Utility customers

Exemptions


Menlo Park's utility users' tax provides for certain constitutional and statutory exemptions, which include federal, state and local government departments, bureaus and agencies. State law also exempts insurance companies, insurance broker- agents, and federal credit unions.

If you believe you qualify for an exemption from the city's utility users' tax
under any state or federal law, you must complete the appropriate exemption form and remit it to the city so that the city can notify your utility provider of the exemption.

California Alternate Rates for Energy Program Exemptions


Provisions of the Electricity and Gas user taxes allow an exemption for individuals that qualify, and have been accepted, for the California Alternate Rates for Energy Program. If you participate in this program, you are automatically exempt from the city's utility users' tax for electric and gas usage. Your utility provider will not assess the tax on your utility bill.

Utility users' tax cap


The City Council has established a maximum tax payment for electric, gas and water utility users at $12,000 per year. Therefore, if you believe your combined electric, gas and water bills will exceed $1,200,000 annually ($12,000/ 1.0%) you should consider applying for the utility users' tax cap.

Tax prepayment for July 1, 2014, through June 30, 2015


An entity that prepays the maximum utility users' tax should monitor their utility bills and immediately contact the city if charges for the tax appear on any electric, gas or water bill. In addition, the city must be advised of any change in utility providers so that the entity will not be charged in excess of the maximum tax during the period covered by the prepayment.

Refund process


  1. If you apply for and prepay the utility users' tax cap and your water, gas and electric utility bills do not exceed the amount for which the cap would apply, you may submit a Claim for Excess Tax Paid to the city. All claims must include a detailed listing of each utility bill paid by the customer at the appropriate service address, with supporting documentation of these payments. Claims for refunds must be made within one year of the end of the applicable period. For the period ended June 30, 2014, claims must be submitted to the city before July 1, 2015.
  2. If you do not apply for and prepay the utility users' tax cap, and are assessed and pay the UUT for water, gas and electric use in excess of the utility users' tax cap amount, you may submit a Claim for Excess Tax Paid to the city for the excess tax paid. All claims must include a detailed listing of each utility bill paid by the entity, with supporting documentation of these payments. Claims for refunds must be made within one year of the end of the applicable period. For the period ended June 30, 2014, claims must be submitted to the city before July 1, 2015.