Form Gao-09 - Assessment Report - Pennsylvania Public Utility Commission (Page 2 of 5) in pdf

INSTRUCTIONS FOR PREPARING ASSESSMENT REPORT - FORM GAO-09

FOR GENERAL REGULATORY ASSESSMENT PURPOSES

TO ALL ELECTRIC, GAS, TELEPHONE, AND WATER/WASTEWATER UTILITIES

The Assessment Report, Form GAO-09 is enclosed for your convenience to be used to submit

your gross intrastate (jurisdictional) operating revenues for calendar year 2009.

Section 1: Please verify that all the preprinted address information on the enclosed form is correct. If

the address is not correct, cross out and print the correct information. If the preprinted name or utility

code is incorrect, please contact the assessment section.

Section 2: The Assessment Report (Form GAO-09) is now tied to the Annual Report to be filed

with the Commission. This will help to specifically identify assessable revenue and create a

high level of filing consistency among the companies within each utility type. The following is a

listing, per utility type, of amounts that must be transferred to the Assessment Report, Section 2

line 1, from the Annual Reports:

1. Electric Utilities – Schedule 400, Column C, Line 8

2. Gas Utilities – Schedule 400, Column C, Line 15

3. Telephone – Income Statement, Column B, Line 7

4. Water/Wastewater Utilities – Schedule 401, Column C, Line 28

Gross intrastate (jurisdictional) operating revenues are generated from your public utility

operations only within Pennsylvania and without deductions for expenses of any kind.

Section 3: Assessment Report (Form GAO-09) must be completed in its entirety in order to be

accepted as final. This includes signatures and notarization along with receipt in the

Commission’s Assessment Section on or before March 31, 2010. Please be sure to include a valid

telephone number for the person preparing this report to answer questions, if necessary. The following

are addresses for the Assessment Section of the PUC:

FIRST CLASS MAIL:

CERTIFIED OR EXPRESS MAIL:

Pennsylvania Public Utility Commission

Bureau of Administrative Services

Assessment Section Room N-303

Assessment Section

400 North Street

P.O. Box 3265

Harrisburg, PA 17120

Harrisburg, PA 17105-3265

Contact persons: Ms. Susan A. Daub

Ph: (717) 265-7548

Mr. Stanley A. Heintzelman

Ph: (717) 772-0316

Fax: (717) 783-8052

Section 4: On page 4 (back side of page 3) is the Authorization of Release for Tax Records. This

section should be completed in its entirety.

GAO-09

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Form Gao-09 - Assessment Report - Pennsylvania Public Utility Commission Page 2