Direct Access Implementation
WORKSHOP REPORT PREPARATION

Attachment #8: MILESTONE COMPLIANCE SCHEDULE

CPUC 1997 Restructuring Roadmap
(R. 94-04-031)

Commissioner(s): Jessie Knight & Joe Neeper
Administrative Law Judge: John Wong
Energy Division Contact: Linda Serizawa

Responsibility
DAY
ACTION
ISSUE
DUE
DATE
*
LEAD
SUPPORT
REFERENCE
10 Decision Becomes Effective
All
Issues
06 MAY CPUC----- D. 97-04-040
[Page 99]
2+21 Advice Letters to Establish Interim, 90 Day Memorandum Accounts to Track All Costs to Implement Direct Access
Code Section
376
27 MAY Parties----- D. 97-04-040
[O.P. 8.]
3+21 Advice Letters to Establish IRMA Subaccounts Identified in D. 97-05-040 to which Costs from the 90-Day Interim Memo Accounts will be Reallocated
Code Section
376
27 May Utilities----- D. 97-04-040
[O.P. 9.)
4+30 First Direct Access Implementation Plan Meeting Convened
Implement.
Protocols & Policies
05 JUN UtilitiesInterested
Parties incl.
DAWG 		D. 97-04-040
[O.P. 5.e.(2)]
5+30 Load Profile Methodologies Workshop
Load
Profiling
05 JUN Energy
Division		 UDCs and
Int. Parties		 D. 97-04-040
[O.P. 7.b.(1)]
6+40 Workshop Report on Load Profile Methodologies Due
Load
Profiling
16 JUN UDCs Workshop
Participants 		D. 97-04-040
[O.P. 7.b.(1)]
7+45 Metering Technical Specifications / Communication Stds Workshop
Metering
Standards
20 JUN Energy
Division		 UDCs and
Int. Parties		 D. 97-04-040
[O.P. 7.a.(1)]
8+45 Comments on Affiliate Transaction Guidelines Due
Affiliate
Transactions
20 JUN Utilities----- D. 97-04-040
[O.P. 10.]
9+55 Comments on Load Profile Methodologies Workshop Report Due
Load
Profiling
30 JUN Parties----- D. 97-04-040
[O.P. 7.b.(1)]
10--- Prepared Direct Testimony on Load Profiling Issues Due (if required)
Load
Profiling
Week of 30 JUN Utilities -----D. 97-04-040
[O.P. 7.b.(2)]
11--- Direct Access Implementation Plans Due
Transaction
Protocols & Policies
01 JUL UtilitiesStkholders D. 97-04-040
[O.P. 5.e.(3)]
12--- Retailer Registration Application Forms Acceptance Begins
Retailer
Registration
01 JUL Retailers----- D. 97-04-040
[O.P. 5.i.(2)]
13+60 Reply Comments on Affiliate Transaction Guidelines Due
Affiliate
Transactions
07 JUL Parties----- D. 97-04-040
[O.P. 10.]
14+60 Comments on Code Section 394(b) Notice Format Due
Notice
Format
07 JUL Parties----- D. 97-04-040
[Page 63]
15+60 Retail Settlement & Information Flow Issues Workshop
Information Flow
07 JUL Energy
Division		 UDCs and
Int. Parties		 D. 97-04-040
[O.P. 7.c.]
16--- Reply Testimony on Load Profiling Issues Due (if required)
Load
Profiling
Week of 14 JUL Non-Utilit. -----D. 97-04-040
[O.P. 7.b.(2)]
17+70 Workshop Report on Metering Technical Specifications / Communication Stds Due
Metering
Standards
15 JUL UtilitiesWorkshop
Participants 		D. 97-04-040
[O.P. 7.a.(1)]
18--- Comments on Direct Access Implementation Plans Due
Transaction
Protocols & Policies
18 JUL Parties----- D. 97-04-040
[O.P. 5.e.(3)]
19--- Evidentiary Hearings on Load Profiling Issues Begin (if required)
Load
Profiling
Week of
21 JUL/
28 JUL 		CPUC PartiesD. 97-04-040
[O.P. 7.b.(2)]
20+75 Reply Comments on Code Section 394(b) Notice Format Due
Notice
Format
21 JUL Parties----- D. 97-04-040
[Page 63]
21+75 Customer Information Data Base Workshop
Customer Data
21 JUL Energy
Division		 UDCs and
Int. Parties		 D. 97-04-040
[O.P. 7.d.]
22+80 Workshop Report on Retail Settlement & Information Flow Issues Due
Settlement
& Information
Flow
25 JUL UtilitiesWorkshop
Participants 		D. 97-04-040
[O.P. 7.c.]
23+85 Comments on Metering Technical Specifications / Communication Stds Workshop Report Due
Metering
Standards
30 JUL Parties----- D. 97-04-040
[O.P. 7.a.(1)]
24+95 Comments on Retail Settlement & Information Flow Workshop Report Due
Settlement
& Information
Flow
11 AUG Parties----- D. 97-04-040
[O.P. 7.c.]
25+100 Workshop Report on Customer Information Data Base Due
Customer Data
14 AUG UtilitiesWorkshop
Participants 		D. 97-04-040
[O.P. 7.d.]
26+115 Comments on Customer Information Data Base Workshop Report Due
Settlement
& Information
Flow
29 AUG Parties----- D. 97-04-040
[O.P. 7.d]
27--- Direct Access Request Acceptance Begins (to be effective 1/1/98)
Standards & Procedures
01 NOV Utilities----- D. 97-04-040
[O.P. 5.e.(4)]
28--- Monthly Progress Reports on Implementation Activities Begin
Standards & Procedures
15 NOV Utilities----- D. 97-04-040
[O.P. 5.e.(5)]

* Date Status:

- Activity Completed

- Milestone Deadline per D. 97-05-040