Subject: Supplemental Filing -- Modification of Customer ... · Subject: Supplemental Filing -- Modification of Customer Application Form for California Alternate Rates for Energy

Lee Schavrien Director

Regulatory Case Management and Tariff Administration

101 Ash Street

San Diego, CA 92101-3017

Tel: 619.696.4050 Pager: 800.456.9141

Fax: 619.696.4027

May 11, 2001 Advice No. 3003-A (U 904 G) Public Utilities Commission of the State of California Subject: Supplemental Filing -- Modification of Customer Application Form for

California Alternate Rates for Energy Program Southern California Gas Company (SoCalGas) hereby submits revisions to SoCalGas Form 6491-D, its customer application form for the California Alternate Rates for Energy (CARE) program, incorporated herein as Attachment B. Purpose This supplemental filing is being made at the request of the Commission’s Energy Division staff in order to revise Advice No. 3003, dated March 16, 2001, to include a self mailer CARE application form in addition to SoCalGas’ automated Customer Information System CARE application, incorporated herein as Attachment C. This self mailer CARE application form will include return paid postage and be used for outreach efforts with community-based organizations. This supplemental advice letter replaces Advice No. 3003 in its entirety. This advice filing is in compliance with the California Public Utilities Commission (Commission) Decision (D.) 00-09-036, Ordering Paragraph (OP) 6, issued on September 7, 2000 which directed the utilities to jointly develop a more standardized CARE application form. Background In D.00-09-036, the Commission directed Pacific Gas and Electric Company, SoCalGas, Southern California Edison, and San Diego Gas & Electric Company (collectively, the Utilities) to develop CARE application forms that request the same types and categories of information from all customers applying for the CARE program. The Utilities were directed to jointly develop such forms with public input and file proposed revisions in an Advice Letter filing by March 1, 2001. On February 28, 2001, the Commission approved an extension to the filing date until March 16, 2001.

Advice No. 3003-A - 2 - May 11, 2001

The Utilities held two public input forums to provide interested parties a venue to comment and offer suggestions regarding the data requested on their respective CARE applications. The first public input meeting was held on February 13, 2001, in Downey, and the second on February 14, 2001, in San Francisco. These meetings were scheduled to facilitate attendance by locating one meeting in southern California and the other in northern California. Toll-free call-in numbers were provided for interested parties who were unable to travel to the meeting sites. The list of participants for these workshops is provided in Attachment D. The Utilities’ respective CARE applications, while different in format, have generally asked the same information of applicants. Differences in application formats occurred due to differing business constraints of each utility and the fact that the Utilities have not been required to achieve more uniformity in their application forms in the past. For example, two of the utilities are required to enclose a CARE application in the billing envelope annually. This requirement constrains the size and format of the application. Public Input Process The public attendees, Commission and utility representatives offered a variety of suggestions aimed at improving the CARE application forms during the public input meetings. Some comments and suggestions were diametrically opposed to other comments and suggestions provided by those in attendance. In some cases, substantial discussion helped parties reach a consensus on issues. Some issues were unable to be resolved and may be addressed at a later date. Attachment E lists public comments and subsequent discussions from the two public meetings. It also lists items that the Utilities were able to incorporate into their CARE applications at this time, as well as those suggestions that will be kept for analysis and possible implementation in the future. Consensus Issues After considering the public input and comments, the Utilities determined that the following changes are appropriate for immediate standardization on their respective CARE applications: • Personal Information: Each utility’s CARE application form will request the

following customer information:1

° Customer Name ° Service address ° Utility Account Number ° Telephone Number (with the option of requesting “home” and “work” numbers) ° Total annual household income ° Number of persons in household, broken down by the categories of “Adults,”

“Children,” and “Total.”

1 Utilities with the capability of providing computer-generated applications will have the flexibility to

include the Customer Name, Service Address, and Account Number as pre-printed items on the form.

Advice No. 3003-A - 3 - May 11, 2001

• Types and Sources of Income: A list of the types and sources of income that applicants can use to calculate their annual income to determine their eligibility for CARE will be included on each utility’s CARE application in the following order and format:

° Wages or Salaries ° Disability Payments ° TANF (AFDC) ° Interest or Dividends from: ° Workers Compensation ° Food Stamps

° Savings Accounts, ° Social Security, SSI, SSP ° Child Support ° Stocks or Bonds, or ° Pensions ° Cash and/or ° Retirement Accounts ° Insurance Settlements Other Income

° Unemployment Benefits ° Legal Settlements ° Spousal Support ° Rental or Royalty Income ° Scholarships, Grants, or Other Aid Used for Living Expenses ° Profit from Self-Employment (IRS Form 1040, Schedule C, line 29)

• Income Qualifications: Each utility will list the income qualifications per household

size in a table with the following format:2

MAXIMUM HOUSEHOLD INCOME Number of Persons

in Household Total Combined Annual

Income 1 or 2 $XX,XXX

3 $XX,XXX 4 $XX,XXX 5 $XX,XXX

Add $X,XXX for each additional person.

• Declaration and Self-Certification Statement: The following declaration and self-certification statement of eligibility and signature block will be printed on each utility’s CARE application in the following manner:

“I state that the information I have provided in this application is true and correct. I agree to provide proof of income, if asked. I agree to inform SoCalGas if I no longer qualify to receive the discount. I understand that if I receive the discount without qualifying for it, I may be required to pay back the discount I received. I understand that SoCalGas can share my information with other utilities or their agents to enroll me in their assistance programs.” __________________________________________________ Customer Signature Date

• Other Assistance Information: Each utility will print the title and LIHEAP referral

statement that will read as follows:

Other programs and services you may qualify for: LIHEAP – Low Income Home Energy Assistance Program. Provides bill

2 Pursuant to Resolution E-3524, the CARE income qualification guidelines are updated annually. The

new income guidelines for 2001 will be inserted into the Maximum Household Income table upon receipt from the Commission’s Energy Division.

Advice No. 3003-A - 4 - May 11, 2001

payment assistance, emergency bill assistance and weatherization services. Call the Department of Community Services and Development at 1-800-433-4327 for more information.”

Each utility will have the discretion to list other utility services for which customers may be eligible. This flexibility allows each utility to list additional services available to customers within the format and space limitations of the Utility.

Specific Modifications To SoCalGas’ CARE Application Form SoCalGas has incorporated changes to its CARE application, Form 6491, to reflect the consensus issues discussed above and has included specific modifications as listed below. The revised application form is included as Attachment B.

• Household Size and Annual Income: SoCalGas was able to incorporate two separate questions, regarding the number of persons and income for the household, into one question. As a result of standardizing the Income Qualifications section and including the table as shown above, the revised question #1 will now read as follows:

1. Check the total number of persons in your household and the total

yearly household income for all persons in your household from all sources:

• Clarification Change: In order to provide clarification for customers, SoCalGas

is including a title over the section which lists telephone numbers to call for information in other languages. The title will read as follows:

For information in other languages, call:

Effect On Service No cost information is required for this advice filing. This advice filing will not increase any rate or charge, cause the withdrawal of service, or conflict with any other schedule or rule. Protest Anyone may protest this advice letter to the California Public Utilities Commission. The protest must state the grounds upon which it is based, including such items as financial and service impact, and should be submitted expeditiously. The protest must be made in writing and received within 20 days of the date this advice letter was filed with the Commission. There is no restriction on who may file a protest. The address for mailing or delivering a protest to the Commission is:

Energy Division - IMC Branch California Public Utilities Commission 505 Van Ness Avenue, 4th Floor San Francisco, CA 94102

Advice No. 3003-A - 5 - May 11, 2001

It is also requested that a copy of the protest be sent via electronic mail and facsimile to SoCalGas on the same date it is mailed or delivered to the Commission (at the addresses shown below).

Attn: Sid Newsom Regulatory Tariff Administration - GT14D6 555 West Fifth Street Los Angeles, CA 90013-1011 Facsimile No. (213) 244-4957 E-Mail: [email protected]

Attn: C. Richard Swanson Regulatory Tariff Manager - HQ14D 101 Ash Street San Diego, CA 92101-3017 Facsimile No. (619) 696-4027 E-Mail: [email protected]

Effective Date SoCalGas respectfully requests that this supplemental filing shall become effective on the date the Energy Division staff sends a letter to SoCalGas notifying SoCalGas that the filing has been reviewed and approved, but no later than May 21, 2001. Notice In accordance with Section III.G of General Order No. 96-A, a copy of this advice letter is being sent to the parties listed on Attachment A which includes the interested parties in R.98-07-037.

_________________________________ LEE SCHAVRIEN

Director -- Regulatory Case Management and Tariff Administration

Attachments

ATTACHMENT A

Advice No. 3003-A

(See Attached Service Lists)

AFBCA/DB March3430 Bundy Ave., Bldg. 3408March AFC, CA 92518-1504

ACN EnergyCharles [email protected]

ACN EnergyHans [email protected]

ACN EnergyMark [email protected]

ACN EnergyTony [email protected]

Aglet Consumer AllianceJames [email protected]

Alcantar & ElsesserKari [email protected]

Alcantar & ElsesserPhil Vizcarra1 Embarcadero Center, #2420San Francisco, CA 94111

Aquila EnergyCindi [email protected]

Arter & HaddenDan [email protected]

BC Gas Utility Ltd.Gas Purchasing1111 West Georgia StreetVancouver, British ColumbiaCanada V6E 4M4

BP Amoco, Reg. AffairsMarianne JonesWL 14.328501 West Lake Park Blvd.Houston, TX 77079

Barkovich & YapCatherine E. [email protected]

Berliner, Camdon & JimisonJohn [email protected]

Beta ConsultingJohn [email protected]

CPUCConsumer Affairs Branch505 Van Ness Ave., #2003San Francisco, CA 94102

CPUCEnergy Rate Design & Econ.505 Van Ness Ave., Rm. 4002San Francisco, CA 94102

CSC EnergyJulie [email protected]

CSC EnergyRon [email protected]

CSC EnergyStacy [email protected]

Calpine CorpAvis [email protected]

City of AnaheimBen Nakayama, Resource PlannerPublic Utilities Dept.P. O. Box 3222Anaheim, CA 92803

City of AzusaLight & Power Dept.215 E. Foothill Blvd.Azusa, CA 91702

City of BanningPaul ToorElectric Utilities DirectorP. O. Box 998Banning, CA 92220

City of BurbankFred Fletcher/Ronald Davis164 West Magnolia Blvd., Box 631Burbank, CA 91503-0631

City of ColtonThomas K. ClarkeElectric Utility Director650 N. La Cadena DriveColton, CA 92324

City of GlendaleLarry [email protected]

City of LompocH. Paul Jones100 Civic Center PlazaLompoc, CA 93438

City of Long Beach, Gas Dept.Chris Garner2400 East Spring StreetLong Beach, CA 90806-2385

City of Los AngelesCity Attorney1700 City Hall EastLos Angeles, CA 90012

Case Id: T-ADVICE Case Description: Advice Letter Distribution List Page: 1

City of PasadenaManuel A. Robledo150 S. Los Robles Ave., #200Pasadena, CA 91101

City of RiversideStephen [email protected]

City of VernonKenneth J. [email protected]

Coral EnergyWalter [email protected]

County of Los AngelesOtto RadtkeISD/Energy Mgmt. Div.1100 Northeastern Ave., Rm. 101Los Angeles, CA 90063

Crossborder EnergyTom Beachtomb@crossborderenergy

Davis Wright Tremaine, LLPEdward W. O'NeillOne Embarcadero Center, #600San Francisco, CA 94111-3834

Davis, Wright, TremaineJudy [email protected]

Dir., Public Utility Services Div.Public Bldgs. Serv., Rm. 7325General Services Administration18th and F Streets, N.W.Washington, D.C. 20405

Downey BrandAnn [email protected]

Downey BrandPhil [email protected]

DynegyJoseph M. [email protected]

Edison SourceUsha Kondragunta955 Overland Ct.San Dimas, CA 91773-1718

Edson & Modisette

925 L Street, Ste 1490Sacramento, CA 95814

El Paso Natural Gas CompanyRichard O. BaishP. O. Box 1492El Paso, TX 79978

Energy Law Group, LLPAndrew [email protected]

Energy Law Group, LLPDiane [email protected]

Enserch Gas Marketing, Inc.Cathy Hawes353 Sacramento, St., Suite 400San Francisco, CA 94111

General Services AdministrationFacilities Management (9PM-FT)450 Golden Gate Ave.San Francisco, CA 94102-3611

Goodin, MacBride, SqueriJ. H. [email protected]

Goodin, MacBride, SqueriJames D. [email protected]

Imperial Irrigation DistrictK. S. Noller, Asst. Gen Mgr., PowerP. O. Box 937Imperial, CA 92251

JBS EnergyJeff [email protected]

Jeffer, Mangels, Butler & Marmaro

One Sansome Street, 12th FloorSan Francisco, CA 94104-4430

Jones, Day, Reavis, & PogueNorman A. Pedersen, Esq.555 West 5th Street, #4600Los Angeles, CA 90013-1025

LADWPNevenka [email protected]

LADWPRandy HowardP. O. Box 51111, Rm. 956Los Angeles, CA 90051-0100

Law Offices of William H. BoothWilliam [email protected]

LeBoeuf, Lamb, GreeneChristopher [email protected]

Luce, ForwardJohn [email protected]


MRW & AssociatesRobert [email protected]

Matthew Brady & AssociatesMatthew [email protected]

National Utility Service, Inc.Jim BoyleOne Maynard Drive, P. O. Box 712Park Ridge, NJ 07656-0712

Navigant ConsultingKatie [email protected]

Office of Energy AssessmentsBill [email protected]

Pacific Gas & Electric Co.John ClarkeRegulatory R77 Beale, B30A B10CSan Francisco, CA 94105

Questar Southern TrailsLenard [email protected]

Regulatory & Cogen Services, Inc.Donald W. Schoenbeck900 Washington Street, #1000Vancouver, WA 98660

Richard Hairston & Co.Richard [email protected]

SCANA EnergyRandy [email protected]

SCEColin E. [email protected]

SCEJohn [email protected]

SCEKevin [email protected]

SCESharon [email protected]

Sempra SolutionsMarie [email protected]

Southern California Edison CoFileroom Supervisor2244 Walnut Grove Ave.Room 290, GO1Rosemead, CA 91770

Southern California Edison CoKaryn Gansecki601 Van Ness Ave., #2040San Francisco, CA 94102

Southern California Edison Co.Peter S. GoeddelP. O. Box 800Rosemead, CA 91770

Southwest Gas Corp.Edward ZubP. O. Box 98510Las Vegas, NV 89193-8510

Suburban Water SystemBob Kelly, Manager, Reg. Affairs1211 E. Center Court DriveCovina, CA 91724

Sutherland, Asbill & BrennanKeith [email protected]

TURNMarcel [email protected]

TURNMike [email protected]

Vandenberg AFBKen [email protected]

Western Division, Naval FacilitiesEngineering Code 1642900 Commodore Dr.San Bruno, CA 94066-2402

White & CaseRegulatory [email protected]


RICHARD ESTEVES SESCO, INC. 77 YACHT CLUB DRIVE LAKE FOREST, NJ 7849

KEITH R. MCCREA SUTHERLAND, ASBILL & BRENNAN LLP 1275 PENNSYLVANIA AVE., N.W., SUITE 800 WASHINGTON, DC 20004-2415

KAY DAVOODI NAVY RATE INTERVENTION OFFICE 1314 HARWOOD STREET SE WASHINGTON NAVY YARD, DC 20374-5018

A BRUBAKER BRUBAKER & ASSOCIATES, INC. 1215 FERN RIDGE PARKWAY, SUITE 208 ST. LOUIS, MO 63141

BILL PASCARELLA APS ENERGY SERVICES CO., INC. PO BOX 53901, MS 8103 PHOENIX, AZ 85072-3901

JEFF SCHLEGEL 1167 SAMALAYUCA DRIVE TUCSON, AZ 85704-3224

DONNA JONES-MOORE SOUTHERN CALIFORNIA GAS COMPANY 555 W. FIFTH STREET-ML GT28A4 LOS ANGELES, CA 90013-1011

FRANK A. SPASARO SOUTHERN CALIFORNIA GAS COMPANY 555 WEST FIFTH STREET, ML-22E2 LOS ANGELES, CA 90013-1011

NORMAN A. PEDERSEN JONES, DAY, REAVIS & POGUE 555 WEST FIFTH STREET, SUITE 4600 LOS ANGELES, CA 90013-1025

MICHAEL YAMADA CITY OF L.A. DEPT OF WATER AND POWER PO BOX 111 LOS ANGELES, CA 90051

TIM KRAUSE PO BOX 519 CYPRESS, CA 90630

WALLIS J. WINEGARD WINEGARD ENERGY 1755 HUNTINGTON DR STE 201 DUARTE, CA 91010-2567

RICHARD SHAW CHASE SHANNON PO BOX 469 FILLMORE, CA 91305

DANIEL W. DOUGLASS ARTER & HADDEN LLP 5959 TOPANGA CANYON BLVD., STE 244 WOODLAND HILLS, CA 91367

LAURA A. LARKS SOUTHERN CALIFORNIA EDISON COMPANY 2244 WALNUT GROVE AVENUE ROSEMEAD, CA 91770

JON S. SILVA EDISON SOURCE 955 OVERLAND COURT SAN DIMAS, CA 91773

A. Y. AHMED OCCIDENTAL ANALYTICAL GROUP 1313 N GRAND AVENUE, STE 392 WALNUT, CA 91789

DON WOOD SAN DIEGO GAS & ELECTRIC 4539 LEE AVENUE LA MESA, CA 91941

RICHARD SPERBERG ONSITE/SYCOM 701 PALOMAR AIRPORT ROAD RM 200 CARLSBAD, CA 92009

BRUCE PATTON RANCHO VALLEY BUILDERS, INC. 647 AERO WAY ESCONDIDO, CA 92029

ROBERT F. MANIFOLD AARP 6993 VIA VALVERDE LA JOLLA, CA 92037

DENIS TURNER SOUTHERN CALIFORNIA TRIBAL CHAIRMEN PO BOX 1470 VALLEY CENTER, CA 92082

LYNN G. VAN WAGENEN SEMPRA ENERGY 101 ASH STREET SAN DIEGO, CA 92101

ALESSANDRA M. MESSINEO LONG SEMPRA ENERGY 101 ASH STREET, HQ12 SAN DIEGO, CA 92101-3017

JAMES F. WALSH SAN DIEGO GAS & ELECTRIC COMPANY PO BOX 1831 SAN DIEGO, CA 92112

YOLE WHITING SAN DIEGO GAS & ELECTRIC CO. 8306 CENTURY PARK COURT SAN DIEGO, CA 92123

CHARLES J HAHN 611 ANTON BLVD SUITE 700 COSTA MESA, CA 92626

DENNIS DOBKOWSKI RESIDENTIAL ENERGY EFFICIENCY 19896 FELICIA DRIVE YORBA LINDA, CA 92886

LEE RIGGAN VENTURA COUNTY COMMISSION ON 621 RICHMOND AVENUE OXNARD, CA 93030

RON KNECHT ADVOCATES FOR THE PUBLIC INTEREST (API) 1465 MARLBOROUGH AVENUE LOS ALTOS, CA 94024-5742

NORMAN J. FURUTA DEPARTMENT OF THE NAVY 900 COMMODORE DRIVE SAN BRUNO, CA 94066-5006

WILLIAM F. PARKER BAY AREA POVERTY RESOURCE COUNCIL 930 BRITTAN AVENUE SAN CARLOS, CA 94070

BOB FINKELSTEIN THE UTILITY REFORM NETWORK 711 VAN NESS AVENUE, SUITE 350 SAN FRANCISCO, CA 94102

REGINA COSTA THE UTILITY REFORM NETWORK 711 VAN NESS AVENUE, SUITE 350 SAN FRANCISCO, CA 94102

James E. Scarff CALIF PUBLIC UTILITIES COMMISSION 505 VAN NESS AVENUE ROOM 5121 SAN FRANCISCO, CA 94102-3214

LESLIE ABRAMS THE GREENLINING INSTITUTE 785 MARKET ST., 3RD FLOOR SAN FRANCISCO, CA 94103

LUIS ARTEAGA LATINO ISSUES FORUM 785 MARKET ST., 3RD FL. SAN FRANCISCO, CA 94103

SUSAN E. BROWN LATINO ISSUES FORUM 785 MARKET STREET, 3RD FLOOR SAN FRANCISCO, CA 94103-2003

EVELYN KAHL ALCANTAR & KAHL, LLP 120 MONTGOMERY STREET, SUITE 2200 SAN FRANCISCO, CA 94104

THOMAS J. O'ROURKE O'ROUKE & COMPANY 44 MONTGOMERY STREET, RM 1705 SAN FRANCISCO, CA 94104

IRENE K. MOOSEN GRUENEICH RESOURCE ADVOCATES 582 MARKET STREET, SUITE 1020 SAN FRANCISCO, CA 94104-5305

SHERYL CARTER NATURAL RESOURCES DEFENSE COUNCIL 71 STEVENSON STREET, SUITE 1825 SAN FRANCISCO, CA 94105

ROBERT B. MCLENNAN PACIFIC GAS AND ELECTRIC COMPANY POST OFFICE BOX 7442 SAN FRANCISCO, CA 94120

SARA STECK MYERS 122 28TH AVENUE SAN FRANCISCO, CA 94121

ROBERTO HARO SAN FRANCISCO STATE UNIVERSITY 1600 HOLLOWAY AVENUE SAN FRANCISCO, CA 94132

RENEE H. GUILD ELECTRIC POWER RESEARCH INSTITUTE 3412 HILLVIEW AVENUE PALO ALTO, CA 94304-1395

ROXANNE FIGUEROA RICHARD HEATH AND ASSOCIATES, INC. 1420 HARBOR BAY PKWY STE 145 ALAMEDA, CA 94502-7088

MICHAEL ROCHMAN SPURR 1430 WILLOW PASS ROAD, SUITE 240 CONCORD, CA 94520

ROBERT MOWRIS ROBERT MOWRIS & ASSOCIATES 10 RIDGE LANE ORINDA, CA 94563

WILLIAM H. BOOTH LAW OFFICES OF WILLIAM H. BOOTH 1500 NEWELL AVENUE, SUITE 500 WALNUT CREEK, CA 94596

STANLEY I. ANDERSON POWER VALUE INCORPORATED 964 MOJAVE CT WALNUT CREEK, CA 94598

DAN KIRSHNER ENVIRONMENTAL DEFENSE FUND 5655 COLLEGE AVE., SUITE 304 OAKLAND, CA 94618

DONALD W. AITKEN, PH.D. UNION OF CONCERNED SCIENTISTS 2397 SHARTUCK AVENUE, SUITE 203 BERKELEY, CA 94704

CARL BLUMSTEIN UNIVERSITY OF CALIFORNIA BERKELEY 2539 CHANNING WAY BERKELEY, CA 94720

BARBARA R. BARKOVICH BARKOVICH AND YAP, INC. 32 EUCALYPTUS LANE SAN RAFAEL, CA 94901

EDWARD B. LOZOWICKI COUDERT BROTHERS 303 ALMADEN BLVD, FIFTH FLOOR SAN JOSE, CA 95110-2721

RITA NORTON CITY OF SAN JOSE 777 N. 1ST STREET SAN JOSE, CA 95112

EILEEN A. KOCH CALPINE CORPORATION 50 W. SAN FERNANDO ST. SAN JOSE, CA 95113

ANDREW SKAFF ALPINE NATURAL GAS OPERATING COMPANY 2453 GRAND CANAL BLVD. STOCKTON, CA 95207

RAY CZAHAR 5650 GRAVENSTEIN HIGHWAY-RTE 116 NORTH FORESTVILLE, CA 95436

MARK J. BERMAN DAVIS ENERGY GROUP 123 C STREET DAVIS, CA 95616

RAYMOND J. CZAHAR WEST COAST GAS CO., INC. 10157 MISSILE WAY MATHER, CA 95655

PHILIP M. VERMEULEN 3457 CASTLE CREEK CT. ROSEVILLE, CA 95661-7354

CAROLYN A. BAKER DUKE ENERGY NORTH AMERICA 980 NINTH STREET, 16TH FLOOR SACRAMENTO, CA 95814

DOUG GRANDY OFFICE OF ENERGY ASSESSMENTS 717 K STREET, SUITE 409 SACRAMENTO, CA 95814

EMILIO E. VARANINI, I I I LIVINGSTON & MATTESICH 1201 K STREET, STE 1100 SACRAMENTO, CA 95814

ERIC WONG CATERPILLAR, INC. 980 NINTH STREET, STE 2200 SACRAMENTO, CA 95814

ROBERT E. BURT INSULATION CONTRACTORS ASSOCIATION 1911 F STREET SACRAMENTO, CA 95814

KEVIN SMITH CALIFORNIA MANUFACTURERS ASSOCIATION 980 9TH STREET, STE 2200 SACRAMENTO, CA 95814-2742

LYNN M. HAUG ELLISON & SCHNEIDER 2015 H STREET SACRAMENTO, CA 95814-3109

JENNIFER TACHERA CALIFORNIA ENERGY COMMISSION 1516 NINTH STREET, MS-14 SACRAMENTO, CA 95814-5504

GLYNNIS JONES APPLIANCE RECYCLING CNTRS OF AMERICA PO BOX 163125 SACRAMENTO, CA 95816

JOY OMANIA CALIFORNIA/NEVADA COMMUNITY 225 30TH STREET, SUITE 200 SACRAMENTO, CA 95816

CHRISTOPHER S. TAYLOR CALIFORNIA/NEVADA COMMUNITY 225 30TH STREET SUITE 200 SACRAMENTO, CA 95816-3359

JAMES HODGES 4720 BRAND WAY SACRAMENTO, CA 95819

JAMES HODGES 4720 BRAND WAY SACRAMENTO, CA 95819

NEAL A. JOHNSON CALIFORNIA INTEGRATED WASTE MGMT BOARD 8800 CAL CENTER DRIVE SACRAMENTO, CA 95826-3268

KAREN MILLS CALIFORNIA FARM BUREAU FEDERATION 2300 RIVER PLAZA DRIVE SACRAMENTO, CA 95833

RONALD LIEBERT CALIFORNIA FARM BUREAU FEDERATION 2300 RIVER PLAZA DRIVE SACRAMENTO, CA 95833

BRYAN GRIESS RESOURCE MANAGEMENT INTERNATIONAL 3100 ZINFANDEL DRIVE, SUITE 600 SACRAMENTO, CA 95852-1516

DANA S. APPLING SACRAMENTO MUNICIPAL UTILITY DISTRICT PO BOX 15830 SACRAMENTO, CA 95852-1830

MICHAEL ALCANTAR ALCANTAR & KAHL LLP 1300 SW 5TH AVENUE., SUITE 1750 PORTLAND, OR 97201

LINDA WILLIAMS UTILITY REFORM PROJECT 10266 S.W. LANCASTER ROAD PORTLAND, OR 97219

DANIEL W. MEEK 10949 S.W. 4TH AVENUE PORTLAND, OR 97219-7715

CARL ROBERT ARON ITRON, INC. 2818 N. SULLIVAN ROAD SPOKANE, WA 99216

NANCY BROCKWAY NATIONAL CONSUMER LAW CENTER, INC. 18 TREMON STREET, SUITE 400 BOSTON, MA 2108

Maria E. Stevens CALIF PUBLIC UTILITIES COMMISSION 320 WEST 4TH STREET SUITE 500 LOS ANGELES, CA 90013

HENRY KNAWLS COUNTY OF LOS ANGELES 3175 WEST 6TH STREET RM 200 LOS ANGELES, CA 90020

IVY WALKER CALIFORNIA PUBLIC UTILITIES COMMISSION 505 VAN NESS AVENUE SAN FRANCISCO, CA 94102

JOHN GALLOWAY CALIFORNIA PUBLIC UTILITIES COMMISSION 505 VAN NESS AVE, AREA 4-A SAN FRANCISCO, CA 94102

Anthony Fest CALIF PUBLIC UTILITIES COMMISSION 505 VAN NESS AVENUE ROOM 4205 SAN FRANCISCO, CA 94102-3214

Barbara A. Morton CALIF PUBLIC UTILITIES COMMISSION 505 VAN NESS AVENUE AREA 4-A SAN FRANCISCO, CA 94102-3214

Darwin Farrar CALIF PUBLIC UTILITIES COMMISSION 505 VAN NESS AVENUE ROOM 5039 SAN FRANCISCO, CA 94102-3214

David E. Morse CALIF PUBLIC UTILITIES COMMISSION 505 VAN NESS AVENUE ROOM 4102 SAN FRANCISCO, CA 94102-3214

Helen W. Yee CALIF PUBLIC UTILITIES COMMISSION 505 VAN NESS AVENUE ROOM 5031 SAN FRANCISCO, CA 94102-3214

Jay Morse CALIF PUBLIC UTILITIES COMMISSION 505 VAN NESS AVENUE ROOM 4101 SAN FRANCISCO, CA 94102-3214

Jonathan P. Tom CALIF PUBLIC UTILITIES COMMISSION 505 VAN NESS AVENUE ROOM 4209 SAN FRANCISCO, CA 94102-3214

Josie Webb CALIF PUBLIC UTILITIES COMMISSION 505 VAN NESS AVENUE ROOM 4209 SAN FRANCISCO, CA 94102-3214

Judith Ikle CALIF PUBLIC UTILITIES COMMISSION 505 VAN NESS AVENUE AREA 4-A SAN FRANCISCO, CA 94102-3214

Julie A Fitch CALIF PUBLIC UTILITIES COMMISSION 505 VAN NESS AVENUE AREA 4-A SAN FRANCISCO, CA 94102-3214

Meg Gottstein CALIF PUBLIC UTILITIES COMMISSION 505 VAN NESS AVENUE ROOM 5044 SAN FRANCISCO, CA 94102-3214

Ourania M. Vlahos CALIF PUBLIC UTILITIES COMMISSION 505 VAN NESS AVENUE ROOM 5125 SAN FRANCISCO, CA 94102-3214

Robert C. Cagen CALIF PUBLIC UTILITIES COMMISSION 505 VAN NESS AVENUE ROOM 5124 SAN FRANCISCO, CA 94102-3214

Stephen J. Rutledge CALIF PUBLIC UTILITIES COMMISSION 505 VAN NESS AVENUE AREA 4-A SAN FRANCISCO, CA 94102-3214

Thomas W. Thompson CALIF PUBLIC UTILITIES COMMISSION 505 VAN NESS AVENUE ROOM 4209 SAN FRANCISCO, CA 94102-3214

Valerie Beck CALIF PUBLIC UTILITIES COMMISSION 505 VAN NESS AVENUE AREA 4-A SAN FRANCISCO, CA 94102-3214

Zaida Amaya-Pineda CALIF PUBLIC UTILITIES COMMISSION 505 VAN NESS AVENUE AREA 4-A SAN FRANCISCO, CA 94102-3214

MEG GOTTSTEIN PO BOX 210 VOLCANO, CA 95689

DAVID ABELSON CALIFORNIA ENERGY COMMISSION 1516 9TH STREET, MS-14 SACRAMENTO, CA 95814

DAVID HUNGERFORD CALIFORNIA ENERGY COMMISSION 1516 NINTH STREET, MS-22 SACRAMENTO, CA 95814

Don Schultz CALIF PUBLIC UTILITIES COMMISSION 770 L STREET, SUITE 1050 SACRAMENTO, CA 95814

JOHN P. ROZSA STATE CAPITOL, ROOM 408 SACRAMENTO, CA 95814

MICHAEL MESSENGER CALIFORNIA ENERGY COMMISSION 1516 9TH STREET, MS-22 SACRAMENTO, CA 95814

RODERICK A. CAMPBELL CALIFORNIA PUBLIC UTILITIES COMMISSION 770 L STREET, STE 1050 SACRAMENTO, CA 95814

TIM TUTT CALIFORNIA ENERGY COMMISSION 1516 9TH STREET, MS-45 SACRAMENTO, CA 95814

TIMOTHY M. DAYONOT DEPT. OF COMMUNITY SERVICES AND DEV. 700 NORTH TENTH STREET RM 258 SACRAMENTO, CA 95814-0338

ULLA MAIJA WAIT STATE OF CALIFORNIA 700 NORTH 10TH ST., ROOM 258 SACRAMENTO, CA 95814-0338

BRUCE CENICEROS CALIFORNIA ENERGY COMMISSION 1516 9TH STREET, MS-42 SACRAMENTO, CA 95814-5512

MONICA RUDMAN CALIFORNIA ENERGY COMMISSION 1516 9TH STREET, MS-42 SACRAMENTO, CA 95814-5512

ATTACHMENT B

Advice No. 3003-A

REVISED CARE APPLICATION

ATTACHMENT B DATE: __ __ - __ __ - __ __

Account Number: __ __ __ - __ __ __ - __ __ __ __ Source Code: _________

California Alternate Rates for Energy (CARE) Application

+ �� Check the total number of persons in your household and the total yearly household income for all persons in your household from all sources:

MAXIMUM HOUSEHOLD MEMBERS AND INCOME

Number of Persons Total Combined

In Household Annual Income

a. 1 or 2 a. $18,800

b. 3 b. $22,200

c. 4 c. $26,700

d. 5 d. $31,200

e. Over 5, Enter the e. Over $31,200, Enter the

Number: Amount: $

For each additional person in your household add $4,500

� Adults:_______ Children:______ Total Number:___________

+ �� Check all sources of income for your household: r Wages or Salaries r Disability Payments r TANF (AFDC) Interest or Dividends from: r Workers Compensation r Food Stamps r Savings Accounts, r Social Security, SSI, SSP r Child Support r Stocks or Bonds, or r Pensions r Cash and/or r Retirement Accounts r Insurance Settlements Other Income r Unemployment Benefits r Legal Settlements r Spousal r Rental or Royalty Income Support r Scholarships, Grants, or Other Aid Used for Living Expenses r Profit from Self-Employment (IRS Form 1040, Schedule C, line 29)

+ �� Can anyone else claim you as a dependent on his/her Income Tax (other than your spouse)? r Yes r No

Declaration and Self-Certification Statement: I state the information I have provided in this application is true and correct. I agree to provide proof of income if asked. I agree to inform SoCalGas if I no longer qualify to receive the discount. I know that if I receive any discount without qualifying for it, I may be required to pay back the discount I received. I understand that SoCalGas can share my information with other utilities or their agents to enroll me in their assistance programs.

Signature:_________________________ - Date:_________ ( Phone No.:(____)___________ Did you complete � through �? Southern California Gas Company Form 6491-1E (03/01)

NAME: ____________________________________________ ADDRESS: ____________________________________________

CITY: ____________________________________________

Pease return application to: THE GAS COMPANY, CARE PROGRAM M L 711A, PO BOX 3249, LOS ANGELES CA 90051-1249

How to Apply for the California Alternate Rates for Energy (CARE) program: You may be eligible for a 15% discount on your gas bill at your primary residence. You may also qualify for a 60% discount on your Service Establishment Charge if you are qualified within 90 days of starting new gas service. To apply, please complete the application form included and return it in the envelope provided. You will receive your discount(s) once your completed, signed application is approved by The Gas Company.

VERIFICATION: You may be asked at a later date to verify your household’s eligibility for CARE. If requested, you must provide proof of income for all persons living in your household. If you do not reply or are found not eligible, you may receive corrected billings.

ELIGIBILITY REQUIREMENTS (All Must Be Met): • The gas bill is in your name. • No one else can claim you as a dependent on his/her Income Tax (other than

your spouse). • Your total yearly household income (the income or aid received by all

persons living in your home) -- before deductions -- is no more than the income level shown below.

• You reapply for CARE every time you move. • You renew your application for CARE every 2 years. • You verify your eligibility for CARE, if requested. • You notify The Gas Company within 30 days of any changes in your eligibility.

Number of Persons in Household: 1 2 3 4 5 Total Yearly Household Income No More Than: $18,800 $18,800 $22,200 $26,700 $31,200 For each additional person in your household add $4,500

What Counts as Income? Total household income is all revenues, from all household members, from whatever sources derived, including but not limited to: wages, salaries, interest, dividends, spousal and child support payments; public assistance payments, Social Security and pensions, rental income, income from self-employment, and all employment-related non-cash income.

Other programs and services you may qualify for: LIHEAP- Low Income Home Energy Assistance Program. Provides bill payment assistance, emergency bill assistance and weatherization services. Call the California Department of Community Services at 1-800-433-4327. DAP - The SoCalGas Direct Assistance Program for weatherization services. Call 1-800-331-7593.

For information in other languages, call SoCalGas at: English: 1-800-427-2200 Mandarin: 1-800-427-1429 Spanish: 1-800-342-4545 Korean: 1-800-427-0471 Cantonese: 1-800-427-1420 Vietnamese: 1-800-427-0478 Southern California Gas Company Form 6491-D (6/01)

ATTACHMENT C

Advice No. 3003-A

SELF MAILER CARE APPLICATION

California Alternate Rates for Energy (CARE) Application Solicitud para el Programa de Tarifas Alternativas para Energía en California (CARE)

Date/Fecha ______________ Account Number/Número de cuenta __________________________

+ �� Check the total number of persons in your household/Marque el número total de personas que viven en su hogar:

r One/Uno (1) r Two/Dos (2) r Three/Tres (3) r Four/Cuatro (4) r Five/Cinco (5) r More than Five/Más de Cinco (5+), Number/Número:________

� Adults/Adultos_______ Children/Hijos______ Total Number/Número Total___________ + �� Check the total yearly household income for all persons in your household from all sources/Marque el

número total de personas en su hogar y el ingreso anual total de su hogar de todas las personas viviendo en su hogar, y de todas fuentes de ingresos:

a. r $0 to $18,800 d. r $26,701 to $31,200 b. r $18,801 to $22,200 e. r More than $31,200/Más de $31,200, Total Income/Ingreso total: c. r $22,201 to $26,700 $_______________

+ �� Check all sources of income for your household/Marque todas las fuentes de ingresos de su hogar:

r Wages or Salaries/Sueldos o salarios r Interest or Dividends from/Interés o dividendos de: r Savings Accounts/Cuentas de ahorros r Stocks or Bonds/Acciones o bonos r Retirement Accounts/Cuentas de retiro r Unemployment Benefits/Beneficios de desempleo r Rental or Royalty Income/Ingresos de alquiler o regalías r Scholarships, Grants, or Other Aid Used for Living Expenses/Becas, subvenciones, u otra ayuda usada

para sufragar el costo de vida r Profit from Self-Employment (IRS Form 1040, Schedule C, line 29)/Ganancias de autoempleo (Forma 1040, delete space

tabla C, línea 29 del IRS) r Disability Payments/Pagos de discapacitación r Workers Compensation/Compensación al trabajador r Social Security, SSI, SSP/Seguro Social, SSI, SSP r Pensions/Pensiones r Insurance Settlements/Indemnizaciones de seguro r Legal Settlements/Indemnizaciones legales r TANF (AFDC) r Food Stamps/Estampillas de comida r Child Support/Apoyo para los hijos r Cash and/or Other Income/Dinero en efectivo y/o otros ingresos r Spousal Support/Apoyo de cónyuge

+ ÍÍ Can anyone else claim you as a dependent on his/her Income Tax (other than your spouse)? ¿Alguien (que no delete space sea su cónyuge) podría declararle como dependiente en la declaración de impuestos? rYes/Sí rNo/No Declaration and Self-Certification Statement: I state the information I have provided in this application is true and correct. I agree to provide proof of income if asked. I agree to inform The Gas Company if I no longer qualify to receive the discount. I know that if I receive any discount without qualifying for it, I may be required to pay back the discount I received. I understand that The Gas Company can share my information with other utilities or their agents to enroll me in their assistance programs. Declaración y afirmación de autocertificación: Yo declaro que la información provista en esta solicitud es verdadera y correcta. Si en algún momento no califico para recibir el descuento, notificaré a The Gas Company. Si ya no califico pero sigo recibiendo el descuento, tal vez tendré que pagar la cantidad del descuento que recibí. Entiendo que The Gas Company puede compartir mi información con otros servicios públicos o sus representantes, para registrarme en sus programas de asistencia.

- Signature/Firma:______________________________________ Date/Fecha:__________________

( Phone/Teléfono:(____)______________ Did you complete �� through ÍÍ? ¿Completó preguntas número �� a ÍÍ?

Source Code: __________________ Southern California Gas Company Form 6491-2 (06/01) © 2001 Southern California Gas Company. All copyright and trademark rights reserved. No Tape/No use cinta adhesiva Moisten and Seal/Humedezca y selle No Staples/No engrape

Name/Nombre _____________________________________________________ Address/Dirección ________________________ City/Ciudad _____________________

Tape/NoUse How To Apply For The California Alternate Rates For Energy (CARE) Program

Cómo Aplicar al Programa de Tarifas Alternativas para Energía en California (CARE) You may be eligible for a 15% discount on your gas bill at your primary residence. You may also qualify for a 60% discount on your Service Establishment Charge if you are qualified within 90 days of starting new gas service. To apply, please complete the application form and return it to The Gas Company. You will receive your discount(s) once your completed, signed application is approved by The Gas Company®. Usted podría ser elegible para recibir un 15% de descuento en su cuenta de gas de su residencia principal. También podría calificar para un descuento de 60% en el Cargo por Establecimiento de Servicio, si es aprobado antes de 90 días desde el comienzo de su nuevo servicio de gas. Para aplicar, por favor complete y firme la solicitud, y envíela a The Gas Company. Recibirá su descuento en cuanto su solicitud esté aprobada por The Gas Company®. VERIFICATION: You may be asked at a later date to verify your household’s eligibility for CARE. If requested, you must provide proof of income for all persons living in your household. If you do not reply or are found not eligible, you may receive corrected billings. VERIFICACION: Para el programa CARE, puede ser que se le pida que compruebe el ingreso de su hogar. Si se le pide, usted debe presentar prueba del ingreso de todas las personas que viven en su hogar. Si no responde o si no es considerado elegible, podría recibir las cuentas corregidas.

Eligibility Requirements (All must be met)

Requisitos para ser Elegible (Tendrá que cumplir todos los requisitos)

• The gas bill is in your name. La cuenta de gas está a su nombre. • No one else can claim you as a dependent on his/her Income Tax (other than your spouse). Nadie más, aparte de su cónyuge, lo anota en la declaración de impuestos. • Your total yearly household income (the income or aid received by all persons living in your home) -- before deductions -- is no more than the income level shown below. El ingreso anual total de su hogar (el ingreso o ayuda recibido por todas las personas que viven en su hogar) -- antes de ser deducido -- no sobrepasa el nivel de ingresos mostrados abajo. • You reapply for CARE every time you move. Tiene que aplicar de nuevo para CARE cada vez que se cambie de hogar. • You renew your application for CARE every 2 years. Tiene que renovar su solicitud para CARE cada 2 años. • You verify your eligibility for CARE, if requested. Tiene que verificar su situación para ser elegible para CARE, si se le pide. • You notify The Gas Company within 30 days of any changes in your eligibility. Tiene que notificar a The Gas Company antes de 30 días si hay algún cambio en su situación para ser elegible.

Number of Persons in Household: Número de personas en su hogar:

1

2

3

4

5

Total Yearly Household Income No More Than: Ingreso anual total de su hogar no más de:

$18,800

$18,800

$22,200

$26,700

$31,200

For each additional person in your household add $4,500 Agregue $4,500 por cada persona adicional

What counts as income?

¿Qué cuenta como ingresos?

Total household income is all revenues, from all household members, from whatever sources derived, including but not limited to: wages, salaries, interest, dividends, spousal and child support payments; public assistance payments, Social Security and pensions, rental income, income from self-employment, and all employment-related non-cash income. El ingreso anual total incluye todos los ingresos, de todos los miembros de su hogar, de cualquier fuente de ingresos, incluyendo, pero no limitado a, los sueldos, salarios, intereses, dividendos, pagos de apoyo para su cónyuge y/o hijo, pagos de asistencia pública, pensiones y pagos del seguro social, ingresos del alquiler, ingresos de autoempleo, y todos los ingresos que son relacionados al empleo que no sean pagados en efectivo.

Other Programs And Services You May Qualify For

Otros programas y servicios para los que puede calificar

LIHEAP - Low Income Home Energy Assistance Program/Programa de Asistencia de Energía en el Hogar para Bajos Recursos Provides bill payment assistance, emergency bill assistance and weatherization services. Call the California Department of Community Services at 1-800-433-4327. Proveé asistencia para pagar su cuenta, asistencia urgente de su cuenta y servicios de impermeabilización, al llamar el Departamento de Servicios para la Comunidad de California al 1-800-433-4327. DAP – The Gas Company’s Direct Assistance Program/Programa de Asistencia Directa de The Gas Company Provides weatherization services. Call 1-800-331-7593. Proveé servicios de impermeabilización. Llame al 1-800-331-7593.

For information on CARE in other languages, call The Gas Company at:

English: 1-800-427-2200 Mandarin: 1-800-427-1429 Cantonese: 1-800-427-1420 Korean: 1-800-427-0471 Vietnamese: 1-800-427-0478

Para más información en español sobre CARE, llame a The Gas Company al 1-800-342-4545.

No Postage Necessary If Mailed In The United States

POSTAGE WILL BE PAID BY ADDRESSEE

The Gas Company CARE Program ML711A PO Box 3249 Los Angeles, CA 90051-1249

BUSINESS REPLY MAIL FIRST-CLASS MAIL PERMIT NO. XXXX LOS ANGELES, CA

ATTACHMENT D

Advice No. 3003-A

CARE WORKSHOP PARTICIPANTS

Attachment D

CARE Public Workshop Attendee Lists

February 13, 2000 (Energy Resource Center, Downey) Facilitated by Donna Jones-Moore, Southern California Gas Company

Name Organization/Company 1 Elizabeth Kyuchokyam Armenian Relief Society 2 Patricia Torres Community Rehabilitation Services 3 Sandy Jernegan Community Pantry 4 Sharon Lee-Balderas Southern California Gas Company 5 Susanna Selesky Southern California Gas Company 6 Carmen Rudshagen Southern California Gas Company 7 Pete Zanzot Southern California Edison Company 8 Jack Parkhill Southern California Edison Company 9 Pat Aldridge Southern California Edison Company Call-in Attendees

10 Kathy Valdez Vista Community Clinic 11 Frances Cerda Vista Community Clinic 12 Steve Rutledge CPUC -- Energy Division 13 Josie Webb CPUC – Office of Ratepayer Advocates 14 Margaret Moore Sempra Energy 15 Susan La Flam San Diego Gas & Electric Company 16 Yvette Vazquez San Diego Gas & Electric Company 17 Jeff Beresini Pacific Gas and Electric Company Mailed in Comments

18 Carmen Spurling Labor’s Community Service Agency February 14, 2001 (Pacific Energy Center, San Francisco) Facilitated by Jeff Beresini, Pacific Gas and Electric Company

Name Organization/Company 1 William Parker Community Action Agency of San Mateo 2 Roxanne Figueroa Richard Heath and Associates, Inc. 3 Zaida Amaya CPUC – Energy Division 4 Terri Tannehill CPUC – Energy Division 5 Steve Rutledge CPUC – Energy Division 6 Pete Zanzot Southern California Edison Company 7 Jack Parkhill Southern California Edison Company 8 Donna Jones-Moore Southern California Gas Company 9 Sharon Lee-Balderas Southern California Gas Company Call-in Attendees

10 Susanna Selesky Southern California Gas Company 11 Carmen Rudshagen Southern California Gas Company 12 Susan La Flam San Diego Gas & Electric Company 13 Margaret Moore Sempra Energy

ATTACHMENT E

Advice No. 3003-A

COMMENTS FROM PUBLIC INPUT WORKSHOPS

PUBCOM.DOC

ATTACHMENT E

California Alternate Rates for Energy (CARE)

Comments from Public Input Workshops

Comments Topic Comments / Discussion From Action Workshop

Household Information Adult/children breakout is not in SCE's application and probably should be consistent with the other utility applications.

Community Pantry Incorporated 2/13/01, Downey

Household Information Only total number of household members is necessary because some customers do not want to reveal that multiple families live in the residence. A statement that the information would be kept confidential would be desirable.

Armenian Relief Society

Utilities utilize this information for

verification.

2/13/01, Downey

Household Information Adult/children breakout is helpful when conducting post-enrollment verification of income.

PG&E, SDG&E N/A 2/13/01, Downey

Income Information Perhaps SCE could add an "Other" box in

the income categories with a line to fill in an income source.


Utilities will standardize "Other

Income" source.

2/13/01, Downey

Income Information SoCalGas' application shows family size and income ranges separately, which causes confusion. It should be modeled after SCE's application which shows one income limit by family size.


Incorporated 2/13/01, Downey

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Income Information It is difficult to categorize certain income types that do not fit into the categories shown on the application.

Armenian Relief Society,

Community Pantry, Community

Rehabilitation Services

N/A 2/13/01, Downey

Income Information Income is mentioned in three different areas of the application. It is important that the client see the table of the Maximum Household Income, but it may not be necessary for them to review all sources of household income. On the application, it states: You must count all sources of your household's income, that should suffice. This statement perfectly explains the idea, but it is followed by a list of bulleted sources of income. We would recommend eliminating the various sources of income, which would ensure the continuity of the section that states Review of Qualifications.

Labor’s Community Service Agency

Utilities want to ensure customer knowledge and

program integrity.

Comments submitted in

writing to Energy Division

Income Information Customers should not have to disclose their specific income. Utilities should include the eligibility guidelines only as reference.

CPUC, Energy Division

Utilities want to ensure program

integrity.

2/14/01, San Francisco

Income Information Listing of 'types of income' is helpful for customers as it helps them discern what they need to include to calculate their income.


N/A 2/14/01, San Francisco

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Account Information There is confusion over which account number (from the multiple numbers shown on SCE's bill) to use on the CARE Application.

Community Rehabilitation

Services


Account Information The above comment is acknowledged and a clearer labeling will be made in the next revision of SCE's application.

SCE N/A 2/13/01, Downey

Type Size and Graphics It may help draw a customer's attention to the signature line if a graphic (such as a hand with a pen) was included on SCE and SDG&E's applications.

Vista Community Clinic


Type Size and Graphics Emphasize the area where client is required to sign since there is a tendency for many clients to omit signing the form.


Incorporated Comments submitted in


Type Size and Graphics Make the type (font size) larger as it would be easier to read for seniors and seeing-impaired.

Community Action Agency of San

Mateo

Variations are associated with automation and

spacing constraints and PUC Directives


Referrals to Other

Programs Welfare and Gain program forms include a form with the names of agencies who can provide help in various languages. This could help avoid the CARE application from being thrown out. (Even a limited number of agencies would be helpful.)


Utilities will standardize

LIHEAP reference and maintain flexibility to

incorporate other

2/13/01, Downey

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of agencies would be helpful.) incorporate other referrals. Limited space constraints.

Referrals to Other Programs

Multiple sources for help frustrates customers because they get passed around too much. Challenges need to be overcome.

Community Pantry N/A 2/13/01, Downey


Information phone lines are available at the county level to provide references to other programs.

SoCalGas Limited space constraints

2/13/01, Downey


State information phone number would be helpful.

SCE Limited space constraints

2/13/01, Downey


Utility phone centers are equipped to handle foreign languages.



The referrals to other programs can be very helpful to customers. Expand referral for CSD to include all program elements.


Utilities will standardize

LIHEAP reference



SoCalGas provides LIHEAP phone number. PG&E and SDG&E provides HEAP phone number. SCE has separate sheet (which will be incorporated into the form) which refers to HEAP.

Utilities Utilities will standardize

LIHEAP reference and maintain flexibility to

incorporate other referrals. Limited space constraints.



Concern about LIHEAP agencies being overwhelmed with customer calls if utilities give out direct phone number to agencies.

SDG&E N/A 2/14/01, San Francisco

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The fact that LIHEAP agencies are overwhelmed is an important issue that goes along with lack of funding to serve all eligible customers (less than 12% of total customer base can be served.)


Mateo



Utility has checked with CSD and they requested the referrals be directed to LIHEAP 800 number.

SoCalGas N/A 2/14/01, San Francisco

Languages Welfare and Gain program forms include a

form with the names of agencies who can provide help in various languages. This could help avoid the CARE application being thrown out. (Even a limited number of agencies would be helpful.)


Utility phone centers are

equipped to handle foreign languages

2/13/01, Downey

Languages Having English and 2nd language on the same application makes it easier for customers as it provides them with the opportunity to get assistance from either or both networks. There seems to be a higher comfort level with same-language network. Makes it easier if a customer does not speak English as their primary language.

Richard Heath & Associates

All utilities have English/Spanish (varying degrees)

on their applications.


Languages All utilities have English/Spanish (varying degrees) on their applications. PG&E implemented the 1-side Engilsh/1-side 2nd language based on customer feedback.

Utilities N/A 2/14/01, San Francisco

Languages Having multiple languages makes it easier if the customers does not speak English as a

Richard Heath & Associates


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primary language

Perjury Statement The perjury statement should specify who

the customer's information will be shared with (other utilities).

CPUC-Office of Ratepayer Advocates

Utilities will standardize perjury

statement.

2/13/01, Downey

Perjury Statement Simplify perjury statement so more people will read and understand it.



statement.

2/13/01, Downey

Perjury Statement Do not simplify the perjury statement too much.

Community Panty Utilities will standardize perjury

statement.

2/13/01, Downey

Perjury Statement Reword the 'rebill' language. Vista Community Clinic


statement.

2/13/01, Downey

Perjury Statement Rebilling is discretionary to allow utilities some flexibility. The wording "may" came directly from the CPUC.

SCE and SoCalGas Utilities will standardize perjury

statement.

2/13/01, Downey

Perjury Statement Three draft versions of a perjury statement were discussed. The participants reached a consensus on wording.

All Workshop Participants


statement.

2/13/01, Downey

Perjury Statement Annual recertification would be better than telling customer to notify the utilities of ineligibility (because customers are not likely to do so).



statement.

2/13/01, Downey

Perjury Statement Group found that draft version #3 was the easiest for the customer to understand.

All Workshop Participants


statement.


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Perjury Statement The last sentence of example 1 provides a better description of the referral system.

Richard Heath and Associates


statement.


Perjury Statement The reference to 'sharing information' could cause customers concern (who do we share with, what type of information is shared, etc.).


Mateo


statement.


Perjury Statement This statement is provided so customers are informed about their information being shared (privacy right).

SoCalGas Utilities will standardize perjury

statement.


Perjury Statement All utilities have confidentiality agreements between utility/contractor/agency that includes a customer confidentiality clause as well as non-disclosure agreements between the utilities.

Utilities Utilities will standardize perjury

statement.


Perjury Statement Include a box that can be checked stating that the customer does not want their information shared.


Mateo


statement.


Perjury Statement Customers are not aware of the utilities' inner-workings and agreements with outside parties about confidentiality and information sharing.


Mateo


statement.


Perjury Statement CAA of San Mateo does not give out any customer information without a subpoena and feels it is imperative to protect the low-income customers (as they are often a target for unscrupulous marketing).


Mateo


statement.


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Perjury Statement Utilities do not have the system technology to 'flag' customers in the system to indicate that they should be excluded from information exchange.

Utilities Utilities will standardize perjury

statement.


Overall Application Application should be kept as simple as

possible. Armenian Relief

Society N/A 2/13/01, Downey

Overall Application Although customers like to know everything on the CARE application, there is too much verbiage.


Utilities want to insure customers

are aware of program

requirements.

2/13/01, Downey

Overall Application There may be a tendency to provide as much information as possible on the CARE application to help ensure the customer understands the program, avoiding later removal from the program because of misunderstanding.

SoCalGas N/A 2/13/01, Downey

Overall Application CARE applications are designed to reach as many customers as possible and this seems to work okay. Simpler language probably would be desirable.


Overall Application The ULTS application only requires a signature and date - very simple application.



program integrity.

2/13/01, Downey

Overall Application The application includes too much information. It has been our experience that the clients misunderstand certain areas of the application and tend to feel a bit


Utilties want to ensure customers

are aware of program

Comments submitted in


PUBCOM.DOC

of the application and tend to feel a bit intimidated by it. It is particularly overwhelming for those with limited or monolingual speaking abilities. Simplify the application form by eliminating those parts that only seem to complicate the process.

program requirements

Division

Overall Application Would be better to have the customer information pre-printed on the applications.


SoCalGas and PG&E currently

provide-automation is an issue for the other two utilities.


Overall Application SoCalGas and PG&E currently have that capability and send out applications with pre-printed information whenever possible.

SoCalGas and PG&E


Overall Application Have the forms available on line. Richard Heath and Associates

SoCalGas and PG&E currently

provide variation-automation is an

issue for the other two utilities.


Overall Application PG&E has a 'printable' application on line, but does not have on-line submittal (there are outstanding legal issues related to the customer signature for electronic applications as well as technical issues).

PG&E N/A 2/14/01, San Francisco

Overall Application SoCalGas has on-line request for application, but not on-line submittal.


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Overall Application The CARE form should be condensed to resemble the ULTS form (Customers check the designated service, sign and date the mail-in coupon).



program integrity.


Overall Application Informal personal study conducted by Steve among his co-workers, determined ULTS form was twice as easy to fill out compared to CARE forms.



Overall Application Discussion excerpts from D.00-01-028 (Telecommunications), page 109, (provided by CPUC Energy Division), references the Commission proposal to revise GO153 to require utilities to ask potential ULTS customers about their income level and household size in order to determine eligibility (without disclosing eligibility criteria).



Overall Application Above referenced excerpts provide for achievement of three goals in screening customers for eligibility: 1) Process should result in eligible customers enrolling in ULTS, 2) Prevent ineligible customers from enrolling, and 3) Not be unduly burdensome for utilities to administer.



Overall Application SDG&E noted that per a Commission Decision from last year, ULTS was ordered to implement a Post-Enrollment Verification (PEV) process.

SDG&E N/A 2/14/01, San Francisco

Overall Application ULTS has a sign up fee (PacBell: $7.50 +/-; Utility Members N/A 2/14/01, San

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GTE: $8.00 +/-) Francisco Overall Application ULTS and CARE program requirements are

not an exact match. ULTS does not include all household members in it's definition of household, it classifies individuals/households by financial independence. There is the possibility of having multiple ULTS 'households' in one dwelling unit, while there can only be one (per meter) per household for the utility.


Overall Application ULTS has no known penetration rates (as it relates to low-income customers)--there penetration is related to overall telephone service. The ULTS Marketing Board is currently bidding for a study on penetration/saturation (to include determine of low-income participation).


Overall Application There is no direction from the CPUC to mandate ULTS uniformity for the CARE program. The two programs have entirely different directives from the Commission and the comparison is not equitable.


Overall Application ULTS has 'phone-in' sign up (while talking to a service rep). After enrollment, application is sent to customer. If no customer response within 3 months, customer is dropped from the rate and re-billed.



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Overall Application PacBell had a problem w/customers who called in for the rate, never returned the application, were rebilled-then called in and enrolled again (was a continuous cycle of customer abusing the system of phone-in sign up).

PG&E N/A 2/14/01, San Francisco

Discount The amount of the CARE discount is not

much for their clients, so there is a lack of interest. However, interest increases as energy bills increase.

Community Panty N/A 2/13/01, Downey

Discount Many clients have signed up for EAF/GAF funds and then add CARE when they find out about it. Some clients mistakenly believe they are already on CARE.


Discount Agency has seen submetered bills that more clearly show the CARE discount.


Discount Discounts shown on the energy bills confuse customers. The bills could be clearer.

CPUC-Office of Ratepayer Advocates

N/A 2/13/01, Downey

Discount The discount is not shown on SCE's bill because the discount is it's own rate (as with the other utilities).


Discount Showing CARE discount is doable on SoCalGas' bill

SoCalGas N/A 2/13/01, Downey

Discount Change the Income Guidelines to 60% of median income (CA) which is consistent with LIHEAP and other state programs.


Mateo

Program eligibility likely to change

with pending legislation.


PUBCOM.DOC

General Comments Does not see any real problems with the

forms having an 'intimidation factor' for customers


General Comments Talking the customer through the CARE application works well. A one-on-one approach to fill out the application has been successful.


N/A 2/13/01, Downey

General Comments It is still necessary to walk many customers through the CARE application because they do not read.

Community Pantry, Vista Community

Clinic

N/A 2/13/01, Downey

General Comments The agency reduces the possibility of intimidation because they instruct clients to come to them if additional information is requested by a utility such as proof of income as a result of post-enrollment verification.


N/A 2/13/01, Downey

General Comments Agency advises customers abort recertification and post-enrollment verification so there is no intimidation.


General Comments It is helpful to have one-on-one sign up for the program. Agency (or other) personnel walking customers through the form.



General Comments It makes a customer less intimidated if the program is explained via community service agency or personal contact



General Comments Literacy is a problem in enrolling customers. These customers are most effectively reached through direct contact.



PUBCOM.DOC

General Comments Post enrollment verification (PEV) and recertification process is where many of the customers fall off the rate. Customers still need assistance with these program documents.



General Comments After initial sign up (in some instances) the originating agency informs the customer about PEV and recertification at the time of outreach. Some customers do return for assistance-others do not.



General Comments Wanted to know what % of customers that call in for an application actually get placed on the rate (the utilities did not have that information available as it is not consistently tracked by all utilities. (PG&E finds a lot of duplication.)



Documents

Subject: Supplemental Filing -- Modification of Customer ... · Subject: Supplemental Filing -- Modification of Customer Application Form for California Alternate Rates for Energy