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IllinoisAmerican Water Company Jurisdictional Rate Base Summary by ICC Account For the twelve months ended December 31, 2025 Docket No. 240097 Section 285.2005 Schedule B1 Witness Responsible: Jessica Haugen Page 1 of 5Total Company Workpaper Reference: ___Line No. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32Supporting ScheduleICC Account NumberRate Base ComponentTest Year Dec2025Adjusted Test Year Dec2025Terminal Test Year Dec2025B4101106Gross

How to fill out jurisdictional rate base summary

How to fill out jurisdictional rate base summary

1. Gather all necessary financial statements and data related to the assets under jurisdiction.
2. Identify the relevant jurisdictional boundaries and requirements for reporting.
3. List all assets and categorize them by type, ensuring accurate classification.
4. Determine the allowable costs associated with each asset, including acquisition, improvement, and maintenance costs.
5. Calculate the rate base for each jurisdiction by applying the appropriate formulas and adjustments as required.
6. Compile the data into a summary format, ensuring clarity and completeness.
7. Review the summary for compliance with jurisdictional regulations and accuracy of the calculations.
8. Submit the jurisdictional rate base summary to the appropriate regulatory body or authority.

Who needs jurisdictional rate base summary?

1. Utility companies that are regulated by state or federal agencies.
2. Regulators who oversee utility rates and need information to set fair prices.
3. Investors and stakeholders who require insights into the company’s asset base.
4. Financial analysts assessing the financial health and investment potential of utility firms.
5. Audit firms conducting reviews for compliance and accuracy in reporting.

Jurisdictional Rate Base Summary Form: How-to Guide

Understanding the jurisdictional rate base summary form

The jurisdictional rate base summary form is a crucial document used primarily in regulatory proceedings to establish the rate base upon which utility companies are allowed to earn a return on their investments. Utility regulators use this data to determine fair rates that reflect the cost of service to consumers while ensuring that providers can maintain financial viability.

The importance of this form cannot be overstated as it provides a detailed summary of all physical assets, liabilities, and invested capital that contribute to a utility's rate structure. Key components usually include property information, financial records, and specific jurisdictional metrics. Further, this document is subjected to various regulations that demand accuracy and compliance, underlining its significance in the financial and operational transparency of utility industries.

• Definition of jurisdictional rate base
• Rationale for using the summary form
• Overview of regulations governing submission

Preparing to complete the jurisdictional rate base summary form

Before starting on the jurisdictional rate base summary form, thorough preparation is vital for ensuring accuracy. This stage involves identifying the required documentation, such as current financial statements, tax returns, and records of physical assets. Collecting comprehensive and precise data will ease the process of completing the form and avoid common pitfalls later.

Essential information includes specific property details like location, ownership, and asset type. Jurisdictional data must reflect accurate regulatory classifications and related compliance data. Financial records encompassing revenue, expenses, and previous rate cases are equally crucial. Ensuring that all figures are up-to-date and correctly represented helps avert mistakes that could lead to delays or rejections in the submission process.

• Gather current financial statements
• Compile records of physical assets and their value
• Accumulate jurisdiction-specific compliance documentation
• Ensure clarity and correctness in all data provided
• Avoid incomplete submissions to prevent review delays

Step-by-step instructions for filling out the form

Filling out the jurisdictional rate base summary form systematically will enhance its accuracy. Begin with Section 1 covering property information. Important details to include are the complete address, the owner’s name, and a brief description of the property type.

Use clear formatting to avoid misinterpretation. Next, in Section 2, provide jurisdictional details; this includes describing how your rated properties contribute to the jurisdictional rate base. Ensure you provide the correct jurisdiction classification, as this determines the regulatory framework applicable to your submission.

In Section 3, detailed financial inputs are required. This necessitates submitting validated financial records that can convincingly support your stated assets and revenue. Each entry needs to be precise as the wrong figures can lead to regulatory complications. Finally, Section 4 is reserved for reviewing your entries. Create a checklist of items to confirm, such as verifying that all required signatures are in place and that data aligns correctly with your supporting documents.

• Fill out property details completely
• Provide accurate jurisdictional classifications
• Ensure financial records are current and accurately depicted
• Conduct a comprehensive review before submission

Utilizing pdfFiller's tools to edit and manage the jurisdictional rate base summary form

pdfFiller offers impressive capabilities for managing your jurisdictional rate base summary form. One of the primary advantages is its user-friendly interface that allows for seamless editing of PDF documents. Making necessary revisions to your form can be done in a matter of minutes.

To edit a PDF form, simply upload your document to pdfFiller, use the editing tools available to fill in details, remove errors, and add any missing data. Once your completion is satisfactory, you can eSign your form digitally, preserving the integrity and legality of your submission. Additionally, pdfFiller allows for effective collaboration amongst team members when making document edits, which is particularly beneficial when multiple inputs are required.

Storing your jurisdictional rate base summary form within pdfFiller is straightforward and secure, providing cloud access so you can retrieve your documents from anywhere.

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Managing updates and revisions to your jurisdictional rate base summary form

Updating your jurisdictional rate base summary form might be necessary due to changes in regulations, updates in financial data, or shifting property values. Keeping the form current ensures compliance and accuracy in your submissions, which is vital for maintaining an efficient service rate structure.

To revise your submission, follow easy steps on pdfFiller. Start by accessing your stored document, make the necessary edits, and re-submit as needed. Ensuring that changes are well-documented and transparent helps maintain a clear history of amendments, allowing for straightforward tracking of compliance and approval status in future filings.

• Identify when updates are necessary based on regulatory changes
• Access previous submissions for reference
• Document all changes thoroughly
• Use pdfFiller's features to track document history

Frequently asked questions (FAQs)

Many queries surround the jurisdictional rate base summary form, especially concerning corrections, submission methods, and deadlines. If you find yourself in a situation where mistakes occur on the form, you should refer to pdfFiller's responsive editing tools to rectify errors before submission.

Submission methods vary by jurisdiction; therefore, always verify the necessary protocols specific to your area. Common deadlines for submissions often align with regulatory timelines, so being aware of these dates is essential to avoid any potential penalties or service interruptions. First-time users often face challenges with navigation and data entry, but utilizing resources available on pdfFiller can help streamline the process.

• What should I do if I make a mistake on the form?
• How can I submit the completed form?
• What deadlines should I keep in mind?
• How can first-time users avoid common challenges?

Case studies: Real-world applications of the jurisdictional rate base summary form

Real-world applications of the jurisdictional rate base summary form reveal the tangible benefits of accurate submissions. For instance, several utility companies in California effectively utilized this form to re-evaluate their rates, resulting in a 15% increase in approved revenues after successfully justifying new investments based on updated asset valuations.

Lessons learned from these case studies indicate the importance of thorough documentation, clear communication with regulatory bodies, and proactive updates. Best practices also emerged from various jurisdictions, highlighting the necessity for periodic reviews and forecast adjustments to improve regulatory compliance and operational effectiveness.

• Successful completions leading to increased revenues
• Importance of effective communication with regulators
• Best practices gathered from various jurisdictions
• Proactive reviews enhancing compliance and efficiency

Conclusion of the guide

Mastering the jurisdictional rate base summary form is essential for utility companies aiming for regulatory compliance and effective financial management. By leveraging pdfFiller’s capabilities, users can efficiently manage their documentation process, ensuring accuracy and accessibility. Staying informed also opens avenues for improved rate structures and profitability.

Diligent management of this form not only enhances operational integrity but also aligns with the broader goals of transparency and consumer trust within the utility sector. Utilize pdfFiller for ongoing document management and collaboration on crucial forms to stay ahead in your regulatory commitments.

Interactive tools and features

pdfFiller's interactive form features can greatly enhance the user experience when managing your jurisdictional rate base summary form. The platform allows you to access and fill in forms directly online, minimizing the need for paper-based documentation.

Using built-in tools such as commenting, annotations, and cloud integrations ensures that you can permanently archive your documents. Engaging features like eSigning and real-time collaboration further simplify the document completion process, making it easier to navigate complex regulatory requirements efficiently.

• Access forms directly online for quick fill-in
• Utilize commenting and annotation tools for clarity
• Securely archive documents through cloud integration
• eSigning and collaboration tools streamline the process

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What is jurisdictional rate base summary?

The jurisdictional rate base summary is a financial document that details the assets and liabilities of a utility company that are subject to regulation by a specific jurisdiction. This summary is used to determine the rate base upon which rates are set.

Who is required to file jurisdictional rate base summary?

Utility companies that are regulated by a jurisdiction, such as a state public utility commission, are required to file a jurisdictional rate base summary.

How to fill out jurisdictional rate base summary?

To fill out the jurisdictional rate base summary, companies must gather their financial data, including the value of assets included in the rate base, liabilities, and any contributing factors such as depreciation and investment. The information should be organized according to the format specified by the regulating authority.

What is the purpose of jurisdictional rate base summary?

The purpose of the jurisdictional rate base summary is to provide regulators with a clear and concise summary of a utility's assets and liabilities in order to determine appropriate rates for service to consumers.

What information must be reported on jurisdictional rate base summary?

The jurisdictional rate base summary must report information including the total value of jurisdictional assets, accumulated depreciation, any specific plant investments, operating and other relevant expenses, and any adjustments required by regulatory guidelines.