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 April 2014
Admin Marketing Implementation SER
$520.50 $214.97 $6,179.47 $346.34
Budget To Date Invoiced to Date Total [Includes T&M Contract Current Amount Month] $1,923.73 $18,000.00 $1,322.39 $32,000.00 $23,306.22 $65,000.00 $1,455.48 $65,000.00
Total
$7,261.28
$28,007.82
Budget Item
Current Month Billing
$180,000 .00
Remaining
% Remaining Budget
$16,076.27 $30,677.61 $41,693.78 $63,544.52
89.31% 95.87% 64.14% 97.76%
$151,992.18
84.44%
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: With the new format of the VIEW Partnership monthly meetings, the Implementing and Utility Partners have decided to host a longer event each quarter to engage jurisdictional partners and present them with information that is relevant to those served by any and all utilities. b. Marketing: SJVCEO Executive Director, Courtney Kalashian, met with Marketing Contractor, Kitty McManus, to discuss order for rural community outreach events. The Implementing Partner planned for participation in the Kings County Employee Appreciation Fair.
c. Implementation: SJVCEO Program Administrator, Sarah Farell, is working with PG&E and the City of Dinuba to gather building data characteristics about municipal facilities and utility accounts. Sarah hopes to obtain this information within a few weeks to begin benchmarking the City of Dinuba’s energy usage on Energy Star Portfolio Manager. The Implementing Partner hosted the April 2014 Valley 8 Collaborative Meeting. SJVCEO Executive Director, Courtney Kalashian, met with Leif Christiansen from PG&E regarding service opportunities for local governments in the SJV region. She also attended the joint IOU event “Building a More Energy Efficient Future: A National Perspective”. SJVCEO Executive Director, Courtney Kalashian participated in the SEEC V planning and preparation. The Implementing Partner met with the Statewide LG EE Coordinator regarding VIEW Partnership rural community outreach events. The SJVCEO would like to assist other partnerships to conduct similar programs. The City of Maricopa expressed interest in piloting an event similar to those held in Stratford and Waukena in October 2013. The Implementing Partners met with PG&E to discuss the possibility of using Job Order Contracting for future PG&E projects. 2. Please explain any changes in program emphasis, schedule, or overall strategy and explain how you have accommodated this change. 2
No changes occurred. 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 occurred. 4. Please describe your near-‐term plans for project implementation over the next two months. No changes for near-‐term plans.
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