Current through Vol. 41, No. 13, March 15, 2024
(a) Each utility
shall submit an annual report by May 1 of each year on the performance of
Demand Portfolio for the preceding program year and cumulative program
performance which shall include the information enumerated in this
section.
(b) The annual report
shall be submitted with Verified savings information in order for PUD to
evaluate incentives levels to be recovered from consumers. PUD will provide
Company with written notification of incentive levels, confirming or
identifying disputed amounts with rationale for dispute by September 1. Any
undisputed incentives may be included in recovery according to formula rate or
other tariff terms. Any disputed incentives amounts will be resolved during the
subsequent formula rate filing or other tariff recovery reviews. True-up
mechanisms and recovery for all other Demand Program Costs shall be included
with formula rate filings or other tariff recovery mechanisms.
(c) The report shall contain a Demand
Portfolio summary reflecting the scale of each program as a part of the Demand
Portfolio and will include the following:
(1)
The name of Demand Program listed by customer category;
(2) The date program was started or date the
Demand Program was revised;
(3) The
number of participating customers per Demand Program;
(4) By Demand Program, approved projected
energy savings (in decatherms) as approved;
(5) The gross energy savings (in decatherms)
and performance of each Demand Program;
(6) The verified energy savings (in
decatherms) by Demand Program and methods used to verify;
(7) For Education programs measurements of
outreach efforts, including pre-program and post-program results and copies of
evaluations, surveys, focus group results, and other measurement techniques
used to gauge the effectiveness of education efforts;
(8) The levelized cost per decatherm for the
Demand Portfolio, Demand Programs, and by customer sector, including all
assumptions used to make the calculation;
(9) The amount of reduced emissions and water
consumption experienced by the utility, including all assumptions and
calculations details, during the Demand Program period for the current program
year;
(10) The Demand Portfolio
funding as a percent of total annual gas revenue;
(11) The Demand Portfolio Net source energy
savings as a percent of total gas annual usage;
(12) The projected program costs;
(A) These costs should be separated into the
following categories to allow review of spending:
(i) Administrative costs;
(ii) Inducements: direct payments and other
inducements;
(iii) Education and
marketing costs;
(iv) Program
delivery costs; and
(v) EM&V
costs.
(B) Workpapers to
allow review and reconciliation of accounting information:
(i) Utilities shall provide workpapers with
working formulas, calculations, and linkages to support all costs;
(ii) General Ledger: A copy of, or access to,
the general ledger and subledgers; and
(iii) Comparative Trial Balances: A schedule
of, or access to, comparative trial balances detailed by account for the test
year and the first preceding year.
(13) The actual program costs;
(A) These costs should be separated into the
following categories to allow review of spending;
(i) Administrative costs;
(ii) Inducements: direct payments and other
inducements;
(iii) Education and
marketing costs;
(iv) Program
delivery costs; and
(v) EM&V
costs.
(B) Workpapers to
allow review and reconciliation of accounting information:
(i) Utilities shall provide workpapers with
working formulas, calculations, and linkages to support all costs;
(ii) General Ledger: A copy of, or access to,
the general ledger and subledgers; and
(iii) Comparative Trial Balances: A schedule
of, or access to, comparative trial balances detailed by account for the test
year and the first preceding year.
(14) Projected incentives - including
projected cost effectiveness tests;
(15) Actual calculated incentives - including
workpapers and working spreadsheets (formulas, calculations, linkages, and
assumptions) for updated cost effectiveness tests, in sufficient detail to
allow review of cost effectiveness calculations;
(16) The utility's annual growth in metered
energy for the previous three years, with a calculation of the average growth
rate over that entire period by customer class or major customer class
segments;
(17) The most current
information available comparing the base line and milestones to be achieved
under market transformation programs with actual conditions in the
market;
(18) By Demand Program,
provide a summary of spending, including the following:
(A) Administrative costs;
(B) Inducements, including direct payments
and other inducements;
(C)
Education and marketing costs;
(D)
Program delivery costs; and
(E)
EM&V costs.
(19) A
statement of any funds that were committed but not spent during the year, by
program, with an explanation for non-spending;
(20) A detailed description of each Demand
Program reflecting the scale of the program as a part of the Demand Portfolio
that includes the following:
(A) Number of
customers served by each Demand Program or program category;
(B) Program or program category
expenditures;
(C) Verified energy
and peak demand savings achieved by the Demand Program or program category,
when available; and
(D) A
description of proposed changes in the Demand Program plans.
(21) A list of research and
development activities included in the Demand Portfolio, their status, and a
report on the connection between each activity and effective Demand Program;
and
(22) Identification of Demand
Program implementers, including names, job titles, business postal addresses,
business electronic mail addresses, and business telephone numbers.
(d) After receiving the report,
the Commission:
(1) May schedule a hearing
about the performance of the programs, the outlook for the future, and other
relevant issues and may consider requests from parties for a hearing;
(2) Will endeavor to act on the
report within ninety days by accepting the report, rejecting the report, or
opening an investigation to inquire further into the report.
(e) The Commission may direct the
utility to make brief quarterly or monthly reports including measurements of
key metrics and news of any unexpected developments in Demand Program
administration, delivery or planning.
