Page 1

Monthly Progress Report Partnership Name: Your Name: PG&E Program Manager: Reporting Month and Year:

LGEAR Tulare/Kings Maureen Hoff Dave Christensen May 2013

I. Expense Summary Table

Budget Item

Current Month Billing

Admin Marketing Implementation SER

$579.31 $1,345.27 $2,964.47 $792.00



Budget To Date Invoiced to Date Total [Includes T&M Contract Current Amount Month] $3,497.88 $18,000.00 $3,577.29 $ 32,000.00 $12,868.66 $65,000.00 $3,151.35 $65,000.00 $180,000 .00 $23,095.18


$14,502.13 $28,422.71 $52,131.34 $61,848.65 $156,904.83

% Remaining Budget 80.57% 88.82% 80.20% 95.15% 87.17%

II. Energy Savings Summary Table

Total Energy Savings


Installed Savings To Date Current % of Plan Month

To Date Cumulative

% of Goal

Gross Installed kW Gross Installed kWh Gross Installed Therms

III. Program Overview (Non-Strategic Energy Resources Activities Only): 1. Please give a summary of project activities per budget category over the past month including major milestones, meetings, and lessons learned. Please exclude SER activities. a. Administration:


GAAP accounting and bookkeeping services. b. Marketing: A marketing taskforce meeting was held on May 6th at the Tulare County RMA building. Partners discussed how best to utilize marketing dollars and tie efforts into Strategic Planning efforts. Ideas included minimizing the use of the expensive Mobile Education Unit, utilizing community members to assist with outreach, implementing a green building challenge for community and municipal facilities in 2013, and having an educational Roadshow in 2014. The big picture is to tie outreach efforts into the efforts that are being directed by the CPUC and the Program Implementation Plan. The partnership had a booth at the County of Kings Employee Recognition BBQ on May 7th. About 900 employees were expected to be in attendance and it’s estimated that direct contact was made with at least 300 of these individuals. The partnership had a booth at the Porterville Prospect Education Center Earth Day on May 10th. About 1,000 students, parents, and teachers were in attendance and it’s estimated that direct contact was made with at least 600 of these individuals. Children were very engaged and enthusiastic when asked how they could save energy at home and school and were given tips on how else they could save. c. Implementation: The monthly partnership meeting was held on May 16th at the Visalia Chamber of Commerce. Barbara Spoonhour presented on the Home Energy Renovation Opportunity (HERO) program which offers low cost financing for energy efficiency and renewable projects. There was also a presentation on the Southern California Regional Energy Network (SoCal REN) offerings from David Cohen and Doug O’Brien of The Energy Coalition and David Myer of Build It Green. A meeting was held on May 21st at the offices of the San Joaquin Valley Clean Energy Organization with PG&E representatives, the VIEW implementing partner and other San Joaquin Valley based PG&E local government partnerships to brainstorm what a regional partnership approach might look like. A meeting was held on May 23rd with VIEW implementing partner and PG&E representatives to discuss a pilot program in which a municipality and/or nonprofit would raise funds for a selected energy efficiency project. The ultimate goal would be for the community to raise enough money to fund the entire project. If needed, the SJVCEO could be the recipient of the raised funds and then the SJVCEO would pay the contractor directly.


2. Please explain any changes in program emphasis, schedule, or overall strategy and explain how you have accommodated this change. No changes occurred. 3. Please list any changes to contracts, contractors/subcontractors, contractor/subcontractor responsibilities, and staffing changes (include contact information of any new subcontractors or staff). No changes occurred. 4. Please describe your near-term plans for project implementation over the next two months. No changes for near-term plans. 5. How can PG&E assist with helping this program succeed?

IV. Customer Satisfaction N/A 

Customer Complaints and Resolution. Please include any complaints related to Program delivery and actions taken to resolve.

Customer Satisfaction. Please include customer feedback related to services, equipment, and the value customers’ found in participating in the Program.

V. Strategic Energy Resources (SER) Activities

In the table below, please provide a description of your SER activities for the month. SER activities include the following: • Strategic Plan Initiatives (if applicable) • Expansion Items (if applicable) • Climate/Energy Planning (if applicable)


Pge monthly report partnership may2013