BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  AB 1434
                                                                  Page  1

          Date of Hearing:   May 14, 2014

                        ASSEMBLY COMMITTEE ON APPROPRIATIONS
                                  Mike Gatto, Chair

                   AB 1434 (Yamada) - As Amended:  April 24, 2014 

          Policy Committee:                             Utilities and  
          Commerce     Vote:                            9-5

          Urgency:     No                   State Mandated Local Program:  
          No     Reimbursable:              

           SUMMARY  

          This bill requires the Department of Community Services and  
          Development (CSD), in collaboration with the Board of  
          Equalization (BOE) and relevant stakeholders, to develop a plan  
          to fund and implement the Low-Income Water Rate Assistance  
          Program by January 1, 2016 as specified.  Specifically, this  
          bill:

          1)Requires investor- and publicly-owned water service providers  
            to offer a discount or subsidy to eligible low-income  
            residential water ratepayers who enroll in the program.

          2)Authorizes CSD to collect documentation from ratepayers  
            demonstrating program eligibility (income equal to or less  
            than 200% of the federal poverty level guidelines).

          3)Limits a water rate discount or subsidy to 20% of the  
            ratepayer's total bill or $60 per month, whichever is less.

          4)Creates the Low-Income Water Rate Assistance Fund in the State  
            Treasury, and designates monies deposited in this fund for the  
            purposes of this program.

          5)Requires CSD to implement the program by January 1, 2017 if  
            the funding has been identified and appropriated.

           FISCAL EFFECT  

          1)Unknown, significant cost pressures or cost shifts,  
            potentially in the millions of dollars, to fund and implement  
            the water rate assistance program.








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          2)Increased GF costs to CSD in the $350,000 range over a  
            two-year period to conduct the feasibility study and develop  
            the rate assistance program.   Unknown ongoing implementation  
            costs for CSD.

          3)Minor and absorbable costs to the PUC to participate in the  
            development of the plan and unknown increased costs to ensure  
            proper compliance with the rate assistance program for  
            investor-owned water utilities should the CSD Department  
            establish the program.

          4)Minor, absorbable costs for the BOE.

           
          COMMENTS  

           1)Purpose.   In 2012, AB 685 (Eng) declared it the established  
            policy of the state that every human being has the right to  
            safe, clean, affordable, and accessible water adequate for  
            human consumption, cooking, and sanitary purposes. All  
            relevant state agencies, including the Department of Water  
            Resources, the State Water Resources Control Board, and the  
            State Department of Public Health, are required to consider  
            this state policy when revising, adopting, or establishing  
            policies, regulations, and grant criteria.

            According to the author, without a mandate to operate  
            low-income rate relief programs, the majority of water service  
            providers have not provided assistance, leaving the majority  
            of low-income Californians without assistance.  

           2)Background.    This bill, in part, is a result of the struggle  
            between the community of Lucerne (Lake County) and the  
            investor-owned water utility (IOU) Cal Water. In July 2012,  
            Cal Water filed a request with the California Public Utilities  
            Commission (PUC) for a water rate increase of 77% over three  
            years to ratepayers in Lucerne, one of Lake County's most  
            disadvantaged communities. The average resident's water bill,  
            according to local news accounts, would have doubled from  
            $62.85 to $124.22 per month.  Lucerne is an area with a median  
            annual household income of approximately $25,000 as opposed to  
            the statewide median annual income of approximately $61,000.  
             
            A recent pending settlement between PUC and Cal Water would  








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            not drastically increase water rates in Lucerne. However, over  
            recent years, Lucerne has been subject to large rate  
            increases. In 2005, Cal Water sought a 247% rate increase,  
            receiving PUC approval for a 120% rate increase. In 2009, Cal  
            Water requested an increase of 54.9%, and received approval  
            for an increase of 41.8%. 

            The US Environmental Protection Agency (EPA) and the  
            California Department of Public Health use a "water  
            affordability threshold" to factor in variable costs of living  
            across California. For example, at a threshold of 1.5%, a  
            household at the California median income of $61,000 would not  
            be expected to pay over $915 per year for water  
            ($76.25/month). Households with water bills exceeding this  
            threshold are considered to be paying a cost that is  
            unaffordable and a "high burden."  In the case of Lucerne, it  
            is estimated an affordable monthly bill would be $32.50 or  
            less. In reality, the average bill is $85 - about 2.5 times  
            the affordable amount. 
           
          3)Water Services Providers.   The PUC is charged with ensuring  
            California's 115 investor-owned water utilities and 14  
            investor-owned wastewater utilities provide safe and reliable  
            water to customers at reasonable rates. Water utilities  
            regulated by the PUC deliver water service to about 16% of the  
            state's population.   
                
            The remaining water customers in California are served by  
            publicly-owned utilities (POU) (cities, water districts, and  
            mutual water companies), which are self-regulated and not  
            under PUC jurisdiction.   POUs must restrict water rates to  
            the cost of service.  It is unclear how POUs will be able to  
            offer rate assistance without violating special tax and fee  
            laws.
           
          Analysis Prepared by  :    Jennifer Galehouse / APPR. / (916)  
          319-2081