BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  SB 611
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          SENATE THIRD READING
          SB 611 (Hill)
          As Amended  September 3, 2013
          Majority vote 

           SENATE VOTE  :38-0  
           
           UTILITIES & COMMERCE             14-1                
          APPROPRIATIONS      16-1        
           
           ----------------------------------------------------------------- 
          |Ayes:|Bradford, Patterson,      |Ayes:|Gatto, Harkey, Bigelow,   |
          |     |Bonilla, Buchanan, Fong,  |     |Bocanegra, Bradford, Ian  |
          |     |Beth Gaines, Garcia,      |     |Calderon, Campos, Eggman, |
          |     |Gorell, Roger Hern�ndez,  |     |Gomez, Hall, Holden,      |
          |     |Jones, Quirk, Rendon,     |     |Linder, Pan, Quirk,       |
          |     |Skinner, Williams         |     |Wagner, Weber             |
          |     |                          |     |                          |
          |-----+--------------------------+-----+--------------------------|
          |Nays:|Ch�vez                    |Nays:|Donnelly                  |
          |     |                          |     |                          |
           ----------------------------------------------------------------- 
           SUMMARY  :  Renames the Division of Ratepayer Advocates (DRA) the  
          Office of Ratepayer Advocates (Office) and authorizes the Office  
          to seek rehearing and judicial review of California Public  
          Utilities Commission (PUC) among other things.  Specifically,  
           this bill  :   

          1)Renames the Division of Ratepayer Advocates (DRA) the Office  
            of Ratepayer Advocates (Office).

          2)Specifies the Office may seek rehearing and judicial review of  
            PUC decisions.

          3)Requires the director of the Office to develop a budget for  
            the Office for final approval by the Department of Finance.

          4)Requires the lead attorney to obtain adequate legal personnel  
            for the work to be conducted by the Office from PUC's lead  
            attorney, among other things.

          5)States that only the Supreme Court and court of appeals have  
            jurisdiction to act upon any order or decision of PUC  
            according to the laws and rules of the court.








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           FISCAL EFFECT  :  According to Assembly Appropriations Committee,  
          increased ongoing costs of approximately $360,000 from PUC  
          Utilities Reimbursement Account (special fund) for legal staff  
          to respond to requests for Judicial Review.  Unknown costs  
          associated with changing the name on office letterhead, etc.

           COMMENTS  :  According to the author, "the Office of Ratepayer  
          Advocates needs the Legislature to clearly state that it has the  
          right to petition the court of appeals to review a PUC decision.  
           The reason for that is PUC continues to maintain the  
          self-serving proposition that ORA does not have the authority,  
          since ORA is a part of CPUC and therefore can't challenge  
          itself.  While this position does not appear to be accurate,  
          appeals courts have discretion in whether or not to review PUC  
          decisions when asked, and uncertainly as to ORA's standing may  
          disincline a court of appeal from taking up such a case.  Also,  
          as ORA depends on PUC to supply it with lawyers, lack of  
          standing may give the PUC an excuse to not to give ORA legal  
          resources for an appeals case.  DRA is legislatively mandated to  
          advocate for consumers before PUC.  Sometimes they are the only  
          consumer advocate.  If DRA doesn't have the ability to appeal,  
          then the commission can issue a decision without regard to the  
          decision's legality.  This is a real concern given the  
          "creative" legal opinions the PUC has developed in recent years,  
          many of which have been at odds with our own Legislative  
          Counsel."

           Background  :  DRA is an independent division within PUC that  
          advocates solely on behalf of residential and small commercial  
          utility ratepayers.  In 1984, PUC created DRA, formerly known as  
          the "Public Staff Division," in a reorganization plan to more  
          efficiently use staff resources.  In 1996, SB 960 (Leonard),  
          Chapter 856, Statutes of 1996, renamed the Division the "Office  
          of Ratepayer Advocates" (ORA), and while keeping the ratepayer  
          advocacy function within PUC for mutually beneficial purposes,  
          made it independent with respect to policy, advocacy, and  
          budget.  SB 960 made DRA Director a gubernatorial appointee  
          subject to Senate confirmation.  In 1997, PUC implemented its  
          reorganization plan, "Vision 2000," which significantly  
          diminished the staff of ORA, but the ratepayer advocacy  
          responsibilities and workload remained the same.  In 2005, SB  
          608 (Escutia), Chapter 440, Statutes of 2005, renamed ORA as DRA  
          - the Division of Ratepayer Advocates - and strengthened the  








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          division by providing it with autonomy over its budget and  
          staffing resources and authorizing the appointment of a  
          full-time Chief Counsel.

          DRA has 137 technical staff with expertise in regulatory issues  
          related to the electricity, natural gas, water, and  
          telecommunications industries in California.  DRA's staff of  
          experts performs detailed review and analyses of regulatory  
          policy issues and utility proposals for funding that total in  
          the tens of billions of dollars.  DRA determines whether utility  
          requests are in the interest of the ratepayers who fund utility  
          activities through their utility bills.  DRA also supports  
          environmental policies that may benefit customers and seeks to  
          ensure that utility actions comport with PUC rules and  
          California environmental laws and policy goals. 

          DRA's 2012 Annual Report to the Legislature notes that: "DRA  
          participated in 176 CPUC proceedings and filed more than 600  
          pleadings to aid PUC 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."

           Recent audit findings  :  A recent Department of Finance (Office  
          of Statewide Audits and
          Evaluations (OSAE)) audit found "widespread weaknesses within  
          PUC's budget operations which compromise its ability to prepare  
          and present reliable and accurate budget information." The audit  
          revealed:  ineffective management over budgeting functions;  
          budget forecasting methodologies and monitoring need  
          improvement; fiscal management practices need improvement; and  
          non-compliance with statutory requirements specified to the  
          Division of Ratepayer Advocates.

          Current law requires the DRA's director to develop DRA budget  
          and submit it to PUC for final approval.  However, OSAE found  
          that DRA does not prepare its own budget, nor is it reviewed and  
          approved by the director of DRA or approved by PUC.  Rather, PUC  








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          Budget Office prepares and approves DRA's budget for them.  The  
          audit found that this process does not follow the law and lacks  
          transparency.  This bill requires the director to develop an  
          annual budget to be approved by the Department of Finance.  

          Additionally, this bill clarifies that the director may appoint  
          a lead attorney to represent DRA and obtain adequate legal  
          personnel for the work to be conducted by DRA from PUC's lead  
          attorney.

           Need for judicial review  :  This bill clarifies that DRA may seek  
          judicial review of PUC
          decisions, just like any other party to a proceeding at PUC.   
          This is a right that all parties, including the utilities, and  
          ratepayer advocacy groups have in cases before PUC.  Absent this  
          right, DRA and the ratepayers it represents could be at a  
          disadvantage in advocating before the PUC.  Furthermore,  
          ratepayers would bear the costs of funding intervenor  
          compensation for other outside ratepayer advocacy groups that  
          seek judicial review.  

          Existing law permits an aggrieved party to ask an appellate  
          court to review a PUC decision.  According to DRA: "this bill  
          would clarify DRA's ability to petition for a writ of review.   
          DRA is funded for legal resources and this clarification will  
          not increase costs."


           Analysis Prepared by  :    DaVina Flemings / U. & C. / (916)  
          319-2083 


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