BILL ANALYSIS                                                                                                                                                                                                    �




                                                                  SB 1414
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          Date of Hearing:   June 23, 2014

                    ASSEMBLY COMMITTEE ON UTILITIES AND COMMERCE
                               Steven Bradford, Chair
                     SB 1414 (Wolk) - As Amended:  June 18, 2014

           SENATE VOTE  :   31-0
           
          SUBJECT  :   Electricity: demand response resource adequacy

           SUMMARY  :   This bill requires utilities and regulators to  
          include demand response (DR) in resource adequacy plans and  
          long-term procurement planning proceeding, as specified.  
          Specifically,  this bill  :   

          1)Requires each load-serving entity to maintain either  
            electrical demand reductions or physical generating capacity  
            adequate to meet its load requirements.

          2)Requires the California Public Utilities Commission (PUC) to  
            determine the most efficient and equitable means to sure the  
            inclusion of DR that is reliable and cost effective in  
            achieving environmental or demand reduction goals or grid  
            reliability.

          3)Specifies that the utilities proposed procurement plan include  
            a competitive procurement process that would also allow the  
            electric corporation to request bids for demand-side response  
            services. 

          4)Specifies that the plan's diversified procurement portfolio  
            include DR that is reliable and cost-effective in achieving  
            environmental goals and electrical grid reliability.

          5) Requires the CPUC to establish, in an existing or new  
            proceeding, a mechanism to value the development and  
            deployment of load modifying demand response resources that  
            can reduce a load serving entity's resource adequacy  
            obligation.

          6)Makes findings and declarations about the benefits of DR  
            programs.

           EXISTING LAW:










                                                                 SB 1414
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           a)Requires all load-serving entities to maintain sufficient  
            electric generation to meet demand for electricity and ensure  
            the safe and reliable operation of the grid. (Public Utilities  
            Code � 380)

          b)Requires electrical corporations to file, and the PUC to  
            review and approve long-term procurement plans to ensure that  
            the IOUs have sufficient and diverse short and long-term  
            electricity and demand reduction resources that are  
            cost-effective, reliable, and feasible to serve its customers.  
            (Public Utilities Code � 454.5)

           FISCAL EFFECT  :   Unknown

           COMMENTS  :   According to the author, "SB 1414 will help ensure  
          that regulators and utilities utilize cost-effective demand  
          response programs to change their demand for electricity during  
          key times.  With DR, in exchange for changing their electricity  
          use, participating customers receive incentives for providing a  
          clean resource to the system. Their reductions in demand  
          (consumption) mean there can be less supply (generation),  
          providing clean energy, reducing the need for "peaker" power  
          plants and helping to integrate renewables. California currently  
          lags behind other parts of the nation in utilizing demand  
          response".

           1)The loading order  :  Since 2003, California's energy policy has  
            recognized an electricity "loading order" as the preferred  
            sequence for meeting electricity demands. The loading order  
            lists energy efficiency and demand response first, renewable  
            resources second, and clean and efficient natural gas-fired  
            power plants third. 

           2)What is demand response  ? DR refers to a family of programs  
            that seek to achieve electric load reductions via actions  
            taken though end-use electric customers during a given time  
            period, in response to a price signal, or to address a  
            situation where reliability or safety of the electricity grid  
            is at risk. Various programs provide incentives or rate  
            discounts, or both to customers who participate in a DR  
            Program. Examples of DR programs include: PG&E Smart Rate,  
            SDG&E Peak Time Rebate Program, SCE Summer Discount Program,  
            and Business Interruptible Programs.

            DR programs are administered by the investor-owned utilities  









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            (IOUs): Pacific Gas & Electric (PG&E), Southern California  
            Edison (SCE), and San Diego Gas & Electric (SDG&E).  Most of  
            the utility DR programs target large commercial and industrial  
            customers that are equipped with meters that are capable of  
            measuring and reporting energy usage in one hour intervals or  
            less. The utilities also administer third-party DR programs  
            known as an aggregator managed program. The utilities contract  
            with a DR provider who works with a variety of end-use  
            customers to deliver the necessary demand reductions when  
            called upon by the utility. These contracts are negotiated  
            between the utility and the third-party DR provider.

            The theory of DR is that savings are achieved through reduced  
            demand for electricity which offsets the need to build new  
            generation and infrastructure to meet electricity needs. As a  
            result, payments from nonparticipating ratepayers can be  
            provided to these programs participants based on the expected  
            savings.

            For the most part, DR programs have been limited to the  
            commercial and industrial users, who have been on time-of-use  
            rates for some time. With the extensive deployment of  
            residential smart metering, the residential customer is likely  
            to become a larger focus of DR programs.

            The PUC has an open proceeding underway to address ways to  
            enhance the use of DR in meeting energy needs. In a recent PUC  
            decision (D. 14-03-02, March 2014) the PUC determined that DR  
            can be characterized in one of two ways: DR as load modifying  
            or DR as supply resource. As a follow up to the PUC's  
            decision, the PUC is seeking comments on which types of DR  
            programs are to be categorized as Load Modifying or Supply  
            Resources (DR as a Supply Resource would be treated as if it  
            was a generation facility). Ultimately, utilities will be  
            authorized to develop DR programs that can be bid into the  
            California wholesale electricity market. In exchange, the  
            wholesale DR products could receive payments for Resource  
            Adequacy, Capacity, or other attributes that might normally be  
            paid only to traditional generators. 

           3)Long-term procurement planning and resource adequacy  : This  
            bill appears to circumvent the PUC's proceeding by changing  
            the IOUs existing required competitive bid process for  
            generation to include demand response that is cost-effective  
            and helps to achieve electrical grid reliability and  









                                                                  SB 1414
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            environmental goals. To address this, the bill includes a  
            finding that states this bill is not intended to hinder or  
            supersede options that the PUC is or may be pursuing in  
            furtherance of demand response.

            Current law requires the IOUs to file, and the PUC to review  
            and approve long-term procurement plans (LTPPs) to ensure that  
            the IOUs have sufficient and diverse short and long-term  
            electricity and demand reduction resources that are  
            cost-effective, reliable and feasible to service its  
            customers. The plans must show that the IOU will achieve  
            Renewable Portfolio Standard requirements and meet remaining  
            unmet resource needs with energy efficiency and DR resources  
            that are cost-effective, reliable and feasible. Once these  
            procurement options are addressed, then the IOU may propose  
            other types of generation to meet need (such as natural gas  
            generation).

          4)Resources Adequacy. This bill requires all load serving  
            entities to incorporate DR in resource adequacy plans.

            The PUC's Resource Adequacy (RA) program was established to  
            ensure sufficient generation is available to the grid to  
            ensure the safe and reliable operation of the grid in real  
            time.  Second, it is designed to provide appropriate  
            incentives for the siting and construction of new resources  
            needed for reliability in the future. Each load serving entity  
            is required to meet RA obligations and report them to the PUC  
            on an annual basis.  Currently the RA payment level is  
            established administratively by the PUC. The PUC has proposed  
            a method to establish the RA payment competitively to reduce  
            the ratepayer cost of RA.

            The current RA proceeding (R.11-10-023) pending at the PUC is  
            considering proposals to add a flexibility requirement to the  
            RA program. If adopted, load serving entities would be  
            required to procure (i.e.,  pay for  ), and report in their  
            year-ahead and month-ahead filings, specific amounts of  
            capacity resources that are considered flexible.

           5)Business interruptible program  :  This bill adds a provision  
            that requires the PUC to establish, in an existing or new  
            proceeding, a mechanism to value the development and  
            deployment of load modifying demand response resources that  
            can reduce a load serving entity's resource adequacy  









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            obligation.

           6)Can Demand Response be gamed  ? Unfortunately, paying for DR has  
            a potential to be "gamed' by participants. A recent example of  
            this is the Baltimore Orioles baseball stadium. Witnesses in  
            Baltimore noticed that on September 24, 2010 the Maryland  
            Sports Authority (MSA) turned on stadium lighting at its  
            Camden Yards baseball park used by the Baltimore Orioles on a  
            non-Orioles game day immediately after a declaration of an  
            electric emergency event scheduled to start two hours later.  
            An allegation was made that increasing MSA's load in the two  
            hours prior to the emergency event could artificially increase  
            the amount of demand reduction provided by MSA, thereby  
            inflating potential payments (or eliminating potential  
            shortfall penalties). The Federal Energy Regulatory Commission  
            ultimately fined the DR provider a combined penalty of more  
            than $1 million. 

            Another challenge is a method used to reduce demand - some  
            entities may use back-up generators to achieve reduced  
            deliveries from the grid. If those generators use fuel that is  
            not as clean as the California grid in terms of air pollution  
            and GHGs, then ratepayer could be paying for undesirable  
            generation. The PUC has not yet addressed how to track and  
            monitor back-up generators that might participate in DR  
            programs. In an East-Coast electricity market this activity  
            resulted in a penalty imposed by the Federal Energy Regulatory  
            Commission on a company that provides Demand Response services  
            to utility customers and resulted in new rules for monitoring  
            and reporting for demand response participants within  
            electricity market. Given the potential air quality  
            implications of diesel, natural gas, or other types of  
            combustion generation, the PUC should establish rules to  
            address how and when backup generators can be used within a DR  
            program and monitoring requirements.

            Another other issue with DR is whether customers or third  
            party vendors would be compensated for something they would  
            have done anyway. In a study of a DR program at Anaheim  
            Utility, Professor Frank Wolak found that: ?"the vast majority  
            of rebates paid for reductions relative to the customer's  
            reference level for peak period consumption would occur  
            without the incentives provided by the CPP [Critical Peak  
            Price] program".










                                                                  SB 1414
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            He goes on to state: "The existence of a mean consumption  
            reduction associated with a CPP [Critical Peak Price Day] day  
            is a necessary condition for universal critical peak pricing  
            for residential customers."

             The author may wish to consider an amendment directing the PUC  
            to establish rules for how and when backup generation may be  
            used within a DR program and to establish reporting and data  
            collection to verify compliance with these rules.

            The author may wish to consider an amendment directing the PUC  
            to establish a method to be used to calculate the customer's  
            reference level for peak consumption at time intervals that  
            are the same as those time intervals the customer would be  
            eligible for DR program payments or credits.

            The author may wish to consider an amendment that requires  
            monitoring of technologies used in DR programs to ensure  
            compliance with federal and state environmental laws.
           
           7)Is demand response effective?  If a demand response program  
            pays or incentives a customer to take action to reduce  
            electricity consumption then there is a likely ratepayer  
            benefit that accrues. However, if a customer is paid and does  
            not provide that demand reduction, then the ratepayer has paid  
            for something but does not receive a benefit.

            Recent PUC evaluations of several demand response programs  
            indicates that not all demand response programs are effective,  
            which seems to indicate that the ratepayer is not getting what  
            they paid for. One of the major concerns with authorizing  
            payments and incentives to participants in Demand response  
            programs or third-party demand response providers is  
            illustrated in a recent analysis<1> funding through the  
            statewide ratepayer-funded energy efficiency programs.

               "The analysis discusses the impact of the 2013 Flex Alert  
               Program. Flex Alerts are issued by the California  
               Independent System Operator (CAISO) and are calls for  
               voluntary load reduction to address a situation that could  
               help address a potential electrical emergency.
               -------------------------
          <1>  
           http://www.calmac.org/publications/2013_Flex_Alert_-_Impact_Eval_ 
          -_Final_20140228.pdf  









                                                                  SB 1414
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               "The primary finding from this study is that no  
               statistically significant (i.e., measurable) reductions in  
               energy consumption could be attributed to the Flex Alerts.  
               The individual hourly load impact estimates range widely,  
               from one value representing a 220 MW (1.2 percent) load  
               reduction to another representing a 600 MW load increase."

            The study also references prior evaluations of Peak Time  
            Rebate Programs and found the results are consistent.

               "These findings are consistent with previous Flex Alert  
               evaluations conducted on a statewide-basis in 2008 and with  
               the Peak Time Rebate (PTR) evaluations done for San Diego  
               Gas & Electric (SDG&E) and Southern California Edison (SCE)  
               in 2012."

            If ratepayers are to be expected to pay for demand response,  
            it should not pay for programs that cannot or do not deliver  
            measurable results. It would seem appropriate for the PUC to  
            ensure that the programs deliver expected results.

             The author may wish to consider an amendment to require the  
            PUC to ensure that demand response programs approved for RA  
            deliver expected results and ensure customers that benefit  
            from promoting and maintaining grid reliability share in the  
            costs of demand side resources.

            The author may wish to consider an amendment to establish  
            metering, monitoring and consumer protection policies for DR  
            programs involving third party DR providers.

            The author may wish to consider an amendment which requires  
            the PUC to establish customer protection rules with respect to  
            participation, cost of participation, and ability to opt-out  
            of the program without cost.
           
           8)Technical amendments: 

             Undefined terminology used in the bill:  
                   a.        Clean
                  b.        Environmental

               The author may wish to consider the following amendments:










                                                                  SB 1414
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               a)     Strike the word "clean" in the Legislative findings  
                 in para (a) (3) and (b)
               b)     Strike the word "environmental" in findings (b), 380  
                 (b)(1), (h)(6), new section 3 in amendments, 454.5 (9)(B)  
                 and replace with "California Air Resources Board AB 32  
                 goals."
               c)     On Page 8, strike line 35, after the period, then  
                 strike lines 36-37. 
          
          1)Support and opposition.  Supporters state that California lags  
            behind much of the nation in implementing demand response  
            programs, and misses the opportunity to reduce costs and power  
            plant emissions, and that this bill would encourage utilities  
            to make better use of demand response programs to save money  
            for ratepayers. There is no opposition on file.  
           
           REGISTERED SUPPORT / OPPOSITION  :

           Support 
           
          Breathe California
          EnerNOC, Inc.
          Environment California
          Environmental Defense Fund (EDF)
          Natural Resources Defense Council (NRDC)
          Office of Ratepayer Advocates (ORA)
          Sierra Club California
          Union of Concerned Scientists (UCS)
           
            Opposition 
           
          None on file.

           Analysis Prepared by  :    DaVina Flemings / U. & C. / (916)  
          319-2083