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

          AB 28XX -  Migden                                 Hearing Date:   
          June 26, 2001              A
          As Amended: June 21, 2001               FISCAL           B
                                                                        X
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                                                                        8

                                      DESCRIPTION
           
           This bill  establishes procedures governing the operating  
          availability of power plants and transmission facilities.   
          Specifically, this bill:

          1.Requires the Electricity Oversight Board (EOB), in  
            consultation with the Independent System Operator (ISO), to  
            adopt protocols for scheduling of transmission and generation  
            equipment outages for maintenance, repair or upgrade;
          2.Requires the EOB, in consultation with the ISO, to schedule  
            such outages according to the protocols;
          3.Requires the EOB to direct the ISO to prepare, and the EOB to  
            adopt, generation maintenance, operation and availability  
            standards;
          4.Authorizes the California Public Utilities Commission (CPUC)  
            to adopt and enforce such standards for facilities under its  
            jurisdiction;
          5.Requires the ISO to maintain records of power plant outages  
            and provide them to the EOB each day;
          6.Requires owners or operators of power plants over 10 megawatts  
            to report any periods of unavailability each month to the ISO,  
            and requires the ISO to immediately transmit this information  
            to the EOB and the CPUC;
          7.Requires the CPUC, in consultation with the EOB, to adopt a  
            penalty schedule for violations of this bill and the rest of  
            the article governing the EOB;
          8.Authorizes the CPUC to assess monetary penalties for  
            non-compliance upon request of the EOB;
          9.Authorizes a court to provide injunctive relief to compel  
            compliance with outage plans, standards or protocols;
          10.  Exempts local, publicly-owned (municipal) electric  










            utilities, nuclear generating facilities and qualifying  
            facilities (QFs) from the foregoing provisions and requires  
            these entities instead to file with the EOB: 

            a.  An annual maintenance schedule.
            b.  A report of any significant deviations from the schedule.
            c.  A monthly report of actual planned and unplanned outages.
            d.  A daily report of operational status.

            Municipal utilities are further required to adopt, and file  
            with the EOB, maintenance standards for transmission and  
            generation facilities.










































           This bill  also authorizes the EOB to obtain specified records of  
          the ISO, the Power Exchange (PX), and owners of generation and  
          transmission facilities, and maintain the confidentiality of the  
          records.

          In addition,  this bill  gives the EOB the following general  
          powers:

          1.Acting on any matter made subject to its approval or  
            determination under law.
          2.Investigating any matter and otherwise acting consistent with  
            the electrical restructuring statutes to serve, protect and  
            represent the interest of consumers.
          3.Directing the ISO to report to the EOB as it determines  
            necessary and appropriate to the exercise of its public  
            oversight duties.

                                      BACKGROUND
           
          In recent months, California has been plagued by unprecedented  
          generator outages which have increased the price of electricity,  
          undermined service reliability, and threatened public health and  
          safety.  The factors contributing to the high level of generator  
          outages include ordinary seasonal maintenance, mechanical  
          failure of aging equipment, installation of air pollution  
          control devices, refusal to operate for financial reasons, as  
          well as a failure to adequately apportion foreseeable outages  
          through a rational and enforceable scheduling mechanism.

          Currently, the ISO maintains a schedule of generation and  
          transmission outages for  planned  maintenance.  Participating  
          generators and transmission owners in the ISO control area are  
          required to submit notice of their planned outages to ISO.  This  
          allows the ISO to be informed of unit outages, but there is no  
          mechanism for the ISO to proactively plan outages on a  
          system-wide basis and the ISO has limited authority to prevent  
          or reschedule a proposed outage in advance.  Further, while the  
          ISO has a unique ability to monitor unscheduled outages, it is  
          not a public agency and does not have independent enforcement  
          authority.

          Among the allegations of the current energy market crisis is  
          that generators have engaged in physical withholding of  
          electricity to increase prices.  Physical withholding is when a  
          generator deliberately stops generating power in order to  









          increase the price for a later sale, or for another generator's  
          sale.  These allegations have been the subject of investigations  
          and inquiries conducted by the Federal Energy Regulatory  
          Commission (FERC), the ISO, the EOB, the CPUC, the California  
          Attorney General, and the State Senate.  Investigations are  
          ongoing, although at least one case of physical withholding has  
          been documented and sanctioned by FERC.

          On February 8, Governor Davis issued Executive Order D-23-01  
          relating to generator outages.  The Order requires the ISO to: 

          1.Obtain planned outage schedules from generators.
          2.Prepare a coordinated outage plan. 
          3.Identify maintenance criteria. 
          4.Provide records of unplanned outages to the EOB daily. 
          5.Establish performance benchmarks for generators.
          6.Audit generators that fail to meet ISO benchmarks.
          7.Consider seeking state or federal authority to impose fines  
            for such failures.  



































          The ISO has interpreted the Order to apply to all generators in  
          the state, including those outside its control area.  Some of  
          its elements have been implemented, although, according to the  
          ISO, a stakeholder committee formed to implement the Order has  
          not reached consensus on the issues of outage coordination and  
          sanctions.  The mechanism for enforcement of the order is still  
          in question.

          This bill attempts to establish a mechanism for the rational  
          scheduling of planned outages, as well as monitoring,  
          investigation and enforcement related to unplanned outages.  It  
          essentially codifies certain elements of the Order, with the  
          notable difference that requirements related to ISO functions  
          are assigned to the EOB in the bill, rather than directly to the  
          ISO, as in the Order.  The bill also establishes other related  
          and unrelated powers for the EOB.

                                       COMMENTS  

           1.The Evolution of the EOB.   The EOB was originally established  
            in AB 1890 (Brulte), Chapter 854, Statutes of 1996, to oversee  
            the ISO and the PX.  Its main duties were to appoint the  
            stakeholder boards, approve bylaws, and hear appeals of  
            stakeholder board decisions.

            FERC actions, the demise of the PX and recent legislation to  
            replace the ISO's stakeholder governing board with a board  
            appointed by the Governor have diminished the powers of the  
            EOB significantly.  Of the statutory powers originally  
            conferred by AB 1890, the EOB maintains general, largely  
            unenforceable, oversight of the ISO and the ability to decline  
            to confirm the Governor's appointments to the ISO board, a  
            power it is unlikely to meaningfully exercise.  Under SB 47  
            (Bowen), pending in the Assembly Appropriations Committee, the  
            latter power would be removed and replaced with Senate  
            confirmation.  

            According to the EOB's web site, "(t)he demands of the new  
            market structure expanded the responsibilities of the board to  
            include operational oversight, continuous monitoring of the  
            market, and representation of the state in litigation with the  
            (FERC).  The board has earned a reputation for its high-level  
            advisory capabilities in serving the governor, the  
            legislature, and the people of California."










            This bill revises the statutory duties of the EOB to  
            specifically include adoption of outage protocols and  
            schedules, as well as auditing the records of the ISO, the PX,  
            and owners of generation and transmission facilities.

           2.EOB as Auditor.   The purpose of the provision of this bill  
            (proposed Section 341.6) authorizing the EOB to direct the  
            production of confidential information from the ISO, the PX,  
            and owners or operators of generation and transmission  
            facilities, as well as sellers of electricity, is uncertain.   
            The scope of information potentially covered by this provision  
            is enormous and may or may not relate to the duties of the  
            EOB.  Neither existing law, nor this bill, specify the use to  
            which audited information will be put.

            Analogous statutes (e.g. Public Resources Code Section 25364)  
            authorizing the California Energy Commission to obtain  
            confidential industry data for its planning and forecasting  
            functions provide a process for public release of data in  
            which the obligation to justify confidential treatment is on  
            the source of the data, rather than the agency, and prohibit  
            employees from using the data for purposes other than the  
            purpose for which it was supplied.  If the EOB is given audit  
            powers,  the author and the committee may wish to consider   
            whether this bill should include similar requirements.  A  
            requirement for security measures to protect confidential data  
            from inappropriate access by unauthorized employees and the  
            public may also be warranted.

            The audit provision of this bill may duplicate a similar duty  
            specifically delegated to the CPUC under the Federal Power Act  
            (FPA).  Under Section 201 (g) of the FPA, state utility  
            commissions are authorized to issue orders to examine "books,  
            accounts, memoranda, contracts, and records" of regulated  
            utilities, exempt wholesale generators, and affiliates that  
            sell electricity to regulated utilities.  Authorizing the EOB  
            to engage in inspections or audits of these same entities may  
            duplicate a well-established CPUC regulatory function.  If  
            this bill would provide useful access to additional  
            information or entities,  the author and the committee may wish  
            to consider  whether the EOB should be required to share its  
            findings with the CPUC.

           3.EOB Today, Power Authority Tomorrow?   As part of an energy  
            agency reorganization plan, the Davis Administration has  









            informally proposed transferring EOB functions and staff to  
            the recently-created California Consumer Power and  
            Conservation Financing Authority (SB 6X (Burton), Chapter 10,  
            Statutes of 2001).  

            As established by SB 6X, the Power Authority is likely to have  
            significant financial interests, if not outright ownership, of  
            electricity generation facilities in California.  The proposed  
            reorganization plan also contemplates the Power Authority  
            assuming the power purchase duties of the Department of Water  
            Resources and potentially managing any state-owned  
            transmission facilities.  If the Power Authority also assumed  
            the duties related to oversight of generation and transmission  
            facilities proposed in this bill, it would be regulating  
            itself, as well as its competitors.

            Should the EOB be transferred to the Power Authority,  the  
            author and the committee may wish to consider  whether  
            functions related to oversight of generators and transmission  
            facilities should be assigned to the CPUC, or repealed.  This  
            can be addressed if and when a bill to effect such a transfer  
            comes before the committee, or by placing a condition in this  
            bill providing for reassignment or repeal in the event of a  
            transfer.

           4.Related Legislation.   SB 39XX (Speier) authorizes the CPUC, in  
            consultation with the ISO, to prescribe inspection,  
            maintenance and operating procedures for generators to ensure  
            public health and safety and reliability.  SB 39XX is pending  
            in the Assembly Energy Costs and Availability Committee.

                                    ASSEMBLY VOTES
           
          Assembly Floor                     (63-6)
                                           
                                      POSITIONS
           
           Sponsor:
           
          Author

           Support:
           
          Pacific Gas and Electric Company










           Oppose:
           
          City of Alameda
          City of Burbank
          City of Glendale
          City of Los Angeles Department of Water and Power
          City of Palo Alto Utilities Department
          City of Pasadena
          City of San Marcos
          County Sanitation District of Los Angeles County
          Imperial Irrigation District
          Modesto Irrigation District
          Sacramento Municipal Utility District
          Silicon Valley Power


          






















          Lawrence Lingbloom 
          AB 28XX Analysis
          Hearing Date:  June 26, 2001