CARE and ESA Programs Oversight Report - June 2018 Sacramento Meeting

sce_logo Joint IOU Report of the CARE and ESA Programs Low Income Oversight Board Meeting Sacramento, CA June 8, 2018 Kimberly Rodriguez, SCE 1

CARE Program PU Code Section 739.1(a) requires the CPUC to establish a program of assistance to low-income electric and gas customers with annual household incomes that are no greater than 200 percent of the federal poverty guideline levels. 2018 YTD* Program Updates Authorized 2018 Program Budgets Expenditures 2018 Budget YTD Expenditures $18,480,164 $3,618,299 $7,007,628 $1,809,899 $7,281,672 $1,412,392 SoCalGas $10,091,122 $2,595,761 Total $42,860,586 $9,436,351 Utility PG&E SCE SDG&E % YTD Rate Discounts $200,479,749 $102,094,875 $37,459,295 $45,353,055 $385,386,974 20% 26% 19% 26% - * 2018 YTD Through April 30, 2018, reported in IOU ESA-CARE Monthly Report (filed May 21, 2018). 2018 New Enrollments 2018 Enrollment and Penetration Customers Enrolled 1,390,287 1,535,554 1,231,101 1,422,225 282,490 1,584,655 1,793,233 4,488,533 5,072,335 Estimated Eligible Penetration Rate 91% 87% 88% 88% - Utility PG&E SCE SDG&E SoCalGas Total Newly Enrolled Utility PG&E SCE SDG&E SoCalGas Total 79,981 101,863 22,654 321,323 111,279 315,777 2

Energy Savings Assistance Program PU Code Section 2790 requires the CPUC to provide energy efficiency services to qualifying low-income households. This program provides energy efficiency services such as weather stripping, insulation, and appliance upgrades to help these Californians better manage their energy bills. 2018 SW Participation by Type 2018 YTD* Program Updates 2018 Authorized Program Budgets and YTD Expenditures 2018 Budget YTD Expenditures $157,714,743 $44,118,779 $79,106,455 $19,114,265 $34,864,223 $7,178,316 $142,387,618 $21,149,791 $396,886,267 $89,633,658 Mobile Home 8% Utility PG&E SCE SDG&E SoCalGas Total % Unspent Funding** $26,496,000 $59,000,000 *** $15,343,000 $1,033,000 $101,872,000 28% 24% 21% 15% - Multi- family 25% Single Family 68% * 2018 YTD Through April 30, 2018, reported in IOU ESA-CARE Monthly Report (filed May 21, 2018). ** Unspent funds identified above represent the remaining uncommitted funds after conforming AL resolutions and Clear Plan Dispositions. *** Advice Letter 3743-E (Clear Plan) if approved encumbers the remaining $59M of SCE s unspent funds. 2018 YTD Households Treated 2018 Goal First Touch 94,532 5,134 93,251 20,313 21,332 2,191 115,500 10,540 324,615 38,178 Utility PG&E SCE SDG&E SoCalGas Total Go-Backs* 8,181 6,112 4,449 11,930 30,672 Total 13,315 26,426 6,640 22,470 68,851 *All IOUs are implementing 2018 YTD Annual Savings ESA KWh 10,622,140 12,672,280 1,585,708 N/A 24,880,128 Utility PG&E SCE SDG&E SoCalGas TOTAL ESA KW 13,749 1,742 925 N/A 16,416 ESA Therms 274,988 N/A 75,330 402,578 752,896 3

Energy Savings Assistance Program (contd) 2018 MULTIFAMILY UPDATES Tribal Activities No. of Federally- Recognized Tribes SPOC: All IOUs have some SPOC facilitation at this time. IOU Activities Common Areas: IOUs filed MF Common Area Measures Initiative Implementation Plans on March 1, 2018 and were effective March 31, 2018, except SDG&E, which was effective May 30, 2018, respectfully PG&E 51 Completed initial CARE-ESA penetration assessments of eligible customer households on tribal lands. Continuing work to design comprehensive contact strategies and integrated program offering. Discussions with CSD re potential leveraging outreach and projects. SCE 12 Offered the ESA Program to all twelve (12) tribal communities. Four (4) have been completed.Currently in discussions with the Colorado River Indian Tribes (CRIT), planning engagement with four (4) tribes, and awaiting responses from three (3) tribal communities. Sponsored Cal State Dominguez Hills 8th Annual Pow Wow in Los Angeles in April. An information booth was at the event with Customer Assistance Program information. Two meetings were held, one with Tracy Stanhoff, President of the American Indian Chamber of Commerce, and the other with Stephanie Green, CPUC Tribal Liaison, to discuss further involvement and coordination with Native American tribes within SoCalGas territory. Additional follow- up and meetings are scheduled in third quarter 2018. Tribal outreach was conducted with Southern California American Indian Resource Center (SCAIR) at an event at Cal State San Marcos. SCAIR and Southern California Tribal Chairmen s Association (SCTCA) attended the Energy Solutions Partner Roundtable where they learned about changes to the programs and about TOU Pricing Plan Options. SCAIR and SCTCA also shared program information in their newsletters and through social media reaching over 1,000 customers. SoCalGas Advice 5264 PG&E Advice 3943-G/5241-E SDG&E Advice 3196-E-A/2654-G-A SCE Advice 3754-E SoCalGas 20 ENERGY EDUCATION IOUs are working together on training and collateral materials. SDG&E 19 Total 102 4

Energy Savings Assistance Program (contd) SoCalGas ESA Intensified Efforts for Aliso Canyon Emergency Following the issuance of D.16-04-040 and D.17-12-009, a total of 97,204 homes were treated within the designated area through April, 2018. Treated w/o rule suspension: Treated with rule suspension: Therms saved w/o rule suspension: Therms saved with rule suspension: 41,922 55,282 612,725 653,330 5

Energy Savings Assistance Program (contd) SCE s ESA Intensified Efforts for Aliso Canyon Emergency Following the issuance of D.16-04-040 and D.17-12-009, a total of 151,480 homes were treated within the designated area through April, 2018. Treated w/o rule suspension: Treated with rule suspension: kWh saved*: kW saved*: 52,552 98,928 37,601,798 5,473 *Includes suspension rule 6 6