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Pacific Gas and Electric Company
77 Beale St., Mail Code B13U
P.O. Box 770000
San Francisco, CA 94177
Fax: 415-973-3582

September 3, 2019

Advice 4137-G/5628-E
(Pacific Gas and Electric Company ID U 39 M)

Public Utilities Commission of the State of California
Subject:

I.

Request of Pacific Gas and Electric Company for 2017 and 2018
Energy Efficiency Incentive Award

Purpose

The purpose of this advice letter is to request approval of Pacific Gas and Electric
Company’s (PG&E’s) Efficiency Savings and Performance Incentive (ESPI) award for
the second part of 2017 and first part of 2018 and authorization to include the award in
PG&E’s energy efficiency (EE) balancing accounts. This advice letter is submitted in
accordance with the instructions set forth in Appendix 5 of Decision (D.)15-10-028.1 A
summary of the awards and true-up is provided in Table 1 below.
Table 1 – Award Summary2,3
Component
2017 Ex-Post Savings
2018 Ex-Ante Savings
2018 Ex-Ante Review Performance
2018 Codes & Standards
2018 Non-Resource
2017 Ex-Ante Savings True Up

1

Request
$12,333,969
$1,845,851
$5,064,846
$1,868,921
$476,235
-$8,267

The instructions in the Rolling Portfolio Decision superseded the schedule established in
Ordering Paragraph (OP) 4 of Decision (D.) 13-09-023, Decision Adopting Efficiency Savings
and Performance Incentive Mechanism.
2
The 2018 ESPI Advice Letter included the final balance of the Risk/Reward Incentive
Mechanism (RIMM) offset, therefore no further offset is required.
3 The Resource Program portion of the Utility Audit, Finance and Compliance Branch (UAFCB)
financial audit is ongoing and expected to be issued after the filing date of this Advice Letter.





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Advice 4137-G/5628-E -2- September 3, 2019 2018 Ex-Ante Review Performance True Up 2018 Codes & Standards True Up 2018 Non-Resource True Up 2017 Ex-Ante Review Performance True Up 2017 Codes & Standards True Up 2017 Non-Resource True Up 2016 Ex-Ante Review Performance True Up 2016 Codes & Standards True Up TBD $15,827 $0 TBD -$9,196 $2,310 TBD -$6,631 2016 Non-Resource True Up -$2,310 Total Request $21,581,555 This advice letter includes two appendices. • • Appendix A: Ex-Ante Savings Appendix B: Program Expenditures In Appendix A we have included a tab “Pre-2018 Install Corrections” with a set of claims which had incorrect install dates of pre-2018 in our 2018 Annual Report. These claims were in fact installed in 2018 and PG&E will be submitting a correction to our 2018 Annual Report. These claims are included in the Ex-Ante Savings tab of Appendix A with an install date flag of 2018. Because these claims are custom this does not affect the ESPI award requested in this advice letter; these claims are due to be included in the request for the 2020 ESPI awards. II. Background In its 2013 Decision Adopting Efficiency Savings and Performance Incentive Mechanism D.13-09-023 (ESPI Decision), the California Public Utilities Commission (Commission or CPUC) approved the ESPI to continue promoting the investor owned utilities’ (IOUs') achievement of EE goals for program years 2013 and beyond. The ESPI mechanism includes incentive awards in the following four performance categories:4 1. EE Resource Savings: measured by a combination of ex-ante “locked down” and ex-post evaluated net lifecycle energy savings measured in MW, GWh and MMTh. 4 D.13-09-023, OP3.
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Advice 4137-G/5628-E -3- September 3, 2019 2. Ex-Ante Review Performance: measured by IOU conformance with ex-ante review requirements. 3. Codes and Standards Program Management Fees: based on savings associated with a utility’s advocacy for energy savings through appliance and building code changes. 4. Non-Resource Program Management Fees: based on the implementation of EE activities and programs that do not directly generate energy savings but provide support to savings-based programs. The ESPI Decision adopted a process and schedule for the submittal of the incentive awards starting in 2014. The timelines for ESPI review were updated to comply with the new EE planning, budget, and review processes adopted by the Decision re Energy Efficiency Goals for 2016 and Beyond and Energy Efficiency Rolling Portfolio Mechanics, D.15-10-028. This filing complies with the annual process for submission, review, and resolution of management fees and incentive award claims established in the ESPI Decision.5 While the previous filing schedule has been replaced by the “ESPI Revised Timelines” presented in D.15-10-028 Appendix 5, the ESPI awards are still categorized the same way. One award is authorized the year following a program year (PY+1) that includes the ex-ante portion of ESPI category A (EE Resource Savings), and all of categories B (Ex-Ante Performance Review), C (Codes and Standards Program Management Fee), and D (Non-Resource Program Management Fee). Another award is authorized two years following a program year (PY + 2) for the remainder of category A (EE Resource Savings) that is required to be verified after installation/implementation (ex-post.) In the following sections, PG&E presents its request for 2017 PY+2 and 2018 PY+1 ESPI incentives and adjustments to account for the Commission’s Utility Audit, Finance and Compliance Branch (UAFCB) 2017 EE Audit. III. 2017 PY+2 Incentive Calculation A. EE Resource Savings: Ex-Post Savings Award The 2017 ESPI Savings Performance Statement provides the Commission Staff’s recommended earnings for each IOU for 2017 PY+2 Custom and Deemed Uncertain Measures and a true-up of 2017 PY+1 Deemed Not Uncertain Measures. The Performance Statement also includes the award for amount for the 2016 Home 5 D.13-09-023, Attachment 6.
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Advice 4137-G/5628-E -4- September 3, 2019 Energy Reports (HER) Savings Earnings which were not available at the time for inclusion into the 2018 ESPI award. The 2017 PY+2 incentive consists of the portion of ESPI category A that requires expost verified savings and any true-ups associated with 2017 PY+1 ex-ante resource savings preliminary estimate. PG&E incorporated the proposed 2017 ex-post earnings and HER Savings Earnings and the ex-ante adjustments applicable to PG&E as described in the Final 2017 ESPI Savings Performance Statement. Table 2 and 3 below summarizes the key components to the final proposed 2017 PY+2 ESPI Award. Table 2 – 2017 PY+2 Ex-Post Net Lifecycle Savings Electric (GWh) PG&E Demand (MW) Natural Gas (MMTherms) 2017 Ex Ante Claims as Submitted for Custom and Uncertain Deemed 3,058.82 578.71 100.11 2017 Total Ex-Post Net Lifecycle Savings 2,729.42 466.84 Total 64.44 2017 Earnings Rate $2,368 $7,549 $25,106 Total 2017 PY+2 Incentive $11,605,194 2016 HER Evaluated Savings Earnings $728,775 Total Evaluated Savings Incentive $12,333,969 Table 3 – 2016 PY+2 Ex-Ante Deemed Not Uncertain Savings Incentive Earnings Adjustment PG&E 2017 Deemed Not Uncertain Payment Preliminary Estimate* $1,708,915 Ex-Post Reconciliation* $1,700,648 True-Up Adjustment -$8,267 *Values in these rows are excerpted directly from Appendix A of the Final 2017 ESPI Performance Statement Report. IV. 2018 PY+1 Incentive Calculation The 2018 PY+1 incentive includes the ex-ante portion of ESPI category A, and all components of categories B, C, and D. Each component is analyzed in the sections below according to its respective ESPI category.
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Advice 4137-G/5628-E -5- September 3, 2019 The Energy Division provided guidelines for the 2019 ESPI advice letter submission6 that includes a template for (a) summarizing the 2017 PY+1 Preliminary Savings estimate, and (b) detailed instructions for cost reporting for the EAR Performance Award. These templates are provided as Appendix A and Appendix B to this report respectively. A. EE Resource Savings: Preliminary Ex-Ante Savings Award For the purpose of determining the PY+1 Ex-Ante Savings award, PG&E calculated the award request using the savings values from PG&E’s 2018 Annual Report downloaded from CEDARS. Only savings from projects installed in 2018 were included. Net lifecycle savings were multiplied by the coefficients as described in D.13-09-023, Attachment 1, Table 3, and updated for 2019 using the Coefficients and Caps in the joint IOU Advice Letter 5324-E /3989-G submitted on July 26, 2019. Table 4 includes the total gross and net lifecycle savings, the savings coefficients, and PG&E’s requested award. Table 4 – Preliminary Ex-Ante Savings ESPI Component Ex-Ante EE Resource Savings (Net lifecycle, including spillover) Lifecycle Savings Unit Multiplier per Unit 336.86 GWh $2,731 $919,978 55.86 MW-yr $6,953 $388,360 26.57 MMThm $20,231 $537,512 Total Preliminary Ex-Ante Award Request Award Amount $1,845,850.80 B. Ex-Ante Review Performance Award The ex-ante review (EAR) performance component of the incentive mechanism is calculated based on the annual performance score for each IOU as prescribed in Attachments 5 and 7 of D.13-09-023. This score is taken as a percentage applied to a cap of 3% of EE resource program expenditures, not to exceed authorized expenditures exclusive of administrative expenses.7 On March 27, 2019 the Energy 6 7 http://www.cpuc.ca.gov/WorkArea/DownloadAsset.aspx?id=6442457648 D.13-09-023, OPs 3 and 14.
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Advice 4137-G/5628-E -6- September 3, 2019 Division issued a memo containing a 2017 EAR performance score for PG&E of 75.77.8 Table 5 summarizes the total 2018 PG&E eligible resource program expenditures (excluding administrative expenses), consistent with the expense reporting shown in Appendix B, as well as the EAR award component cap and PG&E’s requested award. Table 5 – EAR Performance Award ESPI Component 2018 PY+1 EAR Component PY Eligible Cap Expenditure $8,437,699 Multiplier EAR Score Calculated Award Amount Award Amount 3% 75.77 $5,064,846 $5,064,846 $222,816,694 EAR Performance Award Request $5,064,846 C. Codes and Standards Program Management Fees The Codes and Standards (C&S) program component of the ESPI incentive mechanism is calculated as a management fee equal to 12% of C&S program expenditures, not to exceed authorized expenditures for these programs (excluding administrative costs).9 Table 6 summarizes the total 2018 PG&E eligible C&S program expenditures (excluding administrative expenses), consistent with the detailed expense reporting shown in Appendix B, as well as the C&S award component cap, and PG&E’s requested award. Table 6 – Codes and Standards ESPI Component 2018 PY+1 Codes and Standards Component Cap PY Eligible Expenditure $1,868,921 Multiplier Calculated Award Amount 12% $2,065,082 $17,209,017 Codes and Standards Program Management Fee Request Capped Award Amount $1,868,921 $1,868,921 D. Non-Resource Program Management Fees The Non-Resource program component of the ESPI incentive mechanism is calculated as a management fee equal to 3% of non-resource program expenditures, 8 Commission Staff memo to PG&E; Subject: 2018 Efficiency Savings and Performance Incentive (ESPI) Performance Scores. This document is available at deeresources.com. 9 D.13-09-023 OP3 and OP15.
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Advice 4137-G/5628-E -7- September 3, 2019 not to exceed authorized expenditures for these programs (excluding administrative costs).10 Table 7 summarizes the total 2018 PG&E eligible Non-Resource program expenditures (excluding administrative expenses), consistent with the expense reporting shown in Appendix B, as well as the Non-Resource award component cap and PG&E’s requested award. Table 7 – Non-Resource Component ESPI Component 2018 PY+1 NonResource Component PY Eligible Cap Expenditure $772,894 $15,874,499 Multiplier Calculated Award Amount 3% $476,235 Non-Resource Program Management Fee Request Award Amount $476,235 $476,235 V. Utility Audit, Finance and Compliance Branch 2017 EE Audit True Ups In 2018, the Commission’s Utility Audit, Finance and Compliance Branch (UAFCB) examined PG&E’s financial, management, regulatory, and compliance areas of EE programs for the 2017 Program Year and issued a memorandum that included findings and recommendations impacting the ESPI award calculation11. The UAFCB audit for PY2017 has been divided into two parts. The first part of the audit which covers Codes & Standards and the Non-Resource programs was published August 5, 2019. The second part which covers the Resource programs, and affects the EAR component of the ESPI award, is ongoing and expected to be issued after the filing date of this advice letter. The 2017 audit results of the Codes & Standards and Non-Resource programs identified shifts of funds but no net change to expenditures, therefore the true-up values net to zero. The details on the shifts are: • Non-Resource: A shift of $77,008.79 from 2016 into 2017 for a net effect of 0. • Codes and Standards: A shift of $55,256.19 out of 2016, $76,631.48 out of 2017 and $131,887.67 into 2018 for a net effect of 0. Table 8 provides detail on the ESPI incentives and adjustments to account for the Codes & Standards and the Non-Resource programs portion of the UAFCB 2017 EE Audit. 10 D.13-09-023 OP3 and OP16. CPUC Report dated August 5, 2019: Energy Efficiency Examination, Pacific Gas And Electric Company Program Year 2017. 11
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Advice 4137-G/5628-E -8- September 3, 2019 Table 8 – UAFCB True-Up ESPI True-Up Component Audit PY Expenditure Correction Multiplier Award True Up Amount 2018 EAR TBD 3% TBD 2018 C&S $131,888 12% $15,827 $0 3% $0 2018 Non-Resource $15,827 2018 True Up Subtotal 2017 EAR 2017 C&S 2017 Non-Resource TBD 3% TBD -$76,631 12% -$9,196 $77,009 3% $2,310 -$6,886 2017 True Up Subtotal 2016 EAR TBD 3% TBD 2016 C&S -$55,256 12% -$6,631 2016 Non-Resource -$77,009 3% -$2,310 2016 True Up Subtotal Total UAFCB PY2017 EE Audit True Up VII. -$8,941 $0 Cost Recovery Upon approval of this advice letter, PG&E will record the approved award amount to the Customer Energy Efficiency Adjustment balancing accounts allocating 76% to electric and 24% to gas according to the 2019 electric and gas net benefit split approved by disposition of PG&E’s 2019 EE budget advice letter12 for recovery in rates through the next Annual Electric True-up and Public Purpose Program Gas Surcharge advice letters, respectively. VIII. Protests Anyone wishing to protest this submittal may do so by letter sent via U.S. mail, facsimile or E-mail, no later than September 23, 2019 which is 20 days after the date of this submittal. Protests must be submitted to: 12 The CPUC approved PG&E advice letter 4011-G-B/5375-E-B on April 2, 2019.
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Advice 4137-G/5628-E -9- September 3, 2019 CPUC Energy Division ED Tariff Unit 505 Van Ness Avenue, 4th Floor San Francisco, California 94102 Facsimile: (415) 703-2200 E-mail: EDTariffUnit@cpuc.ca.gov Copies of protests also should be mailed to the attention of the Director, Energy Division, Room 4004, at the address shown above. The protest shall also be sent to PG&E either via E-mail or U.S. mail (and by facsimile, if possible) at the address shown below on the same date it is mailed or delivered to the Commission: Erik Jacobson Director, Regulatory Relations c/o Megan Lawson Pacific Gas and Electric Company 77 Beale Street, Mail Code B13U P.O. Box 770000 San Francisco, California 94177 Facsimile: (415) 973-3582 E-mail: PGETariffs@pge.com Any person (including individuals, groups, or organizations) may protest or respond to an advice letter (General Order 96-B, Section 7.4). The protest shall contain the following information: specification of the advice letter protested; grounds for the protest; supporting factual information or legal argument; name, telephone number, postal address, and (where appropriate) e-mail address of the protestant; and statement that the protest was sent to the utility no later than the day on which the protest was submitted to the reviewing Industry Division (General Order 96-B, Section 3.11). Effective Date PG&E respectfully requests that this Tier 3 advice letter be approved no later than December 19, 2019, to allow PG&E to record this amount in electric and gas rates through the Annual Electric and Gas True-Up advice letters for rates effective January 1, 2020. /S/ Erik Jacobson Director, Regulatory Relations Attachments cc: Service Lists: R.13-11-005, A.17-01-013 et al.
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ADVICE LETTER SUMMARY ENERGY UTILITY MUST BE COMPLETED BY UTILITY (Attach additional pages as needed) Company name/CPUC Utility No.: Pacific Gas and Electric Company (ID U39M) Utility type: ✔ ELC PLC ELC = Electric PLC = Pipeline ✔ GAS WATER HEAT Contact Person: Yvonne Yang Phone #: (415)973-2094 E-mail: PGETariffs@pge.com E-mail Disposition Notice to: Yvonne.Yang@pge.com EXPLANATION OF UTILITY TYPE GAS = Gas WATER = Water HEAT = Heat (Date Submitted / Received Stamp by CPUC) Tier Designation: 3 Advice Letter (AL) #: 4137-G/5628-E Subject of AL: Request of Pacific Gas and Electric Company for 2017 and 2018 Energy Efficiency Incentive Award Keywords (choose from CPUC listing): Compliance, Energy Efficiency AL Type: Monthly Quarterly ✔ Annual One-Time Other: If AL submitted in compliance with a Commission order, indicate relevant Decision/Resolution #: D.15-10-028 Does AL replace a withdrawn or rejected AL? If so, identify the prior AL: No Summarize differences between the AL and the prior withdrawn or rejected AL: Yes ✔ Yes ✔ No No 12/19/19 No. of tariff sheets: 0 Estimated system annual revenue effect (%): N/A Estimated system average rate effect (%): N/A When rates are affected by AL, include attachment in AL showing average rate effects on customer classes (residential, small commercial, large C/I, agricultural, lighting). Tariff schedules affected: Service affected and changes proposed1: N/A Pending advice letters that revise the same tariff sheets: N/A 1 Discuss in AL if more space is needed. Clear Form
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Protests and all other correspondence regarding this AL are due no later than 20 days after the date of this submittal, unless otherwise authorized by the Commission, and shall be sent to: CPUC, Energy Division Attention: Tariff Unit 505 Van Ness Avenue San Francisco, CA 94102 Email: EDTariffUnit@cpuc.ca.gov Name: Erik Jacobson, c/o Megan Lawson Title: Director, Regulatory Relations Utility Name: Pacific Gas and Electric Company Address: 77 Beale Street, Mail Code B13U City: San Francisco, CA 94177 Zip: 94177 State: California Telephone (xxx) xxx-xxxx: (415)973-2093 Facsimile (xxx) xxx-xxxx: (415)973-3582 Email: PGETariffs@pge.com Name: Title: Utility Name: Address: City: State: District of Columbia Telephone (xxx) xxx-xxxx: Facsimile (xxx) xxx-xxxx: Email: Zip: Clear Form
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Advice 4137-G/5628-E September 3, 2019 Attachment 1 List of Appendices
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ATTACHMENT 1 LIST OF APPENDICES The appendices listed below will be available on PG&E's website by the close of business 9/3/2019. Or the documents can be accessed as follows: 1) Go to: https://pgera.azurewebsites.net/Regulation/search 2) Click on "Search” under Public Case Documents" 3) Select “Energy Efficiency 2015 and Beyond Rolling Portfolios” from the dropdown menu 4) Select “PGE” under Party and “9/3/2019” under Date to narrow the search criteria Click “Search” APPENDIX A (accessible via directions above): • Tab 1 – ESPI_Ex Ante Savings: Ex-Ante claims from 2018 • Tab 2 – Pre-2018 Custom Claims: Claims with corrected installation date • Tab 3 – Notes: Description of corrections APPENDIX B (directly attached as a PDF; workbook version accessible via directions above): • ESPI Program Expenditures: Program Expenditures from 2018
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Advice 4137-G/5628-E September 3, 2019 Appendix B Program Expenditures
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Appendix B Table 1            1,067,261                171,736                772,117                  37,526                  888,820                383,143                593,571            1,301,439            1,283,904                  52,710                  287,131                998,815                383,253                572,665                125,406                  30,201                    89,305                  133,082                335,388                353,499                  30,708                  340,087                693,380                  28,217                    13,386                  153,321                216,779                155,094                  18,575                    17,790                    47,940                    49,898                    89,661                  142,969                        ‐                  311,980                  46,781                    21,847                    62,516                  957,608                152,707                151,707                        ‐                        353,834                         8,412                      413,020                         4,389                      333,654                      137,394                      216,708                      786,834                      783,165                         9,908                      117,776                      422,808                      170,919                      415,227                       24,441                            110                         5,682                       15,802                      225,666                      160,813                         1,574                       92,910                      228,537                       16,105                            985                      153,939                      230,695                      128,890                       11,967                       14,634                       25,192                       13,749                       69,023                       92,361                             ‐                      389,919                       20,264                       19,266                       17,333                      260,650                       18,092                       26,624                       46,590                      951,225                       11,234                      505,206                         1,911                      565,299                      224,274                      365,877                 1,269,312                   1,161,377                         24,526                      191,279                      616,591 246,954                                           554,586                       32,983                              55                       13,956                      171,278                      212,421                      305,653                         5,254                      224,366                      464,852                         1,911                         3,089                      141,340                      196,480                      143,264                         2,121                         1,866                         4,453                         6,316                       51,627                      160,701                             ‐                      268,863                         5,926                             ‐                         7,644                      205,106                         3,202                       63,494                         5,533                 1,431,736                                75                 1,262,258                           1,215                       77,782                       45,683                       57,908                      742,429                 2,017,621                           4,042                      351,818                      257,315                       26,028                      182,535                         1,100                            728                            728                       77,135                      460,814                       21,012                             ‐                       76,028                      239,294                      167,548                             ‐                             ‐                             ‐                             ‐                             ‐                         5,573                             ‐                             ‐                              84                       28,886                             ‐                      198,954                             ‐                             ‐                             ‐                      527,694                             ‐                      180,763                      456,059           4,798,385           1,001,418           2,768,687           2,097,180           4,015,896           1,220,487           3,485,365           7,446,305           3,980,490                 18,386             1,001,321           5,240,531           1,024,156           2,397,706               510,769                     3,088               118,017               292,491           1,355,355               660,949                  (2,935)           1,434,143               610,824               193,422                 60,554             2,831,023           6,240,676           3,939,774               585,611           1,625,649           1,980,711               525,864               650,875           1,120,750                       ‐             5,993,236           1,317,623               178,439               159,997           1,700,026                       ‐                   90,300             1,344,107                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐ 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                         ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐              8,735,000                          ‐              4,731,672              1,983,424              6,195,357              5,334,017              3,124,387              3,654,894           10,081,627                          ‐                          ‐           10,336,317              2,260,249                 563,414                   660,483                            ‐                          ‐                     24,000              1,031,476              2,212,467                          ‐                 481,146                8,265,763                      4,950                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                            ‐                            ‐                            ‐                            ‐                            ‐                            ‐                            ‐                            ‐                            ‐                            ‐                            ‐                            ‐                            ‐                            ‐                            ‐                            ‐                            ‐                            ‐                            ‐                            ‐                            ‐                            ‐                            ‐                            ‐                            ‐                            ‐                            ‐                            ‐                            ‐                            ‐                            ‐                            ‐                            ‐                            ‐                            ‐                            ‐                            ‐                            ‐                            ‐                            ‐                            ‐                            ‐                            ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐ PGE2110011 PGE2110012 PGE2110013 PGE2110014 PGE2110051 PGE2110052 PGE211007 PGE211009 PGE211010 PGE211011 PGE211012 PGE211013 PGE211014 PGE211015 PGE211016 PGE211018 PGE211019 PGE211020 PGE211021 PGE211022 PGE211023 PGE211024 PGE211026 PGE211027 PGE211028 PGE211029 PGE211030 PGE211031 Local Government Partnership Programs California Community Colleges University of California/California State University State of California Department of Corrections and Rehabilitation Local Government Energy Action Resources (LGEAR) Strategic Energy Resources Association of Monterey Bay Area Governments (AMBAG) East Bay Fresno Kern Madera Marin County Mendocino/Lake County Napa County Redwood Coast San Luis Obispo County San Mateo County Santa Barbara Sierra Nevada Sonoma County Silicon Valley San Francisco North Valley Sutter Buttes Yolo Solano Northern San Joaquin Valley Valley Innovative Energy Watch (VIEW) Resource Resource Resource Resource Resource Non‐Resource Resource Resource Resource Resource Resource Resource Resource Resource Resource Resource Resource Resource Resource Resource Resource Resource Resource Resource Resource Resource Resource Resource               4,448,702               4,703,997               1,005,394               1,677,562               6,059,173               9,632,258               3,744,061               6,129,105               2,648,728               2,725,208                  363,621               1,271,550                  711,132                  557,007               1,598,179               1,076,601               2,279,756               1,008,901               2,422,994               1,756,500               3,762,183               6,315,049               1,898,230                  495,328                  415,574               1,480,725               1,455,492                  725,163                265,501                616,971                103,756                197,120                768,981            1,271,346                456,425                709,863                261,008                283,746                  42,158                  145,216                  85,088                    61,053                  197,242                137,785                287,349                104,759                258,659                186,400                438,402                772,901                213,956                  58,593                    49,803                  166,712                163,735                  83,532                         35,477                      254,363                         3,065                         6,780                      354,928                      324,097                       80,516                      243,781                       41,256                       41,064                         2,788                         5,837                         2,778                         2,886                         6,264                         3,747                         9,826                         5,772                       24,683                         8,933                      140,792                      233,798                       11,326                         4,942                         2,593                         7,847                         5,387                         2,818                       39,787                      573,862                   (102,506)                     (63,892)                        689,020                 1,072,141                        304,735                      746,426                       99,083                       93,665                       10,816                       65,809                       37,559                       17,638                       65,073                       44,724                       57,654                       20,245                       95,283                      100,378                      375,311                      709,343                       22,757                       19,648                         6,695                       95,821                      118,065                       40,417                              94                       38,116                             (76)                             (16)                       52,643                       87,489                      346,503                      111,858                       92,468                       70,400                       10,032                       32,151                       31,937                         7,420                       37,251                       23,461                      122,193                       24,229                       39,885                       62,571                      197,850                      405,593                       21,249                       16,910                         7,308                       30,257                       58,792                       18,326           1,158,929               333,843               203,302               217,529           1,055,373           4,953,953           1,623,909           1,867,591               758,471               854,472                 98,451                 250,516               304,711               126,551               447,439               426,676               762,073               227,379               489,066               837,587           1,666,555           2,535,175               232,068               210,870                 67,035                 955,624               965,607               297,614                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                 608,424                   278,518                       81,517                 416,416                   213,240                            ‐                     52,912                 185,962                   100,373                       40,750                          ‐                     36,147                     15,790                     18,560                     10,747                      1,230                 140,660                       15,210                 104,720                   545,570                   194,106                   390,839                        1,994                         120                          ‐                 123,812                      (3,498)                            ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                            ‐                            ‐                            ‐                            ‐                    (44,473)                              ‐                1,365,455                  1,380,877                       717,735                1,135,050                        82,971                     252,805                     174,749                     105,499                     562,216                     171,309                     413,775                     161,127                     262,172                     836,139                1,110,250                  1,241,228                        42,702                      15,642                      26,420                     667,135                     346,143 118,466                                          ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐ PGE210011 PGE21007 PGE21008 Third Party Program Residential Energy Fitness Program California New Homes Multifamily Enhance Time Delay Relay Resource Resource Resource               5,079,706                261,117                       17,615                      125,921               1,460,826                135,025                       12,053                       27,577               1,536,619                204,155                       24,761                       85,400                      269,264               572,791                          ‐                      107,823               804,428                          ‐                      140,038           1,616,535                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                    (3,714)                                 ‐                   311,649                                 ‐                      (5,350)                                 ‐                  4,815,978                      ‐                              ‐                      ‐                8,131,695                      ‐   OnBillFinancing            14,692,263                  753,726            10,600,377               6,779,725            10,707,759               6,770,695               5,318,382            23,262,758            19,367,904                  240,150               2,123,638            10,626,958               9,111,221            12,115,800               4,157,505                    67,233                  597,692               1,217,158               9,155,062               4,758,784                    67,740               3,256,739            10,711,690                  357,652                    61,733               4,331,109               4,774,497               4,044,129                  604,747                  650,922               1,778,436                  942,398               1,929,215               2,758,363                          ‐               8,564,820               1,900,879                  572,481                  547,921               3,141,013                  357,454                  660,195                          ‐ CostsRecovered  fromOtherSources Resource Resource Resource Resource Resource Resource Resource Resource Resource Non‐Resource Resource Resource Resource Resource Resource Non‐Resource Resource Resource Resource Resource Non‐Resource Resource Resource Non‐Resource Non‐Resource C&S C&S C&S C&S C&S C&S Non‐Resource Non‐Resource Non‐Resource Non‐Resource Non‐Resource Non‐Resource Non‐Resource Non‐Resource Resource Resource Resource Resource Incentive  ToOthers IOU/PA Programs Residential Energy Advisor Pay for Performance Pilot Residential Energy Efficiency Multifamily Energy Efficiency Energy Upgrade California Residential New Construction Residential HVAC Commercial Calculated Incentives Commercial Deemed Incentives Commercial Continuous Energy Improvement Commercial Energy Advisor Commercial HVAC Savings by Design (SBD) Industrial Calculated Incentives Industrial Deemed Incentives Industrial Continuous Energy Improvement Industrial Energy Advisor Industrial Strategic Energy Management Agricultural Calculated Incentives Agricultural Deemed Incentives Agricultural Continuous Energy Improvement Agricultural Energy Advisor Primary Lighting Lighting Innovation Lighting Market Transformation Building Codes Advocacy Appliance Standards Advocacy Compliance Improvement Reach Codes Planning and Coordination Code Readiness Technology Development Support Technology Assessments Technology Introduction Support EE Water‐Energy Nexus AMI Pilot Integrated Energy Education and Training Connections Strategic Planning Statewide DSM Coordination & Integration On‐Bill Financing (excludes Loan Pool) On‐Bill Financing Alternative Pathway Third‐Party Financing New Financing Offerings (Use Drop Down  Menu) EndUser  Rebate PGE21001 PGE210010 PGE21002 PGE21003 PGE21004 PGE21005 PGE21006 PGE21011 PGE21012 PGE21013 PGE21014 PGE21015 PGE211025 PGE21021 PGE21022 PGE21023 PGE21024 PGE21030 PGE21031 PGE21032 PGE21033 PGE21034 PGE21041 PGE21042 PGE21043 PGE21051 PGE21052 PGE21053 PGE21054 PGE21055 PGE21056 PGE21061 PGE21062 PGE21063 PGE21064 PGE21071 PGE21072 PGE21073 PGE21081 PGE21091 PGE210911 PGE21092 PGE21093 (Use Drop Down Menu) EMV DirectInstall  Lab DIRebateAnd  Inspection DIHardware  AndMaterials DIActivity DI Installation  EM&V  Marketing  Outreach (forecasted as per  budget ALs)  Direct Implementation  Incentives & Rebates    Direct Implementation  Non‐Incentive   Marketing IncentRebates UserInput  Incentive Cost  (EE: D.18‐05‐041; (SWME&O: D.16‐09‐ 020; ESA: D.16‐11‐022 & D.17‐ 12‐009)   Administrative Cost  AdminCosts  Other PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE (Use Drop Down  Menu) Total 2018 Program Expenditures (from all budget‐year funding sources) ESPI Program  2018  2018 Adopted  Category Administrative  Budget [1] AdminCosts  Overhead  AndGA  IOU  Program Name DirectInstallM at Authorized/Forecasted Budget Program ID
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PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE PGE21009 PGE210112 PGE210115 PGE210119 PGE210123 PGE210139 PGE210143 PGE21018 PGE210135 PGE210210 PGE210211 PGE210212 PGE210213 PGE21025 PGE21026 PGE21027 PGE21029 PGE210311 PGE210312 PGE21036 PGE21039 Direct Install for Manufactured and Mobile Homes School Energy Efficiency RightLights LED Accelerator Healthcare Energy Efficiency Program SEI Energize Schools Program Hospitality Program EnergySmart Grocer Water Infrastructure and System Efficiency Industrial Recommissioning Program Light Industrial Energy Efficiency Compressed Air and Vacuum Optimization Program Small Petrochemical Energy Efficiency California Wastewater Process Optimization Energy Efficiency Services for Oil Production Heavy Industry Energy Efficiency Program Refinery Energy Efficiency Program Process Wastewater Treatment EM Pgm for Ag Food Processing Dairy and Winery Industry Efficiency Solutions Industrial Refrigeration Performance Plus Comprehensive Food Process Audit & Resource Efficiency Pgm Subtotal (ESPI‐eligible) Resource Resource Resource Resource Resource Non‐Resource Resource Resource Resource Resource Resource Resource Resource Resource Resource Resource Resource Resource Resource Resource Resource               5,242,617               2,971,983                          ‐               2,995,445               2,244,672                  316,125            12,626,882               6,672,373               2,327,364               2,245,631                  546,368                  270,590                  714,660               1,227,756               3,737,735            13,179,841               1,666,727                  988,763               3,350,121                  692,777               3,558,046                392,059                150,425                        ‐                  342,989                161,687                  43,617              1,991,108                545,482                181,597                191,089                  92,552                    51,859                    97,633                    84,518                  358,616            1,304,837                160,069                  85,829                  333,458                147,568                597,347                      155,023                       16,675                              16                      120,047                         3,969                            950                      268,604                      206,321                       24,229                         4,525                         2,491                         5,293                         2,631                            502                      137,815                      549,499                         3,334                         6,122                      108,237                         3,925                      224,244                 1,010,121                         46,758                             ‐                      198,689                       23,331                       19,828                 1,550,209                        452,025                       50,598                       37,398                         4,887                       52,583                              10                       48,602                      242,478                 1,288,305                              757                            859                      182,503                         3,562                      475,316                      696,673                       54,355                             ‐                       27,064                       47,638                         7,947                      636,501                      246,456                            258                       63,720                         9,864                       31,440                       25,459                       42,433                      160,944                      542,877                             (84)                         4,020                       22,450                         7,372                      132,057           1,049,033           1,151,809                       148               516,791               449,549               200,619           4,419,923           4,641,904           1,425,001               324,871                 34,137                 547,604                 87,096                 333,871               703,503           4,243,776                 38,480                   81,606                 436,609                 62,207             1,109,322                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                          ‐                (370,192)                 217,106                            ‐                 389,248                   281,141                            ‐                 314,939                3,212,328                 573,898                   397,652                        7,522                 927,280                        3,690                 179,565                   373,486                1,806,490                          ‐                      4,500                 304,628                   319,817                   393,456                                   ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐                                 ‐         352,460,723           29,866,612               10,253,084               20,676,678                              ‐               14,124,311        124,797,637                         ‐                           ‐                           ‐             82,893,905                                 ‐            31,842,708               4,193,300            11,055,064         399,551,795                4,199,721                  1,376,594                              ‐                            ‐                            ‐                            ‐                4,180,189                              ‐                            ‐                            ‐                            ‐                            ‐                            ‐                            ‐                            ‐                            ‐                            ‐                            ‐                            ‐                            ‐                            ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      ‐                      392,343         17,620,809              33,849,569                      ‐ Table 2 PGE PGE PGE REN/CCA EM&V ‐ IOU EM&V ‐ CPUC Staff  Total EE Portfolio Budget/Expenditures* * Sum of Table 1 Subtotal (ESPI‐eligible) row and Table 2 rows PGE_EMV PGE_EMV                          ‐                      298,487                          ‐                          ‐           29,866,612               10,253,084               20,975,165                              ‐               14,516,654        142,418,447                         ‐                           ‐                           ‐             82,893,905                                 ‐              33,849,569                      ‐        503,938      3,677,023      4,327,420    8,508,381                             ‐                      ‐ Table 3 PGE PGE PGE PGE PGE21091LP PGE_SWMEO PGE_ESA OBF Loan Pool  Statewide ME&O (energy efficiency portion only) Energy Savings Assistance Program (ESA) 2018 ESPI Incentive Award Total Reported in CEDARS** ** Sum of Table 2 Total EE Portfolio Budget/Expenditures row and Table 3 rows            13,500,000               6,840,979          161,715,692                 8,752,314           581,608,465           29,866,612               10,253,084               20,975,165                              ‐               23,268,968        142,418,447                         ‐   [1] The 2018 Adopted Budget for Energy Efficiency represents PG&E's 2018 CEDARS filing budget at the subprogram level detail, and BayREN and MCE's  approved budgets per the Business Plan Decision D.18‐05‐041.  This budget is lower than PG&E's 2018 portfolio budget of $416,713,780, also approved  in D.18‐05‐041.  Subprogram level detail is unavailable in the approved Business Plan budget.  The 2017‐2019 Statewide ME&O budget was authorized  in D.16‐09‐020 and Advice Letter 3783‐G/4963‐E effective November 28, 2016.  On January 4, 2019, the 2018 ESA budget was approved in AL 3990‐ G/5329‐E and supplemental ALs, pursuant to D.16‐11‐022 and D.17‐12‐009.  The associated employee benefits costs were approved in the GRC (D.17‐05‐ 013), Decision Authorizing Pacific Gas and Electric Company’s General Rate Case Revenue Requirement for 2017‐2019, dated May 11, 2017.         15,952,043                8,752,314             124,956,059 12,051,754                         ‐                           ‐             82,893,905                                 ‐              33,849,569                      ‐    8,508,381           145,760,127       15,952,043
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PG&E Gas and Electric Advice Submittal List General Order 96-B, Section IV AT&T Albion Power Company Alcantar & Kahl LLP Alta Power Group, LLC Anderson & Poole Atlas ReFuel BART Barkovich & Yap, Inc. P.C. CalCom Solar California Cotton Ginners & Growers Assn California Energy Commission California Public Utilities Commission California State Association of Counties Calpine Cameron-Daniel, P.C. Casner, Steve Cenergy Power Center for Biological Diversity City of Palo Alto City of San Jose Clean Power Research Coast Economic Consulting Commercial Energy County of Tehama - Department of Public Works Crossborder Energy Crown Road Energy, LLC Davis Wright Tremaine LLP Day Carter Murphy Dept of General Services Don Pickett & Associates, Inc. Douglass & Liddell Downey & Brand East Bay Community Energy Ellison Schneider & Harris LLP Energy Management Service Engineers and Scientists of California Evaluation + Strategy for Social Innovation GenOn Energy, Inc. Goodin, MacBride, Squeri, Schlotz & Ritchie Green Charge Networks Green Power Institute Hanna & Morton ICF International Power Technology Intestate Gas Services, Inc. Kelly Group Ken Bohn Consulting Keyes & Fox LLP Leviton Manufacturing Co., Inc. Linde Los Angeles County Integrated Waste Management Task Force Los Angeles Dept of Water & Power MRW & Associates Manatt Phelps Phillips Marin Energy Authority McKenzie & Associates Modesto Irrigation District Morgan Stanley NLine Energy, Inc. NRG Solar Office of Ratepayer Advocates OnGrid Solar Pacific Gas and Electric Company Peninsula Clean Energy Pioneer Community Energy Praxair Redwood Coast Energy Authority Regulatory & Cogeneration Service, Inc. SCD Energy Solutions SCE SDG&E and SoCalGas SPURR San Francisco Water Power and Sewer Seattle City Light Sempra Utilities Southern California Edison Company Southern California Gas Company Spark Energy Sun Light & Power Sunshine Design Tecogen, Inc. TerraVerde Renewable Partners Tiger Natural Gas, Inc. TransCanada Troutman Sanders LLP Utility Cost Management Utility Power Solutions Utility Specialists Verizon Water and Energy Consulting Wellhead Electric Company Western Manufactured Housing Communities Association (WMA) Yep Energy
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