been in my current position since 2015. From 2003-2015, I held various 19
management positions including Manager of CAISO Market Analysis, Manager of Short 20
Term Planning of SCE generation resources, and Project Manager of energy procurement 21
solicitations. I have previously testified before the CPUC in the 2005 and 2006 ERRA 22
Forecast of Operations proceedings. From 1998 - 2003, I held various positions at the 23
California Power Exchange (CalPX), the last of which was as Senior Manager, 24
responsible for the calculation of refund amounts due to CalPX market participants 25
during the California energy crisis. 26
Q. What is the purpose of your testimony in this proceeding? 27
A. The purpose of my testimony in this proceeding is to sponsor portions of Exhibit SCE-02, 28
entitled Energy Resource Recovery Account (ERRA) Review Of Operations, 2016, as 29
identified in the Table of Contents thereto. 30
Q. Was this material prepared by you or under your supervision? 31
38
A. Yes, it was. 1
Q. Insofar as this material is factual in nature, do you believe it to be correct? 2
A. Yes, I do. 3
Q. Insofar as this material is in the nature of opinion or judgment, does it represent your best 4
judgment? 5
A. Yes, it does. 6
Q. Does this conclude your qualifications and prepared testimony? 7
A. Yes, it does. 8
39
SOUTHERN CALIFORNIA EDISON COMPANY 1
QUALIFICATIONS AND PREPARED TESTIMONY OF STEVEN A. LELEWER 2
Q. Please state your name and business address for the record. 3
A. My name is Steven A. Lelewer, and my business address is 5000 Pacific Coast Hwy, San 4
Clemente, California 92672. 5
Q. Briefly describe your present responsibilities at the Southern California Edison Company. 6
A. As Nuclear Fuel Procurement Manager, I have responsibility for the procurement and 7
administration of contracts for the supply, transportation, delivery, storage, disposition 8
and disposal of nuclear fuel. 9
Q. Briefly describe your educational and professional background. 10
A. I received a Bachelor and Master of Science Degree in Chemical Engineering from 11
Michigan State University in 1972, and 1978. I am a Registered Professional Engineer in 12
the State of California in the Mechanical Engineering branch. I have been employed by 13
Southern California Edison Company since 2007 in the Project Management Division at 14
the San Onofre Nuclear Generating Station. In December 2012, I was appointed Nuclear 15
Fuel Procurement Manager. 16
Q. What is the purpose of your testimony in this proceeding? 17
A. The purpose of my testimony in this proceeding is to sponsor portions of Exhibit SCE-01, 18
entitled Energy Resource Recovery Account (ERRA) Review Of Operations, 2016, as 19
identified in the Table of Contents thereto. 20
Q. Was this material prepared by you or under your supervision? 21
A. Yes. 22
Q. Insofar as this material is factual in nature, do you believe it to be correct? 23
A. Yes, I do. 24
Q. Insofar as this material is in the nature of opinion or judgment, does it represent your best 25
judgment? 26
A. Yes, it does. 27
Q. Does this conclude your qualifications and prepared testimony? 28
A. Yes, it does.29
40
SOUTHERN CALIFORNIA EDISON COMPANY 1
QUALIFICATIONS AND PREPARED TESTIMONY OF STANLEY LIU 2
Q. Please state your name and business address for the record. 3
A. My name is Stanley Liu, and my business address is 2244 Walnut Grove Avenue, 4
Rosemead, California 91770. 5
Q. Briefly describe your present responsibilities at the Southern California Edison Company. 6
A. I am currently a Principal Advisor in the Energy Trading group within Energy 7
Procurement and Management at SCE. I manage the price risk exposure in our portfolio 8
due to fluctuating power and natural gas prices. 9
Q. Briefly describe your educational and professional background. 10
A. I have a BA in Economics from Cornell University and an MBA in finance from the 11
Marshall School of Business (University of Southern California). I have over 20 years of 12
experience in the energy sector working with a variety of companies from an option 13
trading firm, an energy marketer, and two separate Wall Street Investment banks, prior to 14
my time here at SCE. 15
Q. What is the purpose of your testimony in this proceeding? 16
A. The purpose of my testimony in this proceeding is to sponsor the portions of Exhibit 17
SCE-02, entitled Energy Resource Recovery Account (ERRA) Review of Operations, 18
2016, as identified in the Table of Contents thereto. 19
Q. Was this material prepared by you or under your supervision? 20
A. Yes, it was. 21
Q. Insofar as this material is factual in nature, do you believe it to be correct? 22
A. Yes, I do. 23
Q. Insofar as this material is in the nature of opinion or judgment, does it represent your best 24
judgment? 25
A. Yes, it does. 26
Q. Does this conclude your qualifications and prepared testimony? 27
A. Yes, it does.28
41
DECLARATION OF STANLEY LIU REGARDING 1
THE CONFIDENTIALITY OF CERTAIN DATA 2
I, STANLEY LIU, declare and state: 3
1. I am a Principal Advisor in the Energy Trading group within the Energy 4
Procurement and Management Department at Southern California Edison (SCE). As such, I had 5
responsibility for preparing portions of Chapter VIII, Natural Gas Procurement for SCE, served 6
in support of SCE’s ERRA Review of Operations, 2016 Application filed on or about April 3, 7
2017. I make this declaration in accordance with D.08-04-023 and Decision 06-06-066, issued 8
in Rulemaking 05-06-040. I have personal knowledge of the facts and representations herein 9
and, if called upon to testify, could and would do so, except for those facts expressly stated to be 10
based upon information and belief, and as to those matters, I believe them to be true. 11
2. I have reviewed Chapter VIII, Natural Gas Procurement for SCE. Listed below 12
are the data in Chapter VIII, Natural Gas Procurement for SCE, for which SCE is seeking 13
confidential protection and the categories on the Matrix of Allowed Confidential Treatment 14
Investor Owned Utility (IOU) Data (D.06-06-066, Appendix 1) to which these data correspond. 15
Also set forth is an explanation of why the data cannot be aggregated, redacted, summarized, 16
masked or otherwise protected in a way that allows partial disclosure: 17
Description of the Data
Location of the Data
Line or Table
Matrix Category Reason why data cannot be aggregated, etc.
Natural Gas Procurement for UOG and Tolling Agreements
Chapter VIII: Table VIII-1; Table VIII-2;
Shaded tables
Historical information (gas) (IB-2): Utility recorded gas procurement and cost information
SCE must provide full disclosure to support ERRA testimony.
SCE’s Natural Gas Operations
Chapter VIII: Section C.1;
Shaded text
Contracts and power purchase agreements between utilities and non-affiliated third parties (VII-B): other contract terms
SCE must provide full disclosure to support ERRA testimony.
3. I am informed and believe that SCE is complying with the limitations on 18
confidentiality specified in the Matrix that pertain to the data listed in the table above. 19
42
4. I am informed and believe and thereon allege that the data in the table above 1
cannot be aggregated, redacted, summarized, masked or otherwise protected in a manner that 2
would allow partial disclosure of the data while still protecting confidential information without 3
jeopardizing SCE’s ability to provide sufficient evidence to support SCE’s Application. 4
5. I am informed and believe and thereon allege that the data in the tables in 5
paragraph 2 above has never been made publicly available. 6
I declare under penalty of perjury under the laws of the State of California that the foregoing 7
is true and correct. 8
Executed on March 31, 2017, at Rosemead, California. 9
/s/ Stanley Liu 10 Stanley Liu11
43
SOUTHERN CALIFORNIA EDISON COMPANY 1
QUALIFICATIONS AND PREPARED TESTIMONY OF ERIC I. LOPEZ 2
Q. Please state your name and business address for the record. 3
A. My name is Eric I. Lopez, and my business address is 2244 Walnut Grove Avenue, 4
Rosemead, California 91770. 5
Q. Briefly describe your present responsibilities at the Southern California Edison Company. 6
A. I am the Manager of Contract Compliance and Technical Services in SCE’s Energy 7
Contracts Department. I am responsible for supervising staff who perform technical and 8
analytical support of a wide range of contract origination and administration activities for 9
the department. Additionally, I prepare testimony and documentation for regulatory 10
proceedings and data requests. 11
Q. Briefly describe your educational and professional background. 12
A. I received a Bachelor of Science in Business Administration from California State 13
Polytechnic University, Pomona in 1992. I joined SCE in 2002, as an Energy Operations 14
Specialist in the Day Ahead Operations Group. As an Energy Operations Specialist I was 15
part of a team responsible for the submittal of energy schedules and bids to the California 16
Independent System Operator (CAISO). I was promoted to Manager of Day Ahead 17
Operations, in 2008, where I managed a team of Energy Operations Specialists. I moved 18
to my current role as Manager of Contract Compliance and Technical Services in 2015. 19
Q. What is the purpose of your testimony in this proceeding? 20
A. The purpose of my testimony in this proceeding is to sponsor portions of Exhibit SCE-01, 21
entitled Energy Resource Recovery Account (ERRA) Review Of Operations, 2016, as 22
identified in the Table of Contents thereto. 23
Q. Was this material prepared by you or under your supervision? 24
A. Yes, it was. 25
Q. Insofar as this material is factual in nature, do you believe it to be correct? 26
A. Yes, I do. 27
Q. Insofar as this material is in the nature of opinion or judgment, does it represent your best 28
judgment? 29
A. Yes, it does. 30
Q. Does this conclude your qualifications and prepared testimony? 31
44
A. Yes, it does.1
45
DECLARATION OF ERIC LOPEZ REGARDING 1
THE CONFIDENTIALITY OF CERTAIN DATA 2
I, ERIC LOPEZ declare and state: 3
1. I am a Manager in the Energy Contracts Department at Southern California 4
Edison (SCE). As such, I had the responsibility for preparing portions of Chapter VII served in 5
support of SCE’s ERRA Review of Operations Application filed on or about April 3, 2017. I 6
make this declaration in accordance with Commission Decisions (D.) 06-06-066 and D.08-04-7
023, issued in Rulemaking 05-06-040. I have personal knowledge of the facts and 8
representations herein and, if called upon to testify, could and would do so, except for those facts 9
expressly stated to be based upon information and belief, and as to those matters, I believe them 10
to be true. 11
2. Listed below are the data in the Chapter VII for which SCE is seeking 12
confidential protection and the categories of the Matrix of Allowed Confidential Treatment 13
Investor-Owned Utility (IOU) Data (Matrix) appended to D.06-06-066 to which these data 14
correspond. 15
Description of Data Pages Matrix
Category
Limitations on Confidentiality Specified in
Matrix
Identification of confidential contract terms
Chapter VII: (shaded text)
Section C.1.d.1-2, 4-6;
Table VII-41;
Appendix VII-A;
Appendix VII-H;
VII (B) Three years from date contract states deliveries to begin; or until one year following expiration, whichever comes first.
Identification of confidential contract terms
Chapter VII: (shaded text)
Section F.2.a.1.e;
Section F.2.i;
VII (G) Three years from date contract states deliveries to begin; or until one year following expiration, whichever comes first.
3. I am informed and believe and thereon allege that the data in the tables in 16
paragraph 2 above cannot be aggregated, redacted, summarized, masked or otherwise protected 17
46
in a manner that would allow partial disclosure of the data while still protecting confidential 1
information, because the Data Request requires that the data be provided in this form. 2
4. I am informed and believe and thereon allege that the data in the tables in 3
paragraph 2 above has never been made publicly available. 4
I declare under penalty of perjury under the laws of the State of California that the 5
foregoing is true and correct. 6
Executed on April 3, 2017 at Rosemead, California. 7
/s/ Eric Lopez 8 Eric Lopez9
47
SOUTHERN CALIFORNIA EDISON COMPANY 1
QUALIFICATIONS AND PREPARED TESTIMONY OF JOHN H. MONTANYE 2
Q. Please state your name and business address for the record. 3
A. My name is John H. Montanye, and my business address is 8631 Rush 4
Street, Rosemead, California 91770. 5
Q. Briefly describe your present responsibilities at the Southern California Edison Company. 6
A. I am currently a Contract Manager in the Revenue Forecasts and Balancing Accounts 7
section of SCE’s State Regulatory Operations Department. Since 2007, my 8
responsibilities include the management of the company’s Energy Resource Recovery 9
Account (ERRA) Review and Forecast of Operations annual proceedings. 10
Briefly describe your educational and professional background. 11
A. I earned a Bachelor of Arts degree in Business Administration, Accounting from 12
California State University at Fullerton in 1985, and a Master’s degree in Business 13
Administration from the University of LaVerne in 1995. I have been employed by SCE 14
since 1982 and have worked in Customer Service, Financial Accounting, Public Affairs, 15
and Regulatory Operations, performing various responsibilities within each organization. 16
Q. What is the purpose of your testimony in this proceeding? 17
A. The purpose of my testimony in this proceeding is to sponsor portions of SCE-02, 18
entitled Energy Resource Recovery Account (ERRA) Review of Operations 2016 as 19
identified in the Table of Contents thereto. 20
Q. Was this material prepared by you or under your supervision? 21
A. Yes, it was. 22
Q. Insofar as this material is factual in nature, do you believe it to be correct? 23
A. Yes, I do. 24
Q. Insofar as this material is in the nature of opinion or judgment, does it represent your best 25
judgment? 26
A. Yes, it does. 27
Q. Does this conclude your qualifications and prepared testimony? 28
A. Yes, it does.29
48
SOUTHERN CALIFORNIA EDISON COMPANY 1
QUALIFICATIONS AND PREPARED TESTIMONY OF MARCI J. PALMSTROM 2
Q. Please state your name and business address for the record. 3
A. My name is Marci J. Palmstrom, and my business address is 2244 Walnut Grove Avenue, 4
Rosemead, California 91770. 5
Q. Briefly describe your present responsibilities at the Southern California Edison Company. 6
A. I am the Manager of Contract Management in SCE’s Energy Contracts Department. My 7
present responsibility includes oversight of the administration and management of SCE’s 8
energy contracts portfolio. 9
Q. Briefly describe your educational and professional background. 10
A. I earned a Bachelor of Arts degree in Communications with a minor in Business 11
Administration from California State University, Fullerton and a Master of Public 12
Administration degree from California State University, Northridge. I first joined 13
Southern California Edison in 2003 as a project manager in the Energy Efficiency group 14
where I managed an energy efficiency incentive program for large commercial and 15
industrial customers. From 2007 to 2010, I worked in the Renewable and Alternative 16
Power group as a project manager in regulatory policy. From 2010 to 2013, I was the 17
manager of gas contracts in the Energy Supply & Management group. Prior to joining 18
SCE, I worked for ICF Consulting as a Senior Associate from 2000 to 2003 on energy 19
efficiency and environmental programs. 20
Q. What is the purpose of your testimony in this proceeding? 21
A. The purpose of my testimony in this proceeding is to sponsor portions of Exhibits SCE-22
01 and SCE-02, entitled Energy Resource Recovery Account (ERRA) Review Of 23
Operations, 2016, as identified in the Table of Contents thereto. 24
Q. Was this material prepared by you or under your supervision? 25
A. Yes, it was. 26
Q. Insofar as this material is factual in nature, do you believe it to be correct? 27
A. Yes, I do. 28
Q. Insofar as this material is in the nature of opinion or judgment, does it represent your best 29
judgment? 30
A. Yes, it does. 31
49
Q. Does this conclude your qualifications and prepared testimony? 1
A. Yes, it does.2
50
DECLARATION OF MARCI J. PALMSTROM REGARDING 1 THE CONFIDENTIALITY OF CERTAIN DATA 2
I, MARCI J. PALMSTROM, declare and state: 3
1. I am a Manager in the Energy Contracts Department at Southern California 4
Edison (SCE). As such, I had responsibility for preparing portions of Chapter VII, and 5
Appendices VII-A through VII-N served in support of SCE’s ERRA Review of Operations 6
Application filed on or about April 3, 2017. I make this declaration in accordance with the 7
Administrative Law Judge’s Ruling Clarifying Interim Procedures for Complying with Decision 8
06-06-066, issued on August 22, 2006 in Rulemaking 05-06-040. I have personal knowledge of 9
the facts and representations herein and, if called upon to testify, could and would do so, except 10
for those facts expressly stated to be based upon information and belief, and as to those matters, I 11
believe them to be true. 12
2. I have reviewed Chapter VII and Appendices VII-A through VII-N for which 13
SCE is seeking confidential protection and the categories on the Matrix of Allowed Confidential 14
Treatment Investor Owned Utility (IOU) Data (Matrix) to which these data correspond. 15
Description of the Data
Location of the Data Matrix Category
Period of Confidentiality
Identification of Confidential contract terms
Chapter VII: (Shaded text);
Table VII-50;
Table VII-56;
Table VII-58;
Section D.2.e. 4;
Section D.3.e. 2-8, 11-43, 46,48-52,54;
Section D.3.f. 1-45;
Section D.3.h. 7,8;
Section D.3.j. 4,5;
Appendix VII A through VII N.
VII (B), (F), and (G).
3 years from date contract states deliveries to begin; or until one year following expiration, whichever comes first.
51
3. Additionally, SCE is seeking confidential treatment of certain data that is market-1
sensitive, but does not fall into a category on the matrix. That data is listed below. 2
Description of the Data
Location of the Data Justification for Confidentiality
Purchases in billion kWh from PURPA projects by month. Purchases in billion kWh from CHP projects by month. Purchases in billion kWh from RPS projects by month.
Footnote 129; Footnote 130; and Footnote 135.
Disclosing this information will lead to higher electricity costs for SCE’s customers because market participants will be able to anticipate and profit from knowing SCE’s negotiation strategies in advance of execution.
4. I am informed and believe that SCE is complying with the limitations on 3
confidentiality specified in the Matrix that pertain to the data listed in the table above. 4
5. I am informed and believe and thereon allege that the data in the table above 5
cannot be aggregated, redacted, summarized, masked or otherwise protected in a manner that 6
would allow partial disclosure of the data while still protecting confidential information without 7
jeopardizing SCE’s ability to provide sufficient evidence to support SCE’s Application. 8
6. I am informed and believe and thereon allege that the data in the tables in 9
Paragraph 2 above has never been made publicly available. 10
I declare under penalty of perjury under the laws of the State of California that the 11
foregoing is true and correct. 12
Executed on April 3, 2017, at Rosemead, California. 13
14
/s/ Marci J. Palmstrom 15
Marci J. Palmstrom16
52
SOUTHERN CALIFORNIA EDISON COMPANY 1
QUALIFICATIONS AND PREPARED TESTIMONY OF MARK WALLENROD 2
Q. Please state your name and business address for the record. 3
A. My name is Mark Wallenrod, and my business address is 1515 Walnut Grove Avenue. 4
Q. Briefly describe your present responsibilities at the Southern California Edison Company. 5
A. I am currently the Director of Demand Side Management (DSM) Program Operations in 6
SCE’s Customer Service organization. In this capacity, I am responsible for managing 7
SCE’s portfolio of energy efficiency, demand response, and income qualified programs. 8
Q. Briefly describe your educational and professional background. 9
A. I received a Master of Science degree in Energy Management and Policy form the 10
University of Pennsylvania in Philadelphia, PA. In fulfillment of this degree, I completed 11
coursework at the Wharton School, Moore School of Engineering, and School of Public 12
and Urban Policy. I received a Bachelor of Science degree from Dickinson College in 13
Carlisle, PA. I have been with SCE for 30 years and have worked in various analytical, 14
supervisory, and management positions in the Regulatory Policy and Affairs, System 15
Planning, and Customer Service Department. I have previously testified before the 16
Commission. 17
Q. What is the purpose of your testimony in this proceeding? 18
A. The purpose of my testimony in this proceeding is to sponsor portions of Exhibit SCE-01, 19
entitled Energy Resource Recovery Account (ERRA) Review Of Operations, 2016, as 20
identified in the Table of Contents thereto. 21
Q. Was this material prepared by you or under your supervision? 22
A. Yes, it was. 23
Q. Insofar as this material is factual in nature, do you believe it to be correct? 24
A. Yes, I do. 25
Q. Insofar as this material is in the nature of opinion or judgment, does it represent your best 26
judgment? 27
A. Yes, it does. 28
Q. Does this conclude your qualifications and prepared testimony? 29
A. Yes, it does.30
53
DECLARATION OF MARK WALLENROD REGARDING 1 THE CONFIDENTIALITY OF CERTAIN DATA 2
I, MARK WALLENROD, declare and state: 3
1. I am the Director of Demand Side Management (DSM) Program Operations in 4
SCE’s Customer Service organization. As such, I had responsibility for preparing the Behind-5
The-Meter (BTM) portions of Chapter VII and Appendix VII-M and VII-N served in support of 6
SCE’s ERRA Review of Operations Application filed on or about April 3, 2017. I make this 7
declaration in accordance with the Administrative Law Judge’s Ruling Clarifying Interim 8
Procedures for Complying with Decision 06-06-066, issued on August 22, 2006 in Rulemaking 9
05-06-040. I have personal knowledge of the facts and representations herein and, if called upon 10
to testify, could and would do so, except for those facts expressly stated to be based upon 11
information and belief, and as to those matters, I believe them to be true. 12
2. I have reviewed the BTM portions of Chapter VII for which SCE is seeking 13
confidential protection and the categories on the Matrix of Allowed Confidential Treatment 14
Investor Owned Utility (IOU) Data (Matrix) to which these data correspond. 15
Description of the Data
Location of the Data Matrix Category
Period of Confidentiality
Identification of Confidential contract terms
Chapter VII Section D-4 & Table VII-61 (shaded text);
D.4.d. 1-40; and
Appendix VII-M and VII-N.
VII (B) {Contracts and power
purchase agreements
between utilities and
non-affiliated third
parties (except RPS)}
3 years from date contract states deliveries to begin; or until one year following expiration, whichever comes first.
3. I am informed and believe that SCE is complying with the limitations on 16
confidentiality specified in the Matrix that pertain to the data listed in the table above. 17
54
4. I am informed and believe and thereon allege that the data in the table above 1
cannot be aggregated, redacted, summarized, masked or otherwise protected in a manner that 2
would allow partial disclosure of the data while still protecting confidential information without 3
jeopardizing SCE’s ability to provide sufficient evidence to support SCE’s Application. 4
5. I am informed and believe and thereon allege that the data in the tables in 5
Paragraph 2 above has never been made publicly available. 6
I declare under penalty of perjury under the laws of the State of California that the 7
foregoing is true and correct. 8
Executed on April 3, 2017, at Rosemead, California. 9
/s/ Mark Wallenrod 10 Mark Wallenrod11
55
SOUTHERN CALIFORNIA EDISON COMPANY 1
QUALIFICATIONS AND PREPARED TESTIMONY OF THOMAS E. WATSON 2
Q. Please state your name and business address for the record. 3
A. My name is Thomas E. Watson, and my business address is 2244 Walnut Grove Avenue, 4
Rosemead, California 91770. 5
Q. Briefly describe your present responsibilities at the Southern California Edison Company. 6
A. I am a Principal Advisor in the Trading & Market Operations division of SCE’s Energy 7
Procurement and Management (EPM) department. My responsibilities include 8
representing SCE interests in market design and related policy development, plus general 9
oversight of EPM’s wholesale market-related activities. 10
Q. Briefly describe your educational and professional background. 11
A. I have been employed with SCE since 1980 and held staff and management-level 12
positions in the operations and planning areas, including responsibility for demand 13
forecasting, resource maintenance planning, unit commitment modeling, fuel use 14
forecasting, resource portfolio analytics, resource bid development and real-time 15
operations. I assumed my current role in 2015. I have testified before the California 16
Public Utilities Commission several times. 17
Q. What is the purpose of your testimony in this proceeding? 18
A. The purpose of my testimony in this proceeding is to sponsor portions of Exhibits SCE-19
01 and SCE-02, entitled Energy Resource Recovery Account (ERRA) Review Of 20
Operations, 2016, as identified in the Table of Contents thereto. 21
Q. Was this material prepared by you or under your supervision? 22
A. Yes. 23
Q. Insofar as this material is factual in nature, do you believe it to be correct? 24
A. Yes. 25
Q. Insofar as this material is in the nature of opinion or judgment, does it represent your best 26
judgment? 27
A. Yes. 28
Q. Does this conclude your qualifications and prepared testimony? 29
A. Yes.30
56
DECLARATION OF THOMAS E. WATSON REGARDING 1
THE CONFIDENTIALITY OF CERTAIN INFORMATION 2
I, THOMAS E. WATSON, declare and state: 3
1. I am a Principal Advisor in the Southern California Edison (SCE) Energy 4
Procurement and Management Department. As such, I had responsibility for preparing Chapter 5
II of the testimony served in support of SCE’s April 3, 2017 Energy Resource Recovery Account 6
(ERRA) Application. I make this declaration in accordance with Commission Decisions (D.) 06-7
06-066 and D.08-04-023, issued in Rulemaking 05-06-040. I have personal knowledge of the 8
facts and representations herein and, if called upon to testify, could and would do so, except for 9
those facts expressly stated to be based upon information and belief, and as to those matters, I 10
believe them to be true. 11
2. I have reviewed Chapter II. Listed below is the data for which SCE is seeking 12
confidential protection and the categories on the Matrix of Allowed Confidential Treatment 13
Investor Owned Utility (IOU) Data (Matrix) to which these data correspond. 14
Description of the Data
Location of the Data Matrix Category
Period of Confidentiality
Resource commitment costs
Shaded text and table sections in Ch. II, Section E.4
XI. Monthly Procurement Costs
Three years.
3. I am informed and believe that SCE is complying with the limitations on 15
confidentiality specified in the Matrix that pertain to the data listed in the table above. 16
4. Listed below is the market-sensitive information in Chapter II for which SCE is 17
seeking confidential protection, but does not fall into a category on the Commission’s 18
Confidentiality Matrix. Also set forth is an explanation of why the data cannot be aggregated, 19
redacted, summarized, masked or otherwise protected in a way that allows partial disclosure. 20
Description of Confidential Information
Location of the Information
Basis for Assertion of Confidentiality
Bidding strategy in submitting supply and demand bids to the
Shaded text in Ch. II, Section D.1
Releasing this information would reveal SCE’s procurement strategy, which would allow market
57
Description of Confidential Information
Location of the Information
Basis for Assertion of Confidentiality
CAISO and other criteria utilized in selecting the volume to transact in non-CAISO markets
participants to increase the price SCE pays for energy or reduce the price of energy SCE sells.
Bidding strategy in submitting supply bids to the CAISO
Shaded text in Ch. II, Sections E.2 and E.3
Releasing this information would reveal SCE’s procurement strategy, which would allow market participants to increase the price SCE pays for energy or reduce the price of energy SCE sells.
Unavailable resource capacity and CAISO market award data
Shaded table sections in Ch. II, Section G
Releasing this information would reveal SCE’s procurement strategy, which would allow market participants to increase the price SCE pays for energy or reduce the price of energy SCE sells.
Other criteria utilized in selecting the volume to buy and sell in non-CAISO markets
Shaded text in Ch. II, Section I
Releasing this information would reveal SCE’s procurement strategy, which would allow market participants to increase the price SCE pays for energy or reduce the price of energy SCE sells.
5. I am informed and believe and thereon allege that the information in the tables in 1
paragraphs 2 and 4 above cannot be aggregated, redacted, summarized, masked, or otherwise 2
protected in a manner that would allow its partial disclosure while still protecting confidential 3
information without jeopardizing SCE’s ability to provide sufficient evidence to support SCE’s 4
Application. 5
6. I am informed and believe and thereon allege that the information in the tables in 6
paragraphs 2 and 4 above has never been made publicly available. 7
58
I declare under penalty of perjury under the laws of the State of California that the 1
foregoing is true and correct. 2
Executed on March 17, 2017 at Rosemead, California. 3
/s/ Thomas E. Watson 4 Thomas E. Watson5
59
SOUTHERN CALIFORNIA EDISON COMPANY 1
QUALIFICATIONS AND PREPARED TESTIMONY OF SELENE WILLIS 2
Q. Please state your name and business address for the record. 3
A. My name is Selene Willis and my business address is 2244 Walnut Grove Avenue, 4
Rosemead, California 91770. 5
Q. Briefly describe your present responsibilities at Southern California Edison Company 6
(SCE). 7
A. I am the Manager of Settlements in SCE’s Energy Contracts and Management 8
Department. I am responsible for management of settlements related to contract and 9
market compliance and analysis, and contract and market operations. 10
Q. Briefly describe your educational and professional background. 11
A. I received a Bachelor of Science in Electrical Engineering and Physics from Tuskegee 12
University in 1980. I received a professional designation in Mini/Micro Computer 13
Programming from the University of California, Los Angeles in 1995. I joined SCE in 14
2002 as a Project Manager, managing Contract Settlements Operations from 2003 to 15
2009 in the Energy Supply and Management Department. I currently hold the position of 16
Principal Manager, Settlements in the Energy Procurement and Management 17
organization. Prior to joining SCE, I was employed by Hughes Aircraft Company from 18
1980-1982, Aerojet Electro-Systems from 1982-1984, General DataComm Industries 19
from 1984-1986, and Lockheed Missile and Space Systems from 1986-1987, where I 20
served as a Design and Sr. Design Engineer, respectively. I was an independent 21
engineering consultant from 1987-1989 followed by employment with McDonnell 22
Douglas from 1989-1994, where I served as Team Lead for development work on the C-23
17. In 1994, I returned to school while working as an independent consultant in Software 24
Development until 1996. From 1996 - 2000, I was employed by Jet Propulsion 25
Laboratories and served as a consultant and Manager in the Enterprise Information 26
Systems division. In 1999 – 2001, I consulted for Amgen as a Project Lead/Systems 27
Engineer. 28
Q. What is the purpose of your testimony in this proceeding? 29
60
A. The purpose of my testimony in this proceeding is to sponsor portions of Exhibit SCE-01, 1
entitled Energy Resource Recovery Account (ERRA) Review Of Operations, 2016, as 2
identified in the Table of Contents thereto. 3
Q. Was this material prepared by you or under your supervision? 4
A. Yes, it was. 5
Q. Insofar as this material is factual in nature, do you believe it to be correct? 6
A. Yes, I do. 7
Q. Insofar as this material is in the nature of opinion or judgment, does it represent your best 8
judgment? 9
A. Yes, it does. 10
Q. Does this conclude your qualifications and prepared testimony? 11
A. Yes, it does. 12