Miss. Code. tit. 39, pt. 1, ch. 29, r. 39-1-29, app 39-1-29-C, sch. 39-1-29-C-3
In addition to the original and twelve (12) copies of the petition, the following items are required:
13 1. All direct testimony to be relied upon including a statement of the proposed changes and the reasons for the changes.
13 2. Schedule of present rates, fares, tolls, charges or rentals in effect, and the changes proposed to be made.
13 3. Sample tariffs implementing the changes. Proposed deletions to current tariff shall be shown by striking over such. Additions or amendments to existing tariff shall be underlined.
13 4. Balance sheet for the most recent month available which shall be not later than nine months prior to the filing date. For multi-state utilities, the balance sheet shall be for the company as a whole plus an estimated balance sheet for Mississippi operations and a summary of the basis on which the estimate was prepared.
13 5. Operating statement of revenues and expenses for twelve months ending as of the date of the balance sheet.
13 6. Proforma operating statement in the same form as the actual operating statement beginning with the effective date of the proposed changes (a) without giving effect to changed rates (b) giving effect to changed rates.
13 7. Proforma operating statement in the same form as the actual operating statement for the same period giving affect to the proposed changes in rates and adjusted for known changes in the cost of operations.
13 8. Statement showing (a) number of current customers as of the date of filing notice of intent by classes affected by the proposed changes (b) the actual revenue under the old rates arising from each class and (c) the annual amount of the proposed increase or decrease applicable to each class.
13 9. Statement showing the utility's calculation of jurisdictional rate base including, if applicable, gross plant, accumulated depreciation, working capital, material and supplies, other properties and assets, accumulated deferred income taxes, customer deposits and investment tax credits.
13 10 Statement showing utility's calculation of return on rate base with and without the proposed increase.
13 11. Federal Income tax returns and State Income tax returns, with all required attachments and schedules, for prior three years. If a consolidated return, the portion applicable to Mississippi.
13 12. Copy of notice to customers sent pursuant to RP 9.
13 13. Copy of charter or articles of incorporation.
13 14. The amount and kinds of stock authorized, issued and outstanding.
13 15. The number and amount of bonds authorized and the number and amount issued.
13 16. The rate and amount of dividends paid during the five previous fiscal years and the amount of capital stock on which dividends were paid each year.
13 17. An analysis of the surplus covering the period from the close of the last calendar year for which an annual report has been filed with the Commission to the date of the balance sheet attached to the notice.
13 18. Guidelines or directives to the public utility's presentation provided by a controlling affiliate, parent or holding company.
13 19. Marginal cost data.
13 20. Alternative rate design.
13 21. Conservation effectiveness.
13 22. A properly prepared, complete, detailed lead/lag study for the test year for the total company, Mississippi retail, other retail jurisdictions, and Federal Energy Regulatory Commission wholesale rates (if applicable) in support of the public utility's total working capital requirements contained therein, including all working papers in support thereof.
13 23. An exhibit listing the names and addresses of all interested persons as defined in RP 2.115 herein together with a certificate that the filing utility has served a notice of the filing upon each.
13 24. The year of the last authorized major rate increase, amount of the increase and the docket number of the proceeding.
13 25. The provisions of items 4, 5, 6, 7, 9, 10, 17 and 21 shall not be applicable to public utilities heretofore or hereafter exempt by Commission order from rate base regulation.
Miss. Code. tit. 39, pt. 1, ch. 29, r. 39-1-29, app 39-1-29-C, sch. 39-1-29-C-3