Current through Register Vol. 48, No. 38, September 20, 2024
When, subsequent to the date of filing initial rates or tariffs in a
rate proceeding, a utility files testimony or exhibits with a revised revenue
requirement or a revenue increase different from the revenue increase previously
presented on Schedule A-2, the utility shall provide the schedules and work papers
supporting the revised revenue requirement at the time of filing the testimony in
accordance with the requirements of 83 Ill. Adm. Code 285.
a) The schedules shall be identified in the upper
right hand corner with the appropriate schedule reference, the revision date, and
the docket number. The following schedules, if affected by the change in the
proposed revenue requirement, are required:
1) An
overall financial summary as defined by 83 Ill. Adm. Code
285.1005
to be identified as Revised Schedule A-2;
2) A jurisdictional rate base summary as defined
by 83 Ill. Adm. Code
285.2005
to be identified as Revised Schedule B-1, except that the presentation of rate base
components shall include:
A) Prior balance
sponsored by the utility;
B) Adjustment;
and
C) Adjusted requested
balance;
3) A summary of rate
base adjustments as defined by 83 Ill. Adm. Code
285.2010
to be identified as Revised Schedule B-2 that reflects the individual adjustments to
rate base included within the aggregated total adjustment amount reflected on
Revised Schedule B-1;
4) A schedule of
each rate base adjustment providing support for the adjustment as defined by 83 Ill.
Adm. Code
285.2015
to be identified as Revised Schedule B-2.1, B-2.2, etc.;
5) A jurisdictional operating income summary as
defined by 83 Ill. Adm. Code
285.3005
to be identified as Revised Schedule C-1, except that the presentation of the
components of operating income shall include:
A)
Prior pro forma balance at present rates;
B) Total of adjustments;
C) Revised pro forma balance at present
rates;
D) Requested rate increase;
and
E) Pro forma balance at proposed
rates;
6) A summary of the
adjustments to operating income as defined by 83 Ill. Adm. Code
285.3010
to be identified as Revised Schedule C-2 that reflects the individual adjustments to
operating income within the aggregated total adjustment amount reflected on the
jurisdictional operating income summary;
7) A schedule of each adjustment to operating
income providing support for the adjustment as defined by 83 Ill. Adm. Code
285.3015
to be identified as Revised Schedule C-2.1, C-2.2, etc.; and
8) All schedules as defined by 83 Ill. Adm. Code
285.Subpart G affected by that revision.
b) Work papers are required for, but not limited
to, the work papers prescribed by the schedules submitted in support of the revised
tariffs or revised revenue requirement. In addition, all work papers shall:
1) Be keyed to the appropriate text or testimony
exhibit;
2) Contain the name of the
person responsible for the work paper and the date prepared;
3) Be cross-referenced wherever possible to
minimize duplication of data; and
4)
Include assumptions, schedule amounts, narrative or other support so that the
reasonableness of the work paper can be reviewed.
