HOUSE BILL No. 5184

 

December 10, 2013, Introduced by Reps. Shirkey, Price, Lori, McMillin, Genetski, Kurtz, Poleski, Kelly and Yonker and referred to the Committee on Energy and Technology.

 

     A bill to amend 1939 PA 3, entitled

 

"An act to provide for the regulation and control of public and

certain private utilities and other services affected with a public

interest within this state; to provide for alternative energy

suppliers; to provide for licensing; to include municipally owned

utilities and other providers of energy under certain provisions of

this act; to create a public service commission and to prescribe

and define its powers and duties; to abolish the Michigan public

utilities commission and to confer the powers and duties vested by

law on the public service commission; to provide for the

continuance, transfer, and completion of certain matters and

proceedings; to abolish automatic adjustment clauses; to prohibit

certain rate increases without notice and hearing; to qualify

residential energy conservation programs permitted under state law

for certain federal exemption; to create a fund; to provide for a

restructuring of the manner in which energy is provided in this

state; to encourage the utilization of resource recovery

facilities; to prohibit certain acts and practices of providers of

energy; to allow for the securitization of stranded costs; to

reduce rates; to provide for appeals; to provide appropriations; to

declare the effect and purpose of this act; to prescribe remedies

and penalties; and to repeal acts and parts of acts,"

 


by amending sections 6a, 6q, 6s, 10, 10a, 10c, 10e, 10g, 10q, and

 

10bb (MCL 460.6a, 460.6q, 460.6s, 460.10, 460.10a, 460.10c,

 

460.10e, 460.10g, 460.10q, and 460.10bb), sections 6a, 10, 10a, and

 

10g as amended and sections 6q and 6s as added by 2008 PA 286 and

 

sections 10c, 10e, 10q, and 10bb as added by 2000 PA 141.

 

THE PEOPLE OF THE STATE OF MICHIGAN ENACT:

 

     Sec. 6a. (1) A gas, or electric utility, or electric

 

distribution utility shall not increase its rates and charges or

 

alter, change, or amend any rate or rate schedules, the effect of

 

which will be to increase the cost of services to its customers,

 

without first receiving commission approval as provided in this

 

section. The utility shall place in evidence facts relied upon to

 

support the utility's petition or application to increase its rates

 

and charges, or to alter, change, or amend any rate or rate

 

schedules. The commission shall require notice to be given to all

 

interested parties within the service area to be affected, and all

 

interested parties shall have a reasonable opportunity for a full

 

and complete hearing. A utility may use projected costs and

 

revenues for a future consecutive 12-month period in developing its

 

requested rates and charges. The commission shall notify the

 

utility within 30 days of filing, whether the utility's petition or

 

application is complete. A petition or application is considered

 

complete if it complies with the rate application filing forms and

 

instructions adopted under subsection (6). A petition or

 

application pending before the commission prior to before the

 

adoption of filing forms and instructions pursuant to under

 

subsection (6) shall be evaluated based upon the filing

 


requirements in effect at the time the petition or application was

 

filed. If the application is not complete, the commission shall

 

notify the utility of all information necessary to make that filing

 

complete. If the commission has not notified the utility within 30

 

days of whether the utility's petition or application is complete,

 

the application is considered complete. If the commission has not

 

issued an order within 180 days of the filing of a complete

 

application, the utility may implement up to the amount of the

 

proposed annual rate request through equal percentage increases or

 

decreases applied to all base rates. For a petition or application

 

pending before the commission prior to the effective date of the

 

amendatory act that added this sentence, before October 6, 2008,

 

the 180-day period commences on the effective date of the

 

amendatory act that added this sentence. October 6, 2008. If the

 

utility uses projected costs and revenues for a future period in

 

developing its requested rates and charges, the utility may not

 

implement the equal percentage increases or decreases prior to

 

before the calendar date corresponding to the start of the

 

projected 12-month period. For good cause, the commission may issue

 

a temporary order preventing or delaying a utility from

 

implementing its proposed rates or charges. If a utility implements

 

increased rates or charges under this subsection before the

 

commission issues a final order, that utility shall refund to

 

customers, with interest, any portion of the total revenues

 

collected through application of the equal percentage increase that

 

exceed the total that would have been produced by the rates or

 

charges subsequently ordered by the commission in its final order.

 


The commission shall allocate any refund required by this section

 

among primary customers based upon their pro rata share of the

 

total revenue collected through the applicable increase, and among

 

secondary and residential customers in a manner to be determined by

 

the commission. The rate of interest for refunds shall equal 5%

 

plus the London interbank offered rate (LIBOR) for the appropriate

 

time period. For any portion of the refund which, exclusive of

 

interest, exceeds 25% of the annual revenue increase awarded by the

 

commission in its final order, the rate of interest shall be the

 

authorized rate of return on the common stock of the utility during

 

the appropriate period. Any refund or interest awarded under this

 

subsection shall not be included, in whole or in part, in any

 

application for a rate increase by a utility. Nothing in this

 

section impairs the commission's ability to issue a show cause

 

order as part of its rate-making authority. An alteration or

 

amendment in rates or rate schedules applied for by a public

 

utility that will not result in an increase in the cost of service

 

to its customers may be authorized and approved without notice or

 

hearing. There shall be no increase in rates based upon changes in

 

cost of fuel or purchased gas unless notice has been given within

 

the service area to be affected, and there has been an opportunity

 

for a full and complete hearing on the cost of fuel or purchased

 

gas, and in the case of an electric distribution utility, that

 

recovery is limited to the cost of fuel, purchased gas, or

 

purchased power the commission determines is necessary for the

 

electric distribution utility to perform its obligations as an

 

electric distribution utility in an efficient manner. The rates

 


charged by any utility pursuant to an automatic fuel or purchased

 

gas adjustment clause shall not be altered, changed, or amended

 

unless notice has been given within the service area to be

 

affected, and there has been an opportunity for a full and complete

 

hearing on the cost of the fuel or purchased gas.

 

     (2) The commission shall adopt rules and procedures for the

 

filing, investigation, and hearing of petitions or applications to

 

increase or decrease utility rates and charges as the commission

 

finds necessary or appropriate to enable it to reach a final

 

decision with respect to petitions or applications within a period

 

of 12 months from the filing of the complete petitions or

 

applications. The commission shall not authorize or approve

 

adjustment clauses that operate without notice and an opportunity

 

for a full and complete hearing, and all such clauses shall be

 

abolished. The commission may hold a full and complete hearing to

 

determine the cost of fuel, purchased gas, or purchased power

 

separately from a full and complete hearing on a general rate case

 

and may be held concurrently with the general rate case. The

 

commission shall authorize a utility to recover the cost of fuel,

 

purchased gas, or purchased power only to the extent that the

 

purchases are reasonable and prudent, and in the case of an

 

electric distribution utility, that recovery is limited to the cost

 

of fuel, purchased gas, or purchased power the commission

 

determines is necessary for the electric distribution utility to

 

perform its obligations as an electric distribution utility in an

 

efficient manner. As used in this section:

 

     (a) "Full and complete hearing" means a hearing that provides

 


interested parties a reasonable opportunity to present and cross-

 

examine evidence and present arguments relevant to the specific

 

element or elements of the request that are the subject of the

 

hearing.

 

     (b) "General rate case" means a proceeding initiated by a

 

utility in an application filed with the commission that alleges a

 

revenue deficiency and requests an increase in the schedule of

 

rates or charges based on the utility's total cost of providing

 

service.

 

     (3) Except as otherwise provided in this subsection, if the

 

commission fails to reach a final decision with respect to a

 

completed petition or application to increase or decrease utility

 

rates within the 12-month period following the filing of the

 

completed petition or application, the petition or application is

 

considered approved. If a utility makes any significant amendment

 

to its filing, the commission has an additional 12 months from the

 

date of the amendment to reach a final decision on the petition or

 

application. If the utility files for an extension of time, the

 

commission shall extend the 12-month period by the amount of

 

additional time requested by the utility.

 

     (4) A utility shall not file a general rate case application

 

for an increase in rates earlier than 12 months after the date of

 

the filing of a complete prior general rate case application. A

 

utility may not file a new general rate case application until the

 

commission has issued a final order on a prior general rate case or

 

until the rates are approved under subsection (3).

 

     (5) The commission shall, if requested by a gas utility,

 


establish load retention transportation rate schedules or approve

 

gas transportation contracts as required for the purpose of

 

retaining industrial or commercial customers whose individual

 

annual transportation volumes exceed 500,000 decatherms on the gas

 

utility's system. The commission shall approve these rate schedules

 

or approve transportation contracts entered into by the utility in

 

good faith if the industrial or commercial customer has the

 

installed capability to use an alternative fuel or otherwise has a

 

viable alternative to receiving natural gas transportation service

 

from the utility, the customer can obtain the alternative fuel or

 

gas transportation from an alternative source at a price which

 

would cause them to cease using the gas utility's system, and the

 

customer, as a result of their use of the system and receipt of

 

transportation service, makes a significant contribution to the

 

utility's fixed costs. The commission shall adopt accounting and

 

rate-making policies to ensure that the discounts associated with

 

the transportation rate schedules and contracts are recovered by

 

the gas utility through charges applicable to other customers if

 

the incremental costs related to the discounts are no greater than

 

the costs that would be passed on to those customers as the result

 

of a loss of the industrial or commercial customer's contribution

 

to a utility's fixed costs.

 

     (6) Within 90 days of the effective date of the amendatory act

 

that added this subsection, the The commission shall adopt standard

 

rate application filing forms and instructions for use in all

 

general rate cases filed by utilities whose rates are regulated by

 

the commission. For cooperative electric utilities whose rates are

 


regulated by the commission, in addition to rate applications filed

 

under this section, the commission shall continue to allow for rate

 

filings based on the cooperative's times interest earned ratio. The

 

commission may, in its discretion, modify the standard rate

 

application forms and instructions adopted under this subsection.

 

     (7) If, on or before January 1, 2008, a merchant plant entered

 

into a contract with an initial term of 20 years or more to sell

 

electricity to an electric utility whose rates are regulated by the

 

commission with 1,000,000 or more retail customers in this state

 

and if, prior to January 1, 2008, the merchant plant generated

 

electricity under that contract, in whole or in part, from wood or

 

solid wood wastes, then the merchant plant shall, upon petition by

 

the merchant plant, and subject to the limitation set forth in

 

subsection (8), recover the amount, if any, by which the merchant

 

plant's reasonably and prudently incurred actual fuel and variable

 

operation and maintenance costs exceed the amount that the merchant

 

plant is paid under the contract for those costs. This subsection

 

does not apply to landfill gas plants, hydro plants, municipal

 

solid waste plants, or to merchant plants engaged in litigation

 

against an electric utility seeking higher payments for power

 

delivered pursuant to contract.

 

     (8) The total aggregate additional amounts recoverable by

 

merchant plants pursuant to under subsection (7) in excess of the

 

amounts paid under the contracts shall not exceed $1,000,000.00 per

 

month for each affected electric utility. The $1,000,000.00 per

 

month limit specified in this subsection shall be reviewed by the

 

commission upon petition of the merchant plant filed no more than

 


once per year and may be adjusted if the commission finds that the

 

eligible merchant plants reasonably and prudently incurred actual

 

fuel and variable operation and maintenance costs exceed the amount

 

that those merchant plants are paid under the contract by more than

 

$1,000,000.00 per month. The annual amount of the adjustments shall

 

not exceed a rate equal to the United States consumer price index.

 

An adjustment shall not be made by the commission unless each

 

affected merchant plant files a petition with the commission. As

 

used in this subsection, "United States consumer price index" means

 

the United States consumer price index for all urban consumers as

 

defined and reported by the United States department of labor,

 

bureau of labor statistics. If the total aggregate amount by which

 

the eligible merchant plants reasonably and prudently incurred

 

actual fuel and variable operation and maintenance costs determined

 

by the commission exceed the amount that the merchant plants are

 

paid under the contract by more than $1,000,000.00 per month, the

 

commission shall allocate the additional $1,000,000.00 per month

 

payment among the eligible merchant plants based upon the

 

relationship of excess costs among the eligible merchant plants.

 

The $1,000,000.00 limit specified in this subsection, as adjusted,

 

shall not apply with respect to actual fuel and variable operation

 

and maintenance costs that are incurred due to changes in federal

 

or state environmental laws or regulations that are implemented

 

after the effective date of the amendatory act that added this

 

subsection. October 6, 2008. The $1,000,000.00 per month payment

 

limit under this subsection shall not apply to merchant plants

 

eligible under subsection (7) whose electricity is purchased by a

 


utility that is using wood or wood waste or fuels derived from

 

those materials for fuel in their power plants.

 

     (9) The commission shall issue orders to permit the recovery

 

authorized under subsections (7) and (8) upon petition of the

 

merchant plant. The merchant plant shall not be required to alter

 

or amend the existing contract with the electric utility in order

 

to obtain the recovery under subsections (7) and (8). The

 

commission shall permit or require the electric utility whose rates

 

are regulated by the commission to recover from its ratepayers all

 

fuel and variable operation and maintenance costs that the electric

 

utility is required to pay to the merchant plant as reasonably and

 

prudently incurred costs.

 

     Sec. 6q. (1) A Except as provided in section 10g, a person

 

shall not acquire, control, or merge, directly or indirectly, in

 

whole or in part, with a jurisdictional regulated utility nor shall

 

a jurisdictional regulated utility sell, assign, transfer, or

 

encumber its assets to another person without first applying to and

 

receiving the approval of the commission under this section.

 

     (2) After notice and hearing, the commission shall issue an

 

order stating what constitutes acquisition, transfer of control,

 

merger activities, or encumbrance of assets that are subject to

 

this section. This section does not apply to the encumbrance,

 

assignment, acquisition, or transfer of assets that are encumbered,

 

assigned, acquired, transferred, or sold in the normal course of

 

business or to the issuance of securities or other financing

 

transactions not directly or indirectly involved in an acquisition,

 

merger, encumbrance, or transfer of control that is governed by

 


this section.

 

     (3) The commission shall promulgate rules creating procedures

 

for the application process required under this section. The

 

application shall include, but is not limited to, all of the

 

following information:

 

     (a) A concise summary of the terms and conditions of the

 

proposed acquisition, transfer, merger, or encumbrance.

 

     (b) Copies of the material acquisition, transfer, merger, or

 

encumbrance documents if available.

 

     (c) A summary of the projected impacts of the acquisition,

 

transfer, merger, or encumbrance on rates and electric service in

 

this state.

 

     (d) Pro forma financial statements that are relevant to the

 

acquisition, transfer, merger, or encumbrance.

 

     (e) Copies of the parties' public filings with other state or

 

federal regulatory agencies regarding the same acquisition,

 

transfer, merger, or encumbrance, including any regulatory orders

 

issued by the agencies regarding the acquisition, transfer, merger,

 

or encumbrance.

 

     (4) Within 60 days from the date an application is filed under

 

this section, interested parties, including the attorney general,

 

may file comments with the commission on the proposed acquisition,

 

transfer, merger, or encumbrance.

 

     (5) After notice and hearing and within 180 days from the date

 

an application is filed under this section, the commission shall

 

issue an order approving or rejecting the proposed acquisition,

 

transfer of control, merger, or encumbrance.

 


     (6) All parties to an acquisition, transfer, merger, or

 

encumbrance subject to this section shall provide the commission

 

and the attorney general access to all books, records, accounts,

 

documents, and any other data and information the commission

 

considers necessary to effectively assess the impact of the

 

proposed acquisition, transfer, merger, or encumbrance.

 

     (7) The commission shall consider among other factors all of

 

the following in its evaluation of whether or not to approve a

 

proposed acquisition, transfer, merger, or encumbrance:

 

     (a) Whether the proposed action would have an adverse impact

 

on the rates of the customers affected by the acquisition,

 

transfer, merger, or encumbrance.

 

     (b) Whether the proposed action would have an adverse impact

 

on the provision of safe, reliable, and adequate energy service in

 

this state.

 

     (c) Whether the action will result in the subsidization of a

 

nonregulated activity of the new entity through the rates paid by

 

the customers of the jurisdictional regulated utility.

 

     (d) Whether the action will significantly impair the

 

jurisdictional regulated utility's ability to raise necessary

 

capital or to maintain a reasonable capital structure.

 

     (e) Whether the action is otherwise inconsistent with public

 

policy and interest.

 

     (f) Whether the action will have an adverse impact on the

 

competitive retail electric market.

 

     (8) In approving an acquisition, transfer, merger, or

 

encumbrance under this section, the commission may impose

 


reasonable terms and conditions on the acquisition, transfer,

 

merger, or encumbrance to protect the jurisdictional regulated

 

utility, including the division and allocation of the utility's

 

assets. A jurisdictional regulated utility may reject the terms and

 

conditions imposed by the commission and not proceed with the

 

transaction.

 

     (9) In approving an acquisition, transfer, merger, or

 

encumbrance under this section, the commission may impose

 

reasonable terms and conditions on the acquisition, transfer,

 

merger, or encumbrance to protect the customers of the

 

jurisdictional regulated utility. A jurisdictional regulated

 

utility may reject the terms and conditions imposed by the

 

commission and not proceed with the transaction.

 

     (10) Nonpublic information and materials submitted by a

 

jurisdictional regulated utility under this section clearly

 

designated by that utility as confidential are exempt from the

 

freedom of information act, 1976 PA 442, MCL 15.231 to 15.246. The

 

commission shall issue protective orders as necessary to protect

 

information designated by that utility as confidential.

 

     (11) Nothing in this section alters the authority of the

 

attorney general to enforce federal and state antitrust laws.

 

     (12) As used in this section:

 

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

 

     (b) "Jurisdictional regulated utility" means a utility whose

 

rates are regulated by the commission. Jurisdictional regulated

 

utility does not include a telecommunication provider as defined in

 

the Michigan telecommunications act, 1991 PA 179, MCL 484.2101 to

 


484.2604, 484.2603, or a motor carrier as defined in the motor

 

carrier act, 1933 PA 254, MCL 475.1 to 479.43.

 

     (c) "Person" means an individual, corporation, association,

 

partnership, utility, or any other legal private or public entity.

 

     Sec. 6s. (1) An electric utility that proposes to construct an

 

electric generation facility, make a significant investment in an

 

existing electric generation facility, purchase an existing

 

electric generation facility, or enter into a power purchase

 

agreement for the purchase of electric capacity for a period of 6

 

years or longer may submit an application to the commission seeking

 

a certificate of necessity for that construction, investment, or

 

purchase if that construction, investment, or purchase costs

 

$500,000,000.00 or more and a portion of the costs would be

 

allocable to retail customers in this state. A significant

 

investment in an electric generation facility includes a group of

 

investments reasonably planned to be made over a multiple year

 

period not to exceed 6 years for a singular purpose such as

 

increasing the capacity of an existing electric generation plant.

 

The commission shall not issue a certificate of necessity under

 

this section for any environmental upgrades to existing electric

 

generation facilities, or for a renewable energy system, or for any

 

electric distribution utility.

 

     (2) The commission may implement separate review criteria and

 

approval standards for electric utilities with less than 1,000,000

 

retail customers who seek a certificate of necessity for projects

 

costing less than $500,000,000.00.

 

     (3) An electric utility submitting an application under this

 


section may request 1 or more of the following:

 

     (a) A certificate of necessity that the power to be supplied

 

as a result of the proposed construction, investment, or purchase

 

is needed.

 

     (b) A certificate of necessity that the size, fuel type, and

 

other design characteristics of the existing or proposed electric

 

generation facility or the terms of the power purchase agreement

 

represent the most reasonable and prudent means of meeting that

 

power need.

 

     (c) A certificate of necessity that the price specified in the

 

power purchase agreement will be recovered in rates from the

 

electric utility's customers.

 

     (d) A certificate of necessity that the estimated purchase or

 

capital costs of and the financing plan for the existing or

 

proposed electric generation facility, including, but not limited

 

to, the costs of siting and licensing a new facility and the

 

estimated cost of power from the new or proposed electric

 

generation facility, will be recoverable in rates from the electric

 

utility's customers subject to subsection (4)(c).

 

     (4) Within 270 days of the filing of an application under this

 

section, the commission shall issue an order granting or denying

 

the requested certificate of necessity. The commission shall hold a

 

hearing on the application. The hearing shall be conducted as a

 

contested case pursuant to chapter 4 of the administrative

 

procedures act of 1969, 1969 PA 306, MCL 24.271 to 24.287. The

 

commission shall allow intervention by interested persons.

 

Reasonable discovery shall be permitted before and during the

 


hearing in order to assist parties and interested persons in

 

obtaining evidence concerning the application, including, but not

 

limited to, the reasonableness and prudence of the construction,

 

investment, or purchase for which the certificate of necessity has

 

been requested. The commission shall grant the request if it

 

determines all of the following:

 

     (a) That the electric utility has demonstrated a need for the

 

power that would be supplied by the existing or proposed electric

 

generation facility or pursuant to the proposed power purchase

 

agreement through its approved integrated resource plan that

 

complies with subsection (11).

 

     (b) The information supplied indicates that the existing or

 

proposed electric generation facility will comply with all

 

applicable state and federal environmental standards, laws, and

 

rules.

 

     (c) The estimated cost of power from the existing or proposed

 

electric generation facility or the price of power specified in the

 

proposed power purchase agreement is reasonable. The commission

 

shall find that the cost is reasonable if, in the construction or

 

investment in a new or existing facility, to the extent it is

 

commercially practicable, the estimated costs are the result of

 

competitively bid engineering, procurement, and construction

 

contracts, or in a power purchase agreement, the cost is the result

 

of a competitive solicitation. Up to 150 days after an electric

 

utility makes its initial filing, it may file to update its cost

 

estimates if they have materially changed. No other aspect of the

 

initial filing may be modified unless the application is withdrawn

 


and refiled. A utility's filing updating its cost estimates does

 

not extend the period for the commission to issue an order granting

 

or denying a certificate of necessity. An affiliate of an electric

 

utility that serves customers in this state and at least 1 other

 

state may participate in the competitive bidding to provide

 

engineering, procurement, and construction services to that

 

electric utility for a project covered by this section.

 

     (d) The existing or proposed electric generation facility or

 

proposed power purchase agreement represents the most reasonable

 

and prudent means of meeting the power need relative to other

 

resource options for meeting power demand, including energy

 

efficiency programs and electric transmission efficiencies.

 

     (e) To the extent practicable, the construction or investment

 

in a new or existing facility in this state is completed using a

 

workforce composed of residents of this state as determined by the

 

commission. This subdivision does not apply to a facility that is

 

located in a county that lies on the border with another state.

 

     (5) The commission may consider any other costs or information

 

related to the costs associated with the power that would be

 

supplied by the existing or proposed electric generation facility

 

or pursuant to the proposed purchase agreement or alternatives to

 

the proposal raised by intervening parties.

 

     (6) In a certificate of necessity under this section, the

 

commission shall specify the costs approved for the construction of

 

or significant investment in the electric generation facility, the

 

price approved for the purchase of the existing electric generation

 

facility, or the price approved for the purchase of power pursuant

 


to the terms of the power purchase agreement.

 

     (7) The utility shall annually file, or more frequent if

 

required by the commission, reports to the commission regarding the

 

status of any project for which a certificate of necessity has been

 

granted under subsection (4), including an update concerning the

 

cost and schedule of that project.

 

     (8) If the commission denies any of the relief requested by an

 

electric utility, the electric utility may withdraw its application

 

or proceed with the proposed construction, purchase, investment, or

 

power purchase agreement without a certificate and the assurances

 

granted under this section.

 

     (9) Once the electric generation facility or power purchase

 

agreement is considered used and useful or as otherwise provided in

 

subsection (12), the commission shall include in an electric

 

utility's retail rates all reasonable and prudent costs for an

 

electric generation facility or power purchase agreement for which

 

a certificate of necessity has been granted. The commission shall

 

not disallow recovery of costs an electric utility incurs in

 

constructing, investing in, or purchasing an electric generation

 

facility or in purchasing power pursuant to a power purchase

 

agreement for which a certificate of necessity has been granted, if

 

the costs do not exceed the costs approved by the commission in the

 

certificate. Once the electric generation facility or power

 

purchase agreement is considered used and useful or as otherwise

 

provided in subsection (12), the commission shall include in the

 

electric utility's retail rates costs actually incurred by the

 

electric utility that exceed the costs approved by the commission

 


only if the commission finds that the additional costs are

 

reasonable and prudent. If the actual costs incurred by the

 

electric utility exceed the costs approved by the commission, the

 

electric utility has the burden of proving by a preponderance of

 

the evidence that the costs are reasonable and prudent. The portion

 

of the cost of a plant, facility, or power purchase agreement which

 

exceeds 110% of the cost approved by the commission is presumed to

 

have been incurred due to a lack of prudence. The commission may

 

include any or all of the portion of the cost in excess of 110% of

 

the cost approved by the commission if the commission finds by a

 

preponderance of the evidence that the costs were prudently

 

incurred.

 

     (10) Within 90 days of the effective date of the amendatory

 

act that added this section, the The commission shall adopt

 

standard application filing forms and instructions for use in all

 

requests for a certificate of necessity under this section. The

 

commission may, in its discretion, modify the standard application

 

filing forms and instructions adopted under this section.

 

     (11) The commission shall establish standards for an

 

integrated resource plan that shall be filed by an electric utility

 

requesting a certificate of necessity under this section. An

 

integrated resource plan shall include all of the following:

 

     (a) A long-term forecast of the electric utility's load growth

 

under various reasonable scenarios.

 

     (b) The type of generation technology proposed for the

 

generation facility and the proposed capacity of the generation

 

facility, including projected fuel and regulatory costs under

 


various reasonable scenarios.

 

     (c) Projected energy and capacity purchased or produced by the

 

electric utility pursuant to any renewable portfolio standard.

 

     (d) Projected energy efficiency program savings under any

 

energy efficiency program requirements and the projected costs for

 

that program.

 

     (e) Projected load management and demand response savings for

 

the electric utility and the projected costs for those programs.

 

     (f) An analysis of the availability and costs of other

 

electric resources that could defer, displace, or partially

 

displace the proposed generation facility or purchased power

 

agreement, including additional renewable energy, energy efficiency

 

programs, load management, and demand response, beyond those

 

amounts contained in subdivisions (c) to (e).

 

     (g) Electric transmission options for the electric utility.

 

     (12) The commission shall allow financing interest cost

 

recovery in an electric utility's base rates on construction work

 

in progress for capital improvements approved under this section

 

prior to the assets being considered used and useful. Regardless of

 

whether or not the commission authorizes base rate treatment for

 

construction work in progress financing interest expense, an

 

electric utility shall be allowed to recognize, accrue, and defer

 

the allowance for funds used during construction related to equity

 

capital.

 

     (13) As used in this section, "renewable energy system" means

 

that term as defined in section 11 of the clean, renewable, and

 

efficient energy act, 2008 PA 295, MCL 460.1011.

 


     Sec. 10. (1) Sections 10 through 10bb shall be known and may

 

be cited as the "customer choice and electricity reliability act".

 

     (2) The purpose of sections 10a through 10bb is to do all of

 

the following:

 

     (a) To ensure that all retail customers in this state of

 

electric power have a choice of electric generation suppliers.

 

     (b) To allow and encourage ensure that the Michigan public

 

service commission to foster fosters competition in this state in

 

the provision of electric supply and maintain maintains regulation

 

of electric supply for customers who continue to choose supply from

 

incumbent electric utilities.

 

     (c) To encourage the development and construction of

 

independently owned merchant generation plants, which will to

 

encourage innovation and investment of generation and storage

 

assets, and to diversify the ownership of electric generation in

 

this state.

 

     (d) To ensure that all persons in this state are afforded

 

safe, reliable electric power at a reasonable rate.fully available

 

at market competitive rates.

 

     (e) To improve the opportunities for economic development in

 

this state and to promote financially healthy and competitive

 

utilities in this state.

 

     (f) To maintain, foster, and encourage robust, reliable, and

 

economic generation, distribution, and transmission systems to

 

provide this state's electric suppliers and generators an

 

opportunity to access regional sources of generation and wholesale

 

power markets and to ensure a reliable supply of electricity in

 


this state.

 

     (g) To ensure effective competition in the provision of retail

 

electric service by avoiding anticompetitive subsidies flowing from

 

a noncompetitive retail electric service to a competitive retail

 

electric service or to a product or service other than retail

 

electric service, and from a competitive retail electric service to

 

a noncompetitive retail electric service.

 

     (h) To ensure that retail electric service consumers are

 

protected from unreasonable sales practices, market deficiencies,

 

and market power.

 

     Sec. 10a. (1) The commission shall issue orders establishing

 

the rates, terms, and conditions of service that allow all retail

 

customers of an electric utility or provider with less than

 

1,000,000 retail customers on the effective date of the 2013

 

amendatory act that amended this section to choose an alternative

 

electric supplier. The orders under this subsection shall do all of

 

the following:

 

     (a) Provide that no more than 10% of an electric utility's

 

average weather-adjusted retail sales for the preceding calendar

 

year may take service from an alternative electric supplier at any

 

time.

 

     (b) Set forth procedures necessary to administer and allocate

 

the amount of load that will be allowed to be served by alternative

 

electric suppliers, through the use of annual energy allotments

 

awarded on a calendar year basis, and shall provide, among other

 

things, that existing customers who are taking electric service

 

from an alternative electric supplier at a facility on the

 


effective date of the amendatory act that added this subdivision

 

October 6, 2008 shall be given an allocated annual energy allotment

 

for that service at that facility, that customers seeking to expand

 

usage at a facility served through an alternative electric supplier

 

will be given next priority, with the remaining available load, if

 

any, allocated on a first-come first-served basis. The procedures

 

shall also provide how customer facilities will be defined for the

 

purpose of assigning the annual energy allotments to be allocated

 

under this section. The commission shall not allocate additional

 

annual energy allotments at any time when the total annual energy

 

allotments for the utility's distribution service territory is

 

greater than 10% of the utility's weather-adjusted retail sales in

 

the calendar year preceding the date of allocation. If the sales of

 

a utility are less in a subsequent year or if the energy usage of a

 

customer receiving electric service from an alternative electric

 

supplier exceeds its annual energy allotment for that facility,

 

that customer shall not be forced to purchase electricity from a

 

utility, but may purchase electricity from an alternative electric

 

supplier for that facility during that calendar year.

 

     (c) Notwithstanding any other provision of this section,

 

customers seeking to expand usage at a facility that has been

 

continuously served through an alternative electric supplier since

 

April 1, 2008 shall be permitted to purchase electricity from an

 

alternative electric supplier for both the existing and any

 

expanded load at that facility as well as any new facility

 

constructed or acquired after the effective date of the amendatory

 

act that added this subdivision October 6, 2008 that is similar in

 


nature if the customer owns more than 50% of the new facility.

 

     (d) Notwithstanding any other provision of this section, any

 

customer operating an iron ore mining facility, iron ore processing

 

facility, or both, located in the Upper Peninsula of this state,

 

shall be permitted to purchase all or any portion of its

 

electricity from an alternative electric supplier, regardless of

 

whether the sales exceed 10% of the serving electric utility's

 

average weather-adjusted retail sales.

 

     (2) The commission shall issue orders establishing the rates,

 

terms, and conditions of service that allow all retail customers of

 

an electric utility or provider with more than 1,000,000 retail

 

customers on the effective date of the 2013 amendatory act that

 

amended this section to choose an alternative electric supplier.

 

The orders shall do all of the following:

 

     (a) Provide that all customers of an electric utility with

 

more than 1,000,000 retail customers and all customers of an

 

electric distribution utility may take service from an alternative

 

electric supplier.

 

     (b) Set forth procedures necessary to ensure that customers of

 

an electric distribution utility or of an electric utility that

 

does not complete a plan in the time period provided under section

 

10g are provided, on a comparable and nondiscriminatory basis, a

 

market-based standard tariff service for electric generation. The

 

procedures shall include the following provisions:

 

     (i) A competitive bidding process to acquire a wholesale

 

product consisting of all competitive retail electric services

 

necessary to maintain essential electric service to standard tariff

 


service customers, including a firm supply of load following

 

electric generation service.

 

     (ii) Reasonable financial and technical requirements to

 

evaluate prospective bidders in advance of a competitive bidding

 

process to ensure that only bidders that have the financial and

 

technical integrity to reliably provide standard tariff service are

 

allowed to participate.

 

     (iii) Rules that prevent an electric distribution utility or

 

electric utility from providing any portion of standard tariff

 

service. However, an independent affiliate of an electric

 

distribution utility or electric utility may be selected as a

 

standard tariff service provider.

 

     (iv) Rules to prevent the exercise of market power, collusion,

 

or gaming by entities bidding to supply standard tariff service,

 

and to prevent an electric distribution utility or electric utility

 

from providing any other competitive advantage to affiliates of

 

that electric distribution utility or electric utility in the

 

competitive bidding process. The commission shall not limit

 

participation in an auction on the basis of the portion or quantity

 

of standard tariff service already won or supplied by a particular

 

bidder.

 

     (v) Commission or independent third-party review to approve

 

and certify the results and awards under the competitive bidding

 

process.

 

     (vi) A contingency plan, filed with and approved by the

 

commission, to ensure the continual availability of standard tariff

 

service to all customers if a standard tariff service provider

 


defaults on its obligations or a competitive bid process fails to

 

attract any bidders. The contingency plan shall be limited to the

 

shorter of either 1 year in duration or until a new competitive bid

 

process can be held. A new contingency plan shall be filed with and

 

approved by the commission for each 1-year period until a

 

competitive bid process attracts at least 1 acceptable bid.

 

     (3) (2) The commission shall issue orders establishing a

 

licensing procedure for all alternative electric suppliers. To

 

ensure adequate service to customers in this state, the commission

 

shall require that an alternative electric supplier maintain an

 

office within this state, shall assure that an alternative electric

 

supplier has the necessary financial, managerial, and technical

 

capabilities, shall require that an alternative electric supplier

 

maintain records which the commission considers necessary, and

 

shall ensure an alternative electric supplier's accessibility to

 

the commission, to consumers, and to electric utilities in this

 

state. The commission also shall require alternative electric

 

suppliers to agree that they will collect and remit to local units

 

of government all applicable users, sales, and use taxes. An

 

alternative electric supplier is not required to obtain any

 

certificate, license, or authorization from the commission other

 

than as required by this act.

 

     (4) (3) The commission shall issue orders to ensure that

 

customers in this state are not switched to another supplier or

 

billed for any services without the customer's consent.

 

     (5) (4) No later than December 2, 2000, the The commission

 

shall establish a code of conduct that shall apply to all electric

 


utilities. The code of conduct shall include, but is not limited

 

to, measures to prevent cross-subsidization, information sharing,

 

and preferential treatment, between a utility's regulated and

 

unregulated services, whether those services are provided by the

 

utility or the utility's affiliated entities. The code of conduct

 

established under this subsection shall also be applicable to

 

electric utilities, electric distribution utilities, independent

 

affiliates of electric distribution utilities, and alternative

 

electric suppliers consistent with section 10, this section, and

 

sections 10b through 10cc.

 

     (6) (5) An electric utility may offer its customers an

 

appliance service program. Except as otherwise provided by this

 

section, the utility shall comply with the code of conduct

 

established by the commission under subsection (4). (5). As used in

 

this section, "appliance service program" or "program" means a

 

subscription program for the repair and servicing of heating and

 

cooling systems or other appliances.

 

     (7) (6) A utility offering a program under subsection (5) (6)

 

shall do all of the following:

 

     (a) Locate within a separate department of the utility or

 

affiliate within the utility's corporate structure the personnel

 

responsible for the day-to-day management of the program.

 

     (b) Maintain separate books and records for the program,

 

access to which shall be made available to the commission upon

 

request.

 

     (c) Not promote or market the program through the use of

 

utility billing inserts, printed messages on the utility's billing

 


materials, or other promotional materials included with customers'

 

utility bills.

 

     (8) (7) All costs directly attributable to an appliance

 

service program allowed under subsection (5) (6) shall be allocated

 

to the program as required by this subsection. The direct and

 

indirect costs of employees, vehicles, equipment, office space, and

 

other facilities used in the appliance service program shall be

 

allocated to the program based upon the amount of use by the

 

program as compared to the total use of the employees, vehicles,

 

equipment, office space, and other facilities. The cost of the

 

program shall include administrative and general expense loading to

 

be determined in the same manner as the utility determines

 

administrative and general expense loading for all of the utility's

 

regulated and unregulated activities. A subsidy by a utility does

 

not exist if costs allocated as required by this subsection do not

 

exceed the revenue of the program.

 

     (9) (8) A utility may include charges for its appliance

 

service program on its monthly billings to its customers if the

 

utility complies with all of the following requirements:

 

     (a) All costs associated with the billing process, including

 

the postage, envelopes, paper, and printing expenses, are allocated

 

as required under subsection (7).(8).

 

     (b) A customer's regulated utility service is not terminated

 

for nonpayment of the appliance service program portion of the

 

bill.

 

     (c) Unless the customer directs otherwise in writing, a

 

partial payment by a customer is applied first to the bill for

 


regulated service.

 

     (10) (9) In marketing its appliance service program to the

 

public, a utility shall do all of the following:

 

     (a) The list of customers receiving regulated service from the

 

utility shall be available to a provider of appliance repair

 

service upon request within 2 business days. The customer list

 

shall be provided in the same electronic format as such the

 

information is provided to the appliance service program. A new

 

customer shall be added to the customer list within 1 business day

 

of the date the customer requested to turn on service.

 

     (b) Appropriately allocate costs as required under subsection

 

(7) (8) when personnel employed at a utility's call center provide

 

appliance service program marketing information to a prospective

 

customer.

 

     (c) Prior to Before enrolling a customer into the program, the

 

utility shall inform the potential customer of all of the

 

following:

 

     (i) That appliance service programs may be available from

 

another provider.

 

     (ii) That the appliance service program is not regulated by the

 

commission.

 

     (iii) That a new customer shall have has 10 days after

 

enrollment to cancel his or her appliance service program contract

 

without penalty.

 

     (iv) That the customer's regulated rates and conditions of

 

service provided by the utility are not affected by enrollment in

 

the program or by the decision of the customer to use the services

 


of another provider of appliance repair service.

 

     (d) The utility name and logo may be used to market the

 

appliance service program provided that the program is not marketed

 

in conjunction with a regulated service. To the extent that a

 

program utilizes the utility's name and logo in marketing the

 

program, the program shall include language on all material

 

indicating that the program is not regulated by the commission.

 

Costs shall not be allocated to the program for the use of the

 

utility's name or logo.

 

     (11) (10) This section does not prohibit the commission from

 

requiring a utility to include revenues from an appliance service

 

program in establishing base rates. If the commission includes the

 

revenues of an appliance service program in determining a utility's

 

base rates, the commission shall also include all of the costs of

 

the program as determined under this section.

 

     (12) (11) Except as otherwise provided in this section, the

 

code of conduct with respect to an appliance service program shall

 

not require a utility to form a separate affiliate or division to

 

operate an appliance service program, impose further restrictions

 

on the sharing of employees, vehicles, equipment, office space, and

 

other facilities, or require the utility to provide other providers

 

of appliance repair service with access to utility employees,

 

vehicles, equipment, office space, or other facilities.

 

     (13) (12) This act does not prohibit or limit the right of a

 

person to obtain self-service power and does not impose a

 

transition, implementation, exit fee, or any other similar charge

 

on self-service power. A person using self-service power is not an

 


electric supplier, electric utility, or a person conducting an

 

electric utility business. As used in this subsection, "self-

 

service power" means any of the following:

 

     (a) Electricity generated and consumed at an industrial site

 

or contiguous industrial site or single commercial establishment or

 

single residence without the use of an electric utility's or

 

electric distribution utility's transmission and distribution

 

system.

 

     (b) Electricity generated primarily by the use of by-product

 

fuels, including waste water solids, which electricity is consumed

 

as part of a contiguous facility, with the use of an electric

 

utility's or electric distribution utility's transmission and

 

distribution system, but only if the point or points of receipt of

 

the power within the facility are not greater than 3 miles distant

 

from the point of generation.

 

     (c) A site or facility with load existing on June 5, 2000 that

 

is divided by an inland body of water or by a public highway, road,

 

or street but that otherwise meets this definition meets the

 

contiguous requirement of this subdivision regardless of whether

 

self-service power was being generated on June 5, 2000.

 

     (d) A commercial or industrial facility or single residence

 

that meets the requirements of subdivision (a) or (b) meets this

 

definition whether or not the generation facility is owned by an

 

entity different from the owner of the commercial or industrial

 

site or single residence.

 

     (14) (13) This act does not prohibit or limit the right of a

 

person to engage in affiliate wheeling and does not impose a

 


transition, implementation, exit fee, or any other similar charge

 

on a person engaged in affiliate wheeling. As used in this section:

 

     (a) "Affiliate" means a person or entity that directly, or

 

indirectly through 1 or more intermediates, controls, is controlled

 

by, or is under common control with another specified entity. As

 

used in this subdivision, "control" means, whether through an

 

ownership, beneficial, contractual, or equitable interest, the

 

possession, directly or indirectly, of the power to direct or to

 

cause the direction of the management or policies of a person or

 

entity or the ownership of at least 7% of an entity either directly

 

or indirectly.

 

     (b) "Affiliate wheeling" means a person's use of direct access

 

service where an electric utility delivers electricity generated at

 

a person's industrial site to that person or that person's

 

affiliate at a location, or general aggregated locations, within

 

this state that was either 1 of the following:

 

     (i) For at least 90 days during the period from January 1, 1996

 

to October 1, 1999, supplied by self-service power, but only to the

 

extent of the capacity reserved or load served by self-service

 

power during the period.

 

     (ii) Capable of being supplied by a person's cogeneration

 

capacity within this state that has had since January 1, 1996 a

 

rated capacity of 15 megawatts or less, was placed in service

 

before December 31, 1975, and has been in continuous service since

 

that date. A person engaging in affiliate wheeling is not an

 

electric supplier, an electric utility, or conducting an electric

 

utility business when a person engages in affiliate wheeling.

 


     (15) (14) The rights of parties to existing contracts and

 

agreements in effect as of January 1, 2000 between electric

 

utilities and qualifying facilities, including the right to have

 

the charges recovered from the customers of an electric utility, or

 

its successor, shall not be abrogated, increased, or diminished by

 

this act, nor shall the receipt of any proceeds of the

 

securitization bonds by an electric utility be a basis for any

 

regulatory disallowance. Further, any securitization or financing

 

order issued by the commission that relates to a qualifying

 

facility's power purchase contract shall fully consider that

 

qualifying facility's legal and financial interests.

 

     (16) (15) A customer who elects to receive service from an

 

alternative electric supplier may subsequently provide notice to

 

the electric utility of the customer's desire to receive standard

 

tariff service from the electric utility. The procedures in place

 

for each electric utility as of January 1, 2008 that set forth the

 

terms pursuant to under which a customer receiving service from an

 

alternative electric supplier may return to full service from the

 

electric utility are ratified and shall remain in effect and may be

 

amended by the commission as needed. If an electric utility did not

 

have the procedures in place as of January 1, 2008, the commission

 

shall adopt those procedures.

 

     (17) (16) The commission shall authorize rates that will

 

ensure that an electric utility that offered retail open access

 

service from 2002 through the effective date of the amendatory act

 

that added this subsection October 6, 2008 fully recovers its

 

restructuring costs and any associated accrued regulatory assets.

 


This includes, but is not limited to, implementation costs,

 

stranded costs, and costs authorized pursuant to under section

 

10d(4) as it existed prior to the effective date of the amendatory

 

act that added this subsection, before October 6, 2008, that have

 

been authorized for recovery by the commission in orders issued

 

prior to the effective date of the amendatory act that added this

 

subsection. before October 6, 2008. The commission shall approve

 

surcharges that will ensure full recovery of all such costs within

 

5 years of the effective date of the amendatory act that added this

 

subsection.by October 6, 2013.

 

     (18) Within 6 months after the effective date of the

 

amendatory act that added this subsection, an electric utility with

 

1,000,000 or more retail customers or an electric distribution

 

utility shall file a tariff with the commission that provides

 

qualifying alternative electric suppliers with the option to have

 

the utility purchase their receivables for electric sales that are

 

made to residential customers and small commercial customers and

 

charged on the utility's bill.

 

     (19) Utilities shall purchase the receivables for energy

 

service of alternative electric suppliers under subsection (18) at

 

a just and reasonable discount rate to be reviewed and approved by

 

the commission, after notice and hearing. The discount rate shall

 

be designed to recover all start-up and ongoing costs, including

 

uncollectible amounts associated with the electric supply provided

 

by the alternative electric supplier to its customers, that are

 

incrementally incurred by the utility in providing the purchase of

 

receivables services provided for in this section. The commission

 


shall base the initial discount rates, to be established separately

 

for residential and commercial classes that receive service from an

 

alternative electric supplier but are not transport customers, on

 

all of the following:

 

     (a) The utility's historical bad debt experience for a similar

 

period and rate class.

 

     (b) Any working capital costs arising from the lag in

 

collections of receivables associated with the utility's purchase

 

of receivables.

 

     (c) Estimated incremental start-up costs.

 

     (d) Administrative costs associated with the utility's

 

purchase of receivables.

 

     (20) In subsequent discount rates, following the setting of

 

the initial discount rate under subsection (19), the commission

 

shall use the average of the historical bad debt experience for all

 

participating alternative electric suppliers, without accounting

 

for the historical bad debt of the utility. The commission shall

 

retain continuing jurisdiction and prescribe reconciliation

 

procedures to annually reconcile the utility's actual bad debt

 

experience limited to the purchase of receivables program by

 

residential and small commercial customers within the program and

 

the actual incurred incremental costs to provide purchase of

 

receivables services with the cost estimates employed in setting

 

the initial or any subsequent discount rate, implementing

 

corresponding adjustments to the discount rate as necessary to

 

effect the reconciliations or new costs related to the program that

 

were not part of the original approved costs. The utility shall use

 


similar processes for collection from alternative electric supplier

 

customers whose receivables are purchased as those used for utility

 

customers. The commission shall not allow the utility to recover

 

uncollectible amounts associated with the electric supply provided

 

by the alternative electric supplier to its customers unless the

 

utility demonstrates to the commission that it has instituted

 

collection methods that reflect best practices as determined by the

 

commission.

 

     (21) As used in subsections (18) to (20):

 

     (a) "Administrative costs" means all of the electric utility's

 

or electric distribution utility's costs incurred in its

 

administration of the purchase of receivables program.

 

     (b) "Qualifying alternative electric supplier" means an

 

alternative electric supplier that includes its charges for

 

electric sales made in a utility's service area on that utility's

 

bill.

 

     (22) (17) As used in subsections (1) and (15):(16):

 

     (a) "Customer" means the building or facilities served through

 

a single existing electric billing meter and does not mean the

 

person, corporation, partnership, association, governmental body,

 

or other entity owning or having possession of the building or

 

facilities.

 

     (b) "Standard tariff service" means, for each regulated

 

electric utility, the retail rates, terms, and conditions of

 

service approved by the commission for service to customers who do

 

not elect to receive generation service from alternative electric

 

suppliers.

 


     Sec. 10c. (1) Except for a violation under section 10a(3)

 

10a(4) and as otherwise provided under this section, upon a

 

complaint or on the commission's own motion, if the commission

 

finds, after notice and hearing, that an electric utility or an

 

alternative electric supplier has not complied with a provision or

 

order issued under sections 10 through 10bb, the commission shall

 

order such remedies and penalties as necessary to make whole a

 

customer or other person who has suffered damages as a result of

 

the violation, including, but not limited to, 1 or more of the

 

following:

 

     (a) Order the electric utility or alternative electric

 

supplier to pay a fine for the first offense of not less than

 

$1,000.00 or more than $20,000.00. For a second offense, the

 

commission shall order the person to pay a fine of not less than

 

$2,000.00 or more than $40,000.00. For a third and any subsequent

 

offense, the commission shall order the person to pay a fine of not

 

less than $5,000.00 or more than $50,000.00.

 

     (b) Order a refund to the customer of any excess charges.

 

     (c) Order any other remedies that would make whole a person

 

harmed, including, but not limited to, payment of reasonable

 

attorney fees.

 

     (d) Revoke the license of the alternative electric supplier if

 

the commission finds a pattern of violations.

 

     (e) Issue cease and desist orders.

 

     (2) Upon a complaint or the commission's own motion, the

 

commission may conduct a contested case to review allegations of a

 

violation under section 10a(3).10a(4).

 


     (3) If the commission finds that a person has violated section

 

10a(3), 10a(4), the commission shall order remedies and penalties

 

to protect customers and other persons who have suffered damages as

 

a result of the violation, including, but not limited to, 1 or more

 

of the following:

 

     (a) Order the person to pay a fine for the first offense of

 

not less than $20,000.00 or more than $30,000.00. For a second and

 

any subsequent offense, the commission shall order the person to

 

pay a fine of not less than $30,000.00 or more than $50,000.00. If

 

the commission finds that the second or any of the subsequent

 

offenses were knowingly made in violation of section 10a(3),

 

10a(4), the commission shall order the person to pay a fine of not

 

more than $70,000.00. Each unauthorized action made in violation of

 

section 10a(3) 10a(4) shall be a separate offense under this

 

subdivision.

 

     (b) Order an unauthorized supplier to refund to the customer

 

any amount greater than the customer would have paid to an

 

authorized supplier.

 

     (c) Order an unauthorized supplier to reimburse an authorized

 

supplier an amount equal to the amount paid by the customer that

 

should have been paid to the authorized supplier.

 

     (d) Order the refund of any amounts paid by the customer for

 

unauthorized services.

 

     (e) Order a portion between 10% to 50% of the fine ordered

 

under subdivision (a) be paid directly to the customer who suffered

 

the violation under section 10a(3).10a(4).

 

     (f) If the person is licensed under this act, revoke the

 


license if the commission finds a pattern of violations of section

 

10a(3).10a(4).

 

     (g) Issue cease and desist orders.

 

     (4) Notwithstanding subsection (3), a fine shall not be

 

imposed for a violation of section 10a(3) 10a(4) if the supplier

 

has otherwise fully complied with section 10a(3) 10a(4) and shows

 

that the violation was an unintentional and bona fide error which

 

occurred notwithstanding the maintenance of procedures reasonably

 

adopted to avoid the error. Examples of a bona fide error include

 

clerical, calculation, computer malfunction, programming, or

 

printing errors. An error in legal judgment with respect to a

 

supplier's obligations under section 10a(3) 10a(4) is not a bona

 

fide error. The burden of proving that a violation was an

 

unintentional and bona fide error is on the supplier.

 

     (5) If the commission finds that a party's position in a

 

complaint filed under subsection (2) is frivolous, the commission

 

shall award to the prevailing party their costs, including

 

reasonable attorney fees, against the nonprevailing party and their

 

attorney.

 

     Sec. 10e. (1) An electric utility shall take all necessary

 

steps to ensure that merchant plants are connected to the

 

transmission and distribution systems within their operational

 

control. If the commission finds, after notice and hearing, that an

 

electric utility has prevented or unduly delayed the ability of the

 

plant to connect to the facilities of the utility, the commission

 

shall order remedies designed to make whole the merchant plant,

 

including, but not limited to, reasonable attorney fees. The

 


commission may also order fines of not more than $50,000.00 per day

 

that the electric utility is in violation of this subsection.

 

     (2) A merchant plant may sell its capacity to alternative

 

electric suppliers, electric utilities, municipal electric

 

utilities, retail customers, or other persons. A merchant plant

 

making sales to retail customers is an alternative electric

 

supplier and shall obtain a license under section 10a(2).10a(3).

 

     (3) The commission shall establish standards for the

 

interconnection of merchant plants with the transmission and

 

distribution systems of electric utilities. The standards shall not

 

require an electric utility to interconnect with generating

 

facilities with a capacity of less than 100 kilowatts for parallel

 

operations. The standards shall be consistent with generally

 

accepted industry practices and guidelines and shall be established

 

to ensure the reliability of electric service and the safety of

 

customers, utility employees, and the general public. The merchant

 

plant will be responsible for all costs associated with the

 

interconnection unless the commission has otherwise allocated the

 

costs and provided for cost recovery.

 

     (4) This section does not apply to interconnections or

 

transactions that are subject to the jurisdiction of the federal

 

energy regulatory commission.

 

     Sec. 10g. (1) As used in sections 10 through 10bb:this act:

 

     (a) "Alternative electric supplier" means a person selling

 

electric generation service to retail customers in this state.

 

Alternative electric supplier does not include a person who

 

physically delivers electricity directly to retail customers in

 


this state. An alternative electric supplier is not a public

 

utility.

 

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

 

created in section 1.

 

     (c) "Electric distribution utility" means an electric utility

 

that has divested or transferred its electric generating facilities

 

under this section.

 

     (d) (c) "Electric utility" means that term as defined in

 

section 2 of the electric transmission line certification act, 1995

 

PA 30, MCL 460.562. Electric utility does not include an electric

 

distribution utility.

 

     (e) "Independent affiliate" means a person or entity that

 

directly, or indirectly through 1 or more intermediates, is

 

controlled by, or is under common control with, another specified

 

entity.

 

     (f) (d) "Independent transmission owner" means an independent

 

transmission company as that term is defined in section 2 of the

 

electric transmission line certification act, 1995 PA 30, MCL

 

460.562.

 

     (g) "Interested party" means any person or alternative

 

electric supplier directly or indirectly affected by the proposed

 

divestiture or transfer.

 

     (h) (e) "Merchant plant" means electric generating equipment

 

and associated facilities with a capacity of more than 100

 

kilowatts located in this state that are not owned and operated by

 

an electric utility.

 

     (i) (f) "Relevant market" means either the Upper Peninsula or

 


the Lower Peninsula of this state.

 

     (j) (g) "Renewable energy source" means energy generated by

 

solar, wind, geothermal, biomass, including waste-to-energy and

 

landfill gas, or hydroelectric.

 

     (2) A school district aggregating electricity for school

 

properties or an exclusive aggregator for public or private school

 

properties is not an electric utility or a public utility for the

 

purpose of that aggregation.

 

     (k) "Undue market power" means anticompetitive or

 

discriminatory conduct or influence, including, but not limited to,

 

unlawful acts of collusion, that prevents retail electric customers

 

in this state from obtaining the benefits of a properly functioning

 

and fully available competitive retail electric market.

 

     (3) Within 90 days of the effective date of the amendatory act

 

that added this subsection, the commission shall promulgate rules

 

to ensure that all retail customers in this state of an electric

 

utility with 1,000,000 or more retail customers have a choice of

 

electric suppliers and that no such electric utility exhibits undue

 

market power. Within 60 days of the promulgation of the rules under

 

this subsection, an electric utility with 1,000,000 or more retail

 

customers shall file a plan with the commission to mitigate any

 

undue market power and ensure that all retail customers in this

 

state have a choice of electric suppliers. A plan may include, but

 

is not limited to, 1 of the following:

 

     (a) Divestiture of the electric utility's electric generating

 

facilities in a competitive sale.

 

     (b) Transfer of the electric utility's electric generating

 


facilities to an independent affiliate of the electric utility.

 

     (4) The commission shall promulgate rules creating procedures

 

for the plan required under this section. The plan shall include,

 

but is not limited to, all of the following information:

 

     (a) A concise summary of the terms and conditions of the

 

proposed plan.

 

     (b) Copies of any material divestiture or transfer documents

 

if available.

 

     (c) A summary of any projected impacts of the plan on electric

 

service in this state.

 

     (d) Financial statements that are relevant to any divestiture

 

or transfer.

 

     (5) Within 60 days from the date a plan is filed under this

 

section, interested parties, including the attorney general, may

 

file comments with the commission on the proposed plan.

 

     (6) After notice and hearing and within 180 days from the date

 

a plan is filed under this section, the commission shall issue an

 

order approving or rejecting the proposed plan.

 

     (7) An electric utility subject to this section shall provide

 

all interested parties access to all books, records, accounts,

 

documents, and any other data and information the commission

 

considers necessary to effectively assess the impact of the

 

proposed plan.

 

     (8) In ensuring that all retail customers in this state of any

 

electric utility with 1,000,000 or more retail customers have a

 

choice of electric suppliers and that no such electric utility

 

exhibits undue market power, the commission shall consider all of

 


the following in its order and determination of whether or not to

 

approve a proposed plan:

 

     (a) Whether the proposed action would have an adverse impact

 

on the rates of the customers affected by the plan.

 

     (b) Whether the proposed action would have an adverse impact

 

on the provision of safe, reliable, and adequate electric service

 

in this state.

 

     (c) Whether the proposed action is otherwise inconsistent with

 

public policy and interest.

 

     (9) In approving a plan under this section, the commission may

 

impose reasonable terms and conditions on the plan to protect

 

electric customers in this state. If the commission determines that

 

a utility should recover stranded costs, the terms and conditions

 

shall include a requirement that net stranded costs are recovered

 

in a way that results in the lowest total costs for the customers

 

who are required to pay those net stranded costs.

 

     (10) Nonpublic information and materials submitted by an

 

electric utility under this section clearly designated by that

 

utility as confidential are exempt from the freedom of information

 

act, 1976 PA 442, MCL 15.231 to 15.246. The commission shall issue

 

protective orders as necessary to protect information designated by

 

that utility as confidential.

 

     (11) If an electric utility has divested or transferred its

 

electric generating facilities according to a plan approved under

 

this section, the electric utility shall become an electric

 

distribution utility. Except as otherwise provided in subsection

 

(13), an electric distribution utility shall not own, operate, or

 


control any electric generation facility.

 

     (12) An electric distribution utility has an obligation to

 

connect and provide regulated distribution service to retail

 

customers within the electric distribution utility's assigned

 

service area at rates and on terms and conditions as authorized by

 

the commission.

 

     (13) Except as otherwise provided in this section, within 2

 

years from the effective date of the amendatory act that added this

 

subsection, an electric utility with 1,000,000 or more retail

 

customers or an electric distribution utility may not sell or offer

 

for sale generation service to any retail consumer of electric

 

energy in this state, either directly or through an affiliate,

 

unless the utility implements and operates under a plan that is

 

approved by the commission under this section, is consistent with

 

the policies specified in section 10, and does all of the

 

following:

 

     (a) If the commission requires divestiture or transfer, at a

 

minimum, divests or transfers all generation assets and generation-

 

related business activities except for an ownership interest in a

 

generation asset that the commission determines is necessary for

 

the electric distribution utility to perform its obligations as an

 

electric distribution utility in an efficient manner. Divestiture

 

or transfer may be in whole or in part to an independent affiliate

 

of the electric distribution utility for the provision of

 

competitive retail electric service, if the plan includes separate

 

accounting requirements, the code of conduct, and other measures

 

necessary to effectuate the policies in section 10.

 


     (b) Proposes a methodology to determine the electric

 

distribution utility's net stranded costs and implementation costs,

 

if any.

 

     (c) Satisfies the public interest in preventing unfair

 

competitive advantage and preventing undue market power.

 

     (d) Ensures that the electric distribution utility will not

 

extend any undue preference or advantage to any affiliate,

 

division, or part of the electric distribution utility engaged in

 

the business of supplying standard tariff service, competitive

 

retail electric service, or any nonelectric product or service,

 

including, but not limited to, utility resources such as trucks,

 

tools, office equipment, office space, supplies, customer and

 

marketing information, advertising, billing and mailing systems,

 

personnel, and training, without compensation based upon fully

 

loaded embedded costs charged to the affiliate.

 

     (e) Ensures that any affiliate, division, or part of an

 

electric distribution utility will not receive undue preference or

 

advantage from any other affiliate, division, or part of the

 

electric distribution utility engaged in the business of supplying

 

noncompetitive retail electric service.

 

     (14) An electric utility may reject the terms and conditions

 

imposed by the commission under subsection (9) by filing different

 

terms and conditions within 30 days of the commission's proposal.

 

If the different terms and conditions proposed by the electric

 

utility are not approved by the commission, then the electric

 

utility must comply with the terms and conditions imposed by the

 

commission at that time and proceed with the transaction.

 


     (15) If an electric utility has not completed a plan under

 

this section within 2 years from the effective date of the

 

amendatory act that added this subsection, the commission shall

 

obtain electric service for the customers of that electric utility

 

as provided in section 10a(2)(b).

 

     (16) The commission shall, after a contested case proceeding,

 

annually issue an order approving for each electric distribution

 

utility a true-up adjustment to reconcile any overcollections or

 

undercollections of the preceding 12 months to ensure the recovery

 

of all amounts of net stranded costs in a competitively neutral

 

manner. The commission shall review the electric distribution

 

utility's net stranded cost recovery charges and securitization

 

charges implemented for the preceding 12 months and adjust the

 

stranded cost recovery charge, by way of supplemental surcharges or

 

credits, to allow the netting of stranded costs. The commission

 

shall consider the reasonableness and appropriateness of various

 

methods to determine net stranded costs, including, but not limited

 

to, all of the following:

 

     (a) Evaluating the relationship of market value to the net

 

book value of generation assets and purchased power contracts.

 

     (b) Evaluating net stranded costs based on the market price of

 

power plus any revenues from a regional transmission organization

 

or other sources in relation to revenues assumed by the commission

 

under cost of service regulation.

 

     (c) Any other method the commission considers appropriate.

 

     (17) If the commission finds that a utility exhibits undue

 

market power, the commission shall conduct an investigation and

 


refer its findings to the attorney general, the United States

 

department of justice, the United States securities and exchange

 

commission, or the federal energy regulatory commission, as

 

appropriate.

 

     Sec. 10q. (1) A person shall not engage in the business of an

 

alternative electric supplier in this state unless the person

 

obtains and maintains a license issued under section 10a.

 

     (2) In addition to any other information required by the

 

commission in connection with a licensing application, the

 

applicant shall be required to do both of the following:

 

     (a) Provide information, including information as to the

 

applicant's safety record and its history of service quality and

 

reliability, as to the applicant's technical ability, as defined

 

under regulations of the commission, to safely and reliably

 

generate or otherwise obtain and deliver electricity and provide

 

any other proposed services.

 

     (b) Demonstrate that the employees of the applicant that will

 

be installing, operating, and maintaining generation or

 

transmission facilities within this state, or any entity with which

 

the applicant has contracted to perform those functions within this

 

state, have the requisite knowledge, skills, and competence to

 

perform those functions in a safe and responsible manner in order

 

to provide safe and reliable service.

 

     (3) The commission shall order the applicant to post a bond or

 

provide a letter of credit or other financial guarantee in a

 

reasonable amount established by the commission of not less than

 

$40,000.00, if the commission finds after an investigation and

 


review that the requirement of a bond would be in the public

 

interest.

 

     (4) Only investor-owned, cooperative, or municipal electric

 

utilities, or electric distribution utilities shall own, construct,

 

or operate electric distribution facilities or electric meter

 

equipment used in the distribution of electricity in this state.

 

This subsection does not prohibit a self-service power provider

 

from owning, constructing, or operating electric distribution

 

facilities or electric metering equipment for the sole purpose of

 

providing or utilizing self-service power. This act does not affect

 

the current rights, if any, of a nonutility to construct or operate

 

a private distribution system on private property or private

 

easements. This does not preclude crossing of public rights-of-way.

 

     (5) The commission shall not prohibit an electric utility from

 

metering and billing its customers for services provided by the

 

electric utility.

 

     Sec. 10bb. (1) Aggregation may be used for the purchasing of

 

electricity and related services from an alternative electric

 

supplier.

 

     (2) Local units of government, public and private schools,

 

universities, and community colleges may aggregate for the purpose

 

of purchasing electricity for themselves or for residential

 

customers and small commercial customers within their boundaries.

 

with the written consent of each customer aggregated. Customers

 

Residential customers and small commercial customers within a local

 

unit of government shall continue to have the right to choose their

 

electricity supplier and are not required to may choose not to

 


purchase electricity through the aggregator. Local units of

 

government may aggregate for the purpose of purchasing electricity

 

for large commercial customers and industrial customers within

 

their boundaries with the written or electronic consent of each of

 

those customers aggregated.

 

     (3) As used in this section: , "aggregation"

 

     (a) "Aggregation" means the combining of electric loads of

 

multiple retail customers or a single customer with multiple sites

 

to facilitate the provision of electric service to such those

 

customers.

 

     (b) "Large commercial customer" means a commercial customer

 

with an electric demand of greater than 25 kilowatts.

 

     (c) "Small commercial customer" means a commercial customer

 

with an electric demand of 25 kilowatts or less.