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Annual updates

Congress requires Western and its customers to provide an annual report of supply-side, demand-side and renewable resource activities undertaken as a result of the Energy Policy Act of 1992 and Western's Energy Planning and Management Program. IRP progress reports must be submitted each year within 30 days of the anniversary date of the approved and currently applicable IRP. Small customer update letters are likewise due within 30 days of the anniversary date of the approved small customer plan.

I.   Annual progress reports must describe:

  • Customer progress on achieving action plan items, including projected goals and implementation schedules 
  • Resource expenditures
  • Energy and capacity benefits and renewable energy developments achieved compared to those anticipated

II.  Small customer plan update letters must:

  • Verify the customer’s annual energy sales or use is 25 GWh or less, averaged over the previous five years, or customer’s end-use status
  • Identify customer achievements against small customer plan-targeted action plans
  • Measure values, where possible. Reasonable estimates are acceptable if measurement is infeasible or not cost-effective.

III. To assist customer reporting, Western has developed a series of Microsoft Excel-based spreadsheets that customers may submit as the IRP annual progress report or small customer update letter.

  • Western customers can use the IRP Annual Progress Reporting Spreadsheet and IRP Annual Progress Consolidation Spreadsheet (for cooperatives and MBAs). The electronic format makes it easier for customers to input the required data. The spreadsheets are for the convenience of Western's customers, and their use is not mandatory.
  • Western's customers can report the information in the spreadsheets in any format they choose, as long as Western receives the progress report for review and approval by the customer’s deadline.

 
Training table of contents
  • Overview
  • Selecting the right report
  • Approval criteria
  • Rules for submitting an IRP
  • IRP and alternative plan checklists
  • Annual updates
  • Periodic customer review
  • Reporting deadlines
  • Penalties for non-compliance
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