Utility Rate Application Support
Utilis Prime
End-to-end or targeted support for utility rate applications, leveraging custom-built technology and third-party expertise to optimize efficiency and put strategy first
End-to-End Case Management
Utilis Prime can provide end-to-end case management services for your upcoming utility rate application; guiding your team from initial strategy and financial planning, all the way through the settlement, argument and post-decision phases of a regulatory proceeding
Strategy & Financial Planning - Facilitated sessions with accompanying financial modelling, with an output of strategy recommendations for senior leadership, alongside a financial forecast
OEB Rate Modelling - For Ontario utilities, Utilis will complete and/or review the standardized rate models required for your rate application
Evidence Gathering & Drafting - Gather raw data from leadership and business units, assist in drafting written evidence, and review all evidence for consistency, strategy and polish. Utilis's superior regulatory writing skills can help you produce a submission which is clear, compelling and professional
Discovery Support - Utilis will optimize and lead the interrogatory response process and execution, beginning with a 1-day turnaround of prioritized interrogatories informed by metadata analysis, including the mapping of related inquiries
Settlement & Hearing Support - Witness training for technical conferences and oral hearings, as well as negotiation support for settlement conferences, with associated financial modelling
Argument Support - Assistance in writing and building a compelling narrative, as well as rapid analysis of other Arguments to provide time to strategize and support the optimal Reply
Case Management - Overall management of timelines, deliverables and key participating staff, as well as regular meetings with senior leadership to provide updates and receive direction
Learn More
Contact us today to arrange a meeting to discuss your upcoming rate application, and learn how Utilis Prime can give your utility an edge in energy regulation
Standalone Packages
Strategy & Financial Pre-Op
Facilitated sessions with accompanying financial modelling
- Pre-read material informs you of latest observations on the OEB, and ‘watch areas’
- Baseline financial data drives initial evaluation of regulatory framework options
- Guided sessions with leadership, and across key departments identify business needs
Produce strategy recommendation document and financial forecast
Pre-Filed Evidence Health Check
A deliverable that compares your draft package against current OEB trends, and informs you of potential re-calibration where needed
- Identify risk: Evaluation of draft against recent interrogatory trending
- Alignment to overall strategy: Consistency check of quantitative information
- Increase credibility: Review OEB Excel models and alignment with application package
- Ensure quality: Full review of application package for grammar and key messaging
Discovery & Argument Triage
Interrogatories (IRs)
- 1st day interrogatory analysis document cataloguing trends, linking, and prioritizing IRs
- Strategy meeting to confirm priority IRs and determine response approach
- Full review of IR response package for consistency, key messages and polish
Reply Argument
- 1st day intervenor argument analysis document cataloguing trends, organizing arguments and identifying priorities for response
- Strategy meeting to determine Reply Argument outline
- Draft key sections of Reply Argument
- Review of Reply Argument prior to submission