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Joint IOU Integrated Demand Side Management

Quarterly Summary and Compliance Tracking Report

4th Quarter 2014

2013-2014

Integrated Demand Side Management

Program

FINAL Submitted

February 2, 2015

IDSM QUARTERLY OVERVIEW- Fourth Quarter 2014February 2, 2015

Background and Overview

This report is provided in compliance with California Public Utilities Commission (Commission or CPUC) Decision 09-09-047 (“EE Decision”), which directed the investor owned utilities1 (IOUs) to establish a Statewide Integrated Demand Side Management (IDSM) Task Force (Task Force) and to file a joint advice letter that includes a detailed explanation of tasks, timelines, and role of the Task Force in addressing eight integration tasks described in the EE decision. The Task Force determined that a quarterly overview report is an appropriate method for providing periodic reporting of activities to the Commission. This reporting approach was reconfirmed in the 2013-14 IDSM Program Implementation Plan (PIP).

Organization of the Quarterly Report This Overview Report provides a highlight of quarterly activities, organized in order of the eight directives of the IDSM Task Force. The IOU sections under the directive headings list the pilots, programs, efforts, and activities with data and webpage links where available for easier access to additional information and to streamline this report. The IOUs have provided all of their Q4 section updates in detail in the Q4 2014 IOU Excel Tracking Workbook, which includes detailed IOU highlights as well as statewide efforts. Each section of the Overview Report references the appropriate tab number in the workbook for the corresponding section. Tab numbers of the Excel Tracking Workbook can be found in the upper left corner of each page as well as a heading naming the section. In addition, there are sections under each directive for information on the Evaluation, Measurement and Verification (EM&V) studies that will be conducted in the 2013-2014 timeframe entitled “2013-14 EM&V Research Studies.” All Joint IOU Quarterly Overview Reports and Tracking workbooks are uploaded and available for viewing on the Commission’s California Energy Efficiency Statistics website: http//eestats.cpuc.ca.gov/.

Directives 1 and 2: Cost Effectiveness and EM&V

The Task Force is exploring a phased approach to developing an appropriate methodology to calculate integrated cost effectiveness and an integrated EM&V approach for IDSM programs and projects.

A whitepaper was developed addressing cost effectiveness in 2011 and Directive 2 activities have been discussed regularly with the Energy Division. These efforts have been on hold since 2012 pending action by the Energy Division.

With issuance of the new IDSM OIR, Integrated Cost Effectiveness and EM&V are now part of the scope of that proceeding.

1 This report refers to Pacific Gas and Electric Company (PG&E), Southern California Edison (SCE), San Diego Gas and Electric Company (SDG&E), and Southern California Gas Company (SoCalGas), collectively as “the IOUs.”

Q4 2014 Joint IOU IDSM Summary and Compliance Tracking ReportFebruary 2, 2015 Page

Directive 3: Integrated Emerging Technologies

Both the IOUs and the Task Force track emerging technologies that have some combination of EE, DR and/or renewable self-generation capabilities.

The table below lists newly identified and/or integrated Emerging Technologies (ET) that had significant status changes that are being tracked by the IOUs. Details of the Q4 SW ET effort are outlined in the Excel Tracking Sheet Q4 2014 Joint IOU Tracking Sheet 2_2_15.xlsx Tab 1 SW Emerging Technologies.

Utility Technology Name Completion or Testing Dates

PG&E ZNE Retrofits @ UC Davis Final Phase 1 Report and Phase 2 reports posted to ETCC website in December 2014.

PG&E Expanded West Village Monitoring Project

Interim report received and reviewed in December 2014. Additional data post August 2014 to be added and report finalized by end of Q1 2015

PG&E PG&E/Honda Smart Home

Received Phase 1 Final Report July 2014, posted to ETCC. Phase 2 estimated completion in Dec 2015. Detailed monitoring began post tenant occupancy in October 2014

PG&E Cottle House ZNE Monitoring Final report received July 2014, posted to ETCC.

PG&E Sacred Heart Student Housing ZNE Monitoring Final report received December 2014, posted to ETCC

PG&E Sweetwater ZNE Monitoring Final report received December 2014, posted to ETCC

PG&E DeYoung Property - Fresno ZNE Estimated completion is late 2015. Home awaiting occupancy

PG&E Residential ZNE Ready Projects

Final report for high efficiency walls (R-25) received Dec 2014 and posted to ETCC. Draft final report for high efficiency lighting expected Jan 2015. Monitoring of two other phases (attics, ducts) currently underway. Last phase (hydronic systems) will launch in Q2 2015

PG&E Residential Smart Thermostats Testing

Estimated launch date Q2 2014. Estimated completion date Q1 2016.

PG&E SMB Advanced Controls & Sensors Retrofit Add-ons Estimated completion Dec 2015.

PG&E Calculator for Advanced Lighting Control Systems

Estimated completion revised to May 2015. Draft version of tool received and is undergoing internal beta testing.

SCE ZNE New Home Site1 Estimated completion is Q2 2015.

SCE ZNE Tract Homes Retrofit Estimated completion is 2015.

SCE ZNE Low-rise Office Estimated completion is 2016.

SCE ZNE Retrofit Commercial Training Facility Estimated completion is 2016.

Utility Technology Name Completion or Testing Dates


SCE2015 Solar Decathlon DSM Design Assistance Estimated completion is 2016.

SCE

Demonstrating Grid Integration of ZNE Communities

Estimated completion is 2016.

SCE Advanced Retrofit of Modular Classroom Estimated completion is 2016.

SCEDeep Retrofits in Low Income Multi-Family Housing

Estimated completion is 2016.

SDGE Open ADR 2.0 A/B Evaluation

Testing in Q2 and Q3 of 2015 and final report to be completed in Q4 2015.

SDGE Smart Grid for BuildingsCompleted in 2014 and published to etcc-ca.com results were mixed due to vendor's disinterest in participating in CA market. Test showed interactive capabilities of a whole building system.

SDGE CSI Low Cost Solar PV Demonstration Q2 of 2015

SDG&E HVAC Whole System Upgrade Final Report by Q4 of 2015

SCG SFR Combo System Scaled Field Placement Estimated completion is end of 2015.

SCGSmart Gas Home Demonstration & Showcase

Project is on-hold; waiting for micro CHP equipment.

SCG

KB Home Double Zero Model Home Demonstration & Showcase

Model home completed 2014 Q2. Drain heat recovery M&V ongoing and to be complete 2015 Q2. Looking for the second home now. Lab test ongoing and prelim results show 20% heat is recovered from shower drain.

SCGPark La Brea High Rise Apartments Energy Retrofit

Project is on hold because owner has AQMD compliance actions in priority.


Directive 4: Integrated Audits The IOUs created online integrated audit tools for residential and small to medium size business customers with customized audit recommendations based on customer profiles, operating characteristics, market sector potential and cost-effectiveness. The IOUs also enhanced existing integrated tools to include solar-related functionality. The IOUs continue to offer on-site integrated audits to small, medium, and large customers.

Information on the IOUs’ Q4 integrated audit tool continued development are outlined in the Excel Tracking Sheet Q4 2014 Joint IOU Tracking Sheet 2_2_15.xlsx Tab 2 SW Audit Tool.

Q1 PG&E

Q1 SCE

Q1 SDG&E

Q1 SCG

Q2 PG&E

Q2 SCE

Q2 SDG&E

Q2 SCG

Res 5,885 2,930 1,448 1,360 4,088 7402 588 795

Com 34 163 77 19 12 413 201 -3

Ind 2 17 11 - 0 16 10 -

Ag 4 0 0 - 1 1 0 -

Q3 PG&E

Q3 SCE

Q3 SDG&E

Q3 SCG

Q4 PG&E

Q4 SCE

Q4 SDG&E

Q4 SCG4

Res - 05- 1083 639 8419 -6 1133 1044

Com - 625 159 - 1353 220 856 -

Ind - 151 10 - 88 39 3 -

Ag - 31 0 - 71 20 0 -

The IOUs continue to work together to share best practices and lessons learned related to online audit tools for the residential and small commercial customers. The statewide non-residential audit team is coordinating via calls on a monthly basis and hold regular in-person meetings to share approaches and tools and to coordinate planning for the current and future portfolios. Each utility shares information on their tools and approaches to onsite audits and shared samples of onsite integrated audit reports in order to stimulate the sharing of lessons learned and best practices.

2 SCE’s residential audit number reflects April only. The online tool has been down for maintenance since May 1, 2014.3 Audit numbers for SCG’s Commercial, Industrial and Ag are unavailable for Q2.4 Audit numbers for SCG’s Commercial, Industrial and Ag are unavailable for Q4.5 SCE’s online tool has been down for maintenance since May 1, 2014.6 SCE residential audit numbers for Q4 unavailable due to tool maintenance as noted above.


Directive 5: Integrated Pilots, Programs and Activities

The Task Force regularly reviews and tracks results of various programs, IDSM Pilots and other activities. The Task Force identifies and promotes integration opportunities and tracks projects where there are integrated efforts underway in order to identify and develop best practices.

Pilots Update - Details on the Q4 IOU Pilot effort are outlined in the Excel Tracking Sheet Q4 2014 Joint IOU Tracking Sheet 2-2-15.xlsx Tabs 3-5 for the individual IOU pilots information.

PG&E WE&T — Connections Program:

o PowerSave Campus: Students at Humboldt State University have continued their Green Workplace Certification and Assessment program educating staff and faculty about energy efficiency in the workplace and helping them implement strategies to save energy. Students at CSU Chico have initiated a showerhead timer retrofit and education program for four residence halls that began in Q4.

o Energenius Program: In Q4, Energenius updated the Teacher Guides to include Common Core State Standards (CCSS) and Next Generation Science Standards (NGSS) to show how IDSM concepts support curriculum standards.

SCE Sustainable Communities: This program worked diligently on showing builders and developers

a pathway to IDSM and ZNE. Projects demonstrated energy efficiency, water efficiency, distributed generation and future code compliance.

EE/DR Pilots: Goals have been established and progress has continued.

Non-Residential New Construction: During the fourth quarter of 2014 the IDSM Non-Residential New Construction pilot made significant progress in a number of areas. The pilot team facilitated direct, detailed discussion with the building design teams for three of the four candidate pilot sites. This moved the team closer to creating final specifications for the technology enhancements that will be piloted in each of those facilities to highlight the Automated Demand Response (ADR) capabilities inherent in each solution. In addition, the Pilot team reached an agreement, in principle, with a third party engineering consultant (ASWB Engineering) to develop an enhanced modeling and simulation tool that will enable the team to predict the behavior of each pilot building under test conditions. The consultant will also assist with measurement and verification of load reduction during actual DR test events at each of the pilot sites. Finally, the pilot team confirmed the members of an internal SCE governance committee for the NRNC pilot and conducted the first of what will be an ongoing series of quarterly briefings to this committee. The committee, consisting of a wide array of stakeholders, provided helpful feedback and affirmed the overall approach that the pilot team is pursuing. The Pilot team is optimistic that technology enhancements will be confirmed for up to three of the four pilot sites during the first quarter of 2015 and expects construction to commence on several of the projects during the second quarter of 2015.

o Institutional and Government Partnerships Pilot: The team completed 332 IDSM audits as of December 31, 2014. These 332 audits have identified a total potential savings of 27,161,193 kWh and 18,958 energy-efficiency kW. The audits have also identified a total potential of 1,810 peak kW DR. The pipeline created by the audits is in use by SCE's


account management to convert audit findings into projects. Examples include four projects based on IDSM audits performed at Naval Base Ventura County that are underway for a total savings of 2.4 million kWh and 730 kW.

o Energy Leaders Partnership Pilot: To support IDSM efforts with over 100 City and County partners, SCE conducted or supported the following activities:

10/22/14: IDSM Readiness Workshop—SouthBay Partnership. 11/12/14: IDSM Readiness Workshop—Desert Cities Partnership. These IDSM

Workshops focused on Demand Response strategies for government customers. Workshops were taught by Dave Wylie.

10/17/14: Dynamic Pricing Marketing Toolkits were emailed out to 119 partners. Conducted IDSM presentation to Culver City staff bringing awareness around

IDSM concepts and ways to reduce energy usage.

o WE&T — Connections Program: Smart Students

PowerSave Schools -In Q4, ten additional SEAT were conducted. Five of the ten were directly to low-income students. One school also volunteered with GRID to help with solar panels (no costs involved with the project). PG&E conducted four SEAT with one for low-income students.

PEAK - In Q4, eleven Green Mentor site visits were completed and were very well received by teachers and students for SCE and SCG. The kWickbook campaign rolled out in October 2014 and teachers across the region and the state will be implementing kWickbook activities through April 2015 for PG&E, SCE, SCG, SDG&E. Also, PEAK rolled out Net-Zero energy series, brief online videos and resource sheets for a set of opt-in pilots for teachers for PG&E, SCE, SCG, and SDG&E.

LivingWise - In Q4 the LivingWise program realized 7,741 students, teachers, and their families implementing throughout SCE's service area providing IDSM concepts, age appropriate WE&T career introductions, and Energy/Water Nexus educational content for SCG and SCE.

PoweSave Campus - In Q4, interns from six campuses (UC Santa Barbara, UC Irvine, UC San Diego, Humboldt, UC Berkeley, CSULB) have received additional training and have presented to students. Barbara plans to conduct an IDSM outreach effort on campus in October.

Building Operator Certification (BOC®)

Building Operator Certification (BOC®): SCE and the Northwest Energy Efficiency Council have scheduled the nationally recognized Building Operator Certification Level I training course in Woodland Hills on March 25, 2015 and in Temecula on April 14, 2015. A Level I series is also scheduled for Santa Barbara in the fall of 2015. Additionally, one more Level I and two Level II series classes are scheduled for the 2015 program year. NEEC would be responsible for all aspects of training delivery, including registration, instruction, student record keeping and issuance of certifications.

o Sustainability Circles: SCE is actively recruiting customers to fill Orange County and San Gabriel Circles after completing the School District Sustainability Circle in June. The City of Irvine sponsored an information session in early October to educate and


encourage customers in Irvine area. Cal State Dominguez Hills and Mattel completed the Los Angeles Circle in early December.

o Upstream HVAC with Automated Demand Response (ADR): There are 140 tons (15 high-efficiency HVAC units with Auto-DR controls) signed up for program with estimated installation by the first quarter of 2015. Distributor is currently testing one office building (one of six sites) for a 55-ton variable refrigerant flow (VRF) installation with Auto-DR controls.

o IDSM Retro-commissioning (RCx): Investigation reports have completed for a large medical building and small university; pending customer meeting.

SDG&E DR Small Customer Technology Deployment (SCTD): In 2014, a total of 15,812 smart

thermostats were installed between residential and small/medium business customers achieving 105% of goal. Since June 2014 when the residential ecobee thermostat program deployment began, a total of 6,479 thermostats were installed of which 5,339 were unique SDGE customers. Load Research will be providing the team M&V results from the DR events that occurred over the summer to make informed decisions on 2015 and beyond.

New Construction Demand Response Pilot: SDG&E began a joint collaboration between the New Construction DR Pilot and New Construction EE (California Advanced Homes Program) to sponsor a Habitat for Humanity new construction single-family home that is fully equipped with Energy Efficient measures as well as a DR-enabled GreenHome system. Home construction is complete, but due to underground pipe issues, the homeowner has not been selected and the home must be re-inspected prior to occupation. Expected completion of pipe repairs and inspection is March 2015, with homeowner selection to take place after that point. Upon home occupation, the SDG&E New Construction Pilot will be performing a load shed test and cost analysis to exhibit improved load shed potential and cost savings due to installation and commissioning of DR-enabled GreenHome System.

Small-Medium Business Thermostat Deployment: In Q4 2014, the HAN team used two strategies to further market the deployment of the ecobee EMS Si Programmable Communicating Thermostats (PCTs) to business customers. One strategy used was having a third party for a call campaign that the Smart Pricing Plan (SPP) team was using to offer new SPP rates to customers. The HAN team partnered with the SPP team to offer the PCTs during the call campaign, which started in October and ended in mid-December of 2014. From this joint SPP/PCT call campaign, 103 accounts were enrolled with 259 installations scheduled and one installation completed by year-end 2014. The other strategy used was launching a contest with all the account executives from October 6 through December 1 2014. The contest offered rewards, and a grand prize drawing for the account executives that provided an SPP enrollment and PCT installation for the same customers. This strategy has been very successful and yielded 279 new account leads and 1,534 installations for the period of the contest. The forecasted year-end total for business installation was 9,299 thermostats, and the HAN team closed out year-end 2014 with 9,333 installations.

SOCAL GAS Sustainable Communities: SCG is assisting Playa Vista with the design of the Playa Vista

Community Center, which will include latest cogen technology to generate both hot water and electricity, and multiple EE measures (such as advanced LED lighting). Project has been


completed in Q3, and is scheduled for unveiling in January 2015. A dashboard is being installed by Emerging Technologies (in partnership with LADWP) to monitor energy consumption.

Integrated Internal Training Efforts - Details on the Q4 SW Internal IDSM Training effort are outlined in the Excel Tracking Sheet Q4 2014 Joint IOU Tracking Sheet 2-2-15.xlsx Tab 6 SW Internal IDSM Training.

PG&EThe PG&E IDSM Summit planning team, including representatives from Program, Marketing, Product, and Sales staff is planning for the 2015 IDSM Sales Summit and making refinements based on the feedback from the Summits in 2013 and 2014. The 2015 IDSM Summit will be held in April 2015.

SCEThe SCE IDSM Summit planning team, including representatives from Program, Marketing, Product, Engineering and Customer Facing staff is planning for the 2015 IDSM Summit and making refinements based on the feedback from the Summits in 2013 and 2014. The 2015 IDSM Summit will be held on February 4, 2015.

SoCalGasSoCalGas holds a quarterly informational session with program staff to discuss program integration strategies to combine electric and water opportunities with natural gas ones. Activities in Q4 revolved around renewing partnership opportunities internally and externally with other utilities. Each partnership program performed a review of upcoming integrated activities in 2015.

Integrated WE&T Update - Details on the Q4 IOU WE&T effort is outlined in the Excel Tracking Sheet Q4 2014 Joint IOU Tracking Sheet 2-2-15.xlsx Tabs 7-12 for the individual IOU’s WE&T course information.

PG&E SCE SDG&E SoCalGas0

10

20

30

40

50

60

13

5

50

1

8

2

47

0

94

37

1

IOU IDSM WE&T Total Courses

Total IDSM CoursesBuilding Systems DefinitionTechnology Definition


Energy Savings Assistance (ESA) Program—Details on the Q4 IOU ESA Program are included in the Excel Tracking Sheet Q4 2014 Joint IOU Tracking Sheet 2-2-15.xlsx Tabs 13-16 for the individual IOU’s ESA Programs.

PG&EIn Q4, MIDI served 1,268 hard-to-reach moderate-income customers in regions of PG&E's service territory. Efforts to integrate service delivery with California Alternate Rates for Energy (CARE) and Family Electric Rate Assistance (FERA) are ongoing. There have been 1,176 existing ESA AC Tune-Up customers referred into SmartAC through Q4.

SCERepresentatives of the Mobile Energy Unit (MEU) Program attended 34 customer events. Customers were provided educational materials regarding energy efficiency, demand response, SmartConnect™, self-generation, and Income Qualified programs. The MEU Program received 1,277 leads requesting more program information and collected 63 CARE/FERA applications. A total of 71 applications were collected through ESA outreach efforts.

SDG&E In Q4, three new ESA leads were generated as the result of customer participation in the CARE program. Four enrollments resulted from CARE leads, some of which were received prior to Q4. SDG&E will be leveraging relationships with the LIHEAP agencies in our service territory to help with enrollment. In Q4, 1469 ESA leads originated from LIHEAP agencies resulting in 833 enrollments in ESA program.

SCGThe implementation of IDSM measures at City Gardens has concluded. Southern California Gas is presently working closely with LINC and SCE on the implementation of the near-zero net energy for 30 units in Lancaster, California. Southern California Gas has brought on board a full-time, dedicated account executive for multifamily (MF) property owners since Q1 2014. This AE helps integrate SoCalGas’ various programs and offerings with those from the electric and water utility in their presentation to the multifamily portfolio owners and managers. The new MF AE is currently working with more than five large low-income housing organizations to implement various energy and water efficiency opportunities, including the City of LA Housing Authority.


Type of Indicators (Q3) Lead counts

Total number of Events 34

Total number of Event Days 41

Total number of Customer Contacts 5,324

Total number of Energy Efficiency leads generated 971

Total number of Income Qualified leads generated 306

Total number of leads generated 1,277

Total CARE/FERA applications collected 63

Total ESA (EMA) applications collected 71

Total interested in Income Qualified 284

Total interested in CSI 578

Total interested in SmartConnect 182

SoCalGas' efforts to integrate services and offerings to the multifamily sector in its territory (including implementing a single-point-of-contact for large housing portfolios) have helped drawn attention to this sector, particularly in the City of Los Angeles. Consequently, LADWP, the primary electricity and water provider in the City of LA has indicate interest to join SoCalGas in jointly implementing the low-income direct install (ESA) program to deliver gas, electricity and water measures to the low-income multifamily sector at the same time. Under such partnership, SoCalGas will lead the program, and LADWP will fund the electric and water measures installed on their behalf. The partnership was originally scheduled to launch in Q4, but has been postponed to 2015.

SoCalGas has reached an agreement with the cities of Riverside and Anaheim to jointly deliver ESA where the city will fund electric and water measures. A similar partnership is being discussed with the city of Pasadena and Metropolitan Water District.

Integrated Efforts Update - Information on the Q4 IOU Integrated Efforts are outlined in the Excel Tracking Sheet Q4 2014 Joint IOU Tracking Sheet 2-2-15.xlsx Tabs 17-20 for the individual IOU’s IDSM efforts.

Integrated Project Highlights

PG&E Integrated Project Profile

Berkeley Public Library In 2013, Berkeley Public Library built a state-of-the-art West branch that was to consume no more energy than it produced. Thanks to the latest solar technologies, the sun supplies the library with both electricity and heat. On the demand side of things, architects maximized natural light and ventilation, among other efficiency designs and materials.

ResultsOver the past 12 months the library actually produced about 10% more energy than it consumed. And, surprisingly, it didn’t cost that much extra to build. In 2013, Berkeley also built a new South branch, more of a first generation-type energy efficiency building. The branch that doesn’t get a utility bill cost $592 a square foot to build—just $18 per square foot more than the similarly sized South branch.

Measure Highlights IncludeNatural Ventilation, On-Site Energy Generation (DG), Daylighting at 90 percent of space, Cool Roof, Radiant Floor Heating and Cooling, Triple Glaze Low-e Windows, and Thermal Chimney.

As part of PG&E’s partnership with local cities, the company helped the Berkeley Public Library‘s new West Branch become a model of energy efficiency.

Q4 2014 Joint IOU IDSM Summary and Compliance Tracking ReportFebruary 2, 2015 Page 10

http://www.pgecurrents.com/2015/01/14/pge-supports-northern-california-cities-in-5-million-georgetown-energy-efficiency-competition/300x200_guenergy_1/

SCE Integrated Project Profiles

S Bravo S Bravo is a growing small-to-medium business within SCE's service territory that manufacturers containers that capture any leakage from underground fuel tanks to prevent water and ground contamination. The container, called the “Bravo Box,” was developed by the company’s founder. S Bravo is a woman and minority owned business recently recognized by SCE for Hispanic Heritage month and celebrated as an example of how businesses can integrate SCE’s programs to help save energy and reduce costs while growing. When SCE first began talks with the customer, they were less than a 100 kW peak demand sized customer, but their business has grown rapidly in just a couple of years SCE’s account rep worked in conjunction with engineering resources on this project. Through system optimization and VFD on the blower of their new RTO, S Bravo was able to claim a savings of 186 kW and 716,954 kWhs. S Bravo is actively participating on CPP and received credits of $11,324in the summer of 2014. With their recently received $76,000 incentive check as a down payment, S Bravo is now looking at self-generation opportunities (solar) within the coming year.

East Valley Water DistrictEast Valley Water District (EVWD) provides water and sewer collection services to about 97,000 people in the San Bernardino area. EVWD works with their SCE Account Manager (AM) to review all aspects of their business and look for any and all solutions to use energy more efficiently in order to cut costs, be good stewards of the environment, and pass savings on to their ratepayers. EVWD has been an active participant in SCE’s Pump Testing program and continually reviews results with their SCE AM to identify target sites in need of upgrades for energy efficiency. EVWD has also been a consistent participant in SCE DR programs, and in 2012, enlisted the assistance of Honeywell to help facilitate their SCADA upgrades for DR automation. This led to further engagement of their holistic approach to IDSM, with a system optimization effort that incorporates energy efficiency as well as rate and water use optimization. In 2014 the district completed one Savings By Design project, six calculated projects based off Pump Tests, and one Auto DR project. They saved 1,199,041 kWh and 310 KW, and received $96,000 in EE Incentives. They posted 2 MW of Demand Shed for AutoDR and received $569,879 in incentives. For 2015 they are executing a System Optimization project in RCx and an In-Conduit Hydro project through SGIP.

Polycycle SolutionsPolycycle Solutions manufactures reusable plastic bottles to several well-known nationwide water bottling companies. The SCE Account Manager (AM) started working with customer in 2011 when customer believed their production would increase. The AM recommended an energy audit and participating in SCE’s Third Party Programs who could assist them with EE recommendations on current load and any future added load to help offset energy cost. In addition, the AM recommended that the customer participate in a DR program to help alleviate cost specifically during the summer months. The AM presented the customer with 3rd Party and DR Programs along with rate analyses to show how the programs could help reduce energy consumption and costs. In 2014 the customer completed an EE project resulting in 280,245 kWhs saved and a 41.5 kW reduction with an incentive of $29,373. They are currently approved (pending IR) to implement Chilled Water Systems upgrades for an estimated additional 309,148 kWhs and an estimated 53.3 kW reduction with an estimated incentive $51,705 scheduled for Q2 2015. Polycycle Solutions is an active participant in SCE’s BIP and DBP programs with annual savings of $53,780 with zero penalty charges during the BIP event that occurred February 6, 2014. SCE’s AM continues to partner with the customer to discuss new EE opportunities, analyze BIP for the opportunity to maximize credits, and assist with engineering support as needed on energy efficiency projects.


SDG&E Integrated Project Profile

Customer Analytics System – Next Best OfferIn 2013, SDG&E initiated a project to develop a Customer Analytics System (CAS). The CAS uses customer data from a variety of internal sources to determine which additional products or services might be best suited to an individual customer. The best products and services are marked as an NBO and those options are presented to the customer by a customer contact center representative. Customer responses are recorded as feedback into the system for future analytics. The system will serve as a foundation to other channels and applications to improve SDG&E’s ability to provide individualized offers and information to its customers and improve the overall customer experience.

In October 2014, SDG&E completed the first major phase of the project and launched a pilot to identify Next Best Options (NBOs) for customers calling the Customer Contact Center. The pilot consists of 10 of the 21 NBOs offered by 10 SDG&E representatives. Results from the pilot have been impressive with a 37% customer acceptance rate. The project will be fully deployed with all 21 NBOs and all contact center representatives by the end of January 2015.

As a whole, the CAS project is part of a strategic initiative in SDG&E to increase the company’s analytics capabilities to further enhance the ability of the call agents to be Trusted Energy Advisors. The market in California is changing rapidly as more customers get rooftop solar and electric vehicles which increase the challenges to managing the grid. Creating CAS helps the company to identify trends while at the same time providing customized service to each individual customer. The goals for the NBOs are to improve the customer experience, while creating the foundation for an analytics platform focused on customer engagement.

The NBO uses many data inputs to select the best option for each individual customer. Eligibility is the first factor, but the models also use marketing ROI (return on investment) and propensity. Marketing ROI helps to identify the right customers for each program or service goals, such as selecting high cost-of-service channel users for stepping towards more self-service channels. The propensity model determines the likelihood that the customer will accept the offer, based on how alike or different that customer is compared to other customers. Factors such as customer segmentation and service participation help provide a tailored solution to each customer calling the contact center.

According to several tier-1 consultants, SDG&E is the first electric utility to implement a “Next Best Option” service to our customers backed by a Customer Analytics System. The reference architecture has been used in other industries such as banking, insurance, and telecoms but not in the electric or gas utilities sector. This continues to position SDG&E on the right track to further offer customized solutions, to the right customer at that right time.


SoCalGas Integrated Project Profile

IDSM Coordination to Serve the Housing Authority of the City of Los Angeles (HACLA)

Through the success of the City Gardens project with LINC, SoCalGas pioneered the use of a single-point-of-contact for multifamily properties leading to the hiring of a full-time multifamily dedicated account executive to serve this sector. The multifamily account executive has been working with multiple large affordable housing organizations to coordinate energy and water efficiency products and services from SoCalGas and other utilities/service providers. One of these organizations is HACLA, a state-chartered agency that provides affordable housing to low-income residents of Los Angeles.

SoCalGas coordinated services and rebates for HACLA’s portfolio of 109 properties encompassing over 9,000 units. The services and rebates came from various programs offered by SoCalGas, as well as Los Angeles Department of Water and Power that provides water and electricity to most of HACLA’s properties. Below is the list of programs that served HACLA and the estimated total savings for the properties. Work is still ongoing with HACLA with plans for the upcoming joint SoCalGas and LADWP Energy Savings Assistance Program to provide direct-installed measures to qualifying properties.

» Energy Smart (Joint SoCalGas/LADWP Program) - Low-flow showerheads and aerators (Installed Aug – Oct)

» On-Demand Efficiency (SoCalGas Program) - Boiler Recirculation pump and controller program (Installed Aug – Sept)

» Multifamily Energy Efficiency Rebate (SoCalGas Program) - Tankless water heater rebates (Installed Oct)

» LADWP’s Technical Assistance Program (LADWP Program) - Low-flow hose bib rebate (Installed Sept)

» Total Rebates $95,390 (SoCalGas + LADWP)

» Total Properties/Units Treated 43 properties, 6,035 units treated

» Total Energy/Water Savings 92,645 therms; 42,445,233 gallons/yr

HACLA Properties


SW Integrated California Solar Initiative (CSI ) —The Statewide CSI program is offered to residential and commercial customers.7

PG&EGeneral CSI: Completed three residential and 48 non-residential projects in Q4 of 2014.

Multifamily Solar Homes Program: One low-income multi-family complex was completed in Q4 of 2014.

Solar Water Heating Program: Completed 23 residential, three commercial/multi-family, 13 residential low income and two multi-family low-income projects in Q4 of 2014.

Single Family Low Income: Completed 119 low-income single-family homes in Q4 of 2014.

SCEGeneral Market CSI: Completed 517 residential and 83 non-residential projects in Q4 of 2014.

Multifamily Solar Homes Program: Completed one low-income multi-family complex in Q4 of 2014.

Solar Water Heating Program: Completed zero projects for both Residential and Non Residential

Single Family Low Income: Completed 162 low-income single-family homes in Q4 of 2014.

SDG&EThe Center of Sustainable Energy manages the CSI program for SDG&E's service territory.

SoCalGasSoCalGas received 348 solar thermal incentive applications in Q4 2014 (55 residential and 293 business/multifamily).

Continuous Energy Improvement (CEI)

PG&EThe five customers participating in our large customer cohort program completed all the steps in the energy management journey, including the year end final report. A second Sustainability Circle was completed in October 2014. This Circle was made up of nine commercial businesses in Pleasanton, CA and the City of Pleasanton. Each entity presented their sustainability plans, which included 162 initiatives for energy and waste reduction, improved water usage and improvements to the use of natural resources and materials in the operation or their businesses with a projected annual savings of $2.2 million, CO2 reduction of 2,800 metric tons, 4,069,000 kWh of energy, and 51.1 million gallons of water.

SDG&ESustainability Circle 4, with seven customers, had their second and third sessions in Q4. Sustainability Circle 5 has just been established. The cohorts in this Circle are 13 churches within the Catholic Diocese of San Diego. This is the first Circle that has had a single target customer. We are looking at hosting additional Circles with a single targeted customer in 2015.

2013-14 EM&V Research Studies

7 Beginning 9/1/14, the Energy Commission became the sole program administrator for the New Solar Homes Partnership program in PG&E, SCE, and SDG&E service territories. The utilities no longer administer the NSHP program.


The IOUs provided information to Evergreen Economics in Q4 to support the IDSM research study for in-depth examination of costs and benefits of recent IDSM retrofit projects. Finding candidate projects that fit the necessary requirements was challenging due to the 200 kW annual peak load limit specified in the data request. The IOUs are working with Energy Division and Evergreen (the consultant) to understand the need for the 200 kW limit and revise if possible.

The IOUs provided initial comments to Evergreen Economics on the draft research plan and telephone survey instrument for IDSM customer research on December 18, 2014. The IOUs’ main concern is that the survey instrument is too long in its current form and needs to be revised and shortened. The draft plan and survey instrument are under review and expected to be finalized in Q1 of 2015.

Directive 6: Regular Reports

The Task Force reviews integration activities and tracks results through statewide meetings and formal reports to the CPUC. The reports can be found at http//eestats.cpuc.ca.gov

In compliance with Directive 6, the SW IDSM Task Force will continue to submit quarterly reports to the Energy Division highlighting the IOUs’ IDSM accomplishments. Below is the table of dates for the Quarterly reports for the 2014 program year.

2014 Report ScheduleJoint IOU Integrated Demand Side Management Quarterly Summary and Compliance Tracking Report 5/1/14 8/1/14 11/3/14 2/2/15

Directive 7: Internal Teams

The IOUs have internal integration teams that meet monthly or on an as-needed basis with IOU staff from EE, DR, DG/CSI, ESA, Marketing and Delivery channels, such as utility account representatives, and Third Party/Government Partnerships.

In compliance with Directive 7, the IOUs have developed internal utility Integration Teams. The Q4 details of the IOU SW Integrated Team meetings are in the Excel Tracking Sheet Q4 2014 Joint IOU Tracking Sheet 2-2-15.xlsx Tab 21 for the SW Integrated Team information.


Directive 8: Integrated Marketing

The Task Force tracks, reports and shares best practices related to local integrated marketing campaigns for residential and business customers.

Details on the Q4 IOU Marketing for business and residential are outlined in the Excel Tracking Sheet Q4 2014 Joint IOU Tracking Sheet 2-2-14.xlsx Tabs 22-29 for the individual IOU’s detailed marketing information.

PG&E SmartRate Retention Series: Continued into Q4-2014.

Goal: The more customers learn to conserve energy the more they will save on SmartRate and stay enrolled in the rate plan. Description: A series of Emails or Direct Mail postcards are sent to customers. The communications include tips on saving energy, as well as one that encourages them to take an "energy check-up" online. The "MyEnergy" online tool provides tips to customers on saving energy that are personalized to their household. In addition, MyEnergy shows suggests to customers the best rate based upon their past year's energy usage.

SmartAC DSM Marketing: Continued into Q4-2014. Testing an offer of a higher incentive ($100 rather than standard $50) to SmartAC customers in targeted residential areas to reduce peak load in order to defer transmission and distribution infrastructure upgrades at specific substations and feeders.

SmartAC Acquisition Campaign: Multi-channel, multi-touch acquisition campaign, targeting 770k SmartAC customers continuing from September into October and early November.

CARE Acquisition Campaign: Multi-channel, multi-touch acquisition campaign, targeting 350K CARE-eligible customers ran October to December. Continuing to conduct digital paid banner ads and search as well as radio throughout the rest of the year.

CARE High Usage Campaign Post enrollment verification: Continued into Q4-2014. Mailed every month to approx. 5k CARE participants identified as high energy users (400% above baseline) with detailed instructions on how to fulfill new CPUC requirements to continue receiving the CARE discount. This effort started in July and will continue on a monthly basis. Goal: Reduce operating costs, remove ineligible customers from the program and provide subsidy to truly qualified customers.

ESA Acquisition Campaign: Multi-channel, multi-touch acquisition campaign, targeting 400k ESA-eligible customers ran in October - November. Continuing to conduct digital paid banner ads and search as well as radio throughout the rest of the year.

NEM Communications Plan: Continued into Q4-2014. Develop a plan to NEM Customers to help them better understand NEM billing and offering value added information such as maintaining your system and energy efficiency to get the most out of their solar investment.

Digital Newsletter: Continued into Q4-2014. Monthly “themed” newsletter to residential population (~1.5MM) Highlight programs w/ inclusion of other relevant topics to establish “trusted energy advisor” relationship.

Energy House Calls - Home Upgrade: Continued into Q4-2014. Webisode featuring Home Upgrade program promoting a whole house approach to energy efficiency. Video included integration of My Energy, fridge rebates, and Appliance Recycling.


Electric Vehicle Rate Transition: First email in a multi-touch campaign to notify customers about the upcoming electric vehicle rate transition. The communication links to a microsite where customers can see a custom rate analysis and request a rate change.

Retail and Event Rebate Tear Pads: Tear pads build awareness of energy efficient products and rebates and are also used as a takeaway and/or reminder for customers that are shopping for appliances. These tear pads can be found at key retail locations and are distributed at events throughout the year. These pads highlight EE rebates, My Energy, and the Home Energy Check-up tool on pge.com.

Business Peak Day Pricing Default Awareness Digital Campaign: Continued into Q4-2014. Rich media

and standard display digital executions drive traffic to Peak Day Pricing web landing environment, where users can learn more about what the upcoming transition in November 2014 means for their business. Message focuses on awareness of transition, and understanding of Peak Day Pricing's key benefits and features like Event Days and Bill Protection.

Peak Day Pricing Default Awareness Paid Search Campaign: Continued into Q4-2014. Search engine marketing campaign drives users who are seeking rate and energy-saving information directly to relevant PG&E tools and resources.

Peak Day Pricing Readiness bill insert: Continued into Q4-2014. This Peak Day Pricing bill insert is being sent to Small and Medium Business customers (~72K accounts) who will transition to a Peak Day Pricing rate plan in November 2014. This bill insert educates customers about Peak Day Pricing and helps them prepare and make an informed decision about enrolling in or opting out of the rate plan early.

Peak Day Pricing Custom Rate Comparison DM: Continued into Q4-2014. As part of preparing SMB customers for the November 2014 transition to Peak Day Pricing rates, we are sending applicable customers (~60,000 Accounts, ~106,000 SAs) a custom rate comparison mailer that estimates how their bills will be impacted by the Peak Day Pricing rate. The mailer also shares tips to help the customer save energy to lower their bills. Three versions of the mailer and the envelope have been created:

- Savers version: service agreements that are estimated to save $100 or more annually.- Moderate Impact version: service agreements estimated to have an annual bill impact

between $99 savings and $49 increase.- Non-Savers version: service agreements that are estimated to have a bill increase of $50

or more annually. 60- & 30-Day Peak Day Pricing Transition Notification Letters: Continued into Q4-2014.

Letter sent to Tranche 1 customers (~140K accounts) 60 days, then 30 days, in advance of transition to Peak Day Pricing in November 2014, to inform them of their service agreements' upcoming transition, remind them of the risk-free trial with automatic Bill Protection, and drive them to do an online rate analysis, make a pro-active enrollment or opt-out decision, and update their notification preferences online.

Tips & Tools DM and Bill Insert: Continued into Q4-2014. Direct mail and bill insert to Tranche 2 customers (~60K accounts) in the midst of their first summer season on a time-of-use rate plan, reminding them of the rate structure and providing quick tips on how to save energy and money during the summer season.

Time-of-Use Custom Rate Comparison DM: Continued into Q4-2014. As part of preparing SMB customers for the November 2014 transition from flat electric rates to time-of-use rates, we are sending applicable customers (~50,000 Accounts / 72,000 SAs) a custom rate comparison mailer that estimates how their bills will be impacted by time-of-use rates. The mailer also shares tips to help the customer save energy and lower their bills. Two versions of the mailer and the envelope have been created:


- Savers version: service agreements that are estimated to save annually on a time-of-use rate plan. These mailers also include an estimate of the customer's bills if they optionally enroll in Peak Day Pricing.

- Non-Savers version: service agreements that are estimated to have an annual bill increase on a time-of-use rate plan.

60 & 30 Day Time-of-Use Transition Notification Letters: Continued into Q4-2014. Letter sent to Tranche 3 customers (~56K accounts) 60 days, then 30 days, in advance of transition to time-of-use in November 2014, to inform them of their service agreements' upcoming transition, including a call-to-action to go to My Energy for usage and rate analysis information, and offering the Business Energy Checkup and Money-Back Tool as additional online resources.

My Energy bill insert: Continued into Q4-2014. Bill insert sent to Small Ag Tranche 3 customers (~6K accounts), directing them to learn about their rate plan options and energy usage in My Energy in advance of their March 2015 transition.

Industry Engagement – Ag/FP: Staffed and hosted booth at seven industry events: California Ground Water Assn, California Pest Control Advisors Assn, California Bountiful in Anderson, Ag Renewable Energy Conf & Expo, North Coast Wine Industry Expo, California Farm Bureau Federation Annual Meeting, and The Almond Conf

High Touch: Invited and hosted farmers to two post harvest workshops in Stockton & Madera. Expanded Outreach: Continued into Q4-2014. PG&E's network of Ag experts is being invited to

present on EE and Drought at an expanding number of conferences and workshops that are hosted by industry groups.

PG&E's Energy Advisor for Business ENewsletter: Timeframe: Year-round, monthly. Continued into Q4-2014. Description: Sent to all small and medium commercial customers for whom we have an email address (approx. 70K); new signups received weekly through www.pge.com/EnergyAdvisor. Features PG&E’s latest news and tools for businesses, including topics such as: Time-of-use, My Energy, energy assessments, seasonal savings tips, rebates, case studies, emergency preparedness, solar offerings and lots more.

Content Marketing through new Business Resource Center: Content Marketing includes the creation of online articles, eBooks and a website - we leverage Google search engine marketing (SEM) and search engine optimization best practices to elevate content to our customers who are seeking advice and insights on various PG&E oriented topics. We've included energy efficiency, DR, DG and Rates into this campaign - however energy efficiency was the lead. The Business Resource Center can be found at (http://www.pge.com/en/mybusiness/save/smbblog/index.page?).

Business Energy Reports: Continued into Q4-2014. Business Energy Reports launched alpha and beta pilots deliver to 15,000 small to medium sized business customers. Similar to Home Energy Reports, customers initially receive three reports monthly followed by four additional reports bi-monthly for a total of seven over twelve months. The reports contain customized usage comparison and estimated end-use breakdown based on business type, size, and area. Month-over-month energy usage performance tracking. Focused savings ideas prioritized by the customer’s top end-uses and seasonal considerations. Personalized energy recommendations including PG&E rebates and behavioral tips. Lastly, targeted marketing to promote PG&E programs including Energy Efficiency Financing, HVAC QM, Peak Day Pricing, MyEnergy, eBills, and Business Energy Checkup.

Industry Engagement - HighTech: Sponsored and present at the Silicon Valley Leadership Group Data Center Summit at Santa Clara University and presented at a Electric Vehicle and Energy Efficiency workshop at SAP in Palo Alto.

Industry Engagement - Commercial: Hosted a booth at the Edison Electric Institute Fall National Key Accounts Workshop in San Diego and a booth at the Housing Leadership Dav event for builders and designers in San Mateo.


http://www.pge.com/en/mybusiness/save/smbblog/index.page?

Industry Engagement - Oil: Participated in the Western States Petroleum Association conf held at Rancho Bernardo. Also concluded our series of workshops with the Petroleum Technology Transfer Council (PTTC).

SMB Integrated Pilot: Continued into Q4-2014. Sent to 50k small and medium business customers in total. This is a multi-touch campaign that spans from May through October 2014. For 10k customers, we sent a direct mail piece to asking them to sign up for My Energy. For 37k customers who already have a My Energy account plus those who completed a My Energy account from the direct mailer, we sent an email asking them to sign up for the Business Energy Checkup (BEC). For 3k customers who already completed an audit plus those who completed a BEC from the email outreach, we sent another email asking them to apply for a rebate.


SCE ResidentialIn the fourth quarter of 2014, SCE continued to support integrated demand side management marketing, education and outreach activities for residential customers. Customers who turned on new service or transferred existing service were sent a welcome postcard or email highlighting information on energy efficiency, demand response, solar and low-income messaging, including CARE and FERA. This information is electronically available on the Welcome Kit microsite accessible via a link on the postcard and email.

In the fourth quarter alone, more than 58,000 welcome postcards were mailed and more than 59,000 welcome emails deployed.

Samples include:

Welcome Postcard (Front) Welcome Postcard (Back)

Landing Page


BusinessSouthern California Edison’s business-to-business marketing for the fourth quarter of 2014 focused primarily on the development of seven IDSM customer testimonials featuring numerous energy efficiency measures and demand response programs:

Linde (Manufacturing) Eastern Municipal Water District Pechanga Casino Pitiglano Farms Shmaze Custom Coatings (Manufacturing) City of Rancho Mirage


SDG&E Residential Marketing

Residential OutreachIn Q4 the outreach team was focused primarily on safety and emergency preparedness. The new SDG&E mobile app was promoted including the mobile ESA enrollment and cost calculator. TechniArt continued to be a great partner selling LED lights, including LED holiday light strands and water-saving devices at events along with our outreach team.


SDG&E’s marketing team and authorized contractor, TechniArt, collaborated on a pilot giving customers in select zips a free, installed advanced power strip for home entertainment devices. The week before TechniArt began their door-to-door campaign, customers received an email notifying them TechniArt would be visiting their neighborhood soon and promoted the benefits of the product. The goal was to install 750 power strips by year-end, which was accomplished. Also, in Q4, a kiosk was installed at a Home Depot location to serve as a one-stop-shop for customers to learn about energy and water-saving solutions. The intent is for customers to engage with the display and encourage them to purchase energy-saving appliances, lighting and products.

Small and Mid-Size Business MarketingSDG&E wrapped up its 2014 "Good4Biz" mass media campaign in Q4. The campaign focused on providing proactive, holistic solutions to help mitigate the impact of rising energy costs. Business offerings were bundled into “4” categories of solutions: Expert Help, Personalized Tools, Financial Incentives and Billing Options.

Targeted “Good4Biz” promotions in Q4 focused on getting qualified business customers to sign up for “smart thermostats” which help monitor and manage energy use by remotely controlling multiple devices across different sites from a smart phone or tablet. Over 32,000 emails were sent. The smart thermostat offer was promoted in conjunction with two energy efficiency programs: Direct Install and Premium Efficiency Cooling. Other targeted efforts included postcards and emails notifying North County customers of a pilot in their area called the “North County Energy Management Assessment Program”. This pilot identified a local circuit that could potentially become overloaded and encouraged customers to participate in demand response programs to provide relief for the affected circuit. In addition to promoting demand response, the Direct Install energy efficiency program and smart thermostats were also promoted.

Business Outreach In Q4, SDG&E continued its highly successful Business Seminar Series with a forum for manufacturing facilities. Manufacturing facility managers, operations directors and engineers learned how process improvements could lead to energy and dollar savings, how energy savings are calculated in the process environment, and how SDGE energy rebates and incentives could help them save on these improvements. The event was held on October 16 at the Energy Innovation Center in San Diego.

In addition, 42 events were held at targeted trade associations and chambers, encouraging participation in energy efficiency and demand response programs, as well as providing rate increase education. Collaboration packages including sample tweets, Facebook posts and e-newsletter and/or website articles highlighting our Trade Professional Directory, pricing plans, “Good4Biz” offers, Energy Savings Center, rebates and incentives and energy spending alerts, were also distributed to trade associations and local government partners.


SoCalGas Residential Marketing Highlights

Taste of Soul

The Taste of Soul is a major annual event held in Los Angeles and was attended by more than 250,000 people. Southern California Gas’ booth provided information about its energy efficiency, ESAP, and Care and Solar programs. Most customers were aware of the CARE public relations.

Mar Vista Community Fall Festival

The Mar Vista Community Fall Festival is an annual community event and was attended by approximately 4,500 people. The SoCalGas marketing and outreach team provided information about EE, ESAP, solar thermal, and Advanced Meter information at this event.


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