BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  AB 1027
                                                                  Page  1

          Date of Hearing:   May 4, 2011

                       ASSEMBLY COMMITTEE ON LOCAL GOVERNMENT
                                Cameron Smyth, Chair
                   AB 1027 (Buchanan) - As Amended:  April 28, 2011
           
          SUBJECT  :   Local publicly owned electric utilities: utility 
          poles and support structures. 

           SUMMARY  :   Requires local publicly owned electric utilities, 
          including irrigation districts to make appropriate space and 
          capacity on and in their utility poles and support structures 
          available for use by cable television corporations, video 
          service providers, and telephone corporations.  Specifically, 
           this bill  :

          1)Requires local publicly owned electric utilities (POU), which 
            includes irrigation districts, to make appropriate space and 
            capacity on and in a utility pole and support structure owned 
            or controlled by the local publicly owned electric utility 
            available for use by a cable television corporation, video 
            service provider, or telephone corporation (service 
            providers).  

          2)Specifies that the provisions of the measure shall not apply 
            to existing contracts that were entered into prior to January 
            1, 2012.

          3)Requires existing contracts to remain valid until the 
            contract, rate, term or condition expires or is terminated 
            according to its terms, or until the POU proposes a change in 
            the rate, term or condition in the contract.  Annual rates 
            unspecified in an existing contract are subject to the 
            provisions in this bill.

          4)Requires a POU to respond to a service provider's request for 
            use of a utility pole or support structure owned or controlled 
            by the local publicly owned electric utility within 45 days of 
            the request, or 60 days for requests to attach to over 300 
            poles.  If the request is denied, the local publicly owned 
            electric utility shall provide the reason for the denial and 
            the remedy to gain access to the utility pole or support 
            structure.  

          5)Specifies that the timelines may be extended under special 








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            circumstances upon agreement 
          of the POU and the service provider.

          6)Authorizes a POU to deny an application for use of a utility 
            pole or support structure because of insufficient capacity or 
            safety, reliability, or engineering concerns.   

          7)Clarifies that no additional authority is granted herein to a 
            local publicly owned electric utility to impose a fee that is 
            not otherwise authorized by law.

          8)States that a POU may require an additional one-time charge 
            equal to three years of the annual fee for attachments 
            reasonably shown to have been made after January 1, 2012, 
            without authorization.

          9)Limits the annual fee charged by a POU for the use of a 
            utility pole by a service provider by specifying that the fee 
            is not to exceed an amount determined by multiplying the 
            percentage of the total usable space which is occupied by the 
            pole attachment by the annual costs of ownership of the pole 
            and its supporting anchor.  
          10)Specifies that it shall be presumed, subject to factual 
            rebuttal, that a single attachment to a pole by a service 
            provider occupies one foot of usable space and that an average 
            utility pole contains 13.5 feet of usable space.

          11)Prohibits that the annual fee charged by a POU for use of a 
            support structure by a service provider from exceeding the 
            POU's annual costs of ownership of the percentage of the 
            volume of the capacity of the structure rendered unusable by 
            the equipment of the service provider. 

          12)Defines "annual cost of ownership" as the sum of the annual 
            capital costs and annual operation costs of the pole or 
            support structure, which shall be the average costs of all 
            similar utility poles or structures owned or controlled by the 
            POU.  

          13)Excludes jointly-owned poles from certain provisions in the 
            bill.

          14)Requires a POU to hold at least one open and public meeting 
            as part of a regularly scheduled meeting before adopting or 
            increasing a fee, or adopting or changing the terms and 








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            conditions of access. 

          15)Authorizes oral or written presentations relating to the fee 
            or term or condition of access to be made during the meeting

          16)Requires, at least 14 days prior to the meeting described 
            above in 14), the POU to mail notice of the time and place of 
            the meeting, including a general explanation of the matter to 
            be considered and a statement of the proposed costs, to any 
            person or entity that files a request to receive notice with 
            the POU. 

          17)States that at least 10 days prior to the meeting, a POU 
            shall make available to the public the data indicating the 
            amount of cost or estimated cost, required to make utility 
            poles and support structures available for use by a service 
            provider.

          18)States that a POU shall make available data and rational for 
            adopting or changing the terms and conditions of access, if 
            adopting or changing those term or conditions. 

          19)Requires the legislative body of a POU to only act by 
            ordinance or resolution when adopting or changing the terms 
            and conditions of access.  

          20)Prohibits a legislative body of a POU from delegating the 
            authority to adopt or increase the fee or term or condition of 
            access to another entity or board. 

          21)Requires, no earlier than 30 days after the initial public 
            meeting, the ordinance or resolution to be adopted at a 
            subsequent open and public meeting as part of a regularly 
            scheduled meeting.

          22)Prohibits the new or increased fee, or change in the terms 
            and conditions of access, adopted by a POU from going in to 
            effect until 60 days after the final adoption.


          23)States that any person or entity may protest the adoption or 
            imposition of, or increase of, a fee or adoption or change in 
            the terms and conditions of access, by serving written notice 
            to the governing body of the local publicly owned electric 
            utility within 30 days of the action protested. The written 








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            notice shall contain a statement informing the governing body 
            of the factual elements of the dispute and the legal theory 
            forming the basis for the protest.


          24)Prohibits the filing of protest from being a basis for the 
            local publicly owned electric utility to withhold approval of 
            the use of a utility pole or support structure.


          25)Requires a judicial action or proceeding to attack, review, 
            set aside, void, or annul an ordinance, resolution, or motion 
            adopting, or increasing, a fee, or adopting or changing the 
            terms and conditions of access shall be commenced within 120 
            days of the effective date of the ordinance, resolution, or 
            motion. 


          26)Requires, if an ordinance, resolution, or motion provides for 
            an automatic adjustment of a fee, and the automatic adjustment 
            results in an increase in the amount of a fee, a judicial 
            action or proceeding to attack, review, set aside, void, or 
            annul the increase, be commenced within 120 days of the 
            effective date of the increase.


          27)Prohibits a person or entity from initiating an action or 
            proceeding unless both of the following requirements are met:


             a)   The fee or requirement will be directly imposed on the 
               person or entity as a condition for the use of a utility 
               pole or support structure; and,

             b)   At least 30 days before initiating the action or 
               proceeding, the person or entity requests the local 
               publicly owned electric utility to provide a copy of 
               documents that purport to establish that the fee does not 
               exceed the amount reasonably necessary to cover the cost of 
               the use of the utility pole or support structure, or that 
               the term and conditions of access or change to the terms 
               and conditions of access are reasonable. 


          28)States that any person can request an audit in order to 








                                                                  AB 1027
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            determine whether any fee levied by a POU exceeds the amount 
            reasonably necessary to cover the costs to the utility of the 
            use of a utility pole or support structure.

          29)Requires the person requesting the audit to pay for the 
            direct costs associated with the audit. 


          30)States that the use of a utility pole or support structure by 
            a cable television corporation, 
            video service provider, or telephone corporation shall comply 
            with PUC General Order 95 and all other applicable provisions 
            of law.

          31)Makes findings and declarations that local publicly owned 
            electric utilities should provide access to utility poles and 
            support structures with a recovery of actual costs without 
            subsidizing for-profit service providers. 

          32)Specifies that the oversight of other requirements imposed by 
            POUs as a condition of providing the space or capacity is of 
            statewide concern, and therefore, this measure shall apply to 
            charter cities.



           EXISTING LAW  :

          1)Exempts locally owned electric utilities from federal 
            regulations of pole attachment rental rates.

          2)Mandates that pole rental rates must be just, reasonable, 
            nondiscriminatory and sufficient. 

          3)Defines "surplus space" as that portion of the usable space on 
            a utility pole which has the necessary clearance from other 
            pole users, as required by the orders and regulations of the 
            California Public Utilities Commission (PUC), to allow its use 
            by a cable television corporation for a pole attachment.

          4)Defines "usable space" as the total distance between the top 
            of the utility pole and the lowest possible attachment point 
            that provides the minimum allowable vertical clearance.

          5)Defines "annual cost of ownership" as the sum of the annual 








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            capital costs and annual operation costs of the support 
            structure which shall be the average costs of all similar 
            support structures owned by the public utility. 

          6)States the "basis for computation of annual capital costs" 
            shall be historical capital costs less depreciation.  The 
            accounts upon which the historical capital costs are 
            determined shall include a credit for all reimbursed capital 
            costs of the public utility.  It shall not include costs for 
            any property not necessary for a pole attachment.

          7)States "depreciation" shall be based upon the average service 
            life of the support structure.

          8)Mandates that a utility provide a cable television system or 
            any telecommunications carrier with nondiscriminatory access 
            to any pole, duct, conduit, or right-of-way owned or 
            controlled by it.

          9)States, under the Mitigation Fee Act, that in any action 
            imposing a fee as a condition of approval of a development 
            project by a local agency, the local agency shall determine 
            how there is a reasonable relationship between the amount of 
            the fee and the cost of the public facility or portion of the 
            public facility attributable to the development on which the 
            fee is imposed.

          10)Provides a time frame for notice relating to an increase or 
            change in fees levied under the Mitigation Fee Act and 
            establishes procedures for requesting an audit of those fees.

          11)States, under the Mitigation Fee Act, that any party may 
            protest the imposition of any fees, dedications, reservations, 
            or other exactions imposed on a development project by a local 
            agency by meeting both of the following requirements:

             a)   Tendering any required payment in full or providing 
               satisfactory evidence of arrangements to pay the fee when 
               due or ensure performance of the conditions necessary to 
               meet the requirements of the imposition.

             b)   Serving written notice on the governing body of the 
               entity, which notice shall contain all of the following 
               information:









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               i)     A statement that the required payment is tendered or 
                 will be tendered when due, or that any conditions which 
                 have been imposed are provided for or satisfied, under 
                 protest; and,

               ii)    A statement informing the governing body of the 
                 factual elements of the dispute and the legal theory 
                 forming the basis for the protest.


          12)States, under the Mitigation Fee Act, that compliance by any 
            party with filing a protest shall not be the basis for a local 
            agency to withhold approval of any map, plan, permit, zone 
            change, license, or other form of permission, or concurrence, 
            whether discretionary, ministerial, or otherwise, incident to, 
            or necessary for, the development project.

          13)Requires, under the Mitigation Fee Act, a protest filed to be 
            filed at the time of approval or conditional approval of the 
            development or within 90 days after the date of the imposition 
            of the fees, dedications, reservations, or other exactions to 
            be imposed on a development project.


          14)States, under the Mitigation Fee Act, that any person can 
            request an audit in order to determine whether any fee or 
            charge levied by a local agency that is a city, county, or 
            city and county exceeds the amount reasonably necessary to 
            cover the cost of any product, public facility, or service 
            provided.


          15)Specifies, under the Mitigation Fee Act, that the local 
            agency shall retain an independent auditor to conduct an audit 
            only if the person who requests the audit deposits with the 
            local agency the amount of the local agency's reasonable 
            estimated costs of the independent audit.


           FISCAL EFFECT  :  Unknown 

           COMMENTS  :   

          1)In 1978, to ensure that telephone companies and electric 
            utilities would not stifle the growth of the then-fledgling 








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            cable television industry by charging excessive rates for 
            essential pole attachments, Congress enacted the Pole 
            Attachment Act 1978 (the "Pole Attachment Act"). The Act added 
            a new Section 224 to the Communications Act of 1934 to 
            authorize the Federal Communications Commission (FCC) to 
            regulate the rates that utilities could charge cable 
            television systems for pole attachments.  The Act did not 
            require utilities to give cable operators access to their 
            facilities but merely limiting the rates they could charge if 
            they voluntarily chose to give such access.

            Municipal utilities' and co-ops' pole attachments are not 
            currently subject to the FCC's jurisdiction because they are 
            exempted from the federal Pole Attachment Act.

          2)On April 7, 2011, the FCC reformed its pole attachment rules 
            for regulated utilities to "streamline access and reduce costs 
            for attaching broadband lines and wireless antennas to utility 
            poles."

            The FCC recognized that "�r]ather than insisting upon a single 
            regulatory method for determining whether rates are just and 
            reasonable, courts and other federal agencies with rate 
            authority similar to its own evaluated whether an established 
            regulatory scheme produces 

            rates that fall within a 'zone of reasonableness.'  For rates 
            that fall within the zone of reasonableness, the agency rate 
            must undertake a 'reasonable balancing' of the 'investor 
            interest in maintaining financial integrity and access to 
            capital markets and the consumer interest in being charged 
            non-exploitative rates."

            The FCC also opened an inquiry into how the Commission could 
            work with other government entities and the private sector to 
            improve polices for access to other physical spaces where 
            wires and wireless broadband can be deployed, including 
            rights-of-way on other locations for wireless facilities.  

          3)Currently, local publicly owned electric utilities have the 
            sole discretion over the rates they charge communications 
            providers for pole attachments.  AB 1027 would create a 
            process for local publicly owned electric utilities to 
            determine pole attachment rates by multiplying the percentage 
            of the total usable space which is occupied by the pole 








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            attachment by the annual costs of ownership of the pole and 
            its supporting anchor.  In other words, this basis for 
            calculating the fee is equal to 7.45% (1 feet divided by 13.5 
            feet = 7.45).  However, it is unclear if this assumption would 
            allow the local publicly owned electric utilities full cost 
            recovery for pole attachment agreements since the bill places 
            a cap on the costs that can be recovered.  

            The provisions of this measure requiring a POU to determine 
            how there is a reasonable relationship between the amount of 
            the fee and the cost of the pole attachment, and the 
            provisions regarding notice, protest, and judicial remedy are 
            almost identical to what is required for cities and counties 
            to set development fee costs under the Mitigation Fee Act.  
            However, the one major difference is that AB 1027 creates a 
            specific methodology of how the fee is calculated and under 
            the Mitigation Fee Act the Legislature is silent on the 
            methodology and only requires the city or county to determine 
            the reasonable relationship.  The Committee may wish to 
            consider if the provisions regarding methodology are not 
            necessary and that the ultimate goal of reaching equity in the 
            fee can be reached by just requiring a reasonable relationship 
            test that can be challenged if necessary.  Moreover, since 
            municipal utilities are not subject to the Pole Attachment 
            Act, the Committee may wish to consider if it is appropriate 
            for the Legislature to come in now and regulate them on this 
            issue federal issue 33 years later.  

          4)According to the author, this bill creates a public and 
            transparent process for local publicly owned utilities and 
            irrigation districts to establish fair and reasonable pole 
            attachment rates.  Under the current process, cable and 
            telephone companies are often charged very different pole 
            attachment rates, for poles in similar locations, based solely 
            on whether or not the pole is owned by a local publicly owned 
            utility or investor owned utility.  

          5)Support arguments:  The sponsors of the bill, the California 
            Cable and Telecommunications Association (CCTA), claim that 
            "California local publicly owned electric utility pole 
            attachment rates are unilaterally set by the local governing 
            bodies, allowing them to act in a monopolistic manner without 
            any redress if the rate is clearly excessive.  CCTA believes 
            this bill is aimed at developing an open and transparent 
            process for the establishment of fees that comply with state 








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            requirements is essential for good government."


            Opposition arguments:  The Northern California Power Authority 
            and the California Municipal Utilities Association claim this 
            cap provision would not give them flexibility to determine 
            actual costs.  For instance, the POU/IOU costs exceed the cap; 
            they would essentially be subsidizing the cable or 
            telecommunication equipment provider.  According to the 
            Sacramento Municipal Utility District (SMUD), this bill would 
            prohibit POUs from recovering the costs associated with the 
            specialized attachments for cell phone antennas that are 
            placed on top of the utility poles resulting in higher costs 
            to SMUD ratepayers.

          6)This bill was heard in the Committee on Utilities and Commerce 
            on April 25, 2011, where it passed with a 13-0 vote.

           REGISTERED SUPPORT / OPPOSITION  :   

           Support 
           
          CA Cable & Telecommunications Association �SPONSOR]
          Comcast Cable

           Opposition 
           
          CA Municipal Utilities Association 
          City of Riverside 
          Northern CA Power Agency (unless amended)
          Modesto Irrigation District 
          Southern CA Public Power Authority 
          Turlock Irrigation District 




           Analysis Prepared by  :    Katie Kolitsos / L. GOV. / (916) 
          319-3958