Outreach and Enrollment

Current CBO and Contractor PracticesChallenges with OutreachChallenges with EnrollmentRecommendations for Improvement

Workshop #6, October 26, 2011

Current Outreach Practices

Community Fairs/Events Neighborhood Sweeps Door to Door Canvassing Telemarketing Partner with Local EDD and WIC Partner with Faith Based

Organizations and Local CBO’s

Current Outreach Practices cont.

IOU and Customer Referrals Property Management Companies Real Estate Agencies Post Cards/Mailers Print and Radio Ads Social Networking

Challenges With Outreach No Statewide/Limited IOU Marketing Competing Programs Measure Availability for MUDs Program Recognition/Trust Lack of Co-Branding Fewer Phone Numbers Employee Training/Limited Classes Starting and Stopping Outreach Throughout the

Year Balancing or Aligning SCE and SCG Goals

Challenges With Enrollment Property Owner Waivers Property Management AgreementsStatewide P&P Sec. 2.6.5. - Property Management Companies

Authorized representatives of property management companies may sign for property owners for both single family and multifamily agreements under either of the following conditions: the property management company has a standard Power of Attorney agreement with the property owner; or the property management company has a signed Management Agreement with the owner authorizing the property management company to act as the agent for the specific property. A copy of the Power of Attorney or the Management Agreement must be kept in the customer’s files for that customer.

Performing Audits for Homes That Do Not Qualify.

Challenges With Enrollment cont.

Income Proof/Cash Employment Customer Recollection of Their Own Situations Statewide P&P 2.2.3.1 - Actual Income Documentation

Required When income documentation is required, income documentation

must be reviewed, recorded, copied and retained by service providers prior to the installation of measures for all prospective participants.

The utility will periodically audit enrollment information and /or income documentation retained by the contractor. In the event that information and/or documentation is not complete and correct for a participant, payment to the contractor for the provision of Program Services to that unit may be disallowed.

Challenges With Enrollment cont.

Enrollment Forms (For PG&E)1. Property Owner Waiver- Owner2. Property Owner Waiver-Renter (Tenant Acknowledgement)3. Property Management Agreement (Multi-Family Only)4. Home Assessment Form5. Income Verification and Customer Information6. Refrigerator and Air Conditioner Application7. Energy Education8. Appliance Ownership Documentation9. ESA Program Checklist10. ESA Program File Check off11. ESA Home Qualification Worksheet12. Proof Of Ownership13. Income Proof

Challenges With Enrollment cont.

Enrollment Forms (For SCG)

1. Property Owner Authorization

2. Household Income Worksheet

3. Customer Agreement (Legal Size Paper)

4. Assessment Worksheet (Legal Size Paper)

5. Clothes Washer Pre-Assessment Worksheet

6. Income Proof

7. Ownership Proof

Challenges With Enrollment cont.

Enrollment Forms (For SCE)

1. Property Owner Authorization And Waiver

2. Enrollment Form

3. Home Assessment Form

4. Declaration of Refrigerator Ownership

5. Income Proof

6. Ownership Proof

Challenges With Enrollment cont.

Enrollment Forms (For SDG&E) Property Owner Authorization And Waiver Enrollment Form Home Assessment Form Declaration of Refrigerator Ownership Income Proof Ownership Proof

Recommendations for Improvement

1. Paperless/Electronic Enrollments (May require budget

adjustment for some IOU’s) Utility Provided Tabs/Netbooks to Control Data Save Printing Costs Validate Enrollments Save on Auditing/Copying Easily Capture email Addresses for Continued

Correspondence IOU’s Easily Turn Audit Into Follow Up Mailing to

Customer Multiple Languages

Recommendations for Improvement

2. DVD Deliver a Standard Program Message to

Increase Customer Satisfaction Increase the Number Of Education

Recommendations for a Unique Experience Easily Add/Remove Details On Other Programs

(Reduces Training Costs/Learning Curve) Co-Branding Downloadable/Web Accessible Accessible to Other Public Agencies

Recommendations for Improvement

3. Increase IOU Marketing (IOU Budget Issue?)

4. Create Statewide Marketing Campaign (ex. Flex Your Power Campaign) (IOU Budget Issue?)

5. Co-Branding/Joint IOU Contractor Material

6. Vehicle Signage (Co-Branding)

7. Uniforms (Co-Branding)

8. Accept Lease Agreement In Lieu of Property Management Agreement (Multi Family)

9. Update Zip 7 Areas with 2010 Census Data (Self-Certification Allowed under Statewide P&P Sec. 2.2.3.3.)

Recommendations for Improvement

10. Waive POW Requirement for Non-Evasive Measures11. Clarify Approval of CFL Installation at time of Education (CFL

Policy Discrepancy between P&P and D.08-11-031) P&P Sec. 4.6 Installation of Compact Fluorescent Light Bulbs

The electric or dual-fuel utility outreach worker may install compact fluorescent light bulbs during the initial home visit. The number of compact fluorescent light bulbs installed will depend on unit type, feasibility and amount of time each lighting fixture is used (3.5 hours minimum).

D.08-11-031 OP 47 -We eliminate the 3 Measure Minimum rule (which prohibits IOUs from installing measures in a home that does not require at least three measures) in favor of a rule that allows IOUs to install one or two measures in a home, as long as the measures achieve energy savings of at least either 125 kWh/annually or 25 therms/annually.

Recommendations for Improvement

12. Clarify Education As a Separate Procedure and Measure Clarify Education As a Separate Procedure and Measure – (Conflict or

Need for Clarity between D08-11-031 OP 22 and OP 47) D08-11-031 OP 22 - We require that the IOUs' energy efficiency education –

in which the IOUs inform and teach low income customers about the benefits of energy efficiency – occur close in time to installation of measures, rather than in a vacuum. We allow IOUs to fund facilitated education, including workshops, provided such workshops target low income persons eligible or likely to be eligible for LIEE and take steps to enroll customers in LIEE.

D08-11-031 OP 47 - We eliminate the 3 Measure Minimum rule (which prohibits IOUs from installing measures in a home that does not require at least three measures) in favor of a rule that allows IOUs to install one or two measures in a home, as long as the measures achieve energy savings of at least either 125 kWh/annually or 25 therms/annually.

Recommendations for Improvement13. Reimbursement for Audit REQUIRED WORK TO DETERMINE QUALIFICATION Part 1

P&P Sec 4.2 Description of Program Services In the course of the initial home visit, the outreach worker shall provide a thorough

description of the program services available to the low-income household. At a minimum, this description must cover the following services:

The LIEE Program, including program goals, eligibility requirements, eligible measures, and procedures. The procedures to be covered by this description must encompass energy education, available energy efficiency services and minor home repairs, general installation procedures, inspection procedures, and natural gas appliance testing procedures (if applicable).

Other programs designed to repair/replace furnaces or install other energy efficiency measures (if these are offered as separate programs).

The California Alternate Rates for Energy (CARE) Program. Outreach workers will also provide assistance in enrolling the customer in CARE if the customer chooses to participate in it.

Other utility programs designed to provide services to low-income customers, including level-payment programs, medical baseline programs, and other energy efficiency programs for which the customer may be qualified.

Similar programs offered by DCSD and other known energy related programs. The outreach worker may also describe other utility and non-utility low income

assistance and energy efficiency programs. At no time shall Program personnel promote or provide feebased services to customers in lieu of free services offered under the LIEE Program.

Recommendations for Improvement

13. Reimbursement for Audit Cont.

REQUIRED WORK TO DETERMINE QUALIFICATION Part 2 P&P Sec 4.3 Data Collection During the initial interview, the outreach worker will also collect data

needed to document eligibility and to meet tracking and reporting requirements. In general, information including, but not limited to the following must be collected:

Name, address and phone number of applicant, Senior/disability status of applicant or other permanent household

member, as observed by the assessor or voluntarily provided by the applicant,

Residence type and owner/renter status, Gas and/or electric account information, Appliance/HVAC system information, Customer unwillingness/inability to participate, and Home square footage. Demographic data may also be collected if offered by the customer.

Recommendations for Improvement

13. Reimbursement for Audit Cont. REQUIRED WORK TO DETERMINE QUALIFICATION Part 3

P&P Sec 4.5 In-Home Energy Assessment/Audit An assessment or audit of the structure will be completed

on homes with income-qualifying applicants using a form provided by the utility. The assessment/audit will identify measures which may be installed through the Program. Assessment/audit forms will be provided by the utility or approved by the utility if the contractor has an acceptable in-house form.

Recommendations for Improvement

14. Recognize Challenges to This Population in Providing Proof of Income.

15. Bring MIDI to ESAP

16. Require CARE Customers to Participate in ESAP When Possible Energy Savings Associated to All Ratepayers Energy Education To CARE Customers Customers Who Need Big Ticket Items Can Income Certify

17. Remove Caps on Measures. Serve the Whole Residence. Majority of Cost is Getting to the Home.

18. Development of Literature Like Coloring Books and Interactive Games to Involve the Whole Family in Energy Education