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Exploring the Minimum Investment Report [Energy]: A Legal Overview
Definition & Meaning
A minimum investment report in the energy sector is a document that outlines a required minimum level of financial or resource investment in demand-side management initiatives. These initiatives may include energy efficiency programs, load management, and renewable energy activities. The report is mandated by State, Tribal, or Federal law and specifies a minimum percentage of a utility's gross revenues that must be allocated to these initiatives. Additionally, the report may include information about public benefits charges related to energy programs.
Table of content
Legal Use & context
This term is primarily used in the context of energy regulation and utility management. It is relevant in legal areas concerning environmental law, energy policy, and public utilities. Utility companies are often required to submit minimum investment reports to demonstrate compliance with legal mandates regarding energy efficiency and renewable energy investments. Users can manage related forms and procedures through resources like US Legal Forms, which offers templates drafted by legal professionals.
Key legal elements
Real-world examples
Here are a couple of examples of abatement:
Example 1: A utility company in California is required to submit a minimum investment report that details how it has allocated at least five percent of its gross revenues to energy efficiency programs and renewable energy projects, as mandated by state law.
Example 2: A tribal utility must document its investments in load management strategies to meet federal requirements, ensuring that a specific percentage of its revenues is directed toward sustainable energy practices. (hypothetical example)
Relevant laws & statutes
Key statutes include:
10 CFR 905.2 - This regulation outlines the requirements for minimum investment reports in the energy sector.
State-by-state differences
State
Minimum Investment Requirement
California
5% of gross revenues for energy efficiency programs.
New York
4% of gross revenues for renewable energy investments.
Texas
No specific percentage, but must comply with overall energy efficiency goals.
This is not a complete list. State laws vary, and users should consult local rules for specific guidance.
Comparison with related terms
Term
Definition
Difference
Public Benefits Charge
A fee collected from utility customers to fund energy efficiency and renewable energy programs.
Minimum investment reports include public benefits charges but focus on specific investment levels.
Demand-Side Management
Strategies used to manage consumer demand for energy.
Minimum investment reports document investments in these strategies, while DSM refers to the strategies themselves.
Common misunderstandings
What to do if this term applies to you
If you are involved with a utility or energy program, ensure that you understand the specific reporting requirements in your jurisdiction. You may want to consider using US Legal Forms for templates that can help you prepare the necessary documentation. If the situation is complex, consulting a legal professional is advisable to ensure compliance with all applicable laws.
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