Topic/Matter Intersection

Topic:"Accounting Standards" in M12451

Matter: Nova Scotia Power Inc. - 2026 General Rate Application (GRA)
211 passages 36 documents

Accounting Standards across all matters →

N-42026-2027 GRA PR 01-03 - Proposed Rates (Tariffs) 1 passage
Baseline Data p. p. 220
Baseline Data NS Power Customers Customers Meter Reads Opt-out Customers Annual O&M Cost Tax $ 13,497 $ 14,868 $ 13,726 $ 11,896 Customer Care Rep $ 70,090 Average Total Cost (2025 to 2027) 825,335$ Total Cost $ 879,705 $ 830,884 $ 765,417...

AI summary The text presents baseline data related to NS Power customers, including annual O&M costs, customer care representative costs, and proposed AMI opt-out monthly charges for 2026 and 2027. It includes details on meter reads, opt-out customers, and proposed rate changes.

N-62026-2027 GRA Appendix 7A-E - Redacted 1 passage
Power Production Head Office p. p. 30
pt/Info.Software 194 187 177 180 (17) (10) 536100 Rental/Mtnce equipment/software - - - - - - 532850 Appl. Software - - - - - - - - - - - - 532900 Comp.Hrdwr & Op.Sftwr 532950 Directors' Fees & Exp - - - - - - 533100 Ext. Legal & Audit 42...

AI summary The text presents a table with various expense categories and their associated costs over multiple years, including rental/maintenance equipment, software, legal and audit expenses, meals and entertainment, employee benefits, insurance, energy use, rent, cost recovery, training, personal equipment, severance costs, commissions, write-offs, recoveries, and other goods and services. The data includes figures for 2024 and forecasts for 2026 and 2027.

N-72026-2027 GRA Appendix 8A-G -Depreciation Study - Redacted 9 passages
Section 125
OTAL OTHER PRODUCTION PLANT 492,589,726 184,208,655 336,433,567 22,666,476 4.60

AI summary The text presents a line item from a financial table, showing figures related to 'OTAL OTHER PRODUCTION PLANT' with various numerical values and a percentage. The context suggests it is part of a financial or accounting report.

Section 196
90 0.9910 91.23 36.5 11,219,356 131,931 0.0118 0.9882 90.41 37.5 8,952,137 162,327 0.0181 0.9819 89.35 38.5 7,047,178 157,376 0.0223 0.9777 87.73 _ VII-22 Nova Scotia Power Inc. December 31, 2023 REDACTED (CONFIDENTIAL INFORMATION REMOVED)...

AI summary This section presents data related to the original life table for Account 354.00 Towers and Fixtures, including exposure numbers, retirements, survival percentages, and age intervals for Nova Scotia Power Inc. as of December 31, 2023.

Section 348
e 153 of 297 NOVA SCOTIA POWER, INC. ACCOUNT 355 POLES AND FIXTURES SUMMARY OF BOOK SALVAGE

AI summary The document presents a summary of book salvage for Account 355 Poles and Fixtures under Nova Scotia Power, Inc. It likely outlines the financial aspects related to the salvage value of these assets.

Section 373
f 297 NOVA SCOTIA POWER, INC. ACCOUNT 362.3 STATION EQUIPMENT - MISCELLANEOUS SUMMARY OF BOOK SALVAGE COST OF GROSS NET REGULAR REMOVAL SALVAGE SALVAGE YEAR RETIREMENTS AMOUNT PCT AMOUNT PCT AMOUNT PCT 2012 730 0 0 0 2013 2014 2015 2016 20...

AI summary The document provides a summary of book salvage for Account 362.3 Station Equipment - Miscellaneous from Nova Scotia Power, Inc., detailing the costs of removal, gross salvage, and net salvage for various years from 2012 to 2023, with a total summary at the end.

Section 431
23 162,134 17,341- 11- 0 17,341 11 TOTAL 14,278,982 2,835,991 20 215,174 2 2,620,816- 18- THREE-YEAR MOVING AVERAGES 93-95 11,862 1,000- 12,862- 94-96 390,760 19,538 5 1,000- 0 20,538- 5- 95-97 390,760 192,970 49 0 192,970- 49- 96-98 390,7...

AI summary This section provides a summary of book salvage for Account 390.1 Structures and Improvements by Nova Scotia Power Inc. as of December 31, 2023, with data including totals and three-year moving averages.

Section 437
of 297 NOVA SCOTIA POWER, INC. ACCOUNT 391.1 OFFICE FURNITURE AND EQUIPMENT SUMMARY OF BOOK SALVAGE COST OF GROSS NET REGULAR REMOVAL SALVAGE SALVAGE YEAR RETIREMENTS AMOUNT PCT AMOUNT PCT AMOUNT PCT THREE-YEAR MOVING AVERAGES 99-01 48,464...

AI summary The document presents a summary of book salvage for Nova Scotia Power, Inc.'s Account 391.1, which covers office furniture and equipment. The data shows no salvage value recorded over multiple years, with regular retirements and removal amounts listed but no corresponding salvage amounts.

Section 447
1,189,179 18,321 2 23 0 18,298- 2- 19-21 1,577,992 83,903- 5- 0 83,903 5 _ VIII-47 Nova Scotia Power Inc. December 31, 2023 REDACTED (CONFIDENTIAL INFORMATION REMOVED) 2026-2027 GRA Direct Evidence Appendix 8A Page 187 of 297 NOVA SCOTIA P...

AI summary The document presents financial data related to the disposal and salvage value of office furniture and equipment, specifically computer software, for Nova Scotia Power Inc. It includes details on removal costs and net salvage values over different time periods.

Section 464
193 of 297 NOVA SCOTIA POWER, INC. ACCOUNT 397 COMMUNICATION EQUIPMENT SUMMARY OF BOOK SALVAGE

AI summary The document references Nova Scotia Power, Inc.'s Account 397, which is related to communication equipment, and mentions a summary of book salvage.

Section 673
087 182,720 149,334 28.19 5,297 1989 524,125.22 283,866 280,236 243,889 29.20 8,352 1990 453,323.77 238,448 235,399 217,925 30.19 7,218 1991 591,293.05 301,678 297,821 293,472 31.20 9,406 1992 1,617,241.02 799,887 789,659 827,582 32.19 25,...

AI summary The document provides financial data and depreciation accrual information for Nova Scotia Power Inc., focusing on land rights and easements as of December 31, 2023. It includes original costs, calculated accruals, book reserves, future accruals, remaining life, and annual accruals for specific accounts.

N-92026-2027 GRA Appendix 12 A-C - Cost of Service Study Process - Redacted 1 passage
COSS IG DR-10 Attachment 1 Page 5 of 6 p. p. 99
$3,601,316 $3,498,200 $3,393,298 $3,286,754 $3,178,697 $3,069,250 $2,958,524 $2,846,620 Interest $1,188,355 $1,138,840 $1,089,325 $1,039,811 $990,296 $940,781 $891,266 $841,751 $792,237 $742,722 $693,207 $643,692 $594,178 $544,663 $495,148...

AI summary The text presents a series of financial figures, including income, taxes, and after-tax income, over multiple periods. These figures are likely related to financial reporting or regulatory analysis, showing trends and calculations over time.

N-122026-2027 GRA FO 01-15 - Redacted 1 passage
12 1) Figures presented reflect whole numbers which may cause rounding differences on some line items.
12 1) Figures presented reflect whole numbers which may cause rounding differences on some line items. 1 Requirement: 2 3 Regulated statement of cash flows. 4 5 Submission: 6 7 Please refer to Partially Confidential Attachment 1. REDACTED...

AI summary The text provides a statement of cash flows as part of a regulatory submission, referencing a partially confidential attachment. It includes a note about rounding differences in figures presented as whole numbers.

N-132026-2027 GRA OE-01-13 - Redacted 1 passage
10.0 Accounting Methodology p. p. 65
10.0 Accounting Methodology The FAM Forecast will follow GAAP. Inventory will be consumed using a weighted average method, as per the Board's approval letter dated August 10, 2006 or as updated and approved by the Board.

AI summary The FAM Forecast will follow GAAP, and inventory will be consumed using a weighted average method, as approved by the Board in 2006 or as updated.

N-142026-2027 GRA OP 01-15 - Redacted 20 passages
Nova Scotia Power Inc. Condensed Consolidated Statements of Changes in Equity (Unaudited) p. p. 1
Nova Scotia Power Inc. Condensed Consolidated Statements of Changes in Equity (Unaudited) Common Retained Total millions of dollars Stock AOCL Earnings Equity For the three months ended June 30, 2025 Balance, March 31, 2025 $ 1,258 $ (12)...

AI summary The document presents condensed consolidated statements of changes in equity for Nova Scotia Power Inc. for the periods ending June 30, 2025, and June 30, 2024, showing changes in common stock, accumulated other comprehensive loss (AOCL), retained earnings, and total equity. It includes balances, net income, other comprehensive income/loss, and issuance of common stock.

Basis of Presentation p. p. 1
Basis of Presentation These unaudited condensed consolidated interim financial statements are prepared and presented in accordance with United States Generally Accepted Accounting Principles ("USGAAP"). The significant accounting policies...

AI summary The unaudited condensed consolidated interim financial statements of NSPI are prepared in accordance with USGAAP and include all necessary adjustments to fairly represent the financial position. These statements are not necessarily indicative of future results or those of other periods.

2. FUTURE ACCOUNTING PRONOUNCEMENTS p. pp. 1-33
2. FUTURE ACCOUNTING PRONOUNCEMENTS The Company considers the applicability and impact of all Accounting Standard Updates ("ASU") issued by the Financial Accounting Standards Board ("FASB"). The following updates have been issued by the FA...

AI summary The Company evaluates the impact of Accounting Standard Updates issued by the FASB. Several updates have been issued but not yet adopted by NSPI, while others were assessed as not applicable or having minimal impact on financial statements.

Disaggregation of Income Statement Expenses p. pp. 1-33
Disaggregation of Income Statement Expenses In November 2024, the FASB issued ASU 2024-03, Income Statement Reporting–Comprehensive Income–Expense Disaggregation Disclosures (Subtopic 220-40): Disaggregation of Income Statement Expenses. T...

AI summary The FASB issued ASU 2024-03 in November 2024, requiring more detailed disclosures about income statement expenses, including purchases of inventory, employee compensation, and depreciation. The guidance will be effective for annual reporting periods starting after December 15, 2026, with early adoption allowed. The company is evaluating the impact of this update on its financial disclosures.

Improvements to Income Tax Disclosures p. p. 1
Improvements to Income Tax Disclosures In December 2023, the FASB issued ASU 2023-09, Income Taxes (Topic 740): Improvements to Income Tax Disclosures. The standard enhances the transparency, decision usefulness and effectiveness of income...

AI summary In December 2023, the FASB issued ASU 2023-09, which enhances income tax disclosures by requiring more detailed and consistent information. The standard becomes effective in 2025 and will be applied prospectively, with retrospective application allowed. The company is currently assessing the impact of this change on its financial statements.

2026-2027 GRA OP-01 Attachment 02 Page 13 of 19 REDACTED (CONFIDENTIAL INFORMATION REMOVED) p. p. 1
2026-2027 GRA OP-01 Attachment 02 Page 13 of 19 REDACTED (CONFIDENTIAL INFORMATION REMOVED) For the Six months ended Six months ended millions of dollars June 30, 2025 June 30, 2024 Commodity Foreign Commodity Foreign swaps and exchange sw...

AI summary The table presents financial data related to unrealized and realized gains and losses in regulatory assets and liabilities, as well as changes in derivative instruments for the six months ended June 30, 2025 and 2024. It includes figures for commodity swaps, forwards, and foreign exchange forwards.

TRANSACTIONS WITH RELATED PARTIES p. p. 33
TRANSACTIONS WITH RELATED PARTIES In the ordinary course of business, Emera provides energy and other services and enters into transactions with its subsidiaries, associates and other related companies on terms similar to those offered to...

AI summary The document outlines significant intercompany transactions between Emera and its associated companies, including expenses related to the Maritime Link assessment, natural gas transportation capacity purchases, and the sale of development assets. These transactions are reported in financial statements and are subject to accounting standards for rate-regulated entities.

DISCLOSURE AND INTERNAL CONTROLS p. p. 33
DISCLOSURE AND INTERNAL CONTROLS Management is responsible for establishing and maintaining adequate disclosure controls and procedures ("DC&P") and internal control over financial reporting ("ICFR"), as defined in National Instrument 52-1...

AI summary Management is responsible for establishing and maintaining adequate disclosure controls and procedures and internal control over financial reporting. The Company's framework is based on the Internal Control - Integrated Framework (2013), and it acknowledges the inherent limitations of internal control systems.

Future Accounting Pronouncements p. p. 33
Future Accounting Pronouncements The Company considers the applicability and impact of all Accounting Standard Updates ("ASU") issued by the Financial Accounting Standards Board ("FASB"). The following updates have been issued by the FASB,...

AI summary The Company evaluates the impact of new accounting standards issued by the FASB. While several updates have been issued, they have not yet been adopted by Emera. Other updates were deemed inapplicable or insignificant to the Company's financial statements.

Disaggregation of Income Statement Expenses p. p. 33
Disaggregation of Income Statement Expenses In November 2024, the FASB issued ASU 2024-03, Income Statement Reporting – Comprehensive Income – Expense Disaggregation Disclosures (Subtopic 220-40): Disaggregation of Income Statement Expense...

AI summary In November 2024, the FASB issued ASU 2024-03, which requires more detailed disclosure of income statement expenses, including purchases of inventory, employee compensation, and depreciation. The standard will be effective in 2026 for annual reporting and 2027 for interim reporting. The company is evaluating the impact of this update on its financial disclosures.

Improvements to Income Tax Disclosures p. p. 33
Improvements to Income Tax Disclosures In December 2023, the FASB issued ASU 2023-09, Income Taxes (Topic 740): Improvements to Income Tax Disclosures. The standard enhances the transparency, decision usefulness and effectiveness of income...

AI summary In December 2023, the FASB issued ASU 2023-09, which enhances income tax disclosures by requiring more detailed and consistent reporting. The standard will be effective for annual reporting periods beginning after December 15, 2024, with early adoption permitted. The Company is currently evaluating the impact of the standard on its financial disclosures.

Emera Incorporated Condensed Consolidated Balance Sheets (Unaudited) – Continued p. p. 33
Emera Incorporated Condensed Consolidated Balance Sheets (Unaudited) – Continued As at June 30 December 31 millions of dollars 2025 2024 Liabilities and Equity Current liabilities Short-term debt (note 18) $ 1,735 $ 1,400 Current portion o...

AI summary The text provides condensed consolidated balance sheets for Emera Incorporated as of June 30, 2025, and December 31, 2024, outlining liabilities, equity, and related notes. The data includes short-term and long-term debt, regulatory liabilities, and equity components.

Emera Incorporated Condensed Consolidated Statements of Changes in Equity (Unaudited) p. p. 33
Emera Incorporated Condensed Consolidated Statements of Changes in Equity (Unaudited) Common Preferred Contributed Retained Total millions of dollars Stock Stock Surplus AOCI Earnings NCI Equity For the three months ended June 30, 2024 Bal...

AI summary The document presents the condensed consolidated statements of changes in equity for Emera Incorporated for the three and six months ended June 30, 2024. It includes details on retained earnings, dividends declared, and changes in common and preferred stock.

Emera Incorporated p. p. 33
Emera Incorporated Notes to the Condensed Consolidated Interim Financial Statements (Unaudited) As at June 30, 2025 and 2024

AI summary The document provides notes to the condensed consolidated interim financial statements of Emera Incorporated as of June 30, 2025, and 2024. It includes accounting policies, standards, and other financial-related information relevant to the company's financial position.

Basis of Presentation p. p. 33
Basis of Presentation These unaudited condensed consolidated interim financial statements are prepared and presented in accordance with United States Generally Accepted Accounting Principles ("USGAAP"). The significant accounting policies...

AI summary The Basis of Presentation section explains that the unaudited condensed consolidated interim financial statements are prepared in accordance with USGAAP and include necessary adjustments to fairly represent Emera's financial position. The financial results for the interim period may not reflect results for other periods or the full year.

Improvements to Income Tax Disclosures p. p. 33
Improvements to Income Tax Disclosures In December 2023, the FASB issued ASU 2023-09, Income Taxes (Topic 740): Improvements to Income Tax Disclosures. The standard enhances the transparency, decision usefulness and effectiveness of income...

AI summary In December 2023, the FASB issued ASU 2023-09, which improves income tax disclosures by requiring more detailed and consistent information in financial reporting. The standard will be effective for annual reporting periods beginning after December 15, 2024, with early adoption permitted. The company is evaluating the impact of the new standard on its financial disclosures.

15. RELATED PARTY TRANSACTIONS p. p. 33
15. RELATED PARTY TRANSACTIONS In the ordinary course of business, Emera provides energy and other services and enters into transactions with its subsidiaries, associates and other related companies on terms similar to those offered to non...

AI summary Emera engages in intercompany transactions with subsidiaries and related parties, including energy and service agreements. Key transactions include Maritime Link assessments, natural gas transportation capacity purchases, and asset sales. These transactions are reported in financial statements and are eliminated on consolidation, with exceptions for net profit between regulated and non-regulated entities.

OTHER p. pp. 176-177
OTHER Rate base is a financial measure specific to rate-regulated utilities that is not intended to represent any financial measure as defined by GAAP. The measure is required by the regulatory authorities in the jurisdictions where Emera'...

AI summary Rate base is a financial measure specific to rate-regulated utilities, not defined by GAAP, and is used by regulatory authorities in jurisdictions where Emera's subsidiaries operate. This measure may not be comparable to similar measures used by other companies.

1.2 Business of the Meeting p. p. 149
1.2 Business of the Meeting Our consolidated financial statements for the year ending December 31, 2024, will be received together with the report of the Auditors. These consolidated financial statements are contained in our 2024 Annual Re...

AI summary The document outlines the business items to be discussed at the meeting, including the election of the Board of Directors and the reappointment of Ernst & Young LLP as auditors. The 12 current directors are nominated for re-election, and the Board recommends voting in favor of their election and the auditor's reappointment.

Preamble p. p. 40
- (2) The compensatory and non-compensatory changes are described in more detail below. - (3) The accrued pension obligation is calculated following the method prescribed under USGAAP (section 715 of the standards of the Financial Accounti...

AI summary The text discusses the calculation of accrued pension obligations under USGAAP and Canadian accounting standards, noting that Mr. Collins has reached the credited service cap under the registered pension plan, and Mr. Blunden has frozen service under the defined benefit component of the Pension Plan. It also explains how the accrued obligation changes annually due to compensatory and non-compensatory factors.

N-172026-2027 GRA SR-01-SR-04 - Redacted 1 passage
Unmetered Service Rates: Miscellaneous Lighting & Small Loads
$2,649.14 $2,548.46 $1,902.83 $1,157.71 $1,482.92 $9,328.41 $41,417.74 $4,063.94 $3,699.54 $3,323.69 $4,137.84 $1,513.88 $1,792.47 - share of General Property Plant $29,706,510 $1,991,234 $6,020,338 $4,495,138 $5,221,195 $5,891,686 $2,003,...

AI summary The text presents a series of numerical values, likely representing financial figures related to unmetered service rates for miscellaneous lighting and small loads. These figures are associated with categories such as General Property Plant, Deferred Charges, and Net Present Value (NPV), suggesting a financial or accounting context.

N-22NSPI (Cleary) RIR 1-11 - Redacted 3 passages
Nova Scotia Power Inc. Reconciliation Of Reported Amounts With S&P Global Ratings' Adjusted Amounts p. p. 26
Nova Scotia Power Inc. Reconciliation Of Reported Amounts With S&P Global Ratings' Adjusted Amounts Fiscal year ended Dec. 31, 2020

AI summary The document presents a reconciliation of Nova Scotia Power Inc.'s reported amounts with S&P Global Ratings' adjusted amounts for the fiscal year ended December 31, 2020.

NON-CONFIDENTIAL p. p. 216
NON-CONFIDENTIAL 1 America) equal to its respective estimates of average long-term nominal GDP growth. 10 (a) Please confirm that in the CAPM, RF represents the actual existing risk-free asset 11 that an investor can invest in today and ea...

AI summary The text discusses the use of the Capital Asset Pricing Model (CAPM) in regulatory proceedings, focusing on the risk-free rate (RF) and its application in determining the return on equity (ROE). It addresses how Canadian regulators use projected government bond yields rather than current rates to reflect future expectations.

2026-2027 General Rate Application (M12451) NSPI Responses to CLEARY Information Requests p. p. 229
2026-2027 General Rate Application (M12451) NSPI Responses to CLEARY Information Requests 1 Request IR-10: 2 3 Preamble: 4 5 On pages 48-49 of Appendix 10A, Concentric discusses its market risk premium (MRP) 6 estimates it uses in its CAPM...

AI summary The document outlines information requests related to the 2026-2027 General Rate Application (M12451) by NSPI, focusing on the market risk premium (MRP) estimates used in CAPM calculations. The requests include confirmation of differences between Concentric's MRP estimates and those from the Dimson et al. (2016) study, as well as an explanation for the discrepancies.

N-24NSPI (ECC) RIR 1-41 8 passages
2026-2027 GRA Emrydia IR-2 Attachment 1 Page 275 of 348 p. p. 180
2026-2027 GRA Emrydia IR-2 Attachment 1 Page 275 of 348 NOVA SCOTIA POWER, INC. ACCOUNT 370.00 METERS

AI summary This document page from Nova Scotia Power, Inc. references Account 370.00 related to meters. No further details are provided in the text.

ACCOUNT 397.10 COMMUNICATION EQUIPMENT - SCADA EQUIPMENT p. p. 180
ACCOUNT 397.10 COMMUNICATION EQUIPMENT - SCADA EQUIPMENT AVG AGE RET 14.2 PLACEMENT BAND 1979-2023 001 EXPERIENCE ANALYSIS EXPERIENCE BAND 1989-2023 AGE AT BEGIN OF INTERVAL EXPOSURES AT BEGINNING OF AGE INTERVAL RETIREMENTS DURING AGE INT...

AI summary The document provides a detailed experience analysis for SCADA equipment with data on retirements, survival rates, and exposure over time, spanning from 1979 to 2023. This data is presented in a tabular format and is part of a larger report related to the 2026-2027 GRA Emrydia IR-2 Attachment 1.

ACCOUNT 355 POLES AND FIXTURES p. pp. 102-105
ACCOUNT 355 POLES AND FIXTURES ORIGINAL LIFE TABLE, CONT. PLACEMENT BAND 1930-2009 EXPERIENCE BAND 1942-2009 AGE AT EXPOSURES AT RETIREMENTS PCT SURV BEGIN OF BEGINNING OF DURING AGE RETMT SURV BEGIN OF INTERVAL AGE INTERVAL INTERVAL RATIO...

AI summary The text presents a detailed table with data on poles and fixtures, including placement bands, experience bands, survival percentages, and retirement ratios across different age intervals, providing statistical insights into their lifecycle and retirement trends.

ACCOUNT 365 OVERHEAD CONDUCTORS AND DEVICES p. pp. 122-125
ACCOUNT 365 OVERHEAD CONDUCTORS AND DEVICES ORIGINAL LIFE TABLE, CONT. PLACEMENT BAND 1925-2009 EXPERIENCE BAND 1942-2009 AGE AT EXPOSURES AT RETIREMENTS PCT SURV BEGIN OF BEGINNING OF DURING AGE RETMT SURV BEGIN OF INTERVAL AGE INTERVAL I...

AI summary The text provides statistical data on the original life table for overhead conductors and devices, showing survival rates and exposure intervals from 1925 to 2009. The data includes various metrics such as exposure at retirements, survival ratios, and age intervals.

ACCOUNT 310.99 STEAM PRODUCTION PLANT p. p. 147
ACCOUNT 310.99 STEAM PRODUCTION PLANT YEAR (1) ORIGINAL COST (2) ACCRUED (3) CALCULATED ALLOC. BOOK FUT. BOOK RESERVE (4) ACCRUALS (5) REM. LIFE (6) ANNUAL ACCRUAL (7) 1982 417,335.00 273,468 475,762

AI summary The document presents a table detailing the financial information for the Steam Production Plant under Account 310.99, including original cost, accrued amounts, calculated reserves, and remaining life. The data is from 1982, with specific figures provided for each category.

ACCOUNT 350.1 LAND RIGHTS - EASEMENTS p. p. 147
ACCOUNT 350.1 LAND RIGHTS - EASEMENTS YEAR (1) ORIGINAL COST (2) ACCRUED (3) CALCULATED ALLOC. BOOK FUT. BOOK RESERVE (4) ACCRUALS (5) REM. LIFE (6) ANNUAL ACCRUAL (7) 2005 4,543,679.00 605,423 729,115 130,547

AI summary Account 350.1 Land Rights - Easements presents a table with financial data for the year 2005, including original cost, accrued amounts, calculated allocation, book future reserve, accruals, remaining life, and annual accrual. The table provides insight into the financial obligations and reserves associated with land rights and easements.

ACCOUNT 389.1 LAND RIGHTS - GENERAL PLANT p. p. 147
ACCOUNT 389.1 LAND RIGHTS - GENERAL PLANT YEAR (1) ORIGINAL COST (2) ACCRUED (3) CALCULATED ALLOC. BOOK FUT. BOOK RESERVE (4) ACCRUALS (5) REM. LIFE (6) ANNUAL ACCRUAL (7) 1960 1961 1962 1963 1964 1965 1966 1967 1968 1969 1970 1971 1972 19...

AI summary This table presents financial data for land rights under Account 389.1, including original costs, accrued amounts, calculated reserves, and annual accruals from 1960 to 2000. It outlines the allocation of book future reserves, remaining life, and annual accruals over time.

ACCOUNT 391.32 OFFICE FURN & EQUIP - COMPUTER SOFTWARE - FA p. p. 147
ACCOUNT 391.32 OFFICE FURN & EQUIP - COMPUTER SOFTWARE - FA YEAR (1) ORIGINAL COST (2) ACCRUED (3) CALCULATED ALLOC. BOOK FUT. BOOK RESERVE (4) ACCRUALS (5) REM. LIFE (6) ANNUAL ACCRUAL (7) SURVIVOR CURVE IOWA 13-R0.5 NET SALVAGE PERCENT +...

AI summary The text presents a table related to the accounting of office furniture and equipment, specifically computer software under Account 391.32. It includes columns for original cost, accrued amounts, calculated allocations, future book reserve, accruals, remaining life, and annual accruals. The table also references a 'Survivor Curve Iowa 13-R0.5' with a net salvage percentage of +10.

N-27NSPI (NSEB) RIR 1-152 - Redacted (settlement agreement attached at IR-1) 44 passages
Management's Responsibility for Financial Reporting p. p. 20
Management's Responsibility for Financial Reporting The accompanying consolidated financial statements of Nova Scotia Power Inc. ("NSPI" or "the Company") and the information in the Management's Discussion & Analysis ("MD&A") are the respo...

AI summary This document outlines the responsibility of management and the Board of Directors at Nova Scotia Power Inc. for the preparation and approval of consolidated financial statements and the MD&A, in accordance with US GAAP. It also discusses internal controls, audit processes, and the role of external auditors.

Opinion p. p. 20
Opinion We have audited the consolidated financial statements of Nova Scotia Power Inc. and its subsidiary (the "Company"), which comprise the consolidated balance sheets as at December 31, 2024 and 2023, and the consolidated statements of...

AI summary The audit of Nova Scotia Power Inc.'s financial statements for 2024 and 2023 confirms that they present a fair and accurate view of the company's financial position and performance in accordance with USGAAP.

Basis for opinion p. p. 20
Basis for opinion We conducted our audit in accordance with Canadian generally accepted auditing standards. Our responsibilities under those standards are further described in the Auditor's responsibilities for the audit of the consolidate...

AI summary The audit was conducted in accordance with Canadian generally accepted auditing standards, ensuring independence and ethical compliance. The auditor believes the evidence obtained is sufficient and appropriate to support their opinion on the consolidated financial statements.

Other information p. p. 20
Other information Management is responsible for the other information. The other information comprises Management's Discussion and Analysis. Our opinion on the consolidated financial statements does not cover the other information and we d...

AI summary Management is responsible for the other information, which includes the Management's Discussion and Analysis (MD&A). The auditor's responsibility is to review this information for material inconsistencies or misstatements relative to the consolidated financial statements. No material misstatements were found.

Responsibilities of management and those charged with governance for the consolidated financial statements p. p. 20
Responsibilities of management and those charged with governance for the consolidated financial statements Management is responsible for the preparation and fair presentation of the consolidated financial statements in accordance with USGA...

AI summary Management is responsible for preparing and fairly presenting the consolidated financial statements in accordance with USGAAP, assessing the company's going concern status, and implementing internal controls to prevent material misstatements. Those charged with governance oversee the financial reporting process.

Auditor's responsibilities for the audit of the consolidated financial statements p. p. 20
Auditor's responsibilities for the audit of the consolidated financial statements Our objectives are to obtain reasonable assurance about whether the consolidated financial statements as a whole are free from material misstatement, whether...

AI summary The auditor's responsibilities include obtaining reasonable assurance that the consolidated financial statements are free from material misstatement due to fraud or error, and issuing an auditor's report with their opinion. This is done in accordance with Canadian generally accepted auditing standards, which involve professional judgment and skepticism.

Basis of Presentation p. p. 20
Basis of Presentation These consolidated financial statements are prepared and presented in accordance with United States Generally Accepted Accounting Principles ("USGAAP") and in the opinion of management, include all adjustments that ar...

AI summary The consolidated financial statements of NSPI are prepared in accordance with USGAAP and include all necessary adjustments to fairly represent the company's financial position, with all dollar amounts expressed in Canadian dollars.

Principles of Consolidation p. p. 20
Principles of Consolidation These consolidated financial statements include the accounts of NSPI and its wholly-owned subsidiary, NSPEMI. The Company performs ongoing analysis to assess whether it holds any variable interest entities ("VIE...

AI summary The consolidated financial statements include NSPI and its subsidiary NSPEMI. The company regularly assesses for variable interest entities by reviewing contractual and ownership arrangements to determine if it is the primary beneficiary.

Use of Management Estimates p. p. 20
Use of Management Estimates The preparation of consolidated financial statements in accordance with USGAAP requires management to make estimates and assumptions. These may affect the reported amounts of assets and liabilities at the date o...

AI summary The preparation of consolidated financial statements under USGAAP requires management estimates and assumptions, particularly in areas such as rate-regulated assets, pension benefits, unbilled revenue, and asset retirement obligations. These estimates are reviewed regularly based on historical experience and current conditions.

Foreign Currency Translation p. p. 20
Foreign Currency Translation Monetary assets and liabilities, denominated in foreign currencies, are converted to CAD at the rates of exchange prevailing at the balance sheet date. The resulting differences between the translation at the o...

AI summary Monetary assets and liabilities in foreign currencies are translated to CAD at the balance sheet date exchange rate, with differences between the original transaction date and balance sheet date included in income.

Other: p. p. 20
Other: Other revenues are recorded when obligations under the terms of the contract are satisfied.

AI summary The document states that other revenues are recognized when contractual obligations are fulfilled, indicating a focus on revenue recognition practices.

Property, Plant and Equipment p. p. 20
Property, Plant and Equipment Property, plant, and equipment ("PP&E") is recorded at original cost, including allowance for funds used during construction ("AFUDC") or capitalized interest, net of contributions received in aid of construct...

AI summary The document outlines the accounting treatment of Property, Plant and Equipment (PP&E), including how costs are recorded, depreciation methods, and regulatory approvals. It specifies that PP&E is recorded at original cost, with depreciation determined by straight-line method and service lives approved by the UARB. Intangible assets are also included in PP&E and subject to amortization.

Income Taxes and Investment Tax Credits p. p. 20
Income Taxes and Investment Tax Credits NSPI recognizes deferred income tax assets and liabilities for the future tax consequences of events that have been included in the consolidated financial statements or income tax returns. Deferred i...

AI summary NSPI recognizes deferred income tax assets and liabilities based on enacted tax rates and reviews the likelihood of recovery. Investment tax credits are recorded as a reduction to income tax expense when realization is probable. NSPI collects income taxes from customers, except for deferred income taxes on certain regulatory balances, and classifies interest and penalties related to unrecognized tax benefits in specific expense categories.

Derivatives and Hedging Activities p. p. 20
Derivatives and Hedging Activities NSPI's risk management policies and procedures provide a framework through which management monitors various risk exposures. The risk management policies and practices are overseen by the Board of Directo...

AI summary NSPI manages commodity and foreign exchange risks through derivatives and hedging activities, with oversight by the Board of Directors. Derivatives are accounted for under regulatory accounting treatment, with fair value changes deferred to regulatory assets or liabilities. Gains or losses from derivatives are passed to customers through the Fuel Adjustment Mechanism (FAM).

Leases p. p. 20
Leases NSPI determines whether a contract contains a lease at inception by evaluating if the contract conveys the right to control the use of an identified asset for a period of time in exchange for consideration. NSPI has leases with inde...

AI summary NSPI evaluates contracts to determine if they contain leases, classifying some as finance leases and others as operating leases. Finance leases with variable payments are not recorded on balance sheets, while operating leases are recognized with liabilities and right-of-use assets. Sales-type and direct financing leases are also discussed with specific accounting treatments.

Receivables and Allowance for Credit Losses p. p. 20
Receivables and Allowance for Credit Losses Customer receivables are recorded at the invoiced amount and do not bear interest. Standard payment terms for electricity sales are 30 days for bi-monthly customers and 20 days for monthly custom...

AI summary The document outlines how customer receivables are recorded and managed, including payment terms, late fees, and the allowance for credit losses. The Company assesses credit risk for new customers and maintains provisions for expected credit losses based on historical data, current events, and forecasts.

Asset Impairment p. p. 20
Asset Impairment Long-lived assets and intangibles are periodically reviewed for impairment when events or changes in circumstances indicate that the carrying amount of an asset may not be recoverable. NSPI bases its evaluation of long-liv...

AI summary NSPI reviews long-lived assets and intangibles for impairment based on factors such as future economic benefits, profitability, and market conditions. If the undiscounted cash flows from an asset are less than its carrying value, the asset is written down to its fair value, using assumptions based on historical data, economic analysis, and market studies.

Asset Retirement Obligations p. p. 20
Asset Retirement Obligations An ARO is recognized if a legal obligation exists in connection with the future disposal or removal costs resulting from the permanent retirement, abandonment, or sale of a long-lived asset. A legal obligation...

AI summary The document explains how asset retirement obligations (AROs) are recognized and accounted for under GAAP. AROs are liabilities related to future disposal or removal costs of long-lived assets. Conditional AROs are not recognized if their fair value cannot be reasonably estimated. The Company uses the credit-adjusted risk-free rate to calculate AROs, and the liability is accreted over time.

Stock-Based Compensation p. p. 20
Stock-Based Compensation The Company participates in several Emera stock-based compensation plans: a common share option plan for senior management; an employee common share purchase plan; a deferred share unit ("DSU") plan; a performance...

AI summary Nova Scotia Power Inc. participates in multiple Emera stock-based compensation plans, including options, share purchase, and unit plans. These are accounted for using the fair value-based method, with costs recognized as expenses over the service period.

Employee Benefits p. p. 20
Employee Benefits The costs of the Company's pension and other post-retirement benefit programs for employees are expensed over the periods during which employees render service. The Company recognizes the funded status of its defined-bene...

AI summary The document outlines how the Company expenses pension and post-retirement benefits over the service periods of employees, recognizes the funded status of its plans on the balance sheet, and accounts for unamortized gains, losses, and past service costs in AOCL. Other components of net periodic benefit cost are included in 'Other income, net'.

Government Grants p. p. 20
Government Grants The Company accounts for government grants by applying a grant accounting model by analogy to International Accounting Standards ("IAS") 20 , Accounting for Government Grants and Disclosure of Government Assistance . A gr...

AI summary The Company accounts for government grants following IAS 20, with 2024 grants totaling $39 million, primarily for decarbonization and environmental compliance projects. A notable grant is from NRCan's SREP program for battery storage systems, with $26 million received in 2024.

2. CHANGE IN ACCOUNTING POLICY p. p. 20
2. CHANGE IN ACCOUNTING POLICY The new USGAAP accounting policy that is applicable to, and adopted by the Company in 2024, is described as follows:

AI summary The document discusses a change in accounting policy adopted by the Company in 2024, specifically the new USGAAP accounting policy.

Improvements to Reportable Segment Disclosures p. p. 20
Improvements to Reportable Segment Disclosures The Company adopted Accounting Standard Update ("ASU") 2023-07, Segment Reporting (Topic 280), Improvements to Reportable Segment Disclosures. The change in the standard improves reportable se...

AI summary The Company adopted ASU 2023-07 to improve reportable segment disclosures, enhancing transparency about significant segment expenses. This change requires additional qualitative disclosures in note 23 and applies to annual and interim reporting periods starting after December 15, 2023, and 2024, respectively.

3. FUTURE ACCOUNTING PRONOUNCEMENTS p. p. 20
3. FUTURE ACCOUNTING PRONOUNCEMENTS The Company considers the applicability and impact of all ASUs issued by the Financial Accounting Standards Board ("FASB"). The following updates have been issued by the FASB but as allowed, have not yet...

AI summary NSPI evaluates the applicability and impact of new accounting standards issued by the FASB but has not yet adopted several updates. Other standards were deemed not applicable or insignificant to its financial statements.

Disaggregation of Income Statement Expenses p. p. 20
Disaggregation of Income Statement Expenses In November 2024, the FASB issued ASU 2024-03, Income Statement Reporting–Comprehensive Income–Expense Disaggregation Disclosures (Subtopic 220-40): Disaggregation of Income Statement Expenses. T...

AI summary In November 2024, the FASB issued ASU 2024-03, which requires more detailed disclosures about income statement expenses for public business entities. The update is effective for annual reporting periods beginning after December 15, 2026, and interim periods after December 15, 2027. The company is evaluating the impact of this update on its financial disclosures.

Improvements to Income Tax Disclosures p. p. 20
Improvements to Income Tax Disclosures In December 2023, the FASB issued ASU 2023-09, Income Taxes (Topic 740): Improvements to Income Tax Disclosures. The standard enhances the transparency, decision usefulness and effectiveness of income...

AI summary In December 2023, the FASB issued ASU 2023-09, which enhances income tax disclosures by requiring more detailed and consistent information. The standard will be effective for annual reporting periods starting after December 15, 2024, with early adoption allowed. The Company is evaluating the impact of the new standard on its financial statements.

Remaining Performance Obligations p. p. 20
Remaining Performance Obligations The remaining performance obligations primarily represent the transaction prices of a long-term steam supply agreement. As of December 31, 2024, the aggregate amount of the transaction price allocated to r...

AI summary The remaining performance obligations are tied to a long-term steam supply agreement, with $12 million allocated as of December 31, 2024. Revenue from these obligations is expected to be recognized through Q3 2027.

Deferrals Related to Derivative Instruments: p. p. 20
Deferrals Related to Derivative Instruments: NSPI defers changes in fair value of derivatives that are documented as economic hedges or that do not qualify for NPNS exception, as a regulatory asset or liability as approved by the UARB. The...

AI summary NSPI defers changes in the fair value of derivatives that are economic hedges or do not qualify for NPNS exceptions as regulatory assets or liabilities, as approved by the UARB. Realized gains or losses are recognized when the hedged item settles, depending on the nature of the hedged item.

8. ACCUMULATED OTHER COMPREHENSIVE LOSS p. p. 20
8. ACCUMULATED OTHER COMPREHENSIVE LOSS Defined benefit pension and non-pension benefits millions of dollars 2024 2023 Balance, January 1 $ (78) $ (37) Amounts reclassified to (from) AOCL 70 (41) Balance, December 31 $ (8) $ (78) The recla...

AI summary This section discusses accumulated other comprehensive loss (AOCL) related to defined benefit pension and non-pension benefits for the years 2023 and 2024. It outlines the balance changes and reclassifications, including amortization of actuarial losses and adjustments to pension liabilities.

Credit Risk p. p. 20
Credit Risk The Company is exposed to credit risk with respect to amounts receivable from customers and derivative assets. Credit risk is the potential loss from a counterparty's non-performance under an agreement. The Company manages cred...

AI summary The Company manages credit risk by assessing counterparty performance, requiring deposits or collateral, and using agreements such as ISDA and NAESB to mitigate exposure. As of December 31, 2024, the maximum credit risk exposure was $448 million, with $56 million in past-due financial assets and an allowance for credit losses of $2 million.

NSPI's net periodic benefit cost (recovery) as at December 31 included the following: p. p. 20
NSPI's net periodic benefit cost (recovery) as at December 31 included the following: millions of dollars 2024 2023 Defined benefit Non-pension Defined benefit Non-pension Service cost $ pension plans 10 $ benefit plans 1 $ pension plans 8...

AI summary NSPI's net periodic benefit cost (recovery) as of December 31 includes service cost, interest cost, expected return on plan assets, and amortization of actuarial losses. The expected return on plan assets is calculated using a five-year smoothed market-related value of plan assets, with investment gains or losses recognized over five years.

As at December 31, 2024, future minimum lease payments under non-cancellable operating leases for each of the next five years and in aggregate thereafter are as follows: p. p. 20
As at December 31, 2024, future minimum lease payments under non-cancellable operating leases for each of the next five years and in aggregate thereafter are as follows: millions of dollars 2025 2026 2027 2028 2029 Thereafter Total Minimum...

AI summary The text provides a summary of future minimum lease payments under non-cancellable operating leases for NSPI as of December 31, 2024. It includes a table with amounts for each year and total payments, along with additional lease information such as the weighted average remaining lease term and discount rate.

Transactions between the Company and its related parties reported in the Consolidated Statements of Income and Consolidated Balance Sheets are as follows: p. p. 20
Transactions between the Company and its related parties reported in the Consolidated Statements of Income and Consolidated Balance Sheets are as follows: For the Year ended millions of dollars December 31 Nature of Service Presentation 20...

AI summary The document outlines transactions between the Company and related parties, including sales and purchases, as well as the issuance of common shares to Emera. Key figures include sales of management and administrative services, purchases of fuel and electricity, and a significant decrease in the number of shares issued in 2024 compared to 2023.

25. SUBSEQUENT EVENTS p. pp. 20-75
25. SUBSEQUENT EVENTS These consolidated financial statements and notes reflect NSPI's evaluation of events occurring subsequent to the balance sheet date through February 21, 2025, the date the financial statements were issued.

AI summary The financial statements include an evaluation of events occurring after the balance sheet date up to February 21, 2025, reflecting NSPI's accounting for subsequent events.

Management's Discussion & Analysis p. p. 75
Management's Discussion & Analysis As at February 21, 2025 Management's Discussion & Analysis ("MD&A") provides a review of the results of operations of Nova Scotia Power Inc. during the fourth quarter of 2024 relative to the same quarter...

AI summary This section of the document outlines the Management's Discussion & Analysis for Nova Scotia Power Inc. for the fourth quarter of 2024 and the full year of 2024. It provides an overview of financial results and operations, referencing USGAAP and the regulatory oversight by the Nova Scotia Utility and Review Board.

Hurricane Fiona: p. p. 75
Hurricane Fiona: On June 27, 2024, the UARB approved the deferred recognition of $25 million in incremental operating costs incurred during the Hurricane Fiona storm restoration efforts in September 2022. Following the UARB approval, the $...

AI summary The UARB approved the deferred recognition of $25 million in incremental operating costs from Hurricane Fiona's storm restoration efforts, reclassifying it to 'Regulatory assets'. Additionally, $10 million of undepreciated costs from retired assets were also reclassified and will be amortized over 10 years starting July 1, 2024.

DISCLOSURE AND INTERNAL CONTROLS p. p. 75
DISCLOSURE AND INTERNAL CONTROLS In accordance with National Instrument 52-109, Certification of Disclosure in Issuers' Annual and Interim Filings, the Chief Executive Officer and Chief Financial Officer of the Company will file a Venture...

AI summary The document outlines the disclosure requirements for Nova Scotia Power Inc. under National Instrument 52-109, noting that the Venture Issuer Basic Certificate does not include representations on controls and procedures related to financial reporting and internal controls over financial reporting.

CHANGE IN ACCOUNTING POLICY p. p. 75
CHANGE IN ACCOUNTING POLICY The new USGAAP accounting policy that is applicable to, and adopted by the Company in 2024, is described as follows:

AI summary The document introduces a new USGAAP accounting policy adopted by the company in 2024, though the specific details of the policy are not provided in the text.

Improvements to Reportable Segment Disclosures p. p. 75
Improvements to Reportable Segment Disclosures The Company adopted Accounting Standard Update ("ASU") 2023-07, Segment Reporting (Topic 280), Improvements to Reportable Segment Disclosures. The change in the standard improves reportable se...

AI summary The Company adopted ASU 2023-07 to improve reportable segment disclosures, enhancing transparency about significant segment expenses. This change requires additional qualitative disclosures in note 23 and applies to annual and interim reporting periods starting after December 15, 2023, and 2024, respectively.

FA1 – Invoices Processed per Full Time Employee (FTE) p. pp. 191-192
FA1 – Invoices Processed per Full Time Employee (FTE)

AI summary The document presents figures related to the number of invoices processed per Full Time Employee (FTE) for Nova Scotia Power Inc. (NSPI), with visual data provided in two figures.

Observations p. p. 192
Observations - NSPI Invoices Processed per Full Time Equivalent (FTE) is 21% below the industry group median - NSPI Invoices Processed per Full Time Equivalent decreased 7% between 2019 and 2023 (-1.8% CAGR) - NSPI Invoices Processed incre...

AI summary NSPI's invoices processed per FTE is 21% below the industry median, with a 7% decrease between 2019 and 2023. However, the number of invoices processed increased by 2% during the same period, while the number of FTEs involved in processing accounts payable increased by 10%. This highlights inefficiencies in NSPI's operations.

FA3 – Finance & Accounting Cost as % of Revenue p. pp. 193-194
FA3 – Finance & Accounting Cost as % of Revenue

AI summary This section, titled 'FA3 – Finance & Accounting Cost as % of Revenue,' includes figures related to financial and accounting costs as a percentage of revenue. It appears to be part of a larger regulatory proceeding involving Nova Scotia Power Inc. and includes visual representations of data.

Summary Observations p. pp. 195-197
Summary Observations NSPI's Finance & Accounting function performed very well on three of the four metrics analyzed compared to the peer median benchmarks, the exception being Invoices Processed per Full Time Employee (FTE) which is below...

AI summary NSPI's Finance & Accounting function performed well on three of four metrics compared to peer median benchmarks, with the exception of Invoices Processed per Full Time Employee, which was below the industry group median.

Preamble p. p. 89
- Criteria Corporates General: Sector-Specific Corporate Methodology, April 4, 2024 - Criteria Corporates General: Methodology: Management And Governance Credit Factors For Corporate Entities, Jan. 7, 2024 - Criteria Corporates General: Co...

AI summary The document lists various credit rating methodology criteria and guidelines issued by rating agencies, including topics such as corporate methodology, environmental and governance principles, and liquidity descriptors for global corporate issuers.

N-29NSPI (Synapse) RIR 1-11 - Redacted 2 passages
2026-2027 GRA Synapse IR-4 Attachment 1 Page 5 of 24 REDACTED (CONFIDENTIAL INFORMATION REMOVED) p. p. 12
2026-2027 GRA Synapse IR-4 Attachment 1 Page 5 of 24 REDACTED (CONFIDENTIAL INFORMATION REMOVED) - 5 - The evidence and arguments presented by NSPI, the Intervenors and the Board on these matters are addressed under the following headings:...

AI summary The document outlines the categorization, classification, allocation, and recognition of seasonal costs in the context of utility functions, as discussed by NSPI, intervenors, and the Board.

2026-2027 GRA Synapse IR-4 Attachment 1 Page 14 of 24 REDACTED (CONFIDENTIAL INFORMATION REMOVED) p. p. 12
Functionalization There was little discussion of functionalization during the hearing. Mr. Dominie submitted in his prefiled testimony that the current chart of accounts is adequate to provide separation between the various related respons...

AI summary The document discusses the lack of discussion on functionalization during the hearing and Mr. Dominie's testimony regarding the adequacy of the current chart of accounts. The Board directed the Company to retain independent accounting consultants and consider the classification of generation and transmission assets using methods such as Fixed/Variable Split, Average and Excess, and Equivalent Peaker.

N-31NSPI (ECC) IR 1 to 41 - REFILED 11 passages
ACCOUNT 357.00 UNDERGROUND CONDUIT p. p. 81
ACCOUNT 357.00 UNDERGROUND CONDUIT SUMMARY OF CURVE FITTING RESULTS - PCT SURV BALANCED AREAS PLACEMENT BAND 1995-2023 001 EXPERIENCE BAND 2009-2023 SURVIVOR RESID RANGE OF SURVIVOR RESID RANGE OF CURVE MEAS FIT CURVE MEAS FIT\ NOT FITTED...

AI summary The text presents a summary of curve fitting results for underground conduit placement, focusing on survivor residue ranges and curve measurements from 1995 to 2023. The segment between 85.0 and 15.0 percent surviving is noted as not fitted.

ACCOUNT 364.00 POLES, TOWERS AND FIXTURES p. p. 81
ACCOUNT 364.00 POLES, TOWERS AND FIXTURES PLACEMENT BAND 1949-2023 005 EXPERIENCE BAND 2020-2023 SURVIVOR CURVE RESID RANGE OF MEAS FIT SURVIVOR RESID CURVE MEAS RANGE OF FIT 44.4-S0 43.0-S0.5 41.8-S1 41.1-S1.5 40.5-S2 5.59 0 - 54 3.60 0 -...

AI summary The document presents data related to poles, towers, and fixtures, including survivor curves and placement bands from 1949 to 2023. It includes statistical ranges and measurements, possibly related to infrastructure longevity or performance metrics.

ACCOUNT 370.00 METERS p. p. 81
ACCOUNT 370.00 METERS PLACEMENT BAND 1972-2023 005 EXPERIENCE BAND 2020-2023 SURVIVOR CURVE RESID RANGE OF MEAS FIT SURVIVOR CURVE RESID MEAS RANGE OF FIT 4.5-S0 3.50 0 - 34 4.2-S0 5.73 3 - 7 4.5-S0.5 2.53 0 - 34 4.3-S0.5 4.16 3 - 7 4.5-S1...

AI summary The text presents a table with data related to meter survivor curves, including various metrics and ranges for different bands and years. The table includes residual measurements and fit ranges for different meter types and placements.

ACCOUNT 390.10 STRUCTURES AND IMPROVEMENTS p. p. 81
ACCOUNT 390.10 STRUCTURES AND IMPROVEMENTS PLACEMENT BAND 1960-2023 002 EXPERIENCE BAND 2004-2023 SURVIVOR CURVE RESID RANGE OF MEAS FIT SURVIVOR CURVE RESID MEAS RANGE OF FIT 53.3-S0 49.2-S0.5 46.0-S1 43.8-S1.5 42.1-S2 41.0-S2.5 40.1-S3 6...

AI summary The document presents data related to survivor curves for structures and improvements, including ranges of measurements and fitting results. It includes various bands and corresponding values, indicating the analysis of structural survival rates over time.

2026-2027 GRA Emrydia IR-2 Attachment 1 Page 348 of 348 p. p. 81
2026-2027 GRA Emrydia IR-2 Attachment 1 Page 348 of 348 NOVA SCOTIA POWER, INC. ACCOUNT 399.76 MINING EQUIPMENT (KELLY ROCK) SUMMARY OF CURVE FITTING RESULTS - PCT SURV BALANCED AREAS PLACEMENT BAND 1998-2003 005 EXPERIENCE BAND 2020-2023...

AI summary This document presents a summary of curve fitting results for mining equipment (Kelly Rock) under Account 399.76, covering placement bands from 1998-2003 and experience bands from 2020-2023. It includes survivor residue ranges and notes that the segment between 85.0 and 15.0 percent surviving was not fitted.

ACCOUNT 360.10 LAND RIGHTS - EASEMENTS p. p. 81
ACCOUNT 360.10 LAND RIGHTS - EASEMENTS YEAR (1) ORIGINAL COST (2) CALCULATED ACCRUED (3) ALLOC. BOOK RESERVE (4) FUTURE BOOK ACCRUALS (5) REM. LIFE (6) ANNUAL ACCRUAL (7) SURVIVOR CURVE IOWA 65-R5 NET SALVAGE PERCENT 0 1952 1,306,789.32 1,...

AI summary The text presents a table detailing the financial aspects of land rights and easements, including original costs, accrued amounts, book reserves, future accruals, remaining life, and annual accruals for various years from 1952 to 1993.

ACCOUNT 362.00 STATION EQUIPMENT p. p. 81
ACCOUNT 362.00 STATION EQUIPMENT YEAR (1) ORIGINAL COST (2) CALCULATED ACCRUED (3) ALLOC. BOOK RESERVE (4) FUTURE BOOK ACCRUALS (5) REM. LIFE (6) ANNUAL ACCRUAL (7) SURVIVOR CURVE IOWA 55-R1.5 NET SALVAGE PERCENT5 1948 24,098.72 20,763 25,...

AI summary The text presents a detailed table of financial data for Account 362.00 Station Equipment, including original costs, accrued amounts, book reserves, future accruals, remaining life, and annual accruals from 1948 to 1991. It reflects historical financial information for station equipment over several decades.

ORIGINAL LIFE TABLE p. p. 193
ORIGINAL LIFE TABLE PLACEMENT BAND 1920-2009 EXPERIENCE BAND 1920-2009 AGE AT EXPOSURES AT BEGIN OF BEGINNING OF INTERVAL AGE INTERVAL RETIREMENTS DURING AGE RETMT INTERVAL RATIO SURV PCT SURV BEGIN OF RATIO INTERVAL 0.0 0.5 1.5 2.5 3.5 4....

AI summary The text presents an original life table with data on exposures, retirements, survival ratios, and percentages for different age intervals from 1920 to 2009. It includes statistical information on survival rates and is part of a depreciation study related to 2026-2027 GRA Emrydia IR-16.

ACCOUNT 365 OVERHEAD CONDUCTORS AND DEVICES p. pp. 23-26
ACCOUNT 365 OVERHEAD CONDUCTORS AND DEVICES ORIGINAL LIFE TABLE, CONT. PLACEMENT BAND 1925-2009 EXPERIENCE BAND 1942-2009 AGE AT EXPOSURES AT RETIREMENTS PCT SURV BEGIN OF BEGINNING OF DURING AGE RETMT SURV BEGIN OF INTERVAL AGE INTERVAL I...

AI summary The text presents a life table for overhead conductors and devices, showing survival ratios and exposure data across various age intervals, with a focus on statistical analysis of retirements and survival rates over time.

ACCOUNT 362.3 MISCELLANEOUS EQUIPMENT p. p. 48
ACCOUNT 362.3 MISCELLANEOUS EQUIPMENT YEAR (1) ORIGINAL COST (2) ACCRUED (3) RESERVE (4) CALCULATED ALLOC. BOOK FUT. BOOK ACCRUALS (5) REM. LIFE (6) ANNUAL ACCRUAL (7) SURVIVOR CURVE IOWA 38-R2.5 NET SALVAGE PERCENT40

AI summary This section of the document discusses Account 362.3, which is related to miscellaneous equipment, including details about the Survivor Curve Iowa 38-R2.5 and net salvage percent 40. It presents a table with various financial and accounting-related columns, such as original cost, accrued amounts, reserve, calculated allocations, and remaining life.

ACCOUNT 391.32 OFFICE FURN & EQUIP - COMPUTER SOFTWARE - FA p. p. 48
ACCOUNT 391.32 OFFICE FURN & EQUIP - COMPUTER SOFTWARE - FA YEAR (1) ORIGINAL COST (2) ACCRUED (3) CALCULATED ALLOC. BOOK FUT. BOOK RESERVE (4) ACCRUALS (5) REM. LIFE (6) ANNUAL ACCRUAL (7)

AI summary This section presents a table related to the accounting of office furniture and equipment, specifically computer software under Account 391.32. The table includes columns for year, original cost, accrued amounts, calculated allocation, reserve, accruals, remaining life, and annual accrual. However, no data is provided in the rows of the table.

N-33Evidence - Doane Grant Thorton - Redacted 2 passages
9 4.2 Procedures p. p. 41
9 4.2 Procedures - 10 Our procedures with respect to the regulatory amortizations include the following: - 11 Reviewed the methodology of proposed regulatory amortization for reasonableness and determined if this 12 was consistent with pre...

AI summary The procedures for regulatory amortizations involve reviewing the methodology for reasonableness, ensuring consistency with prior approvals and industry practices, reconciling with previously approved amortizations, and aligning with the Board's decisions and the Company's audited financial statements.

Preamble p. pp. 45-46
- and tax deductions transferred from Emera Inc., which were specially directed by the Board in the GRA decision to be excluded.[179](#page-48-1) - [4] Above the line adjustments The above-the-line adjustments to total corporate income tax...

AI summary The text discusses deferred income taxes related to the FAM deferral and loss carry-forwards from fuel under-recoveries. It explains that deferred tax expense (recovery) is recorded to ensure earnings neutrality and provides forecasts for deferred income tax asset balances in rate base for 2026 and 2027.

N-34-(i)Exhibit DMM-1 - D Madsen CV Current 3 passages
Manager, Financial Reporting (Contract) April 2012 – October 2012 AltaLink L.P.
Manager, Financial Reporting (Contract) April 2012 – October 2012 AltaLink L.P. - Managed the Financial Reporting group, and performed all duties as required of the Manager, Financial Reporting and any other duties as required. - Coordinat...

AI summary The Manager, Financial Reporting at AltaLink L.P. from April 2012 to October 2012 managed the Financial Reporting group, coordinated the implementation of BPC for SAP consolidation, and provided technical IFRS input for various projects and Canadian Electricity Association matters.

Consultant, Corporate Finance and Tax February 2012 – April 2012
Consultant, Corporate Finance and Tax February 2012 – April 2012 Enerflex Ltd. - Assisted with pre-implementation planning for IFRS 9 through 13. - Reviewed the hedging policy in place at Enerflex to assess ongoing effectiveness and provid...

AI summary The document outlines the professional experience of an individual in corporate finance and tax, including work with Enerflex Ltd. and FortisAlberta Inc. on IFRS implementation, financial reporting, and regulatory filings. It highlights roles in accounting policy reviews, forecasting, and tax planning.

Vice Chair, CEA s Finance and Accounting Subcommittee May 2011 – December 2011 Member May 2007 – December 2011
Vice Chair, CEA s Finance and Accounting Subcommittee May 2011 – December 2011 Member May 2007 – December 2011 Canadian Electrical Association - Attended all bi-annual meetings as an active participant involved in presentations at the meet...

AI summary The Vice Chair of the CEA's Finance and Accounting Subcommittee from 2007 to 2011 was actively involved in meetings, conference calls, and response letters to accounting bodies, and supported the Chair in meeting preparations and speaker arrangements.

N-34-(v)Exhibit DMM-5 - Appendix AMi Depreciation Study Report 2024 - NB Power Distribution 3 passages
Information Provided by NB Power p. pp. 5-6
Information Provided by NB Power NB Power has provided Concentric with the required information, as of March 31, 2024. This information has been compiled from the plant accounting records and includes the following: ▪ Current balances by v...

AI summary NB Power has provided Concentric with detailed accounting information up to March 31, 2024, including aged balances by vintage year, retirement transactions, and accumulated depreciation balances for accounts studied.

Data Reconciliation p. pp. 6-7
Data Reconciliation The above data was reviewed and reconciled to Company control schedules to ensure accuracy and reasonableness in use of the calculations developed in this study. These checks include: - that the surviving investment by...

AI summary The data reconciliation process ensures the accuracy and reasonableness of calculations by reviewing and reconciling data with the Company's control schedules, including checks on surviving investments, vintage balances, and adjusting transactions.

Depreciation p. pp. 7-8
Depreciation The development of the depreciation calculations requires the input of an average service life, a retirement dispersion curve (i.e., Iowa curve) and net salvage recommendations (if applicable) (i.e., collectively, the deprecia...

AI summary The document discusses the methodology for calculating depreciation for NB Power, including the use of the Straight-Line method, the ELG procedure, and the consideration of factors such as service life, retirement dispersion curves, and net salvage. It also outlines the impact of natural disasters and other factors on the average service life of electric plant.

N-34-(vi)Exhibit DMM-6 - Appendix AMii - Depreciation Study Report 2024 - NB Power Transmission 2 passages
Scope p. pp. 4-5
Scope Concentric has been retained by NB Power to develop reasonable and appropriate depreciation amounts based on plant in service as of March 31, 2024, and applied specifically to plant in service as of March 31, 2024, as summarized by T...

AI summary Concentric has been retained by NB Power to calculate depreciation amounts for plant in service as of March 31, 2024, using the Straight-Line method and the ELG procedure. This approach has been approved by the New Brunswick Energy & Utilities Board and is widely used in North America. Amortization accounting is also discussed for certain accounts due to the complexity of processing retirements.

Data Reconciliation p. pp. 6-7
Data Reconciliation The above data was reviewed and reconciled to Company control schedules to ensure accuracy and reasonableness in use of the calculations developed in this study. These checks include: - that the surviving investment by...

AI summary The document outlines data reconciliation procedures to ensure accuracy and reasonableness in calculations, including checks on investment balances, vintage retirements, and adjusting transactions.

N-44STATE OF CONNECTICUT PUBLIC UTILITIES REGULATORY AUTHORITY 3 passages
Category Proposed ($) Adjustment ($) Approved ($) p. p. 42
Category Proposed ($) Adjustment ($) Approved ($) FERC Account-Related (318,332,191) - (318,332,191) Regulatory Asset/Liability-Related 2,105,858 (1,797,791) 308,067 Excess ADIT 2,158,805 - 2,158,805 Plant-Related (3,728,194) 3,217,604 (51...

AI summary The table presents a summary of proposed and approved ADIT (Accrued Deferred Income Taxes) across various categories, including FERC account-related, regulatory asset/liability-related, excess ADIT, plant-related, and provision for deferred income taxes, with total figures showing a net decrease from proposed to approved amounts.

2. Plant Related Adjustments p. p. 42
2. Plant Related Adjustments The Authority utilized the outputs from the Plant Model (modified for PURA adjustments) to calculate a revised Rate Year plant-related ADIT balance. [34](#page-42-3) The Company proposed an average plant-relate...

AI summary The Authority used the Plant Model to calculate a revised Rate Year plant-related ADIT balance, approving an average balance of ($510,590) based on a $3,217,604 adjustment. This reflects the reduction in deferred tax liability from the Authority's adjustments to the Company's plant-inservice.

Table 82: Demand Allocators p. pp. 203-204
Table 82: Demand Allocators Allocator R GS GST LPT M U Substation 51.87% 12.23% 23.36% 12.55% 0.00% 0.00% NCP for Transformers 0.00% 13.04% 63.53% 22.48% 0.77% 0.19% NCP Primary – Overhead Conductors and Poles 46.56% 11.33% 27.93% 13.77% 0...

AI summary The document presents Table 82, which outlines demand allocators across various categories and provides a summary of the Authority's review of the Company's revenue allocation scheme using the updated ACOSS model from Section VIII.C. The table includes percentages allocated to different service types and infrastructure components.

N-48Direct testimony of Jacob Pous 4 passages
17 Q. WHAT IS THE PURPOSE OF YOUR TESTIMONY? p. p. 49
- Interim Retirements. The 2009 Study includes an 7 inappropriate means of quantifying interim retirements that 8 results in an excessive level of Production Plant depreciation 9 expense. However, given the limitations of data and time, no...

AI summary The 2009 Study is criticized for its method of quantifying interim retirements and synthetic aged data creation, leading to excessive depreciation expenses. Adjustments are recommended to reduce depreciation expenses by $14.1 million and $900,000 due to inappropriate calculation procedures and lack of proper analysis.

25 SECTION II: DEPRECIATION – GENERAL p. p. 49
25 SECTION II: DEPRECIATION – GENERAL 26

AI summary This section of the document introduces Section II, which focuses on depreciation. It sets the stage for a detailed discussion on depreciation-related topics, including accounting standards, asset management, and regulatory considerations.

10 Q. BRIEFLY DESCRIBE WHAT IS MEANT BY "PROCEDURE." p. p. 49
10 Q. BRIEFLY DESCRIBE WHAT IS MEANT BY "PROCEDURE." 11 A. "Procedure" identifies a calculation approach or grouping. For example, procedures 12 can reflect the grouping of only a single item, items by vintage (year of addition), 13 items...

AI summary The term 'procedure' refers to a calculation approach or grouping used in utility accounting, such as grouping items by vintage, broad group, or equal life groupings. The ALG procedure is widely used by utilities.

22 Q. WHAT IS THE COMPANY'S BASIS FOR ITS PROPOSAL? p. p. 79
22 Q. WHAT IS THE COMPANY'S BASIS FOR ITS PROPOSAL? 23 A. As was the case for the previous accounts, the Company claims it has relied on its 24 analysis of historical data with generally no change due to information external to the statist...

AI summary The company bases its proposal on historical data analysis, asserting that external information has not significantly influenced the results.

N-51Ontario Energy Board Decision EB-2024-0063 4 passages
Expert Report Proposals p. p. 41
Expert Report Proposals LEI's base ROE estimate did not include 50 basis points (or any basis points) of transaction costs implicitly assumed in the 2009 base ROE determination. LEI recommended considering the transaction costs associated...

AI summary LEI proposed excluding transaction costs from ROE estimates, while Concentric and Nexus disagreed, arguing that flotation costs should be included in ROE to ensure recovery. Nexus cited IFRS rules and suggested adding 50 basis points to the deemed ROE. Dr. Cleary supported the 50 basis point addition as a reasonable practice.

Expert Report Proposals p. p. 75
Expert Report Proposals LEI recommended that transaction costs be considered as operating expenses, as this approach is more suitable for the nature of the expense, which may fluctuate from year to year. LEI also noted the irregularity in...

AI summary LEI recommended that transaction costs be classified as operating expenses due to their fluctuating nature, while Concentric, Nexus, and Dr. Cleary argued that these costs should be recovered in rates through the embedded cost of long-term debt, as per the OEB's current practice. They also raised concerns about potential non-compliance with IFRS if transaction costs are treated as operating expenses.

Submissions p. pp. 96-105
Submissions OEB staff submitted that the OEB's current practice of reviewing the prescribed interest rates for the CWIP account quarterly should be maintained, with updates only made if the formulaic approach results in a change in interes...

AI summary OEB staff recommend maintaining the current quarterly review practice for CWIP interest rates, using a debt-based rate from the FTSE Canada Mid Term Bond Index All Corporate yield, and applying the status quo rate to all projects under construction. They also note that in Ontario, CWIP is not included in rate base.

Cloud Computing Deferral Account p. pp. 143-144
Cloud Computing Deferral Account In November 2023, the OEB issued an accounting order establishing a generic Cloud Computing deferral account allowing utilities to "record cloud computing implementation costs when utilities first transitio...

AI summary In November 2023, the OEB established a generic Cloud Computing deferral account allowing utilities to record cloud computing implementation costs during the transition from on-premise solutions to cloud-based systems. The order outlines how carrying charges will be applied to the account, with the possibility of adjustments based on OEB decisions.

N-52Energy Institute WP 329R 1 passage
CAPM central CAPM high CAPM low Corp RoD UST UST Auto UK p. p. 57
CAPM central CAPM high CAPM low Corp RoD UST UST Auto UK 1982 −4.81 −1.27 3.15 −1.77 0.82 1986 1.10 4.18 1.84 2.11 3.17 3.12 1990 −1.39 1.63 −0.09 0.81 0.56 0.95 1994 −1.08 1.90 0.71 −0.02 0.78 0.43 1998 2.02 0.57 3.49 2.34 0.25 2.31 1.05...

AI summary The table compares various financial benchmarks, including the Capital Asset Pricing Model (CAPM), corporate bonds, regulator-approved return on debt (RoD), 10-year US Treasuries (UST), and UK regulatory decisions, across different years from 1982 to 2022. The data reflects weighted averages across utilities based on their rate base.

N-59Response to Undertaking 12 - Revised with attachments 2 passages
2026-2027 GRA U-12 Attachment 1 Page 5 of 172 p. p. 5
2026-2027 GRA U-12 Attachment 1 Page 5 of 172 AccountNuGroupNumProbableRProbableRGivenASL CurveNamNetSalvag OriginalCost CalculatedAccrued BookReserve FutureAccruals Composite AnnualAccrual AnnualAccInServiceM 39900 0 12 0 5 SQ 0 (9.76) 5....

AI summary The text presents a table with account numbers, group numbers, probable rates, original costs, calculated accrued values, book reserves, future accruals, and annual accruals. It includes data for accounts 39900 and 36520, showing figures related to asset retirement obligations and financial reserves.

CalculationYear CalculationCalculationProcedureName RemainingMinRlValueMinRlValueAverageAge AccountNumberCalculationYearCalculationProcedureName p. p. 5
CalculationYear CalculationCalculationProcedureName RemainingMinRlValueMinRlValueAverageAge AccountNumberCalculationYearCalculationProcedureName 2046 9 EqualLifeGroup RL_Allocat 0 0 15.69335 0.00 366002046EqualLifeGroup 36520 00 0 8 2025 1...

AI summary The text presents a table containing various calculation procedures and values, including account numbers, years, and balances, with some entries indicating ending balances for specific accounts. The data appears to be related to financial or accounting calculations, possibly involving asset management or depreciation.

N-63OEB Cost Allocation Review 13 passages
2.1 Financial Information Requirements p. p. 0
2.1 Financial Information Requirements A cost allocation study will allocate the test period rate base and revenue requirement to the various customer groups. The basic financial information required to perform a cost allocation study is e...

AI summary A cost allocation study is required to distribute the test period rate base and revenue requirement among customer groups. Financial data must be extracted from the Uniform System of Accounts (USoA) as outlined in the Accounting Procedures Handbook, Article 220. Load research and customer-related data are also needed for cost allocation.

3.1 Background p. p. 12
3.1 Background The first step in the cost allocation studies consist of identifying and separating costs that can be directly assigned to a particular rate class. For this project, "direct assignment" will be appropriate only where a given...

AI summary The background section outlines the process of cost allocation, distinguishing between direct assignment and direct allocation. It highlights that only a few accounts are directly assignable, with most costs serving multiple rate classes. The Ontario electricity distribution sector uses a Uniform System of Accounts (USoA) to standardize cost allocation practices.

3.2 Issues and Options p. p. 12
3.2 Issues and Options Building on the work of the 2003 Working Group, the first step is to develop a list of accounts which must be directly assigned by all distributors to specified rate classes. Appendix 1 identifies the accounts propos...

AI summary The document outlines the need to develop a list of accounts directly assigned by distributors to specified rate classes, based on the 2003 Working Group's work. Appendix 1 proposes these accounts, and stakeholder feedback is requested to ensure the list's completeness.

3.3 Initial Recommendations p. p. 12
3.3 Initial Recommendations Staff proposes that the accounts listed in Appendix 1 must be directly assigned. The OEB filing model to be issued will incorporate the mandatory directly assignable accounts.

AI summary Staff recommends that specific accounts listed in Appendix 1 be directly assigned, and the OEB filing model will include these mandatory directly assignable accounts.

4.2 Issues and Options p. p. 12
4.2 Issues and Options Distribution utilities perform the following core functions: - Distribution - Sub-transmission - Customer service - Metering - Administration and General The core distribution function may be further broken down into...

AI summary The document outlines three options for prescribing common functions for distribution utilities, referencing the Uniform System of Accounts (USoA). It discusses the potential need for utilities to reclassify depreciation expenses for more accurate cost allocation studies.

4.3 Initial Recommendations p. p. 12
4.3 Initial Recommendations Given the fact that the USoA is set up in a functional sequence and provides an adequate level of granularity to reasonably functionalize the revenue requirement and rate base, Staff recommends that the function...

AI summary Staff recommends functionalizing the revenue requirement and rate base at the account level under the Uniform System of Accounts (USoA) to ensure consistency and simplify filings. Utilities should reclassify depreciation balances to the rate base account if documentation is available, otherwise prorate based on gross plant balances.

Introduction p. p. 12
Introduction The categorization step, also referred to as "classification", consists of further arranging functionalized expenses and assets into groups based on cost causality characteristics. Generally, from a methodology perspective, th...

AI summary The text discusses the categorization of expenses and assets based on cost causality, focusing on distribution assets and O&M expenses. It outlines how some costs are demand-related, customer-related, or jointly both, with examples such as metering and sub-transmission facilities.

5.1.2 Major Approaches p. p. 12
5.1.2 Major Approaches The 2003 Working Group spent considerable time on the categorization of joint distribution assets and operating expenses. While the literature discusses a variety of techniques, this paper will focus on three princip...

AI summary The 2003 Working Group focused on categorizing joint distribution assets and operating expenses, discussing three principal approaches approved by North American regulators.

Class NCP by Voltage p. p. 12
Class NCP by Voltage Line Losses Demand allocation factors are derived from actual meter reading data. Meters are installed at different voltages. Adjustments must therefore be made for line/transformation losses to fairly compare intercla...

AI summary The document discusses the adjustment of demand allocation factors for Class NCP by voltage, emphasizing the need to account for line and transformation losses. It highlights the use of loss factors from the 2006 EDR applications and the distinction between primary and secondary voltage loads. The USoA is referenced as a basis for these adjustments, with a call for additional filing requirements to better track distribution costs.

6.3.1 Background p. p. 12
6.3.1 Background The accounts classified as customer-related include the following: - (i) Operating and Maintenance Expenses: - Billing - Collection - Meter Reading - Call Centre - Bad Debt - (ii) Capital and Depreciation - Metering - Bill...

AI summary The text outlines how customer-related costs are classified and allocated, including operating and maintenance expenses, capital and depreciation, and the use of weighted customer allocation factors based on factors such as number of customers, investment costs, and service complexity.

Bad Debt p. p. 12
Bad Debt This account will include the amounts of uncollectible utility revenues. Many utilities monitor their bad debt write-offs at the rate class level. The Accounting Procedures Handbook (Article 220) requires utilities to maintain rec...

AI summary The document discusses the management of bad debt in utility revenues, outlining different methods for allocating bad debt expenses. It highlights the importance of considering factors such as customer class, distribution revenues, and historical write-offs in determining an appropriate allocation method.

7.3.2 Options p. p. 12
7.3.2 Options Various approaches can be used to allocate A&G. The first approach consists of allocating A&G in proportion to the labour component of the O&M expenses. This recognizes for example that employee pensions and benefits should b...

AI summary The text discusses various approaches to allocating A&G (Administrative and General) expenses, including proportionate allocation based on labour, pro rata allocation excluding A&G, and grouping similar accounts for allocation based on their nature.

7.3.3 Initial Recommendations p. p. 12
7.3.3 Initial Recommendations For ease of implementation, it is proposed that A&G be allocated pro rata to the allocated O&M expenses (excluding A&G). This would be the standard method of allocation. It is also proposed that some flexibili...

AI summary The text proposes allocating A&G pro rata to O&M expenses, excluding A&G, and allows flexibility for distributors with detailed analyses to group accounts based on plant activities, requiring justification and documentation.

N-64N-64.pdf 11 passages
1.5.6 Filing Questions p. p. 5
1.5.6 Filing Questions This Report includes a number of Filing Questions that all distributors must answer, where applicable, as part of their filings. The responses will generate information useful on a variety of matters such as wholesal...

AI summary This section outlines the requirement for distributors to answer Filing Questions in their filings, which will provide useful information on wholesale market participant costs and accounting treatments. Distributors unable to answer must explain the reasons.

4.1.2 Direction – Distributors that used a historical test year in the EDR 2006 application p. p. 28
4.1.2 Direction – Distributors that used a historical test year in the EDR 2006 application For distributors that used a historical test year in their 2006 EDR applications, the underlying 2004 trial balances will be the basis of the cost...

AI summary Distributors that used a historical test year in their 2006 EDR applications must use 2004 trial balances as the basis for cost data, with specific adjustments. Costs related to non-utility operations and non-recurring regulatory accounts should be excluded. Adjustments to distribution rates for smart meters are excluded, and proper cost allocation is emphasized, including moving costs between accounts.

4.1.7 Filing Questions p. p. 31
4.1.7 Filing Questions It may be of future assistance to the Board to better understand how a distributor attributes various costs to certain key accounts. The following questions must be answered in the filings: - 1. As a distributor, sum...

AI summary The Board requests clarification on how a distributor attributes costs to key accounts, including capitalization policies, functions charged to Account 5630, and the recording of Customer Information System Expenses.

6.2.1 Introduction p. p. 37
6.2.1 Introduction The objective of breaking out accounts into sub-accounts is to better reflect the costs ultimately associated with specific assets according to the role of these assets in the distribution system, i.e., their function. T...

AI summary This section discusses the purpose of breaking out accounts into sub-accounts to better reflect the costs associated with specific assets based on their function in the distribution system. This approach will influence how costs are allocated to different rate classifications. Examples include the division of Account 1835 into sub-accounts based on functions such as bulk, primary, and secondary.

6.2.2.5 Direction – Definition of Primary p. p. 39
6.2.2.5 Direction – Definition of Primary The primary sub-accounts will cover all assets that are not identified as bulk assets (if applicable) or as secondary assets.

AI summary The primary sub-accounts are defined as covering all assets except those identified as bulk or secondary assets, if applicable.

6.5.2 Direction – Treatment of Line Transformers p. p. 45
6.5.2 Direction – Treatment of Line Transformers To properly allocate line transformers assets (Account #1850) and the associated maintenance costs (Accounts #5035, #5055, #5160), the cost allocation model will require customer numbers and...

AI summary The document outlines the need to allocate line transformer assets and their maintenance costs using customer numbers and NCP loads by rate classification to reflect distinct usage patterns, differing from secondary assets.

6.6.1 Introduction p. p. 46
6.6.1 Introduction Contributed capital is a third-party contribution made towards the cost of constructing the distributor's distribution assets. Formerly, these contributions were included in rate base and were rolled into equity when dis...

AI summary Contributed capital refers to third-party contributions toward the cost of constructing distribution assets. Previously included in rate base and equity, it is now accounted for as reductions to asset costs and amortized over the assets' useful lives. The determination of contributed capital is outlined in the distributor's Conditions of Service, and its treatment may vary between distributors.

9.3.1.3 Filing Questions p. p. 72
9.3.1.3 Filing Questions The following questions must be answered: - 1) Identify under what accounts expenses associated with the following activities are included: Call Centre, Customer Information System, Key Accounts and Payment Process...

AI summary The document outlines specific filing questions requiring the identification of accounts for expenses related to Call Centre, Customer Information System, Key Accounts, and Payment Processing, as well as the percentage of each cost within those accounts.

9.3.4.1 Background p. p. 74
9.3.4.1 Background The installed costs of overhead and underground service drops are included in Account 1855. These costs are customer related and it is appropriate to allocate the costs associated with these services (e.g. depreciation,...

AI summary The document discusses the allocation of costs for overhead and underground service drops, which are included in Account 1855. These costs are customer-related and should be allocated based on the weighted number of customers or connections, with some stakeholders noting that certain rate classifications may have zero costs due to distributor demarcation policies.

9.3.4.3 Filing Questions p. p. 74
9.3.4.3 Filing Questions The following questions must be answered: - 1) Services (Account 1855) is a significant account in the cost allocation study and it is important that the proper costs are recorded in this account. What facilities a...

AI summary The document raises questions regarding the proper allocation of costs in Account 1855, specifically concerning which facilities are included and whether it captures service drops for all customers or only those operated at secondary voltages. The Board seeks clarification on the accounting treatment and the impact of any discrepancies.

10.6.1 Background p. p. 81
10.6.1 Background Bad debt expense consists of the amounts of uncollectible revenues. Many distributors monitor their bad debt write-offs at the rate classification level. The Accounting Procedures Handbook (Article 220) requires distribut...

AI summary The document discusses the allocation of bad debt expenses to customer rate classifications, recommending a method based on historical write-offs. It notes lack of stakeholder consensus and addresses concerns about normalization periods and fairness. The Board supports the staff's recommendation for cost allocation purposes.

N-67Response to Undertaking U-4 - Combined Redacted Only 2 passages
FOR THE YEAR ENDING DECEMBER 31, 2026 (IN THOUSANDS OF DOLLARS)
FOR THE YEAR ENDING DECEMBER 31, 2026 (IN THOUSANDS OF DOLLARS) (1) TOTAL EXPENSES (2) PROD. EXPENSES (3) TRANS. EXPENSES (4) DIST. EXPENSES (5) RETAIL EXPENSES (6) PROD. WEIGHTS (7) TRANS. WEIGHTS (8) DIST. WEIGHTS (9) RETAIL WEIGHTS (1)...

AI summary The document outlines financial expenses for the year ending December 31, 2026, categorized into regulatory affairs, finance group, corporate tax, and enterprise services. It includes details on advocacy, audit, investor relations, and procurement expenses, with various subcategories and percentages.

NOVA SCOTIA POWER INC. ALLOCATION OF OPERATING EXPENSES
NOVA SCOTIA POWER INC. ALLOCATION OF OPERATING EXPENSES (1) TOTAL COMPANY (2) DOMESTIC (3) SMALL GENERAL (4) GENERAL (5) GENERAL LARGE (6) SMALL INDUSTRIAL (7) MEDIUM INDUSTRIAL (8) LARGE INDUSTRIAL (9) PHP (10) MUNICIPAL (11) UNMETERED (1...

AI summary The document presents a detailed breakdown of Nova Scotia Power Inc.'s operating expenses across various categories and customer segments, including grants, interest, taxes, revenue, and adjustments related to demand and allocation factors.

N-80Response to Undertaking U-11 1 passage
Summary
Summary Unnamed: 0 NOVA SCOTIA POWER, INC. Unnamed: 2 Unnamed: 3 Unnamed: 4 Unnamed: 5 Unnamed: 6 Unnamed: 7 Unnamed: 8 Unnamed: 9 Unnamed: 10 Unnamed: 11 Unnamed: 12 Unnamed: 13 Unnamed: 14 Unnamed: 15 Unnamed: 16 Unnamed: 17 Unnamed: 18...

AI summary The document presents a table with various entries related to communication equipment, remote monitoring equipment, and miscellaneous equipment, including costs, quantities, and other numerical data. It includes details such as dates, codes, and variances associated with these items.

N-84Response to Undertaking U-17 28 passages
Section 10
ollowing after that subparagraph (ii): (iii) an expenditure for first term shared-use-equipment or second term shared-use-equipment, or (iv) an expenditure described in paragraph 37(1)(b), (6) Subsection 127(9) is amended by adding the fol...

AI summary The text defines terms related to consolidated financial statements and eligible subsidiaries, focusing on the requirements for preparing such statements and the conditions under which a corporation is considered an eligible Canadian public corporation.

Section 11
public corporation in subsection 89(1) were read as “designated stock exchange”, (iii) is not controlled, directly or indirectly in any manner whatever, by one or more non-resident persons, and (iv) would not, if each share of its capital...

AI summary The text defines various legal and financial terms, including 'entity', 'financial statements', and 'fiscal year', and modifies subsections related to investment tax credit calculations for Canadian-controlled private corporations and eligible Canadian public corporations.

Section 203
b) il y a une composante de déduction étrangère du (b) there is a foreign deduction component of the hy- dispositif hybride. brid mismatch arrangement.

AI summary The text mentions a foreign deduction component of the hybrid mismatch arrangement, indicating a discussion related to accounting standards and potential international tax considerations.

Section 213
selon le cas, à un coût égal au montant de la dépense au equal to the amount of the expenditure, at the time that moment où celle-ci est engagée. the expenditure is incurred. (6) The description of I in the definition undepre- (6) L’élémen...

AI summary This text defines the calculation of I in the formula for undepreciated capital cost under subsection 13(21) of the Act, specifying that I is the total of all amounts deducted under subsections 127(5) or (6) or 127.44(3) related to depreciable property of the taxpayer's class.

Section 443
” in the definition pour le contribuable pour l’année si la mention de relevant affiliate interest and financing expens- « dépenses d’intérêts et de financement de la so- es were read as a reference to “an amount deter- ciété affiliée » à...

AI summary The text discusses the interpretation of a definition related to affiliate interest and financing expenses, specifically how an amount determined for A in the definition of interest and financing expenses for the affiliate should be understood.

Section 507
K la valeur de l’élément C, L la valeur de l’élément D. Group ratio — definitions Ratio de groupe — définitions 18.21 (1) The following definitions apply in this section. 18.21 (1) Les définitions qui suivent s’appliquent au présent articl...

AI summary The text defines acceptable accounting standards as International Financial Reporting Standards and generally accepted accounting principles from Canada, Australia, Brazil, and European Union member states. It also introduces a formula for calculating the adjusted net income of a group.

Section 511
e le montant : a) d’un amortissement ou d’une charge (n) Switzerland; d’amortissement relativement à un bien, (o) the United Kingdom; and b) d’une charge relative à la dépréciation ou à la radiation d’un actif visé à l’alinéa a), (p) the U...

AI summary The text defines 'consolidated financial statements' as financial statements prepared according to acceptable accounting standards, which combine the assets, liabilities, income, expenses, and cash flows of two or more entities into a single economic entity. It also outlines various components of amortization, depreciation, and related charges.

Section 512
G le total des montants visés aux éléments D ou F consolidated group means two or more entities, other qui sont inclus dans le calcul du revenu net ou de than an equity-accounted entity but including an ulti- la perte nette d’une entité co...

AI summary The text defines key accounting terms such as 'consolidated group' and 'equity-accounted entity' in the context of financial reporting, explaining how they relate to the preparation of consolidated financial statements and the inclusion of net income or loss in such statements.

Section 516
eprésentant chacun la of the asset or liability during the relevant period and fraction du revenu net déclaré dans ces états is included in either the description of C or H in the qu’il est raisonnable de considérer comme ayant definition...

AI summary The text defines 'group adjusted net book income' for a consolidated group during a relevant period, using a formula involving variables A, B, C, D, E, F, and G. It describes how net income is calculated and adjusted, particularly in relation to interest and financing expenses.

Section 517
where A−B C is the amount, if any, of net income reported in où : the consolidated financial statements of the group for the period, A représente le total des montants (sauf les montants qui sont inclus dans les dépenses d’intérêts et de f...

AI summary The text defines several variables (A−B, C, D, E, F) used in financial calculations, particularly relating to net income, income tax expense, and interest expenses for a group's consolidated financial statements.

Section 523
o the extent that the sale pro- miné, ceeds do not exceed the original cost of the asset, F la partie du montant de revenus d’intérêts déter- M is the total of all amounts referred to in the de- minés du groupe pour la période qui est reçu...

AI summary The text discusses the treatment of interest income and expenses within consolidated financial statements, focusing on the allocation of net income or loss between group members and equity-accounted entities.

Section 524
inanciers établis penses in subsection 18.2(1)) in respect of a bor- conformément à un principe comptable acceptable perti- rowing (within the meaning of the definition ex- nent dans lesquels les actifs, les passifs, le revenu, les dé- emp...

AI summary This text defines consolidated financial statements and group net interest expense, emphasizing the consolidation of financial information from multiple entities into a single economic entity. It outlines the accounting principles used to determine these figures.

Section 527
C−D financière ou seraient ainsi tenus de l’être si les entités where étaient assujetties aux normes internationales d’informa- tion financière. (consolidated group) C is the specified interest expense of the group for the period, and mère...

AI summary The text discusses financial reporting standards, specifically the calculation of interest expense and income for a group, and the determination of consolidated financial statements for entities under international financial reporting standards.

Section 528
tait assujettie paid or payable to the specified non-member, aux normes internationales d’information financière; and c) aucune entité (autre qu’une entité visée à l’alinéa F is the portion of the amount of the specified in- a)) ne détient...

AI summary The text discusses financial reporting standards and group interest expense calculations, including the application of international financial reporting standards and the measurement of assets and liabilities at fair value.

Section 530
income of the con- de la définition de bénéfice net comptable rajusté solidated group for the relevant period; and du groupe. (fair value amount) (b) if the group adjusted net book income of the con- montant de la juste valeur net Le monta...

AI summary The text defines terms related to consolidated financial statements, including 'net fair value amount' and 'relevant period,' focusing on the accounting treatment of consolidated groups and their financial reporting.

Section 539
(ii) have 25% or more of the fair market value of all o) Royaume-Uni; equity interests in the member; or p) États-Unis. (acceptable accounting standards) (c) is a person or partnership in respect of which a member of the group — alone or t...

AI summary The text discusses the determination of an ultimate parent entity based on ownership thresholds, including equity interests, voting rights, and fair market value criteria. It also references accounting standards and financial ratios related to consolidated groups.

Section 558
(4) Aux fins du calcul du bénéfice net comptable rajusté book income, the following rules apply: du groupe, les règles ci-après s’appliquent :

AI summary The text outlines rules for calculating adjusted book income for the group, focusing on the adjusted net income calculation.

Section 563
buable pour toute année d’imposition pertinente afin de rendre applicable le choix ou le choix modifié. Use of accounting terms Utilisation des termes comptables (6) For the purposes of the definitions consolidated fi- (6) Pour l’applicati...

AI summary The text outlines the use of accounting terms and definitions under relevant accounting standards for consolidated financial statements. It also addresses the situation of a single-member group in the context of Canadian tax residency and consolidated groups.

Section 1499
same meaning as in subsection au sens du paragraphe 18.2(1). (cumulative unused ex- 18.2(1); (capacité excédentaire) cess capacity) interest and financing expenses has the same mean- capacité transférée S’entend au sens du paragraphe ing a...

AI summary The text defines several terms related to interest and financing expenses and revenues, as well as transferred capacity, referencing subsections of a legal document. These definitions are consistent with those in subsection 18.2(1), with some exceptions for specific contexts such as economic profit.

Section 1557
the Regulations gains, au paragraphe 5907(1) du même règlement, is replaced by the following: est remplacé par ce qui suit : (iii) in any other case, the amount that would be (iii) dans les autres cas, le montant qui représente- the income...

AI summary The text modifies the definition of earnings under the Regulations, specifically replacing the calculation method for income from an active business in Canada, adjusting for various subsections and sections of the Act that are excluded from consideration.

Section 1612
teraction directe ou indirecte, de quelque manière que ce porting purposes under acceptable accounting principles, soit, d’un utilisateur avec une interface numérique ou re- or would be so required if equity interests in the ultimate cueil...

AI summary The text discusses the definition of a constituent entity within a consolidated group, focusing on entities included in financial statements prepared under acceptable accounting principles, and mentions user data collected through digital interfaces.

Section 1623
r a l’entité. (ultimate parent entity) subsequent calendar year, if any, prescribed by regula- tion in respect of a taxpayer. (première année d’appli- états financiers consolidés États financiers dans les- cation) quels les actifs, les pas...

AI summary The text defines key financial and legal terms such as 'fiscal year,' 'consolidated financial statements,' and 'global revenue threshold,' providing context for their application in regulatory and accounting frameworks.

Section 1637
consolidated financial statements for the year or, revenu canadien de services numériques imposable if the statements are not prepared in accordance with ac- Revenu canadien de services numériques imposable d’un ceptable accounting princip...

AI summary The text discusses consolidated financial statements and their preparation in accordance with acceptable accounting principles, noting that revenue from non-taxpayer entities is excluded from total consolidated group revenue.

Section 1638
tats financiers conso- lidés établis conformément aux Normes internationales (a) the entity holds directly or indirectly a sufficient d’information financière. Cependant, le revenu consolidé interest in one or more other entities so that i...

AI summary The text refers to consolidated financial statements prepared in accordance with acceptable accounting principles, and mentions a revenue threshold applicable under the Digital Services Tax Act. It also references a consolidated group revenue that excludes the income of a non-taxpayer entity.

Section 1642
of the formula would be mathematically b) le résultat de la formule serait mathématiquement undefined. indéfini. Determination of revenue Détermination du revenu 4 (1) For the purposes of this Act, revenue of a taxpayer 4 (1) Pour l’applic...

AI summary The text discusses the determination of revenue for taxpayers under acceptable accounting principles, particularly in the context of consolidated groups and the use of international financial reporting standards.

Section 1643
s consolidés du groupe, ou les used in the preparation of the consolidated finan- Normes internationales d’information financière; cial statements of the group, or 2021-2022-2023-2024 254 70-71 Eliz. II – 1-2 Cha. III 2026-2027 GRA U-17 At...

AI summary The text discusses the application of International Financial Reporting Standards (IFRS) in the preparation of consolidated financial statements for a group, as outlined in Section 96 of the Digital Services Tax Act.

Section 1644
s internationales and d’information financière. (b) in any other case, International Financial Report- ing Standards. Currency of revenue — conversion Devise du revenu — conversion (2) For the purposes of Part 2, if total revenue or total...

AI summary The text outlines the currency conversion requirements for revenue under different parts of the regulation. It specifies that revenue must be converted to the currency of the global revenue threshold or to Canadian dollars using exchange rates acceptable to the Minister.

Section 1731
tité constitutive du groupe consolidé au evant interval (or, if the particular taxpayer cours de l’intervalle pertinent (ou, si le does not determine all those amounts, nil), contribuable donné ne calcule pas un tel and montant, zéro), (ii...

AI summary The text provides a partial translation of a section from a regulatory document, focusing on accounting standards and financial reporting terms related to consolidated group constitutive titles and intervals. It outlines how certain amounts are determined or set to zero in specific contexts.

N-91-(iv)Compliance filing - Appendix A and B - FAM POA 3 passages
3.2.15 Limited-Duration Fuel Testing p. p. 5
3.2.15 Limited-Duration Fuel Testing Page 19 of 33 These fuel testing costs (including solid fuel, liquid fuel and additives such as PAC) consist of the amounts directly incurred for shipping and handling and for conducting the test (e.g.,...

AI summary The document outlines the scope of limited-duration fuel testing costs, specifying that they include expenses related to shipping, handling, and third-party testing, and are limited to non-capital costs. These costs must be separately identified in the Company's accounting records.

Objectives and Scope of the Audit p. p. 33
Objectives and Scope of the Audit The overall objective of the FAM audit will be to examine operational and managerial aspects of the fuel and energy procurement, management, and production functions and activities of NS Power, including a...

AI summary The audit of NS Power's Fuel Adjustment Mechanism (FAM) will examine operational and managerial aspects of fuel and energy procurement, management, and production, including affiliate transactions. The audit will assess adherence to good utility practice and the NS Power Fuel Manual, focusing on fuel costs, contract prudency, hedging practices, and FAM adjustments.

7.0 DEFINITIONS p. p. 33
7.0 DEFINITIONS Actual Adjustment (Refund)/Recovery Rate – AA: is an Actual Adjustment which consists of the difference between fuel-related costs recovered from a rate class through the application of the base rates and the actual fuel co...

AI summary This section defines key terms related to fuel cost adjustments and accounting practices, including Actual Adjustment Rate, Balance Adjustment Rate, Base Cost of Fuel, and Annual Weighted Average Cost of Capital. These definitions are essential for understanding how fuel costs are tracked, recovered, and adjusted in NS Power's rate structures.

N-92Compliance Filing - Standardized Filings - Redacted 16 passages
Section 105
(1) REGULATORY AFFAIRS (2) Advocacy Expense 1,885 1,367 132 309 29 48 F - 2 (3) Other Expenses 7,402 5,367 517 1,212 115 190 F - 2 (4) Subtotal 9,287 6,734 649 1,521 144 239 (5) (6) FINANCE GROUP (7) INTERNAL AUDIT 1,782 1,292 125 292 28 4...

AI summary The document presents a summary of expenses related to Regulatory Affairs and the Finance Group, including Advocacy, Internal Audit, Investor Relations, and other financial activities, with figures provided for different categories and periods.

Section 124
(1) REGULATORY AFFAIRS (2) Advocacy Expense 1,837 1,367 132 309 29 0.3% 0.1% 0.1% 0.0% (3) Other Expenses 7,212 5,367 517 1,212 115 1.2% 0.4% 0.4% 0.2% (4) Subtotal 9,048 6,734 649 1,521 144 1.6% 0.5% 0.5% 0.2% (5) (6) FINANCE GROUP (7) IN...

AI summary The text presents a financial breakdown of expenses under the Regulatory Affairs and Finance Group sections, including Advocacy, Internal Audit, Investor Relations, and other corporate functions, with comparisons across different time periods and percentages.

Section 157
0 0 -300 (10) TOTAL 922,526 909,901 0 0 0 12,624.99

AI summary The text presents a financial summary with a total value of 922,526 and a difference of 12,624.99. It appears to be related to financial reporting or accounting.

Section 193
0 0 0 0 0 0 0 0 0 0 0 P-14 (23) CORPORATE TAXES -1,862 -1,196 -61 -331 -38 -34 -44 -68 -56 -26 -9 P-14 (24) Non-Operating Revenue: (25) STEAM AND ASH SALES -1,293 -830 -43 -231 -26 -24 -30 -47 -39 -18 -6 O-8 (26) OTHER REVENUE -868 -557 -2...

AI summary The text presents a financial summary with various line items including corporate taxes, non-operating revenue from steam and ash sales, and other revenue. It also includes return (profit/loss), interrider demand adjustment, allocation of interrider demand adjustment, ELI 2P-RTP demand adjustment, and allocation of ELI 2P-RTP demand adjustment with associated figures and codes.

Section 195
0 0 0 0 0 0 0 0 R-2 (42) GRANTS IN LIEU 0 0 0 0 0 0 0 0 0 0 0 P-8A (43) DEPRECIATION 0 0 0 0 0 0 0 0 0 0 0 EXH 6D (44) INTEREST NET OF AFUDC 0 0 0 0 0 0 0 0 0 0 0 P-15A (45) PREFERRED DIVIDENDS 0 0 0 0 0 0 0 0 0 0 0 P-15A (46) CORPORATE TA...

AI summary The text presents a financial table with various line items, including grants in lieu, depreciation, interest, preferred dividends, corporate taxes, non-operating revenue, and total figures, all showing zero or negative values. The table appears to be part of a regulatory proceeding's financial disclosure.

Section 217
0 0 0 0 0 0 0 0 0 C-7 (23) METER DATA SERVICES 716.827 45 65 114 104 75 78 111 3 121 0 O-16 (24) PAYMENT SERVICES 0.000 0 0 0 0 0 0 0 0 0 0 C-7 (25) CREDIT SERVICES 4,965.923 4,171 118 608 0 69 0 0 0 0 0 EXH 6C (26) MARKETING & SALES 0.000...

AI summary The document presents a table with various expense categories and their associated financial figures, including Meter Data Services, Payment Services, Credit Services, and others, along with references to exhibits and orders. It outlines costs and revenues across different line items and periods.

Section 421
(10) Regulatory Amortization (677,610) (677,610) Regulatory Amort. 100.0% K322 (11) Fuel Expense (1,808,772) (1,729,291) ML - NS Block (BCF COSS) 100.0% B8..M8 and B35..M37 (12) FAM Deferral Interest 328,135 343,365 Interest & Other Exp 10...

AI summary The text provides a summary of various financial and regulatory expenses, including regulatory amortization, fuel expense, FAM deferral interest, AMI opt-out charges, and income tax. It outlines figures related to operating expenses and the rate base, indicating financial performance and regulatory considerations.

Section 600
(1) REGULATORY AFFAIRS (2) Advocacy Expense 1,931 1,345 156 334 26 70 F - 2 (3) Other Expenses 7,582 5,280 612 1,310 104 277 F - 2 (4) Subtotal 9,513 6,625 767 1,643 130 347 (5) (6) FINANCE GROUP (7) INTERNAL AUDIT 1,825 1,271 147 315 25 6...

AI summary The text outlines various expenses categorized under Regulatory Affairs, Finance Group, and Enterprise Services, including Advocacy Expense, Internal Audit, Investor Relations, and Procurement & Facilities, with figures and references to different financial categories and subtotals.

Section 679
0 0 0 0 R-2 (42) GRANTS IN LIEU 0 0 0 0 0 0 0 0 0 0 0 P-8A (43) DEPRECIATION 0 0 0 0 0 0 0 0 0 0 0 EXH 6D (44) INTEREST NET OF AFUDC 0 0 0 0 0 0 0 0 0 0 0 P-15A (45) PREFERRED DIVIDENDS 0 0 0 0 0 0 0 0 0 0 0 P-15A (46) CORPORATE TAXES 0 0...

AI summary The text presents a table with financial categories and corresponding values, including grants in lieu, depreciation, interest, preferred dividends, corporate taxes, and non-operating revenue, all with zero values. It also references various pages and exhibits.

Section 921
- (176) BAD DEBT EXPENSE 5,012.9 17.5% 7,503,950 (177) Total 15,047.3 52.6% 22,524,963 Customer Service Total 28,604.7 28,604.7 100.0% 42,819,524 (178) 0 REDACTED (CONFIDENTIAL INFORMATION REMOVED) REDACTED 2026-2027 GRA Compliance Filing...

AI summary The document presents a detailed listing of the Cost of Service Study (C.O.S.S.) input information for Nova Scotia Power Inc. for the year ending December 31, 2027, including line items such as bad debt expense and total customer service costs.

Section 935
129.17 113.00 (333) Small General 146.15 111.72 (334) General 565.62 392.00 (335) Large General 1,811.88 692.00 (336) Small Industrial 589.45 196.84 (337) Medium Industrial 1,611.77 692.00 (338) Large Industrial 1,891.93 1,106.00 (339) PHP...

AI summary The document presents a detailed listing of input information from the Cost of Service Study (C.O.S.S.) for Nova Scotia Power Inc. for the year ending December 31, 2027, with various categories and associated dollar amounts.

Section 944
REDACTED (CONFIDENTIAL INFORMATION REMOVED) REDACTED 2026-2027 GRA Compliance Filing - SR-01 Attachment 3 Page 96 of 102 NOVA SCOTIA POWER INC. DETAILED LISTING OF C.O.S.S. INPUT INFORMATION FOR THE YEAR ENDING DECEMBER 31, 2027 (IN THOUSA...

AI summary The document is a detailed listing of input information from Nova Scotia Power Inc.'s Cost of Service Study (C.O.S.S.) for the year ending December 31, 2027, presented in thousands of dollars.

Section 952
REDACTED (CONFIDENTIAL INFORMATION REMOVED) REDACTED 2026-2027 GRA Compliance Filing - SR-01 Attachment 3 Page 97 of 102 NOVA SCOTIA POWER INC. DETAILED LISTING OF C.O.S.S. INPUT INFORMATION FOR THE YEAR ENDING DECEMBER 31, 2027 (IN THOUSA...

AI summary This document is a detailed listing of input information for Nova Scotia Power Inc.'s Cost of Service Study for the year ending December 31, 2027. It is part of a confidential compliance filing related to the 2026-2027 GRA (likely a regulatory or compliance acronym).

Section 956
S - DEMAND 0.4819 (580) BIOMASS - ENERGY 0.5181 (581) (582) Bad Debt Direct Cost Allocator (Domestic) 0.84 (583) REDACTED (CONFIDENTIAL INFORMATION REMOVED) REDACTED 2026-2027 GRA Compliance Filing - SR-01 Attachment 3 Page 98 of 102 NOVA...

AI summary The document provides a detailed listing of input information for the Cost of Service Study (C.O.S.S.) for Nova Scotia Power Inc. for the year ending December 31, 2027, including allocation factor information and calendar month of system peak data.

Section 962
50,433 54,239 49,133 55,684 48,648 54,408 45,826 61,953 50,562 63,643.9 (43) CLASS NON-COINCIDENT DMD. - INDUSTRIAL LARGE 92,014 92,756 86,801 88,913 92,902 97,263 97,187 103,959 102,722 99,058 101,792 92,640 103,959.2 (44) CLASS NON-COINC...

AI summary The text provides a detailed listing of input information for the Cost of Service Study (C.O.S.S.) for Nova Scotia Power Inc. for the year ending December 31, 2027, including allocation factor information and various demand class data.

Section 967
100 of 102 NOVA SCOTIA POWER INC. DETAILED LISTING OF C.O.S.S. INPUT INFORMATION FOR THE YEAR ENDING DECEMBER 31, 2027 (IN THOUSANDS OF DOLLARS) ALLOCATION FACTOR INFORMATION

AI summary The document provides a detailed listing of input information for the Cost of Service Study (C.O.S.S.) for Nova Scotia Power Inc. for the year ending December 31, 2027, focusing on allocation factor information.

101354Board Decision 2 passages
3.7.3.1 CAPM Models p. p. 206
3.7.3.1 CAPM Models [471] The CAPM accounts for the risk of common equity relative to risk free securities such as government bonds. The CAPM model estimates the required return of a security based on the relationship between the expected...

AI summary The text discusses the Capital Asset Pricing Model (CAPM) and its application in estimating the required return of a security based on risk. It outlines key components of the CAPM model, including the risk-free rate, market risk premium, and beta. Different estimates for return on equity (ROE) under the CAPM model are presented by Concentric and Dr. Cleary.

Preamble p. p. 211
[490] Dr. Cleary expressed concerns about Concentric's DCF model, noting its reliance on short-term earnings per share growth based on sell-side analysts' forecasts, rather than buy-side. He observed that the sell-side forecasts are typica...

AI summary Dr. Cleary critiques Concentric's DCF model for relying on potentially biased analyst forecasts and over-optimistic GDP growth assumptions. He applies the DDM model using historical GDP data and dividend yields to estimate implied returns for the market and Canadian utilities. Concentric defends its approach by emphasizing the use of multiple growth sources and historical data to justify its model assumptions.

99670Comments on Preliminary Issues List - NSPI 1 passage
Comment p. p. 0
Comment The GRA does not propose any changes to NS Power's Accounting Policies. Given the foregoing and the support for the GRA outcomes, NS Power submits this issue does not warrant further evidence in the hearing of this matter.

AI summary NS Power states that the General Rate Application does not propose changes to its Accounting Policies and that the issue does not require further evidence in the hearing.

101354Board Decision 2 passages
3.7.3.1 CAPM Models p. p. 206
3.7.3.1 CAPM Models [471] The CAPM accounts for the risk of common equity relative to risk free securities such as government bonds. The CAPM model estimates the required return of a security based on the relationship between the expected...

AI summary This section explains the Capital Asset Pricing Model (CAPM), which calculates the required return on equity by considering the risk-free rate, market risk premium, and company beta. Different entities, including Concentric and Dr. Cleary, have estimated varying returns on equity using CAPM analysis.

Preamble p. p. 211
[490] Dr. Cleary expressed concerns about Concentric's DCF model, noting its reliance on short-term earnings per share growth based on sell-side analysts' forecasts, rather than buy-side. He observed that the sell-side forecasts are typica...

AI summary Dr. Cleary critiques Concentric's DCF model for relying on potentially biased analyst forecasts and overestimating dividend growth relative to GDP. He uses the DDM model to estimate market returns, applying historical GDP growth and dividend yields. He also discusses the limitations of single-stage models and the use of multi-stage models like the H-Model.

101825Board Order 1 passage
7.0 DEFINITIONS p. pp. 143-144
7.0 DEFINITIONS Actual Adjustment (Refund)/Recovery Rate – AA: is an Actual Adjustment which consists of the difference between fuel-related costs recovered from a rate class through the application of the base rates and the actual fuel co...

AI summary The text defines key terms related to fuel cost adjustments and financial calculations used in regulatory proceedings, including Actual Adjustment Rate, Balance Adjustment Rate, and Annual Weighted Average Cost of Capital. These terms are essential for understanding how fuel costs are recovered and adjusted in utility rate structures.

20260108-1Hearing Transcript — 01/08/2026 (Pecurica, Willett, Williams, Flemming, Coyne) 1 passage
Section 91
INTERNATIONAL REPORTING INC. CERTIFIED COURT REPORTERS 1 Appendix 10(a), your report; it's Figure 24. It's on page 2 49 of 87, I have, Mr. Coyne, if the paper copy. And 3 it's PDF 76. That's where I'm going. 4 And in undertaking this CAPM...

AI summary The text discusses a CAPM analysis conducted by Concentric, using the average of Canadian and U.S. MRPs. The discussion includes a reference to historical Canadian MRPs and a flotation rate of 9.06 percent, with a request to call up specific documents for further review.

20260112-2Hearing Transcript — 01/12/2026 (Brown, Griffiths, Musco, Morgan) 1 passage
In-ch, (Mahody)
In-ch, (Mahody) 1 DUSTIN MADSEN, Solemnly Affirmed: 2 EXAMINATION ON QUALIFICATIONS BY MR. MAHODY 3 Q. Mr. Madsen, could we begin by 4 confirming that you filed evidence in this matter that's 5 been marked as Exhibit N-34? 6 Confirmed. A....

AI summary Dustin Madsen, President of Emrydia Consulting Corporation, outlines his professional qualifications and experience, including his work in regulatory finance, consulting for regulated entities, and teaching in the field of accounting and regulatory finance.

20260113-1Hearing Transcript — 01/13/2026 (Pecurica, Willett, Williams, Flemming, MacIntosh) 2 passages
Questions, (Chair)
Questions, (Chair) 1 disagree. I suggest we should use the actuals because 2 that's what the model dictates, for one thing, and it's 3 more accurate; they suggest forecasts. 4 But either way, that market yield on 5 the government bonds is...

AI summary The discussion revolves around the use of actuals versus forecasts in modeling, with a focus on the relevance of yield to maturity in the CAPM model. The speaker argues that yield to maturity, not income yield, should be used as the risk-free rate, and mentions calculations that support this position.

Section 36
tive every year, right, because it would just be the interest paid on the bond, coupon, the annual coupon divided by the price, and the price would never be negative, nor would the coupon be negative. INTERNATIONAL REPORTING INC. CERTIFIED...

AI summary The discussion focuses on the Capital Asset Pricing Model (CAPM) and the use of total return concepts, particularly the risk-free rate defined as yield to maturity rather than income yield. It emphasizes that professionals use total returns in practice, citing studies from the Financial Analysts Journal and CFA curriculum.

Disclaimer: These summaries were generated by AI from the filings they describe. We take care to make them accurate, but errors are possible - and they aren't advice. Only the filings themselves are the record: if you're relying on something here, confirm it against the source documents or the Nova Scotia Energy Board's own record. Full disclaimer →