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90_SB1265ham001 LRB9009114PTbdam03 1 AMENDMENT TO SENATE BILL 1265 2 AMENDMENT NO. . Amend Senate Bill 1265 by replacing 3 everything after the enacting clause with the following: 4 "Section 5. The Renewable Energy, Energy Efficiency, 5 and Coal Resources Development Law of 1997 is amended by 6 changing Sections 6-5 and 6-6 as follows: 7 (20 ILCS 687/6-5) 8 (Section scheduled to be repealed on December 16, 2007) 9 Sec. 6-5. Renewable Energy Resources and Coal Technology 10 Development Assistance Charge. 11 (a) Notwithstanding the provisions of Section 16-111 of 12 the Public Utilities Act but subject to subsection (e) of 13 this Section, each public utility, electric cooperative, as 14 defined in Section 3.4 of the Electric Supplier Act, and 15 municipal utility, as referenced in Section 3-105 of the 16 Public Utilities Act, that is engaged in the delivery of 17 electricity or the distribution of natural gas within the 18 State of Illinois shall, effective January 1, 1998, assess 19 each of its customer accounts a monthly Renewable Energy 20 Resources and Coal Technology Development Assistance Charge. 21 The delivering public utility, municipal electric or gas 22 utility, or electric or gas cooperative for a self-assessing -2- LRB9009114PTbdam03 1 purchaser remains subject to the collection of the fee 2 imposed by this Section. The monthly charge shall be as 3 followsBeginning January 1, 1998, the following charges4shall be imposed: 5 (1) $0.05 per month on each account for residential 6 electric service as defined in Section 13 of the Energy 7 Assistance Act of 1989; 8 (2) $0.05 per month on each account for residential 9 gas service as defined in Section 13 of the Energy 10 Assistance Act of 1989; 11 (3) $0.50 per month on each account for 12 nonresidential electric service, as defined in Section 13 13 of the Energy Assistance Act of 1989, which hadtaking14 less than 10 megawatts of peak demand during the previous 15 calendar year; 16 (4) $0.50 per month on each account for 17 nonresidential gas service, as defined in Section 13 of 18 the Energy Assistance Act of 1989, which had distributed 19 to ittakingless than 4,000,000 therms of gas during the 20 previous calendar year; 21 (5) $37.50 per month on each account for 22 nonresidential electric service, as defined in Section 13 23 of the Energy Assistance Act of 1989, which hadtaking10 24 megawatts or greater of peak demand during the previous 25 calendar year; and 26 (6) $37.50 per month on each account for 27 nonresidential gas service, as defined in Section 13 of 28 the Energy Assistance Act of 1989, which hadtaking29 4,000,000 or more therms of gas distributed to it during 30 the previous calendar year. 31 (b) The Renewable Energy Resources and Coal Technology 32 Development Assistance Charge assessed by electric and gas 33 public utilities shall be considered a charge for public 34 utility serviceExcept as provided in subsection (e) of this-3- LRB9009114PTbdam03 1Section, this charge is to be collected by electric and gas2utilities, whether owned by investors, municipalities or3cooperatives, and alternative retail electric suppliers on a4monthly basis from their respective customers. 5 (c) Fifty percent of the moneys collected pursuant to 6 this Section shall be deposited in the Renewable Energy 7 Resources Trust Fund by the Department of Revenue. The 8 remaining 50 percent of the moneys collected pursuant to this 9 Section shall be deposited in the Coal Technology Development 10 Assistance Fund by the Department of Revenue for use under 11 the Illinois Coal Technology Development Assistance Act. 12 (d) By the 20th day of the month following the month in 13 which the charges imposed by this Section were collectedOn a14monthly basis, each utility and alternative retail electric 15 supplier collecting charges pursuant to this Section shall 16 remit to the Department of Revenue for deposit in the 17 Renewable Energy Resources Trust Fund and the Coal Technology 18 Development Assistance Fund all moneys received as payment of 19 the charge provided for in this Section on a return 20 prescribed and furnished by the Department of Revenue showing 21 such information as the Department of Revenue may reasonably 22 require. 23 (e) The charges imposed by this Section shall only apply 24 to customers of municipal electric or gas utilities and 25 electric or gas cooperatives if the municipal electric or gas 26 utility or electric or gas cooperative makes an affirmative 27 decision to impose the charge. If a municipal electric or gas 28 utility or an electric or gas cooperative makes an 29 affirmative decision to impose the charge provided by this 30 Section, the municipal electric or gas utility or electric or 31 gas cooperative shall inform the Department of Revenue in 32 writing of such decision when it begins to impose the charge. 33 If a municipal electric or gas utility or electric or gas 34 cooperative does not assess this charge, its customers shall -4- LRB9009114PTbdam03 1 not be eligible for the Renewable Energy Resources Program. 2 (f) The Department of Revenue may establish such rules 3 as it deems necessary to implement this Section. 4 (Source: P.A. 90-561, eff. 12-16-97.) 5 (20 ILCS 687/6-6) 6 (Section scheduled to be repealed on December 16, 2007) 7 Sec. 6-6. Energy efficiency program. 8 (a) For the year beginning January 1, 1998, and 9 thereafter as provided in this Section, each electric utility 10 as defined in Section 3-105 of the Public Utilities Act and 11 each alternative retail electric supplier as defined in 12 Section 16-102 of the Public Utilities Act supplying electric 13 power and energy to retail customers located in the State of 14 Illinois shall contribute annuallyto the Departmenta pro 15 rata share of a total amount of $3,000,000 based upon the 16 number of kilowatt-hours sold by each such entity in the 12 17 months preceding the year of contribution. On or before May 18 1 of each year, the Illinois Commerce Commission shall 19 determine and notify the Department of Commerce and Community 20 Affairs of the pro rata share owed by each electric utility 21 and each alternative retail electric supplier based upon 22 information supplied annually to the Illinois Commerce 23 Commission. On or before June 1 of each year, the Department 24 of Commerce and Community Affairs shall send written 25 notification to each electric utility and each alternative 26 retail electric supplier of the amount of pro rata share they 27 owe. These contributions shall be remitted to the Department 28 of Revenue on or before June 30 of each year the contribution 29 is due on a return prescribed and furnished by the Department 30 of Revenue showing such information as the Department of 31 Revenue may reasonably require. The funds receivedby the32Departmentpursuant to this Section shall be subject to the 33 appropriation of funds by the General Assembly. The -5- LRB9009114PTbdam03 1 Department of Revenue shall place the funds remitted under 2 this Section in a trust fund, that is hereby created in the 3 State Treasury, called the Energy Efficiency Trust Fund. If 4 an electric utility or alternative retail electric supplier 5 does not remit its pro rata share to the Department of 6 Revenue, the Department of Revenue must inform the Illinois 7 Commerce Commission of such failure. The Illinois Commerce 8 Commission may then revoke the certification of that electric 9 utility or alternative retail electric supplier. The 10 Illinois Commerce Commission may not renew the certification 11 of any electric utility or alternative retail electric 12 supplier that is delinquent in paying its pro rata share. 13 (b) The Department of Commerce and Community Affairs 14 shall disburse the moneys in the Energy Efficiency Trust Fund 15 to residential electric customers to fund projects which the 16 Department of Commerce and Community Affairs has determined 17 will promote energy efficiency in the State of Illinois. The 18 Department of Commerce and Community Affairs shall establish 19 a list of projects eligible for grants from the Energy 20 Efficiency Trust Fund including, but not limited to, 21 supporting energy efficiency efforts for low-income 22 households, replacing energy inefficient windows with more 23 efficient windows, replacing energy inefficient appliances 24 with more efficient appliances, replacing energy inefficient 25 lighting with more efficient lighting, insulating dwellings 26 and buildings, and such other projects which will increase 27 energy efficiency in homes and rental properties. 28 (c) The Department of Commerce and Community Affairs 29 shall establish criteria and an application process for this 30 grant program. 31 (d) The Department of Commerce and Community Affairs 32 shall conduct a study of other possible energy efficiency 33 improvements and evaluate methods for promoting energy 34 efficiency and conservation, especially for the benefit of -6- LRB9009114PTbdam03 1 low-income customers. 2 (e) The Department of Commerce and Community Affairs 3 shall submit an annual report to the General Assembly 4 evaluating the effectiveness of the projects and programs 5 provided in this Section, and recommending further 6 legislation which will encourage additional development and 7 implementation of energy efficiency projects and programs in 8 Illinois and other actions that help to meet the goals of 9 this Section. 10 (Source: P.A. 90-561, eff. 12-16-97.) 11 Section 10. The Illinois Coal Technology Development 12 Assistance Act is amended by changing Section 3 as follows: 13 (30 ILCS 730/3) (from Ch. 96 1/2, par. 8203) 14 Sec. 3. Transfers to Coal Technology Development 15 Assistance Funds. As soon as may be practicable after the 16 first day of each month, the Department of Revenue shall 17 certify to the Treasurer an amount equal to 1/64 of the 18 revenue realized from the tax imposed by the Electricity 19 Excise Tax Law, Section 2 of the Public Utilities Revenue 20 Act, Section 2 of the Messages Tax Act, and Section 2 of the 21 Gas Revenue Tax Act, during the preceding month. Upon 22 receipt of the certification, the Treasurer shall transfer 23 the amount shown on such certification from the General 24 Revenue Fund to the Coal Technology Development Assistance 25 Fund, which is hereby created as a special fund in the State 26 treasury, except that no transfer shall be made in any month 27 in which the Fundfrom moneys received under this Sectionhas 28 reached the following balance: 29 (1) $7,000,000 during fiscal year 1994. 30 (2) $8,500,000 during fiscal year 1995. 31 (3) $10,000,000 during fiscal yearsyear1996 and 32 1997. -7- LRB9009114PTbdam03 1 (4) During fiscal year 1998 and each year 2 thereafter, an amount equal to the sum of $10,000,000 3 plus additional moneys deposited into the Coal Technology 4 Development Assistance Fund from the Renewable Energy 5 Resources and Coal Technology Development Assistance 6 Charge under Section 6.5 of the Renewable Energy, Energy 7 Efficiency, and Coal Resources Development Law of 1997. 8 (Source: P.A. 90-561, eff. 12-16-97.) 9 Section 15. The Public Utilities Revenue Act is amended 10 by changing Sections 2a.1 and 6 as follows: 11 (35 ILCS 620/2a.1) (from Ch. 120, par. 469a.1) 12 Sec. 2a.1. Imposition of tax on invested capital and 13 on distribution of electricity. 14 (a) In addition to the tax imposed by the Illinois 15 Income Tax Act, there is hereby imposed upon every taxpayer 16 (other than an electric cooperative, a school district or 17 unit of local government as defined in Section 1 of Article 18 VII of the Illinois Constitution of 1970), an additional tax 19 as follows: 20 (i) For the first 500,000,000 kilowatt-hours 21 distributed by the taxpayer in this State during the 22 taxable period, 0.031 cents per kilowatt-hour; 23 (ii) For the next 1,000,000,000 kilowatt-hours 24 distributed by the taxpayer in this State during the 25 taxable period, 0.050 cents per kilowatt-hour; 26 (iii) For the next 2,500,000,000 kilowatt-hours 27 distributed by the taxpayer in this State during the 28 taxable period, 0.070 cents per kilowatt-hour; 29 (iv) For the next 4,000,000,000 killowatt-hours 30 distributed by the taxpayer in this State during the 31 taxable period, 0.140 cents per kilowatt-hour; 32 (v) For the next 7,000,000,000 kilowatt-hours -8- LRB9009114PTbdam03 1 distributed by the taxpayer in this State during the 2 taxable period, 0.180 cents per kilowatt-hour; 3 (vi) For the next 3,000,000,000 killowatt-hours 4 distributed by the taxpayer in this State during the 5 taxable period, 0.142 cents per kilowatt-hour; and 6 (vii) For all kilowatt-hours distributed by the 7 taxpayer in this State during the taxable period in 8 excess of 18,000,000,000 kilowatt-hours, 0.131 cents per 9 killowatt-hour. 10 (b) There is imposed on electric cooperatives that are 11 required to file reports with the Rural Utilities Service a 12 tax equal to 0.8% of such cooperative's invested capital for 13 the taxable period. The invested capital tax imposed by this 14 subsection shall not be imposed on electric cooperatives not 15 required to file reports with the Rural Utilities Service. 16 (c) If, for any taxable period, the total amount 17 received by the Department from the tax imposed by subsection 18 (a) exceeds $145,279,553 plus, for taxable periods subsequent 19 to 1998, an amount equal to the lesser of (i) 5% or (ii) the 20 percentage increase in the Consumer Price Index during the 21 immediately preceding taxable period, of the total amount 22 received by the Department from the tax imposed by subsection 23 (a) for the immediately preceding taxable period, determined 24 after allowance of the credit provided for in this 25 subsection, the Department shall issue credit memoranda in 26 the aggregate amount of the excess to each of the taxpayers 27 who paid any amount of tax under subsection (a) for that 28 taxable period in the proportion which the amount paid by the 29 taxpayer bears to the total amount paid by all such 30 taxpayers. This calculation shall be made as of December 1 of 31 the year following the immediately preceding taxable period 32 and shall consist of only those returns with payment then on 33 file with the Department. All future amendments to returns 34 and monies covering this period received after December 1 of -9- LRB9009114PTbdam03 1 the year following the taxable period will not be included in 2 the calculation of the affected taxable period or any other 3 taxable period. The provisions of this subsection are not 4 subject to the Uniform Penalty and Interest Act. Any credit 5 memorandum issued to a taxpayer under this subsection may be 6 used as a credit by the taxpayer against its liability in 7 future taxable periods for tax under subsection (a). Any 8 amount credited to a taxpayer shall not be refunded to the 9 taxpayer unless the taxpayer demonstrates to the reasonable 10 satisfaction of the Department that it will not incur future 11 liability for tax under subsection (a). The Department shall 12 adopt reasonable regulations for the implementation of the 13 provisions of this subsection. 14 (Source: P.A. 90-561, eff. 1-1-98.) 15 (35 ILCS 620/6) (from Ch. 120, par. 473) 16 Sec. 6. If it appears, after claim therefor filed with 17 the Department, that an amount of tax or penalty or interest 18 has been paid which was not due under this Act, whether as 19 the result of a mistake of fact or an error of law, except as 20 hereinafter provided, then the Department shall issue a 21 credit memorandum or refund to the person who made the 22 erroneous payment or, if that person has died or become a 23 person under legal disability, to his or her legal 24 representative, as such. 25 If it is determined that the Department should issue a 26 credit or refund under this Act, the Department may first 27 apply the amount thereof against any amount of tax or penalty 28 or interest due hereunder from the person entitled to such 29 credit or refund. Any credit memorandum issued under the 30 Electricity Excise Tax Law may be applied against any 31 liability incurred under the tax previously imposed by 32 Section 2 of this Act. For this purpose, if proceedings are 33 pending to determine whether or not any tax or penalty or -10- LRB9009114PTbdam03 1 interest is due under this Act from such person, the 2 Department may withhold issuance of the credit or refund 3 pending the final disposition of such proceedings and may 4 apply such credit or refund against any amount found to be 5 due to the Department as a result of such proceedings. The 6 balance, if any, of the credit or refund shall be issued to 7 the person entitled thereto. 8 If no tax or penalty or interest is due and no proceeding 9 is pending to determine whether such person is indebted to 10 the Department for tax or penalty or interest, the credit 11 memorandum or refund shall be issued to the claimant; or (in 12 the case of a credit memorandum) the credit memorandum may be 13 assigned and set over by the lawful holder thereof, subject 14 to reasonable rules of the Department, to any other person 15 who is subject to this Act, and the amount thereof shall be 16 applied by the Department against any tax or penalty or 17 interest due or to become due under this Act from such 18 assignee. 19 As to any claim for credit or refund filed with the 20 Department on or after each January 1 and July 1, no amounts 21 erroneously paid more than 3 years prior to such January 1 22 and July 1, respectively, shall be credited or refunded, 23 except that if both the Department and the taxpayer have 24 agreed to an extension of time to issue a notice of tax 25 liability under this Act, the claim may be filed at any time 26 prior to the expiration of the period agreed upon. 27 Claims for credit or refund shall be filed upon forms 28 provided by the Department. As soon as practicable after any 29 claim for credit or refund is filed, the Department shall 30 examine the same and determine the amount of credit or refund 31 to which the claimant is entitled and shall notify the 32 claimant of such determination, which amount shall be prima 33 facie correct. 34 Any credit or refund that is allowed under this Act shall -11- LRB9009114PTbdam03 1 bear interest at the rate and in the manner specified in the 2 Uniform Penalty and Interest Act. 3 In case the Department determines that the claimant is 4 entitled to a refund, such refund shall be made only from 5 such appropriation as may be available for that purpose. If 6 it appears unlikely that the amount appropriated would permit 7 everyone having a claim allowed during the period covered by 8 such appropriation to elect to receive a cash refund, the 9 Department, by rule or regulation, shall provide for the 10 payment of refunds in hardship cases and shall define what 11 types of cases qualify as hardship cases. 12 (Source: P.A. 90-491, eff. 1-1-98.) 13 Section 20. The Electricity Excise Tax Law is amended 14 by changing Sections 2-7, 2-10, and 2-12 as follows: 15 (35 ILCS 640/2-7) 16 (This Section may contain text from a Public Act with a 17 delayed effective date) 18 Sec. 2-7. Collection of electricity excise tax. 19 Beginning with bills for electricity or electric service 20 issued on and after August 1, 1998, the tax imposed by this 21 Law shall be collected from the purchaser, other than a 22 self-assessing purchaser where the delivering supplier or 23 suppliers are notified by the Department that the purchaser 24 has been registered as a self-assessing purchaser for the 25 accounts listed by the self-assessing purchaser aswho26provides a copy of an active certificationdescribed in 27 SectionSections2-10and 2-10.5of this Law, by any 28 delivering supplier maintaining a place of business in this 29 State at the rates stated in Section 2-4 with respect to the 30 electricity delivered by such delivering supplier to or for 31 the purchaser, and shall be remitted to the Department as 32 provided in Section 2-9 of this Law. All sales to a purchaser -12- LRB9009114PTbdam03 1 are presumed subject to tax collection unless the Department 2 notifiespurchaser providesthe delivering supplier that the 3 purchaser has been registered as a self-assessing purchaser 4 for the accounts listed by the self-assessing purchaser as 5with a copy of an active certificationdescribed in Section 6Sections2-10and 2-10.5of this Law. Upon receipt of 7 notification by the Departmentan active certification from a8purchaser, the delivering supplier is relieved of all 9 liability for the collection and remittance of tax from the 10 self-assessing purchaser for which notification was provided 11 by the Departmentwho has provided the certification. The 12 delivering supplier is relieved of the liability for the 13 collection of the tax from a self-assessing purchaser until 14 such time as the delivering supplier is notified in writing 15 by the Departmentpurchaserthat the purchaser's 16 certification as a self-assessing purchaser is no longer in 17 effect. Delivering suppliers shall collect the tax from 18 purchasers by adding the tax to the amount of the purchase 19 price received from the purchaser for delivering electricity 20 for or to the purchaser. Where a delivering supplier does not 21 collect the tax from a purchaser, other than a self-assessing 22 purchaser, as provided herein, such purchaser shall pay the 23 tax directly to the Department. 24 (Source: P.A. 90-561, eff. 8-1-98.) 25 (35 ILCS 640/2-10) 26 (This Section may contain text from a Public Act with a 27 delayed effective date) 28 Sec. 2-10. Election and registration to be self-assessing 29 purchaser. Any purchaser for non-residential electric use may 30 elect to register with the Department as a self-assessing 31 purchaser and to pay the tax imposed by Section 2-4 directly 32 to the Department, at the rate stated in that Section for 33 self-assessing purchasers, rather than paying the tax to such -13- LRB9009114PTbdam03 1 purchaser's delivering supplier. The election by a purchaser 2 to register as a self-assessing purchaser may not be revoked 3 by the purchaser for at least 2 years12 monthsthereafter. 4 A purchaser who revokes his or her registration as a 5 self-assessing purchaser shall not thereafter be permitted to 6 register as a self-assessing purchaser within the succeeding 7 2 years12 months. A self-assessing purchaser shall renew 8 his or her registration every 2 years12 months, or the 9 registration shall be deemed to be revoked. 10 Application for a certificate of registration as a 11 self-assessing purchaser shall be made to the Department upon 12 forms furnished by the Department and shall contain any 13 reasonable information the Department may require. The 14 self-assessing purchaser shall be required to disclose the 15 name of the delivering supplier or suppliers and each account 16 numbers for which the self-assessing purchaser elects to pay 17 the tax imposed by Section 2-4 directly to the Department. 18 Upon receipt of the application for a certificate of 19 registration in proper form and payment of an non-refundable 20 biennial fee of $200, the Department shall issue to the 21 applicant a certificate of registration that permits the 22 person to whom it was issued to pay the tax incurred under 23 this Law directly to the Department for a period of 2 years. 24 The Department shall notify the delivering supplier or 25 suppliers that the applicant has been registered as a 26 self-assessing purchaser for the accounts listed by the 27 self-assessing purchaser. A certificate of registration 28 under this Section shall be renewed upon application and 29 payment of a non-refundable biennial $200 fee, subject to 30 revocation as provided by this Law, for additional 2-year 31 periods from the date of its expiration unless otherwise 32 notified by the Department. 33 Upon notification by the Department that an applicant has 34 been registered as a self-assessing purchaser, the delivering -14- LRB9009114PTbdam03 1 supplier is no longer required to collect the tax imposed by 2 this Act for the accounts specifically listed by the 3 self-assessing purchaser, until the delivering supplier is 4 notified by the Department as set forth below that the 5 self-assessing purchaser's certificate of registration has 6 been expired, revoked, or denied. 7 The Department may deny a certificate of registration to 8 any applicant if the owner, any partner, any manager or 9 member of a limited liability company, or a corporate officer 10 of the applicant, is or has been the owner, a partner, a 11 manager or member of a limited liability company, or a 12 corporate officer, of another self-assessing purchaser that 13 is in default for moneys due under this Law. 14 Any person aggrieved by any decision of the Department 15 under this Section may, within 20 days after notice of such 16 decision, protest and request a hearing, whereupon the 17 Department shall give notice to such person of the time and 18 place fixed for such hearing and shall hold a hearing in 19 conformity with the provisions of this Law and then issue its 20 final administrative decision in the matter to such person. 21 In the absence of such a protest within 20 days, the 22 Department's decision shall become final without any further 23 determination being made or notice given. Upon the 24 expiration, revocation, or denial of a certificate of 25 registration as a self- assessing purchaser, the Department 26 of Revenue shall provide written notice of the expiration, 27 revocation, or denial of the certificate to the self- 28 assessing purchaser's delivering supplier or suppliers. 29 (Source: P.A. 90-561, eff. 8-1-98.) 30 (35 ILCS 640/2-12) 31 (This Section may contain text from a Public Act with a 32 delayed effective date) 33 Sec. 2-12. Applicability of Retailers' Occupation Tax -15- LRB9009114PTbdam03 1 Act, Public Utilities Revenue Act and Uniform Penalty and 2 Interest Act. The Department shall have full power to 3 administer and enforce this Law; to collect all taxes, 4 penalties and interest due hereunder; to dispose of taxes, 5 penalties and interest so collected in the manner herein 6 provided; and to determine all rights to credit memoranda or 7 refunds arising on account of the erroneous payment of tax, 8 penalty or interest hereunder. 9 All of the provisions of Sections 4 (except that the time 10 limitation provisions shall run from the date when the tax is 11 due rather than from the date when gross receipts are 12 received), 5 (except that the time limitation provisions on 13 the issuances of notices of tax liability shall run from the 14 date when the tax is due rather than from the date when gross 15 receipts are received and except that in the case of a 16 failure to file a return required by this Law, no notice of 17 tax liability shall be issued on and after each July 1 and 18 January 1 covering tax due with that return during any month 19 or period more than 6 years before that July 1 or January 1, 20 respectively, and except that the 30% penalty provided for in 21 Section 5 shall not apply), 5a, 5b, 5c, 5d, 5e, 5f, 5g, 5i 22 and 5j of the Retailers' Occupation Tax Act, and Sections 6, 23 8, 9, 10 and 11 of the Public Utilities Revenue Act, which 24 are not inconsistent with this Law, and the Uniform Penalty 25 and Interest Act shall apply, as far as practicable, to the 26 subject matter of this Law to the same extent as if such 27 provisions were included herein. References in such 28 incorporated Sections of the Retailers' Occupation Tax Act 29 and Public Utilities Revenue Act and to taxpayers and to 30 persons engaged in the business of selling tangible personal 31 property at retail means both purchasers and delivering 32 suppliers maintaining a place of business in this State, as 33 required by the particular context, when used in this Law. 34 References in such incorporated Sections of the Retailers' -16- LRB9009114PTbdam03 1 Occupation Tax Act and Public Utilities Revenue Act to gross 2 receipts and to gross receipts received means purchase price 3 or kilowatt-hours used or consumed by the purchaser, as 4 required by the particular context. 5 Any credit memorandum issued under the tax imposed by 6 Section 2 of the Public Utilities Revenue Act may be applied 7 against liability incurred under this Act. Any credit 8 memorandum issued under this Act may be applied against 9 liability incurred under the tax imposed by Section 2 of the 10 Public Utilities Revenue Act. 11 (Source: P.A. 90-561, eff. 8-1-98.) 12 (35 ILCS 640/2-10.5 rep.) 13 Section 25. The Electricity Excise Tax Law is amended by 14 repealing Section 2-10.5. 15 Section 30. The Public Utilities Act is amended by 16 changing Sections 16-127 and 17-300 as follows: 17 (220 ILCS 5/16-127) 18 Sec. 16-127. Environmental disclosure. 19 (a) Effective January 1, 1999, every electric utility 20 and alternative retail electric supplier shall provide the 21 following information, to the maximum extent practicable, 22 with its bills to its customers on a quarterly basis: 23 (i) the known sources of electricity supplied, 24 broken-out by percentages, of biomass power, coal-fired 25 power, hydro power, natural gas-fired power, nuclear 26 power, oil-fired power, solar power, wind power and other 27 resources, respectively; and 28 (ii) a pie-chart which graphically depicts the 29 percentages of the sources of the electricity supplied as 30 set forth in subparagraph (i) of this subsection. 31 (b) In addition, every electric utility and alternative -17- LRB9009114PTbdam03 1 retail electric supplier shall provide, to the maximum extent 2 practicable, with its bills to its customers on a quarterly 3 basis, a standardized chart in a format to be determined by 4 the Commission in a rule following notice and hearings which 5 provides the amounts of carbon dioxide, nitrogennitrous6 oxides and sulfur dioxide emissions and nuclear waste 7 attributable to the known sources of electricity supplied as 8 set forth in subparagraph (i) of subsection (a) of this 9 Section. 10 (c) The electric utilities and alternative retail 11 electric suppliers may provide their customers with such 12 other information as they believe relevant to the information 13 required in subsections (a) and (b) of this Section. 14 (d) For the purposes of subsection (a) of this Section, 15 "biomass" means dedicated crops grown for energy production 16 and organic wastes. 17 (e) All of the information provided in subsections (a) 18 and (b) of this Section shall be presented to the Commission 19 for inclusion in its World Wide Web Site. 20 (Source: P.A. 90-561, eff. 12-16-97.) 21 (220 ILCS 5/17-300) 22 Sec. 17-300. Election to be an alternative retail 23 electric supplier. 24 (a) An electric cooperative or municipal system may, by 25 appropriate action, and at the sole discretion of the 26 governing body of each, make an election to become an 27 alternative retail electric supplier. A generation and 28 transmission electric cooperative may not, as an alternative 29 retail electric supplier, serve any present or future retail 30 customers of a distribution electric cooperative not a member 31 of that generation and transmission electric cooperative 32 unless at least 30% of the total number of meters of the 33 generation and transmission electric cooperative's -18- LRB9009114PTbdam03 1 member-cooperatives are eligible to obtain electric power and 2 energy from an alternative retail electric supplier other 3 than the generation and transmission electric cooperative or 4 an electric utility due to member-cooperative elections 5 pursuant to either Section 17-200 or 17-300. 6 (b) Commission authority over an electric cooperative or 7 municipal system electing to be an alternative retail 8 electric supplier. An electric cooperative or municipal 9 system electing to be an alternative retail electric supplier 10 shall provide those services in accordance with Sections 11 16-115A and 16-115B of this Act, to the extent that these 12 Sections have application to the services being offered by 13 the electric cooperative or municipal system as an 14 alternative retail electric supplier. In no case shall these 15 provisions apply to the existing or future customers taking 16 delivery services from an electric cooperative or municipal 17 system pursuant to their respective authority under the 18 Electric Supplier Act or the Illinois Municipal Code. 19 (c) Notification of election to be an alternative retail 20 electric supplier. Upon filing notice of intent by an 21 electric cooperative or a municipal system to become an 22 alternative retail electric supplier, the Commission shall 23 issue within 45 days a certificate of service authority for 24 the entire State or for a specified geographic area of the 25 State, as specified in the notice. Issuance of a certificate 26 of service authority shall constitute compliance with Section 27 16-115 of this Act. 28 (d) Delivery services provided by electric cooperatives 29 or municipal systems. Municipal systems or electric 30 cooperatives making an election under this Section shall be 31 required to provide delivery services on their respective 32 systems to the electric utility or utilities in whose service 33 area or areas the proposed service will be offered. Such 34 required delivery services to be provided by the electric -19- LRB9009114PTbdam03 1 cooperatives and municipal systems shall be reasonably 2 comparable to the delivery services provided to the electric 3 cooperative's and municipal system's own customers. 4 (e) Exclusive authority over distribution facilities. 5 Provided that, and subject to their authority to serve 6 customers pursuant to the Electric Supplier Act with respect 7 to electric cooperatives and pursuant to the Illinois 8 Municipal Code with respect to municipal systems, each shall 9 continue to provide the exclusive distribution facilities for 10 any existing and future customers that the electric 11 cooperative or municipal system is now or in the future 12 otherwise entitled to serve, and which customers are now or 13 in the future receiving service provided by an alternative 14 retail electric supplier. 15 (Source: P.A. 90-561, eff. 12-16-97.) 16 Section 35. The Energy Assistance Act of 1989 is amended 17 by changing Sections 13 and 14 as follows: 18 (305 ILCS 20/13) 19 Sec. 13. Supplemental Low-Income Energy Assistance Fund. 20 (a) The Supplemental Low-Income Energy Assistance Fund 21 is hereby created as a special fund in the State Treasury. 22 The Supplemental Low-Income Energy Assistance Fund is 23 authorized to receive, by statutory deposit, the moneys 24 collected pursuant to this Section. Subject to 25 appropriation, the Department shall use moneys from the 26 Supplemental Low-Income Energy Assistance Fund for payments 27 to electric or gas public utilities, municipal electric or 28 gas utilities, and electric cooperatives on behalf of their 29 customers who are participants in the program authorized by 30 Section 4 of this Act, for the provision of weatherization 31 services and for administration of the Supplemental 32 Low-Income Energy Assistance Fund. The yearly expenditures -20- LRB9009114PTbdam03 1 for weatherization may not exceed 10% of the amount collected 2 during the year pursuant to this Section. In determining 3 which customers will participate in the weatherization 4 component, the Department shall target weatherization for 5 those customers with the greatest energy burden, that is the 6 lowest income and greatest utility bills. The yearly 7 administrative expenses of the Supplemental Low-Income Energy 8 Assistance Fund may not exceed 10% of the amount collected 9 during that year pursuant to this Section. 10 (b) Notwithstanding the provisions of Section 16-111 of 11 the Public Utilities Act but subject to subsection (k) of 12 this Section, each public utility, electric cooperative, as 13 defined in Section 3.4 of the Electric Supplier Act, and 14 municipal utility, as referenced in Section 3-105 of the 15 Public Utilities Act, that is engaged in the delivery of 16 electricity or the distribution of natural gas within the 17 State of Illinois shall, effective January 1, 1998, assess 18 each of its customer accounts a monthly Energy Assistance 19 Charge for the Supplemental Low-Income Energy Assistance 20 Fund. The delivering public utility, municipal electric or 21 gas utility, or electric or gas cooperative for a 22 self-assessing purchaser remains subject to the collection of 23 the fee imposed by this Section. The monthly charge shall be 24 as follows: 25 (1) $0.40 per month on each account for residential 26 electric service; 27 (2) $0.40 per month on each account for residential 28 gas service; 29 (3) $4 per month on each account for 30 non-residential electric service which had less than 10 31 megawatts of peak demand during the previous calendar 32 year; 33 (4) $4 per month on each account for 34 non-residential gas service which had distributed to it -21- LRB9009114PTbdam03 1 less than 4,000,000 therms of gas during the previous 2 calendar year; 3 (5) $300 per month on each account for 4 non-residential electric service which had 10 megawatts 5 or greater of peak demand during the previous calendar 6 year; and 7 (6) $300 per month on each account for 8 non-residential gas service which had 4,000,000 or more 9 therms of gas distributed to it during the previous 10 calendar year. 11 (c) For purposes of this Section: 12 (1) "residential electric service" means electric 13 utility service for household purposes delivered to a 14 dwelling of 2 or fewer units which is billed under a 15 residential rate, or electric utility service for 16 household purposes delivered to a dwelling unit or units 17 which is billed under a residential rate and is 18 registered by a separate meter for each dwelling unit; 19 (2) "residential gas service" means gas utility 20 service for household purposes distributed to a dwelling 21 of 2 or fewer units which is billed under a residential 22 rate, or gas utility service for household purposes 23 distributed to a dwelling unit or units which is billed 24 under a residential rate and is registered by a separate 25 meter for each dwelling unit; 26 (3) "non-residential electric service" means 27 electric utility service which is not residential 28 electric service; and 29 (4) "non-residential gas service" means gas utility 30 service which is not residential gas service. 31 (d) At least 45 days prior to the date on which it must 32 begin assessing Energy Assistance Charges, each public 33 utility engaged in the delivery of electricity or the 34 distribution of natural gas shall file with the Illinois -22- LRB9009114PTbdam03 1 Commerce Commission tariffs incorporating the Energy 2 Assistance Charge in other charges stated in such tariffs. 3 (e) The Energy Assistance Charge assessed by electric 4 and gas public utilities shall be considered a charge for 5 public utility service. 6 (f) By the 20th day of the month following the month in 7 which the charges imposed by the Section were collectedOn a8monthly basis, each public utility, municipal utility, and 9 electric cooperative shall remit to the Department of Revenue 10 all moneys received as payment of the Energy Assistance 11 Charge on a return prescribed and furnished by the Department 12 of Revenue showing such information as the Department of 13 Revenue may reasonably require. If a customer makes a 14 partial payment, a public utility, municipal utility, or 15 electric cooperative may elect either: (i) to apply such 16 partial payments first to amounts owed to the utility or 17 cooperative for its services and then to payment for the 18 Energy Assistance Charge or (ii) to apply such partial 19 payments on a pro-rata basis between amounts owed to the 20 utility or cooperative for its services and to payment for 21 the Energy Assistance Charge. 22 (g) The Department of Revenue shall deposit into the 23 Supplemental Low-Income Energy Assistance Fund all moneys 24 remitted to it in accordance with subsection (f) of this 25 Section. 26 (h) If as of June 30December 31, 2002 the program 27 authorized by Section 4 of this Act has not been replaced by 28 a new energy assistance program which is in operation, then 29 the General Assembly shall review the program; provided 30 however, that after that date, any public utility, municipal 31 utility, or electric cooperative shall continue to assess an 32 Energy Assistance Charge which was originally assessed on or 33 before June 30December 31, 2002 and which remains unpaid. 34 On or before December 31, 20022003, the Department shall -23- LRB9009114PTbdam03 1 prepare a report for the General Assembly on the expenditure 2 of funds appropriated from the Low-Income Energy Assistance 3 Block Grant Fund for the program authorized under Section 4 4 of this Act. 5 (i) The Department of Revenue may establish such rules 6 as it deems necessary to implement this Section. 7 (j) The Department of Commerce and Community Affairs may 8 establish such rules as it deems necessary to implement this 9 Section. 10 (k) The charges imposed by this Section shall only apply 11 to customers of municipal electric or gas utilities and 12 electric or gas cooperatives if the municipal electric or gas 13 utility or electric or gas cooperative makes an affirmative 14 decision to impose the charge. If a municipal electric or 15 gas utility or an electric cooperative makes an affirmative 16 decision to impose the charge provided by this Section, the 17 municipal electric or gas utility or electric cooperative 18 shall inform the Department of Revenue in writing of such 19 decision when it begins to impose the charge. If a municipal 20 electric or gas utility or electric or gas cooperative does 21 not assess this charge, the Department may not use funds from 22 the Supplemental Low-Income Energy Assistance Fund to provide 23 benefits to its customers under the program authorized by 24 Section 4 of this Act. 25 (Source: P.A. 90-561, eff. 12-16-97.) 26 (305 ILCS 20/14) 27 Sec. 14. Energy Assistance Program Design Group. 28 (a) This Section establishes an Energy Assistance 29 Program Design Group to advise the General Assembly with 30 respect to designing a low-income energy assistance program 31 for the period beginning on July 1, 2002January 1, 2003. 32 (b) The Energy Assistance Program Design Group shall be 33 chaired by the Director of Commerce and Community Affairs or -24- LRB9009114PTbdam03 1 his or her designee. There shall be 4 legislative members and 2 13 non-legislative members of the Energy Assistance Program 3 Design Group. The 4 legislative members shall be appointed as 4 follows: one member of the House of Representatives appointed 5 by the Speaker of the House of Representatives, one member of 6 the House of Representatives appointed by the Minority Leader 7 of the House of Representatives, one member of the Senate 8 appointed by the President of the Senate, and one member of 9 the Senate appointed by the Minority Leader of the Senate. 10 The non-legislative members of the Energy Assistance Program 11 Design Group shall include the chairperson and the following 12 12 members: (i) one member designated by the Illinois 13 Commerce Commission; (ii) one member designated by the 14 Illinois Department of Natural Resources; (iii) one member 15 designated by the Illinois Energy Association to represent 16 electric public utilities serving in excess of 1 million 17 customers in this State; (iv) one member agreed upon by gas 18 public utilities that serve more than 500,000 customers in 19 this State; (v) one member designated by the Illinois Energy 20 Association to represent combination gas and electric public 21 utilities; (vi) one member agreed upon by the Illinois 22 Municipal Electric Agency and the Association of Illinois 23 Electric Co-operatives; (vii) one member designated by the 24 Midwest Independent Power Suppliers Coordination Group; 25 (viii) one member designated by the National Training and 26 Information Center to represent low income energy consumers; 27 (ix) one member designated by the Illinois Community Action 28 Association to represent local agencies that assist in the 29 administration of this Act; (x) one member designated by the 30 Citizens Utility Board to represent residential energy 31 consumers; (xi) one member designated by the Illinois Retail 32 Merchants Association to represent commercial energy 33 customers; and (xii) one member designated by the Illinois 34 Industrial Energy Consumers. The appointments of the -25- LRB9009114PTbdam03 1 legislative members shall be submitted to the chairman of the 2 Energy Assistance Program Design Group within 30 days of the 3 effective date of this amendatory Act of 1998 and within 30 4 days of a new General Assembly convening. The names of the 5 non-legislative members shall be submitted to the chairperson 6 of the Energy Assistance Program Design Group by the 7 designating organization within 30 days of the effective date 8 of this amendatory Act of 1998. The designating organization 9 shall notify the chairperson of any changes or substitutions 10 of a designee within 10 business days of the change or 11 substitution.As promptly as practicable following the12enactment of this amendatory Act of 1997, the General13Assembly, or a Joint Committee thereof, shall establish an14Energy Assistance Program Design Group. The Energy15Assistance Program Design Group shall be chaired by the16Director of the Department of Commerce and Community Affairs17and shall include one representative of each of the18following: (i) the Illinois Commerce Commission; (ii) the19Department of Natural Resources; (iii) electric public20utilities; (iv) gas public utilities; (v) combination gas and21electric public utilities; (vi) municipal utilities and22electric cooperatives; (vii) electricity and natural gas23marketers; (viii) low-income energy customers; (ix) local24agencies engaged by the Department of Commerce and Community25Affairs to assist in the administration of the Energy26Assistance Act of 1989; (x) residential energy customers;27(xi) commercial energy customers; and (xii) industrial energy28customers.29 (c) Within 3 months of its establishment, the Energy 30 Assistance Program Design Group shall meet to begin 31 consideration of the design and implementation of an energy 32 assistance program in Illinois for the period beginning on 33 July 1, 2002January 1, 2003. Within 12 months of its 34 establishment, the Program Design Group shall hold public -26- LRB9009114PTbdam03 1 hearings to assist its deliberations. 2 (d) The Program Design Group shall provide a report 3 containing its recommendations to the General Assembly on or 4 before January 1, 20012002. This report must include the 5 following: 6 (1) recommendations on the definition of an 7 eligible low-income residential customer; 8 (2) recommendations regarding the continuation of 9 the program authorized by Section 4 of this Act and the 10 Supplemental Low-Income Energy Assistance Fund; 11 (3) recommendations on ensuring low-income 12 residential customers have access to essential energy 13 services; 14 (4) recommendations on addressing past due amounts 15 owed to utilities by low-income persons in Illinois; 16 (5) demographic and other information (including 17 household consumption information) necessary to determine 18 the total number of customers eligible for assistance, 19 the total number of customers likely to apply for 20 assistance, and funding estimates for any recommended 21 program; 22 (6) recommendations on appropriate measures to 23 encourage energy conservation, efficiency, and 24 responsibility among low-income residential customers; 25 (7) any recommended changes to existing 26 legislation; and 27 (8) an estimate of the cost of implementing the 28 Program Design Group's recommendations. 29 (e) The recommendations adopted by the Program Design 30 Group shall be competitively neutral in their impact on 31 providers in the energy market and shall spread program costs 32 across the broadest possible base. 33 (f) The Department of Commerce and Community Affairs 34 shall hold public hearings on the recommendations of the -27- LRB9009114PTbdam03 1 Energy Assistance Program Design Group during calendar year 2 20012002. 3 (Source: P.A. 90-561, eff. 12-16-97.) 4 Section 99. Effective date. This Act takes effect upon 5 becoming law.".