BILL ANALYSIS                                                                                                                                                                                                              1
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                SENATE ENERGY, UTILITIES AND COMMUNICATIONS COMMITTEE
                               DEBRA BOWEN, CHAIRWOMAN
          

          AB 3X -  Wright                                   Hearing Date:   
          March 27, 2001        A
          As Amended:  March 21, 2001             FISCAL/URGENCY       B
                                                                        X
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                                      DESCRIPTION
           
           Current law  establishes a low-income energy assistance program  
          for electric and natural gas service customers of the  
          investor-owned utilities (IOUs), known as California Alternate  
          Rates for Energy (CARE), which is funded by a surcharge on  
          energy bills.  The CARE program includes both discounts of 15%  
          on electric and natural gas bills, as well as a residential  
          weatherization program.  

           This bill  requires the California Public Utilities Commission  
          (CPUC) to adopt regulations which provides for retroactive  
          enrollment to the effective date of this bill for those who  
          enroll in the CARE program no later than August 1, 2001.

           This bill  requires the CPUC to adopt the same income and  
          eligibility requirements for the CARE program that are in place  
          for the Universal Lifeline Telephone Service (ULTS) program, a  
          statutory low-income rate discount program.

           This bill  requires the utilities to offer payment arrangements  
          to customers having trouble paying their bills and prohibits the  
          IOUs from disconnection CARE customers if the customer is in  
          compliance with the payment arrangements.

           This bill  provides for expanded notification of the availability  
          of the CARE program and requires the CPUC to conduct targeted  
          outreach to low-income and senior households.

           This bill  has an urgency provision.

                                      BACKGROUND
           










          Current regulations limit CARE eligibility to those households  
          earning less than 150% of the federal poverty level, which is an  
          annual income of $25,800 for a family of four.  The CARE  
          discount, which is established by the CPUC, is 15% of a family's  
          monthly electric or natural gas bill.  The cost to ratepayers  
          for the CARE program is about $180 million annually.  

          The percentage of eligible customers who participate in the CARE  
          program varies widely throughout the state.  In Pacific Gas &  
          Electric's (PG&E) service area, 36% of the eligible customers  
          participate, while in Southern California Edison's (SCE) service  
          area, 59% of those eligible are participating.  Between PG&E,  
          SCE, and San Diego Gas & Electric (SDG&E), a little more than  
          one million households participate in CARE.








































          CARE program eligibility is based on self-certification.  If the  
          CARE customer certifies that he or she meets the program  
          eligibility requirements, then he or she is eligible to receive  
          the discounts provided by the program.

                                       COMMENTS

          1)Retroactive Enrollment  .  The bill states that anyone who  
            enrolls in the CARE program before August 1, 2001 is actually  
            deemed to have enrolled on the effective date of this bill,  
            providing customers with a retroactive rate reduction.  If  
            this bill were to be signed and take effect on April 1, 2001,  
            this provision would provide him or her with up to a  
            four-month retroactive rate reduction (depending on when the  
            customer actually signs up for the program) that would be paid  
            for by existing non-CARE customers.

            Unfortunately, this retroactivity may also provide sufficient  
            incentive for ineligible customers to sign up for the CARE  
            program which, because the program relies on  
            self-certification, will be easy to do.  One of the hallmarks  
            of the CARE and ULTS programs is a self-certification process  
            that diminishes the stigma of the program, reduces  
            administrative costs, and makes it easy to participate.  At  
            least with the ULTS program, studies in the mid-1990's found  
            the number of ineligible participants was very low.  If  
            providing for retroactivity increases ineligible participation  
            and leads to an end to the self-certification aspect of the  
            program, then many of the goals of this program could be  
            thwarted.  

            Furthermore, given that the CPUC is scheduled to take up a  
            significant rate hike proposal at its meeting today, there  
            will be plenty of incentive for those eligible to participate  
            in CARE to sign up for it.  As such,  the author and committee  
            may wish to consider  deleting the retroactive provision of  
            this bill  

           2)Will This Increase or Decrease The Number of Eligible CARE  
            Participants?   In its proposed order that its scheduled to  
            take up today, the CPUC suggests raising the eligibility  
            threshold for CARE participants from 150% to 175% of poverty  
            level.  However, this bill statutorily requires the CPUC to  
            adopt the same income and eligibility requirements for the  
            CARE program that are in place for ULTS program, which is set  









            at 150% of the federal poverty level.   The author and  
            committee may wish to consider  the wisdom of tying CARE  
            program eligibility to ULTS program eligibility.

           3)Increasing Outreach to Encourage CARE Program Participation .   
            The bill requires the IOUs  to provide customer information  
            about CARE on virtually all contacts between the utility and  
            its customers, including all calls to customer service, as  
            well as calls for making payment arrangements, collections,  
            and reconnections.  

            Page 3, Line 30 of the bill requires that a message describing  
            the CARE program be played on all calls made by customers to  
            the IOUs customer service lines.  Unfortunately, this message  
            requirement is bound to delay customer response and perhaps  
            even irritate customers who may call their utility frequently.  
             As such,  the author and committee may wish to consider  if the  
            goals of the legislation would be better met if the message  
            requirement were simply limited to calls where the customer is  
            establishing service.


































           4)Payment Plans .  The payment arrangement requirements beginning  
            on Page 4 of the bill generally codify a current utility  
            practice.  Page 4, Line 19 of the bill requires the utility to  
            offer priority payment arrangements to customers who spend a  
            disproportionate portion of their income on energy costs.   
            This section may be difficult to administer and intrusive to  
            customers because it will require the utility to determine the  
            customer's income to administer this provision.   The author  
            and committee may wish to consider  whether this provision  
            serves the purposes of this bill, given that other parts of  
            the bill require that payment arrangements be offered.

           5)Technical Amendment.    Page 4, Line 38 appears to be a  
            vestige of a prior version of the bill.  As such,  the author  
            and committee may wish to consider  deleting this language.
           
           6)Related Legislation  .  SB 5X (Sher), which recently was  
            approved by the full Senate, provides $100 million in General  
            Fund money to "increase and supplement CARE discounts and to  
            increase enrollment in the CARE program."  While this bill  
            doesn't technically conflict with SB 5x,  the author and  
            committee may wish to consider  whether and how to coordinate  
            the SB 5X funds with the requirements of this bill and the  
            changes to the CARE program proposed by the CPUC decision.
           
                                   ASSEMBLY VOTES
           
          Assembly Floor                                (75-0)
          Assembly Appropriations Committee             (19-0)
          Assembly Energy Costs and Availability Committee                
          (17-0)

                                       POSITIONS
           
           Sponsor:
          
          Author

           Support:
           
          None on file

           Oppose:
           
          None on file










          Randy Chinn 
          AB 3X Analysis
          Hearing Date:  March 27, 2001