Case Style   JOINT APPLICATION OF SW MERGER ACQUISITION CORP., CORIX INFRASTRUCTURE (US) INC., TEXAS WATER UTILITIES, LP, CORIX UTILITIES (TEXAS) INC., SWWC UTILITIES, INC., AND MIDWAY WATER UTILITIES, INC. FOR APPROVAL OF MERGER TRANSACTION UNDER TEXAS WATER CODE § 13.302

104 filing(s).

Item	File Stamp	Party	Item Type	Filing Description
1	11/4/2022	MONARCH UTILITIES I L.P.	LTRS	REQUEST FOR A DOCKET NUMBER
2	11/9/2022	Monarch Utilities I L.P.	CONF	Exhibit A and Appendix I of Transaction Agreement
3	11/9/2022	MONARCH UTILITIES I L.P.	PL	Joint Application for Approval of Merger Transaction
4	11/14/2022	PUC OPDM	PL	ORDER NO. 1 - REQUIRING COMMISSION STAFF’S RECOMMENDATION AND ENTERING PROTECTIVE ORDER
5	11/22/2022	PUC LEGAL	PL	COMMISSION STAFF’S RESPONSE TO ORDER NO. 1 AND REQUEST TO RESTYLE THE DOCKET
6	11/28/2022	JOINT APPLICANTS	PL	Joint Applicants' Proof of Notice
7	11/30/2022	PUC OPDM	PL	ORDER NO. 2 - FINDING NOTICE SUFFICIENT, ENTERING PROCEDURAL SCHEDULE, AND RESTYLING DOCKET
8	12/2/2022	OPUC	PL	OPUC'S MOTION TO INTERVENE
9	12/9/2022	OPUC	PL	OFFICE OF PUBLIC UTILITY COUNSEL'S INITIAL COMMENTS
10	12/9/2022	OPUC	PL	OFFICE OF PUBLIC UTILITY COUNSEL'S PROTECTIVE ORDER CERTIFICATIONS
11	12/13/2022	PUC OPDM	PL	ORDER NO. 3 - GRANTING INTERVENTION
12	12/20/2022	PUC LEGAL	PL	COMMISSION STAFF’S RESPONSE TO ORDER NO. 2
13	12/20/2022	PUC LEGAL	PL	COMMISSION STAFF’S FIRST REQUEST FOR INFORMATION TO SW MERGER ACQUISITION CORP., CORIX INFRASTRUCTURE (US) INC., TEXAS WATER UTILITIES, LP, CORIX UTILITIES (TEXAS) INC., SWWC UTILITIES, INC., AND MIDWAY WATER UTILITIES, INC. QUESTION NOS. STAFF 1-1 - 1-3
14	12/27/2022	JOINT APPLICANTS	PL	Joint Applicants' Clarification Addressing the Date the Proposed Transaction Will Occur
15	1/3/2023	JOINT APPLICANTS	PL	Notice of Agreement to Abate Discovery Deadline
16	1/5/2023	PUC LEGAL	PL	COMMISSION STAFF’S REVISED RESPONSE TO ORDER NO. 2
17	1/6/2023	JOINT APPLICANTS	PL	Joint Applicants' Response to OPUC's Initial Comments and Commission Staff's Recommendation in Response to Order No. 2
18	1/6/2023	PUC OPDM	PL	ORDER NO. 4 - SETTING DEADLINE
19	1/11/2023	PUC LEGAL	PL	MOTION FOR CERTIFICATION OF THRESHOLD ISSUES AND ABATEMENT OF PROCEDURAL SCHEDULE
20	1/19/2023	OPUC	PL	OPUC'S PROTECTIVE ORDER CERTIFICATION
21	3/20/2023	PUC OPDM	PL	ORDER NO. 5 - CERTIFYING ISSUES TO THE COMMISSION AND ABATING THE PROCEEDING
22	4/3/2023	JOINT APPLICANTS	BR	Joint Applicants' Brief on Certified Threshold Issues
23	4/3/2023	PUC LEGAL	PL	COMMISSION STAFF’S BRIEF ON CERTIFIED ISSUES
24	4/3/2023	OPUC	PL	OPUC's INITIAL BRIEF ON CERTIFIED ISSUES
25	4/25/2023	JOINT APPLICANTS	LTRS	Letter to the Commissioners
26	5/11/2023	PUC OPDM	PL	ORDER ON CERTIFIED ISSUES
27	5/11/2023	PUC OPDM	PL	OUTGOING COMMISSION-SIGNED ORDER MAIL LOG
28	5/15/2023	JOINT APPLICANTS	PL	Joint Applicants' Motion to Lift Abatement, Find the Application Administratively Complete, and Adopt Procedural Schedule
29	5/19/2023	PUC OPDM	PL	ORDER NO. 6 - LIFTING ABATEMENT, REVISING STYLE OF CASE, FINDING APPLICATION ADMINISTRATIVELY COMPLETE, AND ENTERING PROCEDURAL SCHEDULE
30	5/19/2023	PUC LEGAL	PL	COMMISSION STAFF’S PROPOSED PROCEDURAL SCHEDULE
31	5/23/2023	PUC OPDM	PL	ORDER NO. 7 - DECLINING TO ADOPT PROPOSED PROCEDURAL SCHEDULE
32	5/23/2023	PUC LEGAL	PL	COMMISSION STAFF’S SECOND REQUEST FOR INFORMATION TO JOINT APPLICANTS QUESTION NOS. STAFF 2-1 THROUGH 2-17
33	5/30/2023	OPUC	PL	OPUC'S PROTECTIVE ORDER CERTIFICATIONS
34	6/1/2023	OPUC	PL	OPUC'S NOTICE OF CHANGE OF COUNSEL
35	6/1/2023	JOINT APPLICANTS	RFI	Joint Applicants' Response to Commission Staff's First Request for Information
36	6/1/2023	JOINT APPLICANTS	CONF	Joint Applicants' Response to Commission Staff's First Request for Information - Confidential Attachment Staff 1-3
37	6/2/2023	OPUC	PL	OPUC'S REQUEST FOR HEARING
38	6/2/2023	PUC LEGAL	PL	COMMISSION STAFF’S REQUEST FOR EXTENSION
39	6/5/2023	PUC OPDM	PL	ORDER NO. 8 - GRANTING EXTENSION REQUEST
40	6/6/2023	PUC OPDM	PL	ORDER REQUESTING LISTS OF ISSUES
41	6/12/2023	Joint Applicants	RFI	Joint Applicants' Response to Commission Staff's Second Request for Information
42	6/12/2023	Joint Applicants	CONF	Joint Applicants' Response to Commission Staff's Second Request for Information - CONFIDENTIAL Attachments Staff 2-1 and 2-6
43	6/12/2023	Joint Applicants	CONF	Joint Applicants' Response to Commission Staff's Second Request for Information - CONFIDENTIAL (SWWC Parties Only) Attachment Staff 2-1
44	6/12/2023	JOINT APPLICANTS	CONF	Joint Applicants' Response to Commission Staff's Second Request for Information – CONFIDENTIAL/HIGHLY SENSITIVE (Corix Parties Only) Attachment Staff 2-1
45	6/13/2023	CORIX UTILITIES (TEXAS) INC.	PL	54316 Corix Statement of Confidentiality (Staff 2nd RFI)
46	6/14/2023	PUC LEGAL	PL	COMMISSION STAFF’S THIRD REQUEST FOR INFORMATION TO JOINT APPLICANTS QUESTION NOS. STAFF 3-1 THROUGH 3-4
47	6/14/2023	PUC LEGAL	PL	COMMISSION STAFF’S PROPOSED LIST OF ISSUES
48	6/14/2023	JOINT APPLICANTS	PL	Joint Applicants' List of Issues
49	6/15/2023	JOINT APPLICANTS	RFI	Joint Applicants' Supplemental Response to Commission Staff's Second Request for Information
50	6/15/2023	JOINT APPLICANTS	CONF	Joint Applicants' Supplemental Response to Commission Staff's Second Request for Information - Supplemental Attachment Staff 2-17
51	6/20/2023	PUC OPDM	PL	DRAFT PRELIMINARY ORDER WITH MEMORANDUM
52	6/26/2023	JOINT APPLICANTS	MISC	Joint Applicants' Objection to Commission Staff's Third Request for Information Question No. Staff 3-4
53	6/28/2023	PUC OPDM	PL	ORDER OF REFERRAL
54	6/29/2023	PUC OPDM	PRJ	PRELIMINARY ORDER
55	6/29/2023	PUC OPDM	PRJ	OUTGOING COMMISSION-SGNED ORDER MAIL LOG
56	6/30/2023	PUC LEGAL	PL	COMMISSION STAFF’S RESPONSE TO ORDER NO. 8
57	7/5/2023	JOINT APPLICANTS	RFI	Joint Applicants' Response to Commission Staff's Third Request for Information
58	7/5/2023	JOINT APPLICANTS	CONF	Joint Applicants' Response to Commission Staff's Third Request for Information - Attachments Staff 3-1 and 3-4
59	7/7/2023	JOINT APPLICANTS	RFI	Joint Applicants' Amended Response to Commission Staff's First Request for Information, RFI No. Staff 1-3
60	7/7/2023	JOINT APPLICANTS	CONF	Confidential Amended Attachment Staff 1-3
61	7/13/2023	SOAH	PL	SOAH ORDER NO. 1 - FILING DESCRIPTION, JURISDICTION; AND SETTING PREHEARING CONFERENCE
62	7/19/2023	OPUC	PL	OPUC'S PROTECTIVE ORDER CERTIFICATIONS
63	7/21/2023	Joint Applicants	PL	Joint Applicants' Status Report on Proposed Procedural Schedule
64	7/24/2023	OPUC	PL	OPUC'S PROTECTIVE ORDER CERTIFICATIONS
65	7/24/2023	JOINT APPLICANTS	PL	Agreed Proposed Procedural Schedule
66	7/26/2023	OPUC	RFI	OPUC'S FIRST REQUEST FOR INFORMATION TO THE JOINT APPLICANTS
67	7/31/2023	PUC LEGAL	PL	COMMISSION STAFF’S FOURTH REQUEST FOR INFORMATION TO JOINT APPLICANTS QUESTION NOS. STAFF 4-1 THROUGH 4-6
68	8/3/2023	SOAH	PL	SOAH ORDER NO. 2 - ADOPTING AGREED PROCEDURAL SCHEDULE AND SETTING HEARING
69	8/10/2023	Joint Applicants	RFI	Joint Applicants' Objection to Commission Staff's Fourth Request for Information, Question No. Staff 4-5
70	8/15/2023	JOINT APPLICANTS	RFI	Joint Applicants' Response to Office of Public Utility Counsel's First Request for Information
71	8/21/2023	JOINT APPLICANTS	RFI	Joint Applicants' Response to Commission Staff's Fourth Request for Information
72	8/21/2023	JOINT APPLICANTS	CONF	CONFIDENTIAL Attachments Staff 4-1
73	8/21/2023	JOINT APPLICANTS	CONF	CONFIDENTIAL Attachments Staff 4-5b, Staff 4-5d, Staff 4-5f, and Staff 4-5i
74	8/25/2023	PUC LEGAL	TEST	DIRECT TESTIMONY OF EMILY SEARS, RATE REGULATION DIVISION, PUBLIC UTILITY COMMISSION OF TEXAS, AUGUST 25, 2023
75	8/25/2023	PUC LEGAL	TEST	DIRECT TESTIMONY OF JENNIFER MAYFIELD, RATE REGULATION DIVISION, PUBLIC UTILITY COMMISSION OF TEXAS, AUGUST 25, 2023
76	8/25/2023	PUC LEGAL	TEST	DIRECT TESTIMONY OF FRED BEDNARSKI III, RATE REGULATION DIVISION, PUBLIC UTILITY COMMISSION OF TEXAS, AUGUST 25, 2023
77	8/25/2023	PUC LEGAL	CONF	54316 Confidential Direct Testimony of Jennifer Mayfield
78	8/25/2023	PUC LEGAL	CONF	54316 Confidential Attachment FB-3 to the Direct Testimony of Fred Bednarski III
79	8/31/2023	JOINT APPLICANTS	PL	Joint Applicants' First Request for Information to Commission Staff
80	9/7/2023	PUC LEGAL	PL	COMMISSION STAFF’S RESPONSE TO JOINT APPLICANTS’ FIRST REQUEST FOR INFORMATION QUESTION NOS. APPLICANTS 1-1 THROUGH APPLICANTS 1-13
81	9/14/2023	JOINT APPLICANTS	TEST	Rebuttal Testimony of Mujeeb Hafeez on behalf of SW Merger Acquisition Corp., Texas Water Utilities, L.P., SWWC Utilities, Inc., and Midway Water Utilities, Inc.
82	9/14/2023	JOINT APPLICANTS	TEST	Rebuttal Testimony of Steven M. Lubertozzi on behalf of Corix Infrastructure Inc.
83	9/14/2023	JOINT APPLICANTS	TEST	Rebuttal Testimony of Jeffrey L. McIntyre on behalf of Texas Water Utilities, L.P., SWWC Utilities, Inc., and Midway Water Utilities, Inc.
84	9/14/2023	JOINT APPLICANTS	TEST	Rebuttal Testimony of Brian D. Bahr on behalf of SW Merger Acquisition Corp., Texas Water Utilities, L.P., SWWC Utilities, Inc., and Midway Water Utilities, Inc.
85	9/28/2023	OPUC	PL	VOID: See item 91 for reference
86	9/28/2023	OPUC	PL	VOID: See item 91 for reference
87	9/28/2023	OPUC	CONF	VOID: See item 91 for reference
88	9/28/2023	OPUC	PL	VOID: See item 91 for reference
89	9/28/2023	JOINT APPLICANTS	PL	Joint Applicants' Motion to Cancel Hearing
90	9/29/2023	PUC LEGAL	PL	PROTECTIVE ORDER CERTIFICATIONS
91	9/29/2023	OPUC	PL	OPUC'S NOTICE AND REQUEST TO REMOVE ITEMS IN DOCKET NO. 54316
92	10/3/2023	SOAH	PL	SOAH ORDER NO. 3 - CANCELING HEARING ON THE MERITS
93	10/13/2023	JOINT APPLICANTS	LTRS	Joint Status Report
94	10/20/2023	JOINT APPLICANTS	MISC	Joint Status Report
95	10/24/2023	JOINT APPLICANTS	PL	Notice of Stipulation and Joint Motion to Admit Evidence and Remand Proceeding
96	10/24/2023	JOINT APPLICANTS	PL	Unanimous Stipulation and Settlement Agreement
97	10/26/2023	SOAH	PL	SOAH ORDER NO. 4 - GRANTING MOTION TO ADMIT EVIDENCE, REMANDING TO THE PUBLIC UTILITY COMMISSION OF TEXAS, AND DISMISSING CASE FROM SOAH
98	12/19/2023	JOINT APPLICANTS	LTRS	Letter to Office of Policy and Docket Management
99	12/22/2023	PUC OPDM	PL	PROPOSED ORDER WITH MEMORANDUM
100	1/8/2024	JOINT APPLICANTS	LTRS	Letter Regarding Exceptions and Corrections to the Proposed Order
101	1/9/2024	PUC OPDM	PL	PROPOSED ORDER MEMORANDUM
102	1/17/2024	PUC OPDM	PL	COMMISSIONER MEMORANDUM
103	1/18/2024	PUC OPDM	PL	ORDER
104	1/18/2024	PUC OPDM	PL	OUTGOING COMMISSION-SIGNED ORDER MAIL LOG
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