PSC Requests Information from Kentucky Utilities Company
Summary
The Kentucky Public Service Commission (PSC) has issued a second request for information to Kentucky Utilities Company (KU) regarding its Environmental Surcharge Mechanism for the billing period ending October 31, 2025. KU is required to explain discrepancies in reported revenues for June and July 2025.
What changed
The Kentucky Public Service Commission (PSC) has issued a second request for information to Kentucky Utilities Company (KU) concerning its Environmental Surcharge Mechanism for the six-month billing period ending October 31, 2025. The request, dated March 25, 2026, specifically asks KU to explain discrepancies found in reported base rate Kentucky retail revenues for June and July 2025, as detailed on ES Form 3.10 and ES Form 3.00. KU is also directed to provide any necessary corrections.
Kentucky Utilities Company must file the requested information electronically in PDF format by April 13, 2026. Responses must be under oath or certified by a responsible representative, include the witness name, and be prepared to be legible and searchable. Failure to provide complete information requires a written explanation of the grounds for non-compliance. The PSC references its July 22, 2021 Order in Case No. 2020-00085 regarding electronic filings and notes that personal information must be encrypted or redacted.
What to do next
- Explain revenue discrepancies for June and July 2025 based on ES Form 3.10 and ES Form 3.00.
- Provide any necessary corrections to the reported revenue figures.
- File the requested information electronically in PDF format by April 13, 2026, under oath or with certification.
Source document (simplified)
COMMONWEALTH OF KENTUCKY BEFORE THE PUBLIC SERVICE COMMISSION In the Matter of:
COMMISSION STAFF’S SECOND REQUEST FOR INFORMATION
TO KENTUCKY UTILITIES COMPANY Kentucky Utilities Company (KU), pursuant to 807 KAR 5:001, shall file with the Commission an electronic version of the following information. The information requested is due on April 13, 2026. The Commission directs KU to the Commission’s July 22, 2021 Order in Case No. 2020-00085 regarding filings with the Commission. Electronic 1 documents shall be in portable document format (PDF), shall be searchable, and shall be appropriately bookmarked. Each response shall include the question to which the response is made and shall include the name of the witness responsible for responding to the questions related to the information provided. Each response shall be answered under oath or, for representatives of a public or private corporation or a partnership or association or a governmental agency, be accompanied by a signed certification of the preparer or the
Case No. 2020-00085, Electronic Emergency Docket Related to the Novel Coronavirus COVID-119 (Ky. PSC July 22, 2021), Order (in which the Commission ordered that for case filings made on and after ELECTRONIC EXAMINATION BY THE PUBLIC ) March 16, 2020, filers are NOT required to file the original physical copies of the filings required by 807 KAR SERVICE COMMISSION OF THE ) 5:001, Section 8).
ENVIRONMENTAL SURCHARGE MECHANISM ) CASE NO. OF KENTUCKY UTILITIES COMPANY FOR THE ) 2026-00003 SIX-MONTH BILLING PERIOD ENDING ) OCTOBER 31, 2025. )
person supervising the preparation of the response on behalf of the entity that the
response is true and accurate to the best of that person’s knowledge, information, and
belief formed after a reasonable inquiry. KU shall make timely amendment to any prior response if KU obtains information that indicates the response was incorrect or incomplete when made or, though correct or complete when made, is now incorrect or incomplete in any material respect. For any request to which KU fails or refuses to furnish all or part of the requested information, KU shall provide a written explanation of the specific grounds for its failure to completely and precisely respond. Careful attention shall be given to copied and scanned material to ensure that it is legible. When the requested information has been previously provided in this proceeding in the requested format, reference may be made to the specific location of that information in responding to this request. When applicable, the requested information shall be separately provided for total company operations and jurisdictional operations. When filing a paper containing personal information, KU shall, in accordance with 807 KAR 5:001, Section 4(10), encrypt or redact the paper so that personal information cannot be read.
- Refer to ES Form 3.10, for the expense month ended June 2025. Base Rate Kentucky Retail Revenues, Line 1, does not match to the sum of the amounts reported on ES Form 3.00. ES Form 3.10 Line 1 Base rate revenue is listed as $146,424,595, but the sum of the amounts reported for Group 1 Non-fuel Base Rate Revenues (2) + Group 1 Base Rate Fuel Component (3) + Group 2 Non-fuel Base Rate
-2- Case No. 2026-00003
Revenues (2) + Group 2 Base Rate Fuel Component (3) = $146,424,166. Explain this discrepancy and provide any necessary corrections.
Refer to ES Form 3.10, for the expense month ended July 2025. Base Rate
Kentucky Retail Revenues, Line 1, does not match to the sum of the amounts reported on ES Form 3.00. ES Form 3.10 Line 1 Base rate revenue is listed as $173,900,569, but the sum of the amounts reported for Group 1 Non-fuel Base Rate Revenues (2) + Group 1 Base Rate Fuel Component (3) + Group 2 Non-fuel Base Rate Revenues (2) + Group 2 Base Rate Fuel Component (3) = $173,900,984. Explain this discrepancy and provide any necessary corrections.Refer to KU’s response to Commission Staff’s First Request for Information,
Item 2, Attachment KU ECR DR1 Attachment to Q1 and Q2 - (CN 2026-00003), Input Tab.For each expense month under review the ECR Billing Factor
Revenues (Group 1), column 19; ECR Billing Factor Revenues (Group 2), column 20; Billing Factors (Group 1), column 24; and Billing Factors (Group 2), column 25 amounts do not match ES Form 1.10 from KU’s monthly filings. Provide a reconciliation of any discrepancies in a format in accordance with Item 3(c).
-3- Case No. 2026-00003
GROUP 1 Non-fuel BR 42,028,411 GROUP 2 Non-fuel BR 63,514,329 GROUP 1 Non-fuel BR 56,573,943 GROUP 2 Non-fuel BR 68,551,152 BR Fuel 12,261,176 BR Fuel 28,620,250 Sum 146,424,166 BR Fuel 17,811,597 BR Fuel 30,964,292 Sum 173,900,984
- The chart submitted appears to incorrectly label the quantities as “ES
Form 3.00”. Confirm it should state Form 1.10. If not confirmed, explain the response.
- Confirm that the chart below contains the correct factors based on the past monthly submitted filings corresponding to the listed periods. Make necessary corrections as noted in Item 3(a) and Item 3(b) and recalculate any over or under- recovery.
________________________ Linda C. Bridwell, PE Executive Director Public Service Commission 211 Sower Blvd. Frankfort, KY 40601-8294
DATED _____________________ MAR 25 2026
ES Form 1.10 ES Form 1.10 ES Form 1.10 ES Form 1.10cc: Parties of Record May-25 Mar-25 (534,766) (734,558) 64,330,305 62,501,855 Jun-25 Apr-25 (450,401) (619,435) 64,458,364 62,669,454 Jul-25 May-25 266,393 366,370 64,223,524 62,622,179 ECR Billing ECR Billing Case No. 2026-00003 Aug-25 Jun-25 (105,060) (145,201) 63,981,299 62,944,693 Billing Billing Factor Factor Expense Billing Revenues Revenues Factors Factors Sep-25 Jul-25 (673,363) (924,934) 64,159,781 63,086,672 Month Month (Group 1) (Group 2) (Group 1) (Group 2) Oct-25 Aug-25 (693,007) (947,247) 64,913,181 63,559,923
**Andrea M. Fackler Manager, Revenue Requirement LG&E and KU Energy LLC 220 West Main Street Louisville, KY 40202*
**Honorable Allyson K Sturgeon Vice President and Deputy General Counsel- LG&E and KU Energy LLC 220 West Main Street Louisville, KY 40202*
**Robert Conroy Vice President, State Regulation and Rates LG&E and KU Energy LLC 220 West Main Street Louisville, KY 40202*
**Kentucky Utilities Company 220 W. Main Street*
- O. Box 32010
Louisville, KY 40232-2010
**Sara Judd Senior Corporate Attorney LG&E and KU Energy LLC 220 West Main Street Louisville, KY 40202*
**Denotes Served by Email Service List for Case 2026-00003*
CFR references
Named provisions
Related changes
Source
Classification
Who this affects
Taxonomy
Browse Categories
Get Energy alerts
Weekly digest. AI-summarized, no noise.
Free. Unsubscribe anytime.
Get alerts for this source
We'll email you when orders publishes new changes.