BILL ANALYSIS                                                                                                                                                                                                    



                                                                  SB 695
                                                                  Page  1

          Date of Hearing:   June 29, 2009

                    ASSEMBLY COMMITTEE ON UTILITIES AND COMMERCE
                                Felipe Fuentes, Chair
                     SB 695 (Kehoe) - As Amended:  June 24, 2009

           SENATE VOTE  :   37-0
           
          SUBJECT  :   Electricity: rates.
           
          SUMMARY  :   Eliminates the current rate freeze for electricity  
          usage for residential customers of up to 130% of the baseline  
          rate, lifts the current suspension and provides limited  
          expansion of direct-access electricity service, and provides a  
          number of other rate stabilization measures to address emergency  
          measures instituted during the 2001 energy crisis.    
           
          EXISTING LAW  : 
           
           1)Prohibits PUC from increasing electricity charges for  
            residential customers for usage of up to 130% of existing  
            baseline quantities until the Department of Water Resources  
            (DWR) has recovered the costs of power it has procured for the  
            electrical corporation's retail end-use customers.

          2)Suspends the right of retail end-use customers to acquire  
            direct-access service for electricity from other providers  
            until DWR no longer supplies power.

           THIS BILL  :   

          1)Requires electrical corporations to target energy efficiency  
            and solar programs toward low-income, upper-tier, and  
            multifamily customers to reduce long-term energy usage, and be  
            recovered from specific public utilities on an equal  
            cent-per-kilowatthour or equal cents-per-them basis from all  
            classes of customers, as specified.

          2)Deletes the suspension of direct-access service under  
            specified conditions, and requires the suspension to be lifted  
            by an act of the Legislature.

          3)Permits PUC to allow individual retail non-residential end-use  
            customers to acquire direct-access electric service up to a  
            maximum allowable total kilowatthours annual limit in that  








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            utility's service territory for any year between April 1 1998,  
            and December 31, 2009.

          4)Within the sooner of 6 months or July 1, 2010, requires the  
            PUC to adopt a phase-in schedule for direct-access service of  
            not less than three years.  

          5)Ensures that electric service providers of direct-access  
            electricity are subject to the same resource adequacy,  
            renewables portfolio standards, and greenhouse gas emission  
            reduction laws and regulations as the investor-owned  
            utilities.

          6)Requires the PUC, in allocating the cost of new generation  
            resources acquired by an electrical corporation to meet system  
            or local area reliability needs, to ensure that the customers  
            to whom the net costs and benefits of capacity are allocated,  
            are not required to pay for the cost of electricity they do  
            not consume.   

          7)Requires the PUC to ensure that all eligible low-income  
            electricity and gas customers are given the opportunity to  
            participate in low-income energy efficiency programs,  
            including customers occupying apartment houses or similar  
            multiunit residential structures.

          8)Requires the California Alternate Rates for Energy (CARE)  
            program to be offered to low-income electric and gas customers  
            with annual household incomes at or below 200% of the federal  
            poverty levels.

          9)Restricts rate increases for CARE program participants for  
            electricity usage up to 130% of baseline quantities by the  
            annual percentage increase in benefits under the CalWORKs  
            program, not to exceed 3% per year.

          10)Caps CARE electricity rates at 80% of the corresponding rates  
            charged to residential customers not participating in CARE  
            program.

          11)Restricts rate increases charged to residential customers for  
            electricity usage up to 130% of the baseline quantities, by  
            the annual percentage change in the Consumer Price Index plus  
            1%, but not less than 3% and not more than 5% per year.









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          12)Prohibits PUC from requiring or permitting an electrical  
            corporation from employing mandatory or default time-variant  
            pricing for residential customers prior to January 1, 2016,  
            and permits PUC to authorize an electrical corporation to  
            offer residential customers the option of receiving service  
            pursuant to dynamic pricing.

           FISCAL EFFECT  :   Unknown.

           COMMENTS  :   This bill lifts some of the emergency measures  
          imposed during the energy crisis that at the time helped  
          stabilize rates.  Now those actions may actually lead to  
          dramatic rate changes if the rate stabilization measures were  
          suddenly released without measured changes.  Some actions the  
          Legislature imposed included capping residential retail rates  
          and suspending the ability for customers to choose a  
          direct-access electricity provider.

          1)   Background  :  During the energy crisis in 2001, the  
          Legislature passed ABX1 1 (Keeley) Chapter 4, Statutes of 2001,  
          to protect California ratepayers from rampant price fluctuations  
          due to a dysfunctional wholesale electricity market.  ABX1 1  
          authorized the Department of Water Resources (DWR) to issue  
          revenue bonds to purchase power at such prices the department  
          deemed appropriate, on behalf of the cash-strapped  
          investor-owned utilities who couldn't keep up with the volatile  
          wholesale prices.  Among other stabilizing efforts, ABX1 1  
          included a provision that prohibits PUC from increasing rates  
          for usage under 130% of baseline until DWR bond charges are paid  
          off.

          Energy charges for residential customers are based on the  
          quantity of electricity used by a customer, and each successive  
          block of electricity usage is billed at increased per-unit  
          prices.  Each block is referred to as a tier.  ABX1 1 capped the  
          lowest two tiers of electricity usage:  (1) baseline and (2)  
          130% of baseline.  These tiers are based on usage, and not  
          necessarily income levels. 

          Because rates in the lowest tiers are still capped, increased  
          costs such as rising fuel prices, and legislatively mandated and  
          PUC-created programs, are disproportionately borne by those  
          customers whose electricity usage falls in the upper tiers.  For  
          example, in Pacific Gas & Electric's territory, the 130% of  
          baseline quantities cost is about $0.11 per kilowatt hour, while  








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          the top tiers are about $0.46 per kilowatt hour.  Additional  
          costs associated with increasing the State's renewable portfolio  
          standard or reliability efforts will be imposed on the  
          ratepayers who use more than 130% of baseline.  

          It is uncertain when DWR will retire the ABX1 1 bond debt or  
          fully recovered its costs.  At that time, the lower-tiered rates  
          are expected to skyrocket to provide less of a spread between  
          the 130% of baseline and the higher tiers.  By restricting rate  
          increases to an annual narrow range and controlling the increase  
          within relatively small parameters, AB 413 is intended to  
          minimize spikes in electricity rates and provide relative  
          stability and predictability.  

          2)   This bill looks familiar  :  About two years ago, Southern  
          California Edison (SCE) presented to members of this committee  
          an overview of the consequences experienced by the  
          implementation of ABX1 1.  SCE revealed that income and usage  
          are not perfectly correlated.  About 10% of those customers  
          whose usage pushed them into Tier-5 rates ($.31/kWh) generated  
          an annual income of less than $30,000.  About 50% of residential  
          customers paying Tier-5 rates generated less than $100,000 in  
          annual income.  

          This committee encouraged SCE to collaborate with the other  
          utilities and consumer groups to devise a strategy that would  
          protect residential ratepayers from sudden rate shock, while  
          ensuring continued protection for low-income ratepayers.  Due to  
          the significant complexity of each of the issues associated with  
          lifting the rate cap, the parties negotiated about 90% of the  
          provisions by the end of last year's Legislative Session.  The  
          remaining outstanding issue was associated with the degree of  
          expansion of direct-access service.  

          Because it was late in the session, an Assembly vehicle was not  
          available.  This committee used SB 1536 (Dutton, then Kehoe) as  
          a vehicle, which was passed by this committee and placed on the  
          Assembly inactive file.  The contents of the negotiation were  
          placed in SB 1536 and the bill failed passage.

          This year, the Chair of this committee introduced AB 413  
          (Fuentes) to continue facilitating a resolution to the ABX1 1  
          constraints.  The direct-access issue has been resolved, and  
          other amendments were made to clarify directives and ensure  
          costs and benefits of resource adequacy are adequately  








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          allocated.  This bill, SB 695, is intended to reflect the same  
          negotiated resolutions as AB 413. However, due to timing issues,  
          AB 413 will be amended to reflect this version of SB 695.

          3)   What is direct-access service  :  Direct-access service is  
          where an electricity customer is allowed to choose alternate  
          providers of electricity, other than their utility.  As part of  
          the restructuring of the electric industry, AB 1890 (Brulte)  
          Chapter 854, Statutes of 1996, authorized direct access.  To  
          avoid the dysfunctional spot market that financially decimated  
          IOUs and threatened catastrophic rate increases, ABX1 1  
          established a structure to permit DWR to buy needed electricity  
          for investor-owned utility (IOU) customers under long-term  
          contracts.  To ensure the predictable revenue stream necessary  
          for long-term contracts and issue ratepayer-backed revenue  
          bonds, and to prevent cost-shifting from direct-access to  
          bundled-service customers, the Legislature directed PUC to  
          suspend direct access to prevent additional migration of IOU  
          customers.  

          The ability to choose direct-access service was officially  
          suspended on September 20, 2001.  However, PUC rules allow  
          certain "eligible" customers to begin direct-access service  
          after the suspension date and switch between bundled service and  
          direct-access service.  

          The parties have come to an agreement on the limited expansion  
          of direct-access service.  This bill would allow the expansion  
          of direct-access service to individual retail non-residential  
          end-use customers up to the total annual kilowatt-hours supplied  
          by electric service providers for any year after April 1, 1998. 

           RELATED LEGISLATION  :  

          AB 413 (Fuentes) is identical to this bill.  AB 413 passed out  
          of this committee on an 11-1 vote.

           REGISTERED SUPPORT / OPPOSITION  :

           Support 
           
          California Retailers Association
          Direct Energy
          Division of Ratepayer Advocates (DRA)
          Green Eco Tek LLC.








                                                                  SB 695
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          Pacific Gas and Electric (PG&E)
          School Project for Utility Rate Reduction (SPURR)
          Sempra Energy Solutions (SES)
          Shell Energy North America
          Southern California Edison (SCE)
          The Utility Reform Network (TURN)
           
            Opposition 
           
          California Large Energy Consumers Association (CLECA)
          California Manufacturers Technology Association (CMTA)
          California Public Utilities Commission (CPUC)
          Community Choice Energy Council
          Independent Energy Producers (IEP)
          Marin County Board of Supervisors
          Marin Energy Authority
          San Francisco Public Utilities Commission

           Analysis Prepared by  :    Gina Adams / U. & C. / (916) 319-2083