(A) Each electric utility which seeks recovery of transmission and transmission-related costs shall file an application with the commission for a transmission cost recovery rider. The initial application shall include all information set forth in the appendix to this rule.
(B) Each electric utility with an approved transmission cost recovery rider shall update the rider on an annual basis pursuant to a schedule set forth by commission order. Each application to update the transmission cost recovery rider shall include all information set forth in the appendix to this rule.
(C) The commission may order that consultants be hired, with the costs billed to the electric utility and recoverable through the rider, to conduct prudence and/or financial reviews of the costs incurred and recovered through the transmission cost recovery rider.
(D) Each annual application to update the transmission cost recovery rider should be made not less than seventy-five days prior to the proposed effective date of the updated rider.
(E) If at anytime during the period between annual update filings, the electric utility or staff determines that costs are or will be substantially different than the amounts authorized as the result of the electric utility's previous application, the electric utility should file, on its own initiative or by order of the commission, an interim application to adjust the transmission cost recovery rider in order to avoid excessive carrying costs and to minimize rate impacts for the following update filing.
(F) Affected parties may file a motion to intervene and detailed comments on any issues concerning any application filed under this rule within forty days of the date of the filing of the application.
Appendix to Rule 4901:1-36-03
Schedule I.D. Schedule Name and Required Data
A-1 Copy of proposed tariff schedules
A-2 Copy of redlined current tariff schedules
B-1 Summary of Total Projected Transmission Costs/Revenues
Provide the total forecasted cost/revenue for each cost component.
Include all costs and related revenues, network integration transmission service, ancillary service, regional transmission organization related, and reconciliation adjustment.
Indicate whether each component is energy or demand related
B-2 Summary of Current verses Proposed Transmission Revenues
Provide table that includes billing determinants for each class applied to current transmission cost recovery rider rates and proposed transmission cost recovery rider rates, including current and proposed class revenues, and the dollar and percentage difference
B-3 Summary of Current and Proposed Rates
For each rate class provide the current transmission cost recovery rider rate and proposed transmission cost recovery rider rate, the dollar difference and percentage change.
For each cost/revenue component provide a bar graph of quarterly actual transmission cost recovery rider costs for the most recent two-year period.
Also include the original projected cost for each quarter.
Also include the next period projections on the graph.
B-5 Typical Bill Comparisons
Provide a typical bill comparison for each rate schedule affected by the proposed adjustments to the transmission cost recovery rider.
C-1 Projected Transmission Cost Recovery Rider Costs
For each cost/revenue component include the monthly projected transmission cost recovery rider costs/revenues.
C-2 For each rate schedule provide the monthly projected cost.
C-3 Provide the projected transmission cost recovery rider rate calculations.
Provide all necessary support for the rate calculations, including support for demand and energy allocators.
D-1 Reconciliation Adjustment
Provide actual transmission cost recovery rider costs for each component used to calculate reconciliation adjustment.
D-2 Provide monthly revenues collected from each rate schedule.
D-3 Provide monthly over and under recovery.
D-3a...z Include all additional and necessary schedules for support, including, but not limited to:
*Carrying cost calculation.
*Reconciliation of throughput to Company financial records.
*Reconciliation of one month's bill from RTO to Financial Records of the company