UTC Case Docket Document Sets

Filing U - 210542

Company: Puget Sound Energy

DBA:

Filing Type: Transfer of Property

Case Status: Closed

Dates (Opened & Effective): 07/08/2021 & 11/23/2024

Summary: Notice of the planned sale of a material, non-controlling interest in the ultimate parent company of PSE, Puget Holdings LLC, currently held by Canada Pension Plan Investment Board (CPP Investments). CPP Investments plans to sell its non-controlling 31.57 percent equity interest in Puget Holdings to two investors: Ontario Teachers’ Pension Plan Board and Macquarie Washington Clean Energy Investment L.P. (collectively with its affiliates, Macquarie Fund).

Document Type	Date	Description
Certificate	01/09/2024	Annual Officer Certificate for Commitment 29, on behalf of Puget Sound Energy, from Birud D. Jhaveri. (via web portal) U-210542-PSE-CLtr-(01-09-2024).pdf 891 KB U-210542-PSE-Officer-Cert-(01-09-2024).pdf 51 KB
Compliance	03/27/2023	Annual Commitment 38 Debt Report on behalf of Puget Sound Energy, from John Piliaris. (via web portal) 210542-PSE-Debt Report-3-27-2023.pdf 111 KB 210542-PSE-Cover-Letter-3-27-2023.pdf 868 KB
Document	01/30/2023	Annual Officer Certificate for Commitment 29, on behalf of Puget Sound Energy, from Jon Piliaris. (via web portal) 210542-PSE-Officer-Cert-1-30-23.pdf 183 KB 210542-PSE-CLtr-1-30-23.pdf 189 KB
Notice	01/24/2023	Notice of Substitution of Counsel, on behalf of The Energy Project, from Yochanan Zakai.(via web portal) 210542-TEP-COS-1-24-23.pdf 121 KB 210542-TEP-CLtr-1-24-23.pdf 133 KB 210542-TEP-Not-Substitution-Counsel-1-24-23.pdf 121 KB
Letter - Compliance Acknowledgment	09/21/2022	Compliance Acknowledgment Letter re Commitment 36 U-210542 - Proof of Service.pdf 79 KB U-210542 - Compliance Acknowledgement Letter re Commitment 36- PSE.pdf 209 KB
Letter - Staff Compliance Response	06/30/2022	Staff's compliance letter acknowledging review of Commitment 36. U-210542 Staff Compliance Review Letter-Service Date 6.30.22.pdf 227 KB
Letter	05/09/2022	Non-Consolidation Opinion, on behalf of, Puget Sound Energy, from Sheree Carson. (via web portal) 210542-COS-5-9-22.pdf 97 KB 210542-Jt-App-Cltr-5-9-22.pdf 256 KB 210542-Non-Consolid-Op-5-9-22.PDF 823 KB
Compliance	03/28/2022	Fourth annual report on debt, on behalf of Puget Sound Energy, from Jon Piliaris. (via web portal) 210542-PSE-Debt-Report-(03-28-2022).pdf 16 KB 210542-PSE-CLtr-(03-28-2022).pdf 79 KB
Letter - Compliance Acknowledgment	03/01/2022	Compliance Acknowledgment Letter re Commitments 64 and 65. U-210542 - Compliance Acknowledgement Letter re Commitments 64 and 65 - PSE.pdf 151 KB 210542-POS.pdf 29 KB
Letter - Staff Compliance Response	02/14/2022	Staff's compliance letter acknowledging review of Commitments 64 and 65. U-210542 Staff Compliance Review Letter-Service Date 2.14.2022.pdf 127 KB
Letter	02/10/2022	Declaration of Steven R. Secrist, on behalf of Puget Sound Energy, Ontario Teachers’ Pension Plan Board and Macquarie Washington Clean Energy Investment, L.P., from Sheree Strom Carson. (via web portal) 210542-PSE -Decl Secrist-2-10-22.PDF 325 KB 210542-PSE-COS-2-10-22.pdf 98 KB 210542-PSE-CLtr-2-10-22.pdf 219 KB
Order - Open Meeting Final	01/27/2022	Order 01 Authorizing Proposed Transactions with Agreed Commitments. U-210542 POS.pdf 94 KB U-210542 - Order 01.pdf 175 KB U-210542 Corrected Final Commitments and All Exhibits.pdf 2 MB
Open Meeting Memo	01/27/2022	Open Meeting Memo for the January 27, 2022, Open Meeting. U-210542 Attachment A to Staff's Memo 01 Redline Commitments.pdf 812 KB U-210542 Memo 01.pdf 260 KB
Document	01/25/2022	Corrected Final Stipulated Commitments, on behalf of Puget Sound Energy, Ontario Teachers’ Pension Plan Board and Macquarie Washington Clean Energy Investment, L.P., from Sheree Carson. (via web portal) 210542-JA-CLtr-1-25-22.pdf 238 KB 210542-JA-COS-1-25-22.pdf 98 KB 210542-JA-Commitments-1-25-22.pdf 160 KB
Document	01/24/2022	Final Stipulated Commitments, on behalf of The Energy Project, from Simon ffitch. (via web portal) 210542_TEPCLtr_1-24-22.pdf 198 KB
Document	01/20/2022	Redacted Final Stipulated Commitments, on behalf of Puget Sound Energy, Ontario Teachers' Pension Plan Board and Macquarie Washington Clean Energy Investment, L.P., from Sheree Strom Carson. (via web portal) 210542-JA-Commitments-1-20-22.pdf 209 KB 210542-JA-Commitments and Exh A-E-1-20-21 (R).pdf 2 MB 210542-JA-CLtr-1-20-22.pdf 289 KB 210542-JA-COS-1-20-22.pdf 98 KB
Document	01/10/2022	Redacted Revised Stipulated Commitments, on behalf of Puget Sound Energy, Ontario Teachers' Pension Plan Board and Macquarie Washington Clean Energy Investment, L.P., from Sheree Strom Carson. (via web portal) 210542-JA-Revised Commitments 1-7-22(R).pdf 2 MB 210542-JA-COS-1-7-22.pdf 98 KB 210542-JA-CLtr-1-7-22.pdf 678 KB
Comment	01/07/2022	Redacted Comments, on behalf of Public Counsel, from Lisa Gafken. (via web portal) 210542 PC Comments - Att 3 JRW-4 and JA Resp to PC 3 01-07-2022 (R).pdf 2 MB 210542 PC Comments - Att 8 JA Resp to PC DR 6 01-07-2022 (R).pdf 863 KB 210542 PC Comments - Att 11 JA Resp to PC DR 2 01-07-2022 (R).pdf 867 KB 210542 PC Comments - Att 17C(R) Conf Macquarie and Ontario Commitment Ltrs (R).pdf 2 MB 210542 PC Comments - Att 10 JA Resp to PC DR 12 01-07-2022 (R).pdf 863 KB 210542 PC Comments - Att 13 JA Resp to PC DR 20 01-07-2022 (R).pdf 866 KB 210542 PC Comments - Att 15 Macquarie Code of Conduct 01-07-2022 (R).pdf 5 MB 210542 PC Comments - Att 5 JA Resp to PC DR 5 01-07-2022 (R).pdf 870 KB 210542 PC Comments - Att 1 JRW Background 01-07-2022 (R).pdf 1 MB 210542 PC Comments - Att 6 JA Resp to PC DR 15 01-07-2022 (R).pdf 888 KB 210542 PC Comments Ltr COS 01-07-2022.pdf 434 KB 210542 PC Comments - Att 7 JA Resp to PC DR 16 01-07-2022 (R).pdf 865 KB 210542 PC Comments - Att 14 JA Resp to PC DR 21 01-07-2022 (R).pdf 866 KB 210542 PC Comments - Att 16 OTPP SIPP 01-07-2022 (R).pdf 1 MB 210542 PC Comments - Att 4 JA Supp Resp to PC DR 4 01-07-2022 (R).pdf 874 KB 210542 PC Comments - Att 12C(R) JA Resp to PC DR 19C 01-07-2022 (R).pdf 2 MB 210542 PC Comments - Att 9 JA Resp to PC DR 7 01-07-2022 (R).pdf 883 KB 210542 PC Comments_response to JA Petition_01-07-2022 (R).pdf 393 KB
Comment	01/07/2022	Redacted Comments, on behalf of The Energy Project, from Simon ffitch. (via web portal) 210542-TEP-CLtr-1-7-22.pdf 184 KB 210542-TEP-CMTS-(R)-1-7-22.pdf 229 KB
Comment	01/07/2022	Comments, on behalf of Puget Sound Energy, Ontario Teachers' Pension Plan Board and Macquarie Washington Clean Energy Investment, L.P., from Sheree Strom Carson. (via web portal) 210542-JA-Cmt Ltr-1-7-22.PDF 146 KB 210542-JA-CLtr-1-7-22.pdf 221 KB 210542-JA-COS-1-7-22.pdf 98 KB
Comment	01/07/2022	Staff Comments. 210542-Staff-Comments-1-7-22.pdf 325 KB 210542-Attachment A to Staff Comments-Energy Project DR Resp 5 Docket U-180680.pdf 761 KB
Comment	01/07/2022	Comments, on behalf of the Alliance of Western Energy Consumers, from Anna Congdon. (via web portal) 210542-AWEC-Cmts-1-7-22.pdf 157 KB 210542-AWEC-Cmts-CLtr-COS-1-7-22.pdf 275 KB
Application	12/10/2021	Redacted Joint Application Regarding Sale of a Material, on behalf of Joint Applicants, from Rick Rasmussen. (via web portal) 210542-JA-COS-12-10-21.pdf 100 KB 210542-JA-Ltr-12-10-21(R).pdf 1 MB
Notice	12/08/2021	Second Updated Notice to Customers, on behalf of Puget Sound Energy, from Jon Piliaris. (via web portal) 210542-PSE-CLtr-(12-08-2021).pdf 219 KB 210542-PSE-Attach-A-(12-08-2021).pdf 288 KB
Notice - Opportunity to file Written Comment	12/03/2021	Second Amended Notice of Item to be Heard at the Commission's Regularly Scheduled Open Meeting (Now Set for Thursday, January 27, 2022, at 9:30 a.m.) and Notice of Opportunity to File Written Comments (Now Due by 5 p.m. on Friday, January 7, 2022) U-210542 POS.pdf 95 KB U-210542 - Second Amended Notice of Item to be Heard at Open Meeting and Notice of Opportunity to Comment.pdf 258 KB
Notice	11/23/2021	Updated Notice to Customers, on behalf of Puget Sound Energy, from Jon Piliaris. (via web portal) 210542-PSE-Attach-A-11-23-21.pdf 288 KB 210542-PSE-CLtr-11-23-21.pdf 216 KB
Notice - Open Meeting	11/22/2021	Amended Notice of Item to be Heard at the Commission's Regularly Scheduled Open Meeting (Now set for Thursday, December 23, 2021, at 9:30 a.m.) and Notice of Opportunity to File Written Comments (Now due by 5 p.m. on Monday, December 6, 2021) U-210542 - Amended Notice of Item to be Heard at Open Meeting and Notice of Opportunity to Comment.pdf 254 KB 210542-POS.pdf 79 KB
Notice	11/09/2021	Customer Notice, on behalf of Puget Sound Energy, from Jon Piliaris. (via web portal) U-210542-PSE-CLtr-(11-08-2021).pdf 124 KB U-210542-PSE-Attachment-A-(11-08-2021).pdf 291 KB
Notice - Open Meeting	10/07/2021	Notice of Item to be Heard at the Commission's Regularly Scheduled Open Meeting (Set for Thursday, December 9, 2021, at 9:30 a.m.) and Notice of Opportunity to File Written Comments (By 5 p.m. on Monday, November 22, 2021). U-210542 - Notice of Item to be Heard at Open Meeting and Notice of Opportunity to Comment.pdf 253 KB U-210542 POS.pdf 95 KB
Notice - Appearance	09/17/2021	Notice of Appearance of Lisa Gafken, Nina Suetake and Ann Paisner, on behalf of Public Counsel, from Lisa Gafken. (via web portal) 210542-PC-CLtr-9-17-21.pdf 205 KB 210542-PC-COS-9-17-21.pdf 227 KB 210542-PC-NOA-9-17-21.pdf 162 KB
Petition	08/16/2021	Petition to Intervene, on behalf of The Alliance of Western Energy Consumers, from Jesse Gorsuch. (via web portal) 210542-AWEC-Pet-Int-8-16-21.pdf 34 KB 210542-AWEC-Pet-Int-Ltr-COS-8-16-21.pdf 71 KB
Testimony	08/13/2021	Testimony of Christopher Parker, on behalf of Ontario Teachers' Pension Plan Board, from Sheree Strom Carson. (via web portal) 210542-Jt-Apps-Parker-Exh-CP-4-8-13-21.pdf 4 MB 210542-Jt-Apps-Parker-Exh-CP-3-8-13-21.pdf 2 MB 210542-Jt-Apps-Parker-Exh-CP-2-8-13-21.pdf 85 KB 210542-Jt-Apps-Parker-Exh-CP-1T-8-13-21.pdf 200 KB 210542-Jt-Apps-CLtr-8-13-21.pdf 189 KB
Testimony	08/13/2021	Testimony of Aaron Rubin, on behalf of Macquarie Washington Clean Energy Investment, L.P., from Sheree Strom Carson. (via web portal) 210542-Jt-Apps-Rubin-Exh-AR-5-8-13-21.pdf 925 KB 210542-Jt-Apps-Rubin-Exh-AR-3-8-13-21.pdf 2 MB 210542-Jt-Apps-Rubin-Exh-AR-4-8-13-21.pdf 945 KB 210542-Jt-Apps-Rubin-Exh-AR-1T-8-13-21.pdf 199 KB 210542-Jt-Apps-CLtr-8-13-21.pdf 189 KB 210542-Jt-Apps-Rubin-Exh-AR-2-8-13-21.pdf 86 KB
Testimony	08/13/2021	Testimony of Mary Kipp and Adrian Rodriquez, on behalf of Puget Sound Energy, from Sheree Strom Carson. (via web portal) 210542-Jt-Apps-Kipp-Exh-MEK-1T-8-13-21.pdf 175 KB 210542-Jt-Apps-CLtr-8-13-21.pdf 189 KB 210542-Jt-Apps-Rodriguez-Exh-AJR-3-8-13-21.pdf 878 KB 210542-Jt-Apps-Rodriguez-Exh-AJR-2-8-13-21.pdf 85 KB 210542-Jt-Apps-Rodriguez-Exh-AJR-1T-8-13-21.pdf 204 KB 210542-Jt-Apps-Kipp-Exh-MEK-2-8-13-21.pdf 85 KB 210542-Jt-Apps-Rodriguez-Exh-AJR-4-8-13-21.pdf 1 MB
Application	08/13/2021	Joint Application, on behalf of Puget Sound Energy, Ontario Teachers' Pension Plan Board and Macquarie Washington Clean Energy Investment L.P., from Sheree Strom Carson. (via web portal) 210542-Jt-Apps-CLtr-8-13-21.pdf 189 KB 210542-Jt-Apps-Jt-Appl-Apdx-1-8-13-21.pdf 879 KB 210542-Jt-Apps-Jt-Appl-8-13-21.pdf 651 KB 210542-Jt-Apps-Jt-Appl-Apdx-2-8-13-21.pdf 1 MB 210542-Jt-Apps-COS-8-13-21.pdf 99 KB
MAIN SERVICE LIST	09/17/2021	Main Service List 210542 Main Service List.pdf 77 KB
Initial Filing	07/08/2021	Notice of Transfer of Property, on behalf of Puget Sound Energy, from Jon Piliaris. (via web portal) 210542-PSE-Notice of Sale-7-8-21.pdf 111 KB