HOUSE BILL No. 5525

 

December 4, 2007, Introduced by Reps. Angerer, Mayes, Accavitti, Hopgood, Brown, Hammon, Lemmons, Byrnes, Vagnozzi, Wojno, Kathleen Law, Miller, Gaffney and Hune and referred to the Committee on Energy and Technology.

 

     A bill to establish an energy efficiency program in this state

 

for electric and natural gas utilities; to promote load management;

 

to prescribe the powers and duties of certain state agencies and

 

officials; and to provide for sanctions.

 

THE PEOPLE OF THE STATE OF MICHIGAN ENACT:

 

     Sec. 1. This act shall be known and may be cited as the

 

"energy efficient Michigan act".

 

     Sec. 3. As used in this act:

 

     (a) "Commission" means the Michigan public service commission

 

created in section 1 of 1939 PA 3, MCL 460.1.

 

     (b) "Cost-effective" means that the program being evaluated

 

meets the utility system resource cost test.

 

     (c) "Electric utility" means a person, partnership,

 

corporation, association, or other legal entity whose transmission


 

or distribution of electricity the commission regulates under 1909

 

PA 106, MCL 460.551 to 460.559, or 1939 PA 3, MCL 460.1 to

 

460.10cc. Electric utility does not include a municipally owned

 

utility, affiliated transmission company, or independent

 

transmission company.

 

     (d) "Energy efficiency" means a decrease in the consumption of

 

electricity or natural gas achieved through measures or programs

 

that target customer behavior, equipment, or devices without

 

reducing the amount or quality of energy services. Energy

 

efficiency does not include load management.

 

     (e) "Large customer" means a utility customer at a single,

 

contiguous field, location, or facility, regardless of the number

 

of meters at that field, location, or facility, with an electric

 

billing demand greater than 1-megawatt.

 

     (f) "Load management" means measures or programs that decrease

 

peak electricity demand or shift demand from peak to off-peak

 

periods.

 

     (g) "Natural gas utility" means an investor-owned business

 

engaged in the sale and distribution of natural gas within this

 

state whose rates are regulated by the commission.

 

     (h) "Utility", except as used in section 15, means an electric

 

utility or natural gas utility.

 

     (i) "Utility system resource cost test" means a standard that

 

is met if, for an investment in energy efficiency, on a life-cycle

 

basis the total avoided supply-side costs, including representative

 

values for electricity and/or natural gas supply, transmission,

 

distribution, and other associated costs, are greater than the


 

total costs to the utility of administering and delivering the

 

energy efficiency program, including any costs for incentives paid

 

to customers.

 

     Sec. 5. (1) Within 60 days after the effective date of this

 

act and biennially thereafter, a utility shall file an energy

 

efficiency programs plan with the commission. An energy efficiency

 

programs plan shall do all of the following:

 

     (a) Propose a set of energy efficiency programs that include

 

offerings for each customer class. The commission shall allow

 

utilities flexibility to tailor the relative amount of effort

 

devoted to each customer class based on the specific

 

characteristics of their service territory.

 

     (b) Specify necessary funding levels.

 

     (c) Demonstrate that the proposed energy efficiency programs

 

and funding are sufficient to ensure the achievement of applicable

 

energy efficiency performance standards under section 7.

 

     (d) Demonstrate that the utility's energy efficiency programs

 

will collectively be cost-effective.

 

     (e) Include a plan for the practical and effective

 

administration of the proposed energy efficiency programs. The

 

commission shall allow utilities flexibility in designing their

 

energy efficiency programs and administrative approach. A utility's

 

energy efficiency program may be administered by the utility, alone

 

or jointly with other utilities, by a state agency, or by an

 

appropriate experienced nonprofit organization selected after a

 

competitive bid process.

 

     (f) Include a process for obtaining an independent expert


 

evaluation of the actual energy efficiency programs to verify the

 

incremental energy savings from each energy efficiency program for

 

purposes of section 7. All such evaluations shall be subject to

 

public review and commission oversight.

 

     (2) Within 120 days of receiving an energy efficiency plan

 

from a utility, the commission shall approve or reject the plan. If

 

the commission rejects the plan, the commission shall state the

 

reasons for the rejection. Within 30 days after the rejection, the

 

utility shall submit a revised plan that addresses the reasons for

 

rejection cited by the commission. Within 30 days after receiving

 

the revised plan, the commission shall approve or reject the

 

revised plan. If the commission rejects the revised plan, the

 

commission shall state the reasons for the rejection. The procedure

 

for revised plans shall be repeated until the commission approves a

 

revised plan. Rejection of the plan does not affect the

 

applicability of the requirements of section 7.

 

     Sec. 7. (1) An electric utility's energy efficiency programs

 

shall collectively meet the following minimum energy efficiency

 

performance standards:

 

     (a) Biennial incremental energy savings in 2008-2009

 

equivalent to 0.3% of total annual electricity sales in kilowatt

 

hours in 2007.

 

     (b) Annual incremental energy savings in 2010 equivalent to

 

0.5% of total annual electricity sales in kilowatt hours in 2009.

 

     (c) Annual incremental energy savings in 2011 equivalent to

 

0.75% of total annual electricity sales in kilowatt hours in 2010.

 

     (d) Annual incremental energy savings in 2012 and each year


 

thereafter equivalent to 1.0% of total annual electricity sales in

 

kilowatt hours in the preceding year.

 

     (2) A natural gas utility shall meet the following minimum

 

energy efficiency performance standards using energy efficiency

 

programs:

 

     (a) Biennial incremental energy savings in 2008-2009

 

equivalent to 0.1% of total annual natural gas sales in therms in

 

2007.

 

     (b) Annual incremental energy savings in 2010 equivalent to

 

0.25% of total annual natural gas sales in therms in 2009.

 

     (c) Annual incremental energy savings in 2011 equivalent to

 

0.5% of total annual natural gas sales in therms in 2010.

 

     (d) Annual incremental energy savings in 2012 and each year

 

thereafter equivalent to 0.75% of total annual natural gas sales in

 

therms in the preceding year.

 

     (3) If a utility's annual incremental energy savings in the

 

2008-2009 biennium or any year thereafter exceed the applicable

 

energy efficiency performance standard in subsection (1) or (2),

 

those savings may be carried forward and credited to the next

 

year's standard. However, both of the following apply:

 

     (a) The amount of those savings carried forward shall not

 

exceed 1/3 of the next year's standard.

 

     (b) Savings shall not be carried forward if, for its

 

performance during the same biennium or year, the utility accepts a

 

financial incentive under section 9(3).

 

     (4) Incremental energy savings under subsection (1) or (2) for

 

the 2008-2009 biennium or any year thereafter shall be determined


 

for a utility by adding the energy savings expected to be achieved

 

during a 1-year period by energy efficiency measures installed

 

during the 2008-2009 biennium or year thereafter under any of the

 

energy efficiency programs consistent with the utility's energy

 

efficiency program plan. The amount of energy savings achieved or

 

expected to be achieved by each individual energy efficiency

 

program shall be determined under the independent expert evaluation

 

process provided for under section 5(1)(f).

 

     Sec. 9. (1) The commission shall allow a utility that

 

undertakes an approved energy efficiency program to recover the

 

actual, reasonable costs of implementing the program. This cost

 

recovery shall be accomplished through a tariff rider or other

 

appropriate volumetric charge applied to distribution company

 

rates. To the extent feasible, charges collected from a particular

 

customer sector shall be devoted to energy efficiency programs and

 

services for that sector. Charges shall be applied to distribution

 

customers regardless of the source of their electricity or natural

 

gas supply.

 

     (2) A utility that spends a minimum of 0.5% of total revenues,

 

including electricity or natural gas commodity costs, per year on

 

commission approved energy efficiency programs shall be allowed to

 

adopt a symmetrical revenue decoupling true-up mechanism that

 

adjusts for sales volumes that are above or below forecasted

 

levels. A utility shall not spend more than 2.0% of total revenues,

 

including electricity or natural gas commodity costs, in any year

 

on energy efficiency programs without specific approval from the

 

commission.


 

     (3) If a utility meets or exceeds the energy performance

 

standards in section 7 during the 2008-2009 biennium or any year

 

thereafter, as documented through commission-approved program

 

evaluation, the commission upon application and after a hearing may

 

allow the utility to receive a financial incentive for that

 

performance. Any financial incentive shall not exceed 15% of the

 

utility's actual energy efficiency program expenditures for that

 

year. If approved, a financial incentive shall be added to the

 

total energy efficiency program costs to be recovered by the

 

utility. A financial incentive is subject to the requirement that

 

the utility's energy efficiency programs collectively be cost-

 

effective.

 

     Sec. 11. (1) Sections 5, 7, and 9 do not apply to a utility

 

that transfers the following minimum amount of money each year to

 

an independent energy efficiency program administrator selected by

 

the commission:

 

     (a) In 2009, 0.75% of total utility sales revenues for 2007.

 

     (b) In 2010, 1.0% of total utility sales revenues for 2008.

 

     (c) In 2011, 1.5% of total utility sales revenues for 2009.

 

     (d) In 2012 and each year thereafter, 2.0% of total utility

 

sales revenues for the preceding year.

 

     (2) Funds received from a utility by the energy efficiency

 

program administrator under subsection (1) shall be used to

 

administer energy efficiency programs for the utility. Funds

 

unspent in any given year shall be carried forward to be spent in

 

the subsequent year.

 

     (3) The commission shall allow a utility that complies with


 

subsection (1) to recover the amount of money transferred. This

 

cost recovery shall be accomplished through a tariff rider or other

 

appropriate volumetric charge applied to distribution company

 

rates. Such a charge shall be applied to all distribution

 

customers, regardless of the source of their electricity or natural

 

gas supply.

 

     (4) The commission shall select through competitive bid a

 

qualified nonprofit organization to administer energy efficiency

 

programs under this section.

 

     Sec. 13. (1) The commission shall monitor utility performance

 

to ensure compliance with the requirements of this act.

 

     (2) If a utility violates this act, the commission shall

 

investigate the reasons for the violation. If the commission

 

determines that the violation is a result of a lack of good faith

 

effort by the utility, the commission shall implement regulatory

 

sanctions for the utility. Such sanctions may include a reduction

 

in authorized rate of return.

 

     (3) If a utility fails to meet the applicable energy

 

efficiency performance standard under section 7 in any particular

 

year, the utility shall achieve additional energy savings, equal to

 

the shortfall, within the following 2 years, and the additional

 

energy savings shall be added to the energy efficiency performance

 

standards that apply in those years.

 

     Sec. 15. (1) A municipally owned utility shall comply with the

 

requirements of section 5(1). The commission may recommend changes

 

to the municipally owned utility's energy efficiency programs plan.

 

     (2) A municipally owned utility shall comply with the


 

requirements of section 7. Section 13(3) applies to a municipally

 

owned utility that fails to meet the applicable energy efficiency

 

program standard under section 7 in any particular year.

 

     (3) Any person adversely affected may commence a civil action

 

for injunctive relief against a municipally owned utility that

 

fails to meet the requirements of section 7 or, if applicable,

 

section 13(3). The action shall be commenced in the circuit court

 

for the circuit in which the alleged violation occurred. An action

 

shall not be filed under this subsection unless the plaintiff has

 

given the proposed defendant and the commission at least 60 days'

 

written notice of the plaintiff's intent to sue, the basis for the

 

suit, and the relief sought. In issuing a final order in an action

 

brought under this subsection, the court may award costs of

 

litigation, including reasonable attorney and expert witness fees,

 

to the prevailing or substantially prevailing party.

 

     (4) By 1 year after the effective date of this act, and every

 

2 years thereafter, a municipally owned utility shall report to its

 

customers, the commission, and the governing body of the

 

municipality the municipally owned utility's expenditures on energy

 

efficiency programs during the preceding calendar year, details of

 

each program, and the overall effectiveness of each program.

 

     Sec. 17. (1) A large customer may submit to the commission a

 

description of a proposed energy efficiency project, including

 

anticipated project expenditures and an estimate of the annual

 

megawatts and megawatt hours or decatherms of energy savings that

 

will result from the project, along with supporting documentation.

 

The large customer shall submit a copy of these materials to the


 

relevant utility.

 

     (2) The commission shall approve or disapprove the proposed

 

energy efficiency project if the project will provide new

 

electricity or natural gas savings with a simple payback period of

 

more than 1 year but less than 8 years. Otherwise, the commission

 

shall disapprove the project. The payback period shall be

 

calculated by dividing energy efficiency project costs by annual

 

energy cost savings.

 

     (3) Upon completing an approved energy efficiency project, a

 

large customer shall submit to the relevant utility and the

 

commission verification of the installation and an update of the

 

information provided under subsection (1). The large customer's

 

energy savings shall be included in the calculation of the

 

utility's incremental energy savings under section 7.

 

     (4) A large customer that has completed an energy efficiency

 

project may deduct the amount of actual project expenditures, up to

 

the amount verified by the commission under subsection (3), from

 

the relevant utility's energy efficiency program charges that the

 

large customer would otherwise incur under section 9 or 11 in the

 

year in which the energy efficiency project was completed. A large

 

customer's total annual deductions under this subsection shall not

 

exceed 90% of such charges.

 

     (5) The commission may develop additional procedures to

 

accomplish the objectives of this section in an efficient and

 

effective manner.

 

     (6) As used in this section, "relevant utility" means the

 

utility providing the service the demand for which will be affected


 

by the energy efficiency project.

 

     Sec. 19. The commission shall promote load management in

 

appropriate circumstances, including allowing rate recovery for

 

prudent load management expenditures.

 

     Sec. 21. By 1 year after the effective date of this act, and

 

every 2 years thereafter, the commission shall report to the

 

legislature on the progress and results from the implementation of

 

the energy efficiency programs required to be implemented by

 

utilities under this act. The commission shall make copies of the

 

report available for distribution to the public. The department of

 

labor and economic growth shall post the report on its website.

 

     Enacting section 1. This act does not take effect unless all

 

of the following bills of the 94th Legislature are enacted into

 

law:

 

     (a) Senate Bill No.____ or House Bill No. 5524(request no.

 

02552'07 *).

 

     (b) Senate Bill No.____ or House Bill No. 5521(request no.

 

04883'07 *).

 

     (c) Senate Bill No.____ or House Bill No. 5522(request no.

 

04884'07 *).

 

     (d) Senate Bill No.____ or House Bill No. 5520(request no.

 

04885'07 *).

 

     (e) Senate Bill No.____ or House Bill No. 5523(request no.

 

05023'07 *).

 

     (f) Senate Bill No.____ or House Bill No.____ (request no.

 

05570'07).

 

     (g) Senate Bill No.____ or House Bill No.____ (request no.


 

05919'07).

 

     (h) House Bill No. 5383.

 

     (i) House Bill No. 5384.