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2009 – 2011 2009 – 2011 STUDIES & PILOTSSTUDIES & PILOTS

Low Income Oversight Board MeetingLow Income Oversight Board MeetingSan Diego, CASan Diego, CAEnergy DivisionEnergy Division

June 2, 2010June 2, 2010

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Impact EvaluationImpact EvaluationStudy/Pilot GoalStudy/Pilot Goal The impact evaluation is intended to estimate first year electric The impact evaluation is intended to estimate first year electric

and gas savings for individual measures, climate zones, utility and gas savings for individual measures, climate zones, utility service territories and housing types. service territories and housing types.

UtilityUtility PG&E, SCE, SDG&E and SCGPG&E, SCE, SDG&E and SCGRFP ReleasedRFP Released June 9, 2009June 9, 2009Bid AwardedBid Awarded July 29, 2009 – ECONorthwestJuly 29, 2009 – ECONorthwestKick-Off MeetingKick-Off Meeting September 10, 2009September 10, 2009Initial Public WorkshopInitial Public Workshop November 11, 2009November 11, 2009Preliminary Results ReviewPreliminary Results Review * July 2010* July 2010Results Public WorkshopResults Public Workshop *October 2010*October 2010Final ProductFinal Product *December 2010*December 2010

*Asterisks indicate forthcoming dates*Asterisks indicate forthcoming dates

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Study/Pilot GoalStudy/Pilot Goal The process evaluation will present recommendations, identify The process evaluation will present recommendations, identify

improvements, and outline solutions for current program improvements, and outline solutions for current program shortcomings.shortcomings.

UtilityUtility PG&E, SCE, SDG&E and SCGPG&E, SCE, SDG&E and SCGRFP ReleasedRFP Released May 11, 2010May 11, 2010Bid AwardedBid Awarded *June 22, 2010*June 22, 2010Kick-Off MeetingKick-Off Meeting *July 2010*July 2010Initial Public WorkshopInitial Public Workshop *July 2010*July 2010Preliminary Results ReviewPreliminary Results Review * September 2010* September 2010Results Public WorkshopResults Public Workshop *November 2010*November 2010Final ProductFinal Product *December 2010*December 2010

Process EvaluationProcess Evaluation

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Workforce Education and Training Workforce Education and Training (WE&T) Pilot(WE&T) Pilot

Study/Pilot GoalStudy/Pilot Goal Develop a LIEE training curriculum that is replicable statewide Develop a LIEE training curriculum that is replicable statewide

and create a certificate that is recognized statewide by LIEE and create a certificate that is recognized statewide by LIEE contractors.contractors.

UtilityUtility PG&EPG&ERFP ReleasedRFP Released June 18, 2009June 18, 2009Bid AwardedBid Awarded 9/18/2009 - Los Angeles Trade Tech College (LATTC) + SF Office 9/18/2009 - Los Angeles Trade Tech College (LATTC) + SF Office

of Economic and Workforce Development (SF OEWD)of Economic and Workforce Development (SF OEWD)Kick-Off MeetingKick-Off Meeting November 4November 4thth, 2009, 2009Initial Public WorkshopInitial Public Workshop N/AN/APreliminary Results ReviewPreliminary Results Review N/AN/AResults Public WorkshopResults Public Workshop N/AN/AFinal ProductFinal Product *January 2011 – March 2011*January 2011 – March 2011

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High Usage Needs Assessment (HUNA) / High Usage Needs Assessment (HUNA) / Segmentation StudySegmentation Study

Study/Pilot GoalStudy/Pilot Goal HUNA - Identify causes of high-tier CARE customer energy use HUNA - Identify causes of high-tier CARE customer energy use

in mild climate zones. Segmentation - Identify eligible in mild climate zones. Segmentation - Identify eligible customers willing to participate in LIEE programs and customers willing to participate in LIEE programs and investigate what messaging drives energy efficiency awareness investigate what messaging drives energy efficiency awareness and behavior and use this information to better market LIEE.and behavior and use this information to better market LIEE.

UtilityUtility PG&E, SCE. Only SCE for HUNAPG&E, SCE. Only SCE for HUNARFP ReleasedRFP Released July 1, 2009July 1, 2009Bid AwardedBid Awarded August 12, 2009 – HINER & PartnersAugust 12, 2009 – HINER & PartnersKick-Off MeetingKick-Off Meeting September 16, 2009September 16, 2009Initial Public WorkshopInitial Public Workshop November 23, 2009November 23, 2009Preliminary Results ReviewPreliminary Results Review *June 2010 for HUNA and Segmentation*June 2010 for HUNA and SegmentationResults Public WorkshopResults Public Workshop *July 2010*July 2010Final ProductFinal Product *August 2010*August 2010

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Non-Energy Benefits Study Phase 1Non-Energy Benefits Study Phase 1Study/Pilot GoalStudy/Pilot Goal The project will provide research and a report on the status of The project will provide research and a report on the status of

current work in NEBs, will evaluate the best methodology for current work in NEBs, will evaluate the best methodology for quantifying NEBs in LIEE, gather input and feedback on quantifying NEBs in LIEE, gather input and feedback on recommended approaches, and direct the focus of the Phase 2 recommended approaches, and direct the focus of the Phase 2 research.research.

UtilityUtility PG&E, SCE, SDG&E, SCGPG&E, SCE, SDG&E, SCGRFP ReleasedRFP Released June 5, 2009June 5, 2009Bid AwardedBid Awarded July 24, 2009 – Skumatz Economic Research Associates (SERA)July 24, 2009 – Skumatz Economic Research Associates (SERA)Kick-Off MeetingKick-Off Meeting August 20, 2009August 20, 2009Initial Public WorkshopInitial Public Workshop May 25, 2010May 25, 2010Preliminary Results ReviewPreliminary Results Review March 2010March 2010Results Public WorkshopResults Public Workshop After the initial public workshopAfter the initial public workshopFinal ProductFinal Product *May 2010*May 2010

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PG&E CARE Recertification StudyPG&E CARE Recertification StudyStudy/Pilot GoalStudy/Pilot Goal Study CARE customer non-response to multiple recertification Study CARE customer non-response to multiple recertification

and postenrollment income verification requests to understand and postenrollment income verification requests to understand why customers do not recertify or provide requested income why customers do not recertify or provide requested income documentation, and report how PG&E can overcome these documentation, and report how PG&E can overcome these barriers in its delivery of the CARE program.barriers in its delivery of the CARE program.

UtilityUtility PG&EPG&ERFP ReleasedRFP Released *June 2010*June 2010Bid AwardedBid Awarded *July 2010*July 2010Kick-Off MeetingKick-Off Meeting *August 2010*August 2010Initial Public WorkshopInitial Public Workshop TBDTBD Preliminary Results ReviewPreliminary Results Review TBDTBDResults Public WorkshopResults Public Workshop TBDTBDFinal ProductFinal Product *December 2010*December 2010

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Refrigerator Degradation StudyRefrigerator Degradation StudyStudy/Pilot GoalStudy/Pilot Goal Study and determine an appropriate age at which to replace post-Study and determine an appropriate age at which to replace post-

1993 refrigerators to achieve maximum energy savings.1993 refrigerators to achieve maximum energy savings.UtilityUtility PG&E, SCE and SDG&EPG&E, SCE and SDG&ERFP ReleasedRFP Released *June 2010*June 2010Bid AwardedBid Awarded *July 2010*July 2010Kick-Off MeetingKick-Off Meeting *August 2010*August 2010Initial Public WorkshopInitial Public Workshop *September 2010*September 2010 Preliminary Results ReviewPreliminary Results Review *October 2010*October 2010Results Public WorkshopResults Public Workshop *October 2010*October 2010Final ProductFinal Product *April 2011*April 2011