1. REVISED UNIFORM REPORTORIAL REQUIREMENT (URR)
Investigation & Enforcement Division
Reportorial Compliance Requirements

2. URR
July 13, 2009 – Resolution No. 17, s. 2009, DUs are required to implement and comply with the Uniform Reportorial Requirement (URR) starting January 2010 in lieu of the ERC-DU-M01 and DU-M02
December 16, 2009 – Resolution No. 24, s. 2010, suspending the submission of URR
Uniform Reportorial Requirement (URR)

3. RESOLUTION NO. 21, s. 2010
Resolution Amending Section 4 of Article 4 and Section 1 of Article 5 of the Rules Governing the Automatic Cost Adjustment and True-Up Mechanisms and Corresponding Confirmation Process for Distribution Utilities
November 24, 2010 – Published, Daily Tribune
December 9, 2010 – Effective
Uniform Reportorial Requirement (URR)

4. [ (ASLC – ASLR) + SLOURN]
RESOLUTION NO. 21, s. 2010
Article 4 – Calculation of the Over/Under Recovery in the Implementation of Adjustment Mechanisms
[ (ASLC – ASLR) + SLOURN]
SSLOUR
SLOUR =
ASLC = ASLC Y1 + ASLC Y ASLC Yn
ASLC Y1..n = [ (GTGCY + TCY – 50% PFDY) U ] SY
TPGY TPGY
SSLOUR = Total kWh Sales for the recovery period net kWh distributed to customers under special programs and Sale for Resale Agreements, if such sales have different system loss charge rates from regular customers
Uniform Reportorial Requirement (URR)

5. Distribution Utilities
RESOLUTION NO. 21, s. 2010
Article 5 – Filing. The DUs shall file their respective consolidated applications within the period as prescribed hereunder:
Distribution Utilities
Period of
Filing
Covered Adjustments
Luzon DUs
March 31, 2011
Adjustments implemented until the billing month of December 2010
Visayas DUs
March 31, 2012
Adjustments implemented until the billing month of December 2011
Mindanao DUs
March 31, 2013
Adjustments implemented until the billing month of December 2012
Uniform Reportorial Requirement (URR)

6. RESOLUTION NO. 23, s. 2010
Rules Implementing the Discounts to Qualified Senior Citizen End-Users and Subsidy from the Subsidizing-End Users on Electricity Consumption under Sections 4 and 5 of Republic Act No. 9994
January 7, 2010 – Published, Manila Times
January 23, 2010 – Effective
Uniform Reportorial Requirement (URR)

7. RESOLUTION NO. 7, s. 2011
Resolution Allowing the Distribution Utilities to Include in their Monthly Transmission Cost the National Grid Corporation of the Philippines’ National Franchise Tax
April 7, 2011 – Published, Daily Tribune
April 12, 2011 – Effective
Uniform Reportorial Requirement (URR)

8. RESOLUTION NO. 24, s. 2011
Recognizes the new developments in the electric industry:
The filing of the on-grid Electric Cooperatives pursuant to RSEC-WR
Promulgation of DSWD’s “Implementing Rules and Regulations of Republic Act No. 9994”
Resolution No. 21, series of 2010, amending the System Loss Rate Over/under Recovery formula
Promulgation of the “Rules Implementing Discounts to Qualified Senior Citizen End-Users and Subsidy from the Subsidizing End-Users on Electricity Consumption Under Sections 4 and 5 of Republic Act No. 9994”
Resolution No. 7, series of 2011, the inclusion of 3% NGCP – FT in the transmission cost computation
Uniform Reportorial Requirement (URR)

9. RESOLUTION NO. 24, s. 2011
Starting January 2012, DUs are required to submit one (1) electronic copy and scanned supporting documents and two (2) hard copies of the accomplished URR model together with the supporting documents, in lieu of ERC DU-M01 and DU-M02
Conduct regional orientation/workshop on the use of the revised/improved URR model –
Date
DUs covered
Oct. 25 – Nov. 5, 2011
Visayas – first batch (Region 6)
second batch (Regions 7 & 8)
Nov. 8 – 18, 2011
Mindanao – first batch (Regions 9 & 10)
second batch (Regions 11 & 12)
Nov. 22 – Dec. 16, 2011
Luzon – first batch (Northern DUs)
second batch (Southern DUs)
third batch (Central DUs)
Uniform Reportorial Requirement (URR)

10. COMPARISON OF CONTENT EXISTING DU-M01 & DU-M02 REVISED URR DU-M01
INFORMATION DATA
Actual Rate Schedules
Supplier & Trans Data
Statistical Data
Actual Implemented Rates
AGRA Requirements
CALCULATIONS
Prompt Payment Discounts
Generation Rate
Pilferage Recovery
Transmission Rate
GR/SLR Revenues
System Loss Rate
Lifeline Subsidy
Business and Franchise Taxes
Senior Citizen
DU VAT
MONITORING OF APPROVED RATES
Monitoring of Approved Over/Under
Recoveries
Revenues
DU-M02
TECHNICAL DATA
Energy and System Loss Data
Energy & System Loss Data
Component of System Loss
Other Technical Data
Uniform Reportorial Requirement (URR)
Reportorial Compliance Requirements

11. URR PROCESS INPUT OUTPUT Power Supplier’s Invoice Transmission Invoice
kWh / kW Sales / Company Use
PPD / PFD
Number of Customers
Lifeline Data
Senior Citizen Data
CP and kWh Sales Ratio
Historical System Loss
Business Tax Rate
Franchise Tax Rate
Other Adjustment Approved by ERC
OUTPUT
Generation Rate
Transmission Rate
System Loss Rate
Lifeline Rate Discount / Subsidy
Senior Citizen Discount / Subsidy
Business & Franchise Tax Coll.
DU VAT
Mandated Rate Reduction
Revenues per Customer Class & Charges
Monitoring of Approved Over/Under Recoveries
Technical Data
Uniform Reportorial Requirement (URR)
Reportorial Compliance Requirements

12. THANK YOU.
Uniform Reportorial Requirement (URR)