# Requests for Aggregated Data Reports from a Utility

- **operation:** document
- **citation:** 4 CCR 723-4 Rule 4033
- **title:** Requests for Aggregated Data Reports from a Utility
- **source type:** regulation
- **agency:** Colorado Public Utilities Commission
- **status:** current
- **official:** true
- **published on:** Not available
- **effective on:** Not available
- **summary:** (a) A utility shall not disclose aggregated data unless the recipient is authorized to receive all customer data within the aggregated data, and the disclosure otherwise conforms to this rule and rules 4031, 4034, and 4035. In aggregating customer data to create an aggregated data report, a utility 
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- **app url:** https://regulus.evalyn.ai/document/co-ccr-4-723-4-4033
- **source url:** https://www.sos.state.co.us/CCR/DisplayRule.do?action=ruleinfo&ruleId=2260&deptID=18&agencyID=96&deptName=Department%20of%20Regulatory%20Agencies&agencyName=Public%20Utilities%20Commission&seriesNum=4%20CCR%20723-4
**body:**

(a) A utility shall not disclose aggregated data unless the recipient is authorized to
receive all customer data within the aggregated data, and the disclosure
otherwise conforms to this rule and rules 4031, 4034, and 4035. In aggregating
customer data to create an aggregated data report, a utility must ensure that the
data do not include any personal information or a unique identifier.
(b) At a minimum, a particular aggregation must contain at least fifteen customers;
and, within any customer class no single customer’s customer data or premise
associated with a single customer’s customer data may comprise 15 percent or
more of the total customer data aggregated per customer class to generate the
aggregated data report (the “15/15 Rule”).

(c) If an aggregated data report cannot be generated in compliance with paragraph
4033(b), the utility shall notify the requestor that the aggregated data, as
requested, cannot be disclosed and identify the reason(s) the request was
denied. The requestor shall be given an opportunity to revise its aggregated data
request in order to address the identified reason(s). An aggregated data request
may be revised by expanding the number of customers or premise accounts in
the request, expanding the geographic area included in the request, combining
different customer classes or rate categories, or other applicable means of
aggregating.
(d) A utility shall include in its tariffs a description of standard and non-standard
aggregated data reports available from the utility to any requestor. At a minimum,
the utility’s tariff shall provide the following:
(I) a description of standard and non-standard aggregated data reports
available from the utility including all available selection parameters
(customer data or other data);
(II) the frequency of data collection (annual, monthly, daily, etc.);
(III) the method of transmittal available (electronic, paper, etc.) and the
security protections or requirements for such transmittal;
(IV) the charge for providing a standard aggregated data report or the hourly
charge for compiling a non-standard aggregated data report;
(V) the timeframe for processing requests; and
(VI) a request form for submitting a data request for aggregated data reports to
the utility identifying any information necessary from the requestor in order
for the utility to process the request.
(e) If a utility is unable to fulfill a non-standard aggregated data report request
because it does not have and/or does not elect to or cannot obtain all of the data
the requestor wishes to include in the aggregated data report, then the utility may
contract with a contracted agent to include the additional data and process it
along with the customer data in the utility’s possession, to generate a non-
standard aggregated data report.
(f) A utility and each of its directors, officers and employees that discloses
aggregated data as provided in these data privacy rules shall not be liable or
responsible for any claims for loss or damages resulting from the utility’s
disclosure of aggregated data.
(g) A utility shall not provide aggregated customer data in response to multiple
overlapping requests from or on behalf of the same requestor that have the
potential to identify customer data.
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