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Calendar of Deadlines
Note: This calendar may not include all required forms. If you are aware of a form that is not found on this calendar, notify Erin Buchanan, Energy Services Specialist, 515-289-1999.
See the bottom of this site for forms that are periodically due or have no fixed deadline.
IAMU filing assistance services
Date Due Form (date of last link update in bold) Submit To Notes January February 2/1 OSHA 300 Log (Last Update: 1/2008)
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. 2/15
EIA-860, Annual Electric Generator Report (scroll down to appropriate form) (Last Update: 6/13/2008)
(The EIA-860 experienced technical difficulties in 2008. It is now due on July 10, 2008)
Energy Information Administration
Required for all electric generating plants, which have or will have a nameplate rating of 1 MW or more. Note: the EIA requires this form to be submitted online.
Visual Guide to Single Sign-On
MVAR Calculator (IAMU aide).
2/28 Municipal Transfer Replacement Tax Return (Last Update: 1/2008)
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 the latest Transfer Tax rates. March N/A This is an annual requirement (also posted in September)
Grain Bin Notification (Last Update: 2/2008)
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. See the IAMU handout for more information. 3/1 EIA-906, Power Plant Report (scroll down to appropriate form) (Last Update: 4/08/2008)
(The EIA-906 report will be replaced with the EIA-923. The new form will not be due on March 1 this year, but will be due May 15, 2008 (see May on the calendar). Access to the new form is NOW available as of April 7, 2008!)
Energy Information Administration
Required for power plants with a nameplate rating of 1 MW or greater that are connected to the electric grid. Note: the EIA requires this form to be submitted online.
3/31 Statewide Property Tax Return (Last Update: 1/2008)
Iowa Department of Revenue Required for all municipal electric utilities that own taxable property. Note: if the end tax comes to less than $1, you are not required to pay it. 3/31 Replacement Tax Form A (Last Update: 4/2008) Iowa Department of Revenue Instructions. Required for all municipal electric utilities that own taxable property. April 4/1 Annual Report Municipal Electric Plant and Operations (ME-1) (Last Update: 1/2008)
Iowa Utilities Board
Required for all municipal electric utilities. NOTE: You can type answers into this electronic file, but you need to submit a printed hardcopy of answers to the Iowa Utilities Board, in addition to the cardstock ME-1 cover that received in the mail from the Iowa Utilities Board (this cover contains the utility's official name and the official Records Center number). Both of these figures are needed in order for the Iowa Utilities Board to process an ME-1 form.
4/1 FERC Form 715, Annual Transmission Planning and Evaluation Report (Last Update: 3/2006)
Federal Energy Regulatory Commission
Required for any transmitting utility that operates integrated (non-radial) transmission facilities at or above 100 kV. Note: some utilities submit this to MAPP or MRO, who may have different internal due dates for this work.
4/30 EIA-861, Annual Electric Power Industry Report (scroll down to appropriate form) (Last Update: 1/2008)
Energy Information Administration
Required for all electric utilities. EIA recommend online filing.
4/30 EIA-767, Steam-Electric Plant Operation and Design Report (scroll down to appropriate form) (Last Update: 1/2008)
(The EIA-767 report has been suspended by EIA, and will be replaced by the EIA-860).
Energy Information Administration
A Form EIA-767 must be filed for every existing, under-construction, or planned U.S. organic-fueled or combustible renewable steam-electric generating plant with a nameplate capacity of 10 or more megawatts regardless of current ownership and/or operation.
EIA recommends online filing.
EIA-767 Electronic Tutorial
May 5/1
Replacement Tax Form C (Last Update: 2/2008)
Iowa Department of Revenue
Instructions. Required for all municipal electric utilities that own property subject to the statewide property tax. Instructions.
5/15
EIA-923, Power Plant Operations (scroll down to appropriate form) (Last Update: 4/7/2008)
(The EIA-906 report will be replaced with the EIA-923. The new form will not be due on March 1 this year, but will be due May 15, 2008.)
Energy Information Administration
Required for power plants with a nameplate rating of 1 MW or greater that are connected to the electric grid. Note: the EIA requires this form to be submitted online.
June July 7/1
Due every even-numbered year only.
NonRate-Regulated Utility Energy Efficiency Plan (Last Update: 6/25/2008)
(This form is now due on August 29, 2008, for only 20 IAMU members. No utilities are required to submit a form by July 1: the traditional deadline from past filings)
Iowa Utilities Board & Office of Consumer Advocate
By IUB order, due August 29, 2008 for the following electric utilities only:
Algona, Ames, Atlantic, Cedar Falls, Denison, Greenfield, Harlan, Independence, Indianola, Maquoketa, Montezuma, Muscatine, Osage, Pella, Pocahontas, Spencer, Waverly, Webster City, West Point, Woodbine
Note: IAMU encourages all utilities to submit plans as records of their demand-side management accomplishments. Please contact IAMU for more information. This form also used by many utilities with WAPA contracts as their Minimum Investment Report or Integrated Resource Planning annual report; more information. IAMU is working with WAPA to account for this new change in 2008.
7/10
EIA-860, Annual Electric Generator Report (scroll down to appropriate form) (Last Update: 6/12/2008)
(The EIA-860 experienced technical difficulties in 2008. It is now due on July 10, 2008)
Energy Information Administration
Required for all electric generating plants, which have or will have a nameplate rating of 1 MW or more. Note: the EIA requires this form to be submitted online.
Visual Guide to Single Sign-On
MVAR Calculator (IAMU aide).
August 8/29
Due every even-numbered year only.
NonRate-Regulated Utility Energy Efficiency Plan (Last Update: 6/25/2008)
(This form is now due on August 29, 2008, for only 20 IAMU members. No utilities are required to submit a form by July 1: the traditional deadline from past filings)
Iowa Utilities Board & Office of Consumer Advocate
By IUB order, due August 29, 2008 for the following electric utilities only:
Algona, Ames, Atlantic, Cedar Falls, Denison, Greenfield, Harlan, Independence, Indianola, Maquoketa, Montezuma, Muscatine, Osage, Pella, Pocahontas, Spencer, Waverly, Webster City, West Point, Woodbine
Note: IAMU encourages all utilities to submit plans as records of their demand-side management accomplishments. Please contact IAMU for more information. This form also used by many utilities with WAPA contracts as their Minimum Investment Report or Integrated Resource Planning annual report; more information. IAMU is working with WAPA to account for this new change in 2008.
8/31
Municipal Utility Transfer Replacement Tax Form (Last Update: 9/2008)
Iowa Department of Revenue
Instructions & forms. 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.
September N/A This is an annual requirement (also posted in September) Grain Bin Notification (Last Update: 9/2008)
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. See the IAMU handout for more information. 9/30 Customer Contribution Fund Activity report (Last Update: 9/2008)
Iowa Utilities Board Required for all municipal electric utilities. Form provided by Iowa Utilities Board. October 10/1
2008 Estimated Replacement Taxes (Last Update: 9/2008) Iowa Department of Revenue Required if one of four situations apply to a municipal utility. If none of the situations apply, the utility does not need to complete the form. See form for the applicable situations - IAMU has discontinued reminders for this form because it only applies to a few utilities.
10/31 Notification of Winter Energy Assistance Funds, (LIHEAP) English and Spanish versions (Last Update: 9/2008)
Supplemental Notifications (due throughout year):
Notification of Complaints Resolution Process (Last Update: 9/2008)Notification of Customer Contribution Fund (Project Share) (Last Update: 9/2008)
Submit to end-use utility customers: proof of submittal 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 Railroad and Utility Emergency Contact Information (Last Update: 9/2008)
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. IAMU filing assistance services
Contact – IAMU filing assistance
Erin Buchanan, Energy Services Specialist, 515-289-1999
To support and strengthen Iowa's municipal utilities
