Mississippi Administrative Code › Title 39 - UTILITIES › Part 1 - PUBLIC UTILITIES RULES OF PRACTICE AND PROCEDURE › Chapter 29 - Integrated Resource Planning and Reporting › Rule 39-1-29 › Appendix 39-1-29-C - RATE PROCEEDINGS › Schedule 39-1-29-C-3 - MAJOR FILINGS OF $15 MILLION OR MORE/ALL UTILITIES

Current through June 25, 2024
In addition to the original and twelve (12) copies of the
						petition, the following items are required:
13 1. All direct testimony to be relied upon including a
						statement of the proposed changes and the reasons for the changes.
13 2. Schedule of present rates, fares, tolls, charges or
						rentals in effect, and the changes proposed to be made.
13 3. Sample tariffs implementing the changes. Proposed
						deletions to current tariff shall be shown by striking over such. Additions or
						amendments to existing tariff shall be underlined.
13 4. Balance sheet for the most recent month available
						which shall be not later than nine months prior to the filing date. For
						multi-state utilities, the balance sheet shall be for the company as a whole
						plus an estimated balance sheet for Mississippi operations and a summary of the
						basis on which the estimate was prepared.
13 5. Operating statement of revenues and expenses for
						twelve months ending as of the date of the balance sheet.
13 6. Proforma operating statement in the same form as
						the actual operating statement beginning with the effective date of the
						proposed changes (a) without giving effect to changed rates (b) giving effect
						to changed rates.
13 7. Proforma operating statement in the same form as
						the actual operating statement for the same period giving affect to the
						proposed changes in rates and adjusted for known changes in the cost of
						operations.
13 8. Statement showing (a) number of current customers
						as of the date of filing notice of intent by classes affected by the proposed
						changes (b) the actual revenue under the old rates arising from each class and
						(c) the annual amount of the proposed increase or decrease applicable to each
						class.
13 9. Statement showing the utility's calculation of
						jurisdictional rate base including, if applicable, gross plant, accumulated
						depreciation, working capital, material and supplies, other properties and
						assets, accumulated deferred income taxes, customer deposits and investment tax
						credits.
13 10 Statement showing utility's calculation of return
						on rate base with and without the proposed increase.
13 11. Federal Income tax returns and State Income tax
						returns, with all required attachments and schedules, for prior three years. If
						a consolidated return, the portion applicable to Mississippi.
13 12. Copy of notice to customers sent pursuant to RP
						9.
13 13. Copy of charter or articles of
						incorporation.
13 14. The amount and kinds of stock authorized, issued
						and outstanding.
13 15. The number and amount of bonds authorized and the
						number and amount issued.
13 16. The rate and amount of dividends paid during the
						five previous fiscal years and the amount of capital stock on which dividends
						were paid each year.
13 17. An analysis of the surplus covering the period
						from the close of the last calendar year for which an annual report has been
						filed with the Commission to the date of the balance sheet attached to the
						notice.
13 18. Guidelines or directives to the public utility's
						presentation provided by a controlling affiliate, parent or holding
						company.
13 19. Marginal cost data.
13 20. Alternative rate design.
13 21. Conservation effectiveness.
13 22. A properly prepared, complete, detailed lead/lag
						study for the test year for the total company, Mississippi retail, other retail
						jurisdictions, and Federal Energy Regulatory Commission wholesale rates (if
						applicable) in support of the public utility's total working capital
						requirements contained therein, including all working papers in support
						thereof.
13 23. An exhibit listing the names and addresses of all
						interested persons as defined in RP 2.115 herein together with a certificate
						that the filing utility has served a notice of the filing upon each.
13 24. The year of the last authorized major rate
						increase, amount of the increase and the docket number of the
						proceeding.
13 25. The provisions of items 4, 5, 6, 7, 9, 10, 17 and
						21 shall not be applicable to public utilities heretofore or hereafter exempt
						by Commission order from rate base regulation.