BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  SB 1207
                                                                  Page  1

          Date of Hearing:   August 8, 2012

                        ASSEMBLY COMMITTEE ON APPROPRIATIONS
                                Felipe Fuentes, Chair

                    SB 1207 (Fuller) - As Amended:  May 25, 2012 

          Policy Committee:                              
          UtilitiesVote:12-0

          Urgency:     No                   State Mandated Local Program: 
          No     Reimbursable:              No 

           SUMMARY  

          This bill authorizes Investor Owned Utilities (IOUs) to take 
          certain actions regarding participants in the California 
          Alternative Rates for Energy (CARE) program whose usage exceeds 
          400% or 600% of baseline in any monthly billing cycle.  
          Specifically, this bill: 

          1)Authorizes IOUs to undertake the following, pursuant to 
            procedures adopted by the Public Utilities Commission (PUC), 
            with respect to CARE customers whose usage exceeds 400% of 
            baseline.

             a)   Require proof of income eligibility. 

             b)   Require participation in an energy savings assistance 
               program that includes a residential energy audit, and 
               condition continued enrollment in CARE on this 
               participation. 

             c)   Require notification as to whether the residence is 
               rented and identify the landlord. The IOU may share any 
               evaluation and recommendation relative to the residential 
               structure that is made as part of an energy audit with the 
               landlord of the CARE customer. 

          2)Requires IOUs to implement (1)(b) and (1)(c) above for CARE 
            customer whose usage exceeds 600% of baseline. 

          3)Authorizes IOUs, pursuant to procedures adopted by the PUC, to 
            remove the CARE customer from the program if, after the 
            completion of a residential energy audit, the customer's 








                                                                  SB 1207
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            monthly usage continues to exceed 600% of baseline. 
             
           FISCAL EFFECT  

          One-time special fund costs of about $150,000 for one position 
          to reopen the current 2012-2014 CARE and Energy Savings 
          Assistance Program proceeding in order to specifically address 
          provisions in this bill relating to gas corporations and 
          landlords, �Public Utilities Reimbursement Account].
           
          COMMENTS  

           1)Purpose  .  According to the author, "SB 1207 seeks to reduce 
            the amount of costs that are shifted to non-CARE customers by 
            reducing the fraud within the program and providing incentives 
            to CARE customers to conserve.  It maintains the essence of 
            the CARE program for those low-income individuals who are 
            legitimately qualified for the program and provides the 
            utilities with a tool to recognize and identify high energy 
            users who may need energy efficiency assistance."
                
          2)CARE program  offers income-qualified customers a discount of 
            20% or more off their monthly gas and electric bill at their 
            primary residence. The program is fully funded by a surcharge 
            paid by non-CARE customers. Qualifications for the discount 
            are based on household size and annual income. Utility 
            customers can enroll by self-certifying through the utility's 
            website, mail, or over the telephone.  Customers may be 
            automatically enrolled in CARE if they are enrolled in a 
            public assistance program such as Medicaid, Medi-Cal, or 
            Temporary Assistance for Needy Families (TANF). 

            Due to the large number of CARE customers, the IOUs conduct 
            post-enrollment verification (PEV) annually for one to five 
            percent of the enrolled CARE customers.  These customers are 
            selected either randomly or based on a computer-stratified 
            selection model that targets certain customers.  In some 
            cases, nearly half of customers fail to respond to the PEV in 
            a timely basis, which ultimately results in their termination 
            from the CARE program. 

            In 2011, PG&E conducted PEV on 161,000 (11%) of CARE 
            customers. According to their data, about 42% of customers who 
            go through the PEV process are removed from CARE.  Reasons for 
            termination range from documentation showing they are 








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            ineligible, requests to be removed instead of providing 
            qualifying documentation, and failure to respond.  The IOUs 
            and other stakeholders presented evidence in the 2012-2014 
            CARE Budget Applications proceeding suggesting that a small 
            percentage of customers may be consuming large amounts of 
            energy under the CARE rate for illegitimate reasons.  A PUC 
            Proposed Decision, issued on May 4, 2012, orders IOUs to 
            implement program changes that are similar to those contained 
            in this bill. 

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