BILL ANALYSIS                                                                                                                                                                                                    �



                                                                     SB 870
                                                                     Page  1


        (  Without Reference to File  )

        SENATE THIRD READING
        SB 870 (Padilla)
        As Amended  September 9, 2011
        Majority vote 

         SENATE VOTE  :39-0  
         
         NATURAL RESOURCES   5-4                                          
         
         ----------------------------------------------------------------- 
        |Ayes:|Chesbro, Brownley,        |     |                          |
        |     |Dickinson, Monning,       |     |                          |
        |     |Skinner                   |     |                          |
        |     |                          |     |                          |
        |-----+--------------------------+-----+--------------------------|
        |Nays:|Knight, Grove, Halderman, |     |                          |
        |     |Huffman                   |     |                          |
        |     |                          |     |                          |
         ----------------------------------------------------------------- 
         SUMMARY  :  Establishes the California Energy Innovation Program 
        (CEIP) for the purpose of funding energy-related research, 
        development, and demonstration (RD&D), contingent on reauthorization 
        of public goods charge (PGC) funding for RD&D.  Specifically,  this 
        bill  :

        1)Establishes CEIP as a successor to the California Energy 
          Commission's (CEC) Public Interest Energy Research Program (PIER). 
           CEIP's purpose is to fund RD&D projects that may lead to 
          technological advancement and breakthroughs to overcome the 
          barriers that prevent the achievement of the state's energy policy 
          goals.

        2)Requires the CEC to convene twice-yearly meetings of a 27-plus 
          member coordinating council consisting of:

           a)   The chair of the CEC, who serves as the chair of the 
             council.

           b)   One representative each from utilities, including Pacific 
             Gas and Electric, Southern California Edison, San Diego Gas and 
             Electric, Southern California Gas, and any participating 
             publicly owned utility.








                                                                     SB 870
                                                                     Page  2



           c)   One representative each from the Public Utilities Commission 
             (PUC), the Independent System Operator, the Air Resources 
             Board, and the PUC's Division of Ratepayer Advocates.

           d)   Two representatives each from the building industry, 
             consumer organizations, environmental organizations, 
             environmental justice groups, and research institutions, with 
             appointment divided between the Senate Rules Committee and the 
             Speaker of the Assembly.

           e)   Two representatives of clean energy businesses, 
             associations, or investors appointed by the Governor.

           f)   Two representatives of labor organizations appointed by the 
             Governor.

           g)   Two at-large members appointed by the Governor.

           h)   A Senator appointed by the Senate Rules Committee and an 
             Assembly Member appointed by the Speaker of the Assembly, who 
             may participate on the council to the extent participation is 
             not incompatible with their positions as legislators.

        3)Requires the council to annually identify energy barriers for 
          which CEIP funding is most warranted, identify opportunities for 
          leveraged funding, and make recommendations to avoid duplicative 
          funding of projects.

        4)Requires the CEC to spend CEIP funds for projects and program 
          implementation that results in a portfolio of awards that does all 
          of the following:

           a)   Is strategically focused and sufficiently narrow to make 
             advancement on the most significant barriers to achieving the 
             state's energy policy goals, including energy storage, 
             renewable energy and its integration into the electrical grid, 
             energy efficiency, integration of electric vehicles into the 
             electrical grid, accurately forecasting the availability of 
             renewable energy for integration into the grid, impacts of 
             energy generation, and other significant technological barriers 
             identified by the coordinating council.

           b)   Ensures that prior, current, and future RD&D projects are 








                                                                     SB 870
                                                                     Page  3


             not unnecessarily duplicated.

           c)   Invests in projects of California-based entities unless 
             there is a unique need that can be met only by an entity based 
             outside of California.

           d)   Results in a reasonably equitable distribution of awards to 
             various geographic regions of California.

           e)   Maximizes expenditure of funds for RD&D projects and 
             minimizes expenditure of funds for administration and overhead 
             costs.

        5)Permits a utility to receive CEIP funds only if it participates in 
          the program.

        6)Requires the CEC to adopt regulations, or modify existing 
          regulations, for the solicitation of award applications, 
          evaluation of applications, and award of funds.

        7)Requires the CEC, prior to awarding any CEIP funds, to establish a 
          process for tracking the progress and outcomes of each funded 
          project and terms for the state to accrue any intellectual 
          property interest or royalties that may derive from CEIP funding.

        8)Authorizes the CEC to solicit applications and award CEIP funds 
          using a sealed competitive bid, interagency agreement, or sole 
          source method.

        9)Requires uses of sealed competitive bid in all cases in which 
          project bids are specific enough to be evaluated against 
          solicitation criteria.

        10)Prohibits the CEC from awarding funds through sole source or 
          interagency agreement for a project for which funds could be 
          awarded through a sealed competitive bid.

        11)If an award cannot be made using competitive bid, authorizes the 
          CEC to award funds on a sole source basis when the cost to the 
          state is reasonable and the proposal is either unsolicited, 
          unique, or is a continuation of an existing, multi-phased project.

        12)Prohibits the CEC from making a sole source award, or a sole 
          source or interagency agreement, unless the CEC notifies the Joint 








                                                                     SB 870
                                                                     Page  4


          Legislative Budget Committee (JLBC) and relevant policy committees 
          at least 60 days prior to making the award, and the JLBC either 
          approves or does not disapprove the award with the 60 days.

        13)Provides that the provisions of the section containing these 
          bidding requirements are severable.

        14)Requires the CEC to give priority to California-based entities.

        15)Requires the CEC to submit an annual report to the Legislature 
          describing projects awards and outcomes of previously-funded 
          projects.

        16)Requires the CEC to establish procedures to protect confidential 
          or proprietary information in public reports.

        17)Repeals the requirement that the natural gas surcharge collected 
          by PUC-regulated gas utilities natural gas public purpose 
          programs, be remitted to the Board of Equalization (BOE), thereby 
          removing the availability of these monies for redirection by the 
          Legislature to the General Fund.

        18)Provides that existing PIER statutes apply to the expenditure of 
          PGC funds collected for RD&D before January 1, 2012.

        19)Provides that enactment of the bill is contingent on enactment of 
          AB 724 (Bradford), which reauthorizes the PGC, including 
          dedicating $75 million per year for eight years for RD&D.

         EXISTING LAW  :

        1)Requires electric utilities to collect until January 1, 2012 a 
          "nonbypassable" surcharge on bills based on electricity usage to 
          fund energy efficiency, renewable energy, and energy RD&D (i.e., 
          the "public goods charge").

        2)Establishes specific minimum annual collection amounts for the 
          three largest investor-owned utilities (Pacific Gas and Electric, 
          Southern California Edison and San Diego Gas and Electric) and 
          provides for adjustment according to the lesser of sales growth or 
          inflation:

           a)   $228 million for energy efficiency.









                                                                     SB 870
                                                                     Page  5


           b)   $65.5 million for renewable energy.

           c)   $62.5 million for RD&D.

        3)Provides the CEC at least $62.5 million per year to administer 
          PIER.   Funds are allocated by the CEC according general statutory 
          guidelines and more specific CEC-developed investment plans.  PIER 
          funds support investments in RD&D for energy technologies that 
          provide tangible benefits to the utility customers who fund the 
          program.  Collection of ratepayer funds for these and other 
          purposes, and the CEC's authority to spend the funds it 
          administers, is authorized until 2012.

        4)Requires gas utilities to collect a natural gas surcharge from 
          customers and remit the money to the BOE.  Requires natural gas 
          surcharge funds be used to fund low-income assistance, energy 
          efficiency and conservation activities, and public interest RD&D.

         FISCAL EFFECT  :  Unknown

         COMMENTS  :  As part of California's experiment with electric 
        deregulation, AB 1890 (Brulte), Chapter 854, Statutes of 1996, 
        required ratepayers to fund a variety of system reliability, 
        in-state benefit and low-income customer programs at specified 
        levels from 1998 through 2001.  This funding was intended to ensure 
        that these "public goods" programs continued (at least in the short 
        term) in the restructured electric industry.

        Among the public goods programs established by AB 1890 was public 
        interest energy RD&D.  Prior to awarding any of the money collected 
        from  ratepayers, the CEC was required to submit reports to the 
        Legislature describing the programs it would support and the levels 
        of support those programs would receive.  This original CEC 
        investment plan was adopted in 1997 and has been extended twice 
        since.  SB 1194 (Sher), Chapter  1050, Statutes of  2000, extended 
        the  collection of a public goods charge from ratepayers until 2012 
        and again required the CEC to develop investment plans for renewable 
        energy and public interest RD&D.  This bill creates a new RD&D 
        program to succeed PIER, contingent on enactment of PGC funding for 
        this purpose, which is in AB 724, pending in the Senate.

        Prior to enactment of AB 1002, (Wright), Chapter 932, Statutes of 
        2000, gas surcharge revenues used to fund public purpose programs 
        were collected and held by the gas utilities.  AB 1002, in part to 








                                                                     SB 870
                                                                     Page  6


        ensure that customers of non-PUC regulated gas pipeline companies 
        paid their fair share toward the gas public purpose programs, 
        required all gas surcharge monies from all companies to be remitted 
        to the BOE.  The BOE would then return the funds to the gas 
        companies to carry out the public purpose programs.  The 2010-11 
        Budget Act includes a transfer of $155 million from these natural 
        gas surcharge funds to the General Fund.  The gas provisions of this 
        bill return the handling of gas surcharge funds by the utilities to 
        the pre-AB 1002 process, so the funds could not be appropriated to 
        the General Fund.  The non-PUC regulated gas companies would still 
        remit surcharge revenues to the BOE.

        The council created by this bill has an indeterminate number of 
        members and no provision for appointment of the non-governmental 
        members other than self-selection.  In addition to the 27 members 
        designated in the bill, the bill gives a seat to any "participating" 
        publicly-owned utility (POU).  The bill does not define 
        "participate," so it's conceivable that any POU contributing funds, 
        seeking awards, or even just showing up to a meeting could appoint 
        itself to the council.  There are about 45 electric POUs in 
        California.  It's not clear how the council would make decisions, 
        what authority it has, or what authority the CEC has over it, but to 
        the extent the council would have any influence over the CEC's 
        decisions regarding expenditure of CEIP funds, it seems 
        inappropriate that it could be dominated by self-appointed utility 
        representatives, including POUs that don't even contribute funds to 
        the program.


         Analysis Prepared by  :    Lawrence Lingbloom / NAT. RES. / (916) 
        319-2092 
                                                                  FN: 0002911