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Investor Presentaiton

Recovery of power costs. Annual power cost update tariff Annual reset of prices based on forecast of net variable power costs (NVPC) for the coming year Subject to OPUC prudency review and approval, new prices go into effect on or around January 1 of the following year Power Cost Adjustment Mechanism (PCAM) Power Cost Sharing Customer Surcharge 90/10 Sharing $30 million Baseline NVPC ($15) million 90/10 Sharing Customer Refund Deadband Return on Equity (%) 8.5 9.5 10.5 Earnings Test Customer Surcharge Customer Refund . PGE absorbs 100% of the costs/benefits within the deadband, and amounts outside the deadband are shared 90% with customers and 10% with PGE An annual earnings test is applied using the regulated ROE as a threshold • Customer surcharge occurs if PGE's actual regulated ROE is below 8.5%; ROE will not exceed 8.5% with surcharge • Customer refund occurs if PGE's actual regulated return is above 10.5%; regulated return will not decrease below 10.5% with refund Detriment / (Benefit) PCAM Baseline at Year End (1): 2012 2013 2014 2015 2016 2017 2018 2019 2020 2021 Over/ (Under) ($17) $11 ($7) ($3) ($10) $15 ($3) $5 $ (13) $30(2) PGE (1) Dollar values in millions (2) Represents 90% of the excess variance expected to be collected from customers 31
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