BILL ANALYSIS                                                                                                                                                                                                    



                                                                       


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                              UNFINISHED BUSINESS


          Bill No:  SB 43X
          Author:   Alpert (D), et al
          Amended:  4/04/01
          Vote:     27 - Urgency

           
           SENATE ENERGY, U.&C. COMMITTEE  :  6-0, 2/22/01
          AYES:  Bowen, Alarcon, Battin, Dunn, Sher, Speier

           SENATE APPROPRIATIONS COMMITTEE  :  11-0, 3/5/01
          AYES:  Alpert, Battin, Bowen, Burton, Johannessen, Johnson,  
            Karnette, McPherson, Perata, Poochigian, Speier

           SENATE FLOOR  :  33-3, 3/8/01
          AYES:  Alarcon, Alpert, Battin, Bowen, Brulte, Burton,  
            Chesbro, Costa, Dunn, Escutia, Figueroa, Johannessen,  
            Johnson, Karnette, Kuehl, Machado, Margett, McPherson,  
            Monteith, Morrow, O'Connell, Ortiz, Peace, Perata,  
            Polanco, Poochigian, Scott, Sher, Soto, Speier,  
            Torlakson, Vasconcellos, Vincent
          NOES:  Ackerman, McClintock, Oller


           SUBJECT  :    Electric power

           SOURCE  :     Author


           DIGEST  :    This bill reduces rates for large industrial  
          customers of the San Diego Gas & Electric Company.

           Assembly amendments  recast and reclarify provisions of the  
          bill without changing the intent.

                                                           CONTINUED





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           ANALYSIS  :    Current law requires the California Public  
          Utilities Commission (CPUC) to establish a rate ceiling of  
          $0.65/kwh for the energy portion of electric bills for  
          residential, small and medium commercial (less than 100  
          kwh), and street lighting customers of San Diego Gas and  
          Electric Company (SDG&E).

          The difference between SDG&E's actual energy costs and the  
          rate ceiling are tracked and recoverable from ratepayers if  
          the CPUC finds those charges to be "prudent and  
          reasonable."  Charges which are not prudent and reasonable  
          will be the responsibility of the SDG&E or, potentially,  
          the wholesale sellers of electricity.  If the CPUC  
          determines that raising the ceiling is in the public  
          interest and it completes a specified proceeding, the CPUC  
          may raise the ceiling, thereby reducing the undercollection  
          to be recovered in the future.  The ceiling is effective  
          through December 31, 2002, and may be extended for an  
          additional year if the CPUC finds extending it is in the  
          public interest.

          This bill reduces rates for large industrial customers of  
          San Diego Gas & Electric Company (SDG&E).  Specifically,  
          this bill:

          1.Requires the CPUC to establish an initial frozen rate of  
            $.065 per kilowatt hour (kWh) for all SDG&E customers not  
            subject to Public Utilities Code Section 332.1(b).

          2.Requires CPUC to consider the comparable energy  
            components of rates for comparable customer classes by  
            Pacific Gas & Electric (PG&E) and Southern California  
            Edison (SCE), if it determines it to be in the public  
            interest and to increase rates to a statewide average  
            level if it deems necessary.  Any such rate increase  
            would be retroactive to the date rate increases ordered  
            in the March 27, 2001, CPUC decision becomes effective.

          3.Prohibits any retroactive recovery of undercollections by  
            any investor-owned utilities (IOUs).

           Comments  








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          This bill removes large industrial customers of SDG&E from  
          the peril of market rates.  Large industrial customers are  
          the only remaining customer class of SDG&E subject to  
          market rates for electricity after enactment of SB 265.   
          This bill provides for a rate freeze for this remaining  
          customer class retroactive to the date of the State  
          Department of Water Resources (DRW) began to purchase  
          electricity for California.  The retroactive provision is  
          dated back to February 7, 2001, and any undercollection  
          resulting from the new rate will be provided for by bill  
          credit from SDG&E to its customers going forward.  The  
          payments forwarded from SDG&E to DWR from the effective  
          date of this bill will be net of the rate adjustment, but  
          no amount shall flow from DWR to SDG&E.

          Section 332.2 of this bill specifically mandates that no  
          IOU shall receive any retroactive recovery of  
          undercollections associated with the rate freeze.  This  
          should encourage CPUC to develop an appropriate energy rate  
          component going forward to minimize any undercollection to  
          DWR.

          This bill modifies the payment provisions of SDG&E to DWR  
          with regard to pass through and undercollection associated  
          with the rate freeze.  This is necessary because the energy  
          rate component of these payments will change with the  
          effectiveness of the new rate and will be net of amounts  
          already overpaid by customers.  This bill does not modify  
          the electric procurement obligations of DWR pursuant to any  
          contract or agreement in accordance with the Water Code  
          provisions.

           Background

          San Diego Price Cap Instituted   

          In 1999, the CPUC determined that SDG&E had collected the  
          money necessary to pay off all its stranded costs as  
          permitted under AB 1890 (Brulte), Chapter 854, Statutes of  
          1996, thereby eliminating the statutory frozen rate it  
          could charge its customers for energy.

          As a result, the deregulated wholesale price of electricity  
          was passed directly through to retail customers.  In the  







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          summer of 2000 wholesale prices soared, causing electric  
          bills to double or triple in some instances.  In response,  
          the State enacted a retail price cap for small and  
          medium-sized customers via AB 265 (Davis), Chapter 328,  
          Statutes of 2000.  The cap is set at 6.5 cents/kwh for the  
          energy portion of the electric bill, though the CPUC is  
          authorized to raise the cap if, after completing a  
          proceeding that looks at the reasonableness of SDG&E's  
          procurement of wholesale energy, it finds raising the cap  
          is in the public interest.  The total cost per kwh for  
          SDG&E non-CARE customers is 12.9 cents/kwh for baseline  
          amounts and 14.9 cents/kwh for amounts in excess of  
          baseline.

           Winter Wholesale Price Increases  

          The wholesale electric market deteriorated precipitously in  
          December 2000, with prices soaring to historic and  
          previously unimaginable high levels.  For example, on a  
          typical day in December 1999, electricity cost between  
          $0.02/kwh and $0.04/kwh.  In August 2000, when customers of  
          SDG&E were facing huge electric bills, the price of  
          electricity jumped to nearly $0.25/kwh.  By December 2000,  
          electricity was selling for over $1.00/kwh at peak times  
          and on some days was never less expensive than $0.62/kwh  
          even during the dead of night.

          These price increases have helped push PG&E and Southern  
          California Edison (SCE) to the brink of bankruptcy.  Power  
          generators and marketers in turn refused to sell  
          electricity to the utilities, concerned they wouldn't get  
          paid for their costly December power or their future power  
          sales.

           State Moves To Purchase Power  

          AB 1X (Keeley), Chapter 4, Statutes of 2001, authorized the  
          State, through the State Department of Water Resources  
          (DWR), to take over from the State's investor-owned  
          utilities (IOUs) the job of procuring electricity.  Under  
          AB 1X, DWR is authorized to purchase electricity and sell  
          it directly to end use customers.  The CPUC is required to  
          determine the difference between the utilities' cost of  
          operation (which no longer includes the cost of acquiring  







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          electricity in the open market) and their actual revenues,  
          as expressed in rates.  This difference is known as the  
          California Procurement Adjustment (CPA).  The CPUC shall  
          determine what portion of the CPA is allocable to the power  
          sold by DWR.  That amount is known as the Fixed Department  
          of Water Resources Set-Aside and is payable by the utility  
          to DWR for its costs.

          Because DWR is purchasing power on behalf of SDG&E  
          customers, the growth in SDG&E's balancing accounts (the  
          difference between the 6.5 cents/kwh rate ceiling and the  
          actual cost of the power purchased by DWR on SDG&E's  
          behalf) will slow dramatically.  That's because much of the  
          shortfall between actual power costs and the frozen rate is  
          owed to DWR, not SDG&E, and will be recaptured from SDG&E  
          customers.

          SDG&E's largest customers represent less than 0.4 percent  
          of the utility's total number of customers, but those  
          businesses account for 39 percent of the total electricity  
          used in SDG&E's service territory.

          The energy portion of the SDG&E bill is capped at  
          $0.65/kwh.  The comparable number for PG&E customers is  
          approximately the same, while for SCE customers it's closer  
          to $0.07/kwh.

           FISCAL EFFECT  :    Appropriation:  No   Fiscal Com.:  Yes    
          Local:  Yes

           SUPPORT  :   (Verified  4/04/01)

          San Diego Gas & Electric Company
          San Diego County Supervisors
          Utility Consumers' Action Network (UCAN)
          Sempra Energy
          The Utility Reform Network (TURN)
          San Diego Regional Chamber of Commerce
          California Restaurant Association
          Health Care Group
          San Diego Museum of Art
          Valley Center Municipal Water District
          Sledgehammer Theatre, San Diego
          The Globe Theatres







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          NC:kb  4/04/01   Senate Floor Analyses 

                         SUPPORT/OPPOSITION:  SEE ABOVE

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