Current through Register Vol. 48, No. 38, September 20, 2024
a Intent: Customer
deposits are used to secure against potential unpaid debts. Utility collection
activities, when not otherwise restricted by regulations or laws, will limit the
accumulation of unpaid debt so that deposits will continue to serve this protective
purpose.
b Notification of Demand for
Deposit:
1 A utility shall make an initial notice
of a deposit to an applicant or customer no later than 45 days after the applicant's
application for service is approved or after the event that justifies the deposit. A
deposit shall not be assessed until the initial notice is given.
2 The initial deposit notice shall be made in
writing and shall disclose:
A The reason for the
deposit;
B The amount of the deposit and
how it is calculated;
C The payment
requirements and schedule of payments for the deposit;
D The date by which the entire deposit must be
paid;
E That the amount of the deposit
may be adjusted if the annual charges for the customer substantially
change;
F The refund policy for the
deposit;
G The interest policy for the
deposit;
H The deposit policy applicable
to qualified low income customers and how qualification can be demonstrated;
and
I The availability and contact
information for the Commission's Consumer Services Division in the event of a
dispute that the utility has not resolved to the satisfaction of the applicant or
customer.
c
Calculation of Deposit Amounts:
1 Residential and
small business customer deposits shall not exceed ? of the estimated annual charges
for the service to that customer.
2
Non-residential, other than small business, customer deposits shall not exceed 1/3
of the estimated annual charges for service to that customer.
d Applicant Deposits: The utility shall have the
right to require a deposit of an applicant under the following conditions:
1 The applicant was previously disconnected for
non-payment of bill amounts owing to the utility for the same class and type of
service;
2 The applicant failed to pay a
final bill owing to the utility for the same class and type of service;
3 The residential applicant's credit score fails
to meet the minimum standard of the credit scoring system described in the utility's
tariff;
4 The non-residential applicant
fails to provide satisfactory credit references, including past utility service
records or favorable history with other creditors. The utility shall file a tariff
with the Commission describing its criteria by which non-residential applicants can
establish satisfactory credit for this purpose;
5 The utility has proof that the applicant
previously benefitted from tampering as described in Section
280.200;
6 The utility has proof that the conditions
described in Section
280.210
(Payment Avoidance by Location) exist for the applicant.
e Present Customer Deposits:
1 A present customer may be required to pay a
deposit if both of the following conditions occur:
A The customer has paid late four times in the
past 12 months; and
B The customer's
account has an undisputed past due balance that has remained unpaid for over 30 days
beyond the due date.
2 A
present residential customer may avoid the requirement to pay a deposit under
subsection (e)(1) by entering into and keeping current with a DPA for the unpaid
balance, so long as the customer enters the DPA prior to the assessment of the
deposit.
3 A present customer may be
required to pay a deposit if the utility has proof that the customer benefitted from
tampering.
4 A present large commercial
or industrial customer may be required to pay a deposit for indications of financial
insecurity in accordance with, and as allowed by the terms and conditions of, a
utility's effective tariffs.
f Deposit Payment: A utility may require payment
of 1/3 of an applicable deposit by including that amount on the first bill statement
sent to the customer after the issuance of the deposit. The remaining 2/3 of the
deposit shall be paid in equal installment amounts included on the next two bill
statements. However, a deposit assessed under Section
280.210
may be collected in a single amount due prior to service activation.
g Deposit Interest:
1 Interest shall be paid to the customer on all
deposit amounts, including installments, held by the utility. The rate of interest
will be the same as the rate existing for the average one year yield on U.S.
Treasury Securities for the last full week in November. The interest rate will be
rounded to the nearest 0.5 %. In December each year, the Commission shall announce
the rate of interest that shall be paid on all deposit amounts held during all or
part of the subsequent year.
2 After 12
consecutive months of accumulated interest, when a customer is not entitled to a
refund of the deposit, the utility shall automatically credit the customer's account
with the interest only. The credit shall be itemized on the customer's next regular
bill statement as "deposit interest".
h Refund Conditions for Deposits:
1 The utility shall automatically refund the
deposit plus accumulated interest once the customer completes 12 consecutive months
of service with fewer than four late payments, no disconnections for nonpayment and
no tampering with the service, if the customer has no past due balance owing at the
time of the deposit refund.
2 The
utility shall automatically refund the deposit plus accumulated interest, less any
unpaid utility service bill amount, when the customer voluntarily ends service and
is not transferring service to another location. The refund shall be made at the
time the final bill for service is issued.
3 The utility shall refund the deposit plus
accumulated interest automatically, less any unpaid utility service bill amount, 30
days after disconnection of service for non-payment when the former customer has not
paid the full balance owing or otherwise made arrangements with the utility to have
the service restored.
4 Nothing shall
prevent the utility from refunding a deposit earlier than required by this
subsection (h).
i Issuance of
Deposit Refund:
1 For a current small business
customer, the refund, less past due unpaid utility service amounts, shall be by
separate payment issued to the customer. The refund or credit shall be issued within
30 days after the event that triggers it.
2 For all other current customers, the refund,
less past due unpaid utility service amounts, shall be by separate payment issued to
the customer, except when the customer requests a credit to the account instead of a
refund payment. The refund or credit shall be issued within 30 days after the event
that triggers it. The utility shall not be obliged to issue the refund by separate
payment instead of a credit if the amount to be refunded does not exceed 125% of the
customer's average monthly bill amount.
3 For any former customer, the refund, less unpaid
utility service bill amounts, shall be by separate payment issued to the former
customer. The refund shall be issued within 30 days after the event that triggers
it.
j Records of Deposits:
1 The utility shall maintain records of deposits,
together with interest, that collectively will show all transactions pertaining to
each deposit.
2 The utility shall
indicate the amount of each deposit held on each customer bill.
3 When refunds are not deliverable, the utility
shall maintain records showing the utility's efforts towards locating the former
customer and delivering the deposit refund.
k Data Collection and Maintenance Requirements: A
utility that elects to utilize a credit scoring program for applicants for
residential service shall collect and maintain the following data for a period of
five years following its collection, making the data available to Commission Staff
within 30 days after a request from Staff:
1 The
number of credit scores requested for applicants;
2 The number of applicants who received passing
credit scores;
3 The number of
applicants who received failing credit scores;
4 The number and total dollar amount of deposits
obtained from applicants subject to the credit scoring program;
5 The number of times a security deposit was
waived for a low income applicant and for all other applicants, with stated reasons
for the waiver;
6 The number of
disconnections of service because customers failed to pay the required deposit;
and
7 The number of formal complaints
and the number of informal complaints from applicants regarding the use of credit
scoring or the requirement to pay a deposit based on the credit scoring
program.