Solar on Multifamily Affordable Housing (SOMAH) Program
Tariff Summary

Utility Service				Southern California Edison (SCE)
Provider Tariff Name			SOMAH-VNM
Effective Date			Advice 3767-E, Filed March 14, 2018
(Version)				Advice 3767-E-A, Filed June 22, 2018
					Entire utility service territory

Eligibility
Applicability
•	Available to customer accounts located in the eligible housing complex
•	Project must be participating in SOMAH
•	All solar generation will be exported to the grid and virtually allocated to the benefitting accounts as a bill credit
•	Tariff will be closed to new customers once all available incentive funds have been awarded or December 31, 2030, whichever is earlier
References: Applicability
Eligible Generator
•	Located on-site, grid-tied, not oversized
References: SC 1.c.i

Definitions
Operator
•	Qualified customer (QC) who operates a business by leasing or renting the residential complex from an owner and who has one or more eligible generators located on the premises
References: SC 1.g
Owner
•	An owner is the qualified customer who has the legal right or rightful claim to ownership of the residential complex and who has one or more eligible generators located on the premises
References: SC 1.i

Property
•	All real property and apparatus employed in a single low- income housing enterprise on contiguous parcels of land, which may be divided by a dedicated street, highway or public thoroughfare or railway, so long as the parcels are otherwise contiguous and part of the same single low-income housing enterprise and are all under the same ownership
•	Must have at least five rental housing units that are operated as deed-restricted low-income residential housing
•	The SOMAH incentive program property definition shall prevail over tariff language, if discrepancies arise
References: SC 1.l
Qualified Customer (QC)
•	A qualified customer may be a separately metered tenant located on a property participating in the SOMAH program (master- metered customers are not eligible), the owner whose name is on the common area accounts or the customer-generator
References: SC 1.j

Billing & Costs
Relevant Period
•	A 12-month period starting on the beginning of the next regular billing period following the date of permission to operate (PTO) and on every subsequent anniversary after
•	QCs may elect to change the start date of their relevant period on a one-time prospective basis via SCE Form 14-936
References: SC 1.k
Allocated Credit
•	Common area/tenant split will remain in effect for a minimum of 20 years
•	Individual common area account allocations will remain in effect for a minimum of one year
•	The individual tenant unit allocations will remain in effect for a minimum of one year
•	Tenant percent allocations must be based on the relative size of the residential unit(s), generally consistent with the way affordable housing rents are established
References: SC 5.b
Interconnection Costs
•	Interconnection fees align with those set forth in SCE’s Electric Rule 21
References: SC 3.c
Rates & Mandatory TOU
•	Service on this SOMAH Virtual Net Metering tariff is in addition to the customer’s otherwise applicable rate
•	Residential customers on this tariff are exempt from mandatory

TOU, but WILL be defaulted to TOU when the time comes, but can opt out
•	Common area account(s) must receive service on a TOU rate schedule with no exceptions and no option to opt out
•	Generating account(s) must receive service on a TOU rate schedule with no exceptions and no option to opt out
References: Rates
Monthly Billing
•	Customers must pay their bill monthly, and excess energy credits will be carried over to the next month
References: SC 5.d
Nonbypassable Charges (NBC)
•	Customers must pay NBCs for each kWh of electricity that is consumed in each metered interval
•	Allocated credits cannot be used to off-set or net the kWh on which NBCs are based
References: SC 2.e
Net Surplus Calculation (NSC)
•	Monthly excess energy credits are carried forward to the next month until the end of the 12-month relevant period
•	Customers are enrolled in NSC by default and can opt out with SCE if desired
•	NSC is applied as an on-bill credit, unless the customer elects to receive payment via check

References: SC 5.d; SC 5.g

System Specifications
Sizing
•	System should not be oversized when compared to the most recent 12-month consumption data for existing buildings or to the expected 12-month load for new construction
References: SC 1.c.i
Generation Output Metering Requirements
•	A separate generation output meter (NGOM) must be installed (in addition to the standard utility meters for the otherwise applicable schedule) at the expense of the owner
•	Meter location must be approved by the utility
•	Additional metering requirements may apply for NEM-paired storage systems
•	In other VNEM tariffs, meter costs range from $860-$13,550
References: SC 4, SC 6
NEM-Paired Storage System
•	Integrated or directly connected NEM-paired storage systems are allowable and will remain eligible for the remainder of their

20-year term if any system modifications do not result in the capacity increasing by more than 10% of its original capacity
•	A VNEM-paired storage system is behind the same NGOM as the generator and includes control systems or relays that
prevent the energy storage system from charging from the grid
References: Applicability; SC 1.e; SC 1.m; SC 1.d; SC 6.a; SC 6.b; SC 6.e
Grandfathering & System Modifications
•	20-year term on this tariff
•	The system will maintain eligibility for the remainder of its 20- year term if system modifications do not exceed a 10% increase from original nameplate rating or 1 kW and does not result in an oversized capacity compared to past annual consumption
•	Eligible energy storage systems shall be subject to the same transition period as the generating facility to which they are connected
•	Storage system modifications that do not exceed an increase of more than 10% of its original capacity will remain grandfathered
References: SC 6.e; SC 9; Modifications; Transferability
Warranties
•	All systems must have at least a 10-year equipment warranty and a 10-year workmanship (installation) warranty
•	All equipment must be on the California Energy Commission verified list
References: SC 1.c.ii

Direct Access (DA) and Community Choice Aggregation (CCA) Customers
Applicability
•	DA and CCA customers are eligible for this schedule consistent with the NEM services that SCE provides to its bundled customers if the QC’s energy service provider (ESP) or CCA provider offers a NEM tariff or program consistent with this schedule
•	ESP or CCA provider will determine the NEM services related to the generation charges and credits that result from participating in this schedule
Reference: Applicability
Rates
•	DA, CCA and CA customers have the same requirement to pay NBCs, but certain charge components will be based on factors contained in Schedules DA-CRS and CCA-CRS, while other charge components are based on the QC’s otherwise applicable tariff (Allocated credits cannot be used to offset or net the kWh on which NBCs are based)
•	DA, CCA and CA customer charges and credits will also include applicable cost responsibility surcharge (CSR) rate components, such as the PCIA.

•	The QC’s ESP or CCA provider is responsible for providing the generation-related energy charges (Allocated credits cannot be used to offset or net the kWh on which NBCs are based)
References: Rates: NBCs; Rates: Monthly Energy (kWh) Charges and Credits
Relevant Period
•	If a qualified customer experiences a change from DA or CCA/ CA service to bundled service or from bundled service to DA or CCA/CA service, the relevant period will consist of that period from the anniversary date until the effective date of the change in service
References: SC 1.k.iv; Definitions: Relevant Period
Metering Requirements
•	If the generating account is on a DA service and the owner or operator uses a third-party meter data management agent (MDMA), the owner or operator will be responsible for any and all costs associated with providing SCE acceptable interval data into the SCE system on a timely basis
References: SC 4.c; Metering Requirements
Billing Provisions
•	SCE will provide delivery service and cost responsibility surcharge (CRS) charges and credits
•	The customer’s ESP or CCA provider is responsible for providing generation charges and credits to SCE
•	Generation credits do not reduce the charges owed to SCE and delivery service and/or CRS credits do not reduce the charges owed to the ESP or CCA provider
•	Separate annual true-ups will take place for DA, CCA and CA customers by SCE and the respective ESP or CCA provider
•	DA, CCA, or CA customers are not eligible to receive NSC from SCE
•	SCE may charge DA customers’ ESP the incremental costs related to virtual net energy metering and billing services, as set forth in Schedule ESP-DSF
Reference: SC 5.f.i - iii
NSC
•	DA, CCA or CA service customers are not eligible to receive NSC from SCE
References: SC 5.g.iii; NSC Billing Provisions