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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: | |||||||||||||||||||||||
| 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 | |||||||||||||||||||||||
| |||||||
| |||||||
| 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 | ||||||
| |||||||
| |||||||
| 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 | ||||||
| |||||||
| |||||||
| 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.
| ||||||
| 6 | A governmental aggregator under this Section is not a | ||||||
| 7 | public utility or an
alternative retail electric supplier.
| ||||||
| 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 | ||||||
| |||||||
| |||||||
| 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
| ||||||
| 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
| ||||||
| 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 | ||||||
| |||||||
| |||||||
| 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
| ||||||
| 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 | ||||||
| |||||||
| |||||||
| 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 | ||||||
| |||||||
| |||||||
| 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 | ||||||
| |||||||
| |||||||
| 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
| ||||||
| 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 | ||||||
| |||||||
| |||||||
| 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.
| ||||||
| 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 | ||||||
| |||||||
| |||||||
| 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.) | ||||||
| 14 | (20 ILCS 3855/1-125)
| ||||||
| 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 | ||||||
| |||||||
| |||||||
| 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.
| ||||||
| |||||||
| |||||||
| 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
| ||||||
| 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
| ||||||
| 24 | and scheduled renewable energy generation capacity
| ||||||
| 25 | physically located in Illinois. | ||||||
| 26 | (2) The percentage of installed and scheduled
| ||||||
| |||||||
| |||||||
| 1 | renewable energy generation capacity as a share of overall
| ||||||
| 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
| ||||||
| 8 | renewable energy generation capacity physically located in
| ||||||
| 9 | Illinois as a share of overall electricity generation from
| ||||||
| 10 | facilities physically located in Illinois for the
| ||||||
| 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 | ||||||
| |||||||
| |||||||
| 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
| ||||||
| 7 | Commission in developing its annual report and may also retain
| ||||||
| 8 | the services of its expert consulting firm used to develop its
| ||||||
| 9 | procurement plans as outlined in paragraph (1) of subsection
| ||||||
| 10 | (a) of Section 1-75. Confidential or commercially sensitive
| ||||||
| 11 | business information provided by retail customers, alternative
| ||||||
| 12 | retail electric suppliers, or other parties shall be kept
| ||||||
| 13 | confidential by the Agency consistent with Section 1-120, but
| ||||||
| 14 | may be publicly reported in aggregate form. | ||||||
| 15 | (Source: P.A. 102-662, eff. 9-15-21.) | ||||||
| 16 | Section 10. The Illinois Procurement Code is amended by | ||||||
| 17 | changing Section 1-10 as follows:
| ||||||
| 18 | (30 ILCS 500/1-10)
| ||||||
| 19 | Sec. 1-10. Application.
| ||||||
| 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 | ||||||
| |||||||
| |||||||
| 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.
| ||||||
| 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:
| ||||||
| 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.)
| ||||||