Monthly Progress Report Partnership Name: Your Name: PG&E Program Manager: Reporting Month and Year:
LGEAR Tulare/Kings Maureen Hoff Dave Christensen April 2013
I. Expense Summary Table
Budget Item
Current Month Billing
Admin Marketing Implementation SER
$834.96 $579.05 $4,131.76 $349.47
Total
$5,895.24
Budget To Date Invoiced to Date Total [Includes T&M Contract Current Amount Month] $2,918.57 $18,000.00 $2,232.02 $ 32,000.00 $9,904.19 $65,000.00 $2,359.35 $65,000.00 $180,000 .00 $17,414.13
Remaining
$15,081.43 $29,767.98 $55,095.81 $62,640.65 $162,585.87
% Remaining Budget 83.79% 93.02% 84.76% 96.37% 90.33%
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. a. Administration:
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GAAP accounting and bookkeeping services. b. Marketing: A marketing taskforce meeting was scheduled to take place on Monday, May 6th at the Tulare County RMA offices. c. Implementation: Implementing partner, local government partners from Visalia and Kings County, and utility partners attended the Local Government Commission Central California partnership meeting at Harris Ranch in Coalinga on April 9th. Topics included regulatory and financing updates, 5 Cities 5 Days Small Business Campaign, Regional Energy Network, a presentation by Courtney Kalashian related to the Peer to Peer efforts, and partner led discussions on various topics. The monthly all partners meeting was held on April 18th at the Visalia Chamber of Commerce. Each utility presented on current program offerings. SJVCEO Project Administrator, Maureen Hoff, participated in two webinars of a four webinar series presented by Mark Jewell from the Energy Efficiency Funding Group (EEFG) titled “Learning to S.E.E. (Sell Efficiency Effectively)”. Implementing partner participated in the April 30th Statewide Energy Efficiency Collaborative (SEEC) webinar titled “Local Energy Efficiency Programs Achieving Results”. Local government staff and consultants from the City of Berkeley, City of Chula Vista, and Claremont presented on efforts implement successful energy efficiency programs and approaches to meet community-wide energy and GHG reduction goals. 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). SJVCEO Project Manager, Deanna (Dee) Fernandez, gave her two week notice of termination and her last day with the organization will be Friday, May 3rd. 4. Please describe your near-term plans for project implementation over the next two months. No changes for near-term plans. Near-term plans for project implementation include a monthly meeting format change in order to best use partners’ time through ‘theme’ meetings that will focus on sharing of utility program offerings and other related presentations. The direct install partner, 2
Staples, will be included in the monthly partners meeting and in all planning activities to ensure that their outreach efforts are coordinated with partnership activities. 5. How can PG&E assist with helping this program succeed? No change required. 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 No change. 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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