5. 2003 AEAP

Utility applications for the 2003 AEAP are expected May 1, 2003. At the PHC, the utilities and interested parties recommended consolidating the 2003 AEAP into this proceeding. However, I believe that the Commission should wait until the 2003 AEAP applications are actually filed and the schedule for the pending applications in this consolidated proceeding has been finalized, before acting on that recommendation. Accordingly, the schedule set forth in Attachment 1 does not include the 2003 AEAP.

Nonetheless, there was some discussion about the scope of the 2003 AEAP at the PHC that warrants reiteration. In particular, the utilities and interested parties should expect that the Commission will consider the results of the 2002 LIEE load impact study in that proceeding, in order to update the performance earnings basis of the existing LIEE incentive mechanism for prospective earnings.13

IT IS RULED that:

1. Within 10 days from the date of this ruling, the following information shall be filed and served:


(a) The Office of Ratepayer Advocates (ORA) shall indicate the type of review of load impact and retention studies it plans to conduct in this proceeding, if none is indicated for a particular study in the utilities' March 17, 2003 filing.


(b) For post-1997 earnings claims, ORA, the California Energy Commission, and The Utility Reform Network shall indicate, by milestone and program year claim, which milestone-related earnings claims for the 2000 and 2001 Annual Earnings Assessment Proceedings (AEAPs) have been reviewed in intervenor testimony or comments to date, which have not, and how the gaps in review are going to be filled by subsequent intervenor testimony.


(c) ORA shall present a schedule for its work plan related to post-1997 earnings claims that bifurcates its review of the 2000 and 2001 AEAPs from the 2002 AEAP, so that the former can be addressed within the schedule set forth in Attachment 1.

2. Attachment 1 establishes the schedule for this consolidated AEAP. This schedule may be modified or augmented by subsequent rulings.

3. All filings or submittals required by today's ruling shall be filed at the Commission's Docket Office in the above-captioned proceedings and served electronically to all appearances and the state service list. Service by U.S. mail is optional, except that one hard copy shall be mailed to me at PO Box 210, Volcano, California 95689. In addition, if there is no electronic mail address available, the electronic mail is returned to the sender, or the recipient informs the sender of an inability to open the document, the sender shall immediately arrange for alternate service (regular U.S. mail shall be the default, unless another means is mutually agreed upon). The current service list for this proceeding is available on the Commission's web page, www.cpuc.ca.gov.

Dated March 19, 2003, at San Francisco, California.

   

/s/ MEG GOTTSTEIN

   

Meg Gottstein

Administrative Law Judge

         
 

ATTACHMENT 1: CONSOLIDATED AEAP SCHEDULE 1

 
         
 

LOW-INCOME ENERGY EFFICIENCY (LIEE) CLAIMS

LOAD MANAGEMENT

 
     

COST RECOVERY

 
 

2000 AEAP

     
 

PY99 LIEE First Claim

     
 

PY98 LIEE Second Claim

     
 

PY99 LIEE Collection

     
         
 

2001 AEAP

2002 AEAP

2002 AEAP

 
 

PY00 LIEE First Claim

PY01 LIEE First Claim

PY01 Cost Recovery

 

PY99 LIEE Second Claim

PY02 LIEE Second Claim

(SCE, SDG&E, PG&E)

 
         

ORA/Intervenor Additional

       

Comments/Testimony:

March 28, 2003

 

March 28, 2003

 
         

Reply Comments/Testimony

April 4, 2003

 

April 11, 2003

 
         

ALJ Ruling Regarding

       

Need For Hearings

April 15, 2003

 

April 15, 2003

 
         

Case Management Statmnt

April 28, 2003

 

April 28, 2003

 

(if hearings necessary)

       
         

Hearings (if necessary)

May 5-9, 2003

 

May 5-9, 2003

 
         

ORA/Intervenor Comments/

 

June 2, 2003

   

Testimony

       
         

Utility Reply Comments/Testimony

June 16, 2003

   
         

ALJ Ruling Regarding

 

June 20, 2003

   

Need For Hearings

       
         

Case Managemnt Statmnt

 

July 3, 2003

   

(if hearings necessary)

       
         

Hearings (if necessary)

 

July 15-18, 2003

   
         
         

1 Unless otherwise indicated, the earnings claims described above are for all four utilities.

   
         
         
         
         
         
         
         
 

ATTACHMENT 1: CONSOLIDATED AEAP SCHEDULE (CONTINUED) 1

 
         
         
 

PRE-1998 ENERGY EFFICIENCY CLAIMS

POST-1997 ENERGY EFFICIENCY CLAIMS

 
         
 

2000 AEAP

2000 AEAP

   
 

Pre-98 EE in 1998 Second Claim

PY99 EE Claim

   
 

(PG&E, SCE, SoCal)

     
 

Pre-98 EE in 1999 First Claim

2001 AEAP

   
 

(PG&E, SoCal) and

PY00 EE Claim

   
 

PY95 EE Third Claim

     
     

2002 AEAP

 
 

2001 AEAP

 

PY01 EE Claim

 
 

Pre-98 EE in 1999 Second Claim

     
 

(PG&E, SoCal)

     
 

Pre-98 EE in 2000 First Claim

     
 

(PG&E), and

     
 

PY96 EE Third Claim

     
         
 

2002 AEAP

     
 

Pre-98 EE in 2000 Second Claim

     
 

(PG&E) and

     
 

PY97 DSM Third Claim

     
         

Threshold Issue: To Reopen Shared-Savings

     

Incentive Mechanism Adopted in D.94-10-059:

     
         

Supplemental Info

       

on Threshold Issue

March 17, 2003

     
         

Comments

March 24, 2003

(Schedule to be

(Schedule to be

 
   

developed)

developed)

 

Replies

April 1, 2003

     
         

Assessment of Earnings Claims:

     
         
 

(Schedule to be developed)

     
         

Evidentiary Hearings (tentative)

July 21-25, 2003

   
         

Evidentiary Hearings (tentative)

 

October 7-10, 2003

 
         

1 Unless otherwise indicated, the earnings claims described above are for all four utilities.

   

(END OF ATTACHMENT 1)

CERTIFICATE OF SERVICE

I certify that I have by mail, and by electronic mail, to the parties to which an electronic mail address has been provided, this day served a true copy of the original attached Administrative Law Judge's Ruling on all parties of record in this proceeding or their attorneys of record.

Dated March 19, 2003, at San Francisco, California.

/s/ KE HUANG

Ke Huang

NOTICE

Parties should notify the Process Office, Public Utilities Commission, 505 Van Ness Avenue, Room 2000, San Francisco, CA 94102, of any change of address to ensure that they continue to receive documents. You must indicate the proceeding number on the service list on which your name appears.

* * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * * *

The Commission's policy is to schedule hearings (meetings, workshops, etc.) in locations that are accessible to people with disabilities. To verify that a particular location is accessible, call: Calendar Clerk (415) 703-1203.

If specialized accommodations for the disabled are needed, e.g., sign language interpreters, those making the arrangements must call the Public Advisor at (415) 703-2074, TTY 1-866-836-7825 or (415) 703-5282 at least three working days in advance of the event.

13 RT at 193-194.

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