BILL ANALYSIS                                                                                                                                                                                                                   1
               1





             SENATE ENERGY, UTILITIES AND COMMUNICATIONS COMMITTEE
                            DEBRA BOWEN, CHAIRWOMAN
          

          AB 5X -  Keeley                                         
          Hearing Date:  January 17, 2001       A
          As Amended:              January 16, 2001         FISCAL     
             B
                                                                       
            X
                                                                       
             1

                                                                       
            5


                                   DESCRIPTION
           
          This bill requires the replacement of the existing  
          governing board of the Independent System Operator (ISO),  
          composed of 26 "stakeholders," with a governing board  
          composed of five members appointed by the Governor who must  
          be independent of any ISO market participant.

          The bill prohibits the ISO from entering into a multi-state  
          entity or regional organization unless such a move is  
          approved by the Electricity Oversight Board (EOB).

          The bill requires the ISO to publish a list of California  
          power plants that are out of service due to either a  
          planned or unplanned outage.

                                   KEY QUESTION  

          How can the state best maintain its interest in oversight  
          and governance of the ISO?

                                    BACKGROUND
           
          AB 1890 (Brulte), Chapter 854, Statutes of 1996, required  
          the establishment of the ISO as a "separately incorporated  
          public benefit, nonprofit corporation."  The purpose of the  
          ISO is to ensure efficient use and reliable operation of  











               the state's electricity transmission system.  As originally  
               enacted, AB 1890 required the governing board of the ISO to  
               be composed of California residents appointed by the EOB.   
               The board members were to be appointed according to classes  
               of stakeholders.  The classes specified were investor-owned  
               utility transmission owners, publicly-owned utility  
               transmission owners, non-utility electricity sellers,  
               public buyers and sellers, private buyers and sellers,  
               industrial end users, commercial end users, residential end  
               users, agricultural end users, public interest groups, and  
               non-market participant representatives.

               The EOB itself is composed of five members - three voting  
               members appointed by the Governor, who must be California  
               residents and electricity ratepayers, and one non-voting  
               member each appointed from the Assembly and the Senate.

               Inasmuch as the ISO is a non-public entity engaged in the  
               interstate transmission and wholesale power markets, its  
               operations are subject to Federal Energy Regulatory  
               Commission (FERC) jurisdiction under the Federal Power Act.  
                When it approved the ISO tariffs, FERC rejected those  
               portions of the ISO bylaws requiring California residency  
               and EOB appointment of governing board members.  In doing  
               this, FERC exercised jurisdiction over not only the  
               interstate operations of the ISO, but also over the  
               framework of the institution itself. 

               FERC found that the EOB's role (and thus the state's role)  
               in regulating the ISO conflicted with FERC's own  
               jurisdiction and undermined the independence of the ISO  
               governing board.  FERC further found that the residency  
               requirement established in AB 1890 was inconsistent with  
               FERC's policy to provide "broad-based, non-discriminatory,  
               open-access transmission service" (FERC Order No. 888) and  
               "discourages participation in the ISO by out-of-state  
               entities by denying them meaningful representation."  FERC  
               did recognize a limited oversight function for the EOB on  
               strictly California matters. 

               In November 1998, FERC ordered the ISO to change its bylaws  
               to eliminate the California residency requirement and the  
               EOB's appointment function, as well as the EOB's authority  
               to approve ISO bylaws and hear appeals of ISO governing  










          board decisions.

          In the face of its order's conflict with the provisions of  
          AB 1890, FERC maintained that AB 1890's requirements are  
          preempted by the Federal Power Act and it threatened to go  
          to federal court to enforce its order or to unilaterally  
          revise ISO bylaws if the EOB did not consent to the   
          changes ordered.  In January 1999, the ISO submitted  
          revised bylaws to FERC that complied with its order. 

          SB 96 (Peace), Chapter 510, Statutes of 1999, revised the  
          governance structure of the  ISO, as well as the authority  
          of the EOB, to reflect a compromise reached between the  
          state and FERC.  SB 96 limited the EOB's confirmation  
          powers to the appointments of customer representatives to  
          the ISO governing board and limited the EOB's authority to  
          serve as an appeal board for decisions made by the ISO to  
          matters that are exclusively within the jurisdiction of the  
          state.  SB 96 also contained a statement that "California  
          shall retain the right to change the (ISO) governing board  
          into a nonstakeholder board." (Public Utilities Code  
          Section 337)

          FERC issued a declaratory order on August 5, 1999 approving  
          the changes to the governance structure of the ISO, as well  
          as the authority of the EOB, proposed in SB 96.  That order  
          declared the changes proposed by SB 96 outlined "an interim  
          role for the Oversight Board that is consistent with our  
          prior orders."

          On November 1, 2000, FERC issued a draft "Order Proposing  
          Remedies for California Wholesale Electric Market" which  
          proposed a process for replacing the governing boards of  
          the ISO, as well as the Power Exchange (PX).  FERC  
          concluded that the existing "stakeholder" governing boards  
          of the ISO and the PX should be replaced with independent  
          boards.  However, the process for replacing the ISO and PX  
          governing boards that FERC proposed divorced the state of  
          any meaningful oversight.  

          FERC proposed that the existing board members would choose  
          seven members among candidates identified by an independent  
          search firm to form a successor board, without any advice  
          or consent of the EOB or other state entity.  This approach  










               is inconsistent with both California statute and FERC's  
               August 5, 1999 Order, which recognized the revised role for  
               the EOB reflected in SB 96.  In the SB 96 compromise, the  
               state's oversight functions were limited in deference to  
               FERC's jurisdiction, but oversight of certain matters  
               subject to state jurisdiction, as well as California's  
               right to change the ISO and PX governing boards into  
               non-stakeholder boards, were explicitly preserved.

               In the final California order, issued on December 15, 2000,  
               FERC set aside its proposal for replacing the ISO and PX  
               boards, noting there was no consensus on the process for  
               selecting an independent board.  However, FERC is still  
               requiring the ISO board to be replaced by an independent  
               board.  FERC indicated it would establish procedures to  
               discuss the selection process with state representatives.   
               In the meantime, FERC has ordered the existing governing  
               board to turn over decision-making power and operating  
               control to ISO management on January 29, 2001.  The ISO has  
               requested a stay of this portion of the FERC order, but  
               absent FERC granting that request, or the Legislature  
               acting to establish a new board as this bill proposes, the  
               ISO will be left without a duly-constituted board as of  
               January 29.

               Due to other provisions of the December 15 order which  
               substantially diminish the PX's role in the market, FERC  
               found it unnecessary to replace its governing board.

                                          COMMENTS

               1.Future of state oversight function.   AB 1890 transferred  
                 responsibility for transmission reliability from electric  
                 utilities regulated by the California Public Utilities  
                 Commission (CPUC) to the ISO and market-based mechanisms.  


                 The ISO functions as a quasi-utility, performing  
                 exclusive duties delegated by the state, that are vital  
                 to California residents in the deregulated generation  
                 market.  As such, the state has a compelling interest in  
                 the operation of these institutions.  AB 1890 recognized  
                 this and established the EOB "to ensure that the  
                 interests of the people of California are served."   










            FERC's orders have steadily decreased the state's role by  
            diminishing state representation on the governing board  
            and limiting the accountability of ISO actions to the  
            Governor, the Legislature and their constituents.

           2.Companion bill.   SB 47 (Bowen), currently pending in this  
            committee, would enact a permanent procedure for the  
            appointment of ISO board members that includes  
            confirmation by the Senate and three-year, rather than  
            one-year, terms.
           
                                 ASSEMBLY VOTES
           
          Assembly Energy Costs & Availability Committee(18-0)
          Assembly Appropriations Committee  (17-2)
          Assembly Floor                     (60-9)

                                    POSITIONS
           
           Sponsor:
           
          Author

           Support:
           
          None on file.

           Oppose:
           
          None on file.



          Lawrence Lingbloom 
          ABX1 5 Analysis
          Hearing Date:  January 17, 2001