Monthly Progress Report Partnership Name: Your Name: PG&E Program Manager: Reporting Month and Year:
LGEAR Tulare/Kings Courtney Kalashian Dave Christensen January 2013
I. Expense Summary Table
Budget Item
Current Month Billing
Admin Marketing Implementation SER
$483.90 $720.40 $1,970.00 $238.50
Total
$3,412.90
Budget To Date Invoiced to Date Total [Includes T&M Contract Current Amount Month] $483.90 $18,000.00 $720.40 $ 32,000.00 $1,970.00 $65,000.00 $238.50 $65,000.00 $180,000 .00 $3,412.90
Remaining
% Remaining Budget
$17,516.10 $31,279.60 $63,030.00 $64,761.50 $176,587.10
97.31% 97.75% 96.97% 99.63% 98.10%
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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In order to move in to the new program cycle with ease and efficiency administrative duties in January were dedicated to incorporating PG&E into existing administrative systems with the VIEW Partnership. b. Marketing: Staff worked to update existing marketing materials (brochures and website) to include PG&E and the incoming PG&E cities. The existing marketing plan was reviewed and amended to include PG&E into existing and planned activities. c. Implementation: Staff drafted program management plan for submission to PG&E, as well as reviewed how existing implementation efforts will be modified to include PG&E and their service customers. In place of the monthly all partners meeting the program management team (consisting of the three investor owned utilities and the implementing partner) met to plan out implementation efforts for the program cycle. 2. Please explain any changes in program emphasis, schedule, or overall strategy and explain how you have accommodated this change. No changes occurred as this was the first month of the program cycle. 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 as this was the first month of the program cycle. 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 
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 being 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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