Section 57.258. Record retention and reporting requirements

(a) An EDC shall maintain the following records:

(1) Updated lists of all qualified advanced meters and meter-related devices.

(2) General summary of procedures for advanced meter or meter-related device acquisition and installation.

(3) The date of advanced meter purchase request by customer and supplier and date of installation.

(4) The summary of qualified advanced meters deployed, including name of manufacturer and serial numbers.

(5) The summary of the characteristics and capabilities of each qualified advanced meter deployed.

(b) An EDC shall retain and make available to the general public upon request information required under subsection (a)(1) and (2). An EDC shall retain and make available to the Commission upon request the information required under subsection (a)(3)—(5). The EDC shall retain the information required under subsections (a)(3)—(5) for 1-calendar year from the date of qualified advanced meter or meter-related device deployment.

(c) An EDC and EGS shall retain a summary of executed customer terms of service disclosure statements which includes advanced metering provisions as provided in § 57.259 (relating to customer education on advanced metering) and shall be available for Commission review upon request. The EDC and EGS shall retain the summary information regarding an individual customer for a 3-year period commencing from the date of execution of the terms of the service disclosure statement.