reglab/statecodes huggingface dataset:
Pennsylvania Code › Title 52 - PUBLIC UTILITIES › Part I - Public Utility Commission › Subpart C - Fixed Service Utilities › Chapter 71 - FINANCIAL REPORTS › Section 71.6 - Permitted adjustments to financial reports

Current through Register Vol. 54, No. 28, July 13, 2024
(a) A public utility shall make
				  annualization, normalization and ratemaking adjustments to its intrastate data
				  to reflect, to the extent practicable, its results of operations on a
				  ratemaking basis. These adjustments shall be consistent with current Commission
				  policy and practices.
(b)
				  Annualization adjustments to bring a public utility's accounts to a 12-month
				  level of activity may include, for example, adjustments to the year-end number
				  of customers and revenues, operating expenses and level of
				  investment.
(c) Normalization
				  adjustments to recognize in-period known changes may include, for example,
				  elimination of the revenue, expense and rate base effect of nonrecurring
				  events, recognition of the full year's effect of in-period wage rate changes
				  and normalization of the effect of irregular and infrequent events.
(d) A public utility shall make ratemaking
				  adjustments to its intrastate per book amounts to reflect adjustments made in
				  prior cases by the Commission which are not included in the actual per book
				  amounts recorded by the public utility, if these adjustments are still
				  applicable, and adjustments to reflect current Commission ratemaking policy and
				  practices. The required ratemaking adjustments will be specified by the
				  Commission periodically by Secretarial letter and will be based on Commission
				  precedent regarding the major ratemaking issues that apply to public utilities
				  in this Commonwealth. If a public utility has eliminated a prior rate case
				  adjustment because it was deemed to be no longer applicable, the public utility
				  shall identify the adjustment and explain the rationale for its
				  elimination.
(e) In determining the
				  intrastate per books amount of a public utility's revenues, expenses and
				  investment, for the purposes of the financial reports required by this chapter,
				  the following shall be considered intrastate:
(1) Energy cost revenues and associated
				  expenses.
(2) Gas cost revenues and
				  associated expenses.
(3) Other
				  public utility revenues, expenses and investment that under Commission
				  precedent are deemed to be intrastate for ratemaking purposes, as specified in
				  the Secretarial letter referenced in subsection (d).
Pennsylvania Code › Title 52 - PUBLIC UTILITIES › Part I - Public Utility Commission › Subpart C - Fixed Service Utilities › Chapter 71 - FINANCIAL REPORTS › Section 71.7 - Filing procedures

Current through Register Vol. 54, No. 28, July 13, 2024
The public utility shall file a typewritten or printed
					 financial report with the Secretary. Copies shall be provided to the Office of
					 Special Assistants, Office of Trial Staff, Office of Consumer Advocate and the
					 Small Business Advocate. The public utility shall file an additional copy of
					 the financial report in an electronic medium or computerized format with the
					 Office of Special Assistants, as directed by that office.
Pennsylvania Code › Title 52 - PUBLIC UTILITIES › Part I - Public Utility Commission › Subpart C - Fixed Service Utilities › Chapter 71 - FINANCIAL REPORTS › Section 71.8 - intrastate allocation factors

Current through Register Vol. 54, No. 28, July 13, 2024
(a)
				  The public utility shall use intrastate allocation factors consistent with
				  those used in the financial and cost of service reports filed with the Federal
				  Energy Regulatory Commission and the Federal Communications Commission (FCC),
				  and may not be based on jurisdictional separations data which is older than 3
				  years.
(b) If the methodology for
				  calculating the intrastate allocation factors differs from that of the prior
				  quarter, the public utility shall provide an explanation and summary
				  calculations of the resulting changes. Upon review, detailed calculations may
				  be required.
(c) If a
				  telecommunications utility is an average schedule company for FCC purposes, it
				  will continue to employ cost-based ratemaking for Pennsylvania jurisdictional
				  purposes, including the filing of reports required by this chapter.
(d) A public utility that has
				  nonjurisdictional revenues and does not have a cost of service study which is
				  less than 3 years old shall file a cost of service study within 1 year of the
				  adoption of this chapter or 1 year from the date that the company becomes
				  subject to this chapter.
Pennsylvania Code › Title 52 - PUBLIC UTILITIES › Part I - Public Utility Commission › Subpart C - Fixed Service Utilities › Chapter 71 - FINANCIAL REPORTS › Section 71.9 - Financial reports as public documents

Current through Register Vol. 54, No. 28, July 13, 2024
The financial reports are public documents. The reports
					 will be maintained by the Secretary and will be available for public
					 inspection. If a public utility requests proprietary treatment for information
					 in the report, it shall be incumbent upon that utility to file a petition for
					 protective order under §
										5.423 (relating to orders to limit
					 availability of proprietary information).
The provisions of this §
												71.9 amended under the Public
						Utility Code,
						66 Pa.C.S. §
													§
													501 and
						1501.
Pennsylvania Code › Title 52 - PUBLIC UTILITIES › Part I - Public Utility Commission › Subpart C - Fixed Service Utilities › Chapter 73 - ANNUAL DEPRECIATION REPORTS, SERVICE LIFE STUDIES AND CAPITAL INVESTMENT PLANS › Section 73.1 - Purpose

Current through Register Vol. 54, No. 28, July 13, 2024
The purpose of this chapter is to establish uniform and
					 industry-wide reporting requirements designed to improve the Commission's
					 ability to monitor on a regular basis the depreciation practices and capital
					 planning of electric, telephone, gas and water public utilities subject to
					 Commission jurisdiction.
Pennsylvania Code › Title 52 - PUBLIC UTILITIES › Part I - Public Utility Commission › Subpart C - Fixed Service Utilities › Chapter 73 - ANNUAL DEPRECIATION REPORTS, SERVICE LIFE STUDIES AND CAPITAL INVESTMENT PLANS › Section 73.2 - Definitions

Current through Register Vol. 54, No. 28, July 13, 2024
The following words and terms, when used in this chapter,
					 have the following meanings, unless the context clearly indicates
					 otherwise:
Depreciation accrual
-The depreciation
					 expense amount, excluding any net salvage allowance amount not already a
					 component of the depreciation formula, which is debited to the income statement
					 and credited to the depreciation reserve account.
Depreciation parameter
-A variable used in
					 the depreciation rate formula or used to develop a variable of the depreciation
					 rate formula.
Depreciation rate
-The value expressed as a
					 percent applied to utility plant investment to develop annual depreciation
					 accruals.
Major
-Each project with a cost in excess
					 of 1% of the undepreciated original cost of the utility's total plant in
					 service or $10 million, whichever is less.
Net salvage
-The gross salvage less the
					 cost of removal.
Pennsylvania Code › Title 52 - PUBLIC UTILITIES › Part I - Public Utility Commission › Subpart C - Fixed Service Utilities › Chapter 73 - ANNUAL DEPRECIATION REPORTS, SERVICE LIFE STUDIES AND CAPITAL INVESTMENT PLANS › Section 73.3 - Annual depreciation reports

Current through Register Vol. 54, No. 28, July 13, 2024
(a)
				  A public utility providing electric service, gas service or water service which
				  has gross intrastate revenues in excess of $20 million per year, except
				  telecommunications interexchange carriers and gas and petroleum transportation
				  pipeline companies, shall file an annual depreciation report with the Bureau of
				  Fixed Utility Services under this chapter.
(b) The due dates for the annual depreciation
				  report are as follows:
(1) Electric, water and
				  gas public utilities reports are due on or before June 30.
(2) When a public utility is also required to
				  file a service life study report in the same year, the public utility shall
				  notify the Secretary in writing, on or before the date its annual depreciation
				  report would be due, stating that both the service life study and the annual
				  depreciation report will be filed on or before August 31.
(3) When a public utility is required to file
				  a depreciation report in response to a Commission Order, the report shall be
				  prepared consistent with formats and filing deadlines specified in this
				  chapter.
Pennsylvania Code › Title 52 - PUBLIC UTILITIES › Part I - Public Utility Commission › Subpart C - Fixed Service Utilities › Chapter 73 - ANNUAL DEPRECIATION REPORTS, SERVICE LIFE STUDIES AND CAPITAL INVESTMENT PLANS › Section 73.4 - Format for filing the annual depreciation report

Current through Register Vol. 54, No. 28, July 13, 2024
The public utility shall include the following information
					 in the annual depreciation report:
(1)
				  An executive summary of the annual depreciation report, including an
				  explanation of depreciation methods used.
(2) A comparison with the prior year's annual
				  depreciation report.
(3)
				  Explanations of extraordinary events occurring in the past year which
				  significantly affected the amount of the utility's depreciation reserve or
				  annual depreciation expense, and proposed changes to its depreciation methods
				  or parameters, or both, as a result of those events.
(4) Plant database used in the most recent
				  service life study shall be submitted to the Office of Special Assistants in an
				  electronic medium or computerized format as directed by that office. The plant
				  database shall be updated for the current annual depreciation report, if
				  requested by the Office of Special Assistants.
(5) The Office of Special Assistants will
				  notify each utility in writing of the software and format that will be
				  acceptable prior to filing the depreciation reports in electronic medium or
				  computerized format by March 31st of the year in which the report is
				  due.
(6) A summary of the
				  depreciation calculations at the end of the calendar year by function or
				  account which includes the following information:
(i) Original cost balance.
(ii) Book reserve.
(iii) Net original cost.
(iv) Average service life and survivor
				  curve.
(v) Remaining life, for
				  utilities using that method.
(vi)
				  Annual accrual.
(vii) Annual
				  accrual rate.
Pennsylvania Code › Title 52 - PUBLIC UTILITIES › Part I - Public Utility Commission › Subpart C - Fixed Service Utilities › Chapter 73 - ANNUAL DEPRECIATION REPORTS, SERVICE LIFE STUDIES AND CAPITAL INVESTMENT PLANS › Section 73.5 - Service life study report

Current through Register Vol. 54, No. 28, July 13, 2024
(a) A
				  public utility with gross intrastate revenues in excess of $20 million per year
				  providing electric service, gas service or water service, except gas and
				  petroleum transportation pipeline companies, shall file a service life study
				  report every 5 years. The first service life study report shall be filed with
				  the Office of Special Assistants by August 31, 2000.
(b) The due dates for the service life study
				  report are as follows:
(1) Electric, water and
				  gas public utilities are due on or before August 31.
(2) If a public utility is required to file a
				  service life study report by an existing Commission Order or other directive,
				  the study period shall commence on January 1 of the year in which the last
				  report was filed.
(3) When a public
				  utility is required to file a service life study in response to a Commission
				  Order, the report shall be prepared consistent with formats and filing
				  deadlines specified in this chapter.
(4) Service life studies shall be based upon
				  the same body of historic data used in the annual depreciation
				  reports.
(5) The public utility
				  shall file a copy of the service life study report required under this chapter
				  with the Office of Consumer Advocate and the Office of Small Business Advocate
				  at the same time that it files the report with the Office of Special
				  Assistants.
Pennsylvania Code › Title 52 - PUBLIC UTILITIES › Part I - Public Utility Commission › Subpart C - Fixed Service Utilities › Chapter 73 - ANNUAL DEPRECIATION REPORTS, SERVICE LIFE STUDIES AND CAPITAL INVESTMENT PLANS › Section 73.6 - Format for filing service life study report

Current through Register Vol. 54, No. 28, July 13, 2024
(a) The public utility shall include the
				  following information in the service life study report:
(1) An explanation of methods used in
				  selecting average service lives and survivor curves, if applicable; any
				  significant changes in comparison with the previous service life study report;
				  and the impact of the proposed service lives on annual depreciation
				  expense.
(2) The exhibits shall
				  include the following:
(i) Account or category
				  number.
(ii) Account or category
				  description.
(iii) Present average
				  service life or average remaining life.
(iv) Present survivor curve, if
				  applicable.
(v) Proposed average
				  service life or average remaining life.
(vi) Proposed survivor curve, if
				  applicable.
(3) An
				  explanation by account or category of the individual factors used in selection
				  of an average service life, survivor curve or other depreciation parameter.
				  When a change from the previous average service life, survivor curve or other
				  depreciation parameter is proposed, the utility shall provide an explanation of
				  what developments brought about the change.
(4) When survivor curve comparisons are used,
				  a graph showing the developed, experienced or projected plant data, parameters
				  used to develop the plant data, and the selected survivor curve.
(5) An exhibit detailing the calculations
				  done to develop plant data for survivor curve or other depreciation parameter
				  comparisons, including a description of the parameters and an explanation of
				  the life tables and other data used.
(6) Interim service life studies on
				  individual accounts when circumstances indicate that a significant service life
				  estimate change may be warranted, or when requested by the Office of Special
				  Assistants.
(7) An exhibit of
				  depreciation calculations by function, account or rate category supporting
				  annual depreciation expense claims, including an explanation of methods
				  used.
Pennsylvania Code › Title 52 - PUBLIC UTILITIES › Part I - Public Utility Commission › Subpart C - Fixed Service Utilities › Chapter 73 - ANNUAL DEPRECIATION REPORTS, SERVICE LIFE STUDIES AND CAPITAL INVESTMENT PLANS › Section 73.7 - Capital investment plan report

Current through Register Vol. 54, No. 28, July 13, 2024
(a) A public utility with gross intrastate
				  revenues in excess of $20 million per year providing electric service, gas
				  service or water service, except gas and petroleum transportation pipeline
				  companies, shall file a capital investment plan report every 5 years. The first
				  capital investment plan report shall be filed with the Office of Special
				  Assistants by August 31, 2000.
(b)
				  Thereafter, the capital investment plan report for electric, water and gas
				  public utilities shall be filed with the Office of Special Assistants on or
				  before August 31 of the year in which the report is due.
(c) The public utility shall file a copy of
				  its capital investment plan report required under this chapter with the Office
				  of Consumer Advocate and the Office of Small Business Advocate at the same time
				  that it files the report with the Office of Special Assistants.
The provisions of this §
												73.7 amended under the Public
						Utility Code,
						66 Pa.C.S. §
													§
													501 and
						1501.
Pennsylvania Code › Title 52 - PUBLIC UTILITIES › Part I - Public Utility Commission › Subpart C - Fixed Service Utilities › Chapter 73 - ANNUAL DEPRECIATION REPORTS, SERVICE LIFE STUDIES AND CAPITAL INVESTMENT PLANS › Section 73.8 - Format for filing capital investment plan report

Current through Register Vol. 54, No. 28, July 13, 2024
The public utility shall include the following information
					 in the capital investment plan report:
(1) A summary with an overview of plans for
				  major project expansion, modification or other alteration of current and
				  proposed facilities.
(2) A
				  discussion of each major project expansion, modification or other alteration of
				  current and proposed facilities expected to commence before the next capital
				  investment plan report, or which was not addressed under this chapter in any
				  other capital investment plan report, including the following:
(i) An explanation of what need the
				  expansion, modification or other alteration of the facilities will
				  meet.
(ii) A summary of other
				  alternatives investigated to meet the need and criteria used in selecting the
				  expansion, modification or other alteration of the facilities, including a
				  discussion and explanation of alternatives considered and analyzed on an
				  economic and functional basis.
(iii) A description of the expansion,
				  modification or other alteration of the facilities including whether it entails
				  an enlargement of existing service (more equipment for more customers), or a
				  replacement of existing service (new equipment for the same
				  customers).
(iv) The effect of the
				  expansion, modification or other alteration of the facilities on the service
				  life of existing equipment.
(v) The
				  projected in-service date of the expansion, modification or alteration of the
				  facilities.
(vi) The cost of the
				  expansion, modification or other alteration and the associated original cost of
				  equipment of the facilities to be retired.
Pennsylvania Code › Title 52 - PUBLIC UTILITIES › Part I - Public Utility Commission › Subpart C - Fixed Service Utilities › Chapter 73 - ANNUAL DEPRECIATION REPORTS, SERVICE LIFE STUDIES AND CAPITAL INVESTMENT PLANS › Section 73.9 - Processing of filings under this chapter

Current through Register Vol. 54, No. 28, July 13, 2024
(a) When the annual depreciation report is
				  based upon previously approved service lives, depreciation parameters or
				  methods, the public utility's annual depreciation report will be deemed
				  approved by the Commission, for accounting purposes only, 120 days from the
				  filing date unless the Commission takes other action.
(b) A service life study or annual
				  depreciation report containing proposed changes to service lives or other
				  depreciation parameters or methods, will be deemed approved by the Commission,
				  for accounting purposes only, within 180 days from the filing date unless the
				  Commission takes other action. The filing utility may request Commission
				  authorization to implement proposed changes in a new service life
				  study.
(c) In subsequent ratemaking
				  proceedings, the most recent annual depreciation report or service life study
				  approved or deemed approved for accounting purposes only under this chapter,
				  constitutes a rebuttable presumption as to the reasonableness of the accrued
				  depreciation claimed for ratemaking purposes, and the burden of proving the
				  unreasonableness of the accrued depreciation shall be on the challenging
				  party.
(d) Capital investment plans
				  are for informational purposes only and are not endorsed or approved for any
				  purpose due to actions or inactions by the Commission under this
				  chapter.
Pennsylvania Code › Title 52 - PUBLIC UTILITIES › Part I - Public Utility Commission › Subpart C - Fixed Service Utilities › Chapter 74 - PERFECTION OF SECURITY INTERESTS IN INTANGIBLE TRANSITION PROPERTY › Section 74.1 - Purpose

Current through Register Vol. 54, No. 28, July 13, 2024
This chapter implements the ministerial requirements of
					 section 2812(d)(1)-(4) of the act (relating to security interests in intangible
					 transition property) governing the perfection of a security interest in
					 intangible transition property and the filing of notice of transfer to an
					 assignee of an interest in intangible transition property. This chapter
					 establishes the recordkeeping regulations and requirements and provides
					 technical rules on administration concerning the perfection of the security
					 interests and the filing of the notices of transfer to an assignee. This
					 chapter also establishes how an intangible transition property notice is filed,
					 what a filing must contain and what obligatory record retention requirements
					 are imposed on the Commission. This chapter governs notice, amendment,
					 effectiveness, and termination of the perfection of a security interest and
					 notice of transfer to an assignee.
Pennsylvania Code › Title 52 - PUBLIC UTILITIES › Part I - Public Utility Commission › Subpart C - Fixed Service Utilities › Chapter 74 - PERFECTION OF SECURITY INTERESTS IN INTANGIBLE TRANSITION PROPERTY › Section 74.3 - Information, filing and hours

Current through Register Vol. 54, No. 28, July 13, 2024
(a)
				  Information on the procedures and forms for filing under this chapter,
				  submittals, requests and other information or instructions supplementing this
				  chapter in special instances can be obtained upon request:
Office of the Prothonotary
Pennsylvania Public Utility Commission
Attention: Filing Officer
P. O. Box 3265
Harrisburg, Pennsylvania 17105-3265
If hand carried or delivered by courier, submittals,
					 requests or other information shall be delivered as follows:
Office of the Prothonotary
Attention: Filing Officer
Pennsylvania Public Utility Commission
Harrisburg, Pennsylvania 17120
(b) A filing, information request concerning
				  the procedures and forms for filing under this chapter, submittals, requests
				  and other information or instructions supplementing this chapter in special
				  instances shall be sent to the attention of the filing officer.
Pennsylvania Code › Title 52 - PUBLIC UTILITIES › Part I - Public Utility Commission › Subpart C - Fixed Service Utilities › Chapter 74 - PERFECTION OF SECURITY INTERESTS IN INTANGIBLE TRANSITION PROPERTY › Section 74.4 - Place of filing

Current through Register Vol. 54, No. 28, July 13, 2024
(a)
Place of filing.
An intangible transition property notice
				  shall be filed with the filing officer of the Commission by the filing party
				  and be accompanied by the payment of the filing fees established by the
				  Commission.
(b)
Effect of
				  successor entity on filing.
An effective intangible transition
				  property notice continues in force and effect even though the grantor or
				  assignor whose intangible transition property notice is (or originally was) the
				  subject of a filing merges, consolidates or otherwise reorganizes.
Pennsylvania Code › Title 52 - PUBLIC UTILITIES › Part I - Public Utility Commission › Subpart C - Fixed Service Utilities › Chapter 74 - PERFECTION OF SECURITY INTERESTS IN INTANGIBLE TRANSITION PROPERTY › Section 74.5 - Intangible transition property notice requirements; amendment; forms; error; recharacterization

Current through Register Vol. 54, No. 28, July 13, 2024
(a)
General rule.
An intangible transition property notice will be
				  deemed sufficient if it provides the following:
(1) The name of the grantor or
				  assignor.
(2) The address of the
				  grantor or assignor.
(3) A
				  signature of an authorized person acting on behalf of the grantor or
				  assignor.
(4) The name of the
				  financing party or assignee.
(5)
				  The address of the financing party or assignee from which information
				  concerning the security interest or transfer of an interest in intangible
				  transition property may be obtained.
(6) The signature of an authorized person
				  acting on behalf of the financing party or assignee.
(7) A statement setting forth whether all or
				  a portion of the recovery permitted under the qualified rate order (from which
				  the intangible transition property is derived) is covered by the intangible
				  transition property notice. If the portion covered by an intangible transition
				  property notice relates to less than all of the qualified rate order, the
				  portion or the amount thereof to which the intangible transition property
				  notice relates shall be stated.
(8)
				  A statement (subject to subsection (h)) of whether the intangible transition
				  property notice is intended to be filed to perfect a security interest in
				  intangible transition property or to give notice of a transfer of an interest
				  in intangible transition property to an assignee.
(9) The qualified rate order docket number
				  from which the intangible transition property is derived.
(10) The general docket
				  number.
Pennsylvania Code › Title 52 - PUBLIC UTILITIES › Part I - Public Utility Commission › Subpart C - Fixed Service Utilities › Chapter 74 - PERFECTION OF SECURITY INTERESTS IN INTANGIBLE TRANSITION PROPERTY › Section 74.7 - Termination notice; filing officer

Current through Register Vol. 54, No. 28, July 13, 2024
(a)
General rule.
Whenever
				  there is no outstanding secured obligation and no commitment to make advances,
				  incur obligations or otherwise give value, the financing party shall on written
				  demand by the grantor send the grantor a termination notice to the effect that
				  it no longer claims a security interest under the applicable intangible
				  transition property notice, which shall be identified by its file number. A
				  termination notice signed by a person other than the financing party of record
				  shall be accompanied by a separate written notice of assignment of the security
				  interest signed by the financing party of record and complying with this
				  chapter, including payment of the required fee. If the affected financing party
				  fails to file a termination notice or send a termination notice within 10 days
				  after proper demand therefor, the financing party shall be liable for the loss
				  caused to the grantor by reason of the failure.
(b)
Duties of filing
				  officer.
On presentation to the filing officer of a termination
				  notice, the filing officer shall mark the date and time of filing on the
				  termination notice. If the filing officer has received the termination notice
				  in duplicate, the filing officer will return one copy of the termination notice
				  to the financing party marked to show the date and time of filing thereof. The
				  filing officer may remove the original, microfilm or other photographic record
				  from the file no sooner than 1 year after receipt of the termination
				  notice.
Pennsylvania Code › Title 52 - PUBLIC UTILITIES › Part I - Public Utility Commission › Subpart C - Fixed Service Utilities › Chapter 74 - PERFECTION OF SECURITY INTERESTS IN INTANGIBLE TRANSITION PROPERTY › Section 74.8 - Assignment of security interest or interest of an assignee; filing officer

Current through Register Vol. 54, No. 28, July 13, 2024
(a)
Assignment disclosed in intangible transition property notice.
An intangible transition property notice may disclose an assignment of a
				  security interest of a financing party or of the interest of an assignee in the
				  intangible transition property described in a filed intangible transition
				  property notice by indication in the notice of the name and address of the
				  transferee. Either the original financing party or assignee or the transferee
				  may sign this statement as the financing party or assignee. On presentation to
				  the filing officer of an intangible transition property notice, the filing
				  officer will mark it as provided for in this chapter.
(b)
Separate notice of
				  assignment.
A financing party or assignee of record may assign all or
				  a part of its rights under an intangible transition property notice by
				  submitting a separate written notice of assignment signed by the financing
				  party or assignee of record and setting forth the name of the financing party
				  or assignee of record, the grantor or assignor, the file number and the filing
				  date of the intangible transition property notice and the name and address of
				  the transferee, a description of the interest in the intangible transition
				  property assigned, the qualified rate order docket number for the qualified
				  rate order from which the intangible transition property is derived, and the
				  general docket number. A copy of the assignment is sufficient as a separate
				  notice if it complies with the preceding sentence. On presentation to the
				  filing officer of a separate notice which complies with this section, the
				  filing officer will mark a separate notice with the date and time of the
				  filing. The filing officer will mark the assignment on the indices of the
				  intangible transition property notice or enter the assignment information into
				  the computerized system for intangible transition property notices.
(c)
Status of transferee.
After the filing of an assignment under this section, the transferee becomes
				  the financing party or assignee of record as to the interest
				  assigned.
Pennsylvania Code › Title 52 - PUBLIC UTILITIES › Part I - Public Utility Commission › Subpart C - Fixed Service Utilities › Chapter 74 - PERFECTION OF SECURITY INTERESTS IN INTANGIBLE TRANSITION PROPERTY › Section 74.9 - Release or retransfer; filing officer

Current through Register Vol. 54, No. 28, July 13, 2024
(a) A financing party or assignee of record
				  may by its signed notice release or retransfer all or a part of its interest in
				  intangible transition property described in a filed intangible transition
				  property notice.
(b) The notice of
				  a release or retransfer is sufficient if it contains the following:
(1) A description of the intangible
				  transition property being released or retransferred.
(2) The name and address of the grantor or
				  assignor.
(3) The name and address
				  of the financing party or assignee.
(4) The file number of the intangible
				  transition property notice.
(5) The
				  qualified rate order docket number for the qualified rate order from which the
				  intangible transition property is derived.
(6) The general docket
				  number.
Pennsylvania Code › Title 52 - PUBLIC UTILITIES › Part I - Public Utility Commission › Subpart C - Fixed Service Utilities › Chapter 74 - PERFECTION OF SECURITY INTERESTS IN INTANGIBLE TRANSITION PROPERTY › Section 74.10 - Information requests; filing officer

Current through Register Vol. 54, No. 28, July 13, 2024
(a)
Marking copy of intangible
				  transition property notice filed.
If the filing party submitting an
				  intangible transition property notice, continuation notice, termination notice,
				  notice of assignment, notice of release or notice of retransfer, furnishes the
				  filing officer with a copy, the filing officer will upon request mark upon the
				  copy the file number and date and time of the filing of the original and
				  deliver or send the copy to the filing party.
(b)
Furnishing certificates and
				  copies.
Upon request of a person, the filing officer will issue a
				  certificate showing whether there is on file on the date and time stated
				  therein, a presently effective intangible transition property notice naming a
				  particular grantor or assignor and a notice of assignment and, if there is,
				  giving the date and time of filing of each notice and the names and addresses
				  of each financing party or assignee named therein. A certificate will also show
				  whether there is on file on the date and time stated therein, a notice
				  affecting intangible transition property of the grantor or assignor, and if
				  there is, giving the date and time of filing of each notice. Upon request, the
				  filing officer will furnish, upon payment of the requisite fee, a copy of a
				  filed intangible transition property notice, or notice affecting intangible
				  transition property of a grantor or assignor, or a continuation notice,
				  termination notice, notice of assignment, notice of release or notice of
				  retransfer respecting an intangible transition property notice.
Pennsylvania Code › Title 52 - PUBLIC UTILITIES › Part I - Public Utility Commission › Subpart C - Fixed Service Utilities › Chapter 74 - PERFECTION OF SECURITY INTERESTS IN INTANGIBLE TRANSITION PROPERTY › Section 74.11 - Record retention; admissibility; filing officer

Current through Register Vol. 54, No. 28, July 13, 2024
In lieu of retaining the original of a filing, a filing
					 officer may make microfilm, photographic, photostat, electronic or other copies
					 which accurately reproduce an original and may thereafter dispose of the
					 originals so copied, and the copy will be admissible in evidence in a
					 proceeding with the same effect as though it were an original. If a filing
					 officer upon making a copy of a paper disposes of the original, then upon the
					 filing of a termination notice the filing officer will be relieved of the
					 duties imposed regarding the underlying intangible transition property notice,
					 and instead will mark the termination notice on the index and will send to the
					 financing party an acknowledgement of the filing of the termination
					 notice.
Pennsylvania Code › Title 52 - PUBLIC UTILITIES › Part I - Public Utility Commission › Subpart C - Fixed Service Utilities › Chapter 74 - PERFECTION OF SECURITY INTERESTS IN INTANGIBLE TRANSITION PROPERTY › Section 74.12 - Fees

Current through Register Vol. 54, No. 28, July 13, 2024
(a) The fees are
				  those in §
										1.43(a) 
				  (relating to schedule of fees payable to the Commission) for services. The fees
				  in §
										1.43(a) governing
				  this chapter are based on the total direct and indirect administrative cost of
				  providing the service, including staffing and infrastructure support, necessary
				  to effectuate the perfection of a security interest under the act and as
				  required by 66 Pa. Code § 317(a) (relating to fees for services rendered
				  by Commission).
(b) The initial
				  filing fee will be that in §
										1.43 for the filing of Form A. The
				  fee for changes and other actions with respect to an intangible transition
				  property notice in connection with an amendment, assignment, continuation,
				  release, retransfer or termination will be that in §
										1.43 for the filing of Form B. The
				  forms will be available from the filing officer of the Commission. The fee for
				  information requests relating to this chapter is the fee in §
										1.43 for Chapter 74 related public
				  information requests.
Pennsylvania Code › Title 52 - PUBLIC UTILITIES › Part I - Public Utility Commission › Subpart C - Fixed Service Utilities › Chapter 74 - PERFECTION OF SECURITY INTERESTS IN INTANGIBLE TRANSITION PROPERTY › Section 74.13 - Forms officer

Current through Register Vol. 54, No. 28, July 13, 2024
The filing officer shall also be the forms officer
					 responsible for providing Forms to the public. The forms will include, at a
					 minimum, the following:
(1) Form A, in
				  Appendix A, for intangible transition property notice.
(2) Form B, in Appendix B, for any amendment,
				  assignment, continuation, release, retransfer or termination of interest in an
				  intangible transition property notice.
(3) An established fee schedule.
(4) Other forms as may be necessary to
				  effectuate the perfection of a security interest under the act and this
				  chapter.
Pennsylvania Code › Title 52 - PUBLIC UTILITIES › Part I - Public Utility Commission › Subpart C - Fixed Service Utilities › Chapter 74 - PERFECTION OF SECURITY INTERESTS IN INTANGIBLE TRANSITION PROPERTY › Section 74.14 - Additional Commission filings; Commission information filing

Current through Register Vol. 54, No. 28, July 13, 2024
(a)
Commission filing.
The filing officer may place a copy of any
				  filing in the Commission's general docket and in the qualified rate order
				  docket related to the intangible transition property covered by any intangible
				  transition property notice.
(b)
Informational filing.
The filing officer will forward to the
				  Department of State, for informational purposes only, a copy of any filing in
				  accordance with the procedures and fees as determined to be necessary by the
				  Department of State. Any failure of the Commission to make such an
				  informational filing shall have no effect whatsoever on the perfection of a
				  security interest in or transfer of an interest in intangible transition
				  property under section 2812(d) of the act (relating primarily to perfection of
				  security interests in intangible transition property). The Commission is not
				  liable in law or equity for failure to make the informational filing.
Pennsylvania Code › Title 52 - PUBLIC UTILITIES › Part I - Public Utility Commission › Subpart C - Fixed Service Utilities › Chapter 74 - PERFECTION OF SECURITY INTERESTS IN INTANGIBLE TRANSITION PROPERTY › Appendix A

Current through Register Vol. 54, No. 28, July 13, 2024
For Filing Officer Only
File Number:
Filing Date:
Form A
Intangible Transition Property Notice
General Docket Number:
M-00970937
Name of Grantor or Assignor:
Address of Grantor or Assignor:
Name of Financing Party or Assignee:
Address of Financing Party or Assignee from which
					 Information concerning the Security Interest or Transfer in Interest Intangible
					 Transition Property may be obtained:
This Intangible Transition Property Notice covers the
					 Intangible Transition Property arising from the following Qualified Rate
					 Order:
Commission Docket Number:
Date of Entry:
State whether the Intangible Transition Property Notice
					 relates to all the above Qualified Rate Order and the amount of Intangible
					 Transition Property arising therefrom, or only to a portion of such Order or
					 Amount:
_______
All
________
Portion
If "Portion" is checked, state either:
The Portion of the Qualified Rate Order to which this
					 Notice relates (by reference to the applicable section(s) or paragraphs(s) of
					 the Order:
OR
The Amount of the Intangible Transition Property to which
					 this Notice relates (in comparison to the Total Amount of such
					 property):
$ ________
of a Total of $
________
Check one:
___
This Form A is filed to Perfect a Security Interest in
					 Intangible Transition Property.
___
This Form A is filed to give notice of a Transfer of an
					 Interest in Intangible Transition Property to an Assignee.
_________
Signature of Grantor
Signature of Financing
or Assignor
Party or Assignor
Pennsylvania Code › Title 52 - PUBLIC UTILITIES › Part I - Public Utility Commission › Subpart C - Fixed Service Utilities › Chapter 74 - PERFECTION OF SECURITY INTERESTS IN INTANGIBLE TRANSITION PROPERTY › Appendix B

Current through Register Vol. 54, No. 28, July 13, 2024
Form B
Intangible Transition Property Notice
					 Changes
This Intangible Transition Property Notice filing relates
					 to an Intangible Transition Property Notice originally filed at
_________
(File Number). The P.U.C. General Docket relating to such
					 filing is Docket No. M-00970937 and the Qualified Rate Order Docket No. is
_________.
Name of Grantor or Assignor:
Address:
Name of Financing Party or Assignee of Record:
Address:
The following change in the intangible transition property
					 notice is contemplated by this filing: (Check One):
___
Amendment: The original Intangible Transition Property
					 Notice identified above is amended as set forth below.
___
Assignment: The Financing Party or Assignee of record has
					 assigned to the transferee, whose name and address is set forth below, rights
					 in the Intangible Transition Property described above under the original
					 Intangible Transition Property Notice identified above.
___
Certificate: Request showing whether there is on file on
					 the date and hour stated therein, a presently effective Intangible Transition
					 Property Notice based on information provided to the Filing Officer.
___
Continuation: The original Intangible Property Notice
					 identified above is still effective.
___
Release: The Financing Party of record has released the
					 Intangible Transition Property described below from the Intangible Transition
					 Property covered by the original Intangible Transition Property Notice
					 identified above.
___
Retransfer: The Assignee of record has retransfered the
					 Intangible Transition Property described below from the Intangible Transition
					 Property covered by the original Intangible Transition Property Notice
					 identified above.
___
Termination: The Financing Party of record is no longer
					 claiming a security interest in the Intangible Transition Property described in
					 the original Intangible Transition Property Notice identified above.
Description
The following describes the Intangible Transition Property
					 added by amendment, assigned, released, retransferred, terminated, or
					 describing any other amendment to the Intantible Transition Property
					 Notice:
Transferee Name:
Transferee Address:
Description of the Intangible Transition Property added by
					 amendment, assigned, released, retransfered, terminated, or describing any
					 other amendment to the Intangible Transition Property Notice:
______________
Signature of Financing Party or
Assignee of record
______________
Signature of Grantor or Assignor
_________________________________________________________________
Pennsylvania Code › Title 52 - PUBLIC UTILITIES › Part I - Public Utility Commission › Subpart C - Fixed Service Utilities › Chapter 75 - ALTERNATIVE ENERGY PORTFOLIO STANDARDS › Subchapter A - GENERAL PROVISIONS › Section 75.1 - Definitions

Current through Register Vol. 54, No. 28, July 13, 2024
The following words and terms, when used in this chapter,
						have the following meanings unless the context clearly indicates
						otherwise:
Act
-The Alternative Energy Portfolio
						Standards Act (73 P.S. §
												§
												1648.1-1648.8), as amended by
						66 Pa.C.S. §
												2814 (relating to additional alternative
						energy sources).
Aggregator
-A person or entity that
						maintains a contract with multiple individual alternative energy system owners
						to facilitate the sale of alternative energy credits on behalf of multiple
						alternative energy system owners.
Alternative energy credit
-A tradable
						instrument that is used to establish, verify and monitor compliance with the
						act. A unit of credit must equal 1 megawatt hour of electricity from an
						alternative energy source. An alternative energy credit shall remain the
						property of the alternative energy system until the alternative energy credit
						is voluntarily transferred by the alternative energy system.
Alternative energy sources
-The term
						includes the following existing and new sources for the production of
						electricity:
(i) Solar photovoltaic or
					 other solar electric energy.
(ii)
					 Solar thermal energy.
(iii) Wind
					 power.
(iv) Large-scale hydropower,
					 which means the production of electric power by harnessing the hydroelectric
					 potential of moving water impoundments, including pumped storage that does not
					 meet the requirements of low-impact hydropower.
(v) Low-impact hydropower consisting of any
					 technology that produces electric power and that harnesses the hydroelectric
					 potential of moving water impoundments if one of the following applies:
(A) The hydropower source has a Federal
					 Energy Regulatory Commission (FERC) licensed capacity of 21 MW or less and was
					 issued its license by January 1, 1984, and was held on July 1, 2007, in whole
					 or in part, by a municipality located wholly within this Commonwealth or by an
					 electric cooperative incorporated in this Commonwealth.
(B) The incremental hydroelectric
					 development:
(I) Does not adversely change
					 existing impacts to aquatic systems.
(II) Meets the certification standards
					 established by the Low Impact Hydropower Institute and American Rivers, Inc.,
					 or their successors.
(III) Provides
					 an adequate water flow for protection of aquatic life and for safe and
					 effective fish passage.
(IV)
					 Protects against erosion.
(V)
					 Protects cultural and historic resources.
(VI) Was completed after the effective date
					 of the act.
Pennsylvania Code › Title 52 - PUBLIC UTILITIES › Part I - Public Utility Commission › Subpart C - Fixed Service Utilities › Chapter 75 - ALTERNATIVE ENERGY PORTFOLIO STANDARDS › Subchapter B - NET METERING › Section 75.11 - Scope

Current through Register Vol. 54, No. 28, July 13, 2024
This subchapter sets forth net metering requirements that
						apply to EGSs and EDCs which have customer-generators intending to pursue net
						metering opportunities in accordance with the act.
Pennsylvania Code › Title 52 - PUBLIC UTILITIES › Part I - Public Utility Commission › Subpart C - Fixed Service Utilities › Chapter 75 - ALTERNATIVE ENERGY PORTFOLIO STANDARDS › Subchapter B - NET METERING › Section 75.13 - General provisions

Current through Register Vol. 54, No. 28, July 13, 2024
(a) EDCs
					 and DSPs shall offer net metering to customer-generators that generate
					 electricity on the customer-generator's side of the meter using Tier I or Tier
					 II alternative energy sources, on a first come, first served basis. To qualify
					 for net metering, the customer-generator shall meet the following conditions:
(1) Have electric load, independent of the
					 alternative energy system, behind the meter and point of interconnection of the
					 alternative energy system. To be independent of the alternative energy system,
					 the electric load must have a purpose other than to support the operation,
					 maintenance or administration of the alternative energy system.
(2) The owner or operator of the alternative
					 energy system may not be a utility.
(3) The alternative energy system must have a
					 nameplate capacity of not greater than 50 kW if installed at a residential
					 service location.
(4) The
					 alternative energy system must have a nameplate capacity not larger than 3 MW
					 at other customer service locations, except when the alternative energy system
					 has a nameplate capacity not larger than 5 MW and meets the conditions in
					 §
												75.16 (relating to large
					 customer-generators).
(5) An
					 alternative energy system with a nameplate capacity of 500 kW or more must have
					 Commission approval to net meter in accordance with §
												75.17 (relating to process for
					 obtaining Commission approval of customer-generator
					 status).
Pennsylvania Code › Title 52 - PUBLIC UTILITIES › Part I - Public Utility Commission › Subpart C - Fixed Service Utilities › Chapter 75 - ALTERNATIVE ENERGY PORTFOLIO STANDARDS › Subchapter B - NET METERING › Section 75.15 - Treatment of stranded costs

Current through Register Vol. 54, No. 28, July 13, 2024
If a net metering small commercial, commercial or
						industrial customer's self-generation results in a 10% or more reduction in the
						customer's purchase of electricity through the EDC's transmission and
						distribution network for an annualized period when compared to the prior
						annualized period, the net metering small commercial, commercial or industrial
						customer shall be responsible for its share of stranded costs to prevent
						interclass or intraclass cost shifting under
						66 Pa.C.S. §
												2808(a) (relating to
						competitive transition charge). The net metering small commercial, commercial
						or industrial customer's stranded cost obligation shall be calculated based
						upon the applicable "base year" as defined in this chapter.