BILL ANALYSIS                                                                                                                                                                                                    





                                                                  AB 2006

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          GOVERNOR'S VETO
          AB 2006 (Nunez)
          As Amended  August 25, 2004
          2/3 vote

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          |ASSEMBLY:  |50-28|(May 27, 2004)  |SENATE: |22-14|(August 26,    |
          |           |     |                |        |     |2004)          |
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          |ASSEMBLY:  |45-30|(August 27,     |        |     |               |
          |           |     |2004)           |        |     |               |
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           Original Committee Reference:   U. & C.  
           
          SUMMARY  :  Enacts the Reliable Electric Service Act of 2004  
          (RESA) and specifies cost recovery and obligation to serve  
          provisions for investor owned utilities (IOUs), long term  
          procurement planning requirements, resource adequacy  
          requirements, and the California Public Utilities Commission  
          (PUC) process reform requirements.

           The Senate amendments  enact RESA and set forth findings and  
          declarations related to each of the provisions below:

          1)Obligation to serve:  Restates and further specifies IOUs'  
            obligation to plan for and provide to its customers reliable  
            electric service, as defined.  IOUs have no obligation to buy  
            electricity or meet resource adequacy requirements for  
            customers taking unregulated "direct access" service.

          2)Cost recovery:  Requires PUC to approve and maintain rates  
            sufficient to ensure an IOU fully recovers:

             a)   IOU's initial capital investment in resources approved  
               and found reasonable by PUC in the certificate of Public  
               Convenience and Necessity (CPCN) process; and,

             b)   IOU's full costs of contracting for generation resources  










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               with another entity, taking collateral requirements and  
               debt equivalence associated with the contract into account.

            Provide this bill doesn't alter the requirements of existing  
            law regarding cost recovery described above.

            Declare the Legislature's intent to reaffirm California's  
            traditional regulatory compact, as described.

          3)Long-term planning:  Requires each IOU to prepare a long-term  
            integrated resource plan (IRP) every three years to achieve a  
            diversified portfolio of resources to serve its customers.   
            IRP must include five- and 10-year forecasts and identify  
            needed resources.  PUC must review and approve IRP, and may  
            make revisions it determines necessary.

          Requires IRP to provide for investments in energy efficiency and  
            load management resources that compare favorably to supply  
            alternatives in terms of costs, environmental improvements and  
            reliability.

          Requires IRP to provide for investments in necessary generation  
            resources, including contracts for existing, new, re-powered  
            or co-generation projects.

          Authorizes IRP to provide for investments in distributed  
            generation resources under specified conditions related to  
            improving reliability and deferring traditional distribution  
            investments.

          Requires an IOU, through its IRP, to meet resource adequacy  
            requirements for the electric load of its customers through a  
            portfolio of contracted-for generation and IOU-owned  
            generation, combining the potential benefits of a competitive  
            wholesale market, including operating efficiencies and lower  
            prices, with the stability of cost-of-service generation  
            resources, to achieve the "best value" for ratepayers at just  
            and reasonable rates.

          4)Transmission:  Requires PUC to prepare a plan to streamline  
            the siting process for transmission projects, and a report on  
            the status of transmission projects pending in CPCN process,  










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            and submit them to the Governor and Legislature in 2005.

          5)Resource adequacy:  Requires all load-serving entities (e.g.,  
            IOUs, energy service providers (ESPs) and community choice  
            aggregators), except municipal utilities and customer  
            generation, to meet the same requirements for resource  
            adequacy, resource diversity and the Renewable Portfolio  
            Standard (RPS) applicable to IOUs.

          Requires PUC to establish, implement and enforce resource  
            adequacy requirements as specified.  Requires the cost of  
            meeting resource adequacy requirements to be equitably  
            recovered from all customers through PUC-approved rates.

          6)PUC process reform:  Requires PUC, prior to adopting any  
            settlement that affects customer rates, to hold hearings and  
            review alternatives to the settlement, to ensure the  
            settlement resolves the issue at the lowest reasonable cost to  
            ratepayers.  All rate-changing decisions must be made in  
            public.

          Establishes the same detailed conflict-of-interest standards to  
            PUC Commissioners that currently apply to the California  
            Energy Commission; PUC Commissioners may not have income from  
            the companies they are to regulate, and they may not  
            participate in any decision in which they, or specified  
            relatives or associates, have a financial interest.

          Requires PUC, prior to approving a utility power plant, to  
            review similar proposals from non-utility generators.  If an  
            alternative is put forward which achieves the same or better  
            reliability and environmental performance at a lower cost, PUC  
            must then deny the utility's proposal.

           AS PASSED BY THE ASSEMBLY  , this bill:

          1)Required PUC to approve and maintain just and reasonable rates  
            sufficient to ensure that IOUs fully recover the cost of  
            investments found reasonable by PUC.  This cost recovery  
            assurance applies to direct investment made by IOUs and IOUs'  
            reasonable opportunity to fully recover reasonable costs of  
            contracting for generation resources as determined by PUC.










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          2)Required IOUs to file, and PUC to review and approve, long  
            term resource plans, consistent with existing law  
            requirements, to include demand and supply forecasts for 5,  
            10, and 15 years and to ensure adequate resources to serve IOU  
            customers.

          3)Required IOUs to recommend to PUC approval of generation  
            resources necessary to meet diversified resource adequacy  
            requirements consistent with the following:  a non-utility  
            generation selected through a competitive solicitation; b)  
            bilateral contracts, determined to be reasonably priced  
            relative to a PUC-developed market based benchmark; and, c)  
            utility owned generation as filed by an IOU consistent with  
            its approved procurement plan and determined by PUC to be  
            reasonably priced relative to PUC benchmark.

          4)Required IOUs to invest in transmission infrastructure based  
            on need determined by the Independent System Operator (ISO).

          5)Required PUC, by December 31, 2005, to adopt rules and  
            establish a core/non core service model for electrical  
            service, with non-core customers defined as those with maximum  
            peak demand exceeding 500 kilowatt.

          6)Allowed non-core customers to enter into direct transactions  
            with for non-IOU ESPs, and requires PUC to prevent any cost  
            shifting to IOU customers as a result of direct access (DA)  
            electrical purchases.

          7)Required ESPs with DA contracts to meet PUC-approved resource  
            adequacy requirements.

          8)Allowed non-core customer utilizing DA to receive default  
            electric service from an IOU by paying the higher of the  
            short-term spot market rate or the otherwise applicable tariff  
            rate.

          9)Required non-core customers electing to remain with IOU to  
            make five-year rolling commitments for IOU service.

          10)Subjected all non-IOU electric service providers, including  










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            community choice aggregators, excluding local publicly owned  
            utilities, customer generation serving specific customer load,  
            and over the fence transactions to the same requirements for  
            resource adequacy and diversity as apply to IOUs.

          11)Required PUC, in consultation with ISO, to establish  
            requirements to ensure adequate generation capacity to  
            reliably serve all electrical customers per #10), above, and  
            required ISO to enforce these requirements in a  
            non-discriminatory manner.

           FISCAL EFFECT  :  Unknown

           COMMENTS  : 

          1)Background and purpose of this bill:  Existing law requires  
            rates charged by public utilities to be just and reasonable  
            and assigns responsibility for ensuring the reasonableness of  
            rates to PUC.  This authority is a foundation of utility  
            regulation, dating back to the establishment of PUC's  
            predecessor, the Railroad Commission, in 1909.  The power to  
            review expenses that are recoverable from utility ratepayers  
            was judged necessary to protect the public from the exercise  
            of public utilities' monopoly powers.  The purpose of PUC is  
            to determine the reasonable expenses of utility service (cost  
            of service) and provide for equitable recovery of these costs  
            from customers (rate-making).

          In an effort to facilitate both wholesale and retail  
            competition, PUC decisions implementing electric industry  
            restructuring compelled IOUs to sell off power plants needed  
            to serve their own customers, then required IOUs to buy and  
            sell all their power through spot markets.  At the same time,  
            long-term resource planning and investment was abandoned in  
            favor of a laissez faire, "reliability through markets"  
            approach.

          As a result of market conditions during the energy crisis,  
            long-term, bilateral contracts were viewed as an attractive  
            way to stabilize volatile and high prices.  However, review of  
            the reasonableness of these contracts by PUC was viewed by  
            IOUs as a deterrent to entering such contracts, when spot  










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            market purchases were not subject to review.

          PUC review of contracts presented the possibility that recovery  
            of certain contract expenses would be disallowed if the  
            contract was judged to be an unreasonable deal (e.g., unjust  
            price or inappropriate conduct).  On the other hand, if the  
            contract was a great deal, IOU got no reward beyond the  
            ability to recover its costs.  IOUs complained these  
            circumstances placed all the downside risk on them and created  
            a disincentive to enter into long-term contracts.  The  
            competing argument was if IOUs were permitted to pass their  
            power purchase costs on to their customers unconditionally,  
            they had little incentive to negotiate the best deal.

          To pave the way for IOUs to resume their procurement duties  
            after the energy crisis, AB 57 (Wright), Chapter 835, Statutes  
            of 2002, addresses the procurement review issue by  
            establishing a process under which an IOU can be assured its  
            electricity procurement expenses will be recoverable in rates,  
            if that procurement is conducted consistent with a  
            PUC-approved procurement plan.  AB 57 relates only to  
            wholesale procurement from third parties.  It does not address  
            cost recovery for other IOU expenses, such as investments in  
            IOU-owned generation.

          Since the electricity crisis, major new power plants, or  
            re-powering of existing plants, are financed only to the  
            extent the recovery of their capital costs can be assured via  
            contracts approved by PUC.  Thus, whether power plants are  
            developed by regulated utilities or non-utility generators,  
            PUC must provide for rate recovery to assure they get built,  
            with ratepayers providing the ultimate credit support.

          2)Opposition:  As amended in the Senate the opponents argue that  
            this bill would establish an approach to resource adequacy,  
            which is fundamentally flawed and will not ensure that  
            electricity resources are available when needed.  This bill  
            would also limit consideration of competitive alternatives to  
            investment in generation; add a new and confusing requirement  
            that appears to limit an electrical corporation's ability to  
            recover costs incurred to serve some future customers; and  
            would require additional unnecessary proceedings at PUC that  










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            would delay resolution of important regulatory matters.

          3)Opposition to resource adequacy language:  As amended in the  
            Senate, this bill relies on each load serving entity (LSE) to  
            meet resource adequacy requirements but exempts local publicly  
            owned utilities (munis), the State Water Project, and customer  
            generation from these requirements.  Opponents argue that to  
            carry out such a program effectively, California needs to have  
            comprehensive resource adequacy rules applied consistently  
            across all LSEs by an administrator with the authority to  
            obtain compliance information, the capability to review that  
            information, and to ensure compliance.

          4)Opposition to language on public process:  As amended in the  
            Senate, this bill requires that any PUC decision that directly  
            or indirectly impacts rates or the settlement of any judicial  
            or administrative proceeding in which PUC is a party, be  
            approved by a majority vote of commissioners in a public  
            hearing.  Opponents argue that the language is excessive in  
            application and may have extensive ramifications upon PUC.   
            The language is not clear as to what is considered a decision  
            and what is not.  Potentially, this language could require  
            disclosure of attorney-client communications between the  
            commissioners and their legal staff.

          5)Opposition to settlement language:  As amended in the Senate,  
            this bill would also require PUC, prior to adopting any  
            settlement agreement that is contested by any party and that  
            involves a ratepayer obligation of greater than $10 million,  
            to hold a hearing to review the settlement and any alternative  
            proposed by any party.  Opponents argue that this requirement  
            fails to recognize the value that settlements bring in PUC  
            process and is duplicative of existing rules adopted by PUC  
            which allow for hearings to be granted on contested  
            settlements.  Mandating public hearings of contested  
            settlements will likely discourage parties from entering into  
            regulatory settlements that may later be challenged and impede  
            resolution of issues without going through a full PUC hearing.
           
          GOVERNOR'S VETO MESSAGE  :

                 Developing a reliable cost effective energy supply  










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                 for California is a top priority of my  
                 administration.  To ensure investment and to develop  
                 electricity generation, California must provide for  
                 long-term resource adequacy, consistent with the  
                 State Energy Action Plan, in a manner that creates  
                 stability and predictability in wholesale markets.   
                 A transparent, competitive procurement process is  
                 essential to obtain the best possible deal for  
                 California ratepayers.

                 The California Public Utilities Commission (PUC) has  
                 acted on my request to accelerate resource adequacy  
                 requirements.  I remain committed to meeting our  
                 future energy needs through a combination of energy  
                 efficiency, demand response, renewable energy and  
                 traditional generating resources.

                 This bill creates a redundant and burdensome energy  
                 procurement process that would steer the state back  
                 towards monopoly utilities without some of the  
                 consumer protections necessary to protect  
                 ratepayers.  These provisions direct ratepayers to  
                 assume all the risk associated with electricity  
                 generation including cost overruns while ensuring  
                 utility profits.

                 Many of the provisions in this bill are unnecessary  
                 and duplicate existing statute or policy decisions  
                 that can be found in AB 57, PUC decisions, and  
                 Energy Commission proceedings.  However, AB 2006  
                 adds layers of mandates and process that favor  
                 monopoly utilities and will significantly delay  
                 ongoing proceedings at the commission, resulting in  
                 considerable delay in power plant construction.

                 I commend the author for including sections that  
                 address transmission siting and permit streamlining,  
                 along with an attempt to direct the PUC to report  
                 back on their progress to improve rate design.

                 Ensuring sufficient supplies of reliable,  
                 competitively priced electricity remains the  










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                 cornerstone of my energy policy.  I look forward to  
                 working with the [L]egislature to continue to bring  
                 clarity and consistency to California's energy  
                 policy in the coming months



           Analysis Prepared by:     Daniel Kim / U. & C. / (916) 319-2083 



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