BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  SB 939
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          Date of Hearing:   August 17, 2011

                        ASSEMBLY COMMITTEE ON APPROPRIATIONS
                                Felipe Fuentes, Chair

                   SB 939 (Wright) - As Amended:  August 15, 2011 

          Policy Committee:                              
          UtilitiesVote:12-0 (Consent)

          Urgency:     No                   State Mandated Local Program: 
          No     Reimbursable:              

           SUMMARY  

          This bill repeals the requirement that the surcharge on 
          ratepayers, collected by investor-owned gas utilities regulated 
          by the Public Utilities Commission (PUC) for 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.

           FISCAL EFFECT  

          For 2010, surcharge revenues from the investor-owned utilities 
          (IOUs)-PG&E, San Diego Gas and Electric (SDG&E), and Southern 
          California Gas Company (SoCalGas)-totaled $553 million, while 
          surcharge revenues from customers of non-PUC regulated 
          interstate pipeline companies totaled only $660,000. Repealing 
          the requirement for IOUs to remit the surcharge to the BOE 
          should thus save the vast majority of the BOE's administrative 
          charges for this activity, which is paid out of surcharge 
          revenues and budgeted at $667,000 for 2011-12. Other savings to 
          the gas surcharge account, which would have to be offset by 
          contributions from other state funds, are the annual 
          contribution toward general state administrative expenses ("pro 
          rata"), currently $4 million, and for development of the state's 
          new accounting system (FI$CAL), currently $2.3 million.

          Most significantly, however, the bill removes the Legislature 
          discretion over these funds, as was exercised as part of this 
          year's budget (see below).

           COMMENTS  









                                                                  SB 939
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           Background and Purpose  . Proceeds from the natural gas surcharge 
          are used to fund assistance to low-income ratepayers, energy 
          efficiency and conservation activities, and public interest 
          research and development. Prior to enactment of AB 1002 
          (Wright)/Chapter 932 of 2000, surcharge revenues were collected 
          and held by the gas utilities. AB 1002, in part to 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.  SB 939 returns the 
          handling of gas surcharge funds by the IOUs to the pre-AB 1002 
          process. The non-PUC regulated gas companies would still remit 
          surcharge revenues to the BOE.

          As part of the Legislature's efforts to close the state's 
          massive General Fund budget gap, the 2010-11 Budget Act includes 
          a transfer of $155 million from natural gas surcharge funds to 
          the General Fund. This bill is intended to stabilize and 
          maintain the integrity of the public purpose programs by 
          ensuring that these funds would no longer be available for 
          another purpose.

          The IOUs strongly support the bill, arguing that the recent 
          diversion of surcharge monies, and the continuing potential for 
          future diversions, negatively impact programs that create green 
          jobs, help the state meet its AB 32 goals, and provide benefits 
          to gas customers who pay the surcharge.

           As a result of the budget action, SDG&E is estimating a $15 
          million shortfall in its energy efficiency program. 
          Consequently, they are no longer providing gas rebates or 
          incentives to commercial/industrial customers and have 
          discontinued incentives for water heaters and natural gas 
          furnaces for residential customers.

          The California Energy Efficiency Industry Council, an 
          association of more than 50 non-utility companies providing 
          energy efficiency products and services is also supporting, as 
          is the California Chamber of Commerce.

           Analysis Prepared by  :    Chuck Nicol / APPR. / (916) 319-2081 











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