BILL ANALYSIS                                                                                                                                                                                                              1
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                SENATE ENERGY, UTILITIES AND COMMUNICATIONS COMMITTEE
                            MARTHA M. ESCUTIA, CHAIRWOMAN
          

          SB 769 -  Simitian                                Hearing Date:   
          April 19, 2005             S
          As Amended:         April 11, 2005           FISCAL       B
                                                                        
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                                      DESCRIPTION
           
           Current law  requires Pacific Gas & Electric Company (PG&E),  
          Southern California Edison (SCE), and San Diego Gas and Electric  
          Company (SDG&E) to collectively collect $228 million annually  
          from customers to pay for energy efficiency and conservation  
          activities.  This amount, which is annually adjusted at the  
          lesser of the inflation rate or the growth in electricity sales,  
          is raised by a non-bypassable surcharge on electric bills known  
          as the Public Goods Charge (PGC).

           Current law  provides for a low-income energy efficiency program  
          funded at not less than 1996 levels.  The California Public  
          Utilities Commission (CPUC) is required to ensure that low-  
          income customers are not overburdened by monthly energy  
          expenditures and to allocate whatever funds are necessary to  
          adequately fund the program.

           This bill  makes numerous findings and declarations, including:
                 Refrigerators consume more energy than any other  
               residential use besides lighting;
                 Owners of low-income rental housing have no incentive to  
               replace older, energy inefficient refrigerators because  
               renters typically pay the electric bill;

           This bill  creates a refrigerator replacement program run by the  
          California Energy Commission (CEC) for low-income residential  
          rental units paid for by a $10 million annual increase in the  
          PGC.  The program goal is to replace 50,000 inefficient  
          refrigerators annually through a subsidy program for landlords.   
          Low-income customers are defined as households with incomes less  
          than 175% of the federal poverty guidelines; for the disabled  











          and senior citizens the limit is 200%.

                                      BACKGROUND
           
          California has long had policies to encourage energy efficiency.  
           AB 1890 (Brulte), Chapter 854, Statues of 1996, the 1996  
          electric restructuring statute, established the $228 million  
          annual minimum funding level for energy efficiency efforts.   
          This amount was reflective of the then-current energy efficiency  
          expenditures by the investor-owned utilities.  The $228 million  
          has been annually adjusted by the lesser of the rate of  
          inflation or the growth in electric consumption.

          Refrigerator replacement programs are common energy efficiency  
          programs because of their relative cost-effectiveness.  Modern  
          refrigerators (i.e. post 2001) are typically better than 50%  
          more efficient than pre-1992 refrigerators because of  
          improvements in refrigerator efficiency standards.<1>  All the  
          investor-owned utilities currently administer programs for  
          low-income customers that use the same income guidelines as  
          proposed by this bill.  These programs are funded out of  
          electric rates, not the PGC.

          2004 Program Summaries:
                 SCE replaced 16,000 refrigerators at a cost of $9.4  
               million.  SCE has been authorized to pay for the entire  
               cost of a replacement refrigerator for renters whether they  
               own the refrigerator or not, but has not implemented the  
               program.  

                 PG&E replaced 19,885 refrigerators at a cost of $15.5  
               million.  PG&E has two programs.  The first applies to  
               customers who own their own refrigerator and pay their own  
               electric bill; it pays for the entire installed cost of a  
               new refrigerator.  Ninety-nine percent of PG&Es replacement  
               refrigerators are placed through this program.  The second  
               program applies to landlords who own the refrigerators in  
               the tenants' premises and who also pay the electric bill.   
               This program requires the landlord to pay $200 of the total  
               installed cost.  

          ---------------------------
          <1> West Hill Energy & Computing, Inc.,  Impact Evaluation of the  
          2002 California Low Income Energy Efficiency Program  , submitted  
          to Southern California Edison, March 22, 2005, p. 94.









                 SDG&E replaced 7,000 refrigerators at a cost of $4  
               million.  There are two programs, the biggest of which is  
               for low-income renters.  Where the renter does not own the  
               refrigerator, SDG&E will pay half the cost of the new  
               refrigerator with the landlord paying the other half.

          For a family of four, 175% of the federal poverty guideline  
          income is $33,900.

                                       COMMENTS
           
              1.   Unserved  .  This bill is targeted at low-income renters  
               who do not own their own refrigerators but pay their own  
               electric bills.  These renters have little incentive or  
               means to purchase their own refrigerators.  Their landlords  
               similarly have no incentive because the electric bill is  
               paid by the renter.  SCE's program covers this situation by  
               paying the entire cost of a replacement refrigerator.   
               SDG&E's program covers this situation by paying for half  
               the cost of a replacement refrigerator.  PG&E has a  
               significant refrigerator replacement program which  
               apparently does not target this type of customer.

              2.   Cost effective  ?  The current utility programs are far  
               more generous than the program described in this bill.   
               Those programs have been judged by the CPUC to be cost  
               effective.

              3.   Will it Work  ?  The program proposed by this bill will  
               result in a subsidy of $200 per refrigerator ($10 million  
               for 50,000 refrigerators equals $200 per refrigerator).   
               Will this be a sufficient level of subsidy to get any  
               takers?  PG&E has a program wherein the landlord is given a  
               subsidy closer to $400 but has only replaced a couple of  
               hundred refrigerators.  This may be due to inadequate  
               marketing or a small number of qualified landlords, or it  
               may be due to an inadequate subsidy.  The typical utility  
               refrigerator replacement program for low-income customers  
               pays for the entire installed cost of the refrigerator.  If  
               the program established by this bill were to use the same  
               subsidy level as the utility programs the cost would be  
               closer to $30 million annually.  Rather than specify a  
               specific subsidy level  the author and committee may wish to  
               consider  establishing a goal for the program (e.g.  










               replacing x refrigerators per year) and allowing the  
               administering agency to establish the subsidy level that  
               will meet the program goals and be cost-effective.

              4.   Paying for the Program  .  This bill proposes to raise the  
               $10 million annual program cost by increasing the Public  
               Goods Charge by $0.0006/kwh.  But the bill is constructed  
               under the misimpression that the PGC is statutorily limited  
               to levels set in 2000.  In fact, the amount of money raised  
               by the PGC increases every year pursuant to a statutory  
               formula.  As electricity usage increases the revenue raised  
               by the PGC increases without raising the PGC itself.   
               That's why in 2005 the PGC is expected to raise $10 million  
               more than the $228 million baseline established in the  
               statute.  Alternatively, this program could be included as  
               part of the existing low-income energy efficiency program,  
               which is funded out of electric rates rather than the PGC.   
               Either way, the PGC would not need to be increased.   
               Consequently,  the author and committee may wish to consider   
               deleting the requirement to increase the PGC, with the  
               understanding that if sufficient funding is not available  
               out of the existing PGC, or in the existing low-income  
               energy efficiency program, that the new revenue issue will  
               need to be revisited.  

               If PGC funds are to be used to pay for this program a  
               conforming amendment is necessary.  That amendment would  
               delete Section 399.4(b)(2) of the Public Utilities Code  
               which bars the use of energy efficiency funds to provide  
               incentives for new refrigerators.  That law was created  
               because of a concern that new refrigerator programs would  
               be ineffective because the old refrigerators would simply  
               be used as second refrigerators.  The program created by  
               this bill does not allow the inefficient refrigerators to  
               be reused because it requires that old refrigerators be  
               recycled.  This amendment is also proposed in SB 1037  
               (Kehoe) which is being heard today.   The author and  
               committee may wish to make this conforming amendment  .

              5.   Program Structure  .  This bill creates a program for  
               landlords who rent to low income tenants, as defined.   
               Public housing agencies may well qualify.   The author and  
               committee may wish to consider  whether the program is for  
               landlords who rent exclusively to low income tenants. 











               The current refrigerator program is administered by the  
               utilities with the approval of the CPUC.  This bill  
               requires the CEC to create the program.   The author and  
               committee may wish to consider  consolidating the  
               refrigerator programs under a single entity.

               Installation and recycling costs are a significant share of  
               overall program costs; in PG&E's program those costs are  
               25% of overall costs.  Those costs may be minimized if  
               entire complexes are dealt with rather than individual  
               units.  The author may wish to consider ways to maximize  
               economies of scale to stretch the program dollars.

               The Low Income Oversight Board (LIOB) is a statutorily  
               created liaison between the California Public Utilities  
               Commission and low-income customers.  The author may wish  
               to consider collaborating with the LIOB as he fills in more  
               of the details of his program.

              6.   Technical Amendments  .  The bill incorrectly references  
               Section 385 of the Public Utilities Code, a section with  
               deals with municipal utilities.  The correct reference is  
               Section 399.8 of the Public Utilities Code.

               The finding on page 4, line 16 should be revised to  
               acknowledge that the PGC is established in statute and  
               annually adjusted at the lesser of the inflation rate or  
               the growth in electricity usage.

               New sections appear to have been inadvertently omitted at  
               page 5, line 22, and page 6, line 14.

                                       POSITIONS
           
           Sponsor:
           
          Author

           Support:
           
          Californians Against Waste
          California Rural Legal Assistance Foundation
          Clean Power Campaign










          Environment California
          Environmental Defense
          Planning and Conservation League
          Sierra Club California
          The Utility Reform Network
          Union of Concerned Scientists
          Utility Consumers' Action
          Western Center On Law & Poverty

           Oppose:
           
          Pacific Gas and Electric Company
          Sempra Energy
          Southern California Edison

          


          Randy Chinn 
          SB 769 Analysis
          Hearing Date:  April 19, 2005