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Use cases · Rate Case Analysis

Rate-case-ready capital plans, generated from your live planning model.

Regulators 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 a Public Utility Commission expects.

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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 show the investment is prudent, necessary, risk-based, and the lowest reasonable-cost path to required service levels. The Gartner Market Guide for Asset Investment Planning Solutions (G00781827, December 2024) names rate case analysis as an explicit AIP use case for utilities.

Why rate-case season hurts

Evidence assembled by hand

Spreadsheets pulled from ten teams in the final weeks. The audit trail has gaps, and cross-examination finds 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 is slow

"What if our request is cut 20%?" Running the answer takes weeks, not hours, and negotiations stall.

Reliability claims unsupported

"This investment improves SAIDI by X minutes." The line linking asset, failure mode, and SAIDI impact isn't there.

Sustainability filed separately

Carbon and decarbonization commitments live in a separate document, just as regulators want them inside the case.

Follow-ups exhaust the team

Each round of regulator questions means re-running the analysis. The team is spent before the hearing.

From planning model to rate-case evidence, without redoing the work

The same model your planning team uses every day produces the audit trail your regulatory affairs team needs. Asset register to condition to predictive model to action to prioritization to multi-year plan — every recommendation traceable end to end.

Trace

Asset-level evidence trail

Every recommended investment links to the asset, its condition assessment, the model that flagged it, the action taken, and the calculated risk reduction. Reliability impact quantified at asset level, defensible under cross-examination.

Simeo · Evidence
Audit trail — asset to action, end to end
Simulate

Multi-scenario sensitivity in seconds

Run 'approved', 'reduced', and 'expanded' budget scenarios instantly. See exactly which assets slip and what reliability cost they carry. 'Re-run with new assumptions' is a scenario change, not a project — regulator questions answered in hours.

Simeo · Scenarios
Scenario comparison — budget, reliability and carbon
Comply

Carbon and ISO 55001 inside the case

The decarbonization pathway sits in the same model, not assembled separately. Policy, strategy, SAMP and AMP structure. Audit-ready evidence generated from the live model — not retro-fitted.

Simeo · Compliance
Compliance dashboard — carbon per scenario, ISO 55001 structure

Six stages, one model, one evidence trail

1 · Asset register

Centralize sites, components, condition and criticality. Bulk import from CMMS or GIS in days.

2 · Condition assessment

Field condition captured via Simeo GO. Standardized scoring, photos and notes attached.

3 · Predictive model

10,000+ degradation models project condition forward. Risk is probability times consequence.

4 · Action library

30,000+ recommended actions, each quantified for cost, risk reduction and carbon impact.

5 · Scenario simulation

Multi-year plans under budget, risk and carbon constraints, with sensitivity on demand.

6 · Evidence export

Audit-ready submission package. PDF, Excel, and regulator-format documents. Linked back to the live model.

−70%
Audit prep time
Hours
Sensitivity turnaround
Asset-level
Traceability, end to end
Single
Source of truth

Frequently asked questions

Does Simeo support US PUC rate-case formats?

Yes. The audit-ready evidence trail aligns with what US Public Utility Commissions expect: asset register, condition assessments, predictive model output, action library, and a multi-year plan with sensitivity.

Does Simeo support UK Ofgem RIIO and Ofwat AMP submissions?

Yes. The same model handles UK price-control submissions, and the same applies to French CRE, German BNetzA, Italian ARERA, and APAC regulators.

Can we run "what if the regulator approves 80% of our request" scenarios?

Yes, in seconds. Constrained scenarios are core to the platform: you see exactly which assets slip and what reliability cost they carry.

Does Simeo handle non-utility regulatory regimes?

Yes. Hospital regulators, transport authorities and infrastructure inspectorates expect comparable evidence trails, and Simeo's audit logic generalizes across asset-intensive sectors.

How fast can we be ready for a submission?

Most utilities have a working planning model in 6 to 12 weeks, and a first full rate-case-ready evidence package within one budget cycle.

See the rate-case workflow on your assets

Bring your last regulatory submission. We'll show you what the live evidence trail looks like.

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