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 7 - Filing Requirements - Class C or D Utilities › Section 165:70-7-4 - Specific required schedules for Class C or D water companies

Current through Vol. 41, No. 20, July 1, 2024
(a) Unless
				otherwise authorized in writing from this Commission, Class C or D water
				utilities shall, when filing an application for approval of a general rate
				change, prepare and submit with its application the following exhibits,
				schedules and evidence as hereinafter set out.
(1) Application: The application shall be in
				the format depicted at Appendix B to this Chapter or in a comparable format
				which contains the identical information. The application shall contain a
				detailed schedule of the rates and charges currently in effect and a detailed
				schedule of the proposed rates and charges.
(2) Narrative: Provide a typewritten
				narrative of the purpose for a permanent rate increase. The narrative shall
				include:
(A) A description of changes in
				current operations compared to past operations that necessitate the general
				rate change;
(B) Descriptions
				and/or calculations of adjustments which have been made to the utility's
				books/ledgers to derive the amounts included in the application;
(C) Significant factors which have had, or
				will have, an influence on the utility's revenues, expenses and/or rate base
				(balance sheet);
(D) Any
				anticipated growth or decline in customers which is expected to occur in the
				next two (2) years;
(E) The amount
				of anticipated construction necessary to serve additional customers and the
				plans for financing that construction.
(F) The types of customers served by the
				utility, e.g. residential (include what type), small retail business, large
				commercial, etc.
(G) The effort(s)
				the utility has made to encourage conservation of water through the proposed
				rate design or through other means;
(H) The effort(s) made by the utility to
				control costs/expenses and/or mitigate the amount of the requested rate change;
				and,
(I) Any other factors which
				are considered relevant to the request for general rate change.
(3) Schedule G-1- Balance Sheet:
				Provide a balance sheet statement in the format of Appendix C to this Chapter
				which has a column for both the beginning and ending of the test year balances
				per the utility's books.
(4)
				Schedule G-2 - Utility Plant in Service. Provide a schedule of utility plant in
				service in the format of Appendix J to this Chapter. The schedule shall have
				columns for the original cost, the accumulated depreciation and the original
				cost less accumulated depreciation for each category of plant in service.
(A) Schedule G-2-1 - Plant Additions or
				(Retirements) by Year: Provide a schedule of plant additions and/or retirements
				in the format of Appendix K to this Chapter. The schedule shall have lines
				which correspond to those on Schedule G-2 required at paragraph (a)(4) of this
				Section and columns for the original cost per the last Commission Order, each
				year since the last Commission Order and the current test year.
(B) Schedule G-2-2 - Debt: Provide a schedule
				which details, by each loan, all short-term and long-term debt. Utilize the
				format of Appendix F to this Chapter.
(5) Schedule G-3 - Comparative Statement of
				Income and Expense: Provide a schedule of operating revenue, operating
				expenses, other income and expense and net income before and after income
				taxes. The schedule shall be in the format of Appendix L to this Chapter and
				have columns for the prior year and test year per the utility's books and
				percent of change for the two (2) years.
(6) Schedule G-4 - Water Sold, Connect &
				Disconnect Data Sheet: Provide a schedule with columns for monthly gallonage
				sold, the number of monthly connections and the number of monthly disconnects
				for the test year. The schedule shall be in the format of Appendix M to this
				Chapter.
(7) Schedule G-5 - Bill
				Count: Provide a schedule of the total number of bills for each level of
				gallonage consumption for the twelve (12) months of the test year. Any
				individual bill over 100,000 gallons shall be shown separately. The schedule
				shall be in the format of Appendix N to this Chapter.