83 Ill. Adm. Code 656.90
Application for Qualifying Infrastructure Plant Surcharge Rider
Section 656
Section 656.90 Application
for Qualifying Infrastructure Plant Surcharge Rider
a) A utility's filing seeking initial approval of a QIP surcharge
rider for a rate zone shall be accompanied with the necessary testimony and
exhibits justifying the rider.
b) Required testimony and exhibits:
1) A water utility shall prepare and provide a history of current
replacement rates of qualifying plant, as well as history of failure, by
location, for the qualified rate zone. The water utility shall provide 5 years
of data by year for the following categories, based upon utility records to the
extent that records of that data are available, or based upon estimates if
records are not available:
A) Wells, including the age, type of construction and casing,
depth, diameter, number and capacity;
B) Generators, including age, fuel type, size and number;
C) Pumping equipment, including the age, capacity, number and
purpose;
D) Water treatment equipment, including the age, capacity and
description;
E) Distribution reservoirs and standpipes, including the age,
type, size, capacity and material;
F) Transmission and distribution mains, including the age,
footage, size and material;
G) Services, including the age, number and material;
H) Meters and meter installations, including the age, size and
number; and
I) Hydrants, including the age, number and size.
2) A sewer utility shall prepare and provide a history of current
replacement rates of qualifying plant, as well as a history of failure, by
location, for the qualified rate zone. The sewer utility shall provide 5 years
of data by year for the following categories, based upon utility records to the
extent that records of that data are available, or based upon estimates if
records are not available:
A) Generators, including age, fuel type, size and number;
B) Collecting sewers – force, including the age, footage, size and
material;
C) Collecting sewers – gravity, including the age, footage, size
and material;
D) Services to customers, including the age, number and material;
E) Lift stations, including the age, size and capacity;
F) Manholes, including the age, size, material and number;
G) Pumping equipment, including the age, capacity, number and
purpose; and
H) Treatment and disposal equipment, including the age, capacity
and description.
3) All utilities shall provide the reason for each increase in
the rate of replacement and include specific data to justify the replacement
rate for each plant account.
4) All utilities shall provide their specific plans for future
replacements. The utilities shall provide a schedule showing the replacement
projects listed by priority. This schedule shall include an explanation and
justification for the prioritization.
5) All utilities shall provide detailed computations of expected
revenue effects of investment in QIP for the shorter of the time period covered
by the plans submitted in response to subsection (b)(4) or 5 years.
6) All utilities proposing to use the annual prospective method
shall provide explanations for any changes in the expected rates of investment
in QIP for the forecasted period as compared to the historical period.
7) All utilities shall provide any other information and data
that supports the approval of the proposed QIP surcharge rider.
8) All utilities shall provide bill comparisons showing the
effect of the QIP surcharge for each class of customer at the average customer
usage level, at 5 usage levels above the average customer usage level, and at 5
usage levels below the average customer usage level. The bill comparisons shall
present the current bill, the proposed bill, the difference between the current
bill and the proposed bill, and the percentage change between the current bill
and the proposed bill. For the purposes of this subsection (b)(8), the bill
comparison shall include only QIP base rate revenues, exclusive of revenue
attributable to public/private fire protection service. All utilities shall
also provide supporting schedules showing the billing units, charges and
revenues used in calculating the bill comparison.