Training Class

Regulatory Processing

 

How to Register: Contact Amy Arra at aarra@pwrplan.com or (770) 937-3028.

When:   November 13-14, 2012 (8:30 am Nov. 13 – 5:00 pm Nov. 14)

Where:  PowerPlan Training Center (Atlanta Office) Atlanta, Georgia

Registration Fee: $1,200

CPE Credit: 16 Hours in the Accounting field of study

Intended Audience: 
This is a special offering for improving the regulatory monitoring and filing process. It is for the manager level or for those responsible or involved in these processes.

Description: 
The course covers five areas:

  1. It begins with familiarizing participants with capabilities and configuration options in the base modules for dealing with regulatory issues and alternatives:
    • Base asset record support
    • Jurisdictional AFUDC
    • Jurisdictional Depreciation
    • Capital Riders, MVP, special projects and recoveries
    • Deferred Taxes
  2. New Monthly Regulatory Monitoring and Analysis
    • Monitoring against financial results and the regulatory methods
    • Discovering “return leakage” through detail analysis
    • Benefits to the company and upper management
    • Historic Test Year Filing Support
    • Extracting and Maintaining Historic Information
    • Processing “Known and Measurable”, and other adjustments
    • Annualizations/Substitutions (eg working capital)
    • Processing Allocations
    • Updates, Changes, and Cases
    • Exhibits and Presentations
  3.  Forecast Test Year Filing Support
    • Integration with the PowerPlant Forecast and Budget Modules
    • Other Forecast items
    • Taxes
    • Cases, changes, and updates 
    • Exhibits and Presentations
  4. Customer Class Cost of Service
    • Methodologies and Allocation
    • Results and Presentations
  5. Other Topics
    • Formulae Rates
    • Normalization Issues

Instructors:  Tim Zeldenrust and Aaron Smith