BILL ANALYSIS Appropriations Committee Fiscal Summary 1276 (Bowen) Hearing Date: 4/26/2004 Amended: 4/1/04 Consultant: Lisa Matocq Policy Vote: E, U & C 5-1 ____________________________________________________________ ___ BILL SUMMARY: SB 1276 extends, from January 1, 2005 to January 1, 2009, the requirement that the Public Utilities Commission (PUC) maintain a program that establishes a telephone rate structure designed to reduce disparities in 1) rates charged by small, independent telephone corporations serving rural areas, referred to as California High-Cost Fund A, and 2) rates charged by larger telephone companies in other high-cost areas, referred to as California High-Cost Fund B. The programs, which provide subsidies to eligible telephone companies, are funded with surcharges imposed on telephone bills. ____________________________________________________________ __ Fiscal Impact (in thousands) Major Provisions 2004-05 2005-06 2006-07 Fund High-Cost Funds A/B, Annual revenues of about $541,000 used to Special* and program admin. fund subsidies and administration *California High-Cost Fund A/B ____________________________________________________________ ___ STAFF COMMENTS: AB 1466 (Chapter 755, Statutes of 1987) required the PUC to establish and maintain a program to ensure a fair and equitable local rate structure, aided by transfer payments to telephone companies serving rural and small metropolitan and other high-cost areas. Currently, the combined surcharge is about 2.9%. Surcharge revenues are deposited into the respective High-Cost Funds and allocated as subsidies to eligible telephone companies. Program administration, including the costs of two advisory committees, are also funded with surcharge revenues. The proposed 2004-05 budget projects $59 million in the High-Cost Fund A, and $482 million in the High-Cost Fund B. Staff notes that the Office of Ratepayer Advocate recently recommended that the PUC review the California High-Cost Fund B program to ensure that it is fulfilling its purpose in a cost-effective manner.