Statewide Monthly Report Fund Shifts for 2025YR

SDGE’s financial team plans on submitting a fund shift between programs in the 2025YR SW Monthly Report.

This will be the first time that a fund shift was uploaded for Statewide programs.

Will the fund shift get allocated to the other utilities, similar to the expenditures?

The monthly report allocation code and fund shifts will be allocated using the weighted factor.

We’d like to test the above before the SW 2025YR Monthly is due April 17th

We will develop the feature further in

https://cpuccedars.featurebase.app/p/allow-fund-shifts-between-programs-in-…