Oklahoma Administrative Code
Title 165 - Corporation Commission
Chapter 70 - Minimum Standard Filing Requirements in Support of a Request by a Public Utility Doing Business in Oklahoma for a Proposed General Rate Change
Subchapter 7 - Filing Requirements - Class C or D Utilities
Section 165:70-7-4 - Specific required schedules for Class C or D water companies
Universal Citation: OK Admin Code 165:70-7-4
Current through Vol. 41, No. 13, March 15, 2024
(a) Unless otherwise authorized in writing from this Commission, Class C or D water utilities shall, when filing an application for approval of a general rate change, prepare and submit with its application the following exhibits, schedules and evidence as hereinafter set out.
(1) Application: The application shall be in
the format depicted at Appendix B to this Chapter or in a comparable format
which contains the identical information. The application shall contain a
detailed schedule of the rates and charges currently in effect and a detailed
schedule of the proposed rates and charges.
(2) Narrative: Provide a typewritten
narrative of the purpose for a permanent rate increase. The narrative shall
include:
(A) A description of changes in
current operations compared to past operations that necessitate the general
rate change;
(B) Descriptions
and/or calculations of adjustments which have been made to the utility's
books/ledgers to derive the amounts included in the application;
(C) Significant factors which have had, or
will have, an influence on the utility's revenues, expenses and/or rate base
(balance sheet);
(D) Any
anticipated growth or decline in customers which is expected to occur in the
next two (2) years;
(E) The amount
of anticipated construction necessary to serve additional customers and the
plans for financing that construction.
(F) The types of customers served by the
utility, e.g. residential (include what type), small retail business, large
commercial, etc.
(G) The effort(s)
the utility has made to encourage conservation of water through the proposed
rate design or through other means;
(H) The effort(s) made by the utility to
control costs/expenses and/or mitigate the amount of the requested rate change;
and,
(I) Any other factors which
are considered relevant to the request for general rate change.
(3) Schedule G-1- Balance Sheet:
Provide a balance sheet statement in the format of Appendix C to this Chapter
which has a column for both the beginning and ending of the test year balances
per the utility's books.
(4)
Schedule G-2 - Utility Plant in Service. Provide a schedule of utility plant in
service in the format of Appendix J to this Chapter. The schedule shall have
columns for the original cost, the accumulated depreciation and the original
cost less accumulated depreciation for each category of plant in service.
(A) Schedule G-2-1 - Plant Additions or
(Retirements) by Year: Provide a schedule of plant additions and/or retirements
in the format of Appendix K to this Chapter. The schedule shall have lines
which correspond to those on Schedule G-2 required at paragraph (a)(4) of this
Section and columns for the original cost per the last Commission Order, each
year since the last Commission Order and the current test year.
(B) Schedule G-2-2 - Debt: Provide a schedule
which details, by each loan, all short-term and long-term debt. Utilize the
format of Appendix F to this Chapter.
(5) Schedule G-3 - Comparative Statement of
Income and Expense: Provide a schedule of operating revenue, operating
expenses, other income and expense and net income before and after income
taxes. The schedule shall be in the format of Appendix L to this Chapter and
have columns for the prior year and test year per the utility's books and
percent of change for the two (2) years.
(6) Schedule G-4 - Water Sold, Connect &
Disconnect Data Sheet: Provide a schedule with columns for monthly gallonage
sold, the number of monthly connections and the number of monthly disconnects
for the test year. The schedule shall be in the format of Appendix M to this
Chapter.
(7) Schedule G-5 - Bill
Count: Provide a schedule of the total number of bills for each level of
gallonage consumption for the twelve (12) months of the test year. Any
individual bill over 100,000 gallons shall be shown separately. The schedule
shall be in the format of Appendix N to this Chapter.
(b) A sample package of the schedules in (a)(3) through (7) of this Section shall be available from the Public Utility Division to aid in the preparation of the application and supporting documentation in the prescribed formats.
Added at 11 Ok Reg 3753, eff 7-11-94
Disclaimer: These regulations may not be the most recent version. Oklahoma 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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