BILL ANALYSIS                                                                                                                                                                                                    �          1





                 SENATE ENERGY, UTILITIES AND COMMUNICATIONS COMMITTEE
                                  ALEX PADILLA, CHAIR
          

          SB 410 -  Wright                                  Hearing Date:  
          May 3, 2011                S
          As Introduced: February 16, 2011        FISCAL           B
                                                                        
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                                       DESCRIPTION
           
           Current law  that sunsets January1, 2012, requires the State Energy 
          Resources Conservation and Development Commission (CEC) to develop, 
          implement, and administer a program to fund public interest energy 
          research, development and demonstration (RD&D) activities that, as 
          determined by the CEC, are not adequately provided for by 
          competitive and regulated markets.   

           Current law  establishes the goal of the CEC's RD&D program, known 
          as the Public Interest Energy Research program (PIER) as 
          developing, and helping bring to market, energy technologies that 
          provide increased environmental benefits, greater system 
          reliability, lower system costs, and tangible benefits to electric 
          utility customers.

           Current law  requires the CEC to give preference to California-based 
          entities when awarding PIER grants.

           Current law  authorizes CEC, if it determines that it is in the best 
          interest of the state, to spend PIER funds with sole course 
          contracts and interagency agreements and authorizes CEC to contract 
          with outside entities for technical, scientific and administrative 
          services, provide awards to any individual or entity for planning, 
          implementation, and administration of projects or programs, 
          establish multiparty agreements, and make advance payments for 
          subcontractors.

           Current law  authorizes CEC to negotiate with PIER grant recipients 
          for the state to collect an equitable share of rights in any 
          intellectual property derived as a result of PIER-funded research.  












           This bill  would extend these provisions until 2022.  

           Current law  that sunsets January 1, 2012, requires the CPUC to 
          require each investor owned utility (IOU) to assess as a ratepayer 
          surcharge, commonly known as the Public Goods Charge (PGC), $228 
          million per year for energy efficiency and conservation activities, 
          $65.5 million for renewable energy, and $62.5 million per year for 
          RD&D.

           This bill  would extend these provisions until 2022.
                                             
                                       BACKGROUND
           
          The Public Goods Charge and PIER - The PGC was established by AB 
          1890 (Brulte, 1996), which deregulated electricity markets.  The 
          bill directed the three large IOUs - San Diego Gas and Electric 
          Company, Southern California Edison Company, and Pacific Gas and 
          Electric Company - to collect from ratepayers as a nonbypassable 
          system benefits charge including $228 million per year for energy 
          efficiency and conservation activities, $65.5 million for renewable 
          energy, and $62.5 million for research, development and 
          demonstration, with amounts subject to annual adjustment. The $62.5 
          million for research is about 18 percent of the total PGC.

          AB 1890 also established the PIER program, with the PGC as its sole 
          source of funding, because of a concern that the IOUs would no 
          longer fund energy research in a deregulated competitive market and 
          that overall energy research by the private sector and federal 
          government was in decline.  CEC is required to award PIER grants to 
          fund research projects that "advance science or technology" and are 
          "not adequately provided for by competitive and regulated energy 
          markets" with the goal to develop, and help bring to market, energy 
          technologies that provide increased environmental benefits, greater 
          system reliability, lower system costs, and tangible benefits to 
          electric utility customers.  Subsequent legislation in 2000 (SB 
          1194, Sher) and 2006 (SB 1250, Sher) requires PIER to fund RD&D on 
          advanced electricity generation, climate change and the 
          environment, energy efficiency and demand-response strategies that 
          reduce demand, renewable energy, transmission and distribution of 
          power, and transportation.  AB 2267 (Fuentes, 2008) requires CEC to 
          give preference to "California-based entities" when awarding PIER 
          grants.  

          Natural Gas PIER Program - The CEC also administers, in tandem with 
          the electric PIER program, a public interest energy research 









          program funded by a surcharge on natural gas ratepayers at an 
          annual level of $24 million.  AB 1002 (Wright, 2000) gave the CPUC 
          authority for the natural gas program, but the CPUC, by decision, 
          appointed the CEC to administer in it, although the University of 
          California also was considered a potential administrator.  The CPUC 
          adopts an annual resolution approving the CEC's award of natural 
          gas research funds.  In the 2004 resolution, CPUC stated that 
          "after four years" it would assess the program, a review the CPUC 
          commenced in 2010 and is still ongoing.

          Total Funds of $700 Million - Through 2010, the CEC had awarded 
          nearly $700 million in ratepayer funds for research under the 
          electric and natural gas PIER programs, which the CEC estimates has 
          resulted in billions of dollars in savings to ratepayers, 
          particularly from energy efficiency standards for buildings and 
          appliances to which PIER research contributed.  CEC points to, for 
          example, $912 million in annual savings from television standards, 
          $90 million from external power supply standards, and $5.4 million 
          from residential furnace fan standards.  PIER funds also leverage 
          other research dollars, according to CEC, by providing critical 
          matching funds for recipients, averaging about $1.50 for every $1 
          in PIER funds.  The CEC also claims that existing funding for RD&D 
          is inadequate, pointing to 48 project proposals totaling $30 
          million that were rejected in the last two years for lack of funds 
          even though they passed technical merit and had potential to 
          advance technologies and provide public benefits.

          Publicly Owned Utilities - SB 1890 also required the publicly owned 
          utilities (POUs) to collect a PGC, in an amount commensurate with 
          the IOUs' PGC.  The POUs were given discretion to use their PGC to 
          fund any or all of energy efficiency, renewable energy, public 
          interest energy research, and rate discounts and other programs for 
          low-income customers.  POUs do not remit their funds to the CEC but 
          instead independently administer their own programs.  Some POUs 
          have been awarded PIER funds for RD&D.

          State Coordination of Energy Research - Prior to 1996, IOUs 
          conducted RD&D with funding recovered through rates approved by the 
          CPUC.  Law in effect at the time required an annual coordinating 
          meeting among state entities involved in energy RD&D, including the 
          Electric Power Research Institute, Natural Gas Research Institute, 
          IOUs, POUs, state energy officials and representatives of 
          environmental and consumer groups. After PIER was established, the 
          CPUC limited IOU rate recovery of RD&D costs, and the law requiring 
          the annual coordinating meeting was repealed.










          SB 1038 (Sher, 2002) requires CEC to convene a PIER advisory board 
          with representatives from the CPUC, consumer and environmental 
          organizations, utilities, and legislators, and requires it to make 
          recommendations to guide CEC's award of PIER funds.  The board met 
          in 2008, November 2010, and March 2011.  Minutes of the last two 
          meetings reveal an expression from members of uncertainty as to the 
          board's authority and purpose and a desire to see PIER funding more 
          strategically focused.  In addition to the board, CEC has 
          established an extensive network of informal collaboratives and 
          advisory committees that provide input on award of PIER funds.  CEC 
          also has some limited informal coordination with the CPUC and ARB, 
          which each separately administer energy research programs.

          Prior Reviews of PIER - SB 1038 (Sher, 2002) required an 
          independent review of PIER, which was conducted by the California 
          Council on Science and Technology.  The council's final report in 
          2005 recommended that PIER needed a clearly articulated strategic 
          plan with objectives and priorities for meeting the state's future 
          energy needs and that CEC should develop a new governance 
          structure, including an option for administration outside of CEC.  
          A 2009 Department of Finance audit concluded that CEC had not 
          adequately responded to prior recommendations to improve PIER 
          governance and reduce overhead and administrative costs. These 
          issues also were addressed in hearings held by this committee on 
          August 10, 2010, and March 1, 2011.

          LAO Report - The Legislative Analyst's Office (LAO), which reviews 
          all PIER sole-source contracts, recently conducted an independent 
          review of PIER and issued a report in January 2011.  LAO concluded 
          that CEC has not demonstrated a substantial payoff in ratepayer 
          benefits from the more than $700 million in PIER-funded research 
          since 1996 and challenged the energy savings that CEC attributes to 
          PIER-funded research leading to the state building and appliance 
          standards.  Nonetheless, LAO concluded that continued investment by 
          the private sector and the state in public interest energy research 
          is necessary if California is to make the technological 
          breakthroughs that will enable it to achieve its ambitious state 
          energy goals.  LAO proposed three potential approaches for 
          reforming the state's role in energy research:

             1.   Continue the PGC and PIER under CEC but improve the 
               strategic focus of research funded;
             2.   Discontinue the PGC and PIER and instead direct utilities 
               to conduct their own research programs and recover their 









               research costs in rates; and
             3.   Continue the PGC but discontinue PIER and instead direct 
               utilities to conduct their own research programs with input 
               from a new coordinating council with representatives of state 
               energy officials.

          PGC for Energy Efficiency - The $228 million of the PGC for energy 
          efficiency is not dedicated by statute for any particular program.  
          The funds are retained by the IOUs and become the base of the 
          budgets for their energy efficiency programs approved in three-year 
          cycles by the CPUC and supplemented with funding from rates.  The 
          IOUs' total annual energy efficiency program cost is about $1 
          billion.   

          PGC for Renewable Energy - The $65.5 million of the PGC for 
          renewable energy is deposited into the RRTF, with 20 percent 
          allocated to the Existing Renewables program, 79 percent to the 
          Emerging Renewables program, and 1 percent to Consumer Education.  
          Since 2007, the RRTF funds the New Solar Homes Partnership.  CEC 
          administrative costs for RPS also are paid from the RRTF.

                                         COMMENTS
           
              1.   Author's purpose  .  According to the author, the primary 
               purpose of this bill is to re-authorize the PGC. Although the 
               bill as introduced extends all three programs until 2022 
               without substantive change, the author anticipates making 
               further amendments to the bill that may help shape the 
               discussion as this effort moves forward.  The author states:  
               "In view of the changes that have occurred in the regulation 
               of California's energy markets in the years since these 
               programs were first enacted, it has become evident that the 
               role of the CPUC in overseeing utility research and 
               technological development should be re-examined and 
               strengthened.  Similarly, the ratepayer benefits derived from 
               energy efficiency programs funded by the PGC need to be 
               revisited.  I ask for the support of the Committee to move 
               this bill along as these negotiations continue."

              2.   Related Legislation  .  SB 35 (Padilla) repeals the PGC and 
               statutory authority for all programs funded by it and 
               establishes a new California Energy Research and Technology 
               program for funding energy research.  It is scheduled for 
               hearing in this committee on May 3.










                     AB 723 (Bradford) extends sunset on public goods charge 
                 and PIER for four years to 2016.  It passed the Assembly 
                 Committee on Utilities and Commerce 10-0 and is in the 
                 Assembly Committee on Natural Resources. 

                     AB 1303 (Williams) extends the PIER program for eight 
                 years until 2020.  It passed the Assembly Committee on 
                 Utilities and Commerce 10-0 and is in the Assembly Committee 
                 on Natural Resources. 
                                             
                                       POSITIONS
           
           Sponsor:
           
          Author

           Support:
           
          California Biomass Energy Alliance (with amends)
          California Energy Efficiency Industry Council
          South Coast Air Quality Management District
          University of California

           Oppose:
           
          California Manufacturers & Technology Association

          Jackie Kinney 
          SB 410 Analysis
          Hearing Date:  May 3, 2011