BILL ANALYSIS                                                                                                                                                                                                    



                                                                       


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                              UNFINISHED BUSINESS


          Bill No:  SB 1976
          Author:   Torlakson (D)
          Amended:  8/15/02
          Vote:     27 - Urgency

           
           SENATE ENERGY, U.&C. COMMITTEE  :  8-0, 4/23/02
          AYES:  Bowen, Morrow, Alarcon, Battin, Murray, Sher,  
            Speier, Vincent

           SENATE APPROPRIATIONS COMMITTEE  :  Senate Rule 28.8

           SENATE FLOOR  :  38-0, 5/16/02
          AYES:  Ackerman, Alarcon, Alpert, Battin, Bowen, Brulte,  
            Burton, Chesbro, Costa, Dunn, Escutia, Figueroa, Haynes,  
            Johannessen, Johnson, Karnette, Knight, Kuehl, Machado,  
            Margett, McClintock, McPherson, Monteith, Morrow,  
            O'Connell, Oller, Ortiz, Peace, Perata, Polanco,  
            Poochigian, Romero, Scott, Sher, Soto, Speier, Torlakson,  
            Vasconcellos

           ASSEMBLY FLOOR  :  78-0, 8/19/02 - See last page for vote


           SUBJECT  :    California Energy Commission:  report

           SOURCE :     Author


           DIGEST  :    This bill requires the California Energy  
          Commission to prepare a report on the feasibility of  
          implementing dynamic pricing tariffs for electricity, as a  
          way to reduce or shift peak demand.  The bill also sets up  
          a process by which an investor-owned utility may obtain a  
                                                           CONTINUED





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          determination that its proposed electricity procurement  
          expenses will be deemed reasonable, and therefore  
          recoverable from ratepayers, before the procurement  
          expenses are incurred.

           Assembly Amendments  1) add all provisions relating to  
          procurement expenses for investor-owned utilities and 2)  
          clarify that the required report shall also study critical  
          peak and other dynamic pricing, in addition to real-time  
          pricing. 

           ANALYSIS  :    Existing law requires the State Public  
          Utilities Commission (PUC) to set the rates (tariffs)  
          charged to customers of investor-owned utilities (IOUs) and  
          requires the PUC to conduct pilot studies of real-time  
          metering, which authorize the PUC to adopt real-time  
          pricing tariffs.
           
           Existing law:

          1.Requires the rates of IOUs to be just and reasonable.

          2.Authorizes State Department of Water Resources (DWR) to  
            procure the net short electricity requirements of  
            electric utilities.

          3.Prohibits DWR from contracting for electricity after  
            December 31, 2002, but allows DWR to continue to  
            administer existing electricity purchase contracts after  
            that date.

          4.Provides that, to the extent practicable, power sold by  
            the DWR to retail and use customers shall be allocated   
            pro rata among all classes of customers.

          5.Requires California Energy Commission (CEC) to conduct an  
            ongoing assessment of the opportunities and constraints  
            presented by all forms of energy.

          This bill requires the CEC to report on real-time  
          electricity pricing tariffs, and sets up a process at the  
          PUC by which an IOU may obtain a determination that its  
          proposed electricity procurement expenses will be deemed  
          reasonable, and therefore recoverable from ratepayers,  







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          before the procurement expenses are incurred.   
          Specifically,  this bill  :

          1.Requires CEC to consult with the PUC and report, by March  
            2003, to the Legislature and the Governor regarding the  
            feasibility of implementing critical peak pricing, and  
            other dynamic pricing tariffs for electricity in  
            Califiornia.

          2.Specifies that the report shall consider:

             A.   How wholesale real-time prices would be calculated  
               and made available to customers.

             B.   Options for day-ahead and hour-ahead retail prices.

             C.   Options for facilitating customer response to  
               real-time prices and managing total customer costs.

             D.   Estimates of potential peak load reductions,  
               including shifting of peak load demand to off-peak  
               periods.

             E.   Options for incorporating demand responsiveness  
               into the wholesale competitive market and operations  
               of the California Independent System Operator.

             F.   Options for ensuring customer protection under a  
               real-time pricing scenario, including identifying how  
               to safeguard groups who may be disproportionately  
               vulnerable to the impact of volatile prices.

             G.   Options for a variety of customer classes,  
               including industrial and commercial properties that  
               receive electricity from a master-meter through a  
               submetered system.

          3.Require the PUC to allocate electricity provided by the  
            DRW among the IOUs.

          4.Require each IOU to file, and PUC to review and accept,  
            modify or reject, a procurement plan specifying the date  
            the IOU intends to resume procurement, and enabling IOU  
            to fulfill its obligation to serve its customers at just  







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            and reasonable rates, eliminating the need for  
            after-the-fact reasonableness reviews, and ensuring  
            timely recovery in rates of prospective procurement  
            costs.

          5.Require the procurement plan to be based on one or more  
            of the following standards of reasonableness:

             A.   An approved competitive bid-based procurement  
               process.

             B.   A performance-based incentive mechanism that shares  
               procurement risks and rewards between an IOU and its  
               customers.

             C.   Objective standards and review to determine the  
               recoverability of procurement transactions prior to  
               their execution.

          6.Require IOUs, in their procurement plans, in order to  
            fulfill unmet resource needs, procure renewable energy  
            resources with the goal of ensuring that at least  
            additional one percent per year of the electricity sold  
            by IOU is renewable energy until a 20 percent renewable  
            resources portfolio is achieved, provided sufficient  
            public goods charge funds are available to cover the  
            above-market costs of new renewable energy.

          7.Require PUC to establish balancing accounts for each IOU  
            to track the differences between revenues and procurement  
            costs incurred, to review the account semiannually, and  
            adjust rates or issue refunds to promptly amortize the  
            accounts.  Until January 1, 2006, adjustment is required  
            whenever an account is under- or over-collected by more  
            than five percent of IOU's actual recorded generation  
            revenues for the prior calendar year.  Require PUC to  
            provide for periodic review and modifications of  
            procurement plans.

          8.Authorize PUC to contract out for risk management and  
            strategy advisors.  Require PUC, prior to its approval of  
            any divestiture of generation assets owned by an IOU, to  
            determine the impact of the divestiture on the IOU's  
            procurement rates, and allows approval only if the PUC  







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            determines the divestiture will result in net ratepayer  
            benefits.

          9.Allow an IOU with less than 500,000 retail customers to  
            apply for an exemption from these provisions.

           Comments:  Re-time Pricing  

          The value and price of electricity varies by time of day  
          and season.  Consumption of electricity is much lower at  
          4:00 a.m. than it is at 4:00 p.m., and so is the price.   
          Traditional mechanical meters record the total amount of  
          electricity consumed between readings, but do not record  
          actual consumption patterns (temporal data).  Time-of-use  
          or real-time meters measure energy as it is being used,  
          providing an exact reading of how much energy was used at  
          any given time.

          Real-time pricing (RTP) refers to a system in which  
          customers pay their utility's actual cost of purchasing  
          electricity at the time it is consumed.  To accomplish  
          this, customers must have real-time meters, and the utility  
          must have a tariff which permits it to bill its customers  
          at its real-time procurement cost.

          RTP contrasts with the current rate system used by most  
          utility customers, in which electricity consumption is  
          recorded on a gross monthly basis and customers are billed  
          at rates which reflect the system average cost of  
          electricity, regardless of whether the individual customer  
          consumed it during periods of high or low demand.

          RTP also differs from time-of-use (TOU) rates, currently  
          used by commercial, industrial and agricultural customers,  
          as well as a small number of residential customers.  TOU  
          rates establish two or three different prices for different  
          times of the day and different rates for different seasons,  
          but do not reflect actual day-to-day variations in demand  
          and price, which can be significant.

          RTP exposes customers to market price signals and gives  
          them reason to respond to those signals, e.g., by using  
          less electricity at times of peak demand and more at times  
          of low demand.  The absence of price-responsive demand  







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          associated with fixed retail rates has been cited as a  
          contributor to spiking wholesale prices.  RTP supporters  
          believe it will result in reduced demand during peak  
          periods and empower customers to collectively mitigate  
          supplier market power by curtailing use when wholesale  
          prices spike.  Actual customer response to RTP has not been  
          widely tested.  Implementation of RTP for customers of the  
          investor-owned utilities would require the adoption of a  
          RTP tariff by the PUC.

          Last May, the CEC petitioned the PUC to implement an RTP  
          tariff as an alternative to the PUC-administered  
          interruptible program for customers with loads greater than  
          200 kilowatts (i.e., large commercial and industrial  
          customers).  Many of these customers have received  
          real-time meters pursuant to a program established by AB  
          29X (Kehoe), Chapter 8, Statutes of 2001, which  
          appropriated $35 million to the CEC for installation of  
          real-time meters.  According to the CEC, this program will  
          result in the installation of 22,000 meters statewide.   
          However, without a real-time pricing tariff, these meters  
          will have a limited public benefit.

          In August, the PUC rejected the CEC's proposed RTP tariff  
          and instead ordered the IOUs to propose RTP tariffs.  Each  
          of the IOUs filed RTP proposals in August.  The PUC has not  
          taken any further action on the proposed RTP tariffs.
           
          Two pending studies  .  There are two legislatively-mandated  
          reports outstanding on the subject of real-time pricing.   
          One was due March 31 (SB 1388 (Peace), Chapter 1040,  
          Statutes of 2000, Public Utilities Code Section 393); the  
          other is due June 30 (AB 29X (Kehoe), Chapter 8, Statutes  
          of 2001, Public Utilities Code Section 739.11).  

          The first has not been completed because it is contingent  
          on the end of the IOUs' rate freeze.  The second has not  
          been funded.  Both address the feasibility and efficacy of  
          real-time pricing by requiring pilot studies.

           Comments:  Procurement  

          This bill sets up a process whereby that review of the  
          reasonableness of an IOU's electricity procurement plan  







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          will occur in advance, rather than in hindsight, and  
          procurement made according to the PUC-approved procurement  
          plan will later be regarded as having been reasonable per  
          se because of the prior approval.

          Long-term contracts and credit ratings:  When the electric  
          market was restructure, PUC required IOUs to buy and sell  
          from the Power Exchange (PX), which initially offered only  
          day-ahead and hour-ahead markets.  In 1999, PX began  
          facilitating forward contract transactions in its block  
          forward market.  Purchases from PX were deemed reasonable  
          per se by PUC.  As a result of market conditions during the  
          energy crisis, long-term, bilateral contracts ere viewed as  
          an attractive way to stabilize volatile and high prices.   
          IOUs regard after-the-fact reviews of the reasonableness of  
          these contracts by PUC a deterrent to entering contracts.

          All three IOUs are preparing to resume their role in  
          procurement of electricity, but the credit rating agencies  
          have indicated in their analyses of IOUs that an investment  
          grade rating, which is for the most part essential for an  
          IOU in order to make large electricity purchases without  
          significant collateral, cannot be achieved without an  
          assurance that cost recover mechanism will be honored into  
          the future.  In a February 2002 publication, Standard and  
          Poor's stated among other things that investment grade  
          ratings for the IOUs will not be readily forthcoming if  
          utility procurement practices are to be subject to after  
          the fact reasonableness reviews.

          Restructuring of the electricity markets over the last  
          years throughout the nation has brought about new  
          challenges to electric utilities.  In the past in a  
          regulated environment, electric utilities usually had  
          guaranteed profit on every kilowatt-hour of electricity  
          sold.  A market-based electricity market no longer  
          guarantees profit. 

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

           SUPPORT  :   (Verified  8/19/02)

          California Manufacturers and Technology







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          Office of Ratepayer Advocates
          SchlumbergerSema
          Air Conditioning and Refrigeration Institute
          Building Owners and Managers Association
          Charles River Associates
          State Public Utilities Commission


           ASSEMBLY FLOOR  
          AYES:  Aanestad, Alquist, Aroner, Ashburn, Bates, Bogh,  
            Briggs, Bill Campbell, John Campbell, Canciamilla,  
            Cardenas, Cardoza, Cedillo, Chan, Chavez, Chu, Cogdill,  
            Cohn, Corbett, Correa, Cox, Daucher, Diaz, Dickerson,  
            Dutra, Firebaugh, Florez, Frommer, Goldberg, Harman,  
            Hertzberg, Hollingsworth, Horton, Jackson, Keeley, Kehoe,  
            Kelley, Koretz, La Suer, Leach, Leonard, Leslie, Liu,  
            Longville, Lowenthal, Maddox, Maldonado, Matthews,  
            Migden, Mountjoy, Nakano, Nation, Negrete McLeod,  
            Oropeza, Robert Pacheco, Rod Pacheco, Papan, Pavley,  
            Pescetti, Reyes, Richman, Runner, Salinas, Shelley,  
            Simitian, Steinberg, Strickland, Strom-Martin, Thomson,  
            Vargas, Washington, Wayne, Wiggins, Wright, Wyland,  
            Wyman, Zettel, Wesson

          NC:kb  8/20/02   Senate Floor Analyses 

                         SUPPORT/OPPOSITION:  SEE ABOVE

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