Efficient Financing & Incremental Investment Opportunities slide image

Efficient Financing & Incremental Investment Opportunities

CALIFORNIA'S STRONG REGULATORY CONSTRUCT FOR COST RECOVERY AND MITIGATION OF WILDFIRE LIABILITY Wildfire Fund Improves Liquidity ASC Establishes Presumption of Prudency Prudency Standard Revision Limits Risk Liability Cap Mitigates Shareholder Exposure Wildfire Spending Improves Safety $21B wildfire fund (SDG&E's share is $323M upfront + $13M annually over a 10-year period), estimated to cover $40B- $50B of wildfire damages that may be caused by California investor-owned electric utilities Fund provides liquidity on eligible claims in excess of insurance coverage SDG&E received its Annual Safety Certification (ASC) in September 2020 Enables liability cap and results in a presumption of prudent conduct CPUC to apply an improved standard similar to FERC standard of review to determine reasonableness of utility conduct related to an ignition Utility deemed reasonable if holding a valid ASC, unless a serious doubt is raised regarding the utility's conduct Establishes a cap on potential shareholder liability; initial cap of $950M based on SDG&E's 2020 electric T+D rate base¹ Caps any potential future wildfire losses found to be incurred due to imprudent conduct on a 3-year rolling basis until wildfire fund is exhausted Investor-Owned Utilities (IOUS) required to spend $5B (SDG&E's share is $215M) on wildfire safety capex tied to their Wildfire Mitigation Plans 1. 2. IOUS will recover capital and financing costs; no return on equity AB 1054 provides strong regulatory construct for determining wildfire liability and cost recovery2 The aggregate requirement to reimburse the Wildfire Fund over a trailing three calendar-year period is capped at 20% of the equity portion of an IOU's electric transmission and distribution rate base in the year of the prudency determination. Assembly Bill (AB) 1054. 33 SEMPRA
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