Pge monthly report partnership 03 2014

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

March 2014

Admin Marketing Implementation SER

$453.47 $15.75 $8,854.74 $50.14

Budget To Date Invoiced to Date Total [Includes T&M Contract Current Amount Month] $1,403.23 $18,000.00 $1,107.42 $32,000.00 $17,126.75 $65,000.00 $1,109.14 $65,000.00

Total

$9,374.10

$20,746.54

Budget Item

Current Month Billing

$180,000 .00

Remaining

% Remaining Budget

$16,596.77 $30,892.58 $47,873.25 $63,890.86

92.20% 96.54% 73.65% 98.29%

$159,253.46

88.47%

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:

b. Marketing:

The Implementing Partners met with Kitty McManus to discuss promotional marketing materials orders. c. Implementation:

SJVCEO Executive Director, Courtney Kalashian, participated in the SEEC V Advisory Committee for the annual conference in June.

The Implementing Partner hosted the March 2014 SJV Regional Partnerships Meeting, now known as the Valley 8 (V8) Collaborative.

The Implementing Partners attended the PG&E 101Training for new LGPs workshop in San Francisco.

SJVCEO Executive Director, Courtney Kalashian, worked with Kings County and the WRCOG regarding HERO program opportunities in the county.

SJVCEO Program Administrator, Sarah Farell, worked with Jarred Olsen from Fresno EDC and Bob Riding from PG&E to allocate $2.8 Million in PG&E funds for the Valley 8 Collaborative to the SJV region.

2. Please explain any changes in program emphasis, schedule, or overall strategy and explain how you have accommodated this change.

The VIEW Partnership held its first monthly meeting with a new format. The first hour is attended by the Implementing Partner and utility Program Managers only; Jurisdictional Partners joined for the second hour.

3. Please list any changes to contracts, contractors/subcontractors, contractor/subcontractor responsibilities, and staffing changes (include contact information of any new subcontractors or staff).

No changes.

4. Please describe your near-­‐term plans for project implementation over the next two months.

The Implementing Partner will be working with PG&E and the City of Visalia to create an Energy Lounge at the local library.

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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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