BILL NUMBER: AB 816 AMENDED BILL TEXT AMENDED IN SENATE JUNE 16, 2004 AMENDED IN SENATE JULY 2, 2003 AMENDED IN SENATE JUNE 16, 2003 AMENDED IN ASSEMBLY JUNE 2, 2003 AMENDED IN ASSEMBLY MAY 6, 2003 AMENDED IN ASSEMBLY APRIL 8, 2003 AMENDED IN ASSEMBLY MARCH 25, 2003 INTRODUCED BY Assembly Member Reyes(Principal coauthors: Assembly Members Canciamilla and Richman)FEBRUARY 20, 2003An act to amend Section 80110 of the Water Code, relating to electric power.An act to amend Sections 64000 and 64001 of the Education Code, relating to categorical education programs. LEGISLATIVE COUNSEL'S DIGEST AB 816, as amended, Reyes.Local publicly owned electric utilities: Public Utilities Commission: direct transactionsConsolidated application for categorical programs . Existing law establishes a consolidated application process for funds provided under specified state and federal categorical programs and requires the Superintendent of Public Instruction to establish the content, process, and frequency for conducting reviews of district achievement related to those categorical programs. Existing law requires that school districts ensure that each school in a district operating those categorical programs consolidate any plans that are required by those programs into a single plan, to be known as the Single Plan for Pupil Achievement. Existing law requires that this plan be aligned with school goals for improving pupil achievement, and prescribes related matters. This bill would expand the list of categorical programs covered by those provisions to include, at the discretion of the Superintendent and with the approval of the state board, other state and federal categorical programs that provide for the state monitoring of compliance with program requirements. The bill would also require the Superintendent to conduct a review of a categorical program covered by those provisions, and to determine whether the program is in compliance with state and federal law. The bill would require the Superintendent, if appropriate, to assist a school district to develop and complete a corrective action plan.(1) Existing law authorizes the Department of Water Resources to administer existing contracts for the purchase of electric power, and to sell power to retail end-use customers and, with specified exceptions, local publicly owned electric utilities, at not more than the department's acquisition costs. Existing law imposes on retail end-use customers of electrical corporations and community choice aggregators nonbypassable charges to repay certain costs of the department and electrical corporations. Under existing law, the Public Utilities Commission has regulatory authority over public utilities, including electrical corporations, and authorizes the commission to fix just and reasonable rates and charges. Existing law requires the commission to authorize direct transactions between electricity suppliers and end-use customers, also known as direct access. Existing law suspends, after a period of time to be determined by the commission, the right of a retail end-use customer to acquire electricity from other electric service providers pursuant to direct transactions, until the department no longer supplies electricity under those provisions. Pursuant to these provisions, the commission has instituted a rulemaking proceeding to implement the suspension of direct access to result in a decision and order adopting cost responsibility surcharge mechanisms for municipal departing load. This bill would require the commission to reinstate the right of retail end-use customers with a load requirement of 500 kilowatts or more to acquire electricity from other electric service providers subject to specified conditions. Retail end-use customers under single ownership would be authorized to aggregate load served by multiple meters, to meet the 500 kilowatt load requirement. The bill would require the commission, in considering the procurement plan of an electrical corporation, to set the amount of direct access permitted to minimize the potential that the electrical corporation will enter into commitments that the subsequent exercise of direct access will render unnecessary or excessive. The bill would require the commission to adopt rules it determines to be necessary to implement the reinstatement of direct access, including any notice requirements imposed as a condition of direct access, and provisions to ensure the prompt recovery by an electrical corporation of costs it incurs to reinstate and administer direct access. Because a violation of a rule or order of the commission is a crime under existing law, the bill would impose a state-mandated local program by creating a new crime. This bill would declare the intent of the Legislature to enact legislation that will conform to the decision and order of the commission adopting cost responsibility surcharge mechanisms for municipal departing load, provided that the decision and order will not result in cost shifting to bundled service customers of electrical corporations for recoverable costs reasonably incurred on behalf of departing municipal load. (2) The California Constitution requires the state to reimburse local agencies and school districts for certain costs mandated by the state. Statutory provisions establish procedures for making that reimbursement. This bill would provide that no reimbursement is required by this act for a specified reason.Vote: majority. Appropriation: no. Fiscal committee: yes. State-mandated local program: yes. THE PEOPLE OF THE STATE OF CALIFORNIA DO ENACT AS FOLLOWS:SECTION 1. It is the intent of the Legislature to enactSECTION 1. Section 64000 of the Education Code is amended to read: 64000. (a)The provisions of thisThis partshall applyapplies to applications for funds under the following categorical programs: (1) School library programs established pursuant to Chapter 2 (commencing with Section 18100) of Part 11. (2) Staff development centers and programs established pursuant to Chapter 3.1 (commencing with Section 44670) of Part 25. (3) School improvement programs established pursuant to Chapter 6 (commencing with Section 52000) of Part 28. (4) Bilingual education programs pursuant to Article 3 (commencing with Section 52160) of Chapter 7 of Part 28. (5) School-based coordinated categorical programs established pursuant to Chapter 12 (commencing with Section 52800) of Part 28. (6) Economic Impact Aid programs established pursuant to Chapter 1 (commencing with Section 54000) of Part 29. (7) The Miller-Unruh Basic Reading Act of 1965 pursuant to Chapter 2 (commencing with Section 54100) of Part 29. (8) Compensatory education programs established pursuant to Chapter 4 (commencing with Section 54400) of Part 29, except for programs for migrant children pursuant to Article 3 (commencing with Section 54440) of Chapter 4 of Part 29. (9) Programs providing assistance to disadvantaged pupils under Section 6312 of Title 20 of the United States Code, and programs providing assistance for neglected or delinquent pupils who are at risk of dropping out of school, as funded by Section 6421 of Title 20 of the United States Code. (10) Capital expense funding, as provided by Title I of the Improving America's Schools Act of 1994 (20 U.S.C. Sec. 1001 et seq.). (11) Tenth grade counseling programs established pursuant to Section 48431.6. (12) California Peer Assistance and Review Programs for Teachers established pursuant to Article 4.5 (commencing with Section 44500) of Chapter 3 of Part 25. (13) Professional development programs established pursuant to Section 6601 of Title 20 of the United States Code. (14) Innovative Program Strategies Programs established pursuant to Section 7303 of Title 20 of the United States Code. (15) Programs established under the federal Class Size Reduction Initiative (P.L. 106-554). (16) Programs for tobacco use prevention funded by Section 7115 of Title 20 of the United States Code. (17) School safety and violence prevention programs, established pursuant to Article 3.6 (commencing with Section 32228) of Chapter 2 of Part 19. (18) Safe and Drug Free Schools and Communities programs established pursuant to Section 7113 of Title 20 of the United States Code. (19) At the discretion of the Superintendent and with the approval of the State Board of Education, this part shall also apply to other state and federal categorical programs that provide for state monitoring of compliance with program requirements. (b) Each school district that elects to apply for any of these state funds shall submit to theState Department of Educationdepartment , for approval by the State Board of Education, a single consolidated application for approval or continuance of those state categorical programs subject to this part. (c) Each school district that elects to apply for any of these federal funds may submit to theState Department of Educationdepartment for approval, by the State Board of Education, a single consolidated application for approval or continuance of those federal categorical programs subject to this part. SEC. 2. Section 64001 of the Education Code is amended to read: 64001. (a) Notwithstanding any otherprovision oflaw, a schooldistrictsdistrictshallis notberequired to submit to theState Department of Educationdepartment , as part of the consolidated application, school plans for categorical programs subject to this part. School districts shall assure, in the consolidated application, that the Single Plan for Pupil Achievement established pursuant to subdivision(d)(f) has been prepared in accordance with law, that schoolsite councils have developed and approved a plan, to be known as the Single Plan for Pupil Achievement for schools participating in programs funded through the consolidated application process, and any other school program they choose to include, and that school plans were developed with the review, certification, and advice of any applicable school advisory committees. The Single Plan for Pupil Achievement may also be referred to as the Single Plan for Student Achievement. The consolidated application shall also include certifications by appropriate district advisory committees that the application was developed with review and advice of those committees.For(b) For any consolidated application that does not include the necessary certifications or assurances, theState Department of Educationdepartment shall initiate an investigation to determine whether the consolidated application and Single Plan for Pupil Achievement were developed in accordance with law and with the involvement of applicable advisory committees and schoolsite councils.(b)(c) (1) Onsite school and district compliance reviews of categorical programs shall continue, and school plans shall be required and reviewed as part of these onsite visits and compliance reviews. The Superintendentof Public Instructionshall establish the process and frequency for conducting reviews of district achievement and compliance with state and federal categorical program requirements.In addition, the Superintendent of Public InstructionThe Superintendent shall establish the content of these instruments, including any criteria for differentiating these reviews based on the achievement of pupils, as demonstrated by the Academic Performance Index developed pursuant to Section 52052, available data pertaining to the effectiveness of categorical programs, and evidence of district compliance with state and federal law. The State Board of Education shall review the content of these instruments for consistency withState Board of Educationstate board policy. (2) The Superintendent shall conduct a review of each categorical program, based upon an analysis of available data including pupil achievement data and test results. The Superintendent shall determine whether a program is in compliance with state and federal law. The Superintendent shall identify corrective action to be taken, if appropriate, and assist a school district to develop and complete a corrective action plan.(c)(d) A school district shall submit school plans whenever theState Department of Educationdepartment requires the plans in order to effectively administer any categorical program subject to this part. TheState Department of Educationdepartment may require submission of the school plan for any school that is the specific subject of a complaint involving any categorical program or service subject to this part. (e) TheState Department of Educationdepartment may require a school district to submit other data or information as may be necessary for the department to effectively administer any categorical program subject to this part.(d)(f) Notwithstanding any otherprovision oflaw, as a condition of receiving state funding for a categorical program pursuant to Section 64000,and in lieu of the information submission requirements that were previously required by this section prior to the amendments that added this subdivision and subdivisions (e) to (i), inclusive,school districts shall ensure that each school in a district that operates any categorical programs subject to this part consolidates any plans that are required by those programs into a single plan. Schools may consolidate any plans that are required by federal programs subject to this part into this plan, unless otherwise prohibited by federal law. That plan shall be known as the Single Plan for Pupil Achievement or may be referred to as the Single Plan for Student Achievement.(e)(g) Plans developed pursuant to subdivision (d) of Section 52054, and Section 6314 and following of Title 20 of the United States Code,shallsatisfythisthe requirement of subdivision (f) .(f)(h) Notwithstanding any otherprovision oflaw, the content of a Single Plan for Pupil Achievement shall be aligned with school goals for improving pupil achievement. School goals shall be based upon an analysis of verifiable state data, including the Academic Performance Index developed pursuant to Section 52052 and the EnglishLanguage Developmentlanguage development test developed pursuant to Section 60810, and may include any data voluntarily developed by districts to measure pupil achievement. The Single Plan for Pupil Achievement shall, at a minimum, address how funds provided to the school through any of the sources identified in Section 64000 will be used to improve the academic performance of all pupils to the level of the performance goals, as established by the Academic Performance Index developed pursuant to Section 52052. The plan shall also identify the schools' means of evaluating progress toward accomplishing those goals andhowthe manner in which state and federal law governing these programs will be implemented.(g)(i) The plan required by this section shall be reviewed annually and updated, including proposed expenditure of funds allocated to the school through the consolidated application, by the schoolsite council, or, if the school does not have a schoolsite council, by schoolwide advisory groups or school support groups that conform to the requirements of Section 52012. The plans shall be reviewed and approved by the governing board of the local education agency at a regularly scheduled meeting whenever there are material changes that affect the academic programs forstudentspupils covered by programs identified in Section 64000.(h)(j) The school plan and subsequent revisions shall be reviewed and approved by the governing board of the school district. School district governing boards shall certify that, to the extent allowable under federal law, plans developed for purposes of this section are consistent with district local improvement plans that are required as a condition of receiving federal funding.(i) Nothing in this act may be construed to prevent(k) This section does not prohibit a school district, at its discretion, from conducting an independent review pursuant to subdivision (c) of Section 64001 as that section read on January 1, 2001.subsequent legislation that will conform to the decision and order of the Public Utilities Commission adopting cost responsibility surcharge mechanisms for municipal departing load, provided that the decision and order will not result in cost shifting to bundled service customers of an electrical corporation for recoverable costs reasonably incurred on behalf of departing municipal load. SEC. 2. Section 80110 of the Water Code is amended to read: 80110. (a) The department shall retain title to all power sold by it to the retail end-use customers. The department shall be entitled to recover, as a revenue requirement, amounts and at the times necessary to enable it to comply with Section 80134, and shall advise the commission as the department determines to be appropriate. Those revenue requirements may also include any advances made to the department hereunder or hereafter for purposes of this division, or from the Department of Water Resources Electric Power Fund, and General Fund moneys expended by the department pursuant to the Governor's State of Emergency Proclamation, dated January 17, 2001. For purposes of this division and except as otherwise provided in this section, the commission's authority as set forth in Section 451 of the Public Utilities Code shall apply, except any just and reasonable review under Section 451 shall be conducted and determined by the department. The commission may enter into an agreement with the department with respect to charges under Section 451 for purposes of this division, and that agreement shall have the force and effect of a financing order adopted in accordance with Article 5.5 (commencing with Section 840) of Chapter 4 of Part 1 of Division 1 of the Public Utilities Code, as determined by the commission. In no case shall the commission increase the electricity charges in effect on February 1, 2001, for residential customers for existing baseline quantities or usage by those customers of up to 130 percent of existing baseline quantities, until the department has recovered the costs of power it has procured for the electrical corporation's retail end-use customers as provided in this division. (b) The commission shall reinstate the right of retail end-use customers with a load requirement of 500 kilowatts or more to acquire service from other electric service providers pursuant to Article 6 (commencing with Section 360) of Chapter 2.3 of Part 1 of Division 1 of the Public Utilities Code, once each of the following conditions are met: (1) The commission has established a cost responsibility surcharge for customers that opt for direct transactions. Each retail end-use customer that has purchased power from an electrical corporation on or after February 1, 2001, shall bear a fair share of the department' s electricity purchase costs that are recoverable from electrical corporation customers in commission-approved rates including costs described in subdivisions (d), (e), (f), and (g) of Section 366.2. (2) The State of California has issued revenue bonds pursuant to Chapter 2.5 (commencing with Section 80130). (3) The electrical corporations are procuring electricity under procurement plans pursuant to Section 454.5 of the Public Utilities Code. (4) The commission has resolved all issues necessary to reinstate direct transactions in the direct access phase of commission Rulemaking 02-01-011. This subdivision does not require update proceedings on the direct access cost responsibility surcharge to be considered a condition of reinstating the right of retail end-use customers to acquire electricity from electric service providers. (5) The commission has adopted rules for the treatment of direct access customers who voluntarily or involuntarily return to electrical corporation bundled service. The rules adopted by the commission shall ensure that electric corporation customers receiving bundled service are indifferent to cost shifting caused by direct access customers returning to bundled service. (c) Customers receiving service from electric service providers on January 1, 2004, shall continue to have the right to obtain electricity from electric service providers, and any customer exempt from a direct access cost responsibility surcharge on that date, shall remain exempt, unless and until that time when, the customer returns to bundled utility service and thereafter obtains service from an electric service provider. (d) Retail end-use customers under single ownership may aggregate their load served by multiple meters, to meet the 500 kilowatt load requirement of subdivision (b). The commission shall design a regulatory framework to implement permissible customer aggregation pursuant to this subdivision by June 23, 2004. (e) The department shall have the same rights with respect to the payment by retail end-use customers for power sold by the department as do providers of power to those customers. (f) The commission, in considering the procurement plan of an electrical corporation, shall set the amount of direct access permitted to minimize the potential that the electrical corporation will enter into commitments that the subsequent exercise of direct access will render unnecessary or excessive. (g) The commission shall adopt rules it determines to be necessary to implement the reinstatement of direct access pursuant to this section, including any notice requirements imposed as a condition of direct access, and provisions to ensure the prompt recovery by an electrical corporation of costs it incurs to reinstate and administer direct access. SEC. 3. No reimbursement is required by this act pursuant to Section 6 of Article XIII B of the California Constitution because the only costs that may be incurred by a local agency or school district because in that regard this act creates a new crime or infraction, eliminates a crime or infraction, or changes the penalty for a crime or infraction, within the meaning of Section 17556 of the Government Code, or changes the definition of a crime within the meaning of Section 6 of Article XIII B of the California Constitution.