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Annex 3: Proposed List of Items to be Disclosed in Financial Statements


Proposals for Amending the Gas (Information Disclosure) Regulations 1997

Energy Markets Policy Group, Resources & Networks Branch
[ Last Updated 19 December 2005 ]


The table below provides a list of items (assets, liabilities, expenses, and revenue) that pipeline owners are required to disclose as part of their financial statement disclosures. Pipeline owners' are required to disclose each of these items in their distribution business's financial statements, transmission business's financial statements, and their combined transmission plus distribution business's financial statements. Pipeline owners are also required to disclose each of these items were there is a nil value (including where the item specifies that the item is "Applicable only to transmission businesses" (zero value for distribution) or "Applicable only to distribution businesses" (zero value for transmission).

Item
Statement of Financial Position
 
1Current Assets
  (a)Cash and bank balances
  (b)Other investments
  (c)Inventories
  (d)Accounts receivable
  (e)Other current assets not listed in (a) to (d)
  (f)Total current assets (sum of (a) to (e))
2Property, plant and equipment
  (a)High pressure system pipelines (>2000kPA)
  (b)Low and medium system pipelines (_2000kPA)
  (c)Mixing, compressor, valve and gate stations
  (d)System monitoring equipment
  (e)Distribution regulator stations10
  (f)Service connection assets
  (g)Consumer regulator stations
  (h)Gas measurement systems (including filters, regulators and over pressure protection) excluding customer meters (corrector, time of use equipment, telemetry equipment and transducers)11
  (i)Asset information management system assets (eg AM/FM)
  (j)Motor vehicles
  (k)Machinery equipment
  (l)Office equipment
  (m)Land
  (n)Buildings
  (o)Capital works under construction
  (p)Other property, plant and equipment not listed in (a) to (o)
  (q)Total property, plant and equipment (sum of (a) to (p))
3Other tangible assets not listed above
4Total tangible assets (1(f) + 2(q) + 3)
5Intangible assets (goodwill)
6Total assets (4 + 5)
7Current liabilities
  (a)Bank overdraft
  (b)Borrowings
  (c)Payables and accruals
  (d)Dividends payable
  (e)Income tax
  (f)Other current liabilities not listed in (a) to (e)
  (g)Total current liabilities(sum of (a) to (f))
8Non-current liabilities
  (a)Payables and accruals
  (b)Borrowings
  (c)Deferred tax
  (d)Other term liabilities not listed in (a) to (c)
  (e)Total non-current liabilities (sum of (a) to (d))
9Equity
  (a)Shareholder's equity
    (i)Share capital
    (ii)Retained earnings
    (iii)Reserves
    (iv)Total Shareholders' equity (sum of (i) to (iii))
  (b)Minority interests in subsidiaries
  (c)Total equity (sum of (a) + (b))
  (d)Capital notes
  (e)Total capital funds ((c) + (d))
10Total equity and liabilities (6=7(e) + 8(e) + 9(e))
11Operating Revenue
  (a)Revenue from pipeline charges from:
    (i)end users
    (ii)gas wholesalers (other than related parties)
    (iii)gas wholesalers (related parties, transfer payment from the Other business)
    (iv)gas retailers (other than related parties)
    (v)gas retailers (related parties, transfer payment from the Other business)
    (vi)gas distributors (other than related parties)12
    (vii)gas distributors (related parties, transfer payment from distribution business)13
    (viii)Total revenue from pipeline charges (sum of (i) to (vii))
  (b)Other operating revenue
    (i)Interest on short-term investments
    (ii)Gain on disposal of property, plant and equipment
    (iii)Other operating revenue not listed in (i) to (ii) or (a) and (b)
    (iv)Total other operating revenue (sum of (i) to (iii))
12Total operating revenue (sum of 11(a)(viii) + 11(b)(iv))
13Operating Expenditure
  (a)Expenditure on transmission services14 to:
    (i)gas transmitters (other than related parties)
    (ii)gas transmitters (related parties, transfer payment to transmission business)
    (iii)Total expenditure on transmission (sum of (i) to (ii))
  (b)Transfer payments to the Other business for:
    (i)Metering services at gas measurement system
    (ii)Metering services at transmission system receipt points15
    (iii)Disconnection/reconnection services
    (iv)Asset maintenance services
    (v)Network growth (marketing) expenses
    (vi)Unaccounted for gas16
    (vii)Other goods and services not listed in (i) to (vi)
    (viii)Total transfer payment to the Other business (sum of (i) to (vii))
  (c)Expense to entities that are not related parties for:
    (i)Metering services at gas measurement system
    (ii)Metering services at transmission system receipt points17
    (iii)Disconnection/reconnection services
    (iv)Asset maintenance services
    (v)Network growth (marketing) expenses
    (vi)Unaccounted for gas18
    (vii)Sum of (i) to (vi)
  (d)Employee salaries, wages and redundancies
  (e)Asset information management system expense
  (f)Depreciation on:
    (i)High pressure system pipelines
    (ii)Low and medium system pipelines
    (iii)Mixing, compressor, valve and gate stations
    (iv)System monitoring equipment
    (v)Distribution regulator stations19
    (vi)Service connection assets
    (vii)Consumer regulator stations
    (viii)Gas measurement systems (including filters, regulators and over pressure protection) excluding customer meters (corrector, time of use equipment, telemetry equipment and transducers)20
    (ix)Asset information management system assets (eg AM/FM)
    (x)Motor vehicles
    (xi)Machinery equipment
    (xii)Office equipment
    (xiii)Buildings
    (xiv)Capital works under construction
    (xv)Other assets not listed in (i) to (xiv)
    (xvi)Total Depreciation of property, plant and equipment (sum of (i) to (xv))
  (g)Loss on sale of property, plant and equipment
  (h)Impairment of property, plant and equipment
  (i)Devaluation of property, plant and equipment in excess of reserve
  (j)Rental expense on operating lease
  (k)Corporate and administration (eg, communications, insurance and security, accounting, treasury, bank fees and expenses, photocopying and subscriptions)
  (l)Land and building expenses
  (m)Motor vehicle expenses
  (n)Office equipment maintenance
  (o)Human resource expenses (eg FBT, ACC, Superannuation, Training, and Recruitment)
  (p)Marketing/advertising
  (q)Costs of offering credit
    (i)Bad debts written off
    (ii)Increase in estimated doubtful debts
  (r)Merger and acquisition expenses
  (s)Take-over defence expenses
  (t)Consultancy and legal expenses
  (u)Donations
  (v)Director's fees
  (w)Auditor's fees
    (i)Audit fees paid to principal auditors
    (ii)Audit fees paid to other auditors
    (iii)Fees paid for other services provided by principal auditors
  (x)Amortisation of goodwill
  (y)Subvention payments
  (z)Unusual items
  (aa)Other expenses not listed in (a) to (z), and excluding 16, 17 and 18
14Total operating expenditure (sum of 13(a) to 13(aa))
15Operating Surplus before interest and tax (12 - 14)
16Interest on borrowings
17Financing charges related to finance leases
18Other interest
19Operating surplus before tax (15 - 16 - 17 - 18)
20Income tax
   
21Net surplus (19 - 20)

10Applicable only to distribution businesses.

11Applicable only to distribution businesses.

12Applicable only to transmission businesses.

13Applicable only to transmission businesses.

14Applicable only to distribution businesses.

15Applicable only to transmission businesses.

16Applicable only to transmission businesses.

17Applicable only to transmission businesses.

18Applicable only to transmission businesses.

19Applicable only to distribution businesses.

20Applicable only to distribution businesses.


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