BILL ANALYSIS                                                                                                                                                                                                    �          1





                SENATE ENERGY, UTILITIES AND COMMUNICATIONS COMMITTEE
                                 ALEX PADILLA, CHAIR
          

          SB 585 -  Kehoe                                   Hearing Date:  
          April 5, 2011              S
          As Amended:         March 29, 2011      FISCAL       B
                                                                        
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                                      DESCRIPTION
           
           Current law establishes the California Solar Initiative (CSI), a 
          $3.3 billion program which provides incentives for the 
          installation of solar photovoltaic (PV) systems for customers of 
          the state's investor-owned utilities (IOUs) and publicly owned 
          utilities (POUs).

           Current law  requires the California Public Utilities Commission 
          (CPUC), in implementing the CSI, to adopt incentive payments 
          that decline not less than an average of 7% per year which shall 
          be zero as of December 31, 2016 and to adopt performance-based 
          incentives (e.g. payments based on the amount of electricity 
          produced) all PV systems over 100 kilowatts (kW) and for half of 
          all systems over 30 kW.

           This bill  authorizes the CPUC to utilize accrued interest from 
          CSI funds to meet the incentive payments for non-residential 
          installations and to increase collections from electric 
          ratepayers for any remaining shortfalls in funding.

                                      BACKGROUND
           
          California Solar Initiative (CSI) - Effective in 2007, the CSI 
          calls for the installation of 3,000 megawatts (MW) of new, 
          solar-produced electricity by 2016. Targeted expenditures under 
          the CSI, funded by ratepayers, are $3.3 billion over ten years, 
          distributed among three distinct program components:

                 IOUs - $2.167 million/1940 MW for existing residential 
               homes, as well as existing and new commercial, industrial, 
               government, non-profit, and agricultural properties; 











                 New Solar Homes Partnership, $400 million/360 MW, 
               administered by the California Energy Commission and funded 
               by the Public Goods Charge for new residential homes; and 
                 POUs $784 million/700 MW.

          In July 2010, the CPUC reported that "three years into the 
          state's 10-year solar program, California is already 42 percent 
          of the way towards its general market program goal in the 
          territories of the IOUs. This figure included both projects 
          already installed and those holding reservations for incentives 
          and in the process of being installed. As of last summer, 
          California had over 600 MW of solar connected to the electric 
          grid at nearly 65,000 customer sites. Of the 598 MW of capacity 
          installed in investor-owned utility territories, 342 MW were 
          installed under the CSI Program at 31,000 sites, as well as 256 
          MW installed through other programs."

          Solar Level Incentive Design - The CSI Program is designed to be 
          responsive to economies of scale in the California solar market 
          - as the solar market grows, it was expected that solar system 
          costs would drop and incentives offered through the program to 
          decline. The CPUC divided the overall megawatt goal for the 
          incentive program into 10 programmatic incentive level steps 
          (aka buckets), and assigned a target amount of capacity in each 
          step to receive an incentive based on dollars per-watt or cents 
          per-kilowatt-hour. The MW targets in each incentive step level 
          are assigned to particular customer classes (residential, 
          commercial, and government/non-profit) and allocated across the 
          three IOU service territories, in proportion with each group's 
          contribution to overall state electricity sales.

          Once all the MW targets in a particular incentive step level are 
          reserved via a CSI application, which can occur at different 
          times for each customer class in each utility service territory, 
          the incentive level offered by the CSI Program automatically 
          reduces to the next lower incentive step level. This creates a 
          demand-driven incentive program that adjusts solar incentive 
          levels based on local solar market conditions.

          The CSI Program pays solar consumers their incentive either all 
          at once for smaller systems or over the course of five years for 
          larger systems. Smaller systems receive an upfront, 
          capacity-based incentive that is adjusted based on expected 
          system performance, called the Expected Performance-Based 










          Buy-down (EPBB). Larger systems receive incentives based on 
          their actual performance over the course of five years, called 
          the Performance Based Incentive (PBI).

          The purpose of the PBI was to create a greater incentive to 
          install a solar system in a way to maximize production and to 
          maintain the system to achieve optimum performance.

          Funding Shortfall - In the summer of 2010 the CPUC announced 
          that sufficient funding would not be available to meet the 
          capacity goals for non-residential solar PV installations.  To 
          address the shortfall, the CPUC suspended reservations for 
          non-residential installation on July 9th, 2010 so that it could 
          analyze the program status and take comment on how to address 
          the anticipated shortfall.  By July 28th the CPUC lifted the 
          suspension without a remedy for the shortfall.  Last fall 
          funding was depleted in the territories of PG&E and SDG&E when 
          non-residential installations hit step 8.  Edison is still at 
          step 7 and is expected to have to suspend installations later 
          this year.

          At its Sept. 23, 2010, business meeting, the CPUC unanimously 
          approved the transfer of $40 million from the CSI program's 
          administrative budget to the non-residential program.  It is 
          estimated that the shortfall is still as much as $200 million. 

          Shortfall Causes - Basically the CPUC budget which was adopted 
          four to five years ago didn't pencil out.  At the time the 
          budget was constructed the CPUC acknowledged that CSI budget 
          planning is complicated because of uncertainty from many sources 
          including how much electricity individual PBI systems would 
          actually produce and earn in incentive payments over the five 
          year PBI payment period and the rate of participation and 
          incentive payments for government and nonprofit entities.  
          Because non-profits and government entities are not eligible for 
          the 30% federal tax grants and credits, the CSI program has 
          provided incentive payments 15% higher than other commercial and 
          residential systems whose owners could take advantage of the 
          federal funding.  

          The most significant factor affecting the shortfall was likely 
          the decision of the CPUC to include a discount rate of 8% when 
          calculating the incentives for systems that would have to wait 
          five years to receive the full incentive payout under the PBI 










          mechanism. This adjustment was intended to ensure that customers 
          receiving PBI incentives would be indifferent to receiving an 
          upfront incentive versus an incentive paid out over five years.  
          However, a rate of 8%, the commencement of which coincided with 
          the timing of the recession, is questionable.

                                       COMMENTS
           
              1.   Author's Purpose  .  Funding for non-residential 
               incentives in the CSI's 10-tier'd, performance based 
               declining incentive program, is exhausted in two IOU 
               service territories - PG&E & SDG&E.  At the 8th tier 
               incentives make up about 5% of the total costs for 
               non-residential solar installation.  SB 585 is needed to 
               ensure that the goals of the program are met and seeks to 
               provide a means to identify additional funding for that 
               purpose.  

              2.   Will it Really Make a Difference  ?  The incentive 
               provided for systems in step 8 represents less than 5% of 
               the installed costs of a solar PV system.  Arguably this 
               amount should not affect the decision to install a system.  
               At steps 9 and 10 the amount will drop even more.  The true 
               impact for CSI participation comes from net metering and 
               the 30% federal tax grants and credits available.  However, 
               collectively, the funds necessary to cover buckets 8, 9, 
               and 10 is as much as $200 million.  Approximately $30 
               million is available from accrued interest leaving as much 
               as $170 million to be collected from electric ratepayers.

               The California Center for Sustainable Energy, which acts as 
               the administrator for SDG&E's customer programs, opines 
               that "�a]lteration to the incentive structure would 
               introduce uncertainty into the market and would likely have 
               a detrimental impact on the continued growth of 
               California's solar industry."  

              3.   Cost/Benefit Allocation  .  The Utility Reform Network 
               (TURN) has not opposed an additional collection to address 
               the shortfall but is concerned that the collection would be 
               assessed across the board on all ratepayers, including 
               residential, for a program incentive that would only 
               benefit non-residential customers.  They report that 
               residential ratepayers cover approximately 50% of the 










               collections but that "�w]hen the CPUC allocated the 
               incentives to the residential, non-residential, and 
               government/non-profit sectors, the original intent was that 
               about 33% of the incentives would fund residential systems, 
               about 47% would fund the commercial/industrial systems, and 
               about 20% would fund government/non-profit systems?"  To 
               correct the inequity TURN argues that revenues should be 
               "collected from customer classes in proportion to the 
               allocation of the incentives among customer classes" and 
               that any "incremental collections for funding the 
               nonresidential incentive steps shall be collected in rates 
               from non-residential customers only."

              4.   Will It Be Enough  ?  Several factors contributed to the 
               shortfall but it is troublesome that the CPUC did not hold 
               to its original July 9th decision to suspend reservations 
               until it could find a more equitable remedy than just 
               continuing the same funding levels and discount rates until 
               funds were exhausted.  The CPUC now has a proceeding open 
               to address the shortfall going forward but the outcome is 
               not clear.

               Should this bill pass it is not apparent that the CPUC 
               would address the causes of the shortfalls going forward or 
               just continue to use the additional fund revenue under the 
               same policies that contributed to the problem.  The author 
               and committee may wish to consider, as a condition of 
               additional funding, prohibiting the CPUC from using a 
               discount rate on the PBI through the end of the program.  
               This would help to ensure that the funds are used 
               judiciously. 

                                       POSITIONS
           
           Sponsor:
           
          California Solar Energy Industry Association
          Solar Alliance

           Support:
           
          AEE Solar, Inc.
          Coalition for Adequate School Housing
          KyotoUSA










          Mainstream Energy Corp.
          REC Solar, Inc.
          School Innovations & Advocacy
          Sharp Solar Electricity
          Solar Alliance
          SolarCity
          Solaria Corporation
          SPG Solar Inc.
          TerraVerde Renewable Partners
          The Vote Solar Initiative

           Oppose:
           
          The Utility Reform Network (unless amended)


          

          Kellie Smith 
          SB 585 Analysis
          Hearing Date:  April 5, 2011