font-size:-+
OEB logo

Reporting & Record Keeping Requirements

Upcoming Filings and Changes to Forms

 

Forms online the week of March 23, 2015.

FILING

CHANGES TO FORMS

Electricity

E2.1.1

Added:

1595

Sub-account Disposition of Account Balances Approved in 2015

Removed:

1508

Sub-account Financial Assistance Payment and Recovery variance - Ontario Clean Energy Benefit

E2.1.2

Added:
A new table to separately report Wholesale Market Participant information. As a result, wholesale market participants have been removed from the Rate Class table.

Reporting by distributor-specific rate classes:
Previously, the Board requested distributors to report customer number information for rate classes on an aggregate level that was common to all distributors (e.g., Residential, GS < 50 kW, GS > 50 kW, etc.).  Going forward, the data input forms are formatted for the input of information specific to a distributor’s approved set of rate classes.  Distributors will input customer number information at this level of detail.  This additional information is intended to enable further streamlining of the application process for formulaic adjustments to rates during an incentive rate-setting period.

E2.1.3

N/A

E2.1.4

Added:
Forms are redesigned for input of information on interruptions, customer-interruptions, customer-hours of interruption as required separately for each Cause Code (RRR 2.1.4.2.5). As a result, there is a separate form for each cause code displaying the twelve months of the year for data input.

Input forms to report new practices impacting reliability as required (RRR 2.1.4.2.6).

Input on majority identification of outage start time required (RRR 2.1.4.2.7).

The new or redesigned forms for the above three sections do not represent changes to the reporting requirements under the Board-approved policies for the RRRs but rather to facilitate the input of information as intended for reporting under the specific requirements of section RRR 2.1.4.2.

Summary tab created to provide ease of checking the ESQR annual percentages.

Removed:
Reporting on Momentary Average Interruption Frequency Index (MAIFI).
Input of data into 4 tables – SAIDI, SAIFI, Adjusted SAIDI, and Adjusted SAIFI – is no longer required, as this information is auto-calculated from the monthly information on outages provided by Cause Code (see above).

E2.1.5.1 (Labour)

No change.

E2.1.5.2 (Capital)

No change in content.

New business rule:

  • The breakout of information for gross capital additions (all), gross capital additions (high voltage) and capital expenditures provides a box for “Other” to capture items not specifically stated on the form. Please note that an entry in the “Other” box must be accompanied by an explanation in the accompanying box “Other-explanation.”

E2.1.5.3 (Supply & Delivery)

No change in content

New business rule:

  • Boxes showing inflows from IESO/host and deliveries cannot be less than/equal to zero or blank.

E2.1.5.4 (Demand & Revenue)

No change in content.

Added:
Separate breakout and table to report Wholesale Market Participant information. Wholesale market participants have been removed from the Rate Class table.

Separate table for Annual Billings information.

Reporting by distributor-specific rate classes
Previously, the Board requested distributors to report consumption information for rate classes on an aggregate level that were common to all distributors (e.g., Residential, GS < 50 kW, GS > 50 kW, etc.).  Going forward, the data input forms are formatted for the input of information specific to a distributor’s Board-approved set of rate classes.  Distributors will input customer consumption information at this level of detail.  As with the changes to 2.1.2, this additional information is intended to enable further streamlining of the application process for formulaic adjustments to rates during an incentive rate-setting period.

New business rule:

  • If consumption is reported in a rate class, then annual billings must be reported as well, and vice versa.

E2.1.5.5 (Utility Characteristics)

Added:
A new layout has been designed for collection of information on the number of transformer stations/transformers.

New business rule:

  • Peak load information reported cannot be blank or less than/equal to zero.

E2.1.5.6 (ROE)

Added:
A new form similar to the spreadsheet template for the return on equity (ROE) calculation is now provided for completion electronically in the RRR portal. The provision of this form has eliminated the no need to email a spreadsheet to Board staff as in previous years.

A distributor’s Achieved and Deemed ROE captured in this form will be used for presentation on its Scorecard.

E2.1.6 (AFS)

A distributor’s audited financial statements (AFS) in a PDF document are required to be uploaded in the E-filing system. No AFS’s are required to be sent to the Board Secretary’s Office or Board staff as were sent in previous years.

E2.1.7

Added:

1557

Meter Cost Deferral Account

1508

Sub-account (Incremental Capital Expenditures) Accumulated Depreciation

2105

Sub-account Accumulated Depreciation for Specifically Identified Asset Accounts

1595

Sub-account Principal Balances Approved in 2014

1595

Sub-account Carrying Charges Approved in 2014

1595

Sub-account Carrying Charges for Net Principal in 2014

Removed:

1508

Incremental Capital Charges

1508

Sub-account Financial Assistance Payment and Recovery variance - Ontario Clean Energy Benefit

1592

Sub-account HST/OVAT Input Tax Credits

1595

Sub-account Principal Balances Approved in 2013

1595

Sub-account Carrying Charges Approved in 2013

1595

Sub-account Carrying Charges for Net Principal in 2013

New Tab:
For Group 1 account balances, distributors are to input the principal and interest balances separately at the fiscal-year end for each account in the designated fields in a new form.  This additional information is intended to enable further streamlining of the application process for formulaic adjustments to rates during an incentive rate-setting period.
account descriptions

New business rules:

  • Cash and cash equivalents category cannot be less than zero.
  • Intercompany receivables cannot be less than zero.
  • Intercompany payables cannot be less than zero.

E2.1.8

No change.

E2.1.9

N/A

E2.1.10

No change.

E2.1.11

No change.

E2.1.12

N/A

E2.1.13 (Mapping)

Added:
An Excel spreadsheet document providing the mapping of information for this reporting requirement is to be uploaded in E-filing Services.  No mapping document is to be sent to the Board Secretary’s Office or Board staff as were sent in previous years.

E2.1.14

New business rule:

  • If a number for a net metering generation facility is reported, the installed capacity (kW) for the facility must be reported as well and vice-versa.
  • For each type of generation, the average installed capacity per facility should generally not exceed 500 kW.

E2.1.15

No change in required content.

Added:
An improved layout of the data table.

New business rules:

  • If the number of reported Connection Impact Assessments (CIAs) is greater than zero, then the installed reported capacity of the facility should be greater than zero and vice versa.

E2.1.16

No change in content.

New business rule:

  • The total number of LEAP emergency financial assistance applicants should equal the sum of number of applicants denied and number of applicants assisted.

E2.1.17

No change.

E2.1.18

No change.

E2.1.19

Added:
New form for the Reporting of Billing Accuracy Measure (for the October 1 to December 31, 2014 reporting period) as per the Board’s letter dated July 17, 2014.

E2.2

Added:
The electronic filings of CEO’s self-certifications are mandatory for all distributors. No hardcopies of this document will be accepted.

 

 

Page last updated 2015-03-05

Bookmark and Share
mobile versiondesktop version