Rate Case Analysis | Use Cases
Rate-case-ready capital plans, generated from your live planning model
Public Utility Commissions and equivalents in EMEA, NA, and APAC don’t approve CAPEX on narrative — they approve it on evidence. Simeo by Oxand turns your asset register, condition data, predictive models, and action library into the evidentiary trail regulators expect.
Coverag
US PUC · UK Ofgem/Ofwat · EU regulators
Evidence trail
Asset → action
linked end-to-end
Standard
Regulator-ready
aligned
What is rate case analysis for utilities ?
Rate case analysis is the regulatory submission process by which utilities — power, water, gas — justify their multi-year capital investment programme to a regulator and obtain authorization to recover the cost through customer rates. The submission must demonstrate that the investment is prudent, necessary, risk-based, and the lowest-reasonable-cost path to required service levels. According to the Gartner Market Guide for AIP Solutions (G00781827, December 2024), rate case analysis is one of the explicit AIP use cases for utilities.
Why rate-case season hurts ?
Evidence assembled by hand
Spreadsheets pulled from ten different teams in the final weeks. The audit trail has gaps. Cross-examination exposes them.
Asset-level traceability missing
"Why this substation, not that one?" — the answer often isn't documented at the level the regulator wants to see.
Multi-scenario sensitivity slow
"What if our request is reduced 20%?" Running the answer takes weeks, not hours. Negotiations stall.
Reliability claims unsupported
"This investment improves SAIDI by X minutes." The line of evidence linking the asset, the failure mode, and the SAIDI impact isn't there.
Sustainability claims separate
Carbon, energy, decarbonization commitments living in a separate document. Regulators increasingly want them inside the case.
Regulator follow-ups
Each round of follow-up questions requires re-running the analysis. The team is exhausted before the hearing.
What the workflow looks like ?
From planning model to rate-case evidence — without re-doing the work. The same model your planning team uses every day produces the audit trail your regulatory affairs team needs. Asset register → condition assessment → predictive model output → action library → action prioritization → multi-year plan. Every recommendation traceable end-to-end.
Asset-level evidence trail
Every recommended investment links to: the asset (register entry), the condition assessment, the predictive model that flagged it, the maintenance or renewal action, and the calculated risk reduction.
Multi-scenario sensitivity
Run "approved €1.2B," "reduced €900M," "expanded €1.5B" scenarios in seconds. See exactly which assets slip and what reliability cost they carry.
SAIDI / reliability quantification
Reliability impact of every investment quantified at asset level. Defensible under regulator cross-examination.
Carbon & energy in the case
Decarbonization pathway integrated into the same model, not assembled separately. Carbon per euro per scenario.
ISO 55001-aligned governance
Policy, Strategy, SAMP, AMPs structure. Audit-ready evidence generated from the live planning model — not retro-fitted.
Regulator follow-up speed
"Re-run with new assumptions" is a scenario change, not a project. Answer regulator questions in hours, not weeks.
How Simeo solves it ?
Six stages, one model, one evidence trail.
1 · Asset register
Centralize sites, components, condition, criticality. Bulk import from CMMS / GIS in days.
2 · Condition assessment
Field condition captured via Simeo GO. Standardized scoring. Photos and inspection notes attached.
3 · Predictive model
10,000+ degradation models project condition forward. Risk = probability × consequence.
4 · Action library
30,000+ recommended actions. Each action quantified for cost, risk reduction, carbon impact.
5 · Scenario simulation
Multi-year plans under budget, risk, carbon constraints. Sensitivity analysis on demand.
6 · Evidence export
Audit-ready submission package. PDF, Excel, regulator-format documents. Linked back to the live model.
Outcomes
What rate-case teams report.
−70%
Audit prep time
Hours
Sensitivity turnaround
100%
Asset-level traceability
Single
Source of truth
FAQs
Frequently Asked Questions
Yes. The audit-ready evidence trail aligns with the documentation US Public Utility Commissions expect — asset register, condition assessments, predictive model output, action library, multi-year plan with sensitivity.
Yes. The same model handles UK price-control submissions. Same applies to French CRE, German BNetzA, Italian ARERA, and APAC regulators.
Yes — in seconds. Constrained scenarios are core to the platform. See exactly which assets slip and what reliability cost they carry.
Yes. Hospital regulators, transport authorities, and infrastructure inspectorates all expect comparable evidence trails. Simeo's audit logic generalizes across asset-intensive sectors.
Most utilities have a working planning model in 6–12 weeks. First full rate-case-ready evidence package within one budget cycle.