Pge monthly report partnership february2013

Monthly Progress Report Partnership Name: Your Name: PG&E Program Manager: Reporting Month and Year:

LGEAR Tulare/Kings Maureen Hoff Dave Christensen February 2013

I. Expense Summary Table

Budget Item

Current Month Billing

Admin Marketing Implementation SER

$774.15 $647.20 $947.68 $1,771.38

Total

$4,140.41

Budget To Date Invoiced to Date Total [Includes T&M Contract Current Amount Month] $1,258.06 $18,000.00 $1,367.62 $ 32,000.00 $2,917.70 $65,000.00 $2,009.88 $65,000.00 $180,000 .00 $7,553.26

Remaining

$16,741.94 $30,632.38 $62,082.30 $62,990.12 $172,446.74

% Remaining Budget 93.01% 95.73% 95.51% 96.91% 95.80%

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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Continued internal organization of administrative duties and reimbursement request workbook to represent all three utilities in the VIEW Partnership. b. Marketing: Staff continued work to update existing marketing materials (brochures and website) to include PG&E and the incoming PG&E cities. The partnership participated in the Visalia SpringFest Home and Patio Show, World Ag Expo in Tulare, and implementing partner participated in the CPUC Statewide ME&O Update webinar. c. Implementation: The first monthly all partners meeting was held on February 21st at the Visalia Chamber of Commerce.

Implementing partner attended a benchmarking taskforce meeting in San Francisco on February 5th.

Implementing partner met with PG&E to review the program management plan on February 19th.

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).

No changes occurred.

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

Focus for the first quarter of 2013 is to ensure that PG&E is smoothly incorporated into the VIEW partnership. Additional efforts include working with energy sales and services, the program manager and government relations to bring PG&E cities into the partnership with clarity and ease. The direct install partner, Staples, will be included 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?

At this early point in the partnership it is most helpful having the program mangers assistance as we move through the initial set up stages and roll out the opportunity to our PG&E service customers.

IV. Customer Satisfaction N/A

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Customer Complaints and Resolution. Please include any complaints related to Program delivery and actions taken to resolve.

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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 At this time the partnership has not selected SER activities. Implementing partner did work on potential options for city selection during the month of January. Plans will be fleshed out over the month of February and are scheduled to begin in March 2013.

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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