P2p 6 28 17 summary notes final

Peer-to-Peer Q1 In-Person Meeting SUMMARY NOTES March 22, 2017 11:00am – 2:00pm SCG Energy Resource Center, 9240 Firestone Blvd, Downey, CA 90241 Invitees: Eastern Sierra Energy Initiative Rick Phelps Pam Bold North Orange County ELP & Westside ELP Ivana Dorin Laurel Rothschild San Bernardino Regional EP Nicole Soto Malisa Lieng

San Gabriel Valley ELP Marissa Creter (Phone) Katie Ward (Phone) Valley Innovative Energy Watch & High Desert Regional ELP Samantha Dodero Courtney Kalashian South Bay ELP Marilyn Lyon (Phone)

Western Riverside ELP Barbara Spoonhour Tyler Masters Anthony Segura Ventura County REA Alejandra Tellez Kelly Cattanach Heather Allen

SCE Michael Ellison Kimberly Rodriguez Daphne Ng Scot Mann SCG Becky Estrella Paulo Morais

Agenda: Topic Welcome Paulo Morais / Becky Estrella provided introductions to the Energy Resources Center and provided information on safety/general housekeeping items.

OPERATIONS Requested Updates 1. Feedback on 03/01 All Partners meeting Becky Estrella mentioned that the structure for this meeting was different from previous LGP meetings because it was more educational as it provided an overview of a variety of programs that are offered by both SCE / SoCal Gas. To date it is unknown whether the utilities will continue to offer this type of LGP meeting format.

Going to review the feedback from the surveys and will analyze with the SCE /SoCal Gas team to see whether this format will continue to be used at upcoming meetings.

Additionally, if this format will continue to be used, then instead of incorporating so many programs, only will focus on a few programs of interests.

Daphne Ng mentioned that this was a 1st trial method format for this meeting.

DN opened the input to the other attendees to see whether this type of educational format for meetings is an option to continue / wanted to hear what the other implementers thought about this type of format.

Overall partners found the comprehensive update on Utility programs helpful. Interest on Charge Ready program. Interest in T24 Building codes update. Partners identifies there were minor duplication of program across Utilities.

Action: to incorporate in future meetings, only a few updates per new or updated programs across the Utility territories.

Action: Core program managers found it useful to speak directly to customers. At future meetings, Partnership PM’s will look into working with Core program staff to provide future updates.

It was suggested that Quarterly or mid-year check in with programs that have major updates would be a preferred method to do (ex. Streetlights, ev chargers)

2.

SCE Strategic Plan Funds How much remains in the fund?

Little under $600,000 must be committed by year end.

What will the 2018 application look like?

SCG check box will need SCG review and approval. No intent to change it.

How does/should invoicing work? SM: part of regular partnership invoicing. KC that is a little tricky since SCG budget is included and SCE is not, so it works out to be two separate books? Want to avoid having six or seven variations of the template. Most are similar, but those that are one unique software have a separate input.

3.

SCE & SCG Technical Assistance Fund (20 minutes): Is there an agreed upon process that both SCE and SCG program managers follow for tracking TA spending? If so, what is it?

Yes, Michael Ellison is working to provide monthly TA tracking sheet with partnership PM’s. This data has been instructed to be shared with Partnership staff. Becky stated that SCG is working to provide consistency amongst partnerships. Looking to provide quarterly reports on the TA budget. SCG is not separating the TA budget from the overall partnership budget. SCG can earmark the spending (TA, community outreach, etc), but this can be done on a partnership-by-partnership basis.

Rumors that SCE is moving TA in-house when appropriate. Is there a ‘litmus test’ for staying in-house our contracting out?

Yes. However, dependent upon scope of work, SCE will outsource TA on a case-by-case basis (when Gas projects are included, the project is complex, etc). When SCE provides in-house TA, the funding will not come out of the partnership budget.

Reporting expectations: depth of reporting from an audit conducted in-house compared to a 3P contractor?

Is there a mechanism to coordinate 2 in-house TA between SCG and SCE? Currently no. Utilities look to Implementer to coordinate the in-house meetings.

What does in-house reporting look like? Two utilities do not have a combined in-house report. Each utility will provide separate reports, unlike a 3rd party TA. SCG will sometimes prefer to use in-house first before going outside.

Action: Develop ad hoc committee to continue conversation with TA process of in-house vs. outsourced TA for partnerships. Task: Review the building TA request form. This form could potentially assist each Utility identify whether to use in-house vs. external.

SCE is interested in performing and internal TA and external TA for SBCOG, a new partnership, to evaluate the process on both.

4.

Ad Hoc Outreach Group report out Tyler Masters mentioned that the goal of this calendar is to provide insight on what each implementer is doing within their region, but to also work with the SCE/SCG to see if any promotional items may be provided to distribute at the event(s).

Becky Estrella mentioned that this calendar is a great method to track promotion of energy efficiency in the implementers region. Becky would prefer to continue to use the pledge cards for the following reasons: verify which resident has/ has not received an Energy Efficiency Starter Kit (accounting for savings). That way you can guarantee that the interested individual is a SCG customer.

Becky Estrella mentioned that she’d like to see the community outreach calendar updated to show the following information to easily filter through: Estimated attendees, Location, Partnership Courtney Kalashian mentioned that to improve the calendar, there must be further clarification on what events could /would like additional outreach items to be provided by the utilities (e.g. Energy Efficiency Kits).

Action: Refine what the events are. Centralized location where implementers fill in on a calendar the list of calendar. Suggested if a possible ad-hoc committee would be of interest?

Action: Samantha Dodero and Tyler Masters to host a call to iron out details about the ad-hoc committee.

Discussion Topics 5. One-on-one meeting re-up: revisit the 2012 IOU/implementer meetings Courtney Kalashian stated that many of the implementers feel that doing another IOU and partnership roadshow would be very beneficial. Having the IOU’s sit down with partners will help to stream line issues that partners feel have no be cleared up as well as partners feeling valued. With the current business proposal process now it is more important than ever that IOU’s make their partners feel valued.

Action: IOU’s to discuss and layout plan with partners.

BREAK BEST PRACTICE SHARING Updates 1. Strategic Plan Efforts: report back from each implementer on what they are doing with SP funds; report from IOUs on what other partners are doing.

WRCOG Currently looking at two new cities to work on Benchmarking / EA. Working with city staff to identify items as needed WRCOG interested in applying for benchmarking funds, however was worried that the WRELP partnership might not meet the need to qualify for a re-visit. SCE states that if benchmarking tasks were done multiple years in advance, benchmarking re-visits are valid opportunities.

After obtaining input from Scot, WRELP will be looking into applying for a refresher of EAP / Benchmarking analysis due to the age gap of the previous data the WRELP was working with.

North Orange County ELP & Westside ELP Application on benchmarking or multiple cities. One value city in the partnership is interested in developing an energy action plan, but cannot apply given the value level. To meet the SP criteria’s the City of Brea (platinum) is looking to partner with the Value City to support them meet SP criteria needs.

VIEW / HDR Benchmarking – use as a tool to identify energy efficiency project.

Energy action plans – coupled with benchmarking, transition from theoretical measures to calculable measures. For use across all 3 Utilities.

Ventura Benchmarking – 2017 funding committed to do 3-10 facilities per jurisdiction.

Need for update; Strategic planning menu list. Has not been updated in the past 4 years. CPUC and the IOUS need to identify a lead to move this forward.

Action: IOUs to bring up amongst each other, then to ED (Hazlyn) and then report back at the next P2P Presentations, “Articulating the Value of the ELP” 2. Humble brag! SBCOG General Assembly ELP highlight Roundtable partnership has 3-5 minutes to share how they articulate the value of their Local Government Partnership North Orange County ELP & Westside ELP Community Outreach Energy Champion /Community Leadership Lunch – n – learns Projects completed/Savings WRCOG Partnership Direct Install helped bump 2 additional cities to Gold and an additional 2 to platinum.

SBR ELP With local jurisdiction’s ever-changing issues/concerns, I find it important to remind the members what we do.

Reactive nature of local governments.

San Bernardino Technical Assistance Sharing Best Practices / Lessons Learned VIEW Collaboration Use of in-house technical assistance Illustrate the need for energy efficiency.

HDR Bringing Utility Partners together Providing information/resources to the members Ventura Regional Beacon award process.

SCE Value, Quality & Integration Three components of partnerships. Value- focus on core program coordination, and every PM sits at the table with additional groups (ZNE, rural hard to reach, DI, code & standards, etc).

Action: VCREA looking for Natural Gas savings data so they can apply for NG BEACON award.

Other Business 1. Did we miss anything?

April 13th, benchmarking workshop in Brea.

Next meeting, call April 26, in person June 28th Scot Mann: what’s the process for budget approval from May and September, outlining the process.

Agreements and amendments will be out a lot sooner, like language in June out sooner.

Conclude at 2:30PM