Oklahoma Administrative Code › Title 165 - Corporation Commission › Chapter 45 - Gas Service Utilities › Subchapter 23 - Demand Programs › Section 165:45-23-7 - Reporting

Current through Vol. 41, No. 20, July 1, 2024
(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.