Monthly Progress Report Partnership Name: Your Name: PG&E Program Manager: Reporting Month and Year:
LGEAR Tulare/Kings Courtney Kalashian Dave Christensen May 2014
I. Expense Summary Table
Budget Item Admin Marketing Implementation SER Total
Budget To Date Current Month Invoiced to Date Total Billing [Includes Current T&M Contract Month] Amount $830.17 $2,753.95 $9,000.00 $550.22 $1872.61 $16,000.00 $4,254.12 $26,340.42 $32,500.00 $1,728.00 $3,183.48 $531,200.00 $7,362.51 $34,150.46 $588,700.00
% Remaining Budget
Remaining $6,246.05 $14,127.39 $6,159.58 $528.016.52 $27,061.56
69.40% 88.30% 18.95% 99.40%
II. Energy Savings Summary Table
Total Energy Savings
Goals
Gross Installed kW 255.00 Gross Installed kWh 1,714,285 Gross Installed Therms 3659.70
Installed Savings To Date Current % of Plan Month 23.32 9%
To Date Cumulative 179.08
70% 60%
131,446.18
7%
1,022,480.48
-398.17
-10%
0
% of Goal
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. a. Administration: Implementing partner maintained generally accepted accounting practices for the partnership. Reimbursement request, support documents and accrual forecast were provided. 1
b. Marketing: Two SJVCEO staff members attended and hosted a VIEW partnership both at the Kings County Employee Appreciation BBQ. This was the second year that the partnership participated in the event. More than 3,000 employees are invited to the lunch hour event. VIEW provided information on residential programs as well as what the county has done as an Energy Leader in its own facilities. Staff and IOU program manager met to address scope of work surrounding 2014 marketing and outreach activities. 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 May 2014 meeting of the San Joaquin Valley Energy Watch Collaborative. SJVCEO Executive Director, Courtney Kalashian participated in the SEEC V planning and preparation. SJVCEO Executive Director, Courtney Kalashian continues to participate in the NRDC led, Rolling Portfolio Stakeholder Discussion. These conversations occur on a weekly basis with “homework” for group members in the in between time. The VIEW Partnership cohosted with the Local Government Commission (LGC) a live web-cast on “The Dollars and Sense of Energy Efficiency” in place of the regular monthly meeting. 2. Please explain any changes in program emphasis, schedule, or overall strategy and explain how you have accommodated this change. 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). Jose Reyes joined SJVCEO as a Finance Assistant at a rate of $49.50 per hour.
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4. Please describe your near-term plans for project implementation over the next two months. Focus of the program will be on reengaging local government partners. With the attempted effort to streamline and reduce partnership meetings the value of face-to-face relationship building was lost. Additionally, the partnership will begin pre-planning efforts in support of M&O initiatives: Kill-a-Watt Krackdown, Battle of the Buildings and Energy Awareness month activities. The implementer will work, through the SJVEWC to engage on a more meaningful level with Staples Energy and Proteus. 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) Implementing partner coordinated a PG&E led conversation regarding Job Order Contracting. The SJVCEO considers this an integral component to local governments being able to transition from understanding the data provided through Energy Star Portfolio Manager to implementing deep energy saving efficiency retrofits. • •
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Expansion Items (if applicable) Climate/Energy Planning (if applicable)