Monthly Progress Report Partnership Name: Your Name: PG&E Program Manager: Reporting Month and Year:
LGEAR Tulare/Kings Maureen Hoff Dave Christensen March 2013
I. Expense Summary Table
Budget Item
Current Month Billing
Admin Marketing Implementation SER
$825.56 $285.35 $2,854.73 $
Total
$3,965.64
Budget To Date Invoiced to Date Total [Includes T&M Contract Current Amount Month] $2,083.62 $18,000.00 $1,652.97 $ 32,000.00 $5,772.43 $65,000.00 $2,009.88 $65,000.00 $180,000 .00 $11,518.90
Remaining
$15,916.39 $30,347.03 $59,227.57 $62,990.12 $168,481.11
% Remaining Budget 88.42% 94.83% 91.12% 96.91% 93.60%
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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Implementing partner met with PG&E to discuss opportunities with the VIEW partnership. b. Marketing: Staff worked to coordinate a one-time marketing taskforce meeting with all partners in order to plan all 2013-14 marketing activities. A meeting will take place in the second quarter of 2013. c. Implementation: Implementing partner met with utility program manager, account representative, and government relations representative to discuss city engagement in VIEW territory. The monthly all partners meeting was held on March 21st at the Visalia Chamber of Commerce. 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. 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, 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? 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 No change - 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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