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Rule 3407(g) / 4407(g) - Disconnection reporting requirements
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ItemDescription
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1File report in Proceeding number 23M-0042EG
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Due April 1 for reporting year 2023. Due March 1 for all subsequent years.
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2Data may be reported either Monthly or Quarterly, but not both.
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Templates are provide for both monthly and quarterly reporting.
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User should use separate Data Tabs for reporting results for All customers and for Income-Qualified customers
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4Blue fields require data entry - edit these fields.
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Tan fields contain pre-filled formula's or informational data - please do not edit these fields
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Enter reporting calendar year in Cell D10
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Rows 12-29 summarize all information reported by zip code.
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User should copy rows 31-48 as many as times as necessary to complete reporting for all zip code
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Enter zip codes in Column C in the first row for each set of reporting metrics.
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Enter "0" when no data exists for numbered answers rather than "NA" and use "NA" when no data exists for written content
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5Rule 3407/4407 (g) states:
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No later than March 1 of each calendar year, each utility shall file a report covering the prior calendar year in the miscellaneous proceeding for utility disconnection filings, using the form available on the Commission’s website. The report shall provide data on residential customers by class and zip code and must also break down such data by low-income customers, defined as customers participating in low-income programs authorized by rule 3412 and the Low-Income Energy Assistance Program. For data provided in this report, paragraph 3033(b) from the PUC rules shall not apply. The report shall contain the following information, displayed by quarter:
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(A) total number of unique customers; 
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(B) total dollar amount billed; 
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(C) total number of customers charged a late payment charge; 
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(D) total dollar amount of late payment charges collected; 
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(E) number of customers with an arrearage balance by vintage (1-30 days, 31-60 days, 61-90 days, 91+ days); 
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(F) dollar amount of arrearages by vintage (1-30 days, 31-60 days, 61-90 days, 91+ days); 
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(G) total number of disconnection notices sent; 
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(H) total number of disconnections for nonpayment; 
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(I) total number of service restorations after disconnections for nonpayment; 
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(J) average duration of disconnection for nonpayment by hours, measured from when the customer completes an action in paragraph 3409(b) to when service is restored; 
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(K) total dollar amount of deposits collected for restoring service that was disconnected for nonpayment; 
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(L) total number of deposits collected for restoring service that was disconnected for nonpayment; 
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(M) total number of new installment payment plans entered into; 
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(N) average repayment term of new installment payment plans entered into;
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(O) total dollar amount of fees collected for disconnecting service for nonpayment; 
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(P) total dollar amount of fees collected for restoring service that was disconnected for nonpayment; 
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(Q) total dollar amount of collection fees collected from customers whose service was disconnected for nonpayment; and 
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(R) total dollar amount of any other tariff-authorized charges or fees collected resulting from past due amounts, service disconnection for nonpayment, and restoring service that was disconnected for nonpayment.
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Each utility shall also file the following additional items (On report tab).
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 (A) A narrative containing the utility’s analysis of any trends or inconsistencies revealed by the data in the prior year including, at minimum, an analysis of: 
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(i) the total number of residential customers who were disconnected for nonpayment in the prior calendar year and percent of those customers who were disconnected for nonpayment multiple times; and 
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(ii) the total number of residential installment payment plans entered into in the prior calendar year, the average length of those installment payment plans, the number of residential installment payment plans completed, and the number of residential installment payment plans that were broken. 
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(B) Information about how the utility is working to reduce delinquencies and disconnections, including any actions the utility is taking specific to residential customers experiencing multiple disconnections in a calendar year, and a description of the efforts made to identify entities to which the utility refers customers for energy bill assistance.  
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