Consultation for Rule 004 - Tariff Billing Codes

Consultations

Alberta Utilities Commission holds consultations with stakeholders to develop rules

Consultation for Rule 004 - Tariff Billing Codes

Status: Ongoing

Last updated: January 1, 2018

Contact: regulatorypolicy@auc.ab.ca

 

Rule 004 sets out the requirements for owners of electric or natural gas distribution systems to provide timely and accurate tariff billing information to retail service providers in a standardized format. This helps to ensure that billing to the end-use electricity and natural gas customers are also billed in a timely and accurate manner.

The AUC initially developed the tariff billing code in 2004 using a consultative process to define the necessary business rules and processes to enable the transfer of billing information between AUC-regulated electric and natural gas distribution companies and the retailers that are responsible for billing the end-use customers.

The AUC regularly engages with stakeholders to identify improvements and revisions that need to be made to Rule 004 to keep the rule relevant and reflective of the requirements of the retail electricity and natural gas market.

The distributor and retailer test scenarios have be developed as a result of the most recent work of the tariff billing code revision working group.

Version 2.2

The Commission approved changes to Rule 004: Tariff Billing Code Rules on December 22, 2017. The following documents are related to the release of the revised AUC Rule 004.

Bulletin 2017-12
AUC Rule 004 (Version 2.2)
AUC responses to stakeholder comments

Version 2.1

The Commission approved changes to Rule 004: Tariff Billing Code Rules on September 30, 2016. The current version of Rule 004 is version 2.1 and the following documents are related to the most recent consultation with stakeholders regarding the most recent changes to the rule.

Bulletin 2016-17
AUC Rule 004 (Version 2.1)
Stakeholder comment table

Documents related to previous stakeholder consultations about this rule can be sorted and filtered by hovering over the table column headings in the list provided at the bottom of this page.

Standard codes

The current codes provided are subject to Rule 004 requirements in order to provide timely and accurate tariff billing information.

Background to development of the code
Letter to Stakeholders (Feb 27, 2004) Announcing the process and inviting feedback 
Project Charter (May 21, 2004) Tariff Billing Code Standards Development Project  
Program Charter - Phase II (Nov 15, 2004)

Communications with Steering Committee

 

Carbon Levy Implementation and follow-up

February 28, 2017, meeting summary

Carbon Levy Implementation test files

September 7, 2016, meeting summary

 

Fort McMurray fires stakeholder meetings on customer and billing issues

On May 3, 2016, Fort McMurray and surrounding areas in the Regional Municipality of Wood Buffalo were under threat of an out of control wildfire that resulted in the government issuing a mandatory evacuation order to approximately 80,000 residents in the area. On May 4, 2016, ATCO Electric and ATCO Gas advised market participants that they were actively monitoring the situation in the Regional Municipality of Wood Buffalo area and working with local authorities and provincial officials to keep residents, employees and emergency personnel safe.

In order to ensure effective oversight of utility delivery, and to support government efforts to minimize the impact on affected Albertans, AUC staff invited industry stakeholders who had customers in the Regional Municipality of Wood Buffalo area to participate in a number of telephone conference calls.

Fort McMurray fires stakeholders meetings summary (May to June 2016)

Customer billing summary scenarios table

 

Retailer performance metrics reporting
The following document templates are to be used by regulated retailers for reporting results for each of the retailer performance metrics described in Table 2-2 in Section 2.14 of the code.

Performance Metrics Quarterly Report Template [Word file] (Last Updated: Jul 20, 2007)
Performance Metrics Supporting Data Template [Excel file] (Last Updated: Jul 20, 2007)

Performance Monitoring Metrics Pseudocode
The following document describes, in a generic way, the programming logic that should be taken into consideration when developing reporting results for each of the distributor performance metrics described in Table 2-2 in Section 2.14 of the code.

Performance Monitoring Metrics Pseudocode (Last Updated: Jul 20, 2007)

Distributor performance monitoring metrics reporting
The following document templates are to be used by regulated electric and gas distributors for reporting results for each of the distributor performance metrics described in Table 2-2 in Section 2.14 of the code.

Performance Metrics Quarterly Report Template [Word file] (Last Updated: Jul 20, 2007)

Performance Metrics Supporting Data Template [Excel file] (Last Updated: Jul 20, 2007) 

Distributor specific practices
Distributors have different operational practices that affect how tariff billing information is disclosed.

AltaGas Utilities Inc. distributor specific practices

The AUC has solicited disclosure of the following:
Deemed Time [Excel file] (Last updated: Sep 29, 2006)
Charge Alignment Greater than 365 Days [PDF file] (Sep 28, 2005)
Optional Processing [zip file] (Oct 17, 2005)

Compliance plans 
The compliance plans outline the procedures, roles, responsibilities and timelines to transact according to the rule. Version 2.0 of the rule was in effect as of April 1, 2015.

AltaGas Utilities Inc.

Compliance plans applicable to previous versions of the Tariff Billing Code (Versions 1.0 to 1.3)
ATCO Electric
ATCO Gas
Direct Energy Regulated Services
ENMAX Power
EPCOR Distribution
EPCOR Energy Alberta Inc.
EPCOR Energy Inc.
FortisAlberta Inc.

Compliance plans - exemptions

Exemptions, if any, can be found within the compliance plan of the individual distributor and regulated rate providers.

Documents

  
  
  
  
  
  
  
Rule004Rule004 effective January 1, 2018Alberta Utilities Commission2.22017-12-22Rule (current)2017
2017-12-31-ResponsesStakeholderCommentsAUC responses to stakeholder commentsAlberta Utilities Commission2.22017-12-22Comments (responses)2017
Bulletin 2017-12Amendments to Rule 004: Alberta Tariff Billing Code RulesAlberta Utilities Commission2.22017-12-22Bulletin2017
2017-09-13-Rule004-IndustryConsultationMeetingSummaryIndustry consultation meeting summaryAlberta Utilities Commission2017-09-13Meeting summary or notes2017
2016-09-30-Rule004-StakeholderCommentsTableStakeholder Comments TableAlberta Utilities Commission2.12016-09-30Comments (stakeholder)2016
2016-09-30-Rule004Rule 004 effective September 30, 2016 to December 31, 2017Alberta Utilities Commission2.12016-09-30Rule (issued)2016
2016-09-08-Rule004-MeetingSummary-FortMcMurrayStakeholdersMeetings to discuss Fort McMurray wildfireAlberta Utilities Commission2016-09-08Meeting summary or notes2016
2016-09-08-Rule004-CustomerBillingSummary-FortMcMurrayFiresCustomer billing summary scenarios table - Fort McMurray firesAlberta Utilities Commission2016-09-08other2016
2016-09-07-Rule004-CarbonLevyStakeholderConsultations-MeetingSummaryMeetings to discuss the implementation of the proposed provincial carbon levy related to natural gas for heatingAlberta Utilities Commission2016-09-07Meeting summary or notes2016
2016-08-16-Rule004-ProposedChangesProposed changes for Rule 004Alberta Utilities Commission2.12016-08-16Comments (responses)2016
2016-08-16-Rule004-DraftProposedVersion2.1Draft version 2.1 of Rule 004Alberta Utilities Commission2.12016-08-16Rule (draft)2016
2016-02-17-Rule004-TBCCompliancePlan-AltaGasTariff Billing Code Compliance plan of AltaGas Utilities Inc.AltaGas Utilities Inc.2016-02-17other2016
2015-12-10-Rule004-LocalAccessFeeRecommendedMunicipalityNamesLocal access fee recommended municipality namesAlberta Utilities Commission2015-12-10other2015
2015-12-10-Rule004-TBC_MunicipalityCodesTariff Billing Code municipality codesAlberta Utilities Commission2015-12-10other2015
2015-08-05-Rule004-TBC_REACodesTariff billing rural electric association codesAlberta Utilities Commission2015-08-05other2015
2015-05-14-Rule004-MeetingSummaryWorking Group Meeting SummaryAlberta Utilities Commission2015-05-14Meeting summary or notes2015
2015-03-24-Rule004-ResponsesStakeholder responses comment matrixAlberta Utilities Commission2.02015-03-24Comments (stakeholder)2015
2015-01-01-Rule004Rule 004 effective April 1, 2015 to September 29, 2016Alberta Utilities Commission2015-03-11Rule (issued)2015
2015-02-23-Rule004-draftRule 004 Draft versionAlberta Utilities Commission2.02015-02-23Rule (draft)2015
2015-02-23-Rule004-ResponseTemplateRule 004 Stakeholder Response TemplateAlberta Utilities Commission2015-02-23Comments (template)2015
2014-11-19-Rule004-MeetingSummaryWorking Group Meeting SummaryAlberta Utilities Commission2014-11-19Meeting summary or notes2014
2014-10-02-Rule004-MeetingSummaryWorking Group Meeting SummaryAlberta Utilities Commission2014-10-02Meeting summary or notes2014
2014-05-29-Rule004-MeetingSummaryWorking Group Meeting SummaryAlberta Utilities Commission2014-05-29Meeting summary or notes2014
2014-03-18-Rule004-StakeholderCommentsTableProposed changes - Stakeholder Comments TableAlberta Utilities Commission2014-03-18Comments (responses)2014
2014-03-05-Rule004-MeetingSummaryWorking Group Meeting SummaryAlberta Utilities Commission2014-03-05Meeting summary or notes2014
2012-10-03-Rule004-MeetingSummaryIndustry Consultation Meeting SummaryAlberta Utilities Commission2012-10-03Meeting summary or notes2012
2012-06-06-Rule004-MeetingSummaryIndustry Consultation Meeting SummaryAlberta Utilities Commission2012-06-06Meeting summary or notes2012
2012-04-04-Rule004-MeetingSummaryIndustry Consultation Meeting SummaryAlberta Utilities Commission2012-04-04Meeting summary or notes2012
2012-03-01-Rule004-MeetingSummaryIndustry Consultation Meeting SummaryAlberta Utilities Commission2012-03-01Meeting summary or notes2012
2012-02-08-Rule004-MeetingSummaryIndustry Consultation Meeting SummaryAlberta Utilities Commission2012-02-08Meeting summary or notes2012
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