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

          SB 18X -  Escutia                                 Hearing  
          Date:  April 24, 2001                S
          As Introduced:  January 25, 2001        FISCAL           B
                                                                       
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                                   DESCRIPTION
           
          This bill assigns specific supply resources to "core" and  
          "non-core" customers for each investor-owned utility (IOU).  
           Specifically, this bill:

          1.Defines core customers as those with peak demand under  
            500 kilowatts (kw).

          2.Defines non-core customers as those with peak demand of  
            500 kw or greater.

          3.Requires the establishment of a portfolio to serve core  
            customers composed of IOU-retained generation and IOU  
            contracts, plus any spot market supplies needed to match  
            core load.

          4.Requires that non-core customers be provided power  
            exclusively from the spot market at the IOU's procurement  
            cost.

                                    BACKGROUND
           
          As a general approach to utility service, the  
          "core/non-core" concept is derived from natural gas  
          service, where customers are divided into core and non-core  
          classes.  Gas utilities are required to procure and deliver  











               a portfolio of gas supplies sufficient to serve their core  
               (residential and small commercial) customers.  Non-core  
               customers must arrange for procurement and transportation  
               of their own gas supplies.  As an alternative to  
               self-procurement, non-core customers of Southern California  
               Gas may opt in to the core and Pacific Gas and Electric  
               offers supply and transportation at its incremental cost.

               As part of the restructuring of the electric industry, AB  
               1890 (Brulte), Chapter 856, Statutes of 1996, authorized  
               retail customers to purchase energy directly from  
               suppliers.  While customers are allowed to choose alternate  
               providers of energy, the IOUs' obligation to serve all  
               customers remains and customers large and small are  
               entitled to remain with, or return to, bundled IOU service  
               which includes a rate for energy that is derived from a  
               blend of IOU-retained generation, power purchase contracts,  
               and spot market purchases.

               Historically, IOU electric customers have been entitled to  
               the portfolio of supplies procured to serve them without  
               regard to their size.  All customers have enjoyed the  
               benefits, and endured the detriments, of those supplies,  
               although smaller customers have paid relatively higher  
               energy rates.  AB 1890 froze these relatively higher energy  
               rates and also assigned higher per unit transition costs to  
               smaller customers.

               This bill proposes to divide electric customers receiving  
               bundled IOU service into core and non-core classes using a  
               demand threshold of 500 kw.  The 500 kw level is about 200  
               times the typical residential customer's demand, covers all  
               but the largest agricultural customers, and covers a fairly  
               large commercial customer.  About 70% of the state's  
               electricity consumption is attributable to customers under  
               500 kw.

               The intent of the bill is to return core customers to  
               pre-deregulation IOU service, where they are served by a  
               blend of IOU-owned and California Public Utilities  
               Commission (CPUC)-regulated generation and fixed-price  
               contracts, such as those with qualifying facilities.  The  
               idea is to provide a relatively stable cost of electricity  
               in the range of historic IOU rates and insulate core  










          customers from the volatility of market-based rates.

          Under the bill, non-core customers would be served entirely  
          by market-based rates and would either pay the IOU's cost  
          of procuring for them as a straight pass through, or  
          negotiate their own supply deal directly with the producers  
          selling into the spot market.

                                     COMMENTS
           
           1)Is this a one-way commitment?   Under current market  
            conditions, the IOUs' core portfolios look favorable  
            compared to market rates.  A few years ago, the market  
            looked more favorable than the IOUs' core portfolios.  A  
            few years from now, the market may once again look more  
            favorable.

            If core customers are awarded the core portfolio now,  the  
            author and committee may wish to consider  whether core  
            customers should be allowed to depart for direct access  
            or other supply alternatives if and when the market  
            produces favorable rates.  

            The effect of this bill is to create a smaller ratepayer  
            base to absorb the costs of the core portfolio.  The  
            departure of individual customers from the core will  
            further decrease the ratepayer base, which at a certain  
            point, may increase costs for remaining customers.

           2)Does this model work for San Diego?   Supporters of this  
            bill suggest the core portfolio provides nearly enough  
            power to serve core customers if the cut off is at 500  
            kw.  For PG&E and SCE, the combination of retained  
            generation resources and power purchase contracts  
            provides about two-thirds of their total load, which is  
            close to the needs of core customers.  However, SDG&E's  
            core portfolio provides only about one-third of its total  
            load, subjecting a substantial portion of core customers'  
            procurement needs to the spot market.















                 The fact that SDG&E's core portfolio is insufficient to  
                 serve the customers designated core under this bill would  
                 seem to place SDG&E's core customers at a relative  
                 disadvantage to PG&E and SCE customers.  An alternative  
                 that equalizes the benefits of core service is to combine  
                 the core portfolios of all 3 IOUs into a single  
                 portfolio.  This alternative raises its own equity issues  
                 in that it diminishes the benefits for PG&E and SCE core  
                 customers.

                3)Who's entitled to the core portfolio?   While small  
                 customers argue they've paid for a greater proportion of  
                 IOUs' historic investments than large customers, the  
                 basis for awarding the core portfolio entirely to  
                 customers under 500 kw is unclear.

                 Large customers opposed to the core/non-core proposal say  
                 they've helped to pay for the assets and that there is no  
                 functioning retail market to serve as an alternative to  
                 bundled IOU service.

                  The author and committee may wish to consider  whether all  
                 customers, regardless of size, should be allowed to opt  
                 for the core portfolio.  If this approach is taken,  
                 customers who commit to the core portfolio should not be  
                 permitted to freely opt out of the core when market  
                 conditions improve.  

                 If, in light of adverse market conditions, virtually all  
                 current IOU customers opt to be served by the core  
                 portfolio, this bill won't have a substantive benefit for  
                 core customers.  However, if some customers elect to stay  
                 out of the core because they intend to take advantage of  
                 future market opportunities, those customers who commit  
                 to the core portfolio will receive a benefit.

                                         POSITIONS
                
                Sponsor:
                
               Author

                Support:
                










          Congress of California Seniors
          The Foundation for Taxpayer and Consumer Rights

           Oppose:
           
          San Gabriel Valley Water Association


          Lawrence Lingbloom 
          SB 18X Analysis
          Hearing Date:  April 24, 2001