ALJ/KLM/hl2 Mailed 10/7/2003

BEFORE THE PUBLIC UTILITIES COMMISSION OF THE STATE OF CALIFORNIA

Order Instituting Rulemaking to Implement Portions of AB 117 Concerning Community Choice Aggregation.

FILED PUBLIC UTILITIES COMMISSION OCTOBER 2, 2003 RULEMAKING 03-10-003

ORDER INSTITUTING RULEMAKING TO

IMPLEMENT PORTIONS OF AB 117 CONCERNING

COMMUNITY CHOICE AGGREGATION

TABLE OF CONTENTS

Title Page

ORDER INSTITUTING RULEMAKING TO IMPLEMENT PORTIONS
OF AB 117 CONCERNING COMMUNITY CHOICE AGGREGATION 1

I. Summary 22

II. Background on AB 117 22

III. Scope of Proceeding 44

A. Definition of Community Choice Aggregator 44

B. Utility Obligations 55

1. Utility Delivery Services 55

2. Utility Metering, Customer Service and Billing Services 66

3. Provider of Last Resort to CCA Customers 88

4. Metering Services 88

5. Customer Notification 88

6. Transferring Service 88

7. Information to CCAs and Entities Considering Community

Choice Aggregation Programs 99

8. Applicability to Small Electrical Corporations 1010

C. Recovery of Utility Costs 1010

1. Cost Recovery for Transaction Services Provided to CCAs 1010

2. Cost Responsibility Surcharges (CRS) 1111

3. Re-entry Fees 1212

D. Obligations of CCAs 1313

1. CCA Implementation Plans and Statements of Intent 1313

2. The Renewable Portfolio Standard 1414

3. Insurance and Bonds 1515

4. Customer Protections 1515

5. "Opt Out" Provision for Utility Customers 1717

6. CCA Customer Notification Requirements 1818

7. Notice of Utility of Customer Transfer 1919

8. Termination of CCA Program 2020

E. Reports to Legislature 2222

1. Report on the CCA Program 2222

2. Report Demonstrating Compliance with CRS Requirements 2424

IV. Scoping Memo 2424

A. Proceeding Category and Schedule 2424

B. Service List for Proceeding 2525

C. Electronic Service Protocols 2626

1. Party Status in Commission Proceedings 2626

2. Service of Documents by Electronic Mail 2727

3. Notice of Availability 2727

4. Filing of Documents 2727

5. Electronic Service Standards 2727

6. Obtaining Up-to-Date Electronic Mail Addresses 2828

7. Pagination Discrepancies in Documents Served 2929

D. Intervenor Compensation 2929

E. Ex Parte Communications 2929

Findings of Fact 3131

Conclusions of Law 3131

ORDER 3131

ATTACHMENT A - Reference Decisions and PG&E Rules, Schedules,

and Forms

ORDER INSTITUTING RULEMAKING TO IMPLEMENT

PORTIONS OF AB 117 CONCERNING COMMUNITY

CHOICE AGGREGATION

I. Summary

This order institutes a rulemaking to implement Assembly Bill (AB) 117 (Chapter 838, September 24, 2002). AB 117 added Public Utilities Code Sections 218.3, 331.1, 366.2, 381.1, and 394.25, permitting cities and counties to purchase and sell electricity on behalf of utility customers in their jurisdictions after they have registered with the Commission as "Community Choice Aggregators." This rulemaking order proposes ways to implement relevant portions of Assembly Bill (AB) 117 and solicits comments from jurisdictional utilities and other parties on those proposals.