Under this Section, a utility must file documentation of actual fuel expenses, purchased power expenses, and off-system power sales revenues that occurred during the Review Period. This information should be contained in Schedule A of the MFR Package, consisting of the following:

1. (1) A thorough and detailed narrative of the fuel and purchased power expenses, procurement practices, and procedures;
2. (2) An electronic spreadsheet summary of annual volumes and expenses and revenues for fuel and purchased power, consistent with the format of the utility's monthly Fuel Adjustment Clause (FAC) filings;
3. (3) Electronic copies of the utility's monthly FAC filings. The spreadsheet should include a tabular summary of the type, volume and expense/revenues associated with affiliate fuel and purchased power transactions, and the summary should address energy production by separate fuel types;
4. (4) A comparison in matrix form of fuel and purchased power expenses and off-system sales revenues for the Review Period identified in PUD's application and for the previous two most recent years;
5. (5) A narrative explanation of the key factors and events that had a Material Impact on the utility's actual fuel and purchased power expenses, and their relative magnitudes.

Added at 24 Ok Reg 1827, eff 7-1-07

Amended at 28 Ok Reg 2252, eff 7-25-11

Amended at 36 Ok Reg 620, eff 7-25-19