Section 1306 - LSE and UDC Reports, and Customer Classification Reports(a) Quarterly UDC Reports. (1) Each UDC shall report the number of customers, revenue expressed in dollars, volume expressed in kWh for all electricity sold or delivered by the UDC during each of the previous three months as follows:(A) sales to bundled customers classified by county, retail rate class, and customer classification code; and(B) deliveries to unbundled customers classified by county, retail rate class, customer classification code, and for unbundled customers, whether the LSE for whom distribution services are being provided is an ESP or a CCA.(2) for purposes of complying with subdivision (a)(1) of Section 1306, the following requirements shall apply: (A) revenue for bundled customers is the aggregation of generation and non-generation costs, and excludes city or local taxes;(B) revenue for unbundled customers is the aggregation of all non-generation costs, and excludes city or local taxes; and(C) retail rate class is the general level of rate class used by UDC. Any rate schedule excluded from retail rate classes shall be reported as an aggregated amount classified by county and customer classification code.(3) each UDC shall provide an electronic file with a list of the retail rate classes provided in subdivision (a)(1) of this section, including a description of each retail rate class.(4) Quarterly UDC Reports. Each UDC that provides distribution services for other LSEs shall report quarterly to the Commission the following information: (B) business address of each LSE; and(C) sales of electricity, expressed in kilowatt hours, by each LSE in the UDC's service area for each month of the preceding quarter.(5) After February 15, 2022, the requirements of subdivisions 1 through 4 of subdivision (a) of this Section shall not apply to UDCs reporting under Section 1353(b).(b) Quarterly LSE Reports. LSEs not reporting under 1306(a), shall report the following: (1) number of customers during each of the previous three months, classified by UDC, county, and major customer sector or customer group;(2) revenue, defined as the aggregation of all costs plus profits, received by an LSE from its end-use customers in providing generation services, and expressed in dollars during each of the previous three months, classified by UDC, county, and major customer sector or customer group; and(3) volume expressed in kWh, for all electricity sold by the LSE during each of the previous three months, classified by UDC, county, and major customer sector or customer group.Cal. Code Regs. Tit. 20, § 1306
1. Amendment filed 1-23-84; effective thirtieth day thereafter (Register 84, No. 4).
2. Amendment of section heading and repealer and new section filed 2-23-2001; operative 2-23-2001 pursuant to Government Code section 11343.4 (Register 2001, No. 8).
3. Amendment of subsections (b)(1)-(2) filed 6-3-2002; operative 6-3-2002 pursuant to Government Code section 11343.4 (Register 2002, No. 23).
4. Amendment of section heading, section and NOTE filed 7-3-2007; operative 7-3-2007 pursuant to Government Code section 11343.4 (Register 2007, No. 27).
5. New subsection (a)(5) and amendment of NOTE filed 5-29-2018; operative 7-1-2019 (Register 2018, No. 22).
6. Amendment of subsections (a)(1)(B) and (a)(5) filed 12-30-2021; operative 1-1-2022 pursuant to Government Code section 11343.4(b)(3) (Register 2021, No. 53). Note: Authority cited: Sections 25213, 25218(e) and 25320, Public Resources Code. Reference: Sections 25005.5, 25216, 25216.5, 25300- 25303, 25401, 25401.2, 25403, 25403.5 and 25602, Public Resources Code.
1. Amendment filed 1-23-84; effective thirtieth day thereafter (Register 84, No. 4).
2. Amendment of section heading and repealer and new section filed 2-23-2001; operative 2-23-2001 pursuant to Government Code section 11343.4 (Register 2001, No. 8).
3. Amendment of subsections (b)(1)-(2) filed 6-3-2002; operative 6-3-2002 pursuant to Government Code section 11343.4 (Register 2002, No. 23).
4. Amendment of section heading, section and Note filed 7-3-2007; operative 7-3-2007 pursuant to Government Code section 11343.4 (Register 2007, No. 27).
5. New subsection (a)(5) and amendment of Note filed 5-29-2018; operative 7/1/2018 (Register 2018, No. 22).
6. Amendment of subsections (a)(1)(B) and (a)(5) filed 12-30-2021; operative 1/1/2022 pursuant to Government Code section 11343.4(b)(3) (Register 2021, No. 53).