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PUC presentation leaves me feeling cold about EV adoption. They and
the IOUs seem to be designing a system that makes it impossible for
most people (and businesses) to figure out what actually works.
Something relatively affordable and simpler is needed, at least for
smaller loads. Frankly, a system where rates are partially
unbundled, with basic connection costs covered by a fixed charge
(perhaps variable by service capacity) and variable charges
primarily covering energy. Some municipal utilities have such a
residential rate structure.

A big issue seems to be that lower usage by those who can afford
building improvement and EV/solar/storage options impacts
lower-income customers who can't afford that, or are renters and
simply can't do it. That assumes, of course, that EVs will be
mostly charged at home (or possibly at work). There are both rate
and incentive programs that can help with that, without
significantly harming the rate of installation of rooftop solar. 

Rooftops are a good place for solar - the land is already
developed, so the environmental impact (compared to greenfield
solar) is minimal. It also distributes the generation so large
investments in new transmission should be less necessary. And solar
by itself is *almost* affordable for building owners now. 

The biggest issue is storage. EVs are an obvious source for that -
big batteries sitting in the garage or driveway most of the time.
But most EVs currently do not support 2-way charging, so they can't
be used as local storage. 2-way charging is a well-known technology
- many Nissan Leaf EVs had it as standard initially - but with no
grid or even BTM support it hasn't been included in most EVs. That
needs to change - ARB should require that all new EVs support 2-way
charging, and should require that equipment for solar energy
systems support it (including retrofit options).

Storage otherwise is still way too expensive for wide adoption.
Incentives for development of affordable and grid-manageable
storage (so it's not entirely BTM) might help, and storage clearly
has a major role in taming the duck curve. But for now, "solar"
storage is cost-effective only for cases where the grid is
unreliable or rates are punitive. For small systems (as might be
purchased by an individual homeowner or small-property landlord), a
modest amount of battery storage costs more than the solar panels
that might feed it.

I'd also suggest looking at how rooftop solar is handled elsewhere.
Discouraging it, as is currently being done by new rate structures
in most utilities (municipal as well as IOU), is not a good
approach considering the need for maximum development of renewable
generation. South Australia's approach might be worth looking at in
some depth, where they encourage rooftop solar with batteries and
grid-manageable/curtailable.