OAR 860-027-0200: Energy Utility Acquisition

In addition to the information required by ORS 757.511, any person filing an application pursuant to that statute, shall also provide: (1) The information required by OAR 860-027-0030(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, 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; and (9) A motion for a general protective order or modified protective order under OAR 860-001-0080, if necessary for the release of information under sections (1) through (8) of this rule.