Okla. Admin. Code § 165:45-23-7

Current through Vol. 42, No. 7, December 16, 2024

Section 165:45-23-7 - Reporting

(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.

Okla. Admin. Code § 165:45-23-7

Added at 26 Ok Reg 1856, eff 6-25-09

Amended by Oklahoma Register, Volume 31, Issue 24, September 2, 2014, eff. 1/1/2017