ESA Penetration Low Income Oversight Board Meeting Rialto

ESA Penetration Low Income Oversight Board Meeting Rialto, CA September 20, 2018 1

Energy Savings Assistance Program SDG&E’s Household Treatment Goals 2018 -2020 Resolution E-4884 * 2018 2019 2020 Total First Touch (2020) Retreatment Total 11, 563 9, 769 21, 332 11, 562 10, 836 22, 398 0 23, 518 23, 125 44, 123 67, 248 *SDG&E's Conforming Advice Letter 3065 -E-A/2568 -G-A approved by CPUC in Resolution E-4884 issued, December 18, 2017 (Table 8). Mid-Cycle Advice Letter ** 2018 2019 2020 Total First Touch (2020) 11, 667 4, 387 0 16, 054 Retreatment 9, 665 18, 011 23, 518 51, 194 Total 21, 332 22, 398 23, 518 67, 248 **SDG&E’s Mid-Cycle Advice Letter 3250 -E/2688 -G filed on July 16, 2018 (see Advice Letter, page 9 of Appendix 1). 2

Energy Savings Assistance Program SCE’s Household Treatment Goal 2018 -2020 Resolution E-4885 2018 2019 2020 Total First Touch 93, 251 95, 168 97, 182 285, 601 SCE AL 3824 -E* 2018 2019 2020 Total First Touch 76, 584 78, 057 81, 059 235, 700 Go-Backs 17, 013 17, 476 18, 290 52, 779 Total 93, 597 95, 533 99, 349 288, 479 * SCE’s Tier 2 Mid-Cycle update Advice Letter was filed on July 16, 2018 3

Energy Savings Assistance Program PG&E’s Household Treatment Goals 2018 -2020 PG&E’s ESA Program Household Treatment Goals Resolution G-3531 * 2017 2018 2019 2020 Total First Touch (2020) Retreatment Total 63, 021 27, 009 90, 030 47, 266 94, 532 44, 666 54, 592 99, 258 23, 609 80, 612 104, 221 178, 562 209, 479 388, 041 * PG&E's Conforming AL 3830 -G-A/5043 -E-A was authorized in CPUC Resolution G-3531, December 14, 2017 (Table 5). PG&E AL 3990 -G/5329 -E ** 2017 2018 2019 2020 Total First Touch (2020) Retreatment Total 51, 442 35, 610 87, 052 47, 266 94, 532 45, 341 55, 417 100, 758 35, 988 69, 762 105, 750 180, 037 208, 055 388, 092 ** PG&E’s Tier 2 Mid-Cycle update Advice Letter was filed on July 16, 2018 (see Tables 2 a and 2 b). 4

Energy Savings Assistance Program PG&E’s ESA Household Eligibility PG&E Remaining Eligible 2020 Population as of 2018 * Line No. PG&E LI Customers 1 2 3 3 a 4 Parameter Estimated ESA Program eligible for 2018 (filed 2/9/2018) A A. Estimated eligible for 2020 (escalated by 1 percent per year). 1 B B. Number served by ESA Program 2002 through 2016 B 1. Number of First Touch customers served by ESA Program in 2017 C C. Number served by LIHEAP 2002 -2017 C 1. Number of customers projected to be served by LIHEAP in 2018 – 5 35, 542 C 1 2020 6 31, 988 C 1 a. (90% of C 1 projected 2018 -2020 Average Annual Achievement) D. Subtract A – (B: B 1: C: C 1 a). This is the Remaining Non-Part 7 159, 856 D Population (or "Adjusted Eligibility") used for calculating the 2018 -2020 programmatic initiative. E. Remaining Eligible Customers: 60% of D (non-participants that are 8 95, 914 E Willing and Feasible To Participate (WFTP). 2 F. Annual Target: Eligible customers (E) divided by three remaining 9 31, 971 F years (2018 to 2020). * Updated in PG&E's Tier 2 Mid-Cycle Update Advice Letter, file July 16, 2018 (Table 8). 1 2 1, 689, 907 1, 723, 874 1, 292, 580 51, 442 188, 008 The 1% escalation rate is authorized in D. 16 -11 -022. 60% WFTP is amount authorized in D. 16 -11 -022; 40% are unwilling. 5

ESA Program Budget » Authorized funding per year in D. 16 -11 -022 and in Resolution G-3532 approved in December 18, 2017: D. 16 -11 -022 » 2017 2018 $138, 130, 301 $147, 148, 654 2019 $156, 588, 878 2020 TOTAL $166, 951, 013 $608, 818, 846 The disposition letter issued in May 18, 2018, provides incremental funding of $152, 045, 710, allocated from 2009 -2016 unspent funds, to: § Implement program operating adjustments designed to drive the focus on 2020 goal/first-time customers as part of the Clear Plan; § Implement a smart thermostat pilot; and § Conduct marketing and outreach associated with the Clear Plan. Approved AL 5111 -B Approved AL 5256 -A Total ESA Program Budget 2017 2018 2019 2020 TOTAL $138, 130, 301 $147, 148, 653 $156, 588, 877 $166, 951, 013 $608, 818, 844 $51, 656, 934 $50, 994, 484 $49, 394, 292 $152, 045, 710 $198, 805, 587 $207, 583, 361 $216, 345, 305 $760, 864, 554 $138, 130, 301 6

ESA Program Goals Treated Goal per D. 16 -11 -022 2018 2019 2020 TOTAL 115, 500 121, 275 127, 339 364, 114 2018 2019 2020 TOTAL First time target 128, 190 133, 965 140, 029 402, 184 Go back target 35, 985 38, 419 40, 974 115, 379 164, 175 172, 384 181, 003 517, 563 Total Disposition Adopted Goal Total 7

ESA Program Clear Plan » Through a third party source, So. Cal. Gas has identified 800, 000 likely eligible customers that have not previously participated in the ESA Program. » So. Cal. Gas will systematically contact each member of the identified set of 800, 000 through multiple channels until an enrollment or refusal is recorded. Successive contacts would be attempted through the following channels: § E-mail, Phone/AVM, Printed materials, In-person visit, Door hangers » Some of the programmatic adjustments that have been or will be implemented include: § Enabling contractors to deliver measures at the time of enrollment § Implementation of a smart thermostat pilot § Provide for commensurate compensation to contractors focusing on enrolling first-time customers because of the higher level of difficulty compared to “go backs” 8