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

          SB 8X -  Alarcon                                  Hearing Date:   
          May 1, 2001                S
          As Amended: April 25, 2001                   Non-FISCAL       B
                                                                        X
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                                      DESCRIPTION
          
           This bill  finds that public power is one way for customers to  
          increase their control over energy pricing and supply.

           Current law  permits individual customers to aggregate their  
          electric loads on a voluntary basis, provided that each customer  
          does so by a positive written declaration (opt-in).

           This bill  permits public agencies to serve as aggregators for  
          the businesses and residential customers within the territory of  
          that agency after a majority vote of its elected governing body.  
           If a customer wishes to be served by someone other than the  
          entity selected by the public agency, he or she may do so upon  
          written notice (opt-out) to the public agency pursuant to the  
          rules established by that agency.

           Current law  bars a municipal utility from selling electric power  
          to the customers of an investor-owned utility (IOU), and  
          vice-versa, unless each utility consents.

           This bill  allows a municipal utility to sell to customers of an  
          IOU if the customers of the IOU agree and the municipal utility  
          provides low-income public benefit programs at least as  
          beneficial as the IOU.  This provision sunsets in 18 months and  
          is replaced with a provision that permits a municipal utility to  
          sell electric power to the customers of an IOU, and vice versa,  
          only if the regulatory body of the utility selling electricity  
          first finds that such sales won't harm its own customers.

                                      BACKGROUND
           
          In comparison to IOUs (e.g. Pacific Gas & Electric, Southern  
          California Edison, and San Diego Gas & Electric), municipal  









          utilities appear to many to be islands of stability, supply  
          adequacy, and rational prices.  This has led to efforts to  
          encourage municipalization, including SB 23X (Soto), which is  
          scheduled to be heard today by this committee, and to permit  
          municipal utilities to serve customers outside of their  
          traditional service areas.

          Municipalization arguably increases local control and may  
          ultimately help insulate customers from the dysfunctional  
          wholesale electric market.  However, in and of itself,  
          municipalization isn't a short-term panacea for today's electric  
          problems.










































          The concept of community aggregation, wherein the governing body  
          of the community, such as the city council, could choose an  
          electric supplier for the entire community, was discussed but  
          ultimately tabled during the 1996 electric restructuring  
          debates.  This bill resurrects that concept by permitting the  
          governing body to select a provider of electric service which  
          then becomes the default provider for everyone in the community.  


          During those 1996 discussions, the issue of competition between  
          municipal utilities and IOUs was also discussed.  At that time,  
          the concern was that the IOU's would have lower costs, which  
          would make it very tough for the municipal utilities to compete.  
           The shoe now appears to have wound up on the other foot, at  
          least for the time being.

          This two-part bill proposes, via community aggregation, to let  
          customers band together and shop around, as well as to let those  
          customers choose to buy power from a municipal utility even if  
          they're located in an IOU service territory.  Nothing in this  
          bill deals with competition in the distribution of electricity.   
          Rather, the bill deals with competition in the sense of a direct  
          access relationship between a municipal utility and customers of  
          an IOU.

                                       COMMENTS
           
           1.Community Aggregation  .  The concept of community aggregation  
            is an attempt to create buying power within a community.  By  
            aggregating a community's buying power, the community will  
            theoretically benefit by obtaining lower prices and better  
            service than if individual community members made their own  
            deals.  For example, a city will choose a single garbage  
            collection company for all its citizens and businesses instead  
            of allowing every homeowner to go out and contract for garbage  
            service on their own.

            The electricity world today is a seller's market, not a  
            buyer's market.  As such, any benefits of community  
            aggregation may be hard to realize, at least over the next few  
            years.  As the Department of Water Resources (DWR) continues  
            to buy power for IOU customers, community aggregators will  
            likely be subject to the same exit fees as any other direct  
            access customers, further diminishing any benefits of  
            community aggregation.









            Given that reality and the prospect for a continuing imbalance  
            over the next several years,  the author and committee may wish  
            to consider  whether creating more competing buyers in a  
            stagnant world of sellers will only serve to bid  up  the price  
            people will pay for electricity.  

            SB 73X (Alpert), which is pending before this committee, deals  
            with the notion of a "buyer's cartel" to offset the power of a  
            "seller's cartel," which is how some view the status of  
            current energy market in California.  The notion of a buyer's  
            cartel is that all buyers would act as one.  This bill is  
            somewhat the antithesis of a buyer's cartel in that while it  
            allows individuals to join together and form blocks, those  
            blocks will still be competing against one another to buy  
            power - a competition that may, in the short term, only serve  
            to drive  up  the price for electricity. 

           2.Opt-In vs. Opt-Out  .  Under current law, people can aggregate  
            their electric loads on a voluntary basis, provided that each  
            customer "opts in" to the system.  This bill changes the  
            burden on the individual consumer because it permits, for  
            example, a city council to decide to aggregate the load for  
            everyone within the boundaries of the city and requires the  
            individual consumer to "opt-out" if he or she wants to  
            continue buying power from their existing - or another -  
            provider.  




























           3.Affect On DWR Power Purchases  .  The second part of the bill  
            allows municipal utilities to offer service to IOU customers  
            without letting IOUs provide similar service to municipal  
            utility customers.

            DWR continues to search, on a daily basis, for affordable  
            electricity to meet the needs of IOU customers.  This bill, by  
            allowing a municipal utility with surplus power to sell to -  
            for example - city that aggregates its customers, gives the  
            municipal utility the ability to play DWR and the city off one  
            another to drive up the price for that power. 

            No matter which entity winds up buying that power, it appears  
            that DWR - and its customers - will wind up paying more.   
            Under one scenario, the municipal utility would stop selling  
            its supposedly cheaper power to DWR and instead would sell it  
            to a specific city.  In this case, DWR's costs and the costs  
            for all of its ratepayers would go up because DWR wouldn't  
            have access to that cheaper power.  Under the second scenario,  
            DWR and the aggregating city would bid up the price of that  
            municipal power, but because the prices paid for power by IOU  
            customers are currently frozen, the aggregating city would  
            logically stop bidding for the power once it hits the frozen  
            rate.  In this case, DWR would wind up with the power, but  
            it'll be paying more for it than it otherwise would have had  
            the city not been able to bid up the cost of the electricity.

           4.Which Customers Will Be Harmed?   Under current law, an IOU has  
            to agree to allow a municipal utility to come into its  
            territory to compete and vice-versa.  Under this bill, for 18  
            months, a municipal utility has the ability to unilaterally  
            decide to offer service to customers in an IOU territory  
            without having to open its territory to the IOU.

            After 18 months, this bill "levels the playing field" by  
            allowing IOUs and municipal utilities to sell to one another's  
            customers without requiring the consent of the other utility  
            if the regulatory body of the utility selling electricity  
            first finds that such sales won't harm its customers. 

            This provision opens municipal utility districts to  
            competition notwithstanding any decision of their local  
            governing board.  This conflicts with one of the benefits of  
            creating a municipal utility district (the ability of a  
            locally-created board to control what happens within the  
            district's boundaries) and runs contrary to the intent  








            language section of this bill, which states as its goal  
            increasing access to public power.

            Overall, the policy proposed by this bill - both within the 18  
            month window and after that window closes - will have an  
            impact on utility customers and the rates they pay, though  
            it's impossible to tell who the winners and losers will be  
            over the long terms.  

            In the short term, with municipal utilities having the ability  
            to provide power at levels cheaper than the IOUs, it appears  
            those municipal utilities and the customers they're able to  
            sign up will be the winners.  The losers will be the IOUs, DWR  
            (which is buying some amount of power for the IOUs), and the  
            other DWR ratepayers.  

            However, municipal power hasn't always been cheaper than IOU  
            power.  If the shoe changes feet again and municipal utility  
            customers choose to aggregate and buy power from an IOU (as  
            permitted by this bill after 18 months), it's the municipal  
            utility, its board, and its remaining customers who will wind  
            up "losing" and will in turn face the prospect of a rate  
            increase.































           5.DWR Costs  .  To the extent that DWR has contracted for  
            electricity on behalf of IOU customers, the loss of those  
            customers to a different provider may result in stranded costs  
            which DWR will need to collect from the remaining IOU  
            customers.  There has been a consistent effort to ensure that  
            customer choice doesn't create stranded costs that the  
            remaining customers are required to pick up via higher bills  
            (see, for example, SB 27X [Bowen]).   The author and committee  
            may wish to consider  whether such protection is also  
            appropriate for this bill.

           6.Technical Amendment  .  Sections 3 and 4 of the bill should be  
            clarified to assure that the competition between the IOU and  
            the municipal utility contemplated by this bill is direct  
            access competition and not distribution competition.

           7.Related Legislation  .  SB 23X (Soto), which is pending in this  
            committee, makes it easier for cities and counties to form  
            municipal utility districts.

            AB 48X (Migden), which is pending in the Assembly  
            Appropriations Committee, is similar to this bill.

            AB 54X (Wright), which is pending in this committee, permits  
            the Los Angeles Department of Water & Power (LADWP) to sell  
            power to five specific governmental entities in the Southern  
            California Edison service territory.

            SB 1172 (Kuehl), which is pending in this committee, permits  
            LADWP to provide service to an entire property if LADWP serves  
            part of that property.

                                       POSITIONS
           
           Sponsor:
           
          Author

           Support:
           
          East Bay Municipal Utility District
          League of California Cities

           Oppose:
           
          None on file















          Randy Chinn
          SB 8X Analysis
          Hearing Date:  May 1, 2001