BILL ANALYSIS                                                                                                                                                                                                    



                                                                       



           ------------------------------------------------------------ 
          |SENATE RULES COMMITTEE            |                   SB 204|
          |Office of Senate Floor Analyses   |                         |
          |1020 N Street, Suite 524          |                         |
          |(916) 445-6614         Fax: (916) |                         |
          |327-4478                          |                         |
           ------------------------------------------------------------ 
           
                                         
                                 THIRD READING


          Bill No:  SB 204
          Author:   Bowen (D)
          Amended:  5/10/05
          Vote:     21

           
           SEN. ENERGY, UTIL. & COMMUNICATIONS COMM.  :  6-3, 4/5/05
          AYES:  Escutia, Alarcon, Bowen, Dunn, Kehoe, Murray
          NOES:  Battin, Campbell, Cox
          NO VOTE RECORDED:  Morrow, Simitian

           SENATE APPROPRIATIONS COMMITTEE  :  Senate Rule 28.8


           SUBJECT  :    Public Utilities Commission; California Energy  
          Commission:
                          Commission memberships

           SOURCE  :     Author


           DIGEST  :    This bill establishes detailed conflict  
          standards for members of the California Public Utilities  
          Commission.

           ANALYSIS  :    

           Existing law  

          1.  Authorizes the Legislature to remove a commissioner for  
            incompetence, neglect of duty or corruption, by a  
            two-thirds vote of each house.
            (Section 1 of Article XII of the California Constitution)
                                                           CONTINUED





                                                                SB 204
                                                                Page  
          2


          2.  Prohibits a commissioner from having an official  
            relation to, or financial interest in, a person or  
            corporation subject to regulation by the CPUC. requires  
            any commissioner who involuntarily acquires a financial  
            interest in such a person or corporation to divest of the  
            interest within a reasonable time, or vacate the office;  
            requires the CPUC to adopt a Conflict of Interest Code  
            and Statement of Incompatible Activities.
            (Section 7 of Article XII of the California Constitution  
            and Section 303 of the Public Utilities Code)

          3.   Prohibits members of the California Energy Commission  
          (CEC)  from:

             A.  Receiving a substantial portion of income directly  
                or indirectly from any electric utility during the  
                two years prior to appointment.

             B.  Selling or manufacturing any major component of any  
                facility (i.e. thermal power plant or electric  
                transmission line) during the two years prior to  
                appointment.

             C.  Working for any electric utility, applicant or,  
                within two years after service on the CEC, any  
                facility seller or manufacturer.

             D.  Holding any other elected or appointed public office  
             or position.

             E.  Engaging in any employment, activity or enterprise  
                which is clearly inconsistent, incompatible, in  
                conflict with or inimical to the member's CEC duties.

             F.  Acting on matters in which the member knows he/she,  
                his/her spouse, minor child, or partner or any  
                organization in which the member is serving, or has  
                served while serving as a member of the CEC or within  
                two years prior to appointment, has a direct or  
                indirect financial interest.
                    (Section 25205 of the Public Resources Code)

          4.  Prohibits partners, employers and employees of a member  







                                                                SB 204
                                                                Page  
          3

            of the CEC from acting as an attorney, agent or employee  
            for any person other than the state in connection with  
            any matter in which the CEC is a party or has a direct  
            and substantial interest.
            (Section 25205 of the Public Resources Code)

          5.  Prohibits any state officer or employee from engaging  
            in any employment, activity or enterprise which is  
            clearly inconsistent, incompatible, in conflict with or  
            inimical to his or her duties as a state officer or  
            employee.
            (Section 19990 of the Government Code)

          6.  Prohibits any state or local government public official  
            from participating in or attempting to influence a  
            governmental decision in which he or she knows or has  
            reason to know he or she has a financial interest.
            (Section 87100 of the Government Code)

          This bill establishes conflict standards for the CPUC based  
          on the existing CEC standards (described in items 3 and 4  
          above).  While the standards are essentially the same, the  
          application is more comprehensive, e.g., commissioners are  
          prohibited from receiving income from any  person or  
          corporation subject to regulation by the CPUC, rather than  
          only electric utilities or facility manufacturers, which  
          were the relevant entities for the CEC at the time Section  
          25205 was enacted in 1975.

          This bill includes amendments to Section 303 to subject  
          commissioners to removal from office it they knowingly  
          acquire or maintain a financial interest in a PUC regulated  
          entity.

          The bill also updates the appropriate provisions of the CEC  
          so that its income and employment restrictions apply to  
          "any person or corporation subject to regulation by the  
          CEC", rather than applying only to electric utilities and  
          facility manufacturers.

          The bill makes a violation of these provisions a  
          misdemeanor and is punishable by a fine of not more than  
          $10,000 by imprisonment in the county jail for not more  
          than one year, or both, for each violation.







                                                                SB 204
                                                                Page  
          4


           Background

           California law flatly says a CPUC commissioner can't have a  
          financial interest in any person or corporation subject to  
          CPUC regulation.  The same basic provision has been in the  
          law since 1875.  This financial conflict ban applies  
          regardless of whether the commissioner takes action to  
          benefit his or her financial interest, a commissioner  
          simply can't hold an interest in an entity subject to CPUC  
          regulation.  However, the penalty for violating this law  
          isn't clear, as the First Appellate District of the  
          California Court of Appeals recently found.

          Ironically, if the commissioner obtained the financial  
          interest involuntarily (e.g., through an inheritance or  
          acquisition of a regulated company by a non-regulated  
          company) the law clearly requires the commissioner to  
          vacate the office, unless he or she gets rid of the  
          financial interest within a reasonable period of time.   
          However, if the financial interest is obtained voluntarily  
          (e.g., direct purchase of utility stock) or held since  
          before appointment to the CPUC, the statute is silent and  
          the penalty is unclear.

          In April 2002, a San Francisco Superior Court judge fined  
          then-CPUC commissioner Henry Duque $5,000 and ordered him  
          removed from the CPUC after finding Duque invested $27,000  
          in Nextel, a mobile phone company subject to CPUC  
          regulation.

          In January 2003, the First Appellate District of the  
          California Court of Appeals overturned that order, ruling  
          that because of a "critical gap" in the statute's wording,  
          the law doesn't specify any penalty for commissioners who  
          voluntarily invest in a regulated company.  In April 2003,  
          the state Supreme Court declined to take review of the  
          Appellate Court decision, thus allowing the decision to  
          stand.

          Since its creation in 1975, the CEC commissioners have been  
          subject to stricter and more specific conflict standards.   
          The unique features of the CEC statute are its provisions  
          barring income from specified entities from two years prior  







                                                                SB 204
                                                                Page  
          5

          to appointment to the CEC and two years after service on  
          the CEC.  Thus, a person with income from an electric  
          utility or facility manufacturer in the last two years is  
          ineligible to serve on the CEC and a former commissioner  
          may not work for a facility manufacturer for two years  
          after the end of term.

           Prior related legislation  :
           
           SB 118 (Bowen) of the 2003-2004 session addressed the Duque  
          case by clarifying that a CPUC commissioner must forfeit  
          their office in cases where they voluntarily obtain a  
          financial interest in a CPUC-regulated company.  In this  
          form, SB 118 was approved by the Senate and made it to the  
          Assembly Floor before being amended to address a different  
          subject.

          AB 2006 (Nunez) of the 2003-2004 session contained  
          provisions identical to this bill as part of a larger  
          electricity policy measure.  AB 2006 was approved by the  
          Senate and Assembly, but was vetoed by the Governor.  

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

           SUPPORT  :   (Verified  5/10/05)

          California Alliance for Consumer Protection
          Utility Consumers' Action Network

           OPPOSITION  :    (Verified  5/10/05)

          California Chamber of Commerce
          California Manufacturers Association

           ARGUMENTS IN SUPPORT  :    

          Proponents argue that existing laws address unethical  
          actions, such as quid pro quo, bribery and the like, but do  
          not address the issue of income conflicts directly as this  
          bill does.  What this bill adds is the standard borrowed  
          from the CEC, an "ethical buffer" preventing a commissioner  
          from taking money from the companies he or she is  
          regulating from two years prior to two years after his or  







                                                                SB 204
                                                                Page  
          6

          her service.  This is a high standard, but it has worked  
          for 30 years at the CEC and may be appropriate for an  
          economic regulator with so much influence over the fortunes  
          of regulated utilities and their customers.

           ARGUMENTS IN OPPOSITION  :    

          The California Chamber of Commerce argues that this bill  
          excludes a class of technical experts from serving as  
          commissioners for the sole reason that they have made a  
          professional choice to work for a regulated entity.  They  
          argue this denies the Governor the ability to identify and  
          appoint qualified candidates for the PUC.  They argue  
          "moreover, we find the exclusion of only industry  
          candidates to reinforce the common misperception that  
          persons who work in industry somehow lack the capacity of  
          objective and fair analytical analysis of public policy  
          issues."  
           

          NC:do  5/12/05   Senate Floor Analyses 

                         SUPPORT/OPPOSITION:  SEE ABOVE

                                ****  END  ****