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<chapter num="03" heading="CCA Pre-Enrollment Information" title_num="20" subtitle_num="63">
  <regulation prefix="Regulation" num=".01" heading="CCA Customer Consent — Pre-Enrollment.">
    <paragraph num="A.">
      <text>A CCA is deemed to have obtained a customer’s consent required by COMAR 20.53.03.01A(2) to request the customer’s pre-enrollment information from the electric company after the Commission has approved the CCA’s Aggregation Plan.</text>
    </paragraph>
    <paragraph num="B.">
      <text>A CCA is not required to notify a customer of its intention to obtain customer information from an electric company if the customer’s consent is deemed to have been obtained according to §A of this regulation.</text>
    </paragraph>
  </regulation>
  <regulation prefix="Regulation" num=".02" heading="Pre-Enrollment Information Format.">
    <paragraph num="A.">
      <text>An electric company shall provide to the CCA customer account pre-enrollment information on a per-account basis using electronic transactions per COMAR 20.53.03.02 after the Commission has approved the CCA’s Aggregation Plan.</text>
    </paragraph>
    <paragraph num="B.">
      <text>A CCA may not make the request described in §A of this regulation unless the CCA is in possession of a customer’s account number or equivalent retail choice identification number.</text>
    </paragraph>
  </regulation>
  <regulation prefix="Regulation" num=".03" heading="CCA Formation Notice Information.">
    <paragraph num="A.">
      <text>An electric company shall provide to a county in the process of forming a CCA, upon written request, information regarding each residential and small commercial customer in the county from the applicable electric company.</text>
    </paragraph>
    <paragraph num="B.">
      <text>An electric company shall respond to the request in §A of this regulation within 10 business days.</text>
    </paragraph>
    <paragraph num="C.">
      <text>The electric company shall provide the following information:</text>
      <paragraph num="(1)">
        <text>Aggregate usage information for each applicable service class, which the CCA may request quarterly; and</text>
      </paragraph>
      <paragraph num="(2)">
        <text>A list of each residential and small commercial electric customer accounts in the county, including the following information for each account:</text>
        <paragraph num="(a)">
          <text>Account name;</text>
        </paragraph>
        <paragraph num="(b)">
          <text>Service address;</text>
        </paragraph>
        <paragraph num="(c)">
          <text>Billing address; and</text>
        </paragraph>
        <paragraph num="(d)">
          <text>Utility rate class or code.</text>
        </paragraph>
      </paragraph>
    </paragraph>
    <paragraph num="D.">
      <text>The electric company shall include, in the information provided, each residential electric customer account and each small commercial electric customer account at the time of the request.</text>
    </paragraph>
    <paragraph num="E.">
      <text>An electric company shall exclude from the list, provided in §§C and D of this regulation, customer account numbers or retail choice identification numbers.</text>
    </paragraph>
    <paragraph num="F.">
      <text>A county may not request the information in §C(2) of this regulation prior to the effective date of the regulation.</text>
    </paragraph>
    <paragraph num="G.">
      <text>An electric company shall provide a separate list, as described in §C of this regulation, for residential and small commercial customers.</text>
    </paragraph>
  </regulation>
  <regulation prefix="Regulation" num=".04" heading="Information Required for the CCA Opt-Out Notice.">
    <paragraph num="A.">
      <text>An electric company shall provide to a CCA, upon written request, customer account information regarding each customer in the requesting county after the Commission has approved the CCA’s Aggregation Plan.</text>
    </paragraph>
    <paragraph num="B.">
      <text>An electric company shall respond to the request in §A of this regulation within 30 calendar days.</text>
    </paragraph>
    <paragraph num="C.">
      <text>The electric company shall provide the following information for each account:</text>
      <paragraph num="(1)">
        <text>Account name;</text>
      </paragraph>
      <paragraph num="(2)">
        <text>Service address;</text>
      </paragraph>
      <paragraph num="(3)">
        <text>Utility rate class or code;</text>
      </paragraph>
      <paragraph num="(4)">
        <text>Billing address;</text>
      </paragraph>
      <paragraph num="(5)">
        <text>Retail choice status; and</text>
      </paragraph>
      <paragraph num="(6)">
        <text>Electric company recorded SOS request or CCA opt-out status.</text>
      </paragraph>
    </paragraph>
    <paragraph num="D.">
      <text>The utility shall include,  in the information provided,  each residential electric customer account and each small commercial electric customer account at the time of the request.</text>
    </paragraph>
    <paragraph num="E.">
      <text>An electric company shall provide a separate list, as described in §C of this regulation, for residential and small commercial customers.</text>
    </paragraph>
  </regulation>
  <regulation prefix="Regulation" num=".05" heading="Recording Customer Information Decisions.">
    <paragraph num="A.">
      <text>A CCA shall retain records of customer affirmative requests for CCA service, including:</text>
      <paragraph num="(1)">
        <text>CCA service requested; and</text>
      </paragraph>
      <paragraph num="(2)">
        <text>The time and date of the request.</text>
      </paragraph>
    </paragraph>
    <paragraph num="B.">
      <text>A CCA and a county in the process of forming a CCA shall retain records of the time and date of customer requests to opt-out of CCA service.</text>
    </paragraph>
    <paragraph num="C.">
      <text>An electric company shall retain records of the time and date of customer requests to opt-out of CCA service or request SOS service.</text>
    </paragraph>
    <paragraph num="D.">
      <text>The CCA and electric companies shall retain records in §§A—C of this regulation for at least 3 years after the termination date of the CCA.</text>
    </paragraph>
    <paragraph num="E.">
      <text>The electric company shall provide to the CCA, no more frequently than once per business day, the information in §C of this regulation upon written request from the CCA.</text>
    </paragraph>
  </regulation>
  <annotations>
    <annotation type="Authority">Public Utilities Article, §§1–101(b), (f), and (k), 7–306(f)(5) and (h), 7–306.2(d)(3), 7–507(a), 7–510(f) and 7–510.3, Annotated Code of Maryland</annotation>
    <annotation type="History" subtype="Administrative History">Effective date: February 5, 2024 (51:2 Md. R. 76)</annotation>
  </annotations>
</chapter>