Partnership Name: Your Name: PG&E Program Manager: Reporting Month and Year: I. Expense Summary Table
Monthly Progress Report LGEAR Tulare/Kings Sarah Farell Dave Christensen January 2014
Admin Marketing Implementation SER
$413.06 $24.75 $5,584.96 $571.50
Budget To Date Invoiced to Date Total [Includes T&M Contract Current Amount Month] $298.57 $18,000.00 $ $32,000.00 $1,008.60 $65,000.00 $2,362.50 $65,000.00
Total
$6,594.27
$3,669.67
Budget Item
Current Month Billing
$180,000 .00
Remaining
% Remaining Budget
$17,701.43 $32,000 $63,991.40 $62,637.50
98.34% 100.00% 98.45% 96.37%
$176,330.33
97.96%
II. Energy Savings Summary Table
Total Energy Savings
Goals
Installed Savings To Date Current % of Plan Month
To Date Cumulative
% of Goal
Gross Installed kW Gross Installed kWh Gross Installed Therms III. Program Overview (Non-‐Strategic Energy Resources Activities Only): 1. Please give a summary of project activities per budget category over the past month including major milestones, meetings, and lessons learned. Please exclude SER activities.
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a. Administration: SJVCEO Executive Director, Courtney Kalashian, met with Statewide EE Coordinator, Joseph Oldham, to discuss partnership efforts and ways to highlight partnership successes. b. Marketing: SJVCEO Executive Director, Courtney Kalashian, met with Marketing Contractor, Kitty McManus, to discuss promotional order for the Kill-‐A-‐Watt Krackdown Campaign.
c. Implementation: In lieu of the January monthly partnership meeting, the implementing partner hosted the VIEW! the Success Luncheon at the Vintage Press in Visalia to recognize the efforts of some of the Partnership jurisdictions and the Partnership as a whole. SJVCEO Executive Director, Courtney Kalashia, met with the San Joaquin Valley COG Manager, Michael Sigala, to discuss partnership efforts in COG territories and spoke with Jeremy Battis about partnership activities and strategies for 2014. SJVCEO Executive Director, Courtney Kalashian, attended the LGC CC LGP Meeting in Paso Robles. SJVCEO Project Analyst, Sarah Farell, made further attempts to obtain benchmarking data for the City of Dinuba and determined availability of data to additional parties (not the direct customer). Once data was received, Sarah organized and condensed the data and extracted account information. SJVCEO Project Analyst, Sarah Farell, conducted research on the DOE’s Office of Energy Efficiency and Renewable Energy (EERE) website to determine value to local government partners. The SJVCEO hosted the January 2014 SJV Regional Partnership Meeting.
2. Please explain any changes in program emphasis, schedule, or overall strategy and explain how you have accommodated this change. The Implementing Partner has moved the VIEW! the Success Luncheon from November to January. The Thanksgiving Holiday has limited attendance in the past, and this new date will encourage more participation.
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3. Please list any changes to contracts, contractors/subcontractors, contractor/subcontractor responsibilities, and staffing changes (include contact information of any new subcontractors or staff). Maureen Boese has left the San Joaquin Valley Clean Energy Organization team as of December 31, 2013. 4. Please describe your near-‐term plans for project implementation over the next two months. The Implementing Partner plans to hire a Marketing & Outreach Coordinator to help launch Kill-‐A-‐Watt Krackdown and organize the Community Outreach Events in October 2014. The Implementing Partner will continue to work with the City of Dinuba to obtain building data characteristics for the purpose of benchmarking the City’s energy usage in Energy Star Portfolio Manager. 5. How can PG&E assist with helping this program succeed? Same continued support.
IV. Customer Satisfaction N/A • Customer Complaints and Resolution. Please include any complaints related to Program delivery and actions taken to resolve. • Customer Satisfaction. Please include customer feedback related to services, equipment, and the value customers’ found in participating in the Program. V. Strategic Energy Resources (SER) Activities In the table below, please provide a description of your SER activities for the month. SER activities include the following: • Strategic Plan Initiatives (if applicable) • Expansion Items (if applicable) • Climate/Energy Planning (if applicable)
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