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 5 - Filing Requirements - Class A or B Utilities › Part 5 - SUPPLEMENTAL PACKAGE › Section 165:70-5-33 - Section M - Proof of Revenue/Rate Design

Current through Vol. 41, No. 20, July 1, 2024
Section M - Proof of Revenue/Rate Design of the
					 supplemental package shall provide supporting data to show that the proposed
					 rates will produce the revenues that the utility states in Schedule H-1 of the
					 application package.
(1) For gas and
				  electric utilities and RECs:
(A) W/P M-1 -
				  Fuel or Purchased Energy Factor: A schedule which provides the calculation of
				  the current fuel or purchased energy factor and any proposed factor, if
				  different than currently approved.
(B) W/P M-2 - Proposed Changes in
				  Miscellaneous Charges: A schedule which provides, for each new miscellaneous
				  charge or change in existing miscellaneous charge, a brief description of the
				  charge, the present charget the proposed charge and the justification for the
				  proposed change.
(C) Rate Class
				  Definition:
(i) W/P M-3 - Present and Proposed
				  Rate Classes: A schedule which provides the present and proposed rate classes
				  and designations. Present rate classes corresponding to proposed rate classes
				  shall be indicated.
(ii) W/P M-3-1
				  - Justification of Proposed Changes: A workpaper which provides the rationale
				  for any changes in the class structure and/or rate design or a cross reference
				  to where such information is otherwise provided.
(D) Rate Design Analysis Data:
(i) W/P M-4 - Proof of Revenue Statement: A
				  proof of revenue statement (or a pro forma revenue statement) which provides
				  the expected or estimated adjusted billing units, proposed prices, and the
				  resulting base rate revenue and fuel revenue for the proposed rate classes. The
				  statement shall also list other revenue. The result shall set forth total
				  expected revenue by rate class and shall be equal, within rate design limits,
				  to the revenue requested by the utility from each rate class. The sum of the
				  revenue requested from each rate classes, plus other listed system revenue,
				  shall equal the total requested revenue of the total utility, within rate
				  design limits. The total adjusted sales volume used in this proof of revenue
				  shall correspond to the total adjusted sales volume in Schedule H-2.
(ii) W/P M-4-1 - Proof of Revenue/Present
				  Rates: A proof of revenue statement similar to the one required at W/P M-4,
				  using present rates in the revenue calculations.
(iii) W/P M-5 - Bill Comparisons: A bill
				  comparison between present and proposed rates by service category or other
				  classification (e.g. residential, small commercial).
(iv) W/P M-6 - Test Year Data by Rate Class:
				  Schedule(s) which provide the following, by month, for the test year:
(I) Average number of customers.
(II) Year end number of customers.
(III) Test year adjusted number of
				  customers.
(IV) Test year
				  unadjusted sales and nonsales volumes.
(V) Increase or decrease in sales and
				  nonsales volumes adjusted for abnormal weather where applicable.
(VI) Increase or decrease in sales and
				  nonsales volumes adjustment for changes in the number of customers.
(VII) Increase or decrease in sales and
				  nonsales volumes due to other factors.
(VIII) Total adjusted sales and nonsales
				  volumes.
(E)
				  W/P M-7 - Weather Normalization: Statements and/or workpapers which provide the
				  relevant statistical measures along with the statistical modeling method
				  utilized to derive weather normalization adjustment to actual test year
				  data.
(F) W/P M-8 - Historical
				  Sales Data: Schedule(s) whichprovide 60-month history of customer/sales data,
				  ending with the test year end, for weather-sensitive usage classes
				  only.
(G) W/P M-8-1 - 60-Month
				  Sales & Consumption: A schedule of the sales and consumption by rate class,
				  by month for sixty (60) months ending with the last month of the test year. The
				  data shall be provided by billing cycle, if used by the utility in its weather
				  normalization study.
(H) W/P M-9 -
				  Weather Data: Schedules which provide the actual heating and cooling degree
				  days (gas utilities to provide heating days only) by month corresponding with
				  the 60-month sales by customer class. The data shall be provided by billing
				  cycle, if used by the utility in its weather normalization study.
(I) W/P M-10 - Normal Degree Days: A schedule
				  which provides the 30-year normal degree days. The data shall be provided by
				  billing cycle, if used by the utility in its weather normalization
				  process.