OAR 860-027-0200
Energy Utility Acquisition
(1)
The information required by OAR 860-027-0030 (Application by an Energy or Large Telecommunications Utility for Authority to Issue Stocks, Bonds, Notes, or Other Securities)(1)(a) through (d), inclusive;(2)
A schedule detailing the existing capital structure of the energy utility to be acquired, as well as a pro forma utility capital structure as of 12 months after the acquisition is to be completed;(3)
An explanation of how the bond ratings and capital costs of the acquired utility will be affected by the acquisition;(4)
A description of existing and planned nonutility businesses which are or will become affiliated interests of the acquired utility under ORS 757.015 (“Affiliated interest” defined for ORS 757.105 (1) and 757.495), and a description of the organizational structure under which the applicant intends to operate its businesses;(5)
A description of the method by which management, personnel, property, income, losses, costs, and expenses (including tax-related expense) will be allocated by the applicant between its utility and nonutility operations (if applicable);(6)
A description of any planned changes that may have a significant impact upon the policy, management, operations, or rates of the energy utility;(7)
A description of any plans to cause the energy utility to sell, exchange, pledge, or otherwise transfer its assets;(8)
A copy of any existing or proposed agreement between the energy utility and any businesses which will become affiliated interests of the acquired utility under ORS 757.015 (“Affiliated interest” defined for ORS 757.105 (1) and 757.495); and(9)
A motion for a general protective order or modified protective order under OAR 860-001-0080 (Protective Orders), if necessary for the release of information under sections (1) through (8) of this rule.
Source:
Rule 860-027-0200 — Energy Utility Acquisition, https://secure.sos.state.or.us/oard/view.action?ruleNumber=860-027-0200.