Introduced Version SENATE BILL No. 97 _____ DIGEST OF INTRODUCED BILL Citations Affected: IC 8-1. Synopsis: Utility disconnections and customer data reports. Beginning January 1, 2026, provides that from June 21 through September 23 (in addition to the period from December 1 through March 15, under current law) of any year, an electric or gas utility may not terminate residential electric or gas service for an individual who is eligible for and has applied for assistance from a home energy assistance program administered by the lieutenant governor. Amends the same section of the Indiana Code as follows: (1) Prohibits an electric, gas, or water utility from terminating service for any residential customer on any of the following days: (A) A Friday, Saturday, or Sunday. (B) A legal holiday. (C) Any day, or after noon on the day preceding any day, during which customer service representatives of the utility are not available to respond to customer inquiries during regular business hours. (2) Strikes a provision that authorizes the Indiana utility regulatory commission (IURC) to establish a reasonable rate of interest that a utility may charge on the unpaid balance of a delinquent customer bill. (3) Prohibits an electric, gas, or water utility from charging or collecting a deposit or reconnection fee as a condition of, or in connection with, restoring service to a residential customer after a termination of service for nonpayment. Requires the IURC to amend, not later than December 31, 2025, its administrative rules as necessary to conform the rules to these provisions. Requires a utility to: (1) amend its residential tariffs as necessary to conform the tariffs to these provisions; and (2) file with the IURC a petition for approval of each amended tariff; not later than June 15, 2025. Requires a utility that: (1) is under the jurisdiction of the IURC for the approval of rates and (Continued next page) Effective: Upon passage; July 1, 2025; January 1, 2026. Jackson L January 8, 2025, read first time and referred to Committee on Utilities. 2025 IN 97—LS 6452/DI 101 Digest Continued charges; and (2) provides residential electric, natural gas, water, or wastewater utility service at retail to customers and low income customers in Indiana; to report to the IURC on a quarterly basis certain data concerning customer accounts and low income customer accounts. Provides that the first reports submitted to the IURC must include the required information with respect to the third calendar quarter of 2025. Provides that: (1) a utility shall report all required information in the aggregate and in a manner that does not identify individual customers and low income customers; and (2) the IURC may not require utilities to disclose confidential and proprietary business information without adequate protection of the information. Requires the IURC to adopt rules to implement these provisions. Provides that, beginning in 2026, the IURC shall annually compile and summarize the information received from utilities for the previous calendar year and include the summary in the IURC's annual report. 2025 IN 97—LS 6452/DI 1012025 IN 97—LS 6452/DI 101 Introduced First Regular Session of the 124th General Assembly (2025) PRINTING CODE. Amendments: Whenever an existing statute (or a section of the Indiana Constitution) is being amended, the text of the existing provision will appear in this style type, additions will appear in this style type, and deletions will appear in this style type. Additions: Whenever a new statutory provision is being enacted (or a new constitutional provision adopted), the text of the new provision will appear in this style type. Also, the word NEW will appear in that style type in the introductory clause of each SECTION that adds a new provision to the Indiana Code or the Indiana Constitution. Conflict reconciliation: Text in a statute in this style type or this style type reconciles conflicts between statutes enacted by the 2024 Regular Session of the General Assembly. SENATE BILL No. 97 A BILL FOR AN ACT to amend the Indiana Code concerning utilities. Be it enacted by the General Assembly of the State of Indiana: 1 SECTION 1. IC 8-1-2-121, AS AMENDED BY P.L.181-2006, 2 SECTION 48, IS AMENDED TO READ AS FOLLOWS [EFFECTIVE 3 JANUARY 1, 2026]: Sec. 121. (a) Notwithstanding any other provision 4 of law: 5 (1) from December 1 through March 15; and 6 (2) from June 21 through September 23; 7 of any year, no an electric or gas utility, including a municipally 8 owned, privately owned, or cooperatively owned utility, shall may not 9 terminate residential electric or gas service for persons who are eligible 10 for and have applied for assistance from a heating home energy 11 assistance program administered under IC 4-4-33. The commission 12 shall implement procedures to ensure that electric or gas utility service 13 is continued while eligibility for such persons is being determined. 14 (b) Notwithstanding any other provision of law, an electric, gas, 15 or water utility (including a municipally owned, privately owned, 2025 IN 97—LS 6452/DI 101 2 1 or cooperatively owned utility) may not terminate residential 2 electric, gas, or water service for any residential customer of the 3 utility on any of the following days: 4 (1) A Friday, Saturday, or Sunday. 5 (2) A legal holiday (as defined in IC 1-1-9-1). 6 (3) Any day, or after noon on the day preceding any day, 7 during which customer service representatives of the utility 8 are not available to respond to inquiries from customers 9 during regular business hours. 10 (b) (c) Any electric or gas utility (including a municipally owned, 11 privately owned, or cooperatively owned utility) shall provide any 12 residential customer whose account is delinquent an opportunity to 13 enter into a reasonable amortization agreement with such company to 14 pay the delinquent account. Such an amortization agreement must 15 provide the customer with adequate opportunity to apply for and 16 receive the benefits of any available public assistance program. An 17 amortization agreement is subject to amendment on the customer's 18 request if there is a change in the customer's financial circumstances. 19 (c) The commission may establish a reasonable rate of interest 20 which a utility may charge on the unpaid balance of a customer's 21 delinquent bill that may not exceed the rate established by the 22 commission under section 34.5 of this chapter. 23 (d) Notwithstanding any other provision of law, an electric, gas, 24 or water utility (including a municipally owned, privately owned, 25 or cooperatively owned utility) may not charge or collect any: 26 (1) deposit; 27 (2) reconnection fee; or 28 (3) other similar charge; 29 as a condition of, or in connection with, restoring service to a 30 residential customer following a termination of service for 31 nonpayment. 32 (d) (e) The commission shall adopt rules under IC 4-22-2 to carry 33 out the provisions of this section. 34 (e) (f) This section does not prohibit an electric or gas utility from 35 terminating residential utility service upon a request of a customer or 36 under the following circumstances: 37 (1) If a condition dangerous or hazardous to life, physical safety, 38 or property exists. 39 (2) Upon order by any court, the commission, or other duly 40 authorized public authority. 41 (3) If fraudulent or unauthorized use of electricity or gas is 42 detected and the utility has reasonable grounds to believe the 2025 IN 97—LS 6452/DI 101 3 1 affected customer is responsible for such use. 2 (4) If the utility's regulating or measuring equipment has been 3 tampered with and the utility has reasonable grounds to believe 4 that the affected customer is responsible for such tampering. 5 SECTION 2. IC 8-1-6.1 IS ADDED TO THE INDIANA CODE AS 6 A NEW CHAPTER TO READ AS FOLLOWS [EFFECTIVE JULY 7 1, 2025]: 8 Chapter 6.1. Quarterly Residential Customer Reports by 9 Utilities 10 Sec. 1. As used in this chapter, "budget billing arrangement" 11 means a levelized payment arrangement that: 12 (1) is entered into by a utility and: 13 (A) a customer; or 14 (B) a low income customer; 15 of the utility; 16 (2) allows the customer or low income customer to pay for 17 utility service in equal monthly installments; and 18 (3) involves a reconciliation mechanism in which: 19 (A) the amount of utility service actually used by the 20 customer or low income customer during a specified period 21 is compared with the amount of utility service for which 22 the customer or low income customer was billed under the 23 arrangement during the specified period; and 24 (B) the account of the customer or low income customer is 25 either billed or credited, as appropriate, for any 26 discrepancy identified under clause (A). 27 Sec. 2. As used in this chapter, "customer" refers to a 28 residential customer who: 29 (1) has agreed to pay for utility service from a utility; and 30 (2) is not a low income customer. 31 Sec. 3. As used in this chapter, "low income customer" refers to 32 a residential customer who is part of a household that: 33 (1) has agreed to pay for utility service from a utility; and 34 (2) satisfies either of the following: 35 (A) Is eligible for and has applied for assistance from: 36 (i) a home energy assistance program administered 37 under IC 4-4-33; or 38 (ii) a low income household water assistance program 39 administered by the Indiana housing and community 40 development authority. 41 (B) Is eligible for one (1) or more of the following: 42 (i) The Temporary Assistance for Needy Families 2025 IN 97—LS 6452/DI 101 4 1 (TANF) program. 2 (ii) The federal Supplemental Nutrition Assistance 3 Program (SNAP). 4 (iii) The Special Supplemental Nutrition Program for 5 Women, Infants, and Children (WIC). 6 (iv) Free or reduced price school meals. 7 (v) The federal Supplemental Security Income (SSI) 8 program. 9 (vi) Medicaid. 10 (vii) The healthy Indiana plan under IC 12-15-44.5. 11 (viii) The federal Child Care and Development Fund 12 (CCDF) grant program or the federal Head Start 13 program. 14 (ix) Public housing or housing assistance programs. 15 (x) Other means tested programs. 16 Sec. 4. As used in this chapter, "payment plan" means a 17 payment arrangement that: 18 (1) is entered into by a utility and: 19 (A) a customer; or 20 (B) a low income customer; 21 of the utility; and 22 (2) allows the customer or low income customer to: 23 (A) pay current or past due amounts for utility service in 24 lower amounts or over an extended period of time, or 25 according to another agreed upon schedule; 26 (B) defer the payment of current or past due amounts for 27 utility service to some future date; or 28 (C) receive a forbearance with respect to the payment of 29 certain amounts owed. 30 Sec. 5. As used in this chapter, "protected account" means an 31 account that: 32 (1) is for utility service that: 33 (A) is provided to a: 34 (i) customer; or 35 (ii) low income customer; 36 who is vulnerable because of advanced age, serious illness, 37 or disability; and 38 (B) is not subject to termination or disconnection for 39 nonpayment or for which termination or disconnection for 40 nonpayment is restricted during specified periods; or 41 (2) otherwise qualifies as a protected account under rules 42 adopted by the commission under section 9 of this chapter. 2025 IN 97—LS 6452/DI 101 5 1 Sec. 6. As used in this chapter, "utility" means a utility, however 2 organized, that: 3 (1) provides utility service to customers and low income 4 customers in Indiana; and 5 (2) is under the jurisdiction of the commission for the 6 approval of rates and charges. 7 Sec. 7. As used in this chapter, "utility service" means 8 residential: 9 (1) electric; 10 (2) natural gas; 11 (3) water; or 12 (4) wastewater; 13 service that is provided at retail. 14 Sec. 8. (a) A utility shall submit to the commission quarterly 15 reports containing the information set forth in this subsection with 16 respect to the calendar quarter covered by the report. Beginning 17 with the calendar quarter specified in subsection (d), the reports 18 required by this subsection shall be submitted to the commission in 19 the manner and form prescribed by the commission and not later 20 than thirty (30) days after the last day of the calendar quarter 21 covered by the report. A report submitted to the commission under 22 this subsection must include the following information with respect 23 to customers (not including low income customers with respect to 24 whom a report is required under subsection (b)) for each month in 25 the calendar quarter covered by the report, including, to the extent 26 available, a comparison of the same information for the same 27 month of the immediately preceding calendar year: 28 (1) The total number of open customer accounts. 29 (2) The total amount billed by the utility for all open customer 30 accounts. 31 (3) The total gross receipts received by the utility for all open 32 customer accounts. 33 (4) The total number of open protected accounts for 34 customers. 35 (5) The total number of open customer accounts that were 36 delinquent for at least sixty (60) days and not more than 37 ninety (90) days. 38 (6) The total dollar amount owed with respect to the accounts 39 identified under subdivision (5). 40 (7) The total number of open customer accounts that were 41 delinquent for more than ninety (90) days. 42 (8) The total dollar amount owed with respect to the accounts 2025 IN 97—LS 6452/DI 101 6 1 identified under subdivision (7). 2 (9) The total number of customer accounts referred for 3 collection to an attorney or a collection agency. 4 (10) The total number of new payment plans entered into 5 between the utility and customers of the utility. 6 (11) The total number of new budget billing arrangements 7 entered into between the utility and customers of the utility. 8 (12) The total number of customer accounts sent a notice of 9 disconnection for nonpayment. 10 (13) The total number of utility service disconnections 11 performed for nonpayment. 12 (14) The total number of utility service restorations after 13 disconnection for nonpayment. 14 (15) The average duration of utility service disconnection for 15 customer accounts identified under subdivision (14). 16 (16) The total number of customer accounts written off as 17 uncollectible. 18 (17) The total dollar value of customer accounts identified 19 under subdivision (16). 20 (18) The total dollar value of recovered bad debt with respect 21 to customer accounts. 22 (19) Any other relevant information concerning customer 23 accounts that the commission: 24 (A) considers appropriate in evaluating: 25 (i) the payment history of customers; and 26 (ii) the billing and related practices of utilities with 27 respect to customers; and 28 (B) requires under rules adopted under section 9 of this 29 chapter. 30 (b) A utility shall submit to the commission quarterly reports 31 containing the information set forth in this subsection with respect 32 to the calendar quarter covered by the report. Beginning with the 33 calendar quarter specified in subsection (d), the reports required 34 by this subsection shall be submitted to the commission in the 35 manner and form prescribed by the commission and not later than 36 thirty (30) days after the last day of the calendar quarter covered 37 by the report. A report submitted to the commission under this 38 subsection must include the following information with respect to 39 low income customers for each month in the calendar quarter 40 covered by the report, including, to the extent available, a 41 comparison of the same information for the same month of the 42 immediately preceding calendar year: 2025 IN 97—LS 6452/DI 101 7 1 (1) The total number of open low income customer accounts. 2 (2) The total amount billed by the utility for all open low 3 income customer accounts. 4 (3) The total gross receipts received by the utility for all open 5 low income customer accounts. 6 (4) Of the total amount of gross receipts reported under 7 subdivision (3), the total amount that was paid through: 8 (A) a home energy assistance program administered under 9 IC 4-4-33; or 10 (B) a low income household water assistance program 11 administered by the Indiana housing and community 12 development authority. 13 (5) The total number of low income customers who received 14 assistance from: 15 (A) a home energy assistance program administered under 16 IC 4-4-33; or 17 (B) a low income household water assistance program 18 administered by the Indiana housing and community 19 development authority. 20 (6) The total number of open protected accounts for low 21 income customers. 22 (7) The total number of open low income customer accounts 23 that were delinquent for at least sixty (60) days and not more 24 than ninety (90) days. 25 (8) The total dollar amount owed with respect to the accounts 26 identified under subdivision (7). 27 (9) The total number of open low income customer accounts 28 that were delinquent for more than ninety (90) days. 29 (10) The total dollar amount owed with respect to the 30 accounts identified under subdivision (9). 31 (11) The total number of low income customer accounts 32 referred for collection to an attorney or a collection agency. 33 (12) The total number of new payment plans entered into 34 between the utility and low income customers of the utility. 35 (13) The total number of new budget billing arrangements 36 entered into between the utility and low income customers of 37 the utility. 38 (14) The total number of low income customer accounts sent 39 a notice of disconnection for nonpayment. 40 (15) The total number of utility service disconnections 41 performed for nonpayment. 42 (16) The total number of utility service restorations after 2025 IN 97—LS 6452/DI 101 8 1 disconnection for nonpayment. 2 (17) The average duration of utility service disconnection for 3 low income customer accounts identified under subdivision 4 (16). 5 (18) The total number of low income customer accounts 6 written off as uncollectible. 7 (19) The total dollar value of low income customer accounts 8 identified under subdivision (18). 9 (20) The total dollar value of recovered bad debt with respect 10 to low income customer accounts. 11 (21) Any other relevant information concerning low income 12 customer accounts that the commission: 13 (A) considers appropriate in evaluating: 14 (i) the payment history of low income customers; and 15 (ii) the billing and related practices of utilities with 16 respect to low income customers; and 17 (B) requires under rules adopted under section 9 of this 18 chapter. 19 (c) A utility may report the information and data required 20 under subsections (a) and (b) at the same time and on the same 21 form, if so prescribed by the commission in rules adopted under 22 section 9 of this chapter. 23 (d) The first reports submitted to the commission under 24 subsections (a) and (b) must include the information set forth in 25 subsections (a) and (b) with respect to the third calendar quarter 26 of 2025. 27 (e) A utility shall report all information and data required 28 under subsections (a) and (b) in the aggregate and in a manner that 29 does not identify individual customers and low income customers 30 of the utility. 31 (f) This section does not empower the commission to require 32 utilities to disclose confidential and proprietary business 33 information without adequate protection of the information. The 34 commission shall exercise all necessary caution to avoid disclosure 35 of any confidential information reported by utilities under this 36 section. 37 Sec. 9. The commission shall adopt rules under IC 4-22-2 to 38 implement this chapter. 39 Sec. 10. Beginning in 2026, the commission shall annually 40 compile and summarize the information received from utilities 41 under section 8 of this chapter for the previous calendar year and 42 include the commission's summary of the information in the 2025 IN 97—LS 6452/DI 101 9 1 commission's annual report under IC 8-1-1-14. 2 SECTION 3. [EFFECTIVE UPON PASSAGE] (a) As used in this 3 SECTION, "commission" refers to the Indiana utility regulatory 4 commission created by IC 8-1-1-2. 5 (b) As used in this SECTION, "utility" means an electric, gas, 6 or water utility, including a municipally owned, privately owned, 7 or cooperatively owned utility, subject to IC 8-1-2-121, as amended 8 by this act. 9 (c) Not later than December 31, 2025, the commission shall 10 amend the following rules of the commission as necessary to 11 conform the rules with IC 8-1-2-121, as amended by this act: 12 (1) 170 IAC 4. 13 (2) 170 IAC 5. 14 (3) 170 IAC 6. 15 (4) Any other rule that: 16 (A) has been adopted by the commission; and 17 (B) is inconsistent with IC 8-1-2-121, as amended by this 18 act. 19 (d) Not later than June 15, 2025, a utility shall do the following: 20 (1) Amend any tariff of the utility that: 21 (A) is in effect on April 29, 2025, for residential customers 22 of the utility; and 23 (B) is inconsistent with IC 8-1-2-121, as amended by this 24 act; 25 to conform the tariff with IC 8-1-2-121, as amended by this 26 act. 27 (2) File with the commission a petition for approval of each 28 tariff amended under subdivision (1). 29 (e) The commission shall either: 30 (1) approve an amended tariff filed by a utility under 31 subsection (d)(2); or 32 (2) require the utility to make any changes to the utility's 33 amended tariff necessary to conform the tariff with 34 IC 8-1-2-121, as amended by this act, as determined by the 35 commission; 36 not later than thirty (30) days after receipt of the utility's petition 37 under subsection (d)(2). 38 (f) This SECTION expires January 1, 2027. 39 SECTION 4. An emergency is declared for this act. 2025 IN 97—LS 6452/DI 101