BILL ANALYSIS                                                                                                                                                                                                    �          1





                SENATE ENERGY, UTILITIES AND COMMUNICATIONS COMMITTEE
                                 ALEX PADILLA, CHAIR
          

          SB 611 -  Hill                     Hearing Date:  May 2, 2013      
            S
          As Amended:         April 15, 2013           FISCAL       B
                                                                        
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                                      DESCRIPTION
           
           The California Constitution  establishes the California Public  
          Utilities Commission (CPUC) and grants the CPUC authority to  
          regulate public utilities subject to control by the Legislature.   
          (Cal. Const. Article II, Section 1)

           Current law  establishes within the CPUC a Division of Ratepayer  
          Advocates (DRA) to advocate on behalf of utility customers, with  
          a director appointed by the Governor, a lead attorney designated  
          by the director, and funding, attorneys and other staff provided  
          by the CPUC.  (Public Utilities Code 309.5)

           This bill  changes DRA to the Office of Ratepayer Advocates (ORA)  
          within the commission, provides ORA more autonomy in its budget  
          and staff, including attorneys, and authorizes ORA to seek  
          rehearing and judicial review of CPUC decisions the same as other  
          parties to a CPUC proceeding.
           
                                      BACKGROUND

           Division of Ratepayer Advocates - The DRA is an independent  
          division within the CPUC that advocates solely on behalf of  
          residential and small commercial utility ratepayers.  First  
          established in 1984, DRA was later codified in SB 960 (Leonard,  
          1996), which also required that its director be appointed by the  
          Governor subject to Senate confirmation.  The statutory goal of  
          DRA is "to obtain the lowest possible rate for service consistent  
          with reliable and safe service levels."  DRA advocates for  
          consumers in industry-wide proceedings, individual rate cases,  
          and before the Legislature.











          DRA has been without an official director for nearly three years.  
          Dana Appling was DRA director from Aug 2004 through July 2010,  
          and Joe Como has served as acting director since August 2010. 

          DRA's staff consists of 137 technical, policy, and financial  
          analysts with professional backgrounds as engineers, auditors,  
          and economists with expertise in regulatory issues related to  
          electricity, natural gas, telecommunications, and water  
          industries in California. DRA has a separate budget account  
          controlled by the director but subject to final approval of the  
          commission.  DRA has a lead attorney appointed by the director,  
          with other staff attorneys assigned by the CPUC's general counsel  
          from the CPUC's Legal Division.  Currently, attorneys are  
          assigned on a case-by-case basis, although prior practice  
          included Legal Division attorneys assigned to DRA on long-term  
          basis. 

          According to DRA's 2012 annual report:  "DRA participated in 176  
          CPUC proceedings and filed more than 600 pleadings to aid the  
          CPUC in developing the record from which Commissioners formulated  
          their final decisions. DRA lobbied decision-makers on behalf of  
          ratepayers nearly 250 times in 2012 to ensure that the consumer  
          perspective was heard. DRA's $27,535,000 budget represents a  
          small fraction of ratepayer's investment compared with the nearly  
          $4 billion in savings DRA's work was instrumental in achieving  
          for Californians in the form of lower utility rates and avoided  
          rate increases. For every dollar customers spent on DRA in 2012,  
          they saved approximately $153 across their utility bills.  
          Additionally, DRA influenced the outcome of numerous CPUC  
          policies, decisions, and California legislation that will impact  
          ratepayers."

          On January 10, 2013, the Department of Finance (DOF) Office of  
          State Audits and Evaluations (OSAE) released its performance  
          audit of the CPUC budget process. The audit identified CPUC  
          noncompliance with statutory requirements specific to DRA's  
          budget.  The DOF report stated that, "with minimal input from  
          DRA, the CPUC Budget Office prepares and communicates the budget  
          to DRA and Finance.  However, this process has lacked  
          transparency and CPUC has not been able to explain or support to  
          DRA's satisfaction how the various budgeted cost categories were  
          determined.  As a result, DRA is not able to adequately explain  












          or defend its own budget."<1>
           
                                        COMMENTS
           
              1.   Reconsideration  .  The author presented this bill in  
               committee on April 30, but it failed passage.  The author is  
               proposing to amend the bill to strike the following  
               provisions, which leaves in the bill only provisions related  
               to the DRA:
                
                    On page 5, strike lines 1-25
                    On page 6, strike lines 1-29
                    On page 8, strike lines 32-40
                    Strike pages 9-17
                    On page 18, strike lines 1-33
                    On page 23, strike lines 38-39
                    Strike page 24

              2.   Author's Purpose  . According to the author:  "SB 611 adds  
               statutory clarifications that will better allow the DRA,  
               established within the CPUC, to fulfill its statutory  
               mandate and operate independently in the interest of utility  
               customers.  In order to develop its budget, the DRA submits  
               its budget request to the executive staff of the CPUC, which  
               then may adjust this request before final submission to the  
               Department of Finance and Legislature. This process is  
               appropriate for divisions reporting directly to the  
               Executive Director; however, the DRA Director is appointed  
               by the Governor and confirmed by the Senate. Within other  
               state agencies, separate entities are generally either  
               budgeted entirely outside the governing agency or are  
               allotted a clear "line item" annually, that separates the  
               chain of command.  There is an untested theory that DRA may  
               not be able to appeal a CPUC decision, given its place  
               within the CPUC.  It is imperative that DRA be allowed to  
               appeal, or it cannot fulfill its mission to obtain the  
               lowest possible rate consistent with reliable and safe  
               service levels.  This right to appeal is granted all other  
               parties, and it should be clarified that it is available to  
               DRA as well."
             --------------------------
          <1> "California Public Utilities Commission Budget Process  
          Performance Audit." Office of State Audits and Evaluations,  
          Department of Finance, December 2012, p. 13.  
           http://www.dof.ca.gov/osae/audit_reports/documents/FinalReport-Cal 
          iforniaPublicUtilitiesCommissionPerformanceAuditWEB.pdf  










              3.   Enhancing the Power of DRA  . This bill enhances the  
               independence and authority of DRA in three significant ways  
               - allows DRA to submit its own budget directly to DOF rather  
               than through the CPUC, allows DRA to employ its own staff  
               including attorneys, and authorizes DRA to seek judicial  
               review of CPUC decisions.  DRA states that these changes  
               will "better situate DRA to more effectively and efficiently  
               utilize its resources to advocate for affordable, safe and  
               reliable IOU services."  The Utility Reform Network (TURN)  
               states that these changes will empower DRA to advocate for  
               ratepayers "without fear of reprisal by a commission that  
               currently has ultimate power to determine its budget and  
               personnel."  
                
                DRA's status as a division of the CPUC has been a barrier to  
               appealing CPUC decisions in a court of law because that  
               would essentially be suing itself. This bill puts DRA on the  
               same footing as other parties to CPUC proceedings, thereby  
               putting more teeth in its advocacy by having the threat to  
               appeal.  TURN states that this helps address "the tremendous  
               disparity of resources between the regulated entities and  
               the parties representing consumers and other public interest  
               concerns."  It is possible this change could raise questions  
               about the need for ratepayer-funded intervenor compensation  
               for groups like TURN if DRA also has use of ratepayer funds  
               to represent ratepayers all the way through appeal.   
               However, according to TURN, these groups' collective  
               resources typically are only a fraction of that devoted to a  
               case by regulated entities. 

               Despite this bill's express grant of authority to the newly  
               named ORA to seek judicial review of CPUC decisions, it  
               retains the reference to the Office as "within the  
               commission."  This creates ambiguity as to whether ORA is  
               sufficiently independent to have standing to seek judicial  
               review.  Thus, the author and committee may wish to consider  
               amending the bill to strike all references to ORA as within  
               the commission.
           
                                       POSITIONS
           
           Sponsor:
           
          Author










           Support:
           
          Division of Ratepayer Advocates
          The Utility Reform Network

           Oppose:
           
          California Public Utilities Commission

          
          Jacqueline Kinney
          SB 611 Analysis
          Hearing Date:  May 2, 2013