Erik Jacobson Director Regulatory Relations

Pacific Gas and Electric Company 77 Beale St., Mail Code B10C P.O. Box 770000 San Francisco, CA 94177 Fax: 415-973-7226

October 16, 2015 Advice 4722-E (Pacific Gas and Electric Company ID U 39 E) Public Utilities Commission of the State of California Subject: PG&E’s Outreach and Education Plan for Implementing the Super

User Electric Surcharge per D.15-07-001 Purpose Pacific Gas and Electric Company (PG&E) is filing this advice letter in compliance with Ordering Paragraph (OP) 8 of Decision (D.) 15-07-001. Pursuant to OP 8 and pages 121-128 of D.15-07-001, this advice letter provides information on PG&E’s outreach and education plan for implementing the Super User Electric Surcharge (Surcharge). Background On July 3, 2015, the California Public Utilities Commission (Commission or CPUC) approved D.15-07-001, Decision on Phase 1 of Residential Rate Reform for Pacific Gas and Electric Company, Southern California Edison Company, and San Diego Gas & Electric Company and Transition to Time-of-Use Rates (the Decision), that reforms residential electric rates during the years 2015 to 2020 and transitions customers to time-of-use (TOU) rates. The Decision sets a Surcharge to begin in 2017 at 1:1.89 of the Tier 1 rate, increasing to 1:2.033 of the Tier 1 rate in 2018 and reaching 1:2.19 of the Tier 1 rate by 2019. The Surcharge will apply to usage above 400% of baseline. (D.15-07-001, p. 125.) The Decision also states that “for all customers using over 400%, the Surcharge in 2017 should be no more than 2 cents greater than the 2016 rate for usage at 400% BQ and the final glide path should be adjusted accordingly.” (D.15-07-001, pp. 278- 279.) OP 8 requires the Investor Owned Utilities to file “a Tier-2 Advice Letter setting forth the outreach and education, including bill presentment, plan for implementing the Super User Electric Surcharge” no later than October 16, 2015. Below is detailed information on PG&E’s outreach and education plan for implementing the Surcharge.

Advice 4722-E - 2 - October 16, 2015 PG&E Surcharge Implementation Plan I. Customer Profile

Because it will be applied on a monthly basis, the number of customers subject to the Surcharge will vary from month to month. PG&E’s analysis shows that approximately 350,0001 customers may be subject to the Surcharge for at least one monthly billing period per year. Of these, approximately 87% are non-California Alternate Rates for Energy (CARE) and 13% are CARE customers.

II. Marketing, Education and Outreach for Surcharge

a) Target Audience

PG&E plans to provide targeted outreach to residential customers most likely to be impacted by the Surcharge, and notify those customers once they do exceed 400% of baseline. Outreach will educate customers about the Surcharge and encourage the use of PG&E’s online energy management tools, resources, and tips to help customers reduce their usage below 400% of baseline. PG&E will target four primary groups of customers:

1. All residential customers – general education 2. Customers who have exceeded 400% of baseline at least once in the last

12 months (prior to implementation of the Surcharge) 3. Customers forecasted to exceed 400% of baseline 4. Customers who exceed 400% of baseline in a billing period

1 Approximately 350,000 residential CARE and non-CARE customers exceeded 400% of baseline at least once in the billing period from August 2014 to July 2015.

CARE 13%

Non-CARE 87%

Super User Customer Profile

Advice 4722-E - 3 - October 16, 2015

b) Outreach Strategy & Tactics

PG&E’s strategy is to educate customers with information through a variety of tactics. Outreach to customers will occur in two stages, (1) prior to implementation of the Surcharge, and (2) after the Surcharge is implemented. PG&E intends to provide notices that contain accessible communications including providing key information in large print and providing notices in non-standard formats to customers who have requested alternative formats.

Prior to the Implementation of the Surcharge 1. Initial residential general education

In the fourth quarter of 2016, PG&E will begin to communicate with all residential customers to explain the new Surcharge as part of its general education and outreach on residential electric rates. General education outreach to all residential customers will be conducted through bill inserts that direct customers to PG&E’s website. The website will encourage the use of PG&E’s online energy management tools, resources, and tips for customers to manage their energy usage, and provide information on medical baseline. The community engagement team will also work with Community Based Organizations (CBOs) and local offices to provide Surcharge education as part of their customer outreach.

2. Customers who have exceeded 400% of baseline allowance at least once

in the last 12 months. Prior to the implementation of the Surcharge, customers who have exceeded 400% of baseline allowance at least once in the last 12 months will receive direct mail and email to educate them about the Surcharge, provide information to learn more about medical baseline, and encourage the use of PG&E’s online energy management tools, resources, and tips to help them reduce their usage below 400% of baseline allowance. This group of customers will be automatically enrolled to receive Surcharge Alerts. The Surcharge Alert forewarns customers if their usage is projected to exceed 400% of baseline allowance2 in the bill cycle. Alerts will be sent to customers via email, phone, or text message. Customers have the

2 The Surcharge Alert system generates an alert as soon as the customer is forecasted to exceed 400% of the baseline by the end of the bill period. The forecasting process uses the most recent seven days of actual usage as the basis for forecasting usage for the bill cycle. The alert can be sent as early as seven days into the bill cycle, when the customer has approximately 23 days left in the bill cycle to modify usage to avoid the Surcharge.

Advice 4722-E - 4 - October 16, 2015

option to set and change notification preferences on PG&E’s My Energy website. In addition, Customers who are enrolled in PG&E’s existing Tier Alerts3

program will be automatically transitioned to the Surcharge Alerts program, and all customers starting new service with PG&E after the Surcharge implementation will be automatically enrolled to receive Surcharge Alerts.

Post Implementation of the Surcharge 1. Customers projected to exceed 400% of baseline allowance

All Non-CARE and CARE customers who were enrolled in the Surcharge Alerts prior to implementation of the Surcharge will receive an alert when they are forecasted to reach 400% of baseline allowance based on usage within a bill cycle. PG&E’s Surcharge Alerts will provide information to customers through the fastest communication option available to allow customers time to change energy use behavior before they exceed 400% of baseline allowance.

2. Customers who exceed 400% of baseline allowance in at least one billing period Non-CARE customers will receive a surcharge letter once per year at the time they first exceed 400% of baseline allowance notifying them that they have been assessed the Surcharge, explaining the Surcharge, providing resources and tips for reducing usage, providing information about medical baseline, and encouraging sign up for Surcharge Alerts, if they have not done so already. For CARE customers, PG&E will leverage the existing CARE High Usage letter customers receive when they exceed 400% of baseline allowance to also notify them of the Surcharge4.

3 Tier Alerts is an opt-in program that notifies customers if they are about to move into a higher priced tier (Tier 3 or 4). The notification is made via phone call, text message, or email. The alert is sent as soon as the program detects that the customer’s consumption is projected to move into a higher priced tier. 4 In compliance with Ordering Paragraph 101 of D.12-08-044, currently PG&E systematically requires high usage CARE customers to undergo Post Enrollment Verification (PEV). CARE Customers who exceed 400% of baseline allowance in any one month receive a notification letter that explains the PEV requirements which include: (1) providing a qualifying IRS Tax Transcript for each adult in the household; (2) completing the CARE High Usage form; and (3) participating in the Energy Savings Assistance Program (ESA) to help customers reduce energy usage. If customers exceed 600% of baseline allowance, they are automatically removed from CARE unless a successful appeal is made.

Advice 4722-E - 5 - October 16, 2015

As shown in Attachment 1, these customers will have an on-bill surcharge line item and message on their bill to bring their attention to the Surcharge.

3. Annual residential general education

Outreach and education to all residential customers will be provided annually through bill inserts. The bill inserts will explain the Surcharge, direct customers to PG&E’s website to learn more about the Surcharge, provide information about medical baseline, and encourage the use of PG&E’s online energy management tools, resources, and tips to help them reduce their usage. All customers, regardless of historical usage, will be encouraged to sign up for Surcharge Alerts to help them monitor usage and be aware when they have an increase in usage. The community engagement team will also work with CBOs and local offices to provide Surcharge education as part of their regular customer outreach. All customers starting new service with PG&E will be enrolled to receive Surcharge Alerts.

Pre & Post Implementation Tactics

Outreach Prior to Implementation of Surcharge (Q4 2016)

Target Audience Outreach Tactics

Residential General Education • Bill insert • PG&E Website • Automatic Surcharge Alerts enrollment for new PG&E

service • Community Engagement

Customers who have exceeded 400% of baseline at least once in the last 12 months

• Direct Mail (CARE & Non-CARE Versions) • Email • PG&E Website

Outreach Post Implementation of Surcharge (Q1 2017 – Ongoing)

Target Audience Outreach Tactics

Customers forecasted to exceed 400% of baseline

• Surcharge Alerts

Customers exceeding 400% of baseline

• Direct Mail – Notice of 400% of baseline usage once per year (CARE & Non-CARE versions)

• Surcharge Alerts • On-Bill message and Surcharge line item • PG&E Website

Advice 4722-E - 6 - October 16, 2015

Residential General Education • Annual Bill insert • PG&E Website • Community Engagement • Automatic Surcharge Alerts enrollment for new PG&E

service

c) Timing

The timing prior to implementation of the surcharge will occur during the fourth quarter in 2016 with outreach post implementation beginning in the first quarter of 2017.

2016 Q1 Q2 Q3 Q4 Planning/Development General Awareness (web site)

Targeted Marketing Community Engagement

2017 Q1 Q2 Q3 Q4

Implementation Bill Messaging Super User Notification

Community Engagement

General Awareness (web, bill package)

d) Metrics

PG&E will evaluate efforts to educate customers on the Surcharge and will track metrics on a quarterly basis. Evaluation of these metrics will be utilized to revise and make improvements to customer outreach. The following metrics will be evaluated: • Number of customers assessed the Surcharge (including recurring

customers) • Email campaign metrics including how many customers open the email

and how many customers click through to a PG&E webpage • Number of customers who visit PG&E’s webpages containing information

on the Surcharge

Advice 4722-E - 7 - October 16, 2015

• Number of customers who click through from the Surcharge web page to other webpages provided to help customers find programs and tools to help them manage their bill

• Number of customers signed-up for Surcharge Alerts • Number of customers who previously received Surcharges and no longer

receive them

III. Bill Presentment

If the customer receives a Surcharge, the Surcharge will be displayed on the bill in three places: 1) On the front page of the Energy Statement 2) As a separate line item calculation 3) A bill message explaining the Surcharge

Attachment 1 provides a sample bill which illustrates the placement of the Surcharge. The Surcharge is displayed as the “High Energy Charge” for illustrative purposes on the Energy Statement. PG&E is conducting customer surveys to identify an intuitive term for the Surcharge.

Protests Anyone wishing to protest this filing may do so by letter sent via U.S. mail, facsimile or E-mail, no later than November 5, 2015, which is 20 days after the date of this filing. Protests must be submitted to:

CPUC Energy Division ED Tariff Unit 505 Van Ness Avenue, 4th Floor San Francisco, California 94102 Facsimile: (415) 703-2200 E-mail: EDTariffUnit@cpuc.ca.gov

Copies of protests also should be mailed to the attention of the Director, Energy Division, Room 4004, at the address shown above. The protest shall also be sent to PG&E either via E-mail or U.S. mail (and by facsimile, if possible) at the address shown below on the same date it is mailed or delivered to the Commission:

Advice 4722-E - 8 - October 16, 2015

Erik Jacobson Director, Regulatory Relations c/o Megan Lawson Pacific Gas and Electric Company 77 Beale Street, Mail Code B10C P.O. Box 770000 San Francisco, California 94177 Facsimile: (415) 973-7226 E-mail: PGETariffs@pge.com

Any person (including individuals, groups, or organizations) may protest or respond to an advice letter (General Order 96-B, Section 7.4). The protest shall contain the following information: specification of the advice letter protested; grounds for the protest; supporting factual information or legal argument; name, telephone number, postal address, and (where appropriate) e-mail address of the protestant; and statement that the protest was sent to the utility no later than the day on which the protest was submitted to the reviewing Industry Division (General Order 96-B, Section 3.11). Effective Date PG&E requests that this Tier 2 advice filing become effective on regular notice, November 15, 2015, which is 30 calendar days after the date of filing. Notice In accordance with General Order 96-B, Section IV, a copy of this advice letter is being sent electronically and via U.S. mail to parties shown on the attached list and Rulemaking (R.) 12-06-013. Address changes to the General Order 96-B service list should be directed to PG&E at email address PGETariffs@pge.com. For changes to any other service list, please contact the Commission’s Process Office at (415) 703-2021 or at Process_Office@cpuc.ca.gov. Send all electronic approvals to PGETariffs@pge.com. Advice letter filings can also be accessed electronically at: http://www.pge.com/tariffs/. /S/ Erik Jacobson Director, Regulatory Relations Attachments cc: Service List R.12-06-013

Attachment 1 - Bill Presentment

4.03.4

2.7

1 Year Ago Last Period CurrentPeriod

GasTherms

/Day

$0$50

$100$150$200$250

Electric Gas

9990123 45 6 7 890100000X X X X X X 0000000X X XFont FPO

.

Account Number:1023456789-0

Due Date:12/06/2016

Total Amount Due:$202.18

Amount Enclosed:$

SALLY JOHNSON1234 MAIN STREETANYTOWN, CA 00000

9184 .2 .9 .743 2 SP 0 .650 PG&EBOX 997300SACRAMENTO, CA 95899-7300

Please return this portion with your payment. No staples or paper clips. Do not fold. Thank you.

Service For: Your Account Summary

Total Amount Due by 12/06/2016

Sally Johnson1234 Main Street Anytown, CA 00000

Amount Due on Previous Statement $145.67Payment(s) Received Since Last Statement -145.67

Previous Unpaid Balance $0.00

Current Electric Charges $177.62 Current Gas Charges 24.56

$202.18

Current charges include a High Energy Charge of $75.66

Questions about your bill?

24 hours per day, 7 days per week Phone: 1-800-743-5000www.pge.com/MyEnergy

1234 Office StCity, CA 00000

Local Office Address

Visit www.pge.com/MyEnergy for a detailed bill comparison.

Monthly Billing History Daily Usage Comparison

S A M P L E

Account No: 1023456789-0Statement Date: mm/dd/yyyyDue Date: 12/06/2016www.pge.com/MyEnergy

ENERGY STATEMENT

Page X of YRecycled Paper30% Post-Consumer Waste

15.419.1 17.4

1 Year Ago Last Period CurrentPeriod

ElectrickWh/Day

Electric Gas

!

0

2

4

6

8

10

12

5/30 6/1 6/3 6/5 6/7 6/9 6/11 6/13 6/15 6/17 6/19 6/21 6/23 6/25 6/27

kWh

Service Information

Meter # 1098765432Total Usage 668.049000 kWhBaseline Territory THeat Source ElectricSerial YRotating Outage Block 50

Additional Messages

[Placeholder for the High Energy Charge message]

Details of Electric Charges

mm/dd/yyyy - mm/dd/yyyy (31 billing days)Service For: 1234 Main StreetService Agreement ID: 9087654321 Rate Schedule: E1 TH [Rate Description]

Total Electric Charges $177.62

mm/dd/yyyy - mm/dd/yyyy Your Tier Usage 1 2

Tier 1 Allowance 111.100000 kWh (31 days x 10.1 kWh/day)Tier 1 Usage 111.100000 kWh @ $0.17736 $ 19.70Tier 2 Usage 333.300000 kWh @ $0.24363 81.20High Energy Charge 223.649000 kWh @ $0.33832 75.66Energy Commission Tax 1.06

www.pge.com/MyEnergyENERGY STATEMENT

Electric Usage This Period: xxx kWh, xx billing days

Page X of YRecycled Paper30% Post-Consumer Waste

= Average Daily Usage

Visit www.pge.com/myenergy for a detailed bill comparison.

Account No: 1023456789-0Statement Date: mm/dd/yyyyDue Date: 12/06/2016

S A M P L E

HEC

CALIFORNIA PUBLIC UTILITIES COMMISSION

ADVICE LETTER FILING SUMMARY

ENERGY UTILITY

MUST BE COMPLETED BY UTILITY (Attach additional pages as needed)

Company name/CPUC Utility No. Pacific Gas and Electric Company (ID U39 E)

Utility type: Contact Person: Shirley Wong

� ELC � GAS Phone #: (415) 972-5505

� PLC � HEAT � WATER E-mail: slwb@pge.com and PGETariffs@pge.com

EXPLANATION OF UTILITY TYPE

ELC = Electric GAS = Gas

PLC = Pipeline HEAT = Heat WATER = Water

(Date Filed/ Received Stamp by CPUC)

Advice Letter (AL) #: 4722-E Tier: 2

Subject of AL: PG&E’s Outreach and Education Plan for Implementing the Super User Electric Surcharge

per D.15-07-001

Keywords (choose from CPUC listing): Compliance, Billing, Surcharges

AL filing type: � Monthly � Quarterly � Annual � One-Time � Other _____________________________

If AL filed in compliance with a Commission order, indicate relevant Decision/Resolution #: Decision 15-07-001

Does AL replace a withdrawn or rejected AL? If so, identify the prior AL: No

Summarize differences between the AL and the prior withdrawn or rejected AL: ____________________

Is AL requesting confidential treatment? If so, what information is the utility seeking confidential treatment for: No

Confidential information will be made available to those who have executed a nondisclosure agreement: N/A

Name(s) and contact information of the person(s) who will provide the nondisclosure agreement and access to the confidential

information: __________________________________________________________________________________________________

Resolution Required? �Yes �No

Requested effective date: November 15, 2015 No. of tariff sheets: N/A

Estimated system annual revenue effect (%): N/A

Estimated system average rate effect (%): N/A

When rates are affected by AL, include attachment in AL showing average rate effects on customer classes (residential, small

commercial, large C/I, agricultural, lighting).

Tariff schedules affected: N/A

Service affected and changes proposed: N/A

Pending advice letters that revise the same tariff sheets: N/A

Protests, dispositions, and all other correspondence regarding this AL are due no later than 20 days after the date of this filing, unless

otherwise authorized by the Commission, and shall be sent to:

California Public Utilities Commission Pacific Gas and Electric Company

Energy Division

EDTariffUnit

505 Van Ness Ave., 4th

Flr.

San Francisco, CA 94102

E-mail: EDTariffUnit@cpuc.ca.gov

Attn: Erik Jacobson, Director, Regulatory Relations

c/o Megan Lawson

77 Beale Street, Mail Code B10C

P.O. Box 770000

San Francisco, CA 94177

E-mail: PGETariffs@pge.com

PG&E Gas and Electric Advice Filing List General Order 96-B, Section IV

AT&T Don Pickett & Associates, Inc. OnGrid Solar

Albion Power Company Douglass & Liddell Pacific Gas and Electric Company

Alcantar & Kahl LLP Downey & Brand Praxair

Anderson & Poole Ellison Schneider & Harris LLP Regulatory & Cogeneration Service, Inc.

BART G. A. Krause & Assoc. SCD Energy Solutions

Barkovich & Yap, Inc. GenOn Energy Inc. SCE

Bartle Wells Associates GenOn Energy, Inc. SDG&E and SoCalGas

Braun Blaising McLaughlin, P.C. Goodin, MacBride, Squeri, Schlotz & Ritchie

SPURR

CENERGY POWER Green Power Institute San Francisco Water Power and Sewer

CPUC Hanna & Morton Seattle City Light

California Cotton Ginners & Growers Assn In House Energy Sempra Energy (Socal Gas)

California Energy Commission International Power Technology Sempra Utilities

California Public Utilities Commission Intestate Gas Services, Inc. SoCalGas

California State Association of Counties Kelly Group Southern California Edison Company

Calpine Leviton Manufacturing Co., Inc. Spark Energy

Casner, Steve Linde Sun Light & Power

Center for Biological Diversity Los Angeles County Integrated Waste Management Task Force

Sunshine Design

City of Palo Alto Los Angeles Dept of Water & Power Tecogen, Inc.

City of San Jose MRW & Associates Tiger Natural Gas, Inc.

Clean Power Manatt Phelps Phillips TransCanada

Coast Economic Consulting Marin Energy Authority Troutman Sanders LLP

Commercial Energy McKenna Long & Aldridge LLP Utility Cost Management

Cool Earth Solar, Inc. McKenzie & Associates Utility Power Solutions

County of Tehama - Department of Public Works

Modesto Irrigation District Utility Specialists

Crossborder Energy Morgan Stanley Verizon

Davis Wright Tremaine LLP NLine Energy, Inc. Water and Energy Consulting

Day Carter Murphy NRG Solar Wellhead Electric Company

Defense Energy Support Center Nexant, Inc. Western Manufactured Housing Communities Association (WMA)

Dept of General Services ORA YEP Energy

Division of Ratepayer Advocates Office of Ratepayer Advocates