Low-Income Assistance Programs Update in California 2018

sce_logo Joint IOU Report of the CARE and ESA Programs Low Income Oversight Board Meeting Stockton, CA December 5, 2018 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 $10,050,122 $7,007,628 $6,148,654 $7,281,672 $4,441,923 $10,091,122 $6,278,466 $42,860,586 $26,919,165 Utility PG&E SCE SDG&E SoCalGas Total % YTD Rate Discounts $528,263,495 $328,272,902 $108,408,800 $87,356,117 $1,052,301,314 54% 88% 61% 62% - 2018 Enrollment and Penetration Customers Enrolled 1,379,937 1,535,554 1,234,611 1,422,225 284,884 1,617,107 1,793,870 4,516,539 5,072,972 2018 New Enrollments Estimated Eligible Penetration Rate 90% 87% 89% 90% - Utility Newly Enrolled Utility PG&E SCE SDG&E SoCalGas Total PG&E SCE SDG&E SoCalGas Total 201,394 270,399 58,074 271,870 801,7372 321,323 * 2018 YTD Through October 31, 2018, reported in IOU ESA-CARE Monthly Report (filed November 21, 2018). sce_logo 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 YTD Program Updates * 2018 SW Participation by Type 2018 Authorized Program Budgets and YTD Expenditures 2018 Budget1 YTD Expenditures $198,348,705 $86,944,464 $79,106,455 $55,833,627 Mobile Home 8.2% Utility PG&E SCE % Unspent Funding $26,496,000 2 $40,622,326 2 $15,343,000 3 $59,779,311 4 $142,240,637 44% 71% Multi- family 22.4% SDG&E $34,839,223 $17,939,275 51% Single Family 69.4% SoCalGas Total $194,044,051 $506,338,434 $68,116,537 $228,833,903 35% - 2018 YTD Households Treated 2018 Goal First Touch 94,532 23,899 93,251 57,568 21,332 5,233 164,175 26,934 373,290 113,634 Utility PG&E SCE SDG&E SoCalGas Total Go-Backs 37,610 16,519 8,362 44,213 106,704 Total 61,509 74,087 13,595 71,147 220,338 1 Includes 2009-2016 unspent funds authorized in Conforming AL Resolutions and Clear Plan Dispositions, and is the sum of amounts shown in IOU ESA Tables 1 and 1A. Does not include Mid-Cycle Update AL requests. 2 Unspent funds identified above represent the remaining uncommitted funds after Conforming AL Resolutions and Clear Plan Dispositions. Does not include Mid-Cycle Update AL requests. 3SDG&E: Unspent funds' balances reflect the reduction in available dollars from the Conforming AL Resolution, and shows 2009-2016 total unspent funds plus unspent 2017. 4SoCalGas total unspent funds through 2016 were $239,533,201. Of this unspent total, Conforming Advice Letter 5111-B allocated $86,474,277 to the current cycle budget, and Clear Plan Disposition AL 5256-A allocated an additional $152,045,710 to the current cycle budget, leaving $1,013,214 remaining unspent in the prior cycle. SoCalGas 2017 budget (reflecting augmentation from prior-cycle unspent funds in the Conforming Advice Letter) was $138,130,301, of which $79,364,204 were spent leaving $58,766,097 unspent. This figure, combined with the remaining prior-cycle unspent, results in a total $59,779,311 unspent funds through2017. Advice Letter 3743-E (Clear Plan) if approved encumbers the remaining $59M of SoCalGas unspent funds. 2018 YTD Annual Savings ESA KWh 44,178,117 39,375,971 3,446,138 N/A 87,001,226 sce_logo Utility PG&E SCE SDG&E SoCalGas TOTAL ESA KW 59,661 5,293 1,435 N/A 66,389 ESA Therms 1,358,729 N/A 132,072 1,156,163 2,646,964 * 2018 YTD Through October 31, 2018, reported in IOU ESA- CARE Monthly Report (filed November 21, 2018). 3

Energy Savings Assistance Program (contd) 2018 MULTIFAMILY UPDATES SPOC: All IOUs have SPOC facilitation at this time. Common Areas: All IOUs beginning to implement their Common Area Measures Initiative Implementation Plans, which became effective between March 31, 2018 and May 30, 2018. PG&E: Engaging with 10 properties (102 buildings). On target to schedule 5-6 audits by year-end. SCE: Engagement with 8 properties, of which 2 are in collaboration with SoCalGas. SoCalGas: Initiated three pilot projects (44 buildings, 1,564 units). Completed 3 ASHRAE Level 2 audits and construction design specifications; submitted 1 RFP. Developing installation standards for HW heaters and boilers. SDG&E:SDG&E s ESA CAM implementer has begun conducting outreach efforts to potentially eligible properties. SDG&E anticipates conducting audits by the end of 2018 but will not begin installation efforts until the 1st quarter 2019. ENERGY EDUCATION The statewide Energy Education Workbook has been finalized and IOUs are in the process of rolling out to outreach contractors. Tribal Activities Federally- Recognized Tribes IOU Activities Finalizing outreach strategy with Tribal Consultant (Reno Franklin) including timeline and content for Tribal consultations along with development of tracking/reporting mechanisms. Have identified resources and will be restarting internal Tribal Working Group due to numerous teams conducting meetings. Met with leadership at United Auburn Rancheria on October 24. They politely refused any participation in Low Income Programs due to their success with Thunder Valley Casino. On November 1 there was a meeting with the Yurok Tribe leaders and the Schatz Energy Research Center staff at Humboldt State University in Eureka to discuss future opportunities on tribal lands and explain the Low Income Programs. On November 2, there was a day long visit to the tribal reservation and meetings with some of the Yurok tribal members. Next steps include providing assistance in getting members signed up for programs. ESA will be a challenge due to the home repair work required before measures can be installed. As of November 21, 2018: 23 of the 25 residents on the Timbisha Reservation, Death Valley were deemed income eligible to receive services (2 exceeded income maximum). Two on-site visits were completed by ESA contractor Environmental Assessment Services & Education of California (aka EASE) on 10/10/18 and 11/13/18. As a result, 17 enrollments were completed, and same day assessments and simple measure installations were performed. Two more visits will occur before the end of Q4 to complete the final enrollments and installation of measures. Hosted an information booth at the 12th Annual Native American Heritage Month Community Pow Wow in El Monte. Customer Assistance Program information was distributed to those in attendance. Continued working with Inter-Tribal Education Collaborative on events for next quarter of 2019. November is National American Indian Heritage/Native American Heritage Month and SoCalGas is set to participate in several pow wows and activities that will be reported at the next meeting. Also continuing to work with community contacts for other opportunities within the tribal communities. Outreach met with Southern California American Indian Resource Center (SCAIR) to discuss SDG&E s participation in their annual Howka Program event held on 11/15/18. Annually, SCAIR provides over 500 food boxes to families enrolled on the Howka Program during November and December. SDG&E had a table next to the event check in. SDG&E had 110 people stop at the table and handed out: 32 ESA Applications, 20 CARE Applications and 12 Medical Baseline Applications. PG&E 51 SCE 12 SoCalGas 20 SDG&E 19 Total 102 sce_logo 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 119,938 homes were treated within the designated area through October 31, 2018. Treated w/o rule suspension: Treated with rule suspension: Therms saved w/o rule suspension: Therms saved with rule suspension: 50,777 69,161 710,578 829,300 Note: Total treated and total therms within the designated area are actual counts; however for October 2018 only, the treated units and thems saved with or without rules suspension was estimated. 5

Energy Savings Assistance Program 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 198,003 homes were treated within the designated area through October, 2018. Treated w/o rule suspension: Treated with rule suspension: kWh saved*: kW saved*: 68,505 129,498 53,712,258 7,327 *Includes suspension rule sce_logo 6 6