330-140-0080 Claiming a Credit Against Public Purpose Charges or Amount Charged in Rates Pursuant to ORS 757.054(4) (1) Large electricity consumers who are eligible for direct access, starting with the date of direct access, may claim credits against up to 75 percent of renewable energy resource public purpose charges owed or up to the full amount charged in rates pursuant to ORS 757.054(4). (2) Credits claimed may not exceed the amount of cost documented on certificate(s) of qualifying expenditure for that self-directing consumer’s site. When qualifying expenditures are certified they may be claimed as follows: (a) Credits in excess of 75 percent of the amount owed for a given month’s renewable energy resource public purpose charges shall be available for future credit use (carried forward) for as long as the obligation to pay those public purpose charges exists. Should the electric usage at a self-directing consumer’s site fall below one average megawatt for the prior year, the self-directing consumer may continue to claim credits which have been documented by a certification of qualified expenditure and that have been carried forward until the remaining unclaimed balance is zero. A self-directing consumer will not be eligible to submit new applications for pre-certification of the above-market costs of expenditures for a new renewable energy resource project, investments in distribution system connected technologies, Green Tag purchase, or cost-effective energy efficiency until such a time as the site’s electric usage for the prior year is greater than one average megawatt. (b) Credits in excess of 75 percent of the amount owed for renewable energy resource public purpose charges for a specific site may be applied to public purpose charges at other sites owned by the electricity consumer, its subsidiaries or affiliate firms in the same distribution utility service territory provided the site is also eligible as a self-directing consumer under these rules. (c) Credits in excess of the amount charged in rates pursuant to ORS 754.054(4) owed for a given month shall be available for future credit use (carried forward) for as long as the obligation to pay those charges exists. Should the electric usage at a self-directing consumer’s site fall below one average megawatt for the prior year, the self-directing consumer may continue to claim credits which have been documented by a certification of qualified expenditure and that have been carried forward until the remaining unclaimed balance is zero. A self-directing consumer will not be eligible to submit new applications for pre-certification of expenditures for a new cost-effective energy efficiency project until such a time as the site’s electric usage for the prior year is greater than one average megawatt. (d) Large electricity consumers with an existing balance of credits against energy conservation public purpose charges owed after credits are applied to the retail energy consumer’s bill for the last monthly billing period beginning before January 1, 2022, may claim the credits against the amount charged in rates pursuant to ORS 757.054(4) for billing periods beginning on or after January 1, 2022. Credits for new cost-effective energy efficiency projects certified by the Oregon Department of Energy on or after January 1, 2022 will be added to and be interchangeable with any pre-existing credit balance for new energy conservation public purpose charges. (3) The maximum credit against public purpose charges owed by a self-directing consumer shall not exceed the following: (a) The maximum self-direction credit for sites in electric company service territories shall be 25.5 percent of the public purpose charge owed; or (b) The maximum credit for sites in consumer owned electric service territory shall be 25.5 percent of the first 1.5 percent of public purpose charges owed. (4) The maximum credit against amount charged in rates pursuant to ORS 757.054 (4) is subject to the limits in Oregon Laws 2021, chapter 547, Section 2, subsection (5)(a). (5) Large electricity consumers, who have received recognition that their site is eligible for self-direction with a certificate of qualified expenditure for credit against public purpose charges issued by the Oregon Department of Energy, may request that their electric distribution utility or energy service supplier apply their credit against public purpose charges owed. (6) Large electricity consumers, who have received recognition that their site is eligible for self-direction with a certificate of qualified expenditure issued by the Oregon Department of Energy for credit against amounts charged in rates pursuant to ORS 757.054(4), may request that their electric distribution utility or energy service supplier apply their credit against charges in rates owed. (7) To remain eligible to self-direct public purpose charges, large electricity consumers shall pay on a monthly basis any balance of public purpose charges and amounts charged in rates pursuant to ORS 757.054(4) owed to their electric distribution utility or energy service supplier. Statutory/Other Authority: ORS 469.040, ORS 756.040, ORS 757.600 - 757.687, ORS 757.054 & Oregon Laws 2021, chapter 547 (House Bill 3141) Statutes/Other Implemented: ORS 756.040, ORS 757.600 - 757.687, ORS 757.054 & Oregon Laws 2021, chapter 547 (House Bill 3141) History: DOE 3-2021, amend filed 12/13/2021, effective 01/01/2022 DOE 1-2019, amend filed 01/11/2019, effective 07/01/2019 DOE 6-2004, f. 10-14-04, cert. ef. 12-1-04 DOE 3-2001, f. 10-25-01, cert. ef. 10-29-01