Section 73.8. Format for filing capital investment plan report

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.

(3) A discussion of anticipated major expansions, modifications or other alterations of the facilities which are not addressed under this chapter, including replacement schedules for major facilities and anticipated expansions, modifications or alterations of facilities affecting projected service lives of facilities.

(4) When the material is provided in the utility’s annual resource planning report, specific references shall be made to the section of that report where the data may be found.

(5) A utility may designate portions of its capital investment planning report as confidential subject to challenges by the Office of Trial Staff, the Office of Consumer Advocate, the Office of Small Business Advocate or other participants.

(6) When the information required by this section has been provided in another required report to the Commission, the utility shall notify the Office of Special Assistants as to the location of the information. If that information was not previously filed in the electronic format designated by the Office of Special Assistants, the information shall either be submitted in, or converted to, the electronic format required under this chapter.