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Attention Gas Members: Reminder of Upcoming Reports Due Over the Next Few Months

9/4/2018

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September 30 - Customer Contribution Fund Activity Report is due to the Iowa Utilities Board via their Electronic Filing System (EFS). This is an Iowa Utilities Board requirement for all municipal gas utilities.
 
October 1 - Estimated Replacement Tax Form is due to the Iowa Department of Revenue. This form only needs to be completed  if any of the following conditions apply: 1) Utility is reporting replacement tax for the first time or the prior year replacement tax was zero or a partial tax; 2) Utility’s transmission and generation tax will vary by more than 10% from the previous year; 3) Natural gas deliveries to a new electric power plant vary more than 10% from last year; 4) Utility paid more than $500,000 in replacement taxes in the prior year. A copy of the form can be found on IAMU’s website under the Gas Calendar.
 
October 31 - Notification of Winter Energy Assistance Funds (LIHEAP). There is no report to complete and submit but an annual notice to customers is required by the Iowa Utilities Board. Utilities of different sizes have different rules for how to post the notices. Please visit IAMU's website to locate the rules https://members.iamu.org/page/Gas_Calendar.
 
The fall is a good time to review your utility’s plans and ensure all contact information is up to date. If you serve any territory that crosses a railroad right-of-way, it is recommended to review the emergency contact information for both the utility and railroad on an annual basis. Gas utilities are required to have a Public Awareness Plan and notify stakeholders as outlined within the plan. Gas utilities are also required to have a Distribution Integrity Management Plan (DIMP) and to update/review that plan at the required frequencies per the plan. 
 
If you have any questions on the above reporting or need assistance in completing and/or filing the report, please contact Krista Wenzel, Consortia Consulting, IAMU Regulatory Partner, at 402.441.1684 or by email at [email protected].
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