BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  AB 904
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          Date of Hearing:   May 4, 2011

                    ASSEMBLY COMMITTEE ON UTILITIES AND COMMERCE
                               Steven Bradford, Chair
                    AB 904 (Skinner) - As Amended:  April 14, 2011
           
          SUBJECT  :   Energy efficiency.

           SUMMARY  :   Requires the California Public Utilities Commission 
          (PUC) to evaluate the efficacy of the energy efficiency 
          programs.  Specifically,  this bill  :  

          1)Requires the PUC to ensure energy efficiency programs do the 
            following:

               a.     result in real reductions in energy consumption;

               b.     examine alternatives to traditional administration, 
                 delivery, and evaluation mechanisms for energy efficiency 
                 services, and

               c.     examine the establishment of a program for on-bill 
                 financing for residential retrofit and improvement of 
                 heating, ventilation, and air conditioning.

          2)Requires the PUC to consult and coordinate with the California 
            Energy Commission (CEC) in achieving these results.

           EXISTING LAW  :

          1)States that PUC has regulatory authority over public 
            utilities.

          2)Authorizes PUC to fix the rates and charges for every public 
            utility and requires those rates and charges to be just and 
            reasonable.

          3)States the Public Utilities Act requires the PUC to review and 
            adopt a procurement plan for each electrical corporation in 
            accordance with specified elements, incentive mechanisms, and 
            objectives.  

          4)States the Public Utilities Act requires that an electrical 
            corporation's proposed procurement plan include certain 
            elements, including a showing that the electrical corporation 








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            will first meet its unmet needs through all available energy 
            efficiency and demand reduction resources that are cost 
            effective, reliable, and feasible.

          5)States the Public Utilities Act requires the PUC, in 
            consultation with the CEC, to identify all potentially 
            achievable cost-effective electricity efficiency savings and 
            to establish efficiency targets for electrical corporations to 
            achieve pursuant to their procurement plan.

          6)Requires the CEC to establish, by March 1, 2010, a regulatory 
            proceeding to develop a comprehensive program to achieve 
            greater energy savings in the state's existing residential and 
            nonresidential building stock.

          7)Requires the PUC, by March 1, 2010, to open a new proceeding 
            or amend an existing proceeding to investigate the ability of 
            electrical corporations and gas corporations to provide 
            various energy efficiency financing options to their customers 
            for the purposes of implementing the CEC program.

           FISCAL EFFECT  :   Unknown.

           COMMENTS  :   According to the author, this bill seeks to discover 
          whether energy efficiency programs, which encompass billions of 
          dollars for the investor-owned utilities, are run efficiently.  
          The author states that the IOUs have received incentive payments 
          on these energy efficiency dollars, even though in the view of 
          the Division of Ratepayer Advocates (DRA) and The Utility Reform 
          Network (TURN), they did not effectively and efficiently meet 
          their energy savings goals.

           1)Background  : Energy efficiency is the first priority in 
            California's loading order for energy
          resources.  Energy efficiency typically refers to the 
          installation of energy efficient technologies or tools to reduce 
          energy usage and eliminate energy losses in homes, businesses, 
          or in new construction.  An energy efficient home or business 
          can help you reduce your energy usage while maintaining 
          comparable service, thereby saving money on your utility bill.

          Since the 1970s, the PUC has overseen the funding and design of 
          energy efficiency programs in California. These programs promote 
          cost-effective, environmentally beneficial investments in energy 
          saving products and technologies.  The energy efficiency 








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          programs provide numerous benefits to California and its 
          residents by reducing energy bills, conserving valuable 
          resources for future generations, and preserving the 
          environment. 

          California's energy efficiency programs have historically 
          encompassed some of the largest and most effective programs in 
          the United States, providing a model for utility programs across 
          the country.  At their peak, the expenditures for California's 
          energy efficiency programs rose to $400 million in 1993 and 
          1994. Investments in energy efficiency declined during the '90s 
          as the electric utilities prepared for industry restructuring, 
          but are again increasing, from $247 million in 1999 to $292 
          million projected in 2000, with an additional $72 million for 
          the Summer Initiative. 

          With the restructuring of California's electricity market under 
          AB 1890 (Brulte, Chapter 854, Statutes of 1996) the PUC 
          established a new policy framework for energy efficiency 
          programs in 1998. Recognizing the need to reduce market barriers 
          for energy saving products and technologies, the PUC has focused 
          on developing a sustainable, competitive market for energy 
          efficient products and services, as well as saving energy and 
          peak demand.

           2)Strategic plan  :  In 2008, the PUC adopted the landmark 
            California Energy Efficiency Long
          Term Strategic Plan.  The programs and budgets authorized in 
          this decision will make significant progress toward the PUC's 
          Strategic Plan goals and its adopted Big, Bold Energy Efficiency 
          Programmatic Initiatives, including taking the next steps 
          towards achieving zero net energy homes in California as 
          standard practice by 2020 and zero net energy commercial 
          buildings by 2030.

           3)IOUs EE programs  : Each of California's utilities administers 
            energy efficiency programs
          designed specifically for their customers' needs.  The utilities 
          oversee a set of programs to decrease energy use in lighting and 
          appliances, heating, ventilation, air conditioning (HVAC) 
          systems and motors.  

          The lighting and appliance programs are designed to improve 
          consumer awareness of the energy and non-energy benefits of 
          efficient lighting and appliances, increase the availability and 








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          demand for these products, and promote emerging technologies.

          Programs focused on the HVAC systems seek to encourage the 
          replacement of inefficient systems with efficient ones, increase 
          consumer recognition of ENERGY-STAR products, increase training 
          of trade professionals in efficient HVAC systems, encourage 
          design using the "whole-systems" approach, and support the 
          improvement of efficiency standards.  These programs accomplish 
          these goals by: 1) educating consumers through bill inserts and 
          call centers; 2) providing training and technical assistance to 
          HVAC contractors and distributors; 3) providing financial 
          incentives to distributors and installers for stocking and 
          installing efficient units, 4) managing Standard Performance 
          Contract (SPC) programs for commercial customers, and 5) 
          providing financing to residential customers for energy 
          efficient HVAC projects.  

          The motors programs endeavors to promote optimal motor system 
          design and sizing, facilitate consumer purchase of efficient 
          motors and increase the understanding of motor life-cycle costs. 
           These programs accomplish these goals by offering training and 
          technical assistance to encourage optimal system design and 
          life-cycle cost analysis, supplying on-site motor efficiency 
          tests, managing Standard Performance Contract (SPC) programs, 
          and providing financial incentives to motor distributors to 
          stock and sell greater numbers of high-efficiency motors.

          The utilities also administer programs that target customers 
          when investment decisions are made during retrofits and 
          renovations and during the new construction on buildings and 
          homes.  The retrofits and renovations programs are designed to: 
          1) increase energy efficient investments at the time of 
          retrofit, renovation, or sale of a home; 2) link interested 
          customers with providers of energy retrofit services, and 3) 
          increase the training of professionals who perform energy 
          efficient retrofits.

          Many different market participants can increase the likelihood 
          of an energy efficiency retrofit.  These programs not only 
          target residential and commercial customers who either own or 
          are buying a building (including multifamily houses, large 
          energy customers, and governments) but also trade professionals 
          (including engineers, designers, contractors, and energy 
          consultants), real estate agents, mortgage professionals, and 
          home inspectors.








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          The utilities' retrofit and renovation programs include: 1) 
          providing information to customers planning to buy, sell, or 
          renovate a building on retrofit providers and ENERGY-STAR 
          windows, equipment, lighting, appliances, etc.; 2) making energy 
          audits available to customers to assist them in determining 
          their efficiency retrofit needs; 3) providing training and 
          technical assistance for trade professionals through libraries 
          and trade shows, and 4) provide financing and residential 
          customers for energy efficient projects.

          The new construction programs seek to increase the number of 
          energy efficient new homes and buildings being built, promote 
          the ENERGY-STAR New Homes brand, raise awareness of the 
          existence and benefits of energy efficient home mortgages, 
          promote energy efficiency in the professions of architecture and 
          engineering, and promote construction exceeding Title 24 
          building standards.

          This bill seeks to address whether there exists a more 
          innovative round of policies which can lead to actual reductions 
          in energy consumption throughout the system.  

           4)Incentive mechanism controversy  :  In 2005, the PUC approved 
            the utilities' request to spend
          $2 billion of ratepayer dollars on energy efficiency programs 
          with the expectation that the investment would reap $2.7 billion 
          in net benefits for customers.  

          In December 2010, the PUC voted 3-2 to award Pacific Gas & 
          Electric Company (PG&E), Southern California Edison (Edison), 
          San Diego Gas & Electric Company (SDG&E) and Southern California 
          Gas Company (SoCalGas) a combined $68 million in shareholder 
          incentives for the utilities 2006-08 energy efficiency programs. 
           These bonuses came in addition to $143.7 million in incentives 
          already paid to the utilities for the same underperforming 
          programs.  

          An independent PUC staff report released in April 2010, found 
          that on average the utilities' reached only 70 percent of their 
          2006-08 PUC prescribed energy savings targets.  According to a 
          press release issued by the Division of Ratepayer Advocates, 
          PG&E, Edison, and SDG&E underperformed enough to trigger 
          shareholder penalties.  DRA's press release further notes that 
          the PUC's analysis showed that the portfolios of SDG&E and 








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          SoCalGas actually cost ratepayers more money than the benefits 
          they delivered, which is inconsistent with the PUC's obligation 
          to oversee cost-effective energy efficiency portfolios.  In 
          contrast, the utilities' self-reported achievements claim they 
          achieved 160 percent of their goals.  Despite the staff 
          analysis, the PUC awarded the additional bonuses and allowed the 
          utilities' shareholders to keep the previously awarded incentive 
          payments.

           5)IOUs 2010-2012 EE portfolio  :  On September 24, 2009, the PUC 
            approved funding and
          programs for the 2010-2012 energy efficiency program cycle.  The 
          PUC authorized $3.1 billion in funding for energy efficiency 
          programs that are projected to save 7000GWh, 3460MW, and 150 
          MMTherms.  The funding is 42% higher than the prior three-year 
          cycle and will support programs designed to produce deeper and 
          more comprehensive savings that the PUC believes California's 
          utilities can and will achieve.  According to the PUC, these 
          programs and related energy savings are a key component of 
          California's broader energy policies and greenhouse gas 
          mitigation strategies.

           6)Things to consider  :  This bill would require the PUC to ensure 
            energy efficiency programs
          result in real reductions in energy consumption.  It is unclear 
          how the author is defining "real reductions".   Therefore, the 
          author and this committee may wish to amend the bill to direct 
          the PUC to seek to ensure real absolute reductions in energy 
          consumption  .  Furthermore,  the author and this committee may 
          wish to amend this bill to clarify that the energy efficiency 
          programs to be evaluated are those within the jurisdiction of 
          the PUC.  This bill should be amended to add clear definition of 
          terms, timeframes, the scale at which this mandate should be 
          assessed, and baseline year(s) against which to assess absolute 
          consumption reductions  .

          Presently, the PUC has ongoing proceedings which focus on 
          various aspects of energy efficiency.   The author and this 
          committee may wish to amend this bill to require the PUC to 
          incorporate the provisions of this bill into an existing PUC 
          proceeding on energy efficiency  .  

          Additionally, this bill requires the PUC to examine the 
          establishment of a program for on-bill financing for residential 
          retrofit and heating, ventilation, and air conditioning (HVAC).  








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          This provision may be duplicative of Public Utilities Code 
          Section 381.2 pursuant to AB 758 (Skinner, Chapter 470, Statutes 
          of 2009).  This bill required the PUC to open a new or amend an 
          existing proceeding to investigate the ability of the utilities 
          to provide energy efficiency financing options for comprehensive 
          residential and commercial retrofit programs to be established 
          pursuant to Public Resources Code Section 25943.  This has been 
          underway since September 2009 when Decision 09-09-047 directed 
          the PUC to undertake comprehensive research on energy efficiency 
          financing gaps and needs for California and to produce a 
          comprehensive energy efficiency financing report.  The PUC has 
          hired new staff and secured consultant support in early 2010 in 
          order to advance this goal.  The resulting comprehensive energy 
          efficiency financing report is expected out before the end June 
          2011.  As such,  the author and this committee may wish to strike 
          this provision that requires the PUC to establish a program for 
          on-bill financing for residential retrofit and HVAC  .  

           REGISTERED SUPPORT / OPPOSITION  :   

           Support 
           
          California Advocacy Committee of the United States Green 
          Building Council (USGBC CAC)
          California Association of Realtors
          Division of Ratepayer Advocates (DRA) 

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