Utilities’ Update on Energy Savings Assistance Program Studies Ordered in D.12-08-044

1. Utilities’ Update on Energy Savings Assistance ProgramStudies Ordered in D.12-08-044 LIOB Meeting May 16, 2013San Francisco, California

2. Studies Ordered in D.12-08-044 CPUC Decision (D.)12-08-044 directed IOUs to conduct four Energy Savings Assistance (ESA) Program Studies during the 2012-2014 program cycle. Proposals were solicited in October 2012 through a public bidding process and all contracts have been awarded. Research Plans for each study were posted for review and comment prior to the first public meeting at: www.energydataweb.com

3. ESA Multifamily Segment Study • Study goals: • Develop market segment profile information • Use the information to investigate promising comprehensive multifamily segment strategies for the ESA Program • Six key activities and areas of focus include the following: • Gather California Multifamily Housing Data Relevant for Low Income Customer Programs • Catalog Existing Multifamily Energy Efficiency Programs Relevant for Low Income Customers • Review and Evaluate Multifamily Programs and Research Relevant for Low Income Customers • Identify and Assess Alternative Program Designs and Delivery Strategies • Identify Financing and Funding Options • Solicit public comment at key decision points • Activities will be carried out over two phases.

4. ESA / CARE Needs Assessment • Overall Study Goal: • Identify and understand key issues regarding customer participation and needs relevant to the CARE and ESA programs. • Areas of Focus: • Identify and understand relevant characteristics and energy efficiency related needs of the low income customers • Identify and understand factors related to program participation, including willingness and barriers to participate. • Examine marketing, outreach and delivery practices to facilitate reaching and enrolling eligible customers • Recent Activities & Status Update: • Review of IOU provided data (ongoing) • Preliminary analyses and modeling (ongoing) • Interviews with IOU Program Managers (done) • Interviews with contractors (in progress) • Telephone survey with customers (upcoming) • In home interviews with customers (upcoming)

5. ESA Program Energy Education Study • Overall Study Goal: • Identify best practices and potential improvements for the energy education component of the ESA program • Areas of Focus: • Examination of how energy education is delivered • Examination of what materials and content are provided • Develop and implement strategy to assess savings associated with Energy Education • Relevant Activities Status Update: • Review of energy education provided by other programs and regions (ongoing) • Review of CA IOU materials and practices (ongoing) • Interviews with IOU Program Managers (done) • Interviews with contractors who provide energy education (in progress) • Internet survey (targeting all) enrollment contractors who deliver energy education (upcoming) • Focus groups and In home visits with customers (upcoming) • Telephone survey with customers (upcoming)

6. ESA Impact Evaluation • Overall Study Goal: • Produce estimates of first year annual gas and electric energy savings and demand reduction • Areas of Focus: • Rigorous, defensible billing analysis of 2011 ESA activity • Customer phone survey to explore issues affecting energy use • Engineering review to examine results for reasonableness • Recent Activities & Status Update: • Billing data collected from IOUs • Preliminary testing of models • Customer survey currently in the field • Study is on track to deliver draft results in July