Bill Text: IL HB2787 | 2023-2024 | 103rd General Assembly | Introduced
Bill Title: Amends the Illinois Power Agency Act. In provisions concerning aggregation of electrical load by municipalities, townships, and counties, provides that the report to assess how the aggregation of electrical load by municipalities, townships, and counties can be used to help meet the renewable energy goals outlined in the Act shall contain, at a minimum, an assessment of other states' utilization of load aggregation in meeting renewable energy goals, any known or expected barriers to (rather than in) utilizing load aggregation for meeting renewable energy goals, and recommendations for possible changes in State law necessary for electrical load aggregation to be a driver of new renewable energy project development. Provides that the annual report by the Illinois Power Agency shall include the number (rather than amount) of megawatt hours produced by renewable energy generation capacity physically located in Illinois for the preceding delivery year. Makes another change in the Illinois Procurement Code.
Spectrum: Partisan Bill (Democrat 5-0)
Status: (Introduced) 2023-03-20 - Added Co-Sponsor Rep. Kevin John Olickal [HB2787 Detail]
Download: Illinois-2023-HB2787-Introduced.html
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1 | AN ACT concerning State government.
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2 | Be it enacted by the People of the State of Illinois,
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3 | represented in the General Assembly:
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4 | Section 5. The Illinois Power Agency Act is amended by | |||||||||||||||||||||||
5 | changing Sections 1-92 and 1-125 as follows:
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6 | (20 ILCS 3855/1-92) | |||||||||||||||||||||||
7 | Sec. 1-92. Aggregation of electrical load by | |||||||||||||||||||||||
8 | municipalities, townships, and counties. | |||||||||||||||||||||||
9 | (a) The corporate authorities of a municipality, township | |||||||||||||||||||||||
10 | board, or county board of a county
may
adopt an ordinance under | |||||||||||||||||||||||
11 | which it may aggregate in accordance with this
Section | |||||||||||||||||||||||
12 | residential and small commercial retail electrical loads | |||||||||||||||||||||||
13 | located, respectively, within the
municipality, the township, | |||||||||||||||||||||||
14 | or the unincorporated areas of the county and, for that | |||||||||||||||||||||||
15 | purpose, may solicit bids and enter into service
agreements to | |||||||||||||||||||||||
16 | facilitate
for those
loads the sale and purchase of | |||||||||||||||||||||||
17 | electricity and related services and equipment. | |||||||||||||||||||||||
18 | The corporate authorities, township board, or county
board | |||||||||||||||||||||||
19 | may also exercise such authority jointly with any other | |||||||||||||||||||||||
20 | municipality, township, or county.
Two or
more
municipalities, | |||||||||||||||||||||||
21 | townships, or counties, or a combination of both, may initiate | |||||||||||||||||||||||
22 | a
process
jointly to authorize aggregation by a majority vote | |||||||||||||||||||||||
23 | of each particular
municipality, township, or
county as |
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1 | required by this Section. | ||||||
2 | If the corporate authorities, township board, or the | ||||||
3 | county board seek to operate the aggregation program as an | ||||||
4 | opt-out program for residential and small commercial retail | ||||||
5 | customers, then prior to the adoption of an ordinance with | ||||||
6 | respect to aggregation of residential and small commercial | ||||||
7 | retail electric loads, the corporate authorities of a | ||||||
8 | municipality, the township board, or the county board of a | ||||||
9 | county shall submit a referendum to its residents to determine | ||||||
10 | whether or not the aggregation program shall operate as an | ||||||
11 | opt-out program for residential and small commercial retail | ||||||
12 | customers. Any county board that seeks to submit such a | ||||||
13 | referendum to its residents shall do so only in unincorporated | ||||||
14 | areas of the county where no electric aggregation ordinance | ||||||
15 | has been adopted. | ||||||
16 | In addition to the notice and conduct requirements of the | ||||||
17 | general election law, notice of the referendum shall state | ||||||
18 | briefly the purpose of the referendum. The question of whether | ||||||
19 | the corporate authorities, the township board, or the county | ||||||
20 | board shall adopt an opt-out aggregation program for | ||||||
21 | residential and small commercial retail customers shall be | ||||||
22 | submitted to the electors of the municipality, township board, | ||||||
23 | or county board at a regular election and approved by a | ||||||
24 | majority of the electors voting on the question. The corporate | ||||||
25 | authorities, township board, or county board must certify to | ||||||
26 | the proper election authority, which must submit the question |
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1 | at an election in accordance with the Election Code. | ||||||
2 | The election authority must submit the question in | ||||||
3 | substantially the following form: | ||||||
4 | Shall the (municipality, township, or county in which | ||||||
5 | the question is being voted upon) have the authority to | ||||||
6 | arrange for the supply of electricity for its residential | ||||||
7 | and small commercial retail customers who have not opted | ||||||
8 | out of such program? | ||||||
9 | The election authority must record the votes as "Yes" or "No". | ||||||
10 | If a majority of the electors voting on the question vote | ||||||
11 | in the affirmative, then the corporate authorities, township | ||||||
12 | board, or county board may implement an opt-out aggregation | ||||||
13 | program for residential and small commercial retail customers. | ||||||
14 | A referendum must pass in each particular municipality, | ||||||
15 | township, or county that is engaged in the aggregation | ||||||
16 | program. If the referendum fails, then the corporate | ||||||
17 | authorities, township board, or county board shall operate the | ||||||
18 | aggregation program as an opt-in program for residential and | ||||||
19 | small commercial retail customers. | ||||||
20 | An
ordinance under this Section shall specify whether the | ||||||
21 | aggregation will occur
only with
the prior consent of each | ||||||
22 | person owning, occupying, controlling, or using an
electric | ||||||
23 | load
center proposed to be aggregated. Nothing in this | ||||||
24 | Section,
however,
authorizes the aggregation of electric loads | ||||||
25 | that are served or authorized to be served by an electric | ||||||
26 | cooperative as defined by and pursuant to the Electric |
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1 | Supplier Act or loads served by a municipality that owns and | ||||||
2 | operates its own electric distribution system. No
aggregation | ||||||
3 | shall take
effect unless
approved by a majority of the members | ||||||
4 | of the corporate authority, township board, or county board | ||||||
5 | voting upon the ordinance.
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6 | A governmental aggregator under this Section is not a | ||||||
7 | public utility or an
alternative retail electric supplier.
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8 | For purposes of this Section, "township" means the portion | ||||||
9 | of a township that is an unincorporated portion of a county | ||||||
10 | that is not otherwise a part of a municipality. In addition to | ||||||
11 | such other limitations as are included in this Section, a | ||||||
12 | township board shall only have authority to aggregate | ||||||
13 | residential and small commercial customer loads in accordance | ||||||
14 | with this Section if the county board of the county in which | ||||||
15 | the township is located (i) is not also submitting a | ||||||
16 | referendum to its residents at the same general election that | ||||||
17 | the township board proposes to submit a referendum under this | ||||||
18 | subsection (a), (ii) has not received authorization through | ||||||
19 | passage of a referendum to operate an opt-out aggregation | ||||||
20 | program for residential and small commercial retail customers | ||||||
21 | under this subsection (a), and (iii) has not otherwise enacted | ||||||
22 | an ordinance under this subsection (a) authorizing the | ||||||
23 | operation of an opt-in aggregation program for residential and | ||||||
24 | small commercial retail customers as described in this | ||||||
25 | Section. | ||||||
26 | (b) Upon the applicable requisite authority under this |
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1 | Section, the corporate
authorities, the township board, or the | ||||||
2 | county board, with assistance from the Illinois Power Agency, | ||||||
3 | shall develop a plan of operation and
governance for the
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4 | aggregation program so authorized. Before adopting a plan | ||||||
5 | under this Section,
the
corporate authorities, township board, | ||||||
6 | or county board shall hold at least 2 public hearings on
the | ||||||
7 | plan.
Before the first hearing, the corporate authorities, | ||||||
8 | township board, or county board shall
publish notice of
the | ||||||
9 | hearings once a week for 2 consecutive weeks in a newspaper of | ||||||
10 | general
circulation
in the jurisdiction. The notice shall | ||||||
11 | summarize the plan and state the date,
time, and
location of | ||||||
12 | each hearing.
Any load aggregation plan established pursuant | ||||||
13 | to this Section shall: | ||||||
14 | (1) provide for universal
access to all applicable | ||||||
15 | residential customers and equitable treatment of | ||||||
16 | applicable
residential customers; | ||||||
17 | (2) describe demand management and energy efficiency | ||||||
18 | services to be
provided to each class of customers;
and | ||||||
19 | (3) meet any requirements established by law
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20 | concerning aggregated service offered pursuant to this | ||||||
21 | Section. | ||||||
22 | (c) The process for soliciting bids for electricity and | ||||||
23 | other related services and awarding proposed agreements for | ||||||
24 | the purchase of electricity and other related services shall | ||||||
25 | be conducted in the following order: | ||||||
26 | (1) The corporate authorities, township board, or |
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1 | county board may solicit bids for electricity and other | ||||||
2 | related services. The bid specifications may include a | ||||||
3 | provision requiring the bidder to disclose the fuel type | ||||||
4 | of electricity to be procured or generated on behalf of | ||||||
5 | the aggregation program customers. The corporate | ||||||
6 | authorities, township board, or county board
may consider | ||||||
7 | the proposed source of electricity to be procured or | ||||||
8 | generated to be put into the grid on behalf of aggregation | ||||||
9 | program customers in the competitive
bidding process. The | ||||||
10 | Agency and Commission may collaborate to issue joint
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11 | guidance on voluntary uniform standards for bidder | ||||||
12 | disclosures of the source of
electricity to be procured or | ||||||
13 | generated to be put into the grid on behalf of aggregation | ||||||
14 | program customers. | ||||||
15 | (1.5) A township board shall request from the electric | ||||||
16 | utility those residential and small commercial customers | ||||||
17 | within their aggregate area either by zip code or zip | ||||||
18 | codes or other means as determined by the electric | ||||||
19 | utility. The electric utility shall then provide to the | ||||||
20 | township board the residential and small commercial | ||||||
21 | customers, including the names and addresses of | ||||||
22 | residential and small commercial customers, | ||||||
23 | electronically. The township board shall be responsible | ||||||
24 | for authenticating the residential and small commercial | ||||||
25 | customers contained in this listing and providing edits of | ||||||
26 | the data to affirm, add, or delete the residential and |
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1 | small commercial customers located within its | ||||||
2 | jurisdiction. The township board shall provide the edited | ||||||
3 | list to the electric utility in an electronic format or | ||||||
4 | other means selected by the electric utility and certify | ||||||
5 | that the information is accurate. | ||||||
6 | (2) Notwithstanding Section 16-122 of the Public | ||||||
7 | Utilities Act and Section 2HH of the Consumer Fraud and | ||||||
8 | Deceptive Business Practices Act, an electric utility that | ||||||
9 | provides residential and small commercial retail electric | ||||||
10 | service in the aggregate area must, upon request of the | ||||||
11 | corporate authorities, township board, or the county board | ||||||
12 | in the aggregate area, submit to the requesting party, in | ||||||
13 | an electronic format, those account numbers, names, and | ||||||
14 | addresses of residential and small commercial retail | ||||||
15 | customers in the aggregate area that are reflected in the | ||||||
16 | electric utility's records at the time of the request; | ||||||
17 | provided, however, that any township board has first | ||||||
18 | provided an accurate customer list to the electric utility | ||||||
19 | as provided for herein. | ||||||
20 | Any corporate authority, township board, or county board | ||||||
21 | receiving customer information from an electric utility shall | ||||||
22 | be subject to the limitations on the disclosure of the | ||||||
23 | information described in Section 16-122 of the Public | ||||||
24 | Utilities Act and Section 2HH of the Consumer Fraud and | ||||||
25 | Deceptive Business Practices Act, and an electric utility | ||||||
26 | shall not be held liable for any claims arising out of the |
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1 | provision of information pursuant to this item (2). | ||||||
2 | (d) If the corporate authorities, township board, or | ||||||
3 | county board operate under an opt-in program for residential | ||||||
4 | and small commercial retail customers, then the corporate | ||||||
5 | authorities, township board, or county board shall comply with | ||||||
6 | all of the following: | ||||||
7 | (1) Within 60 days after receiving the bids, the | ||||||
8 | corporate authorities, township board, or county board | ||||||
9 | shall allow residential and small commercial retail | ||||||
10 | customers to commit to the terms and conditions of a bid | ||||||
11 | that has been selected by the corporate authorities, | ||||||
12 | township board, or county board. | ||||||
13 | (2) If (A) the corporate authorities, township board, | ||||||
14 | or county board award proposed agreements for the purchase | ||||||
15 | of electricity and other related services and (B) an | ||||||
16 | agreement is reached between the corporate authorities, | ||||||
17 | township board, or county board for those services, then | ||||||
18 | customers committed to the terms and conditions according | ||||||
19 | to item (1) of this subsection (d) shall be committed to | ||||||
20 | the agreement. | ||||||
21 | (e) If the corporate authorities, township board, or | ||||||
22 | county board operate as an opt-out program for residential and | ||||||
23 | small commercial retail customers, then it shall be the duty | ||||||
24 | of the aggregated entity to fully inform
residential and small | ||||||
25 | commercial retail customers in advance that they have the | ||||||
26 | right to opt out of the aggregation program.
The disclosure |
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1 | shall prominently state all charges to be made and
shall | ||||||
2 | include
full disclosure of the cost to obtain service pursuant | ||||||
3 | to Section 16-103 of the Public Utilities Act, how
to access | ||||||
4 | it,
and the fact that it is available to them without penalty, | ||||||
5 | if they are
currently receiving
service under that Section. | ||||||
6 | The Illinois Power Agency shall furnish, without charge, to
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7 | any citizen a
list of all supply options available to them in a | ||||||
8 | format that
allows
comparison of prices and products. | ||||||
9 | (f) Any person or entity retained by a municipality or | ||||||
10 | county, or jointly by more than one such unit of local | ||||||
11 | government, to provide input, guidance, or advice in the | ||||||
12 | selection of an electricity supplier for an aggregation | ||||||
13 | program shall disclose in writing to the involved units of | ||||||
14 | local government the nature of any relationship through which | ||||||
15 | the person or entity may receive, either directly or | ||||||
16 | indirectly, commissions or other remuneration as a result of | ||||||
17 | the selection of any particular electricity supplier. The | ||||||
18 | written disclosure must be made prior to formal approval by | ||||||
19 | the involved units of local government of any professional | ||||||
20 | services agreement with the person or entity, or no later than | ||||||
21 | October 1, 2012 with respect to any such professional services | ||||||
22 | agreement entered into prior to the effective date of this | ||||||
23 | amendatory Act of the 97th General Assembly. The disclosure | ||||||
24 | shall cover all direct and indirect relationships through | ||||||
25 | which commissions or remuneration may result, including the | ||||||
26 | pooling of commissions or remuneration among multiple persons |
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1 | or entities, and shall identify all involved electricity | ||||||
2 | suppliers. The disclosure requirements in this subsection (f) | ||||||
3 | are to be liberally construed to ensure that the nature of | ||||||
4 | financial interests are fully revealed, and these disclosure | ||||||
5 | requirements shall apply regardless of whether the involved | ||||||
6 | person or entity is licensed under Section 16-115C of the | ||||||
7 | Public Utilities Act. Any person or entity that fails to make | ||||||
8 | the disclosure required under this subsection (f) is liable to | ||||||
9 | the involved units of local government in an amount equal to | ||||||
10 | all compensation paid to such person or entity by the units of | ||||||
11 | local government for the input, guidance, or advice in the | ||||||
12 | selection of an electricity supplier, plus reasonable | ||||||
13 | attorneys fees and court costs incurred by the units of local | ||||||
14 | government in connection with obtaining such amount. | ||||||
15 | (g) The Illinois Power Agency shall provide assistance to | ||||||
16 | municipalities, townships, counties, or associations working | ||||||
17 | with municipalities to help complete the plan and bidding | ||||||
18 | process. | ||||||
19 | (h) This Section does not prohibit municipalities or | ||||||
20 | counties from entering into an intergovernmental agreement to | ||||||
21 | aggregate residential and small commercial retail electric | ||||||
22 | loads.
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23 | (i) No later than June 1, 2023, the Illinois Power Agency | ||||||
24 | shall produce a report assessing how the aggregation of | ||||||
25 | electrical load by municipalities, townships, and counties can | ||||||
26 | be used to help meet the renewable energy goals outlined in |
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1 | this Act. This report shall contain, at a minimum, an | ||||||
2 | assessment of other states' utilization of load aggregation in | ||||||
3 | meeting renewable energy goals, any known or expected barriers | ||||||
4 | to in utilizing load aggregation for meeting renewable energy | ||||||
5 | goals, and recommendations for possible changes in State law | ||||||
6 | necessary for electrical load aggregation to be a driver of | ||||||
7 | new renewable energy project development. This report shall be | ||||||
8 | published on the Agency's website and delivered to the | ||||||
9 | Governor and General Assembly. To assist with developing this | ||||||
10 | report, the Agency may retain the services of its expert | ||||||
11 | consulting firm used to develop its procurement plans as | ||||||
12 | provided in paragraph (1) of subsection (a) of Section 1-75. | ||||||
13 | (Source: P.A. 102-662, eff. 9-15-21.)
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14 | (20 ILCS 3855/1-125)
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15 | Sec. 1-125. Agency annual reports. | ||||||
16 | (a) By February 15 of each year, the Agency shall report | ||||||
17 | annually to the Governor and the General Assembly on the | ||||||
18 | operations and transactions of the Agency. The annual report | ||||||
19 | shall include, but not be limited to, each of the following: | ||||||
20 | (1) The average quantity, price, and term of all | ||||||
21 | contracts for electricity procured under the procurement | ||||||
22 | plans for electric utilities. | ||||||
23 | (2) (Blank). | ||||||
24 | (3) The quantity, price, and rate impact of all energy | ||||||
25 | efficiency and demand response measures purchased for |
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1 | electric utilities, and any measures included in the | ||||||
2 | procurement plan pursuant to Section 16-111.5B of the | ||||||
3 | Public Utilities Act. | ||||||
4 | (4) The amount of power and energy produced by each | ||||||
5 | Agency facility. | ||||||
6 | (5) The quantity of electricity supplied by each | ||||||
7 | Agency facility to municipal electric systems, | ||||||
8 | governmental aggregators, or rural electric cooperatives | ||||||
9 | in Illinois. | ||||||
10 | (6) The revenues as allocated by the Agency to each | ||||||
11 | facility. | ||||||
12 | (7) The costs as allocated by the Agency to each | ||||||
13 | facility. | ||||||
14 | (8) The accumulated depreciation for each facility. | ||||||
15 | (9) The status of any projects under development. | ||||||
16 | (10) Basic financial and operating information | ||||||
17 | specifically detailed for the reporting year and | ||||||
18 | including, but not limited to, income and expense | ||||||
19 | statements, balance sheets, and changes in financial | ||||||
20 | position, all in accordance with generally accepted | ||||||
21 | accounting principles, debt structure, and a summary of | ||||||
22 | funds on a cash basis. | ||||||
23 | (11) The average quantity, price, contract type and | ||||||
24 | term, and rate impact of all renewable resources procured | ||||||
25 | under the long-term renewable resources procurement plans | ||||||
26 | for electric utilities.
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1 | (12) A comparison of the costs associated with the | ||||||
2 | Agency's procurement of renewable energy resources to (A) | ||||||
3 | the Agency's costs associated with electricity generated | ||||||
4 | by other types of generation facilities and (B) the | ||||||
5 | benefits associated with the Agency's procurement of | ||||||
6 | renewable energy resources. | ||||||
7 | (13) An analysis of the rate impacts associated with | ||||||
8 | the Illinois Power Agency's procurement of renewable | ||||||
9 | resources, including, but not limited to, any long-term | ||||||
10 | contracts, on the eligible retail customers of electric | ||||||
11 | utilities. The analysis shall include the Agency's | ||||||
12 | estimate of the total dollar impact that the Agency's | ||||||
13 | procurement of renewable resources has had on the annual | ||||||
14 | electricity bills of the customer classes that comprise | ||||||
15 | each eligible retail customer class taking service from an | ||||||
16 | electric utility. | ||||||
17 | (14) (Blank). | ||||||
18 | (b) In addition to reporting on the transactions and | ||||||
19 | operations of the Agency, the Agency shall also endeavor to
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20 | report on the following items through its annual report, | ||||||
21 | recognizing that full and accurate information may not be | ||||||
22 | available for certain items: | ||||||
23 | (1) The overall nameplate capacity amount of installed
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24 | and scheduled renewable energy generation capacity
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25 | physically located in Illinois. | ||||||
26 | (2) The percentage of installed and scheduled
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1 | renewable energy generation capacity as a share of overall
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2 | electricity generation capacity physically located in | ||||||
3 | Illinois. | ||||||
4 | (3) The number amount of megawatt hours produced by | ||||||
5 | renewable
energy generation capacity physically located in | ||||||
6 | Illinois
for the preceding delivery year. | ||||||
7 | (4) The percentage of megawatt hours produced by
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8 | renewable energy generation capacity physically located in
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9 | Illinois as a share of overall electricity generation from
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10 | facilities physically located in Illinois for the
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11 | preceding delivery year. | ||||||
12 | (5) The renewable portfolio standard expenditures made | ||||||
13 | pursuant to paragraph (1) of subsection (c) of Section | ||||||
14 | 1-75 and the total scheduled and installed renewable | ||||||
15 | generation capacity expected to result from these | ||||||
16 | investments. This information shall include the total cost | ||||||
17 | of REC delivery contracts of the renewable portfolio | ||||||
18 | standard by project category, including, but not limited | ||||||
19 | to, renewable energy credits delivery contracts entered | ||||||
20 | into pursuant to subparagraphs (C), (G), (K), and (R) of | ||||||
21 | paragraph (1) of subsection (c) Section 1-75. The Agency | ||||||
22 | shall also report on the total amount of customer load | ||||||
23 | featuring renewable portfolio standard compliance | ||||||
24 | obligations scheduled to be met by self-direct customers | ||||||
25 | pursuant to subparagraph (R) of paragraph (1) of | ||||||
26 | subsection (c) of Section 1-75, as well as the minimum |
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1 | annual quantities of renewable energy credits scheduled to | ||||||
2 | be retired by those customers and amount of installed | ||||||
3 | renewable energy generating capacity used to meet the | ||||||
4 | requirements of subparagraph (R) of paragraph (1) of | ||||||
5 | subsection (c) of Section 1-75. | ||||||
6 | The Agency may seek assistance from the Illinois Commerce
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7 | Commission in developing its annual report and may also retain
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8 | the services of its expert consulting firm used to develop its
| ||||||
9 | procurement plans as outlined in paragraph (1) of subsection
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10 | (a) of Section 1-75. Confidential or commercially sensitive
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11 | business information provided by retail customers, alternative
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12 | retail electric suppliers, or other parties shall be kept
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13 | confidential by the Agency consistent with Section 1-120, but
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14 | may be publicly reported in aggregate form. | ||||||
15 | (Source: P.A. 102-662, eff. 9-15-21.)
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16 | Section 10. The Illinois Procurement Code is amended by | ||||||
17 | changing Section 1-10 as follows:
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18 | (30 ILCS 500/1-10)
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19 | Sec. 1-10. Application.
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20 | (a) This Code applies only to procurements for which | ||||||
21 | bidders, offerors, potential contractors, or contractors were | ||||||
22 | first
solicited on or after July 1, 1998. This Code shall not | ||||||
23 | be construed to affect
or impair any contract, or any | ||||||
24 | provision of a contract, entered into based on a
solicitation |
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1 | prior to the implementation date of this Code as described in
| ||||||
2 | Article 99, including, but not limited to, any covenant | ||||||
3 | entered into with respect
to any revenue bonds or similar | ||||||
4 | instruments.
All procurements for which contracts are | ||||||
5 | solicited between the effective date
of Articles 50 and 99 and | ||||||
6 | July 1, 1998 shall be substantially in accordance
with this | ||||||
7 | Code and its intent.
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8 | (b) This Code shall apply regardless of the source of the | ||||||
9 | funds with which
the contracts are paid, including federal | ||||||
10 | assistance moneys. This
Code shall
not apply to:
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11 | (1) Contracts between the State and its political | ||||||
12 | subdivisions or other
governments, or between State | ||||||
13 | governmental bodies, except as specifically provided in | ||||||
14 | this Code.
| ||||||
15 | (2) Grants, except for the filing requirements of | ||||||
16 | Section 20-80.
| ||||||
17 | (3) Purchase of care, except as provided in Section | ||||||
18 | 5-30.6 of the Illinois Public Aid
Code and this Section.
| ||||||
19 | (4) Hiring of an individual as an employee and not as | ||||||
20 | an independent
contractor, whether pursuant to an | ||||||
21 | employment code or policy or by contract
directly with | ||||||
22 | that individual.
| ||||||
23 | (5) Collective bargaining contracts.
| ||||||
24 | (6) Purchase of real estate, except that notice of | ||||||
25 | this type of contract with a value of more than $25,000 | ||||||
26 | must be published in the Procurement Bulletin within 10 |
| |||||||
| |||||||
1 | calendar days after the deed is recorded in the county of | ||||||
2 | jurisdiction. The notice shall identify the real estate | ||||||
3 | purchased, the names of all parties to the contract, the | ||||||
4 | value of the contract, and the effective date of the | ||||||
5 | contract.
| ||||||
6 | (7) Contracts necessary to prepare for anticipated | ||||||
7 | litigation, enforcement
actions, or investigations, | ||||||
8 | provided
that the chief legal counsel to the Governor | ||||||
9 | shall give his or her prior
approval when the procuring | ||||||
10 | agency is one subject to the jurisdiction of the
Governor, | ||||||
11 | and provided that the chief legal counsel of any other | ||||||
12 | procuring
entity
subject to this Code shall give his or | ||||||
13 | her prior approval when the procuring
entity is not one | ||||||
14 | subject to the jurisdiction of the Governor.
| ||||||
15 | (8) (Blank).
| ||||||
16 | (9) Procurement expenditures by the Illinois | ||||||
17 | Conservation Foundation
when only private funds are used.
| ||||||
18 | (10) (Blank). | ||||||
19 | (11) Public-private agreements entered into according | ||||||
20 | to the procurement requirements of Section 20 of the | ||||||
21 | Public-Private Partnerships for Transportation Act and | ||||||
22 | design-build agreements entered into according to the | ||||||
23 | procurement requirements of Section 25 of the | ||||||
24 | Public-Private Partnerships for Transportation Act. | ||||||
25 | (12) (A) Contracts for legal, financial, and other | ||||||
26 | professional and artistic services entered into by the |
| |||||||
| |||||||
1 | Illinois Finance Authority in which the State of Illinois | ||||||
2 | is not obligated. Such contracts shall be awarded through | ||||||
3 | a competitive process authorized by the members of the | ||||||
4 | Illinois Finance Authority and are subject to Sections | ||||||
5 | 5-30, 20-160, 50-13, 50-20, 50-35, and 50-37 of this Code, | ||||||
6 | as well as the final approval by the members of the | ||||||
7 | Illinois Finance Authority of the terms of the contract. | ||||||
8 | (B) Contracts for legal and financial services entered | ||||||
9 | into by the Illinois Housing Development Authority in | ||||||
10 | connection with the issuance of bonds in which the State | ||||||
11 | of Illinois is not obligated. Such contracts shall be | ||||||
12 | awarded through a competitive process authorized by the | ||||||
13 | members of the Illinois Housing Development Authority and | ||||||
14 | are subject to Sections 5-30, 20-160, 50-13, 50-20, 50-35, | ||||||
15 | and 50-37 of this Code, as well as the final approval by | ||||||
16 | the members of the Illinois Housing Development Authority | ||||||
17 | of the terms of the contract. | ||||||
18 | (13) Contracts for services, commodities, and | ||||||
19 | equipment to support the delivery of timely forensic | ||||||
20 | science services in consultation with and subject to the | ||||||
21 | approval of the Chief Procurement Officer as provided in | ||||||
22 | subsection (d) of Section 5-4-3a of the Unified Code of | ||||||
23 | Corrections, except for the requirements of Sections | ||||||
24 | 20-60, 20-65, 20-70, and 20-160 and Article 50 of this | ||||||
25 | Code; however, the Chief Procurement Officer may, in | ||||||
26 | writing with justification, waive any certification |
| |||||||
| |||||||
1 | required under Article 50 of this Code. For any contracts | ||||||
2 | for services which are currently provided by members of a | ||||||
3 | collective bargaining agreement, the applicable terms of | ||||||
4 | the collective bargaining agreement concerning | ||||||
5 | subcontracting shall be followed. | ||||||
6 | On and after January 1, 2019, this paragraph (13), | ||||||
7 | except for this sentence, is inoperative. | ||||||
8 | (14) Contracts for participation expenditures required | ||||||
9 | by a domestic or international trade show or exhibition of | ||||||
10 | an exhibitor, member, or sponsor. | ||||||
11 | (15) Contracts with a railroad or utility that | ||||||
12 | requires the State to reimburse the railroad or utilities | ||||||
13 | for the relocation of utilities for construction or other | ||||||
14 | public purpose. Contracts included within this paragraph | ||||||
15 | (15) shall include, but not be limited to, those | ||||||
16 | associated with: relocations, crossings, installations, | ||||||
17 | and maintenance. For the purposes of this paragraph (15), | ||||||
18 | "railroad" means any form of non-highway ground | ||||||
19 | transportation that runs on rails or electromagnetic | ||||||
20 | guideways and "utility" means: (1) public utilities as | ||||||
21 | defined in Section 3-105 of the Public Utilities Act, (2) | ||||||
22 | telecommunications carriers as defined in Section 13-202 | ||||||
23 | of the Public Utilities Act, (3) electric cooperatives as | ||||||
24 | defined in Section 3.4 of the Electric Supplier Act, (4) | ||||||
25 | telephone or telecommunications cooperatives as defined in | ||||||
26 | Section 13-212 of the Public Utilities Act, (5) rural |
| |||||||
| |||||||
1 | water or waste water systems with 10,000 connections or | ||||||
2 | less, (6) a holder as defined in Section 21-201 of the | ||||||
3 | Public Utilities Act, and (7) municipalities owning or | ||||||
4 | operating utility systems consisting of public utilities | ||||||
5 | as that term is defined in Section 11-117-2 of the | ||||||
6 | Illinois Municipal Code. | ||||||
7 | (16) Procurement expenditures necessary for the | ||||||
8 | Department of Public Health to provide the delivery of | ||||||
9 | timely newborn screening services in accordance with the | ||||||
10 | Newborn Metabolic Screening Act. | ||||||
11 | (17) Procurement expenditures necessary for the | ||||||
12 | Department of Agriculture, the Department of Financial and | ||||||
13 | Professional Regulation, the Department of Human Services, | ||||||
14 | and the Department of Public Health to implement the | ||||||
15 | Compassionate Use of Medical Cannabis Program and Opioid | ||||||
16 | Alternative Pilot Program requirements and ensure access | ||||||
17 | to medical cannabis for patients with debilitating medical | ||||||
18 | conditions in accordance with the Compassionate Use of | ||||||
19 | Medical Cannabis Program Act. | ||||||
20 | (18) This Code does not apply to any procurements | ||||||
21 | necessary for the Department of Agriculture, the | ||||||
22 | Department of Financial and Professional Regulation, the | ||||||
23 | Department of Human Services, the Department of Commerce | ||||||
24 | and Economic Opportunity, and the Department of Public | ||||||
25 | Health to implement the Cannabis Regulation and Tax Act if | ||||||
26 | the applicable agency has made a good faith determination |
| |||||||
| |||||||
1 | that it is necessary and appropriate for the expenditure | ||||||
2 | to fall within this exemption and if the process is | ||||||
3 | conducted in a manner substantially in accordance with the | ||||||
4 | requirements of Sections 20-160, 25-60, 30-22, 50-5, | ||||||
5 | 50-10, 50-10.5, 50-12, 50-13, 50-15, 50-20, 50-21, 50-35, | ||||||
6 | 50-36, 50-37, 50-38, and 50-50 of this Code; however, for | ||||||
7 | Section 50-35, compliance applies only to contracts or | ||||||
8 | subcontracts over $100,000. Notice of each contract | ||||||
9 | entered into under this paragraph (18) that is related to | ||||||
10 | the procurement of goods and services identified in | ||||||
11 | paragraphs paragraph (1) through (9) of this subsection | ||||||
12 | shall be published in the Procurement Bulletin within 14 | ||||||
13 | calendar days after contract execution. The Chief | ||||||
14 | Procurement Officer shall prescribe the form and content | ||||||
15 | of the notice. Each agency shall provide the Chief | ||||||
16 | Procurement Officer, on a monthly basis, in the form and | ||||||
17 | content prescribed by the Chief Procurement Officer, a | ||||||
18 | report of contracts that are related to the procurement of | ||||||
19 | goods and services identified in this subsection. At a | ||||||
20 | minimum, this report shall include the name of the | ||||||
21 | contractor, a description of the supply or service | ||||||
22 | provided, the total amount of the contract, the term of | ||||||
23 | the contract, and the exception to this Code utilized. A | ||||||
24 | copy of any or all of these contracts shall be made | ||||||
25 | available to the Chief Procurement Officer immediately | ||||||
26 | upon request. The Chief Procurement Officer shall submit a |
| |||||||
| |||||||
1 | report to the Governor and General Assembly no later than | ||||||
2 | November 1 of each year that includes, at a minimum, an | ||||||
3 | annual summary of the monthly information reported to the | ||||||
4 | Chief Procurement Officer. This exemption becomes | ||||||
5 | inoperative 5 years after June 25, 2019 (the effective | ||||||
6 | date of Public Act 101-27). | ||||||
7 | (19) Acquisition of modifications or adjustments, | ||||||
8 | limited to assistive technology devices and assistive | ||||||
9 | technology services, adaptive equipment, repairs, and | ||||||
10 | replacement parts to provide reasonable accommodations (i) | ||||||
11 | that enable a qualified applicant with a disability to | ||||||
12 | complete the job application process and be considered for | ||||||
13 | the position such qualified applicant desires, (ii) that | ||||||
14 | modify or adjust the work environment to enable a | ||||||
15 | qualified current employee with a disability to perform | ||||||
16 | the essential functions of the position held by that | ||||||
17 | employee, (iii) to enable a qualified current employee | ||||||
18 | with a disability to enjoy equal benefits and privileges | ||||||
19 | of employment as are enjoyed by other similarly situated | ||||||
20 | employees without disabilities, and (iv) that allow a | ||||||
21 | customer, client, claimant, or member of the public | ||||||
22 | seeking State services full use and enjoyment of and | ||||||
23 | access to its programs, services, or benefits. | ||||||
24 | For purposes of this paragraph (19): | ||||||
25 | "Assistive technology devices" means any item, piece | ||||||
26 | of equipment, or product system, whether acquired |
| |||||||
| |||||||
1 | commercially off the shelf, modified, or customized, that | ||||||
2 | is used to increase, maintain, or improve functional | ||||||
3 | capabilities of individuals with disabilities. | ||||||
4 | "Assistive technology services" means any service that | ||||||
5 | directly assists an individual with a disability in | ||||||
6 | selection, acquisition, or use of an assistive technology | ||||||
7 | device. | ||||||
8 | "Qualified" has the same meaning and use as provided | ||||||
9 | under the federal Americans with Disabilities Act when | ||||||
10 | describing an individual with a disability. | ||||||
11 | (20) Procurement expenditures necessary for the
| ||||||
12 | Illinois Commerce Commission to hire third-party
| ||||||
13 | facilitators pursuant to Sections 16-105.17 and
16-108.18 | ||||||
14 | of the Public Utilities Act or an ombudsman pursuant to | ||||||
15 | Section 16-107.5 of the Public Utilities Act, a | ||||||
16 | facilitator pursuant to Section 16-105.17 of the Public | ||||||
17 | Utilities Act, or a grid auditor pursuant to Section | ||||||
18 | 16-105.10 of the Public Utilities Act. | ||||||
19 | (21) Procurement expenditures for the purchase, | ||||||
20 | renewal, and expansion of software, software licenses, or | ||||||
21 | software maintenance agreements that support the efforts | ||||||
22 | of the Illinois State Police to enforce, regulate, and | ||||||
23 | administer the Firearm Owners Identification Card Act, the | ||||||
24 | Firearm Concealed Carry Act, the Firearms Restraining | ||||||
25 | Order Act, the Firearm Dealer License Certification Act, | ||||||
26 | the Law Enforcement Agencies Data System (LEADS), the |
| |||||||
| |||||||
1 | Uniform Crime Reporting Act, the Criminal Identification | ||||||
2 | Act, the Uniform Conviction Information Act, and the Gun | ||||||
3 | Trafficking Information Act, or establish or maintain | ||||||
4 | record management systems necessary to conduct human | ||||||
5 | trafficking investigations or gun trafficking or other | ||||||
6 | stolen firearm investigations. This paragraph (21) applies | ||||||
7 | to contracts entered into on or after the effective date | ||||||
8 | of this amendatory Act of the 102nd General Assembly and | ||||||
9 | the renewal of contracts that are in effect on the | ||||||
10 | effective date of this amendatory Act of the 102nd General | ||||||
11 | Assembly. | ||||||
12 | Notwithstanding any other provision of law, for contracts | ||||||
13 | with an annual value of more than $100,000 entered into on or | ||||||
14 | after October 1, 2017 under an exemption provided in any | ||||||
15 | paragraph of this subsection (b), except paragraph (1), (2), | ||||||
16 | or (5), each State agency shall post to the appropriate | ||||||
17 | procurement bulletin the name of the contractor, a description | ||||||
18 | of the supply or service provided, the total amount of the | ||||||
19 | contract, the term of the contract, and the exception to the | ||||||
20 | Code utilized. The chief procurement officer shall submit a | ||||||
21 | report to the Governor and General Assembly no later than | ||||||
22 | November 1 of each year that shall include, at a minimum, an | ||||||
23 | annual summary of the monthly information reported to the | ||||||
24 | chief procurement officer. | ||||||
25 | (c) This Code does not apply to the electric power | ||||||
26 | procurement process provided for under Section 1-75 of the |
| |||||||
| |||||||
1 | Illinois Power Agency Act and Section 16-111.5 of the Public | ||||||
2 | Utilities Act. | ||||||
3 | (d) Except for Section 20-160 and Article 50 of this Code, | ||||||
4 | and as expressly required by Section 9.1 of the Illinois | ||||||
5 | Lottery Law, the provisions of this Code do not apply to the | ||||||
6 | procurement process provided for under Section 9.1 of the | ||||||
7 | Illinois Lottery Law. | ||||||
8 | (e) This Code does not apply to the process used by the | ||||||
9 | Capital Development Board to retain a person or entity to | ||||||
10 | assist the Capital Development Board with its duties related | ||||||
11 | to the determination of costs of a clean coal SNG brownfield | ||||||
12 | facility, as defined by Section 1-10 of the Illinois Power | ||||||
13 | Agency Act, as required in subsection (h-3) of Section 9-220 | ||||||
14 | of the Public Utilities Act, including calculating the range | ||||||
15 | of capital costs, the range of operating and maintenance | ||||||
16 | costs, or the sequestration costs or monitoring the | ||||||
17 | construction of clean coal SNG brownfield facility for the | ||||||
18 | full duration of construction. | ||||||
19 | (f) (Blank). | ||||||
20 | (g) (Blank). | ||||||
21 | (h) This Code does not apply to the process to procure or | ||||||
22 | contracts entered into in accordance with Sections 11-5.2 and | ||||||
23 | 11-5.3 of the Illinois Public Aid Code. | ||||||
24 | (i) Each chief procurement officer may access records | ||||||
25 | necessary to review whether a contract, purchase, or other | ||||||
26 | expenditure is or is not subject to the provisions of this |
| |||||||
| |||||||
1 | Code, unless such records would be subject to attorney-client | ||||||
2 | privilege. | ||||||
3 | (j) This Code does not apply to the process used by the | ||||||
4 | Capital Development Board to retain an artist or work or works | ||||||
5 | of art as required in Section 14 of the Capital Development | ||||||
6 | Board Act. | ||||||
7 | (k) This Code does not apply to the process to procure | ||||||
8 | contracts, or contracts entered into, by the State Board of | ||||||
9 | Elections or the State Electoral Board for hearing officers | ||||||
10 | appointed pursuant to the Election Code. | ||||||
11 | (l) This Code does not apply to the processes used by the | ||||||
12 | Illinois Student Assistance Commission to procure supplies and | ||||||
13 | services paid for from the private funds of the Illinois | ||||||
14 | Prepaid Tuition Fund. As used in this subsection (l), "private | ||||||
15 | funds" means funds derived from deposits paid into the | ||||||
16 | Illinois Prepaid Tuition Trust Fund and the earnings thereon. | ||||||
17 | (m) This Code shall apply regardless of the source of | ||||||
18 | funds with which contracts are paid, including federal | ||||||
19 | assistance moneys. Except as specifically provided in this | ||||||
20 | Code, this Code shall not apply to procurement expenditures | ||||||
21 | necessary for the Department of Public Health to conduct the | ||||||
22 | Healthy Illinois Survey in accordance with Section 2310-431 of | ||||||
23 | the Department of Public Health Powers and Duties Law of the | ||||||
24 | Civil Administrative Code of Illinois. | ||||||
25 | (Source: P.A. 101-27, eff. 6-25-19; 101-81, eff. 7-12-19; | ||||||
26 | 101-363, eff. 8-9-19; 102-175, eff. 7-29-21; 102-483, eff |
| |||||||
| |||||||
1 | 1-1-22; 102-558, eff. 8-20-21; 102-600, eff. 8-27-21; 102-662, | ||||||
2 | eff. 9-15-21; 102-721, eff. 1-1-23; 102-813, eff. 5-13-22; | ||||||
3 | 102-1116, eff. 1-10-23.)
|