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 February 2014
Admin Marketing Implementation SER
$465.85 $371.25 $6,301.99 $820.50
Budget To Date Invoiced to Date Total [Includes T&M Contract Current Amount Month] $949.76 $18,000.00 $1,091.67 $32,000.00 $8,272.01 $65,000.00 $1,059.00 $65,000.00
Total
$7,959.59
$11,372.44
Budget Item
Current Month Billing
$180,000 .00
Remaining
% Remaining Budget
$17,050.24 $30,908.33 $56,727.99 $63,941.00
94.72% 96.59% 87.27% 98.37%
$168,627.56
93.68%
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.
1
a. Administration: SJVCEO Executive Director, Courtney Kalashian, worked with PG&E staff to develop agendas for the SJV Regional Partnerships Meeting. SJVCEO Executive Director, Courtney Kalashian, determined and identified action need to fix the VIEW Partnership website, which went down on the evening of February 12, 2014. b. Marketing: SJVCEO Executive Director, Courtney Kalashian, began planning 2014 rural events and reviewed data on hot-‐spot areas for these events.
c. Implementation: The Implementing Partner hosted the February 2014 SJV Regional Partnerships Meeting. SJVCEO Executive Director, Courtney Kalashian, corresponded with Steve Newvine regarding LGPs and workforce development opportunities within the region. The Implementing Partners attended the California Partnership for the San Joaquin Valley Clean Energy Cluster conference. SJVCEO Project Analyst, Sarah Farell, continued efforts to benchmark the City of Dinuba’s energy usage. The new version of Energy Star Portfolio Manager has caused some issues with the Automated Benchmarking System.
2. Please explain any changes in program emphasis, schedule, or overall strategy and explain how you have accommodated this change. The Partnership has changed its meeting format. The Implementing Partner will now meet with the utility Program Managers in an hour-‐long pre-‐Partnership Meeting. The Partnership Meeting has been condensed to one hour to limit time spent on utility project tracking. 3. Please list any changes to contracts, contractors/subcontractors, contractor/subcontractor responsibilities, and staffing changes (include contact information of any new subcontractors or staff). Sarah Farell, Project Analyst, has the new position of Program Administrator; she will assume new responsibilities with the VIEW Partnership and non-‐utility grants. The San Joaquin Valley Clean Energy Organization will look to hire two (2) Project Analysts, a 2
Marketing and Outreach Coordinator, an Engineer and a Finance Assistant in the coming months. 4. Please describe your near-‐term plans for project implementation over the next two months. The Implementing Partner met to discuss approaching new VIEW Partners – the Cities of Avenal, Corcoran and Lemoore – about the benchmarking process and setting up accounts on Energy Star Portfolio Manager. The VIEW Partnership would like to benchmark these cities’ energy usage by the end of 2014. 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)
3