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Electrical Deregulation and Customer Choice Task Force

MINUTES OF

ELECTRICAL DEREGULATION AND CUSTOMER CHOICE TASK FORCE

Thursday, August 20, 1998 - 9:00 a.m. - Room 303 State Capitol


Members Present:
    Sen. Leonard M. Blackham, Chair
    Rep. Beverly Ann Evans, Chair
    Sen. Lorin V. Jones
    Sen. Eddie "Ed" P. Mayne
    Sen. Millie M. Peterson
    Sen. Michael G. Waddoups
    Rep. Ralph Becker
    Rep. Judy Ann Buffmire
    Rep. Christine R. Fox-Finlinson
    Rep. J. Brent Haymond
    



Members Excused:
    Rep. Kevin S. Garn
    Rep. David Ure

Staff Present:
    Mr. Brian Allred,
        Research Analyst
    Mr. Robert H. Rees,
        Associate General Counsel
    Ms. Patricia Owen,
        Associate General Counsel
    Ms. Beverlee LeCheminant
        Legislative Secretary        


Note:    Copies of information distributed during the meeting are on file in the Office of Legislative Research and General Counsel.

1.    Welcome - Approval of Minutes of July 16, 1998 - Rep. Evans called the meeting to order at 9:23 a.m.

     MOTION: Sen. Jones moved to approve the minutes of the July 16, 1998 meeting. The motion passed unanimously.

     MOTION: Rep. Becker moved to amend the minutes of July 16, 1998 to reflect his comment that while he supports canceling the August 6th meeting, he would like to leave the subject of an alternative energy source and environmental protection open for consideration at a future meeting. The motion passed unanimously.

     MOTION: Rep. Becker moved to approve the minutes of the July 16, 1998 meeting as amended. The motion passed unanimously.

2.    Task Force Business - Chair Evans told the task force that there is a conflict with the task force meeting on September 17th and the chairs are requesting that the meeting be rescheduled for Friday, September 25th at 9:00 a.m. The task force members agreed to that date.

3.    Electric Industry Restructuring - Consumer Issues -

     a.    Public Service Commission (PSC) Report - Introduction - Mr. Stephen Mecham, Public Service Commission, presented the PSC's written report and said that under regulation customers have come to expect the built in protections that have developed over many years. The rates that customers pay are statutorily required to be just and reasonable and other terms or

conditions of service are either set by statute, by commission, or governmental agency rule. The utility generally has an obligation to serve customers within its service territory and service is to be provided on a safe and reliable basis. He indicated that there are mechanisms for resolving disputes between the customers and the provider. If there is any agreement in the area of restructuring, it is that as the state is moving from regulation to a more competitive environment in the area of generation, customer protections will diminish unless measures are taken to stop that from occurring. The agreement among parties seems to be that protections are most needed during the transition period, although there is also a majority opinion that beyond the transition period, customer protections could diminish rapidly and seriously if protective measures are not taken.
        
     b.    Standard Offer

         PSC discussion and recommendations - Mr. Mecham said a standard offer is defined as an offer of bundled services to all centrally situated customers in a geographic area at regulated rates. The idea is to protect customers against the risks of the market and it can be characterized as giving customers a choice of remaining on regulated rates rather than tracking the market.

    Ms. Beverly White, Committee of Consumer Services (CCS), commended the co-chairs for their recommendation to learn from electrical restructuring programs that are being initiated in other states. She stated that there is still much to learn about how institutional arrangements affect market behavior and learning from the successes and mistakes of others improves Utah's chances of restructuring in a manner that continues to provide Utah citizens with low-priced electricity and safe and reliable service.

    Mr. Doug Larsen, PacifiCorp, said that the standard offer approach has merit and PacifiCorp is testing that approach in its Oregon pilot program. He stated that the initial results in the Oregon pilot program and in California show that the majority of residential and small commercial customers seem content, for the time being, to stay on a tariff-bundled price.

    Ms. Betsy Wolf, Salt Lake Community Action Program (SLCAP), said that it is essential to develop a standard offer to protect residential and small commercial customers from the potential risks of restructuring, and the ultimate consumer protection is to have a safe and reliable power supply at reasonable prices. She indicated that since all consumer protections are meaningless without access to affordable energy, SLCAP believes that the provision of a standard offer is important.

     c.     Obligation to Serve and Connect

         PSC discussion and recommendations - Mr. Mecham pointed out that the obligation to connect must be a part of any restructuring plan. He indicated that the obligation should be imposed on at least one provider and that the obligation can transfer between and among various providers, but that the obligation should be part of the condition of serving in the state.
    Ms. Nancy Kelly, CCS, said electric utilities in Utah are legally obligated to provide reliable service to all customers in their territory at prices based on cost of service. She stated that restructuring Utah's electric industry will alter the existing relationship between utilities and customers. Generation will be separated from transmission and distribution and the obligation to serve will be separated from the obligation to connect. She indicated that CCS recommends that the incumbent retain the obligation to serve customers without other options and that they serve all customers with the average cost generation dedicated for this purpose.

    Mr. Doug Larsen, PacifiCorp, stated that the owner of the transmission and/or distribution system should have an obligation to connect customers to its system and that during the transition period to competition, the default service provider should be the incumbent utility.

    Mr. Charles E. Johnson, Consultant, said that if the task force moves toward deregulation of utilities, a competitive market, and generation supplies, that it should proceed slowly and cautiously.

    Ms. Betsy Wolf, SLCAP, said that SLCAP concurs that both obligation to connect and to serve are necessary. She indicated that it is important not only that customers are served, but at reasonable rates.

    Ms. Karen Silver, SLCAP, expressed concern that if all the problems are not worked out before proceeding with deregulation that some customers will be lost in the system.

     d.    Dispute Resolution

         PSC discussion and recommendations - Mr. Mecham said that in a restructured environment the rules related to dispute resolution that are in effect for incumbent utilities now should be made applicable to all new providers.

    Ms. Margo Hovingh, CCS, said that with respect to dispute resolution, customers are protected by the PSC's informal and formal complaint rules and if the state goes to a deregulated system, it is imperative that it pass laws that will ensure consumer protection. She stated that the laws and rules now applicable to public utilities should be applicable to all competitive providers.
    Mr. Doug Larsen, PacifiCorp, said that as the transition is made to a competitive market, the relationship between the generation providers and local distribution companies needs to be dealt with to make sure that consumers are protected.

    Mr. Charles E. Johnson, Consultant, suggested that with respect to dispute resolution, in particular for the smaller consumers, that the end provider of electricity be responsible for resolving disputes among any of the functional suppliers they are dealing with and that the end user not be involved in those disputes.

     Ms. Karen Silver, SLCAP, said SLCAP would support that current protections be kept in place for the good of the customers and the service of the providers.

     e.    Consumer Education

    PSC discussion and recommendations - Mr. Mecham said that public education should be conducted by a governmental agency and that advertising, town meetings, and community presentations should be used in that effort, but that public education should not begin until a firm decision to move forward is made.

     Ms. Kelly Francome, CCS, said that while CCS acknowledges the need for education, it questions the effectiveness of it. She indicated that no matter how much education is passed on to consumers, the issue may be too complicated and too vital to many consumers to risk changing providers to save what could be a potential few pennies.

    Mr. Doug Larsen, PacifiCorp, said PacifiCorp supports consumer education programs. Consumers must be provided with reliable information in order to compare and select among products and services, and to protect themselves against unfair or abusive marketing practices.

    Ms. Betsy Wolf, SLCAP, said that it is important to have a variety of constituent groups, including providers and different customer groups working on program design and planning in order for consumer education to be effective. She indicated that it is important that education be targeted, should have multi-media, information provided in different languages, and should start out with general information about the topic.

     f.    Universal Service

    PSC discussion and recommendations - Mr. Mecham said that in the electric industry it has not been necessary to date to have a universal service program as it has been accomplished by having reasonably low rates. If a restructuring program is adopted that includes a standard offer with an obligation to serve, an explicit universal service program would not be needed because it would be addressed in those ways. He indicated that if there is a need for an explicit program, PSC would suggest that it should be competitively neutral and funded through a charge on a per kilowatt hour basis or through a customer charge.

    Mr. Jeff Fox, Crossroads Urban Center, indicated that universal service encompasses two areas: 1) ensuring that affordable utility service be provided to people despite the area they live in; or 2) despite the people's income. He stated that the interests of all consumers can be better served if electricity rates are affordable so that customers of UP&L can make their payments in a timely manner, avoiding shut off, returned checks, and other actions. He pointed out that it is time for the state to look at a variety of utility assistance programs for the low income and see which would be best in terms of helping the companies and the low-income customers.
    Mr. Doug Larsen, PacifiCorp, said that since customers will have guaranteed access to

service through a default provider under open access, a universal service program would appear to be as unnecessary as it has been under a monopoly service.

    Ms. Betsy Wolf, SLCAP, said there are many different kinds of programs that could give assistance and could be explored and SLCAP would hope that the Legislature will do as other states have done in restructuring and enact this kind of assistance.

     g.    Safety and Reliability

     PSC discussion and recommendations - Mr. Mecham said that in order to keep the system reliable, providers in the market must provide the services tied to safety and reliability. He indicated that the state can impose safety and reliability requirements on the distribution system, the Federal Regulatory Commission can do the same thing for the transmission system, and the Legislature can set requirements for generators that are serving in the state.

    Mr. Roger Ball, CCS, said safety is a key issue from the point of view of the people who work in the system as well as from the point of view of customers. He indicated that the kind of safety issues that might develop may be for people who are already at risk.

    Mr. Doug Larsen, PacifiCorp, said that state and federal regulators should continue to have jurisdiction over the safety and reliability of service. He stated that there needs to be some rules established, if the state transitions into the competitive market place, on who can serve the customers and what type of generation backup the providers need. From PacifiCorp's perspective, the rules and programs governing all power providers in a competitive market need to be set and administered by the PSC. PacifiCorp would like to be part of the process of determining what those rules and programs are.

    Mr. Leon Pexton, Utah Municipal Power Agencies, said the major issue of reliability and safety is that they cannot be isolated from distribution, transmission, and generation. Each have their unique problems and to focus on one area without focusing on the other two invites a disaster.

    Mr. Mike Peterson, Rural Electric Association, suggested bringing together engineers in the state who are working on these issues to give the task force a report on what is happening with reliability.
        
     h.    Aggregation

     PSC discussion and recommendations - Mr. Mecham said the PSC encourages promotion of aggregation with the proper protections.

     Ms. Nancy Kelly, CCS, said that because of the natural segmenting of the market that occurs

from aggregation, small customers need an aggregator to represent them and give them a good deal at a lower price. CCS recommends that the incumbent utility remain the aggregator for small customers as well as retaining the obligation to serve.

    Mr. Doug Larsen, PacifiCorp, said that the consumer protection rules should apply equally to aggregators as they do to the host utility providers.

    Mr. Charles E. Johnson, Consultant, said there are two issues to address regarding aggregation: 1) who is doing the aggregating; and 2) who is being aggregated. Mr. Johnson said that as far as who is being aggregated, he would suggest that even though the current UP&L rate classes are in some sense artificial that they be kept and that any aggregators offer rate schedules similar to UP&L's.

    Ms. Betsy Wolf, SLCAP, said that aggregation can be an important element to provide choice to groups of customers who might not otherwise have choice. It is important that if there is going to be customer choice and aggregation, for municipalities, individual customers should have the ability to opt out. She stated that aggregators should be required to meet consumer protection requirements that electric service providers need to meet.

     i.    Regulation of Electric and Service Providers

     PSC discussion and recommendations - Mr. Mecham said that all providers should be licensed to ensure that they have financial and technical expertise to provide the service they are proposing to provide and that they also have the generation resources to provide the services they want to offer.

    Mr. Roger Ball, CCS, said that the state has many kinds of regulation taking place at the present time and that one of the desires of deregulation is to reduce the amount of state regulation that is dealt with. He indicated that deregulation could potentially increase regulation rather than decrease it.

    Mr. Doug Larsen, PacifiCorp, said he concurs with Commissioner Mecham on this issue.

    Mr. Charles E. Johnson, Consultant, suggested that the end service provider should be responsible for all of the services provided unless the customer wants to opt out. He also suggested that while there are a number of marketeers who intend to offer all kinds of bundled services, he would recommend that if the state moves in this direction, that those services not be allowed to be bundled, but that the electric service be priced separately.


    Ms. Betsy Wolf, SLCAP, said that SLCAP concurs with Commissioner Mecham in that all providers need to be regulated and required to provide certain protections. SLCAP encourages the task force to look at these closely to make sure that in the end the state does not end up with more regulation and higher prices that it has under the current structure.

     j.    General Comments Not Addressed in PSC Report

    Mr. Jim Paull, Manager for the Sheet Metal Contractors in Utah, said the sheet metal contractors believe in a level playing field both before the meter and beyond the meter in order for all Utah businesses to provide true customer choice in the wake of utility deregulation.

    Mr. Roger Tew, UAMPS, made three points: 1) the various municipal power cities approach some of these issues differently and but all feel strongly that while these issues are important, that it is the province of those individual systems to determine how to address the issues; 2) all cities in a deregulated environment feel that they have franchising authority. While many issues have not become important when dealing with a single provider of power for the state, cities assert that they have franchising authority and that they have some of the same concerns that have been expressed to the task force today. 3) a prime concern municipals have is over the issue of reliability as opposed to the issue of cost and one of the things municipals emphasize is that the importance of reliability has, at times, been somewhat understated in relation to the concerns associated with cost.

    Ms. Betsy Wolf, SLCAP, said that there have been many issues raised at the meeting that need to be explored in greater detail before decisions are made.

    Mr. Doug Larsen, PacifiCorp, said PacifiCorp believes in customer choice and that some of the best customer education is going on in this process. The members of the task force and other legislators need to continue to educate themselves on this issue as they will be representing the consumers of the state.

    Sen. Peterson told task force members that it would be of benefit for the task force staff to prepare a summary of what has been discussed in the meetings during the last two years to begin to educate other legislators as to this whole process.

    Sen. Jones said he would like to discuss licensing and bonding at some point.

    Rep. Becker said that electricity is a necessity and some of the information in the materials the task force has received says that 98 percent of the customers in the state are the residential or small business customers. He indicated that he hopes the Legislature will be attentive to that as they look at preparing legislation on deregulation.


    Commissioner Mecham said the issues that have been discussed in this meeting are the big issues, but there are many more customer protection issues that need to be addressed.

    Rep. Evans thanked the people who testified, the committee, and the staff and indicated that the chairs will work with staff on putting together a summary of issues discussed.

4.    Adjourn


     MOTION: Sen. Waddoups moved to adjourn the meeting at 12:10 p.m. The motion passed unanimously.


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