Overview

Use this form to report the original cost and accumulated depreciation of all your New Mexico Plants. If this does not coincide with the amounts reported on your REA or FERC report, attach a reconciliation and explanation.


Video

<<INSERT VIDEO LINK>>


Instructions


Overview

Selecting the CAB-E2 Summary record in the Form Group table will take the user to the Utility Plant index page. The index page is the location where plants are listed. To add a plant to the table, select the blue Add Line button.



Add Plant

To add a new plant, select the blue “Add Line” button at the top left of the table. The user will be taken to the add plant page where the user can enter the end of year balance (Balance EOY) and Accumulated Depreciation per account code. The form has the following sections: Distribution, General Plant, Transmission Plant, and Construction work in progress. Part of the form is shown below.




Add Plant-Location

For assets that require a location, the user must provide at least one of the location information sections to constitute a valid filing. The location information sections are:

  • PLSS Information: The PLSS Section, Township, Range and Survey (optional)
  • Subdivision: The subdivision name and lot number for parcels in subdivided areas
  • Latitude and Longitude: The x and y location of the asset or parcel centroid
  • County Parcel Identification: The UPC and Account number (RNumber, Owner Number) of the parcel or parcel where the asset is located
  • Situs Address: The street address where asset is located (or of the parcel)

Note that for each location section, all of the required fields must be provided. If you are unable to locate your property, select the checkbox at the top of the page (this will disable the location requirements). Once the required data is entered, select the blue next button.




Edit Asset

To edit an asset, select the record in the CAB-E2 Index page table. The user will be taken to the Edit Asset page which contains three tabs: (1) Valuation, (2) Location, (3) History.



Edit Asset-Valuation

The edit asset-valuation page tab contains the information that is being used to calculate the property value. Note that all fields on the page can be edited except for the Property Value field (which is calculated). 



Edit Asset-Location

The edit asset-location tab contains the location information that was entered for the asset. The user can edit the information entered or provide additional information.



Edit Asset-History

The edit asset-history tab contains the history of submissions and values for the asset. There is no information to edit in this interface.



Delete Asset

To delete an asset from the CAB-E2 index, select the record in the record table (if not already selected). On the bottom left-hand corner of the edit asset-valuation tab is a red Delete button. Selecting the button will trigger a modal window to confirm the deletion.




Complete Filing

Completing a filing indicates that it is ready for submission (which is completed through the certification task). Once all forms within a form group are marked complete, the form group can be submitted. To complete a filing, select the white and blue Complete button. A modal window will appear to confirm your action. Selecting yes will mark the form complete, selecting no will return you to the form.