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Electric Regulatory Calendar
Note: This calendar may not include all required forms. If you are aware of a form that is not found on this calendar, notify IAMU, 515.289.1999.
 
Date Due
Report/Form
Submit To
Notes

January

 

1/1

Biennial Energy Efficiency Report

(Last Update: 1/2017)

Iowa Utilities Board

Electronic Filing System

All municipal electric utilities are required to file. This report is due January 1 of every even-numbered year.  IAMU submitted a joint report on December 31, 2015, and the next report is due January 1, 2018. IAMU works with its members to file a joint report, and will send out information about these services in early 2017.
 

February

 

2/1

OSHA Injury and Illness Record-Keeping

OSHA 300 Form and Instructions

(Last Update: 1/2017)

Keep these files on record; can be requested by OSHA
Required for all municipal utilities; post the Summary pages from February 1 to April 30 of the year following the year covered by the form. There is an exemption for organization s with less than 10 employees; see the OSHA website for details.
 

2/29

 
EIA-860, Annual Electric Generator Report

(Last Update: 1/2017)

 
Energy
Information Administration

Single Sign-On System

 
Required for all electric generating plants, which 1) have or will have a nameplate rating of 1 MW or more; and 2) where the generator(s), or the facility in which the generator(s) resides, is connected to the local or regional electric power grid and has the ability to draw power from the grid or deliver power to the grid.
 
Due between the first business day of January and the last business day of February.

MVAR Calculator(IAMU aide).
 

March

 

3/31

Municipal Transfer Replacement Tax Return

(Last Update: 5/2017)

City Chief Financial Officer
This type of filing is required under Iowa tax law, but the filing is not required to be on this suggested form.
Link to Electric Transfer Replacement Tax Rates

3/31

Statewide Property Tax Return

(Last Update: 1/2017)

Iowa Department of Revenue
Required for all municipal electric utilities that own taxable property.Note: If your utility needs to complete this form, you will receive it in the mail from the Iowa Department of Revenue. Otherwise, your utility is not required to complete this form.

3/31

Replacement Tax Form A

(Last Update: 2/2017)

Iowa Department of Revenue
Required for all municipal electric utilities that own taxable property.
 

April

 

4/1

Annual Report Municipal Electric Plant and Operations (ME-1)

The ME-1 requires utilities that file the EIA 860 and 923 reports to submit copies to the IUB as well. If the EIA delays the due dates of 860 and 923 reports beyond April 1, the ME-1 should still be submitted by April 1. The copies of the 860 and 923 should be submitted when they are available.

(Last Update: 1/2017)

Iowa Utilities Board

Electronic Filing System

Required for all municipal electric utilities. The section on municipally owned generating plants has been removed. Instead, utilities must submit copies of their EIA 860 and EIA 923 reports to the IUB along with the ME-1 report.
 

4/1

FERC Form 715, Annual Transmission Planning and Evaluation Report

(Last Update: 1/2017)

Federal Energy Regulatory Commission

FERC e-Filing

Required for any utility that operates integrated (non-radial) transmission facilities at or above 100 kV. Note: some utilities submit this to MRO, who may have different internal due dates for this work.

4/30

EIA-861S, Annual Electric Power Industry Report (Short Form)

(Last Update: 1/2017)

Energy Information Administration

Single Sign-On System

Utilities with annual retail sales of less than 100,000 MWH will complete the EIA-861S form, but will be required to complete the full EIA-861 report every 5 years for sampling methodology purposes. EIA will tell the utility whether they need to complete the 861 or 861S report

4/30

EIA-861, Annual Electric Power Industry Report
(Last Update: 1/2017)
Energy Information Administration

Single Sign-On System

Utilities with annual retail sales greater than 100,000 MWH must complete the full EIA-861 report. Utilities with annual retail sales less than 100,000 MWHwill be required to complete the full EIA-861 report once every 5 years.
 

May

 

5/1

Replacement Tax Form C

(Last Update: 1/2017)

Iowa Department of Revenue
Required for all municipal electric utilities that own property subject to the statewide property tax.

 

if you are required to file a FERC or RUS report, please include a copy of that report with Form C.

 

June

 

July

 

August

8/31

Municipal Utility Transfer Replacement Tax Rate Calculation Form

(Last Update: 5/2017)

Iowa Department of Revenue
Required for all municipal electric utilities. Dept. of Revenue does not have a form for this information, but requires every municipal utility to submit the data. IAMU has prepared the suggested form available.

Supplemental Information
 

September

 

9/30

Customer Contribution Fund Activity report
(Last Update: 5/2017)
Iowa Utilities Board

Electronic Filing System

An IUB requirement for all municipal electric & gas utilities as set forth in (199 IAC 19.15(5) and 20.15(5)). The form is provided by the Iowa Utilities Board, and must be electronically submitted to them. You need your Company Numbers in order to do this (see below).
 

October

 

10/1

Estimated Replacement Tax Form

(Last Update: 5/2017)

Iowa Department of Revenue

 

Must be filed by a utility if any of the following conditions apply: 1) Taxpayer is reporting replacement tax for the first time or the prior year replacement tax was zero or a partial tax; 2) The taxpayer's transmission or generation tax will vary by more than 10% from the previous year; 3) Natural gas deliveries to a new electric power generating plant that vary by more than 10% from the previous year; 4) The taxpayer paid more than $500,000 in replacement taxes in the prior year. 5) A portion or all of the company was sold in the current year.

10/31

Notification of Winter Energy Assistance Funds, (LIHEAP)
Supplemental Notifications (due throughout year):

Notification of Complaints Resolution Process

Notification of Customer Contribution Fund
(Project Share)

(Last Update:1/2017)

Submit to end-use utility customers:

Proof of publication for all three forms will be required on Iowa Utilities Board Form ME-1.

Utilities of different sizes have different rules for how to post these notices.Click here for rules. Also contains information on how frequently notices must be posted.
 

November

 

December

 

Rolling Deadlines

   
Grain Bin Notification Brochure
This is an annual requirement

(Word / PDF)

(Last Update: 1/2017)

 
Iowa Utilities Board
 
Iowa electric utilities are required to notify customers involved in potential grain bin construction of specific overhead line clearances that must be adhered to when constructing grain bins. This is an annual requirement from the Iowa Utilities Board. The typical time to do the notification is during the fall or spring.

Railroad and Utility Emergency Contact Information

(Last Update: 1/2017)

Iowa Utilities Board
This contact information is required only for those utilities whose facilities cross railroad rights-of-way. The Iowa Utilities Board recommends evaluating this information at least on an annual basis, or when there is a relevant staff change.More information.
   
EIA-860M, Monthly Update to the Annual Electric Generator Report

(Last Update: 1/2017)

 
Energy Information Administration

Single Sign-On System

Reporting on the EIA-860M must begin when either a new generator is within 12 months of entering commercial operation, an existing generator proposed for retirement is within 12 months of being retired from service, or a proposed modification to an existing generator is within one month of completion.

   The status information provided on the EIA-860M should be the status of the generator as of the end of the data reporting period. The report is due on approximately the 15th day of the month following the data reporting period.


   
EIA-923, Power Plant Operations

Some portions require monthly submissions. See EIA Instructions for details.

(Last Update: 1/2017)

 
Energy Information Administration

Single Sign-On System

 Required for all municipal electric utilities with power plants that meet the following criteria: 1) have a total generator nameplate capacity (sum for generators at a single site) of 1 megawatt (MW) or greater; and 2) where the generator(s), or the facility in which the generator(s) resides, is connected to the local or regional electric power grid and has the ability to draw power from the grid or deliver power to the grid.
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