61
BEFORE THE PUBLIC UTILITIES COMMISSION OF THE STATE OF CALIFORNIA Application of Southern California Edison Company (U 338-E) for Approval of its Energy Savings Assistance and California Alternate Rates for Energy Programs and Budgets for Program Years 2015-2017. Application 14-11-007 And Related Matters A.14-11-009 A.14-11-010 A.14-11-011 MONTHLY REPORT OF SOUTHERN CALIFORNIA EDISON COMPANY (U 338-E) ON LOW INCOME ASSISTANCE PROGRAMS FOR JANUARY 2020 ANNA VALDBERG ANGELA WHATLEY Attorney for SOUTHERN CALIFORNIA EDISON COMPANY 2244 Walnut Grove Avenue Post Office Box 800 Rosemead, California 91770 Telephone: (626) 302-3618 E-mail: [email protected] Dated: February 21, 2020

STATE OF CALIFORNIA · weatherization that can help customers save energy and money. The ESA Program is available to income-qualified customers living in single-family, multifamily,

  • Upload
    others

  • View
    1

  • Download
    0

Embed Size (px)

Citation preview

Page 1: STATE OF CALIFORNIA · weatherization that can help customers save energy and money. The ESA Program is available to income-qualified customers living in single-family, multifamily,

BEFORE THE PUBLIC UTILITIES COMMISSION OF THE

STATE OF CALIFORNIA

Application of Southern California Edison Company (U 338-E) for Approval of its Energy Savings Assistance and California Alternate Rates for Energy Programs and Budgets for Program Years 2015-2017.

Application 14-11-007

And Related Matters

A.14-11-009 A.14-11-010 A.14-11-011

MONTHLY REPORT OF SOUTHERN CALIFORNIA EDISON COMPANY (U 338-E) ON LOW INCOME ASSISTANCE PROGRAMS FOR JANUARY 2020

ANNA VALDBERG ANGELA WHATLEY

Attorney for SOUTHERN CALIFORNIA EDISON COMPANY

2244 Walnut Grove Avenue Post Office Box 800 Rosemead, California 91770 Telephone: (626) 302-3618 E-mail: [email protected]

Dated: February 21, 2020

Page 2: STATE OF CALIFORNIA · weatherization that can help customers save energy and money. The ESA Program is available to income-qualified customers living in single-family, multifamily,

1

BEFORE THE PUBLIC UTILITIES COMMISSION OF THE

STATE OF CALIFORNIA

Application of Southern California Edison Company (U 338-E) for Approval of its Energy Savings Assistance and California Alternate Rates for Energy Programs and Budgets for Program Years 2015-2017.

Application 14-11-007

And Related Matters

A.14-11-009 A.14-11-010 A.14-11-011

MONTHLY REPORT OF SOUTHERN CALIFORNIA EDISON COMPANY (U 338-E) ON LOW INCOME ASSISTANCE PROGRAMS FOR JANUARY 2020

In accordance with Ordering Paragraph 113 of Decision (D.) 16-11-022, Southern

California Edison Company (SCE) hereby submits the attached monthly status report on its

Energy Savings Assistance (ESA) and California Alternate Rate for Energy (CARE) program

efforts. This report represents year-to-date ESA and CARE program results and expenditures

through January 2020 and includes SCE’s report on intensified ESA activity in the Aliso Canyon

impacted area pursuant to D.16-04-040.

Respectfully submitted, ANNA VALDBERG ANGELA WHATLEY /s/ Angela Whatley By: Angela Whatley

Attorney for SOUTHERN CALIFORNIA EDISON COMPANY

2244 Walnut Grove Avenue Post Office Box 800 Rosemead, California 91770 Telephone: (626) 302-3618 E-mail: [email protected]

Dated: February 21, 2020

Page 3: STATE OF CALIFORNIA · weatherization that can help customers save energy and money. The ESA Program is available to income-qualified customers living in single-family, multifamily,

Attachment

ESA and CARE Program Report

Page 4: STATE OF CALIFORNIA · weatherization that can help customers save energy and money. The ESA Program is available to income-qualified customers living in single-family, multifamily,

Southern California Edison Company’s (SCE)

Energy Savings Assistance (ESA) Program

and

California Alternate Rates for Energy (CARE) Program

Monthly Report

January 2020

Page 5: STATE OF CALIFORNIA · weatherization that can help customers save energy and money. The ESA Program is available to income-qualified customers living in single-family, multifamily,

i

LOW INCOME ASSISTANCE PROGRAMS MONTHLY REPORT

TABLE OF CONTENTS

Title Page

1. Energy Savings Assistance Program Executive Summary ............................................. 1

1.1. Energy Savings Program Overview ........................................................................ 1 1.2. Energy Savings Assistance Program Customer Enrollment and Outreach Update 2 1.3. Leveraging Success Evaluation, Including CSD .................................................... 6 1.4. Workforce Education & Training ........................................................................... 7 1.5. Miscellaneous ......................................................................................................... 7

2. California Alternate Rates for Energy (CARE) Executive Summary……………….10

2.1. CARE Program Summary ...................................................................................... 11 2.2. Outreach ................................................................................................................. 11 2.3. Recertification Complaints .................................................................................... 16 2.4 Miscellaneous ....................................................................................................... 16

Page 6: STATE OF CALIFORNIA · weatherization that can help customers save energy and money. The ESA Program is available to income-qualified customers living in single-family, multifamily,

1

LOW INCOME ASSISTANCE PROGRAMS MONTHLY REPORT

This monthly report complies with the low income reporting requirements established in Decision (D.)16-11-022/D.17-12-009, and with all reporting and program evaluation requirements established for the California Alternate Rates for Energy (CARE) and Energy Savings Assistance (ESA) Programs and provides information on CARE and ESA Program accomplishments and expenditures for January 2020.

1. Energy Savings Assistance Program Executive Summary The objective of SCE's Energy Savings Assistance (ESA) Program is to help income-qualified customers reduce their energy consumption and costs while increasing their health, comfort, and safety at no cost to them. Through the ESA Program, SCE offers a number of energy-efficient appliances to income-qualified customers, including energy-efficient refrigerators and air conditioners, and home efficiency solutions like weatherization that can help customers save energy and money. The ESA Program is available to income-qualified customers living in single-family, multifamily, and mobile homes, including homeowners and renters. To be eligible for the program, customers must meet the program's income guidelines, which are established by the California Public Utilities Commission (CPUC) and updated annually. Specific measures are authorized according to criteria observed in each home for existing appliances and feasibility of installation.

1.1. Energy Savings Program Overview 1.1.1. Provide a summary of the Energy Savings Assistance

Program elements

Program Summary for Month

2020 Authorized / Planning

Assumptions1 Year-to-Date

Actual % Budget $65,067,100 $1,021,651 2% Homes Treated 113,612 1,950 2% kWh Saved 33,920,000 677,150 2% kW Demand Reduced N/A 95 N/A Therms Saved N/A N/A N/A

Saving authorized in CPUC January 4,2019 Disposition.

Page 7: STATE OF CALIFORNIA · weatherization that can help customers save energy and money. The ESA Program is available to income-qualified customers living in single-family, multifamily,

2

1.2. Energy Savings Assistance Program Customer Enrollment and Outreach Update

SCE’s outreach efforts in conjunction with the ESA program contractors utilize numerous channels and innovative approaches to inform and enroll customers. The following section describes some of the methods SCE implements on a monthly basis to enroll customers and conduct outreach activities to inform customers about the ESA program.

1.2.1 Provide a summary of the Energy Savings Assistance program enrollment and outreach strategies deployed this month.

SCE’s ESA contractors continue to enroll customers through tablet PCs (aka paperless enrollment) during the assessment process resulting in streamlined and expedited enrollments. The tablet PC eliminates the need for paper copies ensuring protection of customer data and helping protect the environment. In January there were 319 assessors, representing 22 contractors utilizing the paperless enrollment process, enrolling 8,857 households.

Direct Mailers In January, SCE sent approximately 126,536 direct mailers to new and existing CARE customers. The letters targeted customers who have not participated in the ESA program and included messaging about the ESA program and directed customers to ESA program website. Each letter also provides customers with the name and phone number for their local SCE ESA program contractor, allowing contractors to directly receive information for interested customers which could lead to potential enrollments. This streamlined process also creates efficiencies for both customer and contractor. Additionally, SCE continues to track the performance of the redesigned creative that was deployed in Q.3 2019 direct mail marketing campaign to provide more clarity to customers regarding ESA enrollment process. The campaign’s creative is shown below.

Page 8: STATE OF CALIFORNIA · weatherization that can help customers save energy and money. The ESA Program is available to income-qualified customers living in single-family, multifamily,

3

(double-sided English/Spanish)

Page 9: STATE OF CALIFORNIA · weatherization that can help customers save energy and money. The ESA Program is available to income-qualified customers living in single-family, multifamily,

4

Emails During the month of January, 43,464 emails were deployed to customers with a “high probability” of being eligible for the ESA Program, which includes newly enrolled and existing CARE customers that had not previously participated in the ESA Program. The email featured ESA Program information and directs interested customers to the ESA Program website Digital Media For the month of January, SCE targeted 713 unique zip codes as part of the digital and social mass media plan. Digital Banner and Social Media ads are utilized for their geo-targeting capabilities to reinforce ESA messaging with eligible customers during key periods in specific zip codes when those areas will be serviced by ESA contractors.

Page 10: STATE OF CALIFORNIA · weatherization that can help customers save energy and money. The ESA Program is available to income-qualified customers living in single-family, multifamily,

5

Outbound Calls SCE’s pilot outreach campaign provides customer leads directly to the ESA Program contractors for outbound calls. SCE targets the customers that receive the direct mailers each month focusing on customers who have not previously participated in the ESA Program. For the month of January, SCE provided approximately 16,814 outbound calling leads to multiple ESA contractors who elected to participate in the pilot campaign. Inbound Calls Customers who call SCE’s customer service center are informed and referred to the ESA Program. Customers are assigned to a contractor in their service territory. The ESA contractor will then follow up on the lead and contact the customer to assess eligibility and enrollment in the ESA Program. In the month of January SCE received 886 ESA related calls. Innovative Strategies When an unexpected event takes place such as an earthquake or wildfire SCE will develop information for our SCE customers who may have been impacted to provide them with disaster relief communication or to provide them with important consumer protections that are available to them in the event they are affected by a natural disaster. ESA contractors will provide information to distribute to the community when conducting outreach. SCE developed the below disaster relief support information to distribute to customers.2

Community Events ESA Program contractors participate in a variety of community events to interact with customers and provide them with information about the ESA program and other Low-Income programs available to them. These types of events help increase ESA enrollments and ESA contractors will also assist the customer complete the enrollment process.

2 See section 2.4 for more information on SCE disaster relief efforts

Page 11: STATE OF CALIFORNIA · weatherization that can help customers save energy and money. The ESA Program is available to income-qualified customers living in single-family, multifamily,

6

Specialized Efforts to Increase Participation SCE is currently implementing and enhancing the below on-going efforts to reach first touch homes that have not participated in the ESA program. These efforts will be mainly conducted in our hard to reach communities.

• ESA Enrollment contractors –SCE has completed onboarding for new contractors that will focus on non-English speaking communities. SCE has launched its Deaf Community Outreach Initiative. Contractors have completed deaf culture training, which included the use of a translation service available online. SCE will be participating in deaf community events by the end of the first quarter.

• Implementing new contractor strategies to increase enrollment – SCE is aligning its direct mail schedule with contractors’ outreach schedule to increase customer enrollments.

• Leverage other programs and identify co-marketing opportunities – SCE is currently engaging with SOMAH and DAC SASH implementers to co-market the programs and better integrate the referral process.

• Target enrollment in specified communities – SCE has begun preparation to enroll communities of customers who reside on military bases and on Catalina Island. SCE is leveraging best practices learned with enrolling the Tribal Communities.

1.3. Leveraging Success Evaluation, Including CSD

1.3.1. Please provide a status of the leveraging effort with CSD. What new steps or programs have been implemented? What was the result in terms of new enrollments?

SCE and the California Department of Community Services and Development (CSD) continue to employ a leveraging framework to increase participation from the Low Income Home Energy Assistance Program (LIHEAP) agencies that are also ESA Program providers and to record installations of measures common to both ESA and LIHEAP. A contract agreement with SCE and the CSD to leverage the ESA program funds with the Multifamily Low-Income Weatherization Program (MF LIWP) includes a list of projects within SCE’s territory that are currently reserved for CSD leveraging. In addition, SCE and the Investor Owned Utilities (IOUs) continue to meet with CSD staff regularly to discuss future leveraging efforts. SCE continues to work with the SOMAH and DAC-SASH implementers with a referral process that is already in place and to continue to launch collaborative activities that will help increase program enrollments.

Page 12: STATE OF CALIFORNIA · weatherization that can help customers save energy and money. The ESA Program is available to income-qualified customers living in single-family, multifamily,

7

1.4. Workforce Education & Training 1.4.1. Please summarize efforts to improve and expand Energy

Savings Assistance Program workforce education and training. Describe steps taken to hire and train low income workers and how such efforts differ from prior program years.

In January, SCE’s contractors continued to conduct self-guided training to new staff on the policies and procedures associated with ESA home assessment. The training provides participants with comprehensive instruction on income documentation, customer and measure eligibility, and hands-on exercises, plus an extensive discussion of energy education-related topics and demonstrations used to gauge the participants’ understanding of the material. SCE conducts weekly online testing for prospective program representatives which they must pass with a score of 80% or higher prior to being authorized to conduct a home assessment. This month SCE successfully tested 33 prospective representatives. SCE contracts with a mixture of local private contractors (LPCs), community-based organizations (CBOs) and faith-based organizations (FBOs) to provide ESA program services. The organizations, many of which are in low-income and disadvantaged communities, to date have 841 active jobs that support SCE’s ESA Program. In January (16) new jobs were added.

1.5. Miscellaneous 1.5.1. Tribal Penetration and Outreach Efforts

By year end 2019 the Chemehuevi Indian Tribe and the Death Valley Timbisha Shoshone Tribe were successfully treated and Twenty-Nine Palms Band of Mission Indians, Agua Caliente Band of Cahuilla Indians and San Manuel Band of Mission Indians, advised their residents were not income qualified to participate in ESA per the Federal Poverty Guidelines.3 Pechanga no longer receives their electrical service from SCE. Additionally, in Q4 2019 SCE met with Morongo TANF Department to discuss ESA program and ESA program marketing material was provided to TANF for distribution at tribal events. SCE will continue to conduct its on-going outreach efforts to offer the ESA program to the remaining tribal Communities and is committed to a new era of relationships with Tribal Nations to build stronger, more mutually rewarding relationships with the Tribal Nations in our service territory. Below is a list of the thirteen (13) tribes identified in SCE’s service territory and a current status of our efforts:

3 Cal. Pub. Util. Code §739.1 (a).

Page 13: STATE OF CALIFORNIA · weatherization that can help customers save energy and money. The ESA Program is available to income-qualified customers living in single-family, multifamily,

8

Tribal Nations in SCE’s Territory: Outreach Status Treated Ineligible

No longer served by SCE

In progress

Timbisha Shoshone X Chemehuevi X San Manual Band of Mission Indians X Agua Caliente Band of Cahuilla Indians X Twenty-Nine Palms Band of Mission Indians X Pechanga X Benton Paiute X Bishop Paiute X Bridgeport Indian Colony X CRIT X Morongo X Soboba X Tule River X

1.5.2. Multifamily Common Area Measures (CAM)

In the month of January SCE continued to see the benefits of the relaunch of Master Agreement that was implemented in September 2019 to streamline the enrollment process. With this improvement service providers no longer use paper forms to complete portions of the enrollment process and can now utilize ESA Mobile to complete the assessment, installation and inspection portions of an enrollment for In-Unit (IU). The chart below details CAM efforts in 2019 and 2020 year to date:

Deed Restricted – In Progress

Whole Building Common Area Only In-Unit only

# In Progress # of Units # In Progress # In Progress # of Units

17 1454 3 16 928

Deed Restricted - Completed4

Whole Building Common Area Only In-Unit Only

# Completed # of Units # In Completed # Completed # of Units

1 16 0 0 0

Deed Restricted - Pipeline

0-30 days 31-60 days 61+ days

12 15 0

4 Completed Projects: All work and billing completed; Pipeline: 0-30 Days, paperwork pending signature. 31-60 days, customer contact made, and additional meets are scheduled with the property.

Page 14: STATE OF CALIFORNIA · weatherization that can help customers save energy and money. The ESA Program is available to income-qualified customers living in single-family, multifamily,

9

Market Rate – In Progress

Whole Building Common Area Only In-Unit Only

# In Progress # of Units # In Progress # In Progress # of Units

0 0 0 16 1180

Additionally, SCE continues to search for ways to improve the challenges of enrolling first-touch households into the program. To help address some of the enrollment challenges SCE added an additional Single Point of Contact (SPOC) to augment outreach by our contractors to increase enrollment and the number of projects for MF CAM. SCE visited over 14 customers within SCE’s service territory to promote CAM/ESA programs. Some of these customers were in SCE’s hard to reach areas. SCE discussed measures that are offered as part of the ESA program, as well as EE measures such as exterior lighting, pool pump and refrigerator replacement that are available as part of the CAM program. Information program material was provided to customers and SCE will conduct a follow up to pursue program interest. Non-CAM Service providers created 11 Master Agreements for market-rate (non-deed restricted) properties for a total of 693 in-unit to be served.

1.5.3. Programmable Communication Thermostat Pilot D.17-12-009, Ordering Paragraph (OP) 147 directed the electric IOUs to implement a pilot with the goal of exploring and evaluating whether using Programmable Communicating Thermostat (PCT) paired with a mobile phone application will affect the behavior of low income, high-energy-usage customers in hot climate zones while on a Time Of Use (TOU) rate. In compliance with this directive, on March 1, 2018, SCE filed a Tier 2 Advice Letter (3753-E) proposing an implementation plan and supporting budget. On March 27, 2018, The Energy Division (ED) suspended the Advice Letter. On April 14, 2018, at the direction of the ED, SCE filed a supplement to the Advice Letter to clarify SCE’s proposed budget. The ED also directed the electric IOUs to jointly hire one consultant to evaluate the pilot. The IOUs requested an extension of time to implement the pilot, which was approved, changing a June 2018 launch date to October 2018. In October the electric IOUs filed a request to extend the start of the Pilot from October 31, 2018 to January 1, 2019 which was approved by the ED on November 1, 2018. In July 2018, on behalf of the electric IOUs Pacific Gas & Electric (PG&E) released a Request For Proposal (RFP) for the statewide evaluator who was successfully retained on October 2, 2018. SCE continued implementing the pilot plan and by the end of 2018 completed all planned activities on time including identifying 172 initial customers who agreed to participate in the pilot as part of either a Treatment or Control group. All participants were switched to TOU on their meter read dates in January 2019. In Q3, the PCT vendor, Ecobee, notified the IOUs that the smart thermostats installed as part of the PCT pilot were not operating with the Peak Relief functionality designed to

Page 15: STATE OF CALIFORNIA · weatherization that can help customers save energy and money. The ESA Program is available to income-qualified customers living in single-family, multifamily,

10

help customers optimize TOU rates. While issues were identified during the installation of the thermostats, resolutions appeared to be identified and SCE believed the thermostats were operating with Peak Relief, as intended. However, in mid-July, Ecobee determined that there were additional issues and Ecobee pushed request to customers to update thermostat firmware to Eco+. The notification occurred through the thermostats and through email notifications. Additional notifications were sent in August to customers who had not upgraded their devices with the new firmware. As of August, 35 of the 39 thermostats installed for SCE Pilot participants had been updated with the Eco+ firmware, and 33 of those customers also approved the automated TOU rate functionality. SCE and the IOUs worked with the pilot evaluator to make changes to revise the surveys and the research plan to adjust for this unexpected event. The second survey was sent to pilot participants in Q3 2019 to gauge their experiences after all had received bills corresponding to the hottest periods, and thus greatest cooling load and potentially highest bills of the year. Second survey response counts for SCE are 29 respondents from the treatment group and 34 In January 2020, the IOUs and consultants developed the survey questions for the third and final participant survey. Results are expected to available in February 2020. All survey results will inform the final study. A draft of results is expected to be provided to consultant with Q2 2020. 2. California Alternate Rates for Energy Program Executive Summary

The CARE program is a low-income energy rate program that provides a monthly discount to qualifying households in SCE’s service territory. To qualify for CARE household income must be at or below the 200% Federal Poverty Guidelines. Through CARE customers can save 30-35% a month on their electric bill. Income qualified customers include residential single-family households and customers in sub-metered residential facilities, nonprofit group living facilities, agricultural employee housing facilities, and migrant housing farm workers.

Page 16: STATE OF CALIFORNIA · weatherization that can help customers save energy and money. The ESA Program is available to income-qualified customers living in single-family, multifamily,

11

2.1. CARE Program Summary 2.1.1. Please provide CARE program summary costs

CARE Budget Categories Authorized Budget Expenses Year-to-Date

% of 2020 Budget Spent

Outreach $2,684,843 $200,429 7% Processing / Certification Re-certification $800,000 $42,031 5% Post Enrollment Verification (PEV) $600,000 $52,681 9% IT Programming $600,000 $1,005 0% Cooling Centers $45,899 $0 0% Pilot (CHANGES) $525,000 $130,968 25% Studies - - 0% Regulatory Compliance $457,661 $20,293 4% General Administration $725,665 $77,061 11% CPUC Energy Division Staff $140,000 $11,157 8%

Total Expenses $6,579,058 535,626 8%

Subsidies and Benefits $492,093,638 $32,127,958 7%

Total Program Costs & Discounts $498,672,706 $ 32,663,584 7%

2.1.2. Please provide the CARE program penetration rate to date.

CARE Penetration

Participants Estimated Eligible

Participants Year-to-Date

Penetration Rate

1,190,287 1,332,681 89%

2.2. Outreach 2.2.1. Discuss utility outreach activities and those undertaken

by third parties on the utility’s behalf. The CARE and Family Electric Rate Assistance (FERA) outreach efforts and communications to SCE’s in-language and underpenetrated areas continue to be a priority. SCE’s CARE/FERA programs partner with internal departments such as Local Public Affairs (LPA), Consumer Affairs, Marketing, Corporate Communications, Strategic Engagement, Business Solutions, and the Mobile Energy Unit (MEU). SCE also conducts external outreach efforts with various chambers, foundations, faith-based and community-based organizations in different activities that target SCE’s hard-to-reach

Page 17: STATE OF CALIFORNIA · weatherization that can help customers save energy and money. The ESA Program is available to income-qualified customers living in single-family, multifamily,

12

customer base. Below are some of the internal and external outreach efforts SCE conducts monthly. Internal Outreach SCE’s Customer Contact Center (CCC) continues to utilize various enrollment methods to directly enroll customers in the CARE Program during incoming calls to the center. CARE is offered on all new customer turn-on request and when a customer expresses a need for help with their bill or has expressed financial hardship. CARE representatives will first offer to take the enrollment over the phone or if requested by the customer, be directly transferred to the Information Voice Response (IVR) system. The IVR allows customers who prefer a self-service option to enroll via sce.com. Additionally, if requested, the Customer Service Representative may alternately send a paper Rate Discount Application to the customer. These enrollment options provide customers with choices and maximize their opportunity to enroll in CARE program. During the month of January, SCE enrolled 3,679 eligible customers through CCC outreach efforts including web, phone, and mail-in enrollments. In January, SCE continued to implement its a “Rapid Results” 100-day initiative with the express goals of:

• Reducing program cost by $150,000 in Q.1 2020 • Maintaining CARE enrollments at 85% or better • Increasing FERA enrollments to 12% • Maintaining and/or increasing customer satisfaction scores

During the third month of the initiative, SCE successfully launched its targeted direct mail campaign to 110,000 eligible non-CARE customers, initiated an e-mail campaign to approximately 160,000 customers, and continues to track customer satisfaction scores. Strategic planning and execution of the Rapid Results initiatives will continue through Q.1 2020. Direct Mailers In January, SCE sent more than 110,000 direct mailers and approximately 160,000 targeted emails to non-CARE customers who may be eligible to enroll in the rate-discount program. The letters targeted customers who, based on advanced customer data analytics of existing CARE participants, may have a higher likelihood to be eligible to enroll in CARE. Each targeted mailer includes a letter showing the CARE income qualifications to enroll, a self-addressed, postage-paid return envelope, and a Rate Discount Application that has been pre-filled with the customer’s information to make applying easier. The current campaign’s creative is shown below.

Page 18: STATE OF CALIFORNIA · weatherization that can help customers save energy and money. The ESA Program is available to income-qualified customers living in single-family, multifamily,

13

Sample Direct Mail (English/Spanish):

Page 19: STATE OF CALIFORNIA · weatherization that can help customers save energy and money. The ESA Program is available to income-qualified customers living in single-family, multifamily,

14

Page 20: STATE OF CALIFORNIA · weatherization that can help customers save energy and money. The ESA Program is available to income-qualified customers living in single-family, multifamily,

15

Capitation Fee Program The CARE/FERA Capitation Fee Program team is continuing its efforts to engage existing Capitation agencies while strategically registering additional contractors to overcome enrollment barriers, including language, culture, and special needs, to enroll the hardest-to-reach customers. Because of these efforts, the Capitation Fee Program continues to show enrollments from agencies previously inactive. SCE currently has 63 CARE Capitation Agencies who help income qualified customer gain assistance through the CARE and FERA program. In January, capitation contractors and outbound calling efforts successfully enrolled 97 new customers in the CARE Program. Current and ongoing campaign strategies and efforts include:

• Leveraging events sponsored by communities and cultural celebrations to reach populations that may be eligible to enroll in the CARE Program.

• Partnering with SCE personnel to leverage existing SCE relationships with FBOs, CBOs, and local governments.

• Utilizing existing channels to develop creative approaches for agencies to conduct CARE/FERA outreach, including community-based outreach events and fairs.

2.2.2. Describe the efforts taken to reach and coordinate the

CARE program with other related low-income programs to reach eligible customers.

SCE’s enrolls new CARE customers through the Energy Assistance Fund (EAF) program which is an income-qualified program to help residential households pay their electric bill. EAF is funded through voluntary donations from SCE employees, shareholders and customers. EAF partners with the United Way of Greater Los Angeles and 80 community-based organizations to process EAF assistance request and donations. SCE coordinates CARE enrollment with other income-qualified programs, such as ESA, LIHEAP, and other low income-qualified programs offered through SoCalGas and certain water utilities. ESA participants are automatically enrolled in CARE each month, and LIHEAP participants are automatically enrolled in CARE quarterly. In January, SCE enrolled 3,467 eligible customers in CARE through data sharing with LIHEAP, ESA, SoCalGas, and water utilities. As described in this report, the CARE Program continuously makes efforts to integrate messaging with the ESA Program at outreach events, communications, and marketing campaigns to inform attendees about the ESA and CARE program that are available to qualifying customers.

Page 21: STATE OF CALIFORNIA · weatherization that can help customers save energy and money. The ESA Program is available to income-qualified customers living in single-family, multifamily,

16

2.3. Recertification Complaints SCE received two recertification complaints in January 2020. Customer was removed from CARE program in October 2019 and called CPUC seeking a retroactive credit. SCE investigated and confirmed customer was removed for failure to respond to recertification requests but was currently back on CARE. SCE attempted to contact customer and left a message advising a retroactive credit was unwarranted and provided a direct number if customer had further questions. No contact has been received. File is closed. Customer called with CPUC on the phone indicating they were removed from CARE program even after several attempts to provide recertification documents and was not able to speak to someone on the phone and therefore should be no lapse in time. Although SCE records indicated no documentation was received SCE called customer back to advise account would be retroactively billed. Customer was satisfied.

2.4 Miscellaneous

CPUC Resolution M-4835 and D.19-07-0155 established a permanent set of emergency disaster customer protection measures that the utilities are mandated to implement in the event of a declared emergency. In response to the mandated customer protections, SCE has implemented a CARE post-enrollment (PEV) freeze to low income customers impacted by the California emergencies/events for a period of one year commencing from the date the Governor of California issued an emergency proclamation due to a disaster. Per Resolution M-3835 and D.19-07-015 below is a list of affected counties currently under emergency protections. Date of Proclamation Disaster Name Affected County

7/4/2019 Ridgecrest Earthquake Kern 10/11/2019 Saddleridge, Eagle,

Sandalwood, Reche, and Wolf Fires Los Angeles and Riverside

10/25/2019 Tick Fire Los Angeles 10/27/2019 Easy, 46, Hill and Maria Fires All California

5 Decision Adopting an Emergency Disaster Relief Program for Electric, Natural Gas, Water and Sewer Utility Customers

Page 22: STATE OF CALIFORNIA · weatherization that can help customers save energy and money. The ESA Program is available to income-qualified customers living in single-family, multifamily,

17

Appendix A: Energy Savings Assistance Program and CARE Tables

Program Table Title ESA – Intensified Efforts in Response to the Aliso Canyon Natural Gas Leak Emergency

Table 1 Intensified ESA Activity in the Impacted Area Pursuant to D.16-04-040

ESA Table 1 ESA Program Expenses

ESA Table 1A Expenses Funded From 2009-2016 Unspent ESA Program Funds

ESA Table 2, 2A & 2B Expenses and Energy Savings by Measures Installed

ESA Table 3 Average Bill Savings per Treated Home

ESA Table 4A Homes Treated

ESA Table 4B Homes Unwilling/Unable to Participate

ESA Table 5 Customer Summary

ESA Table 6 Expenditures for Pilots and Studies

ESA Table 7 Measures (Refrigerators and In Home Energy Education)

CARE Table 1 CARE Program Expenses

CARE Table 2 CARE Enrollment, Recertification, Attrition, and Penetration

CARE Table 3A&B CARE Post-Enrollment Verification Results

CARE Table 4 CARE Self-Certification and Re-Certification Applications

CARE Table 5 Enrollment by County

CARE Table 6 Recertification Results

CARE Table 7 Capitation Contractors CARE Table 8 Participants as of Month End CARE Table 9 CHANGES Expenditures CARE Table 10 CHANGES One-On-One Assistance

CARE Table 11 CHANGES Group Assistance Sessions

Page 23: STATE OF CALIFORNIA · weatherization that can help customers save energy and money. The ESA Program is available to income-qualified customers living in single-family, multifamily,

Table 1: Intensified ESA Activity in the Impacted Area Pursuant to D.16-04-040 Page 1 of 3 January 2020

Table 1: Intensified ESA Activity in the Impacted Area Pursuant to D.16-04-040

Reporting Month/Year – January 2020 1. Total Homes Eligible: 1,322,388 2. Total Homes Visited in Aliso Canyon Territory: 290,317

2a. “Go-Back” Homes: 185,027 2b. First Touch Homes: 105,290

3. Percent of treated homes prioritized due to “High Usage”: 1.59% 4. Percent of treated “Multi-Family” units prioritized: 37.26% 5. Percent of homes jointly treated by SCE and SoCalGas: 48.84% 6. Average Per Home Savings for Homes Treated as a result of

suspended program rules: 314.39 kWh /

0.042 kW 7. Number of homes in the pipeline: 2073 8. Installed Measures by SoCalGas 9. Installed Measures by SCE

HE Clothes Washers: N/A CFLs: 416,867 Water Heater Blankets: N/A Fluorescent Torchiere

Lamps: 10,334 Low Flow Showerheads N/A LED A-Lamps: 536,796 Water Heater Pipe Insulation:

N/A LED Torchiere and LED Reflector Lamps: 64,017

Faucet Aerator: N/A Tier 1 and Tier 2 Smart Power Strips: 271,717

Thermostatic Shower Valve: N/A Energy Education 238,392 Air Sealing/Envelope: N/A Refrigerator Replacement: 23,766 Attic Insulation: N/A Room A/C Replacement: 728 Duct Testing & Sealing: N/A Evaporative Cooler

Installation: 14,879 Furnace Clean & Tune: N/A Pool Pump Replacement: 2,960 Central A/C & Heat Pump

Replacement: 302 Therms Saved: N/A kWh Saved: 91,272736 kW Saved: 12,283 Total Expenses: N/A Total Expenses: $174,165,689

10. SCE and SoCalGas are to prioritize near-term electric and natural gas savings respectively.

a. Which measures have been identified as providing the highest near-term savings, and how are they being prioritized?

SCE has identified refrigerator replacements and pool pump replacements as “Go Back” targets due to their large near term, and enduring long term, energy savings. SCE analyzed data from assessed homes that did not previously qualify for replacement of these measures to identify homes most likely to qualify for replacement of these two high impact and cost-effective measures.

Page 24: STATE OF CALIFORNIA · weatherization that can help customers save energy and money. The ESA Program is available to income-qualified customers living in single-family, multifamily,

Table 1: Intensified ESA Activity in the Impacted Area Pursuant to D.16-04-040 Page 2 of 3 January 2020

11. SCE and SoCalGas should target a minimum average energy savings increase of 10

percent in the affected region as compared to pre-emergency savings for the duration of the emergency time period.

a. Please provide your methodology for establishing pre-emergency baselines and comparing average energy savings achieved in the affected regions indicate and whether any automated measurement and verification tools are being utilized or considered.

A pre-emergency baseline was established from the 2015 program year. The 2015 total kWh and kW savings in the affected region was divided by 12 to obtain an average monthly savings number of 704,000 kWh and 97kW. From this baseline, the monthly savings goal in the Aliso Canyon area will be approximately 774,000 kWh and 107 kW. The estimated monthly targets are based on previous metered consumption analysis of an average treated home. SCE may validate the achieved savings using a bill comparison methodology as is consistently used for the ESA program for all IOUs. The pre- and post-treatment comparison of AMI consumption data for treated homes is based on the standard metered data-based measurement and verification protocols for measuring savings for ESA treated homes. The validation of achieved savings may use a combination of automated metered consumption and/or planned impact evaluation depending on the timing of data needs. The needed lag in metered consumption data analysis necessitates use of existing estimates for the required monthly reporting of program accomplishments.

b. Please also discuss your progress in achieving the 10 percent savings increase. Since April 28, 2016, 76,881,005 kWh and 10,310 kW have been saved in the Aliso Canyon area, for an average of 20,078,872 kWh and 273 kW per month, which continues to exceed the 10 percent savings.

12. SCE’s and SoCalGas’ suspension of the “3MM” and “Go-Back” rules should help capture significant savings of at least 4 and 3 percent respectively on average.

a. Please provide your methodology for calculating average kWh saved for homes made eligible through the aforementioned rule-suspensions and indicate whether any automated measurement and verification tools are being utilized or considered.

SCE has determined 501 kWh per month baseline kWh usage of homes in the impacted area by averaging a sample of homes on CARE in Los Angeles, Orange, Riverside, San Bernardino, and Ventura counties, an area which approximates the impacted area. SCE will strive to attain 4% savings over this baseline, while still providing all eligible and feasible measures to qualified homes in the identified impacted area. See response to #11a above regarding automated measurement and verification tools.

Page 25: STATE OF CALIFORNIA · weatherization that can help customers save energy and money. The ESA Program is available to income-qualified customers living in single-family, multifamily,

Table 1: Intensified ESA Activity in the Impacted Area Pursuant to D.16-04-040 Page 3 of 3 January 2020

13. SCE and SoCalGas should provide the treatment of the most energy-intensive single-

and multi-family properties and target high energy using households first.

a. Please explain your strategy and progress identifying and targeting multi-family and high-usage homes.

SCE continues to leverage information determined via the CARE High Usage Verification process to identify and target energy intensive single-family, multi-family and mobile home households in the impacted area. Letters are sent to customers with the name and contact phone number for their local-area ESA program contractor, allowing interested customers to receive program information and a more direct ESA enrollment. Approximately 2% of the homes treated in Aliso Canyon area are CARE high usage customers.

14. SCE and SoCalGas are to leverage program offerings outside of the ESA Program

portfolio that could also achieve energy savings (such as demand response or deployment of solar thermal water heaters).

a. Please discuss your strategy for encouraging customer participation in other demand response programs.

The CSI Thermal program had low participation rates and no longer has funding. SCE has ceased marketing the program. In addition, SCE’s contractor’s Program Representatives continue to review the ESA Program Customer Energy Education and Resource Guide with each program enrollee at time of in-home enrollment. This Energy Education focuses on no-cost actions these low income customers can take to save energy and reduce their bills. Included in this education is instruction on how to sign up for My Account, which provides them with additional time and money savings tools and opportunities to participate in residential energy efficiency rebate programs.

Page 26: STATE OF CALIFORNIA · weatherization that can help customers save energy and money. The ESA Program is available to income-qualified customers living in single-family, multifamily,

123456789

1011121314151617181920212223242526272829

30313233

A B C D E F G H I J K L M

ESA Program: Electric Gas Total Electric Gas Total Electric Gas Total Electric Gas TotalEnergy EfficiencyAppliances 22,713,446$ 22,713,446$ 152,955$ 152,955$ 152,955$ 152,955$ 1% 1%Customer Enrollment 4,713,762$ 4,713,762$ 169,421$ 169,421$ 169,421$ 169,421$ 4% 4%Domestic Hot Water 32,633$ 32,633$ 81$ 81$ 81$ 81$ 0% 0%Enclosure 228,441$ 228,441$ 206$ 206$ 206$ 206$ 0% 0% HVAC 26,134,620$ 26,134,620$ 71,042$ 71,042$ 71,042$ 71,042$ 0% 0%In Home Education 1,530,461$ 1,530,461$ 43,380$ 43,380$ 43,380$ 43,380$ 3% 3%Lighting 531,768$ 531,768$ 135,699$ 135,699$ 135,699$ 135,699$ 26% 26%Miscellaneous 1,755,172$ 1,755,172$ 45,000$ 45,000$ 45,000$ 45,000$ 3% 3% Maintenance 105,346$ 105,346$ -$ 0% 0%Pilot -$ -$ -$ -$ 0% 0%Multi-Family Common Area Measures -$ -$ -$ -$ -$ 0% 0%Energy Efficiency TOTAL 57,745,649$ 57,745,649$ 617,784$ 617,784$ 617,784$ 617,784$ 1% 1%

Training Center 563,710$ 563,710$ 8,019$ 8,019$ 8,019$ 8,019$ 0% 0%Inspections 1,204,880$ 1,204,880$ 109,676$ 109,676$ 109,676$ 109,676$ 9% 9%Marketing and Outreach 950,000$ 950,000$ 14,117$ 14,117$ 14,117$ 14,117$ 1% 1%Statewide Marketing Education and -$ -$ -$ -$ -$ -$ 0% 0%Studies 91,250$ 91,250$ -$ -$ -$ -$ 0% 0%Regulatory Compliance 492,663$ 492,663$ 29,325$ 29,325$ 29,325$ 29,325$ 6% 6%General Administration 3,958,948$ 3,958,948$ 237,949$ 237,949$ 237,949$ 237,949$ 6% 6%CPUC Energy Division 60,000$ 60,000$ 4,782$ 4,782$ 4,782$ 4,782$ 8% 8%

TOTAL PROGRAM COSTS 65,067,100$ 65,067,100$ 1,021,651$ 1,021,651$ 1,021,651$ 1,021,651$ 2% 2%

Indirect Costs $ 95,545 $ 95,545 $ 95,545 $ 95,545 NGAT Costs

Funded Outside of ESA Program Budget

Energy Savings Assistance Program Table 1 - ExpensesSouthern California Edison

Through January 2020Authorized Budget Current Month Expenses Year to Date Expenses % of Budget Spent YTD

Page 27: STATE OF CALIFORNIA · weatherization that can help customers save energy and money. The ESA Program is available to income-qualified customers living in single-family, multifamily,

ESA Program [1]: Electric Gas Total Electric Gas Total Electric Gas Total Electric Gas TotalEnergy EfficiencyMulti-Family Common Area Measures 4,500,000$ 4,500,000$ 76,314$ 76,314$ 76,314$ 76,314$ 2% 2%Leveraging - CSD [2] 1,000,000$ 1,000,000$ -$ -$ 0% 0%Climate Zone 13 Central AC and AC related measures 7,006,783$ 7,006,783$ 305,523$ 305,523$ 305,523$ 305,523$ Additional Authorized Funds for Treated customers [3] 1,790,584$ 1,790,584$ -$ -$ 0% 0%Additional Regulatory Compliance Cost -$ HE Clothes Washer 3,485,509$ 3,485,509$ -$ -$ 0% 0%Powerstrip Tier II 2,400,527$ 2,400,527$ 66,648$ 66,648$ 66,648$ 66,648$ 3% 3%TOTAL PROGRAM BUDGET/EXPENSES 20,183,403$ 20,183,403$ 448,485$ 448,485$ 448,485$ 448,485$ 2% 2%

[1] Reflects the authorized 2019 budget approved in SCE’s Mid-Cycle Update AL 3824-E on January 4, 2019.[2] Financial data for monthly and year-to-date expenses for Additional Regulatory Compliance Costs category are obtained from SAP; financial data for monthly and year-to-date expenses for remaining categories are obtainted from EMAPS.

NOTE: Any required corrections/adjustments are reported herein and supersede results reported in prior months and may reflect YTD adjustments.

Energy Savings Assistance Program Table 1A - Expenses Funded From 2009-2016 "Unspent ESA Program Funds"Southern California Edison

Through January 2020Authorized Budget Current Month Expenses Year to Date Expenses % of Budget Spent YTD

Page 28: STATE OF CALIFORNIA · weatherization that can help customers save energy and money. The ESA Program is available to income-qualified customers living in single-family, multifamily,

Measures Units

Quantity Installed

kWh [4] (Annual)

kW [4] (Annual)

Therms [4] (Annual) Expenses ($) [7] % of

Expenditure Units

Quantity Installed

kWh[4] (Annual)

kW[4] (Annual)

Therms[4] (Annual) Expenses ($) % of

Expenditure Units

Quantity Installed

kWh[4] (Annual)

kW[4] (Annual)

Therms[4] (Annual) Expenses ($) % of

Expenditure Units

Quantity Installed

kWh[4] (Annual)

kW[4] (Annual)

Therms[4] (Annual) Expenses ($) % of

Expenditure

Appliances (K+S) (L+T) (M+U) (N+V) (O+W)High Efficiency Clothes Washer Home - - - -$ 0.0% Home - - - -$ 0.0% Home - - - -$ 0.0% Home - - - -$ 0.0%Refrigerators Each 146 24,138 3 152,115$ 15.4% Each 122 20,334 2 127,606$ 17.2% Each 24 3,804 0 24,509$ 9.9% Each 114 24,138 3 119,192$ 20.9%Freezers Each 3 2,544 0 840$ 0.1% Each 2 1,696 0 560$ 0.1% Each 1 848 0 280$ 0.1% Each - - - -$ 0.0%Domestic Hot WaterOther Hot Water Home 2 159 0 81$ 0.0% Home 2 159 0 81$ 0.0% Home - - - -$ 0.0% Home 1 159 0 34$ 0.0%Tank and Pipe Insulation Home - - - -$ 0.0% Home - - - -$ 0.0% Home - - - -$ 0.0% Home - - - -$ 0.0%Water Heater Repair/Replacement Each - - - -$ 0.0% Each - - - -$ 0.0% Each - - - -$ 0.0% Each - - - -$ 0.0%Thermostatic Shower Valves Combined Each - - - -$ 0.0% Each - - - -$ 0.0% Each - - - -$ 0.0% Each - - - -$ 0.0%Thermostatic Shower Valve Each - - - -$ 0.0% Each - - - -$ 0.0% Each - - - -$ 0.0% Each - - - -$ 0.0%EnclosureAir Sealing / Envelope [1] Home 2 49 0 206$ Home 2 49 0 206$ 0.0% Home - - - -$ 0.0% Home 1 - - 75$ 0.0%Attic Insulation Home - - - -$ Home - - - -$ 0.0% Home - - - -$ 0.0% Home - - - -$ HVACSmart Thermostat Each 39 13,404 - 12,480$ 1.3% Each 26 8,971 - 8,320$ 1.1% Each 13 4,433 - 4,160$ 1.7% Each - - - -$ 0.0%FAU Standing Pilot Conversion Each - - - -$ 0.0% Each - - - -$ 0.0% Each - - - -$ 0.0% Each - - - -$ 0.0%Furnace Repair/Replacement Home - - - -$ 0.0% Home - - - -$ 0.0% Home - - - -$ 0.0% Home - - - -$ 0.0%Room A/C Replacement Home 5 (636) (0) 5,518$ 0.6% Home 5 (636) (0) 5,518$ 0.7% Home - - - -$ 0.0% Home 1 44 0 875$ 0.2%Central A/C Replacement Home 61 64 0 309,165$ 31.2% Home 39 64 0 196,269$ 26.5% Home 22 - - 112,896$ 45.4% Home 1 - - 3,642$ 0.6%Heat Pump Replacement Home - - - -$ 0.0% Home - - - -$ 0.0% Home - - - -$ 0.0% Home - - - -$ 0.0%Evaporative Cooler (Replacement) Each - - - -$ 0.0% Each - - - -$ 0.0% Each - - - -$ 0.0% Each - - - -$ 0.0%Evaporative Cooler (Installation) Home 40 22,278 3 42,361$ 4.3% Home 33 18,351 3 34,940$ 4.7% Home 7 3,927 1 7,421$ 3.0% Home 31 17,229 3 32,891$ 5.8%Duct Testing and Sealing Home 59 - - 7,040$ 0.7% Home 37 - - 4,710$ 0.6% Home 22 - - 2,330$ 0.9% Home 1 - - 230$ 0.0%Efficient Fan Control Home - - - -$ 0.0% Home - - - -$ 0.0% Home - - - -$ 0.0% Home - - - -$ 0.0%MaintenanceFurnace Clean and Tune8 Home Home Home HomeCentral A/C Tune up Home Home Home HomeLighting Compact Fluorescent Lights (CFL) Each 40 677 0 278$ 0.0% Each 16 269 0 110$ 0.0% Each 24 408 0 168$ 0.1% Each 40 677 0 278$ 0.0%Exterior Hard wired CFL fixture Each - - - -$ 0.0% Each - - - -$ 0.0% Each - - - -$ 0.0% Each - - - -$ 0.0%Exterior Hard wired LED fixture Each 1 15 - 96$ 0.0% Each 1 15 - 96$ 0.0% Each - - - -$ 0.0% Each 1 15 - 96$ 0.0%LED A-lamp Each 10,879 421,022 51 99,647$ 10.1% Each 8,348 322,580 39 76,538$ 10.3% Each 2,531 98,442 12 23,109$ 9.3% Each 10,019 385,908 47 91,475$ 16.1%LED Reflector Lamp Each 170 3,637 0 1,418$ 0.1% Each 170 3,637 0 1,418$ 0.2% Each - - - -$ 0.0% Each 166 3,545 0 1,384$ 0.2%LED Torchiere Lamp Each 489 35,141 4 34,262$ 3.5% Each 376 27,022 3 26,331$ 3.6% Each 113 8,120 1 7,931$ 3.2% Each 461 33,055 4 32,283$ 5.7%Torchiere Each - - - -$ 0.0% Each - - - -$ 0.0% Each - - - -$ 0.0% Each - - - -$ 0.0%MiscellaneousPool Pumps Home 8 8,008 2 9,597$ 1.0% Home 8 8,008 2 9,597$ 1.3% Home - - - -$ 0.0% Home 3 3,003 1 3,235$ 0.6%Smart Power Strips - Tier 1 Home 585 24 0 35,403$ 3.6% Home 456 - - 26,143$ 3.5% Home 129 24 0 9,259$ 3.7% Home 524 24 0 31,646$ 5.6%Smart Power Strips - Tier 2 Each 1,050 146,697 30 66,648$ 6.7% Each 871 121,476 25 55,270$ 7.5% Each 179 25,221 5 11,378$ 4.6% Each 1,014 141,448 29 64,347$ 11.3%Pilots

Customer EnrollmentOutreach & Assessment Home 2,509 - - 169,421$ 17.1% Home 1,975 - - 133,517$ 18.0% Home 534 - - 35,904$ 14.4% Home 2,266 - - 149,481$ 26.2%In-Home Education Home 1,760 - - 43,380$ 4.4% Home 1,379 - - 33,955$ 4.6% Home 381 - - 9,425$ 3.8% Home 1,565 - - 38,505$ 6.8%

Total Savings/Expenditures 677,222 95 - 989,954$ 531,995 76 - 741,186$ 145,227 19 - 248,769$ 609,246 87 - 569,669.54$

Total Households Weatherized [2] 2 2 - 1

Households Treated Total (K+S) First Touches Re-treated Homes/Go-Backs Aliso Canyon - Single Family Households Treated Home 1,043 Home 782 Home 261 Home 900 - Multi-family Households Treated Home 760 Home 621 Home 139 Home 750 - Mobile Homes Treated Home 147 Home 117 Home 30 Home 128 Total Number of Households Treated Home 1,950 Home 1,520 Home 430 Home 1,778 # Eligible Households to be Treated for PY [3] Home 113,612 Home 100,661 Home 12,951 Home% of Households Treated % 2% % 2% % 3% % - Master-Meter Households Treated Home 18,338 Home 15,560 Home 2,778 Home 17,406

[8] Saving schedule for the measure are under review and will be inputed year to date once provided

[5] Costs exclude support costs that are included in Table 1; excludes costs for common area measures, refer to ESA Table 2B.[6] Data for Aliso Canyon includes "First Touches and Re-Treatments".

ESA Program (Re-Treated Homes/Go Backs) ESA Program (Aliso Canyon - SCG & SCE) [6]

Energy Savings Assistance Program Table 2Southern California Edison

Year-To-Date Completed & Expensed Installation

Through January 2020

Year-To-Date Completed & Expensed Installation

[7] Expenses for fluorescent lighting reflect installations completed on or before December 31, 2017 and invoiced in 2018.Note: Any required corrections/adjustments are reported herein and supersede results reported in prior months and may reflect YTD adjustments.

ESA Program (Summary)Total ESA Program (First Touch Homes Treated)Year-To-Date Completed & Expensed Installation Year-To-Date Completed & Expensed Installation

[1] Envelope and Air Sealing Measures may include outlet cover plate gaskets, attic access weatherization, weatherstripping - door, caulking and minor home repairs. Minor home repairs predominantly are door jamb repair / replacement, door repair, and window putty.

[2] Weatherization may consist of attic insulation, attic access weatherization, weatherstripping - door, caulking, & minor home repairs

[3] Based on Resolution E-4885 approving SCE’s Authorized CARE and ESA Programs Conforming AL 3585-E and Supplemental AL 3585-E-A filed in compliance with D.16-11-022.

[4] All savings are calculated based on Evergreen Economics “Impact Evaluation of the 2011 CA Low Income Energy Efficiency Program, Final Report.” August 30, 2013

Page 29: STATE OF CALIFORNIA · weatherization that can help customers save energy and money. The ESA Program is available to income-qualified customers living in single-family, multifamily,

Measures Units

Quantity Installed

kWh[3] (Annual)

kW[3] (Annual)

Therms[3] (Annual) Expenses ($) % of

Expenditure

AppliancesAppliances - - - - -$ 0.0%High Efficiency Clothes Washer Each - - - - -$ 0.0%Refrigerators Each - - - - -$ 0.0%Microwaves [4] EachDomestic Hot WaterOther Hot Water Home - - - - -$ 0.0%Tank and Pipe Insulation Home - - - - -$ 0.0%Water Heater Repair/Replacement EachThermostatic Shower Valve EachCombined Showerhead/TSV EachHeat Pump Water Heater EachEnclosureAir Sealing / Envelope [1] Home - - - - -$ 0.0%Attic Insulation Home - - - - -$ 0.0%HVACRoom A/C Replacement Home - - - - -$ 0.0%Central A/C replacement Home - - - - -$ 0.0%Central A/C Replacement Home - - - - -$ 0.0%Central Heat Pump Replacement Home - - - - -$ 0.0%Evaporative Cooler (Installation) Home - - - - -$ 0.0%Energy Efficient Fan Control/Time Delay Home - - - - -$ 0.0%MaintenanceCentral A/C Tune up Home - - - - -$ 0.0%Lighting Interior Hard wired LED fixtures Each - - - - -$ 0.0%Exterior Hard wired LED fixtures Each - - - - -$ 0.0%Torchiere LED Each - - - - -$ 0.0%LED Night Lights EachLED Reflector Bulb EachLED Diffuse A-Lamps Each - - - - -$ 0.0%MiscellaneousPool Pumps Each - - - - -$ 0.0%Smart Power Strips - Tier 1 Each - - - - -$ 0.0%Smart Power Strips - Tier 2 Each - - - - -$ 0.0%Pilots

Customer EnrollmentOutreach & Assessment Home - -$ 0.0%In-Home Education Home - -$ 0.0%

Total Savings/Expenditures - - - -$ 0.0%

Total Households Weatherized [2]CSD MF Tenant Units Treated Total

- -

Energy Savings Assistance Program Table 2ASouthern California Edison

Through January 2020ESA Program - CSD Leveraging

Year-To-Date Completed & Expensed Installation

[1] Envelope and Air Sealing Measures may include outlet cover plate gaskets, attic access weatherization, weatherstripping - door, [2] Weatherization may consist of attic insulation, attic access weatherization, weatherstripping - door, caulking, & minor home repairs.[3] All savings are calculated based on the following sources:

Note: Any required corrections/adjustments are reported herein and supersede results reported in prior months and may reflect YTD

Page 30: STATE OF CALIFORNIA · weatherization that can help customers save energy and money. The ESA Program is available to income-qualified customers living in single-family, multifamily,

ESA CAM Measures1,6

Units (of Measure such as

"each")Quantity Installed kWh (Annual) kW (Annual) Therms (Annual) Expenses ($) % of Expenditure

MF AppliancesMF Freezer Each - - - - -$ 0.0%MF High Efficiency Clothes Washer Home - - - - -$ 0.0%MF Refrigerators EachMF Domestic Hot WaterMF Faucet Aerator Home - - - - -$ 0.0%MF Low Flow Shower Head Home - - - - -$ 0.0%MF Other Hot Water Home 0.0%MF Water Heater Blanket Home 0.0%MF Water Heater Pipe Insulation Home 0.0%MFEnclosureAir Sealing / Envelope [1] Home - - - - -$ 0.0%Attic Insulation Home - - - - -$ 0.0%MF HVACMF Central A/C Replacement Home 1 32 0 - 14,616$ 0.0%MF Duct Test Inspection Each 0.0%MF Duct Testing and Sealing Home 1 1,380$ 0.0%MF Evaporative Cooler (installation) Home 0.0%MF FAU Standing Pilot Conversion Each - - - - -$ 0.0%MF Furnace Repair/Replacement Each 0.0%MF Heat Pump Replacement Home - - - - -$ 0.0%MF Inspection Each 0.0%MF Programmable Thermostate Each - - - - -$ 0.0%MF Room A/C Replacement Home - - - - -$ 0.0%MF Smart Thermostat Each - - - - -$ 0.0%MF Lighting MF Landscape Lighting Each - - - -$ 0.0%MF LED A-Lamp Each 505 115,434 2 4,358$ 0.0%MF LED Exit Sign Each 6 2,162 0 261$ 0.0%MF LED Exterior Fixture Each 149 7,890 - 5,986$ 0.0%MF LED Interior Fixture Each 211 4,825 1 8,385$ 0.0%MF LED PL-Lamps Each 2,698 206,290 2 20,235$ 0.0%MF LED Pool and Spa Lighting Each 15 13,140 - 5,638$ 0.0%MF LED Reflector Lamp Each 37 5,929 0 307$ 0.0%MF LED T-Lamp Each 1,286 - - 10,770$ 0.0%MF LED Torchiere Lamp Each - - - -$ 0.0%MiscellaneousPool Pumps Each - - - - -$ 0.0%Smart Power Strips - Tier 1 Each 3 27 1 - 4,378$ 0.0%Smart Power Strips - Tier 2 Each - - - - -$ 0.0%

Total - 4,912 355,729 7 - 76,314$

Multifamily Properties Treated NumberTotal Number of Multifamily Properties Treated2 13

Subtotal of Master-metered Multifamily Properties Treated 3Total Number of Multifamily Tenant Units w/in Properties Treated3 54

ESA Program - Multifamily Common Area Electric Gas TotalAdministrationDirect Implementation (Non-Incentive)Direct Implementation 76,314$ 76,314$ <<Includes measures costs

TOTAL MF CAM COSTS 76,314$ -$ 76,314$

Standard Notes 1 - 6 (do not delete)

4. Audit costs may be covered by other programs or projects may utilize previous audits. Not all participants will have an audit cost associated with their project.

6. Commissioning costs, as allowable per the Decision, are included in measures total cost unless otherwise noted.

8. Multifamily Common Area statistics are under review and will be inputed as year to date once provided.

2. Multifamily properties are sites with at least five (5) or more dwelling units. The properties may have multiple buildings. 3. Multifamily tenant units are the number of dwelling units located within properties treated. This number does not represent the same number of dwellings treated as captured in table 2A.

Energy Savings Assistance Common Area Measures Program Table 2BSouthern California Edison

Through January 2020

Table 2B ESA Program - Multifamily Common Area Measures5

Year-To-Date Completed & Expensed Installation

5. Applicable to Deed-Restricted, government and non-profit owned multi-family buildings described in D.16-11-022, modified by D.17-12-009, where 65% of tenants are income eligible based (at or below 200% of the

Note: Any required corrections/adjustments are reported herein and supersede results reported in prior months and may reflect YTD adjustments.

Year to Date Expenses

1. Measures are customized by each IOU, see 'Table 2B-1, Eligible Measures List'. Measures list may change based on available information on both costs and benefits and may vary across climate zones. Each IOU

7 All savings are calculated based on the following sources:

Page 31: STATE OF CALIFORNIA · weatherization that can help customers save energy and money. The ESA Program is available to income-qualified customers living in single-family, multifamily,

Common Area Measures Category and Eligible Measures Title [1] Effective Date End Date[2] Eligible Climate Zones [3]

AppliancesPool Pumps 10/1/2018 12/31/2018 AllDomestic Hot Water

Envelope

EnclosureAir Sealing / Envelope [1] 10/1/2018 12/31/2018 AllAttic Insulation 10/1/2018 12/31/2018 AllHVACRoom A/C Replacement 10/1/2018 12/31/2018 10, 13, 14, 15, 16Central A/C replacement 10/1/2018 12/31/2018 13, 14, 15Heat Pump Replacement 10/1/2018 12/31/2018 13, 14, 15Evaporative Cooler (Installation) 10/1/2018 12/31/2018 10, 13, 14, 15, 16MF Smart Thermostat 10/1/2018 12/31/2018 10, 13, 14, 15, 16LightingMF Landscape Lighting 10/1/2018 12/31/2018 AllMF LED A-Lamp 10/1/2018 12/31/2018 AllMF LED Exit Sign 10/1/2018 12/31/2018 AllMF LED Exterior Fixture 10/1/2018 12/31/2018 AllMF LED Interior Fixture 10/1/2018 12/31/2018 AllMF LED PL-Lamps 10/1/2018 12/31/2018 AllMF LED Pool and Spa Lighting 10/1/2018 12/31/2018 AllMF LED Reflector Lamp 10/1/2018 12/31/2018 AllMF LED Torchiere Lamp 10/1/2018 12/31/2018 AllMF LED T5 UL Type A TBA 12/31/2018 AllMF LED T8 UL Type A TBA 12/31/2018 AllMiscellaneousSmart Power Strips - Tier 1 10/1/2018 12/31/2018 AllNew - Smart Power Strips - Tier 2 10/1/2018 12/31/2018 All

Standard Notes (do not delete)

2. Only complete if measure is canceled or discontinued 3. Defined as CEC California Building Climate Zones https://www.energy.ca.gov/maps/renewable/building_climate_zones.html

1. Measures list may change based on available information on both costs and benefits (including energy benefits as well as non-energy benefits) and may vary across climate zones. This is not a list of installed measures, it is a list of eligible measures. Table 2B-1 Column A should match Table 2B Column A for eligible (not canceled) measures.

Energy Savings Assistance CAM Program Table 2B-1, Eligible Common Area Measures ListSouthern California Edison

Through January 2020

Page 32: STATE OF CALIFORNIA · weatherization that can help customers save energy and money. The ESA Program is available to income-qualified customers living in single-family, multifamily,

1234567891011121314151617181920212223242526272829303132333435363738

A B

Annual kWh Savings 677,222 Annual Therm SavingsLifecycle kWh Savings - Lifecycle Therm SavingsCurrent kWh Rate 0.130Current Therm RateNumber of Treated Households 1,950Average 1st Year Bill Savings / Treated households $45.15Average Lifecycle Bill Savings / Treated Household $0.02

Annual kWh Savings - Annual Therm Savings - Lifecycle kWh Savings - Lifecycle Therm Savings - Current kWh Rate -$ Current Therm Rate -$ Average 1st Year Bill Savings / Treated Households -$ Average Lifecycle Bill Savings / Treated Household -$

Annual kWh Savings 677,222 Annual Therm SavingsLifecycle kWh Savings - Lifecycle Therm SavingsCurrent kWh Rate 0.13$ Current Therm RateAverage 1st Year Bill Savings / Treated Households 45.15$ Average Lifecycle Bill Savings / Treated Households 0.02$

Table 3A-1, ESA Program

[1] Summary is the sum of ESA Program + CSD Leveraging

Table 3A-3, Summary - ESA Program/CSD Leveraging

Energy Savings Assistance Program Tables 3A-C - Energy Savings and Average Bill Savings per Treated Home/Common Area

Through January 2020Southern California Edison

Table 3A-2, ESA Program - CSD Leveraging

Page 33: STATE OF CALIFORNIA · weatherization that can help customers save energy and money. The ESA Program is available to income-qualified customers living in single-family, multifamily,

1234567891011121314151617181920212223242526272829303132333435363738394041

42

434445464748495051525354555657

A B C D E F G

County Rural [1] Urban Total Rural Urban TotalFRESNO - 520 520 0 0 0IMPERIAL 188 - 188 0 0 0INYO 1,271 5 1,276 0 0 0KERN 17,281 13,069 30,350 5 0 5KINGS 8,357 - 8,357 12 0 12LOS ANGELES 3,064 541,092 544,156 22 951 973MADERA - 3 3 0 0 0MONO 1,568 0 1,568 0 0 0ORANGE 0 201,377 201,377 0 203 203RIVERSIDE 93,008 97,623 190,631 32 197 229SAN BERNARDINO 36,377 189,139 225,516 42 377 419SANDIEGO 1 - 1 0 0 0SANTA BARBARA - 18,004 18,004 0 1 1TULARE 45,643 13,443 59,086 74 19 93TUOLUMNE - - 0 0 0 0VENTURA 2,581 63,378 65,959 0 15 15Total 209,340 1,137,652 1,346,992 187 1,763 1,950

County Rural Urban Total 0 0Total 0 0 0

County Rural Urban TotalFRESNO 0 0 0IMPERIAL 0 0 0INYO 0 0 0KERN 0 0 0

KINGS 0 0 0

LOS ANGELES 0 1 1MADERA 0 0 0MONO 0 0 0ORANGE 0 0 0RIVERSIDE 0 10 10SAN BERNARDINO 0 2 2SANDIEGO 0 0 0SANTA BARBARA 0 0 0TULARE 0 0 0TUOLUMNE 0 0 0VENTURA 0 0 0Total 0 0 0 0 13 13

Energy Savings Assistance Program Table 4 - Homes/Buildings TreatedSouthern California Edison

Through January 2020

Eligible Households Households Treated YTDTable 4A-1, ESA Program

Table 4B, ESA Program - CSD Leveraging

[1] For IOU low income-related and Energy Efficiency reporting and analysis, the Goldsmith definition is applied. Note: Any required corrections/adjustments are reported herein and supersede results reported in prior months

Households Treated YTD

Properties Treated YTDTable 4C, ESA Program - Multifamily Common Area

Page 34: STATE OF CALIFORNIA · weatherization that can help customers save energy and money. The ESA Program is available to income-qualified customers living in single-family, multifamily,

County

Customer Unwilling/Decline

d Program Measures

Customer Unavailable -Scheduling Conflicts

Hazardous Environment

(unsafe/unclean)

Landlord Refused to Authorize

Participation

Household Exceeds

Allowable Limits

Unable to Provide

Required Documentation

Other Infeasible/ Ineligible

Fresno 0 0 0 0 0 0 0Imperial 0 0 0 0 0 0 0Inyo 0 0 0 0 1 1 1Kern 0 2 0 5 2 7 246Kings 0 0 0 0 1 0 86Los Angeles 1 3 0 69 23 539 2,279Madera 0 0 0 0 0 0 0Mono 0 0 0 0 0 0 0Orange 4 2 0 9 5 164 493Riverside 7 11 0 13 18 34 900San Bernardino 25 34 0 18 20 53 1,333San Diego 0 0 0 0 0 0 0Santa Barbara 0 0 0 0 1 0 0Tulare 1 1 0 26 4 2 261Tuolumne 0 0 0 0 0 0 0Ventura 0 0 1 1 2 6 40

Total 38 53 1 141 77 806 5,639

Note: Any required corrections/adjustments are reported herein and supersede results reported in prior months and may reflect YTD adjustments.

Reason Provided

Energy Savings Assistance Program Table 4A-2, Homes Unwilling / Unable to ParticipateSouthern California Edison

Through January 2020

ESA Program

Page 35: STATE OF CALIFORNIA · weatherization that can help customers save energy and money. The ESA Program is available to income-qualified customers living in single-family, multifamily,

12345

6

7891011121314151617181920212223242526272829

303132333435363738394041424344454647484950

515253545556575859606162636465666768

A B C D E F G H I J K L M N O P Q

Therm kWh kW Therm kWh kW Therm kWh kW# of First-

Tourch# of Re-

treatment ThermJanuary - - - - 1,950 677,222 95 1,950 1,520 430 FebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecemberYTD - - - - - - - - 1,950 677,222 95 1,950 1,520 430

Therm kWh kW Therm kWh kW Therm kWh kW Therm kWh kWJanuaryFebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecemberYTD - - - - - - - -

Therm kWh kW Therm kWh kW Therm kWh kW Therm kWh kWJanuary 13 383,578 7 13 383,578 7 February - - - - - March - - - - - April - - - - - May - - - - - June - - - - - July - - - - - AugustSeptemberOctoberNovemberDecemberYTD - - - - - - - - 13 - 383,578 7 13 - 383,578 7

Table 5C, ESA Program - Multifamily Common Area

# of Properties Treated by

Month

(Annual) # of Properties Treated by

Month

Energy Savings Assistance Program Table 5 - Energy Savings Assistance Program Customer SummarySouthern California Edison

Through January 2020Table 5A, ESA Program

(Household Count)

Note: Any required corrections/adjustments are reported herein and supersede results reported in prior months and may reflect YTD adjustments.

Month

# of Household Treated by

Month

# of Household Treated by

Month

(Annual) (Annual)(Annual)# of

Household Treated by

Month

Gas & Electric Electric OnlyGas Only

(Annual)

Total

# of Household Treated by

Month

# of Household Treated by

Month

# of Household Treated by

Month

# of Household Treated by

Month

# of Household Treated by

Month

YTD Total Energy Impacts for all fuel types should equal YTD energy impacts that are reported every month Table 2.

Gas & Electric Gas Only Electric Only Total

Note: Any required corrections/adjustments are reported herein and supersede results reported in prior months and may reflect YTD adjustments.

Table 5B, ESA Program - CSD Leveraging

# of Properties Treated by

Month

Note: Any required corrections/adjustments are reported herein and supersede results reported in prior months and may reflect YTD adjustments.YTD Total Energy Impacts for all fuel types should equal YTD energy impacts that are reported every month Table 2B.

(Annual) (Annual) (Annual) (Annual)

Month

YTD Total Energy Impacts for all fuel types should equal YTD energy impacts that are reported every month Table 2A.

Month

Gas & Electric Gas Only Electric Only Total# of

Properties Treated by

Month

(Annual) (Annual)

Page 36: STATE OF CALIFORNIA · weatherization that can help customers save energy and money. The ESA Program is available to income-qualified customers living in single-family, multifamily,

1234

56789101112

13

14151617181920212223242526

A B C D E F G H I J K L M

Electric Gas Total Electric Gas Total Electric Gas Total Electric Gas TotalPilotsPCT TOU #DIV/0! #DIV/0!

Total Pilots $0 $0 $0 $0 $0 $0 $0 $0 $0 0% 0%

StudiesRapid Feedback Research and Analysis2019 Low Income Needs Assessment Study1 #DIV/0! #DIV/0!2019 ESA 'Load Impact Evaluation Study2 #DIV/0! #DIV/0!2017 Potential and Goals Study #DIV/0! #DIV/0!2019 Non-Energy Benefits (NEBs) Study3 #DIV/0! #DIV/0!

Total Studies $0 $0 $0 $0 $0 $0 $0 $0 $0 #DIV/0! #DIV/0!

Footnotes:Note: Any required corrections/adjustments are reported herein and supersede results reported in prior months and may reflect YTD adjustments.

Energy Savings Assistance Program Table 6 - Expenditures for Pilots and Studies

Through January 2020Southern California Edison

Authorized 2019 Funding Current Month Expenses Expenses Since January 1, 2018 % of Budget Expensed

Page 37: STATE OF CALIFORNIA · weatherization that can help customers save energy and money. The ESA Program is available to income-qualified customers living in single-family, multifamily,

Measures Units Received Refrigerator

Not eligible for Refrigerator due to Less than Six Occupants

Second Refrigerators Each 309

Measures UnitsHouseholds that Only Received Energy Education

In-Home Education Home 347

Opt-Out Already Enrolled Opt-In

12,995 338 30

Energy Savings Assistance Program Table 7 (Second Refrigerators, In-Home Education, MyEnergy/My Account Platform)

Southern California EdisonThrough January 2020

7A - Households Receiving Second Refrigerators

7B - Households Receiving In- Home Energy Education Only

7C - Households for My Energy/My Account Platform

Page 38: STATE OF CALIFORNIA · weatherization that can help customers save energy and money. The ESA Program is available to income-qualified customers living in single-family, multifamily,

123456789

10111213141516171819

2021222324252627282930313233343536

A B C D E F G H I J K L M

CARE Program: Electric Gas Total Electric Gas Total Electric Gas Total Electric Gas TotalOutreach 2,684,843$ 2,684,843$ 200,429$ 200,429$ 200,429$ 200,429$ 7% 7%Processing / Certification Re-certification 800,000$ 800,000$ 42,031$ 42,031$ 42,031$ 42,031$ 5% 5%Post Enrollment Verification 600,000$ 600,000$ 52,681$ 52,681$ 52,681$ 52,681$ 9% 9%IT Programming 600,000$ 600,000$ 1,005$ 1,005$ 1,005$ 1,005$ 0% 0%Cooling Centers 45,899$ 45,899$ 0$ 0$ 0$ 0$ 0% 0%Pilots/CHANGES Program 525,000$ 525,000$ 130,968$ 130,968$ 130,968$ 130,968$ 25% 25%Studies -$ -$ -$ -$ -$ -$ 0% 0%Regulatory Compliance 457,661$ 457,661$ 20,293$ 20,293$ 20,293$ 20,293$ 4% 4%General Administration 725,665$ 725,665$ 77,061$ 77,061$ 77,061$ 77,061$ 11% 11%CPUC Energy Division 140,000$ 140,000$ 11,157$ 11,157$ 11,157$ 11,157$ 8% 8%SUBTOTAL MANAGEMENT COSTS 6,579,068$ 6,579,068$ 535,626$ 535,626$ 535,626$ 535,626$ 8% 8%

CARE Rate Discount 492,093,638$ 492,093,638$ 32,127,958$ 32,127,958$ 32,127,958$ 32,127,958$ 7% 7%

TOTAL PROGRAM COSTS & CUSTOMER DISCOUNTS 498,672,706$ 498,672,706$ 32,663,584$ 32,663,584$ 32,663,584$ 32,663,584$ 7% 7%

Other CARE Rate Benefits - DWR Bond Charge Exemption $ 2,243,951 2,243,951$ $ 2,243,951 2,243,951$ - CARE Surcharge Exemption $ 1,915,096 1,915,096$ $ 1,915,096 1,915,096$ - California Solar Initiative Exemption $ - -$ $ - -$ - kWh Surcharge Exemption $ - -$ $ - -$ - Vehicle Grid Integration Exemption -$ $ - -$ Total Other CARE Rate Benefits 4,159,047$ 4,159,047$ 4,159,047$ 4,159,047$

Indirect Costs 96,237$ 96,237$ 96,237$ 96,237$

[1] Decision 15-12-047 transitioned from CHANGES pilot to CHANGES program and funding for the effort is captured herein.[2] Reflects the Annual Eligibility Estimates prepared by Athens Research on behalf of the utilities. This efforts was formerly referenced in Measurement and Evaluation.

[4] Monthly and year-to-date expenses data was obtained from SAP database. Subtotal Management Costs for 2017 include Cooling Centers total costs.[3] Reflects the authorized funding per year in D.16-11-022 and updated via Resolution [E-4885] addressing Conforming AL [3585-E] and Supplemental Conforming AL [3585-E-A].

[5] Total costs settled to prior cycle CARE accounting are not addressed in CARE Table 1.

CARE Table 1 - CARE Program ExpensesSouthern California Edison

Through January 20202020 Authorized Budget Current Month Expenses Year to Date Expenses % of Budget Spent YTD

Page 39: STATE OF CALIFORNIA · weatherization that can help customers save energy and money. The ESA Program is available to income-qualified customers living in single-family, multifamily,

12345

6789

1011121314151617181920

21

22

232425

2627

A B C D E F G H I J K L M N O P Q R S T U V W X Y

Inter-Utility1

Intra-Utility2 Leveraging3 Combined

(B+C+D) Online Paper Phone Capitation Combined (F+G+H+I)

January 3,223 243 0 3,466 6,777 8,398 4,448 97 19,720 23,186 14,064 13,674 0 27,738 9,922 92 628 7,403 18,045 50,924 5,141 1,190,287 1,332,681 89.3%FebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecember

YTD Total 3,223 243 0 3,466 6,777 8,398 4,448 97 19,720 23,186 14,064 13,674 0 27,738 9,922 92 628 7,403 18,045 50,924 5,141 1,190,287 1,332,681 89.3%

1 Enrollments via data sharing between the IOUs.2 Enrollments via data sharing between departments and/or programs within the utility.3 Enrollments via data sharing with programs outside the IOU that serve low-income customers.[4] Recertification results are tied to the month initiated. Therefore, recertification results may be pending due to the time permitted for a participant to respond.

[6] No response includes no response to both Recertification and Verification.

Note: Any required corrections/adjustments are reported herein and supersede results reported in prior months and may reflect YTD adjustments.

Net Adjusted

(K-T)

Total CARE

ParticipantsAutomatic

Recertification

Total Recertification

(L+M+N)

Automatic Enrollment Total New Enrollment

(E+J)

TotalAttrition

(P+Q+R+S)

Self-Certification (Income or Categorical) PenetrationRate %(W/X)

2020

Enrollment

Gross(K+O)Scheduled

Non-Scheduled

(Duplicates)

Through January 2020

CARE Table 2 - Enrollment, Recertification, Attrition, & Penetration5

Southern California Edison

Estimated CARE

Eligible5

Attrition (Drop Offs)New Enrollment

No Response4

Failed PEV

Failed Recertification Other

Page 40: STATE OF CALIFORNIA · weatherization that can help customers save energy and money. The ESA Program is available to income-qualified customers living in single-family, multifamily,

123

456789

101112131415161718192021222324252627

2829303132333435363738394041424344

45

46

47

48

A B C D E F G H I

MonthTotal CARE Households

Enrolled

Households Requested to

Verify1

% of CARE Enrolled

Requested to Verify Total

CARE Households De-enrolled (Due to no response)

CARE Households De-enrolled (Verified as Ineligible)2

Total Households De-enrolled3

% De-enrolled through Post Enrollment

Verification4

% of Total CARE

Households De-enrolled

January 1,190,287 7,319 0.6% 10 0 10 0.1% 0.0%FebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecember

YTD Total 1,190,287 7,319 0.6% 10 0 10 0.1% 0.0%

Note: Any required corrections/adjustments are reported herein and supersede results reported in prior months and may reflect YTD adjustme

MonthTotal CARE Households

Enrolled

Households Requested to

Verify1

% of CARE Enrolled

Requested to Verify Total

CARE Households De-enrolled (Due to no response)

CARE Households De-enrolled (Verified as Ineligible)2

Total Households De-enrolled3

% De-enrolled through Post Enrollment

Verification4

% of Total CARE

Households De-enrolled

January 1,190,287 1,242 0.1% 0 0 0 0.0% 0.0%FebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecember

YTD Total 1,190,287 1,242 0.1% 0 0 0 0.0% 0.0%

Note: Any required corrections/adjustments are reported herein and supersede results reported in prior months and may reflect YTD adjustments.

3 Medium (400%) and high usage (600%) customers are dropped at 60 days (2 or 3 bill cycles) for non-response to HUV (high usage income verification request). Additionally, 600% + users that have not reduced usage within the 60 day window (2 or 3 bill cycles) are removed from the program. Results may be pending due to the time permitted for a participant to respond.

2 Includes customers verified as over income, who requested to be de-enrolled, did not reduce usage, or did not agree to be weatherized.

CARE Table 3B Post-Enrollment Verification Results (Electric only High Usage)

2 Includes customers verified as over income or who requested to be de-enrolled.

4 Percentage of customers dropped compared to the total participants requested to provide verification in that month.

Southern California Edison

1 Includes all participants who were selected for high usage verification process.

CARE Table 3A - Post-Enrollment Verification Results (Model)

Southern California EdisonThrough January 2020

4 Percentage of customers dropped compared to the total participants requested to provide verification in that month.

3 Verification results are tied to the month initiated and the verification process allows customers 90 days to respond to the verification

1 Includes all customers who failed SDG&E's CARE eligibility probability model.

Through January 2020

Page 41: STATE OF CALIFORNIA · weatherization that can help customers save energy and money. The ESA Program is available to income-qualified customers living in single-family, multifamily,

123

4567

8

9

A B C D E F G

Provided Received Approved Denied Pending/Never Completed Duplicates

Total (Y-T-D) 99,326 73,231 39,421 8,094 20,336 25,716Percentage N/A 100% 54% 11% N/A 35%

1 Includes sub-metered customers.

CARE Table 4 - CARE Self-Certification and Self-Recertification Applications1

Southern California Edison

[2] Includes number of applications SCE provided for all direct mailing campaigns, customer calls made to the call center, and other outreach methods. Because there are other means by which customers obtain applications which are not

Through January 2020

Page 42: STATE OF CALIFORNIA · weatherization that can help customers save energy and money. The ESA Program is available to income-qualified customers living in single-family, multifamily,

123

45678910111213141516171819202122

23

24

A B C D E F G H I J

Urban Rural Total Urban Rural Total Urban Rural TotalFresno 502 0 502 39 0 39 8% 0% 8%Imperial 0 209 209 20 48 68 0% 23% 33%Inyo 13 1,431 1,444 28 969 997 218% 68% 69%Kern 14,008 16,959 30,967 9,276 13,719 22,995 66% 81% 74%Kings 2 7,416 7,418 138 8,961 9,099 6140% 121% 123%Los Angeles 531,276 3,382 534,658 493,854 1,605 495,459 93% 47% 93%Madera 2 0 2 0 0 0 0% 0% 0%Mono 0 1,882 1,882 6 738 744 0% 39% 40%Orange 202,107 5 202,112 150,809 0 150,809 75% 0% 75%Riverside 97,080 89,414 186,494 82,335 86,941 169,276 85% 97% 91%San Bernardino 186,496 39,912 226,408 185,676 37,075 222,751 100% 93% 98%San Diego 0 0 0 0 0 0 0% 0% 0%Santa Barbara 17,643 0 17,643 9,105 0 9,105 52% 0% 52%Tulare 13,861 44,239 58,100 12,627 43,524 56,151 91% 98% 97%Ventura 62,170 2,672 64,842 51,139 1,655 52,794 82% 62% 81%Total 1,125,160 207,520 1,332,681 995,052 195,235 1,190,287 88% 94% 89%

CARE Table 5 - Enrollment by CountySouthern California Edison

Note: Any required corrections/adjustments are reported herein and supersede results reported in prior months and may reflect YTD adjustments.

CountyEstimated Eligible

Households Total Households Enrolled Penetration Rate

Through January 2020

* Estimated eligible households is updated using Athens Research dataset provided in January 2020.

Page 43: STATE OF CALIFORNIA · weatherization that can help customers save energy and money. The ESA Program is available to income-qualified customers living in single-family, multifamily,

123

45678910111213141516171819

202122

23

A B C D E F G H

Month Total CARE Households

Households Requested to

Recertify1

% of Households Total (C/B)

Households Recertified2

Households De-enrolled3

Recertification Rate % 4 (E/C)

% of Total Households De-

enrolled (F/B)

January 1,190,287 23,067 1.9% 2,650 206 11.5% 0.0%FebruaryMarchAprilMayJuneJulyAugustSeptemberOctoberNovemberDecember

YTD 1,190,287 23,067 1.9% 2,650 206 11.5% 0.0%

Note: Any required corrections/adjustments are reported herein and supersede results reported in prior months and may reflect YTD adjustments.

4 Percentage of customers recertified compared to the total participants requested to recertify in that month.

CARE Table 6 - Recertification ResultsSouthern California Edison

1 Excludes count of customers recertified through the probability model.2 Recertification results are tied to the month initiated and the recertification process allows customers 90 days to respond to the recertification request. Results may be pending due to the time permitted for a participant to respond. 3 Includes customers who did not respond or who requested to be de-enrolled.

Through January 2020

Page 44: STATE OF CALIFORNIA · weatherization that can help customers save energy and money. The ESA Program is available to income-qualified customers living in single-family, multifamily,

12345

6789101112131415161718192021222324

2526272829303132333435363738394041424344454647484950515253545556575859606162636465666768697071

72

73

A B C D E F G

Private CBO WMDVBE LIHEAP Current Month Year-to-Date

2-1-1 ORANGE COUNTY x - - ALPHA ENTERPRISES x - - APAC SERVICE CENTER x - - ARMENIAN RELIEF SOCIETY x - - ASIAN AMERICAN DRUG ABUSE PROG x - - ASIAN AMERICAN RESOURCE CENTER x x 1 1 ASIAN YOUTH CENTER x - - BEST PARTNERS x 88 88 DELHI CENTER x - - BETHEL BAPTIST CHURCH x - - BISHOP PAIUTE TRIBE x - - C.O.R. COMM DEVELOPMENT CORP x - - CAREGIVERS VOLUNTEERS ELDERLY x - - CHINESE CHRISTIAN HERALD CRUS. x - - CHINO NEIGHBORHOOD HOUSE x - - CITIHOUSING REAL ESTATE SERVIC x - - CITY IMPACT x - - CITY OF BEAUMONT SENIOR CENTER x x - - COMMUNITY HEALTH INITIATIVE of OC (AKA: Volunteer Center of Greater Orange County dba OneOC ) x - -

CORONA NORCO FAMILY YMCA x - - DESERT ARC x - - DESERT MANNA MINISTRIES INC x - - DISABLED RESOURCES CTR, INC x x - - EL CONCILIO DEL CONDADO DE x x - - FAMILY SVC ASSOC OF REDLANDS x - - FOOD SHARE x - - GO THE CALENDAR x - - HELP OF OJAI, INC. x - - HOUSING AUTHORITY OF KINGS CO x x - - KERNVILLE UNION SCHOOL DISTRIC x - - KINGS COMMUNTITY ACTION ORG x - - KINGS CTY COMMISSION ON AGING x - - LA COUNTY HOUSING AUTHORITY x - - LEAGUE OF CALIF HOMEOWNERS x - - LIFT TO RISE x 6 6 LTSC COMM. DEVEL. CORP x - - MENIFEE VALLEY CHAMBER x - - MEXICAN AMERICAN OPPORTUNITY x x - - MTN COMM FAM RESOURCE CNTR x - - NEW GREATER CIR. MISSION, INC x - - NEW HOPE VILLAGE, INC x - - NEW HORIZONS CAREGIVERS GROUP x - - OCCC x 1 1 OPERATION GRACE x - - OUR COMMUNITY WORKS x 1 1 PACIFIC ISLANDER HLTH (PIHP) x - - PACIFIC PRIDE FOUNDATION x - - RIVERSIDE DEPT COMM ACTION x x x - - SALVATION ARMY SANTA FE SPGS x - - SALVATION ARMY VISALIA CORPS x - - SANTA ANITA FAMILY SERVICE x - - SENIOR ADVOCATES OF THE DESERT x - - SHARE OUR SELVES x - - SMILES FOR SENIORS FOUND. x - - SOUTHEAST CITIES SERVICE CTR. x - - SOUTHEAST COMMUNITY DEVELOPMEN x - - ST VINCENT DE PAUL x - - THE CAMBODIAN FAMILY x - - UNITED CAMBODIAN COMMUNITY INC x - - VICTOR VALLEY COMM SVC COUNCIL x - - VIETNAMESE COMMUNITY OF OC INC x - - VOLUTNEERS OF EAST LOS ANGELES x x - - XFINITI SOLUTIONS, LLC x - - Total Enrollments 97 97

[2] Numbers reflect customers that have been placed on the rate YTD. Capitation payments may lag by a month or more depending on when SCE is invoiced by the contractors.

[1] All capitation contractors with current contracts are listed regardless of whether they have signed up customers or submitted invoices this year.

CARE Table 7 - Capitation Contractors1

Southern California Edison

Contractor

Contractor Type Total Enrollments(Check one or more if applicable)

Through January 2020

Page 45: STATE OF CALIFORNIA · weatherization that can help customers save energy and money. The ESA Program is available to income-qualified customers living in single-family, multifamily,

123

4567891011121314151617181920

21

A B C D E F G H I

MonthGas and

ElectricGas Only Electric Only Total

Eligible Households1 Penetration % Change

Total Residential Accounts

January N/A N/A 1,190,287 1,190,287 1,337,092 89.0% 0.0% 4,462,241February N/A N/AMarch N/A N/AApril N/A N/AMay N/A N/AJune N/A N/AJuly N/A N/AAugust N/A N/ASeptember N/A N/AOctober N/A N/ANovember N/A N/ADecember N/A N/A

YTD 1,190,287 1,190,287 1,332,681 89.3% 0.0% 4,462,241

CARE Table 8 - Households as of Month-EndSouthern California Edison

[1] Data represents total residential electric and gas households. This includes submetered households.

Through January 2020

Note: Any required corrections/adjustments are reported herein and supersede results reported in prior months and may reflect YTD adjustments.

Page 46: STATE OF CALIFORNIA · weatherization that can help customers save energy and money. The ESA Program is available to income-qualified customers living in single-family, multifamily,

1234567891011

12

A B C D E

Authorized 2019 Budget Current Month Expenses Expenses Since Jan. 1, 2019 % of 2019 Budget ExpensedTotal Total Total Total

PilotsCHANGES Program 525,000$ 130,968$ 130,968$ 25%Total 525,000$ 130,968$ 130,968$ 25%

CARE Program Table 9 - Expenditures for Pilots/CHANGES Program [1]Southern California Edison

Note: Any required corrections/adjustments are reported herein and supersede results reported in prior months and may reflect YTD adjustments.

2020

Through January 2020

[1] Decision 15-12-047 transitioned from CHANGES pilot to CHANGES program and funding for the effort is captured herein.

Page 47: STATE OF CALIFORNIA · weatherization that can help customers save energy and money. The ESA Program is available to income-qualified customers living in single-family, multifamily,

1 = Yes0 = No

Reason 800 # Not Used

1 = Yes0 = No

Reason 800 # Not Used

2018-05-02 Chinese/Cantonese

Energy Assistance Fund ApplicationEducated on Energy Efficiency/ ConservationEducated on Energy Assistance Programs

Not applicable 1Recertification and Verification Processing

0 0 1 1 0 Not Applicable 1 0 Not Applicable

2018-05-23 VietnameseHEAP/LiHeap Application AssistanceEducated on Energy Assistance Programs Not applicable 1 Data Sharing 0 0 0 0 0 Meeting with client. 0 0 Not Applicable

2018-05-22 Korean HEAP/LiHeap Application Assistance Not applicable 1 Data Sharing 0 0 0 0 0 Meeting with client. 0 0 Not Applicable

2018-05-23 Korean HEAP/LiHeap Application Assistance Not applicable 1Recertification and Verification Processing

0 0 0 1 0 Meeting with client. 0 1 Not Applicable

2018-05-23 SpanishHEAP/LiHeap Application AssistanceSet Up/Change Payment Plan Not applicable 1 Internet Enrollments 0 0 0 0 0 Meeting with client. 0 0 Not Applicable

2018-05-16 Chinese/Cantonese

Energy Assistance Fund ApplicationEducated on Energy Efficiency/ Conservation Not applicable 1 VRU Enrollments 0 0 0 0 0 Meeting with client. 0 0 Not Applicable

2018-05-11 SpanishMedical Baseline Application Assistance Educated on Medical Baseline Not applicable 1 Internet Enrollments 0 0 0 0 0 Meeting with client. 0 0 Not Applicable

2018-05-03 SpanishEducated on CARE/FERAChanges to Account Not applicable 1 Capitation Agency 0 0 0 0 0 Meeting with client. 1 1 Not Applicable

2018-05-15 Vietnamese

HEAP/LiHeap Application AssistanceBill EducationEducated on Energy Assistance Programs Not applicable 1 Capitation Agency 0 0 0 0 0 Meeting with client. 0 0 Not Applicable

2018-05-02 SpanishEducated on CARE/FERAChanges to Account Not applicable 1 Capitation Agency 0 0 0 1 0 Meeting with client. 0 0 Not Applicable

2018-05-07 Vietnamese

HEAP/LiHeap Application AssistanceBill EducationEducated on Energy Assistance Programs Not applicable 1 Special Projects 0 0 0 0 0 Meeting with client. 0 0 Not Applicable

2018-05-22 Vietnamese

HEAP/LiHeap Application AssistanceBill EducationEducated on Energy Assistance Programs Not applicable 1 Capitation Agency 0 0 0 0 0 Meeting with client. 0 0 Not Applicable

2018-05-04 Spanish ESAP Application Assistance Not applicable 1Internet Enrollments

0 0 0 0 0 Meeting with client. 0 0 Not Applicable

2018-05-03 English Set Up/Change Payment Plan Not applicable 1 Capitation Agency 0 0 0 0 0 Meeting with client. 0 0 Not Applicable

2018-05-18 Chinese/Cantonese

HEAP/LiHeap Application AssistanceEducated on Energy Efficiency/ Conservation Not applicable 1 Call Center 0 0 0 1 0 Meeting with client. 0 0 Not Applicable

2018-05-10 Samoan Set Up/Change Payment Plan Not applicable 0 Not Applicable 0 0 0 1 1 Not Applicable 0 0 Not Applicable

2018-05-08 English Set Up/Change Payment Extension Not applicable 0 Not Applicable 0 0 0 1 1 Not Applicable 0 0 Not Applicable

2018-05-14 Vietnamese HEAP/LiHeap Application Assistance Not applicable 1 Capitation Agency 0 0 0 0 0 Meeting with client. 0 0 Not Applicable

2018-05-22 English

Energy Assistance Fund ApplicationEducated on Energy Efficiency/ Conservation Not applicable 1 Capitation Agency 0 0 0 1 0 Meeting with client. 1 0 Not Applicable

1/0/1900 0 Not applicable 1 Call Center 0 0 0 0 0 Meeting with client. 0 0 Not Applicable

2018-05-14 SpanishSet Up/Change Payment ExtensionSet Up/Change Payment Plan Not applicable 1 Call Center 0 0 0 0 0 Meeting with client. 0 0 Not Applicable

2018-05-16 Spanish Changes to Account Not applicable 1 Call Center 0 0 0 1 1 Not Applicable 0 0 Not Applicable

2018-05-30 Spanish Set Up/Change Payment Extension Not applicable 1 Capitation Agency 0 0 0 0 1 Not Applicable 0 0 Not Applicable

2018-05-02 Chinese/Cantonese

HEAP/LiHeap Application AssistanceEducated on Energy Efficiency/ Conservation Not applicable 1 Call Center 0 0 0 1 0 Meeting with client. 1 0 Not Applicable

2018-05-14 Korean HEAP/LiHeap Application Assistance Not applicable 0 Not Applicable 0 0 0 1 0 Meeting with client. 0 0 Not Applicable

1/0/1900 0 Not applicable 1 Special Projects 0 0 0 0 0 Meeting with client. 0 0 Not Applicable

2018-05-22 Korean HEAP/LiHeap Application Assistance Not applicable 1 Special Projects 0 0 0 0 0 Meeting with client. 0 0 Not Applicable

2018-05-30 Vietnamese HEAP/LiHeap Application Assistance Not applicable 1 Call Center 0 0 0 1 0 Meeting with client. 1 0 Not Applicable

2018-05-14 Spanish ESAP Application Assistance Not applicable 1 Call Center 0 0 0 1 0 Meeting with client. 0 0 Not Applicable

2018-05-14 SpanishMedical Baseline Application Assistance Educated on Medical Baseline Not applicable 1 Call Center 0 0 0 1 0 Meeting with client. 0 0 Not Applicable

2018-05-15 Chinese/Cantonese

Energy Assistance Fund ApplicationEducated on Energy Efficiency/ Conservation Not applicable 1 Capitation Agency 0 0 0 0 0 Meeting with client. 1 0 Not Applicable

2018-05-18 SpanishESAP Application Assistance Educated on CARE/FERA Not applicable 1 Internet Enrollments 0 0 0 0 1 Not Applicable 0 0 Not Applicable

2018-05-23 Spanish

ESAP Application Assistance Set Up/Change Payment ExtensionSet Up/Change Payment Plan Not applicable 1 Internet Enrollments 0 0 0 0 1 Not Applicable 0 0 Not Applicable

2018-05-09 Spanish HEAP/LiHeap Application Assistance Not applicable 1 Call Center 0 0 0 0 0 Meeting with client. 0 0 Not Applicable

2018-05-15 SpanishSet Up/Change Payment ExtensionSet Up/Change Payment Plan Not applicable 1 Call Center 0 0 0 0 0 Meeting with client. 0 0 Not Applicable

2018-05-21 Vietnamese HEAP/LiHeap Application Assistance Not applicable 0 Not Applicable 0 0 0 0 0 Meeting with client. 0 0 Not Applicable

2018-05-25 Spanish Set Up/Change Payment Plan Not applicable 1 Call Center 0 0 0 0 1 Not Applicable 0 0 Not Applicable

2018-05-25 Spanish ESAP Application Assistance Not applicable 1 Capitation Agency 0 0 0 0 1 Not Applicable 0 0 Not Applicable

2018-05-16 Spanish Changes to Account Not applicable 1 Call Center 0 0 0 0 0 Meeting with client. 0 0 Not Applicable

2018-05-09 Spanish ESAP Application Assistance Not applicable 1 Call Center 0 0 1 0 0 Meeting with client. 1 0 Not Applicable

2018-05-10 Vietnamese

HEAP/LiHeap Application AssistanceEducated on Avoiding DisconnectionEducated on Energy Assistance Programs Not applicable 1 Data sharing 0 0 0 0 0 Meeting with client. 0 0 Not Applicable

2018-04-30 English Set Up/Change Payment Plan Not applicable 1 VRU Enrollments 0 0 0 1 0 Meeting with client. 0 0 Not Applicable

2018-05-01 Chinese/Cantonese

Energy Assistance Fund ApplicationEducated on Energy Efficiency/ ConservationEducated on Energy Assistance Programs

Not applicable 0 Not Applicable 0 0 0 1 Not Applicable 0 1 Not Applicable

2018-05-01 English HEAP/LiHeap Application Assistance Not applicable 0 Not Applicable 0 0 0 1 0 Meeting with client. 0 0 Not Applicable

2018-05-08 English Changes to Account Not applicable 1 Special Projects 0 0 0 1 0 1 Not Applicable

2018-04-17 EnglishEnergy Assistance Fund Application

Not applicable 0 Not Applicable 0 0 0 0 0 Meeting with client. 0 0 Not Applicable

2018-05-03 Chinese/Cantonese

HEAP/LiHeap Application AssistanceEducated on Energy Efficiency/ Conservation Not applicable 1 Call Center 0 0 0 1 0 Meeting with client. 0 0 Not Applicable

2018-05-25 EnglishMedical Baseline Application Assistance Educated on Medical Baseline Not applicable 0 Not Applicable 0 0 0 0 0 Meeting with client. 0 0 Not Applicable

2018-05-04 Vietnamese HEAP/LiHeap Application Assistance Not applicable 1 Capitation Agency 0 0 0 0 0 Meeting with client. 0 0 Not Applicable

2018-05-10 Chinese/Cantonese

HEAP/LiHeap Application AssistanceEducated on Energy Efficiency/ Conservation Not applicable 0 Not Applicable 0 0 0 0 0 Meeting with client. 1 0 Not Applicable

2018-05-25 Chinese/Cantonese

HEAP/LiHeap Application AssistanceEducated on Energy Efficiency/ Conservation Not applicable 1 VRU Enrollments 0 0 0 0 0 Meeting with client. 0 0 Not Applicable

2018-05-04 Chinese/Cantonese

HEAP/LiHeap Application AssistanceEducated on Energy Efficiency/ Conservation Not applicable 1 Call Center 0 0 0 0 0 Meeting with client. 0 0 Not Applicable

2018-05-03 Vietnamese HEAP/LiHeap Application Assistance Not applicable 1 Call Center 0 0 0 0 0 Meeting with client. 0 0 Not Applicable

2018-04-25 English HEAP/LiHeap Application Assistance Not applicable 1 Other Source 0 0 0 1 0 Meeting with client. 0 0 Not applicable2018-04-02 Mandarin Energy Assistance Fund Application Not applicable 1 Special Projects 0 0 0 1 0 Meeting with client. 1 0 Not applicable

2018-04-10 Spanish Medical Baseline Application Assistance Not applicable 1 Internet Enrollments 0 0 0 0 0 Meeting with client. 0 0 Not applicable

2018-04-27 Spanish Changes to Account Not applicable 1 Internet Enrollments 0 0 0 0 1 Not Applicable 0 0 Not applicable

Current Month Total 48 0 0 2 20 9 9 4 26

Year-to-Date Total 578 9 0 21 257 40 88 22 73

[1] Total calls placed to 800# recorded by SCE from May 1, 2018, through May 31, 2018, is 26. Data on calls per each one-on-one session not available.

[2] For column C, this data was provided by CHANGES contractor, Self Help for the Elderly, via CSID. This table was edited and reformatted from its original version in order to have a more consistent appearance and format with existing SCE tables.

[3] Dates listed are one-on-one case open dates as provided by CHANGES contractor. Dates do not necessarily coincide with the date of the session.

Customer Receiving Assistance withBill Payment Plans (initiated or modified)

by the CHANGES CBOs.

Customer Receiving Assistance withUtility Bill Disputes, including bill

modification,by the CHANGES CBOs.CHANGES

Participants’ self-identified language

of preference

Description of the session content identifying service provided (e.g. utility

bill assistance, utility bill dispute resolution, and other energy related

issues)[2]

Description of each contact made with

that customer’s utility until a

solution is reached. Medical Baseline

#

Dedicated Toll-Free Number

#

Dedicated Toll-Free Number Used

If on CARE,Enter How Initially Enrolled

Number of Enrollment throughCHANGES CBOs' Assistance

Confirmed by IOU

Per Ravinder Mangat from the CPUC, table 10 is temporarily suspended.

CARE Table 10 CHANGES One-On-One Customer Assistance SessionsSouthern California Edison

Reporting Period May 1, 2018, through May 31, 2018

Date[3]

Calls to Dedicated

800 # Recorded by IOU [1]

# How Enrolled CARE FERA

Page 48: STATE OF CALIFORNIA · weatherization that can help customers save energy and money. The ESA Program is available to income-qualified customers living in single-family, multifamily,

# of Sessions

Length (Hours)4

Number of Attendees

Description of Information / Literature

ProvidedN/A Armenian Avoiding Disconnection 6 0.5 42 N/AN/A Cantonese Avoiding Disconnection 1 0.5 17 N/AN/A English Avoiding Disconnection 2 0.5 8 N/AN/A Japanese Avoiding Disconnection 1 0.5 1 N/AN/A Korean Avoiding Disconnection 1 0.5 16 N/AN/A Mandarin Avoiding Disconnection 1 0.5 4 N/AN/A Spanish Avoiding Disconnection 1 0.5 2 N/AN/A Vietnamese Avoiding Disconnection 2 0.5 31 N/AN/A Cantonese CARE/FERA and Other Assistance Programs 1 0.5 1 N/AN/A English CARE/FERA and Other Assistance Programs 8 0.5 29 N/AN/A Japanese CARE/FERA and Other Assistance Program 1 0.5 1 N/AN/A Korean CARE/FERA and Other Assistance Programs 4 0.5 157 N/AN/A Mandarin CARE/FERA and Other Assistance Programs 3 0.5 6 N/AN/A Spanish CARE/FERA and Other Assistance Programs 8 0.5 64 N/AN/A Vietnamese CARE/FERA and Other Assistance Program 2 0.5 31 N/AN/A Armenian Electric and Natural Gas Safety 6 0.5 46 N/AN/A Cantonese Electric and Natural Gas Safety 2 0.5 24 N/AN/A English Electric and Natural Gas Safety 5 0.5 18 N/AN/A Korean Electric and Natural Gas Safety 1 0.5 8 N/AN/A Mandarin Electric and Natural Gas Safety 3 0.5 7 N/AN/A Spanish Electric and Natural Gas Safety 6 0.5 46 N/AN/A Tagalog Electric and Natural Gas Safety 3 0.5 26 N/AN/A Vietnamese Electric and Natural Gas Safety 1 0.5 8 N/AN/A Armenian Energy Conservation 6 0.5 37 N/AN/A Cantonese Energy Conservation 2 0.5 23 N/AN/A English Energy Conservation 2 0.5 7 N/AN/A Mandarin Energy Conservation 3 0.5 10 N/AN/A Spanish Energy Conservation 3 0.5 15 N/AN/A Cambodian Gas Aggregation 1 0.5 8 Gas Aggregation HandoutN/A English Gas Aggregation 1 0.5 2 Gas Aggregation HandoutN/A Mandarin Gas Aggregation 1 0.5 1 Gas Aggregation HandoutN/A Spanish Gas Aggregation 3 0.5 32 Gas Aggregation HandoutN/A Spanish High Energy Use 1 0.5 18 High Use HandoutN/A Cantonese Level Pay Plan 1 0.5 14 N/AN/A English Level Pay Plan 1 0.5 7 N/AN/A Mandarin Level Pay Plan 1 0.5 3 N/AN/A Tagalog Level Pay Plan 1 0.5 8 N/AN/A Vietnamese Level Pay Plan 1 0.5 17 N/AN/A Arabic Understanding Your Bill 1 0.5 5 N/AN/A Armenian Understanding Your Bill 2 0.5 7 N/AN/A Cantonese Understanding Your Bill 1 0.5 15 N/AN/A English Understanding Your Bill 3 0.5 10 N/AN/A Japanese Understanding Your Bill 2 0.5 17 N/AN/A Korean Understanding Your Bill 3 0.5 25 N/AN/A Mandarin Understanding Your Bill 2 0.5 4 N/AN/A Spanish Understanding Your Bill 5 0.5 55 N/AN/A Tagalog Understanding Your Bill 2 0.5 26 N/AN/A Vietnamese Understanding Your Bill 2 0.5 35 N/A

Current Month

Year-to-Date

Note: Any required corrections/adjustments are reported herein and supersede results reported in prior months and may reflect YTD adjustments.

CARE Table 11 CHANGES Group Customer Assistance Sessions Southern California Edison

Date3 Session Language

Description of Service Provided (e.g. utility bill assistance, utility bill dispute

resolution, and other energy related issues)

Session LogisticsReporting Period May 1, 2018, through July 31, 2018

Page 49: STATE OF CALIFORNIA · weatherization that can help customers save energy and money. The ESA Program is available to income-qualified customers living in single-family, multifamily,

BEFORE THE PUBLIC UTILITIES COMMISSION OF THE

STATE OF CALIFORNIA

Application of Southern California Edison Company (U 338-E) for Approval of its Energy Savings Assistance and California Alternate Rates for Energy Programs and Budgets for Program Years 2015-2017.

Application 14-11-007

And Related Matters

Application 14-11-009 Application 14-11-010 Application 14-11-011

CERTIFICATE OF SERVICE

I hereby certify that, pursuant to the Commission’s Rules of Practice and Procedure, I have this day served a true copy of MONTHLY REPORT OF SOUTHERN CALIFORNIA EDISON COMPANY (U338-E) ON LOW INCOME ASSISTANCE PROGRAMS FOR JANUARY 2020 on all parties identified on the attached service list(s) A.14-11-007, et al.. Service was effected by one or more means indicated below:

☒ Transmitting the copies via e-mail to all parties who have provided an e-mail address.

☒ Placing the copies in sealed envelopes and causing such envelopes to be delivered by US Mail to the offices of the Commissioner(s) or other addressee(s).

ALJ Ava N. Tran CPUC 505 Van Ness Ave. San Francisco, CA 94102

Executed this February 21, 2020, at Rosemead, California.

/s/ Karen Abarca________________ Karen Abarca SOUTHERN CALIFORNIA EDISON COMPANY

2244 Walnut Grove Avenue Post Office Box 800 Rosemead, California 91770

Page 50: STATE OF CALIFORNIA · weatherization that can help customers save energy and money. The ESA Program is available to income-qualified customers living in single-family, multifamily,

CPUC Home

CALIFORNIA PUBLIC UTILITIES COMMISSIONService Lists

PROCEEDING: A1411007 - EDISON - FOR APPROVA FILER: SOUTHERN CALIFORNIA EDISON COMPANY LIST NAME: LIST LAST CHANGED: JANUARY 21, 2020

Download the Comma-delimited File About Comma-delimited Files

Back to Service Lists Index

Parties

CARMELITA L. MILLER MICHAEL RIGNEY LEGAL COUNSEL SVP OF CLIENT SOLUTIONS THE GREENLINING INSTITUTE ENERGYSAVVY EMAIL ONLY EMAIL ONLY EMAIL ONLY, CA 00000 EMAIL ONLY, AA 00000 FOR: THE GREENLINING INSTITUTE FOR: ENERGYSAVVY

NOEL OBIORA RODNEY WILLIAMS ATTORNEY EVP NORTH AMERICA CPUC EMBERTEC USA, LLC EMAIL ONLY EMAIL ONLY EMAIL ONLY, CA 00000 EMAIL ONLY, CA 00000 FOR: CAL ADVOCATES (PUBLIC ADVOCATES FOR: EMBERTEC USA, LLC OFFICE) FORMERLY THE OFFICE OF RATEPAYER ADVOCATES (ORA)

CHARLES HARAK EDWARD L. HSU STAFF ATTORNEY SR COUNSEL - REGULATORY NATIONAL CONSUMER LAW CENTER SAN DIEGO GAS & ELECTRIC COMPANY 7 WINTHROP SQUARE, 4TH FLOOR 555 WEST 5TH STREET, GT14E7 BOSTON, MA 02110-1245 LOS ANGELES, CA 90013 FOR: NATIONAL CONSUMER LAW CENTER FOR: SAN DIEGO GAS & ELECTRIC COMPANY (SDG&E)

SHAWANE L. LEE DANIEL DOUGLASS SR. COUNSEL ATTORNEY SOUTHERN CALIFORNIA GAS COMPANY DOUGLASS & LIDDELL 555 WEST 5TH STREET, GT14E7 4766 PARK GRANADA, SUITE 209

Page 1 of 12CPUC - Service Lists - A1411007

2/21/2020https://ia.cpuc.ca.gov/servicelists/A1411007_82757.htm

Page 51: STATE OF CALIFORNIA · weatherization that can help customers save energy and money. The ESA Program is available to income-qualified customers living in single-family, multifamily,

LOS ANGELES, CA 90013 CALABASAS, CA 91302 FOR: SOUTHERN CALIFORNIA GAS COMPANY FOR: NEST LABS, INC.

ALLAN RAGO ANGELA WHATLEY QUALITY CONSERVATION SERVICES SR. ATTORNEY 4751 ARROW HIGHWAY SOUTHERN CALIFORNIA EDISON COMPANY MONTCLAIR, CA 91763 2244 WALNUT GROVE AVE. / PO BOX 800 FOR: ENERGY EFFICIENCY COUNCIL ROSEMEAD, CA 91770 FOR: SOUTHERN CALIFORNIA EDISON COMPANY

LAURI WALKER LISA SCHMIDT CENTER FOR SUSTAINABLE ENERGY HOME ENERGY ANALYTICS 9325 SKY PARK COURT, STE. 100 13061 BYRD LANE SAN DIEGO, CA 92123 LOS ALTOS, CA 94022 FOR: CENTER FOR SUSTAINABLE ENERGY FOR: HOME ENERGY ANALYTICS (HEA)

ERICA SCHROEDER MCCONNELL EDDIE AHN SHUTE, MIHALY AND WEIBERGER, LLP EXEC. DIRECTOR 396 HAYES STREET BRIGHTLINE DEFENSE PROJECT SAN FRANCISCO, CA 94102 1028A HOWARD ST. FOR: INTERSTATE RENEWABLE ENERGY SAN FRANCISCO, CA 94103 COUNCIL, INC. (IREC) FOR: BRIGHTLINE DEFENSE PROJECT

HAYLEY GOODSON ALEXIS CURETON STAFF ATTORNEY CLEAN ENERGY & EQUITY ADVOCATE THE UTILITY REFORM NETWORK NATURAL RESOURCES DEFENSE COUNCIL 785 MARKET ST., STE. 1400 111 SUTER ST., 21ST FL. SAN FRANCISCO, CA 94103 SAN FRANCISCO, CA 94104 FOR: THE UTILITY REFORM NETWORK FOR: NATURAL RESOURCES DEFENSE COUNCIL

STEPHANIE WANG CHARLIE BUCK POLICY DIR MGR. MARKET & REGULATORY AFFAIRS CALIFORNIA HOUSING PARTNERSHIP ORACLE / OPOWER 369 PINE STREET, STE. 300 WEST DIVISION SAN FRANCISCO, CA 94104 680 FOLSOM STREET, 3RD FLOOR FOR: CALIFORNIA HOUSING PARTNERSHIP SAN FRANCISCO, CA 94107 FOR: OPOWER

JILL N. JAFFE DARREN ROACH NOSSAMAN LLP PACIFIC GAS AND ELECTRIC COMPANY 50 CALIFORNIA STREET, 34TH FLOOR 77 BEALE STREET / PO BOX 7442, MC B30A SAN FRNACISCO, CA 94111 SAN FRANCISCO, CA 94120 FOR: CALIFORNIA WATER ASSOCIATION FOR: PACIFIC GAS AND ELECTRIC COMPANY

GREG WIKLER MELISSA W. KASNITZ EXE. DIR LEGAL DIR CA EFFICIENCY + DEMAND MGMT. COUNCIL CENTER FOR ACCESSIBLE TECHNOLOGY 1111 BROADWAY, STE. 300 3075 ADELINE STREET, STE. 220 OAKLAND, CA 94607 BERKELEY, CA 94703 FOR: CA EFFICIENCY + DEMAND MANAGEMENT FOR: CENTER FOR ACCESSIBLE TECHNOLOGY COUNCIL

MICHAEL CALLAHAN BRAD HEAVNER REGULATORY COUNSEL POLICY DIR

Page 2 of 12CPUC - Service Lists - A1411007

2/21/2020https://ia.cpuc.ca.gov/servicelists/A1411007_82757.htm

Page 52: STATE OF CALIFORNIA · weatherization that can help customers save energy and money. The ESA Program is available to income-qualified customers living in single-family, multifamily,

MARIN CLEAN ENERGY CALIFORNIA SOLAR & STORAGE ASSOCIATION 1125 TAMALPAIS AVENUE 1107 9TH ST., SUITE 820 SAN RAFAEL, CA 94901 SACRMENTO, CA 95814 FOR: MARIN CLEAN ENERGY FOR: CALIFORNIA SOLAR ENERGY INDUSTRIES ASSOCIATION

LAURA FERNANDEZ MARCO LIZZARAGA ATTORNEY LA COOPERATIVA CAMPESINA DE CALIFORNIA BRAUN BLAISING SMITH WYNNE, P.C. 1107 9TH STREET, STE.420 915 L STREET, STE 1480 SACRAMENTO, CA 95814 SACRAMENTO, CA 95814 FOR: PROTEUS INC. AND LA COOPERATIVE FOR: CITY OF LANCASTER CAMPESINA DE CALIFORNIA

SCOTT BLAISING JAMES L. HODGES COUNSEL 1069 45TH STREET BRAUN BLAISING MCLAUGHLIN & SMITH, P.C. SACRAMENTO, CA 95819 915 L STREET, SUITE 1480 FOR: THE EAST LOS ANGELES COMMUNITY SACRAMENTO, CA 95814 UNION (TELACU); THE MARAVILLA FOR: CITY OF LANCASTER FOUNDATION; THE ASSOCIATION OF CALIFORNIA COMMUNITY AND ENERGY SERVICES (ACCES)

DAVID SCRIBNER CHIEF COUNSEL DEPT OF COMMUNITY SERVICES & DEVELOPMENT 2389 GATEWAY OAKS DR., STE. 100 SACRAMENTO, CA 95833 FOR: DEPARTMENT OF COMMUNITY SERVICES AND DEVELOPMENT (CSD)

Information Only

ALLEN FERNANDEZ SMITH ANDREW STEINBERG PACIFIC GAS & ELECTRIC COMPANY SOUTHERN CALIFORNIA GAS COMPANY EMAIL ONLY EMAIL ONLY EMAIL ONLY, CA 00000 EMAIL ONLY, CA 00000

ARLEEN NOVOTNEY BRANDON RIDLEY ACCESS / SCF PACIFIC GAS & ELECTRIC COMPANY EMAIL ONLY EMAIL ONLY EMAIL ONLY, CA 00000 EMAIL ONLY, CA 00000

BRETT SEARLE CARMEN L. GIBBS SR. BUSINESS ANALYST - PRICING PRODUCTS STAFF ATTORNEY PACIFIC GAS AND ELECTRIC COMPANY CA. DEPT. OF COMMUNITY SVCS. & DEV'T. EMAIL ONLY EMAIL ONLY EMAIL ONLY, CA 00000 EMAIL ONLY, CA 00000

CAROLINE CHEN CASE COORDINATION EMAIL ONLY PACIFIC GAS AND ELECTRIC COMPANY EMAIL ONLY, CA 00000 EMAIL ONLY EMAIL ONLY, CA 00000

Page 3 of 12CPUC - Service Lists - A1411007

2/21/2020https://ia.cpuc.ca.gov/servicelists/A1411007_82757.htm

Page 53: STATE OF CALIFORNIA · weatherization that can help customers save energy and money. The ESA Program is available to income-qualified customers living in single-family, multifamily,

CHARLIE TOLEDO CORINNE M. SIERZANT DIRECTOR SOUTHERN CALIFORNIA GAS COMPANY SUSCOL INTERTRIBAL COUNCIL EMAIL ONLY EMAIL O NLY EMAIL ONLY, CA 00000 EMAIL ONLY, CA 00000 FOR: LIOB MEMBER

DAVID HUANG DAVID READMAN LEGAL FELLOW EMAIL ONLY THE GREENLINING INSTITUTE EMAIL ONLY, CA 00000 EMAIL ONLY EMAIL ONLY, CA 00000

DENNIS W. GUIDO ELSIA GALAWISH EXECUTIVE V.P. - CORPORATE RELATIONS EMAIL ONLY STAPLES & ASSOCIATES EMAIL ONLY, AA 00000 EMAIL ONLY EMAIL ONLY, CA 00000

EVELYN LOPEZ FABIOLA LAO PACIFIC GAS AND ELECTRIC COMPANY CENTER FOR SUSTAINABLE ENERGY EMAIL ONLY EMAIL ONLY EMAIL ONLY, CA 00000 EMAIL ONLY, CA 00000

GRACE PERALTA JACK F. PARKHILL RESIDENTIAL PROGRAM MANAGER EMAIL ONLY MCE CLEAN ENERGY EMAIL ONLY, CA 00000 EMAIL ONLY EMAIL ONLY, CA 00000

JANA KOPYCIOK-LANDE JASON WIMBLEY SR. POLICY ANALYST DEPT OF COMMUNITY SRVCS & DEVELOPMENT MARIN CLEAN ENERGY EMAIL ONLY EMAIL ONLY EMAIL ONLY, CA 00000 EMAIL ONLY, CA 00000 FOR: LIOB MEMBER

JOSELITO ATILIO HERNANDEZ JOSEPH LANDE IDEATE CALIFORNIA CUSTOMER PERGRAMS MANAGER, MCE EMAIL ONLY MCE CLEAN ENERGY EMAIL ONLY, CA 00000 EMAIL ONLY FOR: LIOB MEMBER EMAIL ONLY, CA 00000

JYOTHI M. MUSUNURI KAVYA BALARAMAN PACIFIC GAS AND ELECTRIC COMPANY STAFF WRITER / REPORTER EMAIL ONLY CALIFORNIA ENERGY MARKETS EMAIL ONLY, CA 00000 EMAIL ONLY EMAIL ONLY, CA 00000

LARRY GROSS LISA LONG COALITION FOR ECONOMIC SURVIVAL PACIFIC GAS AND ELECTIRC OCMPANY EMAIL ON LY EMAIL ONLY EMAIL ONLY, CA 00000 EMAIL ONLY, CA 00000 FOR: LIOB MEMBER

Page 4 of 12CPUC - Service Lists - A1411007

2/21/2020https://ia.cpuc.ca.gov/servicelists/A1411007_82757.htm

Page 54: STATE OF CALIFORNIA · weatherization that can help customers save energy and money. The ESA Program is available to income-qualified customers living in single-family, multifamily,

LISA MCNALLY LOURDES MEDINA PACIFIC GAS AND ELECTRIC COMPANY DOLORES HUERTA FOUNDATION EMAIL ONLY EMAIL ONLY EMAIL ONLY, CA 00000 EMAIL ONLY, AA 00000

LUJUANA MEDINA MARIL PITCOCK SOCALGAS PACIFIC GAS AND ELCTRIC COMPANY EMAIL ONLY EMAIL ONLY EMAIL ONLY, CA 00000 EMAIL ONLY, CA 00000

MARY O'DRAIN MAURICIO BLANCO PACIFIC GAS & ELECTRIC COMPANY JHC, INC. EMAIL ONLY EMAIL ONLY EMAIL ONLY, CA 00000 EMAIL ONLY, CA 00000

MCE REGULATORY MIKE CADE MARIN CLEAN ENERGY ALCANTAR & KAHL EMAIL ONLY EMAIL ONLY EMAIL ONLY, CA 00000 EMAIL ONLY, CA 00000

MIKE GLASS NIKOLE PRODOUZ PACIFIC GAS AND ELECTRIC COMPANY PACIFIC GAS & ELECTRIC COMPANY EMAIL ONLY EMAIL ONLY EMAIL ONLY, CA 00000 EMAIL ONLY, CA 00000

ORTENSIA LOPEZ PATRICIA WATTS EL CONCILIO OF SAN MATEO COUNTY FCI MANAGEMENT CONSULTANTS EMAIL ONLY EMAIL ONLY EMAIL ONLY, CA 00000 EMAIL ONLY, CA 00000 FOR: LIOB MEMBER FOR: LIOB MEMBER

PERLA BARRIENTOS REGULATORY CLERK SENIOR PROGRAM MANAGER BRAUN BLAISING SMITH WYNNE, PC PACIFIC GAS AND ELECTRIC COMPANY EMAIL ONLY EMAIL ONLY EMAIL ONLY, CA 00000 EMAIL ONLY, CA 00000

ROBERTO DEL REAL RONNALYN BORDON MAROMA ENERGY SERVICES PACIFIC GAS AND ELECTRIC COMPANY EMAIL ONLY EMAIL ONLY EMAIL ONLY, CA 00000 EMAIL ONLY, CA 00000

SHALINI SWAROOP STEPHANIE CHEN REGULATORY & LEGISLATIVE COUNSEL POLICY DIR. - ENERGY / TELECOM MARIN CLEAN ENERGY THE GREENLINING INSTITUTE EMAIL ONLY EMAIL ONLY EMAIL ONLY, CA 00000 EMAIL ONLY, CA 00000

TINA NGUYEN VIDHYA PRABHAKARAN PACIFIC GAS & ELECTRIC COMPANY ATTORNEY EMAIL ONLY DAVIS WRIGHT & TREMAINE, LLP EMAIL ONLY, CA 00000 EMAIL ONLY

Page 5 of 12CPUC - Service Lists - A1411007

2/21/2020https://ia.cpuc.ca.gov/servicelists/A1411007_82757.htm

Page 55: STATE OF CALIFORNIA · weatherization that can help customers save energy and money. The ESA Program is available to income-qualified customers living in single-family, multifamily,

EMAIL ONLY, CA 00000

MRW & ASSOCIATES, LLC KELLY CRANDALL EMAIL ONLY UPLIGHT EMAIL ONLY, CA 00000 2850 55TH STREET STE 100 BOULDER, CO 80301

ALAN WORK BRENDA RODRIGUEZ-SANDLER EVOLVE TECHNOLOGIES, LLC SOUTHERN CALIFORNIA GAS COMPANY 15354 N 83RE WAY 555 W. 5TH STREET SCOTTSDALE, AZ 85260 LOS ANGELES, CA 90013

DAISIE M. CRISTOBAL SANCHEZ DAVID CANTRELL SR. MARKET ADVISOR SR. CUSTOMER PROGRAMS ADVISOR SOUTHERN CALIFORNIA GAS COMPANY SOUTHERN CALIFORNIA GAS COMPANY CARE AND ESA OUTREACH 555 WEST FIFTH STREET 555 W. 5TH ST. GCT 20B9 LOS ANGELES, CA 90013 LOS ANGELES, CA 90013

DAVID KIM ELIZABETH BAIRES SOUTHERN CALIFORNIA GAS COMPANY REGULATORY MGR 555 WEST 5TH STREET SOUTHERN CALIFORNIA GAS COMPANY LOS ANGELES, CA 90013 555 W. FIFTH ST., GT14D6 LOS ANGELES, CA 90013 FOR: SOUTHERN CALIFORNIA GAS COMPANY

EMMA PONCO ERIN PALERMO SOUTHERN CALIFORNIA GAS COMPANY SOUTHERN CALIFORNIA GAS COMPANY 555 WEST 5TH STREET 555 W 5TH STREET LOS ANGELES, CA 90013 LOS ANGELEES, CA 90013

GILLIAN WEAVER JOSEPH MOCK CALIF PUBLIC UTILITIES COMMISSION REGULATORY CASE MGR. ENERGY EFFICIENCY BRANCH SOUTHERN CALIFORNIA GAS COMPANY 320 West 4th Street Suite 500 555 WEST 5TH ST., STE 1400, GT14D6 Los Angeles, CA 90013 LOS ANGELES, CA 90013

KAPIL KULKARNI KAREN MAR CALIF PUBLIC UTILITIES COMMISSION POLICY LEAD ENERGY EFFICIENCY BRANCH SOUTHERN CALIFORNIA GAS COMPANY 320 West 4th Street Suite 500 555 W. 5TH ST. Los Angeles, CA 90013 LOS ANGELES, CA 90013

KIM SIDES PAMELA WU SOUTHERN CALIFORNIA GAS COMPANY REGULATORY CASE MGR. 555 W. FIFTH STREET, GT19A7 SOUTHERN CALIFORNIA GAS COMPANY LOS ANGELES, CA 90013 555 W. FIFTH STREET, GT14D6 LOS ANGELES, CA 90013

REGINA LUGANI RONALD VAN DER LEEDEN MANAGER, PROGRAM LEVERAGING GRP DIR. - REGULATORY AFFAIRS SOUTHERN CALIFORNIA GAS COMPANY SOUTHERN CALIFORNIA GAS COMPANY 555 WEST FIFTH STREET, GT-2089 555 W. FIFTH STREET, GT14D6

Page 6 of 12CPUC - Service Lists - A1411007

2/21/2020https://ia.cpuc.ca.gov/servicelists/A1411007_82757.htm

Page 56: STATE OF CALIFORNIA · weatherization that can help customers save energy and money. The ESA Program is available to income-qualified customers living in single-family, multifamily,

LOS ANGELES, CA 90013 LOS ANGELES, CA 90013

SUSAN HERRSCHAFT GREGORY HEALY SOUTHERN CALIFORNIA GAS COMPANY REGULATORY CASE MGR. 555 W. 5TH STREET SOUTHERN CALIFORNIA GAS COMPANY LOS ANGELES, CA 90013 555 WEST FIFTH STREET, GT14D6 LOS ANGELES, CA 90013-1011

CARLOS A. H. VAQUERANO ANNE ARQUIT NIEDERBERGER EXECUTIVE DIR. VP MARKET DEVELOPMENT SALVADORAN AMERICAN LEADERSHIP ENERVEE 1625 WEST OLYMPIC BLVD. 10000 WASHINGTON BLVD LOS ANGELES, CA 90015 CULVER CITY, CA 90232 FOR: SALVADORAN AMERICAN LEASDERSHIP FOR: ENERVEE AND EDUCATIONAL FUND (SALEF)

ANDREA TOZER CASE ADMINISTRATION DIR & MANAGING ATTORNEY SOUTHERN CALIFORNIA EDISON COMPANY SOUTHERN CALIFORNIA EDISON COMPANY 2244 WALNUT GROVE AVENUE, ROOM 370 2244 WALNUT GROVE AVE. G.O.1, RM. 348H ROSEMEAD, CA 91770 ROSEMEAD, CA 91770 FOR: SOUTHERN CALIFORNIA EDISON COMPANY

ELIZABETH B. GOMEZ EUGENE AYUYAO SR. ADVISOR SR MGR - CUSTOMER PROGRAMS & SRVCS SOUTHERN CALIFORNIA EDISON COMPANY SOUTHERN CALIFORNIA EDISON COMPANY 8631 RUSH STREET 1515 WALNUT GROVE ROSEMEAD, CA 91770 ROSMEAD, CA 91770

GODOFREDO S. DE VERA III LAUREN P. GOSCHKE REGULATORY ATTORNEY SOUTHERN CALIFORNIA EDISON COMPANY SOUTHERN CALIFORNIA EDISON COMPANY 8631 RUSH STREET 2244 WALNUT GROVE AVE. / PO BOX 800 ROSEMEAD, CA 91770 ROSEMEAD, CA 91770

LISA MAU MICHAEL TOMLIN POLICY / REGULATORY AFFAIRS SOUTHERN CALIFORNIA EDISON COMPANY SOUTHERN CALIFORNIA EDISON 2244 WALNUT GROVE AVENUE 2244 WALNUT GROVE AVE. ROSEMEAD, CA 91770 ROSEMEAD, CA 91770

DONALD KELLY JEFFREY T. LINAM EXE. DIRECTOR DIR OF FINANCE UTILITY CONSUMERS' ACTION NETWORK CALIFORNIA AMERICAN WATER 3405 KENYON ST., STE. 401 1033 B AVENUE, SUITE 200 SAN DIEGO, CA 92110 CORONADO, CA 92118

ALANA N. HAMMER ANNLYN M. FAUSTINO REGULATORY CASE MGR REGULATORY CASE ANALYST & SUPPORT SAN DIEGO GAS & ELECTRIC COMPANY SDG&E/SCGC 8326 CENTURY PARK COURT CP32F 8330 CENTURY PARK COURT, CP31E SAN DIEGO, CA 92123 SAN DIEGO, CA 92123

Page 7 of 12CPUC - Service Lists - A1411007

2/21/2020https://ia.cpuc.ca.gov/servicelists/A1411007_82757.htm

Page 57: STATE OF CALIFORNIA · weatherization that can help customers save energy and money. The ESA Program is available to income-qualified customers living in single-family, multifamily,

BRANDI TURNER BRIAN DUNCAN SAN DIEGO GAS & ELECTRIC COMPANY SAN DIEGO GAS & ELECTRIC COMPANY 8335 CENTURY PARK CT 8326 CENTURY PARK CT., CP62A SAN DIEGO, CA 92123 SAN DIEGO, CA 92123

BRITTNEY L. LEE LISA DAVIDSON REGULATORY CASE ADMIN. SAN DIEGO GAS AND ELECTRIC COMPANY SAN DIEGO GAS & ELECTRIC COMPANY 8335 CENTURY PARK COURT, CP32A 8330 CENTURY PARK COURT, CP32F SAN DIEGO, CA 92123 SAN DIEGO, CA 92123

MICHELLE SOMERVILLE REBECCA HANSSON CASE MGR - REGULATORY SENIOR ATTORNEY SAN DIEGO GAS & ELECTRIC COMPANY SAN DIEGO GAS & ELECTRIC COMPANY 8330 CENTURY PARK COURT, CP 32 8330 CENTURY PARK, CP 32D SAN DIEGO, CA 92123 SAN DIEGO, CA 92123

ROLAND G MOLLEN SARA NORDIN SAN DIEGO GAS & ELECTRIC COMPANY RESIDENTIAL CUSTOMER PROGRAMS MANAGER 8690 BALBOA AVE SAN DIEGO GAS & ELECTRIC COMPANY SAN DIEGO, CA 92123 8335 CENTURY PARK COURT, CP12E SAN DIEGO, CA 92123

CENTRAL FILES SHEILA LEE SAN DIEGO GAS & ELECTRIC COMPANY SR. POLICY ADVISOR 8330 CENTURY PARK CT, CP31-E SAN DIEGO GAS & ELECTRIC COMPANY SAN DIEGO, CA 92123-1530 8335 CENTURY PARK COURT, CP 12H SAN DIEGO, CA 92123-1569

NOLA HASTINGS CYNTHIA BRUNO HASTINGS & CO., INC. RICHARD HEATH & ASSOCIATES, INC. 21520 YORBA LINDA BLVD., G518 590 W. LOCAST AVENUE, SUITE 103 YORBA LINDA, CA 92886 FRESNO, CA 93650

ILANA PARMER MANDELBAUM MATTHEW J. SANDERS DEPUTY COUNTY COUNSEL DEPUTY COUNTY COUNSEL SAN MATEO COUNTY COUNSEL'S OFFICE SAN MATEO COUNTY COUNSEL’S OFFICE 400 COUNTY CENTER, 6TH FLOOR 400 COUNTY CENTER, 6TH FL REDWOOD CITY, CA 94063 REDWOOD CITY, CA 94063 FOR: PENINSULA CLEAN ENERGY AUTHORITY

MARGARET V. TIDES ERICA PETROFSKY DEPUTY COUNTY COUNSEL CALIF PUBLIC UTILITIES COMMISSION SAN MATEO COUNTY ELECTRICITY PRICING AND CUSTOMER PROGRAM 400 COUNTY CENTER, 6TH FL. AREA REDWOOD CITY, CA 94063-1662 505 VAN NESS AVENUE FOR: ON BEHALF OF PENINSULA CLEAN SAN FRANCISCO, CA 94102-3214 ENERGY AUTHORITY

JASON SYMONDS LEUWAM TESFAI CALIF PUBLIC UTILITIES COMMISSION CALIF PUBLIC UTILITIES COMMISSION ENERGY EFFICIENCY BRANCH COMMISSIONER SHIROMA AREA ROOM 5137 505 VAN NESS AVENUE 505 VAN NESS AVENUE

Page 8 of 12CPUC - Service Lists - A1411007

2/21/2020https://ia.cpuc.ca.gov/servicelists/A1411007_82757.htm

Page 58: STATE OF CALIFORNIA · weatherization that can help customers save energy and money. The ESA Program is available to income-qualified customers living in single-family, multifamily,

SAN FRANCISCO, CA 94102-3214 SAN FRANCISCO, CA 94102-3214

MARY CLAIRE EVANS MEGAN YOUNG CALIF PUBLIC UTILITIES COMMISSION CALIF PUBLIC UTILITIES COMMISSION COMMISSIONER SHIROMA COMMUNICATIONS AND WATER POLICY BRANCH AREA AREA 505 VAN NESS AVENUE 505 VAN NESS AVENUE SAN FRANCISCO, CA 94102-3214 SAN FRANCISCO, CA 94102-3214

NATHAN POON LARA ETTENSON CALIF PUBLIC UTILITIES COMMISSION DIR - CA EE POLICY ADMINISTRATIVE LAW JUDGE DIVISION NATURAL RESOURCES DEFENSE COUNCIL ROOM 5013 111 SUTTER ST., 21ST FL. 505 VAN NESS AVENUE SAN FRANCISCO, CA 94104 SAN FRANCISCO, CA 94102-3214

MARIA STAMAS SRINIDHI S. KUMAR NATURAL RESOURCES DEFENSE COUNCIL PROGRAM MGR. 111 SUTTER STREET, 21ST FL. CALIFORNIA HOUSING PARTNERSHIP SAN FRANCISCO, CA 94104 369 PINE STREET, STE. 300 SAN FRANCISCO, CA 94104

CHRIS MCROBERTS JULIA HANISH PACIFIC GAS AND ELECTRIC COMPANY REGULATORY AFFAIRS 77 BEALE STREET, MC B23A PACIFIC GAS AND ELECTRIC COMPANY SAN FRANCISCO, CA 94105 77 BEALE ST., MC B23A. RM 2364 SAN FRANCISCO, CA 94105

NEIL SINGH PAOLA BENASSI PACIFIC GAS AND ELECTRIC COMPANY PACIFIC GAS AND ELECTRIC COMPANY EMAIL ONLY 77 BEALE STREET, MC B9A EMAIL ONLY, CA 94105 SAN FRANCISCO, CA 94105

REBECCA MARTINEZ SHIRLEY WOO PROGRAM MANAGER PACIFIC GAS & ELECTRIC COMPANY PACIFIC GAS AND ELECTRIC COMPANY 77 BEALE STREET, B30A LOW INCOME PROGRAMS DELIVERY & EXECUTION SAN FRANCISCO, CA 94105 245 MARKET STREET, SUITE 724D SAN FRANCISCO, CA 94105

VIKTORIYA MALKINA MEGHAN DEWEY COORDINATOR - REGULATORY PROSPER CLEAN ENERGY PACIFIC GAS AND ELECTRIC COMPANY 775 POST STREET SUITE 207 77 BEALE STREET, MC B23A SAN FRANCISCO, CA 94109 SAN FRANCISCO, CA 94105

MARTIN A. MATTES ALEJANDRA M. CUNNINGHAM ATTORNEY TRANSCENDENT ENERGY, LLC NOSSAMAN LLP 2298 FULTON STREET 50 CALIFORNIA STREET, 34TH FL. SAN FRANCISCO, CA 94117 SAN FRANCISCO, CA 94111

CALIFORNIA ENERGY MARKETS PATRICIA LANDRY

Page 9 of 12CPUC - Service Lists - A1411007

2/21/2020https://ia.cpuc.ca.gov/servicelists/A1411007_82757.htm

Page 59: STATE OF CALIFORNIA · weatherization that can help customers save energy and money. The ESA Program is available to income-qualified customers living in single-family, multifamily,

425 DIVISADERO ST., SUITE 303 REGULATORY AFFAIRS SAN FRANCISCO, CA 94117 PACIFIC GAS & ELECTRIC COMPANY PO BOX 770000, MC B9A SAN FRANCISCO, CA 94177

RICK COUNIHAN SERJ BERELSON NEST LABS, INC. MGR - REG & GOV'T AFFAIRS 3400 HILLVIEW AVENUE NEST LABS, INC PALO ALTO, CA 94304 3400 HILLVIEW AVE. PALO ALTO, CA 94304

ANNA SOLORIO JENNIFER K. BERG DIR BAYREN PROGRAM MANAGER COMMUNITY HOUSING OPPORTUNITIES CORP ASSOCIATION OF BAY AREA GOVERNMENTS 5030 BUSINESS CENTER DR., STE 260 101 - 8TH STREET FAIRFIELD, CA 94534 OAKLAND, CA 94607 FOR: COMMUNITY HOUSING OPPORTUNITIES CORP (CHOC), ENERGY EFFICIENCY COUNCIL

SUSAN E. WALTERS BENITO DELGADO-OLSON SVP K TO COLLEGE CALIFORNIA EMERGING TECHNOLOGY FUND 7730 PARDEE LANE 414 13TH ST., STE 200B OAKLAND, CA 94621 OAKLAND, CA 94610

NATHANIEL MALCOLM STEPHANIE CHEN REGULATORY LAW CLERK SR. POLICY COUNSEL MARIN CLEAN ENERGY MARIN CLEAN ENERGY 1125 TAMALPAIS AVE. 1125 TAMPALPAIS AVENUE SAN RAFAEL, CA 94901 SAN RAFAEL, CA 94901 FOR: MARIN CLEAN ENERGY

ANNE ARQUIT NIEDERBERGER ROBERT CASTANEDA POLICY SOLUTIONS PROTEUS, INC. 218 FOSS CREEK CIRCLE 1830 N. DINUBA BLVD. HEALDSBURG, CA 95448 VISALIA, CA 95814

TOVAH TRIMMING ROBERT RIDGLEY CALIF PUBLIC UTILITIES COMMISSION ENERGY COMMISSION SPECIALIST I LEGAL DIVISION CALIFORNIA ENERGY COMMISSION 300 Capitol Mall 1516 NINTH STREET, MS-26 Sacramento, CA 95814 SACRAMENTO, CA 95814-5512 FOR: PUBLIC ADVOCATES OFFICE

TIFFANY MATEO CATHIE ALLEN MECHANICAL ENGINEER DIR - REGULATORY AFFAIRS CALIFORNIA ENERGY COMMISSION PACIFICORP BLDG & COMPLIANCE OFFICE, EFFICIENCY DIV 825 NE MULTNOMAH ST., STE 300 1516 NINTH STREET, MS-26 PORTLAND, OR 97232 SACRAMENTO, CA 95814-5512

MARISA DECRISTOFORO PACIFICORP 825 NE MULTNOMAH STREET, SUITE 800

Page 10 of 12CPUC - Service Lists - A1411007

2/21/2020https://ia.cpuc.ca.gov/servicelists/A1411007_82757.htm

Page 60: STATE OF CALIFORNIA · weatherization that can help customers save energy and money. The ESA Program is available to income-qualified customers living in single-family, multifamily,

PORTLAND, OR 97232

State Service

DAVID SCRIBNER MARTHA GUZMAN ACEVES CHIEF COUNSEL OFFICE OF COMMISSIONER GUZMAN ACEVES DEPT OF COMMUNITY SERVICES & DEVELOPMENT CPUC - EXEC. DIV. EMAIL ONLY EMAIL ONLY EMAIL ONLY, CA 00000 EMAIL ONLY, CA 00000

RAVINDER MANGAT TORY FRANCISCO EPP BRANCH - PROCUREMENT CALIFORNIA PUBLIC UTILITIES COMMISSION CALIFORNIA PUBLIC UTILITIES COMMISSION ENERGY DIVISION - RESIDENTIAL PROGRAMS EMAIL ONLY EMAIL ONLY EMAIL ONLY, CA 00000 EMAIL ONLY, CA 00000

ALEXANDER COLE ALICE GLASNER CALIF PUBLIC UTILITIES COMMISSION CALIF PUBLIC UTILITIES COMMISSION MARKET STRUCTURE, COSTS AND NATURAL GAS PROCUREMENT STRATEGY AND OVERSIGHT BRANC AREA AREA 505 VAN NESS AVENUE 505 VAN NESS AVENUE SAN FRANCISCO, CA 94102-3214 SAN FRANCISCO, CA 94102-3214

ALISON LABONTE ANA M. GONZALEZ CALIF PUBLIC UTILITIES COMMISSION CALIF PUBLIC UTILITIES COMMISSION ENERGY DIVISION ADMINISTRATIVE LAW JUDGE DIVISION AREA ROOM 2106 505 VAN NESS AVENUE 505 VAN NESS AVENUE SAN FRANCISCO, CA 94102-3214 SAN FRANCISCO, CA 94102-3214

AVA N. TRAN DANIEL BUCH CALIF PUBLIC UTILITIES COMMISSION CALIF PUBLIC UTILITIES COMMISSION ADMINISTRATIVE LAW JUDGE DIVISION ADMINISTRATIVE LAW JUDGE DIVISION ROOM 5041 ROOM 5018 505 VAN NESS AVENUE 505 VAN NESS AVENUE SAN FRANCISCO, CA 94102-3214 SAN FRANCISCO, CA 94102-3214

JAMES RALPH JAMIE ORMOND CALIF PUBLIC UTILITIES COMMISSION CALIF PUBLIC UTILITIES COMMISSION PRESIDENT BATJER MARKET STRUCTURE, COSTS AND NATURAL GAS ROOM 5037 AREA 505 VAN NESS AVENUE 505 VAN NESS AVENUE SAN FRANCISCO, CA 94102-3214 SAN FRANCISCO, CA 94102-3214

JEANNE MCKINNEY KARL STELLRECHT CALIF PUBLIC UTILITIES COMMISSION CALIF PUBLIC UTILITIES COMMISSION ADMINISTRATIVE LAW JUDGE DIVISION ELECTRICITY PRICING AND CUSTOMER PROGRAM ROOM 5112 AREA 505 VAN NESS AVENUE 505 VAN NESS AVENUE SAN FRANCISCO, CA 94102-3214 SAN FRANCISCO, CA 94102-3214

LISA PAULO MARNA ANNING CALIF PUBLIC UTILITIES COMMISSION CALIF PUBLIC UTILITIES COMMISSION

Page 11 of 12CPUC - Service Lists - A1411007

2/21/2020https://ia.cpuc.ca.gov/servicelists/A1411007_82757.htm

Page 61: STATE OF CALIFORNIA · weatherization that can help customers save energy and money. The ESA Program is available to income-qualified customers living in single-family, multifamily,

ENERGY EFFICIENCY BRANCH UTILITY & PAYPHONE ENFORCEMENT BRANCH AREA 4-A AREA 505 VAN NESS AVENUE 505 VAN NESS AVENUE SAN FRANCISCO, CA 94102-3214 SAN FRANCISCO, CA 94102-3214

SANDY GOLDBERG SARAH LERHAUPT CALIF PUBLIC UTILITIES COMMISSION CALIF PUBLIC UTILITIES COMMISSION COMMISSIONER RECHTSCHAFFEN ENERGY EFFICIENCY BRANCH ROOM 5202 AREA 505 VAN NESS AVENUE 505 VAN NESS AVENUE SAN FRANCISCO, CA 94102-3214 SAN FRANCISCO, CA 94102-3214

SEAN A. SIMON SHANNON O'ROURKE CALIF PUBLIC UTILITIES COMMISSION CALIF PUBLIC UTILITIES COMMISSION COMMISSIONER RECHTSCHAFFEN PRESIDENT BATJER ROOM 5201 AREA 4-A 505 VAN NESS AVENUE 505 VAN NESS AVENUE SAN FRANCISCO, CA 94102-3214 SAN FRANCISCO, CA 94102-3214

SYREETA GIBBS GENESIS TANG CALIF PUBLIC UTILITIES COMMISSION CALIF PUBLIC UTILITIES COMMISSION ENERGY EFFICIENCY BRANCH ENERGY EFFICIENCY BRANCH AREA 4-A 180 Promenade Circle, Suite 115 505 VAN NESS AVENUE Sacramento, CA 95834 SAN FRANCISCO, CA 94102-3214

KEVIN S. NAKAMURA CALIF PUBLIC UTILITIES COMMISSION UTILITY AUDIT, FINANCE AND COMPLIANCE BR 180 Promenade Circle, Suite 115 Sacramento, CA 95834

TOP OF PAGE BACK TO INDEX OF SERVICE LISTS

Page 12 of 12CPUC - Service Lists - A1411007

2/21/2020https://ia.cpuc.ca.gov/servicelists/A1411007_82757.htm