Laws: Cases and Codes : U.S. Code : Title 15 : Section 79z-5b


   
U.S. Code as of: 01/19/04
Section 79z-5b. Treatment of foreign utilities

    (a) Exemptions for foreign utility companies
      (1) In general
        A foreign utility company shall be exempt from all of the
      provisions of this chapter, except as otherwise provided under
      this section, and shall not, for any purpose under this chapter,
      be deemed to be a public utility company under section 79b(a)(5)
      of this title, notwithstanding that the foreign utility company
      may be a subsidiary company, an affiliate, or an associate
      company of a holding company or of a public utility company.
      (2) State commission certification
        Section (!1) (a)(1) shall not apply or be effective unless
      every State commission having jurisdiction over the retail
      electric or gas rates of a public utility company that is an
      associate company or an affiliate of a company otherwise exempted
      under section (!1) (a)(1) (other than a public utility company
      that is an associate company or an affiliate of a registered
      holding company) has certified to the Commission that it has the
      authority and resources to protect ratepayers subject to its
      jurisdiction and that it intends to exercise its authority. Such
      certification, upon the filing of a notice by such State
      commission, may be revised or withdrawn by the State commission
      prospectively as to any future acquisition. The requirement of
      State certification shall be deemed satisfied if the relevant
      State commission had, prior to October 24, 1992, on the basis of
      prescribed conditions of general applicability, determined that
      ratepayers of a public utility company are adequately insulated
      from the effects of diversification and the diversification would
      not impair the ability of the State commission to regulate
      effectively the operations of such company.

      (3) "Foreign utility company" defined
        For purposes of this section, the term "foreign utility
      company" means any company that - 
          (A) owns or operates facilities that are not located in any
        State and that are used for the generation, transmission, or
        distribution of electric energy for sale or the distribution at
        retail of natural or manufactured gas for heat, light, or
        power, if such company - 
            (i) derives no part of its income, directly or indirectly,
          from the generation, transmission, or distribution of
          electric energy for sale or the distribution at retail of
          natural or manufactured gas for heat, light, or power, within
          the United States; and
            (ii) neither the company nor any of its subsidiary
          companies is a public utility company operating in the United
          States; and

          (B) provides notice to the Commission, in such form as the
        Commission may prescribe, that such company is a foreign
        utility company.
    (b) Ownership of foreign utility companies by exempt holding
      companies
      Notwithstanding any provision of this chapter except as provided
    under this section, a holding company that is exempt under section
    79c of this title shall be permitted without condition or
    limitation under the (!2) chapter to acquire and maintain an
    interest in the business of one or more foreign utility companies.

    (c) Registered holding companies
      (1) Ownership of foreign utility companies by registered holding
        companies
        Notwithstanding any provision of this chapter except as
      otherwise provided under this section, a registered holding
      company shall be permitted as of October 24, 1992 (without the
      need to apply for, or receive approval from the Commission) to
      acquire and hold the securities or an interest in the business,
      of one or more foreign utility companies. The Commission shall
      promulgate rules or regulations regarding registered holding
      companies' acquisition of interests in foreign utility companies
      which shall provide for the protection of the customers of a
      public utility company which is an associate company of a foreign
      utility company and the maintenance of the financial integrity of
      the registered holding company system.
      (2) Issuance of securities
        The issuance of securities by a registered holding company for
      purposes of financing the acquisition of a foreign utility
      company, the guarantee of securities of a foreign utility company
      by a registered holding company, the entering into service,
      sales, or construction contracts, and the creation or maintenance
      of any other relationship between a foreign utility company and a
      registered holding company, its affiliates and associate
      companies, shall remain subject to the jurisdiction of the
      Commission under this chapter (unless otherwise exempted under
      this chapter, in the case of a transaction with an affiliate or
      associate company located outside of the United States). Any
      State commission with jurisdiction over the retail rates of a
      public utility company which is part of a registered holding
      company system may make such recommendations to the Commission
      regarding the registered holding company's relationship to a
      foreign utility company, and the Commission shall reasonably and
      fully consider such State recommendation.
      (3) Construction
        Any interest in the business of 1 or more foreign utility
      companies, or 1 or more companies organized exclusively to own,
      directly or indirectly, the securities or other interest in a
      foreign utility company, shall for all purposes of this chapter,
      be considered to be - 
          (A) consistent with the operation of a single integrated
        public utility system, within the meaning of section 79k of
        this title; and
          (B) reasonably incidental, or economically necessary or
        appropriate, to the operations of an integrated public utility
        system, within the meaning of section 79k of this title.
    (d) Effect on existing law; no State preemption
      Nothing in this section shall - 
        (1) preclude any person from qualifying for or maintaining any
      exemption otherwise provided for under this chapter or the rules,
      regulations, or orders promulgated or issued under this chapter;
      or
        (2) be deemed or construed to limit the authority of any State
      (including any State regulatory authority) with respect to - 
          (A) any public utility company or holding company subject to
        such State's jurisdiction; or
          (B) any transaction between any foreign utility company (or
        any affiliate or associate company thereof) and any public
        utility company or holding company subject to such State's
        jurisdiction.
    (e) Reporting requirements
      (1) Filing of reports
        A public utility company that is an associate company of a
      foreign utility company shall file with the Commission such
      reports (with respect to such foreign utility company) as the
      Commission may by rules, regulations, or order prescribe as
      necessary or appropriate in the public interest or for the
      protection of investors or consumers.
      (2) Notice of acquisitions
        Not later than 30 days after the consummation of the
      acquisition of an interest in a foreign utility company by an
      associate company of a public utility company that is subject to
      the jurisdiction of a State commission with respect to its retail
      electric or gas rates or by such public utility company, such
      associate company or such public utility company, shall provide
      notice of such acquisition to every State commission having
      jurisdiction over the retail electric or gas rates of such public
      utility company, in such form as may be prescribed by the State
      commission.
    (f) Prohibition on assumption of liabilities
      (1) In general
        No public utility company that is subject to the jurisdiction
      of a State commission with respect to its retail electric or gas
      rates shall issue any security for the purpose of financing the
      acquisition, or for the purposes of financing the ownership or
      operation, of a foreign utility company, nor shall any such
      public utility company assume any obligation or liability as
      guarantor, endorser, surety, or otherwise in respect of any
      security of a foreign utility company.
      (2) Exception for holding companies which are predominantly
        public utility companies
        Subsection (f)(1) of this section shall not apply if:
          (A) the public utility company that is subject to the
        jurisdiction of a State commission with respect to its retail
        electric or gas rates is a holding company and is not an
        affiliate under section 79b(a)(11)(B) of this title of another
        holding company or is not subject to regulation as a holding
        company and has no affiliate as defined in section
        79b(a)(11)(A) of this title that is a public utility company
        subject to the jurisdiction of a State commission with respect
        to its retail electric or gas rates; and
          (B) each State commission having jurisdiction with respect to
        the retail electric and gas rates of such public utility
        company expressly permits such public utility to engage in a
        transaction otherwise prohibited under section (!3) (f)(1); and

          (C) the transaction (aggregated with all other
        then-outstanding transactions exempted under this subsection)
        does not exceed 5 per centum of the then-outstanding total
        capitalization of the public utility.
    (g) Prohibition on pledging or encumbering utility assets
      No public utility company that is subject to the jurisdiction of
    a State commission with respect to its retail electric or gas rates
    shall pledge or encumber any utility assets or utility assets of
    any subsidiary thereof for the benefit of an associate foreign
    utility company.



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