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Electric Utility Calendar of Annual Filings
Note: This calendar may not include all required forms. If you are aware of a form that is not found on this calendar, notify Joel Logan, 800-810-4268.
Fillings and notices that are due periodically or have no fixed deadline appear at the bottom of the calendar.
IAMU filing assistance services
Date Due Form (date of last link update in bold) Submit To Notes January 1/1
Biennial Energy Efficiency Report
(Last Update: 2/2012)
Iowa Utilities Board
All municipal electric utilities are required to file. This report is due January 1 of every even-numbered year starting in 2012. IAMU works with its members to file a joint report.
February 2/1 OSHA Injury and Illness Recordkeeping
General Information
OSHA 300 Form and Instructions
(Last Update: 2/2012)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. 2/29 EIA-923, Power Plant Operations
This is due earlier than in past years.
Some portions require monthly submissions. See EIA Instructions for details.
(Last Update: 2/2012)Energy Information Administration
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. EIA requires online filing 2/29 EIA-860, Annual Electric Generator Report
This is due earlier than in past years.
Some portions require monthly submissions. See EIA Instructions for details.
(Last Update: 2/2012)Energy Information Administration
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. EIA requires online filing.
MVAR Calculator (IAMU aide).
March N/A This is an annual requirement (also posted in September)
Grain Bin Notification Brochure
(Last Update: 2/2012)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 Memo for more information and ordering brochures. 3/31 Municipal Transfer Replacement Tax Return
(Last Update: 2/2012)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 Transfer Replacement Tax Rates3/31 Statewide Property Tax Return
(Last Update: 1/2009)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: 2/2012)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: 2/2012)Iowa Utilities Board
Required for all municipal electric utilities. The ME-1 must be submitted electronically. You need your Company No. in order to do this (see below).
Municipal Utility IUB Company Numbers4/2 FERC Form 715, Annual Transmission Planning and Evaluation Report
(Last Update: 2/2012)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 MRO, who may have different internal due dates for this work.
4/30 EIA-861, Annual Electric Power Industry Report
(Last Update: 2/2012)Energy Information Administration
Required for all electric utilities. EIA requires online filing.
May 5/1
Replacement Tax Form C
(Last Update: 2/2012)Iowa Department of Revenue
Instructions. Required for all municipal electric utilities that own property subject to the statewide property tax. Instructions.
June July August 8/31
Municipal Utility Transfer Replacement Tax Form
(Last Update: 7/2011)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 N/A This is an annual requirement (also posted in March) Grain Bin Notification Brochure
(Last Update: 2/2012)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 Memo for more information and ordering brochures. 9/30 Customer Contribution Fund Activity report (Last Update: 8/2011)
Iowa Utilities Board
Electronic Filing SystemRequired for all municipal electric & gas utilities. The form is provided by Iowa Utilities Board, and it must be submitted electronically to IUB October 10/1
2009 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)LIHEAP Insert Side 1
LIHEAP Insert Side 2
Iowa LIHEAP WebsiteSupplemental Notifications (due throughout year):
Notification of Complaints Resolution Process
Notification of Customer Contribution Fund (Project Share)
Notification of Customer Contribution Fund - Smaller Version (Project Share)(Last Update: 8/2011)
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: 1/2020)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.
To support and strengthen Iowa's municipal utilities
