TITLE 16.ECONOMIC REGULATION

Part 9. TEXAS LOTTERY COMMISSION

Chapter 401. ADMINISTRATION OF STATE LOTTERY ACT

Subchapter E. RETAILER RULES

16 TAC §401.362

The Texas Lottery Commission proposes amendments to 16 TAC §401.362 relating to the retailer's financial responsibility for lottery tickets received, for winning lottery tickets paid and for lottery-related property. The proposed amendments delete references to stolen or lost tickets and the financial treatment of such tickets, clarify that a retailer receives an accounting for packs of unactivated tickets instead of a credit, clarify that report of damaged tickets is made to the commission's lottery operations division instead of the security division, and provide that the director may waive the administrative fee for damaged unactivated packs instead of activated packs.

Lee Deviney, Financial Administration Director, has determined for each year of the first five years the proposed amendments are in effect there will be no fiscal implications for state or local government as a result of enforcing or administering the rule. There is no anticipated impact on local or state employment as a result of implementing the section. For each year of the first five years the section is in effect, there will be no impact on small or micro businesses as a result of enforcing or administering the rule. Additionally there will be no effect on individuals.

Ed Rogers, Retailer Services Manager, Lottery Operations Division, has determined that for each year of the first five years the proposed amendment is in effect the public benefit anticipated as a result of enforcing the section will be the clarification of each retailer's fiduciary obligations with respect to lottery tickets received, lottery tickets received and subsequently damaged, for prizes paid, and general financial obligations for lottery-related property.

Written comments on the proposed amendment may be submitted to Kimberly L. Kiplin, General Counsel, Texas Lottery Commission, P.O. Box 16630, Austin, Texas 78761-6630. Comments must be received within 30 days after publication in the Texas Register to be considered. Additionally, the Commission will conduct a public hearing to receive comments on July 27, 2004 at 10:00 am at the Texas Lottery Commission, Commission Auditorium, First Floor, 611 E. Sixth Street, Austin, Texas.

The amendments are proposed under Government Code, Section 466.015 which authorizes the Commission to adopt all rules necessary to administer the State Lottery Act and to adopt rules governing the establishment and operation of the lottery, and under Government Code, Section 467.102 which authorizes the Commission to adopt rules for the enforcement and administration of the laws under the Commission's jurisdiction.

The amendments implement Government Code, Chapter 466.

§401.362.Retailer's Financial Responsibility for Lottery Tickets Received and Subsequently Damaged or Rendered Unsaleable , for Winning Lottery Tickets Paid and for Lottery-Related Property.

(a) Responsibility for Lottery Tickets Received.

(1) Except as otherwise expressly provided by this subsection, each retailer shall bear the risk of loss for all lottery tickets received. Receipt of tickets by a retailer shall constitute a purchase of such tickets, and each retailer shall be liable to the commission for the retail sales price of such tickets, less any applicable commission or credit.

(2) Notwithstanding paragraph (1) of this subsection, a retailer may return, and receive an accounting indicating that the packs have been removed from the retailer's inventory [ credit ] for, full and complete packs of unactivated tickets in original condition. Nothing in this subsection waives the requirements of §401.361 of this title (relating to Required Sales of Lottery Tickets). The term "unactivated" has the meaning as defined in §401.370 of this title.

(3) Notwithstanding paragraph (1) of this subsection, and where no winning ticket from such pack has been validated, the [ executive ] director may charge a retailer an administrative fee of $25 for each pack of unactivated tickets if[ : ]

[(A) the pack has been stolen and the retailer has within 24 hours of the discovery of the theft to make a formal report of such theft to both:]

[(i) appropriate local law enforcement authorities; and]

[(ii) the commission security division through the retailer hotline;]

[(B) the pack has been lost and cannot be located by the retailer and the retailer has made a formal report of the loss to the commission security division through the retailer hotline within 24 hours of discovery of the loss; or]

[ (C) ] damage to the pack has rendered the tickets unsaleable and the retailer has made a formal report of such damage to the commission's [ commission ] lottery operations [ security ] division through the retailer hotline within 24 hours of discovery of the damage.

(4) Notwithstanding paragraph (1) of this subsection, the [ executive ] director may waive the [ charge a retailer an ] administrative fee of $25 for each unactivated [ activated ] pack of tickets that are damaged to the extent the tickets are [ lost or rendered ] unsaleable due to [ by ] an Act of God provided [ where ] the retailer within 24 hours of the discovery of the damage has made a formal report of such [ loss or ] damage to the commission's [ commission ] lottery operations [ security ] division through the retailer hotline [ within 24 hours of discovery of the damage ].

(5) A retailer shall report each damaged [ stolen ] pack of tickets to the commission's [ commission ] lottery operations [ security ] division through the retailer hotline within 24 hours of the discovery of the damage [ theft ].

(b) Responsibility for Winning Lottery Tickets Paid. After a retailer has paid a prize on a winning ticket, that retailer shall completely deface such ticket and render it physically incapable of being subsequently presented as a winning ticket. A retailer who has failed to deface such a winning ticket and render it physically incapable of being subsequently presented as a winning ticket shall pay to the commission the full amount of each subsequent prize that is paid on such ticket.

(c) Responsibility for Lottery-Related Property. Each retailer shall be financially responsible to the commission for all lottery-related property placed at the retailer's location.

This agency hereby certifies that the proposal has been reviewed by legal counsel and found to be within the agency's legal authority to adopt.

Filed with the Office of the Secretary of State on July 1, 2004.

TRD-200404336

Kimberly L. Kiplin

General Counsel

Texas Lottery Commission

Earliest possible date of adoption: August 15, 2004

For further information, please call: (512) 344-5113


16 TAC §401.370

The Texas Lottery Commission proposes new rule 16 TAC §401.370 relating to the retailer's financial responsibility for lottery tickets received and subsequently stolen or lost. The new rule defines terms that are used to identify the status of instant tickets in a pack and clarify what charges, if any, will be assessed against a retailer for stolen or lost tickets in a particular status. For each category of tickets, the proposed new rule sets out the procedure the retailers will be required to follow in order to obtain a credit on the retailer's account in the event of stolen or lost tickets.

Lee Deviney, Financial Administration Director, has determined for each year of the first five years the section is in effect there will be the following foreseeable additional fiscal implications for state or local government as a result of enforcing or administering the rule: FY05, $1,289,820; FY06, $1,289,820; FY07, $1,289,820; FY08, $1,289,820; and FY09, $1,289,820. There is no anticipated impact on local or state employment as a result of implementing the section. For each year of the first five years the section is in effect, there will be the following foreseeable impact on small or micro businesses as a result of enforcing or administering the rule: FY05, $214,970; FY06, $214,970; FY07, $214,970; FY08, $214,970; and FY09, $214,970. Additionally there will be no effect on individuals.

Ed Rogers, Retailer Services Manager, Lottery Operations Division, has determined that for each of the first five years the section as proposed is in effect, the public benefit anticipated as a result of the proposed rule is a reduction in the financial burden for retailers that experience a business loss from theft and other causes outside of their control. While it is anticipated that the implementation of the proposed rule will have some negative impact on the generation of revenue as the financial liability for stolen or lost tickets shifts from retailers to the Commission, it is also anticipated that the proposed rule will, over time, maintain or reduce potential loss overall revenue by enhancing a licensed retailer's ability to maintain inventory levels or make a larger number of lottery instant games available for sale due to the reduction in the financial risk to which retailers are exposed. Additionally, it is anticipated that the generation of revenue will be enhanced through the retention of licensed retailers who may have otherwise discontinued their participation as retailers or defaulted in payment to the Commission and subsequently lost their licenses because of the financial requirements they must meet under 16 TAC §401.362.

Written comments on the proposed rule may be submitted to Kimberly L. Kiplin, General Counsel, Texas Lottery Commission, P.O. Box 16630, Austin, Texas 78761-6630. Comments must be received within 30 days after publication in the Texas Register to be considered. Additionally, the Commission will conduct a public hearing to receive comments on July 27, 2004 at 10:00 am at the Texas Lottery Commission, Commission Auditorium, First Floor, 611 E. Sixth Street, Austin, Texas.

The new rule is proposed under Government Code, Section 466.015 which authorizes the Commission to adopt all rules necessary to administer the State Lottery Act and to adopt rules governing the establishment and operation of the lottery, and under Government Code, Section 467.102 which authorizes the Commission to adopt rules for the enforcement and administration of the laws under the Commission's jurisdiction.

§401.370.Retailer's Financial Responsibility for Lottery Tickets Received and Subsequently Stolen or Lost.

(a) Definitions. In addition to the definitions provided in §401.301 of this title (relating to General Definitions), and unless the context in this section otherwise requires, the following definitions apply.

(1) Available--The status in the lottery management system for a pack of instant tickets that is stored in the instant ticket distribution warehouse and is available to be assigned to a retailer's account. Instant tickets in a pack in this status shall not be sold to the public and prizes contained in instant tickets in the pack cannot be validated.

(2) Issued--The status in the lottery management system for a pack of instant tickets that has been assigned to a retailer's account and is pending confirmation of delivery to the retailer's location. Instant tickets in a pack in this status shall not be sold to the public and prizes contained in instant tickets in the pack cannot be validated.

(3) Confirmed--The status in the lottery management system for a pack of instant tickets that has been physically received at the retailer's location. A retailer is required to "confirm" receipt of a pack of instant tickets upon delivery to the retailer's location. Instant tickets are confirmed using the lottery terminal located in the retailer's business location and the status is recorded on the lottery management system. Instant tickets in a pack in this status shall not be sold to the public and prizes contained in instant tickets in the pack cannot be validated.

(4) Active--The status in the lottery management system for a pack of instant tickets that has been physically received at the retailer's location and that is being offered for sale to the public. A retailer is required to "activate" a pack of instant tickets prior to selling the tickets to the public. A pack of instant tickets is activated using the lottery terminal located in the retailer's location and the status is recorded on the lottery management system. A pack of instant tickets shall be placed in this status prior to being sold to the public and prizes contained in instant tickets in the pack may be validated.

(5) Settled--The status in the lottery management system for a pack of instant tickets that has been physically received at the retailer's location, has been activated and the cost of the tickets in the pack has been or is being charged to the retailer's account. Instant tickets "settle" against a retailer's account and the value of the settled packs are swept from the retailers' bank account through an electronic funds transfer. Settled instant tickets are recorded in the lottery management system. Instant tickets in a pack in settled status may be sold to the public and prizes contained in instant ticket in the pack may be validated.

(6) Unactivated Instant Tickets--Unactivated instant tickets are tickets in Available, Issued or Confirmed status. Unactivated tickets have never been activated or settled and no prizes have been validated for unactivated tickets.

(b) Responsibility for Lottery Tickets Received and Subsequently Stolen or Lost.

(1) Except as otherwise expressly provided by this subsection, each retailer shall bear the risk of loss for all lottery tickets received. Receipt of tickets by a retailer shall constitute a purchase of such tickets, and each retailer shall be liable to the commission for the retail sales price of such tickets, less any applicable commission or credit.

(2) Notwithstanding paragraph (1) of this subsection, a retailer may return, and receive an accounting indicating that the packs have been removed from the retailer's inventory for, full and complete packs of unactivated tickets in original condition. Nothing in this subsection waives the requirements of §401.361 of this title (relating to Required Sales of Lottery Tickets).

(3) Notwithstanding paragraph (1) of this subsection, the director may charge a retailer full face value of an activated pack of tickets if prizes have been paid from the pack. The director may credit a retailer's account for a range of activated tickets in a pack reported as stolen or lost provided that no validations have occurred on tickets in the range reported as stolen or lost if:

(A) the pack has been stolen and the retailer, within 24 hours of the discovery of the theft, has made a formal report of such theft to both:

(i) appropriate local law enforcement authorities; and

(ii) the commission's security division through the retailer hotline;

(B) the pack has been lost and cannot be located by the retailer and the retailer, within 24 hours of discovery of the loss, has made a formal report of the loss to the commission's security division through the retailer hotline; or

(4) Notwithstanding paragraph (1) of this subsection, the director may charge a retailer an administrative fee of $25 for each unactivated pack of tickets if:

(A) the pack has been stolen and the retailer, within 24 hours of the discovery of the theft, has made a formal report of such theft to both:

(i) appropriate local law enforcement authorities; and

(ii) the commission's security division through the retailer hotline;

(B) the pack has been lost and cannot be located by the retailer and the retailer, within 24 hours of discovery of the loss, has made a formal report of the loss to the commission's security division through the retailer hotline.

(5) A retailer shall report each stolen or lost pack of tickets to the commission's security division through the retailer hotline within 24 hours of the discovery of the theft or loss.

This agency hereby certifies that the proposal has been reviewed by legal counsel and found to be within the agency's legal authority to adopt.

Filed with the Office of the Secretary of State on July 1, 2004.

TRD-200404337

Kimberly L. Kiplin

General Counsel

Texas Lottery Commission

Earliest possible date of adoption: August 15, 2004

For further information, please call: (512) 344-5113


Chapter 402. BINGO REGULATION AND TAX

16 TAC §402.520

The Texas Lottery Commission proposes new 16 TAC §402.520, relating to temporary licenses. The new section defines terms, provides the requirements for obtaining a temporary bingo license, and sets the standards for conducting bingo under a temporary license. The section is proposed to define what an organization must do to obtain and properly utilize a temporary license for charitable bingo.

Lee Deviney, Financial Administration Director, has determined for the first five year period the new section is in effect, there will be no significant fiscal impact for state or local government as a result of enforcing this section. Any costs to the State could be absorbed by current resources. For each year of the first five years the section will be in effect, the fiscal impact is the following: FY 04, $0; FY 05, $0, FY 06, $0; FY 07, $0; FY 08, $0. Additionally, there will be no effect on individuals, small businesses, micro businesses or local or state employment.

William L. Atkins, Director, Charitable Bingo Operations Division, has determined that for each of the first five years the section as proposed is in effect, licensees will benefit from the adoption of the section. The anticipated benefit as a result of the proposed new section is to provide licensees and the general public with information about requirements for obtaining and utilizing a temporary license to conduct a charitable bingo occasion.

Written comments on the proposed new section may be submitted to Sandra Joseph, Assistant General Counsel, Texas Lottery Commission, P.O. Box 16630, Austin, Texas 78761-6630.

The proposed new section is proposed under Occupations Code, §2001.054 which authorizes the Commission to adopt rules to enforce and administer the Bingo Enabling Act, under Government Code, §467.102 which authorizes the Commission to adopt rules for the enforcement and administration of the laws under the Commission's jurisdiction, under Occupations Code, §2001.051(b) which grants the Commission broad authority to exercise strict control and close supervision over all bingo conducted in Texas so that bingo is fairly conducted and the proceeds derived from bingo are used for an authorized purpose, and under Occupations Code, §2001.103 which provides for the issuance of a temporary license to conduct bingo.

The new section implements Occupations Code, Chapter 2001.

§402.520.Temporary License.

(a) Definitions. The following words and terms, when used in this section, shall have the following meanings, unless the context clearly indicates otherwise:

(1) Bingo liability--Includes, but is not limited to, prize fee, penalty, interest, or administrative penalty.

(2) Fee credit--An overpayment of a license fee.

(3) Fee refund--A return of money to a person who has a fee credit.

(4) Regular license--A license to conduct bingo that is effective for a period of one year or two years unless revoked or suspended by the commission. A regular license may be referred to as an annual license.

(5) Temporary license--A license to conduct bingo that is in effect for a single bingo occasion.

(b) General.

(1) Requirements. The commission may not issue a temporary license if the applicant has failed to file a required report, failed to pay a prize fee, penalty or interest, or has not distributed the proceeds calculated on the quarterly report for a charitable purpose.

(2) Duration. A temporary license is valid for no more than four consecutive hours during any 24-hour period.

(3) Display. The licensed authorized organization must conspicuously display during a temporary bingo occasion at the licensed bingo premises a temporary license, and, if applicable, verification of notification as referred to in subsection (d)(5)(E) of this section.

(4) Occasion not held. If a licensed temporary occasion is not held, within 10 days of the scheduled occasion, an organization may submit a written request for a new playing date or for a refund or credit. The request must contain the following:

(A) an explanation of why the licensed temporary occasion was not held, and

(B) a specified new date for the temporary occasion or,

(C) a request to use, at a later date, the occasion as part of the organization's total number of allowed occasions.

(5) Voluntary surrender of regular license.

(A) If a licensed authorized organization that has one or more temporary licenses with a stated date and time voluntarily surrenders its regular license, the licensed authorized organization may conduct any remaining designated temporary occasions so long as the total number of occasions does not exceed six per calendar year. If over six previously specified occasions remain, the licensed authorized organization must provide to the commission written notification of no more than six of the dates of the temporary licenses that will be utilized. This notification must be provided within ten days of surrender of the license. Otherwise, the commission will cancel all temporary occasions that were specified on the temporary licenses and will refund the fees of the unused licenses or apply them to any outstanding bingo liabilities of the organization pursuant to §402.544 of this chapter (relating to License Fees).

(B) If the commission denies or revokes a regular license by final and unappealable order, any temporary license held by the regular license holder that stated the specific date and time of any bingo occasion will likewise be denied or revoked and monies refunded or applied to outstanding bingo liabilities pursuant to §402.544 of this chapter.

(C) If the commission denies or revokes a regular license by final and unappealable order or a license holder voluntarily surrenders a regular license, the license holder may not utilize any temporary license that does not have the date or time of a bingo occasion stated.

(6) All records that are required to be maintained under a regular license must be maintained for a temporary bingo license.

(c) Number and times of bingo occasions.

(1) If a licensed authorized organization that does not hold a regular license conducts bingo under a temporary license at a licensed bingo premises, no more than three bingo occasions may be conducted at that premises on a given day.

(2) The playing time of a temporary bingo occasion may not conflict with the playing time of any other license at the bingo premises on that date unless otherwise provided by law.

(d) Regular license holder.

(1) A regular license holder must apply for a temporary license at least seven working days prior to the bingo occasion.

(2) A regular license holder may submit an application for a temporary license by fax only if the organization has a sufficient temporary license fee amount in their temporary license fee account with the commission to cover the total number of temporary occasions requested.

(3) Quarterly reports filed by a regular license holder must include proceeds from all licensed temporary occasions held during the quarter.

(4) There may be no more than three occasions per day conducted by no more than two licensed, authorized organizations.

(5) The commission may issue a temporary license to a regular license holder without listing the specific date or time of a bingo occasion. However, the temporary bingo occasion must be conducted at the same location and with the same primary operator as shown on the organization's regular license.

(A) Application. To receive a temporary license without a specific date or time designated, a regular license holder must submit an application on the prescribed form that indicates the total number of temporary licenses requested for the license period. In addition, the regular license holder must provide the total amount of license fees for all temporary licenses requested.

(B) Notification. An authorized organization that has a temporary license that does not state the date or time for its use must notify the commission by submitting notification on a form prescribed by the commission.

(C) Expiration. The playing date or time for a temporary license issued without the specific date or time identified must be prior to the expiration date of the annual license in effect at the time the temporary license application was filed.

(D) Credit or refund. The commission will not credit or refund a temporary license fee when an organization fails to timely notify the commission of the playing date and time prior to the expiration of the annual license that was in effect when the temporary license was issued.

(E) Verification. The verification of receipt of notification must be posted adjacent to the applicable temporary license during the bingo occasion.

(6) In accordance with Occupations Code §2001.108(e), the commission may issue to a regular license holder additional temporary licenses in excess of the number of temporary licenses specified under Occupations Code §2001.103(e) if the following conditions are met:

(A) The regular license holder submits a completed application on the form prescribed by the commission; and

(B) The date and times stated on the application are consistent with the day and times licensed to the organization that has ceased or will cease to conduct bingo as provided in Occupations Code §2001.108.

(C) The commission has not acted on an amendment application filed under Occupations Code §2001.108(a).

(7) If the organization is issued the amendment license filed under Occupations Code §2001.108 prior to being issued the temporary license, the temporary license application shall be discontinued, and any license fees submitted will be credited to the organization's temporary license fee account.

(e) Non-regular license holder.

(1) Application. A non-regular license holder that wishes to conduct a bingo occasion must file a complete application for a temporary license on a form prescribed by the commission at least 30 working days prior to the first bingo occasion to be played under the temporary license. If 12 months have elapsed since the organization last filed a temporary license application with the commission, the organization must submit with their application a list of all officers, directors, operators, and workers for the organization on a form prescribed by the commission.

(2) Proceeds distribution. All net proceeds reported on the quarterly report must be distributed for a charitable purpose in the quarter the funds are accrued unless the funds are distributed to a charitable purpose and reported to the commission in the immediately subsequent quarter.

This agency hereby certifies that the proposal has been reviewed by legal counsel and found to be within the agency's legal authority to adopt.

Filed with the Office of the Secretary of State on July 1, 2004.

TRD-200404338

Kimberly L. Kiplin

General Counsel

Texas Lottery Commission

Earliest possible date of adoption: August 15, 2004

For further information, please call: (512) 344-5113