Appendix A to Subpart B of Part 1730 - Review Rating Summary, RUS Form 300

Appendix A to Subpart B of Part 1730 - Review Rating Summary, RUS Form 300

Cross Reference

Link to an amendment published at 86 FR 36198, July 9, 2021.

Borrower Designation ________

Date Prepared ________

Ratings on form are:

0: Unsatisfactory - no records

1 : Unsatisfactory - corrective action needed

2 : Acceptable, but should be improved - see attached recommendations

3 : Satisfactory - no additional action required at this time

N/A: Not applicable

PART I - TRANSMISSION and DISTRIBUTION FACILITIES

1. Substations (Transmission and Distribution)

a. Safety, Clearance, Code Compliance - Rating: ________

b. Physical Condition: Structure, Major Equipment, Appearance -

Rating: ________

c. Inspection Records Each Substation - Rating: ________

d. Oil Spill Prevention - Rating: ________

2. Transmission Lines

a. Right-of-Way: Clearing, Erosion, Appearance, Intrusions -

Rating: ________

b. Physical Condition: Structure, Conductor, Guying - Rating: ________

c. Inspection Program and Records - Rating: ________

3. Distribution Lines - Overhead

a. Inspection Program and Records - Rating: ________

b. Compliance with Safety Codes: Clearances - Rating: ________

Compliance with Safety Codes: Foreign Structures - Rating: ________

Compliance with Safety Codes: Attachments - Rating: ________

c. Observed Physical Condition from Field Checking: Right-of-Way - Rating: ________

Observed Physical Condition from Field Checking: Other - Rating: ________

4. Distribution - Underground Cable

a. Grounding and Corrosion Control - Rating: ________

b. Surface Grading, Appearance -

Rating: ________

c. Riser Poles: Hazards, Guying, Condition - Rating: ________

5. Distribution Line Equipment: Conditions and Records

a. Voltage Regulators - Rating: ________

b. Sectionalizing Equipment -

Rating: ________

c. Distribution Transformers -

Rating: ________

d. Pad Mounted Equipment - Safety: Locking, Dead Front, Barriers - Rating: ________

Pad Mounted Equipment - Appearance: Settlement, Condition - Rating: ________

e. Kilowatt-hour and Demand Meter Reading and Testing - Rating: ________

PART II - OPERATION AND MAINTENANCE

6. Line Maintenance and Work Order Procedures

a. Work Planning and Scheduling -

Rating: ________

b. Work Backlogs: Right-of-Way Maintenance - Rating: ________

Work Backlogs: Poles - Rating: ________

Work Backlogs: Retirement of Idle Services - Rating: ________

Work Backlogs: Other - Rating: ________

7. Service Interruptions

a. Average Annual Hours/Consumer by Cause (Complete for each of the previous 5 years)

1. Power Supplier ________

2. Major Storm ________

3. Scheduled ________

4. All Other ________

5. Total ________

Rating: ________

b. Emergency Restoration Plan - Rating:________

8. Power Quality

General Freedom from Complaints - Rating:________

9. Loading and Load Balance

a. Distribution Transformer Loading - Rating:________

b. Load Control Apparatus - Rating:________

c. Substation and Feeder Loading - Rating:________

10. Maps and Plant Records

a. Operating Maps: Accurate and Up-to-Date - Rating:________

b. Circuit Diagrams - Rating:________

c. Staking Sheets - Rating:________

PART III - ENGINEERING

11. System Load Conditions and Losses

a. Annual System Loses, ________% - Rating:________

b. Annual Load Factor, ________% - Rating:________

c. Power Factor at Monthly Peak, ________% - Rating:________

d. Ratio of Individual Substation Peak kW to kVA, ________ - Rating:________

12. Voltage Conditions

a. Voltage Surveys - Rating:________

b. Substation Transformer Output Voltage Spread - Rating:________

13. Load Studies and Planning

a. Long Range Engineering Plan - Rating:________

b. Construction Work Plan - Rating:________

c. Sectionalizing Study - Rating:________

d. Load Data for Engineering Studies - Rating:________

e. Load Forecasting Data - Rating:________

f. Energy Efficiency and Conservation Program quality assurance compliance - Rating:______

PART IV - OPERATION AND MAINTENANCE BUDGETS

For Previous 2 Years:

Normal Operation - Actual $________

Normal Maintenance - Actual $________

Total - Actual $________

For Present Year:

Normal Operation - Budget $________

Normal Maintenance - Budget $________

Total - Budget $________

For Future 3 Years:

Normal Operation - Budget $________

Normal Maintenance - Budget $________

Additional (Deferred) Maintenance - Budget $________

Total - Budget $________

14. Budgeting:

Adequacy of Budgets For Needed Work - Rating:________

15. Date Budget Discussed with Board of Directors ________

Remarks: ________

EXPLANATORY NOTES

Item No. ________ Comments ________

Rated by ________ ________ Title ________ Date ________

Reviewed by ________ Manager ________ Date ________

Reviewed by ________ RUS GFR ________ Date ________

[63 FR 3450, Jan. 23, 1998, as amended at 78 FR 73371, Dec. 5, 2013; 84 FR 32618, July 9, 2019]