CaliforniaDGStats

SOMAH Incentive Budget Report

Table 1: Project Capacity and Budget summarizes the committed and remaining budget for the SOMAH program authorized by AB 693. Track A provides incentives for projects that require Upfront Technical Assistance. Track B provides incentives for projects that do not require technical assistance and have identified an eligible contractor for the project. Projects under Track A will have their incentive funds earmarked for a three-month period prior to a Reservation Request.

Table 2: Cumulative Program Budget summarizes the program dollars collected to data, by fiscal year, and identifies application totals and available program funds. Any unused funds in one program year will roll over to become available in the next program year.

SOMAH data is current as of November 27, 2023.

Table 1: Project Capacity and Budget

		Waitlist		Earmarked¹		Pending Reservation²		Reserved³		Completed		Application Totals⁴		Total	Remaining⁵
		Capacity (MW)	Budget ($)	Capacity (MW)	Budget ($)	Capacity (MW)	Budget ($)	Capacity (MW)	Budget ($)	Capacity (MW)	Budget ($)	Capacity (MW)	Budget ($)	Budget ($)	Budget ($)
PG&E	Track A	0	0	0.105	334,914	0.022	45,521	0.164	393,476	0	0	0.291	773,911
	Track B	0	0	0	0	3.174	6,975,409	27.171	56,166,776	5.087	10,206,382	35.432	73,348,567	254,361,004	180,238,526
	Total	0	0	0.105	334,914	3.196	7,020,930	27.335	56,560,252	5.087	10,206,382	35.723	74,122,478
SCE	Track A	0	0	0.418	1,336,889	0	0	0.484	1,189,923	0	0	0.902	2,526,812
	Track B	0	0	0	0	1.012	2,408,029	16.200	35,289,242	9.364	17,301,750	26.576	54,999,021	310,593,729	253,067,896
	Total	0	0	0.418	1,336,889	1.012	2,408,029	16.684	36,479,165	9.364	17,301,750	27.478	57,525,833
SDG&E	Track A	0	0	1.177	3,765,090	0	0	0	0	0	0	1.177	3,765,090
	Track B	0	0	0	0	0.861	1,859,309	4.859	10,208,001	3.039	6,167,755	8.759	18,235,065	80,607,112	58,606,957
	Total	0	0	1.177	3,765,090	0.861	1,859,309	4.859	10,208,001	3.039	6,167,755	9.936	22,000,155
PacifiCorp	Track A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	0	0
	Track B	0	0	0	0	0	0	0	0	0	0	0	0	8,347,570	8,347,570
	Total	0	0	0	0	0	0	0	0	0	0	0	0
Liberty Utilities	Track A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	N/A	0	0
	Track B	0	0	0	0	0	0	0.148	280,540	0	0	0.148	280,540	2,153,055	1,872,515
	Total	0	0	0	0	0	0	0.148	280,540	0	0	0.148	280,540
TOTAL	Track A	0	0	1.700	5,436,893	0.022	45,521	0.648	1,583,399	0	0	2.370	7,065,813
	Track B	0	0	0	0	5.047	11,242,747	48.378	101,944,559	17.490	33,675,887	70.915	146,863,193	656,062,470	502,133,464
	Total	0	0	1.700	5,436,893	5.069	11,288,268	49.026	103,527,958	17.490	33,675,887	73.285	153,929,006

¹ Projects that select Track A will have their incentive funding earmarked (upon Upfront Technical Assistance Approved) for a three-month period prior to a Reservation Request.
² Projects that have submitted a Reservation Request but have not yet received Reservation Approval are considered to be Pending Reservation. Excludes Earmarked capacity and funds (projects
that have not yet submitted a Reservation Request).
³Projects that have received Reservation Approval will have their funds reserved for 18 months.
⁴Application Totals include capacity and budget values for Earmarked, Pending Reservation, Reserved, and Completed projects.
⁵The SOMAH PA may maintain a small buffer in each territory’s budget in order to accommodate potential incentive fluctuations in an application which may be spurred by IOU data request results, future load additions, solar sizing tool recommendations, or other reasons.

Table 2: Cumulative Program Budget

	2016 Budget¹ ($)	2017 Budget ($)	2018 Budget ($)	2019 Budget ($)	Under-Collections True-up² ($)	2020 Budget ($)	2021 Budget ($)	2022 Budget⁴ ($)	2023 Budget ($)	Application Totals³ ($)	Total Budget ($)	Remaining Budget ($)
	PG&E	1,740,992	4,359,110	39,330,000	33,963,300	31,620,584	34,898,605	28,448,280	41,600,106	38,400,027	74,122,478	254,361,004	180,238,526
	SCE	2,733,251	4,536,250	35,213,205	36,768,272	45,542,591	37,689,090	40,208,400	66,027,600	41,875,070	57,525,833	310,593,729	253,067,896
SDG&E	0	0	9,270,000	9,104,076	11,343,785	10,294,957	9,831,156	17,308,193	13,454,945	22,000,155	80,607,112	58,606,957
PacifiCorp	422,443	961,291	1,009,512	1,150,528	0	1,177,394	1,090,332	1,400,621	1,135,449	0	8,347,570	8,347,570
Liberty Utilities	132,440	258,329	314,706	419,517	0	326,327	300,128	401,608	TBD	280,540	2,153,055	1,872,515
TOTAL	5,029,126	10,114,980	85,137,423	81,405,693	88,506,960	84,386,373	79,878,296	126,738,128	94,865,491	153,929,006	656,062,470	502,133,464

¹Collections begin with the fiscal year that commences July 1 and end with the fiscal year ending June 30 of the following year.
²Investor Owned Utilities were directed to set aside additional funding in their 2020 Energy Resource Recovery Account (ERRA) and Energy Cost Adjustment Clause (ECAC) proceedings to make up for under-collections in the 2016-2019 program years.
³Application Totals include capacity and budget values for Earmarked, Pending Reservation, Reserved, and Completed projects.
⁴Decision (D.) 22-09-009 amended D.17-12-022, for the SOMAH forecast budgeting process. Each IOU can propose to set aside their proportionate share of $100 million for SOMAH, if they adequately show that the IOUs' collective revenue will exceed $100 million. The SOMAH PA releases funds based on the IOUs’ set-asides, then true-up the final three months of the year once the IOUs submit their Joint Advice Letter. 2022 figures will be amended through a true-up in 2023.