New Mexico Administrative Code
Title 17 - PUBLIC UTILITIES AND UTILITY SERVICES
Chapter 10 - GAS SERVICES
Part 630 - FILING REQUIREMENTS IN SUPPORT OF RATE SCHEDULES FOR INVESTOR-OWNED NATURAL GAS UTILITIES
Section 17.10.630.12 - APPENDIX A: MINIMUM DATA STANDARD REQUIREMENTS: [CONTENTS]
Universal Citation: 17 NM Admin Code 17.10.630.12
Current through Register Vol. 35, No. 18, September 24, 2024
A. Schedule A Series: Summaries of the proposed cost of service:
(1) Sch. A-1: Summary of the overall cost of
service and the claimed revenue deficiency. Base Period; Test Year
Period.
(2) Sch. A-2: Summary of
the revenue increase or decrease at the proposed rates by rate classes. Test
Year Period.
(3) Sch. A-3: Summary
of the cost of service adjustments by functional classification. Test Year
Period.
(4) Sch. A-4: Summary of
Rate Base. Base Period; Test Year Period; Test Year Period RCND -
-OPTIONAL.
(5) Sch. A-5: Summary of
total capitalization and the weighted average cost of capital. Base Period;
Test Year Period; Test Year Period RCND - - OPTIONAL.
B. Schedule B Series: Original cost of plant in service:
(1) Sch. B-1: Original cost of
plant in service by primary account. Base Period; Test Year Period.
(2) Sch. B-2: Original cost of plant in
service by detail account. Base Period; Test Year Period.
(3) Sch. B-3: Original cost of plant in
service by monthly balances. Base Period; Test Year Period.
(4) Sch. B-4: Natural gas production and
gathering plant. Base Period; Test Year Period.
(5) Sch. B-5: Products extraction and
purification plant. Base Period; Test Year Period.
(6) Sch. B-6: Gas storage projects owned.
Base Period; Test Year Period.
(7)
Sch. B-7: Gas plant leased to others. Base Period; Test Year Period.
(8) Sch. B-8: Plant held for future use. Base
Period; Test Year Period.
(9) Sch.
B-9: Construction work in progress. Base Period; Test Year Period.
(10) Sch. B-10: Allowance for funds used
during construction generated and transferred to plant in service. Base Period;
Test Year Period.
C. Schedule C Series: Accumulated provision for depreciation, depletion, amortization, and abandonment:
(1) Sch. C-1:
Accumulated provision for depreciation, depletion, amortization, and
abandonment by functional classification and detailed plant account. Base
Period; Test Year Period.
(2) Sch.
C-2: Depreciation rate study. Base Period; Test Year Period.
(3) Sch. C-3: Depreciation and amortization
methods.
D. Schedule D Series: Original cost of plant in service adjusted to the cost of reproduction as a going concern and other elements of value - - OPTIONAL:
(1) Sch. D-1: Original cost of plant in
service adjusted to the cost of reproduction as a going concern and other
elements of value - - OPTIONAL. Base Period; Test Year Period.
(2) Sch. D-2: Cost of reproduction as a going
concern and other elements of value adjusted for age and condition - -OPTIONAL.
Base Period; Test Year Period.
E. Schedule E Series: Working capital allowance:
(1) Sch. E-1: Cash working capital
allowance. Base Period; Test Year Period.
(2) Sch. E-2: Materials and supplies,
prepayments, and deferred charges. Base Period; Test Year Period.
(3) Sch. E-3: Purchased gas cost account.
Base Period; Test Year Period.
(4)
Sch. E-4: Inventories of natural gas in storage. Base Period; Test Year
Period.
(5) Sch. E-5: Amounts of
working capital items charged to operating and maintenance expenses. Base
Period; Test Year Period.
F. Schedule F Series: Other property and investments:
(1) Sch. F-1: Other property and
investments. Base Period; Test Year Period.
(2) [Reserved]
G. Schedule G Series: Capitalization, the cost of capital, and the overall rate of return:
(1) Sch. G-1: Capitalization, the cost of
capital, and the overall rate of return in conformance with an original cost
Rate Base. Base Period; Test Year Period.
(2) Sch. G-2: Capitalization, the cost of
capital, and the overall rate of return in conformance with a cost of
reproduction as a going concern and other elements of value Rate Base - -
OPTIONAL. Base Period; Test Year Period.
(3) Sch. G-3: Embedded cost of borrowed
capital with term of maturity in excess of one year from date of issue. Base
Period; Test Year Period.
(4) Sch.
G-4: Cost of short-term borrowed capital including revolving credit agreements
and other notes payable. Base Period; Test Year Period.
(5) Sch. G-5: Embedded Cost of preferred
stock capital. Base Period; Test Year Period.
(6) Sch. G-6: Ratio of earnings to fixed
charges. Base Period; Test Year Period.
(7) Sch. G-7: Issuance restrictions on
borrowed and preferred stock capital. Base Period; Test Year Period.
(8) Sch. G-8: Common stock equity capital.
Base Period; Test Year Period.
(9)
Sch. G-9: Historical activity in common stock, paid-in capital, and retained
earnings. Base Period; Test Year Period.
(10) Sch. G-10: Summary of applicant's
support for the claimed rate of return on common stock equity
capital.
H. Schedule H Series: Expenses of operation.
(1) Sch. H-1:
Operation and maintenance expenses. Base Period; Test Year Period.
(2) Sch. H-2: Cost of purchased gas. Base
Period; Test Year Period.
(3) Sch.
H-3: Reconciliation of revenues generated through the purchased gas adjustment
clause with purchased gas cost. Base Period; Test Year Period.
(4) Sch. H-4: Payroll distribution and
associated payroll taxes, employee benefits and pensions, and other
compensations. Base Period; Test Year Period.
(5) Sch. H-5: Expenses associated with
advertising, contributions, donations, lobbying and political activities,
memberships, and outside services. Base Period; Test Year Period.
(6) Sch. H-6: Other Administrative and
General Expenses. Base Period; Test Year Period.
(7) Sch. H-7: Depreciation, depletion,
amortization, and abandonment expense. Base Period; Test Year Period.
(8) Sch. H-8: Taxes other than income taxes.
Base Period; Test Year Period.
(9)
Sch. H-9: Federal and state income taxes. Base Period; Test Year
Period.
(10) Sch. H-10:
Reconciliation of net income per books to net income for income tax purposes.
Base Period; Test Year Period.
(11)
Sch. H-11: Income tax effect as result of applicant joining in a consolidated
federal income tax return. Base Period; Test Year Period.
(12) Sch. H-12: Accumulated tax deferrals.
Base Period; Test Year Period.
(13)
Sch. H-13: Investment tax credits. Base Period; Test Year Period.
(14) Sch. H-14: Expenses associated with
affiliated interests. Base Period; Test Year Period.
(15) Sch. H-15: Expenses associated with
nonutility services. Base Period; Test Year Period.
(16) Sch. H-16: Explanation of the
adjustments to expenses of operation.
I. Schedule I Series: Balance sheet, income statement, statement of changes in financial position.
(1) Sch. I-1: Balance Sheet. Base Period;
Test Year Period.
(2) Sch. I-2:
Income Statement. Base Period; Test Year Period.
(3) Sch. I-3: Statement of changes in
financial position. Base Period; Test Year Period.
J. Schedule J Series: Construction program and sources of construction funds.
(1) Sch.
J-1: Construction program. Base Year and Projected.
(2) Sch. J-2: Sources of construction funds.
Base Year and Projected.
K. Schedule K Series: Gas operating revenues and sales volumes:
(1) Sch. K-1: Gas operating
revenues and sales volumes. Base Period; Test Year Period.
(2) Sch. K-2: Revenues from sales of products
extracted from natural gas and from gas processed by others. Base Period; Test
Year Period.
L. Schedule L Series: Fully allocated cost of service study:
(1) Sch. L-1: Allocation of Rate Base - -
jurisdictional. Base Period; Test Year Period.
(2) Sch. L-2: Allocation of Rate Base - -
functional Classification. Base Period; Test Year Period.
(3) Sch. L-3: Allocation of Rate Base - -
demand, commodity, and customer. Base Period; Test Year Period.
(4) Sch. L-4: Allocation of Rate Base to rate
classes. Base Period; Test Year Period.
(5) Sch. L-5: Allocation of total expenses -
- jurisdictional. Base Period; Test Year Period.
(6) Sch. L-6: Allocation of total expenses -
- functional classification. Base Period; Test Year Period.
(7) Sch. L-7: Allocation of total expenses -
- demand, commodity, and customer. Base Period; Test Year Period.
(8) Sch. L-8: Allocation of total expenses to
rate classes. Base Period; Test Year Period.
(9) Sch. L-9: Allocation of total revenue - -
jurisdictional. Base Period; Test Year Period.
(10) Sch. L-10: Allocation of total revenue -
- demand, commodity, and customer. Base Period; Test Year Period.
(11) Sch. L-11: Allocation of total revenue
to rate classes. Base Period; Test Year Period.
M. Schedule M Series: Allocated cost of service per billing unit of demand, commodity, and customer by rate classification:
(1) Sch. M-1: Allocated cost
per billing unit of demand, commodity, and customer. Base Period; Test Year
Period.
(2) [Reserved]
N. Schedule N Series: Allocation factors:
(1) Sch. N-1: Allocation factors
used to assign items of plant and expenses to the various rate classes. Base
Period; Test Year Period.
(2) Sch.
N-2: Classification factors used to assign items of plant and expenses to
demand, commodity, and customer components. Base Period; Test Year
Period.
(3) Sch. N-3: Demand and
commodity loss factors. Base Period; Test Year Period.
O. Schedule O Series: Rate of return by rate classes:
(1) Sch. O-1: Rate of return by rate
classes. Base Period; Test Year Period.
(2) [Reserved]
P. Schedule P Series: Rate design:
(1) Sch. P-1: Total revenue requirements by
rate classes. Base Period;
Test Year Period.
(2) Sch. P-2: Proof of revenue analysis. Test
Year Period.
(3) Sch. P-3:
Comparison of rates for service under the present and proposed
schedules.
(4) Sch. P-4:
Explanation of proposed changes to existing rate schedules.
Q. Schedule Q Series: Key operating statistics:
(1) Sch. Q-1: Peak
demand information.
(2) Sch. Q-2:
Plant in service information.
(3)
Sch. Q-3: Property retirements and property investments information.
(4) Sch. Q-4: Operation and maintenance
expense information.
(5) Sch. Q-5:
Customer information.
(6) Sch. Q-6:
Weather data.
(7) Sch. Q-7:
Scheduled maintenance information.
(8) Sch. Q-8: Customer service interruption
information.
R. Schedule R Series: Required reports:
(1) Sch. R-1:
Natural gas receipts and deliveries.
(2) Sch. R-2: Load research and conservation
plan.
(3) Sch. R-3: Description of
company.
(4) Sch. R-4: Annual
report to stockholders.
(5) Sch.
R-5: Reports to the Securities and Exchange Commission.
(6) Sch. R-6: Form 2 reports.
(7) Sch. R-7: Opinion of independent public
accountants.
S. Schedule S Series: Testimony and exhibits.
Disclaimer: These regulations may not be the most recent version. New Mexico may have more current or accurate information. We make no warranties or guarantees about the accuracy, completeness, or adequacy of the information contained on this site or the information linked to on the state site. Please check official sources.
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