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Table of Contents

I. Rate Cases and Cost of Service Proceedings .................................................. 3

II. Other Ratemaking Proceedings .................................................................. 20

L. Southern California Edison Application to Update and Revise the Direct Access (DA) and Other Service Fees

M. Application of Southern California Gas Company for approval of a long-term transportation service agreement with US Gypsum Company

N. Southern California Edison Fast Track RFO Application

O. Application of Southern California Gas Company and San Diego Gas & Electric Company to Expand Existing Off-System Delivery Authority.

P. PG&E Request for Approval of Interstate Pipeline Agreements with Ruby Pipeline.

III. Major Rulemaking Proceedings ............................................................... 47

D. Procurement Rulemaking

K. Low Income Programs

IV. Transmission Proceedings ....................................................................... 95

V. Other Issues .......................................................................................... 108

VI. Petroleum Pipeline Proceedings ................................................................ 113

F. SFPP (Kinder Morgan) Application to Increase Rates

H. SFPP, L.P. requests an Ultra low Sulfur Diesel Surcharge

I. Tesoro's Complaint against SFPP, L.P.

I. RATE CASES AND COST OF SERVICE PROCEEDINGS

A. PG&E 2007 General Rate Case - Phase II

Proceeding No.

Commissioner

Admin. Law Judges (ALJ)

Counsel

Energy Division Staff

A.06-03-005

Chong

Fukutome

Heyden

Lafrenz

What it Does

Summary:

Establishes marginal costs, revenue allocation, and rate design to determine the distribution, public purpose program, and generation components of PG&E's rates. This proceeding will also consider proposed changes to the agricultural class definition.

Issues:

· Establishes method by which marginal generation, distribution, and customer costs for each rate group are determined.

· Identifies delivery-related marginal costs at different voltage levels to allocate design demand costs by rate group.

· Develops Equal Percent of Marginal Cost (EPMC) factors for revenue allocation.

· Determines whether to use EPMC or another methodology in allocating distribution and generation costs.

· Determines the total revenue allocated to any one rate group, considering a "cap" or maximum increase

· Determines the appropriate rate design for California Alternative Rates for Energy (CARE) rates.

· Also determines rate design for non-CARE and medical baseline rate tiers.

· For non-residential rate design, establishes lighting, traffic control, large power, agricultural and pumping, and Stand-by rates.

· Establishes rate design for interruptible customers.

· Considers tariff change proposals.

Next Steps

    A.06-03-005 is closed. Proposed dynamic/critical peak pricing rates will be filed in a separate application in PG&E's 2008 Rate Design Window, no later than February, 2009, for rates effective no later than May 1, 2010.

Proceeding Overview

Date

Actions Taken

Comments

July 31, 2008

D.08-07-045 adopts dynamic pricing timetable and rate design guidance.

D.08-07-045 orders PG&E to modify its Advanced Metering Infrastructure deployment plan so that customers with maximum demand greater than or equal to 200 kW have the metering and billing systems in place to support default critical peak pricing in 2010 and optional real time pricing in 2011. A.06-03-005 is closed.

May 9, 2008

BOMA submits submetering guide in compliance with D.07-09-004.

Requests that any comments be submitted to BOMA and copy ALJ Fukutome.

Mar 21, 2008

Post-workshop comments due.

Comments submitted by CLECA, SDG&E, BOMA, EPUC, Kinder-Morgan.

Mar 7, 2008

Workshop on straw CPP rate.

PG&E presents straw CPP rates for E-20, E-19, and A-10 rates.

Feb 28, 2008

Parties file comments on timeline and rate design guidance. PG&E files straw CPP rate.

Kinder-Morgan and Wal-Mart submit Motion for Party Status along with comments. Party status is granted March 10. Comments also from PG&E, SCE, SDG&E, BOMA, CFBF, CLECA, CMTA, EPUC, CRM, DRA, TURN, and Ice Energy.

Dec 11, 2007

Parties' comments on November 5-6 workshop filed.

These parties commented: PG&E,SCE, SDG&E, BOMA, CFBF, CLECA, CMTA, EPUC, CRM, DRA, and TURN. Evidentiary hearings requested.

Nov 5-6, 2007

Dynamic Pricing Workshop

DRRC and Commission host workshop for all parties to discuss further objectives of dynamic pricing/Advanced Metering Infrastructure (AMI) rate design, and components thereof.

Oct 19, 2007

Reply comments due

Parties file reply comments on workshop issues.

Oct 5, 2007

Comments due

Parties file comments on September 7 workshop issues.

Sept 7, 2007

Dynamic Pricing Workshop

CPUC hosts Demand Response Research Center (DRRC) workshop.

Sept 6, 2007

The Commission issues D.07-09-004

Decision adopts settlement on electric marginal cost, revenue allocation, and rate design effective November 1, 2007.

Aug 22, 2007

Supplemental Scoping Memo issued for Dynamic Pricing Phase of Proceeding

Revises list of issues and schedule for the Dynamic Pricing Phase.

Aug 7, 2007

Proposed Decision (PD) issued.

PD approves marginal cost, revenue allocation, rate design, and master meter settlement agreements.

May 24, 2007

PG&E and the Building Owners and Managers Association (BOMA) issue reply comments to TURN.

PG&E and BOMA individually address TURN's protest issues.

May 22, 2007

Toward Utility Rate Normalization (TURN) issues settlement comments.

TURN protests the Commercial Building Master Meter Settlement agreement.

Apr 27, 2007

Settling parties file motion for adoption of remaining settlements.

PG&E and settling parties file motion for adoption of Small Light and Power rate design and Commercial Building Master Meter settlement agreements.

Apr 17, 2007

Evidentiary hearing held.

The hearing focused on the settlement agreements on marginal cost, revenue allocation, and rate design issues.

Mar 22, 2007

ALJ issues ruling revising the procedural schedule.

Revised schedule is as shown above under "Next Steps". Proposed and Final Decision dates are subject to time required to consider any issues resulting from settlements, testimony, and hearings.

Mar 16, 2007

PG&E submitted Motion of the Settling Parties for Residential, Streetlight, and Medium and Large Light and Power rate design settlement agreements.

Settlement negotiations with parties representing the Agricultural and Small Light and Power rate classes continue.

Feb 9, 2007

PG&E submitted Motion of the Settling Parties for Adoption of the Settlement Agreement on Marginal Cost and Revenue Allocation Issues.

All parties agree on marginal cost and revenue allocation issues; rate design settlement discussions to follow.

Jan 5, 2007

PG&E notified Commission that parties have reached settlement in principle on all marginal cost and revenue allocation issues, requests procedural schedule extension.

ALJ in process of ruling on this. Next Steps as shown above are only applicable if the rate case is litigated.

Dec 22, 2006

PG& served generation marginal cost update.

Update due to increase in forward market prices.

Nov 30, 2006

Interim Opinion Adopting Agricultural Definition Settlement issued, D.06-11-030.

ALJ grants motion of all parties (as shown below) to adopt the March 2, 2006 agricultural definition.

Oct 27, 2006

Parties issue Phase 2 testimony.

Parties include: AECA, BOMA, CLECA, DFBF, CLFP, CC-SLA, CMTA & ICP, CAC & EPUC, DACC, FEA, PV Now & CSEIA, TURN, Vote Solar, and WMA.

Sept 20, 2006

Evidentiary Hearings held in agricultural definition settlement.

All parties include PG&E, California Farm Bureau Federation (CFBF), Agricultural Energy Consumers Association (AECA) and the California Rice Millers, with all present. PG&E conducted direct testimony; ALJ also questioned witness.

Aug 8, 2006

PG&E issues motion with settling parties to adopt an agricultural settlement.

The settlement addresses agricultural definition issues, and if adopted would render unnecessary intervenor testimony, due August 25, and rebuttal testimony, due September 8, 2006.

July 10, 2006

ALJ Ruling extends procedural schedule for the Agricultural definition

Agricultural definition procedural schedule extended as described above under "Next Steps".

May 25, 2006

Assigned Commissioner's Ruling and Scoping Memo issued

ALJ Fukutome issued the Scoping Memo to determine scope, schedule, category, need for hearings, and other procedural matters. The memo includes a schedule for determining the agricultural definition issue in addition to addressing marginal cost, revenue allocation, and rate design issues. The agricultural definition issue will be addressed first.

May 3, 2006

Prehearing conference held

ALJ Fukutome heard parties' statements in preparation for issuing scoping memo for proposed proceeding schedule. Proceeding issues include critical peak pricing, and separate track for considering the agricultural definition.

Apr 14, 2006

Ruling issued setting a prehearing conference

ALJ Fukutome issued a ruling setting a prehearing conference for May 3, with pre-conference statements submitted by April 25. The prehearing conference will address proceeding schedule, category, need for evidentiary hearings, and discovery issues.

Mar 2, 2006

Phase II GRC application

Exhibits include Application, Executive Summary, Marginal Cost, Revenue Allocation, and Rate Design.

Back to Table of Contents

B. SDG&E GRC Phase II, Electric: Updates Marginal Costs, Cost Allocation, and Rate Designs

Proceeding No.

Commissioner

Admin. Law Judge (ALJ)

Counsel

Energy Division Staff

A.07-01-047

Bohn

Wong

Angelopulo

Lafrenz, Benjamin

What it Does

Summary:

    SDG&E proposed electric marginal costs, revenue allocation and rate design in A.07-01-047 to implement its GRC Phase 1 (A.06-12-009) revenue requirement changes. D.08-02-034 approved Phase 2 marginal cost, revenue allocation and rate design on February 28 and on May 1, 2008 this design was consolidate with Energy Resource Recovery Account (ERRA) as approved in D.08-02-030. A Phase 1 decision to address the change in revenue requirement (distribution and generation costs) remains pending.

Issues:

    Issues related to the proposed roll-off of AB1X legislation have been bifurcated, with a Proposed Decision anticipated as discussed below under "Next Steps." Dynamic pricing proposals are linked to SDG&E's Advanced Metering Infrastructure deployment plan. Critical Peak Pricing event triggers and Measurement and Evaluation activities of dynamic pricing tariffs are addressed.

Next Steps

· Proposed Decision addressing Phase 2 AB1X was issued June 24, 2008, and is currently being considered.

Proceeding Overview

Date

Actions Taken

Comments

June 24, 2008

Proposed Decision issued.

This PD, which addresses SDG&E's proposed rate cap roll-off is still being considered.

Feb 28, 2008

D.08-02-034 approves Phase 2 marginal cost, class allocation and rate design.

Phase 1 revenue requirement decision in A.06-12-009 remains pending.

Jan 11, 2008

Reply briefs filed re: AB1X roll-off.

Filed by SDG&E, SCE, DRA and TURN.

Jan 3, 2008

Proposed Decision is issued.

Proposed Decision addresses revenue allocation and rate design issues.

Dec 21, 2007

Opening briefs filed re: bifurcated portion of Phase 2, AB1X rate cap roll-off.

Filed by SDG&E, SCE, DRA and TURN

Nov 5, 2007

Commission issues Assigned Commissioner's Ruling (ACR).

Sets November 19, 2007 as deadline to file comments in the all party, all-issue settlement.

Oct 18, 2007

All parties reach an all-issues settlement.

This resulted in SDG&E filing a November 1, 2007 Motion for Adoption of All Party and All Issue settlement.

Sept 25, 2007

Partial settlement adopted by a majority of parties on most issues.

The partial settlement became moot upon all parties reaching an all-issue settlement.

Sept 5-6, 2007

Public participation hearings held.

Hearings held in Carlsbad and San Diego.

Aug 10, 2007

All other parties served testimony.

Parties include BOMA, CFBF, City of San Diego, CLECA, CMTA, CC-SLA, DRA, FEA, FuelCell Energy Inc., PG&E, The Solar Alliance, SCE, SDG&E, TURN, UCAN, and the Vote Solar Initiative.

July 6, 2007

DRA served testimony on scope of issues.

In addition to comments re: marginal cost, revenue allocation and residential rate design, also commented on small commercial rate design and dynamic pricing policy.

May 31, 2007

California Solar Energy Industries Association (CalSEIA) files motion.

CalSEIA files motion to intervene.

May 11, 2007

SDG&E serves updated testimony.

Class methodology testimony replaces January 31 testimony.

Apr 11, 2007

ALJ issues Scoping Memo.

Issues will not be bifurcated (e.g. dynamic pricing vs. marginal cost, revenue allocation, and rate design). Events and associated dates are as shown above under "Next Steps".

Mar 9, 2007

PHC held.

SDG&E, AREM, BOMA of San Diego and California, the City of San Diego, UCAN all filed PHC statements.

Feb 8, 2007

Ruling issued on Motion.

Motion for protective order for confidential information granted.

Jan 31, 2007

Application filed, Motion for protective order filed.

  

Back to Table of Contents

C. SDG&E and SoCalGas 2008 General Rate Case - Phase I

Proceeding No.

Commissioner

Admin. Law Judge (ALJ)

Counsel

Energy Division Staff

A.06-12-009 &

A.06-12-010

Bohn

Long

none

Strain/Gatti

What it Does

    Summary: Phase I sets the revenue requirement (RR) for distribution and generation capital and operating costs for test year 2008 and the attrition years. San Diego Gas and Electric Company (SDG&E) is requesting a rate increase of $263 million (to 2006 authorized levels) for electric distribution ($207 million), gas distribution ($42 million), and electric generation ($13 million). Southern California Gas Company (SoCalGas) is requesting a rate increase of $184 million (to 2006 authorized levels) for gas storage, transmission, and distribution.

    Potential Phase I major issues:

    1. Pension & Benefits expense increases - SDG&E is requesting $64 million and SoCalGas $20 million.

    2. Shared services expense increases of $41.8 million.

    3. The Department of Transportation has issued new regulations governing gas pipeline safety for transmission and distribution. SoCalGas is requesting an increase of $25 million in O&M expenses for pipeline integrity in 2008 and SDG&E is requesting an increase of $7 million. In addition, SoCalGas is requesting $150 million increase in capital expenditures for 2006-2008 for pipeline integrity and SDG&E is requesting an increase of $2 million.

    4. Proposes a Post Test Year (PTY) ratemaking mechanism that adjusts the electric and gas authorized revenue requirements (RR) in post test years by applying separate formulas to the Operation and Maintenance (O&M) related and capital related RR.

    5. Requests a six-year GRC cycle (application requests five attrition years from 2009 - 2013).

    6. Proposes the continuance of performance indicators for system reliability, employee safety, and customer satisfaction.

Next Steps

    Proposed Decision to be issued.

Proceeding Overview

Date

Actions Taken

Comments

Jan 18, 2008

Sempra, Aglet, DRA and TURN file Joint Motion

Parties file for adoption of Settlement Agreements Regarding Post-Test Year Ratemaking.

Dec 21, 2007

SoCalGas, DRA, and TURN file Motion

Joint Parties filed for adoption of a Settlement Agreement Regarding Test Year 2008 Revenue Requirement

Dec 21, 2007

SDG&E and DRA file Motion

Joint Parties filed for adoption of a Settlement Agreement Regarding Test Year 2008 Revenue Requirement

Dec 20, 2007

Commission issues D.07-12-053

Interim Opinion Creating Memorandum Accounts For Test Year 2008. SDG&E and SoCalGas are authorized to establish memorandum accounts to record the difference between the rates currently in effect and the final rates adopted in the consolidated proceedings. The effective date of the revenue requirement change will be determined later in this proceeding.

Nov 2, 2007

Reply Briefs filed

  

Oct 11, 2007

Opening Briefs filed

  

Aug 6-10 and 13-17, 2007. Sept 10-14, 2007

Evidentiary Hearings held

  

May 22, 2007

Ruling issued

Administrative Law Judge issued ruling requiring further testimony and altering the proceeding schedule

April 16, 2007

Motion filed

SDG&E and SoCalGas filed a motion to establish Memorandum Accounts to ensure that the utilities' 2008 revenue requirements are recovered over a full year.

Mar 13, 2007

Ruling issued

Public Participation Hearings scheduled for May 2007

Feb 27, 2007

Scoping Ruling issued

Sets issues and schedule of proceedings

Jan 9 - 16, 2007

Protests filed

Protests are filed by Disability Rights Advocates, The Utility reform Network, Pest Control Operators of California, Division of Ratepayers Advocates, and Southern California Generation Coalition

Jan. 2. 2007

Ruling issued

Grants consolidation of proceedings and a motion for protective order

Dec 8, 2006

SDG&E and SoCalGas filed GRC applications

Request authority to update its gas and electric RR and base rates effective January 1, 2009

Dec 8, 2006

Motion filed by SDG&E and SoCalGas

Motion filed to consolidate filers' GRC applications

Back to Table of Contents

D. Cost of Capital for Test Year 2008

Proceeding No.

Commissioners

Admin. Law Judge (ALJ)

Counsel

Energy Division Staff

A.07-05-003, A.07-05-007, A. 07-05-008

Bohn

Galvin

Bromson

Lafrenz

What it Does

Summary:

This consolidated proceeding sets capital structure, return on equity, and overall rate of return for SCE, SDG&E, and PG&E for test year 2008. Phase 2 of this proceeding will address cost of capital mechanisms that could replace annual cost of capital proceedings and may address information which rating agencies deem important in assessing the utilities' debt costs and equity returns and how they select comparable companies.

Issues:

Methodologies used in calculating risk premiums (Discounted Cash Flow Model, Capital Asset Pricing Model, Risk Premium Method, Fama-French Model), and associated cost of equity issues re: choice of utilities' "sample group" used for risk comparisons in justifying return on equity, beta, etc.

Next Steps

    Decision addressing a Rule 13.1 violation is anticipated in September, 2008.

Proceeding Overview

Date

Actions Taken

Comments

Aug 15, 2008

Commission issued proposed decision addressing Rule 13.1 violation.

Proposed decision addresses and resolves a Rule 13.1 violation re: notification of hearing not less than five or more than 30 days before hearing date by publishing notice in public places and newspapers (s) of general circulation and is still being considered.

May 29, 2008

D.08-05-035 establishes a multi-year cost of capital mechanism for major energy utilities.

The uniform cost of capital mechanism for PG&E, SCE, and SDG&E will occur every third year, with application to be filed no later than April 20 for the following test year, beginning in 2010 for test year 2011.

May 2008

Comments and Reply Comments received.

  

Apr 29, 2008

Proposed Decision (PD) issued.

For Commission vote at May 29 meeting. Decision proposes a three-year proceeding cycle (next application 2010) with a uniform mechanism establishing an upward or downward return on equity adjustment when the utility bond benchmark moves 100 basis points in between proceedings, with debt and preferred stock cost of capital also adjusted at that time.

Feb 21, 2008

Reply Briefs

Filed by IOUs, Aglet/TURN/UCAN, and DRA.

Feb 13, 2008

Opening Briefs

Filed by IOUs, Aglet/TURN/UCAN, and DRA.

Jan 29, 2008

Phase 2 hearing held to address viability of mechanisms that might replace annual Cost of Capital hearings.

To discuss merits of annual, biennial, and triennial proceedings, various benchmark mechanisms, and timing thereof to adjust return on equity and debt.

Jan 4, 2008

Phase 2 issues due re: mechanisms to replace annual proceeding

Comments submitted by: PG&E, SCE, SDG&E, Aglet, TURN, UCAN (jointly), DRA. FEA did not file comments.

Dec 20, 2007

Commission meeting; vote by Commissioners on PD.

D.07-12-049 approved by Commissioners.

Dec 3, 2007

Reply comments issued.

Comments issued by all parties

Nov 26, 2007

Comments on PD issued.

Comments issued by all parties

Nov 6, 2007

ALJ issues Proposed Decision (PD).

Commissioners to vote on PD at December 6, 2007 meeting.

Nov 6, 2007

ALJ issues ruling re: final oral argument.

Final oral argument set for 2 pm November 26.

Oct 5, 2007

Reply briefs due.

Intervenors and IOUs filed briefs.

Sept 27, 2007

Opening briefs and deadline to file a request for final oral argument.

Intervenors and IOUs issued briefs, with SCE and SDG&E issuing a request for final oral argument. PG&E had already requested for oral argument.

Sept 20, 2007

Late filed exhibits due

IOUs provide updated cost of debt and preferred stock.

Sept 10-13, 2007

Evidentiary hearings

Appearances by PG&E, SCE, SDG&E.

Aug 28, 2007

Evidentiary hearing,

Separate appearance in which only the SDG&E witness testified.

Aug 28, 2007

Rebuttal Testimony

Provided by SCE, PG&E, SDG&E.

Aug 8, 2007

DRA and Intervener Testimony

DRA, FEA, and testimony on behalf of Aglet, TURN, and UCAN addresses modeling and methodology used to calculate and propose Return on Equity.

June 21, 2007

Assigned Commissioner's Scoping Memo and Ruling issued

Sets proceeding schedule with Interim Decision expected on December 6, 2007.

June 14, 2007

Prehearing Conference

Addressed subject matter to clarify components of Phase 1 (setting capital structure, return on equity, and rate of return) and Phase 2 (addressing mechanisms that could replace annual proceedings and methodology thereof).

Back to Table of Contents

E. Southwest Gas Corporation Rate Case

Proceeding No.

Commissioner

Admin. Law Judge (ALJ)

Counsel

Energy Division Staff

A.07-12-022

Simon

O'Donnell

Moldavsky

Monson

What it Does

Summary: Requests authority to change rates & charges in San Bernardino, Placer, El Dorado & Nevada counties.

Major issue: Appropriate level of rates.

Next Steps

· Submit settlement agreement.

Proceeding Overview

Date

Actions Taken

Comments

Aug 28, 2008

Parties settled, hearings cancelled

  

Apr 4, 2008

SWG submitted motion for memorandum account

  

Mar 17, 2008

Scoping Ruling issued

  

Feb 27, 2008

Pre-hearing conference held.

  

Dec 21, 2007

Application filed.

 

Back to Table of Contents

F. SCE 2009 General Rate Case - Phase I

Proceeding No.

Commissioner

Admin. Law Judge (ALJ)

Counsel

Energy Division Staff

A.07-11-011

Peevey

DeAngelis

  

Greene, Strain

What it Does

    Summary: Phase I sets the revenue requirement (RR) for distribution and generation capital and operating costs for test year 2009 and the attrition years. Southern California Edison Company (SCE) is requesting a revenue increase of $858 million for the test year as compared to authorized revenue.

    Potential Phase I major issues:

      1. Capital investments to replace and build new distribution facilities, and potential increased systems operations and maintenance.

      2. Expenses required to meet regulatory requirements in generation and electricity procurement.

      3. Costs to recruit, train, and retain SCE's workforce in light of impending retirements.

Next Steps

    1. May 13, 2008 - All Rebuttal Testimony to be served

    2. May 15-23, 2008 - Alternative Dispute Resolution Process

    3. May 29-30, 2008 - Hearings at CPUC, Los Angeles Office at 320 West 4th Street, Suite 500

    4. June 2-16, 2008 - Hearings at CPUC San Francisco Office at 505 Van Ness Avenue

Proceeding Overview

Date

Actions Taken

Comments

Apr. 29, 2008

Testimony Served by Parties other than SCE and DRA

Parties that filed testimony included TURN, Coalition of California Utility Employees, SDG&E, Alliance for Retail Energy Markets, Western Manufactured Housing Communities Association, Western Power Trading Forum, and Inland Aquaculture Group.

Apr. 15, 2008

DRA Testimony filed

  

Apr. 14, 15, 28, 29, and 30, 2008

Public Participation Hearings Held

Public Participation Hearings were held in Palm Springs, Visalia, Long Beach, Santa Ana, and San Bernardino.

Mar. 4, 2008

Ruling Issued

Ruling revised the schedule set forth in the Scoping Memo and clarified the issue of philanthropy.

Feb. 7, 2008

Scoping Memo and Ruling of Assigned Commissioner issued

Scoping memo sets the procedural schedule, assigns the Presiding Officer and addresses the scope of the proceeding.

Nov. 19, 2007

SCE files application

  

Back to Table of Contents

G. SCE 2009 General Rate Case - Phase II

Proceeding No.

Commissioner

Admin. Law Judge (ALJ)

Counsel

Energy Division Staff

A.08-03-002

Peevey

Yip-Kikugawa

  

Ghadessi, Lafrenz

What it Does

Summary:

    Establishes marginal costs, revenue allocation, and rate design to determine the distribution and generation components of SCE's rates.

Issues:

    Phase II issues include:

    a) Establishing method by which marginal generation, distribution, and customer costs for each rate group are determined.

    b) Identifying delivery-related marginal costs at different voltage levels for allocation of design demand costs, by rate group.

    c) Determining how Equal Percent of Marginal Cost (EPMC) factors are developed for revenue allocation.

    d) Determining whether to use EPMC or another methodology in allocating distribution and generation costs.

    e) Determining the total revenue allocated to any one rate group, considering a "cap" or maximum increase

    f) Determining the appropriate rate design for California Alternative Rates for Energy (CARE) rates.

    g) Likewise, determining rate design for non-CARE and medical baseline rate tiers.

    h) For non-residential rate design, establishing lighting, traffic control, large power, agricultural and pumping, and Stand-by rates.

    i) Establishing rate design for interruptible customers.

    j) Tariff change proposals.

Next Steps

    Assigned Commissioner's and Administrative Law Judge's Scoping Memo setting the proceeding dates was issued May 14, 2008. Subsequent Ruling was issued September 2, 2008 and revised the schedule as follows:

      · June 27 update exhibits.

      · September 26 DRA testimony.

      · October 31 Other Parties' testimony.

      · Rebuttal exhibits, all parties December 19.

      · Evidentiary Hearings the weeks of January 12, 20 (Monday holiday) and 26.

      · Opening briefs February 16.

      · Reply briefs March 2.

      · Request for oral arguments 10 days after briefs.

      · ALJ Proposed Decision (PD) June 2009.

      · Initial comments on PD 20 days after issuing the PD.

      · Reply comments on PD five days after initial comments.

      · Final Decision July/August 2009.

      · Phase 2 rates implementation October 1, 2009

Proceeding Overview

Date

Actions Taken

Comments

Sept 2, 2008

ALJ's Ruling Revising the Schedule Set Forth in the Scoping Memo.

Addresses Division of Ratepayer Advocates (DRA) request to change testimony service dates. Pushes DRA and Other Parties testimony dates back two weeks, Rebuttal exhibits back one week, as reflected above in "Next Steps"

May 14, 2008

Assigned Commissioner's and ALJ's Scoping Memo and Ruling issued.

Scoping memo identifies issues to be considered in proceeding, sets procedural schedule, and determines the category of the proceeding and need for hearings.

May 8, 2008

ALJ rules that public participation hearings (PPHs) will be held and requests suggestions regarding hearing locations.

Riverside County, Compton, and San Clemente are under consideration. Also one location at north end of territory in central valley.

May 1, 2008

Prehearing conference held to discuss proceeding schedule and whether to hold PPHs.

Parties agree that SCE's proposed revised schedule is amenable to all, as shown in next steps (above).

Mar 26, 2008

ALJ's ruling consolidates this Phase 2 GRC application with the Rate Design Window (RDW) A.07-12-020.

ALJ finds the issues raised in the RDW appropriate for consideration in the Phase 2 proceeding rather than on an expedited basis, and sets prehearing conference date for May 1.

Mar 4, 2008

SCE submits application and testimony for Phase 2 GRC.

Application is submitted along with testimony and exhibits addressing marginal cost, revenue allocation, rate design, and witness qualifications.

Back to Table of Contents

H.      West Coast Gas General Rate Case and Settlement

Proceeding No.

Commissioner

Admin. Law Judge (ALJ)

Counsel

Energy Division Staff

A.08-04-007

Simon

Barnett

Bromson

Cheng

What it Does

· In A.08-04-007 West Coast Gas filed in a GRC application for authority to raise its rates by $234,127.33. 

· DRA timely protested.

Next Steps

· Await Proposed and Final Decisions approving settlement.

Proceeding Overview

Date

Actions Taken

Comments

     

August 27, 2008

West Coast Gas files a Joint Motion for Adoption of Settlement Agreement.

    West Coast Gas and DRA attended and agreed on a compromise rate increase of $202,116 (9.49% uniform increase among customers; an average residential customer's monthly bill would increase by approximately $4.23).

Aug 21, 2008

Hearing date is canceled in lieu of a Notice of Settlement Conference: all parties may attend an August 27, 2008 settlement conference held at the CPUC.

  

July 29, 2008

West Coast Gas supplies rebuttal testimony.

  

July 18, 2008

DRA issues testimony suggesting an $189,135 (8.88%) increase over then-current authorized rates.

  

June 17, 2008

West Coast Gas revises its $234,127.33 requested rate increase to $228,040 (10.70% above then-current authorized rates).

  

June 9, 2008

CPUC held a prehearing conference to determine parties, create the service list, identify issues, and address other issues such as scheduling.

    West Coast Gas and DRA attended. Hearing scheduled for August 26-27. DRA testimony scheduled for July 18, 2008. West Coast Gas rebuttal testimony scheduled for August 1, 2008.

April 1, 2008

West Coast Gas filed a GRC application (A.08-04-007) requesting authority to raise rates by $234,127.33 (10.99% over then-current authorized rates).

    DRA timely protested.

Back to Table of Contents

I. Sierra Pacific Power Company 2009 General Rate Case

Proceeding No.

Commissioner

Admin. Law Judge (ALJ)

Counsel

Energy Division Staff

A.08-08-004

Bohn

Darling

  

Ghadessi, Lafrenz

What it Does

    Summary: Proposes a $6.6 million increase (8%) in annual revenue requirements for CA customers for test year 2009; and an increase in rate of return from 8.73% to 8.81 % based on a 11.4% return on common equity; requests a post-test year adjustment mechanism for capital and operating costs based on the PTY mechanism adopted for PacifiCorp; and expansion of energy efficiency programs.

Next Steps

    5. Pre-hearing conference - TBA

Proceeding Overview

Date

Actions Taken

Comments

August 1, 2008

Sierra Pacific files application

Testimony on non-fuel revenue requirements including the addition of the Tracy combined-cycle to rate base, expansion of energy efficiency programs, cost of capital, post-test year ratemaking, and revenue allocation and rate design.

Back to Table of Contents

J. Bear Valley Electric Service 2009 General Rate Case

Proceeding No.

Commissioner

Admin. Law Judge (ALJ)

Counsel

Energy Division Staff

A.08-06-034

Simon

Lakritz

  

Lafrenz

What it Does

Summary:

Bear Valley Electric Service (BVES), a division of Golden State Water Company (GSWC) which is a subsidiary of the American States Water Company, requests a $6.8 million, 22.7% revenue requirement increase to be implemented over a four-year period through a proposed Rate Implementation Mitigation Plan (RIMP).

Issues:

Issues include:

    · Establishing revenue requirement.

    · Establishing method by which marginal generation, distribution, and customer costs for each rate group are determined.

    · Determining how Equal Percent of Marginal Cost (EPMC) factors are developed for revenue allocation.

    · Determining whether to use EPMC or another methodology in allocating distribution and generation costs.

    · Determining the total revenue allocated to any one rate group, considering a "cap" or maximum increase.

    · Establishing rate design for interruptible customers.

    · Tariff change proposals.

Next Steps

· Prehearing Conference date which will result in an Assigned Commissioner's Scoping Memo setting the proceeding dates is yet to be determined.

· BVES' proposed proceeding schedule in June 27, 2008 application requests the following proceeding schedule dates, to be confirmed by the Scoping Memo:

    _ July 28, 2008, Rate Design/Cost Allocation supplement filed

    _ August 29, 2008 Protests/Responses

    _ September 11, Prehearing Conference/Scoping Memo

    _ November 15, DRA/Intervenor testimony

    _ December 5, GSWC rebuttal due

    _ December 15, formal settlement negotiations begin

    _ January 17, 2009, Evidentiary hearings begin

    _ February 18, Opening Briefs

    _ March 2, Reply Briefs

    _ May 11, Proposed Decision

    _ June 1, Comments on Proposed Decision

    _ June 11, Replies to Comments

    _ June 29, 2009 Final Decision

Proceeding Overview

Date

Actions Taken

Comments

Aug 27, 2008

BVES submits marginal cost, revenue allocation, and rate design testimony.

Along with the additional GRC testimony, BVES also submits separate application (A.08-08-021) for expedited approval of a power purchase agreement with Shell Energy North America effective January 1, 2009.

June 27, 2008

BVES submits application (A.08-06-034) for General Rate Case Increase and Certain Other Charges.

As discussed in Summary, Issues, and Next Steps in text above.

II. OTHER RATEMAKING PROCEEDINGS

A. DWR Bond Charge

Proceeding No.

Commissioners

Admin. Law Judge (ALJ)

Counsel

Energy Division Staff

R.06-07-010

Peevey

Allen

Perlstein

Roscow

What it Does

Sets annual bond charge for payment of debt service on DWR bonds.

Next Steps

· DWR's 2007 bond charge will be reflected on IOU tariffs effective January 1, 2007. This charge is recalculated every year.

Proceeding Overview

Date

Actions Taken

Comments

Dec 14, 2006

The Commission adopted D.06-12-035 

Adopts the 2007 DWR bond charge of $.00469 per kWh

Oct 30, 2006

DWR submitted final 2007 Determination of Revenue Requirement

In its updated final determination of it 2007 revenue requirement DWR seeks $818million to cover its bond-related costs, via a DWR bond charge of $.00469 per kWh

Aug 2, 2006

DWR submitted 2007 Determination

DWR seeks $831million to cover its bond-related costs, via a DWR bond charge of $.00464 per kWh

Jul 20, 2006

CPUC issues Rulemaking R.06-07-010

This Rulemaking replaces A.00-11-038

Dec 1, 2005

The Commission adopted D.05-12-010

Adopts the 2006 DWR bond charge of $.00485 per kWh

Aug 3, 2005

DWR submitted 2006 Determination

DWR sought $919 million to cover its bond-related costs

Apr 7, 2005

The Commission adopted D.05-04-025.

The 2005 DWR bond charge is $.00459 per kWh. This reflected a $75 million downward revision to DWR's bond-related revenue requirement.

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B. DWR Revenue Requirement

Proceeding No.

Commissioners

Admin. Law Judge (ALJ)

Counsel

Energy Division Staff

R.06-07-010

Peevey

Allen

Perlstein

Roscow

What it Does

1. Sets annual power-related revenue requirement, allocates it between the three utilities, and establishes utility-specific power charges for DWR power.

2. Trues-up prior year allocations.

Next Steps

· DWR's 2007power charges are reflected on IOU tariffs effective January 1, 2007. These charges are recalculated yearly.

Proceeding Overview

Date

Actions Taken

Comments

Dec 14, 2006

The Commission adopted D.06-12-035 

Allocates DWR's 2007 power cost revenue requirement among IOUs, and sets IOU power charges for 2007.

Oct 30, 2006

DWR submitted final 2007 Determination of Revenue Requirement

In its updated final determination of it 2007 revenue requirement DWR seeks $4.19 billion from ratepayers to cover its power-related costs in 2007, via a DWR power charge of approx 8.6 cents per kWh

Nov 9, 2006

The Commission adopted D.06-11-003

Allocates benefits and costs of Williams gas contract according to the percentages adopted in Decision 05-06-060.

Aug 9, 2006

PHC to discuss procedure and scheduling.

No issues were raised regarding the DWR power cost estimates.

Aug 2, 2006

DWR submitted 2007 Determination

DWR seeks $4.3 billion from ratepayers to cover its power-related costs in 2007, via a DWR power charge of approx 8.9 cents per kWh

Jul 20, 2006

CPUC issues Rulemaking R.06-07-010

This Rulemaking replaces A.00-11-038

Dec 1, 2005

The Commission adopted D.05-12-010

Allocates DWR's 2006 power cost revenue requirement among IOUs, and sets IOU power charges for 2006.

The allocation of benefits of the Williams gas contract was deferred to a yet-to-be-issued Commission decision.

Oct 27, 2005

DWR supplemented and updated its August 3rd Determination

DWR's power-related revenue requirement increased $418 million, mainly due to higher forecast gas costs, to a total of $4.546 billion

Aug 3, 2005

DWR submitted it 2006 Determination of Revenue Requirement

DWR sought $4.128 billion to cover its power-related costs

Jun 30, 2005

The Commission adopted D.05-06-060

This decision grants, in part, a petition to modify D.04-12-014, the Commission's previous order adopting a "permanent" methodology for the allocation of DWR's contract costs, replacing it with the methodology in the instant order.

The adopted methodology is considered effective as of Jan 1, 2004.

Under the adopted method, the "variable" costs of each DWR contract will be directly assigned to the IOU that physically manages that contract. The "fixed" costs of the DWR revenue requirement are allocated to each IOU as follows: PG&E (42.2%), SCE (47.5%) and SDG&E (10.3%).

Apr 7, 2005

The Commission adopted D.05-04-025.

Adopts DWR's revised revenue requirement, a $166 million reduction. IOUs filed implementing advice letters by April 21st, with rate changes effective no later than June 1, 2005.

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C.      SoCalGas Native Gas Access

Proceeding No.

Commissioner

Admin. Law Judge (ALJ)

Counsel

Energy Division Staff

A.04-08-018

Peevey

Wong

None

Cheng

What it Does

· In A.04-08-018 SoCalGas requests that the Commission establish and approve standardized terms and conditions under which gas produced by California gas producers will be granted access to SoCalGas' natural gas operating system.  To that end, SoCalGas wants CPUC to approve standard access Interconnection Agreement (IA) and Operational Balancing Agreement (OBA) tariffs. 

· SoCalGas filed this application in order to comply with a Joint Stipulation in its A.04-01-034 native gas proceeding.   The Joint Stipulation was entered into on July 13, 2004 among SoCalGas and the Joint Parties.  (The Joint Parties are comprised of the Indicated Producers, California Independent Petroleum Association and the Western States Petroleum Association.)    In the Joint Stipulation, SoCalGas agreed that it would file an application "to address gas quality monitoring protocols and off-shore and on-shore California producer access terms and conditions."

· The other parties are concerned about ensuring nondiscriminatory access to SoCalGas's system and safety standards.

Next Steps

· Await and Review Proposed Decision on PFM and Comments.

Proceeding Overview

Date

Actions Taken

Comments

Nov 27, 2007

SoCalGas requests, and CPUC Executive Director grants, an extension for filing the AL implementing D.07-08-029 until a final decision on the PFM.

    As of September 12, 2008, there is no definite timeline as to when the PFM proposed decisions is expected. Separate from the PFM, there is some disagreement among the parties as to the exact wording and implementation of aspects of D.07-08-029 that do not regard non-hydrogen sulfide contaminants. Negotiations are ongoing.

Nov 5-15, 2007

California producers file responses to the PFM, and SoCalGas responds to the responses.

  

Oct 4, 2007

SoCalGas files a Petition for Modification (PFM) of D.07-08-029.

    SoCalGas wants clarification regarding the implementation of D.07-08-029 as it applies to gas distribution line safety standards regarding non-hydrogen sulfide contaminants.

Aug 23, 2007

Decision 07-08-029 issued.

  

July 24, 2007

Proposed Decision issued.

  

Apr 12, 2007

Ruling by ALJ Wong

    Extends by 60 days the deadline for resolving this proceeding.

Oct 27, 2006

Ex Parte filed by Indicated Producers.

    On October 23, 2006, Evelyn Kahl, counsel to the Indicated Producers (IP) (Aera Energy LLC, Chevron U.S.A. Inc., and Occidental of Elk Hills, Inc.), met with Belinda Gatti, advisor to Cmmr. Geoffrey Brown, in San Francisco. Written materials (attached to the notice) were used. Kahl urged the adoption of the IP's proposed default agreement based on the Resolution G-3181 model. In addition, Ms. Kahl highlighted the two most contentious issues in the case involving the protocols for determining gas quality compliance and producer balancing arrangements

Apr 26, 2006

Reply briefs filed

    Exxon Mobil, SoCalGas, SCGC

Apr 7, 2006

Opening briefs filed

    Exxon Mobil, SoCalGas, SCGC, CIPA/Indicated Producers/WSPA, DRA/PELEO/PUC

March 6-10

Evidentiary hearings conducted

  

Feb 14, 2006

Ex Parte filed by Indicated Producers.

    On February 9, 2006, Evelyn Kahl, counsel to the Indicated Producers (IP), met in San Francisco with Belinda Gatti, advisor to Commissioner Brown. Kahl advised the Commission that the IP and WSPA are very interested in gaining greater certainty in the relationship between SoCalGas and interstate producers. Kahl indicated that IP/WSPA have proposed a standardized agreement. Kahl observed that SoCalGas is in a strong monopoly position in this relationship.

Nov 2, 2005

Ruling: ALJ Wong revises the procedural schedule.

    · Utility to serve updated testimony: January 10, 2006

    · Prepared testimony by all other parties to be served: January 31, 2006

    · Prepared rebuttal testimony by all parties to be served.: February 21, 2006

    · Evidentiary hearings: March 6-10, 2006. Start time on March 6, 2006 at 10:00 a.m.

Oct 31, 2005

Comments on ALJ Ruling dated 10/25/05 filed by CIPA, ExxonMobil, Indicated Producers, CNGPA, WSPA

 

Oct 31, 2005

Comments on revised procedural schedule filed by ORA/PELEO/PUC, SCGC

  

Oct 25, 2005

ALJ Wong issued ruling.

Revises the evidentiary hearing dates. Sets evidentiary hearing for February 21-24, 2006. Comments on the procedural schedule/Responses to the ruling are due by October 31, 2005.

Aug 30, 2005

Scoping Memo and Ruling of Assigned Commissioner and Administrative Law Judge

Evidentiary hearings to be held daily Dec. 8-14, 2005. The following issues will be addressed: What should be the terms and conditions of access to SoCalGas' transmission system for California natural gas producers? Should the Commission approve the standard access agreement that SoCalGas has proposed in its application? Should all of the existing California access agreements with SoCalGas be replaced with a standard access agreement as they expire or are terminated under their existing terms? Should the standard access agreement replace ExxonMobil's existing agreement with SoCalGas regarding supplies of gas from

Pacific Offshore Pipeline Company (POPCO) entering SoCalGasGas' system?

Aug 17, 2005

Prehearing conference is held.

  

June 27, 2005

Ruling noticing prehearing conference

ALJ Wong issues  ruling noticing prehearing conference for August 17, 2005, at 10:00 a.m.  ALJ Wong states that it will be more efficient to wait until the prehearing conference is held before deciding whether to grant SocCalGas's motion.   

June 3, 2005

Status report issued by SoCalGas and joint parties. 

The parties reported that they were still engaged in discussions and recommended that a prehearing conference be scheduled in August 2005. 

May 25, 2005

ExxonMobil and SoCalGas respond, asking the Commission to reject SCGC's motion. 

 

May 10, 2005

Southern California Generation Coalition filed a Motion to Suspend Consideration of SoCalGas's application. 

SCGC's reasoning was that the issues covered by A.04-08-018 are currently under consideration in both R.04-01-025 (Gas OIR) and SoCalGas Advice Letter 3413-A. 

Dec 9, 2004

Status report issued by SoCalGas and joint parties. 

 

Oct 29, 2004

Status report issued by SoCalGas and joint parties. 

 

Sep 30, 2005

SoCalGas files response to protests.

SoCalGas' response also stated that SoCalGas and the joint parties had entered into discussions concerning the issues in this proceeding. 

Sep 20, 2004

Protests filed by by ExxonMobil Gas & Power Marketing Company (ExxonMobil), Office of Ratepayer Advocates (ORA), and the Southern California Generation Coalition (SCGC).  Joint protest filed by the Indicated Producers, California Independent Petroleum Association, and Western States Petroleum Association (joint parties).

The protest of the joint parties stated that SoCalGas and the joint parties had entered into discussions concerning the issues in this proceeding. 

Aug 16, 2004

· SoCalGas files application

  

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D. PG&E, SCE, SDG&E and SCG Applications for Approval of 2006-2008 Energy Efficiency Programs

Proceeding No.

Commissioner

Admin. Law Judge (ALJ)

Counsel

Energy Division Staff

A.05-06-004, A.05-06-011, A.05-06-015, and A.05-06-016

Grueneich

Weissman

Hong

Tapawan-Conway

What it Does

This consolidated proceeding will determine whether the funding levels and overall portfolio plans submitted by the utilities are reasonable and consistent with the energy efficiency policy rules adopted in D.05-04-051 in R.01-08-028.

Next Steps

· Consideration of TURN/DRA application for rehearing of D.06-12-013, which closed this proceeding.

Proceeding Overview

Date

Actions Taken

Comments

Jan 16, 2007

TURN/DRA filed application for rehearing of D.06-12-013

TURN /DRA seek clarification whether savings from thermal energy storage will count towards SCE's portfolio goals and incentive award.

Dec 14, 2006

The Commission issued D.06-12-013.

This decision approves SCE's petition but reduces the requested budget to $14 million to reflect two years program operation and reduced administrative costs.

Nov 14, 2006

The ALJ issued a proposed decision.

The ALJ's proposed decision approves Southern California Edison Company's Petition for Modification of D.05-09-043, with modifications.