BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  SB 1268
                                                                  Page  1

          Date of Hearing:   June 18, 2012

                    ASSEMBLY COMMITTEE ON UTILITIES AND COMMERCE
                               Steven Bradford, Chair
                     SB 1268 (Pavley) - As Amended:  May 1, 2012

           SENATE VOTE  :   33-0
           
          SUBJECT  :   Energy: energy conservation assistance

           SUMMARY  :   SB 1268 extends the operation of two existing energy 
          efficiency loan program for local jurisdictions.  Specifically, 
           this bill  :   

          1)Extends the sunset date, from January 2013 to January 2028, of 
            the existing Energy Conservation Assistance Account (ECAA) at 
            the California Energy Commission (CEC).

          2)Extends the sunset date, from January 2016 to January 2028, of 
            the existing Local Jurisdiction Energy Assistance Account 
            (LJEAA) at the CEC.

          3)Expands the scope of the use of the funds to include reducing 
            peak electricity demand.

          4)Expands the definition of a local government to include a 
            joint powers authority.

          5)Requires the CEC to establish loan rates of not less than 1% 
            for the LJEAA loans.

          6)Specifies requirements for unexpended funds:

             a.   Funds from bond sales shall remain in the ECAA account.  
               Once bond obligations are satisfied, unexpended funds are 
               to revert to the General Fund.
             b.   Funds from the federal American Recovery and 
               Reinvestment Act (ARRA) of 2009 (Public Law 111-5) 
               remaining in the ECAA account on January 1, 2028, are to 
               revert to the Federal Trust Fund.
             c.   Funds from the LJEAA are to revert to the Petroleum 
               Violation Escrow Account.

          1)Specifies that unexpended funds in the ECAA account, 
            appropriated from the Renewable Resources Trust Fund (RRTF) 
            are to be available for appropriation by the Legislature to be 
            used for the benefit of ratepayers.






                                                                  SB 1268
                                                                  Page  2

           EXISTING LAW  :

          1)Establishes loan programs to fund energy efficiency 
            improvements at facilities used by local governments. (25410 
            and 25422 Public Resources Code)

          2)Establishes the CEC as the administrator of those loan 
            programs.

           FISCAL EFFECT  :   Unknown

           COMMENTS  :   

           1)Author's Statement.   ECAA was established in 1979 and has 
            offered low interest loans (3%) to local governments, school 
            districts, and hospitals to improve their energy efficiency 
            for over three decades.  Likewise, the LJEAA was founded in 
            1986 and offers loans to local jurisdictions to reduce energy 
            costs.  ECAA and LJEAA are set to sunset on January 1, 2013 
            and January 1, 2016, respectively.  
             
            ECAA has a proven track record since its inception, has funded 
            more than 800 loans, allowing local jurisdictions to install 
            new lighting systems, efficient pumps and motors, automated 
            energy management systems, replace heating and air condition, 
            and much more.  It can provide loans of up to $3 million with 
            interest rates as low as 3%.  SB 1268 will extend ECAA and 
            LJEAA until January 1, 2028, thereby ensuring that these 
            beneficial programs can continue to help California meet its 
            energy usage goals and save taxpayer funds.
           
          2)ECAA and LJEAA Loans for Energy Efficiency  .  ECAA, which 
            sunsets in 2013, was established more than 30 years ago by the 
            Energy Conservation Assistance Act of 1979 and is one of the 
            oldest of California's many programs designed to reduce 
            statewide energy consumption through energy efficiency 
            measures.  The program makes low-interest loans to cover up to 
            100 percent of a project with a maximum repayment term of 15 
            years.  A loan repayment amount cannot exceed the estimated 
            energy savings from a funded project.  

            Funding for ECAA loans has been from a variety of sources over 
            the years, including the General Fund and tax-exempt revenue 
            bonds.  In 2009, ARRA provided $25 million to CEC for ECAA 
            loans, to supplement approximately $34 million in ARRA funds 
            that CEC awarded as grants to 279 small cities and counties 
            for energy efficiency projects.  SB 679 (Pavley, 2011) 
            appropriated an additional $25 million to CEC for ECAA loans.  





                                                                  SB 1268
                                                                  Page  3

            That $25 million originated as ratepayer funds deposited into 
            the RRTF and was part of the $50 million transferred by SB 77 
            (Pavley, 2010) from the RRTF to the California Alternative 
            Energy and Advanced Transportation Financing Authority 
            (CAEATFA) within the State Treasurer's Office for a Property 
            Assessed Clean Energy (PACE) loan program that has since been 
            put on hold for residential energy efficiency loans.

            The LJEAA program, which was established in 1986 and sunsets 
            in 2016, is substantially similar to the ECAA program but has 
            funding from a one-time appropriation from the federal 
            Petroleum Violation Escrow Account, which was funded by a 
            federal settlement with oil companies for overcharging 
            customers in the 1970s.  In addition to different sunset 
            dates, program differences include that LJEAA loans are 
            available to any "local jurisdiction" defined to include a 
            joint powers authority, while ECAA loans are available to any 
            "unit of local government" not including a joint powers 
            authority.   

           3)Need for the programs  .  According to the U.S. Environmental 
            Protection Agency, "upfront costs of energy efficiency 
            retrofits can present a barrier to improving energy efficiency 
            in school buildings.  However, delaying energy efficiency 
            improvements can also be costly: an activity not undertaken 
            can result in increased operating costs."

           4)Program History  .  According to CEC, these two programs have 
            made loans to more than 771 entities totaling more than $267 
            million, with about 58% of the total loan amount going to 
            local governments, 12% to K-12 public schools, 10% to public 
            colleges, 10% to hospitals and public care facilities, and 2% 
            to special districts.  Since 2000, the programs have provided 
            $130 million in loan funds for lighting (32%), LED traffic 
            signals (6%), HVAC (27%), renewables (18%), self-generation 
            (13%) and other miscellaneous improvements (4%). 

           5)Program Quality Controls .  Existing law authorizes the CEC to 
            contract and provide grants for performing services for 
            eligible loan recipients, including feasibility analysis, 
            project design, field assistance, and operation and training.  
            According to CEC, each project applicant receives a technical 
            evaluation and feasibility study to ensure that the project is 
            realistic and has baseline information to monitor energy 
            savings.  Inspections are conducted during project 
            construction, prior to payment of the final 10% of the loan, 
            and after project completion to verify energy savings.






                                                                  SB 1268
                                                                  Page  4

           6)Program Results and Distribution of Loans  .  The CEC maintains 
            a comprehensive database on the recipients of ECAA loans, the 
            amount of the loans, and energy efficiency improvements made 
            as a result of the loans.  It is not clear whether the CEC has 
            established criteria to ensure that loan funds are distributed 
            equitably throughout the state or whether the CEC has 
            prioritized distribution of the loans in areas with high 
            summer peak electricity demand or limited availability of 
            natural gas.

             The author may wish to consider an amendment directing the CEC 
            to take steps to perform loan solicitations in a manner that 
            results in an equitable distribution of loans statewide, 
            prioritizes awards to regions with high summer peak loads or 
            have electrical or natural gas system distribution 
            constraints; and place an emphasis on offering these loans in 
            disadvantaged communities.
             
           7)Current Account Status  .   According to CEC, ECAA currently has 
            about $30 million in unrestricted accounts, with loan 
            applications for about $12 million now under review.  CEC 
            staff predicts that, with additional loan applications coming 
            in, remaining funds are likely to be encumbered by the end of 
            2012. 

           8)Ratepayers unaffected.   Southern California Edison points out 
            in its support letter for this bill that the program has 
            provided financing through measures that do not require 
            ratepayer funding.  Similarly, the South San Joaquin 
            Irrigation District points out in their support letter that 
            revenue bond funding is used to support energy efficiency 
            upgrades.

           REGISTERED SUPPORT / OPPOSITION  :

           Support 
           
          League of California Cities
          Natural Resources Defense Council (NRDC)
          San Diego Gas & Electric Company (SDG&E)
          Sempra Energy Utilities
          South San Joaquin Irrigation District (SSJID)
          Southern California Edison (SCE)
          Southern California Gas Company (SoCalGas)

           Opposition 
           
          None on file.





                                                                  SB 1268
                                                                  Page  5


           Analysis Prepared by  :    Susan Kateley / U. & C. / (916) 
          319-2083